Sponsored

The Analysis of INSPIRION WEALTH ADVISORS, LLC's Holdings & P&L

Currently, INSPIRION WEALTH ADVISORS, LLC holds 177 types of securities in its portfolio with a total value $802.5M. In the most recent quarter, they have increased their positions in VYM (+85.5K shares, valued at $12.7M), VUG (+24.4K shares, valued at $10.6M), VOT (+34.5K shares, valued at $8.9M); decreased their positions in JAAA (-336.9K shares, valued at $17.0M), SPYV (-191.5K shares, valued at $10.8M), SPYG (-83.4K shares, valued at $8.2M); initiated new positions in GMET (+14.4K shares, valued at $581.1K), N/A (+12.9K shares, valued at $423.6K), N/A (+11.9K shares, valued at $310.4K).

1M P&L

+18.1M+2.25%

3M P&L

-382.1M-31.70%

HY P&L

-364.5M-30.69%

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/A648.7M

82.2%

2Drug Manufacturers - General46.8M

5.9%

3Medical Devices21.1M

2.7%

Top Industries by Stock Count

1N/A83 stocks

51.6%

2Drug Manufacturers - General5 stocks

3.1%

3Biotechnology5 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VYM VANGUARD WHITEHALL FDS586.8K shares17.05%2026-03-312026-04-08

VUG VANGUARD INDEX FDS166.1K shares17.20%2026-03-312026-04-08

CGXU CAPITAL GROUP INTL FOCUS EQT2.0M shares6.93%2026-03-312026-04-08

JAAA JANUS DETROIT STR TR1.0M shares-24.78%2026-03-312026-04-08

VOE VANGUARD INDEX FDS265.6K shares-1.85%2026-03-312026-04-08

ABBV ABBVIE INC201.3K shares-1.36%2026-03-312026-04-08

JMBS JANUS DETROIT STR TR766.1K shares17.19%2026-03-312026-04-08

CLOA BLACKROCK ETF TRUST II563.3K shares12.69%2026-03-312026-04-08

Sponsored

VB VANGUARD INDEX FDS86.2K shares28.72%2026-03-312026-04-08

VBR VANGUARD INDEX FDS100.1K shares-19.84%2026-03-312026-04-08

HGER HARBOR ETF TRUST663.1K shares9.98%2026-03-312026-04-08

LMBS FIRST TR EXCHANGE-TRADED FD395.6K shares-3.11%2026-03-312026-04-08

VOT VANGUARD INDEX FDS73.8K shares87.97%2026-03-312026-04-08

ABT ABBOTT LABORATORIES179.1K shares-3.99%2026-03-312026-04-08

IJK ISHARES TR182.7K shares-24.33%2026-03-312026-04-08

SPYV SPDR SERIES TRUST300.1K shares-38.96%2026-03-312026-04-08

Sponsored

SPYG SPDR SERIES TRUST167.4K shares-33.25%2026-03-312026-04-08

VBK VANGUARD INDEX FDS50.1K shares-20.59%2026-03-312026-04-08

AAPL APPLE INC55.3K shares-0.29%2026-03-312026-04-08

GLDM WORLD GOLD TR118.4K shares4.65%2026-03-312026-04-08

IWS ISHARES TR53.0K shares-1.75%2026-03-312026-04-08

HQY HEALTHEQUITY INC65.0K shares0.00%2026-03-312026-04-08

GLD SPDR GOLD TR12.4K shares9.84%2026-03-312026-04-08

DON WISDOMTREE TR85.2K shares-2.62%2026-03-312026-04-08

Sponsored

ALPHABET INC ALPHABET INC15.5K shares-7.31%2026-03-312026-04-08

WDAY WORKDAY INC32.9K shares0.09%2026-03-312026-04-08

PG PROCTER & GAMBLE CO27.2K shares-2.62%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T5.7K shares-5.02%2026-03-312026-04-08

AMZN AMAZON COM INC17.4K shares22.00%2026-03-312026-04-08

CEF SPROTT ASSET MANAGEMENT LP74.4K shares9.71%2026-03-312026-04-08

MA MASTERCARD INCORPORATED7.1K shares-10.48%2026-03-312026-04-08

PYLD PIMCO ETF TR122.5K shares39.67%2026-03-312026-04-08

Sponsored

VEA VANGUARD TAX-MANAGED FDS47.0K shares8.98%2026-03-312026-04-08

FMB FIRST TR EXCH TRADED FD III51.9K shares-8.01%2026-03-312026-04-08

CPNG COUPANG INC134.4K shares0.04%2026-03-312026-04-08

WCMI FIRST TR EXCHANGE-TRADED FD145.7K shares401.60%2026-03-312026-04-08

MSFT MICROSOFT CORP6.6K shares11.43%2026-03-312026-04-08

FTGC FIRST TR EXCHANGE TRAD FD VI84.3K shares-21.59%2026-03-312026-04-08

VO VANGUARD INDEX FDS8.1K shares4.38%2026-03-312026-04-08

MUNI PIMCO ETF TR43.7K shares0.00%2026-03-312026-04-08

Sponsored

CSNR COHEN & STEERS ETF TRUST60.1K shares22.86%2026-03-312026-04-08

SMMU PIMCO ETF TR41.5K shares0.00%2026-03-312026-04-08

NVDA NVIDIA CORPORATION11.0K shares-1.81%2026-03-312026-04-08

BAR GRANITESHARES GOLD TR40.4K shares0.00%2026-03-312026-04-08

DLN WISDOMTREE TR20.2K shares0.41%2026-03-312026-04-08

SLYV SPDR SERIES TRUST18.1K shares-0.65%2026-03-312026-04-08

SHV ISHARES TR15.4K shares-15.39%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS7.8K shares0.00%2026-03-312026-04-08

Sponsored

IVW ISHARES TR14.2K shares0.00%2026-03-312026-04-08

IVV ISHARES TR2.4K shares-1.77%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS2.6K shares-10.28%2026-03-312026-04-08

WPC WP CAREY INC22.6K shares-3.18%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO5.0K shares-0.16%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.9K shares-1.11%2026-03-312026-04-08

KR KROGER CO19.3K shares0.21%2026-03-312026-04-08

DES WISDOMTREE TR38.4K shares-1.05%2026-03-312026-04-08

Sponsored

PFE PFIZER INC49.1K shares-9.54%2026-03-312026-04-08

AHCO ADAPTHEALTH CORP112.9K shares0.00%2026-03-312026-04-08

IEFA ISHARES TR14.7K shares0.00%2026-03-312026-04-08

DE DEERE & CO2.4K shares0.09%2026-03-312026-04-08

EW EDWARDS LIFESCIENCES CORP15.2K shares0.00%2026-03-312026-04-08

XOM EXXON MOBIL CORP7.2K shares15.58%2026-03-312026-04-08

FIXD FIRST TR EXCHNG TRADED FD VI27.3K shares-26.38%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR1.9K shares-9.79%2026-03-312026-04-08

Sponsored

MGOV FIRST TR EXCHANGE-TRADED FD54.6K shares-16.04%2026-03-312026-04-08

VTV VANGUARD INDEX FDS5.6K shares0.00%2026-03-312026-04-08

ZS ZSCALER INC7.7K shares1.12%2026-03-312026-04-08

ALPHABET INC ALPHABET INC3.8K shares-1.55%2026-03-312026-04-08

FUMB FIRST TR EXCH TRADED FD III53.9K shares7.74%2026-03-312026-04-08

V VISA INC3.3K shares-1.18%2026-03-312026-04-08

VTI VANGUARD INDEX FDS3.0K shares0.00%2026-03-312026-04-08

COST COSTCO WHOLESALE CORPORATION954 shares2.14%2026-03-312026-04-08

Sponsored

CME CME GROUP INC3.1K shares-0.16%2026-03-312026-04-08

WMT WALMART INC7.3K shares8.62%2026-03-312026-04-08

SNA SNAP ON INC2.5K shares0.00%2026-03-312026-04-08

IVE ISHARES TR4.3K shares0.00%2026-03-312026-04-08

ISHARES GOLD TR ISHARES GOLD TR10.2K shares0.00%2026-03-312026-04-08

VGT VANGUARD WORLD FD1.3K shares24.24%2026-03-312026-04-08

LLY ELI LILLY & CO949 shares0.21%2026-03-312026-04-08

TXN TEXAS INSTRS INC4.4K shares0.00%2026-03-312026-04-08

Sponsored

IWO ISHARES TR2.7K shares-5.33%2026-03-312026-04-08

VTEB VANGUARD MUN BD FDS16.4K shares0.00%2026-03-312026-04-08

BAX BAXTER INTL INC47.7K shares5.88%2026-03-312026-04-08

TFC TRUIST FINL CORP17.0K shares0.00%2026-03-312026-04-08

HDV ISHARES TR5.7K shares-2.57%2026-03-312026-04-08

META META PLATFORMS INC1.3K shares-21.51%2026-03-312026-04-08

TSLA TESLA INC1.9K shares5.68%2026-03-312026-04-08

MDYG SPDR SERIES TRUST7.2K shares0.00%2026-03-312026-04-08

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD14.3K shares0.00%2026-03-312026-04-08

CAT CATERPILLAR INC933 shares0.11%2026-03-312026-04-08

SBUX STARBUCKS CORP7.1K shares0.00%2026-03-312026-04-08

CAAA FIRST TR EXCHANGE-TRADED FD30.4K shares-0.11%2026-03-312026-04-08

MS MORGAN STANLEY3.7K shares0.00%2026-03-312026-04-08

FSMB FIRST TR EXCH TRADED FD III30.6K shares-22.20%2026-03-312026-04-08

SLYG SPDR SERIES TRUST6.3K shares-0.51%2026-03-312026-04-08

GMET VANECK ETF TRUST14.4K sharesnew addition2026-03-312026-04-08

Sponsored

IEMG ISHARES INC8.3K shares1.22%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON2.3K shares0.09%2026-03-312026-04-08

SLV ISHARES SILVER TR8.3K shares-2.07%2026-03-312026-04-08

NSC NORFOLK SOUTHN CORP1.9K shares-0.10%2026-03-312026-04-08

MCD MCDONALDS CORP1.8K shares-0.11%2026-03-312026-04-08

BMRN BIOMARIN PHARMACEUTICAL INC9.3K shares75.08%2026-03-312026-04-08

EMBJ EMBRAER S.A.8.7K shares-14.77%2026-03-312026-04-08

GDX VANECK ETF TRUST5.5K shares0.00%2026-03-312026-04-08

Sponsored

HSY HERSHEY CO2.4K shares0.46%2026-03-312026-04-08

ALLSPRING EXCHANGE TRADED FU ALLSPRING EXCHANGE TRADED FU19.4K shares25.77%2026-03-312026-04-08

GDXJ VANECK ETF TRUST4.0K shares0.00%2026-03-312026-04-08

CRWD CROWDSTRIKE HLDGS INC1.2K shares4.40%2026-03-312026-04-08

PEP PEPSICO INC3.0K shares0.00%2026-03-312026-04-08

IJT ISHARES TR3.1K shares0.00%2026-03-312026-04-08

BAC BANK AMERICA CORP9.0K shares0.19%2026-03-312026-04-08

DWM WISDOMTREE TR6.3K shares0.24%2026-03-312026-04-08

Sponsored

KRANESHARES TRUST KRANESHARES TRUST12.9K sharesnew addition2026-03-312026-04-08

BA BOEING CO2.0K shares0.00%2026-03-312026-04-08

ORCL ORACLE CORP2.7K shares-0.97%2026-03-312026-04-08

ARISTA NETWORKS INC ARISTA NETWORKS INC3.2K shares0.00%2026-03-312026-04-08

RTX RTX CORPORATION2.0K shares0.00%2026-03-312026-04-08

WTFC WINTRUST FINL CORP2.8K shares0.00%2026-03-312026-04-08

VRSN VERISIGN INC1.5K shares0.00%2026-03-312026-04-08

JBBB JANUS DETROIT STR TR7.9K shares-27.33%2026-03-312026-04-08

Sponsored

BROADCOM INC BROADCOM INC1.2K shares-6.49%2026-03-312026-04-08

APH AMPHENOL CORP2.8K shares0.00%2026-03-312026-04-08

NULV NUSHARES ETF TR7.7K shares-0.48%2026-03-312026-04-08

SPYM SPDR SERIES TRUST4.5K shares-1.23%2026-03-312026-04-08

MDYV SPDR SERIES TRUST3.9K shares0.00%2026-03-312026-04-08

DIS DISNEY WALT CO3.4K shares-22.54%2026-03-312026-04-08

ITW ILLINOIS TOOL WKS INC1.2K shares0.00%2026-03-312026-04-08

GRAYSCALE XRP TR ETF GRAYSCALE XRP TR ETF11.9K sharesnew addition2026-03-312026-04-08

Sponsored

CAH CARDINAL HEALTH INC1.5K shares0.00%2026-03-312026-04-08

AON PLC AON PLC909 shares0.00%2026-03-312026-04-08

HTRB HARTFORD FDS EXCHANGE TRADED8.6K shares-8.37%2026-03-312026-04-08

NULG NUSHARES ETF TR3.2K shares1.70%2026-03-312026-04-08

TSLX SIXTH STREET SPECIALTY LENDI15.4K shares0.00%2026-03-312026-04-08

HD HOME DEPOT INC862 shares-10.58%2026-03-312026-04-08

CEG CONSTELLATION ENERGY CORP1.0K shares0.00%2026-03-312026-04-08

MDY STATE STR SPDR S&P MIDCAP 40445 shares0.00%2026-03-312026-04-08

Sponsored

VUSB VANGUARD BD INDEX FDS5.3K shares0.70%2026-03-312026-04-08

GS GOLDMAN SACHS GROUP INC306 shares0.00%2026-03-312026-04-08

GWW WW GRAINGER INC236 shares0.00%2026-03-312026-04-08

AEP AMERICAN ELEC PWR CO INC1.9K shares0.00%2026-03-312026-04-08

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.2K shares0.14%2026-03-312026-04-08

TPG TPG INC6.1K sharesnew addition2026-03-312026-04-08

SPDW SPDR INDEX SHS FDS5.4K shares-26.87%2026-03-312026-04-08

HUBS HUBSPOT INC1.0K sharesnew addition2026-03-312026-04-08

Sponsored

IWF ISHARES TR564 shares-8.14%2026-03-312026-04-08

UCON FIRST TR EXCHNG TRADED FD VI9.6K shares-45.08%2026-03-312026-04-08

BK BANK NEW YORK MELLON CORP2.0K shares0.00%2026-03-312026-04-08

FBCG FIDELITY COVINGTON TRUST4.7K shares-17.89%2026-03-312026-04-08

TD TORONTO DOMINION BK ONT2.5K shares0.00%2026-03-312026-04-08

VONE VANGUARD SCOTTSDALE FDS787 shares0.00%2026-03-312026-04-08

AMGN AMGEN INC650 shares0.00%2026-03-312026-04-08

NUDM NUSHARES ETF TR6.3K shares-0.17%2026-03-312026-04-08

Sponsored

IJR ISHARES TR1.8K shares0.00%2026-03-312026-04-08

VFH VANGUARD WORLD FD1.9K shares0.00%2026-03-312026-04-08

PHAT PHATHOM PHARMACEUTICALS INC19.9K shares0.50%2026-03-312026-04-08

VXF VANGUARD INDEX FDS1.1K shares-18.62%2026-03-312026-04-08

CRM SALESFORCE INC1.2K sharesnew addition2026-03-312026-04-08

CVX CHEVRON CORPORATION1.1K sharesnew addition2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS896 shares-1.97%2026-03-312026-04-08

NOW SERVICENOW INC2.1K sharesnew addition2026-03-312026-04-08

Sponsored

VONG VANGUARD SCOTTSDALE FDS2.0K shares0.00%2026-03-312026-04-08

IWD ISHARES TR1.0K shares0.00%2026-03-312026-04-08

COKE COCA COLA CONS INC1.1K sharesnew addition2026-03-312026-04-08

PSX PHILLIPS 661.1K sharesnew addition2026-03-312026-04-08

IYJ ISHARES TR1.4K shares0.00%2026-03-312026-04-08

EQT CORP EQT CORP3.2K sharesnew addition2026-03-312026-04-08

TIDAL TRUST II TIDAL TRUST II7.9K sharesnew addition2026-03-312026-04-08

KO COCA COLA CO2.6K sharesnew addition2026-03-312026-04-08

Sponsored

ZM ZOOM COMMUNICATIONS INC2.5K shares0.00%2026-03-312026-04-08

QDEL QUIDELORTHO CORP11.5K shares0.00%2026-03-312026-04-08

ICLN ISHARES TR10.0K shares0.00%2026-03-312026-04-08

PDSB PDS BIOTECHNOLOGY CORP182.0K shares0.83%2026-03-312026-04-08

ADMA ADMA BIOLOGICS INC10.3K shares0.00%2026-03-312026-04-08

WTI W & T OFFSHORE INC23.4K sharesnew addition2026-03-312026-04-08

KOS KOSMOS ENERGY LTD27.8K sharesnew addition2026-03-312026-04-08

ALDX ALDEYRA THERAPEUTICS INC10.0K shares0.00%2026-03-312026-04-08

Sponsored

TRINITY BIOTECH INVT LTD TRINITY BIOTECH INVT LTD25.0K shares0.00%2026-03-312026-04-08

VYM

VANGUARD WHITEHALL FDS

17.05%

Shares586.8K

Event2026-03-31

Filed2026-04-08

VUG

VANGUARD INDEX FDS

17.20%

Shares166.1K

Event2026-03-31

Filed2026-04-08

CGXU

CAPITAL GROUP INTL FOCUS EQT

6.93%

Shares2.0M

Event2026-03-31

Filed2026-04-08

JAAA

JANUS DETROIT STR TR

-24.78%

Shares1.0M

Event2026-03-31

Filed2026-04-08

VOE

VANGUARD INDEX FDS

-1.85%

Shares265.6K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

-1.36%

Shares201.3K

Event2026-03-31

Filed2026-04-08

JMBS

JANUS DETROIT STR TR

17.19%

Shares766.1K

Event2026-03-31

Filed2026-04-08

CLOA

BLACKROCK ETF TRUST II

12.69%

Shares563.3K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

28.72%

Shares86.2K

Event2026-03-31

Filed2026-04-08

VBR

VANGUARD INDEX FDS

-19.84%

Shares100.1K

Event2026-03-31

Filed2026-04-08

HGER

HARBOR ETF TRUST

9.98%

Shares663.1K

Event2026-03-31

Filed2026-04-08

LMBS

FIRST TR EXCHANGE-TRADED FD

-3.11%

Shares395.6K

Event2026-03-31

Filed2026-04-08

VOT

VANGUARD INDEX FDS

87.97%

Shares73.8K

Event2026-03-31

Filed2026-04-08

ABT

ABBOTT LABORATORIES

-3.99%

Shares179.1K

Event2026-03-31

Filed2026-04-08

IJK

ISHARES TR

-24.33%

Shares182.7K

Event2026-03-31

Filed2026-04-08

SPYV

SPDR SERIES TRUST

-38.96%

Shares300.1K

Event2026-03-31

Filed2026-04-08

SPYG

SPDR SERIES TRUST

-33.25%

Shares167.4K

Event2026-03-31

Filed2026-04-08

VBK

VANGUARD INDEX FDS

-20.59%

Shares50.1K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

-0.29%

Shares55.3K

Event2026-03-31

Filed2026-04-08

GLDM

WORLD GOLD TR

4.65%

Shares118.4K

Event2026-03-31

Filed2026-04-08

IWS

ISHARES TR

-1.75%

Shares53.0K

Event2026-03-31

Filed2026-04-08

HQY

HEALTHEQUITY INC

0.00%

Shares65.0K

Event2026-03-31

Filed2026-04-08

GLD

SPDR GOLD TR

9.84%

Shares12.4K

Event2026-03-31

Filed2026-04-08

DON

WISDOMTREE TR

-2.62%

Shares85.2K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-7.31%

Shares15.5K

Event2026-03-31

Filed2026-04-08

WDAY

WORKDAY INC

0.09%

Shares32.9K

Event2026-03-31

Filed2026-04-08

PROCTER & GAMBLE CO

-2.62%

Shares27.2K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

-5.02%

Shares5.7K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

22.00%

Shares17.4K

Event2026-03-31

Filed2026-04-08

CEF

SPROTT ASSET MANAGEMENT LP

9.71%

Shares74.4K

Event2026-03-31

Filed2026-04-08

MASTERCARD INCORPORATED

-10.48%

Shares7.1K

Event2026-03-31

Filed2026-04-08

PYLD

PIMCO ETF TR

39.67%

Shares122.5K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

8.98%

Shares47.0K

Event2026-03-31

Filed2026-04-08

FMB

FIRST TR EXCH TRADED FD III

-8.01%

Shares51.9K

Event2026-03-31

Filed2026-04-08

CPNG

COUPANG INC

0.04%

Shares134.4K

Event2026-03-31

Filed2026-04-08

WCMI

FIRST TR EXCHANGE-TRADED FD

401.60%

Shares145.7K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

11.43%

Shares6.6K

Event2026-03-31

Filed2026-04-08

FTGC

FIRST TR EXCHANGE TRAD FD VI

-21.59%

Shares84.3K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

4.38%

Shares8.1K

Event2026-03-31

Filed2026-04-08

MUNI

PIMCO ETF TR

0.00%

Shares43.7K

Event2026-03-31

Filed2026-04-08

CSNR

COHEN & STEERS ETF TRUST

22.86%

Shares60.1K

Event2026-03-31

Filed2026-04-08

SMMU

PIMCO ETF TR

0.00%

Shares41.5K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

-1.81%

Shares11.0K

Event2026-03-31

Filed2026-04-08

BAR

GRANITESHARES GOLD TR

0.00%

Shares40.4K

Event2026-03-31

Filed2026-04-08

DLN

WISDOMTREE TR

0.41%

Shares20.2K

Event2026-03-31

Filed2026-04-08

SLYV

SPDR SERIES TRUST

-0.65%

Shares18.1K

Event2026-03-31

Filed2026-04-08

SHV

ISHARES TR

-15.39%

Shares15.4K

Event2026-03-31

Filed2026-04-08

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-08

IVW

ISHARES TR

0.00%

Shares14.2K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

-1.77%

Shares2.4K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-10.28%

Shares2.6K

Event2026-03-31

Filed2026-04-08

WPC

WP CAREY INC

-3.18%

Shares22.6K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

-0.16%

Shares5.0K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

-1.11%

Shares2.9K

Event2026-03-31

Filed2026-04-08

KROGER CO

0.21%

Shares19.3K

Event2026-03-31

Filed2026-04-08

DES

WISDOMTREE TR

-1.05%

Shares38.4K

Event2026-03-31

Filed2026-04-08

PFE

PFIZER INC

-9.54%

Shares49.1K

Event2026-03-31

Filed2026-04-08

AHCO

ADAPTHEALTH CORP

0.00%

Shares112.9K

Event2026-03-31

Filed2026-04-08

IEFA

ISHARES TR

0.00%

Shares14.7K

Event2026-03-31

Filed2026-04-08

DEERE & CO

0.09%

Shares2.4K

Event2026-03-31

Filed2026-04-08

EDWARDS LIFESCIENCES CORP

0.00%

Shares15.2K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

15.58%

Shares7.2K

Event2026-03-31

Filed2026-04-08

FIXD

FIRST TR EXCHNG TRADED FD VI

-26.38%

Shares27.3K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

-9.79%

Shares1.9K

Event2026-03-31

Filed2026-04-08

MGOV

FIRST TR EXCHANGE-TRADED FD

-16.04%

Shares54.6K

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-08

ZSCALER INC

1.12%

Shares7.7K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-1.55%

Shares3.8K

Event2026-03-31

Filed2026-04-08

FUMB

FIRST TR EXCH TRADED FD III

7.74%

Shares53.9K

Event2026-03-31

Filed2026-04-08

VISA INC

-1.18%

Shares3.3K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHOLESALE CORPORATION

2.14%

Shares954

Event2026-03-31

Filed2026-04-08

CME

CME GROUP INC

-0.16%

Shares3.1K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

8.62%

Shares7.3K

Event2026-03-31

Filed2026-04-08

SNA

SNAP ON INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-08

IVE

ISHARES TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-08

ISHARES GOLD TR

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-08

VGT

VANGUARD WORLD FD

24.24%

Shares1.3K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

0.21%

Shares949

Event2026-03-31

Filed2026-04-08

TXN

TEXAS INSTRS INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-08

IWO

ISHARES TR

-5.33%

Shares2.7K

Event2026-03-31

Filed2026-04-08

VTEB

VANGUARD MUN BD FDS

0.00%

Shares16.4K

Event2026-03-31

Filed2026-04-08

BAX

BAXTER INTL INC

5.88%

Shares47.7K

Event2026-03-31

Filed2026-04-08

TFC

TRUIST FINL CORP

0.00%

Shares17.0K

Event2026-03-31

Filed2026-04-08

HDV

ISHARES TR

-2.57%

Shares5.7K

Event2026-03-31

Filed2026-04-08

META

META PLATFORMS INC

-21.51%

Shares1.3K

Event2026-03-31

Filed2026-04-08

TSLA

TESLA INC

5.68%

Shares1.9K

Event2026-03-31

Filed2026-04-08

MDYG

SPDR SERIES TRUST

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-08

FVD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares14.3K

Event2026-03-31

Filed2026-04-08

CAT

CATERPILLAR INC

0.11%

Shares933

Event2026-03-31

Filed2026-04-08

SBUX

STARBUCKS CORP

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-08

CAAA

FIRST TR EXCHANGE-TRADED FD

-0.11%

Shares30.4K

Event2026-03-31

Filed2026-04-08

MORGAN STANLEY

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-08

FSMB

FIRST TR EXCH TRADED FD III

-22.20%

Shares30.6K

Event2026-03-31

Filed2026-04-08

SLYG

SPDR SERIES TRUST

-0.51%

Shares6.3K

Event2026-03-31

Filed2026-04-08

GMET

VANECK ETF TRUST

New

Shares14.4K

Event2026-03-31

Filed2026-04-08

IEMG

ISHARES INC

1.22%

Shares8.3K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

0.09%

Shares2.3K

Event2026-03-31

Filed2026-04-08

SLV

ISHARES SILVER TR

-2.07%

Shares8.3K

Event2026-03-31

Filed2026-04-08

NSC

NORFOLK SOUTHN CORP

-0.10%

Shares1.9K

Event2026-03-31

Filed2026-04-08

MCD

MCDONALDS CORP

-0.11%

Shares1.8K

Event2026-03-31

Filed2026-04-08

BMRN

BIOMARIN PHARMACEUTICAL INC

75.08%

Shares9.3K

Event2026-03-31

Filed2026-04-08

EMBJ

EMBRAER S.A.

-14.77%

Shares8.7K

Event2026-03-31

Filed2026-04-08

GDX

VANECK ETF TRUST

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-08

HSY

HERSHEY CO

0.46%

Shares2.4K

Event2026-03-31

Filed2026-04-08

ALLSPRING EXCHANGE TRADED FU

25.77%

Shares19.4K

Event2026-03-31

Filed2026-04-08

GDXJ

VANECK ETF TRUST

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-08

CRWD

CROWDSTRIKE HLDGS INC

4.40%

Shares1.2K

Event2026-03-31

Filed2026-04-08

PEP

PEPSICO INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-08

IJT

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-08

BAC

BANK AMERICA CORP

0.19%

Shares9.0K

Event2026-03-31

Filed2026-04-08

DWM

WISDOMTREE TR

0.24%

Shares6.3K

Event2026-03-31

Filed2026-04-08

KRANESHARES TRUST

New

Shares12.9K

Event2026-03-31

Filed2026-04-08

BOEING CO

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-08

ORCL

ORACLE CORP

-0.97%

Shares2.7K

Event2026-03-31

Filed2026-04-08

ARISTA NETWORKS INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-08

RTX

RTX CORPORATION

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-08

WTFC

WINTRUST FINL CORP

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-08

VRSN

VERISIGN INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-08

JBBB

JANUS DETROIT STR TR

-27.33%

Shares7.9K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

-6.49%

Shares1.2K

Event2026-03-31

Filed2026-04-08

APH

AMPHENOL CORP

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-08

NULV

NUSHARES ETF TR

-0.48%

Shares7.7K

Event2026-03-31

Filed2026-04-08

SPYM

SPDR SERIES TRUST

-1.23%

Shares4.5K

Event2026-03-31

Filed2026-04-08

MDYV

SPDR SERIES TRUST

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-08

DIS

DISNEY WALT CO

-22.54%

Shares3.4K

Event2026-03-31

Filed2026-04-08

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-08

GRAYSCALE XRP TR ETF

New

Shares11.9K

Event2026-03-31

Filed2026-04-08

CAH

CARDINAL HEALTH INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-08

AON PLC

0.00%

Shares909

Event2026-03-31

Filed2026-04-08

HTRB

HARTFORD FDS EXCHANGE TRADED

-8.37%

Shares8.6K

Event2026-03-31

Filed2026-04-08

NULG

NUSHARES ETF TR

1.70%

Shares3.2K

Event2026-03-31

Filed2026-04-08

TSLX

SIXTH STREET SPECIALTY LENDI

0.00%

Shares15.4K

Event2026-03-31

Filed2026-04-08

HOME DEPOT INC

-10.58%

Shares862

Event2026-03-31

Filed2026-04-08

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-08

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares445

Event2026-03-31

Filed2026-04-08

VUSB

VANGUARD BD INDEX FDS

0.70%

Shares5.3K

Event2026-03-31

Filed2026-04-08

GOLDMAN SACHS GROUP INC

0.00%

Shares306

Event2026-03-31

Filed2026-04-08

GWW

WW GRAINGER INC

0.00%

Shares236

Event2026-03-31

Filed2026-04-08

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-08

WEC ENERGY GROUP INC

0.14%

Shares2.2K

Event2026-03-31

Filed2026-04-08

TPG

TPG INC

New

Shares6.1K

Event2026-03-31

Filed2026-04-08

SPDW

SPDR INDEX SHS FDS

-26.87%

Shares5.4K

Event2026-03-31

Filed2026-04-08

HUBS

HUBSPOT INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-08

IWF

ISHARES TR

-8.14%

Shares564

Event2026-03-31

Filed2026-04-08

UCON

FIRST TR EXCHNG TRADED FD VI

-45.08%

Shares9.6K

Event2026-03-31

Filed2026-04-08

BANK NEW YORK MELLON CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-08

FBCG

FIDELITY COVINGTON TRUST

-17.89%

Shares4.7K

Event2026-03-31

Filed2026-04-08

TORONTO DOMINION BK ONT

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-08

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares787

Event2026-03-31

Filed2026-04-08

AMGN

AMGEN INC

0.00%

Shares650

Event2026-03-31

Filed2026-04-08

NUDM

NUSHARES ETF TR

-0.17%

Shares6.3K

Event2026-03-31

Filed2026-04-08

IJR

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-08

VFH

VANGUARD WORLD FD

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-08

PHAT

PHATHOM PHARMACEUTICALS INC

0.50%

Shares19.9K

Event2026-03-31

Filed2026-04-08

VXF

VANGUARD INDEX FDS

-18.62%

Shares1.1K

Event2026-03-31

Filed2026-04-08

CRM

SALESFORCE INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

New

Shares1.1K

Event2026-03-31

Filed2026-04-08

IBM

INTERNATIONAL BUSINESS MACHS

-1.97%

Shares896

Event2026-03-31

Filed2026-04-08

NOW

SERVICENOW INC

New

Shares2.1K

Event2026-03-31

Filed2026-04-08

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-08

IWD

ISHARES TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-08

COKE

COCA COLA CONS INC

New

Shares1.1K

Event2026-03-31

Filed2026-04-08

PSX

PHILLIPS 66

New

Shares1.1K

Event2026-03-31

Filed2026-04-08

IYJ

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-08

EQT CORP

New

Shares3.2K

Event2026-03-31

Filed2026-04-08

TIDAL TRUST II

New

Shares7.9K

Event2026-03-31

Filed2026-04-08

COCA COLA CO

New

Shares2.6K

Event2026-03-31

Filed2026-04-08

ZOOM COMMUNICATIONS INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-08

QDEL

QUIDELORTHO CORP

0.00%

Shares11.5K

Event2026-03-31

Filed2026-04-08

ICLN

ISHARES TR

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-08

PDSB

PDS BIOTECHNOLOGY CORP

0.83%

Shares182.0K

Event2026-03-31

Filed2026-04-08

ADMA

ADMA BIOLOGICS INC

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-08

WTI

W & T OFFSHORE INC

New

Shares23.4K

Event2026-03-31

Filed2026-04-08

KOS

KOSMOS ENERGY LTD

New

Shares27.8K

Event2026-03-31

Filed2026-04-08

ALDX

ALDEYRA THERAPEUTICS INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-08

TRINITY BIOTECH INVT LTD

0.00%

Shares25.0K

Event2026-03-31

Filed2026-04-08

Call Option Holdings

BAX Call CallBAXTER INTL INC22.0K sharesnew addition2026-03-312026-04-08

BMRN Call CallBIOMARIN PHARMACEUTICAL INC1.0K sharesnew addition2026-03-312026-04-08

WDAY Call CallWORKDAY INC200 sharesnew addition2026-03-312026-04-08

BAX Call

BAXTER INTL INC

New

Shares22.0K

Event2026-03-31

Filed2026-04-08

BMRN Call

BIOMARIN PHARMACEUTICAL INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-08

WDAY Call

WORKDAY INC

New

Shares200

Event2026-03-31

Filed2026-04-08

Put Option Holdings

NOW Put PutSERVICENOW INC2.0K sharesnew addition2026-03-312026-04-08

NOW Put

SERVICENOW INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-08