Sponsored

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

Currently, Interchange Capital Partners, LLC holds 279 types of securities in its portfolio with a total value $316.4M. In the most recent quarter, they have increased their positions in N/A (+880.6K shares, valued at $8.8M), QUAL (+7.3K shares, valued at $1.3M), EMXC (+19.1K shares, valued at $1.1M); decreased their positions in JMST (-535.0K shares, valued at $27.2M), JAAA (-341.9K shares, valued at $17.2M), NFLX (-11.9K shares, valued at $4.5M); initiated new positions in N/A (+880.6K shares, valued at $8.8M), HELO (+9.8K shares, valued at $583.5K), HEFA (+12.7K shares, valued at $462.3K).

1M P&L

+9.9M+2.92%

3M P&L

-2.2M-0.63%

HY P&L

+10.6M+3.15%

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/A136.9M

48.3%

2Consumer Electronics17.2M

6.1%

3Software - Infrastructure14.4M

5.1%

Top Industries by Stock Count

1N/A88 stocks

34.8%

2Software - Application12 stocks

4.7%

3Drug Manufacturers - General9 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC72.5K shares-14.44%2026-03-312026-04-24

IQLT ISHARES TR298.1K shares-9.37%2026-03-312026-04-24

JMST J P MORGAN EXCHANGE TRADED F219.0K shares-70.96%2026-03-312026-04-24

MSFT MICROSOFT CORP24.8K shares-25.78%2026-03-312026-04-24

STRIVE INC STRIVE INC880.6K sharesnew addition2026-03-312026-04-24

VTV VANGUARD INDEX FDS47.9K shares1.01%2026-03-312026-04-24

IEFA ISHARES TR85.4K shares-8.68%2026-03-312026-04-24

MDCX MEDICUS PHARMA LTD1.7M shares4.73%2026-03-312026-04-24

Sponsored

JPST J P MORGAN EXCHANGE TRADED F119.9K shares-27.13%2026-03-312026-04-24

IVV ISHARES TR10.7K shares-7.73%2026-03-312026-04-24

AMZN AMAZON COM INC25.9K shares-23.29%2026-03-312026-04-24

NVDA NVIDIA CORPORATION38.2K shares-39.44%2026-03-312026-04-24

IEMG ISHARES INC79.7K shares-30.65%2026-03-312026-04-24

META META PLATFORMS INC7.5K shares-18.39%2026-03-312026-04-24

QUAL ISHARES TR24.1K shares43.66%2026-03-312026-04-24

VLUE ISHARES TR38.4K shares-1.78%2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC21.8K shares-20.17%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO14.7K shares-12.60%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T6.0K shares-5.26%2026-03-312026-04-24

TSLA TESLA INC12.4K shares-12.99%2026-03-312026-04-24

ABBV ABBVIE INC15.0K shares-7.89%2026-03-312026-04-24

JEPI J P MORGAN EXCHANGE TRADED F51.5K shares-15.71%2026-03-312026-04-24

IVW ISHARES TR31.4K shares15.31%2026-03-312026-04-24

HD HOME DEPOT INC7.7K shares33.39%2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC16.4K shares-17.91%2026-03-312026-04-24

GBTC GRAYSCALE BITCOIN TRUST ETF40.5K shares22.03%2026-03-312026-04-24

ISHARES GOLD TR ISHARES GOLD TR43.5K shares-30.64%2026-03-312026-04-24

DYNF BLACKROCK ETF TRUST49.2K shares-9.67%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.5K shares-18.30%2026-03-312026-04-24

VYMI VANGUARD WHITEHALL FDS31.2K shares1.61%2026-03-312026-04-24

V VISA INC6.6K shares-12.32%2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC4.3K shares-37.71%2026-03-312026-04-24

Sponsored

IVE ISHARES TR11.5K shares-36.60%2026-03-312026-04-24

PULS PGIM ETF TR43.9K shares-6.00%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS39.8K shares-64.49%2026-03-312026-04-24

ABT ABBOTT LABORATORIES15.5K shares-13.42%2026-03-312026-04-24

EZU ISHARES INC36.3K shares14.47%2026-03-312026-04-24

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F33.8K shares0.94%2026-03-312026-04-24

EFV ISHARES TR31.3K shares-11.98%2026-03-312026-04-24

VTI VANGUARD INDEX FDS6.7K shares-0.90%2026-03-312026-04-24

Sponsored

EMXC ISHARES INC33.6K shares131.97%2026-03-312026-04-24

FBND FIDELITY MERRIMACK STR TR39.9K shares-14.78%2026-03-312026-04-24

MA MASTERCARD INCORPORATED3.2K shares-15.87%2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC7.5K shares-14.22%2026-03-312026-04-24

BROADCOM INC BROADCOM INC8.4K shares-34.05%2026-03-312026-04-24

RTX RTX CORPORATION12.1K shares-8.48%2026-03-312026-04-24

PEP PEPSICO INC11.0K shares-5.79%2026-03-312026-04-24

AMAT APPLIED MATLS INC5.6K shares-12.22%2026-03-312026-04-24

Sponsored

MPC MARATHON PETE CORP11.0K shares-6.94%2026-03-312026-04-24

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-24

SBUX STARBUCKS CORP16.3K shares3.37%2026-03-312026-04-24

JHMM JOHN HANCOCK EXCHANGE TRADED27.2K shares-24.26%2026-03-312026-04-24

MS MORGAN STANLEY12.7K shares-13.74%2026-03-312026-04-24

IJR ISHARES TR14.3K shares-5.17%2026-03-312026-04-24

AXP AMERICAN EXPRESS CO5.5K shares-6.54%2026-03-312026-04-24

DGRW WISDOMTREE TR18.4K shares5.36%2026-03-312026-04-24

Sponsored

CRWD CROWDSTRIKE HLDGS INC4.0K shares-10.04%2026-03-312026-04-24

VO VANGUARD INDEX FDS5.5K shares4.50%2026-03-312026-04-24

IYW ISHARES TR9.8K shares127.73%2026-03-312026-04-24

HCA HCA HEALTHCARE INC3.8K shares-19.02%2026-03-312026-04-24

FICO FAIR ISAAC CORP711 shares-12.44%2026-03-312026-04-24

NEE NEXTERA ENERGY INC17.7K shares6.27%2026-03-312026-04-24

CRM SALESFORCE INC4.8K shares-8.04%2026-03-312026-04-24

EQT CORP EQT CORP22.6K shares-49.68%2026-03-312026-04-24

Sponsored

SPYG SPDR SERIES TRUST14.9K shares6.58%2026-03-312026-04-24

YUM YUM BRANDS INC7.5K shares-7.52%2026-03-312026-04-24

SHOP SHOPIFY INC12.1K shares-2.40%2026-03-312026-04-24

EFG ISHARES TR11.5K shares300.00%2026-03-312026-04-24

VWO VANGUARD INTL EQUITY INDEX F24.5K shares4.56%2026-03-312026-04-24

NFLX NETFLIX INC.2.9K shares-80.42%2026-03-312026-04-24

ORCL ORACLE CORP7.7K shares-9.38%2026-03-312026-04-24

LLY ELI LILLY & CO1.3K shares-70.45%2026-03-312026-04-24

Sponsored

CVX CHEVRON CORPORATION6.1K shares-60.02%2026-03-312026-04-24

IWF ISHARES TR2.9K shares2.43%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION1.1K shares-20.25%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC10.6K shares-20.14%2026-03-312026-04-24

SCZ ISHARES TR15.6K shares12.18%2026-03-312026-04-24

XLV SELECT SECTOR SPDR TR6.8K shares17.94%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS4.0K shares-29.65%2026-03-312026-04-24

PM PHILIP MORRIS INTL INC6.1K shares-14.76%2026-03-312026-04-24

Sponsored

VUG VANGUARD INDEX FDS2.5K shares4.23%2026-03-312026-04-24

ARISTA NETWORKS INC ARISTA NETWORKS INC10.6K shares-11.50%2026-03-312026-04-24

DFIV DIMENSIONAL ETF TRUST17.1K shares-68.15%2026-03-312026-04-24

VV VANGUARD INDEX FDS3.4K shares-1.08%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON4.8K shares-22.11%2026-03-312026-04-24

IJH ISHARES TR14.6K shares-3.33%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC9.5K shares14.50%2026-03-312026-04-24

ETHE GRAYSCALE ETHEREUM STAKING E54.4K shares16.72%2026-03-312026-04-24

Sponsored

ARKB ARK 21SHARES BITCOIN ETF10.0K shares-53.92%2026-03-312026-04-24

APP APPLOVIN CORP2.8K shares10.02%2026-03-312026-04-24

PNC PNC FINL SVCS GROUP INC4.5K shares-9.64%2026-03-312026-04-24

ADBE ADOBE INC2.1K shares-10.74%2026-03-312026-04-24

JAAA JANUS DETROIT STR TR15.6K shares-95.63%2026-03-312026-04-24

WMT WALMART INC8.2K shares-40.76%2026-03-312026-04-24

FTEC FIDELITY COVINGTON TRUST4.9K shares3.04%2026-03-312026-04-24

IUSV ISHARES TR8.4K shares-1.30%2026-03-312026-04-24

Sponsored

SDY SPDR SERIES TRUST5.5K shares-2.32%2026-03-312026-04-24

PANW PALO ALTO NETWORKS INC4.4K shares-24.70%2026-03-312026-04-24

ASML ASML HLDG NV822 shares-35.53%2026-03-312026-04-24

CMCSA COMCAST CORP NEW20.5K shares-6.08%2026-03-312026-04-24

MTUM ISHARES TR3.6K shares-24.82%2026-03-312026-04-24

XLF SELECT SECTOR SPDR TR14.7K shares260.57%2026-03-312026-04-24

NOW SERVICENOW INC1.7K shares-67.73%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares84.53%2026-03-312026-04-24

Sponsored

XOM EXXON MOBIL CORP5.3K shares-67.65%2026-03-312026-04-24

AXON AXON ENTERPRISE INC1.5K shares-10.43%2026-03-312026-04-24

VFMV VANGUARD WELLINGTON FD5.6K shares0.00%2026-03-312026-04-24

XLE SELECT SECTOR SPDR TR7.4K shares-41.28%2026-03-312026-04-24

EFA ISHARES TR8.4K shares4.16%2026-03-312026-04-24

BAC BANK AMERICA CORP16.2K shares-25.11%2026-03-312026-04-24

MAR MARRIOTT INTL INC NEW2.8K shares1.10%2026-03-312026-04-24

OEF ISHARES TR2.5K shares-60.10%2026-03-312026-04-24

Sponsored

TRV TRAVELERS COMPANIES INC2.5K shares-8.72%2026-03-312026-04-24

JSCP J P MORGAN EXCHANGE TRADED F13.6K shares-16.72%2026-03-312026-04-24

RSPN INVESCO EXCHANGE TRADED FD T12.9K shares30.51%2026-03-312026-04-24

ISRG INTUITIVE SURGICAL INC1.3K shares-21.78%2026-03-312026-04-24

TMO THERMO FISHER SCIENTIFIC INC1.2K shares11.12%2026-03-312026-04-24

FTNT FORTINET INC6.3K shares16.58%2026-03-312026-04-24

ICE INTERCONTINENTAL EXCHANGE IN3.4K shares-21.95%2026-03-312026-04-24

CSCO CISCO SYS INC9.3K shares-67.29%2026-03-312026-04-24

Sponsored

BLDR BUILDERS FIRSTSOURCE INC4.7K shares-8.04%2026-03-312026-04-24

ROK ROCKWELL AUTOMATION INC2.2K shares-7.46%2026-03-312026-04-24

HELO J P MORGAN EXCHANGE TRADED F9.8K sharesnew addition2026-03-312026-04-24

MU MICRON TECHNOLOGY INC4.6K shares8.09%2026-03-312026-04-24

PG PROCTER & GAMBLE CO3.5K shares-42.06%2026-03-312026-04-24

MGV VANGUARD WORLD FD4.5K shares62.22%2026-03-312026-04-24

SPGI S&P GLOBAL INC1.1K shares6.53%2026-03-312026-04-24

DIS DISNEY WALT CO5.7K shares-11.03%2026-03-312026-04-24

Sponsored

PGR PROGRESSIVE CORP2.0K shares-18.70%2026-03-312026-04-24

MCK MCKESSON CORP794 shares-25.93%2026-03-312026-04-24

CGMU CAPITAL GRP FIXED INCM ETF T20.2K shares-73.58%2026-03-312026-04-24

WFC WELLS FARGO & CO7.5K shares-28.68%2026-03-312026-04-24

TMUS T-MOBILE US INC2.2K shares-15.56%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE2.5K shares-37.07%2026-03-312026-04-24

KO COCA COLA CO7.4K shares-66.03%2026-03-312026-04-24

ROKU ROKU INC7.4K shares8.30%2026-03-312026-04-24

Sponsored

AMGN AMGEN INC1.6K shares-27.03%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC4.8K shares-21.95%2026-03-312026-04-24

WMB WILLIAMS COS INC8.0K shares-13.64%2026-03-312026-04-24

MELI MERCADOLIBRE INC270 shares11.11%2026-03-312026-04-24

LAM RESEARCH CORP LAM RESEARCH CORP5.5K shares-26.36%2026-03-312026-04-24

HOOD ROBINHOOD MKTS INC11.5K shares42.60%2026-03-312026-04-24

IXJ ISHARES TR5.4K shares-12.22%2026-03-312026-04-24

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET13.9K shares-43.24%2026-03-312026-04-24

Sponsored

DVY ISHARES TR3.5K shares-2.77%2026-03-312026-04-24

VGT VANGUARD WORLD FD863 shares11.21%2026-03-312026-04-24

MCD MCDONALDS CORP1.5K shares-35.72%2026-03-312026-04-24

QCOM QUALCOMM INC3.1K shares-39.80%2026-03-312026-04-24

VRT VERTIV HOLDINGS CO3.8K shares-20.28%2026-03-312026-04-24

IWM ISHARES TR2.3K shares58.62%2026-03-312026-04-24

HEFA ISHARES TR12.7K sharesnew addition2026-03-312026-04-24

CIBR FIRST TR EXCHANGE-TRADED FD7.3K shares3.22%2026-03-312026-04-24

Sponsored

HDV ISHARES TR3.8K shares18.68%2026-03-312026-04-24

TXN TEXAS INSTRS INC2.4K shares-11.70%2026-03-312026-04-24

HIG HARTFORD INSURANCE GROUP INC3.6K shares5.81%2026-03-312026-04-24

VRTX VERTEX PHARMACEUTICALS INC919 shares48.23%2026-03-312026-04-24

CAT CATERPILLAR INC1.2K shares-48.49%2026-03-312026-04-24

IUSB ISHARES TR9.5K shares53.47%2026-03-312026-04-24

INTU INTUIT720 shares-27.86%2026-03-312026-04-24

COIN COINBASE GLOBAL INC2.5K shares-9.39%2026-03-312026-04-24

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.4K shares-24.44%2026-03-312026-04-24

BLACKROCK INC BLACKROCK INC447 shares-17.07%2026-03-312026-04-24

INTC INTEL CORP18.3K shares-10.03%2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC635 shares-31.94%2026-03-312026-04-24

ITA ISHARES TR2.7K shares-55.72%2026-03-312026-04-24

CB CHUBB LTD SWITZ1.3K shares-56.21%2026-03-312026-04-24

RBLX ROBLOX CORP7.0K shares59.51%2026-03-312026-04-24

PSTG EVERPURE INC9.1K shares3.86%2026-03-312026-04-24

Sponsored

TDG TRANSDIGM GROUP INC299 shares-12.57%2026-03-312026-04-24

VB VANGUARD INDEX FDS1.8K shares12.54%2026-03-312026-04-24

EVIM MORGAN STANLEY ETF TRUST7.6K shares-79.12%2026-03-312026-04-24

EXI ISHARES TR2.7K sharesnew addition2026-03-312026-04-24

GM GENERAL MTRS CO7.8K shares-25.57%2026-03-312026-04-24

SPSM SPDR SERIES TRUST9.4K sharesnew addition2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS2.0K shares-6.66%2026-03-312026-04-24

GILD GILEAD SCIENCES INC3.1K shares-26.59%2026-03-312026-04-24

Sponsored

GEV GE VERNOVA INC759 shares-26.60%2026-03-312026-04-24

DHR DANAHER CORP DEL1.8K shares9.63%2026-03-312026-04-24

VST VISTRA CORP2.8K shares-9.71%2026-03-312026-04-24

CEG CONSTELLATION ENERGY CORP1.5K shares-30.58%2026-03-312026-04-24

BABA ALIBABA GROUP HLDG LTD2.7K shares-50.47%2026-03-312026-04-24

MO ALTRIA GROUP INC5.8K shares-34.31%2026-03-312026-04-24

NSC NORFOLK SOUTHN CORP1.5K shares-20.52%2026-03-312026-04-24

EATON CORP PLC EATON CORP PLC1.1K shares-40.33%2026-03-312026-04-24

Sponsored

PYPL PAYPAL HLDGS INC6.1K shares9.76%2026-03-312026-04-24

SHW SHERWIN WILLIAMS CO980 shares-44.97%2026-03-312026-04-24

SCHF SCHWAB STRATEGIC TR16.7K shares100.26%2026-03-312026-04-24

CDNS CADENCE DESIGN SYSTEM INC1.3K shares-36.54%2026-03-312026-04-24

PFE PFIZER INC13.0K shares-30.95%2026-03-312026-04-24

VFH VANGUARD WORLD FD2.7K shares12.14%2026-03-312026-04-24

LINDE PLC LINDE PLC686 shares-10.79%2026-03-312026-04-24

BKNG BOOKING HOLDINGS INC71 shares-26.80%2026-03-312026-04-24

Sponsored

CARR CARRIER GLOBAL CORPORATION5.1K shares-1.61%2026-03-312026-04-24

HWM HOWMET AEROSPACE INC1.7K shares-42.79%2026-03-312026-04-24

BA BOEING CO1.6K shares-15.18%2026-03-312026-04-24

SPOT SPOTIFY TECHNOLOGY S A563 shares7.85%2026-03-312026-04-24

JEPQ J P MORGAN EXCHANGE TRADED F5.9K shares-0.24%2026-03-312026-04-24

CL COLGATE PALMOLIVE CO3.3K shares-39.70%2026-03-312026-04-24

EME EMCOR GROUP INC536 shares-53.95%2026-03-312026-04-24

T AT&T INC10.6K shares-29.17%2026-03-312026-04-24

Sponsored

TEM TEMPUS AI INC6.1K shares-3.49%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR592 shares0.00%2026-03-312026-04-24

ETHA ISHARES ETHEREUM TR20.7K shares62.44%2026-03-312026-04-24

AVDE AMERICAN CENTY ETF TR3.4K sharesnew addition2026-03-312026-04-24

TJX TJX COS INC NEW2.1K shares-29.23%2026-03-312026-04-24

SPYV SPDR SERIES TRUST5.5K shares0.00%2026-03-312026-04-24

KLAC KLA CORP379 shares-9.33%2026-03-312026-04-24

DELL DELL TECHNOLOGIES INC3.0K shares-3.30%2026-03-312026-04-24

Sponsored

PHM PULTE GROUP INC2.5K shares-41.98%2026-03-312026-04-24

UNP UNION PAC CORP1.1K shares-47.73%2026-03-312026-04-24

AVB AVALONBAY CMNTYS INC1.6K shares-5.08%2026-03-312026-04-24

IYG ISHARES TR3.4K shares15.45%2026-03-312026-04-24

XYL XYLEM INC2.2K shares-24.28%2026-03-312026-04-24

LMT LOCKHEED MARTIN CORP596 shares18.49%2026-03-312026-04-24

D DOMINION ENERGY INC4.7K shares-14.97%2026-03-312026-04-24

AMP AMERIPRISE FINL INC555 shares-40.96%2026-03-312026-04-24

Sponsored

S SENTINELONE INC20.5K shares4.45%2026-03-312026-04-24

XLP SELECT SECTOR SPDR TR3.2K shares-30.80%2026-03-312026-04-24

CW CURTISS WRIGHT CORP669 shares-38.62%2026-03-312026-04-24

SNY SANOFI SA4.7K sharesnew addition2026-03-312026-04-24

BTI BRITISH AMERN TOB PLC6.0K shares46.28%2026-03-312026-04-24

J JACOBS SOLUTIONS INC2.2K shares28.34%2026-03-312026-04-24

MNST MONSTER BEVERAGE CORP NEW4.1K shares-35.20%2026-03-312026-04-24

BITO PROSHARES TR14.2K sharesnew addition2026-03-312026-04-24

Sponsored

SOXX ISHARES TR1.3K shares5.23%2026-03-312026-04-24

MET METLIFE INC3.2K shares-34.34%2026-03-312026-04-24

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP868 shares-54.84%2026-03-312026-04-24

DE DEERE & CO516 shares-34.02%2026-03-312026-04-24

BK BANK NEW YORK MELLON CORP2.9K shares-32.55%2026-03-312026-04-24

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND817 shares-35.00%2026-03-312026-04-24

VGK VANGUARD INTL EQUITY INDEX F3.6K shares1.15%2026-03-312026-04-24

FDIS FIDELITY COVINGTON TRUST2.9K sharesnew addition2026-03-312026-04-24

Sponsored

MEDTRONIC PLC MEDTRONIC PLC2.8K shares-62.40%2026-03-312026-04-24

XLU SELECT SECTOR SPDR TR3.1K shares-63.97%2026-03-312026-04-24

OTIS OTIS WORLDWIDE CORP2.4K sharesnew addition2026-03-312026-04-24

VEU VANGUARD INTL EQUITY INDEX F4.0K shares14.29%2026-03-312026-04-24

ARKK ARK ETF TR5.1K shares25.47%2026-03-312026-04-24

TTD THE TRADE DESK INC5.5K sharesnew addition2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC5.1K shares-24.12%2026-03-312026-04-24

UBER UBER TECHNOLOGIES INC3.3K shares-63.33%2026-03-312026-04-24

Sponsored

NVS NOVARTIS AG2.0K shares-49.49%2026-03-312026-04-24

CRSP CRISPR THERAPEUTICS AG6.8K shares-5.41%2026-03-312026-04-24

JCI JOHNSON CONTROLS INTERNATION2.3K shares0.13%2026-03-312026-04-24

XLC SELECT SECTOR SPDR TR2.4K shares2.38%2026-03-312026-04-24

CMG CHIPOTLE MEXICAN GRILL INC4.5K shares-68.89%2026-03-312026-04-24

APH AMPHENOL CORP3.0K shares-22.36%2026-03-312026-04-24

ROL ROLLINS INC4.0K shares-15.18%2026-03-312026-04-24

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL637 shares-25.15%2026-03-312026-04-24

Sponsored

FCX FREEPORT MCMORAN INC5.4K shares-14.53%2026-03-312026-04-24

PCAR PACCAR INC2.2K shares-2.03%2026-03-312026-04-24

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC6.3K sharesnew addition2026-03-312026-04-24

PWR QUANTA SVCS INC474 shares-20.60%2026-03-312026-04-24

BSX BOSTON SCIENTIFIC CORP2.3K shares-57.74%2026-03-312026-04-24

ENB ENBRIDGE INC4.6K shares-59.52%2026-03-312026-04-24

SYF SYNCHRONY FINANCIAL3.9K shares-51.99%2026-03-312026-04-24

NTRA NATERA INC1.5K shares55.85%2026-03-312026-04-24

Sponsored

ITB ISHARES TR2.1K shares-24.96%2026-03-312026-04-24

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC3.4K shares-36.60%2026-03-312026-04-24

WM WASTE MGMT INC DEL905 shares-39.63%2026-03-312026-04-24

GWW WW GRAINGER INC206 shares-2.83%2026-03-312026-04-24

SPG SIMON PPTY GROUP INC NEW1.2K shares-29.87%2026-03-312026-04-24

ORLY OREILLY AUTOMOTIVE INC648 shares-83.09%2026-03-312026-04-24

DDOG DATADOG INC2.0K shares-44.85%2026-03-312026-04-24

LDOS LEIDOS HOLDINGS INC1.5K shares-37.30%2026-03-312026-04-24

Sponsored

PCOR PROCORE TECHNOLOGIES INC3.6K shares9.25%2026-03-312026-04-24

TER TERADYNE INC2.5K shares14.92%2026-03-312026-04-24

LOW LOWES COS INC873 shares-48.25%2026-03-312026-04-24

LULU LULULEMON ATHLETICA INC1.2K shares-27.80%2026-03-312026-04-24

XYZ BLOCK INC3.7K sharesnew addition2026-03-312026-04-24

HON HONEYWELL INTL INC948 shares-35.11%2026-03-312026-04-24

CITIGROUP INC CITIGROUP INC2.4K shares-75.85%2026-03-312026-04-24

SLV ISHARES SILVER TR6.1K shares-32.62%2026-03-312026-04-24

Sponsored

TXG 10X GENOMICS INC14.6K shares-51.17%2026-03-312026-04-24

NU NU HLDGS LTD13.3K shares-70.80%2026-03-312026-04-24

RXRX RECURSION PHARMACEUTICALS IN23.5K shares14.66%2026-03-312026-04-24

ACHR ARCHER AVIATION INC17.3K shares-1.97%2026-03-312026-04-24

NTLA INTELLIA THERAPEUTICS INC11.1K shares0.70%2026-03-312026-04-24

WIT WIPRO LTD11.6K shares-7.33%2026-03-312026-04-24

PACB PACIFIC BIOSCIENCES CALIF IN21.4K shares27.28%2026-03-312026-04-24

AAPL

APPLE INC

-14.44%

Shares72.5K

Event2026-03-31

Filed2026-04-24

IQLT

ISHARES TR

-9.37%

Shares298.1K

Event2026-03-31

Filed2026-04-24

JMST

J P MORGAN EXCHANGE TRADED F

-70.96%

Shares219.0K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

-25.78%

Shares24.8K

Event2026-03-31

Filed2026-04-24

STRIVE INC

New

Shares880.6K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

1.01%

Shares47.9K

Event2026-03-31

Filed2026-04-24

IEFA

ISHARES TR

-8.68%

Shares85.4K

Event2026-03-31

Filed2026-04-24

MDCX

MEDICUS PHARMA LTD

4.73%

Shares1.7M

Event2026-03-31

Filed2026-04-24

JPST

J P MORGAN EXCHANGE TRADED F

-27.13%

Shares119.9K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

-7.73%

Shares10.7K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-23.29%

Shares25.9K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-39.44%

Shares38.2K

Event2026-03-31

Filed2026-04-24

IEMG

ISHARES INC

-30.65%

Shares79.7K

Event2026-03-31

Filed2026-04-24

META

META PLATFORMS INC

-18.39%

Shares7.5K

Event2026-03-31

Filed2026-04-24

QUAL

ISHARES TR

43.66%

Shares24.1K

Event2026-03-31

Filed2026-04-24

VLUE

ISHARES TR

-1.78%

Shares38.4K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-20.17%

Shares21.8K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-12.60%

Shares14.7K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

-5.26%

Shares6.0K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

-12.99%

Shares12.4K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC

-7.89%

Shares15.0K

Event2026-03-31

Filed2026-04-24

JEPI

J P MORGAN EXCHANGE TRADED F

-15.71%

Shares51.5K

Event2026-03-31

Filed2026-04-24

IVW

ISHARES TR

15.31%

Shares31.4K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

33.39%

Shares7.7K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-17.91%

Shares16.4K

Event2026-03-31

Filed2026-04-24

GBTC

GRAYSCALE BITCOIN TRUST ETF

22.03%

Shares40.5K

Event2026-03-31

Filed2026-04-24

ISHARES GOLD TR

-30.64%

Shares43.5K

Event2026-03-31

Filed2026-04-24

DYNF

BLACKROCK ETF TRUST

-9.67%

Shares49.2K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

-18.30%

Shares4.5K

Event2026-03-31

Filed2026-04-24

VYMI

VANGUARD WHITEHALL FDS

1.61%

Shares31.2K

Event2026-03-31

Filed2026-04-24

VISA INC

-12.32%

Shares6.6K

Event2026-03-31

Filed2026-04-24

UNH

UNITEDHEALTH GROUP INC

-37.71%

Shares4.3K

Event2026-03-31

Filed2026-04-24

IVE

ISHARES TR

-36.60%

Shares11.5K

Event2026-03-31

Filed2026-04-24

PULS

PGIM ETF TR

-6.00%

Shares43.9K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

-64.49%

Shares39.8K

Event2026-03-31

Filed2026-04-24

ABT

ABBOTT LABORATORIES

-13.42%

Shares15.5K

Event2026-03-31

Filed2026-04-24

EZU

ISHARES INC

14.47%

Shares36.3K

Event2026-03-31

Filed2026-04-24

J P MORGAN EXCHANGE TRADED F

0.94%

Shares33.8K

Event2026-03-31

Filed2026-04-24

EFV

ISHARES TR

-11.98%

Shares31.3K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

-0.90%

Shares6.7K

Event2026-03-31

Filed2026-04-24

EMXC

ISHARES INC

131.97%

Shares33.6K

Event2026-03-31

Filed2026-04-24

FBND

FIDELITY MERRIMACK STR TR

-14.78%

Shares39.9K

Event2026-03-31

Filed2026-04-24

MASTERCARD INCORPORATED

-15.87%

Shares3.2K

Event2026-03-31

Filed2026-04-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-14.22%

Shares7.5K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

-34.05%

Shares8.4K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

-8.48%

Shares12.1K

Event2026-03-31

Filed2026-04-24

PEP

PEPSICO INC

-5.79%

Shares11.0K

Event2026-03-31

Filed2026-04-24

AMAT

APPLIED MATLS INC

-12.22%

Shares5.6K

Event2026-03-31

Filed2026-04-24

MPC

MARATHON PETE CORP

-6.94%

Shares11.0K

Event2026-03-31

Filed2026-04-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-04-24

SBUX

STARBUCKS CORP

3.37%

Shares16.3K

Event2026-03-31

Filed2026-04-24

JHMM

JOHN HANCOCK EXCHANGE TRADED

-24.26%

Shares27.2K

Event2026-03-31

Filed2026-04-24

MORGAN STANLEY

-13.74%

Shares12.7K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

-5.17%

Shares14.3K

Event2026-03-31

Filed2026-04-24

AXP

AMERICAN EXPRESS CO

-6.54%

Shares5.5K

Event2026-03-31

Filed2026-04-24

DGRW

WISDOMTREE TR

5.36%

Shares18.4K

Event2026-03-31

Filed2026-04-24

CRWD

CROWDSTRIKE HLDGS INC

-10.04%

Shares4.0K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

4.50%

Shares5.5K

Event2026-03-31

Filed2026-04-24

IYW

ISHARES TR

127.73%

Shares9.8K

Event2026-03-31

Filed2026-04-24

HCA

HCA HEALTHCARE INC

-19.02%

Shares3.8K

Event2026-03-31

Filed2026-04-24

FICO

FAIR ISAAC CORP

-12.44%

Shares711

Event2026-03-31

Filed2026-04-24

NEE

NEXTERA ENERGY INC

6.27%

Shares17.7K

Event2026-03-31

Filed2026-04-24

CRM

SALESFORCE INC

-8.04%

Shares4.8K

Event2026-03-31

Filed2026-04-24

EQT CORP

-49.68%

Shares22.6K

Event2026-03-31

Filed2026-04-24

SPYG

SPDR SERIES TRUST

6.58%

Shares14.9K

Event2026-03-31

Filed2026-04-24

YUM

YUM BRANDS INC

-7.52%

Shares7.5K

Event2026-03-31

Filed2026-04-24

SHOP

SHOPIFY INC

-2.40%

Shares12.1K

Event2026-03-31

Filed2026-04-24

EFG

ISHARES TR

300.00%

Shares11.5K

Event2026-03-31

Filed2026-04-24

VWO

VANGUARD INTL EQUITY INDEX F

4.56%

Shares24.5K

Event2026-03-31

Filed2026-04-24

NFLX

NETFLIX INC.

-80.42%

Shares2.9K

Event2026-03-31

Filed2026-04-24

ORCL

ORACLE CORP

-9.38%

Shares7.7K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

-70.45%

Shares1.3K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

-60.02%

Shares6.1K

Event2026-03-31

Filed2026-04-24

IWF

ISHARES TR

2.43%

Shares2.9K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

-20.25%

Shares1.1K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

-20.14%

Shares10.6K

Event2026-03-31

Filed2026-04-24

SCZ

ISHARES TR

12.18%

Shares15.6K

Event2026-03-31

Filed2026-04-24

XLV

SELECT SECTOR SPDR TR

17.94%

Shares6.8K

Event2026-03-31

Filed2026-04-24

IBM

INTERNATIONAL BUSINESS MACHS

-29.65%

Shares4.0K

Event2026-03-31

Filed2026-04-24

PHILIP MORRIS INTL INC

-14.76%

Shares6.1K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

4.23%

Shares2.5K

Event2026-03-31

Filed2026-04-24

ARISTA NETWORKS INC

-11.50%

Shares10.6K

Event2026-03-31

Filed2026-04-24

DFIV

DIMENSIONAL ETF TRUST

-68.15%

Shares17.1K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-1.08%

Shares3.4K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

-22.11%

Shares4.8K

Event2026-03-31

Filed2026-04-24

IJH

ISHARES TR

-3.33%

Shares14.6K

Event2026-03-31

Filed2026-04-24

PLTR

PALANTIR TECHNOLOGIES INC

14.50%

Shares9.5K

Event2026-03-31

Filed2026-04-24

ETHE

GRAYSCALE ETHEREUM STAKING E

16.72%

Shares54.4K

Event2026-03-31

Filed2026-04-24

ARKB

ARK 21SHARES BITCOIN ETF

-53.92%

Shares10.0K

Event2026-03-31

Filed2026-04-24

APP

APPLOVIN CORP

10.02%

Shares2.8K

Event2026-03-31

Filed2026-04-24

PNC

PNC FINL SVCS GROUP INC

-9.64%

Shares4.5K

Event2026-03-31

Filed2026-04-24

ADBE

ADOBE INC

-10.74%

Shares2.1K

Event2026-03-31

Filed2026-04-24

JAAA

JANUS DETROIT STR TR

-95.63%

Shares15.6K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

-40.76%

Shares8.2K

Event2026-03-31

Filed2026-04-24

FTEC

FIDELITY COVINGTON TRUST

3.04%

Shares4.9K

Event2026-03-31

Filed2026-04-24

IUSV

ISHARES TR

-1.30%

Shares8.4K

Event2026-03-31

Filed2026-04-24

SDY

SPDR SERIES TRUST

-2.32%

Shares5.5K

Event2026-03-31

Filed2026-04-24

PANW

PALO ALTO NETWORKS INC

-24.70%

Shares4.4K

Event2026-03-31

Filed2026-04-24

ASML

ASML HLDG NV

-35.53%

Shares822

Event2026-03-31

Filed2026-04-24

CMCSA

COMCAST CORP NEW

-6.08%

Shares20.5K

Event2026-03-31

Filed2026-04-24

MTUM

ISHARES TR

-24.82%

Shares3.6K

Event2026-03-31

Filed2026-04-24

XLF

SELECT SECTOR SPDR TR

260.57%

Shares14.7K

Event2026-03-31

Filed2026-04-24

NOW

SERVICENOW INC

-67.73%

Shares1.7K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

84.53%

Shares1.4K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

-67.65%

Shares5.3K

Event2026-03-31

Filed2026-04-24

AXON

AXON ENTERPRISE INC

-10.43%

Shares1.5K

Event2026-03-31

Filed2026-04-24

VFMV

VANGUARD WELLINGTON FD

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-24

XLE

SELECT SECTOR SPDR TR

-41.28%

Shares7.4K

Event2026-03-31

Filed2026-04-24

EFA

ISHARES TR

4.16%

Shares8.4K

Event2026-03-31

Filed2026-04-24

BAC

BANK AMERICA CORP

-25.11%

Shares16.2K

Event2026-03-31

Filed2026-04-24

MAR

MARRIOTT INTL INC NEW

1.10%

Shares2.8K

Event2026-03-31

Filed2026-04-24

OEF

ISHARES TR

-60.10%

Shares2.5K

Event2026-03-31

Filed2026-04-24

TRV

TRAVELERS COMPANIES INC

-8.72%

Shares2.5K

Event2026-03-31

Filed2026-04-24

JSCP

J P MORGAN EXCHANGE TRADED F

-16.72%

Shares13.6K

Event2026-03-31

Filed2026-04-24

RSPN

INVESCO EXCHANGE TRADED FD T

30.51%

Shares12.9K

Event2026-03-31

Filed2026-04-24

ISRG

INTUITIVE SURGICAL INC

-21.78%

Shares1.3K

Event2026-03-31

Filed2026-04-24

TMO

THERMO FISHER SCIENTIFIC INC

11.12%

Shares1.2K

Event2026-03-31

Filed2026-04-24

FTNT

FORTINET INC

16.58%

Shares6.3K

Event2026-03-31

Filed2026-04-24

ICE

INTERCONTINENTAL EXCHANGE IN

-21.95%

Shares3.4K

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYS INC

-67.29%

Shares9.3K

Event2026-03-31

Filed2026-04-24

BLDR

BUILDERS FIRSTSOURCE INC

-8.04%

Shares4.7K

Event2026-03-31

Filed2026-04-24

ROK

ROCKWELL AUTOMATION INC

-7.46%

Shares2.2K

Event2026-03-31

Filed2026-04-24

HELO

J P MORGAN EXCHANGE TRADED F

New

Shares9.8K

Event2026-03-31

Filed2026-04-24

MICRON TECHNOLOGY INC

8.09%

Shares4.6K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

-42.06%

Shares3.5K

Event2026-03-31

Filed2026-04-24

MGV

VANGUARD WORLD FD

62.22%

Shares4.5K

Event2026-03-31

Filed2026-04-24

SPGI

S&P GLOBAL INC

6.53%

Shares1.1K

Event2026-03-31

Filed2026-04-24

DIS

DISNEY WALT CO

-11.03%

Shares5.7K

Event2026-03-31

Filed2026-04-24

PGR

PROGRESSIVE CORP

-18.70%

Shares2.0K

Event2026-03-31

Filed2026-04-24

MCK

MCKESSON CORP

-25.93%

Shares794

Event2026-03-31

Filed2026-04-24

CGMU

CAPITAL GRP FIXED INCM ETF T

-73.58%

Shares20.2K

Event2026-03-31

Filed2026-04-24

WFC

WELLS FARGO & CO

-28.68%

Shares7.5K

Event2026-03-31

Filed2026-04-24

TMUS

T-MOBILE US INC

-15.56%

Shares2.2K

Event2026-03-31

Filed2026-04-24

GE AEROSPACE

-37.07%

Shares2.5K

Event2026-03-31

Filed2026-04-24

COCA COLA CO

-66.03%

Shares7.4K

Event2026-03-31

Filed2026-04-24

ROKU

ROKU INC

8.30%

Shares7.4K

Event2026-03-31

Filed2026-04-24

AMGN

AMGEN INC

-27.03%

Shares1.6K

Event2026-03-31

Filed2026-04-24

AMD

ADVANCED MICRO DEVICES INC

-21.95%

Shares4.8K

Event2026-03-31

Filed2026-04-24

WMB

WILLIAMS COS INC

-13.64%

Shares8.0K

Event2026-03-31

Filed2026-04-24

MELI

MERCADOLIBRE INC

11.11%

Shares270

Event2026-03-31

Filed2026-04-24

LAM RESEARCH CORP

-26.36%

Shares5.5K

Event2026-03-31

Filed2026-04-24

HOOD

ROBINHOOD MKTS INC

42.60%

Shares11.5K

Event2026-03-31

Filed2026-04-24

IXJ

ISHARES TR

-12.22%

Shares5.4K

Event2026-03-31

Filed2026-04-24

GRAYSCALE BITCOIN MINI TR ET

-43.24%

Shares13.9K

Event2026-03-31

Filed2026-04-24

DVY

ISHARES TR

-2.77%

Shares3.5K

Event2026-03-31

Filed2026-04-24

VGT

VANGUARD WORLD FD

11.21%

Shares863

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

-35.72%

Shares1.5K

Event2026-03-31

Filed2026-04-24

QCOM

QUALCOMM INC

-39.80%

Shares3.1K

Event2026-03-31

Filed2026-04-24

VRT

VERTIV HOLDINGS CO

-20.28%

Shares3.8K

Event2026-03-31

Filed2026-04-24

IWM

ISHARES TR

58.62%

Shares2.3K

Event2026-03-31

Filed2026-04-24

HEFA

ISHARES TR

New

Shares12.7K

Event2026-03-31

Filed2026-04-24

CIBR

FIRST TR EXCHANGE-TRADED FD

3.22%

Shares7.3K

Event2026-03-31

Filed2026-04-24

HDV

ISHARES TR

18.68%

Shares3.8K

Event2026-03-31

Filed2026-04-24

TXN

TEXAS INSTRS INC

-11.70%

Shares2.4K

Event2026-03-31

Filed2026-04-24

HIG

HARTFORD INSURANCE GROUP INC

5.81%

Shares3.6K

Event2026-03-31

Filed2026-04-24

VRTX

VERTEX PHARMACEUTICALS INC

48.23%

Shares919

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

-48.49%

Shares1.2K

Event2026-03-31

Filed2026-04-24

IUSB

ISHARES TR

53.47%

Shares9.5K

Event2026-03-31

Filed2026-04-24

INTU

INTUIT

-27.86%

Shares720

Event2026-03-31

Filed2026-04-24

COIN

COINBASE GLOBAL INC

-9.39%

Shares2.5K

Event2026-03-31

Filed2026-04-24

DUKE ENERGY CORP NEW

-24.44%

Shares3.4K

Event2026-03-31

Filed2026-04-24

BLACKROCK INC

-17.07%

Shares447

Event2026-03-31

Filed2026-04-24

INTC

INTEL CORP

-10.03%

Shares18.3K

Event2026-03-31

Filed2026-04-24

GOLDMAN SACHS GROUP INC

-31.94%

Shares635

Event2026-03-31

Filed2026-04-24

ITA

ISHARES TR

-55.72%

Shares2.7K

Event2026-03-31

Filed2026-04-24

CHUBB LTD SWITZ

-56.21%

Shares1.3K

Event2026-03-31

Filed2026-04-24

RBLX

ROBLOX CORP

59.51%

Shares7.0K

Event2026-03-31

Filed2026-04-24

PSTG

EVERPURE INC

3.86%

Shares9.1K

Event2026-03-31

Filed2026-04-24

TDG

TRANSDIGM GROUP INC

-12.57%

Shares299

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

12.54%

Shares1.8K

Event2026-03-31

Filed2026-04-24

EVIM

MORGAN STANLEY ETF TRUST

-79.12%

Shares7.6K

Event2026-03-31

Filed2026-04-24

EXI

ISHARES TR

New

Shares2.7K

Event2026-03-31

Filed2026-04-24

GENERAL MTRS CO

-25.57%

Shares7.8K

Event2026-03-31

Filed2026-04-24

SPSM

SPDR SERIES TRUST

New

Shares9.4K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

-6.66%

Shares2.0K

Event2026-03-31

Filed2026-04-24

GILD

GILEAD SCIENCES INC

-26.59%

Shares3.1K

Event2026-03-31

Filed2026-04-24

GEV

GE VERNOVA INC

-26.60%

Shares759

Event2026-03-31

Filed2026-04-24

DHR

DANAHER CORP DEL

9.63%

Shares1.8K

Event2026-03-31

Filed2026-04-24

VST

VISTRA CORP

-9.71%

Shares2.8K

Event2026-03-31

Filed2026-04-24

CEG

CONSTELLATION ENERGY CORP

-30.58%

Shares1.5K

Event2026-03-31

Filed2026-04-24

BABA

ALIBABA GROUP HLDG LTD

-50.47%

Shares2.7K

Event2026-03-31

Filed2026-04-24

ALTRIA GROUP INC

-34.31%

Shares5.8K

Event2026-03-31

Filed2026-04-24

NSC

NORFOLK SOUTHN CORP

-20.52%

Shares1.5K

Event2026-03-31

Filed2026-04-24

EATON CORP PLC

-40.33%

Shares1.1K

Event2026-03-31

Filed2026-04-24

PYPL

PAYPAL HLDGS INC

9.76%

Shares6.1K

Event2026-03-31

Filed2026-04-24

SHW

SHERWIN WILLIAMS CO

-44.97%

Shares980

Event2026-03-31

Filed2026-04-24

SCHF

SCHWAB STRATEGIC TR

100.26%

Shares16.7K

Event2026-03-31

Filed2026-04-24

CDNS

CADENCE DESIGN SYSTEM INC

-36.54%

Shares1.3K

Event2026-03-31

Filed2026-04-24

PFE

PFIZER INC

-30.95%

Shares13.0K

Event2026-03-31

Filed2026-04-24

VFH

VANGUARD WORLD FD

12.14%

Shares2.7K

Event2026-03-31

Filed2026-04-24

LINDE PLC

-10.79%

Shares686

Event2026-03-31

Filed2026-04-24

BKNG

BOOKING HOLDINGS INC

-26.80%

Shares71

Event2026-03-31

Filed2026-04-24

CARR

CARRIER GLOBAL CORPORATION

-1.61%

Shares5.1K

Event2026-03-31

Filed2026-04-24

HWM

HOWMET AEROSPACE INC

-42.79%

Shares1.7K

Event2026-03-31

Filed2026-04-24

BOEING CO

-15.18%

Shares1.6K

Event2026-03-31

Filed2026-04-24

SPOT

SPOTIFY TECHNOLOGY S A

7.85%

Shares563

Event2026-03-31

Filed2026-04-24

JEPQ

J P MORGAN EXCHANGE TRADED F

-0.24%

Shares5.9K

Event2026-03-31

Filed2026-04-24

COLGATE PALMOLIVE CO

-39.70%

Shares3.3K

Event2026-03-31

Filed2026-04-24

EME

EMCOR GROUP INC

-53.95%

Shares536

Event2026-03-31

Filed2026-04-24

AT&T INC

-29.17%

Shares10.6K

Event2026-03-31

Filed2026-04-24

TEM

TEMPUS AI INC

-3.49%

Shares6.1K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

0.00%

Shares592

Event2026-03-31

Filed2026-04-24

ETHA

ISHARES ETHEREUM TR

62.44%

Shares20.7K

Event2026-03-31

Filed2026-04-24

AVDE

AMERICAN CENTY ETF TR

New

Shares3.4K

Event2026-03-31

Filed2026-04-24

TJX

TJX COS INC NEW

-29.23%

Shares2.1K

Event2026-03-31

Filed2026-04-24

SPYV

SPDR SERIES TRUST

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-24

KLAC

KLA CORP

-9.33%

Shares379

Event2026-03-31

Filed2026-04-24

DELL

DELL TECHNOLOGIES INC

-3.30%

Shares3.0K

Event2026-03-31

Filed2026-04-24

PHM

PULTE GROUP INC

-41.98%

Shares2.5K

Event2026-03-31

Filed2026-04-24

UNP

UNION PAC CORP

-47.73%

Shares1.1K

Event2026-03-31

Filed2026-04-24

AVB

AVALONBAY CMNTYS INC

-5.08%

Shares1.6K

Event2026-03-31

Filed2026-04-24

IYG

ISHARES TR

15.45%

Shares3.4K

Event2026-03-31

Filed2026-04-24

XYL

XYLEM INC

-24.28%

Shares2.2K

Event2026-03-31

Filed2026-04-24

LMT

LOCKHEED MARTIN CORP

18.49%

Shares596

Event2026-03-31

Filed2026-04-24

DOMINION ENERGY INC

-14.97%

Shares4.7K

Event2026-03-31

Filed2026-04-24

AMP

AMERIPRISE FINL INC

-40.96%

Shares555

Event2026-03-31

Filed2026-04-24

SENTINELONE INC

4.45%

Shares20.5K

Event2026-03-31

Filed2026-04-24

XLP

SELECT SECTOR SPDR TR

-30.80%

Shares3.2K

Event2026-03-31

Filed2026-04-24

CURTISS WRIGHT CORP

-38.62%

Shares669

Event2026-03-31

Filed2026-04-24

SNY

SANOFI SA

New

Shares4.7K

Event2026-03-31

Filed2026-04-24

BTI

BRITISH AMERN TOB PLC

46.28%

Shares6.0K

Event2026-03-31

Filed2026-04-24

JACOBS SOLUTIONS INC

28.34%

Shares2.2K

Event2026-03-31

Filed2026-04-24

MNST

MONSTER BEVERAGE CORP NEW

-35.20%

Shares4.1K

Event2026-03-31

Filed2026-04-24

BITO

PROSHARES TR

New

Shares14.2K

Event2026-03-31

Filed2026-04-24

SOXX

ISHARES TR

5.23%

Shares1.3K

Event2026-03-31

Filed2026-04-24

MET

METLIFE INC

-34.34%

Shares3.2K

Event2026-03-31

Filed2026-04-24

GENERAL DYNAMICS CORP

-54.84%

Shares868

Event2026-03-31

Filed2026-04-24

DEERE & CO

-34.02%

Shares516

Event2026-03-31

Filed2026-04-24

BANK NEW YORK MELLON CORP

-32.55%

Shares2.9K

Event2026-03-31

Filed2026-04-24

ACCENTURE PLC IRELAND

-35.00%

Shares817

Event2026-03-31

Filed2026-04-24

VGK

VANGUARD INTL EQUITY INDEX F

1.15%

Shares3.6K

Event2026-03-31

Filed2026-04-24

FDIS

FIDELITY COVINGTON TRUST

New

Shares2.9K

Event2026-03-31

Filed2026-04-24

MEDTRONIC PLC

-62.40%

Shares2.8K

Event2026-03-31

Filed2026-04-24

XLU

SELECT SECTOR SPDR TR

-63.97%

Shares3.1K

Event2026-03-31

Filed2026-04-24

OTIS

OTIS WORLDWIDE CORP

New

Shares2.4K

Event2026-03-31

Filed2026-04-24

VEU

VANGUARD INTL EQUITY INDEX F

14.29%

Shares4.0K

Event2026-03-31

Filed2026-04-24

ARKK

ARK ETF TR

25.47%

Shares5.1K

Event2026-03-31

Filed2026-04-24

TTD

THE TRADE DESK INC

New

Shares5.5K

Event2026-03-31

Filed2026-04-24

VERIZON COMMUNICATIONS INC

-24.12%

Shares5.1K

Event2026-03-31

Filed2026-04-24

UBER

UBER TECHNOLOGIES INC

-63.33%

Shares3.3K

Event2026-03-31

Filed2026-04-24

NVS

NOVARTIS AG

-49.49%

Shares2.0K

Event2026-03-31

Filed2026-04-24

CRSP

CRISPR THERAPEUTICS AG

-5.41%

Shares6.8K

Event2026-03-31

Filed2026-04-24

JCI

JOHNSON CONTROLS INTERNATION

0.13%

Shares2.3K

Event2026-03-31

Filed2026-04-24

XLC

SELECT SECTOR SPDR TR

2.38%

Shares2.4K

Event2026-03-31

Filed2026-04-24

CMG

CHIPOTLE MEXICAN GRILL INC

-68.89%

Shares4.5K

Event2026-03-31

Filed2026-04-24

APH

AMPHENOL CORP

-22.36%

Shares3.0K

Event2026-03-31

Filed2026-04-24

ROL

ROLLINS INC

-15.18%

Shares4.0K

Event2026-03-31

Filed2026-04-24

SEAGATE TECHNOLOGY HLDNGS PL

-25.15%

Shares637

Event2026-03-31

Filed2026-04-24

FCX

FREEPORT MCMORAN INC

-14.53%

Shares5.4K

Event2026-03-31

Filed2026-04-24

PCAR

PACCAR INC

-2.03%

Shares2.2K

Event2026-03-31

Filed2026-04-24

SUPER MICRO COMPUTER INC

New

Shares6.3K

Event2026-03-31

Filed2026-04-24

PWR

QUANTA SVCS INC

-20.60%

Shares474

Event2026-03-31

Filed2026-04-24

BSX

BOSTON SCIENTIFIC CORP

-57.74%

Shares2.3K

Event2026-03-31

Filed2026-04-24

ENB

ENBRIDGE INC

-59.52%

Shares4.6K

Event2026-03-31

Filed2026-04-24

SYF

SYNCHRONY FINANCIAL

-51.99%

Shares3.9K

Event2026-03-31

Filed2026-04-24

NTRA

NATERA INC

55.85%

Shares1.5K

Event2026-03-31

Filed2026-04-24

ITB

ISHARES TR

-24.96%

Shares2.1K

Event2026-03-31

Filed2026-04-24

DUPONT DE NEMOURS INC

-36.60%

Shares3.4K

Event2026-03-31

Filed2026-04-24

WASTE MGMT INC DEL

-39.63%

Shares905

Event2026-03-31

Filed2026-04-24

GWW

WW GRAINGER INC

-2.83%

Shares206

Event2026-03-31

Filed2026-04-24

SPG

SIMON PPTY GROUP INC NEW

-29.87%

Shares1.2K

Event2026-03-31

Filed2026-04-24

ORLY

OREILLY AUTOMOTIVE INC

-83.09%

Shares648

Event2026-03-31

Filed2026-04-24

DDOG

DATADOG INC

-44.85%

Shares2.0K

Event2026-03-31

Filed2026-04-24

LDOS

LEIDOS HOLDINGS INC

-37.30%

Shares1.5K

Event2026-03-31

Filed2026-04-24

PCOR

PROCORE TECHNOLOGIES INC

9.25%

Shares3.6K

Event2026-03-31

Filed2026-04-24

TER

TERADYNE INC

14.92%

Shares2.5K

Event2026-03-31

Filed2026-04-24

LOW

LOWES COS INC

-48.25%

Shares873

Event2026-03-31

Filed2026-04-24

LULU

LULULEMON ATHLETICA INC

-27.80%

Shares1.2K

Event2026-03-31

Filed2026-04-24

XYZ

BLOCK INC

New

Shares3.7K

Event2026-03-31

Filed2026-04-24

HON

HONEYWELL INTL INC

-35.11%

Shares948

Event2026-03-31

Filed2026-04-24

CITIGROUP INC

-75.85%

Shares2.4K

Event2026-03-31

Filed2026-04-24

SLV

ISHARES SILVER TR

-32.62%

Shares6.1K

Event2026-03-31

Filed2026-04-24

TXG

10X GENOMICS INC

-51.17%

Shares14.6K

Event2026-03-31

Filed2026-04-24

NU HLDGS LTD

-70.80%

Shares13.3K

Event2026-03-31

Filed2026-04-24

RXRX

RECURSION PHARMACEUTICALS IN

14.66%

Shares23.5K

Event2026-03-31

Filed2026-04-24

ACHR

ARCHER AVIATION INC

-1.97%

Shares17.3K

Event2026-03-31

Filed2026-04-24

NTLA

INTELLIA THERAPEUTICS INC

0.70%

Shares11.1K

Event2026-03-31

Filed2026-04-24

WIT

WIPRO LTD

-7.33%

Shares11.6K

Event2026-03-31

Filed2026-04-24

PACB

PACIFIC BIOSCIENCES CALIF IN

27.28%

Shares21.4K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

INTC Call CallINTEL CORP14.9K sharesnew addition2026-03-312026-04-24

PYPL Call CallPAYPAL HLDGS INC2.7K sharesnew addition2026-03-312026-04-24

TTD Call CallTHE TRADE DESK INC1.8K sharesnew addition2026-03-312026-04-24

ALPHABET INC Call CallALPHABET INC1.2K sharesnew addition2026-03-312026-04-24

PFE Call CallPFIZER INC3.6K sharesnew addition2026-03-312026-04-24

SLV Call CallISHARES SILVER TR4.5K sharesnew addition2026-03-312026-04-24

PSTG Call CallEVERPURE INC600 sharesnew addition2026-03-312026-04-24

CMG Call CallCHIPOTLE MEXICAN GRILL INC600 sharesnew addition2026-03-312026-04-24

BABA Call CallALIBABA GROUP HLDG LTD1.5K sharesnew addition2026-03-312026-04-24

CRM Call CallSALESFORCE INC200 sharesnew addition2026-03-312026-04-24

DELL Call CallDELL TECHNOLOGIES INC300 sharesnew addition2026-03-312026-04-24

UBER Call CallUBER TECHNOLOGIES INC600 sharesnew addition2026-03-312026-04-24

AMZN Call CallAMAZON COM INC200 sharesnew addition2026-03-312026-04-24

CMCSA Call CallCOMCAST CORP NEW1.2K sharesnew addition2026-03-312026-04-24

PLTR Call CallPALANTIR TECHNOLOGIES INC200 sharesnew addition2026-03-312026-04-24

NVDA Call CallNVIDIA CORPORATION300 sharesnew addition2026-03-312026-04-24

CEG Call CallCONSTELLATION ENERGY CORP100 sharesnew addition2026-03-312026-04-24

IWM Call CallISHARES TR600 sharesnew addition2026-03-312026-04-24

ACHR Call CallARCHER AVIATION INC300 sharesnew addition2026-03-312026-04-24

RXRX Call CallRECURSION PHARMACEUTICALS IN600 sharesnew addition2026-03-312026-04-24

AMD Call CallADVANCED MICRO DEVICES INC600 sharesnew addition2026-03-312026-04-24

WFC Call CallWELLS FARGO & CO300 sharesnew addition2026-03-312026-04-24

NU Call CallNU HLDGS LTD600 sharesnew addition2026-03-312026-04-24

RBLX Call CallROBLOX CORP900 sharesnew addition2026-03-312026-04-24

FCX Call CallFREEPORT MCMORAN INC300 sharesnew addition2026-03-312026-04-24

PEP Call CallPEPSICO INC1.2K sharesnew addition2026-03-312026-04-24

INTC Call

INTEL CORP

New

Shares14.9K

Event2026-03-31

Filed2026-04-24

PYPL Call

PAYPAL HLDGS INC

New

Shares2.7K

Event2026-03-31

Filed2026-04-24

TTD Call

THE TRADE DESK INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-24

ALPHABET INC Call

ALPHABET INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-24

PFE Call

PFIZER INC

New

Shares3.6K

Event2026-03-31

Filed2026-04-24

SLV Call

ISHARES SILVER TR

New

Shares4.5K

Event2026-03-31

Filed2026-04-24

PSTG Call

EVERPURE INC

New

Shares600

Event2026-03-31

Filed2026-04-24

CMG Call

CHIPOTLE MEXICAN GRILL INC

New

Shares600

Event2026-03-31

Filed2026-04-24

BABA Call

ALIBABA GROUP HLDG LTD

New

Shares1.5K

Event2026-03-31

Filed2026-04-24

CRM Call

SALESFORCE INC

New

Shares200

Event2026-03-31

Filed2026-04-24

DELL Call

DELL TECHNOLOGIES INC

New

Shares300

Event2026-03-31

Filed2026-04-24

UBER Call

UBER TECHNOLOGIES INC

New

Shares600

Event2026-03-31

Filed2026-04-24

AMZN Call

AMAZON COM INC

New

Shares200

Event2026-03-31

Filed2026-04-24

CMCSA Call

COMCAST CORP NEW

New

Shares1.2K

Event2026-03-31

Filed2026-04-24

PLTR Call

PALANTIR TECHNOLOGIES INC

New

Shares200

Event2026-03-31

Filed2026-04-24

NVDA Call

NVIDIA CORPORATION

New

Shares300

Event2026-03-31

Filed2026-04-24

CEG Call

CONSTELLATION ENERGY CORP

New

Shares100

Event2026-03-31

Filed2026-04-24

IWM Call

ISHARES TR

New

Shares600

Event2026-03-31

Filed2026-04-24

ACHR Call

ARCHER AVIATION INC

New

Shares300

Event2026-03-31

Filed2026-04-24

RXRX Call

RECURSION PHARMACEUTICALS IN

New

Shares600

Event2026-03-31

Filed2026-04-24

AMD Call

ADVANCED MICRO DEVICES INC

New

Shares600

Event2026-03-31

Filed2026-04-24

WFC Call

WELLS FARGO & CO

New

Shares300

Event2026-03-31

Filed2026-04-24

NU Call

NU HLDGS LTD

New

Shares600

Event2026-03-31

Filed2026-04-24

RBLX Call

ROBLOX CORP

New

Shares900

Event2026-03-31

Filed2026-04-24

FCX Call

FREEPORT MCMORAN INC

New

Shares300

Event2026-03-31

Filed2026-04-24

PEP Call

PEPSICO INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-24

Put Option Holdings

PCAR Put PutPACCAR INC300 sharesnew addition2026-03-312026-04-24

SPY Put PutSTATE STR SPDR S&P 500 ETF TN/A sharesnew addition2026-03-312026-04-24

PYPL Put PutPAYPAL HLDGS INC600 sharesnew addition2026-03-312026-04-24

XLE Put PutSELECT SECTOR SPDR TR600 sharesnew addition2026-03-312026-04-24

PCAR Put

PACCAR INC

New

Shares300

Event2026-03-31

Filed2026-04-24

SPY Put

STATE STR SPDR S&P 500 ETF T

New

SharesN/A

Event2026-03-31

Filed2026-04-24

PYPL Put

PAYPAL HLDGS INC

New

Shares600

Event2026-03-31

Filed2026-04-24

XLE Put

SELECT SECTOR SPDR TR

New

Shares600

Event2026-03-31

Filed2026-04-24