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The Analysis of PLIMOTH TRUST CO LLC's Holdings & P&L

Currently, PLIMOTH TRUST CO LLC holds 175 types of securities in its portfolio with a total value $500.8M. In the most recent quarter, they have increased their positions in VO (+23.2K shares, valued at $1.9M), N/A (+4.3K shares, valued at $496.8K), N/A (+5.1K shares, valued at $489.3K); decreased their positions in QCOM (-8.8K shares, valued at $1.6M), N/A (-1.5K shares, valued at $1.1M), DELL (-924 shares, valued at $398.7K); initiated new positions in N/A (+2.3K shares, valued at $305.2K), CIBR (+2.5K shares, valued at $228.4K), EW (+2.3K shares, valued at $206.1K).

1M P&L

-422.2K-0.11%

3M P&L

+13.2M+3.57%

HY P&L

+34.9M+10.01%

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/A44.6M

11.6%

2Drug Manufacturers - General34.9M

9.1%

3Semiconductors32.1M

8.3%

Top Industries by Stock Count

1N/A31 stocks

22.5%

2Drug Manufacturers - General8 stocks

5.8%

3Utilities - Regulated Electric7 stocks

5.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL Apple, Inc.107.7K shares-0.05%2026-06-302026-07-28

NVDA Nvidia Corporation129.5K shares0.01%2026-06-302026-07-28

MSFT Microsoft Corp55.9K shares1.57%2026-06-302026-07-28

GOOGL Alphabet Inc. Cl A53.6K shares-1.48%2026-06-302026-07-28

Applied Materials Inc. Applied Materials Inc.26.1K shares-5.32%2026-06-302026-07-28

AMZN Amazon.Com, Inc.66.1K shares0.78%2026-06-302026-07-28

JPMorgan Chase & Company JPMorgan Chase & Company42.9K shares-2.05%2026-06-302026-07-28

DELL Dell Technologies Inc31.7K shares-2.84%2026-06-302026-07-28

Sponsored

CAT Caterpillar Inc.10.5K shares-1.61%2026-06-302026-07-28

LLY Lilly, Eli & Co9.2K shares3.63%2026-06-302026-07-28

WMT Wal-Mart Stores Inc72.9K shares-0.22%2026-06-302026-07-28

MRK Merck & Co. Inc.63.3K shares-2.65%2026-06-302026-07-28

Broadcom Inc Broadcom Inc21.0K shares4.49%2026-06-302026-07-28

JNJ Johnson & Johnson30.8K shares-1.15%2026-06-302026-07-28

PANW Palo Alto Networks Inc.22.7K shares0.57%2026-06-302026-07-28

Exxon Mobil Corporation (OLD) Exxon Mobil Corporation (OLD)53.5K shares0.60%2026-06-302026-07-28

Sponsored

Ishares Core U.S. Aggregate-ETF Ishares Core U.S. Aggregate-ETF71.6K shares-0.66%2026-06-302026-07-28

Visa, Inc. Visa, Inc.19.5K shares0.02%2026-06-302026-07-28

XLK State Street Tech Select Sector SPDR ETF34.8K shares-2.20%2026-06-302026-07-28

RTX Corporation RTX Corporation34.2K shares0.30%2026-06-302026-07-28

IQLT Ishares MSCI International Quality-ETF126.4K shares-0.46%2026-06-302026-07-28

Meta Platforms Inc Meta Platforms Inc9.2K shares6.01%2026-06-302026-07-28

Chubb Ltd Chubb Ltd15.1K shares-0.98%2026-06-302026-07-28

ETN Eaton Corp PLC12.0K shares0.82%2026-06-302026-07-28

Sponsored

BAC Bank Of America Corporation88.2K shares0.78%2026-06-302026-07-28

PGX Invesco II Pfd-ETF457.1K shares3.78%2026-06-302026-07-28

GE GE Aerospace13.1K shares-5.05%2026-06-302026-07-28

CVX Chevron Corp com29.2K shares-0.57%2026-06-302026-07-28

GOOG Alphabet Inc Cl C13.4K shares-2.33%2026-06-302026-07-28

PG Procter & Gamble Co32.1K shares-1.32%2026-06-302026-07-28

MCD McDonald's Corp.17.2K shares-0.59%2026-06-302026-07-28

AbbVie Inc AbbVie Inc18.4K shares-2.55%2026-06-302026-07-28

Sponsored

QCOM Qualcomm Inc24.7K shares-26.29%2026-06-302026-07-28

IShares Core MSCI EAFE - ETF IShares Core MSCI EAFE - ETF46.8K shares12.14%2026-06-302026-07-28

NextEra Energy Inc. NextEra Energy Inc.50.9K shares-0.58%2026-06-302026-07-28

DUK Duke Energy Corp34.2K shares-1.20%2026-06-302026-07-28

AXP American Express Co12.7K shares2.23%2026-06-302026-07-28

AMGN Amgen Inc.11.7K shares-0.26%2026-06-302026-07-28

CRM Salesforce Inc26.9K shares3.64%2026-06-302026-07-28

GEV GE Vernova Inc3.5K shares0.00%2026-06-302026-07-28

Sponsored

TJX TJX Companies Inc.27.0K shares-1.27%2026-06-302026-07-28

KO Coca Cola49.8K shares-0.32%2026-06-302026-07-28

LIN Linde Plc7.5K shares0.86%2026-06-302026-07-28

GS Goldman Sachs Group Inc.3.8K shares-2.93%2026-06-302026-07-28

UNP Union Pacific Corp14.2K shares-0.60%2026-06-302026-07-28

Cisco Systems, Inc. Cisco Systems, Inc.32.1K shares-4.95%2026-06-302026-07-28

LOW Lowe's Companies, Inc.16.5K shares1.98%2026-06-302026-07-28

IBM International Business Machines12.3K shares-2.58%2026-06-302026-07-28

Sponsored

EMR Emerson Electric Co24.0K shares1.53%2026-06-302026-07-28

BRK.B Berkshire Hathaway Inc Cl B6.8K shares0.20%2026-06-302026-07-28

SYK Stryker Corp10.5K shares1.65%2026-06-302026-07-28

T AT&T Inc. Com154.6K shares-2.55%2026-06-302026-07-28

DRI Darden Restaurants Inc.13.9K shares1.25%2026-06-302026-07-28

TMUS T-Mobile US Inc15.9K shares7.57%2026-06-302026-07-28

PEP Pepsico Inc19.1K shares-1.39%2026-06-302026-07-28

ABT Abbott Laboratories28.2K shares2.80%2026-06-302026-07-28

Sponsored

EEMV IShares MSCI Emerging Mkts Min Vol Factor ETF33.1K shares-1.42%2026-06-302026-07-28

VO Vanguard Index Mid-Cap ETF30.8K shares306.92%2026-06-302026-07-28

Waste Management Inc Waste Management Inc11.1K shares4.79%2026-06-302026-07-28

VZ Verizon Communications Inc.58.4K shares-3.74%2026-06-302026-07-28

HD Home Depot, Inc.6.5K shares0.49%2026-06-302026-07-28

DE Deere & Co.3.4K shares-3.41%2026-06-302026-07-28

CI Cigna Group7.7K shares1.50%2026-06-302026-07-28

TD Toronto Dominion Bank16.5K shares-5.44%2026-06-302026-07-28

Sponsored

XLF State Street Financial Select Sector SPDR ETF36.1K shares-4.56%2026-06-302026-07-28

IJR iShares S&P SmallCap 600 Index - ETF12.9K shares2.95%2026-06-302026-07-28

DWM Wisdomtree International Equity Fund ETF24.6K shares-1.82%2026-06-302026-07-28

DIS The Walt Disney Company17.1K shares-10.74%2026-06-302026-07-28

The Travelers Companies Inc. The Travelers Companies Inc.5.0K shares-3.08%2026-06-302026-07-28

XLC State St Comm Svc Select Sector SPDR ETF14.4K shares-1.21%2026-06-302026-07-28

Mastercard, Inc. Mastercard, Inc.3.0K shares0.00%2026-06-302026-07-28

Netflix Inc Netflix Inc21.2K shares13.21%2026-06-302026-07-28

Sponsored

XLY State St Cons Discret Select Sector SPDR ETF12.6K shares-1.11%2026-06-302026-07-28

XLV State St Health Care Select Sector SPDR ETF9.2K shares-8.17%2026-06-302026-07-28

XLI State St Industrial Select Sector SPDR ETF7.7K shares-3.90%2026-06-302026-07-28

BMY Bristol Myers Squibb Co.24.5K shares-5.60%2026-06-302026-07-28

UnitedHealth Group Inc. UnitedHealth Group Inc.3.3K shares-12.84%2026-06-302026-07-28

VNQ Vanguard Real Estate-ETF13.9K shares-5.92%2026-06-302026-07-28

PFFD Global X US Preferred ETF70.3K shares1.07%2026-06-302026-07-28

ED Consolidated Edison Inc.11.8K shares-2.80%2026-06-302026-07-28

Sponsored

IRM Iron Mountain Inc.10.3K shares-0.19%2026-06-302026-07-28

Palantir Technologies Inc - A Palantir Technologies Inc - A10.8K shares64.69%2026-06-302026-07-28

NKE Nike Inc. Class B29.9K shares-3.19%2026-06-302026-07-28

Constellation Brands Inc Cl A Constellation Brands Inc Cl A8.8K shares-4.27%2026-06-302026-07-28

ETR Entergy Corp.10.4K shares-0.43%2026-06-302026-07-28

PFE Pfizer, Inc49.2K shares-1.71%2026-06-302026-07-28

SCCO Southern Copper Corporation6.2K shares0.78%2026-06-302026-07-28

MO Altria Group Inc.14.7K shares-3.03%2026-06-302026-07-28

Sponsored

PM Philip Morris Intl Inc.5.7K shares-3.21%2026-06-302026-07-28

BLK Blackrock Funding, Inc.1.0K shares-0.77%2026-06-302026-07-28

Microchip Technology Inc. Microchip Technology Inc.10.9K shares-1.58%2026-06-302026-07-28

iShares S&P 500 Index - ETF iShares S&P 500 Index - ETF1.3K shares-0.83%2026-06-302026-07-28

Southern Co Southern Co9.7K shares-0.26%2026-06-302026-07-28

UPS United Parcel Service8.5K shares-1.45%2026-06-302026-07-28

EFA iShares MSCI EAFE Index - ETF8.6K shares5.90%2026-06-302026-07-28

HON Honeywell International Inc.(OLD)3.9K shares-1.14%2026-06-302026-07-28

Sponsored

LMT Lockheed Martin Corporation1.7K shares-1.60%2026-06-302026-07-28

GLD SPDR Gold Trust - ETF2.4K shares0.00%2026-06-302026-07-28

MET MetLife Inc. Com10.2K shares-1.26%2026-06-302026-07-28

ADP Automatic Data Processing3.7K shares0.00%2026-06-302026-07-28

GILD Gilead Sciences, Inc.6.6K shares-0.75%2026-06-302026-07-28

INTC Intel Corp5.9K shares-2.48%2026-06-302026-07-28

ADI Analog Devices Inc.2.1K shares-7.30%2026-06-302026-07-28

TFC Truist Financial Corp16.1K shares-5.82%2026-06-302026-07-28

Sponsored

CEG Constellation Energy Corp3.2K shares48.53%2026-06-302026-07-28

BRK.A Berkshire Hathaway, Inc. Cl A1 shares0.00%2026-06-302026-07-28

PSA Public Storage2.3K shares-0.64%2026-06-302026-07-28

TGT Target Corp.5.7K shares-6.69%2026-06-302026-07-28

CMI Cummins, Inc.1.0K shares-1.93%2026-06-302026-07-28

PFG Principal Financial Group Inc.6.7K shares-9.00%2026-06-302026-07-28

Dominion Energy Inc. Dominion Energy Inc.10.4K shares-3.90%2026-06-302026-07-28

Oracle Corp. Oracle Corp.4.7K shares3.01%2026-06-302026-07-28

Sponsored

GLW Corning Inc.2.6K shares-3.67%2026-06-302026-07-28

XLP State St Cons Staples Select Sector SPDR ETF8.0K shares-5.33%2026-06-302026-07-28

NUE Nucor Corporation2.9K shares-2.02%2026-06-302026-07-28

EXC Exelon Corp.13.3K shares-0.82%2026-06-302026-07-28

NGG National Grid Plc-SP ADR7.4K shares-14.98%2026-06-302026-07-28

STT State Street Corp.3.3K shares-2.19%2026-06-302026-07-28

INDB Independent Bank Corp Mass6.1K shares-27.15%2026-06-302026-07-28

PSX Phillips 663.0K shares0.00%2026-06-302026-07-28

Sponsored

GEHC GE Healthcare Technologies Inc7.8K shares-13.99%2026-06-302026-07-28

PFXF MFC Vaneck ETF TR28.0K shares0.81%2026-06-302026-07-28

SBUX Starbucks Corporation4.8K shares-1.44%2026-06-302026-07-28

DON WisdomTree U.S. Midcap Dividend Fund-ETF8.7K shares0.00%2026-06-302026-07-28

Vanguard Russell 2000 ETF Vanguard Russell 2000 ETF3.8K shares1.13%2026-06-302026-07-28

WSM Williams-Sonoma, Inc.1.9K shares-0.79%2026-06-302026-07-28

XLE State Street Energy Select Sector SPDR ETF8.1K shares13.13%2026-06-302026-07-28

COP ConocoPhillips4.1K shares0.00%2026-06-302026-07-28

Sponsored

APD Air Products & Chemicals1.5K shares-6.45%2026-06-302026-07-28

Costco Wholesale Corporation Costco Wholesale Corporation457 shares-0.87%2026-06-302026-07-28

State Street Utilities Select Sector SPDR ETF State Street Utilities Select Sector SPDR ETF9.2K shares4.41%2026-06-302026-07-28

PRU Prudential Financial Inc.3.9K shares2.39%2026-06-302026-07-28

CVS CVS Health Corp4.0K shares-6.25%2026-06-302026-07-28

3M Company 3M Company2.4K shares0.00%2026-06-302026-07-28

Ameriprise Financial, Inc. Ameriprise Financial, Inc.836 shares0.00%2026-06-302026-07-28

GSK PLC SPON ADR GSK PLC SPON ADR6.9K shares0.00%2026-06-302026-07-28

Sponsored

KMB Kimberly-Clark Corp3.3K shares-4.95%2026-06-302026-07-28

GSLC Goldman Sachs Active Beta ETF2.5K shares-4.03%2026-06-302026-07-28

IWF IShares Tr Russell 1000 Growth Index Fund ETF2.8K shares300.00%2026-06-302026-07-28

SPYG State Street SPDR Portfolio S&P500 Growth ETF2.9K shares0.00%2026-06-302026-07-28

DHR Danaher Corp. Com1.8K shares-2.43%2026-06-302026-07-28

C Citigroup Inc2.4K shares0.00%2026-06-302026-07-28

Medtronic Hldg Ltd Medtronic Hldg Ltd4.3K shares-4.12%2026-06-302026-07-28

FDX Fedex Corp.1.1K shares-10.34%2026-06-302026-07-28

Sponsored

PPL Corporation PPL Corporation9.1K shares-25.94%2026-06-302026-07-28

DES WisdomTree U.S. Small Cap Dividend Fund ETF8.0K shares0.00%2026-06-302026-07-28

USB US Bancorp Del Com5.2K shares0.00%2026-06-302026-07-28

SYY Sysco Corp3.7K shares-1.28%2026-06-302026-07-28

COF Capital One Financial Corp.1.5K shares-0.32%2026-06-302026-07-28

REGN Regeneron Pharmaceuticals491 shares-4.29%2026-06-302026-07-28

Dupont De Nemours Inc Dupont De Nemours Inc2.3K sharesnew addition2026-06-302026-07-28

BK Bank New York Mellon Corp. Com2.1K shares-0.71%2026-06-302026-07-28

Sponsored

XLRE State St Real Estate Select Sector SPDR ETF6.9K shares-1.27%2026-06-302026-07-28

AMT American Tower Corporation REIT1.9K shares-3.88%2026-06-302026-07-28

AEP American Electric Power2.2K shares0.00%2026-06-302026-07-28

XLB State Street Materials Select Sector SPDR ETF5.6K shares-2.41%2026-06-302026-07-28

AFL AFLAC, Inc.2.4K shares-5.67%2026-06-302026-07-28

NVS Novartis AG Sponsored ADR1.8K shares-2.22%2026-06-302026-07-28

VRT Vertiv Holdings CO-A815 shares0.00%2026-06-302026-07-28

DCI Donaldson Inc3.0K shares0.00%2026-06-302026-07-28

Sponsored

IGSB IShares Tr Short-Term Corp Bd-ETF5.1K shares0.00%2026-06-302026-07-28

TROW T Rowe Price Group Inc2.2K shares0.00%2026-06-302026-07-28

INTU Intuit Inc961 shares0.00%2026-06-302026-07-28

ES Eversource Energy3.5K shares0.00%2026-06-302026-07-28

DVY iShares Dow Jones Select Dividend Index - ETF1.6K shares0.00%2026-06-302026-07-28

IEF iShares Barclays 7-10 Treasury Bond Fund ETF2.5K shares0.00%2026-06-302026-07-28

BBT Beacon Financial Corporation7.6K shares0.00%2026-06-302026-07-28

CIBR First Trust NASDAQ Cybersecurity-ETF2.5K sharesnew addition2026-06-302026-07-28

Sponsored

SCI Service Corp. Intl.2.9K shares0.00%2026-06-302026-07-28

Adobe Systems Inc. Adobe Systems Inc.1.1K shares-26.88%2026-06-302026-07-28

Corteva Inc Corteva Inc2.5K shares-0.12%2026-06-302026-07-28

EW Edwards Lifesciences Corp2.3K sharesnew addition2026-06-302026-07-28

ECL Ecolab Inc Com719 sharesnew addition2026-06-302026-07-28

CMCSA ComCast Corporation Cl A8.2K shares-22.84%2026-06-302026-07-28

Aptera Motors Corp Aptera Motors Corp16.0K sharesnew addition2026-06-302026-07-28

AAPL

Apple, Inc.

-0.05%

Shares107.7K

Event2026-06-30

Filed2026-07-28

NVDA

Nvidia Corporation

0.01%

Shares129.5K

Event2026-06-30

Filed2026-07-28

MSFT

Microsoft Corp

1.57%

Shares55.9K

Event2026-06-30

Filed2026-07-28

GOOGL

Alphabet Inc. Cl A

-1.48%

Shares53.6K

Event2026-06-30

Filed2026-07-28

Applied Materials Inc.

-5.32%

Shares26.1K

Event2026-06-30

Filed2026-07-28

AMZN

Amazon.Com, Inc.

0.78%

Shares66.1K

Event2026-06-30

Filed2026-07-28

JPMorgan Chase & Company

-2.05%

Shares42.9K

Event2026-06-30

Filed2026-07-28

DELL

Dell Technologies Inc

-2.84%

Shares31.7K

Event2026-06-30

Filed2026-07-28

CAT

Caterpillar Inc.

-1.61%

Shares10.5K

Event2026-06-30

Filed2026-07-28

LLY

Lilly, Eli & Co

3.63%

Shares9.2K

Event2026-06-30

Filed2026-07-28

WMT

Wal-Mart Stores Inc

-0.22%

Shares72.9K

Event2026-06-30

Filed2026-07-28

MRK

Merck & Co. Inc.

-2.65%

Shares63.3K

Event2026-06-30

Filed2026-07-28

Broadcom Inc

4.49%

Shares21.0K

Event2026-06-30

Filed2026-07-28

JNJ

Johnson & Johnson

-1.15%

Shares30.8K

Event2026-06-30

Filed2026-07-28

PANW

Palo Alto Networks Inc.

0.57%

Shares22.7K

Event2026-06-30

Filed2026-07-28

Exxon Mobil Corporation (OLD)

0.60%

Shares53.5K

Event2026-06-30

Filed2026-07-28

Ishares Core U.S. Aggregate-ETF

-0.66%

Shares71.6K

Event2026-06-30

Filed2026-07-28

Visa, Inc.

0.02%

Shares19.5K

Event2026-06-30

Filed2026-07-28

XLK

State Street Tech Select Sector SPDR ETF

-2.20%

Shares34.8K

Event2026-06-30

Filed2026-07-28

RTX Corporation

0.30%

Shares34.2K

Event2026-06-30

Filed2026-07-28

IQLT

Ishares MSCI International Quality-ETF

-0.46%

Shares126.4K

Event2026-06-30

Filed2026-07-28

Meta Platforms Inc

6.01%

Shares9.2K

Event2026-06-30

Filed2026-07-28

Chubb Ltd

-0.98%

Shares15.1K

Event2026-06-30

Filed2026-07-28

ETN

Eaton Corp PLC

0.82%

Shares12.0K

Event2026-06-30

Filed2026-07-28

BAC

Bank Of America Corporation

0.78%

Shares88.2K

Event2026-06-30

Filed2026-07-28

PGX

Invesco II Pfd-ETF

3.78%

Shares457.1K

Event2026-06-30

Filed2026-07-28

GE Aerospace

-5.05%

Shares13.1K

Event2026-06-30

Filed2026-07-28

CVX

Chevron Corp com

-0.57%

Shares29.2K

Event2026-06-30

Filed2026-07-28

GOOG

Alphabet Inc Cl C

-2.33%

Shares13.4K

Event2026-06-30

Filed2026-07-28

Procter & Gamble Co

-1.32%

Shares32.1K

Event2026-06-30

Filed2026-07-28

MCD

McDonald's Corp.

-0.59%

Shares17.2K

Event2026-06-30

Filed2026-07-28

AbbVie Inc

-2.55%

Shares18.4K

Event2026-06-30

Filed2026-07-28

QCOM

Qualcomm Inc

-26.29%

Shares24.7K

Event2026-06-30

Filed2026-07-28

IShares Core MSCI EAFE - ETF

12.14%

Shares46.8K

Event2026-06-30

Filed2026-07-28

NextEra Energy Inc.

-0.58%

Shares50.9K

Event2026-06-30

Filed2026-07-28

DUK

Duke Energy Corp

-1.20%

Shares34.2K

Event2026-06-30

Filed2026-07-28

AXP

American Express Co

2.23%

Shares12.7K

Event2026-06-30

Filed2026-07-28

AMGN

Amgen Inc.

-0.26%

Shares11.7K

Event2026-06-30

Filed2026-07-28

CRM

Salesforce Inc

3.64%

Shares26.9K

Event2026-06-30

Filed2026-07-28

GEV

GE Vernova Inc

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-28

TJX

TJX Companies Inc.

-1.27%

Shares27.0K

Event2026-06-30

Filed2026-07-28

Coca Cola

-0.32%

Shares49.8K

Event2026-06-30

Filed2026-07-28

LIN

Linde Plc

0.86%

Shares7.5K

Event2026-06-30

Filed2026-07-28

Goldman Sachs Group Inc.

-2.93%

Shares3.8K

Event2026-06-30

Filed2026-07-28

UNP

Union Pacific Corp

-0.60%

Shares14.2K

Event2026-06-30

Filed2026-07-28

Cisco Systems, Inc.

-4.95%

Shares32.1K

Event2026-06-30

Filed2026-07-28

LOW

Lowe's Companies, Inc.

1.98%

Shares16.5K

Event2026-06-30

Filed2026-07-28

IBM

International Business Machines

-2.58%

Shares12.3K

Event2026-06-30

Filed2026-07-28

EMR

Emerson Electric Co

1.53%

Shares24.0K

Event2026-06-30

Filed2026-07-28

BRK.B

Berkshire Hathaway Inc Cl B

0.20%

Shares6.8K

Event2026-06-30

Filed2026-07-28

SYK

Stryker Corp

1.65%

Shares10.5K

Event2026-06-30

Filed2026-07-28

AT&T Inc. Com

-2.55%

Shares154.6K

Event2026-06-30

Filed2026-07-28

DRI

Darden Restaurants Inc.

1.25%

Shares13.9K

Event2026-06-30

Filed2026-07-28

TMUS

T-Mobile US Inc

7.57%

Shares15.9K

Event2026-06-30

Filed2026-07-28

PEP

Pepsico Inc

-1.39%

Shares19.1K

Event2026-06-30

Filed2026-07-28

ABT

Abbott Laboratories

2.80%

Shares28.2K

Event2026-06-30

Filed2026-07-28

EEMV

IShares MSCI Emerging Mkts Min Vol Factor ETF

-1.42%

Shares33.1K

Event2026-06-30

Filed2026-07-28

Vanguard Index Mid-Cap ETF

306.92%

Shares30.8K

Event2026-06-30

Filed2026-07-28

Waste Management Inc

4.79%

Shares11.1K

Event2026-06-30

Filed2026-07-28

Verizon Communications Inc.

-3.74%

Shares58.4K

Event2026-06-30

Filed2026-07-28

Home Depot, Inc.

0.49%

Shares6.5K

Event2026-06-30

Filed2026-07-28

Deere & Co.

-3.41%

Shares3.4K

Event2026-06-30

Filed2026-07-28

Cigna Group

1.50%

Shares7.7K

Event2026-06-30

Filed2026-07-28

Toronto Dominion Bank

-5.44%

Shares16.5K

Event2026-06-30

Filed2026-07-28

XLF

State Street Financial Select Sector SPDR ETF

-4.56%

Shares36.1K

Event2026-06-30

Filed2026-07-28

IJR

iShares S&P SmallCap 600 Index - ETF

2.95%

Shares12.9K

Event2026-06-30

Filed2026-07-28

DWM

Wisdomtree International Equity Fund ETF

-1.82%

Shares24.6K

Event2026-06-30

Filed2026-07-28

DIS

The Walt Disney Company

-10.74%

Shares17.1K

Event2026-06-30

Filed2026-07-28

The Travelers Companies Inc.

-3.08%

Shares5.0K

Event2026-06-30

Filed2026-07-28

XLC

State St Comm Svc Select Sector SPDR ETF

-1.21%

Shares14.4K

Event2026-06-30

Filed2026-07-28

Mastercard, Inc.

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-28

Netflix Inc

13.21%

Shares21.2K

Event2026-06-30

Filed2026-07-28

XLY

State St Cons Discret Select Sector SPDR ETF

-1.11%

Shares12.6K

Event2026-06-30

Filed2026-07-28

XLV

State St Health Care Select Sector SPDR ETF

-8.17%

Shares9.2K

Event2026-06-30

Filed2026-07-28

XLI

State St Industrial Select Sector SPDR ETF

-3.90%

Shares7.7K

Event2026-06-30

Filed2026-07-28

BMY

Bristol Myers Squibb Co.

-5.60%

Shares24.5K

Event2026-06-30

Filed2026-07-28

UnitedHealth Group Inc.

-12.84%

Shares3.3K

Event2026-06-30

Filed2026-07-28

VNQ

Vanguard Real Estate-ETF

-5.92%

Shares13.9K

Event2026-06-30

Filed2026-07-28

PFFD

Global X US Preferred ETF

1.07%

Shares70.3K

Event2026-06-30

Filed2026-07-28

Consolidated Edison Inc.

-2.80%

Shares11.8K

Event2026-06-30

Filed2026-07-28

IRM

Iron Mountain Inc.

-0.19%

Shares10.3K

Event2026-06-30

Filed2026-07-28

Palantir Technologies Inc - A

64.69%

Shares10.8K

Event2026-06-30

Filed2026-07-28

NKE

Nike Inc. Class B

-3.19%

Shares29.9K

Event2026-06-30

Filed2026-07-28

Constellation Brands Inc Cl A

-4.27%

Shares8.8K

Event2026-06-30

Filed2026-07-28

ETR

Entergy Corp.

-0.43%

Shares10.4K

Event2026-06-30

Filed2026-07-28

PFE

Pfizer, Inc

-1.71%

Shares49.2K

Event2026-06-30

Filed2026-07-28

SCCO

Southern Copper Corporation

0.78%

Shares6.2K

Event2026-06-30

Filed2026-07-28

Altria Group Inc.

-3.03%

Shares14.7K

Event2026-06-30

Filed2026-07-28

Philip Morris Intl Inc.

-3.21%

Shares5.7K

Event2026-06-30

Filed2026-07-28

BLK

Blackrock Funding, Inc.

-0.77%

Shares1.0K

Event2026-06-30

Filed2026-07-28

Microchip Technology Inc.

-1.58%

Shares10.9K

Event2026-06-30

Filed2026-07-28

iShares S&P 500 Index - ETF

-0.83%

Shares1.3K

Event2026-06-30

Filed2026-07-28

Southern Co

-0.26%

Shares9.7K

Event2026-06-30

Filed2026-07-28

UPS

United Parcel Service

-1.45%

Shares8.5K

Event2026-06-30

Filed2026-07-28

EFA

iShares MSCI EAFE Index - ETF

5.90%

Shares8.6K

Event2026-06-30

Filed2026-07-28

HON

Honeywell International Inc.(OLD)

-1.14%

Shares3.9K

Event2026-06-30

Filed2026-07-28

LMT

Lockheed Martin Corporation

-1.60%

Shares1.7K

Event2026-06-30

Filed2026-07-28

GLD

SPDR Gold Trust - ETF

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-28

MET

MetLife Inc. Com

-1.26%

Shares10.2K

Event2026-06-30

Filed2026-07-28

ADP

Automatic Data Processing

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-28

GILD

Gilead Sciences, Inc.

-0.75%

Shares6.6K

Event2026-06-30

Filed2026-07-28

INTC

Intel Corp

-2.48%

Shares5.9K

Event2026-06-30

Filed2026-07-28

ADI

Analog Devices Inc.

-7.30%

Shares2.1K

Event2026-06-30

Filed2026-07-28

TFC

Truist Financial Corp

-5.82%

Shares16.1K

Event2026-06-30

Filed2026-07-28

CEG

Constellation Energy Corp

48.53%

Shares3.2K

Event2026-06-30

Filed2026-07-28

BRK.A

Berkshire Hathaway, Inc. Cl A

0.00%

Shares1

Event2026-06-30

Filed2026-07-28

PSA

Public Storage

-0.64%

Shares2.3K

Event2026-06-30

Filed2026-07-28

TGT

Target Corp.

-6.69%

Shares5.7K

Event2026-06-30

Filed2026-07-28

CMI

Cummins, Inc.

-1.93%

Shares1.0K

Event2026-06-30

Filed2026-07-28

PFG

Principal Financial Group Inc.

-9.00%

Shares6.7K

Event2026-06-30

Filed2026-07-28

Dominion Energy Inc.

-3.90%

Shares10.4K

Event2026-06-30

Filed2026-07-28

Oracle Corp.

3.01%

Shares4.7K

Event2026-06-30

Filed2026-07-28

GLW

Corning Inc.

-3.67%

Shares2.6K

Event2026-06-30

Filed2026-07-28

XLP

State St Cons Staples Select Sector SPDR ETF

-5.33%

Shares8.0K

Event2026-06-30

Filed2026-07-28

NUE

Nucor Corporation

-2.02%

Shares2.9K

Event2026-06-30

Filed2026-07-28

EXC

Exelon Corp.

-0.82%

Shares13.3K

Event2026-06-30

Filed2026-07-28

NGG

National Grid Plc-SP ADR

-14.98%

Shares7.4K

Event2026-06-30

Filed2026-07-28

STT

State Street Corp.

-2.19%

Shares3.3K

Event2026-06-30

Filed2026-07-28

INDB

Independent Bank Corp Mass

-27.15%

Shares6.1K

Event2026-06-30

Filed2026-07-28

PSX

Phillips 66

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-28

GEHC

GE Healthcare Technologies Inc

-13.99%

Shares7.8K

Event2026-06-30

Filed2026-07-28

PFXF

MFC Vaneck ETF TR

0.81%

Shares28.0K

Event2026-06-30

Filed2026-07-28

SBUX

Starbucks Corporation

-1.44%

Shares4.8K

Event2026-06-30

Filed2026-07-28

DON

WisdomTree U.S. Midcap Dividend Fund-ETF

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-28

Vanguard Russell 2000 ETF

1.13%

Shares3.8K

Event2026-06-30

Filed2026-07-28

WSM

Williams-Sonoma, Inc.

-0.79%

Shares1.9K

Event2026-06-30

Filed2026-07-28

XLE

State Street Energy Select Sector SPDR ETF

13.13%

Shares8.1K

Event2026-06-30

Filed2026-07-28

COP

ConocoPhillips

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-28

APD

Air Products & Chemicals

-6.45%

Shares1.5K

Event2026-06-30

Filed2026-07-28

Costco Wholesale Corporation

-0.87%

Shares457

Event2026-06-30

Filed2026-07-28

State Street Utilities Select Sector SPDR ETF

4.41%

Shares9.2K

Event2026-06-30

Filed2026-07-28

PRU

Prudential Financial Inc.

2.39%

Shares3.9K

Event2026-06-30

Filed2026-07-28

CVS

CVS Health Corp

-6.25%

Shares4.0K

Event2026-06-30

Filed2026-07-28

3M Company

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-28

Ameriprise Financial, Inc.

0.00%

Shares836

Event2026-06-30

Filed2026-07-28

GSK PLC SPON ADR

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-28

KMB

Kimberly-Clark Corp

-4.95%

Shares3.3K

Event2026-06-30

Filed2026-07-28

GSLC

Goldman Sachs Active Beta ETF

-4.03%

Shares2.5K

Event2026-06-30

Filed2026-07-28

IWF

IShares Tr Russell 1000 Growth Index Fund ETF

300.00%

Shares2.8K

Event2026-06-30

Filed2026-07-28

SPYG

State Street SPDR Portfolio S&P500 Growth ETF

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-28

DHR

Danaher Corp. Com

-2.43%

Shares1.8K

Event2026-06-30

Filed2026-07-28

Citigroup Inc

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-28

Medtronic Hldg Ltd

-4.12%

Shares4.3K

Event2026-06-30

Filed2026-07-28

FDX

Fedex Corp.

-10.34%

Shares1.1K

Event2026-06-30

Filed2026-07-28

PPL Corporation

-25.94%

Shares9.1K

Event2026-06-30

Filed2026-07-28

DES

WisdomTree U.S. Small Cap Dividend Fund ETF

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-28

USB

US Bancorp Del Com

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-28

SYY

Sysco Corp

-1.28%

Shares3.7K

Event2026-06-30

Filed2026-07-28

COF

Capital One Financial Corp.

-0.32%

Shares1.5K

Event2026-06-30

Filed2026-07-28

REGN

Regeneron Pharmaceuticals

-4.29%

Shares491

Event2026-06-30

Filed2026-07-28

Dupont De Nemours Inc

New

Shares2.3K

Event2026-06-30

Filed2026-07-28

Bank New York Mellon Corp. Com

-0.71%

Shares2.1K

Event2026-06-30

Filed2026-07-28

XLRE

State St Real Estate Select Sector SPDR ETF

-1.27%

Shares6.9K

Event2026-06-30

Filed2026-07-28

AMT

American Tower Corporation REIT

-3.88%

Shares1.9K

Event2026-06-30

Filed2026-07-28

AEP

American Electric Power

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-28

XLB

State Street Materials Select Sector SPDR ETF

-2.41%

Shares5.6K

Event2026-06-30

Filed2026-07-28

AFL

AFLAC, Inc.

-5.67%

Shares2.4K

Event2026-06-30

Filed2026-07-28

NVS

Novartis AG Sponsored ADR

-2.22%

Shares1.8K

Event2026-06-30

Filed2026-07-28

VRT

Vertiv Holdings CO-A

0.00%

Shares815

Event2026-06-30

Filed2026-07-28

DCI

Donaldson Inc

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-28

IGSB

IShares Tr Short-Term Corp Bd-ETF

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-28

TROW

T Rowe Price Group Inc

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-28

INTU

Intuit Inc

0.00%

Shares961

Event2026-06-30

Filed2026-07-28

Eversource Energy

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-28

DVY

iShares Dow Jones Select Dividend Index - ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-28

IEF

iShares Barclays 7-10 Treasury Bond Fund ETF

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-28

BBT

Beacon Financial Corporation

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-28

CIBR

First Trust NASDAQ Cybersecurity-ETF

New

Shares2.5K

Event2026-06-30

Filed2026-07-28

SCI

Service Corp. Intl.

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-28

Adobe Systems Inc.

-26.88%

Shares1.1K

Event2026-06-30

Filed2026-07-28

Corteva Inc

-0.12%

Shares2.5K

Event2026-06-30

Filed2026-07-28

Edwards Lifesciences Corp

New

Shares2.3K

Event2026-06-30

Filed2026-07-28

ECL

Ecolab Inc Com

New

Shares719

Event2026-06-30

Filed2026-07-28

CMCSA

ComCast Corporation Cl A

-22.84%

Shares8.2K

Event2026-06-30

Filed2026-07-28

Aptera Motors Corp

New

Shares16.0K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available