Sponsored

The Analysis of MANCHESTER FINANCIAL INC's Holdings & P&L

Currently, MANCHESTER FINANCIAL INC holds 136 types of securities in its portfolio with a total value $520.9M. In the most recent quarter, they have increased their positions in FDD (+538.0K shares, valued at $9.6M), SPMO (+31.5K shares, valued at $3.5M), FIIG (+110.6K shares, valued at $2.3M); decreased their positions in AFLG (-240.5K shares, valued at $9.3M), FDL (-37.2K shares, valued at $1.9M), COST (-1.4K shares, valued at $1.4M); initiated new positions in USO (+3.1K shares, valued at $390.3K), PFE (+12.8K shares, valued at $359.5K), WCMI (+13.9K shares, valued at $233.2K).

1M P&L

+19.4M+3.75%

3M P&L

+26.7M+5.25%

HY P&L

+50.7M+10.45%

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/A397.3M

81.6%

2Semiconductors17.5M

3.6%

3Consumer Electronics14.0M

2.9%

Top Industries by Stock Count

1N/A62 stocks

52.5%

2Drug Manufacturers - General5 stocks

4.2%

3Credit Services4 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHB SCHWAB STRATEGIC TR3.4M shares-0.16%2026-03-312026-04-23

BSCT INVESCO EXCH TRD SLF IDX FD2.2M shares-0.42%2026-03-312026-04-23

FDD FIRST TR EXCHANGE-TRADED FD2.0M shares37.66%2026-03-312026-04-23

IDMO INVESCO EXCH TRADED FD TR II456.0K shares0.65%2026-03-312026-04-23

SCHX SCHWAB STRATEGIC TR957.8K shares4.24%2026-03-312026-04-23

FIIG FIRST TR EXCHANGE-TRADED FD1.1M shares11.55%2026-03-312026-04-23

BSCS INVESCO EXCH TRD SLF IDX FD1.0M shares1.61%2026-03-312026-04-23

IWL ISHARES TR119.6K shares0.95%2026-03-312026-04-23

Sponsored

NVDA NVIDIA CORPORATION99.0K shares-1.29%2026-03-312026-04-23

SPMO INVESCO EXCH TRADED FD TR II145.5K shares27.65%2026-03-312026-04-23

FDL FIRST TR EXCHANGE-TRADED FD315.6K shares-10.54%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T81.5K shares-6.06%2026-03-312026-04-23

AAPL APPLE INC55.1K shares0.20%2026-03-312026-04-23

XMMO INVESCO EXCHANGE TRADED FD T94.4K shares-1.04%2026-03-312026-04-23

FTSM FIRST TR EXCHANGE-TRADED FD191.9K shares-4.80%2026-03-312026-04-23

GRID FIRST TR EXCHANGE-TRADED FD39.0K shares-3.08%2026-03-312026-04-23

Sponsored

TBIL RBB FD INC123.9K shares-2.72%2026-03-312026-04-23

MMSC FIRST TR EXCHNG TRADED FD VI254.6K shares-2.58%2026-03-312026-04-23

SCHM SCHWAB STRATEGIC TR183.4K shares-6.15%2026-03-312026-04-23

META META PLATFORMS INC9.2K shares-5.55%2026-03-312026-04-23

EA SERIES TRUST EA SERIES TRUST204.7K shares27.83%2026-03-312026-04-23

MSFT MICROSOFT CORP12.1K shares0.41%2026-03-312026-04-23

VT VANGUARD INTL EQUITY INDEX F29.1K shares-2.14%2026-03-312026-04-23

EPOL ISHARES TR94.2K shares0.27%2026-03-312026-04-23

Sponsored

AMZN AMAZON COM INC16.0K shares-3.49%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION2.9K shares-32.54%2026-03-312026-04-23

FIX COMFORT SYS USA INC2.1K shares-1.41%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC18.6K shares-1.48%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T4.0K shares-17.08%2026-03-312026-04-23

CSM PROSHARES TR31.5K shares2.32%2026-03-312026-04-23

BROADCOM INC BROADCOM INC7.5K shares-0.61%2026-03-312026-04-23

ALPHABET INC ALPHABET INC7.8K shares0.19%2026-03-312026-04-23

Sponsored

HCA HCA HEALTHCARE INC4.7K shares-1.06%2026-03-312026-04-23

FLEX FLEXTRONICS INTL LTD31.8K shares-0.02%2026-03-312026-04-23

IBKR INTERACTIVE BROKERS GROUP IN29.3K shares0.04%2026-03-312026-04-23

TSLA TESLA INC5.2K shares-8.73%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.0K shares10.00%2026-03-312026-04-23

EME EMCOR GROUP INC2.6K shares0.35%2026-03-312026-04-23

IWV ISHARES TR5.0K shares-1.09%2026-03-312026-04-23

EDIV SPDR INDEX SHS FDS46.8K shares5.78%2026-03-312026-04-23

Sponsored

ULVM VICTORY PORTFOLIOS II19.0K shares2.53%2026-03-312026-04-23

NBSD NEUBERGER BERMAN ETF TRUST35.3K shares-2.10%2026-03-312026-04-23

LLY ELI LILLY & CO1.9K shares0.83%2026-03-312026-04-23

MNTN MNTN INC200.0K shares0.00%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC34.7K shares12.87%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO5.9K shares1.85%2026-03-312026-04-23

XLC SELECT SECTOR SPDR TR15.5K shares2.64%2026-03-312026-04-23

TIME TIDAL TRUST II64.8K shares3.51%2026-03-312026-04-23

Sponsored

RB GLOBAL INC RB GLOBAL INC15.3K shares2.99%2026-03-312026-04-23

AMGN AMGEN INC4.0K shares-0.59%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR2.3K shares15.55%2026-03-312026-04-23

SHRY FIRST TR EXCHANGE TRADED FD30.4K shares-3.41%2026-03-312026-04-23

XOM EXXON MOBIL CORP7.3K shares-18.35%2026-03-312026-04-23

V VISA INC4.1K shares-7.12%2026-03-312026-04-23

CRPT FIRST TR EXCHNG TRADED FD VI98.6K shares7.84%2026-03-312026-04-23

GLW CORNING INC8.4K shares-9.58%2026-03-312026-04-23

Sponsored

SGOV ISHARES TR10.7K shares71.72%2026-03-312026-04-23

ALPHABET INC ALPHABET INC3.3K shares-15.80%2026-03-312026-04-23

GRW TCW ETF TRUST33.6K shares-54.96%2026-03-312026-04-23

ABBV ABBVIE INC4.1K shares-4.52%2026-03-312026-04-23

YMAX TIDAL TRUST II109.6K shares27.88%2026-03-312026-04-23

SCHW SCHWAB CHARLES CORP8.8K shares-0.81%2026-03-312026-04-23

XBIL RBB FD INC16.3K shares-12.04%2026-03-312026-04-23

VTI VANGUARD INDEX FDS2.4K shares-2.02%2026-03-312026-04-23

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD19.6K shares1.58%2026-03-312026-04-23

EIX EDISON INTL10.4K shares53.66%2026-03-312026-04-23

GLD SPDR GOLD TR1.7K shares-13.85%2026-03-312026-04-23

FTRI FIRST TR EXCHANGE-TRADED FD39.0K shares104.04%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS2.8K shares0.00%2026-03-312026-04-23

SYLD CAMBRIA ETF TR9.0K shares-15.01%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON2.7K shares-0.15%2026-03-312026-04-23

MAR MARRIOTT INTL INC NEW2.0K shares0.00%2026-03-312026-04-23

Sponsored

CAT CATERPILLAR INC912 shares-0.11%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares9.32%2026-03-312026-04-23

LINDE PLC LINDE PLC1.2K shares-11.28%2026-03-312026-04-23

THE CIGNA GROUP THE CIGNA GROUP2.1K shares0.00%2026-03-312026-04-23

PVAL PUTNAM ETF TRUST11.8K shares12.61%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC4.5K shares-1.48%2026-03-312026-04-23

ORCL ORACLE CORP3.6K shares-9.04%2026-03-312026-04-23

MA MASTERCARD INCORPORATED1.0K shares-8.96%2026-03-312026-04-23

Sponsored

SLV ISHARES SILVER TR7.5K shares-0.07%2026-03-312026-04-23

AFLG FIRST TR EXCHNG TRADED FD VI13.1K shares-94.84%2026-03-312026-04-23

FPE FIRST TR EXCH TRADED FD III27.6K shares0.00%2026-03-312026-04-23

BSCR INVESCO EXCH TRD SLF IDX FD25.0K shares-9.36%2026-03-312026-04-23

RTX RTX CORPORATION2.5K shares-0.36%2026-03-312026-04-23

MCD MCDONALDS CORP1.5K shares-6.53%2026-03-312026-04-23

SPG SIMON PPTY GROUP INC NEW2.5K shares0.00%2026-03-312026-04-23

TCHP T ROWE PRICE ETF INC10.5K shares12.64%2026-03-312026-04-23

Sponsored

CVX CHEVRON CORPORATION2.2K shares-10.06%2026-03-312026-04-23

CEF SPROTT ASSET MANAGEMENT LP9.2K shares4.83%2026-03-312026-04-23

DIS DISNEY WALT CO4.4K shares3.18%2026-03-312026-04-23

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.2K shares0.00%2026-03-312026-04-23

BP BP PLC8.5K shares0.06%2026-03-312026-04-23

DBND DOUBLELINE ETF TRUST8.5K shares6.19%2026-03-312026-04-23

USO UNITED STS OIL FD LP3.1K sharesnew addition2026-03-312026-04-23

MO ALTRIA GROUP INC5.7K shares-15.85%2026-03-312026-04-23

Sponsored

SOFI SOFI TECHNOLOGIES INC23.4K shares0.00%2026-03-312026-04-23

PFE PFIZER INC12.8K sharesnew addition2026-03-312026-04-23

MKL MARKEL GROUP INC184 shares-2.13%2026-03-312026-04-23

SRE SEMPRA3.6K shares-1.83%2026-03-312026-04-23

AXP AMERICAN EXPRESS CO1.1K shares-6.61%2026-03-312026-04-23

AOR ISHARES TR5.1K shares17.06%2026-03-312026-04-23

T AT&T INC11.1K shares-5.62%2026-03-312026-04-23

SHOP SHOPIFY INC2.7K shares0.00%2026-03-312026-04-23

Sponsored

WRB BERKLEY W R CORP4.8K shares-30.18%2026-03-312026-04-23

ESGV VANGUARD WORLD FD2.6K shares52.20%2026-03-312026-04-23

TJX TJX COS INC NEW1.8K shares0.06%2026-03-312026-04-23

MGK VANGUARD WORLD FD745 shares-5.93%2026-03-312026-04-23

CSCO CISCO SYS INC3.5K shares7.43%2026-03-312026-04-23

OAKM HARRIS OAKMARK ETF TRUST9.7K shares2.43%2026-03-312026-04-23

ENB ENBRIDGE INC4.9K shares-4.27%2026-03-312026-04-23

SCHF SCHWAB STRATEGIC TR10.7K shares-0.22%2026-03-312026-04-23

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP7.4K shares0.00%2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC1.3K shares-46.33%2026-03-312026-04-23

PEP PEPSICO INC1.7K shares0.12%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP425 shares0.00%2026-03-312026-04-23

IVV ISHARES TR392 shares2.08%2026-03-312026-04-23

PRU PRUDENTIAL FINL INC2.6K shares-7.32%2026-03-312026-04-23

HD HOME DEPOT INC764 shares-21.16%2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR8.1K shares0.12%2026-03-312026-04-23

Sponsored

EATON CORP PLC EATON CORP PLC679 shares0.00%2026-03-312026-04-23

SCHK SCHWAB STRATEGIC TR7.5K shares0.00%2026-03-312026-04-23

WCMI FIRST TR EXCHANGE-TRADED FD13.9K sharesnew addition2026-03-312026-04-23

IVE ISHARES TR1.1K shares0.00%2026-03-312026-04-23

CMI CUMMINS INC422 shares-2.09%2026-03-312026-04-23

MGV VANGUARD WORLD FD1.6K shares0.00%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP1.1K sharesnew addition2026-03-312026-04-23

F FORD MTR CO18.7K shares0.03%2026-03-312026-04-23

Sponsored

IWY ISHARES TR866 shares-0.12%2026-03-312026-04-23

SMH VANECK ETF TRUST555 sharesnew addition2026-03-312026-04-23

BINV 2023 ETF SERIES TRUST5.0K shares-1.85%2026-03-312026-04-23

HP INC HP INC10.7K sharesnew addition2026-03-312026-04-23

ACHIEVE LIFE SCIENCE INC ACHIEVE LIFE SCIENCE INC66.2K shares12.08%2026-03-312026-04-23

BRW SABA CAPITAL INCOME & OPRNT12.3K shares2.59%2026-03-312026-04-23

GENPREX INC GENPREX INC20.0K sharesnew addition2026-03-312026-04-23

BLNE BEELINE HOLDINGS INC14.6K shares-19.16%2026-03-312026-04-23

Sponsored

SCHB

SCHWAB STRATEGIC TR

-0.16%

Shares3.4M

Event2026-03-31

Filed2026-04-23

BSCT

INVESCO EXCH TRD SLF IDX FD

-0.42%

Shares2.2M

Event2026-03-31

Filed2026-04-23

FDD

FIRST TR EXCHANGE-TRADED FD

37.66%

Shares2.0M

Event2026-03-31

Filed2026-04-23

IDMO

INVESCO EXCH TRADED FD TR II

0.65%

Shares456.0K

Event2026-03-31

Filed2026-04-23

SCHX

SCHWAB STRATEGIC TR

4.24%

Shares957.8K

Event2026-03-31

Filed2026-04-23

FIIG

FIRST TR EXCHANGE-TRADED FD

11.55%

Shares1.1M

Event2026-03-31

Filed2026-04-23

BSCS

INVESCO EXCH TRD SLF IDX FD

1.61%

Shares1.0M

Event2026-03-31

Filed2026-04-23

IWL

ISHARES TR

0.95%

Shares119.6K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

-1.29%

Shares99.0K

Event2026-03-31

Filed2026-04-23

SPMO

INVESCO EXCH TRADED FD TR II

27.65%

Shares145.5K

Event2026-03-31

Filed2026-04-23

FDL

FIRST TR EXCHANGE-TRADED FD

-10.54%

Shares315.6K

Event2026-03-31

Filed2026-04-23

INVESCO EXCHANGE TRADED FD T

-6.06%

Shares81.5K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

0.20%

Shares55.1K

Event2026-03-31

Filed2026-04-23

XMMO

INVESCO EXCHANGE TRADED FD T

-1.04%

Shares94.4K

Event2026-03-31

Filed2026-04-23

FTSM

FIRST TR EXCHANGE-TRADED FD

-4.80%

Shares191.9K

Event2026-03-31

Filed2026-04-23

GRID

FIRST TR EXCHANGE-TRADED FD

-3.08%

Shares39.0K

Event2026-03-31

Filed2026-04-23

TBIL

RBB FD INC

-2.72%

Shares123.9K

Event2026-03-31

Filed2026-04-23

MMSC

FIRST TR EXCHNG TRADED FD VI

-2.58%

Shares254.6K

Event2026-03-31

Filed2026-04-23

SCHM

SCHWAB STRATEGIC TR

-6.15%

Shares183.4K

Event2026-03-31

Filed2026-04-23

META

META PLATFORMS INC

-5.55%

Shares9.2K

Event2026-03-31

Filed2026-04-23

EA SERIES TRUST

27.83%

Shares204.7K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

0.41%

Shares12.1K

Event2026-03-31

Filed2026-04-23

VANGUARD INTL EQUITY INDEX F

-2.14%

Shares29.1K

Event2026-03-31

Filed2026-04-23

EPOL

ISHARES TR

0.27%

Shares94.2K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

-3.49%

Shares16.0K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION

-32.54%

Shares2.9K

Event2026-03-31

Filed2026-04-23

FIX

COMFORT SYS USA INC

-1.41%

Shares2.1K

Event2026-03-31

Filed2026-04-23

PLTR

PALANTIR TECHNOLOGIES INC

-1.48%

Shares18.6K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

-17.08%

Shares4.0K

Event2026-03-31

Filed2026-04-23

CSM

PROSHARES TR

2.32%

Shares31.5K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

-0.61%

Shares7.5K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

0.19%

Shares7.8K

Event2026-03-31

Filed2026-04-23

HCA

HCA HEALTHCARE INC

-1.06%

Shares4.7K

Event2026-03-31

Filed2026-04-23

FLEX

FLEXTRONICS INTL LTD

-0.02%

Shares31.8K

Event2026-03-31

Filed2026-04-23

IBKR

INTERACTIVE BROKERS GROUP IN

0.04%

Shares29.3K

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC

-8.73%

Shares5.2K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

10.00%

Shares4.0K

Event2026-03-31

Filed2026-04-23

EME

EMCOR GROUP INC

0.35%

Shares2.6K

Event2026-03-31

Filed2026-04-23

IWV

ISHARES TR

-1.09%

Shares5.0K

Event2026-03-31

Filed2026-04-23

EDIV

SPDR INDEX SHS FDS

5.78%

Shares46.8K

Event2026-03-31

Filed2026-04-23

ULVM

VICTORY PORTFOLIOS II

2.53%

Shares19.0K

Event2026-03-31

Filed2026-04-23

NBSD

NEUBERGER BERMAN ETF TRUST

-2.10%

Shares35.3K

Event2026-03-31

Filed2026-04-23

LLY

ELI LILLY & CO

0.83%

Shares1.9K

Event2026-03-31

Filed2026-04-23

MNTN

MNTN INC

0.00%

Shares200.0K

Event2026-03-31

Filed2026-04-23

VERIZON COMMUNICATIONS INC

12.87%

Shares34.7K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

1.85%

Shares5.9K

Event2026-03-31

Filed2026-04-23

XLC

SELECT SECTOR SPDR TR

2.64%

Shares15.5K

Event2026-03-31

Filed2026-04-23

TIME

TIDAL TRUST II

3.51%

Shares64.8K

Event2026-03-31

Filed2026-04-23

RB GLOBAL INC

2.99%

Shares15.3K

Event2026-03-31

Filed2026-04-23

AMGN

AMGEN INC

-0.59%

Shares4.0K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

15.55%

Shares2.3K

Event2026-03-31

Filed2026-04-23

SHRY

FIRST TR EXCHANGE TRADED FD

-3.41%

Shares30.4K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

-18.35%

Shares7.3K

Event2026-03-31

Filed2026-04-23

VISA INC

-7.12%

Shares4.1K

Event2026-03-31

Filed2026-04-23

CRPT

FIRST TR EXCHNG TRADED FD VI

7.84%

Shares98.6K

Event2026-03-31

Filed2026-04-23

GLW

CORNING INC

-9.58%

Shares8.4K

Event2026-03-31

Filed2026-04-23

SGOV

ISHARES TR

71.72%

Shares10.7K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-15.80%

Shares3.3K

Event2026-03-31

Filed2026-04-23

GRW

TCW ETF TRUST

-54.96%

Shares33.6K

Event2026-03-31

Filed2026-04-23

ABBV

ABBVIE INC

-4.52%

Shares4.1K

Event2026-03-31

Filed2026-04-23

YMAX

TIDAL TRUST II

27.88%

Shares109.6K

Event2026-03-31

Filed2026-04-23

SCHW

SCHWAB CHARLES CORP

-0.81%

Shares8.8K

Event2026-03-31

Filed2026-04-23

XBIL

RBB FD INC

-12.04%

Shares16.3K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

-2.02%

Shares2.4K

Event2026-03-31

Filed2026-04-23

SDVY

FIRST TR EXCHANGE TRADED FD

1.58%

Shares19.6K

Event2026-03-31

Filed2026-04-23

EIX

EDISON INTL

53.66%

Shares10.4K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD TR

-13.85%

Shares1.7K

Event2026-03-31

Filed2026-04-23

FTRI

FIRST TR EXCHANGE-TRADED FD

104.04%

Shares39.0K

Event2026-03-31

Filed2026-04-23

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-23

SYLD

CAMBRIA ETF TR

-15.01%

Shares9.0K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

-0.15%

Shares2.7K

Event2026-03-31

Filed2026-04-23

MAR

MARRIOTT INTL INC NEW

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

-0.11%

Shares912

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

9.32%

Shares1.1K

Event2026-03-31

Filed2026-04-23

LINDE PLC

-11.28%

Shares1.2K

Event2026-03-31

Filed2026-04-23

THE CIGNA GROUP

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-23

PVAL

PUTNAM ETF TRUST

12.61%

Shares11.8K

Event2026-03-31

Filed2026-04-23

MERCK & CO INC

-1.48%

Shares4.5K

Event2026-03-31

Filed2026-04-23

ORCL

ORACLE CORP

-9.04%

Shares3.6K

Event2026-03-31

Filed2026-04-23

MASTERCARD INCORPORATED

-8.96%

Shares1.0K

Event2026-03-31

Filed2026-04-23

SLV

ISHARES SILVER TR

-0.07%

Shares7.5K

Event2026-03-31

Filed2026-04-23

AFLG

FIRST TR EXCHNG TRADED FD VI

-94.84%

Shares13.1K

Event2026-03-31

Filed2026-04-23

FPE

FIRST TR EXCH TRADED FD III

0.00%

Shares27.6K

Event2026-03-31

Filed2026-04-23

BSCR

INVESCO EXCH TRD SLF IDX FD

-9.36%

Shares25.0K

Event2026-03-31

Filed2026-04-23

RTX

RTX CORPORATION

-0.36%

Shares2.5K

Event2026-03-31

Filed2026-04-23

MCD

MCDONALDS CORP

-6.53%

Shares1.5K

Event2026-03-31

Filed2026-04-23

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-23

TCHP

T ROWE PRICE ETF INC

12.64%

Shares10.5K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION

-10.06%

Shares2.2K

Event2026-03-31

Filed2026-04-23

CEF

SPROTT ASSET MANAGEMENT LP

4.83%

Shares9.2K

Event2026-03-31

Filed2026-04-23

DIS

DISNEY WALT CO

3.18%

Shares4.4K

Event2026-03-31

Filed2026-04-23

GENERAL DYNAMICS CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-23

BP PLC

0.06%

Shares8.5K

Event2026-03-31

Filed2026-04-23

DBND

DOUBLELINE ETF TRUST

6.19%

Shares8.5K

Event2026-03-31

Filed2026-04-23

USO

UNITED STS OIL FD LP

New

Shares3.1K

Event2026-03-31

Filed2026-04-23

ALTRIA GROUP INC

-15.85%

Shares5.7K

Event2026-03-31

Filed2026-04-23

SOFI

SOFI TECHNOLOGIES INC

0.00%

Shares23.4K

Event2026-03-31

Filed2026-04-23

PFE

PFIZER INC

New

Shares12.8K

Event2026-03-31

Filed2026-04-23

MKL

MARKEL GROUP INC

-2.13%

Shares184

Event2026-03-31

Filed2026-04-23

SRE

SEMPRA

-1.83%

Shares3.6K

Event2026-03-31

Filed2026-04-23

AXP

AMERICAN EXPRESS CO

-6.61%

Shares1.1K

Event2026-03-31

Filed2026-04-23

AOR

ISHARES TR

17.06%

Shares5.1K

Event2026-03-31

Filed2026-04-23

AT&T INC

-5.62%

Shares11.1K

Event2026-03-31

Filed2026-04-23

SHOP

SHOPIFY INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-23

WRB

BERKLEY W R CORP

-30.18%

Shares4.8K

Event2026-03-31

Filed2026-04-23

ESGV

VANGUARD WORLD FD

52.20%

Shares2.6K

Event2026-03-31

Filed2026-04-23

TJX

TJX COS INC NEW

0.06%

Shares1.8K

Event2026-03-31

Filed2026-04-23

MGK

VANGUARD WORLD FD

-5.93%

Shares745

Event2026-03-31

Filed2026-04-23

CSCO

CISCO SYS INC

7.43%

Shares3.5K

Event2026-03-31

Filed2026-04-23

OAKM

HARRIS OAKMARK ETF TRUST

2.43%

Shares9.7K

Event2026-03-31

Filed2026-04-23

ENB

ENBRIDGE INC

-4.27%

Shares4.9K

Event2026-03-31

Filed2026-04-23

SCHF

SCHWAB STRATEGIC TR

-0.22%

Shares10.7K

Event2026-03-31

Filed2026-04-23

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-23

AMD

ADVANCED MICRO DEVICES INC

-46.33%

Shares1.3K

Event2026-03-31

Filed2026-04-23

PEP

PEPSICO INC

0.12%

Shares1.7K

Event2026-03-31

Filed2026-04-23

LMT

LOCKHEED MARTIN CORP

0.00%

Shares425

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

2.08%

Shares392

Event2026-03-31

Filed2026-04-23

PRU

PRUDENTIAL FINL INC

-7.32%

Shares2.6K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

-21.16%

Shares764

Event2026-03-31

Filed2026-04-23

SCHD

SCHWAB STRATEGIC TR

0.12%

Shares8.1K

Event2026-03-31

Filed2026-04-23

EATON CORP PLC

0.00%

Shares679

Event2026-03-31

Filed2026-04-23

SCHK

SCHWAB STRATEGIC TR

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-23

WCMI

FIRST TR EXCHANGE-TRADED FD

New

Shares13.9K

Event2026-03-31

Filed2026-04-23

IVE

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-23

CMI

CUMMINS INC

-2.09%

Shares422

Event2026-03-31

Filed2026-04-23

MGV

VANGUARD WORLD FD

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-23

LAM RESEARCH CORP

New

Shares1.1K

Event2026-03-31

Filed2026-04-23

FORD MTR CO

0.03%

Shares18.7K

Event2026-03-31

Filed2026-04-23

IWY

ISHARES TR

-0.12%

Shares866

Event2026-03-31

Filed2026-04-23

SMH

VANECK ETF TRUST

New

Shares555

Event2026-03-31

Filed2026-04-23

BINV

2023 ETF SERIES TRUST

-1.85%

Shares5.0K

Event2026-03-31

Filed2026-04-23

HP INC

New

Shares10.7K

Event2026-03-31

Filed2026-04-23

ACHIEVE LIFE SCIENCE INC

12.08%

Shares66.2K

Event2026-03-31

Filed2026-04-23

BRW

SABA CAPITAL INCOME & OPRNT

2.59%

Shares12.3K

Event2026-03-31

Filed2026-04-23

GENPREX INC

New

Shares20.0K

Event2026-03-31

Filed2026-04-23

BLNE

BEELINE HOLDINGS INC

-19.16%

Shares14.6K

Event2026-03-31

Filed2026-04-23

Call Option Holdings

AMD Call CallADVANCED MICRO DEVICES INC300 sharesnew addition2026-03-312026-04-23

NVDA Call CallNVIDIA CORPORATION100 shares-50.00%2026-03-312026-04-23

USO Call CallUNITED STS OIL FD LP100 sharesnew addition2026-03-312026-04-23

SPMO Call CallINVESCO EXCH TRADED FD TR II100 shares0.00%2026-03-312026-04-23

AMD Call

ADVANCED MICRO DEVICES INC

New

Shares300

Event2026-03-31

Filed2026-04-23

NVDA Call

NVIDIA CORPORATION

-50.00%

Shares100

Event2026-03-31

Filed2026-04-23

USO Call

UNITED STS OIL FD LP

New

Shares100

Event2026-03-31

Filed2026-04-23

SPMO Call

INVESCO EXCH TRADED FD TR II

0.00%

Shares100

Event2026-03-31

Filed2026-04-23

Put Option Holdings

No put option holdings data available