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The Analysis of Allegheny Financial Group's Holdings & P&L

Currently, Allegheny Financial Group holds 290 types of securities in its portfolio with a total value $741.8M. In the most recent quarter, they have increased their positions in PVAL (+299.7K shares, valued at $13.9M), DHLX (+1.0M shares, valued at $13.0M), JGRO (+69.9K shares, valued at $5.9M); decreased their positions in IJR (-12.1K shares, valued at $1.5M), FBND (-11.7K shares, valued at $531.8K), VAL (-3.4K shares, valued at $333.1K); initiated new positions in MHD (+155.5K shares, valued at $1.8M), AVMV (+15.9K shares, valued at $1.2M), FESM (+8.1K shares, valued at $307.8K).

1M P&L

+1.7M+0.23%

3M P&L

-25.4M-3.32%

HY P&L

+15.1M+2.08%

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/A477.9M

69.0%

2Oil & Gas Integrated23.6M

3.4%

3Consumer Electronics20.3M

2.9%

Top Industries by Stock Count

1N/A106 stocks

39.4%

2Utilities - Regulated Electric9 stocks

3.3%

3Banks - Regional8 stocks

3.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PVAL PUTNAM ETF TRUST2.3M shares15.12%2026-03-312026-04-16

DHLX DIAMOND HILL FUNDS3.0M shares51.37%2026-03-312026-04-16

JFLX J P MORGAN EXCHANGE TRADED F697.9K shares9.24%2026-03-312026-04-16

CDIG EA SERIES TRUST1.2M shares12.71%2026-03-312026-04-16

DGRO ISHARES TR321.1K shares1.47%2026-03-312026-04-16

XOM EXXON MOBIL CORP126.1K shares-0.39%2026-03-312026-04-16

AAPL APPLE INC77.4K shares-1.25%2026-03-312026-04-16

NVR NVR INC3.0K shares-0.44%2026-03-312026-04-16

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SCHG SCHWAB STRATEGIC TR668.1K shares2.98%2026-03-312026-04-16

IMCG ISHARES TR220.4K shares36.25%2026-03-312026-04-16

MFSG MFS ACTIVE EXCHANGE TRADED F653.4K shares54.12%2026-03-312026-04-16

ERIE ERIE INDTY CO65.6K shares0.00%2026-03-312026-04-16

KMID VIRTUS ETF TR II620.4K shares40.80%2026-03-312026-04-16

JGRO J P MORGAN EXCHANGE TRADED F172.2K shares68.31%2026-03-312026-04-16

QLTY GMO ETF TRUST400.5K shares64.04%2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T74.8K shares10.84%2026-03-312026-04-16

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL25.1K shares0.11%2026-03-312026-04-16

IJH ISHARES TR138.3K shares1.53%2026-03-312026-04-16

FTRB FEDERATED HERMES ETF TRUST364.9K shares8.88%2026-03-312026-04-16

MSFT MICROSOFT CORP23.5K shares1.18%2026-03-312026-04-16

PPG PPG INDS INC79.2K shares0.35%2026-03-312026-04-16

HELO J P MORGAN EXCHANGE TRADED F117.7K shares51.36%2026-03-312026-04-16

LLY ELI LILLY & CO8.0K shares-0.11%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T9.4K shares0.01%2026-03-312026-04-16

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN102.6K shares-0.05%2026-03-312026-04-16

FPAG INVESTMENT MANAGERS SER TR I145.5K shares164.81%2026-03-312026-04-16

FEGE RBB FUND TRUST111.4K shares16.07%2026-03-312026-04-16

CAT CATERPILLAR INC6.3K shares0.46%2026-03-312026-04-16

ALPHABET INC ALPHABET INC15.1K shares0.43%2026-03-312026-04-16

PRCS PARNASSUS INCOME FDS163.0K shares16.80%2026-03-312026-04-16

VTWG VANGUARD SCOTTSDALE FDS16.8K shares0.91%2026-03-312026-04-16

ALPHABET INC ALPHABET INC12.5K shares-4.21%2026-03-312026-04-16

Sponsored

MERCK & CO INC MERCK & CO INC29.7K shares0.03%2026-03-312026-04-16

VUG VANGUARD INDEX FDS8.0K shares4.23%2026-03-312026-04-16

SNPS SYNOPSYS INC8.8K shares1.38%2026-03-312026-04-16

IYR ISHARES TR35.7K shares2.78%2026-03-312026-04-16

VTV VANGUARD INDEX FDS16.8K shares10.77%2026-03-312026-04-16

IAGG ISHARES TR65.2K shares1.58%2026-03-312026-04-16

BROADCOM INC BROADCOM INC10.3K shares0.80%2026-03-312026-04-16

JMEE J P MORGAN EXCHANGE TRADED F47.3K shares240.76%2026-03-312026-04-16

Sponsored

VO VANGUARD INDEX FDS10.9K shares17.67%2026-03-312026-04-16

VB VANGUARD INDEX FDS11.7K shares5.45%2026-03-312026-04-16

IVV ISHARES TR4.6K shares9.55%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO10.0K shares0.16%2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS11.9K shares-0.32%2026-03-312026-04-16

BASG ADVISORS INNER CIRCLE FD III127.3K shares110.05%2026-03-312026-04-16

AMZN AMAZON COM INC13.1K shares-0.91%2026-03-312026-04-16

IWF ISHARES TR6.3K shares1.16%2026-03-312026-04-16

Sponsored

IWD ISHARES TR12.5K shares0.08%2026-03-312026-04-16

VTWV VANGUARD SCOTTSDALE FDS15.9K shares-0.40%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON10.5K shares0.57%2026-03-312026-04-16

IJJ ISHARES TR19.2K shares0.07%2026-03-312026-04-16

PNC PNC FINL SVCS GROUP INC12.1K shares0.22%2026-03-312026-04-16

IWS ISHARES TR16.7K shares6.77%2026-03-312026-04-16

IWN ISHARES TR12.7K shares2.29%2026-03-312026-04-16

IWB ISHARES TR6.4K shares1.35%2026-03-312026-04-16

Sponsored

PM PHILIP MORRIS INTL INC13.8K shares-0.20%2026-03-312026-04-16

PG PROCTER & GAMBLE CO15.4K shares0.38%2026-03-312026-04-16

IWP ISHARES TR17.2K shares3.32%2026-03-312026-04-16

NVDA NVIDIA CORPORATION12.5K shares-1.90%2026-03-312026-04-16

VTI VANGUARD INDEX FDS6.5K shares-1.33%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION2.0K shares0.30%2026-03-312026-04-16

UNP UNION PAC CORP8.2K shares0.32%2026-03-312026-04-16

AFL AFLAC INC17.9K shares-0.09%2026-03-312026-04-16

Sponsored

MPC MARATHON PETE CORP7.9K shares-0.57%2026-03-312026-04-16

IJK ISHARES TR19.2K shares12.42%2026-03-312026-04-16

SUB ISHARES TR18.1K shares0.00%2026-03-312026-04-16

EFG ISHARES TR17.2K shares2.04%2026-03-312026-04-16

ABBV ABBVIE INC8.7K shares-1.60%2026-03-312026-04-16

VZ VERIZON COMMUNICATIONS INC35.3K shares1.06%2026-03-312026-04-16

MHD BLACKROCK MUNIHOLDINGS FD IN155.5K sharesnew addition2026-03-312026-04-16

HSY HERSHEY CO8.1K shares0.25%2026-03-312026-04-16

Sponsored

GDX VANECK ETF TRUST17.5K shares-1.00%2026-03-312026-04-16

SCZ ISHARES TR19.0K shares3.04%2026-03-312026-04-16

NEE NEXTERA ENERGY INC15.8K shares-0.16%2026-03-312026-04-16

FLCV FEDERATED HERMES ETF TRUST45.4K shares8.70%2026-03-312026-04-16

CVX CHEVRON CORPORATION6.8K shares-2.23%2026-03-312026-04-16

T AT&T INC48.1K shares4.84%2026-03-312026-04-16

IJR ISHARES TR11.2K shares-52.01%2026-03-312026-04-16

BK BANK NEW YORK MELLON CORP11.7K shares0.00%2026-03-312026-04-16

Sponsored

DE DEERE & CO2.4K shares0.33%2026-03-312026-04-16

GE AEROSPACE GE AEROSPACE4.6K shares0.55%2026-03-312026-04-16

COP CONOCOPHILLIPS9.8K shares-1.60%2026-03-312026-04-16

WMT WALMART INC10.4K shares-1.20%2026-03-312026-04-16

PFE PFIZER INC45.3K shares1.25%2026-03-312026-04-16

IWM ISHARES TR5.1K shares35.08%2026-03-312026-04-16

TMO THERMO FISHER SCIENTIFIC INC2.5K shares-0.04%2026-03-312026-04-16

MO ALTRIA GROUP INC18.6K shares1.42%2026-03-312026-04-16

Sponsored

AXP AMERICAN EXPRESS CO4.0K shares0.89%2026-03-312026-04-16

VEU VANGUARD INTL EQUITY INDEX F15.8K shares0.41%2026-03-312026-04-16

AVMV AMERICAN CENTY ETF TR15.9K sharesnew addition2026-03-312026-04-16

SO SOUTHERN CO11.9K shares0.48%2026-03-312026-04-16

IMCV ISHARES TR13.3K shares93.49%2026-03-312026-04-16

QUAL ISHARES TR5.8K shares0.00%2026-03-312026-04-16

MMM 3M CO7.7K shares0.55%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR1.9K shares-3.70%2026-03-312026-04-16

Sponsored

BSX BOSTON SCIENTIFIC CORP17.4K shares-0.08%2026-03-312026-04-16

HD HOME DEPOT INC3.3K shares2.42%2026-03-312026-04-16

PPL PPL CORP27.3K shares0.45%2026-03-312026-04-16

GEV GE VERNOVA INC1.2K shares0.60%2026-03-312026-04-16

THE CIGNA GROUP THE CIGNA GROUP3.8K shares0.45%2026-03-312026-04-16

TPL TEXAS PACIFIC LAND CORPORATI2.1K shares-4.40%2026-03-312026-04-16

IWO ISHARES TR3.1K shares0.03%2026-03-312026-04-16

TT TRANE TECHNOLOGIES PLC2.4K shares0.30%2026-03-312026-04-16

Sponsored

NSC NORFOLK SOUTHN CORP3.4K shares0.26%2026-03-312026-04-16

GLD SPDR GOLD TR2.3K shares0.18%2026-03-312026-04-16

EFV ISHARES TR12.7K shares11.71%2026-03-312026-04-16

TSLA TESLA INC2.5K shares2.59%2026-03-312026-04-16

KO COCA COLA CO12.0K shares-4.28%2026-03-312026-04-16

VRTX VERTEX PHARMACEUTICALS INC2.0K shares0.75%2026-03-312026-04-16

ISRG INTUITIVE SURGICAL INC1.9K shares0.78%2026-03-312026-04-16

META META PLATFORMS INC1.5K shares1.25%2026-03-312026-04-16

Sponsored

BAC BANK AMERICA CORP17.8K shares-1.23%2026-03-312026-04-16

DKS DICKS SPORTING GOODS INC4.3K shares-0.67%2026-03-312026-04-16

EQWL INVESCO EXCHANGE TRADED FD T7.4K shares0.46%2026-03-312026-04-16

CSCO CISCO SYS INC10.8K shares1.40%2026-03-312026-04-16

VTWO VANGUARD SCOTTSDALE FDS8.3K shares-4.68%2026-03-312026-04-16

FBND FIDELITY MERRIMACK STR TR18.2K shares-39.11%2026-03-312026-04-16

V VISA INC2.7K shares0.72%2026-03-312026-04-16

FDX FEDEX CORP2.2K shares-12.01%2026-03-312026-04-16

Sponsored

TDW TIDEWATER INC NEW9.3K shares-0.74%2026-03-312026-04-16

ORCL ORACLE CORP5.1K shares0.78%2026-03-312026-04-16

RRC RANGE RES CORP16.5K shares0.00%2026-03-312026-04-16

ABT ABBOTT LABORATORIES7.2K shares0.85%2026-03-312026-04-16

NFLX NETFLIX INC.7.6K shares8.80%2026-03-312026-04-16

EMR EMERSON ELEC CO5.5K shares0.66%2026-03-312026-04-16

PEP PEPSICO INC4.6K shares0.92%2026-03-312026-04-16

HWM HOWMET AEROSPACE INC3.1K shares-4.23%2026-03-312026-04-16

Sponsored

VXUS VANGUARD STAR FDS9.2K shares14.04%2026-03-312026-04-16

EATON CORP PLC EATON CORP PLC1.9K shares1.28%2026-03-312026-04-16

CEG CONSTELLATION ENERGY CORP2.4K shares0.08%2026-03-312026-04-16

SONO SONOS INC50.2K shares0.00%2026-03-312026-04-16

MCD MCDONALDS CORP2.2K shares-0.23%2026-03-312026-04-16

DHR DANAHER CORP DEL3.5K shares0.94%2026-03-312026-04-16

IEFA ISHARES TR7.4K shares0.16%2026-03-312026-04-16

GL GLOBE LIFE INC4.8K shares0.00%2026-03-312026-04-16

Sponsored

AMGN AMGEN INC1.8K shares-1.18%2026-03-312026-04-16

VHT VANGUARD WORLD FD2.3K shares0.13%2026-03-312026-04-16

SHW SHERWIN WILLIAMS CO1.9K shares0.21%2026-03-312026-04-16

FCF FIRST COMWLTH FINL CORP PA34.7K shares0.20%2026-03-312026-04-16

XLE SELECT SECTOR SPDR TR9.9K shares0.43%2026-03-312026-04-16

GLW CORNING INC4.4K shares0.93%2026-03-312026-04-16

UNH UNITEDHEALTH GROUP INC2.1K shares199.15%2026-03-312026-04-16

BA BOEING CO2.8K shares0.99%2026-03-312026-04-16

Sponsored

MS MORGAN STANLEY3.4K shares0.06%2026-03-312026-04-16

VYM VANGUARD WHITEHALL FDS3.8K shares0.16%2026-03-312026-04-16

JSMD JANUS DETROIT STR TR7.0K shares0.03%2026-03-312026-04-16

QCOM QUALCOMM INC4.3K shares-3.15%2026-03-312026-04-16

IWR ISHARES TR5.7K shares27.45%2026-03-312026-04-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.0K shares0.45%2026-03-312026-04-16

BMY BRISTOL-MYERS SQUIBB CO8.7K shares14.21%2026-03-312026-04-16

CTVA CORTEVA INC6.1K shares3.93%2026-03-312026-04-16

Sponsored

VEA VANGUARD TAX-MANAGED FDS7.9K shares-3.14%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS834 shares-26.58%2026-03-312026-04-16

CVNA CARVANA CO1.5K shares-11.31%2026-03-312026-04-16

NFG NATIONAL FUEL GAS CO5.1K shares0.61%2026-03-312026-04-16

HON HONEYWELL INTL INC2.1K shares0.66%2026-03-312026-04-16

JPUS J P MORGAN EXCHANGE TRADED F3.7K shares7.27%2026-03-312026-04-16

ALL ALLSTATE CORP2.3K shares0.70%2026-03-312026-04-16

WM WASTE MGMT INC DEL2.0K shares0.94%2026-03-312026-04-16

Sponsored

DIS DISNEY WALT CO4.7K shares-2.07%2026-03-312026-04-16

GNL GLOBAL NET LEASE INC48.2K shares-3.02%2026-03-312026-04-16

RSPE INVESCO EXCH TRADED FD TR II15.2K shares0.09%2026-03-312026-04-16

XLI SELECT SECTOR SPDR TR2.7K shares2.46%2026-03-312026-04-16

CMCSA COMCAST CORP NEW15.4K shares7.74%2026-03-312026-04-16

VSS VANGUARD INTL EQUITY INDEX F3.0K shares-6.38%2026-03-312026-04-16

CAH CARDINAL HEALTH INC2.1K shares1.26%2026-03-312026-04-16

CGDV CAPITAL GROUP DIVIDEND VALUE10.2K shares92.90%2026-03-312026-04-16

Sponsored

WFC WELLS FARGO & CO5.3K shares-8.72%2026-03-312026-04-16

MPLX MPLX LP7.4K shares0.00%2026-03-312026-04-16

PSX PHILLIPS 662.3K shares0.62%2026-03-312026-04-16

DBO INVESCO DB MULTI-SECTOR COMM21.2K shares-1.92%2026-03-312026-04-16

AMG AFFILIATED MANAGERS GROUP1.5K shares0.13%2026-03-312026-04-16

IMPERIAL PETE INC IMPERIAL PETE INC96.0K shares65.44%2026-03-312026-04-16

NKE NIKE INC7.8K shares-4.54%2026-03-312026-04-16

URTY PROSHARES TR7.9K shares63.81%2026-03-312026-04-16

Sponsored

ADX ADAMS DIVERSIFIED EQUITY FD18.5K shares0.00%2026-03-312026-04-16

USB US BANCORP7.6K shares1.19%2026-03-312026-04-16

IVW ISHARES TR3.5K shares0.00%2026-03-312026-04-16

ETHO AMPLIFY ETF TR5.9K shares-16.43%2026-03-312026-04-16

EQT CORP EQT CORP6.1K shares0.38%2026-03-312026-04-16

MDLZ MONDELEZ INTL INC6.7K shares0.42%2026-03-312026-04-16

GWX SPDR INDEX SHS FDS9.1K shares-0.84%2026-03-312026-04-16

CL COLGATE PALMOLIVE CO4.3K shares0.56%2026-03-312026-04-16

Sponsored

TLN TALEN ENERGY CORP1.1K shares24.83%2026-03-312026-04-16

CBU COMMUNITY FINANCIAL SYSTEM I6.1K shares0.15%2026-03-312026-04-16

FLEX FLEXTRONICS INTL LTD5.5K shares-0.25%2026-03-312026-04-16

PEG PUBLIC SVC ENTERPRISE GROUP4.4K shares6.56%2026-03-312026-04-16

ED CONSOLIDATED EDISON INC3.2K shares0.00%2026-03-312026-04-16

MSTR STRATEGY INC2.8K shares2.09%2026-03-312026-04-16

HBAN HUNTINGTON BANCSHARES INC21.8K shares-2.45%2026-03-312026-04-16

MCK MCKESSON CORP391 shares1.03%2026-03-312026-04-16

Sponsored

MELI MERCADOLIBRE INC195 shares62.50%2026-03-312026-04-16

CSX CSX CORP8.1K shares-2.24%2026-03-312026-04-16

QNITY ELECTRONICS INC QNITY ELECTRONICS INC2.8K shares-3.35%2026-03-312026-04-16

WSFS WSFS FINL CORP5.0K shares-3.24%2026-03-312026-04-16

AA ALCOA CORP4.8K shares-18.49%2026-03-312026-04-16

D DOMINION ENERGY INC5.2K shares1.02%2026-03-312026-04-16

IYE ISHARES TR4.9K shares-5.40%2026-03-312026-04-16

EPD ENTERPRISE PRODS PARTNERS L8.4K shares0.00%2026-03-312026-04-16

Sponsored

VEGN ETF SER SOLUTIONS5.6K shares0.16%2026-03-312026-04-16

DGX QUEST DIAGNOSTICS INC1.6K shares0.00%2026-03-312026-04-16

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL797 shares0.00%2026-03-312026-04-16

SRE SEMPRA3.2K shares0.00%2026-03-312026-04-16

PRU PRUDENTIAL FINL INC3.2K shares0.73%2026-03-312026-04-16

FESM FIDELITY COVINGTON TRUST8.1K sharesnew addition2026-03-312026-04-16

MU MICRON TECHNOLOGY INC908 shares2.14%2026-03-312026-04-16

MUB ISHARES TR2.9K shares-2.67%2026-03-312026-04-16

Sponsored

MADE ISHARES TR9.1K sharesnew addition2026-03-312026-04-16

FE FIRSTENERGY CORP6.0K shares0.10%2026-03-312026-04-16

ISHARES GOLD TR ISHARES GOLD TR3.4K shares0.00%2026-03-312026-04-16

EXC EXELON CORP6.1K shares0.16%2026-03-312026-04-16

DTD WISDOMTREE TR3.5K shares-2.95%2026-03-312026-04-16

APD AIR PRODUCTS AND CHEMICALS I1.0K shares0.00%2026-03-312026-04-16

MOG.B MOOG INC1.0K shares0.00%2026-03-312026-04-16

MTUM ISHARES TR1.2K shares6.33%2026-03-312026-04-16

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.4K shares-0.28%2026-03-312026-04-16

LPX LOUISIANA PAC CORP4.0K shares0.00%2026-03-312026-04-16

MOG.A MOOG INC1.0K shares0.00%2026-03-312026-04-16

MET METLIFE INC4.1K shares-9.51%2026-03-312026-04-16

VYMI VANGUARD WHITEHALL FDS3.1K shares0.79%2026-03-312026-04-16

INTC INTEL CORP6.5K shares-5.60%2026-03-312026-04-16

LHX L3HARRIS TECHNOLOGIES INC827 shares0.61%2026-03-312026-04-16

BP BP PLC6.1K shares-6.62%2026-03-312026-04-16

Sponsored

IMCB ISHARES TR3.4K shares3.97%2026-03-312026-04-16

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC6.1K shares4.34%2026-03-312026-04-16

VAL VALARIS LTD2.8K shares-54.43%2026-03-312026-04-16

ORLY OREILLY AUTOMOTIVE INC3.0K shares0.00%2026-03-312026-04-16

VT VANGUARD INTL EQUITY INDEX F2.0K shares3.41%2026-03-312026-04-16

PAYX PAYCHEX INC3.0K shares0.50%2026-03-312026-04-16

PPA INVESCO EXCHANGE TRADED FD T1.6K shares17.19%2026-03-312026-04-16

GS GOLDMAN SACHS GROUP INC322 shares5.23%2026-03-312026-04-16

Sponsored

XLK SELECT SECTOR SPDR TR2.0K shares0.60%2026-03-312026-04-16

MA MASTERCARD INCORPORATED534 shares-16.95%2026-03-312026-04-16

KMI KINDER MORGAN INC DEL8.0K shares-7.33%2026-03-312026-04-16

MDY STATE STR SPDR S&P MIDCAP 40432 shares0.23%2026-03-312026-04-16

BIIB BIOGEN INC1.4K shares0.55%2026-03-312026-04-16

DOW DOW HLDGS INC6.3K shares-44.80%2026-03-312026-04-16

DVY ISHARES TR1.7K shares0.23%2026-03-312026-04-16

SOXL DIREXION SHARES ETF TRUST5.5K shares0.00%2026-03-312026-04-16

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP1.2K shares0.91%2026-03-312026-04-16

SEPW AIM ETF PRODUCTS TRUST8.2K shares0.00%2026-03-312026-04-16

IEMG ISHARES INC3.7K shares0.73%2026-03-312026-04-16

STBA S & T BANCORP INC6.2K shares0.11%2026-03-312026-04-16

NEAR ISHARES U S ETF TR5.1K sharesnew addition2026-03-312026-04-16

ADBE ADOBE INC1.1K shares1.65%2026-03-312026-04-16

NWBI NORTHWEST BANCSHARES INC20.1K shares0.08%2026-03-312026-04-16

VNQ VANGUARD INDEX FDS2.9K shares0.70%2026-03-312026-04-16

Sponsored

CR CRANE COMPANY1.4K shares0.00%2026-03-312026-04-16

WAB WABTEC985 shares0.82%2026-03-312026-04-16

PDD PDD HOLDINGS INC2.4K shares-0.70%2026-03-312026-04-16

INSM INSMED INC1.5K shares-0.14%2026-03-312026-04-16

CSL CARLISLE COS INC723 shares-0.14%2026-03-312026-04-16

IYW ISHARES TR1.3K shares0.00%2026-03-312026-04-16

ANNX ANNEXON INC42.9K shares0.00%2026-03-312026-04-16

BDX BECTON DICKINSON & CO1.5K shares1.91%2026-03-312026-04-16

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.2K shares28.62%2026-03-312026-04-16

CGIC CAPITAL GROUP INTERNATIONAL7.0K sharesnew addition2026-03-312026-04-16

VSGX VANGUARD WORLD FD3.2K shares-1.65%2026-03-312026-04-16

UPS UNITED PARCEL SVCS INC2.3K shares1.26%2026-03-312026-04-16

TRV TRAVELERS COMPANIES INC772 shares4.04%2026-03-312026-04-16

AUGW AIM ETF PRODUCTS TRUST7.0K shares0.00%2026-03-312026-04-16

DTE DTE ENERGY CO1.5K sharesnew addition2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.7K shares0.39%2026-03-312026-04-16

Sponsored

WH WYNDHAM HOTELS & RESORTS INC2.7K shares-0.04%2026-03-312026-04-16

AMD ADVANCED MICRO DEVICES INC1.1K shares-0.46%2026-03-312026-04-16

XME SPDR SERIES TRUST2.0K shares0.00%2026-03-312026-04-16

URTH ISHARES INC1.2K shares0.00%2026-03-312026-04-16

COF CAPITAL ONE FINL CORP1.1K shares3.31%2026-03-312026-04-16

TDY TELEDYNE TECHNOLOGIES INC338 sharesnew addition2026-03-312026-04-16

IWV ISHARES TR550 shares0.36%2026-03-312026-04-16

IJS ISHARES TR1.7K sharesnew addition2026-03-312026-04-16

Sponsored

NDAQ NASDAQ INC2.4K shares-0.08%2026-03-312026-04-16

AGG ISHARES TR2.0K shares-2.70%2026-03-312026-04-16

VLRS CONTROLADORA VUELA COMP DE A27.0K sharesnew addition2026-03-312026-04-16

ASPI ASP ISOTOPES INC40.6K shares17.92%2026-03-312026-04-16

FLYW FLYWIRE CORPORATION14.6K shares-1.46%2026-03-312026-04-16

PAX PATRIA INVESTMENTS LIMITED12.3K shares-0.50%2026-03-312026-04-16

TDUP THREDUP INC47.0K sharesnew addition2026-03-312026-04-16

NOMD NOMAD FOODS LTD15.7K shares0.16%2026-03-312026-04-16

Sponsored

INN SUMMIT HOTEL PPTYS31.5K shares-4.22%2026-03-312026-04-16

F FORD MTR CO10.7K shares3.06%2026-03-312026-04-16

NAK NORTHERN DYNASTY MINERALS LT52.1K shares0.00%2026-03-312026-04-16

NMAX NEWSMAX INC13.3K sharesnew addition2026-03-312026-04-16

BUR BURFORD CAPITAL LIMITED14.8K shares0.22%2026-03-312026-04-16

PGEN PRECIGEN INC17.1K shares0.00%2026-03-312026-04-16

ANGX ANGEL STUDIOS INC18.4K sharesnew addition2026-03-312026-04-16

TSHA TAYSHA GENE THERAPIES INC12.0K shares-54.46%2026-03-312026-04-16

Sponsored

LCTX LINEAGE CELL THERAPEUTICS IN20.0K shares0.00%2026-03-312026-04-16

MVIS MICROVISION INC DEL12.5K shares-1.80%2026-03-312026-04-16

PVAL

PUTNAM ETF TRUST

15.12%

Shares2.3M

Event2026-03-31

Filed2026-04-16

DHLX

DIAMOND HILL FUNDS

51.37%

Shares3.0M

Event2026-03-31

Filed2026-04-16

JFLX

J P MORGAN EXCHANGE TRADED F

9.24%

Shares697.9K

Event2026-03-31

Filed2026-04-16

CDIG

EA SERIES TRUST

12.71%

Shares1.2M

Event2026-03-31

Filed2026-04-16

DGRO

ISHARES TR

1.47%

Shares321.1K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

-0.39%

Shares126.1K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-1.25%

Shares77.4K

Event2026-03-31

Filed2026-04-16

NVR

NVR INC

-0.44%

Shares3.0K

Event2026-03-31

Filed2026-04-16

SCHG

SCHWAB STRATEGIC TR

2.98%

Shares668.1K

Event2026-03-31

Filed2026-04-16

IMCG

ISHARES TR

36.25%

Shares220.4K

Event2026-03-31

Filed2026-04-16

MFSG

MFS ACTIVE EXCHANGE TRADED F

54.12%

Shares653.4K

Event2026-03-31

Filed2026-04-16

ERIE

ERIE INDTY CO

0.00%

Shares65.6K

Event2026-03-31

Filed2026-04-16

KMID

VIRTUS ETF TR II

40.80%

Shares620.4K

Event2026-03-31

Filed2026-04-16

JGRO

J P MORGAN EXCHANGE TRADED F

68.31%

Shares172.2K

Event2026-03-31

Filed2026-04-16

QLTY

GMO ETF TRUST

64.04%

Shares400.5K

Event2026-03-31

Filed2026-04-16

INVESCO EXCHANGE TRADED FD T

10.84%

Shares74.8K

Event2026-03-31

Filed2026-04-16

BERKSHIRE HATHAWAY INC DEL

0.11%

Shares25.1K

Event2026-03-31

Filed2026-04-16

IJH

ISHARES TR

1.53%

Shares138.3K

Event2026-03-31

Filed2026-04-16

FTRB

FEDERATED HERMES ETF TRUST

8.88%

Shares364.9K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

1.18%

Shares23.5K

Event2026-03-31

Filed2026-04-16

PPG

PPG INDS INC

0.35%

Shares79.2K

Event2026-03-31

Filed2026-04-16

HELO

J P MORGAN EXCHANGE TRADED F

51.36%

Shares117.7K

Event2026-03-31

Filed2026-04-16

LLY

ELI LILLY & CO

-0.11%

Shares8.0K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

0.01%

Shares9.4K

Event2026-03-31

Filed2026-04-16

FBTC

FIDELITY WISE ORIGIN BITCOIN

-0.05%

Shares102.6K

Event2026-03-31

Filed2026-04-16

FPAG

INVESTMENT MANAGERS SER TR I

164.81%

Shares145.5K

Event2026-03-31

Filed2026-04-16

FEGE

RBB FUND TRUST

16.07%

Shares111.4K

Event2026-03-31

Filed2026-04-16

CAT

CATERPILLAR INC

0.46%

Shares6.3K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

0.43%

Shares15.1K

Event2026-03-31

Filed2026-04-16

PRCS

PARNASSUS INCOME FDS

16.80%

Shares163.0K

Event2026-03-31

Filed2026-04-16

VTWG

VANGUARD SCOTTSDALE FDS

0.91%

Shares16.8K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-4.21%

Shares12.5K

Event2026-03-31

Filed2026-04-16

MERCK & CO INC

0.03%

Shares29.7K

Event2026-03-31

Filed2026-04-16

VUG

VANGUARD INDEX FDS

4.23%

Shares8.0K

Event2026-03-31

Filed2026-04-16

SNPS

SYNOPSYS INC

1.38%

Shares8.8K

Event2026-03-31

Filed2026-04-16

IYR

ISHARES TR

2.78%

Shares35.7K

Event2026-03-31

Filed2026-04-16

VTV

VANGUARD INDEX FDS

10.77%

Shares16.8K

Event2026-03-31

Filed2026-04-16

IAGG

ISHARES TR

1.58%

Shares65.2K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

0.80%

Shares10.3K

Event2026-03-31

Filed2026-04-16

JMEE

J P MORGAN EXCHANGE TRADED F

240.76%

Shares47.3K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

17.67%

Shares10.9K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

5.45%

Shares11.7K

Event2026-03-31

Filed2026-04-16

IVV

ISHARES TR

9.55%

Shares4.6K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

0.16%

Shares10.0K

Event2026-03-31

Filed2026-04-16

IBM

INTERNATIONAL BUSINESS MACHS

-0.32%

Shares11.9K

Event2026-03-31

Filed2026-04-16

BASG

ADVISORS INNER CIRCLE FD III

110.05%

Shares127.3K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

-0.91%

Shares13.1K

Event2026-03-31

Filed2026-04-16

IWF

ISHARES TR

1.16%

Shares6.3K

Event2026-03-31

Filed2026-04-16

IWD

ISHARES TR

0.08%

Shares12.5K

Event2026-03-31

Filed2026-04-16

VTWV

VANGUARD SCOTTSDALE FDS

-0.40%

Shares15.9K

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON

0.57%

Shares10.5K

Event2026-03-31

Filed2026-04-16

IJJ

ISHARES TR

0.07%

Shares19.2K

Event2026-03-31

Filed2026-04-16

PNC

PNC FINL SVCS GROUP INC

0.22%

Shares12.1K

Event2026-03-31

Filed2026-04-16

IWS

ISHARES TR

6.77%

Shares16.7K

Event2026-03-31

Filed2026-04-16

IWN

ISHARES TR

2.29%

Shares12.7K

Event2026-03-31

Filed2026-04-16

IWB

ISHARES TR

1.35%

Shares6.4K

Event2026-03-31

Filed2026-04-16

PHILIP MORRIS INTL INC

-0.20%

Shares13.8K

Event2026-03-31

Filed2026-04-16

PROCTER & GAMBLE CO

0.38%

Shares15.4K

Event2026-03-31

Filed2026-04-16

IWP

ISHARES TR

3.32%

Shares17.2K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

-1.90%

Shares12.5K

Event2026-03-31

Filed2026-04-16

VTI

VANGUARD INDEX FDS

-1.33%

Shares6.5K

Event2026-03-31

Filed2026-04-16

COST

COSTCO WHOLESALE CORPORATION

0.30%

Shares2.0K

Event2026-03-31

Filed2026-04-16

UNP

UNION PAC CORP

0.32%

Shares8.2K

Event2026-03-31

Filed2026-04-16

AFL

AFLAC INC

-0.09%

Shares17.9K

Event2026-03-31

Filed2026-04-16

MPC

MARATHON PETE CORP

-0.57%

Shares7.9K

Event2026-03-31

Filed2026-04-16

IJK

ISHARES TR

12.42%

Shares19.2K

Event2026-03-31

Filed2026-04-16

SUB

ISHARES TR

0.00%

Shares18.1K

Event2026-03-31

Filed2026-04-16

EFG

ISHARES TR

2.04%

Shares17.2K

Event2026-03-31

Filed2026-04-16

ABBV

ABBVIE INC

-1.60%

Shares8.7K

Event2026-03-31

Filed2026-04-16

VERIZON COMMUNICATIONS INC

1.06%

Shares35.3K

Event2026-03-31

Filed2026-04-16

MHD

BLACKROCK MUNIHOLDINGS FD IN

New

Shares155.5K

Event2026-03-31

Filed2026-04-16

HSY

HERSHEY CO

0.25%

Shares8.1K

Event2026-03-31

Filed2026-04-16

GDX

VANECK ETF TRUST

-1.00%

Shares17.5K

Event2026-03-31

Filed2026-04-16

SCZ

ISHARES TR

3.04%

Shares19.0K

Event2026-03-31

Filed2026-04-16

NEE

NEXTERA ENERGY INC

-0.16%

Shares15.8K

Event2026-03-31

Filed2026-04-16

FLCV

FEDERATED HERMES ETF TRUST

8.70%

Shares45.4K

Event2026-03-31

Filed2026-04-16

CVX

CHEVRON CORPORATION

-2.23%

Shares6.8K

Event2026-03-31

Filed2026-04-16

AT&T INC

4.84%

Shares48.1K

Event2026-03-31

Filed2026-04-16

IJR

ISHARES TR

-52.01%

Shares11.2K

Event2026-03-31

Filed2026-04-16

BANK NEW YORK MELLON CORP

0.00%

Shares11.7K

Event2026-03-31

Filed2026-04-16

DEERE & CO

0.33%

Shares2.4K

Event2026-03-31

Filed2026-04-16

GE AEROSPACE

0.55%

Shares4.6K

Event2026-03-31

Filed2026-04-16

COP

CONOCOPHILLIPS

-1.60%

Shares9.8K

Event2026-03-31

Filed2026-04-16

WMT

WALMART INC

-1.20%

Shares10.4K

Event2026-03-31

Filed2026-04-16

PFE

PFIZER INC

1.25%

Shares45.3K

Event2026-03-31

Filed2026-04-16

IWM

ISHARES TR

35.08%

Shares5.1K

Event2026-03-31

Filed2026-04-16

TMO

THERMO FISHER SCIENTIFIC INC

-0.04%

Shares2.5K

Event2026-03-31

Filed2026-04-16

ALTRIA GROUP INC

1.42%

Shares18.6K

Event2026-03-31

Filed2026-04-16

AXP

AMERICAN EXPRESS CO

0.89%

Shares4.0K

Event2026-03-31

Filed2026-04-16

VEU

VANGUARD INTL EQUITY INDEX F

0.41%

Shares15.8K

Event2026-03-31

Filed2026-04-16

AVMV

AMERICAN CENTY ETF TR

New

Shares15.9K

Event2026-03-31

Filed2026-04-16

SOUTHERN CO

0.48%

Shares11.9K

Event2026-03-31

Filed2026-04-16

IMCV

ISHARES TR

93.49%

Shares13.3K

Event2026-03-31

Filed2026-04-16

QUAL

ISHARES TR

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-16

MMM

3M CO

0.55%

Shares7.7K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TR

-3.70%

Shares1.9K

Event2026-03-31

Filed2026-04-16

BSX

BOSTON SCIENTIFIC CORP

-0.08%

Shares17.4K

Event2026-03-31

Filed2026-04-16

HOME DEPOT INC

2.42%

Shares3.3K

Event2026-03-31

Filed2026-04-16

PPL

PPL CORP

0.45%

Shares27.3K

Event2026-03-31

Filed2026-04-16

GEV

GE VERNOVA INC

0.60%

Shares1.2K

Event2026-03-31

Filed2026-04-16

THE CIGNA GROUP

0.45%

Shares3.8K

Event2026-03-31

Filed2026-04-16

TPL

TEXAS PACIFIC LAND CORPORATI

-4.40%

Shares2.1K

Event2026-03-31

Filed2026-04-16

IWO

ISHARES TR

0.03%

Shares3.1K

Event2026-03-31

Filed2026-04-16

TRANE TECHNOLOGIES PLC

0.30%

Shares2.4K

Event2026-03-31

Filed2026-04-16

NSC

NORFOLK SOUTHN CORP

0.26%

Shares3.4K

Event2026-03-31

Filed2026-04-16

GLD

SPDR GOLD TR

0.18%

Shares2.3K

Event2026-03-31

Filed2026-04-16

EFV

ISHARES TR

11.71%

Shares12.7K

Event2026-03-31

Filed2026-04-16

TSLA

TESLA INC

2.59%

Shares2.5K

Event2026-03-31

Filed2026-04-16

COCA COLA CO

-4.28%

Shares12.0K

Event2026-03-31

Filed2026-04-16

VRTX

VERTEX PHARMACEUTICALS INC

0.75%

Shares2.0K

Event2026-03-31

Filed2026-04-16

ISRG

INTUITIVE SURGICAL INC

0.78%

Shares1.9K

Event2026-03-31

Filed2026-04-16