The Analysis of Platform Technology Partners's Holdings & P&L


Currently, Platform Technology Partners holds 343 types of securities in its portfolio with a total value $518.4M. In the most recent quarter, they have increased their positions in JMEE (+54.7K shares, valued at $3.7M), NVDA (+13.5K shares, valued at $2.3M), IVV (+3.3K shares, valued at $2.2M); decreased their positions in SPY (-1.1K shares, valued at $712.1K), N/A (-2.4K shares, valued at $468.3K), PCT (-49.8K shares, valued at $258.5K); initiated new positions in JMEE (+54.7K shares, valued at $3.7M), SGOV (+14.5K shares, valued at $1.5M), OPER (+10.2K shares, valued at $1.0M).


1M P&L
+11.2M+2.41%
3M P&L
-19.8M-3.98%
HY P&L
-10.0M-2.05%

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/A148.8M
33.4%
2Consumer Electronics38.2M
8.6%
3Semiconductors26.1M
5.9%

Top Industries by Stock Count

1N/A90 stocks
29.1%
2Banks - Regional11 stocks
3.6%
3Drug Manufacturers - General10 stocks
3.2%
Stock Holdings
AAPL
APPLE INC
5.13%
Shares150.5K
Event2026-03-31
Filed2026-04-27
NVDA
NVIDIA CORPORATION
11.48%
Shares130.7K
Event2026-03-31
Filed2026-04-27
MSFT
MICROSOFT CORP
10.14%
Shares42.6K
Event2026-03-31
Filed2026-04-27
AMZN
AMAZON COM INC
10.14%
Shares68.6K
Event2026-03-31
Filed2026-04-27
EVSD
MORGAN STANLEY ETF TRUST
4.34%
Shares260.2K
Event2026-03-31
Filed2026-04-27
FTRB
FEDERATED HERMES ETF TRUST
5.37%
Shares480.9K
Event2026-03-31
Filed2026-04-27
SCHD
SCHWAB STRATEGIC TR
8.82%
Shares381.6K
Event2026-03-31
Filed2026-04-27
IVV
ISHARES TR
26.93%
Shares15.6K
Event2026-03-31
Filed2026-04-27
JPM
JPMORGAN CHASE & CO
7.52%
Shares31.3K
Event2026-03-31
Filed2026-04-27
ALPHABET INC
ALPHABET INC
9.89%
Shares29.3K
Event2026-03-31
Filed2026-04-27
SERIES PORTFOLIOS TR
SERIES PORTFOLIOS TR
1.34%
Shares279.6K
Event2026-03-31
Filed2026-04-27
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
5.52%
Shares16.4K
Event2026-03-31
Filed2026-04-27
META
META PLATFORMS INC
11.82%
Shares13.4K
Event2026-03-31
Filed2026-04-27
ALPHABET INC
ALPHABET INC
9.24%
Shares25.6K
Event2026-03-31
Filed2026-04-27
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
3.93%
Shares64.9K
Event2026-03-31
Filed2026-04-27
DFAS
DIMENSIONAL ETF TRUST
6.58%
Shares100.0K
Event2026-03-31
Filed2026-04-27
TSLA
TESLA INC
19.77%
Shares19.0K
Event2026-03-31
Filed2026-04-27
JNJ
JOHNSON & JOHNSON
9.13%
Shares25.5K
Event2026-03-31
Filed2026-04-27
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-2.10%
Shares10.4K
Event2026-03-31
Filed2026-04-27
VUG
VANGUARD INDEX FDS
6.07%
Shares12.9K
Event2026-03-31
Filed2026-04-27
CVX
CHEVRON CORPORATION
0.82%
Shares26.6K
Event2026-03-31
Filed2026-04-27
RTX
RTX CORPORATION
3.79%
Shares26.6K
Event2026-03-31
Filed2026-04-27
GLD
SPDR GOLD TR
13.16%
Shares11.6K
Event2026-03-31
Filed2026-04-27
GS
GOLDMAN SACHS GROUP INC
5.19%
Shares5.8K
Event2026-03-31
Filed2026-04-27
SPY
STATE STR SPDR S&P 500 ETF T
-13.27%
Shares7.2K
Event2026-03-31
Filed2026-04-27
LAM RESEARCH CORP
LAM RESEARCH CORP
1.02%
Shares21.5K
Event2026-03-31
Filed2026-04-27
BLACKSTONE INC
BLACKSTONE INC
52.21%
Shares38.0K
Event2026-03-31
Filed2026-04-27
V
VISA INC
6.61%
Shares13.7K
Event2026-03-31
Filed2026-04-27
NEE
NEXTERA ENERGY INC
2.03%
Shares41.9K
Event2026-03-31
Filed2026-04-27
COST
COSTCO WHOLESALE CORPORATION
7.55%
Shares3.8K
Event2026-03-31
Filed2026-04-27
HGER
HARBOR ETF TRUST
13.96%
Shares121.0K
Event2026-03-31
Filed2026-04-27
JMEE
J P MORGAN EXCHANGE TRADED F
New
Shares54.7K
Event2026-03-31
Filed2026-04-27
HD
HOME DEPOT INC
9.21%
Shares10.3K
Event2026-03-31
Filed2026-04-27
BA
BOEING CO
3.14%
Shares16.9K
Event2026-03-31
Filed2026-04-27
CB
CHUBB LTD SWITZ
3.30%
Shares10.2K
Event2026-03-31
Filed2026-04-27
WMB
WILLIAMS COS INC
1.34%
Shares45.8K
Event2026-03-31
Filed2026-04-27
PEP
PEPSICO INC
8.59%
Shares21.2K
Event2026-03-31
Filed2026-04-27
WMT
WALMART INC
9.32%
Shares26.4K
Event2026-03-31
Filed2026-04-27
PLD
PROLOGIS INC.
2.72%
Shares24.7K
Event2026-03-31
Filed2026-04-27
VYM
VANGUARD WHITEHALL FDS
0.00%
Shares21.9K
Event2026-03-31
Filed2026-04-27
MCD
MCDONALDS CORP
9.99%
Shares10.0K
Event2026-03-31
Filed2026-04-27
PG
PROCTER & GAMBLE CO
15.46%
Shares20.8K
Event2026-03-31
Filed2026-04-27
AMGN
AMGEN INC
7.75%
Shares8.4K
Event2026-03-31
Filed2026-04-27
PFF
ISHARES TR
0.00%
Shares96.5K
Event2026-03-31
Filed2026-04-27
XOM
EXXON MOBIL CORP
8.97%
Shares17.2K
Event2026-03-31
Filed2026-04-27
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
3.40%
Shares21.2K
Event2026-03-31
Filed2026-04-27
LMT
LOCKHEED MARTIN CORP
3.53%
Shares4.5K
Event2026-03-31
Filed2026-04-27
SBUX
STARBUCKS CORP
17.72%
Shares29.5K
Event2026-03-31
Filed2026-04-27
COP
CONOCOPHILLIPS
13.71%
Shares19.9K
Event2026-03-31
Filed2026-04-27
UNP
UNION PAC CORP
3.93%
Shares10.2K
Event2026-03-31
Filed2026-04-27
LLY
ELI LILLY & CO
4.77%
Shares2.6K
Event2026-03-31
Filed2026-04-27
ABBV
ABBVIE INC
6.90%
Shares10.8K
Event2026-03-31
Filed2026-04-27
APD
AIR PRODUCTS AND CHEMICALS I
19.88%
Shares8.1K
Event2026-03-31
Filed2026-04-27
SPHQ
INVESCO EXCHANGE TRADED FD T
5.71%
Shares30.5K
Event2026-03-31
Filed2026-04-27
MEDTRONIC PLC
MEDTRONIC PLC
5.77%
Shares26.3K
Event2026-03-31
Filed2026-04-27
INVESCO QQQ TR
INVESCO QQQ TR
-5.78%
Shares3.9K
Event2026-03-31
Filed2026-04-27
RDVY
FIRST TR EXCHANGE TRADED FD
13.06%
Shares31.7K
Event2026-03-31
Filed2026-04-27
VEA
VANGUARD TAX-MANAGED FDS
4.13%
Shares33.7K
Event2026-03-31
Filed2026-04-27
TY
TRI CONTL CORP
0.00%
Shares67.0K
Event2026-03-31
Filed2026-04-27
IHDG
WISDOMTREE TR
15.83%
Shares43.8K
Event2026-03-31
Filed2026-04-27
DLR
DIGITAL RLTY TR INC
6.85%
Shares10.9K
Event2026-03-31
Filed2026-04-27
SPGI
S&P GLOBAL INC
8.37%
Shares4.6K
Event2026-03-31
Filed2026-04-27
CL
COLGATE PALMOLIVE CO
11.99%
Shares22.6K
Event2026-03-31
Filed2026-04-27
CAAA
FIRST TR EXCHANGE-TRADED FD
58.31%
Shares94.3K
Event2026-03-31
Filed2026-04-27
FSIG
FIRST TR EXCHANGE-TRADED FD
-8.09%
Shares99.6K
Event2026-03-31
Filed2026-04-27
UNH
UNITEDHEALTH GROUP INC
29.03%
Shares6.9K
Event2026-03-31
Filed2026-04-27
TAFI
AB ACTIVE ETFS INC
0.00%
Shares73.7K
Event2026-03-31
Filed2026-04-27
NMZ
NUVEEN MUN HIGH INCOME OPPOR
6.13%
Shares173.2K
Event2026-03-31
Filed2026-04-27
VZ
VERIZON COMMUNICATIONS INC
-5.20%
Shares35.8K
Event2026-03-31
Filed2026-04-27
CAT
CATERPILLAR INC
12.36%
Shares2.5K
Event2026-03-31
Filed2026-04-27
ABFL
ABACUS FCF ETF TR
-5.96%
Shares24.6K
Event2026-03-31
Filed2026-04-27
BROADCOM INC
BROADCOM INC
59.94%
Shares5.6K
Event2026-03-31
Filed2026-04-27
MERCK & CO INC
MERCK & CO INC
15.58%
Shares14.4K
Event2026-03-31
Filed2026-04-27
IBM
INTERNATIONAL BUSINESS MACHS
2.16%
Shares7.0K
Event2026-03-31
Filed2026-04-27
MA
MASTERCARD INCORPORATED
12.52%
Shares3.4K
Event2026-03-31
Filed2026-04-27
XLE
SELECT SECTOR SPDR TR
22.29%
Shares27.4K
Event2026-03-31
Filed2026-04-27
IBIT
ISHARES BITCOIN TRUST ETF
37.72%
Shares43.6K
Event2026-03-31
Filed2026-04-27
D
DOMINION ENERGY INC
5.50%
Shares26.8K
Event2026-03-31
Filed2026-04-27
NKE
NIKE INC
11.22%
Shares31.0K
Event2026-03-31
Filed2026-04-27
VO
VANGUARD INDEX FDS
6.79%
Shares5.4K
Event2026-03-31
Filed2026-04-27
EPD
ENTERPRISE PRODS PARTNERS L
-3.55%
Shares40.5K
Event2026-03-31
Filed2026-04-27
ORCL
ORACLE CORP
0.79%
Shares10.2K
Event2026-03-31
Filed2026-04-27
TJX
TJX COS INC NEW
11.85%
Shares9.2K
Event2026-03-31
Filed2026-04-27
SGOV
ISHARES TR
New
Shares14.5K
Event2026-03-31
Filed2026-04-27
PM
PHILIP MORRIS INTL INC
10.23%
Shares8.8K
Event2026-03-31
Filed2026-04-27
DES
WISDOMTREE TR
0.00%
Shares39.8K
Event2026-03-31
Filed2026-04-27
GEV
GE VERNOVA INC
5.89%
Shares1.6K
Event2026-03-31
Filed2026-04-27
NFLX
NETFLIX INC.
8.09%
Shares14.5K
Event2026-03-31
Filed2026-04-27
PLTR
PALANTIR TECHNOLOGIES INC
28.16%
Shares9.5K
Event2026-03-31
Filed2026-04-27
CLX
CLOROX CO DEL
36.57%
Shares13.3K
Event2026-03-31
Filed2026-04-27
ET
ENERGY TRANSFER L P
0.86%
Shares69.1K
Event2026-03-31
Filed2026-04-27
BMY
BRISTOL-MYERS SQUIBB CO
6.39%
Shares21.5K
Event2026-03-31
Filed2026-04-27
DVY
ISHARES TR
15.25%
Shares8.6K
Event2026-03-31
Filed2026-04-27
VTV
VANGUARD INDEX FDS
0.15%
Shares6.5K
Event2026-03-31
Filed2026-04-27
FPEI
FIRST TR EXCH TRADED FD III
3.03%
Shares66.5K
Event2026-03-31
Filed2026-04-27
XLU
SELECT SECTOR SPDR TR
17.54%
Shares27.5K
Event2026-03-31
Filed2026-04-27
COF
CAPITAL ONE FINL CORP
12.76%
Shares6.8K
Event2026-03-31
Filed2026-04-27
HON
HONEYWELL INTL INC
9.77%
Shares5.4K
Event2026-03-31
Filed2026-04-27
DLN
WISDOMTREE TR
0.00%
Shares13.6K
Event2026-03-31
Filed2026-04-27
STZ
CONSTELLATION BRANDS INC
23.12%
Shares8.1K
Event2026-03-31
Filed2026-04-27
SHY
ISHARES TR
-9.08%
Shares14.6K
Event2026-03-31
Filed2026-04-27
IWM
ISHARES TR
38.91%
Shares4.6K
Event2026-03-31
Filed2026-04-27
AXP
AMERICAN EXPRESS CO
9.21%
Shares3.7K
Event2026-03-31
Filed2026-04-27
ED
CONSOLIDATED EDISON INC
14.96%
Shares9.8K
Event2026-03-31
Filed2026-04-27
TMO
THERMO FISHER SCIENTIFIC INC
-0.85%
Shares2.2K
Event2026-03-31
Filed2026-04-27
CSCO
CISCO SYS INC
12.40%
Shares13.9K
Event2026-03-31
Filed2026-04-27
BAC
BANK AMERICA CORP
24.54%
Shares21.8K
Event2026-03-31
Filed2026-04-27
XLV
SELECT SECTOR SPDR TR
41.11%
Shares7.2K
Event2026-03-31
Filed2026-04-27
WFC
WELLS FARGO & CO
12.50%
Shares13.0K
Event2026-03-31
Filed2026-04-27
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-31.10%
Shares5.4K
Event2026-03-31
Filed2026-04-27
NOBL
PROSHARES TR
0.03%
Shares9.8K
Event2026-03-31
Filed2026-04-27
OPER
ETF SER SOLUTIONS
New
Shares10.2K
Event2026-03-31
Filed2026-04-27
JEPI
J P MORGAN EXCHANGE TRADED F
32.22%
Shares18.0K
Event2026-03-31
Filed2026-04-27
TT
TRANE TECHNOLOGIES PLC
8.14%
Shares2.4K
Event2026-03-31
Filed2026-04-27
FIW
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares9.5K
Event2026-03-31
Filed2026-04-27
HYFI
AB ACTIVE ETFS INC
-19.12%
Shares24.4K
Event2026-03-31
Filed2026-04-27
FMHI
FIRST TR EXCH TRADED FD III
0.03%
Shares19.1K
Event2026-03-31
Filed2026-04-27
DON
WISDOMTREE TR
0.00%
Shares17.3K
Event2026-03-31
Filed2026-04-27
VWO
VANGUARD INTL EQUITY INDEX F
8.84%
Shares16.4K
Event2026-03-31
Filed2026-04-27
IWF
ISHARES TR
37.99%
Shares2.1K
Event2026-03-31
Filed2026-04-27
ZTS
ZOETIS INC
53.90%
Shares7.1K
Event2026-03-31
Filed2026-04-27
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
-11.88%
Shares134.8K
Event2026-03-31
Filed2026-04-27
AIPO
TIDAL TRUST II
2.69%
Shares32.4K
Event2026-03-31
Filed2026-04-27
OKE
ONEOK INC NEW
2.87%
Shares8.9K
Event2026-03-31
Filed2026-04-27
PCT
PURECYCLE TECHNOLOGIES INC
-24.36%
Shares154.6K
Event2026-03-31
Filed2026-04-27
ARTY
ISHARES TR
33.01%
Shares16.7K
Event2026-03-31
Filed2026-04-27
VTI
VANGUARD INDEX FDS
11.48%
Shares2.4K
Event2026-03-31
Filed2026-04-27
ETHA
ISHARES ETHEREUM TR
0.84%
Shares48.3K
Event2026-03-31
Filed2026-04-27
SCHW
SCHWAB CHARLES CORP
15.80%
Shares8.1K
Event2026-03-31
Filed2026-04-27
AEP
AMERICAN ELEC PWR CO INC
12.10%
Shares5.8K
Event2026-03-31
Filed2026-04-27
T
AT&T INC
14.47%
Shares25.5K
Event2026-03-31
Filed2026-04-27
BKNG
BOOKING HOLDINGS INC
29.85%
Shares174
Event2026-03-31
Filed2026-04-27
TXN
TEXAS INSTRS INC
17.15%
Shares3.8K
Event2026-03-31
Filed2026-04-27
DIS
DISNEY WALT CO
14.66%
Shares7.3K
Event2026-03-31
Filed2026-04-27
GE AEROSPACE
GE AEROSPACE
11.36%
Shares2.5K
Event2026-03-31
Filed2026-04-27
KO
COCA COLA CO
14.80%
Shares9.3K
Event2026-03-31
Filed2026-04-27
XLK
SELECT SECTOR SPDR TR
-0.11%
Shares5.3K
Event2026-03-31
Filed2026-04-27
ABT
ABBOTT LABORATORIES
-5.21%
Shares6.7K
Event2026-03-31
Filed2026-04-27
EATON CORP PLC
EATON CORP PLC
10.81%
Shares1.9K
Event2026-03-31
Filed2026-04-27
TSLX
SIXTH STREET SPECIALTY LENDI
5.81%
Shares36.4K
Event2026-03-31
Filed2026-04-27
SDVY
FIRST TR EXCHANGE TRADED FD
5.03%
Shares16.5K
Event2026-03-31
Filed2026-04-27
VRTX
VERTEX PHARMACEUTICALS INC
11.04%
Shares1.4K
Event2026-03-31
Filed2026-04-27
PFE
PFIZER INC
-2.55%
Shares23.0K
Event2026-03-31
Filed2026-04-27
BIV
VANGUARD BD INDEX FDS
-16.18%
Shares8.3K
Event2026-03-31
Filed2026-04-27
AMAT
APPLIED MATLS INC
-7.72%
Shares1.9K
Event2026-03-31
Filed2026-04-27
IWD
ISHARES TR
32.63%
Shares3.0K
Event2026-03-31
Filed2026-04-27
CRWV
COREWEAVE INC
6.02%
Shares8.1K
Event2026-03-31
Filed2026-04-27
BXSL
BLACKSTONE SECD LENDING FD
20.92%
Shares26.1K
Event2026-03-31
Filed2026-04-27
VB
VANGUARD INDEX FDS
3.96%
Shares2.3K
Event2026-03-31
Filed2026-04-27
IWO
ISHARES TR
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-27
YUM
YUM BRANDS INC
-0.18%
Shares3.9K
Event2026-03-31
Filed2026-04-27
IXN
ISHARES TR
New
Shares6.0K
Event2026-03-31
Filed2026-04-27
BIL
SPDR SERIES TRUST
New
Shares6.6K
Event2026-03-31
Filed2026-04-27
VRT
VERTIV HOLDINGS CO
-17.25%
Shares2.4K
Event2026-03-31
Filed2026-04-27
PNC
PNC FINL SVCS GROUP INC
23.72%
Shares2.9K
Event2026-03-31
Filed2026-04-27
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
-3.03%
Shares7.2K
Event2026-03-31
Filed2026-04-27
JGRO
J P MORGAN EXCHANGE TRADED F
0.00%
Shares6.5K
Event2026-03-31
Filed2026-04-27
APH
AMPHENOL CORP
-13.20%
Shares4.2K
Event2026-03-31
Filed2026-04-27
MDY
STATE STR SPDR S&P MIDCAP 40
0.00%
Shares841
Event2026-03-31
Filed2026-04-27
MGK
VANGUARD WORLD FD
1.44%
Shares1.4K
Event2026-03-31
Filed2026-04-27
IJH
ISHARES TR
6.19%
Shares7.6K
Event2026-03-31
Filed2026-04-27
XLP
SELECT SECTOR SPDR TR
-18.61%
Shares6.2K
Event2026-03-31
Filed2026-04-27
CSX
CSX CORP
3.03%
Shares12.5K
Event2026-03-31
Filed2026-04-27
CMI
CUMMINS INC
24.97%
Shares946
Event2026-03-31
Filed2026-04-27
ORLY
OREILLY AUTOMOTIVE INC
49.94%
Shares5.3K
Event2026-03-31
Filed2026-04-27
AKAM
AKAMAI TECHNOLOGIES INC
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-27
UPS
UNITED PARCEL SVCS INC
4.91%
Shares4.9K
Event2026-03-31
Filed2026-04-27
EXC
EXELON CORP
17.49%
Shares9.6K
Event2026-03-31
Filed2026-04-27
ETR
ENTERGY CORP NEW
1.19%
Shares4.2K
Event2026-03-31
Filed2026-04-27
CRM
SALESFORCE INC
5.38%
Shares2.5K
Event2026-03-31
Filed2026-04-27
WAB
WABTEC
-4.44%
Shares1.8K
Event2026-03-31
Filed2026-04-27
ISRG
INTUITIVE SURGICAL INC
21.27%
Shares992
Event2026-03-31
Filed2026-04-27
GILD
GILEAD SCIENCES INC
22.03%
Shares3.3K
Event2026-03-31
Filed2026-04-27
NVS
NOVARTIS AG
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-27
ON
ON SEMICONDUCTOR CORP
-0.24%
Shares7.3K
Event2026-03-31
Filed2026-04-27
TGT
TARGET CORP
3.39%
Shares3.7K
Event2026-03-31
Filed2026-04-27
CITIGROUP INC
CITIGROUP INC
97.31%
Shares3.9K
Event2026-03-31
Filed2026-04-27
CVS
CVS HEALTH CORP
47.10%
Shares6.1K
Event2026-03-31
Filed2026-04-27
BLACKROCK INC
BLACKROCK INC
-1.34%
Shares441
Event2026-03-31
Filed2026-04-27
SHOP
SHOPIFY INC
-6.06%
Shares3.5K
Event2026-03-31
Filed2026-04-27
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-0.32%
Shares1.2K
Event2026-03-31
Filed2026-04-27
CPER
UNITED STS COMMODITY INDEX F
85.98%
Shares12.1K
Event2026-03-31
Filed2026-04-27
MO
ALTRIA GROUP INC
-26.89%
Shares6.2K
Event2026-03-31
Filed2026-04-27
ORI
OLD REP INTL CORP
32.77%
Shares10.1K
Event2026-03-31
Filed2026-04-27
IQLT
ISHARES TR
0.00%
Shares8.6K
Event2026-03-31
Filed2026-04-27
FMNY
FIRST TR EXCH TRADED FD III
33.03%
Shares14.9K
Event2026-03-31
Filed2026-04-27
MPC
MARATHON PETE CORP
15.91%
Shares1.6K
Event2026-03-31
Filed2026-04-27
HYMB
SPDR SERIES TRUST
0.00%
Shares15.3K
Event2026-03-31
Filed2026-04-27
SO
SOUTHERN CO
21.92%
Shares3.9K
Event2026-03-31
Filed2026-04-27
KKR & CO INC
KKR & CO INC
32.77%
Shares4.0K
Event2026-03-31
Filed2026-04-27
MU
MICRON TECHNOLOGY INC
New
Shares1.1K
Event2026-03-31
Filed2026-04-27
AMD
ADVANCED MICRO DEVICES INC
28.29%
Shares1.8K
Event2026-03-31
Filed2026-04-27
SHW
SHERWIN WILLIAMS CO
New
Shares1.1K
Event2026-03-31
Filed2026-04-27
FBTC
FIDELITY WISE ORIGIN BITCOIN
21.05%
Shares6.2K
Event2026-03-31
Filed2026-04-27
MDLZ
MONDELEZ INTL INC
37.16%
Shares6.3K
Event2026-03-31
Filed2026-04-27
SLV
ISHARES SILVER TR
New
Shares5.3K
Event2026-03-31
Filed2026-04-27
LMBS
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares7.2K
Event2026-03-31
Filed2026-04-27
PREF
PRINCIPAL EXCHANGE TRADED FD
0.00%
Shares19.0K
Event2026-03-31
Filed2026-04-27
CEG
CONSTELLATION ENERGY CORP
-9.12%
Shares1.3K
Event2026-03-31
Filed2026-04-27
TFC
TRUIST FINL CORP
21.52%
Shares7.7K
Event2026-03-31
Filed2026-04-27
CRWD
CROWDSTRIKE HLDGS INC
80.20%
Shares901
Event2026-03-31
Filed2026-04-27
BND
VANGUARD BD INDEX FDS
New
Shares4.7K
Event2026-03-31
Filed2026-04-27
DHR
DANAHER CORP DEL
58.03%
Shares1.8K
Event2026-03-31
Filed2026-04-27
BKH
BLACK HILLS CORP
0.00%
Shares4.9K
Event2026-03-31
Filed2026-04-27
XLI
SELECT SECTOR SPDR TR
New
Shares2.1K
Event2026-03-31
Filed2026-04-27
THE CIGNA GROUP
THE CIGNA GROUP
New
Shares1.3K
Event2026-03-31
Filed2026-04-27
SOUTHSTATE BK CORP
SOUTHSTATE BK CORP
New
Shares3.6K
Event2026-03-31
Filed2026-04-27
PPG
PPG INDS INC
New
Shares3.1K
Event2026-03-31
Filed2026-04-27
VNQ
VANGUARD INDEX FDS
-6.94%
Shares3.8K
Event2026-03-31
Filed2026-04-27
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
New
Shares970
Event2026-03-31
Filed2026-04-27
ADP
AUTOMATIC DATA PROCESSING IN
1.90%
Shares1.6K
Event2026-03-31
Filed2026-04-27
KMI
KINDER MORGAN INC DEL
7.42%
Shares9.8K
Event2026-03-31
Filed2026-04-27
NSC
NORFOLK SOUTHN CORP
-2.81%
Shares1.1K
Event2026-03-31
Filed2026-04-27
VYMI
VANGUARD WHITEHALL FDS
New
Shares3.5K
Event2026-03-31
Filed2026-04-27
MNST
MONSTER BEVERAGE CORP NEW
New
Shares4.5K
Event2026-03-31
Filed2026-04-27
KHC
KRAFT HEINZ CO
New
Shares14.5K
Event2026-03-31
Filed2026-04-27
TMUS
T-MOBILE US INC
44.45%
Shares1.6K
Event2026-03-31
Filed2026-04-27
CRMT
AMERICAS CAR-MART INC
24.51%
Shares25.4K
Event2026-03-31
Filed2026-04-27
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-21.70%
Shares1.6K
Event2026-03-31
Filed2026-04-27
ILMN
ILLUMINA INC
16.80%
Shares2.6K
Event2026-03-31
Filed2026-04-27
ITA
ISHARES TR
-1.63%
Shares1.4K
Event2026-03-31
Filed2026-04-27
ABNB
AIRBNB INC
New
Shares2.5K
Event2026-03-31
Filed2026-04-27
SPYM
SPDR SERIES TRUST
-3.73%
Shares4.1K
Event2026-03-31
Filed2026-04-27
SPG
SIMON PPTY GROUP INC NEW
0.66%
Shares1.7K
Event2026-03-31
Filed2026-04-27
TSAT
TELESAT CORP
0.00%
Shares8.6K
Event2026-03-31
Filed2026-04-27
HBAN
HUNTINGTON BANCSHARES INC
New
Shares19.8K
Event2026-03-31
Filed2026-04-27
RF
REGIONS FINANCIAL CORP NEW
New
Shares11.8K
Event2026-03-31
Filed2026-04-27
ABCB
AMERIS BANCORP
New
Shares3.9K
Event2026-03-31
Filed2026-04-27
HDB
HDFC BANK LTD
1.74%
Shares12.0K
Event2026-03-31
Filed2026-04-27
EQR
EQUITY RESIDENTIAL
-5.85%
Shares5.0K
Event2026-03-31
Filed2026-04-27
LNG
CHENIERE ENERGY INC
New
Shares1.0K
Event2026-03-31
Filed2026-04-27
NVO
NOVO-NORDISK A S
0.00%
Shares7.9K
Event2026-03-31
Filed2026-04-27
CALF
PACER FDS TR
0.00%
Shares6.4K
Event2026-03-31
Filed2026-04-27
SMH
VANECK ETF TRUST
0.00%
Shares747
Event2026-03-31
Filed2026-04-27
ADBE
ADOBE INC
89.84%
Shares1.2K
Event2026-03-31
Filed2026-04-27
CLH
CLEAN HARBORS INC
New
Shares989
Event2026-03-31
Filed2026-04-27
ENB
ENBRIDGE INC
-0.13%
Shares5.2K
Event2026-03-31
Filed2026-04-27
CDNS
CADENCE DESIGN SYSTEM INC
52.77%
Shares1.0K
Event2026-03-31
Filed2026-04-27
QCOM
QUALCOMM INC
New
Shares2.2K
Event2026-03-31
Filed2026-04-27
TDIV
FIRST TR EXCHANGE TRADED FD
5.45%
Shares3.0K
Event2026-03-31
Filed2026-04-27
ROST
ROSS STORES INC
New
Shares1.3K
Event2026-03-31
Filed2026-04-27
CAH
CARDINAL HEALTH INC
New
Shares1.3K
Event2026-03-31
Filed2026-04-27
IVW
ISHARES TR
19.17%
Shares2.4K
Event2026-03-31
Filed2026-04-27
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
7.95%
Shares2.8K
Event2026-03-31
Filed2026-04-27
SYK
STRYKER CORPORATION
8.32%
Shares833
Event2026-03-31
Filed2026-04-27
LAMR
LAMAR ADVERTISING CO
New
Shares2.2K
Event2026-03-31
Filed2026-04-27
CMCSA
COMCAST CORP NEW
New
Shares9.4K
Event2026-03-31
Filed2026-04-27
MSI
MOTOROLA SOLUTIONS INC
New
Shares616
Event2026-03-31
Filed2026-04-27
GEN DIGITAL INC
GEN DIGITAL INC
11.75%
Shares14.1K
Event2026-03-31
Filed2026-04-27
NOW
SERVICENOW INC
New
Shares2.5K
Event2026-03-31
Filed2026-04-27
SWKS
SKYWORKS SOLUTIONS INC
New
Shares5.0K
Event2026-03-31
Filed2026-04-27
TXG
10X GENOMICS INC
New
Shares12.5K
Event2026-03-31
Filed2026-04-27
USB
US BANCORP
New
Shares5.1K
Event2026-03-31
Filed2026-04-27
ESS
ESSEX PPTY TR INC
New
Shares1.1K
Event2026-03-31
Filed2026-04-27
CF
CF INDUSTRIES HOLD
New
Shares2.0K
Event2026-03-31
Filed2026-04-27
NU
NU HLDGS LTD
0.00%
Shares18.0K
Event2026-03-31
Filed2026-04-27
AMP
AMERIPRISE FINL INC
19.26%
Shares582
Event2026-03-31
Filed2026-04-27
FNGR
FINGERMOTION INC
54.90%
Shares259.6K
Event2026-03-31
Filed2026-04-27
PRU
PRUDENTIAL FINL INC
36.43%
Shares2.6K
Event2026-03-31
Filed2026-04-27
RCL
ROYAL CARIBBEAN GROUP
New
Shares936
Event2026-03-31
Filed2026-04-27
MAA
MID-AMER APT CMNTYS INC
New
Shares2.1K
Event2026-03-31
Filed2026-04-27
USRT
ISHARES TR
New
Shares4.3K
Event2026-03-31
Filed2026-04-27
IBB
ISHARES TR
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-27
IEMG
ISHARES INC
New
Shares3.6K
Event2026-03-31
Filed2026-04-27
DLTR
DOLLAR TREE INC
New
Shares2.2K
Event2026-03-31
Filed2026-04-27
INTC
INTEL CORP
-2.09%
Shares5.6K
Event2026-03-31
Filed2026-04-27
KR
KROGER CO
New
Shares3.4K
Event2026-03-31
Filed2026-04-27
BK
BANK NEW YORK MELLON CORP
New
Shares2.1K
Event2026-03-31
Filed2026-04-27
NUE
NUCOR CORP
New
Shares1.5K
Event2026-03-31
Filed2026-04-27
INGR
INGREDION INC
New
Shares2.2K
Event2026-03-31
Filed2026-04-27
IEFA
ISHARES TR
New
Shares2.7K
Event2026-03-31
Filed2026-04-27
EW
EDWARDS LIFESCIENCES CORP
New
Shares3.0K
Event2026-03-31
Filed2026-04-27
DRVN
DRIVEN BRANDS HLDGS INC
0.00%
Shares19.0K
Event2026-03-31
Filed2026-04-27
IYR
ISHARES TR
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-27
PAGP
PLAINS GP HLDGS L P
New
Shares9.8K
Event2026-03-31
Filed2026-04-27
IQV
IQVIA HLDGS INC
33.59%
Shares1.4K
Event2026-03-31
Filed2026-04-27
UNILEVER PLC
UNILEVER PLC
-2.06%
Shares4.2K
Event2026-03-31
Filed2026-04-27
VFH
VANGUARD WORLD FD
New
Shares1.9K
Event2026-03-31
Filed2026-04-27
EIX
EDISON INTL
New
Shares3.2K
Event2026-03-31
Filed2026-04-27
MYN
BLACKROCK MUNIYIELD N Y QUAL
New
Shares24.2K
Event2026-03-31
Filed2026-04-27
CTAS
CINTAS CORP
New
Shares1.4K
Event2026-03-31
Filed2026-04-27
ASML
ASML HLDG NV
New
Shares175
Event2026-03-31
Filed2026-04-27
SNPS
SYNOPSYS INC
New
Shares581
Event2026-03-31
Filed2026-04-27
IJR
ISHARES TR
6.10%
Shares1.8K
Event2026-03-31
Filed2026-04-27
DDS
DILLARDS INC
0.00%
Shares400
Event2026-03-31
Filed2026-04-27
MS
MORGAN STANLEY
New
Shares1.4K
Event2026-03-31
Filed2026-04-27
MATCH GROUP INC NEW
MATCH GROUP INC NEW
New
Shares7.4K
Event2026-03-31
Filed2026-04-27
WCC
WESCO INTL INC
New
Shares826
Event2026-03-31
Filed2026-04-27
FCX
FREEPORT MCMORAN INC
New
Shares3.8K
Event2026-03-31
Filed2026-04-27
AMT
AMERICAN TOWER CORP
-0.91%
Shares1.3K
Event2026-03-31
Filed2026-04-27
WBS
WEBSTER FINL CORP
-9.26%
Shares3.2K
Event2026-03-31
Filed2026-04-27
CRUS
CIRRUS LOGIC INC
New
Shares1.5K
Event2026-03-31
Filed2026-04-27
FDX
FEDEX CORP
New
Shares626
Event2026-03-31
Filed2026-04-27
ITW
ILLINOIS TOOL WKS INC
New
Shares855
Event2026-03-31
Filed2026-04-27
AAAU
GOLDMAN SACHS PHYSICAL GOLD
New
Shares4.8K
Event2026-03-31
Filed2026-04-27
GIII
G III APPAREL GROUP LTD
0.00%
Shares8.0K
Event2026-03-31
Filed2026-04-27
AB ACTIVE ETFS INC
AB ACTIVE ETFS INC
New
Shares5.1K
Event2026-03-31
Filed2026-04-27
BIIB
BIOGEN INC
New
Shares1.2K
Event2026-03-31
Filed2026-04-27
MAS
MASCO CORP
New
Shares3.6K
Event2026-03-31
Filed2026-04-27
DELL
DELL TECHNOLOGIES INC
New
Shares1.3K
Event2026-03-31
Filed2026-04-27
ITT INC
ITT INC
New
Shares1.1K
Event2026-03-31
Filed2026-04-27
NWSA
NEWS CORP NEW
New
Shares8.7K
Event2026-03-31
Filed2026-04-27
IRM
IRON MTN INC DEL
New
Shares2.1K
Event2026-03-31
Filed2026-04-27
OHI
OMEGA HEALTHCARE INVS INC
New
Shares4.9K
Event2026-03-31
Filed2026-04-27
CCK
CROWN HLDGS INC
New
Shares2.1K
Event2026-03-31
Filed2026-04-27
FEDERAL RLTY INVT TR NEW
FEDERAL RLTY INVT TR NEW
New
Shares2.0K
Event2026-03-31
Filed2026-04-27
EGP
EASTGROUP PPTYS INC
New
Shares1.1K
Event2026-03-31
Filed2026-04-27
GPC
GENUINE PARTS CO
New
Shares2.0K
Event2026-03-31
Filed2026-04-27
ELV
ELEVANCE HEALTH INC FORMERLY
New
Shares715
Event2026-03-31
Filed2026-04-27
ADSK
AUTODESK INC
New
Shares870
Event2026-03-31
Filed2026-04-27
PGR
PROGRESSIVE CORP
New
Shares1.0K
Event2026-03-31
Filed2026-04-27
RL
RALPH LAUREN CORP
New
Shares597
Event2026-03-31
Filed2026-04-27
SGI
SOMNIGROUP INTERNATIONAL INC
5.93%
Shares2.8K
Event2026-03-31
Filed2026-04-27
WTFC
WINTRUST FINL CORP
New
Shares1.5K
Event2026-03-31
Filed2026-04-27
IFF
INTERNATIONAL FLAVORS&FRAGRA
New
Shares2.8K
Event2026-03-31
Filed2026-04-27
CW
CURTISS WRIGHT CORP
New
Shares300
Event2026-03-31
Filed2026-04-27
KYN
KAYNE ANDERSON ENERGY INFRST
-1.13%
Shares14.2K
Event2026-03-31
Filed2026-04-27
DG
DOLLAR GEN CORP
New
Shares1.7K
Event2026-03-31
Filed2026-04-27
ES
EVERSOURCE ENERGY
New
Shares2.9K
Event2026-03-31
Filed2026-04-27
DT
DYNATRACE INC
New
Shares5.5K
Event2026-03-31
Filed2026-04-27
LHX
L3HARRIS TECHNOLOGIES INC
New
Shares586
Event2026-03-31
Filed2026-04-27
NNN
NNN REIT INC
New
Shares4.8K
Event2026-03-31
Filed2026-04-27
LOW
LOWES COS INC
New
Shares854
Event2026-03-31
Filed2026-04-27
FTNT
FORTINET INC
New
Shares2.5K
Event2026-03-31
Filed2026-04-27
TSN
TYSON FOODS INC
New
Shares3.1K
Event2026-03-31
Filed2026-04-27
EBAY
EBAY INC.
New
Shares2.2K
Event2026-03-31
Filed2026-04-27
FOX
FOX CORP
New
Shares3.8K
Event2026-03-31
Filed2026-04-27
DIA
STATE STR SPDR DOW JONES IND
0.00%
Shares432
Event2026-03-31
Filed2026-04-27
QUANTUM BIOPHARMA LTD
QUANTUM BIOPHARMA LTD
New
Shares41.1K
Event2026-03-31
Filed2026-04-27
CAG
CONAGRA BRANDS INC
New
Shares11.1K
Event2026-03-31
Filed2026-04-27
LYG
LLOYDS BANKING GROUP PLC
-0.45%
Shares33.5K
Event2026-03-31
Filed2026-04-27
WULF
TERAWULF INC
0.77%
Shares10.5K
Event2026-03-31
Filed2026-04-27
F
FORD MTR CO
New
Shares10.8K
Event2026-03-31
Filed2026-04-27
CGEN
COMPUGEN LTD
10.00%
Shares55.0K
Event2026-03-31
Filed2026-04-27
FLO
FLOWERS FOODS INC
New
Shares13.7K
Event2026-03-31
Filed2026-04-27
BZAI
BLAIZE HLDGS INC
0.00%
Shares59.3K
Event2026-03-31
Filed2026-04-27
PUTNAM ETF TRUST
PUTNAM ETF TRUST
-11.05%
Shares10.5K
Event2026-03-31
Filed2026-04-27
ENVX
ENOVIX CORPORATION
0.00%
Shares10.0K
Event2026-03-31
Filed2026-04-27
MLGO
MICROALGO INC
0.00%
Shares14.8K
Event2026-03-31
Filed2026-04-27
LAB
STANDARD BIOTOOLS INC
New
Shares25.0K
Event2026-03-31
Filed2026-04-27
MVST
MICROVAST HOLDINGS INC
0.00%
Shares15.0K
Event2026-03-31
Filed2026-04-27
WIMI HOLOGRAM CLOUD INC
WIMI HOLOGRAM CLOUD INC
0.00%
Shares10.0K
Event2026-03-31
Filed2026-04-27
GERN
GERON CORP
0.00%
Shares10.1K
Event2026-03-31
Filed2026-04-27

Call Option Holdings
DIS Call
DISNEY WALT CO
New
Shares3.0K
Event2026-03-31
Filed2026-04-27

Put Option Holdings
No put option holdings data available
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