Sponsored

The Analysis of PINKERTON WEALTH, LLC's Holdings & P&L

Currently, PINKERTON WEALTH, LLC holds 138 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in GLD (+54.5K shares, valued at $21.6M), IYZ (+494.9K shares, valued at $16.8M), BND (+218.4K shares, valued at $16.2M); decreased their positions in SCHX (-56.1K shares, valued at $1.5M), SCHF (-56.4K shares, valued at $1.4M), BIV (-15.8K shares, valued at $1.2M); initiated new positions in PEP (+2.0K shares, valued at $280.2K).

1M P&L

+55.5M+5.20%

3M P&L

+89.6M+8.66%

HY P&L

+182.4M+19.38%

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/A709.7M

70.6%

2Semiconductors42.1M

4.2%

3Drug Manufacturers - General18.8M

1.9%

Top Industries by Stock Count

1N/A39 stocks

32.2%

2Semiconductors10 stocks

8.3%

3Software - Application5 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GLD SPDR GOLD TR191.3K shares39.86%2026-03-312026-04-09

IYZ ISHARES TR1.7M shares39.48%2026-03-312026-04-09

IYW ISHARES TR283.9K shares39.27%2026-03-312026-04-09

IYH ISHARES TR861.2K shares39.84%2026-03-312026-04-09

IDU ISHARES TR511.7K shares39.43%2026-03-312026-04-09

SPY SPDR S&P 500 ETF TR70.2K shares2.52%2026-03-312026-04-09

SSO PROSHARES TR749.1K shares10.57%2026-03-312026-04-09

BIV VANGUARD BD INDEX FDS488.7K shares-3.13%2026-03-312026-04-09

Sponsored

SCHX SCHWAB STRATEGIC TR1.4M shares-3.84%2026-03-312026-04-09

SCHF SCHWAB STRATEGIC TR1.3M shares-4.24%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR48.6K shares8.38%2026-03-312026-04-09

IVW ISHARES TR234.3K shares8.92%2026-03-312026-04-09

BND VANGUARD BD INDEX FDS388.7K shares128.26%2026-03-312026-04-09

EEM ISHARES TR486.5K shares9.20%2026-03-312026-04-09

EFA ISHARES TR272.9K shares9.32%2026-03-312026-04-09

XLE SELECT SECTOR SPDR TR570.8K shares42.74%2026-03-312026-04-09

Sponsored

RTX RTX CORPORATION60.9K shares-1.71%2026-03-312026-04-09

MSFT MICROSOFT CORP21.7K shares-1.91%2026-03-312026-04-09

BROADCOM INC BROADCOM INC30.1K shares1.81%2026-03-312026-04-09

HYG ISHARES TR109.0K shares20.28%2026-03-312026-04-09

QCOM QUALCOMM INC50.4K shares-1.34%2026-03-312026-04-09

LQD ISHARES TR78.0K shares20.79%2026-03-312026-04-09

SCHB SCHWAB STRATEGIC TR277.1K shares-7.84%2026-03-312026-04-09

AAPL APPLE INC26.5K shares-0.56%2026-03-312026-04-09

Sponsored

JPM JPMORGAN CHASE & CO.21.4K shares-1.33%2026-03-312026-04-09

CITIGROUP INC CITIGROUP INC58.8K shares-1.20%2026-03-312026-04-09

SCHD SCHWAB STRATEGIC TR245.1K shares-7.77%2026-03-312026-04-09

ABBV ABBVIE INC28.8K shares-1.06%2026-03-312026-04-09

WMT WALMART INC58.3K shares-1.22%2026-03-312026-04-09

DFAS DIMENSIONAL ETF TRUST93.1K shares-2.94%2026-03-312026-04-09

AZN ASTRAZENECA PLC69.3K shares-1.07%2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC60.3K shares-1.03%2026-03-312026-04-09

Sponsored

SPMD SPDR SERIES TRUST106.8K shares-8.71%2026-03-312026-04-09

MMM 3M CO37.0K shares-1.30%2026-03-312026-04-09

XOM EXXON MOBIL CORP49.0K shares-1.17%2026-03-312026-04-09

TSM TAIWAN SEMICONDUCTOR MFG LTD19.3K shares-3.21%2026-03-312026-04-09

AMGN AMGEN INC17.7K shares-1.05%2026-03-312026-04-09

IGSB ISHARES TR107.8K shares-5.31%2026-03-312026-04-09

EIX EDISON INTL92.0K shares-1.08%2026-03-312026-04-09

PSX PHILLIPS 6642.8K shares-1.15%2026-03-312026-04-09

Sponsored

BK BANK NEW YORK MELLON CORP47.3K shares-2.89%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.8K shares-2.16%2026-03-312026-04-09

WBD WARNER BROS DISCOVERY INC189.0K shares8.41%2026-03-312026-04-09

WM WASTE MGMT INC DEL24.7K shares-1.22%2026-03-312026-04-09

UPS UNITED PARCEL SERVICE INC54.0K shares-1.08%2026-03-312026-04-09

OMC OMNICOM GROUP INC65.9K shares-1.14%2026-03-312026-04-09

SCHE SCHWAB STRATEGIC TR161.1K shares-3.34%2026-03-312026-04-09

CVX CHEVRON CORP NEW34.4K shares-1.46%2026-03-312026-04-09

Sponsored

MET METLIFE INC66.2K shares-1.18%2026-03-312026-04-09

MCD MCDONALDS CORP17.0K shares-1.07%2026-03-312026-04-09

ABT ABBOTT LABS41.5K shares-1.05%2026-03-312026-04-09

UNILEVER PLC UNILEVER PLC78.2K shares-1.23%2026-03-312026-04-09

AMZN AMAZON COM INC22.0K shares-1.60%2026-03-312026-04-09

TXN TEXAS INSTRS INC28.8K shares-1.18%2026-03-312026-04-09

COP CONOCOPHILLIPS53.3K shares-1.05%2026-03-312026-04-09

ALPHABET INC ALPHABET INC15.8K shares7.41%2026-03-312026-04-09

Sponsored

GPC GENUINE PARTS CO40.0K shares-1.11%2026-03-312026-04-09

IP INTERNATIONAL PAPER CO123.6K shares-1.09%2026-03-312026-04-09

LAM RESEARCH CORP LAM RESEARCH CORP28.3K shares8.64%2026-03-312026-04-09

MU MICRON TECHNOLOGY INC16.9K shares8.48%2026-03-312026-04-09

IQV IQVIA HLDGS INC21.2K shares-1.85%2026-03-312026-04-09

ADP AUTOMATIC DATA PROCESSING IN18.4K shares-1.19%2026-03-312026-04-09

PG PROCTER AND GAMBLE CO33.1K shares-1.14%2026-03-312026-04-09

WDC WESTERN DIGITAL CORP26.8K shares8.00%2026-03-312026-04-09

Sponsored

NEM NEWMONT CORP45.7K shares8.91%2026-03-312026-04-09

KMB KIMBERLY-CLARK CORP43.8K shares-1.19%2026-03-312026-04-09

ADI ANALOG DEVICES INC16.1K shares-2.18%2026-03-312026-04-09

ELV ELEVANCE HEALTH INC FORMERLY12.4K shares-1.81%2026-03-312026-04-09

PLTR PALANTIR TECHNOLOGIES INC24.0K shares7.47%2026-03-312026-04-09

XLRE SELECT SECTOR SPDR TR105.4K shares-3.20%2026-03-312026-04-09

INTC INTEL CORP114.8K shares7.97%2026-03-312026-04-09

ALPHABET INC ALPHABET INC13.5K shares-1.87%2026-03-312026-04-09

Sponsored

APH AMPHENOL CORP NEW30.9K shares8.46%2026-03-312026-04-09

TER TERADYNE INC21.5K shares8.97%2026-03-312026-04-09

GLW CORNING INC47.0K shares8.76%2026-03-312026-04-09

KLAC KLA CORP3.2K shares8.84%2026-03-312026-04-09

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD256.6K shares-0.16%2026-03-312026-04-09

FSLR FIRST SOLAR INC14.6K shares9.17%2026-03-312026-04-09

CAT CATERPILLAR INC6.6K shares8.81%2026-03-312026-04-09

AMD ADVANCED MICRO DEVICES INC17.7K shares7.93%2026-03-312026-04-09

Sponsored

MPWR MONOLITHIC PWR SYS INC4.0K shares8.62%2026-03-312026-04-09

ADBE ADOBE INC9.8K shares-2.09%2026-03-312026-04-09

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP9.9K shares-2.11%2026-03-312026-04-09

MA MASTERCARD INCORPORATED5.8K shares-2.20%2026-03-312026-04-09

VEEV VEEVA SYS INC14.1K shares-2.23%2026-03-312026-04-09

ALB ALBEMARLE CORP22.0K shares11.95%2026-03-312026-04-09

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL11.0K shares11.80%2026-03-312026-04-09

INTU INTUIT4.5K shares-2.19%2026-03-312026-04-09

Sponsored

APD AIR PRODS & CHEMS INC12.1K shares-2.26%2026-03-312026-04-09

TE CONNECTIVITY PLC TE CONNECTIVITY PLC12.6K shares11.84%2026-03-312026-04-09

SCHO SCHWAB STRATEGIC TR112.9K shares-2.37%2026-03-312026-04-09

WDAY WORKDAY INC11.8K shares-2.22%2026-03-312026-04-09

IWM ISHARES TR10.2K shares-1.94%2026-03-312026-04-09

BIL SPDR SERIES TRUST26.0K shares-7.60%2026-03-312026-04-09

CION CION INVT CORP228.6K shares0.00%2026-03-312026-04-09

LITE LUMENTUM HLDGS INC4.3K shares1.76%2026-03-312026-04-09

Sponsored

CIEN CIENA CORP6.6K shares1.89%2026-03-312026-04-09

APP APPLOVIN CORP2.0K shares2.10%2026-03-312026-04-09

MDB MONGODB INC3.0K shares2.37%2026-03-312026-04-09

ASTS AST SPACEMOBILE INC17.2K shares2.31%2026-03-312026-04-09

COHERENT CORP COHERENT CORP6.6K shares2.28%2026-03-312026-04-09

SOFI SOFI TECHNOLOGIES INC45.9K shares1.32%2026-03-312026-04-09

MP MP MATERIALS CORP23.4K shares1.53%2026-03-312026-04-09

ALAB ASTERA LABS INC6.5K shares1.86%2026-03-312026-04-09

Sponsored

EXAS EXACT SCIENCES CORP10.5K shares2.09%2026-03-312026-04-09

TSLA TESLA INC2.3K shares-11.55%2026-03-312026-04-09

HOOD ROBINHOOD MKTS INC8.9K shares2.01%2026-03-312026-04-09

VRT VERTIV HOLDINGS CO5.9K shares1.99%2026-03-312026-04-09

INSM INSMED INC5.2K shares1.94%2026-03-312026-04-09

SCHP SCHWAB STRATEGIC TR34.3K shares-2.92%2026-03-312026-04-09

DFCF DIMENSIONAL ETF TRUST19.9K shares0.00%2026-03-312026-04-09

VIG VANGUARD SPECIALIZED FUNDS3.6K shares0.00%2026-03-312026-04-09

Sponsored

NVDA NVIDIA CORPORATION3.7K shares-1.54%2026-03-312026-04-09

SCHM SCHWAB STRATEGIC TR21.2K shares0.00%2026-03-312026-04-09

VTI VANGUARD INDEX FDS1.8K shares95.75%2026-03-312026-04-09

ETFS GOLD TR ETFS GOLD TR12.8K shares-5.49%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS691 shares0.00%2026-03-312026-04-09

ISHARES GOLD TR ISHARES GOLD TR4.8K shares0.00%2026-03-312026-04-09

RGLD ROYAL GOLD INC1.7K shares0.00%2026-03-312026-04-09

VCIT VANGUARD SCOTTSDALE FDS4.3K shares0.00%2026-03-312026-04-09

Sponsored

SATS ECHOSTAR CORP3.0K shares0.00%2026-03-312026-04-09

ROIV ROIVANT SCIENCES LTD14.8K shares0.00%2026-03-312026-04-09

ELAN ELANCO ANIMAL HEALTH INC13.9K shares0.00%2026-03-312026-04-09

SCHG SCHWAB STRATEGIC TR9.5K shares0.00%2026-03-312026-04-09

PEP PEPSICO INC2.0K sharesnew addition2026-03-312026-04-09

IWR ISHARES TR2.9K shares0.00%2026-03-312026-04-09

IBM INTERNATIONAL BUSINESS MACHS933 shares0.00%2026-03-312026-04-09

IEF ISHARES TR2.7K shares18.73%2026-03-312026-04-09

Sponsored

KTOS KRATOS DEFENSE & SEC SOLUTIO3.2K shares0.00%2026-03-312026-04-09

FNV FRANCO NEV CORP1.1K shares0.00%2026-03-312026-04-09

ZION ZIONS BANCORPORATION N A4.0K shares0.00%2026-03-312026-04-09

TT TRANE TECHNOLOGIES PLC584 shares0.00%2026-03-312026-04-09

IVV ISHARES TR329 shares0.00%2026-03-312026-04-09

CW CURTISS WRIGHT CORP400 shares0.00%2026-03-312026-04-09

XLK SELECT SECTOR SPDR TR1.5K shares0.00%2026-03-312026-04-09

IYM ISHARES TR1.4K shares6.86%2026-03-312026-04-09

Sponsored

PM PHILIP MORRIS INTL INC1.3K shares0.00%2026-03-312026-04-09

META META PLATFORMS INC318 shares0.00%2026-03-312026-04-09

GLD

SPDR GOLD TR

39.86%

Shares191.3K

Event2026-03-31

Filed2026-04-09

IYZ

ISHARES TR

39.48%

Shares1.7M

Event2026-03-31

Filed2026-04-09

IYW

ISHARES TR

39.27%

Shares283.9K

Event2026-03-31

Filed2026-04-09

IYH

ISHARES TR

39.84%

Shares861.2K

Event2026-03-31

Filed2026-04-09

IDU

ISHARES TR

39.43%

Shares511.7K

Event2026-03-31

Filed2026-04-09

SPY

SPDR S&P 500 ETF TR

2.52%

Shares70.2K

Event2026-03-31

Filed2026-04-09

SSO

PROSHARES TR

10.57%

Shares749.1K

Event2026-03-31

Filed2026-04-09

BIV

VANGUARD BD INDEX FDS

-3.13%

Shares488.7K

Event2026-03-31

Filed2026-04-09

SCHX

SCHWAB STRATEGIC TR

-3.84%

Shares1.4M

Event2026-03-31

Filed2026-04-09

SCHF

SCHWAB STRATEGIC TR

-4.24%

Shares1.3M

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

8.38%

Shares48.6K

Event2026-03-31

Filed2026-04-09

IVW

ISHARES TR

8.92%

Shares234.3K

Event2026-03-31

Filed2026-04-09

BND

VANGUARD BD INDEX FDS

128.26%

Shares388.7K

Event2026-03-31

Filed2026-04-09

EEM

ISHARES TR

9.20%

Shares486.5K

Event2026-03-31

Filed2026-04-09

EFA

ISHARES TR

9.32%

Shares272.9K

Event2026-03-31

Filed2026-04-09

XLE

SELECT SECTOR SPDR TR

42.74%

Shares570.8K

Event2026-03-31

Filed2026-04-09

RTX

RTX CORPORATION

-1.71%

Shares60.9K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

-1.91%

Shares21.7K

Event2026-03-31

Filed2026-04-09

BROADCOM INC

1.81%

Shares30.1K

Event2026-03-31

Filed2026-04-09

HYG

ISHARES TR

20.28%

Shares109.0K

Event2026-03-31

Filed2026-04-09

QCOM

QUALCOMM INC

-1.34%

Shares50.4K

Event2026-03-31

Filed2026-04-09

LQD

ISHARES TR

20.79%

Shares78.0K

Event2026-03-31

Filed2026-04-09

SCHB

SCHWAB STRATEGIC TR

-7.84%

Shares277.1K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-0.56%

Shares26.5K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO.

-1.33%

Shares21.4K

Event2026-03-31

Filed2026-04-09

CITIGROUP INC

-1.20%

Shares58.8K

Event2026-03-31

Filed2026-04-09

SCHD

SCHWAB STRATEGIC TR

-7.77%

Shares245.1K

Event2026-03-31

Filed2026-04-09

ABBV

ABBVIE INC

-1.06%

Shares28.8K

Event2026-03-31

Filed2026-04-09

WMT

WALMART INC

-1.22%

Shares58.3K

Event2026-03-31

Filed2026-04-09

DFAS

DIMENSIONAL ETF TRUST

-2.94%

Shares93.1K

Event2026-03-31

Filed2026-04-09

AZN

ASTRAZENECA PLC

-1.07%

Shares69.3K

Event2026-03-31

Filed2026-04-09

MERCK & CO INC

-1.03%

Shares60.3K

Event2026-03-31

Filed2026-04-09

SPMD

SPDR SERIES TRUST

-8.71%

Shares106.8K

Event2026-03-31

Filed2026-04-09

MMM

3M CO

-1.30%

Shares37.0K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

-1.17%

Shares49.0K

Event2026-03-31

Filed2026-04-09

TSM

TAIWAN SEMICONDUCTOR MFG LTD

-3.21%

Shares19.3K

Event2026-03-31

Filed2026-04-09

AMGN

AMGEN INC

-1.05%

Shares17.7K

Event2026-03-31

Filed2026-04-09

IGSB

ISHARES TR

-5.31%

Shares107.8K

Event2026-03-31

Filed2026-04-09

EIX

EDISON INTL

-1.08%

Shares92.0K

Event2026-03-31

Filed2026-04-09

PSX

PHILLIPS 66

-1.15%

Shares42.8K

Event2026-03-31

Filed2026-04-09

BANK NEW YORK MELLON CORP

-2.89%

Shares47.3K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

-2.16%

Shares10.8K

Event2026-03-31

Filed2026-04-09

WBD

WARNER BROS DISCOVERY INC

8.41%

Shares189.0K

Event2026-03-31

Filed2026-04-09

WASTE MGMT INC DEL

-1.22%

Shares24.7K

Event2026-03-31

Filed2026-04-09

UPS

UNITED PARCEL SERVICE INC

-1.08%

Shares54.0K

Event2026-03-31

Filed2026-04-09

OMC

OMNICOM GROUP INC

-1.14%

Shares65.9K

Event2026-03-31

Filed2026-04-09

SCHE

SCHWAB STRATEGIC TR

-3.34%

Shares161.1K

Event2026-03-31

Filed2026-04-09

CVX

CHEVRON CORP NEW

-1.46%

Shares34.4K

Event2026-03-31

Filed2026-04-09

MET

METLIFE INC

-1.18%

Shares66.2K

Event2026-03-31

Filed2026-04-09

MCD

MCDONALDS CORP

-1.07%

Shares17.0K

Event2026-03-31

Filed2026-04-09

ABT

ABBOTT LABS

-1.05%

Shares41.5K

Event2026-03-31

Filed2026-04-09

UNILEVER PLC

-1.23%

Shares78.2K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

-1.60%

Shares22.0K

Event2026-03-31

Filed2026-04-09

TXN

TEXAS INSTRS INC

-1.18%

Shares28.8K

Event2026-03-31

Filed2026-04-09

COP

CONOCOPHILLIPS

-1.05%

Shares53.3K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

7.41%

Shares15.8K

Event2026-03-31

Filed2026-04-09

GPC

GENUINE PARTS CO

-1.11%

Shares40.0K

Event2026-03-31

Filed2026-04-09

INTERNATIONAL PAPER CO

-1.09%

Shares123.6K

Event2026-03-31

Filed2026-04-09

LAM RESEARCH CORP

8.64%

Shares28.3K

Event2026-03-31

Filed2026-04-09

MICRON TECHNOLOGY INC

8.48%

Shares16.9K

Event2026-03-31

Filed2026-04-09

IQV

IQVIA HLDGS INC

-1.85%

Shares21.2K

Event2026-03-31

Filed2026-04-09

ADP

AUTOMATIC DATA PROCESSING IN

-1.19%

Shares18.4K

Event2026-03-31

Filed2026-04-09

PROCTER AND GAMBLE CO

-1.14%

Shares33.1K

Event2026-03-31

Filed2026-04-09

WDC

WESTERN DIGITAL CORP

8.00%

Shares26.8K

Event2026-03-31

Filed2026-04-09

NEM

NEWMONT CORP

8.91%

Shares45.7K

Event2026-03-31

Filed2026-04-09

KMB

KIMBERLY-CLARK CORP

-1.19%

Shares43.8K

Event2026-03-31

Filed2026-04-09

ADI

ANALOG DEVICES INC

-2.18%

Shares16.1K

Event2026-03-31

Filed2026-04-09

ELV

ELEVANCE HEALTH INC FORMERLY

-1.81%

Shares12.4K

Event2026-03-31

Filed2026-04-09

PLTR

PALANTIR TECHNOLOGIES INC

7.47%

Shares24.0K

Event2026-03-31

Filed2026-04-09

XLRE

SELECT SECTOR SPDR TR

-3.20%

Shares105.4K

Event2026-03-31

Filed2026-04-09

INTC

INTEL CORP

7.97%

Shares114.8K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-1.87%

Shares13.5K

Event2026-03-31

Filed2026-04-09

APH

AMPHENOL CORP NEW

8.46%

Shares30.9K

Event2026-03-31

Filed2026-04-09

TER

TERADYNE INC

8.97%

Shares21.5K

Event2026-03-31

Filed2026-04-09

GLW

CORNING INC

8.76%

Shares47.0K

Event2026-03-31

Filed2026-04-09

KLAC

KLA CORP

8.84%

Shares3.2K

Event2026-03-31

Filed2026-04-09

BLUEROCK PVT REAL ESTATE FD

-0.16%

Shares256.6K

Event2026-03-31

Filed2026-04-09

FSLR

FIRST SOLAR INC

9.17%

Shares14.6K

Event2026-03-31

Filed2026-04-09

CAT

CATERPILLAR INC

8.81%

Shares6.6K

Event2026-03-31

Filed2026-04-09

AMD

ADVANCED MICRO DEVICES INC

7.93%

Shares17.7K

Event2026-03-31

Filed2026-04-09

MPWR

MONOLITHIC PWR SYS INC

8.62%

Shares4.0K

Event2026-03-31

Filed2026-04-09

ADBE

ADOBE INC

-2.09%

Shares9.8K

Event2026-03-31

Filed2026-04-09

GENERAL DYNAMICS CORP

-2.11%

Shares9.9K

Event2026-03-31

Filed2026-04-09

MASTERCARD INCORPORATED

-2.20%

Shares5.8K

Event2026-03-31

Filed2026-04-09

VEEV

VEEVA SYS INC

-2.23%

Shares14.1K

Event2026-03-31

Filed2026-04-09

ALB

ALBEMARLE CORP

11.95%

Shares22.0K

Event2026-03-31

Filed2026-04-09

SEAGATE TECHNOLOGY HLDNGS PL

11.80%

Shares11.0K

Event2026-03-31

Filed2026-04-09

INTU

INTUIT

-2.19%

Shares4.5K

Event2026-03-31

Filed2026-04-09

APD

AIR PRODS & CHEMS INC

-2.26%

Shares12.1K

Event2026-03-31

Filed2026-04-09

TE CONNECTIVITY PLC

11.84%

Shares12.6K

Event2026-03-31

Filed2026-04-09

SCHO

SCHWAB STRATEGIC TR

-2.37%

Shares112.9K

Event2026-03-31

Filed2026-04-09

WDAY

WORKDAY INC

-2.22%

Shares11.8K

Event2026-03-31

Filed2026-04-09

IWM

ISHARES TR

-1.94%

Shares10.2K

Event2026-03-31

Filed2026-04-09

BIL

SPDR SERIES TRUST

-7.60%

Shares26.0K

Event2026-03-31

Filed2026-04-09

CION

CION INVT CORP

0.00%

Shares228.6K

Event2026-03-31

Filed2026-04-09

LITE

LUMENTUM HLDGS INC

1.76%

Shares4.3K

Event2026-03-31

Filed2026-04-09

CIEN

CIENA CORP

1.89%

Shares6.6K

Event2026-03-31

Filed2026-04-09

APP

APPLOVIN CORP

2.10%

Shares2.0K

Event2026-03-31

Filed2026-04-09

MDB

MONGODB INC

2.37%

Shares3.0K

Event2026-03-31

Filed2026-04-09

ASTS

AST SPACEMOBILE INC

2.31%

Shares17.2K

Event2026-03-31

Filed2026-04-09

COHERENT CORP

2.28%

Shares6.6K

Event2026-03-31

Filed2026-04-09

SOFI

SOFI TECHNOLOGIES INC

1.32%

Shares45.9K

Event2026-03-31

Filed2026-04-09

MP MATERIALS CORP

1.53%

Shares23.4K

Event2026-03-31

Filed2026-04-09

ALAB

ASTERA LABS INC

1.86%

Shares6.5K

Event2026-03-31

Filed2026-04-09

EXAS

EXACT SCIENCES CORP

2.09%

Shares10.5K

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

-11.55%

Shares2.3K

Event2026-03-31

Filed2026-04-09

HOOD

ROBINHOOD MKTS INC

2.01%

Shares8.9K

Event2026-03-31

Filed2026-04-09

VRT

VERTIV HOLDINGS CO

1.99%

Shares5.9K

Event2026-03-31

Filed2026-04-09

INSM

INSMED INC

1.94%

Shares5.2K

Event2026-03-31

Filed2026-04-09

SCHP

SCHWAB STRATEGIC TR

-2.92%

Shares34.3K

Event2026-03-31

Filed2026-04-09

DFCF

DIMENSIONAL ETF TRUST

0.00%

Shares19.9K

Event2026-03-31

Filed2026-04-09

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

-1.54%

Shares3.7K

Event2026-03-31

Filed2026-04-09

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares21.2K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

95.75%

Shares1.8K

Event2026-03-31

Filed2026-04-09

ETFS GOLD TR

-5.49%

Shares12.8K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

0.00%

Shares691

Event2026-03-31

Filed2026-04-09

ISHARES GOLD TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-09

RGLD

ROYAL GOLD INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-09

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-09

SATS

ECHOSTAR CORP

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-09

ROIV

ROIVANT SCIENCES LTD

0.00%

Shares14.8K

Event2026-03-31

Filed2026-04-09

ELAN

ELANCO ANIMAL HEALTH INC

0.00%

Shares13.9K

Event2026-03-31

Filed2026-04-09

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares9.5K

Event2026-03-31

Filed2026-04-09

PEP

PEPSICO INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-09

IWR

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-09

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares933

Event2026-03-31

Filed2026-04-09

IEF

ISHARES TR

18.73%

Shares2.7K

Event2026-03-31

Filed2026-04-09

KTOS

KRATOS DEFENSE & SEC SOLUTIO

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-09

FNV

FRANCO NEV CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-09

ZION

ZIONS BANCORPORATION N A

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-09

TRANE TECHNOLOGIES PLC

0.00%

Shares584

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

0.00%

Shares329

Event2026-03-31

Filed2026-04-09

CURTISS WRIGHT CORP

0.00%

Shares400

Event2026-03-31

Filed2026-04-09

XLK

SELECT SECTOR SPDR TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-09

IYM

ISHARES TR

6.86%

Shares1.4K

Event2026-03-31

Filed2026-04-09

PHILIP MORRIS INTL INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-09