Sponsored

The Analysis of United Asset Strategies, Inc.'s Holdings & P&L

Currently, United Asset Strategies, Inc. holds 257 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in GWW (+13.0K shares, valued at $14.2M), APD (+22.1K shares, valued at $6.4M), SPSM (+132.5K shares, valued at $6.4M); decreased their positions in ETR (-72.7K shares, valued at $8.2M), WM (-35.0K shares, valued at $8.0M), XLB (-116.5K shares, valued at $5.8M); initiated new positions in DFEV (+68.3K shares, valued at $2.4M), VRT (+4.0K shares, valued at $1.0M), ABNB (+7.6K shares, valued at $965.5K).

1M P&L

+40.3M+3.51%

3M P&L

+52.9M+4.65%

HY P&L

+79.3M+7.14%

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/A228.1M

20.9%

2Semiconductors76.3M

7.0%

3Software - Infrastructure63.1M

5.8%

Top Industries by Stock Count

1N/A63 stocks

26.9%

2Software - Application9 stocks

3.8%

3Semiconductors8 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION392.5K shares0.38%2026-03-312026-04-29

ALPHABET INC ALPHABET INC204.2K shares-1.73%2026-03-312026-04-29

AAPL APPLE INC226.9K shares-1.30%2026-03-312026-04-29

AMZN AMAZON COM INC240.2K shares8.63%2026-03-312026-04-29

MSFT MICROSOFT CORP110.6K shares5.25%2026-03-312026-04-29

XLK SELECT SECTOR SPDR TR231.8K shares-14.92%2026-03-312026-04-29

META META PLATFORMS INC50.6K shares2.89%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC210.4K shares-3.11%2026-03-312026-04-29

Sponsored

USFR WISDOMTREE TR482.7K shares13.68%2026-03-312026-04-29

BROADCOM INC BROADCOM INC77.7K shares1.39%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO75.2K shares0.39%2026-03-312026-04-29

ASML ASML HLDG NV16.5K shares-3.43%2026-03-312026-04-29

MA MASTERCARD INCORPORATED42.1K shares1.48%2026-03-312026-04-29

SPSM SPDR SERIES TRUST429.8K shares44.56%2026-03-312026-04-29

VMBS VANGUARD SCOTTSDALE FDS418.8K shares0.85%2026-03-312026-04-29

SOXX ISHARES TR58.9K shares0.19%2026-03-312026-04-29

Sponsored

SCHW SCHWAB CHARLES CORP196.6K shares4.08%2026-03-312026-04-29

LMT LOCKHEED MARTIN CORP29.9K shares-13.84%2026-03-312026-04-29

PH PARKER-HANNIFIN CORP20.1K shares-13.82%2026-03-312026-04-29

KMI KINDER MORGAN INC DEL509.3K shares0.06%2026-03-312026-04-29

PANW PALO ALTO NETWORKS INC106.4K shares9.57%2026-03-312026-04-29

BAC BANK AMERICA CORP336.2K shares0.79%2026-03-312026-04-29

EW EDWARDS LIFESCIENCES CORP193.9K shares1.11%2026-03-312026-04-29

TMO THERMO FISHER SCIENTIFIC INC31.1K shares-1.73%2026-03-312026-04-29

Sponsored

GWW WW GRAINGER INC13.9K shares1435.32%2026-03-312026-04-29

ECL ECOLAB INC56.9K shares1.26%2026-03-312026-04-29

CITIGROUP INC CITIGROUP INC129.4K shares0.47%2026-03-312026-04-29

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW111.5K shares2.01%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON57.3K shares-1.89%2026-03-312026-04-29

SPYM SPDR SERIES TRUST178.8K shares-1.99%2026-03-312026-04-29

NOW SERVICENOW INC126.1K shares7.22%2026-03-312026-04-29

SBUX STARBUCKS CORP143.2K shares41.33%2026-03-312026-04-29

Sponsored

EATON CORP PLC EATON CORP PLC33.0K shares-18.69%2026-03-312026-04-29

PM PHILIP MORRIS INTL INC70.0K shares-0.80%2026-03-312026-04-29

CVX CHEVRON CORPORATION55.9K shares0.07%2026-03-312026-04-29

AMGN AMGEN INC32.5K shares0.62%2026-03-312026-04-29

ADBE ADOBE INC45.9K shares13.61%2026-03-312026-04-29

MNST MONSTER BEVERAGE CORP NEW152.7K shares-1.70%2026-03-312026-04-29

XLP SELECT SECTOR SPDR TR133.9K shares6.78%2026-03-312026-04-29

CL COLGATE PALMOLIVE CO126.3K shares6.45%2026-03-312026-04-29

Sponsored

HD HOME DEPOT INC31.4K shares2.68%2026-03-312026-04-29

AIG AMERICAN INTL GROUP INC134.3K shares3.37%2026-03-312026-04-29

MCK MCKESSON CORP11.3K shares-26.20%2026-03-312026-04-29

XOM EXXON MOBIL CORP55.3K shares-0.25%2026-03-312026-04-29

O REALTY INCOME CORP143.0K shares4.37%2026-03-312026-04-29

GLD SPDR GOLD TR19.8K shares-0.60%2026-03-312026-04-29

LNG CHENIERE ENERGY INC28.9K shares9.68%2026-03-312026-04-29

ETR ENTERGY CORP NEW70.0K shares-50.97%2026-03-312026-04-29

Sponsored

APD AIR PRODUCTS AND CHEMICALS I26.5K shares504.70%2026-03-312026-04-29

XLF SELECT SECTOR SPDR TR151.3K shares-16.06%2026-03-312026-04-29

IWN ISHARES TR38.7K shares0.15%2026-03-312026-04-29

WM WASTE MGMT INC DEL31.6K shares-52.53%2026-03-312026-04-29

DIS DISNEY WALT CO68.3K shares3.15%2026-03-312026-04-29

DE DEERE & CO11.0K shares2.44%2026-03-312026-04-29

DHR DANAHER CORP DEL31.0K shares1.62%2026-03-312026-04-29

TMUS T-MOBILE US INC28.0K shares6.43%2026-03-312026-04-29

Sponsored

VTR VENTAS INC71.4K shares-0.08%2026-03-312026-04-29

EFV ISHARES TR78.0K shares-0.14%2026-03-312026-04-29

LNT ALLIANT ENERGY CORP79.9K shares1.83%2026-03-312026-04-29

UPS UNITED PARCEL SVCS INC50.8K shares244.82%2026-03-312026-04-29

TSLA TESLA INC13.2K shares-0.85%2026-03-312026-04-29

OZ BELPOINTE PREP LLC89.4K shares0.00%2026-03-312026-04-29

XLY SELECT SECTOR SPDR TR42.5K shares100.00%2026-03-312026-04-29

MBSF VALUED ADVISERS TR179.1K shares73.43%2026-03-312026-04-29

Sponsored

PEP PEPSICO INC28.9K shares22.88%2026-03-312026-04-29

JKHY HENRY JACK & ASSOC INC27.5K shares5.06%2026-03-312026-04-29

LPLA LPL FINL HLDGS INC13.8K shares4.27%2026-03-312026-04-29

V VISA INC13.6K shares-2.41%2026-03-312026-04-29

LLY ELI LILLY & CO4.3K shares-5.16%2026-03-312026-04-29

RTX RTX CORPORATION19.3K shares-1.65%2026-03-312026-04-29

MCD MCDONALDS CORP12.0K shares4.81%2026-03-312026-04-29

RMD RESMED INC16.0K shares66.03%2026-03-312026-04-29

Sponsored

VZ VERIZON COMMUNICATIONS INC63.4K shares1.93%2026-03-312026-04-29

SPMD SPDR SERIES TRUST53.1K shares-1.25%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.5K shares0.46%2026-03-312026-04-29

WFC WELLS FARGO & CO38.5K shares0.30%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION3.0K shares4.79%2026-03-312026-04-29

ALPHABET INC ALPHABET INC10.2K shares-5.09%2026-03-312026-04-29

SPDW SPDR INDEX SHS FDS62.6K shares16.58%2026-03-312026-04-29

PG PROCTER & GAMBLE CO19.3K shares9.48%2026-03-312026-04-29

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T26.2K shares-3.44%2026-03-312026-04-29

AMD ADVANCED MICRO DEVICES INC13.3K shares0.32%2026-03-312026-04-29

AMAT APPLIED MATLS INC7.9K shares0.73%2026-03-312026-04-29

ITW ILLINOIS TOOL WKS INC10.3K shares-0.41%2026-03-312026-04-29

NFLX NETFLIX INC.26.6K shares-0.36%2026-03-312026-04-29

J JACOBS SOLUTIONS INC19.9K shares2.89%2026-03-312026-04-29

DFEV DIMENSIONAL ETF TRUST68.3K sharesnew addition2026-03-312026-04-29

RJF RAYMOND JAMES FINL INC16.4K shares2.97%2026-03-312026-04-29

Sponsored

XLI SELECT SECTOR SPDR TR14.7K shares-3.42%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR4.1K shares-0.71%2026-03-312026-04-29

PYPL PAYPAL HLDGS INC51.7K shares-11.16%2026-03-312026-04-29

SHY ISHARES TR27.6K shares1.66%2026-03-312026-04-29

CDNS CADENCE DESIGN SYSTEM INC8.1K shares58.16%2026-03-312026-04-29

XLV SELECT SECTOR SPDR TR15.2K shares-18.55%2026-03-312026-04-29

XLC SELECT SECTOR SPDR TR19.9K shares5.79%2026-03-312026-04-29

ABBV ABBVIE INC10.0K shares1.61%2026-03-312026-04-29

Sponsored

AGG ISHARES TR21.2K shares0.12%2026-03-312026-04-29

XLE SELECT SECTOR SPDR TR33.7K shares-15.64%2026-03-312026-04-29

NUE NUCOR CORP11.9K shares0.18%2026-03-312026-04-29

FE FIRSTENERGY CORP39.5K shares-1.58%2026-03-312026-04-29

ROST ROSS STORES INC8.6K shares-5.35%2026-03-312026-04-29

NEE NEXTERA ENERGY INC19.7K shares-2.71%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T2.7K shares-3.02%2026-03-312026-04-29

LOW LOWES COS INC7.0K shares1.06%2026-03-312026-04-29

Sponsored

IEF ISHARES TR17.4K shares17.98%2026-03-312026-04-29

KO COCA COLA CO21.7K shares0.93%2026-03-312026-04-29

TROW PRICE T ROWE GROUP INC18.1K shares3.32%2026-03-312026-04-29

CAT CATERPILLAR INC2.3K shares-1.67%2026-03-312026-04-29

PAYX PAYCHEX INC17.3K shares4.70%2026-03-312026-04-29

SYY SYSCO CORP21.4K shares-10.53%2026-03-312026-04-29

XLB SELECT SECTOR SPDR TR29.8K shares-79.62%2026-03-312026-04-29

SPGI S&P GLOBAL INC3.3K shares-1.35%2026-03-312026-04-29

Sponsored

WMT WALMART INC11.1K shares-11.28%2026-03-312026-04-29

WMB WILLIAMS COS INC18.8K shares-6.41%2026-03-312026-04-29

ARISTA NETWORKS INC ARISTA NETWORKS INC10.9K shares72.03%2026-03-312026-04-29

CSCO CISCO SYS INC17.1K shares1.40%2026-03-312026-04-29

VRTX VERTEX PHARMACEUTICALS INC3.0K shares-1.50%2026-03-312026-04-29

FTNT FORTINET INC16.2K shares-45.18%2026-03-312026-04-29

VST VISTRA CORP8.8K shares-16.42%2026-03-312026-04-29

QCOM QUALCOMM INC10.1K shares-0.08%2026-03-312026-04-29

Sponsored

SMDV PROSHARES TR18.2K shares7.43%2026-03-312026-04-29

ZTS ZOETIS INC10.5K shares8.67%2026-03-312026-04-29

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND6.3K shares-2.40%2026-03-312026-04-29

NKE NIKE INC22.7K shares-1.83%2026-03-312026-04-29

MU MICRON TECHNOLOGY INC3.5K shares-61.43%2026-03-312026-04-29

ISRG INTUITIVE SURGICAL INC2.6K shares-3.07%2026-03-312026-04-29

SPEM SPDR INDEX SHS FDS24.8K shares0.87%2026-03-312026-04-29

CHRW C H ROBINSON WORLDWIDE IN7.0K shares-29.14%2026-03-312026-04-29

Sponsored

USFD US FOODS HLDG CORP12.5K shares0.13%2026-03-312026-04-29

AXP AMERICAN EXPRESS CO3.7K shares2.05%2026-03-312026-04-29

MPWR MONOLITHIC PWR SYS INC987 shares-25.73%2026-03-312026-04-29

VMC VULCAN MATLS CO3.9K shares2.34%2026-03-312026-04-29

ORCL ORACLE CORP7.1K shares-5.43%2026-03-312026-04-29

CRM SALESFORCE INC5.6K shares415.88%2026-03-312026-04-29

VRT VERTIV HOLDINGS CO4.0K sharesnew addition2026-03-312026-04-29

PLTR PALANTIR TECHNOLOGIES INC6.9K shares-25.25%2026-03-312026-04-29

Sponsored

CTAS CINTAS CORP5.9K shares-0.71%2026-03-312026-04-29

MBS ANGEL OAK FUNDS TRUST113.8K shares-21.29%2026-03-312026-04-29

ABNB AIRBNB INC7.6K sharesnew addition2026-03-312026-04-29

HLT HILTON WORLDWIDE HLDGS INC3.2K shares-3.27%2026-03-312026-04-29

CB CHUBB LTD SWITZ2.9K shares6.10%2026-03-312026-04-29

DDOG DATADOG INC8.0K shares-0.82%2026-03-312026-04-29

TXN TEXAS INSTRS INC4.9K shares-26.20%2026-03-312026-04-29

ORLY OREILLY AUTOMOTIVE INC10.1K shares0.95%2026-03-312026-04-29

Sponsored

ES EVERSOURCE ENERGY13.3K shares2.71%2026-03-312026-04-29

TRGP TARGA RES CORP3.7K shares-2.50%2026-03-312026-04-29

TLT ISHARES TR10.4K shares1.23%2026-03-312026-04-29

EMR EMERSON ELEC CO6.8K shares6.29%2026-03-312026-04-29

MDLZ MONDELEZ INTL INC15.4K shares140.50%2026-03-312026-04-29

INTU INTUIT2.0K shares-0.74%2026-03-312026-04-29

MELI MERCADOLIBRE INC502 shares5.91%2026-03-312026-04-29

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.5K shares-17.90%2026-03-312026-04-29

Sponsored

EOG EOG RES INC5.9K shares3.29%2026-03-312026-04-29

NDSN NORDSON CORP3.2K shares5.78%2026-03-312026-04-29

ISHARES GOLD TR ISHARES GOLD TR9.4K shares11.07%2026-03-312026-04-29

CRWD CROWDSTRIKE HLDGS INC2.1K shares4.82%2026-03-312026-04-29

SNPS SYNOPSYS INC2.1K shares23.08%2026-03-312026-04-29

PNR PENTAIR PLC9.4K shares6.69%2026-03-312026-04-29

ROL ROLLINS INC14.9K shares-2.98%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE2.8K shares179.74%2026-03-312026-04-29

Sponsored

NU NU HLDGS LTD54.2K shares1.57%2026-03-312026-04-29

PWR QUANTA SVCS INC1.4K shares2.24%2026-03-312026-04-29

MMM 3M CO5.3K shares4.63%2026-03-312026-04-29

LAM RESEARCH CORP LAM RESEARCH CORP3.6K sharesnew addition2026-03-312026-04-29

MET METLIFE INC10.9K shares5.63%2026-03-312026-04-29

CLX CLOROX CO DEL7.3K shares243.00%2026-03-312026-04-29

CVS CVS HEALTH CORP10.6K shares6.91%2026-03-312026-04-29

TT TRANE TECHNOLOGIES PLC1.8K sharesnew addition2026-03-312026-04-29

Sponsored

EPD ENTERPRISE PRODS PARTNERS L19.5K shares1.26%2026-03-312026-04-29

MEDTRONIC PLC MEDTRONIC PLC8.4K shares9.30%2026-03-312026-04-29

FCX FREEPORT MCMORAN INC12.3K shares-0.52%2026-03-312026-04-29

PFE PFIZER INC25.5K shares3.63%2026-03-312026-04-29

VV VANGUARD INDEX FDS2.4K shares0.13%2026-03-312026-04-29

AOS SMITH A O CORP10.5K shares9.79%2026-03-312026-04-29

STIP ISHARES TR6.6K shares1.84%2026-03-312026-04-29

IWB ISHARES TR1.9K shares-1.25%2026-03-312026-04-29

Sponsored

ED CONSOLIDATED EDISON INC5.9K shares-13.83%2026-03-312026-04-29

LINDE PLC LINDE PLC1.3K shares6.73%2026-03-312026-04-29

DASH DOORDASH INC4.3K shares3.57%2026-03-312026-04-29

AS AMER SPORTS INC18.7K sharesnew addition2026-03-312026-04-29

CFG CITIZENS FINL GROUP INC10.1K sharesnew addition2026-03-312026-04-29

XLU SELECT SECTOR SPDR TR13.2K shares-34.55%2026-03-312026-04-29

SYM SYMBOTIC INC11.2K sharesnew addition2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS999 shares5.27%2026-03-312026-04-29

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.5K shares-4.87%2026-03-312026-04-29

HRL HORMEL FOODS CORP26.2K shares206.14%2026-03-312026-04-29

APH AMPHENOL CORP4.5K sharesnew addition2026-03-312026-04-29

MSTR STRATEGY INC4.5K shares13.58%2026-03-312026-04-29

BDX BECTON DICKINSON & CO3.6K shares13.35%2026-03-312026-04-29

BAB INVESCO EXCH TRADED FD TR II20.7K shares2.44%2026-03-312026-04-29

SNOW SNOWFLAKE INC3.6K shares2.37%2026-03-312026-04-29

PPG PPG INDS INC5.1K shares8.85%2026-03-312026-04-29

Sponsored

SBAC SBA COMMUNICATIONS CORP3.1K shares5.28%2026-03-312026-04-29

EEMA ISHARES INC5.6K shares132.67%2026-03-312026-04-29

D DOMINION ENERGY INC8.6K shares6.01%2026-03-312026-04-29

OEF ISHARES TR1.6K shares0.00%2026-03-312026-04-29

GPC GENUINE PARTS CO4.9K shares9.37%2026-03-312026-04-29

T AT&T INC17.9K shares0.10%2026-03-312026-04-29

MKC MCCORMICK & CO INC9.7K sharesnew addition2026-03-312026-04-29

FNF FIDELITY NATL FINL INC10.5K shares0.00%2026-03-312026-04-29

Sponsored

RDDT REDDIT INC3.6K shares3.67%2026-03-312026-04-29

COP CONOCOPHILLIPS3.6K shares0.00%2026-03-312026-04-29

CROWN CASTLE INC CROWN CASTLE INC5.6K shares13.95%2026-03-312026-04-29

BIL SPDR SERIES TRUST4.9K shares14.59%2026-03-312026-04-29

EZU ISHARES INC7.0K shares101.84%2026-03-312026-04-29

VEEV VEEVA SYS INC2.5K shares12.89%2026-03-312026-04-29

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares0.71%2026-03-312026-04-29

SCHB SCHWAB STRATEGIC TR16.7K shares-0.13%2026-03-312026-04-29

Sponsored

XLRE SELECT SECTOR SPDR TR9.7K shares3.86%2026-03-312026-04-29

WTW WILLIS TOWERS WATSON PLC LTD1.3K shares0.00%2026-03-312026-04-29

CMCSA COMCAST CORP NEW13.3K shares10.43%2026-03-312026-04-29

BND VANGUARD BD INDEX FDS5.0K shares-7.96%2026-03-312026-04-29

CEG CONSTELLATION ENERGY CORP1.3K shares-1.06%2026-03-312026-04-29

TIP ISHARES TR3.2K shares2.08%2026-03-312026-04-29

ESGD ISHARES TR3.6K shares1.85%2026-03-312026-04-29

TJX TJX COS INC NEW2.1K shares-1.92%2026-03-312026-04-29

Sponsored

SUSL ISHARES TR3.0K shares2.46%2026-03-312026-04-29

JCI JOHNSON CONTROLS INTERNATION2.6K shares-87.47%2026-03-312026-04-29

AGZ ISHARES TR3.1K shares0.95%2026-03-312026-04-29

BP BP PLC7.1K shares0.00%2026-03-312026-04-29

AMCOR PLC AMCOR PLC8.3K sharesnew addition2026-03-312026-04-29

EFA ISHARES TR3.4K shares0.00%2026-03-312026-04-29

BA BOEING CO1.6K shares29.48%2026-03-312026-04-29

CTSH COGNIZANT TECHNOLOGY SOLUTIO5.3K shares12.05%2026-03-312026-04-29

Sponsored

SMH VANECK ETF TRUST836 shares-0.83%2026-03-312026-04-29

AEP AMERICAN ELEC PWR CO INC2.4K shares-0.65%2026-03-312026-04-29

ESML ISHARES TR6.7K shares2.36%2026-03-312026-04-29

HIG HARTFORD INSURANCE GROUP INC2.3K shares-3.27%2026-03-312026-04-29

TDG TRANSDIGM GROUP INC264 shares0.00%2026-03-312026-04-29

IVW ISHARES TR2.6K shares-1.83%2026-03-312026-04-29

IEI ISHARES TR2.4K shares2.18%2026-03-312026-04-29

LQD ISHARES TR2.6K shares0.27%2026-03-312026-04-29

Sponsored

GEV GE VERNOVA INC315 shares-9.48%2026-03-312026-04-29

FLOT ISHARES TR5.3K shares1.33%2026-03-312026-04-29

FLGB FRANKLIN TEMPLETON ETF TR7.7K sharesnew addition2026-03-312026-04-29

FLJP FRANKLIN TEMPLETON ETF TR7.4K sharesnew addition2026-03-312026-04-29

TRV TRAVELERS COMPANIES INC907 shares-4.93%2026-03-312026-04-29

IBIT ISHARES BITCOIN TRUST ETF6.7K shares13.85%2026-03-312026-04-29

THE CIGNA GROUP THE CIGNA GROUP910 shares-13.17%2026-03-312026-04-29

DVY ISHARES TR1.6K shares0.00%2026-03-312026-04-29

Sponsored

FDX FEDEX CORP677 shares-2.31%2026-03-312026-04-29

QCLN FIRST TR EXCHANGE-TRADED FD5.1K shares-0.39%2026-03-312026-04-29

PPA INVESCO EXCHANGE TRADED FD T1.4K shares-6.25%2026-03-312026-04-29

EWL ISHARES INC3.9K sharesnew addition2026-03-312026-04-29

INTC INTEL CORP5.1K sharesnew addition2026-03-312026-04-29

MPC MARATHON PETE CORP907 sharesnew addition2026-03-312026-04-29

COF CAPITAL ONE FINL CORP1.2K shares-5.87%2026-03-312026-04-29

IVV ISHARES TR335 shares-10.67%2026-03-312026-04-29

Sponsored

ROK ROCKWELL AUTOMATION INC580 shares0.00%2026-03-312026-04-29

GLXY GALAXY DIGITAL INC.10.5K shares0.00%2026-03-312026-04-29

APLE APPLE HOSPITALITY REIT INC12.2K shares0.00%2026-03-312026-04-29

HUMA HUMACYTE INC209.6K shares0.00%2026-03-312026-04-29

HIX WESTERN ASSET HIGH INCOM FD16.8K shares0.00%2026-03-312026-04-29

PEW GRABAGUN DIGITAL HLDGS INC15.7K sharesnew addition2026-03-312026-04-29

USEG U S ENERGY CORP DEL39.0K shares34.70%2026-03-312026-04-29

REE AUTOMOTIVE LTD REE AUTOMOTIVE LTD13.3K shares0.00%2026-03-312026-04-29

Sponsored

GABELLI EQUITY TR INC GABELLI EQUITY TR INC26.5K sharesnew addition2026-03-312026-04-29

NVDA

NVIDIA CORPORATION

0.38%

Shares392.5K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-1.73%

Shares204.2K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-1.30%

Shares226.9K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

8.63%

Shares240.2K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

5.25%

Shares110.6K

Event2026-03-31

Filed2026-04-29

XLK

SELECT SECTOR SPDR TR

-14.92%

Shares231.8K

Event2026-03-31

Filed2026-04-29