Sponsored

The Analysis of Insight Wealth Partners, LLC's Holdings & P&L

Currently, Insight Wealth Partners, LLC holds 118 types of securities in its portfolio with a total value $247.4M. In the most recent quarter, they have increased their positions in IEF (+37.4K shares, valued at $3.6M), UTWO (+58.9K shares, valued at $2.8M), SNDK (+1.6K shares, valued at $1.0M); decreased their positions in N/A (-39.0K shares, valued at $3.4M), PHYS (-18.9K shares, valued at $669.7K), SPXL (-2.6K shares, valued at $475.0K); initiated new positions in UTWO (+58.9K shares, valued at $2.8M), SNDK (+1.6K shares, valued at $1.0M), AAXJ (+9.9K shares, valued at $954.6K).

1M P&L

+7.1M+2.86%

3M P&L

+10.6M+4.34%

HY P&L

+16.8M+7.11%

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/A206.5M

86.5%

2Semiconductors6.0M

2.5%

3Oil & Gas E&P2.6M

1.1%

Top Industries by Stock Count

1N/A74 stocks

65.5%

2Oil & Gas Integrated3 stocks

2.7%

3Oil & Gas E&P3 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VCIT VANGUARD SCOTTSDALE FDS272.8K shares-1.14%2026-03-312026-05-14

SPXL DIREXION SHARES ETF TRUST96.6K shares-2.59%2026-03-312026-05-14

LQD ISHARES TR139.7K shares3.45%2026-03-312026-05-14

JPST J P MORGAN EXCHANGE TRADED F276.2K shares2.97%2026-03-312026-05-14

FBND FIDELITY MERRIMACK STR TR252.9K shares6.36%2026-03-312026-05-14

IEF ISHARES TR72.5K shares106.35%2026-03-312026-05-14

TIP ISHARES TR60.6K shares5.95%2026-03-312026-05-14

GTO INVESCO ACTIVELY MANAGED EXC141.7K shares7.30%2026-03-312026-05-14

Sponsored

JBND J P MORGAN EXCHANGE TRADED F122.6K shares0.42%2026-03-312026-05-14

UITB VICTORY PORTFOLIOS II136.4K shares0.49%2026-03-312026-05-14

HYG ISHARES TR72.5K shares6.22%2026-03-312026-05-14

FALN ISHARES TR184.1K shares5.71%2026-03-312026-05-14

NVDA NVIDIA CORPORATION27.8K shares2.00%2026-03-312026-05-14

IG PRINCIPAL EXCHANGE TRADED FD226.6K shares2.74%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR52.7K shares-42.53%2026-03-312026-05-14

EMB ISHARES TR47.0K shares4.19%2026-03-312026-05-14

Sponsored

MUB ISHARES TR33.6K shares1.71%2026-03-312026-05-14

CMBS ISHARES TR70.9K shares6.71%2026-03-312026-05-14

BOND PIMCO ETF TR36.3K shares7.60%2026-03-312026-05-14

UMI USCF ETF TR52.8K shares7.44%2026-03-312026-05-14

SNPE DBX ETF TR51.2K shares2.00%2026-03-312026-05-14

UTWO RBB FD INC58.9K sharesnew addition2026-03-312026-05-14

SOXX ISHARES TR7.8K shares1.43%2026-03-312026-05-14

AAPL APPLE INC9.8K shares0.15%2026-03-312026-05-14

Sponsored

BROADCOM INC BROADCOM INC7.7K shares0.55%2026-03-312026-05-14

VCSH VANGUARD SCOTTSDALE FDS29.4K shares-9.40%2026-03-312026-05-14

LQDB ISHARES TR26.9K shares-1.69%2026-03-312026-05-14

AMZN AMAZON COM INC10.9K shares1.54%2026-03-312026-05-14

BSMU INVESCO EXCH TRD SLF IDX FD103.7K shares0.00%2026-03-312026-05-14

AVDV AMERICAN CENTY ETF TR22.3K shares0.99%2026-03-312026-05-14

TBG EA SERIES TRUST60.5K shares11.86%2026-03-312026-05-14

AVUV AMERICAN CENTY ETF TR18.3K shares2.80%2026-03-312026-05-14

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD17.5K shares8.63%2026-03-312026-05-14

PHYS SPROTT ASSET MANAGEMENT LP54.5K shares-25.76%2026-03-312026-05-14

GLD SPDR GOLD TR4.5K shares5.01%2026-03-312026-05-14

FANG DIAMONDBACK ENERGY INC9.5K shares-0.68%2026-03-312026-05-14

TACK CAPITOL SER TR61.6K shares-1.39%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T2.6K shares-4.72%2026-03-312026-05-14

ZALT INNOVATOR ETFS TRUST49.3K shares113.21%2026-03-312026-05-14

XOM EXXON MOBIL CORP9.4K shares2.62%2026-03-312026-05-14

Sponsored

COWZ PACER FDS TR24.2K shares-4.56%2026-03-312026-05-14

DBEF DBX ETF TR28.2K shares14.07%2026-03-312026-05-14

VRT VERTIV HOLDINGS CO5.3K shares0.11%2026-03-312026-05-14

AVIV AMERICAN CENTY ETF TR16.6K shares14.18%2026-03-312026-05-14

CSCO CISCO SYS INC15.8K shares-3.61%2026-03-312026-05-14

SCHG SCHWAB STRATEGIC TR39.7K shares-2.63%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR37.2K shares-1.60%2026-03-312026-05-14

RTX RTX CORPORATION5.8K shares1.59%2026-03-312026-05-14

Sponsored

TXN TEXAS INSTRS INC5.7K shares21.47%2026-03-312026-05-14

SNDK SANDISK CORP1.6K sharesnew addition2026-03-312026-05-14

ALPHABET INC ALPHABET INC3.5K shares-2.28%2026-03-312026-05-14

OPER ETF SER SOLUTIONS10.0K shares0.00%2026-03-312026-05-14

PULS PGIM ETF TR19.6K shares0.00%2026-03-312026-05-14

AAXJ ISHARES TR9.9K sharesnew addition2026-03-312026-05-14

ZJAN INNOVATOR ETFS TRUST34.8K sharesnew addition2026-03-312026-05-14

TSLA TESLA INC2.5K shares16.82%2026-03-312026-05-14

Sponsored

IUSB ISHARES TR20.2K shares8.05%2026-03-312026-05-14

AA ALCOA CORP14.0K sharesnew addition2026-03-312026-05-14

WEA WESTERN ASSET PREMIER BD FD86.6K shares-8.72%2026-03-312026-05-14

GDX VANECK ETF TRUST9.8K shares6.91%2026-03-312026-05-14

VBND ETF SER SOLUTIONS20.4K shares2.72%2026-03-312026-05-14

BSCS INVESCO EXCH TRD SLF IDX FD43.3K shares-1.70%2026-03-312026-05-14

PCAR PACCAR INC7.6K shares-3.01%2026-03-312026-05-14

IFRA ISHARES TR15.2K shares3.61%2026-03-312026-05-14

Sponsored

MSFT MICROSOFT CORP2.3K shares-1.36%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO2.9K shares2.84%2026-03-312026-05-14

TOPT ISHARES TR27.5K shares-17.23%2026-03-312026-05-14

SPUU DIREXION SHARES ETF TRUST4.7K shares-4.93%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR5.0K shares-0.72%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC4.9K shares-7.05%2026-03-312026-05-14

TJX TJX COS INC NEW4.4K sharesnew addition2026-03-312026-05-14

IVV ISHARES TR1.1K shares55.62%2026-03-312026-05-14

Sponsored

META META PLATFORMS INC1.1K shares0.28%2026-03-312026-05-14

PJAN INNOVATOR ETFS TRUST12.9K sharesnew addition2026-03-312026-05-14

BSCR INVESCO EXCH TRD SLF IDX FD29.8K shares0.86%2026-03-312026-05-14

SHV ISHARES TR5.3K shares-27.79%2026-03-312026-05-14

F FORD MTR CO47.3K shares0.68%2026-03-312026-05-14

ABBV ABBVIE INC2.5K shares-8.26%2026-03-312026-05-14

BSCT INVESCO EXCH TRD SLF IDX FD28.9K shares0.94%2026-03-312026-05-14

WMT WALMART INC3.9K sharesnew addition2026-03-312026-05-14

Sponsored

AGG ISHARES TR4.7K shares13.30%2026-03-312026-05-14

MODG CALLAWAY GOLF CO32.6K shares8.18%2026-03-312026-05-14

ECL ECOLAB INC1.7K shares-4.54%2026-03-312026-05-14

CVX CHEVRON CORPORATION2.1K shares-1.18%2026-03-312026-05-14

COP CONOCOPHILLIPS3.0K shares0.00%2026-03-312026-05-14

DGRO ISHARES TR5.5K shares5.74%2026-03-312026-05-14

AOK ISHARES TR9.4K shares0.00%2026-03-312026-05-14

EVR EVERCORE INC1.3K shares0.00%2026-03-312026-05-14

Sponsored

PEP PEPSICO INC2.3K shares0.00%2026-03-312026-05-14

BSCQ INVESCO EXCH TRD SLF IDX FD17.9K shares0.00%2026-03-312026-05-14

AOA ISHARES TR3.7K shares40.87%2026-03-312026-05-14

EPD ENTERPRISE PRODS PARTNERS L8.6K shares5.89%2026-03-312026-05-14

VIRTUIX HOLDINGS INC. VIRTUIX HOLDINGS INC.48.3K sharesnew addition2026-03-312026-05-14

TPL TEXAS PACIFIC LAND CORPORATI629 sharesnew addition2026-03-312026-05-14

BSJQ INVESCO EXCH TRD SLF IDX FD12.8K shares0.00%2026-03-312026-05-14

TNK TEEKAY TANKERS LTD4.0K sharesnew addition2026-03-312026-05-14

Sponsored

LLY ELI LILLY & CO307 shares0.00%2026-03-312026-05-14

ZSEP INNOVATOR ETFS TRUST10.5K shares0.00%2026-03-312026-05-14

BSCU INVESCO EXCH TRD SLF IDX FD16.1K shares1.89%2026-03-312026-05-14

ZFEB INNOVATOR ETFS TRUST10.5K sharesnew addition2026-03-312026-05-14

IGSB ISHARES TR5.1K shares0.86%2026-03-312026-05-14

DE DEERE & CO468 shares0.00%2026-03-312026-05-14

WPC WP CAREY INC3.9K shares0.21%2026-03-312026-05-14

KO COCA COLA CO3.5K shares0.12%2026-03-312026-05-14

Sponsored

COST COSTCO WHOLESALE CORPORATION263 shares1.94%2026-03-312026-05-14

BP BP PLC5.6K sharesnew addition2026-03-312026-05-14

XAR SPDR SERIES TRUST1.0K sharesnew addition2026-03-312026-05-14

BSJR INVESCO EXCH TRD SLF IDX FD11.2K shares2.04%2026-03-312026-05-14

VIDI ETF SER SOLUTIONS6.2K shares1.13%2026-03-312026-05-14

IWM ISHARES TR885 shares0.00%2026-03-312026-05-14

SHY ISHARES TR2.6K shares-24.79%2026-03-312026-05-14

SHYG ISHARES TR5.1K shares-30.96%2026-03-312026-05-14

Sponsored

AOR ISHARES TR3.4K shares-0.50%2026-03-312026-05-14

PFF ISHARES TR7.0K shares-23.42%2026-03-312026-05-14

ALPHABET INC ALPHABET INC725 shares4.62%2026-03-312026-05-14

CL COLGATE PALMOLIVE CO2.4K shares-14.51%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC240 sharesnew addition2026-03-312026-05-14

UIS UNISYS CORP32.9K shares0.00%2026-03-312026-05-14

VCIT

VANGUARD SCOTTSDALE FDS

-1.14%

Shares272.8K

Event2026-03-31

Filed2026-05-14

SPXL

DIREXION SHARES ETF TRUST

-2.59%

Shares96.6K

Event2026-03-31

Filed2026-05-14

LQD

ISHARES TR

3.45%

Shares139.7K

Event2026-03-31

Filed2026-05-14

JPST

J P MORGAN EXCHANGE TRADED F

2.97%

Shares276.2K

Event2026-03-31

Filed2026-05-14

FBND

FIDELITY MERRIMACK STR TR

6.36%

Shares252.9K

Event2026-03-31

Filed2026-05-14

IEF

ISHARES TR

106.35%

Shares72.5K

Event2026-03-31

Filed2026-05-14

TIP

ISHARES TR

5.95%

Shares60.6K

Event2026-03-31

Filed2026-05-14

GTO

INVESCO ACTIVELY MANAGED EXC

7.30%

Shares141.7K

Event2026-03-31

Filed2026-05-14

JBND

J P MORGAN EXCHANGE TRADED F

0.42%

Shares122.6K

Event2026-03-31

Filed2026-05-14

UITB

VICTORY PORTFOLIOS II

0.49%

Shares136.4K

Event2026-03-31

Filed2026-05-14

HYG

ISHARES TR

6.22%

Shares72.5K

Event2026-03-31

Filed2026-05-14

FALN

ISHARES TR

5.71%

Shares184.1K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

2.00%

Shares27.8K

Event2026-03-31

Filed2026-05-14

PRINCIPAL EXCHANGE TRADED FD

2.74%

Shares226.6K

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR

-42.53%

Shares52.7K

Event2026-03-31

Filed2026-05-14

EMB

ISHARES TR

4.19%

Shares47.0K

Event2026-03-31

Filed2026-05-14

MUB

ISHARES TR

1.71%

Shares33.6K

Event2026-03-31

Filed2026-05-14

CMBS

ISHARES TR

6.71%

Shares70.9K

Event2026-03-31

Filed2026-05-14

BOND

PIMCO ETF TR

7.60%

Shares36.3K

Event2026-03-31

Filed2026-05-14

UMI

USCF ETF TR

7.44%

Shares52.8K

Event2026-03-31

Filed2026-05-14

SNPE

DBX ETF TR

2.00%

Shares51.2K

Event2026-03-31

Filed2026-05-14

UTWO

RBB FD INC

New

Shares58.9K

Event2026-03-31

Filed2026-05-14

SOXX

ISHARES TR

1.43%

Shares7.8K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

0.15%

Shares9.8K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

0.55%

Shares7.7K

Event2026-03-31

Filed2026-05-14

VCSH

VANGUARD SCOTTSDALE FDS

-9.40%

Shares29.4K

Event2026-03-31

Filed2026-05-14

LQDB

ISHARES TR

-1.69%

Shares26.9K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

1.54%

Shares10.9K

Event2026-03-31

Filed2026-05-14

BSMU

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares103.7K

Event2026-03-31

Filed2026-05-14

AVDV

AMERICAN CENTY ETF TR

0.99%

Shares22.3K

Event2026-03-31

Filed2026-05-14

TBG

EA SERIES TRUST

11.86%

Shares60.5K

Event2026-03-31

Filed2026-05-14

AVUV

AMERICAN CENTY ETF TR

2.80%

Shares18.3K

Event2026-03-31

Filed2026-05-14

AIRR

FIRST TR EXCHANGE TRADED FD

8.63%

Shares17.5K

Event2026-03-31

Filed2026-05-14

PHYS

SPROTT ASSET MANAGEMENT LP

-25.76%

Shares54.5K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

5.01%

Shares4.5K

Event2026-03-31

Filed2026-05-14

FANG

DIAMONDBACK ENERGY INC

-0.68%

Shares9.5K

Event2026-03-31

Filed2026-05-14

TACK

CAPITOL SER TR

-1.39%

Shares61.6K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

-4.72%

Shares2.6K

Event2026-03-31

Filed2026-05-14

ZALT

INNOVATOR ETFS TRUST

113.21%

Shares49.3K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

2.62%

Shares9.4K

Event2026-03-31

Filed2026-05-14

COWZ

PACER FDS TR

-4.56%

Shares24.2K

Event2026-03-31

Filed2026-05-14

DBEF

DBX ETF TR

14.07%

Shares28.2K

Event2026-03-31

Filed2026-05-14

VRT

VERTIV HOLDINGS CO

0.11%

Shares5.3K

Event2026-03-31

Filed2026-05-14

AVIV

AMERICAN CENTY ETF TR

14.18%

Shares16.6K

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

-3.61%

Shares15.8K

Event2026-03-31

Filed2026-05-14

SCHG

SCHWAB STRATEGIC TR

-2.63%

Shares39.7K

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

-1.60%

Shares37.2K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

1.59%

Shares5.8K

Event2026-03-31

Filed2026-05-14

TXN

TEXAS INSTRS INC

21.47%

Shares5.7K

Event2026-03-31

Filed2026-05-14

SNDK

SANDISK CORP

New

Shares1.6K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-2.28%

Shares3.5K

Event2026-03-31

Filed2026-05-14

OPER

ETF SER SOLUTIONS

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-14

PULS

PGIM ETF TR

0.00%

Shares19.6K

Event2026-03-31

Filed2026-05-14

AAXJ

ISHARES TR

New

Shares9.9K

Event2026-03-31

Filed2026-05-14

ZJAN

INNOVATOR ETFS TRUST

New

Shares34.8K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

16.82%

Shares2.5K

Event2026-03-31

Filed2026-05-14

IUSB

ISHARES TR

8.05%

Shares20.2K

Event2026-03-31

Filed2026-05-14

ALCOA CORP

New

Shares14.0K

Event2026-03-31

Filed2026-05-14

WEA

WESTERN ASSET PREMIER BD FD

-8.72%

Shares86.6K

Event2026-03-31

Filed2026-05-14

GDX

VANECK ETF TRUST

6.91%

Shares9.8K

Event2026-03-31

Filed2026-05-14

VBND

ETF SER SOLUTIONS

2.72%

Shares20.4K

Event2026-03-31

Filed2026-05-14

BSCS

INVESCO EXCH TRD SLF IDX FD

-1.70%

Shares43.3K

Event2026-03-31

Filed2026-05-14

PCAR

PACCAR INC

-3.01%

Shares7.6K

Event2026-03-31

Filed2026-05-14

IFRA

ISHARES TR

3.61%

Shares15.2K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-1.36%

Shares2.3K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

2.84%

Shares2.9K

Event2026-03-31

Filed2026-05-14

TOPT

ISHARES TR

-17.23%

Shares27.5K

Event2026-03-31

Filed2026-05-14

SPUU

DIREXION SHARES ETF TRUST

-4.93%

Shares4.7K

Event2026-03-31

Filed2026-05-14

XLV

SELECT SECTOR SPDR TR

-0.72%

Shares5.0K

Event2026-03-31

Filed2026-05-14

PLTR

PALANTIR TECHNOLOGIES INC

-7.05%

Shares4.9K

Event2026-03-31

Filed2026-05-14

TJX

TJX COS INC NEW

New

Shares4.4K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

55.62%

Shares1.1K

Event2026-03-31

Filed2026-05-14

META

META PLATFORMS INC

0.28%

Shares1.1K

Event2026-03-31

Filed2026-05-14

PJAN

INNOVATOR ETFS TRUST

New

Shares12.9K

Event2026-03-31

Filed2026-05-14

BSCR

INVESCO EXCH TRD SLF IDX FD

0.86%

Shares29.8K

Event2026-03-31

Filed2026-05-14

SHV

ISHARES TR

-27.79%

Shares5.3K

Event2026-03-31

Filed2026-05-14

FORD MTR CO

0.68%

Shares47.3K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

-8.26%

Shares2.5K

Event2026-03-31

Filed2026-05-14

BSCT

INVESCO EXCH TRD SLF IDX FD

0.94%

Shares28.9K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

New

Shares3.9K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

13.30%

Shares4.7K

Event2026-03-31

Filed2026-05-14

MODG

CALLAWAY GOLF CO

8.18%

Shares32.6K

Event2026-03-31

Filed2026-05-14

ECL

ECOLAB INC

-4.54%

Shares1.7K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

-1.18%

Shares2.1K

Event2026-03-31

Filed2026-05-14

COP

CONOCOPHILLIPS

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

DGRO

ISHARES TR

5.74%

Shares5.5K

Event2026-03-31

Filed2026-05-14

AOK

ISHARES TR

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-14

EVR

EVERCORE INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-14

BSCQ

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares17.9K

Event2026-03-31

Filed2026-05-14

AOA

ISHARES TR

40.87%

Shares3.7K

Event2026-03-31

Filed2026-05-14

EPD

ENTERPRISE PRODS PARTNERS L

5.89%

Shares8.6K

Event2026-03-31

Filed2026-05-14

VIRTUIX HOLDINGS INC.

New

Shares48.3K

Event2026-03-31

Filed2026-05-14

TPL

TEXAS PACIFIC LAND CORPORATI

New

Shares629

Event2026-03-31

Filed2026-05-14

BSJQ

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares12.8K

Event2026-03-31

Filed2026-05-14

TNK

TEEKAY TANKERS LTD

New

Shares4.0K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

0.00%

Shares307

Event2026-03-31

Filed2026-05-14

ZSEP

INNOVATOR ETFS TRUST

0.00%

Shares10.5K

Event2026-03-31

Filed2026-05-14

BSCU

INVESCO EXCH TRD SLF IDX FD

1.89%

Shares16.1K

Event2026-03-31

Filed2026-05-14

ZFEB

INNOVATOR ETFS TRUST

New

Shares10.5K

Event2026-03-31

Filed2026-05-14

IGSB

ISHARES TR

0.86%

Shares5.1K

Event2026-03-31

Filed2026-05-14

DEERE & CO

0.00%

Shares468

Event2026-03-31

Filed2026-05-14

WPC

WP CAREY INC

0.21%

Shares3.9K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

0.12%

Shares3.5K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

1.94%

Shares263

Event2026-03-31

Filed2026-05-14

BP PLC

New

Shares5.6K

Event2026-03-31

Filed2026-05-14

XAR

SPDR SERIES TRUST

New

Shares1.0K

Event2026-03-31

Filed2026-05-14

BSJR

INVESCO EXCH TRD SLF IDX FD

2.04%

Shares11.2K

Event2026-03-31

Filed2026-05-14

VIDI

ETF SER SOLUTIONS

1.13%

Shares6.2K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

0.00%

Shares885

Event2026-03-31

Filed2026-05-14

SHY

ISHARES TR

-24.79%

Shares2.6K

Event2026-03-31

Filed2026-05-14

SHYG

ISHARES TR

-30.96%

Shares5.1K

Event2026-03-31

Filed2026-05-14

AOR

ISHARES TR

-0.50%

Shares3.4K

Event2026-03-31

Filed2026-05-14

PFF

ISHARES TR

-23.42%

Shares7.0K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

4.62%

Shares725

Event2026-03-31

Filed2026-05-14

COLGATE PALMOLIVE CO

-14.51%

Shares2.4K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC

New

Shares240

Event2026-03-31

Filed2026-05-14

UIS

UNISYS CORP

0.00%

Shares32.9K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

SPY Call CallSTATE STR SPDR S&P 500 ETF T715.3K shares-0.32%2026-03-312026-05-14

SPXL Call CallDIREXION SHARES ETF TRUST2.0K sharesnew addition2026-03-312026-05-14

SPY Call

STATE STR SPDR S&P 500 ETF T

-0.32%

Shares715.3K

Event2026-03-31

Filed2026-05-14

SPXL Call

DIREXION SHARES ETF TRUST

New

Shares2.0K

Event2026-03-31

Filed2026-05-14

Put Option Holdings

No put option holdings data available