Sponsored

The Analysis of QTR Family Wealth, LLC's Holdings & P&L

Currently, QTR Family Wealth, LLC holds 287 types of securities in its portfolio with a total value $240.1M. In the most recent quarter, they have increased their positions in GBTC (+25.1K shares, valued at $1.4M), MSFT (+2.0K shares, valued at $803.1K), N/A (+1.6K shares, valued at $610.4K); decreased their positions in IBIT (-35.1K shares, valued at $1.5M), JBBB (-10.2K shares, valued at $476.4K), N/A (-560 shares, valued at $357.5K); initiated new positions in GBTC (+25.1K shares, valued at $1.4M), BKNG (+3.0K shares, valued at $543.4K), SPGI (+1.2K shares, valued at $502.5K).

1M P&L

+6.9M+3.33%

3M P&L

+12.5M+6.18%

HY P&L

+14.3M+7.09%

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/A48.4M

24.8%

2Semiconductors16.4M

8.4%

3Software - Infrastructure13.6M

7.0%

Top Industries by Stock Count

1N/A66 stocks

25.2%

2Software - Application13 stocks

5.0%

3Asset Management9 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION51.0K shares4.29%2026-03-312026-04-16

AAPL APPLE INC33.8K shares-2.95%2026-03-312026-04-16

ALPHABET INC ALPHABET INC22.9K shares1.10%2026-03-312026-04-16

MSFT MICROSOFT CORP18.3K shares12.55%2026-03-312026-04-16

TSLA TESLA INC16.8K shares3.28%2026-03-312026-04-16

AMZN AMAZON COM INC23.9K shares0.63%2026-03-312026-04-16

ABL ABACUS GLOBAL MGMT INC628.6K shares0.00%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS8.5K shares-6.15%2026-03-312026-04-16

Sponsored

ALPHABET INC ALPHABET INC15.3K shares6.08%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR7.5K shares7.18%2026-03-312026-04-16

BROADCOM INC BROADCOM INC11.9K shares15.61%2026-03-312026-04-16

BIOHAVEN LTD BIOHAVEN LTD336.0K shares0.34%2026-03-312026-04-16

PLTR PALANTIR TECHNOLOGIES INC24.0K shares20.92%2026-03-312026-04-16

JAAA JANUS DETROIT STR TR59.0K shares2.71%2026-03-312026-04-16

BXSL BLACKSTONE SECD LENDING FD120.1K shares23.96%2026-03-312026-04-16

FBTC FIDELITY WISE ORIGIN BITCOIN43.3K shares-5.62%2026-03-312026-04-16

Sponsored

META META PLATFORMS INC4.2K shares4.34%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.4K shares11.31%2026-03-312026-04-16

XOM EXXON MOBIL CORP17.0K shares2.80%2026-03-312026-04-16

MU MICRON TECHNOLOGY INC5.3K shares4.43%2026-03-312026-04-16

IBIT ISHARES BITCOIN TRUST ETF56.9K shares-38.12%2026-03-312026-04-16

JSI JANUS DETROIT STR TR45.1K shares4.05%2026-03-312026-04-16

UPS UNITED PARCEL SVCS INC22.6K shares-0.93%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO7.3K shares-2.30%2026-03-312026-04-16

Sponsored

WMT WALMART INC17.2K shares1.43%2026-03-312026-04-16

COWZ PACER FDS TR34.6K shares-0.34%2026-03-312026-04-16

MORGAN STANLEY ETF TRUST MORGAN STANLEY ETF TRUST39.2K shares9.58%2026-03-312026-04-16

JIII JANUS DETROIT STR TR39.4K shares33.28%2026-03-312026-04-16

EVLN MORGAN STANLEY ETF TRUST38.7K shares-0.05%2026-03-312026-04-16

LLY ELI LILLY & CO1.7K shares15.63%2026-03-312026-04-16

BCRX BIOCRYST PHARMACEUTICALS INC157.1K shares1.95%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON6.2K shares2.62%2026-03-312026-04-16

Sponsored

CGDG CAPITAL GROUP DIVIDEND GROWE39.5K shares-0.32%2026-03-312026-04-16

GBTC GRAYSCALE BITCOIN TRUST ETF25.1K sharesnew addition2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC12.0K shares2.22%2026-03-312026-04-16

FVD FIRST TR EXCHANGE-TRADED FD29.9K shares-1.33%2026-03-312026-04-16

ORCL ORACLE CORP8.7K shares20.99%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T2.0K shares0.00%2026-03-312026-04-16

NFLX NETFLIX INC.13.2K shares16.96%2026-03-312026-04-16

FIXD FIRST TR EXCHNG TRADED FD VI31.2K shares-7.27%2026-03-312026-04-16

Sponsored

BMY BRISTOL-MYERS SQUIBB CO22.0K shares11.46%2026-03-312026-04-16

FTCS FIRST TR EXCHANGE-TRADED FD13.4K shares3.08%2026-03-312026-04-16

CVX CHEVRON CORPORATION6.5K shares0.65%2026-03-312026-04-16

DIA STATE STR SPDR DOW JONES IND2.5K shares5.80%2026-03-312026-04-16

BLACKROCK INC BLACKROCK INC1.1K shares34.33%2026-03-312026-04-16

QQQE DIREXION SHARES ETF TRUST10.5K shares-4.34%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION1.1K shares46.65%2026-03-312026-04-16

MSTR STRATEGY INC7.4K shares0.37%2026-03-312026-04-16

Sponsored

INTC INTEL CORP15.9K shares-3.83%2026-03-312026-04-16

V VISA INC3.1K shares-7.26%2026-03-312026-04-16

CRWD CROWDSTRIKE HLDGS INC2.4K shares-2.11%2026-03-312026-04-16

CB CHUBB LTD SWITZ2.9K shares-0.17%2026-03-312026-04-16

FIX COMFORT SYS USA INC575 shares12.09%2026-03-312026-04-16

RDVI FIRST TR EXCHANGE-TRADED FD34.6K shares-0.43%2026-03-312026-04-16

HD HOME DEPOT INC2.7K shares10.72%2026-03-312026-04-16

IVW ISHARES TR7.1K shares-1.34%2026-03-312026-04-16

Sponsored

GEV GE VERNOVA INC902 shares30.16%2026-03-312026-04-16

CAT CATERPILLAR INC1.1K shares0.99%2026-03-312026-04-16

FDX FEDEX CORP2.3K shares3.45%2026-03-312026-04-16

LMT LOCKHEED MARTIN CORP1.4K shares14.45%2026-03-312026-04-16

CSCO CISCO SYS INC10.2K shares1.77%2026-03-312026-04-16

BAC BANK AMERICA CORP15.7K shares-1.49%2026-03-312026-04-16

MAR MARRIOTT INTL INC NEW2.3K shares0.18%2026-03-312026-04-16

GE AEROSPACE GE AEROSPACE2.6K shares67.67%2026-03-312026-04-16

Sponsored

PCG PG&E CORP47.0K shares12.66%2026-03-312026-04-16

EIX EDISON INTL11.3K shares4.63%2026-03-312026-04-16

ASCE ALLSPRING EXCHANGE TRADED FU25.7K shares4.87%2026-03-312026-04-16

TXN TEXAS INSTRS INC3.6K shares-2.11%2026-03-312026-04-16

AMD ADVANCED MICRO DEVICES INC3.1K shares-1.61%2026-03-312026-04-16

DHR DANAHER CORP DEL3.9K shares194.65%2026-03-312026-04-16

PSX PHILLIPS 664.7K shares-7.15%2026-03-312026-04-16

VRP INVESCO EXCH TRADED FD TR II30.0K shares0.00%2026-03-312026-04-16

Sponsored

XJUN FIRST TR EXCHNG TRADED FD VI16.7K shares-8.66%2026-03-312026-04-16

CSM PROSHARES TR9.0K shares-0.20%2026-03-312026-04-16

SIZE ISHARES TR4.3K shares-1.10%2026-03-312026-04-16

FDN FIRST TR EXCHANGE-TRADED FD2.8K shares-1.01%2026-03-312026-04-16

PG PROCTER & GAMBLE CO4.9K shares-2.21%2026-03-312026-04-16

ABNB AIRBNB INC5.3K shares38.67%2026-03-312026-04-16

ARISTA NETWORKS INC ARISTA NETWORKS INC4.5K shares12.06%2026-03-312026-04-16

WDC WESTERN DIGITAL CORP1.9K shares16.74%2026-03-312026-04-16

Sponsored

BLACKSTONE INC BLACKSTONE INC5.4K shares-9.17%2026-03-312026-04-16

ABBV ABBVIE INC3.3K shares-5.91%2026-03-312026-04-16

JBHT HUNT J B TRANS SVCS INC3.0K shares3.39%2026-03-312026-04-16

SYK STRYKER CORPORATION1.9K shares101.35%2026-03-312026-04-16

FDL FIRST TR EXCHANGE-TRADED FD13.2K shares-6.29%2026-03-312026-04-16

NEM NEWMONT CORP5.4K shares6.61%2026-03-312026-04-16

AMAT APPLIED MATLS INC1.6K shares4.07%2026-03-312026-04-16

CRDO CREDO TECHNOLOGY GROUP HOLDI4.0K shares-2.87%2026-03-312026-04-16

Sponsored

PM PHILIP MORRIS INTL INC4.0K shares-4.13%2026-03-312026-04-16

FTI TECHNIPFMC PLC8.8K shares0.67%2026-03-312026-04-16

JBBB JANUS DETROIT STR TR13.3K shares-43.34%2026-03-312026-04-16

TJX TJX COS INC NEW3.8K shares22.52%2026-03-312026-04-16

XDEC FIRST TR EXCHNG TRADED FD VI14.8K shares-5.33%2026-03-312026-04-16

CSQ CALAMOS STRATEGIC TOTAL RETU32.4K shares0.08%2026-03-312026-04-16

VPU VANGUARD WORLD FD3.0K shares-1.85%2026-03-312026-04-16

KMI KINDER MORGAN INC DEL18.9K shares1.13%2026-03-312026-04-16

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP2.2K shares8.20%2026-03-312026-04-16

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.7K shares-0.23%2026-03-312026-04-16

UNH UNITEDHEALTH GROUP INC1.9K shares4.61%2026-03-312026-04-16

PEP PEPSICO INC3.8K shares58.98%2026-03-312026-04-16

CIEN CIENA CORP1.3K shares-1.02%2026-03-312026-04-16

SNDK SANDISK CORP614 shares-32.45%2026-03-312026-04-16

EQWL INVESCO EXCHANGE TRADED FD T4.7K shares-1.54%2026-03-312026-04-16

MA MASTERCARD INCORPORATED1.1K shares6.07%2026-03-312026-04-16

Sponsored

VOE VANGUARD INDEX FDS2.9K shares-0.61%2026-03-312026-04-16

EXPE EXPEDIA GROUP INC2.2K shares-26.89%2026-03-312026-04-16

VLO VALERO ENERGY CORP2.3K shares0.04%2026-03-312026-04-16

VRT VERTIV HOLDINGS CO1.8K shares73.96%2026-03-312026-04-16

BKNG BOOKING HOLDINGS INC3.0K sharesnew addition2026-03-312026-04-16

JANUS DETROIT STR TR JANUS DETROIT STR TR10.0K shares10.33%2026-03-312026-04-16

WELL WELLTOWER INC2.6K shares-0.93%2026-03-312026-04-16

EFAV ISHARES TR5.7K shares-3.20%2026-03-312026-04-16

Sponsored

COP CONOCOPHILLIPS4.4K shares0.57%2026-03-312026-04-16

FCX FREEPORT MCMORAN INC7.7K shares13.25%2026-03-312026-04-16

SPGI S&P GLOBAL INC1.2K sharesnew addition2026-03-312026-04-16

CMI CUMMINS INC813 shares2.01%2026-03-312026-04-16

HON HONEYWELL INTL INC2.1K shares44.02%2026-03-312026-04-16

PGR PROGRESSIVE CORP2.5K shares-13.01%2026-03-312026-04-16

TER TERADYNE INC1.3K shares42.54%2026-03-312026-04-16

EME EMCOR GROUP INC598 shares43.06%2026-03-312026-04-16

Sponsored

XMAR FIRST TR EXCHNG TRADED FD VI11.5K shares-8.91%2026-03-312026-04-16

ABT ABBOTT LABORATORIES4.7K shares27.88%2026-03-312026-04-16

DRAFTKINGS INC NEW DRAFTKINGS INC NEW20.6K shares110.83%2026-03-312026-04-16

LOW LOWES COS INC1.9K shares-3.70%2026-03-312026-04-16

RTX RTX CORPORATION2.3K shares-3.38%2026-03-312026-04-16

MS MORGAN STANLEY2.6K shares2.94%2026-03-312026-04-16

GM GENERAL MTRS CO5.9K shares2.15%2026-03-312026-04-16

REGN REGENERON PHARMACEUTICALS614 shares11.64%2026-03-312026-04-16

Sponsored

NOBL PROSHARES TR4.3K shares0.09%2026-03-312026-04-16

DAL DELTA AIR LINES INC6.1K shares49.21%2026-03-312026-04-16

CNC CENTENE CORP DEL11.8K shares-29.62%2026-03-312026-04-16

TGT TARGET CORP3.6K shares-2.70%2026-03-312026-04-16

DOW DOW HLDGS INC11.1K sharesnew addition2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS1.8K shares32.96%2026-03-312026-04-16

FXH FIRST TR EXCHANGE-TRADED FD3.7K shares-2.46%2026-03-312026-04-16

PNC PNC FINL SVCS GROUP INC1.9K shares-1.30%2026-03-312026-04-16

Sponsored

MMC MARSH & MCLENNAN COS INC2.4K shares73.09%2026-03-312026-04-16

TRV TRAVELERS COMPANIES INC1.4K shares17.88%2026-03-312026-04-16

CITIGROUP INC CITIGROUP INC3.2K shares0.00%2026-03-312026-04-16

DLR DIGITAL RLTY TR INC2.1K shares-1.05%2026-03-312026-04-16

DG DOLLAR GEN CORP3.4K shares27.32%2026-03-312026-04-16

VSDA VICTORY PORTFOLIOS II7.1K shares-1.45%2026-03-312026-04-16

SNOW SNOWFLAKE INC2.9K shares153.30%2026-03-312026-04-16

ADBE ADOBE INC1.7K shares59.96%2026-03-312026-04-16

Sponsored

MLI MUELLER INDS INC3.2K shares13.24%2026-03-312026-04-16

TSM TAIWAN SEMICONDUCTOR MANUFAC1.0K shares-6.13%2026-03-312026-04-16

SLB SLB LIMITED7.5K shares0.65%2026-03-312026-04-16

IEFA ISHARES TR4.0K shares-3.92%2026-03-312026-04-16

FAD FIRST TR EXCHANGE-TRADED ALP2.2K shares5.57%2026-03-312026-04-16

QDPL PACER FDS TR8.9K shares0.15%2026-03-312026-04-16

BURL BURLINGTON STORES INC1.1K sharesnew addition2026-03-312026-04-16

MO ALTRIA GROUP INC5.7K shares-1.89%2026-03-312026-04-16

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.9K shares-8.42%2026-03-312026-04-16

T AT&T INC14.4K shares0.00%2026-03-312026-04-16

IHDG WISDOMTREE TR7.2K shares-4.67%2026-03-312026-04-16

INCY INCYTE CORP3.7K shares0.00%2026-03-312026-04-16

XISE FIRST TR EXCHNG TRADED FD VI12.0K shares0.00%2026-03-312026-04-16

FTNT FORTINET INC4.6K sharesnew addition2026-03-312026-04-16

PAYX PAYCHEX INC4.0K shares50.02%2026-03-312026-04-16

NYT NEW YORK TIMES CO MTN BE4.4K shares29.20%2026-03-312026-04-16

Sponsored

CGIE CAPITAL GROUP INTERNATIONAL9.9K shares16.71%2026-03-312026-04-16

BIIB BIOGEN INC2.0K shares7.45%2026-03-312026-04-16

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.7K shares-4.63%2026-03-312026-04-16

NCDL NUVEEN CHURCHILL DIRECT LEND25.3K shares-0.95%2026-03-312026-04-16

FIVE FIVE BELOW INC1.6K sharesnew addition2026-03-312026-04-16

KO COCA COLA CO4.6K shares18.08%2026-03-312026-04-16

FYX FIRST TR EXCHANGE-TRADED ALP2.7K shares-2.27%2026-03-312026-04-16

HAL HALLIBURTON CO9.1K shares0.00%2026-03-312026-04-16

Sponsored

EXE EXPAND ENERGY CORPORATION3.5K sharesnew addition2026-03-312026-04-16

UBER UBER TECHNOLOGIES INC4.7K shares0.32%2026-03-312026-04-16

AMGN AMGEN INC945 shares-2.38%2026-03-312026-04-16

EATON CORP PLC EATON CORP PLC822 shares-3.75%2026-03-312026-04-16

BA BOEING CO1.5K shares57.33%2026-03-312026-04-16

APH AMPHENOL CORP2.2K shares50.93%2026-03-312026-04-16

LINDE PLC LINDE PLC649 shares25.29%2026-03-312026-04-16

VIK VIKING HOLDINGS LTD4.0K sharesnew addition2026-03-312026-04-16

Sponsored

NTRA NATERA INC1.5K shares-5.70%2026-03-312026-04-16

ICOW PACER FDS TR7.3K shares0.51%2026-03-312026-04-16

IPKW INVESCO EXCH TRADED FD TR II5.5K shares0.00%2026-03-312026-04-16

RSPS INVESCO EXCHANGE TRADED FD T11.0K shares-2.21%2026-03-312026-04-16

ITT INC ITT INC1.4K sharesnew addition2026-03-312026-04-16

TXRH TEXAS ROADHOUSE INC2.0K shares40.55%2026-03-312026-04-16

TSN TYSON FOODS INC4.9K shares41.54%2026-03-312026-04-16

FAST FASTENAL CO7.1K shares-0.99%2026-03-312026-04-16

Sponsored

UNP UNION PAC CORP1.3K shares12.93%2026-03-312026-04-16

XIDE FIRST TR EXCHNG TRADED FD VI10.4K shares0.00%2026-03-312026-04-16

NEE NEXTERA ENERGY INC3.4K shares-0.20%2026-03-312026-04-16

GILD GILEAD SCIENCES INC2.2K shares0.00%2026-03-312026-04-16

DIS DISNEY WALT CO3.0K shares-18.18%2026-03-312026-04-16

IAT ISHARES TR5.3K shares0.06%2026-03-312026-04-16

MCD MCDONALDS CORP1.0K shares-2.98%2026-03-312026-04-16

EVR EVERCORE INC849 sharesnew addition2026-03-312026-04-16

Sponsored

SF STIFEL FINL CORP3.7K shares98.36%2026-03-312026-04-16

TXT TEXTRON INC3.3K shares-3.92%2026-03-312026-04-16

XSEP FIRST TR EXCHNG TRADED FD VI6.9K shares-17.76%2026-03-312026-04-16

ES EVERSOURCE ENERGY4.3K shares30.47%2026-03-312026-04-16

JCI JOHNSON CONTROLS INTERNATION2.1K sharesnew addition2026-03-312026-04-16

ADI ANALOG DEVICES INC842 shares0.24%2026-03-312026-04-16

FV FIRST TR EXCHANGE TRADED FD4.5K shares-1.63%2026-03-312026-04-16

NSC NORFOLK SOUTHN CORP967 shares-3.59%2026-03-312026-04-16

Sponsored

NOW SERVICENOW INC3.3K sharesnew addition2026-03-312026-04-16

CGDV CAPITAL GROUP DIVIDEND VALUE6.4K shares-2.06%2026-03-312026-04-16

AON PLC AON PLC896 sharesnew addition2026-03-312026-04-16

RDVY FIRST TR EXCHANGE TRADED FD3.9K shares-16.63%2026-03-312026-04-16

CRM SALESFORCE INC1.7K shares-12.11%2026-03-312026-04-16

SCHW SCHWAB CHARLES CORP2.9K sharesnew addition2026-03-312026-04-16

NTRS NORTHERN TR CORP1.8K sharesnew addition2026-03-312026-04-16

IVZ INVESCO LTD11.1K sharesnew addition2026-03-312026-04-16

Sponsored

MEDP MEDPACE HLDGS INC527 shares-24.50%2026-03-312026-04-16

PFE PFIZER INC10.1K shares7.61%2026-03-312026-04-16

SITE SITEONE LANDSCAPE SUPPLY INC2.0K sharesnew addition2026-03-312026-04-16

HII HUNTINGTON INGALLS INDS INC683 shares0.00%2026-03-312026-04-16

CMG CHIPOTLE MEXICAN GRILL INC7.7K shares-8.97%2026-03-312026-04-16

VUG VANGUARD INDEX FDS565 shares0.18%2026-03-312026-04-16

MOH MOLINA HEALTHCARE INC1.8K sharesnew addition2026-03-312026-04-16

WFC WELLS FARGO & CO3.2K shares24.97%2026-03-312026-04-16

Sponsored

BWA BORGWARNER INC4.9K shares0.00%2026-03-312026-04-16

ROST ROSS STORES INC1.2K shares6.92%2026-03-312026-04-16

CAH CARDINAL HEALTH INC1.2K shares0.00%2026-03-312026-04-16

FIS FIDELITY NATL INFORMATION SV5.5K sharesnew addition2026-03-312026-04-16

AMP AMERIPRISE FINL INC563 shares-1.40%2026-03-312026-04-16

JEPI J P MORGAN EXCHANGE TRADED F4.5K shares0.00%2026-03-312026-04-16

IWV ISHARES TR658 shares1.23%2026-03-312026-04-16

MTZ MASTEC INC705 sharesnew addition2026-03-312026-04-16

Sponsored

IWF ISHARES TR559 shares-5.73%2026-03-312026-04-16

SBUX STARBUCKS CORP2.6K shares0.62%2026-03-312026-04-16

LVS LAS VEGAS SANDS CORP4.6K shares4.74%2026-03-312026-04-16

HST HOST HOTELS & RESORTS INC12.1K sharesnew addition2026-03-312026-04-16

DE DEERE & CO424 shares-1.17%2026-03-312026-04-16

TW TRADEWEB MKTS INC2.1K sharesnew addition2026-03-312026-04-16

EQIX EQUINIX INC237 sharesnew addition2026-03-312026-04-16

REGL PROSHARES TR2.8K shares-0.18%2026-03-312026-04-16

Sponsored

IWD ISHARES TR1.1K shares-3.89%2026-03-312026-04-16

F FORD MTR CO19.5K shares-43.99%2026-03-312026-04-16

GLW CORNING INC1.4K sharesnew addition2026-03-312026-04-16

TPR TAPESTRY INC1.6K shares0.00%2026-03-312026-04-16

EFA ISHARES TR2.4K shares0.00%2026-03-312026-04-16

OVL LISTED FDS TR4.6K shares-11.51%2026-03-312026-04-16

ILMN ILLUMINA INC1.9K shares-24.19%2026-03-312026-04-16

NBIX NEUROCRINE BIOSCIENCES INC1.9K shares-18.22%2026-03-312026-04-16

Sponsored

HIMU BLACKROCK ETF TRUST II5.0K shares0.49%2026-03-312026-04-16

MELI MERCADOLIBRE INC131 shares15.93%2026-03-312026-04-16

XLK SELECT SECTOR SPDR TR1.6K shares0.12%2026-03-312026-04-16

MHK MOHAWK INDS INC2.3K sharesnew addition2026-03-312026-04-16

FMB FIRST TR EXCH TRADED FD III4.7K shares0.47%2026-03-312026-04-16

CFG CITIZENS FINL GROUP INC3.6K shares9.67%2026-03-312026-04-16

VTR VENTAS INC2.8K shares0.00%2026-03-312026-04-16

GAP GAP INC9.4K sharesnew addition2026-03-312026-04-16

Sponsored

VTV VANGUARD INDEX FDS1.2K shares0.09%2026-03-312026-04-16

MKTX MARKETAXESS HLDGS INC1.3K shares-1.68%2026-03-312026-04-16

PKG PACKAGING CORP AMER1.1K shares-10.08%2026-03-312026-04-16

KLAC KLA CORP127 sharesnew addition2026-03-312026-04-16

JHG JANUS HENDERSON GROUP PLC4.4K shares0.00%2026-03-312026-04-16

NOC NORTHROP GRUMMAN CORP332 shares-4.05%2026-03-312026-04-16

CBOE CBOE GLOBAL MKTS INC741 shares-4.76%2026-03-312026-04-16

BALL BALL CORP3.5K sharesnew addition2026-03-312026-04-16

Sponsored

LITE LUMENTUM HLDGS INC261 sharesnew addition2026-03-312026-04-16

CME CME GROUP INC748 shares-3.48%2026-03-312026-04-16

GLD SPDR GOLD TR490 shares-1.41%2026-03-312026-04-16

PLD PROLOGIS INC.1.6K shares5.49%2026-03-312026-04-16

VTRS VIATRIS INC15.6K shares-0.15%2026-03-312026-04-16

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.1K sharesnew addition2026-03-312026-04-16

BAB INVESCO EXCH TRADED FD TR II7.9K shares-18.61%2026-03-312026-04-16

TFC TRUIST FINL CORP4.3K shares10.06%2026-03-312026-04-16

Sponsored

VEEV VEEVA SYS INC1.3K sharesnew addition2026-03-312026-04-16

TMUS T-MOBILE US INC1.1K sharesnew addition2026-03-312026-04-16

A AGILENT TECHNOLOGIES INC1.7K sharesnew addition2026-03-312026-04-16

ULTA ULTA BEAUTY INC393 sharesnew addition2026-03-312026-04-16

DDOG DATADOG INC1.9K sharesnew addition2026-03-312026-04-16

DOV DOVER CORP951 shares0.00%2026-03-312026-04-16

CENCORA INC CENCORA INC644 shares-2.13%2026-03-312026-04-16

VZ VERIZON COMMUNICATIONS INC4.5K sharesnew addition2026-03-312026-04-16

Sponsored

NTNX NUTANIX INC5.6K sharesnew addition2026-03-312026-04-16

KMX CARMAX INC4.9K sharesnew addition2026-03-312026-04-16

HLT HILTON WORLDWIDE HLDGS INC614 sharesnew addition2026-03-312026-04-16

MANH MANHATTAN ASSOCIATES INC1.6K sharesnew addition2026-03-312026-04-16

VRSN VERISIGN INC753 sharesnew addition2026-03-312026-04-16

SMH VANECK ETF TRUST444 shares-17.78%2026-03-312026-04-16

TEM TEMPUS AI INC4.1K shares-9.01%2026-03-312026-04-16

ZM ZOOM COMMUNICATIONS INC2.4K shares-61.90%2026-03-312026-04-16

Sponsored

OWL BLUE OWL CAPITAL INC14.0K sharesnew addition2026-03-312026-04-16

HYT BLACKROCK CORPOR HI YLD FD I14.3K shares-12.39%2026-03-312026-04-16

CCC CCC INTELLIGENT SOLUTIONS HL15.8K sharesnew addition2026-03-312026-04-16

GTM ZOOMINFO TECHNOLOGIES INC11.2K sharesnew addition2026-03-312026-04-16

ALIT ALIGHT INC78.2K sharesnew addition2026-03-312026-04-16

BYND BEYOND MEAT INC13.8K sharesnew addition2026-03-312026-04-16

ATON ALPHATON CAPITAL CORP19.3K shares0.00%2026-03-312026-04-16

NVDA

NVIDIA CORPORATION

4.29%

Shares51.0K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-2.95%

Shares33.8K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

1.10%

Shares22.9K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

12.55%

Shares18.3K

Event2026-03-31

Filed2026-04-16

TSLA

TESLA INC

3.28%

Shares16.8K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

0.63%

Shares23.9K

Event2026-03-31

Filed2026-04-16

ABL

ABACUS GLOBAL MGMT INC

0.00%

Shares628.6K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-6.15%

Shares8.5K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

6.08%

Shares15.3K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TR

7.18%

Shares7.5K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

15.61%

Shares11.9K

Event2026-03-31

Filed2026-04-16

BIOHAVEN LTD

0.34%

Shares336.0K

Event2026-03-31

Filed2026-04-16

PLTR

PALANTIR TECHNOLOGIES INC

20.92%

Shares24.0K

Event2026-03-31

Filed2026-04-16

JAAA

JANUS DETROIT STR TR

2.71%

Shares59.0K

Event2026-03-31

Filed2026-04-16

BXSL

BLACKSTONE SECD LENDING FD

23.96%

Shares120.1K

Event2026-03-31

Filed2026-04-16

FBTC

FIDELITY WISE ORIGIN BITCOIN

-5.62%

Shares43.3K

Event2026-03-31

Filed2026-04-16