Sponsored

The Analysis of 1834 INVESTMENT ADVISORS CO's Holdings & P&L

Currently, 1834 INVESTMENT ADVISORS CO holds 206 types of securities in its portfolio with a total value $801.3M. In the most recent quarter, they have increased their positions in SPYG (+38.7K shares, valued at $3.8M), EIX (+51.7K shares, valued at $3.8M), VMBS (+45.7K shares, valued at $2.1M); decreased their positions in D (-57.6K shares, valued at $3.6M), N/A (-42.5K shares, valued at $3.5M), BIL (-35.1K shares, valued at $3.2M); initiated new positions in HYMB (+21.9K shares, valued at $543.7K), NVO (+14.6K shares, valued at $536.7K), SUB (+3.6K shares, valued at $386.7K).

1M P&L

+20.1M+2.67%

3M P&L

+16.9M+2.23%

HY P&L

+53.8M+7.49%

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/A368.6M

51.5%

2Drug Manufacturers - General32.0M

4.5%

3Consumer Electronics22.8M

3.2%

Top Industries by Stock Count

1N/A64 stocks

33.5%

2Semiconductors7 stocks

3.7%

3Drug Manufacturers - General6 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VGSH VANGUARD SCOTTSDALE FDS690.2K shares1.13%2026-03-312026-05-14

IVW ISHARES TR325.8K shares-6.90%2026-03-312026-05-14

VCSH VANGUARD SCOTTSDALE FDS432.0K shares5.95%2026-03-312026-05-14

IVE ISHARES TR135.2K shares-2.33%2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS295.3K shares1.38%2026-03-312026-05-14

VGIT VANGUARD SCOTTSDALE FDS383.0K shares9.39%2026-03-312026-05-14

AAPL APPLE INC89.8K shares-3.21%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS37.1K shares2.43%2026-03-312026-05-14

Sponsored

MSFT MICROSOFT CORP47.9K shares-1.86%2026-03-312026-05-14

SPYV SPDR SERIES TRUST303.4K shares0.76%2026-03-312026-05-14

APA CORPORATION APA CORPORATION387.1K shares11.61%2026-03-312026-05-14

SPYG SPDR SERIES TRUST162.3K shares31.29%2026-03-312026-05-14

IJK ISHARES TR151.6K shares-1.33%2026-03-312026-05-14

VMBS VANGUARD SCOTTSDALE FDS321.8K shares16.56%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS233.8K shares-0.68%2026-03-312026-05-14

IJJ ISHARES TR95.0K shares-4.54%2026-03-312026-05-14

Sponsored

GLD SPDR GOLD TR28.2K shares2.24%2026-03-312026-05-14

ALPHABET INC ALPHABET INC41.6K shares-2.91%2026-03-312026-05-14

CTRA COTERRA ENERGY INC339.5K shares3.16%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC85.3K shares2.46%2026-03-312026-05-14

BROADCOM INC BROADCOM INC32.9K shares-1.48%2026-03-312026-05-14

T AT&T INC349.2K shares-15.68%2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO163.6K shares1.91%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC195.2K shares-0.96%2026-03-312026-05-14

Sponsored

CVX CHEVRON CORPORATION46.2K shares19.56%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON38.9K shares-1.57%2026-03-312026-05-14

MO ALTRIA GROUP INC135.5K shares-0.50%2026-03-312026-05-14

TFC TRUIST FINL CORP187.0K shares1.63%2026-03-312026-05-14

PFE PFIZER INC287.7K shares3.38%2026-03-312026-05-14

CVS CVS HEALTH CORP106.0K shares-10.20%2026-03-312026-05-14

DG DOLLAR GEN CORP61.2K shares-3.63%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO23.6K shares-0.49%2026-03-312026-05-14

Sponsored

EIX EDISON INTL92.0K shares128.32%2026-03-312026-05-14

CNH CNH INDL N V609.2K shares4.09%2026-03-312026-05-14

KMI KINDER MORGAN INC DEL198.7K shares-21.16%2026-03-312026-05-14

WEC ENERGY GROUP INC WEC ENERGY GROUP INC56.4K shares0.29%2026-03-312026-05-14

HSY HERSHEY CO31.3K shares4.42%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F113.1K shares3.92%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP10.1K shares-4.53%2026-03-312026-05-14

AMZN AMAZON COM INC28.3K shares-0.64%2026-03-312026-05-14

Sponsored

F FORD MTR CO481.1K shares0.65%2026-03-312026-05-14

TGT TARGET CORP44.8K shares3.29%2026-03-312026-05-14

IVV ISHARES TR8.3K shares-4.11%2026-03-312026-05-14

ES EVERSOURCE ENERGY73.9K shares13.11%2026-03-312026-05-14

NVDA NVIDIA CORPORATION29.1K shares0.08%2026-03-312026-05-14

TXN TEXAS INSTRS INC26.1K shares1.27%2026-03-312026-05-14

FNF FIDELITY NATL FINL INC107.0K shares0.18%2026-03-312026-05-14

UBSI UNITED BANKSHARES INC WEST V111.9K shares16.14%2026-03-312026-05-14

Sponsored

USB US BANCORP88.5K shares19.15%2026-03-312026-05-14

SDY SPDR SERIES TRUST31.1K shares-2.71%2026-03-312026-05-14

PSA PUBLIC STORAGE OPER CO16.4K shares7.86%2026-03-312026-05-14

QCOM QUALCOMM INC33.8K shares1.99%2026-03-312026-05-14

CAG CONAGRA BRANDS INC270.2K shares34.65%2026-03-312026-05-14

WU WESTERN UN CO471.1K shares-3.01%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC34.1K shares-20.50%2026-03-312026-05-14

IJS ISHARES TR30.6K shares-2.04%2026-03-312026-05-14

Sponsored

IJT ISHARES TR24.4K shares-3.37%2026-03-312026-05-14

TSN TYSON FOODS INC54.9K shares8.97%2026-03-312026-05-14

TROW PRICE T ROWE GROUP INC37.7K shares0.59%2026-03-312026-05-14

PCAR PACCAR INC29.4K shares75.68%2026-03-312026-05-14

EFA ISHARES TR34.4K shares-2.76%2026-03-312026-05-14

O REALTY INCOME CORP54.0K shares35.92%2026-03-312026-05-14

VTEB VANGUARD MUN BD FDS65.0K shares96.69%2026-03-312026-05-14

PG PROCTER & GAMBLE CO22.2K shares0.00%2026-03-312026-05-14

Sponsored

VIRT VIRTU FINL INC69.8K shares-41.47%2026-03-312026-05-14

DOC HEALTHPEAK PROPERTIES INC184.0K shares95.98%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T4.6K shares-2.26%2026-03-312026-05-14

LLY ELI LILLY & CO3.2K shares-0.63%2026-03-312026-05-14

SCHA SCHWAB STRATEGIC TR97.9K shares0.40%2026-03-312026-05-14

BIL SPDR SERIES TRUST30.7K shares-53.29%2026-03-312026-05-14

IWO ISHARES TR8.3K shares-0.55%2026-03-312026-05-14

WTM WHITE MTNS INS GROUP LTD1.2K shares0.00%2026-03-312026-05-14

Sponsored

XLK SELECT SECTOR SPDR TR18.9K shares-17.65%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC15.1K shares-6.22%2026-03-312026-05-14

ALLY ALLY FINL INC63.1K shares-37.68%2026-03-312026-05-14

CSCO CISCO SYS INC31.0K shares-27.94%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC8.0K shares-6.36%2026-03-312026-05-14

SHYG ISHARES TR50.2K shares4.01%2026-03-312026-05-14

MDY STATE STR SPDR S&P MIDCAP 403.4K shares-0.15%2026-03-312026-05-14

XOM EXXON MOBIL CORP12.3K shares-4.43%2026-03-312026-05-14

Sponsored

KLAC KLA CORP1.4K shares-3.51%2026-03-312026-05-14

IWM ISHARES TR8.3K shares0.00%2026-03-312026-05-14

BBY BEST BUY INC32.2K shares4.22%2026-03-312026-05-14

META META PLATFORMS INC3.3K shares-2.28%2026-03-312026-05-14

OEF ISHARES TR5.8K shares40.60%2026-03-312026-05-14

IJH ISHARES TR27.2K shares0.00%2026-03-312026-05-14

IWF ISHARES TR4.0K shares-3.67%2026-03-312026-05-14

KR KROGER CO22.8K shares-46.74%2026-03-312026-05-14

Sponsored

VOT VANGUARD INDEX FDS6.4K shares8.65%2026-03-312026-05-14

LAMR LAMAR ADVERTISING CO12.8K shares120.28%2026-03-312026-05-14

D DOMINION ENERGY INC25.5K shares-69.32%2026-03-312026-05-14

V VISA INC5.2K shares-1.91%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS16.7K shares0.00%2026-03-312026-05-14

VOE VANGUARD INDEX FDS7.8K shares1.07%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR9.6K shares8.68%2026-03-312026-05-14

BK BANK NEW YORK MELLON CORP11.8K shares0.00%2026-03-312026-05-14

Sponsored

WFC WELLS FARGO & CO17.3K shares-2.06%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION1.4K shares0.97%2026-03-312026-05-14

VBR VANGUARD INDEX FDS6.2K shares-1.35%2026-03-312026-05-14

ASML ASML HLDG NV1.0K shares-4.82%2026-03-312026-05-14

HD HOME DEPOT INC4.0K shares-1.48%2026-03-312026-05-14

GIS GENERAL MILLS INC35.0K shares249.70%2026-03-312026-05-14

VBK VANGUARD INDEX FDS4.2K shares1.15%2026-03-312026-05-14

EL LAUDER ESTEE COS INC16.6K shares-17.95%2026-03-312026-05-14

Sponsored

WSM WILLIAMS SONOMA INC6.5K shares-9.21%2026-03-312026-05-14

VTR VENTAS INC14.5K shares-1.10%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC3.4K shares-5.75%2026-03-312026-05-14

LYB LYONDELLBASELL INDUSTRIES NV13.6K shares-65.52%2026-03-312026-05-14

ABBV ABBVIE INC4.8K shares-2.62%2026-03-312026-05-14

IVOO VANGUARD ADMIRAL FDS INC9.1K shares-4.96%2026-03-312026-05-14

SO SOUTHERN CO10.5K shares-6.53%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC4.9K shares0.00%2026-03-312026-05-14

Sponsored

IJR ISHARES TR7.9K shares-0.63%2026-03-312026-05-14

FLIN FRANKLIN TEMPLETON ETF TR29.4K shares5.84%2026-03-312026-05-14

SHW SHERWIN WILLIAMS CO3.0K shares0.00%2026-03-312026-05-14

ORCL ORACLE CORP6.5K shares0.00%2026-03-312026-05-14

FTNT FORTINET INC11.6K shares-9.51%2026-03-312026-05-14

HII HUNTINGTON INGALLS INDS INC2.5K shares-0.28%2026-03-312026-05-14

PSTG EVERPURE INC15.9K shares0.00%2026-03-312026-05-14

AEP AMERICAN ELEC PWR CO INC7.0K shares-11.70%2026-03-312026-05-14

Sponsored

SYY SYSCO CORP12.6K shares0.00%2026-03-312026-05-14

IWD ISHARES TR4.2K shares-1.77%2026-03-312026-05-14

USRT ISHARES TR14.9K shares0.00%2026-03-312026-05-14

PEP PEPSICO INC5.6K shares-1.47%2026-03-312026-05-14

CBOE CBOE GLOBAL MKTS INC3.1K shares0.00%2026-03-312026-05-14

UNP UNION PAC CORP3.5K shares0.03%2026-03-312026-05-14

WMT WALMART INC6.7K shares1.91%2026-03-312026-05-14

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC8.4K shares25.87%2026-03-312026-05-14

Sponsored

MDLZ MONDELEZ INTL INC14.4K shares0.00%2026-03-312026-05-14

CFG CITIZENS FINL GROUP INC13.2K shares12.05%2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC1.6K shares-1.43%2026-03-312026-05-14

ALB ALBEMARLE CORP4.2K shares-27.32%2026-03-312026-05-14

STLD STEEL DYNAMICS INC4.1K shares0.00%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-14

SYK STRYKER CORPORATION2.2K shares0.00%2026-03-312026-05-14

ITOT ISHARES TR5.0K shares0.00%2026-03-312026-05-14

Sponsored

VTWO VANGUARD SCOTTSDALE FDS6.9K shares0.00%2026-03-312026-05-14

MMM 3M CO4.7K shares0.00%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC1.5K shares0.00%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC4.2K shares-3.38%2026-03-312026-05-14

ALPHABET INC ALPHABET INC2.2K shares0.00%2026-03-312026-05-14

IWV ISHARES TR1.7K shares0.99%2026-03-312026-05-14

CAT CATERPILLAR INC893 shares-0.78%2026-03-312026-05-14

ABT ABBOTT LABORATORIES6.2K shares0.00%2026-03-312026-05-14

Sponsored

SLB SLB LIMITED12.1K shares-1.35%2026-03-312026-05-14

MLI MUELLER INDS INC5.4K shares143.27%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC604 shares-2.27%2026-03-312026-05-14

EFX EQUIFAX INC3.2K shares-14.33%2026-03-312026-05-14

COP CONOCOPHILLIPS4.2K shares-0.71%2026-03-312026-05-14

CCL CARNIVAL CORP21.4K shares-15.33%2026-03-312026-05-14

FPE FIRST TR EXCH TRADED FD III31.1K shares0.00%2026-03-312026-05-14

CRM SALESFORCE INC2.9K shares-9.43%2026-03-312026-05-14

Sponsored

HYMB SPDR SERIES TRUST21.9K sharesnew addition2026-03-312026-05-14

NVO NOVO-NORDISK A S14.6K sharesnew addition2026-03-312026-05-14

VGT VANGUARD WORLD FD768 shares0.00%2026-03-312026-05-14

COF CAPITAL ONE FINL CORP2.9K shares-15.77%2026-03-312026-05-14

CB CHUBB LTD SWITZ1.6K shares-3.50%2026-03-312026-05-14

APD AIR PRODUCTS AND CHEMICALS I1.8K shares0.00%2026-03-312026-05-14

SHM SPDR SERIES TRUST11.0K shares0.00%2026-03-312026-05-14

EMR EMERSON ELEC CO4.0K shares0.00%2026-03-312026-05-14

Sponsored

ITM VANECK ETF TRUST11.1K shares0.00%2026-03-312026-05-14

KHC KRAFT HEINZ CO21.9K shares-23.46%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL966 shares0.00%2026-03-312026-05-14

TAP MOLSON COORS BEVERAGE CO10.2K shares-17.47%2026-03-312026-05-14

CCK CROWN HLDGS INC4.3K shares15.80%2026-03-312026-05-14

VRP INVESCO EXCH TRADED FD TR II17.5K shares0.11%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR6.8K shares-5.53%2026-03-312026-05-14

RTX RTX CORPORATION2.1K shares0.00%2026-03-312026-05-14

Sponsored

CROWN CASTLE INC CROWN CASTLE INC5.1K shares-89.31%2026-03-312026-05-14

IP INTERNATIONAL PAPER CO11.5K shares0.00%2026-03-312026-05-14

VEEV VEEVA SYS INC2.3K shares-13.93%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC1.2K shares-9.43%2026-03-312026-05-14

SUB ISHARES TR3.6K sharesnew addition2026-03-312026-05-14

PINS PINTEREST INC21.0K shares-13.50%2026-03-312026-05-14

NOC NORTHROP GRUMMAN CORP563 shares0.00%2026-03-312026-05-14

SHV ISHARES TR3.4K shares0.00%2026-03-312026-05-14

Sponsored

FBIZ FIRST BUSINESS FINL SVCS INC6.8K shares0.62%2026-03-312026-05-14

DHR DANAHER CORP DEL1.9K shares-5.58%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS1.5K sharesnew addition2026-03-312026-05-14

VRT VERTIV HOLDINGS CO1.4K sharesnew addition2026-03-312026-05-14

BBWI BATH & BODY WORKS INC18.6K shares12.66%2026-03-312026-05-14

EOG EOG RES INC2.2K shares-7.71%2026-03-312026-05-14

KMX CARMAX INC7.7K shares18.44%2026-03-312026-05-14

AON PLC AON PLC984 shares-7.43%2026-03-312026-05-14

Sponsored

BSX BOSTON SCIENTIFIC CORP5.0K shares-22.92%2026-03-312026-05-14

IXC ISHARES TR5.5K shares0.00%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE1.1K shares0.00%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR6.0K shares-13.46%2026-03-312026-05-14

IWR ISHARES TR3.0K shares0.00%2026-03-312026-05-14

SAN BANCO SANTANDER SA26.1K shares0.00%2026-03-312026-05-14

BAC BANK AMERICA CORP6.0K shares0.00%2026-03-312026-05-14

EEM ISHARES TR5.1K shares0.00%2026-03-312026-05-14

Sponsored

VIOO VANGUARD ADMIRAL FDS INC2.5K shares-22.76%2026-03-312026-05-14

VTI VANGUARD INDEX FDS867 shares0.00%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC1.8K shares1.66%2026-03-312026-05-14

MS MORGAN STANLEY1.6K shares0.00%2026-03-312026-05-14

PFXF VANECK ETF TRUST14.9K shares-7.04%2026-03-312026-05-14

DE DEERE & CO455 shares0.00%2026-03-312026-05-14

INTC INTEL CORP5.7K shares-62.19%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR427 sharesnew addition2026-03-312026-05-14

Sponsored

GEV GE VERNOVA INC282 sharesnew addition2026-03-312026-05-14

XLU SELECT SECTOR SPDR TR5.3K shares0.00%2026-03-312026-05-14

IWN ISHARES TR1.2K shares0.00%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN1.1K shares0.00%2026-03-312026-05-14

TOL TOLL BROTHERS INC1.6K shares0.00%2026-03-312026-05-14

NI NISOURCE INC4.6K shares-78.86%2026-03-312026-05-14

VGSH

VANGUARD SCOTTSDALE FDS

1.13%

Shares690.2K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

-6.90%

Shares325.8K

Event2026-03-31

Filed2026-05-14

VCSH

VANGUARD SCOTTSDALE FDS

5.95%

Shares432.0K

Event2026-03-31

Filed2026-05-14

IVE

ISHARES TR

-2.33%

Shares135.2K

Event2026-03-31

Filed2026-05-14

VCIT

VANGUARD SCOTTSDALE FDS

1.38%

Shares295.3K

Event2026-03-31

Filed2026-05-14

VGIT

VANGUARD SCOTTSDALE FDS

9.39%

Shares383.0K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-3.21%

Shares89.8K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

2.43%

Shares37.1K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-1.86%

Shares47.9K

Event2026-03-31

Filed2026-05-14

SPYV

SPDR SERIES TRUST

0.76%

Shares303.4K

Event2026-03-31

Filed2026-05-14

APA CORPORATION

11.61%

Shares387.1K

Event2026-03-31

Filed2026-05-14

SPYG

SPDR SERIES TRUST

31.29%

Shares162.3K

Event2026-03-31

Filed2026-05-14

IJK

ISHARES TR

-1.33%

Shares151.6K

Event2026-03-31

Filed2026-05-14

VMBS

VANGUARD SCOTTSDALE FDS

16.56%

Shares321.8K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

-0.68%

Shares233.8K

Event2026-03-31

Filed2026-05-14

IJJ

ISHARES TR

-4.54%

Shares95.0K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

2.24%

Shares28.2K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-2.91%

Shares41.6K

Event2026-03-31

Filed2026-05-14

CTRA

COTERRA ENERGY INC

3.16%

Shares339.5K

Event2026-03-31

Filed2026-05-14

MERCK & CO INC

2.46%

Shares85.3K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

-1.48%

Shares32.9K

Event2026-03-31

Filed2026-05-14

AT&T INC

-15.68%

Shares349.2K

Event2026-03-31

Filed2026-05-14

BMY

BRISTOL-MYERS SQUIBB CO

1.91%

Shares163.6K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

-0.96%

Shares195.2K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

19.56%

Shares46.2K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

-1.57%

Shares38.9K

Event2026-03-31

Filed2026-05-14

ALTRIA GROUP INC

-0.50%

Shares135.5K

Event2026-03-31

Filed2026-05-14

TFC

TRUIST FINL CORP

1.63%

Shares187.0K

Event2026-03-31

Filed2026-05-14

PFE

PFIZER INC

3.38%

Shares287.7K

Event2026-03-31

Filed2026-05-14

CVS

CVS HEALTH CORP

-10.20%

Shares106.0K

Event2026-03-31

Filed2026-05-14

DOLLAR GEN CORP

-3.63%

Shares61.2K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-0.49%

Shares23.6K

Event2026-03-31

Filed2026-05-14

EIX

EDISON INTL

128.32%

Shares92.0K

Event2026-03-31

Filed2026-05-14

CNH

CNH INDL N V

4.09%

Shares609.2K

Event2026-03-31

Filed2026-05-14

KMI

KINDER MORGAN INC DEL

-21.16%

Shares198.7K

Event2026-03-31

Filed2026-05-14

WEC ENERGY GROUP INC

0.29%

Shares56.4K

Event2026-03-31

Filed2026-05-14

HSY

HERSHEY CO

4.42%

Shares31.3K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

3.92%

Shares113.1K

Event2026-03-31

Filed2026-05-14

LMT

LOCKHEED MARTIN CORP

-4.53%

Shares10.1K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-0.64%

Shares28.3K

Event2026-03-31

Filed2026-05-14

FORD MTR CO

0.65%

Shares481.1K

Event2026-03-31

Filed2026-05-14

TGT

TARGET CORP

3.29%

Shares44.8K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

-4.11%

Shares8.3K

Event2026-03-31

Filed2026-05-14

EVERSOURCE ENERGY

13.11%

Shares73.9K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

0.08%

Shares29.1K

Event2026-03-31

Filed2026-05-14

TXN

TEXAS INSTRS INC

1.27%

Shares26.1K

Event2026-03-31

Filed2026-05-14

FNF

FIDELITY NATL FINL INC

0.18%

Shares107.0K

Event2026-03-31

Filed2026-05-14

UBSI

UNITED BANKSHARES INC WEST V

16.14%

Shares111.9K

Event2026-03-31

Filed2026-05-14

USB

US BANCORP

19.15%

Shares88.5K

Event2026-03-31

Filed2026-05-14

SDY

SPDR SERIES TRUST

-2.71%

Shares31.1K

Event2026-03-31

Filed2026-05-14

PSA

PUBLIC STORAGE OPER CO

7.86%

Shares16.4K

Event2026-03-31

Filed2026-05-14

QCOM

QUALCOMM INC

1.99%

Shares33.8K

Event2026-03-31

Filed2026-05-14

CAG

CONAGRA BRANDS INC

34.65%

Shares270.2K

Event2026-03-31

Filed2026-05-14

WESTERN UN CO

-3.01%

Shares471.1K

Event2026-03-31

Filed2026-05-14

CITIGROUP INC

-20.50%

Shares34.1K

Event2026-03-31

Filed2026-05-14

IJS

ISHARES TR

-2.04%

Shares30.6K

Event2026-03-31

Filed2026-05-14

IJT

ISHARES TR

-3.37%

Shares24.4K

Event2026-03-31

Filed2026-05-14

TSN

TYSON FOODS INC

8.97%

Shares54.9K

Event2026-03-31

Filed2026-05-14

TROW

PRICE T ROWE GROUP INC

0.59%

Shares37.7K

Event2026-03-31

Filed2026-05-14

PCAR

PACCAR INC

75.68%

Shares29.4K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

-2.76%

Shares34.4K

Event2026-03-31

Filed2026-05-14

REALTY INCOME CORP

35.92%

Shares54.0K

Event2026-03-31

Filed2026-05-14

VTEB

VANGUARD MUN BD FDS

96.69%

Shares65.0K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

0.00%

Shares22.2K

Event2026-03-31

Filed2026-05-14

VIRT

VIRTU FINL INC

-41.47%

Shares69.8K

Event2026-03-31

Filed2026-05-14

DOC

HEALTHPEAK PROPERTIES INC

95.98%

Shares184.0K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

-2.26%

Shares4.6K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

-0.63%

Shares3.2K

Event2026-03-31

Filed2026-05-14

SCHA

SCHWAB STRATEGIC TR

0.40%

Shares97.9K

Event2026-03-31

Filed2026-05-14

BIL

SPDR SERIES TRUST

-53.29%

Shares30.7K

Event2026-03-31

Filed2026-05-14

IWO

ISHARES TR

-0.55%

Shares8.3K

Event2026-03-31

Filed2026-05-14

WTM

WHITE MTNS INS GROUP LTD

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

-17.65%

Shares18.9K

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

-6.22%

Shares15.1K

Event2026-03-31

Filed2026-05-14

ALLY

ALLY FINL INC

-37.68%

Shares63.1K

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

-27.94%

Shares31.0K

Event2026-03-31

Filed2026-05-14

UNH

UNITEDHEALTH GROUP INC

-6.36%

Shares8.0K

Event2026-03-31

Filed2026-05-14

SHYG

ISHARES TR

4.01%

Shares50.2K

Event2026-03-31

Filed2026-05-14

MDY

STATE STR SPDR S&P MIDCAP 40

-0.15%

Shares3.4K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

-4.43%

Shares12.3K

Event2026-03-31

Filed2026-05-14

KLAC

KLA CORP

-3.51%

Shares1.4K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

0.00%

Shares8.3K

Event2026-03-31

Filed2026-05-14

BBY

BEST BUY INC

4.22%

Shares32.2K

Event2026-03-31

Filed2026-05-14