Sponsored

The Analysis of Ranch Capital Advisors Inc.'s Holdings & P&L

Currently, Ranch Capital Advisors Inc. holds 153 types of securities in its portfolio with a total value $273.5M. In the most recent quarter, they have increased their positions in GTY (+55.3K shares, valued at $1.8M), ABBV (+4.0K shares, valued at $873.7K), VZ (+13.8K shares, valued at $692.7K); decreased their positions in IBM (-3.4K shares, valued at $829.0K), BIL (-8.8K shares, valued at $809.1K), GDX (-1.6K shares, valued at $147.7K); initiated new positions in GTY (+55.3K shares, valued at $1.8M), NTR (+4.9K shares, valued at $374.7K), VXUS (+4.8K shares, valued at $367.0K).

1M P&L

+8.7M+3.44%

3M P&L

+6.0M+2.35%

HY P&L

+18.6M+7.68%

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/A98.9M

40.6%

2Drug Manufacturers - General17.2M

7.1%

3Semiconductors11.9M

4.9%

Top Industries by Stock Count

1N/A58 stocks

41.4%

2Drug Manufacturers - General6 stocks

4.3%

3Semiconductors5 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIL SPDR SERIES TRUST166.1K shares-5.05%2026-03-312026-05-06

AAPL APPLE INC42.1K shares0.15%2026-03-312026-05-06

NVDA NVIDIA CORPORATION52.5K shares-0.37%2026-03-312026-05-06

VYM VANGUARD WHITEHALL FDS57.0K shares2.98%2026-03-312026-05-06

VIG VANGUARD SPECIALIZED FUNDS38.3K shares0.57%2026-03-312026-05-06

BROADCOM INC BROADCOM INC25.5K shares1.37%2026-03-312026-05-06

VGIT VANGUARD SCOTTSDALE FDS113.2K shares2.36%2026-03-312026-05-06

MSFT MICROSOFT CORP17.6K shares0.80%2026-03-312026-05-06

Sponsored

T AT&T INC179.0K shares9.14%2026-03-312026-05-06

JPM JPMORGAN CHASE & CO17.4K shares2.93%2026-03-312026-05-06

TLH ISHARES TR49.5K shares1.12%2026-03-312026-05-06

VZ VERIZON COMMUNICATIONS INC90.2K shares18.06%2026-03-312026-05-06

CAH CARDINAL HEALTH INC21.0K shares2.11%2026-03-312026-05-06

DIVO AMPLIFY ETF TR95.0K shares3.60%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T6.4K shares-0.02%2026-03-312026-05-06

CSCO CISCO SYS INC53.0K shares2.28%2026-03-312026-05-06

Sponsored

TDIV FIRST TR EXCHANGE TRADED FD43.3K shares0.91%2026-03-312026-05-06

IRM IRON MTN INC DEL39.2K shares4.23%2026-03-312026-05-06

ALPHABET INC ALPHABET INC13.8K shares0.01%2026-03-312026-05-06

JNJ JOHNSON & JOHNSON15.9K shares3.71%2026-03-312026-05-06

AMGN AMGEN INC10.9K shares5.01%2026-03-312026-05-06

CITIGROUP INC CITIGROUP INC33.0K shares1.14%2026-03-312026-05-06

XLU SELECT SECTOR SPDR TR80.3K shares1.56%2026-03-312026-05-06

GILD GILEAD SCIENCES INC26.4K shares5.79%2026-03-312026-05-06

Sponsored

PG PROCTER & GAMBLE CO25.4K shares-0.63%2026-03-312026-05-06

ETR ENTERGY CORP NEW31.0K shares0.26%2026-03-312026-05-06

TSLA TESLA INC9.1K shares0.27%2026-03-312026-05-06

CMI CUMMINS INC6.0K shares-0.87%2026-03-312026-05-06

ABBV ABBVIE INC14.9K shares36.95%2026-03-312026-05-06

CVX CHEVRON CORPORATION15.3K shares0.93%2026-03-312026-05-06

IBM INTERNATIONAL BUSINESS MACHS12.4K shares-21.55%2026-03-312026-05-06

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW22.5K shares7.71%2026-03-312026-05-06

Sponsored

SO SOUTHERN CO30.1K shares6.67%2026-03-312026-05-06

XLK SELECT SECTOR SPDR TR21.2K shares-3.70%2026-03-312026-05-06

BLACKSTONE INC BLACKSTONE INC24.3K shares0.09%2026-03-312026-05-06

EVRG EVERGY INC32.6K shares4.52%2026-03-312026-05-06

AMZN AMAZON COM INC12.5K shares0.87%2026-03-312026-05-06

AFL AFLAC INC22.2K shares-4.13%2026-03-312026-05-06

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP7.0K shares7.37%2026-03-312026-05-06

XLP SELECT SECTOR SPDR TR29.1K shares14.93%2026-03-312026-05-06

Sponsored

TGT TARGET CORP18.5K shares8.24%2026-03-312026-05-06

VRP INVESCO EXCH TRADED FD TR II91.8K shares4.98%2026-03-312026-05-06

PFE PFIZER INC78.0K shares5.36%2026-03-312026-05-06

HYG ISHARES TR27.3K shares2.37%2026-03-312026-05-06

PEP PEPSICO INC13.7K shares6.79%2026-03-312026-05-06

UPS UNITED PARCEL SVCS INC20.5K shares11.92%2026-03-312026-05-06

VCLT VANGUARD SCOTTSDALE FDS26.9K shares4.23%2026-03-312026-05-06

PLD PROLOGIS INC.13.6K shares5.00%2026-03-312026-05-06

Sponsored

NEE NEXTERA ENERGY INC19.3K shares1.64%2026-03-312026-05-06

GTY GETTY RLTY CORP NEW55.3K sharesnew addition2026-03-312026-05-06

MEDTRONIC PLC MEDTRONIC PLC20.4K shares3.03%2026-03-312026-05-06

SPYM SPDR SERIES TRUST23.1K shares3.92%2026-03-312026-05-06

ALPHABET INC ALPHABET INC6.0K shares4.19%2026-03-312026-05-06

QQQM INVESCO EXCH TRADED FD TR II7.1K shares7.04%2026-03-312026-05-06

IP INTERNATIONAL PAPER CO45.8K shares0.80%2026-03-312026-05-06

DGRO ISHARES TR22.3K shares3.36%2026-03-312026-05-06

Sponsored

PAYX PAYCHEX INC16.8K shares2.14%2026-03-312026-05-06

AMD ADVANCED MICRO DEVICES INC7.2K shares0.91%2026-03-312026-05-06

PM PHILIP MORRIS INTL INC8.1K shares0.05%2026-03-312026-05-06

XLRE SELECT SECTOR SPDR TR31.8K shares3.94%2026-03-312026-05-06

VGSH VANGUARD SCOTTSDALE FDS22.0K shares0.58%2026-03-312026-05-06

EPD ENTERPRISE PRODS PARTNERS L32.5K shares0.67%2026-03-312026-05-06

XLF SELECT SECTOR SPDR TR23.8K shares-0.67%2026-03-312026-05-06

VB VANGUARD INDEX FDS4.5K shares3.22%2026-03-312026-05-06

Sponsored

MS MORGAN STANLEY7.1K shares0.51%2026-03-312026-05-06

CAT CATERPILLAR INC1.6K shares-3.07%2026-03-312026-05-06

HD HOME DEPOT INC3.4K shares17.75%2026-03-312026-05-06

GS GOLDMAN SACHS GROUP INC1.2K shares2.31%2026-03-312026-05-06

XLV SELECT SECTOR SPDR TR6.9K shares26.37%2026-03-312026-05-06

SPMD SPDR SERIES TRUST15.9K shares3.68%2026-03-312026-05-06

SPSM SPDR SERIES TRUST19.2K shares2.11%2026-03-312026-05-06

URI UNITED RENTALS INC1.3K shares2.44%2026-03-312026-05-06

Sponsored

COST COSTCO WHOLESALE CORPORATION897 shares2.28%2026-03-312026-05-06

VHT VANGUARD WORLD FD3.2K shares0.06%2026-03-312026-05-06

VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares0.07%2026-03-312026-05-06

NFLX NETFLIX INC.8.9K shares2.93%2026-03-312026-05-06

CB CHUBB LTD SWITZ2.6K shares2.07%2026-03-312026-05-06

BIZD VANECK ETF TRUST63.8K shares1.58%2026-03-312026-05-06

VGLT VANGUARD SCOTTSDALE FDS14.5K shares4.94%2026-03-312026-05-06

IBDR ISHARES TR32.9K shares6.53%2026-03-312026-05-06

Sponsored

SCHF SCHWAB STRATEGIC TR31.8K shares1.68%2026-03-312026-05-06

META META PLATFORMS INC1.4K shares-7.07%2026-03-312026-05-06

BABA ALIBABA GROUP HLDG LTD6.1K shares0.43%2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR1.3K shares-1.21%2026-03-312026-05-06

VDC VANGUARD WORLD FD3.3K shares0.00%2026-03-312026-05-06

CCJ CAMECO CORP6.8K shares3.43%2026-03-312026-05-06

UNP UNION PAC CORP3.0K shares0.10%2026-03-312026-05-06

BAC BANK AMERICA CORP14.1K shares1.18%2026-03-312026-05-06

Sponsored

VTV VANGUARD INDEX FDS3.5K shares-2.77%2026-03-312026-05-06

WMT WALMART INC5.0K shares0.06%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3K shares-2.97%2026-03-312026-05-06

AXP AMERICAN EXPRESS CO2.1K shares0.00%2026-03-312026-05-06

SMH VANECK ETF TRUST1.6K shares-15.08%2026-03-312026-05-06

KO COCA COLA CO7.8K shares0.00%2026-03-312026-05-06

TD TORONTO DOMINION BK ONT6.4K shares0.03%2026-03-312026-05-06

COWZ PACER FDS TR9.3K shares1.70%2026-03-312026-05-06

Sponsored

QCOM QUALCOMM INC4.4K shares0.07%2026-03-312026-05-06

VO VANGUARD INDEX FDS1.9K shares2.05%2026-03-312026-05-06

MA MASTERCARD INCORPORATED1.1K shares0.76%2026-03-312026-05-06

ABT ABBOTT LABORATORIES5.1K shares0.04%2026-03-312026-05-06

NVG NUVEEN AMT FREE MUN CR INC F42.7K shares0.54%2026-03-312026-05-06

TXN TEXAS INSTRS INC2.6K shares-4.50%2026-03-312026-05-06

AEP AMERICAN ELEC PWR CO INC3.8K shares0.00%2026-03-312026-05-06

MO ALTRIA GROUP INC7.1K shares0.09%2026-03-312026-05-06

Sponsored

UNH UNITEDHEALTH GROUP INC1.7K shares0.47%2026-03-312026-05-06

KTOS KRATOS DEFENSE & SEC SOLUTIO6.6K shares5.10%2026-03-312026-05-06

MCD MCDONALDS CORP1.4K shares3.75%2026-03-312026-05-06

IYW ISHARES TR2.4K shares0.00%2026-03-312026-05-06

PFF ISHARES TR13.4K shares6.21%2026-03-312026-05-06

XLY SELECT SECTOR SPDR TR3.7K shares-20.10%2026-03-312026-05-06

COF CAPITAL ONE FINL CORP2.2K shares0.00%2026-03-312026-05-06

CINF CINCINNATI FINL CORP2.5K shares0.00%2026-03-312026-05-06

Sponsored

WM WASTE MGMT INC DEL1.7K shares-0.46%2026-03-312026-05-06

NTR NUTRIEN LTD4.9K sharesnew addition2026-03-312026-05-06

PRU PRUDENTIAL FINL INC3.8K shares0.26%2026-03-312026-05-06

VXUS VANGUARD STAR FDS4.8K sharesnew addition2026-03-312026-05-06

GNRC GENERAC HLDGS INC1.8K sharesnew addition2026-03-312026-05-06

DLR DIGITAL RLTY TR INC2.0K shares0.05%2026-03-312026-05-06

GLD SPDR GOLD TR822 shares-5.84%2026-03-312026-05-06

DIA STATE STR SPDR DOW JONES IND760 shares0.00%2026-03-312026-05-06

Sponsored

BMY BRISTOL-MYERS SQUIBB CO5.7K shares0.00%2026-03-312026-05-06

TLT ISHARES TR3.9K shares3.55%2026-03-312026-05-06

IBIT ISHARES BITCOIN TRUST ETF8.8K shares-17.31%2026-03-312026-05-06

GDX VANECK ETF TRUST3.7K shares-30.51%2026-03-312026-05-06

XOM EXXON MOBIL CORP2.0K shares0.10%2026-03-312026-05-06

HACK AMPLIFY ETF TR4.2K shares-27.95%2026-03-312026-05-06

DHS WISDOMTREE TR2.9K shares0.42%2026-03-312026-05-06

DBEF DBX ETF TR6.0K shares0.00%2026-03-312026-05-06

Sponsored

MERCK & CO INC MERCK & CO INC2.4K shares-0.04%2026-03-312026-05-06

IVV ISHARES TR431 shares-8.88%2026-03-312026-05-06

EWJ ISHARES INC3.3K shares2.21%2026-03-312026-05-06

NZF NUVEEN MUN CR INCOME FD22.6K shares-5.26%2026-03-312026-05-06

VPU VANGUARD WORLD FD1.4K sharesnew addition2026-03-312026-05-06

MHD BLACKROCK MUNIHOLDINGS FD IN23.8K sharesnew addition2026-03-312026-05-06

MQY BLACKROCK MUNIYILD QULT FD I24.1K sharesnew addition2026-03-312026-05-06

SOFI SOFI TECHNOLOGIES INC16.5K shares2.74%2026-03-312026-05-06

Sponsored

LMT LOCKHEED MARTIN CORP430 shares0.23%2026-03-312026-05-06

FXI ISHARES TR7.1K shares-21.56%2026-03-312026-05-06

EMR EMERSON ELEC CO1.9K shares0.05%2026-03-312026-05-06

WPM WHEATON PRECIOUS METALS CORP1.9K shares0.00%2026-03-312026-05-06

RTX RTX CORPORATION1.3K shares0.08%2026-03-312026-05-06

EATON CORP PLC EATON CORP PLC661 shares0.15%2026-03-312026-05-06

OKE ONEOK INC NEW2.6K sharesnew addition2026-03-312026-05-06

TSM TAIWAN SEMICONDUCTOR MANUFAC660 shares0.15%2026-03-312026-05-06

Sponsored

ADSK AUTODESK INC910 shares0.00%2026-03-312026-05-06

VGT VANGUARD WORLD FD303 shares0.00%2026-03-312026-05-06

GLW CORNING INC1.5K sharesnew addition2026-03-312026-05-06

TMO THERMO FISHER SCIENTIFIC INC419 shares0.00%2026-03-312026-05-06

SDY SPDR SERIES TRUST1.4K sharesnew addition2026-03-312026-05-06

DSM BNY MELLON STRATEGIC MUN BD29.2K shares0.23%2026-03-312026-05-06

NMZ NUVEEN MUN HIGH INCOME OPPOR15.0K shares2.03%2026-03-312026-05-06

AGNC AGNC INVT CORP11.3K shares2.76%2026-03-312026-05-06

Sponsored

HOWL WEREWOLF THERAPEUTICS INC12.0K shares0.00%2026-03-312026-05-06

BIL

SPDR SERIES TRUST

-5.05%

Shares166.1K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE INC

0.15%

Shares42.1K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

-0.37%

Shares52.5K

Event2026-03-31

Filed2026-05-06

VYM

VANGUARD WHITEHALL FDS

2.98%

Shares57.0K

Event2026-03-31

Filed2026-05-06

VIG

VANGUARD SPECIALIZED FUNDS

0.57%

Shares38.3K

Event2026-03-31

Filed2026-05-06

BROADCOM INC

1.37%

Shares25.5K

Event2026-03-31

Filed2026-05-06

VGIT

VANGUARD SCOTTSDALE FDS

2.36%

Shares113.2K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

0.80%

Shares17.6K

Event2026-03-31

Filed2026-05-06

AT&T INC

9.14%

Shares179.0K

Event2026-03-31

Filed2026-05-06

JPM

JPMORGAN CHASE & CO

2.93%

Shares17.4K

Event2026-03-31

Filed2026-05-06

TLH

ISHARES TR

1.12%

Shares49.5K

Event2026-03-31

Filed2026-05-06

VERIZON COMMUNICATIONS INC

18.06%

Shares90.2K

Event2026-03-31

Filed2026-05-06

CAH

CARDINAL HEALTH INC

2.11%

Shares21.0K

Event2026-03-31

Filed2026-05-06

DIVO

AMPLIFY ETF TR

3.60%

Shares95.0K

Event2026-03-31

Filed2026-05-06

SPY

STATE STR SPDR S&P 500 ETF T

-0.02%

Shares6.4K

Event2026-03-31

Filed2026-05-06

CSCO

CISCO SYS INC

2.28%

Shares53.0K

Event2026-03-31

Filed2026-05-06

TDIV

FIRST TR EXCHANGE TRADED FD

0.91%

Shares43.3K

Event2026-03-31

Filed2026-05-06

IRM

IRON MTN INC DEL

4.23%

Shares39.2K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

0.01%

Shares13.8K

Event2026-03-31

Filed2026-05-06

JNJ

JOHNSON & JOHNSON

3.71%

Shares15.9K

Event2026-03-31

Filed2026-05-06

AMGN

AMGEN INC

5.01%

Shares10.9K

Event2026-03-31

Filed2026-05-06

CITIGROUP INC

1.14%

Shares33.0K

Event2026-03-31

Filed2026-05-06

XLU

SELECT SECTOR SPDR TR

1.56%

Shares80.3K

Event2026-03-31

Filed2026-05-06

GILD

GILEAD SCIENCES INC

5.79%

Shares26.4K

Event2026-03-31

Filed2026-05-06

PROCTER & GAMBLE CO

-0.63%

Shares25.4K

Event2026-03-31

Filed2026-05-06

ETR

ENTERGY CORP NEW

0.26%

Shares31.0K

Event2026-03-31

Filed2026-05-06

TSLA

TESLA INC

0.27%

Shares9.1K

Event2026-03-31

Filed2026-05-06

CMI

CUMMINS INC

-0.87%

Shares6.0K

Event2026-03-31

Filed2026-05-06

ABBV

ABBVIE INC

36.95%

Shares14.9K

Event2026-03-31

Filed2026-05-06

CVX

CHEVRON CORPORATION

0.93%

Shares15.3K

Event2026-03-31

Filed2026-05-06

IBM

INTERNATIONAL BUSINESS MACHS

-21.55%

Shares12.4K

Event2026-03-31

Filed2026-05-06

DUKE ENERGY CORP NEW

7.71%

Shares22.5K

Event2026-03-31

Filed2026-05-06

SOUTHERN CO

6.67%

Shares30.1K

Event2026-03-31

Filed2026-05-06

XLK

SELECT SECTOR SPDR TR

-3.70%

Shares21.2K

Event2026-03-31

Filed2026-05-06

BLACKSTONE INC

0.09%

Shares24.3K

Event2026-03-31

Filed2026-05-06

EVRG

EVERGY INC

4.52%

Shares32.6K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

0.87%

Shares12.5K

Event2026-03-31

Filed2026-05-06

AFL

AFLAC INC

-4.13%

Shares22.2K

Event2026-03-31

Filed2026-05-06

GENERAL DYNAMICS CORP

7.37%

Shares7.0K

Event2026-03-31

Filed2026-05-06

XLP

SELECT SECTOR SPDR TR

14.93%

Shares29.1K

Event2026-03-31

Filed2026-05-06

TGT

TARGET CORP

8.24%

Shares18.5K

Event2026-03-31

Filed2026-05-06

VRP

INVESCO EXCH TRADED FD TR II

4.98%

Shares91.8K

Event2026-03-31

Filed2026-05-06

PFE

PFIZER INC

5.36%

Shares78.0K

Event2026-03-31

Filed2026-05-06

HYG

ISHARES TR

2.37%

Shares27.3K

Event2026-03-31

Filed2026-05-06

PEP

PEPSICO INC

6.79%

Shares13.7K

Event2026-03-31

Filed2026-05-06

UPS

UNITED PARCEL SVCS INC

11.92%

Shares20.5K

Event2026-03-31

Filed2026-05-06

VCLT

VANGUARD SCOTTSDALE FDS

4.23%

Shares26.9K

Event2026-03-31

Filed2026-05-06

PLD

PROLOGIS INC.

5.00%

Shares13.6K

Event2026-03-31

Filed2026-05-06

NEE

NEXTERA ENERGY INC

1.64%

Shares19.3K

Event2026-03-31

Filed2026-05-06

GTY

GETTY RLTY CORP NEW

New

Shares55.3K

Event2026-03-31

Filed2026-05-06

MEDTRONIC PLC

3.03%

Shares20.4K

Event2026-03-31

Filed2026-05-06

SPYM

SPDR SERIES TRUST

3.92%

Shares23.1K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

4.19%

Shares6.0K

Event2026-03-31

Filed2026-05-06

QQQM

INVESCO EXCH TRADED FD TR II

7.04%

Shares7.1K

Event2026-03-31

Filed2026-05-06

INTERNATIONAL PAPER CO

0.80%

Shares45.8K

Event2026-03-31

Filed2026-05-06

DGRO

ISHARES TR

3.36%

Shares22.3K

Event2026-03-31

Filed2026-05-06

PAYX

PAYCHEX INC

2.14%

Shares16.8K

Event2026-03-31

Filed2026-05-06

AMD

ADVANCED MICRO DEVICES INC

0.91%

Shares7.2K

Event2026-03-31

Filed2026-05-06

PHILIP MORRIS INTL INC

0.05%

Shares8.1K

Event2026-03-31

Filed2026-05-06

XLRE

SELECT SECTOR SPDR TR

3.94%

Shares31.8K

Event2026-03-31

Filed2026-05-06

VGSH

VANGUARD SCOTTSDALE FDS

0.58%

Shares22.0K

Event2026-03-31

Filed2026-05-06

EPD

ENTERPRISE PRODS PARTNERS L

0.67%

Shares32.5K

Event2026-03-31

Filed2026-05-06

XLF

SELECT SECTOR SPDR TR

-0.67%

Shares23.8K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

3.22%

Shares4.5K

Event2026-03-31

Filed2026-05-06

MORGAN STANLEY

0.51%

Shares7.1K

Event2026-03-31

Filed2026-05-06

CAT

CATERPILLAR INC

-3.07%

Shares1.6K

Event2026-03-31

Filed2026-05-06

HOME DEPOT INC

17.75%

Shares3.4K

Event2026-03-31

Filed2026-05-06

GOLDMAN SACHS GROUP INC

2.31%

Shares1.2K

Event2026-03-31

Filed2026-05-06

XLV

SELECT SECTOR SPDR TR

26.37%

Shares6.9K

Event2026-03-31

Filed2026-05-06

SPMD

SPDR SERIES TRUST

3.68%

Shares15.9K

Event2026-03-31

Filed2026-05-06

SPSM

SPDR SERIES TRUST

2.11%

Shares19.2K

Event2026-03-31

Filed2026-05-06

URI

UNITED RENTALS INC

2.44%

Shares1.3K

Event2026-03-31

Filed2026-05-06

COST

COSTCO WHOLESALE CORPORATION

2.28%

Shares897

Event2026-03-31

Filed2026-05-06

VHT

VANGUARD WORLD FD

0.06%

Shares3.2K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

0.07%

Shares1.5K

Event2026-03-31

Filed2026-05-06

NFLX

NETFLIX INC.

2.93%

Shares8.9K

Event2026-03-31

Filed2026-05-06

CHUBB LTD SWITZ

2.07%

Shares2.6K

Event2026-03-31

Filed2026-05-06

BIZD

VANECK ETF TRUST

1.58%

Shares63.8K

Event2026-03-31

Filed2026-05-06

VGLT

VANGUARD SCOTTSDALE FDS

4.94%

Shares14.5K

Event2026-03-31

Filed2026-05-06

IBDR

ISHARES TR

6.53%

Shares32.9K

Event2026-03-31

Filed2026-05-06

SCHF

SCHWAB STRATEGIC TR

1.68%

Shares31.8K

Event2026-03-31

Filed2026-05-06

META

META PLATFORMS INC

-7.07%

Shares1.4K

Event2026-03-31

Filed2026-05-06

BABA

ALIBABA GROUP HLDG LTD

0.43%

Shares6.1K

Event2026-03-31

Filed2026-05-06

INVESCO QQQ TR

-1.21%

Shares1.3K

Event2026-03-31

Filed2026-05-06

VDC

VANGUARD WORLD FD

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-06

CCJ

CAMECO CORP

3.43%

Shares6.8K

Event2026-03-31

Filed2026-05-06

UNP

UNION PAC CORP

0.10%

Shares3.0K

Event2026-03-31

Filed2026-05-06

BAC

BANK AMERICA CORP

1.18%

Shares14.1K

Event2026-03-31

Filed2026-05-06

VTV

VANGUARD INDEX FDS

-2.77%

Shares3.5K

Event2026-03-31

Filed2026-05-06

WMT

WALMART INC

0.06%

Shares5.0K

Event2026-03-31

Filed2026-05-06

BERKSHIRE HATHAWAY INC DEL

-2.97%

Shares1.3K

Event2026-03-31

Filed2026-05-06

AXP

AMERICAN EXPRESS CO

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-06

SMH

VANECK ETF TRUST

-15.08%

Shares1.6K

Event2026-03-31

Filed2026-05-06

COCA COLA CO

0.00%

Shares7.8K

Event2026-03-31

Filed2026-05-06

TORONTO DOMINION BK ONT

0.03%

Shares6.4K

Event2026-03-31

Filed2026-05-06

COWZ

PACER FDS TR

1.70%

Shares9.3K

Event2026-03-31

Filed2026-05-06

QCOM

QUALCOMM INC

0.07%

Shares4.4K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

2.05%

Shares1.9K

Event2026-03-31

Filed2026-05-06

MASTERCARD INCORPORATED

0.76%

Shares1.1K

Event2026-03-31

Filed2026-05-06

ABT

ABBOTT LABORATORIES

0.04%

Shares5.1K

Event2026-03-31

Filed2026-05-06

NVG

NUVEEN AMT FREE MUN CR INC F

0.54%

Shares42.7K

Event2026-03-31

Filed2026-05-06

TXN

TEXAS INSTRS INC

-4.50%

Shares2.6K

Event2026-03-31

Filed2026-05-06

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-06

ALTRIA GROUP INC

0.09%

Shares7.1K

Event2026-03-31

Filed2026-05-06

UNH

UNITEDHEALTH GROUP INC

0.47%

Shares1.7K

Event2026-03-31

Filed2026-05-06

KTOS

KRATOS DEFENSE & SEC SOLUTIO

5.10%

Shares6.6K

Event2026-03-31

Filed2026-05-06

MCD

MCDONALDS CORP

3.75%

Shares1.4K

Event2026-03-31

Filed2026-05-06

IYW

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-06

PFF

ISHARES TR

6.21%

Shares13.4K

Event2026-03-31

Filed2026-05-06

XLY

SELECT SECTOR SPDR TR

-20.10%

Shares3.7K

Event2026-03-31

Filed2026-05-06

COF

CAPITAL ONE FINL CORP

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-06

CINF

CINCINNATI FINL CORP

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-06

WASTE MGMT INC DEL

-0.46%

Shares1.7K

Event2026-03-31

Filed2026-05-06

NTR

NUTRIEN LTD

New

Shares4.9K

Event2026-03-31

Filed2026-05-06

PRU

PRUDENTIAL FINL INC

0.26%

Shares3.8K

Event2026-03-31

Filed2026-05-06

VXUS

VANGUARD STAR FDS

New

Shares4.8K

Event2026-03-31

Filed2026-05-06

GNRC

GENERAC HLDGS INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-06

DLR

DIGITAL RLTY TR INC

0.05%

Shares2.0K

Event2026-03-31

Filed2026-05-06

GLD

SPDR GOLD TR

-5.84%

Shares822

Event2026-03-31

Filed2026-05-06

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares760

Event2026-03-31

Filed2026-05-06

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-06

TLT

ISHARES TR

3.55%

Shares3.9K

Event2026-03-31

Filed2026-05-06

IBIT

ISHARES BITCOIN TRUST ETF

-17.31%

Shares8.8K

Event2026-03-31

Filed2026-05-06

GDX

VANECK ETF TRUST

-30.51%

Shares3.7K

Event2026-03-31

Filed2026-05-06

XOM

EXXON MOBIL CORP

0.10%

Shares2.0K

Event2026-03-31

Filed2026-05-06

HACK

AMPLIFY ETF TR

-27.95%

Shares4.2K

Event2026-03-31

Filed2026-05-06

DHS

WISDOMTREE TR

0.42%

Shares2.9K

Event2026-03-31

Filed2026-05-06

DBEF

DBX ETF TR

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-06

MERCK & CO INC

-0.04%

Shares2.4K

Event2026-03-31

Filed2026-05-06

IVV

ISHARES TR

-8.88%

Shares431

Event2026-03-31

Filed2026-05-06

EWJ

ISHARES INC

2.21%

Shares3.3K

Event2026-03-31

Filed2026-05-06

NZF

NUVEEN MUN CR INCOME FD

-5.26%

Shares22.6K

Event2026-03-31

Filed2026-05-06

VPU

VANGUARD WORLD FD

New

Shares1.4K

Event2026-03-31

Filed2026-05-06

MHD

BLACKROCK MUNIHOLDINGS FD IN

New

Shares23.8K

Event2026-03-31

Filed2026-05-06

MQY

BLACKROCK MUNIYILD QULT FD I

New

Shares24.1K

Event2026-03-31

Filed2026-05-06

SOFI

SOFI TECHNOLOGIES INC

2.74%

Shares16.5K

Event2026-03-31

Filed2026-05-06

LMT

LOCKHEED MARTIN CORP

0.23%

Shares430

Event2026-03-31

Filed2026-05-06

FXI

ISHARES TR

-21.56%

Shares7.1K

Event2026-03-31

Filed2026-05-06

EMR

EMERSON ELEC CO

0.05%

Shares1.9K

Event2026-03-31

Filed2026-05-06

WPM

WHEATON PRECIOUS METALS CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-06

RTX

RTX CORPORATION

0.08%

Shares1.3K

Event2026-03-31

Filed2026-05-06

EATON CORP PLC

0.15%

Shares661

Event2026-03-31

Filed2026-05-06

OKE

ONEOK INC NEW

New

Shares2.6K

Event2026-03-31

Filed2026-05-06

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.15%

Shares660

Event2026-03-31

Filed2026-05-06

ADSK

AUTODESK INC

0.00%

Shares910

Event2026-03-31

Filed2026-05-06

VGT

VANGUARD WORLD FD

0.00%

Shares303

Event2026-03-31

Filed2026-05-06

GLW

CORNING INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-06

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares419

Event2026-03-31

Filed2026-05-06

SDY

SPDR SERIES TRUST

New

Shares1.4K

Event2026-03-31

Filed2026-05-06

DSM

BNY MELLON STRATEGIC MUN BD

0.23%

Shares29.2K

Event2026-03-31

Filed2026-05-06

NMZ

NUVEEN MUN HIGH INCOME OPPOR

2.03%

Shares15.0K

Event2026-03-31

Filed2026-05-06

AGNC

AGNC INVT CORP

2.76%

Shares11.3K

Event2026-03-31

Filed2026-05-06

HOWL

WEREWOLF THERAPEUTICS INC

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T7.0K sharesnew addition2026-03-312026-05-06

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

New

Shares7.0K

Event2026-03-31

Filed2026-05-06