Sponsored

The Analysis of Narwhal Capital Management's Holdings & P&L

Currently, Narwhal Capital Management holds 168 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in N/A (+99.4K shares, valued at $6.5M), ICE (+35.1K shares, valued at $5.5M), NFLX (+39.1K shares, valued at $3.8M); decreased their positions in NOC (-3.1K shares, valued at $2.1M), V (-5.5K shares, valued at $1.7M), LHX (-4.6K shares, valued at $1.6M); initiated new positions in N/A (+99.4K shares, valued at $6.5M), VGLT (+8.2K shares, valued at $455.8K), RF (+14.2K shares, valued at $370.1K).

1M P&L

-4.3M-0.35%

3M P&L

+7.5M+0.62%

HY P&L

+60.8M+5.26%

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/A243.0M

21.8%

2Semiconductors118.0M

10.6%

3Consumer Electronics70.9M

6.4%

Top Industries by Stock Count

1N/A54 stocks

35.8%

2Semiconductors7 stocks

4.6%

3Aerospace & Defense6 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR211.6K shares0.48%2026-03-312026-04-24

NVDA NVIDIA CORPORATION499.5K shares0.27%2026-03-312026-04-24

ALPHABET INC ALPHABET INC285.5K shares0.36%2026-03-312026-04-24

AAPL APPLE INC279.6K shares1.24%2026-03-312026-04-24

MSFT MICROSOFT CORP164.1K shares1.70%2026-03-312026-04-24

ISHARES GOLD TR ISHARES GOLD TR671.7K shares-0.13%2026-03-312026-04-24

AMZN AMAZON COM INC220.7K shares1.91%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO129.8K shares-0.15%2026-03-312026-04-24

Sponsored

VMC VULCAN MATLS CO134.6K shares1.27%2026-03-312026-04-24

META META PLATFORMS INC49.1K shares1.12%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON94.6K shares-1.22%2026-03-312026-04-24

HD HOME DEPOT INC67.7K shares5.89%2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC25.9K shares3.50%2026-03-312026-04-24

XOM EXXON MOBIL CORP119.7K shares-0.80%2026-03-312026-04-24

ADI ANALOG DEVICES INC63.6K shares-3.37%2026-03-312026-04-24

LLY ELI LILLY & CO21.5K shares2.63%2026-03-312026-04-24

Sponsored

IVE ISHARES TR92.8K shares0.00%2026-03-312026-04-24

LMT LOCKHEED MARTIN CORP32.1K shares-3.35%2026-03-312026-04-24

BLACKROCK INC BLACKROCK INC20.1K shares-5.08%2026-03-312026-04-24

AXP AMERICAN EXPRESS CO54.5K shares-3.08%2026-03-312026-04-24

CAT CATERPILLAR INC23.2K shares6.81%2026-03-312026-04-24

V VISA INC54.2K shares-9.22%2026-03-312026-04-24

LHX L3HARRIS TECHNOLOGIES INC46.7K shares-8.94%2026-03-312026-04-24

NEE NEXTERA ENERGY INC172.5K shares-3.26%2026-03-312026-04-24

Sponsored

CSCO CISCO SYS INC188.6K shares-7.63%2026-03-312026-04-24

RTX RTX CORPORATION72.2K shares-0.21%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC111.4K shares-0.33%2026-03-312026-04-24

IWF ISHARES TR31.3K shares-0.07%2026-03-312026-04-24

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP37.9K shares0.90%2026-03-312026-04-24

PG PROCTER & GAMBLE CO89.5K shares8.87%2026-03-312026-04-24

NOC NORTHROP GRUMMAN CORP16.6K shares-15.59%2026-03-312026-04-24

BROADCOM INC BROADCOM INC35.2K shares-3.95%2026-03-312026-04-24

Sponsored

PM PHILIP MORRIS INTL INC63.9K shares-6.32%2026-03-312026-04-24

VLO VALERO ENERGY CORP39.1K shares-0.63%2026-03-312026-04-24

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY113.0K shares-2.84%2026-03-312026-04-24

PEP PEPSICO INC56.1K shares-2.29%2026-03-312026-04-24

AVB AVALONBAY CMNTYS INC52.0K shares0.52%2026-03-312026-04-24

BLACKSTONE INC BLACKSTONE INC72.5K shares1.09%2026-03-312026-04-24

ICE INTERCONTINENTAL EXCHANGE IN52.2K shares205.38%2026-03-312026-04-24

BTT BLACKROCK MUN TARGET TERM TR357.1K shares-7.90%2026-03-312026-04-24

Sponsored

NVS NOVARTIS AG52.7K shares-2.13%2026-03-312026-04-24

CINF CINCINNATI FINL CORP50.8K shares2.51%2026-03-312026-04-24

BWXT BWX TECHNOLOGIES INC39.0K shares33.84%2026-03-312026-04-24

SBUX STARBUCKS CORP87.7K shares6.80%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR12.9K shares3.08%2026-03-312026-04-24

CVX CHEVRON CORPORATION35.8K shares4.55%2026-03-312026-04-24

ABT ABBOTT LABORATORIES71.8K shares-6.72%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION6.7K shares16.05%2026-03-312026-04-24

Sponsored

ORCL ORACLE CORP45.5K shares26.42%2026-03-312026-04-24

MLI MUELLER INDS INC58.8K shares-6.42%2026-03-312026-04-24

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC99.4K sharesnew addition2026-03-312026-04-24

IVW ISHARES TR56.0K shares0.00%2026-03-312026-04-24

SLB SLB LIMITED115.1K shares-6.43%2026-03-312026-04-24

GGG GRACO INC67.4K shares24.62%2026-03-312026-04-24

RELX RELX PLC168.9K shares13.37%2026-03-312026-04-24

XLK SELECT SECTOR SPDR TR42.0K shares0.00%2026-03-312026-04-24

Sponsored

ENTG ENTEGRIS INC46.8K shares6.07%2026-03-312026-04-24

DPZ DOMINOS PIZZA INC15.1K shares-10.15%2026-03-312026-04-24

HCA HCA HEALTHCARE INC11.4K shares-14.08%2026-03-312026-04-24

CRH PLC CRH PLC50.9K shares0.91%2026-03-312026-04-24

KMI KINDER MORGAN INC DEL155.6K shares0.88%2026-03-312026-04-24

DIA STATE STR SPDR DOW JONES IND11.1K shares0.00%2026-03-312026-04-24

ETFS GOLD TR ETFS GOLD TR113.2K shares-2.39%2026-03-312026-04-24

NFLX NETFLIX INC.48.0K shares437.60%2026-03-312026-04-24

Sponsored

UFPI UFP INDUSTRIES INC49.7K shares12.47%2026-03-312026-04-24

GLD SPDR GOLD TR10.3K shares0.00%2026-03-312026-04-24

QCOM QUALCOMM INC34.2K shares-2.36%2026-03-312026-04-24

CEG CONSTELLATION ENERGY CORP15.8K shares-0.30%2026-03-312026-04-24

GRMN GARMIN LTD17.7K shares-3.55%2026-03-312026-04-24

ADBE ADOBE INC16.8K shares30.97%2026-03-312026-04-24

MU MICRON TECHNOLOGY INC11.0K shares-1.47%2026-03-312026-04-24

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-03-312026-04-24

Sponsored

NOW SERVICENOW INC32.7K shares92.80%2026-03-312026-04-24

WMT WALMART INC27.1K shares8.86%2026-03-312026-04-24

DVY ISHARES TR21.0K shares0.13%2026-03-312026-04-24

MTBA SIMPLIFY EXCHANGE TRADED FUN62.1K shares-13.88%2026-03-312026-04-24

SDY SPDR SERIES TRUST21.0K shares0.00%2026-03-312026-04-24

STZ CONSTELLATION BRANDS INC19.8K shares239.47%2026-03-312026-04-24

FTHY FIRST TR HIGH YIELD OPPRT 20196.9K shares27.02%2026-03-312026-04-24

IJR ISHARES TR20.4K shares0.00%2026-03-312026-04-24

Sponsored

TSLA TESLA INC6.5K shares-1.02%2026-03-312026-04-24

NXRT NEXPOINT RESIDENTIAL TR INC76.6K shares105.85%2026-03-312026-04-24

DGRW WISDOMTREE TR21.8K shares0.00%2026-03-312026-04-24

NTRA NATERA INC9.1K shares-6.59%2026-03-312026-04-24

EXC EXELON CORP36.9K shares-0.74%2026-03-312026-04-24

ETR ENTERGY CORP NEW14.9K shares6.00%2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC4.6K shares0.22%2026-03-312026-04-24

T AT&T INC53.7K shares0.01%2026-03-312026-04-24

Sponsored

OKE ONEOK INC NEW17.2K shares0.00%2026-03-312026-04-24

SPMO INVESCO EXCH TRADED FD TR II12.8K shares-6.14%2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC4.6K shares-17.83%2026-03-312026-04-24

MGOV FIRST TR EXCHANGE-TRADED FD58.6K shares37.98%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T1.8K shares-13.92%2026-03-312026-04-24

DAL DELTA AIR LINES INC16.9K shares0.00%2026-03-312026-04-24

UNILEVER PLC UNILEVER PLC19.6K shares-0.05%2026-03-312026-04-24

SCHD SCHWAB STRATEGIC TR35.7K shares-0.07%2026-03-312026-04-24

Sponsored

XLU SELECT SECTOR SPDR TR22.4K shares0.22%2026-03-312026-04-24

IWR ISHARES TR10.2K shares0.00%2026-03-312026-04-24

CLOI VANECK ETF TRUST18.2K shares17.17%2026-03-312026-04-24

IJJ ISHARES TR6.9K shares0.00%2026-03-312026-04-24

VIS VANGUARD WORLD FD2.8K shares0.00%2026-03-312026-04-24

KR KROGER CO11.9K shares-60.36%2026-03-312026-04-24

XLV SELECT SECTOR SPDR TR5.8K shares-1.28%2026-03-312026-04-24

MO ALTRIA GROUP INC12.0K shares0.00%2026-03-312026-04-24

Sponsored

VUG VANGUARD INDEX FDS1.8K shares0.22%2026-03-312026-04-24

ATLANTA BRAVES HLDGS INC ATLANTA BRAVES HLDGS INC17.4K shares0.00%2026-03-312026-04-24

XLE SELECT SECTOR SPDR TR11.7K shares-0.03%2026-03-312026-04-24

MCD MCDONALDS CORP2.2K shares6.25%2026-03-312026-04-24

BA BOEING CO3.5K shares22.42%2026-03-312026-04-24

EEM ISHARES TR12.1K shares0.00%2026-03-312026-04-24

MUSA MURPHY USA INC1.3K shares-19.44%2026-03-312026-04-24

HAL HALLIBURTON CO16.2K shares0.00%2026-03-312026-04-24

Sponsored

EPD ENTERPRISE PRODS PARTNERS L16.6K shares0.00%2026-03-312026-04-24

XLP SELECT SECTOR SPDR TR7.6K shares0.00%2026-03-312026-04-24

VXF VANGUARD INDEX FDS2.9K shares0.00%2026-03-312026-04-24

DINO HF SINCLAIR CORP9.4K shares0.00%2026-03-312026-04-24

IYE ISHARES TR8.8K shares0.00%2026-03-312026-04-24

DIS DISNEY WALT CO5.7K shares59.88%2026-03-312026-04-24

VGK VANGUARD INTL EQUITY INDEX F6.4K shares0.00%2026-03-312026-04-24

DE DEERE & CO914 shares20.58%2026-03-312026-04-24

Sponsored

ITA ISHARES TR2.3K shares0.00%2026-03-312026-04-24

NXPI NXP SEMICONDUCTORS N V2.5K shares0.00%2026-03-312026-04-24

VRT VERTIV HOLDINGS CO2.0K shares-27.46%2026-03-312026-04-24

INTC INTEL CORP10.8K shares-41.22%2026-03-312026-04-24

MMIN NEW YORK LIFE INVTS ACTIVE E19.7K shares-17.75%2026-03-312026-04-24

VONE VANGUARD SCOTTSDALE FDS1.6K shares0.00%2026-03-312026-04-24

VGLT VANGUARD SCOTTSDALE FDS8.2K sharesnew addition2026-03-312026-04-24

IWM ISHARES TR1.8K shares-37.35%2026-03-312026-04-24

Sponsored

CPRT COPART INC13.2K shares34.83%2026-03-312026-04-24

LMBS FIRST TR EXCHANGE-TRADED FD8.8K shares-17.87%2026-03-312026-04-24

ELV ELEVANCE HEALTH INC FORMERLY1.5K shares0.00%2026-03-312026-04-24

LNG CHENIERE ENERGY INC1.5K shares9.44%2026-03-312026-04-24

VNQ VANGUARD INDEX FDS4.8K shares21.35%2026-03-312026-04-24

VBK VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-04-24

FDX FEDEX CORP1.1K shares0.00%2026-03-312026-04-24

BMN BLACKROCK 2037 MUNICIPAL TAR15.3K shares-21.28%2026-03-312026-04-24

Sponsored

TMUS T-MOBILE US INC1.8K shares-79.53%2026-03-312026-04-24

SO SOUTHERN CO3.9K shares0.00%2026-03-312026-04-24

RF REGIONS FINANCIAL CORP NEW14.2K sharesnew addition2026-03-312026-04-24

AMGN AMGEN INC1.0K shares-8.71%2026-03-312026-04-24

WFC WELLS FARGO & CO4.4K shares0.00%2026-03-312026-04-24

KO COCA COLA CO4.4K sharesnew addition2026-03-312026-04-24

SGOV ISHARES TR3.3K shares0.71%2026-03-312026-04-24

XLI SELECT SECTOR SPDR TR1.9K shares0.00%2026-03-312026-04-24

Sponsored

SCHX SCHWAB STRATEGIC TR12.0K shares-0.60%2026-03-312026-04-24

BUD ANHEUSER BUSCH INBEV SA NV4.4K sharesnew addition2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL636 shares0.00%2026-03-312026-04-24

SPTS SPDR SERIES TRUST10.4K sharesnew addition2026-03-312026-04-24

VAW VANGUARD WORLD FD1.3K shares-5.80%2026-03-312026-04-24

CVS CVS HEALTH CORP4.1K shares0.00%2026-03-312026-04-24

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.3K shares-7.27%2026-03-312026-04-24

LUV SOUTHWEST AIRLS CO7.5K shares-3.72%2026-03-312026-04-24

Sponsored

AOR ISHARES TR4.2K shares0.00%2026-03-312026-04-24

XLF SELECT SECTOR SPDR TR5.3K shares0.00%2026-03-312026-04-24

DHI D R HORTON INC1.8K shares13.56%2026-03-312026-04-24

UNP UNION PAC CORP1.0K sharesnew addition2026-03-312026-04-24

UPS UNITED PARCEL SVCS INC2.5K shares0.20%2026-03-312026-04-24

IYH ISHARES TR3.8K shares0.00%2026-03-312026-04-24

SPSB SPDR SERIES TRUST7.7K shares-19.33%2026-03-312026-04-24

JBHT HUNT J B TRANS SVCS INC1.0K sharesnew addition2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC744 shares-8.49%2026-03-312026-04-24

IJH ISHARES TR3.1K shares-70.85%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC4.1K sharesnew addition2026-03-312026-04-24

VO VANGUARD INDEX FDS709 shares0.00%2026-03-312026-04-24

MKL MARKEL GROUP INC105 shares0.00%2026-03-312026-04-24

NUV NUVEEN MUN VALUE FD INC18.0K shares-30.95%2026-03-312026-04-24

FMY FIRST TR MTG INCOME FD13.4K sharesnew addition2026-03-312026-04-24

FATE FATE THERAPEUTICS INC12.7K shares0.00%2026-03-312026-04-24

Sponsored

IVV

ISHARES TR

0.48%

Shares211.6K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

0.27%

Shares499.5K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

0.36%

Shares285.5K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

1.24%

Shares279.6K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

1.70%

Shares164.1K

Event2026-03-31

Filed2026-04-24

ISHARES GOLD TR

-0.13%

Shares671.7K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

1.91%

Shares220.7K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-0.15%

Shares129.8K

Event2026-03-31

Filed2026-04-24

VMC

VULCAN MATLS CO

1.27%

Shares134.6K

Event2026-03-31

Filed2026-04-24

META

META PLATFORMS INC

1.12%

Shares49.1K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

-1.22%

Shares94.6K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

5.89%

Shares67.7K

Event2026-03-31

Filed2026-04-24

GOLDMAN SACHS GROUP INC

3.50%

Shares25.9K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

-0.80%

Shares119.7K

Event2026-03-31

Filed2026-04-24

ADI

ANALOG DEVICES INC

-3.37%

Shares63.6K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

2.63%

Shares21.5K

Event2026-03-31

Filed2026-04-24

IVE

ISHARES TR

0.00%

Shares92.8K

Event2026-03-31

Filed2026-04-24

LMT

LOCKHEED MARTIN CORP

-3.35%

Shares32.1K

Event2026-03-31

Filed2026-04-24

BLACKROCK INC

-5.08%

Shares20.1K

Event2026-03-31

Filed2026-04-24

AXP

AMERICAN EXPRESS CO

-3.08%

Shares54.5K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

6.81%

Shares23.2K

Event2026-03-31

Filed2026-04-24

VISA INC

-9.22%

Shares54.2K

Event2026-03-31

Filed2026-04-24

LHX

L3HARRIS TECHNOLOGIES INC

-8.94%

Shares46.7K

Event2026-03-31

Filed2026-04-24

NEE

NEXTERA ENERGY INC

-3.26%

Shares172.5K

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYS INC

-7.63%

Shares188.6K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

-0.21%

Shares72.2K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

-0.33%

Shares111.4K

Event2026-03-31

Filed2026-04-24

IWF

ISHARES TR

-0.07%

Shares31.3K

Event2026-03-31

Filed2026-04-24

GENERAL DYNAMICS CORP

0.90%

Shares37.9K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

8.87%

Shares89.5K

Event2026-03-31

Filed2026-04-24

NOC

NORTHROP GRUMMAN CORP

-15.59%

Shares16.6K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

-3.95%

Shares35.2K

Event2026-03-31

Filed2026-04-24

PHILIP MORRIS INTL INC

-6.32%

Shares63.9K

Event2026-03-31

Filed2026-04-24

VLO

VALERO ENERGY CORP

-0.63%

Shares39.1K

Event2026-03-31

Filed2026-04-24

CANADIAN PACIFIC KANSAS CITY

-2.84%

Shares113.0K

Event2026-03-31

Filed2026-04-24

PEP

PEPSICO INC

-2.29%

Shares56.1K

Event2026-03-31

Filed2026-04-24

AVB

AVALONBAY CMNTYS INC

0.52%

Shares52.0K

Event2026-03-31

Filed2026-04-24

BLACKSTONE INC

1.09%

Shares72.5K

Event2026-03-31

Filed2026-04-24

ICE

INTERCONTINENTAL EXCHANGE IN

205.38%

Shares52.2K

Event2026-03-31

Filed2026-04-24

BTT

BLACKROCK MUN TARGET TERM TR

-7.90%

Shares357.1K

Event2026-03-31

Filed2026-04-24

NVS

NOVARTIS AG

-2.13%

Shares52.7K

Event2026-03-31

Filed2026-04-24

CINF

CINCINNATI FINL CORP

2.51%

Shares50.8K

Event2026-03-31

Filed2026-04-24

BWXT

BWX TECHNOLOGIES INC

33.84%

Shares39.0K

Event2026-03-31

Filed2026-04-24

SBUX

STARBUCKS CORP

6.80%

Shares87.7K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

3.08%

Shares12.9K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

4.55%

Shares35.8K

Event2026-03-31

Filed2026-04-24

ABT

ABBOTT LABORATORIES

-6.72%

Shares71.8K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

16.05%

Shares6.7K

Event2026-03-31

Filed2026-04-24

ORCL

ORACLE CORP

26.42%

Shares45.5K

Event2026-03-31

Filed2026-04-24

MLI

MUELLER INDS INC

-6.42%

Shares58.8K

Event2026-03-31

Filed2026-04-24

SUNBELT RENTALS HOLDINGS INC

New

Shares99.4K

Event2026-03-31

Filed2026-04-24

IVW

ISHARES TR

0.00%

Shares56.0K

Event2026-03-31

Filed2026-04-24

SLB

SLB LIMITED

-6.43%

Shares115.1K

Event2026-03-31

Filed2026-04-24

GGG

GRACO INC

24.62%

Shares67.4K

Event2026-03-31

Filed2026-04-24

RELX

RELX PLC

13.37%

Shares168.9K

Event2026-03-31

Filed2026-04-24

XLK

SELECT SECTOR SPDR TR

0.00%

Shares42.0K

Event2026-03-31

Filed2026-04-24

ENTG

ENTEGRIS INC

6.07%

Shares46.8K

Event2026-03-31

Filed2026-04-24

DPZ

DOMINOS PIZZA INC

-10.15%

Shares15.1K

Event2026-03-31

Filed2026-04-24

HCA

HCA HEALTHCARE INC

-14.08%

Shares11.4K

Event2026-03-31

Filed2026-04-24

CRH PLC

0.91%

Shares50.9K

Event2026-03-31

Filed2026-04-24

KMI

KINDER MORGAN INC DEL

0.88%

Shares155.6K

Event2026-03-31

Filed2026-04-24

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares11.1K

Event2026-03-31

Filed2026-04-24

ETFS GOLD TR

-2.39%

Shares113.2K

Event2026-03-31

Filed2026-04-24

NFLX

NETFLIX INC.

437.60%

Shares48.0K

Event2026-03-31

Filed2026-04-24

UFPI

UFP INDUSTRIES INC

12.47%

Shares49.7K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD TR

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-24

QCOM

QUALCOMM INC

-2.36%

Shares34.2K

Event2026-03-31

Filed2026-04-24

CEG

CONSTELLATION ENERGY CORP

-0.30%

Shares15.8K

Event2026-03-31

Filed2026-04-24

GRMN

GARMIN LTD

-3.55%

Shares17.7K

Event2026-03-31

Filed2026-04-24

ADBE

ADOBE INC

30.97%

Shares16.8K

Event2026-03-31

Filed2026-04-24

MICRON TECHNOLOGY INC

-1.47%

Shares11.0K

Event2026-03-31

Filed2026-04-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-03-31

Filed2026-04-24

NOW

SERVICENOW INC

92.80%

Shares32.7K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

8.86%

Shares27.1K

Event2026-03-31

Filed2026-04-24

DVY

ISHARES TR

0.13%

Shares21.0K

Event2026-03-31

Filed2026-04-24

MTBA

SIMPLIFY EXCHANGE TRADED FUN

-13.88%

Shares62.1K

Event2026-03-31

Filed2026-04-24

SDY

SPDR SERIES TRUST

0.00%

Shares21.0K

Event2026-03-31

Filed2026-04-24

STZ

CONSTELLATION BRANDS INC

239.47%

Shares19.8K

Event2026-03-31

Filed2026-04-24

FTHY

FIRST TR HIGH YIELD OPPRT 20

27.02%

Shares196.9K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

0.00%

Shares20.4K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

-1.02%

Shares6.5K

Event2026-03-31

Filed2026-04-24

NXRT

NEXPOINT RESIDENTIAL TR INC

105.85%

Shares76.6K

Event2026-03-31

Filed2026-04-24

DGRW

WISDOMTREE TR

0.00%

Shares21.8K

Event2026-03-31

Filed2026-04-24

NTRA

NATERA INC

-6.59%

Shares9.1K

Event2026-03-31

Filed2026-04-24

EXC

EXELON CORP

-0.74%

Shares36.9K

Event2026-03-31

Filed2026-04-24

ETR

ENTERGY CORP NEW

6.00%

Shares14.9K

Event2026-03-31

Filed2026-04-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.22%

Shares4.6K

Event2026-03-31

Filed2026-04-24

AT&T INC

0.01%

Shares53.7K

Event2026-03-31

Filed2026-04-24

OKE

ONEOK INC NEW

0.00%

Shares17.2K

Event2026-03-31

Filed2026-04-24

SPMO

INVESCO EXCH TRADED FD TR II

-6.14%

Shares12.8K

Event2026-03-31

Filed2026-04-24

UNH

UNITEDHEALTH GROUP INC

-17.83%

Shares4.6K

Event2026-03-31

Filed2026-04-24

MGOV

FIRST TR EXCHANGE-TRADED FD

37.98%

Shares58.6K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

-13.92%

Shares1.8K

Event2026-03-31

Filed2026-04-24

DAL

DELTA AIR LINES INC

0.00%

Shares16.9K

Event2026-03-31

Filed2026-04-24

UNILEVER PLC

-0.05%

Shares19.6K

Event2026-03-31

Filed2026-04-24

SCHD

SCHWAB STRATEGIC TR

-0.07%

Shares35.7K

Event2026-03-31

Filed2026-04-24

XLU

SELECT SECTOR SPDR TR

0.22%

Shares22.4K

Event2026-03-31

Filed2026-04-24

IWR

ISHARES TR

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-24

CLOI

VANECK ETF TRUST

17.17%

Shares18.2K

Event2026-03-31

Filed2026-04-24

IJJ

ISHARES TR

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-24

VIS

VANGUARD WORLD FD

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-24

KROGER CO

-60.36%

Shares11.9K

Event2026-03-31

Filed2026-04-24

XLV

SELECT SECTOR SPDR TR

-1.28%

Shares5.8K

Event2026-03-31

Filed2026-04-24

ALTRIA GROUP INC

0.00%

Shares12.0K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

0.22%

Shares1.8K

Event2026-03-31

Filed2026-04-24

ATLANTA BRAVES HLDGS INC

0.00%

Shares17.4K

Event2026-03-31

Filed2026-04-24

XLE

SELECT SECTOR SPDR TR

-0.03%

Shares11.7K

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

6.25%

Shares2.2K

Event2026-03-31

Filed2026-04-24

BOEING CO

22.42%

Shares3.5K

Event2026-03-31

Filed2026-04-24

EEM

ISHARES TR

0.00%

Shares12.1K

Event2026-03-31

Filed2026-04-24

MUSA

MURPHY USA INC

-19.44%

Shares1.3K

Event2026-03-31

Filed2026-04-24

HAL

HALLIBURTON CO

0.00%

Shares16.2K

Event2026-03-31

Filed2026-04-24

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares16.6K

Event2026-03-31

Filed2026-04-24

XLP

SELECT SECTOR SPDR TR

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-24

VXF

VANGUARD INDEX FDS

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-24

DINO

HF SINCLAIR CORP

0.00%

Shares9.4K

Event2026-03-31

Filed2026-04-24

IYE

ISHARES TR

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-24

DIS

DISNEY WALT CO

59.88%

Shares5.7K

Event2026-03-31

Filed2026-04-24

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-24

DEERE & CO

20.58%

Shares914

Event2026-03-31

Filed2026-04-24

ITA

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-24

NXPI

NXP SEMICONDUCTORS N V

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-24

VRT

VERTIV HOLDINGS CO

-27.46%

Shares2.0K

Event2026-03-31

Filed2026-04-24

INTC

INTEL CORP

-41.22%

Shares10.8K

Event2026-03-31

Filed2026-04-24

MMIN

NEW YORK LIFE INVTS ACTIVE E

-17.75%

Shares19.7K

Event2026-03-31

Filed2026-04-24

VONE

VANGUARD SCOTTSDALE FDS

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-24

VGLT

VANGUARD SCOTTSDALE FDS

New

Shares8.2K

Event2026-03-31

Filed2026-04-24

IWM

ISHARES TR

-37.35%

Shares1.8K

Event2026-03-31

Filed2026-04-24

CPRT

COPART INC

34.83%

Shares13.2K

Event2026-03-31

Filed2026-04-24

LMBS

FIRST TR EXCHANGE-TRADED FD

-17.87%

Shares8.8K

Event2026-03-31

Filed2026-04-24

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-24

LNG

CHENIERE ENERGY INC

9.44%

Shares1.5K

Event2026-03-31

Filed2026-04-24

VNQ

VANGUARD INDEX FDS

21.35%

Shares4.8K

Event2026-03-31

Filed2026-04-24

VBK

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-24

FDX

FEDEX CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-24

BMN

BLACKROCK 2037 MUNICIPAL TAR

-21.28%

Shares15.3K

Event2026-03-31

Filed2026-04-24

TMUS

T-MOBILE US INC

-79.53%

Shares1.8K

Event2026-03-31

Filed2026-04-24

SOUTHERN CO

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-24

REGIONS FINANCIAL CORP NEW

New

Shares14.2K

Event2026-03-31

Filed2026-04-24

AMGN

AMGEN INC

-8.71%

Shares1.0K

Event2026-03-31

Filed2026-04-24

WFC

WELLS FARGO & CO

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-24

COCA COLA CO

New

Shares4.4K

Event2026-03-31

Filed2026-04-24

SGOV

ISHARES TR

0.71%

Shares3.3K

Event2026-03-31

Filed2026-04-24

XLI

SELECT SECTOR SPDR TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-24

SCHX

SCHWAB STRATEGIC TR

-0.60%

Shares12.0K

Event2026-03-31

Filed2026-04-24

BUD

ANHEUSER BUSCH INBEV SA NV

New

Shares4.4K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares636

Event2026-03-31

Filed2026-04-24

SPTS

SPDR SERIES TRUST

New

Shares10.4K

Event2026-03-31

Filed2026-04-24

VAW

VANGUARD WORLD FD

-5.80%

Shares1.3K

Event2026-03-31

Filed2026-04-24

CVS

CVS HEALTH CORP

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-24

FERGUSON ENTERPRISES INC

-7.27%

Shares1.3K

Event2026-03-31

Filed2026-04-24

LUV

SOUTHWEST AIRLS CO

-3.72%

Shares7.5K

Event2026-03-31

Filed2026-04-24

AOR

ISHARES TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-24

XLF

SELECT SECTOR SPDR TR

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-24

DHI

D R HORTON INC

13.56%

Shares1.8K

Event2026-03-31

Filed2026-04-24

UNP

UNION PAC CORP

New

Shares1.0K

Event2026-03-31

Filed2026-04-24

UPS

UNITED PARCEL SVCS INC

0.20%

Shares2.5K

Event2026-03-31

Filed2026-04-24

IYH

ISHARES TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-24

SPSB

SPDR SERIES TRUST

-19.33%

Shares7.7K

Event2026-03-31

Filed2026-04-24

JBHT

HUNT J B TRANS SVCS INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-8.49%

Shares744

Event2026-03-31

Filed2026-04-24

IJH

ISHARES TR

-70.85%

Shares3.1K

Event2026-03-31

Filed2026-04-24

VERIZON COMMUNICATIONS INC

New

Shares4.1K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

0.00%

Shares709

Event2026-03-31

Filed2026-04-24

MKL

MARKEL GROUP INC

0.00%

Shares105

Event2026-03-31

Filed2026-04-24

NUV

NUVEEN MUN VALUE FD INC

-30.95%

Shares18.0K

Event2026-03-31

Filed2026-04-24

FMY

FIRST TR MTG INCOME FD

New

Shares13.4K

Event2026-03-31

Filed2026-04-24

FATE

FATE THERAPEUTICS INC

0.00%

Shares12.7K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION10 shares-99.00%2026-03-312026-04-24

NVDA Put

NVIDIA CORPORATION

-99.00%

Shares10

Event2026-03-31

Filed2026-04-24