Sponsored

The Analysis of TWIN FOCUS CAPITAL PARTNERS, LLC's Holdings & P&L

Currently, TWIN FOCUS CAPITAL PARTNERS, LLC holds 172 types of securities in its portfolio with a total value $870.1M. In the most recent quarter, they have increased their positions in SPY (+13.3K shares, valued at $8.6M), N/A (+55.1K shares, valued at $4.9M), HGER (+102.7K shares, valued at $3.2M); decreased their positions in N/A (-25.6K shares, valued at $7.4M), AAPL (-28.5K shares, valued at $7.2M), VTI (-9.5K shares, valued at $3.0M); initiated new positions in VONE (+5.6K shares, valued at $1.6M), MGNR (+27.0K shares, valued at $1.4M), N/A (+49.5K shares, valued at $1.3M).

1M P&L

-1.1M-0.14%

3M P&L

+61.8M+8.19%

HY P&L

+46.3M+6.01%

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/A646.4M

88.5%

2Computer Hardware37.0M

5.1%

3Biotechnology18.0M

2.5%

Top Industries by Stock Count

1N/A129 stocks

80.1%

2Software - Infrastructure3 stocks

1.9%

3Asset Management3 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES GOLD TR ISHARES GOLD TR1.2M shares4.98%2026-03-312026-05-14

IEFA ISHARES TR1.0M shares2.35%2026-03-312026-05-14

VTI VANGUARD INDEX FDS215.0K shares-4.23%2026-03-312026-05-14

DELL DELL TECHNOLOGIES INC225.5K shares-1.10%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T47.8K shares38.46%2026-03-312026-05-14

GLD SPDR GOLD TR67.7K shares-0.87%2026-03-312026-05-14

ITOT ISHARES TR176.7K shares7.89%2026-03-312026-05-14

SPYG SPDR SERIES TRUST219.4K shares-0.66%2026-03-312026-05-14

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS32.6K shares7.53%2026-03-312026-05-14

AGG ISHARES TR184.2K shares15.29%2026-03-312026-05-14

VTIP VANGUARD MALVERN FDS340.6K shares-4.83%2026-03-312026-05-14

IVW ISHARES TR135.9K shares-13.03%2026-03-312026-05-14

IWB ISHARES TR41.2K shares0.00%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F239.4K shares17.67%2026-03-312026-05-14

TIP ISHARES TR114.4K shares0.73%2026-03-312026-05-14

BKGI BNY MELLON ETF TRUST252.8K shares-1.25%2026-03-312026-05-14

Sponsored

VIG VANGUARD SPECIALIZED FUNDS51.9K shares15.35%2026-03-312026-05-14

IEMG ISHARES INC153.9K shares-1.82%2026-03-312026-05-14

IVV ISHARES TR16.1K shares20.27%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS162.3K shares15.88%2026-03-312026-05-14

XLU SELECT SECTOR SPDR TR210.2K shares-4.97%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR16.5K shares29.04%2026-03-312026-05-14

IWS ISHARES TR65.3K shares-4.47%2026-03-312026-05-14

MRNA MODERNA INC185.6K shares0.07%2026-03-312026-05-14

Sponsored

ESGV VANGUARD WORLD FD77.1K shares-5.27%2026-03-312026-05-14

CGEM CULLINAN THERAPEUTICS INC595.5K shares0.00%2026-03-312026-05-14

VUG VANGUARD INDEX FDS18.4K shares22.23%2026-03-312026-05-14

VOE VANGUARD INDEX FDS43.0K shares6.41%2026-03-312026-05-14

VEU VANGUARD INTL EQUITY INDEX F105.4K shares0.00%2026-03-312026-05-14

KVYO KLAVIYO INC364.7K shares0.00%2026-03-312026-05-14

IJH ISHARES TR101.1K shares2.71%2026-03-312026-05-14

VT VANGUARD INTL EQUITY INDEX F49.2K shares3.03%2026-03-312026-05-14

Sponsored

HGER HARBOR ETF TRUST209.6K shares96.16%2026-03-312026-05-14

VSGX VANGUARD WORLD FD88.1K shares0.02%2026-03-312026-05-14

IWR ISHARES TR59.5K shares-0.87%2026-03-312026-05-14

VDE VANGUARD WORLD FD33.2K shares0.71%2026-03-312026-05-14

IWM ISHARES TR21.0K shares58.02%2026-03-312026-05-14

VTV VANGUARD INDEX FDS26.1K shares29.09%2026-03-312026-05-14

IVE ISHARES TR23.9K shares-32.25%2026-03-312026-05-14

EWJ ISHARES INC58.4K shares0.00%2026-03-312026-05-14

Sponsored

XLV SELECT SECTOR SPDR TR32.3K shares-0.70%2026-03-312026-05-14

VXUS VANGUARD STAR FDS59.7K shares0.00%2026-03-312026-05-14

EEM ISHARES TR79.1K shares0.00%2026-03-312026-05-14

VV VANGUARD INDEX FDS14.5K shares3.11%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR32.5K shares1.98%2026-03-312026-05-14

VXF VANGUARD INDEX FDS20.3K shares31.09%2026-03-312026-05-14

IWV ISHARES TR11.3K shares0.00%2026-03-312026-05-14

VSS VANGUARD INTL EQUITY INDEX F28.3K shares-0.91%2026-03-312026-05-14

Sponsored

IEV ISHARES TR59.2K shares104.45%2026-03-312026-05-14

DIA STATE STR SPDR DOW JONES IND8.0K shares31.55%2026-03-312026-05-14

IWD ISHARES TR15.9K shares0.00%2026-03-312026-05-14

ILCG ISHARES TR35.6K shares0.00%2026-03-312026-05-14

IEI ISHARES TR27.5K shares129.73%2026-03-312026-05-14

SDY SPDR SERIES TRUST21.3K shares0.00%2026-03-312026-05-14

VOXR VOX ROYALTY CORP559.0K shares0.00%2026-03-312026-05-14

CEF SPROTT ASSET MANAGEMENT LP52.8K shares-1.86%2026-03-312026-05-14

Sponsored

IJR ISHARES TR20.1K shares5.77%2026-03-312026-05-14

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO46.0K shares-3.47%2026-03-312026-05-14

SOXX ISHARES TR7.1K shares14.32%2026-03-312026-05-14

VO VANGUARD INDEX FDS8.1K shares64.00%2026-03-312026-05-14

IEF ISHARES TR23.2K shares307.59%2026-03-312026-05-14

XLP SELECT SECTOR SPDR TR25.0K shares-10.87%2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS23.5K shares0.00%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS12.4K shares0.00%2026-03-312026-05-14

Sponsored

VCSH VANGUARD SCOTTSDALE FDS23.0K shares0.00%2026-03-312026-05-14

SPYV SPDR SERIES TRUST30.0K shares-5.25%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.8K shares0.00%2026-03-312026-05-14

XBI SPDR SERIES TRUST12.9K shares0.00%2026-03-312026-05-14

VONE VANGUARD SCOTTSDALE FDS5.6K sharesnew addition2026-03-312026-05-14

EZU ISHARES INC25.1K shares-33.75%2026-03-312026-05-14

XOM EXXON MOBIL CORP9.2K shares0.00%2026-03-312026-05-14

SATS ECHOSTAR CORP13.0K shares0.00%2026-03-312026-05-14

Sponsored

ESGE ISHARES INC32.9K shares0.67%2026-03-312026-05-14

MGNR AMERICAN BEACON SELECT FUNDS27.0K sharesnew addition2026-03-312026-05-14

VB VANGUARD INDEX FDS5.0K shares51.92%2026-03-312026-05-14

AIQ GLOBAL X FDS27.9K shares0.00%2026-03-312026-05-14

BNY MELLON ETF TRUST II BNY MELLON ETF TRUST II49.5K sharesnew addition2026-03-312026-05-14

IWP ISHARES TR10.1K shares0.00%2026-03-312026-05-14

JEPI J P MORGAN EXCHANGE TRADED F22.2K sharesnew addition2026-03-312026-05-14

CRCL CIRCLE INTERNET GROUP INC12.8K sharesnew addition2026-03-312026-05-14

Sponsored

GLW CORNING INC8.0K shares-36.00%2026-03-312026-05-14

VOYA VOYA FINANCIAL INC15.5K shares0.00%2026-03-312026-05-14

AAPL APPLE INC4.1K shares-87.46%2026-03-312026-05-14

PAVE GLOBAL X FDS20.1K shares-42.49%2026-03-312026-05-14

BOXX EA SERIES TRUST8.7K sharesnew addition2026-03-312026-05-14

ASHR DBX ETF TR29.6K shares-20.25%2026-03-312026-05-14

RTX RTX CORPORATION5.0K shares-10.28%2026-03-312026-05-14

WLK WESTLAKE CORPORATION8.0K sharesnew addition2026-03-312026-05-14

Sponsored

ALPHABET INC ALPHABET INC3.2K shares-88.91%2026-03-312026-05-14

XLI SELECT SECTOR SPDR TR5.6K shares-10.34%2026-03-312026-05-14

SPYM SPDR SERIES TRUST11.7K shares0.00%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC11.7K shares0.00%2026-03-312026-05-14

IUSG ISHARES TR5.3K shares0.00%2026-03-312026-05-14

KKR & CO INC KKR & CO INC8.8K sharesnew addition2026-03-312026-05-14

TROW PRICE T ROWE GROUP INC9.0K shares0.00%2026-03-312026-05-14

IWF ISHARES TR1.8K shares0.00%2026-03-312026-05-14

Sponsored

EWY ISHARES INC6.3K shares26.72%2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC1.9K shares0.00%2026-03-312026-05-14

STEW SRH TOTAL RETURN FUND INC43.5K shares0.00%2026-03-312026-05-14

URA GLOBAL X FDS15.3K shares0.00%2026-03-312026-05-14

VNM VANECK ETF TRUST42.8K shares0.00%2026-03-312026-05-14

IWO ISHARES TR2.4K shares0.00%2026-03-312026-05-14

SPMD SPDR SERIES TRUST12.2K shares0.00%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-14

Sponsored

OWL BLUE OWL CAPITAL INC78.1K shares24.94%2026-03-312026-05-14

WIW WESTERN AST INFL LKD OPP & I83.4K shares0.00%2026-03-312026-05-14

RMT ROYCE MICRO-CAP TR INC62.2K shares0.00%2026-03-312026-05-14

W WAYFAIR INC8.9K sharesnew addition2026-03-312026-05-14

MLPA GLOBAL X FDS12.4K shares0.00%2026-03-312026-05-14

MCHI ISHARES TR11.8K shares26.85%2026-03-312026-05-14

GDX VANECK ETF TRUST7.2K shares-12.16%2026-03-312026-05-14

NYF ISHARES TR12.3K sharesnew addition2026-03-312026-05-14

Sponsored

HUBS HUBSPOT INC2.7K shares0.00%2026-03-312026-05-14

NLR VANECK ETF TRUST4.8K shares-3.03%2026-03-312026-05-14

EFV ISHARES TR8.6K shares0.00%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC5.5K shares0.00%2026-03-312026-05-14

ILF ISHARES TR17.4K sharesnew addition2026-03-312026-05-14

IYY ISHARES TR3.9K shares26.73%2026-03-312026-05-14

VGT VANGUARD WORLD FD870 shares0.00%2026-03-312026-05-14

IQLT ISHARES TR13.1K shares166.94%2026-03-312026-05-14

Sponsored

MODG CALLAWAY GOLF CO43.0K sharesnew addition2026-03-312026-05-14

FMDE FIDELITY COVINGTON TRUST16.5K shares0.00%2026-03-312026-05-14

CART MAPLEBEAR INC15.7K shares0.00%2026-03-312026-05-14

SCZ ISHARES TR7.3K shares0.00%2026-03-312026-05-14

EFA ISHARES TR5.6K shares0.00%2026-03-312026-05-14

EWG ISHARES INC13.5K shares26.72%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS6.0K shares0.00%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC1.9K shares-1.38%2026-03-312026-05-14

Sponsored

IBB ISHARES TR3.1K shares0.00%2026-03-312026-05-14

IUSB ISHARES TR10.9K shares0.00%2026-03-312026-05-14

MUB ISHARES TR4.6K shares0.00%2026-03-312026-05-14

PLTM GRANITESHARES PLATINUM TR26.0K shares-13.33%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO1.6K shares-51.06%2026-03-312026-05-14

SPDW SPDR INDEX SHS FDS9.6K shares0.00%2026-03-312026-05-14

SPAB SPDR SERIES TRUST16.8K shares0.00%2026-03-312026-05-14

BAC BANK AMERICA CORP8.6K shares-24.45%2026-03-312026-05-14

Sponsored

PG PROCTER & GAMBLE CO2.9K shares-2.56%2026-03-312026-05-14

ASA ASA GOLD AND PRECIOUS MTLS L6.5K shares0.00%2026-03-312026-05-14

SPXE PROSHARES TR5.8K shares0.00%2026-03-312026-05-14

VBR VANGUARD INDEX FDS1.9K shares0.00%2026-03-312026-05-14

TY TRI CONTL CORP12.6K shares0.00%2026-03-312026-05-14

FIS FIDELITY NATL INFORMATION SV7.7K shares-1.19%2026-03-312026-05-14

BITO PROSHARES TR38.0K sharesnew addition2026-03-312026-05-14

PPLT ABRDN PLATINUM ETF TRUST1.9K shares-22.92%2026-03-312026-05-14

Sponsored

VIGI VANGUARD WHITEHALL FDS3.6K shares0.00%2026-03-312026-05-14

PMO PUTNAM MUN OPPORTUNITIES TR31.3K shares0.00%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL656 shares0.00%2026-03-312026-05-14

ALPHABET INC ALPHABET INC1.1K shares-33.66%2026-03-312026-05-14

DGRW WISDOMTREE TR3.5K shares0.00%2026-03-312026-05-14

EFG ISHARES TR2.6K shares0.00%2026-03-312026-05-14

BKLC BNY MELLON ETF TRUST2.3K sharesnew addition2026-03-312026-05-14

ADX ADAMS DIVERSIFIED EQUITY FD12.7K shares-68.40%2026-03-312026-05-14

Sponsored

XYZ BLOCK INC4.6K shares0.00%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR5.5K shares0.00%2026-03-312026-05-14

XOP SPDR SERIES TRUST1.5K sharesnew addition2026-03-312026-05-14

COMT ISHARES U S ETF TR7.8K sharesnew addition2026-03-312026-05-14

EMXC ISHARES INC3.3K shares0.00%2026-03-312026-05-14

PRU PRUDENTIAL FINL INC2.6K shares0.00%2026-03-312026-05-14

VGK VANGUARD INTL EQUITY INDEX F3.1K shares0.48%2026-03-312026-05-14

SPTM SPDR SERIES TRUST3.2K shares0.00%2026-03-312026-05-14

Sponsored

SPTI SPDR SERIES TRUST8.5K shares0.00%2026-03-312026-05-14

HODL VANECK BITCOIN ETF12.7K shares-56.27%2026-03-312026-05-14

ACWX ISHARES TR3.2K shares5.06%2026-03-312026-05-14

EVRG EVERGY INC2.6K sharesnew addition2026-03-312026-05-14

ACWI ISHARES TR1.5K shares0.00%2026-03-312026-05-14

KO COCA COLA CO2.7K sharesnew addition2026-03-312026-05-14

EAGG ISHARES TR4.2K shares0.00%2026-03-312026-05-14

BNDX VANGUARD CHARLOTTE FDS4.2K shares-2.01%2026-03-312026-05-14

Sponsored

KCCA KRANESHARES TRUST10.6K shares0.00%2026-03-312026-05-14

PMM PUTNAM MANAGED MUN INCOME TR24.0K shares0.00%2026-03-312026-05-14

RNAC CARTESIAN THERAPEUTICS INC19.5K shares0.00%2026-03-312026-05-14

IHD VOYA EMERGING MKTS HIGH DIVI12.0K shares0.00%2026-03-312026-05-14

ISHARES GOLD TR

4.98%

Shares1.2M

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

2.35%

Shares1.0M

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

-4.23%

Shares215.0K

Event2026-03-31

Filed2026-05-14

DELL

DELL TECHNOLOGIES INC

-1.10%

Shares225.5K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

38.46%

Shares47.8K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

-0.87%

Shares67.7K

Event2026-03-31

Filed2026-05-14

ITOT

ISHARES TR

7.89%

Shares176.7K

Event2026-03-31

Filed2026-05-14

SPYG

SPDR SERIES TRUST

-0.66%

Shares219.4K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

7.53%

Shares32.6K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

15.29%

Shares184.2K

Event2026-03-31

Filed2026-05-14

VTIP

VANGUARD MALVERN FDS

-4.83%

Shares340.6K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

-13.03%

Shares135.9K

Event2026-03-31

Filed2026-05-14

IWB

ISHARES TR

0.00%

Shares41.2K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

17.67%

Shares239.4K

Event2026-03-31

Filed2026-05-14

TIP

ISHARES TR

0.73%

Shares114.4K

Event2026-03-31

Filed2026-05-14

BKGI

BNY MELLON ETF TRUST

-1.25%

Shares252.8K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

15.35%

Shares51.9K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

-1.82%

Shares153.9K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

20.27%

Shares16.1K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

15.88%

Shares162.3K

Event2026-03-31

Filed2026-05-14

XLU

SELECT SECTOR SPDR TR

-4.97%

Shares210.2K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

29.04%

Shares16.5K

Event2026-03-31

Filed2026-05-14

IWS

ISHARES TR

-4.47%

Shares65.3K

Event2026-03-31

Filed2026-05-14

MRNA

MODERNA INC

0.07%

Shares185.6K

Event2026-03-31

Filed2026-05-14

ESGV

VANGUARD WORLD FD

-5.27%

Shares77.1K

Event2026-03-31

Filed2026-05-14

CGEM

CULLINAN THERAPEUTICS INC

0.00%

Shares595.5K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

22.23%

Shares18.4K

Event2026-03-31

Filed2026-05-14

VOE

VANGUARD INDEX FDS

6.41%

Shares43.0K

Event2026-03-31

Filed2026-05-14

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares105.4K

Event2026-03-31

Filed2026-05-14

KVYO

KLAVIYO INC

0.00%

Shares364.7K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

2.71%

Shares101.1K

Event2026-03-31

Filed2026-05-14

VANGUARD INTL EQUITY INDEX F

3.03%

Shares49.2K

Event2026-03-31

Filed2026-05-14

HGER

HARBOR ETF TRUST

96.16%

Shares209.6K

Event2026-03-31

Filed2026-05-14

VSGX

VANGUARD WORLD FD

0.02%

Shares88.1K

Event2026-03-31

Filed2026-05-14

IWR

ISHARES TR

-0.87%

Shares59.5K

Event2026-03-31

Filed2026-05-14

VDE

VANGUARD WORLD FD

0.71%

Shares33.2K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

58.02%

Shares21.0K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

29.09%

Shares26.1K

Event2026-03-31

Filed2026-05-14

IVE

ISHARES TR

-32.25%

Shares23.9K

Event2026-03-31

Filed2026-05-14

EWJ

ISHARES INC

0.00%

Shares58.4K

Event2026-03-31

Filed2026-05-14

XLV

SELECT SECTOR SPDR TR

-0.70%

Shares32.3K

Event2026-03-31

Filed2026-05-14

VXUS

VANGUARD STAR FDS

0.00%

Shares59.7K

Event2026-03-31

Filed2026-05-14

EEM

ISHARES TR

0.00%

Shares79.1K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

3.11%

Shares14.5K

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

1.98%

Shares32.5K

Event2026-03-31

Filed2026-05-14

VXF

VANGUARD INDEX FDS

31.09%

Shares20.3K

Event2026-03-31

Filed2026-05-14

IWV

ISHARES TR

0.00%

Shares11.3K

Event2026-03-31

Filed2026-05-14

VSS

VANGUARD INTL EQUITY INDEX F

-0.91%

Shares28.3K

Event2026-03-31

Filed2026-05-14

IEV

ISHARES TR

104.45%

Shares59.2K

Event2026-03-31

Filed2026-05-14

DIA

STATE STR SPDR DOW JONES IND

31.55%

Shares8.0K

Event2026-03-31

Filed2026-05-14

IWD

ISHARES TR

0.00%

Shares15.9K

Event2026-03-31

Filed2026-05-14

ILCG

ISHARES TR

0.00%

Shares35.6K

Event2026-03-31

Filed2026-05-14

IEI

ISHARES TR

129.73%

Shares27.5K

Event2026-03-31

Filed2026-05-14

SDY

SPDR SERIES TRUST

0.00%

Shares21.3K

Event2026-03-31

Filed2026-05-14

VOXR

VOX ROYALTY CORP

0.00%

Shares559.0K

Event2026-03-31

Filed2026-05-14

CEF

SPROTT ASSET MANAGEMENT LP

-1.86%

Shares52.8K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

5.77%

Shares20.1K

Event2026-03-31

Filed2026-05-14

PROFESIONALLY MANAGED PORTFO

-3.47%

Shares46.0K

Event2026-03-31

Filed2026-05-14

SOXX

ISHARES TR

14.32%

Shares7.1K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

64.00%

Shares8.1K

Event2026-03-31

Filed2026-05-14

IEF

ISHARES TR

307.59%

Shares23.2K

Event2026-03-31

Filed2026-05-14

XLP

SELECT SECTOR SPDR TR

-10.87%

Shares25.0K

Event2026-03-31

Filed2026-05-14

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares23.5K

Event2026-03-31

Filed2026-05-14

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares12.4K

Event2026-03-31

Filed2026-05-14

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares23.0K

Event2026-03-31

Filed2026-05-14

SPYV

SPDR SERIES TRUST

-5.25%

Shares30.0K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-14

XBI

SPDR SERIES TRUST

0.00%

Shares12.9K

Event2026-03-31

Filed2026-05-14

VONE

VANGUARD SCOTTSDALE FDS

New

Shares5.6K

Event2026-03-31

Filed2026-05-14

EZU

ISHARES INC

-33.75%

Shares25.1K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

0.00%

Shares9.2K

Event2026-03-31

Filed2026-05-14

SATS

ECHOSTAR CORP

0.00%

Shares13.0K

Event2026-03-31

Filed2026-05-14

ESGE

ISHARES INC

0.67%

Shares32.9K

Event2026-03-31

Filed2026-05-14

MGNR

AMERICAN BEACON SELECT FUNDS

New

Shares27.0K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

51.92%

Shares5.0K

Event2026-03-31

Filed2026-05-14

AIQ

GLOBAL X FDS

0.00%

Shares27.9K

Event2026-03-31

Filed2026-05-14

BNY MELLON ETF TRUST II

New

Shares49.5K

Event2026-03-31

Filed2026-05-14

IWP

ISHARES TR

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-14

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares22.2K

Event2026-03-31

Filed2026-05-14

CRCL

CIRCLE INTERNET GROUP INC

New

Shares12.8K

Event2026-03-31

Filed2026-05-14

GLW

CORNING INC

-36.00%

Shares8.0K

Event2026-03-31

Filed2026-05-14

VOYA

VOYA FINANCIAL INC

0.00%

Shares15.5K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-87.46%

Shares4.1K

Event2026-03-31

Filed2026-05-14

PAVE

GLOBAL X FDS

-42.49%

Shares20.1K

Event2026-03-31

Filed2026-05-14

BOXX

EA SERIES TRUST

New

Shares8.7K

Event2026-03-31

Filed2026-05-14

ASHR

DBX ETF TR

-20.25%

Shares29.6K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

-10.28%

Shares5.0K

Event2026-03-31

Filed2026-05-14

WLK

WESTLAKE CORPORATION

New

Shares8.0K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-88.91%

Shares3.2K

Event2026-03-31

Filed2026-05-14

XLI

SELECT SECTOR SPDR TR

-10.34%

Shares5.6K

Event2026-03-31

Filed2026-05-14

SPYM

SPDR SERIES TRUST

0.00%

Shares11.7K

Event2026-03-31

Filed2026-05-14

UBER

UBER TECHNOLOGIES INC

0.00%

Shares11.7K

Event2026-03-31

Filed2026-05-14

IUSG

ISHARES TR

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-14

KKR & CO INC

New

Shares8.8K

Event2026-03-31

Filed2026-05-14

TROW

PRICE T ROWE GROUP INC

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-14

IWF

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-14

EWY

ISHARES INC

26.72%

Shares6.3K

Event2026-03-31

Filed2026-05-14

CRWD

CROWDSTRIKE HLDGS INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-14

STEW

SRH TOTAL RETURN FUND INC

0.00%

Shares43.5K

Event2026-03-31

Filed2026-05-14

URA

GLOBAL X FDS

0.00%

Shares15.3K

Event2026-03-31

Filed2026-05-14

VNM

VANECK ETF TRUST

0.00%

Shares42.8K

Event2026-03-31

Filed2026-05-14

IWO

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-14

SPMD

SPDR SERIES TRUST

0.00%

Shares12.2K

Event2026-03-31

Filed2026-05-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-05-14

OWL

BLUE OWL CAPITAL INC

24.94%

Shares78.1K

Event2026-03-31

Filed2026-05-14

WIW

WESTERN AST INFL LKD OPP & I

0.00%

Shares83.4K

Event2026-03-31

Filed2026-05-14

RMT

ROYCE MICRO-CAP TR INC

0.00%

Shares62.2K

Event2026-03-31

Filed2026-05-14

WAYFAIR INC

New

Shares8.9K

Event2026-03-31

Filed2026-05-14

MLPA

GLOBAL X FDS

0.00%

Shares12.4K

Event2026-03-31

Filed2026-05-14

MCHI

ISHARES TR

26.85%

Shares11.8K

Event2026-03-31

Filed2026-05-14

GDX

VANECK ETF TRUST

-12.16%

Shares7.2K

Event2026-03-31

Filed2026-05-14

NYF

ISHARES TR

New

Shares12.3K

Event2026-03-31

Filed2026-05-14

HUBS

HUBSPOT INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-14

NLR

VANECK ETF TRUST

-3.03%

Shares4.8K

Event2026-03-31

Filed2026-05-14

EFV

ISHARES TR

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-14

CITIGROUP INC

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-14

ILF

ISHARES TR

New

Shares17.4K

Event2026-03-31

Filed2026-05-14

IYY

ISHARES TR

26.73%

Shares3.9K

Event2026-03-31

Filed2026-05-14

VGT

VANGUARD WORLD FD

0.00%

Shares870

Event2026-03-31

Filed2026-05-14

IQLT

ISHARES TR

166.94%

Shares13.1K

Event2026-03-31

Filed2026-05-14

MODG

CALLAWAY GOLF CO

New

Shares43.0K

Event2026-03-31

Filed2026-05-14

FMDE

FIDELITY COVINGTON TRUST

0.00%

Shares16.5K

Event2026-03-31

Filed2026-05-14

CART

MAPLEBEAR INC

0.00%

Shares15.7K

Event2026-03-31

Filed2026-05-14

SCZ

ISHARES TR

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-14

EWG

ISHARES INC

26.72%

Shares13.5K

Event2026-03-31

Filed2026-05-14

VNQ

VANGUARD INDEX FDS

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-14

UNH

UNITEDHEALTH GROUP INC

-1.38%

Shares1.9K

Event2026-03-31

Filed2026-05-14

IBB

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-14

IUSB

ISHARES TR

0.00%

Shares10.9K

Event2026-03-31

Filed2026-05-14

MUB

ISHARES TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-14

PLTM

GRANITESHARES PLATINUM TR

-13.33%

Shares26.0K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-51.06%

Shares1.6K

Event2026-03-31

Filed2026-05-14

SPDW

SPDR INDEX SHS FDS

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-14

SPAB

SPDR SERIES TRUST

0.00%

Shares16.8K

Event2026-03-31

Filed2026-05-14

BAC

BANK AMERICA CORP

-24.45%

Shares8.6K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

-2.56%

Shares2.9K

Event2026-03-31

Filed2026-05-14

ASA

ASA GOLD AND PRECIOUS MTLS L

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-14

SPXE

PROSHARES TR

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-14

VBR

VANGUARD INDEX FDS

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-14

TRI CONTL CORP

0.00%

Shares12.6K

Event2026-03-31

Filed2026-05-14

FIS

FIDELITY NATL INFORMATION SV

-1.19%

Shares7.7K

Event2026-03-31

Filed2026-05-14

BITO

PROSHARES TR

New

Shares38.0K

Event2026-03-31

Filed2026-05-14

PPLT

ABRDN PLATINUM ETF TRUST

-22.92%

Shares1.9K

Event2026-03-31

Filed2026-05-14

VIGI

VANGUARD WHITEHALL FDS

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-14

PMO

PUTNAM MUN OPPORTUNITIES TR

0.00%

Shares31.3K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares656

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-33.66%

Shares1.1K

Event2026-03-31

Filed2026-05-14

DGRW

WISDOMTREE TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-14

EFG

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-14

BKLC

BNY MELLON ETF TRUST

New

Shares2.3K

Event2026-03-31

Filed2026-05-14

ADX

ADAMS DIVERSIFIED EQUITY FD

-68.40%

Shares12.7K

Event2026-03-31

Filed2026-05-14

XYZ

BLOCK INC

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-14

XLF

SELECT SECTOR SPDR TR

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-14

XOP

SPDR SERIES TRUST

New

Shares1.5K

Event2026-03-31

Filed2026-05-14

COMT

ISHARES U S ETF TR

New

Shares7.8K

Event2026-03-31

Filed2026-05-14

EMXC

ISHARES INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-14

PRU

PRUDENTIAL FINL INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-14

VGK

VANGUARD INTL EQUITY INDEX F

0.48%

Shares3.1K

Event2026-03-31

Filed2026-05-14

SPTM

SPDR SERIES TRUST

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-14

SPTI

SPDR SERIES TRUST

0.00%

Shares8.5K

Event2026-03-31

Filed2026-05-14

HODL

VANECK BITCOIN ETF

-56.27%

Shares12.7K

Event2026-03-31

Filed2026-05-14

ACWX

ISHARES TR

5.06%

Shares3.2K

Event2026-03-31

Filed2026-05-14

EVRG

EVERGY INC

New

Shares2.6K

Event2026-03-31

Filed2026-05-14

ACWI

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

New

Shares2.7K

Event2026-03-31

Filed2026-05-14

EAGG

ISHARES TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-14

BNDX

VANGUARD CHARLOTTE FDS

-2.01%

Shares4.2K

Event2026-03-31

Filed2026-05-14

KCCA

KRANESHARES TRUST

0.00%

Shares10.6K

Event2026-03-31

Filed2026-05-14

PMM

PUTNAM MANAGED MUN INCOME TR

0.00%

Shares24.0K

Event2026-03-31

Filed2026-05-14

RNAC

CARTESIAN THERAPEUTICS INC

0.00%

Shares19.5K

Event2026-03-31

Filed2026-05-14

IHD

VOYA EMERGING MKTS HIGH DIVI

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

PUT SPX 68000 EXP SEP 18 2026 Put PutPUT SPX 68000 EXP SEP 18 20261.7K sharesnew addition2026-03-312026-05-14

PUT SPX 68000 EXP SEP 18 2026 Put

PUT SPX 68000 EXP SEP 18 2026

New

Shares1.7K

Event2026-03-31

Filed2026-05-14