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The Analysis of StoryOne LLC's Holdings & P&L

Currently, StoryOne LLC holds 73 types of securities in its portfolio with a total value $177.4M. In the most recent quarter, they have increased their positions in N/A (+143.7K shares, valued at $837.6K); initiated new positions in N/A (+N/A shares, valued at $34.0M), N/A (+N/A shares, valued at $26.4M), IWP (+N/A shares, valued at $15.2M).

1M P&L

+N/A+0.00%

3M P&L

+N/A+0.00%

HY P&L

+N/A+0.00%

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/A72.7M

67.2%

2Semiconductors8.1M

7.5%

3Software - Infrastructure5.1M

4.7%

Top Industries by Stock Count

1N/A22 stocks

34.9%

2Drug Manufacturers - General3 stocks

4.8%

3Semiconductors3 stocks

4.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TRN/A sharesnew addition2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDSN/A sharesnew addition2026-03-312026-04-22

IWP ISHARES TRN/A sharesnew addition2026-03-312026-04-22

DIA STATE STR SPDR DOW JONES INDN/A sharesnew addition2026-03-312026-04-22

AGG ISHARES TRN/A sharesnew addition2026-03-312026-04-22

USTB VICTORY PORTFOLIOS IIN/A sharesnew addition2026-03-312026-04-22

IJT ISHARES TRN/A sharesnew addition2026-03-312026-04-22

NVDA NVIDIA CORPORATIONN/A sharesnew addition2026-03-312026-04-22

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AAPL APPLE INCN/A sharesnew addition2026-03-312026-04-22

MSFT MICROSOFT CORPN/A sharesnew addition2026-03-312026-04-22

IWB ISHARES TRN/A sharesnew addition2026-03-312026-04-22

ALPHABET INC ALPHABET INCN/A sharesnew addition2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDSN/A sharesnew addition2026-03-312026-04-22

META META PLATFORMS INCN/A sharesnew addition2026-03-312026-04-22

GLD SPDR GOLD TRN/A sharesnew addition2026-03-312026-04-22

FYC FIRST TR EXCHANGE-TRADED ALPN/A sharesnew addition2026-03-312026-04-22

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AMD ADVANCED MICRO DEVICES INCN/A sharesnew addition2026-03-312026-04-22

AMZN AMAZON COM INCN/A sharesnew addition2026-03-312026-04-22

BROADCOM INC BROADCOM INCN/A sharesnew addition2026-03-312026-04-22

EFA ISHARES TRN/A sharesnew addition2026-03-312026-04-22

ALPHABET INC ALPHABET INCN/A sharesnew addition2026-03-312026-04-22

TSLA TESLA INCN/A sharesnew addition2026-03-312026-04-22

XOM EXXON MOBIL CORPN/A sharesnew addition2026-03-312026-04-22

ORCL ORACLE CORPN/A sharesnew addition2026-03-312026-04-22

Sponsored

RIVIAN AUTOMOTIVE INC RIVIAN AUTOMOTIVE INC143.7K sharesnew addition2026-03-312026-04-22

MGC VANGUARD WORLD FDN/A sharesnew addition2026-03-312026-04-22

JPM JPMORGAN CHASE & CON/A sharesnew addition2026-03-312026-04-22

VUG VANGUARD INDEX FDSN/A sharesnew addition2026-03-312026-04-22

SCHF SCHWAB STRATEGIC TRN/A sharesnew addition2026-03-312026-04-22

JNJ JOHNSON & JOHNSONN/A sharesnew addition2026-03-312026-04-22

WMT WALMART INCN/A sharesnew addition2026-03-312026-04-22

IVV ISHARES TRN/A sharesnew addition2026-03-312026-04-22

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VTI VANGUARD INDEX FDSN/A sharesnew addition2026-03-312026-04-22

LLY ELI LILLY & CON/A sharesnew addition2026-03-312026-04-22

SOXX ISHARES TRN/A sharesnew addition2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DELN/A sharesnew addition2026-03-312026-04-22

GEV GE VERNOVA INCN/A sharesnew addition2026-03-312026-04-22

V VISA INCN/A sharesnew addition2026-03-312026-04-22

CSCO CISCO SYS INCN/A sharesnew addition2026-03-312026-04-22

IEI ISHARES TRN/A sharesnew addition2026-03-312026-04-22

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PSBD PALMER SQUARE CAPITAL BDC INN/A sharesnew addition2026-03-312026-04-22

NEE NEXTERA ENERGY INCN/A sharesnew addition2026-03-312026-04-22

CVX CHEVRON CORPORATIONN/A sharesnew addition2026-03-312026-04-22

ABBV ABBVIE INCN/A sharesnew addition2026-03-312026-04-22

GE AEROSPACE GE AEROSPACEN/A sharesnew addition2026-03-312026-04-22

MU MICRON TECHNOLOGY INCN/A sharesnew addition2026-03-312026-04-22

SCHB SCHWAB STRATEGIC TRN/A sharesnew addition2026-03-312026-04-22

PG PROCTER & GAMBLE CON/A sharesnew addition2026-03-312026-04-22

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FBTC FIDELITY WISE ORIGIN BITCOINN/A sharesnew addition2026-03-312026-04-22

CAT CATERPILLAR INCN/A sharesnew addition2026-03-312026-04-22

WFC WELLS FARGO & CON/A sharesnew addition2026-03-312026-04-22

LAM RESEARCH CORP LAM RESEARCH CORPN/A sharesnew addition2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATIONN/A sharesnew addition2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INCN/A sharesnew addition2026-03-312026-04-22

GWX SPDR INDEX SHS FDSN/A sharesnew addition2026-03-312026-04-22

NFLX NETFLIX INC.N/A sharesnew addition2026-03-312026-04-22

Sponsored

GS GOLDMAN SACHS GROUP INCN/A sharesnew addition2026-03-312026-04-22

AMAT APPLIED MATLS INCN/A sharesnew addition2026-03-312026-04-22

HD HOME DEPOT INCN/A sharesnew addition2026-03-312026-04-22

APH AMPHENOL CORPN/A sharesnew addition2026-03-312026-04-22

KO COCA COLA CON/A sharesnew addition2026-03-312026-04-22

PEP PEPSICO INCN/A sharesnew addition2026-03-312026-04-22

VONG VANGUARD SCOTTSDALE FDSN/A sharesnew addition2026-03-312026-04-22

MA MASTERCARD INCORPORATEDN/A sharesnew addition2026-03-312026-04-22

Sponsored

HON HONEYWELL INTL INCN/A sharesnew addition2026-03-312026-04-22

TJX TJX COS INC NEWN/A sharesnew addition2026-03-312026-04-22

WELL WELLTOWER INCN/A sharesnew addition2026-03-312026-04-22

MS MORGAN STANLEYN/A sharesnew addition2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INCN/A sharesnew addition2026-03-312026-04-22

BND VANGUARD BD INDEX FDSN/A sharesnew addition2026-03-312026-04-22

TMO THERMO FISHER SCIENTIFIC INCN/A sharesnew addition2026-03-312026-04-22

LINDE PLC LINDE PLCN/A sharesnew addition2026-03-312026-04-22

Sponsored

BAC BANK AMERICA CORPN/A sharesnew addition2026-03-312026-04-22

INVESCO QQQ TR

New

SharesN/A

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

New

SharesN/A

Event2026-03-31

Filed2026-04-22

IWP

ISHARES TR

New

SharesN/A

Event2026-03-31

Filed2026-04-22

DIA

STATE STR SPDR DOW JONES IND

New

SharesN/A

Event2026-03-31

Filed2026-04-22

AGG

ISHARES TR

New

SharesN/A

Event2026-03-31

Filed2026-04-22

USTB

VICTORY PORTFOLIOS II

New

SharesN/A

Event2026-03-31

Filed2026-04-22

IJT

ISHARES TR

New

SharesN/A

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

New

SharesN/A

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

New

SharesN/A

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

New

SharesN/A

Event2026-03-31

Filed2026-04-22

IWB

ISHARES TR

New

SharesN/A

Event2026-03-31

Filed2026-04-22

ALPHABET INC

New

SharesN/A

Event2026-03-31

Filed2026-04-22

VEA

VANGUARD TAX-MANAGED FDS

New

SharesN/A

Event2026-03-31

Filed2026-04-22