Sponsored

The Analysis of BENEDICT FINANCIAL ADVISORS INC's Holdings & P&L

Currently, BENEDICT FINANCIAL ADVISORS INC holds 133 types of securities in its portfolio with a total value $480.5M. In the most recent quarter, they have increased their positions in N/A (+5.8K shares, valued at $1.1M), BDX (+5.7K shares, valued at $890.2K), MSFT (+2.4K shares, valued at $888.0K); decreased their positions in GLW (-9.6K shares, valued at $1.3M), AAPL (-3.5K shares, valued at $881.4K), RTX (-4.3K shares, valued at $832.9K); initiated new positions in N/A (+5.8K shares, valued at $1.1M), KNSL (+1.3K shares, valued at $456.9K), N/A (+1.0K shares, valued at $288.8K).

1M P&L

+20.9M+4.65%

3M P&L

+10.9M+2.37%

HY P&L

+49.7M+11.83%

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

1Drug Manufacturers - General46.6M

10.6%

2N/A30.3M

6.9%

3Tobacco25.9M

5.9%

Top Industries by Stock Count

1N/A15 stocks

12.7%

2Drug Manufacturers - General7 stocks

5.9%

3Insurance - Property & Casualty4 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC84.2K shares-3.96%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON61.4K shares-1.87%2026-03-312026-04-20

MO ALTRIA GROUP INC217.6K shares-1.17%2026-03-312026-04-20

BIL STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF156.0K shares-1.13%2026-03-312026-04-20

CSCO CISCO SYSTEMS INC179.5K shares-1.79%2026-03-312026-04-20

MSFT MICROSOFT CORP37.0K shares6.94%2026-03-312026-04-20

RTX RTX CORP65.0K shares-6.23%2026-03-312026-04-20

GLW CORNING INC86.8K shares-9.92%2026-03-312026-04-20

Sponsored

AMGN AMGEN INC33.3K shares-1.12%2026-03-312026-04-20

PM PHILIP MORRIS INTL INC69.8K shares-1.27%2026-03-312026-04-20

TRV TRAVELERS COS INC35.2K shares-0.87%2026-03-312026-04-20

ABBV ABBVIE INC46.5K shares-0.99%2026-03-312026-04-20

CME CME GROUP INC CL A30.4K shares0.51%2026-03-312026-04-20

VZ VERIZON COMMUNICATIONS INC175.5K shares1.04%2026-03-312026-04-20

CB CHUBB LTD24.1K shares3.56%2026-03-312026-04-20

LMT LOCKHEED MARTIN CORP12.5K shares3.26%2026-03-312026-04-20

Sponsored

BERKSHIRE HATHAWAY INC CL B BERKSHIRE HATHAWAY INC CL B14.7K shares-1.60%2026-03-312026-04-20

MCD MCDONALDS CORP21.1K shares-3.41%2026-03-312026-04-20

MEDTRONIC PLC MEDTRONIC PLC75.5K shares-0.63%2026-03-312026-04-20

DUKE ENERGY CORP DUKE ENERGY CORP49.6K shares0.63%2026-03-312026-04-20

V VISA INC CL A21.3K shares-1.34%2026-03-312026-04-20

HSY HERSHEY COMPANY30.0K shares-1.25%2026-03-312026-04-20

CVX CHEVRON CORP30.0K shares-0.29%2026-03-312026-04-20

HON HONEYWELL INTL INC26.7K shares-1.62%2026-03-312026-04-20

Sponsored

KO COCA-COLA COMPANY75.4K shares0.54%2026-03-312026-04-20

WMT WALMART INC45.8K shares-3.07%2026-03-312026-04-20

KMI KINDER MORGAN INC DE166.0K shares2.23%2026-03-312026-04-20

QCOM QUALCOMM INC42.5K shares0.19%2026-03-312026-04-20

PG PROCTER & GAMBLE CO35.0K shares1.11%2026-03-312026-04-20

CENCORA INC CENCORA INC16.0K shares-2.42%2026-03-312026-04-20

FANG DIAMONDBACK ENERGY INC23.4K shares-1.04%2026-03-312026-04-20

EMR EMERSON ELECTRIC CO34.5K shares-1.73%2026-03-312026-04-20

Sponsored

AXP AMERICAN EXPRESS CO14.5K shares-0.40%2026-03-312026-04-20

SYY SYSCO CORP58.9K shares1.08%2026-03-312026-04-20

BMY BRISTOL MYERS SQUIBB COMPANY69.2K shares0.80%2026-03-312026-04-20

AMZN AMAZON.COM INC20.0K shares1.66%2026-03-312026-04-20

SBUX STARBUCKS CORP46.3K shares-0.64%2026-03-312026-04-20

XLV STATE STREET HEALTHCARE SELECT SECTOR SPDR ETF27.1K shares-0.98%2026-03-312026-04-20

DOV DOVER CORP19.0K shares-1.20%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO13.2K shares-2.06%2026-03-312026-04-20

Sponsored

BDX BECTON DICKINSON & CO24.5K shares30.05%2026-03-312026-04-20

RNR RENAISSANCERE HOLDINGS LIMITED12.8K shares-0.64%2026-03-312026-04-20

GIS GENERAL MILLS INC101.2K shares4.74%2026-03-312026-04-20

INVESCO QQQ ETF INVESCO QQQ ETF6.3K shares-0.41%2026-03-312026-04-20

KR KROGER CO49.9K shares1.04%2026-03-312026-04-20

LAMR LAMAR ADVERTISING COMPANY NEW CL A28.5K shares25.38%2026-03-312026-04-20

ADP AUTOMATIC DATA PROCESSING INC17.5K shares-2.32%2026-03-312026-04-20

VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF16.5K shares-2.44%2026-03-312026-04-20

Sponsored

CAT CATERPILLAR INC4.9K shares-0.04%2026-03-312026-04-20

COST COSTCO WHOLESALE CORP3.4K shares-0.97%2026-03-312026-04-20

ABT ABBOTT LABORATORIES32.7K shares1.14%2026-03-312026-04-20

ICE INTERCONTINENTAL EXCHANGE INC20.2K shares3.51%2026-03-312026-04-20

DLR DIGITAL REALTY TRUST INC17.4K shares0.17%2026-03-312026-04-20

ADM ARCHER DANIELS MIDLAND COMPANY43.0K shares-1.33%2026-03-312026-04-20

TRP TC ENERGY CORP48.9K shares-0.54%2026-03-312026-04-20

NVDA NVIDIA CORP17.4K shares-0.42%2026-03-312026-04-20

Sponsored

TGT TARGET CORP24.4K shares-0.70%2026-03-312026-04-20

CTRA COTERRA ENERGY INC82.7K shares2.91%2026-03-312026-04-20

CBOE CBOE GLOBAL MARKETS INC10.1K shares0.20%2026-03-312026-04-20

AXS AXIS CAPITAL HOLDINGS LIMITED26.5K shares-0.56%2026-03-312026-04-20

LOW LOWES COMPANIES INC11.3K shares-2.44%2026-03-312026-04-20

ROL ROLLINS INC49.8K shares-0.80%2026-03-312026-04-20

NVS NOVARTIS AG SPON ADR17.4K shares-0.64%2026-03-312026-04-20

TXN TEXAS INSTRUMENTS INC13.6K shares-1.39%2026-03-312026-04-20

Sponsored

KMB KIMBERLY CLARK CORP26.7K shares-1.77%2026-03-312026-04-20

OKE ONEOK INC28.3K shares8.02%2026-03-312026-04-20

ELV ELEVANCE HEALTH INC8.7K shares-2.13%2026-03-312026-04-20

RPM RPM INTERNATIONAL INC25.3K shares-0.12%2026-03-312026-04-20

CRWD CROWDSTRIKE HOLDINGS INC CL A6.4K shares2.13%2026-03-312026-04-20

UNILEVER PLC SPON ADR UNILEVER PLC SPON ADR43.4K shares-1.47%2026-03-312026-04-20

CVS CVS HEALTH CORP34.4K shares0.78%2026-03-312026-04-20

ROK ROCKWELL AUTOMATION INC6.9K shares-0.81%2026-03-312026-04-20

Sponsored

EXPD EXPEDITORS INTL WASH INC16.8K shares-2.02%2026-03-312026-04-20

NESTLE S A SPON ADR REPSTG REG SHS NESTLE S A SPON ADR REPSTG REG SHS23.9K shares1.13%2026-03-312026-04-20

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP6.9K shares-0.82%2026-03-312026-04-20

GPN GLOBAL PAYMENTS INC34.1K shares33.82%2026-03-312026-04-20

CITIGROUP INC CITIGROUP INC19.6K shares-1.04%2026-03-312026-04-20

WTRG ESSENTIAL UTILITIES INC53.2K shares-4.84%2026-03-312026-04-20

CHRW C H ROBINSON WORLDWIDE INC12.6K shares-1.14%2026-03-312026-04-20

BA BOEING COMPANY10.4K shares8.56%2026-03-312026-04-20

Sponsored

SO SOUTHERN COMPANY21.5K shares-0.02%2026-03-312026-04-20

HD HOME DEPOT INC6.3K shares0.27%2026-03-312026-04-20

ALPHABET INC CL A ALPHABET INC CL A6.9K shares-11.08%2026-03-312026-04-20

PEP PEPSICO INC12.8K shares-11.29%2026-03-312026-04-20

IWD ISHARES RUSSELL 1000 VALUE ETF9.3K shares2.15%2026-03-312026-04-20

SYK STRYKER CORP5.7K shares0.00%2026-03-312026-04-20

DEO DIAGEO PLC SPON ADR25.1K shares3.64%2026-03-312026-04-20

NEE NEXTERA ENERGY INC19.5K shares-1.36%2026-03-312026-04-20

Sponsored

SHV ISHARES 0-1 YEAR TREASURY BOND ETF15.8K shares18.75%2026-03-312026-04-20

RLI R L I CORP29.4K shares-4.15%2026-03-312026-04-20

GILD GILEAD SCIENCES INC11.8K shares-2.63%2026-03-312026-04-20

O REALTY INCOME CORP25.0K shares2.50%2026-03-312026-04-20

STZ CONSTELLATION BRANDS INC CL A9.8K shares9.74%2026-03-312026-04-20

UBER UBER TECHNOLOGIES INC17.5K shares2.80%2026-03-312026-04-20

NVO NOVO NORDISK AS ADR33.5K shares-5.74%2026-03-312026-04-20

NKE NIKE INC CL B21.6K shares3.15%2026-03-312026-04-20

Sponsored

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF5.8K sharesnew addition2026-03-312026-04-20

SHY ISHARES 1-3 YR TREASURY BOND ETF13.5K shares-10.48%2026-03-312026-04-20

DIS WALT DISNEY CO11.3K shares-4.65%2026-03-312026-04-20

GPC GENUINE PARTS CO9.6K shares-0.58%2026-03-312026-04-20

XOM EXXON MOBIL CORP5.2K shares18.05%2026-03-312026-04-20

IWF ISHARES RUSSELL 1000 GROWTH ETF1.7K shares-7.59%2026-03-312026-04-20

CARR CARRIER GLOBAL CORP12.6K shares-0.08%2026-03-312026-04-20

BAC BANK OF AMERICA CORP13.2K shares-16.64%2026-03-312026-04-20

Sponsored

DLN WISDOMTREE U S LARGE CAP DIVIDEND ETF7.2K shares-10.91%2026-03-312026-04-20

DE DEERE & CO1.1K shares-4.97%2026-03-312026-04-20

SII SPROTT INC3.9K shares0.23%2026-03-312026-04-20

BHP BHP GROUP LTD SPON ADR7.3K shares1.04%2026-03-312026-04-20

META META PLATFORMS INC CL A806 shares-17.42%2026-03-312026-04-20

ABBNY ABB LTD SPON ADR5.7K shares-4.27%2026-03-312026-04-20

KNSL KINSALE CAPITAL GROUP INC1.3K sharesnew addition2026-03-312026-04-20

WPM WHEATON PRECIOUS METALS CORP3.4K shares0.00%2026-03-312026-04-20

Sponsored

SHOP SHOPIFY INC CL A3.7K shares0.00%2026-03-312026-04-20

SPY STATE STREET SPDR S&P 500 ETF676 shares-26.36%2026-03-312026-04-20

RGLD ROYAL GOLD INC1.7K shares-1.29%2026-03-312026-04-20

PKG PACKAGING CORP OF AMERICA1.9K shares-0.63%2026-03-312026-04-20

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC5.6K shares-2.91%2026-03-312026-04-20

VANGUARD S&P 500 INDEX ETF VANGUARD S&P 500 INDEX ETF625 shares0.32%2026-03-312026-04-20

DVY ISHARES SELECT DIVIDEND ETF2.4K shares1.23%2026-03-312026-04-20

BROADCOM INC BROADCOM INC1.2K shares2.76%2026-03-312026-04-20

Sponsored

INGR INGREDION INC3.0K shares57.03%2026-03-312026-04-20

PYLD PIMCO MULTISECTOR BOND ACTIVE ETF11.9K shares-44.99%2026-03-312026-04-20

QLTY GMO U S QUALITY ETF8.3K shares-2.87%2026-03-312026-04-20

YUM YUM BRANDS INC1.9K shares-0.26%2026-03-312026-04-20

ALPHABET INC CL C ALPHABET INC CL C1.0K sharesnew addition2026-03-312026-04-20

T AT&T INC9.7K shares0.10%2026-03-312026-04-20

DG DOLLAR GENL CORP2.3K shares0.26%2026-03-312026-04-20

NFLX NETFLIX INC2.8K sharesnew addition2026-03-312026-04-20

Sponsored

MKTX MARKETAXESS HOLDINGS INC1.4K shares-13.41%2026-03-312026-04-20

UNH UNITEDHEALTH GROUP INC821 shares-6.81%2026-03-312026-04-20

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF4.4K shares-22.36%2026-03-312026-04-20

DGRW WISDOMTREE U S QUALITY DIVIDEND GROWTH ETF2.3K sharesnew addition2026-03-312026-04-20

GANX GAIN THERAPEUTICS INC15.5K shares-59.21%2026-03-312026-04-20

AAPL

APPLE INC

-3.96%

Shares84.2K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

-1.87%

Shares61.4K

Event2026-03-31

Filed2026-04-20

ALTRIA GROUP INC

-1.17%

Shares217.6K

Event2026-03-31

Filed2026-04-20

BIL

STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF

-1.13%

Shares156.0K

Event2026-03-31

Filed2026-04-20

CSCO

CISCO SYSTEMS INC

-1.79%

Shares179.5K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

6.94%

Shares37.0K

Event2026-03-31

Filed2026-04-20

RTX

RTX CORP

-6.23%

Shares65.0K

Event2026-03-31

Filed2026-04-20

GLW

CORNING INC

-9.92%

Shares86.8K

Event2026-03-31

Filed2026-04-20

AMGN

AMGEN INC

-1.12%

Shares33.3K

Event2026-03-31

Filed2026-04-20

PHILIP MORRIS INTL INC

-1.27%

Shares69.8K

Event2026-03-31

Filed2026-04-20

TRV

TRAVELERS COS INC

-0.87%

Shares35.2K

Event2026-03-31

Filed2026-04-20

ABBV

ABBVIE INC

-0.99%

Shares46.5K

Event2026-03-31

Filed2026-04-20

CME

CME GROUP INC CL A

0.51%

Shares30.4K

Event2026-03-31

Filed2026-04-20

VERIZON COMMUNICATIONS INC

1.04%

Shares175.5K

Event2026-03-31

Filed2026-04-20

CHUBB LTD

3.56%

Shares24.1K

Event2026-03-31

Filed2026-04-20

LMT

LOCKHEED MARTIN CORP

3.26%

Shares12.5K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC CL B

-1.60%

Shares14.7K

Event2026-03-31

Filed2026-04-20

MCD

MCDONALDS CORP

-3.41%

Shares21.1K

Event2026-03-31

Filed2026-04-20

MEDTRONIC PLC

-0.63%

Shares75.5K

Event2026-03-31

Filed2026-04-20

DUKE ENERGY CORP

0.63%

Shares49.6K

Event2026-03-31

Filed2026-04-20

VISA INC CL A

-1.34%

Shares21.3K

Event2026-03-31

Filed2026-04-20

HSY

HERSHEY COMPANY

-1.25%

Shares30.0K

Event2026-03-31

Filed2026-04-20

CVX

CHEVRON CORP

-0.29%

Shares30.0K

Event2026-03-31

Filed2026-04-20

HON

HONEYWELL INTL INC

-1.62%

Shares26.7K

Event2026-03-31

Filed2026-04-20

COCA-COLA COMPANY

0.54%

Shares75.4K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

-3.07%

Shares45.8K

Event2026-03-31

Filed2026-04-20

KMI

KINDER MORGAN INC DE

2.23%

Shares166.0K

Event2026-03-31

Filed2026-04-20

QCOM

QUALCOMM INC

0.19%

Shares42.5K

Event2026-03-31

Filed2026-04-20

PROCTER & GAMBLE CO

1.11%

Shares35.0K

Event2026-03-31

Filed2026-04-20

CENCORA INC

-2.42%

Shares16.0K

Event2026-03-31

Filed2026-04-20

FANG

DIAMONDBACK ENERGY INC

-1.04%

Shares23.4K

Event2026-03-31

Filed2026-04-20

EMR

EMERSON ELECTRIC CO

-1.73%

Shares34.5K

Event2026-03-31

Filed2026-04-20

AXP

AMERICAN EXPRESS CO

-0.40%

Shares14.5K

Event2026-03-31

Filed2026-04-20

SYY

SYSCO CORP

1.08%

Shares58.9K

Event2026-03-31

Filed2026-04-20

BMY

BRISTOL MYERS SQUIBB COMPANY

0.80%

Shares69.2K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON.COM INC

1.66%

Shares20.0K

Event2026-03-31

Filed2026-04-20

SBUX

STARBUCKS CORP

-0.64%

Shares46.3K

Event2026-03-31

Filed2026-04-20

XLV

STATE STREET HEALTHCARE SELECT SECTOR SPDR ETF

-0.98%

Shares27.1K

Event2026-03-31

Filed2026-04-20

DOV

DOVER CORP

-1.20%

Shares19.0K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

-2.06%

Shares13.2K

Event2026-03-31

Filed2026-04-20

BDX

BECTON DICKINSON & CO

30.05%

Shares24.5K

Event2026-03-31

Filed2026-04-20

RNR

RENAISSANCERE HOLDINGS LIMITED

-0.64%

Shares12.8K

Event2026-03-31

Filed2026-04-20

GIS

GENERAL MILLS INC

4.74%

Shares101.2K

Event2026-03-31

Filed2026-04-20

INVESCO QQQ ETF

-0.41%

Shares6.3K

Event2026-03-31

Filed2026-04-20

KROGER CO

1.04%

Shares49.9K

Event2026-03-31

Filed2026-04-20

LAMR

LAMAR ADVERTISING COMPANY NEW CL A

25.38%

Shares28.5K

Event2026-03-31

Filed2026-04-20

ADP

AUTOMATIC DATA PROCESSING INC

-2.32%

Shares17.5K

Event2026-03-31

Filed2026-04-20

VIG

VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF

-2.44%

Shares16.5K

Event2026-03-31

Filed2026-04-20

CAT

CATERPILLAR INC

-0.04%

Shares4.9K

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHOLESALE CORP

-0.97%

Shares3.4K

Event2026-03-31

Filed2026-04-20

ABT

ABBOTT LABORATORIES

1.14%

Shares32.7K

Event2026-03-31

Filed2026-04-20

ICE

INTERCONTINENTAL EXCHANGE INC

3.51%

Shares20.2K

Event2026-03-31

Filed2026-04-20

DLR

DIGITAL REALTY TRUST INC

0.17%

Shares17.4K

Event2026-03-31

Filed2026-04-20

ADM

ARCHER DANIELS MIDLAND COMPANY

-1.33%

Shares43.0K

Event2026-03-31

Filed2026-04-20

TRP

TC ENERGY CORP

-0.54%

Shares48.9K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORP

-0.42%

Shares17.4K

Event2026-03-31

Filed2026-04-20

TGT

TARGET CORP

-0.70%

Shares24.4K

Event2026-03-31

Filed2026-04-20

CTRA

COTERRA ENERGY INC

2.91%

Shares82.7K

Event2026-03-31

Filed2026-04-20

CBOE

CBOE GLOBAL MARKETS INC

0.20%

Shares10.1K

Event2026-03-31

Filed2026-04-20

AXS

AXIS CAPITAL HOLDINGS LIMITED

-0.56%

Shares26.5K

Event2026-03-31

Filed2026-04-20

LOW

LOWES COMPANIES INC

-2.44%

Shares11.3K

Event2026-03-31

Filed2026-04-20

ROL

ROLLINS INC

-0.80%

Shares49.8K

Event2026-03-31

Filed2026-04-20

NVS

NOVARTIS AG SPON ADR

-0.64%

Shares17.4K

Event2026-03-31

Filed2026-04-20

TXN

TEXAS INSTRUMENTS INC

-1.39%

Shares13.6K

Event2026-03-31

Filed2026-04-20

KMB

KIMBERLY CLARK CORP

-1.77%

Shares26.7K

Event2026-03-31

Filed2026-04-20

OKE

ONEOK INC

8.02%

Shares28.3K

Event2026-03-31

Filed2026-04-20

ELV

ELEVANCE HEALTH INC

-2.13%

Shares8.7K

Event2026-03-31

Filed2026-04-20

RPM

RPM INTERNATIONAL INC

-0.12%

Shares25.3K

Event2026-03-31

Filed2026-04-20

CRWD

CROWDSTRIKE HOLDINGS INC CL A

2.13%

Shares6.4K

Event2026-03-31

Filed2026-04-20

UNILEVER PLC SPON ADR

-1.47%

Shares43.4K

Event2026-03-31

Filed2026-04-20

CVS

CVS HEALTH CORP

0.78%

Shares34.4K

Event2026-03-31

Filed2026-04-20

ROK

ROCKWELL AUTOMATION INC

-0.81%

Shares6.9K

Event2026-03-31

Filed2026-04-20

EXPD

EXPEDITORS INTL WASH INC

-2.02%

Shares16.8K

Event2026-03-31

Filed2026-04-20

NESTLE S A SPON ADR REPSTG REG SHS

1.13%

Shares23.9K

Event2026-03-31

Filed2026-04-20

GENERAL DYNAMICS CORP

-0.82%

Shares6.9K

Event2026-03-31

Filed2026-04-20

GPN

GLOBAL PAYMENTS INC

33.82%

Shares34.1K

Event2026-03-31

Filed2026-04-20

CITIGROUP INC

-1.04%

Shares19.6K

Event2026-03-31

Filed2026-04-20

WTRG

ESSENTIAL UTILITIES INC

-4.84%

Shares53.2K

Event2026-03-31

Filed2026-04-20

CHRW

C H ROBINSON WORLDWIDE INC

-1.14%

Shares12.6K

Event2026-03-31

Filed2026-04-20

BOEING COMPANY

8.56%

Shares10.4K

Event2026-03-31

Filed2026-04-20

SOUTHERN COMPANY

-0.02%

Shares21.5K

Event2026-03-31

Filed2026-04-20

HOME DEPOT INC

0.27%

Shares6.3K

Event2026-03-31

Filed2026-04-20

ALPHABET INC CL A

-11.08%

Shares6.9K

Event2026-03-31

Filed2026-04-20

PEP

PEPSICO INC

-11.29%

Shares12.8K

Event2026-03-31

Filed2026-04-20

IWD

ISHARES RUSSELL 1000 VALUE ETF

2.15%

Shares9.3K

Event2026-03-31

Filed2026-04-20

SYK

STRYKER CORP

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-20

DEO

DIAGEO PLC SPON ADR

3.64%

Shares25.1K

Event2026-03-31

Filed2026-04-20

NEE

NEXTERA ENERGY INC

-1.36%

Shares19.5K

Event2026-03-31

Filed2026-04-20

SHV

ISHARES 0-1 YEAR TREASURY BOND ETF

18.75%

Shares15.8K

Event2026-03-31

Filed2026-04-20

RLI

R L I CORP

-4.15%

Shares29.4K

Event2026-03-31

Filed2026-04-20

GILD

GILEAD SCIENCES INC

-2.63%

Shares11.8K

Event2026-03-31

Filed2026-04-20

REALTY INCOME CORP

2.50%

Shares25.0K

Event2026-03-31

Filed2026-04-20

STZ

CONSTELLATION BRANDS INC CL A

9.74%

Shares9.8K

Event2026-03-31

Filed2026-04-20

UBER

UBER TECHNOLOGIES INC

2.80%

Shares17.5K

Event2026-03-31

Filed2026-04-20

NVO

NOVO NORDISK AS ADR

-5.74%

Shares33.5K

Event2026-03-31

Filed2026-04-20

NKE

NIKE INC CL B

3.15%

Shares21.6K

Event2026-03-31

Filed2026-04-20

INVESCO S&P 500 EQUAL WEIGHT ETF

New

Shares5.8K

Event2026-03-31

Filed2026-04-20

SHY

ISHARES 1-3 YR TREASURY BOND ETF

-10.48%

Shares13.5K

Event2026-03-31

Filed2026-04-20

DIS

WALT DISNEY CO

-4.65%

Shares11.3K

Event2026-03-31

Filed2026-04-20

GPC

GENUINE PARTS CO

-0.58%

Shares9.6K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

18.05%

Shares5.2K

Event2026-03-31

Filed2026-04-20

IWF

ISHARES RUSSELL 1000 GROWTH ETF

-7.59%

Shares1.7K

Event2026-03-31

Filed2026-04-20

CARR

CARRIER GLOBAL CORP

-0.08%

Shares12.6K

Event2026-03-31

Filed2026-04-20

BAC

BANK OF AMERICA CORP

-16.64%

Shares13.2K

Event2026-03-31

Filed2026-04-20

DLN

WISDOMTREE U S LARGE CAP DIVIDEND ETF

-10.91%

Shares7.2K

Event2026-03-31

Filed2026-04-20

DEERE & CO

-4.97%

Shares1.1K

Event2026-03-31

Filed2026-04-20

SII

SPROTT INC

0.23%

Shares3.9K

Event2026-03-31

Filed2026-04-20

BHP

BHP GROUP LTD SPON ADR

1.04%

Shares7.3K

Event2026-03-31

Filed2026-04-20