The Analysis of Keebeck Wealth Management's Holdings & P&L


Currently, Keebeck Wealth Management holds 426 types of securities in its portfolio with a total value $889.0M. In the most recent quarter, they have increased their positions in GCOR (+308.2K shares, valued at $12.7M), MUB (+62.6K shares, valued at $6.6M), MBB (+56.7K shares, valued at $5.4M); decreased their positions in OEF (-20.3K shares, valued at $6.5M), COIN (-18.4K shares, valued at $3.2M), GBIL (-31.8K shares, valued at $3.2M); initiated new positions in LMUB (+72.8K shares, valued at $3.6M), GSID (+46.2K shares, valued at $3.2M), IDEF (+80.4K shares, valued at $2.6M).


1M P&L
+12.2M+1.24%
3M P&L
-128.2M-11.39%
HY P&L
-138.1M-12.16%

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/A525.2M
63.1%
2Semiconductors35.4M
4.3%
3Consumer Electronics21.4M
2.6%

Top Industries by Stock Count

1N/A143 stocks
36.3%
2Software - Application12 stocks
3.0%
3Semiconductors12 stocks
3.0%
Stock Holdings
IVV
ISHARES TR
1.68%
Shares80.8K
Event2026-03-31
Filed2026-05-14
GSUS
GOLDMAN SACHS ETF TR
-3.78%
Shares287.9K
Event2026-03-31
Filed2026-05-14
VGT
VANGUARD WORLD FD
-5.41%
Shares36.8K
Event2026-03-31
Filed2026-05-14
NVDA
NVIDIA CORPORATION
15.50%
Shares123.0K
Event2026-03-31
Filed2026-05-14
AAPL
APPLE INC
9.61%
Shares84.3K
Event2026-03-31
Filed2026-05-14
GCOR
GOLDMAN SACHS ETF TR
170.68%
Shares488.8K
Event2026-03-31
Filed2026-05-14
QUAL
ISHARES TR
-0.57%
Shares90.5K
Event2026-03-31
Filed2026-05-14
MSFT
MICROSOFT CORP
5.14%
Shares46.8K
Event2026-03-31
Filed2026-05-14
EFV
ISHARES TR
-2.38%
Shares233.0K
Event2026-03-31
Filed2026-05-14
MUB
ISHARES TR
84.35%
Shares136.9K
Event2026-03-31
Filed2026-05-14
GBIL
GOLDMAN SACHS ETF TR
-18.22%
Shares142.8K
Event2026-03-31
Filed2026-05-14
OEF
ISHARES TR
-32.39%
Shares42.5K
Event2026-03-31
Filed2026-05-14
IVW
ISHARES TR
-1.40%
Shares113.1K
Event2026-03-31
Filed2026-05-14
IEMG
ISHARES INC
-4.63%
Shares168.5K
Event2026-03-31
Filed2026-05-14
USFR
WISDOMTREE TR
29.01%
Shares212.0K
Event2026-03-31
Filed2026-05-14
IVE
ISHARES TR
-7.15%
Shares49.6K
Event2026-03-31
Filed2026-05-14
GSIE
GOLDMAN SACHS ETF TR
0.91%
Shares242.3K
Event2026-03-31
Filed2026-05-14
ESGU
ISHARES TR
-2.00%
Shares73.2K
Event2026-03-31
Filed2026-05-14
EFG
ISHARES TR
50.23%
Shares91.1K
Event2026-03-31
Filed2026-05-14
BROADCOM INC
BROADCOM INC
4.26%
Shares31.3K
Event2026-03-31
Filed2026-05-14
AMZN
AMAZON COM INC
24.76%
Shares46.4K
Event2026-03-31
Filed2026-05-14
VTEB
VANGUARD MUN BD FDS
-6.39%
Shares189.5K
Event2026-03-31
Filed2026-05-14
DYNF
BLACKROCK ETF TRUST
-16.00%
Shares151.0K
Event2026-03-31
Filed2026-05-14
GSLC
GOLDMAN SACHS ETF TR
8.96%
Shares68.6K
Event2026-03-31
Filed2026-05-14
TFI
SPDR SERIES TRUST
124.16%
Shares168.7K
Event2026-03-31
Filed2026-05-14
XLV
SELECT SECTOR SPDR TR
-2.87%
Shares48.7K
Event2026-03-31
Filed2026-05-14
IYW
ISHARES TR
-7.77%
Shares39.1K
Event2026-03-31
Filed2026-05-14
KLAC
KLA CORP
-27.98%
Shares4.8K
Event2026-03-31
Filed2026-05-14
IUSB
ISHARES TR
257.30%
Shares152.3K
Event2026-03-31
Filed2026-05-14
MBB
ISHARES TR
340.60%
Shares73.3K
Event2026-03-31
Filed2026-05-14
RTX
RTX CORPORATION
-3.47%
Shares34.3K
Event2026-03-31
Filed2026-05-14
ALPHABET INC
ALPHABET INC
25.87%
Shares21.4K
Event2026-03-31
Filed2026-05-14
DFAE
DIMENSIONAL ETF TRUST
168.27%
Shares181.2K
Event2026-03-31
Filed2026-05-14
ET
ENERGY TRANSFER L P
-0.75%
Shares315.3K
Event2026-03-31
Filed2026-05-14
LLY
ELI LILLY & CO
3.95%
Shares6.6K
Event2026-03-31
Filed2026-05-14
IVLU
ISHARES TR
-0.00%
Shares145.2K
Event2026-03-31
Filed2026-05-14
APH
AMPHENOL CORP
-15.48%
Shares43.1K
Event2026-03-31
Filed2026-05-14
XLY
SELECT SECTOR SPDR TR
-15.34%
Shares48.4K
Event2026-03-31
Filed2026-05-14
ALPHABET INC
ALPHABET INC
59.39%
Shares17.8K
Event2026-03-31
Filed2026-05-14
META
META PLATFORMS INC
24.43%
Shares8.7K
Event2026-03-31
Filed2026-05-14
BCAT
BLACKROCK CAP ALLOCATION TER
-2.23%
Shares352.0K
Event2026-03-31
Filed2026-05-14
LOW
LOWES COS INC
-14.49%
Shares21.0K
Event2026-03-31
Filed2026-05-14
BAI
BLACKROCK ETF TRUST
17.01%
Shares150.6K
Event2026-03-31
Filed2026-05-14
GIGB
GOLDMAN SACHS ETF TR
152.71%
Shares107.0K
Event2026-03-31
Filed2026-05-14
MTUM
ISHARES TR
14.62%
Shares20.0K
Event2026-03-31
Filed2026-05-14
DVY
ISHARES TR
-14.55%
Shares31.2K
Event2026-03-31
Filed2026-05-14
ISHARES GOLD TR
ISHARES GOLD TR
20.36%
Shares52.4K
Event2026-03-31
Filed2026-05-14
SPY
STATE STR SPDR S&P 500 ETF T
4.98%
Shares7.0K
Event2026-03-31
Filed2026-05-14
ABBV
ABBVIE INC
-13.89%
Shares20.6K
Event2026-03-31
Filed2026-05-14
EATON CORP PLC
EATON CORP PLC
-18.62%
Shares12.0K
Event2026-03-31
Filed2026-05-14
WM
WASTE MGMT INC DEL
1.96%
Shares18.6K
Event2026-03-31
Filed2026-05-14
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-8.77%
Shares7.1K
Event2026-03-31
Filed2026-05-14
V
VISA INC
2.57%
Shares14.0K
Event2026-03-31
Filed2026-05-14
VIS
VANGUARD WORLD FD
-25.29%
Shares13.2K
Event2026-03-31
Filed2026-05-14
ADI
ANALOG DEVICES INC
-9.42%
Shares12.9K
Event2026-03-31
Filed2026-05-14
TXN
TEXAS INSTRS INC
-24.93%
Shares20.9K
Event2026-03-31
Filed2026-05-14
THRO
BLACKROCK ETF TRUST
2.40%
Shares107.5K
Event2026-03-31
Filed2026-05-14
TSLA
TESLA INC
63.80%
Shares10.2K
Event2026-03-31
Filed2026-05-14
MERCK & CO INC
MERCK & CO INC
17.80%
Shares31.1K
Event2026-03-31
Filed2026-05-14
GEM
GOLDMAN SACHS ETF TR
-6.42%
Shares87.1K
Event2026-03-31
Filed2026-05-14
GLD
SPDR GOLD TR
12.96%
Shares8.7K
Event2026-03-31
Filed2026-05-14
EMR
EMERSON ELEC CO
-18.49%
Shares28.0K
Event2026-03-31
Filed2026-05-14
LMUB
ISHARES TR
New
Shares72.8K
Event2026-03-31
Filed2026-05-14
ICE
INTERCONTINENTAL EXCHANGE IN
-18.35%
Shares22.9K
Event2026-03-31
Filed2026-05-14
WMT
WALMART INC
6.00%
Shares28.3K
Event2026-03-31
Filed2026-05-14
MA
MASTERCARD INCORPORATED
-9.60%
Shares7.1K
Event2026-03-31
Filed2026-05-14
TLH
ISHARES TR
-7.89%
Shares33.6K
Event2026-03-31
Filed2026-05-14
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
-27.50%
Shares28.9K
Event2026-03-31
Filed2026-05-14
IEV
ISHARES TR
-9.11%
Shares48.8K
Event2026-03-31
Filed2026-05-14
SYK
STRYKER CORPORATION
-11.78%
Shares10.0K
Event2026-03-31
Filed2026-05-14
GOVT
ISHARES TR
1306.35%
Shares141.2K
Event2026-03-31
Filed2026-05-14
GSID
GOLDMAN SACHS ETF TR
New
Shares46.2K
Event2026-03-31
Filed2026-05-14
EMGF
ISHARES INC
2.64%
Shares53.0K
Event2026-03-31
Filed2026-05-14
GGUS
GOLDMAN SACHS ETF TR
15.22%
Shares55.2K
Event2026-03-31
Filed2026-05-14
VUG
VANGUARD INDEX FDS
-10.75%
Shares7.3K
Event2026-03-31
Filed2026-05-14
COST
COSTCO WHOLESALE CORPORATION
12.37%
Shares3.1K
Event2026-03-31
Filed2026-05-14
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
13.99%
Shares6.4K
Event2026-03-31
Filed2026-05-14
NTRA
NATERA INC
-0.05%
Shares14.9K
Event2026-03-31
Filed2026-05-14
INVESCO QQQ TR
INVESCO QQQ TR
-24.42%
Shares5.1K
Event2026-03-31
Filed2026-05-14
NFLX
NETFLIX INC.
18.22%
Shares30.7K
Event2026-03-31
Filed2026-05-14
STT
STATE STR CORP
29.06%
Shares23.0K
Event2026-03-31
Filed2026-05-14
WMB
WILLIAMS COS INC
18.23%
Shares39.4K
Event2026-03-31
Filed2026-05-14
IJR
ISHARES TR
-15.49%
Shares23.0K
Event2026-03-31
Filed2026-05-14
WFC
WELLS FARGO & CO
-18.70%
Shares35.1K
Event2026-03-31
Filed2026-05-14
GDX
VANECK ETF TRUST
0.00%
Shares30.0K
Event2026-03-31
Filed2026-05-14
USFD
US FOODS HLDG CORP
-4.59%
Shares29.8K
Event2026-03-31
Filed2026-05-14
IBIT
ISHARES BITCOIN TRUST ETF
-4.66%
Shares70.7K
Event2026-03-31
Filed2026-05-14
NDAQ
NASDAQ INC
-25.02%
Shares31.3K
Event2026-03-31
Filed2026-05-14
IDEF
BLACKROCK ETF TRUST
New
Shares80.4K
Event2026-03-31
Filed2026-05-14
FCX
FREEPORT MCMORAN INC
-7.99%
Shares44.6K
Event2026-03-31
Filed2026-05-14
BLCR
BLACKROCK ETF TRUST
New
Shares63.5K
Event2026-03-31
Filed2026-05-14
ISRG
INTUITIVE SURGICAL INC
-11.74%
Shares5.6K
Event2026-03-31
Filed2026-05-14
PEP
PEPSICO INC
713.28%
Shares16.5K
Event2026-03-31
Filed2026-05-14
XLI
SELECT SECTOR SPDR TR
-28.44%
Shares15.7K
Event2026-03-31
Filed2026-05-14
IWM
ISHARES TR
-29.67%
Shares10.2K
Event2026-03-31
Filed2026-05-14
JPM
JPMORGAN CHASE & CO
38.73%
Shares8.4K
Event2026-03-31
Filed2026-05-14
MSI
MOTOROLA SOLUTIONS INC
New
Shares5.6K
Event2026-03-31
Filed2026-05-14
XOM
EXXON MOBIL CORP
100.37%
Shares13.9K
Event2026-03-31
Filed2026-05-14
VDC
VANGUARD WORLD FD
-9.40%
Shares10.3K
Event2026-03-31
Filed2026-05-14
J
JACOBS SOLUTIONS INC
-45.05%
Shares18.1K
Event2026-03-31
Filed2026-05-14
VTV
VANGUARD INDEX FDS
-23.72%
Shares11.7K
Event2026-03-31
Filed2026-05-14
EMXC
ISHARES INC
-4.71%
Shares29.1K
Event2026-03-31
Filed2026-05-14
FPEI
FIRST TR EXCH TRADED FD III
7.00%
Shares117.4K
Event2026-03-31
Filed2026-05-14
JNJ
JOHNSON & JOHNSON
30.06%
Shares8.8K
Event2026-03-31
Filed2026-05-14
MCO
MOODYS CORP
-14.74%
Shares4.9K
Event2026-03-31
Filed2026-05-14
GTIP
GOLDMAN SACHS ETF TR
144.61%
Shares43.0K
Event2026-03-31
Filed2026-05-14
EMLC
VANECK ETF TRUST
0.00%
Shares81.7K
Event2026-03-31
Filed2026-05-14
PG
PROCTER & GAMBLE CO
5.14%
Shares14.2K
Event2026-03-31
Filed2026-05-14
HIMU
BLACKROCK ETF TRUST II
-18.82%
Shares41.7K
Event2026-03-31
Filed2026-05-14
VHT
VANGUARD WORLD FD
-19.27%
Shares7.3K
Event2026-03-31
Filed2026-05-14
GSSC
GOLDMAN SACHS ETF TR
2.40%
Shares26.8K
Event2026-03-31
Filed2026-05-14
RSG
REPUBLIC SVCS INC
-13.45%
Shares9.0K
Event2026-03-31
Filed2026-05-14
USMV
ISHARES TR
-8.44%
Shares20.9K
Event2026-03-31
Filed2026-05-14
IWB
ISHARES TR
2.79%
Shares5.3K
Event2026-03-31
Filed2026-05-14
SBUX
STARBUCKS CORP
261.03%
Shares20.4K
Event2026-03-31
Filed2026-05-14
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
-57.35%
Shares8.7K
Event2026-03-31
Filed2026-05-14
SHYM
BLACKROCK ETF TRUST II
-1.46%
Shares79.5K
Event2026-03-31
Filed2026-05-14
SUSL
ISHARES TR
-0.58%
Shares15.2K
Event2026-03-31
Filed2026-05-14
IGM
ISHARES TR
-0.12%
Shares14.1K
Event2026-03-31
Filed2026-05-14
SKYY
FIRST TR EXCHANGE-TRADED FD
-19.35%
Shares14.7K
Event2026-03-31
Filed2026-05-14
INTU
INTUIT
-18.68%
Shares3.7K
Event2026-03-31
Filed2026-05-14
IAGG
ISHARES TR
258.46%
Shares32.0K
Event2026-03-31
Filed2026-05-14
DHS
WISDOMTREE TR
0.00%
Shares14.6K
Event2026-03-31
Filed2026-05-14
DJD
INVESCO EXCHANGE TRADED FD T
0.00%
Shares26.4K
Event2026-03-31
Filed2026-05-14
CAT
CATERPILLAR INC
90.25%
Shares2.2K
Event2026-03-31
Filed2026-05-14
HD
HOME DEPOT INC
14.91%
Shares4.7K
Event2026-03-31
Filed2026-05-14
BINC
BLACKROCK ETF TRUST II
143.34%
Shares28.5K
Event2026-03-31
Filed2026-05-14
GS
GOLDMAN SACHS GROUP INC
43.59%
Shares1.7K
Event2026-03-31
Filed2026-05-14
IWF
ISHARES TR
-9.85%
Shares3.3K
Event2026-03-31
Filed2026-05-14
TSM
TAIWAN SEMICONDUCTOR MANUFAC
164.39%
Shares4.2K
Event2026-03-31
Filed2026-05-14
PM
PHILIP MORRIS INTL INC
15.53%
Shares8.3K
Event2026-03-31
Filed2026-05-14
STEP
STEPSTONE GROUP INC
0.00%
Shares29.0K
Event2026-03-31
Filed2026-05-14
VFH
VANGUARD WORLD FD
0.00%
Shares11.5K
Event2026-03-31
Filed2026-05-14
VTIP
VANGUARD MALVERN FDS
118.03%
Shares27.7K
Event2026-03-31
Filed2026-05-14
IEFA
ISHARES TR
-15.89%
Shares15.1K
Event2026-03-31
Filed2026-05-14
VMC
VULCAN MATLS CO
-29.97%
Shares5.0K
Event2026-03-31
Filed2026-05-14
NEE
NEXTERA ENERGY INC
9.66%
Shares14.4K
Event2026-03-31
Filed2026-05-14
IREN
IREN LIMITED
4.75%
Shares37.7K
Event2026-03-31
Filed2026-05-14
LII
LENNOX INTL INC
New
Shares2.7K
Event2026-03-31
Filed2026-05-14
XLF
SELECT SECTOR SPDR TR
0.00%
Shares25.2K
Event2026-03-31
Filed2026-05-14
SPTL
SPDR SERIES TRUST
89.13%
Shares46.6K
Event2026-03-31
Filed2026-05-14
CVX
CHEVRON CORPORATION
231.58%
Shares5.9K
Event2026-03-31
Filed2026-05-14
IGEB
ISHARES TR
-0.94%
Shares27.0K
Event2026-03-31
Filed2026-05-14
URA
GLOBAL X FDS
0.00%
Shares25.0K
Event2026-03-31
Filed2026-05-14
ORCL
ORACLE CORP
14.53%
Shares8.2K
Event2026-03-31
Filed2026-05-14
GDXJ
VANECK ETF TRUST
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-14
SCHB
SCHWAB STRATEGIC TR
-6.00%
Shares47.0K
Event2026-03-31
Filed2026-05-14
AMAT
APPLIED MATLS INC
8.77%
Shares3.4K
Event2026-03-31
Filed2026-05-14
AGG
ISHARES TR
-25.34%
Shares11.6K
Event2026-03-31
Filed2026-05-14
DE
DEERE & CO
-50.35%
Shares2.0K
Event2026-03-31
Filed2026-05-14
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-29.55%
Shares18.0K
Event2026-03-31
Filed2026-05-14
FANG
DIAMONDBACK ENERGY INC
-9.75%
Shares5.5K
Event2026-03-31
Filed2026-05-14
IEF
ISHARES TR
4.89%
Shares11.1K
Event2026-03-31
Filed2026-05-14
TFLO
ISHARES TR
0.00%
Shares20.8K
Event2026-03-31
Filed2026-05-14
MCD
MCDONALDS CORP
7.23%
Shares3.4K
Event2026-03-31
Filed2026-05-14
ALPS ETF TR
ALPS ETF TR
5.75%
Shares19.6K
Event2026-03-31
Filed2026-05-14
VO
VANGUARD INDEX FDS
-1.54%
Shares3.6K
Event2026-03-31
Filed2026-05-14
HLNE
HAMILTON LANE INC
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-14
SCHW
SCHWAB CHARLES CORP
15.25%
Shares10.5K
Event2026-03-31
Filed2026-05-14
CPNG
COUPANG INC
-2.73%
Shares51.6K
Event2026-03-31
Filed2026-05-14
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-33.39%
Shares5.1K
Event2026-03-31
Filed2026-05-14
ADM
ARCHER DANIELS MIDLAND CO
0.00%
Shares13.2K
Event2026-03-31
Filed2026-05-14
BMY
BRISTOL-MYERS SQUIBB CO
25.43%
Shares15.8K
Event2026-03-31
Filed2026-05-14
FDN
FIRST TR EXCHANGE-TRADED FD
-8.68%
Shares4.1K
Event2026-03-31
Filed2026-05-14
MU
MICRON TECHNOLOGY INC
45.00%
Shares2.7K
Event2026-03-31
Filed2026-05-14
XLP
SELECT SECTOR SPDR TR
0.00%
Shares11.2K
Event2026-03-31
Filed2026-05-14
STRL
STERLING INFRASTRUCTURE INC
-10.25%
Shares2.2K
Event2026-03-31
Filed2026-05-14
FSLR
FIRST SOLAR INC
-9.97%
Shares4.5K
Event2026-03-31
Filed2026-05-14
OIH
VANECK ETF TRUST
-12.00%
Shares2.2K
Event2026-03-31
Filed2026-05-14
SHV
ISHARES TR
-70.66%
Shares8.0K
Event2026-03-31
Filed2026-05-14
DHI
D R HORTON INC
3.58%
Shares6.4K
Event2026-03-31
Filed2026-05-14
DFAT
DIMENSIONAL ETF TRUST
0.00%
Shares14.0K
Event2026-03-31
Filed2026-05-14
CRCL
CIRCLE INTERNET GROUP INC
12.50%
Shares9.0K
Event2026-03-31
Filed2026-05-14
AMGN
AMGEN INC
28.90%
Shares2.4K
Event2026-03-31
Filed2026-05-14
AJG
GALLAGHER ARTHUR J & CO
-74.54%
Shares3.9K
Event2026-03-31
Filed2026-05-14
CSCO
CISCO SYS INC
26.73%
Shares11.0K
Event2026-03-31
Filed2026-05-14
CME
CME GROUP INC
35.16%
Shares2.9K
Event2026-03-31
Filed2026-05-14
UNP
UNION PAC CORP
14.07%
Shares3.4K
Event2026-03-31
Filed2026-05-14
STIP
ISHARES TR
251.09%
Shares8.1K
Event2026-03-31
Filed2026-05-14
SYSB
ISHARES TR
New
Shares9.2K
Event2026-03-31
Filed2026-05-14
ENSG
ENSIGN GROUP INC
-10.58%
Shares3.8K
Event2026-03-31
Filed2026-05-14
SUB
ISHARES TR
-28.61%
Shares7.1K
Event2026-03-31
Filed2026-05-14
PLTR
PALANTIR TECHNOLOGIES INC
75.45%
Shares5.1K
Event2026-03-31
Filed2026-05-14
FIX
COMFORT SYS USA INC
-1.99%
Shares541
Event2026-03-31
Filed2026-05-14
CMI
CUMMINS INC
42.18%
Shares1.4K
Event2026-03-31
Filed2026-05-14
ABT
ABBOTT LABORATORIES
-76.67%
Shares7.1K
Event2026-03-31
Filed2026-05-14
TLT
ISHARES TR
-29.92%
Shares8.3K
Event2026-03-31
Filed2026-05-14
SO
SOUTHERN CO
23.26%
Shares7.4K
Event2026-03-31
Filed2026-05-14
AMD
ADVANCED MICRO DEVICES INC
-6.05%
Shares3.5K
Event2026-03-31
Filed2026-05-14
LMT
LOCKHEED MARTIN CORP
-1.53%
Shares1.2K
Event2026-03-31
Filed2026-05-14
MEDP
MEDPACE HLDGS INC
9.13%
Shares1.4K
Event2026-03-31
Filed2026-05-14
UNH
UNITEDHEALTH GROUP INC
-35.47%
Shares2.5K
Event2026-03-31
Filed2026-05-14
SPGI
S&P GLOBAL INC
-40.60%
Shares1.6K
Event2026-03-31
Filed2026-05-14
IBM
INTERNATIONAL BUSINESS MACHS
65.78%
Shares2.7K
Event2026-03-31
Filed2026-05-14
BAC
BANK AMERICA CORP
-3.03%
Shares13.4K
Event2026-03-31
Filed2026-05-14
LAM RESEARCH CORP
LAM RESEARCH CORP
137.04%
Shares3.0K
Event2026-03-31
Filed2026-05-14
VB
VANGUARD INDEX FDS
-2.27%
Shares2.4K
Event2026-03-31
Filed2026-05-14
ITA
ISHARES TR
-76.82%
Shares2.9K
Event2026-03-31
Filed2026-05-14
RMBS
RAMBUS INC DEL
-4.38%
Shares7.4K
Event2026-03-31
Filed2026-05-14
HON
HONEYWELL INTL INC
30.99%
Shares2.8K
Event2026-03-31
Filed2026-05-14
ZTS
ZOETIS INC
-16.79%
Shares5.3K
Event2026-03-31
Filed2026-05-14
PLMR
PALOMAR HLDGS INC
10.50%
Shares5.3K
Event2026-03-31
Filed2026-05-14
ULTA
ULTA BEAUTY INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-14
CPRX
CATALYST PHARMACEUTICALS INC
9.33%
Shares25.2K
Event2026-03-31
Filed2026-05-14
PHM
PULTE GROUP INC
8.83%
Shares5.3K
Event2026-03-31
Filed2026-05-14
KO
COCA COLA CO
9.59%
Shares8.1K
Event2026-03-31
Filed2026-05-14
NOC
NORTHROP GRUMMAN CORP
17.86%
Shares904
Event2026-03-31
Filed2026-05-14
PNC
PNC FINL SVCS GROUP INC
25.58%
Shares2.9K
Event2026-03-31
Filed2026-05-14
NXT
NEXTPOWER INC
1.24%
Shares5.1K
Event2026-03-31
Filed2026-05-14
CIFR
CIPHER DIGITAL INC
0.00%
Shares47.0K
Event2026-03-31
Filed2026-05-14
IFRA
ISHARES TR
-9.19%
Shares10.3K
Event2026-03-31
Filed2026-05-14
GILD
GILEAD SCIENCES INC
27.13%
Shares4.2K
Event2026-03-31
Filed2026-05-14
QCOM
QUALCOMM INC
6.11%
Shares4.5K
Event2026-03-31
Filed2026-05-14
CRDO
CREDO TECHNOLOGY GROUP HOLDI
9.63%
Shares6.1K
Event2026-03-31
Filed2026-05-14
XLU
SELECT SECTOR SPDR TR
0.00%
Shares12.5K
Event2026-03-31
Filed2026-05-14
LHX
L3HARRIS TECHNOLOGIES INC
18.16%
Shares1.7K
Event2026-03-31
Filed2026-05-14
GE AEROSPACE
GE AEROSPACE
152.09%
Shares2.0K
Event2026-03-31
Filed2026-05-14
CTRE
CARETRUST REIT INC
12.35%
Shares15.4K
Event2026-03-31
Filed2026-05-14
URI
UNITED RENTALS INC
0.00%
Shares773
Event2026-03-31
Filed2026-05-14
ADP
AUTOMATIC DATA PROCESSING IN
69.55%
Shares2.7K
Event2026-03-31
Filed2026-05-14
VTI
VANGUARD INDEX FDS
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-14
AX
AXOS FINANCIAL INC
10.60%
Shares6.5K
Event2026-03-31
Filed2026-05-14
BDC
BELDEN INC
10.03%
Shares4.8K
Event2026-03-31
Filed2026-05-14
SPOK
SPOK HLDGS INC
25.00%
Shares50.0K
Event2026-03-31
Filed2026-05-14
CITIGROUP INC
CITIGROUP INC
95.34%
Shares4.8K
Event2026-03-31
Filed2026-05-14
DOV
DOVER CORP
41.81%
Shares2.6K
Event2026-03-31
Filed2026-05-14
PRIM
PRIMORIS SVCS CORP
3.49%
Shares3.7K
Event2026-03-31
Filed2026-05-14
VEU
VANGUARD INTL EQUITY INDEX F
-9.14%
Shares6.9K
Event2026-03-31
Filed2026-05-14
HURN
HURON CONSULTING GROUP INC
8.34%
Shares4.1K
Event2026-03-31
Filed2026-05-14
TMDX
TRANSMEDICS GROUP INC
12.43%
Shares5.2K
Event2026-03-31
Filed2026-05-14
AXP
AMERICAN EXPRESS CO
4.39%
Shares1.7K
Event2026-03-31
Filed2026-05-14
ITW
ILLINOIS TOOL WKS INC
-16.70%
Shares1.9K
Event2026-03-31
Filed2026-05-14
VLO
VALERO ENERGY CORP
23.21%
Shares2.1K
Event2026-03-31
Filed2026-05-14
NMIH
NMI HLDGS INC
12.60%
Shares13.6K
Event2026-03-31
Filed2026-05-14
CLOA
BLACKROCK ETF TRUST II
New
Shares9.6K
Event2026-03-31
Filed2026-05-14
UFPT
UFP TECHNOLOGIES INC
1.71%
Shares2.6K
Event2026-03-31
Filed2026-05-14
ICVT
ISHARES TR
108.80%
Shares4.8K
Event2026-03-31
Filed2026-05-14
INTC
INTEL CORP
99.38%
Shares10.9K
Event2026-03-31
Filed2026-05-14
PINS
PINTEREST INC
-10.34%
Shares26.0K
Event2026-03-31
Filed2026-05-14
PATH
UIPATH INC
0.00%
Shares42.0K
Event2026-03-31
Filed2026-05-14
MT
ARCELORMITTAL SA LUXEMBOURG
-15.20%
Shares8.9K
Event2026-03-31
Filed2026-05-14
MSTR
STRATEGY INC
-29.96%
Shares3.7K
Event2026-03-31
Filed2026-05-14
FLIN
FRANKLIN TEMPLETON ETF TR
New
Shares13.6K
Event2026-03-31
Filed2026-05-14
IWN
ISHARES TR
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-14
HQY
HEALTHEQUITY INC
13.21%
Shares5.4K
Event2026-03-31
Filed2026-05-14
TJX
TJX COS INC NEW
46.62%
Shares2.8K
Event2026-03-31
Filed2026-05-14
VZ
VERIZON COMMUNICATIONS INC
New
Shares8.9K
Event2026-03-31
Filed2026-05-14
FLAGSTAR BANK NATIONAL ASSOC
FLAGSTAR BANK NATIONAL ASSOC
0.00%
Shares33.3K
Event2026-03-31
Filed2026-05-14
MMSI
MERIT MED SYS INC
17.90%
Shares6.3K
Event2026-03-31
Filed2026-05-14
INOD
INNODATA INC
5.39%
Shares11.0K
Event2026-03-31
Filed2026-05-14
VBK
VANGUARD INDEX FDS
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-14
NVS
NOVARTIS AG
New
Shares2.7K
Event2026-03-31
Filed2026-05-14
FLOT
ISHARES TR
-3.93%
Shares8.0K
Event2026-03-31
Filed2026-05-14
IMAX
IMAX CORP
New
Shares10.6K
Event2026-03-31
Filed2026-05-14
SPYV
SPDR SERIES TRUST
0.00%
Shares7.1K
Event2026-03-31
Filed2026-05-14
CB
CHUBB LTD SWITZ
New
Shares1.2K
Event2026-03-31
Filed2026-05-14
AIR
AAR CORP
New
Shares3.7K
Event2026-03-31
Filed2026-05-14
MS
MORGAN STANLEY
17.08%
Shares2.4K
Event2026-03-31
Filed2026-05-14
BLD
TOPBUILD COR
-4.39%
Shares1.1K
Event2026-03-31
Filed2026-05-14
T
AT&T INC
14.42%
Shares13.7K
Event2026-03-31
Filed2026-05-14
COP
CONOCOPHILLIPS
New
Shares3.0K
Event2026-03-31
Filed2026-05-14
PSX
PHILLIPS 66
New
Shares2.2K
Event2026-03-31
Filed2026-05-14
MEDTRONIC PLC
MEDTRONIC PLC
12.16%
Shares4.5K
Event2026-03-31
Filed2026-05-14
AAON
AAON INC
0.00%
Shares4.8K
Event2026-03-31
Filed2026-05-14
UBER
UBER TECHNOLOGIES INC
2.38%
Shares5.5K
Event2026-03-31
Filed2026-05-14
TMO
THERMO FISHER SCIENTIFIC INC
-11.56%
Shares796
Event2026-03-31
Filed2026-05-14
QLTA
ISHARES TR
New
Shares8.1K
Event2026-03-31
Filed2026-05-14
VAW
VANGUARD WORLD FD
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-14
QXO
QXO INC
0.00%
Shares19.8K
Event2026-03-31
Filed2026-05-14
IESC
IES HOLDINGS INC
15.97%
Shares806
Event2026-03-31
Filed2026-05-14
PFE
PFIZER INC
49.59%
Shares13.4K
Event2026-03-31
Filed2026-05-14
RRX
REGAL REXNORD CORPORATION
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-14
MOD
MODINE MFG CO
-21.79%
Shares1.7K
Event2026-03-31
Filed2026-05-14
LINDE PLC
LINDE PLC
New
Shares753
Event2026-03-31
Filed2026-05-14
SPYG
SPDR SERIES TRUST
0.00%
Shares3.8K
Event2026-03-31
Filed2026-05-14
NOW
SERVICENOW INC
-21.72%
Shares3.6K
Event2026-03-31
Filed2026-05-14
ADUS
ADDUS HOMECARE CORP
9.73%
Shares3.9K
Event2026-03-31
Filed2026-05-14
CMCSA
COMCAST CORP NEW
-14.49%
Shares12.7K
Event2026-03-31
Filed2026-05-14
IWD
ISHARES TR
27.09%
Shares1.7K
Event2026-03-31
Filed2026-05-14
ATGE
COVISTA INC
20.05%
Shares3.2K
Event2026-03-31
Filed2026-05-14
FN
FABRINET
New
Shares694
Event2026-03-31
Filed2026-05-14
WAY
WAYSTAR HLDG CORP
13.47%
Shares14.8K
Event2026-03-31
Filed2026-05-14
WELL
WELLTOWER INC
50.55%
Shares1.8K
Event2026-03-31
Filed2026-05-14
HEFA
ISHARES TR
-6.57%
Shares8.3K
Event2026-03-31
Filed2026-05-14
GRNY
TIDAL TRUST I
0.00%
Shares14.7K
Event2026-03-31
Filed2026-05-14
ROST
ROSS STORES INC
New
Shares1.6K
Event2026-03-31
Filed2026-05-14
IEI
ISHARES TR
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-14
EME
EMCOR GROUP INC
-0.63%
Shares473
Event2026-03-31
Filed2026-05-14
ASML
ASML HLDG NV
New
Shares263
Event2026-03-31
Filed2026-05-14
AEIS
ADVANCED ENERGY INDS
New
Shares1.1K
Event2026-03-31
Filed2026-05-14
UBS
UBS GROUP AG
40.76%
Shares8.8K
Event2026-03-31
Filed2026-05-14
LTH
LIFE TIME GROUP HOLDINGS INC
19.57%
Shares12.7K
Event2026-03-31
Filed2026-05-14
AWK
AMERICAN WTR WKS CO INC NEW
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-14
WDC
WESTERN DIGITAL CORP
New
Shares1.3K
Event2026-03-31
Filed2026-05-14
DIA
STATE STR SPDR DOW JONES IND
0.00%
Shares730
Event2026-03-31
Filed2026-05-14
SPDW
SPDR INDEX SHS FDS
0.00%
Shares7.4K
Event2026-03-31
Filed2026-05-14
VYM
VANGUARD WHITEHALL FDS
0.75%
Shares2.3K
Event2026-03-31
Filed2026-05-14
DLR
DIGITAL RLTY TR INC
25.42%
Shares1.9K
Event2026-03-31
Filed2026-05-14
CG
CARLYLE GROUP INC
-1.45%
Shares7.0K
Event2026-03-31
Filed2026-05-14
VRT
VERTIV HOLDINGS CO
-8.09%
Shares1.3K
Event2026-03-31
Filed2026-05-14
SFM
SPROUTS FMRS MKT INC
58.72%
Shares4.3K
Event2026-03-31
Filed2026-05-14
SHYD
VANECK ETF TRUST
-2.89%
Shares14.8K
Event2026-03-31
Filed2026-05-14
MGM
MGM RESORTS INTERNATIONAL
-38.65%
Shares9.0K
Event2026-03-31
Filed2026-05-14
WULF
TERAWULF INC
0.00%
Shares22.8K
Event2026-03-31
Filed2026-05-14
SLB
SLB LIMITED
New
Shares6.3K
Event2026-03-31
Filed2026-05-14
BCO
BRINKS CO
20.35%
Shares3.2K
Event2026-03-31
Filed2026-05-14
QTWO
Q2 HLDGS INC
13.64%
Shares6.9K
Event2026-03-31
Filed2026-05-14
VICI
VICI PPTYS INC
4.32%
Shares11.9K
Event2026-03-31
Filed2026-05-14
BL
BLACKLINE INC
13.52%
Shares8.7K
Event2026-03-31
Filed2026-05-14
ADMA
ADMA BIOLOGICS INC
9.70%
Shares35.5K
Event2026-03-31
Filed2026-05-14
USO
UNITED STS OIL FD LP
New
Shares2.5K
Event2026-03-31
Filed2026-05-14
TRV
TRAVELERS COMPANIES INC
New
Shares1.1K
Event2026-03-31
Filed2026-05-14
PRVA
PRIVIA HEALTH GROUP INC
24.39%
Shares15.4K
Event2026-03-31
Filed2026-05-14
BA
BOEING CO
New
Shares1.6K
Event2026-03-31
Filed2026-05-14
KNSL
KINSALE CAP GROUP INC
16.35%
Shares918
Event2026-03-31
Filed2026-05-14
SHEL
SHELL PLC
New
Shares3.3K
Event2026-03-31
Filed2026-05-14
VCSH
VANGUARD SCOTTSDALE FDS
-19.42%
Shares3.9K
Event2026-03-31
Filed2026-05-14
RCL
ROYAL CARIBBEAN GROUP
New
Shares1.1K
Event2026-03-31
Filed2026-05-14
HSBC
HSBC HLDGS PLC
New
Shares3.7K
Event2026-03-31
Filed2026-05-14
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
89.13%
Shares1.5K
Event2026-03-31
Filed2026-05-14
ADBE
ADOBE INC
81.33%
Shares1.3K
Event2026-03-31
Filed2026-05-14
FTSM
FIRST TR EXCHANGE-TRADED FD
-17.97%
Shares5.0K
Event2026-03-31
Filed2026-05-14
SPSM
SPDR SERIES TRUST
0.00%
Shares6.2K
Event2026-03-31
Filed2026-05-14
POET
POET TECHNOLOGIES INC
0.00%
Shares50.0K
Event2026-03-31
Filed2026-05-14
SNA
SNAP ON INC
New
Shares809
Event2026-03-31
Filed2026-05-14
LRN
STRIDE INC
New
Shares3.3K
Event2026-03-31
Filed2026-05-14
ARISTA NETWORKS INC
ARISTA NETWORKS INC
New
Shares2.4K
Event2026-03-31
Filed2026-05-14
WAB
WABTEC
New
Shares1.2K
Event2026-03-31
Filed2026-05-14
DELL
DELL TECHNOLOGIES INC
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-14
SANM
SANMINA CORP
New
Shares2.2K
Event2026-03-31
Filed2026-05-14
RKT
ROCKET COS INC
-42.34%
Shares20.3K
Event2026-03-31
Filed2026-05-14
EXLS
EXLSERVICE HLDGS INC
20.78%
Shares9.4K
Event2026-03-31
Filed2026-05-14
TT
TRANE TECHNOLOGIES PLC
New
Shares690
Event2026-03-31
Filed2026-05-14
LMB
LIMBACH HLDGS INC
15.67%
Shares3.7K
Event2026-03-31
Filed2026-05-14
SPSC
SPS COMM INC
14.71%
Shares5.2K
Event2026-03-31
Filed2026-05-14
COLD
AMERICOLD REALTY TRUST INC
18.48%
Shares25.0K
Event2026-03-31
Filed2026-05-14
SCHZ
SCHWAB STRATEGIC TR
-8.27%
Shares12.3K
Event2026-03-31
Filed2026-05-14
NEOS ETF TRUST
NEOS ETF TRUST
New
Shares5.0K
Event2026-03-31
Filed2026-05-14
GPI
GROUP 1 AUTOMOTIVE INC
21.78%
Shares850
Event2026-03-31
Filed2026-05-14
WGS
GENEDX HOLDINGS CORP
13.51%
Shares4.3K
Event2026-03-31
Filed2026-05-14
VWO
VANGUARD INTL EQUITY INDEX F
0.22%
Shares5.1K
Event2026-03-31
Filed2026-05-14
DY
DYCOM INDS INC
New
Shares800
Event2026-03-31
Filed2026-05-14
MCK
MCKESSON CORP
8.39%
Shares310
Event2026-03-31
Filed2026-05-14
MO
ALTRIA GROUP INC
New
Shares4.1K
Event2026-03-31
Filed2026-05-14
DIS
DISNEY WALT CO
6.92%
Shares2.8K
Event2026-03-31
Filed2026-05-14
COF
CAPITAL ONE FINL CORP
-6.11%
Shares1.5K
Event2026-03-31
Filed2026-05-14
VPU
VANGUARD WORLD FD
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-14
EWY
ISHARES INC
New
Shares2.1K
Event2026-03-31
Filed2026-05-14
QLYS
QUALYS INC
11.58%
Shares3.0K
Event2026-03-31
Filed2026-05-14
IJH
ISHARES TR
-33.39%
Shares3.9K
Event2026-03-31
Filed2026-05-14
EBAY
EBAY INC.
10.24%
Shares2.9K
Event2026-03-31
Filed2026-05-14
EEM
ISHARES TR
-0.98%
Shares4.6K
Event2026-03-31
Filed2026-05-14
LNG
CHENIERE ENERGY INC
New
Shares910
Event2026-03-31
Filed2026-05-14
BHP
BHP BILLITON LIMITED
New
Shares3.5K
Event2026-03-31
Filed2026-05-14
JCI
JOHNSON CONTROLS INTERNATION
New
Shares1.9K
Event2026-03-31
Filed2026-05-14
IGF
ISHARES TR
-5.81%
Shares3.8K
Event2026-03-31
Filed2026-05-14
DVN
DEVON ENERGY CORP NEW
New
Shares5.0K
Event2026-03-31
Filed2026-05-14
KMI
KINDER MORGAN INC DEL
New
Shares7.5K
Event2026-03-31
Filed2026-05-14
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
New
Shares1.9K
Event2026-03-31
Filed2026-05-14
BOOT
BOOT BARN HLDGS INC
New
Shares1.7K
Event2026-03-31
Filed2026-05-14
BLSH
BULLISH
New
Shares7.0K
Event2026-03-31
Filed2026-05-14
LQDH
ISHARES U S ETF TR
-55.34%
Shares2.7K
Event2026-03-31
Filed2026-05-14
BN
BROOKFIELD CORP
0.00%
Shares6.1K
Event2026-03-31
Filed2026-05-14
AVAV
AEROVIRONMENT INC
New
Shares1.3K
Event2026-03-31
Filed2026-05-14
QQQM
INVESCO EXCH TRADED FD TR II
0.68%
Shares1.0K
Event2026-03-31
Filed2026-05-14
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
New
Shares2.5K
Event2026-03-31
Filed2026-05-14
ELF
E L F BEAUTY INC
9.40%
Shares4.0K
Event2026-03-31
Filed2026-05-14
FPE
FIRST TR EXCH TRADED FD III
0.00%
Shares13.7K
Event2026-03-31
Filed2026-05-14
ED
CONSOLIDATED EDISON INC
New
Shares2.1K
Event2026-03-31
Filed2026-05-14
RELX
RELX PLC
New
Shares7.3K
Event2026-03-31
Filed2026-05-14
EFA
ISHARES TR
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-14
XLE
SELECT SECTOR SPDR TR
-21.79%
Shares3.9K
Event2026-03-31
Filed2026-05-14
UNILEVER PLC
UNILEVER PLC
New
Shares4.2K
Event2026-03-31
Filed2026-05-14
VIG
VANGUARD SPECIALIZED FUNDS
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-14
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares1.2K
Event2026-03-31
Filed2026-05-14
TM
TOYOTA MOTOR CORP
New
Shares1.1K
Event2026-03-31
Filed2026-05-14
NEM
NEWMONT CORP
New
Shares2.2K
Event2026-03-31
Filed2026-05-14
TAK
TAKEDA PHARMACEUTICAL CO LTD
New
Shares12.6K
Event2026-03-31
Filed2026-05-14
PLD
PROLOGIS INC.
New
Shares1.8K
Event2026-03-31
Filed2026-05-14
COIN
COINBASE GLOBAL INC
-93.24%
Shares1.3K
Event2026-03-31
Filed2026-05-14
ESGE
ISHARES INC
-0.49%
Shares5.1K
Event2026-03-31
Filed2026-05-14
SHM
SPDR SERIES TRUST
0.00%
Shares4.8K
Event2026-03-31
Filed2026-05-14
CWAN
CLEARWATER ANALYTICS HLDGS I
-64.21%
Shares9.6K
Event2026-03-31
Filed2026-05-14
DB
DEUTSCHE BK AG
34.85%
Shares7.6K
Event2026-03-31
Filed2026-05-14
SOXX
ISHARES TR
0.00%
Shares690
Event2026-03-31
Filed2026-05-14
SAP
SAP SE
New
Shares1.3K
Event2026-03-31
Filed2026-05-14
STZ
CONSTELLATION BRANDS INC
-15.06%
Shares1.5K
Event2026-03-31
Filed2026-05-14
HIG
HARTFORD INSURANCE GROUP INC
New
Shares1.6K
Event2026-03-31
Filed2026-05-14
BTI
BRITISH AMERN TOB PLC
New
Shares3.8K
Event2026-03-31
Filed2026-05-14
GM
GENERAL MTRS CO
New
Shares3.0K
Event2026-03-31
Filed2026-05-14
CRH PLC
CRH PLC
New
Shares2.1K
Event2026-03-31
Filed2026-05-14
BLACKROCK INC
BLACKROCK INC
-29.50%
Shares227
Event2026-03-31
Filed2026-05-14
LIBERTY MEDIA CORP DEL
LIBERTY MEDIA CORP DEL
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-14
RIO
RIO TINTO PLC
New
Shares2.3K
Event2026-03-31
Filed2026-05-14
IRM
IRON MTN INC DEL
New
Shares2.1K
Event2026-03-31
Filed2026-05-14
SCHD
SCHWAB STRATEGIC TR
New
Shares6.9K
Event2026-03-31
Filed2026-05-14
SPG
SIMON PPTY GROUP INC NEW
-26.73%
Shares1.1K
Event2026-03-31
Filed2026-05-14
ITOT
ISHARES TR
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-14
PANW
PALO ALTO NETWORKS INC
-34.04%
Shares1.3K
Event2026-03-31
Filed2026-05-14
BABA
ALIBABA GROUP HLDG LTD
New
Shares1.7K
Event2026-03-31
Filed2026-05-14
AEP
AMERICAN ELEC PWR CO INC
New
Shares1.6K
Event2026-03-31
Filed2026-05-14
DEO
DIAGEO PLC
New
Shares2.8K
Event2026-03-31
Filed2026-05-14
IBB
ISHARES TR
-56.61%
Shares1.2K
Event2026-03-31
Filed2026-05-14
YUM
YUM BRANDS INC
New
Shares1.3K
Event2026-03-31
Filed2026-05-14
MDY
STATE STR SPDR S&P MIDCAP 40
New
Shares329
Event2026-03-31
Filed2026-05-14
CARR
CARRIER GLOBAL CORPORATION
New
Shares3.6K
Event2026-03-31
Filed2026-05-14
ARM
ARM HOLDINGS PLC
New
Shares1.3K
Event2026-03-31
Filed2026-05-14
KGS
KODIAK GAS SVCS INC
New
Shares3.4K
Event2026-03-31
Filed2026-05-14
GOLDMAN SACHS ETF TR
GOLDMAN SACHS ETF TR
New
Shares4.0K
Event2026-03-31
Filed2026-05-14
DFIV
DIMENSIONAL ETF TRUST
New
Shares3.8K
Event2026-03-31
Filed2026-05-14
SAN
BANCO SANTANDER SA
New
Shares17.7K
Event2026-03-31
Filed2026-05-14
MUFG
MITSUBISHI UFJ FINANCIAL GRO
New
Shares11.5K
Event2026-03-31
Filed2026-05-14
RELY
REMITLY GLOBAL INC
0.00%
Shares12.0K
Event2026-03-31
Filed2026-05-14
PSO
PEARSON PLC
New
Shares14.1K
Event2026-03-31
Filed2026-05-14
HLN
HALEON PLC
New
Shares15.3K
Event2026-03-31
Filed2026-05-14
VITL
VITAL FARMS INC
16.46%
Shares10.7K
Event2026-03-31
Filed2026-05-14
BORR DRILLING LTD
BORR DRILLING LTD
0.00%
Shares25.0K
Event2026-03-31
Filed2026-05-14
LYG
LLOYDS BANKING GROUP PLC
New
Shares27.4K
Event2026-03-31
Filed2026-05-14
MFG
MIZUHO FINANCIAL GROUP INC
New
Shares15.6K
Event2026-03-31
Filed2026-05-14
VEEE
TWIN VEE POWERCATS CO
New
Shares400.0K
Event2026-03-31
Filed2026-05-14
NMR
NOMURA HLDGS INC
New
Shares12.9K
Event2026-03-31
Filed2026-05-14
RLMD
RELMADA THERAPEUTICS INC
New
Shares13.0K
Event2026-03-31
Filed2026-05-14
AEGON LTD
AEGON LTD
New
Shares11.5K
Event2026-03-31
Filed2026-05-14
BITF
BITFARMS LTD
0.00%
Shares30.0K
Event2026-03-31
Filed2026-05-14
SNAP
SNAP INC
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-14
LAC
LITHIUM AMERS CORP NEW
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Keebeck Wealth Management Institutional Holdings, Portfolio & P&L β€” TradeFomo