Sponsored

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

Currently, Tempus Wealth Planning, LLC holds 269 types of securities in its portfolio with a total value $435.0M. In the most recent quarter, they have increased their positions in GMOI (+78.7K shares, valued at $2.9M), BIL (+27.1K shares, valued at $2.5M), JEPI (+38.1K shares, valued at $2.2M); decreased their positions in SPMO (-23.6K shares, valued at $2.7M), GLD (-2.2K shares, valued at $965.6K), IBHF (-35.6K shares, valued at $818.2K); initiated new positions in GMOI (+78.7K shares, valued at $2.9M), JEPQ (+25.6K shares, valued at $1.4M), CORO (+34.1K shares, valued at $1.1M).

1M P&L

+11.4M+2.75%

3M P&L

+16.4M+3.99%

HY P&L

+36.8M+9.46%

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/A252.4M

65.1%

2Utilities - Renewable18.7M

4.8%

3Software - Infrastructure12.7M

3.3%

Top Industries by Stock Count

1N/A151 stocks

59.9%

2Drug Manufacturers - General8 stocks

3.2%

3Software - Infrastructure7 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GE AEROSPACE GE AEROSPACE87.8K shares-0.31%2026-03-312026-04-29

GEV GE VERNOVA INC21.4K shares-0.28%2026-03-312026-04-29

NVDA NVIDIA CORPORATION65.0K shares-0.01%2026-03-312026-04-29

CGDV CAPITAL GROUP DIVIDEND VALUE246.3K shares-2.21%2026-03-312026-04-29

SCHZ SCHWAB STRATEGIC TR440.4K shares10.71%2026-03-312026-04-29

AAPL APPLE INC35.6K shares0.12%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR14.2K shares-1.43%2026-03-312026-04-29

MSFT MICROSOFT CORP21.3K shares1.62%2026-03-312026-04-29

Sponsored

SPTM SPDR SERIES TRUST96.5K shares-1.15%2026-03-312026-04-29

BIL SPDR SERIES TRUST79.2K shares51.86%2026-03-312026-04-29

SCHX SCHWAB STRATEGIC TR276.5K shares1.87%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T10.6K shares-0.28%2026-03-312026-04-29

SPMO INVESCO EXCH TRADED FD TR II54.9K shares-30.10%2026-03-312026-04-29

TSLA TESLA INC16.2K shares3.74%2026-03-312026-04-29

CGBL CAPITAL GROUP CORE BALANCED174.0K shares3.62%2026-03-312026-04-29

IVV ISHARES TR8.7K shares-0.73%2026-03-312026-04-29

Sponsored

IBHF ISHARES TR226.3K shares-13.61%2026-03-312026-04-29

SPYM SPDR SERIES TRUST67.7K shares30.43%2026-03-312026-04-29

VIG VANGUARD SPECIALIZED FUNDS23.2K shares-2.92%2026-03-312026-04-29

SCHF SCHWAB STRATEGIC TR193.8K shares-0.11%2026-03-312026-04-29

QLTY GMO ETF TRUST132.3K shares-3.64%2026-03-312026-04-29

FNDX SCHWAB STRATEGIC TR151.3K shares1.54%2026-03-312026-04-29

AMZN AMAZON COM INC19.8K shares1.42%2026-03-312026-04-29

ALPHABET INC ALPHABET INC14.3K shares1.20%2026-03-312026-04-29

Sponsored

SCHG SCHWAB STRATEGIC TR125.0K shares1.77%2026-03-312026-04-29

PPA INVESCO EXCHANGE TRADED FD T20.9K shares3.15%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO11.6K shares2.36%2026-03-312026-04-29

WMT WALMART INC27.2K shares4.43%2026-03-312026-04-29

PVAL PUTNAM ETF TRUST72.1K shares7.29%2026-03-312026-04-29

ICSH ISHARES TR62.8K shares-9.84%2026-03-312026-04-29

DYNF BLACKROCK ETF TRUST51.0K shares21.01%2026-03-312026-04-29

GRNY TIDAL TRUST I120.5K shares12.62%2026-03-312026-04-29

Sponsored

GMOI GMO ETF TRUST78.7K sharesnew addition2026-03-312026-04-29

VTI VANGUARD INDEX FDS8.9K shares-0.01%2026-03-312026-04-29

TLT ISHARES TR31.8K shares98.74%2026-03-312026-04-29

FNDF SCHWAB STRATEGIC TR54.9K shares0.06%2026-03-312026-04-29

IVW ISHARES TR23.5K shares34.34%2026-03-312026-04-29

CGMU CAPITAL GRP FIXED INCM ETF T95.7K shares3.29%2026-03-312026-04-29

IYW ISHARES TR13.8K shares-2.24%2026-03-312026-04-29

SHV ISHARES TR22.4K shares23.60%2026-03-312026-04-29

Sponsored

SPTS SPDR SERIES TRUST83.2K shares0.91%2026-03-312026-04-29

AMAT APPLIED MATLS INC7.0K shares66.63%2026-03-312026-04-29

CGDG CAPITAL GROUP DIVIDEND GROWE66.1K shares0.43%2026-03-312026-04-29

SPAB SPDR SERIES TRUST92.6K shares2.91%2026-03-312026-04-29

JEPI J P MORGAN EXCHANGE TRADED F41.8K shares1047.35%2026-03-312026-04-29

IVE ISHARES TR11.1K shares48.21%2026-03-312026-04-29

ORCL ORACLE CORP15.5K shares-2.71%2026-03-312026-04-29

IWM ISHARES TR8.8K shares3.93%2026-03-312026-04-29

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES I30.4K shares-0.01%2026-03-312026-04-29

META META PLATFORMS INC3.7K shares3.42%2026-03-312026-04-29

EFV ISHARES TR28.8K shares-6.32%2026-03-312026-04-29

AMGN AMGEN INC6.1K shares-0.74%2026-03-312026-04-29

LLY ELI LILLY & CO2.3K shares0.35%2026-03-312026-04-29

AIRR FIRST TR EXCHANGE TRADED FD19.0K shares51.04%2026-03-312026-04-29

DGRW WISDOMTREE TR23.5K shares-1.63%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON8.3K shares3.00%2026-03-312026-04-29

Sponsored

CSCO CISCO SYS INC25.8K shares2.41%2026-03-312026-04-29

TJX TJX COS INC NEW12.5K shares1.82%2026-03-312026-04-29

IUSB ISHARES TR43.1K shares10.85%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION2.0K shares3.48%2026-03-312026-04-29

DVY ISHARES TR13.1K shares-0.49%2026-03-312026-04-29

SPDW SPDR INDEX SHS FDS43.1K shares4.58%2026-03-312026-04-29

EAGG ISHARES TR40.7K shares1.79%2026-03-312026-04-29

QUAL ISHARES TR10.0K shares11.28%2026-03-312026-04-29

Sponsored

VYMI VANGUARD WHITEHALL FDS19.3K shares3.89%2026-03-312026-04-29

CGUS CAPITAL GROUP CORE EQUITY ET47.1K shares0.87%2026-03-312026-04-29

SPEM SPDR INDEX SHS FDS38.5K shares7.02%2026-03-312026-04-29

DSI ISHARES TR14.8K shares0.64%2026-03-312026-04-29

ROK ROCKWELL AUTOMATION INC4.9K shares-0.45%2026-03-312026-04-29

WM WASTE MGMT INC DEL7.6K shares2.46%2026-03-312026-04-29

SPHQ INVESCO EXCHANGE TRADED FD T22.6K shares9.18%2026-03-312026-04-29

BA BOEING CO8.5K shares3.77%2026-03-312026-04-29

Sponsored

IDMO INVESCO EXCH TRADED FD TR II29.6K shares67.04%2026-03-312026-04-29

ROCKET LAB CORP ROCKET LAB CORP25.3K shares4.29%2026-03-312026-04-29

ALPS ETF TR ALPS ETF TR30.1K shares0.00%2026-03-312026-04-29

BAC BANK AMERICA CORP31.8K shares-0.15%2026-03-312026-04-29

XTEN BONDBLOXX ETF TRUST33.7K shares28.65%2026-03-312026-04-29

SPTL SPDR SERIES TRUST58.8K shares4.52%2026-03-312026-04-29

SCHH SCHWAB STRATEGIC TR70.4K shares-0.99%2026-03-312026-04-29

AOA ISHARES TR16.7K shares3.70%2026-03-312026-04-29

Sponsored

PKW INVESCO EXCHANGE TRADED FD T11.1K shares1.36%2026-03-312026-04-29

IJH ISHARES TR21.5K shares21.51%2026-03-312026-04-29

CGGR CAPITAL GROUP GROWTH ETF36.1K shares-0.94%2026-03-312026-04-29

CGGE CAPITAL GROUP GLOBAL EQUITY47.3K shares1.40%2026-03-312026-04-29

V VISA INC4.8K shares3.99%2026-03-312026-04-29

FDLO FIDELITY COVINGTON TRUST22.1K shares-14.01%2026-03-312026-04-29

JEPQ J P MORGAN EXCHANGE TRADED F25.6K sharesnew addition2026-03-312026-04-29

MGC VANGUARD WORLD FD6.0K shares0.00%2026-03-312026-04-29

Sponsored

PLTR PALANTIR TECHNOLOGIES INC9.6K shares6.09%2026-03-312026-04-29

HSY HERSHEY CO6.7K shares0.16%2026-03-312026-04-29

HD HOME DEPOT INC4.2K shares20.12%2026-03-312026-04-29

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II18.5K shares1.40%2026-03-312026-04-29

CVX CHEVRON CORPORATION6.5K shares76.39%2026-03-312026-04-29

MBB ISHARES TR14.1K shares29.33%2026-03-312026-04-29

CGGO CAPITAL GROUP GBL GROWTH EQT39.6K shares1.09%2026-03-312026-04-29

RTX RTX CORPORATION6.8K shares-10.75%2026-03-312026-04-29

Sponsored

ESGU ISHARES TR9.1K shares-14.08%2026-03-312026-04-29

BINC BLACKROCK ETF TRUST II24.5K shares7.43%2026-03-312026-04-29

VYM VANGUARD WHITEHALL FDS8.5K shares-4.60%2026-03-312026-04-29

PEP PEPSICO INC8.1K shares7.39%2026-03-312026-04-29

JBHT HUNT J B TRANS SVCS INC5.9K shares3.01%2026-03-312026-04-29

BAI BLACKROCK ETF TRUST37.7K shares47.22%2026-03-312026-04-29

AOR ISHARES TR19.1K shares0.48%2026-03-312026-04-29

SCHA SCHWAB STRATEGIC TR42.3K shares1.64%2026-03-312026-04-29

Sponsored

WYNN WYNN RESORTS LTD11.7K shares-2.11%2026-03-312026-04-29

SCHO SCHWAB STRATEGIC TR48.8K shares10.76%2026-03-312026-04-29

THRO BLACKROCK ETF TRUST32.7K shares36.57%2026-03-312026-04-29

SPYV SPDR SERIES TRUST20.9K shares-1.77%2026-03-312026-04-29

PFE PFIZER INC41.7K shares86.85%2026-03-312026-04-29

PFF ISHARES TR37.8K shares112.88%2026-03-312026-04-29

AVEM AMERICAN CENTY ETF TR14.1K shares18.53%2026-03-312026-04-29

HON HONEYWELL INTL INC5.0K shares-2.63%2026-03-312026-04-29

Sponsored

CORO BLACKROCK ETF TRUST34.1K sharesnew addition2026-03-312026-04-29

GOVT ISHARES TR47.8K shares218.99%2026-03-312026-04-29

IYLD ISHARES TR49.0K shares145.00%2026-03-312026-04-29

IBND SPDR SERIES TRUST34.2K shares0.31%2026-03-312026-04-29

IAGG ISHARES TR21.1K shares99.94%2026-03-312026-04-29

O REALTY INCOME CORP16.7K shares149.23%2026-03-312026-04-29

ACWX ISHARES TR14.6K sharesnew addition2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.1K shares0.00%2026-03-312026-04-29

Sponsored

GPIQ GOLDMAN SACHS ETF TR20.0K sharesnew addition2026-03-312026-04-29

SCHC SCHWAB STRATEGIC TR21.0K shares3.97%2026-03-312026-04-29

ABBV ABBVIE INC4.4K shares0.34%2026-03-312026-04-29

ALPHABET INC ALPHABET INC3.3K shares-2.60%2026-03-312026-04-29

EBND SPDR SERIES TRUST45.1K shares0.83%2026-03-312026-04-29

XMHQ INVESCO EXCHANGE TRADED FD T9.0K shares0.00%2026-03-312026-04-29

BXSL BLACKSTONE SECD LENDING FD39.0K shares55.49%2026-03-312026-04-29

CGCP CAPITAL GRP FIXED INCM ETF T40.3K shares3.22%2026-03-312026-04-29

Sponsored

VZ VERIZON COMMUNICATIONS INC17.8K shares-8.53%2026-03-312026-04-29

SNA SNAP ON INC2.5K shares1.28%2026-03-312026-04-29

IBHG ISHARES TR39.8K shares3.01%2026-03-312026-04-29

LQD ISHARES TR7.9K shares0.19%2026-03-312026-04-29

BMY BRISTOL-MYERS SQUIBB CO14.2K shares-2.09%2026-03-312026-04-29

XLG INVESCO EXCHANGE TRADED FD T15.7K shares-23.21%2026-03-312026-04-29

TGT TARGET CORP7.0K shares-9.07%2026-03-312026-04-29

HYT BLACKROCK CORPOR HI YLD FD I100.0K shares100.00%2026-03-312026-04-29

Sponsored

IEMG ISHARES INC12.2K shares-24.12%2026-03-312026-04-29

QQQM INVESCO EXCH TRADED FD TR II3.6K shares16.66%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC6.9K shares0.93%2026-03-312026-04-29

SCHE SCHWAB STRATEGIC TR24.6K shares1.17%2026-03-312026-04-29

DIS DISNEY WALT CO8.4K shares-20.07%2026-03-312026-04-29

TQQQ PROSHARES TR18.9K shares0.00%2026-03-312026-04-29

REGL PROSHARES TR9.1K shares-18.73%2026-03-312026-04-29

CGMM CAPITAL GROUP EQUITY ETF TR26.3K shares0.72%2026-03-312026-04-29

Sponsored

GLD SPDR GOLD TR1.8K shares-55.90%2026-03-312026-04-29

ULTA ULTA BEAUTY INC1.5K shares1.40%2026-03-312026-04-29

SHLD GLOBAL X FDS10.5K shares145.62%2026-03-312026-04-29

XOM EXXON MOBIL CORP4.4K shares-16.41%2026-03-312026-04-29

SPYG SPDR SERIES TRUST7.5K shares-2.97%2026-03-312026-04-29

CGIB CAPITAL GRP FIXED INCM ETF T28.5K shares2.22%2026-03-312026-04-29

CGCB CAPITAL GRP FIXED INCM ETF T27.3K shares2.15%2026-03-312026-04-29

ARCC ARES CAPITAL CORP38.6K shares14.86%2026-03-312026-04-29

Sponsored

JD JD.COM INC23.3K shares-24.72%2026-03-312026-04-29

LMT LOCKHEED MARTIN CORP1.1K shares4.03%2026-03-312026-04-29

LCTU BLACKROCK ETF TRUST9.4K shares-0.43%2026-03-312026-04-29

UNH UNITEDHEALTH GROUP INC2.4K shares1.15%2026-03-312026-04-29

HOOD ROBINHOOD MKTS INC9.3K shares11.40%2026-03-312026-04-29

FNDA SCHWAB STRATEGIC TR19.4K shares1.84%2026-03-312026-04-29

DLR DIGITAL RLTY TR INC3.5K sharesnew addition2026-03-312026-04-29

XLF SELECT SECTOR SPDR TR12.3K shares0.09%2026-03-312026-04-29

Sponsored

LH LABCORP HOLDINGS INC2.3K shares-4.37%2026-03-312026-04-29

FNDE SCHWAB STRATEGIC TR15.7K shares1.34%2026-03-312026-04-29

GLDM WORLD GOLD TR6.4K shares-41.39%2026-03-312026-04-29

BLCR BLACKROCK ETF TRUST14.1K sharesnew addition2026-03-312026-04-29

EXR EXTRA SPACE STORAGE INC4.3K sharesnew addition2026-03-312026-04-29

XLY SELECT SECTOR SPDR TR5.2K shares0.02%2026-03-312026-04-29

ICVT ISHARES TR5.5K sharesnew addition2026-03-312026-04-29

DIVB ISHARES TR10.3K shares-4.14%2026-03-312026-04-29

Sponsored

HLN HALEON PLC54.8K shares2.27%2026-03-312026-04-29

JOYT J P MORGAN EXCHANGE TRADED F10.0K sharesnew addition2026-03-312026-04-29

SUSC ISHARES TR22.8K shares-0.94%2026-03-312026-04-29

CGMS CAPITAL GRP FIXED INCM ETF T19.2K shares3.28%2026-03-312026-04-29

RSG REPUBLIC SVCS INC2.3K sharesnew addition2026-03-312026-04-29

ROAM LATTICE STRATEGIES TR16.5K sharesnew addition2026-03-312026-04-29

SCHW SCHWAB CHARLES CORP5.4K shares0.15%2026-03-312026-04-29

T AT&T INC16.4K shares0.02%2026-03-312026-04-29

Sponsored

AOM ISHARES TR9.6K shares10.90%2026-03-312026-04-29

FINW FINWISE BANCORP28.0K shares0.00%2026-03-312026-04-29

CNI CANADIAN NATL RY CO4.3K shares-24.98%2026-03-312026-04-29

TMUS T-MOBILE US INC2.1K shares-36.07%2026-03-312026-04-29

SMH VANECK ETF TRUST1.1K shares-1.31%2026-03-312026-04-29

PINS PINTEREST INC23.4K shares-14.22%2026-03-312026-04-29

NOBL PROSHARES TR4.0K shares0.00%2026-03-312026-04-29

ADBE ADOBE INC1.8K shares-21.22%2026-03-312026-04-29

Sponsored

NVO NOVO-NORDISK A S11.6K shares-7.76%2026-03-312026-04-29

DHS WISDOMTREE TR3.9K shares-2.15%2026-03-312026-04-29

MA MASTERCARD INCORPORATED845 shares5.23%2026-03-312026-04-29

VGT VANGUARD WORLD FD604 shares0.00%2026-03-312026-04-29

COP CONOCOPHILLIPS3.0K shares-0.75%2026-03-312026-04-29

NKE NIKE INC7.6K shares-1.47%2026-03-312026-04-29

BROADCOM INC BROADCOM INC1.3K shares11.41%2026-03-312026-04-29

MCD MCDONALDS CORP1.3K shares4.24%2026-03-312026-04-29

Sponsored

TENB TENABLE HLDGS INC23.4K shares-0.39%2026-03-312026-04-29

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC3.5K shares0.00%2026-03-312026-04-29

NFLX NETFLIX INC.4.0K shares2.34%2026-03-312026-04-29

CGNG CAPITAL GROUP NEW GEOGRAPHY12.0K shares-0.28%2026-03-312026-04-29

KO COCA COLA CO5.0K shares-22.60%2026-03-312026-04-29

QNITY ELECTRONICS INC QNITY ELECTRONICS INC3.3K shares-0.55%2026-03-312026-04-29

EFG ISHARES TR3.3K shares-25.23%2026-03-312026-04-29

IBIT ISHARES BITCOIN TRUST ETF9.7K shares6.29%2026-03-312026-04-29

Sponsored

EVH EVOLENT HEALTH INC159.5K shares-8.25%2026-03-312026-04-29

VCIT VANGUARD SCOTTSDALE FDS4.4K shares14.73%2026-03-312026-04-29

USXF ISHARES TR6.5K shares-1.89%2026-03-312026-04-29

VB VANGUARD INDEX FDS1.4K shares-1.46%2026-03-312026-04-29

INTC INTEL CORP7.8K shares-10.80%2026-03-312026-04-29

CHTR CHARTER COMMUNICATIONS INC1.6K shares-50.45%2026-03-312026-04-29

EPD ENTERPRISE PRODS PARTNERS L9.0K shares-5.13%2026-03-312026-04-29

NANR SPDR INDEX SHS FDS4.0K shares2.38%2026-03-312026-04-29

Sponsored

VAC MARRIOTT VACATIONS WORLDWIDE5.1K shares1.29%2026-03-312026-04-29

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC7.2K shares9.29%2026-03-312026-04-29

VUG VANGUARD INDEX FDS753 shares0.00%2026-03-312026-04-29

ISHARES GOLD TR ISHARES GOLD TR3.7K shares-15.16%2026-03-312026-04-29

SHY ISHARES TR3.9K shares-5.89%2026-03-312026-04-29

PULS PGIM ETF TR6.5K shares31.16%2026-03-312026-04-29

AGG ISHARES TR3.2K shares1.65%2026-03-312026-04-29

MDLZ MONDELEZ INTL INC5.4K shares-0.33%2026-03-312026-04-29

Sponsored

GS GOLDMAN SACHS GROUP INC361 shares23.21%2026-03-312026-04-29

CTSH COGNIZANT TECHNOLOGY SOLUTIO4.8K shares-5.00%2026-03-312026-04-29

DOX AMDOCS LTD4.6K shares-13.11%2026-03-312026-04-29

PZA INVESCO EXCH TRADED FD TR II12.9K shares-0.66%2026-03-312026-04-29

CCD CALAMOS DYNAMIC CONV & INCOM13.7K shares0.00%2026-03-312026-04-29

EBAY EBAY INC.3.2K shares-0.68%2026-03-312026-04-29

SCHP SCHWAB STRATEGIC TR10.8K shares2.84%2026-03-312026-04-29

ESGE ISHARES INC6.3K shares0.00%2026-03-312026-04-29

Sponsored

VUSB VANGUARD BD INDEX FDS5.7K shares-7.38%2026-03-312026-04-29

CGSM CAPITAL GRP FIXED INCM ETF T10.7K shares-5.36%2026-03-312026-04-29

DIVO AMPLIFY ETF TR6.2K shares-0.29%2026-03-312026-04-29

HSIC SCHEIN HENRY INC3.6K shares-9.20%2026-03-312026-04-29

AOK ISHARES TR6.7K shares0.32%2026-03-312026-04-29

IGV ISHARES TR3.3K shares9.79%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS444 shares6.99%2026-03-312026-04-29

AMD ADVANCED MICRO DEVICES INC1.3K shares-2.32%2026-03-312026-04-29

Sponsored

GILD GILEAD SCIENCES INC1.9K shares3.60%2026-03-312026-04-29

FNV FRANCO NEV CORP1.1K shares0.00%2026-03-312026-04-29

MET METLIFE INC3.7K shares-1.04%2026-03-312026-04-29

RDVY FIRST TR EXCHANGE TRADED FD3.8K sharesnew addition2026-03-312026-04-29

GSK PLC GSK PLC4.6K shares0.00%2026-03-312026-04-29

FNDC SCHWAB STRATEGIC TR5.4K shares-8.97%2026-03-312026-04-29

GRID FIRST TR EXCHANGE-TRADED FD1.5K sharesnew addition2026-03-312026-04-29

XLE SELECT SECTOR SPDR TR4.0K sharesnew addition2026-03-312026-04-29

Sponsored

QGRW WISDOMTREE TR4.6K shares-6.15%2026-03-312026-04-29

MUC BLACKROCK MUNIHLDNGS CALI23.7K shares0.00%2026-03-312026-04-29

CMI CUMMINS INC440 sharesnew addition2026-03-312026-04-29

CHAT TIDAL TRUST II3.8K shares0.00%2026-03-312026-04-29

RPD RAPID7 INC42.3K shares13.29%2026-03-312026-04-29

PG PROCTER & GAMBLE CO1.6K sharesnew addition2026-03-312026-04-29

CRM SALESFORCE INC1.2K shares34.38%2026-03-312026-04-29

MUB ISHARES TR2.2K shares9.72%2026-03-312026-04-29

Sponsored

AZO AUTOZONE INC68 shares0.00%2026-03-312026-04-29

CGHM CAPITAL GRP FIXED INCM ETF T9.0K shares4.94%2026-03-312026-04-29

NNOX NANO X IMAGING LTD100.6K shares-5.50%2026-03-312026-04-29

MEDTRONIC PLC MEDTRONIC PLC2.6K shares-1.06%2026-03-312026-04-29

PSX PHILLIPS 661.2K sharesnew addition2026-03-312026-04-29

ENB ENBRIDGE INC4.1K sharesnew addition2026-03-312026-04-29

EMB ISHARES TR2.3K shares-53.35%2026-03-312026-04-29

FDN FIRST TR EXCHANGE-TRADED FD933 shares-7.07%2026-03-312026-04-29

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD3.5K shares-14.38%2026-03-312026-04-29

VGIT VANGUARD SCOTTSDALE FDS3.6K sharesnew addition2026-03-312026-04-29

KMI KINDER MORGAN INC DEL6.4K sharesnew addition2026-03-312026-04-29

JPST J P MORGAN EXCHANGE TRADED F4.1K shares-27.48%2026-03-312026-04-29

QCOM QUALCOMM INC1.6K shares-24.97%2026-03-312026-04-29

MCK MCKESSON CORP233 shares-11.07%2026-03-312026-04-29

S SENTINELONE INC13.0K shares-27.05%2026-03-312026-04-29

RXST RXSIGHT INC25.9K shares-27.47%2026-03-312026-04-29

Sponsored

ALVO ALVOTECH44.2K shares-17.94%2026-03-312026-04-29

F FORD MTR CO12.6K shares-0.95%2026-03-312026-04-29

ACVA ACV AUCTIONS INC28.3K shares3.96%2026-03-312026-04-29

PHK PIMCO HIGH INCOME FD22.7K shares0.00%2026-03-312026-04-29

PDSB PDS BIOTECHNOLOGY CORP61.8K shares0.00%2026-03-312026-04-29

GE AEROSPACE

-0.31%

Shares87.8K

Event2026-03-31

Filed2026-04-29

GEV

GE VERNOVA INC

-0.28%

Shares21.4K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

-0.01%

Shares65.0K

Event2026-03-31

Filed2026-04-29

CGDV

CAPITAL GROUP DIVIDEND VALUE

-2.21%

Shares246.3K

Event2026-03-31

Filed2026-04-29

SCHZ

SCHWAB STRATEGIC TR

10.71%

Shares440.4K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

0.12%

Shares35.6K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

-1.43%

Shares14.2K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

1.62%

Shares21.3K

Event2026-03-31

Filed2026-04-29

SPTM

SPDR SERIES TRUST

-1.15%

Shares96.5K

Event2026-03-31

Filed2026-04-29

BIL

SPDR SERIES TRUST

51.86%

Shares79.2K

Event2026-03-31

Filed2026-04-29

SCHX

SCHWAB STRATEGIC TR

1.87%

Shares276.5K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

-0.28%

Shares10.6K

Event2026-03-31

Filed2026-04-29

SPMO

INVESCO EXCH TRADED FD TR II

-30.10%

Shares54.9K

Event2026-03-31

Filed2026-04-29

TSLA

TESLA INC

3.74%

Shares16.2K

Event2026-03-31

Filed2026-04-29

CGBL

CAPITAL GROUP CORE BALANCED

3.62%

Shares174.0K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

-0.73%

Shares8.7K

Event2026-03-31

Filed2026-04-29

IBHF

ISHARES TR

-13.61%

Shares226.3K

Event2026-03-31

Filed2026-04-29

SPYM

SPDR SERIES TRUST

30.43%

Shares67.7K

Event2026-03-31

Filed2026-04-29

VIG

VANGUARD SPECIALIZED FUNDS

-2.92%

Shares23.2K

Event2026-03-31

Filed2026-04-29

SCHF

SCHWAB STRATEGIC TR

-0.11%

Shares193.8K

Event2026-03-31

Filed2026-04-29

QLTY

GMO ETF TRUST

-3.64%

Shares132.3K

Event2026-03-31

Filed2026-04-29

FNDX

SCHWAB STRATEGIC TR

1.54%

Shares151.3K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

1.42%

Shares19.8K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

1.20%

Shares14.3K

Event2026-03-31

Filed2026-04-29

SCHG

SCHWAB STRATEGIC TR

1.77%

Shares125.0K

Event2026-03-31

Filed2026-04-29

PPA

INVESCO EXCHANGE TRADED FD T

3.15%

Shares20.9K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

2.36%

Shares11.6K

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

4.43%

Shares27.2K

Event2026-03-31

Filed2026-04-29

PVAL

PUTNAM ETF TRUST

7.29%

Shares72.1K

Event2026-03-31

Filed2026-04-29

ICSH

ISHARES TR

-9.84%

Shares62.8K

Event2026-03-31

Filed2026-04-29

DYNF

BLACKROCK ETF TRUST

21.01%

Shares51.0K

Event2026-03-31

Filed2026-04-29

GRNY

TIDAL TRUST I

12.62%

Shares120.5K

Event2026-03-31

Filed2026-04-29

GMOI

GMO ETF TRUST

New

Shares78.7K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

-0.01%

Shares8.9K

Event2026-03-31

Filed2026-04-29

TLT

ISHARES TR

98.74%

Shares31.8K

Event2026-03-31

Filed2026-04-29

FNDF

SCHWAB STRATEGIC TR

0.06%

Shares54.9K

Event2026-03-31

Filed2026-04-29

IVW

ISHARES TR

34.34%

Shares23.5K

Event2026-03-31

Filed2026-04-29

CGMU

CAPITAL GRP FIXED INCM ETF T

3.29%

Shares95.7K

Event2026-03-31

Filed2026-04-29

IYW

ISHARES TR

-2.24%

Shares13.8K

Event2026-03-31

Filed2026-04-29

SHV

ISHARES TR

23.60%

Shares22.4K

Event2026-03-31

Filed2026-04-29

SPTS

SPDR SERIES TRUST

0.91%

Shares83.2K

Event2026-03-31

Filed2026-04-29

AMAT

APPLIED MATLS INC

66.63%

Shares7.0K

Event2026-03-31

Filed2026-04-29

CGDG

CAPITAL GROUP DIVIDEND GROWE

0.43%

Shares66.1K

Event2026-03-31

Filed2026-04-29

SPAB

SPDR SERIES TRUST

2.91%

Shares92.6K

Event2026-03-31

Filed2026-04-29

JEPI

J P MORGAN EXCHANGE TRADED F

1047.35%

Shares41.8K

Event2026-03-31

Filed2026-04-29

IVE

ISHARES TR

48.21%

Shares11.1K

Event2026-03-31

Filed2026-04-29

ORCL

ORACLE CORP

-2.71%

Shares15.5K

Event2026-03-31

Filed2026-04-29

IWM

ISHARES TR

3.93%

Shares8.8K

Event2026-03-31

Filed2026-04-29

GEHC

GE HEALTHCARE TECHNOLOGIES I

-0.01%

Shares30.4K

Event2026-03-31

Filed2026-04-29

META

META PLATFORMS INC

3.42%

Shares3.7K

Event2026-03-31

Filed2026-04-29

EFV

ISHARES TR

-6.32%

Shares28.8K

Event2026-03-31

Filed2026-04-29

AMGN

AMGEN INC

-0.74%

Shares6.1K

Event2026-03-31

Filed2026-04-29

LLY

ELI LILLY & CO

0.35%

Shares2.3K

Event2026-03-31

Filed2026-04-29

AIRR

FIRST TR EXCHANGE TRADED FD

51.04%

Shares19.0K

Event2026-03-31

Filed2026-04-29

DGRW

WISDOMTREE TR

-1.63%

Shares23.5K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

3.00%

Shares8.3K

Event2026-03-31

Filed2026-04-29

CSCO

CISCO SYS INC

2.41%

Shares25.8K

Event2026-03-31

Filed2026-04-29

TJX

TJX COS INC NEW

1.82%

Shares12.5K

Event2026-03-31

Filed2026-04-29

IUSB

ISHARES TR

10.85%

Shares43.1K

Event2026-03-31

Filed2026-04-29

COST

COSTCO WHOLESALE CORPORATION

3.48%

Shares2.0K

Event2026-03-31

Filed2026-04-29

DVY

ISHARES TR

-0.49%

Shares13.1K

Event2026-03-31

Filed2026-04-29

SPDW

SPDR INDEX SHS FDS

4.58%

Shares43.1K

Event2026-03-31

Filed2026-04-29

EAGG

ISHARES TR

1.79%

Shares40.7K

Event2026-03-31

Filed2026-04-29

QUAL

ISHARES TR

11.28%

Shares10.0K

Event2026-03-31

Filed2026-04-29

VYMI

VANGUARD WHITEHALL FDS

3.89%

Shares19.3K

Event2026-03-31

Filed2026-04-29

CGUS

CAPITAL GROUP CORE EQUITY ET

0.87%

Shares47.1K

Event2026-03-31

Filed2026-04-29

SPEM

SPDR INDEX SHS FDS

7.02%

Shares38.5K

Event2026-03-31

Filed2026-04-29

DSI

ISHARES TR

0.64%

Shares14.8K

Event2026-03-31

Filed2026-04-29

ROK

ROCKWELL AUTOMATION INC

-0.45%

Shares4.9K

Event2026-03-31

Filed2026-04-29

WASTE MGMT INC DEL

2.46%

Shares7.6K

Event2026-03-31

Filed2026-04-29

SPHQ

INVESCO EXCHANGE TRADED FD T

9.18%

Shares22.6K

Event2026-03-31

Filed2026-04-29

BOEING CO

3.77%

Shares8.5K

Event2026-03-31

Filed2026-04-29

IDMO

INVESCO EXCH TRADED FD TR II

67.04%

Shares29.6K

Event2026-03-31

Filed2026-04-29

ROCKET LAB CORP

4.29%

Shares25.3K

Event2026-03-31

Filed2026-04-29

ALPS ETF TR

0.00%

Shares30.1K

Event2026-03-31

Filed2026-04-29

BAC

BANK AMERICA CORP

-0.15%

Shares31.8K

Event2026-03-31

Filed2026-04-29

XTEN

BONDBLOXX ETF TRUST

28.65%

Shares33.7K

Event2026-03-31

Filed2026-04-29

SPTL

SPDR SERIES TRUST

4.52%

Shares58.8K

Event2026-03-31

Filed2026-04-29

SCHH

SCHWAB STRATEGIC TR

-0.99%

Shares70.4K

Event2026-03-31

Filed2026-04-29

AOA

ISHARES TR

3.70%

Shares16.7K

Event2026-03-31

Filed2026-04-29

PKW

INVESCO EXCHANGE TRADED FD T

1.36%

Shares11.1K

Event2026-03-31

Filed2026-04-29

IJH

ISHARES TR

21.51%

Shares21.5K

Event2026-03-31

Filed2026-04-29

CGGR

CAPITAL GROUP GROWTH ETF

-0.94%

Shares36.1K

Event2026-03-31

Filed2026-04-29

CGGE

CAPITAL GROUP GLOBAL EQUITY

1.40%

Shares47.3K

Event2026-03-31

Filed2026-04-29

VISA INC

3.99%

Shares4.8K

Event2026-03-31

Filed2026-04-29

FDLO

FIDELITY COVINGTON TRUST

-14.01%

Shares22.1K

Event2026-03-31

Filed2026-04-29

JEPQ

J P MORGAN EXCHANGE TRADED F

New

Shares25.6K

Event2026-03-31

Filed2026-04-29

MGC

VANGUARD WORLD FD

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-29

PLTR

PALANTIR TECHNOLOGIES INC

6.09%

Shares9.6K

Event2026-03-31

Filed2026-04-29

HSY

HERSHEY CO

0.16%

Shares6.7K

Event2026-03-31

Filed2026-04-29

HOME DEPOT INC

20.12%

Shares4.2K

Event2026-03-31

Filed2026-04-29

INVESCO EXCH TRADED FD TR II

1.40%

Shares18.5K

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORPORATION

76.39%

Shares6.5K

Event2026-03-31

Filed2026-04-29

MBB

ISHARES TR

29.33%

Shares14.1K

Event2026-03-31

Filed2026-04-29

CGGO

CAPITAL GROUP GBL GROWTH EQT

1.09%

Shares39.6K

Event2026-03-31

Filed2026-04-29

RTX

RTX CORPORATION

-10.75%

Shares6.8K

Event2026-03-31

Filed2026-04-29

ESGU

ISHARES TR

-14.08%

Shares9.1K

Event2026-03-31

Filed2026-04-29

BINC

BLACKROCK ETF TRUST II

7.43%

Shares24.5K

Event2026-03-31

Filed2026-04-29

VYM

VANGUARD WHITEHALL FDS

-4.60%

Shares8.5K

Event2026-03-31

Filed2026-04-29

PEP

PEPSICO INC

7.39%

Shares8.1K

Event2026-03-31

Filed2026-04-29

JBHT

HUNT J B TRANS SVCS INC

3.01%

Shares5.9K

Event2026-03-31

Filed2026-04-29

BAI

BLACKROCK ETF TRUST

47.22%

Shares37.7K

Event2026-03-31

Filed2026-04-29

AOR

ISHARES TR

0.48%

Shares19.1K

Event2026-03-31

Filed2026-04-29

SCHA

SCHWAB STRATEGIC TR

1.64%

Shares42.3K

Event2026-03-31

Filed2026-04-29

WYNN

WYNN RESORTS LTD

-2.11%

Shares11.7K

Event2026-03-31

Filed2026-04-29

SCHO

SCHWAB STRATEGIC TR

10.76%

Shares48.8K

Event2026-03-31

Filed2026-04-29

THRO

BLACKROCK ETF TRUST

36.57%

Shares32.7K

Event2026-03-31

Filed2026-04-29

SPYV

SPDR SERIES TRUST

-1.77%

Shares20.9K

Event2026-03-31

Filed2026-04-29

PFE

PFIZER INC

86.85%

Shares41.7K

Event2026-03-31

Filed2026-04-29

PFF

ISHARES TR

112.88%

Shares37.8K

Event2026-03-31

Filed2026-04-29

AVEM

AMERICAN CENTY ETF TR

18.53%

Shares14.1K

Event2026-03-31

Filed2026-04-29

HON

HONEYWELL INTL INC

-2.63%

Shares5.0K

Event2026-03-31

Filed2026-04-29

CORO

BLACKROCK ETF TRUST

New

Shares34.1K

Event2026-03-31

Filed2026-04-29

GOVT

ISHARES TR

218.99%

Shares47.8K

Event2026-03-31

Filed2026-04-29

IYLD

ISHARES TR

145.00%

Shares49.0K

Event2026-03-31

Filed2026-04-29

IBND

SPDR SERIES TRUST

0.31%

Shares34.2K

Event2026-03-31

Filed2026-04-29

IAGG

ISHARES TR

99.94%

Shares21.1K

Event2026-03-31

Filed2026-04-29

REALTY INCOME CORP

149.23%

Shares16.7K

Event2026-03-31

Filed2026-04-29

ACWX

ISHARES TR

New

Shares14.6K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-29

GPIQ

GOLDMAN SACHS ETF TR

New

Shares20.0K

Event2026-03-31

Filed2026-04-29

SCHC

SCHWAB STRATEGIC TR

3.97%

Shares21.0K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

0.34%

Shares4.4K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-2.60%

Shares3.3K

Event2026-03-31

Filed2026-04-29

EBND

SPDR SERIES TRUST

0.83%

Shares45.1K

Event2026-03-31

Filed2026-04-29

XMHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares9.0K

Event2026-03-31

Filed2026-04-29

BXSL

BLACKSTONE SECD LENDING FD

55.49%

Shares39.0K

Event2026-03-31

Filed2026-04-29

CGCP

CAPITAL GRP FIXED INCM ETF T

3.22%

Shares40.3K

Event2026-03-31

Filed2026-04-29

VERIZON COMMUNICATIONS INC

-8.53%

Shares17.8K

Event2026-03-31

Filed2026-04-29

SNA

SNAP ON INC

1.28%

Shares2.5K

Event2026-03-31

Filed2026-04-29

IBHG

ISHARES TR

3.01%

Shares39.8K

Event2026-03-31

Filed2026-04-29

LQD

ISHARES TR

0.19%

Shares7.9K

Event2026-03-31

Filed2026-04-29

BMY

BRISTOL-MYERS SQUIBB CO

-2.09%

Shares14.2K

Event2026-03-31

Filed2026-04-29

XLG

INVESCO EXCHANGE TRADED FD T

-23.21%

Shares15.7K

Event2026-03-31

Filed2026-04-29

TGT

TARGET CORP

-9.07%

Shares7.0K

Event2026-03-31

Filed2026-04-29

HYT

BLACKROCK CORPOR HI YLD FD I

100.00%

Shares100.0K

Event2026-03-31

Filed2026-04-29

IEMG

ISHARES INC

-24.12%

Shares12.2K

Event2026-03-31

Filed2026-04-29

QQQM

INVESCO EXCH TRADED FD TR II

16.66%

Shares3.6K

Event2026-03-31

Filed2026-04-29

MERCK & CO INC

0.93%

Shares6.9K

Event2026-03-31

Filed2026-04-29

SCHE

SCHWAB STRATEGIC TR

1.17%

Shares24.6K

Event2026-03-31

Filed2026-04-29

DIS

DISNEY WALT CO

-20.07%

Shares8.4K

Event2026-03-31

Filed2026-04-29

TQQQ

PROSHARES TR

0.00%

Shares18.9K

Event2026-03-31

Filed2026-04-29

REGL

PROSHARES TR

-18.73%

Shares9.1K

Event2026-03-31

Filed2026-04-29

CGMM

CAPITAL GROUP EQUITY ETF TR

0.72%

Shares26.3K

Event2026-03-31

Filed2026-04-29

GLD

SPDR GOLD TR

-55.90%

Shares1.8K

Event2026-03-31

Filed2026-04-29

ULTA

ULTA BEAUTY INC

1.40%

Shares1.5K

Event2026-03-31

Filed2026-04-29

SHLD

GLOBAL X FDS

145.62%

Shares10.5K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

-16.41%

Shares4.4K

Event2026-03-31

Filed2026-04-29

SPYG

SPDR SERIES TRUST

-2.97%

Shares7.5K

Event2026-03-31

Filed2026-04-29

CGIB

CAPITAL GRP FIXED INCM ETF T

2.22%

Shares28.5K

Event2026-03-31

Filed2026-04-29

CGCB

CAPITAL GRP FIXED INCM ETF T

2.15%

Shares27.3K

Event2026-03-31

Filed2026-04-29

ARCC

ARES CAPITAL CORP

14.86%

Shares38.6K

Event2026-03-31

Filed2026-04-29

JD.COM INC

-24.72%

Shares23.3K

Event2026-03-31

Filed2026-04-29

LMT

LOCKHEED MARTIN CORP

4.03%

Shares1.1K

Event2026-03-31

Filed2026-04-29

LCTU

BLACKROCK ETF TRUST

-0.43%

Shares9.4K

Event2026-03-31

Filed2026-04-29

UNH

UNITEDHEALTH GROUP INC

1.15%

Shares2.4K

Event2026-03-31

Filed2026-04-29

HOOD

ROBINHOOD MKTS INC

11.40%

Shares9.3K

Event2026-03-31

Filed2026-04-29

FNDA

SCHWAB STRATEGIC TR

1.84%

Shares19.4K

Event2026-03-31

Filed2026-04-29

DLR

DIGITAL RLTY TR INC

New

Shares3.5K

Event2026-03-31

Filed2026-04-29

XLF

SELECT SECTOR SPDR TR

0.09%

Shares12.3K

Event2026-03-31

Filed2026-04-29

LABCORP HOLDINGS INC

-4.37%

Shares2.3K

Event2026-03-31

Filed2026-04-29

FNDE

SCHWAB STRATEGIC TR

1.34%

Shares15.7K

Event2026-03-31

Filed2026-04-29

GLDM

WORLD GOLD TR

-41.39%

Shares6.4K

Event2026-03-31

Filed2026-04-29

BLCR

BLACKROCK ETF TRUST

New

Shares14.1K

Event2026-03-31

Filed2026-04-29

EXR

EXTRA SPACE STORAGE INC

New

Shares4.3K

Event2026-03-31

Filed2026-04-29

XLY

SELECT SECTOR SPDR TR

0.02%

Shares5.2K

Event2026-03-31

Filed2026-04-29

ICVT

ISHARES TR

New

Shares5.5K

Event2026-03-31

Filed2026-04-29

DIVB

ISHARES TR

-4.14%

Shares10.3K

Event2026-03-31

Filed2026-04-29

HLN

HALEON PLC

2.27%

Shares54.8K

Event2026-03-31

Filed2026-04-29

JOYT

J P MORGAN EXCHANGE TRADED F

New

Shares10.0K

Event2026-03-31

Filed2026-04-29

SUSC

ISHARES TR

-0.94%

Shares22.8K

Event2026-03-31

Filed2026-04-29

CGMS

CAPITAL GRP FIXED INCM ETF T

3.28%

Shares19.2K

Event2026-03-31

Filed2026-04-29

RSG

REPUBLIC SVCS INC

New

Shares2.3K

Event2026-03-31

Filed2026-04-29

ROAM

LATTICE STRATEGIES TR

New

Shares16.5K

Event2026-03-31

Filed2026-04-29

SCHW

SCHWAB CHARLES CORP

0.15%

Shares5.4K

Event2026-03-31

Filed2026-04-29

AT&T INC

0.02%

Shares16.4K

Event2026-03-31

Filed2026-04-29

AOM

ISHARES TR

10.90%

Shares9.6K

Event2026-03-31

Filed2026-04-29

FINW

FINWISE BANCORP

0.00%

Shares28.0K

Event2026-03-31

Filed2026-04-29

CNI

CANADIAN NATL RY CO

-24.98%

Shares4.3K

Event2026-03-31

Filed2026-04-29

TMUS

T-MOBILE US INC

-36.07%

Shares2.1K

Event2026-03-31

Filed2026-04-29

SMH

VANECK ETF TRUST

-1.31%

Shares1.1K

Event2026-03-31

Filed2026-04-29

PINS

PINTEREST INC

-14.22%

Shares23.4K

Event2026-03-31

Filed2026-04-29

NOBL

PROSHARES TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-29

ADBE

ADOBE INC

-21.22%

Shares1.8K

Event2026-03-31

Filed2026-04-29

NVO

NOVO-NORDISK A S

-7.76%

Shares11.6K

Event2026-03-31

Filed2026-04-29

DHS

WISDOMTREE TR

-2.15%

Shares3.9K

Event2026-03-31

Filed2026-04-29

MASTERCARD INCORPORATED

5.23%

Shares845

Event2026-03-31

Filed2026-04-29

VGT

VANGUARD WORLD FD

0.00%

Shares604

Event2026-03-31

Filed2026-04-29

COP

CONOCOPHILLIPS

-0.75%

Shares3.0K

Event2026-03-31

Filed2026-04-29

NKE

NIKE INC

-1.47%

Shares7.6K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

11.41%

Shares1.3K

Event2026-03-31

Filed2026-04-29

MCD

MCDONALDS CORP

4.24%

Shares1.3K

Event2026-03-31

Filed2026-04-29

TENB

TENABLE HLDGS INC

-0.39%

Shares23.4K

Event2026-03-31

Filed2026-04-29

APOLLO GLOBAL MGMT INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-29

NFLX

NETFLIX INC.

2.34%

Shares4.0K

Event2026-03-31

Filed2026-04-29

CGNG

CAPITAL GROUP NEW GEOGRAPHY

-0.28%

Shares12.0K

Event2026-03-31

Filed2026-04-29

COCA COLA CO

-22.60%

Shares5.0K

Event2026-03-31

Filed2026-04-29

QNITY ELECTRONICS INC

-0.55%

Shares3.3K

Event2026-03-31

Filed2026-04-29

EFG

ISHARES TR

-25.23%

Shares3.3K

Event2026-03-31

Filed2026-04-29

IBIT

ISHARES BITCOIN TRUST ETF

6.29%

Shares9.7K

Event2026-03-31

Filed2026-04-29

EVH

EVOLENT HEALTH INC

-8.25%

Shares159.5K

Event2026-03-31

Filed2026-04-29

VCIT

VANGUARD SCOTTSDALE FDS

14.73%

Shares4.4K

Event2026-03-31

Filed2026-04-29

USXF

ISHARES TR

-1.89%

Shares6.5K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

-1.46%

Shares1.4K

Event2026-03-31

Filed2026-04-29

INTC

INTEL CORP

-10.80%

Shares7.8K

Event2026-03-31

Filed2026-04-29

CHTR

CHARTER COMMUNICATIONS INC

-50.45%

Shares1.6K

Event2026-03-31

Filed2026-04-29

EPD

ENTERPRISE PRODS PARTNERS L

-5.13%

Shares9.0K

Event2026-03-31

Filed2026-04-29

NANR

SPDR INDEX SHS FDS

2.38%

Shares4.0K

Event2026-03-31

Filed2026-04-29

VAC

MARRIOTT VACATIONS WORLDWIDE

1.29%

Shares5.1K

Event2026-03-31

Filed2026-04-29

DUPONT DE NEMOURS INC

9.29%

Shares7.2K

Event2026-03-31

Filed2026-04-29

VUG

VANGUARD INDEX FDS

0.00%

Shares753

Event2026-03-31

Filed2026-04-29

ISHARES GOLD TR

-15.16%

Shares3.7K

Event2026-03-31

Filed2026-04-29

SHY

ISHARES TR

-5.89%

Shares3.9K

Event2026-03-31

Filed2026-04-29

PULS

PGIM ETF TR

31.16%

Shares6.5K

Event2026-03-31

Filed2026-04-29

AGG

ISHARES TR

1.65%

Shares3.2K

Event2026-03-31

Filed2026-04-29

MDLZ

MONDELEZ INTL INC

-0.33%

Shares5.4K

Event2026-03-31

Filed2026-04-29

GOLDMAN SACHS GROUP INC

23.21%

Shares361

Event2026-03-31

Filed2026-04-29

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

-5.00%

Shares4.8K

Event2026-03-31

Filed2026-04-29

DOX

AMDOCS LTD

-13.11%

Shares4.6K

Event2026-03-31

Filed2026-04-29

PZA

INVESCO EXCH TRADED FD TR II

-0.66%

Shares12.9K

Event2026-03-31

Filed2026-04-29

CCD

CALAMOS DYNAMIC CONV & INCOM

0.00%

Shares13.7K

Event2026-03-31

Filed2026-04-29

EBAY

EBAY INC.

-0.68%

Shares3.2K

Event2026-03-31

Filed2026-04-29

SCHP

SCHWAB STRATEGIC TR

2.84%

Shares10.8K

Event2026-03-31

Filed2026-04-29

ESGE

ISHARES INC

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-29

VUSB

VANGUARD BD INDEX FDS

-7.38%

Shares5.7K

Event2026-03-31

Filed2026-04-29

CGSM

CAPITAL GRP FIXED INCM ETF T

-5.36%

Shares10.7K

Event2026-03-31

Filed2026-04-29

DIVO

AMPLIFY ETF TR

-0.29%

Shares6.2K

Event2026-03-31

Filed2026-04-29

HSIC

SCHEIN HENRY INC

-9.20%

Shares3.6K

Event2026-03-31

Filed2026-04-29

AOK

ISHARES TR

0.32%

Shares6.7K

Event2026-03-31

Filed2026-04-29

IGV

ISHARES TR

9.79%

Shares3.3K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

6.99%

Shares444

Event2026-03-31

Filed2026-04-29

AMD

ADVANCED MICRO DEVICES INC

-2.32%

Shares1.3K

Event2026-03-31

Filed2026-04-29

GILD

GILEAD SCIENCES INC

3.60%

Shares1.9K

Event2026-03-31

Filed2026-04-29

FNV

FRANCO NEV CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-29

MET

METLIFE INC

-1.04%

Shares3.7K

Event2026-03-31

Filed2026-04-29

RDVY

FIRST TR EXCHANGE TRADED FD

New

Shares3.8K

Event2026-03-31

Filed2026-04-29

GSK PLC

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-29

FNDC

SCHWAB STRATEGIC TR

-8.97%

Shares5.4K

Event2026-03-31

Filed2026-04-29

GRID

FIRST TR EXCHANGE-TRADED FD

New

Shares1.5K

Event2026-03-31

Filed2026-04-29

XLE

SELECT SECTOR SPDR TR

New

Shares4.0K

Event2026-03-31

Filed2026-04-29

QGRW

WISDOMTREE TR

-6.15%

Shares4.6K

Event2026-03-31

Filed2026-04-29

MUC

BLACKROCK MUNIHLDNGS CALI

0.00%

Shares23.7K

Event2026-03-31

Filed2026-04-29

CMI

CUMMINS INC

New

Shares440

Event2026-03-31

Filed2026-04-29

CHAT

TIDAL TRUST II

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-29

RPD

RAPID7 INC

13.29%

Shares42.3K

Event2026-03-31

Filed2026-04-29

PROCTER & GAMBLE CO

New

Shares1.6K

Event2026-03-31

Filed2026-04-29

CRM

SALESFORCE INC

34.38%

Shares1.2K

Event2026-03-31

Filed2026-04-29

MUB

ISHARES TR

9.72%

Shares2.2K

Event2026-03-31

Filed2026-04-29

AZO

AUTOZONE INC

0.00%

Shares68

Event2026-03-31

Filed2026-04-29

CGHM

CAPITAL GRP FIXED INCM ETF T

4.94%

Shares9.0K

Event2026-03-31

Filed2026-04-29

NNOX

NANO X IMAGING LTD

-5.50%

Shares100.6K

Event2026-03-31

Filed2026-04-29

MEDTRONIC PLC

-1.06%

Shares2.6K

Event2026-03-31

Filed2026-04-29

PSX

PHILLIPS 66

New

Shares1.2K

Event2026-03-31

Filed2026-04-29

ENB

ENBRIDGE INC

New

Shares4.1K

Event2026-03-31

Filed2026-04-29

EMB

ISHARES TR

-53.35%

Shares2.3K

Event2026-03-31

Filed2026-04-29

FDN

FIRST TR EXCHANGE-TRADED FD

-7.07%

Shares933

Event2026-03-31

Filed2026-04-29

CIBR

FIRST TR EXCHANGE-TRADED FD

-14.38%

Shares3.5K

Event2026-03-31

Filed2026-04-29

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares3.6K

Event2026-03-31

Filed2026-04-29

KMI

KINDER MORGAN INC DEL

New

Shares6.4K

Event2026-03-31

Filed2026-04-29

JPST

J P MORGAN EXCHANGE TRADED F

-27.48%

Shares4.1K

Event2026-03-31

Filed2026-04-29

QCOM

QUALCOMM INC

-24.97%

Shares1.6K

Event2026-03-31

Filed2026-04-29

MCK

MCKESSON CORP

-11.07%

Shares233

Event2026-03-31

Filed2026-04-29

SENTINELONE INC

-27.05%

Shares13.0K

Event2026-03-31

Filed2026-04-29

RXST

RXSIGHT INC

-27.47%

Shares25.9K

Event2026-03-31

Filed2026-04-29

ALVO

ALVOTECH

-17.94%

Shares44.2K

Event2026-03-31

Filed2026-04-29

FORD MTR CO

-0.95%

Shares12.6K

Event2026-03-31

Filed2026-04-29

ACVA

ACV AUCTIONS INC

3.96%

Shares28.3K

Event2026-03-31

Filed2026-04-29

PHK

PIMCO HIGH INCOME FD

0.00%

Shares22.7K

Event2026-03-31

Filed2026-04-29

PDSB

PDS BIOTECHNOLOGY CORP

0.00%

Shares61.8K

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T500 sharesnew addition2026-03-312026-04-29

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

New

Shares500

Event2026-03-31

Filed2026-04-29