Sponsored
The Analysis of WEALTH EFFECTS LLC's Holdings & P&L
Currently, WEALTH EFFECTS LLC holds 237 types of securities in its portfolio with a total value $282.2M. In the most recent quarter, they have increased their positions in RBRK (+35.1K shares, valued at $1.7M), ALAB (+14.8K shares, valued at $1.6M), MELI (+930 shares, valued at $1.6M); decreased their positions in ESTC (-12.9K shares, valued at $644.2K), SLV (-6.3K shares, valued at $428.5K), FSLY (-12.8K shares, valued at $373.4K); initiated new positions in RBRK (+35.1K shares, valued at $1.7M), ALAB (+14.8K shares, valued at $1.6M), SNDK (+1.1K shares, valued at $673.5K).
1M P&L
+22.6M+8.74%
3M P&L
+17.3M+6.56%
HY P&L
+31.4M+12.58%
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/A63.9M
26.4%
2Semiconductors37.7M
15.6%
3Consumer Electronics20.4M
8.4%
Top Industries by Stock Count
1N/A90 stocks
41.5%
2Software - Infrastructure9 stocks
4.1%
3Drug Manufacturers - General7 stocks
3.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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NVDA
-0.91%NVIDIA CORPORATION
Shares157.0K
Event2026-03-31
Filed2026-04-21
AAPL
-1.61%APPLE INC
Shares80.6K
Event2026-03-31
Filed2026-04-21
AMZN
2.68%AMAZON COM INC
Shares63.6K
Event2026-03-31
Filed2026-04-21
ARROWHEAD PHARMACEUTICALS IN
0.00%ARROWHEAD PHARMACEUTICALS IN
Shares143.3K
Event2026-03-31
Filed2026-04-21
VTI
0.55%VANGUARD INDEX FDS
Shares27.6K
Event2026-03-31
Filed2026-04-21
JPM
0.43%JPMORGAN CHASE & CO
Shares29.7K
Event2026-03-31
Filed2026-04-21
ALPHABET INC
0.29%ALPHABET INC
Shares29.1K
Event2026-03-31
Filed2026-04-21
MU
7.45%MICRON TECHNOLOGY INC
Shares20.8K
Event2026-03-31
Filed2026-04-21
META
1.47%META PLATFORMS INC
Shares11.2K
Event2026-03-31
Filed2026-04-21
MSFT
2.40%MICROSOFT CORP
Shares16.9K
Event2026-03-31
Filed2026-04-21
BROADCOM INC
2.12%BROADCOM INC
Shares14.5K
Event2026-03-31
Filed2026-04-21
DOCN
-1.22%DIGITALOCEAN HLDGS INC
Shares44.7K
Event2026-03-31
Filed2026-04-21
BLACKSTONE INC
24.18%BLACKSTONE INC
Shares29.9K
Event2026-03-31
Filed2026-04-21
UTG
7.46%REAVES UTIL INCOME FD
Shares82.9K
Event2026-03-31
Filed2026-04-21
CVX
-2.23%CHEVRON CORPORATION
Shares15.0K
Event2026-03-31
Filed2026-04-21
IBM
7.08%INTERNATIONAL BUSINESS MACHS
Shares12.7K
Event2026-03-31
Filed2026-04-21
IVV
2.29%ISHARES TR
Shares4.4K
Event2026-03-31
Filed2026-04-21
BERKSHIRE HATHAWAY INC DEL
0.09%BERKSHIRE HATHAWAY INC DEL
Shares5.3K
Event2026-03-31
Filed2026-04-21
TSLA
-9.38%TESLA INC
Shares6.7K
Event2026-03-31
Filed2026-04-21
KVUE
30.74%KENVUE INC
Shares142.5K
Event2026-03-31
Filed2026-04-21
RDVY
0.71%FIRST TR EXCHANGE TRADED FD
Shares35.7K
Event2026-03-31
Filed2026-04-21
CAT
12.03%CATERPILLAR INC
Shares3.4K
Event2026-03-31
Filed2026-04-21
BA
5.45%BOEING CO
Shares12.0K
Event2026-03-31
Filed2026-04-21
VUG
0.00%VANGUARD INDEX FDS
Shares5.5K
Event2026-03-31
Filed2026-04-21
VANGUARD INDEX FDS
0.13%VANGUARD INDEX FDS
Shares4.0K
Event2026-03-31
Filed2026-04-21
ABBV
-0.23%ABBVIE INC
Shares10.0K
Event2026-03-31
Filed2026-04-21
PFE
5.49%PFIZER INC
Shares76.1K
Event2026-03-31
Filed2026-04-21
URI
6.23%UNITED RENTALS INC
Shares2.9K
Event2026-03-31
Filed2026-04-21
ITOT
-2.03%ISHARES TR
Shares14.5K
Event2026-03-31
Filed2026-04-21
MELI
367.59%MERCADOLIBRE INC
Shares1.2K
Event2026-03-31
Filed2026-04-21
XOM
-7.43%EXXON MOBIL CORP
Shares11.2K
Event2026-03-31
Filed2026-04-21
JEPI
4.87%J P MORGAN EXCHANGE TRADED F
Shares33.1K
Event2026-03-31
Filed2026-04-21
ALPHABET INC
-4.97%ALPHABET INC
Shares6.5K
Event2026-03-31
Filed2026-04-21
JEPQ
-6.21%J P MORGAN EXCHANGE TRADED F
Shares31.5K
Event2026-03-31
Filed2026-04-21
RBRK
NewRUBRIK INC.
Shares35.1K
Event2026-03-31
Filed2026-04-21
VRT
0.00%VERTIV HOLDINGS CO
Shares6.9K
Event2026-03-31
Filed2026-04-21
DVN
1.56%DEVON ENERGY CORP NEW
Shares32.6K
Event2026-03-31
Filed2026-04-21
ALAB
NewASTERA LABS INC
Shares14.8K
Event2026-03-31
Filed2026-04-21
INVESCO QQQ TR
0.39%INVESCO QQQ TR
Shares2.8K
Event2026-03-31
Filed2026-04-21
JNJ
-0.53%JOHNSON & JOHNSON
Shares6.5K
Event2026-03-31
Filed2026-04-21
VZ
-11.36%VERIZON COMMUNICATIONS INC
Shares31.5K
Event2026-03-31
Filed2026-04-21
IJH
1.33%ISHARES TR
Shares22.9K
Event2026-03-31
Filed2026-04-21
GEV
4.23%GE VERNOVA INC
Shares1.7K
Event2026-03-31
Filed2026-04-21
LNG
0.68%CHENIERE ENERGY INC
Shares5.2K
Event2026-03-31
Filed2026-04-21
WMT
-2.08%WALMART INC
Shares11.7K
Event2026-03-31
Filed2026-04-21
FYEE
35.26%FIDELITY GREENWOOD STREET TR
Shares51.4K
Event2026-03-31
Filed2026-04-21
UNH
-1.37%UNITEDHEALTH GROUP INC
Shares5.0K
Event2026-03-31
Filed2026-04-21
CITIGROUP INC
-1.67%CITIGROUP INC
Shares11.8K
Event2026-03-31
Filed2026-04-21
IVE
0.00%ISHARES TR
Shares6.0K
Event2026-03-31
Filed2026-04-21
ENVX
30.69%ENOVIX CORPORATION
Shares242.3K
Event2026-03-31
Filed2026-04-21
NEE
2.59%NEXTERA ENERGY INC
Shares13.5K
Event2026-03-31
Filed2026-04-21
MERCK & CO INC
0.00%MERCK & CO INC
Shares9.8K
Event2026-03-31
Filed2026-04-21
PG
-1.62%PROCTER & GAMBLE CO
Shares8.2K
Event2026-03-31
Filed2026-04-21
LPTH
-4.15%LIGHTPATH TECHNOLOGIES INC
Shares115.5K
Event2026-03-31
Filed2026-04-21
GNRC
-0.70%GENERAC HLDGS INC
Shares5.7K
Event2026-03-31
Filed2026-04-21
FBCG
25.86%FIDELITY COVINGTON TRUST
Shares21.6K
Event2026-03-31
Filed2026-04-21
XLE
2.29%SELECT SECTOR SPDR TR
Shares17.7K
Event2026-03-31
Filed2026-04-21
ITAN
25.34%EA SERIES TRUST
Shares28.2K
Event2026-03-31
Filed2026-04-21
QYLD
-5.01%GLOBAL X FDS
Shares58.9K
Event2026-03-31
Filed2026-04-21
BAC
-1.27%BANK AMERICA CORP
Shares20.6K
Event2026-03-31
Filed2026-04-21
GE AEROSPACE
14.39%GE AEROSPACE
Shares3.5K
Event2026-03-31
Filed2026-04-21
V
0.16%VISA INC
Shares3.2K
Event2026-03-31
Filed2026-04-21
AMGN
0.04%AMGEN INC
Shares2.8K
Event2026-03-31
Filed2026-04-21
AMAT
0.00%APPLIED MATLS INC
Shares2.7K
Event2026-03-31
Filed2026-04-21
IBRX
27.26%IMMUNITYBIO INC
Shares118.3K
Event2026-03-31
Filed2026-04-21
INTC
4.86%INTEL CORP
Shares20.5K
Event2026-03-31
Filed2026-04-21
RTX
-1.10%RTX CORPORATION
Shares4.6K
Event2026-03-31
Filed2026-04-21
COST
1.16%COSTCO WHOLESALE CORPORATION
Shares874
Event2026-03-31
Filed2026-04-21
VST
0.00%VISTRA CORP
Shares5.8K
Event2026-03-31
Filed2026-04-21
IJR
9.71%ISHARES TR
Shares6.8K
Event2026-03-31
Filed2026-04-21
BMY
-11.48%BRISTOL-MYERS SQUIBB CO
Shares13.9K
Event2026-03-31
Filed2026-04-21
HD
0.08%HOME DEPOT INC
Shares2.5K
Event2026-03-31
Filed2026-04-21
MS
-1.48%MORGAN STANLEY
Shares5.0K
Event2026-03-31
Filed2026-04-21
SLV
-34.59%ISHARES SILVER TR
Shares11.9K
Event2026-03-31
Filed2026-04-21
VCSH
0.00%VANGUARD SCOTTSDALE FDS
Shares10.1K
Event2026-03-31
Filed2026-04-21
VGT
0.00%VANGUARD WORLD FD
Shares1.1K
Event2026-03-31
Filed2026-04-21
IXUS
8.27%ISHARES TR
Shares8.6K
Event2026-03-31
Filed2026-04-21
SPY
3.41%STATE STR SPDR S&P 500 ETF T
Shares1.1K
Event2026-03-31
Filed2026-04-21
STT
0.00%STATE STR CORP
Shares5.6K
Event2026-03-31
Filed2026-04-21
DAL
0.00%DELTA AIR LINES INC
Shares10.3K
Event2026-03-31
Filed2026-04-21
LLY
-10.27%ELI LILLY & CO
Shares734
Event2026-03-31
Filed2026-04-21
PBI
0.00%PITNEY BOWES INC
Shares61.0K
Event2026-03-31
Filed2026-04-21
SNDK
NewSANDISK CORP
Shares1.1K
Event2026-03-31
Filed2026-04-21
BND
1.17%VANGUARD BD INDEX FDS
Shares9.1K
Event2026-03-31
Filed2026-04-21
T
-5.99%AT&T INC
Shares22.0K
Event2026-03-31
Filed2026-04-21
DGRO
5.15%ISHARES TR
Shares8.9K
Event2026-03-31
Filed2026-04-21
EMLP
-1.36%FIRST TR EXCHANGE-TRADED FD
Shares14.2K
Event2026-03-31
Filed2026-04-21
ETY
-1.23%EATON VANCE TAX-MANAGED DIVE
Shares44.8K
Event2026-03-31
Filed2026-04-21
WY
42.86%WEYERHAEUSER CO
Shares25.0K
Event2026-03-31
Filed2026-04-21
BST
-1.12%BLACKROCK SCIENCE & TECHNOLO
Shares16.7K
Event2026-03-31
Filed2026-04-21
JQC
NewNUVEEN CR STRATEGIES INCOME
Shares124.8K
Event2026-03-31
Filed2026-04-21
VXUS
0.00%VANGUARD STAR FDS
Shares7.9K
Event2026-03-31
Filed2026-04-21
GS
6.86%GOLDMAN SACHS GROUP INC
Shares717
Event2026-03-31
Filed2026-04-21
ABT
-1.69%ABBOTT LABORATORIES
Shares5.8K
Event2026-03-31
Filed2026-04-21
MO
5.74%ALTRIA GROUP INC
Shares8.9K
Event2026-03-31
Filed2026-04-21
CEG
1.21%CONSTELLATION ENERGY CORP
Shares2.1K
Event2026-03-31
Filed2026-04-21
MODL
0.00%VICTORY PORTFOLIOS II
Shares13.0K
Event2026-03-31
Filed2026-04-21
IWV
0.00%ISHARES TR
Shares1.6K
Event2026-03-31
Filed2026-04-21
XHB
0.02%SPDR SERIES TRUST
Shares5.8K
Event2026-03-31
Filed2026-04-21
VYM
0.00%VANGUARD WHITEHALL FDS
Shares3.9K
Event2026-03-31
Filed2026-04-21
ALPS ETF TR
35.03%ALPS ETF TR
Shares10.8K
Event2026-03-31
Filed2026-04-21
NFLX
7.16%NETFLIX INC.
Shares5.8K
Event2026-03-31
Filed2026-04-21
PTY
NewPIMCO CORPORATE & INCOME OPP
Shares46.4K
Event2026-03-31
Filed2026-04-21
ORCL
-4.36%ORACLE CORP
Shares3.7K
Event2026-03-31
Filed2026-04-21
ESTC
-54.95%ELASTIC N V
Shares10.6K
Event2026-03-31
Filed2026-04-21
SEACOAST BKG CORP FLA
-0.58%SEACOAST BKG CORP FLA
Shares17.2K
Event2026-03-31
Filed2026-04-21
ECAT
NewBLACKROCK ESG CAP ALLC TERM
Shares38.3K
Event2026-03-31
Filed2026-04-21
FBT
0.00%FIRST TR EXCHANGE-TRADED FD
Shares2.6K
Event2026-03-31
Filed2026-04-21
VPU
0.00%VANGUARD WORLD FD
Shares2.6K
Event2026-03-31
Filed2026-04-21
AMD
-14.10%ADVANCED MICRO DEVICES INC
Shares2.5K
Event2026-03-31
Filed2026-04-21
ASML
0.00%ASML HLDG NV
Shares385
Event2026-03-31
Filed2026-04-21
ETV
0.19%EATON VANCE TAX-MANAGED BUY-
Shares36.6K
Event2026-03-31
Filed2026-04-21
MUJ
1.23%BLACKROCK MUNIHLDGS NJ QLTY
Shares41.3K
Event2026-03-31
Filed2026-04-21
S
-1.33%SENTINELONE INC
Shares37.0K
Event2026-03-31
Filed2026-04-21
VCIT
1.80%VANGUARD SCOTTSDALE FDS
Shares5.7K
Event2026-03-31
Filed2026-04-21
LMBS
0.00%FIRST TR EXCHANGE-TRADED FD
Shares9.4K
Event2026-03-31
Filed2026-04-21
THW
32.33%ABRDN WORLD HEALTHCARE FUND
Shares40.1K
Event2026-03-31
Filed2026-04-21
DOW
1.08%DOW HLDGS INC
Shares11.2K
Event2026-03-31
Filed2026-04-21
WDC
-26.09%WESTERN DIGITAL CORP
Shares1.7K
Event2026-03-31
Filed2026-04-21
ADM
0.00%ARCHER DANIELS MIDLAND CO
Shares6.3K
Event2026-03-31
Filed2026-04-21
FIW
0.02%FIRST TR EXCHANGE-TRADED FD
Shares4.4K
Event2026-03-31
Filed2026-04-21
VNQ
-4.75%VANGUARD INDEX FDS
Shares5.0K
Event2026-03-31
Filed2026-04-21
DHR
0.00%DANAHER CORP DEL
Shares2.3K
Event2026-03-31
Filed2026-04-21
JPC
NewNUVEEN PFD & INCOME OPPORTUN
Shares56.1K
Event2026-03-31
Filed2026-04-21
CVS
1.67%CVS HEALTH CORP
Shares5.9K
Event2026-03-31
Filed2026-04-21
GLD
-34.40%SPDR GOLD TR
Shares967
Event2026-03-31
Filed2026-04-21
SCHD
0.00%SCHWAB STRATEGIC TR
Shares13.6K
Event2026-03-31
Filed2026-04-21
EXG
-0.20%EATON VANCE TAX-MANAGED GLOB
Shares48.0K
Event2026-03-31
Filed2026-04-21
USA
NewLIBERTY ALL STAR EQUITY FD
Shares74.2K
Event2026-03-31
Filed2026-04-21
ALT
18.08%ALTIMMUNE INC
Shares131.9K
Event2026-03-31
Filed2026-04-21
EPD
0.00%ENTERPRISE PRODS PARTNERS L
Shares10.7K
Event2026-03-31
Filed2026-04-21
JMIA
0.00%JUMIA TECHNOLOGIES AG
Shares58.6K
Event2026-03-31
Filed2026-04-21
TGTX
0.00%TG THERAPEUTICS INC
Shares12.0K
Event2026-03-31
Filed2026-04-21
SEAGATE TECHNOLOGY HLDNGS PL
-35.48%SEAGATE TECHNOLOGY HLDNGS PL
Shares1.0K
Event2026-03-31
Filed2026-04-21
GLP
3.33%GLOBAL PARTNERS LP
Shares9.3K
Event2026-03-31
Filed2026-04-21
SCHG
0.00%SCHWAB STRATEGIC TR
Shares13.3K
Event2026-03-31
Filed2026-04-21
NXJ
0.00%NUVEEN NEW JERSEY
Shares31.3K
Event2026-03-31
Filed2026-04-21
TRV
-1.87%TRAVELERS COMPANIES INC
Shares1.2K
Event2026-03-31
Filed2026-04-21
FBTC
-33.45%FIDELITY WISE ORIGIN BITCOIN
Shares5.9K
Event2026-03-31
Filed2026-04-21
TJX
-6.42%TJX COS INC NEW
Shares2.2K
Event2026-03-31
Filed2026-04-21
FXU
0.00%FIRST TR EXCHANGE-TRADED FD
Shares6.9K
Event2026-03-31
Filed2026-04-21
EVV
NewEATON VANCE LIMITED DURATION
Shares36.1K
Event2026-03-31
Filed2026-04-21
SUB
38.74%ISHARES TR
Shares3.2K
Event2026-03-31
Filed2026-04-21
KMB
NewKIMBERLY-CLARK CORP
Shares3.5K
Event2026-03-31
Filed2026-04-21
LMT
2.23%LOCKHEED MARTIN CORP
Shares550
Event2026-03-31
Filed2026-04-21
ACLS
-2.08%AXCELIS TECHNOLOGIES INC
Shares3.6K
Event2026-03-31
Filed2026-04-21
TLTW
NewISHARES TR
Shares14.7K
Event2026-03-31
Filed2026-04-21
XLP
5.12%SELECT SECTOR SPDR TR
Shares4.0K
Event2026-03-31
Filed2026-04-21
PUTNAM ETF TRUST
0.76%PUTNAM ETF TRUST
Shares36.5K
Event2026-03-31
Filed2026-04-21
COPX
NewGLOBAL X FDS
Shares4.3K
Event2026-03-31
Filed2026-04-21
FYX
0.00%FIRST TR EXCHANGE-TRADED ALP
Shares2.7K
Event2026-03-31
Filed2026-04-21
VIG
0.00%VANGUARD SPECIALIZED FUNDS
Shares1.5K
Event2026-03-31
Filed2026-04-21
ALAI
1.39%THE ALGER ETF TRUST
Shares9.6K
Event2026-03-31
Filed2026-04-21
SHY
0.24%ISHARES TR
Shares3.7K
Event2026-03-31
Filed2026-04-21
PFF
21.48%ISHARES TR
Shares10.0K
Event2026-03-31
Filed2026-04-21
TD
0.00%TORONTO DOMINION BK ONT
Shares3.3K
Event2026-03-31
Filed2026-04-21
VOE
1.67%VANGUARD INDEX FDS
Shares1.6K
Event2026-03-31
Filed2026-04-21
CSX
0.01%CSX CORP
Shares7.4K
Event2026-03-31
Filed2026-04-21
DE
NewDEERE & CO
Shares530
Event2026-03-31
Filed2026-04-21
AMT
-1.15%AMERICAN TOWER CORP
Shares1.7K
Event2026-03-31
Filed2026-04-21
LQD
2.03%ISHARES TR
Shares2.7K
Event2026-03-31
Filed2026-04-21
HON
0.08%HONEYWELL INTL INC
Shares1.3K
Event2026-03-31
Filed2026-04-21
CIBR
0.00%FIRST TR EXCHANGE-TRADED FD
Shares4.7K
Event2026-03-31
Filed2026-04-21
PANW
53.22%PALO ALTO NETWORKS INC
Shares1.8K
Event2026-03-31
Filed2026-04-21
LAM RESEARCH CORP
-12.83%LAM RESEARCH CORP
Shares1.3K
Event2026-03-31
Filed2026-04-21
EDOW
0.04%FIRST TR EXCHANGE-TRADED FD
Shares7.0K
Event2026-03-31
Filed2026-04-21
MSI
0.00%MOTOROLA SOLUTIONS INC
Shares650
Event2026-03-31
Filed2026-04-21
QXO
-2.52%QXO INC
Shares14.5K
Event2026-03-31
Filed2026-04-21
CHD
0.07%CHURCH & DWIGHT CO INC
Shares3.0K
Event2026-03-31
Filed2026-04-21
IRDM
0.00%IRIDIUM COMMUNICATIONS INC
Shares10.0K
Event2026-03-31
Filed2026-04-21
KEY
0.00%KEYCORP
Shares13.7K
Event2026-03-31
Filed2026-04-21
HAL
NewHALLIBURTON CO
Shares7.0K
Event2026-03-31
Filed2026-04-21
CSCO
7.99%CISCO SYS INC
Shares3.5K
Event2026-03-31
Filed2026-04-21
AOA
-17.99%ISHARES TR
Shares3.0K
Event2026-03-31
Filed2026-04-21
PCT
10.78%PURECYCLE TECHNOLOGIES INC
Shares51.4K
Event2026-03-31
Filed2026-04-21
ET
0.00%ENERGY TRANSFER L P
Shares13.8K
Event2026-03-31
Filed2026-04-21
SPXX
NewNUVEEN S&P 500 DYNAMIC OVERW
Shares16.4K
Event2026-03-31
Filed2026-04-21
PLTR
NewPALANTIR TECHNOLOGIES INC
Shares1.8K
Event2026-03-31
Filed2026-04-21
ARM
NewARM HOLDINGS PLC
Shares1.7K
Event2026-03-31
Filed2026-04-21
BGR
0.00%BLACKROCK ENERGY & RES TR
Shares15.0K
Event2026-03-31
Filed2026-04-21
XLF
-11.69%SELECT SECTOR SPDR TR
Shares5.2K
Event2026-03-31
Filed2026-04-21
IWB
0.00%ISHARES TR
Shares723
Event2026-03-31
Filed2026-04-21
TSCO
0.00%TRACTOR SUPPLY CO
Shares5.6K
Event2026-03-31
Filed2026-04-21
RQI
NewCOHEN & STEERS QUALITY INCOM
Shares20.9K
Event2026-03-31
Filed2026-04-21
DXCM
0.00%DEXCOM INC
Shares4.0K
Event2026-03-31
Filed2026-04-21
DELL
-19.05%DELL TECHNOLOGIES INC
Shares1.5K
Event2026-03-31
Filed2026-04-21
FYC
0.39%FIRST TR EXCHANGE-TRADED ALP
Shares2.6K
Event2026-03-31
Filed2026-04-21
KLAC
0.00%KLA CORP
Shares168
Event2026-03-31
Filed2026-04-21
FXN
3.81%FIRST TR EXCHANGE-TRADED FD
Shares10.9K
Event2026-03-31
Filed2026-04-21
BEAM
5.21%BEAM THERAPEUTICS INC
Shares10.1K
Event2026-03-31
Filed2026-04-21
CSM
0.00%PROSHARES TR
Shares3.2K
Event2026-03-31
Filed2026-04-21
RWL
0.00%INVESCO EXCH TRADED FD TR II
Shares2.0K
Event2026-03-31
Filed2026-04-21
MCD
0.00%MCDONALDS CORP
Shares748
Event2026-03-31
Filed2026-04-21
MARVELL TECHNOLOGY INC
NewMARVELL TECHNOLOGY INC
Shares2.3K
Event2026-03-31
Filed2026-04-21
PEP
1.73%PEPSICO INC
Shares1.5K
Event2026-03-31
Filed2026-04-21
EOS
23.72%EATON VANCE ENHANCED EQUITY
Shares11.1K
Event2026-03-31
Filed2026-04-21
BUG
NewGLOBAL X FDS
Shares9.0K
Event2026-03-31
Filed2026-04-21
SHOP
11.76%SHOPIFY INC
Shares1.9K
Event2026-03-31
Filed2026-04-21
MA
0.00%MASTERCARD INCORPORATED
Shares448
Event2026-03-31
Filed2026-04-21
RNP
0.00%COHEN & STEERS REIT & PFD &
Shares11.3K
Event2026-03-31
Filed2026-04-21
DRAFTKINGS INC NEW
NewDRAFTKINGS INC NEW
Shares10.3K
Event2026-03-31
Filed2026-04-21
SDY
0.00%SPDR SERIES TRUST
Shares1.5K
Event2026-03-31
Filed2026-04-21
CRM
6.79%SALESFORCE INC
Shares1.2K
Event2026-03-31
Filed2026-04-21
SKYY
0.00%FIRST TR EXCHANGE-TRADED FD
Shares2.0K
Event2026-03-31
Filed2026-04-21
SSUS
2.48%STRATEGY SHS
Shares4.7K
Event2026-03-31
Filed2026-04-21
NOW
NewSERVICENOW INC
Shares2.1K
Event2026-03-31
Filed2026-04-21
IYW
0.00%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-04-21
FTGC
NewFIRST TR EXCHANGE TRAD FD VI
Shares7.5K
Event2026-03-31
Filed2026-04-21
FSLY
-63.77%FASTLY INC
Shares7.3K
Event2026-03-31
Filed2026-04-21
WBS
NewWEBSTER FINL CORP
Shares3.1K
Event2026-03-31
Filed2026-04-21
PCYO
0.00%PURE CYCLE CORP
Shares21.0K
Event2026-03-31
Filed2026-04-21
ROBO
0.00%EXCHANGE TRADED CONCEPTS TRU
Shares3.1K
Event2026-03-31
Filed2026-04-21
NKE
NewNIKE INC
Shares4.0K
Event2026-03-31
Filed2026-04-21
WFC
NewWELLS FARGO & CO
Shares2.6K
Event2026-03-31
Filed2026-04-21
CRWV
NewCOREWEAVE INC
Shares2.7K
Event2026-03-31
Filed2026-04-21
FPX
0.00%FIRST TR EXCHANGE-TRADED FD
Shares1.3K
Event2026-03-31
Filed2026-04-21
ITA
NewISHARES TR
Shares928
Event2026-03-31
Filed2026-04-21
AB
NewALLIANCEBERNSTEIN HLDG L P
Shares5.3K
Event2026-03-31
Filed2026-04-21
CHI
-3.54%CALAMOS CONV OPPORTUNITIES &
Shares18.4K
Event2026-03-31
Filed2026-04-21
DDD
0.00%3D SYS CORP DEL
Shares93.5K
Event2026-03-31
Filed2026-04-21
GLUE
0.00%MONTE ROSA THERAPEUTICS INC
Shares10.1K
Event2026-03-31
Filed2026-04-21
BDJ
NewBLACKROCK ENHANCED EQUITY DI
Shares18.2K
Event2026-03-31
Filed2026-04-21
ZENA
31.25%ZENATECH INC
Shares63.0K
Event2026-03-31
Filed2026-04-21
CATX
32.00%PERSPECTIVE THERAPEUTICS INC
Shares33.0K
Event2026-03-31
Filed2026-04-21
KSS
0.00%KOHLS CORP
Shares10.0K
Event2026-03-31
Filed2026-04-21
STXS
-0.81%STEREOTAXIS INC
Shares68.5K
Event2026-03-31
Filed2026-04-21
HUMA
33.60%HUMACYTE INC
Shares204.5K
Event2026-03-31
Filed2026-04-21
ETJ
-0.50%EATON VANCE RISK-MANAGED DIV
Shares15.1K
Event2026-03-31
Filed2026-04-21
SMR
NewNUSCALE PWR CORP
Shares10.5K
Event2026-03-31
Filed2026-04-21
PML
NewPIMCO MUN INCOME FD II
Shares15.0K
Event2026-03-31
Filed2026-04-21
SCYNEXIS INC
-4.37%SCYNEXIS INC
Shares87.5K
Event2026-03-31
Filed2026-04-21
OGN
NewORGANON & CO
Shares12.5K
Event2026-03-31
Filed2026-04-21
INDI
-0.99%INDIE SEMICONDUCTOR INC
Shares20.0K
Event2026-03-31
Filed2026-04-21
COMSTOCK INC
NewCOMSTOCK INC
Shares11.0K
Event2026-03-31
Filed2026-04-21
AKBA
0.00%AKEBIA THREAPEUTICS INC
Shares16.0K
Event2026-03-31
Filed2026-04-21
XAIR
-10.50%BEYOND AIR INC
Shares28.4K
Event2026-03-31
Filed2026-04-21
AUTL
0.00%AUTOLUS THERAPEUTICS LTD
Shares10.0K
Event2026-03-31
Filed2026-04-21
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available