Sponsored

The Analysis of PERRYMAN FINANCIAL ADVISORY INC /AD's Holdings & P&L

Currently, PERRYMAN FINANCIAL ADVISORY INC /AD holds 173 types of securities in its portfolio with a total value $667.0M. In the most recent quarter, they have increased their positions in RWL (+6.9K shares, valued at $791.7K), IOO (+6.0K shares, valued at $722.6K), EQL (+14.0K shares, valued at $665.0K); decreased their positions in NVDA (-14.3K shares, valued at $2.5M), AAPL (-4.3K shares, valued at $1.1M), N/A (-65.3K shares, valued at $816.9K); initiated new positions in NEAR (+6.4K shares, valued at $326.8K), MINT (+2.6K shares, valued at $260.1K), SUN (+3.7K shares, valued at $242.5K).

1M P&L

+16.6M+2.61%

3M P&L

+24.3M+3.85%

HY P&L

+29.9M+4.79%

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/A166.3M

28.3%

2Semiconductors74.5M

12.7%

3Consumer Electronics49.8M

8.5%

Top Industries by Stock Count

1N/A93 stocks

57.4%

2Software - Infrastructure5 stocks

3.1%

3Drug Manufacturers - General4 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION412.8K shares-3.35%2026-03-312026-04-24

AAPL APPLE INC196.2K shares-2.15%2026-03-312026-04-24

AMZN AMAZON COM INC96.8K shares0.57%2026-03-312026-04-24

MSFT MICROSOFT CORP51.8K shares0.67%2026-03-312026-04-24

BROADCOM INC BROADCOM INC58.1K shares-2.50%2026-03-312026-04-24

ALPHABET INC ALPHABET INC61.9K shares-3.41%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO55.7K shares-2.57%2026-03-312026-04-24

BLACKSTONE INC BLACKSTONE INC129.7K shares0.65%2026-03-312026-04-24

Sponsored

V VISA INC45.4K shares2.13%2026-03-312026-04-24

WM WASTE MGMT INC DEL58.8K shares0.06%2026-03-312026-04-24

MA MASTERCARD INCORPORATED25.1K shares0.86%2026-03-312026-04-24

XOM EXXON MOBIL CORP70.6K shares0.55%2026-03-312026-04-24

FDL FIRST TR EXCHANGE-TRADED FD233.3K shares-1.67%2026-03-312026-04-24

ALPHABET INC ALPHABET INC41.2K shares-0.22%2026-03-312026-04-24

MAR MARRIOTT INTL INC NEW35.2K shares-0.26%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON47.0K shares0.09%2026-03-312026-04-24

Sponsored

COST COSTCO WHOLESALE CORPORATION10.7K shares-1.04%2026-03-312026-04-24

LNG CHENIERE ENERGY INC33.7K shares0.60%2026-03-312026-04-24

DE DEERE & CO16.7K shares0.02%2026-03-312026-04-24

PG PROCTER & GAMBLE CO64.0K shares-0.92%2026-03-312026-04-24

RTX RTX CORPORATION47.9K shares-1.16%2026-03-312026-04-24

FNX FIRST TR EXCHANGE-TRADED ALP70.2K shares0.07%2026-03-312026-04-24

IOO ISHARES TR71.6K shares9.11%2026-03-312026-04-24

FXO FIRST TR EXCHANGE-TRADED FD153.6K shares-1.14%2026-03-312026-04-24

Sponsored

PEP PEPSICO INC54.8K shares-0.68%2026-03-312026-04-24

VIOO VANGUARD ADMIRAL FDS INC73.8K shares0.82%2026-03-312026-04-24

BAC BANK AMERICA CORP168.9K shares0.91%2026-03-312026-04-24

FXH FIRST TR EXCHANGE-TRADED FD72.8K shares0.13%2026-03-312026-04-24

LMT LOCKHEED MARTIN CORP13.2K shares-1.94%2026-03-312026-04-24

HD HOME DEPOT INC23.3K shares3.38%2026-03-312026-04-24

CAT CATERPILLAR INC10.4K shares-2.12%2026-03-312026-04-24

COP CONOCOPHILLIPS52.4K shares0.74%2026-03-312026-04-24

Sponsored

MERCK & CO INC MERCK & CO INC56.6K shares0.98%2026-03-312026-04-24

EQL ALPS ETF TR134.8K shares11.57%2026-03-312026-04-24

EOG EOG RES INC43.7K shares0.04%2026-03-312026-04-24

SCHD SCHWAB STRATEGIC TR185.1K shares-12.17%2026-03-312026-04-24

DGRW WISDOMTREE TR63.8K shares1.58%2026-03-312026-04-24

SBUX STARBUCKS CORP61.5K shares1.34%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS23.2K shares-1.53%2026-03-312026-04-24

DIVO AMPLIFY ETF TR108.6K shares13.61%2026-03-312026-04-24

Sponsored

NFLX NETFLIX INC.50.1K shares4.82%2026-03-312026-04-24

VTV VANGUARD INDEX FDS24.1K shares1.00%2026-03-312026-04-24

SPHQ INVESCO EXCHANGE TRADED FD T62.0K shares9.13%2026-03-312026-04-24

META META PLATFORMS INC7.2K shares7.53%2026-03-312026-04-24

AMT AMERICAN TOWER CORP22.9K shares-6.69%2026-03-312026-04-24

DGRO ISHARES TR52.6K shares6.56%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC25.2K shares9.75%2026-03-312026-04-24

WMT WALMART INC26.5K shares-2.45%2026-03-312026-04-24

Sponsored

OEF ISHARES TR10.3K shares3.41%2026-03-312026-04-24

MGV VANGUARD WORLD FD22.2K shares4.72%2026-03-312026-04-24

LQD ISHARES TR29.0K shares-7.73%2026-03-312026-04-24

JQUA J P MORGAN EXCHANGE TRADED F50.8K shares5.21%2026-03-312026-04-24

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T16.2K shares2.90%2026-03-312026-04-24

SPGP INVESCO EXCHANGE TRADED FD T28.7K shares-0.87%2026-03-312026-04-24

UPS UNITED PARCEL SVCS INC31.0K shares0.53%2026-03-312026-04-24

USMV ISHARES TR32.2K shares-4.32%2026-03-312026-04-24

Sponsored

ULTA ULTA BEAUTY INC5.6K shares1.88%2026-03-312026-04-24

PANW PALO ALTO NETWORKS INC18.2K shares0.15%2026-03-312026-04-24

ORCL ORACLE CORP18.2K shares0.16%2026-03-312026-04-24

XLG INVESCO EXCHANGE TRADED FD T45.3K shares26.30%2026-03-312026-04-24

FCX FREEPORT MCMORAN INC37.5K shares0.70%2026-03-312026-04-24

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II29.3K shares-8.26%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR3.7K shares1.00%2026-03-312026-04-24

TXN TEXAS INSTRS INC10.1K shares1.55%2026-03-312026-04-24

Sponsored

DVY ISHARES TR12.9K shares-2.79%2026-03-312026-04-24

JEPI J P MORGAN EXCHANGE TRADED F33.1K shares1.20%2026-03-312026-04-24

LLY ELI LILLY & CO2.0K shares3.06%2026-03-312026-04-24

VEEV VEEVA SYS INC10.3K shares-1.32%2026-03-312026-04-24

VTEB VANGUARD MUN BD FDS36.3K shares8.88%2026-03-312026-04-24

RSPT INVESCO EXCHANGE TRADED FD T40.0K shares3.84%2026-03-312026-04-24

VTI VANGUARD INDEX FDS5.6K shares15.46%2026-03-312026-04-24

CRWD CROWDSTRIKE HLDGS INC4.3K shares38.23%2026-03-312026-04-24

Sponsored

SCHW SCHWAB CHARLES CORP16.6K shares-1.18%2026-03-312026-04-24

FVD FIRST TR EXCHANGE-TRADED FD31.8K shares0.46%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.1K shares0.00%2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC1.7K shares3.87%2026-03-312026-04-24

FNDX SCHWAB STRATEGIC TR52.8K shares9.71%2026-03-312026-04-24

VUG VANGUARD INDEX FDS3.3K shares-13.07%2026-03-312026-04-24

VFMF VANGUARD WELLINGTON FD9.1K shares10.15%2026-03-312026-04-24

JLL JONES LANG LASALLE INC4.7K shares-35.55%2026-03-312026-04-24

Sponsored

CVX CHEVRON CORPORATION6.3K shares8.27%2026-03-312026-04-24

IXN ISHARES TR12.8K shares24.61%2026-03-312026-04-24

PSX PHILLIPS 666.9K shares-3.44%2026-03-312026-04-24

MGK VANGUARD WORLD FD3.4K shares-0.70%2026-03-312026-04-24

DLN WISDOMTREE TR13.6K shares2.22%2026-03-312026-04-24

KO COCA COLA CO15.4K shares2.07%2026-03-312026-04-24

CSCO CISCO SYS INC14.8K shares-1.38%2026-03-312026-04-24

EQWL INVESCO EXCHANGE TRADED FD T10.0K shares28.30%2026-03-312026-04-24

Sponsored

XLK SELECT SECTOR SPDR TR8.4K shares6.00%2026-03-312026-04-24

RWL INVESCO EXCH TRADED FD TR II9.6K shares251.74%2026-03-312026-04-24

ASML ASML HLDG NV830 shares0.12%2026-03-312026-04-24

VT VANGUARD INTL EQUITY INDEX F7.4K shares3.16%2026-03-312026-04-24

CGDG CAPITAL GROUP DIVIDEND GROWE28.4K shares91.16%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K shares17.73%2026-03-312026-04-24

COWZ PACER FDS TR15.8K shares-0.04%2026-03-312026-04-24

VYM VANGUARD WHITEHALL FDS6.5K shares-2.64%2026-03-312026-04-24

Sponsored

AOK ISHARES TR23.2K shares-0.15%2026-03-312026-04-24

FSCO FS CREDIT OPPORTUNITIES CORP178.6K shares-1.05%2026-03-312026-04-24

PM PHILIP MORRIS INTL INC5.0K shares-0.76%2026-03-312026-04-24

MELI MERCADOLIBRE INC456 shares-1.30%2026-03-312026-04-24

VO VANGUARD INDEX FDS2.7K shares1.56%2026-03-312026-04-24

QUAL ISHARES TR4.1K shares1.04%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T1.2K shares2.13%2026-03-312026-04-24

SCHX SCHWAB STRATEGIC TR29.2K shares0.42%2026-03-312026-04-24

Sponsored

RSPF INVESCO EXCHANGE TRADED FD T10.4K shares1.40%2026-03-312026-04-24

SCHF SCHWAB STRATEGIC TR29.4K shares22.72%2026-03-312026-04-24

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-24

TSLA TESLA INC1.9K shares52.45%2026-03-312026-04-24

FBTC FIDELITY WISE ORIGIN BITCOIN11.7K shares1.99%2026-03-312026-04-24

FTSL FIRST TR EXCHANGE-TRADED FD15.1K shares-18.86%2026-03-312026-04-24

SCHB SCHWAB STRATEGIC TR26.9K shares0.16%2026-03-312026-04-24

LGLV SPDR SERIES TRUST3.8K shares1.84%2026-03-312026-04-24

Sponsored

T AT&T INC23.1K shares-0.06%2026-03-312026-04-24

DGT SPDR SERIES TRUST3.8K shares28.79%2026-03-312026-04-24

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD52.1K shares-55.64%2026-03-312026-04-24

UBER UBER TECHNOLOGIES INC9.0K shares6.19%2026-03-312026-04-24

HLT HILTON WORLDWIDE HLDGS INC2.1K shares0.05%2026-03-312026-04-24

SPYV SPDR SERIES TRUST10.7K shares2.03%2026-03-312026-04-24

XLI SELECT SECTOR SPDR TR3.6K shares2.74%2026-03-312026-04-24

SPYG SPDR SERIES TRUST5.8K shares1.44%2026-03-312026-04-24

Sponsored

AVDV AMERICAN CENTY ETF TR5.6K shares-13.22%2026-03-312026-04-24

AMGN AMGEN INC1.5K shares1.61%2026-03-312026-04-24

RSPH INVESCO EXCHANGE TRADED FD T17.3K shares0.16%2026-03-312026-04-24

NOBL PROSHARES TR4.9K shares25.90%2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC1.5K shares20.02%2026-03-312026-04-24

J JACOBS SOLUTIONS INC3.8K shares0.03%2026-03-312026-04-24

XLE SELECT SECTOR SPDR TR7.7K shares-9.02%2026-03-312026-04-24

HON HONEYWELL INTL INC2.1K shares3.04%2026-03-312026-04-24

Sponsored

VHT VANGUARD WORLD FD1.7K shares0.06%2026-03-312026-04-24

XLV SELECT SECTOR SPDR TR3.1K shares-1.23%2026-03-312026-04-24

SYK STRYKER CORPORATION1.4K shares5.04%2026-03-312026-04-24

VCRM VANGUARD MUN BD FDS5.9K shares29.82%2026-03-312026-04-24

IGIB ISHARES TR8.1K shares48.96%2026-03-312026-04-24

XLF SELECT SECTOR SPDR TR8.6K shares4.23%2026-03-312026-04-24

MO ALTRIA GROUP INC6.4K shares-1.21%2026-03-312026-04-24

IBIT ISHARES BITCOIN TRUST ETF10.7K shares16.41%2026-03-312026-04-24

Sponsored

VOT VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-04-24

ABBV ABBVIE INC1.7K shares2.37%2026-03-312026-04-24

IGSB ISHARES TR7.0K shares55.61%2026-03-312026-04-24

ACWV ISHARES INC3.0K shares0.00%2026-03-312026-04-24

DIS DISNEY WALT CO3.7K shares-22.47%2026-03-312026-04-24

VB VANGUARD INDEX FDS1.3K shares0.15%2026-03-312026-04-24

FBT FIRST TR EXCHANGE-TRADED FD1.7K shares-1.03%2026-03-312026-04-24

IYW ISHARES TR1.9K shares0.00%2026-03-312026-04-24

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD5.4K shares22.98%2026-03-312026-04-24

NEAR ISHARES U S ETF TR6.4K sharesnew addition2026-03-312026-04-24

VIS VANGUARD WORLD FD1.0K shares6.70%2026-03-312026-04-24

CGBL CAPITAL GROUP CORE BALANCED9.0K shares1.13%2026-03-312026-04-24

IVV ISHARES TR469 shares0.21%2026-03-312026-04-24

UNP UNION PAC CORP1.3K shares-7.60%2026-03-312026-04-24

XHB SPDR SERIES TRUST3.0K shares0.00%2026-03-312026-04-24

SCHM SCHWAB STRATEGIC TR9.5K shares-2.74%2026-03-312026-04-24

Sponsored

AXP AMERICAN EXPRESS CO931 shares29.13%2026-03-312026-04-24

QUS SPDR SERIES TRUST1.6K shares1.62%2026-03-312026-04-24

DTD WISDOMTREE TR3.2K shares0.38%2026-03-312026-04-24

ISCF ISHARES TR6.6K shares0.00%2026-03-312026-04-24

MINT PIMCO ETF TR2.6K sharesnew addition2026-03-312026-04-24

SUN SUNOCO LP/SUNOCO FIN CORP3.7K sharesnew addition2026-03-312026-04-24

RSPN INVESCO EXCHANGE TRADED FD T4.1K shares1.44%2026-03-312026-04-24

FDRR FIDELITY COVINGTON TRUST3.9K shares-17.30%2026-03-312026-04-24

Sponsored

CB CHUBB LTD SWITZ709 shares0.00%2026-03-312026-04-24

VGT VANGUARD WORLD FD331 shares3.12%2026-03-312026-04-24

XTN SPDR SERIES TRUST2.5K shares0.04%2026-03-312026-04-24

ARKK ARK ETF TR3.4K shares-31.11%2026-03-312026-04-24

GLD SPDR GOLD TR527 shares0.00%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS926 shares3.12%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC4.4K sharesnew addition2026-03-312026-04-24

MCD MCDONALDS CORP674 shares-26.10%2026-03-312026-04-24

Sponsored

BINC BLACKROCK ETF TRUST II4.0K sharesnew addition2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC763 shares-25.05%2026-03-312026-04-24

SPIB SPDR SERIES TRUST6.2K sharesnew addition2026-03-312026-04-24

SCHV SCHWAB STRATEGIC TR6.7K sharesnew addition2026-03-312026-04-24

NUV NUVEEN MUN VALUE FD INC12.0K shares0.71%2026-03-312026-04-24

NVDA

NVIDIA CORPORATION

-3.35%

Shares412.8K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-2.15%

Shares196.2K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

0.57%

Shares96.8K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

0.67%

Shares51.8K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

-2.50%

Shares58.1K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-3.41%

Shares61.9K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-2.57%

Shares55.7K

Event2026-03-31

Filed2026-04-24

BLACKSTONE INC

0.65%

Shares129.7K

Event2026-03-31

Filed2026-04-24

VISA INC

2.13%

Shares45.4K

Event2026-03-31

Filed2026-04-24

WASTE MGMT INC DEL

0.06%

Shares58.8K

Event2026-03-31

Filed2026-04-24

MASTERCARD INCORPORATED

0.86%

Shares25.1K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

0.55%

Shares70.6K

Event2026-03-31

Filed2026-04-24

FDL

FIRST TR EXCHANGE-TRADED FD

-1.67%

Shares233.3K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-0.22%

Shares41.2K

Event2026-03-31

Filed2026-04-24

MAR

MARRIOTT INTL INC NEW

-0.26%

Shares35.2K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

0.09%

Shares47.0K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

-1.04%

Shares10.7K

Event2026-03-31

Filed2026-04-24

LNG

CHENIERE ENERGY INC

0.60%

Shares33.7K

Event2026-03-31

Filed2026-04-24

DEERE & CO

0.02%

Shares16.7K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

-0.92%

Shares64.0K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

-1.16%

Shares47.9K

Event2026-03-31

Filed2026-04-24

FNX

FIRST TR EXCHANGE-TRADED ALP

0.07%

Shares70.2K

Event2026-03-31

Filed2026-04-24

IOO

ISHARES TR

9.11%

Shares71.6K

Event2026-03-31

Filed2026-04-24

FXO

FIRST TR EXCHANGE-TRADED FD

-1.14%

Shares153.6K

Event2026-03-31

Filed2026-04-24

PEP

PEPSICO INC

-0.68%

Shares54.8K

Event2026-03-31

Filed2026-04-24

VIOO

VANGUARD ADMIRAL FDS INC

0.82%

Shares73.8K

Event2026-03-31

Filed2026-04-24

BAC

BANK AMERICA CORP

0.91%

Shares168.9K

Event2026-03-31

Filed2026-04-24

FXH

FIRST TR EXCHANGE-TRADED FD

0.13%

Shares72.8K

Event2026-03-31

Filed2026-04-24

LMT

LOCKHEED MARTIN CORP

-1.94%

Shares13.2K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

3.38%

Shares23.3K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

-2.12%

Shares10.4K

Event2026-03-31

Filed2026-04-24

COP

CONOCOPHILLIPS

0.74%

Shares52.4K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

0.98%

Shares56.6K

Event2026-03-31

Filed2026-04-24

EQL

ALPS ETF TR

11.57%

Shares134.8K

Event2026-03-31

Filed2026-04-24

EOG

EOG RES INC

0.04%

Shares43.7K

Event2026-03-31

Filed2026-04-24

SCHD

SCHWAB STRATEGIC TR

-12.17%

Shares185.1K

Event2026-03-31

Filed2026-04-24

DGRW

WISDOMTREE TR

1.58%

Shares63.8K

Event2026-03-31

Filed2026-04-24

SBUX

STARBUCKS CORP

1.34%

Shares61.5K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

-1.53%

Shares23.2K

Event2026-03-31

Filed2026-04-24

DIVO

AMPLIFY ETF TR

13.61%

Shares108.6K

Event2026-03-31

Filed2026-04-24

NFLX

NETFLIX INC.

4.82%

Shares50.1K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

1.00%

Shares24.1K

Event2026-03-31

Filed2026-04-24

SPHQ

INVESCO EXCHANGE TRADED FD T

9.13%

Shares62.0K

Event2026-03-31

Filed2026-04-24

META

META PLATFORMS INC

7.53%

Shares7.2K

Event2026-03-31

Filed2026-04-24

AMT

AMERICAN TOWER CORP

-6.69%

Shares22.9K

Event2026-03-31

Filed2026-04-24

DGRO

ISHARES TR

6.56%

Shares52.6K

Event2026-03-31

Filed2026-04-24

PLTR

PALANTIR TECHNOLOGIES INC

9.75%

Shares25.2K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

-2.45%

Shares26.5K

Event2026-03-31

Filed2026-04-24

OEF

ISHARES TR

3.41%

Shares10.3K

Event2026-03-31

Filed2026-04-24

MGV

VANGUARD WORLD FD

4.72%

Shares22.2K

Event2026-03-31

Filed2026-04-24

LQD

ISHARES TR

-7.73%

Shares29.0K

Event2026-03-31

Filed2026-04-24

JQUA

J P MORGAN EXCHANGE TRADED F

5.21%

Shares50.8K

Event2026-03-31

Filed2026-04-24

INVESCO EXCHANGE TRADED FD T

2.90%

Shares16.2K

Event2026-03-31

Filed2026-04-24

SPGP

INVESCO EXCHANGE TRADED FD T

-0.87%

Shares28.7K

Event2026-03-31

Filed2026-04-24

UPS

UNITED PARCEL SVCS INC

0.53%

Shares31.0K

Event2026-03-31

Filed2026-04-24

USMV

ISHARES TR

-4.32%

Shares32.2K

Event2026-03-31

Filed2026-04-24

ULTA

ULTA BEAUTY INC

1.88%

Shares5.6K

Event2026-03-31

Filed2026-04-24

PANW

PALO ALTO NETWORKS INC

0.15%

Shares18.2K

Event2026-03-31

Filed2026-04-24

ORCL

ORACLE CORP

0.16%

Shares18.2K

Event2026-03-31

Filed2026-04-24

XLG

INVESCO EXCHANGE TRADED FD T

26.30%

Shares45.3K

Event2026-03-31

Filed2026-04-24

FCX

FREEPORT MCMORAN INC

0.70%

Shares37.5K

Event2026-03-31

Filed2026-04-24

INVESCO EXCH TRADED FD TR II

-8.26%

Shares29.3K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

1.00%

Shares3.7K

Event2026-03-31

Filed2026-04-24

TXN

TEXAS INSTRS INC

1.55%

Shares10.1K

Event2026-03-31

Filed2026-04-24

DVY

ISHARES TR

-2.79%

Shares12.9K

Event2026-03-31

Filed2026-04-24

JEPI

J P MORGAN EXCHANGE TRADED F

1.20%

Shares33.1K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

3.06%

Shares2.0K

Event2026-03-31

Filed2026-04-24

VEEV

VEEVA SYS INC

-1.32%

Shares10.3K

Event2026-03-31

Filed2026-04-24

VTEB

VANGUARD MUN BD FDS

8.88%

Shares36.3K

Event2026-03-31

Filed2026-04-24

RSPT

INVESCO EXCHANGE TRADED FD T

3.84%

Shares40.0K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

15.46%

Shares5.6K

Event2026-03-31

Filed2026-04-24

CRWD

CROWDSTRIKE HLDGS INC

38.23%

Shares4.3K

Event2026-03-31

Filed2026-04-24

SCHW

SCHWAB CHARLES CORP

-1.18%

Shares16.6K

Event2026-03-31

Filed2026-04-24

FVD

FIRST TR EXCHANGE-TRADED FD

0.46%

Shares31.8K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-24

GOLDMAN SACHS GROUP INC

3.87%

Shares1.7K

Event2026-03-31

Filed2026-04-24

FNDX

SCHWAB STRATEGIC TR

9.71%

Shares52.8K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

-13.07%

Shares3.3K

Event2026-03-31

Filed2026-04-24

VFMF

VANGUARD WELLINGTON FD

10.15%

Shares9.1K

Event2026-03-31

Filed2026-04-24

JLL

JONES LANG LASALLE INC

-35.55%

Shares4.7K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

8.27%

Shares6.3K

Event2026-03-31

Filed2026-04-24

IXN

ISHARES TR

24.61%

Shares12.8K

Event2026-03-31

Filed2026-04-24

PSX

PHILLIPS 66

-3.44%

Shares6.9K

Event2026-03-31

Filed2026-04-24

MGK

VANGUARD WORLD FD

-0.70%

Shares3.4K

Event2026-03-31

Filed2026-04-24

DLN

WISDOMTREE TR

2.22%

Shares13.6K

Event2026-03-31

Filed2026-04-24

COCA COLA CO

2.07%

Shares15.4K

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYS INC

-1.38%

Shares14.8K

Event2026-03-31

Filed2026-04-24

EQWL

INVESCO EXCHANGE TRADED FD T

28.30%

Shares10.0K

Event2026-03-31

Filed2026-04-24

XLK

SELECT SECTOR SPDR TR

6.00%

Shares8.4K

Event2026-03-31

Filed2026-04-24

RWL

INVESCO EXCH TRADED FD TR II

251.74%

Shares9.6K

Event2026-03-31

Filed2026-04-24

ASML

ASML HLDG NV

0.12%

Shares830

Event2026-03-31

Filed2026-04-24

VANGUARD INTL EQUITY INDEX F

3.16%

Shares7.4K

Event2026-03-31

Filed2026-04-24

CGDG

CAPITAL GROUP DIVIDEND GROWE

91.16%

Shares28.4K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

17.73%

Shares1.7K

Event2026-03-31

Filed2026-04-24

COWZ

PACER FDS TR

-0.04%

Shares15.8K

Event2026-03-31

Filed2026-04-24

VYM

VANGUARD WHITEHALL FDS

-2.64%

Shares6.5K

Event2026-03-31

Filed2026-04-24

AOK

ISHARES TR

-0.15%

Shares23.2K

Event2026-03-31

Filed2026-04-24

FSCO

FS CREDIT OPPORTUNITIES CORP

-1.05%

Shares178.6K

Event2026-03-31

Filed2026-04-24

PHILIP MORRIS INTL INC

-0.76%

Shares5.0K

Event2026-03-31

Filed2026-04-24

MELI

MERCADOLIBRE INC

-1.30%

Shares456

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

1.56%

Shares2.7K

Event2026-03-31

Filed2026-04-24

QUAL

ISHARES TR

1.04%

Shares4.1K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

2.13%

Shares1.2K

Event2026-03-31

Filed2026-04-24

SCHX

SCHWAB STRATEGIC TR

0.42%

Shares29.2K

Event2026-03-31

Filed2026-04-24

RSPF

INVESCO EXCHANGE TRADED FD T

1.40%

Shares10.4K

Event2026-03-31

Filed2026-04-24

SCHF

SCHWAB STRATEGIC TR

22.72%

Shares29.4K

Event2026-03-31

Filed2026-04-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

52.45%

Shares1.9K

Event2026-03-31

Filed2026-04-24

FBTC

FIDELITY WISE ORIGIN BITCOIN

1.99%

Shares11.7K

Event2026-03-31

Filed2026-04-24

FTSL

FIRST TR EXCHANGE-TRADED FD

-18.86%

Shares15.1K

Event2026-03-31

Filed2026-04-24

SCHB

SCHWAB STRATEGIC TR

0.16%

Shares26.9K

Event2026-03-31

Filed2026-04-24

LGLV

SPDR SERIES TRUST

1.84%

Shares3.8K

Event2026-03-31

Filed2026-04-24

AT&T INC

-0.06%

Shares23.1K

Event2026-03-31

Filed2026-04-24

DGT

SPDR SERIES TRUST

28.79%

Shares3.8K

Event2026-03-31

Filed2026-04-24

FS SPECIALTY LENDING FD

-55.64%

Shares52.1K

Event2026-03-31

Filed2026-04-24

UBER

UBER TECHNOLOGIES INC

6.19%

Shares9.0K

Event2026-03-31

Filed2026-04-24

HLT

HILTON WORLDWIDE HLDGS INC

0.05%

Shares2.1K

Event2026-03-31

Filed2026-04-24

SPYV

SPDR SERIES TRUST

2.03%

Shares10.7K

Event2026-03-31

Filed2026-04-24

XLI

SELECT SECTOR SPDR TR

2.74%

Shares3.6K

Event2026-03-31

Filed2026-04-24

SPYG

SPDR SERIES TRUST

1.44%

Shares5.8K

Event2026-03-31

Filed2026-04-24

AVDV

AMERICAN CENTY ETF TR

-13.22%

Shares5.6K

Event2026-03-31

Filed2026-04-24

AMGN

AMGEN INC

1.61%

Shares1.5K

Event2026-03-31

Filed2026-04-24

RSPH

INVESCO EXCHANGE TRADED FD T

0.16%

Shares17.3K

Event2026-03-31

Filed2026-04-24

NOBL

PROSHARES TR

25.90%

Shares4.9K

Event2026-03-31

Filed2026-04-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

20.02%

Shares1.5K

Event2026-03-31

Filed2026-04-24

JACOBS SOLUTIONS INC

0.03%

Shares3.8K

Event2026-03-31

Filed2026-04-24

XLE

SELECT SECTOR SPDR TR

-9.02%

Shares7.7K

Event2026-03-31

Filed2026-04-24

HON

HONEYWELL INTL INC

3.04%

Shares2.1K

Event2026-03-31

Filed2026-04-24

VHT

VANGUARD WORLD FD

0.06%

Shares1.7K

Event2026-03-31

Filed2026-04-24

XLV

SELECT SECTOR SPDR TR

-1.23%

Shares3.1K

Event2026-03-31

Filed2026-04-24

SYK

STRYKER CORPORATION

5.04%

Shares1.4K

Event2026-03-31

Filed2026-04-24

VCRM

VANGUARD MUN BD FDS

29.82%

Shares5.9K

Event2026-03-31

Filed2026-04-24

IGIB

ISHARES TR

48.96%

Shares8.1K

Event2026-03-31

Filed2026-04-24

XLF

SELECT SECTOR SPDR TR

4.23%

Shares8.6K

Event2026-03-31

Filed2026-04-24

ALTRIA GROUP INC

-1.21%

Shares6.4K

Event2026-03-31

Filed2026-04-24

IBIT

ISHARES BITCOIN TRUST ETF

16.41%

Shares10.7K

Event2026-03-31

Filed2026-04-24

VOT

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC

2.37%

Shares1.7K

Event2026-03-31

Filed2026-04-24

IGSB

ISHARES TR

55.61%

Shares7.0K

Event2026-03-31

Filed2026-04-24

ACWV

ISHARES INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-24

DIS

DISNEY WALT CO

-22.47%

Shares3.7K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

0.15%

Shares1.3K

Event2026-03-31

Filed2026-04-24

FBT

FIRST TR EXCHANGE-TRADED FD

-1.03%

Shares1.7K

Event2026-03-31

Filed2026-04-24

IYW

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-24

CIBR

FIRST TR EXCHANGE-TRADED FD

22.98%

Shares5.4K

Event2026-03-31

Filed2026-04-24

NEAR

ISHARES U S ETF TR

New

Shares6.4K

Event2026-03-31

Filed2026-04-24

VIS

VANGUARD WORLD FD

6.70%

Shares1.0K

Event2026-03-31

Filed2026-04-24

CGBL

CAPITAL GROUP CORE BALANCED

1.13%

Shares9.0K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

0.21%

Shares469

Event2026-03-31

Filed2026-04-24

UNP

UNION PAC CORP

-7.60%

Shares1.3K

Event2026-03-31

Filed2026-04-24

XHB

SPDR SERIES TRUST

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-24

SCHM

SCHWAB STRATEGIC TR

-2.74%

Shares9.5K

Event2026-03-31

Filed2026-04-24

AXP

AMERICAN EXPRESS CO

29.13%

Shares931

Event2026-03-31

Filed2026-04-24

QUS

SPDR SERIES TRUST

1.62%

Shares1.6K

Event2026-03-31

Filed2026-04-24

DTD

WISDOMTREE TR

0.38%

Shares3.2K

Event2026-03-31

Filed2026-04-24

ISCF

ISHARES TR

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-24

MINT

PIMCO ETF TR

New

Shares2.6K

Event2026-03-31

Filed2026-04-24

SUN

SUNOCO LP/SUNOCO FIN CORP

New

Shares3.7K

Event2026-03-31

Filed2026-04-24

RSPN

INVESCO EXCHANGE TRADED FD T

1.44%

Shares4.1K

Event2026-03-31

Filed2026-04-24

FDRR

FIDELITY COVINGTON TRUST

-17.30%

Shares3.9K

Event2026-03-31

Filed2026-04-24

CHUBB LTD SWITZ

0.00%

Shares709

Event2026-03-31

Filed2026-04-24

VGT

VANGUARD WORLD FD

3.12%

Shares331

Event2026-03-31

Filed2026-04-24

XTN

SPDR SERIES TRUST

0.04%

Shares2.5K

Event2026-03-31

Filed2026-04-24

ARKK

ARK ETF TR

-31.11%

Shares3.4K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD TR

0.00%

Shares527

Event2026-03-31

Filed2026-04-24

IBM

INTERNATIONAL BUSINESS MACHS

3.12%

Shares926

Event2026-03-31

Filed2026-04-24

VERIZON COMMUNICATIONS INC

New

Shares4.4K

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

-26.10%

Shares674

Event2026-03-31

Filed2026-04-24

BINC

BLACKROCK ETF TRUST II

New

Shares4.0K

Event2026-03-31

Filed2026-04-24

UNH

UNITEDHEALTH GROUP INC

-25.05%

Shares763

Event2026-03-31

Filed2026-04-24

SPIB

SPDR SERIES TRUST

New

Shares6.2K

Event2026-03-31

Filed2026-04-24

SCHV

SCHWAB STRATEGIC TR

New

Shares6.7K

Event2026-03-31

Filed2026-04-24

NUV

NUVEEN MUN VALUE FD INC

0.71%

Shares12.0K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

SOUNDHOUND AI INC Call CallSOUNDHOUND AI INC100 sharesnew addition2026-03-312026-04-24

AIRSHIP AI HLDGS INC Call CallAIRSHIP AI HLDGS INC100 sharesnew addition2026-03-312026-04-24

SOUNDHOUND AI INC Call

SOUNDHOUND AI INC

New

Shares100

Event2026-03-31

Filed2026-04-24

AIRSHIP AI HLDGS INC Call

AIRSHIP AI HLDGS INC

New

Shares100

Event2026-03-31

Filed2026-04-24

Put Option Holdings

No put option holdings data available