Sponsored

The Analysis of Lifetime Wealth Management P.C.'s Holdings & P&L

Currently, Lifetime Wealth Management P.C. holds 86 types of securities in its portfolio with a total value $175.8M. In the most recent quarter, they have increased their positions in PBR.A (+657.0K shares, valued at $12.3M), BIL (+114.7K shares, valued at $10.5M), CNQ (+187.4K shares, valued at $9.1M); initiated new positions in PBR.A (+657.0K shares, valued at $12.3M), BIL (+114.7K shares, valued at $10.5M), CNQ (+187.4K shares, valued at $9.1M).

1M P&L

+4.3M+2.79%

3M P&L

-2.1M-1.32%

HY P&L

+6.9M+4.51%

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/A95.7M

56.5%

2Software - Infrastructure9.4M

5.5%

3Oil & Gas E&P9.1M

5.4%

Top Industries by Stock Count

1N/A45 stocks

56.3%

2Oil & Gas Integrated3 stocks

3.8%

3Oil & Gas Midstream3 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PBR.A PETROLEO BRASILEIRO S A657.0K sharesnew addition2026-03-312026-05-15

BIL SPDR SERIES TRUST114.7K sharesnew addition2026-03-312026-05-15

CNQ CANADIAN NAT RES LTD MED TER187.4K sharesnew addition2026-03-312026-05-15

KSPI KASPI KZ JSC117.3K sharesnew addition2026-03-312026-05-15

EWZS ISHARES TR584.4K sharesnew addition2026-03-312026-05-15

VALE VALE S A531.3K sharesnew addition2026-03-312026-05-15

PHYS SPROTT ASSET MANAGEMENT LP196.7K sharesnew addition2026-03-312026-05-15

NE NOBLE CORP PLC122.3K sharesnew addition2026-03-312026-05-15

Sponsored

SFM SPROUTS FMRS MKT INC63.3K sharesnew addition2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR8.3K shares118185.71%2026-03-312026-05-15

LEMB ISHARES INC111.6K sharesnew addition2026-03-312026-05-15

BTI BRITISH AMERN TOB PLC73.3K sharesnew addition2026-03-312026-05-15

CPA COPA HOLDINGS SA35.0K sharesnew addition2026-03-312026-05-15

XOM EXXON MOBIL CORP23.4K shares34341.18%2026-03-312026-05-15

NE.WS NOBLE CORP PLC117.4K sharesnew addition2026-03-312026-05-15

ABBV ABBVIE INC15.3K sharesnew addition2026-03-312026-05-15

Sponsored

HCC WARRIOR MET COAL INC35.7K sharesnew addition2026-03-312026-05-15

WIP SPDR SERIES TRUST77.4K sharesnew addition2026-03-312026-05-15

MTBA SIMPLIFY EXCHANGE TRADED FUN60.2K sharesnew addition2026-03-312026-05-15

TIP ISHARES TR25.2K sharesnew addition2026-03-312026-05-15

ULTA ULTA BEAUTY INC4.7K sharesnew addition2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L57.4K shares286830.00%2026-03-312026-05-15

IQLT ISHARES TR43.8K sharesnew addition2026-03-312026-05-15

EWZ ISHARES INC51.8K sharesnew addition2026-03-312026-05-15

Sponsored

AUSF GLOBAL X FDS41.0K sharesnew addition2026-03-312026-05-15

MMTM SPDR SERIES TRUST6.9K sharesnew addition2026-03-312026-05-15

SPMO INVESCO EXCH TRADED FD TR II16.6K sharesnew addition2026-03-312026-05-15

COAL EXCHANGE TRADED CONCEPTS TRU67.0K sharesnew addition2026-03-312026-05-15

TSLX SIXTH STREET SPECIALTY LENDI97.4K sharesnew addition2026-03-312026-05-15

IDMO INVESCO EXCH TRADED FD TR II29.6K sharesnew addition2026-03-312026-05-15

AVDV AMERICAN CENTY ETF TR16.0K sharesnew addition2026-03-312026-05-15

BLDG CAMBRIA ETF TR63.9K sharesnew addition2026-03-312026-05-15

Sponsored

EYLD CAMBRIA ETF TR36.8K sharesnew addition2026-03-312026-05-15

EDV VANGUARD WORLD FD22.9K sharesnew addition2026-03-312026-05-15

AVUV AMERICAN CENTY ETF TR13.4K sharesnew addition2026-03-312026-05-15

DGS WISDOMTREE TR22.6K sharesnew addition2026-03-312026-05-15

WMT WALMART INC10.8K shares7760.58%2026-03-312026-05-15

KMLM KRANESHARES TRUST45.9K sharesnew addition2026-03-312026-05-15

BBLU EA SERIES TRUST85.3K sharesnew addition2026-03-312026-05-15

FLSP FRANKLIN TEMPLETON ETF TR44.7K sharesnew addition2026-03-312026-05-15

Sponsored

VNQI VANGUARD INTL EQUITY INDEX F27.3K sharesnew addition2026-03-312026-05-15

LVHI LEGG MASON ETF INVT28.8K sharesnew addition2026-03-312026-05-15

GTIP GOLDMAN SACHS ETF TR22.3K sharesnew addition2026-03-312026-05-15

IEF ISHARES TR11.1K sharesnew addition2026-03-312026-05-15

AAPL APPLE INC4.1K shares2569.74%2026-03-312026-05-15

BBN BLACKROCK TAX MUNICPAL BD TR61.8K sharesnew addition2026-03-312026-05-15

AB ALLIANCEBERNSTEIN HLDG L P26.4K shares120127.27%2026-03-312026-05-15

OEF ISHARES TR3.1K sharesnew addition2026-03-312026-05-15

Sponsored

AVLV AMERICAN CENTY ETF TR12.2K sharesnew addition2026-03-312026-05-15

GSPY TIDAL TRUST I26.5K sharesnew addition2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS1.6K shares2307.69%2026-03-312026-05-15

ABT ABBOTT LABORATORIES8.4K sharesnew addition2026-03-312026-05-15

LTPZ PIMCO ETF TR16.4K sharesnew addition2026-03-312026-05-15

BCD ABRDN ETFS22.4K sharesnew addition2026-03-312026-05-15

FYLD CAMBRIA ETF TR21.1K sharesnew addition2026-03-312026-05-15

NAMS NEWAMSTERDAM PHARMA COMPANY23.5K sharesnew addition2026-03-312026-05-15

Sponsored

MSFT MICROSOFT CORP1.8K shares760.77%2026-03-312026-05-15

NRP NATURAL RESOURCE PARTNERS LP5.3K sharesnew addition2026-03-312026-05-15

MPLX MPLX LP11.0K sharesnew addition2026-03-312026-05-15

TLT ISHARES TR7.2K sharesnew addition2026-03-312026-05-15

NEA NUVEEN AMT FREE QLTY MUN INC53.5K sharesnew addition2026-03-312026-05-15

EMLC VANECK ETF TRUST23.5K sharesnew addition2026-03-312026-05-15

GSL GLOBAL SHIP LEASE INC15.6K sharesnew addition2026-03-312026-05-15

OHI OMEGA HEALTHCARE INVS INC12.7K sharesnew addition2026-03-312026-05-15

Sponsored

SU SUNCOR ENERGY INC NEW7.7K sharesnew addition2026-03-312026-05-15

HON HONEYWELL INTL INC2.1K sharesnew addition2026-03-312026-05-15

AMZN AMAZON COM INC1.7K shares778.57%2026-03-312026-05-15

GVAL CAMBRIA ETF TR10.2K sharesnew addition2026-03-312026-05-15

NVDA NVIDIA CORPORATION1.9K shares1295.68%2026-03-312026-05-15

GOAU ETF SER SOLUTIONS7.3K sharesnew addition2026-03-312026-05-15

CVR PARTNERS LP/CVR NITROGEN CVR PARTNERS LP/CVR NITROGEN2.5K sharesnew addition2026-03-312026-05-15

PEY INVESCO EXCHANGE TRADED FD T13.4K sharesnew addition2026-03-312026-05-15

Sponsored

CVX CHEVRON CORPORATION1.4K shares2685.71%2026-03-312026-05-15

T AT&T INC9.4K sharesnew addition2026-03-312026-05-15

JXN JACKSON FINANCIAL INC2.5K sharesnew addition2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR5.4K shares31717.65%2026-03-312026-05-15

UAL UNITED AIRLS HLDGS INC2.8K sharesnew addition2026-03-312026-05-15

BROADCOM INC BROADCOM INC705 shares1310.00%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE750 shares472.52%2026-03-312026-05-15

ENB ENBRIDGE INC3.9K sharesnew addition2026-03-312026-05-15

Sponsored

FBT FIRST TR EXCHANGE-TRADED FD1.0K sharesnew addition2026-03-312026-05-15

BHR-PB BRAEMAR HOTELS & RESORTS INC11.5K sharesnew addition2026-03-312026-05-15

NXE NEXGEN ENERGY LTD10.0K sharesnew addition2026-03-312026-05-15

CBUS CIBUS INC15.5K sharesnew addition2026-03-312026-05-15

SPLASH BEVERAGE GROUP INC SPLASH BEVERAGE GROUP INC66.0K sharesnew addition2026-03-312026-05-15

TBH BRAG HSE HLDGS INC33.0K sharesnew addition2026-03-312026-05-15

PBR.A

PETROLEO BRASILEIRO S A

New

Shares657.0K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

New

Shares114.7K

Event2026-03-31

Filed2026-05-15

CNQ

CANADIAN NAT RES LTD MED TER

New

Shares187.4K

Event2026-03-31

Filed2026-05-15

KSPI

KASPI KZ JSC

New

Shares117.3K

Event2026-03-31

Filed2026-05-15

EWZS

ISHARES TR

New

Shares584.4K

Event2026-03-31

Filed2026-05-15

VALE

VALE S A

New

Shares531.3K

Event2026-03-31

Filed2026-05-15

PHYS

SPROTT ASSET MANAGEMENT LP

New

Shares196.7K

Event2026-03-31

Filed2026-05-15

NOBLE CORP PLC

New

Shares122.3K

Event2026-03-31

Filed2026-05-15

SFM

SPROUTS FMRS MKT INC

New

Shares63.3K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

118185.71%

Shares8.3K

Event2026-03-31

Filed2026-05-15

LEMB

ISHARES INC

New

Shares111.6K

Event2026-03-31

Filed2026-05-15

BTI

BRITISH AMERN TOB PLC

New

Shares73.3K

Event2026-03-31

Filed2026-05-15

CPA

COPA HOLDINGS SA

New

Shares35.0K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

34341.18%

Shares23.4K

Event2026-03-31

Filed2026-05-15

NE.WS

NOBLE CORP PLC

New

Shares117.4K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

New

Shares15.3K

Event2026-03-31

Filed2026-05-15

HCC

WARRIOR MET COAL INC

New

Shares35.7K

Event2026-03-31

Filed2026-05-15

WIP

SPDR SERIES TRUST

New

Shares77.4K

Event2026-03-31

Filed2026-05-15

MTBA

SIMPLIFY EXCHANGE TRADED FUN

New

Shares60.2K

Event2026-03-31

Filed2026-05-15

TIP

ISHARES TR

New

Shares25.2K

Event2026-03-31

Filed2026-05-15

ULTA

ULTA BEAUTY INC

New

Shares4.7K

Event2026-03-31

Filed2026-05-15

EPD

ENTERPRISE PRODS PARTNERS L

286830.00%

Shares57.4K

Event2026-03-31

Filed2026-05-15

IQLT

ISHARES TR

New

Shares43.8K

Event2026-03-31

Filed2026-05-15

EWZ

ISHARES INC

New

Shares51.8K

Event2026-03-31

Filed2026-05-15

AUSF

GLOBAL X FDS

New

Shares41.0K

Event2026-03-31

Filed2026-05-15

MMTM

SPDR SERIES TRUST

New

Shares6.9K

Event2026-03-31

Filed2026-05-15

SPMO

INVESCO EXCH TRADED FD TR II

New

Shares16.6K

Event2026-03-31

Filed2026-05-15

COAL

EXCHANGE TRADED CONCEPTS TRU

New

Shares67.0K

Event2026-03-31

Filed2026-05-15

TSLX

SIXTH STREET SPECIALTY LENDI

New

Shares97.4K

Event2026-03-31

Filed2026-05-15

IDMO

INVESCO EXCH TRADED FD TR II

New

Shares29.6K

Event2026-03-31

Filed2026-05-15

AVDV

AMERICAN CENTY ETF TR

New

Shares16.0K

Event2026-03-31

Filed2026-05-15

BLDG

CAMBRIA ETF TR

New

Shares63.9K

Event2026-03-31

Filed2026-05-15

EYLD

CAMBRIA ETF TR

New

Shares36.8K

Event2026-03-31

Filed2026-05-15

EDV

VANGUARD WORLD FD

New

Shares22.9K

Event2026-03-31

Filed2026-05-15

AVUV

AMERICAN CENTY ETF TR

New

Shares13.4K

Event2026-03-31

Filed2026-05-15

DGS

WISDOMTREE TR

New

Shares22.6K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

7760.58%

Shares10.8K

Event2026-03-31

Filed2026-05-15

KMLM

KRANESHARES TRUST

New

Shares45.9K

Event2026-03-31

Filed2026-05-15

BBLU

EA SERIES TRUST

New

Shares85.3K

Event2026-03-31

Filed2026-05-15

FLSP

FRANKLIN TEMPLETON ETF TR

New

Shares44.7K

Event2026-03-31

Filed2026-05-15

VNQI

VANGUARD INTL EQUITY INDEX F

New

Shares27.3K

Event2026-03-31

Filed2026-05-15

LVHI

LEGG MASON ETF INVT

New

Shares28.8K

Event2026-03-31

Filed2026-05-15

GTIP

GOLDMAN SACHS ETF TR

New

Shares22.3K

Event2026-03-31

Filed2026-05-15

IEF

ISHARES TR

New

Shares11.1K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

2569.74%

Shares4.1K

Event2026-03-31

Filed2026-05-15

BBN

BLACKROCK TAX MUNICPAL BD TR

New

Shares61.8K

Event2026-03-31

Filed2026-05-15

ALLIANCEBERNSTEIN HLDG L P

120127.27%

Shares26.4K

Event2026-03-31

Filed2026-05-15

OEF

ISHARES TR

New

Shares3.1K

Event2026-03-31

Filed2026-05-15

AVLV

AMERICAN CENTY ETF TR

New

Shares12.2K

Event2026-03-31

Filed2026-05-15

GSPY

TIDAL TRUST I

New

Shares26.5K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

2307.69%

Shares1.6K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

New

Shares8.4K

Event2026-03-31

Filed2026-05-15

LTPZ

PIMCO ETF TR

New

Shares16.4K

Event2026-03-31

Filed2026-05-15

BCD

ABRDN ETFS

New

Shares22.4K

Event2026-03-31

Filed2026-05-15

FYLD

CAMBRIA ETF TR

New

Shares21.1K

Event2026-03-31

Filed2026-05-15

NAMS

NEWAMSTERDAM PHARMA COMPANY

New

Shares23.5K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

760.77%

Shares1.8K

Event2026-03-31

Filed2026-05-15

NRP

NATURAL RESOURCE PARTNERS LP

New

Shares5.3K

Event2026-03-31

Filed2026-05-15

MPLX

MPLX LP

New

Shares11.0K

Event2026-03-31

Filed2026-05-15

TLT

ISHARES TR

New

Shares7.2K

Event2026-03-31

Filed2026-05-15

NEA

NUVEEN AMT FREE QLTY MUN INC

New

Shares53.5K

Event2026-03-31

Filed2026-05-15

EMLC

VANECK ETF TRUST

New

Shares23.5K

Event2026-03-31

Filed2026-05-15

GSL

GLOBAL SHIP LEASE INC

New

Shares15.6K

Event2026-03-31

Filed2026-05-15

OHI

OMEGA HEALTHCARE INVS INC

New

Shares12.7K

Event2026-03-31

Filed2026-05-15

SUNCOR ENERGY INC NEW

New

Shares7.7K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

New

Shares2.1K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

778.57%

Shares1.7K

Event2026-03-31

Filed2026-05-15

GVAL

CAMBRIA ETF TR

New

Shares10.2K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

1295.68%

Shares1.9K

Event2026-03-31

Filed2026-05-15

GOAU

ETF SER SOLUTIONS

New

Shares7.3K

Event2026-03-31

Filed2026-05-15

CVR PARTNERS LP/CVR NITROGEN

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

PEY

INVESCO EXCHANGE TRADED FD T

New

Shares13.4K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

2685.71%

Shares1.4K

Event2026-03-31

Filed2026-05-15

AT&T INC

New

Shares9.4K

Event2026-03-31

Filed2026-05-15

JXN

JACKSON FINANCIAL INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

31717.65%

Shares5.4K

Event2026-03-31

Filed2026-05-15

UAL

UNITED AIRLS HLDGS INC

New

Shares2.8K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

1310.00%

Shares705

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

472.52%

Shares750

Event2026-03-31

Filed2026-05-15

ENB

ENBRIDGE INC

New

Shares3.9K

Event2026-03-31

Filed2026-05-15

FBT

FIRST TR EXCHANGE-TRADED FD

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

BHR-PB

BRAEMAR HOTELS & RESORTS INC

New

Shares11.5K

Event2026-03-31

Filed2026-05-15

NXE

NEXGEN ENERGY LTD

New

Shares10.0K

Event2026-03-31

Filed2026-05-15

CBUS

CIBUS INC

New

Shares15.5K

Event2026-03-31

Filed2026-05-15

SPLASH BEVERAGE GROUP INC

New

Shares66.0K

Event2026-03-31

Filed2026-05-15

TBH

BRAG HSE HLDGS INC

New

Shares33.0K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available