Sponsored

The Analysis of SIMA Wealth Partners, LLC's Holdings & P&L

Currently, SIMA Wealth Partners, LLC holds 131 types of securities in its portfolio with a total value $131.3M. In the most recent quarter, they have increased their positions in IVV (+28.5K shares, valued at $18.6M), DFAI (+264.7K shares, valued at $10.3M), USIG (+193.6K shares, valued at $9.9M); initiated new positions in IVV (+28.5K shares, valued at $18.6M), DFAI (+264.7K shares, valued at $10.3M), USIG (+193.6K shares, valued at $9.9M).

1M P&L

+1.1M+0.78%

3M P&L

+3.5M+2.49%

HY P&L

+5.2M+3.77%

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/A127.1M

97.2%

2Tobacco1.0M

0.8%

3Consumer Electronics500.7K

0.4%

Top Industries by Stock Count

1N/A81 stocks

66.4%

2Tobacco3 stocks

2.5%

3Healthcare Plans3 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR28.5K sharesnew addition2026-03-312026-05-15

DFAI DIMENSIONAL ETF TRUST264.7K sharesnew addition2026-03-312026-05-15

USIG ISHARES TR193.6K sharesnew addition2026-03-312026-05-15

JIRE J P MORGAN EXCHANGE TRADED F130.1K sharesnew addition2026-03-312026-05-15

SPYG SPDR SERIES TRUST93.2K sharesnew addition2026-03-312026-05-15

DFAE DIMENSIONAL ETF TRUST235.5K sharesnew addition2026-03-312026-05-15

MBB ISHARES TR83.8K sharesnew addition2026-03-312026-05-15

SCHR SCHWAB STRATEGIC TR292.4K sharesnew addition2026-03-312026-05-15

Sponsored

JAVA J P MORGAN EXCHANGE TRADED F94.7K sharesnew addition2026-03-312026-05-15

SPYV SPDR SERIES TRUST102.7K sharesnew addition2026-03-312026-05-15

IVW ISHARES TR36.4K sharesnew addition2026-03-312026-05-15

IVE ISHARES TR16.2K sharesnew addition2026-03-312026-05-15

SCHO SCHWAB STRATEGIC TR127.9K sharesnew addition2026-03-312026-05-15

SPMD SPDR SERIES TRUST38.4K sharesnew addition2026-03-312026-05-15

SCHV SCHWAB STRATEGIC TR54.8K sharesnew addition2026-03-312026-05-15

IEFA ISHARES TR18.5K sharesnew addition2026-03-312026-05-15

Sponsored

VTV VANGUARD INDEX FDS7.0K sharesnew addition2026-03-312026-05-15

IGSB ISHARES TR23.4K sharesnew addition2026-03-312026-05-15

MUB ISHARES TR10.2K sharesnew addition2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR35.8K sharesnew addition2026-03-312026-05-15

DFAS DIMENSIONAL ETF TRUST14.5K sharesnew addition2026-03-312026-05-15

SCHM SCHWAB STRATEGIC TR24.7K sharesnew addition2026-03-312026-05-15

PM PHILIP MORRIS INTL INC4.5K sharesnew addition2026-03-312026-05-15

IWB ISHARES TR1.9K sharesnew addition2026-03-312026-05-15

Sponsored

IJH ISHARES TR9.9K sharesnew addition2026-03-312026-05-15

IWY ISHARES TR2.6K sharesnew addition2026-03-312026-05-15

IDEV ISHARES TR6.4K sharesnew addition2026-03-312026-05-15

VONG VANGUARD SCOTTSDALE FDS4.7K sharesnew addition2026-03-312026-05-15

VO VANGUARD INDEX FDS1.8K sharesnew addition2026-03-312026-05-15

IEMG ISHARES INC7.2K sharesnew addition2026-03-312026-05-15

AAPL APPLE INC2.0K sharesnew addition2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR18.1K sharesnew addition2026-03-312026-05-15

Sponsored

IWX ISHARES TR4.5K sharesnew addition2026-03-312026-05-15

IJR ISHARES TR3.2K sharesnew addition2026-03-312026-05-15

VMBS VANGUARD SCOTTSDALE FDS7.8K sharesnew addition2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR11.4K sharesnew addition2026-03-312026-05-15

MCD MCDONALDS CORP1.1K sharesnew addition2026-03-312026-05-15

IXUS ISHARES TR3.7K sharesnew addition2026-03-312026-05-15

HEFA ISHARES TR7.5K sharesnew addition2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS6.8K sharesnew addition2026-03-312026-05-15

Sponsored

QUAL ISHARES TR1.6K sharesnew addition2026-03-312026-05-15

JNJ JOHNSON & JOHNSON1.3K sharesnew addition2026-03-312026-05-15

IGIB ISHARES TR5.5K sharesnew addition2026-03-312026-05-15

AUB ATLANTIC UN BANKSHARES CORP7.7K sharesnew addition2026-03-312026-05-15

MO ALTRIA GROUP INC4.1K sharesnew addition2026-03-312026-05-15

BROADCOM INC BROADCOM INC810 sharesnew addition2026-03-312026-05-15

USMV ISHARES TR2.2K sharesnew addition2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS2.9K sharesnew addition2026-03-312026-05-15

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T2.5K sharesnew addition2026-03-312026-05-15

IWD ISHARES TR855 sharesnew addition2026-03-312026-05-15

IYW ISHARES TR850 sharesnew addition2026-03-312026-05-15

IWF ISHARES TR354 sharesnew addition2026-03-312026-05-15

EFA ISHARES TR1.4K sharesnew addition2026-03-312026-05-15

EBAY EBAY INC.1.5K sharesnew addition2026-03-312026-05-15

AMZN AMAZON COM INC654 sharesnew addition2026-03-312026-05-15

SHY ISHARES TR1.6K sharesnew addition2026-03-312026-05-15

Sponsored

SPY STATE STR SPDR S&P 500 ETF T203 sharesnew addition2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL257 sharesnew addition2026-03-312026-05-15

SPSM SPDR SERIES TRUST2.4K sharesnew addition2026-03-312026-05-15

GLD SPDR GOLD TR273 sharesnew addition2026-03-312026-05-15

IJK ISHARES TR1.1K sharesnew addition2026-03-312026-05-15

PH PARKER-HANNIFIN CORP127 sharesnew addition2026-03-312026-05-15

SCHE SCHWAB STRATEGIC TR3.4K sharesnew addition2026-03-312026-05-15

EMR EMERSON ELEC CO827 sharesnew addition2026-03-312026-05-15

Sponsored

GOVT ISHARES TR4.2K sharesnew addition2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR3.5K sharesnew addition2026-03-312026-05-15

IJJ ISHARES TR620 sharesnew addition2026-03-312026-05-15

JVAL J P MORGAN EXCHANGE TRADED F1.6K sharesnew addition2026-03-312026-05-15

KO COCA COLA CO1.0K sharesnew addition2026-03-312026-05-15

SDY SPDR SERIES TRUST537 sharesnew addition2026-03-312026-05-15

IJT ISHARES TR536 sharesnew addition2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F1.3K sharesnew addition2026-03-312026-05-15

Sponsored

ITOT ISHARES TR473 sharesnew addition2026-03-312026-05-15

VB VANGUARD INDEX FDS241 sharesnew addition2026-03-312026-05-15

FRDM EA SERIES TRUST1.1K sharesnew addition2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS98 sharesnew addition2026-03-312026-05-15

PG PROCTER & GAMBLE CO403 sharesnew addition2026-03-312026-05-15

SYK STRYKER CORPORATION176 sharesnew addition2026-03-312026-05-15

PEP PEPSICO INC320 sharesnew addition2026-03-312026-05-15

ALPHABET INC ALPHABET INC170 sharesnew addition2026-03-312026-05-15

Sponsored

CMI CUMMINS INC90 sharesnew addition2026-03-312026-05-15

XOM EXXON MOBIL CORP280 sharesnew addition2026-03-312026-05-15

IWR ISHARES TR486 sharesnew addition2026-03-312026-05-15

COIN COINBASE GLOBAL INC257 sharesnew addition2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP120 sharesnew addition2026-03-312026-05-15

MA MASTERCARD INCORPORATED75 sharesnew addition2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP130 sharesnew addition2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR1.1K sharesnew addition2026-03-312026-05-15

Sponsored

SPTI SPDR SERIES TRUST1.1K sharesnew addition2026-03-312026-05-15

MDYG SPDR SERIES TRUST321 sharesnew addition2026-03-312026-05-15

MKL MARKEL GROUP INC16 sharesnew addition2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS125 sharesnew addition2026-03-312026-05-15

V VISA INC100 sharesnew addition2026-03-312026-05-15

MSFT MICROSOFT CORP80 sharesnew addition2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR1.1K sharesnew addition2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC100 sharesnew addition2026-03-312026-05-15

Sponsored

VFH VANGUARD WORLD FD212 sharesnew addition2026-03-312026-05-15

YUM YUM BRANDS INC150 sharesnew addition2026-03-312026-05-15

ABBV ABBVIE INC100 sharesnew addition2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS251 sharesnew addition2026-03-312026-05-15

IWM ISHARES TR73 sharesnew addition2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW129 sharesnew addition2026-03-312026-05-15

DGRO ISHARES TR237 sharesnew addition2026-03-312026-05-15

SPYM SPDR SERIES TRUST204 sharesnew addition2026-03-312026-05-15

Sponsored

IWP ISHARES TR119 sharesnew addition2026-03-312026-05-15

NWBI NORTHWEST BANCSHARES INC987 sharesnew addition2026-03-312026-05-15

D DOMINION ENERGY INC200 sharesnew addition2026-03-312026-05-15

BTI BRITISH AMERN TOB PLC210 sharesnew addition2026-03-312026-05-15

T AT&T INC387 sharesnew addition2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC112 sharesnew addition2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC216 sharesnew addition2026-03-312026-05-15

ELV ELEVANCE HEALTH INC FORMERLY36 sharesnew addition2026-03-312026-05-15

Sponsored

IJS ISHARES TR89 sharesnew addition2026-03-312026-05-15

IPO RENAISSANCE CAP GREENWICH FD250 sharesnew addition2026-03-312026-05-15

IWO ISHARES TR33 sharesnew addition2026-03-312026-05-15

ABT ABBOTT LABORATORIES100 sharesnew addition2026-03-312026-05-15

MMM 3M CO62 sharesnew addition2026-03-312026-05-15

EEM ISHARES TR150 sharesnew addition2026-03-312026-05-15

GM GENERAL MTRS CO107 sharesnew addition2026-03-312026-05-15

F FORD MTR CO659 sharesnew addition2026-03-312026-05-15

Sponsored

VUG VANGUARD INDEX FDS17 sharesnew addition2026-03-312026-05-15

IEF ISHARES TR66 sharesnew addition2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS75 sharesnew addition2026-03-312026-05-15

ALPS ETF TR ALPS ETF TR60 sharesnew addition2026-03-312026-05-15

IVZ INVESCO LTD125 sharesnew addition2026-03-312026-05-15

WBD WARNER BROS DISCOVERY INC95 sharesnew addition2026-03-312026-05-15

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET57 sharesnew addition2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF41 sharesnew addition2026-03-312026-05-15

Sponsored

PLURI INC PLURI INC350 sharesnew addition2026-03-312026-05-15

KD KYNDRYL HLDGS INC21 sharesnew addition2026-03-312026-05-15

CLOV CLOVER HEALTH INVESTMENTS CO50 sharesnew addition2026-03-312026-05-15

IVV

ISHARES TR

New

Shares28.5K

Event2026-03-31

Filed2026-05-15

DFAI

DIMENSIONAL ETF TRUST

New

Shares264.7K

Event2026-03-31

Filed2026-05-15

USIG

ISHARES TR

New

Shares193.6K

Event2026-03-31

Filed2026-05-15

JIRE

J P MORGAN EXCHANGE TRADED F

New

Shares130.1K

Event2026-03-31

Filed2026-05-15

SPYG

SPDR SERIES TRUST

New

Shares93.2K

Event2026-03-31

Filed2026-05-15

DFAE

DIMENSIONAL ETF TRUST

New

Shares235.5K

Event2026-03-31

Filed2026-05-15

MBB

ISHARES TR

New

Shares83.8K

Event2026-03-31

Filed2026-05-15

SCHR

SCHWAB STRATEGIC TR

New

Shares292.4K

Event2026-03-31

Filed2026-05-15

JAVA

J P MORGAN EXCHANGE TRADED F

New

Shares94.7K

Event2026-03-31

Filed2026-05-15

SPYV

SPDR SERIES TRUST

New

Shares102.7K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

New

Shares36.4K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

New

Shares16.2K

Event2026-03-31

Filed2026-05-15

SCHO

SCHWAB STRATEGIC TR

New

Shares127.9K

Event2026-03-31

Filed2026-05-15

SPMD

SPDR SERIES TRUST

New

Shares38.4K

Event2026-03-31

Filed2026-05-15

SCHV

SCHWAB STRATEGIC TR

New

Shares54.8K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

New

Shares18.5K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

New

Shares7.0K

Event2026-03-31

Filed2026-05-15

IGSB

ISHARES TR

New

Shares23.4K

Event2026-03-31

Filed2026-05-15

MUB

ISHARES TR

New

Shares10.2K

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB STRATEGIC TR

New

Shares35.8K

Event2026-03-31

Filed2026-05-15

DFAS

DIMENSIONAL ETF TRUST

New

Shares14.5K

Event2026-03-31

Filed2026-05-15

SCHM

SCHWAB STRATEGIC TR

New

Shares24.7K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

New

Shares4.5K

Event2026-03-31

Filed2026-05-15

IWB

ISHARES TR

New

Shares1.9K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

New

Shares9.9K

Event2026-03-31

Filed2026-05-15

IWY

ISHARES TR

New

Shares2.6K

Event2026-03-31

Filed2026-05-15

IDEV

ISHARES TR

New

Shares6.4K

Event2026-03-31

Filed2026-05-15

VONG

VANGUARD SCOTTSDALE FDS

New

Shares4.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

New

Shares1.8K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

New

Shares7.2K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

New

Shares18.1K

Event2026-03-31

Filed2026-05-15

IWX

ISHARES TR

New

Shares4.5K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

New

Shares3.2K

Event2026-03-31

Filed2026-05-15

VMBS

VANGUARD SCOTTSDALE FDS

New

Shares7.8K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

New

Shares11.4K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

IXUS

ISHARES TR

New

Shares3.7K

Event2026-03-31

Filed2026-05-15

HEFA

ISHARES TR

New

Shares7.5K

Event2026-03-31

Filed2026-05-15

SPEM

SPDR INDEX SHS FDS

New

Shares6.8K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

New

Shares1.6K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

New

Shares1.3K

Event2026-03-31

Filed2026-05-15

IGIB

ISHARES TR

New

Shares5.5K

Event2026-03-31

Filed2026-05-15

AUB

ATLANTIC UN BANKSHARES CORP

New

Shares7.7K

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

New

Shares4.1K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

New

Shares810

Event2026-03-31

Filed2026-05-15

USMV

ISHARES TR

New

Shares2.2K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

New

Shares2.9K

Event2026-03-31

Filed2026-05-15

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

New

Shares855

Event2026-03-31

Filed2026-05-15

IYW

ISHARES TR

New

Shares850

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

New

Shares354

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

New

Shares1.4K

Event2026-03-31

Filed2026-05-15

EBAY

EBAY INC.

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

New

Shares654

Event2026-03-31

Filed2026-05-15

SHY

ISHARES TR

New

Shares1.6K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares203

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

New

Shares257

Event2026-03-31

Filed2026-05-15

SPSM

SPDR SERIES TRUST

New

Shares2.4K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

New

Shares273

Event2026-03-31

Filed2026-05-15

IJK

ISHARES TR

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

PARKER-HANNIFIN CORP

New

Shares127

Event2026-03-31

Filed2026-05-15

SCHE

SCHWAB STRATEGIC TR

New

Shares3.4K

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO

New

Shares827

Event2026-03-31

Filed2026-05-15

GOVT

ISHARES TR

New

Shares4.2K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

New

Shares3.5K

Event2026-03-31

Filed2026-05-15

IJJ

ISHARES TR

New

Shares620

Event2026-03-31

Filed2026-05-15

JVAL

J P MORGAN EXCHANGE TRADED F

New

Shares1.6K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

New

Shares537

Event2026-03-31

Filed2026-05-15

IJT

ISHARES TR

New

Shares536

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares1.3K

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR

New

Shares473

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

New

Shares241

Event2026-03-31

Filed2026-05-15

FRDM

EA SERIES TRUST

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

New

Shares98

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

New

Shares403

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

New

Shares176

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

New

Shares320

Event2026-03-31

Filed2026-05-15

ALPHABET INC

New

Shares170

Event2026-03-31

Filed2026-05-15

CMI

CUMMINS INC

New

Shares90

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

New

Shares280

Event2026-03-31

Filed2026-05-15

IWR

ISHARES TR

New

Shares486

Event2026-03-31

Filed2026-05-15

COIN

COINBASE GLOBAL INC

New

Shares257

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS CORP

New

Shares120

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

New

Shares75

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP

New

Shares130

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB STRATEGIC TR

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

SPTI

SPDR SERIES TRUST

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

MDYG

SPDR SERIES TRUST

New

Shares321

Event2026-03-31

Filed2026-05-15

MKL

MARKEL GROUP INC

New

Shares16

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares125

Event2026-03-31

Filed2026-05-15

VISA INC

New

Shares100

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

New

Shares80

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB STRATEGIC TR

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

New

Shares100

Event2026-03-31

Filed2026-05-15

VFH

VANGUARD WORLD FD

New

Shares212

Event2026-03-31

Filed2026-05-15

YUM

YUM BRANDS INC

New

Shares150

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

New

Shares100

Event2026-03-31

Filed2026-05-15

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares251

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

New

Shares73

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

New

Shares129

Event2026-03-31

Filed2026-05-15

DGRO

ISHARES TR

New

Shares237

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

New

Shares204

Event2026-03-31

Filed2026-05-15

IWP

ISHARES TR

New

Shares119

Event2026-03-31

Filed2026-05-15

NWBI

NORTHWEST BANCSHARES INC

New

Shares987

Event2026-03-31

Filed2026-05-15

DOMINION ENERGY INC

New

Shares200

Event2026-03-31

Filed2026-05-15

BTI

BRITISH AMERN TOB PLC

New

Shares210

Event2026-03-31

Filed2026-05-15

AT&T INC

New

Shares387

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL SVCS INC

New

Shares112

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

New

Shares216

Event2026-03-31

Filed2026-05-15

ELV

ELEVANCE HEALTH INC FORMERLY

New

Shares36

Event2026-03-31

Filed2026-05-15

IJS

ISHARES TR

New

Shares89

Event2026-03-31

Filed2026-05-15

IPO

RENAISSANCE CAP GREENWICH FD

New

Shares250

Event2026-03-31

Filed2026-05-15

IWO

ISHARES TR

New

Shares33

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

New

Shares100

Event2026-03-31

Filed2026-05-15

MMM

3M CO

New

Shares62

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

New

Shares150

Event2026-03-31

Filed2026-05-15

GENERAL MTRS CO

New

Shares107

Event2026-03-31

Filed2026-05-15

FORD MTR CO

New

Shares659

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

New

Shares17

Event2026-03-31

Filed2026-05-15

IEF

ISHARES TR

New

Shares66

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares75

Event2026-03-31

Filed2026-05-15

ALPS ETF TR

New

Shares60

Event2026-03-31

Filed2026-05-15

IVZ

INVESCO LTD

New

Shares125

Event2026-03-31

Filed2026-05-15

WBD

WARNER BROS DISCOVERY INC

New

Shares95

Event2026-03-31

Filed2026-05-15

GRAYSCALE BITCOIN MINI TR ET

New

Shares57

Event2026-03-31

Filed2026-05-15

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares41

Event2026-03-31

Filed2026-05-15

PLURI INC

New

Shares350

Event2026-03-31

Filed2026-05-15

KYNDRYL HLDGS INC

New

Shares21

Event2026-03-31

Filed2026-05-15

CLOV

CLOVER HEALTH INVESTMENTS CO

New

Shares50

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available