Sponsored
The Analysis of Westend Capital Management, LLC's Holdings & P&L
Currently, Westend Capital Management, LLC holds 254 types of securities in its portfolio with a total value $333.1M. In the most recent quarter, they have increased their positions in ASML (+7.6K shares, valued at $10.0M), N/A (+146.4K shares, valued at $9.3M), ARM (+53.7K shares, valued at $8.1M); decreased their positions in BA (-63.3K shares, valued at $12.6M), N/A (-36.7K shares, valued at $10.4M), AAPL (-29.6K shares, valued at $7.5M); initiated new positions in N/A (+146.4K shares, valued at $9.3M), ARM (+53.7K shares, valued at $8.1M), FLR (+90.3K shares, valued at $4.2M); completely sold out of DAL (previously valued at $71).
1M P&L
+17.8M+5.70%
3M P&L
+31.8M+10.61%
HY P&L
+88.0M+36.19%
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
1Aerospace & Defense28.2M
9.8%
2Uranium24.8M
8.6%
3Engineering & Construction24.7M
8.6%
Top Industries by Stock Count
1N/A55 stocks
24.6%
2Drug Manufacturers - General8 stocks
3.6%
3Specialty Industrial Machinery8 stocks
3.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
ADVISORSHARES MSOS DAILY LEVERAGED ETF ADVISORSHARES MSOS DAILY LEVERAGED ETF180.5K shares7.15%2026-03-312026-04-14
Sponsored
Sponsored
YIELDMAX AMD OPTION INCOME STRATEGY ETF YIELDMAX AMD OPTION INCOME STRATEGY ETF6.8K shares0.00%2026-03-312026-04-14
Sponsored
Sponsored
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW156 shares-19.59%2026-03-312026-04-14
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
DIREXION DAILY S&P 500 BEAR 3X ETF DIREXION DAILY S&P 500 BEAR 3X ETF313 shares0.00%2026-03-312026-04-14
Sponsored
DIREXION DAILY FINANCIAL BEAR 3X SHARES DIREXION DAILY FINANCIAL BEAR 3X SHARES215 shares0.00%2026-03-312026-04-14
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
GRAYSCALE BITCOIN MINI TRUST ETF GRAYSCALE BITCOIN MINI TRUST ETF20 sharesnew addition2026-03-312026-04-14
Sponsored
Sponsored
SOLSTICE ADVANCED MATLS INC COM SHS SOLSTICE ADVANCED MATLS INC COM SHS1 sharesnew addition2026-03-312026-04-14
CCJ
0.78%CAMECO CORP COM
Shares228.1K
Event2026-03-31
Filed2026-04-14
CENX
1.02%CENTURY ALUM CO COM
Shares378.1K
Event2026-03-31
Filed2026-04-14
KGS
1.74%KODIAK GAS SVCS INC COM
Shares369.5K
Event2026-03-31
Filed2026-04-14
PWR
-0.32%QUANTA SVCS INC COM
Shares35.5K
Event2026-03-31
Filed2026-04-14
FCX
1.48%FREEPORT MCMORAN COPPER
Shares306.2K
Event2026-03-31
Filed2026-04-14
BA
-43.87%BOEING CO COM
Shares81.0K
Event2026-03-31
Filed2026-04-14
ET
1.37%ENERGY TRANSFER L P COM UT LTD PTN
Shares810.2K
Event2026-03-31
Filed2026-04-14
CAT
2.26%CATERPILLAR INC COM
Shares19.7K
Event2026-03-31
Filed2026-04-14
MERCK & CO INC
0.84%MERCK & CO INC
Shares112.4K
Event2026-03-31
Filed2026-04-14
AAPL
-36.40%APPLE INC
Shares51.8K
Event2026-03-31
Filed2026-04-14
HWM
-30.65%HOWMET AEROSPACE INC COM
Shares51.7K
Event2026-03-31
Filed2026-04-14
AMZN
1.53%AMAZON COM INC COM
Shares55.7K
Event2026-03-31
Filed2026-04-14
GOOGLE INC
1.91%GOOGLE INC
Shares39.7K
Event2026-03-31
Filed2026-04-14
SCHW
2.26%CHARLES SCHWAB CORP
Shares120.3K
Event2026-03-31
Filed2026-04-14
DB
2.85%DEUTSCHE BK AG NAMEN AKT
Shares371.0K
Event2026-03-31
Filed2026-04-14
AXP
2.86%AMERICAN EXPRESS CO COM
Shares35.6K
Event2026-03-31
Filed2026-04-14
VIK
-27.63%VIKING HOLDINGS LTD ORD SHS
Shares141.4K
Event2026-03-31
Filed2026-04-14
ASML
69018.18%ASML HLDG NV N Y REGISTRY SHS
Shares7.6K
Event2026-03-31
Filed2026-04-14
ROK
2.56%ROCKWELL AUTOMATION INC COM
Shares26.9K
Event2026-03-31
Filed2026-04-14
GE AEROSPACE COM NEW
-52.26%GE AEROSPACE COM NEW
Shares33.5K
Event2026-03-31
Filed2026-04-14
EQT CORP COM
NewEQT CORP COM
Shares146.4K
Event2026-03-31
Filed2026-04-14
ARM
NewARM HOLDINGS PLC SPONSORED ADS
Shares53.7K
Event2026-03-31
Filed2026-04-14
LLY
-49.45%ELI LILLY & CO COM
Shares8.3K
Event2026-03-31
Filed2026-04-14
FLR
NewFLUOR CORP
Shares90.3K
Event2026-03-31
Filed2026-04-14
XOM
0.00%EXXON MOBIL CORP COM
Shares11.0K
Event2026-03-31
Filed2026-04-14
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL CL A
Shares1
Event2026-03-31
Filed2026-04-14
TPC
12.16%TUTOR PERINI CORP COM
Shares8.1K
Event2026-03-31
Filed2026-04-14
NVDY
23.63%YIELDMAX NVDA OPTION INCOME STRATEGY ETF
Shares47.9K
Event2026-03-31
Filed2026-04-14
COST
1.06%COSTCO WHOLESALE CORP
Shares572
Event2026-03-31
Filed2026-04-14
TILRAY BRANDS INC COM
6.54%TILRAY BRANDS INC COM
Shares86.8K
Event2026-03-31
Filed2026-04-14
AGNC
-63.44%AMERICAN CAPITAL AGENCY CORP.
Shares51.8K
Event2026-03-31
Filed2026-04-14
JEPQ
-0.34%JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
Shares8.9K
Event2026-03-31
Filed2026-04-14
STAG
0.00%STAG INDUSTRIAL INC COM
Shares11.3K
Event2026-03-31
Filed2026-04-14
QYLD
-30.01%GLOBAL X NASDAQ 100 COVERED CALL ETF
Shares23.7K
Event2026-03-31
Filed2026-04-14
GVA
0.00%GRANITE CONSTR INC COM
Shares3.3K
Event2026-03-31
Filed2026-04-14
ADVISORSHARES MSOS DAILY LEVERAGED ETF
7.15%ADVISORSHARES MSOS DAILY LEVERAGED ETF
Shares180.5K
Event2026-03-31
Filed2026-04-14
JNJ
18.95%JOHNSON & JOHNSON COM
Shares1.5K
Event2026-03-31
Filed2026-04-14
O
NewREALTY INCOME CORP
Shares5.6K
Event2026-03-31
Filed2026-04-14
MOAT
0.00%VANECK MORNINGSTAR WIDE MOAT ETF
Shares3.3K
Event2026-03-31
Filed2026-04-14
GILD
0.00%GILEAD SCIENCES INC COM
Shares2.3K
Event2026-03-31
Filed2026-04-14
DX
489.95%DYNEX CAPITAL INC
Shares22.3K
Event2026-03-31
Filed2026-04-14
SAN
-0.36%BANCO SANTANDER CENT HISP
Shares24.7K
Event2026-03-31
Filed2026-04-14
MSFT
-1.70%MICROSOFT
Shares695
Event2026-03-31
Filed2026-04-14
ETV
-0.50%EATON VANCE TAX-MANAGED BUY- COM
Shares18.8K
Event2026-03-31
Filed2026-04-14
PM
-0.91%PHILIP MORRIS INTL INC
Shares1.5K
Event2026-03-31
Filed2026-04-14
AMZY
41.24%YIELDMAX AMZN OPTION INCOME STRATEGY ETF
Shares20.9K
Event2026-03-31
Filed2026-04-14
IVV
-5.23%ISHARES CORE S&P 500 ETF
Shares344
Event2026-03-31
Filed2026-04-14
JPM
-1.08%JPMORGAN CHASE & CO COM
Shares736
Event2026-03-31
Filed2026-04-14
YIELDMAX AMD OPTION INCOME STRATEGY ETF
0.00%YIELDMAX AMD OPTION INCOME STRATEGY ETF
Shares6.8K
Event2026-03-31
Filed2026-04-14
ALPHABET INC CAP STK CL C
2.99%ALPHABET INC CAP STK CL C
Shares689
Event2026-03-31
Filed2026-04-14
V
-0.64%VISA INC
Shares620
Event2026-03-31
Filed2026-04-14
AMP
0.00%AMERIPRISE FINANCIAL INC.
Shares406
Event2026-03-31
Filed2026-04-14
DVY
0.00%ISHARES DJ SELECT DIVIDEND
Shares1.2K
Event2026-03-31
Filed2026-04-14
SHEL
-3.27%ROYAL DUTCH SHELL PLC-ADR
Shares1.8K
Event2026-03-31
Filed2026-04-14
NVDA
13.57%NVIDIA CORPORATION COM
Shares954
Event2026-03-31
Filed2026-04-14
TEX
0.00%TEREX CORP NEW COM
Shares2.7K
Event2026-03-31
Filed2026-04-14
VTI
38.26%VANGUARD TOTAL STOCK MARKET ETF
Shares477
Event2026-03-31
Filed2026-04-14
ARCC
NewARES CAPITAL CORP COM
Shares8.2K
Event2026-03-31
Filed2026-04-14
STWD
NewSTARWOOD PPTY TR INC COM
Shares8.4K
Event2026-03-31
Filed2026-04-14
PFLT
NewPENNANTPARK FLOATING RATE CAP COM
Shares17.1K
Event2026-03-31
Filed2026-04-14
VLO
NewVALERO ENERGY CORP
Shares552
Event2026-03-31
Filed2026-04-14
BROADCOM INC COM
8.61%BROADCOM INC COM
Shares429
Event2026-03-31
Filed2026-04-14
ITOT
0.00%ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares913
Event2026-03-31
Filed2026-04-14
RIO
-15.85%RIO TINTO PLC SPONSORED ADR
Shares1.3K
Event2026-03-31
Filed2026-04-14
SPY
-32.58%SPDR S&P 500 ETF
Shares180
Event2026-03-31
Filed2026-04-14
WPC
-13.95%WP CAREY INC COM
Shares1.7K
Event2026-03-31
Filed2026-04-14
DIA
0.00%STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares250
Event2026-03-31
Filed2026-04-14
CVX
0.00%CHEVRON CORPORATION COM
Shares551
Event2026-03-31
Filed2026-04-14
ECH
-0.17%ISHARES MSCI CHILE ETF
Shares2.9K
Event2026-03-31
Filed2026-04-14
NEE
-0.74%NEXTERA ENERGY INC COM
Shares1.2K
Event2026-03-31
Filed2026-04-14
EWY
NewISHARES MSCI SOUTH KOREA ETF
Shares890
Event2026-03-31
Filed2026-04-14
MCD
-42.55%MCDONALDS CORP COM
Shares351
Event2026-03-31
Filed2026-04-14
RTX
-0.19%RTX CORPORATION COM
Shares534
Event2026-03-31
Filed2026-04-14
QCOM
-3.39%QUALCOMM INC
Shares797
Event2026-03-31
Filed2026-04-14
ESGD
-4.19%ISHARES ESG AWARE MSCI EAFE ETF
Shares1.0K
Event2026-03-31
Filed2026-04-14
MO
-17.71%ALTRIA GROUP INC COM
Shares1.5K
Event2026-03-31
Filed2026-04-14
LOW
-6.21%LOWES COS INC COM
Shares393
Event2026-03-31
Filed2026-04-14
KNTK
NewKINETIK HOLDINGS INC COM NEW CL A
Shares1.9K
Event2026-03-31
Filed2026-04-14
PEP
0.00%PEPSICO INC COM
Shares574
Event2026-03-31
Filed2026-04-14
CTSH
0.00%COGNIZANT TECHNOLOGY SOLUTIONS CL A
Shares1.4K
Event2026-03-31
Filed2026-04-14
COP
0.00%CONOCOPHILLIPS COM
Shares660
Event2026-03-31
Filed2026-04-14
SCHF
-8.57%SCHWAB INTERNATIONAL EQUITY ETF
Shares3.2K
Event2026-03-31
Filed2026-04-14
WMT
-0.48%WALMART INC COM
Shares627
Event2026-03-31
Filed2026-04-14
BERKSHIRE HATHAWAY INC DEL CL B NEW
-19.59%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares156
Event2026-03-31
Filed2026-04-14
WMB
0.00%WILLIAMS COS INC COM
Shares979
Event2026-03-31
Filed2026-04-14
QUS
NewSTATE STREET SPDR MSCI USA STRATEGICFACTORS ETF
Shares409
Event2026-03-31
Filed2026-04-14
SUSA
0.00%ISHARES ESG OPTIMIZED MSCI USA ETF
Shares503
Event2026-03-31
Filed2026-04-14
VANGUARD S&P 500 ETF
-53.21%VANGUARD S&P 500 ETF
Shares102
Event2026-03-31
Filed2026-04-14
EATON CORP PLC SHS
0.00%EATON CORP PLC SHS
Shares166
Event2026-03-31
Filed2026-04-14
VALE
NewVALE S A SPONSORED ADS
Shares3.4K
Event2026-03-31
Filed2026-04-14
ESGV
0.00%VANGUARD ESG U.S. STOCK ETF
Shares471
Event2026-03-31
Filed2026-04-14
SPXL
0.00%DIREXION DAILY S&P 500 BULL 3X ETF
Shares275
Event2026-03-31
Filed2026-04-14
VO
0.00%VANGUARD MID-CAP ETF
Shares175
Event2026-03-31
Filed2026-04-14
KRP
NewKIMBELL RTY PARTNERS LP UNIT
Shares3.5K
Event2026-03-31
Filed2026-04-14
LAM RESEARCH CORP COM NEW
-2.17%LAM RESEARCH CORP COM NEW
Shares225
Event2026-03-31
Filed2026-04-14
ORCL
-11.52%ORACLE CORPORATION
Shares315
Event2026-03-31
Filed2026-04-14
SPYD
-0.30%STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
Shares998
Event2026-03-31
Filed2026-04-14
KR
0.00%KROGER CO COM
Shares612
Event2026-03-31
Filed2026-04-14
IEFA
0.00%ISHARES CORE MSCI EAFE ETF
Shares489
Event2026-03-31
Filed2026-04-14
TSM
5.79%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares128
Event2026-03-31
Filed2026-04-14
VV
0.00%VANGUARD LARGE-CAP ETF
Shares141
Event2026-03-31
Filed2026-04-14
VBR
NewVANGUARD SMALL CAP VALUE ETF
Shares175
Event2026-03-31
Filed2026-04-14
SNDK
NewSANDISK CORP COM
Shares59
Event2026-03-31
Filed2026-04-14
BMY
-8.53%BRISTOL-MYERS SQUIBB CO COM
Shares611
Event2026-03-31
Filed2026-04-14
374WATER INC COM
New374WATER INC COM
Shares13.0K
Event2026-03-31
Filed2026-04-14
GSLC
0.00%TR ACTIVEBETA US LARGE CAP EQUITY ETF
Shares285
Event2026-03-31
Filed2026-04-14
VXF
NewVANGUARD EXTENDED MARKET ETF
Shares173
Event2026-03-31
Filed2026-04-14
FN
0.00%FABRINET SHS
Shares63
Event2026-03-31
Filed2026-04-14
ISCG
NewISHARES MORNINGSTAR SMALL-CAP GROWTH ETF
Shares579
Event2026-03-31
Filed2026-04-14
GEV
NewGE VERNOVA INC COM
Shares36
Event2026-03-31
Filed2026-04-14
CEG
0.00%CONSTELLATION ENERGY CORP COM
Shares100
Event2026-03-31
Filed2026-04-14
ABBV
0.00%ABBVIE INC COM
Shares127
Event2026-03-31
Filed2026-04-14
BKR
0.00%BAKER HUGHES INC
Shares440
Event2026-03-31
Filed2026-04-14
WM
-3.39%WASTE MANAGEMENT INC
Shares114
Event2026-03-31
Filed2026-04-14
THE CIGNA GROUP COM
0.00%THE CIGNA GROUP COM
Shares98
Event2026-03-31
Filed2026-04-14
IBKR
0.00%INTERACTIVE BROKERS GROUP INC COM CL A
Shares379
Event2026-03-31
Filed2026-04-14
HD
-1.37%HOME DEPOT
Shares72
Event2026-03-31
Filed2026-04-14
LMT
-2.56%LOCKHEED MARTIN CORP
Shares38
Event2026-03-31
Filed2026-04-14
CL
0.00%COLGATE PALMOLIVE CO COM
Shares266
Event2026-03-31
Filed2026-04-14
MA
0.00%MASTERCARD INCORPORATED CL A
Shares44
Event2026-03-31
Filed2026-04-14
PG
0.00%PROCTER & GAMBLE CO COM
Shares151
Event2026-03-31
Filed2026-04-14
ESML
-4.28%ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
Shares447
Event2026-03-31
Filed2026-04-14
CALM
NewCAL MAINE FOODS INC COM NEW
Shares257
Event2026-03-31
Filed2026-04-14
DE
0.00%DEERE & CO COM
Shares36
Event2026-03-31
Filed2026-04-14
CRWD
0.00%CROWDSTRIKE HLDGS INC CL A
Shares50
Event2026-03-31
Filed2026-04-14
IXUS
NewISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
Shares213
Event2026-03-31
Filed2026-04-14
META
NewMETA PLATFORMS INC CL A
Shares32
Event2026-03-31
Filed2026-04-14
STRL
0.00%STERLING INFRASTRUCTURE INC COM
Shares44
Event2026-03-31
Filed2026-04-14
GEN DIGITAL INC COM
0.00%GEN DIGITAL INC COM
Shares951
Event2026-03-31
Filed2026-04-14
MS
-1.87%MORGAN STANLEY
Shares105
Event2026-03-31
Filed2026-04-14
MKSI
NewMKS INC. COM
Shares75
Event2026-03-31
Filed2026-04-14
ALL
0.00%ALLSTATE CORP COM
Shares80
Event2026-03-31
Filed2026-04-14
MCK
-45.71%MCKESSON CORP
Shares19
Event2026-03-31
Filed2026-04-14
SPG
-83.04%SIMON PPTY GROUP INC NEW COM
Shares88
Event2026-03-31
Filed2026-04-14
SPMO
0.00%INVESCO S&P 500 MOMENTUM ETF
Shares146
Event2026-03-31
Filed2026-04-14
IEMG
0.00%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares233
Event2026-03-31
Filed2026-04-14
BK
-6.38%BANK NEW YORK MELLON CORP COM
Shares132
Event2026-03-31
Filed2026-04-14
USB
0.00%US BANCORP COM NEW
Shares300
Event2026-03-31
Filed2026-04-14
NVS
0.00%NOVARTIS AG ADR
Shares100
Event2026-03-31
Filed2026-04-14
PSX
-5.81%PHILLIPS 66
Shares81
Event2026-03-31
Filed2026-04-14
SLRC
0.00%SLR INVESTMENT CORP COM
Shares970
Event2026-03-31
Filed2026-04-14
HCA
-27.50%HCA HEALTHCARE INC COM
Shares29
Event2026-03-31
Filed2026-04-14
DLY
0.00%DOUBLELINE YIELD OPPORTUNITIES COM
Shares953
Event2026-03-31
Filed2026-04-14
HAWX
0.00%ISHARES CURRENCY HEDGED MSCI ACWI EX U.S. ETF
Shares315
Event2026-03-31
Filed2026-04-14
GS
0.00%GOLDMAN SACHS GROUP INC
Shares15
Event2026-03-31
Filed2026-04-14
DIREXION DAILY S&P 500 BEAR 3X ETF
0.00%DIREXION DAILY S&P 500 BEAR 3X ETF
Shares313
Event2026-03-31
Filed2026-04-14
BLACKROCK INC
62.50%BLACKROCK INC
Shares13
Event2026-03-31
Filed2026-04-14
IBM
0.00%INTERNATIONAL BUSINESS MACHS COM
Shares51
Event2026-03-31
Filed2026-04-14
GENERAL DYNAMICS CORP COM
-7.89%GENERAL DYNAMICS CORP COM
Shares35
Event2026-03-31
Filed2026-04-14
TSLA
-56.94%TESLA INC COM
Shares31
Event2026-03-31
Filed2026-04-14
COKE
0.00%COCA COLA CONS INC COM
Shares60
Event2026-03-31
Filed2026-04-14
ITW
-6.38%ILLINOIS TOOL WKS INC COM
Shares44
Event2026-03-31
Filed2026-04-14
SPEM
NewSTATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
Shares235
Event2026-03-31
Filed2026-04-14
DIREXION DAILY FINANCIAL BEAR 3X SHARES
0.00%DIREXION DAILY FINANCIAL BEAR 3X SHARES
Shares215
Event2026-03-31
Filed2026-04-14
AMCOR PLC COM NEW
NewAMCOR PLC COM NEW
Shares267
Event2026-03-31
Filed2026-04-14
TJX
-4.41%TJX COS INC NEW COM
Shares65
Event2026-03-31
Filed2026-04-14
AME
0.00%AMETEK INC COM
Shares47
Event2026-03-31
Filed2026-04-14
DHR
0.00%DANAHER CORP DEL COM
Shares53
Event2026-03-31
Filed2026-04-14
RSG
-4.26%REPUBLIC SVCS INC COM
Shares45
Event2026-03-31
Filed2026-04-14
CMI
0.00%CUMMINS INC COM
Shares18
Event2026-03-31
Filed2026-04-14
RCL
0.00%ROYAL CARIBBEAN GROUP COM
Shares35
Event2026-03-31
Filed2026-04-14
DOV
-6.38%DOVER CORP COM
Shares44
Event2026-03-31
Filed2026-04-14
MSI
0.00%MOTOROLA SOLUTIONS INC COM NEW
Shares21
Event2026-03-31
Filed2026-04-14
SNOY
-85.00%YIELDMAX SNOW OPTION INCOME STRATEGY ETF
Shares1.2K
Event2026-03-31
Filed2026-04-14
PH
0.00%PARKER-HANNIFIN CORP COM
Shares10
Event2026-03-31
Filed2026-04-14
CITIGROUP INC
-3.70%CITIGROUP INC
Shares78
Event2026-03-31
Filed2026-04-14
JCI
-4.41%JOHNSON CTLS INC
Shares65
Event2026-03-31
Filed2026-04-14
ADP
-37.50%AUTOMATIC DATA PROCESSING INC COM
Shares40
Event2026-03-31
Filed2026-04-14
MDLZ
-64.89%MONDELEZ INTL INC CL A
Shares138
Event2026-03-31
Filed2026-04-14
ORLY
-4.44%OREILLY AUTOMOTIVE INC COM
Shares86
Event2026-03-31
Filed2026-04-14
SAP
-4.17%SAP SE SPON ADR
Shares46
Event2026-03-31
Filed2026-04-14
R
0.00%RYDER SYS INC COM
Shares38
Event2026-03-31
Filed2026-04-14
APOLLO GLOBAL MGMT INC COM
-4.23%APOLLO GLOBAL MGMT INC COM
Shares68
Event2026-03-31
Filed2026-04-14
CB
0.00%CHUBB LTD SWITZ COM
Shares23
Event2026-03-31
Filed2026-04-14
UBS
-4.02%UBS GROUP AG SHS
Shares191
Event2026-03-31
Filed2026-04-14
IDXX
0.00%IDEXX LABS INC COM
Shares13
Event2026-03-31
Filed2026-04-14
EMR
-5.26%EMERSON ELEC CO COM
Shares54
Event2026-03-31
Filed2026-04-14
CSCO
0.00%CISCO SYS INC
Shares89
Event2026-03-31
Filed2026-04-14
VCIT
0.00%VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
Shares81
Event2026-03-31
Filed2026-04-14
VLTO
-5.06%VERALTO CORP COM SHS
Shares75
Event2026-03-31
Filed2026-04-14
MMC
-5.00%MARSH & MCLENNAN COS INC COM
Shares38
Event2026-03-31
Filed2026-04-14
KMI
0.00%KINDER MORGAN INC DEL COM
Shares195
Event2026-03-31
Filed2026-04-14
BAC
-95.52%BANK AMERICA CORP COM
Shares125
Event2026-03-31
Filed2026-04-14
TXN
0.00%TEXAS INSTRS INC COM
Shares29
Event2026-03-31
Filed2026-04-14
HLI
-4.88%HOULIHAN LOKEY INC CL A
Shares39
Event2026-03-31
Filed2026-04-14
CRM
-6.25%SALESFORCE COM
Shares30
Event2026-03-31
Filed2026-04-14
PFE
NewPFIZER INC COM
Shares199
Event2026-03-31
Filed2026-04-14
KO
0.00%COCA COLA CO COM
Shares73
Event2026-03-31
Filed2026-04-14
ANNALY CAPITAL MANAGEMENT INC
0.00%ANNALY CAPITAL MANAGEMENT INC
Shares253
Event2026-03-31
Filed2026-04-14
SONY
-3.86%SONY GROUP CORP SPONSORED ADR
Shares249
Event2026-03-31
Filed2026-04-14
PLTR
NewPALANTIR TECHNOLOGIES INC CL A
Shares32
Event2026-03-31
Filed2026-04-14
DOW
0.00%DOW HLDGS INC COM
Shares111
Event2026-03-31
Filed2026-04-14
TFC
0.00%TRUIST FINL CORP COM
Shares100
Event2026-03-31
Filed2026-04-14
NUE
0.00%NUCOR CORP COM
Shares26
Event2026-03-31
Filed2026-04-14
GSK PLC SPONSORED ADR
-4.00%GSK PLC SPONSORED ADR
Shares72
Event2026-03-31
Filed2026-04-14
AMD
NewADVANCED MICRO DEVICES INC COM
Shares19
Event2026-03-31
Filed2026-04-14
STCE
-17.65%SCHWAB CRYPTO THEMATIC ETF
Shares70
Event2026-03-31
Filed2026-04-14
SDOW
0.00%PROSHARES ULTRAPRO SHORT DOW30
Shares99
Event2026-03-31
Filed2026-04-14
BSX
-3.64%BOSTON SCIENTIFIC CORP COM
Shares53
Event2026-03-31
Filed2026-04-14
BABA
NewALIBABA GROUP HLDG LTD SPONSORED ADS
Shares25
Event2026-03-31
Filed2026-04-14
NAIL
-36.43%DIREXION DAILY HOMEBUILDERS & SUPPLIES BULL 3X ETF
Shares82
Event2026-03-31
Filed2026-04-14
LNC
-96.81%LINCOLN NATL CORP IND COM
Shares86
Event2026-03-31
Filed2026-04-14
ABT
0.00%ABBOTT LABORATORIES COM
Shares29
Event2026-03-31
Filed2026-04-14
NFLX
-99.96%NETFLIX INC. COM
Shares30
Event2026-03-31
Filed2026-04-14
SNOW
NewSNOWFLAKE INC COM SHS
Shares19
Event2026-03-31
Filed2026-04-14
GEHC
NewGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
Shares40
Event2026-03-31
Filed2026-04-14
ETH
0.00%GRAYSCALE ETHEREUM STAKING MINI ETF
Shares135
Event2026-03-31
Filed2026-04-14
OTIS
0.00%OTIS WORLDWIDE CORP COM
Shares33
Event2026-03-31
Filed2026-04-14
SPOT
0.00%SPOTIFY TECHNOLOGY S A SHS
Shares5
Event2026-03-31
Filed2026-04-14
SHLD
0.00%GLOBAL X DEFENSE TECH ETF
Shares34
Event2026-03-31
Filed2026-04-14
PROSHARES ULTRAPRO SHORT QQQ
0.00%PROSHARES ULTRAPRO SHORT QQQ
Shares29
Event2026-03-31
Filed2026-04-14
ISRG
NewINTUITIVE SURGICAL INC COM NEW
Shares5
Event2026-03-31
Filed2026-04-14
RH
NewRESTORATION HARDWARE
Shares16
Event2026-03-31
Filed2026-04-14
NXPI
NewNXP SEMICONDUCTORS N V COM
Shares10
Event2026-03-31
Filed2026-04-14
OGN
0.00%ORGANON & CO COMMON STOCK
Shares313
Event2026-03-31
Filed2026-04-14
BXSL
0.00%BLACKSTONE SECD LENDING FD COMMON STOCK
Shares76
Event2026-03-31
Filed2026-04-14
FLIN
0.00%FRANKLIN FTSE INDIA ETF
Shares50
Event2026-03-31
Filed2026-04-14
BE
0.00%BLOOM ENERGY CORP COM CL A
Shares12
Event2026-03-31
Filed2026-04-14
AJG
0.00%GALLAGHER ARTHUR J & CO COM
Shares7
Event2026-03-31
Filed2026-04-14
MARVELL TECHNOLOGY INC COM
NewMARVELL TECHNOLOGY INC COM
Shares15
Event2026-03-31
Filed2026-04-14
LHX
0.00%L3HARRIS TECHNOLOGIES INC COM
Shares4
Event2026-03-31
Filed2026-04-14
OUNZ
0.00%VANECK MERK GOLD ETF
Shares30
Event2026-03-31
Filed2026-04-14
XLK
0.00%TECHNOLOGY SELECT SECTOR SPDR
Shares10
Event2026-03-31
Filed2026-04-14
XLI
0.00%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares8
Event2026-03-31
Filed2026-04-14
HON
0.00%HONEYWELL INTL INC
Shares5
Event2026-03-31
Filed2026-04-14
BIDU
NewBAIDU COM ADR
Shares10
Event2026-03-31
Filed2026-04-14
TE CONNECTIVITY PLC ORD SHS
0.00%TE CONNECTIVITY PLC ORD SHS
Shares5
Event2026-03-31
Filed2026-04-14
KHC
0.00%KRAFT HEINZ CO COM
Shares46
Event2026-03-31
Filed2026-04-14
GSG
0.00%ISHARES S&P GSCI COMMODITY INDEXED TRUST
Shares30
Event2026-03-31
Filed2026-04-14
FXI
0.00%ISHARES FTSE CHINA ETF
Shares25
Event2026-03-31
Filed2026-04-14
TQQQ
0.00%PROSHARES ULTRAPRO QQQ
Shares20
Event2026-03-31
Filed2026-04-14
OBDC
0.00%BLUE OWL CAPITAL CORPORATION COM
Shares70
Event2026-03-31
Filed2026-04-14
ROKU
NewROKU INC COM CL A
Shares8
Event2026-03-31
Filed2026-04-14
NLR
NewVANECK URANIUM AND NUCLEAR ETF
Shares5
Event2026-03-31
Filed2026-04-14
FTWO
NewSTRIVE NATURAL RESOURCES AND SECURITY ETF
Shares14
Event2026-03-31
Filed2026-04-14
BWXT
0.00%BABCOCK COMMON STOCK
Shares3
Event2026-03-31
Filed2026-04-14
GRAYSCALE BITCOIN MINI TRUST ETF
NewGRAYSCALE BITCOIN MINI TRUST ETF
Shares20
Event2026-03-31
Filed2026-04-14
CRAK
NewVANECK OIL REFINERS ETF
Shares11
Event2026-03-31
Filed2026-04-14
XYZ
NewBLOCK INC CL A
Shares9
Event2026-03-31
Filed2026-04-14
GTLB
NewGITLAB INC CLASS A COM
Shares25
Event2026-03-31
Filed2026-04-14
RIG
0.00%TRANSOCEAN
Shares78
Event2026-03-31
Filed2026-04-14
XAR
NewSTATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
Shares2
Event2026-03-31
Filed2026-04-14
XLU
0.00%STATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares10
Event2026-03-31
Filed2026-04-14
PYPL
0.00%PAYPAL HLDGS INC COM
Shares10
Event2026-03-31
Filed2026-04-14
VST
NewVISTRA CORP COM
Shares3
Event2026-03-31
Filed2026-04-14
FANG
0.00%DIAMONDBACK ENERGY INC COM
Shares1
Event2026-03-31
Filed2026-04-14
WFC
0.00%WELLS FARGO & CO COM
Shares2
Event2026-03-31
Filed2026-04-14
CBRE
0.00%CBRE GROUP INC CL A
Shares1
Event2026-03-31
Filed2026-04-14
WES
0.00%WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
Shares2
Event2026-03-31
Filed2026-04-14
IONQ
-98.66%IONQ INC COM
Shares3
Event2026-03-31
Filed2026-04-14
SOLSTICE ADVANCED MATLS INC COM SHS
NewSOLSTICE ADVANCED MATLS INC COM SHS
Shares1
Event2026-03-31
Filed2026-04-14
OXY
0.00%OCCIDENTAL PETE CORP COM
Shares1
Event2026-03-31
Filed2026-04-14
MRNA
NewMODERNA INC COM
Shares1
Event2026-03-31
Filed2026-04-14
DAL
Sold allDELTA AIR LINES INC COM NEW
SharesN/A
Event2026-03-31
Filed2026-04-14
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