Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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AAPL
5.13%APPLE INC
Shares150.5K
Event2026-03-31
Filed2026-04-27
NVDA
11.48%NVIDIA CORPORATION
Shares130.7K
Event2026-03-31
Filed2026-04-27
MSFT
10.14%MICROSOFT CORP
Shares42.6K
Event2026-03-31
Filed2026-04-27
AMZN
10.14%AMAZON COM INC
Shares68.6K
Event2026-03-31
Filed2026-04-27
EVSD
4.34%MORGAN STANLEY ETF TRUST
Shares260.2K
Event2026-03-31
Filed2026-04-27
FTRB
5.37%FEDERATED HERMES ETF TRUST
Shares480.9K
Event2026-03-31
Filed2026-04-27
SCHD
8.82%SCHWAB STRATEGIC TR
Shares381.6K
Event2026-03-31
Filed2026-04-27
IVV
26.93%ISHARES TR
Shares15.6K
Event2026-03-31
Filed2026-04-27
JPM
7.52%JPMORGAN CHASE & CO
Shares31.3K
Event2026-03-31
Filed2026-04-27
ALPHABET INC
9.89%ALPHABET INC
Shares29.3K
Event2026-03-31
Filed2026-04-27
SERIES PORTFOLIOS TR
1.34%SERIES PORTFOLIOS TR
Shares279.6K
Event2026-03-31
Filed2026-04-27
BERKSHIRE HATHAWAY INC DEL
5.52%BERKSHIRE HATHAWAY INC DEL
Shares16.4K
Event2026-03-31
Filed2026-04-27
META
11.82%META PLATFORMS INC
Shares13.4K
Event2026-03-31
Filed2026-04-27
ALPHABET INC
9.24%ALPHABET INC
Shares25.6K
Event2026-03-31
Filed2026-04-27
APOLLO GLOBAL MGMT INC
3.93%APOLLO GLOBAL MGMT INC
Shares64.9K
Event2026-03-31
Filed2026-04-27
DFAS
6.58%DIMENSIONAL ETF TRUST
Shares100.0K
Event2026-03-31
Filed2026-04-27
TSLA
19.77%TESLA INC
Shares19.0K
Event2026-03-31
Filed2026-04-27
JNJ
9.13%JOHNSON & JOHNSON
Shares25.5K
Event2026-03-31
Filed2026-04-27
VANGUARD INDEX FDS
-2.10%VANGUARD INDEX FDS
Shares10.4K
Event2026-03-31
Filed2026-04-27
VUG
6.07%VANGUARD INDEX FDS
Shares12.9K
Event2026-03-31
Filed2026-04-27
CVX
0.82%CHEVRON CORPORATION
Shares26.6K
Event2026-03-31
Filed2026-04-27
RTX
3.79%RTX CORPORATION
Shares26.6K
Event2026-03-31
Filed2026-04-27
GLD
13.16%SPDR GOLD TR
Shares11.6K
Event2026-03-31
Filed2026-04-27
GS
5.19%GOLDMAN SACHS GROUP INC
Shares5.8K
Event2026-03-31
Filed2026-04-27
SPY
-13.27%STATE STR SPDR S&P 500 ETF T
Shares7.2K
Event2026-03-31
Filed2026-04-27
LAM RESEARCH CORP
1.02%LAM RESEARCH CORP
Shares21.5K
Event2026-03-31
Filed2026-04-27
BLACKSTONE INC
52.21%BLACKSTONE INC
Shares38.0K
Event2026-03-31
Filed2026-04-27
V
6.61%VISA INC
Shares13.7K
Event2026-03-31
Filed2026-04-27
NEE
2.03%NEXTERA ENERGY INC
Shares41.9K
Event2026-03-31
Filed2026-04-27
COST
7.55%COSTCO WHOLESALE CORPORATION
Shares3.8K
Event2026-03-31
Filed2026-04-27
HGER
13.96%HARBOR ETF TRUST
Shares121.0K
Event2026-03-31
Filed2026-04-27
JMEE
NewJ P MORGAN EXCHANGE TRADED F
Shares54.7K
Event2026-03-31
Filed2026-04-27
HD
9.21%HOME DEPOT INC
Shares10.3K
Event2026-03-31
Filed2026-04-27
BA
3.14%BOEING CO
Shares16.9K
Event2026-03-31
Filed2026-04-27
CB
3.30%CHUBB LTD SWITZ
Shares10.2K
Event2026-03-31
Filed2026-04-27
WMB
1.34%WILLIAMS COS INC
Shares45.8K
Event2026-03-31
Filed2026-04-27
PEP
8.59%PEPSICO INC
Shares21.2K
Event2026-03-31
Filed2026-04-27
WMT
9.32%WALMART INC
Shares26.4K
Event2026-03-31
Filed2026-04-27
PLD
2.72%PROLOGIS INC.
Shares24.7K
Event2026-03-31
Filed2026-04-27
VYM
0.00%VANGUARD WHITEHALL FDS
Shares21.9K
Event2026-03-31
Filed2026-04-27
MCD
9.99%MCDONALDS CORP
Shares10.0K
Event2026-03-31
Filed2026-04-27
PG
15.46%PROCTER & GAMBLE CO
Shares20.8K
Event2026-03-31
Filed2026-04-27
AMGN
7.75%AMGEN INC
Shares8.4K
Event2026-03-31
Filed2026-04-27
PFF
0.00%ISHARES TR
Shares96.5K
Event2026-03-31
Filed2026-04-27
XOM
8.97%EXXON MOBIL CORP
Shares17.2K
Event2026-03-31
Filed2026-04-27
DUKE ENERGY CORP NEW
3.40%DUKE ENERGY CORP NEW
Shares21.2K
Event2026-03-31
Filed2026-04-27
LMT
3.53%LOCKHEED MARTIN CORP
Shares4.5K
Event2026-03-31
Filed2026-04-27
SBUX
17.72%STARBUCKS CORP
Shares29.5K
Event2026-03-31
Filed2026-04-27
COP
13.71%CONOCOPHILLIPS
Shares19.9K
Event2026-03-31
Filed2026-04-27
UNP
3.93%UNION PAC CORP
Shares10.2K
Event2026-03-31
Filed2026-04-27
LLY
4.77%ELI LILLY & CO
Shares2.6K
Event2026-03-31
Filed2026-04-27
ABBV
6.90%ABBVIE INC
Shares10.8K
Event2026-03-31
Filed2026-04-27
APD
19.88%AIR PRODUCTS AND CHEMICALS I
Shares8.1K
Event2026-03-31
Filed2026-04-27
SPHQ
5.71%INVESCO EXCHANGE TRADED FD T
Shares30.5K
Event2026-03-31
Filed2026-04-27
MEDTRONIC PLC
5.77%MEDTRONIC PLC
Shares26.3K
Event2026-03-31
Filed2026-04-27
INVESCO QQQ TR
-5.78%INVESCO QQQ TR
Shares3.9K
Event2026-03-31
Filed2026-04-27
RDVY
13.06%FIRST TR EXCHANGE TRADED FD
Shares31.7K
Event2026-03-31
Filed2026-04-27
VEA
4.13%VANGUARD TAX-MANAGED FDS
Shares33.7K
Event2026-03-31
Filed2026-04-27
TY
0.00%TRI CONTL CORP
Shares67.0K
Event2026-03-31
Filed2026-04-27
IHDG
15.83%WISDOMTREE TR
Shares43.8K
Event2026-03-31
Filed2026-04-27
DLR
6.85%DIGITAL RLTY TR INC
Shares10.9K
Event2026-03-31
Filed2026-04-27
SPGI
8.37%S&P GLOBAL INC
Shares4.6K
Event2026-03-31
Filed2026-04-27
CL
11.99%COLGATE PALMOLIVE CO
Shares22.6K
Event2026-03-31
Filed2026-04-27
CAAA
58.31%FIRST TR EXCHANGE-TRADED FD
Shares94.3K
Event2026-03-31
Filed2026-04-27
FSIG
-8.09%FIRST TR EXCHANGE-TRADED FD
Shares99.6K
Event2026-03-31
Filed2026-04-27
UNH
29.03%UNITEDHEALTH GROUP INC
Shares6.9K
Event2026-03-31
Filed2026-04-27
TAFI
0.00%AB ACTIVE ETFS INC
Shares73.7K
Event2026-03-31
Filed2026-04-27
NMZ
6.13%NUVEEN MUN HIGH INCOME OPPOR
Shares173.2K
Event2026-03-31
Filed2026-04-27
VZ
-5.20%VERIZON COMMUNICATIONS INC
Shares35.8K
Event2026-03-31
Filed2026-04-27
CAT
12.36%CATERPILLAR INC
Shares2.5K
Event2026-03-31
Filed2026-04-27
ABFL
-5.96%ABACUS FCF ETF TR
Shares24.6K
Event2026-03-31
Filed2026-04-27
BROADCOM INC
59.94%BROADCOM INC
Shares5.6K
Event2026-03-31
Filed2026-04-27
MERCK & CO INC
15.58%MERCK & CO INC
Shares14.4K
Event2026-03-31
Filed2026-04-27
IBM
2.16%INTERNATIONAL BUSINESS MACHS
Shares7.0K
Event2026-03-31
Filed2026-04-27
MA
12.52%MASTERCARD INCORPORATED
Shares3.4K
Event2026-03-31
Filed2026-04-27
XLE
22.29%SELECT SECTOR SPDR TR
Shares27.4K
Event2026-03-31
Filed2026-04-27
IBIT
37.72%ISHARES BITCOIN TRUST ETF
Shares43.6K
Event2026-03-31
Filed2026-04-27
D
5.50%DOMINION ENERGY INC
Shares26.8K
Event2026-03-31
Filed2026-04-27
NKE
11.22%NIKE INC
Shares31.0K
Event2026-03-31
Filed2026-04-27
VO
6.79%VANGUARD INDEX FDS
Shares5.4K
Event2026-03-31
Filed2026-04-27
EPD
-3.55%ENTERPRISE PRODS PARTNERS L
Shares40.5K
Event2026-03-31
Filed2026-04-27
ORCL
0.79%ORACLE CORP
Shares10.2K
Event2026-03-31
Filed2026-04-27
TJX
11.85%TJX COS INC NEW
Shares9.2K
Event2026-03-31
Filed2026-04-27
SGOV
NewISHARES TR
Shares14.5K
Event2026-03-31
Filed2026-04-27
PM
10.23%PHILIP MORRIS INTL INC
Shares8.8K
Event2026-03-31
Filed2026-04-27
DES
0.00%WISDOMTREE TR
Shares39.8K
Event2026-03-31
Filed2026-04-27
GEV
5.89%GE VERNOVA INC
Shares1.6K
Event2026-03-31
Filed2026-04-27
NFLX
8.09%NETFLIX INC.
Shares14.5K
Event2026-03-31
Filed2026-04-27
PLTR
28.16%PALANTIR TECHNOLOGIES INC
Shares9.5K
Event2026-03-31
Filed2026-04-27
CLX
36.57%CLOROX CO DEL
Shares13.3K
Event2026-03-31
Filed2026-04-27
ET
0.86%ENERGY TRANSFER L P
Shares69.1K
Event2026-03-31
Filed2026-04-27
BMY
6.39%BRISTOL-MYERS SQUIBB CO
Shares21.5K
Event2026-03-31
Filed2026-04-27
DVY
15.25%ISHARES TR
Shares8.6K
Event2026-03-31
Filed2026-04-27
VTV
0.15%VANGUARD INDEX FDS
Shares6.5K
Event2026-03-31
Filed2026-04-27
FPEI
3.03%FIRST TR EXCH TRADED FD III
Shares66.5K
Event2026-03-31
Filed2026-04-27
XLU
17.54%SELECT SECTOR SPDR TR
Shares27.5K
Event2026-03-31
Filed2026-04-27
COF
12.76%CAPITAL ONE FINL CORP
Shares6.8K
Event2026-03-31
Filed2026-04-27
HON
9.77%HONEYWELL INTL INC
Shares5.4K
Event2026-03-31
Filed2026-04-27
DLN
0.00%WISDOMTREE TR
Shares13.6K
Event2026-03-31
Filed2026-04-27
STZ
23.12%CONSTELLATION BRANDS INC
Shares8.1K
Event2026-03-31
Filed2026-04-27
SHY
-9.08%ISHARES TR
Shares14.6K
Event2026-03-31
Filed2026-04-27
IWM
38.91%ISHARES TR
Shares4.6K
Event2026-03-31
Filed2026-04-27
AXP
9.21%AMERICAN EXPRESS CO
Shares3.7K
Event2026-03-31
Filed2026-04-27
ED
14.96%CONSOLIDATED EDISON INC
Shares9.8K
Event2026-03-31
Filed2026-04-27
TMO
-0.85%THERMO FISHER SCIENTIFIC INC
Shares2.2K
Event2026-03-31
Filed2026-04-27
CSCO
12.40%CISCO SYS INC
Shares13.9K
Event2026-03-31
Filed2026-04-27
BAC
24.54%BANK AMERICA CORP
Shares21.8K
Event2026-03-31
Filed2026-04-27
XLV
41.11%SELECT SECTOR SPDR TR
Shares7.2K
Event2026-03-31
Filed2026-04-27
WFC
12.50%WELLS FARGO & CO
Shares13.0K
Event2026-03-31
Filed2026-04-27
INVESCO EXCHANGE TRADED FD T
-31.10%INVESCO EXCHANGE TRADED FD T
Shares5.4K
Event2026-03-31
Filed2026-04-27
NOBL
0.03%PROSHARES TR
Shares9.8K
Event2026-03-31
Filed2026-04-27
OPER
NewETF SER SOLUTIONS
Shares10.2K
Event2026-03-31
Filed2026-04-27
JEPI
32.22%J P MORGAN EXCHANGE TRADED F
Shares18.0K
Event2026-03-31
Filed2026-04-27
TT
8.14%TRANE TECHNOLOGIES PLC
Shares2.4K
Event2026-03-31
Filed2026-04-27
FIW
0.00%FIRST TR EXCHANGE-TRADED FD
Shares9.5K
Event2026-03-31
Filed2026-04-27
HYFI
-19.12%AB ACTIVE ETFS INC
Shares24.4K
Event2026-03-31
Filed2026-04-27
FMHI
0.03%FIRST TR EXCH TRADED FD III
Shares19.1K
Event2026-03-31
Filed2026-04-27
DON
0.00%WISDOMTREE TR
Shares17.3K
Event2026-03-31
Filed2026-04-27
VWO
8.84%VANGUARD INTL EQUITY INDEX F
Shares16.4K
Event2026-03-31
Filed2026-04-27
IWF
37.99%ISHARES TR
Shares2.1K
Event2026-03-31
Filed2026-04-27
ZTS
53.90%ZOETIS INC
Shares7.1K
Event2026-03-31
Filed2026-04-27
EVLV
-11.88%EVOLV TECHNOLOGIES HLDNGS IN
Shares134.8K
Event2026-03-31
Filed2026-04-27
AIPO
2.69%TIDAL TRUST II
Shares32.4K
Event2026-03-31
Filed2026-04-27
OKE
2.87%ONEOK INC NEW
Shares8.9K
Event2026-03-31
Filed2026-04-27
PCT
-24.36%PURECYCLE TECHNOLOGIES INC
Shares154.6K
Event2026-03-31
Filed2026-04-27
ARTY
33.01%ISHARES TR
Shares16.7K
Event2026-03-31
Filed2026-04-27
VTI
11.48%VANGUARD INDEX FDS
Shares2.4K
Event2026-03-31
Filed2026-04-27
ETHA
0.84%ISHARES ETHEREUM TR
Shares48.3K
Event2026-03-31
Filed2026-04-27
SCHW
15.80%SCHWAB CHARLES CORP
Shares8.1K
Event2026-03-31
Filed2026-04-27
AEP
12.10%AMERICAN ELEC PWR CO INC
Shares5.8K
Event2026-03-31
Filed2026-04-27
T
14.47%AT&T INC
Shares25.5K
Event2026-03-31
Filed2026-04-27
BKNG
29.85%BOOKING HOLDINGS INC
Shares174
Event2026-03-31
Filed2026-04-27
TXN
17.15%TEXAS INSTRS INC
Shares3.8K
Event2026-03-31
Filed2026-04-27
DIS
14.66%DISNEY WALT CO
Shares7.3K
Event2026-03-31
Filed2026-04-27
GE AEROSPACE
11.36%GE AEROSPACE
Shares2.5K
Event2026-03-31
Filed2026-04-27
KO
14.80%COCA COLA CO
Shares9.3K
Event2026-03-31
Filed2026-04-27
XLK
-0.11%SELECT SECTOR SPDR TR
Shares5.3K
Event2026-03-31
Filed2026-04-27
ABT
-5.21%ABBOTT LABORATORIES
Shares6.7K
Event2026-03-31
Filed2026-04-27
EATON CORP PLC
10.81%EATON CORP PLC
Shares1.9K
Event2026-03-31
Filed2026-04-27
TSLX
5.81%SIXTH STREET SPECIALTY LENDI
Shares36.4K
Event2026-03-31
Filed2026-04-27
SDVY
5.03%FIRST TR EXCHANGE TRADED FD
Shares16.5K
Event2026-03-31
Filed2026-04-27
VRTX
11.04%VERTEX PHARMACEUTICALS INC
Shares1.4K
Event2026-03-31
Filed2026-04-27
PFE
-2.55%PFIZER INC
Shares23.0K
Event2026-03-31
Filed2026-04-27
BIV
-16.18%VANGUARD BD INDEX FDS
Shares8.3K
Event2026-03-31
Filed2026-04-27
AMAT
-7.72%APPLIED MATLS INC
Shares1.9K
Event2026-03-31
Filed2026-04-27
IWD
32.63%ISHARES TR
Shares3.0K
Event2026-03-31
Filed2026-04-27
CRWV
6.02%COREWEAVE INC
Shares8.1K
Event2026-03-31
Filed2026-04-27
BXSL
20.92%BLACKSTONE SECD LENDING FD
Shares26.1K
Event2026-03-31
Filed2026-04-27
VB
3.96%VANGUARD INDEX FDS
Shares2.3K
Event2026-03-31
Filed2026-04-27
IWO
0.00%ISHARES TR
Shares1.9K
Event2026-03-31
Filed2026-04-27
YUM
-0.18%YUM BRANDS INC
Shares3.9K
Event2026-03-31
Filed2026-04-27
IXN
NewISHARES TR
Shares6.0K
Event2026-03-31
Filed2026-04-27
BIL
NewSPDR SERIES TRUST
Shares6.6K
Event2026-03-31
Filed2026-04-27
VRT
-17.25%VERTIV HOLDINGS CO
Shares2.4K
Event2026-03-31
Filed2026-04-27
PNC
23.72%PNC FINL SVCS GROUP INC
Shares2.9K
Event2026-03-31
Filed2026-04-27
CANADIAN PACIFIC KANSAS CITY
-3.03%CANADIAN PACIFIC KANSAS CITY
Shares7.2K
Event2026-03-31
Filed2026-04-27
JGRO
0.00%J P MORGAN EXCHANGE TRADED F
Shares6.5K
Event2026-03-31
Filed2026-04-27
APH
-13.20%AMPHENOL CORP
Shares4.2K
Event2026-03-31
Filed2026-04-27
MDY
0.00%STATE STR SPDR S&P MIDCAP 40
Shares841
Event2026-03-31
Filed2026-04-27
MGK
1.44%VANGUARD WORLD FD
Shares1.4K
Event2026-03-31
Filed2026-04-27
IJH
6.19%ISHARES TR
Shares7.6K
Event2026-03-31
Filed2026-04-27
XLP
-18.61%SELECT SECTOR SPDR TR
Shares6.2K
Event2026-03-31
Filed2026-04-27
CSX
3.03%CSX CORP
Shares12.5K
Event2026-03-31
Filed2026-04-27
CMI
24.97%CUMMINS INC
Shares946
Event2026-03-31
Filed2026-04-27
ORLY
49.94%OREILLY AUTOMOTIVE INC
Shares5.3K
Event2026-03-31
Filed2026-04-27
AKAM
0.00%AKAMAI TECHNOLOGIES INC
Shares4.2K
Event2026-03-31
Filed2026-04-27
UPS
4.91%UNITED PARCEL SVCS INC
Shares4.9K
Event2026-03-31
Filed2026-04-27
EXC
17.49%EXELON CORP
Shares9.6K
Event2026-03-31
Filed2026-04-27
ETR
1.19%ENTERGY CORP NEW
Shares4.2K
Event2026-03-31
Filed2026-04-27
CRM
5.38%SALESFORCE INC
Shares2.5K
Event2026-03-31
Filed2026-04-27
WAB
-4.44%WABTEC
Shares1.8K
Event2026-03-31
Filed2026-04-27
ISRG
21.27%INTUITIVE SURGICAL INC
Shares992
Event2026-03-31
Filed2026-04-27
GILD
22.03%GILEAD SCIENCES INC
Shares3.3K
Event2026-03-31
Filed2026-04-27
NVS
0.00%NOVARTIS AG
Shares3.0K
Event2026-03-31
Filed2026-04-27
ON
-0.24%ON SEMICONDUCTOR CORP
Shares7.3K
Event2026-03-31
Filed2026-04-27
TGT
3.39%TARGET CORP
Shares3.7K
Event2026-03-31
Filed2026-04-27
CITIGROUP INC
97.31%CITIGROUP INC
Shares3.9K
Event2026-03-31
Filed2026-04-27
CVS
47.10%CVS HEALTH CORP
Shares6.1K
Event2026-03-31
Filed2026-04-27
BLACKROCK INC
-1.34%BLACKROCK INC
Shares441
Event2026-03-31
Filed2026-04-27
SHOP
-6.06%SHOPIFY INC
Shares3.5K
Event2026-03-31
Filed2026-04-27
TSM
-0.32%TAIWAN SEMICONDUCTOR MANUFAC
Shares1.2K
Event2026-03-31
Filed2026-04-27
CPER
85.98%UNITED STS COMMODITY INDEX F
Shares12.1K
Event2026-03-31
Filed2026-04-27
MO
-26.89%ALTRIA GROUP INC
Shares6.2K
Event2026-03-31
Filed2026-04-27
ORI
32.77%OLD REP INTL CORP
Shares10.1K
Event2026-03-31
Filed2026-04-27
IQLT
0.00%ISHARES TR
Shares8.6K
Event2026-03-31
Filed2026-04-27
FMNY
33.03%FIRST TR EXCH TRADED FD III
Shares14.9K
Event2026-03-31
Filed2026-04-27
MPC
15.91%MARATHON PETE CORP
Shares1.6K
Event2026-03-31
Filed2026-04-27
HYMB
0.00%SPDR SERIES TRUST
Shares15.3K
Event2026-03-31
Filed2026-04-27
SO
21.92%SOUTHERN CO
Shares3.9K
Event2026-03-31
Filed2026-04-27
KKR & CO INC
32.77%KKR & CO INC
Shares4.0K
Event2026-03-31
Filed2026-04-27
MU
NewMICRON TECHNOLOGY INC
Shares1.1K
Event2026-03-31
Filed2026-04-27
AMD
28.29%ADVANCED MICRO DEVICES INC
Shares1.8K
Event2026-03-31
Filed2026-04-27
SHW
NewSHERWIN WILLIAMS CO
Shares1.1K
Event2026-03-31
Filed2026-04-27
FBTC
21.05%FIDELITY WISE ORIGIN BITCOIN
Shares6.2K
Event2026-03-31
Filed2026-04-27
MDLZ
37.16%MONDELEZ INTL INC
Shares6.3K
Event2026-03-31
Filed2026-04-27
SLV
NewISHARES SILVER TR
Shares5.3K
Event2026-03-31
Filed2026-04-27
LMBS
0.00%FIRST TR EXCHANGE-TRADED FD
Shares7.2K
Event2026-03-31
Filed2026-04-27
PREF
0.00%PRINCIPAL EXCHANGE TRADED FD
Shares19.0K
Event2026-03-31
Filed2026-04-27
CEG
-9.12%CONSTELLATION ENERGY CORP
Shares1.3K
Event2026-03-31
Filed2026-04-27
TFC
21.52%TRUIST FINL CORP
Shares7.7K
Event2026-03-31
Filed2026-04-27
CRWD
80.20%CROWDSTRIKE HLDGS INC
Shares901
Event2026-03-31
Filed2026-04-27
BND
NewVANGUARD BD INDEX FDS
Shares4.7K
Event2026-03-31
Filed2026-04-27
DHR
58.03%DANAHER CORP DEL
Shares1.8K
Event2026-03-31
Filed2026-04-27
BKH
0.00%BLACK HILLS CORP
Shares4.9K
Event2026-03-31
Filed2026-04-27
XLI
NewSELECT SECTOR SPDR TR
Shares2.1K
Event2026-03-31
Filed2026-04-27
THE CIGNA GROUP
NewTHE CIGNA GROUP
Shares1.3K
Event2026-03-31
Filed2026-04-27
SOUTHSTATE BK CORP
NewSOUTHSTATE BK CORP
Shares3.6K
Event2026-03-31
Filed2026-04-27
PPG
NewPPG INDS INC
Shares3.1K
Event2026-03-31
Filed2026-04-27
VNQ
-6.94%VANGUARD INDEX FDS
Shares3.8K
Event2026-03-31
Filed2026-04-27
GENERAL DYNAMICS CORP
NewGENERAL DYNAMICS CORP
Shares970
Event2026-03-31
Filed2026-04-27
ADP
1.90%AUTOMATIC DATA PROCESSING IN
Shares1.6K
Event2026-03-31
Filed2026-04-27
KMI
7.42%KINDER MORGAN INC DEL
Shares9.8K
Event2026-03-31
Filed2026-04-27
NSC
-2.81%NORFOLK SOUTHN CORP
Shares1.1K
Event2026-03-31
Filed2026-04-27
VYMI
NewVANGUARD WHITEHALL FDS
Shares3.5K
Event2026-03-31
Filed2026-04-27
MNST
NewMONSTER BEVERAGE CORP NEW
Shares4.5K
Event2026-03-31
Filed2026-04-27
KHC
NewKRAFT HEINZ CO
Shares14.5K
Event2026-03-31
Filed2026-04-27
TMUS
44.45%T-MOBILE US INC
Shares1.6K
Event2026-03-31
Filed2026-04-27
CRMT
24.51%AMERICAS CAR-MART INC
Shares25.4K
Event2026-03-31
Filed2026-04-27
ACCENTURE PLC IRELAND
-21.70%ACCENTURE PLC IRELAND
Shares1.6K
Event2026-03-31
Filed2026-04-27
ILMN
16.80%ILLUMINA INC
Shares2.6K
Event2026-03-31
Filed2026-04-27
ITA
-1.63%ISHARES TR
Shares1.4K
Event2026-03-31
Filed2026-04-27
ABNB
NewAIRBNB INC
Shares2.5K
Event2026-03-31
Filed2026-04-27
SPYM
-3.73%SPDR SERIES TRUST
Shares4.1K
Event2026-03-31
Filed2026-04-27
SPG
0.66%SIMON PPTY GROUP INC NEW
Shares1.7K
Event2026-03-31
Filed2026-04-27
TSAT
0.00%TELESAT CORP
Shares8.6K
Event2026-03-31
Filed2026-04-27
HBAN
NewHUNTINGTON BANCSHARES INC
Shares19.8K
Event2026-03-31
Filed2026-04-27
RF
NewREGIONS FINANCIAL CORP NEW
Shares11.8K
Event2026-03-31
Filed2026-04-27
ABCB
NewAMERIS BANCORP
Shares3.9K
Event2026-03-31
Filed2026-04-27
HDB
1.74%HDFC BANK LTD
Shares12.0K
Event2026-03-31
Filed2026-04-27
EQR
-5.85%EQUITY RESIDENTIAL
Shares5.0K
Event2026-03-31
Filed2026-04-27
LNG
NewCHENIERE ENERGY INC
Shares1.0K
Event2026-03-31
Filed2026-04-27
NVO
0.00%NOVO-NORDISK A S
Shares7.9K
Event2026-03-31
Filed2026-04-27
CALF
0.00%PACER FDS TR
Shares6.4K
Event2026-03-31
Filed2026-04-27
SMH
0.00%VANECK ETF TRUST
Shares747
Event2026-03-31
Filed2026-04-27
ADBE
89.84%ADOBE INC
Shares1.2K
Event2026-03-31
Filed2026-04-27
CLH
NewCLEAN HARBORS INC
Shares989
Event2026-03-31
Filed2026-04-27
ENB
-0.13%ENBRIDGE INC
Shares5.2K
Event2026-03-31
Filed2026-04-27
CDNS
52.77%CADENCE DESIGN SYSTEM INC
Shares1.0K
Event2026-03-31
Filed2026-04-27
QCOM
NewQUALCOMM INC
Shares2.2K
Event2026-03-31
Filed2026-04-27
TDIV
5.45%FIRST TR EXCHANGE TRADED FD
Shares3.0K
Event2026-03-31
Filed2026-04-27
ROST
NewROSS STORES INC
Shares1.3K
Event2026-03-31
Filed2026-04-27
CAH
NewCARDINAL HEALTH INC
Shares1.3K
Event2026-03-31
Filed2026-04-27
IVW
19.17%ISHARES TR
Shares2.4K
Event2026-03-31
Filed2026-04-27
MARVELL TECHNOLOGY INC
7.95%MARVELL TECHNOLOGY INC
Shares2.8K
Event2026-03-31
Filed2026-04-27
SYK
8.32%STRYKER CORPORATION
Shares833
Event2026-03-31
Filed2026-04-27
LAMR
NewLAMAR ADVERTISING CO
Shares2.2K
Event2026-03-31
Filed2026-04-27
CMCSA
NewCOMCAST CORP NEW
Shares9.4K
Event2026-03-31
Filed2026-04-27
MSI
NewMOTOROLA SOLUTIONS INC
Shares616
Event2026-03-31
Filed2026-04-27
GEN DIGITAL INC
11.75%GEN DIGITAL INC
Shares14.1K
Event2026-03-31
Filed2026-04-27
NOW
NewSERVICENOW INC
Shares2.5K
Event2026-03-31
Filed2026-04-27
SWKS
NewSKYWORKS SOLUTIONS INC
Shares5.0K
Event2026-03-31
Filed2026-04-27
TXG
New10X GENOMICS INC
Shares12.5K
Event2026-03-31
Filed2026-04-27
USB
NewUS BANCORP
Shares5.1K
Event2026-03-31
Filed2026-04-27
ESS
NewESSEX PPTY TR INC
Shares1.1K
Event2026-03-31
Filed2026-04-27
CF
NewCF INDUSTRIES HOLD
Shares2.0K
Event2026-03-31
Filed2026-04-27
NU
0.00%NU HLDGS LTD
Shares18.0K
Event2026-03-31
Filed2026-04-27
AMP
19.26%AMERIPRISE FINL INC
Shares582
Event2026-03-31
Filed2026-04-27
FNGR
54.90%FINGERMOTION INC
Shares259.6K
Event2026-03-31
Filed2026-04-27
PRU
36.43%PRUDENTIAL FINL INC
Shares2.6K
Event2026-03-31
Filed2026-04-27
RCL
NewROYAL CARIBBEAN GROUP
Shares936
Event2026-03-31
Filed2026-04-27
MAA
NewMID-AMER APT CMNTYS INC
Shares2.1K
Event2026-03-31
Filed2026-04-27
USRT
NewISHARES TR
Shares4.3K
Event2026-03-31
Filed2026-04-27
IBB
0.00%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-04-27
IEMG
NewISHARES INC
Shares3.6K
Event2026-03-31
Filed2026-04-27
DLTR
NewDOLLAR TREE INC
Shares2.2K
Event2026-03-31
Filed2026-04-27
INTC
-2.09%INTEL CORP
Shares5.6K
Event2026-03-31
Filed2026-04-27
KR
NewKROGER CO
Shares3.4K
Event2026-03-31
Filed2026-04-27
BK
NewBANK NEW YORK MELLON CORP
Shares2.1K
Event2026-03-31
Filed2026-04-27
NUE
NewNUCOR CORP
Shares1.5K
Event2026-03-31
Filed2026-04-27
INGR
NewINGREDION INC
Shares2.2K
Event2026-03-31
Filed2026-04-27
IEFA
NewISHARES TR
Shares2.7K
Event2026-03-31
Filed2026-04-27
EW
NewEDWARDS LIFESCIENCES CORP
Shares3.0K
Event2026-03-31
Filed2026-04-27
DRVN
0.00%DRIVEN BRANDS HLDGS INC
Shares19.0K
Event2026-03-31
Filed2026-04-27
IYR
0.00%ISHARES TR
Shares2.5K
Event2026-03-31
Filed2026-04-27
PAGP
NewPLAINS GP HLDGS L P
Shares9.8K
Event2026-03-31
Filed2026-04-27
IQV
33.59%IQVIA HLDGS INC
Shares1.4K
Event2026-03-31
Filed2026-04-27
UNILEVER PLC
-2.06%UNILEVER PLC
Shares4.2K
Event2026-03-31
Filed2026-04-27
VFH
NewVANGUARD WORLD FD
Shares1.9K
Event2026-03-31
Filed2026-04-27
EIX
NewEDISON INTL
Shares3.2K
Event2026-03-31
Filed2026-04-27
MYN
NewBLACKROCK MUNIYIELD N Y QUAL
Shares24.2K
Event2026-03-31
Filed2026-04-27
CTAS
NewCINTAS CORP
Shares1.4K
Event2026-03-31
Filed2026-04-27
ASML
NewASML HLDG NV
Shares175
Event2026-03-31
Filed2026-04-27
SNPS
NewSYNOPSYS INC
Shares581
Event2026-03-31
Filed2026-04-27
IJR
6.10%ISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-04-27
DDS
0.00%DILLARDS INC
Shares400
Event2026-03-31
Filed2026-04-27
MS
NewMORGAN STANLEY
Shares1.4K
Event2026-03-31
Filed2026-04-27
MATCH GROUP INC NEW
NewMATCH GROUP INC NEW
Shares7.4K
Event2026-03-31
Filed2026-04-27
WCC
NewWESCO INTL INC
Shares826
Event2026-03-31
Filed2026-04-27
FCX
NewFREEPORT MCMORAN INC
Shares3.8K
Event2026-03-31
Filed2026-04-27
AMT
-0.91%AMERICAN TOWER CORP
Shares1.3K
Event2026-03-31
Filed2026-04-27
WBS
-9.26%WEBSTER FINL CORP
Shares3.2K
Event2026-03-31
Filed2026-04-27
CRUS
NewCIRRUS LOGIC INC
Shares1.5K
Event2026-03-31
Filed2026-04-27
FDX
NewFEDEX CORP
Shares626
Event2026-03-31
Filed2026-04-27
ITW
NewILLINOIS TOOL WKS INC
Shares855
Event2026-03-31
Filed2026-04-27
AAAU
NewGOLDMAN SACHS PHYSICAL GOLD
Shares4.8K
Event2026-03-31
Filed2026-04-27
GIII
0.00%G III APPAREL GROUP LTD
Shares8.0K
Event2026-03-31
Filed2026-04-27
AB ACTIVE ETFS INC
NewAB ACTIVE ETFS INC
Shares5.1K
Event2026-03-31
Filed2026-04-27
BIIB
NewBIOGEN INC
Shares1.2K
Event2026-03-31
Filed2026-04-27
MAS
NewMASCO CORP
Shares3.6K
Event2026-03-31
Filed2026-04-27
DELL
NewDELL TECHNOLOGIES INC
Shares1.3K
Event2026-03-31
Filed2026-04-27
ITT INC
NewITT INC
Shares1.1K
Event2026-03-31
Filed2026-04-27
NWSA
NewNEWS CORP NEW
Shares8.7K
Event2026-03-31
Filed2026-04-27
IRM
NewIRON MTN INC DEL
Shares2.1K
Event2026-03-31
Filed2026-04-27
OHI
NewOMEGA HEALTHCARE INVS INC
Shares4.9K
Event2026-03-31
Filed2026-04-27
CCK
NewCROWN HLDGS INC
Shares2.1K
Event2026-03-31
Filed2026-04-27
FEDERAL RLTY INVT TR NEW
NewFEDERAL RLTY INVT TR NEW
Shares2.0K
Event2026-03-31
Filed2026-04-27
EGP
NewEASTGROUP PPTYS INC
Shares1.1K
Event2026-03-31
Filed2026-04-27
GPC
NewGENUINE PARTS CO
Shares2.0K
Event2026-03-31
Filed2026-04-27
ELV
NewELEVANCE HEALTH INC FORMERLY
Shares715
Event2026-03-31
Filed2026-04-27
ADSK
NewAUTODESK INC
Shares870
Event2026-03-31
Filed2026-04-27
PGR
NewPROGRESSIVE CORP
Shares1.0K
Event2026-03-31
Filed2026-04-27
RL
NewRALPH LAUREN CORP
Shares597
Event2026-03-31
Filed2026-04-27
SGI
5.93%SOMNIGROUP INTERNATIONAL INC
Shares2.8K
Event2026-03-31
Filed2026-04-27
WTFC
NewWINTRUST FINL CORP
Shares1.5K
Event2026-03-31
Filed2026-04-27
IFF
NewINTERNATIONAL FLAVORS&FRAGRA
Shares2.8K
Event2026-03-31
Filed2026-04-27
CW
NewCURTISS WRIGHT CORP
Shares300
Event2026-03-31
Filed2026-04-27
KYN
-1.13%KAYNE ANDERSON ENERGY INFRST
Shares14.2K
Event2026-03-31
Filed2026-04-27
DG
NewDOLLAR GEN CORP
Shares1.7K
Event2026-03-31
Filed2026-04-27
ES
NewEVERSOURCE ENERGY
Shares2.9K
Event2026-03-31
Filed2026-04-27
DT
NewDYNATRACE INC
Shares5.5K
Event2026-03-31
Filed2026-04-27
LHX
NewL3HARRIS TECHNOLOGIES INC
Shares586
Event2026-03-31
Filed2026-04-27
NNN
NewNNN REIT INC
Shares4.8K
Event2026-03-31
Filed2026-04-27
LOW
NewLOWES COS INC
Shares854
Event2026-03-31
Filed2026-04-27
FTNT
NewFORTINET INC
Shares2.5K
Event2026-03-31
Filed2026-04-27
TSN
NewTYSON FOODS INC
Shares3.1K
Event2026-03-31
Filed2026-04-27
EBAY
NewEBAY INC.
Shares2.2K
Event2026-03-31
Filed2026-04-27
FOX
NewFOX CORP
Shares3.8K
Event2026-03-31
Filed2026-04-27
DIA
0.00%STATE STR SPDR DOW JONES IND
Shares432
Event2026-03-31
Filed2026-04-27
QUANTUM BIOPHARMA LTD
NewQUANTUM BIOPHARMA LTD
Shares41.1K
Event2026-03-31
Filed2026-04-27
CAG
NewCONAGRA BRANDS INC
Shares11.1K
Event2026-03-31
Filed2026-04-27
LYG
-0.45%LLOYDS BANKING GROUP PLC
Shares33.5K
Event2026-03-31
Filed2026-04-27
WULF
0.77%TERAWULF INC
Shares10.5K
Event2026-03-31
Filed2026-04-27
F
NewFORD MTR CO
Shares10.8K
Event2026-03-31
Filed2026-04-27
CGEN
10.00%COMPUGEN LTD
Shares55.0K
Event2026-03-31
Filed2026-04-27
FLO
NewFLOWERS FOODS INC
Shares13.7K
Event2026-03-31
Filed2026-04-27
BZAI
0.00%BLAIZE HLDGS INC
Shares59.3K
Event2026-03-31
Filed2026-04-27
PUTNAM ETF TRUST
-11.05%PUTNAM ETF TRUST
Shares10.5K
Event2026-03-31
Filed2026-04-27
ENVX
0.00%ENOVIX CORPORATION
Shares10.0K
Event2026-03-31
Filed2026-04-27
MLGO
0.00%MICROALGO INC
Shares14.8K
Event2026-03-31
Filed2026-04-27
LAB
NewSTANDARD BIOTOOLS INC
Shares25.0K
Event2026-03-31
Filed2026-04-27
MVST
0.00%MICROVAST HOLDINGS INC
Shares15.0K
Event2026-03-31
Filed2026-04-27
WIMI HOLOGRAM CLOUD INC
0.00%WIMI HOLOGRAM CLOUD INC
Shares10.0K
Event2026-03-31
Filed2026-04-27
GERN
0.00%GERON CORP
Shares10.1K
Event2026-03-31
Filed2026-04-27
Call Option Holdings
DIS Call
NewDISNEY WALT CO
Shares3.0K
Event2026-03-31
Filed2026-04-27
Put Option Holdings
No put option holdings data available
No put option holdings data available