Sponsored

The Analysis of Innova Wealth Partners's Holdings & P&L

Currently, Innova Wealth Partners holds 157 types of securities in its portfolio with a total value $210.3M. In the most recent quarter, they have increased their positions in SHY (+182.5K shares, valued at $15.1M), IEF (+63.2K shares, valued at $6.0M), AGG (+54.7K shares, valued at $5.4M); decreased their positions in DBMF (-395.0K shares, valued at $11.9M), GLD (-11.2K shares, valued at $4.8M), XLC (-37.0K shares, valued at $4.1M); initiated new positions in XLP (+39.8K shares, valued at $3.3M), TLT (+17.2K shares, valued at $1.5M), RSBA (+42.7K shares, valued at $886.3K).

1M P&L

+3.7M+1.88%

3M P&L

+2.3M+1.14%

HY P&L

+13.0M+6.98%

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/A158.7M

82.5%

2Drug Manufacturers - General4.6M

2.4%

3Software - Infrastructure2.8M

1.5%

Top Industries by Stock Count

1N/A78 stocks

56.1%

2Drug Manufacturers - General6 stocks

4.3%

3Utilities - Regulated Electric5 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SHY ISHARES TR318.1K shares134.61%2026-03-312026-04-24

AGG ISHARES TR105.1K shares108.54%2026-03-312026-04-24

BOXX EA SERIES TRUST81.2K shares18.43%2026-03-312026-04-24

JAAA JANUS DETROIT STR TR164.4K shares42.78%2026-03-312026-04-24

IEF ISHARES TR68.2K shares1282.54%2026-03-312026-04-24

RSST TIDAL TRUST II206.8K shares13.55%2026-03-312026-04-24

VGK VANGUARD INTL EQUITY INDEX F69.5K shares645.29%2026-03-312026-04-24

XLE SELECT SECTOR SPDR TR79.5K shares-10.82%2026-03-312026-04-24

Sponsored

XLU SELECT SECTOR SPDR TR99.7K shares-8.98%2026-03-312026-04-24

ICF ISHARES TR73.8K shares1084.79%2026-03-312026-04-24

TIDAL TRUST II TIDAL TRUST II201.1K shares61.50%2026-03-312026-04-24

XLI SELECT SECTOR SPDR TR26.5K shares-8.70%2026-03-312026-04-24

RSBT TIDAL TRUST II227.0K shares33.17%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T5.9K shares-17.95%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS6.2K shares8.99%2026-03-312026-04-24

XLB SELECT SECTOR SPDR TR71.1K shares-9.32%2026-03-312026-04-24

Sponsored

EFA ISHARES TR35.4K shares110.05%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS15.9K shares-7.73%2026-03-312026-04-24

XLP SELECT SECTOR SPDR TR39.8K sharesnew addition2026-03-312026-04-24

SSO PROSHARES TR58.4K shares-0.75%2026-03-312026-04-24

VTI VANGUARD INDEX FDS8.7K shares4.49%2026-03-312026-04-24

AAPL APPLE INC10.2K shares-8.25%2026-03-312026-04-24

MSFT MICROSOFT CORP6.6K shares1.74%2026-03-312026-04-24

PDBC INVESCO ACTVELY MNGD ETC FD133.1K shares-12.97%2026-03-312026-04-24

Sponsored

INVESCO QQQ TR INVESCO QQQ TR3.9K shares-18.47%2026-03-312026-04-24

EEM ISHARES TR39.4K shares-2.26%2026-03-312026-04-24

GLD SPDR GOLD TR5.2K shares-68.48%2026-03-312026-04-24

BIL SPDR SERIES TRUST22.7K shares465.42%2026-03-312026-04-24

XOM EXXON MOBIL CORP9.6K shares-10.79%2026-03-312026-04-24

TLT ISHARES TR17.2K sharesnew addition2026-03-312026-04-24

AGNC AGNC INVT CORP148.0K shares53.22%2026-03-312026-04-24

CMI CUMMINS INC2.7K shares0.04%2026-03-312026-04-24

Sponsored

RZV INVESCO EXCHANGE TRADED FD T11.2K shares43.34%2026-03-312026-04-24

ABBV ABBVIE INC6.2K shares-0.10%2026-03-312026-04-24

LLY ELI LILLY & CO1.5K shares-1.09%2026-03-312026-04-24

VOOV VANGUARD ADMIRAL FDS INC6.2K shares24.25%2026-03-312026-04-24

NTSX WISDOMTREE TR22.8K shares-0.97%2026-03-312026-04-24

ROMO STRATEGY SHS37.6K shares-33.07%2026-03-312026-04-24

EWJ ISHARES INC14.0K shares-68.42%2026-03-312026-04-24

QLD PROSHARES TR18.7K shares-18.12%2026-03-312026-04-24

Sponsored

QMOM EA SERIES TRUST16.3K shares202.82%2026-03-312026-04-24

TIDAL TRUST II TIDAL TRUST II59.8K shares34.63%2026-03-312026-04-24

QVAL EA SERIES TRUST21.0K shares170.90%2026-03-312026-04-24

VXUS VANGUARD STAR FDS14.1K shares294.66%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS16.7K shares-51.72%2026-03-312026-04-24

DBMF LITMAN GREGORY FDS TR33.6K shares-92.17%2026-03-312026-04-24

NVDA NVIDIA CORPORATION5.5K shares-2.63%2026-03-312026-04-24

AMZN AMAZON COM INC4.3K shares-1.74%2026-03-312026-04-24

Sponsored

RSBA TIDAL TRUST II42.7K sharesnew addition2026-03-312026-04-24

TIDAL TRUST II TIDAL TRUST II36.6K shares18.78%2026-03-312026-04-24

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II11.7K shares175.15%2026-03-312026-04-24

IVV ISHARES TR1.2K shares0.00%2026-03-312026-04-24

EFV ISHARES TR10.7K shares20.18%2026-03-312026-04-24

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.1K shares218.46%2026-03-312026-04-24

PG PROCTER & GAMBLE CO5.4K shares-0.71%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON3.1K shares7.88%2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC2.5K shares0.04%2026-03-312026-04-24

CVX CHEVRON CORPORATION3.4K shares0.41%2026-03-312026-04-24

IMOM EA SERIES TRUST17.3K sharesnew addition2026-03-312026-04-24

IVAL EA SERIES TRUST19.1K sharesnew addition2026-03-312026-04-24

BROADCOM INC BROADCOM INC2.1K shares-2.61%2026-03-312026-04-24

META META PLATFORMS INC1.0K shares40.27%2026-03-312026-04-24

GLW CORNING INC4.4K shares-0.75%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS2.4K shares0.46%2026-03-312026-04-24

Sponsored

CEG CONSTELLATION ENERGY CORP2.1K shares-1.43%2026-03-312026-04-24

AMGN AMGEN INC1.6K shares39.75%2026-03-312026-04-24

VCLT VANGUARD SCOTTSDALE FDS7.4K shares6.27%2026-03-312026-04-24

RWX SPDR INDEX SHS FDS20.7K shares-75.64%2026-03-312026-04-24

V VISA INC1.8K shares1.86%2026-03-312026-04-24

SLV ISHARES SILVER TR7.9K shares-13.75%2026-03-312026-04-24

UDOW PROSHARES TR10.6K shares0.68%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION534 shares-0.74%2026-03-312026-04-24

Sponsored

WMT WALMART INC4.2K shares1.60%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO1.8K shares-8.26%2026-03-312026-04-24

DIA STATE STR SPDR DOW JONES IND1.1K shares10.91%2026-03-312026-04-24

XLK SELECT SECTOR SPDR TR3.9K shares-88.74%2026-03-312026-04-24

SCHX SCHWAB STRATEGIC TR19.3K sharesnew addition2026-03-312026-04-24

PEP PEPSICO INC3.2K shares-0.78%2026-03-312026-04-24

IWM ISHARES TR1.9K shares12.56%2026-03-312026-04-24

FRDM EA SERIES TRUST8.6K shares87.67%2026-03-312026-04-24

Sponsored

PM PHILIP MORRIS INTL INC2.7K shares0.67%2026-03-312026-04-24

TOTALENERGIES SE TOTALENERGIES SE4.8K shares-0.41%2026-03-312026-04-24

MAIN MAIN STR CAP CORP8.2K shares-0.25%2026-03-312026-04-24

BMY BRISTOL-MYERS SQUIBB CO7.1K shares2.04%2026-03-312026-04-24

TQQQ PROSHARES TR9.9K shares4.73%2026-03-312026-04-24

ED CONSOLIDATED EDISON INC3.6K shares0.31%2026-03-312026-04-24

MA MASTERCARD INCORPORATED806 shares45.49%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC8.0K shares-4.56%2026-03-312026-04-24

Sponsored

SCHD SCHWAB STRATEGIC TR12.8K sharesnew addition2026-03-312026-04-24

SHV ISHARES TR3.6K shares-34.86%2026-03-312026-04-24

AEP AMERICAN ELEC PWR CO INC3.0K shares-0.77%2026-03-312026-04-24

RSSB TIDAL TRUST II14.2K sharesnew addition2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K sharesnew addition2026-03-312026-04-24

GSK PLC GSK PLC6.9K shares-12.72%2026-03-312026-04-24

WMB WILLIAMS COS INC5.2K shares-0.87%2026-03-312026-04-24

VEU VANGUARD INTL EQUITY INDEX F5.1K shares0.02%2026-03-312026-04-24

Sponsored

CAT CATERPILLAR INC535 shares0.19%2026-03-312026-04-24

UTG REAVES UTIL INCOME FD9.5K shares49.05%2026-03-312026-04-24

LMT LOCKHEED MARTIN CORP612 shares0.16%2026-03-312026-04-24

ORCL ORACLE CORP2.5K shares0.20%2026-03-312026-04-24

DY DYCOM INDS INC1.1K shares0.00%2026-03-312026-04-24

IJR ISHARES TR2.9K shares0.00%2026-03-312026-04-24

HD HOME DEPOT INC1.1K shares-1.38%2026-03-312026-04-24

DBC INVESCO DB COMMDY INDX TRCK12.1K shares-0.21%2026-03-312026-04-24

Sponsored

CB CHUBB LTD SWITZ1.1K shares18.39%2026-03-312026-04-24

VTV VANGUARD INDEX FDS1.8K shares10.52%2026-03-312026-04-24

ALL ALLSTATE CORP1.7K shares31.81%2026-03-312026-04-24

XLC SELECT SECTOR SPDR TR3.1K shares-92.25%2026-03-312026-04-24

VT VANGUARD INTL EQUITY INDEX F2.5K shares20.88%2026-03-312026-04-24

ORLA ORLA MNG LTD NEW20.8K shares14.19%2026-03-312026-04-24

BNDX VANGUARD CHARLOTTE FDS6.9K shares0.00%2026-03-312026-04-24

VXF VANGUARD INDEX FDS1.6K shares0.06%2026-03-312026-04-24

Sponsored

GS GOLDMAN SACHS GROUP INC382 shares0.79%2026-03-312026-04-24

SPDW SPDR INDEX SHS FDS6.8K sharesnew addition2026-03-312026-04-24

LOW LOWES COS INC1.3K shares0.54%2026-03-312026-04-24

RTX RTX CORPORATION1.6K shares-1.50%2026-03-312026-04-24

SPGI S&P GLOBAL INC692 shares13.82%2026-03-312026-04-24

DIREXION SHARES ETF TRUST DIREXION SHARES ETF TRUST7.7K sharesnew addition2026-03-312026-04-24

VWO VANGUARD INTL EQUITY INDEX F5.4K shares-86.61%2026-03-312026-04-24

QLTY GMO ETF TRUST8.0K shares0.00%2026-03-312026-04-24

Sponsored

MCO MOODYS CORP657 shares52.44%2026-03-312026-04-24

ALPHABET INC ALPHABET INC987 shares7.52%2026-03-312026-04-24

VUG VANGUARD INDEX FDS647 shares6.59%2026-03-312026-04-24

MUB ISHARES TR2.7K shares18.00%2026-03-312026-04-24

HALO HALOZYME THERAPEUTICS INC4.3K shares18.38%2026-03-312026-04-24

GEV GE VERNOVA INC310 shares-1.90%2026-03-312026-04-24

XLRE SELECT SECTOR SPDR TR6.5K shares6.37%2026-03-312026-04-24

MCD MCDONALDS CORP854 shares0.95%2026-03-312026-04-24

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP3.3K shares0.18%2026-03-312026-04-24

SHYD VANECK ETF TRUST11.3K shares0.00%2026-03-312026-04-24

KO COCA COLA CO3.3K shares8.49%2026-03-312026-04-24

IMCG ISHARES TR3.2K sharesnew addition2026-03-312026-04-24

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC3.5K sharesnew addition2026-03-312026-04-24

UGL PROSHARES TR II3.9K shares-27.37%2026-03-312026-04-24

VBIL VANGUARD INSTL INDEX FD3.2K shares-12.14%2026-03-312026-04-24

CENCORA INC CENCORA INC753 shares0.00%2026-03-312026-04-24

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL493 shares4.89%2026-03-312026-04-24

EFO PROSHARES TR3.7K sharesnew addition2026-03-312026-04-24

SO SOUTHERN CO2.4K shares-1.14%2026-03-312026-04-24

EXE EXPAND ENERGY CORPORATION2.1K shares-0.47%2026-03-312026-04-24

XLV SELECT SECTOR SPDR TR1.6K shares-94.10%2026-03-312026-04-24

CZNC CITIZENS & NORTHN CORP10.1K shares0.00%2026-03-312026-04-24

XLY SELECT SECTOR SPDR TR2.0K shares-94.28%2026-03-312026-04-24

TD TORONTO DOMINION BK ONT2.4K shares0.00%2026-03-312026-04-24

Sponsored

TIP ISHARES TR2.0K sharesnew addition2026-03-312026-04-24

TSLA TESLA INC565 shares-16.67%2026-03-312026-04-24

WFC WELLS FARGO & CO2.6K shares0.31%2026-03-312026-04-24

BRC BRADY CORP2.6K shares0.04%2026-03-312026-04-24

DVY ISHARES TR1.4K sharesnew addition2026-03-312026-04-24

AIZ ASSURANT INC940 shares0.00%2026-03-312026-04-24

LAM RESEARCH CORP LAM RESEARCH CORP958 sharesnew addition2026-03-312026-04-24

NEE NEXTERA ENERGY INC2.2K sharesnew addition2026-03-312026-04-24

Sponsored

PRU PRUDENTIAL FINL INC2.1K shares0.24%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC1.7K sharesnew addition2026-03-312026-04-24

PFE PFIZER INC6.8K shares-16.96%2026-03-312026-04-24

DRN DIREXION SHARES ETF TRUST13.2K sharesnew addition2026-03-312026-04-24

DOW DOW HLDGS INC1.5K sharesnew addition2026-03-312026-04-24

SHY

ISHARES TR

134.61%

Shares318.1K

Event2026-03-31

Filed2026-04-24

AGG

ISHARES TR

108.54%

Shares105.1K

Event2026-03-31

Filed2026-04-24

BOXX

EA SERIES TRUST

18.43%

Shares81.2K

Event2026-03-31

Filed2026-04-24

JAAA

JANUS DETROIT STR TR

42.78%

Shares164.4K

Event2026-03-31

Filed2026-04-24

IEF

ISHARES TR

1282.54%

Shares68.2K

Event2026-03-31

Filed2026-04-24

RSST

TIDAL TRUST II

13.55%

Shares206.8K

Event2026-03-31

Filed2026-04-24

VGK

VANGUARD INTL EQUITY INDEX F

645.29%

Shares69.5K

Event2026-03-31

Filed2026-04-24

XLE

SELECT SECTOR SPDR TR

-10.82%

Shares79.5K

Event2026-03-31

Filed2026-04-24

XLU

SELECT SECTOR SPDR TR

-8.98%

Shares99.7K

Event2026-03-31

Filed2026-04-24

ICF

ISHARES TR

1084.79%

Shares73.8K

Event2026-03-31

Filed2026-04-24

TIDAL TRUST II

61.50%

Shares201.1K

Event2026-03-31

Filed2026-04-24

XLI

SELECT SECTOR SPDR TR

-8.70%

Shares26.5K

Event2026-03-31

Filed2026-04-24

RSBT

TIDAL TRUST II

33.17%

Shares227.0K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

-17.95%

Shares5.9K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

8.99%

Shares6.2K

Event2026-03-31

Filed2026-04-24

XLB

SELECT SECTOR SPDR TR

-9.32%

Shares71.1K

Event2026-03-31

Filed2026-04-24

EFA

ISHARES TR

110.05%

Shares35.4K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

-7.73%

Shares15.9K

Event2026-03-31

Filed2026-04-24

XLP

SELECT SECTOR SPDR TR

New

Shares39.8K

Event2026-03-31

Filed2026-04-24

SSO

PROSHARES TR

-0.75%

Shares58.4K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

4.49%

Shares8.7K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-8.25%

Shares10.2K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

1.74%

Shares6.6K

Event2026-03-31

Filed2026-04-24

PDBC

INVESCO ACTVELY MNGD ETC FD

-12.97%

Shares133.1K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

-18.47%

Shares3.9K

Event2026-03-31

Filed2026-04-24

EEM

ISHARES TR

-2.26%

Shares39.4K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD TR

-68.48%

Shares5.2K

Event2026-03-31

Filed2026-04-24

BIL

SPDR SERIES TRUST

465.42%

Shares22.7K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

-10.79%

Shares9.6K

Event2026-03-31

Filed2026-04-24

TLT

ISHARES TR

New

Shares17.2K

Event2026-03-31

Filed2026-04-24

AGNC

AGNC INVT CORP

53.22%

Shares148.0K

Event2026-03-31

Filed2026-04-24

CMI

CUMMINS INC

0.04%

Shares2.7K

Event2026-03-31

Filed2026-04-24

RZV

INVESCO EXCHANGE TRADED FD T

43.34%

Shares11.2K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC

-0.10%

Shares6.2K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

-1.09%

Shares1.5K

Event2026-03-31

Filed2026-04-24

VOOV

VANGUARD ADMIRAL FDS INC

24.25%

Shares6.2K

Event2026-03-31

Filed2026-04-24

NTSX

WISDOMTREE TR

-0.97%

Shares22.8K

Event2026-03-31

Filed2026-04-24

ROMO

STRATEGY SHS

-33.07%

Shares37.6K

Event2026-03-31

Filed2026-04-24

EWJ

ISHARES INC

-68.42%

Shares14.0K

Event2026-03-31

Filed2026-04-24

QLD

PROSHARES TR

-18.12%

Shares18.7K

Event2026-03-31

Filed2026-04-24

QMOM

EA SERIES TRUST

202.82%

Shares16.3K

Event2026-03-31

Filed2026-04-24

TIDAL TRUST II

34.63%

Shares59.8K

Event2026-03-31

Filed2026-04-24

QVAL

EA SERIES TRUST

170.90%

Shares21.0K

Event2026-03-31

Filed2026-04-24

VXUS

VANGUARD STAR FDS

294.66%

Shares14.1K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

-51.72%

Shares16.7K

Event2026-03-31

Filed2026-04-24

DBMF

LITMAN GREGORY FDS TR

-92.17%

Shares33.6K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-2.63%

Shares5.5K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-1.74%

Shares4.3K

Event2026-03-31

Filed2026-04-24

RSBA

TIDAL TRUST II

New

Shares42.7K

Event2026-03-31

Filed2026-04-24

TIDAL TRUST II

18.78%

Shares36.6K

Event2026-03-31

Filed2026-04-24

INVESCO EXCH TRADED FD TR II

175.15%

Shares11.7K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-24

EFV

ISHARES TR

20.18%

Shares10.7K

Event2026-03-31

Filed2026-04-24

INVESCO EXCHANGE TRADED FD T

218.46%

Shares4.1K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

-0.71%

Shares5.4K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

7.88%

Shares3.1K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

0.04%

Shares2.5K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

0.41%

Shares3.4K

Event2026-03-31

Filed2026-04-24

IMOM

EA SERIES TRUST

New

Shares17.3K

Event2026-03-31

Filed2026-04-24

IVAL

EA SERIES TRUST

New

Shares19.1K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

-2.61%

Shares2.1K

Event2026-03-31

Filed2026-04-24

META

META PLATFORMS INC

40.27%

Shares1.0K

Event2026-03-31

Filed2026-04-24

GLW

CORNING INC

-0.75%

Shares4.4K

Event2026-03-31

Filed2026-04-24

IBM

INTERNATIONAL BUSINESS MACHS

0.46%

Shares2.4K

Event2026-03-31

Filed2026-04-24

CEG

CONSTELLATION ENERGY CORP

-1.43%

Shares2.1K

Event2026-03-31

Filed2026-04-24

AMGN

AMGEN INC

39.75%

Shares1.6K

Event2026-03-31

Filed2026-04-24

VCLT

VANGUARD SCOTTSDALE FDS

6.27%

Shares7.4K

Event2026-03-31

Filed2026-04-24

RWX

SPDR INDEX SHS FDS

-75.64%

Shares20.7K

Event2026-03-31

Filed2026-04-24

VISA INC

1.86%

Shares1.8K

Event2026-03-31

Filed2026-04-24

SLV

ISHARES SILVER TR

-13.75%

Shares7.9K

Event2026-03-31

Filed2026-04-24

UDOW

PROSHARES TR

0.68%

Shares10.6K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

-0.74%

Shares534

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

1.60%

Shares4.2K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-8.26%

Shares1.8K

Event2026-03-31

Filed2026-04-24

DIA

STATE STR SPDR DOW JONES IND

10.91%

Shares1.1K

Event2026-03-31

Filed2026-04-24

XLK

SELECT SECTOR SPDR TR

-88.74%

Shares3.9K

Event2026-03-31

Filed2026-04-24

SCHX

SCHWAB STRATEGIC TR

New

Shares19.3K

Event2026-03-31

Filed2026-04-24

PEP

PEPSICO INC

-0.78%

Shares3.2K

Event2026-03-31

Filed2026-04-24

IWM

ISHARES TR

12.56%

Shares1.9K

Event2026-03-31

Filed2026-04-24

FRDM

EA SERIES TRUST

87.67%

Shares8.6K

Event2026-03-31

Filed2026-04-24

PHILIP MORRIS INTL INC

0.67%

Shares2.7K

Event2026-03-31

Filed2026-04-24

TOTALENERGIES SE

-0.41%

Shares4.8K

Event2026-03-31

Filed2026-04-24

MAIN

MAIN STR CAP CORP

-0.25%

Shares8.2K

Event2026-03-31

Filed2026-04-24

BMY

BRISTOL-MYERS SQUIBB CO

2.04%

Shares7.1K

Event2026-03-31

Filed2026-04-24

TQQQ

PROSHARES TR

4.73%

Shares9.9K

Event2026-03-31

Filed2026-04-24

CONSOLIDATED EDISON INC

0.31%

Shares3.6K

Event2026-03-31

Filed2026-04-24

MASTERCARD INCORPORATED

45.49%

Shares806

Event2026-03-31

Filed2026-04-24

VERIZON COMMUNICATIONS INC

-4.56%

Shares8.0K

Event2026-03-31

Filed2026-04-24

SCHD

SCHWAB STRATEGIC TR

New

Shares12.8K

Event2026-03-31

Filed2026-04-24

SHV

ISHARES TR

-34.86%

Shares3.6K

Event2026-03-31

Filed2026-04-24

AEP

AMERICAN ELEC PWR CO INC

-0.77%

Shares3.0K

Event2026-03-31

Filed2026-04-24

RSSB

TIDAL TRUST II

New

Shares14.2K

Event2026-03-31

Filed2026-04-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares1.1K

Event2026-03-31

Filed2026-04-24

GSK PLC

-12.72%

Shares6.9K

Event2026-03-31

Filed2026-04-24

WMB

WILLIAMS COS INC

-0.87%

Shares5.2K

Event2026-03-31

Filed2026-04-24

VEU

VANGUARD INTL EQUITY INDEX F

0.02%

Shares5.1K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

0.19%

Shares535

Event2026-03-31

Filed2026-04-24

UTG

REAVES UTIL INCOME FD

49.05%

Shares9.5K

Event2026-03-31

Filed2026-04-24

LMT

LOCKHEED MARTIN CORP

0.16%

Shares612

Event2026-03-31

Filed2026-04-24

ORCL

ORACLE CORP

0.20%

Shares2.5K

Event2026-03-31

Filed2026-04-24

DYCOM INDS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

-1.38%

Shares1.1K

Event2026-03-31

Filed2026-04-24

DBC

INVESCO DB COMMDY INDX TRCK

-0.21%

Shares12.1K

Event2026-03-31

Filed2026-04-24

CHUBB LTD SWITZ

18.39%

Shares1.1K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

10.52%

Shares1.8K

Event2026-03-31

Filed2026-04-24

ALL

ALLSTATE CORP

31.81%

Shares1.7K

Event2026-03-31

Filed2026-04-24

XLC

SELECT SECTOR SPDR TR

-92.25%

Shares3.1K

Event2026-03-31

Filed2026-04-24

VANGUARD INTL EQUITY INDEX F

20.88%

Shares2.5K

Event2026-03-31

Filed2026-04-24

ORLA

ORLA MNG LTD NEW

14.19%

Shares20.8K

Event2026-03-31

Filed2026-04-24

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-24

VXF

VANGUARD INDEX FDS

0.06%

Shares1.6K

Event2026-03-31

Filed2026-04-24

GOLDMAN SACHS GROUP INC

0.79%

Shares382

Event2026-03-31

Filed2026-04-24

SPDW

SPDR INDEX SHS FDS

New

Shares6.8K

Event2026-03-31

Filed2026-04-24

LOW

LOWES COS INC

0.54%

Shares1.3K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

-1.50%

Shares1.6K

Event2026-03-31

Filed2026-04-24

SPGI

S&P GLOBAL INC

13.82%

Shares692

Event2026-03-31

Filed2026-04-24

DIREXION SHARES ETF TRUST

New

Shares7.7K

Event2026-03-31

Filed2026-04-24

VWO

VANGUARD INTL EQUITY INDEX F

-86.61%

Shares5.4K

Event2026-03-31

Filed2026-04-24

QLTY

GMO ETF TRUST

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-24

MCO

MOODYS CORP

52.44%

Shares657

Event2026-03-31

Filed2026-04-24

ALPHABET INC

7.52%

Shares987

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

6.59%

Shares647

Event2026-03-31

Filed2026-04-24

MUB

ISHARES TR

18.00%

Shares2.7K

Event2026-03-31

Filed2026-04-24

HALO

HALOZYME THERAPEUTICS INC

18.38%

Shares4.3K

Event2026-03-31

Filed2026-04-24

GEV

GE VERNOVA INC

-1.90%

Shares310

Event2026-03-31

Filed2026-04-24

XLRE

SELECT SECTOR SPDR TR

6.37%

Shares6.5K

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

0.95%

Shares854

Event2026-03-31

Filed2026-04-24

PEG

PUBLIC SVC ENTERPRISE GROUP

0.18%

Shares3.3K

Event2026-03-31

Filed2026-04-24

SHYD

VANECK ETF TRUST

0.00%

Shares11.3K

Event2026-03-31

Filed2026-04-24

COCA COLA CO

8.49%

Shares3.3K

Event2026-03-31

Filed2026-04-24

IMCG

ISHARES TR

New

Shares3.2K

Event2026-03-31

Filed2026-04-24

STANLEY BLACK & DECKER INC

New

Shares3.5K

Event2026-03-31

Filed2026-04-24

UGL

PROSHARES TR II

-27.37%

Shares3.9K

Event2026-03-31

Filed2026-04-24

VBIL

VANGUARD INSTL INDEX FD

-12.14%

Shares3.2K

Event2026-03-31

Filed2026-04-24

CENCORA INC

0.00%

Shares753

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

4.89%

Shares493

Event2026-03-31

Filed2026-04-24

EFO

PROSHARES TR

New

Shares3.7K

Event2026-03-31

Filed2026-04-24

SOUTHERN CO

-1.14%

Shares2.4K

Event2026-03-31

Filed2026-04-24

EXE

EXPAND ENERGY CORPORATION

-0.47%

Shares2.1K

Event2026-03-31

Filed2026-04-24

XLV

SELECT SECTOR SPDR TR

-94.10%

Shares1.6K

Event2026-03-31

Filed2026-04-24

CZNC

CITIZENS & NORTHN CORP

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-24

XLY

SELECT SECTOR SPDR TR

-94.28%

Shares2.0K

Event2026-03-31

Filed2026-04-24

TORONTO DOMINION BK ONT

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-24

TIP

ISHARES TR

New

Shares2.0K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

-16.67%

Shares565

Event2026-03-31

Filed2026-04-24

WFC

WELLS FARGO & CO

0.31%

Shares2.6K

Event2026-03-31

Filed2026-04-24

BRC

BRADY CORP

0.04%

Shares2.6K

Event2026-03-31

Filed2026-04-24

DVY

ISHARES TR

New

Shares1.4K

Event2026-03-31

Filed2026-04-24

AIZ

ASSURANT INC

0.00%

Shares940

Event2026-03-31

Filed2026-04-24

LAM RESEARCH CORP

New

Shares958

Event2026-03-31

Filed2026-04-24

NEE

NEXTERA ENERGY INC

New

Shares2.2K

Event2026-03-31

Filed2026-04-24

PRU

PRUDENTIAL FINL INC

0.24%

Shares2.1K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-24

PFE

PFIZER INC

-16.96%

Shares6.8K

Event2026-03-31

Filed2026-04-24

DRN

DIREXION SHARES ETF TRUST

New

Shares13.2K

Event2026-03-31

Filed2026-04-24

DOW

DOW HLDGS INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

PFE Call CallPFIZER INC13.5K shares0.00%2026-03-312026-04-24

STM Call CallSTMICROELECTRONICS N V10.5K sharesnew addition2026-03-312026-04-24

DOW Call CallDOW HLDGS INC3.9K sharesnew addition2026-03-312026-04-24

PG Call CallPROCTER & GAMBLE CO100 sharesnew addition2026-03-312026-04-24

MERCK & CO INC Call CallMERCK & CO INC100 sharesnew addition2026-03-312026-04-24

VZ Call CallVERIZON COMMUNICATIONS INC200 sharesnew addition2026-03-312026-04-24

TLT Call CallISHARES TR100 sharesnew addition2026-03-312026-04-24

TQQQ Call CallPROSHARES TR200 sharesnew addition2026-03-312026-04-24

KO Call CallCOCA COLA CO100 sharesnew addition2026-03-312026-04-24

PFE Call

PFIZER INC

0.00%

Shares13.5K

Event2026-03-31

Filed2026-04-24

STM Call

STMICROELECTRONICS N V

New

Shares10.5K

Event2026-03-31

Filed2026-04-24

DOW Call

DOW HLDGS INC

New

Shares3.9K

Event2026-03-31

Filed2026-04-24

PG Call

PROCTER & GAMBLE CO

New

Shares100

Event2026-03-31

Filed2026-04-24

MERCK & CO INC Call

MERCK & CO INC

New

Shares100

Event2026-03-31

Filed2026-04-24

VZ Call

VERIZON COMMUNICATIONS INC

New

Shares200

Event2026-03-31

Filed2026-04-24

TLT Call

ISHARES TR

New

Shares100

Event2026-03-31

Filed2026-04-24

TQQQ Call

PROSHARES TR

New

Shares200

Event2026-03-31

Filed2026-04-24

KO Call

COCA COLA CO

New

Shares100

Event2026-03-31

Filed2026-04-24

Put Option Holdings

No put option holdings data available