Sponsored

The Analysis of L & S Advisors Inc's Holdings & P&L

Currently, L & S Advisors Inc holds 233 types of securities in its portfolio with a total value $794.9M. In the most recent quarter, they have increased their positions in N/A (+37.5K shares, valued at $24.4M), N/A (+85.9K shares, valued at $11.2M), AEP (+83.2K shares, valued at $10.9M); decreased their positions in SNDK (-23.8K shares, valued at $15.2M), BAC (-310.0K shares, valued at $15.1M), N/A (-34.5K shares, valued at $14.9M); initiated new positions in N/A (+85.9K shares, valued at $11.2M), AEP (+83.2K shares, valued at $10.9M), MTZ (+26.1K shares, valued at $8.4M).

1M P&L

+52.8M+8.29%

3M P&L

+91.9M+15.37%

HY P&L

+172.9M+33.44%

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/A59.4M

11.9%

2Drug Manufacturers - General45.4M

9.0%

3Consumer Electronics33.8M

6.7%

Top Industries by Stock Count

1N/A36 stocks

32.7%

2Drug Manufacturers - General6 stocks

5.5%

3Aerospace & Defense4 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR S&P 500 ETF SPDR S&P 500 ETF65.6K shares133.06%2026-03-312026-05-11

AAPL APPLE INC106.5K shares-14.37%2026-03-312026-05-11

NVIDIA CORP NVIDIA CORP132.2K shares-12.09%2026-03-312026-05-11

ALPHABET INC A ALPHABET INC A67.5K shares-23.40%2026-03-312026-05-11

AMZN AMAZON.COM INC69.7K shares-20.26%2026-03-312026-05-11

BROADCOM LIMITED BROADCOM LIMITED45.5K shares14.53%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC116.6K shares-3.64%2026-03-312026-05-11

MSFT MICROSOFT CORPORATION36.5K shares-15.85%2026-03-312026-05-11

Sponsored

META PLATFORMS INC META PLATFORMS INC23.4K shares-23.25%2026-03-312026-05-11

LLY ELI LILLY & COMPANY14.2K shares-3.89%2026-03-312026-05-11

DJ INDUSTRIAL ETF DJ INDUSTRIAL ETF27.3K shares-10.80%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON49.6K shares-12.37%2026-03-312026-05-11

WMB WILLIAMS COMPANIES INC166.6K shares22.22%2026-03-312026-05-11

EQT CORP COM EQT CORP COM176.8K shares208.45%2026-03-312026-05-11

DUKE ENERGY CORP DUKE ENERGY CORP85.9K sharesnew addition2026-03-312026-05-11

AEP AMERICAN ELECTRIC POWER83.2K sharesnew addition2026-03-312026-05-11

Sponsored

TSM TAIWAN SEMICONDUCTOR31.8K shares-15.15%2026-03-312026-05-11

EATON CORP PLC EATON CORP PLC30.1K shares4.12%2026-03-312026-05-11

GOLDMAN SACHS GOLDMAN SACHS12.4K shares-43.96%2026-03-312026-05-11

GILD GILEAD SCIENCES INC75.3K shares81.49%2026-03-312026-05-11

CAT CATERPILLAR INC14.6K shares15.52%2026-03-312026-05-11

GE VERNOVA GE VERNOVA10.1K shares-10.93%2026-03-312026-05-11

CMI CUMMINS INC16.3K shares1.14%2026-03-312026-05-11

WMT WAL-MART STORES INC69.2K shares-11.86%2026-03-312026-05-11

Sponsored

HON HONEYWELL37.7K shares2.05%2026-03-312026-05-11

CITIGROUP INC CITIGROUP INC74.2K shares-48.02%2026-03-312026-05-11

DOV DOVER CORP40.3K shares1.69%2026-03-312026-05-11

MTZ MASTEC INC26.1K sharesnew addition2026-03-312026-05-11

NOC NORTHROP GRUMMAN CORP12.2K sharesnew addition2026-03-312026-05-11

BK BANK NEW YORK MELLON68.5K shares-43.42%2026-03-312026-05-11

STT STATE STREET CORP63.5K shares-46.97%2026-03-312026-05-11

LMT LOCKHEED MARTIN13.2K sharesnew addition2026-03-312026-05-11

Sponsored

VERIZON COMMUNICATIONS VERIZON COMMUNICATIONS158.2K shares876.52%2026-03-312026-05-11

ROK ROCKWELL AUTOMATION INC21.7K shares-8.25%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP35.8K shares-35.24%2026-03-312026-05-11

OKE ONEOK INC84.4K sharesnew addition2026-03-312026-05-11

3M COMPANY 3M COMPANY47.0K shares3.01%2026-03-312026-05-11

NETFLIX INC NETFLIX INC67.2K shares39.67%2026-03-312026-05-11

RTX CORPORATION RTX CORPORATION32.9K sharesnew addition2026-03-312026-05-11

VANECK AA-BB CLO ETF VANECK AA-BB CLO ETF122.7K shares-12.66%2026-03-312026-05-11

Sponsored

TJX TJX COMPANIES INC38.1K shares2.90%2026-03-312026-05-11

VTI VANGUARD TOTAL STOCK ETF18.9K shares-19.06%2026-03-312026-05-11

CCJ CAMECO CORP55.7K shares-28.73%2026-03-312026-05-11

AEE AMEREN CORP53.2K shares1661.73%2026-03-312026-05-11

ALERIAN MLP ETF ALERIAN MLP ETF102.3K shares1313.38%2026-03-312026-05-11

AMGN AMGEN INC14.8K shares13.02%2026-03-312026-05-11

WDC WESTERN DIGITAL CORP19.0K shares-66.62%2026-03-312026-05-11

AVUS AVANTIS US EQUITY ETF45.8K shares0.09%2026-03-312026-05-11

Sponsored

KMI KINDER MORGAN INC146.7K shares4.44%2026-03-312026-05-11

SEAGATE TECHNOLOGY SEAGATE TECHNOLOGY12.4K shares-59.20%2026-03-312026-05-11

XCEL ENERGY INC XCEL ENERGY INC60.9K sharesnew addition2026-03-312026-05-11

NUTRIEN LTD NUTRIEN LTD63.9K sharesnew addition2026-03-312026-05-11

DLR DIGITAL REALTY TRUST INC25.9K sharesnew addition2026-03-312026-05-11

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD23.6K shares-72.12%2026-03-312026-05-11

CHUBB LTD CHUBB LTD14.1K shares-43.88%2026-03-312026-05-11

BE BLOOM ENERGY CORP33.3K shares-35.99%2026-03-312026-05-11

Sponsored

MU MICRON TECHNOLOGY INC13.4K shares-65.51%2026-03-312026-05-11

PROLOGIS INC PROLOGIS INC34.1K shares2.49%2026-03-312026-05-11

SIEMENS ENERGY AG (ADR) SIEMENS ENERGY AG (ADR)26.2K sharesnew addition2026-03-312026-05-11

FEDEX CORPORATION FEDEX CORPORATION12.4K shares1.15%2026-03-312026-05-11

VENTAS INC VENTAS INC52.3K shares-0.56%2026-03-312026-05-11

WELLTOWER INC WELLTOWER INC21.5K sharesnew addition2026-03-312026-05-11

DIMENSIONAL US HIGH PROFIT ETF DIMENSIONAL US HIGH PROFIT ETF114.9K shares0.84%2026-03-312026-05-11

O REALTY INCOME CORP68.8K sharesnew addition2026-03-312026-05-11

Sponsored

CONSTELLATION ENERGY CONSTELLATION ENERGY15.0K shares-20.24%2026-03-312026-05-11

OHI OMEGA HEALTHCARE INVESTORS94.5K sharesnew addition2026-03-312026-05-11

WASTE MANAGEMENT WASTE MANAGEMENT17.5K sharesnew addition2026-03-312026-05-11

TC ENERGY CORP TC ENERGY CORP61.0K sharesnew addition2026-03-312026-05-11

KLAC KLA CORPORATION2.5K shares-38.95%2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC22.6K shares-30.43%2026-03-312026-05-11

PIMCO ACTIVE BOND ETF PIMCO ACTIVE BOND ETF38.9K shares0.79%2026-03-312026-05-11

BINC ISHARES FLEXIBLE INCOME ACTIVE68.8K shares0.82%2026-03-312026-05-11

Sponsored

INTUITIVE SURGICAL INTUITIVE SURGICAL7.3K shares-13.13%2026-03-312026-05-11

PG PROCTER & GAMBLE22.9K shares-54.58%2026-03-312026-05-11

BWXT BWX TECHNOLOGIES CO15.3K shares-34.64%2026-03-312026-05-11

HWM HOWMET AEROSPACE INC13.5K shares-33.77%2026-03-312026-05-11

VISTRA CORP VISTRA CORP20.5K shares-30.86%2026-03-312026-05-11

JPMORGAN CHASE & CO JPMORGAN CHASE & CO10.2K shares-83.15%2026-03-312026-05-11

FDT 1ST TR DEVELOPED MKT EX-US ETF34.2K shares0.08%2026-03-312026-05-11

CME GROUP INC CME GROUP INC10.0K shares-28.45%2026-03-312026-05-11

Sponsored

NU NU HOLDINGS LTD200.8K shares-47.63%2026-03-312026-05-11

JPMORGAN US QUALITY FACTOR ETF JPMORGAN US QUALITY FACTOR ETF45.8K shares0.65%2026-03-312026-05-11

NRG NRG ENERGY INC18.8K shares-30.44%2026-03-312026-05-11

FIRSTCASH HOLDINGS INC FIRSTCASH HOLDINGS INC14.3K shares-33.02%2026-03-312026-05-11

VANGUARD S&P 500 VANGUARD S&P 5004.4K shares0.73%2026-03-312026-05-11

NEXTERA ENERGY INC NEXTERA ENERGY INC28.0K shares9.01%2026-03-312026-05-11

NUVEEN ESG LARGE CAP GROWTH ET NUVEEN ESG LARGE CAP GROWTH ET27.9K shares0.03%2026-03-312026-05-11

SPDR MSCI EAFE STRATEGIC FACTO SPDR MSCI EAFE STRATEGIC FACTO27.1K shares1.55%2026-03-312026-05-11

Sponsored

ABBV ABBVIE INC11.6K shares-66.89%2026-03-312026-05-11

ABBNY ABB LTD ADR30.4K shares-32.80%2026-03-312026-05-11

VANECK MORNINGSTAR WIDE MOAT VANECK MORNINGSTAR WIDE MOAT25.1K shares-3.57%2026-03-312026-05-11

BTSG BRIGHTSPRING HEALTH SERVICES56.8K shares-25.81%2026-03-312026-05-11

FIRST TRUST TECH ALPHA ETF FIRST TRUST TECH ALPHA ETF15.2K shares-1.28%2026-03-312026-05-11

PH PARKER HANNIFIN CORP2.7K shares-65.34%2026-03-312026-05-11

SRLN SPDR BLACKSTONE SENIOR LOAN59.1K shares-51.17%2026-03-312026-05-11

SNDK SANDISK CORP3.7K shares-86.52%2026-03-312026-05-11

Sponsored

ROLLS ROYCE HOLDING PLC ROLLS ROYCE HOLDING PLC149.1K shares-45.59%2026-03-312026-05-11

DEUS XTRACKERS RUSSELL US MULTI ETF38.0K shares1.10%2026-03-312026-05-11

BRAMSHILL MULTI-STRATEGY INCOM BRAMSHILL MULTI-STRATEGY INCOM346.4K shares38.41%2026-03-312026-05-11

PIMCO SENIOR LOAN ACTIVE ETF PIMCO SENIOR LOAN ACTIVE ETF45.4K shares-11.30%2026-03-312026-05-11

EXXON MOBIL CORP EXXON MOBIL CORP12.7K shares-19.42%2026-03-312026-05-11

CELESTICA INC CELESTICA INC7.6K shares-25.22%2026-03-312026-05-11

CRS CARPENTER TECHNOLOGY CORP5.4K shares-30.64%2026-03-312026-05-11

JPM PREMIUM EQUITY FUND JPM PREMIUM EQUITY FUND37.4K shares124.46%2026-03-312026-05-11

Sponsored

ALPHABET INC C ALPHABET INC C7.4K shares-12.82%2026-03-312026-05-11

MBB ISHARES TR MBS ETF22.1K shares0.00%2026-03-312026-05-11

PYLD PIMCO TR MULTISECTOR ETF BD AC79.9K shares1.41%2026-03-312026-05-11

LQD ISHARES IB IG CORP BOND19.2K shares1.36%2026-03-312026-05-11

HYG ISHARES IBOXX HY ETF25.6K shares1.39%2026-03-312026-05-11

CISCO SYSTEMS INC CISCO SYSTEMS INC26.2K shares-10.27%2026-03-312026-05-11

WISDOMTREE US MIDCAP ETF WISDOMTREE US MIDCAP ETF29.9K shares2.09%2026-03-312026-05-11

FN FABRINET3.8K shares-23.38%2026-03-312026-05-11

Sponsored

FLEXSHARES DEF QUAL DIV ETF FLEXSHARES DEF QUAL DIV ETF24.5K shares0.16%2026-03-312026-05-11

VERTIV HOLDINGS LLC CL A VERTIV HOLDINGS LLC CL A7.7K shares-47.92%2026-03-312026-05-11

BAE SYSTEMS PLC (ADR) BAE SYSTEMS PLC (ADR)16.1K shares-25.32%2026-03-312026-05-11

CROWDSTRIKE HLDGS CROWDSTRIKE HLDGS4.6K shares-29.70%2026-03-312026-05-11

FIRST RISING DIVIDEND ACHIEVER FIRST RISING DIVIDEND ACHIEVER25.9K shares-0.09%2026-03-312026-05-11

EZPW EZCORP INC A66.8K shares-33.05%2026-03-312026-05-11

GLOBAL X ART INTEL & TECH GLOBAL X ART INTEL & TECH35.7K shares-2.13%2026-03-312026-05-11

ORA ORMAT TECHNOLOGIES INC14.2K shares-22.87%2026-03-312026-05-11

Sponsored

ABT ABBOTT LABORATORIES15.1K shares-18.96%2026-03-312026-05-11

KRATOS DEFENSE & SECURITY KRATOS DEFENSE & SECURITY21.4K shares-32.58%2026-03-312026-05-11

MELI MERCADOLIBRE INC857 shares-22.72%2026-03-312026-05-11

DOUBLELINE OPPORTUNISTIC BOND DOUBLELINE OPPORTUNISTIC BOND31.9K shares0.00%2026-03-312026-05-11

COSTCO WHOLESALE COSTCO WHOLESALE1.4K shares-11.96%2026-03-312026-05-11

ENERGY SELECT SPDR ENERGY SELECT SPDR22.9K sharesnew addition2026-03-312026-05-11

VEA VANGUARD DEVELOPED ETF21.7K shares-40.99%2026-03-312026-05-11

SNOW SNOWFLAKE INC9.2K shares1.11%2026-03-312026-05-11

Sponsored

INTU INTUIT INC3.0K shares-47.10%2026-03-312026-05-11

DIMENSIONAL EMERGING CORE ETF DIMENSIONAL EMERGING CORE ETF38.3K shares-0.64%2026-03-312026-05-11

INVESCO FTSE RAFI DEVELOPED INVESCO FTSE RAFI DEVELOPED29.7K shares0.47%2026-03-312026-05-11

COHERENT INC COHERENT INC5.4K sharesnew addition2026-03-312026-05-11

ISHARES EDGE MSCI US QUALITY F ISHARES EDGE MSCI US QUALITY F6.5K shares1.41%2026-03-312026-05-11

BRIDGEBIO PHARMA INC BRIDGEBIO PHARMA INC16.2K shares-26.84%2026-03-312026-05-11

SPDR PORTFOLIO S&P 1500 COMP SPDR PORTFOLIO S&P 1500 COMP15.2K shares2.78%2026-03-312026-05-11

INVESCO QQQ TRUST ETF INVESCO QQQ TRUST ETF2.0K shares-2.08%2026-03-312026-05-11

Sponsored

DIMENSIONAL US SMALL CAP DIMENSIONAL US SMALL CAP16.3K shares1.80%2026-03-312026-05-11

TRANE TECHNOLOGIES PLC TRANE TECHNOLOGIES PLC2.8K shares-29.29%2026-03-312026-05-11

PIMCO ENHANCED SHORT MATURITY PIMCO ENHANCED SHORT MATURITY11.2K shares28.42%2026-03-312026-05-11

GS GQG INTL OPPORTUNITIES GS GQG INTL OPPORTUNITIES43.0K shares-7.51%2026-03-312026-05-11

ISHARES MSCI INTERNATIONAL Q E ISHARES MSCI INTERNATIONAL Q E21.7K shares-1.37%2026-03-312026-05-11

JPMORGAN US VALUE FACTOR ETF JPMORGAN US VALUE FACTOR ETF20.3K shares1.52%2026-03-312026-05-11

GLOBAL X U.S. PREFERRED ETF GLOBAL X U.S. PREFERRED ETF53.3K shares5.40%2026-03-312026-05-11

HYBL SPDR BLACKSTONE HIGH INCOME34.6K shares77.05%2026-03-312026-05-11

Sponsored

FANUC CORPORATION UNSP (ADR) FANUC CORPORATION UNSP (ADR)52.2K sharesnew addition2026-03-312026-05-11

IWM ISHARES RUSSELL 20003.6K shares-19.59%2026-03-312026-05-11

BERKSHIRE HATHAWAY B BERKSHIRE HATHAWAY B1.8K shares-33.28%2026-03-312026-05-11

JPST JPM ULTRA-SHORT INCOME17.0K shares-22.25%2026-03-312026-05-11

FTSL FIRST TRUST SENIOR LOAN ETF18.4K shares19.69%2026-03-312026-05-11

USB US BANCORP15.8K shares0.00%2026-03-312026-05-11

SPDR S&P MIDCAP 400 ETF SPDR S&P MIDCAP 400 ETF1.3K shares-39.31%2026-03-312026-05-11

VWO VANGUARD EMERGING MARKETS14.2K shares-23.47%2026-03-312026-05-11

Sponsored

BA BOEING CO3.6K shares-7.70%2026-03-312026-05-11

RIO RIO TINTO PLC (ADR)7.6K shares-92.14%2026-03-312026-05-11

PRS MIDCAP DIV ARISTO PRS MIDCAP DIV ARISTO8.1K shares-3.44%2026-03-312026-05-11

KO COCA COLA COMPANY8.9K shares-12.68%2026-03-312026-05-11

EMBJ EMBRAER SA ADR11.4K shares-65.58%2026-03-312026-05-11

VANECK BDC INCOME ETF VANECK BDC INCOME ETF50.1K shares252.47%2026-03-312026-05-11

ALIBABA GROUP ALIBABA GROUP5.1K shares-84.62%2026-03-312026-05-11

ENVX ENOVIX CORP122.0K shares-52.31%2026-03-312026-05-11

Sponsored

SAFRAN SA (ADR) SAFRAN SA (ADR)7.6K shares-81.15%2026-03-312026-05-11

TECHNOLOGY SPDR ETF TECHNOLOGY SPDR ETF4.4K shares0.73%2026-03-312026-05-11

JPM DIVERSIFIED RET EM EQUITY JPM DIVERSIFIED RET EM EQUITY9.5K shares1.75%2026-03-312026-05-11

SOXX ISHARES SEMICONDUCTOR ETF1.7K shares-2.42%2026-03-312026-05-11

FREEPORT MCMORAN INC FREEPORT MCMORAN INC9.6K shares-86.35%2026-03-312026-05-11

HRDG LVNR INTL EQUITY HRDG LVNR INTL EQUITY19.9K shares-12.21%2026-03-312026-05-11

TOKYO ELECTRON LTD (ADR) TOKYO ELECTRON LTD (ADR)4.5K sharesnew addition2026-03-312026-05-11

FLEXSHARES HIGH YIELD VALUE FLEXSHARES HIGH YIELD VALUE13.2K shares26.22%2026-03-312026-05-11

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.6K shares-11.78%2026-03-312026-05-11

COEUR MINING COEUR MINING27.8K shares-76.30%2026-03-312026-05-11

SPDR GOLD SHARES ETF SPDR GOLD SHARES ETF1.2K shares-96.62%2026-03-312026-05-11

BAC BANK OF AMERICA CORP10.3K shares-96.77%2026-03-312026-05-11

BIDU BAIDU INC (ADR)4.2K sharesnew addition2026-03-312026-05-11

AVDE AVANTIS INTERNATIONAL EQUITY E5.5K shares1.08%2026-03-312026-05-11

MITSUBISHI HEAVY INDS LTD (ADR MITSUBISHI HEAVY INDS LTD (ADR15.4K sharesnew addition2026-03-312026-05-11

WISDOMTREE U.S. QUALITY DIVIDE WISDOMTREE U.S. QUALITY DIVIDE4.8K shares0.02%2026-03-312026-05-11

Sponsored

SHLD GLOBAL X DEFENSE TECH ETF5.9K shares6.68%2026-03-312026-05-11

SUMITOMO ELECTRIC INDUSTR (ADR SUMITOMO ELECTRIC INDUSTR (ADR7.6K sharesnew addition2026-03-312026-05-11

TESLA MOTORS INC TESLA MOTORS INC1.1K shares0.00%2026-03-312026-05-11

ARISTA NETWORKS ARISTA NETWORKS3.3K shares0.00%2026-03-312026-05-11

COREWEAVE COREWEAVE5.0K shares9.36%2026-03-312026-05-11

PIMCO RAFI DYN MLT-FACT INTL PIMCO RAFI DYN MLT-FACT INTL9.6K shares0.00%2026-03-312026-05-11

QTEC FIRST TRUST NASDAQ 100 TECH1.7K shares-2.38%2026-03-312026-05-11

HD HOME DEPOT1.1K shares-78.81%2026-03-312026-05-11

Sponsored

EATON VANCE HIGH INCOME EATON VANCE HIGH INCOME87.0K shares1.14%2026-03-312026-05-11

PACER US CASH COWS 100 ETF PACER US CASH COWS 100 ETF5.8K shares-5.55%2026-03-312026-05-11

SPDR INDUSTRIAL SELECT SPDR INDUSTRIAL SELECT2.2K shares18.11%2026-03-312026-05-11

CVX CHEVRON CORPORATION1.7K shares-11.44%2026-03-312026-05-11

SPDR UTILITIES ETF SPDR UTILITIES ETF7.5K sharesnew addition2026-03-312026-05-11

JEPQ JPM NASDAQ EQUITY PREMIUM6.1K sharesnew addition2026-03-312026-05-11

DFA US CORE EQUITY 1 INST DFA US CORE EQUITY 1 INST7.0K shares0.00%2026-03-312026-05-11

IHI CORPORATION (ADR) IHI CORPORATION (ADR)16.7K sharesnew addition2026-03-312026-05-11

Sponsored

GPIX GOLDMAN SACHS S P 500 PRM ETF6.8K sharesnew addition2026-03-312026-05-11

HEALTH CARE SELECT ETF HEALTH CARE SELECT ETF2.3K shares-49.25%2026-03-312026-05-11

MATERIALS SELECT SECTOR MATERIALS SELECT SECTOR6.6K sharesnew addition2026-03-312026-05-11

EPD ENTER PRO PARTNERS LP8.6K shares-14.87%2026-03-312026-05-11

ITA ISHARES US AERO & DEF ETF1.5K shares0.00%2026-03-312026-05-11

LYNAS RARE EARTHS LTD ADR LYNAS RARE EARTHS LTD ADR23.7K sharesnew addition2026-03-312026-05-11

VISA INC VISA INC1.0K shares-91.50%2026-03-312026-05-11

BTCC GRAYSCALE BTC COV CALL ETF20.2K shares26.22%2026-03-312026-05-11

Sponsored

IVE ISHARES S&P 500 VALUE ETF1.5K shares0.00%2026-03-312026-05-11

IXN ISHARES GLOBAL TECH ETF3.0K shares0.00%2026-03-312026-05-11

INTC INTEL CORP6.7K shares-12.48%2026-03-312026-05-11

IVW ISHARES S&P 500 GROWTH2.6K shares0.00%2026-03-312026-05-11

VUG VANGUARD GROWTH ETF662 shares1.85%2026-03-312026-05-11

IWO ISH RUSSELL 2000 GRWTH897 shares-6.56%2026-03-312026-05-11

OUNZ VANECK MERK GOLD ETF6.1K shares9.64%2026-03-312026-05-11

VTV VANGUARD VALUE ETF1.4K shares0.00%2026-03-312026-05-11

Sponsored

AXP AMERICAN EXPRESS882 shares-95.18%2026-03-312026-05-11

CCL CARNIVAL CORP10.0K sharesnew addition2026-03-312026-05-11

FIDELITY CONTRAFUND FIDELITY CONTRAFUND11.2K shares0.00%2026-03-312026-05-11

WISDOMTREE FLOATING RATE WISDOMTREE FLOATING RATE5.0K shares0.00%2026-03-312026-05-11

FLEXSHARES MORNINGSTAR US IDX FLEXSHARES MORNINGSTAR US IDX1.0K shares-3.97%2026-03-312026-05-11

VANECK CLO ETF VANECK CLO ETF4.5K shares-11.41%2026-03-312026-05-11

MORT VANECK MORTGAGE REIT INCOME22.9K sharesnew addition2026-03-312026-05-11

DGRO ISHARES CORE DIVIDEND GROWTH3.3K shares0.00%2026-03-312026-05-11

Sponsored

IWY ISHARES RUSSELL TOP 200906 shares0.11%2026-03-312026-05-11

ISHARES BROAD US HIGH YIELD ET ISHARES BROAD US HIGH YIELD ET6.0K shares0.27%2026-03-312026-05-11

NEBIUS GROUP N.V. CLASS A NEBIUS GROUP N.V. CLASS A2.1K shares-16.71%2026-03-312026-05-11

SRE SEMPRA2.2K sharesnew addition2026-03-312026-05-11

SPDR BARCLAYS T-BILL ETF SPDR BARCLAYS T-BILL ETF2.3K shares-8.77%2026-03-312026-05-11

ENERGY TRANSFER EQUITY LP ENERGY TRANSFER EQUITY LP10.8K shares0.00%2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE731 shares-46.33%2026-03-312026-05-11

FINANCIAL SELECT SPDR FINANCIAL SELECT SPDR4.1K shares-60.99%2026-03-312026-05-11

Sponsored

VNGRD INTERMED CA TAX EX VNGRD INTERMED CA TAX EX13.5K shares2.27%2026-03-312026-05-11

AMERICAN AIRLS GROUP INC AMERICAN AIRLS GROUP INC11.0K sharesnew addition2026-03-312026-05-11

YMAX YIELDMAX UNIVERSE FO IN ETFS13.1K sharesnew addition2026-03-312026-05-11

OPEN OPENDOOR TECHNOLOGIES14.5K shares0.00%2026-03-312026-05-11

FIDELITY MUNICIPAL MONEYMARKET FIDELITY MUNICIPAL MONEYMARKET37.0K shares-80.94%2026-03-312026-05-11

MONEY MARKET POOL MONEY MARKET POOL11.0K shares-27.57%2026-03-312026-05-11

CYPRESS DEV CORP CYPRESS DEV CORP10.0K shares0.00%2026-03-312026-05-11

GTLL GLOBAL TECHNOLOGIES310.0K shares0.00%2026-03-312026-05-11

Sponsored

LABOR SMART INC LABOR SMART INC28.6K shares0.00%2026-03-312026-05-11

SPDR S&P 500 ETF

133.06%

Shares65.6K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-14.37%

Shares106.5K

Event2026-03-31

Filed2026-05-11

NVIDIA CORP

-12.09%

Shares132.2K

Event2026-03-31

Filed2026-05-11

ALPHABET INC A

-23.40%

Shares67.5K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON.COM INC

-20.26%

Shares69.7K

Event2026-03-31

Filed2026-05-11

BROADCOM LIMITED

14.53%

Shares45.5K

Event2026-03-31

Filed2026-05-11

MERCK & CO INC

-3.64%

Shares116.6K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORPORATION

-15.85%

Shares36.5K

Event2026-03-31

Filed2026-05-11

META PLATFORMS INC

-23.25%

Shares23.4K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & COMPANY

-3.89%

Shares14.2K

Event2026-03-31

Filed2026-05-11

DJ INDUSTRIAL ETF

-10.80%

Shares27.3K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

-12.37%

Shares49.6K

Event2026-03-31

Filed2026-05-11

WMB

WILLIAMS COMPANIES INC

22.22%

Shares166.6K

Event2026-03-31

Filed2026-05-11

EQT CORP COM

208.45%

Shares176.8K

Event2026-03-31

Filed2026-05-11

DUKE ENERGY CORP

New

Shares85.9K

Event2026-03-31

Filed2026-05-11

AEP

AMERICAN ELECTRIC POWER

New

Shares83.2K

Event2026-03-31

Filed2026-05-11

TSM

TAIWAN SEMICONDUCTOR

-15.15%

Shares31.8K

Event2026-03-31

Filed2026-05-11

EATON CORP PLC

4.12%

Shares30.1K

Event2026-03-31

Filed2026-05-11

GOLDMAN SACHS

-43.96%

Shares12.4K

Event2026-03-31

Filed2026-05-11

GILD

GILEAD SCIENCES INC

81.49%

Shares75.3K

Event2026-03-31

Filed2026-05-11

CAT

CATERPILLAR INC

15.52%

Shares14.6K

Event2026-03-31

Filed2026-05-11

GE VERNOVA

-10.93%

Shares10.1K

Event2026-03-31

Filed2026-05-11

CMI

CUMMINS INC

1.14%

Shares16.3K

Event2026-03-31

Filed2026-05-11

WMT

WAL-MART STORES INC

-11.86%

Shares69.2K

Event2026-03-31

Filed2026-05-11

HON

HONEYWELL

2.05%

Shares37.7K

Event2026-03-31

Filed2026-05-11

CITIGROUP INC

-48.02%

Shares74.2K

Event2026-03-31

Filed2026-05-11

DOV

DOVER CORP

1.69%

Shares40.3K

Event2026-03-31

Filed2026-05-11

MTZ

MASTEC INC

New

Shares26.1K

Event2026-03-31

Filed2026-05-11

NOC

NORTHROP GRUMMAN CORP

New

Shares12.2K

Event2026-03-31

Filed2026-05-11

BANK NEW YORK MELLON

-43.42%

Shares68.5K

Event2026-03-31

Filed2026-05-11

STT

STATE STREET CORP

-46.97%

Shares63.5K

Event2026-03-31

Filed2026-05-11

LMT

LOCKHEED MARTIN

New

Shares13.2K

Event2026-03-31

Filed2026-05-11

VERIZON COMMUNICATIONS

876.52%

Shares158.2K

Event2026-03-31

Filed2026-05-11

ROK

ROCKWELL AUTOMATION INC

-8.25%

Shares21.7K

Event2026-03-31

Filed2026-05-11

LAM RESEARCH CORP

-35.24%

Shares35.8K

Event2026-03-31

Filed2026-05-11

OKE

ONEOK INC

New

Shares84.4K

Event2026-03-31

Filed2026-05-11

3M COMPANY

3.01%

Shares47.0K

Event2026-03-31

Filed2026-05-11

NETFLIX INC

39.67%

Shares67.2K

Event2026-03-31

Filed2026-05-11

RTX CORPORATION

New

Shares32.9K

Event2026-03-31

Filed2026-05-11

VANECK AA-BB CLO ETF

-12.66%

Shares122.7K

Event2026-03-31

Filed2026-05-11

TJX

TJX COMPANIES INC

2.90%

Shares38.1K

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD TOTAL STOCK ETF

-19.06%

Shares18.9K

Event2026-03-31

Filed2026-05-11

CCJ

CAMECO CORP

-28.73%

Shares55.7K

Event2026-03-31

Filed2026-05-11

AEE

AMEREN CORP

1661.73%

Shares53.2K

Event2026-03-31

Filed2026-05-11

ALERIAN MLP ETF

1313.38%

Shares102.3K

Event2026-03-31

Filed2026-05-11

AMGN

AMGEN INC

13.02%

Shares14.8K

Event2026-03-31

Filed2026-05-11

WDC

WESTERN DIGITAL CORP

-66.62%

Shares19.0K

Event2026-03-31

Filed2026-05-11

AVUS

AVANTIS US EQUITY ETF

0.09%

Shares45.8K

Event2026-03-31

Filed2026-05-11

KMI

KINDER MORGAN INC

4.44%

Shares146.7K

Event2026-03-31

Filed2026-05-11

SEAGATE TECHNOLOGY

-59.20%

Shares12.4K

Event2026-03-31

Filed2026-05-11

XCEL ENERGY INC

New

Shares60.9K

Event2026-03-31

Filed2026-05-11

NUTRIEN LTD

New

Shares63.9K

Event2026-03-31

Filed2026-05-11

DLR

DIGITAL REALTY TRUST INC

New

Shares25.9K

Event2026-03-31

Filed2026-05-11

ASTRAZENECA PLC ORD

-72.12%

Shares23.6K

Event2026-03-31

Filed2026-05-11

CHUBB LTD

-43.88%

Shares14.1K

Event2026-03-31

Filed2026-05-11

BLOOM ENERGY CORP

-35.99%

Shares33.3K

Event2026-03-31

Filed2026-05-11

MICRON TECHNOLOGY INC

-65.51%

Shares13.4K

Event2026-03-31

Filed2026-05-11

PROLOGIS INC

2.49%

Shares34.1K

Event2026-03-31

Filed2026-05-11

SIEMENS ENERGY AG (ADR)

New

Shares26.2K

Event2026-03-31

Filed2026-05-11

FEDEX CORPORATION

1.15%

Shares12.4K

Event2026-03-31

Filed2026-05-11

VENTAS INC

-0.56%

Shares52.3K

Event2026-03-31

Filed2026-05-11

WELLTOWER INC

New

Shares21.5K

Event2026-03-31

Filed2026-05-11

DIMENSIONAL US HIGH PROFIT ETF

0.84%

Shares114.9K

Event2026-03-31

Filed2026-05-11

REALTY INCOME CORP

New

Shares68.8K

Event2026-03-31

Filed2026-05-11

CONSTELLATION ENERGY

-20.24%

Shares15.0K

Event2026-03-31

Filed2026-05-11

OHI

OMEGA HEALTHCARE INVESTORS

New

Shares94.5K

Event2026-03-31

Filed2026-05-11

WASTE MANAGEMENT

New

Shares17.5K

Event2026-03-31

Filed2026-05-11

TC ENERGY CORP

New

Shares61.0K

Event2026-03-31

Filed2026-05-11

KLAC

KLA CORPORATION

-38.95%

Shares2.5K

Event2026-03-31

Filed2026-05-11

PANW

PALO ALTO NETWORKS INC

-30.43%

Shares22.6K

Event2026-03-31

Filed2026-05-11

PIMCO ACTIVE BOND ETF

0.79%

Shares38.9K

Event2026-03-31

Filed2026-05-11

BINC

ISHARES FLEXIBLE INCOME ACTIVE

0.82%

Shares68.8K

Event2026-03-31

Filed2026-05-11

INTUITIVE SURGICAL

-13.13%

Shares7.3K

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE

-54.58%

Shares22.9K

Event2026-03-31

Filed2026-05-11

BWXT

BWX TECHNOLOGIES CO

-34.64%

Shares15.3K

Event2026-03-31

Filed2026-05-11

HWM

HOWMET AEROSPACE INC

-33.77%

Shares13.5K

Event2026-03-31

Filed2026-05-11

VISTRA CORP

-30.86%

Shares20.5K

Event2026-03-31

Filed2026-05-11

JPMORGAN CHASE & CO

-83.15%

Shares10.2K

Event2026-03-31

Filed2026-05-11

FDT

1ST TR DEVELOPED MKT EX-US ETF

0.08%

Shares34.2K

Event2026-03-31

Filed2026-05-11

CME GROUP INC

-28.45%

Shares10.0K

Event2026-03-31

Filed2026-05-11

NU HOLDINGS LTD

-47.63%

Shares200.8K

Event2026-03-31

Filed2026-05-11

JPMORGAN US QUALITY FACTOR ETF

0.65%

Shares45.8K

Event2026-03-31

Filed2026-05-11

NRG

NRG ENERGY INC

-30.44%

Shares18.8K

Event2026-03-31

Filed2026-05-11

FIRSTCASH HOLDINGS INC

-33.02%

Shares14.3K

Event2026-03-31

Filed2026-05-11

VANGUARD S&P 500

0.73%

Shares4.4K

Event2026-03-31

Filed2026-05-11

NEXTERA ENERGY INC

9.01%

Shares28.0K

Event2026-03-31

Filed2026-05-11

NUVEEN ESG LARGE CAP GROWTH ET

0.03%

Shares27.9K

Event2026-03-31

Filed2026-05-11

SPDR MSCI EAFE STRATEGIC FACTO

1.55%

Shares27.1K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE INC

-66.89%

Shares11.6K

Event2026-03-31

Filed2026-05-11

ABBNY

ABB LTD ADR

-32.80%

Shares30.4K

Event2026-03-31

Filed2026-05-11

VANECK MORNINGSTAR WIDE MOAT

-3.57%

Shares25.1K

Event2026-03-31

Filed2026-05-11

BTSG

BRIGHTSPRING HEALTH SERVICES

-25.81%

Shares56.8K

Event2026-03-31

Filed2026-05-11

FIRST TRUST TECH ALPHA ETF

-1.28%

Shares15.2K

Event2026-03-31

Filed2026-05-11

PARKER HANNIFIN CORP

-65.34%

Shares2.7K

Event2026-03-31

Filed2026-05-11

SRLN

SPDR BLACKSTONE SENIOR LOAN

-51.17%

Shares59.1K

Event2026-03-31

Filed2026-05-11

SNDK

SANDISK CORP

-86.52%

Shares3.7K

Event2026-03-31

Filed2026-05-11

ROLLS ROYCE HOLDING PLC

-45.59%

Shares149.1K

Event2026-03-31

Filed2026-05-11

DEUS

XTRACKERS RUSSELL US MULTI ETF

1.10%

Shares38.0K

Event2026-03-31

Filed2026-05-11

BRAMSHILL MULTI-STRATEGY INCOM

38.41%

Shares346.4K

Event2026-03-31

Filed2026-05-11

PIMCO SENIOR LOAN ACTIVE ETF

-11.30%

Shares45.4K

Event2026-03-31

Filed2026-05-11

EXXON MOBIL CORP

-19.42%

Shares12.7K

Event2026-03-31

Filed2026-05-11

CELESTICA INC

-25.22%

Shares7.6K

Event2026-03-31

Filed2026-05-11

CRS

CARPENTER TECHNOLOGY CORP

-30.64%

Shares5.4K

Event2026-03-31

Filed2026-05-11

JPM PREMIUM EQUITY FUND

124.46%

Shares37.4K

Event2026-03-31

Filed2026-05-11

ALPHABET INC C

-12.82%

Shares7.4K

Event2026-03-31

Filed2026-05-11

MBB

ISHARES TR MBS ETF

0.00%

Shares22.1K

Event2026-03-31

Filed2026-05-11

PYLD

PIMCO TR MULTISECTOR ETF BD AC

1.41%

Shares79.9K

Event2026-03-31

Filed2026-05-11

LQD

ISHARES IB IG CORP BOND

1.36%

Shares19.2K

Event2026-03-31

Filed2026-05-11

HYG

ISHARES IBOXX HY ETF

1.39%

Shares25.6K

Event2026-03-31

Filed2026-05-11

CISCO SYSTEMS INC

-10.27%

Shares26.2K

Event2026-03-31

Filed2026-05-11

WISDOMTREE US MIDCAP ETF

2.09%

Shares29.9K

Event2026-03-31

Filed2026-05-11

FABRINET

-23.38%

Shares3.8K

Event2026-03-31

Filed2026-05-11

FLEXSHARES DEF QUAL DIV ETF

0.16%

Shares24.5K

Event2026-03-31

Filed2026-05-11

VERTIV HOLDINGS LLC CL A

-47.92%

Shares7.7K

Event2026-03-31

Filed2026-05-11

BAE SYSTEMS PLC (ADR)

-25.32%

Shares16.1K

Event2026-03-31

Filed2026-05-11

CROWDSTRIKE HLDGS

-29.70%

Shares4.6K

Event2026-03-31

Filed2026-05-11

FIRST RISING DIVIDEND ACHIEVER

-0.09%

Shares25.9K

Event2026-03-31

Filed2026-05-11

EZPW

EZCORP INC A

-33.05%

Shares66.8K

Event2026-03-31

Filed2026-05-11

GLOBAL X ART INTEL & TECH

-2.13%

Shares35.7K

Event2026-03-31

Filed2026-05-11

ORA

ORMAT TECHNOLOGIES INC

-22.87%

Shares14.2K

Event2026-03-31

Filed2026-05-11

ABT

ABBOTT LABORATORIES

-18.96%

Shares15.1K

Event2026-03-31

Filed2026-05-11

KRATOS DEFENSE & SECURITY

-32.58%

Shares21.4K

Event2026-03-31

Filed2026-05-11

MELI

MERCADOLIBRE INC

-22.72%

Shares857

Event2026-03-31

Filed2026-05-11

DOUBLELINE OPPORTUNISTIC BOND

0.00%

Shares31.9K

Event2026-03-31

Filed2026-05-11

COSTCO WHOLESALE

-11.96%

Shares1.4K

Event2026-03-31

Filed2026-05-11

ENERGY SELECT SPDR

New

Shares22.9K

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD DEVELOPED ETF

-40.99%

Shares21.7K

Event2026-03-31

Filed2026-05-11

SNOW

SNOWFLAKE INC

1.11%

Shares9.2K

Event2026-03-31

Filed2026-05-11

INTU

INTUIT INC

-47.10%

Shares3.0K

Event2026-03-31

Filed2026-05-11

DIMENSIONAL EMERGING CORE ETF

-0.64%

Shares38.3K

Event2026-03-31

Filed2026-05-11

INVESCO FTSE RAFI DEVELOPED

0.47%

Shares29.7K

Event2026-03-31

Filed2026-05-11

COHERENT INC

New

Shares5.4K

Event2026-03-31

Filed2026-05-11

ISHARES EDGE MSCI US QUALITY F

1.41%

Shares6.5K

Event2026-03-31

Filed2026-05-11

BRIDGEBIO PHARMA INC

-26.84%

Shares16.2K

Event2026-03-31

Filed2026-05-11

SPDR PORTFOLIO S&P 1500 COMP

2.78%

Shares15.2K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TRUST ETF

-2.08%

Shares2.0K

Event2026-03-31

Filed2026-05-11

DIMENSIONAL US SMALL CAP

1.80%

Shares16.3K

Event2026-03-31

Filed2026-05-11

TRANE TECHNOLOGIES PLC

-29.29%

Shares2.8K

Event2026-03-31

Filed2026-05-11

PIMCO ENHANCED SHORT MATURITY

28.42%

Shares11.2K

Event2026-03-31

Filed2026-05-11

GS GQG INTL OPPORTUNITIES

-7.51%

Shares43.0K

Event2026-03-31

Filed2026-05-11

ISHARES MSCI INTERNATIONAL Q E

-1.37%

Shares21.7K

Event2026-03-31

Filed2026-05-11

JPMORGAN US VALUE FACTOR ETF

1.52%

Shares20.3K

Event2026-03-31

Filed2026-05-11

GLOBAL X U.S. PREFERRED ETF

5.40%

Shares53.3K

Event2026-03-31

Filed2026-05-11

HYBL

SPDR BLACKSTONE HIGH INCOME

77.05%

Shares34.6K

Event2026-03-31

Filed2026-05-11

FANUC CORPORATION UNSP (ADR)

New

Shares52.2K

Event2026-03-31

Filed2026-05-11

IWM

ISHARES RUSSELL 2000

-19.59%

Shares3.6K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY B

-33.28%

Shares1.8K

Event2026-03-31

Filed2026-05-11

JPST

JPM ULTRA-SHORT INCOME

-22.25%

Shares17.0K

Event2026-03-31

Filed2026-05-11

FTSL

FIRST TRUST SENIOR LOAN ETF

19.69%

Shares18.4K

Event2026-03-31

Filed2026-05-11

USB

US BANCORP

0.00%

Shares15.8K

Event2026-03-31

Filed2026-05-11

SPDR S&P MIDCAP 400 ETF

-39.31%

Shares1.3K

Event2026-03-31

Filed2026-05-11

VWO

VANGUARD EMERGING MARKETS

-23.47%

Shares14.2K

Event2026-03-31

Filed2026-05-11

BOEING CO

-7.70%

Shares3.6K

Event2026-03-31

Filed2026-05-11

RIO

RIO TINTO PLC (ADR)

-92.14%

Shares7.6K

Event2026-03-31

Filed2026-05-11

PRS MIDCAP DIV ARISTO

-3.44%

Shares8.1K

Event2026-03-31

Filed2026-05-11

COCA COLA COMPANY

-12.68%

Shares8.9K

Event2026-03-31

Filed2026-05-11

EMBJ

EMBRAER SA ADR

-65.58%

Shares11.4K

Event2026-03-31

Filed2026-05-11

VANECK BDC INCOME ETF

252.47%

Shares50.1K

Event2026-03-31

Filed2026-05-11

ALIBABA GROUP

-84.62%

Shares5.1K

Event2026-03-31

Filed2026-05-11

ENVX

ENOVIX CORP

-52.31%

Shares122.0K

Event2026-03-31

Filed2026-05-11

SAFRAN SA (ADR)

-81.15%

Shares7.6K

Event2026-03-31

Filed2026-05-11

TECHNOLOGY SPDR ETF

0.73%

Shares4.4K

Event2026-03-31

Filed2026-05-11

JPM DIVERSIFIED RET EM EQUITY

1.75%

Shares9.5K

Event2026-03-31

Filed2026-05-11

SOXX

ISHARES SEMICONDUCTOR ETF

-2.42%

Shares1.7K

Event2026-03-31

Filed2026-05-11

FREEPORT MCMORAN INC

-86.35%

Shares9.6K

Event2026-03-31

Filed2026-05-11

HRDG LVNR INTL EQUITY

-12.21%

Shares19.9K

Event2026-03-31

Filed2026-05-11

TOKYO ELECTRON LTD (ADR)

New

Shares4.5K

Event2026-03-31

Filed2026-05-11

FLEXSHARES HIGH YIELD VALUE

26.22%

Shares13.2K

Event2026-03-31

Filed2026-05-11

PALANTIR TECHNOLOGIES INC

-11.78%

Shares3.6K

Event2026-03-31

Filed2026-05-11

COEUR MINING

-76.30%

Shares27.8K

Event2026-03-31

Filed2026-05-11

SPDR GOLD SHARES ETF

-96.62%

Shares1.2K

Event2026-03-31

Filed2026-05-11

BAC

BANK OF AMERICA CORP

-96.77%

Shares10.3K

Event2026-03-31

Filed2026-05-11

BIDU

BAIDU INC (ADR)

New

Shares4.2K

Event2026-03-31

Filed2026-05-11

AVDE

AVANTIS INTERNATIONAL EQUITY E

1.08%

Shares5.5K

Event2026-03-31

Filed2026-05-11

MITSUBISHI HEAVY INDS LTD (ADR

New

Shares15.4K

Event2026-03-31

Filed2026-05-11

WISDOMTREE U.S. QUALITY DIVIDE

0.02%

Shares4.8K

Event2026-03-31

Filed2026-05-11

SHLD

GLOBAL X DEFENSE TECH ETF

6.68%

Shares5.9K

Event2026-03-31

Filed2026-05-11

SUMITOMO ELECTRIC INDUSTR (ADR

New

Shares7.6K

Event2026-03-31

Filed2026-05-11

TESLA MOTORS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-11

ARISTA NETWORKS

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-11

COREWEAVE

9.36%

Shares5.0K

Event2026-03-31

Filed2026-05-11

PIMCO RAFI DYN MLT-FACT INTL

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-11

QTEC

FIRST TRUST NASDAQ 100 TECH

-2.38%

Shares1.7K

Event2026-03-31

Filed2026-05-11

HOME DEPOT

-78.81%

Shares1.1K

Event2026-03-31

Filed2026-05-11

EATON VANCE HIGH INCOME

1.14%

Shares87.0K

Event2026-03-31

Filed2026-05-11

PACER US CASH COWS 100 ETF

-5.55%

Shares5.8K

Event2026-03-31

Filed2026-05-11

SPDR INDUSTRIAL SELECT

18.11%

Shares2.2K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORPORATION

-11.44%

Shares1.7K

Event2026-03-31

Filed2026-05-11

SPDR UTILITIES ETF

New

Shares7.5K

Event2026-03-31

Filed2026-05-11

JEPQ

JPM NASDAQ EQUITY PREMIUM

New

Shares6.1K

Event2026-03-31

Filed2026-05-11

DFA US CORE EQUITY 1 INST

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-11

IHI CORPORATION (ADR)

New

Shares16.7K

Event2026-03-31

Filed2026-05-11

GPIX

GOLDMAN SACHS S P 500 PRM ETF

New

Shares6.8K

Event2026-03-31

Filed2026-05-11

HEALTH CARE SELECT ETF

-49.25%

Shares2.3K

Event2026-03-31

Filed2026-05-11

MATERIALS SELECT SECTOR

New

Shares6.6K

Event2026-03-31

Filed2026-05-11

EPD

ENTER PRO PARTNERS LP

-14.87%

Shares8.6K

Event2026-03-31

Filed2026-05-11

ITA

ISHARES US AERO & DEF ETF

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-11

LYNAS RARE EARTHS LTD ADR

New

Shares23.7K

Event2026-03-31

Filed2026-05-11

VISA INC

-91.50%

Shares1.0K

Event2026-03-31

Filed2026-05-11

BTCC

GRAYSCALE BTC COV CALL ETF

26.22%

Shares20.2K

Event2026-03-31

Filed2026-05-11

IVE

ISHARES S&P 500 VALUE ETF

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-11

IXN

ISHARES GLOBAL TECH ETF

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-11

INTC

INTEL CORP

-12.48%

Shares6.7K

Event2026-03-31

Filed2026-05-11

IVW

ISHARES S&P 500 GROWTH

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD GROWTH ETF

1.85%

Shares662

Event2026-03-31

Filed2026-05-11

IWO

ISH RUSSELL 2000 GRWTH

-6.56%

Shares897

Event2026-03-31

Filed2026-05-11

OUNZ

VANECK MERK GOLD ETF

9.64%

Shares6.1K

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD VALUE ETF

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-11

AXP

AMERICAN EXPRESS

-95.18%

Shares882

Event2026-03-31

Filed2026-05-11

CCL

CARNIVAL CORP

New

Shares10.0K

Event2026-03-31

Filed2026-05-11

FIDELITY CONTRAFUND

0.00%

Shares11.2K

Event2026-03-31

Filed2026-05-11

WISDOMTREE FLOATING RATE

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-11

FLEXSHARES MORNINGSTAR US IDX

-3.97%

Shares1.0K

Event2026-03-31

Filed2026-05-11

VANECK CLO ETF

-11.41%

Shares4.5K

Event2026-03-31

Filed2026-05-11

MORT

VANECK MORTGAGE REIT INCOME

New

Shares22.9K

Event2026-03-31

Filed2026-05-11

DGRO

ISHARES CORE DIVIDEND GROWTH

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-11

IWY

ISHARES RUSSELL TOP 200

0.11%

Shares906

Event2026-03-31

Filed2026-05-11

ISHARES BROAD US HIGH YIELD ET

0.27%

Shares6.0K

Event2026-03-31

Filed2026-05-11

NEBIUS GROUP N.V. CLASS A

-16.71%

Shares2.1K

Event2026-03-31

Filed2026-05-11

SRE

SEMPRA

New

Shares2.2K

Event2026-03-31

Filed2026-05-11

SPDR BARCLAYS T-BILL ETF

-8.77%

Shares2.3K

Event2026-03-31

Filed2026-05-11

ENERGY TRANSFER EQUITY LP

0.00%

Shares10.8K

Event2026-03-31

Filed2026-05-11

GE AEROSPACE

-46.33%

Shares731

Event2026-03-31

Filed2026-05-11

FINANCIAL SELECT SPDR

-60.99%

Shares4.1K

Event2026-03-31

Filed2026-05-11

VNGRD INTERMED CA TAX EX

2.27%

Shares13.5K

Event2026-03-31

Filed2026-05-11

AMERICAN AIRLS GROUP INC

New

Shares11.0K

Event2026-03-31

Filed2026-05-11

YMAX

YIELDMAX UNIVERSE FO IN ETFS

New

Shares13.1K

Event2026-03-31

Filed2026-05-11

OPEN

OPENDOOR TECHNOLOGIES

0.00%

Shares14.5K

Event2026-03-31

Filed2026-05-11

FIDELITY MUNICIPAL MONEYMARKET

-80.94%

Shares37.0K

Event2026-03-31

Filed2026-05-11

MONEY MARKET POOL

-27.57%

Shares11.0K

Event2026-03-31

Filed2026-05-11

CYPRESS DEV CORP

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-11

GTLL

GLOBAL TECHNOLOGIES

0.00%

Shares310.0K

Event2026-03-31

Filed2026-05-11

LABOR SMART INC

0.00%

Shares28.6K

Event2026-03-31

Filed2026-05-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available