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The Analysis of TRUE Private Wealth Advisors's Holdings & P&L

Currently, TRUE Private Wealth Advisors holds 266 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in VXX (+864.8K shares, valued at $30.9M), IXUS (+307.9K shares, valued at $26.7M), N/A (+168.8K shares, valued at $14.9M); decreased their positions in COMT (-678.1K shares, valued at $22.9M), IBTH (-271.9K shares, valued at $6.1M), IVW (-35.3K shares, valued at $4.0M); initiated new positions in VXX (+864.8K shares, valued at $30.9M), AGG (+44.8K shares, valued at $4.4M), EWJ (+41.6K shares, valued at $3.5M).

1M P&L

-48.1M-4.48%

3M P&L

-19.5M-1.87%

HY P&L

-75.0M-6.82%

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/A739.5M

78.7%

2Consumer Electronics25.3M

2.7%

3Drug Manufacturers - General22.4M

2.4%

Top Industries by Stock Count

1N/A130 stocks

53.1%

2Semiconductors8 stocks

3.3%

3Drug Manufacturers - General7 stocks

2.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IXUS ISHARES TR1.0M shares43.12%2026-03-312026-05-15

EMXC ISHARES INC595.5K shares1.91%2026-03-312026-05-15

IBTJ ISHARES TR1.8M shares-5.82%2026-03-312026-05-15

IBIE ISHARES TR1.5M shares-9.09%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T201.2K shares-0.56%2026-03-312026-05-15

IEUR ISHARES TR547.5K shares7.23%2026-03-312026-05-15

IBTL ISHARES TR1.9M shares-4.00%2026-03-312026-05-15

IBTH ISHARES TR1.7M shares-13.94%2026-03-312026-05-15

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD738.2K shares-0.35%2026-03-312026-05-15

IBIG ISHARES TR1.4M shares-7.05%2026-03-312026-05-15

ITOT ISHARES TR223.5K shares-1.44%2026-03-312026-05-15

VXX BARCLAYS BANK PLC864.8K sharesnew addition2026-03-312026-05-15

AAPL APPLE INC99.5K shares-5.49%2026-03-312026-05-15

SMIZ ZACKS TRUST671.5K shares13.39%2026-03-312026-05-15

CLOI VANECK ETF TRUST433.8K shares21.26%2026-03-312026-05-15

SOXX ISHARES TR67.4K shares4.50%2026-03-312026-05-15

Sponsored

ALPS ETF TR ALPS ETF TR383.0K shares8.19%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR205.7K shares457.26%2026-03-312026-05-15

IWM ISHARES TR69.7K shares8.51%2026-03-312026-05-15

NVDA NVIDIA CORPORATION82.1K shares20.32%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR462.2K shares1.28%2026-03-312026-05-15

VGT VANGUARD WORLD FD17.4K shares-10.75%2026-03-312026-05-15

MSFT MICROSOFT CORP31.7K shares-1.61%2026-03-312026-05-15

AMZN AMAZON COM INC45.7K shares1.54%2026-03-312026-05-15

Sponsored

IVW ISHARES TR75.9K shares-31.77%2026-03-312026-05-15

AOR ISHARES TR123.4K shares-1.23%2026-03-312026-05-15

ZECP ZACKS TRUST231.2K shares-8.89%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS12.8K shares8.16%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON29.3K shares-8.71%2026-03-312026-05-15

XOM EXXON MOBIL CORP40.3K shares-0.98%2026-03-312026-05-15

CVX CHEVRON CORPORATION32.9K shares-2.44%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO22.4K shares1.56%2026-03-312026-05-15

Sponsored

LLY ELI LILLY & CO6.9K shares-3.23%2026-03-312026-05-15

GLD SPDR GOLD TR14.1K shares-17.52%2026-03-312026-05-15

ABBV ABBVIE INC27.1K shares0.04%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL12.2K shares1.04%2026-03-312026-05-15

IEFA ISHARES TR63.0K shares54.84%2026-03-312026-05-15

ALPHABET INC ALPHABET INC18.9K shares-2.19%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION5.3K shares3.29%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC15.1K shares-20.06%2026-03-312026-05-15

Sponsored

GS GOLDMAN SACHS GROUP INC5.8K shares-3.91%2026-03-312026-05-15

NVDL GRANITESHARES ETF TR65.8K shares-1.14%2026-03-312026-05-15

AGG ISHARES TR44.8K sharesnew addition2026-03-312026-05-15

QUIZ ZACKS TRUST156.4K shares7.14%2026-03-312026-05-15

USB US BANCORP76.8K shares-0.15%2026-03-312026-05-15

EMR EMERSON ELEC CO30.0K shares0.74%2026-03-312026-05-15

IWD ISHARES TR16.6K shares-7.23%2026-03-312026-05-15

MMM 3M CO24.2K shares-1.43%2026-03-312026-05-15

Sponsored

EWJ ISHARES INC41.6K sharesnew addition2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC28.4K shares294.73%2026-03-312026-05-15

IJH ISHARES TR49.0K shares-5.09%2026-03-312026-05-15

URI UNITED RENTALS INC4.4K shares0.34%2026-03-312026-05-15

ALPHABET INC ALPHABET INC11.0K shares-17.47%2026-03-312026-05-15

SNTH TIDAL TRUST III116.5K shares121.27%2026-03-312026-05-15

IVV ISHARES TR4.7K shares1.65%2026-03-312026-05-15

BROS DUTCH BROS INC60.2K shares0.06%2026-03-312026-05-15

Sponsored

EEM ISHARES TR52.4K shares1178.47%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC59.3K shares0.51%2026-03-312026-05-15

KRMN KARMAN HLDGS INC35.4K sharesnew addition2026-03-312026-05-15

IEMG ISHARES INC37.0K shares11.47%2026-03-312026-05-15

HEFA ISHARES TR58.5K shares38.04%2026-03-312026-05-15

JAAA JANUS DETROIT STR TR49.2K shares1.24%2026-03-312026-05-15

IVE ISHARES TR11.6K shares-0.51%2026-03-312026-05-15

AOM ISHARES TR49.5K shares-1.77%2026-03-312026-05-15

Sponsored

TSLA TESLA INC6.3K shares-4.92%2026-03-312026-05-15

SDCI USCF ETF TR83.6K sharesnew addition2026-03-312026-05-15

GRNY TIDAL TRUST I90.7K shares331.17%2026-03-312026-05-15

SMOT VANECK ETF TRUST61.2K shares8.83%2026-03-312026-05-15

CWB SPDR SERIES TRUST22.8K shares-18.56%2026-03-312026-05-15

AGZ ISHARES TR18.6K shares-10.02%2026-03-312026-05-15

IJR ISHARES TR16.1K shares-6.70%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP9.4K shares81.40%2026-03-312026-05-15

Sponsored

VMBS VANGUARD SCOTTSDALE FDS41.6K shares-1.58%2026-03-312026-05-15

SDY SPDR SERIES TRUST12.7K shares-17.98%2026-03-312026-05-15

PFE PFIZER INC64.8K shares-4.62%2026-03-312026-05-15

ROBO EXCHANGE TRADED CONCEPTS TRU26.5K sharesnew addition2026-03-312026-05-15

VXUS VANGUARD STAR FDS23.0K shares241.24%2026-03-312026-05-15

AMAT APPLIED MATLS INC5.2K shares280.90%2026-03-312026-05-15

GCOW PACER FDS TR38.3K shares2.76%2026-03-312026-05-15

WFC WELLS FARGO & CO21.8K shares0.47%2026-03-312026-05-15

Sponsored

ALK ALASKA AIR GROUP INC46.8K shares290.09%2026-03-312026-05-15

TECL DIREXION SHARES ETF TRUST19.8K shares7.06%2026-03-312026-05-15

RTX RTX CORPORATION8.7K shares-1.05%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR2.9K shares-64.84%2026-03-312026-05-15

ICOW PACER FDS TR39.4K shares4.63%2026-03-312026-05-15

SPIB SPDR SERIES TRUST49.8K shares-1.94%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS6.7K shares-2.20%2026-03-312026-05-15

META META PLATFORMS INC2.8K shares-7.25%2026-03-312026-05-15

Sponsored

VGSH VANGUARD SCOTTSDALE FDS27.3K shares119.86%2026-03-312026-05-15

VTV VANGUARD INDEX FDS8.1K shares18.54%2026-03-312026-05-15

SHY ISHARES TR18.6K shares-3.56%2026-03-312026-05-15

AAPU DIREXION SHARES ETF TRUST54.4K shares-0.45%2026-03-312026-05-15

FNGU BANK MONTREAL MEDIUM95.3K shares11.71%2026-03-312026-05-15

CAT CATERPILLAR INC2.1K shares-5.71%2026-03-312026-05-15

AMZU DIREXION SHARES ETF TRUST54.2K shares2.03%2026-03-312026-05-15

PFF ISHARES TR46.9K shares-15.27%2026-03-312026-05-15

Sponsored

FLOT ISHARES TR27.7K shares-19.83%2026-03-312026-05-15

BA BOEING CO7.0K shares7.23%2026-03-312026-05-15

ULST SSGA ACTIVE ETF TR34.4K sharesnew addition2026-03-312026-05-15

VBR VANGUARD INDEX FDS6.3K shares8.03%2026-03-312026-05-15

MS MORGAN STANLEY8.1K shares-13.25%2026-03-312026-05-15

EZU ISHARES INC20.8K shares-15.70%2026-03-312026-05-15

V VISA INC4.2K shares-1.36%2026-03-312026-05-15

AIRR FIRST TR EXCHANGE TRADED FD11.4K sharesnew addition2026-03-312026-05-15

Sponsored

FEZ SPDR INDEX SHS FDS20.3K shares21.46%2026-03-312026-05-15

ERX DIREXION SHARES ETF TRUST12.2K shares9.55%2026-03-312026-05-15

VUG VANGUARD INDEX FDS2.8K shares58.21%2026-03-312026-05-15

KEY KEYCORP59.8K shares-0.15%2026-03-312026-05-15

FTNT FORTINET INC14.6K shares-1.53%2026-03-312026-05-15

GBTC GRAYSCALE BITCOIN TRUST ETF22.2K shares0.15%2026-03-312026-05-15

SCHE SCHWAB STRATEGIC TR35.4K sharesnew addition2026-03-312026-05-15

GGLL DIREXION SHARES ETF TRUST14.6K shares5.15%2026-03-312026-05-15

Sponsored

CSCO CISCO SYS INC14.6K shares3.79%2026-03-312026-05-15

GEM GOLDMAN SACHS ETF TR26.0K sharesnew addition2026-03-312026-05-15

CRM SALESFORCE INC6.0K shares-1.14%2026-03-312026-05-15

PEP PEPSICO INC7.0K shares-70.75%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC6.6K shares-5.45%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS13.3K shares-1.73%2026-03-312026-05-15

IBMP ISHARES TR40.4K shares10.75%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC6.2K shares0.36%2026-03-312026-05-15

Sponsored

IBMR ISHARES TR40.3K shares10.68%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC3.8K shares2.46%2026-03-312026-05-15

PG PROCTER & GAMBLE CO6.9K shares-3.55%2026-03-312026-05-15

FBL GRANITESHARES ETF TR43.1K shares-0.09%2026-03-312026-05-15

BROADCOM INC BROADCOM INC3.2K shares-3.20%2026-03-312026-05-15

VONV VANGUARD SCOTTSDALE FDS10.2K shares-2.48%2026-03-312026-05-15

SPHB INVESCO EXCH TRADED FD TR II7.7K shares-13.62%2026-03-312026-05-15

NKE NIKE INC16.7K shares1.67%2026-03-312026-05-15

Sponsored

MSFU DIREXION SHARES ETF TRUST38.1K shares-5.47%2026-03-312026-05-15

IWF ISHARES TR2.0K shares0.00%2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F16.9K shares49.89%2026-03-312026-05-15

BITB BITWISE BITCOIN ETF TR22.2K shares4.38%2026-03-312026-05-15

IBMQ ISHARES TR31.3K shares14.15%2026-03-312026-05-15

NFLX NETFLIX INC.8.3K shares-0.38%2026-03-312026-05-15

TQQQ PROSHARES TR18.5K shares0.37%2026-03-312026-05-15

WDC WESTERN DIGITAL CORP2.8K sharesnew addition2026-03-312026-05-15

Sponsored

AOA ISHARES TR8.2K shares-19.61%2026-03-312026-05-15

BAC BANK AMERICA CORP14.8K shares-1.50%2026-03-312026-05-15

IBMS ISHARES TR27.9K shares0.00%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-15

WMT WALMART INC5.5K shares12.32%2026-03-312026-05-15

KR KROGER CO8.8K shares-6.72%2026-03-312026-05-15

ARKK ARK ETF TR9.4K shares-76.23%2026-03-312026-05-15

NWN NORTHWEST NAT HLDG CO11.7K shares-0.01%2026-03-312026-05-15

Sponsored

BMY BRISTOL-MYERS SQUIBB CO10.1K shares-1.49%2026-03-312026-05-15

DFEN DIREXION SHARES ETF TRUST9.5K shares3.86%2026-03-312026-05-15

GROZ ZACKS TRUST21.6K shares4.25%2026-03-312026-05-15

RAAX VANECK ETF TRUST14.6K sharesnew addition2026-03-312026-05-15

DGRO ISHARES TR8.5K shares3.34%2026-03-312026-05-15

IWB ISHARES TR1.7K shares0.00%2026-03-312026-05-15

MCD MCDONALDS CORP1.9K shares0.00%2026-03-312026-05-15

T AT&T INC20.2K shares8.77%2026-03-312026-05-15

Sponsored

RING ISHARES INC7.2K shares19.67%2026-03-312026-05-15

BKR BAKER HUGHES COMPANY8.9K sharesnew addition2026-03-312026-05-15

SBUX STARBUCKS CORP6.0K shares-1.39%2026-03-312026-05-15

PLTU DIREXION SHARES ETF TRUST12.1K shares-11.97%2026-03-312026-05-15

IYE ISHARES TR8.2K shares-23.31%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC4.6K shares-1.89%2026-03-312026-05-15

TIP ISHARES TR4.8K shares-0.48%2026-03-312026-05-15

ABT ABBOTT LABORATORIES5.0K shares-2.38%2026-03-312026-05-15

Sponsored

IYG ISHARES TR6.2K shares0.00%2026-03-312026-05-15

HD HOME DEPOT INC1.5K shares18.04%2026-03-312026-05-15

VO VANGUARD INDEX FDS1.8K sharesnew addition2026-03-312026-05-15

HON HONEYWELL INTL INC2.2K shares18.04%2026-03-312026-05-15

AOK ISHARES TR12.7K shares0.00%2026-03-312026-05-15

VYMI VANGUARD WHITEHALL FDS5.3K shares-0.02%2026-03-312026-05-15

TSLL DIREXION SHARES ETF TRUST41.1K shares-6.92%2026-03-312026-05-15

ABNB AIRBNB INC3.9K shares-4.01%2026-03-312026-05-15

Sponsored

LQD ISHARES TR4.5K shares0.00%2026-03-312026-05-15

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC4.8K shares0.31%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.6K shares-0.06%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC3.2K shares-28.56%2026-03-312026-05-15

MO ALTRIA GROUP INC7.0K shares0.00%2026-03-312026-05-15

LPX LOUISIANA PAC CORP6.3K shares0.02%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC2.2K shares-1.82%2026-03-312026-05-15

IUSV ISHARES TR4.4K shares0.09%2026-03-312026-05-15

Sponsored

TMFC RBB FD INC6.6K shares-0.03%2026-03-312026-05-15

IUSG ISHARES TR2.7K shares-7.58%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC1.1K shares-8.62%2026-03-312026-05-15

JMBS JANUS DETROIT STR TR9.3K shares0.00%2026-03-312026-05-15

MA MASTERCARD INCORPORATED838 shares2.82%2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO1.3K shares2.54%2026-03-312026-05-15

COLB COLUMBIA BKG SYS INC15.0K shares11.12%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE1.4K shares6.51%2026-03-312026-05-15

Sponsored

FPE FIRST TR EXCH TRADED FD III22.4K shares1.08%2026-03-312026-05-15

KMB KIMBERLY-CLARK CORP4.1K shares2.76%2026-03-312026-05-15

INTC INTEL CORP8.9K shares-14.81%2026-03-312026-05-15

BABA ALIBABA GROUP HLDG LTD3.1K shares3.31%2026-03-312026-05-15

EFA ISHARES TR4.0K shares0.00%2026-03-312026-05-15

F FORD MTR CO33.0K shares4.68%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS2.5K shares-85.43%2026-03-312026-05-15

GEV GE VERNOVA INC420 shares3.96%2026-03-312026-05-15

Sponsored

EFV ISHARES TR4.9K shares19.19%2026-03-312026-05-15

VIGI VANGUARD WHITEHALL FDS4.1K shares0.00%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC772 shares3.76%2026-03-312026-05-15

IWY ISHARES TR1.4K shares0.07%2026-03-312026-05-15

IUSB ISHARES TR7.6K shares-9.77%2026-03-312026-05-15

KEYS KEYSIGHT TECHNOLOGIES INC1.2K shares0.00%2026-03-312026-05-15

DE DEERE & CO621 shares-10.00%2026-03-312026-05-15

LINDE PLC LINDE PLC695 shares8.93%2026-03-312026-05-15

Sponsored

VTWV VANGUARD SCOTTSDALE FDS2.1K shares6.46%2026-03-312026-05-15

KO COCA COLA CO4.5K shares-2.73%2026-03-312026-05-15

ATS ATS CORPORATION12.1K shares0.00%2026-03-312026-05-15

COMT ISHARES U S ETF TR10.0K shares-98.55%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC2.9K shares-3.43%2026-03-312026-05-15

LOW LOWES COS INC1.4K shares-19.67%2026-03-312026-05-15

SMMD ISHARES TR4.3K shares0.09%2026-03-312026-05-15

QCOM QUALCOMM INC2.5K shares-1.88%2026-03-312026-05-15

Sponsored

WY WEYERHAEUSER CO13.2K shares-1.66%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR12.5K shares0.00%2026-03-312026-05-15

PYPL PAYPAL HLDGS INC7.0K shares47.64%2026-03-312026-05-15

QUAL ISHARES TR1.6K shares-6.03%2026-03-312026-05-15

DIS DISNEY WALT CO3.2K shares-11.54%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC902 shares-6.33%2026-03-312026-05-15

USMV ISHARES TR3.3K shares-0.12%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC681 shares0.74%2026-03-312026-05-15

Sponsored

ORCL ORACLE CORP2.0K shares-3.36%2026-03-312026-05-15

TDY TELEDYNE TECHNOLOGIES INC478 shares8.64%2026-03-312026-05-15

GLW CORNING INC2.1K sharesnew addition2026-03-312026-05-15

BIL SPDR SERIES TRUST3.1K shares0.32%2026-03-312026-05-15

A AGILENT TECHNOLOGIES INC2.5K shares0.93%2026-03-312026-05-15

AMGN AMGEN INC806 shares2.81%2026-03-312026-05-15

CWT CALIFORNIA WTR SVC GROUP6.2K shares0.00%2026-03-312026-05-15

IRM IRON MTN INC DEL2.7K shares-3.13%2026-03-312026-05-15

Sponsored

ITA ISHARES TR1.3K shares1.46%2026-03-312026-05-15

GRMN GARMIN LTD1.2K shares-2.17%2026-03-312026-05-15

TT TRANE TECHNOLOGIES PLC651 shares-2.25%2026-03-312026-05-15

GILD GILEAD SCIENCES INC1.9K shares0.36%2026-03-312026-05-15

IDV ISHARES TR6.2K shares0.02%2026-03-312026-05-15

ZS ZSCALER INC1.9K shares-2.88%2026-03-312026-05-15

TXN TEXAS INSTRS INC1.4K shares5.84%2026-03-312026-05-15

VLO VALERO ENERGY CORP1.1K sharesnew addition2026-03-312026-05-15

Sponsored

VB VANGUARD INDEX FDS1.0K sharesnew addition2026-03-312026-05-15

PDBC INVESCO ACTVELY MNGD ETC FD15.0K shares-3.34%2026-03-312026-05-15

SPTM SPDR SERIES TRUST3.3K shares0.12%2026-03-312026-05-15

KMI KINDER MORGAN INC DEL7.5K shares-7.17%2026-03-312026-05-15

AON PLC AON PLC777 shares4.16%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP2.6K shares-0.60%2026-03-312026-05-15

AZO AUTOZONE INC73 shares1.39%2026-03-312026-05-15

VGK VANGUARD INTL EQUITY INDEX F3.0K shares0.00%2026-03-312026-05-15

Sponsored

SYK STRYKER CORPORATION746 shares-10.01%2026-03-312026-05-15

STGW STAGWELL INC38.7K shares-18.70%2026-03-312026-05-15

IGV ISHARES TR2.9K shares-0.03%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP836 shares0.00%2026-03-312026-05-15

COP CONOCOPHILLIPS1.8K sharesnew addition2026-03-312026-05-15

MET METLIFE INC3.1K shares1.25%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC1.7K sharesnew addition2026-03-312026-05-15

IVLU ISHARES TR5.3K sharesnew addition2026-03-312026-05-15

Sponsored

TSEM TOWER SEMICONDUCTOR LTD1.2K sharesnew addition2026-03-312026-05-15

SOXL DIREXION SHARES ETF TRUST4.3K sharesnew addition2026-03-312026-05-15

MOS MOSAIC CO8.0K shares-3.85%2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L5.4K sharesnew addition2026-03-312026-05-15

VTI VANGUARD INDEX FDS631 shares-7.34%2026-03-312026-05-15

ET ENERGY TRANSFER L P10.1K sharesnew addition2026-03-312026-05-15

ETHE GRAYSCALE ETHEREUM STAKING E11.1K shares-0.76%2026-03-312026-05-15

PTIR GRANITESHARES ETF TR11.3K sharesnew addition2026-03-312026-05-15

Sponsored

KVUE KENVUE INC10.1K sharesnew addition2026-03-312026-05-15

AMPL AMPLITUDE INC23.6K shares0.00%2026-03-312026-05-15

SMR NUSCALE PWR CORP12.3K sharesnew addition2026-03-312026-05-15

DNP DNP SELECT INCOME FD INC10.5K shares1.29%2026-03-312026-05-15

THEMES ETF TR THEMES ETF TR15.1K sharesnew addition2026-03-312026-05-15

SNAP SNAP INC14.3K shares-43.35%2026-03-312026-05-15

LAC LITHIUM AMERS CORP NEW11.0K shares0.00%2026-03-312026-05-15

AURORA CANNABIS INC AURORA CANNABIS INC11.9K shares0.00%2026-03-312026-05-15

Sponsored

BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN13.0K shares0.00%2026-03-312026-05-15

NNVC NANOVIRICIDES INC10.0K shares0.00%2026-03-312026-05-15

IXUS

ISHARES TR

43.12%

Shares1.0M

Event2026-03-31

Filed2026-05-15

EMXC

ISHARES INC

1.91%

Shares595.5K

Event2026-03-31

Filed2026-05-15

IBTJ

ISHARES TR

-5.82%

Shares1.8M

Event2026-03-31

Filed2026-05-15

IBIE

ISHARES TR

-9.09%

Shares1.5M

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

-0.56%

Shares201.2K

Event2026-03-31

Filed2026-05-15

IEUR

ISHARES TR

7.23%

Shares547.5K

Event2026-03-31

Filed2026-05-15

IBTL

ISHARES TR

-4.00%

Shares1.9M

Event2026-03-31

Filed2026-05-15

IBTH

ISHARES TR

-13.94%

Shares1.7M

Event2026-03-31

Filed2026-05-15

FDL

FIRST TR EXCHANGE-TRADED FD

-0.35%

Shares738.2K

Event2026-03-31

Filed2026-05-15

IBIG

ISHARES TR

-7.05%

Shares1.4M

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR

-1.44%

Shares223.5K

Event2026-03-31

Filed2026-05-15

VXX

BARCLAYS BANK PLC

New

Shares864.8K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-5.49%

Shares99.5K

Event2026-03-31

Filed2026-05-15

SMIZ

ZACKS TRUST

13.39%

Shares671.5K

Event2026-03-31

Filed2026-05-15

CLOI

VANECK ETF TRUST

21.26%

Shares433.8K

Event2026-03-31

Filed2026-05-15

SOXX

ISHARES TR

4.50%

Shares67.4K

Event2026-03-31

Filed2026-05-15

ALPS ETF TR

8.19%

Shares383.0K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR

457.26%

Shares205.7K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

8.51%

Shares69.7K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

20.32%

Shares82.1K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

1.28%

Shares462.2K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

-10.75%

Shares17.4K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-1.61%

Shares31.7K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

1.54%

Shares45.7K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

-31.77%

Shares75.9K

Event2026-03-31

Filed2026-05-15

AOR

ISHARES TR

-1.23%

Shares123.4K

Event2026-03-31

Filed2026-05-15

ZECP

ZACKS TRUST

-8.89%

Shares231.2K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

8.16%

Shares12.8K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-8.71%

Shares29.3K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-0.98%

Shares40.3K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

-2.44%

Shares32.9K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

1.56%

Shares22.4K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

-3.23%

Shares6.9K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

-17.52%

Shares14.1K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

0.04%

Shares27.1K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

1.04%

Shares12.2K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

54.84%

Shares63.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-2.19%

Shares18.9K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

3.29%

Shares5.3K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

-20.06%

Shares15.1K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

-3.91%

Shares5.8K

Event2026-03-31

Filed2026-05-15

NVDL

GRANITESHARES ETF TR

-1.14%

Shares65.8K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

New

Shares44.8K

Event2026-03-31

Filed2026-05-15

QUIZ

ZACKS TRUST

7.14%

Shares156.4K

Event2026-03-31

Filed2026-05-15

USB

US BANCORP

-0.15%

Shares76.8K

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO

0.74%

Shares30.0K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

-7.23%

Shares16.6K

Event2026-03-31

Filed2026-05-15

MMM

3M CO

-1.43%

Shares24.2K

Event2026-03-31

Filed2026-05-15

EWJ

ISHARES INC

New

Shares41.6K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

294.73%

Shares28.4K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

-5.09%

Shares49.0K

Event2026-03-31

Filed2026-05-15

URI

UNITED RENTALS INC

0.34%

Shares4.4K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-17.47%

Shares11.0K

Event2026-03-31

Filed2026-05-15

SNTH

TIDAL TRUST III

121.27%

Shares116.5K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

1.65%

Shares4.7K

Event2026-03-31

Filed2026-05-15

BROS

DUTCH BROS INC

0.06%

Shares60.2K

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

1178.47%

Shares52.4K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

0.51%

Shares59.3K

Event2026-03-31

Filed2026-05-15

KRMN

KARMAN HLDGS INC

New

Shares35.4K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

11.47%

Shares37.0K

Event2026-03-31

Filed2026-05-15

HEFA

ISHARES TR

38.04%

Shares58.5K

Event2026-03-31

Filed2026-05-15

JAAA

JANUS DETROIT STR TR

1.24%

Shares49.2K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

-0.51%

Shares11.6K

Event2026-03-31

Filed2026-05-15

AOM

ISHARES TR

-1.77%

Shares49.5K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

-4.92%

Shares6.3K

Event2026-03-31

Filed2026-05-15

SDCI

USCF ETF TR

New

Shares83.6K

Event2026-03-31

Filed2026-05-15

GRNY

TIDAL TRUST I

331.17%

Shares90.7K

Event2026-03-31

Filed2026-05-15

SMOT

VANECK ETF TRUST

8.83%

Shares61.2K

Event2026-03-31

Filed2026-05-15

CWB

SPDR SERIES TRUST

-18.56%

Shares22.8K

Event2026-03-31

Filed2026-05-15

AGZ

ISHARES TR

-10.02%

Shares18.6K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

-6.70%

Shares16.1K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

81.40%

Shares9.4K

Event2026-03-31

Filed2026-05-15

VMBS

VANGUARD SCOTTSDALE FDS

-1.58%

Shares41.6K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

-17.98%

Shares12.7K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

-4.62%

Shares64.8K

Event2026-03-31

Filed2026-05-15

ROBO

EXCHANGE TRADED CONCEPTS TRU

New

Shares26.5K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

241.24%

Shares23.0K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

280.90%

Shares5.2K

Event2026-03-31

Filed2026-05-15

GCOW

PACER FDS TR

2.76%

Shares38.3K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

0.47%

Shares21.8K

Event2026-03-31

Filed2026-05-15

ALK

ALASKA AIR GROUP INC

290.09%

Shares46.8K

Event2026-03-31

Filed2026-05-15

TECL

DIREXION SHARES ETF TRUST

7.06%

Shares19.8K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

-1.05%

Shares8.7K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-64.84%

Shares2.9K

Event2026-03-31

Filed2026-05-15

ICOW

PACER FDS TR

4.63%

Shares39.4K

Event2026-03-31

Filed2026-05-15

SPIB

SPDR SERIES TRUST

-1.94%

Shares49.8K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

-2.20%

Shares6.7K

Event2026-03-31

Filed2026-05-15