Sponsored

The Analysis of Prentice Wealth Management LLC's Holdings & P&L

Currently, Prentice Wealth Management LLC holds 115 types of securities in its portfolio with a total value $443.1M. In the most recent quarter, they have increased their positions in DBMF (+435.7K shares, valued at $13.1M), XLRE (+311.4K shares, valued at $12.7M), FLHY (+425.0K shares, valued at $10.3M); decreased their positions in VTI (-87.2K shares, valued at $28.0M), VYMI (-29.6K shares, valued at $2.8M), SCHP (-86.9K shares, valued at $2.3M); initiated new positions in DBMF (+435.7K shares, valued at $13.1M), DVYE (+255.9K shares, valued at $8.8M), N/A (+484.8K shares, valued at $5.6M).

1M P&L

+7.9M+1.80%

3M P&L

+7.2M+1.63%

HY P&L

+22.9M+5.38%

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/A361.2M

85.1%

2Consumer Electronics5.1M

1.2%

3Software - Infrastructure4.7M

1.1%

Top Industries by Stock Count

1N/A35 stocks

34.3%

2Semiconductors5 stocks

4.9%

3Software - Application5 stocks

4.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AGG ISHARES TR651.8K shares7.69%2026-03-312026-04-17

VTI VANGUARD INDEX FDS123.0K shares-41.50%2026-03-312026-04-17

VT VANGUARD INTL EQUITY INDEX F282.6K shares0.69%2026-03-312026-04-17

SCHP SCHWAB STRATEGIC TR1.0M shares-7.79%2026-03-312026-04-17

FLHY FRANKLIN TEMPLETON ETF TR1.0M shares72.52%2026-03-312026-04-17

EQWL INVESCO EXCHANGE TRADED FD T138.9K shares-4.87%2026-03-312026-04-17

XLRE SELECT SECTOR SPDR TR380.8K shares448.70%2026-03-312026-04-17

JEPI J P MORGAN EXCHANGE TRADED F241.7K shares-3.84%2026-03-312026-04-17

Sponsored

FLBL FRANKLIN TEMPLETON ETF TR584.0K shares0.22%2026-03-312026-04-17

VYMI VANGUARD WHITEHALL FDS139.5K shares-17.50%2026-03-312026-04-17

DBMF LITMAN GREGORY FDS TR435.7K sharesnew addition2026-03-312026-04-17

FDVV FIDELITY COVINGTON TRUST236.5K shares-9.11%2026-03-312026-04-17

VIG VANGUARD SPECIALIZED FUNDS46.5K shares-0.06%2026-03-312026-04-17

DVYE ISHARES INC255.9K sharesnew addition2026-03-312026-04-17

FLMI FRANKLIN TEMPLETON ETF TR289.2K shares11.17%2026-03-312026-04-17

PUTNAM ETF TRUST PUTNAM ETF TRUST484.8K sharesnew addition2026-03-312026-04-17

Sponsored

JMHI J P MORGAN EXCHANGE TRADED F108.4K shares-14.25%2026-03-312026-04-17

CGHM CAPITAL GRP FIXED INCM ETF T207.4K shares20.98%2026-03-312026-04-17

AAPL APPLE INC20.0K shares-3.25%2026-03-312026-04-17

SHYM BLACKROCK ETF TRUST II216.3K shares-1.13%2026-03-312026-04-17

GS GOLDMAN SACHS GROUP INC5.0K shares-0.04%2026-03-312026-04-17

USSG DBX ETF TR60.9K shares-7.42%2026-03-312026-04-17

MSFT MICROSOFT CORP9.4K shares-1.34%2026-03-312026-04-17

SCHM SCHWAB STRATEGIC TR108.5K shares-0.45%2026-03-312026-04-17

Sponsored

BROADCOM INC BROADCOM INC10.0K shares-0.57%2026-03-312026-04-17

VWO VANGUARD INTL EQUITY INDEX F57.4K shares-2.43%2026-03-312026-04-17

HYMB SPDR SERIES TRUST125.0K shares-3.53%2026-03-312026-04-17

NVDA NVIDIA CORPORATION16.4K shares14.39%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO9.2K shares-0.88%2026-03-312026-04-17

JMUB J P MORGAN EXCHANGE TRADED F51.8K shares-29.09%2026-03-312026-04-17

XOM EXXON MOBIL CORP14.2K shares-6.05%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.6K shares0.31%2026-03-312026-04-17

Sponsored

RTX RTX CORPORATION11.3K shares-2.46%2026-03-312026-04-17

ALPHABET INC ALPHABET INC6.4K shares-2.62%2026-03-312026-04-17

AMZN AMAZON COM INC8.5K shares-2.49%2026-03-312026-04-17

EVYM MORGAN STANLEY ETF TRUST35.6K shares-4.10%2026-03-312026-04-17

AOR ISHARES TR26.9K shares3.14%2026-03-312026-04-17

IBM INTERNATIONAL BUSINESS MACHS6.9K shares0.28%2026-03-312026-04-17

XLU SELECT SECTOR SPDR TR36.0K shares-0.21%2026-03-312026-04-17

IEF ISHARES TR16.1K shares-0.03%2026-03-312026-04-17

Sponsored

V VISA INC4.8K shares-2.72%2026-03-312026-04-17

ABBV ABBVIE INC6.6K shares0.09%2026-03-312026-04-17

WMT WALMART INC11.5K shares-14.21%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON5.6K shares-2.75%2026-03-312026-04-17

LLY ELI LILLY & CO1.4K shares-1.37%2026-03-312026-04-17

META META PLATFORMS INC2.2K shares0.46%2026-03-312026-04-17

MERCK & CO INC MERCK & CO INC10.1K shares-2.03%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION1.2K shares-26.14%2026-03-312026-04-17

Sponsored

AMP AMERIPRISE FINL INC2.7K shares-2.91%2026-03-312026-04-17

NEE NEXTERA ENERGY INC11.8K shares-3.94%2026-03-312026-04-17

MA MASTERCARD INCORPORATED2.1K shares-15.85%2026-03-312026-04-17

AOA ISHARES TR12.0K shares-16.30%2026-03-312026-04-17

SPTM SPDR SERIES TRUST13.1K shares9.97%2026-03-312026-04-17

GE AEROSPACE GE AEROSPACE3.3K shares-0.36%2026-03-312026-04-17

CVX CHEVRON CORPORATION4.5K shares-1.36%2026-03-312026-04-17

ALPHABET INC ALPHABET INC3.2K shares0.00%2026-03-312026-04-17

Sponsored

BAC BANK AMERICA CORP18.3K shares-0.32%2026-03-312026-04-17

CSCO CISCO SYS INC11.4K shares-1.30%2026-03-312026-04-17

KO COCA COLA CO10.5K shares-1.58%2026-03-312026-04-17

UNH UNITEDHEALTH GROUP INC2.9K shares1.32%2026-03-312026-04-17

PG PROCTER & GAMBLE CO5.4K shares0.41%2026-03-312026-04-17

HD HOME DEPOT INC2.4K shares0.93%2026-03-312026-04-17

ORCL ORACLE CORP5.3K shares1.45%2026-03-312026-04-17

MCD MCDONALDS CORP2.4K shares-0.61%2026-03-312026-04-17

Sponsored

LINDE PLC LINDE PLC1.5K shares0.54%2026-03-312026-04-17

WFC WELLS FARGO & CO9.3K shares-0.87%2026-03-312026-04-17

VZ VERIZON COMMUNICATIONS INC14.5K shares-6.69%2026-03-312026-04-17

PEP PEPSICO INC4.7K shares-0.26%2026-03-312026-04-17

BLACKSTONE INC BLACKSTONE INC6.3K shares1.30%2026-03-312026-04-17

BKNG BOOKING HOLDINGS INC155 shares0.65%2026-03-312026-04-17

DIS DISNEY WALT CO6.6K shares0.71%2026-03-312026-04-17

TSLA TESLA INC1.7K shares-0.12%2026-03-312026-04-17

Sponsored

PM PHILIP MORRIS INTL INC3.7K shares0.56%2026-03-312026-04-17

CRM SALESFORCE INC3.3K shares1.80%2026-03-312026-04-17

NFLX NETFLIX INC.6.2K shares4.32%2026-03-312026-04-17

T AT&T INC19.5K shares-1.52%2026-03-312026-04-17

ABT ABBOTT LABORATORIES5.3K shares0.95%2026-03-312026-04-17

VCRM VANGUARD MUN BD FDS7.0K shares6.18%2026-03-312026-04-17

GEV GE VERNOVA INC597 shares-0.50%2026-03-312026-04-17

QCOM QUALCOMM INC4.0K shares1.16%2026-03-312026-04-17

Sponsored

HON HONEYWELL INTL INC2.3K shares0.57%2026-03-312026-04-17

PLTR PALANTIR TECHNOLOGIES INC3.4K shares3.07%2026-03-312026-04-17

AMAT APPLIED MATLS INC1.4K shares-1.58%2026-03-312026-04-17

XLI SELECT SECTOR SPDR TR3.0K shares-6.83%2026-03-312026-04-17

CAT CATERPILLAR INC614 shares-2.38%2026-03-312026-04-17

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.1K shares3.63%2026-03-312026-04-17

MTB M & T BK CORP2.0K shares0.00%2026-03-312026-04-17

IVV ISHARES TR640 shares0.00%2026-03-312026-04-17

Sponsored

LHX L3HARRIS TECHNOLOGIES INC1.1K shares0.45%2026-03-312026-04-17

STZ CONSTELLATION BRANDS INC2.5K shares-3.92%2026-03-312026-04-17

LMT LOCKHEED MARTIN CORP627 shares1.46%2026-03-312026-04-17

INTU INTUIT876 shares3.06%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS619 shares1.64%2026-03-312026-04-17

ALL ALLSTATE CORP1.8K shares-8.39%2026-03-312026-04-17

MU MICRON TECHNOLOGY INC1.1K shares-46.13%2026-03-312026-04-17

VRT VERTIV HOLDINGS CO1.4K shares0.65%2026-03-312026-04-17

Sponsored

ISRG INTUITIVE SURGICAL INC734 shares1.66%2026-03-312026-04-17

AMD ADVANCED MICRO DEVICES INC1.6K shares-2.07%2026-03-312026-04-17

LOW LOWES COS INC1.3K shares-2.41%2026-03-312026-04-17

CITIGROUP INC CITIGROUP INC2.6K shares-8.14%2026-03-312026-04-17

NPO ENPRO INC1.2K shares-4.78%2026-03-312026-04-17

PAYX PAYCHEX INC3.2K shares65.61%2026-03-312026-04-17

AMGN AMGEN INC837 shares-4.45%2026-03-312026-04-17

SNOW SNOWFLAKE INC1.9K shares-5.02%2026-03-312026-04-17

Sponsored

CG CARLYLE GROUP INC5.9K shares0.79%2026-03-312026-04-17

JPST J P MORGAN EXCHANGE TRADED F5.3K shares-88.68%2026-03-312026-04-17

J JACOBS SOLUTIONS INC2.1K shares-7.71%2026-03-312026-04-17

BLACKROCK INC BLACKROCK INC269 shares0.00%2026-03-312026-04-17

SHW SHERWIN WILLIAMS CO729 shares-0.14%2026-03-312026-04-17

XLB SELECT SECTOR SPDR TR4.5K shares-10.52%2026-03-312026-04-17

DHR DANAHER CORP DEL1.2K shares-3.87%2026-03-312026-04-17

NOW SERVICENOW INC2.1K shares11.07%2026-03-312026-04-17

Sponsored

AOK ISHARES TR5.5K shares10.03%2026-03-312026-04-17

TXN TEXAS INSTRS INC1.1K shares-6.05%2026-03-312026-04-17

MDLZ MONDELEZ INTL INC3.6K sharesnew addition2026-03-312026-04-17

AGG

ISHARES TR

7.69%

Shares651.8K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

-41.50%

Shares123.0K

Event2026-03-31

Filed2026-04-17

VANGUARD INTL EQUITY INDEX F

0.69%

Shares282.6K

Event2026-03-31

Filed2026-04-17

SCHP

SCHWAB STRATEGIC TR

-7.79%

Shares1.0M

Event2026-03-31

Filed2026-04-17

FLHY

FRANKLIN TEMPLETON ETF TR

72.52%

Shares1.0M

Event2026-03-31

Filed2026-04-17

EQWL

INVESCO EXCHANGE TRADED FD T

-4.87%

Shares138.9K

Event2026-03-31

Filed2026-04-17

XLRE

SELECT SECTOR SPDR TR

448.70%

Shares380.8K

Event2026-03-31

Filed2026-04-17

JEPI

J P MORGAN EXCHANGE TRADED F

-3.84%

Shares241.7K

Event2026-03-31

Filed2026-04-17

FLBL

FRANKLIN TEMPLETON ETF TR

0.22%

Shares584.0K

Event2026-03-31

Filed2026-04-17

VYMI

VANGUARD WHITEHALL FDS

-17.50%

Shares139.5K

Event2026-03-31

Filed2026-04-17

DBMF

LITMAN GREGORY FDS TR

New

Shares435.7K

Event2026-03-31

Filed2026-04-17

FDVV

FIDELITY COVINGTON TRUST

-9.11%

Shares236.5K

Event2026-03-31

Filed2026-04-17

VIG

VANGUARD SPECIALIZED FUNDS

-0.06%

Shares46.5K

Event2026-03-31

Filed2026-04-17

DVYE

ISHARES INC

New

Shares255.9K

Event2026-03-31

Filed2026-04-17

FLMI

FRANKLIN TEMPLETON ETF TR

11.17%

Shares289.2K

Event2026-03-31

Filed2026-04-17

PUTNAM ETF TRUST

New

Shares484.8K

Event2026-03-31

Filed2026-04-17

JMHI

J P MORGAN EXCHANGE TRADED F

-14.25%

Shares108.4K

Event2026-03-31

Filed2026-04-17

CGHM

CAPITAL GRP FIXED INCM ETF T

20.98%

Shares207.4K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

-3.25%

Shares20.0K

Event2026-03-31

Filed2026-04-17

SHYM

BLACKROCK ETF TRUST II

-1.13%

Shares216.3K

Event2026-03-31

Filed2026-04-17

GOLDMAN SACHS GROUP INC

-0.04%

Shares5.0K

Event2026-03-31

Filed2026-04-17

USSG

DBX ETF TR

-7.42%

Shares60.9K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

-1.34%

Shares9.4K

Event2026-03-31

Filed2026-04-17

SCHM

SCHWAB STRATEGIC TR

-0.45%

Shares108.5K

Event2026-03-31

Filed2026-04-17

BROADCOM INC

-0.57%

Shares10.0K

Event2026-03-31

Filed2026-04-17

VWO

VANGUARD INTL EQUITY INDEX F

-2.43%

Shares57.4K

Event2026-03-31

Filed2026-04-17

HYMB

SPDR SERIES TRUST

-3.53%

Shares125.0K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

14.39%

Shares16.4K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

-0.88%

Shares9.2K

Event2026-03-31

Filed2026-04-17

JMUB

J P MORGAN EXCHANGE TRADED F

-29.09%

Shares51.8K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

-6.05%

Shares14.2K

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC DEL

0.31%

Shares4.6K

Event2026-03-31

Filed2026-04-17

RTX

RTX CORPORATION

-2.46%

Shares11.3K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-2.62%

Shares6.4K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

-2.49%

Shares8.5K

Event2026-03-31

Filed2026-04-17

EVYM

MORGAN STANLEY ETF TRUST

-4.10%

Shares35.6K

Event2026-03-31

Filed2026-04-17

AOR

ISHARES TR

3.14%

Shares26.9K

Event2026-03-31

Filed2026-04-17

IBM

INTERNATIONAL BUSINESS MACHS

0.28%

Shares6.9K

Event2026-03-31

Filed2026-04-17

XLU

SELECT SECTOR SPDR TR

-0.21%

Shares36.0K

Event2026-03-31

Filed2026-04-17

IEF

ISHARES TR

-0.03%

Shares16.1K

Event2026-03-31

Filed2026-04-17

VISA INC

-2.72%

Shares4.8K

Event2026-03-31

Filed2026-04-17

ABBV

ABBVIE INC

0.09%

Shares6.6K

Event2026-03-31

Filed2026-04-17

WMT

WALMART INC

-14.21%

Shares11.5K

Event2026-03-31

Filed2026-04-17

JNJ

JOHNSON & JOHNSON

-2.75%

Shares5.6K

Event2026-03-31

Filed2026-04-17

LLY

ELI LILLY & CO

-1.37%

Shares1.4K

Event2026-03-31

Filed2026-04-17

META

META PLATFORMS INC

0.46%

Shares2.2K

Event2026-03-31

Filed2026-04-17

MERCK & CO INC

-2.03%

Shares10.1K

Event2026-03-31

Filed2026-04-17

COST

COSTCO WHOLESALE CORPORATION

-26.14%

Shares1.2K

Event2026-03-31

Filed2026-04-17

AMP

AMERIPRISE FINL INC

-2.91%

Shares2.7K

Event2026-03-31

Filed2026-04-17

NEE

NEXTERA ENERGY INC

-3.94%

Shares11.8K

Event2026-03-31

Filed2026-04-17

MASTERCARD INCORPORATED

-15.85%

Shares2.1K

Event2026-03-31

Filed2026-04-17

AOA

ISHARES TR

-16.30%

Shares12.0K

Event2026-03-31

Filed2026-04-17

SPTM

SPDR SERIES TRUST

9.97%

Shares13.1K

Event2026-03-31

Filed2026-04-17

GE AEROSPACE

-0.36%

Shares3.3K

Event2026-03-31

Filed2026-04-17

CVX

CHEVRON CORPORATION

-1.36%

Shares4.5K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-17

BAC

BANK AMERICA CORP

-0.32%

Shares18.3K

Event2026-03-31

Filed2026-04-17

CSCO

CISCO SYS INC

-1.30%

Shares11.4K

Event2026-03-31

Filed2026-04-17

COCA COLA CO

-1.58%

Shares10.5K

Event2026-03-31

Filed2026-04-17

UNH

UNITEDHEALTH GROUP INC

1.32%

Shares2.9K

Event2026-03-31

Filed2026-04-17

PROCTER & GAMBLE CO

0.41%

Shares5.4K

Event2026-03-31

Filed2026-04-17

HOME DEPOT INC

0.93%

Shares2.4K

Event2026-03-31

Filed2026-04-17

ORCL

ORACLE CORP

1.45%

Shares5.3K

Event2026-03-31

Filed2026-04-17

MCD

MCDONALDS CORP

-0.61%

Shares2.4K

Event2026-03-31

Filed2026-04-17

LINDE PLC

0.54%

Shares1.5K

Event2026-03-31

Filed2026-04-17

WFC

WELLS FARGO & CO

-0.87%

Shares9.3K

Event2026-03-31

Filed2026-04-17

VERIZON COMMUNICATIONS INC

-6.69%

Shares14.5K

Event2026-03-31

Filed2026-04-17

PEP

PEPSICO INC

-0.26%

Shares4.7K

Event2026-03-31

Filed2026-04-17

BLACKSTONE INC

1.30%

Shares6.3K

Event2026-03-31

Filed2026-04-17

BKNG

BOOKING HOLDINGS INC

0.65%

Shares155

Event2026-03-31

Filed2026-04-17

DIS

DISNEY WALT CO

0.71%

Shares6.6K

Event2026-03-31

Filed2026-04-17

TSLA

TESLA INC

-0.12%

Shares1.7K

Event2026-03-31

Filed2026-04-17

PHILIP MORRIS INTL INC

0.56%

Shares3.7K

Event2026-03-31

Filed2026-04-17

CRM

SALESFORCE INC

1.80%

Shares3.3K

Event2026-03-31

Filed2026-04-17

NFLX

NETFLIX INC.

4.32%

Shares6.2K

Event2026-03-31

Filed2026-04-17

AT&T INC

-1.52%

Shares19.5K

Event2026-03-31

Filed2026-04-17

ABT

ABBOTT LABORATORIES

0.95%

Shares5.3K

Event2026-03-31

Filed2026-04-17

VCRM

VANGUARD MUN BD FDS

6.18%

Shares7.0K

Event2026-03-31

Filed2026-04-17

GEV

GE VERNOVA INC

-0.50%

Shares597

Event2026-03-31

Filed2026-04-17

QCOM

QUALCOMM INC

1.16%

Shares4.0K

Event2026-03-31

Filed2026-04-17

HON

HONEYWELL INTL INC

0.57%

Shares2.3K

Event2026-03-31

Filed2026-04-17

PLTR

PALANTIR TECHNOLOGIES INC

3.07%

Shares3.4K

Event2026-03-31

Filed2026-04-17

AMAT

APPLIED MATLS INC

-1.58%

Shares1.4K

Event2026-03-31

Filed2026-04-17

XLI

SELECT SECTOR SPDR TR

-6.83%

Shares3.0K

Event2026-03-31

Filed2026-04-17

CAT

CATERPILLAR INC

-2.38%

Shares614

Event2026-03-31

Filed2026-04-17

ACCENTURE PLC IRELAND

3.63%

Shares2.1K

Event2026-03-31

Filed2026-04-17

MTB

M & T BK CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-17

IVV

ISHARES TR

0.00%

Shares640

Event2026-03-31

Filed2026-04-17

LHX

L3HARRIS TECHNOLOGIES INC

0.45%

Shares1.1K

Event2026-03-31

Filed2026-04-17

STZ

CONSTELLATION BRANDS INC

-3.92%

Shares2.5K

Event2026-03-31

Filed2026-04-17

LMT

LOCKHEED MARTIN CORP

1.46%

Shares627

Event2026-03-31

Filed2026-04-17

INTU

INTUIT

3.06%

Shares876

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

1.64%

Shares619

Event2026-03-31

Filed2026-04-17

ALL

ALLSTATE CORP

-8.39%

Shares1.8K

Event2026-03-31

Filed2026-04-17

MICRON TECHNOLOGY INC

-46.13%

Shares1.1K

Event2026-03-31

Filed2026-04-17

VRT

VERTIV HOLDINGS CO

0.65%

Shares1.4K

Event2026-03-31

Filed2026-04-17

ISRG

INTUITIVE SURGICAL INC

1.66%

Shares734

Event2026-03-31

Filed2026-04-17

AMD

ADVANCED MICRO DEVICES INC

-2.07%

Shares1.6K

Event2026-03-31

Filed2026-04-17

LOW

LOWES COS INC

-2.41%

Shares1.3K

Event2026-03-31

Filed2026-04-17

CITIGROUP INC

-8.14%

Shares2.6K

Event2026-03-31

Filed2026-04-17

NPO

ENPRO INC

-4.78%

Shares1.2K

Event2026-03-31

Filed2026-04-17

PAYX

PAYCHEX INC

65.61%

Shares3.2K

Event2026-03-31

Filed2026-04-17

AMGN

AMGEN INC

-4.45%

Shares837

Event2026-03-31

Filed2026-04-17

SNOW

SNOWFLAKE INC

-5.02%

Shares1.9K

Event2026-03-31

Filed2026-04-17

CARLYLE GROUP INC

0.79%

Shares5.9K

Event2026-03-31

Filed2026-04-17

JPST

J P MORGAN EXCHANGE TRADED F

-88.68%

Shares5.3K

Event2026-03-31

Filed2026-04-17

JACOBS SOLUTIONS INC

-7.71%

Shares2.1K

Event2026-03-31

Filed2026-04-17

BLACKROCK INC

0.00%

Shares269

Event2026-03-31

Filed2026-04-17

SHW

SHERWIN WILLIAMS CO

-0.14%

Shares729

Event2026-03-31

Filed2026-04-17

XLB

SELECT SECTOR SPDR TR

-10.52%

Shares4.5K

Event2026-03-31

Filed2026-04-17

DHR

DANAHER CORP DEL

-3.87%

Shares1.2K

Event2026-03-31

Filed2026-04-17

NOW

SERVICENOW INC

11.07%

Shares2.1K

Event2026-03-31

Filed2026-04-17

AOK

ISHARES TR

10.03%

Shares5.5K

Event2026-03-31

Filed2026-04-17

TXN

TEXAS INSTRS INC

-6.05%

Shares1.1K

Event2026-03-31

Filed2026-04-17

MDLZ

MONDELEZ INTL INC

New

Shares3.6K

Event2026-03-31

Filed2026-04-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION2.2K sharesnew addition2026-03-312026-04-17

NPO Put PutENPRO INC1.1K shares0.00%2026-03-312026-04-17

NVDA Put

NVIDIA CORPORATION

New

Shares2.2K

Event2026-03-31

Filed2026-04-17

NPO Put

ENPRO INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-17