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Orion Capital Management

Latest statistics and disclosures from Orion Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SGOV, IVV, JAAA, AVUS, AAPL, and represent 37.60% of Orion Capital Management's stock portfolio.
Added to shares of these 10 stocks: AVDE, JAAA, AVUS, SPYM, RSP, AVUV, AVIG, Bloom Energy Corp call, AVDV, BKNG.
Started 28 new stock positions in PNFP, F, ITA, SMCI, SE, GEHC, ARM, Capital One Finl Corp option, BAI, FTEK.
Reduced shares in these 10 stocks: VIG, SGOV, WPC, AMZN, , ADBE, Alphabet Inc-cl C, VYM, ABBV, Apple Inc option.
Sold out of its positions in ACM, DEVICES INC Advanced Micro call, BABA, Alphabet Inc-cl C, AVXL, Apple Inc option, AXSM, BRT, OWL, Broadcom Inc call.
Orion Capital Management was a net buyer of stock by $1.5M.
Orion Capital Management has $290M in assets under management (AUM), dropping by -2.41%.
Central Index Key (CIK): 0001846758

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Portfolio Holdings for Orion Capital Management

Orion Capital Management holds 485 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV)	12.2	$36M		353k	100.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	8.3	$24M		37k	653.21	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	8.1	$24M	+9%	468k	50.37	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	5.1	$15M	+3%	132k	111.18	View chart
Apple (AAPL)	3.9	$11M		45k	253.79	View chart
Etf Ser Solutions Distillate Us (DSTL)	3.6	$10M		178k	57.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.8	$8.2M	-9%	38k	215.06	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.4	$7.0M	+52%	83k	84.84	View chart
Alphabet Cap Stk Cl C (GOOG)	2.2	$6.4M	-2%	22k	286.86	View chart
Amazon (AMZN)	1.9	$5.7M	-4%	27k	208.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.9	$5.6M	+7%	29k	191.92	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.8	$5.4M	+7%	49k	110.47	View chart
Intuitive Surgical Com New (ISRG)	1.4	$4.2M		9.1k	460.99	View chart
Microsoft Corporation (MSFT)	1.4	$4.0M		11k	370.16	View chart
NVIDIA Corporation (NVDA)	1.3	$3.7M	-2%	22k	174.40	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.3	$3.7M		95k	38.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$3.6M	-5%	24k	148.10	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$3.5M	-4%	113k	30.68	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.1	$3.1M	+6%	39k	80.61	View chart
Palantir Technologies Cl A (PLTR)	1.1	$3.1M	-2%	21k	146.28	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.9	$2.5M	+12%	25k	99.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$2.5M		8.7k	287.55	View chart
O'reilly Automotive (ORLY)	0.9	$2.5M		27k	92.31	View chart
JPMorgan Chase & Co. (JPM)	0.8	$2.4M		8.0k	294.16	View chart
Costco Wholesale Corporation (COST)	0.8	$2.3M		2.3k	996.49	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$1.8M	-7%	27k	67.53	View chart
Abbvie (ABBV)	0.6	$1.8M	-10%	8.1k	217.50	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$1.8M	+3%	20k	88.70	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.6	$1.7M		37k	46.13	View chart
Eaton Corp SHS (ETN)	0.6	$1.6M		4.5k	357.67	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.5	$1.5M		35k	42.72	View chart
Bloom Energy Corp Com Cl A (BE)	0.5	$1.4M	-11%	11k	135.49	View chart
Innovator Etfs Trust Us Equity Accele (XBAP)	0.5	$1.4M	-4%	37k	39.14	View chart
Veeva Sys Cl A Com (VEEV)	0.5	$1.4M		8.1k	175.66	View chart
Qualcomm (QCOM)	0.5	$1.4M		11k	128.78	View chart
Eli Lilly & Co. (LLY)	0.4	$1.3M	-4%	1.4k	919.77	View chart
Morgan Stanley Com New (MS)	0.4	$1.3M		7.7k	164.57	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.4	$1.2M	+40%	30k	41.54	View chart
Johnson & Johnson (JNJ)	0.4	$1.2M		5.1k	244.44	View chart
Raytheon Technologies Corp (RTX)	0.4	$1.2M		6.4k	192.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.4	$1.2M		27k	43.11	View chart
Advanced Micro Devices (AMD)	0.4	$1.2M	-5%	5.7k	203.43	View chart
Netflix (NFLX)	0.4	$1.2M	-6%	12k	96.15	View chart
Fortinet (FTNT)	0.4	$1.1M	-5%	14k	81.72	View chart
Spdr Series Trust State Street Spd (SPSB)	0.4	$1.1M	-2%	37k	30.07	View chart
Visa Com Cl A (V)	0.4	$1.1M	-4%	3.6k	302.25	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$1.0M	+28%	13k	80.58	View chart
First Solar (FSLR)	0.4	$1.0M		5.2k	197.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$970k		7.8k	124.31	View chart
Merck & Co (MRK)	0.3	$951k		7.9k	120.29	View chart
Alnylam Pharmaceuticals (ALNY)	0.3	$945k	-3%	2.9k	330.87	View chart
Bank of America Corporation (BAC)	0.3	$933k	-4%	19k	48.75	View chart
Blackrock (BLK)	0.3	$918k	-4%	954.00	961.71	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.3	$916k		22k	40.86	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$908k	+6%	20k	45.97	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.3	$892k		21k	42.50	View chart
Capital One Financial (COF)	0.3	$864k	+6%	4.7k	182.43	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$856k	+15%	3.6k	237.62	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.3	$827k	-3%	21k	40.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$796k	-11%	2.5k	320.75	View chart
International Business Machines (IBM)	0.3	$768k		3.2k	242.42	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.3	$764k	-16%	19k	41.09	View chart
Uber Technologies (UBER)	0.3	$755k	-2%	11k	71.93	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$748k		1.3k	597.55	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$726k	+3%	16k	44.62	View chart
Amgen (AMGN)	0.2	$722k		2.1k	351.85	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$689k	+209%	9.0k	76.54	View chart
salesforce (CRM)	0.2	$688k	-5%	3.7k	186.67	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.2	$682k		9.2k	73.92	View chart
Home Depot (HD)	0.2	$640k		1.9k	328.88	View chart
Metropcs Communications (TMUS)	0.2	$611k	-11%	2.9k	210.03	View chart
Arista Networks Com Shs (ANET)	0.2	$604k	-11%	4.9k	122.78	View chart
Us Bancorp Com New (USB)	0.2	$577k		11k	52.01	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.2	$576k		14k	41.83	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$563k	-3%	14k	39.80	View chart
Broadcom (AVGO)	0.2	$546k		1.8k	309.59	View chart
Expedia Group Com New (EXPE)	0.2	$546k	-2%	2.4k	230.89	View chart
ResMed (RMD)	0.2	$530k		2.4k	224.48	View chart
Dell Technologies CL C (DELL)	0.2	$517k	-4%	3.1k	164.13	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.2	$515k		9.7k	53.33	View chart
Cme (CME)	0.2	$501k		1.7k	295.35	View chart
Caterpillar (CAT)	0.2	$500k		705.00	708.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.2	$483k		12k	39.94	View chart
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)	0.2	$472k	-3%	12k	38.02	View chart
Lockheed Martin Corporation (LMT)	0.2	$471k	+7%	780.00	604.07	View chart
Arlo Technologies (ARLO)	0.2	$465k	-4%	33k	14.23	View chart
McDonald's Corporation (MCD)	0.2	$454k		1.5k	310.84	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$445k		9.2k	48.46	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$438k	+34%	2.2k	196.20	View chart
Marvell Technology (MRVL)	0.2	$436k	-4%	4.4k	99.05	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$432k		1.0k	426.40	View chart
Philip Morris International (PM)	0.1	$431k		2.6k	165.32	View chart
The Trade Desk Com Cl A (TTD)	0.1	$430k	-5%	19k	22.69	View chart
Boeing Company (BA)	0.1	$427k	+2%	2.1k	199.03	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$422k	+22%	980.00	430.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$420k	-8%	877.00	479.20	View chart
Booking Holdings (BKNG)	0.1	$404k	+190%	96.00	4210.32	View chart
TJX Companies (TJX)	0.1	$397k		2.5k	159.70	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.1	$390k		8.7k	44.87	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$390k		7.4k	52.49	View chart
Exxon Mobil Corporation (XOM)	0.1	$377k		2.2k	169.66	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$376k	-4%	8.7k	43.06	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$366k		4.0k	91.52	View chart
Shift4 Pmts Cl A (FOUR)	0.1	$354k	-3%	8.1k	43.73	View chart
Southern Copper Corporation (SCCO)	0.1	$341k		2.0k	172.06	View chart
Bloom Energy Corp Call Apr 160 Call Apr 160 Call Option	0.1	$339k	NEW	2.5k	135.49	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.1	$329k	-4%	23k	14.37	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.1	$329k		14k	23.47	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$323k		2.1k	151.41	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.1	$321k		14k	22.95	View chart
Northrop Grumman Corporation (NOC)	0.1	$319k		468.00	682.24	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$319k		2.8k	115.24	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$316k		6.2k	50.61	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$315k		5.3k	59.22	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.1	$310k		14k	22.13	View chart
Zeta Global Holdings Corp Cl A (ZETA)	0.1	$303k	-7%	19k	15.92	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$297k		1.3k	236.33	View chart
Meta Platforms Cl A (META)	0.1	$297k	+13%	519.00	572.13	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$272k		1.3k	213.67	View chart
Citizens Financial (CFG)	0.1	$268k		4.5k	59.97	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$265k		11k	25.10	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$262k		5.5k	47.70	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$260k		4.9k	52.78	View chart
Synchrony Financial (SYF)	0.1	$257k	-8%	3.8k	68.02	View chart
American Express Company (AXP)	0.1	$254k	-10%	840.00	302.48	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$251k		3.7k	68.14	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$251k	-36%	5.4k	46.60	View chart
Dimensional Etf Trust International (DFSI)	0.1	$243k	-17%	5.7k	42.40	View chart
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)	0.1	$242k	+2%	7.8k	31.28	View chart
Halozyme Therapeutics (HALO)	0.1	$242k	-2%	3.8k	64.63	View chart
Honeywell International (HON)	0.1	$241k		1.1k	226.03	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$238k	-9%	993.00	239.99	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$237k	+6%	9.5k	25.06	View chart
Adobe Systems Incorporated (ADBE)	0.1	$236k	-48%	970.00	243.08	View chart
Goldman Sachs (GS)	0.1	$233k	-4%	275.00	845.99	View chart
Intuitive Surgical Inc Call Apr 510 Call Apr 510	0.1	$231k	+150%	500.00	460.96	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$230k		374.00	615.94	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$228k		4.6k	49.37	View chart
Wells Fargo & Company (WFC)	0.1	$228k		2.9k	79.61	View chart
Teledyne Technologies Incorporated (TDY)	0.1	$227k		375.00	605.01	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.1	$226k		4.7k	48.00	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$224k		870.00	257.27	View chart
Pepsi (PEP)	0.1	$215k		1.4k	155.29	View chart
Innovator Etfs Trust Us Eqty Accelrt9 (XBOC)	0.1	$209k		6.3k	32.89	View chart
Realty Income (O)	0.1	$208k	-27%	3.4k	61.18	View chart
Procter & Gamble Company (PG)	0.1	$202k		1.4k	144.44	View chart
Abbott Laboratories (ABT)	0.1	$199k		1.9k	102.67	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$195k		530.00	367.44	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$194k		147.00	1320.83	View chart
Ciena Corp Com New (CIEN)	0.1	$193k		497.00	388.23	View chart
Nextera Energy (NEE)	0.1	$193k		2.1k	92.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$192k		1.0k	191.81	View chart
Servicenow (NOW)	0.1	$191k		1.8k	104.55	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$186k	NEW	1.7k	109.69	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$183k		9.5k	19.30	View chart
Curtiss-Wright (CW)	0.1	$183k	+3%	268.00	681.14	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$178k		619.00	287.01	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$176k		3.9k	45.65	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$169k		4.0k	42.51	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.1	$168k		2.3k	73.65	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.1	$165k	+44%	3.5k	46.70	View chart
Kla Corp Com New (KLAC)	0.1	$163k		111.00	1472.41	View chart
Mastercard Incorporated Cl A (MA)	0.1	$163k	-9%	326.00	499.66	View chart
Carnival Corp Common Stock (CCL)	0.1	$153k		5.9k	25.88	View chart
Lam Research Corp Com New (LRCX)	0.1	$153k	+78%	714.00	213.66	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$151k		2.4k	64.08	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$149k		3.0k	49.69	View chart
Fabrinet SHS (FN)	0.1	$147k		282.00	521.52	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$147k		5.5k	26.72	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$143k	+94%	1.6k	90.94	View chart
Wal-Mart Stores (WMT)	0.0	$142k		1.1k	124.28	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$140k		4.1k	33.86	View chart
Viking Holdings Ord Shs (VIK)	0.0	$140k	-4%	1.9k	73.48	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.0	$139k		3.0k	46.25	View chart
Vanguard World Health Car Etf (VHT)	0.0	$136k		500.00	272.33	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$136k		519.00	262.07	View chart
Cummins (CMI)	0.0	$133k		247.00	537.77	View chart
Asml Hldg Nv Call Apr 1300 Call Apr 1300 Call Option	0.0	$132k		100.00	1320.83	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.0	$131k		2.7k	48.98	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$130k	-6%	5.2k	25.15	View chart
Wp Carey (WPC)	0.0	$129k	-72%	1.9k	67.96	View chart
Altria (MO)	0.0	$126k		1.9k	65.98	View chart
McKesson Corporation (MCK)	0.0	$125k		144.00	865.36	View chart
Tesla Motors (TSLA)	0.0	$124k	+40%	334.00	371.21	View chart
Edwards Lifesciences (EW)	0.0	$122k		1.5k	80.08	View chart
Welltower Inc Com reit (WELL)	0.0	$120k	+3%	606.00	197.64	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$119k	+90%	2.6k	45.50	View chart
Ishares Tr Ibonds 29 Tr Hi (IBHI)	0.0	$116k		5.0k	23.28	View chart
General Dynamics Corporation (GD)	0.0	$115k		336.00	343.22	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$115k		379.00	302.25	View chart
Chevron Corporation (CVX)	0.0	$111k	+3%	538.00	207.07	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.0	$111k	+95%	3.1k	36.11	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$106k		4.3k	24.75	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$106k		1.7k	62.56	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$106k		2.8k	38.42	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.0	$106k	-10%	2.0k	51.75	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$105k	+2%	1.2k	88.02	View chart
Pinterest Cl A (PINS)	0.0	$105k	-41%	5.7k	18.34	View chart
Verizon Communications (VZ)	0.0	$101k	-33%	2.0k	50.19	View chart
Citigroup Com New (C)	0.0	$101k	-4%	887.00	113.45	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$100k	-5%	840.00	118.62	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$98k		2.5k	38.96	View chart
American Water Works (AWK)	0.0	$95k		700.00	136.09	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$95k		804.00	118.45	View chart
Pinnacle Finl Partners (PNFP)	0.0	$94k	NEW	1.1k	86.14	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$93k		1.1k	88.16	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$92k		800.00	114.99	View chart
UniFirst Corporation (UNF)	0.0	$90k	-41%	357.00	251.59	View chart
Cisco Systems (CSCO)	0.0	$89k		1.1k	77.59	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$88k		2.6k	33.98	View chart
Ge Aerospace Com New (GE)	0.0	$87k		307.00	284.00	View chart
Colgate-Palmolive Company (CL)	0.0	$85k		1.0k	85.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$82k	+22%	578.00	142.48	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.0	$80k	-18%	1.9k	42.37	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$80k	NEW	3.3k	24.24	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$80k	NEW	3.3k	24.24	View chart
Bristol Myers Squibb (BMY)	0.0	$79k	-16%	1.3k	60.65	View chart
Ishares Tr Ibonds 2030 Term (IBHJ)	0.0	$79k		3.0k	26.22	View chart
Teradyne (TER)	0.0	$79k	-22%	265.00	296.46	View chart
IDEX Corporation (IEX)	0.0	$78k		413.00	189.55	View chart
Sofi Technologies (SOFI)	0.0	$78k	+6%	4.9k	15.88	View chart
Coca-Cola Company (KO)	0.0	$78k		1.0k	76.05	View chart
Ge Vernova (GEV)	0.0	$77k	-2%	88.00	872.90	View chart
Kroger (KR)	0.0	$76k		1.1k	72.36	View chart
Novartis Sponsored Adr (NVS)	0.0	$76k		500.00	152.75	View chart
Ishares Tr Ibonds 2031 Term (IBHK)	0.0	$76k		3.0k	25.45	View chart
On Hldg Namen Akt A (ONON)	0.0	$75k		2.2k	34.02	View chart
Packaging Corporation of America (PKG)	0.0	$73k		346.00	212.22	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$72k	-2%	435.00	165.58	View chart
Albemarle Corporation (ALB)	0.0	$72k		400.00	179.53	View chart
Trimble Navigation (TRMB)	0.0	$72k		1.1k	65.23	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$70k	+492%	776.00	90.53	View chart
Snap-on Incorporated (SNA)	0.0	$70k		192.00	363.22	View chart
Upstart Hldgs (UPST)	0.0	$69k		2.7k	25.65	View chart
Palo Alto Networks (PANW)	0.0	$67k	-9%	417.00	160.35	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$67k	-10%	1.3k	52.85	View chart
Alcoa (AA)	0.0	$66k		1.0k	66.33	View chart
Toast Cl A (TOST)	0.0	$66k		2.5k	26.51	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$66k		195.00	337.95	View chart
Spdr Series Trust State Street Spd (ONEY)	0.0	$66k		546.00	120.11	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$65k		700.00	92.74	View chart
Lam Research Corp Call Apr 230 Call Apr 230	0.0	$64k		300.00	213.66	View chart
Nike CL B (NKE)	0.0	$64k		1.2k	52.82	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$63k	+3%	145.00	436.84	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$63k	+2%	199.00	318.07	View chart
Illinois Tool Works (ITW)	0.0	$63k		242.00	260.29	View chart
CSX Corporation (CSX)	0.0	$63k		1.5k	41.05	View chart
Xylem (XYL)	0.0	$62k		522.00	119.50	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$62k		89.00	697.72	View chart
Apollo Global Mgmt (APO)	0.0	$61k	-6%	550.00	111.42	View chart
Rambus (RMBS)	0.0	$61k		703.00	86.03	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$60k	+3%	676.00	88.46	View chart
Fidelity Natl Finl Com Shs (FNF)	0.0	$57k		1.2k	46.38	View chart
Aon Shs Cl A (AON)	0.0	$57k		176.00	322.78	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$56k		677.00	82.79	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$56k		1.2k	48.32	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$54k		182.00	298.85	View chart
Medtronic SHS (MDT)	0.0	$54k		619.00	86.65	View chart
Brown & Brown (BRO)	0.0	$53k		807.00	65.21	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.0	$52k	-13%	1.1k	48.08	View chart
Walt Disney Company (DIS)	0.0	$52k		534.00	96.42	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$51k	-4%	1.1k	45.11	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$49k		302.00	162.00	View chart
Dover Corporation (DOV)	0.0	$48k		231.00	208.45	View chart
Norfolk Southern (NSC)	0.0	$48k		168.00	286.31	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$47k		599.00	78.41	View chart
Oruka Therapeutics (ORKA)	0.0	$47k	NEW	953.00	49.05	View chart
Lowe's Companies (LOW)	0.0	$47k		197.00	236.85	View chart
Microchip Technology (MCHP)	0.0	$46k		718.00	64.61	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.0	$46k	+101%	1.3k	36.74	View chart
Essential Utils (WTRG)	0.0	$45k		1.1k	40.27	View chart
Sentinelone Cl A (S)	0.0	$45k	-16%	3.5k	12.88	View chart
Bank of New York Mellon Corporation (BK)	0.0	$45k		380.00	118.63	View chart
Lumen Technologies (LUMN)	0.0	$45k		6.5k	6.95	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.0	$44k		654.00	66.57	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$43k		196.00	217.25	View chart
Carrier Global Corporation (CARR)	0.0	$42k		750.00	56.31	View chart
Rigetti Computing Common Stock (RGTI)	0.0	$42k		3.0k	14.04	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.0	$41k		63.00	650.33	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.0	$40k		940.00	43.02	View chart
eBay (EBAY)	0.0	$40k		442.00	91.02	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$39k		101.00	390.50	View chart
Intel Corporation (INTC)	0.0	$39k		883.00	44.13	View chart
Capital One Finl Corp Call Apr 200 Call Apr 200 Call Option	0.0	$37k	NEW	200.00	182.43	View chart
At&t (T)	0.0	$36k		1.3k	28.98	View chart
Pacer Fds Tr Swan Sos Modrte (PSMO)	0.0	$36k		1.2k	30.18	View chart
Eastman Chemical Company (EMN)	0.0	$36k		474.00	76.32	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$36k		100.00	359.03	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.0	$36k	+291%	1.6k	22.21	View chart
Analog Devices (ADI)	0.0	$35k		111.00	318.14	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$35k		2.3k	15.05	View chart
Emcor (EME)	0.0	$35k		47.00	738.32	View chart
Starwood Property Trust (STWD)	0.0	$34k		2.0k	17.22	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$34k	NEW	225.00	151.28	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$34k	NEW	135.00	250.58	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$33k		618.00	54.05	View chart
Palo Alto Networks Inc Call Apr 170 Call Apr 170	0.0	$32k		200.00	160.35	View chart
Jacobs Engineering Group (J)	0.0	$32k		250.00	127.28	View chart
Paypal Holdings (PYPL)	0.0	$32k		700.00	45.23	View chart
Banc Of California (BANC)	0.0	$32k		1.8k	17.58	View chart
CRH Ord (CRH)	0.0	$32k		300.00	105.12	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$31k		537.00	58.54	View chart
3M Company (MMM)	0.0	$31k	NEW	215.00	145.23	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$31k		1.2k	25.64	View chart
Dominion Resources (D)	0.0	$31k		500.00	61.82	View chart
Deckers Outdoor Corporation (DECK)	0.0	$30k		300.00	100.09	View chart
Otis Worldwide Corp (OTIS)	0.0	$29k		375.00	77.08	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$29k		81.00	356.56	View chart
Deere & Company (DE)	0.0	$28k		50.00	563.30	View chart
Ford Motor Company (F)	0.0	$28k	NEW	2.4k	11.54	View chart
Cormedix Inc cormedix (CRMD)	0.0	$27k	-20%	4.0k	6.79	View chart
Tempus Ai Cl A (TEM)	0.0	$27k		600.00	45.22	View chart
Delta Air Lines Com New (DAL)	0.0	$27k		405.00	66.50	View chart
Labcorp Holdings Com Shs (LH)	0.0	$27k		100.00	266.81	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.0	$27k		244.00	109.22	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$27k		200.00	132.50	View chart
Emerson Electric (EMR)	0.0	$26k		200.00	131.02	View chart
Air Lease Corp Cl A	0.0	$26k		400.00	64.94	View chart
Spdr Series Trust State Street Spd (MDYG)	0.0	$26k		270.00	95.96	View chart
Archer Daniels Midland Company (ADM)	0.0	$26k		355.00	72.69	View chart
American Centy Etf Tr Avantis All Eqt (AVGV)	0.0	$24k		315.00	77.54	View chart
Ares Capital Corporation (ARCC)	0.0	$24k	-72%	1.3k	18.02	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$24k		180.00	133.09	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)	0.0	$24k		684.00	34.45	View chart
Etf Ser Solutions Distillate Smlmd (DSMC)	0.0	$24k		628.00	37.42	View chart
CBOE Holdings (CBOE)	0.0	$23k		80.00	281.07	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$22k		273.00	79.27	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$21k		41.00	522.71	View chart
Vanguard World Energy Etf (VDE)	0.0	$21k		122.00	173.04	View chart
Cdw (CDW)	0.0	$21k		173.00	121.02	View chart
Duke Energy Corp Com New (DUK)	0.0	$21k		159.00	130.94	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$20k	+34%	200.00	99.97	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.0	$20k		415.00	47.88	View chart
Truist Financial Corp equities (TFC)	0.0	$18k		393.00	45.96	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.0	$18k		455.00	39.35	View chart
Air Products & Chemicals (APD)	0.0	$18k		61.00	290.49	View chart
Align Technology (ALGN)	0.0	$17k	-50%	100.00	171.43	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$17k		718.00	23.65	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$17k		82.00	205.80	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$17k		235.00	71.61	View chart
Sea Sponsord Ads (SE)	0.0	$17k	NEW	200.00	82.81	View chart
Globalstar Com New (GSAT)	0.0	$16k		245.00	66.42	View chart
Joby Aviation Common Stock (JOBY)	0.0	$16k	+14%	2.0k	8.26	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$16k	+101%	347.00	45.06	View chart
Planet Labs Pbc Com Cl A (PL)	0.0	$16k		559.00	27.95	View chart
Rockwell Automation (ROK)	0.0	$15k		41.00	357.07	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$14k		32.00	446.53	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$14k		300.00	47.57	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$14k		199.00	70.84	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$14k		186.00	75.15	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$14k		70.00	195.99	View chart
WESCO International (WCC)	0.0	$14k	-37%	50.00	273.62	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$14k	-25%	178.00	76.16	View chart
Payoneer Global (PAYO)	0.0	$14k	-41%	2.8k	4.83	View chart
Huntsman Corporation (HUN)	0.0	$13k		1.0k	13.31	View chart
Prologis (PLD)	0.0	$13k		100.00	132.18	View chart
Coreweave Com Cl A (CRWV)	0.0	$13k		170.00	77.47	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$13k		394.00	32.95	View chart
Spdr Series Trust State Street Spd (KCE)	0.0	$13k		93.00	137.67	View chart
Simon Property (SPG)	0.0	$13k	+44%	68.00	186.68	View chart
Synopsys (SNPS)	0.0	$13k		32.00	396.47	View chart
Martin Marietta Materials (MLM)	0.0	$12k		20.00	592.30	View chart
Figma Class A Com Stk (FIG)	0.0	$12k		560.00	21.14	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$12k		252.00	45.85	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.0	$11k	+93%	1.1k	10.33	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.0	$11k		253.00	42.22	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.0	$11k		255.00	41.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$11k	+21%	50.00	211.44	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$10k		1.5k	6.87	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$10k		348.00	29.08	View chart
Target Corporation (TGT)	0.0	$9.9k		82.00	121.15	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$9.9k	NEW	108.00	91.64	View chart
Marathon Petroleum Corp (MPC)	0.0	$9.8k		40.00	244.18	View chart
Spdr Series Trust State Street Spd (KIE)	0.0	$9.7k		177.00	55.03	View chart
Ouster Com New (OUST)	0.0	$9.4k		511.00	18.37	View chart
Alexandria Real Estate Equities (ARE)	0.0	$9.3k	-74%	200.00	46.42	View chart
MercadoLibre (MELI)	0.0	$8.6k		5.00	1729.00	View chart
Spdr Series Trust State Street Spd (SPYX)	0.0	$7.6k		143.00	53.03	View chart
NET Lease Office Properties (NLOP)	0.0	$7.5k	-18%	650.00	11.52	View chart
Novo-nordisk A S Adr (NVO)	0.0	$7.4k	NEW	200.00	36.75	View chart
Spdr Series Trust State Street Spd (SPTS)	0.0	$7.3k		251.00	29.18	View chart
Apa Corporation (APA)	0.0	$7.2k	NEW	169.00	42.44	View chart
Parker-Hannifin Corporation (PH)	0.0	$7.2k		8.00	895.25	View chart
Super Micro Computer Com New (SMCI)	0.0	$7.1k	NEW	312.00	22.77	View chart
Sherwin-Williams Company (SHW)	0.0	$7.1k		22.00	321.55	View chart
Zscaler Incorporated (ZS)	0.0	$7.0k		50.00	140.30	View chart
Sempra Energy (SRE)	0.0	$7.0k		72.00	97.17	View chart
Anthem (ELV)	0.0	$6.7k		23.00	292.74	View chart
Charles Schwab Corporation (SCHW)	0.0	$6.7k	+42%	71.00	94.30	View chart
Spdr Series Trust State Street Spd (XBI)	0.0	$6.4k		50.00	128.20	View chart
Quantumscape Corp Com Cl A (QS)	0.0	$6.4k		1.0k	6.38	View chart
Oklo Com Cl A (OKLO)	0.0	$6.3k		128.00	49.59	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$6.3k		80.00	79.06	View chart
Elf Beauty (ELF)	0.0	$6.1k		100.00	60.61	View chart
General Motors Company (GM)	0.0	$6.0k		81.00	74.51	View chart
Ionis Pharmaceuticals (IONS)	0.0	$6.0k		80.00	75.09	View chart
Baidu Spon Adr Rep A (BIDU)	0.0	$5.8k		52.00	111.42	View chart
Cbre Group Cl A (CBRE)	0.0	$5.7k		42.00	135.45	View chart
Trane Technologies SHS (TT)	0.0	$5.4k		13.00	416.77	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.0	$5.4k		90.00	59.98	View chart
Lululemon Athletica (LULU)	0.0	$5.4k		35.00	153.11	View chart
Toyota Motor Corp Ads (TM)	0.0	$5.4k		26.00	206.08	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$5.3k		107.00	49.98	View chart
Ishares Tr Us Trsprtion (IYT)	0.0	$5.3k		71.00	74.82	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$5.2k		36.00	145.61	View chart
Spdr Series Trust State Street Spd (KRE)	0.0	$5.1k		78.00	65.06	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$4.9k		60.00	82.43	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$4.9k		52.00	94.27	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$4.9k	-17%	47.00	103.43	View chart
Spotify Technology S A SHS (SPOT)	0.0	$4.8k	NEW	10.00	484.90	View chart
Comcast Corp Cl A (CMCSA)	0.0	$4.7k		164.00	28.71	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$4.7k	+31%	67.00	69.75	View chart
Coinbase Global Com Cl A (COIN)	0.0	$4.4k		25.00	174.60	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.0	$4.3k		57.00	76.18	View chart
Innovator Etfs Trust Us Eqt Alrtd Pls (XTJL)	0.0	$4.3k		112.00	38.35	View chart
Pfizer (PFE)	0.0	$4.2k		150.00	28.08	View chart
Oracle Corporation (ORCL)	0.0	$4.1k	-85%	28.00	147.11	View chart
Innovator Etfs Trust Us Eqty Acc Plus (XTJA)	0.0	$4.1k		135.00	30.47	View chart
CoStar (CSGP)	0.0	$4.0k		100.00	40.34	View chart
Middleby Corporation (MIDD)	0.0	$4.0k		30.00	132.57	View chart
Herc Hldgs (HRI)	0.0	$4.0k	-55%	40.00	99.20	View chart
Polaris Industries (PII)	0.0	$3.8k		69.00	54.51	View chart
Transocean Registered Shs (RIG)	0.0	$3.7k		560.00	6.63	View chart
Nutrien (NTR)	0.0	$3.7k		49.00	75.47	View chart
Edison International (EIX)	0.0	$3.7k		50.00	73.18	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$3.6k		52.00	68.79	View chart
Omni (OMC)	0.0	$3.3k		44.00	75.32	View chart
Live Nation Entertainment (LYV)	0.0	$3.1k		20.00	152.50	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$2.8k		32.00	86.62	View chart
Royal Caribbean Cruises (RCL)	0.0	$2.8k		10.00	275.20	View chart
Ecolab (ECL)	0.0	$2.7k		10.00	266.00	View chart
Monster Beverage Corp (MNST)	0.0	$2.5k		35.00	72.46	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$2.4k		36.00	67.08	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$2.3k		24.00	97.12	View chart
Spdr Series Trust State Street Spd (SLYG)	0.0	$2.3k		24.00	96.62	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$2.3k	+36%	440.00	5.17	View chart
Gemini Space Sta Cl A Com (GEMI)	0.0	$2.3k		510.00	4.42	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$2.1k	+10%	197.00	10.84	View chart
Boston Properties (BXP)	0.0	$2.1k	+2%	41.00	51.68	View chart
Weride Sponsored Ads (WRD)	0.0	$2.1k		254.00	8.09	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$1.9k	NEW	17.00	113.12	View chart
Airbnb Com Cl A (ABNB)	0.0	$1.9k		15.00	126.27	View chart
Spdr Series Trust State Street Spd (XTL)	0.0	$1.9k	+150%	10.00	188.10	View chart
F&g Annuities & Life Common Stock (FG)	0.0	$1.8k		73.00	25.32	View chart
Mobileye Global Common Class A (MBLY)	0.0	$1.8k		258.00	6.87	View chart
Chipotle Mexican Grill (CMG)	0.0	$1.6k		50.00	32.02	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$1.6k	NEW	27.00	58.19	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$1.5k	-95%	20.00	73.65	View chart
Spdr Series Trust State Street Spd (XME)	0.0	$1.4k	-53%	13.00	111.46	View chart
Cabot Oil & Gas Corporation (CTRA)	0.0	$1.4k		41.00	35.15	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$1.4k		11.00	128.09	View chart
Vanguard World Utilities Etf (VPU)	0.0	$1.4k	+16%	7.00	199.43	View chart
L3harris Technologies (LHX)	0.0	$1.4k		4.00	345.25	View chart
Tyler Technologies (TYL)	0.0	$1.4k		4.00	342.50	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$1.4k		14.00	96.71	View chart
Southern Company (SO)	0.0	$1.4k		14.00	96.50	View chart
Rocket Lab Corp (RKLB)	0.0	$1.3k		21.00	64.24	View chart
Owens Corning (OC)	0.0	$1.3k		12.00	108.25	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$1.3k	NEW	17.00	74.35	View chart
Masco Corporation (MAS)	0.0	$1.2k		20.00	60.35	View chart
Qnity Electronics Common Stock (Q)	0.0	$1.2k		10.00	115.40	View chart
American Centy Etf Tr Avantis U S Qual (AVUQ)	0.0	$1.1k		20.00	56.75	View chart
UnitedHealth (UNH)	0.0	$1.1k		4.00	270.50	View chart
Fortrea Hldgs Common Stock (FTRE)	0.0	$942.000000		100.00	9.42	View chart
Dupont De Nemours (DD)	0.0	$916.000000		20.00	45.80	View chart
Evergy (EVRG)	0.0	$819.000000		10.00	81.90	View chart
Service Corporation International (SCI)	0.0	$743.000400		9.00	82.56	View chart
Pinnacle West Capital Corporation (PNW)	0.0	$705.000100		7.00	100.71	View chart
CMS Energy Corporation (CMS)	0.0	$698.000400		9.00	77.56	View chart
Baker Hughes Company Cl A (BKR)	0.0	$671.999900		11.00	61.09	View chart
Marriott Intl Cl A (MAR)	0.0	$654.000000		2.00	327.00	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.0	$651.999600	NEW	18.00	36.22	View chart
Waste Management (WM)	0.0	$460.000000		2.00	230.00	View chart
Starbucks Corporation (SBUX)	0.0	$448.000000	-95%	5.00	89.60	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$438.000000	NEW	2.00	219.00	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.0	$297.000000	NEW	9.00	33.00	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$286.000000	NEW	4.00	71.50	View chart
Wabtec Corporation (WAB)	0.0	$261.000000	NEW	1.00	261.00	View chart
Versant Media Group Com Cl A (VSNT)	0.0	$222.000000	NEW	6.00	37.00	View chart
Direxion Shares Etf Trust Daily Homebuilde (NAIL)	0.0	$190.000000		5.00	38.00	View chart
Team Com New (TISI)	0.0	$159.000000	NEW	10.00	15.90	View chart
Fuel Tech (FTEK)	0.0	$122.000000	NEW	100.00	1.22	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.0	$75.000000	-50%	2.00	37.50	View chart
Roblox Corp Cl A (RBLX)	0.0	$57.000000		1.00	57.00	View chart
Enterprise Financial Services (EFSC)	0.0	$54.000000		1.00	54.00	View chart

Past Filings by Orion Capital Management

SEC 13F filings are viewable for Orion Capital Management going back to 2020

Orion Capital Management 2026 Q1 filed May 14, 2026
Orion Capital Management 2025 Q4 filed Feb. 3, 2026
Orion Capital Management 2025 Q3 filed Oct. 31, 2025
Orion Capital Management 2025 Q2 filed July 31, 2025
Orion Capital Management 2024 Q4 filed Feb. 18, 2025
Orion Capital Management 2024 Q3 filed Nov. 18, 2024
Orion Capital Management 2024 Q1 filed May 10, 2024
Orion Capital Management 2023 Q4 filed Feb. 6, 2024
Orion Capital Management 2023 Q3 filed Nov. 16, 2023
Orion Capital Management 2023 Q2 filed Aug. 8, 2023
Orion Capital Management 2023 Q1 filed May 10, 2023
Orion Capital Management 2022 Q4 filed Jan. 23, 2023
Orion Capital Management 2022 Q3 filed Oct. 27, 2022
Orion Capital Management 2022 Q2 filed July 22, 2022
Orion Capital Management 2022 Q1 filed May 11, 2022
Orion Capital Management 2021 Q4 filed Feb. 7, 2022

View all past filings

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