Sponsored

The Analysis of HOWARD FINANCIAL SERVICES, LTD.'s Holdings & P&L

Currently, HOWARD FINANCIAL SERVICES, LTD. holds 222 types of securities in its portfolio with a total value $887.9M. In the most recent quarter, they have increased their positions in VPLS (+49.2K shares, valued at $3.8M), RDVY (+44.7K shares, valued at $3.1M), JPST (+46.0K shares, valued at $2.3M); decreased their positions in BIL (-31.2K shares, valued at $2.9M), SJNK (-95.7K shares, valued at $2.4M), CALF (-30.1K shares, valued at $1.4M); initiated new positions in UAMY (+248.0K shares, valued at $2.2M), HBAN (+73.0K shares, valued at $1.1M), NBHC (+28.2K shares, valued at $1.1M).

1M P&L

+23.8M+2.78%

3M P&L

+22.6M+2.64%

HY P&L

+64.8M+7.98%

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/A652.3M

80.2%

2Consumer Electronics34.9M

4.3%

3Semiconductors19.0M

2.3%

Top Industries by Stock Count

1N/A82 stocks

40.8%

2Drug Manufacturers - General7 stocks

3.5%

3Semiconductors7 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QUAL ISHARES TR502.9K shares-0.96%2026-03-312026-04-07

SCHD SCHWAB STRATEGIC TR1.9M shares-0.52%2026-03-312026-04-07

VIG VANGUARD SPECIALIZED FUNDS200.6K shares2.46%2026-03-312026-04-07

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T192.3K shares0.35%2026-03-312026-04-07

SPGP INVESCO EXCHANGE TRADED FD T340.8K shares1.59%2026-03-312026-04-07

GTO INVESCO ACTIVELY MANAGED EXC768.5K shares3.69%2026-03-312026-04-07

AAPL APPLE INC137.5K shares5.55%2026-03-312026-04-07

HTRB HARTFORD FDS EXCHANGE TRADED988.0K shares6.61%2026-03-312026-04-07

Sponsored

DGRW WISDOMTREE TR375.3K shares7.49%2026-03-312026-04-07

PTRB PGIM ETF TR779.8K shares6.38%2026-03-312026-04-07

IQLT ISHARES TR476.5K shares6.47%2026-03-312026-04-07

TOTL SSGA ACTIVE ETF TR536.2K shares1.91%2026-03-312026-04-07

SCHG SCHWAB STRATEGIC TR713.0K shares9.93%2026-03-312026-04-07

FNDF SCHWAB STRATEGIC TR415.0K shares6.01%2026-03-312026-04-07

RDVY FIRST TR EXCHANGE TRADED FD288.1K shares18.36%2026-03-312026-04-07

ANGL VANECK ETF TRUST669.2K shares8.71%2026-03-312026-04-07

Sponsored

SJNK SPDR SERIES TRUST744.3K shares-11.39%2026-03-312026-04-07

VIGI VANGUARD WHITEHALL FDS186.5K shares6.87%2026-03-312026-04-07

SPY SPDR S&P 500 ETF TR23.7K shares-3.37%2026-03-312026-04-07

NVDA NVIDIA CORPORATION83.4K shares6.46%2026-03-312026-04-07

XSOE WISDOMTREE TR336.8K shares9.87%2026-03-312026-04-07

JPST J P MORGAN EXCHANGE TRADED F220.6K shares26.31%2026-03-312026-04-07

MOAT VANECK ETF TRUST107.1K shares26.60%2026-03-312026-04-07

INVESCO QQQ TR INVESCO QQQ TR17.5K shares0.33%2026-03-312026-04-07

Sponsored

MSFT MICROSOFT CORP25.7K shares12.31%2026-03-312026-04-07

CALF PACER FDS TR180.2K shares-14.33%2026-03-312026-04-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL15.3K shares4.02%2026-03-312026-04-07

AMZN AMAZON COM INC32.8K shares11.32%2026-03-312026-04-07

VPLS VANGUARD MALVERN FDS86.4K shares132.27%2026-03-312026-04-07

FPE FIRST TR EXCH TRADED FD III353.7K shares-1.90%2026-03-312026-04-07

SBR SABINE RTY TR68.1K shares0.10%2026-03-312026-04-07

EPD ENTERPRISE PRODS PARTNERS L133.8K shares12.06%2026-03-312026-04-07

Sponsored

BROADCOM INC BROADCOM INC16.2K shares5.81%2026-03-312026-04-07

IVV ISHARES TR6.9K shares4.28%2026-03-312026-04-07

ALPHABET INC ALPHABET INC14.8K shares36.49%2026-03-312026-04-07

ET ENERGY TRANSFER L P197.2K shares4.77%2026-03-312026-04-07

VTI VANGUARD INDEX FDS11.1K shares-7.52%2026-03-312026-04-07

RODM LATTICE STRATEGIES TR88.2K shares-5.88%2026-03-312026-04-07

XOM EXXON MOBIL CORP20.1K shares-0.83%2026-03-312026-04-07

CMG CHIPOTLE MEXICAN GRILL INC93.9K shares0.64%2026-03-312026-04-07

Sponsored

SCHE SCHWAB STRATEGIC TR81.8K shares-0.16%2026-03-312026-04-07

MPLX MPLX LP45.6K shares1.88%2026-03-312026-04-07

FIXD FIRST TR EXCHNG TRADED FD VI59.4K shares-4.27%2026-03-312026-04-07

SCHF SCHWAB STRATEGIC TR101.0K shares-0.65%2026-03-312026-04-07

PEP PEPSICO INC15.6K shares-0.46%2026-03-312026-04-07

UAMY UNITED STATES ANTIMONY CORP248.0K sharesnew addition2026-03-312026-04-07

IGSB ISHARES TR40.4K shares10.66%2026-03-312026-04-07

JPM JPMORGAN CHASE & CO.7.2K shares14.71%2026-03-312026-04-07

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD6.2K shares19.80%2026-03-312026-04-07

PLTR PALANTIR TECHNOLOGIES INC13.8K shares1.02%2026-03-312026-04-07

TPL TEXAS PACIFIC LAND CORPORATI4.1K shares0.62%2026-03-312026-04-07

TSLA TESLA INC4.9K shares-20.61%2026-03-312026-04-07

ALPHABET INC ALPHABET INC6.1K shares15.15%2026-03-312026-04-07

IEFA ISHARES TR19.0K shares-2.04%2026-03-312026-04-07

WMT WALMART INC13.8K shares24.19%2026-03-312026-04-07

BSV VANGUARD BD INDEX FDS21.0K shares-41.18%2026-03-312026-04-07

Sponsored

SCHW SCHWAB CHARLES CORP17.5K shares0.30%2026-03-312026-04-07

JNJ JOHNSON & JOHNSON6.2K shares36.99%2026-03-312026-04-07

SOUTHSTATE BK CORP SOUTHSTATE BK CORP16.1K shares0.00%2026-03-312026-04-07

VIPER ENERGY INC VIPER ENERGY INC31.7K shares0.23%2026-03-312026-04-07

META META PLATFORMS INC2.6K shares48.65%2026-03-312026-04-07

DMLP DORCHESTER MINERALS LP51.6K shares1.34%2026-03-312026-04-07

BSM BLACK STONE MINERALS L P92.2K shares0.18%2026-03-312026-04-07

FNDA SCHWAB STRATEGIC TR39.7K shares7.48%2026-03-312026-04-07

Sponsored

MA MASTERCARD INCORPORATED2.6K shares-2.73%2026-03-312026-04-07

OKE ONEOK INC NEW14.1K shares12.34%2026-03-312026-04-07

GEV GE VERNOVA INC1.4K shares-12.61%2026-03-312026-04-07

IBM INTERNATIONAL BUSINESS MACHS4.8K shares4.44%2026-03-312026-04-07

HBAN HUNTINGTON BANCSHARES INC73.0K sharesnew addition2026-03-312026-04-07

COST COSTCO WHSL CORP NEW1.1K shares21.08%2026-03-312026-04-07

NBHC NATIONAL BK HLDGS CORP28.2K sharesnew addition2026-03-312026-04-07

NFLX NETFLIX INC11.5K shares8.51%2026-03-312026-04-07

Sponsored

GPIX GOLDMAN SACHS ETF TR21.8K shares17.61%2026-03-312026-04-07

LLY ELI LILLY & CO1.2K shares29.40%2026-03-312026-04-07

CVX CHEVRON CORP NEW5.2K shares17.92%2026-03-312026-04-07

SPDW SPDR INDEX SHS FDS22.4K shares0.03%2026-03-312026-04-07

MERCK & CO INC MERCK & CO INC8.5K shares8.53%2026-03-312026-04-07

BIL SPDR SERIES TRUST10.9K shares-74.19%2026-03-312026-04-07

GE AEROSPACE GE AEROSPACE3.5K shares-19.66%2026-03-312026-04-07

GLD SPDR GOLD TR2.3K shares0.00%2026-03-312026-04-07

Sponsored

KO COCA COLA CO12.1K shares44.72%2026-03-312026-04-07

ABBV ABBVIE INC4.2K shares28.72%2026-03-312026-04-07

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN42.9K shares2.25%2026-03-312026-04-07

PM PHILIP MORRIS INTL INC5.5K shares9.16%2026-03-312026-04-07

GHC GRAHAM HLDGS CO842 shares0.12%2026-03-312026-04-07

CSCO CISCO SYS INC11.4K shares7.03%2026-03-312026-04-07

LUV SOUTHWEST AIRLS CO22.9K shares0.80%2026-03-312026-04-07

IJH ISHARES TR12.7K shares41.49%2026-03-312026-04-07

Sponsored

CRWD CROWDSTRIKE HLDGS INC2.2K shares15.50%2026-03-312026-04-07

TQQQ PROSHARES TR20.3K shares0.00%2026-03-312026-04-07

V VISA INC2.8K shares49.49%2026-03-312026-04-07

VO VANGUARD INDEX FDS2.9K sharesnew addition2026-03-312026-04-07

IEMG ISHARES INC11.7K shares0.00%2026-03-312026-04-07

NUV NUVEEN MUN VALUE FD INC90.1K shares0.00%2026-03-312026-04-07

VB VANGUARD INDEX FDS3.1K sharesnew addition2026-03-312026-04-07

NOC NORTHROP GRUMMAN CORP1.2K shares2.36%2026-03-312026-04-07

Sponsored

VEU VANGUARD INTL EQUITY INDEX F10.5K sharesnew addition2026-03-312026-04-07

BAC BANK AMERICA CORP16.1K shares71.02%2026-03-312026-04-07

VCIT VANGUARD SCOTTSDALE FDS9.4K sharesnew addition2026-03-312026-04-07

MU MICRON TECHNOLOGY INC2.3K shares6.32%2026-03-312026-04-07

AGNC AGNC INVT CORP74.5K shares2.40%2026-03-312026-04-07

AMGN AMGEN INC2.1K shares6.25%2026-03-312026-04-07

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-07

MS MORGAN STANLEY4.3K shares21.37%2026-03-312026-04-07

Sponsored

SMH VANECK ETF TRUST1.9K shares107.72%2026-03-312026-04-07

COP CONOCOPHILLIPS5.3K shares58.88%2026-03-312026-04-07

JEPQ J P MORGAN EXCHANGE TRADED F12.5K shares0.69%2026-03-312026-04-07

ESGU ISHARES TR4.8K shares0.25%2026-03-312026-04-07

NEE NEXTERA ENERGY INC7.0K shares53.09%2026-03-312026-04-07

HD HOME DEPOT INC2.0K shares6.72%2026-03-312026-04-07

KRP KIMBELL RTY PARTNERS LP43.8K shares0.00%2026-03-312026-04-07

MO ALTRIA GROUP INC9.4K shares8.56%2026-03-312026-04-07

Sponsored

EEM ISHARES TR10.8K sharesnew addition2026-03-312026-04-07

VEA VANGUARD TAX-MANAGED FDS9.5K sharesnew addition2026-03-312026-04-07

RTX RTX CORPORATION3.1K shares117.66%2026-03-312026-04-07

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC6.1K shares0.82%2026-03-312026-04-07

UBER UBER TECHNOLOGIES INC8.3K shares30.08%2026-03-312026-04-07

BKNG BOOKING HOLDINGS INC140 shares0.00%2026-03-312026-04-07

CRWV COREWEAVE INC7.5K shares-0.23%2026-03-312026-04-07

GCI USA TODAY CO INC80.0K shares0.00%2026-03-312026-04-07

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS944 shares-4.07%2026-03-312026-04-07

JBI JANUS INTERNATIONAL GROUP IN104.9K shares0.00%2026-03-312026-04-07

IVW ISHARES TR4.7K shares0.06%2026-03-312026-04-07

NSC NORFOLK SOUTHN CORP1.8K shares0.88%2026-03-312026-04-07

YUM YUM BRANDS INC3.4K shares21.65%2026-03-312026-04-07

LEAD SIREN ETF TR6.8K shares5.55%2026-03-312026-04-07

QQQM INVESCO EXCH TRADED FD TR II2.2K shares2.64%2026-03-312026-04-07

ISRG INTUITIVE SURGICAL INC1.1K shares15.31%2026-03-312026-04-07

Sponsored

WFC WELLS FARGO CO NEW6.5K shares85.38%2026-03-312026-04-07

PPA INVESCO EXCHANGE TRADED FD T3.1K shares83.99%2026-03-312026-04-07

SPYD SPDR SERIES TRUST11.2K shares0.00%2026-03-312026-04-07

CAVA CAVA GROUP INC6.1K shares0.00%2026-03-312026-04-07

TXN TEXAS INSTRS INC2.4K shares-0.21%2026-03-312026-04-07

SHY ISHARES TR5.7K shares16.01%2026-03-312026-04-07

XLK SELECT SECTOR SPDR TR3.5K shares0.00%2026-03-312026-04-07

WES WESTERN MIDSTREAM PARTNERS L11.2K shares2.12%2026-03-312026-04-07

Sponsored

AXP AMERICAN EXPRESS CO1.5K shares2.68%2026-03-312026-04-07

CAT CATERPILLAR INC632 shares13.26%2026-03-312026-04-07

T AT&T INC15.2K shares-5.20%2026-03-312026-04-07

INTC INTEL CORP9.6K shares-22.30%2026-03-312026-04-07

SLYV SPDR SERIES TRUST4.5K shares-12.25%2026-03-312026-04-07

EMLP FIRST TR EXCHANGE-TRADED FD9.7K shares16.75%2026-03-312026-04-07

XLE SELECT SECTOR SPDR TR6.8K shares0.38%2026-03-312026-04-07

MIDU DIREXION SHS ETF TR8.0K shares0.00%2026-03-312026-04-07

Sponsored

LINDE PLC LINDE PLC832 sharesnew addition2026-03-312026-04-07

ISHARES GOLD TR ISHARES GOLD TR4.6K shares-27.74%2026-03-312026-04-07

TPYP TORTOISE CAPITAL SERIES TRUS9.5K shares0.88%2026-03-312026-04-07

SPSM SPDR SERIES TRUST8.3K shares0.19%2026-03-312026-04-07

VZ VERIZON COMMUNICATIONS INC7.9K shares-2.46%2026-03-312026-04-07

JOUT JOHNSON OUTDOORS INC8.5K shares0.69%2026-03-312026-04-07

UPS UNITED PARCEL SERVICE INC4.0K shares3.68%2026-03-312026-04-07

PANW PALO ALTO NETWORKS INC2.4K shares8.46%2026-03-312026-04-07

Sponsored

DELL DELL TECHNOLOGIES INC2.3K shares-5.24%2026-03-312026-04-07

CRM SALESFORCE INC2.0K shares23.32%2026-03-312026-04-07

QQQE DIREXION SHS ETF TR3.8K shares-0.11%2026-03-312026-04-07

RSPG INVESCO EXCHANGE TRADED FD T3.4K shares1.10%2026-03-312026-04-07

NXPI NXP SEMICONDUCTORS N V1.9K shares1.58%2026-03-312026-04-07

TMO THERMO FISHER SCIENTIFIC INC725 shares31.82%2026-03-312026-04-07

GDX VANECK ETF TRUST3.8K shares3.28%2026-03-312026-04-07

OSTX OS THERAPIES INCORPORATED245.4K sharesnew addition2026-03-312026-04-07

Sponsored

GS GOLDMAN SACHS GROUP INC389 shares5.71%2026-03-312026-04-07

EQT CORP EQT CORP5.1K shares2.40%2026-03-312026-04-07

AMD ADVANCED MICRO DEVICES INC1.6K shares7.84%2026-03-312026-04-07

AEM AGNICO EAGLE MINES LTD1.5K shares14.02%2026-03-312026-04-07

TMFC RBB FD INC4.7K shares-0.54%2026-03-312026-04-07

TJX TJX COS INC NEW2.0K sharesnew addition2026-03-312026-04-07

PFE PFIZER INC11.1K shares2.79%2026-03-312026-04-07

UNP UNION PAC CORP1.3K shares14.56%2026-03-312026-04-07

Sponsored

BABA ALIBABA GROUP HLDG LTD2.4K shares0.00%2026-03-312026-04-07

PG PROCTER AND GAMBLE CO2.1K shares29.60%2026-03-312026-04-07

VGT VANGUARD WORLD FD430 shares-8.32%2026-03-312026-04-07

LMT LOCKHEED MARTIN CORP492 shares7.19%2026-03-312026-04-07

ICE INTERCONTINENTAL EXCHANGE IN1.9K sharesnew addition2026-03-312026-04-07

EOG EOG RES INC2.0K shares-26.62%2026-03-312026-04-07

NEM NEWMONT CORP2.7K shares5.93%2026-03-312026-04-07

SLV ISHARES SILVER TR4.2K shares-23.83%2026-03-312026-04-07

Sponsored

AMAT APPLIED MATLS INC826 sharesnew addition2026-03-312026-04-07

EMR EMERSON ELEC CO2.2K sharesnew addition2026-03-312026-04-07

LAM RESEARCH CORP LAM RESEARCH CORP1.3K sharesnew addition2026-03-312026-04-07

MCD MCDONALDS CORP898 shares18.47%2026-03-312026-04-07

COF CAPITAL ONE FINL CORP1.5K shares28.64%2026-03-312026-04-07

CRCL CIRCLE INTERNET GROUP INC2.9K shares0.00%2026-03-312026-04-07

ORCL ORACLE CORP1.9K shares9.38%2026-03-312026-04-07

EMXC ISHARES INC3.5K shares0.00%2026-03-312026-04-07

Sponsored

VXF VANGUARD INDEX FDS1.3K shares-28.58%2026-03-312026-04-07

PLD PROLOGIS INC.2.0K sharesnew addition2026-03-312026-04-07

AGG ISHARES TR2.6K shares-40.13%2026-03-312026-04-07

SCCO SOUTHERN COPPER CORP1.5K sharesnew addition2026-03-312026-04-07

KMB KIMBERLY-CLARK CORP2.7K shares30.84%2026-03-312026-04-07

ADVISORSHARES TR ADVISORSHARES TR120.0K shares300.00%2026-03-312026-04-07

IWF ISHARES TR603 shares0.00%2026-03-312026-04-07

IWD ISHARES TR1.2K sharesnew addition2026-03-312026-04-07

Sponsored

CITIGROUP INC CITIGROUP INC2.3K sharesnew addition2026-03-312026-04-07

TRV TRAVELERS COMPANIES INC862 shares15.24%2026-03-312026-04-07

CME CME GROUP INC849 shares3.41%2026-03-312026-04-07

BA BOEING CO1.3K shares6.79%2026-03-312026-04-07

D DOMINION ENERGY INC4.0K shares13.42%2026-03-312026-04-07

BLACKROCK INC BLACKROCK INC256 sharesnew addition2026-03-312026-04-07

ABT ABBOTT LABS2.3K shares9.29%2026-03-312026-04-07

GIL GILDAN ACTIVEWEAR INC4.3K shares0.00%2026-03-312026-04-07

Sponsored

CB CHUBB LIMITED729 sharesnew addition2026-03-312026-04-07

APH AMPHENOL CORP NEW1.9K sharesnew addition2026-03-312026-04-07

PRU PRUDENTIAL FINL INC2.4K shares-10.84%2026-03-312026-04-07

BLACKSTONE INC BLACKSTONE INC2.0K shares-22.58%2026-03-312026-04-07

BMY BRISTOL-MYERS SQUIBB CO3.8K sharesnew addition2026-03-312026-04-07

NOG NORTHERN OIL & GAS INC7.8K sharesnew addition2026-03-312026-04-07

PHYS SPROTT ASSET MANAGEMENT LP6.4K shares0.00%2026-03-312026-04-07

OKLO OKLO INC4.5K shares11.92%2026-03-312026-04-07

Sponsored

UNH UNITEDHEALTH GROUP INC813 shares5.31%2026-03-312026-04-07

GILD GILEAD SCIENCES INC1.6K sharesnew addition2026-03-312026-04-07

IGV ISHARES TR2.7K shares31.26%2026-03-312026-04-07

ESGD ISHARES TR2.2K shares0.00%2026-03-312026-04-07

RF REGIONS FINANCIAL CORP NEW8.1K sharesnew addition2026-03-312026-04-07

HON HONEYWELL INTL INC907 sharesnew addition2026-03-312026-04-07

MDLZ MONDELEZ INTL INC3.5K sharesnew addition2026-03-312026-04-07

XLF SELECT SECTOR SPDR TR4.1K shares0.00%2026-03-312026-04-07

Sponsored

ETHE GRAYSCALE ETHEREUM TRUST ETF11.8K shares0.00%2026-03-312026-04-07

STHO STAR HLDGS26.6K shares0.00%2026-03-312026-04-07

PRT PERMROCK ROYALTY TRUST28.7K shares0.00%2026-03-312026-04-07

ELDN ELEDON PHARMACEUTICALS INC30.0K shares0.00%2026-03-312026-04-07

ZJK ZJK INDL CO. LTD.12.5K shares0.00%2026-03-312026-04-07

CNDT CONDUENT INC10.0K shares0.00%2026-03-312026-04-07

QUAL

ISHARES TR

-0.96%

Shares502.9K

Event2026-03-31

Filed2026-04-07

SCHD

SCHWAB STRATEGIC TR

-0.52%

Shares1.9M

Event2026-03-31

Filed2026-04-07

VIG

VANGUARD SPECIALIZED FUNDS

2.46%

Shares200.6K

Event2026-03-31

Filed2026-04-07

INVESCO EXCHANGE TRADED FD T

0.35%

Shares192.3K

Event2026-03-31

Filed2026-04-07

SPGP

INVESCO EXCHANGE TRADED FD T

1.59%

Shares340.8K

Event2026-03-31

Filed2026-04-07

GTO

INVESCO ACTIVELY MANAGED EXC

3.69%

Shares768.5K

Event2026-03-31

Filed2026-04-07

AAPL

APPLE INC

5.55%

Shares137.5K

Event2026-03-31

Filed2026-04-07

HTRB

HARTFORD FDS EXCHANGE TRADED

6.61%

Shares988.0K

Event2026-03-31

Filed2026-04-07

DGRW

WISDOMTREE TR

7.49%

Shares375.3K

Event2026-03-31

Filed2026-04-07

PTRB

PGIM ETF TR

6.38%

Shares779.8K

Event2026-03-31

Filed2026-04-07

IQLT

ISHARES TR

6.47%

Shares476.5K

Event2026-03-31

Filed2026-04-07

TOTL

SSGA ACTIVE ETF TR

1.91%

Shares536.2K

Event2026-03-31

Filed2026-04-07

SCHG

SCHWAB STRATEGIC TR

9.93%

Shares713.0K

Event2026-03-31

Filed2026-04-07

FNDF

SCHWAB STRATEGIC TR

6.01%

Shares415.0K

Event2026-03-31

Filed2026-04-07

RDVY

FIRST TR EXCHANGE TRADED FD

18.36%

Shares288.1K

Event2026-03-31

Filed2026-04-07

ANGL

VANECK ETF TRUST

8.71%

Shares669.2K

Event2026-03-31

Filed2026-04-07

SJNK

SPDR SERIES TRUST

-11.39%

Shares744.3K

Event2026-03-31

Filed2026-04-07

VIGI

VANGUARD WHITEHALL FDS

6.87%

Shares186.5K

Event2026-03-31

Filed2026-04-07

SPY

SPDR S&P 500 ETF TR

-3.37%

Shares23.7K

Event2026-03-31

Filed2026-04-07

NVDA

NVIDIA CORPORATION

6.46%

Shares83.4K

Event2026-03-31

Filed2026-04-07

XSOE

WISDOMTREE TR

9.87%

Shares336.8K

Event2026-03-31

Filed2026-04-07

JPST

J P MORGAN EXCHANGE TRADED F

26.31%

Shares220.6K

Event2026-03-31

Filed2026-04-07

MOAT

VANECK ETF TRUST

26.60%

Shares107.1K

Event2026-03-31

Filed2026-04-07

INVESCO QQQ TR

0.33%

Shares17.5K

Event2026-03-31

Filed2026-04-07

MSFT

MICROSOFT CORP

12.31%

Shares25.7K

Event2026-03-31

Filed2026-04-07

CALF

PACER FDS TR

-14.33%

Shares180.2K

Event2026-03-31

Filed2026-04-07

BERKSHIRE HATHAWAY INC DEL

4.02%

Shares15.3K

Event2026-03-31

Filed2026-04-07

AMZN

AMAZON COM INC

11.32%

Shares32.8K

Event2026-03-31

Filed2026-04-07

VPLS

VANGUARD MALVERN FDS

132.27%

Shares86.4K

Event2026-03-31

Filed2026-04-07

FPE

FIRST TR EXCH TRADED FD III

-1.90%

Shares353.7K

Event2026-03-31

Filed2026-04-07

SBR

SABINE RTY TR

0.10%

Shares68.1K

Event2026-03-31

Filed2026-04-07

EPD

ENTERPRISE PRODS PARTNERS L

12.06%

Shares133.8K

Event2026-03-31

Filed2026-04-07

BROADCOM INC

5.81%

Shares16.2K

Event2026-03-31

Filed2026-04-07

IVV

ISHARES TR

4.28%

Shares6.9K

Event2026-03-31

Filed2026-04-07

ALPHABET INC

36.49%

Shares14.8K

Event2026-03-31

Filed2026-04-07

ENERGY TRANSFER L P

4.77%

Shares197.2K

Event2026-03-31

Filed2026-04-07

VTI

VANGUARD INDEX FDS

-7.52%

Shares11.1K

Event2026-03-31

Filed2026-04-07

RODM

LATTICE STRATEGIES TR

-5.88%

Shares88.2K

Event2026-03-31

Filed2026-04-07

XOM

EXXON MOBIL CORP

-0.83%

Shares20.1K

Event2026-03-31

Filed2026-04-07

CMG

CHIPOTLE MEXICAN GRILL INC

0.64%

Shares93.9K

Event2026-03-31

Filed2026-04-07

SCHE

SCHWAB STRATEGIC TR

-0.16%

Shares81.8K

Event2026-03-31

Filed2026-04-07

MPLX

MPLX LP

1.88%

Shares45.6K

Event2026-03-31

Filed2026-04-07

FIXD

FIRST TR EXCHNG TRADED FD VI

-4.27%

Shares59.4K

Event2026-03-31

Filed2026-04-07

SCHF

SCHWAB STRATEGIC TR

-0.65%

Shares101.0K

Event2026-03-31

Filed2026-04-07

PEP

PEPSICO INC

-0.46%

Shares15.6K

Event2026-03-31

Filed2026-04-07

UAMY

UNITED STATES ANTIMONY CORP

New

Shares248.0K

Event2026-03-31

Filed2026-04-07

IGSB

ISHARES TR

10.66%

Shares40.4K

Event2026-03-31

Filed2026-04-07

JPM

JPMORGAN CHASE & CO.

14.71%

Shares7.2K

Event2026-03-31

Filed2026-04-07

TSM

TAIWAN SEMICONDUCTOR MFG LTD

19.80%

Shares6.2K

Event2026-03-31

Filed2026-04-07

PLTR

PALANTIR TECHNOLOGIES INC

1.02%

Shares13.8K

Event2026-03-31

Filed2026-04-07

TPL

TEXAS PACIFIC LAND CORPORATI

0.62%

Shares4.1K

Event2026-03-31

Filed2026-04-07

TSLA

TESLA INC

-20.61%

Shares4.9K

Event2026-03-31

Filed2026-04-07

ALPHABET INC

15.15%

Shares6.1K

Event2026-03-31

Filed2026-04-07

IEFA

ISHARES TR

-2.04%

Shares19.0K

Event2026-03-31

Filed2026-04-07

WMT

WALMART INC

24.19%

Shares13.8K

Event2026-03-31

Filed2026-04-07

BSV

VANGUARD BD INDEX FDS

-41.18%

Shares21.0K

Event2026-03-31

Filed2026-04-07

SCHW

SCHWAB CHARLES CORP

0.30%

Shares17.5K

Event2026-03-31

Filed2026-04-07

JNJ

JOHNSON & JOHNSON

36.99%

Shares6.2K

Event2026-03-31

Filed2026-04-07

SOUTHSTATE BK CORP

0.00%

Shares16.1K

Event2026-03-31

Filed2026-04-07

VIPER ENERGY INC

0.23%

Shares31.7K

Event2026-03-31

Filed2026-04-07

META

META PLATFORMS INC

48.65%

Shares2.6K

Event2026-03-31

Filed2026-04-07

DMLP

DORCHESTER MINERALS LP

1.34%

Shares51.6K

Event2026-03-31

Filed2026-04-07

BSM

BLACK STONE MINERALS L P

0.18%

Shares92.2K

Event2026-03-31

Filed2026-04-07

FNDA

SCHWAB STRATEGIC TR

7.48%

Shares39.7K

Event2026-03-31

Filed2026-04-07

MASTERCARD INCORPORATED

-2.73%

Shares2.6K

Event2026-03-31

Filed2026-04-07

OKE

ONEOK INC NEW

12.34%

Shares14.1K

Event2026-03-31

Filed2026-04-07

GEV

GE VERNOVA INC

-12.61%

Shares1.4K

Event2026-03-31

Filed2026-04-07

IBM

INTERNATIONAL BUSINESS MACHS

4.44%

Shares4.8K

Event2026-03-31

Filed2026-04-07

HBAN

HUNTINGTON BANCSHARES INC

New

Shares73.0K

Event2026-03-31

Filed2026-04-07

COST

COSTCO WHSL CORP NEW

21.08%

Shares1.1K

Event2026-03-31

Filed2026-04-07

NBHC

NATIONAL BK HLDGS CORP

New

Shares28.2K

Event2026-03-31

Filed2026-04-07

NFLX

NETFLIX INC

8.51%

Shares11.5K

Event2026-03-31

Filed2026-04-07

GPIX

GOLDMAN SACHS ETF TR

17.61%

Shares21.8K

Event2026-03-31

Filed2026-04-07

LLY

ELI LILLY & CO

29.40%

Shares1.2K

Event2026-03-31

Filed2026-04-07

CVX

CHEVRON CORP NEW

17.92%

Shares5.2K

Event2026-03-31

Filed2026-04-07

SPDW

SPDR INDEX SHS FDS

0.03%

Shares22.4K

Event2026-03-31

Filed2026-04-07

MERCK & CO INC

8.53%

Shares8.5K

Event2026-03-31

Filed2026-04-07

BIL

SPDR SERIES TRUST

-74.19%

Shares10.9K

Event2026-03-31

Filed2026-04-07

GE AEROSPACE

-19.66%

Shares3.5K

Event2026-03-31

Filed2026-04-07

GLD

SPDR GOLD TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-07

COCA COLA CO

44.72%

Shares12.1K

Event2026-03-31

Filed2026-04-07

ABBV

ABBVIE INC

28.72%

Shares4.2K

Event2026-03-31

Filed2026-04-07

ANNALY CAPITAL MANAGEMENT IN

2.25%

Shares42.9K

Event2026-03-31

Filed2026-04-07

PHILIP MORRIS INTL INC

9.16%

Shares5.5K

Event2026-03-31

Filed2026-04-07

GHC

GRAHAM HLDGS CO

0.12%

Shares842

Event2026-03-31

Filed2026-04-07

CSCO

CISCO SYS INC

7.03%

Shares11.4K

Event2026-03-31

Filed2026-04-07

LUV

SOUTHWEST AIRLS CO

0.80%

Shares22.9K

Event2026-03-31

Filed2026-04-07

IJH

ISHARES TR

41.49%

Shares12.7K

Event2026-03-31

Filed2026-04-07

CRWD

CROWDSTRIKE HLDGS INC

15.50%

Shares2.2K

Event2026-03-31

Filed2026-04-07

TQQQ

PROSHARES TR

0.00%

Shares20.3K

Event2026-03-31

Filed2026-04-07

VISA INC

49.49%

Shares2.8K

Event2026-03-31

Filed2026-04-07

VANGUARD INDEX FDS

New

Shares2.9K

Event2026-03-31

Filed2026-04-07

IEMG

ISHARES INC

0.00%

Shares11.7K

Event2026-03-31

Filed2026-04-07

NUV

NUVEEN MUN VALUE FD INC

0.00%

Shares90.1K

Event2026-03-31

Filed2026-04-07

VANGUARD INDEX FDS

New

Shares3.1K

Event2026-03-31

Filed2026-04-07

NOC

NORTHROP GRUMMAN CORP

2.36%

Shares1.2K

Event2026-03-31

Filed2026-04-07

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares10.5K

Event2026-03-31

Filed2026-04-07

BAC

BANK AMERICA CORP

71.02%

Shares16.1K

Event2026-03-31

Filed2026-04-07

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares9.4K

Event2026-03-31

Filed2026-04-07

MICRON TECHNOLOGY INC

6.32%

Shares2.3K

Event2026-03-31

Filed2026-04-07

AGNC

AGNC INVT CORP

2.40%

Shares74.5K

Event2026-03-31

Filed2026-04-07

AMGN

AMGEN INC

6.25%

Shares2.1K

Event2026-03-31

Filed2026-04-07

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-07

MORGAN STANLEY

21.37%

Shares4.3K

Event2026-03-31

Filed2026-04-07

SMH

VANECK ETF TRUST

107.72%

Shares1.9K

Event2026-03-31

Filed2026-04-07

COP

CONOCOPHILLIPS

58.88%

Shares5.3K

Event2026-03-31

Filed2026-04-07

JEPQ

J P MORGAN EXCHANGE TRADED F

0.69%

Shares12.5K

Event2026-03-31

Filed2026-04-07

ESGU

ISHARES TR

0.25%

Shares4.8K

Event2026-03-31

Filed2026-04-07

NEE

NEXTERA ENERGY INC

53.09%

Shares7.0K

Event2026-03-31

Filed2026-04-07

HOME DEPOT INC

6.72%

Shares2.0K

Event2026-03-31

Filed2026-04-07

KRP

KIMBELL RTY PARTNERS LP

0.00%

Shares43.8K

Event2026-03-31

Filed2026-04-07

ALTRIA GROUP INC

8.56%

Shares9.4K

Event2026-03-31

Filed2026-04-07

EEM

ISHARES TR

New

Shares10.8K

Event2026-03-31

Filed2026-04-07

VEA

VANGUARD TAX-MANAGED FDS

New

Shares9.5K

Event2026-03-31

Filed2026-04-07

RTX

RTX CORPORATION

117.66%

Shares3.1K

Event2026-03-31

Filed2026-04-07

MARVELL TECHNOLOGY INC

0.82%

Shares6.1K

Event2026-03-31

Filed2026-04-07

UBER

UBER TECHNOLOGIES INC

30.08%

Shares8.3K

Event2026-03-31

Filed2026-04-07

BKNG

BOOKING HOLDINGS INC

0.00%

Shares140

Event2026-03-31

Filed2026-04-07

CRWV

COREWEAVE INC

-0.23%

Shares7.5K

Event2026-03-31

Filed2026-04-07

GCI

USA TODAY CO INC

0.00%

Shares80.0K

Event2026-03-31

Filed2026-04-07

VANGUARD INDEX FDS

-4.07%

Shares944

Event2026-03-31

Filed2026-04-07

JBI

JANUS INTERNATIONAL GROUP IN

0.00%

Shares104.9K

Event2026-03-31

Filed2026-04-07

IVW

ISHARES TR

0.06%

Shares4.7K

Event2026-03-31

Filed2026-04-07

NSC

NORFOLK SOUTHN CORP

0.88%

Shares1.8K

Event2026-03-31

Filed2026-04-07

YUM

YUM BRANDS INC

21.65%

Shares3.4K

Event2026-03-31

Filed2026-04-07

LEAD

SIREN ETF TR

5.55%

Shares6.8K

Event2026-03-31

Filed2026-04-07

QQQM

INVESCO EXCH TRADED FD TR II

2.64%

Shares2.2K

Event2026-03-31

Filed2026-04-07

ISRG

INTUITIVE SURGICAL INC

15.31%

Shares1.1K

Event2026-03-31

Filed2026-04-07

WFC

WELLS FARGO CO NEW

85.38%

Shares6.5K

Event2026-03-31

Filed2026-04-07

PPA

INVESCO EXCHANGE TRADED FD T

83.99%

Shares3.1K

Event2026-03-31

Filed2026-04-07

SPYD

SPDR SERIES TRUST

0.00%

Shares11.2K

Event2026-03-31

Filed2026-04-07

CAVA

CAVA GROUP INC

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-07

TXN

TEXAS INSTRS INC

-0.21%

Shares2.4K

Event2026-03-31

Filed2026-04-07

SHY

ISHARES TR

16.01%

Shares5.7K

Event2026-03-31

Filed2026-04-07

XLK

SELECT SECTOR SPDR TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-07

WES

WESTERN MIDSTREAM PARTNERS L

2.12%

Shares11.2K

Event2026-03-31

Filed2026-04-07

AXP

AMERICAN EXPRESS CO

2.68%

Shares1.5K

Event2026-03-31

Filed2026-04-07

CAT

CATERPILLAR INC

13.26%

Shares632

Event2026-03-31

Filed2026-04-07

AT&T INC

-5.20%

Shares15.2K

Event2026-03-31

Filed2026-04-07

INTC

INTEL CORP

-22.30%

Shares9.6K

Event2026-03-31

Filed2026-04-07

SLYV

SPDR SERIES TRUST

-12.25%

Shares4.5K

Event2026-03-31

Filed2026-04-07

EMLP

FIRST TR EXCHANGE-TRADED FD

16.75%

Shares9.7K

Event2026-03-31

Filed2026-04-07

XLE

SELECT SECTOR SPDR TR

0.38%

Shares6.8K

Event2026-03-31

Filed2026-04-07

MIDU

DIREXION SHS ETF TR

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-07

LINDE PLC

New

Shares832

Event2026-03-31

Filed2026-04-07

ISHARES GOLD TR

-27.74%

Shares4.6K

Event2026-03-31

Filed2026-04-07

TPYP

TORTOISE CAPITAL SERIES TRUS

0.88%

Shares9.5K

Event2026-03-31

Filed2026-04-07

SPSM

SPDR SERIES TRUST

0.19%

Shares8.3K

Event2026-03-31

Filed2026-04-07

VERIZON COMMUNICATIONS INC

-2.46%

Shares7.9K

Event2026-03-31

Filed2026-04-07

JOUT

JOHNSON OUTDOORS INC

0.69%

Shares8.5K

Event2026-03-31

Filed2026-04-07

UPS

UNITED PARCEL SERVICE INC

3.68%

Shares4.0K

Event2026-03-31

Filed2026-04-07

PANW

PALO ALTO NETWORKS INC

8.46%

Shares2.4K

Event2026-03-31

Filed2026-04-07

DELL

DELL TECHNOLOGIES INC

-5.24%

Shares2.3K

Event2026-03-31

Filed2026-04-07

CRM

SALESFORCE INC

23.32%

Shares2.0K

Event2026-03-31

Filed2026-04-07

QQQE

DIREXION SHS ETF TR

-0.11%

Shares3.8K

Event2026-03-31

Filed2026-04-07

RSPG

INVESCO EXCHANGE TRADED FD T

1.10%

Shares3.4K

Event2026-03-31

Filed2026-04-07

NXPI

NXP SEMICONDUCTORS N V

1.58%

Shares1.9K

Event2026-03-31

Filed2026-04-07

TMO

THERMO FISHER SCIENTIFIC INC

31.82%

Shares725

Event2026-03-31

Filed2026-04-07

GDX

VANECK ETF TRUST

3.28%

Shares3.8K

Event2026-03-31

Filed2026-04-07

OSTX

OS THERAPIES INCORPORATED

New

Shares245.4K

Event2026-03-31

Filed2026-04-07

GOLDMAN SACHS GROUP INC

5.71%

Shares389

Event2026-03-31

Filed2026-04-07

EQT CORP

2.40%

Shares5.1K

Event2026-03-31

Filed2026-04-07

AMD

ADVANCED MICRO DEVICES INC

7.84%

Shares1.6K

Event2026-03-31

Filed2026-04-07

AEM

AGNICO EAGLE MINES LTD

14.02%

Shares1.5K

Event2026-03-31

Filed2026-04-07

TMFC

RBB FD INC

-0.54%

Shares4.7K

Event2026-03-31

Filed2026-04-07

TJX

TJX COS INC NEW

New

Shares2.0K

Event2026-03-31

Filed2026-04-07

PFE

PFIZER INC

2.79%

Shares11.1K

Event2026-03-31

Filed2026-04-07

UNP

UNION PAC CORP

14.56%

Shares1.3K

Event2026-03-31

Filed2026-04-07

BABA

ALIBABA GROUP HLDG LTD

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-07

PROCTER AND GAMBLE CO

29.60%

Shares2.1K

Event2026-03-31

Filed2026-04-07

VGT

VANGUARD WORLD FD

-8.32%

Shares430

Event2026-03-31

Filed2026-04-07

LMT

LOCKHEED MARTIN CORP

7.19%

Shares492

Event2026-03-31

Filed2026-04-07

ICE

INTERCONTINENTAL EXCHANGE IN

New

Shares1.9K

Event2026-03-31

Filed2026-04-07

EOG

EOG RES INC

-26.62%

Shares2.0K

Event2026-03-31

Filed2026-04-07

NEM

NEWMONT CORP

5.93%

Shares2.7K

Event2026-03-31

Filed2026-04-07

SLV

ISHARES SILVER TR

-23.83%

Shares4.2K

Event2026-03-31

Filed2026-04-07

AMAT

APPLIED MATLS INC

New

Shares826

Event2026-03-31

Filed2026-04-07

EMR

EMERSON ELEC CO

New

Shares2.2K

Event2026-03-31

Filed2026-04-07

LAM RESEARCH CORP

New

Shares1.3K

Event2026-03-31

Filed2026-04-07

MCD

MCDONALDS CORP

18.47%

Shares898

Event2026-03-31

Filed2026-04-07

COF

CAPITAL ONE FINL CORP

28.64%

Shares1.5K

Event2026-03-31

Filed2026-04-07

CRCL

CIRCLE INTERNET GROUP INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-07

ORCL

ORACLE CORP

9.38%

Shares1.9K

Event2026-03-31

Filed2026-04-07

EMXC

ISHARES INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-07

VXF

VANGUARD INDEX FDS

-28.58%

Shares1.3K

Event2026-03-31

Filed2026-04-07

PLD

PROLOGIS INC.

New

Shares2.0K

Event2026-03-31

Filed2026-04-07

AGG

ISHARES TR

-40.13%

Shares2.6K

Event2026-03-31

Filed2026-04-07

SCCO

SOUTHERN COPPER CORP

New

Shares1.5K

Event2026-03-31

Filed2026-04-07

KMB

KIMBERLY-CLARK CORP

30.84%

Shares2.7K

Event2026-03-31

Filed2026-04-07

ADVISORSHARES TR

300.00%

Shares120.0K

Event2026-03-31

Filed2026-04-07

IWF

ISHARES TR

0.00%

Shares603

Event2026-03-31

Filed2026-04-07

IWD

ISHARES TR

New

Shares1.2K

Event2026-03-31

Filed2026-04-07

CITIGROUP INC

New

Shares2.3K

Event2026-03-31

Filed2026-04-07

TRV

TRAVELERS COMPANIES INC

15.24%

Shares862

Event2026-03-31

Filed2026-04-07

CME

CME GROUP INC

3.41%

Shares849

Event2026-03-31

Filed2026-04-07

BOEING CO

6.79%

Shares1.3K

Event2026-03-31

Filed2026-04-07

DOMINION ENERGY INC

13.42%

Shares4.0K

Event2026-03-31

Filed2026-04-07

BLACKROCK INC

New

Shares256

Event2026-03-31

Filed2026-04-07

ABT

ABBOTT LABS

9.29%

Shares2.3K

Event2026-03-31

Filed2026-04-07

GIL

GILDAN ACTIVEWEAR INC

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-07

CHUBB LIMITED

New

Shares729

Event2026-03-31

Filed2026-04-07

APH

AMPHENOL CORP NEW

New

Shares1.9K

Event2026-03-31

Filed2026-04-07

PRU

PRUDENTIAL FINL INC

-10.84%

Shares2.4K

Event2026-03-31

Filed2026-04-07

BLACKSTONE INC

-22.58%

Shares2.0K

Event2026-03-31

Filed2026-04-07

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares3.8K

Event2026-03-31

Filed2026-04-07

NOG

NORTHERN OIL & GAS INC

New

Shares7.8K

Event2026-03-31

Filed2026-04-07

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-07

OKLO

OKLO INC

11.92%

Shares4.5K

Event2026-03-31

Filed2026-04-07

UNH

UNITEDHEALTH GROUP INC

5.31%

Shares813

Event2026-03-31

Filed2026-04-07

GILD

GILEAD SCIENCES INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-07

IGV

ISHARES TR

31.26%

Shares2.7K

Event2026-03-31

Filed2026-04-07

ESGD

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-07

REGIONS FINANCIAL CORP NEW

New

Shares8.1K

Event2026-03-31

Filed2026-04-07

HON

HONEYWELL INTL INC

New

Shares907

Event2026-03-31

Filed2026-04-07

MDLZ

MONDELEZ INTL INC

New

Shares3.5K

Event2026-03-31

Filed2026-04-07

XLF

SELECT SECTOR SPDR TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-07

ETHE

GRAYSCALE ETHEREUM TRUST ETF

0.00%

Shares11.8K

Event2026-03-31

Filed2026-04-07

STHO

STAR HLDGS

0.00%

Shares26.6K

Event2026-03-31

Filed2026-04-07

PRT

PERMROCK ROYALTY TRUST

0.00%

Shares28.7K

Event2026-03-31

Filed2026-04-07

ELDN

ELEDON PHARMACEUTICALS INC

0.00%

Shares30.0K

Event2026-03-31

Filed2026-04-07

ZJK

ZJK INDL CO. LTD.

0.00%

Shares12.5K

Event2026-03-31

Filed2026-04-07

CNDT

CONDUENT INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

IWM Put PutISHARES TR68.5K sharesnew addition2026-03-312026-04-07

IWM Put

ISHARES TR

New

Shares68.5K

Event2026-03-31

Filed2026-04-07