Sponsored

The Analysis of PACES FERRY WEALTH ADVISORS, LLC's Holdings & P&L

Currently, PACES FERRY WEALTH ADVISORS, LLC holds 127 types of securities in its portfolio with a total value $240.0M. In the most recent quarter, they have increased their positions in SCHG (+43.1K shares, valued at $1.3M), OSEA (+37.1K shares, valued at $1.1M), JPST (+18.1K shares, valued at $916.9K); decreased their positions in AFL (-9.7K shares, valued at $1.1M), VEEV (-993 shares, valued at $174.4K), SCHV (-3.0K shares, valued at $91.7K); initiated new positions in KO (+4.6K shares, valued at $347.3K), CMCSA (+9.7K shares, valued at $279.6K), VRT (+1.1K shares, valued at $274.4K).

1M P&L

-6.6M-2.65%

3M P&L

-6.8M-2.70%

HY P&L

-671.5K-0.27%

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/A132.4M

59.7%

2Semiconductors14.0M

6.3%

3Consumer Electronics13.7M

6.2%

Top Industries by Stock Count

1N/A39 stocks

33.6%

2Software - Application6 stocks

5.2%

3Drug Manufacturers - General5 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR684.5K shares6.72%2026-03-312026-05-06

SCHD SCHWAB STRATEGIC TR580.5K shares1.73%2026-03-312026-05-06

OSEA HARBOR ETF TRUST580.9K shares6.81%2026-03-312026-05-06

AAPL APPLE INC54.1K shares-0.26%2026-03-312026-05-06

JPST J P MORGAN EXCHANGE TRADED F260.5K shares7.47%2026-03-312026-05-06

NVDA NVIDIA CORPORATION75.0K shares-0.23%2026-03-312026-05-06

AFL AFLAC INC114.8K shares-7.78%2026-03-312026-05-06

FLOT ISHARES TR162.8K shares6.86%2026-03-312026-05-06

Sponsored

SCHV SCHWAB STRATEGIC TR210.8K shares-1.41%2026-03-312026-05-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T32.3K shares7.85%2026-03-312026-05-06

MUNI PIMCO ETF TR114.3K shares0.00%2026-03-312026-05-06

AMZN AMAZON COM INC23.8K shares0.71%2026-03-312026-05-06

IWF ISHARES TR10.7K shares-1.06%2026-03-312026-05-06

IVV ISHARES TR6.8K shares-0.41%2026-03-312026-05-06

VTV VANGUARD INDEX FDS21.7K shares0.31%2026-03-312026-05-06

ALPHABET INC ALPHABET INC13.0K shares2.58%2026-03-312026-05-06

Sponsored

ALPHABET INC ALPHABET INC12.0K shares2.54%2026-03-312026-05-06

IGSB ISHARES TR62.6K shares32.23%2026-03-312026-05-06

VBK VANGUARD INDEX FDS10.8K shares0.77%2026-03-312026-05-06

JPM JPMORGAN CHASE & CO11.0K shares-0.38%2026-03-312026-05-06

SCHA SCHWAB STRATEGIC TR110.6K shares-1.23%2026-03-312026-05-06

MSFT MICROSOFT CORP8.0K shares0.01%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T4.4K shares0.16%2026-03-312026-05-06

META META PLATFORMS INC4.4K shares-0.21%2026-03-312026-05-06

Sponsored

JNJ JOHNSON & JOHNSON8.4K shares-1.61%2026-03-312026-05-06

V VISA INC6.5K shares-0.31%2026-03-312026-05-06

SCHX SCHWAB STRATEGIC TR75.0K shares-0.20%2026-03-312026-05-06

IWM ISHARES TR6.5K shares-3.52%2026-03-312026-05-06

ISRG INTUITIVE SURGICAL INC3.5K shares0.12%2026-03-312026-05-06

ROP ROPER TECHNOLOGIES INC4.5K shares-0.20%2026-03-312026-05-06

HIMU BLACKROCK ETF TRUST II32.0K shares0.00%2026-03-312026-05-06

EFG ISHARES TR13.7K shares-0.90%2026-03-312026-05-06

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.2K shares-0.03%2026-03-312026-05-06

HD HOME DEPOT INC4.5K shares-3.07%2026-03-312026-05-06

BROADCOM INC BROADCOM INC4.3K shares-2.03%2026-03-312026-05-06

IWN ISHARES TR7.1K shares0.01%2026-03-312026-05-06

NFLX NETFLIX INC.12.7K shares-0.15%2026-03-312026-05-06

TSLA TESLA INC3.2K shares1.59%2026-03-312026-05-06

COST COSTCO WHOLESALE CORPORATION1.0K shares0.10%2026-03-312026-05-06

SPEU SPDR INDEX SHS FDS18.4K shares3.52%2026-03-312026-05-06

Sponsored

ULTA ULTA BEAUTY INC1.7K shares0.00%2026-03-312026-05-06

IEMG ISHARES INC12.7K shares-3.07%2026-03-312026-05-06

IWR ISHARES TR8.9K shares0.11%2026-03-312026-05-06

VYM VANGUARD WHITEHALL FDS5.7K shares-0.17%2026-03-312026-05-06

IGIB ISHARES TR15.9K shares1.82%2026-03-312026-05-06

IWB ISHARES TR2.2K shares0.13%2026-03-312026-05-06

ORCL ORACLE CORP5.4K shares0.00%2026-03-312026-05-06

CRM SALESFORCE INC3.8K shares16.66%2026-03-312026-05-06

Sponsored

XOM EXXON MOBIL CORP4.1K shares-4.76%2026-03-312026-05-06

GS GOLDMAN SACHS GROUP INC830 shares0.36%2026-03-312026-05-06

FTNT FORTINET INC8.5K shares0.02%2026-03-312026-05-06

VO VANGUARD INDEX FDS2.2K shares4.34%2026-03-312026-05-06

CXM SPRINKLR INC105.5K shares0.03%2026-03-312026-05-06

MNST MONSTER BEVERAGE CORP NEW8.6K shares-0.07%2026-03-312026-05-06

EW EDWARDS LIFESCIENCES CORP7.4K shares0.00%2026-03-312026-05-06

VRTX VERTEX PHARMACEUTICALS INC1.3K shares0.00%2026-03-312026-05-06

Sponsored

IYW ISHARES TR2.9K shares0.03%2026-03-312026-05-06

MS MORGAN STANLEY3.2K shares-1.37%2026-03-312026-05-06

DGRO ISHARES TR7.4K shares0.25%2026-03-312026-05-06

AVMV AMERICAN CENTY ETF TR6.9K shares1.54%2026-03-312026-05-06

PM PHILIP MORRIS INTL INC3.0K shares0.07%2026-03-312026-05-06

COP CONOCOPHILLIPS3.7K shares-0.48%2026-03-312026-05-06

VEEV VEEVA SYS INC2.8K shares-26.22%2026-03-312026-05-06

TSM TAIWAN SEMICONDUCTOR MANUFAC1.4K shares0.98%2026-03-312026-05-06

Sponsored

BA BOEING CO2.4K shares-0.08%2026-03-312026-05-06

MERCK & CO INC MERCK & CO INC4.0K shares2.98%2026-03-312026-05-06

NVS NOVARTIS AG3.0K shares-0.03%2026-03-312026-05-06

RTX RTX CORPORATION2.4K shares0.13%2026-03-312026-05-06

NOW SERVICENOW INC4.3K shares1.71%2026-03-312026-05-06

ABBV ABBVIE INC2.1K shares-10.58%2026-03-312026-05-06

CB CHUBB LTD SWITZ1.4K shares0.00%2026-03-312026-05-06

MA MASTERCARD INCORPORATED889 shares-1.98%2026-03-312026-05-06

Sponsored

CAT CATERPILLAR INC626 shares0.00%2026-03-312026-05-06

CVX CHEVRON CORPORATION2.1K shares-8.92%2026-03-312026-05-06

BAC BANK AMERICA CORP8.9K shares-1.11%2026-03-312026-05-06

DE DEERE & CO751 shares-0.92%2026-03-312026-05-06

FLJP FRANKLIN TEMPLETON ETF TR11.4K shares2.82%2026-03-312026-05-06

LLY ELI LILLY & CO429 shares3.37%2026-03-312026-05-06

REGN REGENERON PHARMACEUTICALS510 shares0.00%2026-03-312026-05-06

CSCO CISCO SYS INC5.0K shares-9.26%2026-03-312026-05-06

Sponsored

QCOM QUALCOMM INC3.0K shares11.83%2026-03-312026-05-06

LOW LOWES COS INC1.5K shares18.32%2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR612 shares0.00%2026-03-312026-05-06

ADSK AUTODESK INC1.5K shares-0.07%2026-03-312026-05-06

KO COCA COLA CO4.6K sharesnew addition2026-03-312026-05-06

CINF CINCINNATI FINL CORP2.2K shares0.14%2026-03-312026-05-06

JCI JOHNSON CONTROLS INTERNATION2.6K shares0.12%2026-03-312026-05-06

VTI VANGUARD INDEX FDS1.0K shares-2.53%2026-03-312026-05-06

Sponsored

MUR MURPHY OIL CORP7.9K shares0.13%2026-03-312026-05-06

DIS DISNEY WALT CO3.4K shares0.48%2026-03-312026-05-06

ABT ABBOTT LABORATORIES3.1K shares43.43%2026-03-312026-05-06

NET CLOUDFLARE INC1.6K shares1.24%2026-03-312026-05-06

VANGUARD INDEX FDS VANGUARD INDEX FDS535 shares41.91%2026-03-312026-05-06

VNQ VANGUARD INDEX FDS3.6K shares1.07%2026-03-312026-05-06

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP914 shares-0.22%2026-03-312026-05-06

GE AEROSPACE GE AEROSPACE1.1K shares22.65%2026-03-312026-05-06

Sponsored

T AT&T INC10.6K shares-6.66%2026-03-312026-05-06

SHOP SHOPIFY INC2.6K shares-2.02%2026-03-312026-05-06

SO SOUTHERN CO3.1K shares-5.43%2026-03-312026-05-06

MO ALTRIA GROUP INC4.6K shares8.29%2026-03-312026-05-06

VZ VERIZON COMMUNICATIONS INC5.8K shares0.63%2026-03-312026-05-06

PG PROCTER & GAMBLE CO2.0K shares25.06%2026-03-312026-05-06

CMCSA COMCAST CORP NEW9.7K sharesnew addition2026-03-312026-05-06

VUG VANGUARD INDEX FDS636 shares15.22%2026-03-312026-05-06

Sponsored

EXPD EXPEDITORS INTL WASH INC1.9K shares-0.10%2026-03-312026-05-06

VRT VERTIV HOLDINGS CO1.1K sharesnew addition2026-03-312026-05-06

SBUX STARBUCKS CORP3.1K shares-0.26%2026-03-312026-05-06

UNH UNITEDHEALTH GROUP INC1.0K sharesnew addition2026-03-312026-05-06

VOE VANGUARD INDEX FDS1.5K shares-0.34%2026-03-312026-05-06

BMY BRISTOL-MYERS SQUIBB CO4.4K shares3.53%2026-03-312026-05-06

PLTR PALANTIR TECHNOLOGIES INC1.8K shares7.12%2026-03-312026-05-06

NEE NEXTERA ENERGY INC2.8K shares-0.75%2026-03-312026-05-06

Sponsored

SPEM SPDR INDEX SHS FDS5.3K shares4.08%2026-03-312026-05-06

CITIGROUP INC CITIGROUP INC2.1K shares-9.41%2026-03-312026-05-06

TRV TRAVELERS COMPANIES INC800 shares-3.15%2026-03-312026-05-06

EFV ISHARES TR3.1K shares0.00%2026-03-312026-05-06

MBB ISHARES TR2.4K shares1.06%2026-03-312026-05-06

DVY ISHARES TR1.5K shares0.00%2026-03-312026-05-06

NEM NEWMONT CORP2.0K shares-3.09%2026-03-312026-05-06

AIG AMERICAN INTL GROUP INC2.9K shares-0.52%2026-03-312026-05-06

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN1.3K shares-0.30%2026-03-312026-05-06

TXRH TEXAS ROADHOUSE INC1.2K shares0.00%2026-03-312026-05-06

OMFL INVESCO EXCH TRD SLF IDX FD3.3K shares-2.20%2026-03-312026-05-06

NIO NIO INC20.2K shares0.00%2026-03-312026-05-06

CTMX CYTOMX THERAPEUTICS INC.14.8K shares0.00%2026-03-312026-05-06

GERN GERON CORP23.5K shares0.00%2026-03-312026-05-06

PYXS PYXIS ONCOLOGY INC11.4K shares0.00%2026-03-312026-05-06

SCHG

SCHWAB STRATEGIC TR

6.72%

Shares684.5K

Event2026-03-31

Filed2026-05-06

SCHD

SCHWAB STRATEGIC TR

1.73%

Shares580.5K

Event2026-03-31

Filed2026-05-06

OSEA

HARBOR ETF TRUST

6.81%

Shares580.9K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE INC

-0.26%

Shares54.1K

Event2026-03-31

Filed2026-05-06

JPST

J P MORGAN EXCHANGE TRADED F

7.47%

Shares260.5K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

-0.23%

Shares75.0K

Event2026-03-31

Filed2026-05-06

AFL

AFLAC INC

-7.78%

Shares114.8K

Event2026-03-31

Filed2026-05-06

FLOT

ISHARES TR

6.86%

Shares162.8K

Event2026-03-31

Filed2026-05-06

SCHV

SCHWAB STRATEGIC TR

-1.41%

Shares210.8K

Event2026-03-31

Filed2026-05-06

INVESCO EXCHANGE TRADED FD T

7.85%

Shares32.3K

Event2026-03-31

Filed2026-05-06

MUNI

PIMCO ETF TR

0.00%

Shares114.3K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

0.71%

Shares23.8K

Event2026-03-31

Filed2026-05-06

IWF

ISHARES TR

-1.06%

Shares10.7K

Event2026-03-31

Filed2026-05-06

IVV

ISHARES TR

-0.41%

Shares6.8K

Event2026-03-31

Filed2026-05-06

VTV

VANGUARD INDEX FDS

0.31%

Shares21.7K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

2.58%

Shares13.0K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

2.54%

Shares12.0K

Event2026-03-31

Filed2026-05-06

IGSB

ISHARES TR

32.23%

Shares62.6K

Event2026-03-31

Filed2026-05-06

VBK

VANGUARD INDEX FDS

0.77%

Shares10.8K

Event2026-03-31

Filed2026-05-06

JPM

JPMORGAN CHASE & CO

-0.38%

Shares11.0K

Event2026-03-31

Filed2026-05-06

SCHA

SCHWAB STRATEGIC TR

-1.23%

Shares110.6K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

0.01%

Shares8.0K

Event2026-03-31

Filed2026-05-06

SPY

STATE STR SPDR S&P 500 ETF T

0.16%

Shares4.4K

Event2026-03-31

Filed2026-05-06

META

META PLATFORMS INC

-0.21%

Shares4.4K

Event2026-03-31

Filed2026-05-06

JNJ

JOHNSON & JOHNSON

-1.61%

Shares8.4K

Event2026-03-31

Filed2026-05-06

VISA INC

-0.31%

Shares6.5K

Event2026-03-31

Filed2026-05-06

SCHX

SCHWAB STRATEGIC TR

-0.20%

Shares75.0K

Event2026-03-31

Filed2026-05-06

IWM

ISHARES TR

-3.52%

Shares6.5K

Event2026-03-31

Filed2026-05-06

ISRG

INTUITIVE SURGICAL INC

0.12%

Shares3.5K

Event2026-03-31

Filed2026-05-06

ROP

ROPER TECHNOLOGIES INC

-0.20%

Shares4.5K

Event2026-03-31

Filed2026-05-06

HIMU

BLACKROCK ETF TRUST II

0.00%

Shares32.0K

Event2026-03-31

Filed2026-05-06

EFG

ISHARES TR

-0.90%

Shares13.7K

Event2026-03-31

Filed2026-05-06

BERKSHIRE HATHAWAY INC DEL

-0.03%

Shares3.2K

Event2026-03-31

Filed2026-05-06

HOME DEPOT INC

-3.07%

Shares4.5K

Event2026-03-31

Filed2026-05-06

BROADCOM INC

-2.03%

Shares4.3K

Event2026-03-31

Filed2026-05-06

IWN

ISHARES TR

0.01%

Shares7.1K

Event2026-03-31

Filed2026-05-06

NFLX

NETFLIX INC.

-0.15%

Shares12.7K

Event2026-03-31

Filed2026-05-06

TSLA

TESLA INC

1.59%

Shares3.2K

Event2026-03-31

Filed2026-05-06

COST

COSTCO WHOLESALE CORPORATION

0.10%

Shares1.0K

Event2026-03-31

Filed2026-05-06

SPEU

SPDR INDEX SHS FDS

3.52%

Shares18.4K

Event2026-03-31

Filed2026-05-06

ULTA

ULTA BEAUTY INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-06

IEMG

ISHARES INC

-3.07%

Shares12.7K

Event2026-03-31

Filed2026-05-06

IWR

ISHARES TR

0.11%

Shares8.9K

Event2026-03-31

Filed2026-05-06

VYM

VANGUARD WHITEHALL FDS

-0.17%

Shares5.7K

Event2026-03-31

Filed2026-05-06

IGIB

ISHARES TR

1.82%

Shares15.9K

Event2026-03-31

Filed2026-05-06

IWB

ISHARES TR

0.13%

Shares2.2K

Event2026-03-31

Filed2026-05-06

ORCL

ORACLE CORP

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-06

CRM

SALESFORCE INC

16.66%

Shares3.8K

Event2026-03-31

Filed2026-05-06

XOM

EXXON MOBIL CORP

-4.76%

Shares4.1K

Event2026-03-31

Filed2026-05-06

GOLDMAN SACHS GROUP INC

0.36%

Shares830

Event2026-03-31

Filed2026-05-06

FTNT

FORTINET INC

0.02%

Shares8.5K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

4.34%

Shares2.2K

Event2026-03-31

Filed2026-05-06

CXM

SPRINKLR INC

0.03%

Shares105.5K

Event2026-03-31

Filed2026-05-06

MNST

MONSTER BEVERAGE CORP NEW

-0.07%

Shares8.6K

Event2026-03-31

Filed2026-05-06

EDWARDS LIFESCIENCES CORP

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-06

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-06

IYW

ISHARES TR

0.03%

Shares2.9K

Event2026-03-31

Filed2026-05-06

MORGAN STANLEY

-1.37%

Shares3.2K

Event2026-03-31

Filed2026-05-06

DGRO

ISHARES TR

0.25%

Shares7.4K

Event2026-03-31

Filed2026-05-06

AVMV

AMERICAN CENTY ETF TR

1.54%

Shares6.9K

Event2026-03-31

Filed2026-05-06

PHILIP MORRIS INTL INC

0.07%

Shares3.0K

Event2026-03-31

Filed2026-05-06

COP

CONOCOPHILLIPS

-0.48%

Shares3.7K

Event2026-03-31

Filed2026-05-06

VEEV

VEEVA SYS INC

-26.22%

Shares2.8K

Event2026-03-31

Filed2026-05-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.98%

Shares1.4K

Event2026-03-31

Filed2026-05-06

BOEING CO

-0.08%

Shares2.4K

Event2026-03-31

Filed2026-05-06

MERCK & CO INC

2.98%

Shares4.0K

Event2026-03-31

Filed2026-05-06

NVS

NOVARTIS AG

-0.03%

Shares3.0K

Event2026-03-31

Filed2026-05-06

RTX

RTX CORPORATION

0.13%

Shares2.4K

Event2026-03-31

Filed2026-05-06

NOW

SERVICENOW INC

1.71%

Shares4.3K

Event2026-03-31

Filed2026-05-06

ABBV

ABBVIE INC

-10.58%

Shares2.1K

Event2026-03-31

Filed2026-05-06

CHUBB LTD SWITZ

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-06

MASTERCARD INCORPORATED

-1.98%

Shares889

Event2026-03-31

Filed2026-05-06

CAT

CATERPILLAR INC

0.00%

Shares626

Event2026-03-31

Filed2026-05-06

CVX

CHEVRON CORPORATION

-8.92%

Shares2.1K

Event2026-03-31

Filed2026-05-06

BAC

BANK AMERICA CORP

-1.11%

Shares8.9K

Event2026-03-31

Filed2026-05-06

DEERE & CO

-0.92%

Shares751

Event2026-03-31

Filed2026-05-06

FLJP

FRANKLIN TEMPLETON ETF TR

2.82%

Shares11.4K

Event2026-03-31

Filed2026-05-06

LLY

ELI LILLY & CO

3.37%

Shares429

Event2026-03-31

Filed2026-05-06

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares510

Event2026-03-31

Filed2026-05-06

CSCO

CISCO SYS INC

-9.26%

Shares5.0K

Event2026-03-31

Filed2026-05-06

QCOM

QUALCOMM INC

11.83%

Shares3.0K

Event2026-03-31

Filed2026-05-06

LOW

LOWES COS INC

18.32%

Shares1.5K

Event2026-03-31

Filed2026-05-06

INVESCO QQQ TR

0.00%

Shares612

Event2026-03-31

Filed2026-05-06

ADSK

AUTODESK INC

-0.07%

Shares1.5K

Event2026-03-31

Filed2026-05-06

COCA COLA CO

New

Shares4.6K

Event2026-03-31

Filed2026-05-06

CINF

CINCINNATI FINL CORP

0.14%

Shares2.2K

Event2026-03-31

Filed2026-05-06

JCI

JOHNSON CONTROLS INTERNATION

0.12%

Shares2.6K

Event2026-03-31

Filed2026-05-06

VTI

VANGUARD INDEX FDS

-2.53%

Shares1.0K

Event2026-03-31

Filed2026-05-06

MUR

MURPHY OIL CORP

0.13%

Shares7.9K

Event2026-03-31

Filed2026-05-06

DIS

DISNEY WALT CO

0.48%

Shares3.4K

Event2026-03-31

Filed2026-05-06

ABT

ABBOTT LABORATORIES

43.43%

Shares3.1K

Event2026-03-31

Filed2026-05-06

NET

CLOUDFLARE INC

1.24%

Shares1.6K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

41.91%

Shares535

Event2026-03-31

Filed2026-05-06

VNQ

VANGUARD INDEX FDS

1.07%

Shares3.6K

Event2026-03-31

Filed2026-05-06

GENERAL DYNAMICS CORP

-0.22%

Shares914

Event2026-03-31

Filed2026-05-06

GE AEROSPACE

22.65%

Shares1.1K

Event2026-03-31

Filed2026-05-06

AT&T INC

-6.66%

Shares10.6K

Event2026-03-31

Filed2026-05-06

SHOP

SHOPIFY INC

-2.02%

Shares2.6K

Event2026-03-31

Filed2026-05-06

SOUTHERN CO

-5.43%

Shares3.1K

Event2026-03-31

Filed2026-05-06

ALTRIA GROUP INC

8.29%

Shares4.6K

Event2026-03-31

Filed2026-05-06

VERIZON COMMUNICATIONS INC

0.63%

Shares5.8K

Event2026-03-31

Filed2026-05-06

PROCTER & GAMBLE CO

25.06%

Shares2.0K

Event2026-03-31

Filed2026-05-06

CMCSA

COMCAST CORP NEW

New

Shares9.7K

Event2026-03-31

Filed2026-05-06

VUG

VANGUARD INDEX FDS

15.22%

Shares636

Event2026-03-31

Filed2026-05-06

EXPD

EXPEDITORS INTL WASH INC

-0.10%

Shares1.9K

Event2026-03-31

Filed2026-05-06

VRT

VERTIV HOLDINGS CO

New

Shares1.1K

Event2026-03-31

Filed2026-05-06

SBUX

STARBUCKS CORP

-0.26%

Shares3.1K

Event2026-03-31

Filed2026-05-06

UNH

UNITEDHEALTH GROUP INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-06

VOE

VANGUARD INDEX FDS

-0.34%

Shares1.5K

Event2026-03-31

Filed2026-05-06

BMY

BRISTOL-MYERS SQUIBB CO

3.53%

Shares4.4K

Event2026-03-31

Filed2026-05-06

PLTR

PALANTIR TECHNOLOGIES INC

7.12%

Shares1.8K

Event2026-03-31

Filed2026-05-06

NEE

NEXTERA ENERGY INC

-0.75%

Shares2.8K

Event2026-03-31

Filed2026-05-06

SPEM

SPDR INDEX SHS FDS

4.08%

Shares5.3K

Event2026-03-31

Filed2026-05-06

CITIGROUP INC

-9.41%

Shares2.1K

Event2026-03-31

Filed2026-05-06

TRV

TRAVELERS COMPANIES INC

-3.15%

Shares800

Event2026-03-31

Filed2026-05-06

EFV

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-06

MBB

ISHARES TR

1.06%

Shares2.4K

Event2026-03-31

Filed2026-05-06

DVY

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-06

NEM

NEWMONT CORP

-3.09%

Shares2.0K

Event2026-03-31

Filed2026-05-06

AIG

AMERICAN INTL GROUP INC

-0.52%

Shares2.9K

Event2026-03-31

Filed2026-05-06

ICE

INTERCONTINENTAL EXCHANGE IN

-0.30%

Shares1.3K

Event2026-03-31

Filed2026-05-06

TXRH

TEXAS ROADHOUSE INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-06

OMFL

INVESCO EXCH TRD SLF IDX FD

-2.20%

Shares3.3K

Event2026-03-31

Filed2026-05-06

NIO

NIO INC

0.00%

Shares20.2K

Event2026-03-31

Filed2026-05-06

CTMX

CYTOMX THERAPEUTICS INC.

0.00%

Shares14.8K

Event2026-03-31

Filed2026-05-06

GERN

GERON CORP

0.00%

Shares23.5K

Event2026-03-31

Filed2026-05-06

PYXS

PYXIS ONCOLOGY INC

0.00%

Shares11.4K

Event2026-03-31

Filed2026-05-06

Call Option Holdings

IWM Call CallISHARES TR2.0K sharesnew addition2026-03-312026-05-06

NVDA Call CallNVIDIA CORPORATION1.1K sharesnew addition2026-03-312026-05-06

TSLA Call CallTESLA INC400 sharesnew addition2026-03-312026-05-06

SPY Call CallSTATE STR SPDR S&P 500 ETF T200 sharesnew addition2026-03-312026-05-06

META Call CallMETA PLATFORMS INC100 sharesnew addition2026-03-312026-05-06

NIO Call CallNIO INC1.0K sharesnew addition2026-03-312026-05-06

IWM Call

ISHARES TR

New

Shares2.0K

Event2026-03-31

Filed2026-05-06

NVDA Call

NVIDIA CORPORATION

New

Shares1.1K

Event2026-03-31

Filed2026-05-06

TSLA Call

TESLA INC

New

Shares400

Event2026-03-31

Filed2026-05-06

SPY Call

STATE STR SPDR S&P 500 ETF T

New

Shares200

Event2026-03-31

Filed2026-05-06

META Call

META PLATFORMS INC

New

Shares100

Event2026-03-31

Filed2026-05-06

NIO Call

NIO INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-06

Put Option Holdings

AAPL Put PutAPPLE INC500 sharesnew addition2026-03-312026-05-06

AAPL Put

APPLE INC

New

Shares500

Event2026-03-31

Filed2026-05-06