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The Analysis of SPIRIT OF AMERICA MANAGEMENT CORP/NY's Holdings & P&L

Currently, SPIRIT OF AMERICA MANAGEMENT CORP/NY holds 306 types of securities in its portfolio with a total value $506.6M. In the most recent quarter, they have increased their positions in CTRE (+20.0K shares, valued at $733.0K), GEV (+800 shares, valued at $698.3K), XOM (+4.1K shares, valued at $695.6K); decreased their positions in COST (-1.0K shares, valued at $1.0M), ET (-48.0K shares, valued at $926.4K), ENB (-16.0K shares, valued at $866.2K); initiated new positions in RHP (+4.3K shares, valued at $397.2K), EGP (+1.8K shares, valued at $323.9K), EPRT (+4.0K shares, valued at $121.4K).

1M P&L

-1.6M-0.33%

3M P&L

+24.7M+5.29%

HY P&L

+60.3M+13.98%

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

1Oil & Gas Midstream79.4M

17.0%

2Utilities - Regulated Electric41.0M

8.8%

3Oil & Gas Refining & Marketing34.0M

7.3%

Top Industries by Stock Count

1Utilities - Regulated Electric25 stocks

9.5%

2Oil & Gas Midstream18 stocks

6.8%

3Oil & Gas E&P16 stocks

6.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA Corporation162.1K shares-2.29%2026-03-312026-04-15

Alphabet, Inc. Alphabet, Inc.44.3K shares-0.23%2026-03-312026-04-15

VLO Valero Energy Corporation45.8K shares0.00%2026-03-312026-04-15

WMB Williams Companies, Inc. (The)146.1K shares-0.34%2026-03-312026-04-15

MPC Marathon Petroleum Corporation39.9K shares0.76%2026-03-312026-04-15

XOM Exxon Mobil Corporation54.8K shares8.08%2026-03-312026-04-15

AAPL Apple, Inc.35.7K shares-0.28%2026-03-312026-04-15

TRGP Targa Resources Corporation35.7K shares-7.98%2026-03-312026-04-15

Sponsored

PSX Phillips 6648.5K shares-1.12%2026-03-312026-04-15

CVX Chevron Corporation42.1K shares-0.59%2026-03-312026-04-15

LNG Cheniere Energy, Inc.30.3K shares0.67%2026-03-312026-04-15

WELL Welltower, Inc.41.4K shares0.00%2026-03-312026-04-15

KMI Kinder Morgan, Inc.238.0K shares-2.86%2026-03-312026-04-15

CAT Caterpillar, Inc.11.2K shares0.90%2026-03-312026-04-15

AMZN Amazon.com, Inc.36.0K shares4.20%2026-03-312026-04-15

MSFT Microsoft Corporation19.3K shares0.00%2026-03-312026-04-15

Sponsored

JPM JPMorgan Chase & Company23.1K shares2.21%2026-03-312026-04-15

ENB Enbridge, Inc.124.0K shares-11.43%2026-03-312026-04-15

CEG Constellation Energy Corp.21.6K shares3.59%2026-03-312026-04-15

NEE NextEra Energy, Inc.61.5K shares1.99%2026-03-312026-04-15

GEV GE Vernova, Inc.6.5K shares14.16%2026-03-312026-04-15

VST Vistra Corporation34.8K shares4.04%2026-03-312026-04-15

EPD Enterprise Products Partners, L.P.134.9K shares-12.63%2026-03-312026-04-15

EQIX Equinix, Inc.5.2K shares0.00%2026-03-312026-04-15

Sponsored

ET Energy Transfer, L.P.255.2K shares-15.83%2026-03-312026-04-15

COP ConocoPhillips37.3K shares8.75%2026-03-312026-04-15

COST Costco Wholesale Corporation4.7K shares-17.96%2026-03-312026-04-15

ORCL Oracle Corporation31.0K shares1.80%2026-03-312026-04-15

MPLX MPLX, L.P.79.4K shares-12.17%2026-03-312026-04-15

OKE ONEOK, Inc.50.1K shares-5.65%2026-03-312026-04-15

BKR Baker Hughes Company70.5K shares17.50%2026-03-312026-04-15

TLN Talen Energy Corporation12.8K shares7.98%2026-03-312026-04-15

Sponsored

AMAT Applied Materials, Inc.11.9K shares0.00%2026-03-312026-04-15

PAA Plains All American Pipeline, L.P.182.3K shares-3.70%2026-03-312026-04-15

DLR Digital Realty Trust, Inc.22.4K shares0.00%2026-03-312026-04-15

ABBV AbbVie, Inc.18.5K shares-9.98%2026-03-312026-04-15

MCK McKesson Corporation4.6K shares-1.07%2026-03-312026-04-15

ETR Entergy Corporation35.5K shares2.45%2026-03-312026-04-15

IRM Iron Mountain, Inc.38.5K shares1.59%2026-03-312026-04-15

PLD Prologis, Inc.29.7K shares0.00%2026-03-312026-04-15

Sponsored

HESM Hess Midstream LP99.8K shares-12.30%2026-03-312026-04-15

WES Western Midstream Partners, L.P.91.7K shares-8.49%2026-03-312026-04-15

VRT Vertiv Holdings Company14.2K shares2.16%2026-03-312026-04-15

WMT Walmart, Inc.28.1K shares-2.43%2026-03-312026-04-15

PPL PPL Corporation86.5K shares4.85%2026-03-312026-04-15

TPL Texas Pacific Land Corporation6.7K shares6.30%2026-03-312026-04-15

SPG Simon Property Group, Inc.16.9K shares0.00%2026-03-312026-04-15

DE Deere & Company5.6K shares0.00%2026-03-312026-04-15

Sponsored

Duke Energy Corporation Duke Energy Corporation23.4K shares6.12%2026-03-312026-04-15

TRP TC Energy Corporation48.6K shares-19.14%2026-03-312026-04-15

BP BP plc61.4K shares0.00%2026-03-312026-04-15

FANG Diamondback Energy, Inc.14.3K shares0.00%2026-03-312026-04-15

EOG EOG Resources, Inc.19.5K shares2.63%2026-03-312026-04-15

LLY Eli Lilly & Company3.0K shares-1.63%2026-03-312026-04-15

VTR Ventas, Inc.32.4K shares14.51%2026-03-312026-04-15

WEC Energy Group, Inc. WEC Energy Group, Inc.21.3K shares7.85%2026-03-312026-04-15

Sponsored

Citigroup, Inc. Citigroup, Inc.21.3K shares1.43%2026-03-312026-04-15

VICI VICI Properties, Inc.86.4K shares2.37%2026-03-312026-04-15

GS Goldman Sachs Group, Inc. (The)2.8K shares1.84%2026-03-312026-04-15

AEP American Electric Power Company, Inc.17.7K shares5.04%2026-03-312026-04-15

DTE DTE Energy Company15.7K shares5.37%2026-03-312026-04-15

TSLA Tesla, Inc.6.1K shares8.89%2026-03-312026-04-15

V Visa, Inc.7.5K shares0.00%2026-03-312026-04-15

OKLO Oklo, Inc.45.0K shares1.12%2026-03-312026-04-15

Sponsored

CRWD Crowdstrike Holdings, Inc.5.6K shares21.62%2026-03-312026-04-15

PSA Public Storage7.9K shares0.00%2026-03-312026-04-15

CTRA Coterra Energy, Inc.60.5K shares0.00%2026-03-312026-04-15

Berkshire Hathaway, Inc. Berkshire Hathaway, Inc.4.4K shares0.00%2026-03-312026-04-15

NFLX Netflix, Inc.21.6K shares2.85%2026-03-312026-04-15

OHI Omega Healthcare Investors, Inc.47.0K shares4.44%2026-03-312026-04-15

META Meta Platforms, Inc.3.6K shares22.18%2026-03-312026-04-15

XEL Xcel Energy, Inc.25.5K shares8.97%2026-03-312026-04-15

Sponsored

HON Honeywell International, Inc.8.8K shares0.00%2026-03-312026-04-15

CMI Cummins, Inc.3.6K shares1.41%2026-03-312026-04-15

O Realty Income Corporation31.6K shares0.00%2026-03-312026-04-15

SRE Sempra19.8K shares6.74%2026-03-312026-04-15

OXY Occidental Petroleum Corporation29.1K shares0.00%2026-03-312026-04-15

PBF PBF Energy, Inc.39.3K shares0.00%2026-03-312026-04-15

Broadcom, Inc. Broadcom, Inc.6.0K shares13.15%2026-03-312026-04-15

HD Home Depot, Inc. (The)5.6K shares-1.74%2026-03-312026-04-15

Sponsored

AMD Advanced Micro Devices, Inc.9.1K shares0.00%2026-03-312026-04-15

Blackstone, Inc. Blackstone, Inc.16.0K shares0.00%2026-03-312026-04-15

DVN Devon Energy Corporation36.5K shares0.00%2026-03-312026-04-15

AEE Ameren Corporation16.4K shares6.82%2026-03-312026-04-15

FE FirstEnergy Corporation35.5K shares4.88%2026-03-312026-04-15

SLB SLB Ltd.34.9K shares1.45%2026-03-312026-04-15

CMS CMS Energy Corporation23.0K shares5.99%2026-03-312026-04-15

NI NiSource, Inc.37.3K shares5.07%2026-03-312026-04-15

Sponsored

VZ Verizon Communications, Inc.34.0K shares0.00%2026-03-312026-04-15

PEG Public Service Enterprise Group, Inc.21.1K shares8.21%2026-03-312026-04-15

DINO HF Sinclair Corporation27.2K shares-1.81%2026-03-312026-04-15

TRNO Terreno Realty Corporation25.9K shares-3.72%2026-03-312026-04-15

TXN Texas Instruments, Inc.8.1K shares0.00%2026-03-312026-04-15

EXC Exelon Corporation31.3K shares5.92%2026-03-312026-04-15

AXP American Express Company5.0K shares0.00%2026-03-312026-04-15

EQT Corporation EQT Corporation23.0K shares0.00%2026-03-312026-04-15

Sponsored

EVRG Evergy, Inc.17.8K shares5.97%2026-03-312026-04-15

EXR Extra Space Storage, Inc.10.9K shares0.00%2026-03-312026-04-15

STAG STAG Industrial, Inc.39.0K shares0.00%2026-03-312026-04-15

AVB AvalonBay Communities, Inc.8.6K shares-21.12%2026-03-312026-04-15

DIS Walt Disney Company (The)14.5K shares0.00%2026-03-312026-04-15

ES Eversource Energy20.1K shares0.00%2026-03-312026-04-15

WTRG Essential Utilities, Inc.34.4K shares0.00%2026-03-312026-04-15

CSCO Cisco Systems, Inc.17.4K shares1.75%2026-03-312026-04-15

Sponsored

CSX CSX Corporation32.6K shares-5.78%2026-03-312026-04-15

GLPI Gaming and Leisure Properties, Inc.28.9K shares0.00%2026-03-312026-04-15

PAGP Plains GP Holdings, L.P.51.0K shares-3.77%2026-03-312026-04-15

BAC Bank of America Corporation25.4K shares0.00%2026-03-312026-04-15

REG Regency Centers Corporation16.3K shares21.64%2026-03-312026-04-15

MA Mastercard, Inc.2.5K shares0.00%2026-03-312026-04-15

BRX Brixmor Property Group, Inc.41.5K shares0.00%2026-03-312026-04-15

EQR Equity Residential20.1K shares-14.82%2026-03-312026-04-15

Sponsored

CNP CenterPoint Energy, Inc.27.5K shares10.89%2026-03-312026-04-15

ITT, Inc. ITT, Inc.6.2K shares-7.52%2026-03-312026-04-15

ESS Essex Property Trust, Inc.4.8K shares-30.78%2026-03-312026-04-15

SO Southern Company (The)12.1K shares7.08%2026-03-312026-04-15

NRG NRG Energy, Inc.8.0K shares14.39%2026-03-312026-04-15

HAL Halliburton Company29.0K shares0.00%2026-03-312026-04-15

GLW Corning, Inc.8.3K shares3.75%2026-03-312026-04-15

SUI Sun Communities, Inc.8.9K shares-3.76%2026-03-312026-04-15

Sponsored

JCI Johnson Controls International plc8.3K shares0.00%2026-03-312026-04-15

Merck & Company, Inc. Merck & Company, Inc.8.9K shares-3.24%2026-03-312026-04-15

ELS Equity LifeStyle Properties, Inc.17.1K shares0.00%2026-03-312026-04-15

ATO Atmos Energy Corporation5.6K shares0.00%2026-03-312026-04-15

Federal Realty Investment Trust Federal Realty Investment Trust9.7K shares0.00%2026-03-312026-04-15

IDA IDACORP, Inc.7.2K shares10.77%2026-03-312026-04-15

Alphabet, Inc. Alphabet, Inc.3.5K shares0.00%2026-03-312026-04-15

EXE Expand Energy Corporation9.1K shares0.00%2026-03-312026-04-15

Sponsored

EIX Edison International13.5K shares0.00%2026-03-312026-04-15

PLTR Palantir Technologies, Inc.6.6K shares3.13%2026-03-312026-04-15

UDR UDR, Inc.28.4K shares-19.80%2026-03-312026-04-15

CWEN Clearway Energy, Inc.24.1K shares1.16%2026-03-312026-04-15

PANW Palo Alto Networks, Inc.5.9K shares2.61%2026-03-312026-04-15

CTRE CareTrust REIT, Inc.25.0K shares400.00%2026-03-312026-04-15

POR Portland General Electric Company16.9K shares0.00%2026-03-312026-04-15

MO Altria Group, Inc.12.7K shares0.00%2026-03-312026-04-15

Sponsored

CF CF Industries Holdings, Inc.6.3K shares0.00%2026-03-312026-04-15

PG Procter & Gamble Company (The)5.6K shares-6.65%2026-03-312026-04-15

MCD McDonald's Corporation2.6K shares0.00%2026-03-312026-04-15

PM Philip Morris International, Inc.4.8K shares0.00%2026-03-312026-04-15

NNN NNN REIT, Inc.17.8K shares0.00%2026-03-312026-04-15

DGX Quest Diagnostics, Inc.3.8K shares0.00%2026-03-312026-04-15

Accenture PLC Accenture PLC3.7K shares0.00%2026-03-312026-04-15

WM Waste Management, Inc.3.2K shares0.00%2026-03-312026-04-15

Sponsored

LOW Lowe's Companies, Inc.3.1K shares-3.13%2026-03-312026-04-15

AM Antero Midstream Corporation31.5K shares-22.22%2026-03-312026-04-15

DigitalBridge Group, Inc. DigitalBridge Group, Inc.46.0K shares0.00%2026-03-312026-04-15

Linde plc Linde plc1.4K shares0.00%2026-03-312026-04-15

HST Host Hotels & Resorts, Inc.35.9K shares-10.03%2026-03-312026-04-15

NOW ServiceNow, Inc.6.5K shares15.04%2026-03-312026-04-15

CUBE CubeSmart18.4K shares0.00%2026-03-312026-04-15

CPK Chesapeake Utilities Corporation5.3K shares18.89%2026-03-312026-04-15

Sponsored

NWN Northwest Natural Holding Company12.4K shares4.18%2026-03-312026-04-15

IBM International Business Machines Corporation2.7K shares0.00%2026-03-312026-04-15

FDX FedEx Corporation1.8K shares0.00%2026-03-312026-04-15

NJR New Jersey Resources Corporation11.7K shares0.00%2026-03-312026-04-15

Viper Energy, Inc. Viper Energy, Inc.13.6K shares-37.04%2026-03-312026-04-15

LMT Lockheed Martin Corporation1.1K shares5.00%2026-03-312026-04-15

WPC WP Carey, Inc.9.2K shares0.00%2026-03-312026-04-15

CPT Camden Property Trust6.3K shares0.00%2026-03-312026-04-15

Sponsored

MAA Mid-America Apartment Communities, Inc.5.0K shares-3.83%2026-03-312026-04-15

Medtronic plc Medtronic plc7.1K shares0.00%2026-03-312026-04-15

ADC Agree Realty Corporation8.1K shares0.00%2026-03-312026-04-15

CTVA Corteva, Inc.7.2K shares0.00%2026-03-312026-04-15

KO Coca-Cola Company (The)7.6K shares0.00%2026-03-312026-04-15

BSM Black Stone Minerals, L.P.38.0K shares0.00%2026-03-312026-04-15

NEM Newmont Corporation5.3K shares17.78%2026-03-312026-04-15

NWE Northwestern Energy Group, Inc.8.7K shares0.00%2026-03-312026-04-15

Sponsored

LNT Alliant Energy Corporation7.8K shares10.71%2026-03-312026-04-15

SUN Sunoco, L.P.8.5K shares0.00%2026-03-312026-04-15

KIM Kimco Realty Corporation24.6K shares0.00%2026-03-312026-04-15

AMT American Tower Corporation3.2K shares6.73%2026-03-312026-04-15

TMO Thermo Fisher Scientific, Inc.1.1K shares0.00%2026-03-312026-04-15

QCOM QUALCOMM, Inc.4.0K shares0.00%2026-03-312026-04-15

AMERICAN BALANCED FD SHS F-2 CL AMERICAN BALANCED FD SHS F-2 CL12.9K shares-7.63%2026-03-312026-04-15

MS Morgan Stanley3.0K shares0.00%2026-03-312026-04-15

Sponsored

WASHINGTON MUT INVS FD CL F-2 SHS WASHINGTON MUT INVS FD CL F-2 SHS7.4K shares-7.55%2026-03-312026-04-15

AES AES Corporation (The)34.5K shares0.00%2026-03-312026-04-15

FTI TechnipFMC PLC7.0K shares-22.22%2026-03-312026-04-15

AMH American Homes 4 Rent17.3K shares-52.34%2026-03-312026-04-15

RSG Republic Services, Inc.2.2K shares0.00%2026-03-312026-04-15

OVV Ovintiv, Inc.8.0K shares0.00%2026-03-312026-04-15

CME CME Group, Inc.1.6K shares14.25%2026-03-312026-04-15

D Dominion Energy, Inc.7.6K shares-60.21%2026-03-312026-04-15

Sponsored

Gen Digital, Inc. Gen Digital, Inc.24.7K shares0.00%2026-03-312026-04-15

SOBO South Bow Corporation13.8K shares0.00%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF2.0K shares-12.50%2026-03-312026-04-15

NFG National Fuel Gas Company4.7K shares8.14%2026-03-312026-04-15

CNX CNX Resources Corporation11.0K shares0.00%2026-03-312026-04-15

SWX Southwest Gas Holdings, Inc.4.8K shares14.29%2026-03-312026-04-15

MCHP Microchip Technology, Inc.6.5K shares0.00%2026-03-312026-04-15

AB LARGE CAP GROWTH FD INC ADVISOR CL AB LARGE CAP GROWTH FD INC ADVISOR CL3.8K shares-8.80%2026-03-312026-04-15

Sponsored

SKT Tanger, Inc.12.0K shares0.00%2026-03-312026-04-15

RTX RTX Corporation2.1K shares0.00%2026-03-312026-04-15

PNW Pinnacle West Capital Corporation4.0K shares0.00%2026-03-312026-04-15

KKR & Company, Inc. KKR & Company, Inc.4.3K shares0.00%2026-03-312026-04-15

SBUX Starbucks Corporation4.5K shares36.92%2026-03-312026-04-15

RHP Ryman Hospitality Properties, Inc.4.3K sharesnew addition2026-03-312026-04-15

CDP COPT Defense Properties12.0K shares0.00%2026-03-312026-04-15

BXP BXP, Inc.6.9K shares0.00%2026-03-312026-04-15

Sponsored

IEF ISHARES TR 7-10 YR TRSY BD3.7K shares-13.05%2026-03-312026-04-15

TSM Taiwan Semiconductor Manufacturing Company Ltd.1.1K shares0.00%2026-03-312026-04-15

REXR Rexford Industrial Realty, Inc.10.5K shares0.00%2026-03-312026-04-15

PEP PepsiCo, Inc.2.2K shares0.00%2026-03-312026-04-15

DOC Healthpeak Properties, Inc.20.2K shares0.00%2026-03-312026-04-15

TXNM TXNM Energy, Inc.5.6K shares0.00%2026-03-312026-04-15

Crown Castle, Inc. Crown Castle, Inc.4.0K shares8.13%2026-03-312026-04-15

CWT California Water Service Group7.2K shares10.00%2026-03-312026-04-15

Sponsored

EGP EastGroup Properties, Inc.1.8K sharesnew addition2026-03-312026-04-15

ABT Abbott Laboratories3.1K shares0.00%2026-03-312026-04-15

AWK American Water Works Company, Inc.2.3K shares0.00%2026-03-312026-04-15

IWL ISHARES TR RUS TOP 200 ETF1.7K shares0.17%2026-03-312026-04-15

CG The Carlyle Group, Inc.6.0K shares0.00%2026-03-312026-04-15

UGI UGI Corporation8.0K shares0.00%2026-03-312026-04-15

KR Kroger Company (The)4.0K shares-46.67%2026-03-312026-04-15

AIM COUNSELOR SER TR INVESCO C DISCOVERY Y AIM COUNSELOR SER TR INVESCO C DISCOVERY Y1.9K shares-15.34%2026-03-312026-04-15

Sponsored

HASI HA Sustainable Infrastructure Capital, Inc.7.7K shares0.00%2026-03-312026-04-15

THRIVENT MUT FDS LARGE CP VALUE S THRIVENT MUT FDS LARGE CP VALUE S8.1K shares0.01%2026-03-312026-04-15

CTSH Cognizant Technology Solutions Corporation4.6K shares0.00%2026-03-312026-04-15

T AT&T, Inc.9.5K shares0.00%2026-03-312026-04-15

BMY Bristol-Myers Squibb Company4.5K shares0.00%2026-03-312026-04-15

GRMN Garmin Ltd.1.1K shares0.00%2026-03-312026-04-15

DELL Dell Technologies, Inc.1.6K shares0.00%2026-03-312026-04-15

NTAP NetApp, Inc.2.6K shares0.00%2026-03-312026-04-15

Sponsored

FCX Freeport-McMoRan, Inc.4.5K shares28.57%2026-03-312026-04-15

SU Suncor Energy, Inc.4.0K shares0.00%2026-03-312026-04-15

BXMT Blackstone Mortgage Trust, Inc.13.8K shares0.00%2026-03-312026-04-15

CRWV CoreWeave, Inc.3.4K shares0.00%2026-03-312026-04-15

WFC Wells Fargo & Company3.0K shares0.00%2026-03-312026-04-15

Brookfield Renewable Corporation Brookfield Renewable Corporation5.9K shares0.00%2026-03-312026-04-15

IJH ISHARES TR CORE S&P MCP ETF3.3K shares-19.39%2026-03-312026-04-15

ISTB ISHARES TR CORE 1 5 YR USD4.6K shares0.75%2026-03-312026-04-15

Sponsored

BAIRD FDS INC ULTR SHT INSTL BAIRD FDS INC ULTR SHT INSTL21.1K shares1.30%2026-03-312026-04-15

PR Permian Resources Corporation10.0K shares0.00%2026-03-312026-04-15

RRC Range Resources Corporation4.5K shares0.00%2026-03-312026-04-15

UNH UnitedHealth Group, Inc.750 shares0.00%2026-03-312026-04-15

UBER Uber Technologies, Inc.2.8K shares21.74%2026-03-312026-04-15

HUM Humana, Inc.1.1K shares0.00%2026-03-312026-04-15

ARM ARM Holdings plc1.3K shares0.00%2026-03-312026-04-15

ZS Zscaler, Inc.1.4K shares-17.65%2026-03-312026-04-15

Sponsored

CNQ Canadian Natural Resources Ltd.4.0K shares0.00%2026-03-312026-04-15

VANGUARD INDEX FDS S&P 500 ETF SHS VANGUARD INDEX FDS S&P 500 ETF SHS304 shares-7.60%2026-03-312026-04-15

TKO TKO Group Holdings, Inc.900 shares0.00%2026-03-312026-04-15

XLU SELECT SECTOR SPDR TR STATE STREET UTI3.8K shares1.30%2026-03-312026-04-15

Solstice Advanced Materials, Inc. Solstice Advanced Materials, Inc.2.2K shares0.00%2026-03-312026-04-15

WCN Waste Connections, Inc.975 shares-29.09%2026-03-312026-04-15

SPH Suburban Propane Partners, L.P.8.0K shares0.00%2026-03-312026-04-15

COIN Coinbase Global, Inc.850 shares13.33%2026-03-312026-04-15

Sponsored

CUZ Cousins Properties, Inc.6.5K shares0.00%2026-03-312026-04-15

USAC USA Compression Partners, L.P.5.3K shares0.00%2026-03-312026-04-15

ARE Alexandria Real Estate Equities, Inc.3.0K shares0.00%2026-03-312026-04-15

HR Healthcare Realty Trust, Inc.8.0K shares0.00%2026-03-312026-04-15

IGEB ISHARES TR INVESTMENT GRADE3.0K shares-7.50%2026-03-312026-04-15

MP MP Materials Corporation2.8K shares133.33%2026-03-312026-04-15

BLV VANGUARD BD INDEX FDS LONG TERM BOND1.9K shares-7.34%2026-03-312026-04-15

WY Weyerhaeuser Company5.3K shares-8.62%2026-03-312026-04-15

Sponsored

CQP Cheniere Energy Partners, L.P.2.0K shares-33.41%2026-03-312026-04-15

AR Antero Resources Corporation3.0K shares-80.65%2026-03-312026-04-15

MUR Murphy Oil Corporation3.0K shares-25.00%2026-03-312026-04-15

EPRT Essential Properties Realty Trust, Inc.4.0K sharesnew addition2026-03-312026-04-15

KNTK Kinetik Holdings, Inc.2.5K shares0.00%2026-03-312026-04-15

KRC Kilroy Realty Corporation4.3K shares0.00%2026-03-312026-04-15

TOL Toll Brothers, Inc.875 shares0.00%2026-03-312026-04-15

FCPT Four Corners Property Trust, Inc.5.0K shares0.00%2026-03-312026-04-15

Sponsored

DHI DR Horton, Inc.800 shares0.00%2026-03-312026-04-15

UPS United Parcel Service, Inc.1.1K shares-58.82%2026-03-312026-04-15

PK Park Hotels & Resorts, Inc.9.3K shares0.00%2026-03-312026-04-15

AVAV AeroVironment, Inc.500 shares66.67%2026-03-312026-04-15

TotalEnergies S.E. TotalEnergies S.E.1.0K shares0.00%2026-03-312026-04-15

LEN Lennar Corporation925 shares0.00%2026-03-312026-04-15

NKE NIKE, Inc.1.5K shares0.00%2026-03-312026-04-15

PCG PG&E Corporation4.5K sharesnew addition2026-03-312026-04-15

Sponsored

SHO Sunstone Hotel Investors, Inc.8.7K shares0.00%2026-03-312026-04-15

STWD Starwood Property Trust, Inc.4.5K shares0.00%2026-03-312026-04-15

AHR American Healthcare REIT, Inc.1.5K shares0.00%2026-03-312026-04-15

LINE Lineage, Inc.2.1K shares0.00%2026-03-312026-04-15

NUE Nucor Corporation400 shares0.00%2026-03-312026-04-15

Qnity Electronics, Inc. Qnity Electronics, Inc.550 shares0.00%2026-03-312026-04-15

INVH Invitation Homes, Inc.2.5K shares-61.54%2026-03-312026-04-15

PSTL Postal Realty Trust, Inc.3.0K shares0.00%2026-03-312026-04-15

Sponsored

OLP One Liberty Properties, Inc.2.5K shares0.00%2026-03-312026-04-15

QBTS D-Wave Quantum, Inc.3.5K shares0.00%2026-03-312026-04-15

DuPont de Nemours, Inc. DuPont de Nemours, Inc.1.1K shares0.00%2026-03-312026-04-15

SMR NuScale Power Corporation4.5K shares0.00%2026-03-312026-04-15

PEB-PF Pebblebrook Hotel Trust2.5K shares0.00%2026-03-312026-04-15

MTUM ISHARES TR MSCI USA MMENTM169 shares-22.48%2026-03-312026-04-15

VRTX Vertex Pharmaceuticals, Inc.100 shares0.00%2026-03-312026-04-15

FTC FIRST TR EXCHANGE-TRADED ALPHA COM SHS263 shares-22.19%2026-03-312026-04-15

Sponsored

INVESCO QQQ TR UNIT SER 1 INVESCO QQQ TR UNIT SER 170 shares-23.91%2026-03-312026-04-15

FIDELITY ADVISOR SER I INSTL GRWTH FIDELITY ADVISOR SER I INSTL GRWTH1.6K shares-22.83%2026-03-312026-04-15

HIW Highwoods Properties, Inc.2.0K shares0.00%2026-03-312026-04-15

ALGER INSTL FD CAP APPR INS I ALGER INSTL FD CAP APPR INS I783 shares-24.42%2026-03-312026-04-15

FNCL FIDELITY COVINGTON TRUST MSCI FINLS IDX559 shares-21.60%2026-03-312026-04-15

MFS SER TR II EMERG GRW I MFS SER TR II EMERG GRW I214 shares-21.90%2026-03-312026-04-15

VHT VANGUARD WORLD FD HEALTH CAR ETF145 shares-24.48%2026-03-312026-04-15

Ramaco Resources, Inc. Ramaco Resources, Inc.2.1K shares0.00%2026-03-312026-04-15

Sponsored

GTY Getty Realty Corporation1.0K shares0.00%2026-03-312026-04-15

COLUMBIA FDS SER TR I DIVIDEND INCME I COLUMBIA FDS SER TR I DIVIDEND INCME I822 shares0.37%2026-03-312026-04-15

SPYG SPDR SERIES TRUST STATE STREET SPD278 shares0.00%2026-03-312026-04-15

ROWE T PRICE BLUE CHIP GROWTH COM ROWE T PRICE BLUE CHIP GROWTH COM141 shares0.00%2026-03-312026-04-15

LXP Industrial Trust LXP Industrial Trust540 shares0.00%2026-03-312026-04-15

NLOP NET Lease Office Properties1.9K shares0.00%2026-03-312026-04-15

VIRTUS INVESTMENT TRUST INCOME & GTH A VIRTUS INVESTMENT TRUST INCOME & GTH A1.7K shares0.00%2026-03-312026-04-15

MRP Millrose Properties, Inc.462 shares0.00%2026-03-312026-04-15

Sponsored

HP, Inc. HP, Inc.500 shares0.00%2026-03-312026-04-15

SPSM SPDR SERIES TRUST STATE STREET SPD4 shares0.00%2026-03-312026-04-15

NVDA

NVIDIA Corporation

-2.29%

Shares162.1K

Event2026-03-31

Filed2026-04-15

Alphabet, Inc.

-0.23%

Shares44.3K

Event2026-03-31

Filed2026-04-15

VLO

Valero Energy Corporation

0.00%

Shares45.8K

Event2026-03-31

Filed2026-04-15

WMB

Williams Companies, Inc. (The)

-0.34%

Shares146.1K

Event2026-03-31

Filed2026-04-15

MPC

Marathon Petroleum Corporation

0.76%

Shares39.9K

Event2026-03-31

Filed2026-04-15

XOM

Exxon Mobil Corporation

8.08%

Shares54.8K

Event2026-03-31

Filed2026-04-15

AAPL

Apple, Inc.

-0.28%

Shares35.7K

Event2026-03-31

Filed2026-04-15

TRGP

Targa Resources Corporation

-7.98%

Shares35.7K

Event2026-03-31

Filed2026-04-15

PSX

Phillips 66

-1.12%

Shares48.5K

Event2026-03-31

Filed2026-04-15

CVX

Chevron Corporation

-0.59%

Shares42.1K

Event2026-03-31

Filed2026-04-15

LNG

Cheniere Energy, Inc.

0.67%

Shares30.3K

Event2026-03-31

Filed2026-04-15

WELL

Welltower, Inc.

0.00%

Shares41.4K

Event2026-03-31

Filed2026-04-15

KMI

Kinder Morgan, Inc.

-2.86%

Shares238.0K

Event2026-03-31

Filed2026-04-15

CAT

Caterpillar, Inc.

0.90%

Shares11.2K

Event2026-03-31

Filed2026-04-15

AMZN

Amazon.com, Inc.

4.20%

Shares36.0K

Event2026-03-31

Filed2026-04-15

MSFT

Microsoft Corporation

0.00%

Shares19.3K

Event2026-03-31

Filed2026-04-15

JPM

JPMorgan Chase & Company

2.21%

Shares23.1K

Event2026-03-31

Filed2026-04-15

ENB

Enbridge, Inc.

-11.43%

Shares124.0K

Event2026-03-31

Filed2026-04-15

CEG

Constellation Energy Corp.

3.59%

Shares21.6K

Event2026-03-31

Filed2026-04-15

NEE

NextEra Energy, Inc.

1.99%

Shares61.5K

Event2026-03-31

Filed2026-04-15

GEV

GE Vernova, Inc.

14.16%

Shares6.5K

Event2026-03-31

Filed2026-04-15

VST

Vistra Corporation

4.04%

Shares34.8K

Event2026-03-31

Filed2026-04-15

EPD

Enterprise Products Partners, L.P.

-12.63%

Shares134.9K

Event2026-03-31

Filed2026-04-15

EQIX

Equinix, Inc.

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-15

Energy Transfer, L.P.

-15.83%

Shares255.2K

Event2026-03-31

Filed2026-04-15

COP

ConocoPhillips

8.75%

Shares37.3K

Event2026-03-31

Filed2026-04-15

COST

Costco Wholesale Corporation

-17.96%

Shares4.7K

Event2026-03-31

Filed2026-04-15

ORCL

Oracle Corporation

1.80%

Shares31.0K

Event2026-03-31

Filed2026-04-15

MPLX

MPLX, L.P.

-12.17%

Shares79.4K

Event2026-03-31

Filed2026-04-15

OKE

ONEOK, Inc.

-5.65%

Shares50.1K

Event2026-03-31

Filed2026-04-15

BKR

Baker Hughes Company

17.50%

Shares70.5K

Event2026-03-31

Filed2026-04-15

TLN

Talen Energy Corporation

7.98%

Shares12.8K

Event2026-03-31

Filed2026-04-15

AMAT

Applied Materials, Inc.

0.00%

Shares11.9K

Event2026-03-31

Filed2026-04-15

PAA

Plains All American Pipeline, L.P.

-3.70%

Shares182.3K

Event2026-03-31

Filed2026-04-15

DLR

Digital Realty Trust, Inc.

0.00%

Shares22.4K

Event2026-03-31

Filed2026-04-15

ABBV

AbbVie, Inc.

-9.98%

Shares18.5K

Event2026-03-31

Filed2026-04-15

MCK

McKesson Corporation

-1.07%

Shares4.6K

Event2026-03-31

Filed2026-04-15

ETR

Entergy Corporation

2.45%

Shares35.5K

Event2026-03-31

Filed2026-04-15

IRM

Iron Mountain, Inc.

1.59%

Shares38.5K

Event2026-03-31

Filed2026-04-15

PLD

Prologis, Inc.

0.00%

Shares29.7K

Event2026-03-31

Filed2026-04-15

HESM

Hess Midstream LP

-12.30%

Shares99.8K

Event2026-03-31

Filed2026-04-15

WES

Western Midstream Partners, L.P.

-8.49%

Shares91.7K

Event2026-03-31

Filed2026-04-15

VRT

Vertiv Holdings Company

2.16%

Shares14.2K

Event2026-03-31

Filed2026-04-15

WMT

Walmart, Inc.

-2.43%

Shares28.1K

Event2026-03-31

Filed2026-04-15

PPL

PPL Corporation

4.85%

Shares86.5K

Event2026-03-31

Filed2026-04-15

TPL

Texas Pacific Land Corporation

6.30%

Shares6.7K

Event2026-03-31

Filed2026-04-15

SPG

Simon Property Group, Inc.

0.00%

Shares16.9K

Event2026-03-31

Filed2026-04-15

Deere & Company

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-15

Duke Energy Corporation

6.12%

Shares23.4K

Event2026-03-31

Filed2026-04-15

TRP

TC Energy Corporation

-19.14%

Shares48.6K

Event2026-03-31

Filed2026-04-15

BP plc

0.00%

Shares61.4K

Event2026-03-31

Filed2026-04-15

FANG

Diamondback Energy, Inc.

0.00%

Shares14.3K

Event2026-03-31

Filed2026-04-15

EOG

EOG Resources, Inc.

2.63%

Shares19.5K

Event2026-03-31

Filed2026-04-15

LLY

Eli Lilly & Company

-1.63%

Shares3.0K

Event2026-03-31

Filed2026-04-15

VTR

Ventas, Inc.

14.51%

Shares32.4K

Event2026-03-31

Filed2026-04-15

WEC Energy Group, Inc.

7.85%

Shares21.3K

Event2026-03-31

Filed2026-04-15

Citigroup, Inc.

1.43%

Shares21.3K

Event2026-03-31

Filed2026-04-15

VICI

VICI Properties, Inc.

2.37%

Shares86.4K

Event2026-03-31

Filed2026-04-15

Goldman Sachs Group, Inc. (The)

1.84%

Shares2.8K

Event2026-03-31

Filed2026-04-15

AEP

American Electric Power Company, Inc.

5.04%

Shares17.7K

Event2026-03-31

Filed2026-04-15

DTE

DTE Energy Company

5.37%

Shares15.7K

Event2026-03-31

Filed2026-04-15

TSLA

Tesla, Inc.

8.89%

Shares6.1K

Event2026-03-31

Filed2026-04-15

Visa, Inc.

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-15

OKLO

Oklo, Inc.

1.12%

Shares45.0K

Event2026-03-31

Filed2026-04-15

CRWD

Crowdstrike Holdings, Inc.

21.62%

Shares5.6K

Event2026-03-31

Filed2026-04-15

PSA

Public Storage

0.00%

Shares7.9K

Event2026-03-31

Filed2026-04-15

CTRA

Coterra Energy, Inc.

0.00%

Shares60.5K

Event2026-03-31

Filed2026-04-15

Berkshire Hathaway, Inc.

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-15

NFLX

Netflix, Inc.

2.85%

Shares21.6K

Event2026-03-31

Filed2026-04-15

OHI

Omega Healthcare Investors, Inc.

4.44%

Shares47.0K

Event2026-03-31

Filed2026-04-15