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


Currently, Prestige Wealth Management Group LLC holds 1123 types of securities in its portfolio with a total value $509.3M. In the most recent quarter, they have increased their positions in MBB (+314.3K shares, valued at $29.8M), XLY (+114.1K shares, valued at $12.4M), XLC (+107.0K shares, valued at $11.9M); decreased their positions in USHY (-751.7K shares, valued at $27.7M), XLP (-165.1K shares, valued at $13.5M), XLF (-139.5K shares, valued at $6.9M); initiated new positions in MOG.A (+880 shares, valued at $257.5K), XLRE (+4.1K shares, valued at $168.4K), EWY (+200 shares, valued at $24.6K).


1M P&L
+15.9M+3.06%
3M P&L
-20.6M-3.71%
HY P&L
-11.1M-2.04%

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/A317.6M
65.4%
2Consumer Electronics26.2M
5.4%
3Drug Manufacturers - General20.5M
4.2%

Top Industries by Stock Count

1N/A124 stocks
11.8%
2Banks - Regional39 stocks
3.7%
3Software - Application32 stocks
3.1%
Stock Holdings
DGRW
WISDOMTREE TR
-3.16%
Shares603.6K
Event2026-03-31
Filed2026-05-13
ICVT
ISHARES TR
0.87%
Shares297.6K
Event2026-03-31
Filed2026-05-13
BND
VANGUARD BD INDEX FDS
5.74%
Shares410.9K
Event2026-03-31
Filed2026-05-13
MBB
ISHARES TR
17959.49%
Shares316.0K
Event2026-03-31
Filed2026-05-13
AGGY
WISDOMTREE TR
8.10%
Shares686.1K
Event2026-03-31
Filed2026-05-13
AAPL
APPLE INC
-0.48%
Shares103.3K
Event2026-03-31
Filed2026-05-13
QGRW
WISDOMTREE TR
-6.10%
Shares359.3K
Event2026-03-31
Filed2026-05-13
XLC
SELECT SECTOR SPDR TR
164.55%
Shares172.1K
Event2026-03-31
Filed2026-05-13
CL
COLGATE PALMOLIVE CO
0.06%
Shares147.2K
Event2026-03-31
Filed2026-05-13
XLY
SELECT SECTOR SPDR TR
17397.10%
Shares114.8K
Event2026-03-31
Filed2026-05-13
VTV
VANGUARD INDEX FDS
2.96%
Shares54.2K
Event2026-03-31
Filed2026-05-13
XLV
SELECT SECTOR SPDR TR
-0.50%
Shares61.2K
Event2026-03-31
Filed2026-05-13
MSFT
MICROSOFT CORP
-2.94%
Shares24.2K
Event2026-03-31
Filed2026-05-13
JNJ
JOHNSON & JOHNSON
-1.60%
Shares33.5K
Event2026-03-31
Filed2026-05-13
MDYV
SPDR SERIES TRUST
-2.37%
Shares94.7K
Event2026-03-31
Filed2026-05-13
VUG
VANGUARD INDEX FDS
-15.56%
Shares15.1K
Event2026-03-31
Filed2026-05-13
MDYG
SPDR SERIES TRUST
-2.63%
Shares67.6K
Event2026-03-31
Filed2026-05-13
ALPHABET INC
ALPHABET INC
-15.15%
Shares21.9K
Event2026-03-31
Filed2026-05-13
XLK
SELECT SECTOR SPDR TR
-12.30%
Shares46.8K
Event2026-03-31
Filed2026-05-13
MMIT
NEW YORK LIFE INVTS ACTIVE E
12.71%
Shares241.7K
Event2026-03-31
Filed2026-05-13
XLF
SELECT SECTOR SPDR TR
-54.53%
Shares116.3K
Event2026-03-31
Filed2026-05-13
NVDA
NVIDIA CORPORATION
-17.03%
Shares30.8K
Event2026-03-31
Filed2026-05-13
MERCK & CO INC
MERCK & CO INC
1.15%
Shares37.1K
Event2026-03-31
Filed2026-05-13
LLY
ELI LILLY & CO
-0.25%
Shares4.9K
Event2026-03-31
Filed2026-05-13
XOM
EXXON MOBIL CORP
0.80%
Shares26.1K
Event2026-03-31
Filed2026-05-13
JPM
JPMORGAN CHASE & CO
-1.43%
Shares14.8K
Event2026-03-31
Filed2026-05-13
FMB
FIRST TR EXCH TRADED FD III
13.12%
Shares83.7K
Event2026-03-31
Filed2026-05-13
BROADCOM INC
BROADCOM INC
-1.80%
Shares12.9K
Event2026-03-31
Filed2026-05-13
ABBV
ABBVIE INC
-0.37%
Shares17.3K
Event2026-03-31
Filed2026-05-13
AMZN
AMAZON COM INC
-12.62%
Shares17.3K
Event2026-03-31
Filed2026-05-13
SLYV
SPDR SERIES TRUST
0.55%
Shares36.3K
Event2026-03-31
Filed2026-05-13
WMT
WALMART INC
-1.32%
Shares27.2K
Event2026-03-31
Filed2026-05-13
SLYG
SPDR SERIES TRUST
0.89%
Shares34.6K
Event2026-03-31
Filed2026-05-13
V
VISA INC
-2.52%
Shares10.2K
Event2026-03-31
Filed2026-05-13
COST
COSTCO WHOLESALE CORPORATION
-0.53%
Shares2.6K
Event2026-03-31
Filed2026-05-13
SKYY
FIRST TR EXCHANGE-TRADED FD
-4.06%
Shares22.2K
Event2026-03-31
Filed2026-05-13
BAC
BANK AMERICA CORP
-1.10%
Shares48.7K
Event2026-03-31
Filed2026-05-13
IEF
ISHARES TR
338.46%
Shares24.4K
Event2026-03-31
Filed2026-05-13
SCHB
SCHWAB STRATEGIC TR
-7.49%
Shares88.0K
Event2026-03-31
Filed2026-05-13
VTEB
VANGUARD MUN BD FDS
-15.92%
Shares44.2K
Event2026-03-31
Filed2026-05-13
META
META PLATFORMS INC
-3.59%
Shares3.7K
Event2026-03-31
Filed2026-05-13
HD
HOME DEPOT INC
2.40%
Shares6.1K
Event2026-03-31
Filed2026-05-13
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-13
TSLA
TESLA INC
0.02%
Shares5.0K
Event2026-03-31
Filed2026-05-13
CAT
CATERPILLAR INC
-2.04%
Shares2.6K
Event2026-03-31
Filed2026-05-13
MUNI
PIMCO ETF TR
-7.60%
Shares34.9K
Event2026-03-31
Filed2026-05-13
WELL
WELLTOWER INC
7866.67%
Shares9.1K
Event2026-03-31
Filed2026-05-13
PLD
PROLOGIS INC.
1700.28%
Shares12.7K
Event2026-03-31
Filed2026-05-13
ORCL
ORACLE CORP
-0.98%
Shares11.4K
Event2026-03-31
Filed2026-05-13
SCHG
SCHWAB STRATEGIC TR
-13.07%
Shares52.9K
Event2026-03-31
Filed2026-05-13
BMY
BRISTOL-MYERS SQUIBB CO
-3.34%
Shares22.9K
Event2026-03-31
Filed2026-05-13
PEG
PUBLIC SVC ENTERPRISE GROUP
-0.12%
Shares16.9K
Event2026-03-31
Filed2026-05-13
NFLX
NETFLIX INC.
-0.29%
Shares14.1K
Event2026-03-31
Filed2026-05-13
UNH
UNITEDHEALTH GROUP INC
2.50%
Shares5.0K
Event2026-03-31
Filed2026-05-13
GS
GOLDMAN SACHS GROUP INC
-1.49%
Shares1.6K
Event2026-03-31
Filed2026-05-13
MA
MASTERCARD INCORPORATED
-1.24%
Shares2.6K
Event2026-03-31
Filed2026-05-13
EQIX
EQUINIX INC
5678.26%
Shares1.3K
Event2026-03-31
Filed2026-05-13
PG
PROCTER & GAMBLE CO
1.04%
Shares8.4K
Event2026-03-31
Filed2026-05-13
ADP
AUTOMATIC DATA PROCESSING IN
0.26%
Shares5.8K
Event2026-03-31
Filed2026-05-13
AMGN
AMGEN INC
-2.83%
Shares3.1K
Event2026-03-31
Filed2026-05-13
MCK
MCKESSON CORP
-4.20%
Shares1.2K
Event2026-03-31
Filed2026-05-13
VRT
VERTIV HOLDINGS CO
-21.20%
Shares4.2K
Event2026-03-31
Filed2026-05-13
AMT
AMERICAN TOWER CORP
5582.86%
Shares6.0K
Event2026-03-31
Filed2026-05-13
AMAT
APPLIED MATLS INC
0.17%
Shares3.0K
Event2026-03-31
Filed2026-05-13
LMT
LOCKHEED MARTIN CORP
-0.78%
Shares1.7K
Event2026-03-31
Filed2026-05-13
USFR
WISDOMTREE TR
89.00%
Shares19.5K
Event2026-03-31
Filed2026-05-13
DFUS
DIMENSIONAL ETF TRUST
-1.96%
Shares13.9K
Event2026-03-31
Filed2026-05-13
NEE
NEXTERA ENERGY INC
1.97%
Shares10.5K
Event2026-03-31
Filed2026-05-13
ABT
ABBOTT LABORATORIES
0.64%
Shares9.4K
Event2026-03-31
Filed2026-05-13
MCD
MCDONALDS CORP
-0.69%
Shares3.0K
Event2026-03-31
Filed2026-05-13
CSCO
CISCO SYS INC
-2.03%
Shares11.8K
Event2026-03-31
Filed2026-05-13
LINDE PLC
LINDE PLC
-78.34%
Shares1.8K
Event2026-03-31
Filed2026-05-13
EATON CORP PLC
EATON CORP PLC
0.68%
Shares2.5K
Event2026-03-31
Filed2026-05-13
DLR
DIGITAL RLTY TR INC
3080.67%
Shares4.8K
Event2026-03-31
Filed2026-05-13
KO
COCA COLA CO
0.14%
Shares11.1K
Event2026-03-31
Filed2026-05-13
MGK
VANGUARD WORLD FD
-10.23%
Shares2.3K
Event2026-03-31
Filed2026-05-13
O
REALTY INCOME CORP
1408.51%
Shares13.3K
Event2026-03-31
Filed2026-05-13
HON
HONEYWELL INTL INC
1.78%
Shares3.6K
Event2026-03-31
Filed2026-05-13
UNP
UNION PAC CORP
0.85%
Shares3.3K
Event2026-03-31
Filed2026-05-13
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-5.76%
Shares2.4K
Event2026-03-31
Filed2026-05-13
SPG
SIMON PPTY GROUP INC NEW
15481.48%
Shares4.2K
Event2026-03-31
Filed2026-05-13
MEDTRONIC PLC
MEDTRONIC PLC
-0.28%
Shares8.2K
Event2026-03-31
Filed2026-05-13
COP
CONOCOPHILLIPS
514.45%
Shares5.3K
Event2026-03-31
Filed2026-05-13
TMO
THERMO FISHER SCIENTIFIC INC
-1.53%
Shares1.3K
Event2026-03-31
Filed2026-05-13
PFE
PFIZER INC
2.08%
Shares23.6K
Event2026-03-31
Filed2026-05-13
DHR
DANAHER CORP DEL
1.37%
Shares3.5K
Event2026-03-31
Filed2026-05-13
GILD
GILEAD SCIENCES INC
-0.46%
Shares4.7K
Event2026-03-31
Filed2026-05-13
SYK
STRYKER CORPORATION
-1.33%
Shares2.0K
Event2026-03-31
Filed2026-05-13
PEP
PEPSICO INC
5.27%
Shares4.1K
Event2026-03-31
Filed2026-05-13
PSA
PUBLIC STORAGE OPER CO
2925.33%
Shares2.3K
Event2026-03-31
Filed2026-05-13
MS
MORGAN STANLEY
-2.25%
Shares3.6K
Event2026-03-31
Filed2026-05-13
VIG
VANGUARD SPECIALIZED FUNDS
0.79%
Shares2.7K
Event2026-03-31
Filed2026-05-13
LNG
CHENIERE ENERGY INC
3940.00%
Shares2.0K
Event2026-03-31
Filed2026-05-13
EME
EMCOR GROUP INC
-2.64%
Shares774
Event2026-03-31
Filed2026-05-13
KLAC
KLA CORP
-0.52%
Shares386
Event2026-03-31
Filed2026-05-13
GE AEROSPACE
GE AEROSPACE
0.54%
Shares1.9K
Event2026-03-31
Filed2026-05-13
VTR
VENTAS INC
1485.37%
Shares6.5K
Event2026-03-31
Filed2026-05-13
CEG
CONSTELLATION ENERGY CORP
-0.05%
Shares1.9K
Event2026-03-31
Filed2026-05-13
ISRG
INTUITIVE SURGICAL INC
-0.27%
Shares1.1K
Event2026-03-31
Filed2026-05-13
CBRE
CBRE GROUP INC
10860.00%
Shares3.8K
Event2026-03-31
Filed2026-05-13
HCA
HCA HEALTHCARE INC
-1.56%
Shares1.1K
Event2026-03-31
Filed2026-05-13
QCOM
QUALCOMM INC
-1.92%
Shares3.9K
Event2026-03-31
Filed2026-05-13
CROWN CASTLE INC
CROWN CASTLE INC
1643.19%
Shares6.0K
Event2026-03-31
Filed2026-05-13
IWP
ISHARES TR
-6.69%
Shares3.8K
Event2026-03-31
Filed2026-05-13
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-2.30%
Shares765
Event2026-03-31
Filed2026-05-13
ADI
ANALOG DEVICES INC
-1.39%
Shares1.4K
Event2026-03-31
Filed2026-05-13
ULST
SSGA ACTIVE ETF TR
0.65%
Shares11.1K
Event2026-03-31
Filed2026-05-13
BIV
VANGUARD BD INDEX FDS
-31.16%
Shares5.8K
Event2026-03-31
Filed2026-05-13
BLACKROCK INC
BLACKROCK INC
1.10%
Shares458
Event2026-03-31
Filed2026-05-13
SPGI
S&P GLOBAL INC
8.77%
Shares1.0K
Event2026-03-31
Filed2026-05-13
USHY
ISHARES TR
-98.45%
Shares11.8K
Event2026-03-31
Filed2026-05-13
T
AT&T INC
0.28%
Shares14.9K
Event2026-03-31
Filed2026-05-13
CB
CHUBB LTD SWITZ
-1.06%
Shares1.3K
Event2026-03-31
Filed2026-05-13
APH
AMPHENOL CORP
-1.55%
Shares3.4K
Event2026-03-31
Filed2026-05-13
LOW
LOWES COS INC
-1.37%
Shares1.8K
Event2026-03-31
Filed2026-05-13
WM
WASTE MGMT INC DEL
-1.86%
Shares1.8K
Event2026-03-31
Filed2026-05-13
MGV
VANGUARD WORLD FD
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-13
VICI
VICI PPTYS INC
8032.24%
Shares14.9K
Event2026-03-31
Filed2026-05-13
GEV
GE VERNOVA INC
710.71%
Shares454
Event2026-03-31
Filed2026-05-13
RTX
RTX CORPORATION
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-13
CVS
CVS HEALTH CORP
-0.09%
Shares5.3K
Event2026-03-31
Filed2026-05-13
VRTX
VERTEX PHARMACEUTICALS INC
-1.28%
Shares847
Event2026-03-31
Filed2026-05-13
THC
TENET HEALTHCARE CORP
-0.10%
Shares2.0K
Event2026-03-31
Filed2026-05-13
CVX
CHEVRON CORPORATION
5.04%
Shares1.8K
Event2026-03-31
Filed2026-05-13
SCHM
SCHWAB STRATEGIC TR
0.00%
Shares11.7K
Event2026-03-31
Filed2026-05-13
IRM
IRON MTN INC DEL
2289.86%
Shares3.5K
Event2026-03-31
Filed2026-05-13
VTI
VANGUARD INDEX FDS
1.01%
Shares1.1K
Event2026-03-31
Filed2026-05-13
SCHV
SCHWAB STRATEGIC TR
0.00%
Shares11.5K
Event2026-03-31
Filed2026-05-13
EXR
EXTRA SPACE STORAGE INC
4335.59%
Shares2.6K
Event2026-03-31
Filed2026-05-13
TXN
TEXAS INSTRS INC
0.40%
Shares1.8K
Event2026-03-31
Filed2026-05-13
VZ
VERIZON COMMUNICATIONS INC
-3.81%
Shares6.6K
Event2026-03-31
Filed2026-05-13
VOX
VANGUARD WORLD FD
-0.22%
Shares1.8K
Event2026-03-31
Filed2026-05-13
SBUX
STARBUCKS CORP
0.22%
Shares3.6K
Event2026-03-31
Filed2026-05-13
MO
ALTRIA GROUP INC
1.91%
Shares4.8K
Event2026-03-31
Filed2026-05-13
ALPHABET INC
ALPHABET INC
-14.16%
Shares1.1K
Event2026-03-31
Filed2026-05-13
INTU
INTUIT
-2.91%
Shares733
Event2026-03-31
Filed2026-05-13
CME
CME GROUP INC
-3.38%
Shares1.1K
Event2026-03-31
Filed2026-05-13
SHW
SHERWIN WILLIAMS CO
-77.92%
Shares971
Event2026-03-31
Filed2026-05-13
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
2.55%
Shares1.5K
Event2026-03-31
Filed2026-05-13
AVB
AVALONBAY CMNTYS INC
2070.73%
Shares1.8K
Event2026-03-31
Filed2026-05-13
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
37100.00%
Shares744
Event2026-03-31
Filed2026-05-13
OKLO
OKLO INC
0.57%
Shares5.8K
Event2026-03-31
Filed2026-05-13
SBAC
SBA COMMUNICATIONS CORP
1030.41%
Shares1.7K
Event2026-03-31
Filed2026-05-13
BSX
BOSTON SCIENTIFIC CORP
-3.57%
Shares4.6K
Event2026-03-31
Filed2026-05-13
IWF
ISHARES TR
-18.98%
Shares670
Event2026-03-31
Filed2026-05-13
PSN
PARSONS CORP DEL
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-13
APD
AIR PRODUCTS AND CHEMICALS I
-77.00%
Shares954
Event2026-03-31
Filed2026-05-13
EQR
EQUITY RESIDENTIAL
20845.45%
Shares4.6K
Event2026-03-31
Filed2026-05-13
ETR
ENTERGY CORP NEW
-3.28%
Shares2.4K
Event2026-03-31
Filed2026-05-13
MOG.A
MOOG INC
New
Shares880
Event2026-03-31
Filed2026-05-13
BR
BROADRIDGE FINL SOLUTIONS IN
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-13
ICE
INTERCONTINENTAL EXCHANGE IN
-1.79%
Shares1.6K
Event2026-03-31
Filed2026-05-13
CSGP
COSTAR GROUP INC
10113.56%
Shares6.0K
Event2026-03-31
Filed2026-05-13
MMC
MARSH & MCLENNAN COS INC
-1.00%
Shares1.4K
Event2026-03-31
Filed2026-05-13
CITIGROUP INC
CITIGROUP INC
5.75%
Shares2.0K
Event2026-03-31
Filed2026-05-13
BK
BANK NEW YORK MELLON CORP
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-13
AXP
AMERICAN EXPRESS CO
-58.43%
Shares713
Event2026-03-31
Filed2026-05-13
IWB
ISHARES TR
-4.00%
Shares600
Event2026-03-31
Filed2026-05-13
CMCSA
COMCAST CORP NEW
-5.79%
Shares7.2K
Event2026-03-31
Filed2026-05-13
NVS
NOVARTIS AG
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-13
MAA
MID-AMER APT CMNTYS INC
6420.00%
Shares1.6K
Event2026-03-31
Filed2026-05-13
BA
BOEING CO
3.95%
Shares999
Event2026-03-31
Filed2026-05-13
IJH
ISHARES TR
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-13
MDLZ
MONDELEZ INTL INC
7.09%
Shares3.2K
Event2026-03-31
Filed2026-05-13
DIS
DISNEY WALT CO
0.64%
Shares1.9K
Event2026-03-31
Filed2026-05-13
NOC
NORTHROP GRUMMAN CORP
-7.90%
Shares268
Event2026-03-31
Filed2026-05-13
WY
WEYERHAEUSER CO
21282.86%
Shares7.5K
Event2026-03-31
Filed2026-05-13
XLRE
SELECT SECTOR SPDR TR
New
Shares4.1K
Event2026-03-31
Filed2026-05-13
RF
REGIONS FINANCIAL CORP NEW
-0.03%
Shares6.3K
Event2026-03-31
Filed2026-05-13
SPTM
SPDR SERIES TRUST
-4.77%
Shares2.1K
Event2026-03-31
Filed2026-05-13
URI
UNITED RENTALS INC
-6.25%
Shares225
Event2026-03-31
Filed2026-05-13
NFG
NATIONAL FUEL GAS CO
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-13
IWS
ISHARES TR
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-13
XTL
SPDR SERIES TRUST
-25.81%
Shares822
Event2026-03-31
Filed2026-05-13
PPL
PPL CORP
774.94%
Shares3.9K
Event2026-03-31
Filed2026-05-13
IWV
ISHARES TR
0.25%
Shares406
Event2026-03-31
Filed2026-05-13
ELV
ELEVANCE HEALTH INC FORMERLY
2.64%
Shares505
Event2026-03-31
Filed2026-05-13
WFC
WELLS FARGO & CO
11.37%
Shares1.9K
Event2026-03-31
Filed2026-05-13
TRV
TRAVELERS COMPANIES INC
-12.96%
Shares497
Event2026-03-31
Filed2026-05-13
AMD
ADVANCED MICRO DEVICES INC
2.17%
Shares706
Event2026-03-31
Filed2026-05-13
SPY
STATE STR SPDR S&P 500 ETF T
-34.46%
Shares213
Event2026-03-31
Filed2026-05-13
TJX
TJX COS INC NEW
13.01%
Shares825
Event2026-03-31
Filed2026-05-13
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
0.00%
Shares11.3K
Event2026-03-31
Filed2026-05-13
MAR
MARRIOTT INTL INC NEW
-27.14%
Shares400
Event2026-03-31
Filed2026-05-13
IEFA
ISHARES TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-13
THE CIGNA GROUP
THE CIGNA GROUP
-2.45%
Shares477
Event2026-03-31
Filed2026-05-13
TEM
TEMPUS AI INC
7.69%
Shares2.8K
Event2026-03-31
Filed2026-05-13
IJR
ISHARES TR
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-13
SPBO
SPDR SERIES TRUST
-41.39%
Shares4.3K
Event2026-03-31
Filed2026-05-13
GM
GENERAL MTRS CO
2.26%
Shares1.6K
Event2026-03-31
Filed2026-05-13
VLO
VALERO ENERGY CORP
0.00%
Shares489
Event2026-03-31
Filed2026-05-13
SPYG
SPDR SERIES TRUST
-3.93%
Shares1.2K
Event2026-03-31
Filed2026-05-13
AHR
AMERICAN HEALTHCARE REIT INC
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-13
XLP
SELECT SECTOR SPDR TR
-99.14%
Shares1.4K
Event2026-03-31
Filed2026-05-13
IBM
INTERNATIONAL BUSINESS MACHS
0.00%
Shares487
Event2026-03-31
Filed2026-05-13
PSX
PHILLIPS 66
76.82%
Shares633
Event2026-03-31
Filed2026-05-13
SCHD
SCHWAB STRATEGIC TR
0.00%
Shares3.7K
Event2026-03-31
Filed2026-05-13
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
0.00%
Shares976
Event2026-03-31
Filed2026-05-13
PRU
PRUDENTIAL FINL INC
-9.87%
Shares1.1K
Event2026-03-31
Filed2026-05-13
TXT
TEXTRON INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-13
MU
MICRON TECHNOLOGY INC
-6.01%
Shares313
Event2026-03-31
Filed2026-05-13
PNW
PINNACLE WEST CAP CORP
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-13
SCHZ
SCHWAB STRATEGIC TR
-57.16%
Shares4.4K
Event2026-03-31
Filed2026-05-13
MKL
MARKEL GROUP INC
0.00%
Shares50
Event2026-03-31
Filed2026-05-13
WISDOMTREE TR
WISDOMTREE TR
-37.50%
Shares1.9K
Event2026-03-31
Filed2026-05-13
SUSA
ISHARES TR
-1.41%
Shares698
Event2026-03-31
Filed2026-05-13
CDW
CDW CORP
-0.40%
Shares750
Event2026-03-31
Filed2026-05-13
SRE
SEMPRA
-10.27%
Shares926
Event2026-03-31
Filed2026-05-13
AIG
AMERICAN INTL GROUP INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-13
DELL
DELL TECHNOLOGIES INC
0.00%
Shares533
Event2026-03-31
Filed2026-05-13
RCL
ROYAL CARIBBEAN GROUP
0.00%
Shares310
Event2026-03-31
Filed2026-05-13
MSI
MOTOROLA SOLUTIONS INC
-6.19%
Shares197
Event2026-03-31
Filed2026-05-13
NSC
NORFOLK SOUTHN CORP
-6.94%
Shares295
Event2026-03-31
Filed2026-05-13
TOTL
SSGA ACTIVE ETF TR
-18.11%
Shares2.1K
Event2026-03-31
Filed2026-05-13
HIG
HARTFORD INSURANCE GROUP INC
0.00%
Shares600
Event2026-03-31
Filed2026-05-13
IEMG
ISHARES INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-13
MINT
PIMCO ETF TR
0.00%
Shares800
Event2026-03-31
Filed2026-05-13
NXPI
NXP SEMICONDUCTORS N V
-0.98%
Shares403
Event2026-03-31
Filed2026-05-13
PNC
PNC FINL SVCS GROUP INC
-15.11%
Shares382
Event2026-03-31
Filed2026-05-13
DXJ
WISDOMTREE TR
0.00%
Shares500
Event2026-03-31
Filed2026-05-13
EXC
EXELON CORP
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-13
PGR
PROGRESSIVE CORP
0.00%
Shares382
Event2026-03-31
Filed2026-05-13
EMR
EMERSON ELEC CO
-4.01%
Shares574
Event2026-03-31
Filed2026-05-13
ALNY
ALNYLAM PHARMACEUTICALS INC
30.64%
Shares226
Event2026-03-31
Filed2026-05-13
IEI
ISHARES TR
-37.50%
Shares625
Event2026-03-31
Filed2026-05-13
TXRH
TEXAS ROADHOUSE INC
0.00%
Shares447
Event2026-03-31
Filed2026-05-13
TMUS
T-MOBILE US INC
-1.70%
Shares346
Event2026-03-31
Filed2026-05-13
XYL
XYLEM INC
0.00%
Shares600
Event2026-03-31
Filed2026-05-13
WBD
WARNER BROS DISCOVERY INC
-4.24%
Shares2.6K
Event2026-03-31
Filed2026-05-13
RL
RALPH LAUREN CORP
0.00%
Shares200
Event2026-03-31
Filed2026-05-13
INVESCO QQQ TR
INVESCO QQQ TR
-48.00%
Shares117
Event2026-03-31
Filed2026-05-13
PLTR
PALANTIR TECHNOLOGIES INC
4.87%
Shares452
Event2026-03-31
Filed2026-05-13
WDC
WESTERN DIGITAL CORP
0.00%
Shares241
Event2026-03-31
Filed2026-05-13
BIIB
BIOGEN INC
0.00%
Shares346
Event2026-03-31
Filed2026-05-13
PM
PHILIP MORRIS INTL INC
12.61%
Shares375
Event2026-03-31
Filed2026-05-13
ATI
ATI INC
0.00%
Shares420
Event2026-03-31
Filed2026-05-13
ITT INC
ITT INC
0.00%
Shares312
Event2026-03-31
Filed2026-05-13
ED
CONSOLIDATED EDISON INC
0.00%
Shares521
Event2026-03-31
Filed2026-05-13
LITE
LUMENTUM HLDGS INC
-2.35%
Shares83
Event2026-03-31
Filed2026-05-13
UBER
UBER TECHNOLOGIES INC
-84.26%
Shares799
Event2026-03-31
Filed2026-05-13
NOW
SERVICENOW INC
-11.80%
Shares538
Event2026-03-31
Filed2026-05-13
LAM RESEARCH CORP
LAM RESEARCH CORP
-19.00%
Shares260
Event2026-03-31
Filed2026-05-13
MPC
MARATHON PETE CORP
0.00%
Shares226
Event2026-03-31
Filed2026-05-13
JCI
JOHNSON CONTROLS INTERNATION
-12.13%
Shares420
Event2026-03-31
Filed2026-05-13
INTC
INTEL CORP
6.58%
Shares1.2K
Event2026-03-31
Filed2026-05-13
LHX
L3HARRIS TECHNOLOGIES INC
0.00%
Shares159
Event2026-03-31
Filed2026-05-13
ALL
ALLSTATE CORP
-81.69%
Shares263
Event2026-03-31
Filed2026-05-13
SCHX
SCHWAB STRATEGIC TR
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-13
CCL
CARNIVAL CORP
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-13
DE
DEERE & CO
30.14%
Shares95
Event2026-03-31
Filed2026-05-13
UNILEVER PLC
UNILEVER PLC
0.00%
Shares918
Event2026-03-31
Filed2026-05-13
BN
BROOKFIELD CORP
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-13
CLOU
GLOBAL X FDS
-0.60%
Shares2.6K
Event2026-03-31
Filed2026-05-13
ITA
ISHARES TR
6.82%
Shares235
Event2026-03-31
Filed2026-05-13
APRW
AIM ETF PRODUCTS TRUST
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-13
XEL
XCEL ENERGY INC
0.00%
Shares631
Event2026-03-31
Filed2026-05-13
PECO
PHILLIPS EDISON & CO INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-13
MMM
3M CO
0.00%
Shares341
Event2026-03-31
Filed2026-05-13
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
0.00%
Shares142
Event2026-03-31
Filed2026-05-13
REGN
REGENERON PHARMACEUTICALS
3.28%
Shares63
Event2026-03-31
Filed2026-05-13
DG
DOLLAR GEN CORP
-2.39%
Shares408
Event2026-03-31
Filed2026-05-13
KMB
KIMBERLY-CLARK CORP
-0.80%
Shares494
Event2026-03-31
Filed2026-05-13
PHG
KONINKLIJKE PHILIPS N V
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-13
IP
INTERNATIONAL PAPER CO
-87.33%
Shares1.2K
Event2026-03-31
Filed2026-05-13
FIS
FIDELITY NATL INFORMATION SV
-1.06%
Shares931
Event2026-03-31
Filed2026-05-13
JCPB
J P MORGAN EXCHANGE TRADED F
0.00%
Shares920
Event2026-03-31
Filed2026-05-13
KHC
KRAFT HEINZ CO
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-13
IWD
ISHARES TR
0.00%
Shares201
Event2026-03-31
Filed2026-05-13
COHERENT CORP
COHERENT CORP
0.00%
Shares180
Event2026-03-31
Filed2026-05-13
ARKK
ARK ETF TR
0.00%
Shares625
Event2026-03-31
Filed2026-05-13
PCAR
PACCAR INC
0.00%
Shares365
Event2026-03-31
Filed2026-05-13
SNY
SANOFI SA
0.00%
Shares850
Event2026-03-31
Filed2026-05-13
AXON
AXON ENTERPRISE INC
0.00%
Shares94
Event2026-03-31
Filed2026-05-13
RSG
REPUBLIC SVCS INC
-30.80%
Shares182
Event2026-03-31
Filed2026-05-13
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
5.92%
Shares304
Event2026-03-31
Filed2026-05-13
CVLG
COVENANT LOGISTICS GROUP INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-13
BKNG
BOOKING HOLDINGS INC
0.00%
Shares9
Event2026-03-31
Filed2026-05-13
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
-34.09%
Shares495
Event2026-03-31
Filed2026-05-13
CHCO
CITY HLDG CO
0.00%
Shares314
Event2026-03-31
Filed2026-05-13
CTVA
CORTEVA INC
-95.78%
Shares445
Event2026-03-31
Filed2026-05-13
ENVA
ENOVA INTL INC
-5.19%
Shares274
Event2026-03-31
Filed2026-05-13
CCJ
CAMECO CORP
-32.00%
Shares340
Event2026-03-31
Filed2026-05-13
CARR
CARRIER GLOBAL CORPORATION
-5.82%
Shares647
Event2026-03-31
Filed2026-05-13
FITE
SPDR SERIES TRUST
0.00%
Shares420
Event2026-03-31
Filed2026-05-13
CRM
SALESFORCE INC
8.05%
Shares188
Event2026-03-31
Filed2026-05-13
NEM
NEWMONT CORP
-97.94%
Shares323
Event2026-03-31
Filed2026-05-13
FCX
FREEPORT MCMORAN INC
-97.16%
Shares590
Event2026-03-31
Filed2026-05-13
ORLY
OREILLY AUTOMOTIVE INC
0.00%
Shares375
Event2026-03-31
Filed2026-05-13
MAIN
MAIN STR CAP CORP
0.00%
Shares650
Event2026-03-31
Filed2026-05-13
IHI
ISHARES TR
-98.94%
Shares631
Event2026-03-31
Filed2026-05-13
CENCORA INC
CENCORA INC
0.00%
Shares106
Event2026-03-31
Filed2026-05-13
SPYM
SPDR SERIES TRUST
0.00%
Shares429
Event2026-03-31
Filed2026-05-13
GLW
CORNING INC
0.00%
Shares241
Event2026-03-31
Filed2026-05-13
SLV
ISHARES SILVER TR
-20.00%
Shares480
Event2026-03-31
Filed2026-05-13
ULTA
ULTA BEAUTY INC
0.00%
Shares62
Event2026-03-31
Filed2026-05-13
ZTS
ZOETIS INC
0.00%
Shares272
Event2026-03-31
Filed2026-05-13
ITW
ILLINOIS TOOL WKS INC
0.00%
Shares122
Event2026-03-31
Filed2026-05-13
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
0.00%
Shares153
Event2026-03-31
Filed2026-05-13
CDNS
CADENCE DESIGN SYSTEM INC
0.00%
Shares109
Event2026-03-31
Filed2026-05-13
ROK
ROCKWELL AUTOMATION INC
0.00%
Shares84
Event2026-03-31
Filed2026-05-13
XBI
SPDR SERIES TRUST
0.00%
Shares236
Event2026-03-31
Filed2026-05-13
WTAI
WISDOMTREE TR
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-13
KR
KROGER CO
-29.27%
Shares406
Event2026-03-31
Filed2026-05-13
VOE
VANGUARD INDEX FDS
-0.63%
Shares159
Event2026-03-31
Filed2026-05-13
AJG
GALLAGHER ARTHUR J & CO
-0.74%
Shares134
Event2026-03-31
Filed2026-05-13
F
FORD MTR CO
22.47%
Shares2.5K
Event2026-03-31
Filed2026-05-13
FDX
FEDEX CORP
0.00%
Shares80
Event2026-03-31
Filed2026-05-13
VLY
VALLEY NATL BANCORP
27.78%
Shares2.3K
Event2026-03-31
Filed2026-05-13
TER
TERADYNE INC
0.00%
Shares96
Event2026-03-31
Filed2026-05-13
DAL
DELTA AIR LINES INC
0.00%
Shares426
Event2026-03-31
Filed2026-05-13
FPX
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares177
Event2026-03-31
Filed2026-05-13
SO
SOUTHERN CO
13.04%
Shares286
Event2026-03-31
Filed2026-05-13
ROST
ROSS STORES INC
0.00%
Shares127
Event2026-03-31
Filed2026-05-13
CRWD
CROWDSTRIKE HLDGS INC
0.00%
Shares69
Event2026-03-31
Filed2026-05-13
MTDR
MATADOR RES CO
-44.39%
Shares426
Event2026-03-31
Filed2026-05-13
IBB
ISHARES TR
0.00%
Shares159
Event2026-03-31
Filed2026-05-13
TGT
TARGET CORP
-21.43%
Shares220
Event2026-03-31
Filed2026-05-13
PH
PARKER-HANNIFIN CORP
-12.50%
Shares28
Event2026-03-31
Filed2026-05-13
EWY
ISHARES INC
New
Shares200
Event2026-03-31
Filed2026-05-13
SAMG
SILVERCREST ASSET MGMT GROUP
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-13
AKAM
AKAMAI TECHNOLOGIES INC
0.00%
Shares210
Event2026-03-31
Filed2026-05-13
AZO
AUTOZONE INC
0.00%
Shares7
Event2026-03-31
Filed2026-05-13
NUE
NUCOR CORP
-95.79%
Shares136
Event2026-03-31
Filed2026-05-13
TD
TORONTO DOMINION BK ONT
0.00%
Shares244
Event2026-03-31
Filed2026-05-13
ADBE
ADOBE INC
-14.68%
Shares93
Event2026-03-31
Filed2026-05-13
OTIS
OTIS WORLDWIDE CORP
-9.01%
Shares293
Event2026-03-31
Filed2026-05-13
AEE
AMEREN CORP
0.00%
Shares203
Event2026-03-31
Filed2026-05-13
RYN
RAYONIER INC
229.97%
Shares1.1K
Event2026-03-31
Filed2026-05-13
NKE
NIKE INC
-44.68%
Shares411
Event2026-03-31
Filed2026-05-13
AME
AMETEK INC
-15.25%
Shares100
Event2026-03-31
Filed2026-05-13
ECL
ECOLAB INC
-98.07%
Shares79
Event2026-03-31
Filed2026-05-13
BUD
ANHEUSER BUSCH INBEV SA NV
-0.66%
Shares300
Event2026-03-31
Filed2026-05-13
CLX
CLOROX CO DEL
New
Shares200
Event2026-03-31
Filed2026-05-13
COF
CAPITAL ONE FINL CORP
50.67%
Shares113
Event2026-03-31
Filed2026-05-13
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
25.00%
Shares200
Event2026-03-31
Filed2026-05-13
WMB
WILLIAMS COS INC
0.00%
Shares272
Event2026-03-31
Filed2026-05-13
STZ
CONSTELLATION BRANDS INC
0.00%
Shares130
Event2026-03-31
Filed2026-05-13
SCHW
SCHWAB CHARLES CORP
17.82%
Shares205
Event2026-03-31
Filed2026-05-13
HP INC
HP INC
-24.19%
Shares981
Event2026-03-31
Filed2026-05-13
NVG
NUVEEN AMT FREE MUN CR INC F
-64.90%
Shares1.5K
Event2026-03-31
Filed2026-05-13
ALC
ALCON AG
0.00%
Shares251
Event2026-03-31
Filed2026-05-13
KEYS
KEYSIGHT TECHNOLOGIES INC
0.00%
Shares66
Event2026-03-31
Filed2026-05-13
SHEL
SHELL PLC
0.00%
Shares200
Event2026-03-31
Filed2026-05-13
HPE
HEWLETT PACKARD ENTERPRISE C
0.00%
Shares771
Event2026-03-31
Filed2026-05-13
PWR
QUANTA SVCS INC
0.00%
Shares32
Event2026-03-31
Filed2026-05-13
VKQ
INVESCO MUNICIPAL TRUST
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-13
NRG
NRG ENERGY INC
-48.25%
Shares118
Event2026-03-31
Filed2026-05-13
CHD
CHURCH & DWIGHT CO INC
0.00%
Shares184
Event2026-03-31
Filed2026-05-13
OXY
OCCIDENTAL PETE CORP
-59.79%
Shares263
Event2026-03-31
Filed2026-05-13
UITB
VICTORY PORTFOLIOS II
0.00%
Shares364
Event2026-03-31
Filed2026-05-13
HII
HUNTINGTON INGALLS INDS INC
0.00%
Shares45
Event2026-03-31
Filed2026-05-13
WWD
WOODWARD INC
0.00%
Shares47
Event2026-03-31
Filed2026-05-13
AON PLC
AON PLC
-59.06%
Shares52
Event2026-03-31
Filed2026-05-13
TFC
TRUIST FINL CORP
0.00%
Shares364
Event2026-03-31
Filed2026-05-13
PAYX
PAYCHEX INC
0.00%
Shares181
Event2026-03-31
Filed2026-05-13
SIG
SIGNET JEWELERS LIMITED
2.07%
Shares197
Event2026-03-31
Filed2026-05-13
BIDU
BAIDU INC
0.00%
Shares148
Event2026-03-31
Filed2026-05-13
CAH
CARDINAL HEALTH INC
0.00%
Shares78
Event2026-03-31
Filed2026-05-13
AEP
AMERICAN ELEC PWR CO INC
-32.07%
Shares125
Event2026-03-31
Filed2026-05-13
WAT
WATERS CORP
5.77%
Shares55
Event2026-03-31
Filed2026-05-13
HSY
HERSHEY CO
0.00%
Shares78
Event2026-03-31
Filed2026-05-13
RJF
RAYMOND JAMES FINL INC
0.00%
Shares111
Event2026-03-31
Filed2026-05-13
RGLD
ROYAL GOLD INC
31.25%
Shares63
Event2026-03-31
Filed2026-05-13
TSN
TYSON FOODS INC
0.00%
Shares250
Event2026-03-31
Filed2026-05-13
VOT
VANGUARD INDEX FDS
-8.82%
Shares62
Event2026-03-31
Filed2026-05-13
USMV
ISHARES TR
0.00%
Shares172
Event2026-03-31
Filed2026-05-13
MLM
MARTIN MARIETTA MATLS INC
-96.98%
Shares27
Event2026-03-31
Filed2026-05-13
WCN
WASTE CONNECTIONS INC
0.00%
Shares97
Event2026-03-31
Filed2026-05-13
YUM
YUM BRANDS INC
-25.74%
Shares101
Event2026-03-31
Filed2026-05-13
EBAY
EBAY INC.
0.00%
Shares170
Event2026-03-31
Filed2026-05-13
OHI
OMEGA HEALTHCARE INVS INC
0.87%
Shares347
Event2026-03-31
Filed2026-05-13
FTNT
FORTINET INC
14.81%
Shares186
Event2026-03-31
Filed2026-05-13
CW
CURTISS WRIGHT CORP
0.00%
Shares22
Event2026-03-31
Filed2026-05-13
KMI
KINDER MORGAN INC DEL
0.00%
Shares441
Event2026-03-31
Filed2026-05-13
CSL
CARLISLE COS INC
2.33%
Shares44
Event2026-03-31
Filed2026-05-13
AMP
AMERIPRISE FINL INC
0.00%
Shares32
Event2026-03-31
Filed2026-05-13
FPE
FIRST TR EXCH TRADED FD III
0.00%
Shares800
Event2026-03-31
Filed2026-05-13
FAST
FASTENAL CO
0.00%
Shares306
Event2026-03-31
Filed2026-05-13
WRB
BERKLEY W R CORP
-37.24%
Shares214
Event2026-03-31
Filed2026-05-13
FROG
JFROG LTD
New
Shares300
Event2026-03-31
Filed2026-05-13
GNRC
GENERAC HLDGS INC
-1.37%
Shares72
Event2026-03-31
Filed2026-05-13
EA
ELECTRONIC ARTS INC
-11.69%
Shares68
Event2026-03-31
Filed2026-05-13
CRH PLC
CRH PLC
New
Shares100
Event2026-03-31
Filed2026-05-13
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
-95.28%
Shares293
Event2026-03-31
Filed2026-05-13
UPS
UNITED PARCEL SVCS INC
-18.67%
Shares135
Event2026-03-31
Filed2026-05-13
D
DOMINION ENERGY INC
0.00%
Shares214
Event2026-03-31
Filed2026-05-13
CINF
CINCINNATI FINL CORP
-42.36%
Shares83
Event2026-03-31
Filed2026-05-13
ROP
ROPER TECHNOLOGIES INC
0.00%
Shares37
Event2026-03-31
Filed2026-05-13
MTB
M & T BK CORP
0.00%
Shares63
Event2026-03-31
Filed2026-05-13
CQP
CHENIERE ENERGY PARTNERS L P
0.00%
Shares200
Event2026-03-31
Filed2026-05-13
XLB
SELECT SECTOR SPDR TR
-94.80%
Shares258
Event2026-03-31
Filed2026-05-13
BIP
BROOKFIELD INFRASTRUCTURE PA
0.00%
Shares355
Event2026-03-31
Filed2026-05-13
USB
US BANCORP
-2.80%
Shares243
Event2026-03-31
Filed2026-05-13
PANW
PALO ALTO NETWORKS INC
0.00%
Shares79
Event2026-03-31
Filed2026-05-13
OGN
ORGANON & CO
-0.14%
Shares2.1K
Event2026-03-31
Filed2026-05-13
INCY
INCYTE CORP
0.00%
Shares132
Event2026-03-31
Filed2026-05-13
PFS
PROVIDENT FINL SVCS INC
1.41%
Shares577
Event2026-03-31
Filed2026-05-13
HLX
HELIX ENERGY SOLUTIONS GRP I
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-13
UMAC
UNUSUAL MACHS INC
0.00%
Shares979
Event2026-03-31
Filed2026-05-13
FITB
FIFTH THIRD BANCORP
37.77%
Shares259
Event2026-03-31
Filed2026-05-13
REZI
RESIDEO TECHNOLOGIES INC
0.00%
Shares360
Event2026-03-31
Filed2026-05-13
VRSN
VERISIGN INC
0.00%
Shares48
Event2026-03-31
Filed2026-05-13
DLTR
DOLLAR TREE INC
0.00%
Shares108
Event2026-03-31
Filed2026-05-13
EQT CORP
EQT CORP
0.00%
Shares184
Event2026-03-31
Filed2026-05-13
APP
APPLOVIN CORP
45.00%
Shares29
Event2026-03-31
Filed2026-05-13
LH
LABCORP HOLDINGS INC
0.00%
Shares43
Event2026-03-31
Filed2026-05-13
RGA
REINSURANCE GROUP AMER INC
1.82%
Shares56
Event2026-03-31
Filed2026-05-13
TRGP
TARGA RES CORP
0.00%
Shares45
Event2026-03-31
Filed2026-05-13
FCFS
FIRSTCASH HOLDINGS INC
0.00%
Shares60
Event2026-03-31
Filed2026-05-13
SNA
SNAP ON INC
0.00%
Shares31
Event2026-03-31
Filed2026-05-13
VTRS
VIATRIS INC
0.00%
Shares814
Event2026-03-31
Filed2026-05-13
DGX
QUEST DIAGNOSTICS INC
0.00%
Shares56
Event2026-03-31
Filed2026-05-13
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares56
Event2026-03-31
Filed2026-05-13
GPC
GENUINE PARTS CO
-24.24%
Shares100
Event2026-03-31
Filed2026-05-13
BROOKFIELD ASSET MANAGMT LTD
BROOKFIELD ASSET MANAGMT LTD
-27.49%
Shares240
Event2026-03-31
Filed2026-05-13
BP
BP PLC
0.00%
Shares226
Event2026-03-31
Filed2026-05-13
ODFL
OLD DOMINION FREIGHT LINE IN
-10.00%
Shares54
Event2026-03-31
Filed2026-05-13
WAB
WABTEC
0.00%
Shares42
Event2026-03-31
Filed2026-05-13
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-3.95%
Shares170
Event2026-03-31
Filed2026-05-13
FOX
FOX CORP
-1.52%
Shares195
Event2026-03-31
Filed2026-05-13
ADSK
AUTODESK INC
0.00%
Shares43
Event2026-03-31
Filed2026-05-13
LNT
ALLIANT ENERGY CORP
0.00%
Shares143
Event2026-03-31
Filed2026-05-13
DOW
DOW HLDGS INC
-97.26%
Shares245
Event2026-03-31
Filed2026-05-13
AFL
AFLAC INC
0.00%
Shares93
Event2026-03-31
Filed2026-05-13
DRI
DARDEN RESTAURANTS INC
0.00%
Shares52
Event2026-03-31
Filed2026-05-13
APA CORPORATION
APA CORPORATION
0.00%
Shares240
Event2026-03-31
Filed2026-05-13
RACE
FERRARI N V
-56.52%
Shares30
Event2026-03-31
Filed2026-05-13
GLDM
WORLD GOLD TR
0.00%
Shares109
Event2026-03-31
Filed2026-05-13
WBS
WEBSTER FINL CORP
2.14%
Shares143
Event2026-03-31
Filed2026-05-13
PAVE
GLOBAL X FDS
0.00%
Shares195
Event2026-03-31
Filed2026-05-13
RNR
RENAISSANCERE HLDGS LTD
0.00%
Shares33
Event2026-03-31
Filed2026-05-13
CMI
CUMMINS INC
0.00%
Shares18
Event2026-03-31
Filed2026-05-13
VODAFONE GROUP PLC
VODAFONE GROUP PLC
0.00%
Shares644
Event2026-03-31
Filed2026-05-13
CMS
CMS ENERGY CORP
0.00%
Shares121
Event2026-03-31
Filed2026-05-13
CHRW
C H ROBINSON WORLDWIDE IN
0.00%
Shares56
Event2026-03-31
Filed2026-05-13
TOL
TOLL BROTHERS INC
3.03%
Shares68
Event2026-03-31
Filed2026-05-13
SAP
SAP SE
-37.93%
Shares54
Event2026-03-31
Filed2026-05-13
CRGY
CRESCENT ENERGY COMPANY
-11.86%
Shares684
Event2026-03-31
Filed2026-05-13
ABNB
AIRBNB INC
-97.05%
Shares73
Event2026-03-31
Filed2026-05-13
HIMS
HIMS & HERS HEALTH INC
10.00%
Shares440
Event2026-03-31
Filed2026-05-13
UHS
UNIVERSAL HLTH SVCS INC
0.00%
Shares51
Event2026-03-31
Filed2026-05-13
FI
FISERV INC
8.05%
Shares161
Event2026-03-31
Filed2026-05-13
AVY
AVERY DENNISON CORP
0.00%
Shares52
Event2026-03-31
Filed2026-05-13
BLACKSTONE INC
BLACKSTONE INC
110.81%
Shares78
Event2026-03-31
Filed2026-05-13
CPB
THE CAMPBELLS COMPANY
0.00%
Shares400
Event2026-03-31
Filed2026-05-13
CSX
CSX CORP
-42.05%
Shares215
Event2026-03-31
Filed2026-05-13
NVT
NVENT ELEC PLC
0.00%
Shares75
Event2026-03-31
Filed2026-05-13
EPR
EPR PPTYS
0.00%
Shares176
Event2026-03-31
Filed2026-05-13
AAL
AMERICAN AIRLINES GROUP INC
1.75%
Shares814
Event2026-03-31
Filed2026-05-13
HUM
HUMANA INC
-9.09%
Shares50
Event2026-03-31
Filed2026-05-13
DSM
BNY MELLON STRATEGIC MUN BD
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-13
CFG
CITIZENS FINL GROUP INC
0.00%
Shares144
Event2026-03-31
Filed2026-05-13
CPT
CAMDEN PPTY TR
0.00%
Shares87
Event2026-03-31
Filed2026-05-13
DHI
D R HORTON INC
0.00%
Shares62
Event2026-03-31
Filed2026-05-13
MET
METLIFE INC
-6.30%
Shares119
Event2026-03-31
Filed2026-05-13
VMC
VULCAN MATLS CO
-98.50%
Shares31
Event2026-03-31
Filed2026-05-13
BHP
BHP BILLITON LIMITED
16.00%
Shares116
Event2026-03-31
Filed2026-05-13
UTHR
UNITED THERAPEUTICS CORP DEL
0.00%
Shares14
Event2026-03-31
Filed2026-05-13
OMC
OMNICOM GROUP INC
-15.50%
Shares109
Event2026-03-31
Filed2026-05-13
MP
MP MATERIALS CORP
-1.72%
Shares171
Event2026-03-31
Filed2026-05-13
SEIC
SEI INVTS CO
0.00%
Shares105
Event2026-03-31
Filed2026-05-13
PTEN
PATTERSON-UTI ENERGY INC
0.00%
Shares760
Event2026-03-31
Filed2026-05-13
VWO
VANGUARD INTL EQUITY INDEX F
-15.17%
Shares151
Event2026-03-31
Filed2026-05-13
AWK
AMERICAN WTR WKS CO INC NEW
0.00%
Shares59
Event2026-03-31
Filed2026-05-13
DVY
ISHARES TR
0.00%
Shares52
Event2026-03-31
Filed2026-05-13
IDXX
IDEXX LABS INC
0.00%
Shares14
Event2026-03-31
Filed2026-05-13
NCLH
NORWEGIAN CRUISE LINE HLDGS
0.00%
Shares416
Event2026-03-31
Filed2026-05-13
ACM
AECOM
-97.54%
Shares91
Event2026-03-31
Filed2026-05-13
SLG
SL GREEN RLTY CORP
4.55%
Shares207
Event2026-03-31
Filed2026-05-13
CBOE
CBOE GLOBAL MKTS INC
0.00%
Shares27
Event2026-03-31
Filed2026-05-13
HAS
HASBRO INC
0.00%
Shares81
Event2026-03-31
Filed2026-05-13
SNPS
SYNOPSYS INC
18.75%
Shares19
Event2026-03-31
Filed2026-05-13
FICO
FAIR ISAAC CORP
-12.50%
Shares7
Event2026-03-31
Filed2026-05-13
DVA
DAVITA INC
0.00%
Shares48
Event2026-03-31
Filed2026-05-13
DTE
DTE ENERGY CO
-5.66%
Shares50
Event2026-03-31
Filed2026-05-13
NEOG
NEOGEN CORP
0.00%
Shares790
Event2026-03-31
Filed2026-05-13
ORI
OLD REP INTL CORP
0.00%
Shares183
Event2026-03-31
Filed2026-05-13
PNR
PENTAIR PLC
0.00%
Shares83
Event2026-03-31
Filed2026-05-13
NTRS
NORTHERN TR CORP
0.00%
Shares51
Event2026-03-31
Filed2026-05-13
JKHY
HENRY JACK & ASSOC INC
0.00%
Shares45
Event2026-03-31
Filed2026-05-13
ENB
ENBRIDGE INC
0.00%
Shares131
Event2026-03-31
Filed2026-05-13
CACI
CACI INTL INC
0.00%
Shares13
Event2026-03-31
Filed2026-05-13
MOH
MOLINA HEALTHCARE INC
65.63%
Shares53
Event2026-03-31
Filed2026-05-13
TSCO
TRACTOR SUPPLY CO
0.00%
Shares155
Event2026-03-31
Filed2026-05-13
CNI
CANADIAN NATL RY CO
0.00%
Shares68
Event2026-03-31
Filed2026-05-13
MRNA
MODERNA INC
0.00%
Shares137
Event2026-03-31
Filed2026-05-13
SOCL
GLOBAL X FDS
0.63%
Shares161
Event2026-03-31
Filed2026-05-13
XHR
XENIA HOTELS & RESORTS INC
0.00%
Shares464
Event2026-03-31
Filed2026-05-13
SNOW
SNOWFLAKE INC
-8.00%
Shares46
Event2026-03-31
Filed2026-05-13
DASH
DOORDASH INC
-96.20%
Shares46
Event2026-03-31
Filed2026-05-13
BBY
BEST BUY INC
0.00%
Shares106
Event2026-03-31
Filed2026-05-13
FIX
COMFORT SYS USA INC
0.00%
Shares5
Event2026-03-31
Filed2026-05-13
CLH
CLEAN HARBORS INC
0.00%
Shares24
Event2026-03-31
Filed2026-05-13
OKE
ONEOK INC NEW
0.00%
Shares76
Event2026-03-31
Filed2026-05-13
AES
AES CORP
0.00%
Shares484
Event2026-03-31
Filed2026-05-13
TTMI
TTM TECHNOLOGIES INC
New
Shares70
Event2026-03-31
Filed2026-05-13
RCAT
RED CAT HLDGS INC
0.00%
Shares520
Event2026-03-31
Filed2026-05-13
SPOT
SPOTIFY TECHNOLOGY S A
0.00%
Shares14
Event2026-03-31
Filed2026-05-13
ARROWHEAD PHARMACEUTICALS IN
ARROWHEAD PHARMACEUTICALS IN
7.00%
Shares107
Event2026-03-31
Filed2026-05-13
ASML
ASML HLDG NV
-80.00%
Shares5
Event2026-03-31
Filed2026-05-13

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Prestige Wealth Management Group LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo