Sponsored

The Analysis of Aspen Investment Management Inc's Holdings & P&L

Currently, Aspen Investment Management Inc holds 171 types of securities in its portfolio with a total value $326.5K. In the most recent quarter, they have increased their positions in SGOV (+17.4K shares, valued at $1.8K), SCHD (+38.9K shares, valued at $1.2K), BMY (+13.1K shares, valued at $796.140022699567); decreased their positions in AAPL (-9.6K shares, valued at $2.4K), GLD (-2.3K shares, valued at $987.3837209302326), BSCQ (-42.0K shares, valued at $819.296511323814); initiated new positions in SGOV (+17.4K shares, valued at $1.8K), MRNA (+11.4K shares, valued at $579), XBI (+2.5K shares, valued at $316).

1M P&L

+8.9M+2.85%

3M P&L

+2.9M+0.93%

HY P&L

+19.5M+6.51%

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/A156.3K

53.1%

2Drug Manufacturers - General15.3K

5.2%

3Software - Infrastructure10.7K

3.6%

Top Industries by Stock Count

1N/A74 stocks

47.7%

2Drug Manufacturers - General7 stocks

4.5%

3Banks - Diversified4 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T35.9K shares0.76%2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T65.7K shares4.35%2026-03-312026-04-15

IWM ISHARES TR38.6K shares0.72%2026-03-312026-04-15

IEFA ISHARES TR104.0K shares1.45%2026-03-312026-04-15

AAPL APPLE INC33.8K shares-22.15%2026-03-312026-04-15

MSFT MICROSOFT CORP22.8K shares-4.86%2026-03-312026-04-15

IGIB ISHARES TR157.5K shares4.66%2026-03-312026-04-15

IGSB ISHARES TR152.0K shares5.16%2026-03-312026-04-15

Sponsored

VIG VANGUARD SPECIALIZED FUNDS29.2K shares-0.66%2026-03-312026-04-15

GS GOLDMAN SACHS GROUP INC7.2K shares0.06%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO20.5K shares-0.80%2026-03-312026-04-15

ALPHABET INC ALPHABET INC20.8K shares-0.46%2026-03-312026-04-15

WMT WALMART INC43.2K shares-1.16%2026-03-312026-04-15

VTI VANGUARD INDEX FDS14.4K shares-0.95%2026-03-312026-04-15

GLW CORNING INC33.0K shares0.01%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON18.2K shares-0.08%2026-03-312026-04-15

Sponsored

FPE FIRST TR EXCH TRADED FD III247.2K shares-0.30%2026-03-312026-04-15

AMZN AMAZON COM INC19.2K shares7.47%2026-03-312026-04-15

NVDA NVIDIA CORPORATION21.6K shares-4.03%2026-03-312026-04-15

BSCR INVESCO EXCH TRD SLF IDX FD190.6K shares-0.73%2026-03-312026-04-15

IVV ISHARES TR5.7K shares2.41%2026-03-312026-04-15

XLE SELECT SECTOR SPDR TR59.2K shares-4.16%2026-03-312026-04-15

BSCS INVESCO EXCH TRD SLF IDX FD163.3K shares-0.26%2026-03-312026-04-15

FTSL FIRST TR EXCHANGE-TRADED FD73.2K shares-1.54%2026-03-312026-04-15

Sponsored

LLY ELI LILLY & CO3.2K shares2.98%2026-03-312026-04-15

ABBV ABBVIE INC13.3K shares3.93%2026-03-312026-04-15

SCHD SCHWAB STRATEGIC TR93.1K shares71.62%2026-03-312026-04-15

BSCT INVESCO EXCH TRD SLF IDX FD151.2K shares0.38%2026-03-312026-04-15

SPYI NEOS ETF TRUST56.9K shares2.05%2026-03-312026-04-15

AMGN AMGEN INC7.7K shares3.26%2026-03-312026-04-15

XLU SELECT SECTOR SPDR TR57.5K shares-0.12%2026-03-312026-04-15

HYS PIMCO ETF TR28.1K shares0.07%2026-03-312026-04-15

Sponsored

CVX CHEVRON CORPORATION12.4K shares0.36%2026-03-312026-04-15

XOM EXXON MOBIL CORP15.1K shares-5.95%2026-03-312026-04-15

CAT CATERPILLAR INC3.5K shares-8.35%2026-03-312026-04-15

PEP PEPSICO INC16.1K shares-0.16%2026-03-312026-04-15

SCHW SCHWAB CHARLES CORP25.3K shares2.25%2026-03-312026-04-15

SCHA SCHWAB STRATEGIC TR80.6K shares0.04%2026-03-312026-04-15

PG PROCTER & GAMBLE CO16.0K shares-0.13%2026-03-312026-04-15

SYK STRYKER CORPORATION6.8K shares0.12%2026-03-312026-04-15

Sponsored

V VISA INC7.4K shares0.07%2026-03-312026-04-15

TT TRANE TECHNOLOGIES PLC5.3K shares0.80%2026-03-312026-04-15

SCHX SCHWAB STRATEGIC TR85.7K shares9.23%2026-03-312026-04-15

HD HOME DEPOT INC6.4K shares0.47%2026-03-312026-04-15

ICE INTERCONTINENTAL EXCHANGE IN13.3K shares0.23%2026-03-312026-04-15

DES WISDOMTREE TR57.8K shares-0.26%2026-03-312026-04-15

GLD SPDR GOLD TR4.8K shares-32.27%2026-03-312026-04-15

KO COCA COLA CO27.1K shares28.59%2026-03-312026-04-15

Sponsored

WM WASTE MGMT INC DEL8.9K shares0.34%2026-03-312026-04-15

PWR QUANTA SVCS INC3.7K shares2.67%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR3.5K shares-20.15%2026-03-312026-04-15

PLTR PALANTIR TECHNOLOGIES INC13.6K shares-2.45%2026-03-312026-04-15

JCI JOHNSON CONTROLS INTERNATION14.8K shares0.00%2026-03-312026-04-15

IWB ISHARES TR5.4K shares0.06%2026-03-312026-04-15

VNQ VANGUARD INDEX FDS21.3K shares6.20%2026-03-312026-04-15

TLTW ISHARES TR83.5K shares28.56%2026-03-312026-04-15

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD95.6K shares-30.50%2026-03-312026-04-15

CSX CSX CORP45.5K shares-1.99%2026-03-312026-04-15

SCHF SCHWAB STRATEGIC TR75.1K shares-0.53%2026-03-312026-04-15

CSCO CISCO SYS INC23.6K shares0.44%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS7.3K shares3.15%2026-03-312026-04-15

ALPHABET INC ALPHABET INC6.1K shares0.00%2026-03-312026-04-15

SGOV ISHARES TR17.4K sharesnew addition2026-03-312026-04-15

JEPI J P MORGAN EXCHANGE TRADED F30.4K shares18.38%2026-03-312026-04-15

Sponsored

BAC BANK AMERICA CORP34.7K shares8.73%2026-03-312026-04-15

WMB WILLIAMS COS INC23.2K shares2.53%2026-03-312026-04-15

HOOD ROBINHOOD MKTS INC23.7K shares2.93%2026-03-312026-04-15

MU MICRON TECHNOLOGY INC4.7K shares0.04%2026-03-312026-04-15

ITW ILLINOIS TOOL WKS INC5.9K shares-0.74%2026-03-312026-04-15

VO VANGUARD INDEX FDS5.3K shares0.02%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION1.5K shares2.54%2026-03-312026-04-15

NEE NEXTERA ENERGY INC16.1K shares4.34%2026-03-312026-04-15

Sponsored

VOX VANGUARD WORLD FD8.1K shares0.00%2026-03-312026-04-15

BMY BRISTOL-MYERS SQUIBB CO23.8K shares123.08%2026-03-312026-04-15

XLI SELECT SECTOR SPDR TR8.6K shares-1.54%2026-03-312026-04-15

VWO VANGUARD INTL EQUITY INDEX F25.4K shares9.69%2026-03-312026-04-15

EATON CORP PLC EATON CORP PLC3.6K shares0.92%2026-03-312026-04-15

VYM VANGUARD WHITEHALL FDS8.7K shares-0.23%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS2.1K shares8.55%2026-03-312026-04-15

MCD MCDONALDS CORP4.1K shares0.00%2026-03-312026-04-15

Sponsored

EFA ISHARES TR12.9K shares1.76%2026-03-312026-04-15

ABT ABBOTT LABORATORIES12.1K shares-9.05%2026-03-312026-04-15

BK BANK NEW YORK MELLON CORP10.4K shares-0.81%2026-03-312026-04-15

AXP AMERICAN EXPRESS CO3.9K shares2.37%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.4K shares-5.31%2026-03-312026-04-15

LMT LOCKHEED MARTIN CORP1.8K shares0.00%2026-03-312026-04-15

FICO FAIR ISAAC CORP1.0K shares-2.33%2026-03-312026-04-15

VV VANGUARD INDEX FDS3.5K shares-9.00%2026-03-312026-04-15

Sponsored

IEMG ISHARES INC14.6K shares16.53%2026-03-312026-04-15

GE AEROSPACE GE AEROSPACE3.6K shares15.40%2026-03-312026-04-15

SCHC SCHWAB STRATEGIC TR21.6K shares2.89%2026-03-312026-04-15

QLTY GMO ETF TRUST27.8K shares4.55%2026-03-312026-04-15

ADP AUTOMATIC DATA PROCESSING IN4.9K shares-2.31%2026-03-312026-04-15

XLK SELECT SECTOR SPDR TR7.0K shares0.55%2026-03-312026-04-15

WFC WELLS FARGO & CO10.8K shares0.93%2026-03-312026-04-15

MDLZ MONDELEZ INTL INC14.7K shares-0.25%2026-03-312026-04-15

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC8.5K shares8.37%2026-03-312026-04-15

EW EDWARDS LIFESCIENCES CORP10.5K shares0.67%2026-03-312026-04-15

XLV SELECT SECTOR SPDR TR5.3K shares79.89%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC6.3K shares5.53%2026-03-312026-04-15

SCHE SCHWAB STRATEGIC TR22.5K shares2.27%2026-03-312026-04-15

IJH ISHARES TR10.8K shares9.97%2026-03-312026-04-15

CMF ISHARES TR12.4K shares0.00%2026-03-312026-04-15

TXN TEXAS INSTRS INC3.6K shares0.00%2026-03-312026-04-15

Sponsored

BSX BOSTON SCIENTIFIC CORP11.1K shares-4.83%2026-03-312026-04-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.2K shares0.52%2026-03-312026-04-15

SMH VANECK ETF TRUST1.8K shares-2.77%2026-03-312026-04-15

SCHM SCHWAB STRATEGIC TR21.2K shares-1.81%2026-03-312026-04-15

MPC MARATHON PETE CORP2.7K shares2.29%2026-03-312026-04-15

BROADCOM INC BROADCOM INC2.1K shares-9.64%2026-03-312026-04-15

COP CONOCOPHILLIPS4.9K shares0.00%2026-03-312026-04-15

EMLP FIRST TR EXCHANGE-TRADED FD14.7K shares0.00%2026-03-312026-04-15

Sponsored

VGT VANGUARD WORLD FD909 shares0.11%2026-03-312026-04-15

HBAN HUNTINGTON BANCSHARES INC39.8K shares-1.46%2026-03-312026-04-15

CIBR FIRST TR EXCHANGE-TRADED FD9.6K shares8.30%2026-03-312026-04-15

IYW ISHARES TR3.2K shares0.47%2026-03-312026-04-15

UNM UNUM GROUP8.0K shares-4.20%2026-03-312026-04-15

MRNA MODERNA INC11.4K sharesnew addition2026-03-312026-04-15

GEV GE VERNOVA INC658 shares25.81%2026-03-312026-04-15

NVS NOVARTIS AG3.7K shares-1.42%2026-03-312026-04-15

Sponsored

INTC INTEL CORP12.9K shares-0.31%2026-03-312026-04-15

MEDTRONIC PLC MEDTRONIC PLC6.5K shares-1.88%2026-03-312026-04-15

META META PLATFORMS INC982 shares-6.12%2026-03-312026-04-15

BCI ABRDN ETFS22.6K shares-0.53%2026-03-312026-04-15

CITIGROUP INC CITIGROUP INC4.8K shares29.55%2026-03-312026-04-15

PYPL PAYPAL HLDGS INC12.1K shares-8.27%2026-03-312026-04-15

OEF ISHARES TR1.7K shares0.71%2026-03-312026-04-15

IWF ISHARES TR1.2K shares0.00%2026-03-312026-04-15

Sponsored

IVW ISHARES TR4.6K shares1.23%2026-03-312026-04-15

DE DEERE & CO925 shares0.00%2026-03-312026-04-15

SCHG SCHWAB STRATEGIC TR17.9K shares0.12%2026-03-312026-04-15

AIG AMERICAN INTL GROUP INC6.9K shares-3.41%2026-03-312026-04-15

DON WISDOMTREE TR9.6K shares0.00%2026-03-312026-04-15

YOU CLEAR SECURE INC10.2K shares5.17%2026-03-312026-04-15

ISHARES GOLD TR ISHARES GOLD TR5.4K shares0.00%2026-03-312026-04-15

IRM IRON MTN INC DEL4.5K shares3.55%2026-03-312026-04-15

Sponsored

IGPT INVESCO EXCHANGE TRADED FD T7.8K shares4.22%2026-03-312026-04-15

SBUX STARBUCKS CORP5.0K shares2.03%2026-03-312026-04-15

ETD ETHAN ALLEN INTERIORS INC20.1K shares-0.98%2026-03-312026-04-15

SLV ISHARES SILVER TR6.5K shares-50.48%2026-03-312026-04-15

TRV TRAVELERS COMPANIES INC1.4K shares0.00%2026-03-312026-04-15

XLF SELECT SECTOR SPDR TR7.9K shares9.92%2026-03-312026-04-15

GMOI GMO ETF TRUST10.7K shares-14.90%2026-03-312026-04-15

DEM WISDOMTREE TR7.4K shares-8.90%2026-03-312026-04-15

Sponsored

HCA HCA HEALTHCARE INC764 shares2.00%2026-03-312026-04-15

VTV VANGUARD INDEX FDS1.8K shares0.83%2026-03-312026-04-15

IWP ISHARES TR2.6K shares0.00%2026-03-312026-04-15

XSD SPDR SERIES TRUST1.0K shares0.10%2026-03-312026-04-15

URA GLOBAL X FDS7.0K shares-8.25%2026-03-312026-04-15

IVE ISHARES TR1.5K shares1.45%2026-03-312026-04-15

UBER UBER TECHNOLOGIES INC4.5K shares-20.63%2026-03-312026-04-15

VIGI VANGUARD WHITEHALL FDS3.7K shares-10.09%2026-03-312026-04-15

Sponsored

MSI MOTOROLA SOLUTIONS INC740 shares7.25%2026-03-312026-04-15

XBI SPDR SERIES TRUST2.5K sharesnew addition2026-03-312026-04-15

EBAY EBAY INC.3.4K shares-44.29%2026-03-312026-04-15

GMOV GMO ETF TRUST10.9K shares-10.12%2026-03-312026-04-15

BLACKSTONE INC BLACKSTONE INC2.6K shares0.00%2026-03-312026-04-15

JEPQ J P MORGAN EXCHANGE TRADED F5.3K sharesnew addition2026-03-312026-04-15

PANW PALO ALTO NETWORKS INC1.8K shares-20.66%2026-03-312026-04-15

MDY STATE STR SPDR S&P MIDCAP 40463 shares0.00%2026-03-312026-04-15

Sponsored

SCHV SCHWAB STRATEGIC TR9.0K shares0.08%2026-03-312026-04-15

IHDG WISDOMTREE TR5.7K shares0.00%2026-03-312026-04-15

PFE PFIZER INC9.5K shares-4.06%2026-03-312026-04-15

IWR ISHARES TR2.7K shares0.00%2026-03-312026-04-15

CLX CLOROX CO DEL2.5K shares0.00%2026-03-312026-04-15

DIS DISNEY WALT CO2.6K shares0.00%2026-03-312026-04-15

NTRS NORTHERN TR CORP1.6K shares-7.10%2026-03-312026-04-15

HSIC SCHEIN HENRY INC3.0K shares0.00%2026-03-312026-04-15

Sponsored

OHI OMEGA HEALTHCARE INVS INC4.8K shares0.00%2026-03-312026-04-15

SHW SHERWIN WILLIAMS CO650 shares0.00%2026-03-312026-04-15

RSG REPUBLIC SVCS INC945 sharesnew addition2026-03-312026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

0.76%

Shares35.9K

Event2026-03-31

Filed2026-04-15

INVESCO EXCHANGE TRADED FD T

4.35%

Shares65.7K

Event2026-03-31

Filed2026-04-15

IWM

ISHARES TR

0.72%

Shares38.6K

Event2026-03-31

Filed2026-04-15

IEFA

ISHARES TR

1.45%

Shares104.0K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-22.15%

Shares33.8K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

-4.86%

Shares22.8K

Event2026-03-31

Filed2026-04-15

IGIB

ISHARES TR

4.66%

Shares157.5K

Event2026-03-31

Filed2026-04-15

IGSB

ISHARES TR

5.16%

Shares152.0K

Event2026-03-31

Filed2026-04-15

VIG

VANGUARD SPECIALIZED FUNDS

-0.66%

Shares29.2K

Event2026-03-31

Filed2026-04-15

GOLDMAN SACHS GROUP INC

0.06%

Shares7.2K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

-0.80%

Shares20.5K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-0.46%

Shares20.8K

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

-1.16%

Shares43.2K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

-0.95%

Shares14.4K

Event2026-03-31

Filed2026-04-15

GLW

CORNING INC

0.01%

Shares33.0K

Event2026-03-31

Filed2026-04-15

JNJ

JOHNSON & JOHNSON

-0.08%

Shares18.2K

Event2026-03-31

Filed2026-04-15

FPE

FIRST TR EXCH TRADED FD III

-0.30%

Shares247.2K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

7.47%

Shares19.2K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

-4.03%

Shares21.6K

Event2026-03-31

Filed2026-04-15

BSCR

INVESCO EXCH TRD SLF IDX FD

-0.73%

Shares190.6K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

2.41%

Shares5.7K

Event2026-03-31

Filed2026-04-15

XLE

SELECT SECTOR SPDR TR

-4.16%

Shares59.2K

Event2026-03-31

Filed2026-04-15

BSCS

INVESCO EXCH TRD SLF IDX FD

-0.26%

Shares163.3K

Event2026-03-31

Filed2026-04-15

FTSL

FIRST TR EXCHANGE-TRADED FD

-1.54%

Shares73.2K

Event2026-03-31

Filed2026-04-15

LLY

ELI LILLY & CO

2.98%

Shares3.2K

Event2026-03-31

Filed2026-04-15

ABBV

ABBVIE INC

3.93%

Shares13.3K

Event2026-03-31

Filed2026-04-15

SCHD

SCHWAB STRATEGIC TR

71.62%

Shares93.1K

Event2026-03-31

Filed2026-04-15

BSCT

INVESCO EXCH TRD SLF IDX FD

0.38%

Shares151.2K

Event2026-03-31

Filed2026-04-15

SPYI

NEOS ETF TRUST

2.05%

Shares56.9K

Event2026-03-31

Filed2026-04-15

AMGN

AMGEN INC

3.26%

Shares7.7K

Event2026-03-31

Filed2026-04-15

XLU

SELECT SECTOR SPDR TR

-0.12%

Shares57.5K

Event2026-03-31

Filed2026-04-15

HYS

PIMCO ETF TR

0.07%

Shares28.1K

Event2026-03-31

Filed2026-04-15

CVX

CHEVRON CORPORATION

0.36%

Shares12.4K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

-5.95%

Shares15.1K

Event2026-03-31

Filed2026-04-15

CAT

CATERPILLAR INC

-8.35%

Shares3.5K

Event2026-03-31

Filed2026-04-15

PEP

PEPSICO INC

-0.16%

Shares16.1K

Event2026-03-31

Filed2026-04-15

SCHW

SCHWAB CHARLES CORP

2.25%

Shares25.3K

Event2026-03-31

Filed2026-04-15

SCHA

SCHWAB STRATEGIC TR

0.04%

Shares80.6K

Event2026-03-31

Filed2026-04-15

PROCTER & GAMBLE CO

-0.13%

Shares16.0K

Event2026-03-31

Filed2026-04-15

SYK

STRYKER CORPORATION

0.12%

Shares6.8K

Event2026-03-31

Filed2026-04-15

VISA INC

0.07%

Shares7.4K

Event2026-03-31

Filed2026-04-15

TRANE TECHNOLOGIES PLC

0.80%

Shares5.3K

Event2026-03-31

Filed2026-04-15

SCHX

SCHWAB STRATEGIC TR

9.23%

Shares85.7K

Event2026-03-31

Filed2026-04-15

HOME DEPOT INC

0.47%

Shares6.4K

Event2026-03-31

Filed2026-04-15

ICE

INTERCONTINENTAL EXCHANGE IN

0.23%

Shares13.3K

Event2026-03-31

Filed2026-04-15

DES

WISDOMTREE TR

-0.26%

Shares57.8K

Event2026-03-31

Filed2026-04-15

GLD

SPDR GOLD TR

-32.27%

Shares4.8K

Event2026-03-31

Filed2026-04-15

COCA COLA CO

28.59%

Shares27.1K

Event2026-03-31

Filed2026-04-15

WASTE MGMT INC DEL

0.34%

Shares8.9K

Event2026-03-31

Filed2026-04-15

PWR

QUANTA SVCS INC

2.67%

Shares3.7K

Event2026-03-31

Filed2026-04-15

INVESCO QQQ TR

-20.15%

Shares3.5K

Event2026-03-31

Filed2026-04-15

PLTR

PALANTIR TECHNOLOGIES INC

-2.45%

Shares13.6K

Event2026-03-31

Filed2026-04-15

JCI

JOHNSON CONTROLS INTERNATION

0.00%

Shares14.8K

Event2026-03-31

Filed2026-04-15

IWB

ISHARES TR

0.06%

Shares5.4K

Event2026-03-31

Filed2026-04-15

VNQ

VANGUARD INDEX FDS

6.20%

Shares21.3K

Event2026-03-31

Filed2026-04-15

TLTW

ISHARES TR

28.56%

Shares83.5K

Event2026-03-31

Filed2026-04-15

BSCQ

INVESCO EXCH TRD SLF IDX FD

-30.50%

Shares95.6K

Event2026-03-31

Filed2026-04-15

CSX

CSX CORP

-1.99%

Shares45.5K

Event2026-03-31

Filed2026-04-15

SCHF

SCHWAB STRATEGIC TR

-0.53%

Shares75.1K

Event2026-03-31

Filed2026-04-15

CSCO

CISCO SYS INC

0.44%

Shares23.6K

Event2026-03-31

Filed2026-04-15

IBM

INTERNATIONAL BUSINESS MACHS

3.15%

Shares7.3K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-15

SGOV

ISHARES TR

New

Shares17.4K

Event2026-03-31

Filed2026-04-15

JEPI

J P MORGAN EXCHANGE TRADED F

18.38%

Shares30.4K

Event2026-03-31

Filed2026-04-15

BAC

BANK AMERICA CORP

8.73%

Shares34.7K

Event2026-03-31

Filed2026-04-15

WMB

WILLIAMS COS INC

2.53%

Shares23.2K

Event2026-03-31

Filed2026-04-15

HOOD

ROBINHOOD MKTS INC

2.93%

Shares23.7K

Event2026-03-31

Filed2026-04-15

MICRON TECHNOLOGY INC

0.04%

Shares4.7K

Event2026-03-31

Filed2026-04-15

ITW

ILLINOIS TOOL WKS INC

-0.74%

Shares5.9K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

0.02%

Shares5.3K

Event2026-03-31

Filed2026-04-15

COST

COSTCO WHOLESALE CORPORATION

2.54%

Shares1.5K

Event2026-03-31

Filed2026-04-15

NEE

NEXTERA ENERGY INC

4.34%

Shares16.1K

Event2026-03-31

Filed2026-04-15

VOX

VANGUARD WORLD FD

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-15

BMY

BRISTOL-MYERS SQUIBB CO

123.08%

Shares23.8K

Event2026-03-31

Filed2026-04-15

XLI

SELECT SECTOR SPDR TR

-1.54%

Shares8.6K

Event2026-03-31

Filed2026-04-15

VWO

VANGUARD INTL EQUITY INDEX F

9.69%

Shares25.4K

Event2026-03-31

Filed2026-04-15

EATON CORP PLC

0.92%

Shares3.6K

Event2026-03-31

Filed2026-04-15

VYM

VANGUARD WHITEHALL FDS

-0.23%

Shares8.7K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

8.55%

Shares2.1K

Event2026-03-31

Filed2026-04-15

MCD

MCDONALDS CORP

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-15

EFA

ISHARES TR

1.76%

Shares12.9K

Event2026-03-31

Filed2026-04-15

ABT

ABBOTT LABORATORIES

-9.05%

Shares12.1K

Event2026-03-31

Filed2026-04-15

BANK NEW YORK MELLON CORP

-0.81%

Shares10.4K

Event2026-03-31

Filed2026-04-15

AXP

AMERICAN EXPRESS CO

2.37%

Shares3.9K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

-5.31%

Shares2.4K

Event2026-03-31

Filed2026-04-15

LMT

LOCKHEED MARTIN CORP

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-15

FICO

FAIR ISAAC CORP

-2.33%

Shares1.0K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-9.00%

Shares3.5K

Event2026-03-31

Filed2026-04-15

IEMG

ISHARES INC

16.53%

Shares14.6K

Event2026-03-31

Filed2026-04-15

GE AEROSPACE

15.40%

Shares3.6K

Event2026-03-31

Filed2026-04-15

SCHC

SCHWAB STRATEGIC TR

2.89%

Shares21.6K

Event2026-03-31

Filed2026-04-15

QLTY

GMO ETF TRUST

4.55%

Shares27.8K

Event2026-03-31

Filed2026-04-15

ADP

AUTOMATIC DATA PROCESSING IN

-2.31%

Shares4.9K

Event2026-03-31

Filed2026-04-15

XLK

SELECT SECTOR SPDR TR

0.55%

Shares7.0K

Event2026-03-31

Filed2026-04-15

WFC

WELLS FARGO & CO

0.93%

Shares10.8K

Event2026-03-31

Filed2026-04-15

MDLZ

MONDELEZ INTL INC

-0.25%

Shares14.7K

Event2026-03-31

Filed2026-04-15

MARVELL TECHNOLOGY INC

8.37%

Shares8.5K

Event2026-03-31

Filed2026-04-15

EDWARDS LIFESCIENCES CORP

0.67%

Shares10.5K

Event2026-03-31

Filed2026-04-15

XLV

SELECT SECTOR SPDR TR

79.89%

Shares5.3K

Event2026-03-31

Filed2026-04-15

MERCK & CO INC

5.53%

Shares6.3K

Event2026-03-31

Filed2026-04-15

SCHE

SCHWAB STRATEGIC TR

2.27%

Shares22.5K

Event2026-03-31

Filed2026-04-15

IJH

ISHARES TR

9.97%

Shares10.8K

Event2026-03-31

Filed2026-04-15

CMF

ISHARES TR

0.00%

Shares12.4K

Event2026-03-31

Filed2026-04-15

TXN

TEXAS INSTRS INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-15

BSX

BOSTON SCIENTIFIC CORP

-4.83%

Shares11.1K

Event2026-03-31

Filed2026-04-15

DUKE ENERGY CORP NEW

0.52%

Shares5.2K

Event2026-03-31

Filed2026-04-15

SMH

VANECK ETF TRUST

-2.77%

Shares1.8K

Event2026-03-31

Filed2026-04-15

SCHM

SCHWAB STRATEGIC TR

-1.81%

Shares21.2K

Event2026-03-31

Filed2026-04-15

MPC

MARATHON PETE CORP

2.29%

Shares2.7K

Event2026-03-31

Filed2026-04-15

BROADCOM INC

-9.64%

Shares2.1K

Event2026-03-31

Filed2026-04-15

COP

CONOCOPHILLIPS

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-15

EMLP

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares14.7K

Event2026-03-31

Filed2026-04-15

VGT

VANGUARD WORLD FD

0.11%

Shares909

Event2026-03-31

Filed2026-04-15

HBAN

HUNTINGTON BANCSHARES INC

-1.46%

Shares39.8K

Event2026-03-31

Filed2026-04-15

CIBR

FIRST TR EXCHANGE-TRADED FD

8.30%

Shares9.6K

Event2026-03-31

Filed2026-04-15

IYW

ISHARES TR

0.47%

Shares3.2K

Event2026-03-31

Filed2026-04-15

UNM

UNUM GROUP

-4.20%

Shares8.0K

Event2026-03-31

Filed2026-04-15

MRNA

MODERNA INC

New

Shares11.4K

Event2026-03-31

Filed2026-04-15

GEV

GE VERNOVA INC

25.81%

Shares658

Event2026-03-31

Filed2026-04-15

NVS

NOVARTIS AG

-1.42%

Shares3.7K

Event2026-03-31

Filed2026-04-15

INTC

INTEL CORP

-0.31%

Shares12.9K

Event2026-03-31

Filed2026-04-15

MEDTRONIC PLC

-1.88%

Shares6.5K

Event2026-03-31

Filed2026-04-15