Sponsored

The Analysis of SANDERS MORRIS HARRIS LLC's Holdings & P&L

Currently, SANDERS MORRIS HARRIS LLC holds 297 types of securities in its portfolio with a total value $630.8M. In the most recent quarter, they have increased their positions in AAPL (+134.2K shares, valued at $34.0M), NVDA (+180.8K shares, valued at $31.5M), EPD (+802.2K shares, valued at $30.4M); decreased their positions in BABA (-13.2K shares, valued at $1.7M), CNQ (-7.1K shares, valued at $346.0K); initiated new positions in AAPL (+134.2K shares, valued at $34.0M), NVDA (+180.8K shares, valued at $31.5M), EPD (+802.2K shares, valued at $30.4M).

1M P&L

+29.3M+5.22%

3M P&L

+47.3M+8.71%

HY P&L

+68.9M+13.23%

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

1Asset Management59.6M

11.9%

2N/A58.5M

11.7%

3Semiconductors42.3M

8.5%

Top Industries by Stock Count

1N/A33 stocks

12.8%

2Biotechnology19 stocks

7.4%

3Software - Application13 stocks

5.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR66.4K shares10.89%2026-03-312026-04-09

AAPL APPLE INC134.2K sharesnew addition2026-03-312026-04-09

NVDA NVIDIA CORPORATION180.8K sharesnew addition2026-03-312026-04-09

EPD ENTERPRISE PRODS PARTNERS L802.2K sharesnew addition2026-03-312026-04-09

CSWC CAPITAL SOUTHWEST CORP1.1M sharesnew addition2026-03-312026-04-09

MSIF MSC INCOME FUND INC1.8M sharesnew addition2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T25.8K shares4213.52%2026-03-312026-04-09

XOM EXXON MOBIL CORP92.1K sharesnew addition2026-03-312026-04-09

Sponsored

BLACKSTONE INC BLACKSTONE INC132.9K sharesnew addition2026-03-312026-04-09

MAIN MAIN STR CAP CORP237.3K sharesnew addition2026-03-312026-04-09

MSFT MICROSOFT CORP28.3K sharesnew addition2026-03-312026-04-09

BROADCOM INC BROADCOM INC39.7K sharesnew addition2026-03-312026-04-09

LAM RESEARCH CORP LAM RESEARCH CORP42.4K sharesnew addition2026-03-312026-04-09

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T44.5K sharesnew addition2026-03-312026-04-09

PM PHILIP MORRIS INTL INC50.9K sharesnew addition2026-03-312026-04-09

CTAS CINTAS CORP49.0K sharesnew addition2026-03-312026-04-09

Sponsored

VOXR VOX ROYALTY CORP1.4M shares0.00%2026-03-312026-04-09

AMD ADVANCED MICRO DEVICES INC35.3K sharesnew addition2026-03-312026-04-09

LLY ELI LILLY & CO7.6K sharesnew addition2026-03-312026-04-09

NEXTERA ENERGY INC NEXTERA ENERGY INC138.3K sharesnew addition2026-03-312026-04-09

BRK.A BERKSHIRE HATHAWAY INC DEL9 sharesnew addition2026-03-312026-04-09

VXUS VANGUARD STAR FDS77.7K sharesnew addition2026-03-312026-04-09

ALPHABET INC ALPHABET INC19.7K sharesnew addition2026-03-312026-04-09

JPM JPMORGAN CHASE & CO18.6K sharesnew addition2026-03-312026-04-09

Sponsored

ALPS ETF TR ALPS ETF TR97.8K sharesnew addition2026-03-312026-04-09

GS GOLDMAN SACHS GROUP INC10.8K sharesnew addition2026-03-312026-04-09

MO ALTRIA GROUP INC68.8K sharesnew addition2026-03-312026-04-09

ABBV ABBVIE INC20.8K sharesnew addition2026-03-312026-04-09

ORCL ORACLE CORP29.7K sharesnew addition2026-03-312026-04-09

T AT&T INC148.5K sharesnew addition2026-03-312026-04-09

MDY STATE STR SPDR S&P MIDCAP 409.4K shares845.00%2026-03-312026-04-09

DDOG DATADOG INC32.4K sharesnew addition2026-03-312026-04-09

Sponsored

LITE LUMENTUM HLDGS INC5.3K sharesnew addition2026-03-312026-04-09

CIEN CIENA CORP9.3K sharesnew addition2026-03-312026-04-09

AMZN AMAZON COM INC17.0K sharesnew addition2026-03-312026-04-09

TXO TXO PARTNERS LP279.1K sharesnew addition2026-03-312026-04-09

PR PERMIAN RESOURCES CORP161.9K sharesnew addition2026-03-312026-04-09

ROCKET LAB CORP ROCKET LAB CORP51.9K sharesnew addition2026-03-312026-04-09

CHTR CHARTER COMMUNICATIONS INC15.4K sharesnew addition2026-03-312026-04-09

LOW LOWES COS INC13.6K sharesnew addition2026-03-312026-04-09

Sponsored

HD HOME DEPOT INC9.7K sharesnew addition2026-03-312026-04-09

META META PLATFORMS INC5.5K sharesnew addition2026-03-312026-04-09

BA-PA BOEING CO47.1K sharesnew addition2026-03-312026-04-09

CRWD CROWDSTRIKE HLDGS INC7.6K sharesnew addition2026-03-312026-04-09

MCK MCKESSON CORP3.4K sharesnew addition2026-03-312026-04-09

NOW SERVICENOW INC27.7K sharesnew addition2026-03-312026-04-09

V VISA INC9.4K sharesnew addition2026-03-312026-04-09

WDAY WORKDAY INC21.6K sharesnew addition2026-03-312026-04-09

Sponsored

SHIM SHIMMICK CORPORATION758.4K sharesnew addition2026-03-312026-04-09

DT DYNATRACE INC75.3K sharesnew addition2026-03-312026-04-09

IWN ISHARES TR14.2K sharesnew addition2026-03-312026-04-09

RSVR RESERVOIR MEDIA INC266.1K sharesnew addition2026-03-312026-04-09

KLAC KLA CORP1.8K sharesnew addition2026-03-312026-04-09

IBM INTERNATIONAL BUSINESS MACHS10.4K sharesnew addition2026-03-312026-04-09

COP CONOCOPHILLIPS18.8K sharesnew addition2026-03-312026-04-09

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC21.9K sharesnew addition2026-03-312026-04-09

Sponsored

IVV ISHARES TR3.7K sharesnew addition2026-03-312026-04-09

CVX CHEVRON CORPORATION11.3K sharesnew addition2026-03-312026-04-09

BP BP PLC49.7K sharesnew addition2026-03-312026-04-09

VCIT VANGUARD SCOTTSDALE FDS28.1K sharesnew addition2026-03-312026-04-09

ALPHABET INC ALPHABET INC8.1K sharesnew addition2026-03-312026-04-09

WHIRLPOOL CORP WHIRLPOOL CORP56.0K sharesnew addition2026-03-312026-04-09

EA SERIES TRUST EA SERIES TRUST81.8K sharesnew addition2026-03-312026-04-09

GE AEROSPACE GE AEROSPACE8.0K sharesnew addition2026-03-312026-04-09

Sponsored

MA MASTERCARD INCORPORATED4.5K sharesnew addition2026-03-312026-04-09

OXY OCCIDENTAL PETE CORP32.6K sharesnew addition2026-03-312026-04-09

MSI MOTOROLA SOLUTIONS INC4.7K sharesnew addition2026-03-312026-04-09

CFR CULLEN FROST BANKERS INC14.7K sharesnew addition2026-03-312026-04-09

KKR & CO INC KKR & CO INC21.6K sharesnew addition2026-03-312026-04-09

SCHD SCHWAB STRATEGIC TR64.2K sharesnew addition2026-03-312026-04-09

ET ENERGY TRANSFER L P99.1K sharesnew addition2026-03-312026-04-09

WMT WALMART INC15.4K sharesnew addition2026-03-312026-04-09

Sponsored

TSLA TESLA INC5.0K sharesnew addition2026-03-312026-04-09

INTU INTUIT4.3K sharesnew addition2026-03-312026-04-09

DHI D R HORTON INC13.3K sharesnew addition2026-03-312026-04-09

PHM PULTE GROUP INC15.4K sharesnew addition2026-03-312026-04-09

RTX RTX CORPORATION9.4K sharesnew addition2026-03-312026-04-09

HCA HCA HEALTHCARE INC3.8K sharesnew addition2026-03-312026-04-09

CRM SALESFORCE INC9.6K sharesnew addition2026-03-312026-04-09

ATLASSIAN CORPORATION ATLASSIAN CORPORATION25.9K sharesnew addition2026-03-312026-04-09

Sponsored

VRT VERTIV HOLDINGS CO7.0K sharesnew addition2026-03-312026-04-09

GEV GE VERNOVA INC2.0K sharesnew addition2026-03-312026-04-09

IWM ISHARES TR12.0K sharesnew addition2026-03-312026-04-09

JNJ JOHNSON & JOHNSON6.9K sharesnew addition2026-03-312026-04-09

GSK PLC GSK PLC28.8K sharesnew addition2026-03-312026-04-09

ECL ECOLAB INC5.8K sharesnew addition2026-03-312026-04-09

AMGN AMGEN INC4.3K sharesnew addition2026-03-312026-04-09

CYTK CYTOKINETICS INC21.5K sharesnew addition2026-03-312026-04-09

Sponsored

FIGS FIGS INC95.0K sharesnew addition2026-03-312026-04-09

KMI KINDER MORGAN INC DEL41.7K sharesnew addition2026-03-312026-04-09

DIS DISNEY WALT CO14.3K sharesnew addition2026-03-312026-04-09

SCHH SCHWAB STRATEGIC TR63.4K sharesnew addition2026-03-312026-04-09

FDX FEDEX CORP3.8K sharesnew addition2026-03-312026-04-09

ARGX ARGENX SE1.8K sharesnew addition2026-03-312026-04-09

MDLZ MONDELEZ INTL INC23.1K sharesnew addition2026-03-312026-04-09

KO COCA COLA CO16.6K sharesnew addition2026-03-312026-04-09

Sponsored

CAT CATERPILLAR INC1.8K sharesnew addition2026-03-312026-04-09

GOVT ISHARES TR54.6K sharesnew addition2026-03-312026-04-09

XENE XENON PHARMACEUTICALS INC21.5K sharesnew addition2026-03-312026-04-09

TXN TEXAS INSTRS INC6.4K sharesnew addition2026-03-312026-04-09

HBAN HUNTINGTON BANCSHARES INC78.9K sharesnew addition2026-03-312026-04-09

ALAB ASTERA LABS INC11.2K sharesnew addition2026-03-312026-04-09

BTI BRITISH AMERN TOB PLC20.7K shares296.76%2026-03-312026-04-09

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY15.4K sharesnew addition2026-03-312026-04-09

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC6.2K sharesnew addition2026-03-312026-04-09

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.4K sharesnew addition2026-03-312026-04-09

ARKK ARK ETF TR17.0K sharesnew addition2026-03-312026-04-09

PCT PURECYCLE TECHNOLOGIES INC215.0K sharesnew addition2026-03-312026-04-09

PG PROCTER & GAMBLE CO7.7K sharesnew addition2026-03-312026-04-09

KR KROGER CO15.0K sharesnew addition2026-03-312026-04-09

BLACKROCK INC BLACKROCK INC1.1K sharesnew addition2026-03-312026-04-09

HPK HIGHPEAK ENERGY INC155.2K sharesnew addition2026-03-312026-04-09

Sponsored

TRGP TARGA RES CORP4.2K sharesnew addition2026-03-312026-04-09

IGV ISHARES TR67.2K sharesnew addition2026-03-312026-04-09

ALNY ALNYLAM PHARMACEUTICALS INC3.1K sharesnew addition2026-03-312026-04-09

RMD RESMED INC4.6K sharesnew addition2026-03-312026-04-09

AXP AMERICAN EXPRESS CO3.4K sharesnew addition2026-03-312026-04-09

VZ VERIZON COMMUNICATIONS INC20.3K sharesnew addition2026-03-312026-04-09

AN AUTONATION INC5.0K sharesnew addition2026-03-312026-04-09

KNSL KINSALE CAP GROUP INC2.9K sharesnew addition2026-03-312026-04-09

Sponsored

EA ELECTRONIC ARTS INC4.8K sharesnew addition2026-03-312026-04-09

TTWO TAKE-TWO INTERACTIVE SOFTWAR4.9K sharesnew addition2026-03-312026-04-09

ASTS AST SPACEMOBILE INC11.5K sharesnew addition2026-03-312026-04-09

THE CIGNA GROUP THE CIGNA GROUP3.5K sharesnew addition2026-03-312026-04-09

CSX CSX CORP22.5K sharesnew addition2026-03-312026-04-09

NUE NUCOR CORP5.4K sharesnew addition2026-03-312026-04-09

JEPI J P MORGAN EXCHANGE TRADED F16.1K shares59.46%2026-03-312026-04-09

MSAI MULTISENSOR AI HOLDINGS INC3.9M shares150.78%2026-03-312026-04-09

Sponsored

BMY BRISTOL-MYERS SQUIBB CO14.6K sharesnew addition2026-03-312026-04-09

OKE ONEOK INC NEW9.8K sharesnew addition2026-03-312026-04-09

KYN KAYNE ANDERSON ENERGY INFRST61.2K shares0.00%2026-03-312026-04-09

GENK GEN RESTAURENT GROUP445.8K sharesnew addition2026-03-312026-04-09

LMT LOCKHEED MARTIN CORP1.4K sharesnew addition2026-03-312026-04-09

LINDE PLC LINDE PLC1.8K shares0.00%2026-03-312026-04-09

ADBE ADOBE INC3.5K sharesnew addition2026-03-312026-04-09

MUSA MURPHY USA INC1.7K sharesnew addition2026-03-312026-04-09

Sponsored

TMO THERMO FISHER SCIENTIFIC INC1.7K sharesnew addition2026-03-312026-04-09

PNC PNC FINL SVCS GROUP INC3.9K sharesnew addition2026-03-312026-04-09

TWLO TWILIO INC6.5K sharesnew addition2026-03-312026-04-09

ONC BEONE MEDICINES LTD2.7K sharesnew addition2026-03-312026-04-09

MCD MCDONALDS CORP2.5K sharesnew addition2026-03-312026-04-09

CRNX CRINETICS PHARMACEUTICALS IN21.1K sharesnew addition2026-03-312026-04-09

QSR RESTAURANT BRANDS INTL INC10.3K sharesnew addition2026-03-312026-04-09

BABA ALIBABA GROUP HLDG LTD6.0K shares-68.61%2026-03-312026-04-09

Sponsored

SYK STRYKER CORPORATION2.3K sharesnew addition2026-03-312026-04-09

ABT ABBOTT LABORATORIES7.1K sharesnew addition2026-03-312026-04-09

DECK DECKERS OUTDOOR CORP7.2K sharesnew addition2026-03-312026-04-09

UNH UNITEDHEALTH GROUP INC2.6K sharesnew addition2026-03-312026-04-09

WBD WARNER BROS DISCOVERY INC26.0K sharesnew addition2026-03-312026-04-09

QQQM INVESCO EXCH TRADED FD TR II3.0K sharesnew addition2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC5.8K sharesnew addition2026-03-312026-04-09

PFE PFIZER INC24.9K sharesnew addition2026-03-312026-04-09

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K sharesnew addition2026-03-312026-04-09

FIX COMFORT SYS USA INC500 sharesnew addition2026-03-312026-04-09

INTC INTEL CORP15.6K sharesnew addition2026-03-312026-04-09

EXE EXPAND ENERGY CORPORATION6.3K shares12.60%2026-03-312026-04-09

JAZZ JAZZ PHARMACEUTICALS PLC3.6K sharesnew addition2026-03-312026-04-09

EATON CORP PLC EATON CORP PLC1.9K shares5.56%2026-03-312026-04-09

LFUS LITTELFUSE INC2.0K sharesnew addition2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K sharesnew addition2026-03-312026-04-09

Sponsored

NTES NETEASE COM INC5.9K sharesnew addition2026-03-312026-04-09

GLP GLOBAL PARTNERS LP15.5K sharesnew addition2026-03-312026-04-09

ATLANTA BRAVES HLDGS INC ATLANTA BRAVES HLDGS INC15.2K sharesnew addition2026-03-312026-04-09

SERA SERA PROGNOSTICS INC314.9K sharesnew addition2026-03-312026-04-09

HPE HEWLETT PACKARD ENTERPRISE C26.0K sharesnew addition2026-03-312026-04-09

DELL DELL TECHNOLOGIES INC3.7K sharesnew addition2026-03-312026-04-09

APD AIR PRODUCTS AND CHEMICALS I2.1K sharesnew addition2026-03-312026-04-09

PEP PEPSICO INC3.8K sharesnew addition2026-03-312026-04-09

Sponsored

L LOEWS CORP5.5K sharesnew addition2026-03-312026-04-09

WM WASTE MGMT INC DEL2.5K sharesnew addition2026-03-312026-04-09

ZBRA ZEBRA TECHNOLOGIES CORPORATI2.7K sharesnew addition2026-03-312026-04-09

ELV ELEVANCE HEALTH INC FORMERLY1.9K sharesnew addition2026-03-312026-04-09

FERMI INC FERMI INC94.0K sharesnew addition2026-03-312026-04-09

SATS ECHOSTAR CORP4.7K sharesnew addition2026-03-312026-04-09

PLTR PALANTIR TECHNOLOGIES INC3.7K sharesnew addition2026-03-312026-04-09

SYNERGY CHC CORP SYNERGY CHC CORP415.5K sharesnew addition2026-03-312026-04-09

Sponsored

RBLX ROBLOX CORP9.5K sharesnew addition2026-03-312026-04-09

CSCO CISCO SYS INC6.8K sharesnew addition2026-03-312026-04-09

UHS UNIVERSAL HLTH SVCS INC2.9K sharesnew addition2026-03-312026-04-09

CL COLGATE PALMOLIVE CO6.0K sharesnew addition2026-03-312026-04-09

SEB SEABOARD CORP DEL90 sharesnew addition2026-03-312026-04-09

NEE NEXTERA ENERGY INC5.4K sharesnew addition2026-03-312026-04-09

PYPL PAYPAL HLDGS INC11.0K sharesnew addition2026-03-312026-04-09

BA BOEING CO2.5K sharesnew addition2026-03-312026-04-09

Sponsored

UNP UNION PAC CORP2.0K sharesnew addition2026-03-312026-04-09

ISHARES GOLD TR ISHARES GOLD TR5.5K shares0.00%2026-03-312026-04-09

DINO HF SINCLAIR CORP7.6K sharesnew addition2026-03-312026-04-09

INCY INCYTE CORP5.0K sharesnew addition2026-03-312026-04-09

SBUX STARBUCKS CORP5.2K sharesnew addition2026-03-312026-04-09

LULU LULULEMON ATHLETICA INC3.0K sharesnew addition2026-03-312026-04-09

ADP AUTOMATIC DATA PROCESSING IN2.3K sharesnew addition2026-03-312026-04-09

IBIT ISHARES BITCOIN TRUST ETF11.9K shares1.45%2026-03-312026-04-09

Sponsored

SNOW SNOWFLAKE INC3.0K sharesnew addition2026-03-312026-04-09

SCHW SCHWAB CHARLES CORP4.8K sharesnew addition2026-03-312026-04-09

PDEC INNOVATOR ETFS TRUST10.5K sharesnew addition2026-03-312026-04-09

MPLX MPLX LP7.5K shares70.87%2026-03-312026-04-09

BAC BANK AMERICA CORP8.8K sharesnew addition2026-03-312026-04-09

MU MICRON TECHNOLOGY INC1.3K sharesnew addition2026-03-312026-04-09

VIAV VIAVI SOLUTIONS INC12.5K sharesnew addition2026-03-312026-04-09

CNQ CANADIAN NAT RES LTD MED TER8.5K shares-45.51%2026-03-312026-04-09

Sponsored

MEDTRONIC PLC MEDTRONIC PLC4.7K sharesnew addition2026-03-312026-04-09

CVS CVS HEALTH CORP5.7K sharesnew addition2026-03-312026-04-09

OMAB GRUPO AEROPORTUARIO DEL CENT3.5K shares0.00%2026-03-312026-04-09

GEL GENESIS ENERGY L P22.5K shares9.76%2026-03-312026-04-09

HON HONEYWELL INTL INC1.8K sharesnew addition2026-03-312026-04-09

FNV FRANCO NEV CORP1.6K sharesnew addition2026-03-312026-04-09

USB US BANCORP7.6K sharesnew addition2026-03-312026-04-09

INNVENTURE INC INNVENTURE INC100.0K sharesnew addition2026-03-312026-04-09

Sponsored

VGLT VANGUARD SCOTTSDALE FDS6.9K shares0.00%2026-03-312026-04-09

HRL HORMEL FOODS CORP16.9K sharesnew addition2026-03-312026-04-09

TGT TARGET CORP3.1K sharesnew addition2026-03-312026-04-09

GVI ISHARES TR3.5K sharesnew addition2026-03-312026-04-09

PAC GRUPO AEROPORTUNARIO DEL PAC1.5K shares0.00%2026-03-312026-04-09

RTAI COLLABORATIVE INVESTMNT SER17.8K sharesnew addition2026-03-312026-04-09

CTSH COGNIZANT TECHNOLOGY SOLUTIO6.0K sharesnew addition2026-03-312026-04-09

HLN HALEON PLC36.0K sharesnew addition2026-03-312026-04-09

Sponsored

DOX AMDOCS LTD5.5K sharesnew addition2026-03-312026-04-09

KRE SPDR SERIES TRUST5.4K sharesnew addition2026-03-312026-04-09

FLEX FLEXTRONICS INTL LTD5.1K shares0.00%2026-03-312026-04-09

TRP TC ENERGY CORP5.3K shares0.00%2026-03-312026-04-09

MOH MOLINA HEALTHCARE INC2.5K sharesnew addition2026-03-312026-04-09

CE CELANESE CORP DEL5.0K sharesnew addition2026-03-312026-04-09

VOLATILITY SHS TR VOLATILITY SHS TR7.2K sharesnew addition2026-03-312026-04-09

NSC NORFOLK SOUTHN CORP1.1K sharesnew addition2026-03-312026-04-09

Sponsored

TSCO TRACTOR SUPPLY CO7.0K sharesnew addition2026-03-312026-04-09

QURE UNIQURE NV19.4K sharesnew addition2026-03-312026-04-09

NET CLOUDFLARE INC1.5K sharesnew addition2026-03-312026-04-09

RDDT REDDIT INC2.3K sharesnew addition2026-03-312026-04-09

NVS NOVARTIS AG2.0K sharesnew addition2026-03-312026-04-09

UBER UBER TECHNOLOGIES INC4.2K sharesnew addition2026-03-312026-04-09

CMCSA COMCAST CORP NEW10.4K sharesnew addition2026-03-312026-04-09

EW EDWARDS LIFESCIENCES CORP3.7K sharesnew addition2026-03-312026-04-09

Sponsored

DBX DROPBOX INC13.0K sharesnew addition2026-03-312026-04-09

XYZ BLOCK INC4.9K sharesnew addition2026-03-312026-04-09

ARCC ARES CAPITAL CORP16.1K sharesnew addition2026-03-312026-04-09

HP INC HP INC15.0K sharesnew addition2026-03-312026-04-09

IJR ISHARES TR2.3K sharesnew addition2026-03-312026-04-09

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO5.4K shares0.00%2026-03-312026-04-09

APP APPLOVIN CORP700 sharesnew addition2026-03-312026-04-09

PLD PROLOGIS INC.2.1K sharesnew addition2026-03-312026-04-09

Sponsored

WES WESTERN MIDSTREAM PARTNERS L6.7K sharesnew addition2026-03-312026-04-09

OTIS OTIS WORLDWIDE CORP3.5K sharesnew addition2026-03-312026-04-09

CFIT CAMBRIA ETF TR10.6K shares19.69%2026-03-312026-04-09

PCG-PX PG&E CORP6.0K sharesnew addition2026-03-312026-04-09

ENB ENBRIDGE INC4.7K sharesnew addition2026-03-312026-04-09

DXCM DEXCOM INC4.0K sharesnew addition2026-03-312026-04-09

PHG KONINKLIJKE PHILIPS N V9.1K sharesnew addition2026-03-312026-04-09

MSTR STRATEGY INC2.0K sharesnew addition2026-03-312026-04-09

Sponsored

CAVA CAVA GROUP INC3.0K sharesnew addition2026-03-312026-04-09

IMO IMPERIAL OIL LTD1.8K sharesnew addition2026-03-312026-04-09

LADR LADDER CAP CORP24.1K sharesnew addition2026-03-312026-04-09

PRAA PRA GROUP INC13.4K sharesnew addition2026-03-312026-04-09

XLE SELECT SECTOR SPDR TR3.8K sharesnew addition2026-03-312026-04-09

PANW PALO ALTO NETWORKS INC1.4K sharesnew addition2026-03-312026-04-09

CLX CLOROX CO DEL2.2K sharesnew addition2026-03-312026-04-09

BMRN BIOMARIN PHARMACEUTICAL INC4.0K sharesnew addition2026-03-312026-04-09

Sponsored

UPS UNITED PARCEL SVCS INC2.3K sharesnew addition2026-03-312026-04-09

VIRT VIRTU FINL INC5.0K sharesnew addition2026-03-312026-04-09

LNT ALLIANT ENERGY CORP3.0K sharesnew addition2026-03-312026-04-09

MKC MCCORMICK & CO INC4.3K sharesnew addition2026-03-312026-04-09

BWXT BWX TECHNOLOGIES INC1.1K sharesnew addition2026-03-312026-04-09

NKE NIKE INC4.0K sharesnew addition2026-03-312026-04-09

PFF ISHARES TR7.0K shares0.00%2026-03-312026-04-09

PSX PHILLIPS 661.2K sharesnew addition2026-03-312026-04-09

Sponsored

AMAT APPLIED MATLS INC600 sharesnew addition2026-03-312026-04-09

WASH WASHINGTON TR BANCORP INC6.1K sharesnew addition2026-03-312026-04-09

CRCL CIRCLE INTERNET GROUP INC2.1K sharesnew addition2026-03-312026-04-09

KOS KOSMOS ENERGY LTD71.0K sharesnew addition2026-03-312026-04-09

SGMO SANGAMO THERAPEUTICS INC668.0K sharesnew addition2026-03-312026-04-09

TIC TIC SOLUTIONS INC25.0K sharesnew addition2026-03-312026-04-09

F FORD MTR CO14.0K sharesnew addition2026-03-312026-04-09

BHC BAUSCH HEALTH COS INC29.0K sharesnew addition2026-03-312026-04-09

Sponsored

AVO MISSION PRODUCE INC10.0K sharesnew addition2026-03-312026-04-09

AOMR ANGEL OAK MORTGAGE REIT INC16.0K sharesnew addition2026-03-312026-04-09

NMFC NEW MTN FIN CORP16.4K sharesnew addition2026-03-312026-04-09

KURA KURA ONCOLOGY INC14.9K sharesnew addition2026-03-312026-04-09

NAC NUVEEN CA DIVI ADV MUN10.0K sharesnew addition2026-03-312026-04-09

SEVN SEVEN HILLS REALTY TRUST14.0K sharesnew addition2026-03-312026-04-09

IBRX IMMUNITYBIO INC15.0K sharesnew addition2026-03-312026-04-09

RCKT ROCKET PHARMACEUTICALS INC27.7K sharesnew addition2026-03-312026-04-09

Sponsored

PGEN PRECIGEN INC25.0K sharesnew addition2026-03-312026-04-09

SOUN SOUNDHOUND AI INC12.5K sharesnew addition2026-03-312026-04-09

VSTS VESTIS CORPORATION10.5K sharesnew addition2026-03-312026-04-09

EMPIRE PETE CORP EMPIRE PETE CORP24.9K sharesnew addition2026-03-312026-04-09

PPT PUTNAM PREMIER INCOME TR15.5K shares0.00%2026-03-312026-04-09

IRD OPUS GENETICS INC12.0K sharesnew addition2026-03-312026-04-09

NEW ERA ENERGY & DIGITAL INC NEW ERA ENERGY & DIGITAL INC25.0K sharesnew addition2026-03-312026-04-09

OSTX OS THERAPIES INCORPORATED32.0K sharesnew addition2026-03-312026-04-09

Sponsored

MGNX MACROGENICS INC12.3K sharesnew addition2026-03-312026-04-09

ESPR ESPERION THERAPEUTICS INC NE11.1K sharesnew addition2026-03-312026-04-09

CCO CLEAR CHANNEL OUTDOOR HLDGS11.9K sharesnew addition2026-03-312026-04-09

RNTX REIN THERAPEUTICS INC20.0K sharesnew addition2026-03-312026-04-09

CLSKW CLEANSPARK INC15.8K sharesnew addition2026-03-312026-04-09

VNRX VOLITIONRX LTD15.0K sharesnew addition2026-03-312026-04-09

PIIIW P3 HEALTH PARTNERS INC93.3K sharesnew addition2026-03-312026-04-09

ANGHAMI INC ANGHAMI INC33.3K sharesnew addition2026-03-312026-04-09

Sponsored

AIIOW ROBO.AI INC.10.0K sharesnew addition2026-03-312026-04-09

INVESCO QQQ TR

10.89%

Shares66.4K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

New

Shares134.2K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

New

Shares180.8K

Event2026-03-31

Filed2026-04-09

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares802.2K

Event2026-03-31

Filed2026-04-09

CSWC

CAPITAL SOUTHWEST CORP

New

Shares1.1M

Event2026-03-31

Filed2026-04-09

MSIF

MSC INCOME FUND INC

New

Shares1.8M

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

4213.52%

Shares25.8K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

New

Shares92.1K

Event2026-03-31

Filed2026-04-09

BLACKSTONE INC

New

Shares132.9K

Event2026-03-31

Filed2026-04-09

MAIN

MAIN STR CAP CORP

New

Shares237.3K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

New

Shares28.3K

Event2026-03-31

Filed2026-04-09

BROADCOM INC

New

Shares39.7K

Event2026-03-31

Filed2026-04-09

LAM RESEARCH CORP

New

Shares42.4K

Event2026-03-31

Filed2026-04-09

INVESCO EXCHANGE TRADED FD T

New

Shares44.5K

Event2026-03-31

Filed2026-04-09

PHILIP MORRIS INTL INC

New

Shares50.9K

Event2026-03-31

Filed2026-04-09

CTAS

CINTAS CORP

New

Shares49.0K

Event2026-03-31

Filed2026-04-09

VOXR

VOX ROYALTY CORP

0.00%

Shares1.4M

Event2026-03-31

Filed2026-04-09

AMD

ADVANCED MICRO DEVICES INC

New

Shares35.3K

Event2026-03-31

Filed2026-04-09

LLY

ELI LILLY & CO

New

Shares7.6K

Event2026-03-31

Filed2026-04-09

NEXTERA ENERGY INC

New

Shares138.3K

Event2026-03-31

Filed2026-04-09

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

Shares9

Event2026-03-31

Filed2026-04-09

VXUS

VANGUARD STAR FDS

New

Shares77.7K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

New

Shares19.7K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

New

Shares18.6K

Event2026-03-31

Filed2026-04-09

ALPS ETF TR

New

Shares97.8K

Event2026-03-31

Filed2026-04-09

GOLDMAN SACHS GROUP INC

New

Shares10.8K

Event2026-03-31

Filed2026-04-09

ALTRIA GROUP INC

New

Shares68.8K

Event2026-03-31

Filed2026-04-09

ABBV

ABBVIE INC

New

Shares20.8K

Event2026-03-31

Filed2026-04-09

ORCL

ORACLE CORP

New

Shares29.7K

Event2026-03-31

Filed2026-04-09

AT&T INC

New

Shares148.5K

Event2026-03-31

Filed2026-04-09

MDY

STATE STR SPDR S&P MIDCAP 40

845.00%

Shares9.4K

Event2026-03-31

Filed2026-04-09

DDOG

DATADOG INC

New

Shares32.4K

Event2026-03-31

Filed2026-04-09

LITE

LUMENTUM HLDGS INC

New

Shares5.3K

Event2026-03-31

Filed2026-04-09

CIEN

CIENA CORP

New

Shares9.3K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

New

Shares17.0K

Event2026-03-31

Filed2026-04-09

TXO

TXO PARTNERS LP

New

Shares279.1K

Event2026-03-31

Filed2026-04-09

PERMIAN RESOURCES CORP

New

Shares161.9K

Event2026-03-31

Filed2026-04-09

ROCKET LAB CORP

New

Shares51.9K

Event2026-03-31

Filed2026-04-09

CHTR

CHARTER COMMUNICATIONS INC

New

Shares15.4K

Event2026-03-31

Filed2026-04-09

LOW

LOWES COS INC

New

Shares13.6K

Event2026-03-31

Filed2026-04-09

HOME DEPOT INC

New

Shares9.7K

Event2026-03-31

Filed2026-04-09