Sponsored
The Analysis of Rollins Financial Advisors, LLC's Holdings & P&L
Currently, Rollins Financial Advisors, LLC holds 158 types of securities in its portfolio with a total value $632.4M. In the most recent quarter, they have increased their positions in PVAL (+46.3K shares, valued at $2.1M), N/A (+90.3K shares, valued at $2.1M), IMTM (+40.2K shares, valued at $1.9M); decreased their positions in N/A (-7.2K shares, valued at $4.2M), N/A (-54.3K shares, valued at $2.9M), SCHG (-84.8K shares, valued at $2.5M); initiated new positions in FENI (+23.9K shares, valued at $888.6K), ON (+13.7K shares, valued at $849.4K), SOXL (+14.5K shares, valued at $694.3K).
1M P&L
+29.4M+5.18%
3M P&L
+39.2M+7.01%
HY P&L
+41.1M+7.38%
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/A276.8M
54.1%
2Consumer Electronics55.4M
10.8%
3Software - Infrastructure39.9M
7.8%
Top Industries by Stock Count
1N/A98 stocks
68.5%
2Software - Infrastructure6 stocks
4.2%
3Oil & Gas Midstream4 stocks
2.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
BARON GLOBAL DURABLE ADVANTAGE ETF BARON GLOBAL DURABLE ADVANTAGE ETF103.9K shares665.22%2026-03-312026-05-05
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW4.8K shares-16.65%2026-03-312026-05-05
Sponsored
Sponsored
Sponsored
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND12.8K shares-36.88%2026-03-312026-05-05
Sponsored
Sponsored
INVESCO RAFI EMERGING MARKETS ETF INVESCO RAFI EMERGING MARKETS ETF31.6K shares38.40%2026-03-312026-05-05
Sponsored
Sponsored
Sponsored
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF4.6K shares-20.53%2026-03-312026-05-05
Sponsored
INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF6.2K shares61.31%2026-03-312026-05-05
Sponsored
Sponsored
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF3.5K shares-14.68%2026-03-312026-05-05
Sponsored
Sponsored
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND3.0K shares0.00%2026-03-312026-05-05
Sponsored
Sponsored
INVESCO QQQ TRUST SERIES I
-6.09%INVESCO QQQ TRUST SERIES I
Shares111.3K
Event2026-03-31
Filed2026-05-05
AAPL
-1.42%APPLE INC COM
Shares218.4K
Event2026-03-31
Filed2026-05-05
ALPHABET INC CAP STK CL A
0.51%ALPHABET INC CAP STK CL A
Shares138.5K
Event2026-03-31
Filed2026-05-05
SCHG
-5.99%SCHWAB U.S. LARGE-CAP GROWTH ETF
Shares1.3M
Event2026-03-31
Filed2026-05-05
MSFT
-1.46%MICROSOFT CORP COM
Shares104.1K
Event2026-03-31
Filed2026-05-05
AMZN
-1.36%AMAZON COM INC COM
Shares183.1K
Event2026-03-31
Filed2026-05-05
BAC
-0.18%BANK OF AMER CORP COM
Shares454.6K
Event2026-03-31
Filed2026-05-05
SPHQ
8.73%INVESCO S&P 500 QUALITY ETF
Shares292.4K
Event2026-03-31
Filed2026-05-05
QQQM
-0.22%INVESCO NASDAQ 100 ETF
Shares79.2K
Event2026-03-31
Filed2026-05-05
VYM
7.88%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares107.8K
Event2026-03-31
Filed2026-05-05
META
-5.63%META PLATFORMS INC CL A
Shares26.2K
Event2026-03-31
Filed2026-05-05
JPM
-0.59%JPMORGAN CHASE & CO COM
Shares44.3K
Event2026-03-31
Filed2026-05-05
PVAL
22.06%PUTNAM FOCUSED LARGE CAP VALUE ETF
Shares256.0K
Event2026-03-31
Filed2026-05-05
ITOT
-2.70%ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares75.9K
Event2026-03-31
Filed2026-05-05
IYW
-5.56%ISHARES U.S. TECHNOLOGY ETF
Shares58.9K
Event2026-03-31
Filed2026-05-05
TSLA
-14.95%TESLA INC COM
Shares28.2K
Event2026-03-31
Filed2026-05-05
PYLD
14.58%PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
Shares344.8K
Event2026-03-31
Filed2026-05-05
IXN
-1.84%ISHARES GLOBAL TECH ETF
Shares85.4K
Event2026-03-31
Filed2026-05-05
SPMO
4.07%INVESCO S&P 500 MOMENTUM ETF
Shares76.0K
Event2026-03-31
Filed2026-05-05
NEAR
1.33%ISHARES SHORT MATURITY BOND ETF
Shares154.7K
Event2026-03-31
Filed2026-05-05
FNDX
-2.68%SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
Shares270.9K
Event2026-03-31
Filed2026-05-05
TSPA
2.79%T. ROWE PRICE U.S. EQUITY RESEARCH ETF
Shares183.0K
Event2026-03-31
Filed2026-05-05
NVDA
-0.19%NVIDIA CORPORATION COM
Shares42.2K
Event2026-03-31
Filed2026-05-05
BINC
11.24%ISHARES FLEXIBLE INCOME ACTIVE ETF
Shares115.2K
Event2026-03-31
Filed2026-05-05
KMI
-5.21%KINDER MORGAN INC DEL COM
Shares154.8K
Event2026-03-31
Filed2026-05-05
TQQQ
-11.66%PROSHARES ULTRAPRO QQQ
Shares123.6K
Event2026-03-31
Filed2026-05-05
IVW
-16.22%ISHARES S&P 500 GROWTH ETF
Shares42.9K
Event2026-03-31
Filed2026-05-05
QUAL
-3.05%ISHARES MSCI USA QUALITY FACTOR ETF
Shares23.8K
Event2026-03-31
Filed2026-05-05
XLK
0.02%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares33.1K
Event2026-03-31
Filed2026-05-05
EPD
-5.27%ENTERPRISE PRODS PARTNERS L P COM
Shares113.0K
Event2026-03-31
Filed2026-05-05
SPYG
-4.26%STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
Shares42.7K
Event2026-03-31
Filed2026-05-05
CAT
9.49%CATERPILLAR INC COM
Shares5.9K
Event2026-03-31
Filed2026-05-05
INVESCO RAFI US 1000 ETF
-4.05%INVESCO RAFI US 1000 ETF
Shares82.5K
Event2026-03-31
Filed2026-05-05
FBCG
-0.30%FIDELITY BLUE CHIP GROWTH ETF
Shares66.2K
Event2026-03-31
Filed2026-05-05
SPY
-0.97%STATE STREET SPDR S&P 500 ETF
Shares4.7K
Event2026-03-31
Filed2026-05-05
IMTM
245.03%ISHARES MSCI INTL MOMENTUM FACTOR ETF
Shares56.5K
Event2026-03-31
Filed2026-05-05
FNDF
18.85%SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
Shares53.3K
Event2026-03-31
Filed2026-05-05
DLN
-2.38%WISDOMTREE U.S. LARGECAP DIVIDEND FUND
Shares28.5K
Event2026-03-31
Filed2026-05-05
BARON GLOBAL DURABLE ADVANTAGE ETF
665.22%BARON GLOBAL DURABLE ADVANTAGE ETF
Shares103.9K
Event2026-03-31
Filed2026-05-05
BERKSHIRE HATHAWAY INC DEL CL B NEW
-16.65%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares4.8K
Event2026-03-31
Filed2026-05-05
AKRE FOCUS ETF
-57.82%AKRE FOCUS ETF
Shares39.6K
Event2026-03-31
Filed2026-05-05
FELC
-12.74%FIDELITY ENHANCED LARGE CAP CORE ETF
Shares57.6K
Event2026-03-31
Filed2026-05-05
QLD
12.42%PROSHARES ULTRA QQQ
Shares33.1K
Event2026-03-31
Filed2026-05-05
VUG
3.05%VANGUARD GROWTH ETF
Shares4.5K
Event2026-03-31
Filed2026-05-05
VTV
-0.91%VANGUARD VALUE ETF
Shares9.5K
Event2026-03-31
Filed2026-05-05
FELG
-11.32%FIDELITY ENHANCED LARGE CAP GROWTH ETF
Shares47.2K
Event2026-03-31
Filed2026-05-05
SCHD
-1.47%SCHWAB US DIVIDEND EQUITY ETF
Shares55.8K
Event2026-03-31
Filed2026-05-05
DYNF
90.60%ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
Shares29.3K
Event2026-03-31
Filed2026-05-05
HD
0.28%HOME DEPOT INC COM
Shares5.1K
Event2026-03-31
Filed2026-05-05
COST
0.00%COSTCO WHOLESALE CORPORATION COM
Shares1.7K
Event2026-03-31
Filed2026-05-05
SO
-2.24%SOUTHERN CO COM
Shares16.9K
Event2026-03-31
Filed2026-05-05
QTEC
-0.13%FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
Shares7.5K
Event2026-03-31
Filed2026-05-05
ET
10.23%ENERGY TRANSFER L P COM UT LTD PTN
Shares82.7K
Event2026-03-31
Filed2026-05-05
IEMG
161.68%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares22.2K
Event2026-03-31
Filed2026-05-05
SSO
-0.15%PROSHARES ULTRA S&P 500
Shares29.8K
Event2026-03-31
Filed2026-05-05
ITA
29.38%ISHARES U.S. AEROSPACE & DEFENSE ETF
Shares6.9K
Event2026-03-31
Filed2026-05-05
LLY
22.65%ELI LILLY & CO COM
Shares1.6K
Event2026-03-31
Filed2026-05-05
IVV
14.47%ISHARES CORE S&P 500 ETF
Shares2.2K
Event2026-03-31
Filed2026-05-05
MOAT
-9.05%VANECK MORNINGSTAR WIDE MOAT ETF
Shares14.6K
Event2026-03-31
Filed2026-05-05
NFLX
130.60%NETFLIX INC. COM
Shares14.4K
Event2026-03-31
Filed2026-05-05
PPA
-6.66%INVESCO AEROSPACE & DEFENSE ETF
Shares7.9K
Event2026-03-31
Filed2026-05-05
IYJ
22.77%ISHARES U.S. INDUSTRIALS ETF
Shares8.8K
Event2026-03-31
Filed2026-05-05
MINT
-36.88%PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
Shares12.8K
Event2026-03-31
Filed2026-05-05
IWF
0.00%ISHARES RUSSELL 1000 GROWTH ETF
Shares2.9K
Event2026-03-31
Filed2026-05-05
DUKE ENERGY CORP NEW COM NEW
0.13%DUKE ENERGY CORP NEW COM NEW
Shares9.4K
Event2026-03-31
Filed2026-05-05
KO
0.00%COCA COLA CO COM
Shares13.4K
Event2026-03-31
Filed2026-05-05
IEF
-1.88%ISHARES 7-10 YEAR TREASURY BOND ETF
Shares10.6K
Event2026-03-31
Filed2026-05-05
JPST
-11.42%JPMORGAN ULTRA-SHORT INCOME ETF
Shares19.9K
Event2026-03-31
Filed2026-05-05
BROADCOM INC COM
21.39%BROADCOM INC COM
Shares3.2K
Event2026-03-31
Filed2026-05-05
T
7.95%AT&T INC COM
Shares32.6K
Event2026-03-31
Filed2026-05-05
BOND
37.99%PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
Shares10.2K
Event2026-03-31
Filed2026-05-05
FENI
NewFIDELITY ENHANCED INTERNATIONAL ETF
Shares23.9K
Event2026-03-31
Filed2026-05-05
INVESCO RAFI EMERGING MARKETS ETF
38.40%INVESCO RAFI EMERGING MARKETS ETF
Shares31.6K
Event2026-03-31
Filed2026-05-05
ON
NewON SEMICONDUCTOR CORP COM
Shares13.7K
Event2026-03-31
Filed2026-05-05
FDVV
-3.48%FIDELITY HIGH DIVIDEND ETF
Shares14.2K
Event2026-03-31
Filed2026-05-05
SUSA
0.00%ISHARES ESG OPTIMIZED MSCI USA ETF
Shares5.9K
Event2026-03-31
Filed2026-05-05
MCD
0.20%MCDONALDS CORP COM
Shares2.5K
Event2026-03-31
Filed2026-05-05
DSI
2.49%ISHARES ESG MSCI KLD 400 ETF
Shares6.2K
Event2026-03-31
Filed2026-05-05
WMT
3.95%WALMART INC COM
Shares6.0K
Event2026-03-31
Filed2026-05-05
IDMO
0.53%INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF
Shares13.3K
Event2026-03-31
Filed2026-05-05
IWM
29.24%ISHARES RUSSELL 2000 ETF
Shares2.9K
Event2026-03-31
Filed2026-05-05
SOXL
NewDIREXION DAILY SEMICONDUCTOR BULL 3X ETF
Shares14.5K
Event2026-03-31
Filed2026-05-05
IJR
61.73%ISHARES CORE S&P SMALL CAP ETF
Shares5.5K
Event2026-03-31
Filed2026-05-05
SMH
54.55%VANECK SEMICONDUCTOR ETF
Shares1.7K
Event2026-03-31
Filed2026-05-05
AIQ
-29.65%GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
Shares14.1K
Event2026-03-31
Filed2026-05-05
JPLD
NewJPMORGAN LIMITED DURATION BOND ETF
Shares12.4K
Event2026-03-31
Filed2026-05-05
CRM
NewSALESFORCE INC COM
Shares3.4K
Event2026-03-31
Filed2026-05-05
VIG
0.00%VANGUARD DIVIDEND APPRECIATION ETF
Shares3.0K
Event2026-03-31
Filed2026-05-05
QTUM
38.69%DEFIANCE QUANTUM ETF
Shares5.9K
Event2026-03-31
Filed2026-05-05
DGRO
33.37%ISHARES CORE DIVIDEND GROWTH ETF
Shares8.7K
Event2026-03-31
Filed2026-05-05
VGK
-5.17%VANGUARD FTSE EUROPE ETF
Shares7.4K
Event2026-03-31
Filed2026-05-05
DFAT
9.28%DIMENSIONAL U.S. TARGETED VALUE ETF
Shares9.6K
Event2026-03-31
Filed2026-05-05
SCHB
0.00%SCHWAB U.S. BROAD MARKET ETF
Shares23.9K
Event2026-03-31
Filed2026-05-05
IGM
-12.01%ISHARES EXPANDED TECH SECTOR ETF
Shares5.0K
Event2026-03-31
Filed2026-05-05
IQLT
-7.19%ISHARES MSCI INTL QUALITY FACTOR ETF
Shares12.6K
Event2026-03-31
Filed2026-05-05
VOE
3.23%VANGUARD MID-CAP VALUE ETF
Shares3.0K
Event2026-03-31
Filed2026-05-05
VZ
-10.20%VERIZON COMMUNICATIONS INC COM
Shares11.0K
Event2026-03-31
Filed2026-05-05
UBER
58.10%UBER TECHNOLOGIES INC COM
Shares7.4K
Event2026-03-31
Filed2026-05-05
XLG
4.43%INVESCO S&P 500 TOP 50 ETF
Shares9.7K
Event2026-03-31
Filed2026-05-05
ALPHABET INC CAP STK CL C
-19.21%ALPHABET INC CAP STK CL C
Shares1.8K
Event2026-03-31
Filed2026-05-05
V
0.06%VISA INC COM CL A
Shares1.7K
Event2026-03-31
Filed2026-05-05
XLC
-20.53%STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
Shares4.6K
Event2026-03-31
Filed2026-05-05
XOM
22.51%EXXON MOBIL CORP COM
Shares2.9K
Event2026-03-31
Filed2026-05-05
BARON TECHNOLOGY ETF
NewBARON TECHNOLOGY ETF
Shares20.7K
Event2026-03-31
Filed2026-05-05
VANGUARD S&P 500 ETF
0.00%VANGUARD S&P 500 ETF
Shares775
Event2026-03-31
Filed2026-05-05
LHX
29.07%L3HARRIS TECHNOLOGIES INC COM
Shares1.3K
Event2026-03-31
Filed2026-05-05
JGRO
-22.84%JPMORGAN ACTIVE GROWTH ETF
Shares5.4K
Event2026-03-31
Filed2026-05-05
VRT
12.63%VERTIV HOLDINGS CO COM CL A
Shares1.8K
Event2026-03-31
Filed2026-05-05
FDN
-37.20%FIRST TR DJ INTERNET INDEX
Shares1.9K
Event2026-03-31
Filed2026-05-05
IYF
-0.03%ISHARES U.S. FINANCIALS ETF
Shares3.7K
Event2026-03-31
Filed2026-05-05
INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF
61.31%INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF
Shares6.2K
Event2026-03-31
Filed2026-05-05
SPYX
0.00%STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
Shares8.1K
Event2026-03-31
Filed2026-05-05
ESGV
-7.57%VANGUARD ESG U.S. STOCK ETF
Shares3.7K
Event2026-03-31
Filed2026-05-05
SCHF
44.40%SCHWAB INTERNATIONAL EQUITY ETF
Shares16.8K
Event2026-03-31
Filed2026-05-05
IJH
3.46%ISHARES CORE S&P MID-CAP ETF
Shares6.1K
Event2026-03-31
Filed2026-05-05
SPYD
-21.79%STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
Shares8.9K
Event2026-03-31
Filed2026-05-05
PLTR
56.92%PALANTIR TECHNOLOGIES INC CL A
Shares2.8K
Event2026-03-31
Filed2026-05-05
VGT
-3.98%VANGUARD INFORMATION TECHNOLOGY ETF
Shares579
Event2026-03-31
Filed2026-05-05
IYH
-13.71%ISHARES U.S. HEALTHCARE ETF
Shares6.5K
Event2026-03-31
Filed2026-05-05
SHY
-21.52%ISHARES 1-3 YEAR TREASURY BOND ETF
Shares4.6K
Event2026-03-31
Filed2026-05-05
XLY
-14.68%STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
Shares3.5K
Event2026-03-31
Filed2026-05-05
VTI
0.00%VANGUARD TOTAL STOCK MARKET ETF
Shares1.1K
Event2026-03-31
Filed2026-05-05
FTEC
-17.15%FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
Shares1.7K
Event2026-03-31
Filed2026-05-05
VCSH
0.00%VANGUARD SHORT-TERM CORPORATE BOND ETF
Shares4.4K
Event2026-03-31
Filed2026-05-05
XLF
-60.80%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares6.8K
Event2026-03-31
Filed2026-05-05
EFV
43.66%ISHARES MSCI EAFE VALUE ETF
Shares4.5K
Event2026-03-31
Filed2026-05-05
UNH
70.49%UNITEDHEALTH GROUP INC COM
Shares1.2K
Event2026-03-31
Filed2026-05-05
MERCK & CO INC COM
0.37%MERCK & CO INC COM
Shares2.7K
Event2026-03-31
Filed2026-05-05
ORCL
52.89%ORACLE CORP COM
Shares2.2K
Event2026-03-31
Filed2026-05-05
PANW
43.04%PALO ALTO NETWORKS INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-05
GPC
0.00%GENUINE PARTS CO COM
Shares3.0K
Event2026-03-31
Filed2026-05-05
GLD
2.82%SPDR GOLD SHARES
Shares729
Event2026-03-31
Filed2026-05-05
JEPI
-9.00%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares5.4K
Event2026-03-31
Filed2026-05-05
EFG
20.98%ISHARES MSCI EAFE GROWTH ETF
Shares2.7K
Event2026-03-31
Filed2026-05-05
GE AEROSPACE COM NEW
0.00%GE AEROSPACE COM NEW
Shares1.1K
Event2026-03-31
Filed2026-05-05
KBWB
-1.57%INVESCO KBW BANK ETF
Shares3.8K
Event2026-03-31
Filed2026-05-05
MPLX
NewMPLX LP COM UNIT REP LTD
Shares5.2K
Event2026-03-31
Filed2026-05-05
BLOK
-11.90%AMPLIFY BLOCKCHAIN TECHNOLOGY ETF
Shares5.8K
Event2026-03-31
Filed2026-05-05
GEV
0.00%GE VERNOVA INC COM
Shares324
Event2026-03-31
Filed2026-05-05
NULG
-24.41%NUVEEN ESG LARGE-CAP GROWTH ETF
Shares3.1K
Event2026-03-31
Filed2026-05-05
HYS
0.00%PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND
Shares3.0K
Event2026-03-31
Filed2026-05-05
IBB
-14.87%ISHARES BIOTECHNOLOGY ETF
Shares1.6K
Event2026-03-31
Filed2026-05-05
DELL
NewDELL TECHNOLOGIES INC CL C
Shares1.7K
Event2026-03-31
Filed2026-05-05
TCAF
-63.26%T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
Shares7.5K
Event2026-03-31
Filed2026-05-05
CRWD
NewCROWDSTRIKE HLDGS INC CL A
Shares657
Event2026-03-31
Filed2026-05-05
CGUS
0.00%CAPITAL GROUP CORE EQUITY ETF
Shares6.6K
Event2026-03-31
Filed2026-05-05
CGDV
0.00%CAPITAL GROUP DIVIDEND VALUE ETF
Shares5.9K
Event2026-03-31
Filed2026-05-05
PG
0.00%PROCTER & GAMBLE CO COM
Shares1.7K
Event2026-03-31
Filed2026-05-05
SCHX
8.51%SCHWAB U.S. LARGE-CAP ETF
Shares9.7K
Event2026-03-31
Filed2026-05-05
CGGR
0.00%CAPITAL GROUP GROWTH ETF
Shares5.9K
Event2026-03-31
Filed2026-05-05
BA
-22.65%BOEING CO COM
Shares1.2K
Event2026-03-31
Filed2026-05-05
MCK
-9.76%MCKESSON CORP COM
Shares259
Event2026-03-31
Filed2026-05-05
SCHE
-29.42%SCHWAB EMERGING MARKETS EQUITY ETF
Shares6.7K
Event2026-03-31
Filed2026-05-05
CPNG
NewCOUPANG INC CL A
Shares11.4K
Event2026-03-31
Filed2026-05-05
CHAT
NewROUNDHILL GENERATIVE AI & TECHNOLOGY ETF
Shares3.5K
Event2026-03-31
Filed2026-05-05
PM
0.16%PHILIP MORRIS INTL INC COM
Shares1.3K
Event2026-03-31
Filed2026-05-05
BTQ
0.00%BTQ TECHNOLOGIES CORP COM
Shares14.3K
Event2026-03-31
Filed2026-05-05
DEFT
0.00%DEFI TECHNOLOGIES INC COM
Shares34.4K
Event2026-03-31
Filed2026-05-05
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available