Sponsored

The Analysis of Westmount Partners, LLC's Holdings & P&L

Currently, Westmount Partners, LLC holds 262 types of securities in its portfolio with a total value $405.9M. In the most recent quarter, they have increased their positions in XSHQ (+40.0K shares, valued at $2.2M), VUG (+4.8K shares, valued at $2.1M), ABBV (+7.2K shares, valued at $1.6M); decreased their positions in ILMN (-5.0K shares, valued at $614.3K), N/A (-998 shares, valued at $281.1K), SPY (-366 shares, valued at $238.0K); initiated new positions in XSHQ (+40.0K shares, valued at $2.2M), N/A (+13.4K shares, valued at $1.3M), IYW (+4.5K shares, valued at $821.8K).

1M P&L

+12.0M+3.22%

3M P&L

-11.8M-2.98%

HY P&L

-7.4M-1.88%

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/A119.6M

35.2%

2Consumer Electronics43.8M

12.9%

3Semiconductors19.7M

5.8%

Top Industries by Stock Count

1N/A97 stocks

40.4%

2Software - Application9 stocks

3.8%

3Drug Manufacturers - General8 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC172.7K shares1.58%2026-03-312026-04-16

NVDA NVIDIA CORPORATION89.5K shares-0.26%2026-03-312026-04-16

BROADCOM INC BROADCOM INC48.2K shares0.01%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS24.1K shares1.88%2026-03-312026-04-16

MSFT MICROSOFT CORP38.0K shares6.18%2026-03-312026-04-16

CACI CACI INTL INC21.3K shares0.00%2026-03-312026-04-16

AMZN AMAZON COM INC48.0K shares14.77%2026-03-312026-04-16

ALPHABET INC ALPHABET INC32.8K shares14.39%2026-03-312026-04-16

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL18.3K shares7.46%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T13.4K shares-2.66%2026-03-312026-04-16

VT VANGUARD INTL EQUITY INDEX F55.8K shares2.35%2026-03-312026-04-16

IVV ISHARES TR11.7K shares0.73%2026-03-312026-04-16

WMT WALMART INC57.1K shares3.88%2026-03-312026-04-16

VTI VANGUARD INDEX FDS20.4K shares-3.33%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR9.4K shares18.84%2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS19.4K shares0.35%2026-03-312026-04-16

Sponsored

ALPHABET INC ALPHABET INC16.0K shares20.09%2026-03-312026-04-16

ILMN ILLUMINA INC35.1K shares-12.43%2026-03-312026-04-16

MASI MASIMO CORP24.2K shares0.00%2026-03-312026-04-16

VUG VANGUARD INDEX FDS8.4K shares132.74%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION3.6K shares5.19%2026-03-312026-04-16

AOA ISHARES TR37.2K shares2.40%2026-03-312026-04-16

IJR ISHARES TR26.3K shares0.96%2026-03-312026-04-16

XOM EXXON MOBIL CORP18.4K shares32.53%2026-03-312026-04-16

Sponsored

META META PLATFORMS INC5.4K shares-2.32%2026-03-312026-04-16

BMRC BANK OF MARIN BANCORP115.5K shares0.81%2026-03-312026-04-16

NFLX NETFLIX INC.30.4K shares0.86%2026-03-312026-04-16

DFUV DIMENSIONAL ETF TRUST60.2K shares0.00%2026-03-312026-04-16

ORCL ORACLE CORP19.4K shares2.41%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON11.3K shares12.67%2026-03-312026-04-16

SCHX SCHWAB STRATEGIC TR105.3K shares0.00%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO9.1K shares4.57%2026-03-312026-04-16

Sponsored

ABBV ABBVIE INC12.2K shares143.39%2026-03-312026-04-16

TSLA TESLA INC7.1K shares61.92%2026-03-312026-04-16

KFY KORN FERRY41.5K shares0.00%2026-03-312026-04-16

PG PROCTER & GAMBLE CO17.4K shares16.76%2026-03-312026-04-16

IVE ISHARES TR11.7K shares80.33%2026-03-312026-04-16

WFC WELLS FARGO & CO30.7K shares0.34%2026-03-312026-04-16

EFA ISHARES TR25.1K shares-0.02%2026-03-312026-04-16

FNDX SCHWAB STRATEGIC TR79.7K shares0.00%2026-03-312026-04-16

Sponsored

XSHQ INVESCO EXCH TRADED FD TR II40.0K sharesnew addition2026-03-312026-04-16

HD HOME DEPOT INC6.5K shares-0.52%2026-03-312026-04-16

LLY ELI LILLY & CO2.3K shares12.10%2026-03-312026-04-16

USFR WISDOMTREE TR42.1K shares0.12%2026-03-312026-04-16

IWM ISHARES TR8.2K shares3.15%2026-03-312026-04-16

HOOD ROBINHOOD MKTS INC28.0K shares-2.18%2026-03-312026-04-16

V VISA INC6.4K shares-0.74%2026-03-312026-04-16

SCHG SCHWAB STRATEGIC TR65.6K shares-1.34%2026-03-312026-04-16

Sponsored

ASTH ASTRANA HEALTH INC77.8K shares-2.10%2026-03-312026-04-16

IVW ISHARES TR16.6K shares13.00%2026-03-312026-04-16

FNDF SCHWAB STRATEGIC TR37.6K shares0.00%2026-03-312026-04-16

IWB ISHARES TR4.8K shares0.00%2026-03-312026-04-16

DIS DISNEY WALT CO17.6K shares0.02%2026-03-312026-04-16

DFAS DIMENSIONAL ETF TRUST23.6K shares-1.21%2026-03-312026-04-16

ISRG INTUITIVE SURGICAL INC3.5K shares-1.06%2026-03-312026-04-16

ITOT ISHARES TR10.9K shares0.19%2026-03-312026-04-16

Sponsored

SCHF SCHWAB STRATEGIC TR60.8K shares0.64%2026-03-312026-04-16

PSX PHILLIPS 667.9K shares0.03%2026-03-312026-04-16

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-16

IEFA ISHARES TR15.0K shares2.68%2026-03-312026-04-16

IWF ISHARES TR3.2K shares-0.66%2026-03-312026-04-16

BA BOEING CO6.8K shares149.18%2026-03-312026-04-16

AMGN AMGEN INC3.8K shares3.04%2026-03-312026-04-16

QCOM QUALCOMM INC10.4K shares1.92%2026-03-312026-04-16

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC13.4K sharesnew addition2026-03-312026-04-16

GE AEROSPACE GE AEROSPACE4.7K shares79.71%2026-03-312026-04-16

CAT CATERPILLAR INC1.9K shares0.82%2026-03-312026-04-16

FNDA SCHWAB STRATEGIC TR40.4K shares0.00%2026-03-312026-04-16

SCHA SCHWAB STRATEGIC TR44.7K shares0.00%2026-03-312026-04-16

INTC INTEL CORP28.9K shares179.19%2026-03-312026-04-16

SDY SPDR SERIES TRUST8.6K shares0.16%2026-03-312026-04-16

DFAX DIMENSIONAL ETF TRUST36.1K shares0.00%2026-03-312026-04-16

Sponsored

XLK SELECT SECTOR SPDR TR9.2K shares-0.41%2026-03-312026-04-16

WSM WILLIAMS SONOMA INC6.6K shares4.25%2026-03-312026-04-16

VEA VANGUARD TAX-MANAGED FDS18.5K shares1.71%2026-03-312026-04-16

RDNT RADNET INC20.0K shares0.00%2026-03-312026-04-16

AOR ISHARES TR17.3K shares9.27%2026-03-312026-04-16

EEM ISHARES TR19.5K shares83.33%2026-03-312026-04-16

AXP AMERICAN EXPRESS CO3.6K shares63.02%2026-03-312026-04-16

VCSH VANGUARD SCOTTSDALE FDS13.5K shares2.77%2026-03-312026-04-16

Sponsored

VGT VANGUARD WORLD FD1.5K shares11.11%2026-03-312026-04-16

FNDE SCHWAB STRATEGIC TR26.0K shares0.00%2026-03-312026-04-16

SCZ ISHARES TR12.6K shares4.07%2026-03-312026-04-16

IONS IONIS PHARMACEUTICALS INC13.0K shares0.00%2026-03-312026-04-16

BAC BANK AMERICA CORP19.8K shares-11.24%2026-03-312026-04-16

HON HONEYWELL INTL INC4.2K shares0.07%2026-03-312026-04-16

COP CONOCOPHILLIPS7.1K shares0.01%2026-03-312026-04-16

KO COCA COLA CO12.3K shares-1.63%2026-03-312026-04-16

Sponsored

VIG VANGUARD SPECIALIZED FUNDS4.3K shares-2.55%2026-03-312026-04-16

CRBN ISHARES TR4.1K shares-1.92%2026-03-312026-04-16

SRE SEMPRA9.4K shares-4.27%2026-03-312026-04-16

SCHB SCHWAB STRATEGIC TR36.5K shares11.24%2026-03-312026-04-16

SCHE SCHWAB STRATEGIC TR27.5K shares0.00%2026-03-312026-04-16

TSM TAIWAN SEMICONDUCTOR MANUFAC2.5K shares14.02%2026-03-312026-04-16

UPRO PROSHARES TR8.5K shares1.30%2026-03-312026-04-16

IYW ISHARES TR4.5K sharesnew addition2026-03-312026-04-16

Sponsored

GS GOLDMAN SACHS GROUP INC922 shares99.57%2026-03-312026-04-16

IJH ISHARES TR11.5K shares-5.41%2026-03-312026-04-16

LMT LOCKHEED MARTIN CORP1.3K shares1.67%2026-03-312026-04-16

RSI RUSH STREET INTERACTIVE INC35.1K shares0.00%2026-03-312026-04-16

CVX CHEVRON CORPORATION3.6K shares-2.16%2026-03-312026-04-16

VB VANGUARD INDEX FDS2.8K shares-8.87%2026-03-312026-04-16

PANW PALO ALTO NETWORKS INC4.6K sharesnew addition2026-03-312026-04-16

PEP PEPSICO INC4.7K shares16.97%2026-03-312026-04-16

Sponsored

DFAT DIMENSIONAL ETF TRUST11.7K shares31.32%2026-03-312026-04-16

IWD ISHARES TR3.4K shares0.00%2026-03-312026-04-16

VTV VANGUARD INDEX FDS3.7K shares0.03%2026-03-312026-04-16

VWO VANGUARD INTL EQUITY INDEX F13.2K shares0.98%2026-03-312026-04-16

VCIT VANGUARD SCOTTSDALE FDS8.4K sharesnew addition2026-03-312026-04-16

NEE NEXTERA ENERGY INC7.4K shares11.14%2026-03-312026-04-16

VTES VANGUARD WELLINGTON FD6.8K sharesnew addition2026-03-312026-04-16

MCD MCDONALDS CORP2.2K shares1.43%2026-03-312026-04-16

Sponsored

MA MASTERCARD INCORPORATED1.4K shares-0.81%2026-03-312026-04-16

LAM RESEARCH CORP LAM RESEARCH CORP3.1K shares1.10%2026-03-312026-04-16

MGK VANGUARD WORLD FD1.8K shares-0.45%2026-03-312026-04-16

GEV GE VERNOVA INC750 shares74.83%2026-03-312026-04-16

CRWD CROWDSTRIKE HLDGS INC1.7K shares184.62%2026-03-312026-04-16

VHT VANGUARD WORLD FD2.4K shares0.00%2026-03-312026-04-16

BMY BRISTOL-MYERS SQUIBB CO10.4K shares0.11%2026-03-312026-04-16

SHOP SHOPIFY INC5.3K shares-1.43%2026-03-312026-04-16

Sponsored

BLACKSTONE INC BLACKSTONE INC5.5K shares0.35%2026-03-312026-04-16

DFIC DIMENSIONAL ETF TRUST16.8K sharesnew addition2026-03-312026-04-16

JBND J P MORGAN EXCHANGE TRADED F11.0K sharesnew addition2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC4.9K shares6.98%2026-03-312026-04-16

PM PHILIP MORRIS INTL INC3.5K shares0.26%2026-03-312026-04-16

GLD SPDR GOLD TR1.3K shares0.30%2026-03-312026-04-16

T AT&T INC19.5K shares0.05%2026-03-312026-04-16

LOW LOWES COS INC2.4K shares-1.40%2026-03-312026-04-16

Sponsored

UNP UNION PAC CORP2.3K shares21.42%2026-03-312026-04-16

CSCO CISCO SYS INC7.2K shares42.05%2026-03-312026-04-16

PSLV SPROTT ASSET MANAGEMENT LP22.9K sharesnew addition2026-03-312026-04-16

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC5.0K shares0.00%2026-03-312026-04-16

VEU VANGUARD INTL EQUITY INDEX F7.4K shares0.00%2026-03-312026-04-16

IWR ISHARES TR5.6K shares-2.33%2026-03-312026-04-16

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II20.1K shares0.00%2026-03-312026-04-16

TMO THERMO FISHER SCIENTIFIC INC1.1K shares-12.11%2026-03-312026-04-16

Sponsored

IEMG ISHARES INC7.6K shares2.05%2026-03-312026-04-16

MO ALTRIA GROUP INC8.0K shares0.30%2026-03-312026-04-16

IEO ISHARES TR4.2K shares0.45%2026-03-312026-04-16

MSB MESABI TR16.9K shares-19.18%2026-03-312026-04-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.0K shares-1.61%2026-03-312026-04-16

DE DEERE & CO923 shares1.10%2026-03-312026-04-16

VO VANGUARD INDEX FDS1.8K shares0.28%2026-03-312026-04-16

GRMN GARMIN LTD2.2K shares1.94%2026-03-312026-04-16

Sponsored

TOTL SSGA ACTIVE ETF TR12.8K shares6.59%2026-03-312026-04-16

JMST J P MORGAN EXCHANGE TRADED F9.9K sharesnew addition2026-03-312026-04-16

NUE NUCOR CORP2.9K shares0.07%2026-03-312026-04-16

CAH CARDINAL HEALTH INC2.3K sharesnew addition2026-03-312026-04-16

GLNG GOLAR LNG LTD9.1K shares0.01%2026-03-312026-04-16

PDN INVESCO EXCH TRADED FD TR II11.3K shares0.00%2026-03-312026-04-16

BOND PIMCO ETF TR5.3K shares3.81%2026-03-312026-04-16

FICO FAIR ISAAC CORP446 shares0.00%2026-03-312026-04-16

Sponsored

IYR ISHARES TR5.0K shares-0.71%2026-03-312026-04-16

IXUS ISHARES TR5.4K shares0.00%2026-03-312026-04-16

CSX CSX CORP11.4K shares0.36%2026-03-312026-04-16

DFUS DIMENSIONAL ETF TRUST6.5K shares43.30%2026-03-312026-04-16

ABT ABBOTT LABORATORIES4.4K shares-0.11%2026-03-312026-04-16

EIX EDISON INTL6.2K shares0.13%2026-03-312026-04-16

SCHW SCHWAB CHARLES CORP4.7K shares1.57%2026-03-312026-04-16

DFIV DIMENSIONAL ETF TRUST8.3K shares50.92%2026-03-312026-04-16

Sponsored

GRAL GRAIL INC8.3K shares0.00%2026-03-312026-04-16

VYM VANGUARD WHITEHALL FDS2.9K shares0.45%2026-03-312026-04-16

CELESTICA INC CELESTICA INC1.5K shares-39.92%2026-03-312026-04-16

ASML ASML HLDG NV318 shares1.27%2026-03-312026-04-16

IUSG ISHARES TR2.7K shares0.07%2026-03-312026-04-16

EATON CORP PLC EATON CORP PLC1.2K shares3.49%2026-03-312026-04-16

GBTC GRAYSCALE BITCOIN TRUST ETF7.8K shares-19.26%2026-03-312026-04-16

GPIQ GOLDMAN SACHS ETF TR8.2K sharesnew addition2026-03-312026-04-16

Sponsored

SCHV SCHWAB STRATEGIC TR13.3K shares0.00%2026-03-312026-04-16

GILD GILEAD SCIENCES INC2.8K shares0.32%2026-03-312026-04-16

SHEL SHELL PLC4.2K shares0.00%2026-03-312026-04-16

MLI MUELLER INDS INC3.5K sharesnew addition2026-03-312026-04-16

VFC V F CORP22.5K sharesnew addition2026-03-312026-04-16

URI UNITED RENTALS INC523 shares0.00%2026-03-312026-04-16

CMCSA COMCAST CORP NEW13.2K shares-0.59%2026-03-312026-04-16

COIN COINBASE GLOBAL INC2.2K shares35.15%2026-03-312026-04-16

Sponsored

AOM ISHARES TR7.9K shares12.16%2026-03-312026-04-16

KLAC KLA CORP254 sharesnew addition2026-03-312026-04-16

VZ VERIZON COMMUNICATIONS INC7.4K shares3.51%2026-03-312026-04-16

AMD ADVANCED MICRO DEVICES INC1.8K shares-11.01%2026-03-312026-04-16

NYT NEW YORK TIMES CO MTN BE4.4K shares0.00%2026-03-312026-04-16

VSS VANGUARD INTL EQUITY INDEX F2.5K shares0.00%2026-03-312026-04-16

RTX RTX CORPORATION1.9K shares-2.85%2026-03-312026-04-16

TIP ISHARES TR3.2K shares0.00%2026-03-312026-04-16

Sponsored

SBUX STARBUCKS CORP4.0K shares5.98%2026-03-312026-04-16

PFE PFIZER INC12.6K shares21.11%2026-03-312026-04-16

XLE SELECT SECTOR SPDR TR5.8K shares0.91%2026-03-312026-04-16

DIHP DIMENSIONAL ETF TRUST10.8K sharesnew addition2026-03-312026-04-16

JMUB J P MORGAN EXCHANGE TRADED F7.0K sharesnew addition2026-03-312026-04-16

SPC TRUST FOR PROFESSIONAL MANAG17.8K shares-28.46%2026-03-312026-04-16

CVNA CARVANA CO1.1K shares-1.25%2026-03-312026-04-16

WM WASTE MGMT INC DEL1.5K shares0.34%2026-03-312026-04-16

Sponsored

FENI FIDELITY COVINGTON TRUST9.0K shares0.74%2026-03-312026-04-16

ALNY ALNYLAM PHARMACEUTICALS INC1.0K shares0.00%2026-03-312026-04-16

PNC PNC FINL SVCS GROUP INC1.6K shares-2.05%2026-03-312026-04-16

PYLD PIMCO ETF TR12.4K sharesnew addition2026-03-312026-04-16

NU NU HLDGS LTD22.4K shares0.00%2026-03-312026-04-16

PLTR PALANTIR TECHNOLOGIES INC2.2K shares-10.42%2026-03-312026-04-16

NOW SERVICENOW INC3.0K shares103.37%2026-03-312026-04-16

BLACKROCK INC BLACKROCK INC328 shares4.46%2026-03-312026-04-16

Sponsored

IBIT ISHARES BITCOIN TRUST ETF8.1K shares71.77%2026-03-312026-04-16

CITIGROUP INC CITIGROUP INC2.8K sharesnew addition2026-03-312026-04-16

ED CONSOLIDATED EDISON INC2.8K shares0.00%2026-03-312026-04-16

VXF VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-04-16

NTHI NEONC TECHNOLOGIES HLDGS INC43.3K shares0.00%2026-03-312026-04-16

SOFI SOFI TECHNOLOGIES INC18.6K sharesnew addition2026-03-312026-04-16

BKNG BOOKING HOLDINGS INC69 shares-1.43%2026-03-312026-04-16

MS MORGAN STANLEY1.7K shares-2.13%2026-03-312026-04-16

Sponsored

TQQQ PROSHARES TR6.9K shares-4.90%2026-03-312026-04-16

RCL ROYAL CARIBBEAN GROUP1.0K sharesnew addition2026-03-312026-04-16

IJK ISHARES TR2.8K shares0.00%2026-03-312026-04-16

CDNS CADENCE DESIGN SYSTEM INC1.0K shares0.00%2026-03-312026-04-16

TJX TJX COS INC NEW1.7K shares0.00%2026-03-312026-04-16

RL RALPH LAUREN CORP804 shares0.12%2026-03-312026-04-16

ADBE ADOBE INC1.1K sharesnew addition2026-03-312026-04-16

FIX COMFORT SYS USA INC200 sharesnew addition2026-03-312026-04-16

Sponsored

UBER UBER TECHNOLOGIES INC3.8K sharesnew addition2026-03-312026-04-16

CWB SPDR SERIES TRUST3.0K shares0.17%2026-03-312026-04-16

INMD INMODE LTD19.5K sharesnew addition2026-03-312026-04-16

SYK STRYKER CORPORATION803 shares18.96%2026-03-312026-04-16

XNTK SPDR SERIES TRUST1.0K shares0.00%2026-03-312026-04-16

REXR REXFORD INDL RLTY INC8.0K shares0.00%2026-03-312026-04-16

NKE NIKE INC4.9K shares7.65%2026-03-312026-04-16

BARRICK MNG CORP BARRICK MNG CORP6.3K shares0.00%2026-03-312026-04-16

Sponsored

QDF FLEXSHARES TR3.2K shares0.00%2026-03-312026-04-16

CVS CVS HEALTH CORP3.5K shares1.12%2026-03-312026-04-16

TRV TRAVELERS COMPANIES INC869 shares0.12%2026-03-312026-04-16

VNQ VANGUARD INDEX FDS2.8K shares0.35%2026-03-312026-04-16

GLW CORNING INC1.8K sharesnew addition2026-03-312026-04-16

LINDE PLC LINDE PLC500 shares0.00%2026-03-312026-04-16

CMI CUMMINS INC459 sharesnew addition2026-03-312026-04-16

MMM 3M CO1.7K shares-1.13%2026-03-312026-04-16

Sponsored

TSLX SIXTH STREET SPECIALTY LENDI13.0K shares0.00%2026-03-312026-04-16

EAOA ISHARES TR5.9K shares2.81%2026-03-312026-04-16

PFG PRINCIPAL FINANCIAL GROUP IN2.6K shares0.00%2026-03-312026-04-16

ESLT ELBIT SYS LTD280 sharesnew addition2026-03-312026-04-16

STWD STARWOOD PPTY TR INC13.8K shares0.75%2026-03-312026-04-16

BBIO BRIDGEBIO PHARMA INC3.2K shares1.17%2026-03-312026-04-16

PAYX PAYCHEX INC2.5K shares-2.86%2026-03-312026-04-16

NVS NOVARTIS AG1.5K sharesnew addition2026-03-312026-04-16

Sponsored

SNOW SNOWFLAKE INC1.5K sharesnew addition2026-03-312026-04-16

EMB ISHARES TR2.4K shares0.71%2026-03-312026-04-16

AMAT APPLIED MATLS INC663 sharesnew addition2026-03-312026-04-16

IDXX IDEXX LABS INC400 shares0.00%2026-03-312026-04-16

VBR VANGUARD INDEX FDS1.0K shares0.00%2026-03-312026-04-16

ICE INTERCONTINENTAL EXCHANGE IN1.4K shares-6.68%2026-03-312026-04-16

ALL ALLSTATE CORP1.1K shares0.09%2026-03-312026-04-16

RDDT REDDIT INC1.6K shares-36.08%2026-03-312026-04-16

Sponsored

TXN TEXAS INSTRS INC1.1K sharesnew addition2026-03-312026-04-16

CRM SALESFORCE INC1.1K shares-8.33%2026-03-312026-04-16

EAOR ISHARES TR6.0K shares0.00%2026-03-312026-04-16

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.0K shares-9.25%2026-03-312026-04-16

MAT MATTEL INC13.6K shares0.00%2026-03-312026-04-16

GSBD GOLDMAN SACHS BDC INC15.0K shares1.49%2026-03-312026-04-16

PNBK PATRIOT NATL BANCORP INC100.0K shares400.00%2026-03-312026-04-16

STARZ ENTERTAINMENT CORP. STARZ ENTERTAINMENT CORP.10.0K shares0.00%2026-03-312026-04-16

Sponsored

EHI WESTERN ASSET GBL HIGH INC F10.0K shares0.00%2026-03-312026-04-16

NNOX NANO X IMAGING LTD24.2K shares0.00%2026-03-312026-04-16

CRBU CARIBOU BIOSCIENCES INC19.6K sharesnew addition2026-03-312026-04-16

OPK OPKO HEALTH INC18.6K shares0.00%2026-03-312026-04-16

FNGR FINGERMOTION INC20.0K sharesnew addition2026-03-312026-04-16

FATE FATE THERAPEUTICS INC10.1K shares0.00%2026-03-312026-04-16

AAPL

APPLE INC

1.58%

Shares172.7K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

-0.26%

Shares89.5K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

0.01%

Shares48.2K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

1.88%

Shares24.1K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

6.18%

Shares38.0K

Event2026-03-31

Filed2026-04-16

CACI

CACI INTL INC

0.00%

Shares21.3K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

14.77%

Shares48.0K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

14.39%

Shares32.8K

Event2026-03-31

Filed2026-04-16

BERKSHIRE HATHAWAY INC DEL

7.46%

Shares18.3K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

-2.66%

Shares13.4K

Event2026-03-31

Filed2026-04-16

VANGUARD INTL EQUITY INDEX F

2.35%

Shares55.8K

Event2026-03-31

Filed2026-04-16

IVV

ISHARES TR

0.73%

Shares11.7K

Event2026-03-31

Filed2026-04-16

WMT

WALMART INC

3.88%

Shares57.1K

Event2026-03-31

Filed2026-04-16

VTI

VANGUARD INDEX FDS

-3.33%

Shares20.4K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TR

18.84%

Shares9.4K

Event2026-03-31

Filed2026-04-16

IBM

INTERNATIONAL BUSINESS MACHS

0.35%

Shares19.4K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

20.09%

Shares16.0K

Event2026-03-31

Filed2026-04-16

ILMN

ILLUMINA INC

-12.43%

Shares35.1K

Event2026-03-31

Filed2026-04-16

MASI

MASIMO CORP

0.00%

Shares24.2K

Event2026-03-31

Filed2026-04-16

VUG

VANGUARD INDEX FDS

132.74%

Shares8.4K

Event2026-03-31

Filed2026-04-16

COST

COSTCO WHOLESALE CORPORATION

5.19%

Shares3.6K

Event2026-03-31

Filed2026-04-16

AOA

ISHARES TR

2.40%

Shares37.2K

Event2026-03-31

Filed2026-04-16

IJR

ISHARES TR

0.96%

Shares26.3K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

32.53%

Shares18.4K

Event2026-03-31

Filed2026-04-16

META

META PLATFORMS INC

-2.32%

Shares5.4K

Event2026-03-31

Filed2026-04-16

BMRC

BANK OF MARIN BANCORP

0.81%

Shares115.5K

Event2026-03-31

Filed2026-04-16

NFLX

NETFLIX INC.

0.86%

Shares30.4K

Event2026-03-31

Filed2026-04-16

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares60.2K

Event2026-03-31

Filed2026-04-16

ORCL

ORACLE CORP

2.41%

Shares19.4K

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON

12.67%

Shares11.3K

Event2026-03-31

Filed2026-04-16

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares105.3K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

4.57%

Shares9.1K

Event2026-03-31

Filed2026-04-16

ABBV

ABBVIE INC

143.39%

Shares12.2K

Event2026-03-31

Filed2026-04-16

TSLA

TESLA INC

61.92%

Shares7.1K

Event2026-03-31

Filed2026-04-16

KFY

KORN FERRY

0.00%

Shares41.5K

Event2026-03-31

Filed2026-04-16

PROCTER & GAMBLE CO

16.76%

Shares17.4K

Event2026-03-31

Filed2026-04-16

IVE

ISHARES TR

80.33%

Shares11.7K

Event2026-03-31

Filed2026-04-16

WFC

WELLS FARGO & CO

0.34%

Shares30.7K

Event2026-03-31

Filed2026-04-16

EFA

ISHARES TR

-0.02%

Shares25.1K

Event2026-03-31

Filed2026-04-16

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares79.7K

Event2026-03-31

Filed2026-04-16

XSHQ

INVESCO EXCH TRADED FD TR II

New

Shares40.0K

Event2026-03-31

Filed2026-04-16

HOME DEPOT INC

-0.52%

Shares6.5K

Event2026-03-31

Filed2026-04-16

LLY

ELI LILLY & CO

12.10%

Shares2.3K

Event2026-03-31

Filed2026-04-16

USFR

WISDOMTREE TR

0.12%

Shares42.1K

Event2026-03-31

Filed2026-04-16

IWM

ISHARES TR

3.15%

Shares8.2K

Event2026-03-31

Filed2026-04-16

HOOD

ROBINHOOD MKTS INC

-2.18%

Shares28.0K

Event2026-03-31

Filed2026-04-16

VISA INC

-0.74%

Shares6.4K

Event2026-03-31

Filed2026-04-16

SCHG

SCHWAB STRATEGIC TR

-1.34%

Shares65.6K

Event2026-03-31

Filed2026-04-16

ASTH

ASTRANA HEALTH INC

-2.10%

Shares77.8K

Event2026-03-31

Filed2026-04-16

IVW

ISHARES TR

13.00%

Shares16.6K

Event2026-03-31

Filed2026-04-16

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares37.6K

Event2026-03-31

Filed2026-04-16

IWB

ISHARES TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-16

DIS

DISNEY WALT CO

0.02%

Shares17.6K

Event2026-03-31

Filed2026-04-16

DFAS

DIMENSIONAL ETF TRUST

-1.21%

Shares23.6K

Event2026-03-31

Filed2026-04-16

ISRG

INTUITIVE SURGICAL INC

-1.06%

Shares3.5K

Event2026-03-31

Filed2026-04-16

ITOT

ISHARES TR

0.19%

Shares10.9K

Event2026-03-31

Filed2026-04-16

SCHF

SCHWAB STRATEGIC TR

0.64%

Shares60.8K

Event2026-03-31

Filed2026-04-16

PSX

PHILLIPS 66

0.03%

Shares7.9K

Event2026-03-31

Filed2026-04-16

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-04-16

IEFA

ISHARES TR

2.68%

Shares15.0K

Event2026-03-31

Filed2026-04-16

IWF

ISHARES TR

-0.66%

Shares3.2K

Event2026-03-31

Filed2026-04-16

BOEING CO

149.18%

Shares6.8K

Event2026-03-31

Filed2026-04-16

AMGN

AMGEN INC

3.04%

Shares3.8K

Event2026-03-31

Filed2026-04-16

QCOM

QUALCOMM INC

1.92%

Shares10.4K

Event2026-03-31

Filed2026-04-16

MARVELL TECHNOLOGY INC

New

Shares13.4K

Event2026-03-31

Filed2026-04-16

GE AEROSPACE

79.71%

Shares4.7K

Event2026-03-31

Filed2026-04-16

CAT

CATERPILLAR INC

0.82%

Shares1.9K

Event2026-03-31

Filed2026-04-16

FNDA

SCHWAB STRATEGIC TR

0.00%

Shares40.4K

Event2026-03-31

Filed2026-04-16

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares44.7K

Event2026-03-31

Filed2026-04-16

INTC

INTEL CORP

179.19%

Shares28.9K

Event2026-03-31

Filed2026-04-16

SDY

SPDR SERIES TRUST

0.16%

Shares8.6K

Event2026-03-31

Filed2026-04-16

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares36.1K

Event2026-03-31

Filed2026-04-16

XLK

SELECT SECTOR SPDR TR

-0.41%

Shares9.2K

Event2026-03-31

Filed2026-04-16

WSM

WILLIAMS SONOMA INC

4.25%

Shares6.6K

Event2026-03-31

Filed2026-04-16

VEA

VANGUARD TAX-MANAGED FDS

1.71%

Shares18.5K

Event2026-03-31

Filed2026-04-16

RDNT

RADNET INC

0.00%

Shares20.0K

Event2026-03-31

Filed2026-04-16

AOR

ISHARES TR

9.27%

Shares17.3K

Event2026-03-31

Filed2026-04-16

EEM

ISHARES TR

83.33%

Shares19.5K

Event2026-03-31

Filed2026-04-16

AXP

AMERICAN EXPRESS CO

63.02%

Shares3.6K

Event2026-03-31

Filed2026-04-16

VCSH

VANGUARD SCOTTSDALE FDS

2.77%

Shares13.5K

Event2026-03-31

Filed2026-04-16

VGT

VANGUARD WORLD FD

11.11%

Shares1.5K

Event2026-03-31

Filed2026-04-16

FNDE

SCHWAB STRATEGIC TR

0.00%

Shares26.0K

Event2026-03-31

Filed2026-04-16

SCZ

ISHARES TR

4.07%

Shares12.6K

Event2026-03-31

Filed2026-04-16

IONS

IONIS PHARMACEUTICALS INC

0.00%

Shares13.0K

Event2026-03-31

Filed2026-04-16

BAC

BANK AMERICA CORP

-11.24%

Shares19.8K

Event2026-03-31

Filed2026-04-16

HON

HONEYWELL INTL INC

0.07%

Shares4.2K

Event2026-03-31

Filed2026-04-16

COP

CONOCOPHILLIPS

0.01%

Shares7.1K

Event2026-03-31

Filed2026-04-16

COCA COLA CO

-1.63%

Shares12.3K

Event2026-03-31

Filed2026-04-16

VIG

VANGUARD SPECIALIZED FUNDS

-2.55%

Shares4.3K

Event2026-03-31

Filed2026-04-16

CRBN

ISHARES TR

-1.92%

Shares4.1K

Event2026-03-31

Filed2026-04-16

SRE

SEMPRA

-4.27%

Shares9.4K

Event2026-03-31

Filed2026-04-16

SCHB

SCHWAB STRATEGIC TR

11.24%

Shares36.5K

Event2026-03-31

Filed2026-04-16

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares27.5K

Event2026-03-31

Filed2026-04-16

TSM

TAIWAN SEMICONDUCTOR MANUFAC

14.02%

Shares2.5K

Event2026-03-31

Filed2026-04-16

UPRO

PROSHARES TR

1.30%

Shares8.5K

Event2026-03-31

Filed2026-04-16

IYW

ISHARES TR

New

Shares4.5K

Event2026-03-31

Filed2026-04-16

GOLDMAN SACHS GROUP INC

99.57%

Shares922

Event2026-03-31

Filed2026-04-16

IJH

ISHARES TR

-5.41%

Shares11.5K

Event2026-03-31

Filed2026-04-16

LMT

LOCKHEED MARTIN CORP

1.67%

Shares1.3K

Event2026-03-31

Filed2026-04-16

RSI

RUSH STREET INTERACTIVE INC

0.00%

Shares35.1K

Event2026-03-31

Filed2026-04-16

CVX

CHEVRON CORPORATION

-2.16%

Shares3.6K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-8.87%

Shares2.8K

Event2026-03-31

Filed2026-04-16

PANW

PALO ALTO NETWORKS INC

New

Shares4.6K

Event2026-03-31

Filed2026-04-16

PEP

PEPSICO INC

16.97%

Shares4.7K

Event2026-03-31

Filed2026-04-16

DFAT

DIMENSIONAL ETF TRUST

31.32%

Shares11.7K

Event2026-03-31

Filed2026-04-16

IWD

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-16

VTV

VANGUARD INDEX FDS

0.03%

Shares3.7K

Event2026-03-31

Filed2026-04-16

VWO

VANGUARD INTL EQUITY INDEX F

0.98%

Shares13.2K

Event2026-03-31

Filed2026-04-16

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares8.4K

Event2026-03-31

Filed2026-04-16

NEE

NEXTERA ENERGY INC

11.14%

Shares7.4K

Event2026-03-31

Filed2026-04-16

VTES

VANGUARD WELLINGTON FD

New

Shares6.8K

Event2026-03-31

Filed2026-04-16

MCD

MCDONALDS CORP

1.43%

Shares2.2K

Event2026-03-31

Filed2026-04-16

MASTERCARD INCORPORATED

-0.81%

Shares1.4K

Event2026-03-31

Filed2026-04-16

LAM RESEARCH CORP

1.10%

Shares3.1K

Event2026-03-31

Filed2026-04-16

MGK

VANGUARD WORLD FD

-0.45%

Shares1.8K

Event2026-03-31

Filed2026-04-16

GEV

GE VERNOVA INC

74.83%

Shares750

Event2026-03-31

Filed2026-04-16

CRWD

CROWDSTRIKE HLDGS INC

184.62%

Shares1.7K

Event2026-03-31

Filed2026-04-16

VHT

VANGUARD WORLD FD

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-16

BMY

BRISTOL-MYERS SQUIBB CO

0.11%

Shares10.4K

Event2026-03-31

Filed2026-04-16

SHOP

SHOPIFY INC

-1.43%

Shares5.3K

Event2026-03-31

Filed2026-04-16

BLACKSTONE INC

0.35%

Shares5.5K

Event2026-03-31

Filed2026-04-16

DFIC

DIMENSIONAL ETF TRUST

New

Shares16.8K

Event2026-03-31

Filed2026-04-16

JBND

J P MORGAN EXCHANGE TRADED F

New

Shares11.0K

Event2026-03-31

Filed2026-04-16

MERCK & CO INC

6.98%

Shares4.9K

Event2026-03-31

Filed2026-04-16

PHILIP MORRIS INTL INC

0.26%

Shares3.5K

Event2026-03-31

Filed2026-04-16

GLD

SPDR GOLD TR

0.30%

Shares1.3K

Event2026-03-31

Filed2026-04-16

AT&T INC

0.05%

Shares19.5K

Event2026-03-31

Filed2026-04-16

LOW

LOWES COS INC

-1.40%

Shares2.4K

Event2026-03-31

Filed2026-04-16

UNP

UNION PAC CORP

21.42%

Shares2.3K

Event2026-03-31

Filed2026-04-16

CSCO

CISCO SYS INC

42.05%

Shares7.2K

Event2026-03-31

Filed2026-04-16

PSLV

SPROTT ASSET MANAGEMENT LP

New

Shares22.9K

Event2026-03-31

Filed2026-04-16

APOLLO GLOBAL MGMT INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-16

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-16

IWR

ISHARES TR

-2.33%

Shares5.6K

Event2026-03-31

Filed2026-04-16

INVESCO EXCH TRADED FD TR II

0.00%

Shares20.1K

Event2026-03-31

Filed2026-04-16

TMO

THERMO FISHER SCIENTIFIC INC

-12.11%

Shares1.1K

Event2026-03-31

Filed2026-04-16

IEMG

ISHARES INC

2.05%

Shares7.6K

Event2026-03-31

Filed2026-04-16

ALTRIA GROUP INC

0.30%

Shares8.0K

Event2026-03-31

Filed2026-04-16

IEO

ISHARES TR

0.45%

Shares4.2K

Event2026-03-31

Filed2026-04-16

MSB

MESABI TR

-19.18%

Shares16.9K

Event2026-03-31

Filed2026-04-16

DUKE ENERGY CORP NEW

-1.61%

Shares4.0K

Event2026-03-31

Filed2026-04-16

DEERE & CO

1.10%

Shares923

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

0.28%

Shares1.8K

Event2026-03-31

Filed2026-04-16

GRMN

GARMIN LTD

1.94%

Shares2.2K

Event2026-03-31

Filed2026-04-16

TOTL

SSGA ACTIVE ETF TR

6.59%

Shares12.8K

Event2026-03-31

Filed2026-04-16

JMST

J P MORGAN EXCHANGE TRADED F

New

Shares9.9K

Event2026-03-31

Filed2026-04-16

NUE

NUCOR CORP

0.07%

Shares2.9K

Event2026-03-31

Filed2026-04-16

CAH

CARDINAL HEALTH INC

New

Shares2.3K

Event2026-03-31

Filed2026-04-16

GLNG

GOLAR LNG LTD

0.01%

Shares9.1K

Event2026-03-31

Filed2026-04-16

PDN

INVESCO EXCH TRADED FD TR II

0.00%

Shares11.3K

Event2026-03-31

Filed2026-04-16

BOND

PIMCO ETF TR

3.81%

Shares5.3K

Event2026-03-31

Filed2026-04-16

FICO

FAIR ISAAC CORP

0.00%

Shares446

Event2026-03-31

Filed2026-04-16

IYR

ISHARES TR

-0.71%

Shares5.0K

Event2026-03-31

Filed2026-04-16

IXUS

ISHARES TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-16

CSX

CSX CORP

0.36%

Shares11.4K

Event2026-03-31

Filed2026-04-16

DFUS

DIMENSIONAL ETF TRUST

43.30%

Shares6.5K

Event2026-03-31

Filed2026-04-16

ABT

ABBOTT LABORATORIES

-0.11%

Shares4.4K

Event2026-03-31

Filed2026-04-16

EIX

EDISON INTL

0.13%

Shares6.2K

Event2026-03-31

Filed2026-04-16

SCHW

SCHWAB CHARLES CORP

1.57%

Shares4.7K

Event2026-03-31

Filed2026-04-16

DFIV

DIMENSIONAL ETF TRUST

50.92%

Shares8.3K

Event2026-03-31

Filed2026-04-16

GRAL

GRAIL INC

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-16

VYM

VANGUARD WHITEHALL FDS

0.45%

Shares2.9K

Event2026-03-31

Filed2026-04-16

CELESTICA INC

-39.92%

Shares1.5K

Event2026-03-31

Filed2026-04-16

ASML

ASML HLDG NV

1.27%

Shares318

Event2026-03-31

Filed2026-04-16

IUSG

ISHARES TR

0.07%

Shares2.7K

Event2026-03-31

Filed2026-04-16

EATON CORP PLC

3.49%

Shares1.2K

Event2026-03-31

Filed2026-04-16

GBTC

GRAYSCALE BITCOIN TRUST ETF

-19.26%

Shares7.8K

Event2026-03-31

Filed2026-04-16

GPIQ

GOLDMAN SACHS ETF TR

New

Shares8.2K

Event2026-03-31

Filed2026-04-16

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares13.3K

Event2026-03-31

Filed2026-04-16

GILD

GILEAD SCIENCES INC

0.32%

Shares2.8K

Event2026-03-31

Filed2026-04-16

SHEL

SHELL PLC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-16

MLI

MUELLER INDS INC

New

Shares3.5K

Event2026-03-31

Filed2026-04-16

VFC

V F CORP

New

Shares22.5K

Event2026-03-31

Filed2026-04-16

URI

UNITED RENTALS INC

0.00%

Shares523

Event2026-03-31

Filed2026-04-16

CMCSA

COMCAST CORP NEW

-0.59%

Shares13.2K

Event2026-03-31

Filed2026-04-16

COIN

COINBASE GLOBAL INC

35.15%

Shares2.2K

Event2026-03-31

Filed2026-04-16

AOM

ISHARES TR

12.16%

Shares7.9K

Event2026-03-31

Filed2026-04-16

KLAC

KLA CORP

New

Shares254

Event2026-03-31

Filed2026-04-16

VERIZON COMMUNICATIONS INC

3.51%

Shares7.4K

Event2026-03-31

Filed2026-04-16

AMD

ADVANCED MICRO DEVICES INC

-11.01%

Shares1.8K

Event2026-03-31

Filed2026-04-16

NYT

NEW YORK TIMES CO MTN BE

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-16

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-16

RTX

RTX CORPORATION

-2.85%

Shares1.9K

Event2026-03-31

Filed2026-04-16

TIP

ISHARES TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-16

SBUX

STARBUCKS CORP

5.98%

Shares4.0K

Event2026-03-31

Filed2026-04-16

PFE

PFIZER INC

21.11%

Shares12.6K

Event2026-03-31

Filed2026-04-16

XLE

SELECT SECTOR SPDR TR

0.91%

Shares5.8K

Event2026-03-31

Filed2026-04-16

DIHP

DIMENSIONAL ETF TRUST

New

Shares10.8K

Event2026-03-31

Filed2026-04-16

JMUB

J P MORGAN EXCHANGE TRADED F

New

Shares7.0K

Event2026-03-31

Filed2026-04-16

SPC

TRUST FOR PROFESSIONAL MANAG

-28.46%

Shares17.8K

Event2026-03-31

Filed2026-04-16

CVNA

CARVANA CO

-1.25%

Shares1.1K

Event2026-03-31

Filed2026-04-16

WASTE MGMT INC DEL

0.34%

Shares1.5K

Event2026-03-31

Filed2026-04-16

FENI

FIDELITY COVINGTON TRUST

0.74%

Shares9.0K

Event2026-03-31

Filed2026-04-16

ALNY

ALNYLAM PHARMACEUTICALS INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-16

PNC

PNC FINL SVCS GROUP INC

-2.05%

Shares1.6K

Event2026-03-31

Filed2026-04-16

PYLD

PIMCO ETF TR

New

Shares12.4K

Event2026-03-31

Filed2026-04-16

NU HLDGS LTD

0.00%

Shares22.4K

Event2026-03-31

Filed2026-04-16

PLTR

PALANTIR TECHNOLOGIES INC

-10.42%

Shares2.2K

Event2026-03-31

Filed2026-04-16

NOW

SERVICENOW INC

103.37%

Shares3.0K

Event2026-03-31

Filed2026-04-16

BLACKROCK INC

4.46%

Shares328

Event2026-03-31

Filed2026-04-16

IBIT

ISHARES BITCOIN TRUST ETF

71.77%

Shares8.1K

Event2026-03-31

Filed2026-04-16

CITIGROUP INC

New

Shares2.8K

Event2026-03-31

Filed2026-04-16

CONSOLIDATED EDISON INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-16

VXF

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-16

NTHI

NEONC TECHNOLOGIES HLDGS INC

0.00%

Shares43.3K

Event2026-03-31

Filed2026-04-16

SOFI

SOFI TECHNOLOGIES INC

New

Shares18.6K

Event2026-03-31

Filed2026-04-16

BKNG

BOOKING HOLDINGS INC

-1.43%

Shares69

Event2026-03-31

Filed2026-04-16

MORGAN STANLEY

-2.13%

Shares1.7K

Event2026-03-31

Filed2026-04-16

TQQQ

PROSHARES TR

-4.90%

Shares6.9K

Event2026-03-31

Filed2026-04-16

RCL

ROYAL CARIBBEAN GROUP

New

Shares1.0K

Event2026-03-31

Filed2026-04-16

IJK

ISHARES TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-16

CDNS

CADENCE DESIGN SYSTEM INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-16

TJX

TJX COS INC NEW

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-16

RALPH LAUREN CORP

0.12%

Shares804

Event2026-03-31

Filed2026-04-16

ADBE

ADOBE INC

New

Shares1.1K

Event2026-03-31

Filed2026-04-16

FIX

COMFORT SYS USA INC

New

Shares200

Event2026-03-31

Filed2026-04-16

UBER

UBER TECHNOLOGIES INC

New

Shares3.8K

Event2026-03-31

Filed2026-04-16

CWB

SPDR SERIES TRUST

0.17%

Shares3.0K

Event2026-03-31

Filed2026-04-16

INMD

INMODE LTD

New

Shares19.5K

Event2026-03-31

Filed2026-04-16

SYK

STRYKER CORPORATION

18.96%

Shares803

Event2026-03-31

Filed2026-04-16

XNTK

SPDR SERIES TRUST

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-16

REXR

REXFORD INDL RLTY INC

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-16

NKE

NIKE INC

7.65%

Shares4.9K

Event2026-03-31

Filed2026-04-16

BARRICK MNG CORP

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-16

QDF

FLEXSHARES TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-16

CVS

CVS HEALTH CORP

1.12%

Shares3.5K

Event2026-03-31

Filed2026-04-16

TRV

TRAVELERS COMPANIES INC

0.12%

Shares869

Event2026-03-31

Filed2026-04-16

VNQ

VANGUARD INDEX FDS

0.35%

Shares2.8K

Event2026-03-31

Filed2026-04-16

GLW

CORNING INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-16

LINDE PLC

0.00%

Shares500

Event2026-03-31

Filed2026-04-16

CMI

CUMMINS INC

New

Shares459

Event2026-03-31

Filed2026-04-16

MMM

3M CO

-1.13%

Shares1.7K

Event2026-03-31

Filed2026-04-16

TSLX

SIXTH STREET SPECIALTY LENDI

0.00%

Shares13.0K

Event2026-03-31

Filed2026-04-16

EAOA

ISHARES TR

2.81%

Shares5.9K

Event2026-03-31

Filed2026-04-16

PFG

PRINCIPAL FINANCIAL GROUP IN

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-16

ESLT

ELBIT SYS LTD

New

Shares280

Event2026-03-31

Filed2026-04-16

STWD

STARWOOD PPTY TR INC

0.75%

Shares13.8K

Event2026-03-31

Filed2026-04-16

BBIO

BRIDGEBIO PHARMA INC

1.17%

Shares3.2K

Event2026-03-31

Filed2026-04-16

PAYX

PAYCHEX INC

-2.86%

Shares2.5K

Event2026-03-31

Filed2026-04-16

NVS

NOVARTIS AG

New

Shares1.5K

Event2026-03-31

Filed2026-04-16

SNOW

SNOWFLAKE INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-16

EMB

ISHARES TR

0.71%

Shares2.4K

Event2026-03-31

Filed2026-04-16

AMAT

APPLIED MATLS INC

New

Shares663

Event2026-03-31

Filed2026-04-16

IDXX

IDEXX LABS INC

0.00%

Shares400

Event2026-03-31

Filed2026-04-16

VBR

VANGUARD INDEX FDS

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-16

ICE

INTERCONTINENTAL EXCHANGE IN

-6.68%

Shares1.4K

Event2026-03-31

Filed2026-04-16

ALL

ALLSTATE CORP

0.09%

Shares1.1K

Event2026-03-31

Filed2026-04-16

RDDT

REDDIT INC

-36.08%

Shares1.6K

Event2026-03-31

Filed2026-04-16

TXN

TEXAS INSTRS INC

New

Shares1.1K

Event2026-03-31

Filed2026-04-16

CRM

SALESFORCE INC

-8.33%

Shares1.1K

Event2026-03-31

Filed2026-04-16

EAOR

ISHARES TR

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-16

ACCENTURE PLC IRELAND

-9.25%

Shares1.0K

Event2026-03-31

Filed2026-04-16

MAT

MATTEL INC

0.00%

Shares13.6K

Event2026-03-31

Filed2026-04-16

GSBD

GOLDMAN SACHS BDC INC

1.49%

Shares15.0K

Event2026-03-31

Filed2026-04-16

PNBK

PATRIOT NATL BANCORP INC

400.00%

Shares100.0K

Event2026-03-31

Filed2026-04-16

STARZ ENTERTAINMENT CORP.

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-16

EHI

WESTERN ASSET GBL HIGH INC F

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-16

NNOX

NANO X IMAGING LTD

0.00%

Shares24.2K

Event2026-03-31

Filed2026-04-16

CRBU

CARIBOU BIOSCIENCES INC

New

Shares19.6K

Event2026-03-31

Filed2026-04-16

OPK

OPKO HEALTH INC

0.00%

Shares18.6K

Event2026-03-31

Filed2026-04-16

FNGR

FINGERMOTION INC

New

Shares20.0K

Event2026-03-31

Filed2026-04-16

FATE

FATE THERAPEUTICS INC

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-16

Call Option Holdings

SNDK Call CallSANDISK CORP600 sharesnew addition2026-03-312026-04-16

SNDK Call

SANDISK CORP

New

Shares600

Event2026-03-31

Filed2026-04-16

Put Option Holdings

IWM Put PutISHARES TR86.2K sharesnew addition2026-03-312026-04-16

IWM Put

ISHARES TR

New

Shares86.2K

Event2026-03-31

Filed2026-04-16