Sponsored

The Analysis of MJP ASSOCIATES INC /ADV's Holdings & P&L

Currently, MJP ASSOCIATES INC /ADV holds 228 types of securities in its portfolio with a total value $823.2M. In the most recent quarter, they have increased their positions in BINC (+893.5K shares, valued at $46.4M), TCHP (+764.3K shares, valued at $33.8M), DFIC (+949.5K shares, valued at $33.7M); decreased their positions in CLIP (-352.3K shares, valued at $35.4M), MINT (-251.7K shares, valued at $25.3M), N/A (-13.4K shares, valued at $8.0M); initiated new positions in BINC (+893.5K shares, valued at $46.4M), DFIC (+949.5K shares, valued at $33.7M), SGVT (+169.2K shares, valued at $17.0M).

1M P&L

-66.8M-7.89%

3M P&L

-101.2M-11.48%

HY P&L

-71.2M-8.35%

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/A550.6M

77.4%

2Consumer Electronics35.4M

5.0%

3Semiconductors23.5M

3.3%

Top Industries by Stock Count

1N/A66 stocks

33.0%

2Semiconductors9 stocks

4.5%

3Software - Application8 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS137.0K shares-8.88%2026-03-312026-05-05

VIG VANGUARD SPECIALIZED FUNDS268.4K shares-8.76%2026-03-312026-05-05

JAAA JANUS DETROIT STR TR1.1M shares3.02%2026-03-312026-05-05

MINT PIMCO ETF TR567.8K shares-30.71%2026-03-312026-05-05

BINC BLACKROCK ETF TRUST II893.5K sharesnew addition2026-03-312026-05-05

TCHP T ROWE PRICE ETF INC954.0K shares402.85%2026-03-312026-05-05

AAPL APPLE INC139.5K shares-5.33%2026-03-312026-05-05

DFIC DIMENSIONAL ETF TRUST949.5K sharesnew addition2026-03-312026-05-05

Sponsored

BKDV BNY MELLON ETF TRUST II1.1M shares33.60%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS299.6K shares-20.33%2026-03-312026-05-05

NVDA NVIDIA CORPORATION109.4K shares5.60%2026-03-312026-05-05

IWF ISHARES TR43.2K shares4.93%2026-03-312026-05-05

SGVT SCHWAB STRATEGIC TR169.2K sharesnew addition2026-03-312026-05-05

VTI VANGUARD INDEX FDS50.8K shares0.60%2026-03-312026-05-05

HGER HARBOR ETF TRUST487.5K sharesnew addition2026-03-312026-05-05

AVUV AMERICAN CENTY ETF TR114.2K shares49.87%2026-03-312026-05-05

Sponsored

PYLD PIMCO ETF TR469.7K shares12.95%2026-03-312026-05-05

VONV VANGUARD SCOTTSDALE FDS130.3K shares12.05%2026-03-312026-05-05

MSFT MICROSOFT CORP27.0K shares-1.42%2026-03-312026-05-05

VO VANGUARD INDEX FDS33.6K shares10.20%2026-03-312026-05-05

FTHI FIRST TR EXCHANGE TRADED FD409.7K shares-10.51%2026-03-312026-05-05

AVEM AMERICAN CENTY ETF TR116.2K sharesnew addition2026-03-312026-05-05

ALPHABET INC ALPHABET INC29.9K shares-2.20%2026-03-312026-05-05

AMZN AMAZON COM INC38.1K shares-4.62%2026-03-312026-05-05

Sponsored

ISPY PROSHARES TR170.0K shares1.92%2026-03-312026-05-05

HDV ISHARES TR50.6K shares-4.98%2026-03-312026-05-05

GPIQ GOLDMAN SACHS ETF TR124.8K shares6.02%2026-03-312026-05-05

IEMG ISHARES INC68.7K sharesnew addition2026-03-312026-05-05

SPSM SPDR SERIES TRUST97.2K shares4.55%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO15.8K shares-0.35%2026-03-312026-05-05

META META PLATFORMS INC7.8K shares16.73%2026-03-312026-05-05

SPTM SPDR SERIES TRUST49.1K shares-4.46%2026-03-312026-05-05

Sponsored

RSPA INVESCO ACTIVELY MANAGED EXC70.1K shares20.05%2026-03-312026-05-05

ALPHABET INC ALPHABET INC12.0K shares30.38%2026-03-312026-05-05

LLY ELI LILLY & CO3.7K shares11.40%2026-03-312026-05-05

VYM VANGUARD WHITEHALL FDS22.2K shares-12.43%2026-03-312026-05-05

SAMT ADVISORS INNER CIRCLE FD III83.3K shares4.11%2026-03-312026-05-05

VUG VANGUARD INDEX FDS7.4K shares-3.16%2026-03-312026-05-05

EFAA INVESCO ACTIVELY MANAGED EXC59.5K shares26.61%2026-03-312026-05-05

BROADCOM INC BROADCOM INC9.7K shares4.13%2026-03-312026-05-05

Sponsored

WMT WALMART INC23.0K shares2.23%2026-03-312026-05-05

XOM EXXON MOBIL CORP16.5K shares-0.07%2026-03-312026-05-05

TSLA TESLA INC6.7K shares-3.96%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.9K shares-3.80%2026-03-312026-05-05

RTX RTX CORPORATION11.9K shares-1.53%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION2.2K shares8.29%2026-03-312026-05-05

IVV ISHARES TR3.3K shares-1.28%2026-03-312026-05-05

DFAC DIMENSIONAL ETF TRUST52.2K shares0.07%2026-03-312026-05-05

Sponsored

MERCK & CO INC MERCK & CO INC16.6K shares-28.67%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.3K shares0.34%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS7.5K shares-7.30%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON7.4K shares2.93%2026-03-312026-05-05

ITWO PROSHARES TR44.7K shares236.72%2026-03-312026-05-05

ABBV ABBVIE INC8.0K shares2.19%2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE5.8K shares-6.44%2026-03-312026-05-05

MA MASTERCARD INCORPORATED3.1K shares20.58%2026-03-312026-05-05

Sponsored

V VISA INC4.8K shares-6.66%2026-03-312026-05-05

MGC VANGUARD WORLD FD6.2K shares9.36%2026-03-312026-05-05

BAC BANK AMERICA CORP27.6K shares-2.98%2026-03-312026-05-05

PG PROCTER & GAMBLE CO9.0K shares-7.03%2026-03-312026-05-05

KO COCA COLA CO15.8K shares2.79%2026-03-312026-05-05

HD HOME DEPOT INC3.6K shares3.17%2026-03-312026-05-05

APH AMPHENOL CORP9.4K shares6.12%2026-03-312026-05-05

NFLX NETFLIX INC.12.4K shares51.24%2026-03-312026-05-05

Sponsored

RDDT REDDIT INC8.7K shares-12.46%2026-03-312026-05-05

CVX CHEVRON CORPORATION5.6K shares6.08%2026-03-312026-05-05

GEV GE VERNOVA INC1.3K shares4.99%2026-03-312026-05-05

VTV VANGUARD INDEX FDS5.4K shares-4.40%2026-03-312026-05-05

UNH UNITEDHEALTH GROUP INC3.8K shares37.90%2026-03-312026-05-05

ASML ASML HLDG NV733 shares-33.79%2026-03-312026-05-05

CSCO CISCO SYS INC12.3K shares-0.96%2026-03-312026-05-05

CAT CATERPILLAR INC1.3K shares2.53%2026-03-312026-05-05

Sponsored

AMGN AMGEN INC2.6K shares-41.88%2026-03-312026-05-05

T AT&T INC31.5K shares3.52%2026-03-312026-05-05

PM PHILIP MORRIS INTL INC5.5K shares4.74%2026-03-312026-05-05

VB VANGUARD INDEX FDS3.3K shares-4.32%2026-03-312026-05-05

MU MICRON TECHNOLOGY INC2.4K shares4.01%2026-03-312026-05-05

SMH VANECK ETF TRUST2.0K shares-8.14%2026-03-312026-05-05

MCD MCDONALDS CORP2.5K shares-15.43%2026-03-312026-05-05

TSM TAIWAN SEMICONDUCTOR MANUFAC2.3K shares-60.01%2026-03-312026-05-05

Sponsored

ORCL ORACLE CORP4.8K shares26.36%2026-03-312026-05-05

FPE FIRST TR EXCH TRADED FD III38.7K shares-1.53%2026-03-312026-05-05

PFE PFIZER INC23.7K shares2.36%2026-03-312026-05-05

WMB WILLIAMS COS INC9.1K shares8.23%2026-03-312026-05-05

MS MORGAN STANLEY3.9K shares14.11%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T977 shares0.10%2026-03-312026-05-05

PLTR PALANTIR TECHNOLOGIES INC4.3K shares-21.03%2026-03-312026-05-05

TXN TEXAS INSTRS INC3.3K shares5.69%2026-03-312026-05-05

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.8K shares-12.55%2026-03-312026-05-05

VOTE TCW ETF TRUST8.2K shares2.16%2026-03-312026-05-05

TJX TJX COS INC NEW3.8K shares0.16%2026-03-312026-05-05

PEP PEPSICO INC3.9K shares-0.49%2026-03-312026-05-05

DIS DISNEY WALT CO6.2K shares-5.98%2026-03-312026-05-05

TMO THERMO FISHER SCIENTIFIC INC1.2K shares41.93%2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC2.9K shares-0.31%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T12.2K shares0.04%2026-03-312026-05-05

Sponsored

SRE SEMPRA5.7K shares-1.29%2026-03-312026-05-05

CB CHUBB LTD SWITZ1.7K shares-51.38%2026-03-312026-05-05

CATH GLOBAL X FDS6.9K shares7.53%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR931 shares0.65%2026-03-312026-05-05

PANW PALO ALTO NETWORKS INC3.3K shares18.59%2026-03-312026-05-05

INTC INTEL CORP11.9K shares2.85%2026-03-312026-05-05

UNP UNION PAC CORP2.2K shares8.88%2026-03-312026-05-05

LAM RESEARCH CORP LAM RESEARCH CORP2.4K shares2.42%2026-03-312026-05-05

Sponsored

CVNA CARVANA CO1.6K sharesnew addition2026-03-312026-05-05

TMUS T-MOBILE US INC2.4K shares29.17%2026-03-312026-05-05

VZ VERIZON COMMUNICATIONS INC9.7K shares4.00%2026-03-312026-05-05

SCHA SCHWAB STRATEGIC TR16.8K shares-8.27%2026-03-312026-05-05

KLAC KLA CORP328 shares1.23%2026-03-312026-05-05

CARR CARRIER GLOBAL CORPORATION8.5K shares-44.55%2026-03-312026-05-05

NEE NEXTERA ENERGY INC5.0K shares6.91%2026-03-312026-05-05

SPYM SPDR SERIES TRUST6.0K shares-0.10%2026-03-312026-05-05

Sponsored

NOW SERVICENOW INC4.4K shares-5.98%2026-03-312026-05-05

HUBBELL INC HUBBELL INC928 shares-2.01%2026-03-312026-05-05

AXP AMERICAN EXPRESS CO1.5K shares-47.97%2026-03-312026-05-05

ISRG INTUITIVE SURGICAL INC985 shares-25.32%2026-03-312026-05-05

GS GOLDMAN SACHS GROUP INC535 shares4.70%2026-03-312026-05-05

CMI CUMMINS INC839 shares-43.69%2026-03-312026-05-05

QCOM QUALCOMM INC3.5K shares-45.19%2026-03-312026-05-05

AMAT APPLIED MATLS INC1.3K shares-45.67%2026-03-312026-05-05

Sponsored

MO ALTRIA GROUP INC6.7K shares-1.77%2026-03-312026-05-05

IEFA ISHARES TR4.9K shares-19.52%2026-03-312026-05-05

CITIGROUP INC CITIGROUP INC3.9K shares-1.46%2026-03-312026-05-05

CTAS CINTAS CORP2.6K shares5.35%2026-03-312026-05-05

DE DEERE & CO774 shares38.71%2026-03-312026-05-05

LINDE PLC LINDE PLC873 shares59.02%2026-03-312026-05-05

AEP AMERICAN ELEC PWR CO INC3.2K shares7.15%2026-03-312026-05-05

PH PARKER-HANNIFIN CORP462 shares-6.85%2026-03-312026-05-05

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F7.4K shares1.73%2026-03-312026-05-05

GLW CORNING INC3.0K shares13.24%2026-03-312026-05-05

BA BOEING CO2.0K shares12.05%2026-03-312026-05-05

MCK MCKESSON CORP470 shares6.09%2026-03-312026-05-05

RSPE INVESCO EXCH TRADED FD TR II13.7K shares0.40%2026-03-312026-05-05

GILD GILEAD SCIENCES INC2.9K shares8.46%2026-03-312026-05-05

SO SOUTHERN CO4.2K shares7.07%2026-03-312026-05-05

ADP AUTOMATIC DATA PROCESSING IN2.0K shares2.29%2026-03-312026-05-05

Sponsored

GENM SPINNAKER ETF SERIES36.5K sharesnew addition2026-03-312026-05-05

IAUM ISHARES GOLD TR8.0K sharesnew addition2026-03-312026-05-05

DFAX DIMENSIONAL ETF TRUST10.9K shares8.31%2026-03-312026-05-05

IXUS ISHARES TR4.3K shares0.00%2026-03-312026-05-05

IWD ISHARES TR1.7K shares-6.96%2026-03-312026-05-05

BRO BROWN & BROWN INC5.6K shares5.90%2026-03-312026-05-05

ITOT ISHARES TR2.5K shares13.11%2026-03-312026-05-05

ADI ANALOG DEVICES INC1.1K shares10.39%2026-03-312026-05-05

Sponsored

LMT LOCKHEED MARTIN CORP576 shares17.07%2026-03-312026-05-05

CRWD CROWDSTRIKE HLDGS INC870 shares-16.43%2026-03-312026-05-05

MPWR MONOLITHIC PWR SYS INC310 shares-48.84%2026-03-312026-05-05

ES EVERSOURCE ENERGY4.8K shares-0.02%2026-03-312026-05-05

VEU VANGUARD INTL EQUITY INDEX F4.3K shares0.02%2026-03-312026-05-05

HCA HCA HEALTHCARE INC684 shares-8.68%2026-03-312026-05-05

CRM SALESFORCE INC1.7K shares27.92%2026-03-312026-05-05

DHR DANAHER CORP DEL1.7K shares-45.66%2026-03-312026-05-05

Sponsored

CEG CONSTELLATION ENERGY CORP1.1K shares36.52%2026-03-312026-05-05

BMY BRISTOL-MYERS SQUIBB CO5.1K shares2.81%2026-03-312026-05-05

COF CAPITAL ONE FINL CORP1.7K shares-5.97%2026-03-312026-05-05

GRID FIRST TR EXCHANGE-TRADED FD1.9K shares6.53%2026-03-312026-05-05

WFC WELLS FARGO & CO3.8K shares-4.60%2026-03-312026-05-05

ISHARES GOLD TR ISHARES GOLD TR3.4K shares3.08%2026-03-312026-05-05

IJR ISHARES TR2.4K shares-5.00%2026-03-312026-05-05

HIG HARTFORD INSURANCE GROUP INC2.2K shares-0.49%2026-03-312026-05-05

Sponsored

NSC NORFOLK SOUTHN CORP1.0K shares-4.19%2026-03-312026-05-05

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL745 shares2.48%2026-03-312026-05-05

SHW SHERWIN WILLIAMS CO906 shares43.81%2026-03-312026-05-05

EATON CORP PLC EATON CORP PLC810 shares10.96%2026-03-312026-05-05

CL COLGATE PALMOLIVE CO3.4K sharesnew addition2026-03-312026-05-05

ABT ABBOTT LABORATORIES2.7K shares-4.38%2026-03-312026-05-05

CENCORA INC CENCORA INC889 shares-25.29%2026-03-312026-05-05

PWR QUANTA SVCS INC507 sharesnew addition2026-03-312026-05-05

Sponsored

CLIP GLOBAL X FDS2.7K shares-99.23%2026-03-312026-05-05

ADM ARCHER DANIELS MIDLAND CO3.8K shares0.56%2026-03-312026-05-05

TT TRANE TECHNOLOGIES PLC656 shares5.30%2026-03-312026-05-05

LOW LOWES COS INC1.2K shares-1.11%2026-03-312026-05-05

USB US BANCORP5.2K shares6.65%2026-03-312026-05-05

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP793 shares6.44%2026-03-312026-05-05

DFUS DIMENSIONAL ETF TRUST3.8K shares0.26%2026-03-312026-05-05

NOC NORTHROP GRUMMAN CORP397 shares3.39%2026-03-312026-05-05

Sponsored

INTU INTUIT621 shares-61.48%2026-03-312026-05-05

SHYG ISHARES TR6.3K shares0.00%2026-03-312026-05-05

WDC WESTERN DIGITAL CORP983 sharesnew addition2026-03-312026-05-05

SYK STRYKER CORPORATION802 sharesnew addition2026-03-312026-05-05

DELL DELL TECHNOLOGIES INC1.6K sharesnew addition2026-03-312026-05-05

ROST ROSS STORES INC1.2K sharesnew addition2026-03-312026-05-05

SHOP SHOPIFY INC2.2K shares-16.99%2026-03-312026-05-05

SCHW SCHWAB CHARLES CORP2.8K shares-61.63%2026-03-312026-05-05

Sponsored

CPRJ CALAMOS ETF TR9.6K shares0.00%2026-03-312026-05-05

SCHB SCHWAB STRATEGIC TR10.2K shares0.06%2026-03-312026-05-05

ETFS GOLD TR ETFS GOLD TR5.7K shares-24.95%2026-03-312026-05-05

HWM HOWMET AEROSPACE INC1.1K shares5.45%2026-03-312026-05-05

WBD WARNER BROS DISCOVERY INC9.2K shares0.17%2026-03-312026-05-05

UBER UBER TECHNOLOGIES INC3.5K shares-54.95%2026-03-312026-05-05

SKYY FIRST TR EXCHANGE-TRADED FD2.3K shares-1.55%2026-03-312026-05-05

MEDTRONIC PLC MEDTRONIC PLC2.9K shares-71.56%2026-03-312026-05-05

Sponsored

BLACKROCK INC BLACKROCK INC260 shares-48.82%2026-03-312026-05-05

MPC MARATHON PETE CORP1.0K sharesnew addition2026-03-312026-05-05

VLO VALERO ENERGY CORP989 sharesnew addition2026-03-312026-05-05

FDVV FIDELITY COVINGTON TRUST4.4K shares0.00%2026-03-312026-05-05

SNPS SYNOPSYS INC609 sharesnew addition2026-03-312026-05-05

BLACKSTONE INC BLACKSTONE INC2.1K shares-1.66%2026-03-312026-05-05

ETR ENTERGY CORP NEW2.1K sharesnew addition2026-03-312026-05-05

EOG EOG RES INC1.6K sharesnew addition2026-03-312026-05-05

Sponsored

PSX PHILLIPS 661.3K sharesnew addition2026-03-312026-05-05

ARISTA NETWORKS INC ARISTA NETWORKS INC1.9K shares9.33%2026-03-312026-05-05

PGR PROGRESSIVE CORP1.1K shares-58.24%2026-03-312026-05-05

SPOT SPOTIFY TECHNOLOGY S A463 shares-54.79%2026-03-312026-05-05

D DOMINION ENERGY INC3.6K sharesnew addition2026-03-312026-05-05

SUSA ISHARES TR1.7K shares0.18%2026-03-312026-05-05

UNM UNUM GROUP3.0K shares2.97%2026-03-312026-05-05

MMC MARSH & MCLENNAN COS INC1.3K sharesnew addition2026-03-312026-05-05

Sponsored

PLD PROLOGIS INC.1.6K sharesnew addition2026-03-312026-05-05

MSTR STRATEGY INC1.7K shares6.54%2026-03-312026-05-05

CBRE CBRE GROUP INC1.6K shares3.25%2026-03-312026-05-05

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.1K shares-18.86%2026-03-312026-05-05

DFUV DIMENSIONAL ETF TRUST4.4K shares0.25%2026-03-312026-05-05

COP CONOCOPHILLIPS1.6K sharesnew addition2026-03-312026-05-05

APG API GROUP CORP5.2K shares-0.34%2026-03-312026-05-05

CDNS CADENCE DESIGN SYSTEM INC758 shares-64.56%2026-03-312026-05-05

Sponsored

EW EDWARDS LIFESCIENCES CORP2.6K shares7.35%2026-03-312026-05-05

CRPT FIRST TR EXCHNG TRADED FD VI18.0K shares0.17%2026-03-312026-05-05

APA CORPORATION APA CORPORATION4.9K sharesnew addition2026-03-312026-05-05

IJH ISHARES TR3.0K shares0.07%2026-03-312026-05-05

CMCSA COMCAST CORP NEW7.1K shares-69.52%2026-03-312026-05-05

TD TORONTO DOMINION BK ONT2.2K shares0.00%2026-03-312026-05-05

GWW WW GRAINGER INC185 sharesnew addition2026-03-312026-05-05

BKNG BOOKING HOLDINGS INC48 shares-7.69%2026-03-312026-05-05

Sponsored

QYLD GLOBAL X FDS11.3K shares9.70%2026-03-312026-05-05

F FORD MTR CO11.4K sharesnew addition2026-03-312026-05-05

RC READY CAPITAL CORP23.7K shares1.23%2026-03-312026-05-05

REDFIN CORP REDFIN CORP10.0K sharesnew addition2026-03-312026-05-05

VANGUARD INDEX FDS

-8.88%

Shares137.0K

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD SPECIALIZED FUNDS

-8.76%

Shares268.4K

Event2026-03-31

Filed2026-05-05

JAAA

JANUS DETROIT STR TR

3.02%

Shares1.1M

Event2026-03-31

Filed2026-05-05

MINT

PIMCO ETF TR

-30.71%

Shares567.8K

Event2026-03-31

Filed2026-05-05

BINC

BLACKROCK ETF TRUST II

New

Shares893.5K

Event2026-03-31

Filed2026-05-05

TCHP

T ROWE PRICE ETF INC

402.85%

Shares954.0K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-5.33%

Shares139.5K

Event2026-03-31

Filed2026-05-05

DFIC

DIMENSIONAL ETF TRUST

New

Shares949.5K

Event2026-03-31

Filed2026-05-05

BKDV

BNY MELLON ETF TRUST II

33.60%

Shares1.1M

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX-MANAGED FDS

-20.33%

Shares299.6K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

5.60%

Shares109.4K

Event2026-03-31

Filed2026-05-05

IWF

ISHARES TR

4.93%

Shares43.2K

Event2026-03-31

Filed2026-05-05

SGVT

SCHWAB STRATEGIC TR

New

Shares169.2K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

0.60%

Shares50.8K

Event2026-03-31

Filed2026-05-05

HGER

HARBOR ETF TRUST

New

Shares487.5K

Event2026-03-31

Filed2026-05-05

AVUV

AMERICAN CENTY ETF TR

49.87%

Shares114.2K

Event2026-03-31

Filed2026-05-05

PYLD

PIMCO ETF TR

12.95%

Shares469.7K

Event2026-03-31

Filed2026-05-05

VONV

VANGUARD SCOTTSDALE FDS

12.05%

Shares130.3K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

-1.42%

Shares27.0K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

10.20%

Shares33.6K

Event2026-03-31

Filed2026-05-05

FTHI

FIRST TR EXCHANGE TRADED FD

-10.51%

Shares409.7K

Event2026-03-31

Filed2026-05-05

AVEM

AMERICAN CENTY ETF TR

New

Shares116.2K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-2.20%

Shares29.9K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

-4.62%

Shares38.1K

Event2026-03-31

Filed2026-05-05

ISPY

PROSHARES TR

1.92%

Shares170.0K

Event2026-03-31

Filed2026-05-05

HDV

ISHARES TR

-4.98%

Shares50.6K

Event2026-03-31

Filed2026-05-05

GPIQ

GOLDMAN SACHS ETF TR

6.02%

Shares124.8K

Event2026-03-31

Filed2026-05-05

IEMG

ISHARES INC

New

Shares68.7K

Event2026-03-31

Filed2026-05-05

SPSM

SPDR SERIES TRUST

4.55%

Shares97.2K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

-0.35%

Shares15.8K

Event2026-03-31

Filed2026-05-05

META

META PLATFORMS INC

16.73%

Shares7.8K

Event2026-03-31

Filed2026-05-05

SPTM

SPDR SERIES TRUST

-4.46%

Shares49.1K

Event2026-03-31

Filed2026-05-05

RSPA

INVESCO ACTIVELY MANAGED EXC

20.05%

Shares70.1K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

30.38%

Shares12.0K

Event2026-03-31

Filed2026-05-05

LLY

ELI LILLY & CO

11.40%

Shares3.7K

Event2026-03-31

Filed2026-05-05

VYM

VANGUARD WHITEHALL FDS

-12.43%

Shares22.2K

Event2026-03-31

Filed2026-05-05

SAMT

ADVISORS INNER CIRCLE FD III

4.11%

Shares83.3K

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

-3.16%

Shares7.4K

Event2026-03-31

Filed2026-05-05

EFAA

INVESCO ACTIVELY MANAGED EXC

26.61%

Shares59.5K

Event2026-03-31

Filed2026-05-05

BROADCOM INC

4.13%

Shares9.7K

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

2.23%

Shares23.0K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

-0.07%

Shares16.5K

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC

-3.96%

Shares6.7K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

-3.80%

Shares4.9K

Event2026-03-31

Filed2026-05-05

RTX

RTX CORPORATION

-1.53%

Shares11.9K

Event2026-03-31

Filed2026-05-05

COST

COSTCO WHOLESALE CORPORATION

8.29%

Shares2.2K

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

-1.28%

Shares3.3K

Event2026-03-31

Filed2026-05-05

DFAC

DIMENSIONAL ETF TRUST

0.07%

Shares52.2K

Event2026-03-31

Filed2026-05-05

MERCK & CO INC

-28.67%

Shares16.6K

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

0.34%

Shares10.3K

Event2026-03-31

Filed2026-05-05

IBM

INTERNATIONAL BUSINESS MACHS

-7.30%

Shares7.5K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

2.93%

Shares7.4K

Event2026-03-31

Filed2026-05-05

ITWO

PROSHARES TR

236.72%

Shares44.7K

Event2026-03-31

Filed2026-05-05

ABBV

ABBVIE INC

2.19%

Shares8.0K

Event2026-03-31

Filed2026-05-05

GE AEROSPACE

-6.44%

Shares5.8K

Event2026-03-31

Filed2026-05-05

MASTERCARD INCORPORATED

20.58%

Shares3.1K

Event2026-03-31

Filed2026-05-05

VISA INC

-6.66%

Shares4.8K

Event2026-03-31

Filed2026-05-05

MGC

VANGUARD WORLD FD

9.36%

Shares6.2K

Event2026-03-31

Filed2026-05-05

BAC

BANK AMERICA CORP

-2.98%

Shares27.6K

Event2026-03-31

Filed2026-05-05

PROCTER & GAMBLE CO

-7.03%

Shares9.0K

Event2026-03-31

Filed2026-05-05

COCA COLA CO

2.79%

Shares15.8K

Event2026-03-31

Filed2026-05-05

HOME DEPOT INC

3.17%

Shares3.6K

Event2026-03-31

Filed2026-05-05

APH

AMPHENOL CORP

6.12%

Shares9.4K

Event2026-03-31

Filed2026-05-05

NFLX

NETFLIX INC.

51.24%

Shares12.4K

Event2026-03-31

Filed2026-05-05

RDDT

REDDIT INC

-12.46%

Shares8.7K

Event2026-03-31

Filed2026-05-05

CVX

CHEVRON CORPORATION

6.08%

Shares5.6K

Event2026-03-31

Filed2026-05-05

GEV

GE VERNOVA INC

4.99%

Shares1.3K

Event2026-03-31

Filed2026-05-05

VTV

VANGUARD INDEX FDS

-4.40%

Shares5.4K

Event2026-03-31

Filed2026-05-05

UNH

UNITEDHEALTH GROUP INC

37.90%

Shares3.8K

Event2026-03-31

Filed2026-05-05

ASML

ASML HLDG NV

-33.79%

Shares733

Event2026-03-31

Filed2026-05-05

CSCO

CISCO SYS INC

-0.96%

Shares12.3K

Event2026-03-31

Filed2026-05-05

CAT

CATERPILLAR INC

2.53%

Shares1.3K

Event2026-03-31

Filed2026-05-05

AMGN

AMGEN INC

-41.88%

Shares2.6K

Event2026-03-31

Filed2026-05-05

AT&T INC

3.52%

Shares31.5K

Event2026-03-31

Filed2026-05-05

PHILIP MORRIS INTL INC

4.74%

Shares5.5K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-4.32%

Shares3.3K

Event2026-03-31

Filed2026-05-05

MICRON TECHNOLOGY INC

4.01%

Shares2.4K

Event2026-03-31

Filed2026-05-05

SMH

VANECK ETF TRUST

-8.14%

Shares2.0K

Event2026-03-31

Filed2026-05-05

MCD

MCDONALDS CORP

-15.43%

Shares2.5K

Event2026-03-31

Filed2026-05-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-60.01%

Shares2.3K

Event2026-03-31

Filed2026-05-05

ORCL

ORACLE CORP

26.36%

Shares4.8K

Event2026-03-31

Filed2026-05-05

FPE

FIRST TR EXCH TRADED FD III

-1.53%

Shares38.7K

Event2026-03-31

Filed2026-05-05

PFE

PFIZER INC

2.36%

Shares23.7K

Event2026-03-31

Filed2026-05-05

WMB

WILLIAMS COS INC

8.23%

Shares9.1K

Event2026-03-31

Filed2026-05-05

MORGAN STANLEY

14.11%

Shares3.9K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

0.10%

Shares977

Event2026-03-31

Filed2026-05-05

PLTR

PALANTIR TECHNOLOGIES INC

-21.03%

Shares4.3K

Event2026-03-31

Filed2026-05-05

TXN

TEXAS INSTRS INC

5.69%

Shares3.3K

Event2026-03-31

Filed2026-05-05

DUKE ENERGY CORP NEW

-12.55%

Shares4.8K

Event2026-03-31

Filed2026-05-05

VOTE

TCW ETF TRUST

2.16%

Shares8.2K

Event2026-03-31

Filed2026-05-05

TJX

TJX COS INC NEW

0.16%

Shares3.8K

Event2026-03-31

Filed2026-05-05

PEP

PEPSICO INC

-0.49%

Shares3.9K

Event2026-03-31

Filed2026-05-05

DIS

DISNEY WALT CO

-5.98%

Shares6.2K

Event2026-03-31

Filed2026-05-05

TMO

THERMO FISHER SCIENTIFIC INC

41.93%

Shares1.2K

Event2026-03-31

Filed2026-05-05

AMD

ADVANCED MICRO DEVICES INC

-0.31%

Shares2.9K

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

0.04%

Shares12.2K

Event2026-03-31

Filed2026-05-05

SRE

SEMPRA

-1.29%

Shares5.7K

Event2026-03-31

Filed2026-05-05

CHUBB LTD SWITZ

-51.38%

Shares1.7K

Event2026-03-31

Filed2026-05-05

CATH

GLOBAL X FDS

7.53%

Shares6.9K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

0.65%

Shares931

Event2026-03-31

Filed2026-05-05

PANW

PALO ALTO NETWORKS INC

18.59%

Shares3.3K

Event2026-03-31

Filed2026-05-05

INTC

INTEL CORP

2.85%

Shares11.9K

Event2026-03-31

Filed2026-05-05

UNP

UNION PAC CORP

8.88%

Shares2.2K

Event2026-03-31

Filed2026-05-05

LAM RESEARCH CORP

2.42%

Shares2.4K

Event2026-03-31

Filed2026-05-05

CVNA

CARVANA CO

New

Shares1.6K

Event2026-03-31

Filed2026-05-05

TMUS

T-MOBILE US INC

29.17%

Shares2.4K

Event2026-03-31

Filed2026-05-05

VERIZON COMMUNICATIONS INC

4.00%

Shares9.7K

Event2026-03-31

Filed2026-05-05

SCHA

SCHWAB STRATEGIC TR

-8.27%

Shares16.8K

Event2026-03-31

Filed2026-05-05

KLAC

KLA CORP

1.23%

Shares328

Event2026-03-31

Filed2026-05-05

CARR

CARRIER GLOBAL CORPORATION

-44.55%

Shares8.5K

Event2026-03-31

Filed2026-05-05

NEE

NEXTERA ENERGY INC

6.91%

Shares5.0K

Event2026-03-31

Filed2026-05-05

SPYM

SPDR SERIES TRUST

-0.10%

Shares6.0K

Event2026-03-31

Filed2026-05-05

NOW

SERVICENOW INC

-5.98%

Shares4.4K

Event2026-03-31

Filed2026-05-05

HUBBELL INC

-2.01%

Shares928

Event2026-03-31

Filed2026-05-05

AXP

AMERICAN EXPRESS CO

-47.97%

Shares1.5K

Event2026-03-31

Filed2026-05-05

ISRG

INTUITIVE SURGICAL INC

-25.32%

Shares985

Event2026-03-31

Filed2026-05-05

GOLDMAN SACHS GROUP INC

4.70%

Shares535

Event2026-03-31

Filed2026-05-05

CMI

CUMMINS INC

-43.69%

Shares839

Event2026-03-31

Filed2026-05-05

QCOM

QUALCOMM INC

-45.19%

Shares3.5K

Event2026-03-31

Filed2026-05-05

AMAT

APPLIED MATLS INC

-45.67%

Shares1.3K

Event2026-03-31

Filed2026-05-05

ALTRIA GROUP INC

-1.77%

Shares6.7K

Event2026-03-31

Filed2026-05-05

IEFA

ISHARES TR

-19.52%

Shares4.9K

Event2026-03-31

Filed2026-05-05

CITIGROUP INC

-1.46%

Shares3.9K

Event2026-03-31

Filed2026-05-05

CTAS

CINTAS CORP

5.35%

Shares2.6K

Event2026-03-31

Filed2026-05-05

DEERE & CO

38.71%

Shares774

Event2026-03-31

Filed2026-05-05

LINDE PLC

59.02%

Shares873

Event2026-03-31

Filed2026-05-05

AEP

AMERICAN ELEC PWR CO INC

7.15%

Shares3.2K

Event2026-03-31

Filed2026-05-05

PARKER-HANNIFIN CORP

-6.85%

Shares462

Event2026-03-31

Filed2026-05-05

JEPQ

J P MORGAN EXCHANGE TRADED F

1.73%

Shares7.4K

Event2026-03-31

Filed2026-05-05

GLW

CORNING INC

13.24%

Shares3.0K

Event2026-03-31

Filed2026-05-05

BOEING CO

12.05%

Shares2.0K

Event2026-03-31

Filed2026-05-05

MCK

MCKESSON CORP

6.09%

Shares470

Event2026-03-31

Filed2026-05-05

RSPE

INVESCO EXCH TRADED FD TR II

0.40%

Shares13.7K

Event2026-03-31

Filed2026-05-05

GILD

GILEAD SCIENCES INC

8.46%

Shares2.9K

Event2026-03-31

Filed2026-05-05

SOUTHERN CO

7.07%

Shares4.2K

Event2026-03-31

Filed2026-05-05

ADP

AUTOMATIC DATA PROCESSING IN

2.29%

Shares2.0K

Event2026-03-31

Filed2026-05-05

GENM

SPINNAKER ETF SERIES

New

Shares36.5K

Event2026-03-31

Filed2026-05-05

IAUM

ISHARES GOLD TR

New

Shares8.0K

Event2026-03-31

Filed2026-05-05

DFAX

DIMENSIONAL ETF TRUST

8.31%

Shares10.9K

Event2026-03-31

Filed2026-05-05

IXUS

ISHARES TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-05

IWD

ISHARES TR

-6.96%

Shares1.7K

Event2026-03-31

Filed2026-05-05

BRO

BROWN & BROWN INC

5.90%

Shares5.6K

Event2026-03-31

Filed2026-05-05

ITOT

ISHARES TR

13.11%

Shares2.5K

Event2026-03-31

Filed2026-05-05

ADI

ANALOG DEVICES INC

10.39%

Shares1.1K

Event2026-03-31

Filed2026-05-05

LMT

LOCKHEED MARTIN CORP

17.07%

Shares576

Event2026-03-31

Filed2026-05-05

CRWD

CROWDSTRIKE HLDGS INC

-16.43%

Shares870

Event2026-03-31

Filed2026-05-05

MPWR

MONOLITHIC PWR SYS INC

-48.84%

Shares310

Event2026-03-31

Filed2026-05-05

EVERSOURCE ENERGY

-0.02%

Shares4.8K

Event2026-03-31

Filed2026-05-05

VEU

VANGUARD INTL EQUITY INDEX F

0.02%

Shares4.3K

Event2026-03-31

Filed2026-05-05

HCA

HCA HEALTHCARE INC

-8.68%

Shares684

Event2026-03-31

Filed2026-05-05

CRM

SALESFORCE INC

27.92%

Shares1.7K

Event2026-03-31

Filed2026-05-05

DHR

DANAHER CORP DEL

-45.66%

Shares1.7K

Event2026-03-31

Filed2026-05-05

CEG

CONSTELLATION ENERGY CORP

36.52%

Shares1.1K

Event2026-03-31

Filed2026-05-05

BMY

BRISTOL-MYERS SQUIBB CO

2.81%

Shares5.1K

Event2026-03-31

Filed2026-05-05

COF

CAPITAL ONE FINL CORP

-5.97%

Shares1.7K

Event2026-03-31

Filed2026-05-05

GRID

FIRST TR EXCHANGE-TRADED FD

6.53%

Shares1.9K

Event2026-03-31

Filed2026-05-05

WFC

WELLS FARGO & CO

-4.60%

Shares3.8K

Event2026-03-31

Filed2026-05-05

ISHARES GOLD TR

3.08%

Shares3.4K

Event2026-03-31

Filed2026-05-05

IJR

ISHARES TR

-5.00%

Shares2.4K

Event2026-03-31

Filed2026-05-05

HIG

HARTFORD INSURANCE GROUP INC

-0.49%

Shares2.2K

Event2026-03-31

Filed2026-05-05

NSC

NORFOLK SOUTHN CORP

-4.19%

Shares1.0K

Event2026-03-31

Filed2026-05-05

SEAGATE TECHNOLOGY HLDNGS PL

2.48%

Shares745

Event2026-03-31

Filed2026-05-05

SHW

SHERWIN WILLIAMS CO

43.81%

Shares906

Event2026-03-31

Filed2026-05-05

EATON CORP PLC

10.96%

Shares810

Event2026-03-31

Filed2026-05-05

COLGATE PALMOLIVE CO

New

Shares3.4K

Event2026-03-31

Filed2026-05-05

ABT

ABBOTT LABORATORIES

-4.38%

Shares2.7K

Event2026-03-31

Filed2026-05-05

CENCORA INC

-25.29%

Shares889

Event2026-03-31

Filed2026-05-05

PWR

QUANTA SVCS INC

New

Shares507

Event2026-03-31

Filed2026-05-05

CLIP

GLOBAL X FDS

-99.23%

Shares2.7K

Event2026-03-31

Filed2026-05-05

ADM

ARCHER DANIELS MIDLAND CO

0.56%

Shares3.8K

Event2026-03-31

Filed2026-05-05

TRANE TECHNOLOGIES PLC

5.30%

Shares656

Event2026-03-31

Filed2026-05-05

LOW

LOWES COS INC

-1.11%

Shares1.2K

Event2026-03-31

Filed2026-05-05

USB

US BANCORP

6.65%

Shares5.2K

Event2026-03-31

Filed2026-05-05

GENERAL DYNAMICS CORP

6.44%

Shares793

Event2026-03-31

Filed2026-05-05

DFUS

DIMENSIONAL ETF TRUST

0.26%

Shares3.8K

Event2026-03-31

Filed2026-05-05

NOC

NORTHROP GRUMMAN CORP

3.39%

Shares397

Event2026-03-31

Filed2026-05-05

INTU

INTUIT

-61.48%

Shares621

Event2026-03-31

Filed2026-05-05

SHYG

ISHARES TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-05

WDC

WESTERN DIGITAL CORP

New

Shares983

Event2026-03-31

Filed2026-05-05

SYK

STRYKER CORPORATION

New

Shares802

Event2026-03-31

Filed2026-05-05

DELL

DELL TECHNOLOGIES INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-05

ROST

ROSS STORES INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-05

SHOP

SHOPIFY INC

-16.99%

Shares2.2K

Event2026-03-31

Filed2026-05-05

SCHW

SCHWAB CHARLES CORP

-61.63%

Shares2.8K

Event2026-03-31

Filed2026-05-05

CPRJ

CALAMOS ETF TR

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-05

SCHB

SCHWAB STRATEGIC TR

0.06%

Shares10.2K

Event2026-03-31

Filed2026-05-05

ETFS GOLD TR

-24.95%

Shares5.7K

Event2026-03-31

Filed2026-05-05

HWM

HOWMET AEROSPACE INC

5.45%

Shares1.1K

Event2026-03-31

Filed2026-05-05

WBD

WARNER BROS DISCOVERY INC

0.17%

Shares9.2K

Event2026-03-31

Filed2026-05-05

UBER

UBER TECHNOLOGIES INC

-54.95%

Shares3.5K

Event2026-03-31

Filed2026-05-05

SKYY

FIRST TR EXCHANGE-TRADED FD

-1.55%

Shares2.3K

Event2026-03-31

Filed2026-05-05

MEDTRONIC PLC

-71.56%

Shares2.9K

Event2026-03-31

Filed2026-05-05

BLACKROCK INC

-48.82%

Shares260

Event2026-03-31

Filed2026-05-05

MPC

MARATHON PETE CORP

New

Shares1.0K

Event2026-03-31

Filed2026-05-05

VLO

VALERO ENERGY CORP

New

Shares989

Event2026-03-31

Filed2026-05-05

FDVV

FIDELITY COVINGTON TRUST

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-05

SNPS

SYNOPSYS INC

New

Shares609

Event2026-03-31

Filed2026-05-05

BLACKSTONE INC

-1.66%

Shares2.1K

Event2026-03-31

Filed2026-05-05

ETR

ENTERGY CORP NEW

New

Shares2.1K

Event2026-03-31

Filed2026-05-05

EOG

EOG RES INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-05

PSX

PHILLIPS 66

New

Shares1.3K

Event2026-03-31

Filed2026-05-05

ARISTA NETWORKS INC

9.33%

Shares1.9K

Event2026-03-31

Filed2026-05-05

PGR

PROGRESSIVE CORP

-58.24%

Shares1.1K

Event2026-03-31

Filed2026-05-05

SPOT

SPOTIFY TECHNOLOGY S A

-54.79%

Shares463

Event2026-03-31

Filed2026-05-05

DOMINION ENERGY INC

New

Shares3.6K

Event2026-03-31

Filed2026-05-05

SUSA

ISHARES TR

0.18%

Shares1.7K

Event2026-03-31

Filed2026-05-05

UNM

UNUM GROUP

2.97%

Shares3.0K

Event2026-03-31

Filed2026-05-05

MMC

MARSH & MCLENNAN COS INC

New

Shares1.3K

Event2026-03-31

Filed2026-05-05

PLD

PROLOGIS INC.

New

Shares1.6K

Event2026-03-31

Filed2026-05-05

MSTR

STRATEGY INC

6.54%

Shares1.7K

Event2026-03-31

Filed2026-05-05

CBRE

CBRE GROUP INC

3.25%

Shares1.6K

Event2026-03-31

Filed2026-05-05

ACCENTURE PLC IRELAND

-18.86%

Shares1.1K

Event2026-03-31

Filed2026-05-05

DFUV

DIMENSIONAL ETF TRUST

0.25%

Shares4.4K

Event2026-03-31

Filed2026-05-05

COP

CONOCOPHILLIPS

New

Shares1.6K

Event2026-03-31

Filed2026-05-05

APG

API GROUP CORP

-0.34%

Shares5.2K

Event2026-03-31

Filed2026-05-05

CDNS

CADENCE DESIGN SYSTEM INC

-64.56%

Shares758

Event2026-03-31

Filed2026-05-05

EDWARDS LIFESCIENCES CORP

7.35%

Shares2.6K

Event2026-03-31

Filed2026-05-05

CRPT

FIRST TR EXCHNG TRADED FD VI

0.17%

Shares18.0K

Event2026-03-31

Filed2026-05-05

APA CORPORATION

New

Shares4.9K

Event2026-03-31

Filed2026-05-05

IJH

ISHARES TR

0.07%

Shares3.0K

Event2026-03-31

Filed2026-05-05

CMCSA

COMCAST CORP NEW

-69.52%

Shares7.1K

Event2026-03-31

Filed2026-05-05

TORONTO DOMINION BK ONT

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-05

GWW

WW GRAINGER INC

New

Shares185

Event2026-03-31

Filed2026-05-05

BKNG

BOOKING HOLDINGS INC

-7.69%

Shares48

Event2026-03-31

Filed2026-05-05

QYLD

GLOBAL X FDS

9.70%

Shares11.3K

Event2026-03-31

Filed2026-05-05

FORD MTR CO

New

Shares11.4K

Event2026-03-31

Filed2026-05-05

READY CAPITAL CORP

1.23%

Shares23.7K

Event2026-03-31

Filed2026-05-05

REDFIN CORP

New

Shares10.0K

Event2026-03-31

Filed2026-05-05

Call Option Holdings

COST Call CallCOSTCO WHOLESALE CORPORATION300 sharesnew addition2026-03-312026-05-05

MU Call CallMICRON TECHNOLOGY INC300 sharesnew addition2026-03-312026-05-05

AAPL Call CallAPPLE INC100 shares-99.12%2026-03-312026-05-05

COST Call

COSTCO WHOLESALE CORPORATION

New

Shares300

Event2026-03-31

Filed2026-05-05

MU Call

MICRON TECHNOLOGY INC

New

Shares300

Event2026-03-31

Filed2026-05-05

AAPL Call

APPLE INC

-99.12%

Shares100

Event2026-03-31

Filed2026-05-05

Put Option Holdings

No put option holdings data available