Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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Sponsored
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PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO5.9K sharesnew addition2026-03-312026-05-11
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
IVV
3.66%ISHARES TR
Shares122.2K
Event2026-03-31
Filed2026-05-11
XOM
2.65%EXXON MOBIL CORP
Shares322.2K
Event2026-03-31
Filed2026-05-11
ISHARES GOLD TR
2.51%ISHARES GOLD TR
Shares585.0K
Event2026-03-31
Filed2026-05-11
AAPL
-1.65%APPLE INC
Shares93.5K
Event2026-03-31
Filed2026-05-11
VO
27.53%VANGUARD INDEX FDS
Shares78.6K
Event2026-03-31
Filed2026-05-11
USMV
19.80%ISHARES TR
Shares236.8K
Event2026-03-31
Filed2026-05-11
MSFT
3.78%MICROSOFT CORP
Shares57.1K
Event2026-03-31
Filed2026-05-11
SPY
0.91%STATE STR SPDR S&P 500 ETF T
Shares31.4K
Event2026-03-31
Filed2026-05-11
VANGUARD INDEX FDS
-10.64%VANGUARD INDEX FDS
Shares26.8K
Event2026-03-31
Filed2026-05-11
JPM
-5.55%JPMORGAN CHASE & CO
Shares52.1K
Event2026-03-31
Filed2026-05-11
ALPHABET INC
-1.17%ALPHABET INC
Shares52.2K
Event2026-03-31
Filed2026-05-11
OEF
0.11%ISHARES TR
Shares46.6K
Event2026-03-31
Filed2026-05-11
NVDA
4.74%NVIDIA CORPORATION
Shares84.4K
Event2026-03-31
Filed2026-05-11
VEA
17.00%VANGUARD TAX-MANAGED FDS
Shares217.7K
Event2026-03-31
Filed2026-05-11
AVDE
24.73%AMERICAN CENTY ETF TR
Shares162.8K
Event2026-03-31
Filed2026-05-11
VIG
-2.05%VANGUARD SPECIALIZED FUNDS
Shares61.5K
Event2026-03-31
Filed2026-05-11
AESI
-3.73%ATLAS ENERGY SOLUTIONS INC
Shares954.0K
Event2026-03-31
Filed2026-05-11
AMZN
12.59%AMAZON COM INC
Shares55.4K
Event2026-03-31
Filed2026-05-11
PTLC
0.23%PACER FDS TR
Shares203.9K
Event2026-03-31
Filed2026-05-11
COST
-3.55%COSTCO WHOLESALE CORPORATION
Shares10.4K
Event2026-03-31
Filed2026-05-11
EATON CORP PLC
-3.40%EATON CORP PLC
Shares25.1K
Event2026-03-31
Filed2026-05-11
SDY
16.43%SPDR SERIES TRUST
Shares58.2K
Event2026-03-31
Filed2026-05-11
IWF
21.80%ISHARES TR
Shares19.0K
Event2026-03-31
Filed2026-05-11
WMT
-3.81%WALMART INC
Shares63.0K
Event2026-03-31
Filed2026-05-11
MDY
1.30%STATE STR SPDR S&P MIDCAP 40
Shares11.9K
Event2026-03-31
Filed2026-05-11
TCBX
910.44%THIRD COAST BANCSHARES INC
Shares190.8K
Event2026-03-31
Filed2026-05-11
BROADCOM INC
10.31%BROADCOM INC
Shares20.7K
Event2026-03-31
Filed2026-05-11
BERKSHIRE HATHAWAY INC DEL
-1.53%BERKSHIRE HATHAWAY INC DEL
Shares13.2K
Event2026-03-31
Filed2026-05-11
V
-19.94%VISA INC
Shares20.9K
Event2026-03-31
Filed2026-05-11
MPC
-1.44%MARATHON PETE CORP
Shares24.4K
Event2026-03-31
Filed2026-05-11
SPGI
16.59%S&P GLOBAL INC
Shares13.7K
Event2026-03-31
Filed2026-05-11
HD
6.28%HOME DEPOT INC
Shares17.6K
Event2026-03-31
Filed2026-05-11
ORLY
-7.22%OREILLY AUTOMOTIVE INC
Shares62.1K
Event2026-03-31
Filed2026-05-11
LLY
-2.27%ELI LILLY & CO
Shares6.2K
Event2026-03-31
Filed2026-05-11
MCK
-11.15%MCKESSON CORP
Shares6.4K
Event2026-03-31
Filed2026-05-11
AMD
-9.63%ADVANCED MICRO DEVICES INC
Shares26.5K
Event2026-03-31
Filed2026-05-11
ALL
-5.85%ALLSTATE CORP
Shares25.3K
Event2026-03-31
Filed2026-05-11
ALPHABET INC
-0.92%ALPHABET INC
Shares17.8K
Event2026-03-31
Filed2026-05-11
META
-8.33%META PLATFORMS INC
Shares8.9K
Event2026-03-31
Filed2026-05-11
IVW
0.29%ISHARES TR
Shares41.9K
Event2026-03-31
Filed2026-05-11
DIVO
16.46%AMPLIFY ETF TR
Shares105.4K
Event2026-03-31
Filed2026-05-11
XLK
-11.62%SELECT SECTOR SPDR TR
Shares34.6K
Event2026-03-31
Filed2026-05-11
HON
201.72%HONEYWELL INTL INC
Shares19.8K
Event2026-03-31
Filed2026-05-11
IQV
32.06%IQVIA HLDGS INC
Shares24.1K
Event2026-03-31
Filed2026-05-11
TT
-9.17%TRANE TECHNOLOGIES PLC
Shares8.7K
Event2026-03-31
Filed2026-05-11
KO
14.29%COCA COLA CO
Shares47.2K
Event2026-03-31
Filed2026-05-11
MS
-12.88%MORGAN STANLEY
Shares21.7K
Event2026-03-31
Filed2026-05-11
NFLX
NewNETFLIX INC.
Shares35.5K
Event2026-03-31
Filed2026-05-11
APD
25.92%AIR PRODUCTS AND CHEMICALS I
Shares11.3K
Event2026-03-31
Filed2026-05-11
PANW
74.63%PALO ALTO NETWORKS INC
Shares20.5K
Event2026-03-31
Filed2026-05-11
IBM
7.35%INTERNATIONAL BUSINESS MACHS
Shares13.3K
Event2026-03-31
Filed2026-05-11
NXPI
-26.30%NXP SEMICONDUCTORS N V
Shares16.0K
Event2026-03-31
Filed2026-05-11
MERCK & CO INC
-52.54%MERCK & CO INC
Shares25.7K
Event2026-03-31
Filed2026-05-11
CSCO
242.07%CISCO SYS INC
Shares39.4K
Event2026-03-31
Filed2026-05-11
SBUX
-3.31%STARBUCKS CORP
Shares33.5K
Event2026-03-31
Filed2026-05-11
AMGN
1.60%AMGEN INC
Shares8.4K
Event2026-03-31
Filed2026-05-11
IJH
71.88%ISHARES TR
Shares42.5K
Event2026-03-31
Filed2026-05-11
UNP
-54.41%UNION PAC CORP
Shares11.5K
Event2026-03-31
Filed2026-05-11
JNJ
0.07%JOHNSON & JOHNSON
Shares11.0K
Event2026-03-31
Filed2026-05-11
AMAT
505.50%APPLIED MATLS INC
Shares7.8K
Event2026-03-31
Filed2026-05-11
IRM
25.03%IRON MTN INC DEL
Shares25.4K
Event2026-03-31
Filed2026-05-11
GLD
0.75%SPDR GOLD TR
Shares5.6K
Event2026-03-31
Filed2026-05-11
UBER
NewUBER TECHNOLOGIES INC
Shares33.7K
Event2026-03-31
Filed2026-05-11
INVESCO EXCHANGE TRADED FD T
0.00%INVESCO EXCHANGE TRADED FD T
Shares12.5K
Event2026-03-31
Filed2026-05-11
MEDTRONIC PLC
NewMEDTRONIC PLC
Shares27.2K
Event2026-03-31
Filed2026-05-11
INVESCO QQQ TR
7.97%INVESCO QQQ TR
Shares3.9K
Event2026-03-31
Filed2026-05-11
SNOW
129.47%SNOWFLAKE INC
Shares14.7K
Event2026-03-31
Filed2026-05-11
DOV
NewDOVER CORP
Shares10.1K
Event2026-03-31
Filed2026-05-11
CVX
9.88%CHEVRON CORPORATION
Shares9.2K
Event2026-03-31
Filed2026-05-11
VTI
8.60%VANGUARD INDEX FDS
Shares5.4K
Event2026-03-31
Filed2026-05-11
VTWO
0.00%VANGUARD SCOTTSDALE FDS
Shares16.6K
Event2026-03-31
Filed2026-05-11
LOW
0.27%LOWES COS INC
Shares6.8K
Event2026-03-31
Filed2026-05-11
ADI
0.48%ANALOG DEVICES INC
Shares4.8K
Event2026-03-31
Filed2026-05-11
EPD
0.00%ENTERPRISE PRODS PARTNERS L
Shares40.4K
Event2026-03-31
Filed2026-05-11
CSQ
-12.28%CALAMOS STRATEGIC TOTAL RETU
Shares85.7K
Event2026-03-31
Filed2026-05-11
IYW
0.00%ISHARES TR
Shares8.1K
Event2026-03-31
Filed2026-05-11
MA
1.87%MASTERCARD INCORPORATED
Shares2.8K
Event2026-03-31
Filed2026-05-11
RJF
0.10%RAYMOND JAMES FINL INC
Shares9.6K
Event2026-03-31
Filed2026-05-11
UNH
-55.26%UNITEDHEALTH GROUP INC
Shares5.1K
Event2026-03-31
Filed2026-05-11
VHT
0.02%VANGUARD WORLD FD
Shares5.0K
Event2026-03-31
Filed2026-05-11
INFL
0.00%LISTED FDS TR
Shares25.9K
Event2026-03-31
Filed2026-05-11
ET
-0.09%ENERGY TRANSFER L P
Shares68.4K
Event2026-03-31
Filed2026-05-11
MCD
-1.84%MCDONALDS CORP
Shares4.2K
Event2026-03-31
Filed2026-05-11
PFE
1.57%PFIZER INC
Shares44.6K
Event2026-03-31
Filed2026-05-11
PEP
1.38%PEPSICO INC
Shares8.0K
Event2026-03-31
Filed2026-05-11
LMT
-6.84%LOCKHEED MARTIN CORP
Shares1.9K
Event2026-03-31
Filed2026-05-11
IWM
-3.67%ISHARES TR
Shares4.7K
Event2026-03-31
Filed2026-05-11
SPMD
NewSPDR SERIES TRUST
Shares19.3K
Event2026-03-31
Filed2026-05-11
IWB
0.16%ISHARES TR
Shares3.2K
Event2026-03-31
Filed2026-05-11
PTMC
0.00%PACER FDS TR
Shares31.0K
Event2026-03-31
Filed2026-05-11
GDX
0.00%VANECK ETF TRUST
Shares12.0K
Event2026-03-31
Filed2026-05-11
ROL
NewROLLINS INC
Shares20.3K
Event2026-03-31
Filed2026-05-11
TSM
0.00%TAIWAN SEMICONDUCTOR MANUFAC
Shares3.2K
Event2026-03-31
Filed2026-05-11
RTX
-1.19%RTX CORPORATION
Shares5.3K
Event2026-03-31
Filed2026-05-11
CB
-2.07%CHUBB LTD SWITZ
Shares3.1K
Event2026-03-31
Filed2026-05-11
CRM
-73.99%SALESFORCE INC
Shares5.3K
Event2026-03-31
Filed2026-05-11
T
-2.72%AT&T INC
Shares32.9K
Event2026-03-31
Filed2026-05-11
BLACKROCK INC
-4.91%BLACKROCK INC
Shares987
Event2026-03-31
Filed2026-05-11
TJX
0.35%TJX COS INC NEW
Shares5.7K
Event2026-03-31
Filed2026-05-11
VUG
0.00%VANGUARD INDEX FDS
Shares2.0K
Event2026-03-31
Filed2026-05-11
GS
-0.58%GOLDMAN SACHS GROUP INC
Shares1.0K
Event2026-03-31
Filed2026-05-11
PHYS
0.00%SPROTT ASSET MANAGEMENT LP
Shares23.5K
Event2026-03-31
Filed2026-05-11
VV
0.00%VANGUARD INDEX FDS
Shares2.8K
Event2026-03-31
Filed2026-05-11
O
-1.65%REALTY INCOME CORP
Shares13.1K
Event2026-03-31
Filed2026-05-11
BLACKSTONE INC
-6.06%BLACKSTONE INC
Shares6.8K
Event2026-03-31
Filed2026-05-11
ABT
3.77%ABBOTT LABORATORIES
Shares7.6K
Event2026-03-31
Filed2026-05-11
PG
6.33%PROCTER & GAMBLE CO
Shares5.4K
Event2026-03-31
Filed2026-05-11
XLI
0.00%SELECT SECTOR SPDR TR
Shares4.8K
Event2026-03-31
Filed2026-05-11
KLAC
-0.38%KLA CORP
Shares525
Event2026-03-31
Filed2026-05-11
CAT
1.31%CATERPILLAR INC
Shares1.1K
Event2026-03-31
Filed2026-05-11
SGDM
0.00%SPROTT ETF TRUST
Shares10.0K
Event2026-03-31
Filed2026-05-11
HEFA
13.86%ISHARES TR
Shares17.2K
Event2026-03-31
Filed2026-05-11
IJR
0.07%ISHARES TR
Shares5.9K
Event2026-03-31
Filed2026-05-11
MSI
-6.32%MOTOROLA SOLUTIONS INC
Shares1.7K
Event2026-03-31
Filed2026-05-11
EMLP
NewFIRST TR EXCHANGE-TRADED FD
Shares16.2K
Event2026-03-31
Filed2026-05-11
INHIBRX BIOSCIENCES INC
0.00%INHIBRX BIOSCIENCES INC
Shares10.5K
Event2026-03-31
Filed2026-05-11
SCHD
0.00%SCHWAB STRATEGIC TR
Shares22.8K
Event2026-03-31
Filed2026-05-11
AXP
-1.79%AMERICAN EXPRESS CO
Shares2.3K
Event2026-03-31
Filed2026-05-11
QCOM
-0.99%QUALCOMM INC
Shares5.4K
Event2026-03-31
Filed2026-05-11
XOP
100.00%SPDR SERIES TRUST
Shares3.8K
Event2026-03-31
Filed2026-05-11
MMM
-83.57%3M CO
Shares4.6K
Event2026-03-31
Filed2026-05-11
TMO
-2.92%THERMO FISHER SCIENTIFIC INC
Shares1.3K
Event2026-03-31
Filed2026-05-11
XLV
-5.26%SELECT SECTOR SPDR TR
Shares4.3K
Event2026-03-31
Filed2026-05-11
XLF
0.00%SELECT SECTOR SPDR TR
Shares12.6K
Event2026-03-31
Filed2026-05-11
IUSG
0.00%ISHARES TR
Shares4.0K
Event2026-03-31
Filed2026-05-11
IWD
0.00%ISHARES TR
Shares2.9K
Event2026-03-31
Filed2026-05-11
TSLA
30.30%TESLA INC
Shares1.6K
Event2026-03-31
Filed2026-05-11
FBTC
0.00%FIDELITY WISE ORIGIN BITCOIN
Shares10.0K
Event2026-03-31
Filed2026-05-11
MGC
0.00%VANGUARD WORLD FD
Shares2.5K
Event2026-03-31
Filed2026-05-11
TXN
21.68%TEXAS INSTRS INC
Shares3.0K
Event2026-03-31
Filed2026-05-11
RSG
7.27%REPUBLIC SVCS INC
Shares2.6K
Event2026-03-31
Filed2026-05-11
DHR
0.75%DANAHER CORP DEL
Shares2.9K
Event2026-03-31
Filed2026-05-11
VTV
0.00%VANGUARD INDEX FDS
Shares2.8K
Event2026-03-31
Filed2026-05-11
XLY
-2.69%SELECT SECTOR SPDR TR
Shares5.1K
Event2026-03-31
Filed2026-05-11
ITW
1.45%ILLINOIS TOOL WKS INC
Shares2.1K
Event2026-03-31
Filed2026-05-11
CME
-7.25%CME GROUP INC
Shares1.8K
Event2026-03-31
Filed2026-05-11
PFFD
0.00%GLOBAL X FDS
Shares29.0K
Event2026-03-31
Filed2026-05-11
VIS
0.00%VANGUARD WORLD FD
Shares1.7K
Event2026-03-31
Filed2026-05-11
PPG
NewPPG INDS INC
Shares4.8K
Event2026-03-31
Filed2026-05-11
ORCL
14.93%ORACLE CORP
Shares3.4K
Event2026-03-31
Filed2026-05-11
PNC
2.14%PNC FINL SVCS GROUP INC
Shares2.3K
Event2026-03-31
Filed2026-05-11
VOT
-9.81%VANGUARD INDEX FDS
Shares1.7K
Event2026-03-31
Filed2026-05-11
EQIX
0.70%EQUINIX INC
Shares429
Event2026-03-31
Filed2026-05-11
TLT
-17.40%ISHARES TR
Shares4.8K
Event2026-03-31
Filed2026-05-11
ADP
-5.59%AUTOMATIC DATA PROCESSING IN
Shares2.0K
Event2026-03-31
Filed2026-05-11
WM
0.97%WASTE MGMT INC DEL
Shares1.8K
Event2026-03-31
Filed2026-05-11
MELI
0.00%MERCADOLIBRE INC
Shares232
Event2026-03-31
Filed2026-05-11
MU
NewMICRON TECHNOLOGY INC
Shares1.2K
Event2026-03-31
Filed2026-05-11
NVS
0.00%NOVARTIS AG
Shares2.6K
Event2026-03-31
Filed2026-05-11
BAC
3.22%BANK AMERICA CORP
Shares7.8K
Event2026-03-31
Filed2026-05-11
WMB
1.54%WILLIAMS COS INC
Shares5.1K
Event2026-03-31
Filed2026-05-11
ICLN
-1.46%ISHARES TR
Shares20.1K
Event2026-03-31
Filed2026-05-11
CGDV
NewCAPITAL GROUP DIVIDEND VALUE
Shares8.4K
Event2026-03-31
Filed2026-05-11
SPYM
18.49%SPDR SERIES TRUST
Shares4.5K
Event2026-03-31
Filed2026-05-11
CCJ
NewCAMECO CORP
Shares3.1K
Event2026-03-31
Filed2026-05-11
COP
-2.09%CONOCOPHILLIPS
Shares2.6K
Event2026-03-31
Filed2026-05-11
ABBV
10.88%ABBVIE INC
Shares1.5K
Event2026-03-31
Filed2026-05-11
AZO
0.00%AUTOZONE INC
Shares95
Event2026-03-31
Filed2026-05-11
PROFESIONALLY MANAGED PORTFO
NewPROFESIONALLY MANAGED PORTFO
Shares5.9K
Event2026-03-31
Filed2026-05-11
EXE
0.00%EXPAND ENERGY CORPORATION
Shares2.9K
Event2026-03-31
Filed2026-05-11
UPS
NewUNITED PARCEL SVCS INC
Shares3.2K
Event2026-03-31
Filed2026-05-11
VWO
NewVANGUARD INTL EQUITY INDEX F
Shares5.6K
Event2026-03-31
Filed2026-05-11
FTC
0.00%FIRST TR EXCHANGE-TRADED ALP
Shares2.0K
Event2026-03-31
Filed2026-05-11
GILD
2.77%GILEAD SCIENCES INC
Shares2.1K
Event2026-03-31
Filed2026-05-11
MMC
2.29%MARSH & MCLENNAN COS INC
Shares1.7K
Event2026-03-31
Filed2026-05-11
AVLV
NewAMERICAN CENTY ETF TR
Shares3.6K
Event2026-03-31
Filed2026-05-11
XLP
0.00%SELECT SECTOR SPDR TR
Shares3.6K
Event2026-03-31
Filed2026-05-11
CITIGROUP INC
1.43%CITIGROUP INC
Shares2.6K
Event2026-03-31
Filed2026-05-11
ZTS
1.57%ZOETIS INC
Shares2.3K
Event2026-03-31
Filed2026-05-11
OKE
-4.44%ONEOK INC NEW
Shares3.0K
Event2026-03-31
Filed2026-05-11
SNDA
NewSONIDA SENIOR LIVING INC
Shares8.5K
Event2026-03-31
Filed2026-05-11
AOA
0.00%ISHARES TR
Shares3.1K
Event2026-03-31
Filed2026-05-11
ICE
30.69%INTERCONTINENTAL EXCHANGE IN
Shares1.7K
Event2026-03-31
Filed2026-05-11
MUB
NewISHARES TR
Shares2.4K
Event2026-03-31
Filed2026-05-11
NKE
8.80%NIKE INC
Shares4.8K
Event2026-03-31
Filed2026-05-11
MDLZ
-13.94%MONDELEZ INTL INC
Shares4.4K
Event2026-03-31
Filed2026-05-11
ACCENTURE PLC IRELAND
-5.41%ACCENTURE PLC IRELAND
Shares1.3K
Event2026-03-31
Filed2026-05-11
INVESCO EXCHANGE TRADED FD T
0.04%INVESCO EXCHANGE TRADED FD T
Shares5.4K
Event2026-03-31
Filed2026-05-11
VGT
0.00%VANGUARD WORLD FD
Shares346
Event2026-03-31
Filed2026-05-11
EFAV
0.00%ISHARES TR
Shares2.6K
Event2026-03-31
Filed2026-05-11
NEE
-15.43%NEXTERA ENERGY INC
Shares2.5K
Event2026-03-31
Filed2026-05-11
FANG
NewDIAMONDBACK ENERGY INC
Shares1.2K
Event2026-03-31
Filed2026-05-11
PSX
NewPHILLIPS 66
Shares1.3K
Event2026-03-31
Filed2026-05-11
IBRX
NewIMMUNITYBIO INC
Shares30.0K
Event2026-03-31
Filed2026-05-11
SLV
0.00%ISHARES SILVER TR
Shares3.3K
Event2026-03-31
Filed2026-05-11
VZ
-26.27%VERIZON COMMUNICATIONS INC
Shares4.4K
Event2026-03-31
Filed2026-05-11
VBR
0.00%VANGUARD INDEX FDS
Shares995
Event2026-03-31
Filed2026-05-11
GENERAL DYNAMICS CORP
NewGENERAL DYNAMICS CORP
Shares629
Event2026-03-31
Filed2026-05-11
PRK
NewPARK NATL CORP
Shares1.3K
Event2026-03-31
Filed2026-05-11
CEG
4.37%CONSTELLATION ENERGY CORP
Shares764
Event2026-03-31
Filed2026-05-11
ADBE
-52.98%ADOBE INC
Shares875
Event2026-03-31
Filed2026-05-11
IBIT
-8.68%ISHARES BITCOIN TRUST ETF
Shares5.5K
Event2026-03-31
Filed2026-05-11
CENCORA INC
5.64%CENCORA INC
Shares674
Event2026-03-31
Filed2026-05-11
NOC
NewNORTHROP GRUMMAN CORP
Shares296
Event2026-03-31
Filed2026-05-11
DE
NewDEERE & CO
Shares358
Event2026-03-31
Filed2026-05-11
STWD
-19.35%STARWOOD PPTY TR INC
Shares11.3K
Event2026-03-31
Filed2026-05-11
KRP
-31.75%KIMBELL RTY PARTNERS LP
Shares12.9K
Event2026-03-31
Filed2026-05-11
FPE
1.40%FIRST TR EXCH TRADED FD III
Shares10.5K
Event2026-03-31
Filed2026-05-11
EXG
0.00%EATON VANCE TAX-MANAGED GLOB
Shares17.9K
Event2026-03-31
Filed2026-05-11
RSVR
0.00%RESERVOIR MEDIA INC
Shares10.0K
Event2026-03-31
Filed2026-05-11
PTON
NewPELOTON INTERACTIVE INC
Shares12.0K
Event2026-03-31
Filed2026-05-11
RNTX
0.00%REIN THERAPEUTICS INC
Shares28.5K
Event2026-03-31
Filed2026-05-11
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available