Sponsored

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

Currently, SILVIA MCCOLL WEALTH MANAGEMENT, LLC holds 119 types of securities in its portfolio with a total value $151.9M. In the most recent quarter, they have increased their positions in CGDV (+27.9K shares, valued at $1.2M), N/A (+440 shares, valued at $262.9K), FCX (+3.8K shares, valued at $224.7K); decreased their positions in VBR (-1.4K shares, valued at $300.7K), CVX (-1.0K shares, valued at $210.4K), AAPL (-826 shares, valued at $209.6K); initiated new positions in N/A (+440 shares, valued at $262.9K), FCX (+3.8K shares, valued at $224.7K), XLU (+4.7K shares, valued at $214.6K).

1M P&L

+6.3M+4.42%

3M P&L

+4.5M+3.11%

HY P&L

+14.4M+10.63%

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/A78.0M

57.0%

2Oil & Gas Integrated10.3M

7.5%

3Consumer Electronics9.0M

6.5%

Top Industries by Stock Count

1N/A39 stocks

36.8%

2Oil & Gas Midstream5 stocks

4.7%

3Drug Manufacturers - General4 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGDV CAPITAL GROUP DIVIDEND VALUE453.6K shares6.55%2026-03-312026-04-09

AAPL APPLE INC35.3K shares-2.29%2026-03-312026-04-09

VBR VANGUARD INDEX FDS39.4K shares-3.40%2026-03-312026-04-09

CVX CHEVRON CORP NEW38.6K shares-2.57%2026-03-312026-04-09

IJH ISHARES TR63.1K shares-1.87%2026-03-312026-04-09

CGGO CAPITAL GROUP GBL GROWTH EQT110.1K shares2.05%2026-03-312026-04-09

ITOT ISHARES TR24.8K shares0.00%2026-03-312026-04-09

ANGL VANECK ETF TRUST119.4K shares-0.80%2026-03-312026-04-09

Sponsored

MSFT MICROSOFT CORP7.9K shares-0.04%2026-03-312026-04-09

IVV ISHARES TR4.3K shares0.00%2026-03-312026-04-09

IQLT ISHARES TR58.9K shares0.66%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.3K shares-3.83%2026-03-312026-04-09

SPY SPDR S&P 500 ETF TR3.8K shares-5.02%2026-03-312026-04-09

IXN ISHARES TR21.8K shares-3.54%2026-03-312026-04-09

COST COSTCO WHSL CORP NEW2.2K shares0.00%2026-03-312026-04-09

ALPHABET INC ALPHABET INC7.5K shares-0.40%2026-03-312026-04-09

Sponsored

INVESCO QQQ TR INVESCO QQQ TR3.6K shares7.22%2026-03-312026-04-09

IWV ISHARES TR5.5K shares-0.22%2026-03-312026-04-09

BIV VANGUARD BD INDEX FDS25.6K shares-1.91%2026-03-312026-04-09

TSLA TESLA INC5.1K shares0.90%2026-03-312026-04-09

WMT WALMART INC15.1K shares0.00%2026-03-312026-04-09

NVDA NVIDIA CORPORATION10.4K shares0.05%2026-03-312026-04-09

AVEM AMERICAN CENTY ETF TR22.3K shares-3.32%2026-03-312026-04-09

ISHARES GOLD TR ISHARES GOLD TR18.7K shares9.53%2026-03-312026-04-09

Sponsored

JPM JPMORGAN CHASE & CO.5.6K shares-0.54%2026-03-312026-04-09

ALPHABET INC ALPHABET INC5.7K shares0.00%2026-03-312026-04-09

DFGR DIMENSIONAL ETF TRUST60.4K shares3.45%2026-03-312026-04-09

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.6K shares0.00%2026-03-312026-04-09

ILCB ISHARES TR17.5K shares0.00%2026-03-312026-04-09

IJR ISHARES TR12.4K shares0.00%2026-03-312026-04-09

XOM EXXON MOBIL CORP9.0K shares0.00%2026-03-312026-04-09

BROADCOM INC BROADCOM INC4.9K shares0.00%2026-03-312026-04-09

Sponsored

MGC VANGUARD WORLD FD6.3K shares4.40%2026-03-312026-04-09

SCHD SCHWAB STRATEGIC TR47.5K shares-3.65%2026-03-312026-04-09

CAT CATERPILLAR INC1.6K shares0.00%2026-03-312026-04-09

QCOM QUALCOMM INC8.4K shares0.00%2026-03-312026-04-09

VO VANGUARD INDEX FDS3.4K shares0.00%2026-03-312026-04-09

XLRE SELECT SECTOR SPDR TR23.9K shares3.26%2026-03-312026-04-09

IYH ISHARES TR15.8K shares0.00%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON4.0K shares-1.90%2026-03-312026-04-09

Sponsored

IEI ISHARES TR8.1K shares1.09%2026-03-312026-04-09

SRE SEMPRA9.2K shares1.21%2026-03-312026-04-09

GLD SPDR GOLD TR2.1K shares-1.43%2026-03-312026-04-09

ESGU ISHARES TR5.9K shares-0.36%2026-03-312026-04-09

WDFC WD 40 CO4.0K shares-0.12%2026-03-312026-04-09

EPD ENTERPRISE PRODS PARTNERS L21.1K shares-0.56%2026-03-312026-04-09

FLTR VANECK ETF TRUST31.4K shares-1.00%2026-03-312026-04-09

BAC BANK AMERICA CORP16.3K shares0.00%2026-03-312026-04-09

Sponsored

BP BP PLC16.7K shares0.00%2026-03-312026-04-09

VLO VALERO ENERGY CORP2.9K shares0.00%2026-03-312026-04-09

VTHR VANGUARD SCOTTSDALE FDS2.5K shares1.71%2026-03-312026-04-09

PEP PEPSICO INC4.5K shares0.00%2026-03-312026-04-09

OKE ONEOK INC NEW7.3K shares0.00%2026-03-312026-04-09

AMZN AMAZON COM INC3.1K shares0.00%2026-03-312026-04-09

ABBV ABBVIE INC2.9K shares0.00%2026-03-312026-04-09

VZ VERIZON COMMUNICATIONS INC12.5K shares0.40%2026-03-312026-04-09

Sponsored

MS MORGAN STANLEY3.8K shares0.00%2026-03-312026-04-09

UNP UNION PAC CORP2.6K shares0.00%2026-03-312026-04-09

MDY SPDR S&P MIDCAP 400 ETF TR994 shares0.00%2026-03-312026-04-09

GLW CORNING INC4.5K shares0.00%2026-03-312026-04-09

CCJ CAMECO CORP5.6K shares0.00%2026-03-312026-04-09

KMI KINDER MORGAN INC DEL18.0K shares0.00%2026-03-312026-04-09

CSCO CISCO SYS INC7.4K shares0.00%2026-03-312026-04-09

HD HOME DEPOT INC1.7K shares0.00%2026-03-312026-04-09

Sponsored

PLD PROLOGIS INC.4.0K shares-4.98%2026-03-312026-04-09

MCD MCDONALDS CORP1.7K shares0.00%2026-03-312026-04-09

ABT ABBOTT LABS4.9K shares0.00%2026-03-312026-04-09

PG PROCTER AND GAMBLE CO3.5K shares-7.23%2026-03-312026-04-09

EMR EMERSON ELEC CO3.8K shares0.00%2026-03-312026-04-09

WFC WELLS FARGO CO NEW6.0K shares0.69%2026-03-312026-04-09

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

GRID FIRST TR EXCHANGE TRADED FD2.9K shares0.00%2026-03-312026-04-09

Sponsored

LLY ELI LILLY & CO506 shares2.02%2026-03-312026-04-09

BLACKSTONE INC BLACKSTONE INC4.0K shares27.31%2026-03-312026-04-09

IBM INTERNATIONAL BUSINESS MACHS1.9K shares0.00%2026-03-312026-04-09

AMGN AMGEN INC1.3K shares-2.55%2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC3.8K shares0.00%2026-03-312026-04-09

HON HONEYWELL INTL INC1.9K shares0.00%2026-03-312026-04-09

MMM 3M CO2.8K shares0.00%2026-03-312026-04-09

INTC INTEL CORP8.7K shares0.00%2026-03-312026-04-09

Sponsored

YUM YUM BRANDS INC2.4K shares0.00%2026-03-312026-04-09

VTI VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-09

NFLX NETFLIX INC3.8K shares1.86%2026-03-312026-04-09

AXP AMERICAN EXPRESS CO1.2K shares0.00%2026-03-312026-04-09

DIS DISNEY WALT CO3.8K shares-1.13%2026-03-312026-04-09

DBJP DBX ETF TR3.5K shares0.00%2026-03-312026-04-09

O REALTY INCOME CORP5.6K shares0.00%2026-03-312026-04-09

VONV VANGUARD SCOTTSDALE FDS3.6K shares0.00%2026-03-312026-04-09

Sponsored

UEC URANIUM ENERGY CORP25.0K shares0.00%2026-03-312026-04-09

TIP ISHARES TR3.1K shares0.00%2026-03-312026-04-09

COP CONOCOPHILLIPS2.5K shares8.58%2026-03-312026-04-09

DE DEERE & CO577 shares0.00%2026-03-312026-04-09

MCO MOODYS CORP742 shares0.00%2026-03-312026-04-09

PBA PEMBINA PIPELINE CORP7.0K shares0.00%2026-03-312026-04-09

CPT CAMDEN PPTY TR3.0K shares-15.79%2026-03-312026-04-09

VB VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-09

Sponsored

MAR MARRIOTT INTL INC NEW883 shares0.00%2026-03-312026-04-09

CBNA CHAIN BRIDGE BANCORP INC8.2K shares0.00%2026-03-312026-04-09

CENCORA INC CENCORA INC888 shares0.00%2026-03-312026-04-09

IEV ISHARES TR4.0K shares0.00%2026-03-312026-04-09

KXI ISHARES TR4.0K shares0.00%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS440 sharesnew addition2026-03-312026-04-09

PAVE GLOBAL X FDS5.1K shares0.00%2026-03-312026-04-09

TM TOYOTA MOTOR CORP1.2K shares-3.14%2026-03-312026-04-09

Sponsored

CWEN CLEARWAY ENERGY INC6.4K shares-2.75%2026-03-312026-04-09

USB US BANCORP DEL4.6K shares0.00%2026-03-312026-04-09

T AT&T INC8.1K shares0.00%2026-03-312026-04-09

RTX RTX CORPORATION1.2K shares0.00%2026-03-312026-04-09

GE AEROSPACE GE AEROSPACE795 shares0.00%2026-03-312026-04-09

FCX FREEPORT-MCMORAN INC3.8K sharesnew addition2026-03-312026-04-09

PM PHILIP MORRIS INTL INC1.3K shares0.00%2026-03-312026-04-09

HIG HARTFORD INSURANCE GROUP INC1.6K shares0.00%2026-03-312026-04-09

Sponsored

XLU SELECT SECTOR SPDR TR4.7K sharesnew addition2026-03-312026-04-09

EZBC FRANKLIN TEMPLETON DIGITAL H5.4K shares7.51%2026-03-312026-04-09

ALL ALLSTATE CORP1.0K shares0.00%2026-03-312026-04-09

WMB WILLIAMS COS INC2.8K sharesnew addition2026-03-312026-04-09

EIX EDISON INTL2.8K sharesnew addition2026-03-312026-04-09

ZION ZIONS BANCORPORATION N A3.5K shares0.00%2026-03-312026-04-09

PUTNAM ETF TRUST PUTNAM ETF TRUST27.8K sharesnew addition2026-03-312026-04-09

CGDV

CAPITAL GROUP DIVIDEND VALUE

6.55%

Shares453.6K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-2.29%

Shares35.3K

Event2026-03-31

Filed2026-04-09

VBR

VANGUARD INDEX FDS

-3.40%

Shares39.4K

Event2026-03-31

Filed2026-04-09

CVX

CHEVRON CORP NEW

-2.57%

Shares38.6K

Event2026-03-31

Filed2026-04-09

IJH

ISHARES TR

-1.87%

Shares63.1K

Event2026-03-31

Filed2026-04-09

CGGO

CAPITAL GROUP GBL GROWTH EQT

2.05%

Shares110.1K

Event2026-03-31

Filed2026-04-09

ITOT

ISHARES TR

0.00%

Shares24.8K

Event2026-03-31

Filed2026-04-09

ANGL

VANECK ETF TRUST

-0.80%

Shares119.4K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

-0.04%

Shares7.9K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-09

IQLT

ISHARES TR

0.66%

Shares58.9K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

-3.83%

Shares5.3K

Event2026-03-31

Filed2026-04-09

SPY

SPDR S&P 500 ETF TR

-5.02%

Shares3.8K

Event2026-03-31

Filed2026-04-09

IXN

ISHARES TR

-3.54%

Shares21.8K

Event2026-03-31

Filed2026-04-09

COST

COSTCO WHSL CORP NEW

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-0.40%

Shares7.5K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

7.22%

Shares3.6K

Event2026-03-31

Filed2026-04-09

IWV

ISHARES TR

-0.22%

Shares5.5K

Event2026-03-31

Filed2026-04-09

BIV

VANGUARD BD INDEX FDS

-1.91%

Shares25.6K

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

0.90%

Shares5.1K

Event2026-03-31

Filed2026-04-09

WMT

WALMART INC

0.00%

Shares15.1K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

0.05%

Shares10.4K

Event2026-03-31

Filed2026-04-09

AVEM

AMERICAN CENTY ETF TR

-3.32%

Shares22.3K

Event2026-03-31

Filed2026-04-09

ISHARES GOLD TR

9.53%

Shares18.7K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO.

-0.54%

Shares5.6K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-09

DFGR

DIMENSIONAL ETF TRUST

3.45%

Shares60.4K

Event2026-03-31

Filed2026-04-09

GENERAL DYNAMICS CORP

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-09

ILCB

ISHARES TR

0.00%

Shares17.5K

Event2026-03-31

Filed2026-04-09

IJR

ISHARES TR

0.00%

Shares12.4K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

0.00%

Shares9.0K

Event2026-03-31

Filed2026-04-09

BROADCOM INC

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-09

MGC

VANGUARD WORLD FD

4.40%

Shares6.3K

Event2026-03-31

Filed2026-04-09

SCHD

SCHWAB STRATEGIC TR

-3.65%

Shares47.5K

Event2026-03-31

Filed2026-04-09

CAT

CATERPILLAR INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-09

QCOM

QUALCOMM INC

0.00%

Shares8.4K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-09

XLRE

SELECT SECTOR SPDR TR

3.26%

Shares23.9K

Event2026-03-31

Filed2026-04-09

IYH

ISHARES TR

0.00%

Shares15.8K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

-1.90%

Shares4.0K

Event2026-03-31

Filed2026-04-09

IEI

ISHARES TR

1.09%

Shares8.1K

Event2026-03-31

Filed2026-04-09

SRE

SEMPRA

1.21%

Shares9.2K

Event2026-03-31

Filed2026-04-09

GLD

SPDR GOLD TR

-1.43%

Shares2.1K

Event2026-03-31

Filed2026-04-09

ESGU

ISHARES TR

-0.36%

Shares5.9K

Event2026-03-31

Filed2026-04-09

WDFC

WD 40 CO

-0.12%

Shares4.0K

Event2026-03-31

Filed2026-04-09

EPD

ENTERPRISE PRODS PARTNERS L

-0.56%

Shares21.1K

Event2026-03-31

Filed2026-04-09

FLTR

VANECK ETF TRUST

-1.00%

Shares31.4K

Event2026-03-31

Filed2026-04-09

BAC

BANK AMERICA CORP

0.00%

Shares16.3K

Event2026-03-31

Filed2026-04-09

BP PLC

0.00%

Shares16.7K

Event2026-03-31

Filed2026-04-09

VLO

VALERO ENERGY CORP

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-09

VTHR

VANGUARD SCOTTSDALE FDS

1.71%

Shares2.5K

Event2026-03-31

Filed2026-04-09

PEP

PEPSICO INC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-09

OKE

ONEOK INC NEW

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-09

ABBV

ABBVIE INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-09

VERIZON COMMUNICATIONS INC

0.40%

Shares12.5K

Event2026-03-31

Filed2026-04-09

MORGAN STANLEY

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-09

UNP

UNION PAC CORP

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-09

MDY

SPDR S&P MIDCAP 400 ETF TR

0.00%

Shares994

Event2026-03-31

Filed2026-04-09

GLW

CORNING INC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-09

CCJ

CAMECO CORP

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-09

KMI

KINDER MORGAN INC DEL

0.00%

Shares18.0K

Event2026-03-31

Filed2026-04-09

CSCO

CISCO SYS INC

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-09

HOME DEPOT INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-09

PLD

PROLOGIS INC.

-4.98%

Shares4.0K

Event2026-03-31

Filed2026-04-09

MCD

MCDONALDS CORP

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-09

ABT

ABBOTT LABS

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-09

PROCTER AND GAMBLE CO

-7.23%

Shares3.5K

Event2026-03-31

Filed2026-04-09

EMR

EMERSON ELEC CO

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-09

WFC

WELLS FARGO CO NEW

0.69%

Shares6.0K

Event2026-03-31

Filed2026-04-09

ACWX

ISHARES TR

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-09

GRID

FIRST TR EXCHANGE TRADED FD

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-09

LLY

ELI LILLY & CO

2.02%

Shares506

Event2026-03-31

Filed2026-04-09

BLACKSTONE INC

27.31%

Shares4.0K

Event2026-03-31

Filed2026-04-09

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-09

AMGN

AMGEN INC

-2.55%

Shares1.3K

Event2026-03-31

Filed2026-04-09

MERCK & CO INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-09

HON

HONEYWELL INTL INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-09

MMM

3M CO

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-09

INTC

INTEL CORP

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-09

YUM

YUM BRANDS INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-09

NFLX

NETFLIX INC

1.86%

Shares3.8K

Event2026-03-31

Filed2026-04-09

AXP

AMERICAN EXPRESS CO

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-09

DIS

DISNEY WALT CO

-1.13%

Shares3.8K

Event2026-03-31

Filed2026-04-09

DBJP

DBX ETF TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-09

REALTY INCOME CORP

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-09

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-09

UEC

URANIUM ENERGY CORP

0.00%

Shares25.0K

Event2026-03-31

Filed2026-04-09

TIP

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-09

COP

CONOCOPHILLIPS

8.58%

Shares2.5K

Event2026-03-31

Filed2026-04-09

DEERE & CO

0.00%

Shares577

Event2026-03-31

Filed2026-04-09

MCO

MOODYS CORP

0.00%

Shares742

Event2026-03-31

Filed2026-04-09

PBA

PEMBINA PIPELINE CORP

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-09

CPT

CAMDEN PPTY TR

-15.79%

Shares3.0K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-09

MAR

MARRIOTT INTL INC NEW

0.00%

Shares883

Event2026-03-31

Filed2026-04-09

CBNA

CHAIN BRIDGE BANCORP INC

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-09

CENCORA INC

0.00%

Shares888

Event2026-03-31

Filed2026-04-09

IEV

ISHARES TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-09

KXI

ISHARES TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

New

Shares440

Event2026-03-31

Filed2026-04-09

PAVE

GLOBAL X FDS

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-09

TOYOTA MOTOR CORP

-3.14%

Shares1.2K

Event2026-03-31

Filed2026-04-09

CWEN

CLEARWAY ENERGY INC

-2.75%

Shares6.4K

Event2026-03-31

Filed2026-04-09

USB

US BANCORP DEL

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-09

AT&T INC

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-09

RTX

RTX CORPORATION

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-09

GE AEROSPACE

0.00%

Shares795

Event2026-03-31

Filed2026-04-09

FCX

FREEPORT-MCMORAN INC

New

Shares3.8K

Event2026-03-31

Filed2026-04-09

PHILIP MORRIS INTL INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-09

HIG

HARTFORD INSURANCE GROUP INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-09

XLU

SELECT SECTOR SPDR TR

New

Shares4.7K

Event2026-03-31

Filed2026-04-09

EZBC

FRANKLIN TEMPLETON DIGITAL H

7.51%

Shares5.4K

Event2026-03-31

Filed2026-04-09

ALL

ALLSTATE CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-09

WMB

WILLIAMS COS INC

New

Shares2.8K

Event2026-03-31

Filed2026-04-09

EIX

EDISON INTL

New

Shares2.8K

Event2026-03-31

Filed2026-04-09

ZION

ZIONS BANCORPORATION N A

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-09

PUTNAM ETF TRUST

New

Shares27.8K

Event2026-03-31

Filed2026-04-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available