Sponsored

The Analysis of Anchor Investment Management, LLC's Holdings & P&L

Currently, Anchor Investment Management, LLC holds 1067 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in BSCT (+1.1M shares, valued at $20.6M), BSCS (+66.0K shares, valued at $1.3M), N/A (+13.4K shares, valued at $1.2M); decreased their positions in BSCQ (-1.1M shares, valued at $21.1M), N/A (-19.7K shares, valued at $5.7M), UBER (-20.0K shares, valued at $1.4M); initiated new positions in N/A (+13.4K shares, valued at $1.2M), APP (+1.5K shares, valued at $616.1K), NET (+2.3K shares, valued at $483.9K).

1M P&L

+28.4M+2.60%

3M P&L

-138.9M-11.02%

HY P&L

-88.0M-7.27%

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/A337.0M

32.7%

2Drug Manufacturers - General59.3M

5.7%

3Software - Infrastructure51.8M

5.0%

Top Industries by Stock Count

1N/A350 stocks

35.6%

2Software - Application25 stocks

2.5%

3Software - Infrastructure19 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP COM101.8K shares-2.08%2026-03-312026-05-01

AAPL APPLE INC COM129.9K shares-0.56%2026-03-312026-05-01

V VISA INC COM CL A107.5K shares-0.20%2026-03-312026-05-01

SCHX SCHWAB U.S. LARGE-CAP ETF1.2M shares1.77%2026-03-312026-05-01

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C89.4K shares-18.06%2026-03-312026-05-01

FIRST CTZNS BANCSHARES INC DEL CL A FIRST CTZNS BANCSHARES INC DEL CL A13.2K shares0.04%2026-03-312026-05-01

BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF1.2M shares1.22%2026-03-312026-05-01

BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF1.2M shares6.07%2026-03-312026-05-01

Sponsored

JNJ JOHNSON & JOHNSON COM87.6K shares-1.20%2026-03-312026-05-01

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A74.2K shares0.70%2026-03-312026-05-01

BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF1.1M shares3204.19%2026-03-312026-05-01

VGT VANGUARD INFORMATION TECHNOLOGY ETF27.8K shares-1.77%2026-03-312026-05-01

ABBV ABBVIE INC COM87.8K shares0.71%2026-03-312026-05-01

QQQM INVESCO NASDAQ 100 ETF77.3K shares0.21%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW35.6K shares-0.80%2026-03-312026-05-01

AMZN AMAZON COM INC COM73.9K shares3.01%2026-03-312026-05-01

Sponsored

NVDA NVIDIA CORPORATION COM86.9K shares0.40%2026-03-312026-05-01

XOM EXXON MOBIL CORP COM83.7K shares-0.46%2026-03-312026-05-01

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I23.2K shares-1.93%2026-03-312026-05-01

LLY ELI LILLY & CO COM13.2K shares-1.85%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO COM40.7K shares1.44%2026-03-312026-05-01

META META PLATFORMS INC CL A20.0K shares-0.25%2026-03-312026-05-01

LOW LOWES COS INC COM47.6K shares-0.14%2026-03-312026-05-01

UNP UNION PAC CORP COM46.0K shares1.02%2026-03-312026-05-01

Sponsored

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW82.9K shares0.19%2026-03-312026-05-01

GLW CORNING INC COM79.7K shares-4.49%2026-03-312026-05-01

FDX FEDEX CORP COM28.3K shares-2.96%2026-03-312026-05-01

WMT WALMART INC COM73.6K shares0.35%2026-03-312026-05-01

KO COCA COLA CO COM119.8K shares0.44%2026-03-312026-05-01

CVX CHEVRON CORPORATION COM43.5K shares1.45%2026-03-312026-05-01

RSG REPUBLIC SVCS INC COM40.6K shares1.29%2026-03-312026-05-01

JPST JPMORGAN ULTRA-SHORT INCOME ETF174.1K shares1.49%2026-03-312026-05-01

Sponsored

CAT CATERPILLAR INC COM12.1K shares-2.70%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION COM8.5K shares0.52%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC COM29.4K shares5.23%2026-03-312026-05-01

MEDTRONIC PLC SHS MEDTRONIC PLC SHS91.4K shares-0.81%2026-03-312026-05-01

MERCK & CO INC COM MERCK & CO INC COM65.5K shares-1.84%2026-03-312026-05-01

WSO WATSCO INC COM21.5K shares-1.38%2026-03-312026-05-01

MCK MCKESSON CORP COM8.7K shares2.45%2026-03-312026-05-01

BROADCOM INC COM BROADCOM INC COM23.8K shares3.09%2026-03-312026-05-01

Sponsored

SO SOUTHERN CO COM75.9K shares0.63%2026-03-312026-05-01

PG PROCTER & GAMBLE CO COM50.6K shares0.43%2026-03-312026-05-01

PM PHILIP MORRIS INTL INC COM42.5K shares-0.86%2026-03-312026-05-01

HD HOME DEPOT INC COM20.5K shares-0.14%2026-03-312026-05-01

NFLX NETFLIX INC. COM69.9K shares3.91%2026-03-312026-05-01

WM WASTE MGMT INC DEL COM28.3K shares-3.40%2026-03-312026-05-01

VDE VANGUARD ENERGY ETF37.1K shares2.05%2026-03-312026-05-01

SCHM SCHWAB U.S. MID-CAP ETF205.2K shares-1.20%2026-03-312026-05-01

Sponsored

VZ VERIZON COMMUNICATIONS INC COM123.1K shares13.06%2026-03-312026-05-01

EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF67.4K shares5.94%2026-03-312026-05-01

ENB ENBRIDGE INC COM113.0K shares-0.34%2026-03-312026-05-01

ORCL ORACLE CORP COM41.6K shares2.04%2026-03-312026-05-01

IHI ISHARES U.S. MEDICAL DEVICES ETF111.6K shares0.84%2026-03-312026-05-01

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF9.9K shares-0.17%2026-03-312026-05-01

SHW SHERWIN WILLIAMS CO COM18.1K shares0.78%2026-03-312026-05-01

SOXX ISHARES SEMICONDUCTOR ETF17.7K shares2.65%2026-03-312026-05-01

Sponsored

GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF134.5K shares10.02%2026-03-312026-05-01

GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF131.2K shares8.27%2026-03-312026-05-01

ABT ABBOTT LABORATORIES COM53.1K shares0.00%2026-03-312026-05-01

AMAT APPLIED MATLS INC COM15.8K shares0.91%2026-03-312026-05-01

SPY STATE STREET SPDR S&P 500 ETF7.9K shares0.68%2026-03-312026-05-01

NEE NEXTERA ENERGY INC COM53.4K shares0.43%2026-03-312026-05-01

VHT VANGUARD HEALTH CARE ETF18.2K shares4.66%2026-03-312026-05-01

MA MASTERCARD INCORPORATED CL A9.9K shares0.74%2026-03-312026-05-01

Sponsored

SCHA SCHWAB U.S. SMALL-CAP ETF168.0K shares-0.72%2026-03-312026-05-01

MCD MCDONALDS CORP COM15.1K shares1.60%2026-03-312026-05-01

QCOM QUALCOMM INC COM34.7K shares0.42%2026-03-312026-05-01

FTNT FORTINET INC COM54.1K shares1.31%2026-03-312026-05-01

VFH VANGUARD FINANCIALS ETF36.0K shares4.63%2026-03-312026-05-01

ADBE ADOBE INC COM17.6K shares5.42%2026-03-312026-05-01

VTV VANGUARD VALUE ETF21.4K shares6.73%2026-03-312026-05-01

SCHD SCHWAB US DIVIDEND EQUITY ETF135.1K shares5.55%2026-03-312026-05-01

Sponsored

EMR EMERSON ELEC CO COM31.4K shares-0.30%2026-03-312026-05-01

MU MICRON TECHNOLOGY INC COM12.1K shares18.99%2026-03-312026-05-01

CSCO CISCO SYS INC COM52.2K shares-1.31%2026-03-312026-05-01

NSC NORFOLK SOUTHN CORP COM14.0K shares-1.43%2026-03-312026-05-01

VUG VANGUARD GROWTH ETF9.0K shares0.39%2026-03-312026-05-01

GS GOLDMAN SACHS GROUP INC COM4.6K shares1.23%2026-03-312026-05-01

AZO AUTOZONE INC COM1.2K shares1.05%2026-03-312026-05-01

VCR VANGUARD CONSUMER DISCRETIONARY ETF10.8K shares0.24%2026-03-312026-05-01

Sponsored

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF48.5K shares-4.34%2026-03-312026-05-01

BAC BANK OF AMER CORP COM78.5K shares1.86%2026-03-312026-05-01

VLO VALERO ENERGY CORP COM15.4K shares0.50%2026-03-312026-05-01

DIS DISNEY WALT CO COM39.0K shares1.80%2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS10.9K shares1.63%2026-03-312026-05-01

TSLA TESLA INC COM9.8K shares2.81%2026-03-312026-05-01

SCHW SCHWAB CHARLES CORP COM38.6K shares1.06%2026-03-312026-05-01

VTI VANGUARD TOTAL STOCK MARKET ETF11.2K shares5.38%2026-03-312026-05-01

Sponsored

PEP PEPSICO INC COM23.0K shares22.79%2026-03-312026-05-01

CSX CSX CORP COM85.7K shares-0.23%2026-03-312026-05-01

TXN TEXAS INSTRS INC COM18.1K shares-1.43%2026-03-312026-05-01

VIS VANGUARD INDUSTRIALS ETF11.2K shares3.47%2026-03-312026-05-01

TSCO TRACTOR SUPPLY CO COM76.1K shares-0.63%2026-03-312026-05-01

FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF16.2K shares-5.26%2026-03-312026-05-01

GE AEROSPACE COM NEW GE AEROSPACE COM NEW11.8K shares-0.87%2026-03-312026-05-01

VOX VANGUARD COMMUNICATION SERVICES ETF18.3K shares2.03%2026-03-312026-05-01

Sponsored

LPLA LPL FINL HLDGS INC COM10.9K shares2.04%2026-03-312026-05-01

UPS UNITED PARCEL SVCS INC CL B33.0K shares-2.04%2026-03-312026-05-01

CPK CHESAPEAKE UTILS CORP COM25.4K shares1.35%2026-03-312026-05-01

ORLY OREILLY AUTOMOTIVE INC COM34.0K shares-3.11%2026-03-312026-05-01

SYK STRYKER CORPORATION COM9.5K shares1.00%2026-03-312026-05-01

TMO THERMO FISHER SCIENTIFIC INC COM6.3K shares-3.61%2026-03-312026-05-01

VDC VANGUARD CONSUMER STAPLES ETF13.6K shares11.47%2026-03-312026-05-01

ISRG INTUITIVE SURGICAL INC COM NEW6.6K shares4.25%2026-03-312026-05-01

Sponsored

GBDC GOLUB CAP BDC INC COM239.8K shares-9.16%2026-03-312026-05-01

VNQ VANGUARD REAL ESTATE ETF34.2K shares1.61%2026-03-312026-05-01

RTX RTX CORPORATION COM15.4K shares-3.38%2026-03-312026-05-01

ADP AUTOMATIC DATA PROCESSING INC COM14.5K shares-3.03%2026-03-312026-05-01

DG DOLLAR GEN CORP COM24.8K shares-2.08%2026-03-312026-05-01

UNM UNUM GROUP COM39.6K shares0.18%2026-03-312026-05-01

TFC TRUIST FINL CORP COM62.9K shares-1.78%2026-03-312026-05-01

ADM ARCHER DANIELS MIDLAND CO COM39.7K shares20.52%2026-03-312026-05-01

Sponsored

CINF CINCINNATI FINL CORP COM17.5K shares2.79%2026-03-312026-05-01

VGSH VANGUARD SHORT-TERM TREASURY ETF47.0K shares-8.80%2026-03-312026-05-01

TROW PRICE T ROWE GROUP INC COM30.4K shares4.76%2026-03-312026-05-01

CGGR CAPITAL GROUP GROWTH ETF67.5K shares0.00%2026-03-312026-05-01

VIG VANGUARD DIVIDEND APPRECIATION ETF12.6K shares-0.40%2026-03-312026-05-01

BKNG BOOKING HOLDINGS INC COM642 shares0.94%2026-03-312026-05-01

AXP AMERICAN EXPRESS CO COM8.6K shares-1.61%2026-03-312026-05-01

MTBA SIMPLIFY MBS ETF52.7K shares1.06%2026-03-312026-05-01

Sponsored

SON SONOCO PRODS CO COM46.5K shares9.87%2026-03-312026-05-01

LMT LOCKHEED MARTIN CORP COM4.1K shares0.39%2026-03-312026-05-01

PFE PFIZER INC COM87.6K shares-2.96%2026-03-312026-05-01

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF26.1K shares3.45%2026-03-312026-05-01

ELV ELEVANCE HEALTH INC FORMERLY A COM8.1K shares-11.68%2026-03-312026-05-01

MDLZ MONDELEZ INTL INC CL A37.8K shares0.92%2026-03-312026-05-01

BK BANK NEW YORK MELLON CORP COM18.3K shares-2.18%2026-03-312026-05-01

AFL AFLAC INC COM19.6K shares0.00%2026-03-312026-05-01

Sponsored

IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF25.3K shares0.00%2026-03-312026-05-01

VO VANGUARD MID-CAP ETF7.1K shares-0.15%2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS COM8.4K shares0.72%2026-03-312026-05-01

BA BOEING CO COM10.1K shares3.88%2026-03-312026-05-01

AJG GALLAGHER ARTHUR J & CO COM9.2K shares10.00%2026-03-312026-05-01

DGRO ISHARES CORE DIVIDEND GROWTH ETF28.3K shares12.00%2026-03-312026-05-01

LINDE PLC SHS LINDE PLC SHS4.0K shares-2.60%2026-03-312026-05-01

UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW34.4K shares-3.95%2026-03-312026-05-01

Sponsored

SCHE SCHWAB EMERGING MARKETS EQUITY ETF59.0K shares-0.54%2026-03-312026-05-01

GSK PLC SPONSORED ADR GSK PLC SPONSORED ADR33.4K shares-5.51%2026-03-312026-05-01

KMB KIMBERLY-CLARK CORP COM19.1K shares35.81%2026-03-312026-05-01

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND24.1K shares18.20%2026-03-312026-05-01

ASML ASML HLDG NV N Y REGISTRY SHS1.3K shares-0.52%2026-03-312026-05-01

VB VANGUARD SMALL-CAP ETF6.6K shares0.18%2026-03-312026-05-01

AMGN AMGEN INC COM4.9K shares-1.93%2026-03-312026-05-01

COP CONOCOPHILLIPS COM13.0K shares-3.02%2026-03-312026-05-01

Sponsored

PYPL PAYPAL HLDGS INC COM37.6K shares0.36%2026-03-312026-05-01

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF21.5K shares0.00%2026-03-312026-05-01

IWD ISHARES RUSSELL 1000 VALUE ETF7.9K shares0.20%2026-03-312026-05-01

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF15.9K shares8.33%2026-03-312026-05-01

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF11.4K shares7.96%2026-03-312026-05-01

SJM SMUCKER J M CO COM NEW17.3K shares17.60%2026-03-312026-05-01

BTT BLACKROCK MUN TARGET TERM TR COM SHS BEN IN73.3K shares2.82%2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC COM8.0K shares3.38%2026-03-312026-05-01

Sponsored

SOUTHSTATE BK CORP COM SOUTHSTATE BK CORP COM17.5K shares-1.87%2026-03-312026-05-01

LULU LULULEMON ATHLETICA INC COM10.5K shares1.48%2026-03-312026-05-01

HDV ISHARES CORE HIGH DIVIDEND ETF11.7K shares15.53%2026-03-312026-05-01

CMCSA COMCAST CORP NEW CL A54.9K shares4.60%2026-03-312026-05-01

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM4.5K shares0.11%2026-03-312026-05-01

SCHF SCHWAB INTERNATIONAL EQUITY ETF61.1K shares0.09%2026-03-312026-05-01

ATO ATMOS ENERGY CORP COM8.2K shares0.00%2026-03-312026-05-01

TDG TRANSDIGM GROUP INC COM1.3K shares15.11%2026-03-312026-05-01

Sponsored

SOR SOURCE CAPITAL COM SHS OF BEN I32.0K shares0.29%2026-03-312026-05-01

IJR ISHARES CORE S&P SMALL CAP ETF11.6K shares-0.58%2026-03-312026-05-01

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW6.6K shares3.28%2026-03-312026-05-01

EPD ENTERPRISE PRODS PARTNERS L P COM37.1K shares0.01%2026-03-312026-05-01

GEV GE VERNOVA INC COM1.6K shares-1.04%2026-03-312026-05-01

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF18.3K shares0.14%2026-03-312026-05-01

VPU VANGUARD UTILITIES ETF6.8K shares13.68%2026-03-312026-05-01

CLX CLOROX CO DEL COM13.0K shares19.89%2026-03-312026-05-01

Sponsored

CFR CULLEN FROST BANKERS INC COM9.8K shares0.00%2026-03-312026-05-01

ICE INTERCONTINENTAL EXCHANGE INC COM8.1K shares-0.51%2026-03-312026-05-01

SPGI S&P GLOBAL INC COM2.9K shares-13.45%2026-03-312026-05-01

ET ENERGY TRANSFER L P COM UT LTD PTN63.0K shares0.00%2026-03-312026-05-01

INTU INTUIT COM2.8K shares5.17%2026-03-312026-05-01

ITW ILLINOIS TOOL WKS INC COM4.6K shares-3.47%2026-03-312026-05-01

T AT&T INC COM40.8K shares-29.69%2026-03-312026-05-01

CRM SALESFORCE INC COM6.3K shares30.66%2026-03-312026-05-01

Sponsored

PAYX PAYCHEX INC COM12.7K shares-0.58%2026-03-312026-05-01

PINNACLE FINL PARTNERS INC COM PINNACLE FINL PARTNERS INC COM13.4K sharesnew addition2026-03-312026-05-01

WDAY WORKDAY INC CL A8.7K shares4.29%2026-03-312026-05-01

FI FISERV INC COM20.1K shares-29.06%2026-03-312026-05-01

WFC WELLS FARGO & CO COM14.0K shares2.02%2026-03-312026-05-01

IJH ISHARES CORE S&P MID-CAP ETF16.4K shares-1.32%2026-03-312026-05-01

MCO MOODYS CORP COM2.5K shares0.00%2026-03-312026-05-01

PLTR PALANTIR TECHNOLOGIES INC CL A7.4K shares15.98%2026-03-312026-05-01

Sponsored

LH LABCORP HOLDINGS INC COM SHS4.0K shares0.00%2026-03-312026-05-01

TMUS T-MOBILE US INC COM5.0K shares8.97%2026-03-312026-05-01

FCCO FIRST CMNTY CORP S C COM35.8K shares8.26%2026-03-312026-05-01

KMI KINDER MORGAN INC DEL COM30.7K shares-21.11%2026-03-312026-05-01

NVS NOVARTIS AG SPONSORED ADR6.7K shares0.00%2026-03-312026-05-01

GDX VANECK GOLD MINERS ETF11.1K shares0.45%2026-03-312026-05-01

SHOP SHOPIFY INC CL A SUB VTG SHS8.6K shares12.81%2026-03-312026-05-01

CITIGROUP INC COM NEW CITIGROUP INC COM NEW8.8K shares2.17%2026-03-312026-05-01

Sponsored

BLACKSTONE INC COM BLACKSTONE INC COM8.7K shares0.00%2026-03-312026-05-01

NOC NORTHROP GRUMMAN CORP COM1.5K shares-0.20%2026-03-312026-05-01

SPOT SPOTIFY TECHNOLOGY S A SHS2.1K shares7.26%2026-03-312026-05-01

TE CONNECTIVITY PLC ORD SHS TE CONNECTIVITY PLC ORD SHS4.8K shares-3.74%2026-03-312026-05-01

QDPL PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF24.6K shares-2.44%2026-03-312026-05-01

CL COLGATE PALMOLIVE CO COM11.3K shares-4.19%2026-03-312026-05-01

ECL ECOLAB INC COM3.6K shares-3.99%2026-03-312026-05-01

PFIX SIMPLIFY INTEREST RATE HEDGE ETF20.4K shares121.63%2026-03-312026-05-01

Sponsored

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF12.1K shares11.13%2026-03-312026-05-01

ALNY ALNYLAM PHARMACEUTICALS INC COM2.8K shares4.60%2026-03-312026-05-01

VBR VANGUARD SMALL CAP VALUE ETF4.2K shares3.39%2026-03-312026-05-01

SNPS SYNOPSYS INC COM2.3K shares0.35%2026-03-312026-05-01

EW EDWARDS LIFESCIENCES CORP COM11.3K shares-3.58%2026-03-312026-05-01

DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND10.3K shares0.01%2026-03-312026-05-01

LHX L3HARRIS TECHNOLOGIES INC COM2.6K shares0.00%2026-03-312026-05-01

L LOEWS CORP COM7.7K shares-0.45%2026-03-312026-05-01

Sponsored

IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF8.5K shares0.13%2026-03-312026-05-01

DHR DANAHER CORP DEL COM4.3K shares-3.15%2026-03-312026-05-01

CHKP CHECK POINT SOFTWARE TECH LTD ORD5.6K shares0.09%2026-03-312026-05-01

THE CIGNA GROUP COM THE CIGNA GROUP COM3.0K shares0.00%2026-03-312026-05-01

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MS MORGAN STANLEY COM NEW4.8K shares-0.77%2026-03-312026-05-01

IMKTA INGLES MKTS INC CL A8.7K shares10.83%2026-03-312026-05-01

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UBER UBER TECHNOLOGIES INC COM10.4K shares-65.76%2026-03-312026-05-01

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MO ALTRIA GROUP INC COM11.2K shares-2.31%2026-03-312026-05-01

APD AIR PRODUCTS AND CHEMICALS INC COM2.5K shares-1.95%2026-03-312026-05-01

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VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF5.0K shares2.67%2026-03-312026-05-01

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A11.9K shares0.00%2026-03-312026-05-01

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SCHP SCHWAB US TIPS ETF27.1K shares-8.76%2026-03-312026-05-01

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CGDV CAPITAL GROUP DIVIDEND VALUE ETF16.7K shares0.00%2026-03-312026-05-01

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IXJ ISHARES GLOBAL HEALTHCARE ETF7.5K shares0.87%2026-03-312026-05-01

BLACKROCK INC COM BLACKROCK INC COM720 shares-3.74%2026-03-312026-05-01

VAW VANGUARD MATERIALS ETF3.1K shares17.65%2026-03-312026-05-01

EFA ISHARES MSCI EAFE ETF7.0K shares0.77%2026-03-312026-05-01

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FOXA FOX CORP CL A COM11.5K shares-4.15%2026-03-312026-05-01

INTC INTEL CORP COM15.0K shares-30.54%2026-03-312026-05-01

MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND12.4K shares0.00%2026-03-312026-05-01

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND6.3K shares0.00%2026-03-312026-05-01

BSMS INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF27.2K shares81.33%2026-03-312026-05-01

PHM PULTE GROUP INC COM5.3K shares-3.33%2026-03-312026-05-01

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF13.7K shares0.00%2026-03-312026-05-01

APP APPLOVIN CORP COM CL A1.5K sharesnew addition2026-03-312026-05-01

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BSMT INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF26.5K shares562.50%2026-03-312026-05-01

BLD TOPBUILD COR COM1.7K shares9.52%2026-03-312026-05-01

GLD SPDR GOLD SHARES1.4K shares0.00%2026-03-312026-05-01

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A3.0K shares-2.60%2026-03-312026-05-01

CPRT COPART INC COM17.6K shares-7.36%2026-03-312026-05-01

QUAL ISHARES MSCI USA QUALITY FACTOR ETF3.0K shares-1.94%2026-03-312026-05-01

WY WEYERHAEUSER CO COM NEW22.9K shares-0.15%2026-03-312026-05-01

AEP AMERICAN ELEC PWR CO INC COM4.2K shares0.00%2026-03-312026-05-01

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GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST5.9K shares-0.84%2026-03-312026-05-01

ZBH ZIMMER BIOMET HOLDINGS INC COM6.0K shares-12.65%2026-03-312026-05-01

GPN GLOBAL PMTS INC COM8.1K shares0.02%2026-03-312026-05-01

VEA VANGUARD FTSE DEVELOPED MARKETS ETF8.2K shares1.78%2026-03-312026-05-01

ALERIAN MLP ETF ALERIAN MLP ETF9.8K shares0.28%2026-03-312026-05-01

BTI BRITISH AMERN TOB PLC SPONSORED ADR8.8K shares-1.13%2026-03-312026-05-01

NUE NUCOR CORP COM3.0K shares5.22%2026-03-312026-05-01

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KEYS KEYSIGHT TECHNOLOGIES INC COM1.8K shares-0.55%2026-03-312026-05-01

JCPB JPMORGAN CORE PLUS BOND ETF10.7K shares0.00%2026-03-312026-05-01

IUSG ISHARES CORE S&P U.S. GROWTH ETF3.2K shares4.67%2026-03-312026-05-01

CGCP CAPITAL GROUP CORE PLUS INCOME ETF22.2K shares0.00%2026-03-312026-05-01

NET CLOUDFLARE INC CL A COM2.3K sharesnew addition2026-03-312026-05-01

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CTVA CORTEVA INC COM5.7K shares-0.12%2026-03-312026-05-01

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BSJR INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF21.0K shares10.53%2026-03-312026-05-01

NVO NOVO-NORDISK A S ADR12.6K shares-1.78%2026-03-312026-05-01

IGHG PROSHARES INVESTMENT GRADE-INTEREST RATE HEDGED6.0K shares693.33%2026-03-312026-05-01

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF9.5K shares-1.29%2026-03-312026-05-01

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AWK AMERICAN WTR WKS CO INC NEW COM3.3K shares-1.43%2026-03-312026-05-01

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KR KROGER CO COM6.1K shares0.00%2026-03-312026-05-01

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CMI CUMMINS INC COM782 shares0.13%2026-03-312026-05-01

TUA SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF19.9K shares0.00%2026-03-312026-05-01

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF2.2K shares-10.64%2026-03-312026-05-01

DSTL DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF7.2K shares0.00%2026-03-312026-05-01

MET METLIFE INC COM5.8K shares-0.58%2026-03-312026-05-01

SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF8.0K shares0.00%2026-03-312026-05-01

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LKQ LKQ CORP COM13.7K shares-3.50%2026-03-312026-05-01

BN BROOKFIELD CORP CL A LTD VT SH9.9K shares-23.64%2026-03-312026-05-01

STZ CONSTELLATION BRANDS INC CL A2.7K shares0.00%2026-03-312026-05-01

EXPD EXPEDITORS INTL WASH INC COM2.8K shares0.00%2026-03-312026-05-01

IWB ISHARES RUSSELL 1000 ETF1.1K shares0.18%2026-03-312026-05-01

AMT AMERICAN TOWER CORP COM2.3K shares-3.87%2026-03-312026-05-01

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PSX PHILLIPS 66 COM2.1K shares0.00%2026-03-312026-05-01

HCA HCA HEALTHCARE INC COM800 shares0.00%2026-03-312026-05-01

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USB US BANCORP COM NEW6.9K shares115.63%2026-03-312026-05-01

DHI D R HORTON INC COM2.5K shares0.00%2026-03-312026-05-01

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FAST FASTENAL CO COM7.4K shares0.01%2026-03-312026-05-01

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CMG CHIPOTLE MEXICAN GRILL INC COM10.6K shares0.32%2026-03-312026-05-01

DOC HEALTHPEAK PROPERTIES INC COM20.5K shares38.78%2026-03-312026-05-01

AVUV AVANTIS U.S. SMALL CAP VALUE ETF3.0K shares0.00%2026-03-312026-05-01

IYW ISHARES U.S. TECHNOLOGY ETF1.8K shares-1.54%2026-03-312026-05-01

VWO VANGUARD FTSE EMERGING MARKETS ETF6.1K shares2.25%2026-03-312026-05-01

CELESTICA INC COM CELESTICA INC COM1.2K shares9.30%2026-03-312026-05-01

IVV ISHARES CORE S&P 500 ETF503 shares0.20%2026-03-312026-05-01

BSV VANGUARD SHORT-TERM BOND ETF4.1K shares-2.79%2026-03-312026-05-01

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OHI OMEGA HEALTHCARE INVS INC COM7.3K shares22.68%2026-03-312026-05-01

IBP INSTALLED BLDG PRODS INC COM1.2K shares20.00%2026-03-312026-05-01

MGK VANGUARD MEGA CAP GROWTH ETF860 shares-0.92%2026-03-312026-05-01

GNRC GENERAC HLDGS INC COM1.6K shares-2.15%2026-03-312026-05-01

RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF2.8K shares-9.67%2026-03-312026-05-01

NIM NUVEEN SELECT MAT MUN FD SH BEN INT31.6K shares-7.34%2026-03-312026-05-01

IBB ISHARES BIOTECHNOLOGY ETF1.8K shares-2.92%2026-03-312026-05-01

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SYY SYSCO CORP COM4.1K shares43.26%2026-03-312026-05-01

REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF3.3K shares0.00%2026-03-312026-05-01

IEFA ISHARES CORE MSCI EAFE ETF3.2K shares-10.05%2026-03-312026-05-01

EBAY EBAY INC. COM3.1K shares-3.10%2026-03-312026-05-01

IXC ISHARES GLOBAL ENERGY ETF4.9K shares0.00%2026-03-312026-05-01

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IWV ISHARES RUSSELL 3000 ETF756 shares-1.69%2026-03-312026-05-01

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URI UNITED RENTALS INC COM365 shares0.55%2026-03-312026-05-01

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SCHY SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF7.6K shares165.17%2026-03-312026-05-01

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FITB FIFTH THIRD BANCORP COM4.2K shares2000.00%2026-03-312026-05-01

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HYHG PROSHARES HIGH YIELD-INTEREST RATE HEDGED ETF3.0K shares490.00%2026-03-312026-05-01

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ALLY ALLY FINL INC COM4.8K shares0.04%2026-03-312026-05-01

USMV ISHARES MSCI USA MIN VOL FACTOR ETF2.0K shares0.20%2026-03-312026-05-01

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NOW SERVICENOW INC COM1.7K shares-76.91%2026-03-312026-05-01

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ES EVERSOURCE ENERGY COM2.5K shares96.45%2026-03-312026-05-01

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VRTX VERTEX PHARMACEUTICALS INC COM391 shares-21.01%2026-03-312026-05-01

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UTHR UNITED THERAPEUTICS CORP DEL COM280 shares0.00%2026-03-312026-05-01

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BSMU INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF6.5K sharesnew addition2026-03-312026-05-01

Sponsored

CCAP CRESCENT CAP BDC INC COM11.6K shares-12.45%2026-03-312026-05-01

SDY STATE STREET SPDR S&P DIVIDEND ETF956 shares35.41%2026-03-312026-05-01

SBAC SBA COMMUNICATIONS CORP CL A803 shares59.64%2026-03-312026-05-01

SILA SILA REALTY TRUST INC COMMON STOCK5.8K shares0.71%2026-03-312026-05-01

ED CONSOLIDATED EDISON INC COM1.2K shares0.00%2026-03-312026-05-01

BDX BECTON DICKINSON & CO COM871 shares4.44%2026-03-312026-05-01

ECG EVERUS CONSTR GROUP COM1.1K shares0.00%2026-03-312026-05-01

NWSA NEWS CORP NEW CL A5.4K shares0.00%2026-03-312026-05-01

Sponsored

FRST PRIMIS FINANCIAL CORP COM10.0K shares0.00%2026-03-312026-05-01

AKAM AKAMAI TECHNOLOGIES INC COM1.1K shares0.00%2026-03-312026-05-01

NFG NATIONAL FUEL GAS CO COM1.4K shares0.00%2026-03-312026-05-01

FERGUSON ENTERPRISES INC COMMON STOCK NEW FERGUSON ENTERPRISES INC COMMON STOCK NEW562 shares0.00%2026-03-312026-05-01

BIZD VANECK BDC INCOME ETF10.1K shares-11.37%2026-03-312026-05-01

BAX BAXTER INTL INC COM7.7K shares-24.15%2026-03-312026-05-01

ENFR ALERIAN ENERGY INFRASTRUCTURE ETF3.4K shares0.90%2026-03-312026-05-01

PHYL PGIM ACTIVE HIGH YIELD BOND ETF3.7K shares20.28%2026-03-312026-05-01

Sponsored

DY DYCOM INDS INC COM375 shares0.00%2026-03-312026-05-01

J JACOBS SOLUTIONS INC COM994 shares0.00%2026-03-312026-05-01

DEO DIAGEO PLC SPON ADR NEW1.7K shares-9.36%2026-03-312026-05-01

BGIG BAHL & GAYNOR INCOME GROWTH ETF3.8K sharesnew addition2026-03-312026-05-01

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF1.5K shares1.67%2026-03-312026-05-01

AMP AMERIPRISE FINL INC COM270 shares0.00%2026-03-312026-05-01

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF1.7K shares2.09%2026-03-312026-05-01

VUSB VANGUARD ULTRA-SHORT BOND ETF2.4K shares0.72%2026-03-312026-05-01

Sponsored

EFV ISHARES MSCI EAFE VALUE ETF1.6K shares0.00%2026-03-312026-05-01

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF2.4K shares0.00%2026-03-312026-05-01

MDU MDU RES GROUP INC COM5.6K shares0.00%2026-03-312026-05-01

QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK990 shares-7.22%2026-03-312026-05-01

IVW ISHARES S&P 500 GROWTH ETF1.0K shares0.10%2026-03-312026-05-01

AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF1.1K shares0.00%2026-03-312026-05-01

BSX BOSTON SCIENTIFIC CORP COM1.8K shares-82.20%2026-03-312026-05-01

AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN3.0K shares0.00%2026-03-312026-05-01

Sponsored

CME CME GROUP INC COM378 shares0.00%2026-03-312026-05-01

ARCC ARES CAPITAL CORP COM6.2K shares0.00%2026-03-312026-05-01

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF3.7K shares0.00%2026-03-312026-05-01

KNF KNIFE RIVER CORP COMMON STOCK1.4K shares0.00%2026-03-312026-05-01

WTM WHITE MTNS INS GROUP LTD COM50 shares0.00%2026-03-312026-05-01

ICLN ISHARES GLOBAL CLEAN ENERGY ETF6.0K shares0.00%2026-03-312026-05-01

WMS ADVANCED DRAIN SYS INC DEL COM800 shares0.00%2026-03-312026-05-01

BLUEROCK PVT REAL ESTATE FD COM BLUEROCK PVT REAL ESTATE FD COM6.6K shares1.99%2026-03-312026-05-01

Sponsored

BWA BORGWARNER INC COM2.0K shares0.00%2026-03-312026-05-01

OC OWENS CORNING NEW COM1.0K shares0.00%2026-03-312026-05-01

XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF978 shares0.93%2026-03-312026-05-01

PDP INVESCO DORSEY WRIGHT MOMENTUM ETF855 shares0.00%2026-03-312026-05-01

LII LENNOX INTL INC COM221 shares0.00%2026-03-312026-05-01

WRB BERKLEY W R CORP COM1.5K shares0.00%2026-03-312026-05-01

ROP ROPER TECHNOLOGIES INC COM289 shares0.00%2026-03-312026-05-01

FTCS FIRST TRUST CAPITAL STRENGTH ETF1.1K shares37.50%2026-03-312026-05-01

Sponsored

HBAN HUNTINGTON BANCSHARES INC COM6.5K shares0.00%2026-03-312026-05-01

O REALTY INCOME CORP COM1.7K shares-8.39%2026-03-312026-05-01

COWZ PACER US CASH COWS 100 ETF1.6K shares3.48%2026-03-312026-05-01

DUPONT DE NEMOURS INC COM DUPONT DE NEMOURS INC COM2.1K shares0.00%2026-03-312026-05-01

CALF PACER US SMALL CAP CASH COWS ETF2.2K shares0.00%2026-03-312026-05-01

SCHO SCHWAB SHORT-TERM US TREASURY ETF4.0K shares0.00%2026-03-312026-05-01

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST209 shares0.48%2026-03-312026-05-01

KXI ISHARES GLOBAL CONSUMER STAPLES ETF1.4K shares0.00%2026-03-312026-05-01

Sponsored

ROL ROLLINS INC COM1.8K shares0.00%2026-03-312026-05-01

IUSV ISHARES CORE S&P US VALUE ETF938 shares-18.22%2026-03-312026-05-01

FIX COMFORT SYS USA INC COM69 shares16.95%2026-03-312026-05-01

JXI ISHARES GLOBAL UTILITIES ETF1.1K shares0.00%2026-03-312026-05-01

DECK DECKERS OUTDOOR CORP COM944 shares0.00%2026-03-312026-05-01

OTIS OTIS WORLDWIDE CORP COM1.2K shares0.08%2026-03-312026-05-01

IHAK ISHARES CYBERSECURITY & TECH ETF2.1K shares0.00%2026-03-312026-05-01

SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF846 shares0.00%2026-03-312026-05-01

Sponsored

RF REGIONS FINANCIAL CORP NEW COM3.5K shares-42.28%2026-03-312026-05-01

CBRE CBRE GROUP INC CL A682 shares-23.71%2026-03-312026-05-01

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF628 shares2.61%2026-03-312026-05-01

SWKS SKYWORKS SOLUTIONS INC COM1.7K shares-35.67%2026-03-312026-05-01

MSFT

MICROSOFT CORP COM

-2.08%

Shares101.8K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC COM

-0.56%

Shares129.9K

Event2026-03-31

Filed2026-05-01

VISA INC COM CL A

-0.20%

Shares107.5K

Event2026-03-31

Filed2026-05-01

SCHX

SCHWAB U.S. LARGE-CAP ETF

1.77%

Shares1.2M

Event2026-03-31

Filed2026-05-01

ALPHABET INC CAP STK CL C

-18.06%

Shares89.4K

Event2026-03-31

Filed2026-05-01

FIRST CTZNS BANCSHARES INC DEL CL A

0.04%

Shares13.2K

Event2026-03-31

Filed2026-05-01

BSCR

INVESCO BULLETSHARES 2027 CORPORATE BOND ETF

1.22%

Shares1.2M

Event2026-03-31

Filed2026-05-01

BSCS

INVESCO BULLETSHARES 2028 CORPORATE BOND ETF

6.07%

Shares1.2M

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON COM

-1.20%

Shares87.6K

Event2026-03-31

Filed2026-05-01

ALPHABET INC CAP STK CL A

0.70%

Shares74.2K

Event2026-03-31

Filed2026-05-01

BSCT

INVESCO BULLETSHARES 2029 CORPORATE BOND ETF

3204.19%

Shares1.1M

Event2026-03-31

Filed2026-05-01

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

-1.77%

Shares27.8K

Event2026-03-31

Filed2026-05-01

ABBV

ABBVIE INC COM

0.71%

Shares87.8K

Event2026-03-31

Filed2026-05-01

QQQM

INVESCO NASDAQ 100 ETF

0.21%

Shares77.3K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL CL B NEW

-0.80%

Shares35.6K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC COM

3.01%

Shares73.9K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION COM

0.40%

Shares86.9K

Event2026-03-31

Filed2026-05-01

XOM

EXXON MOBIL CORP COM

-0.46%

Shares83.7K

Event2026-03-31

Filed2026-05-01

INVESCO QQQ TRUST SERIES I

-1.93%

Shares23.2K

Event2026-03-31

Filed2026-05-01

LLY

ELI LILLY & CO COM

-1.85%

Shares13.2K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO COM

1.44%

Shares40.7K

Event2026-03-31

Filed2026-05-01