Sponsored
The Analysis of Tulsa Wealth Advisors, INC's Holdings & P&L
Currently, Tulsa Wealth Advisors, INC holds 150 types of securities in its portfolio with a total value $570.4M. In the most recent quarter, they have increased their positions in SPHQ (+752.8K shares, valued at $56.6M), ITOT (+394.9K shares, valued at $56.2M), DYNF (+804.3K shares, valued at $46.8M); decreased their positions in AAPL (-31.6K shares, valued at $8.0M), OKE (-81.3K shares, valued at $7.4M), WMT (-51.1K shares, valued at $6.4M); initiated new positions in SPHQ (+752.8K shares, valued at $56.6M), ITOT (+394.9K shares, valued at $56.2M), DYNF (+804.3K shares, valued at $46.8M).
1M P&L
+5.8M+0.99%
3M P&L
+16.7M+2.92%
HY P&L
-95.0M-13.88%
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/A343.8M
64.4%
2Banks - Diversified15.1M
2.8%
3Consumer Electronics13.6M
2.6%
Top Industries by Stock Count
1N/A53 stocks
38.7%
2Semiconductors5 stocks
3.6%
3Utilities - Regulated Electric5 stocks
3.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
EATON CORPORATION PLC SHS (IRELAND) EATON CORPORATION PLC SHS (IRELAND)25.6K sharesnew addition2026-03-312026-05-11
Sponsored
Sponsored
ALPHABET INCORPORATED CAP STK CLASS A ALPHABET INCORPORATED CAP STK CLASS A17.0K shares-36.51%2026-03-312026-05-11
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
STERIS PLC SHS USD (IRELAND) STERIS PLC SHS USD (IRELAND)3.6K sharesnew addition2026-03-312026-05-11
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW1.6K shares-25.96%2026-03-312026-05-11
Sponsored
RJ EAGLE GCM DIVIDEND SELECT INCOME ETF RJ EAGLE GCM DIVIDEND SELECT INCOME ETF23.8K sharesnew addition2026-03-312026-05-11
Sponsored
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF2.6K sharesnew addition2026-03-312026-05-11
Sponsored
Sponsored
Sponsored
Sponsored
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW505 sharesnew addition2026-03-312026-05-11
ALPHABET INCORPORATED CAP STK CLASS C ALPHABET INCORPORATED CAP STK CLASS C997 shares-78.56%2026-03-312026-05-11
Sponsored
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF4.7K sharesnew addition2026-03-312026-05-11
Sponsored
CANADIAN PACIFIC KANSAS CITY (CANADA) CANADIAN PACIFIC KANSAS CITY (CANADA)2.6K sharesnew addition2026-03-312026-05-11
SPHQ
NewINVESCO S&P 500 QUALITY ETF
Shares752.8K
Event2026-03-31
Filed2026-05-11
ITOT
NewISHARES TR CORE S&P TTL STK
Shares394.9K
Event2026-03-31
Filed2026-05-11
DYNF
NewISHARES U.S. EQUITY FACTOR ROTATION ACTI
Shares804.3K
Event2026-03-31
Filed2026-05-11
AVLV
NewAVANTIS US LARGE CAP VALUE ETF
Shares408.3K
Event2026-03-31
Filed2026-05-11
XLG
NewINVESCO S&P 500 TOP 50 ETF
Shares461.0K
Event2026-03-31
Filed2026-05-11
VUG
NewVANGUARD GROWTH ETF
Shares55.6K
Event2026-03-31
Filed2026-05-11
IEF
NewISHARES TR 7-10 YR TRSY BD
Shares249.3K
Event2026-03-31
Filed2026-05-11
HEFA
NewISHARES TR HDG MSCI EAFE
Shares427.1K
Event2026-03-31
Filed2026-05-11
BROADCOM INCORPORATED
-30.33%BROADCOM INCORPORATED
Shares47.0K
Event2026-03-31
Filed2026-05-11
AAPL
-37.04%APPLE INCORPORATED
Shares53.7K
Event2026-03-31
Filed2026-05-11
SPY
NewSTATE STREET SPDR S&P 500 ETF TRUST
Shares20.3K
Event2026-03-31
Filed2026-05-11
JPM
-24.73%JPMORGAN CHASE & COMPANY
Shares43.1K
Event2026-03-31
Filed2026-05-11
WMT
-35.65%WALMART INCORPORATED
Shares92.3K
Event2026-03-31
Filed2026-05-11
MSFT
-30.25%MICROSOFT CORPORATION
Shares30.6K
Event2026-03-31
Filed2026-05-11
EATON CORPORATION PLC SHS (IRELAND)
NewEATON CORPORATION PLC SHS (IRELAND)
Shares25.6K
Event2026-03-31
Filed2026-05-11
MSI
-23.72%MOTOROLA SOLUTIONS INCORPORATED COM NEW
Shares20.9K
Event2026-03-31
Filed2026-05-11
MPC
-24.83%MARATHON PETE CORPORATION
Shares34.2K
Event2026-03-31
Filed2026-05-11
MOAT
NewVANECK MORNINGSTAR WIDE MOAT ETF
Shares66.1K
Event2026-03-31
Filed2026-05-11
ADI
-29.40%ANALOG DEVICES INCORPORATED
Shares19.3K
Event2026-03-31
Filed2026-05-11
JNJ
-28.00%JOHNSON & JOHNSON
Shares24.7K
Event2026-03-31
Filed2026-05-11
HD
-23.49%HOME DEPOT INCORPORATED
Shares18.3K
Event2026-03-31
Filed2026-05-11
CME
-26.24%CME GROUP INCORPORATED
Shares20.1K
Event2026-03-31
Filed2026-05-11
CB
NewCHUBB LIMITED SWITZ (SWITZERLAND)
Shares16.7K
Event2026-03-31
Filed2026-05-11
JCI
NewJOHNSON CONTROLS INTERNATION SHS (IRELAND)
Shares38.8K
Event2026-03-31
Filed2026-05-11
ALPHABET INCORPORATED CAP STK CLASS A
-36.51%ALPHABET INCORPORATED CAP STK CLASS A
Shares17.0K
Event2026-03-31
Filed2026-05-11
DRI
-19.85%DARDEN RESTAURANTS INCORPORATED
Shares23.9K
Event2026-03-31
Filed2026-05-11
DIVO
NewAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
Shares96.1K
Event2026-03-31
Filed2026-05-11
APD
-21.82%AIR PRODUCTS AND CHEMICALS INCORPORATED
Shares14.7K
Event2026-03-31
Filed2026-05-11
INCM
NewFRANKLIN TEMPLETON ETF TR INCOME FOCUS ETF
Shares141.0K
Event2026-03-31
Filed2026-05-11
ABBV
-28.26%ABBVIE INCORPORATED
Shares18.2K
Event2026-03-31
Filed2026-05-11
O
NewREALTY INCOME CORPORATION REIT
Shares63.3K
Event2026-03-31
Filed2026-05-11
USTB
NewVICTORYSHARES SHORT-TERM BOND ETF
Shares74.6K
Event2026-03-31
Filed2026-05-11
AMZN
-35.22%AMAZON COM INCORPORATED
Shares18.0K
Event2026-03-31
Filed2026-05-11
VZ
-23.53%VERIZON COMMUNICATIONS INCORPORATED
Shares72.2K
Event2026-03-31
Filed2026-05-11
NEE
-28.12%NEXTERA ENERGY INCORPORATED
Shares34.2K
Event2026-03-31
Filed2026-05-11
V
-34.12%VISA INCORPORATED COM CLASS A
Shares10.5K
Event2026-03-31
Filed2026-05-11
UNP
-21.91%UNION PAC CORPORATION
Shares12.9K
Event2026-03-31
Filed2026-05-11
CMI
-28.34%CUMMINS INCORPORATED
Shares5.7K
Event2026-03-31
Filed2026-05-11
TT
NewTRANE TECHNOLOGIES PLC SHS (IRELAND)
Shares7.0K
Event2026-03-31
Filed2026-05-11
PTL
NewINSPIRE 500 ETF
Shares10.9K
Event2026-03-31
Filed2026-05-11
META
-37.12%META PLATFORMS INCORPORATED CLASS A
Shares4.7K
Event2026-03-31
Filed2026-05-11
ETR
-19.83%ENTERGY CORPORATION NEW
Shares20.9K
Event2026-03-31
Filed2026-05-11
NOBL
NewPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Shares20.9K
Event2026-03-31
Filed2026-05-11
CMCSA
-19.98%COMCAST CORPORATION NEW CLASS A
Shares74.9K
Event2026-03-31
Filed2026-05-11
BBY
-21.57%BEST BUY INCORPORATED
Shares33.4K
Event2026-03-31
Filed2026-05-11
FV
NewFIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
Shares34.4K
Event2026-03-31
Filed2026-05-11
MEDTRONIC PLC SHS (IRELAND)
NewMEDTRONIC PLC SHS (IRELAND)
Shares23.9K
Event2026-03-31
Filed2026-05-11
WFC
-27.18%WELLS FARGO & COMPANY
Shares25.9K
Event2026-03-31
Filed2026-05-11
UNH
-36.31%UNITEDHEALTH GROUP INCORPORATED
Shares7.0K
Event2026-03-31
Filed2026-05-11
FIS
-7.86%FIDELITY NATL INFORMATION SVCS
Shares40.2K
Event2026-03-31
Filed2026-05-11
TJX
-33.88%TJX COMPANIES INCORPORATED NEW
Shares10.9K
Event2026-03-31
Filed2026-05-11
NVDA
-72.65%NVIDIA CORPORATION
Shares9.2K
Event2026-03-31
Filed2026-05-11
AMD
-35.01%ADVANCED MICRO DEVICES INCORPORATED
Shares7.9K
Event2026-03-31
Filed2026-05-11
IVW
NewISHARES TR S&P 500 GRWT ETF
Shares13.2K
Event2026-03-31
Filed2026-05-11
XLI
NewSTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares8.9K
Event2026-03-31
Filed2026-05-11
WWJD
NewINSPIRE INTERNATIONAL ETF
Shares37.0K
Event2026-03-31
Filed2026-05-11
OKE
-84.86%ONEOK INCORPORATED NEW
Shares14.5K
Event2026-03-31
Filed2026-05-11
ALL
-34.10%ALLSTATE CORPORATION
Shares6.2K
Event2026-03-31
Filed2026-05-11
LLY
-0.58%ELI LILLY & COMPANY
Shares1.4K
Event2026-03-31
Filed2026-05-11
BIBL
NewINSPIRE 100 ETF
Shares25.6K
Event2026-03-31
Filed2026-05-11
PLTR
-36.90%PALANTIR TECHNOLOGIES INCORPORATED CLASS A
Shares8.1K
Event2026-03-31
Filed2026-05-11
IEFA
NewISHARES TR CORE MSCI EAFE
Shares12.9K
Event2026-03-31
Filed2026-05-11
MERCK & COMPANY INCORPORATED
-34.48%MERCK & COMPANY INCORPORATED
Shares9.5K
Event2026-03-31
Filed2026-05-11
GEV
-39.22%GE VERNOVA INCORPORATED
Shares1.3K
Event2026-03-31
Filed2026-05-11
NXPI
NewNXP SEMICONDUCTORS N V (NETHERLANDS)
Shares5.4K
Event2026-03-31
Filed2026-05-11
ZTS
NewZOETIS INCORPORATED CLASS A
Shares8.5K
Event2026-03-31
Filed2026-05-11
CRM
-26.71%SALESFORCE INCORPORATED
Shares5.2K
Event2026-03-31
Filed2026-05-11
EVTR
NewEATON VANCE TOTAL RETURN BOND ETF
Shares19.0K
Event2026-03-31
Filed2026-05-11
SPGI
-28.04%S&P GLOBAL INCORPORATED
Shares2.3K
Event2026-03-31
Filed2026-05-11
INVESCO QQQ TRUST
NewINVESCO QQQ TRUST
Shares1.7K
Event2026-03-31
Filed2026-05-11
XOM
-37.85%EXXON MOBIL CORPORATION
Shares5.6K
Event2026-03-31
Filed2026-05-11
IJR
NewISHARES TR CORE S&P SCP ETF
Shares7.1K
Event2026-03-31
Filed2026-05-11
FANG
-31.59%DIAMONDBACK ENERGY INCORPORATED
Shares4.4K
Event2026-03-31
Filed2026-05-11
COP
-80.95%CONOCOPHILLIPS
Shares6.6K
Event2026-03-31
Filed2026-05-11
CVX
-35.44%CHEVRON CORPORATION
Shares4.1K
Event2026-03-31
Filed2026-05-11
STERIS PLC SHS USD (IRELAND)
NewSTERIS PLC SHS USD (IRELAND)
Shares3.6K
Event2026-03-31
Filed2026-05-11
PEG
-30.96%PUBLIC SVC ENTERPRISE GROUP
Shares9.7K
Event2026-03-31
Filed2026-05-11
ELCV
NewEVENTIDE HIGH DIVIDEND ETF
Shares27.0K
Event2026-03-31
Filed2026-05-11
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
-25.96%BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
Shares1.6K
Event2026-03-31
Filed2026-05-11
IBD
NewINSPIRE CORPORATE BOND ETF
Shares31.9K
Event2026-03-31
Filed2026-05-11
IEMG
NewISHARES INCORPORATED CORE MSCI EMKT
Shares10.5K
Event2026-03-31
Filed2026-05-11
TPLC
NewTIMOTHY PLAN US LARGE/MID CAP CORE ETF
Shares15.8K
Event2026-03-31
Filed2026-05-11
IQV
-29.82%IQVIA HLDGS INCORPORATED
Shares4.1K
Event2026-03-31
Filed2026-05-11
AGG
NewISHARES TR CORE US AGGBD ET
Shares6.6K
Event2026-03-31
Filed2026-05-11
RJ EAGLE GCM DIVIDEND SELECT INCOME ETF
NewRJ EAGLE GCM DIVIDEND SELECT INCOME ETF
Shares23.8K
Event2026-03-31
Filed2026-05-11
IBM
-42.37%INTERNATIONAL BUSINESS MACHINES
Shares2.6K
Event2026-03-31
Filed2026-05-11
CEG
84.75%CONSTELLATION ENERGY CORPORATION
Shares2.2K
Event2026-03-31
Filed2026-05-11
EW
-20.90%EDWARDS LIFESCIENCES CORPORATION
Shares7.5K
Event2026-03-31
Filed2026-05-11
FLMI
NewFRANKLIN DYNAMIC MUNICIPAL BOND ETF
Shares24.0K
Event2026-03-31
Filed2026-05-11
LOW
-11.28%LOWES COMPANIES INCORPORATED
Shares2.5K
Event2026-03-31
Filed2026-05-11
PSX
-84.25%PHILLIPS 66
Shares3.0K
Event2026-03-31
Filed2026-05-11
BLES
NewINSPIRE GLOBAL HOPE ETF
Shares12.4K
Event2026-03-31
Filed2026-05-11
COST
-13.52%COSTCO WHOLESALE CORPORATION
Shares550
Event2026-03-31
Filed2026-05-11
CAT
-51.14%CATERPILLAR INCORPORATED
Shares772
Event2026-03-31
Filed2026-05-11
GLD
NewSPDR GOLD SHARES
Shares1.3K
Event2026-03-31
Filed2026-05-11
ATO
-36.87%ATMOS ENERGY CORPORATION
Shares2.9K
Event2026-03-31
Filed2026-05-11
VTI
NewVANGUARD TOTAL STOCK MARKET ETF
Shares1.6K
Event2026-03-31
Filed2026-05-11
EFA
NewISHARES TR MSCI EAFE ETF
Shares5.3K
Event2026-03-31
Filed2026-05-11
TSLA
-67.70%TESLA INCORPORATED
Shares1.4K
Event2026-03-31
Filed2026-05-11
WMB
-69.49%WILLIAMS COMPANIES INCORPORATED
Shares7.0K
Event2026-03-31
Filed2026-05-11
OUNZ
NewVANECK MERK GOLD ETF
Shares11.3K
Event2026-03-31
Filed2026-05-11
INVESCO S&P 500 EQUAL WEIGHT ETF
NewINVESCO S&P 500 EQUAL WEIGHT ETF
Shares2.6K
Event2026-03-31
Filed2026-05-11
APH
-31.10%AMPHENOL CORPORATION CLASS A
Shares3.9K
Event2026-03-31
Filed2026-05-11
DHI
-7.59%D R HORTON INCORPORATED
Shares3.4K
Event2026-03-31
Filed2026-05-11
QYLD
NewGLOBAL X NASDAQ 100 COVERED CALL ETF
Shares27.1K
Event2026-03-31
Filed2026-05-11
DY
-16.99%DYCOM INDUSTRIES INCORPORATED
Shares1.4K
Event2026-03-31
Filed2026-05-11
ICSH
NewISHARES TR ULTRA SHORT DUR
Shares8.6K
Event2026-03-31
Filed2026-05-11
AEP
-19.42%AMERICAN ELEC PWR COMPANY INCORPORATED
Shares3.3K
Event2026-03-31
Filed2026-05-11
IVE
NewISHARES TR S&P 500 VAL ETF
Shares2.0K
Event2026-03-31
Filed2026-05-11
DXCM
3.35%DEXCOM INCORPORATED
Shares6.7K
Event2026-03-31
Filed2026-05-11
CMG
5.24%CHIPOTLE MEXICAN GRILL INCORPORATED
Shares12.9K
Event2026-03-31
Filed2026-05-11
LHX
-47.27%L3HARRIS TECHNOLOGIES INCORPORATED
Shares1.2K
Event2026-03-31
Filed2026-05-11
CDNS
-20.08%CADENCE DESIGN SYSTEMS INCORPORATED
Shares1.5K
Event2026-03-31
Filed2026-05-11
QQQX
NewNUVEEN NASDAQ 100 DYNAMIC OVER COM SHS
Shares15.0K
Event2026-03-31
Filed2026-05-11
FAF
-14.25%FIRST AMERN FINL CORPORATION
Shares6.3K
Event2026-03-31
Filed2026-05-11
XLK
NewSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares2.7K
Event2026-03-31
Filed2026-05-11
OGE
-12.49%OGE ENERGY CORPORATION
Shares7.3K
Event2026-03-31
Filed2026-05-11
XLE
NewSTATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares5.5K
Event2026-03-31
Filed2026-05-11
BAC
-28.99%BANK AMERICA CORPORATION
Shares6.8K
Event2026-03-31
Filed2026-05-11
NSC
-6.74%NORFOLK SOUTHN CORPORATION
Shares1.1K
Event2026-03-31
Filed2026-05-11
SNPS
-15.88%SYNOPSYS INCORPORATED
Shares816
Event2026-03-31
Filed2026-05-11
MCD
-57.74%MCDONALDS CORPORATION
Shares1.0K
Event2026-03-31
Filed2026-05-11
RTX
-60.08%RTX CORPORATION
Shares1.6K
Event2026-03-31
Filed2026-05-11
OGS
-73.08%ONE GAS INCORPORATED
Shares3.6K
Event2026-03-31
Filed2026-05-11
DVN
-34.92%DEVON ENERGY CORPORATION NEW
Shares6.1K
Event2026-03-31
Filed2026-05-11
CSCO
-31.30%CISCO SYSTEMS INCORPORATED
Shares3.9K
Event2026-03-31
Filed2026-05-11
IWO
NewISHARES TR RUS 2000 GRW ETF
Shares966
Event2026-03-31
Filed2026-05-11
MA
-52.06%MASTERCARD INCORPORATED CLASS A
Shares606
Event2026-03-31
Filed2026-05-11
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
NewVANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
Shares505
Event2026-03-31
Filed2026-05-11
ORLY
-19.21%OREILLY AUTOMOTIVE INCORPORATED
Shares3.2K
Event2026-03-31
Filed2026-05-11
ICE
-50.04%INTERCONTINENTAL EXCHANGE INCORPORATED
Shares1.9K
Event2026-03-31
Filed2026-05-11
MGK
NewVANGUARD MEGA CAP GROWTH ETF
Shares791
Event2026-03-31
Filed2026-05-11
DIA
NewSTATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF
Shares626
Event2026-03-31
Filed2026-05-11
ALPHABET INCORPORATED CAP STK CLASS C
-78.56%ALPHABET INCORPORATED CAP STK CLASS C
Shares997
Event2026-03-31
Filed2026-05-11
BIL
NewSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
Shares3.1K
Event2026-03-31
Filed2026-05-11
WTAI
NewWISDOMTREE TRUST ARTIFICIAL INTELLIGENCE &
Shares9.6K
Event2026-03-31
Filed2026-05-11
DVY
NewISHARES TR SELECT DIVID ETF
Shares1.8K
Event2026-03-31
Filed2026-05-11
XLF
NewSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares5.3K
Event2026-03-31
Filed2026-05-11
PG
-41.87%PROCTER & GAMBLE COMPANY
Shares1.7K
Event2026-03-31
Filed2026-05-11
IJH
NewISHARES TR CORE S&P MCP ETF
Shares3.5K
Event2026-03-31
Filed2026-05-11
IJT
NewISHARES TR S&P SML 600 GWT
Shares1.6K
Event2026-03-31
Filed2026-05-11
KNG
NewFT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
Shares4.7K
Event2026-03-31
Filed2026-05-11
IVV
NewISHARES TR CORE S&P500 ETF
Shares342
Event2026-03-31
Filed2026-05-11
KO
-49.47%COCA COLA COMPANY
Shares2.8K
Event2026-03-31
Filed2026-05-11
SCHG
NewSCHWAB U.S. LARGE-CAP GROWTH ETF
Shares7.1K
Event2026-03-31
Filed2026-05-11
CANADIAN PACIFIC KANSAS CITY (CANADA)
NewCANADIAN PACIFIC KANSAS CITY (CANADA)
Shares2.6K
Event2026-03-31
Filed2026-05-11
INTC
-34.53%INTEL CORPORATION
Shares4.6K
Event2026-03-31
Filed2026-05-11
F
-43.44%FORD MTR COMPANY
Shares14.5K
Event2026-03-31
Filed2026-05-11
QUBT
-20.59%QUANTUM COMPUTING INCORPORATED
Shares19.1K
Event2026-03-31
Filed2026-05-11
TNGY
NewTORTOISE ENERGY ETF
Shares11.2K
Event2026-03-31
Filed2026-05-11
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available