Sponsored

The Analysis of J. Derek Lewis & Associates Inc.'s Holdings & P&L

Currently, J. Derek Lewis & Associates Inc. holds 206 types of securities in its portfolio with a total value $426.5M.

1M P&L

+575.1K+0.14%

3M P&L

+9.2M+2.22%

HY P&L

-1.4M-0.33%

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/A285.9M

70.7%

2Auto Manufacturers19.3M

4.8%

3Consumer Electronics18.9M

4.7%

Top Industries by Stock Count

1N/A68 stocks

36.6%

2Drug Manufacturers - General6 stocks

3.2%

3Aerospace & Defense6 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGBL CAPITAL GROUP CORE BALANCED1.1M shares0.00%2026-03-312026-05-01

CGDV CAPITAL GROUP DIVIDEND VALUE719.4K shares0.00%2026-03-312026-05-01

CGGR CAPITAL GROUP GROWTH ETF471.0K shares0.00%2026-03-312026-05-01

CGMU CAPITAL GRP FIXED INCM ETF T748.9K shares0.00%2026-03-312026-05-01

CGGO CAPITAL GROUP GBL GROWTH EQT584.3K shares0.00%2026-03-312026-05-01

CGDG CAPITAL GROUP DIVIDEND GROWE563.3K shares0.00%2026-03-312026-05-01

AAPL APPLE INC69.7K shares0.00%2026-03-312026-05-01

TSLA TESLA INC41.1K shares0.00%2026-03-312026-05-01

Sponsored

CGMS CAPITAL GRP FIXED INCM ETF T616.7K shares0.00%2026-03-312026-05-01

CGCP CAPITAL GRP FIXED INCM ETF T635.5K shares0.00%2026-03-312026-05-01

CGHM CAPITAL GRP FIXED INCM ETF T527.3K shares0.00%2026-03-312026-05-01

CGUS CAPITAL GROUP CORE EQUITY ET272.2K shares0.00%2026-03-312026-05-01

CGCB CAPITAL GRP FIXED INCM ETF T383.0K shares0.00%2026-03-312026-05-01

CGCV CAPITAL GROUP CONSERVATIVE E278.2K shares0.00%2026-03-312026-05-01

MSFT MICROSOFT CORP16.3K shares0.00%2026-03-312026-05-01

NVDA NVIDIA CORPORATION28.0K shares0.00%2026-03-312026-05-01

Sponsored

CGMM CAPITAL GROUP EQUITY ETF TR170.9K shares0.00%2026-03-312026-05-01

BROADCOM INC BROADCOM INC12.3K shares0.00%2026-03-312026-05-01

ABBV ABBVIE INC18.3K shares0.00%2026-03-312026-05-01

SCHA SCHWAB STRATEGIC TR144.2K shares0.00%2026-03-312026-05-01

ALPHABET INC ALPHABET INC12.8K shares0.00%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION4.6K shares0.00%2026-03-312026-05-01

CLNE CLEAN ENERGY FUELS CORP1.9M shares0.00%2026-03-312026-05-01

CGIC CAPITAL GROUP INTERNATIONAL117.2K shares0.00%2026-03-312026-05-01

Sponsored

AMZN AMAZON COM INC15.0K shares0.00%2026-03-312026-05-01

CGNG CAPITAL GROUP NEW GEOGRAPHY105.3K shares0.00%2026-03-312026-05-01

SCHG SCHWAB STRATEGIC TR98.3K shares0.00%2026-03-312026-05-01

CGXU CAPITAL GROUP INTL FOCUS EQT105.2K shares0.00%2026-03-312026-05-01

ISRG INTUITIVE SURGICAL INC5.2K shares0.00%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T4.0K shares0.00%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.4K shares0.00%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS4.2K shares0.00%2026-03-312026-05-01

Sponsored

PLTR PALANTIR TECHNOLOGIES INC12.2K shares0.00%2026-03-312026-05-01

CGIE CAPITAL GROUP INTERNATIONAL59.0K shares0.00%2026-03-312026-05-01

ABT ABBOTT LABORATORIES15.9K shares0.00%2026-03-312026-05-01

CAPITAL GRP FIXED INCM ETF T CAPITAL GRP FIXED INCM ETF T77.3K shares0.00%2026-03-312026-05-01

ALPHABET INC ALPHABET INC5.4K shares0.00%2026-03-312026-05-01

HYLN HYLIION HOLDINGS CORP861.9K shares0.00%2026-03-312026-05-01

META META PLATFORMS INC2.3K shares0.00%2026-03-312026-05-01

CRCL CIRCLE INTERNET GROUP INC18.6K shares0.00%2026-03-312026-05-01

Sponsored

DFAI DIMENSIONAL ETF TRUST38.0K shares0.00%2026-03-312026-05-01

HD HOME DEPOT INC4.2K shares0.00%2026-03-312026-05-01

SCHD SCHWAB STRATEGIC TR52.8K shares0.00%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR2.3K shares0.00%2026-03-312026-05-01

RWK INVESCO EXCH TRADED FD TR II10.5K shares0.00%2026-03-312026-05-01

BAC BANK AMERICA CORP23.6K shares0.00%2026-03-312026-05-01

WMT WALMART INC11.3K shares0.00%2026-03-312026-05-01

LLY ELI LILLY & CO1.1K shares0.00%2026-03-312026-05-01

Sponsored

WLDN WILLDAN GROUP INC11.1K shares0.00%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO3.6K shares0.00%2026-03-312026-05-01

EFV ISHARES TR15.4K shares0.00%2026-03-312026-05-01

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE40.4K shares0.00%2026-03-312026-05-01

SCHE SCHWAB STRATEGIC TR33.0K shares0.00%2026-03-312026-05-01

SCHV SCHWAB STRATEGIC TR36.3K shares0.00%2026-03-312026-05-01

VTV VANGUARD INDEX FDS5.5K shares0.00%2026-03-312026-05-01

ACWI ISHARES TR7.4K shares0.00%2026-03-312026-05-01

Sponsored

BA BOEING CO4.8K shares0.00%2026-03-312026-05-01

MSTR STRATEGY INC6.8K shares0.00%2026-03-312026-05-01

FVD FIRST TR EXCHANGE-TRADED FD21.3K shares0.00%2026-03-312026-05-01

LULU LULULEMON ATHLETICA INC4.6K shares0.00%2026-03-312026-05-01

IVV ISHARES TR1.4K shares0.00%2026-03-312026-05-01

SDVY FIRST TR EXCHANGE TRADED FD23.2K shares0.00%2026-03-312026-05-01

VOOG VANGUARD ADMIRAL FDS INC2.0K shares0.00%2026-03-312026-05-01

GEVO GEVO INC435.0K shares0.00%2026-03-312026-05-01

Sponsored

DFIV DIMENSIONAL ETF TRUST17.3K shares0.00%2026-03-312026-05-01

V VISA INC2.5K shares0.00%2026-03-312026-05-01

VBR VANGUARD INDEX FDS4.0K shares0.00%2026-03-312026-05-01

VWO VANGUARD INTL EQUITY INDEX F15.8K shares0.00%2026-03-312026-05-01

ORCL ORACLE CORP4.3K shares0.00%2026-03-312026-05-01

NFLX NETFLIX INC.8.8K shares0.00%2026-03-312026-05-01

VTEB VANGUARD MUN BD FDS15.7K shares0.00%2026-03-312026-05-01

CGGE CAPITAL GROUP GLOBAL EQUITY24.5K shares0.00%2026-03-312026-05-01

Sponsored

IBIT ISHARES BITCOIN TRUST ETF15.1K shares0.00%2026-03-312026-05-01

OPAL OPAL FUELS INC315.0K shares0.00%2026-03-312026-05-01

VTI VANGUARD INDEX FDS2.2K shares0.00%2026-03-312026-05-01

AVEM AMERICAN CENTY ETF TR9.6K shares0.00%2026-03-312026-05-01

VGT VANGUARD WORLD FD936 shares0.00%2026-03-312026-05-01

CGGG CAPITAL GROUP EQUITY ETF TR24.3K shares0.00%2026-03-312026-05-01

CVX CHEVRON CORPORATION4.6K shares0.00%2026-03-312026-05-01

LNG CHENIERE ENERGY INC3.5K shares0.00%2026-03-312026-05-01

Sponsored

VEA VANGUARD TAX-MANAGED FDS10.7K shares0.00%2026-03-312026-05-01

EIX EDISON INTL11.0K shares0.00%2026-03-312026-05-01

PRMB PRIMO BRANDS CORPORATION39.0K shares0.00%2026-03-312026-05-01

STLA STELLANTIS N.V55.6K shares0.00%2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC2.7K shares0.00%2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MANUFAC1.9K shares0.00%2026-03-312026-05-01

BTBT BIT DIGITAL INC306.0K shares0.00%2026-03-312026-05-01

FNDF SCHWAB STRATEGIC TR12.3K shares0.00%2026-03-312026-05-01

Sponsored

PLUG PLUG PWR INC271.6K shares0.00%2026-03-312026-05-01

VUG VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-05-01

CGSD CAPITAL GRP FIXED INCM ETF T19.9K shares0.00%2026-03-312026-05-01

PSLV SPROTT ASSET MANAGEMENT LP21.6K shares0.00%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC1.5K shares0.00%2026-03-312026-05-01

ADC AGREE RLTY CORP6.9K shares0.00%2026-03-312026-05-01

UPS UNITED PARCEL SVCS INC5.0K shares0.00%2026-03-312026-05-01

DE DEERE & CO1.1K shares0.00%2026-03-312026-05-01

Sponsored

FPX FIRST TR EXCHANGE-TRADED FD3.0K shares0.00%2026-03-312026-05-01

FIG FIGMA INC12.8K shares0.00%2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS1.6K shares0.00%2026-03-312026-05-01

XOM EXXON MOBIL CORP3.8K shares0.00%2026-03-312026-05-01

VT VANGUARD INTL EQUITY INDEX F3.2K shares0.00%2026-03-312026-05-01

VBK VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-05-01

CAPITAL GROUP EQUITY ETF TR CAPITAL GROUP EQUITY ETF TR16.5K shares0.00%2026-03-312026-05-01

CAT CATERPILLAR INC773 shares0.00%2026-03-312026-05-01

Sponsored

ASML ASML HLDG NV408 shares0.00%2026-03-312026-05-01

SBET SHARPLINK INC48.5K shares0.00%2026-03-312026-05-01

BMY BRISTOL-MYERS SQUIBB CO8.0K shares0.00%2026-03-312026-05-01

SMH VANECK ETF TRUST1.2K shares0.00%2026-03-312026-05-01

HON HONEYWELL INTL INC2.2K shares0.00%2026-03-312026-05-01

ROST ROSS STORES INC2.3K shares0.00%2026-03-312026-05-01

RSG REPUBLIC SVCS INC1.9K shares0.00%2026-03-312026-05-01

MA MASTERCARD INCORPORATED707 shares0.00%2026-03-312026-05-01

Sponsored

TDVG T ROWE PRICE ETF INC8.8K shares0.00%2026-03-312026-05-01

RTX RTX CORPORATION2.1K shares0.00%2026-03-312026-05-01

WMB WILLIAMS COS INC6.4K shares0.00%2026-03-312026-05-01

DIS DISNEY WALT CO3.3K shares0.00%2026-03-312026-05-01

SCHF SCHWAB STRATEGIC TR15.4K shares0.00%2026-03-312026-05-01

LQD ISHARES TR3.3K shares0.00%2026-03-312026-05-01

VUSB VANGUARD BD INDEX FDS7.1K shares0.00%2026-03-312026-05-01

WHEELS UP EXPERIENCE INC WHEELS UP EXPERIENCE INC542.0K shares0.00%2026-03-312026-05-01

Sponsored

GILD GILEAD SCIENCES INC2.8K shares0.00%2026-03-312026-05-01

SPYG SPDR SERIES TRUST3.2K shares0.00%2026-03-312026-05-01

BP BP PLC9.8K shares0.00%2026-03-312026-05-01

DRI DARDEN RESTAURANTS INC1.9K shares0.00%2026-03-312026-05-01

BOND PIMCO ETF TR3.6K shares0.00%2026-03-312026-05-01

BLSH BULLISH8.8K shares0.00%2026-03-312026-05-01

TXN TEXAS INSTRS INC1.9K shares0.00%2026-03-312026-05-01

CGSM CAPITAL GRP FIXED INCM ETF T12.4K shares0.00%2026-03-312026-05-01

Sponsored

UBER UBER TECHNOLOGIES INC4.0K shares0.00%2026-03-312026-05-01

EW EDWARDS LIFESCIENCES CORP3.8K shares0.00%2026-03-312026-05-01

AMTX AEMETIS INC231.9K shares0.00%2026-03-312026-05-01

SLMT BRERA HOLDINGS PLC167.0K shares0.00%2026-03-312026-05-01

IWV ISHARES TR804 shares0.00%2026-03-312026-05-01

SRFM SURF AIR MOBILITY INC159.0K shares0.00%2026-03-312026-05-01

CRWD CROWDSTRIKE HLDGS INC649 shares0.00%2026-03-312026-05-01

ARISTA NETWORKS INC ARISTA NETWORKS INC2.3K shares0.00%2026-03-312026-05-01

Sponsored

JNJ JOHNSON & JOHNSON1.4K shares0.00%2026-03-312026-05-01

ACHR ARCHER AVIATION INC39.0K shares0.00%2026-03-312026-05-01

MCK MCKESSON CORP353 shares0.00%2026-03-312026-05-01

DFAT DIMENSIONAL ETF TRUST4.8K shares0.00%2026-03-312026-05-01

BBD BANCO BRADESCO S A86.0K shares0.00%2026-03-312026-05-01

ALB ALBEMARLE CORP2.0K shares0.00%2026-03-312026-05-01

RACE FERRARI N V750 shares0.00%2026-03-312026-05-01

METCB RAMACO RES INC23.3K shares0.00%2026-03-312026-05-01

Sponsored

AMGN AMGEN INC823 shares0.00%2026-03-312026-05-01

SCHX SCHWAB STRATEGIC TR10.0K shares0.00%2026-03-312026-05-01

CENCORA INC CENCORA INC780 shares0.00%2026-03-312026-05-01

AFL AFLAC INC2.4K shares0.00%2026-03-312026-05-01

VEU VANGUARD INTL EQUITY INDEX F3.5K shares0.00%2026-03-312026-05-01

UPXI UPEXI INC152.0K shares0.00%2026-03-312026-05-01

HLT HILTON WORLDWIDE HLDGS INC862 shares0.00%2026-03-312026-05-01

PEP PEPSICO INC1.7K shares0.00%2026-03-312026-05-01

Sponsored

NOW SERVICENOW INC1.6K shares0.00%2026-03-312026-05-01

SYK STRYKER CORPORATION665 shares0.00%2026-03-312026-05-01

LAM RESEARCH CORP LAM RESEARCH CORP1.3K shares0.00%2026-03-312026-05-01

ACM AECOM2.4K shares0.00%2026-03-312026-05-01

PM PHILIP MORRIS INTL INC1.4K shares0.00%2026-03-312026-05-01

MELI MERCADOLIBRE INC110 shares0.00%2026-03-312026-05-01

ARKK ARK ETF TR2.9K shares0.00%2026-03-312026-05-01

RDVY FIRST TR EXCHANGE TRADED FD3.2K shares0.00%2026-03-312026-05-01

Sponsored

NEU NEWMARKET CORP320 shares0.00%2026-03-312026-05-01

FDT FIRST TR EXCH TRD ALPHDX FD2.8K shares0.00%2026-03-312026-05-01

SRE SEMPRA2.5K shares0.00%2026-03-312026-05-01

MLM MARTIN MARIETTA MATLS INC345 shares0.00%2026-03-312026-05-01

PHYS SPROTT ASSET MANAGEMENT LP6.5K shares0.00%2026-03-312026-05-01

USAS AMERICAS GOLD AND SILVER COR42.0K shares0.00%2026-03-312026-05-01

MERCK & CO INC MERCK & CO INC2.0K shares0.00%2026-03-312026-05-01

SPGI S&P GLOBAL INC409 shares0.00%2026-03-312026-05-01

Sponsored

ONON ON HLDG AG4.6K shares0.00%2026-03-312026-05-01

ADP AUTOMATIC DATA PROCESSING IN822 shares0.00%2026-03-312026-05-01

LOW LOWES COS INC856 shares0.00%2026-03-312026-05-01

URI UNITED RENTALS INC254 shares0.00%2026-03-312026-05-01

IWF ISHARES TR432 shares0.00%2026-03-312026-05-01

LMT LOCKHEED MARTIN CORP419 shares0.00%2026-03-312026-05-01

NML NEUBERGER ENGY INFRSTR & INC21.4K shares0.00%2026-03-312026-05-01

FORUM MARKETS INC FORUM MARKETS INC37.0K shares0.00%2026-03-312026-05-01

Sponsored

HAIN HAIN CELESTIAL GROUP INC166.0K shares0.00%2026-03-312026-05-01

NAKA NAKAMOTO INC475.0K shares0.00%2026-03-312026-05-01

DRAGONFLY ENERGY HOLDINGS CO DRAGONFLY ENERGY HOLDINGS CO53.0K shares0.00%2026-03-312026-05-01

LUCID GROUP INC LUCID GROUP INC14.9K shares0.00%2026-03-312026-05-01

SOL STRATEGIES INC SOL STRATEGIES INC102.0K shares0.00%2026-03-312026-05-01

LUMN LUMEN TECHNOLOGIES INC20.0K shares0.00%2026-03-312026-05-01

RR RICHTECH ROBOTICS INC47.4K shares0.00%2026-03-312026-05-01

MDV MODIV INDUSTRIAL INC10.2K shares0.00%2026-03-312026-05-01

Sponsored

NVTS NAVITAS SEMICONDUCTOR CORP20.0K shares0.00%2026-03-312026-05-01

EVEX EVE HLDG INC32.0K shares0.00%2026-03-312026-05-01

EVTL VERTICAL AEROSPACE LTD23.0K shares0.00%2026-03-312026-05-01

BLDP BALLARD PWR SYS INC NEW46.0K shares0.00%2026-03-312026-05-01

LAC LITHIUM AMERS CORP NEW22.0K shares0.00%2026-03-312026-05-01

VENU VENU HLDG CORP11.1K shares0.00%2026-03-312026-05-01

SEQUANS COMMUNICATIONS S A SEQUANS COMMUNICATIONS S A19.0K shares0.00%2026-03-312026-05-01

LYG LLOYDS BANKING GROUP PLC15.0K shares0.00%2026-03-312026-05-01

Sponsored

EVGO EVGO INC27.0K shares0.00%2026-03-312026-05-01

EU ENCORE ENERGY CORP29.0K shares0.00%2026-03-312026-05-01

CAN CANAAN INC102.5K shares0.00%2026-03-312026-05-01

ABAT AMERICAN BATTERY TECHNOLOGY21.0K shares0.00%2026-03-312026-05-01

AVR ANTERIS TECHNOLOGIES GLOBAL14.0K shares0.00%2026-03-312026-05-01

SAFX XCF GLOBAL INC234.9K shares0.00%2026-03-312026-05-01

PYXS PYXIS ONCOLOGY INC53.0K shares0.00%2026-03-312026-05-01

TDTH TRIDENT DIGITAL TECH HOLDING195.8K shares0.00%2026-03-312026-05-01

Sponsored

VIVOPOWER PLC VIVOPOWER PLC20.0K shares0.00%2026-03-312026-05-01

ABTC AMERICAN BITCOIN CORP.23.0K shares0.00%2026-03-312026-05-01

BITF BITFARMS LTD15.2K shares0.00%2026-03-312026-05-01

BLNK BLINK CHARGING CO45.0K shares0.00%2026-03-312026-05-01

NFE NEW FORTRESS ENERGY INC25.8K shares0.00%2026-03-312026-05-01

DDD 3D SYS CORP DEL15.0K shares0.00%2026-03-312026-05-01

CGBL

CAPITAL GROUP CORE BALANCED

0.00%

Shares1.1M

Event2026-03-31

Filed2026-05-01

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.00%

Shares719.4K

Event2026-03-31

Filed2026-05-01

CGGR

CAPITAL GROUP GROWTH ETF

0.00%

Shares471.0K

Event2026-03-31

Filed2026-05-01

CGMU

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares748.9K

Event2026-03-31

Filed2026-05-01

CGGO

CAPITAL GROUP GBL GROWTH EQT

0.00%

Shares584.3K

Event2026-03-31

Filed2026-05-01

CGDG

CAPITAL GROUP DIVIDEND GROWE

0.00%

Shares563.3K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

0.00%

Shares69.7K

Event2026-03-31

Filed2026-05-01

TSLA

TESLA INC

0.00%

Shares41.1K

Event2026-03-31

Filed2026-05-01

CGMS

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares616.7K

Event2026-03-31

Filed2026-05-01

CGCP

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares635.5K

Event2026-03-31

Filed2026-05-01

CGHM

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares527.3K

Event2026-03-31

Filed2026-05-01

CGUS

CAPITAL GROUP CORE EQUITY ET

0.00%

Shares272.2K

Event2026-03-31

Filed2026-05-01

CGCB

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares383.0K

Event2026-03-31

Filed2026-05-01

CGCV

CAPITAL GROUP CONSERVATIVE E

0.00%

Shares278.2K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

0.00%

Shares16.3K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

0.00%

Shares28.0K

Event2026-03-31

Filed2026-05-01

CGMM

CAPITAL GROUP EQUITY ETF TR

0.00%

Shares170.9K

Event2026-03-31

Filed2026-05-01

BROADCOM INC

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-01

ABBV

ABBVIE INC

0.00%

Shares18.3K

Event2026-03-31

Filed2026-05-01

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares144.2K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

0.00%

Shares12.8K

Event2026-03-31

Filed2026-05-01

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-01

CLNE

CLEAN ENERGY FUELS CORP

0.00%

Shares1.9M

Event2026-03-31

Filed2026-05-01

CGIC

CAPITAL GROUP INTERNATIONAL

0.00%

Shares117.2K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-01

CGNG

CAPITAL GROUP NEW GEOGRAPHY

0.00%

Shares105.3K

Event2026-03-31

Filed2026-05-01

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares98.3K

Event2026-03-31

Filed2026-05-01

CGXU

CAPITAL GROUP INTL FOCUS EQT

0.00%

Shares105.2K

Event2026-03-31

Filed2026-05-01

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-01

PLTR

PALANTIR TECHNOLOGIES INC

0.00%

Shares12.2K

Event2026-03-31

Filed2026-05-01

CGIE

CAPITAL GROUP INTERNATIONAL

0.00%

Shares59.0K

Event2026-03-31

Filed2026-05-01

ABT

ABBOTT LABORATORIES

0.00%

Shares15.9K

Event2026-03-31

Filed2026-05-01

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares77.3K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-01

HYLN

HYLIION HOLDINGS CORP

0.00%

Shares861.9K

Event2026-03-31

Filed2026-05-01