Sponsored

The Analysis of Key Client Fiduciary Advisors, LLC's Holdings & P&L

Currently, Key Client Fiduciary Advisors, LLC holds 207 types of securities in its portfolio with a total value $291.0M. In the most recent quarter, they have increased their positions in CIBR (+152.4K shares, valued at $9.6M), IYK (+122.2K shares, valued at $8.6M), PVAL (+72.3K shares, valued at $3.4M); decreased their positions in MLPX (-38.6K shares, valued at $2.9M), LB (-26.3K shares, valued at $1.8M), WMT (-11.3K shares, valued at $1.4M); initiated new positions in CIBR (+152.4K shares, valued at $9.6M), XMVM (+6.8K shares, valued at $440.2K), JEPI (+5.6K shares, valued at $316.2K).

1M P&L

+14.7M+5.12%

3M P&L

+20.2M+7.19%

HY P&L

+27.2M+9.91%

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/A145.0M

54.7%

2Capital Markets17.2M

6.5%

3Consumer Electronics11.7M

4.4%

Top Industries by Stock Count

1N/A95 stocks

50.0%

2Drug Manufacturers - General6 stocks

3.2%

3Software - Application5 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RDVY FIRST TR EXCHANGE TRADED FD280.8K shares-0.67%2026-03-312026-04-09

GLXY GALAXY DIGITAL INC.879.9K shares2.49%2026-03-312026-04-09

AAPL APPLE INC46.0K shares1.02%2026-03-312026-04-09

PVAL PUTNAM ETF TRUST207.1K shares53.66%2026-03-312026-04-09

CIBR FIRST TR EXCHANGE-TRADED FD152.4K sharesnew addition2026-03-312026-04-09

FDL FIRST TR EXCHANGE-TRADED FD182.6K shares1.73%2026-03-312026-04-09

IYK ISHARES TR126.5K shares2816.55%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T12.4K shares0.26%2026-03-312026-04-09

Sponsored

AMZN AMAZON COM INC38.1K shares29.68%2026-03-312026-04-09

NVDA NVIDIA CORPORATION41.4K shares-1.13%2026-03-312026-04-09

MSFT MICROSOFT CORP17.3K shares6.29%2026-03-312026-04-09

SDVY FIRST TR EXCHANGE TRADED FD161.2K shares3.04%2026-03-312026-04-09

TSLA TESLA INC14.8K shares-4.04%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR9.1K shares3.79%2026-03-312026-04-09

FTGS FIRST TR EXCHANGE-TRADED FD143.5K shares1.81%2026-03-312026-04-09

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN193.9K shares2.05%2026-03-312026-04-09

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS6.7K shares11.07%2026-03-312026-04-09

XLU SELECT SECTOR SPDR TR78.9K shares-1.09%2026-03-312026-04-09

ALPHABET INC ALPHABET INC10.8K shares7.13%2026-03-312026-04-09

SPYM SPDR SERIES TRUST34.2K shares7.67%2026-03-312026-04-09

FTSM FIRST TR EXCHANGE-TRADED FD43.5K shares4.33%2026-03-312026-04-09

FTSL FIRST TR EXCHANGE-TRADED FD57.7K shares1.20%2026-03-312026-04-09

RWL INVESCO EXCH TRADED FD TR II21.3K shares1.89%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO8.3K shares1.71%2026-03-312026-04-09

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD20.8K shares-7.04%2026-03-312026-04-09

FVD FIRST TR EXCHANGE-TRADED FD48.2K shares4.85%2026-03-312026-04-09

TRFM ETF SER SOLUTIONS46.7K shares25.64%2026-03-312026-04-09

XOM EXXON MOBIL CORP12.7K shares1.51%2026-03-312026-04-09

PEG PUBLIC SVC ENTERPRISE GROUP26.5K shares0.05%2026-03-312026-04-09

IBM INTERNATIONAL BUSINESS MACHS8.6K shares2.45%2026-03-312026-04-09

VRT VERTIV HOLDINGS CO8.1K shares3.64%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.1K shares-1.26%2026-03-312026-04-09

Sponsored

WMT WALMART INC15.6K shares-42.03%2026-03-312026-04-09

META META PLATFORMS INC3.4K shares5.36%2026-03-312026-04-09

PAVE GLOBAL X FDS37.6K shares3.89%2026-03-312026-04-09

XNOV FIRST TR EXCHNG TRADED FD VI50.1K shares-20.64%2026-03-312026-04-09

MAGS LISTED FDS TR32.1K shares8.24%2026-03-312026-04-09

LB LANDBRIDGE COMPANY LLC25.8K shares-50.55%2026-03-312026-04-09

BAC BANK AMERICA CORP36.3K shares0.76%2026-03-312026-04-09

VIG VANGUARD SPECIALIZED FUNDS8.2K shares2.06%2026-03-312026-04-09

Sponsored

VFF VILLAGE FARMS INTL INC616.2K shares4.53%2026-03-312026-04-09

PRU PRUDENTIAL FINL INC17.4K shares-3.33%2026-03-312026-04-09

BTCO INVESCO GALAXY BITCOIN ETF25.1K shares17.00%2026-03-312026-04-09

AMD ADVANCED MICRO DEVICES INC8.3K shares6.44%2026-03-312026-04-09

ORCL ORACLE CORP11.0K shares-0.64%2026-03-312026-04-09

MO ALTRIA GROUP INC24.0K shares-1.34%2026-03-312026-04-09

DIVO AMPLIFY ETF TR34.1K shares-1.44%2026-03-312026-04-09

T AT&T INC49.4K shares-6.86%2026-03-312026-04-09

Sponsored

VZ VERIZON COMMUNICATIONS INC28.2K shares-4.11%2026-03-312026-04-09

BROADCOM INC BROADCOM INC4.3K shares0.56%2026-03-312026-04-09

PLTR PALANTIR TECHNOLOGIES INC9.1K shares-5.69%2026-03-312026-04-09

QYLD GLOBAL X FDS74.8K shares23.23%2026-03-312026-04-09

ABBV ABBVIE INC5.9K shares-2.63%2026-03-312026-04-09

ALPHABET INC ALPHABET INC4.4K shares-4.62%2026-03-312026-04-09

HD HOME DEPOT INC3.7K shares-8.09%2026-03-312026-04-09

ARCC ARES CAPITAL CORP65.4K shares6.36%2026-03-312026-04-09

Sponsored

SPYI NEOS ETF TRUST22.8K shares24.09%2026-03-312026-04-09

VTI VANGUARD INDEX FDS3.5K shares-1.82%2026-03-312026-04-09

LLY ELI LILLY & CO1.2K shares2.07%2026-03-312026-04-09

NEE NEXTERA ENERGY INC11.6K shares1.84%2026-03-312026-04-09

COWZ PACER FDS TR16.8K shares5.80%2026-03-312026-04-09

AMAT APPLIED MATLS INC3.1K shares-2.49%2026-03-312026-04-09

HWM HOWMET AEROSPACE INC4.5K shares0.36%2026-03-312026-04-09

BTI BRITISH AMERN TOB PLC16.0K shares1.70%2026-03-312026-04-09

Sponsored

FLBL FRANKLIN TEMPLETON ETF TR40.7K shares0.42%2026-03-312026-04-09

VONG VANGUARD SCOTTSDALE FDS8.3K shares0.10%2026-03-312026-04-09

IDMO INVESCO EXCH TRADED FD TR II16.6K shares14.46%2026-03-312026-04-09

V VISA INC3.0K shares160.75%2026-03-312026-04-09

IBIT ISHARES BITCOIN TRUST ETF23.5K shares27.81%2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC7.4K shares7.71%2026-03-312026-04-09

JPST J P MORGAN EXCHANGE TRADED F17.4K shares0.00%2026-03-312026-04-09

CENCORA INC CENCORA INC2.7K shares31.23%2026-03-312026-04-09

Sponsored

ENB ENBRIDGE INC15.8K shares-4.82%2026-03-312026-04-09

JEPQ J P MORGAN EXCHANGE TRADED F15.3K shares77.39%2026-03-312026-04-09

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.4K shares-2.47%2026-03-312026-04-09

PFE PFIZER INC28.8K shares2.04%2026-03-312026-04-09

NFLX NETFLIX INC.8.3K shares85.59%2026-03-312026-04-09

GS GOLDMAN SACHS GROUP INC939 shares19.92%2026-03-312026-04-09

DGRW WISDOMTREE TR9.0K shares1.34%2026-03-312026-04-09

FTCS FIRST TR EXCHANGE-TRADED FD8.5K shares-1.73%2026-03-312026-04-09

Sponsored

COST COSTCO WHOLESALE CORPORATION786 shares1.81%2026-03-312026-04-09

XMHQ INVESCO EXCHANGE TRADED FD T7.6K shares-2.09%2026-03-312026-04-09

IMCG ISHARES TR9.8K shares1.07%2026-03-312026-04-09

CRM SALESFORCE INC4.0K shares-2.77%2026-03-312026-04-09

GLD SPDR GOLD TR1.7K shares-6.79%2026-03-312026-04-09

XLG INVESCO EXCHANGE TRADED FD T13.3K shares10.78%2026-03-312026-04-09

IWY ISHARES TR2.9K shares-0.42%2026-03-312026-04-09

MMM 3M CO4.8K shares-0.33%2026-03-312026-04-09

Sponsored

PDI PIMCO DYNAMIC INCOME FD40.7K shares2.73%2026-03-312026-04-09

GARP ISHARES TR10.6K shares185.10%2026-03-312026-04-09

DIA STATE STR SPDR DOW JONES IND1.4K shares0.00%2026-03-312026-04-09

CAT CATERPILLAR INC927 shares2.32%2026-03-312026-04-09

IVV ISHARES TR991 shares-1.20%2026-03-312026-04-09

GE AEROSPACE GE AEROSPACE2.3K shares-0.44%2026-03-312026-04-09

ADP AUTOMATIC DATA PROCESSING IN3.2K shares-0.63%2026-03-312026-04-09

LOW LOWES COS INC2.7K shares0.60%2026-03-312026-04-09

Sponsored

GLW CORNING INC4.6K shares1.84%2026-03-312026-04-09

NOBL PROSHARES TR5.9K shares-1.64%2026-03-312026-04-09

SPDV ETF SER SOLUTIONS16.6K shares-0.73%2026-03-312026-04-09

ETFS GOLD TR ETFS GOLD TR13.8K shares5.92%2026-03-312026-04-09

SLV ISHARES SILVER TR9.0K shares36.55%2026-03-312026-04-09

ED CONSOLIDATED EDISON INC5.4K shares0.41%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS9.4K shares8.24%2026-03-312026-04-09

XLF SELECT SECTOR SPDR TR12.2K shares-11.49%2026-03-312026-04-09

Sponsored

JNJ JOHNSON & JOHNSON2.4K shares-2.67%2026-03-312026-04-09

CVS CVS HEALTH CORP8.2K shares2.87%2026-03-312026-04-09

SCHD SCHWAB STRATEGIC TR18.8K shares-16.68%2026-03-312026-04-09

CRWD CROWDSTRIKE HLDGS INC1.5K shares-2.64%2026-03-312026-04-09

PKW INVESCO EXCHANGE TRADED FD T4.4K shares0.74%2026-03-312026-04-09

XLV SELECT SECTOR SPDR TR3.9K shares0.18%2026-03-312026-04-09

XLE SELECT SECTOR SPDR TR9.0K shares0.23%2026-03-312026-04-09

PG PROCTER & GAMBLE CO3.8K shares-0.68%2026-03-312026-04-09

Sponsored

VBR VANGUARD INDEX FDS2.5K shares0.24%2026-03-312026-04-09

PDBC INVESCO ACTVELY MNGD ETC FD30.7K shares-1.93%2026-03-312026-04-09

VBK VANGUARD INDEX FDS1.8K shares0.11%2026-03-312026-04-09

CSCO CISCO SYS INC6.8K shares-0.34%2026-03-312026-04-09

HACK AMPLIFY ETF TR6.9K shares-1.35%2026-03-312026-04-09

CVX CHEVRON CORPORATION2.5K shares1.05%2026-03-312026-04-09

SDY SPDR SERIES TRUST3.5K shares3.85%2026-03-312026-04-09

KO COCA COLA CO6.7K shares-9.35%2026-03-312026-04-09

Sponsored

WFC WELLS FARGO & CO6.3K shares3.74%2026-03-312026-04-09

LAM RESEARCH CORP LAM RESEARCH CORP2.4K shares0.13%2026-03-312026-04-09

DIS DISNEY WALT CO5.1K shares-13.84%2026-03-312026-04-09

MCD MCDONALDS CORP1.6K shares-3.18%2026-03-312026-04-09

SOXX ISHARES TR1.4K shares6.47%2026-03-312026-04-09

VGT VANGUARD WORLD FD651 shares11.09%2026-03-312026-04-09

XOP SPDR SERIES TRUST2.5K shares0.00%2026-03-312026-04-09

XMVM INVESCO EXCHANGE TRADED FD T6.8K sharesnew addition2026-03-312026-04-09

Sponsored

CSX CSX CORP10.7K shares0.00%2026-03-312026-04-09

JHMM JOHN HANCOCK EXCHANGE TRADED6.5K shares2.13%2026-03-312026-04-09

SPYG SPDR SERIES TRUST4.3K shares0.84%2026-03-312026-04-09

XYLD GLOBAL X FDS10.7K shares36.39%2026-03-312026-04-09

SO SOUTHERN CO4.2K shares-3.18%2026-03-312026-04-09

DVN DEVON ENERGY CORP NEW8.0K shares0.36%2026-03-312026-04-09

CGW INVESCO EXCH TRADED FD TR II6.1K shares0.00%2026-03-312026-04-09

REGL PROSHARES TR4.5K shares7.66%2026-03-312026-04-09

Sponsored

GEV GE VERNOVA INC439 shares-0.23%2026-03-312026-04-09

TDIV FIRST TR EXCHANGE TRADED FD4.0K shares2.86%2026-03-312026-04-09

SHEL SHELL PLC4.0K shares-8.88%2026-03-312026-04-09

SPYV SPDR SERIES TRUST6.6K shares0.53%2026-03-312026-04-09

USAS AMERICAS GOLD AND SILVER COR71.0K shares255.00%2026-03-312026-04-09

TPL TEXAS PACIFIC LAND CORPORATI768 shares0.00%2026-03-312026-04-09

WM WASTE MGMT INC DEL1.6K shares9.10%2026-03-312026-04-09

UBER UBER TECHNOLOGIES INC5.0K shares-5.98%2026-03-312026-04-09

Sponsored

SMH VANECK ETF TRUST941 shares4.79%2026-03-312026-04-09

AMGN AMGEN INC1.0K shares-1.92%2026-03-312026-04-09

AGNC AGNC INVT CORP35.7K shares93.72%2026-03-312026-04-09

BOTZ GLOBAL X FDS10.8K shares0.38%2026-03-312026-04-09

IYF ISHARES TR3.0K shares0.50%2026-03-312026-04-09

NVS NOVARTIS AG2.3K shares-0.13%2026-03-312026-04-09

MLPX GLOBAL X FDS4.7K shares-89.14%2026-03-312026-04-09

FTQI FIRST TR EXCHANGE TRADED FD17.3K shares18.87%2026-03-312026-04-09

Sponsored

GRMN GARMIN LTD1.5K shares0.00%2026-03-312026-04-09

SOL STRATEGIES INC SOL STRATEGIES INC330.6K shares34.07%2026-03-312026-04-09

IEFA ISHARES TR3.6K shares2.87%2026-03-312026-04-09

XYZ BLOCK INC5.4K shares-5.39%2026-03-312026-04-09

MU MICRON TECHNOLOGY INC955 shares9.90%2026-03-312026-04-09

SKYY FIRST TR EXCHANGE-TRADED FD2.9K shares-1.76%2026-03-312026-04-09

JEPI J P MORGAN EXCHANGE TRADED F5.6K sharesnew addition2026-03-312026-04-09

IYH ISHARES TR5.1K shares-0.37%2026-03-312026-04-09

Sponsored

QTUM ETF SER SOLUTIONS2.9K shares22.10%2026-03-312026-04-09

STXG EA SERIES TRUST6.5K shares0.00%2026-03-312026-04-09

PEP PEPSICO INC1.9K shares-1.13%2026-03-312026-04-09

EEM ISHARES TR5.2K shares16.46%2026-03-312026-04-09

RTX RTX CORPORATION1.5K shares22.92%2026-03-312026-04-09

PSX PHILLIPS 661.6K shares-0.88%2026-03-312026-04-09

MSTR STRATEGY INC2.2K shares36.85%2026-03-312026-04-09

PNC PNC FINL SVCS GROUP INC1.3K shares0.08%2026-03-312026-04-09

Sponsored

IXN ISHARES TR2.7K shares0.00%2026-03-312026-04-09

XLP SELECT SECTOR SPDR TR3.2K shares-1.22%2026-03-312026-04-09

BA BOEING CO1.3K shares-0.75%2026-03-312026-04-09

IP INTERNATIONAL PAPER CO7.3K shares-3.94%2026-03-312026-04-09

FPE FIRST TR EXCH TRADED FD III14.4K shares-11.94%2026-03-312026-04-09

FTDS FIRST TR EXCHANGE-TRADED FD4.2K shares2.83%2026-03-312026-04-09

TSM TAIWAN SEMICONDUCTOR MANUFAC741 shares7.55%2026-03-312026-04-09

STXV EA SERIES TRUST7.1K shares0.00%2026-03-312026-04-09

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP724 shares-0.96%2026-03-312026-04-09

COPP SPROTT FDS TR6.9K sharesnew addition2026-03-312026-04-09

DE DEERE & CO432 shares0.23%2026-03-312026-04-09

ADI ANALOG DEVICES INC755 shares0.27%2026-03-312026-04-09

CMCSA COMCAST CORP NEW8.1K shares-0.68%2026-03-312026-04-09

INFL LISTED FDS TR4.5K sharesnew addition2026-03-312026-04-09

XLY SELECT SECTOR SPDR TR2.1K shares0.09%2026-03-312026-04-09

FTA FIRST TR EXCHANGE-TRADED ALP2.5K shares0.00%2026-03-312026-04-09

Sponsored

CWB SPDR SERIES TRUST2.5K shares0.00%2026-03-312026-04-09

XSD SPDR SERIES TRUST694 shares0.00%2026-03-312026-04-09

LHX L3HARRIS TECHNOLOGIES INC642 sharesnew addition2026-03-312026-04-09

SOFI SOFI TECHNOLOGIES INC13.7K shares-9.61%2026-03-312026-04-09

BDX BECTON DICKINSON & CO1.4K shares0.00%2026-03-312026-04-09

PM PHILIP MORRIS INTL INC1.3K shares-1.01%2026-03-312026-04-09

TIP ISHARES TR1.9K shares-0.89%2026-03-312026-04-09

VB VANGUARD INDEX FDS798 sharesnew addition2026-03-312026-04-09

Sponsored

ADBE ADOBE INC831 shares-0.48%2026-03-312026-04-09

KNGZ FIRST TR EXCHANGE TRADED FD5.6K sharesnew addition2026-03-312026-04-09

F FORD MTR CO14.7K shares-7.34%2026-03-312026-04-09

SJT SAN JUAN BASIN RTY TR32.6K shares9.83%2026-03-312026-04-09

YYY AMPLIFY ETF TR13.9K sharesnew addition2026-03-312026-04-09

IEP ICAHN ENTERPRISES LP18.5K shares-11.04%2026-03-312026-04-09

CIFR CIPHER DIGITAL INC10.8K sharesnew addition2026-03-312026-04-09

JMIA JUMIA TECHNOLOGIES AG17.5K shares0.68%2026-03-312026-04-09

Sponsored

AGEN AGENUS INC25.3K shares-7.61%2026-03-312026-04-09

CYPHERPUNK TECHNOLOGIES INC CYPHERPUNK TECHNOLOGIES INC80.4K shares-4.92%2026-03-312026-04-09

HYPERLIQUID STRATEGIES INC HYPERLIQUID STRATEGIES INC10.0K sharesnew addition2026-03-312026-04-09

CTSO CYTOSORBENTS CORP78.5K shares0.00%2026-03-312026-04-09

QBTS D-WAVE QUANTUM INC2.4K shares32.50%2026-03-312026-04-09

GEVO GEVO INC11.1K shares-12.56%2026-03-312026-04-09

RR RICHTECH ROBOTICS INC13.5K sharesnew addition2026-03-312026-04-09

RDVY

FIRST TR EXCHANGE TRADED FD

-0.67%

Shares280.8K

Event2026-03-31

Filed2026-04-09

GLXY

GALAXY DIGITAL INC.

2.49%

Shares879.9K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

1.02%

Shares46.0K

Event2026-03-31

Filed2026-04-09

PVAL

PUTNAM ETF TRUST

53.66%

Shares207.1K

Event2026-03-31

Filed2026-04-09

CIBR

FIRST TR EXCHANGE-TRADED FD

New

Shares152.4K

Event2026-03-31

Filed2026-04-09

FDL

FIRST TR EXCHANGE-TRADED FD

1.73%

Shares182.6K

Event2026-03-31

Filed2026-04-09

IYK

ISHARES TR

2816.55%

Shares126.5K

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

0.26%

Shares12.4K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

29.68%

Shares38.1K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

-1.13%

Shares41.4K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

6.29%

Shares17.3K

Event2026-03-31

Filed2026-04-09

SDVY

FIRST TR EXCHANGE TRADED FD

3.04%

Shares161.2K

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

-4.04%

Shares14.8K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

3.79%

Shares9.1K

Event2026-03-31

Filed2026-04-09

FTGS

FIRST TR EXCHANGE-TRADED FD

1.81%

Shares143.5K

Event2026-03-31

Filed2026-04-09

ANNALY CAPITAL MANAGEMENT IN

2.05%

Shares193.9K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

11.07%

Shares6.7K

Event2026-03-31

Filed2026-04-09

XLU

SELECT SECTOR SPDR TR

-1.09%

Shares78.9K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

7.13%

Shares10.8K

Event2026-03-31

Filed2026-04-09

SPYM

SPDR SERIES TRUST

7.67%

Shares34.2K

Event2026-03-31

Filed2026-04-09

FTSM

FIRST TR EXCHANGE-TRADED FD

4.33%

Shares43.5K

Event2026-03-31

Filed2026-04-09

FTSL

FIRST TR EXCHANGE-TRADED FD

1.20%

Shares57.7K

Event2026-03-31

Filed2026-04-09

RWL

INVESCO EXCH TRADED FD TR II

1.89%

Shares21.3K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

1.71%

Shares8.3K

Event2026-03-31

Filed2026-04-09

AIRR

FIRST TR EXCHANGE TRADED FD

-7.04%

Shares20.8K

Event2026-03-31

Filed2026-04-09

FVD

FIRST TR EXCHANGE-TRADED FD

4.85%

Shares48.2K

Event2026-03-31

Filed2026-04-09

TRFM

ETF SER SOLUTIONS

25.64%

Shares46.7K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

1.51%

Shares12.7K

Event2026-03-31

Filed2026-04-09

PEG

PUBLIC SVC ENTERPRISE GROUP

0.05%

Shares26.5K

Event2026-03-31

Filed2026-04-09

IBM

INTERNATIONAL BUSINESS MACHS

2.45%

Shares8.6K

Event2026-03-31

Filed2026-04-09

VRT

VERTIV HOLDINGS CO

3.64%

Shares8.1K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

-1.26%

Shares4.1K

Event2026-03-31

Filed2026-04-09

WMT

WALMART INC

-42.03%

Shares15.6K

Event2026-03-31

Filed2026-04-09

META

META PLATFORMS INC

5.36%

Shares3.4K

Event2026-03-31

Filed2026-04-09

PAVE

GLOBAL X FDS

3.89%

Shares37.6K

Event2026-03-31

Filed2026-04-09

XNOV

FIRST TR EXCHNG TRADED FD VI

-20.64%

Shares50.1K

Event2026-03-31

Filed2026-04-09

MAGS

LISTED FDS TR

8.24%

Shares32.1K

Event2026-03-31

Filed2026-04-09

LANDBRIDGE COMPANY LLC

-50.55%

Shares25.8K

Event2026-03-31

Filed2026-04-09

BAC

BANK AMERICA CORP

0.76%

Shares36.3K

Event2026-03-31

Filed2026-04-09

VIG

VANGUARD SPECIALIZED FUNDS

2.06%

Shares8.2K

Event2026-03-31

Filed2026-04-09

VFF

VILLAGE FARMS INTL INC

4.53%

Shares616.2K

Event2026-03-31

Filed2026-04-09

PRU

PRUDENTIAL FINL INC

-3.33%

Shares17.4K

Event2026-03-31

Filed2026-04-09

BTCO

INVESCO GALAXY BITCOIN ETF

17.00%

Shares25.1K

Event2026-03-31

Filed2026-04-09

AMD

ADVANCED MICRO DEVICES INC

6.44%

Shares8.3K

Event2026-03-31

Filed2026-04-09

ORCL

ORACLE CORP

-0.64%

Shares11.0K

Event2026-03-31

Filed2026-04-09

ALTRIA GROUP INC

-1.34%

Shares24.0K

Event2026-03-31

Filed2026-04-09

DIVO

AMPLIFY ETF TR

-1.44%

Shares34.1K

Event2026-03-31

Filed2026-04-09

AT&T INC

-6.86%

Shares49.4K

Event2026-03-31

Filed2026-04-09

VERIZON COMMUNICATIONS INC

-4.11%

Shares28.2K

Event2026-03-31

Filed2026-04-09

BROADCOM INC

0.56%

Shares4.3K

Event2026-03-31

Filed2026-04-09

PLTR

PALANTIR TECHNOLOGIES INC

-5.69%

Shares9.1K

Event2026-03-31

Filed2026-04-09

QYLD

GLOBAL X FDS

23.23%

Shares74.8K

Event2026-03-31

Filed2026-04-09

ABBV

ABBVIE INC

-2.63%

Shares5.9K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-4.62%

Shares4.4K

Event2026-03-31

Filed2026-04-09

HOME DEPOT INC

-8.09%

Shares3.7K

Event2026-03-31

Filed2026-04-09

ARCC

ARES CAPITAL CORP

6.36%

Shares65.4K

Event2026-03-31

Filed2026-04-09

SPYI

NEOS ETF TRUST

24.09%

Shares22.8K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

-1.82%

Shares3.5K

Event2026-03-31

Filed2026-04-09

LLY

ELI LILLY & CO

2.07%

Shares1.2K

Event2026-03-31

Filed2026-04-09

NEE

NEXTERA ENERGY INC

1.84%

Shares11.6K

Event2026-03-31

Filed2026-04-09

COWZ

PACER FDS TR

5.80%

Shares16.8K

Event2026-03-31

Filed2026-04-09

AMAT

APPLIED MATLS INC

-2.49%

Shares3.1K

Event2026-03-31

Filed2026-04-09

HWM

HOWMET AEROSPACE INC

0.36%

Shares4.5K

Event2026-03-31

Filed2026-04-09

BTI

BRITISH AMERN TOB PLC

1.70%

Shares16.0K

Event2026-03-31

Filed2026-04-09

FLBL

FRANKLIN TEMPLETON ETF TR

0.42%

Shares40.7K

Event2026-03-31

Filed2026-04-09

VONG

VANGUARD SCOTTSDALE FDS

0.10%

Shares8.3K

Event2026-03-31

Filed2026-04-09

IDMO

INVESCO EXCH TRADED FD TR II

14.46%

Shares16.6K

Event2026-03-31

Filed2026-04-09

VISA INC

160.75%

Shares3.0K

Event2026-03-31

Filed2026-04-09

IBIT

ISHARES BITCOIN TRUST ETF

27.81%

Shares23.5K

Event2026-03-31

Filed2026-04-09

MERCK & CO INC

7.71%

Shares7.4K

Event2026-03-31

Filed2026-04-09

JPST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares17.4K

Event2026-03-31

Filed2026-04-09

CENCORA INC

31.23%

Shares2.7K

Event2026-03-31

Filed2026-04-09

ENB

ENBRIDGE INC

-4.82%

Shares15.8K

Event2026-03-31

Filed2026-04-09

JEPQ

J P MORGAN EXCHANGE TRADED F

77.39%

Shares15.3K

Event2026-03-31

Filed2026-04-09

INVESCO EXCHANGE TRADED FD T

-2.47%

Shares4.4K

Event2026-03-31

Filed2026-04-09

PFE

PFIZER INC

2.04%

Shares28.8K

Event2026-03-31

Filed2026-04-09

NFLX

NETFLIX INC.

85.59%

Shares8.3K

Event2026-03-31

Filed2026-04-09

GOLDMAN SACHS GROUP INC

19.92%

Shares939

Event2026-03-31

Filed2026-04-09

DGRW

WISDOMTREE TR

1.34%

Shares9.0K

Event2026-03-31

Filed2026-04-09

FTCS

FIRST TR EXCHANGE-TRADED FD

-1.73%

Shares8.5K

Event2026-03-31

Filed2026-04-09

COST

COSTCO WHOLESALE CORPORATION

1.81%

Shares786

Event2026-03-31

Filed2026-04-09

XMHQ

INVESCO EXCHANGE TRADED FD T

-2.09%

Shares7.6K

Event2026-03-31

Filed2026-04-09

IMCG

ISHARES TR

1.07%

Shares9.8K

Event2026-03-31

Filed2026-04-09

CRM

SALESFORCE INC

-2.77%

Shares4.0K

Event2026-03-31

Filed2026-04-09

GLD

SPDR GOLD TR

-6.79%

Shares1.7K

Event2026-03-31

Filed2026-04-09

XLG

INVESCO EXCHANGE TRADED FD T

10.78%

Shares13.3K

Event2026-03-31

Filed2026-04-09

IWY

ISHARES TR

-0.42%

Shares2.9K

Event2026-03-31

Filed2026-04-09

MMM

3M CO

-0.33%

Shares4.8K

Event2026-03-31

Filed2026-04-09

PDI

PIMCO DYNAMIC INCOME FD

2.73%

Shares40.7K

Event2026-03-31

Filed2026-04-09

GARP

ISHARES TR

185.10%

Shares10.6K

Event2026-03-31

Filed2026-04-09

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-09

CAT

CATERPILLAR INC

2.32%

Shares927

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

-1.20%

Shares991

Event2026-03-31

Filed2026-04-09

GE AEROSPACE

-0.44%

Shares2.3K

Event2026-03-31

Filed2026-04-09

ADP

AUTOMATIC DATA PROCESSING IN

-0.63%

Shares3.2K

Event2026-03-31

Filed2026-04-09

LOW

LOWES COS INC

0.60%

Shares2.7K

Event2026-03-31

Filed2026-04-09

GLW

CORNING INC

1.84%

Shares4.6K

Event2026-03-31

Filed2026-04-09

NOBL

PROSHARES TR

-1.64%

Shares5.9K

Event2026-03-31

Filed2026-04-09

SPDV

ETF SER SOLUTIONS

-0.73%

Shares16.6K

Event2026-03-31

Filed2026-04-09

ETFS GOLD TR

5.92%

Shares13.8K

Event2026-03-31

Filed2026-04-09

SLV

ISHARES SILVER TR

36.55%

Shares9.0K

Event2026-03-31

Filed2026-04-09

CONSOLIDATED EDISON INC

0.41%

Shares5.4K

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

8.24%

Shares9.4K

Event2026-03-31

Filed2026-04-09

XLF

SELECT SECTOR SPDR TR

-11.49%

Shares12.2K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

-2.67%

Shares2.4K

Event2026-03-31

Filed2026-04-09

CVS

CVS HEALTH CORP

2.87%

Shares8.2K

Event2026-03-31

Filed2026-04-09

SCHD

SCHWAB STRATEGIC TR

-16.68%

Shares18.8K

Event2026-03-31

Filed2026-04-09

CRWD

CROWDSTRIKE HLDGS INC

-2.64%

Shares1.5K

Event2026-03-31

Filed2026-04-09

PKW

INVESCO EXCHANGE TRADED FD T

0.74%

Shares4.4K

Event2026-03-31

Filed2026-04-09

XLV

SELECT SECTOR SPDR TR

0.18%

Shares3.9K

Event2026-03-31

Filed2026-04-09

XLE

SELECT SECTOR SPDR TR

0.23%

Shares9.0K

Event2026-03-31

Filed2026-04-09

PROCTER & GAMBLE CO

-0.68%

Shares3.8K

Event2026-03-31

Filed2026-04-09

VBR

VANGUARD INDEX FDS

0.24%

Shares2.5K

Event2026-03-31

Filed2026-04-09

PDBC

INVESCO ACTVELY MNGD ETC FD

-1.93%

Shares30.7K

Event2026-03-31

Filed2026-04-09

VBK

VANGUARD INDEX FDS

0.11%

Shares1.8K

Event2026-03-31

Filed2026-04-09

CSCO

CISCO SYS INC

-0.34%

Shares6.8K

Event2026-03-31

Filed2026-04-09

HACK

AMPLIFY ETF TR

-1.35%

Shares6.9K

Event2026-03-31

Filed2026-04-09

CVX

CHEVRON CORPORATION

1.05%

Shares2.5K

Event2026-03-31

Filed2026-04-09

SDY

SPDR SERIES TRUST

3.85%

Shares3.5K

Event2026-03-31

Filed2026-04-09

COCA COLA CO

-9.35%

Shares6.7K

Event2026-03-31

Filed2026-04-09

WFC

WELLS FARGO & CO

3.74%

Shares6.3K

Event2026-03-31

Filed2026-04-09

LAM RESEARCH CORP

0.13%

Shares2.4K

Event2026-03-31

Filed2026-04-09

DIS

DISNEY WALT CO

-13.84%

Shares5.1K

Event2026-03-31

Filed2026-04-09

MCD

MCDONALDS CORP

-3.18%

Shares1.6K

Event2026-03-31

Filed2026-04-09

SOXX

ISHARES TR

6.47%

Shares1.4K

Event2026-03-31

Filed2026-04-09

VGT

VANGUARD WORLD FD

11.09%

Shares651

Event2026-03-31

Filed2026-04-09

XOP

SPDR SERIES TRUST

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-09

XMVM

INVESCO EXCHANGE TRADED FD T

New

Shares6.8K

Event2026-03-31

Filed2026-04-09

CSX

CSX CORP

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-09

JHMM

JOHN HANCOCK EXCHANGE TRADED

2.13%

Shares6.5K

Event2026-03-31

Filed2026-04-09

SPYG

SPDR SERIES TRUST

0.84%

Shares4.3K

Event2026-03-31

Filed2026-04-09

XYLD

GLOBAL X FDS

36.39%

Shares10.7K

Event2026-03-31

Filed2026-04-09

SOUTHERN CO

-3.18%

Shares4.2K

Event2026-03-31

Filed2026-04-09

DVN

DEVON ENERGY CORP NEW

0.36%

Shares8.0K

Event2026-03-31

Filed2026-04-09

CGW

INVESCO EXCH TRADED FD TR II

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-09

REGL

PROSHARES TR

7.66%

Shares4.5K

Event2026-03-31

Filed2026-04-09

GEV

GE VERNOVA INC

-0.23%

Shares439

Event2026-03-31

Filed2026-04-09

TDIV

FIRST TR EXCHANGE TRADED FD

2.86%

Shares4.0K

Event2026-03-31

Filed2026-04-09

SHEL

SHELL PLC

-8.88%

Shares4.0K

Event2026-03-31

Filed2026-04-09

SPYV

SPDR SERIES TRUST

0.53%

Shares6.6K

Event2026-03-31

Filed2026-04-09

USAS

AMERICAS GOLD AND SILVER COR

255.00%

Shares71.0K

Event2026-03-31

Filed2026-04-09

TPL

TEXAS PACIFIC LAND CORPORATI

0.00%

Shares768

Event2026-03-31

Filed2026-04-09

WASTE MGMT INC DEL

9.10%

Shares1.6K

Event2026-03-31

Filed2026-04-09

UBER

UBER TECHNOLOGIES INC

-5.98%

Shares5.0K

Event2026-03-31

Filed2026-04-09

SMH

VANECK ETF TRUST

4.79%

Shares941

Event2026-03-31

Filed2026-04-09

AMGN

AMGEN INC

-1.92%

Shares1.0K

Event2026-03-31

Filed2026-04-09

AGNC

AGNC INVT CORP

93.72%

Shares35.7K

Event2026-03-31

Filed2026-04-09

BOTZ

GLOBAL X FDS

0.38%

Shares10.8K

Event2026-03-31

Filed2026-04-09

IYF

ISHARES TR

0.50%

Shares3.0K

Event2026-03-31

Filed2026-04-09

NVS

NOVARTIS AG

-0.13%

Shares2.3K

Event2026-03-31

Filed2026-04-09

MLPX

GLOBAL X FDS

-89.14%

Shares4.7K

Event2026-03-31

Filed2026-04-09

FTQI

FIRST TR EXCHANGE TRADED FD

18.87%

Shares17.3K

Event2026-03-31

Filed2026-04-09

GRMN

GARMIN LTD

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-09

SOL STRATEGIES INC

34.07%

Shares330.6K

Event2026-03-31

Filed2026-04-09

IEFA

ISHARES TR

2.87%

Shares3.6K

Event2026-03-31

Filed2026-04-09

XYZ

BLOCK INC

-5.39%

Shares5.4K

Event2026-03-31

Filed2026-04-09

MICRON TECHNOLOGY INC

9.90%

Shares955

Event2026-03-31

Filed2026-04-09

SKYY

FIRST TR EXCHANGE-TRADED FD

-1.76%

Shares2.9K

Event2026-03-31

Filed2026-04-09

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares5.6K

Event2026-03-31

Filed2026-04-09

IYH

ISHARES TR

-0.37%

Shares5.1K

Event2026-03-31

Filed2026-04-09

QTUM

ETF SER SOLUTIONS

22.10%

Shares2.9K

Event2026-03-31

Filed2026-04-09

STXG

EA SERIES TRUST

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-09

PEP

PEPSICO INC

-1.13%

Shares1.9K

Event2026-03-31

Filed2026-04-09

EEM

ISHARES TR

16.46%

Shares5.2K

Event2026-03-31

Filed2026-04-09

RTX

RTX CORPORATION

22.92%

Shares1.5K

Event2026-03-31

Filed2026-04-09

PSX

PHILLIPS 66

-0.88%

Shares1.6K

Event2026-03-31

Filed2026-04-09

MSTR

STRATEGY INC

36.85%

Shares2.2K

Event2026-03-31

Filed2026-04-09

PNC

PNC FINL SVCS GROUP INC

0.08%

Shares1.3K

Event2026-03-31

Filed2026-04-09

IXN

ISHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-09

XLP

SELECT SECTOR SPDR TR

-1.22%

Shares3.2K

Event2026-03-31

Filed2026-04-09

BOEING CO

-0.75%

Shares1.3K

Event2026-03-31

Filed2026-04-09

INTERNATIONAL PAPER CO

-3.94%

Shares7.3K

Event2026-03-31

Filed2026-04-09

FPE

FIRST TR EXCH TRADED FD III

-11.94%

Shares14.4K

Event2026-03-31

Filed2026-04-09

FTDS

FIRST TR EXCHANGE-TRADED FD

2.83%

Shares4.2K

Event2026-03-31

Filed2026-04-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

7.55%

Shares741

Event2026-03-31

Filed2026-04-09

STXV

EA SERIES TRUST

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-09

GENERAL DYNAMICS CORP

-0.96%

Shares724

Event2026-03-31

Filed2026-04-09

COPP

SPROTT FDS TR

New

Shares6.9K

Event2026-03-31

Filed2026-04-09

DEERE & CO

0.23%

Shares432

Event2026-03-31

Filed2026-04-09

ADI

ANALOG DEVICES INC

0.27%

Shares755

Event2026-03-31

Filed2026-04-09

CMCSA

COMCAST CORP NEW

-0.68%

Shares8.1K

Event2026-03-31

Filed2026-04-09

INFL

LISTED FDS TR

New

Shares4.5K

Event2026-03-31

Filed2026-04-09

XLY

SELECT SECTOR SPDR TR

0.09%

Shares2.1K

Event2026-03-31

Filed2026-04-09

FTA

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-09

CWB

SPDR SERIES TRUST

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-09

XSD

SPDR SERIES TRUST

0.00%

Shares694

Event2026-03-31

Filed2026-04-09

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares642

Event2026-03-31

Filed2026-04-09

SOFI

SOFI TECHNOLOGIES INC

-9.61%

Shares13.7K

Event2026-03-31

Filed2026-04-09

BDX

BECTON DICKINSON & CO

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-09

PHILIP MORRIS INTL INC

-1.01%

Shares1.3K

Event2026-03-31

Filed2026-04-09

TIP

ISHARES TR

-0.89%

Shares1.9K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

New

Shares798

Event2026-03-31

Filed2026-04-09

ADBE

ADOBE INC

-0.48%

Shares831

Event2026-03-31

Filed2026-04-09

KNGZ

FIRST TR EXCHANGE TRADED FD

New

Shares5.6K

Event2026-03-31

Filed2026-04-09

FORD MTR CO

-7.34%

Shares14.7K

Event2026-03-31

Filed2026-04-09

SJT

SAN JUAN BASIN RTY TR

9.83%

Shares32.6K

Event2026-03-31

Filed2026-04-09

YYY

AMPLIFY ETF TR

New

Shares13.9K

Event2026-03-31

Filed2026-04-09

IEP

ICAHN ENTERPRISES LP

-11.04%

Shares18.5K

Event2026-03-31

Filed2026-04-09

CIFR

CIPHER DIGITAL INC

New

Shares10.8K

Event2026-03-31

Filed2026-04-09

JMIA

JUMIA TECHNOLOGIES AG

0.68%

Shares17.5K

Event2026-03-31

Filed2026-04-09

AGEN

AGENUS INC

-7.61%

Shares25.3K

Event2026-03-31

Filed2026-04-09

CYPHERPUNK TECHNOLOGIES INC

-4.92%

Shares80.4K

Event2026-03-31

Filed2026-04-09

HYPERLIQUID STRATEGIES INC

New

Shares10.0K

Event2026-03-31

Filed2026-04-09

CTSO

CYTOSORBENTS CORP

0.00%

Shares78.5K

Event2026-03-31

Filed2026-04-09

QBTS

D-WAVE QUANTUM INC

32.50%

Shares2.4K

Event2026-03-31

Filed2026-04-09

GEVO

GEVO INC

-12.56%

Shares11.1K

Event2026-03-31

Filed2026-04-09

RICHTECH ROBOTICS INC

New

Shares13.5K

Event2026-03-31

Filed2026-04-09

Call Option Holdings

GLXY Call CallGALAXY DIGITAL INC.21.0K shares-29.77%2026-03-312026-04-09

CIFR Call CallCIPHER DIGITAL INC10.0K sharesnew addition2026-03-312026-04-09

LB Call CallLANDBRIDGE COMPANY LLC1.5K shares0.00%2026-03-312026-04-09

TSLA Call CallTESLA INC200 shares-60.00%2026-03-312026-04-09

NVDA Call CallNVIDIA CORPORATION200 shares0.00%2026-03-312026-04-09

CYPHERPUNK TECHNOLOGIES INC Call CallCYPHERPUNK TECHNOLOGIES INC11.0K sharesnew addition2026-03-312026-04-09

GLXY Call

GALAXY DIGITAL INC.

-29.77%

Shares21.0K

Event2026-03-31

Filed2026-04-09

CIFR Call

CIPHER DIGITAL INC

New

Shares10.0K

Event2026-03-31

Filed2026-04-09

LB Call

LANDBRIDGE COMPANY LLC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-09

TSLA Call

TESLA INC

-60.00%

Shares200

Event2026-03-31

Filed2026-04-09

NVDA Call

NVIDIA CORPORATION

0.00%

Shares200

Event2026-03-31

Filed2026-04-09

CYPHERPUNK TECHNOLOGIES INC Call

CYPHERPUNK TECHNOLOGIES INC

New

Shares11.0K

Event2026-03-31

Filed2026-04-09

Put Option Holdings

ORCL Put PutORACLE CORP9.9K shares0.00%2026-03-312026-04-09

CRM Put PutSALESFORCE INC3.7K sharesnew addition2026-03-312026-04-09

QBTS Put PutD-WAVE QUANTUM INC22.0K shares-34.33%2026-03-312026-04-09

ORCL Put

ORACLE CORP

0.00%

Shares9.9K

Event2026-03-31

Filed2026-04-09

CRM Put

SALESFORCE INC

New

Shares3.7K

Event2026-03-31

Filed2026-04-09

QBTS Put

D-WAVE QUANTUM INC

-34.33%

Shares22.0K

Event2026-03-31

Filed2026-04-09