Sponsored

The Analysis of Prosperity Wealth Management, Inc.'s Holdings & P&L

Currently, Prosperity Wealth Management, Inc. holds 251 types of securities in its portfolio with a total value $300.4M. In the most recent quarter, they have increased their positions in ARKK (+24.1K shares, valued at $1.9M), SCHX (+59.1K shares, valued at $1.6M), TSM (+3.4K shares, valued at $1.0M); decreased their positions in IWP (-19.0K shares, valued at $2.6M), PG (-11.6K shares, valued at $1.7M), APP (-2.2K shares, valued at $1.5M); initiated new positions in ARKK (+24.1K shares, valued at $1.9M), TSM (+3.4K shares, valued at $1.0M), N/A (+11.7K shares, valued at $996.8K).

1M P&L

+12.7M+5.13%

3M P&L

+3.8M+1.46%

HY P&L

+6.1M+2.39%

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/A141.6M

57.2%

2Software - Infrastructure18.3M

7.4%

3Semiconductors12.6M

5.1%

Top Industries by Stock Count

1N/A120 stocks

53.6%

2Software - Infrastructure12 stocks

5.4%

3Software - Application8 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR970.7K shares6.48%2025-12-312026-03-27

SCHG SCHWAB STRATEGIC TR749.7K shares3.67%2025-12-312026-03-27

VANGUARD INDEX FDS VANGUARD INDEX FDS24.1K shares0.97%2025-12-312026-03-27

INVESCO QQQ TR INVESCO QQQ TR20.0K shares3.04%2025-12-312026-03-27

MSFT MICROSOFT CORP16.5K shares-4.15%2025-12-312026-03-27

NVDA NVIDIA CORPORATION40.5K shares-1.61%2025-12-312026-03-27

IUS INVESCO EXCH TRD SLF IDX FD123.1K shares-4.41%2025-12-312026-03-27

AMZN AMAZON COM INC25.0K shares6.61%2025-12-312026-03-27

Sponsored

SPHY SPDR SERIES TRUST223.9K shares-3.56%2025-12-312026-03-27

AAPL APPLE INC18.1K shares-0.72%2025-12-312026-03-27

PLTR PALANTIR TECHNOLOGIES INC27.5K shares4.71%2025-12-312026-03-27

VONG VANGUARD SCOTTSDALE FDS36.2K shares4.02%2025-12-312026-03-27

ALPHABET INC ALPHABET INC12.0K shares9.41%2025-12-312026-03-27

LLY ELI LILLY & CO3.3K shares34.99%2025-12-312026-03-27

MGK VANGUARD WORLD FD8.0K shares3.55%2025-12-312026-03-27

FNDX SCHWAB STRATEGIC TR113.9K shares41.29%2025-12-312026-03-27

Sponsored

META META PLATFORMS INC4.2K shares6.60%2025-12-312026-03-27

UPRO PROSHARES TR23.8K shares0.11%2025-12-312026-03-27

GS GOLDMAN SACHS GROUP INC3.0K shares-7.72%2025-12-312026-03-27

DRAFTKINGS INC NEW DRAFTKINGS INC NEW72.0K shares4.29%2025-12-312026-03-27

ARISTA NETWORKS INC ARISTA NETWORKS INC18.7K shares-17.11%2025-12-312026-03-27

GBTC GRAYSCALE BITCOIN TRUST ETF35.5K shares36.05%2025-12-312026-03-27

LRGG NOMURA ETF TR76.5K shares-14.69%2025-12-312026-03-27

TRGP TARGA RES CORP11.9K shares9.69%2025-12-312026-03-27

Sponsored

UBER UBER TECHNOLOGIES INC26.0K shares-1.10%2025-12-312026-03-27

TSLA TESLA INC4.5K shares5.92%2025-12-312026-03-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.6K shares97.93%2025-12-312026-03-27

TQQQ PROSHARES TR37.9K shares88.51%2025-12-312026-03-27

BXMX NUVEEN S&P 500 BUY-WRITE INC126.4K shares0.70%2025-12-312026-03-27

ARKK ARK ETF TR24.1K sharesnew addition2025-12-312026-03-27

BROADCOM INC BROADCOM INC5.1K shares-2.18%2025-12-312026-03-27

WYNN WYNN RESORTS LTD14.6K shares11.45%2025-12-312026-03-27

Sponsored

ASML ASML HOLDING N V1.6K shares30.39%2025-12-312026-03-27

IVV ISHARES TR2.5K shares4.26%2025-12-312026-03-27

GE AEROSPACE GE AEROSPACE5.3K shares3.32%2025-12-312026-03-27

MU MICRON TECHNOLOGY INC5.5K shares-42.39%2025-12-312026-03-27

VRT VERTIV HOLDINGS CO9.6K shares5.94%2025-12-312026-03-27

IBM INTERNATIONAL BUSINESS MACHS4.9K shares22.14%2025-12-312026-03-27

XOM EXXON MOBIL CORP11.3K shares-3.25%2025-12-312026-03-27

YQQQ TIDAL TRUST II111.0K shares3.14%2025-12-312026-03-27

Sponsored

SMH VANECK ETF TRUST3.7K shares21.85%2025-12-312026-03-27

SHOP SHOPIFY INC8.2K shares-42.04%2025-12-312026-03-27

VST VISTRA CORP8.1K shares21.49%2025-12-312026-03-27

NEOS ETF TRUST NEOS ETF TRUST27.8K shares8.63%2025-12-312026-03-27

SGOV ISHARES TR12.7K shares-24.34%2025-12-312026-03-27

CRWD CROWDSTRIKE HLDGS INC2.7K shares-20.40%2025-12-312026-03-27

VEA VANGUARD TAX-MANAGED FDS20.1K shares77.40%2025-12-312026-03-27

AGGH SIMPLIFY EXCHANGE TRADED FUN60.4K shares1.85%2025-12-312026-03-27

Sponsored

WMT WALMART INC10.8K shares88.04%2025-12-312026-03-27

IWF ISHARES TR2.5K shares0.00%2025-12-312026-03-27

EMEQ NOMURA ETF TR27.5K shares9.99%2025-12-312026-03-27

CEG CONSTELLATION ENERGY CORP3.0K shares0.46%2025-12-312026-03-27

RFIX SIMPLIFY EXCHANGE TRADED FUN29.6K shares11.82%2025-12-312026-03-27

MDB MONGODB INC2.6K shares13.56%2025-12-312026-03-27

JPM JPMORGAN CHASE & CO.3.3K shares0.31%2025-12-312026-03-27

TSM TAIWAN SEMICONDUCTOR MFG LTD3.4K sharesnew addition2025-12-312026-03-27

Sponsored

DASH DOORDASH INC4.6K shares-2.37%2025-12-312026-03-27

CELESTICA INC CELESTICA INC3.5K shares1.76%2025-12-312026-03-27

PNC PNC FINL SVCS GROUP INC4.9K shares0.41%2025-12-312026-03-27

XLK SELECT SECTOR SPDR TR7.0K shares114.36%2025-12-312026-03-27

VUG VANGUARD INDEX FDS2.1K shares16.65%2025-12-312026-03-27

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC11.7K sharesnew addition2025-12-312026-03-27

JEPI J P MORGAN EXCHANGE TRADED F17.4K shares-9.02%2025-12-312026-03-27

GGLS DIREXION SHS ETF TR146.3K sharesnew addition2025-12-312026-03-27

Sponsored

COHERENT CORP COHERENT CORP5.3K sharesnew addition2025-12-312026-03-27

IDV ISHARES TR25.0K shares-9.91%2025-12-312026-03-27

DECK DECKERS OUTDOOR CORP9.3K shares20.45%2025-12-312026-03-27

FIX COMFORT SYS USA INC1.0K sharesnew addition2025-12-312026-03-27

AJG GALLAGHER ARTHUR J & CO3.7K shares217.02%2025-12-312026-03-27

PTY PIMCO CORPORATE & INCOME OPP73.7K shares-23.09%2025-12-312026-03-27

SPY SPDR S&P 500 ETF TR1.4K shares8.00%2025-12-312026-03-27

SPTS SPDR SERIES TRUST32.2K shares-27.29%2025-12-312026-03-27

Sponsored

ROCKET LAB CORP ROCKET LAB CORP13.5K shares0.07%2025-12-312026-03-27

QLD PROSHARES TR13.3K shares99.59%2025-12-312026-03-27

NEE NEXTERA ENERGY INC11.5K sharesnew addition2025-12-312026-03-27

MESOBLAST LTD MESOBLAST LTD50.9K shares1.90%2025-12-312026-03-27

NFLX NETFLIX INC9.7K shares1003.74%2025-12-312026-03-27

SHLD GLOBAL X FDS14.0K shares2.82%2025-12-312026-03-27

IWP ISHARES TR6.6K shares-74.24%2025-12-312026-03-27

KALU KAISER ALUMINUM CORP7.7K sharesnew addition2025-12-312026-03-27

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES I10.7K sharesnew addition2025-12-312026-03-27

CRM SALESFORCE INC3.3K sharesnew addition2025-12-312026-03-27

STRL STERLING INFRASTRUCTURE INC2.9K shares3.63%2025-12-312026-03-27

ARM ARM HOLDINGS PLC7.8K sharesnew addition2025-12-312026-03-27

SSO PROSHARES TR14.6K shares99.58%2025-12-312026-03-27

AXON AXON ENTERPRISE INC1.4K shares33.73%2025-12-312026-03-27

OEF ISHARES TR2.4K shares-7.62%2025-12-312026-03-27

EMR EMERSON ELEC CO6.2K shares-1.75%2025-12-312026-03-27

Sponsored

AMZZ GRANITESHARES ETF TR25.4K shares-0.78%2025-12-312026-03-27

VTI VANGUARD INDEX FDS2.3K shares0.48%2025-12-312026-03-27

ALAB ASTERA LABS INC4.5K shares5.35%2025-12-312026-03-27

MELI MERCADOLIBRE INC371 sharesnew addition2025-12-312026-03-27

IWY ISHARES TR2.6K shares4.27%2025-12-312026-03-27

ALPHABET INC ALPHABET INC2.3K shares11.20%2025-12-312026-03-27

SCHW SCHWAB CHARLES CORP7.3K shares9.25%2025-12-312026-03-27

RTX RTX CORPORATION3.9K shares-0.49%2025-12-312026-03-27

Sponsored

CGGR CAPITAL GROUP GROWTH ETF16.0K shares79.08%2025-12-312026-03-27

TFC TRUIST FINL CORP14.0K shares0.00%2025-12-312026-03-27

ORLY OREILLY AUTOMOTIVE INC7.4K shares-0.48%2025-12-312026-03-27

HOOD ROBINHOOD MKTS INC5.9K shares4.52%2025-12-312026-03-27

ISRG INTUITIVE SURGICAL INC1.2K sharesnew addition2025-12-312026-03-27

LOCO EL POLLO LOCO HLDGS INC62.7K sharesnew addition2025-12-312026-03-27

IYRI NEOS ETF TRUST13.2K shares11.83%2025-12-312026-03-27

PTIR GRANITESHARES ETF TR23.5K sharesnew addition2025-12-312026-03-27

Sponsored

IOO ISHARES TR4.9K shares-3.48%2025-12-312026-03-27

ONON ON HLDG AG13.1K sharesnew addition2025-12-312026-03-27

MVIS MICROVISION INC DEL729.9K shares-4.20%2025-12-312026-03-27

ILMN ILLUMINA INC4.5K sharesnew addition2025-12-312026-03-27

TMDX TRANSMEDICS GROUP INC4.9K sharesnew addition2025-12-312026-03-27

KARO KAROOOOO LTD13.0K shares66.35%2025-12-312026-03-27

BUCK SIMPLIFY EXCHANGE TRADED FUN23.8K shares-14.70%2025-12-312026-03-27

AS AMER SPORTS INC15.1K sharesnew addition2025-12-312026-03-27

Sponsored

FLEX FLEX LTD9.3K sharesnew addition2025-12-312026-03-27

NET CLOUDFLARE INC2.8K sharesnew addition2025-12-312026-03-27

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II7.8K shares-0.27%2025-12-312026-03-27

INOD INNODATA INC10.8K shares3.10%2025-12-312026-03-27

FVRR FIVERR INTL LTD27.7K sharesnew addition2025-12-312026-03-27

VT VANGUARD INTL EQUITY INDEX F3.9K shares82.31%2025-12-312026-03-27

DIREXION SHS ETF TR DIREXION SHS ETF TR91.4K sharesnew addition2025-12-312026-03-27

GDLC GRAYSCALE COINDESK CRYPTO12.9K sharesnew addition2025-12-312026-03-27

Sponsored

NOW SERVICENOW INC3.5K shares403.63%2025-12-312026-03-27

SOFI SOFI TECHNOLOGIES INC19.9K shares4.22%2025-12-312026-03-27

AUGT AIM ETF PRODUCTS TRUST14.4K shares0.00%2025-12-312026-03-27

BROS DUTCH BROS INC8.3K shares27.48%2025-12-312026-03-27

SCHI SCHWAB STRATEGIC TR22.2K shares-2.77%2025-12-312026-03-27

GEV GE VERNOVA INC780 shares63.18%2025-12-312026-03-27

BSCU INVESCO EXCH TRD SLF IDX FD30.0K shares89.87%2025-12-312026-03-27

SDOW PROSHARES TR15.8K sharesnew addition2025-12-312026-03-27

Sponsored

SBAR SIMPLIFY EXCHANGE TRADED FUN19.3K sharesnew addition2025-12-312026-03-27

TOST TOAST INC14.2K shares18.33%2025-12-312026-03-27

FIVN FIVE9 INC25.0K sharesnew addition2025-12-312026-03-27

TIDAL TRUST II TIDAL TRUST II19.3K sharesnew addition2025-12-312026-03-27

ES EVERSOURCE ENERGY7.4K shares0.24%2025-12-312026-03-27

WFC WELLS FARGO CO NEW5.3K sharesnew addition2025-12-312026-03-27

FIGR FIGURE TECHNOLOGY SOLUTIO11.9K sharesnew addition2025-12-312026-03-27

NXPI NXP SEMICONDUCTORS N V2.2K sharesnew addition2025-12-312026-03-27

Sponsored

IBIT ISHARES BITCOIN TRUST ETF9.6K shares86.80%2025-12-312026-03-27

SPBO SPDR SERIES TRUST16.2K shares-3.23%2025-12-312026-03-27

PSTG PURE STORAGE INC7.0K sharesnew addition2025-12-312026-03-27

IWB ISHARES TR1.3K shares-4.06%2025-12-312026-03-27

DOCU DOCUSIGN INC6.8K shares26.11%2025-12-312026-03-27

GLW CORNING INC5.3K sharesnew addition2025-12-312026-03-27

FELC FIDELITY COVINGTON TRUST12.2K shares-0.02%2025-12-312026-03-27

CGGO CAPITAL GROUP GBL GROWTH EQT13.5K shares99.57%2025-12-312026-03-27

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET11.5K shares74.64%2025-12-312026-03-27

PROSHARES TR PROSHARES TR12.8K sharesnew addition2025-12-312026-03-27

GLTR ABRDN PRECIOUS METALS BASKET2.2K sharesnew addition2025-12-312026-03-27

TBIL RBB FD INC9.1K shares-1.73%2025-12-312026-03-27

JPIB J P MORGAN EXCHANGE TRADED F9.2K shares4.97%2025-12-312026-03-27

KNG FIRST TR EXCHANGE-TRADED FD9.1K shares-25.17%2025-12-312026-03-27

CCJ CAMECO CORP4.9K sharesnew addition2025-12-312026-03-27

SEZL SEZZLE INC7.0K sharesnew addition2025-12-312026-03-27

Sponsored

AAPB GRANITESHARES ETF TR13.7K sharesnew addition2025-12-312026-03-27

SCHD SCHWAB STRATEGIC TR16.0K shares9.94%2025-12-312026-03-27

PDI PIMCO DYNAMIC INCOME FD24.8K shares31.72%2025-12-312026-03-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL867 shares6.91%2025-12-312026-03-27

GOF GUGGENHEIM STRATEGIC OPPORTU33.4K shares53.40%2025-12-312026-03-27

CW CURTISS WRIGHT CORP763 shares0.00%2025-12-312026-03-27

PATH UIPATH INC25.6K shares7.11%2025-12-312026-03-27

IJH ISHARES TR6.3K shares-3.38%2025-12-312026-03-27

Sponsored

BUFQ FIRST TR EXCHNG TRADED FD VI11.6K shares-16.64%2025-12-312026-03-27

FSK FS KKR CAP CORP28.0K shares-41.27%2025-12-312026-03-27

BSCY INVESCO EXCH TRD SLF IDX FD19.3K shares44.11%2025-12-312026-03-27

MINT PIMCO ETF TR4.0K shares76.09%2025-12-312026-03-27

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN17.8K shares23.69%2025-12-312026-03-27

BUFR FIRST TR EXCHNG TRADED FD VI11.2K shares-16.84%2025-12-312026-03-27

APLD APPLIED DIGITAL CORP15.6K shares-42.22%2025-12-312026-03-27

AAPD DIREXION SHS ETF TR29.1K sharesnew addition2025-12-312026-03-27

Sponsored

CIBR FIRST TR EXCHANGE TRADED FD5.3K shares92.71%2025-12-312026-03-27

QGRO AMERICAN CENTY ETF TR3.3K shares37.76%2025-12-312026-03-27

JMEE J P MORGAN EXCHANGE TRADED F5.8K shares6.00%2025-12-312026-03-27

PANW PALO ALTO NETWORKS INC2.0K shares-0.68%2025-12-312026-03-27

AMD ADVANCED MICRO DEVICES INC1.7K shares8.34%2025-12-312026-03-27

ALLT ALLOT LTD36.3K shares37.50%2025-12-312026-03-27

GTLB GITLAB INC9.5K sharesnew addition2025-12-312026-03-27

MGC VANGUARD WORLD FD1.4K shares13.42%2025-12-312026-03-27

Sponsored

QBTS D-WAVE QUANTUM INC13.5K shares-43.89%2025-12-312026-03-27

CONL GRANITESHARES ETF TR24.0K shares-11.31%2025-12-312026-03-27

PROSHARES TR PROSHARES TR11.0K sharesnew addition2025-12-312026-03-27

BSCV INVESCO EXCH TRD SLF IDX FD20.8K shares92.81%2025-12-312026-03-27

HYG ISHARES TR4.3K shares0.00%2025-12-312026-03-27

VTIP VANGUARD MALVERN FDS6.9K shares-1.49%2025-12-312026-03-27

PROSHARES TR PROSHARES TR4.8K sharesnew addition2025-12-312026-03-27

PG PROCTER AND GAMBLE CO2.3K shares-83.62%2025-12-312026-03-27

Sponsored

SNOW SNOWFLAKE INC1.5K sharesnew addition2025-12-312026-03-27

NOBL PROSHARES TR3.1K shares-0.29%2025-12-312026-03-27

MGV VANGUARD WORLD FD2.3K shares5.52%2025-12-312026-03-27

IONQ IONQ INC6.9K shares-17.86%2025-12-312026-03-27

SPYM SPDR SERIES TRUST3.8K shares0.71%2025-12-312026-03-27

CCEF CALAMOS ETF TR10.7K shares0.11%2025-12-312026-03-27

FFTY INNOVATOR ETFS TRUST8.8K shares-48.40%2025-12-312026-03-27

AUR AURORA INNOVATION INC78.0K sharesnew addition2025-12-312026-03-27

Sponsored

OSCR OSCAR HEALTH INC20.7K shares-33.82%2025-12-312026-03-27

BITO PROSHARES TR23.9K shares0.00%2025-12-312026-03-27

CANQ CALAMOS ETF TR9.7K shares-3.87%2025-12-312026-03-27

XLG INVESCO EXCHANGE TRADED FD T4.8K sharesnew addition2025-12-312026-03-27

DTH WISDOMTREE TR5.4K shares-5.35%2025-12-312026-03-27

TLTW ISHARES TR12.3K sharesnew addition2025-12-312026-03-27

SCHB SCHWAB STRATEGIC TR10.6K shares4.44%2025-12-312026-03-27

ETHE GRAYSCALE ETHEREUM TRUST ETF11.3K shares38.94%2025-12-312026-03-27

Sponsored

IGR CBRE GBL REAL ESTATE INC FD62.5K sharesnew addition2025-12-312026-03-27

EFAS GLOBAL X FDS14.1K shares-0.87%2025-12-312026-03-27

MCO MOODYS CORP535 shares0.00%2025-12-312026-03-27

KHC KRAFT HEINZ CO11.2K sharesnew addition2025-12-312026-03-27

CGBL CAPITAL GROUP CORE BALANCED7.4K sharesnew addition2025-12-312026-03-27

PAVE GLOBAL X FDS5.3K shares0.44%2025-12-312026-03-27

KLIP KRANESHARES TRUST8.3K sharesnew addition2025-12-312026-03-27

V VISA INC713 shares0.71%2025-12-312026-03-27

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP1.5K sharesnew addition2025-12-312026-03-27

SPHQ INVESCO EXCHANGE TRADED FD T3.3K shares-2.69%2025-12-312026-03-27

JNJ JOHNSON & JOHNSON1.2K shares4.28%2025-12-312026-03-27

AMPLIFY ETF TR AMPLIFY ETF TR6.3K sharesnew addition2025-12-312026-03-27

REZ ISHARES TR3.0K shares3.89%2025-12-312026-03-27

FMC FMC CORP17.7K sharesnew addition2025-12-312026-03-27

FDD FIRST TR EXCHANGE-TRADED FD14.0K shares-3.74%2025-12-312026-03-27

VIGI VANGUARD WHITEHALL FDS2.6K shares13.08%2025-12-312026-03-27

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD2.4K sharesnew addition2025-12-312026-03-27

BA BOEING CO1.1K shares0.09%2025-12-312026-03-27

AIQ GLOBAL X FDS4.6K shares-6.76%2025-12-312026-03-27

VTV VANGUARD INDEX FDS1.2K shares9.36%2025-12-312026-03-27

XLF SELECT SECTOR SPDR TR4.2K sharesnew addition2025-12-312026-03-27

SDVY FIRST TR EXCHANGE-TRADED FD6.1K shares-15.00%2025-12-312026-03-27

MERCK & CO INC MERCK & CO INC2.2K sharesnew addition2025-12-312026-03-27

ABBV ABBVIE INC983 shares0.61%2025-12-312026-03-27

Sponsored

O REALTY INCOME CORP4.0K shares0.00%2025-12-312026-03-27

XNTK SPDR SERIES TRUST804 shares-8.84%2025-12-312026-03-27

DLN WISDOMTREE TR2.5K shares-0.71%2025-12-312026-03-27

VIG VANGUARD SPECIALIZED FUNDS1.0K sharesnew addition2025-12-312026-03-27

APP APPLOVIN CORP325 shares-87.18%2025-12-312026-03-27

MAR MARRIOTT INTL INC NEW700 sharesnew addition2025-12-312026-03-27

MTUM ISHARES TR861 shares-1.71%2025-12-312026-03-27

DIS DISNEY WALT CO1.9K shares-5.79%2025-12-312026-03-27

Sponsored

CRS CARPENTER TECHNOLOGY CORP681 sharesnew addition2025-12-312026-03-27

SCHV SCHWAB STRATEGIC TR7.2K sharesnew addition2025-12-312026-03-27

IVW ISHARES TR1.7K shares0.00%2025-12-312026-03-27

XHB SPDR SERIES TRUST2.1K shares-9.81%2025-12-312026-03-27

GRID FIRST TR EXCHANGE TRADED FD1.4K sharesnew addition2025-12-312026-03-27

XLV SELECT SECTOR SPDR TR1.4K sharesnew addition2025-12-312026-03-27

IYW ISHARES TR1.0K shares0.00%2025-12-312026-03-27

BIL SPDR SERIES TRUST2.3K shares-33.17%2025-12-312026-03-27

Sponsored

WEN WENDYS CO24.9K sharesnew addition2025-12-312026-03-27

RDVY FIRST TR EXCHANGE TRADED FD2.9K sharesnew addition2025-12-312026-03-27

HD HOME DEPOT INC590 shares-0.84%2025-12-312026-03-27

WHR WHIRLPOOL CORP2.8K sharesnew addition2025-12-312026-03-27

PPA INVESCO EXCHANGE TRADED FD T1.3K sharesnew addition2025-12-312026-03-27

GLD SPDR GOLD TR505 sharesnew addition2025-12-312026-03-27

PCN PIMCO CORPORATE & INCM STRG15.4K shares-8.93%2025-12-312026-03-27

VENTURE GLOBAL INC VENTURE GLOBAL INC22.3K shares67.28%2025-12-312026-03-27

Sponsored

SMCL GRANITESHARES ETF TR20.8K sharesnew addition2025-12-312026-03-27

RZLV REZOLVE AI PLC24.7K sharesnew addition2025-12-312026-03-27

GNLN GREENLANE HLDGS INC16.6K sharesnew addition2025-12-312026-03-27

SCHX

SCHWAB STRATEGIC TR

6.48%

Shares970.7K

Event2025-12-31

Filed2026-03-27

SCHG

SCHWAB STRATEGIC TR

3.67%

Shares749.7K

Event2025-12-31

Filed2026-03-27

VANGUARD INDEX FDS

0.97%

Shares24.1K

Event2025-12-31

Filed2026-03-27

INVESCO QQQ TR

3.04%

Shares20.0K

Event2025-12-31

Filed2026-03-27

MSFT

MICROSOFT CORP

-4.15%

Shares16.5K

Event2025-12-31

Filed2026-03-27

NVDA

NVIDIA CORPORATION

-1.61%

Shares40.5K

Event2025-12-31

Filed2026-03-27

IUS

INVESCO EXCH TRD SLF IDX FD

-4.41%

Shares123.1K

Event2025-12-31

Filed2026-03-27

AMZN

AMAZON COM INC

6.61%

Shares25.0K

Event2025-12-31

Filed2026-03-27

SPHY

SPDR SERIES TRUST

-3.56%

Shares223.9K

Event2025-12-31

Filed2026-03-27

AAPL

APPLE INC

-0.72%

Shares18.1K

Event2025-12-31

Filed2026-03-27

PLTR

PALANTIR TECHNOLOGIES INC

4.71%

Shares27.5K

Event2025-12-31

Filed2026-03-27

VONG

VANGUARD SCOTTSDALE FDS

4.02%

Shares36.2K

Event2025-12-31

Filed2026-03-27

ALPHABET INC

9.41%

Shares12.0K

Event2025-12-31

Filed2026-03-27

LLY

ELI LILLY & CO

34.99%

Shares3.3K

Event2025-12-31

Filed2026-03-27

MGK

VANGUARD WORLD FD

3.55%

Shares8.0K

Event2025-12-31

Filed2026-03-27

FNDX

SCHWAB STRATEGIC TR

41.29%

Shares113.9K

Event2025-12-31

Filed2026-03-27