Sponsored

The Analysis of SPIREPOINT PRIVATE CLIENT, LLC's Holdings & P&L

Currently, SPIREPOINT PRIVATE CLIENT, LLC holds 322 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in N/A (+42.0K shares, valued at $5.5M), KLAC (+3.5K shares, valued at $5.1M), N/A (+22.7K shares, valued at $4.8M); decreased their positions in XLU (-317.7K shares, valued at $14.6M), N/A (-17.2K shares, valued at $10.3M), LMT (-14.8K shares, valued at $8.9M); initiated new positions in MSGE (+82.2K shares, valued at $4.8M), ARES (+36.4K shares, valued at $4.0M), SOFI (+201.6K shares, valued at $3.2M).

1M P&L

-6.6M-0.68%

3M P&L

-20.9M-2.12%

HY P&L

+33.8M+3.64%

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/A139.7M

16.2%

2Integrated Freight & Logistics101.0M

11.7%

3Software - Infrastructure78.2M

9.1%

Top Industries by Stock Count

1N/A78 stocks

27.3%

2Software - Application10 stocks

3.5%

3Aerospace & Defense9 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

UPS UNITED PARCEL SVCS INC1.0M shares0.00%2026-03-312026-04-22

AAPL APPLE INC172.1K shares1.23%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS53.1K shares-24.49%2026-03-312026-04-22

BROADCOM INC BROADCOM INC101.6K shares9.31%2026-03-312026-04-22

MSFT MICROSOFT CORP82.4K shares3.80%2026-03-312026-04-22

CLH CLEAN HARBORS INC106.0K shares0.18%2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INC206.6K shares0.97%2026-03-312026-04-22

ALPHABET INC ALPHABET INC97.2K shares2.78%2026-03-312026-04-22

Sponsored

JNJ JOHNSON & JOHNSON109.4K shares2.32%2026-03-312026-04-22

NVDA NVIDIA CORPORATION149.3K shares1.54%2026-03-312026-04-22

ALPS ETF TR ALPS ETF TR424.9K shares13.78%2026-03-312026-04-22

AMZN AMAZON COM INC101.2K shares6.41%2026-03-312026-04-22

LLY ELI LILLY & CO19.9K shares5.04%2026-03-312026-04-22

NEE NEXTERA ENERGY INC194.8K shares4.03%2026-03-312026-04-22

XOM EXXON MOBIL CORP106.1K shares3.21%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR131.2K shares6.44%2026-03-312026-04-22

Sponsored

CVX CHEVRON CORPORATION77.7K shares8.62%2026-03-312026-04-22

BND VANGUARD BD INDEX FDS205.4K shares17.64%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS66.3K shares6.05%2026-03-312026-04-22

TJX TJX COS INC NEW85.4K shares3.38%2026-03-312026-04-22

WMT WALMART INC108.3K shares5.31%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL26.4K shares9.13%2026-03-312026-04-22

NOC NORTHROP GRUMMAN CORP17.5K shares3.69%2026-03-312026-04-22

V VISA INC38.7K shares4.67%2026-03-312026-04-22

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP33.9K shares7.21%2026-03-312026-04-22

PANW PALO ALTO NETWORKS INC71.5K shares7.17%2026-03-312026-04-22

GILD GILEAD SCIENCES INC80.4K shares5.31%2026-03-312026-04-22

ABBV ABBVIE INC49.5K shares3.21%2026-03-312026-04-22

SO SOUTHERN CO104.5K shares7.03%2026-03-312026-04-22

VTEB VANGUARD MUN BD FDS198.0K shares3.28%2026-03-312026-04-22

AXON AXON ENTERPRISE INC23.2K shares14.21%2026-03-312026-04-22

TMO THERMO FISHER SCIENTIFIC INC19.3K shares50.49%2026-03-312026-04-22

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP43.3K shares110.06%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO29.2K shares-1.25%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION8.3K shares-4.43%2026-03-312026-04-22

MA MASTERCARD INCORPORATED15.7K shares8.04%2026-03-312026-04-22

JEPI J P MORGAN EXCHANGE TRADED F136.4K shares10.76%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR13.0K shares-0.01%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC8.8K shares0.13%2026-03-312026-04-22

PG PROCTER & GAMBLE CO51.0K shares0.42%2026-03-312026-04-22

Sponsored

UBER UBER TECHNOLOGIES INC99.8K shares14.34%2026-03-312026-04-22

BSX BOSTON SCIENTIFIC CORP105.7K shares12.34%2026-03-312026-04-22

RIVN RIVIAN AUTOMOTIVE INC432.0K shares0.00%2026-03-312026-04-22

ALPHABET INC ALPHABET INC21.2K shares4.53%2026-03-312026-04-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW43.8K shares2360.00%2026-03-312026-04-22

RCL ROYAL CARIBBEAN GROUP20.4K shares-8.97%2026-03-312026-04-22

KLAC KLA CORP3.7K shares1636.62%2026-03-312026-04-22

IWF ISHARES TR12.6K shares0.00%2026-03-312026-04-22

Sponsored

PSTG EVERPURE INC90.4K shares0.00%2026-03-312026-04-22

AJG GALLAGHER ARTHUR J & CO24.2K shares10.35%2026-03-312026-04-22

ORLY OREILLY AUTOMOTIVE INC56.5K shares-0.03%2026-03-312026-04-22

MSGE MADISON SQUARE GARDEN ENTMT82.2K sharesnew addition2026-03-312026-04-22

SGI SOMNIGROUP INTERNATIONAL INC58.1K shares2.09%2026-03-312026-04-22

OTIS OTIS WORLDWIDE CORP52.0K shares17.55%2026-03-312026-04-22

XLE SELECT SECTOR SPDR TR64.9K shares-0.16%2026-03-312026-04-22

ARES ARES MANAGEMENT CORPORATION36.4K sharesnew addition2026-03-312026-04-22

Sponsored

KTOS KRATOS DEFENSE & SEC SOLUTIO50.5K shares1172.43%2026-03-312026-04-22

XLU SELECT SECTOR SPDR TR74.8K shares-80.95%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T5.1K shares-4.45%2026-03-312026-04-22

VFLO VICTORY PORTFOLIOS II84.1K shares4.71%2026-03-312026-04-22

MGK VANGUARD WORLD FD9.0K shares0.66%2026-03-312026-04-22

SOFI SOFI TECHNOLOGIES INC201.6K sharesnew addition2026-03-312026-04-22

XYZ BLOCK INC52.5K shares0.00%2026-03-312026-04-22

IVW ISHARES TR27.8K shares-1.44%2026-03-312026-04-22

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP87.2K shares0.33%2026-03-312026-04-22

META META PLATFORMS INC5.2K shares0.99%2026-03-312026-04-22

EMR EMERSON ELEC CO22.1K shares0.24%2026-03-312026-04-22

RECS COLUMBIA ETF TR I73.6K shares5.09%2026-03-312026-04-22

CMG CHIPOTLE MEXICAN GRILL INC85.5K shares-0.49%2026-03-312026-04-22

BLACKROCK INC BLACKROCK INC2.8K shares2.44%2026-03-312026-04-22

MIAX MIAMI INTL HLDGS INC68.9K sharesnew addition2026-03-312026-04-22

HD HOME DEPOT INC7.8K shares13.39%2026-03-312026-04-22

Sponsored

IJH ISHARES TR36.1K shares50.16%2026-03-312026-04-22

CITIGROUP INC CITIGROUP INC20.8K shares-4.24%2026-03-312026-04-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND11.9K shares0.39%2026-03-312026-04-22

IVV ISHARES TR3.5K shares-33.11%2026-03-312026-04-22

IWD ISHARES TR10.6K shares0.00%2026-03-312026-04-22

ARISTA NETWORKS INC ARISTA NETWORKS INC18.3K shares0.15%2026-03-312026-04-22

ITW ILLINOIS TOOL WKS INC8.1K shares-0.25%2026-03-312026-04-22

DGRO ISHARES TR28.9K shares-34.84%2026-03-312026-04-22

Sponsored

PSLV SPROTT ASSET MANAGEMENT LP81.3K shares-15.53%2026-03-312026-04-22

AMGN AMGEN INC5.6K shares-4.74%2026-03-312026-04-22

NKE NIKE INC36.0K shares-0.41%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC11.3K shares11.27%2026-03-312026-04-22

SPYM SPDR SERIES TRUST24.1K shares3.11%2026-03-312026-04-22

CSCO CISCO SYS INC22.9K shares2.76%2026-03-312026-04-22

SRE SEMPRA18.1K shares-0.70%2026-03-312026-04-22

LINDE PLC LINDE PLC3.4K shares-2.70%2026-03-312026-04-22

Sponsored

AXP AMERICAN EXPRESS CO5.4K shares-1.03%2026-03-312026-04-22

PEP PEPSICO INC10.4K shares-1.80%2026-03-312026-04-22

NOBL PROSHARES TR15.1K shares-1.89%2026-03-312026-04-22

ORCL ORACLE CORP10.7K shares-3.63%2026-03-312026-04-22

IJR ISHARES TR12.6K shares5.78%2026-03-312026-04-22

BAC BANK AMERICA CORP31.3K shares-1.20%2026-03-312026-04-22

CAT CATERPILLAR INC2.1K shares-0.19%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC4.4K shares-0.85%2026-03-312026-04-22

Sponsored

VONG VANGUARD SCOTTSDALE FDS13.5K shares3.63%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC4.1K shares0.25%2026-03-312026-04-22

MCD MCDONALDS CORP4.6K shares-0.58%2026-03-312026-04-22

UNILEVER PLC UNILEVER PLC25.2K shares-1.58%2026-03-312026-04-22

ROK ROCKWELL AUTOMATION INC3.9K shares0.00%2026-03-312026-04-22

TSLA TESLA INC3.7K shares-4.44%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC11.5K shares1.58%2026-03-312026-04-22

VSCO VICTORIAS SECRET AND CO28.8K shares0.00%2026-03-312026-04-22

Sponsored

ADP AUTOMATIC DATA PROCESSING IN6.5K shares5.37%2026-03-312026-04-22

LOW LOWES COS INC5.5K shares-1.81%2026-03-312026-04-22

BKGI BNY MELLON ETF TRUST29.3K sharesnew addition2026-03-312026-04-22

RTX RTX CORPORATION6.5K shares-2.50%2026-03-312026-04-22

CELESTICA INC CELESTICA INC4.4K shares0.07%2026-03-312026-04-22

STRL STERLING INFRASTRUCTURE INC3.0K shares12.19%2026-03-312026-04-22

KO COCA COLA CO15.8K shares-0.25%2026-03-312026-04-22

AR ANTERO RESOURCES CORP28.2K shares0.00%2026-03-312026-04-22

Sponsored

LMT LOCKHEED MARTIN CORP2.0K shares-88.24%2026-03-312026-04-22

NSC NORFOLK SOUTHN CORP4.0K shares0.00%2026-03-312026-04-22

HON HONEYWELL INTL INC5.0K shares-3.77%2026-03-312026-04-22

AME AMETEK INC5.0K shares-1.29%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS4.3K shares-0.79%2026-03-312026-04-22

TM TOYOTA MOTOR CORP5.0K shares0.00%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS15.8K shares0.00%2026-03-312026-04-22

APP APPLOVIN CORP2.5K shares2.28%2026-03-312026-04-22

Sponsored

BBY BEST BUY INC15.5K shares0.00%2026-03-312026-04-22

MOD MODINE MFG CO4.6K shares-0.39%2026-03-312026-04-22

GSLC GOLDMAN SACHS ETF TR7.8K shares-3.95%2026-03-312026-04-22

SYK STRYKER CORPORATION2.9K shares-12.23%2026-03-312026-04-22

SOUTHSTATE BK CORP SOUTHSTATE BK CORP10.4K shares0.00%2026-03-312026-04-22

QQQJ INVESCO EXCH TRADED FD TR II26.1K shares1.10%2026-03-312026-04-22

CL COLGATE PALMOLIVE CO10.9K shares0.00%2026-03-312026-04-22

TT TRANE TECHNOLOGIES PLC2.2K shares-3.32%2026-03-312026-04-22

Sponsored

SHW SHERWIN WILLIAMS CO2.8K shares-5.37%2026-03-312026-04-22

HDV ISHARES TR6.6K shares5.03%2026-03-312026-04-22

TXN TEXAS INSTRS INC4.5K shares4.05%2026-03-312026-04-22

PGR PROGRESSIVE CORP4.4K shares2.77%2026-03-312026-04-22

ABT ABBOTT LABORATORIES8.5K shares-17.98%2026-03-312026-04-22

BWXT BWX TECHNOLOGIES INC4.3K shares28.02%2026-03-312026-04-22

VB VANGUARD INDEX FDS3.3K shares34.31%2026-03-312026-04-22

VYMI VANGUARD WHITEHALL FDS9.1K sharesnew addition2026-03-312026-04-22

Sponsored

FIX COMFORT SYS USA INC613 shares-0.49%2026-03-312026-04-22

RY ROYAL BK CDA5.1K shares0.00%2026-03-312026-04-22

IWR ISHARES TR8.5K shares0.00%2026-03-312026-04-22

ADI ANALOG DEVICES INC2.6K shares-12.90%2026-03-312026-04-22

FCX FREEPORT MCMORAN INC13.9K shares-2.93%2026-03-312026-04-22

EFAV ISHARES TR8.9K shares0.00%2026-03-312026-04-22

RPV INVESCO EXCHANGE TRADED FD T7.5K shares-0.54%2026-03-312026-04-22

VTI VANGUARD INDEX FDS2.5K shares1.18%2026-03-312026-04-22

Sponsored

GLD SPDR GOLD TR1.9K shares8.86%2026-03-312026-04-22

MU MICRON TECHNOLOGY INC2.3K shares25.75%2026-03-312026-04-22

PARR PAR PAC HOLDINGS INC12.3K shares65.61%2026-03-312026-04-22

VBR VANGUARD INDEX FDS3.4K shares34.48%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.8K shares160.05%2026-03-312026-04-22

FI FISERV INC12.9K shares0.12%2026-03-312026-04-22

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-22

SBUX STARBUCKS CORP7.8K shares2.45%2026-03-312026-04-22

Sponsored

KKR & CO INC KKR & CO INC7.5K shares-0.84%2026-03-312026-04-22

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.8K shares1.15%2026-03-312026-04-22

URI UNITED RENTALS INC939 shares0.00%2026-03-312026-04-22

WFC WELLS FARGO & CO8.6K shares11.09%2026-03-312026-04-22

XLV SELECT SECTOR SPDR TR4.6K shares0.63%2026-03-312026-04-22

PLD PROLOGIS INC.5.0K shares-8.52%2026-03-312026-04-22

AGX ARGAN INC1.2K shares-0.65%2026-03-312026-04-22

AEP AMERICAN ELEC PWR CO INC5.0K shares2.33%2026-03-312026-04-22

Sponsored

PAYC PAYCOM SOFTWARE INC5.3K shares0.09%2026-03-312026-04-22

CPB THE CAMPBELLS COMPANY28.6K shares-1.62%2026-03-312026-04-22

SPGI S&P GLOBAL INC1.5K shares-14.51%2026-03-312026-04-22

BLACKSTONE INC BLACKSTONE INC5.4K shares14.08%2026-03-312026-04-22

NUE NUCOR CORP3.6K shares-10.36%2026-03-312026-04-22

AMAT APPLIED MATLS INC1.7K shares4.92%2026-03-312026-04-22

WELL WELLTOWER INC3.0K shares-6.71%2026-03-312026-04-22

PWR QUANTA SVCS INC1.1K shares-1.99%2026-03-312026-04-22

Sponsored

LNG CHENIERE ENERGY INC2.1K shares0.34%2026-03-312026-04-22

GSY INVESCO ACTIVELY MANAGED EXC11.7K shares0.00%2026-03-312026-04-22

IVE ISHARES TR2.7K shares-7.32%2026-03-312026-04-22

VIOO VANGUARD ADMIRAL FDS INC5.0K shares57.17%2026-03-312026-04-22

TFLO ISHARES TR11.2K shares0.00%2026-03-312026-04-22

ALL ALLSTATE CORP2.7K shares-1.77%2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC2.1K shares-5.66%2026-03-312026-04-22

ISRG INTUITIVE SURGICAL INC1.2K shares-6.86%2026-03-312026-04-22

Sponsored

RMT ROYCE MICRO-CAP TR INC47.9K shares15.84%2026-03-312026-04-22

VOT VANGUARD INDEX FDS2.1K shares0.00%2026-03-312026-04-22

VGT VANGUARD WORLD FD759 shares0.00%2026-03-312026-04-22

APD AIR PRODUCTS AND CHEMICALS I1.8K shares-12.26%2026-03-312026-04-22

MET METLIFE INC7.4K shares-8.99%2026-03-312026-04-22

GRMN GARMIN LTD2.2K shares-11.61%2026-03-312026-04-22

CRWD CROWDSTRIKE HLDGS INC1.3K shares9.45%2026-03-312026-04-22

MCO MOODYS CORP1.2K shares-3.36%2026-03-312026-04-22

Sponsored

PFGC PERFORMANCE FOOD GROUP CO6.0K shares-1.67%2026-03-312026-04-22

GE AEROSPACE GE AEROSPACE1.8K shares-4.05%2026-03-312026-04-22

FANG DIAMONDBACK ENERGY INC2.5K shares-21.50%2026-03-312026-04-22

NFLX NETFLIX INC.5.1K shares-3.38%2026-03-312026-04-22

DLR DIGITAL RLTY TR INC2.7K shares-7.99%2026-03-312026-04-22

RVT ROYCE SMALL CAP TRUST INC29.2K shares23.63%2026-03-312026-04-22

BURL BURLINGTON STORES INC1.5K shares32.19%2026-03-312026-04-22

IEFA ISHARES TR5.2K shares0.00%2026-03-312026-04-22

Sponsored

PNC PNC FINL SVCS GROUP INC2.2K shares-0.58%2026-03-312026-04-22

IBKR INTERACTIVE BROKERS GROUP IN6.8K shares-0.22%2026-03-312026-04-22

CEG CONSTELLATION ENERGY CORP1.6K shares-14.32%2026-03-312026-04-22

VUG VANGUARD INDEX FDS1.0K shares0.00%2026-03-312026-04-22

MDLZ MONDELEZ INTL INC7.8K shares-18.68%2026-03-312026-04-22

CCJ CAMECO CORP4.1K sharesnew addition2026-03-312026-04-22

USFD US FOODS HLDG CORP4.9K shares21.99%2026-03-312026-04-22

LYFT LYFT INC33.5K sharesnew addition2026-03-312026-04-22

Sponsored

IEMG ISHARES INC6.3K shares-5.43%2026-03-312026-04-22

UNP UNION PAC CORP1.8K shares-14.27%2026-03-312026-04-22

RSG REPUBLIC SVCS INC2.0K shares-2.96%2026-03-312026-04-22

PKG PACKAGING CORP AMER2.0K shares25.79%2026-03-312026-04-22

UMBF UMB FINL CORP3.8K shares38.91%2026-03-312026-04-22

BA BOEING CO2.1K shares-5.59%2026-03-312026-04-22

XLP SELECT SECTOR SPDR TR5.0K shares-2.04%2026-03-312026-04-22

SPXC SPX TECHNOLOGIES INC2.1K shares26.57%2026-03-312026-04-22

Sponsored

T AT&T INC14.2K shares3.15%2026-03-312026-04-22

HBAN HUNTINGTON BANCSHARES INC25.7K shares2.10%2026-03-312026-04-22

THC TENET HEALTHCARE CORP2.1K shares37.66%2026-03-312026-04-22

COIN COINBASE GLOBAL INC2.3K shares-12.77%2026-03-312026-04-22

CARR CARRIER GLOBAL CORPORATION7.0K shares4.94%2026-03-312026-04-22

IOT SAMSARA INC12.4K sharesnew addition2026-03-312026-04-22

PH PARKER-HANNIFIN CORP440 shares1.62%2026-03-312026-04-22

CB CHUBB LTD SWITZ1.2K shares-5.41%2026-03-312026-04-22

Sponsored

ACM AECOM4.6K shares75.87%2026-03-312026-04-22

MFC MANULIFE FINL CORP11.3K shares0.90%2026-03-312026-04-22

ZION ZIONS BANCORPORATION NATL AS6.8K shares18.29%2026-03-312026-04-22

DIS DISNEY WALT CO4.0K shares14.42%2026-03-312026-04-22

IDCC INTERDIGITAL INC1.3K shares33.26%2026-03-312026-04-22

ITRN ITURAN LOCATION AND CONTROL7.8K shares-0.86%2026-03-312026-04-22

LHX L3HARRIS TECHNOLOGIES INC1.1K shares-0.18%2026-03-312026-04-22

HIMS HIMS & HERS HEALTH INC18.0K shares88.42%2026-03-312026-04-22

Sponsored

MLI MUELLER INDS INC3.4K sharesnew addition2026-03-312026-04-22

EXR EXTRA SPACE STORAGE INC2.8K shares-7.05%2026-03-312026-04-22

IPAC ISHARES TR4.8K sharesnew addition2026-03-312026-04-22

PAYX PAYCHEX INC4.0K shares-1.76%2026-03-312026-04-22

DE DEERE & CO649 shares0.00%2026-03-312026-04-22

NET CLOUDFLARE INC1.7K shares0.00%2026-03-312026-04-22

ED CONSOLIDATED EDISON INC3.2K shares-2.11%2026-03-312026-04-22

PENGUIN SOLUTIONS INC PENGUIN SOLUTIONS INC20.2K shares47.54%2026-03-312026-04-22

Sponsored

MEDTRONIC PLC MEDTRONIC PLC4.1K shares-14.49%2026-03-312026-04-22

ICE INTERCONTINENTAL EXCHANGE IN2.2K shares2.69%2026-03-312026-04-22

IWM ISHARES TR1.4K shares-6.64%2026-03-312026-04-22

GEV GE VERNOVA INC391 shares-6.90%2026-03-312026-04-22

ECL ECOLAB INC1.3K shares0.63%2026-03-312026-04-22

DHR DANAHER CORP DEL1.8K shares-1.54%2026-03-312026-04-22

IJT ISHARES TR2.3K shares0.00%2026-03-312026-04-22

VGK VANGUARD INTL EQUITY INDEX F4.1K sharesnew addition2026-03-312026-04-22

Sponsored

VZ VERIZON COMMUNICATIONS INC6.7K shares-29.26%2026-03-312026-04-22

DRAFTKINGS INC NEW DRAFTKINGS INC NEW15.4K shares66.48%2026-03-312026-04-22

AZO AUTOZONE INC98 shares-1.01%2026-03-312026-04-22

BSTZ BLACKROCK SCIENCE & TECHNOLO14.9K shares11.21%2026-03-312026-04-22

BABA ALIBABA GROUP HLDG LTD2.6K shares20.19%2026-03-312026-04-22

TMUS T-MOBILE US INC1.5K shares-8.18%2026-03-312026-04-22

NDSN NORDSON CORP1.2K shares-2.32%2026-03-312026-04-22

WRB BERKLEY W R CORP4.7K shares-6.46%2026-03-312026-04-22

Sponsored

MS MORGAN STANLEY1.9K shares-0.64%2026-03-312026-04-22

PIPER SANDLER COMPANIES PIPER SANDLER COMPANIES4.0K sharesnew addition2026-03-312026-04-22

CCL CARNIVAL CORP11.8K shares-2.53%2026-03-312026-04-22

LEU CENTRUS ENERGY CORP1.7K sharesnew addition2026-03-312026-04-22

WM WASTE MGMT INC DEL1.3K shares6.59%2026-03-312026-04-22

EMXC ISHARES INC3.7K sharesnew addition2026-03-312026-04-22

QCOM QUALCOMM INC2.3K shares-22.53%2026-03-312026-04-22

DOV DOVER CORP1.4K shares-7.74%2026-03-312026-04-22

Sponsored

TIGR UP FINTECH HLDG LTD45.7K shares50.80%2026-03-312026-04-22

LIF LIFE360 INC7.0K shares95.47%2026-03-312026-04-22

AVAV AEROVIRONMENT INC1.6K shares36.23%2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC1.4K shares-2.93%2026-03-312026-04-22

W WAYFAIR INC3.7K sharesnew addition2026-03-312026-04-22

DVY ISHARES TR1.8K shares-0.81%2026-03-312026-04-22

RDDT REDDIT INC2.0K sharesnew addition2026-03-312026-04-22

JCI JOHNSON CONTROLS INTERNATION2.1K shares-13.33%2026-03-312026-04-22

Sponsored

AIO VIRTUS ARTIFICIAL INTELLIGEN12.7K shares30.22%2026-03-312026-04-22

MMC MARSH & MCLENNAN COS INC1.6K shares-48.79%2026-03-312026-04-22

LPLA LPL FINL HLDGS INC896 shares-15.71%2026-03-312026-04-22

CMRE COSTAMARE INC15.9K shares2.08%2026-03-312026-04-22

SHOP SHOPIFY INC2.3K shares-7.36%2026-03-312026-04-22

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.3K shares-2.27%2026-03-312026-04-22

MTB M & T BK CORP1.3K shares4.01%2026-03-312026-04-22

GLW CORNING INC1.9K sharesnew addition2026-03-312026-04-22

Sponsored

KMB KIMBERLY-CLARK CORP2.7K shares0.19%2026-03-312026-04-22

HOOD ROBINHOOD MKTS INC3.7K shares75.76%2026-03-312026-04-22

VFH VANGUARD WORLD FD2.1K shares0.00%2026-03-312026-04-22

ALLE ALLEGION PLC1.8K shares-12.88%2026-03-312026-04-22

TDY TELEDYNE TECHNOLOGIES INC422 shares-7.46%2026-03-312026-04-22

ROL ROLLINS INC4.8K shares-3.81%2026-03-312026-04-22

WMB WILLIAMS COS INC3.5K sharesnew addition2026-03-312026-04-22

VHT VANGUARD WORLD FD925 shares0.00%2026-03-312026-04-22

Sponsored

TRV TRAVELERS COMPANIES INC861 shares-1.94%2026-03-312026-04-22

CMI CUMMINS INC466 shares-0.85%2026-03-312026-04-22

CSL CARLISLE COS INC742 shares0.00%2026-03-312026-04-22

EEM ISHARES TR4.3K sharesnew addition2026-03-312026-04-22

ZWS ZURN ELKAY WATER SOLNS CORP5.4K shares-5.65%2026-03-312026-04-22

ASML ASML HLDG NV182 sharesnew addition2026-03-312026-04-22

SDY SPDR SERIES TRUST1.6K shares-4.19%2026-03-312026-04-22

TFC TRUIST FINL CORP5.2K shares0.00%2026-03-312026-04-22

Sponsored

OKLO OKLO INC4.8K shares67.38%2026-03-312026-04-22

ULS UL SOLUTIONS INC2.8K shares-3.55%2026-03-312026-04-22

AON PLC AON PLC735 shares0.00%2026-03-312026-04-22

DIA STATE STR SPDR DOW JONES IND507 shares-1.93%2026-03-312026-04-22

SCHW SCHWAB CHARLES CORP2.5K shares14.88%2026-03-312026-04-22

PPG PPG INDS INC2.2K shares0.00%2026-03-312026-04-22

PDX PIMCO DYNAMIC INCOME STRATEG10.3K shares0.00%2026-03-312026-04-22

IRM IRON MTN INC DEL2.2K shares-10.51%2026-03-312026-04-22

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC1.1K sharesnew addition2026-03-312026-04-22

PSX PHILLIPS 661.2K sharesnew addition2026-03-312026-04-22

AFL AFLAC INC2.0K shares-2.42%2026-03-312026-04-22

YUM YUM BRANDS INC1.4K shares-2.25%2026-03-312026-04-22

EIS ISHARES INC1.9K shares0.00%2026-03-312026-04-22

ADBE ADOBE INC883 shares-13.43%2026-03-312026-04-22

TYG TORTOISE ENERGY INFRSTRCTR C4.3K sharesnew addition2026-03-312026-04-22

COP CONOCOPHILLIPS1.6K sharesnew addition2026-03-312026-04-22

Sponsored

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.0K shares-3.40%2026-03-312026-04-22

EME EMCOR GROUP INC289 sharesnew addition2026-03-312026-04-22

O REALTY INCOME CORP3.5K sharesnew addition2026-03-312026-04-22

THE CIGNA GROUP THE CIGNA GROUP783 shares-31.26%2026-03-312026-04-22

GWW WW GRAINGER INC191 sharesnew addition2026-03-312026-04-22

EMC GLOBAL X FDS6.7K sharesnew addition2026-03-312026-04-22

VO VANGUARD INDEX FDS708 shares0.00%2026-03-312026-04-22

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC2.4K sharesnew addition2026-03-312026-04-22

Sponsored

BALLYS CORPORATION BALLYS CORPORATION20.0K shares0.00%2026-03-312026-04-22

DLY DOUBLELINE YIELD OPPORTUNITI13.3K shares17.78%2026-03-312026-04-22

AOD ABRDN TOTAL DYNAMIC DIVIDEND19.6K shares0.78%2026-03-312026-04-22

BGR BLACKROCK ENERGY & RES TR10.0K shares0.00%2026-03-312026-04-22

BMEZ BLACKROCK HEALTH SCIENCES TE10.4K shares1.92%2026-03-312026-04-22

BOE BLACKROCK ENHANCED GLOBAL11.2K shares0.00%2026-03-312026-04-22

EEA EUROPEAN EQUITY FD INC11.0K shares-2.99%2026-03-312026-04-22

EXG EATON VANCE TAX-MANAGED GLOB10.7K shares0.00%2026-03-312026-04-22

Sponsored

BDJ BLACKROCK ENHANCED EQUITY DI10.4K shares0.00%2026-03-312026-04-22

CMU MFS HIGH YIELD MUN TR16.2K shares0.00%2026-03-312026-04-22

UPS

UNITED PARCEL SVCS INC

0.00%

Shares1.0M

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

1.23%

Shares172.1K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

-24.49%

Shares53.1K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

9.31%

Shares101.6K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

3.80%

Shares82.4K

Event2026-03-31

Filed2026-04-22

CLH

CLEAN HARBORS INC

0.18%

Shares106.0K

Event2026-03-31

Filed2026-04-22

PLTR

PALANTIR TECHNOLOGIES INC

0.97%

Shares206.6K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

2.78%

Shares97.2K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

2.32%

Shares109.4K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

1.54%

Shares149.3K

Event2026-03-31

Filed2026-04-22

ALPS ETF TR

13.78%

Shares424.9K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

6.41%

Shares101.2K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY & CO

5.04%

Shares19.9K

Event2026-03-31

Filed2026-04-22

NEE

NEXTERA ENERGY INC

4.03%

Shares194.8K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

3.21%

Shares106.1K

Event2026-03-31

Filed2026-04-22

XLK

SELECT SECTOR SPDR TR

6.44%

Shares131.2K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

8.62%

Shares77.7K

Event2026-03-31

Filed2026-04-22

BND

VANGUARD BD INDEX FDS

17.64%

Shares205.4K

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

6.05%

Shares66.3K

Event2026-03-31

Filed2026-04-22

TJX

TJX COS INC NEW

3.38%

Shares85.4K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

5.31%

Shares108.3K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

9.13%

Shares26.4K

Event2026-03-31

Filed2026-04-22

NOC

NORTHROP GRUMMAN CORP

3.69%

Shares17.5K

Event2026-03-31

Filed2026-04-22

VISA INC

4.67%

Shares38.7K

Event2026-03-31

Filed2026-04-22

GENERAL DYNAMICS CORP

7.21%

Shares33.9K

Event2026-03-31

Filed2026-04-22

PANW

PALO ALTO NETWORKS INC

7.17%

Shares71.5K

Event2026-03-31

Filed2026-04-22

GILD

GILEAD SCIENCES INC

5.31%

Shares80.4K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

3.21%

Shares49.5K

Event2026-03-31

Filed2026-04-22

SOUTHERN CO

7.03%

Shares104.5K

Event2026-03-31

Filed2026-04-22

VTEB

VANGUARD MUN BD FDS

3.28%

Shares198.0K

Event2026-03-31

Filed2026-04-22

AXON

AXON ENTERPRISE INC

14.21%

Shares23.2K

Event2026-03-31

Filed2026-04-22

TMO

THERMO FISHER SCIENTIFIC INC

50.49%

Shares19.3K

Event2026-03-31

Filed2026-04-22

LAM RESEARCH CORP

110.06%

Shares43.3K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

-1.25%

Shares29.2K

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHOLESALE CORPORATION

-4.43%

Shares8.3K

Event2026-03-31

Filed2026-04-22

MASTERCARD INCORPORATED

8.04%

Shares15.7K

Event2026-03-31

Filed2026-04-22

JEPI

J P MORGAN EXCHANGE TRADED F

10.76%

Shares136.4K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

-0.01%

Shares13.0K

Event2026-03-31

Filed2026-04-22

GOLDMAN SACHS GROUP INC

0.13%

Shares8.8K

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

0.42%

Shares51.0K

Event2026-03-31

Filed2026-04-22

UBER

UBER TECHNOLOGIES INC

14.34%

Shares99.8K

Event2026-03-31

Filed2026-04-22

BSX

BOSTON SCIENTIFIC CORP

12.34%

Shares105.7K

Event2026-03-31

Filed2026-04-22

RIVN

RIVIAN AUTOMOTIVE INC

0.00%

Shares432.0K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

4.53%

Shares21.2K

Event2026-03-31

Filed2026-04-22

DUKE ENERGY CORP NEW

2360.00%

Shares43.8K

Event2026-03-31

Filed2026-04-22

RCL

ROYAL CARIBBEAN GROUP

-8.97%

Shares20.4K

Event2026-03-31

Filed2026-04-22

KLAC

KLA CORP

1636.62%

Shares3.7K

Event2026-03-31

Filed2026-04-22

IWF

ISHARES TR

0.00%

Shares12.6K

Event2026-03-31

Filed2026-04-22

PSTG

EVERPURE INC

0.00%

Shares90.4K

Event2026-03-31

Filed2026-04-22

AJG

GALLAGHER ARTHUR J & CO

10.35%

Shares24.2K

Event2026-03-31

Filed2026-04-22

ORLY

OREILLY AUTOMOTIVE INC

-0.03%

Shares56.5K

Event2026-03-31

Filed2026-04-22

MSGE

MADISON SQUARE GARDEN ENTMT

New

Shares82.2K

Event2026-03-31

Filed2026-04-22

SGI

SOMNIGROUP INTERNATIONAL INC

2.09%

Shares58.1K

Event2026-03-31

Filed2026-04-22

OTIS

OTIS WORLDWIDE CORP

17.55%

Shares52.0K

Event2026-03-31

Filed2026-04-22

XLE

SELECT SECTOR SPDR TR

-0.16%

Shares64.9K

Event2026-03-31

Filed2026-04-22

ARES

ARES MANAGEMENT CORPORATION

New

Shares36.4K

Event2026-03-31

Filed2026-04-22

KTOS

KRATOS DEFENSE & SEC SOLUTIO

1172.43%

Shares50.5K

Event2026-03-31

Filed2026-04-22

XLU

SELECT SECTOR SPDR TR

-80.95%

Shares74.8K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

-4.45%

Shares5.1K

Event2026-03-31

Filed2026-04-22

VFLO

VICTORY PORTFOLIOS II

4.71%

Shares84.1K

Event2026-03-31

Filed2026-04-22

MGK

VANGUARD WORLD FD

0.66%

Shares9.0K

Event2026-03-31

Filed2026-04-22

SOFI

SOFI TECHNOLOGIES INC

New

Shares201.6K

Event2026-03-31

Filed2026-04-22

XYZ

BLOCK INC

0.00%

Shares52.5K

Event2026-03-31

Filed2026-04-22

IVW

ISHARES TR

-1.44%

Shares27.8K

Event2026-03-31

Filed2026-04-22

PHYS

SPROTT ASSET MANAGEMENT LP

0.33%

Shares87.2K

Event2026-03-31

Filed2026-04-22