Sponsored

The Analysis of WOODWARD DIVERSIFIED CAPITAL, LLC's Holdings & P&L

Currently, WOODWARD DIVERSIFIED CAPITAL, LLC holds 179 types of securities in its portfolio with a total value $219.7M. In the most recent quarter, they have increased their positions in VNQ (+11.6K shares, valued at $1.1M), VCSH (+14.2K shares, valued at $1.1M), FLRN (+33.5K shares, valued at $1.0M); decreased their positions in VGT (-1.6K shares, valued at $1.3M), SITM (-1.7K shares, valued at $865.2K), SHOP (-4.1K shares, valued at $541.5K); initiated new positions in VNQ (+11.6K shares, valued at $1.1M), VCSH (+14.2K shares, valued at $1.1M), FLRN (+33.5K shares, valued at $1.0M).

1M P&L

+8.0M+4.01%

3M P&L

+6.6M+3.28%

HY P&L

+16.3M+8.58%

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

1Steel25.5M

12.9%

2N/A23.5M

11.9%

3Oil & Gas Integrated17.4M

8.8%

Top Industries by Stock Count

1N/A31 stocks

19.4%

2Semiconductors8 stocks

5.0%

3Drug Manufacturers - General7 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

RS RELIANCE INC78.3K shares0.00%2026-03-312026-04-24

AAPL APPLE INC45.7K shares-1.68%2026-03-312026-04-24

XOM EXXON MOBIL CORP60.7K shares-1.54%2026-03-312026-04-24

CVX CHEVRON CORPORATION44.4K shares-0.43%2026-03-312026-04-24

NVDA NVIDIA CORPORATION35.1K shares-2.21%2026-03-312026-04-24

WFC WELLS FARGO & CO75.7K shares0.41%2026-03-312026-04-24

GNLX GENELUX CORPORATION2.1M shares9.54%2026-03-312026-04-24

AMZN AMAZON COM INC19.7K shares-1.14%2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC13.8K shares-2.15%2026-03-312026-04-24

MSFT MICROSOFT CORP9.8K shares4.71%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON15.6K shares-0.37%2026-03-312026-04-24

META META PLATFORMS INC5.0K shares-1.86%2026-03-312026-04-24

CAT CATERPILLAR INC4.2K shares-0.52%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO10.4K shares-11.35%2026-03-312026-04-24

BROADCOM INC BROADCOM INC7.3K shares4.61%2026-03-312026-04-24

ALPHABET INC ALPHABET INC8.5K shares-0.67%2026-03-312026-04-24

Sponsored

WMT WALMART INC20.7K shares0.10%2026-03-312026-04-24

LAM RESEARCH CORP LAM RESEARCH CORP8.4K shares-1.60%2026-03-312026-04-24

AMGN AMGEN INC6.2K shares-0.35%2026-03-312026-04-24

BAC BANK AMERICA CORP40.3K shares0.90%2026-03-312026-04-24

CSCO CISCO SYS INC25.2K shares1.49%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC40.2K shares-3.12%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS7.4K shares1.80%2026-03-312026-04-24

ABBV ABBVIE INC8.9K shares-4.03%2026-03-312026-04-24

Sponsored

PH PARKER-HANNIFIN CORP1.9K shares-1.47%2026-03-312026-04-24

PG PROCTER & GAMBLE CO12.6K shares0.87%2026-03-312026-04-24

HD HOME DEPOT INC5.1K shares1.67%2026-03-312026-04-24

NVDL GRANITESHARES ETF TR17.0K shares-5.82%2026-03-312026-04-24

T AT&T INC60.0K shares5.65%2026-03-312026-04-24

VIS VANGUARD WORLD FD4.4K shares-6.02%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC11.6K shares0.99%2026-03-312026-04-24

COP CONOCOPHILLIPS11.8K shares-6.79%2026-03-312026-04-24

Sponsored

PM PHILIP MORRIS INTL INC8.5K shares0.47%2026-03-312026-04-24

BLACKROCK INC BLACKROCK INC1.2K shares3.30%2026-03-312026-04-24

RDVY FIRST TR EXCHANGE TRADED FD16.5K shares-10.83%2026-03-312026-04-24

VHT VANGUARD WORLD FD4.4K shares-4.97%2026-03-312026-04-24

VDC VANGUARD WORLD FD5.2K shares-3.69%2026-03-312026-04-24

VAW VANGUARD WORLD FD4.9K shares-5.19%2026-03-312026-04-24

PEP PEPSICO INC7.3K shares-2.58%2026-03-312026-04-24

CRWD CROWDSTRIKE HLDGS INC2.7K shares-29.33%2026-03-312026-04-24

Sponsored

VPU VANGUARD WORLD FD5.8K shares-5.87%2026-03-312026-04-24

VNQ VANGUARD INDEX FDS11.6K sharesnew addition2026-03-312026-04-24

VCSH VANGUARD SCOTTSDALE FDS14.2K sharesnew addition2026-03-312026-04-24

VDE VANGUARD WORLD FD7.2K shares-15.81%2026-03-312026-04-24

BK BANK NEW YORK MELLON CORP8.3K shares1.89%2026-03-312026-04-24

NFLX NETFLIX INC.11.5K shares-1.70%2026-03-312026-04-24

MET METLIFE INC14.0K shares3.64%2026-03-312026-04-24

KMI KINDER MORGAN INC DEL34.2K shares-7.33%2026-03-312026-04-24

Sponsored

RTX RTX CORPORATION5.5K shares-2.06%2026-03-312026-04-24

BABA ALIBABA GROUP HLDG LTD7.6K shares-22.54%2026-03-312026-04-24

MO ALTRIA GROUP INC16.2K shares2.14%2026-03-312026-04-24

SHOP SHOPIFY INC7.9K shares-34.34%2026-03-312026-04-24

FLRN SPDR SERIES TRUST33.5K sharesnew addition2026-03-312026-04-24

SITM SITIME CORP2.0K shares-45.72%2026-03-312026-04-24

VGSH VANGUARD SCOTTSDALE FDS17.3K sharesnew addition2026-03-312026-04-24

VTIP VANGUARD MALVERN FDS20.0K shares261.76%2026-03-312026-04-24

Sponsored

MELI MERCADOLIBRE INC525 shares-3.85%2026-03-312026-04-24

TSLA TESLA INC2.4K shares5.38%2026-03-312026-04-24

MCD MCDONALDS CORP3.0K shares2.70%2026-03-312026-04-24

PFE PFIZER INC32.0K shares5.95%2026-03-312026-04-24

SO SOUTHERN CO9.3K shares0.25%2026-03-312026-04-24

PNC PNC FINL SVCS GROUP INC3.9K shares0.67%2026-03-312026-04-24

PLD PROLOGIS INC.6.0K shares5.09%2026-03-312026-04-24

VRTX VERTEX PHARMACEUTICALS INC2.0K sharesnew addition2026-03-312026-04-24

Sponsored

KO COCA COLA CO11.4K shares2.46%2026-03-312026-04-24

COPX GLOBAL X FDS9.6K shares65.83%2026-03-312026-04-24

CMI CUMMINS INC1.3K shares1.53%2026-03-312026-04-24

PRU PRUDENTIAL FINL INC8.1K shares2.60%2026-03-312026-04-24

MSTR STRATEGY INC4.8K shares20.83%2026-03-312026-04-24

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.4K shares2.15%2026-03-312026-04-24

STWD STARWOOD PPTY TR INC42.4K shares-4.75%2026-03-312026-04-24

MU MICRON TECHNOLOGY INC1.7K shares63.72%2026-03-312026-04-24

Sponsored

USB US BANCORP13.4K shares-0.37%2026-03-312026-04-24

FITB FIFTH THIRD BANCORP14.9K shares2.22%2026-03-312026-04-24

GLD SPDR GOLD TR1.7K shares15.67%2026-03-312026-04-24

CSX CSX CORP17.2K shares1.57%2026-03-312026-04-24

AEP AMERICAN ELEC PWR CO INC5.6K shares-0.04%2026-03-312026-04-24

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC2.8K shares2.10%2026-03-312026-04-24

DE DEERE & CO1.2K shares2.00%2026-03-312026-04-24

CITIGROUP INC CITIGROUP INC5.2K shares3.71%2026-03-312026-04-24

Sponsored

HYG ISHARES TR8.4K shares0.00%2026-03-312026-04-24

QCOM QUALCOMM INC4.9K shares4.31%2026-03-312026-04-24

DAL DELTA AIR LINES INC9.2K sharesnew addition2026-03-312026-04-24

PANW PALO ALTO NETWORKS INC3.9K shares-2.78%2026-03-312026-04-24

LAMR LAMAR ADVERTISING CO4.9K shares-2.11%2026-03-312026-04-24

BCML BAYCOM CORP22.0K shares-26.67%2026-03-312026-04-24

WPM WHEATON PRECIOUS METALS CORP4.2K shares0.00%2026-03-312026-04-24

LMT LOCKHEED MARTIN CORP1.1K shares-8.37%2026-03-312026-04-24

Sponsored

AJG GALLAGHER ARTHUR J & CO2.9K shares1.35%2026-03-312026-04-24

TSLL DIREXION SHARES ETF TRUST44.3K shares0.00%2026-03-312026-04-24

VGT VANGUARD WORLD FD755 shares-67.44%2026-03-312026-04-24

EME EMCOR GROUP INC708 shares-3.93%2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC1.7K shares-2.00%2026-03-312026-04-24

ABT ABBOTT LABORATORIES5.4K shares-12.88%2026-03-312026-04-24

PEG PUBLIC SVC ENTERPRISE GROUP6.4K shares4.82%2026-03-312026-04-24

PROSHARES TR PROSHARES TR9.2K sharesnew addition2026-03-312026-04-24

Sponsored

IEI ISHARES TR4.3K shares19.00%2026-03-312026-04-24

SHY ISHARES TR6.2K shares56.58%2026-03-312026-04-24

GILD GILEAD SCIENCES INC3.7K shares1.64%2026-03-312026-04-24

LHX L3HARRIS TECHNOLOGIES INC1.4K shares1.98%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS750 shares-2.09%2026-03-312026-04-24

ISHARES GOLD TR ISHARES GOLD TR5.3K shares-11.62%2026-03-312026-04-24

FDN FIRST TR EXCHANGE-TRADED FD1.8K shares-23.52%2026-03-312026-04-24

EPD ENTERPRISE PRODS PARTNERS L13.1K shares-12.20%2026-03-312026-04-24

Sponsored

MEDTRONIC PLC MEDTRONIC PLC5.5K shares3.74%2026-03-312026-04-24

LLY ELI LILLY & CO494 shares-3.89%2026-03-312026-04-24

CAH CARDINAL HEALTH INC2.1K shares-4.48%2026-03-312026-04-24

MA MASTERCARD INCORPORATED841 shares-0.47%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR674 shares-11.20%2026-03-312026-04-24

CROWN CASTLE INC CROWN CASTLE INC4.8K shares6.94%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL900 shares-3.43%2026-03-312026-04-24

PPI INVESTMENT MANAGERS SER TR I19.2K sharesnew addition2026-03-312026-04-24

Sponsored

AXP AMERICAN EXPRESS CO1.3K shares-3.46%2026-03-312026-04-24

CFG CITIZENS FINL GROUP INC6.4K shares14.14%2026-03-312026-04-24

BDX BECTON DICKINSON & CO2.5K shares3.09%2026-03-312026-04-24

WPC WP CAREY INC5.4K shares3.15%2026-03-312026-04-24

THE CIGNA GROUP THE CIGNA GROUP1.4K shares6.91%2026-03-312026-04-24

AMAT APPLIED MATLS INC966 shares0.31%2026-03-312026-04-24

NSC NORFOLK SOUTHN CORP1.3K shares-55.33%2026-03-312026-04-24

BALL BALL CORP5.9K sharesnew addition2026-03-312026-04-24

Sponsored

CMCSA COMCAST CORP NEW12.8K shares3.35%2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC407 shares-4.91%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION371 shares-1.59%2026-03-312026-04-24

MS MORGAN STANLEY1.9K sharesnew addition2026-03-312026-04-24

VRT VERTIV HOLDINGS CO1.2K shares-4.71%2026-03-312026-04-24

IEF ISHARES TR3.7K shares-18.72%2026-03-312026-04-24

WCME FIRST TR EXCHANGE-TRADED FD18.8K sharesnew addition2026-03-312026-04-24

ADI ANALOG DEVICES INC921 shares-6.88%2026-03-312026-04-24

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD3.6K shares-19.96%2026-03-312026-04-24

DHR DANAHER CORP DEL1.7K shares0.76%2026-03-312026-04-24

SHEL SHELL PLC3.8K shares-2.48%2026-03-312026-04-24

MMM 3M CO2.1K shares-0.24%2026-03-312026-04-24

ENB ENBRIDGE INC6.0K shares-17.47%2026-03-312026-04-24

GLPI GAMING & LEISURE P6.6K shares0.27%2026-03-312026-04-24

SPDR SERIES TRUST SPDR SERIES TRUST3.2K shares0.00%2026-03-312026-04-24

SCHD SCHWAB STRATEGIC TR9.9K shares0.01%2026-03-312026-04-24

Sponsored

APH AMPHENOL CORP2.0K shares12.81%2026-03-312026-04-24

OXY OCCIDENTAL PETE CORP5.7K shares-14.81%2026-03-312026-04-24

WCMI FIRST TR EXCHANGE-TRADED FD16.3K shares37.10%2026-03-312026-04-24

BTI BRITISH AMERN TOB PLC5.3K shares0.78%2026-03-312026-04-24

IGSB ISHARES TR5.5K shares-8.96%2026-03-312026-04-24

BR BROADRIDGE FINL SOLUTIONS IN1.8K shares0.97%2026-03-312026-04-24

TMUS T-MOBILE US INC1.4K shares1.12%2026-03-312026-04-24

MPC MARATHON PETE CORP1.3K shares-10.56%2026-03-312026-04-24

Sponsored

WM WASTE MGMT INC DEL1.2K shares0.00%2026-03-312026-04-24

GLW CORNING INC1.7K sharesnew addition2026-03-312026-04-24

HIG HARTFORD INSURANCE GROUP INC1.9K shares-1.59%2026-03-312026-04-24

INTC INTEL CORP3.9K sharesnew addition2026-03-312026-04-24

OVV OVINTIV INC5.0K shares-1.66%2026-03-312026-04-24

ADP AUTOMATIC DATA PROCESSING IN1.3K shares6.12%2026-03-312026-04-24

BCAL CALIFORNIA BANCORP13.6K shares0.44%2026-03-312026-04-24

FNF FIDELITY NATL FINL INC5.1K shares2.00%2026-03-312026-04-24

Sponsored

ET ENERGY TRANSFER L P13.5K shares-4.54%2026-03-312026-04-24

CASY CASEYS GEN STORES INC326 sharesnew addition2026-03-312026-04-24

WRB BERKLEY W R CORP3.6K shares-1.63%2026-03-312026-04-24

HAL HALLIBURTON CO6.5K sharesnew addition2026-03-312026-04-24

BA BOEING CO1.1K shares0.00%2026-03-312026-04-24

TJX TJX COS INC NEW1.5K shares-2.35%2026-03-312026-04-24

UPS UNITED PARCEL SVCS INC2.2K shares-17.89%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC857 sharesnew addition2026-03-312026-04-24

Sponsored

MPWR MONOLITHIC PWR SYS INC159 sharesnew addition2026-03-312026-04-24

CTAS CINTAS CORP1.3K shares1.09%2026-03-312026-04-24

BMY BRISTOL-MYERS SQUIBB CO3.7K shares0.51%2026-03-312026-04-24

PPLT ABRDN PLATINUM ETF TRUST1.2K shares0.00%2026-03-312026-04-24

MCK MCKESSON CORP249 shares-7.43%2026-03-312026-04-24

TFC TRUIST FINL CORP4.1K shares-1.08%2026-03-312026-04-24

SPG SIMON PPTY GROUP INC NEW1.0K sharesnew addition2026-03-312026-04-24

HDV ISHARES TR1.5K sharesnew addition2026-03-312026-04-24

Sponsored

MMC MARSH & MCLENNAN COS INC1.2K shares-0.34%2026-03-312026-04-24

IGIB ISHARES TR3.8K shares-9.54%2026-03-312026-04-24

RITM RITHM CAPITAL CORP20.0K shares-4.21%2026-03-312026-04-24

HSY HERSHEY CO1.1K sharesnew addition2026-03-312026-04-24

DOC HEALTHPEAK PROPERTIES INC11.5K shares2.06%2026-03-312026-04-24

A2Z CUST2MATE SOLUTIONS CORP A2Z CUST2MATE SOLUTIONS CORP22.5K shares-23.73%2026-03-312026-04-24

STLA STELLANTIS N.V20.0K shares0.00%2026-03-312026-04-24

CPAC CEMENTOS PACASMAYO S A A11.0K shares0.00%2026-03-312026-04-24

Sponsored

OCUL OCULAR THERAPEUTIX INC11.2K shares0.00%2026-03-312026-04-24

FEAM 5E ADVANCED MATERIALS INC17.1K shares13.20%2026-03-312026-04-24

SACH SACHEM CAP CORP13.9K shares0.00%2026-03-312026-04-24

RELIANCE INC

0.00%

Shares78.3K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-1.68%

Shares45.7K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

-1.54%

Shares60.7K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

-0.43%

Shares44.4K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-2.21%

Shares35.1K

Event2026-03-31

Filed2026-04-24

WFC

WELLS FARGO & CO

0.41%

Shares75.7K

Event2026-03-31

Filed2026-04-24

GNLX

GENELUX CORPORATION

9.54%

Shares2.1M

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-1.14%

Shares19.7K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-2.15%

Shares13.8K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

4.71%

Shares9.8K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

-0.37%

Shares15.6K

Event2026-03-31

Filed2026-04-24

META

META PLATFORMS INC

-1.86%

Shares5.0K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

-0.52%

Shares4.2K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-11.35%

Shares10.4K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

4.61%

Shares7.3K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-0.67%

Shares8.5K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

0.10%

Shares20.7K

Event2026-03-31

Filed2026-04-24

LAM RESEARCH CORP

-1.60%

Shares8.4K

Event2026-03-31

Filed2026-04-24

AMGN

AMGEN INC

-0.35%

Shares6.2K

Event2026-03-31

Filed2026-04-24

BAC

BANK AMERICA CORP

0.90%

Shares40.3K

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYS INC

1.49%

Shares25.2K

Event2026-03-31

Filed2026-04-24

VERIZON COMMUNICATIONS INC

-3.12%

Shares40.2K

Event2026-03-31

Filed2026-04-24

IBM

INTERNATIONAL BUSINESS MACHS

1.80%

Shares7.4K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC

-4.03%

Shares8.9K

Event2026-03-31

Filed2026-04-24

PARKER-HANNIFIN CORP

-1.47%

Shares1.9K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

0.87%

Shares12.6K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

1.67%

Shares5.1K

Event2026-03-31

Filed2026-04-24

NVDL

GRANITESHARES ETF TR

-5.82%

Shares17.0K

Event2026-03-31

Filed2026-04-24

AT&T INC

5.65%

Shares60.0K

Event2026-03-31

Filed2026-04-24

VIS

VANGUARD WORLD FD

-6.02%

Shares4.4K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

0.99%

Shares11.6K

Event2026-03-31

Filed2026-04-24

COP

CONOCOPHILLIPS

-6.79%

Shares11.8K

Event2026-03-31

Filed2026-04-24

PHILIP MORRIS INTL INC

0.47%

Shares8.5K

Event2026-03-31

Filed2026-04-24

BLACKROCK INC

3.30%

Shares1.2K

Event2026-03-31

Filed2026-04-24

RDVY

FIRST TR EXCHANGE TRADED FD

-10.83%

Shares16.5K

Event2026-03-31

Filed2026-04-24

VHT

VANGUARD WORLD FD

-4.97%

Shares4.4K

Event2026-03-31

Filed2026-04-24

VDC

VANGUARD WORLD FD

-3.69%

Shares5.2K

Event2026-03-31

Filed2026-04-24

VAW

VANGUARD WORLD FD

-5.19%

Shares4.9K

Event2026-03-31

Filed2026-04-24

PEP

PEPSICO INC

-2.58%

Shares7.3K

Event2026-03-31

Filed2026-04-24

CRWD

CROWDSTRIKE HLDGS INC

-29.33%

Shares2.7K

Event2026-03-31

Filed2026-04-24

VPU

VANGUARD WORLD FD

-5.87%

Shares5.8K

Event2026-03-31

Filed2026-04-24

VNQ

VANGUARD INDEX FDS

New

Shares11.6K

Event2026-03-31

Filed2026-04-24

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares14.2K

Event2026-03-31

Filed2026-04-24

VDE

VANGUARD WORLD FD

-15.81%

Shares7.2K

Event2026-03-31

Filed2026-04-24

BANK NEW YORK MELLON CORP

1.89%

Shares8.3K

Event2026-03-31

Filed2026-04-24

NFLX

NETFLIX INC.

-1.70%

Shares11.5K

Event2026-03-31

Filed2026-04-24

MET

METLIFE INC

3.64%

Shares14.0K

Event2026-03-31

Filed2026-04-24

KMI

KINDER MORGAN INC DEL

-7.33%

Shares34.2K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

-2.06%

Shares5.5K

Event2026-03-31

Filed2026-04-24

BABA

ALIBABA GROUP HLDG LTD

-22.54%

Shares7.6K

Event2026-03-31

Filed2026-04-24

ALTRIA GROUP INC

2.14%

Shares16.2K

Event2026-03-31

Filed2026-04-24

SHOP

SHOPIFY INC

-34.34%

Shares7.9K

Event2026-03-31

Filed2026-04-24

FLRN

SPDR SERIES TRUST

New

Shares33.5K

Event2026-03-31

Filed2026-04-24

SITM

SITIME CORP

-45.72%

Shares2.0K

Event2026-03-31

Filed2026-04-24

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares17.3K

Event2026-03-31

Filed2026-04-24

VTIP

VANGUARD MALVERN FDS

261.76%

Shares20.0K

Event2026-03-31

Filed2026-04-24

MELI

MERCADOLIBRE INC

-3.85%

Shares525

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

5.38%

Shares2.4K

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

2.70%

Shares3.0K

Event2026-03-31

Filed2026-04-24

PFE

PFIZER INC

5.95%

Shares32.0K

Event2026-03-31

Filed2026-04-24

SOUTHERN CO

0.25%

Shares9.3K

Event2026-03-31

Filed2026-04-24

PNC

PNC FINL SVCS GROUP INC

0.67%

Shares3.9K

Event2026-03-31

Filed2026-04-24

PLD

PROLOGIS INC.

5.09%

Shares6.0K

Event2026-03-31

Filed2026-04-24

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-24

COCA COLA CO

2.46%

Shares11.4K

Event2026-03-31

Filed2026-04-24

COPX

GLOBAL X FDS

65.83%

Shares9.6K

Event2026-03-31

Filed2026-04-24

CMI

CUMMINS INC

1.53%

Shares1.3K

Event2026-03-31

Filed2026-04-24

PRU

PRUDENTIAL FINL INC

2.60%

Shares8.1K

Event2026-03-31

Filed2026-04-24

MSTR

STRATEGY INC

20.83%

Shares4.8K

Event2026-03-31

Filed2026-04-24

GENERAL DYNAMICS CORP

2.15%

Shares2.4K

Event2026-03-31

Filed2026-04-24

STWD

STARWOOD PPTY TR INC

-4.75%

Shares42.4K

Event2026-03-31

Filed2026-04-24

MICRON TECHNOLOGY INC

63.72%

Shares1.7K

Event2026-03-31

Filed2026-04-24

USB

US BANCORP

-0.37%

Shares13.4K

Event2026-03-31

Filed2026-04-24

FITB

FIFTH THIRD BANCORP

2.22%

Shares14.9K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD TR

15.67%

Shares1.7K

Event2026-03-31

Filed2026-04-24

CSX

CSX CORP

1.57%

Shares17.2K

Event2026-03-31

Filed2026-04-24

AEP

AMERICAN ELEC PWR CO INC

-0.04%

Shares5.6K

Event2026-03-31

Filed2026-04-24

FERGUSON ENTERPRISES INC

2.10%

Shares2.8K

Event2026-03-31

Filed2026-04-24

DEERE & CO

2.00%

Shares1.2K

Event2026-03-31

Filed2026-04-24

CITIGROUP INC

3.71%

Shares5.2K

Event2026-03-31

Filed2026-04-24

HYG

ISHARES TR

0.00%

Shares8.4K

Event2026-03-31

Filed2026-04-24

QCOM

QUALCOMM INC

4.31%

Shares4.9K

Event2026-03-31

Filed2026-04-24

DAL

DELTA AIR LINES INC

New

Shares9.2K

Event2026-03-31

Filed2026-04-24

PANW

PALO ALTO NETWORKS INC

-2.78%

Shares3.9K

Event2026-03-31

Filed2026-04-24

LAMR

LAMAR ADVERTISING CO

-2.11%

Shares4.9K

Event2026-03-31

Filed2026-04-24

BCML

BAYCOM CORP

-26.67%

Shares22.0K

Event2026-03-31

Filed2026-04-24

WPM

WHEATON PRECIOUS METALS CORP

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-24

LMT

LOCKHEED MARTIN CORP

-8.37%

Shares1.1K

Event2026-03-31

Filed2026-04-24

AJG

GALLAGHER ARTHUR J & CO

1.35%

Shares2.9K

Event2026-03-31

Filed2026-04-24

TSLL

DIREXION SHARES ETF TRUST

0.00%

Shares44.3K

Event2026-03-31

Filed2026-04-24

VGT

VANGUARD WORLD FD

-67.44%

Shares755

Event2026-03-31

Filed2026-04-24

EME

EMCOR GROUP INC

-3.93%

Shares708

Event2026-03-31

Filed2026-04-24

UNH

UNITEDHEALTH GROUP INC

-2.00%

Shares1.7K

Event2026-03-31

Filed2026-04-24

ABT

ABBOTT LABORATORIES

-12.88%

Shares5.4K

Event2026-03-31

Filed2026-04-24

PEG

PUBLIC SVC ENTERPRISE GROUP

4.82%

Shares6.4K

Event2026-03-31

Filed2026-04-24

PROSHARES TR

New

Shares9.2K

Event2026-03-31

Filed2026-04-24

IEI

ISHARES TR

19.00%

Shares4.3K

Event2026-03-31

Filed2026-04-24

SHY

ISHARES TR

56.58%

Shares6.2K

Event2026-03-31

Filed2026-04-24

GILD

GILEAD SCIENCES INC

1.64%

Shares3.7K

Event2026-03-31

Filed2026-04-24

LHX

L3HARRIS TECHNOLOGIES INC

1.98%

Shares1.4K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-2.09%

Shares750

Event2026-03-31

Filed2026-04-24

ISHARES GOLD TR

-11.62%

Shares5.3K

Event2026-03-31

Filed2026-04-24

FDN

FIRST TR EXCHANGE-TRADED FD

-23.52%

Shares1.8K

Event2026-03-31

Filed2026-04-24

EPD

ENTERPRISE PRODS PARTNERS L

-12.20%

Shares13.1K

Event2026-03-31

Filed2026-04-24

MEDTRONIC PLC

3.74%

Shares5.5K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

-3.89%

Shares494

Event2026-03-31

Filed2026-04-24

CAH

CARDINAL HEALTH INC

-4.48%

Shares2.1K

Event2026-03-31

Filed2026-04-24

MASTERCARD INCORPORATED

-0.47%

Shares841

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

-11.20%

Shares674

Event2026-03-31

Filed2026-04-24

CROWN CASTLE INC

6.94%

Shares4.8K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

-3.43%

Shares900

Event2026-03-31

Filed2026-04-24

PPI

INVESTMENT MANAGERS SER TR I

New

Shares19.2K

Event2026-03-31

Filed2026-04-24

AXP

AMERICAN EXPRESS CO

-3.46%

Shares1.3K

Event2026-03-31

Filed2026-04-24

CFG

CITIZENS FINL GROUP INC

14.14%

Shares6.4K

Event2026-03-31

Filed2026-04-24

BDX

BECTON DICKINSON & CO

3.09%

Shares2.5K

Event2026-03-31

Filed2026-04-24

WPC

WP CAREY INC

3.15%

Shares5.4K

Event2026-03-31

Filed2026-04-24

THE CIGNA GROUP

6.91%

Shares1.4K

Event2026-03-31

Filed2026-04-24

AMAT

APPLIED MATLS INC

0.31%

Shares966

Event2026-03-31

Filed2026-04-24

NSC

NORFOLK SOUTHN CORP

-55.33%

Shares1.3K

Event2026-03-31

Filed2026-04-24

BALL

BALL CORP

New

Shares5.9K

Event2026-03-31

Filed2026-04-24

CMCSA

COMCAST CORP NEW

3.35%

Shares12.8K

Event2026-03-31

Filed2026-04-24

GOLDMAN SACHS GROUP INC

-4.91%

Shares407

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

-1.59%

Shares371

Event2026-03-31

Filed2026-04-24

MORGAN STANLEY

New

Shares1.9K

Event2026-03-31

Filed2026-04-24

VRT

VERTIV HOLDINGS CO

-4.71%

Shares1.2K

Event2026-03-31

Filed2026-04-24

IEF

ISHARES TR

-18.72%

Shares3.7K

Event2026-03-31

Filed2026-04-24

WCME

FIRST TR EXCHANGE-TRADED FD

New

Shares18.8K

Event2026-03-31

Filed2026-04-24

ADI

ANALOG DEVICES INC

-6.88%

Shares921

Event2026-03-31

Filed2026-04-24

FTCS

FIRST TR EXCHANGE-TRADED FD

-19.96%

Shares3.6K

Event2026-03-31

Filed2026-04-24

DHR

DANAHER CORP DEL

0.76%

Shares1.7K

Event2026-03-31

Filed2026-04-24

SHEL

SHELL PLC

-2.48%

Shares3.8K

Event2026-03-31

Filed2026-04-24

MMM

3M CO

-0.24%

Shares2.1K

Event2026-03-31

Filed2026-04-24

ENB

ENBRIDGE INC

-17.47%

Shares6.0K

Event2026-03-31

Filed2026-04-24

GLPI

GAMING & LEISURE P

0.27%

Shares6.6K

Event2026-03-31

Filed2026-04-24

SPDR SERIES TRUST

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-24

SCHD

SCHWAB STRATEGIC TR

0.01%

Shares9.9K

Event2026-03-31

Filed2026-04-24

APH

AMPHENOL CORP

12.81%

Shares2.0K

Event2026-03-31

Filed2026-04-24

OXY

OCCIDENTAL PETE CORP

-14.81%

Shares5.7K

Event2026-03-31

Filed2026-04-24

WCMI

FIRST TR EXCHANGE-TRADED FD

37.10%

Shares16.3K

Event2026-03-31

Filed2026-04-24

BTI

BRITISH AMERN TOB PLC

0.78%

Shares5.3K

Event2026-03-31

Filed2026-04-24

IGSB

ISHARES TR

-8.96%

Shares5.5K

Event2026-03-31

Filed2026-04-24

BROADRIDGE FINL SOLUTIONS IN

0.97%

Shares1.8K

Event2026-03-31

Filed2026-04-24

TMUS

T-MOBILE US INC

1.12%

Shares1.4K

Event2026-03-31

Filed2026-04-24

MPC

MARATHON PETE CORP

-10.56%

Shares1.3K

Event2026-03-31

Filed2026-04-24

WASTE MGMT INC DEL

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-24

GLW

CORNING INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-24

HIG

HARTFORD INSURANCE GROUP INC

-1.59%

Shares1.9K

Event2026-03-31

Filed2026-04-24

INTC

INTEL CORP

New

Shares3.9K

Event2026-03-31

Filed2026-04-24

OVV

OVINTIV INC

-1.66%

Shares5.0K

Event2026-03-31

Filed2026-04-24

ADP

AUTOMATIC DATA PROCESSING IN

6.12%

Shares1.3K

Event2026-03-31

Filed2026-04-24

BCAL

CALIFORNIA BANCORP

0.44%

Shares13.6K

Event2026-03-31

Filed2026-04-24

FNF

FIDELITY NATL FINL INC

2.00%

Shares5.1K

Event2026-03-31

Filed2026-04-24

ENERGY TRANSFER L P

-4.54%

Shares13.5K

Event2026-03-31

Filed2026-04-24

CASY

CASEYS GEN STORES INC

New

Shares326

Event2026-03-31

Filed2026-04-24

WRB

BERKLEY W R CORP

-1.63%

Shares3.6K

Event2026-03-31

Filed2026-04-24

HAL

HALLIBURTON CO

New

Shares6.5K

Event2026-03-31

Filed2026-04-24

BOEING CO

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-24

TJX

TJX COS INC NEW

-2.35%

Shares1.5K

Event2026-03-31

Filed2026-04-24

UPS

UNITED PARCEL SVCS INC

-17.89%

Shares2.2K

Event2026-03-31

Filed2026-04-24

AMD

ADVANCED MICRO DEVICES INC

New

Shares857

Event2026-03-31

Filed2026-04-24

MPWR

MONOLITHIC PWR SYS INC

New

Shares159

Event2026-03-31

Filed2026-04-24

CTAS

CINTAS CORP

1.09%

Shares1.3K

Event2026-03-31

Filed2026-04-24

BMY

BRISTOL-MYERS SQUIBB CO

0.51%

Shares3.7K

Event2026-03-31

Filed2026-04-24

PPLT

ABRDN PLATINUM ETF TRUST

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-24

MCK

MCKESSON CORP

-7.43%

Shares249

Event2026-03-31

Filed2026-04-24

TFC

TRUIST FINL CORP

-1.08%

Shares4.1K

Event2026-03-31

Filed2026-04-24

SPG

SIMON PPTY GROUP INC NEW

New

Shares1.0K

Event2026-03-31

Filed2026-04-24

HDV

ISHARES TR

New

Shares1.5K

Event2026-03-31

Filed2026-04-24

MMC

MARSH & MCLENNAN COS INC

-0.34%

Shares1.2K

Event2026-03-31

Filed2026-04-24

IGIB

ISHARES TR

-9.54%

Shares3.8K

Event2026-03-31

Filed2026-04-24

RITM

RITHM CAPITAL CORP

-4.21%

Shares20.0K

Event2026-03-31

Filed2026-04-24

HSY

HERSHEY CO

New

Shares1.1K

Event2026-03-31

Filed2026-04-24

DOC

HEALTHPEAK PROPERTIES INC

2.06%

Shares11.5K

Event2026-03-31

Filed2026-04-24

A2Z CUST2MATE SOLUTIONS CORP

-23.73%

Shares22.5K

Event2026-03-31

Filed2026-04-24

STLA

STELLANTIS N.V

0.00%

Shares20.0K

Event2026-03-31

Filed2026-04-24

CPAC

CEMENTOS PACASMAYO S A A

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-24

OCUL

OCULAR THERAPEUTIX INC

0.00%

Shares11.2K

Event2026-03-31

Filed2026-04-24

FEAM

5E ADVANCED MATERIALS INC

13.20%

Shares17.1K

Event2026-03-31

Filed2026-04-24

SACH

SACHEM CAP CORP

0.00%

Shares13.9K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

WM Call CallWASTE MGMT INC DEL400 sharesnew addition2026-03-312026-04-24

NVDA Call CallNVIDIA CORPORATION100 sharesnew addition2026-03-312026-04-24

WM Call

WASTE MGMT INC DEL

New

Shares400

Event2026-03-31

Filed2026-04-24

NVDA Call

NVIDIA CORPORATION

New

Shares100

Event2026-03-31

Filed2026-04-24

Put Option Holdings

No put option holdings data available