Sponsored

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

Currently, Palumbo Wealth Management LLC holds 221 types of securities in its portfolio with a total value $409.8M. In the most recent quarter, they have increased their positions in JPM (+18.0K shares, valued at $5.3M), SHY (+62.6K shares, valued at $5.2M), IBIT (+75.5K shares, valued at $2.9M); decreased their positions in WSM (-12.4K shares, valued at $2.3M), BALT (-18.1K shares, valued at $606.1K), N/A (-1.0K shares, valued at $583.5K); initiated new positions in N/A (+6.2K shares, valued at $1.2M), NVAX (+92.1K shares, valued at $749.8K), N/A (+38.0K shares, valued at $717.6K).

1M P&L

+10.7M+3.31%

3M P&L

+22.7M+7.33%

HY P&L

+28.0M+9.18%

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/A137.2M

39.3%

2Internet Retail18.8M

5.4%

3Consumer Electronics17.8M

5.1%

Top Industries by Stock Count

1N/A43 stocks

22.1%

2Biotechnology27 stocks

13.8%

3Medical Devices11 stocks

5.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T48.4K shares1.19%2026-03-312026-05-12

ALPHABET INC ALPHABET INC74.3K shares2.63%2026-03-312026-05-12

GLD SPDR GOLD TR43.1K shares-1.18%2026-03-312026-05-12

AAPL APPLE INC69.3K shares5.97%2026-03-312026-05-12

AMZN AMAZON COM INC81.7K shares0.07%2026-03-312026-05-12

JPST J P MORGAN EXCHANGE TRADED F322.4K shares3.90%2026-03-312026-05-12

DBC INVESCO DB COMMDY INDX TRCK485.5K shares-0.01%2026-03-312026-05-12

NVDA NVIDIA CORPORATION65.6K shares15.57%2026-03-312026-05-12

Sponsored

JPM JPMORGAN CHASE & CO30.7K shares141.71%2026-03-312026-05-12

MSFT MICROSOFT CORP23.4K shares4.87%2026-03-312026-05-12

WM WASTE MGMT INC DEL37.3K shares0.20%2026-03-312026-05-12

PHYS SPROTT ASSET MANAGEMENT LP203.9K shares-0.22%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL14.8K shares6.62%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION6.9K shares1.90%2026-03-312026-05-12

IJR ISHARES TR53.4K shares-3.62%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR10.9K shares-8.51%2026-03-312026-05-12

Sponsored

MINT PIMCO ETF TR59.7K shares11.35%2026-03-312026-05-12

SHY ISHARES TR70.2K shares825.10%2026-03-312026-05-12

HELO J P MORGAN EXCHANGE TRADED F90.3K shares7.90%2026-03-312026-05-12

ETR ENTERGY CORP NEW51.0K shares3.42%2026-03-312026-05-12

BW BABCOCK & WILCOX ENTERPRISES365.3K shares22.73%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON20.3K shares4.96%2026-03-312026-05-12

V VISA INC16.2K shares-7.23%2026-03-312026-05-12

IBIT ISHARES BITCOIN TRUST ETF126.1K shares149.07%2026-03-312026-05-12

Sponsored

DGX QUEST DIAGNOSTICS INC24.3K shares-6.02%2026-03-312026-05-12

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC37.7K shares0.28%2026-03-312026-05-12

ALPHABET INC ALPHABET INC12.7K shares-1.67%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC16.2K shares1.71%2026-03-312026-05-12

MCD MCDONALDS CORP9.8K shares-11.90%2026-03-312026-05-12

META META PLATFORMS INC5.3K shares25.86%2026-03-312026-05-12

BE BLOOM ENERGY CORP21.7K shares1.55%2026-03-312026-05-12

NKE NIKE INC53.7K shares-5.96%2026-03-312026-05-12

Sponsored

NPCE NEUROPACE INC210.5K shares-1.73%2026-03-312026-05-12

XHB SPDR SERIES TRUST27.7K shares0.00%2026-03-312026-05-12

CRM SALESFORCE INC14.4K shares14.18%2026-03-312026-05-12

UBER UBER TECHNOLOGIES INC35.7K shares1098.83%2026-03-312026-05-12

WSM WILLIAMS SONOMA INC13.7K shares-47.48%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS10.1K shares-2.75%2026-03-312026-05-12

ITW ILLINOIS TOOL WKS INC9.4K shares-10.54%2026-03-312026-05-12

BAC BANK AMERICA CORP49.7K shares-3.06%2026-03-312026-05-12

Sponsored

TMO THERMO FISHER SCIENTIFIC INC4.6K shares-17.11%2026-03-312026-05-12

TSCO TRACTOR SUPPLY CO45.3K shares-18.03%2026-03-312026-05-12

OEF ISHARES TR6.4K shares-1.54%2026-03-312026-05-12

MSCI MSCI INC3.6K shares-18.76%2026-03-312026-05-12

AAP ADVANCE AUTO PARTS INC36.2K shares-9.79%2026-03-312026-05-12

CAT CATERPILLAR INC2.7K shares0.04%2026-03-312026-05-12

MSTB ETF SER SOLUTIONS46.1K shares-1.33%2026-03-312026-05-12

XLV SELECT SECTOR SPDR TR11.5K shares-4.10%2026-03-312026-05-12

Sponsored

CRWD CROWDSTRIKE HLDGS INC4.1K shares13.28%2026-03-312026-05-12

OXY OCCIDENTAL PETE CORP24.1K shares-5.93%2026-03-312026-05-12

AMAT APPLIED MATLS INC4.4K shares-3.84%2026-03-312026-05-12

PDBC INVESCO ACTVELY MNGD ETC FD86.5K shares0.00%2026-03-312026-05-12

BSX BOSTON SCIENTIFIC CORP23.4K shares-7.74%2026-03-312026-05-12

BFLY BUTTERFLY NETWORK INC360.3K shares-12.82%2026-03-312026-05-12

PG PROCTER & GAMBLE CO9.5K shares-8.56%2026-03-312026-05-12

JMOM J P MORGAN EXCHANGE TRADED F19.9K shares0.00%2026-03-312026-05-12

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND6.7K shares-18.21%2026-03-312026-05-12

URA GLOBAL X FDS26.5K shares0.00%2026-03-312026-05-12

EFA ISHARES TR12.7K shares-0.59%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.2K sharesnew addition2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC3.3K shares1.93%2026-03-312026-05-12

APH AMPHENOL CORP9.2K shares0.32%2026-03-312026-05-12

PALC PACER FDS TR22.1K shares0.00%2026-03-312026-05-12

JOET VIRTUS ETF TR II28.0K shares-4.86%2026-03-312026-05-12

Sponsored

NOW SERVICENOW INC10.1K shares3.74%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K shares-2.94%2026-03-312026-05-12

SPGI S&P GLOBAL INC2.5K shares-1.05%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP1.7K shares3.28%2026-03-312026-05-12

TSLA TESLA INC2.7K shares7.68%2026-03-312026-05-12

LLY ELI LILLY & CO1.1K shares5.98%2026-03-312026-05-12

HLT HILTON WORLDWIDE HLDGS INC3.3K shares-10.64%2026-03-312026-05-12

WCN WASTE CONNECTIONS INC6.1K shares-3.63%2026-03-312026-05-12

Sponsored

BROADCOM INC BROADCOM INC3.1K shares5.51%2026-03-312026-05-12

NET CLOUDFLARE INC4.6K shares18.54%2026-03-312026-05-12

IYW ISHARES TR5.2K shares0.00%2026-03-312026-05-12

XOM EXXON MOBIL CORP5.5K shares1.01%2026-03-312026-05-12

WMT WALMART INC7.4K shares0.78%2026-03-312026-05-12

PMAY INNOVATOR ETFS TRUST22.9K shares24.66%2026-03-312026-05-12

VLO VALERO ENERGY CORP3.5K shares1.29%2026-03-312026-05-12

DNTH DIANTHUS THERAPEUTICS INC10.4K shares-30.78%2026-03-312026-05-12

Sponsored

SNDX SYNDAX PHARMACEUTICALS INC37.2K shares-27.61%2026-03-312026-05-12

CVX CHEVRON CORPORATION4.0K shares6.29%2026-03-312026-05-12

BALT INNOVATOR ETFS TRUST23.5K shares-43.55%2026-03-312026-05-12

RECS COLUMBIA ETF TR I20.1K shares0.00%2026-03-312026-05-12

IDYA IDEAYA BIOSCIENCES INC22.9K shares-18.33%2026-03-312026-05-12

DSGN DESIGN THERAPEUTICS INC71.4K shares2.93%2026-03-312026-05-12

HON HONEYWELL INTL INC3.3K shares4.30%2026-03-312026-05-12

NVAX NOVAVAX INC92.1K sharesnew addition2026-03-312026-05-12

Sponsored

NEKTAR THERAPEUTICS NEKTAR THERAPEUTICS10.2K shares-30.86%2026-03-312026-05-12

XMTR XOMETRY INC17.8K shares10.44%2026-03-312026-05-12

DEFINIUM THERAPEUTICS INC DEFINIUM THERAPEUTICS INC38.0K sharesnew addition2026-03-312026-05-12

IMNM IMMUNOME INC32.1K shares3.46%2026-03-312026-05-12

VTI VANGUARD INDEX FDS2.2K shares-1.54%2026-03-312026-05-12

EVOMMUNE INC EVOMMUNE INC29.9K sharesnew addition2026-03-312026-05-12

SSO PROSHARES TR13.2K shares0.13%2026-03-312026-05-12

MTUM ISHARES TR2.9K shares0.00%2026-03-312026-05-12

Sponsored

MLPX GLOBAL X FDS9.1K shares0.00%2026-03-312026-05-12

EBS EMERGENT BIOSOLUTIONS INC80.3K shares-31.47%2026-03-312026-05-12

TSHA TAYSHA GENE THERAPIES INC146.7K shares-17.58%2026-03-312026-05-12

NEE NEXTERA ENERGY INC7.0K shares7.19%2026-03-312026-05-12

HD HOME DEPOT INC2.0K shares0.25%2026-03-312026-05-12

JOBY JOBY AVIATION INC77.7K sharesnew addition2026-03-312026-05-12

PTGX PROTAGONIST THERAPEUTICS INC6.1K shares-4.05%2026-03-312026-05-12

ABT ABBOTT LABORATORIES6.2K shares-10.34%2026-03-312026-05-12

Sponsored

CDNA CAREDX INC36.4K shares-20.43%2026-03-312026-05-12

XLE SELECT SECTOR SPDR TR9.9K shares-0.89%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC4.9K shares5.74%2026-03-312026-05-12

KOD KODIAK SCIENCES INC15.3K sharesnew addition2026-03-312026-05-12

PHVS PHARVARIS N V20.6K shares2.11%2026-03-312026-05-12

ACHR ARCHER AVIATION INC112.1K shares-5.20%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO1.9K shares12.25%2026-03-312026-05-12

EPD ENTERPRISE PRODS PARTNERS L15.3K shares0.00%2026-03-312026-05-12

Sponsored

XLY SELECT SECTOR SPDR TR5.3K shares-4.38%2026-03-312026-05-12

ANIK ANIKA THERAPEUTICS INC39.4K sharesnew addition2026-03-312026-05-12

AGG ISHARES TR5.7K shares0.00%2026-03-312026-05-12

ASSEMBLY BIOSCIENCES INC ASSEMBLY BIOSCIENCES INC19.6K shares-47.34%2026-03-312026-05-12

MLM MARTIN MARIETTA MATLS INC925 sharesnew addition2026-03-312026-05-12

XFOR X4 PHARMACEUTICALS INC131.0K shares15.58%2026-03-312026-05-12

LINDE PLC LINDE PLC1.1K shares17.03%2026-03-312026-05-12

MNDY MONDAY COM LTD7.7K shares-10.11%2026-03-312026-05-12

Sponsored

BEAM BEAM THERAPEUTICS INC22.3K shares-1.36%2026-03-312026-05-12

RTX RTX CORPORATION2.7K shares10.71%2026-03-312026-05-12

GEV GE VERNOVA INC602 shares24.90%2026-03-312026-05-12

AMGN AMGEN INC1.5K shares0.68%2026-03-312026-05-12

THE CIGNA GROUP THE CIGNA GROUP1.9K shares1.77%2026-03-312026-05-12

SNOW SNOWFLAKE INC3.3K shares9.46%2026-03-312026-05-12

IMMX IMMIX BIOPHARMA INC55.2K sharesnew addition2026-03-312026-05-12

KO COCA COLA CO6.2K shares13.64%2026-03-312026-05-12

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP5.8K shares0.59%2026-03-312026-05-12

OFIX ORTHOFIX MED INC40.4K shares-5.91%2026-03-312026-05-12

MIRM MIRUM PHARMACEUTICALS INC5.0K shares-1.89%2026-03-312026-05-12

ETHA ISHARES ETHEREUM TR28.9K sharesnew addition2026-03-312026-05-12

COWG PACER FDS TR13.6K shares0.00%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE1.6K shares25.67%2026-03-312026-05-12

SIBN SI BONE INC35.5K shares-15.31%2026-03-312026-05-12

VIG VANGUARD SPECIALIZED FUNDS2.1K shares0.19%2026-03-312026-05-12

Sponsored

NFLX NETFLIX INC.4.6K shares-3.61%2026-03-312026-05-12

GM GENERAL MTRS CO5.9K shares1.01%2026-03-312026-05-12

NUVB NUVATION BIO INC101.0K shares-38.35%2026-03-312026-05-12

BLACKSTONE INC BLACKSTONE INC3.7K shares-2.48%2026-03-312026-05-12

BLACKROCK INC BLACKROCK INC446 shares4.94%2026-03-312026-05-12

WDAY WORKDAY INC3.2K shares11.83%2026-03-312026-05-12

SO SOUTHERN CO4.3K shares-5.31%2026-03-312026-05-12

XLP SELECT SECTOR SPDR TR5.1K shares-25.20%2026-03-312026-05-12

Sponsored

NTNX NUTANIX INC10.9K shares6.59%2026-03-312026-05-12

ORLY OREILLY AUTOMOTIVE INC4.4K shares1.49%2026-03-312026-05-12

EEM ISHARES TR6.9K shares-0.28%2026-03-312026-05-12

AMT AMERICAN TOWER CORP2.2K shares-13.05%2026-03-312026-05-12

T AT&T INC12.9K shares2.45%2026-03-312026-05-12

OCULIS HOLDING AG OCULIS HOLDING AG13.7K sharesnew addition2026-03-312026-05-12

SYM SYMBOTIC INC6.8K shares20.61%2026-03-312026-05-12

ED CONSOLIDATED EDISON INC3.2K shares0.47%2026-03-312026-05-12

Sponsored

MUB ISHARES TR3.4K shares0.35%2026-03-312026-05-12

PKG PACKAGING CORP AMER1.7K shares-0.88%2026-03-312026-05-12

PRME PRIME MEDICINE INC102.2K shares19.53%2026-03-312026-05-12

ROKU ROKU INC3.8K shares10.61%2026-03-312026-05-12

ADBE ADOBE INC1.4K shares-5.94%2026-03-312026-05-12

PRU PRUDENTIAL FINL INC3.6K shares-2.00%2026-03-312026-05-12

TWLO TWILIO INC2.6K shares14.43%2026-03-312026-05-12

HRTX HERON THERAPEUTICS INC412.5K shares59.01%2026-03-312026-05-12

Sponsored

PAYX PAYCHEX INC3.5K shares5.78%2026-03-312026-05-12

BIB PROSHARES TR4.0K shares0.00%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC6.5K shares14.59%2026-03-312026-05-12

QCOM QUALCOMM INC2.5K shares24.60%2026-03-312026-05-12

YUM YUM BRANDS INC2.0K shares0.55%2026-03-312026-05-12

GLW CORNING INC2.3K sharesnew addition2026-03-312026-05-12

TJX TJX COS INC NEW1.9K shares7.90%2026-03-312026-05-12

MDB MONGODB INC1.2K shares25.43%2026-03-312026-05-12

Sponsored

GS GOLDMAN SACHS GROUP INC355 shares22.41%2026-03-312026-05-12

XLU SELECT SECTOR SPDR TR6.6K shares0.08%2026-03-312026-05-12

DDOG DATADOG INC2.5K shares12.96%2026-03-312026-05-12

CRNX CRINETICS PHARMACEUTICALS IN8.2K shares40.79%2026-03-312026-05-12

QS QUANTUMSCAPE CORP46.4K shares18.26%2026-03-312026-05-12

PLD PROLOGIS INC.2.2K shares-2.22%2026-03-312026-05-12

SBUX STARBUCKS CORP3.3K shares-6.79%2026-03-312026-05-12

SMH VANECK ETF TRUST759 shares0.00%2026-03-312026-05-12

Sponsored

CSCO CISCO SYS INC3.7K shares0.27%2026-03-312026-05-12

FDX FEDEX CORP810 shares0.00%2026-03-312026-05-12

NEM NEWMONT CORP2.7K shares1.49%2026-03-312026-05-12

GFL GFL ENVIRONMENTAL INC6.8K shares0.00%2026-03-312026-05-12

ZS ZSCALER INC2.0K shares19.81%2026-03-312026-05-12

GTLB GITLAB INC12.7K shares22.05%2026-03-312026-05-12

SIXG ETF SER SOLUTIONS4.0K shares0.00%2026-03-312026-05-12

UPS UNITED PARCEL SVCS INC2.7K shares-9.33%2026-03-312026-05-12

Sponsored

ABBV ABBVIE INC1.2K shares7.63%2026-03-312026-05-12

TXN TEXAS INSTRS INC1.4K shares3.16%2026-03-312026-05-12

ESTC ELASTIC N V5.2K shares20.18%2026-03-312026-05-12

ABNB AIRBNB INC2.0K shares22.21%2026-03-312026-05-12

NFG NATIONAL FUEL GAS CO2.7K shares0.66%2026-03-312026-05-12

OKLO OKLO INC5.2K shares-21.78%2026-03-312026-05-12

PATH UIPATH INC23.0K shares16.85%2026-03-312026-05-12

NAUT NAUTILUS BIOTECHNOLOGY INC65.2K shares58.59%2026-03-312026-05-12

Sponsored

VYGR VOYAGER THERAPEUTICS INC62.8K shares63.13%2026-03-312026-05-12

IWF ISHARES TR560 sharesnew addition2026-03-312026-05-12

NVS NOVARTIS AG1.5K shares4.06%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MANUFAC669 sharesnew addition2026-03-312026-05-12

FIGR FIGURE TECHNOLOGY SOLUTIO6.5K sharesnew addition2026-03-312026-05-12

VST VISTRA CORP1.5K shares7.14%2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC1.5K sharesnew addition2026-03-312026-05-12

XNCR XENCOR INC17.8K shares-34.27%2026-03-312026-05-12

Sponsored

BITB BITWISE BITCOIN ETF TR5.7K sharesnew addition2026-03-312026-05-12

FCX FREEPORT MCMORAN INC3.5K sharesnew addition2026-03-312026-05-12

CENCORA INC CENCORA INC661 shares3.77%2026-03-312026-05-12

ADI ANALOG DEVICES INC648 sharesnew addition2026-03-312026-05-12

ECL ECOLAB INC774 shares0.00%2026-03-312026-05-12

MMC MARSH & MCLENNAN COS INC1.2K shares1.63%2026-03-312026-05-12

BTI BRITISH AMERN TOB PLC3.5K sharesnew addition2026-03-312026-05-12

TEM TEMPUS AI INC4.4K sharesnew addition2026-03-312026-05-12

Sponsored

LNT ALLIANT ENERGY CORP2.8K sharesnew addition2026-03-312026-05-12

ORIC ORIC PHARMACEUTICALS INC15.5K shares-43.09%2026-03-312026-05-12

SGHT SIGHT SCIENCES INC49.9K shares34.62%2026-03-312026-05-12

AMERICAN COASTAL INS CORP AMERICAN COASTAL INS CORP16.6K shares6.62%2026-03-312026-05-12

ABR ARBOR REALTY TRUST INC22.5K shares2.95%2026-03-312026-05-12

SANA SANA BIOTECHNOLOGY INC58.5K shares-51.68%2026-03-312026-05-12

ORGO ORGANOGENESIS HLDGS INC57.8K shares52.03%2026-03-312026-05-12

SEER SEER INC67.2K shares-0.68%2026-03-312026-05-12

Sponsored

TRAW TRAWS PHARMA INC61.2K sharesnew addition2026-03-312026-05-12

XERS XERIS BIOPHARMA HOLDINGS INC17.8K shares-26.95%2026-03-312026-05-12

AP AMPCO-PITTSBURG CORP15.2K sharesnew addition2026-03-312026-05-12

IMRX IMMUNEERING CORP18.7K shares-70.49%2026-03-312026-05-12

PUTNAM ETF TRUST PUTNAM ETF TRUST10.1K shares-9.59%2026-03-312026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

1.19%

Shares48.4K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

2.63%

Shares74.3K

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR

-1.18%

Shares43.1K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

5.97%

Shares69.3K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

0.07%

Shares81.7K

Event2026-03-31

Filed2026-05-12

JPST

J P MORGAN EXCHANGE TRADED F

3.90%

Shares322.4K

Event2026-03-31

Filed2026-05-12

DBC

INVESCO DB COMMDY INDX TRCK

-0.01%

Shares485.5K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

15.57%

Shares65.6K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

141.71%

Shares30.7K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

4.87%

Shares23.4K

Event2026-03-31

Filed2026-05-12

WASTE MGMT INC DEL

0.20%

Shares37.3K

Event2026-03-31

Filed2026-05-12

PHYS

SPROTT ASSET MANAGEMENT LP

-0.22%

Shares203.9K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

6.62%

Shares14.8K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

1.90%

Shares6.9K

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR

-3.62%

Shares53.4K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

-8.51%

Shares10.9K

Event2026-03-31

Filed2026-05-12

MINT

PIMCO ETF TR

11.35%

Shares59.7K

Event2026-03-31

Filed2026-05-12

SHY

ISHARES TR

825.10%

Shares70.2K

Event2026-03-31

Filed2026-05-12

HELO

J P MORGAN EXCHANGE TRADED F

7.90%

Shares90.3K

Event2026-03-31

Filed2026-05-12

ETR

ENTERGY CORP NEW

3.42%

Shares51.0K

Event2026-03-31

Filed2026-05-12

BABCOCK & WILCOX ENTERPRISES

22.73%

Shares365.3K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

4.96%

Shares20.3K

Event2026-03-31

Filed2026-05-12

VISA INC

-7.23%

Shares16.2K

Event2026-03-31

Filed2026-05-12

IBIT

ISHARES BITCOIN TRUST ETF

149.07%

Shares126.1K

Event2026-03-31

Filed2026-05-12

DGX

QUEST DIAGNOSTICS INC

-6.02%

Shares24.3K

Event2026-03-31

Filed2026-05-12

MARVELL TECHNOLOGY INC

0.28%

Shares37.7K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-1.67%

Shares12.7K

Event2026-03-31

Filed2026-05-12

AMD

ADVANCED MICRO DEVICES INC

1.71%

Shares16.2K

Event2026-03-31

Filed2026-05-12

MCD

MCDONALDS CORP

-11.90%

Shares9.8K

Event2026-03-31

Filed2026-05-12