Sponsored

The Analysis of MRA Advisory Group's Holdings & P&L

Currently, MRA Advisory Group holds 140 types of securities in its portfolio with a total value $245.0M. In the most recent quarter, they have increased their positions in EWY (+51.8K shares, valued at $6.4M), ISCG (+109.8K shares, valued at $6.0M), VWOB (+85.0K shares, valued at $5.6M); decreased their positions in IVV (-8.3K shares, valued at $5.5M), QQQE (-52.1K shares, valued at $5.1M), LMBS (-87.2K shares, valued at $4.3M); initiated new positions in ISCG (+109.8K shares, valued at $6.0M), VWOB (+85.0K shares, valued at $5.6M), PFS (+29.3K shares, valued at $619.1K).

1M P&L

+2.9M+1.16%

3M P&L

+3.7M+1.47%

HY P&L

+20.5M+8.88%

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/A172.7M

72.5%

2Software - Infrastructure6.4M

2.7%

3Semiconductors4.7M

2.0%

Top Industries by Stock Count

1N/A58 stocks

44.6%

2Drug Manufacturers - General5 stocks

3.8%

3Aerospace & Defense5 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VGK VANGUARD INTL EQUITY INDEX F192.8K shares1.62%2026-03-312026-04-22

DJD INVESCO EXCHANGE TRADED FD T248.9K shares0.69%2026-03-312026-04-22

JAAA JANUS DETROIT STR TR242.4K shares6.77%2026-03-312026-04-22

BOND PIMCO ETF TR116.5K shares7.76%2026-03-312026-04-22

SRLN SSGA ACTIVE ETF TR252.8K shares5.55%2026-03-312026-04-22

QUAL ISHARES TR51.1K shares4.07%2026-03-312026-04-22

ITA ISHARES TR37.6K shares-0.11%2026-03-312026-04-22

IVV ISHARES TR11.7K shares-41.69%2026-03-312026-04-22

Sponsored

LMBS FIRST TR EXCHANGE-TRADED FD145.7K shares-37.44%2026-03-312026-04-22

QQQE DIREXION SHARES ETF TRUST72.0K shares-42.01%2026-03-312026-04-22

EWY ISHARES INC54.7K shares1746.71%2026-03-312026-04-22

GDXJ VANECK ETF TRUST55.3K shares-6.11%2026-03-312026-04-22

KBE SPDR SERIES TRUST107.4K shares-5.99%2026-03-312026-04-22

ISCG ISHARES TR109.8K sharesnew addition2026-03-312026-04-22

VWOB VANGUARD WHITEHALL FDS85.0K sharesnew addition2026-03-312026-04-22

XLE SELECT SECTOR SPDR TR85.2K shares-8.70%2026-03-312026-04-22

Sponsored

VPU VANGUARD WORLD FD24.3K shares10.49%2026-03-312026-04-22

AIRR FIRST TR EXCHANGE TRADED FD43.0K shares-6.11%2026-03-312026-04-22

MSFT MICROSOFT CORP12.8K shares3.63%2026-03-312026-04-22

PAVE GLOBAL X FDS88.8K shares-0.22%2026-03-312026-04-22

AAPL APPLE INC17.7K shares0.01%2026-03-312026-04-22

NVDA NVIDIA CORPORATION24.8K shares7.12%2026-03-312026-04-22

META META PLATFORMS INC6.4K shares4.31%2026-03-312026-04-22

AMZN AMAZON COM INC16.2K shares2.23%2026-03-312026-04-22

Sponsored

ALPHABET INC ALPHABET INC9.5K shares2.20%2026-03-312026-04-22

EVT EATON VANCE TAX ADVT DIV INC87.4K shares1.17%2026-03-312026-04-22

KTOS KRATOS DEFENSE & SEC SOLUTIO28.9K shares-0.30%2026-03-312026-04-22

VRT VERTIV HOLDINGS CO7.3K shares3.82%2026-03-312026-04-22

HYDW DBX ETF TR38.6K shares48.66%2026-03-312026-04-22

PHYL PGIM ETF TR51.7K shares47.23%2026-03-312026-04-22

WMT WALMART INC14.1K shares0.24%2026-03-312026-04-22

LITE LUMENTUM HLDGS INC2.4K shares-9.19%2026-03-312026-04-22

Sponsored

JPM JPMORGAN CHASE & CO5.7K shares2.58%2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INC11.3K shares9.73%2026-03-312026-04-22

PDI PIMCO DYNAMIC INCOME FD94.8K shares3.21%2026-03-312026-04-22

BROADCOM INC BROADCOM INC5.2K shares1.94%2026-03-312026-04-22

AXON AXON ENTERPRISE INC3.6K shares8.48%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T2.2K shares-6.01%2026-03-312026-04-22

APLD APPLIED DIGITAL CORP53.5K shares-1.41%2026-03-312026-04-22

NPO ENPRO INC4.9K shares13.21%2026-03-312026-04-22

Sponsored

MOD MODINE MFG CO5.6K shares-3.30%2026-03-312026-04-22

OKLO OKLO INC24.1K shares15.39%2026-03-312026-04-22

XOM EXXON MOBIL CORP7.0K shares1.58%2026-03-312026-04-22

CAT CATERPILLAR INC1.5K shares-4.18%2026-03-312026-04-22

NFLX NETFLIX INC.10.9K shares15.54%2026-03-312026-04-22

GH GUARDANT HEALTH INC11.3K shares6.83%2026-03-312026-04-22

PEG PUBLIC SVC ENTERPRISE GROUP12.5K shares0.07%2026-03-312026-04-22

LLY ELI LILLY & CO1.0K shares4.56%2026-03-312026-04-22

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F16.3K shares2.43%2026-03-312026-04-22

CRS CARPENTER TECHNOLOGY CORP1.9K shares7.44%2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC2.8K shares0.04%2026-03-312026-04-22

BE BLOOM ENERGY CORP5.4K shares4.55%2026-03-312026-04-22

TSLA TESLA INC1.9K shares7.72%2026-03-312026-04-22

HTD HANCOCK JOHN TAX-ADVANTAGED27.6K shares-0.94%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON2.8K shares-0.11%2026-03-312026-04-22

CEG CONSTELLATION ENERGY CORP2.4K shares22.22%2026-03-312026-04-22

Sponsored

MA MASTERCARD INCORPORATED1.3K shares0.85%2026-03-312026-04-22

PFS PROVIDENT FINL SVCS INC29.3K sharesnew addition2026-03-312026-04-22

WFC WELLS FARGO & CO7.7K shares5.73%2026-03-312026-04-22

TTWO TAKE-TWO INTERACTIVE SOFTWAR3.0K shares15.54%2026-03-312026-04-22

CVNA CARVANA CO1.9K shares4.94%2026-03-312026-04-22

ABBV ABBVIE INC2.7K shares-0.74%2026-03-312026-04-22

V VISA INC1.9K shares1.59%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC11.2K shares0.27%2026-03-312026-04-22

Sponsored

SMR NUSCALE PWR CORP51.4K shares28.71%2026-03-312026-04-22

WGS GENEDX HOLDINGS CORP8.6K shares33.31%2026-03-312026-04-22

TKO TKO GROUP HOLDINGS INC2.7K shares7.21%2026-03-312026-04-22

FTSL FIRST TR EXCHANGE-TRADED FD11.5K shares0.97%2026-03-312026-04-22

HALO HALOZYME THERAPEUTICS INC7.8K shares6.06%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION495 shares0.61%2026-03-312026-04-22

GE AEROSPACE GE AEROSPACE1.7K shares5.93%2026-03-312026-04-22

ALPHABET INC ALPHABET INC1.7K shares27.02%2026-03-312026-04-22

Sponsored

DOCS DOXIMITY INC20.4K shares29.11%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS2.0K shares-4.08%2026-03-312026-04-22

RIOT RIOT PLATFORMS INC37.5K shares7.51%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR776 shares-0.13%2026-03-312026-04-22

APH AMPHENOL CORP3.5K shares10.35%2026-03-312026-04-22

LRN STRIDE INC5.1K shares-0.08%2026-03-312026-04-22

IYH ISHARES TR6.9K shares0.07%2026-03-312026-04-22

SMH VANECK ETF TRUST1.1K shares-2.91%2026-03-312026-04-22

Sponsored

MDLZ MONDELEZ INTL INC7.0K shares0.75%2026-03-312026-04-22

T AT&T INC13.7K shares0.39%2026-03-312026-04-22

CVX CHEVRON CORPORATION1.9K shares0.16%2026-03-312026-04-22

DSI ISHARES TR3.1K shares1.33%2026-03-312026-04-22

IRTC IRHYTHM HOLDINGS INC3.2K shares15.93%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC3.1K shares0.76%2026-03-312026-04-22

HD HOME DEPOT INC1.1K shares-7.39%2026-03-312026-04-22

SHYG ISHARES TR8.5K shares0.36%2026-03-312026-04-22

Sponsored

PGR PROGRESSIVE CORP1.7K shares6.53%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP556 shares0.36%2026-03-312026-04-22

Z ZILLOW GROUP INC8.1K shares18.85%2026-03-312026-04-22

SPYX SPDR SERIES TRUST6.2K shares0.00%2026-03-312026-04-22

GLD SPDR GOLD TR765 shares8.20%2026-03-312026-04-22

ADI ANALOG DEVICES INC1.0K shares0.39%2026-03-312026-04-22

PTL NORTHERN LTS FD TR IV1.3K shares26.62%2026-03-312026-04-22

CSCO CISCO SYS INC4.2K shares-0.31%2026-03-312026-04-22

Sponsored

FEZ SPDR INDEX SHS FDS5.2K shares9.99%2026-03-312026-04-22

PG PROCTER & GAMBLE CO2.2K shares0.14%2026-03-312026-04-22

IVW ISHARES TR2.8K shares0.04%2026-03-312026-04-22

RTX RTX CORPORATION1.6K shares-0.44%2026-03-312026-04-22

KO COCA COLA CO4.0K shares1.06%2026-03-312026-04-22

CMCSA COMCAST CORP NEW10.2K shares0.00%2026-03-312026-04-22

TJX TJX COS INC NEW1.8K shares0.96%2026-03-312026-04-22

AMGN AMGEN INC802 shares0.25%2026-03-312026-04-22

Sponsored

DE DEERE & CO500 shares1.63%2026-03-312026-04-22

FGDL FRANKLIN TEMPLETON HOLDINGS4.4K shares-24.62%2026-03-312026-04-22

GDV GABELLI DIVID & INCOME TR10.1K shares0.63%2026-03-312026-04-22

IBD NORTHERN LTS FD TR IV11.2K sharesnew addition2026-03-312026-04-22

BAC BANK AMERICA CORP5.5K shares3.88%2026-03-312026-04-22

UPS UNITED PARCEL SVCS INC2.7K shares-1.93%2026-03-312026-04-22

VYM VANGUARD WHITEHALL FDS1.8K shares0.00%2026-03-312026-04-22

DUOL DUOLINGO INC2.6K shares33.62%2026-03-312026-04-22

Sponsored

PWV INVESCO EXCHANGE TRADED FD T3.7K shares0.38%2026-03-312026-04-22

MCD MCDONALDS CORP820 shares0.37%2026-03-312026-04-22

CITIGROUP INC CITIGROUP INC2.2K sharesnew addition2026-03-312026-04-22

PFE PFIZER INC8.7K shares3.18%2026-03-312026-04-22

LAM RESEARCH CORP LAM RESEARCH CORP1.1K sharesnew addition2026-03-312026-04-22

USFR WISDOMTREE TR4.8K shares-36.40%2026-03-312026-04-22

IHYF INVESCO ACTIVELY MANAGED EXC10.6K shares0.41%2026-03-312026-04-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.7K sharesnew addition2026-03-312026-04-22

Sponsored

BIL SPDR SERIES TRUST2.4K shares3.15%2026-03-312026-04-22

USMV ISHARES TR2.3K sharesnew addition2026-03-312026-04-22

HYT BLACKROCK CORPOR HI YLD FD I24.2K shares20.47%2026-03-312026-04-22

BIBL NORTHERN LTS FD TR IV4.3K sharesnew addition2026-03-312026-04-22

IJR ISHARES TR1.6K sharesnew addition2026-03-312026-04-22

MDY STATE STR SPDR S&P MIDCAP 40325 sharesnew addition2026-03-312026-04-22

AVAV AEROVIRONMENT INC1.0K shares0.00%2026-03-312026-04-22

CHW CALAMOS GBL DYN INCOME FUND19.3K shares1.29%2026-03-312026-04-22

Sponsored

HYI WESTERN ASSET HIGH YIELD OPP12.9K shares1.24%2026-03-312026-04-22

BTZ BLACKROCK CR ALLOCATION13.1K shares1.14%2026-03-312026-04-22

NDMO NUVEEN DYNAMIC MUN OPPORTUNI12.7K shares0.99%2026-03-312026-04-22

MFIC MIDCAP FINANCIAL INVSTMNT CO10.8K shares2.75%2026-03-312026-04-22

RQI COHEN & STEERS QUALITY INCOM10.1K shares0.00%2026-03-312026-04-22

NHS NEUBERGER HIGH YIELD ST FD I18.5K shares2.40%2026-03-312026-04-22

HIX WESTERN ASSET HIGH INCOM FD27.1K shares-0.27%2026-03-312026-04-22

IGD VOYA GLBL EQTY DIV & PREM OP16.5K shares2.62%2026-03-312026-04-22

Sponsored

USA LIBERTY ALL STAR EQUITY FD14.3K shares6.01%2026-03-312026-04-22

RCS PIMCO STRATEGIC INCOME FD12.2K shares0.44%2026-03-312026-04-22

PLUG PLUG PWR INC10.3K shares0.00%2026-03-312026-04-22

NEUBERGER HIGH YIELD ST FD I NEUBERGER HIGH YIELD ST FD I18.3K sharesnew addition2026-03-312026-04-22

VGK

VANGUARD INTL EQUITY INDEX F

1.62%

Shares192.8K

Event2026-03-31

Filed2026-04-22

DJD

INVESCO EXCHANGE TRADED FD T

0.69%

Shares248.9K

Event2026-03-31

Filed2026-04-22

JAAA

JANUS DETROIT STR TR

6.77%

Shares242.4K

Event2026-03-31

Filed2026-04-22

BOND

PIMCO ETF TR

7.76%

Shares116.5K

Event2026-03-31

Filed2026-04-22

SRLN

SSGA ACTIVE ETF TR

5.55%

Shares252.8K

Event2026-03-31

Filed2026-04-22

QUAL

ISHARES TR

4.07%

Shares51.1K

Event2026-03-31

Filed2026-04-22

ITA

ISHARES TR

-0.11%

Shares37.6K

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

-41.69%

Shares11.7K

Event2026-03-31

Filed2026-04-22

LMBS

FIRST TR EXCHANGE-TRADED FD

-37.44%

Shares145.7K

Event2026-03-31

Filed2026-04-22

QQQE

DIREXION SHARES ETF TRUST

-42.01%

Shares72.0K

Event2026-03-31

Filed2026-04-22

EWY

ISHARES INC

1746.71%

Shares54.7K

Event2026-03-31

Filed2026-04-22

GDXJ

VANECK ETF TRUST

-6.11%

Shares55.3K

Event2026-03-31

Filed2026-04-22

KBE

SPDR SERIES TRUST

-5.99%

Shares107.4K

Event2026-03-31

Filed2026-04-22

ISCG

ISHARES TR

New

Shares109.8K

Event2026-03-31

Filed2026-04-22

VWOB

VANGUARD WHITEHALL FDS

New

Shares85.0K

Event2026-03-31

Filed2026-04-22

XLE

SELECT SECTOR SPDR TR

-8.70%

Shares85.2K

Event2026-03-31

Filed2026-04-22

VPU

VANGUARD WORLD FD

10.49%

Shares24.3K

Event2026-03-31

Filed2026-04-22

AIRR

FIRST TR EXCHANGE TRADED FD

-6.11%

Shares43.0K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

3.63%

Shares12.8K

Event2026-03-31

Filed2026-04-22

PAVE

GLOBAL X FDS

-0.22%

Shares88.8K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

0.01%

Shares17.7K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

7.12%

Shares24.8K

Event2026-03-31

Filed2026-04-22

META

META PLATFORMS INC

4.31%

Shares6.4K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

2.23%

Shares16.2K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

2.20%

Shares9.5K

Event2026-03-31

Filed2026-04-22

EVT

EATON VANCE TAX ADVT DIV INC

1.17%

Shares87.4K

Event2026-03-31

Filed2026-04-22

KTOS

KRATOS DEFENSE & SEC SOLUTIO

-0.30%

Shares28.9K

Event2026-03-31

Filed2026-04-22

VRT

VERTIV HOLDINGS CO

3.82%

Shares7.3K

Event2026-03-31

Filed2026-04-22

HYDW

DBX ETF TR

48.66%

Shares38.6K

Event2026-03-31

Filed2026-04-22

PHYL

PGIM ETF TR

47.23%

Shares51.7K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

0.24%

Shares14.1K

Event2026-03-31

Filed2026-04-22

LITE

LUMENTUM HLDGS INC

-9.19%

Shares2.4K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

2.58%

Shares5.7K

Event2026-03-31

Filed2026-04-22

PLTR

PALANTIR TECHNOLOGIES INC

9.73%

Shares11.3K

Event2026-03-31

Filed2026-04-22

PDI

PIMCO DYNAMIC INCOME FD

3.21%

Shares94.8K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

1.94%

Shares5.2K

Event2026-03-31

Filed2026-04-22

AXON

AXON ENTERPRISE INC

8.48%

Shares3.6K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

-6.01%

Shares2.2K

Event2026-03-31

Filed2026-04-22

APLD

APPLIED DIGITAL CORP

-1.41%

Shares53.5K

Event2026-03-31

Filed2026-04-22

NPO

ENPRO INC

13.21%

Shares4.9K

Event2026-03-31

Filed2026-04-22

MOD

MODINE MFG CO

-3.30%

Shares5.6K

Event2026-03-31

Filed2026-04-22

OKLO

OKLO INC

15.39%

Shares24.1K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

1.58%

Shares7.0K

Event2026-03-31

Filed2026-04-22

CAT

CATERPILLAR INC

-4.18%

Shares1.5K

Event2026-03-31

Filed2026-04-22

NFLX

NETFLIX INC.

15.54%

Shares10.9K

Event2026-03-31

Filed2026-04-22

GUARDANT HEALTH INC

6.83%

Shares11.3K

Event2026-03-31

Filed2026-04-22

PEG

PUBLIC SVC ENTERPRISE GROUP

0.07%

Shares12.5K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY & CO

4.56%

Shares1.0K

Event2026-03-31

Filed2026-04-22

JEPI

J P MORGAN EXCHANGE TRADED F

2.43%

Shares16.3K

Event2026-03-31

Filed2026-04-22

CRS

CARPENTER TECHNOLOGY CORP

7.44%

Shares1.9K

Event2026-03-31

Filed2026-04-22

UNH

UNITEDHEALTH GROUP INC

0.04%

Shares2.8K

Event2026-03-31

Filed2026-04-22

BLOOM ENERGY CORP

4.55%

Shares5.4K

Event2026-03-31

Filed2026-04-22

TSLA

TESLA INC

7.72%

Shares1.9K

Event2026-03-31

Filed2026-04-22

HTD

HANCOCK JOHN TAX-ADVANTAGED

-0.94%

Shares27.6K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

-0.11%

Shares2.8K

Event2026-03-31

Filed2026-04-22

CEG

CONSTELLATION ENERGY CORP

22.22%

Shares2.4K

Event2026-03-31

Filed2026-04-22

MASTERCARD INCORPORATED

0.85%

Shares1.3K

Event2026-03-31

Filed2026-04-22

PFS

PROVIDENT FINL SVCS INC

New

Shares29.3K

Event2026-03-31

Filed2026-04-22

WFC

WELLS FARGO & CO

5.73%

Shares7.7K

Event2026-03-31

Filed2026-04-22

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

15.54%

Shares3.0K

Event2026-03-31

Filed2026-04-22

CVNA

CARVANA CO

4.94%

Shares1.9K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

-0.74%

Shares2.7K

Event2026-03-31

Filed2026-04-22

VISA INC

1.59%

Shares1.9K

Event2026-03-31

Filed2026-04-22

VERIZON COMMUNICATIONS INC

0.27%

Shares11.2K

Event2026-03-31

Filed2026-04-22

SMR

NUSCALE PWR CORP

28.71%

Shares51.4K

Event2026-03-31

Filed2026-04-22

WGS

GENEDX HOLDINGS CORP

33.31%

Shares8.6K

Event2026-03-31

Filed2026-04-22

TKO

TKO GROUP HOLDINGS INC

7.21%

Shares2.7K

Event2026-03-31

Filed2026-04-22

FTSL

FIRST TR EXCHANGE-TRADED FD

0.97%

Shares11.5K

Event2026-03-31

Filed2026-04-22

HALO

HALOZYME THERAPEUTICS INC

6.06%

Shares7.8K

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHOLESALE CORPORATION

0.61%

Shares495

Event2026-03-31

Filed2026-04-22

GE AEROSPACE

5.93%

Shares1.7K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

27.02%

Shares1.7K

Event2026-03-31

Filed2026-04-22

DOCS

DOXIMITY INC

29.11%

Shares20.4K

Event2026-03-31

Filed2026-04-22

IBM

INTERNATIONAL BUSINESS MACHS

-4.08%

Shares2.0K

Event2026-03-31

Filed2026-04-22

RIOT

RIOT PLATFORMS INC

7.51%

Shares37.5K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

-0.13%

Shares776

Event2026-03-31

Filed2026-04-22

APH

AMPHENOL CORP

10.35%

Shares3.5K

Event2026-03-31

Filed2026-04-22

LRN

STRIDE INC

-0.08%

Shares5.1K

Event2026-03-31

Filed2026-04-22

IYH

ISHARES TR

0.07%

Shares6.9K

Event2026-03-31

Filed2026-04-22

SMH

VANECK ETF TRUST

-2.91%

Shares1.1K

Event2026-03-31

Filed2026-04-22

MDLZ

MONDELEZ INTL INC

0.75%

Shares7.0K

Event2026-03-31

Filed2026-04-22

AT&T INC

0.39%

Shares13.7K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

0.16%

Shares1.9K

Event2026-03-31

Filed2026-04-22

DSI

ISHARES TR

1.33%

Shares3.1K

Event2026-03-31

Filed2026-04-22

IRTC

IRHYTHM HOLDINGS INC

15.93%

Shares3.2K

Event2026-03-31

Filed2026-04-22

MERCK & CO INC

0.76%

Shares3.1K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

-7.39%

Shares1.1K

Event2026-03-31

Filed2026-04-22

SHYG

ISHARES TR

0.36%

Shares8.5K

Event2026-03-31

Filed2026-04-22

PGR

PROGRESSIVE CORP

6.53%

Shares1.7K

Event2026-03-31

Filed2026-04-22

LMT

LOCKHEED MARTIN CORP

0.36%

Shares556

Event2026-03-31

Filed2026-04-22

ZILLOW GROUP INC

18.85%

Shares8.1K

Event2026-03-31

Filed2026-04-22

SPYX

SPDR SERIES TRUST

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-22

GLD

SPDR GOLD TR

8.20%

Shares765

Event2026-03-31

Filed2026-04-22

ADI

ANALOG DEVICES INC

0.39%

Shares1.0K

Event2026-03-31

Filed2026-04-22

PTL

NORTHERN LTS FD TR IV

26.62%

Shares1.3K

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

-0.31%

Shares4.2K

Event2026-03-31

Filed2026-04-22

FEZ

SPDR INDEX SHS FDS

9.99%

Shares5.2K

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

0.14%

Shares2.2K

Event2026-03-31

Filed2026-04-22

IVW

ISHARES TR

0.04%

Shares2.8K

Event2026-03-31

Filed2026-04-22

RTX

RTX CORPORATION

-0.44%

Shares1.6K

Event2026-03-31

Filed2026-04-22

COCA COLA CO

1.06%

Shares4.0K

Event2026-03-31

Filed2026-04-22

CMCSA

COMCAST CORP NEW

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-22

TJX

TJX COS INC NEW

0.96%

Shares1.8K

Event2026-03-31

Filed2026-04-22

AMGN

AMGEN INC

0.25%

Shares802

Event2026-03-31

Filed2026-04-22

DEERE & CO

1.63%

Shares500

Event2026-03-31

Filed2026-04-22

FGDL

FRANKLIN TEMPLETON HOLDINGS

-24.62%

Shares4.4K

Event2026-03-31

Filed2026-04-22

GDV

GABELLI DIVID & INCOME TR

0.63%

Shares10.1K

Event2026-03-31

Filed2026-04-22

IBD

NORTHERN LTS FD TR IV

New

Shares11.2K

Event2026-03-31

Filed2026-04-22

BAC

BANK AMERICA CORP

3.88%

Shares5.5K

Event2026-03-31

Filed2026-04-22

UPS

UNITED PARCEL SVCS INC

-1.93%

Shares2.7K

Event2026-03-31

Filed2026-04-22

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-22

DUOL

DUOLINGO INC

33.62%

Shares2.6K

Event2026-03-31

Filed2026-04-22

PWV

INVESCO EXCHANGE TRADED FD T

0.38%

Shares3.7K

Event2026-03-31

Filed2026-04-22

MCD

MCDONALDS CORP

0.37%

Shares820

Event2026-03-31

Filed2026-04-22

CITIGROUP INC

New

Shares2.2K

Event2026-03-31

Filed2026-04-22

PFE

PFIZER INC

3.18%

Shares8.7K

Event2026-03-31

Filed2026-04-22

LAM RESEARCH CORP

New

Shares1.1K

Event2026-03-31

Filed2026-04-22

USFR

WISDOMTREE TR

-36.40%

Shares4.8K

Event2026-03-31

Filed2026-04-22

IHYF

INVESCO ACTIVELY MANAGED EXC

0.41%

Shares10.6K

Event2026-03-31

Filed2026-04-22

DUKE ENERGY CORP NEW

New

Shares1.7K

Event2026-03-31

Filed2026-04-22

BIL

SPDR SERIES TRUST

3.15%

Shares2.4K

Event2026-03-31

Filed2026-04-22

USMV

ISHARES TR

New

Shares2.3K

Event2026-03-31

Filed2026-04-22

HYT

BLACKROCK CORPOR HI YLD FD I

20.47%

Shares24.2K

Event2026-03-31

Filed2026-04-22

BIBL

NORTHERN LTS FD TR IV

New

Shares4.3K

Event2026-03-31

Filed2026-04-22

IJR

ISHARES TR

New

Shares1.6K

Event2026-03-31

Filed2026-04-22

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares325

Event2026-03-31

Filed2026-04-22

AVAV

AEROVIRONMENT INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-22

CHW

CALAMOS GBL DYN INCOME FUND

1.29%

Shares19.3K

Event2026-03-31

Filed2026-04-22

HYI

WESTERN ASSET HIGH YIELD OPP

1.24%

Shares12.9K

Event2026-03-31

Filed2026-04-22

BTZ

BLACKROCK CR ALLOCATION

1.14%

Shares13.1K

Event2026-03-31

Filed2026-04-22

NDMO

NUVEEN DYNAMIC MUN OPPORTUNI

0.99%

Shares12.7K

Event2026-03-31

Filed2026-04-22

MFIC

MIDCAP FINANCIAL INVSTMNT CO

2.75%

Shares10.8K

Event2026-03-31

Filed2026-04-22

RQI

COHEN & STEERS QUALITY INCOM

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-22

NHS

NEUBERGER HIGH YIELD ST FD I

2.40%

Shares18.5K

Event2026-03-31

Filed2026-04-22

HIX

WESTERN ASSET HIGH INCOM FD

-0.27%

Shares27.1K

Event2026-03-31

Filed2026-04-22

IGD

VOYA GLBL EQTY DIV & PREM OP

2.62%

Shares16.5K

Event2026-03-31

Filed2026-04-22

USA

LIBERTY ALL STAR EQUITY FD

6.01%

Shares14.3K

Event2026-03-31

Filed2026-04-22

RCS

PIMCO STRATEGIC INCOME FD

0.44%

Shares12.2K

Event2026-03-31

Filed2026-04-22

PLUG

PLUG PWR INC

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-22

NEUBERGER HIGH YIELD ST FD I

New

Shares18.3K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

AXON Call CallAXON ENTERPRISE INC500 sharesnew addition2026-03-312026-04-22

AVAV Call CallAEROVIRONMENT INC500 sharesnew addition2026-03-312026-04-22

AXON Call

AXON ENTERPRISE INC

New

Shares500

Event2026-03-31

Filed2026-04-22

AVAV Call

AEROVIRONMENT INC

New

Shares500

Event2026-03-31

Filed2026-04-22

Put Option Holdings

No put option holdings data available