The Analysis of Sierra Capital LLC's Holdings & P&L


Currently, Sierra Capital LLC holds 216 types of securities in its portfolio with a total value $917.6K. In the most recent quarter, they have increased their positions in N/A (+161.9K shares, valued at $14.5K), N/A (+2.0M shares, valued at $9.5K), N/A (+147.0K shares, valued at $9.4K); decreased their positions in N/A (-159.3K shares, valued at $14.3K), N/A (-159.5K shares, valued at $10.2K), N/A (-11.9K shares, valued at $8.2K); initiated new positions in N/A (+161.9K shares, valued at $14.5K), N/A (+2.0M shares, valued at $9.5K), N/A (+147.0K shares, valued at $9.4K).


1M P&L
-792.9K-0.21%
3M P&L
-96.4M-20.53%
HY P&L
-81.8M-17.99%

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/A244.3K
69.7%
2Consumer Electronics29.9K
8.5%
3Internet Retail16.3K
4.7%

Top Industries by Stock Count

1N/A82 stocks
66.7%
2Software - Application6 stocks
4.9%
3Credit Services4 stocks
3.3%
Stock Holdings
Vanguard S&P 500 ETF
Vanguard S&P 500 ETF
-2.83%
Shares101.2K
Event2026-03-31
Filed2026-05-15
iShares Core MSCI EMU UCITS ETF (Acc)
iShares Core MSCI EMU UCITS ETF (Acc)
-12.77%
Shares146.2K
Event2026-03-31
Filed2026-05-15
iShares $ Short Duration Corp Bond UCITS ETF (Acc)
iShares $ Short Duration Corp Bond UCITS ETF (Acc)
-9.60%
Shares5.3M
Event2026-03-31
Filed2026-05-15
iShares MSCI EM ex-China UCITS ETF (Acc)
iShares MSCI EM ex-China UCITS ETF (Acc)
0.35%
Shares4.2M
Event2026-03-31
Filed2026-05-15
iShares S&P 500 Equal Weight UCITS ETF (Acc)
iShares S&P 500 Equal Weight UCITS ETF (Acc)
-0.42%
Shares4.4M
Event2026-03-31
Filed2026-05-15
AAPL
Apple
-2.31%
Shares107.5K
Event2026-03-31
Filed2026-05-15
iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF (Acc)
iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF (Acc)
-6.08%
Shares42.4K
Event2026-03-31
Filed2026-05-15
iShares S&P 500 Swap UCITS ETF USD (Acc)
iShares S&P 500 Swap UCITS ETF USD (Acc)
5.76%
Shares2.2M
Event2026-03-31
Filed2026-05-15
Berkshire Hathaway Inc. Class B
Berkshire Hathaway Inc. Class B
-3.70%
Shares47.2K
Event2026-03-31
Filed2026-05-15
iShares Core S&P 500 UCITS ETF (Acc)
iShares Core S&P 500 UCITS ETF (Acc)
-27.07%
Shares32.0K
Event2026-03-31
Filed2026-05-15
iShares US Mortgage Backed Securities UCITS ETF (Acc)
iShares US Mortgage Backed Securities UCITS ETF (Acc)
0.78%
Shares3.7M
Event2026-03-31
Filed2026-05-15
iShares MSCI Japan Ucits ETF Held BY Euroclear
iShares MSCI Japan Ucits ETF Held BY Euroclear
12.41%
Shares69.7K
Event2026-03-31
Filed2026-05-15
VO
Vanguard Mid-Cap ETF
-1.10%
Shares57.0K
Event2026-03-31
Filed2026-05-15
Ish Usd Float Bond Usd Acc Held BY Euroclear
Ish Usd Float Bond Usd Acc Held BY Euroclear
-1.13%
Shares2.4M
Event2026-03-31
Filed2026-05-15
iShares MSCI World UCITS ETF
iShares MSCI World UCITS ETF
New
Shares161.9K
Event2026-03-31
Filed2026-05-15
AMZN
Amazon Com Inc
-1.63%
Shares68.0K
Event2026-03-31
Filed2026-05-15
IVV
iShares Core S&P 500 ETF
-6.56%
Shares21.0K
Event2026-03-31
Filed2026-05-15
iShares $ Treasury Bond 0-1yr UCITS ETF (Acc)
iShares $ Treasury Bond 0-1yr UCITS ETF (Acc)
-10.42%
Shares113.0K
Event2026-03-31
Filed2026-05-15
VGK
Vanguard FTSE Europe ETF
10.18%
Shares162.3K
Event2026-03-31
Filed2026-05-15
iShares MSCI ACWI UCITS ETF (Acc)
iShares MSCI ACWI UCITS ETF (Acc)
-15.02%
Shares124.0K
Event2026-03-31
Filed2026-05-15
iShares Usd Short HY CRP Usd Held BY Euroclear
iShares Usd Short HY CRP Usd Held BY Euroclear
30.16%
Shares1.7M
Event2026-03-31
Filed2026-05-15
iShares J.P. Morgan $ EM Bond UCITS ETF (Acc)
iShares J.P. Morgan $ EM Bond UCITS ETF (Acc)
6.52%
Shares1.9M
Event2026-03-31
Filed2026-05-15
Alphabet Inc. Class A
Alphabet Inc. Class A
-12.30%
Shares42.3K
Event2026-03-31
Filed2026-05-15
IVE
iShares S&P 500 Value ETF
-1.77%
Shares47.4K
Event2026-03-31
Filed2026-05-15
VWO
Vanguard FTSE Emerging Markets ETF
15.90%
Shares176.8K
Event2026-03-31
Filed2026-05-15
iShares Global Govt Bond UCITS ETF (Acc)
iShares Global Govt Bond UCITS ETF (Acc)
New
Shares2.0M
Event2026-03-31
Filed2026-05-15
iShares Core S&P 500 UCITS ETF USD (Dist)
iShares Core S&P 500 UCITS ETF USD (Dist)
New
Shares147.0K
Event2026-03-31
Filed2026-05-15
BAC
Bank of America
0.00%
Shares182.6K
Event2026-03-31
Filed2026-05-15
iShares Core MSCI EMU UCITS ETF (Acc)
iShares Core MSCI EMU UCITS ETF (Acc)
New
Shares36.1K
Event2026-03-31
Filed2026-05-15
BRK.A
Berkshire Hathaway Inc. Class A
0.00%
Shares12
Event2026-03-31
Filed2026-05-15
Invesco Preferred Shares UCITS ETF (Acc)
Invesco Preferred Shares UCITS ETF (Acc)
2.77%
Shares183.6K
Event2026-03-31
Filed2026-05-15
IWM
iShares Russell 2000 ETF
-4.25%
Shares33.5K
Event2026-03-31
Filed2026-05-15
SLQD
iShares 0-5 Year Investment Grade Corporate Bond ETF
-11.55%
Shares160.7K
Event2026-03-31
Filed2026-05-15
IWD
iShares Russell 1000 Value ETF
-1.53%
Shares36.9K
Event2026-03-31
Filed2026-05-15
XLF
Financial Select Sector SPDR Fund
0.01%
Shares156.7K
Event2026-03-31
Filed2026-05-15
GSEW
Goldman Sachs Equal Weight U.S. Large Cap ETF
-0.91%
Shares88.1K
Event2026-03-31
Filed2026-05-15
SPDR S&P 400 US Mid Cap UCITS ETF (Acc)
SPDR S&P 400 US Mid Cap UCITS ETF (Acc)
-3.19%
Shares71.0K
Event2026-03-31
Filed2026-05-15
FLOT
iShares Floating Rate Bond ETF
-11.74%
Shares141.3K
Event2026-03-31
Filed2026-05-15
Invesco USD AAA CLO UCITS ETF (Acc)
Invesco USD AAA CLO UCITS ETF (Acc)
-5.39%
Shares336.0K
Event2026-03-31
Filed2026-05-15
iShares $ Treasury Bond 1-3yr UCITS ETF (Acc)
iShares $ Treasury Bond 1-3yr UCITS ETF (Acc)
-5.00%
Shares1.2M
Event2026-03-31
Filed2026-05-15
JMST
JPMorgan Ultra-Short Municipal ETF
0.00%
Shares137.6K
Event2026-03-31
Filed2026-05-15
iShares $ Corp Bond UCITS ETF (Acc)
iShares $ Corp Bond UCITS ETF (Acc)
1.18%
Shares967.3K
Event2026-03-31
Filed2026-05-15
MSFT
Microsoft
-2.16%
Shares15.9K
Event2026-03-31
Filed2026-05-15
EMXC
iShares MSCI Emerging Markets ex China ETF
-1.15%
Shares74.5K
Event2026-03-31
Filed2026-05-15
META
Meta Platforms Inc (Facebook)
2.82%
Shares10.2K
Event2026-03-31
Filed2026-05-15
iShares MSCI EM UCITS ETF USD (Acc)
iShares MSCI EM UCITS ETF USD (Acc)
33.86%
Shares107.1K
Event2026-03-31
Filed2026-05-15
Alphabet Inc. Class C
Alphabet Inc. Class C
-31.30%
Shares19.4K
Event2026-03-31
Filed2026-05-15
iShares $ Short Duration Corp Bond UCITS ETF (Dist)
iShares $ Short Duration Corp Bond UCITS ETF (Dist)
-16.90%
Shares53.6K
Event2026-03-31
Filed2026-05-15
iShares US Aggregate Bond UCITS ETF (Acc)
iShares US Aggregate Bond UCITS ETF (Acc)
2.03%
Shares921.0K
Event2026-03-31
Filed2026-05-15
SPY
SPDR S&P 500 ETF Trust
-0.06%
Shares8.0K
Event2026-03-31
Filed2026-05-15
VGT
Vanguard Info Tech ETF
0.00%
Shares7.3K
Event2026-03-31
Filed2026-05-15
NVDA
Nvidia Corp
12.15%
Shares28.1K
Event2026-03-31
Filed2026-05-15
iShares Core MSCI Europe UCITS ETF (Dist)
iShares Core MSCI Europe UCITS ETF (Dist)
0.00%
Shares113.4K
Event2026-03-31
Filed2026-05-15
EWJ
iShares MSCI Japan ETF
5.03%
Shares55.1K
Event2026-03-31
Filed2026-05-15
iShares NASDAQ 100 UCITS ETF (Acc)
iShares NASDAQ 100 UCITS ETF (Acc)
-7.09%
Shares3.3K
Event2026-03-31
Filed2026-05-15
IVW
iShares S&P 500 Growth ETF
0.00%
Shares37.5K
Event2026-03-31
Filed2026-05-15
IWF
iShares Russell 1000 Growth ETF
0.00%
Shares9.7K
Event2026-03-31
Filed2026-05-15
iShares Core S&P 500 UCITS ETF USD (Dist)
iShares Core S&P 500 UCITS ETF USD (Dist)
-71.44%
Shares63.8K
Event2026-03-31
Filed2026-05-15
Invesco AT1 Capital Bond UCITS ETF (Acc)
Invesco AT1 Capital Bond UCITS ETF (Acc)
0.00%
Shares133.0K
Event2026-03-31
Filed2026-05-15
iShares US Property Yield UCITS ETF (Dist)
iShares US Property Yield UCITS ETF (Dist)
0.00%
Shares129.8K
Event2026-03-31
Filed2026-05-15
VIS
Vanguard Industrials ETF
0.00%
Shares12.0K
Event2026-03-31
Filed2026-05-15
iShares $ High Yield Corp Bond UCITS ETF (Acc)
iShares $ High Yield Corp Bond UCITS ETF (Acc)
1.72%
Shares509.1K
Event2026-03-31
Filed2026-05-15
IEFA
iShares Core MSCI EAFE ETF
-1.35%
Shares40.4K
Event2026-03-31
Filed2026-05-15
IWN
iShares Russell 2000 Value ETF
-21.13%
Shares17.7K
Event2026-03-31
Filed2026-05-15
iShares J.P. Morgan EM Local Govt Bond UCITS ETF (Dist)
iShares J.P. Morgan EM Local Govt Bond UCITS ETF (Dist)
New
Shares69.0K
Event2026-03-31
Filed2026-05-15
ACWX
iShares MSCI ACWI ex U.S. ETF
-19.30%
Shares45.5K
Event2026-03-31
Filed2026-05-15
iShares Core MSCI World UCITS ETF (Acc)
iShares Core MSCI World UCITS ETF (Acc)
-4.43%
Shares24.3K
Event2026-03-31
Filed2026-05-15
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF (Acc)
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF (Acc)
0.00%
Shares66.5K
Event2026-03-31
Filed2026-05-15
VIOO
Vanguard S&P Small-Cap 600 ETF
-12.24%
Shares24.3K
Event2026-03-31
Filed2026-05-15
PFF
iShares U.S. Preferred Stock ETF
2.61%
Shares91.6K
Event2026-03-31
Filed2026-05-15
MBB
iShares MBS ETF
0.00%
Shares28.8K
Event2026-03-31
Filed2026-05-15
XLV
Health Care Select Sector SPDR Fund
0.00%
Shares17.9K
Event2026-03-31
Filed2026-05-15
VPL
Vanguard FTSE Pacific ETF
63.96%
Shares26.8K
Event2026-03-31
Filed2026-05-15
iShares S&P 500 Consumer Staples Sector UCITS ETF (Acc)
iShares S&P 500 Consumer Staples Sector UCITS ETF (Acc)
0.00%
Shares263.0K
Event2026-03-31
Filed2026-05-15
iShares $ Treasury Bond 7-10yr UCITS ETF USD (Acc)
iShares $ Treasury Bond 7-10yr UCITS ETF USD (Acc)
1166.74%
Shares38.5K
Event2026-03-31
Filed2026-05-15
iShares $ Short Duration Corp Bond UCITS ETF (Acc)
iShares $ Short Duration Corp Bond UCITS ETF (Acc)
New
Shares393.5K
Event2026-03-31
Filed2026-05-15
IJJ
iShares S&P Mid-Cap 400 Value ETF
-42.84%
Shares18.7K
Event2026-03-31
Filed2026-05-15
JAAA
Janus Henderson AAA CLO ETF
2.90%
Shares48.9K
Event2026-03-31
Filed2026-05-15
SHEL
Shell PLC Sponsored ADR Repstg Ord SH
-11.17%
Shares26.0K
Event2026-03-31
Filed2026-05-15
Alerian MLP ETF
Alerian MLP ETF
-0.91%
Shares45.9K
Event2026-03-31
Filed2026-05-15
VAW
Vanguard Materials ETF
0.00%
Shares10.4K
Event2026-03-31
Filed2026-05-15
AGG
iShares Core U.S. Aggregate Bond ETF
26.59%
Shares23.5K
Event2026-03-31
Filed2026-05-15
IWP
iShares Russell Mid-Cap Growth ETF
0.01%
Shares18.1K
Event2026-03-31
Filed2026-05-15
GSLC
Goldman Sachs Actvbeta US LRG ETF
-0.04%
Shares18.0K
Event2026-03-31
Filed2026-05-15
Broadcom Limited
Broadcom Limited
8.51%
Shares7.0K
Event2026-03-31
Filed2026-05-15
VOOG
Vanguard S&P 500 Growth ETF
5.65%
Shares5.3K
Event2026-03-31
Filed2026-05-15
JNJ
Johnson & Johnson
0.16%
Shares8.2K
Event2026-03-31
Filed2026-05-15
VB
Vanguard Small Cap ETF
0.00%
Shares7.5K
Event2026-03-31
Filed2026-05-15
URTH
iShares MSCI World ETF
0.00%
Shares10.8K
Event2026-03-31
Filed2026-05-15
iShares S&P 500 Industrials Sector UCITS ETF (Acc)
iShares S&P 500 Industrials Sector UCITS ETF (Acc)
-3.97%
Shares141.1K
Event2026-03-31
Filed2026-05-15
Invesco QQQ Trust ETF
Invesco QQQ Trust ETF
-0.03%
Shares3.3K
Event2026-03-31
Filed2026-05-15
Blackstone Group Inc
Blackstone Group Inc
-1.41%
Shares16.1K
Event2026-03-31
Filed2026-05-15
TSLA
Tesla Inc
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-15
iShares Global Govt Bond UCITS ETF (Dist)
iShares Global Govt Bond UCITS ETF (Dist)
New
Shares20.6K
Event2026-03-31
Filed2026-05-15
iShares S&P SmallCap 600 UCITS ETF
iShares S&P SmallCap 600 UCITS ETF
-62.73%
Shares17.2K
Event2026-03-31
Filed2026-05-15
iShares MSCI World UCITS ETF (Dist)
iShares MSCI World UCITS ETF (Dist)
-89.58%
Shares18.5K
Event2026-03-31
Filed2026-05-15
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
2.57%
Shares20.5K
Event2026-03-31
Filed2026-05-15
TSM
Taiwan SMCNDCTR MFG Co LTD ADR
-2.30%
Shares4.8K
Event2026-03-31
Filed2026-05-15
VOOV
Vanguard S&P 500 Value ETF
4.13%
Shares7.8K
Event2026-03-31
Filed2026-05-15
BABA
Alibaba Group HLDG LTD
382.44%
Shares12.7K
Event2026-03-31
Filed2026-05-15
VNQ
Vanguard Real Estate ETF
0.29%
Shares17.1K
Event2026-03-31
Filed2026-05-15
CG
Carlyle Group Inc LP
-12.55%
Shares31.4K
Event2026-03-31
Filed2026-05-15
Apollo Global MGMT
Apollo Global MGMT
-12.57%
Shares13.6K
Event2026-03-31
Filed2026-05-15
USFR
Wisdomtree TR (floatng Rat Trea)
0.00%
Shares28.0K
Event2026-03-31
Filed2026-05-15
EZU
iShares MSCI Eurozone ETF
0.00%
Shares22.5K
Event2026-03-31
Filed2026-05-15
JPM
JPMorgan Chase
88.86%
Shares4.6K
Event2026-03-31
Filed2026-05-15
KKR & Co Inc Class A
KKR & Co Inc Class A
-14.52%
Shares14.7K
Event2026-03-31
Filed2026-05-15
VOT
Vanguard Mid-Cap Growth ETF
4.52%
Shares5.2K
Event2026-03-31
Filed2026-05-15
RTX
Raytheon Technologies Corp
-1.93%
Shares6.9K
Event2026-03-31
Filed2026-05-15
iShares S&P 500 Utilities Sector UCITS ETF (Acc)
iShares S&P 500 Utilities Sector UCITS ETF (Acc)
-1.67%
Shares117.7K
Event2026-03-31
Filed2026-05-15
EZBC
Franklin Bitcoin ETF
44.87%
Shares33.5K
Event2026-03-31
Filed2026-05-15
iShares Core MSCI EM IMI UCITS ETF (Acc)
iShares Core MSCI EM IMI UCITS ETF (Acc)
-0.30%
Shares28.0K
Event2026-03-31
Filed2026-05-15
VGUS
Vanguard Ultra SHRT Treasury
0.00%
Shares16.7K
Event2026-03-31
Filed2026-05-15
HEZU
iShares Currency Hedged MSCI Eurozone ETF
0.00%
Shares27.3K
Event2026-03-31
Filed2026-05-15
iShares S&P 500 Health Care Sector UCITS ETF (Acc)
iShares S&P 500 Health Care Sector UCITS ETF (Acc)
-11.88%
Shares101.1K
Event2026-03-31
Filed2026-05-15
ACWI
iShares MSCI ACWI ETF
0.00%
Shares8.3K
Event2026-03-31
Filed2026-05-15
EFV
iShares MSCI EAFE Value Index Fund
0.00%
Shares15.3K
Event2026-03-31
Filed2026-05-15
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
205.74%
Shares26.7K
Event2026-03-31
Filed2026-05-15
NTSX
WisdomTree 90/60 U.S. Balanced Fund
0.00%
Shares21.4K
Event2026-03-31
Filed2026-05-15
QQQM
Invesco Nasdaq 100 ETF
0.04%
Shares4.7K
Event2026-03-31
Filed2026-05-15
HLNE
Hamilton Lane Incorporat Class A
-14.71%
Shares11.0K
Event2026-03-31
Filed2026-05-15
iShares $ Short Duration High Yield Corp Bond UCITS ETF (Dist)
iShares $ Short Duration High Yield Corp Bond UCITS ETF (Dist)
New
Shares12.5K
Event2026-03-31
Filed2026-05-15
VT
Vanguard Total World Stock ETF
0.24%
Shares7.5K
Event2026-03-31
Filed2026-05-15
UBS Core MSCI EM ETF USD acc
UBS Core MSCI EM ETF USD acc
New
Shares67.0K
Event2026-03-31
Filed2026-05-15
AIRR
First Trust RBA Amer Industrial Renaissance ETF
0.00%
Shares8.7K
Event2026-03-31
Filed2026-05-15
UBS Core MSCI EMU UCITS ETF EUR acc
UBS Core MSCI EMU UCITS ETF EUR acc
New
Shares22.2K
Event2026-03-31
Filed2026-05-15
iShares Core MSCI EMU UCITS ETF USD Hedged (Acc)
iShares Core MSCI EMU UCITS ETF USD Hedged (Acc)
6.83%
Shares85.1K
Event2026-03-31
Filed2026-05-15
KO
Coca-Cola
9.92%
Shares12.2K
Event2026-03-31
Filed2026-05-15
iShares Edge MSCI EM Minimum Volatility UCITS ETF (Acc)
iShares Edge MSCI EM Minimum Volatility UCITS ETF (Acc)
0.00%
Shares24.1K
Event2026-03-31
Filed2026-05-15
VIOG
Vanguard S&P Small-Cap 600 Growth ETF
-4.25%
Shares7.4K
Event2026-03-31
Filed2026-05-15
MTUM
iShares Edge MSCI USA Momntm ETF
0.00%
Shares3.8K
Event2026-03-31
Filed2026-05-15
iShares Gold ETF (CH)
iShares Gold ETF (CH)
New
Shares2.0K
Event2026-03-31
Filed2026-05-15
Vanguard FTSE All-World UCITS ETF (USD) Acc
Vanguard FTSE All-World UCITS ETF (USD) Acc
0.00%
Shares5.3K
Event2026-03-31
Filed2026-05-15
SHV
iShares Short Treasury Bond ETF
2.48%
Shares7.8K
Event2026-03-31
Filed2026-05-15
Vanguard Usd CP 1-3 Ucits ETF
Vanguard Usd CP 1-3 Ucits ETF
0.00%
Shares17.1K
Event2026-03-31
Filed2026-05-15
FALN
iShares Fallen Angels ETF
0.00%
Shares31.2K
Event2026-03-31
Filed2026-05-15
PAVE
Global X US Infrastructure
0.00%
Shares16.3K
Event2026-03-31
Filed2026-05-15
NFLX
Netflix Inc Com
18.10%
Shares8.4K
Event2026-03-31
Filed2026-05-15
V
Visa Inc CL A
11.26%
Shares2.7K
Event2026-03-31
Filed2026-05-15
CRM
Salesforce
15.50%
Shares4.2K
Event2026-03-31
Filed2026-05-15
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)
iShares Edge S&P 500 Minimum Volatility UCITS ETF (Acc)
4.43%
Shares7.4K
Event2026-03-31
Filed2026-05-15
TAIL
Cambria Tail Risk ETF
-45.55%
Shares65.8K
Event2026-03-31
Filed2026-05-15
COWZ
Pacer US Cash Cows 100 ETF
4.37%
Shares12.3K
Event2026-03-31
Filed2026-05-15
VEU
Vanguard FTSE All World Ex US ETF
0.14%
Shares10.2K
Event2026-03-31
Filed2026-05-15
iShares (IB1MXX) MXN Hedged $ Treasury Bond 0-1yr UCITS ETF (Acc)
iShares (IB1MXX) MXN Hedged $ Treasury Bond 0-1yr UCITS ETF (Acc)
-18.06%
Shares1.5K
Event2026-03-31
Filed2026-05-15
NOW
Service Now Inc
13.90%
Shares7.2K
Event2026-03-31
Filed2026-05-15
CVS
CVS Health Corp Com
0.00%
Shares10.4K
Event2026-03-31
Filed2026-05-15
Vanguard S&P 500 UCITS ETF (Acc)
Vanguard S&P 500 UCITS ETF (Acc)
0.00%
Shares6.0K
Event2026-03-31
Filed2026-05-15
AXP
American Express
138.36%
Shares2.4K
Event2026-03-31
Filed2026-05-15
MA
Mastercard Inc CL A
-64.90%
Shares1.4K
Event2026-03-31
Filed2026-05-15
IWO
iShares Russell 2000 GRWTH ETF
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-15
SHY
iShares 1-3 Year Treasury Bond ETF
0.00%
Shares8.3K
Event2026-03-31
Filed2026-05-15
MEM
Matthews Emrg MRKT EQT Actv ETF
0.00%
Shares18.0K
Event2026-03-31
Filed2026-05-15
iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc)
iShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc)
New
Shares1.1K
Event2026-03-31
Filed2026-05-15
ARKK
Ark Innovation ETF
0.00%
Shares9.4K
Event2026-03-31
Filed2026-05-15
PANW
Palo Alto Networks Inc
4.36%
Shares4.0K
Event2026-03-31
Filed2026-05-15
DELL
Dell Technologies Inc
-37.11%
Shares3.5K
Event2026-03-31
Filed2026-05-15
iShares MSCI USA UCITS ETF (Acc)
iShares MSCI USA UCITS ETF (Acc)
-22.70%
Shares848
Event2026-03-31
Filed2026-05-15
iShares J.P. Morgan EM Local Govt Bond UCITS (Acc)
iShares J.P. Morgan EM Local Govt Bond UCITS (Acc)
New
Shares101.3K
Event2026-03-31
Filed2026-05-15
MS
Morgan Stanley
New
Shares3.4K
Event2026-03-31
Filed2026-05-15
UBER
Uber Technologies Inc
24.23%
Shares7.7K
Event2026-03-31
Filed2026-05-15
CRWD
Crowdstrike Holdings Inc - A
16.22%
Shares1.4K
Event2026-03-31
Filed2026-05-15
TER
Teradyne
New
Shares1.8K
Event2026-03-31
Filed2026-05-15
Xtrackers II USD Overnight Rate Swap UCITS ETF 1C
Xtrackers II USD Overnight Rate Swap UCITS ETF 1C
-2.02%
Shares2.4K
Event2026-03-31
Filed2026-05-15
iShares Developed Markets Property Yield UCITS ETF (Acc)
iShares Developed Markets Property Yield UCITS ETF (Acc)
2.06%
Shares79.7K
Event2026-03-31
Filed2026-05-15
DBEU
Xtrackers MSCI Eurpe HDGD Eqy ETF
-12.74%
Shares9.9K
Event2026-03-31
Filed2026-05-15
UNH
UnitedHealth Group
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-15
EMM
Global X Emerging MKT Ex CHN ETF
-0.58%
Shares13.6K
Event2026-03-31
Filed2026-05-15
HOOD
Robinhood MKTS Inc
0.16%
Shares6.9K
Event2026-03-31
Filed2026-05-15
RKT
Rocket Cos Inc Com
-11.17%
Shares32.7K
Event2026-03-31
Filed2026-05-15
ACM
Aecom
0.00%
Shares5.5K
Event2026-03-31
Filed2026-05-15
BWFG
Bankwell Finl Group
0.41%
Shares9.4K
Event2026-03-31
Filed2026-05-15
SCZ
iShares TR EAFE SML (CP Etf)
0.00%
Shares5.7K
Event2026-03-31
Filed2026-05-15
DIA
SPDR Dow Jones Industrial Average ETF Trust
0.00%
Shares955
Event2026-03-31
Filed2026-05-15
BlackRock Inc Com
BlackRock Inc Com
New
Shares452
Event2026-03-31
Filed2026-05-15
VIOV
Vanguard S&P Small-Cap 600 Value ETF
-24.28%
Shares4.3K
Event2026-03-31
Filed2026-05-15
MSTR
Microstrategy Inc Class A
50.89%
Shares3.5K
Event2026-03-31
Filed2026-05-15
PMBS
PIMCO Mortgage Backed Sec Act ETF
0.39%
Shares8.6K
Event2026-03-31
Filed2026-05-15
iShares S&P 500 Energy Sector UCITS ETF (Acc)
iShares S&P 500 Energy Sector UCITS ETF (Acc)
-6.55%
Shares31.3K
Event2026-03-31
Filed2026-05-15
Invesco Preferred Shares UCITS ETF (Acc)
Invesco Preferred Shares UCITS ETF (Acc)
New
Shares8.8K
Event2026-03-31
Filed2026-05-15
SNOW
Snowflake Inc Class A
4.46%
Shares2.7K
Event2026-03-31
Filed2026-05-15
VOE
Vanguard Mid-Cap Value ETF
-0.51%
Shares2.2K
Event2026-03-31
Filed2026-05-15
EEM
iShares MSCI Emerging Markets ETF
0.00%
Shares7.0K
Event2026-03-31
Filed2026-05-15
UBS Core MSCI USA UCITS ETF USD acc
UBS Core MSCI USA UCITS ETF USD acc
New
Shares10.4K
Event2026-03-31
Filed2026-05-15
iShares S&P 500 It Sector Isin Ie00b3wjkg14 Sedol B3WJKG1
iShares S&P 500 It Sector Isin Ie00b3wjkg14 Sedol B3WJKG1
0.00%
Shares10.2K
Event2026-03-31
Filed2026-05-15
LLY
Eli Lilly & Co
64.78%
Shares407
Event2026-03-31
Filed2026-05-15
UBS Core MSCI Japan UCITS ETF JPY acc
UBS Core MSCI Japan UCITS ETF JPY acc
New
Shares11.4K
Event2026-03-31
Filed2026-05-15
ADBE
Adobe Systems Inc
-1.55%
Shares1.4K
Event2026-03-31
Filed2026-05-15
ARKG
Ark Genomic Revolution ETF
0.00%
Shares12.6K
Event2026-03-31
Filed2026-05-15
IVOG
Vanguard S&P Mid Cap 400 Growth ETF
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-15
Ubs Msci Usa Sf Index Fund Usd Acc
Ubs Msci Usa Sf Index Fund Usd Acc
-48.55%
Shares1.7K
Event2026-03-31
Filed2026-05-15
JPMorgan Betabuilders Japan ETF
JPMorgan Betabuilders Japan ETF
0.00%
Shares4.2K
Event2026-03-31
Filed2026-05-15
CVX
Chevron Corp.
New
Shares1.4K
Event2026-03-31
Filed2026-05-15
PCRX
Pacira Biosciences Inc
0.00%
Shares12.5K
Event2026-03-31
Filed2026-05-15
XLY
Cons Discret Sel Sect SPDR FD
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-15
XOM
ExxonMobil
New
Shares1.6K
Event2026-03-31
Filed2026-05-15
IYR
iShares U.S. Real Estate ETF
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-15
iShares $ Corp Bond UCITS ETF
iShares $ Corp Bond UCITS ETF
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-15
ABBV
Abbvie Inc Com
New
Shares1.2K
Event2026-03-31
Filed2026-05-15
IJR
iShares Core S&P Small-Cap ETF
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-15
iShares S&P 500 Financials Sector UCITS ETF (Acc)
iShares S&P 500 Financials Sector UCITS ETF (Acc)
0.00%
Shares16.7K
Event2026-03-31
Filed2026-05-15
WMT
Wal-Mart
New
Shares1.9K
Event2026-03-31
Filed2026-05-15
UBS MSCI Canada Ucits ETF
UBS MSCI Canada Ucits ETF
New
Shares8.7K
Event2026-03-31
Filed2026-05-15
XLE
Energy Select Sector SPDR Fund
New
Shares3.7K
Event2026-03-31
Filed2026-05-15
Siemens Energy AG Held BY Euroclear
Siemens Energy AG Held BY Euroclear
New
Shares1.3K
Event2026-03-31
Filed2026-05-15
INTC
Intel
New
Shares4.8K
Event2026-03-31
Filed2026-05-15
Vanguard FTSE Emerging Markets UCITS ETF USD (Acc)
Vanguard FTSE Emerging Markets UCITS ETF USD (Acc)
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-15
FLCA
Franklin FTSE Canada ETF
0.00%
Shares4.2K
Event2026-03-31
Filed2026-05-15
UAE
iShares MSCI Uae ETF
New
Shares10.9K
Event2026-03-31
Filed2026-05-15
Eaton Corporation PLC
Eaton Corporation PLC
New
Shares564
Event2026-03-31
Filed2026-05-15
iShares S&P Health Care Held BY Euroclear
iShares S&P Health Care Held BY Euroclear
New
Shares13.6K
Event2026-03-31
Filed2026-05-15
iShares $ Treasury Bond 20yr UCITS ETF (Acc)
iShares $ Treasury Bond 20yr UCITS ETF (Acc)
-0.70%
Shares32.9K
Event2026-03-31
Filed2026-05-15
iShares Diversified Commodity Swap UCITS ETF (No Income)
iShares Diversified Commodity Swap UCITS ETF (No Income)
0.00%
Shares14.3K
Event2026-03-31
Filed2026-05-15
iShares J.P. Morgan $ EM Corp Bond UCITS ETF (Acc)
iShares J.P. Morgan $ EM Corp Bond UCITS ETF (Acc)
-17.64%
Shares20.9K
Event2026-03-31
Filed2026-05-15
Hafnia LTD F
Hafnia LTD F
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-15
WTS MSP Recovery Inc
WTS MSP Recovery Inc
0.00%
Shares399.5K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available