Sponsored
The Analysis of Insight Advisors, LLC/ PA's Holdings & P&L
Currently, Insight Advisors, LLC/ PA holds 243 types of securities in its portfolio with a total value $525.5M. In the most recent quarter, they have increased their positions in N/A (+34.3K shares, valued at $3.1M), HECA (+82.0K shares, valued at $2.4M), BOXX (+19.9K shares, valued at $2.3M); decreased their positions in DGRW (-166.9K shares, valued at $14.7M), QGRW (-267.0K shares, valued at $14.3M), AGGY (-181.3K shares, valued at $7.9M); initiated new positions in TROW (+16.4K shares, valued at $1.5M), YELP (+56.3K shares, valued at $1.4M), AIRR (+4.9K shares, valued at $542.6K).
1M P&L
+19.2M+3.61%
3M P&L
-42.5M-7.17%
HY P&L
-28.6M-4.93%
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/A382.2M
73.6%
2Semiconductors32.0M
6.2%
3Consumer Electronics22.2M
4.3%
Top Industries by Stock Count
1N/A161 stocks
61.9%
2Semiconductors6 stocks
2.3%
3Utilities - Regulated Electric6 stocks
2.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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EA SERIES TRUST
3.63%EA SERIES TRUST
Shares980.1K
Event2026-03-31
Filed2026-05-12
CAOS
-2.64%EA SERIES TRUST
Shares900.4K
Event2026-03-31
Filed2026-05-12
BOXX
6.26%EA SERIES TRUST
Shares337.7K
Event2026-03-31
Filed2026-05-12
SPY
-1.05%STATE STR SPDR S&P 500 ETF T
Shares33.7K
Event2026-03-31
Filed2026-05-12
NVDA
-3.89%NVIDIA CORPORATION
Shares123.4K
Event2026-03-31
Filed2026-05-12
AAPL
-6.76%APPLE INC
Shares76.2K
Event2026-03-31
Filed2026-05-12
BROADCOM INC
-1.43%BROADCOM INC
Shares34.2K
Event2026-03-31
Filed2026-05-12
AMZN
-6.48%AMAZON COM INC
Shares43.6K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
1.76%ALPHABET INC
Shares26.0K
Event2026-03-31
Filed2026-05-12
INVESCO QQQ TR
-8.02%INVESCO QQQ TR
Shares11.5K
Event2026-03-31
Filed2026-05-12
VANGUARD INDEX FDS
2.53%VANGUARD INDEX FDS
Shares11.1K
Event2026-03-31
Filed2026-05-12
VUG
-1.83%VANGUARD INDEX FDS
Shares14.1K
Event2026-03-31
Filed2026-05-12
MSFT
-8.74%MICROSOFT CORP
Shares16.2K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
-6.00%ALPHABET INC
Shares15.0K
Event2026-03-31
Filed2026-05-12
GLD
1.38%SPDR GOLD TR
Shares10.0K
Event2026-03-31
Filed2026-05-12
IVV
-9.03%ISHARES TR
Shares6.5K
Event2026-03-31
Filed2026-05-12
IGLD
2.95%FIRST TR EXCHANGE-TRADED FD
Shares167.4K
Event2026-03-31
Filed2026-05-12
AMD
0.49%ADVANCED MICRO DEVICES INC
Shares19.3K
Event2026-03-31
Filed2026-05-12
BERKSHIRE HATHAWAY INC DEL
-2.03%BERKSHIRE HATHAWAY INC DEL
Shares8.0K
Event2026-03-31
Filed2026-05-12
VTV
-1.45%VANGUARD INDEX FDS
Shares18.8K
Event2026-03-31
Filed2026-05-12
HYTI
-0.85%FIRST TR EXCHANGE-TRADED FD
Shares189.2K
Event2026-03-31
Filed2026-05-12
VGT
0.27%VANGUARD WORLD FD
Shares5.1K
Event2026-03-31
Filed2026-05-12
SPYM
7.22%SPDR SERIES TRUST
Shares44.7K
Event2026-03-31
Filed2026-05-12
COST
3.60%COSTCO WHOLESALE CORPORATION
Shares3.4K
Event2026-03-31
Filed2026-05-12
HECA
283.46%ETF OPPORTUNITIES TRUST
Shares111.0K
Event2026-03-31
Filed2026-05-12
LQTI
31.03%FIRST TR EXCHANGE-TRADED FD
Shares135.9K
Event2026-03-31
Filed2026-05-12
INTC
0.04%INTEL CORP
Shares57.0K
Event2026-03-31
Filed2026-05-12
JNJ
-0.99%JOHNSON & JOHNSON
Shares9.9K
Event2026-03-31
Filed2026-05-12
MERCK & CO INC
-1.17%MERCK & CO INC
Shares20.1K
Event2026-03-31
Filed2026-05-12
DFII
35.05%FIRST TR EXCHANGE-TRADED FD
Shares181.5K
Event2026-03-31
Filed2026-05-12
NFLX
2.01%NETFLIX INC.
Shares24.6K
Event2026-03-31
Filed2026-05-12
SIGI
0.00%SELECTIVE INS GROUP INC
Shares29.8K
Event2026-03-31
Filed2026-05-12
VBK
-0.26%VANGUARD INDEX FDS
Shares7.4K
Event2026-03-31
Filed2026-05-12
VOT
-3.58%VANGUARD INDEX FDS
Shares8.1K
Event2026-03-31
Filed2026-05-12
META
16.23%META PLATFORMS INC
Shares3.4K
Event2026-03-31
Filed2026-05-12
WFC
0.49%WELLS FARGO & CO
Shares24.4K
Event2026-03-31
Filed2026-05-12
FTSM
-15.50%FIRST TR EXCHANGE-TRADED FD
Shares31.8K
Event2026-03-31
Filed2026-05-12
TSLA
-12.08%TESLA INC
Shares5.0K
Event2026-03-31
Filed2026-05-12
WMT
0.39%WALMART INC
Shares14.6K
Event2026-03-31
Filed2026-05-12
VOE
-0.92%VANGUARD INDEX FDS
Shares9.8K
Event2026-03-31
Filed2026-05-12
SPIB
0.85%SPDR SERIES TRUST
Shares51.7K
Event2026-03-31
Filed2026-05-12
JMST
-78.02%J P MORGAN EXCHANGE TRADED F
Shares32.4K
Event2026-03-31
Filed2026-05-12
PHYS
-6.89%SPROTT ASSET MANAGEMENT LP
Shares45.5K
Event2026-03-31
Filed2026-05-12
FSIG
-0.41%FIRST TR EXCHANGE-TRADED FD
Shares85.0K
Event2026-03-31
Filed2026-05-12
PLTR
5.18%PALANTIR TECHNOLOGIES INC
Shares11.0K
Event2026-03-31
Filed2026-05-12
IVW
-0.56%ISHARES TR
Shares13.7K
Event2026-03-31
Filed2026-05-12
PANW
-2.55%PALO ALTO NETWORKS INC
Shares9.7K
Event2026-03-31
Filed2026-05-12
PAVE
1.39%GLOBAL X FDS
Shares30.1K
Event2026-03-31
Filed2026-05-12
AGZ
2.05%ISHARES TR
Shares13.7K
Event2026-03-31
Filed2026-05-12
TROW
NewPRICE T ROWE GROUP INC
Shares16.4K
Event2026-03-31
Filed2026-05-12
JPM
-0.22%JPMORGAN CHASE & CO
Shares4.9K
Event2026-03-31
Filed2026-05-12
LLY
0.07%ELI LILLY & CO
Shares1.5K
Event2026-03-31
Filed2026-05-12
YELP
NewYELP INC
Shares56.3K
Event2026-03-31
Filed2026-05-12
SPDR SERIES TRUST
-0.22%SPDR SERIES TRUST
Shares10.3K
Event2026-03-31
Filed2026-05-12
XOM
-14.66%EXXON MOBIL CORP
Shares8.1K
Event2026-03-31
Filed2026-05-12
SPTM
0.86%SPDR SERIES TRUST
Shares16.7K
Event2026-03-31
Filed2026-05-12
BLACKSTONE INC
-22.75%BLACKSTONE INC
Shares11.5K
Event2026-03-31
Filed2026-05-12
DGRO
-26.31%ISHARES TR
Shares18.4K
Event2026-03-31
Filed2026-05-12
INVESCO EXCHANGE TRADED FD T
1.53%INVESCO EXCHANGE TRADED FD T
Shares6.7K
Event2026-03-31
Filed2026-05-12
VBR
-1.07%VANGUARD INDEX FDS
Shares5.8K
Event2026-03-31
Filed2026-05-12
FALN
2.16%ISHARES TR
Shares46.2K
Event2026-03-31
Filed2026-05-12
SPYD
-4.16%SPDR SERIES TRUST
Shares27.1K
Event2026-03-31
Filed2026-05-12
MGK
0.73%VANGUARD WORLD FD
Shares3.3K
Event2026-03-31
Filed2026-05-12
PG
1.59%PROCTER & GAMBLE CO
Shares8.3K
Event2026-03-31
Filed2026-05-12
IBND
3.26%SPDR SERIES TRUST
Shares38.2K
Event2026-03-31
Filed2026-05-12
SMLV
-0.16%SPDR SERIES TRUST
Shares8.6K
Event2026-03-31
Filed2026-05-12
VEU
15.45%VANGUARD INTL EQUITY INDEX F
Shares15.3K
Event2026-03-31
Filed2026-05-12
IWF
0.04%ISHARES TR
Shares2.6K
Event2026-03-31
Filed2026-05-12
QTUM
2.48%ETF SER SOLUTIONS
Shares10.3K
Event2026-03-31
Filed2026-05-12
IWM
9.57%ISHARES TR
Shares4.5K
Event2026-03-31
Filed2026-05-12
RTX
-1.36%RTX CORPORATION
Shares5.7K
Event2026-03-31
Filed2026-05-12
SPTI
2.31%SPDR SERIES TRUST
Shares38.1K
Event2026-03-31
Filed2026-05-12
RDVI
1.03%FIRST TR EXCHANGE-TRADED FD
Shares42.6K
Event2026-03-31
Filed2026-05-12
VIG
-34.35%VANGUARD SPECIALIZED FUNDS
Shares5.0K
Event2026-03-31
Filed2026-05-12
HD
-0.12%HOME DEPOT INC
Shares3.3K
Event2026-03-31
Filed2026-05-12
BAC
0.22%BANK AMERICA CORP
Shares21.9K
Event2026-03-31
Filed2026-05-12
BBIN
0.19%J P MORGAN EXCHANGE TRADED F
Shares14.5K
Event2026-03-31
Filed2026-05-12
HGRO
32.13%ETF OPPORTUNITIES TRUST
Shares37.8K
Event2026-03-31
Filed2026-05-12
AGGY
-88.52%WISDOMTREE TR
Shares23.5K
Event2026-03-31
Filed2026-05-12
SMH
3.41%VANECK ETF TRUST
Shares2.5K
Event2026-03-31
Filed2026-05-12
SLV
-19.01%ISHARES SILVER TR
Shares13.7K
Event2026-03-31
Filed2026-05-12
AXP
-44.85%AMERICAN EXPRESS CO
Shares3.1K
Event2026-03-31
Filed2026-05-12
CEG
0.06%CONSTELLATION ENERGY CORP
Shares3.3K
Event2026-03-31
Filed2026-05-12
IJR
-6.37%ISHARES TR
Shares7.4K
Event2026-03-31
Filed2026-05-12
CAT
-1.45%CATERPILLAR INC
Shares1.3K
Event2026-03-31
Filed2026-05-12
SCHD
-85.94%SCHWAB STRATEGIC TR
Shares29.5K
Event2026-03-31
Filed2026-05-12
AOA
0.05%ISHARES TR
Shares9.6K
Event2026-03-31
Filed2026-05-12
MU
0.16%MICRON TECHNOLOGY INC
Shares2.5K
Event2026-03-31
Filed2026-05-12
FV
-0.04%FIRST TR EXCHANGE TRADED FD
Shares13.9K
Event2026-03-31
Filed2026-05-12
PEG
-40.09%PUBLIC SVC ENTERPRISE GROUP
Shares10.2K
Event2026-03-31
Filed2026-05-12
FBND
1.64%FIDELITY MERRIMACK STR TR
Shares18.0K
Event2026-03-31
Filed2026-05-12
VTI
15.29%VANGUARD INDEX FDS
Shares2.5K
Event2026-03-31
Filed2026-05-12
SHAG
2.61%WISDOMTREE TR
Shares17.1K
Event2026-03-31
Filed2026-05-12
PCAR
-1.32%PACCAR INC
Shares6.9K
Event2026-03-31
Filed2026-05-12
PDBC
-3.19%INVESCO ACTVELY MNGD ETC FD
Shares43.4K
Event2026-03-31
Filed2026-05-12
XLE
-1.54%SELECT SECTOR SPDR TR
Shares12.3K
Event2026-03-31
Filed2026-05-12
SPLB
6.70%SPDR SERIES TRUST
Shares33.6K
Event2026-03-31
Filed2026-05-12
IJH
-83.07%ISHARES TR
Shares10.8K
Event2026-03-31
Filed2026-05-12
LMT
0.25%LOCKHEED MARTIN CORP
Shares1.2K
Event2026-03-31
Filed2026-05-12
DE
-1.47%DEERE & CO
Shares1.3K
Event2026-03-31
Filed2026-05-12
MCD
-8.12%MCDONALDS CORP
Shares2.3K
Event2026-03-31
Filed2026-05-12
PFIG
2.14%INVESCO EXCH TRADED FD TR II
Shares29.5K
Event2026-03-31
Filed2026-05-12
CITIGROUP INC
-1.92%CITIGROUP INC
Shares6.2K
Event2026-03-31
Filed2026-05-12
VYM
-26.10%VANGUARD WHITEHALL FDS
Shares4.7K
Event2026-03-31
Filed2026-05-12
XLY
3.06%SELECT SECTOR SPDR TR
Shares6.3K
Event2026-03-31
Filed2026-05-12
XLK
5.42%SELECT SECTOR SPDR TR
Shares5.1K
Event2026-03-31
Filed2026-05-12
SITE
-1.02%SITEONE LANDSCAPE SUPPLY INC
Shares5.0K
Event2026-03-31
Filed2026-05-12
DGRW
-95.64%WISDOMTREE TR
Shares7.6K
Event2026-03-31
Filed2026-05-12
AMGN
-0.05%AMGEN INC
Shares1.9K
Event2026-03-31
Filed2026-05-12
IBIT
11.21%ISHARES BITCOIN TRUST ETF
Shares17.1K
Event2026-03-31
Filed2026-05-12
IVE
-69.44%ISHARES TR
Shares3.1K
Event2026-03-31
Filed2026-05-12
USRT
1.69%ISHARES TR
Shares11.1K
Event2026-03-31
Filed2026-05-12
FTHY
-12.81%FIRST TR HIGH YIELD OPPRT 20
Shares48.3K
Event2026-03-31
Filed2026-05-12
RS
0.00%RELIANCE INC
Shares2.1K
Event2026-03-31
Filed2026-05-12
V
0.43%VISA INC
Shares2.1K
Event2026-03-31
Filed2026-05-12
EATON CORP PLC
1.20%EATON CORP PLC
Shares1.8K
Event2026-03-31
Filed2026-05-12
SLYV
0.85%SPDR SERIES TRUST
Shares6.7K
Event2026-03-31
Filed2026-05-12
TSM
6.94%TAIWAN SEMICONDUCTOR MANUFAC
Shares1.9K
Event2026-03-31
Filed2026-05-12
SPDW
-90.98%SPDR INDEX SHS FDS
Shares13.6K
Event2026-03-31
Filed2026-05-12
XLG
3.63%INVESCO EXCHANGE TRADED FD T
Shares11.3K
Event2026-03-31
Filed2026-05-12
DES
-0.85%WISDOMTREE TR
Shares17.1K
Event2026-03-31
Filed2026-05-12
CWEN
-1.01%CLEARWAY ENERGY INC
Shares15.3K
Event2026-03-31
Filed2026-05-12
VEA
0.36%VANGUARD TAX-MANAGED FDS
Shares9.3K
Event2026-03-31
Filed2026-05-12
MDYV
0.87%SPDR SERIES TRUST
Shares6.9K
Event2026-03-31
Filed2026-05-12
EFA
42.36%ISHARES TR
Shares6.0K
Event2026-03-31
Filed2026-05-12
GS
0.14%GOLDMAN SACHS GROUP INC
Shares691
Event2026-03-31
Filed2026-05-12
SCHG
-2.24%SCHWAB STRATEGIC TR
Shares18.8K
Event2026-03-31
Filed2026-05-12
AIRR
NewFIRST TR EXCHANGE TRADED FD
Shares4.9K
Event2026-03-31
Filed2026-05-12
QHY
-73.75%WISDOMTREE TR
Shares11.9K
Event2026-03-31
Filed2026-05-12
ALB
11.37%ALBEMARLE CORP
Shares3.0K
Event2026-03-31
Filed2026-05-12
IWD
0.20%ISHARES TR
Shares2.5K
Event2026-03-31
Filed2026-05-12
VB
10.67%VANGUARD INDEX FDS
Shares2.0K
Event2026-03-31
Filed2026-05-12
XLI
24.98%SELECT SECTOR SPDR TR
Shares3.2K
Event2026-03-31
Filed2026-05-12
CRWD
4.01%CROWDSTRIKE HLDGS INC
Shares1.3K
Event2026-03-31
Filed2026-05-12
BND
46.32%VANGUARD BD INDEX FDS
Shares7.0K
Event2026-03-31
Filed2026-05-12
TJX
-0.83%TJX COS INC NEW
Shares3.2K
Event2026-03-31
Filed2026-05-12
ONEY
-1.28%SPDR SERIES TRUST
Shares4.2K
Event2026-03-31
Filed2026-05-12
ABBV
0.92%ABBVIE INC
Shares2.3K
Event2026-03-31
Filed2026-05-12
LGLV
-0.39%SPDR SERIES TRUST
Shares2.8K
Event2026-03-31
Filed2026-05-12
GBTC
-0.11%GRAYSCALE BITCOIN TRUST ETF
Shares9.4K
Event2026-03-31
Filed2026-05-12
PEP
-41.69%PEPSICO INC
Shares3.2K
Event2026-03-31
Filed2026-05-12
VZ
-44.06%VERIZON COMMUNICATIONS INC
Shares9.7K
Event2026-03-31
Filed2026-05-12
FTHI
0.93%FIRST TR EXCHANGE TRADED FD
Shares20.3K
Event2026-03-31
Filed2026-05-12
ETF SER SOLUTIONS
NewETF SER SOLUTIONS
Shares18.1K
Event2026-03-31
Filed2026-05-12
SPMO
-2.36%INVESCO EXCH TRADED FD TR II
Shares4.0K
Event2026-03-31
Filed2026-05-12
EMB
4.63%ISHARES TR
Shares4.7K
Event2026-03-31
Filed2026-05-12
QGRW
-97.09%WISDOMTREE TR
Shares8.0K
Event2026-03-31
Filed2026-05-12
BAH
0.72%BOOZ ALLEN HAMILTON HLDG COR
Shares5.5K
Event2026-03-31
Filed2026-05-12
IBM
-66.96%INTERNATIONAL BUSINESS MACHS
Shares1.7K
Event2026-03-31
Filed2026-05-12
QCOM
-3.47%QUALCOMM INC
Shares3.3K
Event2026-03-31
Filed2026-05-12
XLV
0.21%SELECT SECTOR SPDR TR
Shares2.9K
Event2026-03-31
Filed2026-05-12
MA
0.12%MASTERCARD INCORPORATED
Shares836
Event2026-03-31
Filed2026-05-12
ELM
NewSERIES PORTFOLIOS TR
Shares15.3K
Event2026-03-31
Filed2026-05-12
MUB
-0.67%ISHARES TR
Shares3.9K
Event2026-03-31
Filed2026-05-12
SPEM
0.52%SPDR INDEX SHS FDS
Shares8.7K
Event2026-03-31
Filed2026-05-12
FXH
0.11%FIRST TR EXCHANGE-TRADED FD
Shares3.7K
Event2026-03-31
Filed2026-05-12
GRID
11.60%FIRST TR EXCHANGE-TRADED FD
Shares2.5K
Event2026-03-31
Filed2026-05-12
VGK
21.99%VANGUARD INTL EQUITY INDEX F
Shares4.9K
Event2026-03-31
Filed2026-05-12
CSCO
0.18%CISCO SYS INC
Shares5.1K
Event2026-03-31
Filed2026-05-12
CVX
0.49%CHEVRON CORPORATION
Shares1.9K
Event2026-03-31
Filed2026-05-12
EXC
-0.13%EXELON CORP
Shares7.8K
Event2026-03-31
Filed2026-05-12
EFAX
1.41%SPDR INDEX SHS FDS
Shares7.6K
Event2026-03-31
Filed2026-05-12
UVSP
-8.51%UNIVEST FINANCIAL CORPORATIO
Shares10.8K
Event2026-03-31
Filed2026-05-12
UBER
-9.13%UBER TECHNOLOGIES INC
Shares5.1K
Event2026-03-31
Filed2026-05-12
GENERAL DYNAMICS CORP
-33.02%GENERAL DYNAMICS CORP
Shares1.1K
Event2026-03-31
Filed2026-05-12
IJK
0.00%ISHARES TR
Shares3.6K
Event2026-03-31
Filed2026-05-12
IHDG
-12.58%WISDOMTREE TR
Shares7.4K
Event2026-03-31
Filed2026-05-12
ORCL
-23.58%ORACLE CORP
Shares2.4K
Event2026-03-31
Filed2026-05-12
NEM
-0.56%NEWMONT CORP
Shares3.2K
Event2026-03-31
Filed2026-05-12
USAI
0.42%PACER FDS TR
Shares7.2K
Event2026-03-31
Filed2026-05-12
MOG.A
0.17%MOOG INC
Shares1.1K
Event2026-03-31
Filed2026-05-12
CLX
1.87%CLOROX CO DEL
Shares3.2K
Event2026-03-31
Filed2026-05-12
LAM RESEARCH CORP
-8.83%LAM RESEARCH CORP
Shares1.6K
Event2026-03-31
Filed2026-05-12
DBC
0.00%INVESCO DB COMMDY INDX TRCK
Shares11.3K
Event2026-03-31
Filed2026-05-12
APH
-0.69%AMPHENOL CORP
Shares2.6K
Event2026-03-31
Filed2026-05-12
DVY
1.18%ISHARES TR
Shares2.1K
Event2026-03-31
Filed2026-05-12
PROFESIONALLY MANAGED PORTFO
-0.20%PROFESIONALLY MANAGED PORTFO
Shares6.1K
Event2026-03-31
Filed2026-05-12
BLACKROCK INC
-6.46%BLACKROCK INC
Shares333
Event2026-03-31
Filed2026-05-12
VHT
0.17%VANGUARD WORLD FD
Shares1.2K
Event2026-03-31
Filed2026-05-12
SPAB
-0.30%SPDR SERIES TRUST
Shares12.4K
Event2026-03-31
Filed2026-05-12
NKE
-1.52%NIKE INC
Shares6.0K
Event2026-03-31
Filed2026-05-12
HON
-6.16%HONEYWELL INTL INC
Shares1.4K
Event2026-03-31
Filed2026-05-12
DLS
-7.09%WISDOMTREE TR
Shares3.8K
Event2026-03-31
Filed2026-05-12
ECL
0.00%ECOLAB INC
Shares1.2K
Event2026-03-31
Filed2026-05-12
PM
-23.72%PHILIP MORRIS INTL INC
Shares1.9K
Event2026-03-31
Filed2026-05-12
EES
-90.50%WISDOMTREE TR
Shares5.1K
Event2026-03-31
Filed2026-05-12
CENCORA INC
0.66%CENCORA INC
Shares915
Event2026-03-31
Filed2026-05-12
HWM
0.00%HOWMET AEROSPACE INC
Shares1.2K
Event2026-03-31
Filed2026-05-12
IEFA
0.00%ISHARES TR
Shares3.2K
Event2026-03-31
Filed2026-05-12
KO
-0.93%COCA COLA CO
Shares3.7K
Event2026-03-31
Filed2026-05-12
FEX
0.17%FIRST TR EXCHANGE-TRADED ALP
Shares2.3K
Event2026-03-31
Filed2026-05-12
FDN
-0.59%FIRST TR EXCHANGE-TRADED FD
Shares1.2K
Event2026-03-31
Filed2026-05-12
ED
-45.97%CONSOLIDATED EDISON INC
Shares2.4K
Event2026-03-31
Filed2026-05-12
MO
-5.58%ALTRIA GROUP INC
Shares4.1K
Event2026-03-31
Filed2026-05-12
NEE
-0.66%NEXTERA ENERGY INC
Shares2.9K
Event2026-03-31
Filed2026-05-12
GE AEROSPACE
-6.49%GE AEROSPACE
Shares937
Event2026-03-31
Filed2026-05-12
GSY
-10.53%INVESCO ACTIVELY MANAGED EXC
Shares5.2K
Event2026-03-31
Filed2026-05-12
PTLC
0.04%PACER FDS TR
Shares5.0K
Event2026-03-31
Filed2026-05-12
VWO
-2.22%VANGUARD INTL EQUITY INDEX F
Shares4.8K
Event2026-03-31
Filed2026-05-12
MCK
2.72%MCKESSON CORP
Shares302
Event2026-03-31
Filed2026-05-12
RH
0.00%RH
Shares1.9K
Event2026-03-31
Filed2026-05-12
IJJ
0.05%ISHARES TR
Shares1.9K
Event2026-03-31
Filed2026-05-12
XLU
0.04%SELECT SECTOR SPDR TR
Shares5.6K
Event2026-03-31
Filed2026-05-12
AMAT
NewAPPLIED MATLS INC
Shares742
Event2026-03-31
Filed2026-05-12
DSTL
27.32%ETF SER SOLUTIONS
Shares4.4K
Event2026-03-31
Filed2026-05-12
WM
0.09%WASTE MGMT INC DEL
Shares1.1K
Event2026-03-31
Filed2026-05-12
AMP
-55.94%AMERIPRISE FINL INC
Shares567
Event2026-03-31
Filed2026-05-12
LEMB
0.81%ISHARES INC
Shares6.1K
Event2026-03-31
Filed2026-05-12
VRT
NewVERTIV HOLDINGS CO
Shares994
Event2026-03-31
Filed2026-05-12
FTCS
0.11%FIRST TR EXCHANGE-TRADED FD
Shares2.7K
Event2026-03-31
Filed2026-05-12
VPL
-2.53%VANGUARD INTL EQUITY INDEX F
Shares2.5K
Event2026-03-31
Filed2026-05-12
IPKW
-4.97%INVESCO EXCH TRADED FD TR II
Shares4.3K
Event2026-03-31
Filed2026-05-12
IDEV
-3.33%ISHARES TR
Shares2.9K
Event2026-03-31
Filed2026-05-12
NVO
6.82%NOVO-NORDISK A S
Shares6.6K
Event2026-03-31
Filed2026-05-12
ORLY
-5.41%OREILLY AUTOMOTIVE INC
Shares2.6K
Event2026-03-31
Filed2026-05-12
VOX
0.00%VANGUARD WORLD FD
Shares1.3K
Event2026-03-31
Filed2026-05-12
ARKK
18.37%ARK ETF TR
Shares3.6K
Event2026-03-31
Filed2026-05-12
IWP
-1.08%ISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-05-12
ACCENTURE PLC IRELAND
-10.20%ACCENTURE PLC IRELAND
Shares1.2K
Event2026-03-31
Filed2026-05-12
ABT
-0.22%ABBOTT LABORATORIES
Shares2.3K
Event2026-03-31
Filed2026-05-12
USMV
-2.33%ISHARES TR
Shares2.4K
Event2026-03-31
Filed2026-05-12
DIS
-0.13%DISNEY WALT CO
Shares2.3K
Event2026-03-31
Filed2026-05-12
PFE
NewPFIZER INC
Shares7.8K
Event2026-03-31
Filed2026-05-12
LHX
NewL3HARRIS TECHNOLOGIES INC
Shares630
Event2026-03-31
Filed2026-05-12
NBIS
NewNEBIUS GROUP N.V.
Shares2.0K
Event2026-03-31
Filed2026-05-12
ITA
-56.20%ISHARES TR
Shares953
Event2026-03-31
Filed2026-05-12
LINDE PLC
NewLINDE PLC
Shares417
Event2026-03-31
Filed2026-05-12
AGNC
0.00%AGNC INVT CORP
Shares20.2K
Event2026-03-31
Filed2026-05-12
XAR
NewSPDR SERIES TRUST
Shares789
Event2026-03-31
Filed2026-05-12
ETHA
2.98%ISHARES ETHEREUM TR
Shares10.4K
Event2026-03-31
Filed2026-05-12
TE
21.31%T1 ENERGY INC
Shares37.0K
Event2026-03-31
Filed2026-05-12
FSK
-36.37%FS KKR CAP CORP
Shares15.7K
Event2026-03-31
Filed2026-05-12
CODI
-3.16%COMPASS DIVERSIFIED
Shares16.6K
Event2026-03-31
Filed2026-05-12
GAB
0.00%GABELLI EQUITY TR INC
Shares21.8K
Event2026-03-31
Filed2026-05-12
FWRG
NewFIRST WATCH RESTAURANT GROUP
Shares11.4K
Event2026-03-31
Filed2026-05-12
HIPS
0.00%GRANITESHARES ETF TR
Shares10.0K
Event2026-03-31
Filed2026-05-12
REAL
0.00%THE REALREAL INC
Shares11.0K
Event2026-03-31
Filed2026-05-12
EXG
0.00%EATON VANCE TAX-MANAGED GLOB
Shares11.5K
Event2026-03-31
Filed2026-05-12
ETJ
2.30%EATON VANCE RISK-MANAGED DIV
Shares12.1K
Event2026-03-31
Filed2026-05-12
ENVX
-22.50%ENOVIX CORPORATION
Shares16.4K
Event2026-03-31
Filed2026-05-12
ACP
0.00%ABRDN INCOME CREDIT STRATEGI
Shares11.4K
Event2026-03-31
Filed2026-05-12
INVZ
-1.56%INNOVIZ TECHNOLOGIES LTD
Shares15.0K
Event2026-03-31
Filed2026-05-12
GABELLI EQUITY TR INC
NewGABELLI EQUITY TR INC
Shares21.9K
Event2026-03-31
Filed2026-05-12
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available