Sponsored

The Analysis of Xcel Wealth Management, LLC's Holdings & P&L

Currently, Xcel Wealth Management, LLC holds 132 types of securities in its portfolio with a total value $359.6M. In the most recent quarter, they have increased their positions in RH (+25.7K shares, valued at $3.6M), NFLX (+20.0K shares, valued at $1.9M), GLW (+11.7K shares, valued at $1.6M); decreased their positions in N/A (-13.3K shares, valued at $3.8M), BAC (-31.9K shares, valued at $1.6M), JPM (-4.2K shares, valued at $1.2M); initiated new positions in ET (+59.0K shares, valued at $1.1M), ITA (+1.4K shares, valued at $313.9K), NKE (+5.6K shares, valued at $295.0K).

1M P&L

+10.3M+3.18%

3M P&L

+7.9M+2.44%

HY P&L

+25.0M+8.09%

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

1Internet Retail28.7M

9.3%

2Banks - Diversified28.0M

9.1%

3N/A19.9M

6.5%

Top Industries by Stock Count

1N/A22 stocks

20.0%

2Software - Infrastructure7 stocks

6.4%

3Software - Application6 stocks

5.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC134.1K shares-1.69%2026-03-312026-04-21

RH RH135.8K shares23.29%2026-03-312026-04-21

NVDA NVIDIA CORPORATION88.2K shares-0.16%2026-03-312026-04-21

BAC BANK AMERICA CORP304.8K shares-9.47%2026-03-312026-04-21

ALPHABET INC ALPHABET INC46.0K shares4.04%2026-03-312026-04-21

AAPL APPLE INC47.0K shares-6.61%2026-03-312026-04-21

F FORD MTR CO1.0M shares-4.68%2026-03-312026-04-21

HD HOME DEPOT INC34.6K shares-0.11%2026-03-312026-04-21

Sponsored

JPM JPMORGAN CHASE & CO38.5K shares-9.87%2026-03-312026-04-21

BA BOEING CO55.9K shares2.88%2026-03-312026-04-21

COF CAPITAL ONE FINL CORP54.4K shares17.66%2026-03-312026-04-21

BROADCOM INC BROADCOM INC24.8K shares-3.84%2026-03-312026-04-21

MS MORGAN STANLEY44.7K shares-8.80%2026-03-312026-04-21

TSLA TESLA INC19.0K shares13.19%2026-03-312026-04-21

BAC-PL BANK AMERICA CORP5.9K shares4.74%2026-03-312026-04-21

NEE NEXTERA ENERGY INC69.0K shares-6.05%2026-03-312026-04-21

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.1K shares9.11%2026-03-312026-04-21

WMT WALMART INC40.4K shares-18.87%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS8.2K shares1.99%2026-03-312026-04-21

CAVA CAVA GROUP INC54.0K shares-5.88%2026-03-312026-04-21

PANW PALO ALTO NETWORKS INC26.5K shares1.27%2026-03-312026-04-21

PFE PFIZER INC148.0K shares-6.46%2026-03-312026-04-21

FDX FEDEX CORP10.5K shares-4.96%2026-03-312026-04-21

GEV GE VERNOVA INC4.3K shares-10.12%2026-03-312026-04-21

Sponsored

NFLX NETFLIX INC.38.7K shares107.15%2026-03-312026-04-21

CAT CATERPILLAR INC5.1K shares-22.81%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC23.0K shares1.76%2026-03-312026-04-21

UBER UBER TECHNOLOGIES INC46.4K shares-12.59%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC63.4K shares-27.16%2026-03-312026-04-21

TJX TJX COS INC NEW19.7K shares-2.21%2026-03-312026-04-21

ABT ABBOTT LABORATORIES30.2K shares55.20%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION3.0K shares18.25%2026-03-312026-04-21

Sponsored

PRU PRUDENTIAL FINL INC29.3K shares82.42%2026-03-312026-04-21

SKT TANGER INC84.0K shares3.45%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC6.9K shares18.75%2026-03-312026-04-21

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW25.0K shares-20.93%2026-03-312026-04-21

LEVI LEVI STRAUSS & CO NEW141.7K shares7.14%2026-03-312026-04-21

GLW CORNING INC19.2K shares156.08%2026-03-312026-04-21

NOW SERVICENOW INC24.7K shares16.50%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC12.6K shares1.00%2026-03-312026-04-21

Sponsored

GS GOLDMAN SACHS GROUP INC3.0K shares15.93%2026-03-312026-04-21

SOFI SOFI TECHNOLOGIES INC159.0K shares127.31%2026-03-312026-04-21

SCHW SCHWAB CHARLES CORP26.7K shares-5.32%2026-03-312026-04-21

ETFS GOLD TR ETFS GOLD TR55.8K shares0.55%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR4.1K shares20.39%2026-03-312026-04-21

META META PLATFORMS INC4.0K shares-5.83%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO7.3K shares-7.12%2026-03-312026-04-21

DE DEERE & CO3.7K shares3.21%2026-03-312026-04-21

Sponsored

TOST TOAST INC75.5K shares-2.98%2026-03-312026-04-21

RTX RTX CORPORATION10.1K shares3.23%2026-03-312026-04-21

GRMN GARMIN LTD8.0K shares0.00%2026-03-312026-04-21

MSFT MICROSOFT CORP5.0K shares5.18%2026-03-312026-04-21

WFC WELLS FARGO & CO23.1K shares-21.78%2026-03-312026-04-21

ALPHABET INC ALPHABET INC6.3K shares-4.94%2026-03-312026-04-21

DIS DISNEY WALT CO17.8K shares-30.88%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR11.5K shares9.80%2026-03-312026-04-21

Sponsored

EATON CORP PLC EATON CORP PLC4.0K shares130.44%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE4.8K shares-73.57%2026-03-312026-04-21

GLD SPDR GOLD TR3.0K shares7.14%2026-03-312026-04-21

XLF SELECT SECTOR SPDR TR24.4K shares-7.56%2026-03-312026-04-21

T AT&T INC40.8K shares-21.67%2026-03-312026-04-21

GMED GLOBUS MED INC13.4K shares-0.24%2026-03-312026-04-21

ET ENERGY TRANSFER L P59.0K sharesnew addition2026-03-312026-04-21

BLACKSTONE INC BLACKSTONE INC9.9K shares-18.32%2026-03-312026-04-21

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F19.8K shares18.56%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T1.6K shares13.48%2026-03-312026-04-21

SO SOUTHERN CO11.1K shares8.30%2026-03-312026-04-21

V VISA INC3.4K shares-36.89%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC1.1K shares-22.57%2026-03-312026-04-21

PPL PPL CORP26.4K shares-21.45%2026-03-312026-04-21

YETI YETI HLDGS INC24.7K shares-15.99%2026-03-312026-04-21

CSCO CISCO SYS INC11.0K shares3.78%2026-03-312026-04-21

Sponsored

AVAV AEROVIRONMENT INC4.4K shares10.27%2026-03-312026-04-21

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC3.5K shares137.57%2026-03-312026-04-21

EASTERLY GOVT PPTYS INC EASTERLY GOVT PPTYS INC37.1K shares-20.78%2026-03-312026-04-21

QNITY ELECTRONICS INC QNITY ELECTRONICS INC6.9K shares-4.23%2026-03-312026-04-21

MO ALTRIA GROUP INC12.0K shares25.37%2026-03-312026-04-21

MELI MERCADOLIBRE INC453 shares184.91%2026-03-312026-04-21

XOM EXXON MOBIL CORP4.6K shares-7.26%2026-03-312026-04-21

KURA KURA ONCOLOGY INC95.4K shares-19.73%2026-03-312026-04-21

Sponsored

MEDTRONIC PLC MEDTRONIC PLC8.8K shares-5.53%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO12.4K shares-26.75%2026-03-312026-04-21

PG PROCTER & GAMBLE CO5.1K shares22.12%2026-03-312026-04-21

WHR WHIRLPOOL CORP13.6K shares-52.91%2026-03-312026-04-21

GBAB GUGGENHEIM TAXABLE MUNICP BO50.1K shares-8.66%2026-03-312026-04-21

MDB MONGODB INC2.9K shares-35.20%2026-03-312026-04-21

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-21

BXP BXP INC13.7K shares-3.53%2026-03-312026-04-21

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC6.8K shares18.53%2026-03-312026-04-21

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC14.5K shares-0.85%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS2.6K shares110.62%2026-03-312026-04-21

FHLC FIDELITY COVINGTON TRUST8.9K shares0.00%2026-03-312026-04-21

TTAN SERVICETITAN INC9.8K shares264.64%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC1.8K shares-1.39%2026-03-312026-04-21

CVX CHEVRON CORPORATION2.8K shares-33.79%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC3.5K shares8.52%2026-03-312026-04-21

Sponsored

SHOP SHOPIFY INC4.8K shares-5.53%2026-03-312026-04-21

VGK VANGUARD INTL EQUITY INDEX F6.8K shares0.76%2026-03-312026-04-21

MAS MASCO CORP9.0K shares-9.98%2026-03-312026-04-21

BARRICK MNG CORP BARRICK MNG CORP13.1K shares0.56%2026-03-312026-04-21

LNG CHENIERE ENERGY INC1.8K shares0.00%2026-03-312026-04-21

ABNB AIRBNB INC3.9K shares-0.38%2026-03-312026-04-21

TXT TEXTRON INC5.4K shares-3.54%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.6K shares-0.74%2026-03-312026-04-21

Sponsored

XLC SELECT SECTOR SPDR TR4.2K shares0.00%2026-03-312026-04-21

HYMB SPDR SERIES TRUST18.0K shares0.00%2026-03-312026-04-21

BRO BROWN & BROWN INC6.8K shares0.00%2026-03-312026-04-21

KO COCA COLA CO5.5K shares0.92%2026-03-312026-04-21

IWM ISHARES TR1.7K shares-0.18%2026-03-312026-04-21

MAGS LISTED FDS TR7.1K shares0.00%2026-03-312026-04-21

D DOMINION ENERGY INC6.4K shares0.00%2026-03-312026-04-21

ARCC ARES CAPITAL CORP20.9K shares0.07%2026-03-312026-04-21

Sponsored

HYD VANECK ETF TRUST7.5K shares0.00%2026-03-312026-04-21

LDOS LEIDOS HOLDINGS INC2.4K shares-4.78%2026-03-312026-04-21

LLY ELI LILLY & CO388 shares3.19%2026-03-312026-04-21

CELH CELSIUS HLDGS INC10.0K shares0.00%2026-03-312026-04-21

SBUX STARBUCKS CORP3.7K shares-19.50%2026-03-312026-04-21

RDVY FIRST TR EXCHANGE TRADED FD4.8K shares0.00%2026-03-312026-04-21

IBRX IMMUNITYBIO INC43.1K shares115.50%2026-03-312026-04-21

ITA ISHARES TR1.4K sharesnew addition2026-03-312026-04-21

Sponsored

IVV ISHARES TR476 shares-0.83%2026-03-312026-04-21

NKE NIKE INC5.6K sharesnew addition2026-03-312026-04-21

FMHI FIRST TR EXCH TRADED FD III6.0K shares0.00%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.5K sharesnew addition2026-03-312026-04-21

ORCL ORACLE CORP1.8K shares-13.92%2026-03-312026-04-21

SPYG SPDR SERIES TRUST2.5K shares13.09%2026-03-312026-04-21

SDY SPDR SERIES TRUST1.6K sharesnew addition2026-03-312026-04-21

GRNY TIDAL TRUST I9.1K shares-0.19%2026-03-312026-04-21

Sponsored

SEACOAST BKG CORP FLA SEACOAST BKG CORP FLA7.0K shares0.00%2026-03-312026-04-21

ADP AUTOMATIC DATA PROCESSING IN1.0K shares-16.46%2026-03-312026-04-21

CRM SALESFORCE INC1.1K shares-12.69%2026-03-312026-04-21

BLMN BLOOMIN BRANDS INC18.5K shares-25.97%2026-03-312026-04-21

AMZN

AMAZON COM INC

-1.69%

Shares134.1K

Event2026-03-31

Filed2026-04-21

23.29%

Shares135.8K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-0.16%

Shares88.2K

Event2026-03-31

Filed2026-04-21

BAC

BANK AMERICA CORP

-9.47%

Shares304.8K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

4.04%

Shares46.0K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-6.61%

Shares47.0K

Event2026-03-31

Filed2026-04-21

FORD MTR CO

-4.68%

Shares1.0M

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

-0.11%

Shares34.6K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-9.87%

Shares38.5K

Event2026-03-31

Filed2026-04-21

BOEING CO

2.88%

Shares55.9K

Event2026-03-31

Filed2026-04-21

COF

CAPITAL ONE FINL CORP

17.66%

Shares54.4K

Event2026-03-31

Filed2026-04-21

BROADCOM INC

-3.84%

Shares24.8K

Event2026-03-31

Filed2026-04-21

MORGAN STANLEY

-8.80%

Shares44.7K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INC

13.19%

Shares19.0K

Event2026-03-31

Filed2026-04-21

BAC-PL

BANK AMERICA CORP

4.74%

Shares5.9K

Event2026-03-31

Filed2026-04-21

NEE

NEXTERA ENERGY INC

-6.05%

Shares69.0K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

9.11%

Shares13.1K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

-18.87%

Shares40.4K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

1.99%

Shares8.2K

Event2026-03-31

Filed2026-04-21

CAVA

CAVA GROUP INC

-5.88%

Shares54.0K

Event2026-03-31

Filed2026-04-21

PANW

PALO ALTO NETWORKS INC

1.27%

Shares26.5K

Event2026-03-31

Filed2026-04-21

PFE

PFIZER INC

-6.46%

Shares148.0K

Event2026-03-31

Filed2026-04-21

FDX

FEDEX CORP

-4.96%

Shares10.5K

Event2026-03-31

Filed2026-04-21

GEV

GE VERNOVA INC

-10.12%

Shares4.3K

Event2026-03-31

Filed2026-04-21

NFLX

NETFLIX INC.

107.15%

Shares38.7K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

-22.81%

Shares5.1K

Event2026-03-31

Filed2026-04-21

PLTR

PALANTIR TECHNOLOGIES INC

1.76%

Shares23.0K

Event2026-03-31

Filed2026-04-21

UBER

UBER TECHNOLOGIES INC

-12.59%

Shares46.4K

Event2026-03-31

Filed2026-04-21

VERIZON COMMUNICATIONS INC

-27.16%

Shares63.4K

Event2026-03-31

Filed2026-04-21

TJX

TJX COS INC NEW

-2.21%

Shares19.7K

Event2026-03-31

Filed2026-04-21

ABT

ABBOTT LABORATORIES

55.20%

Shares30.2K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

18.25%

Shares3.0K

Event2026-03-31

Filed2026-04-21

PRU

PRUDENTIAL FINL INC

82.42%

Shares29.3K

Event2026-03-31

Filed2026-04-21

SKT

TANGER INC

3.45%

Shares84.0K

Event2026-03-31

Filed2026-04-21

CRWD

CROWDSTRIKE HLDGS INC

18.75%

Shares6.9K

Event2026-03-31

Filed2026-04-21

FEDERAL RLTY INVT TR NEW

-20.93%

Shares25.0K

Event2026-03-31

Filed2026-04-21

LEVI

LEVI STRAUSS & CO NEW

7.14%

Shares141.7K

Event2026-03-31

Filed2026-04-21

GLW

CORNING INC

156.08%

Shares19.2K

Event2026-03-31

Filed2026-04-21

NOW

SERVICENOW INC

16.50%

Shares24.7K

Event2026-03-31

Filed2026-04-21

AMD

ADVANCED MICRO DEVICES INC

1.00%

Shares12.6K

Event2026-03-31

Filed2026-04-21

GOLDMAN SACHS GROUP INC

15.93%

Shares3.0K

Event2026-03-31

Filed2026-04-21

SOFI

SOFI TECHNOLOGIES INC

127.31%

Shares159.0K

Event2026-03-31

Filed2026-04-21

SCHW

SCHWAB CHARLES CORP

-5.32%

Shares26.7K

Event2026-03-31

Filed2026-04-21

ETFS GOLD TR

0.55%

Shares55.8K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

20.39%

Shares4.1K

Event2026-03-31

Filed2026-04-21

META

META PLATFORMS INC

-5.83%

Shares4.0K

Event2026-03-31

Filed2026-04-21

AXP

AMERICAN EXPRESS CO

-7.12%

Shares7.3K

Event2026-03-31

Filed2026-04-21

DEERE & CO

3.21%

Shares3.7K

Event2026-03-31

Filed2026-04-21

TOST

TOAST INC

-2.98%

Shares75.5K

Event2026-03-31

Filed2026-04-21

RTX

RTX CORPORATION

3.23%

Shares10.1K

Event2026-03-31

Filed2026-04-21

GRMN

GARMIN LTD

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

5.18%

Shares5.0K

Event2026-03-31

Filed2026-04-21

WFC

WELLS FARGO & CO

-21.78%

Shares23.1K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-4.94%

Shares6.3K

Event2026-03-31

Filed2026-04-21

DIS

DISNEY WALT CO

-30.88%

Shares17.8K

Event2026-03-31

Filed2026-04-21

XLK

SELECT SECTOR SPDR TR

9.80%

Shares11.5K

Event2026-03-31

Filed2026-04-21

EATON CORP PLC

130.44%

Shares4.0K

Event2026-03-31

Filed2026-04-21

GE AEROSPACE

-73.57%

Shares4.8K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

7.14%

Shares3.0K

Event2026-03-31

Filed2026-04-21

XLF

SELECT SECTOR SPDR TR

-7.56%

Shares24.4K

Event2026-03-31

Filed2026-04-21

AT&T INC

-21.67%

Shares40.8K

Event2026-03-31

Filed2026-04-21

GMED

GLOBUS MED INC

-0.24%

Shares13.4K

Event2026-03-31

Filed2026-04-21

ENERGY TRANSFER L P

New

Shares59.0K

Event2026-03-31

Filed2026-04-21

BLACKSTONE INC

-18.32%

Shares9.9K

Event2026-03-31

Filed2026-04-21

JEPQ

J P MORGAN EXCHANGE TRADED F

18.56%

Shares19.8K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

13.48%

Shares1.6K

Event2026-03-31

Filed2026-04-21

SOUTHERN CO

8.30%

Shares11.1K

Event2026-03-31

Filed2026-04-21

VISA INC

-36.89%

Shares3.4K

Event2026-03-31

Filed2026-04-21

BLACKROCK INC

-22.57%

Shares1.1K

Event2026-03-31

Filed2026-04-21

PPL

PPL CORP

-21.45%

Shares26.4K

Event2026-03-31

Filed2026-04-21

YETI

YETI HLDGS INC

-15.99%

Shares24.7K

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYS INC

3.78%

Shares11.0K

Event2026-03-31

Filed2026-04-21

AVAV

AEROVIRONMENT INC

10.27%

Shares4.4K

Event2026-03-31

Filed2026-04-21

FERGUSON ENTERPRISES INC

137.57%

Shares3.5K

Event2026-03-31

Filed2026-04-21

EASTERLY GOVT PPTYS INC

-20.78%

Shares37.1K

Event2026-03-31

Filed2026-04-21

QNITY ELECTRONICS INC

-4.23%

Shares6.9K

Event2026-03-31

Filed2026-04-21

ALTRIA GROUP INC

25.37%

Shares12.0K

Event2026-03-31

Filed2026-04-21

MELI

MERCADOLIBRE INC

184.91%

Shares453

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

-7.26%

Shares4.6K

Event2026-03-31

Filed2026-04-21

KURA

KURA ONCOLOGY INC

-19.73%

Shares95.4K

Event2026-03-31

Filed2026-04-21

MEDTRONIC PLC

-5.53%

Shares8.8K

Event2026-03-31

Filed2026-04-21

BMY

BRISTOL-MYERS SQUIBB CO

-26.75%

Shares12.4K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

22.12%

Shares5.1K

Event2026-03-31

Filed2026-04-21

WHR

WHIRLPOOL CORP

-52.91%

Shares13.6K

Event2026-03-31

Filed2026-04-21

GBAB

GUGGENHEIM TAXABLE MUNICP BO

-8.66%

Shares50.1K

Event2026-03-31

Filed2026-04-21

MDB

MONGODB INC

-35.20%

Shares2.9K

Event2026-03-31

Filed2026-04-21

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-21

BXP

BXP INC

-3.53%

Shares13.7K

Event2026-03-31

Filed2026-04-21

MARVELL TECHNOLOGY INC

18.53%

Shares6.8K

Event2026-03-31

Filed2026-04-21

DUPONT DE NEMOURS INC

-0.85%

Shares14.5K

Event2026-03-31

Filed2026-04-21

IBM

INTERNATIONAL BUSINESS MACHS

110.62%

Shares2.6K

Event2026-03-31

Filed2026-04-21

FHLC

FIDELITY COVINGTON TRUST

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-21

TTAN

SERVICETITAN INC

264.64%

Shares9.8K

Event2026-03-31

Filed2026-04-21

MICRON TECHNOLOGY INC

-1.39%

Shares1.8K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

-33.79%

Shares2.8K

Event2026-03-31

Filed2026-04-21

PHILIP MORRIS INTL INC

8.52%

Shares3.5K

Event2026-03-31

Filed2026-04-21

SHOP

SHOPIFY INC

-5.53%

Shares4.8K

Event2026-03-31

Filed2026-04-21

VGK

VANGUARD INTL EQUITY INDEX F

0.76%

Shares6.8K

Event2026-03-31

Filed2026-04-21

MAS

MASCO CORP

-9.98%

Shares9.0K

Event2026-03-31

Filed2026-04-21

BARRICK MNG CORP

0.56%

Shares13.1K

Event2026-03-31

Filed2026-04-21

LNG

CHENIERE ENERGY INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-21

ABNB

AIRBNB INC

-0.38%

Shares3.9K

Event2026-03-31

Filed2026-04-21

TXT

TEXTRON INC

-3.54%

Shares5.4K

Event2026-03-31

Filed2026-04-21

DUKE ENERGY CORP NEW

-0.74%

Shares3.6K

Event2026-03-31

Filed2026-04-21

XLC

SELECT SECTOR SPDR TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-21

HYMB

SPDR SERIES TRUST

0.00%

Shares18.0K

Event2026-03-31

Filed2026-04-21

BRO

BROWN & BROWN INC

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-21

COCA COLA CO

0.92%

Shares5.5K

Event2026-03-31

Filed2026-04-21

IWM

ISHARES TR

-0.18%

Shares1.7K

Event2026-03-31

Filed2026-04-21

MAGS

LISTED FDS TR

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-21

DOMINION ENERGY INC

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-21

ARCC

ARES CAPITAL CORP

0.07%

Shares20.9K

Event2026-03-31

Filed2026-04-21

HYD

VANECK ETF TRUST

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-21

LDOS

LEIDOS HOLDINGS INC

-4.78%

Shares2.4K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

3.19%

Shares388

Event2026-03-31

Filed2026-04-21

CELH

CELSIUS HLDGS INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-21

SBUX

STARBUCKS CORP

-19.50%

Shares3.7K

Event2026-03-31

Filed2026-04-21

RDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-21

IBRX

IMMUNITYBIO INC

115.50%

Shares43.1K

Event2026-03-31

Filed2026-04-21

ITA

ISHARES TR

New

Shares1.4K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

-0.83%

Shares476

Event2026-03-31

Filed2026-04-21

NKE

NIKE INC

New

Shares5.6K

Event2026-03-31

Filed2026-04-21

FMHI

FIRST TR EXCH TRADED FD III

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-21

INVESCO EXCHANGE TRADED FD T

New

Shares1.5K

Event2026-03-31

Filed2026-04-21

ORCL

ORACLE CORP

-13.92%

Shares1.8K

Event2026-03-31

Filed2026-04-21

SPYG

SPDR SERIES TRUST

13.09%

Shares2.5K

Event2026-03-31

Filed2026-04-21

SDY

SPDR SERIES TRUST

New

Shares1.6K

Event2026-03-31

Filed2026-04-21

GRNY

TIDAL TRUST I

-0.19%

Shares9.1K

Event2026-03-31

Filed2026-04-21

SEACOAST BKG CORP FLA

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-21

ADP

AUTOMATIC DATA PROCESSING IN

-16.46%

Shares1.0K

Event2026-03-31

Filed2026-04-21

CRM

SALESFORCE INC

-12.69%

Shares1.1K

Event2026-03-31

Filed2026-04-21

BLMN

BLOOMIN BRANDS INC

-25.97%

Shares18.5K

Event2026-03-31

Filed2026-04-21

Call Option Holdings

RH Call CallRH13.8K shares-8.61%2026-03-312026-04-21

RH Call

-8.61%

Shares13.8K

Event2026-03-31

Filed2026-04-21

Put Option Holdings

No put option holdings data available