Sponsored

The Analysis of Third View Private Wealth, LLC's Holdings & P&L

Currently, Third View Private Wealth, LLC holds 267 types of securities in its portfolio with a total value $730.3M. In the most recent quarter, they have increased their positions in N/A (+18.1K shares, valued at $3.6M), N/A (+27.2K shares, valued at $3.1M), N/A (+25.9K shares, valued at $2.9M); decreased their positions in NOC (-4.7K shares, valued at $3.2M), XOM (-6.8K shares, valued at $1.2M), RTX (-4.8K shares, valued at $933.5K); initiated new positions in N/A (+18.1K shares, valued at $3.6M), OTIS (+24.3K shares, valued at $1.9M), CVX (+2.8K shares, valued at $575.0K).

1M P&L

+238.8K+0.03%

3M P&L

-17.8M-2.54%

HY P&L

-102.1M-13.00%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A84.8M

13.3%

2Semiconductors67.0M

10.5%

3Software - Infrastructure42.6M

6.7%

Top Industries by Stock Count

1N/A40 stocks

17.0%

2Software - Application16 stocks

6.8%

3Software - Infrastructure8 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION261.0K shares5.33%2026-03-312026-04-15

TLT ISHARES TR342.2K shares10.24%2026-03-312026-04-15

AMZN AMAZON COM INC126.5K shares7.73%2026-03-312026-04-15

META META PLATFORMS INC45.4K shares7.92%2026-03-312026-04-15

MSFT MICROSOFT CORP69.0K shares10.66%2026-03-312026-04-15

ALPHABET INC ALPHABET INC82.0K shares5.74%2026-03-312026-04-15

TSLA TESLA INC62.2K shares7.67%2026-03-312026-04-15

V VISA INC60.1K shares6.35%2026-03-312026-04-15

Sponsored

NFLX NETFLIX INC.186.4K shares7.61%2026-03-312026-04-15

AAPL APPLE INC69.9K shares-0.49%2026-03-312026-04-15

ALPHABET INC ALPHABET INC61.6K shares5.71%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T24.4K shares1.58%2026-03-312026-04-15

VUG VANGUARD INDEX FDS31.8K shares13.20%2026-03-312026-04-15

BA BOEING CO64.1K shares10.78%2026-03-312026-04-15

ORCL ORACLE CORP80.8K shares-4.48%2026-03-312026-04-15

ADI ANALOG DEVICES INC28.7K shares0.44%2026-03-312026-04-15

Sponsored

XOM EXXON MOBIL CORP53.4K shares-11.29%2026-03-312026-04-15

WMB WILLIAMS COS INC120.6K shares25.71%2026-03-312026-04-15

SHOP SHOPIFY INC70.7K shares7.33%2026-03-312026-04-15

BROADCOM INC BROADCOM INC27.1K shares3.79%2026-03-312026-04-15

MNST MONSTER BEVERAGE CORP NEW109.7K shares6.64%2026-03-312026-04-15

VRTX VERTEX PHARMACEUTICALS INC16.9K shares7.53%2026-03-312026-04-15

DIS DISNEY WALT CO76.6K shares6.85%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO24.3K shares3.92%2026-03-312026-04-15

Sponsored

REGN REGENERON PHARMACEUTICALS7.8K shares8.78%2026-03-312026-04-15

ADSK AUTODESK INC24.8K shares7.44%2026-03-312026-04-15

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC52.9K shares96.19%2026-03-312026-04-15

APD AIR PRODUCTS AND CHEMICALS I20.3K shares-4.06%2026-03-312026-04-15

VMC VULCAN MATLS CO21.5K shares4.03%2026-03-312026-04-15

TXN TEXAS INSTRS INC28.3K shares7.74%2026-03-312026-04-15

CRM SALESFORCE INC26.7K shares6.23%2026-03-312026-04-15

KO COCA COLA CO64.2K shares4.67%2026-03-312026-04-15

Sponsored

MMC MARSH & MCLENNAN COS INC26.4K shares91.84%2026-03-312026-04-15

LINDE PLC LINDE PLC8.9K shares5.97%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON17.9K shares6.13%2026-03-312026-04-15

UNP UNION PAC CORP17.6K shares5.46%2026-03-312026-04-15

BDX BECTON DICKINSON & CO27.1K shares5.29%2026-03-312026-04-15

BLACKSTONE INC BLACKSTONE INC36.0K shares309.11%2026-03-312026-04-15

CMCSA COMCAST CORP NEW143.9K shares5.50%2026-03-312026-04-15

SRE SEMPRA41.9K shares9.43%2026-03-312026-04-15

Sponsored

TMUS T-MOBILE US INC19.0K shares8.19%2026-03-312026-04-15

PSA PUBLIC STORAGE OPER CO14.5K shares16.20%2026-03-312026-04-15

AMT AMERICAN TOWER CORP22.8K shares49.33%2026-03-312026-04-15

UNILEVER PLC UNILEVER PLC68.8K shares5.73%2026-03-312026-04-15

TMO THERMO FISHER SCIENTIFIC INC7.5K shares7.74%2026-03-312026-04-15

SBUX STARBUCKS CORP40.9K shares9.77%2026-03-312026-04-15

NVS NOVARTIS AG23.8K shares6.46%2026-03-312026-04-15

HLN HALEON PLC362.4K shares5.85%2026-03-312026-04-15

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC18.1K sharesnew addition2026-03-312026-04-15

TSM TAIWAN SEMICONDUCTOR MANUFAC10.4K shares166.96%2026-03-312026-04-15

ADP AUTOMATIC DATA PROCESSING IN17.2K shares60.53%2026-03-312026-04-15

ISRG INTUITIVE SURGICAL INC7.6K shares4.61%2026-03-312026-04-15

TRV TRAVELERS COMPANIES INC11.7K shares4.48%2026-03-312026-04-15

WM WASTE MGMT INC DEL14.8K shares3.94%2026-03-312026-04-15

EXPD EXPEDITORS INTL WASH INC23.7K shares6.47%2026-03-312026-04-15

COF CAPITAL ONE FINL CORP18.2K shares4.75%2026-03-312026-04-15

Sponsored

DE DEERE & CO5.7K shares6.15%2026-03-312026-04-15

MET METLIFE INC44.6K shares6.20%2026-03-312026-04-15

BN BROOKFIELD CORP76.3K shares5.80%2026-03-312026-04-15

HLT HILTON WORLDWIDE HLDGS INC10.0K shares-16.03%2026-03-312026-04-15

QCOM QUALCOMM INC23.2K shares4.28%2026-03-312026-04-15

NVO NOVO-NORDISK A S80.4K shares14.79%2026-03-312026-04-15

HEI.A HEICO CORP NEW13.9K shares3.64%2026-03-312026-04-15

TDG TRANSDIGM GROUP INC2.5K shares2.61%2026-03-312026-04-15

Sponsored

HD HOME DEPOT INC8.7K shares6.59%2026-03-312026-04-15

SEIC SEI INVTS CO36.5K shares6.65%2026-03-312026-04-15

PG PROCTER & GAMBLE CO19.6K shares6.11%2026-03-312026-04-15

TE CONNECTIVITY PLC TE CONNECTIVITY PLC13.5K shares4.23%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION2.8K shares0.53%2026-03-312026-04-15

CVS CVS HEALTH CORP38.8K shares11.14%2026-03-312026-04-15

ORLY OREILLY AUTOMOTIVE INC30.1K shares5.23%2026-03-312026-04-15

PNC PNC FINL SVCS GROUP INC13.3K shares5.71%2026-03-312026-04-15

Sponsored

LHX L3HARRIS TECHNOLOGIES INC8.0K shares-21.75%2026-03-312026-04-15

HON HONEYWELL INTL INC12.1K shares950.22%2026-03-312026-04-15

QQQM INVESCO EXCH TRADED FD TR II11.2K shares38.68%2026-03-312026-04-15

LYV LIVE NATION ENTERTAINMENT IN16.7K shares14.08%2026-03-312026-04-15

KKR & CO INC KKR & CO INC27.2K shares11.09%2026-03-312026-04-15

YUM YUM BRANDS INC16.2K shares6.98%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.0K shares1.47%2026-03-312026-04-15

MLM MARTIN MARIETTA MATLS INC4.0K shares2.32%2026-03-312026-04-15

Sponsored

ODFL OLD DOMINION FREIGHT LINE IN11.7K shares7.23%2026-03-312026-04-15

RTX RTX CORPORATION11.8K shares-29.11%2026-03-312026-04-15

MKL MARKEL GROUP INC1.2K shares2.25%2026-03-312026-04-15

FCX FREEPORT MCMORAN INC36.7K shares-26.40%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS8.9K shares1.32%2026-03-312026-04-15

CBRE CBRE GROUP INC14.2K shares8.77%2026-03-312026-04-15

SPYG SPDR SERIES TRUST19.2K shares-11.03%2026-03-312026-04-15

OTIS OTIS WORLDWIDE CORP24.3K sharesnew addition2026-03-312026-04-15

Sponsored

CPRT COPART INC54.2K shares3.91%2026-03-312026-04-15

PCG PG&E CORP102.1K shares12.70%2026-03-312026-04-15

XYZ BLOCK INC29.3K shares5.32%2026-03-312026-04-15

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO42.3K shares6.76%2026-03-312026-04-15

PLTR PALANTIR TECHNOLOGIES INC10.9K shares46.41%2026-03-312026-04-15

NKE NIKE INC29.9K shares9.51%2026-03-312026-04-15

MA MASTERCARD INCORPORATED3.1K shares3.66%2026-03-312026-04-15

BIL SPDR SERIES TRUST16.4K shares16.05%2026-03-312026-04-15

Sponsored

WAT WATERS CORP5.0K shares258.56%2026-03-312026-04-15

DTE DTE ENERGY CO10.2K shares-17.42%2026-03-312026-04-15

ILMN ILLUMINA INC12.0K shares-25.84%2026-03-312026-04-15

BRO BROWN & BROWN INC22.6K shares13.61%2026-03-312026-04-15

SPYV SPDR SERIES TRUST25.1K shares-11.55%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS2.4K shares30.02%2026-03-312026-04-15

LPLA LPL FINL HLDGS INC4.6K shares53.24%2026-03-312026-04-15

MSCI MSCI INC2.6K shares16.35%2026-03-312026-04-15

Sponsored

FDS FACTSET RESH SYS INC6.1K shares7.91%2026-03-312026-04-15

PYPL PAYPAL HLDGS INC29.1K shares6.24%2026-03-312026-04-15

BAC BANK AMERICA CORP26.9K shares6.58%2026-03-312026-04-15

UNH UNITEDHEALTH GROUP INC4.7K shares8.69%2026-03-312026-04-15

AJG GALLAGHER ARTHUR J & CO5.7K shares16.15%2026-03-312026-04-15

PH PARKER-HANNIFIN CORP1.3K shares-17.17%2026-03-312026-04-15

LLY ELI LILLY & CO1.3K shares11.10%2026-03-312026-04-15

TJX TJX COS INC NEW7.2K shares4.13%2026-03-312026-04-15

Sponsored

AMP AMERIPRISE FINL INC2.5K shares-2.12%2026-03-312026-04-15

WDAY WORKDAY INC8.7K shares6.87%2026-03-312026-04-15

WMT WALMART INC9.0K shares-11.07%2026-03-312026-04-15

LEN LENNAR CORP12.9K shares4.43%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR1.8K shares7.28%2026-03-312026-04-15

VEEV VEEVA SYS INC6.1K shares6.57%2026-03-312026-04-15

VTI VANGUARD INDEX FDS3.3K shares0.52%2026-03-312026-04-15

ROP ROPER TECHNOLOGIES INC2.9K shares8.35%2026-03-312026-04-15

Sponsored

IJH ISHARES TR15.2K shares-10.72%2026-03-312026-04-15

IDXX IDEXX LABS INC1.8K shares1.46%2026-03-312026-04-15

DEO DIAGEO PLC13.6K shares5.37%2026-03-312026-04-15

SYF SYNCHRONY FINANCIAL14.5K shares-8.11%2026-03-312026-04-15

ENTG ENTEGRIS INC8.3K shares-7.89%2026-03-312026-04-15

KLAC KLA CORP653 shares0.00%2026-03-312026-04-15

CTVA CORTEVA INC11.0K shares1.80%2026-03-312026-04-15

FICO FAIR ISAAC CORP859 shares2.38%2026-03-312026-04-15

Sponsored

CSGP COSTAR GROUP INC22.7K shares4.03%2026-03-312026-04-15

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL10.8K shares19.49%2026-03-312026-04-15

CSCO CISCO SYS INC11.0K shares20.78%2026-03-312026-04-15

ONEQ FIDELITY COMWLTH TR10.0K shares0.00%2026-03-312026-04-15

H HYATT HOTELS CORP5.8K shares21.67%2026-03-312026-04-15

FAST FASTENAL CO18.0K shares3.59%2026-03-312026-04-15

TYL TYLER TECHNOLOGIES INC2.4K shares13.78%2026-03-312026-04-15

YUMC YUM CHINA HLDGS INC15.6K shares4.67%2026-03-312026-04-15

Sponsored

IVV ISHARES TR1.1K shares2.09%2026-03-312026-04-15

CRWD CROWDSTRIKE HLDGS INC1.9K shares32.81%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC6.0K shares-5.81%2026-03-312026-04-15

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP17.7K shares5.29%2026-03-312026-04-15

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD15.7K shares70.12%2026-03-312026-04-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.0K shares-0.44%2026-03-312026-04-15

AXP AMERICAN EXPRESS CO2.3K shares9.36%2026-03-312026-04-15

FND FLOOR & DECOR HLDGS INC13.5K shares4.75%2026-03-312026-04-15

Sponsored

ABBV ABBVIE INC3.1K shares2.55%2026-03-312026-04-15

ARES ARES MANAGEMENT CORPORATION6.0K shares12.97%2026-03-312026-04-15

AME AMETEK INC3.0K shares6.39%2026-03-312026-04-15

URI UNITED RENTALS INC868 shares8.77%2026-03-312026-04-15

IWV ISHARES TR1.7K shares0.00%2026-03-312026-04-15

JQUA J P MORGAN EXCHANGE TRADED F10.1K shares-11.25%2026-03-312026-04-15

SONY SONY GROUP CORP29.5K shares-4.16%2026-03-312026-04-15

SPSM SPDR SERIES TRUST12.2K shares-3.40%2026-03-312026-04-15

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC6.0K shares3.47%2026-03-312026-04-15

CITIGROUP INC CITIGROUP INC5.2K shares27.37%2026-03-312026-04-15

SNOW SNOWFLAKE INC3.8K shares-4.38%2026-03-312026-04-15

CVX CHEVRON CORPORATION2.8K sharesnew addition2026-03-312026-04-15

CCC CCC INTELLIGENT SOLUTIONS HL95.3K shares-4.39%2026-03-312026-04-15

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC8.8K sharesnew addition2026-03-312026-04-15

MUFG MITSUBISHI UFJ FINANCIAL GRO33.6K shares-2.58%2026-03-312026-04-15

KMI KINDER MORGAN INC DEL17.0K shares6.10%2026-03-312026-04-15

Sponsored

ACGL ARCH CAP GROUP LTD5.7K shares-16.89%2026-03-312026-04-15

VO VANGUARD INDEX FDS1.9K sharesnew addition2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS2.4K sharesnew addition2026-03-312026-04-15

PANW PALO ALTO NETWORKS INC3.2K shares19.53%2026-03-312026-04-15

GOVT ISHARES TR22.2K shares-13.32%2026-03-312026-04-15

MCO MOODYS CORP1.2K shares21.87%2026-03-312026-04-15

ROST ROSS STORES INC2.3K shares4.11%2026-03-312026-04-15

AMGN AMGEN INC1.4K shares-4.07%2026-03-312026-04-15

Sponsored

CELESTICA INC CELESTICA INC1.7K shares-20.13%2026-03-312026-04-15

PVAL PUTNAM ETF TRUST10.3K sharesnew addition2026-03-312026-04-15

AMAT APPLIED MATLS INC1.4K shares4.19%2026-03-312026-04-15

PFE PFIZER INC16.6K shares3.51%2026-03-312026-04-15

SPMB SPDR SERIES TRUST20.6K shares-9.98%2026-03-312026-04-15

PERIMETER SOLUTIONS INC PERIMETER SOLUTIONS INC18.6K shares5.46%2026-03-312026-04-15

GLD SPDR GOLD TR1.1K shares102.11%2026-03-312026-04-15

WCN WASTE CONNECTIONS INC2.8K shares-9.56%2026-03-312026-04-15

Sponsored

MDYG SPDR SERIES TRUST4.7K shares-12.11%2026-03-312026-04-15

ALL ALLSTATE CORP2.1K sharesnew addition2026-03-312026-04-15

USB US BANCORP8.5K shares-1.78%2026-03-312026-04-15

TDY TELEDYNE TECHNOLOGIES INC727 shares-7.27%2026-03-312026-04-15

TOTALENERGIES SE TOTALENERGIES SE4.8K shares-5.01%2026-03-312026-04-15

ECL ECOLAB INC1.6K shares-4.41%2026-03-312026-04-15

ITA ISHARES TR2.0K shares0.00%2026-03-312026-04-15

LSGR NATIXIS ETF TRUST II11.1K sharesnew addition2026-03-312026-04-15

Sponsored

QGRO AMERICAN CENTY ETF TR4.1K shares-2.48%2026-03-312026-04-15

XEL XCEL ENERGY INC5.4K shares5.67%2026-03-312026-04-15

DFUV DIMENSIONAL ETF TRUST8.9K shares0.00%2026-03-312026-04-15

PGR PROGRESSIVE CORP2.1K shares-4.83%2026-03-312026-04-15

ATO ATMOS ENERGY CORP2.3K shares-28.92%2026-03-312026-04-15

BABA ALIBABA GROUP HLDG LTD3.3K shares-6.52%2026-03-312026-04-15

NEE NEXTERA ENERGY INC4.4K shares29.84%2026-03-312026-04-15

COP CONOCOPHILLIPS3.0K shares21.59%2026-03-312026-04-15

Sponsored

ASML ASML HLDG NV296 shares-4.52%2026-03-312026-04-15

GM GENERAL MTRS CO5.2K shares18.94%2026-03-312026-04-15

MDYV SPDR SERIES TRUST4.6K shares-11.38%2026-03-312026-04-15

VYM VANGUARD WHITEHALL FDS2.6K shares-1.54%2026-03-312026-04-15

GS GOLDMAN SACHS GROUP INC456 shares15.74%2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS INC7.7K shares-1.82%2026-03-312026-04-15

UBER UBER TECHNOLOGIES INC5.2K shares-2.93%2026-03-312026-04-15

EW EDWARDS LIFESCIENCES CORP4.7K shares0.11%2026-03-312026-04-15

Sponsored

ADBE ADOBE INC1.5K shares-10.20%2026-03-312026-04-15

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL4.8K shares3.67%2026-03-312026-04-15

VRSK VERISK ANALYTICS INC1.9K shares26.76%2026-03-312026-04-15

ALC ALCON AG4.7K shares-4.37%2026-03-312026-04-15

SPGI S&P GLOBAL INC834 shares30.31%2026-03-312026-04-15

MSI MOTOROLA SOLUTIONS INC814 sharesnew addition2026-03-312026-04-15

BLACKROCK INC BLACKROCK INC367 shares-38.22%2026-03-312026-04-15

PLD PROLOGIS INC.2.7K shares33.72%2026-03-312026-04-15

Sponsored

PM PHILIP MORRIS INTL INC2.1K shares47.15%2026-03-312026-04-15

AEM AGNICO EAGLE MINES LTD1.7K sharesnew addition2026-03-312026-04-15

AIG AMERICAN INTL GROUP INC4.6K shares-40.61%2026-03-312026-04-15

SLYV SPDR SERIES TRUST3.7K shares-12.00%2026-03-312026-04-15

SNPS SYNOPSYS INC869 shares-6.16%2026-03-312026-04-15

FDX FEDEX CORP956 shares21.32%2026-03-312026-04-15

IBIT ISHARES BITCOIN TRUST ETF8.9K shares-1.96%2026-03-312026-04-15

DHR DANAHER CORP DEL1.8K shares-8.23%2026-03-312026-04-15

Sponsored

SLYG SPDR SERIES TRUST3.5K shares-11.56%2026-03-312026-04-15

SHYG ISHARES TR7.9K shares-9.98%2026-03-312026-04-15

AWK AMERICAN WTR WKS CO INC NEW2.4K shares-4.89%2026-03-312026-04-15

MCK MCKESSON CORP378 shares32.17%2026-03-312026-04-15

IWD ISHARES TR1.5K sharesnew addition2026-03-312026-04-15

APPF APPFOLIO INC2.0K shares13.34%2026-03-312026-04-15

WFC WELLS FARGO & CO4.0K shares4.18%2026-03-312026-04-15

MEDTRONIC PLC MEDTRONIC PLC3.7K shares6.07%2026-03-312026-04-15

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL810 sharesnew addition2026-03-312026-04-15

RPM RPM INTL INC3.1K shares-4.53%2026-03-312026-04-15

CDNS CADENCE DESIGN SYSTEM INC1.1K shares-1.75%2026-03-312026-04-15

PCOR PROCORE TECHNOLOGIES INC5.4K shares4.96%2026-03-312026-04-15

LOW LOWES COS INC1.3K shares-1.81%2026-03-312026-04-15

MCHP MICROCHIP TECHNOLOGY INC.4.7K shares-4.89%2026-03-312026-04-15

OSK OSHKOSH CORP2.1K shares-4.83%2026-03-312026-04-15

LIBERTY LIVE HOLDINGS INC LIBERTY LIVE HOLDINGS INC3.1K shares8.07%2026-03-312026-04-15

Sponsored

XLF SELECT SECTOR SPDR TR5.9K shares-6.56%2026-03-312026-04-15

DGRW WISDOMTREE TR3.3K shares-11.68%2026-03-312026-04-15

DFAT DIMENSIONAL ETF TRUST4.6K shares0.00%2026-03-312026-04-15

CFR CULLEN FROST BANKERS INC2.1K shares-5.00%2026-03-312026-04-15

SCHG SCHWAB STRATEGIC TR9.7K sharesnew addition2026-03-312026-04-15

TPR TAPESTRY INC2.0K sharesnew addition2026-03-312026-04-15

NOC NORTHROP GRUMMAN CORP411 shares-91.88%2026-03-312026-04-15

GWRE GUIDEWIRE SOFTWARE INC1.9K sharesnew addition2026-03-312026-04-15

Sponsored

JCI JOHNSON CONTROLS INTERNATION2.1K sharesnew addition2026-03-312026-04-15

TOST TOAST INC10.4K shares22.75%2026-03-312026-04-15

LUV SOUTHWEST AIRLS CO7.2K shares36.01%2026-03-312026-04-15

GGG GRACO INC3.2K shares9.49%2026-03-312026-04-15

SCHW SCHWAB CHARLES CORP2.8K shares36.03%2026-03-312026-04-15

FN FABRINET500 sharesnew addition2026-03-312026-04-15

SPTL SPDR SERIES TRUST9.9K shares-10.19%2026-03-312026-04-15

IYW ISHARES TR1.4K shares0.49%2026-03-312026-04-15

Sponsored

VLO VALERO ENERGY CORP966 sharesnew addition2026-03-312026-04-15

BARON ETF TR BARON ETF TR10.3K sharesnew addition2026-03-312026-04-15

MKC MCCORMICK & CO INC4.5K sharesnew addition2026-03-312026-04-15

SKYX SKYX PLATFORMS CORP203.0K shares0.00%2026-03-312026-04-15

ETR ENTERGY CORP NEW2.0K sharesnew addition2026-03-312026-04-15

FIBK FIRST INTST BANCSYSTEM INC6.7K shares-33.65%2026-03-312026-04-15

BND VANGUARD BD INDEX FDS3.0K sharesnew addition2026-03-312026-04-15

IR INGERSOLL RAND INC2.7K sharesnew addition2026-03-312026-04-15

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.4K shares0.00%2026-03-312026-04-15

RYAN RYAN SPECIALTY HOLDINGS INC6.2K shares-14.96%2026-03-312026-04-15

PHM PULTE GROUP INC1.7K sharesnew addition2026-03-312026-04-15

EXPO EXPONENT INC3.1K shares-29.43%2026-03-312026-04-15

ATEC ALPHATEC HLDGS INC13.7K shares-13.99%2026-03-312026-04-15

HAYW HAYWARD HLDGS INC10.1K shares-33.89%2026-03-312026-04-15

ARHS ARHAUS INC18.6K shares-27.85%2026-03-312026-04-15

UWMC UWM HOLDINGS CORPORATION30.0K shares0.00%2026-03-312026-04-15

Sponsored

NEO NEOGENOMICS INC14.3K sharesnew addition2026-03-312026-04-15

CERT CERTARA INC11.9K sharesnew addition2026-03-312026-04-15

HMR HEIDMAR MARITIME HLDGS CORP10.0K shares0.00%2026-03-312026-04-15

NVDA

NVIDIA CORPORATION

5.33%

Shares261.0K

Event2026-03-31

Filed2026-04-15

TLT

ISHARES TR

10.24%

Shares342.2K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

7.73%

Shares126.5K

Event2026-03-31

Filed2026-04-15