Sponsored

The Analysis of Nicholson Wealth Management Group, LLC's Holdings & P&L

Currently, Nicholson Wealth Management Group, LLC holds 112 types of securities in its portfolio with a total value $171.2M. In the most recent quarter, they have increased their positions in MSI (+4.6K shares, valued at $2.0M), WM (+8.3K shares, valued at $1.9M), TT (+3.9K shares, valued at $1.6M); decreased their positions in N/A (-989 shares, valued at $591.0K), XOM (-1.5K shares, valued at $260.3K), LHX (-736 shares, valued at $254.0K); initiated new positions in MSI (+4.6K shares, valued at $2.0M), WM (+8.3K shares, valued at $1.9M), TT (+3.9K shares, valued at $1.6M).

1M P&L

-2.2M-1.43%

3M P&L

-7.6M-4.81%

HY P&L

+4.6M+3.13%

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

1Medical Devices10.0M

6.7%

2N/A9.0M

6.0%

3Drug Manufacturers - General7.1M

4.7%

Top Industries by Stock Count

1N/A13 stocks

13.4%

2Drug Manufacturers - General4 stocks

4.1%

3Software - Application4 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CATX PERSPECTIVE THERAPEUTICS INC1.6M shares0.06%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS7.5K shares-11.58%2026-03-312026-05-04

VTI VANGUARD INDEX FDS11.2K shares0.00%2026-03-312026-05-04

UBSI UNITED BANKSHARES INC WEST V76.2K shares0.00%2026-03-312026-05-04

AAPL APPLE INC11.3K shares3.04%2026-03-312026-05-04

MSFT MICROSOFT CORP7.7K shares3.14%2026-03-312026-05-04

PEP PEPSICO INC18.0K shares1.61%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON10.8K shares-1.24%2026-03-312026-05-04

Sponsored

PG PROCTER & GAMBLE CO17.4K shares0.87%2026-03-312026-05-04

WMT WALMART INC19.8K shares-5.99%2026-03-312026-05-04

PSX PHILLIPS 6612.9K shares-2.73%2026-03-312026-05-04

ADI ANALOG DEVICES INC7.2K shares-7.55%2026-03-312026-05-04

LHX L3HARRIS TECHNOLOGIES INC6.4K shares-10.31%2026-03-312026-05-04

LINDE PLC LINDE PLC4.4K shares-2.65%2026-03-312026-05-04

CB CHUBB LTD SWITZ6.8K shares0.13%2026-03-312026-05-04

MCD MCDONALDS CORP7.0K shares-1.31%2026-03-312026-05-04

Sponsored

COST COSTCO WHOLESALE CORPORATION2.2K shares-1.80%2026-03-312026-05-04

ATO ATMOS ENERGY CORP11.7K shares1.73%2026-03-312026-05-04

NEE NEXTERA ENERGY INC23.0K shares-1.03%2026-03-312026-05-04

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP6.2K shares-1.71%2026-03-312026-05-04

WEC ENERGY GROUP INC WEC ENERGY GROUP INC18.4K shares3.74%2026-03-312026-05-04

LLY ELI LILLY & CO2.3K shares-4.63%2026-03-312026-05-04

GWW WW GRAINGER INC1.9K shares-0.05%2026-03-312026-05-04

AMGN AMGEN INC6.0K shares-0.45%2026-03-312026-05-04

Sponsored

NJR NEW JERSEY RES CORP38.4K shares3.24%2026-03-312026-05-04

CSCO CISCO SYS INC26.9K shares-0.18%2026-03-312026-05-04

SO SOUTHERN CO21.1K shares0.00%2026-03-312026-05-04

TXN TEXAS INSTRS INC10.4K shares-2.32%2026-03-312026-05-04

HD HOME DEPOT INC6.1K shares-0.02%2026-03-312026-05-04

CENCORA INC CENCORA INC6.4K shares-1.42%2026-03-312026-05-04

PH PARKER-HANNIFIN CORP2.2K shares-4.83%2026-03-312026-05-04

CMS CMS ENERGY CORP25.7K shares2.73%2026-03-312026-05-04

Sponsored

MSI MOTOROLA SOLUTIONS INC4.6K sharesnew addition2026-03-312026-05-04

BROADCOM INC BROADCOM INC6.3K shares-1.89%2026-03-312026-05-04

PLD PROLOGIS INC.14.6K shares1.73%2026-03-312026-05-04

CHD CHURCH & DWIGHT CO INC20.5K shares-2.63%2026-03-312026-05-04

O REALTY INCOME CORP31.2K shares1.43%2026-03-312026-05-04

WM WASTE MGMT INC DEL8.3K sharesnew addition2026-03-312026-05-04

CL COLGATE PALMOLIVE CO22.4K shares-0.75%2026-03-312026-05-04

V VISA INC6.3K shares4.90%2026-03-312026-05-04

Sponsored

AFL AFLAC INC17.2K shares0.47%2026-03-312026-05-04

MDLZ MONDELEZ INTL INC32.5K shares1.42%2026-03-312026-05-04

GLD SPDR GOLD TR4.3K shares8.27%2026-03-312026-05-04

AWK AMERICAN WTR WKS CO INC NEW13.5K shares6.55%2026-03-312026-05-04

ITW ILLINOIS TOOL WKS INC7.0K shares1.02%2026-03-312026-05-04

PPG PPG INDS INC16.9K shares-5.89%2026-03-312026-05-04

SHW SHERWIN WILLIAMS CO5.6K shares-2.43%2026-03-312026-05-04

APH AMPHENOL CORP14.2K shares-1.65%2026-03-312026-05-04

Sponsored

ECL ECOLAB INC6.8K shares-1.60%2026-03-312026-05-04

ZTS ZOETIS INC15.2K shares3.47%2026-03-312026-05-04

WRB BERKLEY W R CORP26.8K shares9.51%2026-03-312026-05-04

LOW LOWES COS INC7.4K shares-4.65%2026-03-312026-05-04

MA MASTERCARD INCORPORATED3.4K shares3.94%2026-03-312026-05-04

MEDTRONIC PLC MEDTRONIC PLC19.3K shares1.46%2026-03-312026-05-04

SYK STRYKER CORPORATION5.1K shares0.69%2026-03-312026-05-04

ICE INTERCONTINENTAL EXCHANGE IN10.5K shares-3.07%2026-03-312026-05-04

Sponsored

XYL XYLEM INC13.8K shares1.81%2026-03-312026-05-04

TT TRANE TECHNOLOGIES PLC3.9K sharesnew addition2026-03-312026-05-04

CBSH COMMERCE BANCSHARES INC32.9K shares-3.82%2026-03-312026-05-04

JKHY HENRY JACK & ASSOC INC10.2K shares-2.03%2026-03-312026-05-04

ABT ABBOTT LABORATORIES15.6K shares7.23%2026-03-312026-05-04

BRO BROWN & BROWN INC24.3K shares7.78%2026-03-312026-05-04

CEG CONSTELLATION ENERGY CORP5.6K shares8.30%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC5.7K shares2.41%2026-03-312026-05-04

Sponsored

CTAS CINTAS CORP9.0K shares4.58%2026-03-312026-05-04

PAYX PAYCHEX INC16.5K shares4.36%2026-03-312026-05-04

ADP AUTOMATIC DATA PROCESSING IN7.5K shares4.49%2026-03-312026-05-04

SPGI S&P GLOBAL INC3.6K shares2.47%2026-03-312026-05-04

BDX BECTON DICKINSON & CO9.5K shares2.89%2026-03-312026-05-04

TSCO TRACTOR SUPPLY CO32.8K shares2.01%2026-03-312026-05-04

CHCO CITY HLDG CO12.3K shares0.00%2026-03-312026-05-04

ROP ROPER TECHNOLOGIES INC4.1K shares11.36%2026-03-312026-05-04

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND7.1K shares3.12%2026-03-312026-05-04

FDS FACTSET RESH SYS INC6.3K shares0.30%2026-03-312026-05-04

MKC MCCORMICK & CO INC26.9K shares-0.39%2026-03-312026-05-04

BR BROADRIDGE FINL SOLUTIONS IN8.0K shares6.77%2026-03-312026-05-04

INTU INTUIT2.8K shares14.62%2026-03-312026-05-04

XOM EXXON MOBIL CORP5.9K shares-20.52%2026-03-312026-05-04

BKNG BOOKING HOLDINGS INC234 sharesnew addition2026-03-312026-05-04

JPM JPMORGAN CHASE & CO2.5K shares0.00%2026-03-312026-05-04

Sponsored

KO COCA COLA CO9.5K shares1.35%2026-03-312026-05-04

CVX CHEVRON CORPORATION3.2K shares12.09%2026-03-312026-05-04

SOUTHSTATE BK CORP SOUTHSTATE BK CORP6.9K shares-2.70%2026-03-312026-05-04

TSLA TESLA INC1.7K shares0.29%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.2K shares0.00%2026-03-312026-05-04

NVDA NVIDIA CORPORATION3.4K shares0.00%2026-03-312026-05-04

SLV ISHARES SILVER TR8.6K shares15.49%2026-03-312026-05-04

BUFR FIRST TR EXCHNG TRADED FD VI16.6K shares-1.97%2026-03-312026-05-04

Sponsored

INVESCO QQQ TR INVESCO QQQ TR945 shares-0.32%2026-03-312026-05-04

FDEC FIRST TR EXCHNG TRADED FD VI10.6K shares0.00%2026-03-312026-05-04

NFLX NETFLIX INC.4.5K shares-6.30%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS1.6K shares-1.77%2026-03-312026-05-04

PIZ INVESCO EXCH TRADED FD TR II7.7K sharesnew addition2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL789 shares4.09%2026-03-312026-05-04

UNP UNION PAC CORP1.5K shares0.00%2026-03-312026-05-04

CLX CLOROX CO DEL3.5K shares0.00%2026-03-312026-05-04

Sponsored

NUE NUCOR CORP1.9K shares0.00%2026-03-312026-05-04

WAT WATERS CORP932 sharesnew addition2026-03-312026-05-04

PIE INVESCO EXCH TRADED FD TR II10.1K sharesnew addition2026-03-312026-05-04

ALPHABET INC ALPHABET INC912 shares-1.83%2026-03-312026-05-04

AMZN AMAZON COM INC1.2K shares-31.78%2026-03-312026-05-04

BAC BANK AMERICA CORP4.8K shares0.00%2026-03-312026-05-04

ALPHABET INC ALPHABET INC790 shares0.00%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS3.5K shares0.00%2026-03-312026-05-04

Sponsored

SON SONOCO PRODS CO4.2K shares-29.04%2026-03-312026-05-04

CGBL CAPITAL GROUP CORE BALANCED6.4K shares0.00%2026-03-312026-05-04

IVV ISHARES TR335 shares0.00%2026-03-312026-05-04

XBI SPDR SERIES TRUST1.7K shares0.00%2026-03-312026-05-04

GILD GILEAD SCIENCES INC1.5K sharesnew addition2026-03-312026-05-04

VO VANGUARD INDEX FDS714 shares0.00%2026-03-312026-05-04

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.5K shares-21.77%2026-03-312026-05-04

SCO PROSHARES TR II21.0K sharesnew addition2026-03-312026-05-04

Sponsored

CATX

PERSPECTIVE THERAPEUTICS INC

0.06%

Shares1.6M

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-11.58%

Shares7.5K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

0.00%

Shares11.2K

Event2026-03-31

Filed2026-05-04

UBSI

UNITED BANKSHARES INC WEST V

0.00%

Shares76.2K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

3.04%

Shares11.3K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

3.14%

Shares7.7K

Event2026-03-31

Filed2026-05-04

PEP

PEPSICO INC

1.61%

Shares18.0K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

-1.24%

Shares10.8K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

0.87%

Shares17.4K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

-5.99%

Shares19.8K

Event2026-03-31

Filed2026-05-04

PSX

PHILLIPS 66

-2.73%

Shares12.9K

Event2026-03-31

Filed2026-05-04

ADI

ANALOG DEVICES INC

-7.55%

Shares7.2K

Event2026-03-31

Filed2026-05-04

LHX

L3HARRIS TECHNOLOGIES INC

-10.31%

Shares6.4K

Event2026-03-31

Filed2026-05-04

LINDE PLC

-2.65%

Shares4.4K

Event2026-03-31

Filed2026-05-04

CHUBB LTD SWITZ

0.13%

Shares6.8K

Event2026-03-31

Filed2026-05-04

MCD

MCDONALDS CORP

-1.31%

Shares7.0K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

-1.80%

Shares2.2K

Event2026-03-31

Filed2026-05-04

ATO

ATMOS ENERGY CORP

1.73%

Shares11.7K

Event2026-03-31

Filed2026-05-04

NEE

NEXTERA ENERGY INC

-1.03%

Shares23.0K

Event2026-03-31

Filed2026-05-04

GENERAL DYNAMICS CORP

-1.71%

Shares6.2K

Event2026-03-31

Filed2026-05-04

WEC ENERGY GROUP INC

3.74%

Shares18.4K

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

-4.63%

Shares2.3K

Event2026-03-31

Filed2026-05-04

GWW

WW GRAINGER INC

-0.05%

Shares1.9K

Event2026-03-31

Filed2026-05-04

AMGN

AMGEN INC

-0.45%

Shares6.0K

Event2026-03-31

Filed2026-05-04

NJR

NEW JERSEY RES CORP

3.24%

Shares38.4K

Event2026-03-31

Filed2026-05-04

CSCO

CISCO SYS INC

-0.18%

Shares26.9K

Event2026-03-31

Filed2026-05-04

SOUTHERN CO

0.00%

Shares21.1K

Event2026-03-31

Filed2026-05-04

TXN

TEXAS INSTRS INC

-2.32%

Shares10.4K

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC

-0.02%

Shares6.1K

Event2026-03-31

Filed2026-05-04

CENCORA INC

-1.42%

Shares6.4K

Event2026-03-31

Filed2026-05-04

PARKER-HANNIFIN CORP

-4.83%

Shares2.2K

Event2026-03-31

Filed2026-05-04

CMS

CMS ENERGY CORP

2.73%

Shares25.7K

Event2026-03-31

Filed2026-05-04

MSI

MOTOROLA SOLUTIONS INC

New

Shares4.6K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

-1.89%

Shares6.3K

Event2026-03-31

Filed2026-05-04

PLD

PROLOGIS INC.

1.73%

Shares14.6K

Event2026-03-31

Filed2026-05-04

CHD

CHURCH & DWIGHT CO INC

-2.63%

Shares20.5K

Event2026-03-31

Filed2026-05-04

REALTY INCOME CORP

1.43%

Shares31.2K

Event2026-03-31

Filed2026-05-04

WASTE MGMT INC DEL

New

Shares8.3K

Event2026-03-31

Filed2026-05-04

COLGATE PALMOLIVE CO

-0.75%

Shares22.4K

Event2026-03-31

Filed2026-05-04

VISA INC

4.90%

Shares6.3K

Event2026-03-31

Filed2026-05-04

AFL

AFLAC INC

0.47%

Shares17.2K

Event2026-03-31

Filed2026-05-04

MDLZ

MONDELEZ INTL INC

1.42%

Shares32.5K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

8.27%

Shares4.3K

Event2026-03-31

Filed2026-05-04

AWK

AMERICAN WTR WKS CO INC NEW

6.55%

Shares13.5K

Event2026-03-31

Filed2026-05-04

ITW

ILLINOIS TOOL WKS INC

1.02%

Shares7.0K

Event2026-03-31

Filed2026-05-04

PPG

PPG INDS INC

-5.89%

Shares16.9K

Event2026-03-31

Filed2026-05-04

SHW

SHERWIN WILLIAMS CO

-2.43%

Shares5.6K

Event2026-03-31

Filed2026-05-04

APH

AMPHENOL CORP

-1.65%

Shares14.2K

Event2026-03-31

Filed2026-05-04

ECL

ECOLAB INC

-1.60%

Shares6.8K

Event2026-03-31

Filed2026-05-04

ZTS

ZOETIS INC

3.47%

Shares15.2K

Event2026-03-31

Filed2026-05-04

WRB

BERKLEY W R CORP

9.51%

Shares26.8K

Event2026-03-31

Filed2026-05-04

LOW

LOWES COS INC

-4.65%

Shares7.4K

Event2026-03-31

Filed2026-05-04

MASTERCARD INCORPORATED

3.94%

Shares3.4K

Event2026-03-31

Filed2026-05-04

MEDTRONIC PLC

1.46%

Shares19.3K

Event2026-03-31

Filed2026-05-04

SYK

STRYKER CORPORATION

0.69%

Shares5.1K

Event2026-03-31

Filed2026-05-04

ICE

INTERCONTINENTAL EXCHANGE IN

-3.07%

Shares10.5K

Event2026-03-31

Filed2026-05-04

XYL

XYLEM INC

1.81%

Shares13.8K

Event2026-03-31

Filed2026-05-04

TRANE TECHNOLOGIES PLC

New

Shares3.9K

Event2026-03-31

Filed2026-05-04

CBSH

COMMERCE BANCSHARES INC

-3.82%

Shares32.9K

Event2026-03-31

Filed2026-05-04

JKHY

HENRY JACK & ASSOC INC

-2.03%

Shares10.2K

Event2026-03-31

Filed2026-05-04

ABT

ABBOTT LABORATORIES

7.23%

Shares15.6K

Event2026-03-31

Filed2026-05-04

BRO

BROWN & BROWN INC

7.78%

Shares24.3K

Event2026-03-31

Filed2026-05-04

CEG

CONSTELLATION ENERGY CORP

8.30%

Shares5.6K

Event2026-03-31

Filed2026-05-04

UNH

UNITEDHEALTH GROUP INC

2.41%

Shares5.7K

Event2026-03-31

Filed2026-05-04

CTAS

CINTAS CORP

4.58%

Shares9.0K

Event2026-03-31

Filed2026-05-04

PAYX

PAYCHEX INC

4.36%

Shares16.5K

Event2026-03-31

Filed2026-05-04

ADP

AUTOMATIC DATA PROCESSING IN

4.49%

Shares7.5K

Event2026-03-31

Filed2026-05-04

SPGI

S&P GLOBAL INC

2.47%

Shares3.6K

Event2026-03-31

Filed2026-05-04

BDX

BECTON DICKINSON & CO

2.89%

Shares9.5K

Event2026-03-31

Filed2026-05-04

TSCO

TRACTOR SUPPLY CO

2.01%

Shares32.8K

Event2026-03-31

Filed2026-05-04

CHCO

CITY HLDG CO

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-04

ROP

ROPER TECHNOLOGIES INC

11.36%

Shares4.1K

Event2026-03-31

Filed2026-05-04

ACCENTURE PLC IRELAND

3.12%

Shares7.1K

Event2026-03-31

Filed2026-05-04

FDS

FACTSET RESH SYS INC

0.30%

Shares6.3K

Event2026-03-31

Filed2026-05-04

MKC

MCCORMICK & CO INC

-0.39%

Shares26.9K

Event2026-03-31

Filed2026-05-04

BROADRIDGE FINL SOLUTIONS IN

6.77%

Shares8.0K

Event2026-03-31

Filed2026-05-04

INTU

INTUIT

14.62%

Shares2.8K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

-20.52%

Shares5.9K

Event2026-03-31

Filed2026-05-04

BKNG

BOOKING HOLDINGS INC

New

Shares234

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-04

COCA COLA CO

1.35%

Shares9.5K

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORPORATION

12.09%

Shares3.2K

Event2026-03-31

Filed2026-05-04

SOUTHSTATE BK CORP

-2.70%

Shares6.9K

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

0.29%

Shares1.7K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-04

SLV

ISHARES SILVER TR

15.49%

Shares8.6K

Event2026-03-31

Filed2026-05-04

BUFR

FIRST TR EXCHNG TRADED FD VI

-1.97%

Shares16.6K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

-0.32%

Shares945

Event2026-03-31

Filed2026-05-04

FDEC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares10.6K

Event2026-03-31

Filed2026-05-04

NFLX

NETFLIX INC.

-6.30%

Shares4.5K

Event2026-03-31

Filed2026-05-04

IBM

INTERNATIONAL BUSINESS MACHS

-1.77%

Shares1.6K

Event2026-03-31

Filed2026-05-04

PIZ

INVESCO EXCH TRADED FD TR II

New

Shares7.7K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

4.09%

Shares789

Event2026-03-31

Filed2026-05-04

UNP

UNION PAC CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-04

CLX

CLOROX CO DEL

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-04

NUE

NUCOR CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-04

WAT

WATERS CORP

New

Shares932

Event2026-03-31

Filed2026-05-04

PIE

INVESCO EXCH TRADED FD TR II

New

Shares10.1K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-1.83%

Shares912

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

-31.78%

Shares1.2K

Event2026-03-31

Filed2026-05-04

BAC

BANK AMERICA CORP

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

0.00%

Shares790

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-04

SON

SONOCO PRODS CO

-29.04%

Shares4.2K

Event2026-03-31

Filed2026-05-04

CGBL

CAPITAL GROUP CORE BALANCED

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

0.00%

Shares335

Event2026-03-31

Filed2026-05-04

XBI

SPDR SERIES TRUST

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-04

GILD

GILEAD SCIENCES INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

0.00%

Shares714

Event2026-03-31

Filed2026-05-04

DUKE ENERGY CORP NEW

-21.77%

Shares1.5K

Event2026-03-31

Filed2026-05-04

SCO

PROSHARES TR II

New

Shares21.0K

Event2026-03-31

Filed2026-05-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

NFLX Put PutNETFLIX INC.4.4K sharesnew addition2026-03-312026-05-04

NVDA Put PutNVIDIA CORPORATION1.5K sharesnew addition2026-03-312026-05-04

NFLX Put

NETFLIX INC.

New

Shares4.4K

Event2026-03-31

Filed2026-05-04

NVDA Put

NVIDIA CORPORATION

New

Shares1.5K

Event2026-03-31

Filed2026-05-04