Sponsored

The Analysis of SUMITOMO MITSUI FINANCIAL GROUP, INC.'s Holdings & P&L

Currently, SUMITOMO MITSUI FINANCIAL GROUP, INC. holds 167 types of securities in its portfolio with a total value $4.9B. In the most recent quarter, they have increased their positions in N/A (+10.3M shares, valued at $190.5M), SOXX (+194.5K shares, valued at $63.9M), DIA (+128.0K shares, valued at $59.3M); decreased their positions in SJNK (-577.2K shares, valued at $14.4M), SGOV (-27.4K shares, valued at $2.8M), SDY (-14.4K shares, valued at $2.1M); initiated new positions in N/A (+10.3M shares, valued at $190.5M), DIA (+128.0K shares, valued at $59.3M), APH (+226.6K shares, valued at $28.6M).

1M P&L

+249.3M+5.81%

3M P&L

-48.4M-1.05%

HY P&L

-387.1M-7.86%

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

1Asset Management2.2B

41.1%

2N/A1.7B

31.9%

3Capital Markets573.4M

10.9%

Top Industries by Stock Count

1N/A76 stocks

50.3%

2Semiconductors6 stocks

4.0%

3Software - Application6 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ARES ARES MANAGEMENT CORPORATION13.4M shares0.00%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T756.0K shares0.33%2026-03-312026-05-14

JEF JEFFERIES FINL GROUP INC9.2M shares0.00%2026-03-312026-05-14

GLD SPDR GOLD TR590.1K shares7.92%2026-03-312026-05-14

POLESTAR AUTOMOTIVE HLDG UK POLESTAR AUTOMOTIVE HLDG UK10.3M sharesnew addition2026-03-312026-05-14

CME CME GROUP INC471.8K shares0.00%2026-03-312026-05-14

AGG ISHARES TR1.4M shares0.18%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR181.8K shares1.76%2026-03-312026-05-14

Sponsored

LQD ISHARES TR835.0K shares2.02%2026-03-312026-05-14

NVDA NVIDIA CORPORATION468.5K shares2.33%2026-03-312026-05-14

IEF ISHARES TR855.2K shares2.68%2026-03-312026-05-14

BROADCOM INC BROADCOM INC236.9K shares6.07%2026-03-312026-05-14

ALPHABET INC ALPHABET INC254.7K shares5.69%2026-03-312026-05-14

SOXX ISHARES TR206.9K shares1557.78%2026-03-312026-05-14

HYG ISHARES TR776.8K shares9.33%2026-03-312026-05-14

ARISTA NETWORKS INC ARISTA NETWORKS INC490.3K shares5.99%2026-03-312026-05-14

Sponsored

DIA SPDR DOW JONES INDL AVERAGE128.0K sharesnew addition2026-03-312026-05-14

IGSB ISHARES TR1.0M shares-1.38%2026-03-312026-05-14

XYZ BLOCK INC907.9K shares-0.03%2026-03-312026-05-14

SJNK SPDR SERIES TRUST2.0M shares-22.68%2026-03-312026-05-14

MSFT MICROSOFT CORP127.0K shares17.04%2026-03-312026-05-14

AMZN AMAZON COM INC223.1K shares6.26%2026-03-312026-05-14

META META PLATFORMS INC80.3K shares6.53%2026-03-312026-05-14

MBB ISHARES TR471.8K shares4.02%2026-03-312026-05-14

Sponsored

JPM JPMORGAN CHASE & CO143.3K shares8.40%2026-03-312026-05-14

PFF ISHARES TR1.3M shares12.95%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE123.5K shares12.27%2026-03-312026-05-14

KW KENNEDY-WILSON HOLDINGS INC COM2.8M shares0.00%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO95.9K shares10.41%2026-03-312026-05-14

AMGN AMGEN INC82.0K shares5.02%2026-03-312026-05-14

APH AMPHENOL CORP226.6K sharesnew addition2026-03-312026-05-14

NEM NEWMONT CORP252.2K shares32.71%2026-03-312026-05-14

Sponsored

GWW WW GRAINGER INC24.7K shares9.69%2026-03-312026-05-14

FSLR FIRST SOLAR INC130.5K shares16.38%2026-03-312026-05-14

TLT ISHARES TR295.6K shares-1.48%2026-03-312026-05-14

DHI D R HORTON INC186.5K shares10.20%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC25.1K shares9.98%2026-03-312026-05-14

INTU INTUIT55.6K shares25.06%2026-03-312026-05-14

KO COCA COLA CO311.3K shares8.01%2026-03-312026-05-14

BSX BOSTON SCIENTIFIC CORP334.8K shares24.04%2026-03-312026-05-14

Sponsored

SHV ISHARES TR185.7K shares70.68%2026-03-312026-05-14

VGT VANGUARD WORLD FD28.9K shares6.26%2026-03-312026-05-14

BAB INVESCO EXCH TRADED FD TR II659.0K shares4.16%2026-03-312026-05-14

GOVT ISHARES TR671.7K shares-5.80%2026-03-312026-05-14

IYR ISHARES TR126.1K shares-0.86%2026-03-312026-05-14

ULTA ULTA BEAUTY INC20.7K shares14.93%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION10.7K shares1.27%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS17.1K shares-1.22%2026-03-312026-05-14

Sponsored

SHY ISHARES TR122.4K shares-1.40%2026-03-312026-05-14

SGOV ISHARES TR99.6K shares-21.56%2026-03-312026-05-14

QCOM QUALCOMM INC73.0K shares13.40%2026-03-312026-05-14

XLP SELECT SECTOR SPDR TR114.6K shares-6.76%2026-03-312026-05-14

XLU SELECT SECTOR SPDR TR204.0K shares-7.88%2026-03-312026-05-14

VCSH VANGUARD SCOTTSDALE FDS111.9K shares11.15%2026-03-312026-05-14

TIP ISHARES TR67.5K shares3.98%2026-03-312026-05-14

VCLT VANGUARD SCOTTSDALE FDS89.9K shares12.71%2026-03-312026-05-14

Sponsored

EEM ISHARES TR115.4K shares59.49%2026-03-312026-05-14

ALLW SSGA ACTIVE TR222.9K shares-7.07%2026-03-312026-05-14

INDA ISHARES TR125.9K shares-16.03%2026-03-312026-05-14

CSCO CISCO SYS INC68.5K shares-1.16%2026-03-312026-05-14

IEI ISHARES TR44.7K shares1.89%2026-03-312026-05-14

PFE PFIZER INC183.4K shares-3.55%2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS59.5K shares17.57%2026-03-312026-05-14

RL RALPH LAUREN CORP13.8K shares12.97%2026-03-312026-05-14

Sponsored

CIBR FIRST TR EXCHANGE TRADED FD66.0K shares-12.95%2026-03-312026-05-14

TXN TEXAS INSTRS INC20.8K shares5.43%2026-03-312026-05-14

IYE ISHARES TR59.6K shares-19.74%2026-03-312026-05-14

PEP PEPSICO INC24.3K shares-2.49%2026-03-312026-05-14

PG PROCTER & GAMBLE CO26.1K shares-7.50%2026-03-312026-05-14

HD HOME DEPOT INC11.3K shares1.43%2026-03-312026-05-14

CELH CELSIUS HLDGS INC100.0K shares0.00%2026-03-312026-05-14

IGV ISHARES TR43.9K shares1.13%2026-03-312026-05-14

Sponsored

SDY SPDR SERIES TRUST23.6K shares-37.96%2026-03-312026-05-14

BK BANK NEW YORK MELLON CORP26.3K shares12.55%2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO46.3K shares8.33%2026-03-312026-05-14

GDX VANECK ETF TRUST28.7K shares26.72%2026-03-312026-05-14

REET ISHARES TR101.3K shares-3.35%2026-03-312026-05-14

T AT&T INC84.8K shares-0.54%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR73.4K shares-33.81%2026-03-312026-05-14

EMB ISHARES TR22.9K shares42.05%2026-03-312026-05-14

Sponsored

SKYY FIRST TR EXCHANGE TRADED FD18.5K shares18.56%2026-03-312026-05-14

OMC OMNICOM GROUP INC25.4K shares3.23%2026-03-312026-05-14

IHI ISHARES TR29.0K shares36.08%2026-03-312026-05-14

VT VANGUARD INTL EQUITY INDEX F10.1K shares362.19%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS15.0K shares6.12%2026-03-312026-05-14

IEMG ISHARES INC18.4K shares-6.00%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC25.2K shares20.10%2026-03-312026-05-14

XBI SPDR SERIES TRUST9.6K shares1.95%2026-03-312026-05-14

Sponsored

XLC SELECT SECTOR SPDR TR9.9K shares25.95%2026-03-312026-05-14

VHT VANGUARD WORLD FD3.4K shares27.94%2026-03-312026-05-14

WCLD WISDOMTREE TR33.4K shares12.29%2026-03-312026-05-14

VCR VANGUARD WORLD FD2.5K shares38.22%2026-03-312026-05-14

IBB ISHARES TR4.9K shares0.75%2026-03-312026-05-14

KMB KIMBERLY-CLARK CORP7.9K shares37.86%2026-03-312026-05-14

SYY SYSCO CORP10.6K shares-21.48%2026-03-312026-05-14

DVY ISHARES TR4.8K shares-15.57%2026-03-312026-05-14

Sponsored

PAVE GLOBAL X FDS11.3K shares-35.50%2026-03-312026-05-14

FXI ISHARES TR15.0K shares18.42%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC7.1K sharesnew addition2026-03-312026-05-14

COIN COINBASE GLOBAL INC2.8K sharesnew addition2026-03-312026-05-14

GDXJ VANECK ETF TRUST4.0K shares-25.52%2026-03-312026-05-14

GIS GENERAL MILLS INC13.0K shares-23.10%2026-03-312026-05-14

PROSHARES TR PROSHARES TR12.0K shares0.00%2026-03-312026-05-14

AAPL APPLE INC1.7K shares-24.79%2026-03-312026-05-14

Sponsored

MDLZ MONDELEZ INTL INC7.0K shares-19.89%2026-03-312026-05-14

ITW ILLINOIS TOOL WKS INC1.4K shares1.17%2026-03-312026-05-14

REM ISHARES TR16.8K shares0.00%2026-03-312026-05-14

NFLX NETFLIX INC.3.6K shares256.00%2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC840 shares241.46%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC943 shares-57.81%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR5.2K shares99.58%2026-03-312026-05-14

HEWJ ISHARES TR5.6K shares0.00%2026-03-312026-05-14

Sponsored

QCLN FIRST TR EXCHANGE-TRADED FD5.9K shares4.17%2026-03-312026-05-14

EWJ ISHARES INC3.2K shares0.00%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC2.0K sharesnew addition2026-03-312026-05-14

LULU LULULEMON ATHLETICA INC1.4K shares133.33%2026-03-312026-05-14

ADBE ADOBE INC850 shares962.50%2026-03-312026-05-14

BOND PIMCO ETF TR2.2K shares0.00%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP330 sharesnew addition2026-03-312026-05-14

ALPHABET INC ALPHABET INC687 shares-44.82%2026-03-312026-05-14

Sponsored

IEO ISHARES TR1.6K shares-20.22%2026-03-312026-05-14

IDV ISHARES TR4.1K sharesnew addition2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC1.1K shares54.94%2026-03-312026-05-14

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II2.2K shares1006.12%2026-03-312026-05-14

IWM ISHARES TR634 shares0.00%2026-03-312026-05-14

CHTR CHARTER COMMUNICATIONS INC700 sharesnew addition2026-03-312026-05-14

COF CAPITAL ONE FINL CORP700 sharesnew addition2026-03-312026-05-14

XSOE WISDOMTREE TR3.1K shares0.00%2026-03-312026-05-14

Sponsored

ORCL ORACLE CORP822 sharesnew addition2026-03-312026-05-14

XOM EXXON MOBIL CORP700 sharesnew addition2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP500 shares-52.38%2026-03-312026-05-14

ESGV VANGUARD WORLD FD938 shares0.00%2026-03-312026-05-14

EAGG ISHARES TR2.2K shares0.00%2026-03-312026-05-14

AMAT APPLIED MATLS INC300 sharesnew addition2026-03-312026-05-14

ARM ARM HOLDINGS PLC677 shares-9.85%2026-03-312026-05-14

ZM ZOOM COMMUNICATIONS INC1.3K shares170.94%2026-03-312026-05-14

Sponsored

CRM SALESFORCE INC500 shares-68.63%2026-03-312026-05-14

EMLC VANECK ETF TRUST3.0K sharesnew addition2026-03-312026-05-14

JNJ JOHNSON & JOHNSON305 shares-80.23%2026-03-312026-05-14

TGT TARGET CORP600 sharesnew addition2026-03-312026-05-14

CAT CATERPILLAR INC100 shares-54.55%2026-03-312026-05-14

ALGN ALIGN TECHNOLOGY INC400 sharesnew addition2026-03-312026-05-14

PYLD PIMCO ETF TR2.5K shares0.00%2026-03-312026-05-14

TMUS T-MOBILE US INC300 sharesnew addition2026-03-312026-05-14

Sponsored

WMT WALMART INC500 shares509.76%2026-03-312026-05-14

GM GENERAL MTRS CO800 sharesnew addition2026-03-312026-05-14

XLB SELECT SECTOR SPDR TR1.2K shares0.00%2026-03-312026-05-14

UPS UNITED PARCEL SVCS INC600 sharesnew addition2026-03-312026-05-14

HEZU ISHARES TR1.1K shares0.00%2026-03-312026-05-14

UNP UNION PAC CORP200 sharesnew addition2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS195 shares-46.43%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR817 shares47.47%2026-03-312026-05-14

Sponsored

BA BOEING CO200 sharesnew addition2026-03-312026-05-14

SHOP SHOPIFY INC327 shares-72.12%2026-03-312026-05-14

FCPI FIDELITY COVINGTON TRUST705 shares-70.47%2026-03-312026-05-14

CCL CARNIVAL CORP1.2K shares7.36%2026-03-312026-05-14

CHIQ GLOBAL X FDS1.6K shares-7.13%2026-03-312026-05-14

EMQQ EXCHANGE TRADED CONCEPTS TRU876 shares-6.41%2026-03-312026-05-14

EIDO ISHARES TR905 shares40.75%2026-03-312026-05-14

ZS ZSCALER INC100 shares-53.49%2026-03-312026-05-14

Sponsored

XLI SELECT SECTOR SPDR TR72 shares2300.00%2026-03-312026-05-14

EWT ISHARES INC114 shares0.00%2026-03-312026-05-14

LLY ELI LILLY & CO8 shares-96.52%2026-03-312026-05-14

MCD MCDONALDS CORP15 shares0.00%2026-03-312026-05-14

THD ISHARES INC64 sharesnew addition2026-03-312026-05-14

EWZ ISHARES INC115 sharesnew addition2026-03-312026-05-14

USMV ISHARES TR10 shares-97.21%2026-03-312026-05-14

ARES

ARES MANAGEMENT CORPORATION

0.00%

Shares13.4M

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

0.33%

Shares756.0K

Event2026-03-31

Filed2026-05-14

JEF

JEFFERIES FINL GROUP INC

0.00%

Shares9.2M

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

7.92%

Shares590.1K

Event2026-03-31

Filed2026-05-14

POLESTAR AUTOMOTIVE HLDG UK

New

Shares10.3M

Event2026-03-31

Filed2026-05-14

CME

CME GROUP INC

0.00%

Shares471.8K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

0.18%

Shares1.4M

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

1.76%

Shares181.8K

Event2026-03-31

Filed2026-05-14

LQD

ISHARES TR

2.02%

Shares835.0K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

2.33%

Shares468.5K

Event2026-03-31

Filed2026-05-14

IEF

ISHARES TR

2.68%

Shares855.2K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

6.07%

Shares236.9K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

5.69%

Shares254.7K

Event2026-03-31

Filed2026-05-14

SOXX

ISHARES TR

1557.78%

Shares206.9K

Event2026-03-31

Filed2026-05-14

HYG

ISHARES TR

9.33%

Shares776.8K

Event2026-03-31

Filed2026-05-14

ARISTA NETWORKS INC

5.99%

Shares490.3K

Event2026-03-31

Filed2026-05-14

DIA

SPDR DOW JONES INDL AVERAGE

New

Shares128.0K

Event2026-03-31

Filed2026-05-14

IGSB

ISHARES TR

-1.38%

Shares1.0M

Event2026-03-31

Filed2026-05-14

XYZ

BLOCK INC

-0.03%

Shares907.9K

Event2026-03-31

Filed2026-05-14

SJNK

SPDR SERIES TRUST

-22.68%

Shares2.0M

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

17.04%

Shares127.0K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

6.26%

Shares223.1K

Event2026-03-31

Filed2026-05-14

META

META PLATFORMS INC

6.53%

Shares80.3K

Event2026-03-31

Filed2026-05-14

MBB

ISHARES TR

4.02%

Shares471.8K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

8.40%

Shares143.3K

Event2026-03-31

Filed2026-05-14

PFF

ISHARES TR

12.95%

Shares1.3M

Event2026-03-31

Filed2026-05-14

GE AEROSPACE

12.27%

Shares123.5K

Event2026-03-31

Filed2026-05-14

KENNEDY-WILSON HOLDINGS INC COM

0.00%

Shares2.8M

Event2026-03-31

Filed2026-05-14

AXP

AMERICAN EXPRESS CO

10.41%

Shares95.9K

Event2026-03-31

Filed2026-05-14

AMGN

AMGEN INC

5.02%

Shares82.0K

Event2026-03-31

Filed2026-05-14

APH

AMPHENOL CORP

New

Shares226.6K

Event2026-03-31

Filed2026-05-14

NEM

NEWMONT CORP

32.71%

Shares252.2K

Event2026-03-31

Filed2026-05-14

GWW

WW GRAINGER INC

9.69%

Shares24.7K

Event2026-03-31

Filed2026-05-14

FSLR

FIRST SOLAR INC

16.38%

Shares130.5K

Event2026-03-31

Filed2026-05-14

TLT

ISHARES TR

-1.48%

Shares295.6K

Event2026-03-31

Filed2026-05-14

DHI

D R HORTON INC

10.20%

Shares186.5K

Event2026-03-31

Filed2026-05-14

BLACKROCK INC

9.98%

Shares25.1K

Event2026-03-31

Filed2026-05-14

INTU

INTUIT

25.06%

Shares55.6K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

8.01%

Shares311.3K

Event2026-03-31

Filed2026-05-14

BSX

BOSTON SCIENTIFIC CORP

24.04%

Shares334.8K

Event2026-03-31

Filed2026-05-14

SHV

ISHARES TR

70.68%

Shares185.7K

Event2026-03-31

Filed2026-05-14

VGT

VANGUARD WORLD FD

6.26%

Shares28.9K

Event2026-03-31

Filed2026-05-14

BAB

INVESCO EXCH TRADED FD TR II

4.16%

Shares659.0K

Event2026-03-31

Filed2026-05-14

GOVT

ISHARES TR

-5.80%

Shares671.7K

Event2026-03-31

Filed2026-05-14

IYR

ISHARES TR

-0.86%

Shares126.1K

Event2026-03-31

Filed2026-05-14

ULTA

ULTA BEAUTY INC

14.93%

Shares20.7K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

1.27%

Shares10.7K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-1.22%

Shares17.1K

Event2026-03-31

Filed2026-05-14

SHY

ISHARES TR

-1.40%

Shares122.4K

Event2026-03-31

Filed2026-05-14

SGOV

ISHARES TR

-21.56%

Shares99.6K

Event2026-03-31

Filed2026-05-14

QCOM

QUALCOMM INC

13.40%

Shares73.0K

Event2026-03-31

Filed2026-05-14

XLP

SELECT SECTOR SPDR TR

-6.76%

Shares114.6K

Event2026-03-31

Filed2026-05-14

XLU

SELECT SECTOR SPDR TR

-7.88%

Shares204.0K

Event2026-03-31

Filed2026-05-14

VCSH

VANGUARD SCOTTSDALE FDS

11.15%

Shares111.9K

Event2026-03-31

Filed2026-05-14

TIP

ISHARES TR

3.98%

Shares67.5K

Event2026-03-31

Filed2026-05-14

VCLT

VANGUARD SCOTTSDALE FDS

12.71%

Shares89.9K

Event2026-03-31

Filed2026-05-14

EEM

ISHARES TR

59.49%

Shares115.4K

Event2026-03-31

Filed2026-05-14

ALLW

SSGA ACTIVE TR

-7.07%

Shares222.9K

Event2026-03-31

Filed2026-05-14

INDA

ISHARES TR

-16.03%

Shares125.9K

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

-1.16%

Shares68.5K

Event2026-03-31

Filed2026-05-14

IEI

ISHARES TR

1.89%

Shares44.7K

Event2026-03-31

Filed2026-05-14

PFE

PFIZER INC

-3.55%

Shares183.4K

Event2026-03-31

Filed2026-05-14

VCIT

VANGUARD SCOTTSDALE FDS

17.57%

Shares59.5K

Event2026-03-31

Filed2026-05-14

RALPH LAUREN CORP

12.97%

Shares13.8K

Event2026-03-31

Filed2026-05-14

CIBR

FIRST TR EXCHANGE TRADED FD

-12.95%

Shares66.0K

Event2026-03-31

Filed2026-05-14

TXN

TEXAS INSTRS INC

5.43%

Shares20.8K

Event2026-03-31

Filed2026-05-14

IYE

ISHARES TR

-19.74%

Shares59.6K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

-2.49%

Shares24.3K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

-7.50%

Shares26.1K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

1.43%

Shares11.3K

Event2026-03-31

Filed2026-05-14

CELH

CELSIUS HLDGS INC

0.00%

Shares100.0K

Event2026-03-31

Filed2026-05-14

IGV

ISHARES TR

1.13%

Shares43.9K

Event2026-03-31

Filed2026-05-14

SDY

SPDR SERIES TRUST

-37.96%

Shares23.6K

Event2026-03-31

Filed2026-05-14

BANK NEW YORK MELLON CORP

12.55%

Shares26.3K

Event2026-03-31

Filed2026-05-14

BMY

BRISTOL-MYERS SQUIBB CO

8.33%

Shares46.3K

Event2026-03-31

Filed2026-05-14

GDX

VANECK ETF TRUST

26.72%

Shares28.7K

Event2026-03-31

Filed2026-05-14

REET

ISHARES TR

-3.35%

Shares101.3K

Event2026-03-31

Filed2026-05-14

AT&T INC

-0.54%

Shares84.8K

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

-33.81%

Shares73.4K

Event2026-03-31

Filed2026-05-14

EMB

ISHARES TR

42.05%

Shares22.9K

Event2026-03-31

Filed2026-05-14

SKYY

FIRST TR EXCHANGE TRADED FD

18.56%

Shares18.5K

Event2026-03-31

Filed2026-05-14

OMC

OMNICOM GROUP INC

3.23%

Shares25.4K

Event2026-03-31

Filed2026-05-14

IHI

ISHARES TR

36.08%

Shares29.0K

Event2026-03-31

Filed2026-05-14

VANGUARD INTL EQUITY INDEX F

362.19%

Shares10.1K

Event2026-03-31

Filed2026-05-14

VNQ

VANGUARD INDEX FDS

6.12%

Shares15.0K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

-6.00%

Shares18.4K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

20.10%

Shares25.2K

Event2026-03-31

Filed2026-05-14

XBI

SPDR SERIES TRUST

1.95%

Shares9.6K

Event2026-03-31

Filed2026-05-14

XLC

SELECT SECTOR SPDR TR

25.95%

Shares9.9K

Event2026-03-31

Filed2026-05-14

VHT

VANGUARD WORLD FD

27.94%

Shares3.4K

Event2026-03-31

Filed2026-05-14

WCLD

WISDOMTREE TR

12.29%

Shares33.4K

Event2026-03-31

Filed2026-05-14

VCR

VANGUARD WORLD FD

38.22%

Shares2.5K

Event2026-03-31

Filed2026-05-14

IBB

ISHARES TR

0.75%

Shares4.9K

Event2026-03-31

Filed2026-05-14

KMB

KIMBERLY-CLARK CORP

37.86%

Shares7.9K

Event2026-03-31

Filed2026-05-14

SYY

SYSCO CORP

-21.48%

Shares10.6K

Event2026-03-31

Filed2026-05-14

DVY

ISHARES TR

-15.57%

Shares4.8K

Event2026-03-31

Filed2026-05-14

PAVE

GLOBAL X FDS

-35.50%

Shares11.3K

Event2026-03-31

Filed2026-05-14

FXI

ISHARES TR

18.42%

Shares15.0K

Event2026-03-31

Filed2026-05-14

UBER

UBER TECHNOLOGIES INC

New

Shares7.1K

Event2026-03-31

Filed2026-05-14

COIN

COINBASE GLOBAL INC

New

Shares2.8K

Event2026-03-31

Filed2026-05-14

GDXJ

VANECK ETF TRUST

-25.52%

Shares4.0K

Event2026-03-31

Filed2026-05-14

GIS

GENERAL MILLS INC

-23.10%

Shares13.0K

Event2026-03-31

Filed2026-05-14

PROSHARES TR

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-24.79%

Shares1.7K

Event2026-03-31

Filed2026-05-14

MDLZ

MONDELEZ INTL INC

-19.89%

Shares7.0K

Event2026-03-31

Filed2026-05-14

ITW

ILLINOIS TOOL WKS INC

1.17%

Shares1.4K

Event2026-03-31

Filed2026-05-14

REM

ISHARES TR

0.00%

Shares16.8K

Event2026-03-31

Filed2026-05-14

NFLX

NETFLIX INC.

256.00%

Shares3.6K

Event2026-03-31

Filed2026-05-14

CRWD

CROWDSTRIKE HLDGS INC

241.46%

Shares840

Event2026-03-31

Filed2026-05-14

MICRON TECHNOLOGY INC

-57.81%

Shares943

Event2026-03-31

Filed2026-05-14

XLE

SELECT SECTOR SPDR TR

99.58%

Shares5.2K

Event2026-03-31

Filed2026-05-14

HEWJ

ISHARES TR

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-14

QCLN

FIRST TR EXCHANGE-TRADED FD

4.17%

Shares5.9K

Event2026-03-31

Filed2026-05-14

EWJ

ISHARES INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-14

MERCK & CO INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-14

LULU

LULULEMON ATHLETICA INC

133.33%

Shares1.4K

Event2026-03-31

Filed2026-05-14

ADBE

ADOBE INC

962.50%

Shares850

Event2026-03-31

Filed2026-05-14

BOND

PIMCO ETF TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

LMT

LOCKHEED MARTIN CORP

New

Shares330

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-44.82%

Shares687

Event2026-03-31

Filed2026-05-14

IEO

ISHARES TR

-20.22%

Shares1.6K

Event2026-03-31

Filed2026-05-14

IDV

ISHARES TR

New

Shares4.1K

Event2026-03-31

Filed2026-05-14

PLTR

PALANTIR TECHNOLOGIES INC

54.94%

Shares1.1K

Event2026-03-31

Filed2026-05-14

INVESCO EXCH TRADED FD TR II

1006.12%

Shares2.2K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

0.00%

Shares634

Event2026-03-31

Filed2026-05-14

CHTR

CHARTER COMMUNICATIONS INC

New

Shares700

Event2026-03-31

Filed2026-05-14

COF

CAPITAL ONE FINL CORP

New

Shares700

Event2026-03-31

Filed2026-05-14

XSOE

WISDOMTREE TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-14

ORCL

ORACLE CORP

New

Shares822

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

New

Shares700

Event2026-03-31

Filed2026-05-14

LAM RESEARCH CORP

-52.38%

Shares500

Event2026-03-31

Filed2026-05-14

ESGV

VANGUARD WORLD FD

0.00%

Shares938

Event2026-03-31

Filed2026-05-14

EAGG

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

AMAT

APPLIED MATLS INC

New

Shares300

Event2026-03-31

Filed2026-05-14

ARM

ARM HOLDINGS PLC

-9.85%

Shares677

Event2026-03-31

Filed2026-05-14

ZOOM COMMUNICATIONS INC

170.94%

Shares1.3K

Event2026-03-31

Filed2026-05-14

CRM

SALESFORCE INC

-68.63%

Shares500

Event2026-03-31

Filed2026-05-14

EMLC

VANECK ETF TRUST

New

Shares3.0K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

-80.23%

Shares305

Event2026-03-31

Filed2026-05-14

TGT

TARGET CORP

New

Shares600

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

-54.55%

Shares100

Event2026-03-31

Filed2026-05-14

ALGN

ALIGN TECHNOLOGY INC

New

Shares400

Event2026-03-31

Filed2026-05-14

PYLD

PIMCO ETF TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-14

TMUS

T-MOBILE US INC

New

Shares300

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

509.76%

Shares500

Event2026-03-31

Filed2026-05-14

GENERAL MTRS CO

New

Shares800

Event2026-03-31

Filed2026-05-14

XLB

SELECT SECTOR SPDR TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

UPS

UNITED PARCEL SVCS INC

New

Shares600

Event2026-03-31

Filed2026-05-14

HEZU

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

UNP

UNION PAC CORP

New

Shares200

Event2026-03-31

Filed2026-05-14

IBM

INTERNATIONAL BUSINESS MACHS

-46.43%

Shares195

Event2026-03-31

Filed2026-05-14

XLF

SELECT SECTOR SPDR TR

47.47%

Shares817

Event2026-03-31

Filed2026-05-14

BOEING CO

New

Shares200

Event2026-03-31

Filed2026-05-14

SHOP

SHOPIFY INC

-72.12%

Shares327

Event2026-03-31

Filed2026-05-14

FCPI

FIDELITY COVINGTON TRUST

-70.47%

Shares705

Event2026-03-31

Filed2026-05-14

CCL

CARNIVAL CORP

7.36%

Shares1.2K

Event2026-03-31

Filed2026-05-14

CHIQ

GLOBAL X FDS

-7.13%

Shares1.6K

Event2026-03-31

Filed2026-05-14

EMQQ

EXCHANGE TRADED CONCEPTS TRU

-6.41%

Shares876

Event2026-03-31

Filed2026-05-14

EIDO

ISHARES TR

40.75%

Shares905

Event2026-03-31

Filed2026-05-14

ZSCALER INC

-53.49%

Shares100

Event2026-03-31

Filed2026-05-14

XLI

SELECT SECTOR SPDR TR

2300.00%

Shares72

Event2026-03-31

Filed2026-05-14

EWT

ISHARES INC

0.00%

Shares114

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

-96.52%

Shares8

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

0.00%

Shares15

Event2026-03-31

Filed2026-05-14

THD

ISHARES INC

New

Shares64

Event2026-03-31

Filed2026-05-14

EWZ

ISHARES INC

New

Shares115

Event2026-03-31

Filed2026-05-14

USMV

ISHARES TR

-97.21%

Shares10

Event2026-03-31

Filed2026-05-14

Call Option Holdings

CELH Call CallCELSIUS HLDGS INC100.0K sharesnew addition2026-03-312026-05-14

ADBE Call CallADOBE INC1.3K sharesnew addition2026-03-312026-05-14

BROADCOM INC Call CallBROADCOM INC1.0K sharesnew addition2026-03-312026-05-14

TXN Call CallTEXAS INSTRS INC1.5K sharesnew addition2026-03-312026-05-14

COF Call CallCAPITAL ONE FINL CORP1.5K sharesnew addition2026-03-312026-05-14

VZ Call CallVERIZON COMMUNICATIONS INC4.0K sharesnew addition2026-03-312026-05-14

QCOM Call CallQUALCOMM INC1.5K sharesnew addition2026-03-312026-05-14

UBER Call CallUBER TECHNOLOGIES INC2.5K sharesnew addition2026-03-312026-05-14

CELH Call

CELSIUS HLDGS INC

New

Shares100.0K

Event2026-03-31

Filed2026-05-14

ADBE Call

ADOBE INC

New

Shares1.3K

Event2026-03-31

Filed2026-05-14

BROADCOM INC Call

BROADCOM INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-14

TXN Call

TEXAS INSTRS INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-14

COF Call

CAPITAL ONE FINL CORP

New

Shares1.5K

Event2026-03-31

Filed2026-05-14

VZ Call

VERIZON COMMUNICATIONS INC

New

Shares4.0K

Event2026-03-31

Filed2026-05-14

QCOM Call

QUALCOMM INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-14

UBER Call

UBER TECHNOLOGIES INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-14

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR8.0K sharesnew addition2026-03-312026-05-14

MU Put PutMICRON TECHNOLOGY INC2.5K sharesnew addition2026-03-312026-05-14

COF Put PutCAPITAL ONE FINL CORP4.5K sharesnew addition2026-03-312026-05-14

UBER Put PutUBER TECHNOLOGIES INC10.0K sharesnew addition2026-03-312026-05-14

TXN Put PutTEXAS INSTRS INC3.5K sharesnew addition2026-03-312026-05-14

ADBE Put PutADOBE INC2.7K sharesnew addition2026-03-312026-05-14

CRWD Put PutCROWDSTRIKE HLDGS INC1.5K sharesnew addition2026-03-312026-05-14

QCOM Put PutQUALCOMM INC4.5K sharesnew addition2026-03-312026-05-14

COIN Put PutCOINBASE GLOBAL INC2.8K sharesnew addition2026-03-312026-05-14

VZ Put PutVERIZON COMMUNICATIONS INC7.0K sharesnew addition2026-03-312026-05-14

LULU Put PutLULULEMON ATHLETICA INC2.1K sharesnew addition2026-03-312026-05-14

BROADCOM INC Put PutBROADCOM INC1.0K sharesnew addition2026-03-312026-05-14

ALPHABET INC Put PutALPHABET INC700 sharesnew addition2026-03-312026-05-14

ORCL Put PutORACLE CORP1.0K sharesnew addition2026-03-312026-05-14

ARM Put PutARM HOLDINGS PLC700 sharesnew addition2026-03-312026-05-14

INVESCO QQQ TR Put

INVESCO QQQ TR

New

Shares8.0K

Event2026-03-31

Filed2026-05-14

MU Put

MICRON TECHNOLOGY INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-14

COF Put

CAPITAL ONE FINL CORP

New

Shares4.5K

Event2026-03-31

Filed2026-05-14

UBER Put

UBER TECHNOLOGIES INC

New

Shares10.0K

Event2026-03-31

Filed2026-05-14

TXN Put

TEXAS INSTRS INC

New

Shares3.5K

Event2026-03-31

Filed2026-05-14

ADBE Put

ADOBE INC

New

Shares2.7K

Event2026-03-31

Filed2026-05-14

CRWD Put

CROWDSTRIKE HLDGS INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-14

QCOM Put

QUALCOMM INC

New

Shares4.5K

Event2026-03-31

Filed2026-05-14

COIN Put

COINBASE GLOBAL INC

New

Shares2.8K

Event2026-03-31

Filed2026-05-14

VZ Put

VERIZON COMMUNICATIONS INC

New

Shares7.0K

Event2026-03-31

Filed2026-05-14

LULU Put

LULULEMON ATHLETICA INC

New

Shares2.1K

Event2026-03-31

Filed2026-05-14

BROADCOM INC Put

BROADCOM INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-14

ALPHABET INC Put

ALPHABET INC

New

Shares700

Event2026-03-31

Filed2026-05-14

ORCL Put

ORACLE CORP

New

Shares1.0K

Event2026-03-31

Filed2026-05-14

ARM Put

ARM HOLDINGS PLC

New

Shares700

Event2026-03-31

Filed2026-05-14