Sponsored

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

Currently, Intellectus Partners, LLC holds 290 types of securities in its portfolio with a total value $489.9M. In the most recent quarter, they have increased their positions in MQY (+121.9K shares, valued at $1.3M), BIL (+12.0K shares, valued at $1.1M), NVDA (+6.0K shares, valued at $1.0M); decreased their positions in MU (-16.1K shares, valued at $5.5M), SLV (-25.8K shares, valued at $1.8M), JNJ (-7.1K shares, valued at $1.7M); initiated new positions in MQY (+121.9K shares, valued at $1.3M), BIL (+12.0K shares, valued at $1.1M), HTFL (+41.2K shares, valued at $1.0M).

1M P&L

+29.7M+5.90%

3M P&L

+31.3M+6.23%

HY P&L

+56.3M+11.79%

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/A104.9M

24.3%

2Semiconductors32.6M

7.5%

3Software - Infrastructure26.4M

6.1%

Top Industries by Stock Count

1N/A71 stocks

27.2%

2Software - Application14 stocks

5.4%

3Software - Infrastructure14 stocks

5.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TSLA TESLA INC67.7K shares0.45%2026-03-312026-04-10

AMZN AMAZON COM INC91.1K shares-3.34%2026-03-312026-04-10

ALPHABET INC ALPHABET INC64.2K shares-1.72%2026-03-312026-04-10

META META PLATFORMS INC24.3K shares4.64%2026-03-312026-04-10

NVDA NVIDIA CORPORATION72.8K shares8.97%2026-03-312026-04-10

MU MICRON TECHNOLOGY INC36.3K shares-30.78%2026-03-312026-04-10

KAT ADVISORS SER TR215.5K shares-3.24%2026-03-312026-04-10

FDD FIRST TR EXCHANGE-TRADED FD553.0K shares-9.33%2026-03-312026-04-10

Sponsored

CCJ CAMECO CORP82.3K shares-3.80%2026-03-312026-04-10

PLTR PALANTIR TECHNOLOGIES INC56.6K shares-0.15%2026-03-312026-04-10

MSFT MICROSOFT CORP21.0K shares8.46%2026-03-312026-04-10

ALPHABET INC ALPHABET INC25.1K shares1.01%2026-03-312026-04-10

GS GOLDMAN SACHS GROUP INC8.3K shares-2.30%2026-03-312026-04-10

KLAC KLA CORP4.4K shares-0.14%2026-03-312026-04-10

VTV VANGUARD INDEX FDS30.1K shares0.25%2026-03-312026-04-10

JPM JPMORGAN CHASE & CO19.8K shares0.86%2026-03-312026-04-10

Sponsored

DSL DOUBLELINE INCOME SOLUTIONS461.9K shares5.46%2026-03-312026-04-10

FCX FREEPORT MCMORAN INC78.8K shares7.00%2026-03-312026-04-10

AAPL APPLE INC18.2K shares9.32%2026-03-312026-04-10

DBL DOUBLELINE OPPORTUNISTIC CR281.8K shares-2.90%2026-03-312026-04-10

XLE SELECT SECTOR SPDR TR66.7K shares2.31%2026-03-312026-04-10

LMT LOCKHEED MARTIN CORP6.8K shares-4.02%2026-03-312026-04-10

ROCKET LAB CORP ROCKET LAB CORP63.5K shares-13.68%2026-03-312026-04-10

GBTC GRAYSCALE BITCOIN TRUST ETF76.5K shares0.27%2026-03-312026-04-10

Sponsored

BCX BLACKROCK RES & COMMODITIES323.2K shares-11.27%2026-03-312026-04-10

ISRG INTUITIVE SURGICAL INC8.3K shares1.99%2026-03-312026-04-10

DAL DELTA AIR LINES INC50.8K shares1.08%2026-03-312026-04-10

AVAV AEROVIRONMENT INC18.3K shares10.30%2026-03-312026-04-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T17.4K shares9.56%2026-03-312026-04-10

AMD ADVANCED MICRO DEVICES INC16.2K shares28.51%2026-03-312026-04-10

VYM VANGUARD WHITEHALL FDS21.4K shares0.00%2026-03-312026-04-10

ARCC ARES CAPITAL CORP172.0K shares14.35%2026-03-312026-04-10

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.2K shares-4.79%2026-03-312026-04-10

V VISA INC9.8K shares4.99%2026-03-312026-04-10

SHOP SHOPIFY INC24.8K shares7.86%2026-03-312026-04-10

ACHR ARCHER AVIATION INC539.3K shares5.61%2026-03-312026-04-10

NFLX NETFLIX INC.28.8K shares49.95%2026-03-312026-04-10

SNOW SNOWFLAKE INC18.2K shares0.00%2026-03-312026-04-10

BABA ALIBABA GROUP HLDG LTD21.4K shares-4.78%2026-03-312026-04-10

ZTS ZOETIS INC22.6K shares6.32%2026-03-312026-04-10

Sponsored

GLD SPDR GOLD TR6.1K shares-30.69%2026-03-312026-04-10

WMT WALMART INC20.8K shares-1.91%2026-03-312026-04-10

VTI VANGUARD INDEX FDS8.1K shares12.79%2026-03-312026-04-10

BBN BLACKROCK TAX MUNICPAL BD TR156.2K shares-12.15%2026-03-312026-04-10

VO VANGUARD INDEX FDS8.8K shares0.19%2026-03-312026-04-10

QCOM QUALCOMM INC18.9K shares0.10%2026-03-312026-04-10

SOXX ISHARES TR7.4K shares-5.14%2026-03-312026-04-10

DB DEUTSCHE BK AG81.2K shares0.00%2026-03-312026-04-10

Sponsored

VBR VANGUARD INDEX FDS10.9K shares59.08%2026-03-312026-04-10

NEM NEWMONT CORP21.9K shares-10.80%2026-03-312026-04-10

BROADCOM INC BROADCOM INC7.6K shares2.60%2026-03-312026-04-10

ABBV ABBVIE INC10.8K shares66.57%2026-03-312026-04-10

TOTALENERGIES SE TOTALENERGIES SE25.6K shares-2.44%2026-03-312026-04-10

PEP PEPSICO INC15.0K shares4.53%2026-03-312026-04-10

NEA NUVEEN AMT FREE QLTY MUN INC203.6K shares3.11%2026-03-312026-04-10

DIS DISNEY WALT CO23.3K shares-0.01%2026-03-312026-04-10

Sponsored

IBB ISHARES TR13.1K shares-0.37%2026-03-312026-04-10

OBDC BLUE OWL CAPITAL CORPORATION193.4K shares7.38%2026-03-312026-04-10

ET ENERGY TRANSFER L P114.4K shares0.09%2026-03-312026-04-10

NOC NORTHROP GRUMMAN CORP3.2K shares-1.92%2026-03-312026-04-10

BAC BANK AMERICA CORP44.9K shares-1.11%2026-03-312026-04-10

PANW PALO ALTO NETWORKS INC13.4K shares25.34%2026-03-312026-04-10

AXP AMERICAN EXPRESS CO7.0K shares1.34%2026-03-312026-04-10

REGN REGENERON PHARMACEUTICALS2.7K shares0.00%2026-03-312026-04-10

Sponsored

VRNS VARONIS SYS INC97.6K shares0.00%2026-03-312026-04-10

BLACKSTONE INC BLACKSTONE INC17.5K shares-1.69%2026-03-312026-04-10

VRT VERTIV HOLDINGS CO7.9K shares-4.23%2026-03-312026-04-10

ADBE ADOBE INC8.0K shares13.37%2026-03-312026-04-10

ABCL ABCELLERA BIOLOGICS INC546.1K shares4.34%2026-03-312026-04-10

CAT CATERPILLAR INC2.6K shares-0.57%2026-03-312026-04-10

VANGUARD INDEX FDS VANGUARD INDEX FDS3.1K shares33.17%2026-03-312026-04-10

UNP UNION PAC CORP7.4K shares0.46%2026-03-312026-04-10

Sponsored

XLF SELECT SECTOR SPDR TR36.3K shares4.41%2026-03-312026-04-10

XLV SELECT SECTOR SPDR TR12.0K shares22.78%2026-03-312026-04-10

ORCL ORACLE CORP11.8K shares-7.39%2026-03-312026-04-10

UBER UBER TECHNOLOGIES INC23.8K shares0.80%2026-03-312026-04-10

USMV ISHARES TR18.1K shares-0.09%2026-03-312026-04-10

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND8.3K shares30.41%2026-03-312026-04-10

IBM INTERNATIONAL BUSINESS MACHS6.6K shares114.93%2026-03-312026-04-10

LLY ELI LILLY & CO1.7K shares8.90%2026-03-312026-04-10

Sponsored

HIMS HIMS & HERS HEALTH INC76.0K shares5.34%2026-03-312026-04-10

LHX L3HARRIS TECHNOLOGIES INC4.6K shares-0.09%2026-03-312026-04-10

SPY STATE STR SPDR S&P 500 ETF T2.4K shares0.85%2026-03-312026-04-10

EOG EOG RES INC10.7K shares8.18%2026-03-312026-04-10

RTX RTX CORPORATION7.6K shares0.01%2026-03-312026-04-10

MA MASTERCARD INCORPORATED2.9K shares10.03%2026-03-312026-04-10

TREE LENDINGTREE INC32.8K shares-0.61%2026-03-312026-04-10

BIDU BAIDU INC12.5K shares-7.39%2026-03-312026-04-10

Sponsored

PG PROCTER & GAMBLE CO9.6K shares12.91%2026-03-312026-04-10

OXY OCCIDENTAL PETE CORP21.0K shares16.60%2026-03-312026-04-10

PFE PFIZER INC48.6K shares0.06%2026-03-312026-04-10

HON HONEYWELL INTL INC6.0K shares-49.77%2026-03-312026-04-10

NOW SERVICENOW INC12.9K shares86.88%2026-03-312026-04-10

MQY BLACKROCK MUNIYILD QULT FD I121.9K sharesnew addition2026-03-312026-04-10

FSK FS KKR CAP CORP123.7K shares-9.33%2026-03-312026-04-10

DKS DICKS SPORTING GOODS INC6.7K shares3.08%2026-03-312026-04-10

Sponsored

UPS UNITED PARCEL SVCS INC13.5K shares2.89%2026-03-312026-04-10

VUG VANGUARD INDEX FDS3.0K shares9.52%2026-03-312026-04-10

IGV ISHARES TR16.1K shares71.51%2026-03-312026-04-10

XBI SPDR SERIES TRUST10.1K shares-1.94%2026-03-312026-04-10

MMM 3M CO8.9K shares-0.48%2026-03-312026-04-10

GIS GENERAL MILLS INC34.4K shares20.21%2026-03-312026-04-10

HD HOME DEPOT INC3.9K shares0.03%2026-03-312026-04-10

ARISTA NETWORKS INC ARISTA NETWORKS INC10.3K shares8.95%2026-03-312026-04-10

Sponsored

ABT ABBOTT LABORATORIES12.3K shares-12.46%2026-03-312026-04-10

NU NU HLDGS LTD87.3K shares24.71%2026-03-312026-04-10

CL COLGATE PALMOLIVE CO14.7K shares5.73%2026-03-312026-04-10

CSCO CISCO SYS INC16.1K shares-1.10%2026-03-312026-04-10

CORT CORCEPT THERAPEUTICS INC31.0K shares0.00%2026-03-312026-04-10

GILD GILEAD SCIENCES INC8.9K shares-15.97%2026-03-312026-04-10

NUVB NUVATION BIO INC290.4K shares1.75%2026-03-312026-04-10

COIN COINBASE GLOBAL INC6.8K shares0.68%2026-03-312026-04-10

Sponsored

PAYX PAYCHEX INC12.9K shares35.40%2026-03-312026-04-10

ASML ASML HLDG NV890 shares-0.11%2026-03-312026-04-10

DHI D R HORTON INC8.5K shares19.89%2026-03-312026-04-10

MERCK & CO INC MERCK & CO INC9.6K shares-3.91%2026-03-312026-04-10

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN53.0K shares1.78%2026-03-312026-04-10

BKNG BOOKING HOLDINGS INC275 shares111.54%2026-03-312026-04-10

ILMN ILLUMINA INC9.3K shares-3.17%2026-03-312026-04-10

BMY BRISTOL-MYERS SQUIBB CO18.8K shares0.04%2026-03-312026-04-10

Sponsored

MELI MERCADOLIBRE INC650 shares137.23%2026-03-312026-04-10

EBAY EBAY INC.12.3K shares1.73%2026-03-312026-04-10

HUBS HUBSPOT INC4.5K shares-0.76%2026-03-312026-04-10

BIL SPDR SERIES TRUST12.0K sharesnew addition2026-03-312026-04-10

INVESCO QQQ TR INVESCO QQQ TR1.9K shares10.26%2026-03-312026-04-10

CITIGROUP INC CITIGROUP INC9.5K shares9.18%2026-03-312026-04-10

SBUX STARBUCKS CORP11.8K shares-0.81%2026-03-312026-04-10

GBIL GOLDMAN SACHS ETF TR10.5K shares-16.57%2026-03-312026-04-10

Sponsored

MCD MCDONALDS CORP3.3K shares2.28%2026-03-312026-04-10

ETHE GRAYSCALE ETHEREUM STAKING E59.9K shares0.05%2026-03-312026-04-10

EXE EXPAND ENERGY CORPORATION9.3K shares82.96%2026-03-312026-04-10

TJX TJX COS INC NEW6.3K shares0.00%2026-03-312026-04-10

HTFL HEARTFLOW INC41.2K sharesnew addition2026-03-312026-04-10

AON PLC AON PLC3.1K shares4.93%2026-03-312026-04-10

ENPH ENPHASE ENERGY INC25.7K shares1.58%2026-03-312026-04-10

MBLY MOBILEYE GLOBAL INC135.5K shares-3.93%2026-03-312026-04-10

Sponsored

DBA INVESCO DB MULTI-SECTOR COMM33.8K shares-6.29%2026-03-312026-04-10

NVO NOVO-NORDISK A S24.2K shares10.41%2026-03-312026-04-10

UNH UNITEDHEALTH GROUP INC3.4K shares-0.41%2026-03-312026-04-10

ENVX ENOVIX CORPORATION173.6K shares2.69%2026-03-312026-04-10

PYPL PAYPAL HLDGS INC19.8K shares11.83%2026-03-312026-04-10

MCK MCKESSON CORP1.0K shares-4.13%2026-03-312026-04-10

CSGP COSTAR GROUP INC21.8K shares242.76%2026-03-312026-04-10

KO COCA COLA CO11.5K sharesnew addition2026-03-312026-04-10

Sponsored

VNQ VANGUARD INDEX FDS9.7K shares0.00%2026-03-312026-04-10

FGD FIRST TR EXCHANGE-TRADED FD27.0K shares-8.11%2026-03-312026-04-10

NUE NUCOR CORP4.9K sharesnew addition2026-03-312026-04-10

IWM ISHARES TR3.3K shares-14.25%2026-03-312026-04-10

GRID FIRST TR EXCHANGE-TRADED FD5.0K shares2.07%2026-03-312026-04-10

ADP AUTOMATIC DATA PROCESSING IN4.0K sharesnew addition2026-03-312026-04-10

INTC INTEL CORP18.2K shares-4.21%2026-03-312026-04-10

ABNB AIRBNB INC6.4K shares-1.53%2026-03-312026-04-10

Sponsored

MCHI ISHARES TR14.2K shares0.00%2026-03-312026-04-10

LAM RESEARCH CORP LAM RESEARCH CORP3.7K shares78.46%2026-03-312026-04-10

MSCI MSCI INC1.5K shares-3.23%2026-03-312026-04-10

AR ANTERO RESOURCES CORP18.6K shares0.00%2026-03-312026-04-10

MO ALTRIA GROUP INC11.7K shares-1.68%2026-03-312026-04-10

VLO VALERO ENERGY CORP3.2K shares-2.01%2026-03-312026-04-10

LOW LOWES COS INC3.3K shares8.52%2026-03-312026-04-10

PCOR PROCORE TECHNOLOGIES INC13.1K shares2.75%2026-03-312026-04-10

Sponsored

SNPS SYNOPSYS INC1.9K shares-5.20%2026-03-312026-04-10

FNV FRANCO NEV CORP3.0K shares0.03%2026-03-312026-04-10

IWO ISHARES TR2.3K sharesnew addition2026-03-312026-04-10

FOUR SHIFT4 PMTS INC16.3K shares1.73%2026-03-312026-04-10

FSLR FIRST SOLAR INC3.5K shares0.00%2026-03-312026-04-10

UPST UPSTART HLDGS INC27.3K shares2.06%2026-03-312026-04-10

NTLA INTELLIA THERAPEUTICS INC54.5K shares6.55%2026-03-312026-04-10

BITB BITWISE BITCOIN ETF TR18.8K shares2.18%2026-03-312026-04-10

Sponsored

IDXX IDEXX LABS INC1.2K shares-2.71%2026-03-312026-04-10

ELV ELEVANCE HEALTH INC FORMERLY2.3K shares0.00%2026-03-312026-04-10

CSX CSX CORP16.1K shares-66.18%2026-03-312026-04-10

BLDR BUILDERS FIRSTSOURCE INC8.0K shares40.79%2026-03-312026-04-10

CART MAPLEBEAR INC17.6K shares0.00%2026-03-312026-04-10

JNJ JOHNSON & JOHNSON2.7K shares-72.65%2026-03-312026-04-10

WDAY WORKDAY INC4.9K shares42.01%2026-03-312026-04-10

EEM ISHARES TR11.0K shares11.62%2026-03-312026-04-10

Sponsored

XYZ BLOCK INC10.4K shares1.68%2026-03-312026-04-10

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET20.7K shares3.21%2026-03-312026-04-10

SRTA STRATA CRITICAL MEDICAL INC144.1K shares-2.37%2026-03-312026-04-10

QNITY ELECTRONICS INC QNITY ELECTRONICS INC5.2K shares0.00%2026-03-312026-04-10

SPYG SPDR SERIES TRUST6.0K shares0.00%2026-03-312026-04-10

CIBR FIRST TR EXCHANGE-TRADED FD9.2K shares11.39%2026-03-312026-04-10

ARM ARM HOLDINGS PLC3.6K sharesnew addition2026-03-312026-04-10

VGK VANGUARD INTL EQUITY INDEX F6.6K shares0.00%2026-03-312026-04-10

Sponsored

MDB MONGODB INC2.2K shares-19.86%2026-03-312026-04-10

RDDT REDDIT INC4.0K shares77.65%2026-03-312026-04-10

TBLA TABOOLA.COM LTD173.2K shares-3.35%2026-03-312026-04-10

MKL MARKEL GROUP INC277 shares0.36%2026-03-312026-04-10

NBIS NEBIUS GROUP N.V.5.1K shares-8.93%2026-03-312026-04-10

PAGS PAGSEGURO DIGITAL LTD52.7K shares-3.53%2026-03-312026-04-10

XLI SELECT SECTOR SPDR TR3.3K shares0.00%2026-03-312026-04-10

CRWD CROWDSTRIKE HLDGS INC1.3K shares2.13%2026-03-312026-04-10

Sponsored

TTAN SERVICETITAN INC8.2K shares23.72%2026-03-312026-04-10

GVIP GOLDMAN SACHS ETF TR3.5K shares-5.34%2026-03-312026-04-10

HSY HERSHEY CO2.5K shares-2.14%2026-03-312026-04-10

DHR DANAHER CORP DEL2.7K shares0.00%2026-03-312026-04-10

EMB ISHARES TR5.4K shares0.17%2026-03-312026-04-10

GE AEROSPACE GE AEROSPACE1.8K shares3.13%2026-03-312026-04-10

GRAB GRAB HOLDINGS LIMITED136.3K shares46.90%2026-03-312026-04-10

BN BROOKFIELD CORP12.3K shares-10.32%2026-03-312026-04-10

Sponsored

EFA ISHARES TR5.1K shares120.00%2026-03-312026-04-10

IOVA IOVANCE BIOTHERAPEUTICS INC136.4K shares3.02%2026-03-312026-04-10

FBTC FIDELITY WISE ORIGIN BITCOIN8.1K shares4.87%2026-03-312026-04-10

SLV ISHARES SILVER TR7.0K shares-78.69%2026-03-312026-04-10

PROSHARES TR PROSHARES TR12.5K sharesnew addition2026-03-312026-04-10

WFC WELLS FARGO & CO5.9K sharesnew addition2026-03-312026-04-10

OTF BLUE OWL TECHNOLOGY FIN CORP36.9K shares87.04%2026-03-312026-04-10

CME CME GROUP INC1.6K shares0.89%2026-03-312026-04-10

Sponsored

SPOT SPOTIFY TECHNOLOGY S A964 shares2.01%2026-03-312026-04-10

FPF FIRST TR INTER DURATN PFD &26.2K shares1.36%2026-03-312026-04-10

STUB STUBHUB HLDGS INC73.9K shares114.33%2026-03-312026-04-10

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC9.9K shares0.00%2026-03-312026-04-10

LULU LULULEMON ATHLETICA INC3.0K shares-3.26%2026-03-312026-04-10

CRM SALESFORCE INC2.4K shares87.38%2026-03-312026-04-10

T AT&T INC15.6K shares17.16%2026-03-312026-04-10

NVS NOVARTIS AG2.9K shares-24.88%2026-03-312026-04-10

Sponsored

GEV GE VERNOVA INC498 shares0.00%2026-03-312026-04-10

OTIS OTIS WORLDWIDE CORP5.6K shares22.10%2026-03-312026-04-10

HYS PIMCO ETF TR4.6K shares-34.39%2026-03-312026-04-10

MUC BLACKROCK MUNIHLDNGS CALI40.6K shares0.00%2026-03-312026-04-10

VDE VANGUARD WORLD FD2.4K shares-3.66%2026-03-312026-04-10

RLAY RELAY THERAPEUTICS INC42.2K shares-3.87%2026-03-312026-04-10

COST COSTCO WHOLESALE CORPORATION421 shares8.51%2026-03-312026-04-10

DBC INVESCO DB COMMDY INDX TRCK14.4K shares0.00%2026-03-312026-04-10

Sponsored

INDA ISHARES TR8.2K shares18.60%2026-03-312026-04-10

AMGN AMGEN INC1.1K shares12.90%2026-03-312026-04-10

LAB STANDARD BIOTOOLS INC404.7K shares0.00%2026-03-312026-04-10

A AGILENT TECHNOLOGIES INC3.3K shares52.89%2026-03-312026-04-10

TSN TYSON FOODS INC5.6K shares0.12%2026-03-312026-04-10

TLT ISHARES TR4.0K shares31.53%2026-03-312026-04-10

LNC LINCOLN NATL CORP IND9.8K shares0.10%2026-03-312026-04-10

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC4.5K shares-0.55%2026-03-312026-04-10

Sponsored

CB CHUBB LTD SWITZ1.0K shares7.29%2026-03-312026-04-10

ROL ROLLINS INC6.4K sharesnew addition2026-03-312026-04-10

CMPS COMPASS PATHWAYS PLC61.0K shares0.00%2026-03-312026-04-10

EPD ENTERPRISE PRODS PARTNERS L8.8K sharesnew addition2026-03-312026-04-10

FETH FIDELITY ETHEREUM FD15.6K sharesnew addition2026-03-312026-04-10

PROSHARES TR PROSHARES TR4.0K shares-27.27%2026-03-312026-04-10

IOT SAMSARA INC10.1K shares2.02%2026-03-312026-04-10

PCQ PIMCO CALIF MUN INCOME FD36.1K shares0.00%2026-03-312026-04-10

Sponsored

FDX FEDEX CORP860 shares0.00%2026-03-312026-04-10

NXPI NXP SEMICONDUCTORS N V1.5K shares0.00%2026-03-312026-04-10

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II4.1K shares0.12%2026-03-312026-04-10

NAC NUVEEN CA DIVI ADV MUN25.0K shares0.00%2026-03-312026-04-10

EMR EMERSON ELEC CO2.2K shares7.40%2026-03-312026-04-10

QQQE DIREXION SHARES ETF TRUST2.9K sharesnew addition2026-03-312026-04-10

TXG 10X GENOMICS INC13.5K shares-5.26%2026-03-312026-04-10

XOM EXXON MOBIL CORP1.7K shares0.06%2026-03-312026-04-10

Sponsored

IJH ISHARES TR4.2K shares0.00%2026-03-312026-04-10

CRSP CRISPR THERAPEUTICS AG5.8K shares0.00%2026-03-312026-04-10

MMC MARSH & MCLENNAN COS INC1.6K shares20.94%2026-03-312026-04-10

IVV ISHARES TR414 shares-10.58%2026-03-312026-04-10

ZS ZSCALER INC1.9K shares86.65%2026-03-312026-04-10

ALPS ETF TR ALPS ETF TR5.0K shares1.05%2026-03-312026-04-10

AEM AGNICO EAGLE MINES LTD1.3K shares0.00%2026-03-312026-04-10

RH RH1.8K shares0.00%2026-03-312026-04-10

Sponsored

SPYV SPDR SERIES TRUST4.5K shares0.00%2026-03-312026-04-10

FPE FIRST TR EXCH TRADED FD III14.2K shares0.00%2026-03-312026-04-10

UHAL U HAUL HOLDING COMPANY5.3K shares0.50%2026-03-312026-04-10

DASH DOORDASH INC1.6K shares0.00%2026-03-312026-04-10

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL2.8K sharesnew addition2026-03-312026-04-10

TSM TAIWAN SEMICONDUCTOR MANUFAC699 shares4.17%2026-03-312026-04-10

CNC CENTENE CORP DEL7.1K shares-19.43%2026-03-312026-04-10

DOCU DOCUSIGN INC4.9K shares1.49%2026-03-312026-04-10

Sponsored

RBC RBC BEARINGS INC425 shares-19.81%2026-03-312026-04-10

TMO THERMO FISHER SCIENTIFIC INC463 shares1.31%2026-03-312026-04-10

EDIV SPDR INDEX SHS FDS5.7K shares0.24%2026-03-312026-04-10

CWST CASELLA WASTE SYS INC2.8K shares17.33%2026-03-312026-04-10

LMAT LEMAITRE VASCULAR INC2.0K sharesnew addition2026-03-312026-04-10

PSQ PROSHARES TR6.9K shares0.00%2026-03-312026-04-10

ESE ESCO TECHNOLOGIES INC785 sharesnew addition2026-03-312026-04-10

IYF ISHARES TR1.9K shares0.00%2026-03-312026-04-10

Sponsored

SLB SLB LIMITED4.2K sharesnew addition2026-03-312026-04-10

BCPC BALCHEM CORP1.2K sharesnew addition2026-03-312026-04-10

COP CONOCOPHILLIPS1.6K sharesnew addition2026-03-312026-04-10

VWO VANGUARD INTL EQUITY INDEX F3.8K shares0.00%2026-03-312026-04-10

IEMG ISHARES INC2.9K sharesnew addition2026-03-312026-04-10

MBB ISHARES TR2.1K sharesnew addition2026-03-312026-04-10

MOS MOSAIC CO7.9K sharesnew addition2026-03-312026-04-10

LINDE PLC LINDE PLC404 sharesnew addition2026-03-312026-04-10

Sponsored

KYN KAYNE ANDERSON ENERGY INFRST13.3K shares0.00%2026-03-312026-04-10

JOBY JOBY AVIATION INC22.4K shares0.00%2026-03-312026-04-10

STNE STONECO LTD10.1K shares0.00%2026-03-312026-04-10

NOK NOKIA CORP10.0K sharesnew addition2026-03-312026-04-10

TEI TEMPLETON EMERGING MKTS INCO12.1K sharesnew addition2026-03-312026-04-10

PLUG PLUG PWR INC13.9K shares0.00%2026-03-312026-04-10

QNCX QUINCE THERAPEUTICS INC53.3K shares0.00%2026-03-312026-04-10

MOMENTUS INC MOMENTUS INC33.3K shares-4.86%2026-03-312026-04-10

Sponsored

TBLAW TABOOLA.COM LTD63.5K shares0.00%2026-03-312026-04-10

BKSY.WS BLACKSKY TECHNOLOGY INC36.0K shares0.00%2026-03-312026-04-10

TSLA

TESLA INC

0.45%

Shares67.7K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

-3.34%

Shares91.1K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

-1.72%

Shares64.2K

Event2026-03-31

Filed2026-04-10