Sponsored

The Analysis of BALDWIN WEALTH PARTNERS LLC/MA's Holdings & P&L

Currently, BALDWIN WEALTH PARTNERS LLC/MA holds 222 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in MCK (+12.1K shares, valued at $10.5M), IJR (+60.5K shares, valued at $7.5M), ESGE (+128.0K shares, valued at $5.8M); decreased their positions in N/A (-52.4K shares, valued at $15.1M), COST (-12.9K shares, valued at $12.8M), N/A (-58.4K shares, valued at $11.6M); initiated new positions in MCK (+12.1K shares, valued at $10.5M), ESGE (+128.0K shares, valued at $5.8M), BASG (+199.0K shares, valued at $4.5M).

1M P&L

+47.4M+2.85%

3M P&L

+149.9M+9.59%

HY P&L

+284.8M+19.96%

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/A273.3M

22.9%

2Semiconductors100.5M

8.4%

3Consumer Electronics89.4M

7.5%

Top Industries by Stock Count

1N/A58 stocks

29.0%

2Oil & Gas Midstream10 stocks

5.0%

3Software - Application7 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC352.2K shares-6.83%2026-03-312026-04-14

ALPHABET INC ALPHABET INC293.6K shares-15.14%2026-03-312026-04-14

JBND J P MORGAN EXCHANGE TRADED F1.5M shares0.87%2026-03-312026-04-14

NVDA NVIDIA CORPORATION450.3K shares-5.58%2026-03-312026-04-14

AMZN AMAZON COM INC312.6K shares-7.31%2026-03-312026-04-14

MSFT MICROSOFT CORP149.5K shares-10.70%2026-03-312026-04-14

TIP ISHARES TR394.2K shares-14.37%2026-03-312026-04-14

KLAC KLA CORP26.6K shares-13.41%2026-03-312026-04-14

Sponsored

GLD SPDR GOLD TR86.0K shares7.26%2026-03-312026-04-14

V VISA INC111.9K shares-6.67%2026-03-312026-04-14

WM WASTE MGMT INC DEL121.0K shares-8.46%2026-03-312026-04-14

OMFL INVESCO EXCH TRD SLF IDX FD439.2K shares-3.53%2026-03-312026-04-14

ISHARES GOLD TR ISHARES GOLD TR294.8K shares0.34%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO84.7K shares-11.58%2026-03-312026-04-14

BLACKSTONE INC BLACKSTONE INC214.9K shares-7.90%2026-03-312026-04-14

COST COSTCO WHOLESALE CORPORATION24.4K shares-34.53%2026-03-312026-04-14

Sponsored

NEE NEXTERA ENERGY INC254.6K shares-10.88%2026-03-312026-04-14

URI UNITED RENTALS INC30.1K shares-16.67%2026-03-312026-04-14

ADI ANALOG DEVICES INC64.3K shares-4.79%2026-03-312026-04-14

XOM EXXON MOBIL CORP119.3K shares-6.33%2026-03-312026-04-14

IBM INTERNATIONAL BUSINESS MACHS82.5K shares-1.69%2026-03-312026-04-14

ASML ASML HLDG NV14.5K shares-9.81%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON64.8K shares-3.55%2026-03-312026-04-14

VGIT VANGUARD SCOTTSDALE FDS252.7K shares1.38%2026-03-312026-04-14

Sponsored

AJG GALLAGHER ARTHUR J & CO68.9K shares-9.26%2026-03-312026-04-14

CVX CHEVRON CORPORATION70.2K shares-1.16%2026-03-312026-04-14

MAR MARRIOTT INTL INC NEW42.8K shares-10.22%2026-03-312026-04-14

ALPHABET INC ALPHABET INC46.7K shares-18.69%2026-03-312026-04-14

UNP UNION PAC CORP55.1K shares-14.99%2026-03-312026-04-14

PWR QUANTA SVCS INC24.3K shares2.84%2026-03-312026-04-14

DHR DANAHER CORP DEL69.5K shares-10.67%2026-03-312026-04-14

GRMN GARMIN LTD54.9K shares-30.36%2026-03-312026-04-14

Sponsored

ULTA ULTA BEAUTY INC23.8K shares-11.55%2026-03-312026-04-14

ALPS ETF TR ALPS ETF TR208.8K shares-3.00%2026-03-312026-04-14

REG REGENCY CTRS CORP144.1K shares-9.32%2026-03-312026-04-14

MCK MCKESSON CORP12.1K sharesnew addition2026-03-312026-04-14

SCHW SCHWAB CHARLES CORP93.0K shares-2.28%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL17.3K shares-2.86%2026-03-312026-04-14

IJR ISHARES TR63.2K shares2207.93%2026-03-312026-04-14

OTIS OTIS WORLDWIDE CORP100.2K shares-7.60%2026-03-312026-04-14

Sponsored

CHD CHURCH & DWIGHT CO INC82.3K shares-5.62%2026-03-312026-04-14

INTU INTUIT17.6K shares-9.31%2026-03-312026-04-14

SPGI S&P GLOBAL INC17.8K shares-11.20%2026-03-312026-04-14

PTC PTC INC52.8K shares4.16%2026-03-312026-04-14

IVV ISHARES TR11.0K shares-27.80%2026-03-312026-04-14

AXSM AXSOME THERAPEUTICS INC.42.1K shares-13.38%2026-03-312026-04-14

DOV DOVER CORP34.0K shares-7.14%2026-03-312026-04-14

AZO AUTOZONE INC2.1K shares-1.53%2026-03-312026-04-14

Sponsored

EPD ENTERPRISE PRODS PARTNERS L181.7K shares-25.07%2026-03-312026-04-14

BAC BANK AMERICA CORP137.1K shares-5.97%2026-03-312026-04-14

ITW ILLINOIS TOOL WKS INC25.5K shares-5.47%2026-03-312026-04-14

GBIL GOLDMAN SACHS ETF TR64.8K shares22.11%2026-03-312026-04-14

WAT WATERS CORP21.6K shares-5.12%2026-03-312026-04-14

PG PROCTER & GAMBLE CO43.9K shares-4.82%2026-03-312026-04-14

ESGE ISHARES INC128.0K sharesnew addition2026-03-312026-04-14

VEEV VEEVA SYS INC28.5K shares14.86%2026-03-312026-04-14

Sponsored

ET ENERGY TRANSFER L P252.2K shares-2.10%2026-03-312026-04-14

NVS NOVARTIS AG30.0K shares-7.10%2026-03-312026-04-14

BASG ADVISORS INNER CIRCLE FD III199.0K sharesnew addition2026-03-312026-04-14

PM PHILIP MORRIS INTL INC26.1K shares-2.49%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS6.6K shares9.13%2026-03-312026-04-14

EOG EOG RES INC25.1K shares-11.62%2026-03-312026-04-14

ARCC ARES CAPITAL CORP197.4K sharesnew addition2026-03-312026-04-14

VRTX VERTEX PHARMACEUTICALS INC7.8K shares0.00%2026-03-312026-04-14

Sponsored

TD TORONTO DOMINION BK ONT34.7K shares-0.57%2026-03-312026-04-14

PSF COHEN & STEERS SELECT PFD &160.8K shares-4.81%2026-03-312026-04-14

MO ALTRIA GROUP INC45.6K shares-4.05%2026-03-312026-04-14

VBR VANGUARD INDEX FDS13.8K shares-12.21%2026-03-312026-04-14

FI FISERV INC53.8K shares-8.36%2026-03-312026-04-14

PAYX PAYCHEX INC32.4K shares-6.87%2026-03-312026-04-14

NVCT NUVECTIS PHARMA INC378.6K shares-2.82%2026-03-312026-04-14

PEP PEPSICO INC18.7K shares-28.46%2026-03-312026-04-14

Sponsored

META META PLATFORMS INC5.0K shares-10.11%2026-03-312026-04-14

EEMX SPDR INDEX SHS FDS57.6K shares473.60%2026-03-312026-04-14

KO COCA COLA CO32.8K shares-10.18%2026-03-312026-04-14

TRGP TARGA RES CORP9.6K shares-23.85%2026-03-312026-04-14

SPY STATE STR SPDR S&P 500 ETF T3.5K shares-1.38%2026-03-312026-04-14

GDX VANECK ETF TRUST24.0K shares-3.65%2026-03-312026-04-14

MERCK & CO INC MERCK & CO INC17.2K shares-59.68%2026-03-312026-04-14

BK BANK NEW YORK MELLON CORP17.1K shares-2.94%2026-03-312026-04-14

Sponsored

GBCI GLACIER BANCORP INC NEW44.1K shares0.00%2026-03-312026-04-14

SYK STRYKER CORPORATION5.9K shares-22.39%2026-03-312026-04-14

ADBE ADOBE INC7.8K shares-7.88%2026-03-312026-04-14

ADP AUTOMATIC DATA PROCESSING IN9.1K shares-14.67%2026-03-312026-04-14

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO33.9K shares-1.19%2026-03-312026-04-14

HCI HCI GROUP INC11.3K shares0.00%2026-03-312026-04-14

DCRE DOUBLELINE ETF TRUST32.5K shares-37.53%2026-03-312026-04-14

EMR EMERSON ELEC CO12.8K shares-0.39%2026-03-312026-04-14

Sponsored

UBER UBER TECHNOLOGIES INC23.1K shares-18.63%2026-03-312026-04-14

FAST FASTENAL CO35.8K shares-1.05%2026-03-312026-04-14

PLD PROLOGIS INC.12.1K shares-0.01%2026-03-312026-04-14

SLV ISHARES SILVER TR22.1K shares-17.83%2026-03-312026-04-14

LLY ELI LILLY & CO1.6K shares-32.32%2026-03-312026-04-14

ROP ROPER TECHNOLOGIES INC4.0K shares-20.99%2026-03-312026-04-14

ABBV ABBVIE INC6.5K shares-14.85%2026-03-312026-04-14

BLACKROCK INC BLACKROCK INC1.4K shares-5.90%2026-03-312026-04-14

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC11.7K shares-11.38%2026-03-312026-04-14

CAT CATERPILLAR INC1.8K shares-0.87%2026-03-312026-04-14

IWM ISHARES TR5.2K shares-6.43%2026-03-312026-04-14

VEA VANGUARD TAX-MANAGED FDS19.7K shares-5.47%2026-03-312026-04-14

AMD ADVANCED MICRO DEVICES INC6.1K shares1.67%2026-03-312026-04-14

SIL GLOBAL X FDS13.4K shares-22.18%2026-03-312026-04-14

VIG VANGUARD SPECIALIZED FUNDS5.5K shares0.00%2026-03-312026-04-14

VWO VANGUARD INTL EQUITY INDEX F19.7K shares5.60%2026-03-312026-04-14

Sponsored

OKE ONEOK INC NEW11.1K shares-22.19%2026-03-312026-04-14

TRP TC ENERGY CORP15.2K shares-4.87%2026-03-312026-04-14

HON HONEYWELL INTL INC4.1K shares-16.08%2026-03-312026-04-14

AMGN AMGEN INC2.6K shares-15.41%2026-03-312026-04-14

HIFS HINGHAM INSTN SVGS MASS3.2K shares-3.46%2026-03-312026-04-14

COPX GLOBAL X FDS11.6K shares24.73%2026-03-312026-04-14

CNI CANADIAN NATL RY CO8.5K shares-2.90%2026-03-312026-04-14

RMD RESMED INC3.8K shares-4.45%2026-03-312026-04-14

Sponsored

MKC MCCORMICK & CO INC16.3K shares-19.47%2026-03-312026-04-14

BROADCOM INC BROADCOM INC2.6K shares-69.19%2026-03-312026-04-14

VIS VANGUARD WORLD FD2.6K shares0.00%2026-03-312026-04-14

DE DEERE & CO1.4K shares-1.40%2026-03-312026-04-14

SYBT STOCK YDS BANCORP INC11.8K shares0.00%2026-03-312026-04-14

TMO THERMO FISHER SCIENTIFIC INC1.6K shares-34.13%2026-03-312026-04-14

HD HOME DEPOT INC2.3K shares-24.91%2026-03-312026-04-14

CG CARLYLE GROUP INC15.7K shares0.00%2026-03-312026-04-14

Sponsored

RWL INVESCO EXCH TRADED FD TR II6.6K shares0.00%2026-03-312026-04-14

BWXT BWX TECHNOLOGIES INC3.7K shares0.00%2026-03-312026-04-14

TRV TRAVELERS COMPANIES INC2.5K shares-6.59%2026-03-312026-04-14

XLE SELECT SECTOR SPDR TR11.7K shares38.55%2026-03-312026-04-14

WMT WALMART INC5.8K shares-1.28%2026-03-312026-04-14

SO SOUTHERN CO7.2K shares0.00%2026-03-312026-04-14

PFE PFIZER INC23.6K shares-18.14%2026-03-312026-04-14

VTV VANGUARD INDEX FDS3.4K shares0.00%2026-03-312026-04-14

Sponsored

TSLA TESLA INC1.8K shares-9.79%2026-03-312026-04-14

GLP GLOBAL PARTNERS LP15.5K shares-8.82%2026-03-312026-04-14

SUN SUNOCO LP/SUNOCO FIN CORP9.9K shares0.00%2026-03-312026-04-14

ABT ABBOTT LABORATORIES6.1K shares-12.40%2026-03-312026-04-14

XLY SELECT SECTOR SPDR TR5.5K shares0.00%2026-03-312026-04-14

REMX VANECK ETF TRUST6.7K shares23.91%2026-03-312026-04-14

FTGC FIRST TR EXCHANGE TRAD FD VI20.3K shares-39.85%2026-03-312026-04-14

AEP AMERICAN ELEC PWR CO INC4.3K sharesnew addition2026-03-312026-04-14

Sponsored

XSLV INVESCO EXCH TRADED FD TR II11.7K shares-27.54%2026-03-312026-04-14

LAM RESEARCH CORP LAM RESEARCH CORP2.6K shares0.00%2026-03-312026-04-14

AB ALLIANCEBERNSTEIN HLDG L P14.5K shares-17.12%2026-03-312026-04-14

ORLY OREILLY AUTOMOTIVE INC5.8K shares-7.43%2026-03-312026-04-14

EPI WISDOMTREE TR13.1K shares0.00%2026-03-312026-04-14

COP CONOCOPHILLIPS3.9K shares-15.07%2026-03-312026-04-14

IWP ISHARES TR4.0K shares0.00%2026-03-312026-04-14

WFC WELLS FARGO & CO6.1K shares0.00%2026-03-312026-04-14

Sponsored

SEACOAST BKG CORP FLA SEACOAST BKG CORP FLA16.0K shares2.07%2026-03-312026-04-14

URA GLOBAL X FDS9.9K shares-36.99%2026-03-312026-04-14

ORLA ORLA MNG LTD NEW29.7K shares0.00%2026-03-312026-04-14

SDY SPDR SERIES TRUST3.2K shares0.00%2026-03-312026-04-14

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC12.6K sharesnew addition2026-03-312026-04-14

ORCL ORACLE CORP3.1K shares-3.08%2026-03-312026-04-14

VTI VANGUARD INDEX FDS1.4K shares-27.35%2026-03-312026-04-14

DXJ WISDOMTREE TR2.9K shares-17.27%2026-03-312026-04-14

Sponsored

PAA PLAINS ALL AMERN PIPELINE L19.9K shares-7.01%2026-03-312026-04-14

DIS DISNEY WALT CO4.6K shares-27.86%2026-03-312026-04-14

BND VANGUARD BD INDEX FDS5.9K shares-2.66%2026-03-312026-04-14

AWK AMERICAN WTR WKS CO INC NEW3.1K shares-12.60%2026-03-312026-04-14

MA MASTERCARD INCORPORATED831 shares12.15%2026-03-312026-04-14

FDX FEDEX CORP1.1K shares13.00%2026-03-312026-04-14

WY WEYERHAEUSER CO16.3K shares-27.02%2026-03-312026-04-14

ERIC TELEFONAKTIEBOLAGET LM ERICS34.9K shares0.00%2026-03-312026-04-14

Sponsored

NSC NORFOLK SOUTHN CORP1.4K shares0.00%2026-03-312026-04-14

SILJ AMPLIFY ETF TR13.1K shares-25.57%2026-03-312026-04-14

AMT AMERICAN TOWER CORP2.2K shares0.00%2026-03-312026-04-14

SLVP ISHARES INC10.6K shares0.00%2026-03-312026-04-14

TJX TJX COS INC NEW2.3K shares-13.65%2026-03-312026-04-14

CLOZ SERIES PORTFOLIOS TR14.4K shares-43.59%2026-03-312026-04-14

EWJ ISHARES INC4.3K shares0.00%2026-03-312026-04-14

T AT&T INC12.5K shares-8.88%2026-03-312026-04-14

Sponsored

GNR SPDR INDEX SHS FDS4.7K sharesnew addition2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR601 shares-9.08%2026-03-312026-04-14

KMI KINDER MORGAN INC DEL10.3K shares-12.10%2026-03-312026-04-14

GE AEROSPACE GE AEROSPACE1.2K shares0.08%2026-03-312026-04-14

VZ VERIZON COMMUNICATIONS INC6.8K shares-9.38%2026-03-312026-04-14

GDXJ VANECK ETF TRUST2.8K shares-26.67%2026-03-312026-04-14

GEV GE VERNOVA INC378 shares0.00%2026-03-312026-04-14

RTX RTX CORPORATION1.7K shares-4.61%2026-03-312026-04-14

Sponsored

XME SPDR SERIES TRUST3.0K shares0.00%2026-03-312026-04-14

AA ALCOA CORP4.8K sharesnew addition2026-03-312026-04-14

AEM AGNICO EAGLE MINES LTD1.5K shares0.00%2026-03-312026-04-14

QCOM QUALCOMM INC2.4K shares0.00%2026-03-312026-04-14

IVE ISHARES TR1.4K shares-1.37%2026-03-312026-04-14

ESGV VANGUARD WORLD FD2.7K sharesnew addition2026-03-312026-04-14

EEM ISHARES TR5.2K shares0.00%2026-03-312026-04-14

CTVA CORTEVA INC3.5K shares0.00%2026-03-312026-04-14

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.4K shares-97.59%2026-03-312026-04-14

LINDE PLC LINDE PLC574 shares-19.27%2026-03-312026-04-14

EW EDWARDS LIFESCIENCES CORP3.6K shares-18.38%2026-03-312026-04-14

SUB ISHARES TR2.6K shares0.00%2026-03-312026-04-14

MPLX MPLX LP4.8K shares0.00%2026-03-312026-04-14

VTEB VANGUARD MUN BD FDS5.5K shares0.00%2026-03-312026-04-14

NFLX NETFLIX INC.2.8K shares0.82%2026-03-312026-04-14

SCHB SCHWAB STRATEGIC TR10.8K shares-0.01%2026-03-312026-04-14

Sponsored

KNSL KINSALE CAP GROUP INC760 shares0.00%2026-03-312026-04-14

FBIN FORTUNE BRANDS INNOVATIONS I6.6K shares0.00%2026-03-312026-04-14

USFR WISDOMTREE TR5.0K shares0.00%2026-03-312026-04-14

MS MORGAN STANLEY1.5K shares0.00%2026-03-312026-04-14

CHKP CHECK POINT SOFTWARE TECH LT1.7K shares-4.16%2026-03-312026-04-14

CSCO CISCO SYS INC3.0K shares-5.29%2026-03-312026-04-14

MCD MCDONALDS CORP757 shares-23.92%2026-03-312026-04-14

LOW LOWES COS INC988 shares0.00%2026-03-312026-04-14

Sponsored

NATWEST GROUP PLC NATWEST GROUP PLC15.5K shares0.00%2026-03-312026-04-14

MTD METTLER TOLEDO INTERNATIONAL182 shares-38.93%2026-03-312026-04-14

QNITY ELECTRONICS INC QNITY ELECTRONICS INC2.0K sharesnew addition2026-03-312026-04-14

MINT PIMCO ETF TR2.3K shares0.00%2026-03-312026-04-14

STRL STERLING INFRASTRUCTURE INC555 sharesnew addition2026-03-312026-04-14

IWF ISHARES TR530 shares0.00%2026-03-312026-04-14

MMM 3M CO1.5K shares-16.23%2026-03-312026-04-14

TFX TELEFLEX INCORPORATED1.9K shares-49.96%2026-03-312026-04-14

Sponsored

WTM WHITE MTNS INS GROUP LTD100 shares0.00%2026-03-312026-04-14

HASI HA SUSTAINABLE INFRA CAP INC6.0K sharesnew addition2026-03-312026-04-14

IJH ISHARES TR3.2K shares0.00%2026-03-312026-04-14

EATON CORP PLC EATON CORP PLC588 shares-82.56%2026-03-312026-04-14

PLTR PALANTIR TECHNOLOGIES INC1.4K shares-23.27%2026-03-312026-04-14

WES WESTERN MIDSTREAM PARTNERS L5.0K sharesnew addition2026-03-312026-04-14

HR HEALTHCARE RLTY TR12.1K shares0.00%2026-03-312026-04-14

AXP AMERICAN EXPRESS CO672 sharesnew addition2026-03-312026-04-14

Sponsored

BIL SPDR SERIES TRUST2.2K sharesnew addition2026-03-312026-04-14

FCX FREEPORT MCMORAN INC3.4K sharesnew addition2026-03-312026-04-14

QUAL ISHARES TR1.0K shares0.00%2026-03-312026-04-14

BHP BHP BILLITON LIMITED2.8K sharesnew addition2026-03-312026-04-14

LYG LLOYDS BANKING GROUP PLC24.1K shares8.49%2026-03-312026-04-14

XAIR BEYOND AIR INC14.8K shares0.00%2026-03-312026-04-14

AAPL

APPLE INC

-6.83%

Shares352.2K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-15.14%

Shares293.6K

Event2026-03-31

Filed2026-04-14

JBND

J P MORGAN EXCHANGE TRADED F

0.87%

Shares1.5M

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

-5.58%

Shares450.3K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

-7.31%

Shares312.6K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

-10.70%

Shares149.5K

Event2026-03-31

Filed2026-04-14

TIP

ISHARES TR

-14.37%

Shares394.2K

Event2026-03-31

Filed2026-04-14

KLAC

KLA CORP

-13.41%

Shares26.6K

Event2026-03-31

Filed2026-04-14

GLD

SPDR GOLD TR

7.26%

Shares86.0K

Event2026-03-31

Filed2026-04-14

VISA INC

-6.67%

Shares111.9K

Event2026-03-31

Filed2026-04-14

WASTE MGMT INC DEL

-8.46%

Shares121.0K

Event2026-03-31

Filed2026-04-14

OMFL

INVESCO EXCH TRD SLF IDX FD

-3.53%

Shares439.2K

Event2026-03-31

Filed2026-04-14

ISHARES GOLD TR

0.34%

Shares294.8K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

-11.58%

Shares84.7K

Event2026-03-31

Filed2026-04-14

BLACKSTONE INC

-7.90%

Shares214.9K

Event2026-03-31

Filed2026-04-14

COST

COSTCO WHOLESALE CORPORATION

-34.53%

Shares24.4K

Event2026-03-31

Filed2026-04-14

NEE

NEXTERA ENERGY INC

-10.88%

Shares254.6K

Event2026-03-31

Filed2026-04-14

URI

UNITED RENTALS INC

-16.67%

Shares30.1K

Event2026-03-31

Filed2026-04-14

ADI

ANALOG DEVICES INC

-4.79%

Shares64.3K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

-6.33%

Shares119.3K

Event2026-03-31

Filed2026-04-14

IBM

INTERNATIONAL BUSINESS MACHS

-1.69%

Shares82.5K

Event2026-03-31

Filed2026-04-14

ASML

ASML HLDG NV

-9.81%

Shares14.5K

Event2026-03-31

Filed2026-04-14

JNJ

JOHNSON & JOHNSON

-3.55%

Shares64.8K

Event2026-03-31

Filed2026-04-14

VGIT

VANGUARD SCOTTSDALE FDS

1.38%

Shares252.7K

Event2026-03-31

Filed2026-04-14

AJG

GALLAGHER ARTHUR J & CO

-9.26%

Shares68.9K

Event2026-03-31

Filed2026-04-14

CVX

CHEVRON CORPORATION

-1.16%

Shares70.2K

Event2026-03-31

Filed2026-04-14

MAR

MARRIOTT INTL INC NEW

-10.22%

Shares42.8K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-18.69%

Shares46.7K

Event2026-03-31

Filed2026-04-14

UNP

UNION PAC CORP

-14.99%

Shares55.1K

Event2026-03-31

Filed2026-04-14

PWR

QUANTA SVCS INC

2.84%

Shares24.3K

Event2026-03-31

Filed2026-04-14

DHR

DANAHER CORP DEL

-10.67%

Shares69.5K

Event2026-03-31

Filed2026-04-14

GRMN

GARMIN LTD

-30.36%

Shares54.9K

Event2026-03-31

Filed2026-04-14

ULTA

ULTA BEAUTY INC

-11.55%

Shares23.8K

Event2026-03-31

Filed2026-04-14

ALPS ETF TR

-3.00%

Shares208.8K

Event2026-03-31

Filed2026-04-14

REG

REGENCY CTRS CORP

-9.32%

Shares144.1K

Event2026-03-31

Filed2026-04-14

MCK

MCKESSON CORP

New

Shares12.1K

Event2026-03-31

Filed2026-04-14

SCHW

SCHWAB CHARLES CORP

-2.28%

Shares93.0K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

-2.86%

Shares17.3K

Event2026-03-31

Filed2026-04-14

IJR

ISHARES TR

2207.93%

Shares63.2K

Event2026-03-31

Filed2026-04-14

OTIS

OTIS WORLDWIDE CORP

-7.60%

Shares100.2K

Event2026-03-31

Filed2026-04-14

CHD

CHURCH & DWIGHT CO INC

-5.62%

Shares82.3K

Event2026-03-31

Filed2026-04-14

INTU

INTUIT

-9.31%

Shares17.6K

Event2026-03-31

Filed2026-04-14

SPGI

S&P GLOBAL INC

-11.20%

Shares17.8K

Event2026-03-31

Filed2026-04-14

PTC

PTC INC

4.16%

Shares52.8K

Event2026-03-31

Filed2026-04-14

IVV

ISHARES TR

-27.80%

Shares11.0K

Event2026-03-31

Filed2026-04-14

AXSM

AXSOME THERAPEUTICS INC.

-13.38%

Shares42.1K

Event2026-03-31

Filed2026-04-14

DOV

DOVER CORP

-7.14%

Shares34.0K

Event2026-03-31

Filed2026-04-14

AZO

AUTOZONE INC

-1.53%

Shares2.1K

Event2026-03-31

Filed2026-04-14

EPD

ENTERPRISE PRODS PARTNERS L

-25.07%

Shares181.7K

Event2026-03-31

Filed2026-04-14

BAC

BANK AMERICA CORP

-5.97%

Shares137.1K

Event2026-03-31

Filed2026-04-14

ITW

ILLINOIS TOOL WKS INC

-5.47%

Shares25.5K

Event2026-03-31

Filed2026-04-14

GBIL

GOLDMAN SACHS ETF TR

22.11%

Shares64.8K

Event2026-03-31

Filed2026-04-14

WAT

WATERS CORP

-5.12%

Shares21.6K

Event2026-03-31

Filed2026-04-14

PROCTER & GAMBLE CO

-4.82%

Shares43.9K

Event2026-03-31

Filed2026-04-14

ESGE

ISHARES INC

New

Shares128.0K

Event2026-03-31

Filed2026-04-14

VEEV

VEEVA SYS INC

14.86%

Shares28.5K

Event2026-03-31

Filed2026-04-14

ENERGY TRANSFER L P

-2.10%

Shares252.2K

Event2026-03-31

Filed2026-04-14

NVS

NOVARTIS AG

-7.10%

Shares30.0K

Event2026-03-31

Filed2026-04-14

BASG

ADVISORS INNER CIRCLE FD III

New

Shares199.0K

Event2026-03-31

Filed2026-04-14

PHILIP MORRIS INTL INC

-2.49%

Shares26.1K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

9.13%

Shares6.6K

Event2026-03-31

Filed2026-04-14

EOG

EOG RES INC

-11.62%

Shares25.1K

Event2026-03-31

Filed2026-04-14

ARCC

ARES CAPITAL CORP

New

Shares197.4K

Event2026-03-31

Filed2026-04-14

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-14

TORONTO DOMINION BK ONT

-0.57%

Shares34.7K

Event2026-03-31

Filed2026-04-14

PSF

COHEN & STEERS SELECT PFD &

-4.81%

Shares160.8K

Event2026-03-31

Filed2026-04-14

ALTRIA GROUP INC

-4.05%

Shares45.6K

Event2026-03-31

Filed2026-04-14

VBR

VANGUARD INDEX FDS

-12.21%

Shares13.8K

Event2026-03-31

Filed2026-04-14

FISERV INC

-8.36%

Shares53.8K

Event2026-03-31

Filed2026-04-14

PAYX

PAYCHEX INC

-6.87%

Shares32.4K

Event2026-03-31

Filed2026-04-14

NVCT

NUVECTIS PHARMA INC

-2.82%

Shares378.6K

Event2026-03-31

Filed2026-04-14

PEP

PEPSICO INC

-28.46%

Shares18.7K

Event2026-03-31

Filed2026-04-14