Sponsored
The Analysis of Merkkuri Wealth Advisors LLC's Holdings & P&L
Currently, Merkkuri Wealth Advisors LLC holds 399 types of securities in its portfolio with a total value $151.1M. In the most recent quarter, they have increased their positions in CORO (+49.6K shares, valued at $1.6M), ACWX (+21.7K shares, valued at $1.5M), SPYM (+15.8K shares, valued at $1.2M); decreased their positions in XLG (-37.8K shares, valued at $2.1M), INTC (-34.2K shares, valued at $1.5M), IEMG (-20.2K shares, valued at $1.4M); initiated new positions in CORO (+49.6K shares, valued at $1.6M), ACWX (+21.7K shares, valued at $1.5M), GOVT (+37.0K shares, valued at $847.0K).
1M P&L
+4.6M+3.06%
3M P&L
-2.8M-1.76%
HY P&L
+3.3M+2.20%
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/A136.8M
95.7%
2Internet Retail1.4M
0.9%
3Oil & Gas Integrated828.0K
0.6%
Top Industries by Stock Count
1N/A259 stocks
69.1%
2Asset Management8 stocks
2.1%
3Semiconductors6 stocks
1.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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SPYM
7.68%SPDR SERIES TRUST
Shares221.7K
Event2026-03-31
Filed2026-04-21
FBND
-2.13%FIDELITY MERRIMACK STR TR
Shares169.8K
Event2026-03-31
Filed2026-04-21
SCHD
-0.06%SCHWAB STRATEGIC TR
Shares197.0K
Event2026-03-31
Filed2026-04-21
IUSG
1.74%ISHARES TR
Shares38.3K
Event2026-03-31
Filed2026-04-21
IJH
0.24%ISHARES TR
Shares78.0K
Event2026-03-31
Filed2026-04-21
AGG
-2.70%ISHARES TR
Shares52.0K
Event2026-03-31
Filed2026-04-21
JEPI
0.52%J P MORGAN EXCHANGE TRADED F
Shares89.9K
Event2026-03-31
Filed2026-04-21
IEFA
0.03%ISHARES TR
Shares50.3K
Event2026-03-31
Filed2026-04-21
RDVY
0.87%FIRST TR EXCHANGE TRADED FD
Shares60.2K
Event2026-03-31
Filed2026-04-21
INVESCO QQQ TR
-6.14%INVESCO QQQ TR
Shares6.8K
Event2026-03-31
Filed2026-04-21
JSI
-2.56%JANUS DETROIT STR TR
Shares75.6K
Event2026-03-31
Filed2026-04-21
FTHI
-1.17%FIRST TR EXCHANGE TRADED FD
Shares149.5K
Event2026-03-31
Filed2026-04-21
SPY
-4.81%STATE STR SPDR S&P 500 ETF T
Shares4.6K
Event2026-03-31
Filed2026-04-21
XLE
0.04%SELECT SECTOR SPDR TR
Shares48.4K
Event2026-03-31
Filed2026-04-21
IVE
-4.64%ISHARES TR
Shares12.7K
Event2026-03-31
Filed2026-04-21
PYLD
-2.01%PIMCO ETF TR
Shares98.8K
Event2026-03-31
Filed2026-04-21
IVW
7.07%ISHARES TR
Shares21.8K
Event2026-03-31
Filed2026-04-21
DYNF
-16.60%BLACKROCK ETF TRUST
Shares42.2K
Event2026-03-31
Filed2026-04-21
BAI
3.48%BLACKROCK ETF TRUST
Shares69.5K
Event2026-03-31
Filed2026-04-21
INVESCO EXCHANGE TRADED FD T
0.46%INVESCO EXCHANGE TRADED FD T
Shares11.9K
Event2026-03-31
Filed2026-04-21
IYJ
2.42%ISHARES TR
Shares14.4K
Event2026-03-31
Filed2026-04-21
ILDR
2.94%FIRST TR EXCHNG TRADED FD VI
Shares68.8K
Event2026-03-31
Filed2026-04-21
IAGG
-0.87%ISHARES TR
Shares39.9K
Event2026-03-31
Filed2026-04-21
MCH
1.28%MATTHEWS ASIA FDS
Shares71.3K
Event2026-03-31
Filed2026-04-21
NFTY
2.60%FIRST TR EXCH TRD ALPHDX FD
Shares35.4K
Event2026-03-31
Filed2026-04-21
GLDM
-25.94%WORLD GOLD TR
Shares17.8K
Event2026-03-31
Filed2026-04-21
CIBR
4.14%FIRST TR EXCHANGE-TRADED FD
Shares26.2K
Event2026-03-31
Filed2026-04-21
SCHZ
4.09%SCHWAB STRATEGIC TR
Shares69.1K
Event2026-03-31
Filed2026-04-21
CORO
NewBLACKROCK ETF TRUST
Shares49.6K
Event2026-03-31
Filed2026-04-21
IUSB
0.03%ISHARES TR
Shares32.7K
Event2026-03-31
Filed2026-04-21
XTEN
6.61%BONDBLOXX ETF TRUST
Shares32.5K
Event2026-03-31
Filed2026-04-21
ACWX
NewISHARES TR
Shares21.7K
Event2026-03-31
Filed2026-04-21
FPEI
-1.56%FIRST TR EXCH TRADED FD III
Shares76.8K
Event2026-03-31
Filed2026-04-21
AMZN
0.40%AMAZON COM INC
Shares6.5K
Event2026-03-31
Filed2026-04-21
EFV
-40.52%ISHARES TR
Shares17.0K
Event2026-03-31
Filed2026-04-21
QUAL
2.63%ISHARES TR
Shares6.4K
Event2026-03-31
Filed2026-04-21
IYH
1.93%ISHARES TR
Shares18.3K
Event2026-03-31
Filed2026-04-21
AVEM
15.03%AMERICAN CENTY ETF TR
Shares14.0K
Event2026-03-31
Filed2026-04-21
THRO
6.14%BLACKROCK ETF TRUST
Shares30.2K
Event2026-03-31
Filed2026-04-21
SPMO
4.02%INVESCO EXCH TRADED FD TR II
Shares9.6K
Event2026-03-31
Filed2026-04-21
IVV
-1.85%ISHARES TR
Shares1.6K
Event2026-03-31
Filed2026-04-21
VGT
0.14%VANGUARD WORLD FD
Shares1.4K
Event2026-03-31
Filed2026-04-21
MBB
1.22%ISHARES TR
Shares9.9K
Event2026-03-31
Filed2026-04-21
AVUV
0.28%AMERICAN CENTY ETF TR
Shares8.0K
Event2026-03-31
Filed2026-04-21
GOVT
NewISHARES TR
Shares37.0K
Event2026-03-31
Filed2026-04-21
IWY
0.06%ISHARES TR
Shares3.4K
Event2026-03-31
Filed2026-04-21
BLCR
NewBLACKROCK ETF TRUST
Shares20.2K
Event2026-03-31
Filed2026-04-21
XOM
0.10%EXXON MOBIL CORP
Shares4.9K
Event2026-03-31
Filed2026-04-21
SHLD
52.10%GLOBAL X FDS
Shares11.4K
Event2026-03-31
Filed2026-04-21
AAPL
0.04%APPLE INC
Shares2.8K
Event2026-03-31
Filed2026-04-21
ALPHABET INC
-0.10%ALPHABET INC
Shares2.0K
Event2026-03-31
Filed2026-04-21
DGRO
-0.27%ISHARES TR
Shares8.1K
Event2026-03-31
Filed2026-04-21
MSFT
4.95%MICROSOFT CORP
Shares1.5K
Event2026-03-31
Filed2026-04-21
MOAT
0.00%VANECK ETF TRUST
Shares5.6K
Event2026-03-31
Filed2026-04-21
FDL
-0.77%FIRST TR EXCHANGE-TRADED FD
Shares10.3K
Event2026-03-31
Filed2026-04-21
HEFA
0.00%ISHARES TR
Shares12.2K
Event2026-03-31
Filed2026-04-21
BINC
-22.86%BLACKROCK ETF TRUST II
Shares9.7K
Event2026-03-31
Filed2026-04-21
VANGUARD INDEX FDS
1.16%VANGUARD INDEX FDS
Shares699
Event2026-03-31
Filed2026-04-21
VCIT
0.75%VANGUARD SCOTTSDALE FDS
Shares4.9K
Event2026-03-31
Filed2026-04-21
IBIT
0.62%ISHARES BITCOIN TRUST ETF
Shares10.5K
Event2026-03-31
Filed2026-04-21
ALPHABET INC
0.07%ALPHABET INC
Shares1.4K
Event2026-03-31
Filed2026-04-21
IJK
0.10%ISHARES TR
Shares4.0K
Event2026-03-31
Filed2026-04-21
MUB
14.28%ISHARES TR
Shares3.7K
Event2026-03-31
Filed2026-04-21
INVESCO EXCH TRADED FD TR II
0.54%INVESCO EXCH TRADED FD TR II
Shares5.4K
Event2026-03-31
Filed2026-04-21
GLD
-0.22%SPDR GOLD TR
Shares906
Event2026-03-31
Filed2026-04-21
VONG
0.14%VANGUARD SCOTTSDALE FDS
Shares3.0K
Event2026-03-31
Filed2026-04-21
ESGU
-1.65%ISHARES TR
Shares2.3K
Event2026-03-31
Filed2026-04-21
FTSM
0.53%FIRST TR EXCHANGE-TRADED FD
Shares5.1K
Event2026-03-31
Filed2026-04-21
XLK
0.09%SELECT SECTOR SPDR TR
Shares2.2K
Event2026-03-31
Filed2026-04-21
LMBS
0.66%FIRST TR EXCHANGE-TRADED FD
Shares5.8K
Event2026-03-31
Filed2026-04-21
ARCC
-69.57%ARES CAPITAL CORP
Shares15.1K
Event2026-03-31
Filed2026-04-21
PDI
0.00%PIMCO DYNAMIC INCOME FD
Shares15.8K
Event2026-03-31
Filed2026-04-21
NVDA
0.39%NVIDIA CORPORATION
Shares1.5K
Event2026-03-31
Filed2026-04-21
COST
0.78%COSTCO WHOLESALE CORPORATION
Shares260
Event2026-03-31
Filed2026-04-21
PAVE
0.46%GLOBAL X FDS
Shares5.0K
Event2026-03-31
Filed2026-04-21
HYLS
1.58%FIRST TR EXCHANGE-TRADED FD
Shares6.1K
Event2026-03-31
Filed2026-04-21
SMH
0.00%VANECK ETF TRUST
Shares592
Event2026-03-31
Filed2026-04-21
IWL
0.22%ISHARES TR
Shares1.4K
Event2026-03-31
Filed2026-04-21
IGV
0.00%ISHARES TR
Shares2.6K
Event2026-03-31
Filed2026-04-21
UCON
1.08%FIRST TR EXCHNG TRADED FD VI
Shares8.3K
Event2026-03-31
Filed2026-04-21
PPA
NewINVESCO EXCHANGE TRADED FD T
Shares1.2K
Event2026-03-31
Filed2026-04-21
EFA
NewISHARES TR
Shares1.9K
Event2026-03-31
Filed2026-04-21
SPUS
NewTIDAL TRUST I
Shares3.9K
Event2026-03-31
Filed2026-04-21
IEMG
-88.65%ISHARES INC
Shares2.6K
Event2026-03-31
Filed2026-04-21
SCHG
0.13%SCHWAB STRATEGIC TR
Shares6.2K
Event2026-03-31
Filed2026-04-21
FSIG
NewFIRST TR EXCHANGE-TRADED FD
Shares9.3K
Event2026-03-31
Filed2026-04-21
FELG
NewFIDELITY COVINGTON TRUST
Shares4.5K
Event2026-03-31
Filed2026-04-21
MGK
NewVANGUARD WORLD FD
Shares447
Event2026-03-31
Filed2026-04-21
FNCL
NewFIDELITY COVINGTON TRUST
Shares2.3K
Event2026-03-31
Filed2026-04-21
VUG
NewVANGUARD INDEX FDS
Shares350
Event2026-03-31
Filed2026-04-21
EFG
NewISHARES TR
Shares1.3K
Event2026-03-31
Filed2026-04-21
SJB
NewPROSHARES TR
Shares9.5K
Event2026-03-31
Filed2026-04-21
LLY
NewELI LILLY & CO
Shares155
Event2026-03-31
Filed2026-04-21
LMUB
NewISHARES TR
Shares2.8K
Event2026-03-31
Filed2026-04-21
V
NewVISA INC
Shares445
Event2026-03-31
Filed2026-04-21
LVHI
NewLEGG MASON ETF INVT
Shares3.3K
Event2026-03-31
Filed2026-04-21
PDBC
NewINVESCO ACTVELY MNGD ETC FD
Shares7.4K
Event2026-03-31
Filed2026-04-21
META
NewMETA PLATFORMS INC
Shares207
Event2026-03-31
Filed2026-04-21
IWF
NewISHARES TR
Shares250
Event2026-03-31
Filed2026-04-21
FTGC
NewFIRST TR EXCHANGE TRAD FD VI
Shares3.5K
Event2026-03-31
Filed2026-04-21
QQQM
NewINVESCO EXCH TRADED FD TR II
Shares415
Event2026-03-31
Filed2026-04-21
IGRO
NewISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-04-21
FPE
NewFIRST TR EXCH TRADED FD III
Shares5.2K
Event2026-03-31
Filed2026-04-21
JPM
NewJPMORGAN CHASE & CO
Shares310
Event2026-03-31
Filed2026-04-21
VIG
NewVANGUARD SPECIALIZED FUNDS
Shares411
Event2026-03-31
Filed2026-04-21
SPGP
NewINVESCO EXCHANGE TRADED FD T
Shares809
Event2026-03-31
Filed2026-04-21
FXN
NewFIRST TR EXCHANGE-TRADED FD
Shares3.9K
Event2026-03-31
Filed2026-04-21
MAR
NewMARRIOTT INTL INC NEW
Shares259
Event2026-03-31
Filed2026-04-21
FTSL
NewFIRST TR EXCHANGE-TRADED FD
Shares1.9K
Event2026-03-31
Filed2026-04-21
RCL
NewROYAL CARIBBEAN GROUP
Shares302
Event2026-03-31
Filed2026-04-21
ARKK
NewARK ETF TR
Shares1.1K
Event2026-03-31
Filed2026-04-21
USFR
NewWISDOMTREE TR
Shares1.4K
Event2026-03-31
Filed2026-04-21
SCHX
NewSCHWAB STRATEGIC TR
Shares2.7K
Event2026-03-31
Filed2026-04-21
DAL
NewDELTA AIR LINES INC
Shares1.0K
Event2026-03-31
Filed2026-04-21
IYW
NewISHARES TR
Shares353
Event2026-03-31
Filed2026-04-21
TSLA
NewTESLA INC
Shares171
Event2026-03-31
Filed2026-04-21
FXU
NewFIRST TR EXCHANGE-TRADED FD
Shares1.3K
Event2026-03-31
Filed2026-04-21
VTI
NewVANGUARD INDEX FDS
Shares193
Event2026-03-31
Filed2026-04-21
IGSB
NewISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-04-21
FBTC
NewFIDELITY WISE ORIGIN BITCOIN
Shares1.0K
Event2026-03-31
Filed2026-04-21
ITA
NewISHARES TR
Shares275
Event2026-03-31
Filed2026-04-21
QABA
NewFIRST TR EXCHANGE-TRADED FD
Shares1.0K
Event2026-03-31
Filed2026-04-21
LMT
NewLOCKHEED MARTIN CORP
Shares96
Event2026-03-31
Filed2026-04-21
WM
NewWASTE MGMT INC DEL
Shares248
Event2026-03-31
Filed2026-04-21
VCSH
NewVANGUARD SCOTTSDALE FDS
Shares707
Event2026-03-31
Filed2026-04-21
CAT
NewCATERPILLAR INC
Shares79
Event2026-03-31
Filed2026-04-21
IHI
NewISHARES TR
Shares992
Event2026-03-31
Filed2026-04-21
FCVT
NewFIRST TR EXCHANGE-TRADED FD
Shares1.2K
Event2026-03-31
Filed2026-04-21
KO
NewCOCA COLA CO
Shares653
Event2026-03-31
Filed2026-04-21
ISCG
NewISHARES TR
Shares899
Event2026-03-31
Filed2026-04-21
TGT
NewTARGET CORP
Shares392
Event2026-03-31
Filed2026-04-21
EEMV
NewISHARES INC
Shares723
Event2026-03-31
Filed2026-04-21
BERKSHIRE HATHAWAY INC DEL
NewBERKSHIRE HATHAWAY INC DEL
Shares96
Event2026-03-31
Filed2026-04-21
FPXI
NewFIRST TR EXCHANGE-TRADED FD
Shares743
Event2026-03-31
Filed2026-04-21
XME
NewSPDR SERIES TRUST
Shares409
Event2026-03-31
Filed2026-04-21
TMUS
NewT-MOBILE US INC
Shares210
Event2026-03-31
Filed2026-04-21
SCHY
NewSCHWAB STRATEGIC TR
Shares1.4K
Event2026-03-31
Filed2026-04-21
MCD
NewMCDONALDS CORP
Shares138
Event2026-03-31
Filed2026-04-21
HCA
NewHCA HEALTHCARE INC
Shares90
Event2026-03-31
Filed2026-04-21
XLV
NewSELECT SECTOR SPDR TR
Shares287
Event2026-03-31
Filed2026-04-21
USMV
NewISHARES TR
Shares451
Event2026-03-31
Filed2026-04-21
BUFR
NewFIRST TR EXCHNG TRADED FD VI
Shares1.2K
Event2026-03-31
Filed2026-04-21
NIO
NewNIO INC
Shares6.8K
Event2026-03-31
Filed2026-04-21
MA
NewMASTERCARD INCORPORATED
Shares81
Event2026-03-31
Filed2026-04-21
FEMB
NewFIRST TR EXCH TRADED FD III
Shares1.4K
Event2026-03-31
Filed2026-04-21
EWT
NewISHARES INC
Shares552
Event2026-03-31
Filed2026-04-21
GCOW
NewPACER FDS TR
Shares846
Event2026-03-31
Filed2026-04-21
ITOT
NewISHARES TR
Shares265
Event2026-03-31
Filed2026-04-21
SHY
NewISHARES TR
Shares456
Event2026-03-31
Filed2026-04-21
TLH
NewISHARES TR
Shares369
Event2026-03-31
Filed2026-04-21
IEF
NewISHARES TR
Shares382
Event2026-03-31
Filed2026-04-21
FIXD
NewFIRST TR EXCHNG TRADED FD VI
Shares804
Event2026-03-31
Filed2026-04-21
ACWV
NewISHARES INC
Shares293
Event2026-03-31
Filed2026-04-21
ABBV
NewABBVIE INC
Shares158
Event2026-03-31
Filed2026-04-21
SYSB
NewISHARES TR
Shares379
Event2026-03-31
Filed2026-04-21
GRID
NewFIRST TR EXCHANGE-TRADED FD
Shares206
Event2026-03-31
Filed2026-04-21
SPHQ
NewINVESCO EXCHANGE TRADED FD T
Shares445
Event2026-03-31
Filed2026-04-21
UNH
NewUNITEDHEALTH GROUP INC
Shares123
Event2026-03-31
Filed2026-04-21
NFLX
NewNETFLIX INC.
Shares319
Event2026-03-31
Filed2026-04-21
DIS
NewDISNEY WALT CO
Shares305
Event2026-03-31
Filed2026-04-21
WMT
NewWALMART INC
Shares233
Event2026-03-31
Filed2026-04-21
CB
NewCHUBB LTD SWITZ
Shares88
Event2026-03-31
Filed2026-04-21
UNP
NewUNION PAC CORP
Shares118
Event2026-03-31
Filed2026-04-21
HD
NewHOME DEPOT INC
Shares86
Event2026-03-31
Filed2026-04-21
CMG
NewCHIPOTLE MEXICAN GRILL INC
Shares875
Event2026-03-31
Filed2026-04-21
EEM
NewISHARES TR
Shares484
Event2026-03-31
Filed2026-04-21
ISHARES GOLD TR
NewISHARES GOLD TR
Shares296
Event2026-03-31
Filed2026-04-21
HDV
NewISHARES TR
Shares190
Event2026-03-31
Filed2026-04-21
IFRA
NewISHARES TR
Shares446
Event2026-03-31
Filed2026-04-21
SPTE
NewSP FUNDS TRUST
Shares719
Event2026-03-31
Filed2026-04-21
JNJ
NewJOHNSON & JOHNSON
Shares99
Event2026-03-31
Filed2026-04-21
LIT
NewGLOBAL X FDS
Shares315
Event2026-03-31
Filed2026-04-21
JAAA
NewJANUS DETROIT STR TR
Shares459
Event2026-03-31
Filed2026-04-21
ARKF
NewARK ETF TR
Shares603
Event2026-03-31
Filed2026-04-21
XLSR
NewSSGA ACTIVE TR
Shares397
Event2026-03-31
Filed2026-04-21
VTEB
NewVANGUARD MUN BD FDS
Shares438
Event2026-03-31
Filed2026-04-21
NOC
NewNORTHROP GRUMMAN CORP
Shares32
Event2026-03-31
Filed2026-04-21
SPDW
NewSPDR INDEX SHS FDS
Shares475
Event2026-03-31
Filed2026-04-21
TLT
NewISHARES TR
Shares249
Event2026-03-31
Filed2026-04-21
DGX
NewQUEST DIAGNOSTICS INC
Shares108
Event2026-03-31
Filed2026-04-21
ICVT
NewISHARES TR
Shares199
Event2026-03-31
Filed2026-04-21
PROFESIONALLY MANAGED PORTFO
NewPROFESIONALLY MANAGED PORTFO
Shares375
Event2026-03-31
Filed2026-04-21
ASML
NewASML HLDG NV
Shares15
Event2026-03-31
Filed2026-04-21
TBT
NewPROSHARES TR
Shares560
Event2026-03-31
Filed2026-04-21
ALB-PA
NewALBEMARLE CORP
Shares250
Event2026-03-31
Filed2026-04-21
IYE
NewISHARES TR
Shares274
Event2026-03-31
Filed2026-04-21
VBR
NewVANGUARD INDEX FDS
Shares79
Event2026-03-31
Filed2026-04-21
VNQ
NewVANGUARD INDEX FDS
Shares192
Event2026-03-31
Filed2026-04-21
EMQQ
NewEXCHANGE TRADED CONCEPTS TRU
Shares511
Event2026-03-31
Filed2026-04-21
CRWD
NewCROWDSTRIKE HLDGS INC
Shares43
Event2026-03-31
Filed2026-04-21
MPW
NewMEDICAL PROPERTIES TRUST INC
Shares3.6K
Event2026-03-31
Filed2026-04-21
MTUM
NewISHARES TR
Shares69
Event2026-03-31
Filed2026-04-21
BUFZ
NewFIRST TR EXCHNG TRADED FD VI
Shares617
Event2026-03-31
Filed2026-04-21
PCEF
NewINVESCO EXCH TRADED FD TR II
Shares844
Event2026-03-31
Filed2026-04-21
AXP
NewAMERICAN EXPRESS CO
Shares52
Event2026-03-31
Filed2026-04-21
OEF
NewISHARES TR
Shares49
Event2026-03-31
Filed2026-04-21
IGOV
NewISHARES TR
Shares373
Event2026-03-31
Filed2026-04-21
VDC
NewVANGUARD WORLD FD
Shares68
Event2026-03-31
Filed2026-04-21
COWZ
NewPACER FDS TR
Shares243
Event2026-03-31
Filed2026-04-21
SPEM
NewSPDR INDEX SHS FDS
Shares322
Event2026-03-31
Filed2026-04-21
HIMU
NewBLACKROCK ETF TRUST II
Shares311
Event2026-03-31
Filed2026-04-21
JEPQ
NewJ P MORGAN EXCHANGE TRADED F
Shares257
Event2026-03-31
Filed2026-04-21
BIV
NewVANGUARD BD INDEX FDS
Shares173
Event2026-03-31
Filed2026-04-21
VZ
NewVERIZON COMMUNICATIONS INC
Shares265
Event2026-03-31
Filed2026-04-21
IGLD
NewFIRST TR EXCHANGE-TRADED FD
Shares511
Event2026-03-31
Filed2026-04-21
BIL
NewSPDR SERIES TRUST
Shares142
Event2026-03-31
Filed2026-04-21
ARKG
NewARK ETF TR
Shares481
Event2026-03-31
Filed2026-04-21
IPO
NewRENAISSANCE CAP GREENWICH FD
Shares302
Event2026-03-31
Filed2026-04-21
BSV
NewVANGUARD BD INDEX FDS
Shares154
Event2026-03-31
Filed2026-04-21
JBBB
NewJANUS DETROIT STR TR
Shares257
Event2026-03-31
Filed2026-04-21
IJR
NewISHARES TR
Shares95
Event2026-03-31
Filed2026-04-21
VEU
NewVANGUARD INTL EQUITY INDEX F
Shares151
Event2026-03-31
Filed2026-04-21
PCAR
NewPACCAR INC
Shares98
Event2026-03-31
Filed2026-04-21
ACCENTURE PLC IRELAND
NewACCENTURE PLC IRELAND
Shares57
Event2026-03-31
Filed2026-04-21
SKYY
NewFIRST TR EXCHANGE-TRADED FD
Shares102
Event2026-03-31
Filed2026-04-21
LGOV
NewFIRST TR EXCHANGE-TRADED FD
Shares512
Event2026-03-31
Filed2026-04-21
ABT
NewABBOTT LABORATORIES
Shares107
Event2026-03-31
Filed2026-04-21
O
NewREALTY INCOME CORP
Shares179
Event2026-03-31
Filed2026-04-21
BAC
NewBANK AMERICA CORP
Shares222
Event2026-03-31
Filed2026-04-21
NEAR
NewISHARES U S ETF TR
Shares199
Event2026-03-31
Filed2026-04-21
FISR
NewSSGA ACTIVE TR
Shares367
Event2026-03-31
Filed2026-04-21
IWB
NewISHARES TR
Shares26
Event2026-03-31
Filed2026-04-21
CALF
NewPACER FDS TR
Shares206
Event2026-03-31
Filed2026-04-21
TXN
NewTEXAS INSTRS INC
Shares46
Event2026-03-31
Filed2026-04-21
FDEM
NewFIDELITY COVINGTON TRUST
Shares280
Event2026-03-31
Filed2026-04-21
REK
NewPROSHARES TR
Shares506
Event2026-03-31
Filed2026-04-21
VICI
NewVICI PPTYS INC
Shares305
Event2026-03-31
Filed2026-04-21
VYM
NewVANGUARD WHITEHALL FDS
Shares56
Event2026-03-31
Filed2026-04-21
XLG
-99.61%INVESCO EXCHANGE TRADED FD T
Shares149
Event2026-03-31
Filed2026-04-21
ALLY
NewALLY FINL INC
Shares203
Event2026-03-31
Filed2026-04-21
STIP
NewISHARES TR
Shares76
Event2026-03-31
Filed2026-04-21
FALN
NewISHARES TR
Shares295
Event2026-03-31
Filed2026-04-21
BOTZ
NewGLOBAL X FDS
Shares234
Event2026-03-31
Filed2026-04-21
SBUX
NewSTARBUCKS CORP
Shares86
Event2026-03-31
Filed2026-04-21
QYLD
NewGLOBAL X FDS
Shares440
Event2026-03-31
Filed2026-04-21
IWM
NewISHARES TR
Shares30
Event2026-03-31
Filed2026-04-21
IDU
NewISHARES TR
Shares64
Event2026-03-31
Filed2026-04-21
MO
NewALTRIA GROUP INC
Shares112
Event2026-03-31
Filed2026-04-21
XLU
NewSELECT SECTOR SPDR TR
Shares161
Event2026-03-31
Filed2026-04-21
MMM
New3M CO
Shares51
Event2026-03-31
Filed2026-04-21
TIP
NewISHARES TR
Shares66
Event2026-03-31
Filed2026-04-21
CRM
NewSALESFORCE INC
Shares39
Event2026-03-31
Filed2026-04-21
EMXC
NewISHARES INC
Shares91
Event2026-03-31
Filed2026-04-21
AMD
NewADVANCED MICRO DEVICES INC
Shares33
Event2026-03-31
Filed2026-04-21
CERY
NewSPDR SERIES TRUST
Shares191
Event2026-03-31
Filed2026-04-21
VGK
NewVANGUARD INTL EQUITY INDEX F
Shares81
Event2026-03-31
Filed2026-04-21
PFIX
NewSIMPLIFY EXCHANGE TRADED FUN
Shares144
Event2026-03-31
Filed2026-04-21
PG
NewPROCTER & GAMBLE CO
Shares45
Event2026-03-31
Filed2026-04-21
PANW
NewPALO ALTO NETWORKS INC
Shares41
Event2026-03-31
Filed2026-04-21
SPSM
NewSPDR SERIES TRUST
Shares135
Event2026-03-31
Filed2026-04-21
DOCT
NewFIRST TR EXCHNG TRADED FD VI
Shares147
Event2026-03-31
Filed2026-04-21
TFLO
NewISHARES TR
Shares126
Event2026-03-31
Filed2026-04-21
ARE
NewALEXANDRIA REAL ESTATE EQ IN
Shares137
Event2026-03-31
Filed2026-04-21
CROWN CASTLE INC
NewCROWN CASTLE INC
Shares77
Event2026-03-31
Filed2026-04-21
VENTURE GLOBAL INC
NewVENTURE GLOBAL INC
Shares390
Event2026-03-31
Filed2026-04-21
MERCK & CO INC
NewMERCK & CO INC
Shares49
Event2026-03-31
Filed2026-04-21
TAIL
NewCAMBRIA ETF TR
Shares499
Event2026-03-31
Filed2026-04-21
CRMD
NewCORMEDIX INC
Shares857
Event2026-03-31
Filed2026-04-21
OBDC
NewBLUE OWL CAPITAL CORPORATION
Shares515
Event2026-03-31
Filed2026-04-21
COMT
NewISHARES U S ETF TR
Shares166
Event2026-03-31
Filed2026-04-21
MKC
NewMCCORMICK & CO INC
Shares104
Event2026-03-31
Filed2026-04-21
INTC
-99.66%INTEL CORP
Shares117
Event2026-03-31
Filed2026-04-21
XLI
NewSELECT SECTOR SPDR TR
Shares31
Event2026-03-31
Filed2026-04-21
SPMD
NewSPDR SERIES TRUST
Shares84
Event2026-03-31
Filed2026-04-21
SCHO
NewSCHWAB STRATEGIC TR
Shares203
Event2026-03-31
Filed2026-04-21
CPT
NewCAMDEN PPTY TR
Shares50
Event2026-03-31
Filed2026-04-21
VO
NewVANGUARD INDEX FDS
Shares17
Event2026-03-31
Filed2026-04-21
PFF
NewISHARES TR
Shares158
Event2026-03-31
Filed2026-04-21
NYF
NewISHARES TR
Shares90
Event2026-03-31
Filed2026-04-21
UBER
NewUBER TECHNOLOGIES INC
Shares66
Event2026-03-31
Filed2026-04-21
BABA
NewALIBABA GROUP HLDG LTD
Shares37
Event2026-03-31
Filed2026-04-21
BN
NewBROOKFIELD CORP
Shares113
Event2026-03-31
Filed2026-04-21
PYPL
NewPAYPAL HLDGS INC
Shares101
Event2026-03-31
Filed2026-04-21
AIRR
NewFIRST TR EXCHANGE TRADED FD
Shares41
Event2026-03-31
Filed2026-04-21
MSDL
NewMORGAN STANLEY DIRECT LENDIN
Shares309
Event2026-03-31
Filed2026-04-21
BKNG
NewBOOKING HOLDINGS INC
Shares1
Event2026-03-31
Filed2026-04-21
SRVR
NewPACER FDS TR
Shares131
Event2026-03-31
Filed2026-04-21
TTD
NewTHE TRADE DESK INC
Shares180
Event2026-03-31
Filed2026-04-21
IDEF
NewBLACKROCK ETF TRUST
Shares124
Event2026-03-31
Filed2026-04-21
TM
NewTOYOTA MOTOR CORP
Shares20
Event2026-03-31
Filed2026-04-21
GWX
NewSPDR INDEX SHS FDS
Shares94
Event2026-03-31
Filed2026-04-21
EPD
NewENTERPRISE PRODS PARTNERS L
Shares103
Event2026-03-31
Filed2026-04-21
KXI
NewISHARES TR
Shares58
Event2026-03-31
Filed2026-04-21
CTVA
NewCORTEVA INC
Shares44
Event2026-03-31
Filed2026-04-21
BP
NewBP PLC
Shares78
Event2026-03-31
Filed2026-04-21
VXUS
NewVANGUARD STAR FDS
Shares46
Event2026-03-31
Filed2026-04-21
FBT
NewFIRST TR EXCHANGE-TRADED FD
Shares17
Event2026-03-31
Filed2026-04-21
DOW
NewDOW HLDGS INC
Shares80
Event2026-03-31
Filed2026-04-21
PFE
NewPFIZER INC
Shares115
Event2026-03-31
Filed2026-04-21
BDX
NewBECTON DICKINSON & CO
Shares20
Event2026-03-31
Filed2026-04-21
TSM
NewTAIWAN SEMICONDUCTOR MANUFAC
Shares9
Event2026-03-31
Filed2026-04-21
AMT
NewAMERICAN TOWER CORP
Shares17
Event2026-03-31
Filed2026-04-21
SPTL
NewSPDR SERIES TRUST
Shares108
Event2026-03-31
Filed2026-04-21
FVD
NewFIRST TR EXCHANGE-TRADED FD
Shares58
Event2026-03-31
Filed2026-04-21
FXG
NewFIRST TR EXCHANGE-TRADED FD
Shares41
Event2026-03-31
Filed2026-04-21
VB
NewVANGUARD INDEX FDS
Shares10
Event2026-03-31
Filed2026-04-21
SNOV
NewFIRST TR EXCHNG TRADED FD VI
Shares100
Event2026-03-31
Filed2026-04-21
SCHW
NewSCHWAB CHARLES CORP
Shares26
Event2026-03-31
Filed2026-04-21
BOND
NewPIMCO ETF TR
Shares27
Event2026-03-31
Filed2026-04-21
NNE
NewNANO NUCLEAR ENERGY INC
Shares120
Event2026-03-31
Filed2026-04-21
SPLB
NewSPDR SERIES TRUST
Shares109
Event2026-03-31
Filed2026-04-21
FIRST TR EXCHANGE-TRADED FD
NewFIRST TR EXCHANGE-TRADED FD
Shares69
Event2026-03-31
Filed2026-04-21
HSY
NewHERSHEY CO
Shares12
Event2026-03-31
Filed2026-04-21
FRA
NewBLACKROCK FLOATING RATE INCO
Shares213
Event2026-03-31
Filed2026-04-21
RICK
NewRCI HOSPITALITY HLDGS INC
Shares101
Event2026-03-31
Filed2026-04-21
EDOW
NewFIRST TR EXCHANGE-TRADED FD
Shares56
Event2026-03-31
Filed2026-04-21
STT
NewSTATE STR CORP
Shares18
Event2026-03-31
Filed2026-04-21
SPOT
NewSPOTIFY TECHNOLOGY S A
Shares5
Event2026-03-31
Filed2026-04-21
PECO
NewPHILLIPS EDISON & CO INC
Shares60
Event2026-03-31
Filed2026-04-21
EMHC
NewSPDR SERIES TRUST
Shares89
Event2026-03-31
Filed2026-04-21
QCOM
NewQUALCOMM INC
Shares17
Event2026-03-31
Filed2026-04-21
GIS
NewGENERAL MILLS INC
Shares58
Event2026-03-31
Filed2026-04-21
PFFA
NewETFIS SER TR I
Shares105
Event2026-03-31
Filed2026-04-21
DE
NewDEERE & CO
Shares4
Event2026-03-31
Filed2026-04-21
CLX
NewCLOROX CO DEL
Shares20
Event2026-03-31
Filed2026-04-21
FETH
NewFIDELITY ETHEREUM FD
Shares96
Event2026-03-31
Filed2026-04-21
DRAFTKINGS INC NEW
NewDRAFTKINGS INC NEW
Shares91
Event2026-03-31
Filed2026-04-21
SPDR SERIES TRUST
NewSPDR SERIES TRUST
Shares20
Event2026-03-31
Filed2026-04-21
HSIC
NewSCHEIN HENRY INC
Shares26
Event2026-03-31
Filed2026-04-21
SRLN
NewSSGA ACTIVE ETF TR
Shares47
Event2026-03-31
Filed2026-04-21
SLV
NewISHARES SILVER TR
Shares28
Event2026-03-31
Filed2026-04-21
VXX
NewBARCLAYS BANK PLC
Shares53
Event2026-03-31
Filed2026-04-21
KNG
NewFIRST TR EXCHANGE-TRADED FD
Shares37
Event2026-03-31
Filed2026-04-21
NTSK
NewNETSKOPE INC
Shares213
Event2026-03-31
Filed2026-04-21
SDVY
NewFIRST TR EXCHANGE TRADED FD
Shares45
Event2026-03-31
Filed2026-04-21
COWG
NewPACER FDS TR
Shares50
Event2026-03-31
Filed2026-04-21
PLTR
NewPALANTIR TECHNOLOGIES INC
Shares11
Event2026-03-31
Filed2026-04-21
HLNE
NewHAMILTON LANE INC
Shares17
Event2026-03-31
Filed2026-04-21
IJS
NewISHARES TR
Shares14
Event2026-03-31
Filed2026-04-21
BND
NewVANGUARD BD INDEX FDS
Shares22
Event2026-03-31
Filed2026-04-21
VLTO
NewVERALTO CORP
Shares18
Event2026-03-31
Filed2026-04-21
ELF
NewE L F BEAUTY INC
Shares26
Event2026-03-31
Filed2026-04-21
IWP
NewISHARES TR
Shares12
Event2026-03-31
Filed2026-04-21
VODAFONE GROUP PLC
NewVODAFONE GROUP PLC
Shares102
Event2026-03-31
Filed2026-04-21
QSPT
NewFIRST TR EXCHNG TRADED FD VI
Shares50
Event2026-03-31
Filed2026-04-21
VWO
NewVANGUARD INTL EQUITY INDEX F
Shares28
Event2026-03-31
Filed2026-04-21
CAVA
NewCAVA GROUP INC
Shares18
Event2026-03-31
Filed2026-04-21
VFH
NewVANGUARD WORLD FD
Shares12
Event2026-03-31
Filed2026-04-21
VEA
NewVANGUARD TAX-MANAGED FDS
Shares22
Event2026-03-31
Filed2026-04-21
FNOV
NewFIRST TR EXCHNG TRADED FD VI
Shares26
Event2026-03-31
Filed2026-04-21
SG
NewSWEETGREEN INC
Shares263
Event2026-03-31
Filed2026-04-21
HUN
NewHUNTSMAN CORP
Shares101
Event2026-03-31
Filed2026-04-21
RTX
NewRTX CORPORATION
Shares7
Event2026-03-31
Filed2026-04-21
IWO
NewISHARES TR
Shares4
Event2026-03-31
Filed2026-04-21
TIPX
NewSPDR SERIES TRUST
Shares62
Event2026-03-31
Filed2026-04-21
SOFI
NewSOFI TECHNOLOGIES INC
Shares75
Event2026-03-31
Filed2026-04-21
BNDX
NewVANGUARD CHARLOTTE FDS
Shares24
Event2026-03-31
Filed2026-04-21
WMB
NewWILLIAMS COS INC
Shares16
Event2026-03-31
Filed2026-04-21
EBND
NewSPDR SERIES TRUST
Shares53
Event2026-03-31
Filed2026-04-21
AMERICAN STRATEGIC INVEST CO
NewAMERICAN STRATEGIC INVEST CO
Shares113
Event2026-03-31
Filed2026-04-21
BA
NewBOEING CO
Shares4
Event2026-03-31
Filed2026-04-21
VOT
NewVANGUARD INDEX FDS
Shares3
Event2026-03-31
Filed2026-04-21
MOS
NewMOSAIC CO
Shares33
Event2026-03-31
Filed2026-04-21
CINF
NewCINCINNATI FINL CORP
Shares5
Event2026-03-31
Filed2026-04-21
MOO
NewVANECK ETF TRUST
Shares9
Event2026-03-31
Filed2026-04-21
FYT
NewFIRST TR EXCHANGE-TRADED ALP
Shares12
Event2026-03-31
Filed2026-04-21
LULU
NewLULULEMON ATHLETICA INC
Shares5
Event2026-03-31
Filed2026-04-21
CION
NewCION INVT CORP
Shares107
Event2026-03-31
Filed2026-04-21
OKLO
NewOKLO INC
Shares15
Event2026-03-31
Filed2026-04-21
REALLOYS INC
NewREALLOYS INC
Shares66
Event2026-03-31
Filed2026-04-21
F
NewFORD MTR CO
Shares55
Event2026-03-31
Filed2026-04-21
TILRAY BRANDS INC
NewTILRAY BRANDS INC
Shares87
Event2026-03-31
Filed2026-04-21
VNLA
NewJANUS DETROIT STR TR
Shares11
Event2026-03-31
Filed2026-04-21
BITB
NewBITWISE BITCOIN ETF TR
Shares14
Event2026-03-31
Filed2026-04-21
MAIN
NewMAIN STR CAP CORP
Shares10
Event2026-03-31
Filed2026-04-21
IXJ
NewISHARES TR
Shares5
Event2026-03-31
Filed2026-04-21
RDDT
NewREDDIT INC
Shares3
Event2026-03-31
Filed2026-04-21
BMY
NewBRISTOL-MYERS SQUIBB CO
Shares7
Event2026-03-31
Filed2026-04-21
ECC
NewEAGLE POINT CREDIT COMPANY I
Shares117
Event2026-03-31
Filed2026-04-21
KKR & CO INC
NewKKR & CO INC
Shares3
Event2026-03-31
Filed2026-04-21
VBK
NewVANGUARD INDEX FDS
Shares1
Event2026-03-31
Filed2026-04-21
EMB
NewISHARES TR
Shares3
Event2026-03-31
Filed2026-04-21
VLUE
NewISHARES TR
Shares1
Event2026-03-31
Filed2026-04-21
STANLEY BLACK & DECKER INC
NewSTANLEY BLACK & DECKER INC
Shares2
Event2026-03-31
Filed2026-04-21
OXM
NewOXFORD INDS INC
Shares4
Event2026-03-31
Filed2026-04-21
RC
NewREADY CAPITAL CORP
Shares100
Event2026-03-31
Filed2026-04-21
IXG
NewISHARES TR
Shares1
Event2026-03-31
Filed2026-04-21
TT
NewTRANE TECHNOLOGIES PLC
SharesN/A
Event2026-03-31
Filed2026-04-21
TJX
NewTJX COS INC NEW
Shares1
Event2026-03-31
Filed2026-04-21
SHYG
NewISHARES TR
Shares3
Event2026-03-31
Filed2026-04-21
SNDL INC
NewSNDL INC
Shares70
Event2026-03-31
Filed2026-04-21
BTI
NewBRITISH AMERN TOB PLC
Shares1
Event2026-03-31
Filed2026-04-21
BROADCOM INC
NewBROADCOM INC
SharesN/A
Event2026-03-31
Filed2026-04-21
DEED
NewFIRST TR EXCHNG TRADED FD VI
Shares3
Event2026-03-31
Filed2026-04-21
IXN
NewISHARES TR
SharesN/A
Event2026-03-31
Filed2026-04-21
ARKW
NewARK ETF TR
SharesN/A
Event2026-03-31
Filed2026-04-21
ESGE
NewISHARES INC
Shares1
Event2026-03-31
Filed2026-04-21
RWR
NewSPDR SERIES TRUST
SharesN/A
Event2026-03-31
Filed2026-04-21
PFLD
NewETF SER SOLUTIONS
Shares1
Event2026-03-31
Filed2026-04-21
PHYL
NewPGIM ETF TR
SharesN/A
Event2026-03-31
Filed2026-04-21
QCLN
NewFIRST TR EXCHANGE-TRADED FD
SharesN/A
Event2026-03-31
Filed2026-04-21
RWX
NewSPDR INDEX SHS FDS
SharesN/A
Event2026-03-31
Filed2026-04-21
SPTI
NewSPDR SERIES TRUST
SharesN/A
Event2026-03-31
Filed2026-04-21
SPEU
NewSPDR INDEX SHS FDS
SharesN/A
Event2026-03-31
Filed2026-04-21
INCO
NewCOLUMBIA ETF TR II
SharesN/A
Event2026-03-31
Filed2026-04-21
SPIB
NewSPDR SERIES TRUST
SharesN/A
Event2026-03-31
Filed2026-04-21
IVOL
NewKRANESHARES TRUST
SharesN/A
Event2026-03-31
Filed2026-04-21
IXC
NewISHARES TR
SharesN/A
Event2026-03-31
Filed2026-04-21
JPLD
NewJ P MORGAN EXCHANGE TRADED F
SharesN/A
Event2026-03-31
Filed2026-04-21
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