Sponsored

The Analysis of APPLETON PARTNERS INC/MA's Holdings & P&L

Currently, APPLETON PARTNERS INC/MA holds 262 types of securities in its portfolio with a total value $1.4M. In the most recent quarter, they have increased their positions in GFS (+268.7K shares, valued at $12.0K), SPGI (+22.9K shares, valued at $9.7K), SOLV (+53.2K shares, valued at $3.5K); decreased their positions in HD (-28.6K shares, valued at $9.4K), INTU (-15.4K shares, valued at $6.6K), ROP (-17.2K shares, valued at $6.1K); initiated new positions in GFS (+268.7K shares, valued at $12.0K), SPGI (+22.9K shares, valued at $9.7K), IGV (+6.3K shares, valued at $508).

1M P&L

+59.3M+4.28%

3M P&L

+75.8M+5.53%

HY P&L

+132.9M+10.12%

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/A449.5K

34.8%

2Consumer Electronics85.4K

6.6%

3Semiconductors63.2K

4.9%

Top Industries by Stock Count

1N/A100 stocks

42.4%

2Software - Application9 stocks

3.8%

3Aerospace & Defense6 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC COM336.6K shares-1.49%2026-03-312026-04-28

GSLC GOLDMAN SACHS ETF TR ACTIVEBET420.4K shares-0.63%2026-03-312026-04-28

SCHX SCHWAB STRATEGIC TR US LRG CAP1.8M shares0.03%2026-03-312026-04-28

MSFT MICROSOFT CORP COM119.4K shares1.65%2026-03-312026-04-28

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C137.1K shares-0.85%2026-03-312026-04-28

AMZN AMAZON COM INC COM179.5K shares-0.22%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO COM126.6K shares-0.41%2026-03-312026-04-28

BROADCOM INC COM BROADCOM INC COM118.7K shares-0.76%2026-03-312026-04-28

Sponsored

GEV GE VERNOVA INC COM41.9K shares-3.11%2026-03-312026-04-28

MU MICRON TECHNOLOGY INC COM102.8K shares-12.64%2026-03-312026-04-28

XLE SELECT SECTOR SPDR TR STATE ST520.2K shares-4.29%2026-03-312026-04-28

MS MORGAN STANLEY COM NEW150.2K shares-0.84%2026-03-312026-04-28

V VISA INC COM CL A80.3K shares0.00%2026-03-312026-04-28

JPST J P MORGAN EXCHANGE TRADED FD455.1K shares-5.02%2026-03-312026-04-28

SCHF SCHWAB STRATEGIC TR INTL EQTY866.1K shares0.63%2026-03-312026-04-28

META META PLATFORMS INC CL A34.0K shares1.38%2026-03-312026-04-28

Sponsored

GSIE GOLDMAN SACHS ETF TR ACTIVEBET446.2K shares0.99%2026-03-312026-04-28

WELL WELLTOWER INC COM95.1K shares2.30%2026-03-312026-04-28

IEMG ISHARES INC CORE MSCI EMKT267.0K shares0.38%2026-03-312026-04-28

NFLX NETFLIX INC. COM191.2K shares12.08%2026-03-312026-04-28

LLY ELI LILLY & CO COM19.1K shares5.28%2026-03-312026-04-28

ICE INTERCONTINENTAL EXCHANGE INC99.6K shares-1.13%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC BERKSHIRE HATHAWAY INC32.1K shares-3.45%2026-03-312026-04-28

CW CURTISS WRIGHT CORP COM22.2K shares-1.79%2026-03-312026-04-28

Sponsored

NVDA NVIDIA CORPORATION COM86.1K shares-1.83%2026-03-312026-04-28

JEPI J P MORGAN EXCHANGE TRADED FD258.8K shares-1.87%2026-03-312026-04-28

FLRN SPDR SERIES TRUST STATE STREET448.2K shares-6.03%2026-03-312026-04-28

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A46.6K shares-6.08%2026-03-312026-04-28

SPY SPDR S&P 500 ETF TR TR UNIT20.1K shares-2.11%2026-03-312026-04-28

SCHA SCHWAB STRATEGIC TR US SML CAP439.1K shares0.20%2026-03-312026-04-28

QXO QXO INC COM NEW649.3K shares5.76%2026-03-312026-04-28

IBB ISHARES TR ISHARES BIOTECH74.0K shares0.15%2026-03-312026-04-28

Sponsored

HD HOME DEPOT INC COM36.4K shares-43.94%2026-03-312026-04-28

GFS GLOBALFOUNDRIES INC ORDINARY S268.7K sharesnew addition2026-03-312026-04-28

BLACKSTONE INC COM BLACKSTONE INC COM102.0K shares3.29%2026-03-312026-04-28

SPIB SPDR SERIES TRUST STATE STREET340.8K shares11.50%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON COM46.6K shares-1.28%2026-03-312026-04-28

UNH UNITEDHEALTH GROUP INC COM41.6K shares-2.91%2026-03-312026-04-28

SHW SHERWIN WILLIAMS CO COM34.5K shares0.02%2026-03-312026-04-28

DHR DANAHER CORP DEL COM57.1K shares2.08%2026-03-312026-04-28

Sponsored

CDNS CADENCE DESIGN SYSTEMS INC38.9K shares1.47%2026-03-312026-04-28

JPME J P MORGAN EXCHANGE TRADED FD92.6K shares0.91%2026-03-312026-04-28

CIBR FIRST TR EXCHANGE-TRADED FD II163.5K shares0.62%2026-03-312026-04-28

BKNG BOOKING HOLDINGS INC COM2.4K shares2.41%2026-03-312026-04-28

KTOS KRATOS DEFENSE & SECURITY SOLU144.4K shares-2.63%2026-03-312026-04-28

SYK STRYKER CORPORATION COM30.6K shares0.26%2026-03-312026-04-28

JPSE J P MORGAN EXCHANGE TRADED FD190.7K shares0.37%2026-03-312026-04-28

VMC VULCAN MATLS CO COM36.1K shares-0.35%2026-03-312026-04-28

Sponsored

SPAB SPDR SERIES TRUST STATE STREET381.8K shares13.09%2026-03-312026-04-28

SPGI S&P GLOBAL INC COM22.9K sharesnew addition2026-03-312026-04-28

EVR EVERCORE INC CLASS A31.9K shares3.98%2026-03-312026-04-28

RSG REPUBLIC SVCS INC COM43.4K shares0.41%2026-03-312026-04-28

COST COSTCO WHSL CORP NEW COM9.4K shares-7.99%2026-03-312026-04-28

SOLV SOLVENTUM CORP COM SHS141.7K shares60.20%2026-03-312026-04-28

MNST MONSTER BEVERAGE CORP NEW COM122.8K shares0.87%2026-03-312026-04-28

DIS DISNEY WALT CO COM92.2K shares-0.01%2026-03-312026-04-28

Sponsored

PG PROCTER AND GAMBLE CO COM60.5K shares-1.17%2026-03-312026-04-28

VRSK VERISK ANALYTICS INC COM45.2K shares-4.34%2026-03-312026-04-28

WCN WASTE CONNECTIONS INC COM51.9K shares-0.03%2026-03-312026-04-28

WMT WALMART INC COM62.1K shares-3.40%2026-03-312026-04-28

ABBV ABBVIE INC COM34.9K shares2.17%2026-03-312026-04-28

IAGG ISHARES TR CORE INTL AGGR143.8K shares5.99%2026-03-312026-04-28

TJX TJX COS INC NEW COM44.7K shares-2.40%2026-03-312026-04-28

PEP PEPSICO INC COM46.0K shares-2.65%2026-03-312026-04-28

Sponsored

SPOT SPOTIFY TECHNOLOGY SA14.2K shares-0.86%2026-03-312026-04-28

TMO THERMO FISHER SCIENTIFIC INC C13.7K shares-8.16%2026-03-312026-04-28

NOW SERVICENOW INC COM64.1K shares18.87%2026-03-312026-04-28

ADSK AUTODESK INC COM27.8K shares1.22%2026-03-312026-04-28

JMST J P MORGAN EXCHANGE TRADED FD125.6K shares5.01%2026-03-312026-04-28

XLU SELECT SECTOR SPDR TR STATE ST129.2K shares-0.27%2026-03-312026-04-28

PANW PALO ALTO NETWORKS INC COM35.4K shares-2.10%2026-03-312026-04-28

EMLP FIRST TR EXCHANGE-TRADED FD IV128.7K shares0.10%2026-03-312026-04-28

Sponsored

MCD MCDONALDS CORP COM16.8K shares-4.75%2026-03-312026-04-28

XOM EXXON MOBIL CORP COM30.2K shares-4.20%2026-03-312026-04-28

SCHH SCHWAB STRATEGIC TR US REIT ET229.2K shares2.49%2026-03-312026-04-28

HSY HERSHEY CO COM23.7K shares8.89%2026-03-312026-04-28

CME CME GROUP INC COM16.1K shares-1.71%2026-03-312026-04-28

COMB GRANITESHARES ETF TR BBG COMMD179.2K shares1.80%2026-03-312026-04-28

IWM ISHARES TR RUSSELL 2000 ETF18.2K shares-0.44%2026-03-312026-04-28

GS GOLDMAN SACHS GROUP INC COM5.1K shares-1.61%2026-03-312026-04-28

Sponsored

GLW CORNING INC COM30.7K shares-6.21%2026-03-312026-04-28

FPE FIRST TR EXCH TRADED FD III PF235.3K shares15.37%2026-03-312026-04-28

DGX QUEST DIAGNOSTICS INC COM21.1K shares0.68%2026-03-312026-04-28

LVMUY LVMH MOET HENNESSY LOUIS ADR38.5K shares2.18%2026-03-312026-04-28

CONSTELLATION SOFTWARE INC COM CONSTELLATION SOFTWARE INC COM2.3K shares-8.41%2026-03-312026-04-28

INTU INTUIT COM8.2K shares-65.22%2026-03-312026-04-28

CRH PLC ORD CRH PLC ORD33.3K shares-0.48%2026-03-312026-04-28

HON HONEYWELL INTL INC COM15.5K shares0.90%2026-03-312026-04-28

Sponsored

AMT AMERICAN TOWER CORP19.8K shares-4.73%2026-03-312026-04-28

IVV ISHARES TR CORE S&P500 ETF5.2K shares-0.34%2026-03-312026-04-28

SPHY SPDR SERIES TRUST STATE STREET145.1K shares4.00%2026-03-312026-04-28

HACK AMPLIFY ETF TR AMPLIFY CYBERSE44.0K shares-3.60%2026-03-312026-04-28

BKLN INVESCO EXCHANGE-TRADED FD TR161.5K shares3.39%2026-03-312026-04-28

TE CONNECTIVITY PLC ORD SHS TE CONNECTIVITY PLC ORD SHS14.9K shares-1.24%2026-03-312026-04-28

XLK SELECT SECTOR SPDR TR STATE ST23.5K shares-6.42%2026-03-312026-04-28

APD AIR PRODS & CHEMS INC COM10.5K shares18.01%2026-03-312026-04-28

Sponsored

ROL ROLLINS INC COM56.8K shares1.68%2026-03-312026-04-28

EFA ISHARES TR MSCI EAFE ETF30.3K shares-0.53%2026-03-312026-04-28

MEDTRONIC PLC SHS MEDTRONIC PLC SHS32.0K shares-0.66%2026-03-312026-04-28

COF CAPITAL ONE FINL CORP COM14.7K shares-4.32%2026-03-312026-04-28

CTAS CINTAS CORP COM15.6K shares3.42%2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS VAN F39.7K shares-2.10%2026-03-312026-04-28

EQIX EQUINIX INC COM2.4K shares-1.61%2026-03-312026-04-28

NINTENDO LTD UNSPON ADS NINTENDO LTD UNSPON ADS163.0K shares27.92%2026-03-312026-04-28

Sponsored

WSO WATSCO INC COM6.0K shares-2.40%2026-03-312026-04-28

IWR ISHARES TR RUS MID CAP ETF22.1K shares-0.45%2026-03-312026-04-28

SYY SYSCO CORP COM29.2K shares-0.74%2026-03-312026-04-28

SCHG SCHWAB STRATEGIC TR US LCAP GR69.0K shares0.00%2026-03-312026-04-28

BR BROADRIDGE FINL SOLUTIONS INC12.1K shares0.54%2026-03-312026-04-28

NOC NORTHROP GRUMMAN CORP COM2.7K shares-50.09%2026-03-312026-04-28

BAC BANK AMERICA CORP COM37.5K shares-2.50%2026-03-312026-04-28

AMGN AMGEN INC COM5.1K shares-4.15%2026-03-312026-04-28

Sponsored

GLD SPDR GOLD TR GOLD SHS4.1K shares-1.26%2026-03-312026-04-28

NKE NIKE INC CL B32.8K shares-0.42%2026-03-312026-04-28

ADP AUTOMATIC DATA PROCESSING INC7.8K shares-3.15%2026-03-312026-04-28

CSCO CISCO SYS INC COM20.3K shares-0.32%2026-03-312026-04-28

VO VANGUARD INDEX FDS MID CAP ETF5.4K shares-1.43%2026-03-312026-04-28

DUPONT DE NEMOURS INC COM DUPONT DE NEMOURS INC COM33.1K shares2.33%2026-03-312026-04-28

ROP ROPER TECHNOLOGIES INC COM4.1K shares-80.61%2026-03-312026-04-28

VEU VANGUARD INTL EQUITY INDEX FDS19.5K shares-2.87%2026-03-312026-04-28

Sponsored

IWO ISHARES TR RUS 2000 GRW ETF4.6K shares-0.43%2026-03-312026-04-28

XOP SPDR SERIES TRUST STATE STREET7.9K shares-7.35%2026-03-312026-04-28

APH AMPHENOL CORP NEW CL A11.3K shares-3.20%2026-03-312026-04-28

ABT ABBOTT LABS COM13.8K shares-0.14%2026-03-312026-04-28

XLF SELECT SECTOR SPDR TR STATE ST28.2K shares-1.46%2026-03-312026-04-28

INVESCO QQQ TR UNIT SER 1 INVESCO QQQ TR UNIT SER 12.4K shares0.92%2026-03-312026-04-28

IWF ISHARES TR RUS 1000 GRW ETF3.3K shares-0.73%2026-03-312026-04-28

HLI HOULIHAN LOKEY INC CL A9.6K shares-15.06%2026-03-312026-04-28

Sponsored

CAT CATERPILLAR INC COM1.9K shares0.26%2026-03-312026-04-28

VV VANGUARD INDEX FDS LARGE CAP E4.4K shares-5.09%2026-03-312026-04-28

LMT LOCKHEED MARTIN CORP COM2.1K shares-66.54%2026-03-312026-04-28

VTI VANGUARD INDEX FDS TOTAL STK M3.8K shares-5.24%2026-03-312026-04-28

VWO VANGUARD INTL EQUITY INDEX FDS22.7K shares0.00%2026-03-312026-04-28

XLC SELECT SECTOR SPDR TR STATE ST10.3K shares-11.88%2026-03-312026-04-28

GE AEROSPACE COM NEW GE AEROSPACE COM NEW3.9K shares-0.55%2026-03-312026-04-28

MAA MID-AMER APT CMNTYS INC COM8.9K shares21.77%2026-03-312026-04-28

Sponsored

RTX RTX CORPORATION COM5.5K shares17.79%2026-03-312026-04-28

IJH ISHARES TR CORE S&P MCP ETF15.8K shares-0.75%2026-03-312026-04-28

VRSN VERISIGN INC COM4.3K shares-3.77%2026-03-312026-04-28

CMCSA COMCAST CORP NEW CL A35.9K shares6.29%2026-03-312026-04-28

VGT VANGUARD WORLD FD INF TECH ETF1.5K shares-2.34%2026-03-312026-04-28

EEM ISHARES TR MSCI EMG MKT ETF16.6K shares-1.19%2026-03-312026-04-28

DVY ISHARES TR SELECT DIVID ETF6.2K shares0.00%2026-03-312026-04-28

ISHARES GOLD TRUST ISHARES GOLD TRUST10.4K shares-1.19%2026-03-312026-04-28

Sponsored

WAB WABTEC COM3.6K shares-0.44%2026-03-312026-04-28

VIG VANGUARD SPECIALIZED FUNDS DIV4.2K shares0.72%2026-03-312026-04-28

KO COCA COLA CO COM11.6K shares-4.09%2026-03-312026-04-28

IWP ISHARES TR RUS MD CP GR ETF6.7K shares0.00%2026-03-312026-04-28

CSX CSX CORP COM20.5K shares-0.46%2026-03-312026-04-28

VANGUARD INDEX FDS S&P 500 ETF VANGUARD INDEX FDS S&P 500 ETF1.4K shares5.32%2026-03-312026-04-28

TXN TEXAS INSTRS INC COM4.3K shares-2.72%2026-03-312026-04-28

MDY SPDR S&P MIDCAP 400 ETF TR UTS1.3K shares0.00%2026-03-312026-04-28

Sponsored

VRTX VERTEX PHARMACEUTICALS INC1.8K shares-1.05%2026-03-312026-04-28

QEMM SPDR INDEX SHS FDS MSCI EMRG M11.5K shares-3.16%2026-03-312026-04-28

PFFD GLOBAL X FDS US PFD ETF42.3K shares-23.82%2026-03-312026-04-28

IUSB ISHARES TR CORE UNIVRSL USD16.7K shares0.06%2026-03-312026-04-28

MERCK & CO INC COM MERCK & CO INC COM6.4K shares-12.72%2026-03-312026-04-28

ORCL ORACLE CORP COM5.2K shares-15.44%2026-03-312026-04-28

TT TRANE TECHNOLOGIES PLC SHS1.8K shares3.53%2026-03-312026-04-28

FNDX SCHWAB STRATEGIC TR FUNDAMENTA27.0K shares-7.82%2026-03-312026-04-28

Sponsored

VLO VALERO ENERGY CORP COM3.0K shares-3.96%2026-03-312026-04-28

WFC WELLS FARGO CO NEW COM9.4K shares-12.30%2026-03-312026-04-28

UNP UNION PAC CORP COM3.0K shares-2.67%2026-03-312026-04-28

IBM INTERNATIONAL BUSINESS MACHS C3.0K shares-1.12%2026-03-312026-04-28

GLDM WORLD GOLD TR SPDR GLD MINIS7.8K shares2.66%2026-03-312026-04-28

BRK.A BERKSHIRE HATHAWAY INC1 shares0.00%2026-03-312026-04-28

FNDF SCHWAB STRATEGIC TR FUNDAMENTA14.3K shares-2.44%2026-03-312026-04-28

SCHD SCHWAB STRATEGIC TR US DIVIDEN22.7K shares-0.66%2026-03-312026-04-28

Sponsored

SDY SPDR SERIES TRUST STATE STREET4.7K shares-19.54%2026-03-312026-04-28

ADM ARCHER DANIELS MIDLAND CO COM9.3K shares0.00%2026-03-312026-04-28

DE DEERE & CO COM1.2K shares-3.08%2026-03-312026-04-28

CB CHUBB LIMITED COM1.9K shares-0.82%2026-03-312026-04-28

INTC INTEL CORP COM14.2K shares-13.74%2026-03-312026-04-28

MMM 3M CO COM4.2K shares-1.10%2026-03-312026-04-28

DIA SPDR DOW JONES INDL AVERAGE ET1.3K shares0.00%2026-03-312026-04-28

EFAV ISHARES TR MSCI EAFE MIN VL6.4K shares-0.64%2026-03-312026-04-28

Sponsored

ADBE ADOBE INC COM2.4K shares-28.09%2026-03-312026-04-28

WM WASTE MGMT INC DEL COM2.5K shares-0.78%2026-03-312026-04-28

ESGV VANGUARD WORLD FD ESG US STK E5.1K shares-0.10%2026-03-312026-04-28

TRV TRAVELERS COMPANIES INC COM1.9K shares-9.63%2026-03-312026-04-28

VB VANGUARD INDEX FDS SMALL CP ET2.1K shares-0.80%2026-03-312026-04-28

CVX CHEVRON CORP NEW COM2.6K shares-1.68%2026-03-312026-04-28

YUM YUM BRANDS INC COM3.5K shares-2.96%2026-03-312026-04-28

AFL AFLAC INC COM4.9K shares0.00%2026-03-312026-04-28

Sponsored

IEFA ISHARES TR CORE MSCI EAFE5.6K shares2.08%2026-03-312026-04-28

IGV ISHARES EXPANDED TECH-SOFTWARE6.3K sharesnew addition2026-03-312026-04-28

IJR ISHARES TR CORE S&P SCP ETF4.1K shares-0.42%2026-03-312026-04-28

IWN ISHARES TR RUS 2000 VAL ETF2.7K shares0.00%2026-03-312026-04-28

SBUX STARBUCKS CORP COM5.4K shares-4.08%2026-03-312026-04-28

ITW ILLINOIS TOOL WKS INC COM1.8K shares-1.60%2026-03-312026-04-28

EOG EOG RES INC COM3.3K shares0.00%2026-03-312026-04-28

T AT&T INC COM16.0K shares-15.69%2026-03-312026-04-28

Sponsored

JUST GOLDMAN SACHS ETF TR JUST US L4.9K shares-0.31%2026-03-312026-04-28

WEC ENERGY GROUP INC COM WEC ENERGY GROUP INC COM3.8K shares0.00%2026-03-312026-04-28

MDLZ MONDELEZ INTL INC CL A7.5K shares-27.18%2026-03-312026-04-28

IWS ISHARES TR RUS MDCP VAL ETF2.9K shares-0.34%2026-03-312026-04-28

ACWV ISHARES INC MSCI GBL MIN VOL3.6K shares0.00%2026-03-312026-04-28

CHD CHURCH & DWIGHT CO INC COM4.6K shares0.00%2026-03-312026-04-28

SAMG SILVERCREST ASSET MGMT GROUP I31.6K shares0.00%2026-03-312026-04-28

THE CIGNA GROUP COM THE CIGNA GROUP COM1.6K shares0.00%2026-03-312026-04-28

Sponsored

ESGD ISHARES TR ESG AW MSCI EAFE4.4K shares-5.96%2026-03-312026-04-28

TMUS T-MOBILE US INC COM2.0K shares-0.40%2026-03-312026-04-28

VZ VERIZON COMMUNICATIONS INC COM8.1K shares-24.35%2026-03-312026-04-28

XLP SELECT SECTOR SPDR TR STATE ST4.9K shares-8.79%2026-03-312026-04-28

SCHE SCHWAB STRATEGIC TR EMRG MKTEQ12.3K shares3.27%2026-03-312026-04-28

PGR PROGRESSIVE CORP COM2.0K shares-0.30%2026-03-312026-04-28

IYE ISHARES TR U.S. ENERGY ETF6.1K shares0.00%2026-03-312026-04-28

SCHB SCHWAB STRATEGIC TR US BRD MKT15.7K shares-2.42%2026-03-312026-04-28

Sponsored

VUG VANGUARD INDEX FDS GROWTH ETF899 shares0.00%2026-03-312026-04-28

ORLY OREILLY AUTOMOTIVE INC COM4.1K shares-1.66%2026-03-312026-04-28

VTV VANGUARD INDEX FDS VALUE ETF1.9K shares-1.94%2026-03-312026-04-28

FNDA SCHWAB STRATEGIC TR FUNDAMENTA11.6K shares-1.89%2026-03-312026-04-28

CRM SALESFORCE INC COM2.0K shares-3.73%2026-03-312026-04-28

NEE NEXTERA ENERGY INC COM3.9K shares-2.25%2026-03-312026-04-28

JEPQ J P MORGAN EXCHANGE TRADED FD6.3K shares16.54%2026-03-312026-04-28

IWD ISHARES TR RUS 1000 VAL ETF1.6K shares0.00%2026-03-312026-04-28

Sponsored

BA BOEING CO COM1.8K shares0.75%2026-03-312026-04-28

QNITY ELECTRONICS INC COMMON S QNITY ELECTRONICS INC COMMON S3.0K shares-20.74%2026-03-312026-04-28

VBR VANGUARD INDEX FDS SM CP VAL E1.6K shares0.00%2026-03-312026-04-28

ACCENTURE PLC IRELAND SHS CLAS ACCENTURE PLC IRELAND SHS CLAS1.7K shares-37.27%2026-03-312026-04-28

VYM VANGUARD WHITEHALL FDS HIGH DI2.3K shares0.00%2026-03-312026-04-28

SATS ECHOSTAR CORP CL A2.9K sharesnew addition2026-03-312026-04-28

ITOT ISHARES TR CORE S&P TTL STK2.4K shares-9.84%2026-03-312026-04-28

VSS VANGUARD INTL EQUITY INDEX FDS2.3K shares-39.84%2026-03-312026-04-28

Sponsored

SO SOUTHERN CO COM3.4K shares0.00%2026-03-312026-04-28

EEMV ISHARES INC MSCI EMERG MRKT5.0K shares0.00%2026-03-312026-04-28

NUE NUCOR CORP COM1.9K shares0.00%2026-03-312026-04-28

CARR CARRIER GLOBAL CORPORATION COM5.6K sharesnew addition2026-03-312026-04-28

BN BROOKFIELD CORP CL A LTD VT SH7.8K shares0.00%2026-03-312026-04-28

HERO GLOBAL X FDS VDEO GAM ESPRT12.2K shares0.00%2026-03-312026-04-28

INVESCO EXCHANGE TRADED FD TR INVESCO EXCHANGE TRADED FD TR1.6K shares5.19%2026-03-312026-04-28

CTVA CORTEVA INC COM3.7K shares1.15%2026-03-312026-04-28

Sponsored

CL COLGATE PALMOLIVE CO COM3.6K shares-11.91%2026-03-312026-04-28

IVE ISHARES TR S&P 500 VAL ETF1.4K shares0.00%2026-03-312026-04-28

VHT VANGUARD WORLD FD HEALTH CAR E1.1K shares5.67%2026-03-312026-04-28

TSLA TESLA INC COM787 shares-8.28%2026-03-312026-04-28

DRI DARDEN RESTAURANTS INC1.5K shares-25.68%2026-03-312026-04-28

SHEL SHELL PLC SPON ADS3.1K shares0.00%2026-03-312026-04-28

FBTC FIDELITY WISE ORIGIN BITCOIN F4.9K shares7.39%2026-03-312026-04-28

PROFESIONALLY MANAGED PORTFOLI PROFESIONALLY MANAGED PORTFOLI5.3K shares0.00%2026-03-312026-04-28

Sponsored

FNDE SCHWAB STRATEGIC TR FUNDAMENTA7.3K shares0.00%2026-03-312026-04-28

F FORD MTR CO COM22.5K shares-2.14%2026-03-312026-04-28

DON WISDOMTREE TR US MIDCAP DIVID4.7K shares0.00%2026-03-312026-04-28

SCHM SCHWAB STRATEGIC TR US MID-CAP7.8K shares0.00%2026-03-312026-04-28

NVT NVENT ELECTRIC PLC SHS2.0K shares-3.54%2026-03-312026-04-28

FTV FORTIVE CORP COM4.4K shares-4.69%2026-03-312026-04-28

XLB SELECT SECTOR SPDR TR STATE ST4.8K shares8.87%2026-03-312026-04-28

YUMC YUM CHINA HLDGS INC COM4.8K shares0.00%2026-03-312026-04-28

Sponsored

PFE PFIZER INC COM8.1K shares-3.87%2026-03-312026-04-28

LOW LOWES COS INC COM954 shares-1.04%2026-03-312026-04-28

EXPE EXPEDIA GROUP INC COM NEW970 shares-2.02%2026-03-312026-04-28

CBT CABOT CORP COM3.0K sharesnew addition2026-03-312026-04-28

GPIX GOLDMAN SACHS ETF TR S&P 500 P4.5K sharesnew addition2026-03-312026-04-28

VGK VANGUARD INTL EQUITY INDEX FDS2.7K shares9.59%2026-03-312026-04-28

SPXE PROSHARES TR SP500 EX ENRGY3.1K shares-6.17%2026-03-312026-04-28

NTRS NORTHERN TR CORP COM1.5K shares0.00%2026-03-312026-04-28

Sponsored

SCHV SCHWAB STRATEGIC TR US LCAP VA7.0K shares0.00%2026-03-312026-04-28

INVESCO EXCH TRADED FD TR II S INVESCO EXCH TRADED FD TR II S2.9K shares0.00%2026-03-312026-04-28

AON PLC SHS CL A AON PLC SHS CL A645 shares0.00%2026-03-312026-04-28

AME AMETEK INC COM967 sharesnew addition2026-03-312026-04-28

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.0K sharesnew addition2026-03-312026-04-28

CLIFTON MNG CO COM CLIFTON MNG CO COM25.0K shares0.00%2026-03-312026-04-28

AAPL

APPLE INC COM

-1.49%

Shares336.6K

Event2026-03-31

Filed2026-04-28

GSLC

GOLDMAN SACHS ETF TR ACTIVEBET

-0.63%

Shares420.4K

Event2026-03-31

Filed2026-04-28

SCHX

SCHWAB STRATEGIC TR US LRG CAP

0.03%

Shares1.8M

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP COM

1.65%

Shares119.4K

Event2026-03-31

Filed2026-04-28

ALPHABET INC CAP STK CL C

-0.85%

Shares137.1K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC COM

-0.22%

Shares179.5K

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO COM

-0.41%

Shares126.6K

Event2026-03-31

Filed2026-04-28

BROADCOM INC COM

-0.76%

Shares118.7K

Event2026-03-31

Filed2026-04-28

GEV

GE VERNOVA INC COM

-3.11%

Shares41.9K

Event2026-03-31

Filed2026-04-28

MICRON TECHNOLOGY INC COM

-12.64%

Shares102.8K

Event2026-03-31

Filed2026-04-28

XLE

SELECT SECTOR SPDR TR STATE ST

-4.29%

Shares520.2K

Event2026-03-31

Filed2026-04-28

MORGAN STANLEY COM NEW

-0.84%

Shares150.2K

Event2026-03-31

Filed2026-04-28

VISA INC COM CL A

0.00%

Shares80.3K

Event2026-03-31

Filed2026-04-28

JPST

J P MORGAN EXCHANGE TRADED FD

-5.02%

Shares455.1K

Event2026-03-31

Filed2026-04-28

SCHF

SCHWAB STRATEGIC TR INTL EQTY

0.63%

Shares866.1K

Event2026-03-31

Filed2026-04-28