Sponsored

The Analysis of Pinnacle Wealth Management Group, Inc.'s Holdings & P&L

Currently, Pinnacle Wealth Management Group, Inc. holds 120 types of securities in its portfolio with a total value $203.7M. In the most recent quarter, they have increased their positions in EMLC (+176.2K shares, valued at $4.4M), VXUS (+51.6K shares, valued at $4.0M), SFLR (+77.6K shares, valued at $2.7M); decreased their positions in TBIL (-43.8K shares, valued at $2.2M), N/A (-3.4K shares, valued at $2.0M), UITB (-36.5K shares, valued at $1.7M); initiated new positions in EMLC (+176.2K shares, valued at $4.4M), N/A (+137.2K shares, valued at $2.6M), UTG (+5.3K shares, valued at $210.1K).

1M P&L

+1.5M+0.91%

3M P&L

-20.6M-10.86%

HY P&L

-9.4M-5.26%

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/A130.2M

73.0%

2Gold10.1M

5.6%

3Software - Infrastructure5.3M

3.0%

Top Industries by Stock Count

1N/A59 stocks

55.1%

2Utilities - Regulated Electric5 stocks

4.7%

3Gold4 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VXUS VANGUARD STAR FDS132.8K shares63.44%2026-03-312026-04-14

USTB VICTORY PORTFOLIOS II178.8K shares12.54%2026-03-312026-04-14

SFLR INNOVATOR ETFS TRUST244.0K shares46.64%2026-03-312026-04-14

QFLR INNOVATOR ETFS TRUST250.6K shares26.34%2026-03-312026-04-14

GDX VANECK ETF TRUST85.3K shares4.21%2026-03-312026-04-14

VMBS VANGUARD SCOTTSDALE FDS157.6K shares-12.63%2026-03-312026-04-14

UITB VICTORY PORTFOLIOS II154.7K shares-19.08%2026-03-312026-04-14

TBIL RBB FD INC124.2K shares-26.08%2026-03-312026-04-14

Sponsored

VO VANGUARD INDEX FDS19.4K shares2.70%2026-03-312026-04-14

IWM ISHARES TR22.5K shares-0.72%2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T27.9K shares-10.22%2026-03-312026-04-14

AEM AGNICO EAGLE MINES LTD26.3K shares1.98%2026-03-312026-04-14

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II71.0K shares5.09%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR9.0K shares-27.77%2026-03-312026-04-14

MS MORGAN STANLEY30.2K shares-2.61%2026-03-312026-04-14

MSFT MICROSOFT CORP13.0K shares-3.28%2026-03-312026-04-14

Sponsored

PAPR INNOVATOR ETFS TRUST112.5K shares-1.05%2026-03-312026-04-14

EMLC VANECK ETF TRUST176.2K sharesnew addition2026-03-312026-04-14

GNOV FIRST TR EXCHNG TRADED FD VI94.3K shares-2.18%2026-03-312026-04-14

AGI ALAMOS GOLD INC78.3K shares3.17%2026-03-312026-04-14

VPU VANGUARD WORLD FD16.5K shares8.01%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO10.9K shares-1.29%2026-03-312026-04-14

KBWB INVESCO EXCH TRADED FD TR II38.7K shares4.48%2026-03-312026-04-14

PDEC INNOVATOR ETFS TRUST71.6K shares-0.90%2026-03-312026-04-14

Sponsored

AAPL APPLE INC11.9K shares-0.43%2026-03-312026-04-14

SPHD INVESCO EXCH TRADED FD TR II60.2K shares4.05%2026-03-312026-04-14

XLV SELECT SECTOR SPDR TR19.2K shares5.11%2026-03-312026-04-14

PJUN INNOVATOR ETFS TRUST62.7K shares-0.60%2026-03-312026-04-14

COEUR MNG INC COEUR MNG INC137.2K sharesnew addition2026-03-312026-04-14

PSEP INNOVATOR ETFS TRUST43.1K shares-0.27%2026-03-312026-04-14

SKEENA RES LTD NEW SKEENA RES LTD NEW58.4K shares29.04%2026-03-312026-04-14

DDTL INNOVATOR ETFS TRUST81.3K shares0.00%2026-03-312026-04-14

Sponsored

PFEB INNOVATOR ETFS TRUST37.7K shares10.09%2026-03-312026-04-14

PPTA PERPETUA RESOURCES CORP51.6K shares19.16%2026-03-312026-04-14

ITOT ISHARES TR9.7K shares21.32%2026-03-312026-04-14

VZ VERIZON COMMUNICATIONS INC25.9K shares-0.16%2026-03-312026-04-14

PMAY INNOVATOR ETFS TRUST32.0K shares-0.62%2026-03-312026-04-14

ALPHABET INC ALPHABET INC4.4K shares1.58%2026-03-312026-04-14

AMZN AMAZON COM INC6.1K shares-3.02%2026-03-312026-04-14

V VISA INC4.1K shares-2.48%2026-03-312026-04-14

Sponsored

STIP ISHARES TR11.5K shares-11.86%2026-03-312026-04-14

RSG REPUBLIC SVCS INC5.3K shares0.00%2026-03-312026-04-14

ALPHABET INC ALPHABET INC3.8K shares0.00%2026-03-312026-04-14

PEP PEPSICO INC6.8K shares-6.99%2026-03-312026-04-14

ABBV ABBVIE INC4.7K shares3.97%2026-03-312026-04-14

TSM TAIWAN SEMICONDUCTOR MANUFAC2.8K shares0.00%2026-03-312026-04-14

POCT INNOVATOR ETFS TRUST20.9K shares-0.31%2026-03-312026-04-14

PAUG INNOVATOR ETFS TRUST20.8K shares0.00%2026-03-312026-04-14

Sponsored

ODV OSISKO DEVELOPMENT CORP238.1K shares31.87%2026-03-312026-04-14

NXT NEXTPOWER INC6.4K shares0.00%2026-03-312026-04-14

TMUS T-MOBILE US INC3.6K shares-6.48%2026-03-312026-04-14

NEE NEXTERA ENERGY INC7.8K shares0.99%2026-03-312026-04-14

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-14

VTI VANGUARD INDEX FDS2.1K shares-1.21%2026-03-312026-04-14

BSEP INNOVATOR ETFS TRUST14.0K shares0.00%2026-03-312026-04-14

BA BOEING CO3.3K shares-0.61%2026-03-312026-04-14

Sponsored

WELL WELLTOWER INC3.3K shares0.24%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3K shares48.12%2026-03-312026-04-14

PNOV INNOVATOR ETFS TRUST14.9K shares0.92%2026-03-312026-04-14

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO15.3K shares0.00%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON2.4K shares-4.75%2026-03-312026-04-14

PJAN INNOVATOR ETFS TRUST12.1K shares8.53%2026-03-312026-04-14

ORCL ORACLE CORP3.7K shares0.00%2026-03-312026-04-14

PAVE GLOBAL X FDS10.5K shares-12.47%2026-03-312026-04-14

Sponsored

KT KT CORP24.9K shares0.00%2026-03-312026-04-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.0K shares0.00%2026-03-312026-04-14

SHY ISHARES TR6.3K shares-4.86%2026-03-312026-04-14

PG PROCTER & GAMBLE CO3.5K shares1.93%2026-03-312026-04-14

PJUL INNOVATOR ETFS TRUST11.1K shares-7.20%2026-03-312026-04-14

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP12.7K shares0.00%2026-03-312026-04-14

SO SOUTHERN CO5.1K shares0.00%2026-03-312026-04-14

EWZ ISHARES INC12.8K shares0.30%2026-03-312026-04-14

Sponsored

IEF ISHARES TR5.0K shares4.60%2026-03-312026-04-14

NEM NEWMONT CORP4.3K shares5.25%2026-03-312026-04-14

SCHD SCHWAB STRATEGIC TR15.2K shares21.22%2026-03-312026-04-14

PMAR INNOVATOR ETFS TRUST10.4K shares-13.00%2026-03-312026-04-14

DTE DTE ENERGY CO3.1K shares2.99%2026-03-312026-04-14

DIA STATE STR SPDR DOW JONES IND967 shares-7.38%2026-03-312026-04-14

SPTM SPDR SERIES TRUST5.7K shares-1.63%2026-03-312026-04-14

IXUS ISHARES TR5.2K shares11.86%2026-03-312026-04-14

Sponsored

ZAUG INNOVATOR ETFS TRUST16.6K shares0.00%2026-03-312026-04-14

AEE AMEREN CORP4.0K shares0.00%2026-03-312026-04-14

BAUG INNOVATOR ETFS TRUST8.8K shares0.00%2026-03-312026-04-14

BDEC INNOVATOR ETFS TRUST9.0K shares0.00%2026-03-312026-04-14

XOM EXXON MOBIL CORP2.2K shares5.72%2026-03-312026-04-14

FNOV FIRST TR EXCHNG TRADED FD VI7.0K shares0.00%2026-03-312026-04-14

DTM DT MIDSTREAM INC2.8K shares0.44%2026-03-312026-04-14

QUAL ISHARES TR1.8K shares9.57%2026-03-312026-04-14

Sponsored

NVDA NVIDIA CORPORATION2.0K shares-9.35%2026-03-312026-04-14

CMS CMS ENERGY CORP4.3K shares0.00%2026-03-312026-04-14

ECL ECOLAB INC1.3K shares0.00%2026-03-312026-04-14

CVX CHEVRON CORPORATION1.6K shares0.00%2026-03-312026-04-14

ADP AUTOMATIC DATA PROCESSING IN1.6K shares-5.80%2026-03-312026-04-14

LLY ELI LILLY & CO351 shares7.67%2026-03-312026-04-14

IWD ISHARES TR1.5K shares-4.78%2026-03-312026-04-14

BARRICK MNG CORP BARRICK MNG CORP7.7K shares0.00%2026-03-312026-04-14

Sponsored

VKTX VIKING THERAPEUTICS INC9.6K shares0.00%2026-03-312026-04-14

WMT WALMART INC2.4K shares8.28%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS506 shares0.00%2026-03-312026-04-14

JAJL INNOVATOR ETFS TRUST10.3K shares0.00%2026-03-312026-04-14

GS GOLDMAN SACHS GROUP INC350 shares0.00%2026-03-312026-04-14

BJAN INNOVATOR ETFS TRUST5.5K shares10.10%2026-03-312026-04-14

SDY SPDR SERIES TRUST1.9K shares-9.34%2026-03-312026-04-14

MSI MOTOROLA SOLUTIONS INC621 shares0.00%2026-03-312026-04-14

Sponsored

MDLZ MONDELEZ INTL INC4.6K shares-2.13%2026-03-312026-04-14

DDFL INNOVATOR ETFS TRUST12.6K shares0.00%2026-03-312026-04-14

AMT AMERICAN TOWER CORP1.4K shares-25.00%2026-03-312026-04-14

ABT ABBOTT LABORATORIES2.3K shares3.57%2026-03-312026-04-14

PHO INVESCO EXCHANGE TRADED FD T3.5K shares0.00%2026-03-312026-04-14

BNOV INNOVATOR ETFS TRUST5.3K shares0.00%2026-03-312026-04-14

VTV VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-14

VMC VULCAN MATLS CO800 shares-11.11%2026-03-312026-04-14

Sponsored

VIG VANGUARD SPECIALIZED FUNDS998 shares0.00%2026-03-312026-04-14

UTG REAVES UTIL INCOME FD5.3K sharesnew addition2026-03-312026-04-14

SILJ AMPLIFY ETF TR7.0K sharesnew addition2026-03-312026-04-14

BAC BANK AMERICA CORP4.2K shares-24.41%2026-03-312026-04-14

AMD ADVANCED MICRO DEVICES INC1.0K shares0.00%2026-03-312026-04-14

IFEB INNOVATOR ETFS TRUST6.8K sharesnew addition2026-03-312026-04-14

COLD AMERICOLD REALTY TRUST INC17.2K shares0.91%2026-03-312026-04-14

NOK NOKIA CORP18.0K shares-0.21%2026-03-312026-04-14

Sponsored

VXUS

VANGUARD STAR FDS

63.44%

Shares132.8K

Event2026-03-31

Filed2026-04-14

USTB

VICTORY PORTFOLIOS II

12.54%

Shares178.8K

Event2026-03-31

Filed2026-04-14

SFLR

INNOVATOR ETFS TRUST

46.64%

Shares244.0K

Event2026-03-31

Filed2026-04-14

QFLR

INNOVATOR ETFS TRUST

26.34%

Shares250.6K

Event2026-03-31

Filed2026-04-14

GDX

VANECK ETF TRUST

4.21%

Shares85.3K

Event2026-03-31

Filed2026-04-14

VMBS

VANGUARD SCOTTSDALE FDS

-12.63%

Shares157.6K

Event2026-03-31

Filed2026-04-14

UITB

VICTORY PORTFOLIOS II

-19.08%

Shares154.7K

Event2026-03-31

Filed2026-04-14

TBIL

RBB FD INC

-26.08%

Shares124.2K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

2.70%

Shares19.4K

Event2026-03-31

Filed2026-04-14

IWM

ISHARES TR

-0.72%

Shares22.5K

Event2026-03-31

Filed2026-04-14

INVESCO EXCHANGE TRADED FD T

-10.22%

Shares27.9K

Event2026-03-31

Filed2026-04-14

AEM

AGNICO EAGLE MINES LTD

1.98%

Shares26.3K

Event2026-03-31

Filed2026-04-14

INVESCO EXCH TRADED FD TR II

5.09%

Shares71.0K

Event2026-03-31

Filed2026-04-14

INVESCO QQQ TR

-27.77%

Shares9.0K

Event2026-03-31

Filed2026-04-14

MORGAN STANLEY

-2.61%

Shares30.2K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

-3.28%

Shares13.0K

Event2026-03-31

Filed2026-04-14

PAPR

INNOVATOR ETFS TRUST

-1.05%

Shares112.5K

Event2026-03-31

Filed2026-04-14

EMLC

VANECK ETF TRUST

New

Shares176.2K

Event2026-03-31

Filed2026-04-14

GNOV

FIRST TR EXCHNG TRADED FD VI

-2.18%

Shares94.3K

Event2026-03-31

Filed2026-04-14

AGI

ALAMOS GOLD INC

3.17%

Shares78.3K

Event2026-03-31

Filed2026-04-14

VPU

VANGUARD WORLD FD

8.01%

Shares16.5K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

-1.29%

Shares10.9K

Event2026-03-31

Filed2026-04-14

KBWB

INVESCO EXCH TRADED FD TR II

4.48%

Shares38.7K

Event2026-03-31

Filed2026-04-14

PDEC

INNOVATOR ETFS TRUST

-0.90%

Shares71.6K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

-0.43%

Shares11.9K

Event2026-03-31

Filed2026-04-14

SPHD

INVESCO EXCH TRADED FD TR II

4.05%

Shares60.2K

Event2026-03-31

Filed2026-04-14

XLV

SELECT SECTOR SPDR TR

5.11%

Shares19.2K

Event2026-03-31

Filed2026-04-14

PJUN

INNOVATOR ETFS TRUST

-0.60%

Shares62.7K

Event2026-03-31

Filed2026-04-14

COEUR MNG INC

New

Shares137.2K

Event2026-03-31

Filed2026-04-14

PSEP

INNOVATOR ETFS TRUST

-0.27%

Shares43.1K

Event2026-03-31

Filed2026-04-14

SKEENA RES LTD NEW

29.04%

Shares58.4K

Event2026-03-31

Filed2026-04-14

DDTL

INNOVATOR ETFS TRUST

0.00%

Shares81.3K

Event2026-03-31

Filed2026-04-14

PFEB

INNOVATOR ETFS TRUST

10.09%

Shares37.7K

Event2026-03-31

Filed2026-04-14

PPTA

PERPETUA RESOURCES CORP

19.16%

Shares51.6K

Event2026-03-31

Filed2026-04-14

ITOT

ISHARES TR

21.32%

Shares9.7K

Event2026-03-31

Filed2026-04-14

VERIZON COMMUNICATIONS INC

-0.16%

Shares25.9K

Event2026-03-31

Filed2026-04-14

PMAY

INNOVATOR ETFS TRUST

-0.62%

Shares32.0K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

1.58%

Shares4.4K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

-3.02%

Shares6.1K

Event2026-03-31

Filed2026-04-14

VISA INC

-2.48%

Shares4.1K

Event2026-03-31

Filed2026-04-14

STIP

ISHARES TR

-11.86%

Shares11.5K

Event2026-03-31

Filed2026-04-14

RSG

REPUBLIC SVCS INC

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-14

PEP

PEPSICO INC

-6.99%

Shares6.8K

Event2026-03-31

Filed2026-04-14

ABBV

ABBVIE INC

3.97%

Shares4.7K

Event2026-03-31

Filed2026-04-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-14

POCT

INNOVATOR ETFS TRUST

-0.31%

Shares20.9K

Event2026-03-31

Filed2026-04-14

PAUG

INNOVATOR ETFS TRUST

0.00%

Shares20.8K

Event2026-03-31

Filed2026-04-14

ODV

OSISKO DEVELOPMENT CORP

31.87%

Shares238.1K

Event2026-03-31

Filed2026-04-14

NXT

NEXTPOWER INC

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-14

TMUS

T-MOBILE US INC

-6.48%

Shares3.6K

Event2026-03-31

Filed2026-04-14

NEE

NEXTERA ENERGY INC

0.99%

Shares7.8K

Event2026-03-31

Filed2026-04-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

-1.21%

Shares2.1K

Event2026-03-31

Filed2026-04-14

BSEP

INNOVATOR ETFS TRUST

0.00%

Shares14.0K

Event2026-03-31

Filed2026-04-14

BOEING CO

-0.61%

Shares3.3K

Event2026-03-31

Filed2026-04-14

WELL

WELLTOWER INC

0.24%

Shares3.3K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

48.12%

Shares1.3K

Event2026-03-31

Filed2026-04-14

PNOV

INNOVATOR ETFS TRUST

0.92%

Shares14.9K

Event2026-03-31

Filed2026-04-14

BROOKFIELD INFRASTRUCTURE CO

0.00%

Shares15.3K

Event2026-03-31

Filed2026-04-14

JNJ

JOHNSON & JOHNSON

-4.75%

Shares2.4K

Event2026-03-31

Filed2026-04-14

PJAN

INNOVATOR ETFS TRUST

8.53%

Shares12.1K

Event2026-03-31

Filed2026-04-14

ORCL

ORACLE CORP

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-14

PAVE

GLOBAL X FDS

-12.47%

Shares10.5K

Event2026-03-31

Filed2026-04-14

KT CORP

0.00%

Shares24.9K

Event2026-03-31

Filed2026-04-14

DUKE ENERGY CORP NEW

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-14

SHY

ISHARES TR

-4.86%

Shares6.3K

Event2026-03-31

Filed2026-04-14

PROCTER & GAMBLE CO

1.93%

Shares3.5K

Event2026-03-31

Filed2026-04-14

PJUL

INNOVATOR ETFS TRUST

-7.20%

Shares11.1K

Event2026-03-31

Filed2026-04-14

BROOKFIELD RENEWABLE CORP

0.00%

Shares12.7K

Event2026-03-31

Filed2026-04-14

SOUTHERN CO

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-14

EWZ

ISHARES INC

0.30%

Shares12.8K

Event2026-03-31

Filed2026-04-14

IEF

ISHARES TR

4.60%

Shares5.0K

Event2026-03-31

Filed2026-04-14

NEM

NEWMONT CORP

5.25%

Shares4.3K

Event2026-03-31

Filed2026-04-14

SCHD

SCHWAB STRATEGIC TR

21.22%

Shares15.2K

Event2026-03-31

Filed2026-04-14

PMAR

INNOVATOR ETFS TRUST

-13.00%

Shares10.4K

Event2026-03-31

Filed2026-04-14

DTE

DTE ENERGY CO

2.99%

Shares3.1K

Event2026-03-31

Filed2026-04-14

DIA

STATE STR SPDR DOW JONES IND

-7.38%

Shares967

Event2026-03-31

Filed2026-04-14

SPTM

SPDR SERIES TRUST

-1.63%

Shares5.7K

Event2026-03-31

Filed2026-04-14

IXUS

ISHARES TR

11.86%

Shares5.2K

Event2026-03-31

Filed2026-04-14

ZAUG

INNOVATOR ETFS TRUST

0.00%

Shares16.6K

Event2026-03-31

Filed2026-04-14

AEE

AMEREN CORP

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-14

BAUG

INNOVATOR ETFS TRUST

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-14

BDEC

INNOVATOR ETFS TRUST

0.00%

Shares9.0K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

5.72%

Shares2.2K

Event2026-03-31

Filed2026-04-14

FNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-14

DTM

DT MIDSTREAM INC

0.44%

Shares2.8K

Event2026-03-31

Filed2026-04-14

QUAL

ISHARES TR

9.57%

Shares1.8K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

-9.35%

Shares2.0K

Event2026-03-31

Filed2026-04-14

CMS

CMS ENERGY CORP

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-14

ECL

ECOLAB INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-14

CVX

CHEVRON CORPORATION

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-14

ADP

AUTOMATIC DATA PROCESSING IN

-5.80%

Shares1.6K

Event2026-03-31

Filed2026-04-14

LLY

ELI LILLY & CO

7.67%

Shares351

Event2026-03-31

Filed2026-04-14

IWD

ISHARES TR

-4.78%

Shares1.5K

Event2026-03-31

Filed2026-04-14

BARRICK MNG CORP

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-14

VKTX

VIKING THERAPEUTICS INC

0.00%

Shares9.6K

Event2026-03-31

Filed2026-04-14

WMT

WALMART INC

8.28%

Shares2.4K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

0.00%

Shares506

Event2026-03-31

Filed2026-04-14

JAJL

INNOVATOR ETFS TRUST

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-14

GOLDMAN SACHS GROUP INC

0.00%

Shares350

Event2026-03-31

Filed2026-04-14

BJAN

INNOVATOR ETFS TRUST

10.10%

Shares5.5K

Event2026-03-31

Filed2026-04-14

SDY

SPDR SERIES TRUST

-9.34%

Shares1.9K

Event2026-03-31

Filed2026-04-14

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares621

Event2026-03-31

Filed2026-04-14

MDLZ

MONDELEZ INTL INC

-2.13%

Shares4.6K

Event2026-03-31

Filed2026-04-14

DDFL

INNOVATOR ETFS TRUST

0.00%

Shares12.6K

Event2026-03-31

Filed2026-04-14

AMT

AMERICAN TOWER CORP

-25.00%

Shares1.4K

Event2026-03-31

Filed2026-04-14

ABT

ABBOTT LABORATORIES

3.57%

Shares2.3K

Event2026-03-31

Filed2026-04-14

PHO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-14

BNOV

INNOVATOR ETFS TRUST

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-14

VTV

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-14

VMC

VULCAN MATLS CO

-11.11%

Shares800

Event2026-03-31

Filed2026-04-14

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares998

Event2026-03-31

Filed2026-04-14

UTG

REAVES UTIL INCOME FD

New

Shares5.3K

Event2026-03-31

Filed2026-04-14

SILJ

AMPLIFY ETF TR

New

Shares7.0K

Event2026-03-31

Filed2026-04-14

BAC

BANK AMERICA CORP

-24.41%

Shares4.2K

Event2026-03-31

Filed2026-04-14

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-14

IFEB

INNOVATOR ETFS TRUST

New

Shares6.8K

Event2026-03-31

Filed2026-04-14

COLD

AMERICOLD REALTY TRUST INC

0.91%

Shares17.2K

Event2026-03-31

Filed2026-04-14

NOK

NOKIA CORP

-0.21%

Shares18.0K

Event2026-03-31

Filed2026-04-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available