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The Analysis of LM Advisors LLC's Holdings & P&L

Currently, LM Advisors LLC holds 212 types of securities in its portfolio with a total value $6.3M. In the most recent quarter, they have increased their positions in NAC (+3.9K shares, valued at $330.6K), NAD (+3.4K shares, valued at $297.8K), MHD (+1.8K shares, valued at $156.5K); decreased their positions in SOFI (-1.5K shares, valued at $93.9K), AMZN (-8.5K shares, valued at $41.0K), OMFL (-2.1K shares, valued at $35.6K); initiated new positions in NAC (+3.9K shares, valued at $330.6K), NAD (+3.4K shares, valued at $297.8K), MHD (+1.8K shares, valued at $156.5K).

1M P&L

+175.0M+3.19%

3M P&L

-134.1M-2.31%

HY P&L

-256.3M-4.33%

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/A3.4M

67.5%

2Asset Management349.5K

7.0%

3Internet Retail272.3K

5.5%

Top Industries by Stock Count

1N/A96 stocks

49.7%

2Software - Infrastructure7 stocks

3.6%

3Asset Management6 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

OMFL INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM35.7K shares-5.65%2026-03-312026-05-14

NAC NUVEEN CA DIVI ADV MUN COM3.9K sharesnew addition2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T TR UNIT52.2K shares4.86%2026-03-312026-05-14

NAD NUVEEN QUALITY MUNCP INCOME COM3.4K sharesnew addition2026-03-312026-05-14

AMZN AMAZON COM INC COM53.6K shares-13.71%2026-03-312026-05-14

YSEP FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ M5.3K shares-3.55%2026-03-312026-05-14

OBDC BLUE OWL CAPITAL CORPORATION COM2.0K shares-11.30%2026-03-312026-05-14

MHD BLACKROCK MUNIHOLDINGS FD IN COM1.8K sharesnew addition2026-03-312026-05-14

Sponsored

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C39.1K shares-9.31%2026-03-312026-05-14

SOFI SOFI TECHNOLOGIES INC COM1.7K shares-47.30%2026-03-312026-05-14

AAPL APPLE INC COM26.1K shares-10.25%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF21.7K shares-1.82%2026-03-312026-05-14

VANGUARD INDEX FDS S&P 500 ETF SHS VANGUARD INDEX FDS S&P 500 ETF SHS56.1K shares-1.37%2026-03-312026-05-14

XJUN FIRST TR EXCHNG TRADED FD VI FT VEST U.S4.0K shares-0.20%2026-03-312026-05-14

FFEB FIRST TR EXCHNG TRADED FD VI FT VEST US EQT5.1K shares-3.52%2026-03-312026-05-14

IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT3.4K shares-6.63%2026-03-312026-05-14

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD SMID RISNG ETF3.5K shares0.29%2026-03-312026-05-14

ACP ABRDN INCOME CREDIT STRATEGI COM450 shares-15.57%2026-03-312026-05-14

INVESCO QQQ TR UNIT SER 1 INVESCO QQQ TR UNIT SER 146.1K shares3.78%2026-03-312026-05-14

BSV VANGUARD BD INDEX FDS SHORT TRM BOND5.9K shares-0.51%2026-03-312026-05-14

MSDL MORGAN STANLEY DIRECT LENDIN COM SHS1.1K shares-17.03%2026-03-312026-05-14

DGRW WISDOMTREE TR US QTLY DIV GRT6.2K shares160.80%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF3.7K shares-1.37%2026-03-312026-05-14

IEMG ISHARES INC CORE MSCI EMKT4.6K shares-0.22%2026-03-312026-05-14

Sponsored

INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT12.4K shares7.19%2026-03-312026-05-14

GJAN FIRST TR EXCHNG TRADED FD VI FT VEST US EQT2.6K shares-2.11%2026-03-312026-05-14

EEMV ISHARES INC MSCI EMERG MRKT4.3K shares-1.11%2026-03-312026-05-14

GBDC GOLUB CAP BDC INC COM754 shares-6.57%2026-03-312026-05-14

IHI ISHARES TR U.S. MED DVC ETF3.1K shares-16.62%2026-03-312026-05-14

YMAR FIRST TR EXCHNG TRADED FD VI FT VEST INTER EQ1.6K shares-0.69%2026-03-312026-05-14

SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL2.8K shares3.36%2026-03-312026-05-14

RECS COLUMBIA ETF TR I RESH ENHNC COR2.1K shares-3.65%2026-03-312026-05-14

Sponsored

XLU SELECT SECTOR SPDR TR STATE STREET UTI2.4K shares0.67%2026-03-312026-05-14

DIVD EA SERIES TRUST ALTRIUS GBL DIV2.1K shares23.91%2026-03-312026-05-14

ISHARES GOLD TR ISHARES NEW ISHARES GOLD TR ISHARES NEW4.5K shares4.47%2026-03-312026-05-14

BAC BANK AMERICA CORP COM2.5K shares-10.59%2026-03-312026-05-14

MUST COLUMBIA ETF TR I MULTI SEC MUNI1.0K shares8.44%2026-03-312026-05-14

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A14.0K shares-4.00%2026-03-312026-05-14

WMT WALMART INC COM5.7K shares11.28%2026-03-312026-05-14

IEFA ISHARES TR CORE MSCI EAFE4.0K shares28.29%2026-03-312026-05-14

Sponsored

NDMO NUVEEN DYNAMIC MUN OPPORTUNI COM SHS447 sharesnew addition2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC CL A6.4K shares-10.19%2026-03-312026-05-14

FJUN FIRST TR EXCHNG TRADED FD VI FT VEST US EQT2.4K shares-14.05%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR STATE STREET FIN2.0K shares3.34%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW18.8K shares-5.50%2026-03-312026-05-14

BSTZ BLACKROCK SCIENCE & TECHNOLO SHS BEN INT858 shares-8.72%2026-03-312026-05-14

MSFT MICROSOFT CORP COM14.0K shares-17.73%2026-03-312026-05-14

NVDA NVIDIA CORPORATION COM6.5K shares-4.14%2026-03-312026-05-14

Sponsored

DIA STATE STR SPDR DOW JONES IND UT SER 116.8K shares-4.07%2026-03-312026-05-14

VTI VANGUARD INDEX FDS TOTAL STK MKT11.2K shares-4.15%2026-03-312026-05-14

LTH LIFE TIME GROUP HOLDINGS INC COMMON STOCK916 shares-13.83%2026-03-312026-05-14

GJUN FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT1.2K shares-0.89%2026-03-312026-05-14

VHT VANGUARD WORLD FD HEALTH CAR ETF8.5K shares-5.19%2026-03-312026-05-14

EWJ ISHARES INC MSCI JAPAN ETF2.6K shares6.19%2026-03-312026-05-14

TQQQ PROSHARES TR ULTRAPRO QQQ1.3K shares12.97%2026-03-312026-05-14

RSPH INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT900 shares-6.83%2026-03-312026-05-14

Sponsored

IIGD INVESCO EXCH TRD SLF IDX FD INVT GRD DEFSV721 shares4.80%2026-03-312026-05-14

PFE PFIZER INC COM801 shares12.82%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR STATE STREET HEA3.6K shares-9.54%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC COM1.2K shares19.04%2026-03-312026-05-14

FIRST TR EXCHNG TRADED FD VI FT VEST EMERGING FIRST TR EXCHNG TRADED FD VI FT VEST EMERGING586 sharesnew addition2026-03-312026-05-14

BXSL BLACKSTONE SECD LENDING FD COMMON STOCK587 shares-5.78%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC COM3.6K shares301.55%2026-03-312026-05-14

MUC BLACKROCK MUNIHLDNGS CALI COM227 shares-1.73%2026-03-312026-05-14

Sponsored

NFLX NETFLIX INC. COM2.0K shares23.41%2026-03-312026-05-14

ETHA ISHARES ETHEREUM TR SHS312 shares-29.41%2026-03-312026-05-14

BLACKSTONE INC COM BLACKSTONE INC COM2.2K shares133.12%2026-03-312026-05-14

CITIGROUP INC COM NEW CITIGROUP INC COM NEW2.2K shares9.43%2026-03-312026-05-14

RPRX ROYALTY PHARMA PLC SHS CLASS A909 shares33.09%2026-03-312026-05-14

CRM SALESFORCE INC COM3.4K shares-27.22%2026-03-312026-05-14

VTV VANGUARD INDEX FDS VALUE ETF3.3K shares3.25%2026-03-312026-05-14

CMF ISHARES TR CALIF MUN BD ETF959 sharesnew addition2026-03-312026-05-14

Sponsored

BROADCOM INC COM BROADCOM INC COM5.1K shares-6.91%2026-03-312026-05-14

META META PLATFORMS INC CL A9.4K shares-18.06%2026-03-312026-05-14

NEE NEXTERA ENERGY INC COM1.5K shares15.67%2026-03-312026-05-14

XMAR FIRST TR EXCHNG TRADED FD VI FT VEST US EQT615 shares0.16%2026-03-312026-05-14

ARE ALEXANDRIA REAL ESTATE EQ IN COM695 shares-29.30%2026-03-312026-05-14

FSEP FIRST TR EXCHNG TRADED FD VI FT VEST US EQT736 shares-0.27%2026-03-312026-05-14

ORCL ORACLE CORP COM2.1K shares-34.94%2026-03-312026-05-14

MERCK & CO INC COM MERCK & CO INC COM1.7K shares14.22%2026-03-312026-05-14

Sponsored

JPM JPMORGAN CHASE & CO COM4.1K shares-3.01%2026-03-312026-05-14

IREN IREN LIMITED ORDINARY SHARES467 shares18.83%2026-03-312026-05-14

UDOW PROSHARES TR ULTRPRO DOW30668 shares-4.71%2026-03-312026-05-14

RSI RUSH STREET INTERACTIVE INC COM283 shares11.86%2026-03-312026-05-14

SHV ISHARES TR TRUST ISHARE 0-11.4K shares-6.29%2026-03-312026-05-14

FMAR FIRST TR EXCHNG TRADED FD VI FT VEST US EQT614 shares-25.58%2026-03-312026-05-14

GLD SPDR GOLD TR GOLD SHS5.4K shares15.01%2026-03-312026-05-14

QCOM QUALCOMM INC COM1.6K shares-19.85%2026-03-312026-05-14

Sponsored

DIS DISNEY WALT CO COM1.2K shares-28.57%2026-03-312026-05-14

CIBR FIRST TR EXCHANGE-TRADED FD NASDAQ CYB ETF781 shares-16.65%2026-03-312026-05-14

KO COCA COLA CO COM920 shares9.00%2026-03-312026-05-14

FJUL FIRST TR EXCHNG TRADED FD VI FT VEST US EQT646 shares-3.73%2026-03-312026-05-14

VTEB VANGUARD MUN BD FDS TAX EXEMPT BD557 shares-0.71%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC COM2.2K shares-8.90%2026-03-312026-05-14

EFSC ENTERPRISE FINL SVCS CORP COM586 shares0.17%2026-03-312026-05-14

NOW SERVICENOW INC COM1.1K shares437.68%2026-03-312026-05-14

Sponsored

IWV ISHARES TR RUSSELL 3000 ETF3.9K shares3.33%2026-03-312026-05-14

SHOP SHOPIFY INC CL A SUB VTG SHS1.3K shares160.63%2026-03-312026-05-14

O REALTY INCOME CORP COM632 shares-24.22%2026-03-312026-05-14

IGV ISHARES TR EXPANDED TECH789 shares260.27%2026-03-312026-05-14

TSLA TESLA INC COM3.6K shares-10.93%2026-03-312026-05-14

UPRO PROSHARES TR ULTRPRO S&P500921 shares39.12%2026-03-312026-05-14

IJH ISHARES TR CORE S&P MCP ETF638 shares2.24%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON COM2.2K shares16.60%2026-03-312026-05-14

Sponsored

VGK VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF703 shares13.94%2026-03-312026-05-14

GMAR FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT344 shares1.78%2026-03-312026-05-14

XOM EXXON MOBIL CORP COM1.4K shares41.62%2026-03-312026-05-14

V VISA INC COM CL A2.4K shares-13.29%2026-03-312026-05-14

DJP BARCLAYS BANK PLC DJUBS CMDT ETN36385 shares27.91%2026-03-312026-05-14

JMUB J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF388 sharesnew addition2026-03-312026-05-14

SOXL DIREXION SHARES ETF TRUST DAILY SEMICONDUC371 shares71.76%2026-03-312026-05-14

INFL LISTED FDS TR HORIZON KINETICS394 shares25.08%2026-03-312026-05-14

Sponsored

XBI SPDR SERIES TRUST STATE STREET SPD955 shares0.95%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR STATE STREET ENE415 shares36.96%2026-03-312026-05-14

IBB ISHARES TR ISHARES BIOTECH1.1K shares0.00%2026-03-312026-05-14

EPD ENTERPRISE PRODS PARTNERS L COM240 shares17.65%2026-03-312026-05-14

GSEP FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT237 shares-1.66%2026-03-312026-05-14

MS MORGAN STANLEY COM NEW1.0K shares-7.27%2026-03-312026-05-14

PPA INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN994 shares5.74%2026-03-312026-05-14

EEM ISHARES TR MSCI EMG MKT ETF338 shares4.00%2026-03-312026-05-14

Sponsored

PYPL PAYPAL HLDGS INC COM267 shares-29.18%2026-03-312026-05-14

ESS ESSEX PPTY TR INC COM1.4K shares-11.24%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION COM5.4K shares15.84%2026-03-312026-05-14

EPI WISDOMTREE TR INDIA ERNGS FD217 shares-2.69%2026-03-312026-05-14

J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN360 shares4.05%2026-03-312026-05-14

ADBE ADOBE INC COM1.2K shares-35.15%2026-03-312026-05-14

LLY ELI LILLY & CO COM4.7K shares-14.58%2026-03-312026-05-14

CVX CHEVRON CORPORATION COM1.0K shares49.12%2026-03-312026-05-14

Sponsored

GM GENERAL MTRS CO COM359 shares-31.88%2026-03-312026-05-14

FEZ SPDR INDEX SHS FDS STATE STREET SPD296 shares-3.58%2026-03-312026-05-14

NKE NIKE INC CL B249 shares-12.94%2026-03-312026-05-14

DGRO ISHARES TR CORE DIV GRWTH329 shares1.23%2026-03-312026-05-14

FLUT FLUTTER ENTMT PLC SHS474 shares120.47%2026-03-312026-05-14

RTX RTX CORPORATION COM841 shares23.49%2026-03-312026-05-14

BSX BOSTON SCIENTIFIC CORP COM272 shares2.26%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC COM3.6K shares2.72%2026-03-312026-05-14

Sponsored

AGG ISHARES TR CORE US AGGBD ET413 shares-2.82%2026-03-312026-05-14

FI FISERV INC COM224 shares-16.73%2026-03-312026-05-14

KBWB INVESCO EXCH TRADED FD TR II KBW BK ETF306 shares-9.20%2026-03-312026-05-14

LQD ISHARES TR IBOXX INV CP ETF434 shares-0.91%2026-03-312026-05-14

ITA ISHARES TR US AER DEF ETF866 shares2.97%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC COM1.1K shares-34.77%2026-03-312026-05-14

GDX VANECK ETF TRUST GOLD MINERS ETF359 sharesnew addition2026-03-312026-05-14

MDY STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP2.4K shares2.86%2026-03-312026-05-14

Sponsored

SPXL DIREXION SHARES ETF TRUST DAILY S&P 500 BU712 shares-16.14%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC COM271 sharesnew addition2026-03-312026-05-14

IXJ ISHARES TR GLOB HLTHCRE ETF351 shares-3.84%2026-03-312026-05-14

MA MASTERCARD INCORPORATED CL A1.8K shares-12.04%2026-03-312026-05-14

MARVELL TECHNOLOGY INC COM MARVELL TECHNOLOGY INC COM360 shares3.45%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS1.2K shares49.57%2026-03-312026-05-14

TGT TARGET CORP COM432 shares13.39%2026-03-312026-05-14

APP APPLOVIN CORP COM CL A1.4K shares-38.75%2026-03-312026-05-14

Sponsored

TXRH TEXAS ROADHOUSE INC COM578 shares-12.95%2026-03-312026-05-14

BK BANK NEW YORK MELLON CORP COM415 shares2.47%2026-03-312026-05-14

WFC-PL WELLS FARGO & CO PERP PFD CNV A4.0K shares-5.24%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT219 shares2.34%2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP COM317 sharesnew addition2026-03-312026-05-14

RSPG INVESCO EXCHANGE TRADED FD T S&P500 EQL ENR336 shares37.70%2026-03-312026-05-14

ORLY OREILLY AUTOMOTIVE INC COM277 shares1.09%2026-03-312026-05-14

IGM ISHARES TR EXPND TEC SC ETF356 shares-8.01%2026-03-312026-05-14

Sponsored

IWF ISHARES TR RUS 1000 GRW ETF1.3K shares-9.96%2026-03-312026-05-14

IWD ISHARES TR RUS 1000 VAL ETF628 shares1.45%2026-03-312026-05-14

VXF VANGUARD INDEX FDS EXTEND MKT ETF600 shares20.00%2026-03-312026-05-14

HD HOME DEPOT INC COM928 shares-7.29%2026-03-312026-05-14

MOAT VANECK ETF TRUST MRNGSTR WDE MOAT265 shares9.05%2026-03-312026-05-14

IVV ISHARES TR CORE S&P500 ETF1.8K shares-4.64%2026-03-312026-05-14

COP CONOCOPHILLIPS COM352 shares41.37%2026-03-312026-05-14

EATON CORP PLC SHS EATON CORP PLC SHS930 shares7.51%2026-03-312026-05-14

Sponsored

ABNB AIRBNB INC COM CL A328 shares-6.82%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS REAL ESTATE ETF228 shares0.00%2026-03-312026-05-14

IWM ISHARES TR RUSSELL 2000 ETF623 shares-55.91%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO COM734 shares-4.30%2026-03-312026-05-14

VPL VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF233 shares7.87%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS COM568 shares-5.49%2026-03-312026-05-14

ABT ABBOTT LABORATORIES COM241 shares-19.67%2026-03-312026-05-14

STT STATE STR CORP COM296 shares-1.66%2026-03-312026-05-14

Sponsored

ITOT ISHARES TR CORE S&P TTL STK332 shares18.15%2026-03-312026-05-14

BA BOEING CO COM456 shares-8.43%2026-03-312026-05-14

PG PROCTER & GAMBLE CO COM326 shares2.19%2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC CL A868 shares-14.57%2026-03-312026-05-14

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS276 shares-32.19%2026-03-312026-05-14

VGT VANGUARD WORLD FD INF TECH ETF1.5K shares-24.84%2026-03-312026-05-14

SDY SPDR SERIES TRUST STATE STREET SPD303 shares4.84%2026-03-312026-05-14

SNOW SNOWFLAKE INC COM SHS303 sharesnew addition2026-03-312026-05-14

Sponsored

SOXX ISHARES TR ISHARES SEMICDTR651 shares9.05%2026-03-312026-05-14

IJR ISHARES TR CORE S&P SCP ETF243 shares3.40%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP COM1.2K shares24.95%2026-03-312026-05-14

PLD PROLOGIS INC. COM236 shares-52.80%2026-03-312026-05-14

PSX PHILLIPS 66 COM317 shares40.89%2026-03-312026-05-14

SMH VANECK ETF TRUST SEMICONDUCTR ETF642 shares11.85%2026-03-312026-05-14

MCD MCDONALDS CORP COM507 shares1.81%2026-03-312026-05-14

GE AEROSPACE COM NEW GE AEROSPACE COM NEW459 shares19.53%2026-03-312026-05-14

Sponsored

URTH ISHARES INC MSCI WORLD ETF278 shares27.52%2026-03-312026-05-14

DASH DOORDASH INC CL A225 shares-34.02%2026-03-312026-05-14

CHKP CHECK POINT SOFTWARE TECH LT ORD214 shares-23.02%2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC COM724 shares-16.30%2026-03-312026-05-14

SPGI S&P GLOBAL INC COM612 shares40.05%2026-03-312026-05-14

VOT VANGUARD INDEX FDS MCAP GR IDXVIP296 shares-7.79%2026-03-312026-05-14

AMAT APPLIED MATLS INC COM371 shares43.24%2026-03-312026-05-14

HWM HOWMET AEROSPACE INC COM248 shares12.73%2026-03-312026-05-14

Sponsored

BLACKROCK INC COM BLACKROCK INC COM984 shares-19.48%2026-03-312026-05-14

ASML ASML HLDG NV N Y REGISTRY SHS1.3K shares34.09%2026-03-312026-05-14

ELV ELEVANCE HEALTH INC FORMERLY COM236 shares-65.24%2026-03-312026-05-14

HLT HILTON WORLDWIDE HLDGS INC COM242 shares6.14%2026-03-312026-05-14

GEV GE VERNOVA INC COM581 shares111.27%2026-03-312026-05-14

MCK MCKESSON CORP COM469 shares5.63%2026-03-312026-05-14

VUG VANGUARD INDEX FDS GROWTH ETF226 sharesnew addition2026-03-312026-05-14

CAT CATERPILLAR INC COM258 sharesnew addition2026-03-312026-05-14

Sponsored

KLAC KLA CORP COM NEW420 shares22.81%2026-03-312026-05-14

ESLT ELBIT SYS LTD ORD212 sharesnew addition2026-03-312026-05-14

MELI MERCADOLIBRE INC COM410 shares-43.06%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL CL A7.2K shares-4.86%2026-03-312026-05-14

OMFL

INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM

-5.65%

Shares35.7K

Event2026-03-31

Filed2026-05-14

NAC

NUVEEN CA DIVI ADV MUN COM

New

Shares3.9K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T TR UNIT

4.86%

Shares52.2K

Event2026-03-31

Filed2026-05-14

NAD

NUVEEN QUALITY MUNCP INCOME COM

New

Shares3.4K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC COM

-13.71%

Shares53.6K

Event2026-03-31

Filed2026-05-14

YSEP

FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ M

-3.55%

Shares5.3K

Event2026-03-31

Filed2026-05-14

OBDC

BLUE OWL CAPITAL CORPORATION COM

-11.30%

Shares2.0K

Event2026-03-31

Filed2026-05-14

MHD

BLACKROCK MUNIHOLDINGS FD IN COM

New

Shares1.8K

Event2026-03-31

Filed2026-05-14

ALPHABET INC CAP STK CL C

-9.31%

Shares39.1K

Event2026-03-31

Filed2026-05-14

SOFI

SOFI TECHNOLOGIES INC COM

-47.30%

Shares1.7K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC COM

-10.25%

Shares26.1K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS DIV APP ETF

-1.82%

Shares21.7K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS S&P 500 ETF SHS

-1.37%

Shares56.1K

Event2026-03-31

Filed2026-05-14

XJUN

FIRST TR EXCHNG TRADED FD VI FT VEST U.S

-0.20%

Shares4.0K

Event2026-03-31

Filed2026-05-14

FFEB

FIRST TR EXCHNG TRADED FD VI FT VEST US EQT

-3.52%

Shares5.1K

Event2026-03-31

Filed2026-05-14

IBIT

ISHARES BITCOIN TRUST ETF SHS BEN INT

-6.63%

Shares3.4K

Event2026-03-31

Filed2026-05-14

SDVY

FIRST TR EXCHANGE TRADED FD SMID RISNG ETF

0.29%

Shares3.5K

Event2026-03-31

Filed2026-05-14

ACP

ABRDN INCOME CREDIT STRATEGI COM

-15.57%

Shares450

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR UNIT SER 1

3.78%

Shares46.1K

Event2026-03-31

Filed2026-05-14

BSV

VANGUARD BD INDEX FDS SHORT TRM BOND

-0.51%

Shares5.9K

Event2026-03-31

Filed2026-05-14

MSDL

MORGAN STANLEY DIRECT LENDIN COM SHS

-17.03%

Shares1.1K

Event2026-03-31

Filed2026-05-14

DGRW

WISDOMTREE TR US QTLY DIV GRT

160.80%

Shares6.2K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF

-1.37%

Shares3.7K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC CORE MSCI EMKT

-0.22%

Shares4.6K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT

7.19%

Shares12.4K

Event2026-03-31

Filed2026-05-14

GJAN

FIRST TR EXCHNG TRADED FD VI FT VEST US EQT

-2.11%

Shares2.6K

Event2026-03-31

Filed2026-05-14

EEMV

ISHARES INC MSCI EMERG MRKT

-1.11%

Shares4.3K

Event2026-03-31

Filed2026-05-14

GBDC

GOLUB CAP BDC INC COM

-6.57%

Shares754

Event2026-03-31

Filed2026-05-14

IHI

ISHARES TR U.S. MED DVC ETF

-16.62%

Shares3.1K

Event2026-03-31

Filed2026-05-14

YMAR

FIRST TR EXCHNG TRADED FD VI FT VEST INTER EQ

-0.69%

Shares1.6K

Event2026-03-31

Filed2026-05-14

SPHD

INVESCO EXCH TRADED FD TR II S&P500 HDL VOL

3.36%

Shares2.8K

Event2026-03-31

Filed2026-05-14

RECS

COLUMBIA ETF TR I RESH ENHNC COR

-3.65%

Shares2.1K

Event2026-03-31

Filed2026-05-14

XLU

SELECT SECTOR SPDR TR STATE STREET UTI

0.67%

Shares2.4K

Event2026-03-31

Filed2026-05-14

DIVD

EA SERIES TRUST ALTRIUS GBL DIV

23.91%

Shares2.1K

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR ISHARES NEW

4.47%

Shares4.5K

Event2026-03-31

Filed2026-05-14

BAC

BANK AMERICA CORP COM

-10.59%

Shares2.5K

Event2026-03-31

Filed2026-05-14

MUST

COLUMBIA ETF TR I MULTI SEC MUNI

8.44%

Shares1.0K

Event2026-03-31

Filed2026-05-14

ALPHABET INC CAP STK CL A

-4.00%

Shares14.0K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC COM

11.28%

Shares5.7K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR CORE MSCI EAFE

28.29%

Shares4.0K

Event2026-03-31

Filed2026-05-14

NDMO

NUVEEN DYNAMIC MUN OPPORTUNI COM SHS

New

Shares447

Event2026-03-31

Filed2026-05-14

PLTR

PALANTIR TECHNOLOGIES INC CL A

-10.19%

Shares6.4K

Event2026-03-31

Filed2026-05-14

FJUN

FIRST TR EXCHNG TRADED FD VI FT VEST US EQT

-14.05%

Shares2.4K

Event2026-03-31

Filed2026-05-14

XLF

SELECT SECTOR SPDR TR STATE STREET FIN

3.34%

Shares2.0K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL CL B NEW

-5.50%

Shares18.8K

Event2026-03-31

Filed2026-05-14

BSTZ

BLACKROCK SCIENCE & TECHNOLO SHS BEN INT

-8.72%

Shares858

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP COM

-17.73%

Shares14.0K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION COM

-4.14%

Shares6.5K

Event2026-03-31

Filed2026-05-14

DIA

STATE STR SPDR DOW JONES IND UT SER 1

-4.07%

Shares16.8K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS TOTAL STK MKT

-4.15%

Shares11.2K

Event2026-03-31

Filed2026-05-14

LTH

LIFE TIME GROUP HOLDINGS INC COMMON STOCK

-13.83%

Shares916

Event2026-03-31

Filed2026-05-14

GJUN

FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT

-0.89%

Shares1.2K

Event2026-03-31

Filed2026-05-14

VHT

VANGUARD WORLD FD HEALTH CAR ETF

-5.19%

Shares8.5K

Event2026-03-31

Filed2026-05-14

EWJ

ISHARES INC MSCI JAPAN ETF

6.19%

Shares2.6K

Event2026-03-31

Filed2026-05-14

TQQQ

PROSHARES TR ULTRAPRO QQQ

12.97%

Shares1.3K

Event2026-03-31

Filed2026-05-14

RSPH

INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT

-6.83%

Shares900

Event2026-03-31

Filed2026-05-14

IIGD

INVESCO EXCH TRD SLF IDX FD INVT GRD DEFSV

4.80%

Shares721

Event2026-03-31

Filed2026-05-14

PFE

PFIZER INC COM

12.82%

Shares801

Event2026-03-31

Filed2026-05-14

XLV

SELECT SECTOR SPDR TR STATE STREET HEA

-9.54%

Shares3.6K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC COM

19.04%

Shares1.2K

Event2026-03-31

Filed2026-05-14

FIRST TR EXCHNG TRADED FD VI FT VEST EMERGING

New

Shares586

Event2026-03-31

Filed2026-05-14

BXSL

BLACKSTONE SECD LENDING FD COMMON STOCK

-5.78%

Shares587

Event2026-03-31

Filed2026-05-14

PANW

PALO ALTO NETWORKS INC COM

301.55%

Shares3.6K

Event2026-03-31

Filed2026-05-14

MUC

BLACKROCK MUNIHLDNGS CALI COM

-1.73%

Shares227

Event2026-03-31

Filed2026-05-14

NFLX

NETFLIX INC. COM

23.41%

Shares2.0K

Event2026-03-31

Filed2026-05-14

ETHA

ISHARES ETHEREUM TR SHS

-29.41%

Shares312

Event2026-03-31

Filed2026-05-14

BLACKSTONE INC COM

133.12%

Shares2.2K

Event2026-03-31

Filed2026-05-14

CITIGROUP INC COM NEW

9.43%

Shares2.2K

Event2026-03-31

Filed2026-05-14

RPRX

ROYALTY PHARMA PLC SHS CLASS A

33.09%

Shares909

Event2026-03-31

Filed2026-05-14

CRM

SALESFORCE INC COM

-27.22%

Shares3.4K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS VALUE ETF

3.25%

Shares3.3K

Event2026-03-31

Filed2026-05-14

CMF

ISHARES TR CALIF MUN BD ETF

New

Shares959

Event2026-03-31

Filed2026-05-14

BROADCOM INC COM

-6.91%

Shares5.1K

Event2026-03-31

Filed2026-05-14