Sponsored

The Analysis of Legacy Bridge, LLC's Holdings & P&L

Currently, Legacy Bridge, LLC holds 320 types of securities in its portfolio with a total value $262.2M. In the most recent quarter, they have increased their positions in IVV (+3.9K shares, valued at $2.5M), WDC (+5.8K shares, valued at $1.6M), N/A (+12.8K shares, valued at $1.5M); decreased their positions in WTBA (-8.6K shares, valued at $204.6K), N/A (-604 shares, valued at $170.1K), VOE (-500 shares, valued at $92.1K); initiated new positions in WDC (+5.8K shares, valued at $1.6M), CRDO (+14.9K shares, valued at $1.4M), EWW (+17.0K shares, valued at $1.3M).

1M P&L

+10.6M+4.44%

3M P&L

+19.2M+8.33%

HY P&L

+37.7M+17.81%

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/A38.3M

18.0%

2Semiconductors22.2M

10.4%

3Software - Infrastructure17.1M

8.0%

Top Industries by Stock Count

1N/A99 stocks

23.1%

2Software - Application14 stocks

3.3%

3Semiconductors14 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION65.2K shares1.21%2026-03-312026-05-14

GEV GE VERNOVA INC11.7K shares1.35%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC60.5K shares2.90%2026-03-312026-05-14

STRL STERLING INFRASTRUCTURE INC19.2K shares4.22%2026-03-312026-05-14

BROADCOM INC BROADCOM INC22.5K shares3.96%2026-03-312026-05-14

WTBA WEST BANCORPORATION INC245.8K shares-3.38%2026-03-312026-05-14

CAT CATERPILLAR INC7.7K shares4.13%2026-03-312026-05-14

CELESTICA INC CELESTICA INC17.9K shares-3.27%2026-03-312026-05-14

Sponsored

VRT VERTIV HOLDINGS CO19.9K shares4.65%2026-03-312026-05-14

ARISTA NETWORKS INC ARISTA NETWORKS INC39.4K shares2.61%2026-03-312026-05-14

WMT WALMART INC38.6K shares4.29%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC11.7K shares4.38%2026-03-312026-05-14

AMZN AMAZON COM INC18.9K shares3.72%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.0K shares0.82%2026-03-312026-05-14

LLY ELI LILLY & CO4.0K shares2.95%2026-03-312026-05-14

EATON CORP PLC EATON CORP PLC10.0K shares5.20%2026-03-312026-05-14

Sponsored

MSFT MICROSOFT CORP9.1K shares3.81%2026-03-312026-05-14

ALPHABET INC ALPHABET INC10.7K shares5.62%2026-03-312026-05-14

JCI JOHNSON CONTROLS INTERNATION23.0K shares-0.52%2026-03-312026-05-14

PH PARKER-HANNIFIN CORP3.2K shares1.91%2026-03-312026-05-14

IVV ISHARES TR4.4K shares778.60%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO9.7K shares0.57%2026-03-312026-05-14

ASML ASML HLDG NV2.1K shares2.43%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION2.7K shares1.87%2026-03-312026-05-14

Sponsored

AAPL APPLE INC9.4K shares1.09%2026-03-312026-05-14

IEMG ISHARES INC34.0K shares11.70%2026-03-312026-05-14

IWO ISHARES TR7.5K shares2.33%2026-03-312026-05-14

XOM EXXON MOBIL CORP13.8K shares0.00%2026-03-312026-05-14

PREF PRINCIPAL EXCHANGE TRADED FD123.5K shares-1.64%2026-03-312026-05-14

VLO VALERO ENERGY CORP9.3K shares-0.55%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS35.8K shares6.44%2026-03-312026-05-14

DE DEERE & CO4.1K shares3.17%2026-03-312026-05-14

Sponsored

IWM ISHARES TR9.1K shares1.82%2026-03-312026-05-14

BK BANK NEW YORK MELLON CORP18.9K shares7.13%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC6.5K shares21.89%2026-03-312026-05-14

PWR QUANTA SVCS INC3.7K shares0.99%2026-03-312026-05-14

OKLO OKLO INC40.5K shares6.32%2026-03-312026-05-14

LEU CENTRUS ENERGY CORP11.4K shares8.56%2026-03-312026-05-14

VXUS VANGUARD STAR FDS25.4K shares0.08%2026-03-312026-05-14

NBIS NEBIUS GROUP N.V.18.8K shares4.52%2026-03-312026-05-14

Sponsored

ISRG INTUITIVE SURGICAL INC4.2K shares1.09%2026-03-312026-05-14

IXUS ISHARES TR21.9K shares26.64%2026-03-312026-05-14

LOW LOWES COS INC8.0K shares1.33%2026-03-312026-05-14

HD HOME DEPOT INC5.7K shares0.28%2026-03-312026-05-14

WSM WILLIAMS SONOMA INC10.3K shares3.53%2026-03-312026-05-14

FCX FREEPORT MCMORAN INC31.4K shares4.45%2026-03-312026-05-14

IWR ISHARES TR18.9K shares0.69%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC9.0K shares26.31%2026-03-312026-05-14

Sponsored

CVX CHEVRON CORPORATION8.8K shares-0.02%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC11.2K shares0.00%2026-03-312026-05-14

IWN ISHARES TR9.3K shares0.00%2026-03-312026-05-14

NFG NATIONAL FUEL GAS CO18.5K shares2.96%2026-03-312026-05-14

EQIX EQUINIX INC1.7K shares-0.17%2026-03-312026-05-14

DLR DIGITAL RLTY TR INC9.4K shares-0.27%2026-03-312026-05-14

NXT NEXTPOWER INC13.5K shares0.00%2026-03-312026-05-14

HPE HEWLETT PACKARD ENTERPRISE C67.8K shares1.95%2026-03-312026-05-14

Sponsored

ESE ESCO TECHNOLOGIES INC5.7K shares8.78%2026-03-312026-05-14

IWS ISHARES TR10.9K shares0.00%2026-03-312026-05-14

AXON AXON ENTERPRISE INC3.7K shares1.23%2026-03-312026-05-14

WDC WESTERN DIGITAL CORP5.8K sharesnew addition2026-03-312026-05-14

NDAQ NASDAQ INC18.3K shares0.11%2026-03-312026-05-14

EFA ISHARES TR15.7K shares0.74%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC13.3K shares2663.83%2026-03-312026-05-14

TSCO TRACTOR SUPPLY CO32.8K shares0.92%2026-03-312026-05-14

Sponsored

SCHM SCHWAB STRATEGIC TR47.8K shares0.00%2026-03-312026-05-14

MS MORGAN STANLEY8.8K shares-0.34%2026-03-312026-05-14

XBI SPDR SERIES TRUST11.2K shares-0.80%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC1.5K shares2.21%2026-03-312026-05-14

CRDO CREDO TECHNOLOGY GROUP HOLDI14.9K sharesnew addition2026-03-312026-05-14

FITB FIFTH THIRD BANCORP30.1K shares5.10%2026-03-312026-05-14

TMUS T-MOBILE US INC6.6K shares0.00%2026-03-312026-05-14

META META PLATFORMS INC2.4K shares4.91%2026-03-312026-05-14

Sponsored

NXPI NXP SEMICONDUCTORS N V6.8K shares-4.12%2026-03-312026-05-14

EWW ISHARES INC17.0K sharesnew addition2026-03-312026-05-14

QCOM QUALCOMM INC9.7K shares-0.56%2026-03-312026-05-14

CCJ CAMECO CORP11.5K shares0.09%2026-03-312026-05-14

VST VISTRA CORP8.2K shares6.33%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F22.2K shares15.86%2026-03-312026-05-14

ARGT GLOBAL X FDS12.8K sharesnew addition2026-03-312026-05-14

NEE NEXTERA ENERGY INC12.7K shares3.76%2026-03-312026-05-14

Sponsored

RIO RIO TINTO PLC11.7K shares0.00%2026-03-312026-05-14

MELI MERCADOLIBRE INC625 shares1589.19%2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC2.1K shares-1.72%2026-03-312026-05-14

GEHC GE HEALTHCARE TECHNOLOGIES I14.4K shares-4.31%2026-03-312026-05-14

J JACOBS SOLUTIONS INC7.9K shares-0.63%2026-03-312026-05-14

NU NU HLDGS LTD69.6K shares1.76%2026-03-312026-05-14

DHR DANAHER CORP DEL5.2K shares1.26%2026-03-312026-05-14

CTRE CARETRUST REIT INC26.1K shares-0.19%2026-03-312026-05-14

Sponsored

GS GOLDMAN SACHS GROUP INC1.1K shares0.00%2026-03-312026-05-14

TJX TJX COS INC NEW5.6K shares0.00%2026-03-312026-05-14

BSX BOSTON SCIENTIFIC CORP14.2K shares0.00%2026-03-312026-05-14

VTWO VANGUARD SCOTTSDALE FDS8.9K shares11.72%2026-03-312026-05-14

SYK STRYKER CORPORATION2.7K shares-6.92%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares13.45%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR34.6K shares7.76%2026-03-312026-05-14

PFE PFIZER INC30.4K shares-0.26%2026-03-312026-05-14

Sponsored

AVAV AEROVIRONMENT INC4.5K shares11.76%2026-03-312026-05-14

JEPI J P MORGAN EXCHANGE TRADED F14.6K shares2.78%2026-03-312026-05-14

IWP ISHARES TR6.3K shares0.13%2026-03-312026-05-14

ALPHABET INC ALPHABET INC2.8K shares-1.24%2026-03-312026-05-14

SNOW SNOWFLAKE INC5.1K shares2.12%2026-03-312026-05-14

IJH ISHARES TR11.3K shares5.69%2026-03-312026-05-14

TM TOYOTA MOTOR CORP3.7K shares2.22%2026-03-312026-05-14

UNP UNION PAC CORP3.0K shares-4.35%2026-03-312026-05-14

Sponsored

NSIT INSIGHT ENTERPRISES INC10.4K shares0.00%2026-03-312026-05-14

MDLZ MONDELEZ INTL INC11.8K shares0.00%2026-03-312026-05-14

COP CONOCOPHILLIPS5.0K shares-1.08%2026-03-312026-05-14

SCHA SCHWAB STRATEGIC TR22.7K shares0.00%2026-03-312026-05-14

PG PROCTER & GAMBLE CO4.4K shares0.00%2026-03-312026-05-14

CELH CELSIUS HLDGS INC17.7K shares1.09%2026-03-312026-05-14

TEM TEMPUS AI INC13.2K shares6.36%2026-03-312026-05-14

CME CME GROUP INC2.0K shares0.00%2026-03-312026-05-14

Sponsored

NOW SERVICENOW INC5.5K shares-2.13%2026-03-312026-05-14

WFC WELLS FARGO & CO6.4K shares0.00%2026-03-312026-05-14

IVW ISHARES TR4.4K shares1.16%2026-03-312026-05-14

MCD MCDONALDS CORP1.6K shares-14.63%2026-03-312026-05-14

HRB BLOCK H & R INC15.3K shares0.00%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T724 shares0.00%2026-03-312026-05-14

IGSB ISHARES TR8.4K shares0.00%2026-03-312026-05-14

ILOW AB ACTIVE ETFS INC9.8K sharesnew addition2026-03-312026-05-14

Sponsored

WK WORKIVA INC6.7K shares0.00%2026-03-312026-05-14

IONQ IONQ INC13.5K shares11.24%2026-03-312026-05-14

NTRS NORTHERN TR CORP2.7K shares0.00%2026-03-312026-05-14

ETFS GOLD TR ETFS GOLD TR8.1K shares0.31%2026-03-312026-05-14

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY4.2K shares-4.55%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP537 shares2.87%2026-03-312026-05-14

IWF ISHARES TR750 shares0.00%2026-03-312026-05-14

INTU INTUIT735 shares0.00%2026-03-312026-05-14

Sponsored

NFLX NETFLIX INC.3.2K shares0.00%2026-03-312026-05-14

WDAY WORKDAY INC2.3K shares-1.85%2026-03-312026-05-14

SPDW SPDR INDEX SHS FDS6.6K shares0.00%2026-03-312026-05-14

MA MASTERCARD INCORPORATED590 shares-3.28%2026-03-312026-05-14

ABT ABBOTT LABORATORIES2.8K shares-2.82%2026-03-312026-05-14

VO VANGUARD INDEX FDS972 shares0.00%2026-03-312026-05-14

GVAL CAMBRIA ETF TR8.4K shares0.00%2026-03-312026-05-14

VOE VANGUARD INDEX FDS1.4K shares-25.97%2026-03-312026-05-14

Sponsored

STZ CONSTELLATION BRANDS INC1.7K shares-2.55%2026-03-312026-05-14

CARR CARRIER GLOBAL CORPORATION4.2K shares-2.03%2026-03-312026-05-14

IJR ISHARES TR1.9K shares0.00%2026-03-312026-05-14

IJK ISHARES TR2.2K shares5.62%2026-03-312026-05-14

SCHX SCHWAB STRATEGIC TR8.4K shares0.00%2026-03-312026-05-14

SO SOUTHERN CO2.1K shares-8.91%2026-03-312026-05-14

VONV VANGUARD SCOTTSDALE FDS2.1K shares0.00%2026-03-312026-05-14

VBR VANGUARD INDEX FDS908 shares-17.30%2026-03-312026-05-14

Sponsored

QRVO QORVO INC2.5K shares0.00%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO640 shares-7.91%2026-03-312026-05-14

SCHV SCHWAB STRATEGIC TR6.3K shares0.00%2026-03-312026-05-14

VTI VANGUARD INDEX FDS600 shares0.00%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR2.2K shares3.85%2026-03-312026-05-14

EWU ISHARES TR4.0K shares0.00%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR311 shares37.61%2026-03-312026-05-14

VOT VANGUARD INDEX FDS656 shares0.00%2026-03-312026-05-14

Sponsored

BIIB BIOGEN INC880 shares-3.30%2026-03-312026-05-14

RSPH INVESCO EXCHANGE TRADED FD T5.2K shares0.00%2026-03-312026-05-14

IJJ ISHARES TR1.2K shares0.00%2026-03-312026-05-14

VOOV VANGUARD ADMIRAL FDS INC757 shares0.00%2026-03-312026-05-14

IVE ISHARES TR729 shares0.00%2026-03-312026-05-14

VBK VANGUARD INDEX FDS502 shares0.00%2026-03-312026-05-14

NVTS NAVITAS SEMICONDUCTOR CORP16.9K shares0.00%2026-03-312026-05-14

VUG VANGUARD INDEX FDS314 shares0.00%2026-03-312026-05-14

Sponsored

PRU PRUDENTIAL FINL INC1.4K shares0.00%2026-03-312026-05-14

VTV VANGUARD INDEX FDS662 shares27.06%2026-03-312026-05-14

IREN IREN LIMITED3.8K shares179.63%2026-03-312026-05-14

VTIP VANGUARD MALVERN FDS2.6K shares0.00%2026-03-312026-05-14

CVS CVS HEALTH CORP1.8K shares-7.46%2026-03-312026-05-14

ULTA ULTA BEAUTY INC240 shares-9.43%2026-03-312026-05-14

CASY CASEYS GEN STORES INC171 shares0.00%2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC313 shares0.97%2026-03-312026-05-14

Sponsored

UPS UNITED PARCEL SVCS INC1.2K shares-9.57%2026-03-312026-05-14

KNX KNIGHT-SWIFT TRANSN HLDGS IN2.1K shares-4.62%2026-03-312026-05-14

VEU VANGUARD INTL EQUITY INDEX F1.6K shares0.00%2026-03-312026-05-14

SCHG SCHWAB STRATEGIC TR4.0K shares0.00%2026-03-312026-05-14

MPC MARATHON PETE CORP465 shares-11.09%2026-03-312026-05-14

ALAB ASTERA LABS INC1.0K shares0.00%2026-03-312026-05-14

SCHO SCHWAB STRATEGIC TR4.6K shares0.00%2026-03-312026-05-14

STIP ISHARES TR1.0K shares0.00%2026-03-312026-05-14

Sponsored

ORCL ORACLE CORP702 shares0.00%2026-03-312026-05-14

TSLA TESLA INC270 shares0.00%2026-03-312026-05-14

ECL ECOLAB INC375 shares-7.64%2026-03-312026-05-14

DGS WISDOMTREE TR1.5K shares0.00%2026-03-312026-05-14

CTVA CORTEVA INC1.0K shares0.00%2026-03-312026-05-14

MFC MANULIFE FINL CORP2.5K shares0.00%2026-03-312026-05-14

DEM WISDOMTREE TR1.6K shares0.00%2026-03-312026-05-14

SU SUNCOR ENERGY INC NEW1.2K shares0.00%2026-03-312026-05-14

Sponsored

UDN INVESCO DB US DLR INDEX TR4.3K shares0.00%2026-03-312026-05-14

ICE INTERCONTINENTAL EXCHANGE IN470 shares-13.76%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR1.5K shares0.00%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.4K shares0.00%2026-03-312026-05-14

DEO DIAGEO PLC895 shares0.00%2026-03-312026-05-14

GUNR FLEXSHARES TR1.2K shares0.00%2026-03-312026-05-14

DAR DARLING INGREDIENTS INC1.0K shares0.00%2026-03-312026-05-14

EWJ ISHARES INC700 shares0.00%2026-03-312026-05-14

Sponsored

AMAT APPLIED MATLS INC165 shares0.00%2026-03-312026-05-14

SHEL SHELL PLC600 shares0.00%2026-03-312026-05-14

DVY ISHARES TR350 shares0.00%2026-03-312026-05-14

PFG PRINCIPAL FINANCIAL GROUP IN570 shares0.00%2026-03-312026-05-14

PPG PPG INDS INC469 shares0.00%2026-03-312026-05-14

EMR EMERSON ELEC CO380 shares-5.00%2026-03-312026-05-14

IBDT ISHARES TR1.9K shares0.00%2026-03-312026-05-14

FXE INVESCO CURRENCYSHARES EURO450 shares0.00%2026-03-312026-05-14

Sponsored

COF CAPITAL ONE FINL CORP262 shares-24.06%2026-03-312026-05-14

PHO INVESCO EXCHANGE TRADED FD T710 shares0.00%2026-03-312026-05-14

ILF ISHARES TR1.3K shares0.00%2026-03-312026-05-14

NVS NOVARTIS AG292 shares0.00%2026-03-312026-05-14

MP MP MATERIALS CORP850 shares21.43%2026-03-312026-05-14

XLI SELECT SECTOR SPDR TR250 shares0.00%2026-03-312026-05-14

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD909 shares0.00%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE139 shares0.00%2026-03-312026-05-14

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MAS MASCO CORP650 shares0.00%2026-03-312026-05-14

GSIE GOLDMAN SACHS ETF TR883 shares0.00%2026-03-312026-05-14

V VISA INC126 shares0.00%2026-03-312026-05-14

CAH CARDINAL HEALTH INC180 shares0.00%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC218 shares0.00%2026-03-312026-05-14

FDX FEDEX CORP100 shares-24.81%2026-03-312026-05-14

SCHZ SCHWAB STRATEGIC TR1.5K shares0.00%2026-03-312026-05-14

NET CLOUDFLARE INC170 shares13.33%2026-03-312026-05-14

Sponsored

CENCORA INC CENCORA INC110 shares-17.91%2026-03-312026-05-14

IBDS ISHARES TR1.4K shares0.00%2026-03-312026-05-14

IJT ISHARES TR236 shares0.00%2026-03-312026-05-14

ABBV ABBVIE INC156 shares0.00%2026-03-312026-05-14

IBDR ISHARES TR1.4K shares0.00%2026-03-312026-05-14

CGW INVESCO EXCH TRADED FD TR II500 shares0.00%2026-03-312026-05-14

SPEM SPDR INDEX SHS FDS671 shares-50.33%2026-03-312026-05-14

CMCSA COMCAST CORP NEW1.1K shares0.00%2026-03-312026-05-14

Sponsored

ACGL ARCH CAP GROUP LTD313 shares0.00%2026-03-312026-05-14

EFV ISHARES TR400 shares0.00%2026-03-312026-05-14

DOW DOW HLDGS INC711 shares-45.31%2026-03-312026-05-14

INNVENTURE INC INNVENTURE INC7.5K shares0.00%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP128 shares0.00%2026-03-312026-05-14

SBUX STARBUCKS CORP295 shares0.00%2026-03-312026-05-14

EQR EQUITY RESIDENTIAL442 shares0.00%2026-03-312026-05-14

APP APPLOVIN CORP65 shares0.00%2026-03-312026-05-14

Sponsored

ONON ON HLDG AG755 shares0.00%2026-03-312026-05-14

XLB SELECT SECTOR SPDR TR510 shares0.00%2026-03-312026-05-14

SNDK SANDISK CORP40 sharesnew addition2026-03-312026-05-14

T AT&T INC872 shares0.00%2026-03-312026-05-14

EQT CORP EQT CORP395 shares-12.80%2026-03-312026-05-14

AVB AVALONBAY CMNTYS INC150 shares0.00%2026-03-312026-05-14

TPL TEXAS PACIFIC LAND CORPORATI51 shares0.00%2026-03-312026-05-14

RTX RTX CORPORATION123 shares0.00%2026-03-312026-05-14

Sponsored

CSCO CISCO SYS INC300 shares0.00%2026-03-312026-05-14

INTC INTEL CORP500 shares-28.16%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS248 shares1.64%2026-03-312026-05-14

IGF ISHARES TR317 shares0.00%2026-03-312026-05-14

HOOD ROBINHOOD MKTS INC305 shares0.00%2026-03-312026-05-14

LITE LUMENTUM HLDGS INC30 sharesnew addition2026-03-312026-05-14

BKNG BOOKING HOLDINGS INC5 shares0.00%2026-03-312026-05-14

SYY SYSCO CORP295 shares0.00%2026-03-312026-05-14

Sponsored

VSS VANGUARD INTL EQUITY INDEX F140 shares0.00%2026-03-312026-05-14

DELL DELL TECHNOLOGIES INC120 shares0.00%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR132 shares0.00%2026-03-312026-05-14

CRM SALESFORCE INC103 shares0.00%2026-03-312026-05-14

KLAC KLA CORP13 shares0.00%2026-03-312026-05-14

LEN LENNAR CORP215 shares-11.89%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS75 shares0.00%2026-03-312026-05-14

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC180 shares0.00%2026-03-312026-05-14

Sponsored

XPO XPO INC90 shares0.00%2026-03-312026-05-14

DRAFTKINGS INC NEW DRAFTKINGS INC NEW800 shares0.00%2026-03-312026-05-14

USRT ISHARES TR291 shares33.49%2026-03-312026-05-14

EEM ISHARES TR300 shares0.00%2026-03-312026-05-14

AGG ISHARES TR158 shares532.00%2026-03-312026-05-14

IDEV ISHARES TR187 shares0.00%2026-03-312026-05-14

CUT INVESCO EXCH TRADED FD TR II539 shares0.00%2026-03-312026-05-14

D DOMINION ENERGY INC245 shares0.00%2026-03-312026-05-14

Sponsored

CDNS CADENCE DESIGN SYSTEM INC54 shares-34.15%2026-03-312026-05-14

WSO WATSCO INC40 shares0.00%2026-03-312026-05-14

SCHE SCHWAB STRATEGIC TR440 shares0.00%2026-03-312026-05-14

EOSE EOS ENERGY ENTERPRISES INC2.8K shares115.38%2026-03-312026-05-14

PSTG EVERPURE INC235 shares4.44%2026-03-312026-05-14

MDB MONGODB INC55 shares0.00%2026-03-312026-05-14

BABA ALIBABA GROUP HLDG LTD107 shares0.00%2026-03-312026-05-14

MKL MARKEL GROUP INC7 shares0.00%2026-03-312026-05-14

Sponsored

DDOG DATADOG INC112 shares0.00%2026-03-312026-05-14

CIFR CIPHER DIGITAL INC1.0K shares2.00%2026-03-312026-05-14

AAOI APPLIED OPTOELECTRONICS INC150 sharesnew addition2026-03-312026-05-14

EZU ISHARES INC200 shares36.05%2026-03-312026-05-14

EA ELECTRONIC ARTS INC60 shares0.00%2026-03-312026-05-14

MCO MOODYS CORP25 shares-28.57%2026-03-312026-05-14

VEEV VEEVA SYS INC60 shares0.00%2026-03-312026-05-14

VMC VULCAN MATLS CO35 shares0.00%2026-03-312026-05-14

Sponsored

SCHD SCHWAB STRATEGIC TR300 shares0.00%2026-03-312026-05-14

CRML CRITICAL METALS CORP1.1K shares0.00%2026-03-312026-05-14

BAC BANK AMERICA CORP145 shares-71.62%2026-03-312026-05-14

VGK VANGUARD INTL EQUITY INDEX F81 shares0.00%2026-03-312026-05-14

SLB SLB LIMITED125 shares0.00%2026-03-312026-05-14

POST POST HLDGS INC58 shares0.00%2026-03-312026-05-14

CL COLGATE PALMOLIVE CO64 shares0.00%2026-03-312026-05-14

IWD ISHARES TR25 shares0.00%2026-03-312026-05-14

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T25 sharesnew addition2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC16 shares-75.00%2026-03-312026-05-14

XLC SELECT SECTOR SPDR TR37 shares0.00%2026-03-312026-05-14

BSV VANGUARD BD INDEX FDS50 shares0.00%2026-03-312026-05-14

RKT ROCKET COS INC275 shares0.00%2026-03-312026-05-14

BIV VANGUARD BD INDEX FDS50 shares0.00%2026-03-312026-05-14

ARM ARM HOLDINGS PLC25 sharesnew addition2026-03-312026-05-14

AMGN AMGEN INC10 shares-72.22%2026-03-312026-05-14

Sponsored

SCCO SOUTHERN COPPER CORP20 shares0.00%2026-03-312026-05-14

ETHE GRAYSCALE ETHEREUM STAKING E200 shares0.00%2026-03-312026-05-14

BKR BAKER HUGHES COMPANY55 shares-81.61%2026-03-312026-05-14

TIP ISHARES TR28 shares0.00%2026-03-312026-05-14

TGT TARGET CORP25 sharesnew addition2026-03-312026-05-14

COMP COMPASS INC400 shares0.00%2026-03-312026-05-14

FMAT FIDELITY COVINGTON TRUST50 shares0.00%2026-03-312026-05-14

CROWN CASTLE INC CROWN CASTLE INC35 shares0.00%2026-03-312026-05-14

Sponsored

SYM SYMBOTIC INC50 sharesnew addition2026-03-312026-05-14

SHAK SHAKE SHACK INC30 shares0.00%2026-03-312026-05-14

SPDR SERIES TRUST SPDR SERIES TRUST26 shares0.00%2026-03-312026-05-14

PSA PUBLIC STORAGE OPER CO8 shares0.00%2026-03-312026-05-14

CRSP CRISPR THERAPEUTICS AG40 sharesnew addition2026-03-312026-05-14

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC42 sharesnew addition2026-03-312026-05-14

DHI D R HORTON INC11 shares-71.79%2026-03-312026-05-14

UNG UNITED STS NAT GAS FD LP125 sharesnew addition2026-03-312026-05-14

Sponsored

NRG NRG ENERGY INC10 sharesnew addition2026-03-312026-05-14

KWEB KRANESHARES TRUST50 shares0.00%2026-03-312026-05-14

PEP PEPSICO INC7 shares0.00%2026-03-312026-05-14

JEPQ J P MORGAN EXCHANGE TRADED F15 shares0.00%2026-03-312026-05-14

ROCKET LAB CORP ROCKET LAB CORP10 sharesnew addition2026-03-312026-05-14

IGV ISHARES TR8 shares100.00%2026-03-312026-05-14

ETH GRAYSCALE ETHEREUM STAKING20 shares0.00%2026-03-312026-05-14

AMKR AMKOR TECHNOLOGY INC7 sharesnew addition2026-03-312026-05-14

Sponsored

NVDA

NVIDIA CORPORATION

1.21%

Shares65.2K

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

1.35%

Shares11.7K

Event2026-03-31

Filed2026-05-14

PLTR

PALANTIR TECHNOLOGIES INC

2.90%

Shares60.5K

Event2026-03-31

Filed2026-05-14

STRL

STERLING INFRASTRUCTURE INC

4.22%

Shares19.2K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

3.96%

Shares22.5K

Event2026-03-31

Filed2026-05-14

WTBA

WEST BANCORPORATION INC

-3.38%

Shares245.8K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

4.13%

Shares7.7K

Event2026-03-31

Filed2026-05-14

CELESTICA INC

-3.27%

Shares17.9K

Event2026-03-31

Filed2026-05-14

VRT

VERTIV HOLDINGS CO

4.65%

Shares19.9K

Event2026-03-31

Filed2026-05-14

ARISTA NETWORKS INC

2.61%

Shares39.4K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

4.29%

Shares38.6K

Event2026-03-31

Filed2026-05-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

4.38%

Shares11.7K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

3.72%

Shares18.9K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

0.82%

Shares8.0K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

2.95%

Shares4.0K

Event2026-03-31

Filed2026-05-14

EATON CORP PLC

5.20%

Shares10.0K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

3.81%

Shares9.1K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

5.62%

Shares10.7K

Event2026-03-31

Filed2026-05-14

JCI

JOHNSON CONTROLS INTERNATION

-0.52%

Shares23.0K

Event2026-03-31

Filed2026-05-14

PARKER-HANNIFIN CORP

1.91%

Shares3.2K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

778.60%

Shares4.4K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

0.57%

Shares9.7K

Event2026-03-31

Filed2026-05-14

ASML

ASML HLDG NV

2.43%

Shares2.1K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

1.87%

Shares2.7K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

1.09%

Shares9.4K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

11.70%

Shares34.0K

Event2026-03-31

Filed2026-05-14

IWO

ISHARES TR

2.33%

Shares7.5K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

0.00%

Shares13.8K

Event2026-03-31

Filed2026-05-14

PREF

PRINCIPAL EXCHANGE TRADED FD

-1.64%

Shares123.5K

Event2026-03-31

Filed2026-05-14

VLO

VALERO ENERGY CORP

-0.55%

Shares9.3K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

6.44%

Shares35.8K

Event2026-03-31

Filed2026-05-14

DEERE & CO

3.17%

Shares4.1K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

1.82%

Shares9.1K

Event2026-03-31

Filed2026-05-14

BANK NEW YORK MELLON CORP

7.13%

Shares18.9K

Event2026-03-31

Filed2026-05-14

MICRON TECHNOLOGY INC

21.89%

Shares6.5K

Event2026-03-31

Filed2026-05-14

PWR

QUANTA SVCS INC

0.99%

Shares3.7K

Event2026-03-31

Filed2026-05-14

OKLO

OKLO INC

6.32%

Shares40.5K

Event2026-03-31

Filed2026-05-14

LEU

CENTRUS ENERGY CORP

8.56%

Shares11.4K

Event2026-03-31

Filed2026-05-14

VXUS

VANGUARD STAR FDS

0.08%

Shares25.4K

Event2026-03-31

Filed2026-05-14

NBIS

NEBIUS GROUP N.V.

4.52%

Shares18.8K

Event2026-03-31

Filed2026-05-14

ISRG

INTUITIVE SURGICAL INC

1.09%

Shares4.2K

Event2026-03-31

Filed2026-05-14

IXUS

ISHARES TR

26.64%

Shares21.9K

Event2026-03-31

Filed2026-05-14

LOW

LOWES COS INC

1.33%

Shares8.0K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

0.28%

Shares5.7K

Event2026-03-31

Filed2026-05-14

WSM

WILLIAMS SONOMA INC

3.53%

Shares10.3K

Event2026-03-31

Filed2026-05-14

FCX

FREEPORT MCMORAN INC

4.45%

Shares31.4K

Event2026-03-31

Filed2026-05-14

IWR

ISHARES TR

0.69%

Shares18.9K

Event2026-03-31

Filed2026-05-14

AMD

ADVANCED MICRO DEVICES INC

26.31%

Shares9.0K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

-0.02%

Shares8.8K

Event2026-03-31

Filed2026-05-14

PANW

PALO ALTO NETWORKS INC

0.00%

Shares11.2K

Event2026-03-31

Filed2026-05-14

IWN

ISHARES TR

0.00%

Shares9.3K

Event2026-03-31

Filed2026-05-14

NFG

NATIONAL FUEL GAS CO

2.96%

Shares18.5K

Event2026-03-31

Filed2026-05-14

EQIX

EQUINIX INC

-0.17%

Shares1.7K

Event2026-03-31

Filed2026-05-14

DLR

DIGITAL RLTY TR INC

-0.27%

Shares9.4K

Event2026-03-31

Filed2026-05-14

NXT

NEXTPOWER INC

0.00%

Shares13.5K

Event2026-03-31

Filed2026-05-14

HPE

HEWLETT PACKARD ENTERPRISE C

1.95%

Shares67.8K

Event2026-03-31

Filed2026-05-14

ESE

ESCO TECHNOLOGIES INC

8.78%

Shares5.7K

Event2026-03-31

Filed2026-05-14

IWS

ISHARES TR

0.00%

Shares10.9K

Event2026-03-31

Filed2026-05-14

AXON

AXON ENTERPRISE INC

1.23%

Shares3.7K

Event2026-03-31

Filed2026-05-14

WDC

WESTERN DIGITAL CORP

New

Shares5.8K

Event2026-03-31

Filed2026-05-14

NDAQ

NASDAQ INC

0.11%

Shares18.3K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

0.74%

Shares15.7K

Event2026-03-31

Filed2026-05-14

CITIGROUP INC

2663.83%

Shares13.3K

Event2026-03-31

Filed2026-05-14

TSCO

TRACTOR SUPPLY CO

0.92%

Shares32.8K

Event2026-03-31

Filed2026-05-14

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares47.8K

Event2026-03-31

Filed2026-05-14

MORGAN STANLEY

-0.34%

Shares8.8K

Event2026-03-31

Filed2026-05-14

XBI

SPDR SERIES TRUST

-0.80%

Shares11.2K

Event2026-03-31

Filed2026-05-14

BLACKROCK INC

2.21%

Shares1.5K

Event2026-03-31

Filed2026-05-14

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares14.9K

Event2026-03-31

Filed2026-05-14

FITB

FIFTH THIRD BANCORP

5.10%

Shares30.1K

Event2026-03-31

Filed2026-05-14

TMUS

T-MOBILE US INC

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-14