Sponsored

The Analysis of Powell Investment Advisors, LLC's Holdings & P&L

Currently, Powell Investment Advisors, LLC holds 174 types of securities in its portfolio with a total value $290.1M. In the most recent quarter, they have increased their positions in SPY (+4.5K shares, valued at $3.0M), CVX (+3.7K shares, valued at $771.9K), MSFT (+2.0K shares, valued at $731.8K); decreased their positions in GLW (-2.0K shares, valued at $271.3K), BN (-6.6K shares, valued at $267.5K), IWM (-914 shares, valued at $226.7K); initiated new positions in CVX (+3.7K shares, valued at $771.9K), IGV (+6.8K shares, valued at $546.3K), FETH (+20.9K shares, valued at $437.3K).

1M P&L

+9.9M+3.57%

3M P&L

+4.0M+1.42%

HY P&L

+17.0M+6.28%

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/A190.9M

73.2%

2Internet Retail8.9M

3.4%

3Semiconductors6.5M

2.5%

Top Industries by Stock Count

1N/A77 stocks

49.4%

2Software - Application9 stocks

5.8%

3Utilities - Regulated Electric4 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVE ISHARES TR158.0K shares1.55%2026-03-312026-04-23

IVW ISHARES TR290.1K shares0.05%2026-03-312026-04-23

IWN ISHARES TR115.4K shares1.13%2026-03-312026-04-23

IWO ISHARES TR61.2K shares1.36%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR31.5K shares-0.30%2026-03-312026-04-23

DVY ISHARES TR98.5K shares0.67%2026-03-312026-04-23

AMZN AMAZON COM INC38.1K shares-0.26%2026-03-312026-04-23

IWS ISHARES TR52.8K shares0.13%2026-03-312026-04-23

Sponsored

EFA ISHARES TR70.9K shares-0.64%2026-03-312026-04-23

IWP ISHARES TR52.2K shares1.11%2026-03-312026-04-23

NVDA NVIDIA CORPORATION35.9K shares-0.74%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC6.6K shares0.38%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T7.9K shares133.81%2026-03-312026-04-23

TSLA TESLA INC13.4K shares8.54%2026-03-312026-04-23

AAPL APPLE INC14.3K shares7.14%2026-03-312026-04-23

IOO ISHARES TR29.6K shares0.29%2026-03-312026-04-23

Sponsored

JPM JPMORGAN CHASE & CO9.9K shares0.00%2026-03-312026-04-23

CWB SPDR SERIES TRUST30.2K shares-1.42%2026-03-312026-04-23

FBND FIDELITY MERRIMACK STR TR57.4K shares-4.32%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F48.4K shares1.92%2026-03-312026-04-23

MSFT MICROSOFT CORP6.0K shares48.73%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.5K shares-4.70%2026-03-312026-04-23

VUG VANGUARD INDEX FDS4.8K shares0.02%2026-03-312026-04-23

IBIT ISHARES BITCOIN TRUST ETF52.9K shares53.17%2026-03-312026-04-23

Sponsored

IWM ISHARES TR7.4K shares-11.05%2026-03-312026-04-23

PFF ISHARES TR57.3K shares1.57%2026-03-312026-04-23

SCCO SOUTHERN COPPER CORP9.8K shares0.84%2026-03-312026-04-23

ALPHABET INC ALPHABET INC5.3K shares0.00%2026-03-312026-04-23

VCSH VANGUARD SCOTTSDALE FDS19.1K shares0.00%2026-03-312026-04-23

ALSN ALLISON TRANSMISSION HLDGS I12.1K shares0.00%2026-03-312026-04-23

XLE SELECT SECTOR SPDR TR22.9K shares0.42%2026-03-312026-04-23

XAR SPDR SERIES TRUST5.0K shares53.99%2026-03-312026-04-23

Sponsored

CQP CHENIERE ENERGY PARTNERS L P18.1K shares1.40%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP1.9K shares0.00%2026-03-312026-04-23

SON SONOCO PRODS CO20.9K shares0.76%2026-03-312026-04-23

ALPS ETF TR ALPS ETF TR21.2K shares-11.61%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS4.6K shares0.04%2026-03-312026-04-23

PAVE GLOBAL X FDS21.8K shares0.39%2026-03-312026-04-23

GLTR ABRDN PRECIOUS METALS BASKET5.1K shares0.00%2026-03-312026-04-23

XOM EXXON MOBIL CORP6.4K shares0.02%2026-03-312026-04-23

Sponsored

ITA ISHARES TR4.9K shares71.56%2026-03-312026-04-23

BN BROOKFIELD CORP25.5K shares-20.60%2026-03-312026-04-23

GILD GILEAD SCIENCES INC7.0K shares0.00%2026-03-312026-04-23

CITIGROUP INC CITIGROUP INC8.6K shares0.00%2026-03-312026-04-23

BROADCOM INC BROADCOM INC3.1K shares0.00%2026-03-312026-04-23

XLU SELECT SECTOR SPDR TR20.4K shares0.00%2026-03-312026-04-23

PFXF VANECK ETF TRUST53.2K shares0.00%2026-03-312026-04-23

CEG CONSTELLATION ENERGY CORP3.3K shares0.00%2026-03-312026-04-23

Sponsored

MINT PIMCO ETF TR9.1K shares0.09%2026-03-312026-04-23

AEP AMERICAN ELEC PWR CO INC6.7K shares0.00%2026-03-312026-04-23

IJR ISHARES TR7.0K shares-0.06%2026-03-312026-04-23

CSCO CISCO SYS INC10.9K shares0.00%2026-03-312026-04-23

IJH ISHARES TR12.0K shares0.20%2026-03-312026-04-23

XLF SELECT SECTOR SPDR TR16.3K shares-5.17%2026-03-312026-04-23

NNE NANO NUCLEAR ENERGY INC38.6K shares0.00%2026-03-312026-04-23

BLACKSTONE INC BLACKSTONE INC6.8K shares2.69%2026-03-312026-04-23

Sponsored

CVX CHEVRON CORPORATION3.7K sharesnew addition2026-03-312026-04-23

MS MORGAN STANLEY4.6K shares0.59%2026-03-312026-04-23

ED CONSOLIDATED EDISON INC6.7K shares0.00%2026-03-312026-04-23

HD HOME DEPOT INC2.3K shares0.00%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP3.5K shares0.00%2026-03-312026-04-23

NET CLOUDFLARE INC3.6K shares0.00%2026-03-312026-04-23

ALPHABET INC ALPHABET INC2.6K shares-4.97%2026-03-312026-04-23

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-23

Sponsored

BLACKROCK INC BLACKROCK INC708 shares0.00%2026-03-312026-04-23

KO COCA COLA CO8.7K shares-13.80%2026-03-312026-04-23

NEE NEXTERA ENERGY INC7.1K shares0.00%2026-03-312026-04-23

LLY ELI LILLY & CO683 shares0.00%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC3.6K shares0.00%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON2.3K shares0.00%2026-03-312026-04-23

LAMR LAMAR ADVERTISING CO4.4K shares0.00%2026-03-312026-04-23

IGV ISHARES TR6.8K sharesnew addition2026-03-312026-04-23

Sponsored

VOT VANGUARD INDEX FDS2.1K shares0.00%2026-03-312026-04-23

XBI SPDR SERIES TRUST4.2K shares0.00%2026-03-312026-04-23

GSLC GOLDMAN SACHS ETF TR4.3K shares0.00%2026-03-312026-04-23

T AT&T INC18.3K shares0.84%2026-03-312026-04-23

EEM ISHARES TR9.3K shares-8.67%2026-03-312026-04-23

BMY BRISTOL-MYERS SQUIBB CO8.7K shares0.00%2026-03-312026-04-23

GLD SPDR GOLD TR1.2K shares39.58%2026-03-312026-04-23

META META PLATFORMS INC898 shares2.51%2026-03-312026-04-23

Sponsored

NLR VANECK ETF TRUST3.8K shares6.13%2026-03-312026-04-23

MCD MCDONALDS CORP1.6K shares0.00%2026-03-312026-04-23

SE SEA LTD6.0K shares0.00%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC4.1K shares0.00%2026-03-312026-04-23

LEN LENNAR CORP5.4K shares0.00%2026-03-312026-04-23

GIS GENERAL MILLS INC12.4K shares0.94%2026-03-312026-04-23

WMB WILLIAMS COS INC6.2K shares0.00%2026-03-312026-04-23

BABA ALIBABA GROUP HLDG LTD3.5K shares0.00%2026-03-312026-04-23

Sponsored

SHOP SHOPIFY INC3.7K shares0.00%2026-03-312026-04-23

FETH FIDELITY ETHEREUM FD20.9K sharesnew addition2026-03-312026-04-23

IYW ISHARES TR2.4K shares0.04%2026-03-312026-04-23

AMAT APPLIED MATLS INC1.3K shares0.00%2026-03-312026-04-23

UBER UBER TECHNOLOGIES INC5.9K shares0.00%2026-03-312026-04-23

HEI HEICO CORP NEW1.5K shares22.44%2026-03-312026-04-23

MMC MARSH & MCLENNAN COS INC2.4K shares0.00%2026-03-312026-04-23

F FORD MTR CO33.4K shares0.16%2026-03-312026-04-23

Sponsored

WMT WALMART INC3.0K shares0.00%2026-03-312026-04-23

NUKZ EXCHANGE TRADED CONCEPTS TRU5.6K shares0.00%2026-03-312026-04-23

ENB ENBRIDGE INC6.6K shares0.00%2026-03-312026-04-23

NFLX NETFLIX INC.3.6K shares0.00%2026-03-312026-04-23

FTF FRANKLIN LTD DURATION INCOME60.0K shares0.53%2026-03-312026-04-23

EPD ENTERPRISE PRODS PARTNERS L9.0K shares1.51%2026-03-312026-04-23

GLW CORNING INC2.5K shares-44.81%2026-03-312026-04-23

OKLO OKLO INC6.7K shares0.00%2026-03-312026-04-23

Sponsored

XYZ BLOCK INC5.5K shares0.00%2026-03-312026-04-23

WM WASTE MGMT INC DEL1.4K shares0.00%2026-03-312026-04-23

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.9K shares6.86%2026-03-312026-04-23

BAC BANK AMERICA CORP6.1K shares0.00%2026-03-312026-04-23

TAP MOLSON COORS BEVERAGE CO6.7K shares0.00%2026-03-312026-04-23

SNOW SNOWFLAKE INC1.8K shares0.00%2026-03-312026-04-23

AVY AVERY DENNISON CORP1.5K shares0.00%2026-03-312026-04-23

IWF ISHARES TR624 shares0.00%2026-03-312026-04-23

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS437 shares4.55%2026-03-312026-04-23

SCHP SCHWAB STRATEGIC TR9.7K shares0.00%2026-03-312026-04-23

EFC ELLINGTON FINANCIAL INC21.2K shares0.00%2026-03-312026-04-23

DDOG DATADOG INC2.1K shares0.00%2026-03-312026-04-23

HTD HANCOCK JOHN TAX-ADVANTAGED10.1K shares0.00%2026-03-312026-04-23

MET METLIFE INC3.5K shares0.00%2026-03-312026-04-23

WFC WELLS FARGO & CO3.0K shares7.42%2026-03-312026-04-23

INTU INTUIT551 shares5.35%2026-03-312026-04-23

Sponsored

AMD ADVANCED MICRO DEVICES INC1.2K shares0.17%2026-03-312026-04-23

URA GLOBAL X FDS4.8K shares2.58%2026-03-312026-04-23

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW2.2K shares0.00%2026-03-312026-04-23

FLOT ISHARES TR4.3K shares0.00%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC4.4K sharesnew addition2026-03-312026-04-23

WMG WARNER MUSIC GROUP CORP8.4K shares0.68%2026-03-312026-04-23

MSTR STRATEGY INC1.7K sharesnew addition2026-03-312026-04-23

OPP RIVERNORTH DOUBLELINE STRATE27.3K shares1.02%2026-03-312026-04-23

Sponsored

NOW SERVICENOW INC2.0K shares0.00%2026-03-312026-04-23

VGK VANGUARD INTL EQUITY INDEX F2.5K shares0.00%2026-03-312026-04-23

TYL TYLER TECHNOLOGIES INC606 shares0.00%2026-03-312026-04-23

PAYX PAYCHEX INC2.2K shares0.00%2026-03-312026-04-23

IVV ISHARES TR298 shares0.00%2026-03-312026-04-23

VTV VANGUARD INDEX FDS973 shares0.00%2026-03-312026-04-23

BOTZ GLOBAL X FDS5.4K shares0.00%2026-03-312026-04-23

TIP ISHARES TR1.5K shares0.00%2026-03-312026-04-23

Sponsored

NZF NUVEEN MUN CR INCOME FD13.2K shares1.13%2026-03-312026-04-23

FIDELITY SOLANA FD FIDELITY SOLANA FD15.9K sharesnew addition2026-03-312026-04-23

MTB M & T BK CORP747 shares0.00%2026-03-312026-04-23

UEC URANIUM ENERGY CORP11.2K shares-2.36%2026-03-312026-04-23

VCIT VANGUARD SCOTTSDALE FDS1.8K shares0.00%2026-03-312026-04-23

RDW REDWIRE CORPORATION17.5K shares-10.64%2026-03-312026-04-23

VTWG VANGUARD SCOTTSDALE FDS620 shares0.00%2026-03-312026-04-23

SBET SHARPLINK INC21.6K shares-19.25%2026-03-312026-04-23

Sponsored

LQD ISHARES TR1.2K shares-6.23%2026-03-312026-04-23

NVG NUVEEN AMT FREE MUN CR INC F10.2K shares-19.31%2026-03-312026-04-23

LTBR LIGHTBRIDGE CORP11.7K shares0.00%2026-03-312026-04-23

CLSK CLEANSPARK INC14.6K shares0.00%2026-03-312026-04-23

SMH VANECK ETF TRUST306 shares25.93%2026-03-312026-04-23

WFC-PL WELLS FARGO & CO100 shares0.00%2026-03-312026-04-23

ISRA VANECK ETF TRUST1.8K shares0.00%2026-03-312026-04-23

RXRX RECURSION PHARMACEUTICALS IN30.7K shares3.37%2026-03-312026-04-23

Sponsored

WHF WHITEHORSE FIN INC12.0K shares0.00%2026-03-312026-04-23

JPC NUVEEN PFD & INCOME OPPORTUN11.6K shares0.00%2026-03-312026-04-23

IXC ISHARES TR1.5K shares0.00%2026-03-312026-04-23

DRIV GLOBAL X FDS2.7K shares7.47%2026-03-312026-04-23

IHF ISHARES TR1.7K shares0.00%2026-03-312026-04-23

FXI ISHARES TR2.0K shares0.00%2026-03-312026-04-23

VV VANGUARD INDEX FDS228 shares0.00%2026-03-312026-04-23

IJS ISHARES TR533 shares0.00%2026-03-312026-04-23

Sponsored

EFV ISHARES TR808 shares0.00%2026-03-312026-04-23

IJT ISHARES TR400 shares0.00%2026-03-312026-04-23

ROBO EXCHANGE TRADED CONCEPTS TRU838 shares11.14%2026-03-312026-04-23

IEF ISHARES TR501 shares0.00%2026-03-312026-04-23

ETF OPPORTUNITIES TRUST ETF OPPORTUNITIES TRUST50.0K sharesnew addition2026-03-312026-04-23

BTQ BTQ TECHNOLOGIES CORP16.9K shares-18.00%2026-03-312026-04-23

AMC ENTMT HLDGS INC AMC ENTMT HLDGS INC25.0K shares0.00%2026-03-312026-04-23

BAC-PL BANK AMERICA CORP20 shares0.00%2026-03-312026-04-23

Sponsored

SPTL SPDR SERIES TRUST788 shares0.00%2026-03-312026-04-23

AIRWA INC AIRWA INC14.1K sharesnew addition2026-03-312026-04-23

IBB ISHARES TR40 shares0.00%2026-03-312026-04-23

VTI VANGUARD INDEX FDS16 shares0.00%2026-03-312026-04-23

AIQ GLOBAL X FDS98 shares0.00%2026-03-312026-04-23

HYG ISHARES TR1 shares0.00%2026-03-312026-04-23

IVE

ISHARES TR

1.55%

Shares158.0K

Event2026-03-31

Filed2026-04-23

IVW

ISHARES TR

0.05%

Shares290.1K

Event2026-03-31

Filed2026-04-23

IWN

ISHARES TR

1.13%

Shares115.4K

Event2026-03-31

Filed2026-04-23

IWO

ISHARES TR

1.36%

Shares61.2K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

-0.30%

Shares31.5K

Event2026-03-31

Filed2026-04-23

DVY

ISHARES TR

0.67%

Shares98.5K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

-0.26%

Shares38.1K

Event2026-03-31

Filed2026-04-23

IWS

ISHARES TR

0.13%

Shares52.8K

Event2026-03-31

Filed2026-04-23

EFA

ISHARES TR

-0.64%

Shares70.9K

Event2026-03-31

Filed2026-04-23

IWP

ISHARES TR

1.11%

Shares52.2K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

-0.74%

Shares35.9K

Event2026-03-31

Filed2026-04-23

GOLDMAN SACHS GROUP INC

0.38%

Shares6.6K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

133.81%

Shares7.9K

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC

8.54%

Shares13.4K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

7.14%

Shares14.3K

Event2026-03-31

Filed2026-04-23

IOO

ISHARES TR

0.29%

Shares29.6K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

0.00%

Shares9.9K

Event2026-03-31

Filed2026-04-23

CWB

SPDR SERIES TRUST

-1.42%

Shares30.2K

Event2026-03-31

Filed2026-04-23

FBND

FIDELITY MERRIMACK STR TR

-4.32%

Shares57.4K

Event2026-03-31

Filed2026-04-23

VWO

VANGUARD INTL EQUITY INDEX F

1.92%

Shares48.4K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

48.73%

Shares6.0K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

-4.70%

Shares4.5K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD INDEX FDS

0.02%

Shares4.8K

Event2026-03-31

Filed2026-04-23

IBIT

ISHARES BITCOIN TRUST ETF

53.17%

Shares52.9K

Event2026-03-31

Filed2026-04-23

IWM

ISHARES TR

-11.05%

Shares7.4K

Event2026-03-31

Filed2026-04-23

PFF

ISHARES TR

1.57%

Shares57.3K

Event2026-03-31

Filed2026-04-23

SCCO

SOUTHERN COPPER CORP

0.84%

Shares9.8K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-23

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares19.1K

Event2026-03-31

Filed2026-04-23

ALSN

ALLISON TRANSMISSION HLDGS I

0.00%

Shares12.1K

Event2026-03-31

Filed2026-04-23

XLE

SELECT SECTOR SPDR TR

0.42%

Shares22.9K

Event2026-03-31

Filed2026-04-23

XAR

SPDR SERIES TRUST

53.99%

Shares5.0K

Event2026-03-31

Filed2026-04-23

CQP

CHENIERE ENERGY PARTNERS L P

1.40%

Shares18.1K

Event2026-03-31

Filed2026-04-23

LMT

LOCKHEED MARTIN CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-23

SON

SONOCO PRODS CO

0.76%

Shares20.9K

Event2026-03-31

Filed2026-04-23

ALPS ETF TR

-11.61%

Shares21.2K

Event2026-03-31

Filed2026-04-23

IBM

INTERNATIONAL BUSINESS MACHS

0.04%

Shares4.6K

Event2026-03-31

Filed2026-04-23

PAVE

GLOBAL X FDS

0.39%

Shares21.8K

Event2026-03-31

Filed2026-04-23

GLTR

ABRDN PRECIOUS METALS BASKET

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

0.02%

Shares6.4K

Event2026-03-31

Filed2026-04-23

ITA

ISHARES TR

71.56%

Shares4.9K

Event2026-03-31

Filed2026-04-23

BROOKFIELD CORP

-20.60%

Shares25.5K

Event2026-03-31

Filed2026-04-23

GILD

GILEAD SCIENCES INC

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-23

CITIGROUP INC

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-23

XLU

SELECT SECTOR SPDR TR

0.00%

Shares20.4K

Event2026-03-31

Filed2026-04-23

PFXF

VANECK ETF TRUST

0.00%

Shares53.2K

Event2026-03-31

Filed2026-04-23

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-23

MINT

PIMCO ETF TR

0.09%

Shares9.1K

Event2026-03-31

Filed2026-04-23

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-23

IJR

ISHARES TR

-0.06%

Shares7.0K

Event2026-03-31

Filed2026-04-23

CSCO

CISCO SYS INC

0.00%

Shares10.9K

Event2026-03-31

Filed2026-04-23

IJH

ISHARES TR

0.20%

Shares12.0K

Event2026-03-31

Filed2026-04-23

XLF

SELECT SECTOR SPDR TR

-5.17%

Shares16.3K

Event2026-03-31

Filed2026-04-23

NNE

NANO NUCLEAR ENERGY INC

0.00%

Shares38.6K

Event2026-03-31

Filed2026-04-23

BLACKSTONE INC

2.69%

Shares6.8K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION

New

Shares3.7K

Event2026-03-31

Filed2026-04-23

MORGAN STANLEY

0.59%

Shares4.6K

Event2026-03-31

Filed2026-04-23

CONSOLIDATED EDISON INC

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-23

LAM RESEARCH CORP

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-23

NET

CLOUDFLARE INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-4.97%

Shares2.6K

Event2026-03-31

Filed2026-04-23

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-23

BLACKROCK INC

0.00%

Shares708

Event2026-03-31

Filed2026-04-23

COCA COLA CO

-13.80%

Shares8.7K

Event2026-03-31

Filed2026-04-23

NEE

NEXTERA ENERGY INC

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-23

LLY

ELI LILLY & CO

0.00%

Shares683

Event2026-03-31

Filed2026-04-23

PHILIP MORRIS INTL INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-23

LAMR

LAMAR ADVERTISING CO

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-23

IGV

ISHARES TR

New

Shares6.8K

Event2026-03-31

Filed2026-04-23

VOT

VANGUARD INDEX FDS

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-23

XBI

SPDR SERIES TRUST

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-23

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-23

AT&T INC

0.84%

Shares18.3K

Event2026-03-31

Filed2026-04-23

EEM

ISHARES TR

-8.67%

Shares9.3K

Event2026-03-31

Filed2026-04-23

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD TR

39.58%

Shares1.2K

Event2026-03-31

Filed2026-04-23