Sponsored

The Analysis of SEAMOUNT FINANCIAL GROUP INC's Holdings & P&L

Currently, SEAMOUNT FINANCIAL GROUP INC holds 135 types of securities in its portfolio with a total value $221.9M. In the most recent quarter, they have increased their positions in CGBL (+47.5K shares, valued at $1.6M), CGMS (+35.1K shares, valued at $956.9K), N/A (+4.4K shares, valued at $843.0K); decreased their positions in COST (-1.4K shares, valued at $1.4M), GLD (-2.8K shares, valued at $1.2M), AAPL (-2.0K shares, valued at $512.1K); initiated new positions in N/A (+4.4K shares, valued at $843.0K), CGXU (+12.4K shares, valued at $364.3K), MET (+3.5K shares, valued at $249.5K).

1M P&L

+6.6M+3.29%

3M P&L

-8.2M-3.82%

HY P&L

+1.8M+0.88%

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/A123.2M

63.4%

2Consumer Electronics14.2M

7.3%

3Internet Retail9.5M

4.9%

Top Industries by Stock Count

1N/A60 stocks

50.0%

2Drug Manufacturers - General4 stocks

3.3%

3Semiconductors3 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC55.8K shares-3.49%2026-03-312026-04-24

CGDV CAPITAL GROUP DIVIDEND VALUE239.3K shares5.97%2026-03-312026-04-24

AMZN AMAZON COM INC45.8K shares-2.84%2026-03-312026-04-24

JQUA J P MORGAN EXCHANGE TRADED F155.0K shares2.57%2026-03-312026-04-24

CGBL CAPITAL GROUP CORE BALANCED241.3K shares24.53%2026-03-312026-04-24

VTI VANGUARD INDEX FDS24.4K shares0.50%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL15.2K shares2.51%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS10.4K shares4.70%2026-03-312026-04-24

Sponsored

VIG VANGUARD SPECIALIZED FUNDS26.3K shares2.80%2026-03-312026-04-24

VDE VANGUARD WORLD FD26.5K shares-0.06%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR7.8K shares-0.86%2026-03-312026-04-24

HYS PIMCO ETF TR47.0K shares4.94%2026-03-312026-04-24

CGUS CAPITAL GROUP CORE EQUITY ET107.3K shares12.52%2026-03-312026-04-24

DFAU DIMENSIONAL ETF TRUST85.8K shares4.89%2026-03-312026-04-24

MSFT MICROSOFT CORP10.3K shares12.92%2026-03-312026-04-24

VO VANGUARD INDEX FDS13.1K shares4.87%2026-03-312026-04-24

Sponsored

VT VANGUARD INTL EQUITY INDEX F26.2K shares-0.75%2026-03-312026-04-24

XOM EXXON MOBIL CORP20.9K shares-4.39%2026-03-312026-04-24

NVDA NVIDIA CORPORATION19.9K shares0.49%2026-03-312026-04-24

IWM ISHARES TR13.3K shares-1.05%2026-03-312026-04-24

CGGR CAPITAL GROUP GROWTH ETF78.3K shares22.05%2026-03-312026-04-24

LQD ISHARES TR28.7K shares2.96%2026-03-312026-04-24

VNQ VANGUARD INDEX FDS34.0K shares8.20%2026-03-312026-04-24

GLD SPDR GOLD TR7.0K shares-28.44%2026-03-312026-04-24

Sponsored

CVX CHEVRON CORPORATION14.0K shares0.10%2026-03-312026-04-24

CGMS CAPITAL GRP FIXED INCM ETF T104.6K shares50.63%2026-03-312026-04-24

VCIT VANGUARD SCOTTSDALE FDS33.5K shares6.73%2026-03-312026-04-24

CGDG CAPITAL GROUP DIVIDEND GROWE75.0K shares9.56%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS9.8K shares0.51%2026-03-312026-04-24

BROADCOM INC BROADCOM INC7.5K shares0.51%2026-03-312026-04-24

DIA STATE STR SPDR DOW JONES IND5.0K shares1.17%2026-03-312026-04-24

TCAF T ROWE PRICE ETF INC64.7K shares3.12%2026-03-312026-04-24

Sponsored

VV VANGUARD INDEX FDS6.8K shares5.30%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION1.8K shares-44.06%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO6.0K shares0.15%2026-03-312026-04-24

CGGO CAPITAL GROUP GBL GROWTH EQT52.1K shares31.41%2026-03-312026-04-24

COP CONOCOPHILLIPS11.5K shares1.82%2026-03-312026-04-24

WMT WALMART INC11.9K shares-2.51%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T2.3K shares1.76%2026-03-312026-04-24

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II20.0K shares-3.39%2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC4.9K shares1.58%2026-03-312026-04-24

HYDB ISHARES TR28.7K shares10.54%2026-03-312026-04-24

VOOG VANGUARD ADMIRAL FDS INC3.1K shares0.00%2026-03-312026-04-24

KO COCA COLA CO15.8K shares0.70%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON4.7K shares0.23%2026-03-312026-04-24

SDY SPDR SERIES TRUST7.8K shares1.18%2026-03-312026-04-24

SPHQ INVESCO EXCHANGE TRADED FD T14.7K shares0.52%2026-03-312026-04-24

PFF ISHARES TR36.3K shares14.77%2026-03-312026-04-24

Sponsored

MATX MATSON INC6.7K shares0.00%2026-03-312026-04-24

VXUS VANGUARD STAR FDS13.9K shares28.64%2026-03-312026-04-24

VYMI VANGUARD WHITEHALL FDS11.1K shares9.11%2026-03-312026-04-24

SNA SNAP ON INC2.7K shares0.00%2026-03-312026-04-24

UNP UNION PAC CORP4.0K shares-1.39%2026-03-312026-04-24

PG PROCTER & GAMBLE CO6.7K shares0.65%2026-03-312026-04-24

JPST J P MORGAN EXCHANGE TRADED F18.9K shares-20.30%2026-03-312026-04-24

DFP FLAHERTY & CRUMRINE DYNAMIC45.0K shares-4.44%2026-03-312026-04-24

Sponsored

WM WASTE MGMT INC DEL3.9K shares0.31%2026-03-312026-04-24

FMHI FIRST TR EXCH TRADED FD III18.9K shares21.33%2026-03-312026-04-24

XHB SPDR SERIES TRUST8.9K shares2.66%2026-03-312026-04-24

ITW ILLINOIS TOOL WKS INC3.3K shares0.00%2026-03-312026-04-24

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.4K sharesnew addition2026-03-312026-04-24

CGIE CAPITAL GROUP INTERNATIONAL24.7K shares-11.56%2026-03-312026-04-24

SHEL SHELL PLC8.3K shares-5.13%2026-03-312026-04-24

VYM VANGUARD WHITEHALL FDS5.2K shares-8.66%2026-03-312026-04-24

Sponsored

VPU VANGUARD WORLD FD3.8K shares-2.73%2026-03-312026-04-24

UAL UNITED AIRLS HLDGS INC7.9K shares-1.09%2026-03-312026-04-24

VDC VANGUARD WORLD FD3.2K shares0.50%2026-03-312026-04-24

MCD MCDONALDS CORP2.3K shares-0.86%2026-03-312026-04-24

VGK VANGUARD INTL EQUITY INDEX F8.5K shares4.24%2026-03-312026-04-24

VKQ INVESCO MUNICIPAL TRUST73.7K shares-5.11%2026-03-312026-04-24

DFAS DIMENSIONAL ETF TRUST9.6K shares7.76%2026-03-312026-04-24

HD HOME DEPOT INC2.1K shares-1.05%2026-03-312026-04-24

Sponsored

BLACKSTONE INC BLACKSTONE INC5.8K shares-0.29%2026-03-312026-04-24

NUV NUVEEN MUN VALUE FD INC70.8K shares-6.27%2026-03-312026-04-24

DE DEERE & CO1.1K shares9.85%2026-03-312026-04-24

CMI CUMMINS INC1.2K shares0.00%2026-03-312026-04-24

HON HONEYWELL INTL INC2.7K shares0.04%2026-03-312026-04-24

RTX RTX CORPORATION3.0K shares0.00%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC4.8K shares0.00%2026-03-312026-04-24

SMH VANECK ETF TRUST1.5K shares-1.21%2026-03-312026-04-24

Sponsored

TMSL T ROWE PRICE ETF INC15.1K shares-0.10%2026-03-312026-04-24

LLY ELI LILLY & CO579 shares0.00%2026-03-312026-04-24

NUE NUCOR CORP3.1K shares0.00%2026-03-312026-04-24

CGMU CAPITAL GRP FIXED INCM ETF T19.5K shares20.72%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC10.4K shares3.73%2026-03-312026-04-24

V VISA INC1.7K shares-4.04%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC2.5K shares5.70%2026-03-312026-04-24

CITIGROUP INC CITIGROUP INC4.5K shares0.00%2026-03-312026-04-24

Sponsored

CAT CATERPILLAR INC703 shares-10.22%2026-03-312026-04-24

HYD VANECK ETF TRUST9.6K shares24.36%2026-03-312026-04-24

PSX PHILLIPS 662.6K shares0.00%2026-03-312026-04-24

WFC WELLS FARGO & CO5.9K shares15.77%2026-03-312026-04-24

O REALTY INCOME CORP7.6K shares0.00%2026-03-312026-04-24

FFC FLAHERTY & CRUMRIN PFD & INM29.4K shares-3.11%2026-03-312026-04-24

ARISTA NETWORKS INC ARISTA NETWORKS INC3.6K shares0.00%2026-03-312026-04-24

ABBV ABBVIE INC2.0K shares-4.31%2026-03-312026-04-24

Sponsored

SHLD GLOBAL X FDS5.9K shares4.70%2026-03-312026-04-24

ALPHABET INC ALPHABET INC1.5K shares66.40%2026-03-312026-04-24

MEDTRONIC PLC MEDTRONIC PLC4.6K shares5.72%2026-03-312026-04-24

MU MICRON TECHNOLOGY INC1.1K shares-5.38%2026-03-312026-04-24

META META PLATFORMS INC644 shares-57.27%2026-03-312026-04-24

ONEQ FIDELITY COMWLTH TR4.3K shares0.14%2026-03-312026-04-24

CGXU CAPITAL GROUP INTL FOCUS EQT12.4K sharesnew addition2026-03-312026-04-24

DLR DIGITAL RLTY TR INC2.0K shares-2.45%2026-03-312026-04-24

Sponsored

FLC FLAHERTY & CRUMRINE TOTAL RE20.8K shares0.00%2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC1.3K shares-0.39%2026-03-312026-04-24

IGSB ISHARES TR6.4K shares25.86%2026-03-312026-04-24

FAST FASTENAL CO7.0K shares0.00%2026-03-312026-04-24

T AT&T INC10.6K shares1.07%2026-03-312026-04-24

UPS UNITED PARCEL SVCS INC3.1K shares0.00%2026-03-312026-04-24

CMG CHIPOTLE MEXICAN GRILL INC9.4K shares6.32%2026-03-312026-04-24

VTC VANGUARD SCOTTSDALE FDS3.8K shares-4.99%2026-03-312026-04-24

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP848 shares0.00%2026-03-312026-04-24

XLP SELECT SECTOR SPDR TR3.2K shares-17.76%2026-03-312026-04-24

DIS DISNEY WALT CO2.8K shares-13.59%2026-03-312026-04-24

EW EDWARDS LIFESCIENCES CORP3.3K shares0.00%2026-03-312026-04-24

GIS GENERAL MILLS INC7.1K shares0.00%2026-03-312026-04-24

TOST TOAST INC9.9K shares0.00%2026-03-312026-04-24

IWF ISHARES TR610 shares0.00%2026-03-312026-04-24

AEP AMERICAN ELEC PWR CO INC2.0K shares2.75%2026-03-312026-04-24

Sponsored

IVV ISHARES TR395 shares0.25%2026-03-312026-04-24

GM GENERAL MTRS CO3.4K shares-2.83%2026-03-312026-04-24

MET METLIFE INC3.5K sharesnew addition2026-03-312026-04-24

VHT VANGUARD WORLD FD903 shares0.33%2026-03-312026-04-24

ED CONSOLIDATED EDISON INC2.1K shares0.00%2026-03-312026-04-24

TSLA TESLA INC645 shares0.00%2026-03-312026-04-24

ALL ALLSTATE CORP1.2K shares0.00%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE802 shares0.00%2026-03-312026-04-24

Sponsored

PFE PFIZER INC7.6K sharesnew addition2026-03-312026-04-24

CSCO CISCO SYS INC2.7K sharesnew addition2026-03-312026-04-24

FDX FEDEX CORP595 sharesnew addition2026-03-312026-04-24

VXF VANGUARD INDEX FDS1.0K shares0.29%2026-03-312026-04-24

USB US BANCORP4.1K shares0.00%2026-03-312026-04-24

KMI KINDER MORGAN INC DEL6.3K sharesnew addition2026-03-312026-04-24

PCQ PIMCO CALIF MUN INCOME FD14.4K sharesnew addition2026-03-312026-04-24

AAPL

APPLE INC

-3.49%

Shares55.8K

Event2026-03-31

Filed2026-04-24

CGDV

CAPITAL GROUP DIVIDEND VALUE

5.97%

Shares239.3K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-2.84%

Shares45.8K

Event2026-03-31

Filed2026-04-24

JQUA

J P MORGAN EXCHANGE TRADED F

2.57%

Shares155.0K

Event2026-03-31

Filed2026-04-24

CGBL

CAPITAL GROUP CORE BALANCED

24.53%

Shares241.3K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

0.50%

Shares24.4K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

2.51%

Shares15.2K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

4.70%

Shares10.4K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

2.80%

Shares26.3K

Event2026-03-31

Filed2026-04-24

VDE

VANGUARD WORLD FD

-0.06%

Shares26.5K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

-0.86%

Shares7.8K

Event2026-03-31

Filed2026-04-24

HYS

PIMCO ETF TR

4.94%

Shares47.0K

Event2026-03-31

Filed2026-04-24

CGUS

CAPITAL GROUP CORE EQUITY ET

12.52%

Shares107.3K

Event2026-03-31

Filed2026-04-24

DFAU

DIMENSIONAL ETF TRUST

4.89%

Shares85.8K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

12.92%

Shares10.3K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

4.87%

Shares13.1K

Event2026-03-31

Filed2026-04-24

VANGUARD INTL EQUITY INDEX F

-0.75%

Shares26.2K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

-4.39%

Shares20.9K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

0.49%

Shares19.9K

Event2026-03-31

Filed2026-04-24

IWM

ISHARES TR

-1.05%

Shares13.3K

Event2026-03-31

Filed2026-04-24

CGGR

CAPITAL GROUP GROWTH ETF

22.05%

Shares78.3K

Event2026-03-31

Filed2026-04-24

LQD

ISHARES TR

2.96%

Shares28.7K

Event2026-03-31

Filed2026-04-24

VNQ

VANGUARD INDEX FDS

8.20%

Shares34.0K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD TR

-28.44%

Shares7.0K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

0.10%

Shares14.0K

Event2026-03-31

Filed2026-04-24

CGMS

CAPITAL GRP FIXED INCM ETF T

50.63%

Shares104.6K

Event2026-03-31

Filed2026-04-24

VCIT

VANGUARD SCOTTSDALE FDS

6.73%

Shares33.5K

Event2026-03-31

Filed2026-04-24

CGDG

CAPITAL GROUP DIVIDEND GROWE

9.56%

Shares75.0K

Event2026-03-31

Filed2026-04-24

IBM

INTERNATIONAL BUSINESS MACHS

0.51%

Shares9.8K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

0.51%

Shares7.5K

Event2026-03-31

Filed2026-04-24

DIA

STATE STR SPDR DOW JONES IND

1.17%

Shares5.0K

Event2026-03-31

Filed2026-04-24

TCAF

T ROWE PRICE ETF INC

3.12%

Shares64.7K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

5.30%

Shares6.8K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

-44.06%

Shares1.8K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

0.15%

Shares6.0K

Event2026-03-31

Filed2026-04-24

CGGO

CAPITAL GROUP GBL GROWTH EQT

31.41%

Shares52.1K

Event2026-03-31

Filed2026-04-24

COP

CONOCOPHILLIPS

1.82%

Shares11.5K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

-2.51%

Shares11.9K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

1.76%

Shares2.3K

Event2026-03-31

Filed2026-04-24

INVESCO EXCH TRADED FD TR II

-3.39%

Shares20.0K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

1.58%

Shares4.9K

Event2026-03-31

Filed2026-04-24

HYDB

ISHARES TR

10.54%

Shares28.7K

Event2026-03-31

Filed2026-04-24

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-24

COCA COLA CO

0.70%

Shares15.8K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

0.23%

Shares4.7K

Event2026-03-31

Filed2026-04-24

SDY

SPDR SERIES TRUST

1.18%

Shares7.8K

Event2026-03-31

Filed2026-04-24

SPHQ

INVESCO EXCHANGE TRADED FD T

0.52%

Shares14.7K

Event2026-03-31

Filed2026-04-24

PFF

ISHARES TR

14.77%

Shares36.3K

Event2026-03-31

Filed2026-04-24

MATX

MATSON INC

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-24

VXUS

VANGUARD STAR FDS

28.64%

Shares13.9K

Event2026-03-31

Filed2026-04-24

VYMI

VANGUARD WHITEHALL FDS

9.11%

Shares11.1K

Event2026-03-31

Filed2026-04-24

SNA

SNAP ON INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-24

UNP

UNION PAC CORP

-1.39%

Shares4.0K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

0.65%

Shares6.7K

Event2026-03-31

Filed2026-04-24

JPST

J P MORGAN EXCHANGE TRADED F

-20.30%

Shares18.9K

Event2026-03-31

Filed2026-04-24

DFP

FLAHERTY & CRUMRINE DYNAMIC

-4.44%

Shares45.0K

Event2026-03-31

Filed2026-04-24

WASTE MGMT INC DEL

0.31%

Shares3.9K

Event2026-03-31

Filed2026-04-24

FMHI

FIRST TR EXCH TRADED FD III

21.33%

Shares18.9K

Event2026-03-31

Filed2026-04-24

XHB

SPDR SERIES TRUST

2.66%

Shares8.9K

Event2026-03-31

Filed2026-04-24

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-24

INVESCO EXCHANGE TRADED FD T

New

Shares4.4K

Event2026-03-31

Filed2026-04-24

CGIE

CAPITAL GROUP INTERNATIONAL

-11.56%

Shares24.7K

Event2026-03-31

Filed2026-04-24

SHEL

SHELL PLC

-5.13%

Shares8.3K

Event2026-03-31

Filed2026-04-24

VYM

VANGUARD WHITEHALL FDS

-8.66%

Shares5.2K

Event2026-03-31

Filed2026-04-24

VPU

VANGUARD WORLD FD

-2.73%

Shares3.8K

Event2026-03-31

Filed2026-04-24

UAL

UNITED AIRLS HLDGS INC

-1.09%

Shares7.9K

Event2026-03-31

Filed2026-04-24

VDC

VANGUARD WORLD FD

0.50%

Shares3.2K

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

-0.86%

Shares2.3K

Event2026-03-31

Filed2026-04-24

VGK

VANGUARD INTL EQUITY INDEX F

4.24%

Shares8.5K

Event2026-03-31

Filed2026-04-24

VKQ

INVESCO MUNICIPAL TRUST

-5.11%

Shares73.7K

Event2026-03-31

Filed2026-04-24

DFAS

DIMENSIONAL ETF TRUST

7.76%

Shares9.6K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

-1.05%

Shares2.1K

Event2026-03-31

Filed2026-04-24

BLACKSTONE INC

-0.29%

Shares5.8K

Event2026-03-31

Filed2026-04-24

NUV

NUVEEN MUN VALUE FD INC

-6.27%

Shares70.8K

Event2026-03-31

Filed2026-04-24

DEERE & CO

9.85%

Shares1.1K

Event2026-03-31

Filed2026-04-24

CMI

CUMMINS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-24

HON

HONEYWELL INTL INC

0.04%

Shares2.7K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-24

SMH

VANECK ETF TRUST

-1.21%

Shares1.5K

Event2026-03-31

Filed2026-04-24

TMSL

T ROWE PRICE ETF INC

-0.10%

Shares15.1K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

0.00%

Shares579

Event2026-03-31

Filed2026-04-24

NUE

NUCOR CORP

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-24

CGMU

CAPITAL GRP FIXED INCM ETF T

20.72%

Shares19.5K

Event2026-03-31

Filed2026-04-24

VERIZON COMMUNICATIONS INC

3.73%

Shares10.4K

Event2026-03-31

Filed2026-04-24

VISA INC

-4.04%

Shares1.7K

Event2026-03-31

Filed2026-04-24

AMD

ADVANCED MICRO DEVICES INC

5.70%

Shares2.5K

Event2026-03-31

Filed2026-04-24

CITIGROUP INC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

-10.22%

Shares703

Event2026-03-31

Filed2026-04-24

HYD

VANECK ETF TRUST

24.36%

Shares9.6K

Event2026-03-31

Filed2026-04-24

PSX

PHILLIPS 66

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-24

WFC

WELLS FARGO & CO

15.77%

Shares5.9K

Event2026-03-31

Filed2026-04-24

REALTY INCOME CORP

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-24

FFC

FLAHERTY & CRUMRIN PFD & INM

-3.11%

Shares29.4K

Event2026-03-31

Filed2026-04-24

ARISTA NETWORKS INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC

-4.31%

Shares2.0K

Event2026-03-31

Filed2026-04-24

SHLD

GLOBAL X FDS

4.70%

Shares5.9K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

66.40%

Shares1.5K

Event2026-03-31

Filed2026-04-24

MEDTRONIC PLC

5.72%

Shares4.6K

Event2026-03-31

Filed2026-04-24

MICRON TECHNOLOGY INC

-5.38%

Shares1.1K

Event2026-03-31

Filed2026-04-24