The Analysis of VICTORY FINANCIAL GROUP, LLC's Holdings & P&L


Currently, VICTORY FINANCIAL GROUP, LLC holds 347 types of securities in its portfolio with a total value $813.9M. In the most recent quarter, they have increased their positions in PYLD (+250.1K shares, valued at $6.6M), JBND (+99.3K shares, valued at $5.3M), RSPU (+44.9K shares, valued at $3.6M); decreased their positions in FVD (-126.8K shares, valued at $6.0M), SCHD (-172.2K shares, valued at $5.3M), XLF (-60.0K shares, valued at $3.0M); initiated new positions in JBND (+99.3K shares, valued at $5.3M), KORP (+68.5K shares, valued at $3.2M), MTDR (+15.4K shares, valued at $970.5K).


1M P&L
+28.9M+3.57%
3M P&L
+32.3M+4.01%
HY P&L
+65.5M+8.48%

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/A600.6M
79.7%
2Semiconductors25.2M
3.3%
3Consumer Electronics14.6M
1.9%

Top Industries by Stock Count

1N/A161 stocks
50.5%
2Software - Application10 stocks
3.1%
3Semiconductors7 stocks
2.2%
Stock Holdings
IWY
ISHARES TR
3.14%
Shares462.6K
Event2026-03-31
Filed2026-04-27
SCHD
SCHWAB STRATEGIC TR
-10.13%
Shares1.5M
Event2026-03-31
Filed2026-04-27
IMCG
ISHARES TR
2.54%
Shares432.0K
Event2026-03-31
Filed2026-04-27
FDVV
FIDELITY COVINGTON TRUST
12.88%
Shares549.0K
Event2026-03-31
Filed2026-04-27
VANGUARD INDEX FDS
VANGUARD INDEX FDS
7.05%
Shares44.5K
Event2026-03-31
Filed2026-04-27
IVLU
ISHARES TR
7.82%
Shares626.0K
Event2026-03-31
Filed2026-04-27
XLK
SELECT SECTOR SPDR TR
-10.39%
Shares180.4K
Event2026-03-31
Filed2026-04-27
PYLD
PIMCO ETF TR
44.74%
Shares809.0K
Event2026-03-31
Filed2026-04-27
IJR
ISHARES TR
0.96%
Shares156.2K
Event2026-03-31
Filed2026-04-27
NVDA
NVIDIA CORPORATION
3.35%
Shares107.6K
Event2026-03-31
Filed2026-04-27
EVTR
MORGAN STANLEY ETF TRUST
-10.24%
Shares328.0K
Event2026-03-31
Filed2026-04-27
SLYG
SPDR SERIES TRUST
9.20%
Shares163.5K
Event2026-03-31
Filed2026-04-27
AAPL
APPLE INC
0.69%
Shares57.5K
Event2026-03-31
Filed2026-04-27
VBR
VANGUARD INDEX FDS
4.77%
Shares65.6K
Event2026-03-31
Filed2026-04-27
BIL
SPDR SERIES TRUST
5.38%
Shares141.0K
Event2026-03-31
Filed2026-04-27
FBND
FIDELITY MERRIMACK STR TR
-12.09%
Shares242.2K
Event2026-03-31
Filed2026-04-27
SPEM
SPDR INDEX SHS FDS
54.20%
Shares220.8K
Event2026-03-31
Filed2026-04-27
FVD
FIRST TR EXCHANGE-TRADED FD
-38.31%
Shares204.2K
Event2026-03-31
Filed2026-04-27
MSFT
MICROSOFT CORP
-5.72%
Shares18.3K
Event2026-03-31
Filed2026-04-27
AMZN
AMAZON COM INC
9.19%
Shares28.7K
Event2026-03-31
Filed2026-04-27
ALPHABET INC
ALPHABET INC
17.34%
Shares20.7K
Event2026-03-31
Filed2026-04-27
INVESCO QQQ TR
INVESCO QQQ TR
27.67%
Shares10.1K
Event2026-03-31
Filed2026-04-27
TSLA
TESLA INC
10.77%
Shares15.3K
Event2026-03-31
Filed2026-04-27
AVDV
AMERICAN CENTY ETF TR
32.97%
Shares53.7K
Event2026-03-31
Filed2026-04-27
JBND
J P MORGAN EXCHANGE TRADED F
New
Shares99.3K
Event2026-03-31
Filed2026-04-27
BROADCOM INC
BROADCOM INC
7.22%
Shares17.1K
Event2026-03-31
Filed2026-04-27
VGIT
VANGUARD SCOTTSDALE FDS
6.58%
Shares89.0K
Event2026-03-31
Filed2026-04-27
DIVO
AMPLIFY ETF TR
9.66%
Shares111.9K
Event2026-03-31
Filed2026-04-27
VCRB
VANGUARD MALVERN FDS
6.99%
Shares63.5K
Event2026-03-31
Filed2026-04-27
RSPU
INVESCO EXCHANGE TRADED FD T
302.24%
Shares59.8K
Event2026-03-31
Filed2026-04-27
XLI
SELECT SECTOR SPDR TR
2.46%
Shares29.0K
Event2026-03-31
Filed2026-04-27
CGDV
CAPITAL GROUP DIVIDEND VALUE
0.63%
Shares106.1K
Event2026-03-31
Filed2026-04-27
XLC
SELECT SECTOR SPDR TR
8.13%
Shares40.2K
Event2026-03-31
Filed2026-04-27
META
META PLATFORMS INC
9.66%
Shares7.7K
Event2026-03-31
Filed2026-04-27
VYM
VANGUARD WHITEHALL FDS
-1.59%
Shares28.0K
Event2026-03-31
Filed2026-04-27
VCLT
VANGUARD SCOTTSDALE FDS
-32.85%
Shares50.1K
Event2026-03-31
Filed2026-04-27
XLV
SELECT SECTOR SPDR TR
-10.18%
Shares25.4K
Event2026-03-31
Filed2026-04-27
SPYG
SPDR SERIES TRUST
30.00%
Shares37.5K
Event2026-03-31
Filed2026-04-27
FPEI
FIRST TR EXCH TRADED FD III
7.26%
Shares185.9K
Event2026-03-31
Filed2026-04-27
VTI
VANGUARD INDEX FDS
0.25%
Shares10.7K
Event2026-03-31
Filed2026-04-27
HEQT
SIMPLIFY EXCHANGE TRADED FUN
-0.55%
Shares107.6K
Event2026-03-31
Filed2026-04-27
MOAT
VANECK ETF TRUST
-20.88%
Shares35.0K
Event2026-03-31
Filed2026-04-27
KORP
AMERICAN CENTY ETF TR
New
Shares68.5K
Event2026-03-31
Filed2026-04-27
IJT
ISHARES TR
0.25%
Shares21.4K
Event2026-03-31
Filed2026-04-27
ALPHABET INC
ALPHABET INC
18.15%
Shares10.1K
Event2026-03-31
Filed2026-04-27
LLY
ELI LILLY & CO
8.10%
Shares3.0K
Event2026-03-31
Filed2026-04-27
ARKW
ARK ETF TR
20.16%
Shares22.8K
Event2026-03-31
Filed2026-04-27
PVAL
PUTNAM ETF TRUST
29.35%
Shares58.4K
Event2026-03-31
Filed2026-04-27
MDY
STATE STR SPDR S&P MIDCAP 40
-24.17%
Shares4.2K
Event2026-03-31
Filed2026-04-27
MFSI
MFS ACTIVE EXCHANGE TRADED F
0.61%
Shares85.8K
Event2026-03-31
Filed2026-04-27
VOT
VANGUARD INDEX FDS
-26.06%
Shares9.8K
Event2026-03-31
Filed2026-04-27
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-2.64%
Shares5.2K
Event2026-03-31
Filed2026-04-27
STIP
ISHARES TR
110.15%
Shares23.8K
Event2026-03-31
Filed2026-04-27
IXUS
ISHARES TR
-6.84%
Shares28.2K
Event2026-03-31
Filed2026-04-27
BND
VANGUARD BD INDEX FDS
19.81%
Shares32.5K
Event2026-03-31
Filed2026-04-27
VFMF
VANGUARD WELLINGTON FD
-1.73%
Shares15.4K
Event2026-03-31
Filed2026-04-27
GLD
SPDR GOLD TR
1.49%
Shares5.5K
Event2026-03-31
Filed2026-04-27
IEMG
ISHARES INC
-3.03%
Shares33.8K
Event2026-03-31
Filed2026-04-27
COST
COSTCO WHOLESALE CORPORATION
3.07%
Shares2.3K
Event2026-03-31
Filed2026-04-27
VEA
VANGUARD TAX-MANAGED FDS
-6.87%
Shares34.7K
Event2026-03-31
Filed2026-04-27
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-12.96%
Shares6.3K
Event2026-03-31
Filed2026-04-27
HD
HOME DEPOT INC
6.97%
Shares6.5K
Event2026-03-31
Filed2026-04-27
WMT
WALMART INC
9.67%
Shares17.0K
Event2026-03-31
Filed2026-04-27
VO
VANGUARD INDEX FDS
26.24%
Shares7.3K
Event2026-03-31
Filed2026-04-27
GS
GOLDMAN SACHS GROUP INC
3.17%
Shares2.5K
Event2026-03-31
Filed2026-04-27
VWO
VANGUARD INTL EQUITY INDEX F
-16.15%
Shares38.5K
Event2026-03-31
Filed2026-04-27
QUAL
ISHARES TR
-2.31%
Shares10.7K
Event2026-03-31
Filed2026-04-27
SPY
STATE STR SPDR S&P 500 ETF T
-20.17%
Shares3.1K
Event2026-03-31
Filed2026-04-27
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-1.07%
Shares42.1K
Event2026-03-31
Filed2026-04-27
BUFP
PGIM ROCK ETF TR
17.40%
Shares64.5K
Event2026-03-31
Filed2026-04-27
BILS
SPDR SERIES TRUST
-13.58%
Shares19.0K
Event2026-03-31
Filed2026-04-27
ABBV
ABBVIE INC
11.37%
Shares8.6K
Event2026-03-31
Filed2026-04-27
PLTR
PALANTIR TECHNOLOGIES INC
24.32%
Shares12.5K
Event2026-03-31
Filed2026-04-27
VOE
VANGUARD INDEX FDS
-4.08%
Shares9.9K
Event2026-03-31
Filed2026-04-27
SIO
TOUCHSTONE ETF TRUST
-15.05%
Shares70.0K
Event2026-03-31
Filed2026-04-27
POWL
POWELL INDS INC
0.21%
Shares3.3K
Event2026-03-31
Filed2026-04-27
VTV
VANGUARD INDEX FDS
22.38%
Shares9.1K
Event2026-03-31
Filed2026-04-27
XOM
EXXON MOBIL CORP
5.21%
Shares10.3K
Event2026-03-31
Filed2026-04-27
PM
PHILIP MORRIS INTL INC
-24.34%
Shares10.3K
Event2026-03-31
Filed2026-04-27
VONG
VANGUARD SCOTTSDALE FDS
10.89%
Shares15.3K
Event2026-03-31
Filed2026-04-27
TXN
TEXAS INSTRS INC
15.74%
Shares8.5K
Event2026-03-31
Filed2026-04-27
SGOV
ISHARES TR
-4.46%
Shares16.3K
Event2026-03-31
Filed2026-04-27
PHYL
PGIM ETF TR
84.41%
Shares46.4K
Event2026-03-31
Filed2026-04-27
TAXX
BONDBLOXX ETF TRUST
7.30%
Shares31.4K
Event2026-03-31
Filed2026-04-27
V
VISA INC
8.40%
Shares5.2K
Event2026-03-31
Filed2026-04-27
GBIL
GOLDMAN SACHS ETF TR
2.87%
Shares15.3K
Event2026-03-31
Filed2026-04-27
JNJ
JOHNSON & JOHNSON
10.84%
Shares6.0K
Event2026-03-31
Filed2026-04-27
XLE
SELECT SECTOR SPDR TR
13.51%
Shares23.8K
Event2026-03-31
Filed2026-04-27
CAT
CATERPILLAR INC
44.38%
Shares2.0K
Event2026-03-31
Filed2026-04-27
MPC
MARATHON PETE CORP
76.46%
Shares5.6K
Event2026-03-31
Filed2026-04-27
AIQ
GLOBAL X FDS
12.32%
Shares29.2K
Event2026-03-31
Filed2026-04-27
IUSG
ISHARES TR
84.26%
Shares8.7K
Event2026-03-31
Filed2026-04-27
ORCL
ORACLE CORP
126.54%
Shares9.2K
Event2026-03-31
Filed2026-04-27
IWM
ISHARES TR
30.30%
Shares5.4K
Event2026-03-31
Filed2026-04-27
CVX
CHEVRON CORPORATION
0.98%
Shares6.5K
Event2026-03-31
Filed2026-04-27
SCHF
SCHWAB STRATEGIC TR
14.80%
Shares54.3K
Event2026-03-31
Filed2026-04-27
NFLX
NETFLIX INC.
-2.74%
Shares13.6K
Event2026-03-31
Filed2026-04-27
JPM
JPMORGAN CHASE & CO
-4.79%
Shares4.4K
Event2026-03-31
Filed2026-04-27
EFA
ISHARES TR
-0.98%
Shares13.3K
Event2026-03-31
Filed2026-04-27
AVUV
AMERICAN CENTY ETF TR
41.13%
Shares11.7K
Event2026-03-31
Filed2026-04-27
IDV
ISHARES TR
22.67%
Shares30.3K
Event2026-03-31
Filed2026-04-27
WFC
WELLS FARGO & CO
-33.69%
Shares16.1K
Event2026-03-31
Filed2026-04-27
EPD
ENTERPRISE PRODS PARTNERS L
0.00%
Shares33.5K
Event2026-03-31
Filed2026-04-27
CME
CME GROUP INC
4.00%
Shares4.3K
Event2026-03-31
Filed2026-04-27
IYW
ISHARES TR
13.90%
Shares6.9K
Event2026-03-31
Filed2026-04-27
OXY
OCCIDENTAL PETE CORP
-16.56%
Shares19.2K
Event2026-03-31
Filed2026-04-27
MTG
MGIC INVT CORP WIS
12.54%
Shares46.9K
Event2026-03-31
Filed2026-04-27
AMD
ADVANCED MICRO DEVICES INC
-2.16%
Shares6.0K
Event2026-03-31
Filed2026-04-27
RDVY
FIRST TR EXCHANGE TRADED FD
-13.46%
Shares17.7K
Event2026-03-31
Filed2026-04-27
IWP
ISHARES TR
29.65%
Shares9.4K
Event2026-03-31
Filed2026-04-27
UBER
UBER TECHNOLOGIES INC
0.02%
Shares16.1K
Event2026-03-31
Filed2026-04-27
CRWD
CROWDSTRIKE HLDGS INC
43.25%
Shares2.9K
Event2026-03-31
Filed2026-04-27
DFAC
DIMENSIONAL ETF TRUST
1.03%
Shares29.1K
Event2026-03-31
Filed2026-04-27
IEFA
ISHARES TR
6.09%
Shares11.9K
Event2026-03-31
Filed2026-04-27
TPR
TAPESTRY INC
-35.21%
Shares7.5K
Event2026-03-31
Filed2026-04-27
SCHX
SCHWAB STRATEGIC TR
2.23%
Shares41.0K
Event2026-03-31
Filed2026-04-27
AEP
AMERICAN ELEC PWR CO INC
1.11%
Shares7.9K
Event2026-03-31
Filed2026-04-27
KDP
KEURIG DR PEPPER INC
28.97%
Shares39.4K
Event2026-03-31
Filed2026-04-27
TEM
TEMPUS AI INC
74.03%
Shares22.2K
Event2026-03-31
Filed2026-04-27
MU
MICRON TECHNOLOGY INC
7.74%
Shares3.0K
Event2026-03-31
Filed2026-04-27
QLC
FLEXSHARES TR
10.63%
Shares12.5K
Event2026-03-31
Filed2026-04-27
SMH
VANECK ETF TRUST
12.86%
Shares2.5K
Event2026-03-31
Filed2026-04-27
MTDR
MATADOR RES CO
New
Shares15.4K
Event2026-03-31
Filed2026-04-27
TJX
TJX COS INC NEW
8.82%
Shares6.1K
Event2026-03-31
Filed2026-04-27
HYFI
AB ACTIVE ETFS INC
-7.39%
Shares25.6K
Event2026-03-31
Filed2026-04-27
LAM RESEARCH CORP
LAM RESEARCH CORP
-3.57%
Shares4.5K
Event2026-03-31
Filed2026-04-27
AMGN
AMGEN INC
11.54%
Shares2.7K
Event2026-03-31
Filed2026-04-27
UNH
UNITEDHEALTH GROUP INC
23.28%
Shares3.4K
Event2026-03-31
Filed2026-04-27
TLT
ISHARES TR
59.98%
Shares10.6K
Event2026-03-31
Filed2026-04-27
XCCC
BONDBLOXX ETF TRUST
New
Shares24.9K
Event2026-03-31
Filed2026-04-27
PANW
PALO ALTO NETWORKS INC
0.75%
Shares5.6K
Event2026-03-31
Filed2026-04-27
IVV
ISHARES TR
9.45%
Shares1.4K
Event2026-03-31
Filed2026-04-27
TILT
FLEXSHARES TR
17.88%
Shares3.7K
Event2026-03-31
Filed2026-04-27
BA
BOEING CO
-1.28%
Shares4.4K
Event2026-03-31
Filed2026-04-27
INTU
INTUIT
370.77%
Shares2.0K
Event2026-03-31
Filed2026-04-27
IWF
ISHARES TR
-1.78%
Shares2.0K
Event2026-03-31
Filed2026-04-27
VUG
VANGUARD INDEX FDS
86.14%
Shares2.0K
Event2026-03-31
Filed2026-04-27
APA CORPORATION
APA CORPORATION
New
Shares20.4K
Event2026-03-31
Filed2026-04-27
FNDF
SCHWAB STRATEGIC TR
39.49%
Shares17.4K
Event2026-03-31
Filed2026-04-27
RTX
RTX CORPORATION
5.27%
Shares4.4K
Event2026-03-31
Filed2026-04-27
GEV
GE VERNOVA INC
33.75%
Shares959
Event2026-03-31
Filed2026-04-27
TLTD
FLEXSHARES TR
6.96%
Shares8.7K
Event2026-03-31
Filed2026-04-27
MAGS
LISTED FDS TR
-15.75%
Shares14.1K
Event2026-03-31
Filed2026-04-27
DAC
DANAOS CORPORATION
38.78%
Shares7.0K
Event2026-03-31
Filed2026-04-27
LMT
LOCKHEED MARTIN CORP
-17.49%
Shares1.3K
Event2026-03-31
Filed2026-04-27
IWX
ISHARES TR
0.75%
Shares8.2K
Event2026-03-31
Filed2026-04-27
SECT
NORTHERN LTS FD TR IV
239.91%
Shares12.6K
Event2026-03-31
Filed2026-04-27
MA
MASTERCARD INCORPORATED
33.16%
Shares1.5K
Event2026-03-31
Filed2026-04-27
VB
VANGUARD INDEX FDS
101.26%
Shares2.9K
Event2026-03-31
Filed2026-04-27
HUBBELL INC
HUBBELL INC
9.60%
Shares1.5K
Event2026-03-31
Filed2026-04-27
ETHA
ISHARES ETHEREUM TR
3.37%
Shares46.3K
Event2026-03-31
Filed2026-04-27
SCHG
SCHWAB STRATEGIC TR
-9.69%
Shares24.9K
Event2026-03-31
Filed2026-04-27
DHC
DIVERSIFIED HEALTHCARE TR
New
Shares108.0K
Event2026-03-31
Filed2026-04-27
MCD
MCDONALDS CORP
6.87%
Shares2.3K
Event2026-03-31
Filed2026-04-27
MERCK & CO INC
MERCK & CO INC
22.98%
Shares5.8K
Event2026-03-31
Filed2026-04-27
HOOD
ROBINHOOD MKTS INC
13.76%
Shares9.9K
Event2026-03-31
Filed2026-04-27
IDEQ
LAZARD ACTIVE ETF TR
-39.15%
Shares21.3K
Event2026-03-31
Filed2026-04-27
DFAI
DIMENSIONAL ETF TRUST
New
Shares17.2K
Event2026-03-31
Filed2026-04-27
COEUR MNG INC
COEUR MNG INC
6.57%
Shares35.6K
Event2026-03-31
Filed2026-04-27
XMHQ
INVESCO EXCHANGE TRADED FD T
11.84%
Shares6.5K
Event2026-03-31
Filed2026-04-27
BAC
BANK AMERICA CORP
-15.37%
Shares13.5K
Event2026-03-31
Filed2026-04-27
LAMR
LAMAR ADVERTISING CO
24.89%
Shares5.2K
Event2026-03-31
Filed2026-04-27
CMCSA
COMCAST CORP NEW
New
Shares22.7K
Event2026-03-31
Filed2026-04-27
GE AEROSPACE
GE AEROSPACE
23.40%
Shares2.3K
Event2026-03-31
Filed2026-04-27
LI
LI AUTO INC
-3.53%
Shares36.3K
Event2026-03-31
Filed2026-04-27
MUB
ISHARES TR
-20.47%
Shares6.0K
Event2026-03-31
Filed2026-04-27
VZ
VERIZON COMMUNICATIONS INC
12.13%
Shares12.7K
Event2026-03-31
Filed2026-04-27
IBIT
ISHARES BITCOIN TRUST ETF
14.72%
Shares16.5K
Event2026-03-31
Filed2026-04-27
FLCC
FEDERATED HERMES ETF TRUST
-81.03%
Shares20.3K
Event2026-03-31
Filed2026-04-27
VTEB
VANGUARD MUN BD FDS
6.48%
Shares12.2K
Event2026-03-31
Filed2026-04-27
BNDX
VANGUARD CHARLOTTE FDS
-2.44%
Shares12.6K
Event2026-03-31
Filed2026-04-27
BABA
ALIBABA GROUP HLDG LTD
33.20%
Shares4.8K
Event2026-03-31
Filed2026-04-27
KO
COCA COLA CO
26.38%
Shares7.9K
Event2026-03-31
Filed2026-04-27
AXP
AMERICAN EXPRESS CO
4.31%
Shares2.0K
Event2026-03-31
Filed2026-04-27
CSCO
CISCO SYS INC
78.05%
Shares7.5K
Event2026-03-31
Filed2026-04-27
AGG
ISHARES TR
0.88%
Shares5.9K
Event2026-03-31
Filed2026-04-27
TMO
THERMO FISHER SCIENTIFIC INC
23.13%
Shares1.2K
Event2026-03-31
Filed2026-04-27
PG
PROCTER & GAMBLE CO
6.97%
Shares4.0K
Event2026-03-31
Filed2026-04-27
FERGUSON ENTERPRISES INC
FERGUSON ENTERPRISES INC
14.03%
Shares2.4K
Event2026-03-31
Filed2026-04-27
DFSD
DIMENSIONAL ETF TRUST
7.86%
Shares11.9K
Event2026-03-31
Filed2026-04-27
HTRB
HARTFORD FDS EXCHANGE TRADED
5.18%
Shares16.8K
Event2026-03-31
Filed2026-04-27
SLV
ISHARES SILVER TR
-59.14%
Shares8.3K
Event2026-03-31
Filed2026-04-27
IBM
INTERNATIONAL BUSINESS MACHS
11.52%
Shares2.3K
Event2026-03-31
Filed2026-04-27
LMND
LEMONADE INC
170.44%
Shares8.9K
Event2026-03-31
Filed2026-04-27
SOFI
SOFI TECHNOLOGIES INC
11.56%
Shares34.7K
Event2026-03-31
Filed2026-04-27
COP
CONOCOPHILLIPS
12.35%
Shares4.2K
Event2026-03-31
Filed2026-04-27
STLD
STEEL DYNAMICS INC
6.58%
Shares3.0K
Event2026-03-31
Filed2026-04-27
BUYW
NORTHERN LTS FD TR IV
New
Shares38.0K
Event2026-03-31
Filed2026-04-27
LINDE PLC
LINDE PLC
19.37%
Shares1.1K
Event2026-03-31
Filed2026-04-27
PFFA
ETFIS SER TR I
55.42%
Shares25.5K
Event2026-03-31
Filed2026-04-27
IJH
ISHARES TR
-4.94%
Shares7.7K
Event2026-03-31
Filed2026-04-27
ZECP
ZACKS TRUST
-34.72%
Shares14.7K
Event2026-03-31
Filed2026-04-27
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
0.58%
Shares2.4K
Event2026-03-31
Filed2026-04-27
IUSV
ISHARES TR
7.62%
Shares4.7K
Event2026-03-31
Filed2026-04-27
TAP
MOLSON COORS BEVERAGE CO
8.09%
Shares11.0K
Event2026-03-31
Filed2026-04-27
VIOO
VANGUARD ADMIRAL FDS INC
11.86%
Shares4.1K
Event2026-03-31
Filed2026-04-27
CZA
INVESCO EXCHANGE TRADED FD T
-2.61%
Shares4.2K
Event2026-03-31
Filed2026-04-27
HYG
ISHARES TR
-24.31%
Shares5.8K
Event2026-03-31
Filed2026-04-27
SMR
NUSCALE PWR CORP
6.03%
Shares42.1K
Event2026-03-31
Filed2026-04-27
NUKZ
EXCHANGE TRADED CONCEPTS TRU
6.27%
Shares6.9K
Event2026-03-31
Filed2026-04-27
PFE
PFIZER INC
13.91%
Shares16.1K
Event2026-03-31
Filed2026-04-27
SDVY
FIRST TR EXCHANGE TRADED FD
8.21%
Shares11.3K
Event2026-03-31
Filed2026-04-27
GROZ
ZACKS TRUST
-32.12%
Shares16.0K
Event2026-03-31
Filed2026-04-27
NEE
NEXTERA ENERGY INC
4.89%
Shares4.7K
Event2026-03-31
Filed2026-04-27
COWZ
PACER FDS TR
5.20%
Shares7.0K
Event2026-03-31
Filed2026-04-27
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
17.70%
Shares2.3K
Event2026-03-31
Filed2026-04-27
PBR
PETROLEO BRASILEIRO S A
0.04%
Shares21.1K
Event2026-03-31
Filed2026-04-27
ITOT
ISHARES TR
1.69%
Shares3.1K
Event2026-03-31
Filed2026-04-27
MS
MORGAN STANLEY
7.18%
Shares2.6K
Event2026-03-31
Filed2026-04-27
IWR
ISHARES TR
-5.14%
Shares4.4K
Event2026-03-31
Filed2026-04-27
EME
EMCOR GROUP INC
11.24%
Shares584
Event2026-03-31
Filed2026-04-27
BTI
BRITISH AMERN TOB PLC
17.24%
Shares7.3K
Event2026-03-31
Filed2026-04-27
NOBL
PROSHARES TR
New
Shares4.0K
Event2026-03-31
Filed2026-04-27
GSK PLC
GSK PLC
-28.69%
Shares7.6K
Event2026-03-31
Filed2026-04-27
SPGI
S&P GLOBAL INC
-4.62%
Shares971
Event2026-03-31
Filed2026-04-27
DFIV
DIMENSIONAL ETF TRUST
-3.38%
Shares7.7K
Event2026-03-31
Filed2026-04-27
QUIZ
ZACKS TRUST
-30.58%
Shares15.0K
Event2026-03-31
Filed2026-04-27
APXM
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares12.8K
Event2026-03-31
Filed2026-04-27
VIGI
VANGUARD WHITEHALL FDS
0.00%
Shares4.5K
Event2026-03-31
Filed2026-04-27
AAP
ADVANCE AUTO PARTS INC
New
Shares7.5K
Event2026-03-31
Filed2026-04-27
T
AT&T INC
46.69%
Shares13.5K
Event2026-03-31
Filed2026-04-27
NCIQ
HASHDEX NASDAQ CME CRYPTO
33.93%
Shares22.8K
Event2026-03-31
Filed2026-04-27
APP
APPLOVIN CORP
-10.93%
Shares970
Event2026-03-31
Filed2026-04-27
CRM
SALESFORCE INC
-10.28%
Shares2.0K
Event2026-03-31
Filed2026-04-27
SMIZ
ZACKS TRUST
-32.92%
Shares10.0K
Event2026-03-31
Filed2026-04-27
GDX
VANECK ETF TRUST
New
Shares4.0K
Event2026-03-31
Filed2026-04-27
SCHA
SCHWAB STRATEGIC TR
-13.58%
Shares12.6K
Event2026-03-31
Filed2026-04-27
TMUS
T-MOBILE US INC
7.93%
Shares1.7K
Event2026-03-31
Filed2026-04-27
DHR
DANAHER CORP DEL
28.54%
Shares1.9K
Event2026-03-31
Filed2026-04-27
LNG
CHENIERE ENERGY INC
New
Shares1.3K
Event2026-03-31
Filed2026-04-27
XEL
XCEL ENERGY INC
2.04%
Shares4.5K
Event2026-03-31
Filed2026-04-27
ISHARES GOLD TR
ISHARES GOLD TR
New
Shares4.0K
Event2026-03-31
Filed2026-04-27
PEP
PEPSICO INC
7.94%
Shares2.3K
Event2026-03-31
Filed2026-04-27
TLTE
FLEXSHARES TR
9.32%
Shares5.2K
Event2026-03-31
Filed2026-04-27
FSLY
FASTLY INC
0.02%
Shares12.1K
Event2026-03-31
Filed2026-04-27
KB
KB FINL GROUP INC
27.06%
Shares3.5K
Event2026-03-31
Filed2026-04-27
GOVT
ISHARES TR
19.86%
Shares15.1K
Event2026-03-31
Filed2026-04-27
JEPQ
J P MORGAN EXCHANGE TRADED F
New
Shares6.2K
Event2026-03-31
Filed2026-04-27
NTAP
NETAPP INC
16.88%
Shares3.4K
Event2026-03-31
Filed2026-04-27
ITW
ILLINOIS TOOL WKS INC
10.85%
Shares1.3K
Event2026-03-31
Filed2026-04-27
TFC
TRUIST FINL CORP
5.70%
Shares7.4K
Event2026-03-31
Filed2026-04-27
MBB
ISHARES TR
14.29%
Shares3.6K
Event2026-03-31
Filed2026-04-27
BE
BLOOM ENERGY CORP
New
Shares2.5K
Event2026-03-31
Filed2026-04-27
AMAT
APPLIED MATLS INC
New
Shares951
Event2026-03-31
Filed2026-04-27
RSG
REPUBLIC SVCS INC
30.67%
Shares1.5K
Event2026-03-31
Filed2026-04-27
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
18.05%
Shares2.4K
Event2026-03-31
Filed2026-04-27
NRG
NRG ENERGY INC
35.62%
Shares2.1K
Event2026-03-31
Filed2026-04-27
IJS
ISHARES TR
-3.93%
Shares2.6K
Event2026-03-31
Filed2026-04-27
GLW
CORNING INC
-28.57%
Shares2.2K
Event2026-03-31
Filed2026-04-27
MCK
MCKESSON CORP
New
Shares347
Event2026-03-31
Filed2026-04-27
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
New
Shares759
Event2026-03-31
Filed2026-04-27
MO
ALTRIA GROUP INC
New
Shares4.5K
Event2026-03-31
Filed2026-04-27
QQQE
DIREXION SHARES ETF TRUST
-2.41%
Shares3.0K
Event2026-03-31
Filed2026-04-27
MSTR
STRATEGY INC
30.10%
Shares2.4K
Event2026-03-31
Filed2026-04-27
IWB
ISHARES TR
-6.13%
Shares827
Event2026-03-31
Filed2026-04-27
RKT
ROCKET COS INC
New
Shares20.6K
Event2026-03-31
Filed2026-04-27
APH
AMPHENOL CORP
21.88%
Shares2.3K
Event2026-03-31
Filed2026-04-27
NVT
NVENT ELEC PLC
New
Shares2.5K
Event2026-03-31
Filed2026-04-27
CDNS
CADENCE DESIGN SYSTEM INC
28.22%
Shares1.0K
Event2026-03-31
Filed2026-04-27
ROST
ROSS STORES INC
7.02%
Shares1.3K
Event2026-03-31
Filed2026-04-27
EATON CORP PLC
EATON CORP PLC
11.39%
Shares802
Event2026-03-31
Filed2026-04-27
PRIM
PRIMORIS SVCS CORP
6.29%
Shares2.0K
Event2026-03-31
Filed2026-04-27
DFGX
DIMENSIONAL ETF TRUST
8.76%
Shares5.4K
Event2026-03-31
Filed2026-04-27
DFCF
DIMENSIONAL ETF TRUST
7.98%
Shares6.7K
Event2026-03-31
Filed2026-04-27
VRT
VERTIV HOLDINGS CO
New
Shares1.1K
Event2026-03-31
Filed2026-04-27
VDE
VANGUARD WORLD FD
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-27
XYL
XYLEM INC
37.99%
Shares2.3K
Event2026-03-31
Filed2026-04-27
JGRO
J P MORGAN EXCHANGE TRADED F
New
Shares3.3K
Event2026-03-31
Filed2026-04-27
MCO
MOODYS CORP
9.04%
Shares627
Event2026-03-31
Filed2026-04-27
SBUX
STARBUCKS CORP
7.70%
Shares3.0K
Event2026-03-31
Filed2026-04-27
JXN
JACKSON FINANCIAL INC
New
Shares2.6K
Event2026-03-31
Filed2026-04-27
BUFR
FIRST TR EXCHNG TRADED FD VI
New
Shares8.0K
Event2026-03-31
Filed2026-04-27
WAL
WESTERN ALLIANCE BANCORP
7.18%
Shares3.8K
Event2026-03-31
Filed2026-04-27
ISRG
INTUITIVE SURGICAL INC
25.97%
Shares582
Event2026-03-31
Filed2026-04-27
DG
DOLLAR GEN CORP
4.29%
Shares2.3K
Event2026-03-31
Filed2026-04-27
DFIC
DIMENSIONAL ETF TRUST
4.58%
Shares7.5K
Event2026-03-31
Filed2026-04-27
NBIS
NEBIUS GROUP N.V.
-4.80%
Shares2.6K
Event2026-03-31
Filed2026-04-27
ALSN
ALLISON TRANSMISSION HLDGS I
New
Shares2.3K
Event2026-03-31
Filed2026-04-27
CB
CHUBB LTD SWITZ
New
Shares806
Event2026-03-31
Filed2026-04-27
DCOR
DIMENSIONAL ETF TRUST
7.60%
Shares3.6K
Event2026-03-31
Filed2026-04-27
NOW
SERVICENOW INC
83.74%
Shares2.5K
Event2026-03-31
Filed2026-04-27
MDLZ
MONDELEZ INTL INC
New
Shares4.5K
Event2026-03-31
Filed2026-04-27
MARM
FIRST TR EXCHNG TRADED FD VI
New
Shares7.8K
Event2026-03-31
Filed2026-04-27
DOC
HEALTHPEAK PROPERTIES INC
6.68%
Shares15.7K
Event2026-03-31
Filed2026-04-27
SR
SPIRE INC
New
Shares2.8K
Event2026-03-31
Filed2026-04-27
SPTI
SPDR SERIES TRUST
-5.59%
Shares8.9K
Event2026-03-31
Filed2026-04-27
KLAC
KLA CORP
New
Shares172
Event2026-03-31
Filed2026-04-27
FIRST TR EXCHANGE-TRADED FD
FIRST TR EXCHANGE-TRADED FD
New
Shares12.3K
Event2026-03-31
Filed2026-04-27
CITIGROUP INC
CITIGROUP INC
15.59%
Shares2.2K
Event2026-03-31
Filed2026-04-27
SILJ
AMPLIFY ETF TR
New
Shares8.3K
Event2026-03-31
Filed2026-04-27
ACVF
ETF OPPORTUNITIES TRUST
-11.41%
Shares5.2K
Event2026-03-31
Filed2026-04-27
NKE
NIKE INC
New
Shares4.7K
Event2026-03-31
Filed2026-04-27
VONV
VANGUARD SCOTTSDALE FDS
New
Shares2.6K
Event2026-03-31
Filed2026-04-27
NB
NIOCORP DEVS LTD
-27.81%
Shares54.2K
Event2026-03-31
Filed2026-04-27
BLACKROCK INC
BLACKROCK INC
26.13%
Shares251
Event2026-03-31
Filed2026-04-27
PGR
PROGRESSIVE CORP
-0.58%
Shares1.2K
Event2026-03-31
Filed2026-04-27
BUFQ
FIRST TR EXCHNG TRADED FD VI
New
Shares6.8K
Event2026-03-31
Filed2026-04-27
SO
SOUTHERN CO
New
Shares2.4K
Event2026-03-31
Filed2026-04-27
XLY
SELECT SECTOR SPDR TR
New
Shares2.2K
Event2026-03-31
Filed2026-04-27
ADBE
ADOBE INC
-7.93%
Shares964
Event2026-03-31
Filed2026-04-27
DFGP
DIMENSIONAL ETF TRUST
3.68%
Shares4.3K
Event2026-03-31
Filed2026-04-27
NOVM
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares7.1K
Event2026-03-31
Filed2026-04-27
INTC
INTEL CORP
New
Shares5.3K
Event2026-03-31
Filed2026-04-27
SGHC
SUPER GROUP SGHC LIMITED
New
Shares21.6K
Event2026-03-31
Filed2026-04-27
VRTX
VERTEX PHARMACEUTICALS INC
0.19%
Shares517
Event2026-03-31
Filed2026-04-27
USB
US BANCORP
8.47%
Shares4.4K
Event2026-03-31
Filed2026-04-27
APLD
APPLIED DIGITAL CORP
-56.12%
Shares9.7K
Event2026-03-31
Filed2026-04-27
XBI
SPDR SERIES TRUST
New
Shares1.8K
Event2026-03-31
Filed2026-04-27
EEM
ISHARES TR
-62.39%
Shares4.0K
Event2026-03-31
Filed2026-04-27
ARES
ARES MANAGEMENT CORPORATION
10.91%
Shares2.1K
Event2026-03-31
Filed2026-04-27
AX
AXOS FINANCIAL INC
-26.65%
Shares2.7K
Event2026-03-31
Filed2026-04-27
ADI
ANALOG DEVICES INC
-28.06%
Shares710
Event2026-03-31
Filed2026-04-27
SHOP
SHOPIFY INC
36.32%
Shares1.9K
Event2026-03-31
Filed2026-04-27
EHC
ENCOMPASS HEALTH CORP
7.63%
Shares2.3K
Event2026-03-31
Filed2026-04-27
TT
TRANE TECHNOLOGIES PLC
New
Shares534
Event2026-03-31
Filed2026-04-27
FDX
FEDEX CORP
New
Shares622
Event2026-03-31
Filed2026-04-27
DFAX
DIMENSIONAL ETF TRUST
0.00%
Shares6.5K
Event2026-03-31
Filed2026-04-27
VRSK
VERISK ANALYTICS INC
New
Shares1.2K
Event2026-03-31
Filed2026-04-27
ROK
ROCKWELL AUTOMATION INC
-4.51%
Shares614
Event2026-03-31
Filed2026-04-27
XLF
SELECT SECTOR SPDR TR
-93.08%
Shares4.5K
Event2026-03-31
Filed2026-04-27
SPTM
SPDR SERIES TRUST
0.11%
Shares2.8K
Event2026-03-31
Filed2026-04-27
GRID
FIRST TR EXCHANGE-TRADED FD
New
Shares1.3K
Event2026-03-31
Filed2026-04-27
ED
CONSOLIDATED EDISON INC
New
Shares1.9K
Event2026-03-31
Filed2026-04-27
BSX
BOSTON SCIENTIFIC CORP
21.28%
Shares3.4K
Event2026-03-31
Filed2026-04-27
GILD
GILEAD SCIENCES INC
New
Shares1.5K
Event2026-03-31
Filed2026-04-27
DIS
DISNEY WALT CO
-2.88%
Shares2.2K
Event2026-03-31
Filed2026-04-27
HWM
HOWMET AEROSPACE INC
New
Shares931
Event2026-03-31
Filed2026-04-27
UNM
UNUM GROUP
New
Shares2.9K
Event2026-03-31
Filed2026-04-27
SCCO
SOUTHERN COPPER CORP
New
Shares1.2K
Event2026-03-31
Filed2026-04-27
AGGY
WISDOMTREE TR
2.93%
Shares4.8K
Event2026-03-31
Filed2026-04-27
TER
TERADYNE INC
New
Shares710
Event2026-03-31
Filed2026-04-27
IWV
ISHARES TR
0.18%
Shares564
Event2026-03-31
Filed2026-04-27
XLB
SELECT SECTOR SPDR TR
New
Shares4.2K
Event2026-03-31
Filed2026-04-27
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-2.14%
Shares1.7K
Event2026-03-31
Filed2026-04-27
MEDTRONIC PLC
MEDTRONIC PLC
New
Shares2.4K
Event2026-03-31
Filed2026-04-27
IVZ
INVESCO LTD
New
Shares8.5K
Event2026-03-31
Filed2026-04-27
VCIT
VANGUARD SCOTTSDALE FDS
New
Shares2.5K
Event2026-03-31
Filed2026-04-27
GL
GLOBE LIFE INC
New
Shares1.5K
Event2026-03-31
Filed2026-04-27
AMT
AMERICAN TOWER CORP
New
Shares1.2K
Event2026-03-31
Filed2026-04-27
WM
WASTE MGMT INC DEL
New
Shares873
Event2026-03-31
Filed2026-04-27
PLTM
GRANITESHARES PLATINUM TR
New
Shares10.2K
Event2026-03-31
Filed2026-04-27
SAN
BANCO SANTANDER SA
New
Shares11.6K
Event2026-03-31
Filed2026-04-27
NIO
NIO INC
-16.46%
Shares20.0K
Event2026-03-31
Filed2026-04-27
UWMC
UWM HOLDINGS CORPORATION
2.30%
Shares25.5K
Event2026-03-31
Filed2026-04-27
GENI
GENIUS SPORTS LIMITED
34.42%
Shares13.8K
Event2026-03-31
Filed2026-04-27
KOS
KOSMOS ENERGY LTD
1.39%
Shares19.0K
Event2026-03-31
Filed2026-04-27
ATAIBECKLEY INC
ATAIBECKLEY INC
New
Shares11.8K
Event2026-03-31
Filed2026-04-27

Call Option Holdings
INVESCO QQQ TR Call
INVESCO QQQ TR
New
Shares29
Event2026-03-31
Filed2026-04-27

Put Option Holdings
No put option holdings data available