Sponsored

The Analysis of Vivaldi Capital Management LP's Holdings & P&L

Currently, Vivaldi Capital Management LP holds 281 types of securities in its portfolio with a total value $723.2M. In the most recent quarter, they have increased their positions in SPDW (+74.5K shares, valued at $3.4M), SPYM (+27.6K shares, valued at $2.1M), GBIL (+14.3K shares, valued at $1.4M); decreased their positions in META (-10.1K shares, valued at $5.8M), SLV (-30.5K shares, valued at $2.1M), AMAT (-6.0K shares, valued at $2.0M); initiated new positions in FIGR (+15.9K shares, valued at $539.6K), N/A (+16.7K shares, valued at $417.4K), IGV (+4.8K shares, valued at $384.6K).

1M P&L

+25.7M+3.80%

3M P&L

+14.4M+2.10%

HY P&L

+67.0M+10.55%

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/A319.5M

48.3%

2Consumer Electronics40.9M

6.2%

3Semiconductors31.7M

4.8%

Top Industries by Stock Count

1N/A139 stocks

53.1%

2Software - Application8 stocks

3.1%

3Semiconductors7 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC147.2K shares-2.25%2026-03-312026-05-14

AMAT APPLIED MATLS INC82.7K shares-6.72%2026-03-312026-05-14

SPYM SPDR SERIES TRUST363.0K shares8.24%2026-03-312026-05-14

SPDW SPDR INDEX SHS FDS515.7K shares16.87%2026-03-312026-05-14

NVDA NVIDIA CORPORATION119.7K shares-0.63%2026-03-312026-05-14

ALPHABET INC ALPHABET INC69.0K shares-4.08%2026-03-312026-05-14

BWA BORGWARNER INC343.0K shares-6.90%2026-03-312026-05-14

BK BANK NEW YORK MELLON CORP153.5K shares-5.74%2026-03-312026-05-14

Sponsored

GBIL GOLDMAN SACHS ETF TR174.0K shares8.96%2026-03-312026-05-14

SLV ISHARES SILVER TR255.3K shares-10.66%2026-03-312026-05-14

AMGN AMGEN INC46.7K shares-4.72%2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP159.4K shares-7.22%2026-03-312026-05-14

SCHX SCHWAB STRATEGIC TR552.5K shares1.72%2026-03-312026-05-14

SCHO SCHWAB STRATEGIC TR555.6K shares2.32%2026-03-312026-05-14

MEDTRONIC PLC MEDTRONIC PLC147.4K shares-6.27%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR506.3K shares0.65%2026-03-312026-05-14

Sponsored

SPY STATE STR SPDR S&P 500 ETF T16.9K shares-1.88%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR115.2K shares-4.17%2026-03-312026-05-14

GLD SPDR GOLD TR21.7K shares3.08%2026-03-312026-05-14

CAT CATERPILLAR INC12.6K shares-3.43%2026-03-312026-05-14

LLY ELI LILLY & CO9.7K shares-0.81%2026-03-312026-05-14

SPMD SPDR SERIES TRUST147.3K shares11.12%2026-03-312026-05-14

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC87.6K shares-5.51%2026-03-312026-05-14

SPSM SPDR SERIES TRUST172.3K shares12.51%2026-03-312026-05-14

Sponsored

TSLA TESLA INC21.7K shares-0.12%2026-03-312026-05-14

ON ON SEMICONDUCTOR CORP129.2K shares-3.04%2026-03-312026-05-14

VTI VANGUARD INDEX FDS24.4K shares-2.51%2026-03-312026-05-14

DVY ISHARES TR45.7K shares0.02%2026-03-312026-05-14

SCHA SCHWAB STRATEGIC TR237.4K shares-0.08%2026-03-312026-05-14

DE DEERE & CO12.1K shares-4.19%2026-03-312026-05-14

MSFT MICROSOFT CORP18.1K shares-3.88%2026-03-312026-05-14

CVS CVS HEALTH CORP91.7K shares-7.79%2026-03-312026-05-14

Sponsored

PEP PEPSICO INC40.2K shares0.56%2026-03-312026-05-14

WBD WARNER BROS DISCOVERY INC222.3K shares-0.82%2026-03-312026-05-14

LMBS FIRST TR EXCHANGE-TRADED FD120.3K shares8.34%2026-03-312026-05-14

V VISA INC19.3K shares-3.16%2026-03-312026-05-14

ZBH ZIMMER BIOMET HOLDINGS INC63.5K shares-1.03%2026-03-312026-05-14

SCHB SCHWAB STRATEGIC TR228.1K shares-0.78%2026-03-312026-05-14

ACWI ISHARES TR39.1K shares4.15%2026-03-312026-05-14

SPEM SPDR INDEX SHS FDS111.2K shares23.69%2026-03-312026-05-14

Sponsored

VTV VANGUARD INDEX FDS25.8K shares-2.22%2026-03-312026-05-14

NUE NUCOR CORP29.7K shares-2.04%2026-03-312026-05-14

ALPHABET INC ALPHABET INC17.1K shares-1.61%2026-03-312026-05-14

IVV ISHARES TR7.3K shares-0.89%2026-03-312026-05-14

UPS UNITED PARCEL SVCS INC47.9K shares-4.19%2026-03-312026-05-14

AMZN AMAZON COM INC21.0K shares-0.29%2026-03-312026-05-14

GLPI GAMING & LEISURE P96.1K shares-3.99%2026-03-312026-05-14

SCHE SCHWAB STRATEGIC TR126.0K shares0.86%2026-03-312026-05-14

Sponsored

SCHM SCHWAB STRATEGIC TR131.8K shares1.05%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS6.7K shares1.34%2026-03-312026-05-14

AAAU GOLDMAN SACHS PHYSICAL GOLD85.1K shares-3.44%2026-03-312026-05-14

FNDF SCHWAB STRATEGIC TR76.9K shares-3.90%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS55.8K shares-0.86%2026-03-312026-05-14

GRNY TIDAL TRUST I147.2K shares11.62%2026-03-312026-05-14

PNR PENTAIR PLC38.2K shares-3.88%2026-03-312026-05-14

SLB SLB LIMITED64.6K shares-3.39%2026-03-312026-05-14

Sponsored

WMT WALMART INC23.3K shares-0.85%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR21.5K shares19.96%2026-03-312026-05-14

RHI ROBERT HALF INC.111.0K shares-6.78%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.8K shares-0.75%2026-03-312026-05-14

IDEV ISHARES TR32.5K shares0.00%2026-03-312026-05-14

FNDE SCHWAB STRATEGIC TR69.4K shares-2.45%2026-03-312026-05-14

ITOT ISHARES TR18.6K shares-4.88%2026-03-312026-05-14

T AT&T INC90.6K shares-6.85%2026-03-312026-05-14

Sponsored

JPM JPMORGAN CHASE & CO8.9K shares-2.55%2026-03-312026-05-14

LULU LULULEMON ATHLETICA INC16.9K shares-4.81%2026-03-312026-05-14

COIN COINBASE GLOBAL INC14.5K shares2.56%2026-03-312026-05-14

SCHH SCHWAB STRATEGIC TR111.2K shares6.01%2026-03-312026-05-14

SPTS SPDR SERIES TRUST81.7K shares-3.97%2026-03-312026-05-14

META META PLATFORMS INC4.1K shares-71.27%2026-03-312026-05-14

IMCV ISHARES TR27.1K shares-1.57%2026-03-312026-05-14

VB VANGUARD INDEX FDS8.2K shares-0.84%2026-03-312026-05-14

Sponsored

VO VANGUARD INDEX FDS7.2K shares0.17%2026-03-312026-05-14

IEFA ISHARES TR21.5K shares-7.10%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION1.9K shares-1.17%2026-03-312026-05-14

AVDV AMERICAN CENTY ETF TR18.8K shares-3.86%2026-03-312026-05-14

AVUV AMERICAN CENTY ETF TR16.6K shares-0.92%2026-03-312026-05-14

VHT VANGUARD WORLD FD6.4K shares-0.37%2026-03-312026-05-14

BROADCOM INC BROADCOM INC5.5K shares-0.92%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS19.0K shares1.45%2026-03-312026-05-14

Sponsored

PSBD PALMER SQUARE CAPITAL BDC IN167.8K shares-22.09%2026-03-312026-05-14

HALO HALOZYME THERAPEUTICS INC24.5K shares-11.52%2026-03-312026-05-14

DNP DNP SELECT INCOME FD INC152.2K shares0.00%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS7.2K shares-1.21%2026-03-312026-05-14

IYW ISHARES TR8.5K shares-0.01%2026-03-312026-05-14

VT VANGUARD INTL EQUITY INDEX F10.9K shares0.34%2026-03-312026-05-14

ABBV ABBVIE INC6.8K shares1.05%2026-03-312026-05-14

IJR ISHARES TR11.8K shares-0.68%2026-03-312026-05-14

Sponsored

PG PROCTER & GAMBLE CO10.1K shares-0.74%2026-03-312026-05-14

EZU ISHARES INC22.6K shares0.00%2026-03-312026-05-14

IWR ISHARES TR14.5K shares0.00%2026-03-312026-05-14

XOM EXXON MOBIL CORP8.0K shares0.50%2026-03-312026-05-14

EEMA ISHARES INC13.8K shares0.28%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE4.6K shares8.84%2026-03-312026-05-14

ARKB ARK 21SHARES BITCOIN ETF57.2K shares85.98%2026-03-312026-05-14

FBTC FIDELITY WISE ORIGIN BITCOIN21.5K shares-43.25%2026-03-312026-05-14

Sponsored

TMO THERMO FISHER SCIENTIFIC INC2.5K shares-4.36%2026-03-312026-05-14

VFH VANGUARD WORLD FD10.2K shares14.78%2026-03-312026-05-14

BA BOEING CO5.8K shares-7.92%2026-03-312026-05-14

HD HOME DEPOT INC3.4K shares-3.98%2026-03-312026-05-14

ORCL ORACLE CORP7.4K shares6.21%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F19.6K shares-1.32%2026-03-312026-05-14

AVY AVERY DENNISON CORP6.1K shares-3.14%2026-03-312026-05-14

PRAA PRA GROUP INC58.6K shares0.00%2026-03-312026-05-14

Sponsored

IWM ISHARES TR4.1K shares-1.00%2026-03-312026-05-14

VGT VANGUARD WORLD FD1.3K shares-34.75%2026-03-312026-05-14

AOMR ANGEL OAK MORTGAGE REIT INC113.3K shares-4.62%2026-03-312026-05-14

NFLX NETFLIX INC.9.5K shares5.03%2026-03-312026-05-14

IWF ISHARES TR2.0K shares0.00%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR28.3K shares105.07%2026-03-312026-05-14

MS MORGAN STANLEY5.2K shares0.76%2026-03-312026-05-14

EWJ ISHARES INC9.9K shares0.18%2026-03-312026-05-14

Sponsored

XLF SELECT SECTOR SPDR TR16.8K shares-1.87%2026-03-312026-05-14

GDX VANECK ETF TRUST9.0K shares0.00%2026-03-312026-05-14

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

MU MICRON TECHNOLOGY INC2.4K shares22.71%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR1.4K shares1.32%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON3.2K shares2.40%2026-03-312026-05-14

IYH ISHARES TR12.7K shares-7.48%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP3.6K shares0.76%2026-03-312026-05-14

Sponsored

XLV SELECT SECTOR SPDR TR5.2K shares6.81%2026-03-312026-05-14

EFA ISHARES TR7.7K shares0.00%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC2.2K shares34.79%2026-03-312026-05-14

XLI SELECT SECTOR SPDR TR4.6K shares-2.57%2026-03-312026-05-14

CME CME GROUP INC2.5K shares-3.06%2026-03-312026-05-14

FEZ SPDR INDEX SHS FDS11.8K shares0.30%2026-03-312026-05-14

GALT GALECTIN THERAPEUTICS INC258.6K shares26.71%2026-03-312026-05-14

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

Sponsored

IWD ISHARES TR3.3K shares0.12%2026-03-312026-05-14

ABT ABBOTT LABORATORIES6.9K shares-1.65%2026-03-312026-05-14

MUC BLACKROCK MUNIHLDNGS CALI68.3K shares196.64%2026-03-312026-05-14

ALM ALMONTY INDS INC48.6K shares-41.72%2026-03-312026-05-14

RTX RTX CORPORATION3.5K shares3.01%2026-03-312026-05-14

TJX TJX COS INC NEW4.2K shares-4.88%2026-03-312026-05-14

GRID FIRST TR EXCHANGE-TRADED FD4.1K shares-1.58%2026-03-312026-05-14

NTRS NORTHERN TR CORP4.7K shares-0.02%2026-03-312026-05-14

Sponsored

NEE NEXTERA ENERGY INC6.9K shares-3.31%2026-03-312026-05-14

XT ISHARES TR9.4K shares7.48%2026-03-312026-05-14

EEM ISHARES TR11.1K shares0.00%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC5.2K shares3.42%2026-03-312026-05-14

UTG REAVES UTIL INCOME FD15.8K shares0.00%2026-03-312026-05-14

PAAS PAN AMERN SILVER CORP11.2K shares0.00%2026-03-312026-05-14

IYJ ISHARES TR4.1K shares0.00%2026-03-312026-05-14

XLU SELECT SECTOR SPDR TR13.2K shares-5.65%2026-03-312026-05-14

Sponsored

ROBT FIRST TR EXCHANGE TRADED FD13.0K shares6.88%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC2.2K shares-5.60%2026-03-312026-05-14

VOX VANGUARD WORLD FD3.3K shares2.44%2026-03-312026-05-14

DHS WISDOMTREE TR5.4K shares76.67%2026-03-312026-05-14

LENZ LENZ THERAPEUTICS INC64.1K shares0.00%2026-03-312026-05-14

IYE ISHARES TR9.0K shares0.00%2026-03-312026-05-14

NSC NORFOLK SOUTHN CORP2.0K shares-0.10%2026-03-312026-05-14

SUB ISHARES TR5.4K shares-3.46%2026-03-312026-05-14

Sponsored

FNDX SCHWAB STRATEGIC TR19.6K shares0.05%2026-03-312026-05-14

IBIT ISHARES BITCOIN TRUST ETF14.1K shares231.20%2026-03-312026-05-14

FIGR FIGURE TECHNOLOGY SOLUTIO15.9K sharesnew addition2026-03-312026-05-14

GCAL GOLDMAN SACHS ETF TR10.5K shares-3.11%2026-03-312026-05-14

MO ALTRIA GROUP INC8.1K shares0.96%2026-03-312026-05-14

MCD MCDONALDS CORP1.7K shares-3.89%2026-03-312026-05-14

PH PARKER-HANNIFIN CORP582 shares0.00%2026-03-312026-05-14

SKYY FIRST TR EXCHANGE-TRADED FD4.8K shares8.91%2026-03-312026-05-14

Sponsored

DFUV DIMENSIONAL ETF TRUST10.5K shares0.11%2026-03-312026-05-14

VDC VANGUARD WORLD FD2.3K shares0.31%2026-03-312026-05-14

CIBR FIRST TR EXCHANGE-TRADED FD8.0K shares7.88%2026-03-312026-05-14

EWU ISHARES TR11.0K shares0.19%2026-03-312026-05-14

EBIZ GLOBAL X FDS18.5K shares8.55%2026-03-312026-05-14

DIA STATE STR SPDR DOW JONES IND1.1K shares0.00%2026-03-312026-05-14

IYC ISHARES TR5.1K shares-0.08%2026-03-312026-05-14

CEG CONSTELLATION ENERGY CORP1.7K shares-0.35%2026-03-312026-05-14

Sponsored

AEM AGNICO EAGLE MINES LTD2.3K shares-13.92%2026-03-312026-05-14

CVX CHEVRON CORPORATION2.2K shares4.27%2026-03-312026-05-14

CSCO CISCO SYS INC5.8K shares-3.40%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC2.2K shares-0.23%2026-03-312026-05-14

USB US BANCORP8.4K shares0.06%2026-03-312026-05-14

JEPI J P MORGAN EXCHANGE TRADED F7.7K shares8.74%2026-03-312026-05-14

FTXH FIRST TR EXCHANGE TRADED FD12.6K shares16.05%2026-03-312026-05-14

VUG VANGUARD INDEX FDS990 shares-16.88%2026-03-312026-05-14

Sponsored

IGM ISHARES TR3.6K shares0.00%2026-03-312026-05-14

MA MASTERCARD INCORPORATED846 shares-7.54%2026-03-312026-05-14

TIDAL TRUST III TIDAL TRUST III16.7K sharesnew addition2026-03-312026-05-14

EWC ISHARES INC7.5K shares0.00%2026-03-312026-05-14

DIS DISNEY WALT CO4.2K shares-4.07%2026-03-312026-05-14

BIP BROOKFIELD INFRASTRUCTURE PA11.3K shares0.00%2026-03-312026-05-14

PECO PHILLIPS EDISON & CO INC10.8K shares0.00%2026-03-312026-05-14

XLY SELECT SECTOR SPDR TR3.7K shares57.81%2026-03-312026-05-14

Sponsored

NOC NORTHROP GRUMMAN CORP587 shares0.86%2026-03-312026-05-14

IYM ISHARES TR2.3K shares0.18%2026-03-312026-05-14

CEV EATON VANCE CALIF MUN INCOM39.1K shares0.06%2026-03-312026-05-14

MSI MOTOROLA SOLUTIONS INC888 shares1.02%2026-03-312026-05-14

IGV ISHARES TR4.8K sharesnew addition2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC2.6K shares-2.15%2026-03-312026-05-14

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC3.4K shares-1.19%2026-03-312026-05-14

BAC BANK AMERICA CORP7.8K shares-2.98%2026-03-312026-05-14

Sponsored

ALLSPRING EXCHANGE TRADED FU ALLSPRING EXCHANGE TRADED FU15.0K shares-24.04%2026-03-312026-05-14

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

IYF ISHARES TR3.2K shares-25.56%2026-03-312026-05-14

FXH FIRST TR EXCHANGE-TRADED FD3.4K shares18.36%2026-03-312026-05-14

HYG ISHARES TR4.6K shares-1.32%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC2.2K shares-2.31%2026-03-312026-05-14

SRE SEMPRA3.7K shares0.56%2026-03-312026-05-14

VCV INVESCO CALIF VALUE MUN INCO34.6K shares0.08%2026-03-312026-05-14

Sponsored

UBER UBER TECHNOLOGIES INC5.0K shares-11.03%2026-03-312026-05-14

ARKK ARK ETF TR5.2K shares0.00%2026-03-312026-05-14

DNOV FIRST TR EXCHNG TRADED FD VI7.3K shares0.00%2026-03-312026-05-14

IJH ISHARES TR5.2K shares-3.44%2026-03-312026-05-14

DDOG DATADOG INC2.9K shares0.10%2026-03-312026-05-14

TXN TEXAS INSTRS INC1.8K shares6.83%2026-03-312026-05-14

SHY ISHARES TR4.2K sharesnew addition2026-03-312026-05-14

KO COCA COLA CO4.5K shares3.77%2026-03-312026-05-14

Sponsored

SHYG ISHARES TR8.1K shares-1.42%2026-03-312026-05-14

TPL TEXAS PACIFIC LAND CORPORATI719 shares0.70%2026-03-312026-05-14

AB ALLIANCEBERNSTEIN HLDG L P9.0K shares4.84%2026-03-312026-05-14

VIS VANGUARD WORLD FD1.1K shares4.57%2026-03-312026-05-14

XHE SPDR SERIES TRUST4.3K shares18.83%2026-03-312026-05-14

FLAX FRANKLIN TEMPLETON ETF TR10.6K shares0.00%2026-03-312026-05-14

KYN KAYNE ANDERSON ENERGY INFRST22.0K shares0.00%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO1.0K shares-3.44%2026-03-312026-05-14

Sponsored

GLW CORNING INC2.3K sharesnew addition2026-03-312026-05-14

EXC EXELON CORP6.4K shares-1.72%2026-03-312026-05-14

SCHG SCHWAB STRATEGIC TR10.7K shares0.00%2026-03-312026-05-14

VPU VANGUARD WORLD FD1.5K shares13.17%2026-03-312026-05-14

IVE ISHARES TR1.4K shares0.21%2026-03-312026-05-14

VBR VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-05-14

GEV GE VERNOVA INC343 sharesnew addition2026-03-312026-05-14

IEMG ISHARES INC4.3K shares-2.01%2026-03-312026-05-14

Sponsored

NOW SERVICENOW INC2.8K shares3.78%2026-03-312026-05-14

WY WEYERHAEUSER CO11.9K shares-0.90%2026-03-312026-05-14

FDX FEDEX CORP813 shares-24.51%2026-03-312026-05-14

RDDT REDDIT INC2.1K shares-3.27%2026-03-312026-05-14

VEU VANGUARD INTL EQUITY INDEX F3.8K shares1.90%2026-03-312026-05-14

MARB FIRST TR EXCH TRADED FD III13.8K shares-9.22%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC335 shares-13.88%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC2.5K shares-6.17%2026-03-312026-05-14

Sponsored

URGN UROGEN PHARMA LTD15.7K shares0.00%2026-03-312026-05-14

AAXJ ISHARES TR2.9K shares3.00%2026-03-312026-05-14

FLSW FRANKLIN TEMPLETON ETF TR6.8K shares0.00%2026-03-312026-05-14

RPM RPM INTL INC2.7K shares0.00%2026-03-312026-05-14

INTC INTEL CORP6.0K sharesnew addition2026-03-312026-05-14

PCQ PIMCO CALIF MUN INCOME FD30.9K shares0.06%2026-03-312026-05-14

XLC SELECT SECTOR SPDR TR2.4K shares0.00%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS1.1K shares-4.63%2026-03-312026-05-14

Sponsored

FCX FREEPORT MCMORAN INC4.4K shares2.87%2026-03-312026-05-14

IXP ISHARES TR2.2K shares0.00%2026-03-312026-05-14

CSX CSX CORP6.2K shares-0.59%2026-03-312026-05-14

FXU FIRST TR EXCHANGE-TRADED FD5.1K shares0.00%2026-03-312026-05-14

WFC WELLS FARGO & CO3.2K shares0.44%2026-03-312026-05-14

STIP ISHARES TR2.4K shares-1.08%2026-03-312026-05-14

ADI ANALOG DEVICES INC765 shares-2.55%2026-03-312026-05-14

UNP UNION PAC CORP1.0K shares-1.47%2026-03-312026-05-14

Sponsored

VGK VANGUARD INTL EQUITY INDEX F2.9K shares-8.00%2026-03-312026-05-14

IRT INDEPENDENCE RLTY TR INC16.2K shares0.00%2026-03-312026-05-14

PGR PROGRESSIVE CORP1.2K shares-0.33%2026-03-312026-05-14

MCK MCKESSON CORP272 shares0.37%2026-03-312026-05-14

ITW ILLINOIS TOOL WKS INC904 shares0.33%2026-03-312026-05-14

PFE PFIZER INC8.3K sharesnew addition2026-03-312026-05-14

DHR DANAHER CORP DEL1.2K shares-6.59%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC4.6K sharesnew addition2026-03-312026-05-14

Sponsored

CEF SPROTT ASSET MANAGEMENT LP4.9K shares0.00%2026-03-312026-05-14

ICLN ISHARES TR12.6K shares0.00%2026-03-312026-05-14

RSPG INVESCO EXCHANGE TRADED FD T2.1K sharesnew addition2026-03-312026-05-14

RSPT INVESCO EXCHANGE TRADED FD T5.0K shares0.00%2026-03-312026-05-14

AGG ISHARES TR2.2K shares-2.29%2026-03-312026-05-14

SYK STRYKER CORPORATION662 shares-0.45%2026-03-312026-05-14

MDY STATE STR SPDR S&P MIDCAP 40352 shares-9.97%2026-03-312026-05-14

MOAT VANECK ETF TRUST2.2K shares-5.68%2026-03-312026-05-14

Sponsored

LYFT LYFT INC16.1K shares0.00%2026-03-312026-05-14

LWAY LIFEWAY FOODS INC11.0K sharesnew addition2026-03-312026-05-14

LINDE PLC LINDE PLC422 sharesnew addition2026-03-312026-05-14

VPL VANGUARD INTL EQUITY INDEX F2.1K shares-9.73%2026-03-312026-05-14

IVW ISHARES TR1.8K shares-9.80%2026-03-312026-05-14

VDE VANGUARD WORLD FD1.2K sharesnew addition2026-03-312026-05-14

IWS ISHARES TR1.4K sharesnew addition2026-03-312026-05-14

APA CORPORATION APA CORPORATION4.8K sharesnew addition2026-03-312026-05-14

Sponsored

FLAU FRANKLIN TEMPLETON ETF TR6.1K sharesnew addition2026-03-312026-05-14

BOE BLACKROCK ENHANCED GLOBAL12.9K shares0.00%2026-03-312026-05-14

KRMD KORU MEDICAL SYSTEMS INC29.9K shares51.60%2026-03-312026-05-14

REFI CHICAGO ATLANTIC REAL ESTATE10.1K shares0.00%2026-03-312026-05-14

DSL DOUBLELINE INCOME SOLUTIONS10.1K shares0.00%2026-03-312026-05-14

BZAI BLAIZE HLDGS INC37.4K shares0.00%2026-03-312026-05-14

PLG PLATINUM GROUP METALS LTD24.0K shares0.00%2026-03-312026-05-14

NAK NORTHERN DYNASTY MINERALS LT20.0K shares-31.03%2026-03-312026-05-14

Sponsored

XTI AEROSPACE INC XTI AEROSPACE INC11.0K shares10.00%2026-03-312026-05-14

AAPL

APPLE INC

-2.25%

Shares147.2K

Event2026-03-31

Filed2026-05-14

AMAT

APPLIED MATLS INC

-6.72%

Shares82.7K

Event2026-03-31

Filed2026-05-14

SPYM

SPDR SERIES TRUST

8.24%

Shares363.0K

Event2026-03-31

Filed2026-05-14

SPDW

SPDR INDEX SHS FDS

16.87%

Shares515.7K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

-0.63%

Shares119.7K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-4.08%

Shares69.0K

Event2026-03-31

Filed2026-05-14

BWA

BORGWARNER INC

-6.90%

Shares343.0K

Event2026-03-31

Filed2026-05-14

BANK NEW YORK MELLON CORP

-5.74%

Shares153.5K

Event2026-03-31

Filed2026-05-14

GBIL

GOLDMAN SACHS ETF TR

8.96%

Shares174.0K

Event2026-03-31

Filed2026-05-14

SLV

ISHARES SILVER TR

-10.66%

Shares255.3K

Event2026-03-31

Filed2026-05-14

AMGN

AMGEN INC

-4.72%

Shares46.7K

Event2026-03-31

Filed2026-05-14

SCHW

SCHWAB CHARLES CORP

-7.22%

Shares159.4K

Event2026-03-31

Filed2026-05-14

SCHX

SCHWAB STRATEGIC TR

1.72%

Shares552.5K

Event2026-03-31

Filed2026-05-14

SCHO

SCHWAB STRATEGIC TR

2.32%

Shares555.6K

Event2026-03-31

Filed2026-05-14

MEDTRONIC PLC

-6.27%

Shares147.4K

Event2026-03-31

Filed2026-05-14

SCHF

SCHWAB STRATEGIC TR

0.65%

Shares506.3K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

-1.88%

Shares16.9K

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR

-4.17%

Shares115.2K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

3.08%

Shares21.7K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

-3.43%

Shares12.6K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

-0.81%

Shares9.7K

Event2026-03-31

Filed2026-05-14

SPMD

SPDR SERIES TRUST

11.12%

Shares147.3K

Event2026-03-31

Filed2026-05-14

MARVELL TECHNOLOGY INC

-5.51%

Shares87.6K

Event2026-03-31

Filed2026-05-14

SPSM

SPDR SERIES TRUST

12.51%

Shares172.3K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

-0.12%

Shares21.7K

Event2026-03-31

Filed2026-05-14

ON SEMICONDUCTOR CORP

-3.04%

Shares129.2K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

-2.51%

Shares24.4K

Event2026-03-31

Filed2026-05-14

DVY

ISHARES TR

0.02%

Shares45.7K

Event2026-03-31

Filed2026-05-14

SCHA

SCHWAB STRATEGIC TR

-0.08%

Shares237.4K

Event2026-03-31

Filed2026-05-14

DEERE & CO

-4.19%

Shares12.1K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-3.88%

Shares18.1K

Event2026-03-31

Filed2026-05-14

CVS

CVS HEALTH CORP

-7.79%

Shares91.7K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

0.56%

Shares40.2K

Event2026-03-31

Filed2026-05-14

WBD

WARNER BROS DISCOVERY INC

-0.82%

Shares222.3K

Event2026-03-31

Filed2026-05-14

LMBS

FIRST TR EXCHANGE-TRADED FD

8.34%

Shares120.3K

Event2026-03-31

Filed2026-05-14

VISA INC

-3.16%

Shares19.3K

Event2026-03-31

Filed2026-05-14

ZBH

ZIMMER BIOMET HOLDINGS INC

-1.03%

Shares63.5K

Event2026-03-31

Filed2026-05-14

SCHB

SCHWAB STRATEGIC TR

-0.78%

Shares228.1K

Event2026-03-31

Filed2026-05-14

ACWI

ISHARES TR

4.15%

Shares39.1K

Event2026-03-31

Filed2026-05-14

SPEM

SPDR INDEX SHS FDS

23.69%

Shares111.2K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

-2.22%

Shares25.8K

Event2026-03-31

Filed2026-05-14

NUE

NUCOR CORP

-2.04%

Shares29.7K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-1.61%

Shares17.1K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

-0.89%

Shares7.3K

Event2026-03-31

Filed2026-05-14

UPS

UNITED PARCEL SVCS INC

-4.19%

Shares47.9K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-0.29%

Shares21.0K

Event2026-03-31

Filed2026-05-14

GLPI

GAMING & LEISURE P

-3.99%

Shares96.1K

Event2026-03-31

Filed2026-05-14

SCHE

SCHWAB STRATEGIC TR

0.86%

Shares126.0K

Event2026-03-31

Filed2026-05-14

SCHM

SCHWAB STRATEGIC TR

1.05%

Shares131.8K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

1.34%

Shares6.7K

Event2026-03-31

Filed2026-05-14

AAAU

GOLDMAN SACHS PHYSICAL GOLD

-3.44%

Shares85.1K

Event2026-03-31

Filed2026-05-14

FNDF

SCHWAB STRATEGIC TR

-3.90%

Shares76.9K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

-0.86%

Shares55.8K

Event2026-03-31

Filed2026-05-14

GRNY

TIDAL TRUST I

11.62%

Shares147.2K

Event2026-03-31

Filed2026-05-14

PNR

PENTAIR PLC

-3.88%

Shares38.2K

Event2026-03-31

Filed2026-05-14

SLB

SLB LIMITED

-3.39%

Shares64.6K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

-0.85%

Shares23.3K

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

19.96%

Shares21.5K

Event2026-03-31

Filed2026-05-14

RHI

ROBERT HALF INC.

-6.78%

Shares111.0K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

-0.75%

Shares5.8K

Event2026-03-31

Filed2026-05-14

IDEV

ISHARES TR

0.00%

Shares32.5K

Event2026-03-31

Filed2026-05-14

FNDE

SCHWAB STRATEGIC TR

-2.45%

Shares69.4K

Event2026-03-31

Filed2026-05-14

ITOT

ISHARES TR

-4.88%

Shares18.6K

Event2026-03-31

Filed2026-05-14

AT&T INC

-6.85%

Shares90.6K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-2.55%

Shares8.9K

Event2026-03-31

Filed2026-05-14

LULU

LULULEMON ATHLETICA INC

-4.81%

Shares16.9K

Event2026-03-31

Filed2026-05-14

COIN

COINBASE GLOBAL INC

2.56%

Shares14.5K

Event2026-03-31

Filed2026-05-14

SCHH

SCHWAB STRATEGIC TR

6.01%

Shares111.2K

Event2026-03-31

Filed2026-05-14

SPTS

SPDR SERIES TRUST

-3.97%

Shares81.7K

Event2026-03-31

Filed2026-05-14

META

META PLATFORMS INC

-71.27%

Shares4.1K

Event2026-03-31

Filed2026-05-14

IMCV

ISHARES TR

-1.57%

Shares27.1K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-0.84%

Shares8.2K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.17%

Shares7.2K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

-7.10%

Shares21.5K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

-1.17%

Shares1.9K

Event2026-03-31

Filed2026-05-14

AVDV

AMERICAN CENTY ETF TR

-3.86%

Shares18.8K

Event2026-03-31

Filed2026-05-14

AVUV

AMERICAN CENTY ETF TR

-0.92%

Shares16.6K

Event2026-03-31

Filed2026-05-14

VHT

VANGUARD WORLD FD

-0.37%

Shares6.4K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

-0.92%

Shares5.5K

Event2026-03-31

Filed2026-05-14

VNQ

VANGUARD INDEX FDS

1.45%

Shares19.0K

Event2026-03-31

Filed2026-05-14

PSBD

PALMER SQUARE CAPITAL BDC IN

-22.09%

Shares167.8K

Event2026-03-31

Filed2026-05-14

HALO

HALOZYME THERAPEUTICS INC

-11.52%

Shares24.5K

Event2026-03-31

Filed2026-05-14

DNP

DNP SELECT INCOME FD INC

0.00%

Shares152.2K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

-1.21%

Shares7.2K

Event2026-03-31

Filed2026-05-14

IYW

ISHARES TR

-0.01%

Shares8.5K

Event2026-03-31

Filed2026-05-14

VANGUARD INTL EQUITY INDEX F

0.34%

Shares10.9K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

1.05%

Shares6.8K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

-0.68%

Shares11.8K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

-0.74%

Shares10.1K

Event2026-03-31

Filed2026-05-14

EZU

ISHARES INC

0.00%

Shares22.6K

Event2026-03-31

Filed2026-05-14

IWR

ISHARES TR

0.00%

Shares14.5K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

0.50%

Shares8.0K

Event2026-03-31

Filed2026-05-14

EEMA

ISHARES INC

0.28%

Shares13.8K

Event2026-03-31

Filed2026-05-14

GE AEROSPACE

8.84%

Shares4.6K

Event2026-03-31

Filed2026-05-14

ARKB

ARK 21SHARES BITCOIN ETF

85.98%

Shares57.2K

Event2026-03-31

Filed2026-05-14

FBTC

FIDELITY WISE ORIGIN BITCOIN

-43.25%

Shares21.5K

Event2026-03-31

Filed2026-05-14

TMO

THERMO FISHER SCIENTIFIC INC

-4.36%

Shares2.5K

Event2026-03-31

Filed2026-05-14

VFH

VANGUARD WORLD FD

14.78%

Shares10.2K

Event2026-03-31

Filed2026-05-14

BOEING CO

-7.92%

Shares5.8K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

-3.98%

Shares3.4K

Event2026-03-31

Filed2026-05-14

ORCL

ORACLE CORP

6.21%

Shares7.4K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

-1.32%

Shares19.6K

Event2026-03-31

Filed2026-05-14

AVY

AVERY DENNISON CORP

-3.14%

Shares6.1K

Event2026-03-31

Filed2026-05-14

PRAA

PRA GROUP INC

0.00%

Shares58.6K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

-1.00%

Shares4.1K

Event2026-03-31

Filed2026-05-14

VGT

VANGUARD WORLD FD

-34.75%

Shares1.3K

Event2026-03-31

Filed2026-05-14

AOMR

ANGEL OAK MORTGAGE REIT INC

-4.62%

Shares113.3K

Event2026-03-31

Filed2026-05-14

NFLX

NETFLIX INC.

5.03%

Shares9.5K

Event2026-03-31

Filed2026-05-14

IWF

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

105.07%

Shares28.3K

Event2026-03-31

Filed2026-05-14

MORGAN STANLEY

0.76%

Shares5.2K

Event2026-03-31

Filed2026-05-14

EWJ

ISHARES INC

0.18%

Shares9.9K

Event2026-03-31

Filed2026-05-14

XLF

SELECT SECTOR SPDR TR

-1.87%

Shares16.8K

Event2026-03-31

Filed2026-05-14

GDX

VANECK ETF TRUST

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-14

OEF

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-14

MICRON TECHNOLOGY INC

22.71%

Shares2.4K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

1.32%

Shares1.4K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

2.40%

Shares3.2K

Event2026-03-31

Filed2026-05-14

IYH

ISHARES TR

-7.48%

Shares12.7K

Event2026-03-31

Filed2026-05-14

LAM RESEARCH CORP

0.76%

Shares3.6K

Event2026-03-31

Filed2026-05-14

XLV

SELECT SECTOR SPDR TR

6.81%

Shares5.2K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

34.79%

Shares2.2K

Event2026-03-31

Filed2026-05-14

XLI

SELECT SECTOR SPDR TR

-2.57%

Shares4.6K

Event2026-03-31

Filed2026-05-14

CME

CME GROUP INC

-3.06%

Shares2.5K

Event2026-03-31

Filed2026-05-14

FEZ

SPDR INDEX SHS FDS

0.30%

Shares11.8K

Event2026-03-31

Filed2026-05-14

GALT

GALECTIN THERAPEUTICS INC

26.71%

Shares258.6K

Event2026-03-31

Filed2026-05-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-05-14

IWD

ISHARES TR

0.12%

Shares3.3K

Event2026-03-31

Filed2026-05-14

ABT

ABBOTT LABORATORIES

-1.65%

Shares6.9K

Event2026-03-31

Filed2026-05-14

MUC

BLACKROCK MUNIHLDNGS CALI

196.64%

Shares68.3K

Event2026-03-31

Filed2026-05-14

ALM

ALMONTY INDS INC

-41.72%

Shares48.6K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

3.01%

Shares3.5K

Event2026-03-31

Filed2026-05-14

TJX

TJX COS INC NEW

-4.88%

Shares4.2K

Event2026-03-31

Filed2026-05-14

GRID

FIRST TR EXCHANGE-TRADED FD

-1.58%

Shares4.1K

Event2026-03-31

Filed2026-05-14

NTRS

NORTHERN TR CORP

-0.02%

Shares4.7K

Event2026-03-31

Filed2026-05-14

NEE

NEXTERA ENERGY INC

-3.31%

Shares6.9K

Event2026-03-31

Filed2026-05-14

ISHARES TR

7.48%

Shares9.4K

Event2026-03-31

Filed2026-05-14

EEM

ISHARES TR

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-14

MERCK & CO INC

3.42%

Shares5.2K

Event2026-03-31

Filed2026-05-14

UTG

REAVES UTIL INCOME FD

0.00%

Shares15.8K

Event2026-03-31

Filed2026-05-14

PAAS

PAN AMERN SILVER CORP

0.00%

Shares11.2K

Event2026-03-31

Filed2026-05-14

IYJ

ISHARES TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-14

XLU

SELECT SECTOR SPDR TR

-5.65%

Shares13.2K

Event2026-03-31

Filed2026-05-14

ROBT

FIRST TR EXCHANGE TRADED FD

6.88%

Shares13.0K

Event2026-03-31

Filed2026-05-14

UNH

UNITEDHEALTH GROUP INC

-5.60%

Shares2.2K

Event2026-03-31

Filed2026-05-14

VOX

VANGUARD WORLD FD

2.44%

Shares3.3K

Event2026-03-31

Filed2026-05-14

DHS

WISDOMTREE TR

76.67%

Shares5.4K

Event2026-03-31

Filed2026-05-14

LENZ

LENZ THERAPEUTICS INC

0.00%

Shares64.1K

Event2026-03-31

Filed2026-05-14

IYE

ISHARES TR

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-14

NSC

NORFOLK SOUTHN CORP

-0.10%

Shares2.0K

Event2026-03-31

Filed2026-05-14

SUB

ISHARES TR

-3.46%

Shares5.4K

Event2026-03-31

Filed2026-05-14

FNDX

SCHWAB STRATEGIC TR

0.05%

Shares19.6K

Event2026-03-31

Filed2026-05-14

IBIT

ISHARES BITCOIN TRUST ETF

231.20%

Shares14.1K

Event2026-03-31

Filed2026-05-14

FIGR

FIGURE TECHNOLOGY SOLUTIO

New

Shares15.9K

Event2026-03-31

Filed2026-05-14

GCAL

GOLDMAN SACHS ETF TR

-3.11%

Shares10.5K

Event2026-03-31

Filed2026-05-14

ALTRIA GROUP INC

0.96%

Shares8.1K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

-3.89%

Shares1.7K

Event2026-03-31

Filed2026-05-14

PARKER-HANNIFIN CORP

0.00%

Shares582

Event2026-03-31

Filed2026-05-14

SKYY

FIRST TR EXCHANGE-TRADED FD

8.91%

Shares4.8K

Event2026-03-31

Filed2026-05-14

DFUV

DIMENSIONAL ETF TRUST

0.11%

Shares10.5K

Event2026-03-31

Filed2026-05-14

VDC

VANGUARD WORLD FD

0.31%

Shares2.3K

Event2026-03-31

Filed2026-05-14

CIBR

FIRST TR EXCHANGE-TRADED FD

7.88%

Shares8.0K

Event2026-03-31

Filed2026-05-14

EWU

ISHARES TR

0.19%

Shares11.0K

Event2026-03-31

Filed2026-05-14

EBIZ

GLOBAL X FDS

8.55%

Shares18.5K

Event2026-03-31

Filed2026-05-14

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

IYC

ISHARES TR

-0.08%

Shares5.1K

Event2026-03-31

Filed2026-05-14

CEG

CONSTELLATION ENERGY CORP

-0.35%

Shares1.7K

Event2026-03-31

Filed2026-05-14

AEM

AGNICO EAGLE MINES LTD

-13.92%

Shares2.3K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

4.27%

Shares2.2K

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

-3.40%

Shares5.8K

Event2026-03-31

Filed2026-05-14

AMD

ADVANCED MICRO DEVICES INC

-0.23%

Shares2.2K

Event2026-03-31

Filed2026-05-14

USB

US BANCORP

0.06%

Shares8.4K

Event2026-03-31

Filed2026-05-14

JEPI

J P MORGAN EXCHANGE TRADED F

8.74%

Shares7.7K

Event2026-03-31

Filed2026-05-14

FTXH

FIRST TR EXCHANGE TRADED FD

16.05%

Shares12.6K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

-16.88%

Shares990

Event2026-03-31

Filed2026-05-14

IGM

ISHARES TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

-7.54%

Shares846

Event2026-03-31

Filed2026-05-14

TIDAL TRUST III

New

Shares16.7K

Event2026-03-31

Filed2026-05-14

EWC

ISHARES INC

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-14

DIS

DISNEY WALT CO

-4.07%

Shares4.2K

Event2026-03-31

Filed2026-05-14

BIP

BROOKFIELD INFRASTRUCTURE PA

0.00%

Shares11.3K

Event2026-03-31

Filed2026-05-14

PECO

PHILLIPS EDISON & CO INC

0.00%

Shares10.8K

Event2026-03-31

Filed2026-05-14

XLY

SELECT SECTOR SPDR TR

57.81%

Shares3.7K

Event2026-03-31

Filed2026-05-14

NOC

NORTHROP GRUMMAN CORP

0.86%

Shares587

Event2026-03-31

Filed2026-05-14

IYM

ISHARES TR

0.18%

Shares2.3K

Event2026-03-31

Filed2026-05-14

CEV

EATON VANCE CALIF MUN INCOM

0.06%

Shares39.1K

Event2026-03-31

Filed2026-05-14

MSI

MOTOROLA SOLUTIONS INC

1.02%

Shares888

Event2026-03-31

Filed2026-05-14

IGV

ISHARES TR

New

Shares4.8K

Event2026-03-31

Filed2026-05-14

PLTR

PALANTIR TECHNOLOGIES INC

-2.15%

Shares2.6K

Event2026-03-31

Filed2026-05-14

APOLLO GLOBAL MGMT INC

-1.19%

Shares3.4K

Event2026-03-31

Filed2026-05-14

BAC

BANK AMERICA CORP

-2.98%

Shares7.8K

Event2026-03-31

Filed2026-05-14

ALLSPRING EXCHANGE TRADED FU

-24.04%

Shares15.0K

Event2026-03-31

Filed2026-05-14

ESGU

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-14

IYF

ISHARES TR

-25.56%

Shares3.2K

Event2026-03-31

Filed2026-05-14

FXH

FIRST TR EXCHANGE-TRADED FD

18.36%

Shares3.4K

Event2026-03-31

Filed2026-05-14

HYG

ISHARES TR

-1.32%

Shares4.6K

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

-2.31%

Shares2.2K

Event2026-03-31

Filed2026-05-14

SRE

SEMPRA

0.56%

Shares3.7K

Event2026-03-31

Filed2026-05-14

VCV

INVESCO CALIF VALUE MUN INCO

0.08%

Shares34.6K

Event2026-03-31

Filed2026-05-14

UBER

UBER TECHNOLOGIES INC

-11.03%

Shares5.0K

Event2026-03-31

Filed2026-05-14

ARKK

ARK ETF TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-14

DNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

-3.44%

Shares5.2K

Event2026-03-31

Filed2026-05-14

DDOG

DATADOG INC

0.10%

Shares2.9K

Event2026-03-31

Filed2026-05-14

TXN

TEXAS INSTRS INC

6.83%

Shares1.8K

Event2026-03-31

Filed2026-05-14

SHY

ISHARES TR

New

Shares4.2K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

3.77%

Shares4.5K

Event2026-03-31

Filed2026-05-14

SHYG

ISHARES TR

-1.42%

Shares8.1K

Event2026-03-31

Filed2026-05-14

TPL

TEXAS PACIFIC LAND CORPORATI

0.70%

Shares719

Event2026-03-31

Filed2026-05-14

ALLIANCEBERNSTEIN HLDG L P

4.84%

Shares9.0K

Event2026-03-31

Filed2026-05-14

VIS

VANGUARD WORLD FD

4.57%

Shares1.1K

Event2026-03-31

Filed2026-05-14

XHE

SPDR SERIES TRUST

18.83%

Shares4.3K

Event2026-03-31

Filed2026-05-14

FLAX

FRANKLIN TEMPLETON ETF TR

0.00%

Shares10.6K

Event2026-03-31

Filed2026-05-14

KYN

KAYNE ANDERSON ENERGY INFRST

0.00%

Shares22.0K

Event2026-03-31

Filed2026-05-14

AXP

AMERICAN EXPRESS CO

-3.44%

Shares1.0K

Event2026-03-31

Filed2026-05-14

GLW

CORNING INC

New

Shares2.3K

Event2026-03-31

Filed2026-05-14

EXC

EXELON CORP

-1.72%

Shares6.4K

Event2026-03-31

Filed2026-05-14

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-14

VPU

VANGUARD WORLD FD

13.17%

Shares1.5K

Event2026-03-31

Filed2026-05-14

IVE

ISHARES TR

0.21%

Shares1.4K

Event2026-03-31

Filed2026-05-14

VBR

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

New

Shares343

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

-2.01%

Shares4.3K

Event2026-03-31

Filed2026-05-14

NOW

SERVICENOW INC

3.78%

Shares2.8K

Event2026-03-31

Filed2026-05-14

WEYERHAEUSER CO

-0.90%

Shares11.9K

Event2026-03-31

Filed2026-05-14

FDX

FEDEX CORP

-24.51%

Shares813

Event2026-03-31

Filed2026-05-14

RDDT

REDDIT INC

-3.27%

Shares2.1K

Event2026-03-31

Filed2026-05-14

VEU

VANGUARD INTL EQUITY INDEX F

1.90%

Shares3.8K

Event2026-03-31

Filed2026-05-14

MARB

FIRST TR EXCH TRADED FD III

-9.22%

Shares13.8K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC

-13.88%

Shares335

Event2026-03-31

Filed2026-05-14

CITIGROUP INC

-6.17%

Shares2.5K

Event2026-03-31

Filed2026-05-14

URGN

UROGEN PHARMA LTD

0.00%

Shares15.7K

Event2026-03-31

Filed2026-05-14

AAXJ

ISHARES TR

3.00%

Shares2.9K

Event2026-03-31

Filed2026-05-14

FLSW

FRANKLIN TEMPLETON ETF TR

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-14

RPM

RPM INTL INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-14

INTC

INTEL CORP

New

Shares6.0K

Event2026-03-31

Filed2026-05-14

PCQ

PIMCO CALIF MUN INCOME FD

0.06%

Shares30.9K

Event2026-03-31

Filed2026-05-14

XLC

SELECT SECTOR SPDR TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-14

IBM

INTERNATIONAL BUSINESS MACHS

-4.63%

Shares1.1K

Event2026-03-31

Filed2026-05-14

FCX

FREEPORT MCMORAN INC

2.87%

Shares4.4K

Event2026-03-31

Filed2026-05-14

IXP

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

CSX

CSX CORP

-0.59%

Shares6.2K

Event2026-03-31

Filed2026-05-14

FXU

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-14

WFC

WELLS FARGO & CO

0.44%

Shares3.2K

Event2026-03-31

Filed2026-05-14

STIP

ISHARES TR

-1.08%

Shares2.4K

Event2026-03-31

Filed2026-05-14

ADI

ANALOG DEVICES INC

-2.55%

Shares765

Event2026-03-31

Filed2026-05-14

UNP

UNION PAC CORP

-1.47%

Shares1.0K

Event2026-03-31

Filed2026-05-14

VGK

VANGUARD INTL EQUITY INDEX F

-8.00%

Shares2.9K

Event2026-03-31

Filed2026-05-14

IRT

INDEPENDENCE RLTY TR INC

0.00%

Shares16.2K

Event2026-03-31

Filed2026-05-14

PGR

PROGRESSIVE CORP

-0.33%

Shares1.2K

Event2026-03-31

Filed2026-05-14

MCK

MCKESSON CORP

0.37%

Shares272

Event2026-03-31

Filed2026-05-14

ITW

ILLINOIS TOOL WKS INC

0.33%

Shares904

Event2026-03-31

Filed2026-05-14

PFE

PFIZER INC

New

Shares8.3K

Event2026-03-31

Filed2026-05-14

DHR

DANAHER CORP DEL

-6.59%

Shares1.2K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

New

Shares4.6K

Event2026-03-31

Filed2026-05-14

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-14

ICLN

ISHARES TR

0.00%

Shares12.6K

Event2026-03-31

Filed2026-05-14

RSPG

INVESCO EXCHANGE TRADED FD T

New

Shares2.1K

Event2026-03-31

Filed2026-05-14

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

-2.29%

Shares2.2K

Event2026-03-31

Filed2026-05-14

SYK

STRYKER CORPORATION

-0.45%

Shares662

Event2026-03-31

Filed2026-05-14

MDY

STATE STR SPDR S&P MIDCAP 40

-9.97%

Shares352

Event2026-03-31

Filed2026-05-14

MOAT

VANECK ETF TRUST

-5.68%

Shares2.2K

Event2026-03-31

Filed2026-05-14

LYFT

LYFT INC

0.00%

Shares16.1K

Event2026-03-31

Filed2026-05-14

LWAY

LIFEWAY FOODS INC

New

Shares11.0K

Event2026-03-31

Filed2026-05-14

LINDE PLC

New

Shares422

Event2026-03-31

Filed2026-05-14

VPL

VANGUARD INTL EQUITY INDEX F

-9.73%

Shares2.1K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

-9.80%

Shares1.8K

Event2026-03-31

Filed2026-05-14

VDE

VANGUARD WORLD FD

New

Shares1.2K

Event2026-03-31

Filed2026-05-14

IWS

ISHARES TR

New

Shares1.4K

Event2026-03-31

Filed2026-05-14

APA CORPORATION

New

Shares4.8K

Event2026-03-31

Filed2026-05-14

FLAU

FRANKLIN TEMPLETON ETF TR

New

Shares6.1K

Event2026-03-31

Filed2026-05-14

BOE

BLACKROCK ENHANCED GLOBAL

0.00%

Shares12.9K

Event2026-03-31

Filed2026-05-14

KRMD

KORU MEDICAL SYSTEMS INC

51.60%

Shares29.9K

Event2026-03-31

Filed2026-05-14

REFI

CHICAGO ATLANTIC REAL ESTATE

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-14

DSL

DOUBLELINE INCOME SOLUTIONS

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-14

BZAI

BLAIZE HLDGS INC

0.00%

Shares37.4K

Event2026-03-31

Filed2026-05-14

PLG

PLATINUM GROUP METALS LTD

0.00%

Shares24.0K

Event2026-03-31

Filed2026-05-14

NAK

NORTHERN DYNASTY MINERALS LT

-31.03%

Shares20.0K

Event2026-03-31

Filed2026-05-14

XTI AEROSPACE INC

10.00%

Shares11.0K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

MU Call CallMICRON TECHNOLOGY INC300 sharesnew addition2026-03-312026-05-14

META Call CallMETA PLATFORMS INC100 sharesnew addition2026-03-312026-05-14

AMZN Call CallAMAZON COM INC200 sharesnew addition2026-03-312026-05-14

NVDA Call CallNVIDIA CORPORATION100 sharesnew addition2026-03-312026-05-14

NUE Call CallNUCOR CORP100 sharesnew addition2026-03-312026-05-14

UPS Call CallUNITED PARCEL SVCS INC100 sharesnew addition2026-03-312026-05-14

INTC Call CallINTEL CORP200 sharesnew addition2026-03-312026-05-14

ON Call CallON SEMICONDUCTOR CORP100 sharesnew addition2026-03-312026-05-14

WBD Call CallWARNER BROS DISCOVERY INC200 sharesnew addition2026-03-312026-05-14

MU Call

MICRON TECHNOLOGY INC

New

Shares300

Event2026-03-31

Filed2026-05-14

META Call

META PLATFORMS INC

New

Shares100

Event2026-03-31

Filed2026-05-14

AMZN Call

AMAZON COM INC

New

Shares200

Event2026-03-31

Filed2026-05-14

NVDA Call

NVIDIA CORPORATION

New

Shares100

Event2026-03-31

Filed2026-05-14

NUE Call

NUCOR CORP

New

Shares100

Event2026-03-31

Filed2026-05-14

UPS Call

UNITED PARCEL SVCS INC

New

Shares100

Event2026-03-31

Filed2026-05-14

INTC Call

INTEL CORP

New

Shares200

Event2026-03-31

Filed2026-05-14

ON Call

ON SEMICONDUCTOR CORP

New

Shares100

Event2026-03-31

Filed2026-05-14

WBD Call

WARNER BROS DISCOVERY INC

New

Shares200

Event2026-03-31

Filed2026-05-14

Put Option Holdings

No put option holdings data available