Sponsored

The Analysis of Signature Wealth Management Group's Holdings & P&L

Currently, Signature Wealth Management Group holds 128 types of securities in its portfolio with a total value $263.4M. In the most recent quarter, they have increased their positions in KMB (+45.8K shares, valued at $4.4M), IBTL (+181.5K shares, valued at $3.7M), NVDA (+15.0K shares, valued at $2.6M); decreased their positions in DIVO (-95.6K shares, valued at $4.3M), DE (-3.1K shares, valued at $1.7M), VRTX (-3.8K shares, valued at $1.7M); initiated new positions in IBTL (+181.5K shares, valued at $3.7M), TSM (+6.8K shares, valued at $2.3M), BA (+8.3K shares, valued at $1.7M).

1M P&L

+7.2M+2.76%

3M P&L

+5.3M+2.04%

HY P&L

+18.1M+7.29%

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/A80.0M

31.6%

2Drug Manufacturers - General22.7M

9.0%

3Semiconductors13.3M

5.2%

Top Industries by Stock Count

1N/A52 stocks

43.7%

2Drug Manufacturers - General6 stocks

5.0%

3Semiconductors4 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SO SOUTHERN CO121.6K shares0.40%2026-03-312026-04-01

KMB KIMBERLY-CLARK CORP79.5K shares136.02%2026-03-312026-04-01

VLO VALERO ENERGY CORP28.7K shares-1.55%2026-03-312026-04-01

VUSB VANGUARD BD INDEX FDS141.9K shares-1.35%2026-03-312026-04-01

JNJ JOHNSON & JOHNSON27.7K shares-1.24%2026-03-312026-04-01

IBDS ISHARES TR259.9K shares-0.15%2026-03-312026-04-01

WMB WILLIAMS COS INC83.8K shares-0.86%2026-03-312026-04-01

MSFT MICROSOFT CORP16.4K shares38.36%2026-03-312026-04-01

Sponsored

CVX CHEVRON CORP NEW28.0K shares-0.66%2026-03-312026-04-01

NVDA NVIDIA CORPORATION33.2K shares82.14%2026-03-312026-04-01

IBDU ISHARES TR245.8K shares-0.12%2026-03-312026-04-01

IBDR ISHARES TR232.1K shares-1.11%2026-03-312026-04-01

IBDT ISHARES TR219.6K shares-0.19%2026-03-312026-04-01

IBDV ISHARES TR248.1K shares-0.12%2026-03-312026-04-01

CSCO CISCO SYS INC69.3K shares-0.88%2026-03-312026-04-01

ABBV ABBVIE INC24.2K shares0.61%2026-03-312026-04-01

Sponsored

PG PROCTER AND GAMBLE CO36.4K shares21.98%2026-03-312026-04-01

HSY HERSHEY CO24.9K shares0.20%2026-03-312026-04-01

BMY BRISTOL-MYERS SQUIBB CO83.8K shares0.29%2026-03-312026-04-01

O REALTY INCOME CORP80.3K shares0.51%2026-03-312026-04-01

ALPHABET INC ALPHABET INC15.7K shares39.31%2026-03-312026-04-01

PFE PFIZER INC159.3K shares-0.19%2026-03-312026-04-01

AMZN AMAZON COM INC21.2K shares21.95%2026-03-312026-04-01

IBDW ISHARES TR210.5K shares-0.28%2026-03-312026-04-01

Sponsored

PEP PEPSICO INC28.4K shares1.25%2026-03-312026-04-01

LAMR LAMAR ADVERTISING CO NEW34.1K shares-0.25%2026-03-312026-04-01

IBDX ISHARES TR170.0K shares2.57%2026-03-312026-04-01

TFC TRUIST FINL CORP90.0K shares-0.63%2026-03-312026-04-01

TGT TARGET CORP33.1K shares1.35%2026-03-312026-04-01

GLPI GAMING & LEISURE PPTYS INC87.5K shares-0.27%2026-03-312026-04-01

TXN TEXAS INSTRS INC19.3K shares0.77%2026-03-312026-04-01

IBTL ISHARES TR181.5K sharesnew addition2026-03-312026-04-01

Sponsored

HD HOME DEPOT INC10.1K shares-27.38%2026-03-312026-04-01

UPS UNITED PARCEL SERVICE INC32.2K shares0.57%2026-03-312026-04-01

PAYX PAYCHEX INC33.7K shares2.15%2026-03-312026-04-01

AAPL APPLE INC11.8K shares7.16%2026-03-312026-04-01

IBDY ISHARES TR105.1K shares0.24%2026-03-312026-04-01

TLT ISHARES TR28.2K shares-3.67%2026-03-312026-04-01

GIS GENERAL MLS INC63.0K shares2.76%2026-03-312026-04-01

TSM TAIWAN SEMICONDUCTOR MFG LTD6.8K sharesnew addition2026-03-312026-04-01

Sponsored

BAB INVESCO EXCH TRADED FD TR II81.4K shares0.76%2026-03-312026-04-01

IBM INTERNATIONAL BUSINESS MACHS8.4K shares-0.49%2026-03-312026-04-01

MCD MCDONALDS CORP5.5K shares641.08%2026-03-312026-04-01

BITB BITWISE BITCOIN ETF TR45.4K shares28.36%2026-03-312026-04-01

BA BOEING CO8.3K sharesnew addition2026-03-312026-04-01

IBDZ ISHARES TR63.2K sharesnew addition2026-03-312026-04-01

SNA SNAP ON INC4.5K shares0.18%2026-03-312026-04-01

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY19.7K sharesnew addition2026-03-312026-04-01

Sponsored

DXCM DEXCOM INC23.7K sharesnew addition2026-03-312026-04-01

PFXF VANECK ETF TRUST82.5K shares4.32%2026-03-312026-04-01

AMD ADVANCED MICRO DEVICES INC7.1K sharesnew addition2026-03-312026-04-01

CGXU CAPITAL GROUP INTL FOCUS EQT46.3K shares0.45%2026-03-312026-04-01

IBMO ISHARES TR51.8K shares-10.05%2026-03-312026-04-01

KO COCA COLA CO15.5K shares-0.50%2026-03-312026-04-01

NKE NIKE INC21.6K sharesnew addition2026-03-312026-04-01

IBMP ISHARES TR44.5K shares-12.94%2026-03-312026-04-01

Sponsored

PODD INSULET CORP5.4K shares210.37%2026-03-312026-04-01

NOW SERVICENOW INC10.7K shares3.78%2026-03-312026-04-01

IOT SAMSARA INC34.7K sharesnew addition2026-03-312026-04-01

TSLA TESLA INC2.9K shares-49.85%2026-03-312026-04-01

TDG TRANSDIGM GROUP INC936 sharesnew addition2026-03-312026-04-01

COST COSTCO WHSL CORP NEW1.1K sharesnew addition2026-03-312026-04-01

IBMQ ISHARES TR42.3K shares-8.30%2026-03-312026-04-01

WSM WILLIAMS SONOMA INC5.8K shares-61.20%2026-03-312026-04-01

Sponsored

MEDTRONIC PLC MEDTRONIC PLC11.8K sharesnew addition2026-03-312026-04-01

SPYM SPDR SERIES TRUST13.0K sharesnew addition2026-03-312026-04-01

TMO THERMO FISHER SCIENTIFIC INC2.0K sharesnew addition2026-03-312026-04-01

AXP AMERICAN EXPRESS CO3.1K shares-60.25%2026-03-312026-04-01

WMT WALMART INC7.5K shares0.00%2026-03-312026-04-01

UNH UNITEDHEALTH GROUP INC3.4K sharesnew addition2026-03-312026-04-01

FBCG FIDELITY COVINGTON TRUST16.4K sharesnew addition2026-03-312026-04-01

TECH BIO-TECHNE CORP15.7K sharesnew addition2026-03-312026-04-01

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares-0.94%2026-03-312026-04-01

CRWD CROWDSTRIKE HLDGS INC2.1K shares-58.34%2026-03-312026-04-01

DFUS DIMENSIONAL ETF TRUST11.4K shares56.90%2026-03-312026-04-01

RJF RAYMOND JAMES FINL INC5.4K shares0.00%2026-03-312026-04-01

FENI FIDELITY COVINGTON TRUST20.4K sharesnew addition2026-03-312026-04-01

CGGR CAPITAL GROUP GROWTH ETF18.7K shares14.52%2026-03-312026-04-01

TT TRANE TECHNOLOGIES PLC1.8K shares-60.88%2026-03-312026-04-01

TJX TJX COS INC NEW4.6K shares-62.65%2026-03-312026-04-01

Sponsored

BLACKROCK INC BLACKROCK INC727 shares-68.45%2026-03-312026-04-01

CGGO CAPITAL GROUP GBL GROWTH EQT20.9K shares6.00%2026-03-312026-04-01

IBMR ISHARES TR27.5K shares-13.48%2026-03-312026-04-01

DE DEERE & CO1.2K shares-71.60%2026-03-312026-04-01

JBHT HUNT J B TRANS SVCS INC3.2K sharesnew addition2026-03-312026-04-01

LLY ELI LILLY & CO715 shares0.00%2026-03-312026-04-01

CGDG CAPITAL GROUP DIVIDEND GROWE17.4K shares-3.81%2026-03-312026-04-01

ETR ENTERGY CORP NEW5.4K shares-1.97%2026-03-312026-04-01

Sponsored

JPM JPMORGAN CHASE & CO.2.1K shares0.00%2026-03-312026-04-01

SCHD SCHWAB STRATEGIC TR17.9K sharesnew addition2026-03-312026-04-01

CGDV CAPITAL GROUP DIVIDEND VALUE12.9K shares-0.79%2026-03-312026-04-01

FMB FIRST TR EXCH TRADED FD III10.7K shares-12.14%2026-03-312026-04-01

TSCO TRACTOR SUPPLY CO11.8K shares-69.07%2026-03-312026-04-01

ISHARES GOLD TR ISHARES GOLD TR5.9K shares-12.81%2026-03-312026-04-01

AMGN AMGEN INC1.5K shares0.00%2026-03-312026-04-01

VRT VERTIV HOLDINGS CO2.0K sharesnew addition2026-03-312026-04-01

Sponsored

KBH KB HOME9.7K shares-70.35%2026-03-312026-04-01

XOM EXXON MOBIL CORP2.8K shares0.00%2026-03-312026-04-01

IBTG ISHARES TR21.0K shares0.00%2026-03-312026-04-01

DIVO AMPLIFY ETF TR10.5K shares-90.10%2026-03-312026-04-01

SPYD SPDR SERIES TRUST9.1K shares0.00%2026-03-312026-04-01

LAM RESEARCH CORP LAM RESEARCH CORP1.9K shares0.00%2026-03-312026-04-01

IBTH ISHARES TR17.5K shares0.00%2026-03-312026-04-01

ITAN EA SERIES TRUST10.6K shares1.53%2026-03-312026-04-01

Sponsored

IBTI ISHARES TR16.9K shares0.00%2026-03-312026-04-01

JIRE J P MORGAN EXCHANGE TRADED F4.9K shares-7.34%2026-03-312026-04-01

IBMS ISHARES TR14.2K shares3.36%2026-03-312026-04-01

IBTJ ISHARES TR16.7K shares0.00%2026-03-312026-04-01

PVAL PUTNAM ETF TRUST7.6K sharesnew addition2026-03-312026-04-01

DFAS DIMENSIONAL ETF TRUST4.8K shares-0.14%2026-03-312026-04-01

AVEM AMERICAN CENTY ETF TR4.0K sharesnew addition2026-03-312026-04-01

INTU INTUIT731 shares-77.60%2026-03-312026-04-01

Sponsored

LNG CHENIERE ENERGY INC1.1K shares-78.68%2026-03-312026-04-01

JMUB J P MORGAN EXCHANGE TRADED F5.8K sharesnew addition2026-03-312026-04-01

AVUS AMERICAN CENTY ETF TR2.4K shares0.00%2026-03-312026-04-01

SCHW SCHWAB CHARLES CORP2.9K shares-2.00%2026-03-312026-04-01

FLV AMERICAN CENTY ETF TR3.4K shares0.76%2026-03-312026-04-01

FSMD FIDELITY COVINGTON TRUST5.6K sharesnew addition2026-03-312026-04-01

SDY SPDR SERIES TRUST1.7K shares0.00%2026-03-312026-04-01

FLQM FRANKLIN TEMPLETON ETF TR4.5K sharesnew addition2026-03-312026-04-01

Sponsored

SPY SPDR S&P 500 ETF TR365 shares0.00%2026-03-312026-04-01

VRTX VERTEX PHARMACEUTICALS INC527 shares-87.81%2026-03-312026-04-01

ALPHABET INC ALPHABET INC804 shares-2.78%2026-03-312026-04-01

INVESCO QQQ TR INVESCO QQQ TR375 sharesnew addition2026-03-312026-04-01

DFLV DIMENSIONAL ETF TRUST5.9K sharesnew addition2026-03-312026-04-01

CRM SALESFORCE INC1.1K shares-84.53%2026-03-312026-04-01

IBIT ISHARES BITCOIN TRUST ETF5.3K shares0.00%2026-03-312026-04-01

FVD FIRST TR EXCHANGE-TRADED FD4.3K sharesnew addition2026-03-312026-04-01

Sponsored

SOUTHERN CO

0.40%

Shares121.6K

Event2026-03-31

Filed2026-04-01

KMB

KIMBERLY-CLARK CORP

136.02%

Shares79.5K

Event2026-03-31

Filed2026-04-01

VLO

VALERO ENERGY CORP

-1.55%

Shares28.7K

Event2026-03-31

Filed2026-04-01

VUSB

VANGUARD BD INDEX FDS

-1.35%

Shares141.9K

Event2026-03-31

Filed2026-04-01

JNJ

JOHNSON & JOHNSON

-1.24%

Shares27.7K

Event2026-03-31

Filed2026-04-01

IBDS

ISHARES TR

-0.15%

Shares259.9K

Event2026-03-31

Filed2026-04-01

WMB

WILLIAMS COS INC

-0.86%

Shares83.8K

Event2026-03-31

Filed2026-04-01

MSFT

MICROSOFT CORP

38.36%

Shares16.4K

Event2026-03-31

Filed2026-04-01

CVX

CHEVRON CORP NEW

-0.66%

Shares28.0K

Event2026-03-31

Filed2026-04-01

NVDA

NVIDIA CORPORATION

82.14%

Shares33.2K

Event2026-03-31

Filed2026-04-01

IBDU

ISHARES TR

-0.12%

Shares245.8K

Event2026-03-31

Filed2026-04-01

IBDR

ISHARES TR

-1.11%

Shares232.1K

Event2026-03-31

Filed2026-04-01

IBDT

ISHARES TR

-0.19%

Shares219.6K

Event2026-03-31

Filed2026-04-01

IBDV

ISHARES TR

-0.12%

Shares248.1K

Event2026-03-31

Filed2026-04-01

CSCO

CISCO SYS INC

-0.88%

Shares69.3K

Event2026-03-31

Filed2026-04-01

ABBV

ABBVIE INC

0.61%

Shares24.2K

Event2026-03-31

Filed2026-04-01

PROCTER AND GAMBLE CO

21.98%

Shares36.4K

Event2026-03-31

Filed2026-04-01

HSY

HERSHEY CO

0.20%

Shares24.9K

Event2026-03-31

Filed2026-04-01

BMY

BRISTOL-MYERS SQUIBB CO

0.29%

Shares83.8K

Event2026-03-31

Filed2026-04-01

REALTY INCOME CORP

0.51%

Shares80.3K

Event2026-03-31

Filed2026-04-01

ALPHABET INC

39.31%

Shares15.7K

Event2026-03-31

Filed2026-04-01

PFE

PFIZER INC

-0.19%

Shares159.3K

Event2026-03-31

Filed2026-04-01

AMZN

AMAZON COM INC

21.95%

Shares21.2K

Event2026-03-31

Filed2026-04-01

IBDW

ISHARES TR

-0.28%

Shares210.5K

Event2026-03-31

Filed2026-04-01

PEP

PEPSICO INC

1.25%

Shares28.4K

Event2026-03-31

Filed2026-04-01

LAMR

LAMAR ADVERTISING CO NEW

-0.25%

Shares34.1K

Event2026-03-31

Filed2026-04-01

IBDX

ISHARES TR

2.57%

Shares170.0K

Event2026-03-31

Filed2026-04-01

TFC

TRUIST FINL CORP

-0.63%

Shares90.0K

Event2026-03-31

Filed2026-04-01

TGT

TARGET CORP

1.35%

Shares33.1K

Event2026-03-31

Filed2026-04-01

GLPI

GAMING & LEISURE PPTYS INC

-0.27%

Shares87.5K

Event2026-03-31

Filed2026-04-01

TXN

TEXAS INSTRS INC

0.77%

Shares19.3K

Event2026-03-31

Filed2026-04-01

IBTL

ISHARES TR

New

Shares181.5K

Event2026-03-31

Filed2026-04-01

HOME DEPOT INC

-27.38%

Shares10.1K

Event2026-03-31

Filed2026-04-01

UPS

UNITED PARCEL SERVICE INC

0.57%

Shares32.2K

Event2026-03-31

Filed2026-04-01

PAYX

PAYCHEX INC

2.15%

Shares33.7K

Event2026-03-31

Filed2026-04-01

AAPL

APPLE INC

7.16%

Shares11.8K

Event2026-03-31

Filed2026-04-01

IBDY

ISHARES TR

0.24%

Shares105.1K

Event2026-03-31

Filed2026-04-01

TLT

ISHARES TR

-3.67%

Shares28.2K

Event2026-03-31

Filed2026-04-01

GIS

GENERAL MLS INC

2.76%

Shares63.0K

Event2026-03-31

Filed2026-04-01

TSM

TAIWAN SEMICONDUCTOR MFG LTD

New

Shares6.8K

Event2026-03-31

Filed2026-04-01

BAB

INVESCO EXCH TRADED FD TR II

0.76%

Shares81.4K

Event2026-03-31

Filed2026-04-01

IBM

INTERNATIONAL BUSINESS MACHS

-0.49%

Shares8.4K

Event2026-03-31

Filed2026-04-01

MCD

MCDONALDS CORP

641.08%

Shares5.5K

Event2026-03-31

Filed2026-04-01

BITB

BITWISE BITCOIN ETF TR

28.36%

Shares45.4K

Event2026-03-31

Filed2026-04-01

BOEING CO

New

Shares8.3K

Event2026-03-31

Filed2026-04-01

IBDZ

ISHARES TR

New

Shares63.2K

Event2026-03-31

Filed2026-04-01

SNA

SNAP ON INC

0.18%

Shares4.5K

Event2026-03-31

Filed2026-04-01

CANADIAN PACIFIC KANSAS CITY

New

Shares19.7K

Event2026-03-31

Filed2026-04-01

DXCM

DEXCOM INC

New

Shares23.7K

Event2026-03-31

Filed2026-04-01

PFXF

VANECK ETF TRUST

4.32%

Shares82.5K

Event2026-03-31

Filed2026-04-01

AMD

ADVANCED MICRO DEVICES INC

New

Shares7.1K

Event2026-03-31

Filed2026-04-01

CGXU

CAPITAL GROUP INTL FOCUS EQT

0.45%

Shares46.3K

Event2026-03-31

Filed2026-04-01

IBMO

ISHARES TR

-10.05%

Shares51.8K

Event2026-03-31

Filed2026-04-01

COCA COLA CO

-0.50%

Shares15.5K

Event2026-03-31

Filed2026-04-01

NKE

NIKE INC

New

Shares21.6K

Event2026-03-31

Filed2026-04-01

IBMP

ISHARES TR

-12.94%

Shares44.5K

Event2026-03-31

Filed2026-04-01

PODD

INSULET CORP

210.37%

Shares5.4K

Event2026-03-31

Filed2026-04-01

NOW

SERVICENOW INC

3.78%

Shares10.7K

Event2026-03-31

Filed2026-04-01

IOT

SAMSARA INC

New

Shares34.7K

Event2026-03-31

Filed2026-04-01

TSLA

TESLA INC

-49.85%

Shares2.9K

Event2026-03-31

Filed2026-04-01

TDG

TRANSDIGM GROUP INC

New

Shares936

Event2026-03-31

Filed2026-04-01

COST

COSTCO WHSL CORP NEW

New

Shares1.1K

Event2026-03-31

Filed2026-04-01

IBMQ

ISHARES TR

-8.30%

Shares42.3K

Event2026-03-31

Filed2026-04-01

WSM

WILLIAMS SONOMA INC

-61.20%

Shares5.8K

Event2026-03-31

Filed2026-04-01

MEDTRONIC PLC

New

Shares11.8K

Event2026-03-31

Filed2026-04-01

SPYM

SPDR SERIES TRUST

New

Shares13.0K

Event2026-03-31

Filed2026-04-01

TMO

THERMO FISHER SCIENTIFIC INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-01

AXP

AMERICAN EXPRESS CO

-60.25%

Shares3.1K

Event2026-03-31

Filed2026-04-01

WMT

WALMART INC

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-01

UNH

UNITEDHEALTH GROUP INC

New

Shares3.4K

Event2026-03-31

Filed2026-04-01

FBCG

FIDELITY COVINGTON TRUST

New

Shares16.4K

Event2026-03-31

Filed2026-04-01

TECH

BIO-TECHNE CORP

New

Shares15.7K

Event2026-03-31

Filed2026-04-01

VANGUARD INDEX FDS

-0.94%

Shares1.4K

Event2026-03-31

Filed2026-04-01

CRWD

CROWDSTRIKE HLDGS INC

-58.34%

Shares2.1K

Event2026-03-31

Filed2026-04-01

DFUS

DIMENSIONAL ETF TRUST

56.90%

Shares11.4K

Event2026-03-31

Filed2026-04-01

RJF

RAYMOND JAMES FINL INC

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-01

FENI

FIDELITY COVINGTON TRUST

New

Shares20.4K

Event2026-03-31

Filed2026-04-01

CGGR

CAPITAL GROUP GROWTH ETF

14.52%

Shares18.7K

Event2026-03-31

Filed2026-04-01

TRANE TECHNOLOGIES PLC

-60.88%

Shares1.8K

Event2026-03-31

Filed2026-04-01

TJX

TJX COS INC NEW

-62.65%

Shares4.6K

Event2026-03-31

Filed2026-04-01

BLACKROCK INC

-68.45%

Shares727

Event2026-03-31

Filed2026-04-01

CGGO

CAPITAL GROUP GBL GROWTH EQT

6.00%

Shares20.9K

Event2026-03-31

Filed2026-04-01

IBMR

ISHARES TR

-13.48%

Shares27.5K

Event2026-03-31

Filed2026-04-01

DEERE & CO

-71.60%

Shares1.2K

Event2026-03-31

Filed2026-04-01

JBHT

HUNT J B TRANS SVCS INC

New

Shares3.2K

Event2026-03-31

Filed2026-04-01

LLY

ELI LILLY & CO

0.00%

Shares715

Event2026-03-31

Filed2026-04-01

CGDG

CAPITAL GROUP DIVIDEND GROWE

-3.81%

Shares17.4K

Event2026-03-31

Filed2026-04-01

ETR

ENTERGY CORP NEW

-1.97%

Shares5.4K

Event2026-03-31

Filed2026-04-01

JPM

JPMORGAN CHASE & CO.

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-01

SCHD

SCHWAB STRATEGIC TR

New

Shares17.9K

Event2026-03-31

Filed2026-04-01

CGDV

CAPITAL GROUP DIVIDEND VALUE

-0.79%

Shares12.9K

Event2026-03-31

Filed2026-04-01

FMB

FIRST TR EXCH TRADED FD III

-12.14%

Shares10.7K

Event2026-03-31

Filed2026-04-01

TSCO

TRACTOR SUPPLY CO

-69.07%

Shares11.8K

Event2026-03-31

Filed2026-04-01

ISHARES GOLD TR

-12.81%

Shares5.9K

Event2026-03-31

Filed2026-04-01

AMGN

AMGEN INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-01

VRT

VERTIV HOLDINGS CO

New

Shares2.0K

Event2026-03-31

Filed2026-04-01

KBH

KB HOME

-70.35%

Shares9.7K

Event2026-03-31

Filed2026-04-01

XOM

EXXON MOBIL CORP

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-01

IBTG

ISHARES TR

0.00%

Shares21.0K

Event2026-03-31

Filed2026-04-01

DIVO

AMPLIFY ETF TR

-90.10%

Shares10.5K

Event2026-03-31

Filed2026-04-01

SPYD

SPDR SERIES TRUST

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-01

LAM RESEARCH CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-01

IBTH

ISHARES TR

0.00%

Shares17.5K

Event2026-03-31

Filed2026-04-01

ITAN

EA SERIES TRUST

1.53%

Shares10.6K

Event2026-03-31

Filed2026-04-01

IBTI

ISHARES TR

0.00%

Shares16.9K

Event2026-03-31

Filed2026-04-01

JIRE

J P MORGAN EXCHANGE TRADED F

-7.34%

Shares4.9K

Event2026-03-31

Filed2026-04-01

IBMS

ISHARES TR

3.36%

Shares14.2K

Event2026-03-31

Filed2026-04-01

IBTJ

ISHARES TR

0.00%

Shares16.7K

Event2026-03-31

Filed2026-04-01

PVAL

PUTNAM ETF TRUST

New

Shares7.6K

Event2026-03-31

Filed2026-04-01

DFAS

DIMENSIONAL ETF TRUST

-0.14%

Shares4.8K

Event2026-03-31

Filed2026-04-01

AVEM

AMERICAN CENTY ETF TR

New

Shares4.0K

Event2026-03-31

Filed2026-04-01

INTU

INTUIT

-77.60%

Shares731

Event2026-03-31

Filed2026-04-01

LNG

CHENIERE ENERGY INC

-78.68%

Shares1.1K

Event2026-03-31

Filed2026-04-01

JMUB

J P MORGAN EXCHANGE TRADED F

New

Shares5.8K

Event2026-03-31

Filed2026-04-01

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-01

SCHW

SCHWAB CHARLES CORP

-2.00%

Shares2.9K

Event2026-03-31

Filed2026-04-01

FLV

AMERICAN CENTY ETF TR

0.76%

Shares3.4K

Event2026-03-31

Filed2026-04-01

FSMD

FIDELITY COVINGTON TRUST

New

Shares5.6K

Event2026-03-31

Filed2026-04-01

SDY

SPDR SERIES TRUST

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-01

FLQM

FRANKLIN TEMPLETON ETF TR

New

Shares4.5K

Event2026-03-31

Filed2026-04-01

SPY

SPDR S&P 500 ETF TR

0.00%

Shares365

Event2026-03-31

Filed2026-04-01

VRTX

VERTEX PHARMACEUTICALS INC

-87.81%

Shares527

Event2026-03-31

Filed2026-04-01

ALPHABET INC

-2.78%

Shares804

Event2026-03-31

Filed2026-04-01

INVESCO QQQ TR

New

Shares375

Event2026-03-31

Filed2026-04-01

DFLV

DIMENSIONAL ETF TRUST

New

Shares5.9K

Event2026-03-31

Filed2026-04-01

CRM

SALESFORCE INC

-84.53%

Shares1.1K

Event2026-03-31

Filed2026-04-01

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-01

FVD

FIRST TR EXCHANGE-TRADED FD

New

Shares4.3K

Event2026-03-31

Filed2026-04-01

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available