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The Analysis of Proficio Capital Partners LLC's Holdings & P&L

Currently, Proficio Capital Partners LLC holds 248 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in N/A (+3.1M shares, valued at $69.4M), IWS (+357.5K shares, valued at $52.1M), BIL (+496.4K shares, valued at $45.5M); decreased their positions in IWY (-117.2K shares, valued at $29.9M), PYLD (-722.5K shares, valued at $18.9M), SHY (-214.8K shares, valued at $17.7M); initiated new positions in N/A (+3.1M shares, valued at $69.4M), IWS (+357.5K shares, valued at $52.1M), BIL (+496.4K shares, valued at $45.5M).

1M P&L

+21.6M+1.71%

3M P&L

-3.3M-0.26%

HY P&L

+67.0M+5.49%

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/A1.2B

88.0%

2Semiconductors29.8M

2.1%

3Internet Retail17.2M

1.2%

Top Industries by Stock Count

1N/A133 stocks

58.8%

2Drug Manufacturers - General5 stocks

2.2%

3Credit Services5 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES GOLD TR ISHARES GOLD TR2.1M shares-2.55%2026-03-312026-05-14

GLD SPDR GOLD TR415.5K shares20.03%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS177.8K shares34.69%2026-03-312026-05-14

MINT PIMCO ETF TR849.0K shares7.27%2026-03-312026-05-14

BITWISE FUNDS TRUST BITWISE FUNDS TRUST3.1M sharesnew addition2026-03-312026-05-14

IWV ISHARES TR143.7K shares-6.38%2026-03-312026-05-14

IWS ISHARES TR357.5K sharesnew addition2026-03-312026-05-14

AAAU GOLDMAN SACHS PHYSICAL GOLD1.1M shares68.93%2026-03-312026-05-14

Sponsored

BIL SPDR SERIES TRUST496.4K sharesnew addition2026-03-312026-05-14

SGOV ISHARES TR440.8K sharesnew addition2026-03-312026-05-14

SPTS SPDR SERIES TRUST1.5M shares318.31%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T64.9K shares-2.23%2026-03-312026-05-14

ALPS ETF TR ALPS ETF TR610.3K shares-15.04%2026-03-312026-05-14

SHY ISHARES TR387.1K shares-35.68%2026-03-312026-05-14

VTI VANGUARD INDEX FDS92.0K shares13.17%2026-03-312026-05-14

PYLD PIMCO ETF TR1.1M shares-39.64%2026-03-312026-05-14

Sponsored

BILS SPDR SERIES TRUST288.9K shares166.10%2026-03-312026-05-14

EMXC ISHARES INC363.7K sharesnew addition2026-03-312026-05-14

VT VANGUARD INTL EQUITY INDEX F206.2K sharesnew addition2026-03-312026-05-14

ILF ISHARES TR739.3K shares1551.08%2026-03-312026-05-14

NVDA NVIDIA CORPORATION144.9K shares-0.92%2026-03-312026-05-14

AIRR FIRST TR EXCHANGE TRADED FD219.5K shares59.55%2026-03-312026-05-14

ACWX ISHARES TR302.0K sharesnew addition2026-03-312026-05-14

MTBA SIMPLIFY EXCHANGE TRADED FUN383.7K shares-30.39%2026-03-312026-05-14

Sponsored

FLOT ISHARES TR343.3K shares-2.31%2026-03-312026-05-14

ALPHABET INC ALPHABET INC51.9K shares0.00%2026-03-312026-05-14

PICK ISHARES INC257.1K shares65.79%2026-03-312026-05-14

AIQ GLOBAL X FDS302.9K shares0.20%2026-03-312026-05-14

AAPL APPLE INC55.8K shares-0.02%2026-03-312026-05-14

IVV ISHARES TR21.7K shares-8.46%2026-03-312026-05-14

RING ISHARES INC178.3K shares-6.16%2026-03-312026-05-14

COPX GLOBAL X FDS170.7K shares1234.85%2026-03-312026-05-14

Sponsored

NEAR ISHARES U S ETF TR248.6K shares311.17%2026-03-312026-05-14

SDCI USCF ETF TR449.7K sharesnew addition2026-03-312026-05-14

MSFT MICROSOFT CORP32.7K shares0.51%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR188.2K shares221.16%2026-03-312026-05-14

OIH VANECK ETF TRUST27.2K sharesnew addition2026-03-312026-05-14

AMZN AMAZON COM INC52.3K shares0.16%2026-03-312026-05-14

PPLT ABRDN PLATINUM ETF TRUST61.0K sharesnew addition2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR17.4K shares-24.83%2026-03-312026-05-14

Sponsored

SLV ISHARES SILVER TR147.1K shares-36.47%2026-03-312026-05-14

REMX VANECK ETF TRUST109.2K sharesnew addition2026-03-312026-05-14

WMT WALMART INC76.2K shares0.07%2026-03-312026-05-14

SHLD GLOBAL X FDS129.7K shares-13.81%2026-03-312026-05-14

SPHB INVESCO EXCH TRADED FD TR II73.7K sharesnew addition2026-03-312026-05-14

XOP SPDR SERIES TRUST46.6K sharesnew addition2026-03-312026-05-14

GDX VANECK ETF TRUST77.5K shares-29.67%2026-03-312026-05-14

URNM SPROTT FDS TR112.0K sharesnew addition2026-03-312026-05-14

Sponsored

LLY ELI LILLY & CO7.3K shares0.14%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC92.1K shares0.02%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP30.9K shares-3.13%2026-03-312026-05-14

HYG ISHARES TR82.3K shares114.54%2026-03-312026-05-14

W WAYFAIR INC83.4K shares-0.00%2026-03-312026-05-14

V VISA INC19.4K shares0.22%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC6.9K shares0.01%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F103.9K shares0.00%2026-03-312026-05-14

Sponsored

NBOS NEUBERGER BERMAN ETF TRUST208.4K shares102.18%2026-03-312026-05-14

ISHG ISHARES TR72.7K sharesnew addition2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL11.3K shares-1.37%2026-03-312026-05-14

ETFS GOLD TR ETFS GOLD TR120.4K shares0.00%2026-03-312026-05-14

PDBA INVESCO ACTVELY MNGD ETC FD145.9K sharesnew addition2026-03-312026-05-14

DVYE ISHARES INC154.5K sharesnew addition2026-03-312026-05-14

XDTE ROUNDHILL ETF TRUST144.6K shares125.24%2026-03-312026-05-14

XLP SELECT SECTOR SPDR TR64.8K sharesnew addition2026-03-312026-05-14

Sponsored

QDTE ROUNDHILL ETF TRUST189.9K shares139.23%2026-03-312026-05-14

IXC ISHARES TR88.9K shares272.37%2026-03-312026-05-14

DBA INVESCO DB MULTI-SECTOR COMM184.0K sharesnew addition2026-03-312026-05-14

CMDY ISHARES U S ETF TR83.1K sharesnew addition2026-03-312026-05-14

ALPHABET INC ALPHABET INC16.9K shares-1.76%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS74.2K shares-32.37%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC37.5K shares0.06%2026-03-312026-05-14

GLP GLOBAL PARTNERS LP100.0K shares0.00%2026-03-312026-05-14

Sponsored

COMT ISHARES U S ETF TR123.7K sharesnew addition2026-03-312026-05-14

MLPX GLOBAL X FDS56.7K shares-2.40%2026-03-312026-05-14

VGT VANGUARD WORLD FD6.0K shares-24.27%2026-03-312026-05-14

XME SPDR SERIES TRUST38.1K sharesnew addition2026-03-312026-05-14

IBIT ISHARES BITCOIN TRUST ETF103.0K shares-56.33%2026-03-312026-05-14

ADI ANALOG DEVICES INC12.1K shares-0.39%2026-03-312026-05-14

URA GLOBAL X FDS79.2K shares223.57%2026-03-312026-05-14

GDXJ VANECK ETF TRUST27.8K shares940.02%2026-03-312026-05-14

Sponsored

IGF ISHARES TR49.1K shares104.37%2026-03-312026-05-14

XLU SELECT SECTOR SPDR TR71.2K shares-78.12%2026-03-312026-05-14

PHYS SPROTT ASSET MANAGEMENT LP89.8K shares-54.90%2026-03-312026-05-14

PFF ISHARES TR103.6K shares91.17%2026-03-312026-05-14

TSLA TESLA INC7.9K shares0.32%2026-03-312026-05-14

KKR & CO INC KKR & CO INC31.5K shares0.09%2026-03-312026-05-14

SHV ISHARES TR25.9K shares-10.20%2026-03-312026-05-14

DELL DELL TECHNOLOGIES INC16.9K shares11.37%2026-03-312026-05-14

Sponsored

AGG ISHARES TR26.6K shares-43.56%2026-03-312026-05-14

IDV ISHARES TR61.8K shares79.89%2026-03-312026-05-14

VYMI VANGUARD WHITEHALL FDS27.2K shares120.11%2026-03-312026-05-14

IDVO AMPLIFY ETF TR63.2K shares124.47%2026-03-312026-05-14

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II36.6K shares115.18%2026-03-312026-05-14

IEFA ISHARES TR27.3K shares0.00%2026-03-312026-05-14

HHH HOWARD HUGHES HOLDINGS INC38.1K shares25.39%2026-03-312026-05-14

FALN ISHARES TR89.9K shares77.47%2026-03-312026-05-14

Sponsored

MCY MERCURY GENL CORP NEW27.0K sharesnew addition2026-03-312026-05-14

META META PLATFORMS INC4.1K shares0.67%2026-03-312026-05-14

BITB BITWISE BITCOIN ETF TR63.1K shares-27.95%2026-03-312026-05-14

USHY ISHARES TR63.0K sharesnew addition2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC18.8K shares0.30%2026-03-312026-05-14

WM WASTE MGMT INC DEL9.5K shares0.05%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS24.0K shares-1.25%2026-03-312026-05-14

MBB ISHARES TR22.5K shares-71.27%2026-03-312026-05-14

Sponsored

TFPM TRIPLE FLAG PRECIOUS METAL58.3K shares0.00%2026-03-312026-05-14

HD HOME DEPOT INC6.1K shares-0.49%2026-03-312026-05-14

BKGI BNY MELLON ETF TRUST43.7K sharesnew addition2026-03-312026-05-14

CTA SIMPLIFY EXCHANGE TRADED FUN63.3K shares1.58%2026-03-312026-05-14

SIL GLOBAL X FDS21.0K shares-14.59%2026-03-312026-05-14

BROADCOM INC BROADCOM INC6.1K shares1.03%2026-03-312026-05-14

AAXJ ISHARES TR19.3K shares0.00%2026-03-312026-05-14

ABNB AIRBNB INC14.4K shares-0.93%2026-03-312026-05-14

Sponsored

XYLD GLOBAL X FDS39.8K shares0.13%2026-03-312026-05-14

ITAN EA SERIES TRUST43.3K shares0.00%2026-03-312026-05-14

AMGN AMGEN INC4.2K shares0.52%2026-03-312026-05-14

BROOKFIELD WEALTH SOL LTD BROOKFIELD WEALTH SOL LTD35.6K shares0.00%2026-03-312026-05-14

CEFS EXCHANGE LISTED FDS TR59.5K shares-1.36%2026-03-312026-05-14

SPTM SPDR SERIES TRUST16.7K shares0.00%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO4.3K shares0.58%2026-03-312026-05-14

FPE FIRST TR EXCH TRADED FD III69.9K shares37.51%2026-03-312026-05-14

Sponsored

IWD ISHARES TR5.8K shares0.00%2026-03-312026-05-14

PFXF VANECK ETF TRUST70.2K shares34.92%2026-03-312026-05-14

URBN URBAN OUTFITTERS INC19.2K shares0.05%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION1.2K shares0.42%2026-03-312026-05-14

DIS DISNEY WALT CO12.2K shares-0.29%2026-03-312026-05-14

TOL TOLL BROTHERS INC8.4K shares0.14%2026-03-312026-05-14

GBTC GRAYSCALE BITCOIN TRUST ETF21.7K shares-50.90%2026-03-312026-05-14

BSCQ INVESCO EXCH TRD SLF IDX FD55.8K shares1.03%2026-03-312026-05-14

Sponsored

WPM WHEATON PRECIOUS METALS CORP8.3K shares0.00%2026-03-312026-05-14

RGR STURM RUGER & CO INC26.5K shares0.00%2026-03-312026-05-14

REM ISHARES TR48.8K shares-1.20%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP1.7K shares-4.91%2026-03-312026-05-14

FBTC FIDELITY WISE ORIGIN BITCOIN17.3K shares-36.69%2026-03-312026-05-14

DFGR DIMENSIONAL ETF TRUST38.3K shares-3.82%2026-03-312026-05-14

FNV FRANCO NEV CORP4.1K shares0.12%2026-03-312026-05-14

VEU VANGUARD INTL EQUITY INDEX F12.5K shares0.07%2026-03-312026-05-14

Sponsored

XOM EXXON MOBIL CORP5.5K shares1.09%2026-03-312026-05-14

MLM MARTIN MARIETTA MATLS INC1.6K shares0.00%2026-03-312026-05-14

KYMR KYMERA THERAPEUTICS INC10.8K shares0.00%2026-03-312026-05-14

RSG REPUBLIC SVCS INC4.1K shares0.10%2026-03-312026-05-14

NEM NEWMONT CORP8.2K sharesnew addition2026-03-312026-05-14

STOT SSGA ACTIVE TR17.7K shares0.00%2026-03-312026-05-14

RGS REGIS CORPORATION33.4K shares1.41%2026-03-312026-05-14

GLDM WORLD GOLD TR8.7K shares0.00%2026-03-312026-05-14

Sponsored

ICSH ISHARES TR15.8K shares-1.25%2026-03-312026-05-14

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET26.5K shares-62.55%2026-03-312026-05-14

FVCB FVCBANKCORP INC52.2K shares0.00%2026-03-312026-05-14

BSCR INVESCO EXCH TRD SLF IDX FD39.1K shares1.04%2026-03-312026-05-14

ATEX ANTERIX INC20.0K shares0.00%2026-03-312026-05-14

DTAN EA SERIES TRUST24.8K shares0.00%2026-03-312026-05-14

MYCH SSGA ACTIVE TR29.8K sharesnew addition2026-03-312026-05-14

NFLX NETFLIX INC.7.5K shares2.29%2026-03-312026-05-14

Sponsored

SIVR ABRDN SILVER ETF TRUST9.9K shares-67.15%2026-03-312026-05-14

RTX RTX CORPORATION3.6K shares0.50%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS3.2K shares-56.42%2026-03-312026-05-14

PSTG EVERPURE INC11.5K shares34.74%2026-03-312026-05-14

HIG HARTFORD INSURANCE GROUP INC5.0K shares0.20%2026-03-312026-05-14

IEMG ISHARES INC9.4K shares0.00%2026-03-312026-05-14

OUNZ VANECK MERK GOLD ETF13.9K shares0.00%2026-03-312026-05-14

VGK VANGUARD INTL EQUITY INDEX F7.4K shares18.88%2026-03-312026-05-14

Sponsored

IWM ISHARES TR2.4K shares192.45%2026-03-312026-05-14

COAL EXCHANGE TRADED CONCEPTS TRU21.6K sharesnew addition2026-03-312026-05-14

BRO BROWN & BROWN INC9.0K shares0.02%2026-03-312026-05-14

LINDE PLC LINDE PLC1.2K shares0.59%2026-03-312026-05-14

NNI NELNET INC4.4K shares0.00%2026-03-312026-05-14

IWB ISHARES TR1.5K shares0.00%2026-03-312026-05-14

PH PARKER-HANNIFIN CORP585 shares-23.13%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC1.5K shares5.28%2026-03-312026-05-14

Sponsored

GL GLOBE LIFE INC3.7K shares0.00%2026-03-312026-05-14

APH AMPHENOL CORP4.0K shares2.84%2026-03-312026-05-14

CAT CATERPILLAR INC713 shares0.71%2026-03-312026-05-14

FIX COMFORT SYS USA INC361 shares0.00%2026-03-312026-05-14

VONV VANGUARD SCOTTSDALE FDS4.9K shares0.00%2026-03-312026-05-14

INFL LISTED FDS TR8.8K shares-85.09%2026-03-312026-05-14

SNDA SONIDA SENIOR LIVING INC14.0K shares11.38%2026-03-312026-05-14

JCI JOHNSON CONTROLS INTERNATION3.4K shares-0.06%2026-03-312026-05-14

Sponsored

AMAT APPLIED MATLS INC1.3K shares0.00%2026-03-312026-05-14

LQD ISHARES TR4.1K shares0.00%2026-03-312026-05-14

VMC VULCAN MATLS CO1.6K shares0.06%2026-03-312026-05-14

COKE COCA COLA CONS INC2.3K shares0.31%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO1.4K shares-0.07%2026-03-312026-05-14

AIG AMERICAN INTL GROUP INC5.5K shares0.18%2026-03-312026-05-14

WSM WILLIAMS SONOMA INC2.2K shares0.18%2026-03-312026-05-14

VONG VANGUARD SCOTTSDALE FDS3.7K shares0.00%2026-03-312026-05-14

Sponsored

CB CHUBB LTD SWITZ1.2K shares0.00%2026-03-312026-05-14

DBMF LITMAN GREGORY FDS TR12.8K shares8.31%2026-03-312026-05-14

IWY ISHARES TR1.5K shares-98.72%2026-03-312026-05-14

EFA ISHARES TR4.0K sharesnew addition2026-03-312026-05-14

BXSL BLACKSTONE SECD LENDING FD16.2K shares-84.79%2026-03-312026-05-14

EEM ISHARES TR6.8K shares-96.04%2026-03-312026-05-14

PG PROCTER & GAMBLE CO2.6K shares-0.23%2026-03-312026-05-14

BUR BURFORD CAPITAL LIMITED82.6K shares-0.18%2026-03-312026-05-14

Sponsored

ARGT GLOBAL X FDS4.0K sharesnew addition2026-03-312026-05-14

DE DEERE & CO653 shares1.08%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON1.5K shares2.43%2026-03-312026-05-14

IGPT INVESCO EXCHANGE TRADED FD T6.0K shares0.00%2026-03-312026-05-14

VO VANGUARD INDEX FDS1.2K shares-8.35%2026-03-312026-05-14

EPD ENTERPRISE PRODS PARTNERS L8.8K shares0.00%2026-03-312026-05-14

MS MORGAN STANLEY2.0K shares0.20%2026-03-312026-05-14

J JACOBS SOLUTIONS INC2.6K shares0.11%2026-03-312026-05-14

Sponsored

HEQT SIMPLIFY EXCHANGE TRADED FUN10.5K shares0.00%2026-03-312026-05-14

WTW WILLIS TOWERS WATSON PLC LTD1.1K shares-0.26%2026-03-312026-05-14

CVX CHEVRON CORPORATION1.6K shares-86.25%2026-03-312026-05-14

IWF ISHARES TR760 shares0.00%2026-03-312026-05-14

FMDE FIDELITY COVINGTON TRUST8.9K shares0.00%2026-03-312026-05-14

ROP ROPER TECHNOLOGIES INC880 shares-0.11%2026-03-312026-05-14

RUSHA RUSH ENTERPRISES INC4.7K shares-17.37%2026-03-312026-05-14

MEDP MEDPACE HLDGS INC647 shares0.00%2026-03-312026-05-14

Sponsored

TLT ISHARES TR3.5K shares0.00%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN1.5K shares0.41%2026-03-312026-05-14

MAXJ ISHARES TR10.4K shares0.00%2026-03-312026-05-14

COF CAPITAL ONE FINL CORP1.6K shares0.38%2026-03-312026-05-14

CLBT CELLEBRITE DI LTD21.0K sharesnew addition2026-03-312026-05-14

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD6.5K shares0.68%2026-03-312026-05-14

TFLO ISHARES TR5.6K shares0.00%2026-03-312026-05-14

SCI SERVICE CORP INTL3.4K shares-0.15%2026-03-312026-05-14

Sponsored

BKNG BOOKING HOLDINGS INC66 shares1.54%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR8.6K shares0.00%2026-03-312026-05-14

USMV ISHARES TR2.8K shares0.00%2026-03-312026-05-14

FCG FIRST TR EXCHANGE-TRADED FD8.1K sharesnew addition2026-03-312026-05-14

NEE NEXTERA ENERGY INC2.7K shares0.70%2026-03-312026-05-14

TIP ISHARES TR2.3K shares0.00%2026-03-312026-05-14

CDW CDW CORP2.1K shares-0.29%2026-03-312026-05-14

SPG SIMON PPTY GROUP INC NEW1.3K shares0.45%2026-03-312026-05-14

Sponsored

MSOS ADVISORSHARES TR70.6K shares-56.03%2026-03-312026-05-14

IUSG ISHARES TR1.5K shares0.00%2026-03-312026-05-14

ABBV ABBVIE INC1.1K shares3.00%2026-03-312026-05-14

NVS NOVARTIS AG1.5K sharesnew addition2026-03-312026-05-14

GSST GOLDMAN SACHS ETF TR4.4K shares0.00%2026-03-312026-05-14

DLHC DLH HLDGS CORP38.3K shares10.07%2026-03-312026-05-14

MMC MARSH & MCLENNAN COS INC1.3K shares-2.91%2026-03-312026-05-14

VB VANGUARD INDEX FDS834 shares-79.71%2026-03-312026-05-14

Sponsored

CHRD CHORD ENERGY CORPORATION1.5K sharesnew addition2026-03-312026-05-14

MDY STATE STR SPDR S&P MIDCAP 40353 shares0.00%2026-03-312026-05-14

LIBERTY LIVE HOLDINGS INC LIBERTY LIVE HOLDINGS INC2.4K sharesnew addition2026-03-312026-05-14

MOAT VANECK ETF TRUST2.2K shares0.00%2026-03-312026-05-14

REG REGENCY CTRS CORP2.8K sharesnew addition2026-03-312026-05-14

INTU INTUIT484 shares-1.43%2026-03-312026-05-14

TDG TRANSDIGM GROUP INC180 shares-0.55%2026-03-312026-05-14

MA MASTERCARD INCORPORATED415 shares-0.95%2026-03-312026-05-14

Sponsored

IUSV ISHARES TR2.0K shares0.00%2026-03-312026-05-14

FLEX FLEXTRONICS INTL LTD3.1K sharesnew addition2026-03-312026-05-14

EATON CORP PLC EATON CORP PLC574 sharesnew addition2026-03-312026-05-14

FBCV FIDELITY COVINGTON TRUST5.6K shares0.00%2026-03-312026-05-14

TXN TEXAS INSTRS INC1.0K sharesnew addition2026-03-312026-05-14

BITO PROSHARES TR12.5K shares-27.28%2026-03-312026-05-14

GROW U S GLOBAL INVS INC43.8K shares0.00%2026-03-312026-05-14

SOLUNA HOLDINGS INC SOLUNA HOLDINGS INC37.0K shares0.00%2026-03-312026-05-14

Sponsored

ISHARES GOLD TR

-2.55%

Shares2.1M

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

20.03%

Shares415.5K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

34.69%

Shares177.8K

Event2026-03-31

Filed2026-05-14

MINT

PIMCO ETF TR

7.27%

Shares849.0K

Event2026-03-31

Filed2026-05-14

BITWISE FUNDS TRUST

New

Shares3.1M

Event2026-03-31

Filed2026-05-14

IWV

ISHARES TR

-6.38%

Shares143.7K

Event2026-03-31

Filed2026-05-14

IWS

ISHARES TR

New

Shares357.5K

Event2026-03-31

Filed2026-05-14

AAAU

GOLDMAN SACHS PHYSICAL GOLD

68.93%

Shares1.1M

Event2026-03-31

Filed2026-05-14

BIL

SPDR SERIES TRUST

New

Shares496.4K

Event2026-03-31

Filed2026-05-14

SGOV

ISHARES TR

New

Shares440.8K

Event2026-03-31

Filed2026-05-14

SPTS

SPDR SERIES TRUST

318.31%

Shares1.5M

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

-2.23%

Shares64.9K

Event2026-03-31

Filed2026-05-14

ALPS ETF TR

-15.04%

Shares610.3K

Event2026-03-31

Filed2026-05-14

SHY

ISHARES TR

-35.68%

Shares387.1K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

13.17%

Shares92.0K

Event2026-03-31

Filed2026-05-14

PYLD

PIMCO ETF TR

-39.64%

Shares1.1M

Event2026-03-31

Filed2026-05-14

BILS

SPDR SERIES TRUST

166.10%

Shares288.9K

Event2026-03-31

Filed2026-05-14

EMXC

ISHARES INC

New

Shares363.7K

Event2026-03-31

Filed2026-05-14

VANGUARD INTL EQUITY INDEX F

New

Shares206.2K

Event2026-03-31

Filed2026-05-14

ILF

ISHARES TR

1551.08%

Shares739.3K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

-0.92%

Shares144.9K

Event2026-03-31

Filed2026-05-14

AIRR

FIRST TR EXCHANGE TRADED FD

59.55%

Shares219.5K

Event2026-03-31

Filed2026-05-14

ACWX

ISHARES TR

New

Shares302.0K

Event2026-03-31

Filed2026-05-14

MTBA

SIMPLIFY EXCHANGE TRADED FUN

-30.39%

Shares383.7K

Event2026-03-31

Filed2026-05-14

FLOT

ISHARES TR

-2.31%

Shares343.3K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

0.00%

Shares51.9K

Event2026-03-31

Filed2026-05-14

PICK

ISHARES INC

65.79%

Shares257.1K

Event2026-03-31

Filed2026-05-14

AIQ

GLOBAL X FDS

0.20%

Shares302.9K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-0.02%

Shares55.8K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

-8.46%

Shares21.7K

Event2026-03-31

Filed2026-05-14

RING

ISHARES INC

-6.16%

Shares178.3K

Event2026-03-31

Filed2026-05-14

COPX

GLOBAL X FDS

1234.85%

Shares170.7K

Event2026-03-31

Filed2026-05-14

NEAR

ISHARES U S ETF TR

311.17%

Shares248.6K

Event2026-03-31

Filed2026-05-14

SDCI

USCF ETF TR

New

Shares449.7K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

0.51%

Shares32.7K

Event2026-03-31

Filed2026-05-14

XLE

SELECT SECTOR SPDR TR

221.16%

Shares188.2K

Event2026-03-31

Filed2026-05-14

OIH

VANECK ETF TRUST

New

Shares27.2K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

0.16%

Shares52.3K

Event2026-03-31

Filed2026-05-14

PPLT

ABRDN PLATINUM ETF TRUST

New

Shares61.0K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

-24.83%

Shares17.4K

Event2026-03-31

Filed2026-05-14

SLV

ISHARES SILVER TR

-36.47%

Shares147.1K

Event2026-03-31

Filed2026-05-14

REMX

VANECK ETF TRUST

New

Shares109.2K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

0.07%

Shares76.2K

Event2026-03-31

Filed2026-05-14

SHLD

GLOBAL X FDS

-13.81%

Shares129.7K

Event2026-03-31

Filed2026-05-14

SPHB

INVESCO EXCH TRADED FD TR II

New

Shares73.7K

Event2026-03-31

Filed2026-05-14

XOP

SPDR SERIES TRUST

New

Shares46.6K

Event2026-03-31

Filed2026-05-14

GDX

VANECK ETF TRUST

-29.67%

Shares77.5K

Event2026-03-31

Filed2026-05-14

URNM

SPROTT FDS TR

New

Shares112.0K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

0.14%

Shares7.3K

Event2026-03-31

Filed2026-05-14

UBER

UBER TECHNOLOGIES INC

0.02%

Shares92.1K

Event2026-03-31

Filed2026-05-14

LAM RESEARCH CORP

-3.13%

Shares30.9K

Event2026-03-31

Filed2026-05-14

HYG

ISHARES TR

114.54%

Shares82.3K

Event2026-03-31

Filed2026-05-14

WAYFAIR INC

-0.00%

Shares83.4K

Event2026-03-31

Filed2026-05-14

VISA INC

0.22%

Shares19.4K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC

0.01%

Shares6.9K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares103.9K

Event2026-03-31

Filed2026-05-14

NBOS

NEUBERGER BERMAN ETF TRUST

102.18%

Shares208.4K

Event2026-03-31

Filed2026-05-14

ISHG

ISHARES TR

New

Shares72.7K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

-1.37%

Shares11.3K

Event2026-03-31

Filed2026-05-14

ETFS GOLD TR

0.00%

Shares120.4K

Event2026-03-31

Filed2026-05-14

PDBA

INVESCO ACTVELY MNGD ETC FD

New

Shares145.9K

Event2026-03-31

Filed2026-05-14

DVYE

ISHARES INC

New

Shares154.5K

Event2026-03-31

Filed2026-05-14

XDTE

ROUNDHILL ETF TRUST

125.24%

Shares144.6K

Event2026-03-31

Filed2026-05-14

XLP

SELECT SECTOR SPDR TR

New

Shares64.8K

Event2026-03-31

Filed2026-05-14

QDTE

ROUNDHILL ETF TRUST

139.23%

Shares189.9K

Event2026-03-31

Filed2026-05-14

IXC

ISHARES TR

272.37%

Shares88.9K

Event2026-03-31

Filed2026-05-14

DBA

INVESCO DB MULTI-SECTOR COMM

New

Shares184.0K

Event2026-03-31

Filed2026-05-14

CMDY

ISHARES U S ETF TR

New

Shares83.1K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-1.76%

Shares16.9K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

-32.37%

Shares74.2K

Event2026-03-31

Filed2026-05-14

BLACKSTONE INC

0.06%

Shares37.5K

Event2026-03-31

Filed2026-05-14

GLP

GLOBAL PARTNERS LP

0.00%

Shares100.0K

Event2026-03-31

Filed2026-05-14

COMT

ISHARES U S ETF TR

New

Shares123.7K

Event2026-03-31

Filed2026-05-14

MLPX

GLOBAL X FDS

-2.40%

Shares56.7K

Event2026-03-31

Filed2026-05-14

VGT

VANGUARD WORLD FD

-24.27%

Shares6.0K

Event2026-03-31

Filed2026-05-14

XME

SPDR SERIES TRUST

New

Shares38.1K

Event2026-03-31

Filed2026-05-14

IBIT

ISHARES BITCOIN TRUST ETF

-56.33%

Shares103.0K

Event2026-03-31

Filed2026-05-14

ADI

ANALOG DEVICES INC

-0.39%

Shares12.1K

Event2026-03-31

Filed2026-05-14

URA

GLOBAL X FDS

223.57%

Shares79.2K

Event2026-03-31

Filed2026-05-14

GDXJ

VANECK ETF TRUST

940.02%

Shares27.8K

Event2026-03-31

Filed2026-05-14

IGF

ISHARES TR

104.37%

Shares49.1K

Event2026-03-31

Filed2026-05-14

XLU

SELECT SECTOR SPDR TR

-78.12%

Shares71.2K

Event2026-03-31

Filed2026-05-14

PHYS

SPROTT ASSET MANAGEMENT LP

-54.90%

Shares89.8K

Event2026-03-31

Filed2026-05-14

PFF

ISHARES TR

91.17%

Shares103.6K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

0.32%

Shares7.9K

Event2026-03-31

Filed2026-05-14

KKR & CO INC

0.09%

Shares31.5K

Event2026-03-31

Filed2026-05-14

SHV

ISHARES TR

-10.20%

Shares25.9K

Event2026-03-31

Filed2026-05-14

DELL

DELL TECHNOLOGIES INC

11.37%

Shares16.9K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

-43.56%

Shares26.6K

Event2026-03-31

Filed2026-05-14

IDV

ISHARES TR

79.89%

Shares61.8K

Event2026-03-31

Filed2026-05-14

VYMI

VANGUARD WHITEHALL FDS

120.11%

Shares27.2K

Event2026-03-31

Filed2026-05-14

IDVO

AMPLIFY ETF TR

124.47%

Shares63.2K

Event2026-03-31

Filed2026-05-14

INVESCO EXCH TRADED FD TR II

115.18%

Shares36.6K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

0.00%

Shares27.3K

Event2026-03-31

Filed2026-05-14

HHH

HOWARD HUGHES HOLDINGS INC

25.39%

Shares38.1K

Event2026-03-31

Filed2026-05-14

FALN

ISHARES TR

77.47%

Shares89.9K

Event2026-03-31

Filed2026-05-14

MCY

MERCURY GENL CORP NEW

New

Shares27.0K

Event2026-03-31

Filed2026-05-14