The Analysis of Tempo Wealth, LLC's Holdings & P&L


Currently, Tempo Wealth, LLC holds 213 types of securities in its portfolio with a total value $573.4M. In the most recent quarter, they have increased their positions in FLOT (+49.4K shares, valued at $2.5M), PGR (+10.8K shares, valued at $2.1M), BND (+28.7K shares, valued at $2.1M); decreased their positions in CALF (-9.3K shares, valued at $417.8K), BUFR (-8.6K shares, valued at $288.9K), VUG (-641 shares, valued at $280.0K); initiated new positions in SCHD (+30.4K shares, valued at $932.2K), BLV (+6.4K shares, valued at $443.0K), CVX (+1.5K shares, valued at $314.2K).


1M P&L
-8.7M-1.51%
3M P&L
+23.7M+4.33%
HY P&L
-13.1M-2.24%

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/A238.9M
47.1%
2Specialty Industrial Machinery82.7M
16.3%
3Insurance - Property & Casualty31.4M
6.2%

Top Industries by Stock Count

1N/A98 stocks
51.0%
2Semiconductors8 stocks
4.2%
3Aerospace & Defense6 stocks
3.1%
Stock Holdings
PH
PARKER-HANNIFIN CORP
2.56%
Shares92.1K
Event2026-03-31
Filed2026-05-14
PGR
PROGRESSIVE CORP
7.29%
Shares158.3K
Event2026-03-31
Filed2026-05-14
SPY
STATE STR SPDR S&P 500 ETF T
10.12%
Shares31.2K
Event2026-03-31
Filed2026-05-14
SPYG
SPDR SERIES TRUST
-0.00%
Shares185.0K
Event2026-03-31
Filed2026-05-14
SPYV
SPDR SERIES TRUST
5.24%
Shares293.2K
Event2026-03-31
Filed2026-05-14
AAPL
APPLE INC
2.51%
Shares65.3K
Event2026-03-31
Filed2026-05-14
ALPHABET INC
ALPHABET INC
5.03%
Shares54.4K
Event2026-03-31
Filed2026-05-14
NVDA
NVIDIA CORPORATION
1.80%
Shares87.5K
Event2026-03-31
Filed2026-05-14
IVV
ISHARES TR
4.84%
Shares23.3K
Event2026-03-31
Filed2026-05-14
INVESCO QQQ TR
INVESCO QQQ TR
10.19%
Shares25.8K
Event2026-03-31
Filed2026-05-14
BND
VANGUARD BD INDEX FDS
18.90%
Shares180.5K
Event2026-03-31
Filed2026-05-14
AMZN
AMAZON COM INC
6.30%
Shares54.4K
Event2026-03-31
Filed2026-05-14
IJR
ISHARES TR
2.10%
Shares86.8K
Event2026-03-31
Filed2026-05-14
VTV
VANGUARD INDEX FDS
0.07%
Shares53.6K
Event2026-03-31
Filed2026-05-14
BROADCOM INC
BROADCOM INC
-0.27%
Shares31.7K
Event2026-03-31
Filed2026-05-14
MSFT
MICROSOFT CORP
11.21%
Shares26.2K
Event2026-03-31
Filed2026-05-14
IJH
ISHARES TR
14.06%
Shares126.3K
Event2026-03-31
Filed2026-05-14
DGRO
ISHARES TR
-1.98%
Shares108.8K
Event2026-03-31
Filed2026-05-14
VANGUARD INDEX FDS
VANGUARD INDEX FDS
2.48%
Shares11.9K
Event2026-03-31
Filed2026-05-14
LGLV
SPDR SERIES TRUST
0.01%
Shares39.8K
Event2026-03-31
Filed2026-05-14
QQQM
INVESCO EXCH TRADED FD TR II
15.00%
Shares29.1K
Event2026-03-31
Filed2026-05-14
AMD
ADVANCED MICRO DEVICES INC
-0.78%
Shares32.9K
Event2026-03-31
Filed2026-05-14
COWZ
PACER FDS TR
-0.60%
Shares105.1K
Event2026-03-31
Filed2026-05-14
MA
MASTERCARD INCORPORATED
5.07%
Shares11.3K
Event2026-03-31
Filed2026-05-14
VUG
VANGUARD INDEX FDS
-5.13%
Shares11.8K
Event2026-03-31
Filed2026-05-14
QUAL
ISHARES TR
-0.63%
Shares26.4K
Event2026-03-31
Filed2026-05-14
META
META PLATFORMS INC
14.76%
Shares8.7K
Event2026-03-31
Filed2026-05-14
COST
COSTCO WHOLESALE CORPORATION
5.28%
Shares4.8K
Event2026-03-31
Filed2026-05-14
FLOT
ISHARES TR
132.68%
Shares86.6K
Event2026-03-31
Filed2026-05-14
EFA
ISHARES TR
12.28%
Shares44.2K
Event2026-03-31
Filed2026-05-14
JNJ
JOHNSON & JOHNSON
1.01%
Shares17.2K
Event2026-03-31
Filed2026-05-14
TSLA
TESLA INC
2.25%
Shares11.1K
Event2026-03-31
Filed2026-05-14
ALPHABET INC
ALPHABET INC
0.11%
Shares13.9K
Event2026-03-31
Filed2026-05-14
JPM
JPMORGAN CHASE & CO
19.34%
Shares13.5K
Event2026-03-31
Filed2026-05-14
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
3.45%
Shares8.1K
Event2026-03-31
Filed2026-05-14
MDYG
SPDR SERIES TRUST
8.04%
Shares40.4K
Event2026-03-31
Filed2026-05-14
BSCS
INVESCO EXCH TRD SLF IDX FD
40.66%
Shares168.6K
Event2026-03-31
Filed2026-05-14
PLTR
PALANTIR TECHNOLOGIES INC
15.44%
Shares21.9K
Event2026-03-31
Filed2026-05-14
LOW
LOWES COS INC
8.72%
Shares13.0K
Event2026-03-31
Filed2026-05-14
GS
GOLDMAN SACHS GROUP INC
10.91%
Shares3.6K
Event2026-03-31
Filed2026-05-14
MU
MICRON TECHNOLOGY INC
-6.56%
Shares9.0K
Event2026-03-31
Filed2026-05-14
IVOO
VANGUARD ADMIRAL FDS INC
-2.12%
Shares25.3K
Event2026-03-31
Filed2026-05-14
ORLY
OREILLY AUTOMOTIVE INC
-0.80%
Shares28.7K
Event2026-03-31
Filed2026-05-14
TLT
ISHARES TR
43.17%
Shares29.7K
Event2026-03-31
Filed2026-05-14
XLK
SELECT SECTOR SPDR TR
1.29%
Shares19.2K
Event2026-03-31
Filed2026-05-14
SLYG
SPDR SERIES TRUST
7.60%
Shares25.8K
Event2026-03-31
Filed2026-05-14
MTUM
ISHARES TR
-0.95%
Shares10.2K
Event2026-03-31
Filed2026-05-14
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.17%
Shares7.2K
Event2026-03-31
Filed2026-05-14
V
VISA INC
1.73%
Shares8.0K
Event2026-03-31
Filed2026-05-14
ITOT
ISHARES TR
-1.97%
Shares15.9K
Event2026-03-31
Filed2026-05-14
BKLN
INVESCO EXCH TRADED FD TR II
-0.76%
Shares109.6K
Event2026-03-31
Filed2026-05-14
BSCR
INVESCO EXCH TRD SLF IDX FD
48.80%
Shares108.6K
Event2026-03-31
Filed2026-05-14
WMT
WALMART INC
21.12%
Shares16.3K
Event2026-03-31
Filed2026-05-14
SO
SOUTHERN CO
19.74%
Shares20.3K
Event2026-03-31
Filed2026-05-14
ROCKET LAB CORP
ROCKET LAB CORP
3.11%
Shares27.3K
Event2026-03-31
Filed2026-05-14
VWO
VANGUARD INTL EQUITY INDEX F
83.43%
Shares31.9K
Event2026-03-31
Filed2026-05-14
BLACKROCK INC
BLACKROCK INC
16.20%
Shares1.8K
Event2026-03-31
Filed2026-05-14
BSCT
INVESCO EXCH TRD SLF IDX FD
62.11%
Shares91.4K
Event2026-03-31
Filed2026-05-14
BSCQ
INVESCO EXCH TRD SLF IDX FD
13.93%
Shares84.4K
Event2026-03-31
Filed2026-05-14
VIOG
VANGUARD ADMIRAL FDS INC
-1.37%
Shares13.2K
Event2026-03-31
Filed2026-05-14
XLI
SELECT SECTOR SPDR TR
30.24%
Shares9.9K
Event2026-03-31
Filed2026-05-14
DVY
ISHARES TR
3.37%
Shares10.5K
Event2026-03-31
Filed2026-05-14
VEA
VANGUARD TAX-MANAGED FDS
0.70%
Shares23.7K
Event2026-03-31
Filed2026-05-14
LHX
L3HARRIS TECHNOLOGIES INC
20.38%
Shares4.4K
Event2026-03-31
Filed2026-05-14
BUFR
FIRST TR EXCHNG TRADED FD VI
-16.42%
Shares43.6K
Event2026-03-31
Filed2026-05-14
SHW
SHERWIN WILLIAMS CO
-0.02%
Shares4.5K
Event2026-03-31
Filed2026-05-14
VRT
VERTIV HOLDINGS CO
9.27%
Shares5.8K
Event2026-03-31
Filed2026-05-14
CEG
CONSTELLATION ENERGY CORP
12.17%
Shares5.2K
Event2026-03-31
Filed2026-05-14
HD
HOME DEPOT INC
-0.69%
Shares4.3K
Event2026-03-31
Filed2026-05-14
XOM
EXXON MOBIL CORP
21.04%
Shares8.3K
Event2026-03-31
Filed2026-05-14
PG
PROCTER & GAMBLE CO
9.86%
Shares9.7K
Event2026-03-31
Filed2026-05-14
USIG
ISHARES TR
18.32%
Shares27.1K
Event2026-03-31
Filed2026-05-14
MGK
VANGUARD WORLD FD
-9.13%
Shares3.7K
Event2026-03-31
Filed2026-05-14
EFAV
ISHARES TR
-1.15%
Shares14.9K
Event2026-03-31
Filed2026-05-14
VIOO
VANGUARD ADMIRAL FDS INC
-0.90%
Shares11.7K
Event2026-03-31
Filed2026-05-14
VTI
VANGUARD INDEX FDS
0.36%
Shares4.2K
Event2026-03-31
Filed2026-05-14
XLV
SELECT SECTOR SPDR TR
12.81%
Shares8.7K
Event2026-03-31
Filed2026-05-14
SOXX
ISHARES TR
11.16%
Shares3.8K
Event2026-03-31
Filed2026-05-14
ORCL
ORACLE CORP
-0.54%
Shares8.4K
Event2026-03-31
Filed2026-05-14
XMLV
INVESCO EXCH TRADED FD TR II
-1.69%
Shares19.0K
Event2026-03-31
Filed2026-05-14
XLF
SELECT SECTOR SPDR TR
8.91%
Shares24.1K
Event2026-03-31
Filed2026-05-14
GEV
GE VERNOVA INC
37.68%
Shares1.4K
Event2026-03-31
Filed2026-05-14
IXN
ISHARES TR
-3.52%
Shares11.4K
Event2026-03-31
Filed2026-05-14
SHOP
SHOPIFY INC
14.12%
Shares8.9K
Event2026-03-31
Filed2026-05-14
ALPS ETF TR
ALPS ETF TR
-2.99%
Shares19.0K
Event2026-03-31
Filed2026-05-14
BSCU
INVESCO EXCH TRD SLF IDX FD
46.27%
Shares61.9K
Event2026-03-31
Filed2026-05-14
LECO
LINCOLN ELEC HLDGS INC
-0.51%
Shares4.1K
Event2026-03-31
Filed2026-05-14
CAT
CATERPILLAR INC
10.22%
Shares1.4K
Event2026-03-31
Filed2026-05-14
EATON CORP PLC
EATON CORP PLC
0.97%
Shares2.8K
Event2026-03-31
Filed2026-05-14
NOC
NORTHROP GRUMMAN CORP
16.53%
Shares1.5K
Event2026-03-31
Filed2026-05-14
IBM
INTERNATIONAL BUSINESS MACHS
29.55%
Shares4.1K
Event2026-03-31
Filed2026-05-14
RZG
INVESCO EXCHANGE TRADED FD T
-7.82%
Shares17.1K
Event2026-03-31
Filed2026-05-14
CRWD
CROWDSTRIKE HLDGS INC
61.46%
Shares2.4K
Event2026-03-31
Filed2026-05-14
KNG
FIRST TR EXCHANGE-TRADED FD
-11.74%
Shares19.3K
Event2026-03-31
Filed2026-05-14
SCHD
SCHWAB STRATEGIC TR
New
Shares30.4K
Event2026-03-31
Filed2026-05-14
WTW
WILLIS TOWERS WATSON PLC LTD
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-14
BLACKSTONE INC
BLACKSTONE INC
12.17%
Shares7.8K
Event2026-03-31
Filed2026-05-14
IEFA
ISHARES TR
3.32%
Shares9.8K
Event2026-03-31
Filed2026-05-14
VGT
VANGUARD WORLD FD
-6.14%
Shares1.3K
Event2026-03-31
Filed2026-05-14
RFG
INVESCO EXCHANGE TRADED FD T
-7.67%
Shares15.7K
Event2026-03-31
Filed2026-05-14
LLY
ELI LILLY & CO
6.03%
Shares932
Event2026-03-31
Filed2026-05-14
VOT
VANGUARD INDEX FDS
0.21%
Shares3.3K
Event2026-03-31
Filed2026-05-14
CRM
SALESFORCE INC
-2.13%
Shares4.2K
Event2026-03-31
Filed2026-05-14
LTBR
LIGHTBRIDGE CORP
7.96%
Shares68.4K
Event2026-03-31
Filed2026-05-14
IVE
ISHARES TR
11.07%
Shares3.4K
Event2026-03-31
Filed2026-05-14
RTX
RTX CORPORATION
12.43%
Shares3.8K
Event2026-03-31
Filed2026-05-14
GLD
SPDR GOLD TR
-4.05%
Shares1.7K
Event2026-03-31
Filed2026-05-14
GE AEROSPACE
GE AEROSPACE
51.67%
Shares2.5K
Event2026-03-31
Filed2026-05-14
FTNT
FORTINET INC
20.42%
Shares8.6K
Event2026-03-31
Filed2026-05-14
JEPQ
J P MORGAN EXCHANGE TRADED F
-11.02%
Shares12.5K
Event2026-03-31
Filed2026-05-14
LMT
LOCKHEED MARTIN CORP
19.29%
Shares1.1K
Event2026-03-31
Filed2026-05-14
IVOG
VANGUARD ADMIRAL FDS INC
-0.16%
Shares5.5K
Event2026-03-31
Filed2026-05-14
UNH
UNITEDHEALTH GROUP INC
-11.31%
Shares2.4K
Event2026-03-31
Filed2026-05-14
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
2.46%
Shares6.6K
Event2026-03-31
Filed2026-05-14
WM
WASTE MGMT INC DEL
16.26%
Shares2.8K
Event2026-03-31
Filed2026-05-14
TJUL
INNOVATOR ETFS TRUST
-17.12%
Shares21.4K
Event2026-03-31
Filed2026-05-14
SUSB
ISHARES TR
0.11%
Shares25.0K
Event2026-03-31
Filed2026-05-14
IBIT
ISHARES BITCOIN TRUST ETF
88.54%
Shares16.1K
Event2026-03-31
Filed2026-05-14
ACWV
ISHARES INC
-0.77%
Shares5.1K
Event2026-03-31
Filed2026-05-14
BKNG
BOOKING HOLDINGS INC
0.69%
Shares146
Event2026-03-31
Filed2026-05-14
ABBV
ABBVIE INC
2.00%
Shares2.8K
Event2026-03-31
Filed2026-05-14
XAR
SPDR SERIES TRUST
36.04%
Shares2.4K
Event2026-03-31
Filed2026-05-14
IQV
IQVIA HLDGS INC
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-14
DE
DEERE & CO
3.85%
Shares1.1K
Event2026-03-31
Filed2026-05-14
IWF
ISHARES TR
0.07%
Shares1.4K
Event2026-03-31
Filed2026-05-14
PNC
PNC FINL SVCS GROUP INC
8.84%
Shares2.7K
Event2026-03-31
Filed2026-05-14
RGTI
RIGETTI COMPUTING INC
45.90%
Shares40.6K
Event2026-03-31
Filed2026-05-14
ARISTA NETWORKS INC
ARISTA NETWORKS INC
19.44%
Shares4.6K
Event2026-03-31
Filed2026-05-14
AXP
AMERICAN EXPRESS CO
11.28%
Shares1.8K
Event2026-03-31
Filed2026-05-14
AMGN
AMGEN INC
0.45%
Shares1.6K
Event2026-03-31
Filed2026-05-14
QBTS
D-WAVE QUANTUM INC
25.59%
Shares37.2K
Event2026-03-31
Filed2026-05-14
CENCORA INC
CENCORA INC
-0.94%
Shares1.7K
Event2026-03-31
Filed2026-05-14
IEMG
ISHARES INC
3.73%
Shares7.6K
Event2026-03-31
Filed2026-05-14
INTC
INTEL CORP
-0.98%
Shares11.9K
Event2026-03-31
Filed2026-05-14
CSCO
CISCO SYS INC
24.86%
Shares6.4K
Event2026-03-31
Filed2026-05-14
KEY
KEYCORP
4.11%
Shares23.7K
Event2026-03-31
Filed2026-05-14
PANW
PALO ALTO NETWORKS INC
10.49%
Shares2.9K
Event2026-03-31
Filed2026-05-14
AMAT
APPLIED MATLS INC
0.67%
Shares1.4K
Event2026-03-31
Filed2026-05-14
PM
PHILIP MORRIS INTL INC
-2.15%
Shares2.7K
Event2026-03-31
Filed2026-05-14
BLV
VANGUARD BD INDEX FDS
New
Shares6.4K
Event2026-03-31
Filed2026-05-14
SHYG
ISHARES TR
6.41%
Shares10.4K
Event2026-03-31
Filed2026-05-14
ASML
ASML HLDG NV
0.91%
Shares333
Event2026-03-31
Filed2026-05-14
BA
BOEING CO
6.60%
Shares2.2K
Event2026-03-31
Filed2026-05-14
ISHARES GOLD TR
ISHARES GOLD TR
0.00%
Shares4.9K
Event2026-03-31
Filed2026-05-14
TMUS
T-MOBILE US INC
52.56%
Shares2.1K
Event2026-03-31
Filed2026-05-14
VIG
VANGUARD SPECIALIZED FUNDS
8.56%
Shares2.0K
Event2026-03-31
Filed2026-05-14
INDA
ISHARES TR
28.35%
Shares9.1K
Event2026-03-31
Filed2026-05-14
XLE
SELECT SECTOR SPDR TR
17.00%
Shares6.9K
Event2026-03-31
Filed2026-05-14
KO
COCA COLA CO
37.70%
Shares5.6K
Event2026-03-31
Filed2026-05-14
VCSH
VANGUARD SCOTTSDALE FDS
23.23%
Shares5.3K
Event2026-03-31
Filed2026-05-14
USMV
ISHARES TR
-0.97%
Shares4.5K
Event2026-03-31
Filed2026-05-14
CMG
CHIPOTLE MEXICAN GRILL INC
-10.55%
Shares13.1K
Event2026-03-31
Filed2026-05-14
NFLX
NETFLIX INC.
19.14%
Shares4.3K
Event2026-03-31
Filed2026-05-14
OMF
ONEMAIN HLDGS INC
140.20%
Shares7.7K
Event2026-03-31
Filed2026-05-14
VO
VANGUARD INDEX FDS
-6.82%
Shares1.4K
Event2026-03-31
Filed2026-05-14
HYBL
SSGA ACTIVE TR
-7.90%
Shares14.5K
Event2026-03-31
Filed2026-05-14
WELL
WELLTOWER INC
0.35%
Shares2.0K
Event2026-03-31
Filed2026-05-14
NEE
NEXTERA ENERGY INC
25.94%
Shares4.3K
Event2026-03-31
Filed2026-05-14
MDYV
SPDR SERIES TRUST
0.43%
Shares4.7K
Event2026-03-31
Filed2026-05-14
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
0.91%
Shares1.1K
Event2026-03-31
Filed2026-05-14
XLY
SELECT SECTOR SPDR TR
0.09%
Shares3.5K
Event2026-03-31
Filed2026-05-14
FTLS
FIRST TR EXCH TRADED FD III
0.09%
Shares5.4K
Event2026-03-31
Filed2026-05-14
SLYV
SPDR SERIES TRUST
-0.92%
Shares4.0K
Event2026-03-31
Filed2026-05-14
SIXG
ETF SER SOLUTIONS
0.51%
Shares5.5K
Event2026-03-31
Filed2026-05-14
VB
VANGUARD INDEX FDS
-12.78%
Shares1.4K
Event2026-03-31
Filed2026-05-14
CIBR
FIRST TR EXCHANGE-TRADED FD
0.17%
Shares5.9K
Event2026-03-31
Filed2026-05-14
VTC
VANGUARD SCOTTSDALE FDS
0.80%
Shares4.8K
Event2026-03-31
Filed2026-05-14
TDG
TRANSDIGM GROUP INC
0.64%
Shares315
Event2026-03-31
Filed2026-05-14
SPYD
SPDR SERIES TRUST
1.01%
Shares7.7K
Event2026-03-31
Filed2026-05-14
BAC
BANK AMERICA CORP
40.72%
Shares7.2K
Event2026-03-31
Filed2026-05-14
IEI
ISHARES TR
4.26%
Shares2.9K
Event2026-03-31
Filed2026-05-14
ELV
ELEVANCE HEALTH INC FORMERLY
0.54%
Shares1.1K
Event2026-03-31
Filed2026-05-14
DDOG
DATADOG INC
80.13%
Shares2.8K
Event2026-03-31
Filed2026-05-14
BSCV
INVESCO EXCH TRD SLF IDX FD
43.10%
Shares19.7K
Event2026-03-31
Filed2026-05-14
PEP
PEPSICO INC
3.68%
Shares2.1K
Event2026-03-31
Filed2026-05-14
MERCK & CO INC
MERCK & CO INC
18.61%
Shares2.6K
Event2026-03-31
Filed2026-05-14
CALF
PACER FDS TR
-57.00%
Shares7.0K
Event2026-03-31
Filed2026-05-14
CVX
CHEVRON CORPORATION
New
Shares1.5K
Event2026-03-31
Filed2026-05-14
UPS
UNITED PARCEL SVCS INC
-2.66%
Shares3.1K
Event2026-03-31
Filed2026-05-14
MS
MORGAN STANLEY
3.64%
Shares1.9K
Event2026-03-31
Filed2026-05-14
BUFD
FIRST TR EXCHNG TRADED FD VI
-34.07%
Shares11.0K
Event2026-03-31
Filed2026-05-14
LINDE PLC
LINDE PLC
1.85%
Shares607
Event2026-03-31
Filed2026-05-14
MMC
MARSH & MCLENNAN COS INC
-0.81%
Shares1.7K
Event2026-03-31
Filed2026-05-14
DG
DOLLAR GEN CORP
14.62%
Shares2.4K
Event2026-03-31
Filed2026-05-14
QCOM
QUALCOMM INC
6.47%
Shares2.2K
Event2026-03-31
Filed2026-05-14
MCK
MCKESSON CORP
21.85%
Shares329
Event2026-03-31
Filed2026-05-14
PPA
INVESCO EXCHANGE TRADED FD T
New
Shares1.7K
Event2026-03-31
Filed2026-05-14
VCIT
VANGUARD SCOTTSDALE FDS
14.90%
Shares3.4K
Event2026-03-31
Filed2026-05-14
CMI
CUMMINS INC
0.00%
Shares476
Event2026-03-31
Filed2026-05-14
ABT
ABBOTT LABORATORIES
-1.21%
Shares2.5K
Event2026-03-31
Filed2026-05-14
HOOD
ROBINHOOD MKTS INC
New
Shares3.6K
Event2026-03-31
Filed2026-05-14
XLP
SELECT SECTOR SPDR TR
New
Shares3.0K
Event2026-03-31
Filed2026-05-14
IONQ
IONQ INC
16.77%
Shares8.6K
Event2026-03-31
Filed2026-05-14
SLV
ISHARES SILVER TR
5.67%
Shares3.6K
Event2026-03-31
Filed2026-05-14
PFE
PFIZER INC
-1.49%
Shares8.6K
Event2026-03-31
Filed2026-05-14
PWR
QUANTA SVCS INC
New
Shares434
Event2026-03-31
Filed2026-05-14
IWD
ISHARES TR
0.36%
Shares1.1K
Event2026-03-31
Filed2026-05-14
POCT
INNOVATOR ETFS TRUST
0.00%
Shares5.5K
Event2026-03-31
Filed2026-05-14
IWB
ISHARES TR
0.15%
Shares659
Event2026-03-31
Filed2026-05-14
ENB
ENBRIDGE INC
0.59%
Shares4.3K
Event2026-03-31
Filed2026-05-14
TXN
TEXAS INSTRS INC
-2.23%
Shares1.2K
Event2026-03-31
Filed2026-05-14
IPO
RENAISSANCE CAP GREENWICH FD
0.07%
Shares5.4K
Event2026-03-31
Filed2026-05-14
OWL
BLUE OWL CAPITAL INC
55.44%
Shares24.7K
Event2026-03-31
Filed2026-05-14
GDX
VANECK ETF TRUST
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-14
IWR
ISHARES TR
0.27%
Shares2.3K
Event2026-03-31
Filed2026-05-14
TMO
THERMO FISHER SCIENTIFIC INC
0.00%
Shares445
Event2026-03-31
Filed2026-05-14
D
DOMINION ENERGY INC
0.23%
Shares3.5K
Event2026-03-31
Filed2026-05-14
RDVY
FIRST TR EXCHANGE TRADED FD
New
Shares3.2K
Event2026-03-31
Filed2026-05-14
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
New
Shares1.6K
Event2026-03-31
Filed2026-05-14
FNDF
SCHWAB STRATEGIC TR
New
Shares4.2K
Event2026-03-31
Filed2026-05-14
ADI
ANALOG DEVICES INC
New
Shares647
Event2026-03-31
Filed2026-05-14
JPC
NUVEEN PFD & INCOME OPPORTUN
1.53%
Shares13.2K
Event2026-03-31
Filed2026-05-14
RELIANCE GLOBAL GROUP INC
RELIANCE GLOBAL GROUP INC
82.40%
Shares26.4K
Event2026-03-31
Filed2026-05-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available