Sponsored

The Analysis of Opes Wealth Management LLC's Holdings & P&L

Currently, Opes Wealth Management LLC holds 141 types of securities in its portfolio with a total value $585.7M. In the most recent quarter, they have increased their positions in JBND (+188.6K shares, valued at $10.1M), BNDX (+44.6K shares, valued at $2.1M), CMF (+29.0K shares, valued at $1.6M); decreased their positions in AAPL (-10.3K shares, valued at $2.6M), FJUL (-43.4K shares, valued at $2.4M), SCHB (-16.4K shares, valued at $412.4K); initiated new positions in COST (+227 shares, valued at $226.2K), XEL (+2.7K shares, valued at $213.8K).

1M P&L

+4.4M+0.69%

3M P&L

+6.8M+1.08%

HY P&L

+38.0M+6.41%

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/A410.8M

72.5%

2Consumer Electronics92.7M

16.4%

3Drug Manufacturers - General26.5M

4.7%

Top Industries by Stock Count

1N/A80 stocks

59.7%

2Software - Application5 stocks

3.7%

3Semiconductors5 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC364.1K shares-2.76%2026-03-312026-04-29

FNDF SCHWAB STRATEGIC TR713.9K shares-0.08%2026-03-312026-04-29

CMF ISHARES TR468.0K shares6.61%2026-03-312026-04-29

GILD GILEAD SCIENCES INC169.7K shares0.00%2026-03-312026-04-29

FNDB SCHWAB STRATEGIC TR744.8K shares0.96%2026-03-312026-04-29

JBND J P MORGAN EXCHANGE TRADED F372.8K shares102.45%2026-03-312026-04-29

IUSB ISHARES TR347.5K shares-0.13%2026-03-312026-04-29

VOT VANGUARD INDEX FDS56.5K shares2.04%2026-03-312026-04-29

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T186.3K shares-0.69%2026-03-312026-04-29

SCHB SCHWAB STRATEGIC TR539.1K shares-2.96%2026-03-312026-04-29

FNDX SCHWAB STRATEGIC TR471.9K shares-1.38%2026-03-312026-04-29

VOE VANGUARD INDEX FDS69.7K shares2.19%2026-03-312026-04-29

SCHG SCHWAB STRATEGIC TR419.7K shares4.00%2026-03-312026-04-29

DFEV DIMENSIONAL ETF TRUST329.9K shares-0.18%2026-03-312026-04-29

VTIP VANGUARD MALVERN FDS218.1K shares11.24%2026-03-312026-04-29

SCHV SCHWAB STRATEGIC TR345.4K shares-0.54%2026-03-312026-04-29

Sponsored

MTUM ISHARES TR43.9K shares-0.35%2026-03-312026-04-29

FNDC SCHWAB STRATEGIC TR225.5K shares1.01%2026-03-312026-04-29

FNDA SCHWAB STRATEGIC TR304.7K shares-1.85%2026-03-312026-04-29

FBND FIDELITY MERRIMACK STR TR205.5K shares1.90%2026-03-312026-04-29

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II125.9K shares3.88%2026-03-312026-04-29

IJH ISHARES TR134.9K shares-0.76%2026-03-312026-04-29

BNDX VANGUARD CHARLOTTE FDS177.6K shares33.50%2026-03-312026-04-29

PDN INVESCO EXCH TRADED FD TR II194.8K shares-1.52%2026-03-312026-04-29

Sponsored

SPEM SPDR INDEX SHS FDS174.9K shares1.65%2026-03-312026-04-29

FLJP FRANKLIN TEMPLETON ETF TR201.1K shares7.18%2026-03-312026-04-29

IWF ISHARES TR16.5K shares-0.12%2026-03-312026-04-29

ISCG ISHARES TR128.7K shares0.31%2026-03-312026-04-29

IMTM ISHARES TR127.5K shares-0.12%2026-03-312026-04-29

NVDA NVIDIA CORPORATION31.6K shares-1.58%2026-03-312026-04-29

IDHQ INVESCO EXCH TRADED FD TR II139.6K shares4.16%2026-03-312026-04-29

SPDW SPDR INDEX SHS FDS97.7K shares3.03%2026-03-312026-04-29

Sponsored

NULV NUSHARES ETF TR90.4K shares1.38%2026-03-312026-04-29

ALPHABET INC ALPHABET INC14.1K shares-2.10%2026-03-312026-04-29

MSFT MICROSOFT CORP10.5K shares-0.33%2026-03-312026-04-29

WTPI WISDOMTREE TR115.7K shares2.62%2026-03-312026-04-29

FREL FIDELITY COVINGTON TRUST133.8K shares3.95%2026-03-312026-04-29

IWD ISHARES TR16.2K shares-0.49%2026-03-312026-04-29

CAT CATERPILLAR INC4.9K shares0.02%2026-03-312026-04-29

VTEB VANGUARD MUN BD FDS68.5K shares12.14%2026-03-312026-04-29

Sponsored

ESGU ISHARES TR23.3K shares0.30%2026-03-312026-04-29

IVOL KRANESHARES TRUST169.6K shares0.04%2026-03-312026-04-29

BJAN INNOVATOR ETFS TRUST58.8K shares0.87%2026-03-312026-04-29

SCHD SCHWAB STRATEGIC TR88.7K shares-0.15%2026-03-312026-04-29

VYM VANGUARD WHITEHALL FDS17.5K shares-0.14%2026-03-312026-04-29

USXF ISHARES TR45.3K shares0.00%2026-03-312026-04-29

ALPHABET INC ALPHABET INC8.7K shares9.92%2026-03-312026-04-29

VWO VANGUARD INTL EQUITY INDEX F44.2K shares-4.55%2026-03-312026-04-29

Sponsored

IJJ ISHARES TR16.7K shares-1.44%2026-03-312026-04-29

IQLT ISHARES TR43.5K shares-0.42%2026-03-312026-04-29

XJH ISHARES TR38.5K shares2.09%2026-03-312026-04-29

DON WISDOMTREE TR31.7K shares5.01%2026-03-312026-04-29

ALB ALBEMARLE CORP9.2K shares0.01%2026-03-312026-04-29

EA SERIES TRUST EA SERIES TRUST32.9K shares0.00%2026-03-312026-04-29

NFLX NETFLIX INC.16.2K shares-0.31%2026-03-312026-04-29

DMXF ISHARES TR20.6K shares3.10%2026-03-312026-04-29

Sponsored

VEA VANGUARD TAX-MANAGED FDS23.6K shares-13.99%2026-03-312026-04-29

AMZN AMAZON COM INC7.2K shares-4.89%2026-03-312026-04-29

DAN DANA INC44.6K shares0.00%2026-03-312026-04-29

TRMB TRIMBLE INC22.8K shares0.00%2026-03-312026-04-29

NUMV NUSHARES ETF TR38.3K shares0.26%2026-03-312026-04-29

AVSE AMERICAN CENTY ETF TR22.2K shares-0.72%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON5.8K shares-2.82%2026-03-312026-04-29

EBAY EBAY INC.12.5K shares0.26%2026-03-312026-04-29

Sponsored

SPY STATE STR SPDR S&P 500 ETF T1.7K shares-1.14%2026-03-312026-04-29

BMY BRISTOL-MYERS SQUIBB CO18.5K shares0.09%2026-03-312026-04-29

ESML ISHARES TR22.0K shares0.27%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K shares-1.77%2026-03-312026-04-29

MMIT NEW YORK LIFE INVTS ACTIVE E42.5K shares4.51%2026-03-312026-04-29

ESGE ISHARES INC21.6K shares-6.72%2026-03-312026-04-29

META META PLATFORMS INC1.7K shares0.84%2026-03-312026-04-29

AVSD AMERICAN CENTY ETF TR12.6K shares3.57%2026-03-312026-04-29

Sponsored

APH AMPHENOL CORP7.3K shares-13.00%2026-03-312026-04-29

MSCI MSCI INC1.6K shares0.00%2026-03-312026-04-29

USMV ISHARES TR8.9K shares-5.19%2026-03-312026-04-29

AMAT APPLIED MATLS INC2.3K shares1.35%2026-03-312026-04-29

DFSU DIMENSIONAL ETF TRUST18.2K shares1.67%2026-03-312026-04-29

VSGX VANGUARD WORLD FD10.4K shares8.71%2026-03-312026-04-29

JPIE J P MORGAN EXCHANGE TRADED F15.7K shares5.64%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR1.2K shares-11.88%2026-03-312026-04-29

Sponsored

MCO MOODYS CORP1.4K shares0.00%2026-03-312026-04-29

FLIA FRANKLIN TEMPLETON ETF TR29.9K shares2.64%2026-03-312026-04-29

AMD ADVANCED MICRO DEVICES INC2.9K shares-2.03%2026-03-312026-04-29

CSCO CISCO SYS INC7.0K shares6.72%2026-03-312026-04-29

ROKU ROKU INC5.6K shares0.51%2026-03-312026-04-29

AKAM AKAMAI TECHNOLOGIES INC4.4K shares0.38%2026-03-312026-04-29

AGG ISHARES TR4.8K shares-26.66%2026-03-312026-04-29

VUG VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-29

Sponsored

DGRS WISDOMTREE TR8.9K shares8.24%2026-03-312026-04-29

ITOT ISHARES TR3.3K shares-16.30%2026-03-312026-04-29

VTI VANGUARD INDEX FDS1.4K shares25.59%2026-03-312026-04-29

KLAC KLA CORP306 shares2.34%2026-03-312026-04-29

IHI ISHARES TR8.2K shares0.00%2026-03-312026-04-29

PLTR PALANTIR TECHNOLOGIES INC2.9K shares1.11%2026-03-312026-04-29

CME CME GROUP INC1.4K shares0.42%2026-03-312026-04-29

NXPI NXP SEMICONDUCTORS N V2.1K shares0.23%2026-03-312026-04-29

Sponsored

INTC INTEL CORP9.5K shares0.58%2026-03-312026-04-29

BND VANGUARD BD INDEX FDS5.5K shares0.76%2026-03-312026-04-29

PM PHILIP MORRIS INTL INC2.4K shares-1.47%2026-03-312026-04-29

WDAY WORKDAY INC3.1K shares0.49%2026-03-312026-04-29

NEE NEXTERA ENERGY INC4.2K shares-0.35%2026-03-312026-04-29

FJUL FIRST TR EXCHNG TRADED FD VI7.1K shares-86.02%2026-03-312026-04-29

EFV ISHARES TR5.0K shares0.00%2026-03-312026-04-29

QCOM QUALCOMM INC2.8K shares-1.40%2026-03-312026-04-29

Sponsored

LLY ELI LILLY & CO393 shares-4.61%2026-03-312026-04-29

EAGG ISHARES TR7.3K shares-7.06%2026-03-312026-04-29

VV VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-29

ICLN ISHARES TR17.5K shares-34.22%2026-03-312026-04-29

IDNA ISHARES TR10.9K shares-24.23%2026-03-312026-04-29

IVV ISHARES TR462 shares0.00%2026-03-312026-04-29

CVX CHEVRON CORPORATION1.4K shares2.14%2026-03-312026-04-29

UNP UNION PAC CORP1.2K shares-1.68%2026-03-312026-04-29

Sponsored

CLX CLOROX CO DEL2.7K shares0.00%2026-03-312026-04-29

PYPL PAYPAL HLDGS INC6.1K shares1.01%2026-03-312026-04-29

WMT WALMART INC2.2K shares-1.87%2026-03-312026-04-29

NOW SERVICENOW INC2.6K shares4.46%2026-03-312026-04-29

RTX RTX CORPORATION1.4K shares-7.38%2026-03-312026-04-29

ADBE ADOBE INC1.1K shares0.00%2026-03-312026-04-29

IDEV ISHARES TR3.1K shares0.00%2026-03-312026-04-29

TSLA TESLA INC698 shares-6.06%2026-03-312026-04-29

Sponsored

V VISA INC837 shares3.33%2026-03-312026-04-29

SCHZ SCHWAB STRATEGIC TR10.8K shares1.59%2026-03-312026-04-29

SONY SONY GROUP CORP12.0K shares0.46%2026-03-312026-04-29

QUAL ISHARES TR1.3K shares0.00%2026-03-312026-04-29

OKTA OKTA INC3.1K shares1.55%2026-03-312026-04-29

VTV VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-29

SPTM SPDR SERIES TRUST3.0K shares0.00%2026-03-312026-04-29

CRM SALESFORCE INC1.3K shares-9.00%2026-03-312026-04-29

Sponsored

PEP PEPSICO INC1.5K shares-14.08%2026-03-312026-04-29

CRWD CROWDSTRIKE HLDGS INC596 shares3.29%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION227 sharesnew addition2026-03-312026-04-29

XEL XCEL ENERGY INC2.7K sharesnew addition2026-03-312026-04-29

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP616 shares-5.52%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO716 shares-5.67%2026-03-312026-04-29

IJR ISHARES TR1.7K shares0.00%2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS862 shares10.51%2026-03-312026-04-29

Sponsored

FFEB FIRST TR EXCHNG TRADED FD VI3.7K shares-27.29%2026-03-312026-04-29

IWM ISHARES TR826 shares0.00%2026-03-312026-04-29

ONTF ON24 INC22.5K shares0.00%2026-03-312026-04-29

SRTS SENSUS HEALTHCARE INC16.1K shares0.00%2026-03-312026-04-29

SLQT SELECTQUOTE INC59.5K shares0.00%2026-03-312026-04-29

AAPL

APPLE INC

-2.76%

Shares364.1K

Event2026-03-31

Filed2026-04-29

FNDF

SCHWAB STRATEGIC TR

-0.08%

Shares713.9K

Event2026-03-31

Filed2026-04-29

CMF

ISHARES TR

6.61%

Shares468.0K

Event2026-03-31

Filed2026-04-29

GILD

GILEAD SCIENCES INC

0.00%

Shares169.7K

Event2026-03-31

Filed2026-04-29

FNDB

SCHWAB STRATEGIC TR

0.96%

Shares744.8K

Event2026-03-31

Filed2026-04-29

JBND

J P MORGAN EXCHANGE TRADED F

102.45%

Shares372.8K

Event2026-03-31

Filed2026-04-29

IUSB

ISHARES TR

-0.13%

Shares347.5K

Event2026-03-31

Filed2026-04-29

VOT

VANGUARD INDEX FDS

2.04%

Shares56.5K

Event2026-03-31

Filed2026-04-29

SPHQ

INVESCO EXCHANGE TRADED FD T

-0.69%

Shares186.3K

Event2026-03-31

Filed2026-04-29

SCHB

SCHWAB STRATEGIC TR

-2.96%

Shares539.1K

Event2026-03-31

Filed2026-04-29

FNDX

SCHWAB STRATEGIC TR

-1.38%

Shares471.9K

Event2026-03-31

Filed2026-04-29

VOE

VANGUARD INDEX FDS

2.19%

Shares69.7K

Event2026-03-31

Filed2026-04-29

SCHG

SCHWAB STRATEGIC TR

4.00%

Shares419.7K

Event2026-03-31

Filed2026-04-29

DFEV

DIMENSIONAL ETF TRUST

-0.18%

Shares329.9K

Event2026-03-31

Filed2026-04-29

VTIP

VANGUARD MALVERN FDS

11.24%

Shares218.1K

Event2026-03-31

Filed2026-04-29

SCHV

SCHWAB STRATEGIC TR

-0.54%

Shares345.4K

Event2026-03-31

Filed2026-04-29

MTUM

ISHARES TR

-0.35%

Shares43.9K

Event2026-03-31

Filed2026-04-29

FNDC

SCHWAB STRATEGIC TR

1.01%

Shares225.5K

Event2026-03-31

Filed2026-04-29

FNDA

SCHWAB STRATEGIC TR

-1.85%

Shares304.7K

Event2026-03-31

Filed2026-04-29

FBND

FIDELITY MERRIMACK STR TR

1.90%

Shares205.5K

Event2026-03-31

Filed2026-04-29

INVESCO EXCH TRADED FD TR II

3.88%

Shares125.9K

Event2026-03-31

Filed2026-04-29

IJH

ISHARES TR

-0.76%

Shares134.9K

Event2026-03-31

Filed2026-04-29

BNDX

VANGUARD CHARLOTTE FDS

33.50%

Shares177.6K

Event2026-03-31

Filed2026-04-29

PDN

INVESCO EXCH TRADED FD TR II

-1.52%

Shares194.8K

Event2026-03-31

Filed2026-04-29

SPEM

SPDR INDEX SHS FDS

1.65%

Shares174.9K

Event2026-03-31

Filed2026-04-29

FLJP

FRANKLIN TEMPLETON ETF TR

7.18%

Shares201.1K

Event2026-03-31

Filed2026-04-29

IWF

ISHARES TR

-0.12%

Shares16.5K

Event2026-03-31

Filed2026-04-29

ISCG

ISHARES TR

0.31%

Shares128.7K

Event2026-03-31

Filed2026-04-29

IMTM

ISHARES TR

-0.12%

Shares127.5K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

-1.58%

Shares31.6K

Event2026-03-31

Filed2026-04-29

IDHQ

INVESCO EXCH TRADED FD TR II

4.16%

Shares139.6K

Event2026-03-31

Filed2026-04-29

SPDW

SPDR INDEX SHS FDS

3.03%

Shares97.7K

Event2026-03-31

Filed2026-04-29

NULV

NUSHARES ETF TR

1.38%

Shares90.4K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-2.10%

Shares14.1K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

-0.33%

Shares10.5K

Event2026-03-31

Filed2026-04-29

WTPI

WISDOMTREE TR

2.62%

Shares115.7K

Event2026-03-31

Filed2026-04-29

FREL

FIDELITY COVINGTON TRUST

3.95%

Shares133.8K

Event2026-03-31

Filed2026-04-29

IWD

ISHARES TR

-0.49%

Shares16.2K

Event2026-03-31

Filed2026-04-29

CAT

CATERPILLAR INC

0.02%

Shares4.9K

Event2026-03-31

Filed2026-04-29

VTEB

VANGUARD MUN BD FDS

12.14%

Shares68.5K

Event2026-03-31

Filed2026-04-29

ESGU

ISHARES TR

0.30%

Shares23.3K

Event2026-03-31

Filed2026-04-29

IVOL

KRANESHARES TRUST

0.04%

Shares169.6K

Event2026-03-31

Filed2026-04-29

BJAN

INNOVATOR ETFS TRUST

0.87%

Shares58.8K

Event2026-03-31

Filed2026-04-29

SCHD

SCHWAB STRATEGIC TR

-0.15%

Shares88.7K

Event2026-03-31

Filed2026-04-29

VYM

VANGUARD WHITEHALL FDS

-0.14%

Shares17.5K

Event2026-03-31

Filed2026-04-29

USXF

ISHARES TR

0.00%

Shares45.3K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

9.92%

Shares8.7K

Event2026-03-31

Filed2026-04-29

VWO

VANGUARD INTL EQUITY INDEX F

-4.55%

Shares44.2K

Event2026-03-31

Filed2026-04-29

IJJ

ISHARES TR

-1.44%

Shares16.7K

Event2026-03-31

Filed2026-04-29

IQLT

ISHARES TR

-0.42%

Shares43.5K

Event2026-03-31

Filed2026-04-29

XJH

ISHARES TR

2.09%

Shares38.5K

Event2026-03-31

Filed2026-04-29

DON

WISDOMTREE TR

5.01%

Shares31.7K

Event2026-03-31

Filed2026-04-29

ALB

ALBEMARLE CORP

0.01%

Shares9.2K

Event2026-03-31

Filed2026-04-29

EA SERIES TRUST

0.00%

Shares32.9K

Event2026-03-31

Filed2026-04-29

NFLX

NETFLIX INC.

-0.31%

Shares16.2K

Event2026-03-31

Filed2026-04-29

DMXF

ISHARES TR

3.10%

Shares20.6K

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD TAX-MANAGED FDS

-13.99%

Shares23.6K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

-4.89%

Shares7.2K

Event2026-03-31

Filed2026-04-29

DAN

DANA INC

0.00%

Shares44.6K

Event2026-03-31

Filed2026-04-29

TRMB

TRIMBLE INC

0.00%

Shares22.8K

Event2026-03-31

Filed2026-04-29

NUMV

NUSHARES ETF TR

0.26%

Shares38.3K

Event2026-03-31

Filed2026-04-29

AVSE

AMERICAN CENTY ETF TR

-0.72%

Shares22.2K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

-2.82%

Shares5.8K

Event2026-03-31

Filed2026-04-29

EBAY

EBAY INC.

0.26%

Shares12.5K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

-1.14%

Shares1.7K

Event2026-03-31

Filed2026-04-29

BMY

BRISTOL-MYERS SQUIBB CO

0.09%

Shares18.5K

Event2026-03-31

Filed2026-04-29

ESML

ISHARES TR

0.27%

Shares22.0K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

-1.77%

Shares1.7K

Event2026-03-31

Filed2026-04-29

MMIT

NEW YORK LIFE INVTS ACTIVE E

4.51%

Shares42.5K

Event2026-03-31

Filed2026-04-29

ESGE

ISHARES INC

-6.72%

Shares21.6K

Event2026-03-31

Filed2026-04-29

META

META PLATFORMS INC

0.84%

Shares1.7K

Event2026-03-31

Filed2026-04-29

AVSD

AMERICAN CENTY ETF TR

3.57%

Shares12.6K

Event2026-03-31

Filed2026-04-29

APH

AMPHENOL CORP

-13.00%

Shares7.3K

Event2026-03-31

Filed2026-04-29

MSCI

MSCI INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-29

USMV

ISHARES TR

-5.19%

Shares8.9K

Event2026-03-31

Filed2026-04-29

AMAT

APPLIED MATLS INC

1.35%

Shares2.3K

Event2026-03-31

Filed2026-04-29

DFSU

DIMENSIONAL ETF TRUST

1.67%

Shares18.2K

Event2026-03-31

Filed2026-04-29

VSGX

VANGUARD WORLD FD

8.71%

Shares10.4K

Event2026-03-31

Filed2026-04-29

JPIE

J P MORGAN EXCHANGE TRADED F

5.64%

Shares15.7K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

-11.88%

Shares1.2K

Event2026-03-31

Filed2026-04-29

MCO

MOODYS CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-29

FLIA

FRANKLIN TEMPLETON ETF TR

2.64%

Shares29.9K

Event2026-03-31

Filed2026-04-29

AMD

ADVANCED MICRO DEVICES INC

-2.03%

Shares2.9K

Event2026-03-31

Filed2026-04-29

CSCO

CISCO SYS INC

6.72%

Shares7.0K

Event2026-03-31

Filed2026-04-29

ROKU

ROKU INC

0.51%

Shares5.6K

Event2026-03-31

Filed2026-04-29

AKAM

AKAMAI TECHNOLOGIES INC

0.38%

Shares4.4K

Event2026-03-31

Filed2026-04-29

AGG

ISHARES TR

-26.66%

Shares4.8K

Event2026-03-31

Filed2026-04-29

VUG

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-29

DGRS

WISDOMTREE TR

8.24%

Shares8.9K

Event2026-03-31

Filed2026-04-29

ITOT

ISHARES TR

-16.30%

Shares3.3K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

25.59%

Shares1.4K

Event2026-03-31

Filed2026-04-29

KLAC

KLA CORP

2.34%

Shares306

Event2026-03-31

Filed2026-04-29

IHI

ISHARES TR

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-29

PLTR

PALANTIR TECHNOLOGIES INC

1.11%

Shares2.9K

Event2026-03-31

Filed2026-04-29

CME

CME GROUP INC

0.42%

Shares1.4K

Event2026-03-31

Filed2026-04-29

NXPI

NXP SEMICONDUCTORS N V

0.23%

Shares2.1K

Event2026-03-31

Filed2026-04-29

INTC

INTEL CORP

0.58%

Shares9.5K

Event2026-03-31

Filed2026-04-29

BND

VANGUARD BD INDEX FDS

0.76%

Shares5.5K

Event2026-03-31

Filed2026-04-29

PHILIP MORRIS INTL INC

-1.47%

Shares2.4K

Event2026-03-31

Filed2026-04-29

WDAY

WORKDAY INC

0.49%

Shares3.1K

Event2026-03-31

Filed2026-04-29

NEE

NEXTERA ENERGY INC

-0.35%

Shares4.2K

Event2026-03-31

Filed2026-04-29

FJUL

FIRST TR EXCHNG TRADED FD VI

-86.02%

Shares7.1K

Event2026-03-31

Filed2026-04-29

EFV

ISHARES TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-29

QCOM

QUALCOMM INC

-1.40%

Shares2.8K

Event2026-03-31

Filed2026-04-29

LLY

ELI LILLY & CO

-4.61%

Shares393

Event2026-03-31

Filed2026-04-29

EAGG

ISHARES TR

-7.06%

Shares7.3K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-29

ICLN

ISHARES TR

-34.22%

Shares17.5K

Event2026-03-31

Filed2026-04-29

IDNA

ISHARES TR

-24.23%

Shares10.9K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

0.00%

Shares462

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORPORATION

2.14%

Shares1.4K

Event2026-03-31

Filed2026-04-29

UNP

UNION PAC CORP

-1.68%

Shares1.2K

Event2026-03-31

Filed2026-04-29

CLX

CLOROX CO DEL

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-29

PYPL

PAYPAL HLDGS INC

1.01%

Shares6.1K

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

-1.87%

Shares2.2K

Event2026-03-31

Filed2026-04-29

NOW

SERVICENOW INC

4.46%

Shares2.6K

Event2026-03-31

Filed2026-04-29

RTX

RTX CORPORATION

-7.38%

Shares1.4K

Event2026-03-31

Filed2026-04-29

ADBE

ADOBE INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-29

IDEV

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-29

TSLA

TESLA INC

-6.06%

Shares698

Event2026-03-31

Filed2026-04-29

VISA INC

3.33%

Shares837

Event2026-03-31

Filed2026-04-29

SCHZ

SCHWAB STRATEGIC TR

1.59%

Shares10.8K

Event2026-03-31

Filed2026-04-29

SONY

SONY GROUP CORP

0.46%

Shares12.0K

Event2026-03-31

Filed2026-04-29

QUAL

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-29

OKTA

OKTA INC

1.55%

Shares3.1K

Event2026-03-31

Filed2026-04-29

VTV

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-29

SPTM

SPDR SERIES TRUST

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-29

CRM

SALESFORCE INC

-9.00%

Shares1.3K

Event2026-03-31

Filed2026-04-29

PEP

PEPSICO INC

-14.08%

Shares1.5K

Event2026-03-31

Filed2026-04-29

CRWD

CROWDSTRIKE HLDGS INC

3.29%

Shares596

Event2026-03-31

Filed2026-04-29

COST

COSTCO WHOLESALE CORPORATION

New

Shares227

Event2026-03-31

Filed2026-04-29

XEL

XCEL ENERGY INC

New

Shares2.7K

Event2026-03-31

Filed2026-04-29

GENERAL DYNAMICS CORP

-5.52%

Shares616

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

-5.67%

Shares716

Event2026-03-31

Filed2026-04-29

IJR

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-29

IBM

INTERNATIONAL BUSINESS MACHS

10.51%

Shares862

Event2026-03-31

Filed2026-04-29

FFEB

FIRST TR EXCHNG TRADED FD VI

-27.29%

Shares3.7K

Event2026-03-31

Filed2026-04-29

IWM

ISHARES TR

0.00%

Shares826

Event2026-03-31

Filed2026-04-29

ONTF

ON24 INC

0.00%

Shares22.5K

Event2026-03-31

Filed2026-04-29

SRTS

SENSUS HEALTHCARE INC

0.00%

Shares16.1K

Event2026-03-31

Filed2026-04-29

SLQT

SELECTQUOTE INC

0.00%

Shares59.5K

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

AAPL Put PutAPPLE INC69.0K shares-1.43%2026-03-312026-04-29

NVDA Put PutNVIDIA CORPORATION13.3K shares-9.52%2026-03-312026-04-29

ALPHABET INC Put PutALPHABET INC5.7K shares-5.00%2026-03-312026-04-29

CAT Put PutCATERPILLAR INC1.0K sharesnew addition2026-03-312026-04-29

MSFT Put PutMICROSOFT CORP1.8K shares0.00%2026-03-312026-04-29

AAPL Put

APPLE INC

-1.43%

Shares69.0K

Event2026-03-31

Filed2026-04-29

NVDA Put

NVIDIA CORPORATION

-9.52%

Shares13.3K

Event2026-03-31

Filed2026-04-29

ALPHABET INC Put

ALPHABET INC

-5.00%

Shares5.7K

Event2026-03-31

Filed2026-04-29

CAT Put

CATERPILLAR INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-29

MSFT Put

MICROSOFT CORP

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-29