Sponsored

The Analysis of ROVIN CAPITAL /UT/ /ADV's Holdings & P&L

Currently, ROVIN CAPITAL /UT/ /ADV holds 194 types of securities in its portfolio with a total value $376.6K. In the most recent quarter, they have increased their positions in VIG (+23.4K shares, valued at $5.2K), XLK (+34.7K shares, valued at $5.0K), TLT (+52.7K shares, valued at $4.6K); decreased their positions in N/A (-51.3K shares, valued at $5.0K), IEFA (-35.1K shares, valued at $3.1K), IEMG (-22.1K shares, valued at $1.5K); initiated new positions in IUSV (+44.3K shares, valued at $4.5K), VGSH (+67.9K shares, valued at $4.0K), MINT (+16.7K shares, valued at $1.7K).

1M P&L

+16.2M+4.46%

3M P&L

+19.8M+5.51%

HY P&L

+38.3M+11.25%

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/A278.4K

78.7%

2Medical Care Facilities13.7K

3.9%

3Consumer Electronics8.9K

2.5%

Top Industries by Stock Count

1N/A96 stocks

52.7%

2Drug Manufacturers - General6 stocks

3.3%

3Semiconductors5 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IEMG ISHARES INC357.8K shares-5.83%2025-12-312026-02-09

BUFR FIRST TR EXCHNG TRADED FD VI637.5K shares0.92%2025-12-312026-02-09

SCHG SCHWAB STRATEGIC TR668.8K shares2.23%2025-12-312026-02-09

QQQM INVESCO EXCH TRADED FD TR II55.1K shares-0.16%2025-12-312026-02-09

DVA DAVITA INC120.6K shares0.00%2025-12-312026-02-09

VIG VANGUARD SPECIALIZED FUNDS61.8K shares61.17%2025-12-312026-02-09

XLK SELECT SECTOR SPDR TR71.2K shares94.88%2025-12-312026-02-09

AAPL APPLE INC32.7K shares-4.95%2025-12-312026-02-09

Sponsored

BSJR INVESCO EXCH TRD SLF IDX FD338.3K shares19.32%2025-12-312026-02-09

IEFA ISHARES TR84.9K shares-29.22%2025-12-312026-02-09

INVESCO QQQ TR INVESCO QQQ TR12.0K shares-1.80%2025-12-312026-02-09

EMB ISHARES TR72.7K shares107.06%2025-12-312026-02-09

BSJS INVESCO EXCH TRD SLF IDX FD312.8K shares57.12%2025-12-312026-02-09

TLT ISHARES TR74.4K shares242.79%2025-12-312026-02-09

SCHD SCHWAB STRATEGIC TR222.2K shares-1.95%2025-12-312026-02-09

EFA ISHARES TR57.1K shares1.46%2025-12-312026-02-09

Sponsored

BSJQ INVESCO EXCH TRD SLF IDX FD215.4K shares-2.20%2025-12-312026-02-09

PSTP INNOVATOR ETFS TRUST140.1K shares1.19%2025-12-312026-02-09

IUSV ISHARES TR44.3K sharesnew addition2025-12-312026-02-09

VOE VANGUARD INDEX FDS23.7K shares-3.40%2025-12-312026-02-09

NVDA NVIDIA CORPORATION22.0K shares14.79%2025-12-312026-02-09

VGSH VANGUARD SCOTTSDALE FDS67.9K sharesnew addition2025-12-312026-02-09

MSFT MICROSOFT CORP8.0K shares5.26%2025-12-312026-02-09

BSTP INNOVATOR ETFS TRUST102.4K shares-1.63%2025-12-312026-02-09

Sponsored

IMCG ISHARES TR46.6K shares9.90%2025-12-312026-02-09

LQD ISHARES TR33.6K shares7.59%2025-12-312026-02-09

BSCQ INVESCO EXCH TRD SLF IDX FD183.1K shares3.12%2025-12-312026-02-09

PFRL PGIM ETF TR71.3K shares5.09%2025-12-312026-02-09

SPY SPDR S&P 500 ETF TR5.0K shares-0.20%2025-12-312026-02-09

ALPHABET INC ALPHABET INC10.5K shares-9.99%2025-12-312026-02-09

SCHX SCHWAB STRATEGIC TR120.3K shares30.26%2025-12-312026-02-09

BALT INNOVATOR ETFS TRUST89.0K shares2.62%2025-12-312026-02-09

Sponsored

BIL SPDR SERIES TRUST31.7K shares24.56%2025-12-312026-02-09

XLF SELECT SECTOR SPDR TR52.8K shares3.85%2025-12-312026-02-09

JEPI J P MORGAN EXCHANGE TRADED F49.3K shares3.63%2025-12-312026-02-09

BSCS INVESCO EXCH TRD SLF IDX FD127.0K shares-3.44%2025-12-312026-02-09

BROADCOM INC BROADCOM INC7.5K shares34.12%2025-12-312026-02-09

BUFG FIRST TR EXCHNG TRADED FD VI94.0K shares14.08%2025-12-312026-02-09

SLNZ TCW ETF TRUST55.6K shares15.65%2025-12-312026-02-09

AMZN AMAZON COM INC10.7K shares5.24%2025-12-312026-02-09

Sponsored

XLC SELECT SECTOR SPDR TR21.0K shares-1.86%2025-12-312026-02-09

SPDR SERIES TRUST SPDR SERIES TRUST25.4K shares-66.88%2025-12-312026-02-09

BSCT INVESCO EXCH TRD SLF IDX FD124.7K shares-5.81%2025-12-312026-02-09

VANGUARD INDEX FDS VANGUARD INDEX FDS3.6K shares58.23%2025-12-312026-02-09

XLY SELECT SECTOR SPDR TR18.8K shares125.60%2025-12-312026-02-09

ANGL VANECK ETF TRUST67.0K shares2.65%2025-12-312026-02-09

IJS ISHARES TR16.8K shares5.49%2025-12-312026-02-09

TSLA TESLA INC4.2K shares27.29%2025-12-312026-02-09

Sponsored

ACWX ISHARES TR25.4K shares-3.17%2025-12-312026-02-09

MINT PIMCO ETF TR16.7K sharesnew addition2025-12-312026-02-09

CEFS EXCHANGE LISTED FDS TR72.8K shares21.45%2025-12-312026-02-09

DGRO ISHARES TR24.1K shares14.06%2025-12-312026-02-09

XLI SELECT SECTOR SPDR TR10.6K shares1.64%2025-12-312026-02-09

SHYL DBX ETF TR35.1K shares4.73%2025-12-312026-02-09

FLXR TCW ETF TRUST39.6K shares8.97%2025-12-312026-02-09

JPM JPMORGAN CHASE & CO.4.9K shares48.31%2025-12-312026-02-09

Sponsored

CGMS CAPITAL GRP FIXED INCM ETF T56.2K shares6.52%2025-12-312026-02-09

IWP ISHARES TR11.2K shares14.47%2025-12-312026-02-09

COWZ PACER FDS TR25.4K shares18.20%2025-12-312026-02-09

HYDB ISHARES TR31.4K shares7.20%2025-12-312026-02-09

PHYL PGIM ETF TR40.0K shares33.84%2025-12-312026-02-09

SCHE SCHWAB STRATEGIC TR40.8K shares14.09%2025-12-312026-02-09

TECL DIREXION SHS ETF TR11.2K shares-28.45%2025-12-312026-02-09

IWB ISHARES TR3.5K shares-0.46%2025-12-312026-02-09

Sponsored

SPEM SPDR INDEX SHS FDS27.7K shares24.21%2025-12-312026-02-09

MERCK & CO INC MERCK & CO INC12.2K shares196.24%2025-12-312026-02-09

UNH UNITEDHEALTH GROUP INC3.8K shares128.09%2025-12-312026-02-09

META META PLATFORMS INC1.8K shares27.68%2025-12-312026-02-09

MFSB MFS ACTIVE EXCHANGE TRADED F44.8K sharesnew addition2025-12-312026-02-09

ALPHABET INC ALPHABET INC3.4K shares0.87%2025-12-312026-02-09

FAS DIREXION SHS ETF TR6.3K shares4.18%2025-12-312026-02-09

BMY BRISTOL-MYERS SQUIBB CO18.3K shares92.04%2025-12-312026-02-09

Sponsored

BOND PIMCO ETF TR10.3K shares-4.77%2025-12-312026-02-09

AMGN AMGEN INC2.9K shares88.52%2025-12-312026-02-09

CLOI VANECK ETF TRUST17.7K shares4.54%2025-12-312026-02-09

AMAT APPLIED MATLS INC3.5K shares52.10%2025-12-312026-02-09

BSJT INVESCO EXCH TRD SLF IDX FD41.8K shares33.04%2025-12-312026-02-09

SHW SHERWIN WILLIAMS CO2.8K shares-3.05%2025-12-312026-02-09

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO13.2K sharesnew addition2025-12-312026-02-09

XOM EXXON MOBIL CORP7.2K sharesnew addition2025-12-312026-02-09

Sponsored

RTX RTX CORPORATION4.7K shares-0.04%2025-12-312026-02-09

TMO THERMO FISHER SCIENTIFIC INC1.5K shares77.32%2025-12-312026-02-09

NXPI NXP SEMICONDUCTORS N V3.8K shares8.58%2025-12-312026-02-09

HII HUNTINGTON INGALLS INDS INC2.4K shares9.66%2025-12-312026-02-09

ACIO ETF SER SOLUTIONS17.8K shares-0.80%2025-12-312026-02-09

BUFT FIRST TR EXCHNG TRADED FD VI31.6K shares-8.40%2025-12-312026-02-09

IJH ISHARES TR11.7K shares-6.28%2025-12-312026-02-09

CRM SALESFORCE INC2.9K shares29.60%2025-12-312026-02-09

Sponsored

PEP PEPSICO INC5.2K shares27.66%2025-12-312026-02-09

LLY ELI LILLY & CO691 shares74.06%2025-12-312026-02-09

XLV SELECT SECTOR SPDR TR4.8K shares-41.03%2025-12-312026-02-09

USB US BANCORP DEL13.5K shares-9.51%2025-12-312026-02-09

IJT ISHARES TR5.0K shares15.10%2025-12-312026-02-09

TER TERADYNE INC3.7K shares-33.40%2025-12-312026-02-09

GSY INVESCO ACTIVELY MANAGED EXC14.1K shares23.31%2025-12-312026-02-09

IQLT ISHARES TR15.5K shares3.48%2025-12-312026-02-09

Sponsored

DHR DANAHER CORPORATION3.0K shares10.84%2025-12-312026-02-09

EL LAUDER ESTEE COS INC6.6K shares-0.41%2025-12-312026-02-09

UPS UNITED PARCEL SERVICE INC6.9K shares5.69%2025-12-312026-02-09

HEFA ISHARES TR16.4K shares3.01%2025-12-312026-02-09

A AGILENT TECHNOLOGIES INC4.9K shares8.87%2025-12-312026-02-09

V VISA INC1.9K shares45.78%2025-12-312026-02-09

NKE NIKE INC10.3K shares21.78%2025-12-312026-02-09

XLRE SELECT SECTOR SPDR TR16.1K shares77.69%2025-12-312026-02-09

Sponsored

RWJ INVESCO EXCH TRADED FD TR II13.3K shares3.98%2025-12-312026-02-09

JPST J P MORGAN EXCHANGE TRADED F12.8K shares40.27%2025-12-312026-02-09

GEHC GE HEALTHCARE TECHNOLOGIES I7.5K shares10.21%2025-12-312026-02-09

TRU TRANSUNION7.2K shares14.19%2025-12-312026-02-09

ACWI ISHARES TR4.3K shares0.00%2025-12-312026-02-09

HSCZ ISHARES TR15.6K shares8.26%2025-12-312026-02-09

SLYG SPDR SERIES TRUST6.4K shares4.70%2025-12-312026-02-09

WST WEST PHARMACEUTICAL SVSC INC2.2K shares11.29%2025-12-312026-02-09

Sponsored

GSST GOLDMAN SACHS ETF TR11.8K shares29.89%2025-12-312026-02-09

ADBE ADOBE INC1.7K shares1.56%2025-12-312026-02-09

IEX IDEX CORP3.2K shares27.73%2025-12-312026-02-09

BA BOEING CO2.5K shares-18.23%2025-12-312026-02-09

KVUE KENVUE INC31.0K shares120.38%2025-12-312026-02-09

ZBH ZIMMER BIOMET HOLDINGS INC5.8K shares6.60%2025-12-312026-02-09

MDLZ MONDELEZ INTL INC9.6K shares113.27%2025-12-312026-02-09

MDY SPDR S&P MIDCAP 400 ETF TR855 shares-2.06%2025-12-312026-02-09

Sponsored

COST COSTCO WHSL CORP NEW580 shares14.17%2025-12-312026-02-09

NOC NORTHROP GRUMMAN CORP875 shares29.63%2025-12-312026-02-09

DIREXION SHS ETF TR DIREXION SHS ETF TR9.8K shares24.94%2025-12-312026-02-09

KO COCA COLA CO6.9K shares34.67%2025-12-312026-02-09

CCL CARNIVAL CORP15.6K shares0.00%2025-12-312026-02-09

LTL PROSHARES TR16.5K shares293.88%2025-12-312026-02-09

WDAY WORKDAY INC2.2K sharesnew addition2025-12-312026-02-09

XDEC FIRST TR EXCHNG TRADED FD VI11.3K shares-8.15%2025-12-312026-02-09

Sponsored

BSJU INVESCO EXCH TRD SLF IDX FD17.3K shares3.03%2025-12-312026-02-09

DIS DISNEY WALT CO4.0K shares-31.83%2025-12-312026-02-09

MKTX MARKETAXESS HLDGS INC2.4K shares-0.57%2025-12-312026-02-09

MA MASTERCARD INCORPORATED758 shares56.61%2025-12-312026-02-09

HD HOME DEPOT INC1.3K shares87.99%2025-12-312026-02-09

CAT CATERPILLAR INC751 shares21.52%2025-12-312026-02-09

MMD NYLI MACKAY DEFINEDTERM MUNI28.8K shares1.22%2025-12-312026-02-09

WMT WALMART INC3.8K shares19.04%2025-12-312026-02-09

Sponsored

STZ CONSTELLATION BRANDS INC3.0K shares13.52%2025-12-312026-02-09

ALLE ALLEGION PLC2.6K shares-38.28%2025-12-312026-02-09

JNJ JOHNSON & JOHNSON1.9K shares43.39%2025-12-312026-02-09

BSJV INVESCO EXCH TRD SLF IDX FD15.0K shares2.11%2025-12-312026-02-09

XLE SELECT SECTOR SPDR TR8.8K shares68.51%2025-12-312026-02-09

GE AEROSPACE GE AEROSPACE1.3K sharesnew addition2025-12-312026-02-09

MPWR MONOLITHIC PWR SYS INC425 shares-35.21%2025-12-312026-02-09

IWM ISHARES TR1.5K shares1.72%2025-12-312026-02-09

Sponsored

DUSL DIREXION SHS ETF TR5.5K shares14.87%2025-12-312026-02-09

PGR PROGRESSIVE CORP1.6K shares-2.82%2025-12-312026-02-09

CENCORA INC CENCORA INC1.1K shares-4.72%2025-12-312026-02-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL730 shares-4.45%2025-12-312026-02-09

SCHW SCHWAB CHARLES CORP3.6K shares-33.52%2025-12-312026-02-09

CSCO CISCO SYS INC4.6K shares-12.09%2025-12-312026-02-09

RSPT INVESCO EXCHANGE TRADED FD T7.9K shares-13.91%2025-12-312026-02-09

UCC PROSHARES TR6.7K shares0.60%2025-12-312026-02-09

Sponsored

HSY HERSHEY CO1.9K sharesnew addition2025-12-312026-02-09

RH RH2.0K shares44.12%2025-12-312026-02-09

EFO PROSHARES TR5.5K shares4.33%2025-12-312026-02-09

PLTR PALANTIR TECHNOLOGIES INC2.0K sharesnew addition2025-12-312026-02-09

MO ALTRIA GROUP INC6.0K shares-23.56%2025-12-312026-02-09

EJAN INNOVATOR ETFS TRUST10.2K shares5.26%2025-12-312026-02-09

CAIE CALAMOS ETF TR12.8K sharesnew addition2025-12-312026-02-09

VLO VALERO ENERGY CORP2.1K shares-10.61%2025-12-312026-02-09

Sponsored

CLX CLOROX CO DEL3.4K sharesnew addition2025-12-312026-02-09

CVX CHEVRON CORP NEW2.2K shares-14.01%2025-12-312026-02-09

XLB SELECT SECTOR SPDR TR7.3K shares45.11%2025-12-312026-02-09

VBR VANGUARD INDEX FDS1.6K shares0.00%2025-12-312026-02-09

IBM INTERNATIONAL BUSINESS MACHS1.1K shares10.35%2025-12-312026-02-09

JKHY HENRY JACK & ASSOC INC1.7K sharesnew addition2025-12-312026-02-09

LMT LOCKHEED MARTIN CORP650 shares-16.45%2025-12-312026-02-09

NMAX NEWSMAX INC40.0K shares0.00%2025-12-312026-02-09

Sponsored

QQMG INVESCO EXCH TRADED FD TR II7.3K sharesnew addition2025-12-312026-02-09

SMOT VANECK ETF TRUST8.5K shares-37.98%2025-12-312026-02-09

DAL DELTA AIR LINES INC DEL4.4K shares-6.45%2025-12-312026-02-09

WFC WELLS FARGO CO NEW3.2K shares-0.37%2025-12-312026-02-09

BF.B BROWN FORMAN CORP11.5K sharesnew addition2025-12-312026-02-09

AMD ADVANCED MICRO DEVICES INC1.4K sharesnew addition2025-12-312026-02-09

ABBV ABBVIE INC1.3K sharesnew addition2025-12-312026-02-09

NFLX NETFLIX INC3.1K shares1030.15%2025-12-312026-02-09

Sponsored

VEA VANGUARD TAX-MANAGED FDS4.5K shares-30.30%2025-12-312026-02-09

VZ VERIZON COMMUNICATIONS INC6.8K shares25.36%2025-12-312026-02-09

PFE PFIZER INC11.1K shares-58.39%2025-12-312026-02-09

GEV GE VERNOVA INC384 sharesnew addition2025-12-312026-02-09

FOCT FIRST TR EXCHNG TRADED FD VI5.1K sharesnew addition2025-12-312026-02-09

GOCT FIRST TR EXCHNG TRADED FD VI6.3K sharesnew addition2025-12-312026-02-09

TRV TRAVELERS COMPANIES INC844 shares0.00%2025-12-312026-02-09

DOW DOW INC10.0K sharesnew addition2025-12-312026-02-09

Sponsored

MAS MASCO CORP3.6K sharesnew addition2025-12-312026-02-09

NUE NUCOR CORP1.4K shares-39.44%2025-12-312026-02-09

IFF INTERNATIONAL FLAVORS&FRAGRA3.3K shares-52.05%2025-12-312026-02-09

TXN TEXAS INSTRS INC1.3K shares-26.18%2025-12-312026-02-09

ABNB AIRBNB INC1.6K sharesnew addition2025-12-312026-02-09

IWF ISHARES TR444 sharesnew addition2025-12-312026-02-09

AXP AMERICAN EXPRESS CO556 sharesnew addition2025-12-312026-02-09

ENTG ENTEGRIS INC2.4K sharesnew addition2025-12-312026-02-09

Sponsored

CMPX COMPASS THERAPEUTICS INC13.5K shares0.00%2025-12-312026-02-09

GERN GERON CORP17.3K shares0.00%2025-12-312026-02-09

IEMG

ISHARES INC

-5.83%

Shares357.8K

Event2025-12-31

Filed2026-02-09

BUFR

FIRST TR EXCHNG TRADED FD VI

0.92%

Shares637.5K

Event2025-12-31

Filed2026-02-09

SCHG

SCHWAB STRATEGIC TR

2.23%

Shares668.8K

Event2025-12-31

Filed2026-02-09

QQQM

INVESCO EXCH TRADED FD TR II

-0.16%

Shares55.1K

Event2025-12-31

Filed2026-02-09

DVA

DAVITA INC

0.00%

Shares120.6K

Event2025-12-31

Filed2026-02-09

VIG

VANGUARD SPECIALIZED FUNDS

61.17%

Shares61.8K

Event2025-12-31

Filed2026-02-09

XLK

SELECT SECTOR SPDR TR

94.88%

Shares71.2K

Event2025-12-31

Filed2026-02-09

AAPL

APPLE INC

-4.95%

Shares32.7K

Event2025-12-31

Filed2026-02-09

BSJR

INVESCO EXCH TRD SLF IDX FD

19.32%

Shares338.3K

Event2025-12-31

Filed2026-02-09

IEFA

ISHARES TR

-29.22%

Shares84.9K

Event2025-12-31

Filed2026-02-09

INVESCO QQQ TR

-1.80%

Shares12.0K

Event2025-12-31

Filed2026-02-09

EMB

ISHARES TR

107.06%

Shares72.7K

Event2025-12-31

Filed2026-02-09

BSJS

INVESCO EXCH TRD SLF IDX FD

57.12%

Shares312.8K

Event2025-12-31

Filed2026-02-09

TLT

ISHARES TR

242.79%

Shares74.4K

Event2025-12-31

Filed2026-02-09

SCHD

SCHWAB STRATEGIC TR

-1.95%

Shares222.2K

Event2025-12-31

Filed2026-02-09

EFA

ISHARES TR

1.46%

Shares57.1K

Event2025-12-31

Filed2026-02-09

BSJQ

INVESCO EXCH TRD SLF IDX FD

-2.20%

Shares215.4K

Event2025-12-31

Filed2026-02-09

PSTP

INNOVATOR ETFS TRUST

1.19%

Shares140.1K

Event2025-12-31

Filed2026-02-09

IUSV

ISHARES TR

New

Shares44.3K

Event2025-12-31

Filed2026-02-09

VOE

VANGUARD INDEX FDS

-3.40%

Shares23.7K

Event2025-12-31

Filed2026-02-09

NVDA

NVIDIA CORPORATION

14.79%

Shares22.0K

Event2025-12-31

Filed2026-02-09

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares67.9K

Event2025-12-31

Filed2026-02-09

MSFT

MICROSOFT CORP

5.26%

Shares8.0K

Event2025-12-31

Filed2026-02-09

BSTP

INNOVATOR ETFS TRUST

-1.63%

Shares102.4K

Event2025-12-31

Filed2026-02-09

IMCG

ISHARES TR

9.90%

Shares46.6K

Event2025-12-31

Filed2026-02-09

LQD

ISHARES TR

7.59%

Shares33.6K

Event2025-12-31

Filed2026-02-09

BSCQ

INVESCO EXCH TRD SLF IDX FD

3.12%

Shares183.1K

Event2025-12-31

Filed2026-02-09

PFRL

PGIM ETF TR

5.09%

Shares71.3K

Event2025-12-31

Filed2026-02-09

SPY

SPDR S&P 500 ETF TR

-0.20%

Shares5.0K

Event2025-12-31

Filed2026-02-09

ALPHABET INC

-9.99%

Shares10.5K

Event2025-12-31

Filed2026-02-09

SCHX

SCHWAB STRATEGIC TR

30.26%

Shares120.3K

Event2025-12-31

Filed2026-02-09

BALT

INNOVATOR ETFS TRUST

2.62%

Shares89.0K

Event2025-12-31

Filed2026-02-09

BIL

SPDR SERIES TRUST

24.56%

Shares31.7K

Event2025-12-31

Filed2026-02-09

XLF

SELECT SECTOR SPDR TR

3.85%

Shares52.8K

Event2025-12-31

Filed2026-02-09

JEPI

J P MORGAN EXCHANGE TRADED F

3.63%

Shares49.3K

Event2025-12-31

Filed2026-02-09

BSCS

INVESCO EXCH TRD SLF IDX FD

-3.44%

Shares127.0K

Event2025-12-31

Filed2026-02-09

BROADCOM INC

34.12%

Shares7.5K

Event2025-12-31

Filed2026-02-09

BUFG

FIRST TR EXCHNG TRADED FD VI

14.08%

Shares94.0K

Event2025-12-31

Filed2026-02-09

SLNZ

TCW ETF TRUST

15.65%

Shares55.6K

Event2025-12-31

Filed2026-02-09

AMZN

AMAZON COM INC

5.24%

Shares10.7K

Event2025-12-31

Filed2026-02-09

XLC

SELECT SECTOR SPDR TR

-1.86%

Shares21.0K

Event2025-12-31

Filed2026-02-09

SPDR SERIES TRUST

-66.88%

Shares25.4K

Event2025-12-31

Filed2026-02-09

BSCT

INVESCO EXCH TRD SLF IDX FD

-5.81%

Shares124.7K

Event2025-12-31

Filed2026-02-09

VANGUARD INDEX FDS

58.23%

Shares3.6K

Event2025-12-31

Filed2026-02-09

XLY

SELECT SECTOR SPDR TR

125.60%

Shares18.8K

Event2025-12-31

Filed2026-02-09

ANGL

VANECK ETF TRUST

2.65%

Shares67.0K

Event2025-12-31

Filed2026-02-09

IJS

ISHARES TR

5.49%

Shares16.8K

Event2025-12-31

Filed2026-02-09

TSLA

TESLA INC

27.29%

Shares4.2K

Event2025-12-31

Filed2026-02-09

ACWX

ISHARES TR

-3.17%

Shares25.4K

Event2025-12-31

Filed2026-02-09

MINT

PIMCO ETF TR

New

Shares16.7K

Event2025-12-31

Filed2026-02-09

CEFS

EXCHANGE LISTED FDS TR

21.45%

Shares72.8K

Event2025-12-31

Filed2026-02-09

DGRO

ISHARES TR

14.06%

Shares24.1K

Event2025-12-31

Filed2026-02-09

XLI

SELECT SECTOR SPDR TR

1.64%

Shares10.6K

Event2025-12-31

Filed2026-02-09

SHYL

DBX ETF TR

4.73%

Shares35.1K

Event2025-12-31

Filed2026-02-09

FLXR

TCW ETF TRUST

8.97%

Shares39.6K

Event2025-12-31

Filed2026-02-09

JPM

JPMORGAN CHASE & CO.

48.31%

Shares4.9K

Event2025-12-31

Filed2026-02-09

CGMS

CAPITAL GRP FIXED INCM ETF T

6.52%

Shares56.2K

Event2025-12-31

Filed2026-02-09

IWP

ISHARES TR

14.47%

Shares11.2K

Event2025-12-31

Filed2026-02-09

COWZ

PACER FDS TR

18.20%

Shares25.4K

Event2025-12-31

Filed2026-02-09

HYDB

ISHARES TR

7.20%

Shares31.4K

Event2025-12-31

Filed2026-02-09

PHYL

PGIM ETF TR

33.84%

Shares40.0K

Event2025-12-31

Filed2026-02-09

SCHE

SCHWAB STRATEGIC TR

14.09%

Shares40.8K

Event2025-12-31

Filed2026-02-09

TECL

DIREXION SHS ETF TR

-28.45%

Shares11.2K

Event2025-12-31

Filed2026-02-09

IWB

ISHARES TR

-0.46%

Shares3.5K

Event2025-12-31

Filed2026-02-09

SPEM

SPDR INDEX SHS FDS

24.21%

Shares27.7K

Event2025-12-31

Filed2026-02-09

MERCK & CO INC

196.24%

Shares12.2K

Event2025-12-31

Filed2026-02-09

UNH

UNITEDHEALTH GROUP INC

128.09%

Shares3.8K

Event2025-12-31

Filed2026-02-09