The Analysis of Meridian Wealth Advisors, LLC's Holdings & P&L


Currently, Meridian Wealth Advisors, LLC holds 202 types of securities in its portfolio with a total value $756.4M. In the most recent quarter, they have increased their positions in TCBX (+171.9K shares, valued at $6.5M), VO (+17.0K shares, valued at $4.9M), USMV (+39.1K shares, valued at $3.6M); decreased their positions in N/A (-28.5K shares, valued at $3.4M), MMM (-23.4K shares, valued at $3.4M), UNP (-13.7K shares, valued at $3.3M); initiated new positions in NFLX (+35.5K shares, valued at $3.4M), UBER (+33.7K shares, valued at $2.4M), N/A (+27.2K shares, valued at $2.4M).


1M P&L
+9.5M+1.44%
3M P&L
-35.1M-5.01%
HY P&L
-796.8K-0.12%

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/A270.6M
45.4%
2Oil & Gas Integrated39.0M
6.5%
3Semiconductors29.6M
5.0%

Top Industries by Stock Count

1N/A59 stocks
35.5%
2Drug Manufacturers - General7 stocks
4.2%
3Semiconductors7 stocks
4.2%
Stock Holdings
IVV
ISHARES TR
3.66%
Shares122.2K
Event2026-03-31
Filed2026-05-11
XOM
EXXON MOBIL CORP
2.65%
Shares322.2K
Event2026-03-31
Filed2026-05-11
ISHARES GOLD TR
ISHARES GOLD TR
2.51%
Shares585.0K
Event2026-03-31
Filed2026-05-11
AAPL
APPLE INC
-1.65%
Shares93.5K
Event2026-03-31
Filed2026-05-11
VO
VANGUARD INDEX FDS
27.53%
Shares78.6K
Event2026-03-31
Filed2026-05-11
USMV
ISHARES TR
19.80%
Shares236.8K
Event2026-03-31
Filed2026-05-11
MSFT
MICROSOFT CORP
3.78%
Shares57.1K
Event2026-03-31
Filed2026-05-11
SPY
STATE STR SPDR S&P 500 ETF T
0.91%
Shares31.4K
Event2026-03-31
Filed2026-05-11
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-10.64%
Shares26.8K
Event2026-03-31
Filed2026-05-11
JPM
JPMORGAN CHASE & CO
-5.55%
Shares52.1K
Event2026-03-31
Filed2026-05-11
ALPHABET INC
ALPHABET INC
-1.17%
Shares52.2K
Event2026-03-31
Filed2026-05-11
OEF
ISHARES TR
0.11%
Shares46.6K
Event2026-03-31
Filed2026-05-11
NVDA
NVIDIA CORPORATION
4.74%
Shares84.4K
Event2026-03-31
Filed2026-05-11
VEA
VANGUARD TAX-MANAGED FDS
17.00%
Shares217.7K
Event2026-03-31
Filed2026-05-11
AVDE
AMERICAN CENTY ETF TR
24.73%
Shares162.8K
Event2026-03-31
Filed2026-05-11
VIG
VANGUARD SPECIALIZED FUNDS
-2.05%
Shares61.5K
Event2026-03-31
Filed2026-05-11
AESI
ATLAS ENERGY SOLUTIONS INC
-3.73%
Shares954.0K
Event2026-03-31
Filed2026-05-11
AMZN
AMAZON COM INC
12.59%
Shares55.4K
Event2026-03-31
Filed2026-05-11
PTLC
PACER FDS TR
0.23%
Shares203.9K
Event2026-03-31
Filed2026-05-11
COST
COSTCO WHOLESALE CORPORATION
-3.55%
Shares10.4K
Event2026-03-31
Filed2026-05-11
EATON CORP PLC
EATON CORP PLC
-3.40%
Shares25.1K
Event2026-03-31
Filed2026-05-11
SDY
SPDR SERIES TRUST
16.43%
Shares58.2K
Event2026-03-31
Filed2026-05-11
IWF
ISHARES TR
21.80%
Shares19.0K
Event2026-03-31
Filed2026-05-11
WMT
WALMART INC
-3.81%
Shares63.0K
Event2026-03-31
Filed2026-05-11
MDY
STATE STR SPDR S&P MIDCAP 40
1.30%
Shares11.9K
Event2026-03-31
Filed2026-05-11
TCBX
THIRD COAST BANCSHARES INC
910.44%
Shares190.8K
Event2026-03-31
Filed2026-05-11
BROADCOM INC
BROADCOM INC
10.31%
Shares20.7K
Event2026-03-31
Filed2026-05-11
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-1.53%
Shares13.2K
Event2026-03-31
Filed2026-05-11
V
VISA INC
-19.94%
Shares20.9K
Event2026-03-31
Filed2026-05-11
MPC
MARATHON PETE CORP
-1.44%
Shares24.4K
Event2026-03-31
Filed2026-05-11
SPGI
S&P GLOBAL INC
16.59%
Shares13.7K
Event2026-03-31
Filed2026-05-11
HD
HOME DEPOT INC
6.28%
Shares17.6K
Event2026-03-31
Filed2026-05-11
ORLY
OREILLY AUTOMOTIVE INC
-7.22%
Shares62.1K
Event2026-03-31
Filed2026-05-11
LLY
ELI LILLY & CO
-2.27%
Shares6.2K
Event2026-03-31
Filed2026-05-11
MCK
MCKESSON CORP
-11.15%
Shares6.4K
Event2026-03-31
Filed2026-05-11
AMD
ADVANCED MICRO DEVICES INC
-9.63%
Shares26.5K
Event2026-03-31
Filed2026-05-11
ALL
ALLSTATE CORP
-5.85%
Shares25.3K
Event2026-03-31
Filed2026-05-11
ALPHABET INC
ALPHABET INC
-0.92%
Shares17.8K
Event2026-03-31
Filed2026-05-11
META
META PLATFORMS INC
-8.33%
Shares8.9K
Event2026-03-31
Filed2026-05-11
IVW
ISHARES TR
0.29%
Shares41.9K
Event2026-03-31
Filed2026-05-11
DIVO
AMPLIFY ETF TR
16.46%
Shares105.4K
Event2026-03-31
Filed2026-05-11
XLK
SELECT SECTOR SPDR TR
-11.62%
Shares34.6K
Event2026-03-31
Filed2026-05-11
HON
HONEYWELL INTL INC
201.72%
Shares19.8K
Event2026-03-31
Filed2026-05-11
IQV
IQVIA HLDGS INC
32.06%
Shares24.1K
Event2026-03-31
Filed2026-05-11
TT
TRANE TECHNOLOGIES PLC
-9.17%
Shares8.7K
Event2026-03-31
Filed2026-05-11
KO
COCA COLA CO
14.29%
Shares47.2K
Event2026-03-31
Filed2026-05-11
MS
MORGAN STANLEY
-12.88%
Shares21.7K
Event2026-03-31
Filed2026-05-11
NFLX
NETFLIX INC.
New
Shares35.5K
Event2026-03-31
Filed2026-05-11
APD
AIR PRODUCTS AND CHEMICALS I
25.92%
Shares11.3K
Event2026-03-31
Filed2026-05-11
PANW
PALO ALTO NETWORKS INC
74.63%
Shares20.5K
Event2026-03-31
Filed2026-05-11
IBM
INTERNATIONAL BUSINESS MACHS
7.35%
Shares13.3K
Event2026-03-31
Filed2026-05-11
NXPI
NXP SEMICONDUCTORS N V
-26.30%
Shares16.0K
Event2026-03-31
Filed2026-05-11
MERCK & CO INC
MERCK & CO INC
-52.54%
Shares25.7K
Event2026-03-31
Filed2026-05-11
CSCO
CISCO SYS INC
242.07%
Shares39.4K
Event2026-03-31
Filed2026-05-11
SBUX
STARBUCKS CORP
-3.31%
Shares33.5K
Event2026-03-31
Filed2026-05-11
AMGN
AMGEN INC
1.60%
Shares8.4K
Event2026-03-31
Filed2026-05-11
IJH
ISHARES TR
71.88%
Shares42.5K
Event2026-03-31
Filed2026-05-11
UNP
UNION PAC CORP
-54.41%
Shares11.5K
Event2026-03-31
Filed2026-05-11
JNJ
JOHNSON & JOHNSON
0.07%
Shares11.0K
Event2026-03-31
Filed2026-05-11
AMAT
APPLIED MATLS INC
505.50%
Shares7.8K
Event2026-03-31
Filed2026-05-11
IRM
IRON MTN INC DEL
25.03%
Shares25.4K
Event2026-03-31
Filed2026-05-11
GLD
SPDR GOLD TR
0.75%
Shares5.6K
Event2026-03-31
Filed2026-05-11
UBER
UBER TECHNOLOGIES INC
New
Shares33.7K
Event2026-03-31
Filed2026-05-11
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares12.5K
Event2026-03-31
Filed2026-05-11
MEDTRONIC PLC
MEDTRONIC PLC
New
Shares27.2K
Event2026-03-31
Filed2026-05-11
INVESCO QQQ TR
INVESCO QQQ TR
7.97%
Shares3.9K
Event2026-03-31
Filed2026-05-11
SNOW
SNOWFLAKE INC
129.47%
Shares14.7K
Event2026-03-31
Filed2026-05-11
DOV
DOVER CORP
New
Shares10.1K
Event2026-03-31
Filed2026-05-11
CVX
CHEVRON CORPORATION
9.88%
Shares9.2K
Event2026-03-31
Filed2026-05-11
VTI
VANGUARD INDEX FDS
8.60%
Shares5.4K
Event2026-03-31
Filed2026-05-11
VTWO
VANGUARD SCOTTSDALE FDS
0.00%
Shares16.6K
Event2026-03-31
Filed2026-05-11
LOW
LOWES COS INC
0.27%
Shares6.8K
Event2026-03-31
Filed2026-05-11
ADI
ANALOG DEVICES INC
0.48%
Shares4.8K
Event2026-03-31
Filed2026-05-11
EPD
ENTERPRISE PRODS PARTNERS L
0.00%
Shares40.4K
Event2026-03-31
Filed2026-05-11
CSQ
CALAMOS STRATEGIC TOTAL RETU
-12.28%
Shares85.7K
Event2026-03-31
Filed2026-05-11
IYW
ISHARES TR
0.00%
Shares8.1K
Event2026-03-31
Filed2026-05-11
MA
MASTERCARD INCORPORATED
1.87%
Shares2.8K
Event2026-03-31
Filed2026-05-11
RJF
RAYMOND JAMES FINL INC
0.10%
Shares9.6K
Event2026-03-31
Filed2026-05-11
UNH
UNITEDHEALTH GROUP INC
-55.26%
Shares5.1K
Event2026-03-31
Filed2026-05-11
VHT
VANGUARD WORLD FD
0.02%
Shares5.0K
Event2026-03-31
Filed2026-05-11
INFL
LISTED FDS TR
0.00%
Shares25.9K
Event2026-03-31
Filed2026-05-11
ET
ENERGY TRANSFER L P
-0.09%
Shares68.4K
Event2026-03-31
Filed2026-05-11
MCD
MCDONALDS CORP
-1.84%
Shares4.2K
Event2026-03-31
Filed2026-05-11
PFE
PFIZER INC
1.57%
Shares44.6K
Event2026-03-31
Filed2026-05-11
PEP
PEPSICO INC
1.38%
Shares8.0K
Event2026-03-31
Filed2026-05-11
LMT
LOCKHEED MARTIN CORP
-6.84%
Shares1.9K
Event2026-03-31
Filed2026-05-11
IWM
ISHARES TR
-3.67%
Shares4.7K
Event2026-03-31
Filed2026-05-11
SPMD
SPDR SERIES TRUST
New
Shares19.3K
Event2026-03-31
Filed2026-05-11
IWB
ISHARES TR
0.16%
Shares3.2K
Event2026-03-31
Filed2026-05-11
PTMC
PACER FDS TR
0.00%
Shares31.0K
Event2026-03-31
Filed2026-05-11
GDX
VANECK ETF TRUST
0.00%
Shares12.0K
Event2026-03-31
Filed2026-05-11
ROL
ROLLINS INC
New
Shares20.3K
Event2026-03-31
Filed2026-05-11
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-11
RTX
RTX CORPORATION
-1.19%
Shares5.3K
Event2026-03-31
Filed2026-05-11
CB
CHUBB LTD SWITZ
-2.07%
Shares3.1K
Event2026-03-31
Filed2026-05-11
CRM
SALESFORCE INC
-73.99%
Shares5.3K
Event2026-03-31
Filed2026-05-11
T
AT&T INC
-2.72%
Shares32.9K
Event2026-03-31
Filed2026-05-11
BLACKROCK INC
BLACKROCK INC
-4.91%
Shares987
Event2026-03-31
Filed2026-05-11
TJX
TJX COS INC NEW
0.35%
Shares5.7K
Event2026-03-31
Filed2026-05-11
VUG
VANGUARD INDEX FDS
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-11
GS
GOLDMAN SACHS GROUP INC
-0.58%
Shares1.0K
Event2026-03-31
Filed2026-05-11
PHYS
SPROTT ASSET MANAGEMENT LP
0.00%
Shares23.5K
Event2026-03-31
Filed2026-05-11
VV
VANGUARD INDEX FDS
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-11
O
REALTY INCOME CORP
-1.65%
Shares13.1K
Event2026-03-31
Filed2026-05-11
BLACKSTONE INC
BLACKSTONE INC
-6.06%
Shares6.8K
Event2026-03-31
Filed2026-05-11
ABT
ABBOTT LABORATORIES
3.77%
Shares7.6K
Event2026-03-31
Filed2026-05-11
PG
PROCTER & GAMBLE CO
6.33%
Shares5.4K
Event2026-03-31
Filed2026-05-11
XLI
SELECT SECTOR SPDR TR
0.00%
Shares4.8K
Event2026-03-31
Filed2026-05-11
KLAC
KLA CORP
-0.38%
Shares525
Event2026-03-31
Filed2026-05-11
CAT
CATERPILLAR INC
1.31%
Shares1.1K
Event2026-03-31
Filed2026-05-11
SGDM
SPROTT ETF TRUST
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-11
HEFA
ISHARES TR
13.86%
Shares17.2K
Event2026-03-31
Filed2026-05-11
IJR
ISHARES TR
0.07%
Shares5.9K
Event2026-03-31
Filed2026-05-11
MSI
MOTOROLA SOLUTIONS INC
-6.32%
Shares1.7K
Event2026-03-31
Filed2026-05-11
EMLP
FIRST TR EXCHANGE-TRADED FD
New
Shares16.2K
Event2026-03-31
Filed2026-05-11
INHIBRX BIOSCIENCES INC
INHIBRX BIOSCIENCES INC
0.00%
Shares10.5K
Event2026-03-31
Filed2026-05-11
SCHD
SCHWAB STRATEGIC TR
0.00%
Shares22.8K
Event2026-03-31
Filed2026-05-11
AXP
AMERICAN EXPRESS CO
-1.79%
Shares2.3K
Event2026-03-31
Filed2026-05-11
QCOM
QUALCOMM INC
-0.99%
Shares5.4K
Event2026-03-31
Filed2026-05-11
XOP
SPDR SERIES TRUST
100.00%
Shares3.8K
Event2026-03-31
Filed2026-05-11
MMM
3M CO
-83.57%
Shares4.6K
Event2026-03-31
Filed2026-05-11
TMO
THERMO FISHER SCIENTIFIC INC
-2.92%
Shares1.3K
Event2026-03-31
Filed2026-05-11
XLV
SELECT SECTOR SPDR TR
-5.26%
Shares4.3K
Event2026-03-31
Filed2026-05-11
XLF
SELECT SECTOR SPDR TR
0.00%
Shares12.6K
Event2026-03-31
Filed2026-05-11
IUSG
ISHARES TR
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-11
IWD
ISHARES TR
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-11
TSLA
TESLA INC
30.30%
Shares1.6K
Event2026-03-31
Filed2026-05-11
FBTC
FIDELITY WISE ORIGIN BITCOIN
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-11
MGC
VANGUARD WORLD FD
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-11
TXN
TEXAS INSTRS INC
21.68%
Shares3.0K
Event2026-03-31
Filed2026-05-11
RSG
REPUBLIC SVCS INC
7.27%
Shares2.6K
Event2026-03-31
Filed2026-05-11
DHR
DANAHER CORP DEL
0.75%
Shares2.9K
Event2026-03-31
Filed2026-05-11
VTV
VANGUARD INDEX FDS
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-11
XLY
SELECT SECTOR SPDR TR
-2.69%
Shares5.1K
Event2026-03-31
Filed2026-05-11
ITW
ILLINOIS TOOL WKS INC
1.45%
Shares2.1K
Event2026-03-31
Filed2026-05-11
CME
CME GROUP INC
-7.25%
Shares1.8K
Event2026-03-31
Filed2026-05-11
PFFD
GLOBAL X FDS
0.00%
Shares29.0K
Event2026-03-31
Filed2026-05-11
VIS
VANGUARD WORLD FD
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-11
PPG
PPG INDS INC
New
Shares4.8K
Event2026-03-31
Filed2026-05-11
ORCL
ORACLE CORP
14.93%
Shares3.4K
Event2026-03-31
Filed2026-05-11
PNC
PNC FINL SVCS GROUP INC
2.14%
Shares2.3K
Event2026-03-31
Filed2026-05-11
VOT
VANGUARD INDEX FDS
-9.81%
Shares1.7K
Event2026-03-31
Filed2026-05-11
EQIX
EQUINIX INC
0.70%
Shares429
Event2026-03-31
Filed2026-05-11
TLT
ISHARES TR
-17.40%
Shares4.8K
Event2026-03-31
Filed2026-05-11
ADP
AUTOMATIC DATA PROCESSING IN
-5.59%
Shares2.0K
Event2026-03-31
Filed2026-05-11
WM
WASTE MGMT INC DEL
0.97%
Shares1.8K
Event2026-03-31
Filed2026-05-11
MELI
MERCADOLIBRE INC
0.00%
Shares232
Event2026-03-31
Filed2026-05-11
MU
MICRON TECHNOLOGY INC
New
Shares1.2K
Event2026-03-31
Filed2026-05-11
NVS
NOVARTIS AG
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-11
BAC
BANK AMERICA CORP
3.22%
Shares7.8K
Event2026-03-31
Filed2026-05-11
WMB
WILLIAMS COS INC
1.54%
Shares5.1K
Event2026-03-31
Filed2026-05-11
ICLN
ISHARES TR
-1.46%
Shares20.1K
Event2026-03-31
Filed2026-05-11
CGDV
CAPITAL GROUP DIVIDEND VALUE
New
Shares8.4K
Event2026-03-31
Filed2026-05-11
SPYM
SPDR SERIES TRUST
18.49%
Shares4.5K
Event2026-03-31
Filed2026-05-11
CCJ
CAMECO CORP
New
Shares3.1K
Event2026-03-31
Filed2026-05-11
COP
CONOCOPHILLIPS
-2.09%
Shares2.6K
Event2026-03-31
Filed2026-05-11
ABBV
ABBVIE INC
10.88%
Shares1.5K
Event2026-03-31
Filed2026-05-11
AZO
AUTOZONE INC
0.00%
Shares95
Event2026-03-31
Filed2026-05-11
PROFESIONALLY MANAGED PORTFO
PROFESIONALLY MANAGED PORTFO
New
Shares5.9K
Event2026-03-31
Filed2026-05-11
EXE
EXPAND ENERGY CORPORATION
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-11
UPS
UNITED PARCEL SVCS INC
New
Shares3.2K
Event2026-03-31
Filed2026-05-11
VWO
VANGUARD INTL EQUITY INDEX F
New
Shares5.6K
Event2026-03-31
Filed2026-05-11
FTC
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-11
GILD
GILEAD SCIENCES INC
2.77%
Shares2.1K
Event2026-03-31
Filed2026-05-11
MMC
MARSH & MCLENNAN COS INC
2.29%
Shares1.7K
Event2026-03-31
Filed2026-05-11
AVLV
AMERICAN CENTY ETF TR
New
Shares3.6K
Event2026-03-31
Filed2026-05-11
XLP
SELECT SECTOR SPDR TR
0.00%
Shares3.6K
Event2026-03-31
Filed2026-05-11
CITIGROUP INC
CITIGROUP INC
1.43%
Shares2.6K
Event2026-03-31
Filed2026-05-11
ZTS
ZOETIS INC
1.57%
Shares2.3K
Event2026-03-31
Filed2026-05-11
OKE
ONEOK INC NEW
-4.44%
Shares3.0K
Event2026-03-31
Filed2026-05-11
SNDA
SONIDA SENIOR LIVING INC
New
Shares8.5K
Event2026-03-31
Filed2026-05-11
AOA
ISHARES TR
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-11
ICE
INTERCONTINENTAL EXCHANGE IN
30.69%
Shares1.7K
Event2026-03-31
Filed2026-05-11
MUB
ISHARES TR
New
Shares2.4K
Event2026-03-31
Filed2026-05-11
NKE
NIKE INC
8.80%
Shares4.8K
Event2026-03-31
Filed2026-05-11
MDLZ
MONDELEZ INTL INC
-13.94%
Shares4.4K
Event2026-03-31
Filed2026-05-11
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-5.41%
Shares1.3K
Event2026-03-31
Filed2026-05-11
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.04%
Shares5.4K
Event2026-03-31
Filed2026-05-11
VGT
VANGUARD WORLD FD
0.00%
Shares346
Event2026-03-31
Filed2026-05-11
EFAV
ISHARES TR
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-11
NEE
NEXTERA ENERGY INC
-15.43%
Shares2.5K
Event2026-03-31
Filed2026-05-11
FANG
DIAMONDBACK ENERGY INC
New
Shares1.2K
Event2026-03-31
Filed2026-05-11
PSX
PHILLIPS 66
New
Shares1.3K
Event2026-03-31
Filed2026-05-11
IBRX
IMMUNITYBIO INC
New
Shares30.0K
Event2026-03-31
Filed2026-05-11
SLV
ISHARES SILVER TR
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-11
VZ
VERIZON COMMUNICATIONS INC
-26.27%
Shares4.4K
Event2026-03-31
Filed2026-05-11
VBR
VANGUARD INDEX FDS
0.00%
Shares995
Event2026-03-31
Filed2026-05-11
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
New
Shares629
Event2026-03-31
Filed2026-05-11
PRK
PARK NATL CORP
New
Shares1.3K
Event2026-03-31
Filed2026-05-11
CEG
CONSTELLATION ENERGY CORP
4.37%
Shares764
Event2026-03-31
Filed2026-05-11
ADBE
ADOBE INC
-52.98%
Shares875
Event2026-03-31
Filed2026-05-11
IBIT
ISHARES BITCOIN TRUST ETF
-8.68%
Shares5.5K
Event2026-03-31
Filed2026-05-11
CENCORA INC
CENCORA INC
5.64%
Shares674
Event2026-03-31
Filed2026-05-11
NOC
NORTHROP GRUMMAN CORP
New
Shares296
Event2026-03-31
Filed2026-05-11
DE
DEERE & CO
New
Shares358
Event2026-03-31
Filed2026-05-11
STWD
STARWOOD PPTY TR INC
-19.35%
Shares11.3K
Event2026-03-31
Filed2026-05-11
KRP
KIMBELL RTY PARTNERS LP
-31.75%
Shares12.9K
Event2026-03-31
Filed2026-05-11
FPE
FIRST TR EXCH TRADED FD III
1.40%
Shares10.5K
Event2026-03-31
Filed2026-05-11
EXG
EATON VANCE TAX-MANAGED GLOB
0.00%
Shares17.9K
Event2026-03-31
Filed2026-05-11
RSVR
RESERVOIR MEDIA INC
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-11
PTON
PELOTON INTERACTIVE INC
New
Shares12.0K
Event2026-03-31
Filed2026-05-11
RNTX
REIN THERAPEUTICS INC
0.00%
Shares28.5K
Event2026-03-31
Filed2026-05-11

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available