The Analysis of LAUREL OAK WEALTH MANAGEMENT, LLC's Holdings & P&L


Currently, LAUREL OAK WEALTH MANAGEMENT, LLC holds 360 types of securities in its portfolio with a total value $595.5M. In the most recent quarter, they have increased their positions in VT (+69.0K shares, valued at $9.5M), HEGD (+265.4K shares, valued at $6.6M), DIVO (+117.9K shares, valued at $5.3M); decreased their positions in SPYV (-61.4K shares, valued at $3.5M), VUG (-6.7K shares, valued at $2.9M), IEF (-30.0K shares, valued at $2.9M); initiated new positions in LASR (+37.5K shares, valued at $2.1M), AEHR (+38.7K shares, valued at $1.4M), TXUE (+17.8K shares, valued at $572.7K).


1M P&L
+7.8M+1.32%
3M P&L
+9.4M+1.58%
HY P&L
-142.0M-19.05%

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/A328.2M
59.8%
2Consumer Electronics43.2M
7.9%
3Semiconductors31.5M
5.7%

Top Industries by Stock Count

1N/A189 stocks
56.4%
2Drug Manufacturers - General9 stocks
2.7%
3Semiconductors7 stocks
2.1%
Stock Holdings
AAPL
APPLE INC
2.80%
Shares167.6K
Event2026-03-31
Filed2026-04-21
NVDA
NVIDIA CORPORATION
-3.20%
Shares144.4K
Event2026-03-31
Filed2026-04-21
VT
VANGUARD INTL EQUITY INDEX F
91.08%
Shares144.7K
Event2026-03-31
Filed2026-04-21
VUG
VANGUARD INDEX FDS
-14.80%
Shares38.4K
Event2026-03-31
Filed2026-04-21
AMZN
AMAZON COM INC
3.20%
Shares79.8K
Event2026-03-31
Filed2026-04-21
ALPHABET INC
ALPHABET INC
1.13%
Shares57.1K
Event2026-03-31
Filed2026-04-21
MSFT
MICROSOFT CORP
4.63%
Shares33.7K
Event2026-03-31
Filed2026-04-21
HEGD
LISTED FDS TR
118.96%
Shares488.5K
Event2026-03-31
Filed2026-04-21
JPM
JPMORGAN CHASE & CO
9.34%
Shares39.2K
Event2026-03-31
Filed2026-04-21
SPYV
SPDR SERIES TRUST
-23.44%
Shares200.5K
Event2026-03-31
Filed2026-04-21
VIG
VANGUARD SPECIALIZED FUNDS
4.72%
Shares48.0K
Event2026-03-31
Filed2026-04-21
DIVO
AMPLIFY ETF TR
106.72%
Shares228.3K
Event2026-03-31
Filed2026-04-21
VYM
VANGUARD WHITEHALL FDS
-8.07%
Shares65.0K
Event2026-03-31
Filed2026-04-21
IEF
ISHARES TR
-23.99%
Shares95.1K
Event2026-03-31
Filed2026-04-21
VGT
VANGUARD WORLD FD
2.17%
Shares12.9K
Event2026-03-31
Filed2026-04-21
SPY
STATE STR SPDR S&P 500 ETF T
-2.84%
Shares13.0K
Event2026-03-31
Filed2026-04-21
META
META PLATFORMS INC
38.28%
Shares14.7K
Event2026-03-31
Filed2026-04-21
BND
VANGUARD BD INDEX FDS
-1.35%
Shares113.5K
Event2026-03-31
Filed2026-04-21
ALPHABET INC
ALPHABET INC
1.26%
Shares28.6K
Event2026-03-31
Filed2026-04-21
IVV
ISHARES TR
-0.23%
Shares12.0K
Event2026-03-31
Filed2026-04-21
BALT
INNOVATOR ETFS TRUST
120.88%
Shares221.4K
Event2026-03-31
Filed2026-04-21
VTEB
VANGUARD MUN BD FDS
9.99%
Shares142.4K
Event2026-03-31
Filed2026-04-21
GLD
SPDR GOLD TR
-2.00%
Shares15.7K
Event2026-03-31
Filed2026-04-21
TSLA
TESLA INC
6.22%
Shares17.5K
Event2026-03-31
Filed2026-04-21
INVESCO QQQ TR
INVESCO QQQ TR
-4.07%
Shares11.0K
Event2026-03-31
Filed2026-04-21
VXUS
VANGUARD STAR FDS
-0.44%
Shares69.3K
Event2026-03-31
Filed2026-04-21
DVY
ISHARES TR
-0.23%
Shares34.6K
Event2026-03-31
Filed2026-04-21
IHDG
WISDOMTREE TR
-30.45%
Shares106.8K
Event2026-03-31
Filed2026-04-21
XOM
EXXON MOBIL CORP
-23.42%
Shares28.5K
Event2026-03-31
Filed2026-04-21
VB
VANGUARD INDEX FDS
0.75%
Shares17.4K
Event2026-03-31
Filed2026-04-21
JNJ
JOHNSON & JOHNSON
-7.37%
Shares18.4K
Event2026-03-31
Filed2026-04-21
SPYM
SPDR SERIES TRUST
-33.36%
Shares58.5K
Event2026-03-31
Filed2026-04-21
CVX
CHEVRON CORPORATION
3.36%
Shares20.3K
Event2026-03-31
Filed2026-04-21
GRNY
TIDAL TRUST I
137.82%
Shares173.2K
Event2026-03-31
Filed2026-04-21
VTI
VANGUARD INDEX FDS
1.81%
Shares12.8K
Event2026-03-31
Filed2026-04-21
LLY
ELI LILLY & CO
2.74%
Shares3.9K
Event2026-03-31
Filed2026-04-21
SOXX
ISHARES TR
0.25%
Shares10.2K
Event2026-03-31
Filed2026-04-21
VO
VANGUARD INDEX FDS
-6.02%
Shares11.5K
Event2026-03-31
Filed2026-04-21
RUNN
STRATEGIC TRUST
120.07%
Shares102.5K
Event2026-03-31
Filed2026-04-21
IJR
ISHARES TR
-7.88%
Shares26.4K
Event2026-03-31
Filed2026-04-21
IEMG
ISHARES INC
-17.59%
Shares44.4K
Event2026-03-31
Filed2026-04-21
VFLO
VICTORY PORTFOLIOS II
112.26%
Shares77.6K
Event2026-03-31
Filed2026-04-21
HYG
ISHARES TR
-1.00%
Shares38.2K
Event2026-03-31
Filed2026-04-21
IEI
ISHARES TR
-8.35%
Shares24.6K
Event2026-03-31
Filed2026-04-21
AGG
ISHARES TR
-0.64%
Shares29.0K
Event2026-03-31
Filed2026-04-21
VGLT
VANGUARD SCOTTSDALE FDS
-33.67%
Shares48.7K
Event2026-03-31
Filed2026-04-21
BROADCOM INC
BROADCOM INC
15.78%
Shares8.1K
Event2026-03-31
Filed2026-04-21
IJH
ISHARES TR
-15.32%
Shares37.2K
Event2026-03-31
Filed2026-04-21
VBR
VANGUARD INDEX FDS
-26.88%
Shares10.7K
Event2026-03-31
Filed2026-04-21
SHY
ISHARES TR
8.30%
Shares27.1K
Event2026-03-31
Filed2026-04-21
VTV
VANGUARD INDEX FDS
-3.93%
Shares11.2K
Event2026-03-31
Filed2026-04-21
PEG
PUBLIC SVC ENTERPRISE GROUP
4.48%
Shares26.7K
Event2026-03-31
Filed2026-04-21
ITOT
ISHARES TR
178.10%
Shares15.1K
Event2026-03-31
Filed2026-04-21
LASR
NLIGHT INC
New
Shares37.5K
Event2026-03-31
Filed2026-04-21
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-7.88%
Shares4.4K
Event2026-03-31
Filed2026-04-21
DGRW
WISDOMTREE TR
11.82%
Shares23.7K
Event2026-03-31
Filed2026-04-21
IWS
ISHARES TR
-4.78%
Shares14.2K
Event2026-03-31
Filed2026-04-21
VOT
VANGUARD INDEX FDS
-1.90%
Shares7.9K
Event2026-03-31
Filed2026-04-21
HYD
VANECK ETF TRUST
33.77%
Shares40.2K
Event2026-03-31
Filed2026-04-21
HYMB
SPDR SERIES TRUST
9.24%
Shares80.2K
Event2026-03-31
Filed2026-04-21
V
VISA INC
-4.75%
Shares6.4K
Event2026-03-31
Filed2026-04-21
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.34%
Shares5.7K
Event2026-03-31
Filed2026-04-21
PLTR
PALANTIR TECHNOLOGIES INC
28.54%
Shares13.0K
Event2026-03-31
Filed2026-04-21
BAC
BANK AMERICA CORP
7.08%
Shares38.5K
Event2026-03-31
Filed2026-04-21
JHMM
JOHN HANCOCK EXCHANGE TRADED
-20.45%
Shares27.7K
Event2026-03-31
Filed2026-04-21
IWP
ISHARES TR
-36.14%
Shares14.3K
Event2026-03-31
Filed2026-04-21
ISHARES GOLD TR
ISHARES GOLD TR
-4.82%
Shares20.1K
Event2026-03-31
Filed2026-04-21
VHT
VANGUARD WORLD FD
8.68%
Shares6.5K
Event2026-03-31
Filed2026-04-21
CIBR
FIRST TR EXCHANGE-TRADED FD
3.96%
Shares28.0K
Event2026-03-31
Filed2026-04-21
MUB
ISHARES TR
14.63%
Shares16.4K
Event2026-03-31
Filed2026-04-21
AMP
AMERIPRISE FINL INC
8.62%
Shares3.9K
Event2026-03-31
Filed2026-04-21
SCHD
SCHWAB STRATEGIC TR
84.09%
Shares54.5K
Event2026-03-31
Filed2026-04-21
HEDJ
WISDOMTREE TR
-2.95%
Shares31.9K
Event2026-03-31
Filed2026-04-21
CAT
CATERPILLAR INC
-4.33%
Shares2.2K
Event2026-03-31
Filed2026-04-21
WM
WASTE MGMT INC DEL
-3.41%
Shares6.7K
Event2026-03-31
Filed2026-04-21
SLYG
SPDR SERIES TRUST
-2.27%
Shares15.7K
Event2026-03-31
Filed2026-04-21
CB
CHUBB LTD SWITZ
-0.32%
Shares4.6K
Event2026-03-31
Filed2026-04-21
NFLX
NETFLIX INC.
3.30%
Shares15.6K
Event2026-03-31
Filed2026-04-21
HD
HOME DEPOT INC
0.97%
Shares4.5K
Event2026-03-31
Filed2026-04-21
AEHR
AEHR TEST SYS
New
Shares38.7K
Event2026-03-31
Filed2026-04-21
MERCK & CO INC
MERCK & CO INC
18.11%
Shares11.9K
Event2026-03-31
Filed2026-04-21
VPU
VANGUARD WORLD FD
5.12%
Shares7.1K
Event2026-03-31
Filed2026-04-21
CORP
PIMCO ETF TR
-9.78%
Shares14.1K
Event2026-03-31
Filed2026-04-21
WPC
WP CAREY INC
-18.87%
Shares19.5K
Event2026-03-31
Filed2026-04-21
CEG
CONSTELLATION ENERGY CORP
0.28%
Shares4.7K
Event2026-03-31
Filed2026-04-21
COWZ
PACER FDS TR
-6.27%
Shares21.0K
Event2026-03-31
Filed2026-04-21
WMT
WALMART INC
5.06%
Shares10.4K
Event2026-03-31
Filed2026-04-21
MFSM
MFS ACTIVE EXCHANGE TRADED F
0.00%
Shares51.9K
Event2026-03-31
Filed2026-04-21
CALF
PACER FDS TR
-21.15%
Shares28.6K
Event2026-03-31
Filed2026-04-21
SHW
SHERWIN WILLIAMS CO
-1.40%
Shares3.8K
Event2026-03-31
Filed2026-04-21
ARTY
ISHARES TR
15.00%
Shares25.9K
Event2026-03-31
Filed2026-04-21
PFF
ISHARES TR
3.11%
Shares39.4K
Event2026-03-31
Filed2026-04-21
VBK
VANGUARD INDEX FDS
-9.53%
Shares3.9K
Event2026-03-31
Filed2026-04-21
SMH
VANECK ETF TRUST
-2.90%
Shares3.1K
Event2026-03-31
Filed2026-04-21
VNQ
VANGUARD INDEX FDS
15.06%
Shares13.0K
Event2026-03-31
Filed2026-04-21
VZ
VERIZON COMMUNICATIONS INC
8.84%
Shares22.0K
Event2026-03-31
Filed2026-04-21
TEVA
TEVA PHARMACEUTICAL INDS LTD
0.00%
Shares36.4K
Event2026-03-31
Filed2026-04-21
SDY
SPDR SERIES TRUST
-1.64%
Shares7.3K
Event2026-03-31
Filed2026-04-21
BIV
VANGUARD BD INDEX FDS
-3.97%
Shares13.4K
Event2026-03-31
Filed2026-04-21
VV
VANGUARD INDEX FDS
0.00%
Shares3.5K
Event2026-03-31
Filed2026-04-21
VLO
VALERO ENERGY CORP
-57.88%
Shares4.1K
Event2026-03-31
Filed2026-04-21
COST
COSTCO WHOLESALE CORPORATION
0.90%
Shares1.0K
Event2026-03-31
Filed2026-04-21
VCSH
VANGUARD SCOTTSDALE FDS
-34.22%
Shares12.6K
Event2026-03-31
Filed2026-04-21
T
AT&T INC
-2.00%
Shares34.1K
Event2026-03-31
Filed2026-04-21
MMC
MARSH & MCLENNAN COS INC
-0.16%
Shares5.7K
Event2026-03-31
Filed2026-04-21
MBB
ISHARES TR
-28.56%
Shares10.3K
Event2026-03-31
Filed2026-04-21
XLK
SELECT SECTOR SPDR TR
-13.22%
Shares7.3K
Event2026-03-31
Filed2026-04-21
ITA
ISHARES TR
19.62%
Shares4.4K
Event2026-03-31
Filed2026-04-21
VCIT
VANGUARD SCOTTSDALE FDS
-14.82%
Shares11.7K
Event2026-03-31
Filed2026-04-21
HSY
HERSHEY CO
10.32%
Shares4.6K
Event2026-03-31
Filed2026-04-21
FTLS
FIRST TR EXCH TRADED FD III
350.10%
Shares13.6K
Event2026-03-31
Filed2026-04-21
EME
EMCOR GROUP INC
-13.34%
Shares1.3K
Event2026-03-31
Filed2026-04-21
CLOZ
SERIES PORTFOLIOS TR
-15.12%
Shares36.5K
Event2026-03-31
Filed2026-04-21
VANGUARD INDEX FDS
VANGUARD INDEX FDS
1.24%
Shares1.6K
Event2026-03-31
Filed2026-04-21
DBJP
DBX ETF TR
2.62%
Shares9.1K
Event2026-03-31
Filed2026-04-21
AMGN
AMGEN INC
-12.32%
Shares2.6K
Event2026-03-31
Filed2026-04-21
AMD
ADVANCED MICRO DEVICES INC
-1.27%
Shares4.5K
Event2026-03-31
Filed2026-04-21
MA
MASTERCARD INCORPORATED
-7.40%
Shares1.8K
Event2026-03-31
Filed2026-04-21
AMAT
APPLIED MATLS INC
-3.52%
Shares2.7K
Event2026-03-31
Filed2026-04-21
XOP
SPDR SERIES TRUST
3.83%
Shares5.0K
Event2026-03-31
Filed2026-04-21
VDE
VANGUARD WORLD FD
-2.64%
Shares5.2K
Event2026-03-31
Filed2026-04-21
IWN
ISHARES TR
-4.52%
Shares4.7K
Event2026-03-31
Filed2026-04-21
IBM
INTERNATIONAL BUSINESS MACHS
1.77%
Shares3.7K
Event2026-03-31
Filed2026-04-21
MCD
MCDONALDS CORP
-1.57%
Shares2.8K
Event2026-03-31
Filed2026-04-21
XLE
SELECT SECTOR SPDR TR
6.43%
Shares14.3K
Event2026-03-31
Filed2026-04-21
KO
COCA COLA CO
2.75%
Shares11.4K
Event2026-03-31
Filed2026-04-21
IYW
ISHARES TR
0.00%
Shares4.8K
Event2026-03-31
Filed2026-04-21
DIS
DISNEY WALT CO
1.90%
Shares8.8K
Event2026-03-31
Filed2026-04-21
LQD
ISHARES TR
-2.03%
Shares7.6K
Event2026-03-31
Filed2026-04-21
STK
COLUMBIA SELIGM PREM TECH GR
-9.46%
Shares21.6K
Event2026-03-31
Filed2026-04-21
TLH
ISHARES TR
-33.16%
Shares8.1K
Event2026-03-31
Filed2026-04-21
CMDY
ISHARES U S ETF TR
-23.76%
Shares13.6K
Event2026-03-31
Filed2026-04-21
ABBV
ABBVIE INC
-11.00%
Shares3.7K
Event2026-03-31
Filed2026-04-21
IYH
ISHARES TR
2.76%
Shares12.6K
Event2026-03-31
Filed2026-04-21
GS
GOLDMAN SACHS GROUP INC
-5.77%
Shares914
Event2026-03-31
Filed2026-04-21
OMFL
INVESCO EXCH TRD SLF IDX FD
177.76%
Shares12.8K
Event2026-03-31
Filed2026-04-21
VYMI
VANGUARD WHITEHALL FDS
-9.30%
Shares8.1K
Event2026-03-31
Filed2026-04-21
ORCL
ORACLE CORP
-7.27%
Shares5.2K
Event2026-03-31
Filed2026-04-21
CSCO
CISCO SYS INC
-11.60%
Shares9.8K
Event2026-03-31
Filed2026-04-21
EFV
ISHARES TR
8.33%
Shares10.1K
Event2026-03-31
Filed2026-04-21
USIG
ISHARES TR
-12.28%
Shares14.3K
Event2026-03-31
Filed2026-04-21
IFRA
ISHARES TR
-10.55%
Shares12.8K
Event2026-03-31
Filed2026-04-21
BMY
BRISTOL-MYERS SQUIBB CO
-1.55%
Shares12.1K
Event2026-03-31
Filed2026-04-21
FTEC
FIDELITY COVINGTON TRUST
0.00%
Shares3.5K
Event2026-03-31
Filed2026-04-21
MU
MICRON TECHNOLOGY INC
-15.39%
Shares2.1K
Event2026-03-31
Filed2026-04-21
FE
FIRSTENERGY CORP
13.29%
Shares14.0K
Event2026-03-31
Filed2026-04-21
IGM
ISHARES TR
-11.72%
Shares5.8K
Event2026-03-31
Filed2026-04-21
IYF
ISHARES TR
5.95%
Shares5.9K
Event2026-03-31
Filed2026-04-21
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-6.81%
Shares3.5K
Event2026-03-31
Filed2026-04-21
LNG
CHENIERE ENERGY INC
-0.83%
Shares2.4K
Event2026-03-31
Filed2026-04-21
LMT
LOCKHEED MARTIN CORP
1.26%
Shares1.1K
Event2026-03-31
Filed2026-04-21
IWM
ISHARES TR
10.98%
Shares2.7K
Event2026-03-31
Filed2026-04-21
KLAC
KLA CORP
-21.77%
Shares442
Event2026-03-31
Filed2026-04-21
OBDC
BLUE OWL CAPITAL CORPORATION
-13.74%
Shares58.3K
Event2026-03-31
Filed2026-04-21
CRWD
CROWDSTRIKE HLDGS INC
35.70%
Shares1.6K
Event2026-03-31
Filed2026-04-21
IEFA
ISHARES TR
5.17%
Shares7.0K
Event2026-03-31
Filed2026-04-21
OTF
BLUE OWL TECHNOLOGY FIN CORP
21.37%
Shares51.2K
Event2026-03-31
Filed2026-04-21
PFE
PFIZER INC
-0.38%
Shares22.3K
Event2026-03-31
Filed2026-04-21
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
5.24%
Shares3.2K
Event2026-03-31
Filed2026-04-21
PSCT
INVESCO EXCH TRADED FD TR II
0.00%
Shares10.2K
Event2026-03-31
Filed2026-04-21
USFR
WISDOMTREE TR
0.75%
Shares12.1K
Event2026-03-31
Filed2026-04-21
AOM
ISHARES TR
-13.75%
Shares12.8K
Event2026-03-31
Filed2026-04-21
PM
PHILIP MORRIS INTL INC
0.77%
Shares3.6K
Event2026-03-31
Filed2026-04-21
BSV
VANGUARD BD INDEX FDS
2.72%
Shares7.6K
Event2026-03-31
Filed2026-04-21
GLW
CORNING INC
-0.23%
Shares4.4K
Event2026-03-31
Filed2026-04-21
SCHO
SCHWAB STRATEGIC TR
-4.63%
Shares24.5K
Event2026-03-31
Filed2026-04-21
PSK
SPDR SERIES TRUST
-2.41%
Shares18.8K
Event2026-03-31
Filed2026-04-21
TOTALENERGIES SE
TOTALENERGIES SE
-9.31%
Shares6.4K
Event2026-03-31
Filed2026-04-21
XLC
SELECT SECTOR SPDR TR
-32.63%
Shares5.2K
Event2026-03-31
Filed2026-04-21
TXUE
THORNBURG ETF TR
New
Shares17.8K
Event2026-03-31
Filed2026-04-21
AMT
AMERICAN TOWER CORP
42.89%
Shares3.3K
Event2026-03-31
Filed2026-04-21
MEDTRONIC PLC
MEDTRONIC PLC
53.08%
Shares6.6K
Event2026-03-31
Filed2026-04-21
PNC
PNC FINL SVCS GROUP INC
6.81%
Shares2.7K
Event2026-03-31
Filed2026-04-21
OCIO
ETF SER SOLUTIONS
New
Shares16.4K
Event2026-03-31
Filed2026-04-21
IVW
ISHARES TR
46.17%
Shares4.9K
Event2026-03-31
Filed2026-04-21
FSK
FS KKR CAP CORP
-2.20%
Shares54.8K
Event2026-03-31
Filed2026-04-21
BA
BOEING CO
-10.92%
Shares2.8K
Event2026-03-31
Filed2026-04-21
USMV
ISHARES TR
0.03%
Shares5.9K
Event2026-03-31
Filed2026-04-21
EXC
EXELON CORP
-1.15%
Shares11.1K
Event2026-03-31
Filed2026-04-21
IJK
ISHARES TR
24.11%
Shares5.4K
Event2026-03-31
Filed2026-04-21
IWF
ISHARES TR
-2.48%
Shares1.3K
Event2026-03-31
Filed2026-04-21
BILS
SPDR SERIES TRUST
3.30%
Shares5.4K
Event2026-03-31
Filed2026-04-21
MCK
MCKESSON CORP
-1.63%
Shares603
Event2026-03-31
Filed2026-04-21
PPL
PPL CORP
4.12%
Shares13.6K
Event2026-03-31
Filed2026-04-21
IDEV
ISHARES TR
-26.79%
Shares6.2K
Event2026-03-31
Filed2026-04-21
CME
CME GROUP INC
New
Shares1.7K
Event2026-03-31
Filed2026-04-21
ENB
ENBRIDGE INC
4.09%
Shares9.5K
Event2026-03-31
Filed2026-04-21
MFSB
MFS ACTIVE EXCHANGE TRADED F
38.82%
Shares20.5K
Event2026-03-31
Filed2026-04-21
MINT
PIMCO ETF TR
New
Shares5.0K
Event2026-03-31
Filed2026-04-21
TAXX
BONDBLOXX ETF TRUST
New
Shares10.0K
Event2026-03-31
Filed2026-04-21
MMM
3M CO
-0.63%
Shares3.5K
Event2026-03-31
Filed2026-04-21
TJX
TJX COS INC NEW
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-21
IGSB
ISHARES TR
-9.20%
Shares9.5K
Event2026-03-31
Filed2026-04-21
EMLC
VANECK ETF TRUST
-35.79%
Shares19.6K
Event2026-03-31
Filed2026-04-21
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
0.16%
Shares3.7K
Event2026-03-31
Filed2026-04-21
SPHD
INVESCO EXCH TRADED FD TR II
9.96%
Shares9.8K
Event2026-03-31
Filed2026-04-21
PANW
PALO ALTO NETWORKS INC
8.95%
Shares3.0K
Event2026-03-31
Filed2026-04-21
DWM
WISDOMTREE TR
68.88%
Shares6.9K
Event2026-03-31
Filed2026-04-21
IJJ
ISHARES TR
20.45%
Shares3.6K
Event2026-03-31
Filed2026-04-21
HIMU
BLACKROCK ETF TRUST II
0.00%
Shares10.1K
Event2026-03-31
Filed2026-04-21
TACK
CAPITOL SER TR
New
Shares15.8K
Event2026-03-31
Filed2026-04-21
BLACKSTONE INC
BLACKSTONE INC
-0.89%
Shares4.1K
Event2026-03-31
Filed2026-04-21
KKR & CO INC
KKR & CO INC
1.58%
Shares5.1K
Event2026-03-31
Filed2026-04-21
IVE
ISHARES TR
44.02%
Shares2.2K
Event2026-03-31
Filed2026-04-21
ED
CONSOLIDATED EDISON INC
-1.58%
Shares4.2K
Event2026-03-31
Filed2026-04-21
LMBS
FIRST TR EXCHANGE-TRADED FD
New
Shares9.4K
Event2026-03-31
Filed2026-04-21
XLU
SELECT SECTOR SPDR TR
-17.73%
Shares10.2K
Event2026-03-31
Filed2026-04-21
VONG
VANGUARD SCOTTSDALE FDS
-7.66%
Shares4.2K
Event2026-03-31
Filed2026-04-21
PG
PROCTER & GAMBLE CO
6.95%
Shares3.2K
Event2026-03-31
Filed2026-04-21
VDC
VANGUARD WORLD FD
-9.70%
Shares2.0K
Event2026-03-31
Filed2026-04-21
NTAP
NETAPP INC
0.04%
Shares4.5K
Event2026-03-31
Filed2026-04-21
NEE
NEXTERA ENERGY INC
-6.44%
Shares4.9K
Event2026-03-31
Filed2026-04-21
PEP
PEPSICO INC
-1.38%
Shares2.9K
Event2026-03-31
Filed2026-04-21
SBUX
STARBUCKS CORP
-1.88%
Shares5.0K
Event2026-03-31
Filed2026-04-21
INTC
INTEL CORP
16.25%
Shares9.8K
Event2026-03-31
Filed2026-04-21
VMBS
VANGUARD SCOTTSDALE FDS
-34.78%
Shares9.0K
Event2026-03-31
Filed2026-04-21
DYNF
BLACKROCK ETF TRUST
New
Shares7.2K
Event2026-03-31
Filed2026-04-21
VFH
VANGUARD WORLD FD
3.82%
Shares3.4K
Event2026-03-31
Filed2026-04-21
AXP
AMERICAN EXPRESS CO
5.10%
Shares1.3K
Event2026-03-31
Filed2026-04-21
QTEC
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-21
DBC
INVESCO DB COMMDY INDX TRCK
-14.63%
Shares13.6K
Event2026-03-31
Filed2026-04-21
BTI
BRITISH AMERN TOB PLC
3.16%
Shares6.7K
Event2026-03-31
Filed2026-04-21
EFA
ISHARES TR
-25.24%
Shares4.0K
Event2026-03-31
Filed2026-04-21
IJT
ISHARES TR
38.51%
Shares2.7K
Event2026-03-31
Filed2026-04-21
EZM
WISDOMTREE TR
-13.52%
Shares5.7K
Event2026-03-31
Filed2026-04-21
HWM
HOWMET AEROSPACE INC
-9.78%
Shares1.7K
Event2026-03-31
Filed2026-04-21
JMUB
J P MORGAN EXCHANGE TRADED F
-11.65%
Shares7.6K
Event2026-03-31
Filed2026-04-21
UNH
UNITEDHEALTH GROUP INC
-5.23%
Shares1.4K
Event2026-03-31
Filed2026-04-21
NATIONAL GRID PLC
NATIONAL GRID PLC
-23.99%
Shares4.4K
Event2026-03-31
Filed2026-04-21
CIEN
CIENA CORP
-46.37%
Shares967
Event2026-03-31
Filed2026-04-21
CVGI
COMMERCIAL VEH GROUP INC
New
Shares110.0K
Event2026-03-31
Filed2026-04-21
SPYG
SPDR SERIES TRUST
1.15%
Shares3.8K
Event2026-03-31
Filed2026-04-21
CRM
SALESFORCE INC
-5.08%
Shares2.0K
Event2026-03-31
Filed2026-04-21
VUZI
VUZIX CORP
New
Shares158.0K
Event2026-03-31
Filed2026-04-21
BLACKROCK INC
BLACKROCK INC
-5.03%
Shares378
Event2026-03-31
Filed2026-04-21
IBIT
ISHARES BITCOIN TRUST ETF
24.43%
Shares9.5K
Event2026-03-31
Filed2026-04-21
AIQ
GLOBAL X FDS
-20.43%
Shares7.8K
Event2026-03-31
Filed2026-04-21
GEV
GE VERNOVA INC
20.35%
Shares414
Event2026-03-31
Filed2026-04-21
COP
CONOCOPHILLIPS
15.60%
Shares2.7K
Event2026-03-31
Filed2026-04-21
PWR
QUANTA SVCS INC
-2.97%
Shares653
Event2026-03-31
Filed2026-04-21
SPDR SERIES TRUST
SPDR SERIES TRUST
-40.72%
Shares3.7K
Event2026-03-31
Filed2026-04-21
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
0.00%
Shares30.2K
Event2026-03-31
Filed2026-04-21
MGK
VANGUARD WORLD FD
-8.51%
Shares946
Event2026-03-31
Filed2026-04-21
BOTZ
GLOBAL X FDS
-9.43%
Shares10.4K
Event2026-03-31
Filed2026-04-21
SLV
ISHARES SILVER TR
1.28%
Shares5.1K
Event2026-03-31
Filed2026-04-21
GE AEROSPACE
GE AEROSPACE
-2.56%
Shares1.2K
Event2026-03-31
Filed2026-04-21
JEPI
J P MORGAN EXCHANGE TRADED F
New
Shares6.1K
Event2026-03-31
Filed2026-04-21
USB
US BANCORP
-0.90%
Shares6.6K
Event2026-03-31
Filed2026-04-21
APLS
APELLIS PHARMACEUTICALS INC
0.00%
Shares8.5K
Event2026-03-31
Filed2026-04-21
SNY
SANOFI SA
-8.91%
Shares7.0K
Event2026-03-31
Filed2026-04-21
VWO
VANGUARD INTL EQUITY INDEX F
-3.32%
Shares6.2K
Event2026-03-31
Filed2026-04-21
ASML
ASML HLDG NV
-3.47%
Shares250
Event2026-03-31
Filed2026-04-21
UNILEVER PLC
UNILEVER PLC
34.23%
Shares5.8K
Event2026-03-31
Filed2026-04-21
NOBL
PROSHARES TR
-12.71%
Shares3.1K
Event2026-03-31
Filed2026-04-21
XLF
SELECT SECTOR SPDR TR
7.38%
Shares6.6K
Event2026-03-31
Filed2026-04-21
SCHX
SCHWAB STRATEGIC TR
16.96%
Shares12.7K
Event2026-03-31
Filed2026-04-21
BKDV
BNY MELLON ETF TRUST II
New
Shares10.9K
Event2026-03-31
Filed2026-04-21
IXUS
ISHARES TR
19.92%
Shares3.7K
Event2026-03-31
Filed2026-04-21
ABT
ABBOTT LABORATORIES
-5.10%
Shares3.1K
Event2026-03-31
Filed2026-04-21
WDC
WESTERN DIGITAL CORP
-7.40%
Shares1.2K
Event2026-03-31
Filed2026-04-21
FS SPECIALTY LENDING FD
FS SPECIALTY LENDING FD
-2.36%
Shares25.4K
Event2026-03-31
Filed2026-04-21
HEWJ
ISHARES TR
-3.44%
Shares5.6K
Event2026-03-31
Filed2026-04-21
PLD
PROLOGIS INC.
-8.42%
Shares2.4K
Event2026-03-31
Filed2026-04-21
IHI
ISHARES TR
0.00%
Shares5.8K
Event2026-03-31
Filed2026-04-21
AEP
AMERICAN ELEC PWR CO INC
-36.29%
Shares2.4K
Event2026-03-31
Filed2026-04-21
XLV
SELECT SECTOR SPDR TR
5.32%
Shares2.1K
Event2026-03-31
Filed2026-04-21
IDU
ISHARES TR
-3.08%
Shares2.7K
Event2026-03-31
Filed2026-04-21
XLY
SELECT SECTOR SPDR TR
5.35%
Shares2.8K
Event2026-03-31
Filed2026-04-21
MP
MP MATERIALS CORP
-1.13%
Shares6.4K
Event2026-03-31
Filed2026-04-21
IJS
ISHARES TR
47.98%
Shares2.6K
Event2026-03-31
Filed2026-04-21
SPHY
SPDR SERIES TRUST
4.86%
Shares13.2K
Event2026-03-31
Filed2026-04-21
CMI
CUMMINS INC
3.84%
Shares568
Event2026-03-31
Filed2026-04-21
JHPI
JOHN HANCOCK EXCHANGE TRADED
New
Shares13.4K
Event2026-03-31
Filed2026-04-21
NVO
NOVO-NORDISK A S
-25.49%
Shares8.2K
Event2026-03-31
Filed2026-04-21
DBEF
DBX ETF TR
0.00%
Shares6.1K
Event2026-03-31
Filed2026-04-21
CAH
CARDINAL HEALTH INC
-18.90%
Shares1.4K
Event2026-03-31
Filed2026-04-21
SPYD
SPDR SERIES TRUST
6.54%
Shares6.6K
Event2026-03-31
Filed2026-04-21
NOC
NORTHROP GRUMMAN CORP
-11.99%
Shares433
Event2026-03-31
Filed2026-04-21
PAYX
PAYCHEX INC
New
Shares3.2K
Event2026-03-31
Filed2026-04-21
NOW
SERVICENOW INC
79.68%
Shares2.8K
Event2026-03-31
Filed2026-04-21
CITIGROUP INC
CITIGROUP INC
-8.05%
Shares2.5K
Event2026-03-31
Filed2026-04-21
TMO
THERMO FISHER SCIENTIFIC INC
-15.63%
Shares583
Event2026-03-31
Filed2026-04-21
VGK
VANGUARD INTL EQUITY INDEX F
-45.10%
Shares3.5K
Event2026-03-31
Filed2026-04-21
SJNK
SPDR SERIES TRUST
-24.98%
Shares11.4K
Event2026-03-31
Filed2026-04-21
GILD
GILEAD SCIENCES INC
-32.66%
Shares2.0K
Event2026-03-31
Filed2026-04-21
IXN
ISHARES TR
-4.67%
Shares2.8K
Event2026-03-31
Filed2026-04-21
QUAL
ISHARES TR
-4.64%
Shares1.5K
Event2026-03-31
Filed2026-04-21
DLS
WISDOMTREE TR
9.51%
Shares3.4K
Event2026-03-31
Filed2026-04-21
IWR
ISHARES TR
-8.58%
Shares2.9K
Event2026-03-31
Filed2026-04-21
IBB
ISHARES TR
9.64%
Shares1.6K
Event2026-03-31
Filed2026-04-21
XNTK
SPDR SERIES TRUST
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-21
EMB
ISHARES TR
-35.02%
Shares2.9K
Event2026-03-31
Filed2026-04-21
MO
ALTRIA GROUP INC
0.00%
Shares4.1K
Event2026-03-31
Filed2026-04-21
URA
GLOBAL X FDS
0.30%
Shares5.6K
Event2026-03-31
Filed2026-04-21
SONY
SONY GROUP CORP
-11.40%
Shares12.9K
Event2026-03-31
Filed2026-04-21
ELV
ELEVANCE HEALTH INC FORMERLY
-7.34%
Shares896
Event2026-03-31
Filed2026-04-21
ISRG
INTUITIVE SURGICAL INC
-2.40%
Shares569
Event2026-03-31
Filed2026-04-21
UNP
UNION PAC CORP
-0.47%
Shares1.1K
Event2026-03-31
Filed2026-04-21
HAS
HASBRO INC
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-21
PHK
PIMCO HIGH INCOME FD
33.19%
Shares55.4K
Event2026-03-31
Filed2026-04-21
JMHI
J P MORGAN EXCHANGE TRADED F
-10.65%
Shares5.1K
Event2026-03-31
Filed2026-04-21
SHYD
VANECK ETF TRUST
0.00%
Shares11.2K
Event2026-03-31
Filed2026-04-21
CAIE
CALAMOS ETF TR
New
Shares10.1K
Event2026-03-31
Filed2026-04-21
XLG
INVESCO EXCHANGE TRADED FD T
-19.07%
Shares4.5K
Event2026-03-31
Filed2026-04-21
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
New
Shares2.1K
Event2026-03-31
Filed2026-04-21
TFC
TRUIST FINL CORP
-3.03%
Shares5.3K
Event2026-03-31
Filed2026-04-21
ACWX
ISHARES TR
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-21
GM
GENERAL MTRS CO
9.34%
Shares3.3K
Event2026-03-31
Filed2026-04-21
URI
UNITED RENTALS INC
-2.37%
Shares330
Event2026-03-31
Filed2026-04-21
AON PLC
AON PLC
0.00%
Shares737
Event2026-03-31
Filed2026-04-21
IXJ
ISHARES TR
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-21
PZA
INVESCO EXCH TRADED FD TR II
4.20%
Shares10.2K
Event2026-03-31
Filed2026-04-21
JCI
JOHNSON CONTROLS INTERNATION
-17.95%
Shares1.8K
Event2026-03-31
Filed2026-04-21
SPG
SIMON PPTY GROUP INC NEW
1.39%
Shares1.2K
Event2026-03-31
Filed2026-04-21
APD
AIR PRODUCTS AND CHEMICALS I
New
Shares793
Event2026-03-31
Filed2026-04-21
SUSA
ISHARES TR
-6.14%
Shares1.7K
Event2026-03-31
Filed2026-04-21
HEFA
ISHARES TR
-17.45%
Shares5.4K
Event2026-03-31
Filed2026-04-21
TRP
TC ENERGY CORP
0.00%
Shares3.7K
Event2026-03-31
Filed2026-04-21
HON
HONEYWELL INTL INC
-4.03%
Shares999
Event2026-03-31
Filed2026-04-21
IMCB
ISHARES TR
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-21
RTX
RTX CORPORATION
-5.40%
Shares1.2K
Event2026-03-31
Filed2026-04-21
BLV
VANGUARD BD INDEX FDS
-6.55%
Shares3.2K
Event2026-03-31
Filed2026-04-21
ARM
ARM HOLDINGS PLC
New
Shares1.4K
Event2026-03-31
Filed2026-04-21
UBER
UBER TECHNOLOGIES INC
8.15%
Shares3.0K
Event2026-03-31
Filed2026-04-21
SCHG
SCHWAB STRATEGIC TR
-5.87%
Shares7.4K
Event2026-03-31
Filed2026-04-21
MTUM
ISHARES TR
-4.19%
Shares892
Event2026-03-31
Filed2026-04-21
TGT
TARGET CORP
-14.56%
Shares1.8K
Event2026-03-31
Filed2026-04-21
ADP
AUTOMATIC DATA PROCESSING IN
-45.04%
Shares1.0K
Event2026-03-31
Filed2026-04-21
VOE
VANGUARD INDEX FDS
New
Shares1.2K
Event2026-03-31
Filed2026-04-21
GLDM
WORLD GOLD TR
-42.09%
Shares2.3K
Event2026-03-31
Filed2026-04-21
TOPT
ISHARES TR
4.74%
Shares7.4K
Event2026-03-31
Filed2026-04-21
LINDE PLC
LINDE PLC
New
Shares426
Event2026-03-31
Filed2026-04-21
PCY
INVESCO EXCH TRADED FD TR II
0.00%
Shares10.1K
Event2026-03-31
Filed2026-04-21
DE
DEERE & CO
New
Shares371
Event2026-03-31
Filed2026-04-21
FTI
TECHNIPFMC PLC
New
Shares3.0K
Event2026-03-31
Filed2026-04-21
SPGI
S&P GLOBAL INC
-46.15%
Shares490
Event2026-03-31
Filed2026-04-21
XHLF
BONDBLOXX ETF TRUST
New
Shares4.1K
Event2026-03-31
Filed2026-04-21
CRWV
COREWEAVE INC
-30.21%
Shares2.7K
Event2026-03-31
Filed2026-04-21
SCHR
SCHWAB STRATEGIC TR
0.02%
Shares8.3K
Event2026-03-31
Filed2026-04-21
ILCB
ISHARES TR
-1.17%
Shares2.3K
Event2026-03-31
Filed2026-04-21
EES
WISDOMTREE TR
-9.00%
Shares3.5K
Event2026-03-31
Filed2026-04-21
IOO
ISHARES TR
-6.12%
Shares1.7K
Event2026-03-31
Filed2026-04-21
BIL
SPDR SERIES TRUST
New
Shares2.2K
Event2026-03-31
Filed2026-04-21
AXON
AXON ENTERPRISE INC
-17.79%
Shares476
Event2026-03-31
Filed2026-04-21
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-21
APP
APPLOVIN CORP
-3.07%
Shares506
Event2026-03-31
Filed2026-04-21
F
FORD MTR CO
-28.97%
Shares16.2K
Event2026-03-31
Filed2026-04-21
ENVX
ENOVIX CORPORATION
New
Shares31.9K
Event2026-03-31
Filed2026-04-21
RKT
ROCKET COS INC
-19.52%
Shares11.1K
Event2026-03-31
Filed2026-04-21
NVAX
NOVAVAX INC
0.00%
Shares15.5K
Event2026-03-31
Filed2026-04-21
SRI
STONERIDGE INC
New
Shares22.5K
Event2026-03-31
Filed2026-04-21
GRAB
GRAB HOLDINGS LIMITED
New
Shares29.7K
Event2026-03-31
Filed2026-04-21
MFG
MIZUHO FINANCIAL GROUP INC
5.01%
Shares12.1K
Event2026-03-31
Filed2026-04-21
NNBR
NN INC
New
Shares50.0K
Event2026-03-31
Filed2026-04-21
NIO
NIO INC
0.00%
Shares10.3K
Event2026-03-31
Filed2026-04-21
FTCI
FTC SOLAR INC
New
Shares16.0K
Event2026-03-31
Filed2026-04-21
EOSE
EOS ENERGY ENTERPRISES INC
New
Shares11.0K
Event2026-03-31
Filed2026-04-21
BBD
BANCO BRADESCO S A
-6.05%
Shares12.2K
Event2026-03-31
Filed2026-04-21
HIO
WESTERN ASSET HIGH INCOME OP
0.00%
Shares10.9K
Event2026-03-31
Filed2026-04-21
HYLN
HYLIION HOLDINGS CORP
0.00%
Shares10.0K
Event2026-03-31
Filed2026-04-21

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
LAUREL OAK WEALTH MANAGEMENT, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo