Sponsored

The Analysis of Skyline Advisors, Inc.'s Holdings & P&L

Currently, Skyline Advisors, Inc. holds 120 types of securities in its portfolio with a total value $286.6M. In the most recent quarter, they have increased their positions in N/A (+12.0K shares, valued at $7.2M), CORO (+209.0K shares, valued at $6.7M), N/A (+183.7K shares, valued at $6.6M); decreased their positions in IXUS (-161.9K shares, valued at $14.0M), VTI (-38.0K shares, valued at $12.2M), SCHD (-274.6K shares, valued at $8.4M); initiated new positions in N/A (+12.0K shares, valued at $7.2M), CORO (+209.0K shares, valued at $6.7M), N/A (+183.7K shares, valued at $6.6M).

1M P&L

+4.5M+1.57%

3M P&L

+4.5M+1.58%

HY P&L

+13.5M+4.85%

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/A231.0M

86.5%

2Software - Infrastructure17.2M

6.5%

3Consumer Electronics3.3M

1.2%

Top Industries by Stock Count

1N/A79 stocks

69.9%

2Banks - Diversified3 stocks

2.7%

3Tobacco2 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IUSB ISHARES TR558.5K shares11.76%2026-03-312026-04-20

VTI VANGUARD INDEX FDS65.8K shares-36.61%2026-03-312026-04-20

IXUS ISHARES TR206.7K shares-43.92%2026-03-312026-04-20

MSFT MICROSOFT CORP45.5K shares-0.79%2026-03-312026-04-20

SCHG SCHWAB STRATEGIC TR524.1K shares-8.54%2026-03-312026-04-20

QUAL ISHARES TR77.8K shares-28.86%2026-03-312026-04-20

SCHD SCHWAB STRATEGIC TR381.3K shares-41.87%2026-03-312026-04-20

MUB ISHARES TR109.2K shares-2.78%2026-03-312026-04-20

Sponsored

CGMS CAPITAL GRP FIXED INCM ETF T343.3K shares-34.84%2026-03-312026-04-20

JMUB J P MORGAN EXCHANGE TRADED F155.8K shares10.58%2026-03-312026-04-20

VANGUARD INDEX FDS VANGUARD INDEX FDS12.0K sharesnew addition2026-03-312026-04-20

CORO BLACKROCK ETF TRUST209.0K sharesnew addition2026-03-312026-04-20

BLACKROCK ETF TRUST BLACKROCK ETF TRUST183.7K sharesnew addition2026-03-312026-04-20

DYNF BLACKROCK ETF TRUST103.9K shares469.64%2026-03-312026-04-20

HELO J P MORGAN EXCHANGE TRADED F93.5K shares-49.03%2026-03-312026-04-20

THRO BLACKROCK ETF TRUST130.9K shares2378.36%2026-03-312026-04-20

Sponsored

CGMU CAPITAL GRP FIXED INCM ETF T164.3K shares-4.43%2026-03-312026-04-20

IEMG ISHARES INC52.1K sharesnew addition2026-03-312026-04-20

VGLT VANGUARD SCOTTSDALE FDS64.3K shares44.98%2026-03-312026-04-20

BNDX VANGUARD CHARLOTTE FDS70.9K shares94.09%2026-03-312026-04-20

AAPL APPLE INC13.1K shares-4.05%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.8K shares-27.94%2026-03-312026-04-20

BAI BLACKROCK ETF TRUST95.7K sharesnew addition2026-03-312026-04-20

INMU BLACKROCK ETF TRUST II123.9K shares30.98%2026-03-312026-04-20

Sponsored

JMOM J P MORGAN EXCHANGE TRADED F43.4K sharesnew addition2026-03-312026-04-20

SCHB SCHWAB STRATEGIC TR112.9K shares-2.78%2026-03-312026-04-20

EFV ISHARES TR35.0K sharesnew addition2026-03-312026-04-20

SHLD GLOBAL X FDS33.6K sharesnew addition2026-03-312026-04-20

JMST J P MORGAN EXCHANGE TRADED F41.9K shares-11.73%2026-03-312026-04-20

USXF ISHARES TR37.6K shares7.66%2026-03-312026-04-20

JPST J P MORGAN EXCHANGE TRADED F40.5K shares-63.40%2026-03-312026-04-20

DE DEERE & CO3.6K shares-5.33%2026-03-312026-04-20

Sponsored

ESGV VANGUARD WORLD FD16.4K shares-0.56%2026-03-312026-04-20

SCHP SCHWAB STRATEGIC TR68.5K shares-46.89%2026-03-312026-04-20

ISHARES GOLD TR ISHARES GOLD TR18.4K sharesnew addition2026-03-312026-04-20

AGG ISHARES TR15.8K shares-15.64%2026-03-312026-04-20

SUSC ISHARES TR58.1K sharesnew addition2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION1.3K shares-5.51%2026-03-312026-04-20

LCTU BLACKROCK ETF TRUST18.0K sharesnew addition2026-03-312026-04-20

VSGX VANGUARD WORLD FD15.3K shares-1.64%2026-03-312026-04-20

Sponsored

OWNS TIDAL TRUST III61.9K shares59.50%2026-03-312026-04-20

BAC BANK AMERICA CORP21.0K shares-1.63%2026-03-312026-04-20

VEU VANGUARD INTL EQUITY INDEX F13.4K shares0.01%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS15.6K shares9.14%2026-03-312026-04-20

NVDA NVIDIA CORPORATION5.7K shares0.35%2026-03-312026-04-20

IVV ISHARES TR1.5K shares-0.07%2026-03-312026-04-20

DGRO ISHARES TR13.6K sharesnew addition2026-03-312026-04-20

SMMU PIMCO ETF TR18.1K shares-17.95%2026-03-312026-04-20

Sponsored

DFSB DIMENSIONAL ETF TRUST16.9K shares-26.06%2026-03-312026-04-20

VCR VANGUARD WORLD FD2.3K shares0.22%2026-03-312026-04-20

EUSB ISHARES TR18.2K shares-45.64%2026-03-312026-04-20

XSOE WISDOMTREE TR19.6K shares-44.31%2026-03-312026-04-20

FNDF SCHWAB STRATEGIC TR16.0K sharesnew addition2026-03-312026-04-20

PZA INVESCO EXCH TRADED FD TR II34.0K sharesnew addition2026-03-312026-04-20

PM PHILIP MORRIS INTL INC4.7K shares-0.58%2026-03-312026-04-20

DMXF ISHARES TR9.9K shares-2.84%2026-03-312026-04-20

Sponsored

SO SOUTHERN CO7.5K shares0.00%2026-03-312026-04-20

SBUX STARBUCKS CORP8.0K shares0.04%2026-03-312026-04-20

IWD ISHARES TR3.1K shares0.39%2026-03-312026-04-20

SYSB ISHARES TR7.1K sharesnew addition2026-03-312026-04-20

JEPI J P MORGAN EXCHANGE TRADED F10.9K shares-31.97%2026-03-312026-04-20

MO ALTRIA GROUP INC9.1K shares0.00%2026-03-312026-04-20

EMR EMERSON ELEC CO4.6K shares0.00%2026-03-312026-04-20

IWS ISHARES TR4.0K shares0.30%2026-03-312026-04-20

Sponsored

OEF ISHARES TR1.8K shares-10.21%2026-03-312026-04-20

CLOA BLACKROCK ETF TRUST II10.6K sharesnew addition2026-03-312026-04-20

BINC BLACKROCK ETF TRUST II10.2K sharesnew addition2026-03-312026-04-20

BALI BLACKROCK ETF TRUST16.8K sharesnew addition2026-03-312026-04-20

FRDM EA SERIES TRUST9.2K shares21.91%2026-03-312026-04-20

SIGI SELECTIVE INS GROUP INC6.6K shares0.00%2026-03-312026-04-20

IWP ISHARES TR3.8K shares0.05%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON2.0K shares0.00%2026-03-312026-04-20

Sponsored

BA BOEING CO2.4K shares0.00%2026-03-312026-04-20

IWF ISHARES TR1.1K shares0.09%2026-03-312026-04-20

HIMU BLACKROCK ETF TRUST II9.6K shares15.47%2026-03-312026-04-20

JMSI J P MORGAN EXCHANGE TRADED F9.1K shares0.88%2026-03-312026-04-20

USMV ISHARES TR4.7K shares4.07%2026-03-312026-04-20

CVLC MORGAN STANLEY ETF TRUST5.2K shares-73.09%2026-03-312026-04-20

VBR VANGUARD INDEX FDS1.9K shares0.00%2026-03-312026-04-20

HDV ISHARES TR3.0K sharesnew addition2026-03-312026-04-20

Sponsored

PG PROCTER & GAMBLE CO2.8K shares0.18%2026-03-312026-04-20

ETFS GOLD TR ETFS GOLD TR9.0K shares0.00%2026-03-312026-04-20

NEE NEXTERA ENERGY INC4.3K shares-0.23%2026-03-312026-04-20

TMUS T-MOBILE US INC1.9K shares-11.69%2026-03-312026-04-20

CRWD CROWDSTRIKE HLDGS INC1.0K shares0.00%2026-03-312026-04-20

IWN ISHARES TR2.0K shares0.25%2026-03-312026-04-20

NULG NUSHARES ETF TR4.1K shares-50.01%2026-03-312026-04-20

AMZN AMAZON COM INC1.7K shares1.75%2026-03-312026-04-20

Sponsored

CSCO CISCO SYS INC4.4K shares0.50%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS1.4K shares0.00%2026-03-312026-04-20

MEAR ISHARES U S ETF TR6.6K shares0.09%2026-03-312026-04-20

EVUS ISHARES TR9.9K sharesnew addition2026-03-312026-04-20

STIP ISHARES TR3.0K sharesnew addition2026-03-312026-04-20

JPM JPMORGAN CHASE & CO1.0K shares0.00%2026-03-312026-04-20

VGT VANGUARD WORLD FD432 shares-10.74%2026-03-312026-04-20

NI NISOURCE INC6.4K shares0.00%2026-03-312026-04-20

Sponsored

QLTA ISHARES TR6.2K sharesnew addition2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T445 shares0.23%2026-03-312026-04-20

WMT WALMART INC2.2K shares0.23%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC2.2K shares-0.22%2026-03-312026-04-20

CCEP COCA-COLA EUROPACIFIC PARTNE2.9K shares0.00%2026-03-312026-04-20

EMLC VANECK ETF TRUST10.5K sharesnew addition2026-03-312026-04-20

VTIP VANGUARD MALVERN FDS5.3K shares-0.23%2026-03-312026-04-20

PEP PEPSICO INC1.7K shares0.06%2026-03-312026-04-20

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD5.3K shares0.32%2026-03-312026-04-20

JQUA J P MORGAN EXCHANGE TRADED F4.1K shares0.00%2026-03-312026-04-20

LOW LOWES COS INC1.0K shares0.30%2026-03-312026-04-20

NFLX NETFLIX INC.2.5K shares0.00%2026-03-312026-04-20

VGK VANGUARD INTL EQUITY INDEX F2.8K shares0.50%2026-03-312026-04-20

SCHH SCHWAB STRATEGIC TR10.7K shares0.00%2026-03-312026-04-20

ADBE ADOBE INC931 shares-31.69%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR384 shares0.00%2026-03-312026-04-20

Sponsored

WFC WELLS FARGO & CO2.7K shares-1.15%2026-03-312026-04-20

PNC PNC FINL SVCS GROUP INC1.0K shares0.00%2026-03-312026-04-20

SPG SIMON PPTY GROUP INC NEW1.1K shares1.15%2026-03-312026-04-20

LDUR PIMCO ETF TR2.2K shares-41.03%2026-03-312026-04-20

FGDL FRANKLIN TEMPLETON HOLDINGS3.4K sharesnew addition2026-03-312026-04-20

KLAC KLA CORP138 sharesnew addition2026-03-312026-04-20

VWO VANGUARD INTL EQUITY INDEX F3.7K shares0.00%2026-03-312026-04-20

NOK NOKIA CORP23.8K shares0.00%2026-03-312026-04-20

Sponsored

IUSB

ISHARES TR

11.76%

Shares558.5K

Event2026-03-31

Filed2026-04-20

VTI

VANGUARD INDEX FDS

-36.61%

Shares65.8K

Event2026-03-31

Filed2026-04-20

IXUS

ISHARES TR

-43.92%

Shares206.7K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

-0.79%

Shares45.5K

Event2026-03-31

Filed2026-04-20

SCHG

SCHWAB STRATEGIC TR

-8.54%

Shares524.1K

Event2026-03-31

Filed2026-04-20

QUAL

ISHARES TR

-28.86%

Shares77.8K

Event2026-03-31

Filed2026-04-20

SCHD

SCHWAB STRATEGIC TR

-41.87%

Shares381.3K

Event2026-03-31

Filed2026-04-20

MUB

ISHARES TR

-2.78%

Shares109.2K

Event2026-03-31

Filed2026-04-20

CGMS

CAPITAL GRP FIXED INCM ETF T

-34.84%

Shares343.3K

Event2026-03-31

Filed2026-04-20

JMUB

J P MORGAN EXCHANGE TRADED F

10.58%

Shares155.8K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

New

Shares12.0K

Event2026-03-31

Filed2026-04-20

CORO

BLACKROCK ETF TRUST

New

Shares209.0K

Event2026-03-31

Filed2026-04-20

BLACKROCK ETF TRUST

New

Shares183.7K

Event2026-03-31

Filed2026-04-20

DYNF

BLACKROCK ETF TRUST

469.64%

Shares103.9K

Event2026-03-31

Filed2026-04-20

HELO

J P MORGAN EXCHANGE TRADED F

-49.03%

Shares93.5K

Event2026-03-31

Filed2026-04-20

THRO

BLACKROCK ETF TRUST

2378.36%

Shares130.9K

Event2026-03-31

Filed2026-04-20

CGMU

CAPITAL GRP FIXED INCM ETF T

-4.43%

Shares164.3K

Event2026-03-31

Filed2026-04-20

IEMG

ISHARES INC

New

Shares52.1K

Event2026-03-31

Filed2026-04-20

VGLT

VANGUARD SCOTTSDALE FDS

44.98%

Shares64.3K

Event2026-03-31

Filed2026-04-20

BNDX

VANGUARD CHARLOTTE FDS

94.09%

Shares70.9K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

-4.05%

Shares13.1K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

-27.94%

Shares6.8K

Event2026-03-31

Filed2026-04-20

BAI

BLACKROCK ETF TRUST

New

Shares95.7K

Event2026-03-31

Filed2026-04-20

INMU

BLACKROCK ETF TRUST II

30.98%

Shares123.9K

Event2026-03-31

Filed2026-04-20

JMOM

J P MORGAN EXCHANGE TRADED F

New

Shares43.4K

Event2026-03-31

Filed2026-04-20

SCHB

SCHWAB STRATEGIC TR

-2.78%

Shares112.9K

Event2026-03-31

Filed2026-04-20

EFV

ISHARES TR

New

Shares35.0K

Event2026-03-31

Filed2026-04-20

SHLD

GLOBAL X FDS

New

Shares33.6K

Event2026-03-31

Filed2026-04-20

JMST

J P MORGAN EXCHANGE TRADED F

-11.73%

Shares41.9K

Event2026-03-31

Filed2026-04-20

USXF

ISHARES TR

7.66%

Shares37.6K

Event2026-03-31

Filed2026-04-20

JPST

J P MORGAN EXCHANGE TRADED F

-63.40%

Shares40.5K

Event2026-03-31

Filed2026-04-20

DEERE & CO

-5.33%

Shares3.6K

Event2026-03-31

Filed2026-04-20

ESGV

VANGUARD WORLD FD

-0.56%

Shares16.4K

Event2026-03-31

Filed2026-04-20

SCHP

SCHWAB STRATEGIC TR

-46.89%

Shares68.5K

Event2026-03-31

Filed2026-04-20

ISHARES GOLD TR

New

Shares18.4K

Event2026-03-31

Filed2026-04-20

AGG

ISHARES TR

-15.64%

Shares15.8K

Event2026-03-31

Filed2026-04-20

SUSC

ISHARES TR

New

Shares58.1K

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHOLESALE CORPORATION

-5.51%

Shares1.3K

Event2026-03-31

Filed2026-04-20

LCTU

BLACKROCK ETF TRUST

New

Shares18.0K

Event2026-03-31

Filed2026-04-20

VSGX

VANGUARD WORLD FD

-1.64%

Shares15.3K

Event2026-03-31

Filed2026-04-20

OWNS

TIDAL TRUST III

59.50%

Shares61.9K

Event2026-03-31

Filed2026-04-20

BAC

BANK AMERICA CORP

-1.63%

Shares21.0K

Event2026-03-31

Filed2026-04-20

VEU

VANGUARD INTL EQUITY INDEX F

0.01%

Shares13.4K

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

9.14%

Shares15.6K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

0.35%

Shares5.7K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR

-0.07%

Shares1.5K

Event2026-03-31

Filed2026-04-20

DGRO

ISHARES TR

New

Shares13.6K

Event2026-03-31

Filed2026-04-20

SMMU

PIMCO ETF TR

-17.95%

Shares18.1K

Event2026-03-31

Filed2026-04-20

DFSB

DIMENSIONAL ETF TRUST

-26.06%

Shares16.9K

Event2026-03-31

Filed2026-04-20

VCR

VANGUARD WORLD FD

0.22%

Shares2.3K

Event2026-03-31

Filed2026-04-20

EUSB

ISHARES TR

-45.64%

Shares18.2K

Event2026-03-31

Filed2026-04-20

XSOE

WISDOMTREE TR

-44.31%

Shares19.6K

Event2026-03-31

Filed2026-04-20

FNDF

SCHWAB STRATEGIC TR

New

Shares16.0K

Event2026-03-31

Filed2026-04-20

PZA

INVESCO EXCH TRADED FD TR II

New

Shares34.0K

Event2026-03-31

Filed2026-04-20

PHILIP MORRIS INTL INC

-0.58%

Shares4.7K

Event2026-03-31

Filed2026-04-20

DMXF

ISHARES TR

-2.84%

Shares9.9K

Event2026-03-31

Filed2026-04-20

SOUTHERN CO

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-20

SBUX

STARBUCKS CORP

0.04%

Shares8.0K

Event2026-03-31

Filed2026-04-20

IWD

ISHARES TR

0.39%

Shares3.1K

Event2026-03-31

Filed2026-04-20

SYSB

ISHARES TR

New

Shares7.1K

Event2026-03-31

Filed2026-04-20

JEPI

J P MORGAN EXCHANGE TRADED F

-31.97%

Shares10.9K

Event2026-03-31

Filed2026-04-20

ALTRIA GROUP INC

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-20

EMR

EMERSON ELEC CO

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-20

IWS

ISHARES TR

0.30%

Shares4.0K

Event2026-03-31

Filed2026-04-20

OEF

ISHARES TR

-10.21%

Shares1.8K

Event2026-03-31

Filed2026-04-20

CLOA

BLACKROCK ETF TRUST II

New

Shares10.6K

Event2026-03-31

Filed2026-04-20

BINC

BLACKROCK ETF TRUST II

New

Shares10.2K

Event2026-03-31

Filed2026-04-20

BALI

BLACKROCK ETF TRUST

New

Shares16.8K

Event2026-03-31

Filed2026-04-20

FRDM

EA SERIES TRUST

21.91%

Shares9.2K

Event2026-03-31

Filed2026-04-20

SIGI

SELECTIVE INS GROUP INC

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-20

IWP

ISHARES TR

0.05%

Shares3.8K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-20

BOEING CO

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-20

IWF

ISHARES TR

0.09%

Shares1.1K

Event2026-03-31

Filed2026-04-20

HIMU

BLACKROCK ETF TRUST II

15.47%

Shares9.6K

Event2026-03-31

Filed2026-04-20

JMSI

J P MORGAN EXCHANGE TRADED F

0.88%

Shares9.1K

Event2026-03-31

Filed2026-04-20

USMV

ISHARES TR

4.07%

Shares4.7K

Event2026-03-31

Filed2026-04-20

CVLC

MORGAN STANLEY ETF TRUST

-73.09%

Shares5.2K

Event2026-03-31

Filed2026-04-20

VBR

VANGUARD INDEX FDS

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-20

HDV

ISHARES TR

New

Shares3.0K

Event2026-03-31

Filed2026-04-20

PROCTER & GAMBLE CO

0.18%

Shares2.8K

Event2026-03-31

Filed2026-04-20

ETFS GOLD TR

0.00%

Shares9.0K

Event2026-03-31

Filed2026-04-20

NEE

NEXTERA ENERGY INC

-0.23%

Shares4.3K

Event2026-03-31

Filed2026-04-20

TMUS

T-MOBILE US INC

-11.69%

Shares1.9K

Event2026-03-31

Filed2026-04-20

CRWD

CROWDSTRIKE HLDGS INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-20

IWN

ISHARES TR

0.25%

Shares2.0K

Event2026-03-31

Filed2026-04-20

NULG

NUSHARES ETF TR

-50.01%

Shares4.1K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

1.75%

Shares1.7K

Event2026-03-31

Filed2026-04-20

CSCO

CISCO SYS INC

0.50%

Shares4.4K

Event2026-03-31

Filed2026-04-20

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-20

MEAR

ISHARES U S ETF TR

0.09%

Shares6.6K

Event2026-03-31

Filed2026-04-20

EVUS

ISHARES TR

New

Shares9.9K

Event2026-03-31

Filed2026-04-20

STIP

ISHARES TR

New

Shares3.0K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-20

VGT

VANGUARD WORLD FD

-10.74%

Shares432

Event2026-03-31

Filed2026-04-20

NISOURCE INC

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-20

QLTA

ISHARES TR

New

Shares6.2K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

0.23%

Shares445

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

0.23%

Shares2.2K

Event2026-03-31

Filed2026-04-20

MERCK & CO INC

-0.22%

Shares2.2K

Event2026-03-31

Filed2026-04-20

CCEP

COCA-COLA EUROPACIFIC PARTNE

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-20

EMLC

VANECK ETF TRUST

New

Shares10.5K

Event2026-03-31

Filed2026-04-20

VTIP

VANGUARD MALVERN FDS

-0.23%

Shares5.3K

Event2026-03-31

Filed2026-04-20

PEP

PEPSICO INC

0.06%

Shares1.7K

Event2026-03-31

Filed2026-04-20

FVD

FIRST TR EXCHANGE-TRADED FD

0.32%

Shares5.3K

Event2026-03-31

Filed2026-04-20

JQUA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-20

LOW

LOWES COS INC

0.30%

Shares1.0K

Event2026-03-31

Filed2026-04-20

NFLX

NETFLIX INC.

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-20

VGK

VANGUARD INTL EQUITY INDEX F

0.50%

Shares2.8K

Event2026-03-31

Filed2026-04-20

SCHH

SCHWAB STRATEGIC TR

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-20

ADBE

ADOBE INC

-31.69%

Shares931

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR

0.00%

Shares384

Event2026-03-31

Filed2026-04-20

WFC

WELLS FARGO & CO

-1.15%

Shares2.7K

Event2026-03-31

Filed2026-04-20

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-20

SPG

SIMON PPTY GROUP INC NEW

1.15%

Shares1.1K

Event2026-03-31

Filed2026-04-20

LDUR

PIMCO ETF TR

-41.03%

Shares2.2K

Event2026-03-31

Filed2026-04-20

FGDL

FRANKLIN TEMPLETON HOLDINGS

New

Shares3.4K

Event2026-03-31

Filed2026-04-20

KLAC

KLA CORP

New

Shares138

Event2026-03-31

Filed2026-04-20

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-20

NOK

NOKIA CORP

0.00%

Shares23.8K

Event2026-03-31

Filed2026-04-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available