Sponsored

The Analysis of Baron Wealth Management LLC's Holdings & P&L

Currently, Baron Wealth Management LLC holds 279 types of securities in its portfolio with a total value $334.4M. In the most recent quarter, they have increased their positions in AAPL (+20.2K shares, valued at $5.1M), IVOG (+21.2K shares, valued at $2.6M), N/A (+4.1K shares, valued at $1.2M); decreased their positions in IJR (-18.6K shares, valued at $2.3M), QUAL (-3.8K shares, valued at $737.9K), IVV (-1.1K shares, valued at $699.5K); initiated new positions in ODFL (+3.1K shares, valued at $607.0K), ADSK (+2.1K shares, valued at $499.1K), VRSN (+1.7K shares, valued at $419.0K).

1M P&L

+8.0M+2.37%

3M P&L

+7.9M+2.34%

HY P&L

+35.0M+11.28%

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/A175.5M

55.4%

2Consumer Electronics14.6M

4.6%

3Tools & Accessories9.3M

2.9%

Top Industries by Stock Count

1N/A30 stocks

11.7%

2Insurance - Property & Casualty8 stocks

3.1%

3Software - Application8 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QUAL ISHARES TR280.7K shares-1.35%2026-03-312026-04-16

DIVI FRANKLIN TEMPLETON ETF TR739.6K shares1.75%2026-03-312026-04-16

MFSI MFS ACTIVE EXCHANGE TRADED F974.4K shares-0.36%2026-03-312026-04-16

IJR ISHARES TR172.2K shares-9.75%2026-03-312026-04-16

AAPL APPLE INC56.9K shares55.01%2026-03-312026-04-16

SNA SNAP ON INC24.4K shares2.06%2026-03-312026-04-16

SDVY FIRST TR EXCHANGE TRADED FD187.9K shares13.30%2026-03-312026-04-16

IVOG VANGUARD ADMIRAL FDS INC50.4K shares72.36%2026-03-312026-04-16

Sponsored

SPY STATE STR SPDR S&P 500 ETF T8.5K shares-0.64%2026-03-312026-04-16

RIVN RIVIAN AUTOMOTIVE INC314.0K shares0.00%2026-03-312026-04-16

VIG VANGUARD SPECIALIZED FUNDS19.7K shares6.02%2026-03-312026-04-16

NVDA NVIDIA CORPORATION22.9K shares-3.52%2026-03-312026-04-16

VEA VANGUARD TAX-MANAGED FDS51.6K shares0.02%2026-03-312026-04-16

MSFT MICROSOFT CORP8.8K shares-11.26%2026-03-312026-04-16

IVW ISHARES TR28.5K shares-1.18%2026-03-312026-04-16

AMZN AMAZON COM INC15.0K shares4.04%2026-03-312026-04-16

Sponsored

ALPHABET INC ALPHABET INC10.3K shares47.84%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON11.8K shares2.34%2026-03-312026-04-16

ALPHABET INC ALPHABET INC8.8K shares87.45%2026-03-312026-04-16

FIVE FIVE BELOW INC9.7K shares-5.69%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO6.2K shares-4.02%2026-03-312026-04-16

BROADCOM INC BROADCOM INC5.8K shares2.41%2026-03-312026-04-16

PH PARKER-HANNIFIN CORP1.8K shares2.19%2026-03-312026-04-16

FELG FIDELITY COVINGTON TRUST41.9K shares9.57%2026-03-312026-04-16

Sponsored

WMT WALMART INC12.2K shares-4.17%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR2.5K shares0.00%2026-03-312026-04-16

BWA BORGWARNER INC26.6K shares2.94%2026-03-312026-04-16

ADI ANALOG DEVICES INC4.5K shares-4.82%2026-03-312026-04-16

TSLA TESLA INC3.3K shares4.73%2026-03-312026-04-16

V VISA INC4.0K shares-3.08%2026-03-312026-04-16

GILD GILEAD SCIENCES INC8.5K shares1.63%2026-03-312026-04-16

META META PLATFORMS INC2.0K shares28.64%2026-03-312026-04-16

Sponsored

EFA ISHARES TR11.9K shares0.00%2026-03-312026-04-16

NFLX NETFLIX INC.11.8K shares-5.78%2026-03-312026-04-16

LOW LOWES COS INC4.7K shares-16.99%2026-03-312026-04-16

SAN BANCO SANTANDER SA93.2K shares1.26%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.2K shares7.28%2026-03-312026-04-16

CAT CATERPILLAR INC1.5K shares2.10%2026-03-312026-04-16

CTVA CORTEVA INC12.0K shares37.70%2026-03-312026-04-16

BND VANGUARD BD INDEX FDS13.6K shares6.53%2026-03-312026-04-16

Sponsored

PG PROCTER & GAMBLE CO6.6K shares13.50%2026-03-312026-04-16

MS MORGAN STANLEY5.7K shares-2.54%2026-03-312026-04-16

LINDE PLC LINDE PLC1.9K shares25.88%2026-03-312026-04-16

JBL JABIL INC3.5K shares-0.59%2026-03-312026-04-16

TSM TAIWAN SEMICONDUCTOR MANUFAC2.8K shares-3.88%2026-03-312026-04-16

FAST FASTENAL CO20.1K shares-0.96%2026-03-312026-04-16

AEIS ADVANCED ENERGY INDS2.9K shares0.03%2026-03-312026-04-16

CSCO CISCO SYS INC11.8K shares5.48%2026-03-312026-04-16

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares-27.29%2026-03-312026-04-16

VTV VANGUARD INDEX FDS4.6K shares8.84%2026-03-312026-04-16

IWR ISHARES TR8.9K shares-1.22%2026-03-312026-04-16

RRR RED ROCK RESORTS INC15.7K shares2.96%2026-03-312026-04-16

XOM EXXON MOBIL CORP4.9K shares-3.91%2026-03-312026-04-16

LLY ELI LILLY & CO899 shares7.28%2026-03-312026-04-16

BKDV BNY MELLON ETF TRUST II27.6K shares29.94%2026-03-312026-04-16

IWM ISHARES TR3.3K shares0.15%2026-03-312026-04-16

Sponsored

SPGI S&P GLOBAL INC1.9K shares0.65%2026-03-312026-04-16

AMGN AMGEN INC2.2K shares17.29%2026-03-312026-04-16

SU SUNCOR ENERGY INC NEW11.6K shares2.59%2026-03-312026-04-16

VODAFONE GROUP PLC VODAFONE GROUP PLC50.5K shares3.51%2026-03-312026-04-16

ABBV ABBVIE INC3.5K shares42.11%2026-03-312026-04-16

MO ALTRIA GROUP INC11.4K shares11.09%2026-03-312026-04-16

BCS BARCLAYS PLC35.3K shares-7.82%2026-03-312026-04-16

DB DEUTSCHE BK AG24.9K shares-9.38%2026-03-312026-04-16

Sponsored

NATWEST GROUP PLC NATWEST GROUP PLC48.1K shares-1.01%2026-03-312026-04-16

WFC WELLS FARGO & CO8.8K shares-11.36%2026-03-312026-04-16

USB US BANCORP13.5K shares3.61%2026-03-312026-04-16

F FORD MTR CO58.9K shares-46.31%2026-03-312026-04-16

MA MASTERCARD INCORPORATED1.4K shares-8.67%2026-03-312026-04-16

CB CHUBB LTD SWITZ2.0K shares0.25%2026-03-312026-04-16

KGC KINROSS GOLD CORP21.3K shares-3.50%2026-03-312026-04-16

RTX RTX CORPORATION3.3K shares1.69%2026-03-312026-04-16

Sponsored

EFXT ENERFLEX LTD29.8K shares7.63%2026-03-312026-04-16

TYL TYLER TECHNOLOGIES INC1.8K shares32.85%2026-03-312026-04-16

UI UBIQUITI INC782 shares-16.63%2026-03-312026-04-16

BAC BANK AMERICA CORP12.6K shares2.02%2026-03-312026-04-16

OEF ISHARES TR1.9K shares-14.13%2026-03-312026-04-16

ODFL OLD DOMINION FREIGHT LINE IN3.1K sharesnew addition2026-03-312026-04-16

JCI JOHNSON CONTROLS INTERNATION4.6K shares2.32%2026-03-312026-04-16

VO VANGUARD INDEX FDS2.1K shares-0.33%2026-03-312026-04-16

Sponsored

AA ALCOA CORP9.0K shares1.36%2026-03-312026-04-16

CL COLGATE PALMOLIVE CO6.9K shares95.86%2026-03-312026-04-16

HEI HEICO CORP NEW2.1K shares-16.49%2026-03-312026-04-16

EMR EMERSON ELEC CO4.4K shares-2.34%2026-03-312026-04-16

MU MICRON TECHNOLOGY INC1.7K shares-0.77%2026-03-312026-04-16

STRL STERLING INFRASTRUCTURE INC1.4K shares-24.40%2026-03-312026-04-16

PENN PENN ENTERTAINMENT INC36.4K shares0.00%2026-03-312026-04-16

CVX CHEVRON CORPORATION2.6K shares-52.94%2026-03-312026-04-16

Sponsored

IMO IMPERIAL OIL LTD4.0K shares3.17%2026-03-312026-04-16

IVLU ISHARES TR13.3K shares24.05%2026-03-312026-04-16

NOW SERVICENOW INC5.0K shares35.37%2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC4.3K shares11.51%2026-03-312026-04-16

MCO MOODYS CORP1.2K shares85.53%2026-03-312026-04-16

TRV TRAVELERS COMPANIES INC1.8K shares-26.51%2026-03-312026-04-16

MCD MCDONALDS CORP1.6K shares1.04%2026-03-312026-04-16

NEE NEXTERA ENERGY INC5.4K shares-3.44%2026-03-312026-04-16

Sponsored

DHR DANAHER CORP DEL2.7K shares-11.92%2026-03-312026-04-16

MUR MURPHY OIL CORP12.1K shares2.57%2026-03-312026-04-16

ADSK AUTODESK INC2.1K sharesnew addition2026-03-312026-04-16

BPOP POPULAR INC3.7K shares3.87%2026-03-312026-04-16

GTX GARRETT MOTION INC27.3K shares3.32%2026-03-312026-04-16

BBVA BANCO BILBAO VIZCAYA ARGENTA22.9K shares-4.89%2026-03-312026-04-16

CGAU CENTERRA GOLD INC27.6K shares6.24%2026-03-312026-04-16

IGF ISHARES TR7.3K shares0.00%2026-03-312026-04-16

Sponsored

CBT CABOT CORP6.4K shares38.07%2026-03-312026-04-16

JOYY JOYY INC8.2K shares-1.37%2026-03-312026-04-16

CRM SALESFORCE INC2.6K shares4.69%2026-03-312026-04-16

VRSK VERISK ANALYTICS INC2.5K shares-1.64%2026-03-312026-04-16

AFL AFLAC INC4.4K shares0.48%2026-03-312026-04-16

CITIGROUP INC CITIGROUP INC4.2K shares-0.19%2026-03-312026-04-16

CBOE CBOE GLOBAL MKTS INC1.7K shares8.51%2026-03-312026-04-16

MCK MCKESSON CORP546 shares3.61%2026-03-312026-04-16

Sponsored

MMM 3M CO3.2K shares0.66%2026-03-312026-04-16

ECL ECOLAB INC1.8K shares-16.84%2026-03-312026-04-16

MGA MAGNA INTL INC8.3K shares26.92%2026-03-312026-04-16

ENSG ENSIGN GROUP INC2.3K shares0.00%2026-03-312026-04-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.5K shares9.26%2026-03-312026-04-16

LHX L3HARRIS TECHNOLOGIES INC1.3K shares4.27%2026-03-312026-04-16

SYK STRYKER CORPORATION1.4K shares12.56%2026-03-312026-04-16

DLX DELUXE CORP MEDIUM TERM NTS16.7K shares26.91%2026-03-312026-04-16

Sponsored

GS GOLDMAN SACHS GROUP INC538 shares-24.01%2026-03-312026-04-16

BFH BREAD FINANCIAL HOLDINGS INC6.1K shares49.24%2026-03-312026-04-16

ZTS ZOETIS INC3.8K shares26.91%2026-03-312026-04-16

SHEL SHELL PLC4.8K shares0.00%2026-03-312026-04-16

ROL ROLLINS INC8.2K shares0.00%2026-03-312026-04-16

BTE BAYTEX ENERGY CORP97.7K shares153.91%2026-03-312026-04-16

KMT KENNAMETAL INC12.0K shares3.81%2026-03-312026-04-16

ASML ASML HLDG NV327 shares-9.92%2026-03-312026-04-16

Sponsored

GE AEROSPACE GE AEROSPACE1.5K shares2.98%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION431 shares64.50%2026-03-312026-04-16

IDXX IDEXX LABS INC760 shares0.00%2026-03-312026-04-16

VRSN VERISIGN INC1.7K sharesnew addition2026-03-312026-04-16

MFC MANULIFE FINL CORP12.1K shares0.00%2026-03-312026-04-16

WRB BERKLEY W R CORP6.2K shares0.00%2026-03-312026-04-16

CELESTICA INC CELESTICA INC1.5K shares-2.29%2026-03-312026-04-16

AEM AGNICO EAGLE MINES LTD2.0K shares5.96%2026-03-312026-04-16

Sponsored

BKE BUCKLE INC8.0K shares15.86%2026-03-312026-04-16

LOPE GRAND CANYON ED INC2.4K shares-3.55%2026-03-312026-04-16

MLI MUELLER INDS INC3.6K shares0.17%2026-03-312026-04-16

TS TENARIS S A6.7K shares2.58%2026-03-312026-04-16

ALL ALLSTATE CORP1.9K shares19.31%2026-03-312026-04-16

DDS DILLARDS INC679 shares1.49%2026-03-312026-04-16

TJX TJX COS INC NEW2.4K shares1.77%2026-03-312026-04-16

ON ON SEMICONDUCTOR CORP6.2K shares-8.87%2026-03-312026-04-16

Sponsored

UNH UNITEDHEALTH GROUP INC1.4K shares-31.68%2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.0K shares50.91%2026-03-312026-04-16

HCA HCA HEALTHCARE INC802 shares15.06%2026-03-312026-04-16

IDMO INVESCO EXCH TRADED FD TR II6.9K shares0.50%2026-03-312026-04-16

PHM PULTE GROUP INC3.2K sharesnew addition2026-03-312026-04-16

TMO THERMO FISHER SCIENTIFIC INC750 shares-7.98%2026-03-312026-04-16

WCC WESCO INTL INC1.3K shares-0.08%2026-03-312026-04-16

CTAS CINTAS CORP2.2K shares53.42%2026-03-312026-04-16

Sponsored

MINT PIMCO ETF TR3.6K shares-9.70%2026-03-312026-04-16

NXST NEXSTAR MEDIA GROUP INC2.0K shares17.72%2026-03-312026-04-16

SCHW SCHWAB CHARLES CORP3.8K shares-8.83%2026-03-312026-04-16

TSEM TOWER SEMICONDUCTOR LTD2.0K sharesnew addition2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS1.5K shares-7.12%2026-03-312026-04-16

CRWD CROWDSTRIKE HLDGS INC907 shares0.55%2026-03-312026-04-16

ICE INTERCONTINENTAL EXCHANGE IN2.2K shares46.16%2026-03-312026-04-16

VYMI VANGUARD WHITEHALL FDS3.7K shares0.77%2026-03-312026-04-16

Sponsored

COP CONOCOPHILLIPS2.6K sharesnew addition2026-03-312026-04-16

CM CANADIAN IMPERIAL BANK OF CO3.6K shares1.93%2026-03-312026-04-16

ETR ENTERGY CORP NEW3.1K shares13.35%2026-03-312026-04-16

TNL TRAVEL PLUS LEISURE CO5.0K shares2.76%2026-03-312026-04-16

RB GLOBAL INC RB GLOBAL INC3.6K shares0.00%2026-03-312026-04-16

GEV GE VERNOVA INC381 shares11.40%2026-03-312026-04-16

ITW ILLINOIS TOOL WKS INC1.3K shares31.58%2026-03-312026-04-16

VEEV VEEVA SYS INC1.9K shares-19.38%2026-03-312026-04-16

Sponsored

UNP UNION PAC CORP1.4K shares0.00%2026-03-312026-04-16

SAIA SAIA INC927 shares0.00%2026-03-312026-04-16

PNC PNC FINL SVCS GROUP INC1.6K shares3.03%2026-03-312026-04-16

FBP FIRST BANCORP CORPORATION15.2K shares7.12%2026-03-312026-04-16

SBUX STARBUCKS CORP3.5K shares2.22%2026-03-312026-04-16

PEP PEPSICO INC2.0K sharesnew addition2026-03-312026-04-16

BR BROADRIDGE FINL SOLUTIONS IN1.9K shares100.53%2026-03-312026-04-16

OVV OVINTIV INC5.2K sharesnew addition2026-03-312026-04-16

Sponsored

CNS COHEN & STEERS INC4.9K sharesnew addition2026-03-312026-04-16

IBP INSTALLED BLDG PRODS INC1.1K shares13.51%2026-03-312026-04-16

ABT ABBOTT LABORATORIES2.9K shares-48.58%2026-03-312026-04-16

MEDP MEDPACE HLDGS INC628 shares-2.18%2026-03-312026-04-16

AXP AMERICAN EXPRESS CO996 shares-10.19%2026-03-312026-04-16

PHIN PHINIA INC4.4K shares2.36%2026-03-312026-04-16

MSCI MSCI INC552 shares42.27%2026-03-312026-04-16

APH AMPHENOL CORP2.3K shares-8.98%2026-03-312026-04-16

Sponsored

ZIM ZIM INTEGRATED SHIPPING SERV11.2K shares17.88%2026-03-312026-04-16

LII LENNOX INTL INC631 shares-1.56%2026-03-312026-04-16

MOAT VANECK ETF TRUST3.0K sharesnew addition2026-03-312026-04-16

SAP SAP SE1.7K shares3.90%2026-03-312026-04-16

SII SPROTT INC2.0K sharesnew addition2026-03-312026-04-16

WST WEST PHARMACEUTICAL SVSC INC1.2K shares-1.70%2026-03-312026-04-16

GWW WW GRAINGER INC265 shares-1.12%2026-03-312026-04-16

TNK TEEKAY TANKERS LTD3.9K shares-2.95%2026-03-312026-04-16

Sponsored

KR KROGER CO4.0K sharesnew addition2026-03-312026-04-16

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP830 shares11.56%2026-03-312026-04-16

MSI MOTOROLA SOLUTIONS INC645 shares0.00%2026-03-312026-04-16

CSX CSX CORP6.8K shares-5.76%2026-03-312026-04-16

RMD RESMED INC1.2K shares-18.36%2026-03-312026-04-16

WAFD WAFD INC8.7K shares3.85%2026-03-312026-04-16

CME CME GROUP INC924 shares1.43%2026-03-312026-04-16

GLW CORNING INC2.0K sharesnew addition2026-03-312026-04-16

Sponsored

DHT DHT HOLDINGS INC14.8K shares4.18%2026-03-312026-04-16

MKL MARKEL GROUP INC138 shares0.00%2026-03-312026-04-16

NAT NORDIC AMERICAN TANKERS LIMI45.1K shares3.37%2026-03-312026-04-16

TDW TIDEWATER INC NEW3.1K sharesnew addition2026-03-312026-04-16

PGR PROGRESSIVE CORP1.3K shares49.83%2026-03-312026-04-16

INMD INMODE LTD19.1K sharesnew addition2026-03-312026-04-16

SIGI SELECTIVE INS GROUP INC3.5K shares10.08%2026-03-312026-04-16

PAYX PAYCHEX INC2.8K shares0.61%2026-03-312026-04-16

Sponsored

SO SOUTHERN CO2.7K shares-9.88%2026-03-312026-04-16

TOL TOLL BROTHERS INC1.9K shares12.51%2026-03-312026-04-16

CSGP COSTAR GROUP INC6.3K shares-12.11%2026-03-312026-04-16

MMC MARSH & MCLENNAN COS INC1.5K shares34.41%2026-03-312026-04-16

EMBC EMBECTA CORP28.4K sharesnew addition2026-03-312026-04-16

BA BOEING CO1.3K shares-6.80%2026-03-312026-04-16

PRDO PERDOCEO ED CORP6.7K sharesnew addition2026-03-312026-04-16

FHI FEDERATED HERMES INC4.4K sharesnew addition2026-03-312026-04-16

Sponsored

EOG EOG RES INC1.7K sharesnew addition2026-03-312026-04-16

SIG SIGNET JEWELERS LIMITED2.9K shares3.17%2026-03-312026-04-16

HIG HARTFORD INSURANCE GROUP INC1.8K shares12.92%2026-03-312026-04-16

PBYI PUMA BIOTECHNOLOGY INC38.3K shares8.15%2026-03-312026-04-16

SENEA SENECA FOODS CORP NEW1.6K sharesnew addition2026-03-312026-04-16

DVN DEVON ENERGY CORP NEW4.9K sharesnew addition2026-03-312026-04-16

PVAL PUTNAM ETF TRUST5.2K sharesnew addition2026-03-312026-04-16

DOV DOVER CORP1.1K shares0.00%2026-03-312026-04-16

Sponsored

CMC COMMERCIAL METALS CO3.8K shares0.16%2026-03-312026-04-16

CGXU CAPITAL GROUP INTL FOCUS EQT7.9K sharesnew addition2026-03-312026-04-16

VTWO VANGUARD SCOTTSDALE FDS2.3K shares0.00%2026-03-312026-04-16

SHOP SHOPIFY INC2.0K shares16.72%2026-03-312026-04-16

FLR FLUOR CORP5.0K shares-6.49%2026-03-312026-04-16

IVV ISHARES TR349 shares-75.41%2026-03-312026-04-16

AIG AMERICAN INTL GROUP INC3.0K shares1.58%2026-03-312026-04-16

CYD CHINA YUCHAI INTL LTD5.9K sharesnew addition2026-03-312026-04-16

Sponsored

HD HOME DEPOT INC688 shares-32.94%2026-03-312026-04-16

BAP CREDICORP LTD667 sharesnew addition2026-03-312026-04-16

VMC VULCAN MATLS CO827 shares6.71%2026-03-312026-04-16

COEUR MNG INC COEUR MNG INC11.8K sharesnew addition2026-03-312026-04-16

BSX BOSTON SCIENTIFIC CORP3.5K shares13.56%2026-03-312026-04-16

DIS DISNEY WALT CO2.3K shares0.65%2026-03-312026-04-16

APA CORPORATION APA CORPORATION5.2K sharesnew addition2026-03-312026-04-16

RGA REINSURANCE GROUP AMER INC1.1K shares2.94%2026-03-312026-04-16

Sponsored

WAB WABTEC884 sharesnew addition2026-03-312026-04-16

GHC GRAHAM HLDGS CO208 shares5.05%2026-03-312026-04-16

ATKR ATKORE INC3.7K shares11.66%2026-03-312026-04-16

T AT&T INC7.5K sharesnew addition2026-03-312026-04-16

PM PHILIP MORRIS INTL INC1.3K sharesnew addition2026-03-312026-04-16

AM ANTERO MIDSTREAM CORP9.4K sharesnew addition2026-03-312026-04-16

GWRE GUIDEWIRE SOFTWARE INC1.4K shares-8.83%2026-03-312026-04-16

ACT ENACT HLDGS INC5.2K sharesnew addition2026-03-312026-04-16

Sponsored

HSY HERSHEY CO1.0K sharesnew addition2026-03-312026-04-16

HOFT HOOKER FURNISHINGS CORPORATI16.6K shares0.00%2026-03-312026-04-16

SNCY SUN CTRY AIRLS HLDGS INC12.9K shares-1.94%2026-03-312026-04-16

TDY TELEDYNE TECHNOLOGIES INC349 sharesnew addition2026-03-312026-04-16

NSC NORFOLK SOUTHN CORP735 shares0.00%2026-03-312026-04-16

THC TENET HEALTHCARE CORP1.1K shares-2.36%2026-03-312026-04-16

ES EVERSOURCE ENERGY3.0K sharesnew addition2026-03-312026-04-16

AMG AFFILIATED MANAGERS GROUP759 shares-1.56%2026-03-312026-04-16

Sponsored

BK TECHNOLOGIES CORPORATION BK TECHNOLOGIES CORPORATION2.8K shares-10.90%2026-03-312026-04-16

ORCL ORACLE CORP1.4K shares2.83%2026-03-312026-04-16

KO COCA COLA CO2.7K sharesnew addition2026-03-312026-04-16

MEDTRONIC PLC MEDTRONIC PLC2.4K shares-44.58%2026-03-312026-04-16

HAL HALLIBURTON CO5.3K sharesnew addition2026-03-312026-04-16

FBCG FIDELITY COVINGTON TRUST4.1K sharesnew addition2026-03-312026-04-16

HUBG HUB GROUP INC5.7K shares-7.54%2026-03-312026-04-16

ASTRAZENECA PLC ASTRAZENECA PLC1.0K sharesnew addition2026-03-312026-04-16

Sponsored

SONY SONY GROUP CORP9.9K shares-42.89%2026-03-312026-04-16

KFY KORN FERRY3.2K sharesnew addition2026-03-312026-04-16

RUSHA RUSH ENTERPRISES INC3.0K sharesnew addition2026-03-312026-04-16

ORLA ORLA MNG LTD NEW12.5K shares-28.90%2026-03-312026-04-16

WU WESTERN UN CO20.0K shares73.92%2026-03-312026-04-16

QUAD QUAD / GRAPHICS INC21.9K sharesnew addition2026-03-312026-04-16

ERIC TELEFONAKTIEBOLAGET LM ERICS12.7K shares0.94%2026-03-312026-04-16

NMR NOMURA HLDGS INC16.7K shares15.02%2026-03-312026-04-16

Sponsored

AGNC AGNC INVT CORP13.1K shares3.97%2026-03-312026-04-16

TK TEEKAY CORPORATION LTD10.7K shares1.75%2026-03-312026-04-16

EBS EMERGENT BIOSOLUTIONS INC15.1K shares40.19%2026-03-312026-04-16

INNV INNOVAGE HLDG CORP13.0K sharesnew addition2026-03-312026-04-16

AEGON LTD AEGON LTD11.2K sharesnew addition2026-03-312026-04-16

LYG LLOYDS BANKING GROUP PLC10.6K shares-0.60%2026-03-312026-04-16

TBLA TABOOLA.COM LTD11.6K shares-20.29%2026-03-312026-04-16

QUAL

ISHARES TR

-1.35%

Shares280.7K

Event2026-03-31

Filed2026-04-16

DIVI

FRANKLIN TEMPLETON ETF TR

1.75%

Shares739.6K

Event2026-03-31

Filed2026-04-16

MFSI

MFS ACTIVE EXCHANGE TRADED F

-0.36%

Shares974.4K

Event2026-03-31

Filed2026-04-16

IJR

ISHARES TR

-9.75%

Shares172.2K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

55.01%

Shares56.9K

Event2026-03-31

Filed2026-04-16

SNA

SNAP ON INC

2.06%

Shares24.4K

Event2026-03-31

Filed2026-04-16

SDVY

FIRST TR EXCHANGE TRADED FD

13.30%

Shares187.9K

Event2026-03-31

Filed2026-04-16

IVOG

VANGUARD ADMIRAL FDS INC

72.36%

Shares50.4K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

-0.64%

Shares8.5K

Event2026-03-31

Filed2026-04-16

RIVN

RIVIAN AUTOMOTIVE INC

0.00%

Shares314.0K

Event2026-03-31

Filed2026-04-16

VIG

VANGUARD SPECIALIZED FUNDS

6.02%

Shares19.7K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

-3.52%

Shares22.9K

Event2026-03-31

Filed2026-04-16

VEA

VANGUARD TAX-MANAGED FDS

0.02%

Shares51.6K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

-11.26%

Shares8.8K

Event2026-03-31

Filed2026-04-16

IVW

ISHARES TR

-1.18%

Shares28.5K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

4.04%

Shares15.0K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

47.84%

Shares10.3K

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON

2.34%

Shares11.8K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

87.45%

Shares8.8K

Event2026-03-31

Filed2026-04-16

FIVE

FIVE BELOW INC

-5.69%

Shares9.7K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

-4.02%

Shares6.2K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

2.41%

Shares5.8K

Event2026-03-31

Filed2026-04-16

PARKER-HANNIFIN CORP

2.19%

Shares1.8K

Event2026-03-31

Filed2026-04-16

FELG

FIDELITY COVINGTON TRUST

9.57%

Shares41.9K

Event2026-03-31

Filed2026-04-16

WMT

WALMART INC

-4.17%

Shares12.2K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-16

BWA

BORGWARNER INC

2.94%

Shares26.6K

Event2026-03-31

Filed2026-04-16

ADI

ANALOG DEVICES INC

-4.82%

Shares4.5K

Event2026-03-31

Filed2026-04-16

TSLA

TESLA INC

4.73%

Shares3.3K

Event2026-03-31

Filed2026-04-16

VISA INC

-3.08%

Shares4.0K

Event2026-03-31

Filed2026-04-16

GILD

GILEAD SCIENCES INC

1.63%

Shares8.5K

Event2026-03-31

Filed2026-04-16