Sponsored

The Analysis of Atlanta Consulting Group Advisors, LLC's Holdings & P&L

Currently, Atlanta Consulting Group Advisors, LLC holds 143 types of securities in its portfolio with a total value $465.3M. In the most recent quarter, they have increased their positions in IEMG (+207.1K shares, valued at $14.4M), IJH (+123.5K shares, valued at $8.3M), IJR (+39.5K shares, valued at $4.9M); decreased their positions in JPM (-3.5K shares, valued at $1.0M), AMZN (-2.9K shares, valued at $611.7K), NVDA (-3.5K shares, valued at $609.6K); initiated new positions in BSV (+28.1K shares, valued at $2.2M), BNDX (+15.7K shares, valued at $756.1K), TJX (+2.2K shares, valued at $349.7K).

1M P&L

+6.8M+1.79%

3M P&L

+6.4M+1.68%

HY P&L

+31.9M+9.00%

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/A214.2M

59.7%

2Thermal Coal27.0M

7.5%

3Banks - Diversified18.3M

5.1%

Top Industries by Stock Count

1N/A54 stocks

36.7%

2Semiconductors6 stocks

4.1%

3Utilities - Regulated Electric5 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IJR ISHARES TR458.7K shares9.42%2026-03-312026-05-15

IVV ISHARES TR84.2K shares2.33%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T219.2K shares0.21%2026-03-312026-05-15

ARLP ALLIANCE RESOURCE PARTNERS L1.2M shares1.62%2026-03-312026-05-15

IJH ISHARES TR427.3K shares40.64%2026-03-312026-05-15

IEMG ISHARES INC314.2K shares193.47%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS29.5K shares2.66%2026-03-312026-05-15

EAGL 2023 ETF SERIES TRUST576.4K shares0.99%2026-03-312026-05-15

Sponsored

JPM JPMORGAN CHASE & CO45.0K shares-7.19%2026-03-312026-05-15

AVUV AMERICAN CENTY ETF TR90.9K shares1.21%2026-03-312026-05-15

CHDN CHURCHILL DOWNS INC106.1K shares0.00%2026-03-312026-05-15

MSFT MICROSOFT CORP21.1K shares-6.89%2026-03-312026-05-15

IEFA ISHARES TR61.6K shares-8.67%2026-03-312026-05-15

KO COCA COLA CO69.5K shares-0.86%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.2K shares-4.88%2026-03-312026-05-15

AAPL APPLE INC19.2K shares-4.80%2026-03-312026-05-15

Sponsored

XOM EXXON MOBIL CORP25.9K shares-0.05%2026-03-312026-05-15

CVX CHEVRON CORPORATION20.4K shares-7.83%2026-03-312026-05-15

AVEM AMERICAN CENTY ETF TR52.2K shares1432.18%2026-03-312026-05-15

SPMD SPDR SERIES TRUST70.3K shares-12.50%2026-03-312026-05-15

ALPHABET INC ALPHABET INC11.7K shares1.37%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON12.0K shares3.65%2026-03-312026-05-15

V VISA INC9.7K shares-13.74%2026-03-312026-05-15

NVDA NVIDIA CORPORATION16.7K shares-17.32%2026-03-312026-05-15

Sponsored

BLACKSTONE INC BLACKSTONE INC25.0K shares-6.53%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS35.4K shares2.05%2026-03-312026-05-15

ISCG ISHARES TR50.9K shares-12.88%2026-03-312026-05-15

AGG ISHARES TR27.7K shares501.85%2026-03-312026-05-15

HYG ISHARES TR34.1K shares-17.52%2026-03-312026-05-15

XLRE SELECT SECTOR SPDR TR65.9K shares32.95%2026-03-312026-05-15

VO VANGUARD INDEX FDS8.3K shares32.37%2026-03-312026-05-15

PG PROCTER & GAMBLE CO15.6K shares-2.35%2026-03-312026-05-15

Sponsored

AMZN AMAZON COM INC10.7K shares-21.52%2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS28.1K sharesnew addition2026-03-312026-05-15

BROADCOM INC BROADCOM INC6.7K shares-22.16%2026-03-312026-05-15

WMT WALMART INC16.5K shares-13.84%2026-03-312026-05-15

VSS VANGUARD INTL EQUITY INDEX F14.0K shares0.51%2026-03-312026-05-15

MPC MARATHON PETE CORP7.8K shares-1.68%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T2.9K shares0.00%2026-03-312026-05-15

BAC BANK AMERICA CORP37.8K shares0.53%2026-03-312026-05-15

Sponsored

FEX FIRST TR EXCHANGE-TRADED ALP15.0K shares0.00%2026-03-312026-05-15

ALPHABET INC ALPHABET INC6.3K shares-24.45%2026-03-312026-05-15

VONG VANGUARD SCOTTSDALE FDS14.7K shares20.34%2026-03-312026-05-15

JAVA J P MORGAN EXCHANGE TRADED F22.3K shares0.94%2026-03-312026-05-15

CAT CATERPILLAR INC2.3K shares-1.18%2026-03-312026-05-15

MAS MASCO CORP24.8K shares0.00%2026-03-312026-05-15

UNP UNION PAC CORP6.1K shares1.52%2026-03-312026-05-15

VONV VANGUARD SCOTTSDALE FDS14.5K shares8.52%2026-03-312026-05-15

Sponsored

CSX CSX CORP32.0K shares0.02%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC12.1K shares-1.40%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE4.0K shares-0.03%2026-03-312026-05-15

MKL MARKEL GROUP INC588 shares0.00%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC1.3K shares0.00%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO3.6K shares-0.31%2026-03-312026-05-15

CGXU CAPITAL GROUP INTL FOCUS EQT36.1K shares21.10%2026-03-312026-05-15

LSGR NATIXIS ETF TRUST II26.4K shares7.05%2026-03-312026-05-15

Sponsored

VZ VERIZON COMMUNICATIONS INC20.6K shares13.73%2026-03-312026-05-15

GEV GE VERNOVA INC1.2K shares0.68%2026-03-312026-05-15

AVDS AMERICAN CENTY ETF TR14.1K shares13.27%2026-03-312026-05-15

TNGY TORTOISE CAPITAL SERIES TRUS96.0K shares0.00%2026-03-312026-05-15

TLH ISHARES TR9.9K shares11.48%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW7.4K shares-0.88%2026-03-312026-05-15

BLD TOPBUILD COR2.7K shares0.00%2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L22.1K shares0.00%2026-03-312026-05-15

Sponsored

HD HOME DEPOT INC2.5K shares-9.57%2026-03-312026-05-15

MINT PIMCO ETF TR8.2K shares0.01%2026-03-312026-05-15

UTG REAVES UTIL INCOME FD20.9K shares0.24%2026-03-312026-05-15

MSI MOTOROLA SOLUTIONS INC1.9K shares-12.73%2026-03-312026-05-15

DFAE DIMENSIONAL ETF TRUST23.3K shares43.88%2026-03-312026-05-15

ALL ALLSTATE CORP3.8K shares0.08%2026-03-312026-05-15

CMI CUMMINS INC1.4K shares10.41%2026-03-312026-05-15

VGLT VANGUARD SCOTTSDALE FDS13.9K shares0.00%2026-03-312026-05-15

Sponsored

BNDX VANGUARD CHARLOTTE FDS15.7K sharesnew addition2026-03-312026-05-15

ADI ANALOG DEVICES INC2.4K shares31.63%2026-03-312026-05-15

IDEV ISHARES TR8.5K shares62.56%2026-03-312026-05-15

RVT ROYCE SMALL CAP TRUST INC42.9K shares0.00%2026-03-312026-05-15

ABBV ABBVIE INC3.2K shares22.10%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC2.6K shares6.49%2026-03-312026-05-15

IVE ISHARES TR3.2K shares0.00%2026-03-312026-05-15

LLY ELI LILLY & CO721 shares-10.66%2026-03-312026-05-15

Sponsored

MERCK & CO INC MERCK & CO INC5.4K shares3.04%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC1.8K shares-17.00%2026-03-312026-05-15

CB CHUBB LTD SWITZ1.9K shares21.77%2026-03-312026-05-15

NEE NEXTERA ENERGY INC6.6K shares7.98%2026-03-312026-05-15

PAVE GLOBAL X FDS12.1K shares38.42%2026-03-312026-05-15

GSY INVESCO ACTIVELY MANAGED EXC12.0K shares1.36%2026-03-312026-05-15

MCD MCDONALDS CORP1.8K shares-9.13%2026-03-312026-05-15

PEP PEPSICO INC3.5K shares-2.18%2026-03-312026-05-15

Sponsored

CME CME GROUP INC1.8K shares36.84%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR3.8K shares67.95%2026-03-312026-05-15

GLW CORNING INC3.7K shares1.21%2026-03-312026-05-15

RJF RAYMOND JAMES FINL INC3.4K shares0.00%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F8.7K shares2.50%2026-03-312026-05-15

CRM SALESFORCE INC2.4K shares-2.34%2026-03-312026-05-15

USHY ISHARES TR12.0K shares8.91%2026-03-312026-05-15

BOND PIMCO ETF TR4.8K shares19.59%2026-03-312026-05-15

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.8K shares-7.64%2026-03-312026-05-15

WFC WELLS FARGO & CO5.2K shares-19.74%2026-03-312026-05-15

VTV VANGUARD INDEX FDS2.1K shares0.00%2026-03-312026-05-15

NKE NIKE INC7.6K shares0.12%2026-03-312026-05-15

VIOG VANGUARD ADMIRAL FDS INC3.2K shares0.00%2026-03-312026-05-15

PFE PFIZER INC13.7K shares-0.57%2026-03-312026-05-15

META META PLATFORMS INC667 shares-59.00%2026-03-312026-05-15

NFLX NETFLIX INC.3.9K shares-3.86%2026-03-312026-05-15

Sponsored

XLV SELECT SECTOR SPDR TR2.6K shares60.71%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC2.6K shares2.20%2026-03-312026-05-15

EDV VANGUARD WORLD FD5.6K shares0.00%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR4.1K shares17.22%2026-03-312026-05-15

MDLZ MONDELEZ INTL INC6.1K shares4.59%2026-03-312026-05-15

TJX TJX COS INC NEW2.2K sharesnew addition2026-03-312026-05-15

ENB ENBRIDGE INC6.3K shares0.42%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F4.5K shares19.60%2026-03-312026-05-15

Sponsored

SHW SHERWIN WILLIAMS CO1.1K shares0.00%2026-03-312026-05-15

LOW LOWES COS INC1.4K shares-10.92%2026-03-312026-05-15

BN BROOKFIELD CORP8.3K shares0.00%2026-03-312026-05-15

DRI DARDEN RESTAURANTS INC1.7K shares0.18%2026-03-312026-05-15

VPL VANGUARD INTL EQUITY INDEX F3.4K shares3.36%2026-03-312026-05-15

AMG AFFILIATED MANAGERS GROUP1.1K shares0.00%2026-03-312026-05-15

JCI JOHNSON CONTROLS INTERNATION2.4K shares-49.20%2026-03-312026-05-15

O REALTY INCOME CORP5.1K shares33.54%2026-03-312026-05-15

Sponsored

AEP AMERICAN ELEC PWR CO INC2.4K shares-4.99%2026-03-312026-05-15

XLC SELECT SECTOR SPDR TR2.7K shares15.92%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS4.0K shares0.00%2026-03-312026-05-15

XEL XCEL ENERGY INC3.6K shares4.38%2026-03-312026-05-15

MCO MOODYS CORP664 shares-3.77%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC1.8K shares0.56%2026-03-312026-05-15

AMAT APPLIED MATLS INC812 sharesnew addition2026-03-312026-05-15

DIS DISNEY WALT CO2.8K shares-3.26%2026-03-312026-05-15

Sponsored

DTE DTE ENERGY CO1.9K shares1.09%2026-03-312026-05-15

INTC INTEL CORP6.2K shares1.27%2026-03-312026-05-15

USB US BANCORP5.1K shares1.15%2026-03-312026-05-15

CMCSA COMCAST CORP NEW9.1K sharesnew addition2026-03-312026-05-15

APD AIR PRODUCTS AND CHEMICALS I868 shares-35.61%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC1.2K shares1.21%2026-03-312026-05-15

BA BOEING CO1.2K shares0.34%2026-03-312026-05-15

ZTS ZOETIS INC2.0K sharesnew addition2026-03-312026-05-15

Sponsored

SO SOUTHERN CO2.4K shares0.94%2026-03-312026-05-15

IVOG VANGUARD ADMIRAL FDS INC1.8K shares0.00%2026-03-312026-05-15

RTX RTX CORPORATION1.1K shares0.00%2026-03-312026-05-15

PVAL PUTNAM ETF TRUST4.5K sharesnew addition2026-03-312026-05-15

NI NISOURCE INC4.4K sharesnew addition2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC599 shares-17.15%2026-03-312026-05-15

AMRX AMNEAL PHARMACEUTICALS INC10.0K shares0.00%2026-03-312026-05-15

IJR

ISHARES TR

9.42%

Shares458.7K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

2.33%

Shares84.2K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

0.21%

Shares219.2K

Event2026-03-31

Filed2026-05-15

ARLP

ALLIANCE RESOURCE PARTNERS L

1.62%

Shares1.2M

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

40.64%

Shares427.3K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

193.47%

Shares314.2K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

2.66%

Shares29.5K

Event2026-03-31

Filed2026-05-15

EAGL

2023 ETF SERIES TRUST

0.99%

Shares576.4K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-7.19%

Shares45.0K

Event2026-03-31

Filed2026-05-15

AVUV

AMERICAN CENTY ETF TR

1.21%

Shares90.9K

Event2026-03-31

Filed2026-05-15

CHDN

CHURCHILL DOWNS INC

0.00%

Shares106.1K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-6.89%

Shares21.1K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

-8.67%

Shares61.6K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

-0.86%

Shares69.5K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-4.88%

Shares10.2K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-4.80%

Shares19.2K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-0.05%

Shares25.9K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

-7.83%

Shares20.4K

Event2026-03-31

Filed2026-05-15

AVEM

AMERICAN CENTY ETF TR

1432.18%

Shares52.2K

Event2026-03-31

Filed2026-05-15

SPMD

SPDR SERIES TRUST

-12.50%

Shares70.3K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

1.37%

Shares11.7K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

3.65%

Shares12.0K

Event2026-03-31

Filed2026-05-15

VISA INC

-13.74%

Shares9.7K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-17.32%

Shares16.7K

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

-6.53%

Shares25.0K

Event2026-03-31

Filed2026-05-15

VCSH

VANGUARD SCOTTSDALE FDS

2.05%

Shares35.4K

Event2026-03-31

Filed2026-05-15

ISCG

ISHARES TR

-12.88%

Shares50.9K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

501.85%

Shares27.7K

Event2026-03-31

Filed2026-05-15

HYG

ISHARES TR

-17.52%

Shares34.1K

Event2026-03-31

Filed2026-05-15

XLRE

SELECT SECTOR SPDR TR

32.95%

Shares65.9K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

32.37%

Shares8.3K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

-2.35%

Shares15.6K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-21.52%

Shares10.7K

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

New

Shares28.1K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

-22.16%

Shares6.7K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-13.84%

Shares16.5K

Event2026-03-31

Filed2026-05-15

VSS

VANGUARD INTL EQUITY INDEX F

0.51%

Shares14.0K

Event2026-03-31

Filed2026-05-15

MPC

MARATHON PETE CORP

-1.68%

Shares7.8K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

0.53%

Shares37.8K

Event2026-03-31

Filed2026-05-15

FEX

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-24.45%

Shares6.3K

Event2026-03-31

Filed2026-05-15

VONG

VANGUARD SCOTTSDALE FDS

20.34%

Shares14.7K

Event2026-03-31

Filed2026-05-15

JAVA

J P MORGAN EXCHANGE TRADED F

0.94%

Shares22.3K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

-1.18%

Shares2.3K

Event2026-03-31

Filed2026-05-15

MAS

MASCO CORP

0.00%

Shares24.8K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

1.52%

Shares6.1K

Event2026-03-31

Filed2026-05-15

VONV

VANGUARD SCOTTSDALE FDS

8.52%

Shares14.5K

Event2026-03-31

Filed2026-05-15

CSX

CSX CORP

0.02%

Shares32.0K

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL SVCS INC

-1.40%

Shares12.1K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

-0.03%

Shares4.0K

Event2026-03-31

Filed2026-05-15

MKL

MARKEL GROUP INC

0.00%

Shares588

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

-0.31%

Shares3.6K

Event2026-03-31

Filed2026-05-15

CGXU

CAPITAL GROUP INTL FOCUS EQT

21.10%

Shares36.1K

Event2026-03-31

Filed2026-05-15

LSGR

NATIXIS ETF TRUST II

7.05%

Shares26.4K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

13.73%

Shares20.6K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

0.68%

Shares1.2K

Event2026-03-31

Filed2026-05-15

AVDS

AMERICAN CENTY ETF TR

13.27%

Shares14.1K

Event2026-03-31

Filed2026-05-15

TNGY

TORTOISE CAPITAL SERIES TRUS

0.00%

Shares96.0K

Event2026-03-31

Filed2026-05-15

TLH

ISHARES TR

11.48%

Shares9.9K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

-0.88%

Shares7.4K

Event2026-03-31

Filed2026-05-15

BLD

TOPBUILD COR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-15

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares22.1K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

-9.57%

Shares2.5K

Event2026-03-31

Filed2026-05-15

MINT

PIMCO ETF TR

0.01%

Shares8.2K

Event2026-03-31

Filed2026-05-15

UTG

REAVES UTIL INCOME FD

0.24%

Shares20.9K

Event2026-03-31

Filed2026-05-15

MSI

MOTOROLA SOLUTIONS INC

-12.73%

Shares1.9K

Event2026-03-31

Filed2026-05-15

DFAE

DIMENSIONAL ETF TRUST

43.88%

Shares23.3K

Event2026-03-31

Filed2026-05-15

ALL

ALLSTATE CORP

0.08%

Shares3.8K

Event2026-03-31

Filed2026-05-15

CMI

CUMMINS INC

10.41%

Shares1.4K

Event2026-03-31

Filed2026-05-15

VGLT

VANGUARD SCOTTSDALE FDS

0.00%

Shares13.9K

Event2026-03-31

Filed2026-05-15

BNDX

VANGUARD CHARLOTTE FDS

New

Shares15.7K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES INC

31.63%

Shares2.4K

Event2026-03-31

Filed2026-05-15

IDEV

ISHARES TR

62.56%

Shares8.5K

Event2026-03-31

Filed2026-05-15

RVT

ROYCE SMALL CAP TRUST INC

0.00%

Shares42.9K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

22.10%

Shares3.2K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

6.49%

Shares2.6K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

-10.66%

Shares721

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

3.04%

Shares5.4K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

-17.00%

Shares1.8K

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ

21.77%

Shares1.9K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

7.98%

Shares6.6K

Event2026-03-31

Filed2026-05-15

PAVE

GLOBAL X FDS

38.42%

Shares12.1K

Event2026-03-31

Filed2026-05-15

GSY

INVESCO ACTIVELY MANAGED EXC

1.36%

Shares12.0K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

-9.13%

Shares1.8K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

-2.18%

Shares3.5K

Event2026-03-31

Filed2026-05-15

CME

CME GROUP INC

36.84%

Shares1.8K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

67.95%

Shares3.8K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

1.21%

Shares3.7K

Event2026-03-31

Filed2026-05-15

RJF

RAYMOND JAMES FINL INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

2.50%

Shares8.7K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

-2.34%

Shares2.4K

Event2026-03-31

Filed2026-05-15

USHY

ISHARES TR

8.91%

Shares12.0K

Event2026-03-31

Filed2026-05-15

BOND

PIMCO ETF TR

19.59%

Shares4.8K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

-7.64%

Shares1.8K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

-19.74%

Shares5.2K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-15

NKE

NIKE INC

0.12%

Shares7.6K

Event2026-03-31

Filed2026-05-15

VIOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

-0.57%

Shares13.7K

Event2026-03-31

Filed2026-05-15