Sponsored

The Analysis of Teamwork Financial Advisors, LLC's Holdings & P&L

Currently, Teamwork Financial Advisors, LLC holds 179 types of securities in its portfolio with a total value $900.0M. In the most recent quarter, they have increased their positions in N/A (+800.5K shares, valued at $20.0M), ICOW (+457.1K shares, valued at $19.4M), PAVE (+359.3K shares, valued at $18.3M); decreased their positions in COWG (-569.3K shares, valued at $19.2M), N/A (-84.8K shares, valued at $18.1M), SPGI (-28.8K shares, valued at $12.3M); initiated new positions in N/A (+800.5K shares, valued at $20.0M), ICOW (+457.1K shares, valued at $19.4M), PAVE (+359.3K shares, valued at $18.3M).

1M P&L

+43.9M+4.35%

3M P&L

+100.6M+10.55%

HY P&L

+157.2M+17.53%

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/A183.8M

23.0%

2Software - Infrastructure58.3M

7.3%

3Semiconductors56.1M

7.0%

Top Industries by Stock Count

1N/A52 stocks

31.7%

2Software - Infrastructure9 stocks

5.5%

3Software - Application6 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC153.1K shares-4.62%2026-03-312026-04-09

AMZN AMAZON COM INC179.2K shares0.18%2026-03-312026-04-09

NVDA NVIDIA CORPORATION171.1K shares-4.42%2026-03-312026-04-09

MSFT MICROSOFT CORP63.6K shares7.12%2026-03-312026-04-09

CGDV CAPITAL GROUP DIVIDEND VALUE544.5K shares-0.18%2026-03-312026-04-09

BIL SPDR SERIES TRUST246.1K shares-15.82%2026-03-312026-04-09

TIDAL TRUST III TIDAL TRUST III800.5K sharesnew addition2026-03-312026-04-09

ALPHABET INC ALPHABET INC68.4K shares-8.71%2026-03-312026-04-09

Sponsored

ICOW PACER FDS TR457.1K sharesnew addition2026-03-312026-04-09

XAR SPDR SERIES TRUST74.9K shares2180.82%2026-03-312026-04-09

META META PLATFORMS INC32.3K shares-5.90%2026-03-312026-04-09

PAVE GLOBAL X FDS359.3K sharesnew addition2026-03-312026-04-09

AMD ADVANCED MICRO DEVICES INC87.9K shares10.03%2026-03-312026-04-09

NFLX NETFLIX INC.179.5K shares23.16%2026-03-312026-04-09

GEV GE VERNOVA INC18.8K shares-30.64%2026-03-312026-04-09

TSLA TESLA INC41.4K shares-13.80%2026-03-312026-04-09

Sponsored

JPM JPMORGAN CHASE & CO51.3K shares-7.22%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION15.0K shares-13.23%2026-03-312026-04-09

HOOD ROBINHOOD MKTS INC212.4K shares75.39%2026-03-312026-04-09

PWR QUANTA SVCS INC26.7K shares-29.01%2026-03-312026-04-09

ARISTA NETWORKS INC ARISTA NETWORKS INC117.0K shares-13.53%2026-03-312026-04-09

PLTR PALANTIR TECHNOLOGIES INC97.9K shares9.77%2026-03-312026-04-09

CVX CHEVRON CORPORATION64.0K shares1055.95%2026-03-312026-04-09

BROADCOM INC BROADCOM INC42.4K shares-6.00%2026-03-312026-04-09

Sponsored

XOM EXXON MOBIL CORP76.0K shares4.70%2026-03-312026-04-09

KLAC KLA CORP8.6K shares-26.77%2026-03-312026-04-09

CAT CATERPILLAR INC17.1K shares-30.93%2026-03-312026-04-09

GS GOLDMAN SACHS GROUP INC14.3K shares-15.91%2026-03-312026-04-09

CRWD CROWDSTRIKE HLDGS INC30.0K shares-6.49%2026-03-312026-04-09

TJX TJX COS INC NEW72.0K shares-14.87%2026-03-312026-04-09

BK BANK NEW YORK MELLON CORP96.3K shares-19.04%2026-03-312026-04-09

VST VISTRA CORP74.9K shares-5.01%2026-03-312026-04-09

Sponsored

APD AIR PRODUCTS AND CHEMICALS I38.5K sharesnew addition2026-03-312026-04-09

AXP AMERICAN EXPRESS CO36.8K shares-6.98%2026-03-312026-04-09

OKE ONEOK INC NEW123.1K sharesnew addition2026-03-312026-04-09

EATON CORP PLC EATON CORP PLC30.9K shares-14.02%2026-03-312026-04-09

CDNS CADENCE DESIGN SYSTEM INC38.4K shares-3.82%2026-03-312026-04-09

DE DEERE & CO18.4K shares-27.72%2026-03-312026-04-09

PNC PNC FINL SVCS GROUP INC48.7K shares-25.88%2026-03-312026-04-09

BOXX EA SERIES TRUST86.1K shares10.73%2026-03-312026-04-09

Sponsored

GE AEROSPACE GE AEROSPACE35.0K shares-19.72%2026-03-312026-04-09

UNP UNION PAC CORP40.3K sharesnew addition2026-03-312026-04-09

PKG PACKAGING CORP AMER45.8K sharesnew addition2026-03-312026-04-09

MNST MONSTER BEVERAGE CORP NEW133.0K shares-26.18%2026-03-312026-04-09

NOC NORTHROP GRUMMAN CORP14.0K sharesnew addition2026-03-312026-04-09

PPG PPG INDS INC86.6K sharesnew addition2026-03-312026-04-09

GRNY TIDAL TRUST I309.2K shares-22.82%2026-03-312026-04-09

SPYI NEOS ETF TRUST148.4K shares-16.96%2026-03-312026-04-09

Sponsored

TPL TEXAS PACIFIC LAND CORPORATI14.8K sharesnew addition2026-03-312026-04-09

V VISA INC23.1K shares203.57%2026-03-312026-04-09

RDDT REDDIT INC49.2K sharesnew addition2026-03-312026-04-09

QQQI NEOS ETF TRUST131.3K shares-21.71%2026-03-312026-04-09

TSM TAIWAN SEMICONDUCTOR MANUFAC18.1K shares-4.17%2026-03-312026-04-09

VLO VALERO ENERGY CORP23.1K shares0.45%2026-03-312026-04-09

ALPHABET INC ALPHABET INC15.8K shares1.49%2026-03-312026-04-09

KNG FIRST TR EXCHANGE-TRADED FD82.0K shares4.33%2026-03-312026-04-09

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F69.0K shares-30.12%2026-03-312026-04-09

XLI SELECT SECTOR SPDR TR24.1K shares85.70%2026-03-312026-04-09

XLF SELECT SECTOR SPDR TR78.0K shares18.36%2026-03-312026-04-09

NVO NOVO-NORDISK A S100.1K shares1.48%2026-03-312026-04-09

EPD ENTERPRISE PRODS PARTNERS L94.8K shares-0.58%2026-03-312026-04-09

AMGN AMGEN INC9.8K shares902.55%2026-03-312026-04-09

LAC LITHIUM AMERS CORP NEW859.9K shares126.40%2026-03-312026-04-09

SOFI SOFI TECHNOLOGIES INC212.8K shares-53.75%2026-03-312026-04-09

Sponsored

EMR EMERSON ELEC CO25.8K shares-77.40%2026-03-312026-04-09

ADBE ADOBE INC13.8K shares11.60%2026-03-312026-04-09

NOW SERVICENOW INC31.6K shares1548.28%2026-03-312026-04-09

MLPX GLOBAL X FDS44.2K shares8.24%2026-03-312026-04-09

COWG PACER FDS TR82.5K shares-87.35%2026-03-312026-04-09

FDL FIRST TR EXCHANGE-TRADED FD53.9K shares4.06%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.5K shares-14.76%2026-03-312026-04-09

FANG DIAMONDBACK ENERGY INC12.9K shares-9.11%2026-03-312026-04-09

Sponsored

ORCL ORACLE CORP16.5K shares-7.72%2026-03-312026-04-09

SFY TIDAL TRUST I18.6K shares-7.13%2026-03-312026-04-09

PANW PALO ALTO NETWORKS INC13.6K shares-79.84%2026-03-312026-04-09

UBER UBER TECHNOLOGIES INC29.2K shares31.29%2026-03-312026-04-09

CRM SALESFORCE INC11.0K shares26.82%2026-03-312026-04-09

SPYM SPDR SERIES TRUST26.3K shares-2.93%2026-03-312026-04-09

MSTR STRATEGY INC15.6K shares235.44%2026-03-312026-04-09

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE96.9K sharesnew addition2026-03-312026-04-09

Sponsored

SCHD SCHWAB STRATEGIC TR62.5K shares3.47%2026-03-312026-04-09

EOG EOG RES INC13.1K shares-20.80%2026-03-312026-04-09

PATH UIPATH INC155.6K shares43.19%2026-03-312026-04-09

IVV ISHARES TR2.5K shares59.16%2026-03-312026-04-09

ABT ABBOTT LABORATORIES15.9K shares527.41%2026-03-312026-04-09

QDPL PACER FDS TR40.1K shares7.30%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS2.7K shares-2.04%2026-03-312026-04-09

DGRO ISHARES TR21.0K shares7.64%2026-03-312026-04-09

Sponsored

NET CLOUDFLARE INC6.8K shares-89.49%2026-03-312026-04-09

VOLT TEMA ETF TRUST40.0K sharesnew addition2026-03-312026-04-09

MU MICRON TECHNOLOGY INC3.7K shares-18.60%2026-03-312026-04-09

JEPQ J P MORGAN EXCHANGE TRADED F22.0K shares-13.40%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR2.0K shares-5.35%2026-03-312026-04-09

GRMN GARMIN LTD4.8K shares9.45%2026-03-312026-04-09

HDV ISHARES TR8.0K shares-1.59%2026-03-312026-04-09

TRFK PACER FDS TR16.6K shares0.88%2026-03-312026-04-09

Sponsored

NBIS NEBIUS GROUP N.V.9.8K shares9.33%2026-03-312026-04-09

AMAT APPLIED MATLS INC2.7K shares-19.71%2026-03-312026-04-09

O REALTY INCOME CORP14.6K shares6.49%2026-03-312026-04-09

POWR ISHARES INC32.0K sharesnew addition2026-03-312026-04-09

MELI MERCADOLIBRE INC481 shares-10.93%2026-03-312026-04-09

RBRK RUBRIK INC.16.6K shares105.79%2026-03-312026-04-09

OHI OMEGA HEALTHCARE INVS INC17.9K shares-0.30%2026-03-312026-04-09

WMT WALMART INC6.0K shares-24.51%2026-03-312026-04-09

Sponsored

ALAB ASTERA LABS INC6.3K shares7.82%2026-03-312026-04-09

VICI VICI PPTYS INC24.8K shares30.26%2026-03-312026-04-09

T AT&T INC23.1K shares5.29%2026-03-312026-04-09

CACI CACI INTL INC1.2K shares0.00%2026-03-312026-04-09

VZ VERIZON COMMUNICATIONS INC12.4K shares-1.04%2026-03-312026-04-09

XLE SELECT SECTOR SPDR TR10.1K shares26.48%2026-03-312026-04-09

IREN IREN LIMITED17.0K sharesnew addition2026-03-312026-04-09

GLD SPDR GOLD TR1.3K shares41.81%2026-03-312026-04-09

Sponsored

COWZ PACER FDS TR8.7K shares-20.52%2026-03-312026-04-09

IBM INTERNATIONAL BUSINESS MACHS2.2K shares3.56%2026-03-312026-04-09

PSX PHILLIPS 662.9K shares-0.10%2026-03-312026-04-09

ISRG INTUITIVE SURGICAL INC1.1K shares-26.37%2026-03-312026-04-09

MO ALTRIA GROUP INC7.5K shares-1.42%2026-03-312026-04-09

ISHARES GOLD TR ISHARES GOLD TR5.6K shares1.19%2026-03-312026-04-09

WPC WP CAREY INC7.2K shares3.77%2026-03-312026-04-09

EPR EPR PPTYS9.6K shares7.15%2026-03-312026-04-09

Sponsored

VYM VANGUARD WHITEHALL FDS3.2K shares-6.76%2026-03-312026-04-09

ASML ASML HLDG NV359 shares-1.91%2026-03-312026-04-09

XLU SELECT SECTOR SPDR TR10.3K shares10.79%2026-03-312026-04-09

KMI KINDER MORGAN INC DEL13.7K shares-1.51%2026-03-312026-04-09

UNH UNITEDHEALTH GROUP INC1.6K shares-86.80%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T666 shares-0.45%2026-03-312026-04-09

ABBV ABBVIE INC2.0K shares0.46%2026-03-312026-04-09

ALPS ETF TR ALPS ETF TR7.9K shares-5.24%2026-03-312026-04-09

Sponsored

IJR ISHARES TR3.3K shares-3.74%2026-03-312026-04-09

MTUM ISHARES TR1.7K shares0.06%2026-03-312026-04-09

PM PHILIP MORRIS INTL INC2.4K shares0.00%2026-03-312026-04-09

SPYG SPDR SERIES TRUST3.9K shares-3.00%2026-03-312026-04-09

JQUA J P MORGAN EXCHANGE TRADED F6.3K shares0.29%2026-03-312026-04-09

VIG VANGUARD SPECIALIZED FUNDS1.8K shares-2.44%2026-03-312026-04-09

VXF VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON1.5K shares4.65%2026-03-312026-04-09

Sponsored

IRM IRON MTN INC DEL3.6K shares-19.60%2026-03-312026-04-09

LMT LOCKHEED MARTIN CORP603 shares14.86%2026-03-312026-04-09

HYMB SPDR SERIES TRUST14.6K shares-21.14%2026-03-312026-04-09

AXON AXON ENTERPRISE INC844 shares-96.67%2026-03-312026-04-09

ROCKET LAB CORP ROCKET LAB CORP5.4K shares-54.00%2026-03-312026-04-09

VTI VANGUARD INDEX FDS1.1K shares66.41%2026-03-312026-04-09

XLY SELECT SECTOR SPDR TR3.1K shares18.12%2026-03-312026-04-09

ET ENERGY TRANSFER L P17.0K shares-8.81%2026-03-312026-04-09

Sponsored

ENB ENBRIDGE INC6.0K shares-3.91%2026-03-312026-04-09

SCHG SCHWAB STRATEGIC TR11.1K shares1.80%2026-03-312026-04-09

PEP PEPSICO INC2.1K shares-84.84%2026-03-312026-04-09

JMUB J P MORGAN EXCHANGE TRADED F6.3K shares0.32%2026-03-312026-04-09

LYV LIVE NATION ENTERTAINMENT IN2.1K shares-24.76%2026-03-312026-04-09

HD HOME DEPOT INC926 shares0.00%2026-03-312026-04-09

XLK SELECT SECTOR SPDR TR2.3K shares61.69%2026-03-312026-04-09

SLV ISHARES SILVER TR4.4K sharesnew addition2026-03-312026-04-09

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP1.4K shares-98.41%2026-03-312026-04-09

WWD WOODWARD INC812 shares0.00%2026-03-312026-04-09

BA BOEING CO1.4K shares-0.42%2026-03-312026-04-09

QCOM QUALCOMM INC2.2K shares-83.70%2026-03-312026-04-09

SPGI S&P GLOBAL INC656 shares-97.78%2026-03-312026-04-09

VUG VANGUARD INDEX FDS620 sharesnew addition2026-03-312026-04-09

XLC SELECT SECTOR SPDR TR2.3K shares12.38%2026-03-312026-04-09

ATO ATMOS ENERGY CORP1.3K shares0.00%2026-03-312026-04-09

Sponsored

KO COCA COLA CO3.2K sharesnew addition2026-03-312026-04-09

RTX RTX CORPORATION1.2K shares1.49%2026-03-312026-04-09

MLM MARTIN MARIETTA MATLS INC400 shares-0.99%2026-03-312026-04-09

BTI BRITISH AMERN TOB PLC3.9K shares0.00%2026-03-312026-04-09

IUSG ISHARES TR1.5K sharesnew addition2026-03-312026-04-09

XLV SELECT SECTOR SPDR TR1.5K sharesnew addition2026-03-312026-04-09

MCD MCDONALDS CORP719 shares9.60%2026-03-312026-04-09

MPLX MPLX LP3.9K shares0.00%2026-03-312026-04-09

Sponsored

VTV VANGUARD INDEX FDS1.1K sharesnew addition2026-03-312026-04-09

UPS UNITED PARCEL SVCS INC2.1K shares-88.43%2026-03-312026-04-09

SCHW SCHWAB CHARLES CORP2.2K shares-7.53%2026-03-312026-04-09

MGK VANGUARD WORLD FD565 shares-0.53%2026-03-312026-04-09

DVN DEVON ENERGY CORP NEW4.1K sharesnew addition2026-03-312026-04-09

FDX FEDEX CORP574 sharesnew addition2026-03-312026-04-09

S SENTINELONE INC14.5K shares-88.69%2026-03-312026-04-09

F FORD MTR CO11.5K sharesnew addition2026-03-312026-04-09

Sponsored

OBDC BLUE OWL CAPITAL CORPORATION10.9K shares3.28%2026-03-312026-04-09

EOSE EOS ENERGY ENTERPRISES INC15.1K sharesnew addition2026-03-312026-04-09

FTHM FATHOM HOLDINGS INC12.4K shares0.00%2026-03-312026-04-09

AAPL

APPLE INC

-4.62%

Shares153.1K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

0.18%

Shares179.2K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

-4.42%

Shares171.1K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

7.12%

Shares63.6K

Event2026-03-31

Filed2026-04-09

CGDV

CAPITAL GROUP DIVIDEND VALUE

-0.18%

Shares544.5K

Event2026-03-31

Filed2026-04-09

BIL

SPDR SERIES TRUST

-15.82%

Shares246.1K

Event2026-03-31

Filed2026-04-09

TIDAL TRUST III

New

Shares800.5K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-8.71%

Shares68.4K

Event2026-03-31

Filed2026-04-09

ICOW

PACER FDS TR

New

Shares457.1K

Event2026-03-31

Filed2026-04-09

XAR

SPDR SERIES TRUST

2180.82%

Shares74.9K

Event2026-03-31

Filed2026-04-09

META

META PLATFORMS INC

-5.90%

Shares32.3K

Event2026-03-31

Filed2026-04-09

PAVE

GLOBAL X FDS

New

Shares359.3K

Event2026-03-31

Filed2026-04-09

AMD

ADVANCED MICRO DEVICES INC

10.03%

Shares87.9K

Event2026-03-31

Filed2026-04-09

NFLX

NETFLIX INC.

23.16%

Shares179.5K

Event2026-03-31

Filed2026-04-09

GEV

GE VERNOVA INC

-30.64%

Shares18.8K

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

-13.80%

Shares41.4K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

-7.22%

Shares51.3K

Event2026-03-31

Filed2026-04-09

COST

COSTCO WHOLESALE CORPORATION

-13.23%

Shares15.0K

Event2026-03-31

Filed2026-04-09

HOOD

ROBINHOOD MKTS INC

75.39%

Shares212.4K

Event2026-03-31

Filed2026-04-09

PWR

QUANTA SVCS INC

-29.01%

Shares26.7K

Event2026-03-31

Filed2026-04-09

ARISTA NETWORKS INC

-13.53%

Shares117.0K

Event2026-03-31

Filed2026-04-09

PLTR

PALANTIR TECHNOLOGIES INC

9.77%

Shares97.9K

Event2026-03-31

Filed2026-04-09

CVX

CHEVRON CORPORATION

1055.95%

Shares64.0K

Event2026-03-31

Filed2026-04-09

BROADCOM INC

-6.00%

Shares42.4K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

4.70%

Shares76.0K

Event2026-03-31

Filed2026-04-09

KLAC

KLA CORP

-26.77%

Shares8.6K

Event2026-03-31

Filed2026-04-09

CAT

CATERPILLAR INC

-30.93%

Shares17.1K

Event2026-03-31

Filed2026-04-09

GOLDMAN SACHS GROUP INC

-15.91%

Shares14.3K

Event2026-03-31

Filed2026-04-09

CRWD

CROWDSTRIKE HLDGS INC

-6.49%

Shares30.0K

Event2026-03-31

Filed2026-04-09

TJX

TJX COS INC NEW

-14.87%

Shares72.0K

Event2026-03-31

Filed2026-04-09

BANK NEW YORK MELLON CORP

-19.04%

Shares96.3K

Event2026-03-31

Filed2026-04-09

VST

VISTRA CORP

-5.01%

Shares74.9K

Event2026-03-31

Filed2026-04-09

APD

AIR PRODUCTS AND CHEMICALS I

New

Shares38.5K

Event2026-03-31

Filed2026-04-09

AXP

AMERICAN EXPRESS CO

-6.98%

Shares36.8K

Event2026-03-31

Filed2026-04-09

OKE

ONEOK INC NEW

New

Shares123.1K

Event2026-03-31

Filed2026-04-09

EATON CORP PLC

-14.02%

Shares30.9K

Event2026-03-31

Filed2026-04-09

CDNS

CADENCE DESIGN SYSTEM INC

-3.82%

Shares38.4K

Event2026-03-31

Filed2026-04-09

DEERE & CO

-27.72%

Shares18.4K

Event2026-03-31

Filed2026-04-09

PNC

PNC FINL SVCS GROUP INC

-25.88%

Shares48.7K

Event2026-03-31

Filed2026-04-09

BOXX

EA SERIES TRUST

10.73%

Shares86.1K

Event2026-03-31

Filed2026-04-09

GE AEROSPACE

-19.72%

Shares35.0K

Event2026-03-31

Filed2026-04-09

UNP

UNION PAC CORP

New

Shares40.3K

Event2026-03-31

Filed2026-04-09

PKG

PACKAGING CORP AMER

New

Shares45.8K

Event2026-03-31

Filed2026-04-09

MNST

MONSTER BEVERAGE CORP NEW

-26.18%

Shares133.0K

Event2026-03-31

Filed2026-04-09

NOC

NORTHROP GRUMMAN CORP

New

Shares14.0K

Event2026-03-31

Filed2026-04-09

PPG

PPG INDS INC

New

Shares86.6K

Event2026-03-31

Filed2026-04-09

GRNY

TIDAL TRUST I

-22.82%

Shares309.2K

Event2026-03-31

Filed2026-04-09

SPYI

NEOS ETF TRUST

-16.96%

Shares148.4K

Event2026-03-31

Filed2026-04-09

TPL

TEXAS PACIFIC LAND CORPORATI

New

Shares14.8K

Event2026-03-31

Filed2026-04-09

VISA INC

203.57%

Shares23.1K

Event2026-03-31

Filed2026-04-09

RDDT

REDDIT INC

New

Shares49.2K

Event2026-03-31

Filed2026-04-09

QQQI

NEOS ETF TRUST

-21.71%

Shares131.3K

Event2026-03-31

Filed2026-04-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-4.17%

Shares18.1K

Event2026-03-31

Filed2026-04-09

VLO

VALERO ENERGY CORP

0.45%

Shares23.1K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

1.49%

Shares15.8K

Event2026-03-31

Filed2026-04-09

KNG

FIRST TR EXCHANGE-TRADED FD

4.33%

Shares82.0K

Event2026-03-31

Filed2026-04-09

JEPI

J P MORGAN EXCHANGE TRADED F

-30.12%

Shares69.0K

Event2026-03-31

Filed2026-04-09

XLI

SELECT SECTOR SPDR TR

85.70%

Shares24.1K

Event2026-03-31

Filed2026-04-09

XLF

SELECT SECTOR SPDR TR

18.36%

Shares78.0K

Event2026-03-31

Filed2026-04-09

NVO

NOVO-NORDISK A S

1.48%

Shares100.1K

Event2026-03-31

Filed2026-04-09

EPD

ENTERPRISE PRODS PARTNERS L

-0.58%

Shares94.8K

Event2026-03-31

Filed2026-04-09

AMGN

AMGEN INC

902.55%

Shares9.8K

Event2026-03-31

Filed2026-04-09

LAC

LITHIUM AMERS CORP NEW

126.40%

Shares859.9K

Event2026-03-31

Filed2026-04-09

SOFI

SOFI TECHNOLOGIES INC

-53.75%

Shares212.8K

Event2026-03-31

Filed2026-04-09

EMR

EMERSON ELEC CO

-77.40%

Shares25.8K

Event2026-03-31

Filed2026-04-09

ADBE

ADOBE INC

11.60%

Shares13.8K

Event2026-03-31

Filed2026-04-09

NOW

SERVICENOW INC

1548.28%

Shares31.6K

Event2026-03-31

Filed2026-04-09

MLPX

GLOBAL X FDS

8.24%

Shares44.2K

Event2026-03-31

Filed2026-04-09

COWG

PACER FDS TR

-87.35%

Shares82.5K

Event2026-03-31

Filed2026-04-09

FDL

FIRST TR EXCHANGE-TRADED FD

4.06%

Shares53.9K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

-14.76%

Shares5.5K

Event2026-03-31

Filed2026-04-09

FANG

DIAMONDBACK ENERGY INC

-9.11%

Shares12.9K

Event2026-03-31

Filed2026-04-09

ORCL

ORACLE CORP

-7.72%

Shares16.5K

Event2026-03-31

Filed2026-04-09

SFY

TIDAL TRUST I

-7.13%

Shares18.6K

Event2026-03-31

Filed2026-04-09

PANW

PALO ALTO NETWORKS INC

-79.84%

Shares13.6K

Event2026-03-31

Filed2026-04-09

UBER

UBER TECHNOLOGIES INC

31.29%

Shares29.2K

Event2026-03-31

Filed2026-04-09

CRM

SALESFORCE INC

26.82%

Shares11.0K

Event2026-03-31

Filed2026-04-09

SPYM

SPDR SERIES TRUST

-2.93%

Shares26.3K

Event2026-03-31

Filed2026-04-09

MSTR

STRATEGY INC

235.44%

Shares15.6K

Event2026-03-31

Filed2026-04-09

BITMINE IMMERSION TECNOLOGIE

New

Shares96.9K

Event2026-03-31

Filed2026-04-09

SCHD

SCHWAB STRATEGIC TR

3.47%

Shares62.5K

Event2026-03-31

Filed2026-04-09

EOG

EOG RES INC

-20.80%

Shares13.1K

Event2026-03-31

Filed2026-04-09

PATH

UIPATH INC

43.19%

Shares155.6K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

59.16%

Shares2.5K

Event2026-03-31

Filed2026-04-09

ABT

ABBOTT LABORATORIES

527.41%

Shares15.9K

Event2026-03-31

Filed2026-04-09

QDPL

PACER FDS TR

7.30%

Shares40.1K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

-2.04%

Shares2.7K

Event2026-03-31

Filed2026-04-09

DGRO

ISHARES TR

7.64%

Shares21.0K

Event2026-03-31

Filed2026-04-09

NET

CLOUDFLARE INC

-89.49%

Shares6.8K

Event2026-03-31

Filed2026-04-09

VOLT

TEMA ETF TRUST

New

Shares40.0K

Event2026-03-31

Filed2026-04-09

MICRON TECHNOLOGY INC

-18.60%

Shares3.7K

Event2026-03-31

Filed2026-04-09

JEPQ

J P MORGAN EXCHANGE TRADED F

-13.40%

Shares22.0K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

-5.35%

Shares2.0K

Event2026-03-31

Filed2026-04-09

GRMN

GARMIN LTD

9.45%

Shares4.8K

Event2026-03-31

Filed2026-04-09

HDV

ISHARES TR

-1.59%

Shares8.0K

Event2026-03-31

Filed2026-04-09

TRFK

PACER FDS TR

0.88%

Shares16.6K

Event2026-03-31

Filed2026-04-09

NBIS

NEBIUS GROUP N.V.

9.33%

Shares9.8K

Event2026-03-31

Filed2026-04-09

AMAT

APPLIED MATLS INC

-19.71%

Shares2.7K

Event2026-03-31

Filed2026-04-09

REALTY INCOME CORP

6.49%

Shares14.6K

Event2026-03-31

Filed2026-04-09

POWR

ISHARES INC

New

Shares32.0K

Event2026-03-31

Filed2026-04-09

MELI

MERCADOLIBRE INC

-10.93%

Shares481

Event2026-03-31

Filed2026-04-09

RBRK

RUBRIK INC.

105.79%

Shares16.6K

Event2026-03-31

Filed2026-04-09

OHI

OMEGA HEALTHCARE INVS INC

-0.30%

Shares17.9K

Event2026-03-31

Filed2026-04-09

WMT

WALMART INC

-24.51%

Shares6.0K

Event2026-03-31

Filed2026-04-09

ALAB

ASTERA LABS INC

7.82%

Shares6.3K

Event2026-03-31

Filed2026-04-09

VICI

VICI PPTYS INC

30.26%

Shares24.8K

Event2026-03-31

Filed2026-04-09

AT&T INC

5.29%

Shares23.1K

Event2026-03-31

Filed2026-04-09

CACI

CACI INTL INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-09

VERIZON COMMUNICATIONS INC

-1.04%

Shares12.4K

Event2026-03-31

Filed2026-04-09

XLE

SELECT SECTOR SPDR TR

26.48%

Shares10.1K

Event2026-03-31

Filed2026-04-09

IREN

IREN LIMITED

New

Shares17.0K

Event2026-03-31

Filed2026-04-09

GLD

SPDR GOLD TR

41.81%

Shares1.3K

Event2026-03-31

Filed2026-04-09

COWZ

PACER FDS TR

-20.52%

Shares8.7K

Event2026-03-31

Filed2026-04-09

IBM

INTERNATIONAL BUSINESS MACHS

3.56%

Shares2.2K

Event2026-03-31

Filed2026-04-09

PSX

PHILLIPS 66

-0.10%

Shares2.9K

Event2026-03-31

Filed2026-04-09

ISRG

INTUITIVE SURGICAL INC

-26.37%

Shares1.1K

Event2026-03-31

Filed2026-04-09

ALTRIA GROUP INC

-1.42%

Shares7.5K

Event2026-03-31

Filed2026-04-09

ISHARES GOLD TR

1.19%

Shares5.6K

Event2026-03-31

Filed2026-04-09

WPC

WP CAREY INC

3.77%

Shares7.2K

Event2026-03-31

Filed2026-04-09

EPR

EPR PPTYS

7.15%

Shares9.6K

Event2026-03-31

Filed2026-04-09

VYM

VANGUARD WHITEHALL FDS

-6.76%

Shares3.2K

Event2026-03-31

Filed2026-04-09

ASML

ASML HLDG NV

-1.91%

Shares359

Event2026-03-31

Filed2026-04-09

XLU

SELECT SECTOR SPDR TR

10.79%

Shares10.3K

Event2026-03-31

Filed2026-04-09

KMI

KINDER MORGAN INC DEL

-1.51%

Shares13.7K

Event2026-03-31

Filed2026-04-09

UNH

UNITEDHEALTH GROUP INC

-86.80%

Shares1.6K

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

-0.45%

Shares666

Event2026-03-31

Filed2026-04-09

ABBV

ABBVIE INC

0.46%

Shares2.0K

Event2026-03-31

Filed2026-04-09

ALPS ETF TR

-5.24%

Shares7.9K

Event2026-03-31

Filed2026-04-09

IJR

ISHARES TR

-3.74%

Shares3.3K

Event2026-03-31

Filed2026-04-09

MTUM

ISHARES TR

0.06%

Shares1.7K

Event2026-03-31

Filed2026-04-09

PHILIP MORRIS INTL INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-09

SPYG

SPDR SERIES TRUST

-3.00%

Shares3.9K

Event2026-03-31

Filed2026-04-09

JQUA

J P MORGAN EXCHANGE TRADED F

0.29%

Shares6.3K

Event2026-03-31

Filed2026-04-09

VIG

VANGUARD SPECIALIZED FUNDS

-2.44%

Shares1.8K

Event2026-03-31

Filed2026-04-09

VXF

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

4.65%

Shares1.5K

Event2026-03-31

Filed2026-04-09

IRM

IRON MTN INC DEL

-19.60%

Shares3.6K

Event2026-03-31

Filed2026-04-09

LMT

LOCKHEED MARTIN CORP

14.86%

Shares603

Event2026-03-31

Filed2026-04-09

HYMB

SPDR SERIES TRUST

-21.14%

Shares14.6K

Event2026-03-31

Filed2026-04-09

AXON

AXON ENTERPRISE INC

-96.67%

Shares844

Event2026-03-31

Filed2026-04-09

ROCKET LAB CORP

-54.00%

Shares5.4K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

66.41%

Shares1.1K

Event2026-03-31

Filed2026-04-09

XLY

SELECT SECTOR SPDR TR

18.12%

Shares3.1K

Event2026-03-31

Filed2026-04-09

ENERGY TRANSFER L P

-8.81%

Shares17.0K

Event2026-03-31

Filed2026-04-09

ENB

ENBRIDGE INC

-3.91%

Shares6.0K

Event2026-03-31

Filed2026-04-09

SCHG

SCHWAB STRATEGIC TR

1.80%

Shares11.1K

Event2026-03-31

Filed2026-04-09

PEP

PEPSICO INC

-84.84%

Shares2.1K

Event2026-03-31

Filed2026-04-09

JMUB

J P MORGAN EXCHANGE TRADED F

0.32%

Shares6.3K

Event2026-03-31

Filed2026-04-09

LYV

LIVE NATION ENTERTAINMENT IN

-24.76%

Shares2.1K

Event2026-03-31

Filed2026-04-09

HOME DEPOT INC

0.00%

Shares926

Event2026-03-31

Filed2026-04-09

XLK

SELECT SECTOR SPDR TR

61.69%

Shares2.3K

Event2026-03-31

Filed2026-04-09

SLV

ISHARES SILVER TR

New

Shares4.4K

Event2026-03-31

Filed2026-04-09

LAM RESEARCH CORP

-98.41%

Shares1.4K

Event2026-03-31

Filed2026-04-09

WWD

WOODWARD INC

0.00%

Shares812

Event2026-03-31

Filed2026-04-09

BOEING CO

-0.42%

Shares1.4K

Event2026-03-31

Filed2026-04-09

QCOM

QUALCOMM INC

-83.70%

Shares2.2K

Event2026-03-31

Filed2026-04-09

SPGI

S&P GLOBAL INC

-97.78%

Shares656

Event2026-03-31

Filed2026-04-09

VUG

VANGUARD INDEX FDS

New

Shares620

Event2026-03-31

Filed2026-04-09

XLC

SELECT SECTOR SPDR TR

12.38%

Shares2.3K

Event2026-03-31

Filed2026-04-09

ATO

ATMOS ENERGY CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-09

COCA COLA CO

New

Shares3.2K

Event2026-03-31

Filed2026-04-09

RTX

RTX CORPORATION

1.49%

Shares1.2K

Event2026-03-31

Filed2026-04-09

MLM

MARTIN MARIETTA MATLS INC

-0.99%

Shares400

Event2026-03-31

Filed2026-04-09

BTI

BRITISH AMERN TOB PLC

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-09

IUSG

ISHARES TR

New

Shares1.5K

Event2026-03-31

Filed2026-04-09

XLV

SELECT SECTOR SPDR TR

New

Shares1.5K

Event2026-03-31

Filed2026-04-09

MCD

MCDONALDS CORP

9.60%

Shares719

Event2026-03-31

Filed2026-04-09

MPLX

MPLX LP

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-09

VTV

VANGUARD INDEX FDS

New

Shares1.1K

Event2026-03-31

Filed2026-04-09

UPS

UNITED PARCEL SVCS INC

-88.43%

Shares2.1K

Event2026-03-31

Filed2026-04-09

SCHW

SCHWAB CHARLES CORP

-7.53%

Shares2.2K

Event2026-03-31

Filed2026-04-09

MGK

VANGUARD WORLD FD

-0.53%

Shares565

Event2026-03-31

Filed2026-04-09

DVN

DEVON ENERGY CORP NEW

New

Shares4.1K

Event2026-03-31

Filed2026-04-09

FDX

FEDEX CORP

New

Shares574

Event2026-03-31

Filed2026-04-09

SENTINELONE INC

-88.69%

Shares14.5K

Event2026-03-31

Filed2026-04-09

FORD MTR CO

New

Shares11.5K

Event2026-03-31

Filed2026-04-09

OBDC

BLUE OWL CAPITAL CORPORATION

3.28%

Shares10.9K

Event2026-03-31

Filed2026-04-09

EOSE

EOS ENERGY ENTERPRISES INC

New

Shares15.1K

Event2026-03-31

Filed2026-04-09

FTHM

FATHOM HOLDINGS INC

0.00%

Shares12.4K

Event2026-03-31

Filed2026-04-09

Call Option Holdings

XOM Call CallEXXON MOBIL CORP58.3K shares-2.51%2026-03-312026-04-09

NVDA Call CallNVIDIA CORPORATION41.1K shares15.77%2026-03-312026-04-09

AMZN Call CallAMAZON COM INC30.9K shares-25.54%2026-03-312026-04-09

AAPL Call CallAPPLE INC24.3K shares-19.00%2026-03-312026-04-09

CVX Call CallCHEVRON CORPORATION7.6K shares171.43%2026-03-312026-04-09

TSLA Call CallTESLA INC3.3K shares26.92%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL Call CallBERKSHIRE HATHAWAY INC DEL1.8K shares0.00%2026-03-312026-04-09

ALPHABET INC Call CallALPHABET INC3.0K shares650.00%2026-03-312026-04-09

PLTR Call CallPALANTIR TECHNOLOGIES INC5.3K shares-55.83%2026-03-312026-04-09

JPM Call CallJPMORGAN CHASE & CO2.5K shares-10.71%2026-03-312026-04-09

FANG Call CallDIAMONDBACK ENERGY INC3.7K shares0.00%2026-03-312026-04-09

META Call CallMETA PLATFORMS INC1.2K shares-53.85%2026-03-312026-04-09

APD Call CallAIR PRODUCTS AND CHEMICALS I2.3K sharesnew addition2026-03-312026-04-09

HOOD Call CallROBINHOOD MKTS INC8.6K shares-13.13%2026-03-312026-04-09

EPD Call CallENTERPRISE PRODS PARTNERS L15.7K shares0.00%2026-03-312026-04-09

MSFT Call CallMICROSOFT CORP1.5K shares-75.41%2026-03-312026-04-09

PWR Call CallQUANTA SVCS INC900 shares-43.75%2026-03-312026-04-09

MNST Call CallMONSTER BEVERAGE CORP NEW6.8K sharesnew addition2026-03-312026-04-09

AMD Call CallADVANCED MICRO DEVICES INC2.2K shares-8.33%2026-03-312026-04-09

NFLX Call CallNETFLIX INC.4.6K shares53.33%2026-03-312026-04-09

CRWD Call CallCROWDSTRIKE HLDGS INC1.1K shares-21.43%2026-03-312026-04-09

AXP Call CallAMERICAN EXPRESS CO1.4K sharesnew addition2026-03-312026-04-09

COST Call CallCOSTCO WHOLESALE CORPORATION400 shares-20.00%2026-03-312026-04-09

GE AEROSPACE Call CallGE AEROSPACE1.4K sharesnew addition2026-03-312026-04-09

OKE Call CallONEOK INC NEW4.2K sharesnew addition2026-03-312026-04-09

BK Call CallBANK NEW YORK MELLON CORP3.1K sharesnew addition2026-03-312026-04-09

TJX Call CallTJX COS INC NEW2.2K sharesnew addition2026-03-312026-04-09

CDNS Call CallCADENCE DESIGN SYSTEM INC1.2K sharesnew addition2026-03-312026-04-09

EATON CORP PLC Call CallEATON CORP PLC900 sharesnew addition2026-03-312026-04-09

UBER Call CallUBER TECHNOLOGIES INC3.6K shares0.00%2026-03-312026-04-09

VST Call CallVISTRA CORP1.7K sharesnew addition2026-03-312026-04-09

ARISTA NETWORKS INC Call CallARISTA NETWORKS INC2.0K shares0.00%2026-03-312026-04-09

RDDT Call CallREDDIT INC1.5K sharesnew addition2026-03-312026-04-09

BROADCOM INC Call CallBROADCOM INC500 sharesnew addition2026-03-312026-04-09

V Call CallVISA INC500 shares0.00%2026-03-312026-04-09

EMR Call CallEMERSON ELEC CO900 shares-86.96%2026-03-312026-04-09

GS Call CallGOLDMAN SACHS GROUP INC100 shares-83.33%2026-03-312026-04-09

XOM Call

EXXON MOBIL CORP

-2.51%

Shares58.3K

Event2026-03-31

Filed2026-04-09

NVDA Call

NVIDIA CORPORATION

15.77%

Shares41.1K

Event2026-03-31

Filed2026-04-09

AMZN Call

AMAZON COM INC

-25.54%

Shares30.9K

Event2026-03-31

Filed2026-04-09

AAPL Call

APPLE INC

-19.00%

Shares24.3K

Event2026-03-31

Filed2026-04-09

CVX Call

CHEVRON CORPORATION

171.43%

Shares7.6K

Event2026-03-31

Filed2026-04-09

TSLA Call

TESLA INC

26.92%

Shares3.3K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL Call

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-09

ALPHABET INC Call

ALPHABET INC

650.00%

Shares3.0K

Event2026-03-31

Filed2026-04-09

PLTR Call

PALANTIR TECHNOLOGIES INC

-55.83%

Shares5.3K

Event2026-03-31

Filed2026-04-09

JPM Call

JPMORGAN CHASE & CO

-10.71%

Shares2.5K

Event2026-03-31

Filed2026-04-09

FANG Call

DIAMONDBACK ENERGY INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-09

META Call

META PLATFORMS INC

-53.85%

Shares1.2K

Event2026-03-31

Filed2026-04-09

APD Call

AIR PRODUCTS AND CHEMICALS I

New

Shares2.3K

Event2026-03-31

Filed2026-04-09

HOOD Call

ROBINHOOD MKTS INC

-13.13%

Shares8.6K

Event2026-03-31

Filed2026-04-09

EPD Call

ENTERPRISE PRODS PARTNERS L

0.00%

Shares15.7K

Event2026-03-31

Filed2026-04-09

MSFT Call

MICROSOFT CORP

-75.41%

Shares1.5K

Event2026-03-31

Filed2026-04-09

PWR Call

QUANTA SVCS INC

-43.75%

Shares900

Event2026-03-31

Filed2026-04-09

MNST Call

MONSTER BEVERAGE CORP NEW

New

Shares6.8K

Event2026-03-31

Filed2026-04-09

AMD Call

ADVANCED MICRO DEVICES INC

-8.33%

Shares2.2K

Event2026-03-31

Filed2026-04-09

NFLX Call

NETFLIX INC.

53.33%

Shares4.6K

Event2026-03-31

Filed2026-04-09

CRWD Call

CROWDSTRIKE HLDGS INC

-21.43%

Shares1.1K

Event2026-03-31

Filed2026-04-09

AXP Call

AMERICAN EXPRESS CO

New

Shares1.4K

Event2026-03-31

Filed2026-04-09

COST Call

COSTCO WHOLESALE CORPORATION

-20.00%

Shares400

Event2026-03-31

Filed2026-04-09

GE AEROSPACE Call

GE AEROSPACE

New

Shares1.4K

Event2026-03-31

Filed2026-04-09

OKE Call

ONEOK INC NEW

New

Shares4.2K

Event2026-03-31

Filed2026-04-09

BK Call

BANK NEW YORK MELLON CORP

New

Shares3.1K

Event2026-03-31

Filed2026-04-09

TJX Call

TJX COS INC NEW

New

Shares2.2K

Event2026-03-31

Filed2026-04-09

CDNS Call

CADENCE DESIGN SYSTEM INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-09

EATON CORP PLC Call

EATON CORP PLC

New

Shares900

Event2026-03-31

Filed2026-04-09

UBER Call

UBER TECHNOLOGIES INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-09

VST Call

VISTRA CORP

New

Shares1.7K

Event2026-03-31

Filed2026-04-09

ARISTA NETWORKS INC Call

ARISTA NETWORKS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-09

RDDT Call

REDDIT INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-09

BROADCOM INC Call

BROADCOM INC

New

Shares500

Event2026-03-31

Filed2026-04-09

V Call

VISA INC

0.00%

Shares500

Event2026-03-31

Filed2026-04-09

EMR Call

EMERSON ELEC CO

-86.96%

Shares900

Event2026-03-31

Filed2026-04-09

GS Call

GOLDMAN SACHS GROUP INC

-83.33%

Shares100

Event2026-03-31

Filed2026-04-09

Put Option Holdings

No put option holdings data available