Sponsored

The Analysis of SHELTON WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, SHELTON WEALTH MANAGEMENT, LLC holds 124 types of securities in its portfolio with a total value $227.0M. In the most recent quarter, they have increased their positions in IBTL (+495.8K shares, valued at $10.1M), IWR (+16.9K shares, valued at $1.6M), IBTH (+69.5K shares, valued at $1.6M); decreased their positions in MU (-6.7K shares, valued at $2.3M), N/A (-6.2K shares, valued at $1.3M), VRT (-4.3K shares, valued at $1.1M); initiated new positions in IBTL (+495.8K shares, valued at $10.1M), HON (+5.7K shares, valued at $1.3M), COP (+9.7K shares, valued at $1.3M).

1M P&L

+5.8M+2.58%

3M P&L

+9.0M+4.07%

HY P&L

+19.7M+9.31%

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/A122.1M

59.2%

2Software - Infrastructure7.1M

3.4%

3Semiconductors6.7M

3.2%

Top Industries by Stock Count

1N/A30 stocks

27.3%

2Software - Infrastructure8 stocks

7.3%

3Medical Devices5 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FTSM FIRST TR EXCHANGE-TRADED FD216.4K shares0.86%2026-03-312026-04-28

IBTH ISHARES TR456.4K shares17.96%2026-03-312026-04-28

IBTI ISHARES TR458.4K shares17.67%2026-03-312026-04-28

IBTJ ISHARES TR466.9K shares17.41%2026-03-312026-04-28

IBTK ISHARES TR515.1K shares17.14%2026-03-312026-04-28

IBTL ISHARES TR495.8K sharesnew addition2026-03-312026-04-28

IWR ISHARES TR95.8K shares21.48%2026-03-312026-04-28

IWB ISHARES TR15.2K shares-1.69%2026-03-312026-04-28

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD55.1K shares-5.59%2026-03-312026-04-28

TLT ISHARES TR49.7K shares-0.98%2026-03-312026-04-28

IEI ISHARES TR34.9K shares-1.70%2026-03-312026-04-28

SCHX SCHWAB STRATEGIC TR156.4K shares-4.32%2026-03-312026-04-28

EMXC ISHARES INC46.4K shares-12.85%2026-03-312026-04-28

RDVY FIRST TR EXCHANGE TRADED FD48.3K shares-8.77%2026-03-312026-04-28

NVDA NVIDIA CORPORATION16.5K shares-11.76%2026-03-312026-04-28

ALPHABET INC ALPHABET INC9.9K shares-19.31%2026-03-312026-04-28

Sponsored

AMZN AMAZON COM INC13.0K shares3.16%2026-03-312026-04-28

LAM RESEARCH CORP LAM RESEARCH CORP12.2K shares-33.54%2026-03-312026-04-28

VBK VANGUARD INDEX FDS8.4K shares-3.74%2026-03-312026-04-28

VRT VERTIV HOLDINGS CO9.6K shares-30.94%2026-03-312026-04-28

WFC WELLS FARGO & CO29.8K shares0.33%2026-03-312026-04-28

CCJ CAMECO CORP21.5K shares-16.92%2026-03-312026-04-28

AMD ADVANCED MICRO DEVICES INC11.2K shares-18.08%2026-03-312026-04-28

APP APPLOVIN CORP5.7K shares-4.55%2026-03-312026-04-28

Sponsored

IGM ISHARES TR18.6K shares-1.81%2026-03-312026-04-28

IJR ISHARES TR17.0K shares-8.46%2026-03-312026-04-28

EQT CORP EQT CORP33.0K shares4.89%2026-03-312026-04-28

CSX CSX CORP50.6K shares70.33%2026-03-312026-04-28

MSFT MICROSOFT CORP5.3K shares12.92%2026-03-312026-04-28

PH PARKER-HANNIFIN CORP2.2K shares-16.45%2026-03-312026-04-28

EMR EMERSON ELEC CO14.7K shares-3.82%2026-03-312026-04-28

TSLA TESLA INC5.0K shares-6.47%2026-03-312026-04-28

Sponsored

IWM ISHARES TR7.3K shares-2.76%2026-03-312026-04-28

AAPL APPLE INC7.1K shares-4.27%2026-03-312026-04-28

MELI MERCADOLIBRE INC1.0K shares12.23%2026-03-312026-04-28

ASML ASML HLDG NV1.3K shares-30.82%2026-03-312026-04-28

NU NU HLDGS LTD108.7K shares-16.14%2026-03-312026-04-28

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.5K shares126.15%2026-03-312026-04-28

UBER UBER TECHNOLOGIES INC21.5K shares69.27%2026-03-312026-04-28

TMUS T-MOBILE US INC7.3K shares15.25%2026-03-312026-04-28

Sponsored

MU MICRON TECHNOLOGY INC4.5K shares-59.85%2026-03-312026-04-28

EATON CORP PLC EATON CORP PLC4.3K shares-5.80%2026-03-312026-04-28

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC15.1K shares3.00%2026-03-312026-04-28

FCX FREEPORT MCMORAN INC25.4K shares-9.11%2026-03-312026-04-28

ARISTA NETWORKS INC ARISTA NETWORKS INC12.2K shares-15.53%2026-03-312026-04-28

OIH VANECK ETF TRUST3.7K shares-25.68%2026-03-312026-04-28

IEFA ISHARES TR16.0K shares-7.69%2026-03-312026-04-28

CITIGROUP INC CITIGROUP INC12.8K shares-16.57%2026-03-312026-04-28

Sponsored

JPM JPMORGAN CHASE & CO4.9K shares-6.73%2026-03-312026-04-28

TWLO TWILIO INC11.4K shares-2.42%2026-03-312026-04-28

V VISA INC4.6K shares-1.89%2026-03-312026-04-28

CEG CONSTELLATION ENERGY CORP4.9K shares13.55%2026-03-312026-04-28

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY17.1K shares30.52%2026-03-312026-04-28

CBRE CBRE GROUP INC9.8K shares9.61%2026-03-312026-04-28

BKNG BOOKING HOLDINGS INC314 shares31.93%2026-03-312026-04-28

TMDX TRANSMEDICS GROUP INC13.1K shares10.63%2026-03-312026-04-28

Sponsored

HON HONEYWELL INTL INC5.7K sharesnew addition2026-03-312026-04-28

NLR VANECK ETF TRUST9.6K shares-1.93%2026-03-312026-04-28

COP CONOCOPHILLIPS9.7K sharesnew addition2026-03-312026-04-28

XBI SPDR SERIES TRUST9.6K shares-8.80%2026-03-312026-04-28

NET CLOUDFLARE INC5.9K shares-6.61%2026-03-312026-04-28

KO COCA COLA CO15.9K sharesnew addition2026-03-312026-04-28

META META PLATFORMS INC2.1K shares11.44%2026-03-312026-04-28

HALO HALOZYME THERAPEUTICS INC18.0K shares-14.99%2026-03-312026-04-28

Sponsored

JLL JONES LANG LASALLE INC3.8K shares2.75%2026-03-312026-04-28

AMAT APPLIED MATLS INC3.4K shares-8.91%2026-03-312026-04-28

BROADCOM INC BROADCOM INC3.7K shares124.82%2026-03-312026-04-28

ONON ON HLDG AG33.2K shares15.11%2026-03-312026-04-28

SYK STRYKER CORPORATION3.4K shares7.05%2026-03-312026-04-28

LPLA LPL FINL HLDGS INC3.7K shares-1.40%2026-03-312026-04-28

GS GOLDMAN SACHS GROUP INC1.3K shares-19.01%2026-03-312026-04-28

EW EDWARDS LIFESCIENCES CORP13.5K sharesnew addition2026-03-312026-04-28

Sponsored

LLY ELI LILLY & CO1.2K shares-13.14%2026-03-312026-04-28

MEDTRONIC PLC MEDTRONIC PLC12.2K sharesnew addition2026-03-312026-04-28

LINDE PLC LINDE PLC2.1K shares6.55%2026-03-312026-04-28

ISCG ISHARES TR18.9K shares-6.81%2026-03-312026-04-28

FPEI FIRST TR EXCH TRADED FD III50.2K shares-11.21%2026-03-312026-04-28

D DOMINION ENERGY INC15.4K shares-9.99%2026-03-312026-04-28

NEE NEXTERA ENERGY INC10.1K sharesnew addition2026-03-312026-04-28

CRS CARPENTER TECHNOLOGY CORP2.4K shares-1.78%2026-03-312026-04-28

Sponsored

VST VISTRA CORP6.2K shares253.70%2026-03-312026-04-28

FTNT FORTINET INC10.5K sharesnew addition2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.8K shares-11.37%2026-03-312026-04-28

AXP AMERICAN EXPRESS CO2.7K sharesnew addition2026-03-312026-04-28

XOM EXXON MOBIL CORP4.7K shares-10.12%2026-03-312026-04-28

KR KROGER CO11.0K sharesnew addition2026-03-312026-04-28

SRE SEMPRA8.0K sharesnew addition2026-03-312026-04-28

XOP SPDR SERIES TRUST4.2K shares-3.55%2026-03-312026-04-28

Sponsored

IJH ISHARES TR10.8K shares0.00%2026-03-312026-04-28

AA ALCOA CORP10.5K sharesnew addition2026-03-312026-04-28

KLAC KLA CORP468 shares-14.13%2026-03-312026-04-28

FITB FIFTH THIRD BANCORP14.7K sharesnew addition2026-03-312026-04-28

EOG EOG RES INC4.2K shares-11.39%2026-03-312026-04-28

URA GLOBAL X FDS11.9K shares0.00%2026-03-312026-04-28

FANG DIAMONDBACK ENERGY INC2.8K shares-12.56%2026-03-312026-04-28

MDB MONGODB INC2.2K sharesnew addition2026-03-312026-04-28

Sponsored

LMT LOCKHEED MARTIN CORP889 shares-0.78%2026-03-312026-04-28

WELL WELLTOWER INC2.2K shares0.36%2026-03-312026-04-28

PB PROSPERITY BANCSHARES INC6.3K shares0.00%2026-03-312026-04-28

PANW PALO ALTO NETWORKS INC2.5K shares-71.14%2026-03-312026-04-28

ZS ZSCALER INC2.6K shares-55.07%2026-03-312026-04-28

FTGC FIRST TR EXCHANGE TRAD FD VI12.0K shares-22.11%2026-03-312026-04-28

ORCL ORACLE CORP2.2K shares0.27%2026-03-312026-04-28

LOW LOWES COS INC1.4K shares0.00%2026-03-312026-04-28

Sponsored

INVESCO QQQ TR INVESCO QQQ TR541 shares0.00%2026-03-312026-04-28

BAC BANK AMERICA CORP6.4K shares0.05%2026-03-312026-04-28

KTOS KRATOS DEFENSE & SEC SOLUTIO4.4K shares-11.75%2026-03-312026-04-28

O REALTY INCOME CORP5.0K shares20.99%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON1.2K shares-7.53%2026-03-312026-04-28

NOW SERVICENOW INC2.7K shares-51.22%2026-03-312026-04-28

TEM TEMPUS AI INC6.3K shares-6.02%2026-03-312026-04-28

JEF JEFFERIES FINANCIAL GROUP IN6.8K shares-70.55%2026-03-312026-04-28

Sponsored

VLO VALERO ENERGY CORP1.1K sharesnew addition2026-03-312026-04-28

IVW ISHARES TR2.3K shares-5.63%2026-03-312026-04-28

BSX BOSTON SCIENTIFIC CORP4.1K shares-66.53%2026-03-312026-04-28

APLD APPLIED DIGITAL CORP10.2K shares-14.51%2026-03-312026-04-28

IVV ISHARES TR357 shares0.00%2026-03-312026-04-28

CTVA CORTEVA INC2.8K shares-74.33%2026-03-312026-04-28

CAT CATERPILLAR INC302 shares-27.05%2026-03-312026-04-28

ABT ABBOTT LABORATORIES2.0K shares-9.84%2026-03-312026-04-28

Sponsored

CRVS CORVUS PHARMACEUTICALS INC12.3K shares-21.55%2026-03-312026-04-28

RIOT RIOT PLATFORMS INC11.5K shares0.00%2026-03-312026-04-28

NFLX NETFLIX INC.1.1K sharesnew addition2026-03-312026-04-28

PRME PRIME MEDICINE INC20.1K shares0.00%2026-03-312026-04-28

FTSM

FIRST TR EXCHANGE-TRADED FD

0.86%

Shares216.4K

Event2026-03-31

Filed2026-04-28

IBTH

ISHARES TR

17.96%

Shares456.4K

Event2026-03-31

Filed2026-04-28

IBTI

ISHARES TR

17.67%

Shares458.4K

Event2026-03-31

Filed2026-04-28

IBTJ

ISHARES TR

17.41%

Shares466.9K

Event2026-03-31

Filed2026-04-28

IBTK

ISHARES TR

17.14%

Shares515.1K

Event2026-03-31

Filed2026-04-28

IBTL

ISHARES TR

New

Shares495.8K

Event2026-03-31

Filed2026-04-28

IWR

ISHARES TR

21.48%

Shares95.8K

Event2026-03-31

Filed2026-04-28

IWB

ISHARES TR

-1.69%

Shares15.2K

Event2026-03-31

Filed2026-04-28

FTCS

FIRST TR EXCHANGE-TRADED FD

-5.59%

Shares55.1K

Event2026-03-31

Filed2026-04-28

TLT

ISHARES TR

-0.98%

Shares49.7K

Event2026-03-31

Filed2026-04-28

IEI

ISHARES TR

-1.70%

Shares34.9K

Event2026-03-31

Filed2026-04-28

SCHX

SCHWAB STRATEGIC TR

-4.32%

Shares156.4K

Event2026-03-31

Filed2026-04-28

EMXC

ISHARES INC

-12.85%

Shares46.4K

Event2026-03-31

Filed2026-04-28

RDVY

FIRST TR EXCHANGE TRADED FD

-8.77%

Shares48.3K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

-11.76%

Shares16.5K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-19.31%

Shares9.9K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

3.16%

Shares13.0K

Event2026-03-31

Filed2026-04-28

LAM RESEARCH CORP

-33.54%

Shares12.2K

Event2026-03-31

Filed2026-04-28

VBK

VANGUARD INDEX FDS

-3.74%

Shares8.4K

Event2026-03-31

Filed2026-04-28

VRT

VERTIV HOLDINGS CO

-30.94%

Shares9.6K

Event2026-03-31

Filed2026-04-28

WFC

WELLS FARGO & CO

0.33%

Shares29.8K

Event2026-03-31

Filed2026-04-28

CCJ

CAMECO CORP

-16.92%

Shares21.5K

Event2026-03-31

Filed2026-04-28

AMD

ADVANCED MICRO DEVICES INC

-18.08%

Shares11.2K

Event2026-03-31

Filed2026-04-28

APP

APPLOVIN CORP

-4.55%

Shares5.7K

Event2026-03-31

Filed2026-04-28

IGM

ISHARES TR

-1.81%

Shares18.6K

Event2026-03-31

Filed2026-04-28

IJR

ISHARES TR

-8.46%

Shares17.0K

Event2026-03-31

Filed2026-04-28

EQT CORP

4.89%

Shares33.0K

Event2026-03-31

Filed2026-04-28

CSX

CSX CORP

70.33%

Shares50.6K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

12.92%

Shares5.3K

Event2026-03-31

Filed2026-04-28

PARKER-HANNIFIN CORP

-16.45%

Shares2.2K

Event2026-03-31

Filed2026-04-28

EMR

EMERSON ELEC CO

-3.82%

Shares14.7K

Event2026-03-31

Filed2026-04-28

TSLA

TESLA INC

-6.47%

Shares5.0K

Event2026-03-31

Filed2026-04-28

IWM

ISHARES TR

-2.76%

Shares7.3K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-4.27%

Shares7.1K

Event2026-03-31

Filed2026-04-28

MELI

MERCADOLIBRE INC

12.23%

Shares1.0K

Event2026-03-31

Filed2026-04-28

ASML

ASML HLDG NV

-30.82%

Shares1.3K

Event2026-03-31

Filed2026-04-28

NU HLDGS LTD

-16.14%

Shares108.7K

Event2026-03-31

Filed2026-04-28

GENERAL DYNAMICS CORP

126.15%

Shares4.5K

Event2026-03-31

Filed2026-04-28

UBER

UBER TECHNOLOGIES INC

69.27%

Shares21.5K

Event2026-03-31

Filed2026-04-28

TMUS

T-MOBILE US INC

15.25%

Shares7.3K

Event2026-03-31

Filed2026-04-28

MICRON TECHNOLOGY INC

-59.85%

Shares4.5K

Event2026-03-31

Filed2026-04-28

EATON CORP PLC

-5.80%

Shares4.3K

Event2026-03-31

Filed2026-04-28

MARVELL TECHNOLOGY INC

3.00%

Shares15.1K

Event2026-03-31

Filed2026-04-28

FCX

FREEPORT MCMORAN INC

-9.11%

Shares25.4K

Event2026-03-31

Filed2026-04-28

ARISTA NETWORKS INC

-15.53%

Shares12.2K

Event2026-03-31

Filed2026-04-28

OIH

VANECK ETF TRUST

-25.68%

Shares3.7K

Event2026-03-31

Filed2026-04-28

IEFA

ISHARES TR

-7.69%

Shares16.0K

Event2026-03-31

Filed2026-04-28

CITIGROUP INC

-16.57%

Shares12.8K

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO

-6.73%

Shares4.9K

Event2026-03-31

Filed2026-04-28

TWLO

TWILIO INC

-2.42%

Shares11.4K

Event2026-03-31

Filed2026-04-28

VISA INC

-1.89%

Shares4.6K

Event2026-03-31

Filed2026-04-28

CEG

CONSTELLATION ENERGY CORP

13.55%

Shares4.9K

Event2026-03-31

Filed2026-04-28

CANADIAN PACIFIC KANSAS CITY

30.52%

Shares17.1K

Event2026-03-31

Filed2026-04-28

CBRE

CBRE GROUP INC

9.61%

Shares9.8K

Event2026-03-31

Filed2026-04-28

BKNG

BOOKING HOLDINGS INC

31.93%

Shares314

Event2026-03-31

Filed2026-04-28

TMDX

TRANSMEDICS GROUP INC

10.63%

Shares13.1K

Event2026-03-31

Filed2026-04-28

HON

HONEYWELL INTL INC

New

Shares5.7K

Event2026-03-31

Filed2026-04-28

NLR

VANECK ETF TRUST

-1.93%

Shares9.6K

Event2026-03-31

Filed2026-04-28

COP

CONOCOPHILLIPS

New

Shares9.7K

Event2026-03-31

Filed2026-04-28

XBI

SPDR SERIES TRUST

-8.80%

Shares9.6K

Event2026-03-31

Filed2026-04-28

NET

CLOUDFLARE INC

-6.61%

Shares5.9K

Event2026-03-31

Filed2026-04-28

COCA COLA CO

New

Shares15.9K

Event2026-03-31

Filed2026-04-28

META

META PLATFORMS INC

11.44%

Shares2.1K

Event2026-03-31

Filed2026-04-28

HALO

HALOZYME THERAPEUTICS INC

-14.99%

Shares18.0K

Event2026-03-31

Filed2026-04-28

JLL

JONES LANG LASALLE INC

2.75%

Shares3.8K

Event2026-03-31

Filed2026-04-28

AMAT

APPLIED MATLS INC

-8.91%

Shares3.4K

Event2026-03-31

Filed2026-04-28

BROADCOM INC

124.82%

Shares3.7K

Event2026-03-31

Filed2026-04-28

ONON

ON HLDG AG

15.11%

Shares33.2K

Event2026-03-31

Filed2026-04-28

SYK

STRYKER CORPORATION

7.05%

Shares3.4K

Event2026-03-31

Filed2026-04-28

LPLA

LPL FINL HLDGS INC

-1.40%

Shares3.7K

Event2026-03-31

Filed2026-04-28

GOLDMAN SACHS GROUP INC

-19.01%

Shares1.3K

Event2026-03-31

Filed2026-04-28

EDWARDS LIFESCIENCES CORP

New

Shares13.5K

Event2026-03-31

Filed2026-04-28

LLY

ELI LILLY & CO

-13.14%

Shares1.2K

Event2026-03-31

Filed2026-04-28

MEDTRONIC PLC

New

Shares12.2K

Event2026-03-31

Filed2026-04-28

LINDE PLC

6.55%

Shares2.1K

Event2026-03-31

Filed2026-04-28

ISCG

ISHARES TR

-6.81%

Shares18.9K

Event2026-03-31

Filed2026-04-28

FPEI

FIRST TR EXCH TRADED FD III

-11.21%

Shares50.2K

Event2026-03-31

Filed2026-04-28

DOMINION ENERGY INC

-9.99%

Shares15.4K

Event2026-03-31

Filed2026-04-28

NEE

NEXTERA ENERGY INC

New

Shares10.1K

Event2026-03-31

Filed2026-04-28

CRS

CARPENTER TECHNOLOGY CORP

-1.78%

Shares2.4K

Event2026-03-31

Filed2026-04-28

VST

VISTRA CORP

253.70%

Shares6.2K

Event2026-03-31

Filed2026-04-28

FTNT

FORTINET INC

New

Shares10.5K

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

-11.37%

Shares1.8K

Event2026-03-31

Filed2026-04-28

AXP

AMERICAN EXPRESS CO

New

Shares2.7K

Event2026-03-31

Filed2026-04-28

XOM

EXXON MOBIL CORP

-10.12%

Shares4.7K

Event2026-03-31

Filed2026-04-28

KROGER CO

New

Shares11.0K

Event2026-03-31

Filed2026-04-28

SRE

SEMPRA

New

Shares8.0K

Event2026-03-31

Filed2026-04-28

XOP

SPDR SERIES TRUST

-3.55%

Shares4.2K

Event2026-03-31

Filed2026-04-28

IJH

ISHARES TR

0.00%

Shares10.8K

Event2026-03-31

Filed2026-04-28

ALCOA CORP

New

Shares10.5K

Event2026-03-31

Filed2026-04-28

KLAC

KLA CORP

-14.13%

Shares468

Event2026-03-31

Filed2026-04-28

FITB

FIFTH THIRD BANCORP

New

Shares14.7K

Event2026-03-31

Filed2026-04-28

EOG

EOG RES INC

-11.39%

Shares4.2K

Event2026-03-31

Filed2026-04-28

URA

GLOBAL X FDS

0.00%

Shares11.9K

Event2026-03-31

Filed2026-04-28

FANG

DIAMONDBACK ENERGY INC

-12.56%

Shares2.8K

Event2026-03-31

Filed2026-04-28

MDB

MONGODB INC

New

Shares2.2K

Event2026-03-31

Filed2026-04-28

LMT

LOCKHEED MARTIN CORP

-0.78%

Shares889

Event2026-03-31

Filed2026-04-28

WELL

WELLTOWER INC

0.36%

Shares2.2K

Event2026-03-31

Filed2026-04-28

PROSPERITY BANCSHARES INC

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-28

PANW

PALO ALTO NETWORKS INC

-71.14%

Shares2.5K

Event2026-03-31

Filed2026-04-28

ZSCALER INC

-55.07%

Shares2.6K

Event2026-03-31

Filed2026-04-28

FTGC

FIRST TR EXCHANGE TRAD FD VI

-22.11%

Shares12.0K

Event2026-03-31

Filed2026-04-28

ORCL

ORACLE CORP

0.27%

Shares2.2K

Event2026-03-31

Filed2026-04-28

LOW

LOWES COS INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR

0.00%

Shares541

Event2026-03-31

Filed2026-04-28

BAC

BANK AMERICA CORP

0.05%

Shares6.4K

Event2026-03-31

Filed2026-04-28

KTOS

KRATOS DEFENSE & SEC SOLUTIO

-11.75%

Shares4.4K

Event2026-03-31

Filed2026-04-28

REALTY INCOME CORP

20.99%

Shares5.0K

Event2026-03-31

Filed2026-04-28

JNJ

JOHNSON & JOHNSON

-7.53%

Shares1.2K

Event2026-03-31

Filed2026-04-28

NOW

SERVICENOW INC

-51.22%

Shares2.7K

Event2026-03-31

Filed2026-04-28

TEM

TEMPUS AI INC

-6.02%

Shares6.3K

Event2026-03-31

Filed2026-04-28

JEF

JEFFERIES FINANCIAL GROUP IN

-70.55%

Shares6.8K

Event2026-03-31

Filed2026-04-28

VLO

VALERO ENERGY CORP

New

Shares1.1K

Event2026-03-31

Filed2026-04-28

IVW

ISHARES TR

-5.63%

Shares2.3K

Event2026-03-31

Filed2026-04-28

BSX

BOSTON SCIENTIFIC CORP

-66.53%

Shares4.1K

Event2026-03-31

Filed2026-04-28

APLD

APPLIED DIGITAL CORP

-14.51%

Shares10.2K

Event2026-03-31

Filed2026-04-28

IVV

ISHARES TR

0.00%

Shares357

Event2026-03-31

Filed2026-04-28

CTVA

CORTEVA INC

-74.33%

Shares2.8K

Event2026-03-31

Filed2026-04-28

CAT

CATERPILLAR INC

-27.05%

Shares302

Event2026-03-31

Filed2026-04-28

ABT

ABBOTT LABORATORIES

-9.84%

Shares2.0K

Event2026-03-31

Filed2026-04-28

CRVS

CORVUS PHARMACEUTICALS INC

-21.55%

Shares12.3K

Event2026-03-31

Filed2026-04-28

RIOT

RIOT PLATFORMS INC

0.00%

Shares11.5K

Event2026-03-31

Filed2026-04-28

NFLX

NETFLIX INC.

New

Shares1.1K

Event2026-03-31

Filed2026-04-28

PRME

PRIME MEDICINE INC

0.00%

Shares20.1K

Event2026-03-31

Filed2026-04-28

Call Option Holdings

OEF Call CallISHARES TR4.0K sharesnew addition2026-03-312026-04-28

S Call CallSENTINELONE INC13.0K shares0.00%2026-03-312026-04-28

AAPL Call CallAPPLE INC500 sharesnew addition2026-03-312026-04-28

MSFT Call CallMICROSOFT CORP300 sharesnew addition2026-03-312026-04-28

NOW Call CallSERVICENOW INC1.0K sharesnew addition2026-03-312026-04-28

NFLX Call CallNETFLIX INC.1.0K sharesnew addition2026-03-312026-04-28

NVDA Call CallNVIDIA CORPORATION500 shares0.00%2026-03-312026-04-28

AMZN Call CallAMAZON COM INC400 sharesnew addition2026-03-312026-04-28

APP Call CallAPPLOVIN CORP200 shares0.00%2026-03-312026-04-28

POET Call CallPOET TECHNOLOGIES INC10.0K sharesnew addition2026-03-312026-04-28

META Call CallMETA PLATFORMS INC100 sharesnew addition2026-03-312026-04-28

TEM Call CallTEMPUS AI INC500 shares-44.44%2026-03-312026-04-28

OEF Call

ISHARES TR

New

Shares4.0K

Event2026-03-31

Filed2026-04-28

S Call

SENTINELONE INC

0.00%

Shares13.0K

Event2026-03-31

Filed2026-04-28

AAPL Call

APPLE INC

New

Shares500

Event2026-03-31

Filed2026-04-28

MSFT Call

MICROSOFT CORP

New

Shares300

Event2026-03-31

Filed2026-04-28

NOW Call

SERVICENOW INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-28

NFLX Call

NETFLIX INC.

New

Shares1.0K

Event2026-03-31

Filed2026-04-28

NVDA Call

NVIDIA CORPORATION

0.00%

Shares500

Event2026-03-31

Filed2026-04-28

AMZN Call

AMAZON COM INC

New

Shares400

Event2026-03-31

Filed2026-04-28

APP Call

APPLOVIN CORP

0.00%

Shares200

Event2026-03-31

Filed2026-04-28

POET Call

POET TECHNOLOGIES INC

New

Shares10.0K

Event2026-03-31

Filed2026-04-28

META Call

META PLATFORMS INC

New

Shares100

Event2026-03-31

Filed2026-04-28

TEM Call

TEMPUS AI INC

-44.44%

Shares500

Event2026-03-31

Filed2026-04-28

Put Option Holdings

TSLA Put PutTESLA INC200 sharesnew addition2026-03-312026-04-28

TSLA Put

TESLA INC

New

Shares200

Event2026-03-31

Filed2026-04-28