Sponsored
The Analysis of Horizons Wealth Management's Holdings & P&L
Currently, Horizons Wealth Management holds 166 types of securities in its portfolio with a total value $150.3M. In the most recent quarter, they have increased their positions in EFA (+2.2K shares, valued at $214.8K), BSCS (+9.8K shares, valued at $199.3K), BSCT (+10.1K shares, valued at $189.0K); decreased their positions in VEA (-5.9K shares, valued at $376.3K), N/A (-475 shares, valued at $227.6K), VB (-689 shares, valued at $180.5K); initiated new positions in COST (+25 shares, valued at $24.9K), N/A (+558 shares, valued at $24.9K), N/A (+40 shares, valued at $2.1K).
1M P&L
+1.0M+0.67%
3M P&L
-34.2M-18.06%
HY P&L
-25.4M-14.06%
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/A143.5M
97.5%
2Consumer Electronics715.7K
0.5%
3Engineering & Construction568.7K
0.4%
Top Industries by Stock Count
1N/A103 stocks
69.6%
2Restaurants3 stocks
2.0%
3Semiconductors3 stocks
2.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF3.5K shares0.00%2026-03-312026-04-02
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW993 shares-32.36%2026-03-312026-04-02
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
COMT ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF555 shares0.00%2026-03-312026-04-02
Sponsored
Sponsored
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A30 shares0.00%2026-03-312026-04-02
Sponsored
Sponsored
VV
0.46%VANGUARD LARGE-CAP ETF
Shares51.6K
Event2026-03-31
Filed2026-04-02
VEA
-2.69%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares212.5K
Event2026-03-31
Filed2026-04-02
VO
0.71%VANGUARD MID-CAP ETF
Shares38.7K
Event2026-03-31
Filed2026-04-02
VB
-1.68%VANGUARD SMALL-CAP ETF
Shares40.4K
Event2026-03-31
Filed2026-04-02
VNQ
1.59%VANGUARD REAL ESTATE ETF
Shares117.1K
Event2026-03-31
Filed2026-04-02
BND
1.57%VANGUARD TOTAL BOND MARKET ETF
Shares87.5K
Event2026-03-31
Filed2026-04-02
TIP
0.65%ISHARES TIPS BOND ETF
Shares56.8K
Event2026-03-31
Filed2026-04-02
BNDX
-2.48%VANGUARD TOTAL INTERNATIONAL BOND ETF
Shares113.9K
Event2026-03-31
Filed2026-04-02
CMDY
-1.57%ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF
Shares91.8K
Event2026-03-31
Filed2026-04-02
BSCT
4.65%INVESCO BULLETSHARES 2029 CORPORATE BOND ETF
Shares228.2K
Event2026-03-31
Filed2026-04-02
BSCQ
3.09%INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
Shares214.2K
Event2026-03-31
Filed2026-04-02
BSCS
5.07%INVESCO BULLETSHARES 2028 CORPORATE BOND ETF
Shares202.1K
Event2026-03-31
Filed2026-04-02
BSCU
-0.46%INVESCO BULLETSHARES 2030 CORPORATE BOND ETF
Shares231.9K
Event2026-03-31
Filed2026-04-02
BSCR
4.03%INVESCO BULLETSHARES 2027 CORPORATE BOND ETF
Shares197.2K
Event2026-03-31
Filed2026-04-02
BSCV
0.29%INVESCO BULLETSHARES 2031 CORPORATE BOND ETF
Shares216.9K
Event2026-03-31
Filed2026-04-02
BSJQ
-0.94%INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF
Shares119.4K
Event2026-03-31
Filed2026-04-02
BSJR
0.90%INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF
Shares123.2K
Event2026-03-31
Filed2026-04-02
BLV
0.38%VANGUARD LONG-TERM BOND ETF
Shares36.0K
Event2026-03-31
Filed2026-04-02
EFA
9.87%ISHARES MSCI EAFE ETF
Shares24.6K
Event2026-03-31
Filed2026-04-02
XLRE
-1.27%STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
Shares50.1K
Event2026-03-31
Filed2026-04-02
IAGG
10.62%ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
Shares33.6K
Event2026-03-31
Filed2026-04-02
SCHP
-1.20%SCHWAB US TIPS ETF
Shares50.9K
Event2026-03-31
Filed2026-04-02
AGG
-0.56%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares13.5K
Event2026-03-31
Filed2026-04-02
BSCW
5.21%INVESCO BULLETSHARES 2032 CORPORATE BOND ETF
Shares65.0K
Event2026-03-31
Filed2026-04-02
IBTG
-0.53%ISHARES IBONDS DEC 2026 TERM TREASURY ETF
Shares52.5K
Event2026-03-31
Filed2026-04-02
IBTI
1.69%ISHARES IBONDS DEC 2028 TERM TREASURY ETF
Shares51.5K
Event2026-03-31
Filed2026-04-02
IBTH
2.28%ISHARES IBONDS DEC 2027 TERM TREASURY ETF
Shares47.3K
Event2026-03-31
Filed2026-04-02
IJR
-0.08%ISHARES CORE S&P SMALL CAP ETF
Shares6.6K
Event2026-03-31
Filed2026-04-02
VTEB
0.00%VANGUARD TAX-EXEMPT BOND ETF
Shares16.4K
Event2026-03-31
Filed2026-04-02
IVV
-0.40%ISHARES CORE S&P 500 ETF
Shares1.2K
Event2026-03-31
Filed2026-04-02
ICF
-13.57%ISHARES SELECT U.S. REIT ETF
Shares12.1K
Event2026-03-31
Filed2026-04-02
VNQI
6.99%VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF
Shares16.4K
Event2026-03-31
Filed2026-04-02
AAPL
0.00%APPLE INC COM
Shares2.8K
Event2026-03-31
Filed2026-04-02
INVESCO S&P 500 EQUAL WEIGHT ETF
0.00%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares3.5K
Event2026-03-31
Filed2026-04-02
IJH
-2.02%ISHARES CORE S&P MID-CAP ETF
Shares9.5K
Event2026-03-31
Filed2026-04-02
ALPHABET INC CAP STK CL A
-6.24%ALPHABET INC CAP STK CL A
Shares2.0K
Event2026-03-31
Filed2026-04-02
PRIM
0.00%PRIMORIS SVCS CORP COM
Shares4.0K
Event2026-03-31
Filed2026-04-02
VTI
0.00%VANGUARD TOTAL STOCK MARKET ETF
Shares1.8K
Event2026-03-31
Filed2026-04-02
BSMU
0.00%INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF
Shares25.5K
Event2026-03-31
Filed2026-04-02
BSMQ
0.00%INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF
Shares22.9K
Event2026-03-31
Filed2026-04-02
BSMT
0.18%INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF
Shares23.3K
Event2026-03-31
Filed2026-04-02
VANGUARD S&P 500 ETF
-2.09%VANGUARD S&P 500 ETF
Shares844
Event2026-03-31
Filed2026-04-02
BSMS
0.00%INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF
Shares21.5K
Event2026-03-31
Filed2026-04-02
BERKSHIRE HATHAWAY INC DEL CL B NEW
-32.36%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares993
Event2026-03-31
Filed2026-04-02
VWO
-4.35%VANGUARD FTSE EMERGING MARKETS ETF
Shares8.4K
Event2026-03-31
Filed2026-04-02
INVESCO QQQ TRUST SERIES I
-0.26%INVESCO QQQ TRUST SERIES I
Shares770
Event2026-03-31
Filed2026-04-02
BSMR
0.00%INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF
Shares17.6K
Event2026-03-31
Filed2026-04-02
IWF
0.00%ISHARES RUSSELL 1000 GROWTH ETF
Shares732
Event2026-03-31
Filed2026-04-02
LLY
0.00%ELI LILLY & CO COM
Shares338
Event2026-03-31
Filed2026-04-02
AMZN
0.00%AMAZON COM INC COM
Shares1.5K
Event2026-03-31
Filed2026-04-02
IEMG
0.00%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares4.2K
Event2026-03-31
Filed2026-04-02
IBDS
10.23%ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
Shares11.3K
Event2026-03-31
Filed2026-04-02
BSMV
0.00%INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF
Shares12.6K
Event2026-03-31
Filed2026-04-02
IBDR
-9.94%ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
Shares10.7K
Event2026-03-31
Filed2026-04-02
SCHA
0.00%SCHWAB U.S. SMALL-CAP ETF
Shares8.4K
Event2026-03-31
Filed2026-04-02
TRV
0.00%TRAVELERS COMPANIES INC COM
Shares812
Event2026-03-31
Filed2026-04-02
NVDA
0.00%NVIDIA CORPORATION COM
Shares1.3K
Event2026-03-31
Filed2026-04-02
IWR
-4.62%ISHARES RUSSELL MIDCAP ETF
Shares2.1K
Event2026-03-31
Filed2026-04-02
IGLB
-13.47%ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares3.7K
Event2026-03-31
Filed2026-04-02
MSFT
-9.80%MICROSOFT CORP COM
Shares488
Event2026-03-31
Filed2026-04-02
CAT
0.00%CATERPILLAR INC COM
Shares249
Event2026-03-31
Filed2026-04-02
ESGD
-2.46%ISHARES ESG AWARE MSCI EAFE ETF
Shares1.8K
Event2026-03-31
Filed2026-04-02
ISHARES GOLD TRUST
-8.29%ISHARES GOLD TRUST
Shares1.8K
Event2026-03-31
Filed2026-04-02
SHY
-1.64%ISHARES 1-3 YEAR TREASURY BOND ETF
Shares1.7K
Event2026-03-31
Filed2026-04-02
HYLB
0.00%XTRACKERS USD HIGH YIELD CORPORATE BOND ETF
Shares3.6K
Event2026-03-31
Filed2026-04-02
IQLT
-6.24%ISHARES MSCI INTL QUALITY FACTOR ETF
Shares2.8K
Event2026-03-31
Filed2026-04-02
VOOV
0.00%VANGUARD S&P 500 VALUE ETF
Shares622
Event2026-03-31
Filed2026-04-02
SDY
0.00%STATE STREET SPDR S&P DIVIDEND ETF
Shares850
Event2026-03-31
Filed2026-04-02
ESGU
-56.10%ISHARES ESG AWARE MSCI USA ETF
Shares874
Event2026-03-31
Filed2026-04-02
IWM
0.00%ISHARES RUSSELL 2000 ETF
Shares496
Event2026-03-31
Filed2026-04-02
BAC
0.00%BANK AMERICA CORP COM
Shares2.5K
Event2026-03-31
Filed2026-04-02
STIP
-1.75%ISHARES 0-5 YEAR TIPS BOND ETF
Shares1.1K
Event2026-03-31
Filed2026-04-02
ALPHABET INC CAP STK CL C
0.00%ALPHABET INC CAP STK CL C
Shares380
Event2026-03-31
Filed2026-04-02
MDY
0.00%STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
Shares164
Event2026-03-31
Filed2026-04-02
ARISTA NETWORKS INC COM SHS
0.00%ARISTA NETWORKS INC COM SHS
Shares800
Event2026-03-31
Filed2026-04-02
CFO
-7.90%VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF
Shares1.3K
Event2026-03-31
Filed2026-04-02
LOW
0.00%LOWES COS INC COM
Shares407
Event2026-03-31
Filed2026-04-02
ESML
-21.91%ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
Shares2.0K
Event2026-03-31
Filed2026-04-02
CB
0.00%CHUBB LTD SWITZ COM
Shares282
Event2026-03-31
Filed2026-04-02
EZM
0.00%WISDOMTREE U.S. MIDCAP FUND
Shares1.2K
Event2026-03-31
Filed2026-04-02
BSJS
0.00%INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF
Shares3.8K
Event2026-03-31
Filed2026-04-02
EAGG
-41.00%ISHARES ESG AWARE US AGGREGATE BOND ETF
Shares1.7K
Event2026-03-31
Filed2026-04-02
VEU
0.00%VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Shares1.0K
Event2026-03-31
Filed2026-04-02
BSJT
0.00%INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF
Shares3.6K
Event2026-03-31
Filed2026-04-02
RFG
0.00%INVESCO S&P MIDCAP 400 PURE GROWTH ETF
Shares1.3K
Event2026-03-31
Filed2026-04-02
HD
0.00%HOME DEPOT INC COM
Shares205
Event2026-03-31
Filed2026-04-02
MDYG
0.00%STATE STREET SPDR S&P 400 MID CAP GROWTH ETF
Shares648
Event2026-03-31
Filed2026-04-02
IWB
0.00%ISHARES RUSSELL 1000 ETF
Shares170
Event2026-03-31
Filed2026-04-02
HYXF
0.00%ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF
Shares1.3K
Event2026-03-31
Filed2026-04-02
IBIT
0.00%ISHARES BITCOIN TRUST ETF
Shares1.6K
Event2026-03-31
Filed2026-04-02
DE
0.00%DEERE & CO COM
Shares105
Event2026-03-31
Filed2026-04-02
IDXX
0.00%IDEXX LABS INC COM
Shares100
Event2026-03-31
Filed2026-04-02
IWP
0.00%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares426
Event2026-03-31
Filed2026-04-02
DVY
0.00%ISHARES SELECT DIVIDEND ETF
Shares360
Event2026-03-31
Filed2026-04-02
ITA
0.00%ISHARES U.S. AEROSPACE & DEFENSE ETF
Shares247
Event2026-03-31
Filed2026-04-02
VGT
0.00%VANGUARD INFORMATION TECHNOLOGY ETF
Shares77
Event2026-03-31
Filed2026-04-02
VOT
0.00%VANGUARD MID-CAP GROWTH ETF
Shares195
Event2026-03-31
Filed2026-04-02
EES
0.00%WISDOMTREE U.S. SMALLCAP FUND
Shares832
Event2026-03-31
Filed2026-04-02
VIG
0.00%VANGUARD DIVIDEND APPRECIATION ETF
Shares222
Event2026-03-31
Filed2026-04-02
IWV
0.00%ISHARES RUSSELL 3000 ETF
Shares122
Event2026-03-31
Filed2026-04-02
SLV
-7.63%ISHARES SILVER TRUST
Shares654
Event2026-03-31
Filed2026-04-02
NNN
0.00%NNN REIT INC COM
Shares975
Event2026-03-31
Filed2026-04-02
IWS
0.00%ISHARES RUSSELL MID-CAP VALUE ETF
Shares279
Event2026-03-31
Filed2026-04-02
TFC
0.00%TRUIST FINL CORP COM
Shares853
Event2026-03-31
Filed2026-04-02
IJT
0.00%ISHARES S&P SMALL-CAP 600 GROWTH ETF
Shares270
Event2026-03-31
Filed2026-04-02
ICLN
0.00%ISHARES GLOBAL CLEAN ENERGY ETF
Shares2.0K
Event2026-03-31
Filed2026-04-02
JPM
0.00%JPMORGAN CHASE & CO COM
Shares125
Event2026-03-31
Filed2026-04-02
BSJU
0.00%INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF
Shares1.4K
Event2026-03-31
Filed2026-04-02
MERCK & CO INC COM
-13.37%MERCK & CO INC COM
Shares298
Event2026-03-31
Filed2026-04-02
CITIGROUP INC COM NEW
0.00%CITIGROUP INC COM NEW
Shares283
Event2026-03-31
Filed2026-04-02
IEFA
0.00%ISHARES CORE MSCI EAFE ETF
Shares321
Event2026-03-31
Filed2026-04-02
KO
0.00%COCA COLA CO COM
Shares382
Event2026-03-31
Filed2026-04-02
UNH
0.00%UNITEDHEALTH GROUP INC COM
Shares100
Event2026-03-31
Filed2026-04-02
META
0.00%META PLATFORMS INC CL A
Shares46
Event2026-03-31
Filed2026-04-02
ACGL
0.00%ARCH CAP GROUP LTD ORD
Shares273
Event2026-03-31
Filed2026-04-02
SCHV
0.00%SCHWAB U.S. LARGE-CAP VALUE ETF
Shares838
Event2026-03-31
Filed2026-04-02
VGK
0.00%VANGUARD FTSE EUROPE ETF
Shares309
Event2026-03-31
Filed2026-04-02
THE CIGNA GROUP COM
0.00%THE CIGNA GROUP COM
Shares94
Event2026-03-31
Filed2026-04-02
COST
NewCOSTCO WHOLESALE CORPORATION COM
Shares25
Event2026-03-31
Filed2026-04-02
BITWISE 10 CRYPTO INDEX ETF
NewBITWISE 10 CRYPTO INDEX ETF
Shares558
Event2026-03-31
Filed2026-04-02
SCHQ
0.00%SCHWAB LONG-TERM U.S. TREASURY ETF
Shares777
Event2026-03-31
Filed2026-04-02
VPL
0.00%VANGUARD FTSE PACIFIC ETF
Shares244
Event2026-03-31
Filed2026-04-02
VTWG
0.00%VANGUARD RUSSELL 2000 GROWTH ETF
Shares102
Event2026-03-31
Filed2026-04-02
YUM
-50.17%YUM BRANDS INC COM
Shares149
Event2026-03-31
Filed2026-04-02
SPDW
0.00%STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
Shares498
Event2026-03-31
Filed2026-04-02
IWN
0.00%ISHARES RUSSELL 2000 VALUE ETF
Shares100
Event2026-03-31
Filed2026-04-02
INTC
0.00%INTEL CORP COM
Shares429
Event2026-03-31
Filed2026-04-02
COMT
0.00%ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF
Shares555
Event2026-03-31
Filed2026-04-02
EATON CORP PLC SHS
0.00%EATON CORP PLC SHS
Shares50
Event2026-03-31
Filed2026-04-02
IVW
0.00%ISHARES S&P 500 GROWTH ETF
Shares148
Event2026-03-31
Filed2026-04-02
RTX
0.00%RTX CORPORATION COM
Shares81
Event2026-03-31
Filed2026-04-02
BROADCOM INC COM
0.00%BROADCOM INC COM
Shares50
Event2026-03-31
Filed2026-04-02
SPYG
0.00%STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
Shares158
Event2026-03-31
Filed2026-04-02
ORLY
0.00%OREILLY AUTOMOTIVE INC COM
Shares165
Event2026-03-31
Filed2026-04-02
MET
0.00%METLIFE INC COM
Shares194
Event2026-03-31
Filed2026-04-02
YUMC
0.00%YUM CHINA HLDGS INC COM
Shares263
Event2026-03-31
Filed2026-04-02
IYR
0.00%ISHARES U.S. REAL ESTATE ETF
Shares129
Event2026-03-31
Filed2026-04-02
ABBV
0.00%ABBVIE INC COM
Shares52
Event2026-03-31
Filed2026-04-02
WM
0.00%WASTE MGMT INC DEL COM
Shares49
Event2026-03-31
Filed2026-04-02
ORCL
0.00%ORACLE CORP COM
Shares72
Event2026-03-31
Filed2026-04-02
CEFS
0.00%SABA CLOSED END FUNDS ETF
Shares433
Event2026-03-31
Filed2026-04-02
IBM
0.00%INTERNATIONAL BUSINESS MACHS COM
Shares35
Event2026-03-31
Filed2026-04-02
SPSM
0.00%STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
Shares164
Event2026-03-31
Filed2026-04-02
PHO
0.00%INVESCO WATER RESOURCES ETF
Shares100
Event2026-03-31
Filed2026-04-02
T
0.00%AT&T INC COM
Shares229
Event2026-03-31
Filed2026-04-02
AOK
0.00%ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF
Shares156
Event2026-03-31
Filed2026-04-02
ACCENTURE PLC IRELAND SHS CLASS A
0.00%ACCENTURE PLC IRELAND SHS CLASS A
Shares30
Event2026-03-31
Filed2026-04-02
IWD
0.00%ISHARES RUSSELL 1000 VALUE ETF
Shares25
Event2026-03-31
Filed2026-04-02
DAL
0.00%DELTA AIR LINES INC COM NEW
Shares76
Event2026-03-31
Filed2026-04-02
VIOO
0.00%VANGUARD S&P SMALL-CAP 600 ETF
Shares36
Event2026-03-31
Filed2026-04-02
MCD
0.00%MCDONALDS CORP COM
Shares13
Event2026-03-31
Filed2026-04-02
TXN
0.00%TEXAS INSTRS INC COM
Shares18
Event2026-03-31
Filed2026-04-02
LINDE PLC SHS
0.00%LINDE PLC SHS
Shares7
Event2026-03-31
Filed2026-04-02
CHKP
0.00%CHECK POINT SOFTWARE TECH LTD ORD
Shares22
Event2026-03-31
Filed2026-04-02
BLACKROCK INC COM
0.00%BLACKROCK INC COM
Shares3
Event2026-03-31
Filed2026-04-02
SYY
0.00%SYSCO CORP COM
Shares37
Event2026-03-31
Filed2026-04-02
CCL
0.00%CARNIVAL CORP COMMON STOCK
Shares100
Event2026-03-31
Filed2026-04-02
DHR
0.00%DANAHER CORP DEL COM
Shares13
Event2026-03-31
Filed2026-04-02
DIS
0.00%DISNEY WALT CO COM
Shares25
Event2026-03-31
Filed2026-04-02
AKRE Focus ETF
NewAKRE Focus ETF
Shares40
Event2026-03-31
Filed2026-04-02
WBD
0.00%WARNER BROS DISCOVERY INC COM SER A
Shares71
Event2026-03-31
Filed2026-04-02
BHF
0.00%BRIGHTHOUSE FINL INC COM
Shares24
Event2026-03-31
Filed2026-04-02
HYG
0.00%ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF
Shares13
Event2026-03-31
Filed2026-04-02
DRLL
0.00%STRIVE U.S. ENERGY ETF
Shares19
Event2026-03-31
Filed2026-04-02
OGN
0.00%ORGANON & CO COMMON STOCK
Shares42
Event2026-03-31
Filed2026-04-02
STAG
0.00%STAG INDUSTRIAL INC COM
Shares6
Event2026-03-31
Filed2026-04-02
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
ALPHABET INC CAP STK CL A Put
0.00%ALPHABET INC CAP STK CL A
Shares2.1K
Event2026-03-31
Filed2026-04-02
AAPL Put
0.00%APPLE INC COM
Shares2.3K
Event2026-03-31
Filed2026-04-02
INVESCO QQQ TRUST SERIES I Put
0.00%INVESCO QQQ TRUST SERIES I
Shares1.0K
Event2026-03-31
Filed2026-04-02
AGG Put
0.00%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares3.6K
Event2026-03-31
Filed2026-04-02