Sponsored

The Analysis of Lavaca Capital LLC's Holdings & P&L

Currently, Lavaca Capital LLC holds 277 types of securities in its portfolio with a total value $538.0M. In the most recent quarter, they have increased their positions in CRWV (+423.6K shares, valued at $32.8M), AZO (+308 shares, valued at $1.0M), AAPL (+3.9K shares, valued at $983.5K); decreased their positions in CNK (-3.7M shares, valued at $105.1M), NVDA (-79.1K shares, valued at $13.8M), SPY (-7.8K shares, valued at $5.1M); initiated new positions in AZO (+308 shares, valued at $1.0M), VIA (+41.6K shares, valued at $624.4K), HBAN (+17.7K shares, valued at $277.1K).

1M P&L

-29.5M-4.08%

3M P&L

+57.7M+9.10%

HY P&L

+101.8M+17.24%

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

1Software - Infrastructure190.2M

33.9%

2Entertainment140.2M

25.0%

3N/A96.1M

17.1%

Top Industries by Stock Count

1N/A43 stocks

17.8%

2Drug Manufacturers - General11 stocks

4.6%

3Oil & Gas Midstream10 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CRWV COREWEAVE INC2.9M shares16.94%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T108.9K shares-6.70%2026-03-312026-05-13

CNK CINEMARK HLDGS INC2.0M shares-64.34%2026-03-312026-05-13

NVDA NVIDIA CORPORATION118.8K shares-39.95%2026-03-312026-05-13

SYY SYSCO CORP177.8K shares0.00%2026-03-312026-05-13

AAPL APPLE INC48.1K shares8.76%2026-03-312026-05-13

XOM EXXON MOBIL CORP57.2K shares2.64%2026-03-312026-05-13

KKR & CO INC KKR & CO INC84.5K shares-4.28%2026-03-312026-05-13

Sponsored

NFLX NETFLIX INC.75.3K shares0.41%2026-03-312026-05-13

TRGP TARGA RES CORP28.2K shares0.00%2026-03-312026-05-13

ALPHABET INC ALPHABET INC16.8K shares7.07%2026-03-312026-05-13

WES WESTERN MIDSTREAM PARTNERS L108.0K shares0.00%2026-03-312026-05-13

MQ MARQETA INC1.1M shares-1.05%2026-03-312026-05-13

EPD ENTERPRISE PRODS PARTNERS L103.1K shares0.00%2026-03-312026-05-13

ET ENERGY TRANSFER L P192.8K shares-26.34%2026-03-312026-05-13

WMB WILLIAMS COS INC47.3K shares0.00%2026-03-312026-05-13

Sponsored

AMZN AMAZON COM INC14.4K shares1.02%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR5.0K shares-5.61%2026-03-312026-05-13

NRG NRG ENERGY INC18.5K shares0.00%2026-03-312026-05-13

VTV VANGUARD INDEX FDS12.7K shares-14.83%2026-03-312026-05-13

WMT WALMART INC19.9K shares10.91%2026-03-312026-05-13

EFA ISHARES TR25.3K shares0.00%2026-03-312026-05-13

MSFT MICROSOFT CORP6.5K shares-31.97%2026-03-312026-05-13

ALPHABET INC ALPHABET INC8.3K shares7.72%2026-03-312026-05-13

Sponsored

MDY STATE STR SPDR S&P MIDCAP 403.5K shares-11.21%2026-03-312026-05-13

ISRG INTUITIVE SURGICAL INC4.4K shares0.00%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC14.0K shares29.35%2026-03-312026-05-13

EEM ISHARES TR27.2K shares0.00%2026-03-312026-05-13

AEM AGNICO EAGLE MINES LTD6.8K shares0.00%2026-03-312026-05-13

CVX CHEVRON CORPORATION6.6K shares8.94%2026-03-312026-05-13

MELI MERCADOLIBRE INC760 shares0.00%2026-03-312026-05-13

NEM NEWMONT CORP11.8K shares0.00%2026-03-312026-05-13

Sponsored

NSC NORFOLK SOUTHN CORP4.4K shares0.00%2026-03-312026-05-13

LINE LINEAGE INC37.0K shares0.00%2026-03-312026-05-13

AM ANTERO MIDSTREAM CORP51.0K shares0.00%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR8.4K shares0.00%2026-03-312026-05-13

NEE NEXTERA ENERGY INC12.0K shares0.00%2026-03-312026-05-13

CTVA CORTEVA INC13.1K shares3.71%2026-03-312026-05-13

IYW ISHARES TR6.1K shares0.00%2026-03-312026-05-13

IVV ISHARES TR1.7K shares0.54%2026-03-312026-05-13

Sponsored

AZO AUTOZONE INC308 sharesnew addition2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC1.2K shares8.64%2026-03-312026-05-13

BROADCOM INC BROADCOM INC3.3K shares-1.75%2026-03-312026-05-13

RTX RTX CORPORATION5.2K shares0.00%2026-03-312026-05-13

OKE ONEOK INC NEW11.0K shares-0.14%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS4.0K shares323.78%2026-03-312026-05-13

ARISTA NETWORKS INC ARISTA NETWORKS INC7.7K shares0.00%2026-03-312026-05-13

MPC MARATHON PETE CORP3.8K shares0.00%2026-03-312026-05-13

Sponsored

DLR DIGITAL RLTY TR INC5.0K shares0.00%2026-03-312026-05-13

PEP PEPSICO INC5.8K shares324.30%2026-03-312026-05-13

QNITY ELECTRONICS INC QNITY ELECTRONICS INC7.6K shares18.83%2026-03-312026-05-13

AEE AMEREN CORP7.5K shares0.52%2026-03-312026-05-13

MS MORGAN STANLEY4.5K shares0.58%2026-03-312026-05-13

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC15.2K shares18.84%2026-03-312026-05-13

INTC INTEL CORP15.5K shares208.59%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares-0.72%2026-03-312026-05-13

Sponsored

MCD MCDONALDS CORP2.1K shares50.81%2026-03-312026-05-13

DOW DOW HLDGS INC15.2K shares16.11%2026-03-312026-05-13

VIA VIA TRANSN INC41.6K sharesnew addition2026-03-312026-05-13

LNG CHENIERE ENERGY INC2.1K shares0.00%2026-03-312026-05-13

PG PROCTER & GAMBLE CO4.0K shares0.00%2026-03-312026-05-13

SPYM SPDR SERIES TRUST7.4K shares1.19%2026-03-312026-05-13

IEFA ISHARES TR5.7K shares10.99%2026-03-312026-05-13

MO ALTRIA GROUP INC7.7K shares640.80%2026-03-312026-05-13

Sponsored

AXP AMERICAN EXPRESS CO1.6K shares169.49%2026-03-312026-05-13

ABBV ABBVIE INC2.2K shares21.51%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO1.4K shares0.00%2026-03-312026-05-13

CXM SPRINKLR INC67.7K shares0.00%2026-03-312026-05-13

BOXX EA SERIES TRUST3.4K shares9.83%2026-03-312026-05-13

TSLA TESLA INC1.1K shares4.93%2026-03-312026-05-13

CWEN CLEARWAY ENERGY INC9.8K shares0.00%2026-03-312026-05-13

BAC BANK AMERICA CORP7.9K shares0.00%2026-03-312026-05-13

Sponsored

MPLX MPLX LP6.4K shares0.00%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON1.5K shares0.00%2026-03-312026-05-13

HD HOME DEPOT INC1.1K shares64.80%2026-03-312026-05-13

LLY ELI LILLY & CO386 shares0.00%2026-03-312026-05-13

ABT ABBOTT LABORATORIES3.4K shares46.97%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC2.0K shares21.72%2026-03-312026-05-13

V VISA INC1.1K shares-7.54%2026-03-312026-05-13

PFE PFIZER INC11.3K shares6.01%2026-03-312026-05-13

Sponsored

COWZ PACER FDS TR5.0K shares1.34%2026-03-312026-05-13

IDXX IDEXX LABS INC540 shares0.00%2026-03-312026-05-13

PDD PDD HOLDINGS INC2.8K shares-11.92%2026-03-312026-05-13

META META PLATFORMS INC494 shares14.35%2026-03-312026-05-13

SPG SIMON PPTY GROUP INC NEW1.5K shares0.00%2026-03-312026-05-13

HBAN HUNTINGTON BANCSHARES INC17.7K sharesnew addition2026-03-312026-05-13

MU MICRON TECHNOLOGY INC800 shares0.00%2026-03-312026-05-13

EMXC ISHARES INC3.4K shares-3.25%2026-03-312026-05-13

Sponsored

BKNG BOOKING HOLDINGS INC62 shares0.00%2026-03-312026-05-13

SIX FLAGS ENTERTAINMENT CORP SIX FLAGS ENTERTAINMENT CORP14.0K shares0.00%2026-03-312026-05-13

SPSM SPDR SERIES TRUST4.9K shares-0.12%2026-03-312026-05-13

XIFR XPLR INFRASTRUCTURE LP22.0K shares0.00%2026-03-312026-05-13

MDLZ MONDELEZ INTL INC4.0K shares10.45%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC837 shares0.00%2026-03-312026-05-13

ADM ARCHER DANIELS MIDLAND CO3.1K shares0.79%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC1.0K shares3125.00%2026-03-312026-05-13

Sponsored

GILD GILEAD SCIENCES INC1.5K shares0.00%2026-03-312026-05-13

IJH ISHARES TR3.0K shares-0.13%2026-03-312026-05-13

SCHF SCHWAB STRATEGIC TR8.1K shares-11.37%2026-03-312026-05-13

MTD METTLER TOLEDO INTERNATIONAL150 shares0.00%2026-03-312026-05-13

NOC NORTHROP GRUMMAN CORP276 shares0.00%2026-03-312026-05-13

SBUX STARBUCKS CORP2.1K shares20.25%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.5K shares0.37%2026-03-312026-05-13

COF CAPITAL ONE FINL CORP906 shares0.33%2026-03-312026-05-13

Sponsored

JQUA J P MORGAN EXCHANGE TRADED F2.4K shares24.24%2026-03-312026-05-13

KLAC KLA CORP100 shares0.00%2026-03-312026-05-13

CSCO CISCO SYS INC1.8K shares41.50%2026-03-312026-05-13

MA MASTERCARD INCORPORATED275 shares0.36%2026-03-312026-05-13

TSCO TRACTOR SUPPLY CO3.0K shares0.47%2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC1.1K shares1.07%2026-03-312026-05-13

RNST RENASANT CORP3.6K shares0.00%2026-03-312026-05-13

JVAL J P MORGAN EXCHANGE TRADED F2.6K shares-0.66%2026-03-312026-05-13

Sponsored

IRM IRON MTN INC DEL1.2K shares25.81%2026-03-312026-05-13

MMC MARSH & MCLENNAN COS INC700 shares0.00%2026-03-312026-05-13

NDAQ NASDAQ INC1.4K shares0.00%2026-03-312026-05-13

DE DEERE & CO200 shares0.00%2026-03-312026-05-13

IJR ISHARES TR899 shares-31.84%2026-03-312026-05-13

CEG CONSTELLATION ENERGY CORP400 shares0.00%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC2.1K shares58.72%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC300 shares0.00%2026-03-312026-05-13

Sponsored

SQM SOCIEDAD QUIMICA Y MINERA DE1.2K shares0.00%2026-03-312026-05-13

VLO VALERO ENERGY CORP400 shares0.00%2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP1.0K shares0.29%2026-03-312026-05-13

TMO THERMO FISHER SCIENTIFIC INC194 shares0.52%2026-03-312026-05-13

LOW LOWES COS INC400 shares0.00%2026-03-312026-05-13

CGGR CAPITAL GROUP GROWTH ETF2.2K sharesnew addition2026-03-312026-05-13

TTWO TAKE-TWO INTERACTIVE SOFTWAR440 shares0.00%2026-03-312026-05-13

FANG DIAMONDBACK ENERGY INC434 shares0.00%2026-03-312026-05-13

Sponsored

COST COSTCO WHOLESALE CORPORATION85 shares0.00%2026-03-312026-05-13

BIIB BIOGEN INC447 shares0.00%2026-03-312026-05-13

COP CONOCOPHILLIPS600 shares0.00%2026-03-312026-05-13

ITT INC ITT INC400 shares0.00%2026-03-312026-05-13

FDX FEDEX CORP207 sharesnew addition2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC200 shares0.00%2026-03-312026-05-13

TPR TAPESTRY INC499 sharesnew addition2026-03-312026-05-13

CTRA COTERRA ENERGY INC2.0K shares0.00%2026-03-312026-05-13

Sponsored

DIS DISNEY WALT CO707 shares-0.42%2026-03-312026-05-13

ETR ENTERGY CORP NEW600 shares0.00%2026-03-312026-05-13

FVAL FIDELITY COVINGTON TRUST949 sharesnew addition2026-03-312026-05-13

VLUE ISHARES TR460 shares-46.39%2026-03-312026-05-13

SPMO INVESCO EXCH TRADED FD TR II575 sharesnew addition2026-03-312026-05-13

SHW SHERWIN WILLIAMS CO200 shares0.00%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS107 shares-96.38%2026-03-312026-05-13

CWB SPDR SERIES TRUST697 shares0.29%2026-03-312026-05-13

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN400 shares0.00%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP100 shares0.00%2026-03-312026-05-13

Z ZILLOW GROUP INC1.4K shares0.00%2026-03-312026-05-13

GPN GLOBAL PMTS INC869 sharesnew addition2026-03-312026-05-13

LQD ISHARES TR533 shares0.76%2026-03-312026-05-13

FLOT ISHARES TR1.1K shares0.71%2026-03-312026-05-13

PFF ISHARES TR1.9K shares0.69%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T300 shares0.00%2026-03-312026-05-13

Sponsored

DHR DANAHER CORP DEL293 shares0.00%2026-03-312026-05-13

NMIH NMI HLDGS INC1.4K shares0.00%2026-03-312026-05-13

EMR EMERSON ELEC CO400 shares0.00%2026-03-312026-05-13

TMUS T-MOBILE US INC239 shares0.00%2026-03-312026-05-13

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F722 shares-36.44%2026-03-312026-05-13

CSX CSX CORP1.2K shares0.00%2026-03-312026-05-13

MINO PIMCO ETF TR1.1K shares0.94%2026-03-312026-05-13

WFC WELLS FARGO & CO612 shares0.00%2026-03-312026-05-13

Sponsored

BTG B2GOLD CORP10.7K shares0.00%2026-03-312026-05-13

JMUB J P MORGAN EXCHANGE TRADED F959 shares0.84%2026-03-312026-05-13

BK BANK NEW YORK MELLON CORP400 shares0.00%2026-03-312026-05-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC400 shares0.00%2026-03-312026-05-13

IEMG ISHARES INC661 shares-11.39%2026-03-312026-05-13

INDA ISHARES TR964 shares19.01%2026-03-312026-05-13

KO COCA COLA CO592 shares0.00%2026-03-312026-05-13

AJG GALLAGHER ARTHUR J & CO205 shares0.00%2026-03-312026-05-13

Sponsored

MBB ISHARES TR466 shares0.65%2026-03-312026-05-13

MCO MOODYS CORP100 shares0.00%2026-03-312026-05-13

IEF ISHARES TR457 shares0.66%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC500 shares-27.75%2026-03-312026-05-13

ZG ZILLOW GROUP INC1.0K shares0.00%2026-03-312026-05-13

GLW CORNING INC300 shares0.00%2026-03-312026-05-13

CARR CARRIER GLOBAL CORPORATION700 shares0.00%2026-03-312026-05-13

FIS FIDELITY NATL INFORMATION SV834 shares0.00%2026-03-312026-05-13

Sponsored

SPGI S&P GLOBAL INC87 shares0.00%2026-03-312026-05-13

UPS UNITED PARCEL SVCS INC370 shares1.09%2026-03-312026-05-13

FTNT FORTINET INC420 shares0.00%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP100 shares0.00%2026-03-312026-05-13

EOG EOG RES INC230 shares0.00%2026-03-312026-05-13

RSPH INVESCO EXCHANGE TRADED FD T1.1K shares0.00%2026-03-312026-05-13

SYK STRYKER CORPORATION100 shares0.00%2026-03-312026-05-13

RSG REPUBLIC SVCS INC150 shares0.00%2026-03-312026-05-13

Sponsored

CAG CONAGRA BRANDS INC2.1K shares1.88%2026-03-312026-05-13

TJX TJX COS INC NEW200 shares0.00%2026-03-312026-05-13

ADI ANALOG DEVICES INC100 shares0.00%2026-03-312026-05-13

NVO NOVO-NORDISK A S840 shares0.00%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE106 shares0.00%2026-03-312026-05-13

ELV ELEVANCE HEALTH INC FORMERLY100 shares0.00%2026-03-312026-05-13

TRV TRAVELERS COMPANIES INC100 shares0.00%2026-03-312026-05-13

CC CHEMOURS CO1.3K shares0.00%2026-03-312026-05-13

Sponsored

VHT VANGUARD WORLD FD100 shares0.00%2026-03-312026-05-13

UNP UNION PAC CORP112 shares0.00%2026-03-312026-05-13

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY345 shares0.00%2026-03-312026-05-13

WCN WASTE CONNECTIONS INC165 shares0.00%2026-03-312026-05-13

ORCL ORACLE CORP181 shares0.00%2026-03-312026-05-13

AEP AMERICAN ELEC PWR CO INC200 shares0.00%2026-03-312026-05-13

QCOM QUALCOMM INC200 shares0.00%2026-03-312026-05-13

CGGG CAPITAL GROUP EQUITY ETF TR1.0K sharesnew addition2026-03-312026-05-13

Sponsored

EVRG EVERGY INC300 shares0.00%2026-03-312026-05-13

NTES NETEASE COM INC210 shares0.00%2026-03-312026-05-13

ZTS ZOETIS INC197 shares0.00%2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC200 shares0.00%2026-03-312026-05-13

HON HONEYWELL INTL INC100 shares0.00%2026-03-312026-05-13

T AT&T INC769 shares9.86%2026-03-312026-05-13

NOBL PROSHARES TR201 shares91.43%2026-03-312026-05-13

AME AMETEK INC96 shares0.00%2026-03-312026-05-13

Sponsored

VGK VANGUARD INTL EQUITY INDEX F242 shares0.00%2026-03-312026-05-13

ASTRAZENECA PLC ASTRAZENECA PLC100 sharesnew addition2026-03-312026-05-13

SRE SEMPRA200 shares0.00%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO308 shares14.07%2026-03-312026-05-13

NVS NOVARTIS AG119 shares0.00%2026-03-312026-05-13

ADBE ADOBE INC74 shares0.00%2026-03-312026-05-13

UBS UBS GROUP AG460 shares0.00%2026-03-312026-05-13

LEN LENNAR CORP200 shares0.00%2026-03-312026-05-13

Sponsored

AMT AMERICAN TOWER CORP100 shares0.00%2026-03-312026-05-13

ULTA ULTA BEAUTY INC33 shares0.00%2026-03-312026-05-13

SAP SAP SE100 shares0.00%2026-03-312026-05-13

OWL BLUE OWL CAPITAL INC1.9K shares0.00%2026-03-312026-05-13

BAX BAXTER INTL INC1.0K shares0.00%2026-03-312026-05-13

ECL ECOLAB INC63 shares0.00%2026-03-312026-05-13

SCI SERVICE CORP INTL203 shares0.00%2026-03-312026-05-13

CMG CHIPOTLE MEXICAN GRILL INC500 shares0.00%2026-03-312026-05-13

Sponsored

MET METLIFE INC225 shares0.00%2026-03-312026-05-13

REG REGENCY CTRS CORP200 shares0.00%2026-03-312026-05-13

CMI CUMMINS INC27 shares-15.63%2026-03-312026-05-13

MNST MONSTER BEVERAGE CORP NEW200 shares0.00%2026-03-312026-05-13

SHEL SHELL PLC154 shares0.00%2026-03-312026-05-13

PBA PEMBINA PIPELINE CORP300 shares0.00%2026-03-312026-05-13

DTCR GLOBAL X FDS557 shares0.00%2026-03-312026-05-13

WHR WHIRLPOOL CORP243 sharesnew addition2026-03-312026-05-13

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW100 shares0.00%2026-03-312026-05-13

LW LAMB WESTON HLDGS INC303 shares10.18%2026-03-312026-05-13

IBIT ISHARES BITCOIN TRUST ETF329 shares0.00%2026-03-312026-05-13

PSX PHILLIPS 6666 shares0.00%2026-03-312026-05-13

CME CME GROUP INC39 shares0.00%2026-03-312026-05-13

BOTZ GLOBAL X FDS337 shares0.00%2026-03-312026-05-13

RIO RIO TINTO PLC120 shares0.00%2026-03-312026-05-13

AIQ GLOBAL X FDS233 shares0.00%2026-03-312026-05-13

Sponsored

MAIN MAIN STR CAP CORP200 shares0.00%2026-03-312026-05-13

GEV GE VERNOVA INC12 shares0.00%2026-03-312026-05-13

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC100 shares0.00%2026-03-312026-05-13

PRU PRUDENTIAL FINL INC100 shares0.00%2026-03-312026-05-13

SKYY FIRST TR EXCHANGE-TRADED FD89 shares0.00%2026-03-312026-05-13

SO SOUTHERN CO100 shares-18.03%2026-03-312026-05-13

BP BP PLC200 shares0.00%2026-03-312026-05-13

CNC CENTENE CORP DEL286 shares0.00%2026-03-312026-05-13

Sponsored

WCLD WISDOMTREE TR339 shares0.00%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC54 shares0.00%2026-03-312026-05-13

GSK PLC GSK PLC154 shares0.00%2026-03-312026-05-13

HODL VANECK BITCOIN ETF435 shares0.00%2026-03-312026-05-13

CROWN CASTLE INC CROWN CASTLE INC100 shares0.00%2026-03-312026-05-13

OTIS OTIS WORLDWIDE CORP100 shares0.00%2026-03-312026-05-13

GIS GENERAL MILLS INC200 shares0.00%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC100 shares0.00%2026-03-312026-05-13

Sponsored

ES EVERSOURCE ENERGY100 shares0.00%2026-03-312026-05-13

VOYA VOYA FINANCIAL INC100 shares0.00%2026-03-312026-05-13

SNPS SYNOPSYS INC16 shares0.00%2026-03-312026-05-13

BSX BOSTON SCIENTIFIC CORP100 shares0.00%2026-03-312026-05-13

ADSK AUTODESK INC25 shares0.00%2026-03-312026-05-13

KIM KIMCO REALTY CORP200 shares0.00%2026-03-312026-05-13

FENI FIDELITY COVINGTON TRUST118 sharesnew addition2026-03-312026-05-13

PGR PROGRESSIVE CORP17 sharesnew addition2026-03-312026-05-13

Sponsored

VTRS VIATRIS INC243 shares35.75%2026-03-312026-05-13

PVH PVH CORPORATION39 sharesnew addition2026-03-312026-05-13

LAZARD ACTIVE ETF TR LAZARD ACTIVE ETF TR97 shares0.00%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR36 shares2.86%2026-03-312026-05-13

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC25 shares0.00%2026-03-312026-05-13

HELO J P MORGAN EXCHANGE TRADED F23 sharesnew addition2026-03-312026-05-13

OGN ORGANON & CO152 shares176.36%2026-03-312026-05-13

GRAL GRAIL INC16 shares0.00%2026-03-312026-05-13

Sponsored

WBD WARNER BROS DISCOVERY INC16 sharesnew addition2026-03-312026-05-13

KD KYNDRYL HLDGS INC15 shares0.00%2026-03-312026-05-13

ABR ARBOR REALTY TRUST INC24 shares0.00%2026-03-312026-05-13

QMCO QUANTUM CORP39 sharesnew addition2026-03-312026-05-13

GEHC GE HEALTHCARE TECHNOLOGIES I2 shares0.00%2026-03-312026-05-13

CRWV

COREWEAVE INC

16.94%

Shares2.9M

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

-6.70%

Shares108.9K

Event2026-03-31

Filed2026-05-13

CNK

CINEMARK HLDGS INC

-64.34%

Shares2.0M

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-39.95%

Shares118.8K

Event2026-03-31

Filed2026-05-13

SYY

SYSCO CORP

0.00%

Shares177.8K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

8.76%

Shares48.1K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

2.64%

Shares57.2K

Event2026-03-31

Filed2026-05-13

KKR & CO INC

-4.28%

Shares84.5K

Event2026-03-31

Filed2026-05-13

NFLX

NETFLIX INC.

0.41%

Shares75.3K

Event2026-03-31

Filed2026-05-13

TRGP

TARGA RES CORP

0.00%

Shares28.2K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

7.07%

Shares16.8K

Event2026-03-31

Filed2026-05-13

WES

WESTERN MIDSTREAM PARTNERS L

0.00%

Shares108.0K

Event2026-03-31

Filed2026-05-13

MARQETA INC

-1.05%

Shares1.1M

Event2026-03-31

Filed2026-05-13

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares103.1K

Event2026-03-31

Filed2026-05-13

ENERGY TRANSFER L P

-26.34%

Shares192.8K

Event2026-03-31

Filed2026-05-13

WMB

WILLIAMS COS INC

0.00%

Shares47.3K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

1.02%

Shares14.4K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

-5.61%

Shares5.0K

Event2026-03-31

Filed2026-05-13

NRG

NRG ENERGY INC

0.00%

Shares18.5K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

-14.83%

Shares12.7K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

10.91%

Shares19.9K

Event2026-03-31

Filed2026-05-13

EFA

ISHARES TR

0.00%

Shares25.3K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-31.97%

Shares6.5K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

7.72%

Shares8.3K

Event2026-03-31

Filed2026-05-13

MDY

STATE STR SPDR S&P MIDCAP 40

-11.21%

Shares3.5K

Event2026-03-31

Filed2026-05-13

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-13

MERCK & CO INC

29.35%

Shares14.0K

Event2026-03-31

Filed2026-05-13

EEM

ISHARES TR

0.00%

Shares27.2K

Event2026-03-31

Filed2026-05-13

AEM

AGNICO EAGLE MINES LTD

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

8.94%

Shares6.6K

Event2026-03-31

Filed2026-05-13

MELI

MERCADOLIBRE INC

0.00%

Shares760

Event2026-03-31

Filed2026-05-13

NEM

NEWMONT CORP

0.00%

Shares11.8K

Event2026-03-31

Filed2026-05-13

NSC

NORFOLK SOUTHN CORP

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-13

LINE

LINEAGE INC

0.00%

Shares37.0K

Event2026-03-31

Filed2026-05-13

ANTERO MIDSTREAM CORP

0.00%

Shares51.0K

Event2026-03-31

Filed2026-05-13

XLK

SELECT SECTOR SPDR TR

0.00%

Shares8.4K

Event2026-03-31

Filed2026-05-13

NEE

NEXTERA ENERGY INC

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-13

CTVA

CORTEVA INC

3.71%

Shares13.1K

Event2026-03-31

Filed2026-05-13

IYW

ISHARES TR

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

0.54%

Shares1.7K

Event2026-03-31

Filed2026-05-13

AZO

AUTOZONE INC

New

Shares308

Event2026-03-31

Filed2026-05-13

GOLDMAN SACHS GROUP INC

8.64%

Shares1.2K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

-1.75%

Shares3.3K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-13

OKE

ONEOK INC NEW

-0.14%

Shares11.0K

Event2026-03-31

Filed2026-05-13

IBM

INTERNATIONAL BUSINESS MACHS

323.78%

Shares4.0K

Event2026-03-31

Filed2026-05-13

ARISTA NETWORKS INC

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-13

MPC

MARATHON PETE CORP

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-13

DLR

DIGITAL RLTY TR INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-13

PEP

PEPSICO INC

324.30%

Shares5.8K

Event2026-03-31

Filed2026-05-13

QNITY ELECTRONICS INC

18.83%

Shares7.6K

Event2026-03-31

Filed2026-05-13

AEE

AMEREN CORP

0.52%

Shares7.5K

Event2026-03-31

Filed2026-05-13

MORGAN STANLEY

0.58%

Shares4.5K

Event2026-03-31

Filed2026-05-13

DUPONT DE NEMOURS INC

18.84%

Shares15.2K

Event2026-03-31

Filed2026-05-13

INTC

INTEL CORP

208.59%

Shares15.5K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

-0.72%

Shares1.4K

Event2026-03-31

Filed2026-05-13

MCD

MCDONALDS CORP

50.81%

Shares2.1K

Event2026-03-31

Filed2026-05-13

DOW

DOW HLDGS INC

16.11%

Shares15.2K

Event2026-03-31

Filed2026-05-13

VIA

VIA TRANSN INC

New

Shares41.6K

Event2026-03-31

Filed2026-05-13

LNG

CHENIERE ENERGY INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-13

SPYM

SPDR SERIES TRUST

1.19%

Shares7.4K

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES TR

10.99%

Shares5.7K

Event2026-03-31

Filed2026-05-13

ALTRIA GROUP INC

640.80%

Shares7.7K

Event2026-03-31

Filed2026-05-13

AXP

AMERICAN EXPRESS CO

169.49%

Shares1.6K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

21.51%

Shares2.2K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-13

CXM

SPRINKLR INC

0.00%

Shares67.7K

Event2026-03-31

Filed2026-05-13

BOXX

EA SERIES TRUST

9.83%

Shares3.4K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

4.93%

Shares1.1K

Event2026-03-31

Filed2026-05-13

CWEN

CLEARWAY ENERGY INC

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-13

BAC

BANK AMERICA CORP

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-13

MPLX

MPLX LP

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

64.80%

Shares1.1K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

0.00%

Shares386

Event2026-03-31

Filed2026-05-13

ABT

ABBOTT LABORATORIES

46.97%

Shares3.4K

Event2026-03-31

Filed2026-05-13

PHILIP MORRIS INTL INC

21.72%

Shares2.0K

Event2026-03-31

Filed2026-05-13

VISA INC

-7.54%

Shares1.1K

Event2026-03-31

Filed2026-05-13

PFE

PFIZER INC

6.01%

Shares11.3K

Event2026-03-31

Filed2026-05-13

COWZ

PACER FDS TR

1.34%

Shares5.0K

Event2026-03-31

Filed2026-05-13

IDXX

IDEXX LABS INC

0.00%

Shares540

Event2026-03-31

Filed2026-05-13

PDD

PDD HOLDINGS INC

-11.92%

Shares2.8K

Event2026-03-31

Filed2026-05-13

META

META PLATFORMS INC

14.35%

Shares494

Event2026-03-31

Filed2026-05-13

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-13

HBAN

HUNTINGTON BANCSHARES INC

New

Shares17.7K

Event2026-03-31

Filed2026-05-13

MICRON TECHNOLOGY INC

0.00%

Shares800

Event2026-03-31

Filed2026-05-13

EMXC

ISHARES INC

-3.25%

Shares3.4K

Event2026-03-31

Filed2026-05-13

BKNG

BOOKING HOLDINGS INC

0.00%

Shares62

Event2026-03-31

Filed2026-05-13

SIX FLAGS ENTERTAINMENT CORP

0.00%

Shares14.0K

Event2026-03-31

Filed2026-05-13

SPSM

SPDR SERIES TRUST

-0.12%

Shares4.9K

Event2026-03-31

Filed2026-05-13

XIFR

XPLR INFRASTRUCTURE LP

0.00%

Shares22.0K

Event2026-03-31

Filed2026-05-13

MDLZ

MONDELEZ INTL INC

10.45%

Shares4.0K

Event2026-03-31

Filed2026-05-13

UNH

UNITEDHEALTH GROUP INC

0.00%

Shares837

Event2026-03-31

Filed2026-05-13

ADM

ARCHER DANIELS MIDLAND CO

0.79%

Shares3.1K

Event2026-03-31

Filed2026-05-13

AMD

ADVANCED MICRO DEVICES INC

3125.00%

Shares1.0K

Event2026-03-31

Filed2026-05-13

GILD

GILEAD SCIENCES INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

-0.13%

Shares3.0K

Event2026-03-31

Filed2026-05-13

SCHF

SCHWAB STRATEGIC TR

-11.37%

Shares8.1K

Event2026-03-31

Filed2026-05-13

MTD

METTLER TOLEDO INTERNATIONAL

0.00%

Shares150

Event2026-03-31

Filed2026-05-13

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares276

Event2026-03-31

Filed2026-05-13

SBUX

STARBUCKS CORP

20.25%

Shares2.1K

Event2026-03-31

Filed2026-05-13

INVESCO EXCHANGE TRADED FD T

0.37%

Shares3.5K

Event2026-03-31

Filed2026-05-13

COF

CAPITAL ONE FINL CORP

0.33%

Shares906

Event2026-03-31

Filed2026-05-13

JQUA

J P MORGAN EXCHANGE TRADED F

24.24%

Shares2.4K

Event2026-03-31

Filed2026-05-13

KLAC

KLA CORP

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC

41.50%

Shares1.8K

Event2026-03-31

Filed2026-05-13

MASTERCARD INCORPORATED

0.36%

Shares275

Event2026-03-31

Filed2026-05-13

TSCO

TRACTOR SUPPLY CO

0.47%

Shares3.0K

Event2026-03-31

Filed2026-05-13

BLACKSTONE INC

1.07%

Shares1.1K

Event2026-03-31

Filed2026-05-13

RNST

RENASANT CORP

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-13

JVAL

J P MORGAN EXCHANGE TRADED F

-0.66%

Shares2.6K

Event2026-03-31

Filed2026-05-13

IRM

IRON MTN INC DEL

25.81%

Shares1.2K

Event2026-03-31

Filed2026-05-13

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares700

Event2026-03-31

Filed2026-05-13

NDAQ

NASDAQ INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-13

DEERE & CO

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

-31.84%

Shares899

Event2026-03-31

Filed2026-05-13

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares400

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC

58.72%

Shares2.1K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares300

Event2026-03-31

Filed2026-05-13

SQM

SOCIEDAD QUIMICA Y MINERA DE

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

VLO

VALERO ENERGY CORP

0.00%

Shares400

Event2026-03-31

Filed2026-05-13

SCHW

SCHWAB CHARLES CORP

0.29%

Shares1.0K

Event2026-03-31

Filed2026-05-13

TMO

THERMO FISHER SCIENTIFIC INC

0.52%

Shares194

Event2026-03-31

Filed2026-05-13

LOW

LOWES COS INC

0.00%

Shares400

Event2026-03-31

Filed2026-05-13

CGGR

CAPITAL GROUP GROWTH ETF

New

Shares2.2K

Event2026-03-31

Filed2026-05-13

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

0.00%

Shares440

Event2026-03-31

Filed2026-05-13

FANG

DIAMONDBACK ENERGY INC

0.00%

Shares434

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares85

Event2026-03-31

Filed2026-05-13

BIIB

BIOGEN INC

0.00%

Shares447

Event2026-03-31

Filed2026-05-13

COP

CONOCOPHILLIPS

0.00%

Shares600

Event2026-03-31

Filed2026-05-13

ITT INC

0.00%

Shares400

Event2026-03-31

Filed2026-05-13

FDX

FEDEX CORP

New

Shares207

Event2026-03-31

Filed2026-05-13

EATON CORP PLC

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

TPR

TAPESTRY INC

New

Shares499

Event2026-03-31

Filed2026-05-13

CTRA

COTERRA ENERGY INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-13

DIS

DISNEY WALT CO

-0.42%

Shares707

Event2026-03-31

Filed2026-05-13

ETR

ENTERGY CORP NEW

0.00%

Shares600

Event2026-03-31

Filed2026-05-13

FVAL

FIDELITY COVINGTON TRUST

New

Shares949

Event2026-03-31

Filed2026-05-13

VLUE

ISHARES TR

-46.39%

Shares460

Event2026-03-31

Filed2026-05-13

SPMO

INVESCO EXCH TRADED FD TR II

New

Shares575

Event2026-03-31

Filed2026-05-13

SHW

SHERWIN WILLIAMS CO

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-96.38%

Shares107

Event2026-03-31

Filed2026-05-13

CWB

SPDR SERIES TRUST

0.29%

Shares697

Event2026-03-31

Filed2026-05-13

ICE

INTERCONTINENTAL EXCHANGE IN

0.00%

Shares400

Event2026-03-31

Filed2026-05-13

LMT

LOCKHEED MARTIN CORP

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

ZILLOW GROUP INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-13

GPN

GLOBAL PMTS INC

New

Shares869

Event2026-03-31

Filed2026-05-13

LQD

ISHARES TR

0.76%

Shares533

Event2026-03-31

Filed2026-05-13

FLOT

ISHARES TR

0.71%

Shares1.1K

Event2026-03-31

Filed2026-05-13

PFF

ISHARES TR

0.69%

Shares1.9K

Event2026-03-31

Filed2026-05-13

INVESCO EXCHANGE TRADED FD T

0.00%

Shares300

Event2026-03-31

Filed2026-05-13

DHR

DANAHER CORP DEL

0.00%

Shares293

Event2026-03-31

Filed2026-05-13

NMIH

NMI HLDGS INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-13

EMR

EMERSON ELEC CO

0.00%

Shares400

Event2026-03-31

Filed2026-05-13

TMUS

T-MOBILE US INC

0.00%

Shares239

Event2026-03-31

Filed2026-05-13

J P MORGAN EXCHANGE TRADED F

-36.44%

Shares722

Event2026-03-31

Filed2026-05-13

CSX

CSX CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

MINO

PIMCO ETF TR

0.94%

Shares1.1K

Event2026-03-31

Filed2026-05-13

WFC

WELLS FARGO & CO

0.00%

Shares612

Event2026-03-31

Filed2026-05-13

BTG

B2GOLD CORP

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-13

JMUB

J P MORGAN EXCHANGE TRADED F

0.84%

Shares959

Event2026-03-31

Filed2026-05-13

BANK NEW YORK MELLON CORP

0.00%

Shares400

Event2026-03-31

Filed2026-05-13

WEC ENERGY GROUP INC

0.00%

Shares400

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

-11.39%

Shares661

Event2026-03-31

Filed2026-05-13

INDA

ISHARES TR

19.01%

Shares964

Event2026-03-31

Filed2026-05-13

COCA COLA CO

0.00%

Shares592

Event2026-03-31

Filed2026-05-13

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares205

Event2026-03-31

Filed2026-05-13

MBB

ISHARES TR

0.65%

Shares466

Event2026-03-31

Filed2026-05-13

MCO

MOODYS CORP

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

IEF

ISHARES TR

0.66%

Shares457

Event2026-03-31

Filed2026-05-13

MEDTRONIC PLC

-27.75%

Shares500

Event2026-03-31

Filed2026-05-13

ZILLOW GROUP INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-13

GLW

CORNING INC

0.00%

Shares300

Event2026-03-31

Filed2026-05-13

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares700

Event2026-03-31

Filed2026-05-13

FIS

FIDELITY NATL INFORMATION SV

0.00%

Shares834

Event2026-03-31

Filed2026-05-13

SPGI

S&P GLOBAL INC

0.00%

Shares87

Event2026-03-31

Filed2026-05-13

UPS

UNITED PARCEL SVCS INC

1.09%

Shares370

Event2026-03-31

Filed2026-05-13

FTNT

FORTINET INC

0.00%

Shares420

Event2026-03-31

Filed2026-05-13

GENERAL DYNAMICS CORP

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

EOG

EOG RES INC

0.00%

Shares230

Event2026-03-31

Filed2026-05-13

RSPH

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

SYK

STRYKER CORPORATION

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

RSG

REPUBLIC SVCS INC

0.00%

Shares150

Event2026-03-31

Filed2026-05-13

CAG

CONAGRA BRANDS INC

1.88%

Shares2.1K

Event2026-03-31

Filed2026-05-13

TJX

TJX COS INC NEW

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

ADI

ANALOG DEVICES INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

NVO

NOVO-NORDISK A S

0.00%

Shares840

Event2026-03-31

Filed2026-05-13

GE AEROSPACE

0.00%

Shares106

Event2026-03-31

Filed2026-05-13

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

TRV

TRAVELERS COMPANIES INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

CHEMOURS CO

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-13

VHT

VANGUARD WORLD FD

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

UNP

UNION PAC CORP

0.00%

Shares112

Event2026-03-31

Filed2026-05-13

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares345

Event2026-03-31

Filed2026-05-13

WCN

WASTE CONNECTIONS INC

0.00%

Shares165

Event2026-03-31

Filed2026-05-13

ORCL

ORACLE CORP

0.00%

Shares181

Event2026-03-31

Filed2026-05-13

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

QCOM

QUALCOMM INC

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

CGGG

CAPITAL GROUP EQUITY ETF TR

New

Shares1.0K

Event2026-03-31

Filed2026-05-13

EVRG

EVERGY INC

0.00%

Shares300

Event2026-03-31

Filed2026-05-13

NTES

NETEASE COM INC

0.00%

Shares210

Event2026-03-31

Filed2026-05-13

ZTS

ZOETIS INC

0.00%

Shares197

Event2026-03-31

Filed2026-05-13

CITIGROUP INC

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

HON

HONEYWELL INTL INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

AT&T INC

9.86%

Shares769

Event2026-03-31

Filed2026-05-13

NOBL

PROSHARES TR

91.43%

Shares201

Event2026-03-31

Filed2026-05-13

AME

AMETEK INC

0.00%

Shares96

Event2026-03-31

Filed2026-05-13

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares242

Event2026-03-31

Filed2026-05-13

ASTRAZENECA PLC

New

Shares100

Event2026-03-31

Filed2026-05-13

SRE

SEMPRA

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

BMY

BRISTOL-MYERS SQUIBB CO

14.07%

Shares308

Event2026-03-31

Filed2026-05-13

NVS

NOVARTIS AG

0.00%

Shares119

Event2026-03-31

Filed2026-05-13

ADBE

ADOBE INC

0.00%

Shares74

Event2026-03-31

Filed2026-05-13

UBS

UBS GROUP AG

0.00%

Shares460

Event2026-03-31

Filed2026-05-13

LEN

LENNAR CORP

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

AMT

AMERICAN TOWER CORP

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

ULTA

ULTA BEAUTY INC

0.00%

Shares33

Event2026-03-31

Filed2026-05-13

SAP

SAP SE

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

OWL

BLUE OWL CAPITAL INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-13

BAX

BAXTER INTL INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-13

ECL

ECOLAB INC

0.00%

Shares63

Event2026-03-31

Filed2026-05-13

SCI

SERVICE CORP INTL

0.00%

Shares203

Event2026-03-31

Filed2026-05-13

CMG

CHIPOTLE MEXICAN GRILL INC

0.00%

Shares500

Event2026-03-31

Filed2026-05-13

MET

METLIFE INC

0.00%

Shares225

Event2026-03-31

Filed2026-05-13

REG

REGENCY CTRS CORP

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

CMI

CUMMINS INC

-15.63%

Shares27

Event2026-03-31

Filed2026-05-13

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

SHEL

SHELL PLC

0.00%

Shares154

Event2026-03-31

Filed2026-05-13

PBA

PEMBINA PIPELINE CORP

0.00%

Shares300

Event2026-03-31

Filed2026-05-13

DTCR

GLOBAL X FDS

0.00%

Shares557

Event2026-03-31

Filed2026-05-13

WHR

WHIRLPOOL CORP

New

Shares243

Event2026-03-31

Filed2026-05-13

DUKE ENERGY CORP NEW

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

LAMB WESTON HLDGS INC

10.18%

Shares303

Event2026-03-31

Filed2026-05-13

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares329

Event2026-03-31

Filed2026-05-13

PSX

PHILLIPS 66

0.00%

Shares66

Event2026-03-31

Filed2026-05-13

CME

CME GROUP INC

0.00%

Shares39

Event2026-03-31

Filed2026-05-13

BOTZ

GLOBAL X FDS

0.00%

Shares337

Event2026-03-31

Filed2026-05-13

RIO

RIO TINTO PLC

0.00%

Shares120

Event2026-03-31

Filed2026-05-13

AIQ

GLOBAL X FDS

0.00%

Shares233

Event2026-03-31

Filed2026-05-13

MAIN

MAIN STR CAP CORP

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

GEV

GE VERNOVA INC

0.00%

Shares12

Event2026-03-31

Filed2026-05-13

MARVELL TECHNOLOGY INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

PRU

PRUDENTIAL FINL INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

SKYY

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares89

Event2026-03-31

Filed2026-05-13

SOUTHERN CO

-18.03%

Shares100

Event2026-03-31

Filed2026-05-13

BP PLC

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

CNC

CENTENE CORP DEL

0.00%

Shares286

Event2026-03-31

Filed2026-05-13

WCLD

WISDOMTREE TR

0.00%

Shares339

Event2026-03-31

Filed2026-05-13

PANW

PALO ALTO NETWORKS INC

0.00%

Shares54

Event2026-03-31

Filed2026-05-13

GSK PLC

0.00%

Shares154

Event2026-03-31

Filed2026-05-13

HODL

VANECK BITCOIN ETF

0.00%

Shares435

Event2026-03-31

Filed2026-05-13

CROWN CASTLE INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

GIS

GENERAL MILLS INC

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

UBER

UBER TECHNOLOGIES INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

EVERSOURCE ENERGY

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

VOYA

VOYA FINANCIAL INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

SNPS

SYNOPSYS INC

0.00%

Shares16

Event2026-03-31

Filed2026-05-13

BSX

BOSTON SCIENTIFIC CORP

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

ADSK

AUTODESK INC

0.00%

Shares25

Event2026-03-31

Filed2026-05-13

KIM

KIMCO REALTY CORP

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

FENI

FIDELITY COVINGTON TRUST

New

Shares118

Event2026-03-31

Filed2026-05-13

PGR

PROGRESSIVE CORP

New

Shares17

Event2026-03-31

Filed2026-05-13

VTRS

VIATRIS INC

35.75%

Shares243

Event2026-03-31

Filed2026-05-13

PVH

PVH CORPORATION

New

Shares39

Event2026-03-31

Filed2026-05-13

LAZARD ACTIVE ETF TR

0.00%

Shares97

Event2026-03-31

Filed2026-05-13

XLE

SELECT SECTOR SPDR TR

2.86%

Shares36

Event2026-03-31

Filed2026-05-13

SOLSTICE ADVANCED MATLS INC

0.00%

Shares25

Event2026-03-31

Filed2026-05-13

HELO

J P MORGAN EXCHANGE TRADED F

New

Shares23

Event2026-03-31

Filed2026-05-13

OGN

ORGANON & CO

176.36%

Shares152

Event2026-03-31

Filed2026-05-13

GRAL

GRAIL INC

0.00%

Shares16

Event2026-03-31

Filed2026-05-13

WBD

WARNER BROS DISCOVERY INC

New

Shares16

Event2026-03-31

Filed2026-05-13

KYNDRYL HLDGS INC

0.00%

Shares15

Event2026-03-31

Filed2026-05-13

ABR

ARBOR REALTY TRUST INC

0.00%

Shares24

Event2026-03-31

Filed2026-05-13

QMCO

QUANTUM CORP

New

Shares39

Event2026-03-31

Filed2026-05-13

GEHC

GE HEALTHCARE TECHNOLOGIES I

0.00%

Shares2

Event2026-03-31

Filed2026-05-13

Call Option Holdings

IVV Call CallISHARES TR200 shares0.00%2026-03-312026-05-13

EFA Call CallISHARES TR900 shares0.00%2026-03-312026-05-13

VTV Call CallVANGUARD INDEX FDS300 shares0.00%2026-03-312026-05-13

IJH Call CallISHARES TR400 shares0.00%2026-03-312026-05-13

IVV Call

ISHARES TR

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

EFA Call

ISHARES TR

0.00%

Shares900

Event2026-03-31

Filed2026-05-13

VTV Call

VANGUARD INDEX FDS

0.00%

Shares300

Event2026-03-31

Filed2026-05-13

IJH Call

ISHARES TR

0.00%

Shares400

Event2026-03-31

Filed2026-05-13

Put Option Holdings

CRWV Put PutCOREWEAVE INC130.0K sharesnew addition2026-03-312026-05-13

SPY Put PutSTATE STR SPDR S&P 500 ETF T9.5K shares-5.00%2026-03-312026-05-13

NVDA Put PutNVIDIA CORPORATION26.3K shares-65.53%2026-03-312026-05-13

INVESCO QQQ TR Put PutINVESCO QQQ TR5.5K shares0.00%2026-03-312026-05-13

KKR & CO INC Put PutKKR & CO INC22.0K shares0.00%2026-03-312026-05-13

CRWV Put

COREWEAVE INC

New

Shares130.0K

Event2026-03-31

Filed2026-05-13

SPY Put

STATE STR SPDR S&P 500 ETF T

-5.00%

Shares9.5K

Event2026-03-31

Filed2026-05-13

NVDA Put

NVIDIA CORPORATION

-65.53%

Shares26.3K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR Put

INVESCO QQQ TR

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-13

KKR & CO INC Put

KKR & CO INC

0.00%

Shares22.0K

Event2026-03-31

Filed2026-05-13