Sponsored

The Analysis of Lansing Street Advisors's Holdings & P&L

Currently, Lansing Street Advisors holds 150 types of securities in its portfolio with a total value $396.3M. In the most recent quarter, they have increased their positions in CORO (+233.6K shares, valued at $7.5M), VCRB (+61.8K shares, valued at $4.8M), VEA (+44.0K shares, valued at $2.8M); decreased their positions in N/A (-7.6K shares, valued at $4.6M), VUG (-2.6K shares, valued at $1.1M), RPV (-7.6K shares, valued at $811.4K); initiated new positions in CORO (+233.6K shares, valued at $7.5M), GOVT (+114.3K shares, valued at $2.6M), VXF (+9.5K shares, valued at $2.0M).

1M P&L

+10.5M+3.10%

3M P&L

-45.2M-11.46%

HY P&L

-33.2M-8.69%

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/A237.7M

75.2%

2Restaurants26.0M

8.2%

3Consumer Electronics6.0M

1.9%

Top Industries by Stock Count

1N/A78 stocks

56.5%

2Drug Manufacturers - General4 stocks

2.9%

3Semiconductors3 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS104.3K shares-6.81%2026-03-312026-04-28

VCRB VANGUARD MALVERN FDS257.3K shares31.61%2026-03-312026-04-28

MCD MCDONALDS CORP53.3K shares0.25%2026-03-312026-04-28

IVW ISHARES TR143.2K shares0.37%2026-03-312026-04-28

IVE ISHARES TR70.6K shares2.80%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T18.8K shares-3.36%2026-03-312026-04-28

IEMG ISHARES INC160.6K shares22.61%2026-03-312026-04-28

VBR VANGUARD INDEX FDS51.5K shares-0.33%2026-03-312026-04-28

Sponsored

VEA VANGUARD TAX-MANAGED FDS172.0K shares34.41%2026-03-312026-04-28

VUG VANGUARD INDEX FDS25.1K shares-9.40%2026-03-312026-04-28

VTV VANGUARD INDEX FDS48.6K shares0.55%2026-03-312026-04-28

VTI VANGUARD INDEX FDS29.5K shares-7.66%2026-03-312026-04-28

CMG CHIPOTLE MEXICAN GRILL INC296.0K shares-0.03%2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR15.8K shares-2.42%2026-03-312026-04-28

EFV ISHARES TR119.5K shares11.32%2026-03-312026-04-28

CORO BLACKROCK ETF TRUST233.6K sharesnew addition2026-03-312026-04-28

Sponsored

AAPL APPLE INC23.5K shares36.71%2026-03-312026-04-28

FRDM EA SERIES TRUST108.3K shares19.89%2026-03-312026-04-28

QQQM INVESCO EXCH TRADED FD TR II23.8K shares7.19%2026-03-312026-04-28

IWM ISHARES TR19.0K shares-0.52%2026-03-312026-04-28

MSFT MICROSOFT CORP10.5K shares15.10%2026-03-312026-04-28

ALPHABET INC ALPHABET INC13.4K shares1.76%2026-03-312026-04-28

IWB ISHARES TR10.3K shares0.24%2026-03-312026-04-28

DGRW WISDOMTREE TR40.0K shares-1.24%2026-03-312026-04-28

Sponsored

IVV ISHARES TR5.2K shares-2.83%2026-03-312026-04-28

TLH ISHARES TR33.5K shares63.56%2026-03-312026-04-28

VEU VANGUARD INTL EQUITY INDEX F44.7K shares-0.89%2026-03-312026-04-28

BINC BLACKROCK ETF TRUST II61.2K shares52.56%2026-03-312026-04-28

MTZ MASTEC INC8.8K shares0.00%2026-03-312026-04-28

GOVT ISHARES TR114.3K sharesnew addition2026-03-312026-04-28

ECH ISHARES INC65.6K shares17.24%2026-03-312026-04-28

FBTC FIDELITY WISE ORIGIN BITCOIN41.5K shares0.40%2026-03-312026-04-28

Sponsored

DTH WISDOMTREE TR43.8K shares40.11%2026-03-312026-04-28

GLD SPDR GOLD TR5.1K shares0.51%2026-03-312026-04-28

DFAX DIMENSIONAL ETF TRUST64.3K shares0.17%2026-03-312026-04-28

EWZ ISHARES INC55.9K shares27.36%2026-03-312026-04-28

PGEN PRECIGEN INC553.7K shares1.21%2026-03-312026-04-28

MS MORGAN STANLEY12.9K shares-0.08%2026-03-312026-04-28

AMZN AMAZON COM INC10.1K shares13.02%2026-03-312026-04-28

EFG ISHARES TR17.8K shares-1.09%2026-03-312026-04-28

Sponsored

VXF VANGUARD INDEX FDS9.5K sharesnew addition2026-03-312026-04-28

SYSB ISHARES TR21.8K shares117.56%2026-03-312026-04-28

XLG INVESCO EXCHANGE TRADED FD T34.6K shares63.68%2026-03-312026-04-28

MUB ISHARES TR17.3K shares-4.61%2026-03-312026-04-28

NVDA NVIDIA CORPORATION10.1K shares-5.38%2026-03-312026-04-28

INMU BLACKROCK ETF TRUST II70.3K shares78.08%2026-03-312026-04-28

DBA INVESCO DB MULTI-SECTOR COMM59.2K sharesnew addition2026-03-312026-04-28

JNJ JOHNSON & JOHNSON6.2K shares0.45%2026-03-312026-04-28

Sponsored

VIG VANGUARD SPECIALIZED FUNDS6.9K shares-0.86%2026-03-312026-04-28

IBIT ISHARES BITCOIN TRUST ETF38.0K shares3.35%2026-03-312026-04-28

KKR & CO INC KKR & CO INC15.7K shares-0.58%2026-03-312026-04-28

LLY ELI LILLY & CO1.5K shares-12.67%2026-03-312026-04-28

VTEB VANGUARD MUN BD FDS27.5K shares0.01%2026-03-312026-04-28

AMGN AMGEN INC3.9K shares-1.30%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION1.3K shares-2.60%2026-03-312026-04-28

IJS ISHARES TR11.2K shares-2.42%2026-03-312026-04-28

Sponsored

IJH ISHARES TR19.0K shares0.08%2026-03-312026-04-28

SDY SPDR SERIES TRUST8.7K shares-3.41%2026-03-312026-04-28

CB CHUBB LTD SWITZ3.9K shares-13.72%2026-03-312026-04-28

IJR ISHARES TR10.2K shares0.16%2026-03-312026-04-28

META META PLATFORMS INC2.1K shares10.72%2026-03-312026-04-28

BAC BANK AMERICA CORP24.4K shares-5.40%2026-03-312026-04-28

DJP BARCLAYS BANK PLC24.3K sharesnew addition2026-03-312026-04-28

CEG CONSTELLATION ENERGY CORP4.2K shares0.00%2026-03-312026-04-28

Sponsored

AMD ADVANCED MICRO DEVICES INC5.3K shares0.02%2026-03-312026-04-28

IETC ISHARES U S ETF TR12.1K shares-1.02%2026-03-312026-04-28

DVN DEVON ENERGY CORP NEW20.1K sharesnew addition2026-03-312026-04-28

OEF ISHARES TR3.2K shares45.79%2026-03-312026-04-28

IUSV ISHARES TR9.6K shares-4.88%2026-03-312026-04-28

TSLA TESLA INC2.6K shares-34.36%2026-03-312026-04-28

MTUM ISHARES TR4.0K shares-0.30%2026-03-312026-04-28

RPV INVESCO EXCHANGE TRADED FD T9.0K shares-45.71%2026-03-312026-04-28

Sponsored

HD HOME DEPOT INC2.9K shares3.39%2026-03-312026-04-28

EFA ISHARES TR9.2K shares-10.46%2026-03-312026-04-28

CTAS CINTAS CORP5.1K shares2.14%2026-03-312026-04-28

GS GOLDMAN SACHS GROUP INC1.0K shares-3.04%2026-03-312026-04-28

EMGF ISHARES INC14.2K shares-0.12%2026-03-312026-04-28

ASML ASML HLDG NV614 shares0.00%2026-03-312026-04-28

SPYV SPDR SERIES TRUST14.3K shares0.30%2026-03-312026-04-28

IUSB ISHARES TR16.7K shares5.71%2026-03-312026-04-28

Sponsored

BROADCOM INC BROADCOM INC2.4K shares0.04%2026-03-312026-04-28

XOM EXXON MOBIL CORP4.3K shares0.23%2026-03-312026-04-28

FID FIRST TR EXCHANGE TRADED FD33.9K shares6.29%2026-03-312026-04-28

ADEA ADEIA INC29.2K sharesnew addition2026-03-312026-04-28

JPM JPMORGAN CHASE & CO2.4K shares-9.02%2026-03-312026-04-28

ISRG INTUITIVE SURGICAL INC1.5K shares11.64%2026-03-312026-04-28

AXP AMERICAN EXPRESS CO2.1K shares51.56%2026-03-312026-04-28

WY WEYERHAEUSER CO26.2K sharesnew addition2026-03-312026-04-28

Sponsored

BMY BRISTOL-MYERS SQUIBB CO10.5K shares2.80%2026-03-312026-04-28

ALPHABET INC ALPHABET INC2.2K shares-44.94%2026-03-312026-04-28

EXC EXELON CORP12.6K shares-0.38%2026-03-312026-04-28

SPTL SPDR SERIES TRUST22.6K shares-0.06%2026-03-312026-04-28

IEV ISHARES TR8.6K shares5.60%2026-03-312026-04-28

PH PARKER-HANNIFIN CORP643 shares-20.52%2026-03-312026-04-28

WMT WALMART INC4.6K shares0.31%2026-03-312026-04-28

HYD VANECK ETF TRUST10.6K shares-15.19%2026-03-312026-04-28

Sponsored

MCO MOODYS CORP1.2K shares0.84%2026-03-312026-04-28

RTX RTX CORPORATION2.7K shares0.34%2026-03-312026-04-28

NFLX NETFLIX INC.5.3K sharesnew addition2026-03-312026-04-28

IBM INTERNATIONAL BUSINESS MACHS2.1K shares23.71%2026-03-312026-04-28

MERCK & CO INC MERCK & CO INC4.1K shares0.57%2026-03-312026-04-28

SEIC SEI INVTS CO6.3K shares0.00%2026-03-312026-04-28

QUAL ISHARES TR2.5K shares0.24%2026-03-312026-04-28

IGV ISHARES TR5.8K sharesnew addition2026-03-312026-04-28

Sponsored

CITIGROUP INC CITIGROUP INC4.0K shares5.51%2026-03-312026-04-28

KLAC KLA CORP295 sharesnew addition2026-03-312026-04-28

NOBL PROSHARES TR3.9K shares0.47%2026-03-312026-04-28

IVLU ISHARES TR10.2K shares46.63%2026-03-312026-04-28

OIH VANECK ETF TRUST970 sharesnew addition2026-03-312026-04-28

VXUS VANGUARD STAR FDS4.9K shares-3.86%2026-03-312026-04-28

SCHZ SCHWAB STRATEGIC TR16.3K shares0.59%2026-03-312026-04-28

ETHA ISHARES ETHEREUM TR22.5K shares0.02%2026-03-312026-04-28

Sponsored

UNH UNITEDHEALTH GROUP INC1.3K shares-6.08%2026-03-312026-04-28

UPS UNITED PARCEL SVCS INC3.5K shares1.43%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL712 shares-15.14%2026-03-312026-04-28

ISCV ISHARES TR4.9K shares0.21%2026-03-312026-04-28

CSCO CISCO SYS INC4.3K shares-5.12%2026-03-312026-04-28

MPC MARATHON PETE CORP1.4K sharesnew addition2026-03-312026-04-28

HYMB SPDR SERIES TRUST12.5K sharesnew addition2026-03-312026-04-28

GE AEROSPACE GE AEROSPACE1.1K shares3.15%2026-03-312026-04-28

Sponsored

PEP PEPSICO INC2.0K shares2.18%2026-03-312026-04-28

IWF ISHARES TR662 shares0.00%2026-03-312026-04-28

IWD ISHARES TR1.3K shares0.38%2026-03-312026-04-28

UFO PROCURE ETF TRUST II6.1K sharesnew addition2026-03-312026-04-28

ISVL ISHARES TR5.6K sharesnew addition2026-03-312026-04-28

SCHD SCHWAB STRATEGIC TR8.8K shares-16.00%2026-03-312026-04-28

VHT VANGUARD WORLD FD985 shares-3.24%2026-03-312026-04-28

WSFS WSFS FINL CORP4.1K shares0.27%2026-03-312026-04-28

Sponsored

BLACKROCK INC BLACKROCK INC273 shares9.20%2026-03-312026-04-28

GSL GLOBAL SHIP LEASE INC6.8K shares1.60%2026-03-312026-04-28

HON HONEYWELL INTL INC1.1K shares0.73%2026-03-312026-04-28

VZ VERIZON COMMUNICATIONS INC4.9K sharesnew addition2026-03-312026-04-28

GEV GE VERNOVA INC281 sharesnew addition2026-03-312026-04-28

BSV VANGUARD BD INDEX FDS3.1K sharesnew addition2026-03-312026-04-28

VYM VANGUARD WHITEHALL FDS1.6K shares0.61%2026-03-312026-04-28

UNP UNION PAC CORP981 shares-7.37%2026-03-312026-04-28

Sponsored

HYG ISHARES TR3.0K sharesnew addition2026-03-312026-04-28

GLDM WORLD GOLD TR2.5K shares0.00%2026-03-312026-04-28

V VISA INC757 shares-11.15%2026-03-312026-04-28

NEE NEXTERA ENERGY INC2.5K sharesnew addition2026-03-312026-04-28

PG PROCTER & GAMBLE CO1.6K sharesnew addition2026-03-312026-04-28

SUB ISHARES TR2.1K shares0.38%2026-03-312026-04-28

IWR ISHARES TR2.3K shares0.13%2026-03-312026-04-28

DIS DISNEY WALT CO2.3K shares-14.48%2026-03-312026-04-28

Sponsored

TXN TEXAS INSTRS INC1.1K sharesnew addition2026-03-312026-04-28

EPD ENTERPRISE PRODS PARTNERS L5.7K sharesnew addition2026-03-312026-04-28

ISHARES GOLD TR ISHARES GOLD TR2.4K sharesnew addition2026-03-312026-04-28

LMT LOCKHEED MARTIN CORP338 sharesnew addition2026-03-312026-04-28

PNC PNC FINL SVCS GROUP INC978 sharesnew addition2026-03-312026-04-28

HTZ HERTZ GLOBAL HLDGS INC10.2K shares0.00%2026-03-312026-04-28

VANGUARD INDEX FDS

-6.81%

Shares104.3K

Event2026-03-31

Filed2026-04-28

VCRB

VANGUARD MALVERN FDS

31.61%

Shares257.3K

Event2026-03-31

Filed2026-04-28

MCD

MCDONALDS CORP

0.25%

Shares53.3K

Event2026-03-31

Filed2026-04-28

IVW

ISHARES TR

0.37%

Shares143.2K

Event2026-03-31

Filed2026-04-28

IVE

ISHARES TR

2.80%

Shares70.6K

Event2026-03-31

Filed2026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

-3.36%

Shares18.8K

Event2026-03-31

Filed2026-04-28

IEMG

ISHARES INC

22.61%

Shares160.6K

Event2026-03-31

Filed2026-04-28

VBR

VANGUARD INDEX FDS

-0.33%

Shares51.5K

Event2026-03-31

Filed2026-04-28

VEA

VANGUARD TAX-MANAGED FDS

34.41%

Shares172.0K

Event2026-03-31

Filed2026-04-28

VUG

VANGUARD INDEX FDS

-9.40%

Shares25.1K

Event2026-03-31

Filed2026-04-28

VTV

VANGUARD INDEX FDS

0.55%

Shares48.6K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

-7.66%

Shares29.5K

Event2026-03-31

Filed2026-04-28

CMG

CHIPOTLE MEXICAN GRILL INC

-0.03%

Shares296.0K

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR

-2.42%

Shares15.8K

Event2026-03-31

Filed2026-04-28

EFV

ISHARES TR

11.32%

Shares119.5K

Event2026-03-31

Filed2026-04-28

CORO

BLACKROCK ETF TRUST

New

Shares233.6K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

36.71%

Shares23.5K

Event2026-03-31

Filed2026-04-28

FRDM

EA SERIES TRUST

19.89%

Shares108.3K

Event2026-03-31

Filed2026-04-28

QQQM

INVESCO EXCH TRADED FD TR II

7.19%

Shares23.8K

Event2026-03-31

Filed2026-04-28

IWM

ISHARES TR

-0.52%

Shares19.0K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

15.10%

Shares10.5K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

1.76%

Shares13.4K

Event2026-03-31

Filed2026-04-28

IWB

ISHARES TR

0.24%

Shares10.3K

Event2026-03-31

Filed2026-04-28

DGRW

WISDOMTREE TR

-1.24%

Shares40.0K

Event2026-03-31

Filed2026-04-28

IVV

ISHARES TR

-2.83%

Shares5.2K

Event2026-03-31

Filed2026-04-28

TLH

ISHARES TR

63.56%

Shares33.5K

Event2026-03-31

Filed2026-04-28

VEU

VANGUARD INTL EQUITY INDEX F

-0.89%

Shares44.7K

Event2026-03-31

Filed2026-04-28

BINC

BLACKROCK ETF TRUST II

52.56%

Shares61.2K

Event2026-03-31

Filed2026-04-28

MTZ

MASTEC INC

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-28

GOVT

ISHARES TR

New

Shares114.3K

Event2026-03-31

Filed2026-04-28

ECH

ISHARES INC

17.24%

Shares65.6K

Event2026-03-31

Filed2026-04-28

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.40%

Shares41.5K

Event2026-03-31

Filed2026-04-28

DTH

WISDOMTREE TR

40.11%

Shares43.8K

Event2026-03-31

Filed2026-04-28

GLD

SPDR GOLD TR

0.51%

Shares5.1K

Event2026-03-31

Filed2026-04-28

DFAX

DIMENSIONAL ETF TRUST

0.17%

Shares64.3K

Event2026-03-31

Filed2026-04-28

EWZ

ISHARES INC

27.36%

Shares55.9K

Event2026-03-31

Filed2026-04-28

PGEN

PRECIGEN INC

1.21%

Shares553.7K

Event2026-03-31

Filed2026-04-28

MORGAN STANLEY

-0.08%

Shares12.9K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

13.02%

Shares10.1K

Event2026-03-31

Filed2026-04-28

EFG

ISHARES TR

-1.09%

Shares17.8K

Event2026-03-31

Filed2026-04-28

VXF

VANGUARD INDEX FDS

New

Shares9.5K

Event2026-03-31

Filed2026-04-28

SYSB

ISHARES TR

117.56%

Shares21.8K

Event2026-03-31

Filed2026-04-28

XLG

INVESCO EXCHANGE TRADED FD T

63.68%

Shares34.6K

Event2026-03-31

Filed2026-04-28

MUB

ISHARES TR

-4.61%

Shares17.3K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

-5.38%

Shares10.1K

Event2026-03-31

Filed2026-04-28

INMU

BLACKROCK ETF TRUST II

78.08%

Shares70.3K

Event2026-03-31

Filed2026-04-28

DBA

INVESCO DB MULTI-SECTOR COMM

New

Shares59.2K

Event2026-03-31

Filed2026-04-28

JNJ

JOHNSON & JOHNSON

0.45%

Shares6.2K

Event2026-03-31

Filed2026-04-28

VIG

VANGUARD SPECIALIZED FUNDS

-0.86%

Shares6.9K

Event2026-03-31

Filed2026-04-28

IBIT

ISHARES BITCOIN TRUST ETF

3.35%

Shares38.0K

Event2026-03-31

Filed2026-04-28

KKR & CO INC

-0.58%

Shares15.7K

Event2026-03-31

Filed2026-04-28

LLY

ELI LILLY & CO

-12.67%

Shares1.5K

Event2026-03-31

Filed2026-04-28

VTEB

VANGUARD MUN BD FDS

0.01%

Shares27.5K

Event2026-03-31

Filed2026-04-28

AMGN

AMGEN INC

-1.30%

Shares3.9K

Event2026-03-31

Filed2026-04-28

COST

COSTCO WHOLESALE CORPORATION

-2.60%

Shares1.3K

Event2026-03-31

Filed2026-04-28

IJS

ISHARES TR

-2.42%

Shares11.2K

Event2026-03-31

Filed2026-04-28

IJH

ISHARES TR

0.08%

Shares19.0K

Event2026-03-31

Filed2026-04-28

SDY

SPDR SERIES TRUST

-3.41%

Shares8.7K

Event2026-03-31

Filed2026-04-28

CHUBB LTD SWITZ

-13.72%

Shares3.9K

Event2026-03-31

Filed2026-04-28

IJR

ISHARES TR

0.16%

Shares10.2K

Event2026-03-31

Filed2026-04-28

META

META PLATFORMS INC

10.72%

Shares2.1K

Event2026-03-31

Filed2026-04-28

BAC

BANK AMERICA CORP

-5.40%

Shares24.4K

Event2026-03-31

Filed2026-04-28

DJP

BARCLAYS BANK PLC

New

Shares24.3K

Event2026-03-31

Filed2026-04-28

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-28

AMD

ADVANCED MICRO DEVICES INC

0.02%

Shares5.3K

Event2026-03-31

Filed2026-04-28

IETC

ISHARES U S ETF TR

-1.02%

Shares12.1K

Event2026-03-31

Filed2026-04-28

DVN

DEVON ENERGY CORP NEW

New

Shares20.1K

Event2026-03-31

Filed2026-04-28

OEF

ISHARES TR

45.79%

Shares3.2K

Event2026-03-31

Filed2026-04-28

IUSV

ISHARES TR

-4.88%

Shares9.6K

Event2026-03-31

Filed2026-04-28

TSLA

TESLA INC

-34.36%

Shares2.6K

Event2026-03-31

Filed2026-04-28

MTUM

ISHARES TR

-0.30%

Shares4.0K

Event2026-03-31

Filed2026-04-28

RPV

INVESCO EXCHANGE TRADED FD T

-45.71%

Shares9.0K

Event2026-03-31

Filed2026-04-28

HOME DEPOT INC

3.39%

Shares2.9K

Event2026-03-31

Filed2026-04-28

EFA

ISHARES TR

-10.46%

Shares9.2K

Event2026-03-31

Filed2026-04-28

CTAS

CINTAS CORP

2.14%

Shares5.1K

Event2026-03-31

Filed2026-04-28

GOLDMAN SACHS GROUP INC

-3.04%

Shares1.0K

Event2026-03-31

Filed2026-04-28

EMGF

ISHARES INC

-0.12%

Shares14.2K

Event2026-03-31

Filed2026-04-28

ASML

ASML HLDG NV

0.00%

Shares614

Event2026-03-31

Filed2026-04-28

SPYV

SPDR SERIES TRUST

0.30%

Shares14.3K

Event2026-03-31

Filed2026-04-28

IUSB

ISHARES TR

5.71%

Shares16.7K

Event2026-03-31

Filed2026-04-28

BROADCOM INC

0.04%

Shares2.4K

Event2026-03-31

Filed2026-04-28

XOM

EXXON MOBIL CORP

0.23%

Shares4.3K

Event2026-03-31

Filed2026-04-28

FID

FIRST TR EXCHANGE TRADED FD

6.29%

Shares33.9K

Event2026-03-31

Filed2026-04-28

ADEA

ADEIA INC

New

Shares29.2K

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO

-9.02%

Shares2.4K

Event2026-03-31

Filed2026-04-28

ISRG

INTUITIVE SURGICAL INC

11.64%

Shares1.5K

Event2026-03-31

Filed2026-04-28

AXP

AMERICAN EXPRESS CO

51.56%

Shares2.1K

Event2026-03-31

Filed2026-04-28

WEYERHAEUSER CO

New

Shares26.2K

Event2026-03-31

Filed2026-04-28

BMY

BRISTOL-MYERS SQUIBB CO

2.80%

Shares10.5K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-44.94%

Shares2.2K

Event2026-03-31

Filed2026-04-28

EXC

EXELON CORP

-0.38%

Shares12.6K

Event2026-03-31

Filed2026-04-28

SPTL

SPDR SERIES TRUST

-0.06%

Shares22.6K

Event2026-03-31

Filed2026-04-28

IEV

ISHARES TR

5.60%

Shares8.6K

Event2026-03-31

Filed2026-04-28

PARKER-HANNIFIN CORP

-20.52%

Shares643

Event2026-03-31

Filed2026-04-28

WMT

WALMART INC

0.31%

Shares4.6K

Event2026-03-31

Filed2026-04-28

HYD

VANECK ETF TRUST

-15.19%

Shares10.6K

Event2026-03-31

Filed2026-04-28

MCO

MOODYS CORP

0.84%

Shares1.2K

Event2026-03-31

Filed2026-04-28

RTX

RTX CORPORATION

0.34%

Shares2.7K

Event2026-03-31

Filed2026-04-28

NFLX

NETFLIX INC.

New

Shares5.3K

Event2026-03-31

Filed2026-04-28

IBM

INTERNATIONAL BUSINESS MACHS

23.71%

Shares2.1K

Event2026-03-31

Filed2026-04-28

MERCK & CO INC

0.57%

Shares4.1K

Event2026-03-31

Filed2026-04-28

SEIC

SEI INVTS CO

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-28

QUAL

ISHARES TR

0.24%

Shares2.5K

Event2026-03-31

Filed2026-04-28

IGV

ISHARES TR

New

Shares5.8K

Event2026-03-31

Filed2026-04-28

CITIGROUP INC

5.51%

Shares4.0K

Event2026-03-31

Filed2026-04-28

KLAC

KLA CORP

New

Shares295

Event2026-03-31

Filed2026-04-28

NOBL

PROSHARES TR

0.47%

Shares3.9K

Event2026-03-31

Filed2026-04-28

IVLU

ISHARES TR

46.63%

Shares10.2K

Event2026-03-31

Filed2026-04-28

OIH

VANECK ETF TRUST

New

Shares970

Event2026-03-31

Filed2026-04-28

VXUS

VANGUARD STAR FDS

-3.86%

Shares4.9K

Event2026-03-31

Filed2026-04-28

SCHZ

SCHWAB STRATEGIC TR

0.59%

Shares16.3K

Event2026-03-31

Filed2026-04-28

ETHA

ISHARES ETHEREUM TR

0.02%

Shares22.5K

Event2026-03-31

Filed2026-04-28

UNH

UNITEDHEALTH GROUP INC

-6.08%

Shares1.3K

Event2026-03-31

Filed2026-04-28

UPS

UNITED PARCEL SVCS INC

1.43%

Shares3.5K

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

-15.14%

Shares712

Event2026-03-31

Filed2026-04-28

ISCV

ISHARES TR

0.21%

Shares4.9K

Event2026-03-31

Filed2026-04-28

CSCO

CISCO SYS INC

-5.12%

Shares4.3K

Event2026-03-31

Filed2026-04-28

MPC

MARATHON PETE CORP

New

Shares1.4K

Event2026-03-31

Filed2026-04-28

HYMB

SPDR SERIES TRUST

New

Shares12.5K

Event2026-03-31

Filed2026-04-28

GE AEROSPACE

3.15%

Shares1.1K

Event2026-03-31

Filed2026-04-28

PEP

PEPSICO INC

2.18%

Shares2.0K

Event2026-03-31

Filed2026-04-28

IWF

ISHARES TR

0.00%

Shares662

Event2026-03-31

Filed2026-04-28

IWD

ISHARES TR

0.38%

Shares1.3K

Event2026-03-31

Filed2026-04-28

UFO

PROCURE ETF TRUST II

New

Shares6.1K

Event2026-03-31

Filed2026-04-28

ISVL

ISHARES TR

New

Shares5.6K

Event2026-03-31

Filed2026-04-28

SCHD

SCHWAB STRATEGIC TR

-16.00%

Shares8.8K

Event2026-03-31

Filed2026-04-28

VHT

VANGUARD WORLD FD

-3.24%

Shares985

Event2026-03-31

Filed2026-04-28

WSFS

WSFS FINL CORP

0.27%

Shares4.1K

Event2026-03-31

Filed2026-04-28

BLACKROCK INC

9.20%

Shares273

Event2026-03-31

Filed2026-04-28

GSL

GLOBAL SHIP LEASE INC

1.60%

Shares6.8K

Event2026-03-31

Filed2026-04-28

HON

HONEYWELL INTL INC

0.73%

Shares1.1K

Event2026-03-31

Filed2026-04-28

VERIZON COMMUNICATIONS INC

New

Shares4.9K

Event2026-03-31

Filed2026-04-28

GEV

GE VERNOVA INC

New

Shares281

Event2026-03-31

Filed2026-04-28

BSV

VANGUARD BD INDEX FDS

New

Shares3.1K

Event2026-03-31

Filed2026-04-28

VYM

VANGUARD WHITEHALL FDS

0.61%

Shares1.6K

Event2026-03-31

Filed2026-04-28

UNP

UNION PAC CORP

-7.37%

Shares981

Event2026-03-31

Filed2026-04-28

HYG

ISHARES TR

New

Shares3.0K

Event2026-03-31

Filed2026-04-28

GLDM

WORLD GOLD TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-28

VISA INC

-11.15%

Shares757

Event2026-03-31

Filed2026-04-28

NEE

NEXTERA ENERGY INC

New

Shares2.5K

Event2026-03-31

Filed2026-04-28

PROCTER & GAMBLE CO

New

Shares1.6K

Event2026-03-31

Filed2026-04-28

SUB

ISHARES TR

0.38%

Shares2.1K

Event2026-03-31

Filed2026-04-28

IWR

ISHARES TR

0.13%

Shares2.3K

Event2026-03-31

Filed2026-04-28

DIS

DISNEY WALT CO

-14.48%

Shares2.3K

Event2026-03-31

Filed2026-04-28

TXN

TEXAS INSTRS INC

New

Shares1.1K

Event2026-03-31

Filed2026-04-28

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares5.7K

Event2026-03-31

Filed2026-04-28

ISHARES GOLD TR

New

Shares2.4K

Event2026-03-31

Filed2026-04-28

LMT

LOCKHEED MARTIN CORP

New

Shares338

Event2026-03-31

Filed2026-04-28

PNC

PNC FINL SVCS GROUP INC

New

Shares978

Event2026-03-31

Filed2026-04-28

HTZ

HERTZ GLOBAL HLDGS INC

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

AAPL Put PutAPPLE INC3.3K shares0.00%2026-03-312026-04-28

AAPL Put

APPLE INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-28