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The Analysis of LAKE STREET PRIVATE WEALTH, LLC's Holdings & P&L

Currently, LAKE STREET PRIVATE WEALTH, LLC holds 270 types of securities in its portfolio with a total value $785.4M. In the most recent quarter, they have increased their positions in CVX (+34.9K shares, valued at $7.2M), MCHI (+81.0K shares, valued at $4.6M), IEMG (+60.9K shares, valued at $4.3M); decreased their positions in N/A (-12.9K shares, valued at $7.4M), N/A (-13.3K shares, valued at $6.4M), NVDA (-31.0K shares, valued at $5.4M); initiated new positions in EWY (+34.0K shares, valued at $4.2M), HOOD (+43.0K shares, valued at $3.0M), N/A (+60.8K shares, valued at $1.7M).

1M P&L

+28.2M+3.98%

3M P&L

-161.9M-18.00%

HY P&L

-152.3M-17.12%

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/A394.6M

55.5%

2Semiconductors43.0M

6.1%

3Consumer Electronics40.1M

5.7%

Top Industries by Stock Count

1N/A122 stocks

49.0%

2Software - Infrastructure7 stocks

2.8%

3Semiconductors6 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS261.7K shares3.82%2026-03-312026-04-13

AAPL APPLE INC158.2K shares-7.05%2026-03-312026-04-13

NVDA NVIDIA CORPORATION218.2K shares-12.44%2026-03-312026-04-13

VUG VANGUARD INDEX FDS81.0K shares2.35%2026-03-312026-04-13

BAR GRANITESHARES GOLD TR407.5K shares0.25%2026-03-312026-04-13

FTSM FIRST TR EXCHANGE-TRADED FD293.6K shares13.12%2026-03-312026-04-13

MSFT MICROSOFT CORP42.7K shares-1.78%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR26.9K shares-32.39%2026-03-312026-04-13

Sponsored

AMZN AMAZON COM INC71.6K shares0.26%2026-03-312026-04-13

PSQO PALMER SQUARE FUNDS TR724.8K shares18.42%2026-03-312026-04-13

IJH ISHARES TR193.6K shares19.09%2026-03-312026-04-13

PYLD PIMCO ETF TR469.9K shares12.19%2026-03-312026-04-13

ALPHABET INC ALPHABET INC40.9K shares-1.62%2026-03-312026-04-13

GSY INVESCO ACTIVELY MANAGED EXC210.3K shares27.81%2026-03-312026-04-13

ALPHABET INC ALPHABET INC36.6K shares-7.01%2026-03-312026-04-13

IJS ISHARES TR85.1K shares-15.73%2026-03-312026-04-13

Sponsored

IEMG ISHARES INC142.4K shares74.85%2026-03-312026-04-13

IJT ISHARES TR68.3K shares-2.57%2026-03-312026-04-13

MCHI ISHARES TR172.2K shares88.89%2026-03-312026-04-13

EWJ ISHARES INC113.6K shares57.39%2026-03-312026-04-13

GS GOLDMAN SACHS GROUP INC10.9K shares1.50%2026-03-312026-04-13

CVX CHEVRON CORPORATION44.3K shares371.65%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO30.5K shares-2.74%2026-03-312026-04-13

EMB ISHARES TR91.6K shares57.22%2026-03-312026-04-13

Sponsored

PLTR PALANTIR TECHNOLOGIES INC56.7K shares2.74%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION8.2K shares-6.98%2026-03-312026-04-13

META META PLATFORMS INC13.8K shares-3.60%2026-03-312026-04-13

ABBV ABBVIE INC34.8K shares-4.48%2026-03-312026-04-13

FTSL FIRST TR EXCHANGE-TRADED FD159.9K shares2.90%2026-03-312026-04-13

RQI COHEN & STEERS QUALITY INCOM583.5K shares3.87%2026-03-312026-04-13

LNG CHENIERE ENERGY INC24.6K shares6.16%2026-03-312026-04-13

BROADCOM INC BROADCOM INC22.2K shares-9.16%2026-03-312026-04-13

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F120.6K shares1.54%2026-03-312026-04-13

UNH UNITEDHEALTH GROUP INC24.7K shares74.27%2026-03-312026-04-13

CRWD CROWDSTRIKE HLDGS INC17.0K shares6.23%2026-03-312026-04-13

NOC NORTHROP GRUMMAN CORP9.6K shares2.97%2026-03-312026-04-13

IVV ISHARES TR9.9K shares0.08%2026-03-312026-04-13

BBUS J P MORGAN EXCHANGE TRADED F53.9K shares3.97%2026-03-312026-04-13

VGK VANGUARD INTL EQUITY INDEX F76.3K shares2.81%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T32.0K shares-5.78%2026-03-312026-04-13

Sponsored

UBER UBER TECHNOLOGIES INC83.7K shares2.12%2026-03-312026-04-13

FDX FEDEX CORP16.7K shares1.61%2026-03-312026-04-13

LLY ELI LILLY & CO6.1K shares-6.95%2026-03-312026-04-13

SNOW SNOWFLAKE INC36.0K shares16.99%2026-03-312026-04-13

BLACKSTONE INC BLACKSTONE INC47.1K shares7.10%2026-03-312026-04-13

ALL ALLSTATE CORP25.6K shares1.85%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS8.6K shares-46.19%2026-03-312026-04-13

AMJB JPMORGAN CHASE FINL CO LLC147.0K shares1.52%2026-03-312026-04-13

Sponsored

TDTT FLEXSHARES TR208.6K shares10.53%2026-03-312026-04-13

JEPQ J P MORGAN EXCHANGE TRADED F84.9K shares5.41%2026-03-312026-04-13

ULTA ULTA BEAUTY INC9.0K shares-9.46%2026-03-312026-04-13

ALPS ETF TR ALPS ETF TR88.6K shares2.43%2026-03-312026-04-13

VST VISTRA CORP30.4K shares114.66%2026-03-312026-04-13

BA BOEING CO23.0K shares373.16%2026-03-312026-04-13

NZF NUVEEN MUN CR INCOME FD366.9K shares16.81%2026-03-312026-04-13

HIMS HIMS & HERS HEALTH INC205.9K shares9.56%2026-03-312026-04-13

Sponsored

FMB FIRST TR EXCH TRADED FD III83.5K shares-7.43%2026-03-312026-04-13

AGG ISHARES TR42.4K shares10.37%2026-03-312026-04-13

EWY ISHARES INC34.0K sharesnew addition2026-03-312026-04-13

VTI VANGUARD INDEX FDS12.3K shares-3.32%2026-03-312026-04-13

AXON AXON ENTERPRISE INC9.2K shares-4.95%2026-03-312026-04-13

MO ALTRIA GROUP INC57.0K shares10.96%2026-03-312026-04-13

V VISA INC12.4K shares-8.74%2026-03-312026-04-13

HYT BLACKROCK CORPOR HI YLD FD I419.5K shares5.11%2026-03-312026-04-13

Sponsored

BAC-PL BANK AMERICA CORP2.9K shares-0.31%2026-03-312026-04-13

FPE FIRST TR EXCH TRADED FD III175.2K shares11.52%2026-03-312026-04-13

HOOD ROBINHOOD MKTS INC43.0K sharesnew addition2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T4.3K shares2.85%2026-03-312026-04-13

LQD ISHARES TR24.6K shares8.30%2026-03-312026-04-13

VO VANGUARD INDEX FDS9.2K shares0.00%2026-03-312026-04-13

IQLT ISHARES TR52.6K shares0.83%2026-03-312026-04-13

MCD MCDONALDS CORP7.6K shares-4.81%2026-03-312026-04-13

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP11.0K shares-7.33%2026-03-312026-04-13

TLT ISHARES TR26.1K shares15.27%2026-03-312026-04-13

TAXX BONDBLOXX ETF TRUST43.1K shares3.06%2026-03-312026-04-13

AMD ADVANCED MICRO DEVICES INC10.2K shares-3.25%2026-03-312026-04-13

WMT WALMART INC16.6K shares-3.34%2026-03-312026-04-13

EELV INVESCO EXCH TRADED FD TR II73.1K shares2.46%2026-03-312026-04-13

PANW PALO ALTO NETWORKS INC12.7K shares-3.40%2026-03-312026-04-13

JPST J P MORGAN EXCHANGE TRADED F40.1K shares7.80%2026-03-312026-04-13

Sponsored

JNJ JOHNSON & JOHNSON8.3K shares-25.85%2026-03-312026-04-13

VWO VANGUARD INTL EQUITY INDEX F35.2K shares50.20%2026-03-312026-04-13

VB VANGUARD INDEX FDS7.0K shares2.27%2026-03-312026-04-13

STWD STARWOOD PPTY TR INC103.5K shares17.96%2026-03-312026-04-13

BAC BANK AMERICA CORP36.3K shares-2.91%2026-03-312026-04-13

JIRE J P MORGAN EXCHANGE TRADED F22.6K shares-1.74%2026-03-312026-04-13

IYW ISHARES TR9.3K shares-1.79%2026-03-312026-04-13

BLACKROCK ETF TRUST BLACKROCK ETF TRUST60.8K sharesnew addition2026-03-312026-04-13

Sponsored

IBM INTERNATIONAL BUSINESS MACHS6.8K shares-0.18%2026-03-312026-04-13

ALLW SSGA ACTIVE TR55.0K sharesnew addition2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS7.4K shares-0.18%2026-03-312026-04-13

SCHB SCHWAB STRATEGIC TR61.2K shares0.00%2026-03-312026-04-13

HON HONEYWELL INTL INC6.7K shares3.56%2026-03-312026-04-13

BITB BITWISE BITCOIN ETF TR39.9K shares29.07%2026-03-312026-04-13

VEA VANGUARD TAX-MANAGED FDS22.3K shares49.83%2026-03-312026-04-13

XOM EXXON MOBIL CORP8.4K shares-5.09%2026-03-312026-04-13

Sponsored

MUST COLUMBIA ETF TR I67.5K shares0.06%2026-03-312026-04-13

TSLA TESLA INC3.6K shares-1.92%2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC26.8K shares-79.32%2026-03-312026-04-13

NFLX NETFLIX INC.13.8K shares-20.79%2026-03-312026-04-13

JGRO J P MORGAN EXCHANGE TRADED F15.6K shares-11.96%2026-03-312026-04-13

COWZ PACER FDS TR20.8K shares2.44%2026-03-312026-04-13

CSQ CALAMOS STRATEGIC TOTAL RETU74.2K shares12.59%2026-03-312026-04-13

VXF VANGUARD INDEX FDS6.1K shares3.20%2026-03-312026-04-13

Sponsored

HD HOME DEPOT INC3.7K shares-26.25%2026-03-312026-04-13

QUAL ISHARES TR6.3K shares-3.12%2026-03-312026-04-13

JBND J P MORGAN EXCHANGE TRADED F22.0K shares10.72%2026-03-312026-04-13

TER TERADYNE INC3.9K shares-13.30%2026-03-312026-04-13

MPW MEDICAL PROPERTIES TRUST INC251.5K shares-0.55%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.4K shares-84.78%2026-03-312026-04-13

ICOW PACER FDS TR26.7K shares5.91%2026-03-312026-04-13

VIOO VANGUARD ADMIRAL FDS INC9.6K shares-2.10%2026-03-312026-04-13

Sponsored

JAVA J P MORGAN EXCHANGE TRADED F15.1K shares-2.95%2026-03-312026-04-13

IBIT ISHARES BITCOIN TRUST ETF28.1K shares35.15%2026-03-312026-04-13

HGER HARBOR ETF TRUST32.5K shares4.83%2026-03-312026-04-13

INTC INTEL CORP21.3K shares-3.71%2026-03-312026-04-13

CALF PACER FDS TR20.8K shares1.58%2026-03-312026-04-13

NTAP NETAPP INC9.1K shares-49.04%2026-03-312026-04-13

BLACKROCK INC BLACKROCK INC966 shares-5.29%2026-03-312026-04-13

QCOM QUALCOMM INC7.0K shares-24.63%2026-03-312026-04-13

Sponsored

FXH FIRST TR EXCHANGE-TRADED FD8.2K shares2.76%2026-03-312026-04-13

SDY SPDR SERIES TRUST6.1K shares0.03%2026-03-312026-04-13

CMDY ISHARES U S ETF TR14.7K shares0.00%2026-03-312026-04-13

XLRE SELECT SECTOR SPDR TR20.7K shares0.60%2026-03-312026-04-13

JGLO J P MORGAN EXCHANGE TRADED F12.9K shares1.94%2026-03-312026-04-13

ITA ISHARES TR3.8K shares-10.55%2026-03-312026-04-13

JCPB J P MORGAN EXCHANGE TRADED F17.6K shares9.00%2026-03-312026-04-13

ARM ARM HOLDINGS PLC5.4K shares-8.10%2026-03-312026-04-13

Sponsored

VBR VANGUARD INDEX FDS3.7K shares0.03%2026-03-312026-04-13

LYB LYONDELLBASELL INDUSTRIES NV10.1K shares-17.44%2026-03-312026-04-13

CSCO CISCO SYS INC10.5K shares-39.53%2026-03-312026-04-13

VGT VANGUARD WORLD FD1.1K shares-7.25%2026-03-312026-04-13

GBCI GLACIER BANCORP INC NEW17.2K shares-2.82%2026-03-312026-04-13

WMB WILLIAMS COS INC10.4K shares-1.87%2026-03-312026-04-13

VTWO VANGUARD SCOTTSDALE FDS7.6K shares0.03%2026-03-312026-04-13

FBT FIRST TR EXCHANGE-TRADED FD3.7K shares0.68%2026-03-312026-04-13

Sponsored

TGT TARGET CORP6.0K shares-0.76%2026-03-312026-04-13

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-13

ASML ASML HLDG NV540 shares-0.18%2026-03-312026-04-13

XLV SELECT SECTOR SPDR TR4.8K shares4.62%2026-03-312026-04-13

OHI OMEGA HEALTHCARE INVS INC15.9K shares0.47%2026-03-312026-04-13

PCMM BONDBLOXX ETF TRUST14.0K shares-6.70%2026-03-312026-04-13

KMI KINDER MORGAN INC DEL19.8K shares-9.46%2026-03-312026-04-13

DIVO AMPLIFY ETF TR14.3K shares17.35%2026-03-312026-04-13

Sponsored

SHOP SHOPIFY INC5.4K shares-1.37%2026-03-312026-04-13

MMM 3M CO4.3K shares-16.68%2026-03-312026-04-13

WELL WELLTOWER INC3.2K shares-8.02%2026-03-312026-04-13

ISHARES GOLD TR ISHARES GOLD TR7.0K shares-0.76%2026-03-312026-04-13

ET ENERGY TRANSFER L P31.9K shares-22.13%2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC5.1K shares-2.29%2026-03-312026-04-13

JEMA J P MORGAN EXCHANGE TRADED F11.7K shares-8.86%2026-03-312026-04-13

NEE NEXTERA ENERGY INC6.4K shares-0.36%2026-03-312026-04-13

Sponsored

JMOM J P MORGAN EXCHANGE TRADED F8.7K shares10.16%2026-03-312026-04-13

BBEU J P MORGAN EXCHANGE TRADED F8.0K shares0.00%2026-03-312026-04-13

VTR VENTAS INC7.0K shares-0.70%2026-03-312026-04-13

EATON CORP PLC EATON CORP PLC1.6K shares-0.45%2026-03-312026-04-13

ABT ABBOTT LABORATORIES5.4K shares12.41%2026-03-312026-04-13

ADP AUTOMATIC DATA PROCESSING IN2.7K shares-37.92%2026-03-312026-04-13

TJX TJX COS INC NEW3.4K shares-36.84%2026-03-312026-04-13

ETHA ISHARES ETHEREUM TR33.3K shares181.52%2026-03-312026-04-13

Sponsored

VCIT VANGUARD SCOTTSDALE FDS6.3K shares1.00%2026-03-312026-04-13

RTX RTX CORPORATION2.7K shares0.00%2026-03-312026-04-13

DE DEERE & CO928 shares-49.81%2026-03-312026-04-13

XLF SELECT SECTOR SPDR TR10.6K shares-2.09%2026-03-312026-04-13

IWR ISHARES TR5.3K shares9.90%2026-03-312026-04-13

CMI CUMMINS INC956 shares0.00%2026-03-312026-04-13

AXP AMERICAN EXPRESS CO1.7K shares-1.64%2026-03-312026-04-13

GLOF ISHARES TR9.5K shares6.98%2026-03-312026-04-13

Sponsored

XLI SELECT SECTOR SPDR TR3.1K shares11.92%2026-03-312026-04-13

SCZ ISHARES TR6.3K shares0.00%2026-03-312026-04-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.7K shares0.00%2026-03-312026-04-13

IWD ISHARES TR2.3K shares0.35%2026-03-312026-04-13

IVW ISHARES TR4.1K shares-1.03%2026-03-312026-04-13

IEFA ISHARES TR5.1K shares2.60%2026-03-312026-04-13

HCA HCA HEALTHCARE INC972 shares-2.21%2026-03-312026-04-13

EMR EMERSON ELEC CO3.5K shares-4.98%2026-03-312026-04-13

Sponsored

ORLY OREILLY AUTOMOTIVE INC4.9K shares-9.59%2026-03-312026-04-13

PH PARKER-HANNIFIN CORP499 shares0.00%2026-03-312026-04-13

VOE VANGUARD INDEX FDS2.4K shares0.04%2026-03-312026-04-13

ORCL ORACLE CORP3.0K shares5.70%2026-03-312026-04-13

XLY SELECT SECTOR SPDR TR4.0K shares1.37%2026-03-312026-04-13

XLE SELECT SECTOR SPDR TR7.0K shares-3.07%2026-03-312026-04-13

VIS VANGUARD WORLD FD1.4K shares1.03%2026-03-312026-04-13

CEG CONSTELLATION ENERGY CORP1.5K shares-1.49%2026-03-312026-04-13

Sponsored

DLR DIGITAL RLTY TR INC2.3K shares0.34%2026-03-312026-04-13

XLC SELECT SECTOR SPDR TR3.8K shares83.85%2026-03-312026-04-13

PG PROCTER & GAMBLE CO2.8K shares-44.94%2026-03-312026-04-13

SLV ISHARES SILVER TR5.8K shares0.42%2026-03-312026-04-13

JIVE J P MORGAN EXCHANGE TRADED F4.6K shares1.45%2026-03-312026-04-13

VOT VANGUARD INDEX FDS1.5K shares0.07%2026-03-312026-04-13

WING WINGSTOP INC2.4K shares22.31%2026-03-312026-04-13

XLK SELECT SECTOR SPDR TR2.8K sharesnew addition2026-03-312026-04-13

Sponsored

SBUX STARBUCKS CORP4.2K shares1.27%2026-03-312026-04-13

FR FIRST INDL RLTY TR INC6.4K shares0.00%2026-03-312026-04-13

IWM ISHARES TR1.5K shares6.52%2026-03-312026-04-13

AMGN AMGEN INC1.0K shares-0.20%2026-03-312026-04-13

DBMF LITMAN GREGORY FDS TR11.9K shares17.32%2026-03-312026-04-13

CSX CSX CORP8.6K shares-1.86%2026-03-312026-04-13

JIG J P MORGAN EXCHANGE TRADED F4.7K shares6.39%2026-03-312026-04-13

KO COCA COLA CO4.6K shares-52.73%2026-03-312026-04-13

Sponsored

SYF SYNCHRONY FINANCIAL4.9K shares-6.18%2026-03-312026-04-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP957 shares2.35%2026-03-312026-04-13

CRWV COREWEAVE INC4.2K shares-2.42%2026-03-312026-04-13

UNP UNION PAC CORP1.3K shares-0.81%2026-03-312026-04-13

XLU SELECT SECTOR SPDR TR7.1K shares18.71%2026-03-312026-04-13

NOBL PROSHARES TR3.0K shares1.00%2026-03-312026-04-13

LULU LULULEMON ATHLETICA INC2.1K shares6.49%2026-03-312026-04-13

EFA ISHARES TR3.2K shares8.39%2026-03-312026-04-13

Sponsored

DHI D R HORTON INC2.3K shares-1.52%2026-03-312026-04-13

PCTY PAYLOCITY HLDG CORP2.9K shares0.00%2026-03-312026-04-13

VYM VANGUARD WHITEHALL FDS2.1K shares0.19%2026-03-312026-04-13

AJG GALLAGHER ARTHUR J & CO1.4K shares0.00%2026-03-312026-04-13

DLN WISDOMTREE TR3.3K shares-94.86%2026-03-312026-04-13

ESGD ISHARES TR3.0K shares1.33%2026-03-312026-04-13

IWF ISHARES TR657 shares-5.06%2026-03-312026-04-13

ACWI ISHARES TR2.0K sharesnew addition2026-03-312026-04-13

Sponsored

PWR QUANTA SVCS INC500 shares0.00%2026-03-312026-04-13

GLD SPDR GOLD TR634 shares-14.09%2026-03-312026-04-13

ZS ZSCALER INC1.9K shares8.96%2026-03-312026-04-13

VDC VANGUARD WORLD FD1.2K shares1.19%2026-03-312026-04-13

VCSH VANGUARD SCOTTSDALE FDS3.3K shares0.58%2026-03-312026-04-13

AMAT APPLIED MATLS INC750 sharesnew addition2026-03-312026-04-13

PKG PACKAGING CORP AMER1.2K shares-0.25%2026-03-312026-04-13

JMUB J P MORGAN EXCHANGE TRADED F5.0K sharesnew addition2026-03-312026-04-13

Sponsored

SCO PROSHARES TR II30.0K sharesnew addition2026-03-312026-04-13

DG DOLLAR GEN CORP2.1K shares0.00%2026-03-312026-04-13

OKLO OKLO INC4.9K sharesnew addition2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP403 shares-65.64%2026-03-312026-04-13

DIS DISNEY WALT CO2.5K shares-3.03%2026-03-312026-04-13

IYY ISHARES TR1.5K shares-0.85%2026-03-312026-04-13

CAT CATERPILLAR INC337 shares-5.60%2026-03-312026-04-13

CTAS CINTAS CORP1.4K shares0.00%2026-03-312026-04-13

Sponsored

PFG PRINCIPAL FINANCIAL GROUP IN2.6K shares-18.61%2026-03-312026-04-13

APH AMPHENOL CORP1.8K shares-1.86%2026-03-312026-04-13

NBIS NEBIUS GROUP N.V.2.3K shares-12.28%2026-03-312026-04-13

HACK AMPLIFY ETF TR3.1K shares-2.38%2026-03-312026-04-13

TMUS T-MOBILE US INC1.1K shares-1.71%2026-03-312026-04-13

DGX QUEST DIAGNOSTICS INC1.2K shares-0.26%2026-03-312026-04-13

LOW LOWES COS INC959 shares-4.39%2026-03-312026-04-13

TXN TEXAS INSTRS INC1.2K shares-32.55%2026-03-312026-04-13

Sponsored

QTEC FIRST TR EXCHANGE-TRADED FD1.0K shares0.00%2026-03-312026-04-13

ARISTA NETWORKS INC ARISTA NETWORKS INC1.8K shares-11.55%2026-03-312026-04-13

NANC TIDAL TRUST I5.2K shares0.00%2026-03-312026-04-13

IWO ISHARES TR694 shares0.00%2026-03-312026-04-13

MNST MONSTER BEVERAGE CORP NEW3.0K shares0.00%2026-03-312026-04-13

FITB FIFTH THIRD BANCORP4.7K shares6.24%2026-03-312026-04-13

SPG SIMON PPTY GROUP INC NEW1.2K shares1.13%2026-03-312026-04-13

EXC EXELON CORP4.4K sharesnew addition2026-03-312026-04-13

Sponsored

URI UNITED RENTALS INC296 shares0.68%2026-03-312026-04-13

MBB ISHARES TR2.2K shares0.45%2026-03-312026-04-13

TMO THERMO FISHER SCIENTIFIC INC430 shares0.47%2026-03-312026-04-13

MCK MCKESSON CORP243 shares-3.19%2026-03-312026-04-13

PSX PHILLIPS 661.2K sharesnew addition2026-03-312026-04-13

BIL SPDR SERIES TRUST2.3K shares0.57%2026-03-312026-04-13

PLD PROLOGIS INC.1.6K sharesnew addition2026-03-312026-04-13

VEU VANGUARD INTL EQUITY INDEX F2.8K shares-88.52%2026-03-312026-04-13

Sponsored

ED CONSOLIDATED EDISON INC1.8K sharesnew addition2026-03-312026-04-13

FCX FREEPORT MCMORAN INC3.5K sharesnew addition2026-03-312026-04-13

PFE PFIZER INC7.3K shares6.75%2026-03-312026-04-13

APLD APPLIED DIGITAL CORP8.4K shares-7.90%2026-03-312026-04-13

LPTH LIGHTPATH TECHNOLOGIES INC20.0K shares100.00%2026-03-312026-04-13

KWEB KRANESHARES TRUST7.0K sharesnew addition2026-03-312026-04-13

RXST RXSIGHT INC30.5K shares114.89%2026-03-312026-04-13

SOFI SOFI TECHNOLOGIES INC11.7K shares39.67%2026-03-312026-04-13

Sponsored

CANOPY GROWTH CORPORATION CANOPY GROWTH CORPORATION115.0K shares27.41%2026-03-312026-04-13

EOSE EOS ENERGY ENTERPRISES INC14.6K shares16.57%2026-03-312026-04-13

OTF BLUE OWL TECHNOLOGY FIN CORP3.2K sharesnew addition2026-03-312026-04-13

ASTRAZENECA PLC ASTRAZENECA PLC56 sharesnew addition2026-03-312026-04-13

PIPER SANDLER COMPANIES PIPER SANDLER COMPANIES116 sharesnew addition2026-03-312026-04-13

SBET SHARPLINK INC100 sharesnew addition2026-03-312026-04-13

VTV

VANGUARD INDEX FDS

3.82%

Shares261.7K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-7.05%

Shares158.2K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

-12.44%

Shares218.2K

Event2026-03-31

Filed2026-04-13

VUG

VANGUARD INDEX FDS

2.35%

Shares81.0K

Event2026-03-31

Filed2026-04-13

BAR

GRANITESHARES GOLD TR

0.25%

Shares407.5K

Event2026-03-31

Filed2026-04-13

FTSM

FIRST TR EXCHANGE-TRADED FD

13.12%

Shares293.6K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

-1.78%

Shares42.7K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

-32.39%

Shares26.9K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

0.26%

Shares71.6K

Event2026-03-31

Filed2026-04-13

PSQO

PALMER SQUARE FUNDS TR

18.42%

Shares724.8K

Event2026-03-31

Filed2026-04-13

IJH

ISHARES TR

19.09%

Shares193.6K

Event2026-03-31

Filed2026-04-13

PYLD

PIMCO ETF TR

12.19%

Shares469.9K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-1.62%

Shares40.9K

Event2026-03-31

Filed2026-04-13

GSY

INVESCO ACTIVELY MANAGED EXC

27.81%

Shares210.3K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-7.01%

Shares36.6K

Event2026-03-31

Filed2026-04-13

IJS

ISHARES TR

-15.73%

Shares85.1K

Event2026-03-31

Filed2026-04-13

IEMG

ISHARES INC

74.85%

Shares142.4K

Event2026-03-31

Filed2026-04-13

IJT

ISHARES TR

-2.57%

Shares68.3K

Event2026-03-31

Filed2026-04-13

MCHI

ISHARES TR

88.89%

Shares172.2K

Event2026-03-31

Filed2026-04-13

EWJ

ISHARES INC

57.39%

Shares113.6K

Event2026-03-31

Filed2026-04-13

GOLDMAN SACHS GROUP INC

1.50%

Shares10.9K

Event2026-03-31

Filed2026-04-13

CVX

CHEVRON CORPORATION

371.65%

Shares44.3K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

-2.74%

Shares30.5K

Event2026-03-31

Filed2026-04-13

EMB

ISHARES TR

57.22%

Shares91.6K

Event2026-03-31

Filed2026-04-13

PLTR

PALANTIR TECHNOLOGIES INC

2.74%

Shares56.7K

Event2026-03-31

Filed2026-04-13

COST

COSTCO WHOLESALE CORPORATION

-6.98%

Shares8.2K

Event2026-03-31

Filed2026-04-13