Sponsored

The Analysis of MOSELEY INVESTMENT MANAGEMENT INC's Holdings & P&L

Currently, MOSELEY INVESTMENT MANAGEMENT INC holds 162 types of securities in its portfolio with a total value $313.7M. In the most recent quarter, they have increased their positions in FDL (+74.1K shares, valued at $3.8M), APH (+9.3K shares, valued at $1.2M), IBDW (+23.4K shares, valued at $490.2K); decreased their positions in PEP (-6.2K shares, valued at $969.9K), VZ (-19.1K shares, valued at $957.0K), WM (-3.5K shares, valued at $808.9K); initiated new positions in APH (+9.3K shares, valued at $1.2M), VRT (+1.3K shares, valued at $329.5K), GLW (+1.9K shares, valued at $253.4K).

1M P&L

+9.6M+3.51%

3M P&L

-18.3M-6.05%

HY P&L

-14.6M-4.90%

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/A115.8M

44.0%

2Consumer Electronics17.5M

6.7%

3Semiconductors14.6M

5.6%

Top Industries by Stock Count

1N/A48 stocks

33.6%

2Aerospace & Defense9 stocks

6.3%

3Semiconductors5 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IBTG ISHARES TR842.2K shares2.35%2026-03-312026-04-21

AAPL APPLE INC69.1K shares-2.74%2026-03-312026-04-21

IBTI ISHARES TR720.1K shares2.26%2026-03-312026-04-21

ALPHABET INC ALPHABET INC43.2K shares-0.91%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL21.9K shares0.31%2026-03-312026-04-21

IBDR ISHARES TR427.7K shares4.03%2026-03-312026-04-21

NVDA NVIDIA CORPORATION58.2K shares0.40%2026-03-312026-04-21

BROADCOM INC BROADCOM INC32.1K shares-2.30%2026-03-312026-04-21

Sponsored

AMZN AMAZON COM INC47.5K shares-0.62%2026-03-312026-04-21

BRK.A BERKSHIRE HATHAWAY INC DEL13 shares0.00%2026-03-312026-04-21

EATON CORP PLC EATON CORP PLC23.9K shares-0.13%2026-03-312026-04-21

MSFT MICROSOFT CORP22.4K shares0.54%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS38.0K shares1.45%2026-03-312026-04-21

TSLA TESLA INC20.4K shares1.37%2026-03-312026-04-21

IBDW ISHARES TR355.0K shares7.06%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO18.3K shares-0.24%2026-03-312026-04-21

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD101.8K shares267.17%2026-03-312026-04-21

NEE NEXTERA ENERGY INC45.5K shares-0.36%2026-03-312026-04-21

HD HOME DEPOT INC11.7K shares-1.26%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP6.2K shares0.67%2026-03-312026-04-21

VTI VANGUARD INDEX FDS10.8K shares4.30%2026-03-312026-04-21

VUG VANGUARD INDEX FDS7.9K shares8.69%2026-03-312026-04-21

VIGI VANGUARD WHITEHALL FDS39.0K shares11.17%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC22.9K shares0.08%2026-03-312026-04-21

Sponsored

CGGO CAPITAL GROUP GBL GROWTH EQT98.6K shares5.83%2026-03-312026-04-21

VLO VALERO ENERGY CORP13.2K shares-18.74%2026-03-312026-04-21

IBMS ISHARES TR114.6K shares-4.61%2026-03-312026-04-21

LLY ELI LILLY & CO3.2K shares-3.88%2026-03-312026-04-21

JEPI J P MORGAN EXCHANGE TRADED F49.9K shares7.72%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION2.7K shares-0.52%2026-03-312026-04-21

GEV GE VERNOVA INC3.0K shares1.39%2026-03-312026-04-21

META META PLATFORMS INC4.5K shares1.93%2026-03-312026-04-21

Sponsored

NFLX NETFLIX INC.26.7K shares1.69%2026-03-312026-04-21

IBMO ISHARES TR96.9K shares16.90%2026-03-312026-04-21

AMGN AMGEN INC6.9K shares0.48%2026-03-312026-04-21

CVX CHEVRON CORPORATION10.4K shares-11.72%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS14.5K shares-0.62%2026-03-312026-04-21

V VISA INC7.0K shares2.55%2026-03-312026-04-21

HON HONEYWELL INTL INC9.2K shares-0.64%2026-03-312026-04-21

QCOM QUALCOMM INC15.7K shares-3.77%2026-03-312026-04-21

Sponsored

VYMI VANGUARD WHITEHALL FDS19.9K shares12.63%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC4.8K shares-0.40%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC8.9K shares-0.96%2026-03-312026-04-21

VGT VANGUARD WORLD FD2.4K shares-6.64%2026-03-312026-04-21

ABBV ABBVIE INC7.8K shares-2.39%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON6.4K shares0.42%2026-03-312026-04-21

BN BROOKFIELD CORP38.7K shares0.00%2026-03-312026-04-21

ALPHABET INC ALPHABET INC5.4K shares1.59%2026-03-312026-04-21

Sponsored

EPD ENTERPRISE PRODS PARTNERS L38.6K shares-0.10%2026-03-312026-04-21

VT VANGUARD INTL EQUITY INDEX F10.2K shares30.13%2026-03-312026-04-21

AXON AXON ENTERPRISE INC3.3K shares3.61%2026-03-312026-04-21

MELI MERCADOLIBRE INC787 shares-2.84%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW10.2K shares4.82%2026-03-312026-04-21

BLACKSTONE INC BLACKSTONE INC11.5K shares-5.63%2026-03-312026-04-21

ALSN ALLISON TRANSMISSION HLDGS I11.1K shares0.00%2026-03-312026-04-21

PEP PEPSICO INC8.4K shares-42.78%2026-03-312026-04-21

Sponsored

WMT WALMART INC10.4K shares2.45%2026-03-312026-04-21

APH AMPHENOL CORP9.3K sharesnew addition2026-03-312026-04-21

JBL JABIL INC4.1K shares0.00%2026-03-312026-04-21

XOM EXXON MOBIL CORP6.4K shares-1.04%2026-03-312026-04-21

ISRG INTUITIVE SURGICAL INC2.2K shares0.78%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR1.7K shares3.54%2026-03-312026-04-21

SCHW SCHWAB CHARLES CORP10.4K shares0.00%2026-03-312026-04-21

DIS DISNEY WALT CO9.6K shares-13.95%2026-03-312026-04-21

Sponsored

PG PROCTER & GAMBLE CO6.4K shares-1.84%2026-03-312026-04-21

BCPC BALCHEM CORP5.4K shares0.00%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T1.3K shares0.00%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC16.9K shares-53.05%2026-03-312026-04-21

BWXT BWX TECHNOLOGIES INC4.0K shares3.61%2026-03-312026-04-21

MEDTRONIC PLC MEDTRONIC PLC8.7K shares-4.28%2026-03-312026-04-21

O REALTY INCOME CORP11.2K shares-4.32%2026-03-312026-04-21

J JACOBS SOLUTIONS INC5.4K shares-1.48%2026-03-312026-04-21

Sponsored

XT ISHARES TR9.9K shares1.08%2026-03-312026-04-21

SPGI S&P GLOBAL INC1.6K shares0.00%2026-03-312026-04-21

MA MASTERCARD INCORPORATED1.3K shares0.00%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS1.0K shares0.58%2026-03-312026-04-21

SPTM SPDR SERIES TRUST7.9K shares4.71%2026-03-312026-04-21

SOFI SOFI TECHNOLOGIES INC38.7K shares0.29%2026-03-312026-04-21

GLD SPDR GOLD TR1.4K shares8.51%2026-03-312026-04-21

WMB WILLIAMS COS INC8.2K shares0.00%2026-03-312026-04-21

Sponsored

SCHX SCHWAB STRATEGIC TR22.8K shares-2.97%2026-03-312026-04-21

NSA NATIONAL STORAGE AFFILIATES14.1K shares-17.03%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC4.4K shares0.00%2026-03-312026-04-21

LOW LOWES COS INC2.2K shares0.19%2026-03-312026-04-21

VST VISTRA CORP3.4K shares6.36%2026-03-312026-04-21

VTV VANGUARD INDEX FDS2.6K shares-3.32%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS2.1K shares-6.03%2026-03-312026-04-21

EQIX EQUINIX INC502 shares-3.83%2026-03-312026-04-21

Sponsored

AFL AFLAC INC4.2K shares0.74%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC1.7K shares-10.41%2026-03-312026-04-21

VTEB VANGUARD MUN BD FDS9.2K shares-2.29%2026-03-312026-04-21

ASML ASML HLDG NV345 shares1.47%2026-03-312026-04-21

LEU CENTRUS ENERGY CORP2.6K shares-3.25%2026-03-312026-04-21

CALF PACER FDS TR10.1K shares-4.62%2026-03-312026-04-21

BKNG BOOKING HOLDINGS INC104 shares-4.59%2026-03-312026-04-21

SYY SYSCO CORP6.0K shares-1.62%2026-03-312026-04-21

Sponsored

GPIX GOLDMAN SACHS ETF TR8.5K shares-7.42%2026-03-312026-04-21

SHW SHERWIN WILLIAMS CO1.3K shares-6.52%2026-03-312026-04-21

THC TENET HEALTHCARE CORP2.2K shares0.00%2026-03-312026-04-21

TYL TYLER TECHNOLOGIES INC1.2K shares0.00%2026-03-312026-04-21

SCHB SCHWAB STRATEGIC TR16.4K shares0.00%2026-03-312026-04-21

SHOP SHOPIFY INC3.4K shares0.41%2026-03-312026-04-21

SBUX STARBUCKS CORP4.4K shares-9.60%2026-03-312026-04-21

IBIT ISHARES BITCOIN TRUST ETF9.9K shares11.00%2026-03-312026-04-21

Sponsored

SHM SPDR SERIES TRUST8.0K shares-0.01%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares-4.33%2026-03-312026-04-21

SEACOAST BKG CORP FLA SEACOAST BKG CORP FLA12.1K shares0.00%2026-03-312026-04-21

NOC NORTHROP GRUMMAN CORP529 shares0.00%2026-03-312026-04-21

SE SEA LTD4.1K shares-4.39%2026-03-312026-04-21

VRT VERTIV HOLDINGS CO1.3K sharesnew addition2026-03-312026-04-21

NET CLOUDFLARE INC1.6K shares0.00%2026-03-312026-04-21

IBDT ISHARES TR12.6K shares4.92%2026-03-312026-04-21

Sponsored

ALPS ETF TR ALPS ETF TR6.1K shares0.08%2026-03-312026-04-21

WM WASTE MGMT INC DEL1.4K shares-72.06%2026-03-312026-04-21

TDG TRANSDIGM GROUP INC268 shares0.75%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC321 shares0.00%2026-03-312026-04-21

BAC BANK AMERICA CORP6.3K shares2.55%2026-03-312026-04-21

IDXX IDEXX LABS INC545 shares-12.80%2026-03-312026-04-21

CMG CHIPOTLE MEXICAN GRILL INC9.5K shares-30.40%2026-03-312026-04-21

RSST TIDAL TRUST II10.7K shares-1.05%2026-03-312026-04-21

Sponsored

DIA STATE STR SPDR DOW JONES IND645 shares0.00%2026-03-312026-04-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP856 shares0.12%2026-03-312026-04-21

ETHA ISHARES ETHEREUM TR18.1K shares43.01%2026-03-312026-04-21

CAT CATERPILLAR INC396 shares5.88%2026-03-312026-04-21

PHYS SPROTT ASSET MANAGEMENT LP7.9K shares0.00%2026-03-312026-04-21

VNQ VANGUARD INDEX FDS3.1K shares10.27%2026-03-312026-04-21

GLDM WORLD GOLD TR2.8K shares0.00%2026-03-312026-04-21

TXN TEXAS INSTRS INC1.3K shares-5.68%2026-03-312026-04-21

Sponsored

VHT VANGUARD WORLD FD939 shares0.11%2026-03-312026-04-21

TXT TEXTRON INC2.9K shares0.00%2026-03-312026-04-21

GLW CORNING INC1.9K sharesnew addition2026-03-312026-04-21

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.5K shares0.00%2026-03-312026-04-21

RTX RTX CORPORATION1.3K shares0.00%2026-03-312026-04-21

SYK STRYKER CORPORATION742 shares-9.29%2026-03-312026-04-21

LHX L3HARRIS TECHNOLOGIES INC705 shares1.44%2026-03-312026-04-21

AVAV AEROVIRONMENT INC1.3K shares9.49%2026-03-312026-04-21

Sponsored

VPU VANGUARD WORLD FD1.2K shares0.00%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC1.4K shares0.00%2026-03-312026-04-21

WSM WILLIAMS SONOMA INC1.3K shares-2.60%2026-03-312026-04-21

DTD WISDOMTREE TR2.7K shares-3.51%2026-03-312026-04-21

CIBR FIRST TR EXCHANGE-TRADED FD3.8K shares0.00%2026-03-312026-04-21

CSCO CISCO SYS INC3.0K shares0.03%2026-03-312026-04-21

IWM ISHARES TR925 shares0.11%2026-03-312026-04-21

CEG CONSTELLATION ENERGY CORP818 shares-6.83%2026-03-312026-04-21

Sponsored

CSQ CALAMOS STRATEGIC TOTAL RETU13.3K shares-3.63%2026-03-312026-04-21

FAST FASTENAL CO4.9K sharesnew addition2026-03-312026-04-21

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD5.1K shares0.00%2026-03-312026-04-21

PFF ISHARES TR7.4K shares-0.14%2026-03-312026-04-21

IBTH ISHARES TR9.7K shares0.00%2026-03-312026-04-21

VCSH VANGUARD SCOTTSDALE FDS2.7K shares0.15%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR7.0K sharesnew addition2026-03-312026-04-21

NTES NETEASE COM INC1.9K shares-5.00%2026-03-312026-04-21

Sponsored

BSV VANGUARD BD INDEX FDS2.7K sharesnew addition2026-03-312026-04-21

IVV ISHARES TR320 shares-6.16%2026-03-312026-04-21

TMO THERMO FISHER SCIENTIFIC INC425 shares0.00%2026-03-312026-04-21

UNILEVER PLC UNILEVER PLC3.7K shares-2.35%2026-03-312026-04-21

CRM SALESFORCE INC1.1K shares-55.43%2026-03-312026-04-21

MO ALTRIA GROUP INC3.1K sharesnew addition2026-03-312026-04-21

RJF RAYMOND JAMES FINL INC1.4K shares0.00%2026-03-312026-04-21

TJX TJX COS INC NEW1.3K shares-1.60%2026-03-312026-04-21

Sponsored

APP APPLOVIN CORP512 shares0.00%2026-03-312026-04-21

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC2.6K sharesnew addition2026-03-312026-04-21

IBTG

ISHARES TR

2.35%

Shares842.2K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-2.74%

Shares69.1K

Event2026-03-31

Filed2026-04-21

IBTI

ISHARES TR

2.26%

Shares720.1K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-0.91%

Shares43.2K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

0.31%

Shares21.9K

Event2026-03-31

Filed2026-04-21

IBDR

ISHARES TR

4.03%

Shares427.7K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

0.40%

Shares58.2K

Event2026-03-31

Filed2026-04-21

BROADCOM INC

-2.30%

Shares32.1K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

-0.62%

Shares47.5K

Event2026-03-31

Filed2026-04-21

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares13

Event2026-03-31

Filed2026-04-21

EATON CORP PLC

-0.13%

Shares23.9K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

0.54%

Shares22.4K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

1.45%

Shares38.0K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INC

1.37%

Shares20.4K

Event2026-03-31

Filed2026-04-21

IBDW

ISHARES TR

7.06%

Shares355.0K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-0.24%

Shares18.3K

Event2026-03-31

Filed2026-04-21

FDL

FIRST TR EXCHANGE-TRADED FD

267.17%

Shares101.8K

Event2026-03-31

Filed2026-04-21

NEE

NEXTERA ENERGY INC

-0.36%

Shares45.5K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

-1.26%

Shares11.7K

Event2026-03-31

Filed2026-04-21

LMT

LOCKHEED MARTIN CORP

0.67%

Shares6.2K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

4.30%

Shares10.8K

Event2026-03-31

Filed2026-04-21

VUG

VANGUARD INDEX FDS

8.69%

Shares7.9K

Event2026-03-31

Filed2026-04-21

VIGI

VANGUARD WHITEHALL FDS

11.17%

Shares39.0K

Event2026-03-31

Filed2026-04-21

PLTR

PALANTIR TECHNOLOGIES INC

0.08%

Shares22.9K

Event2026-03-31

Filed2026-04-21

CGGO

CAPITAL GROUP GBL GROWTH EQT

5.83%

Shares98.6K

Event2026-03-31

Filed2026-04-21

VLO

VALERO ENERGY CORP

-18.74%

Shares13.2K

Event2026-03-31

Filed2026-04-21

IBMS

ISHARES TR

-4.61%

Shares114.6K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

-3.88%

Shares3.2K

Event2026-03-31

Filed2026-04-21

JEPI

J P MORGAN EXCHANGE TRADED F

7.72%

Shares49.9K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

-0.52%

Shares2.7K

Event2026-03-31

Filed2026-04-21

GEV

GE VERNOVA INC

1.39%

Shares3.0K

Event2026-03-31

Filed2026-04-21

META

META PLATFORMS INC

1.93%

Shares4.5K

Event2026-03-31

Filed2026-04-21

NFLX

NETFLIX INC.

1.69%

Shares26.7K

Event2026-03-31

Filed2026-04-21

IBMO

ISHARES TR

16.90%

Shares96.9K

Event2026-03-31

Filed2026-04-21

AMGN

AMGEN INC

0.48%

Shares6.9K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

-11.72%

Shares10.4K

Event2026-03-31

Filed2026-04-21

VYM

VANGUARD WHITEHALL FDS

-0.62%

Shares14.5K

Event2026-03-31

Filed2026-04-21

VISA INC

2.55%

Shares7.0K

Event2026-03-31

Filed2026-04-21

HON

HONEYWELL INTL INC

-0.64%

Shares9.2K

Event2026-03-31

Filed2026-04-21

QCOM

QUALCOMM INC

-3.77%

Shares15.7K

Event2026-03-31

Filed2026-04-21

VYMI

VANGUARD WHITEHALL FDS

12.63%

Shares19.9K

Event2026-03-31

Filed2026-04-21

CRWD

CROWDSTRIKE HLDGS INC

-0.40%

Shares4.8K

Event2026-03-31

Filed2026-04-21

AMD

ADVANCED MICRO DEVICES INC

-0.96%

Shares8.9K

Event2026-03-31

Filed2026-04-21

VGT

VANGUARD WORLD FD

-6.64%

Shares2.4K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

-2.39%

Shares7.8K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

0.42%

Shares6.4K

Event2026-03-31

Filed2026-04-21

BROOKFIELD CORP

0.00%

Shares38.7K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

1.59%

Shares5.4K

Event2026-03-31

Filed2026-04-21

EPD

ENTERPRISE PRODS PARTNERS L

-0.10%

Shares38.6K

Event2026-03-31

Filed2026-04-21

VANGUARD INTL EQUITY INDEX F

30.13%

Shares10.2K

Event2026-03-31

Filed2026-04-21

AXON

AXON ENTERPRISE INC

3.61%

Shares3.3K

Event2026-03-31

Filed2026-04-21

MELI

MERCADOLIBRE INC

-2.84%

Shares787

Event2026-03-31

Filed2026-04-21

DUKE ENERGY CORP NEW

4.82%

Shares10.2K

Event2026-03-31

Filed2026-04-21

BLACKSTONE INC

-5.63%

Shares11.5K

Event2026-03-31

Filed2026-04-21

ALSN

ALLISON TRANSMISSION HLDGS I

0.00%

Shares11.1K

Event2026-03-31

Filed2026-04-21

PEP

PEPSICO INC

-42.78%

Shares8.4K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

2.45%

Shares10.4K

Event2026-03-31

Filed2026-04-21

APH

AMPHENOL CORP

New

Shares9.3K

Event2026-03-31

Filed2026-04-21

JBL

JABIL INC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

-1.04%

Shares6.4K

Event2026-03-31

Filed2026-04-21

ISRG

INTUITIVE SURGICAL INC

0.78%

Shares2.2K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

3.54%

Shares1.7K

Event2026-03-31

Filed2026-04-21

SCHW

SCHWAB CHARLES CORP

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-21

DIS

DISNEY WALT CO

-13.95%

Shares9.6K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

-1.84%

Shares6.4K

Event2026-03-31

Filed2026-04-21

BCPC

BALCHEM CORP

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

VERIZON COMMUNICATIONS INC

-53.05%

Shares16.9K

Event2026-03-31

Filed2026-04-21

BWXT

BWX TECHNOLOGIES INC

3.61%

Shares4.0K

Event2026-03-31

Filed2026-04-21

MEDTRONIC PLC

-4.28%

Shares8.7K

Event2026-03-31

Filed2026-04-21

REALTY INCOME CORP

-4.32%

Shares11.2K

Event2026-03-31

Filed2026-04-21

JACOBS SOLUTIONS INC

-1.48%

Shares5.4K

Event2026-03-31

Filed2026-04-21

ISHARES TR

1.08%

Shares9.9K

Event2026-03-31

Filed2026-04-21

SPGI

S&P GLOBAL INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-21

MASTERCARD INCORPORATED

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.58%

Shares1.0K

Event2026-03-31

Filed2026-04-21

SPTM

SPDR SERIES TRUST

4.71%

Shares7.9K

Event2026-03-31

Filed2026-04-21

SOFI

SOFI TECHNOLOGIES INC

0.29%

Shares38.7K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

8.51%

Shares1.4K

Event2026-03-31

Filed2026-04-21

WMB

WILLIAMS COS INC

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-21

SCHX

SCHWAB STRATEGIC TR

-2.97%

Shares22.8K

Event2026-03-31

Filed2026-04-21

NSA

NATIONAL STORAGE AFFILIATES

-17.03%

Shares14.1K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-21

LOW

LOWES COS INC

0.19%

Shares2.2K

Event2026-03-31

Filed2026-04-21

VST

VISTRA CORP

6.36%

Shares3.4K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD INDEX FDS

-3.32%

Shares2.6K

Event2026-03-31

Filed2026-04-21

IBM

INTERNATIONAL BUSINESS MACHS

-6.03%

Shares2.1K

Event2026-03-31

Filed2026-04-21

EQIX

EQUINIX INC

-3.83%

Shares502

Event2026-03-31

Filed2026-04-21

AFL

AFLAC INC

0.74%

Shares4.2K

Event2026-03-31

Filed2026-04-21

UNH

UNITEDHEALTH GROUP INC

-10.41%

Shares1.7K

Event2026-03-31

Filed2026-04-21

VTEB

VANGUARD MUN BD FDS

-2.29%

Shares9.2K

Event2026-03-31

Filed2026-04-21

ASML

ASML HLDG NV

1.47%

Shares345

Event2026-03-31

Filed2026-04-21

LEU

CENTRUS ENERGY CORP

-3.25%

Shares2.6K

Event2026-03-31

Filed2026-04-21

CALF

PACER FDS TR

-4.62%

Shares10.1K

Event2026-03-31

Filed2026-04-21

BKNG

BOOKING HOLDINGS INC

-4.59%

Shares104

Event2026-03-31

Filed2026-04-21

SYY

SYSCO CORP

-1.62%

Shares6.0K

Event2026-03-31

Filed2026-04-21

GPIX

GOLDMAN SACHS ETF TR

-7.42%

Shares8.5K

Event2026-03-31

Filed2026-04-21

SHW

SHERWIN WILLIAMS CO

-6.52%

Shares1.3K

Event2026-03-31

Filed2026-04-21

THC

TENET HEALTHCARE CORP

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-21

TYL

TYLER TECHNOLOGIES INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares16.4K

Event2026-03-31

Filed2026-04-21

SHOP

SHOPIFY INC

0.41%

Shares3.4K

Event2026-03-31

Filed2026-04-21

SBUX

STARBUCKS CORP

-9.60%

Shares4.4K

Event2026-03-31

Filed2026-04-21

IBIT

ISHARES BITCOIN TRUST ETF

11.00%

Shares9.9K

Event2026-03-31

Filed2026-04-21

SHM

SPDR SERIES TRUST

-0.01%

Shares8.0K

Event2026-03-31

Filed2026-04-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-4.33%

Shares1.1K

Event2026-03-31

Filed2026-04-21

SEACOAST BKG CORP FLA

0.00%

Shares12.1K

Event2026-03-31

Filed2026-04-21

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares529

Event2026-03-31

Filed2026-04-21

SEA LTD

-4.39%

Shares4.1K

Event2026-03-31

Filed2026-04-21

VRT

VERTIV HOLDINGS CO

New

Shares1.3K

Event2026-03-31

Filed2026-04-21

NET

CLOUDFLARE INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-21

IBDT

ISHARES TR

4.92%

Shares12.6K

Event2026-03-31

Filed2026-04-21

ALPS ETF TR

0.08%

Shares6.1K

Event2026-03-31

Filed2026-04-21

WASTE MGMT INC DEL

-72.06%

Shares1.4K

Event2026-03-31

Filed2026-04-21

TDG

TRANSDIGM GROUP INC

0.75%

Shares268

Event2026-03-31

Filed2026-04-21

BLACKROCK INC

0.00%

Shares321

Event2026-03-31

Filed2026-04-21

BAC

BANK AMERICA CORP

2.55%

Shares6.3K

Event2026-03-31

Filed2026-04-21

IDXX

IDEXX LABS INC

-12.80%

Shares545

Event2026-03-31

Filed2026-04-21

CMG

CHIPOTLE MEXICAN GRILL INC

-30.40%

Shares9.5K

Event2026-03-31

Filed2026-04-21

RSST

TIDAL TRUST II

-1.05%

Shares10.7K

Event2026-03-31

Filed2026-04-21

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares645

Event2026-03-31

Filed2026-04-21

GENERAL DYNAMICS CORP

0.12%

Shares856

Event2026-03-31

Filed2026-04-21

ETHA

ISHARES ETHEREUM TR

43.01%

Shares18.1K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

5.88%

Shares396

Event2026-03-31

Filed2026-04-21

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares7.9K

Event2026-03-31

Filed2026-04-21

VNQ

VANGUARD INDEX FDS

10.27%

Shares3.1K

Event2026-03-31

Filed2026-04-21

GLDM

WORLD GOLD TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-21

TXN

TEXAS INSTRS INC

-5.68%

Shares1.3K

Event2026-03-31

Filed2026-04-21

VHT

VANGUARD WORLD FD

0.11%

Shares939

Event2026-03-31

Filed2026-04-21

TXT

TEXTRON INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-21

GLW

CORNING INC

New

Shares1.9K

Event2026-03-31

Filed2026-04-21

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-21

RTX

RTX CORPORATION

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

SYK

STRYKER CORPORATION

-9.29%

Shares742

Event2026-03-31

Filed2026-04-21

LHX

L3HARRIS TECHNOLOGIES INC

1.44%

Shares705

Event2026-03-31

Filed2026-04-21

AVAV

AEROVIRONMENT INC

9.49%

Shares1.3K

Event2026-03-31

Filed2026-04-21

VPU

VANGUARD WORLD FD

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

PHILIP MORRIS INTL INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

WSM

WILLIAMS SONOMA INC

-2.60%

Shares1.3K

Event2026-03-31

Filed2026-04-21

DTD

WISDOMTREE TR

-3.51%

Shares2.7K

Event2026-03-31

Filed2026-04-21

CIBR

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYS INC

0.03%

Shares3.0K

Event2026-03-31

Filed2026-04-21

IWM

ISHARES TR

0.11%

Shares925

Event2026-03-31

Filed2026-04-21

CEG

CONSTELLATION ENERGY CORP

-6.83%

Shares818

Event2026-03-31

Filed2026-04-21

CSQ

CALAMOS STRATEGIC TOTAL RETU

-3.63%

Shares13.3K

Event2026-03-31

Filed2026-04-21

FAST

FASTENAL CO

New

Shares4.9K

Event2026-03-31

Filed2026-04-21

BROOKFIELD ASSET MANAGMT LTD

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-21

PFF

ISHARES TR

-0.14%

Shares7.4K

Event2026-03-31

Filed2026-04-21

IBTH

ISHARES TR

0.00%

Shares9.7K

Event2026-03-31

Filed2026-04-21

VCSH

VANGUARD SCOTTSDALE FDS

0.15%

Shares2.7K

Event2026-03-31

Filed2026-04-21

SCHD

SCHWAB STRATEGIC TR

New

Shares7.0K

Event2026-03-31

Filed2026-04-21

NTES

NETEASE COM INC

-5.00%

Shares1.9K

Event2026-03-31

Filed2026-04-21

BSV

VANGUARD BD INDEX FDS

New

Shares2.7K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

-6.16%

Shares320

Event2026-03-31

Filed2026-04-21

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares425

Event2026-03-31

Filed2026-04-21

UNILEVER PLC

-2.35%

Shares3.7K

Event2026-03-31

Filed2026-04-21

CRM

SALESFORCE INC

-55.43%

Shares1.1K

Event2026-03-31

Filed2026-04-21

ALTRIA GROUP INC

New

Shares3.1K

Event2026-03-31

Filed2026-04-21

RJF

RAYMOND JAMES FINL INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

TJX

TJX COS INC NEW

-1.60%

Shares1.3K

Event2026-03-31

Filed2026-04-21

APP

APPLOVIN CORP

0.00%

Shares512

Event2026-03-31

Filed2026-04-21

SOLSTICE ADVANCED MATLS INC

New

Shares2.6K

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

MSFT Put PutMICROSOFT CORP400 sharesnew addition2026-03-312026-04-21

MSFT Put

MICROSOFT CORP

New

Shares400

Event2026-03-31

Filed2026-04-21