Sponsored

The Analysis of Stonebrook Private Inc.'s Holdings & P&L

Currently, Stonebrook Private Inc. holds 225 types of securities in its portfolio with a total value $469.6M. In the most recent quarter, they have increased their positions in CORO (+472.6K shares, valued at $15.2M), CWI (+309.0K shares, valued at $11.3M), SPYM (+120.3K shares, valued at $9.2M); decreased their positions in XLG (-316.2K shares, valued at $17.2M), IEMG (-196.6K shares, valued at $13.7M), EFV (-80.8K shares, valued at $6.0M); initiated new positions in CORO (+472.6K shares, valued at $15.2M), CWI (+309.0K shares, valued at $11.3M), ASML (+267 shares, valued at $352.7K).

1M P&L

+18.9M+4.01%

3M P&L

+15.1M+3.17%

HY P&L

+35.5M+7.80%

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/A302.7M

67.2%

2Consumer Electronics18.5M

4.1%

3Software - Infrastructure16.4M

3.7%

Top Industries by Stock Count

1N/A77 stocks

39.9%

2Drug Manufacturers - General7 stocks

3.6%

3Software - Application7 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST424.9K shares39.51%2026-03-312026-05-11

DYNF BLACKROCK ETF TRUST432.8K shares-0.47%2026-03-312026-05-11

SPYV SPDR SERIES TRUST415.0K shares-3.01%2026-03-312026-05-11

SPYG SPDR SERIES TRUST201.1K shares0.40%2026-03-312026-05-11

AAPL APPLE INC68.3K shares0.10%2026-03-312026-05-11

CORO BLACKROCK ETF TRUST472.6K sharesnew addition2026-03-312026-05-11

EFV ISHARES TR197.7K shares-29.00%2026-03-312026-05-11

QUAL ISHARES TR68.2K shares-0.22%2026-03-312026-05-11

Sponsored

INRO BLACKROCK ETF TRUST391.7K shares0.27%2026-03-312026-05-11

NVDA NVIDIA CORPORATION64.9K shares7.59%2026-03-312026-05-11

CWI SPDR INDEX SHS FDS309.0K sharesnew addition2026-03-312026-05-11

MSFT MICROSOFT CORP30.0K shares-2.35%2026-03-312026-05-11

SPMO INVESCO EXCH TRADED FD TR II89.4K shares0.38%2026-03-312026-05-11

THRO BLACKROCK ETF TRUST268.6K shares0.76%2026-03-312026-05-11

ARTY ISHARES TR201.4K shares519.25%2026-03-312026-05-11

AVEM AMERICAN CENTY ETF TR108.4K shares2.89%2026-03-312026-05-11

Sponsored

SHLD GLOBAL X FDS115.3K shares13.05%2026-03-312026-05-11

AMZN AMAZON COM INC37.2K shares-5.44%2026-03-312026-05-11

BROADCOM INC BROADCOM INC20.1K shares2.25%2026-03-312026-05-11

DIVO AMPLIFY ETF TR112.6K shares-4.38%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO16.8K shares-0.77%2026-03-312026-05-11

ITW ILLINOIS TOOL WKS INC18.9K shares1.52%2026-03-312026-05-11

IEMG ISHARES INC70.2K shares-73.70%2026-03-312026-05-11

WMT WALMART INC38.7K shares-1.55%2026-03-312026-05-11

Sponsored

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET149.9K shares36.95%2026-03-312026-05-11

ALPHABET INC ALPHABET INC12.9K shares3.73%2026-03-312026-05-11

EXPD EXPEDITORS INTL WASH INC25.7K shares-1.40%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON14.3K shares0.96%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR24.8K shares-47.84%2026-03-312026-05-11

ALPHABET INC ALPHABET INC11.5K shares2.21%2026-03-312026-05-11

IBDU ISHARES TR141.7K shares3.44%2026-03-312026-05-11

IBDR ISHARES TR136.0K shares4.24%2026-03-312026-05-11

Sponsored

IBDT ISHARES TR130.1K shares3.93%2026-03-312026-05-11

IBDV ISHARES TR150.1K shares3.61%2026-03-312026-05-11

IBDS ISHARES TR135.4K shares3.60%2026-03-312026-05-11

MCD MCDONALDS CORP10.1K shares-0.41%2026-03-312026-05-11

LLY ELI LILLY & CO3.2K shares1.48%2026-03-312026-05-11

SGOV ISHARES TR26.1K shares573.54%2026-03-312026-05-11

MPC MARATHON PETE CORP10.8K shares-4.84%2026-03-312026-05-11

META META PLATFORMS INC4.5K shares8.54%2026-03-312026-05-11

Sponsored

IBDW ISHARES TR115.8K shares4.45%2026-03-312026-05-11

IBDY ISHARES TR93.0K shares4.46%2026-03-312026-05-11

IBDX ISHARES TR95.0K shares4.24%2026-03-312026-05-11

IBDZ ISHARES TR92.0K shares5.56%2026-03-312026-05-11

IBCA ISHARES TR92.2K shares5.58%2026-03-312026-05-11

EATON CORP PLC EATON CORP PLC6.6K shares-2.78%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.8K shares23.29%2026-03-312026-05-11

TSLA TESLA INC6.1K shares11.81%2026-03-312026-05-11

Sponsored

MSI MOTOROLA SOLUTIONS INC5.1K shares-3.31%2026-03-312026-05-11

EFG ISHARES TR19.6K shares-2.81%2026-03-312026-05-11

IEFA ISHARES TR23.6K shares2.64%2026-03-312026-05-11

ADI ANALOG DEVICES INC6.7K shares-3.35%2026-03-312026-05-11

FTEC FIDELITY COVINGTON TRUST9.4K shares-41.73%2026-03-312026-05-11

XLG INVESCO EXCHANGE TRADED FD T35.9K shares-89.81%2026-03-312026-05-11

ABBV ABBVIE INC8.9K shares-1.99%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T2.9K shares-0.44%2026-03-312026-05-11

Sponsored

HD HOME DEPOT INC5.7K shares-3.54%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO5.7K shares0.07%2026-03-312026-05-11

BDYN BLACKROCK ETF TRUST70.4K shares6.92%2026-03-312026-05-11

VUG VANGUARD INDEX FDS3.8K shares-12.04%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION1.6K shares2.53%2026-03-312026-05-11

ETH GRAYSCALE ETHEREUM STAKING79.0K shares54.82%2026-03-312026-05-11

CB CHUBB LTD SWITZ4.7K shares-1.90%2026-03-312026-05-11

OEF ISHARES TR4.7K shares-5.04%2026-03-312026-05-11

Sponsored

XOM EXXON MOBIL CORP8.9K shares3.56%2026-03-312026-05-11

V VISA INC4.9K shares-4.01%2026-03-312026-05-11

CME CME GROUP INC4.9K shares-3.09%2026-03-312026-05-11

JCI JOHNSON CONTROLS INTERNATION10.6K shares-3.44%2026-03-312026-05-11

DIA STATE STR SPDR DOW JONES IND2.8K shares-0.32%2026-03-312026-05-11

XLF SELECT SECTOR SPDR TR24.1K shares-3.36%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC3.5K shares18.62%2026-03-312026-05-11

ACWI ISHARES TR8.2K shares-5.71%2026-03-312026-05-11

Sponsored

VZ VERIZON COMMUNICATIONS INC22.0K shares3.15%2026-03-312026-05-11

NFLX NETFLIX INC.11.2K shares-3.26%2026-03-312026-05-11

KO COCA COLA CO14.0K shares-0.03%2026-03-312026-05-11

SCHG SCHWAB STRATEGIC TR35.1K shares-31.18%2026-03-312026-05-11

IVLU ISHARES TR25.2K shares0.10%2026-03-312026-05-11

CMI CUMMINS INC1.8K shares-1.89%2026-03-312026-05-11

BAC BANK AMERICA CORP20.0K shares2.14%2026-03-312026-05-11

APD AIR PRODUCTS AND CHEMICALS I3.2K shares-3.57%2026-03-312026-05-11

Sponsored

DRI DARDEN RESTAURANTS INC4.8K shares-2.66%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares9.22%2026-03-312026-05-11

XHLF BONDBLOXX ETF TRUST17.9K shares-16.28%2026-03-312026-05-11

IJH ISHARES TR12.8K shares-2.87%2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC9.9K shares-3.51%2026-03-312026-05-11

MA MASTERCARD INCORPORATED1.7K shares-9.47%2026-03-312026-05-11

CSCO CISCO SYS INC10.7K shares4.81%2026-03-312026-05-11

CVX CHEVRON CORPORATION4.0K shares1.37%2026-03-312026-05-11

Sponsored

NEE NEXTERA ENERGY INC8.8K shares-2.62%2026-03-312026-05-11

O REALTY INCOME CORP13.3K shares-4.10%2026-03-312026-05-11

DTE DTE ENERGY CO5.4K shares18.80%2026-03-312026-05-11

USMV ISHARES TR8.6K shares1.81%2026-03-312026-05-11

SCHD SCHWAB STRATEGIC TR25.7K shares-7.11%2026-03-312026-05-11

UNP UNION PAC CORP3.2K shares-1.03%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC3.7K shares-1.26%2026-03-312026-05-11

CAT CATERPILLAR INC1.1K shares3.24%2026-03-312026-05-11

Sponsored

XLV SELECT SECTOR SPDR TR5.0K shares-0.57%2026-03-312026-05-11

IWD ISHARES TR3.4K shares-1.57%2026-03-312026-05-11

ORCL ORACLE CORP4.9K shares-9.15%2026-03-312026-05-11

CSL CARLISLE COS INC2.1K shares2.32%2026-03-312026-05-11

SPTM SPDR SERIES TRUST8.7K shares0.07%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC803 shares1.39%2026-03-312026-05-11

GEV GE VERNOVA INC763 shares4.66%2026-03-312026-05-11

BA BOEING CO3.2K shares6.60%2026-03-312026-05-11

Sponsored

BMY BRISTOL-MYERS SQUIBB CO10.5K shares12.38%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC3.6K shares-0.17%2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE2.1K shares2.83%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC4.8K shares13.10%2026-03-312026-05-11

RTX RTX CORPORATION3.0K shares4.37%2026-03-312026-05-11

SYK STRYKER CORPORATION1.7K shares5.83%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC2.1K shares-8.26%2026-03-312026-05-11

CGXU CAPITAL GROUP INTL FOCUS EQT19.1K shares0.00%2026-03-312026-05-11

Sponsored

TT TRANE TECHNOLOGIES PLC1.3K shares-11.75%2026-03-312026-05-11

TJX TJX COS INC NEW3.5K shares-0.54%2026-03-312026-05-11

PG PROCTER & GAMBLE CO3.8K shares-1.44%2026-03-312026-05-11

CMCSA COMCAST CORP NEW19.0K shares0.08%2026-03-312026-05-11

IEUR ISHARES TR7.5K shares-7.64%2026-03-312026-05-11

XLI SELECT SECTOR SPDR TR3.2K shares-6.86%2026-03-312026-05-11

AVDE AMERICAN CENTY ETF TR6.1K shares16.31%2026-03-312026-05-11

XLY SELECT SECTOR SPDR TR4.7K shares-12.25%2026-03-312026-05-11

Sponsored

SBUX STARBUCKS CORP5.7K shares-14.33%2026-03-312026-05-11

ECL ECOLAB INC1.9K shares2.84%2026-03-312026-05-11

XLC SELECT SECTOR SPDR TR4.6K shares-2.02%2026-03-312026-05-11

PEP PEPSICO INC3.2K shares13.91%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP2.3K shares7.95%2026-03-312026-05-11

DE DEERE & CO856 shares3.51%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS1.9K shares11.35%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC3.2K shares6.22%2026-03-312026-05-11

Sponsored

IWR ISHARES TR4.7K shares0.00%2026-03-312026-05-11

VTI VANGUARD INDEX FDS1.4K shares-1.13%2026-03-312026-05-11

BBY BEST BUY INC6.9K shares4.62%2026-03-312026-05-11

IYW ISHARES TR2.4K shares-87.37%2026-03-312026-05-11

EMXC ISHARES INC5.4K shares-6.34%2026-03-312026-05-11

AMAT APPLIED MATLS INC1.2K shares9.72%2026-03-312026-05-11

NEM NEWMONT CORP3.9K shares4.59%2026-03-312026-05-11

APH AMPHENOL CORP3.3K shares4.94%2026-03-312026-05-11

Sponsored

WFC WELLS FARGO & CO5.2K shares9.92%2026-03-312026-05-11

ABT ABBOTT LABORATORIES3.9K shares-16.84%2026-03-312026-05-11

IVV ISHARES TR610 shares-36.26%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC406 shares25.31%2026-03-312026-05-11

DMB BNY MELLON MUN BD INFRASTRUC37.0K shares-7.97%2026-03-312026-05-11

FIS FIDELITY NATL INFORMATION SV8.3K shares-2.15%2026-03-312026-05-11

LRGF ISHARES TR5.8K shares46.66%2026-03-312026-05-11

COP CONOCOPHILLIPS2.8K shares-0.78%2026-03-312026-05-11

Sponsored

ETR ENTERGY CORP NEW3.3K shares-3.09%2026-03-312026-05-11

CITIGROUP INC CITIGROUP INC3.2K shares11.00%2026-03-312026-05-11

SPGI S&P GLOBAL INC841 shares5.52%2026-03-312026-05-11

AVUS AMERICAN CENTY ETF TR3.2K shares26.31%2026-03-312026-05-11

LOW LOWES COS INC1.5K shares2.93%2026-03-312026-05-11

T AT&T INC12.3K shares-10.03%2026-03-312026-05-11

ASML ASML HLDG NV267 sharesnew addition2026-03-312026-05-11

DTM DT MIDSTREAM INC2.6K shares13.38%2026-03-312026-05-11

Sponsored

TGT TARGET CORP2.8K shares15.55%2026-03-312026-05-11

FDX FEDEX CORP917 shares28.61%2026-03-312026-05-11

ALL ALLSTATE CORP1.6K shares1.10%2026-03-312026-05-11

WELL WELLTOWER INC1.6K shares3.17%2026-03-312026-05-11

NOW SERVICENOW INC3.1K shares-1.38%2026-03-312026-05-11

VLUE ISHARES TR2.2K sharesnew addition2026-03-312026-05-11

DVN DEVON ENERGY CORP NEW6.1K shares5.32%2026-03-312026-05-11

MS MORGAN STANLEY1.9K shares1.68%2026-03-312026-05-11

Sponsored

NVS NOVARTIS AG2.0K sharesnew addition2026-03-312026-05-11

VGT VANGUARD WORLD FD438 shares-7.01%2026-03-312026-05-11

DFUS DIMENSIONAL ETF TRUST4.3K shares0.05%2026-03-312026-05-11

GILD GILEAD SCIENCES INC2.2K shares2.24%2026-03-312026-05-11

PNC PNC FINL SVCS GROUP INC1.4K shares21.94%2026-03-312026-05-11

CRM SALESFORCE INC1.6K shares-25.34%2026-03-312026-05-11

PFE PFIZER INC10.3K shares13.64%2026-03-312026-05-11

IWF ISHARES TR675 shares-47.47%2026-03-312026-05-11

Sponsored

DLN WISDOMTREE TR3.2K shares3.11%2026-03-312026-05-11

DGRO ISHARES TR4.0K shares0.07%2026-03-312026-05-11

LINDE PLC LINDE PLC565 shares11.22%2026-03-312026-05-11

FISI FINANCIAL INSTITUTIONS INC8.7K shares0.18%2026-03-312026-05-11

RJF RAYMOND JAMES FINL INC1.9K shares-17.10%2026-03-312026-05-11

AMGN AMGEN INC781 shares12.70%2026-03-312026-05-11

ISRG INTUITIVE SURGICAL INC595 shares10.19%2026-03-312026-05-11

SCHV SCHWAB STRATEGIC TR8.9K shares0.00%2026-03-312026-05-11

Sponsored

XLE SELECT SECTOR SPDR TR4.4K shares-13.36%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.4K sharesnew addition2026-03-312026-05-11

EMR EMERSON ELEC CO2.0K shares3.52%2026-03-312026-05-11

IUSG ISHARES TR1.7K shares1.07%2026-03-312026-05-11

KLAC KLA CORP178 shares7.88%2026-03-312026-05-11

CVS CVS HEALTH CORP3.6K shares5.33%2026-03-312026-05-11

COF CAPITAL ONE FINL CORP1.4K shares23.30%2026-03-312026-05-11

MTUM ISHARES TR1.1K shares2.29%2026-03-312026-05-11

Sponsored

ABNB AIRBNB INC2.0K sharesnew addition2026-03-312026-05-11

UPS UNITED PARCEL SVCS INC2.5K sharesnew addition2026-03-312026-05-11

BKNG BOOKING HOLDINGS INC59 shares13.46%2026-03-312026-05-11

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F3.6K sharesnew addition2026-03-312026-05-11

DIS DISNEY WALT CO2.5K shares8.95%2026-03-312026-05-11

ARISTA NETWORKS INC ARISTA NETWORKS INC2.0K shares21.79%2026-03-312026-05-11

INTC INTEL CORP5.5K sharesnew addition2026-03-312026-05-11

VB VANGUARD INDEX FDS918 shares-0.86%2026-03-312026-05-11

Sponsored

MMU WESTERN ASSET MANAGED MUNS F23.3K shares-0.04%2026-03-312026-05-11

MCK MCKESSON CORP273 shares5.41%2026-03-312026-05-11

PSX PHILLIPS 661.3K sharesnew addition2026-03-312026-05-11

NOC NORTHROP GRUMMAN CORP343 sharesnew addition2026-03-312026-05-11

APP APPLOVIN CORP578 shares22.20%2026-03-312026-05-11

SNDK SANDISK CORP360 sharesnew addition2026-03-312026-05-11

UBER UBER TECHNOLOGIES INC3.2K shares28.24%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP373 sharesnew addition2026-03-312026-05-11

Sponsored

GLDM WORLD GOLD TR2.4K shares-31.06%2026-03-312026-05-11

SO SOUTHERN CO2.3K shares-6.83%2026-03-312026-05-11

TD TORONTO DOMINION BK ONT2.4K sharesnew addition2026-03-312026-05-11

TMUS T-MOBILE US INC1.0K shares1.95%2026-03-312026-05-11

ZMAR INNOVATOR ETFS TRUST7.9K sharesnew addition2026-03-312026-05-11

PEG PUBLIC SVC ENTERPRISE GROUP2.7K shares-9.82%2026-03-312026-05-11

VTV VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-05-11

PH PARKER-HANNIFIN CORP243 shares5.65%2026-03-312026-05-11

Sponsored

TXN TEXAS INSTRS INC1.1K sharesnew addition2026-03-312026-05-11

UNILEVER PLC UNILEVER PLC3.8K sharesnew addition2026-03-312026-05-11

IJR ISHARES TR1.7K shares0.12%2026-03-312026-05-11

SCHW SCHWAB CHARLES CORP2.2K sharesnew addition2026-03-312026-05-11

SHEL SHELL PLC2.2K sharesnew addition2026-03-312026-05-11

HON HONEYWELL INTL INC898 sharesnew addition2026-03-312026-05-11

WDC WESTERN DIGITAL CORP744 sharesnew addition2026-03-312026-05-11

F FORD MTR CO17.2K shares13.47%2026-03-312026-05-11

Sponsored

SAN BANCO SANTANDER SA12.3K sharesnew addition2026-03-312026-05-11

CHY CALAMOS CONV & HIGH INCOME F10.9K shares2.58%2026-03-312026-05-11

IAUX I-80 GOLD CORP70.6K shares-1.06%2026-03-312026-05-11

MFG MIZUHO FINANCIAL GROUP INC12.3K sharesnew addition2026-03-312026-05-11

AXL DAUCH CORP14.6K shares-50.46%2026-03-312026-05-11

LYG LLOYDS BANKING GROUP PLC12.6K sharesnew addition2026-03-312026-05-11

CMPX COMPASS THERAPEUTICS INC10.4K shares1.32%2026-03-312026-05-11

IRWD IRONWOOD PHARMACEUTICALS INC10.9K shares-0.54%2026-03-312026-05-11

Sponsored

HIO WESTERN ASSET HIGH INCOME OP10.2K sharesnew addition2026-03-312026-05-11

SPYM

SPDR SERIES TRUST

39.51%

Shares424.9K

Event2026-03-31

Filed2026-05-11

DYNF

BLACKROCK ETF TRUST

-0.47%

Shares432.8K

Event2026-03-31

Filed2026-05-11

SPYV

SPDR SERIES TRUST

-3.01%

Shares415.0K

Event2026-03-31

Filed2026-05-11

SPYG

SPDR SERIES TRUST

0.40%

Shares201.1K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

0.10%

Shares68.3K

Event2026-03-31

Filed2026-05-11

CORO

BLACKROCK ETF TRUST

New

Shares472.6K

Event2026-03-31

Filed2026-05-11

EFV

ISHARES TR

-29.00%

Shares197.7K

Event2026-03-31

Filed2026-05-11

QUAL

ISHARES TR

-0.22%

Shares68.2K

Event2026-03-31

Filed2026-05-11

INRO

BLACKROCK ETF TRUST

0.27%

Shares391.7K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

7.59%

Shares64.9K

Event2026-03-31

Filed2026-05-11

CWI

SPDR INDEX SHS FDS

New

Shares309.0K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

-2.35%

Shares30.0K

Event2026-03-31

Filed2026-05-11

SPMO

INVESCO EXCH TRADED FD TR II

0.38%

Shares89.4K

Event2026-03-31

Filed2026-05-11

THRO

BLACKROCK ETF TRUST

0.76%

Shares268.6K

Event2026-03-31

Filed2026-05-11

ARTY

ISHARES TR

519.25%

Shares201.4K

Event2026-03-31

Filed2026-05-11

AVEM

AMERICAN CENTY ETF TR

2.89%

Shares108.4K

Event2026-03-31

Filed2026-05-11

SHLD

GLOBAL X FDS

13.05%

Shares115.3K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

-5.44%

Shares37.2K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

2.25%

Shares20.1K

Event2026-03-31

Filed2026-05-11

DIVO

AMPLIFY ETF TR

-4.38%

Shares112.6K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

-0.77%

Shares16.8K

Event2026-03-31

Filed2026-05-11

ITW

ILLINOIS TOOL WKS INC

1.52%

Shares18.9K

Event2026-03-31

Filed2026-05-11

IEMG

ISHARES INC

-73.70%

Shares70.2K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

-1.55%

Shares38.7K

Event2026-03-31

Filed2026-05-11

GRAYSCALE BITCOIN MINI TR ET

36.95%

Shares149.9K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

3.73%

Shares12.9K

Event2026-03-31

Filed2026-05-11

EXPD

EXPEDITORS INTL WASH INC

-1.40%

Shares25.7K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

0.96%

Shares14.3K

Event2026-03-31

Filed2026-05-11

XLK

SELECT SECTOR SPDR TR

-47.84%

Shares24.8K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

2.21%

Shares11.5K

Event2026-03-31

Filed2026-05-11

IBDU

ISHARES TR

3.44%

Shares141.7K

Event2026-03-31

Filed2026-05-11

IBDR

ISHARES TR

4.24%

Shares136.0K

Event2026-03-31

Filed2026-05-11

IBDT

ISHARES TR

3.93%

Shares130.1K

Event2026-03-31

Filed2026-05-11

IBDV

ISHARES TR

3.61%

Shares150.1K

Event2026-03-31

Filed2026-05-11

IBDS

ISHARES TR

3.60%

Shares135.4K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP

-0.41%

Shares10.1K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

1.48%

Shares3.2K

Event2026-03-31

Filed2026-05-11

SGOV

ISHARES TR

573.54%

Shares26.1K

Event2026-03-31

Filed2026-05-11

MPC

MARATHON PETE CORP

-4.84%

Shares10.8K

Event2026-03-31

Filed2026-05-11