Sponsored

The Analysis of BETO FINANCIAL GROUP, LLC's Holdings & P&L

Currently, BETO FINANCIAL GROUP, LLC holds 152 types of securities in its portfolio with a total value $170.9M. In the most recent quarter, they have increased their positions in CGUS (+153.6K shares, valued at $6.6M), DYNF (+52.5K shares, valued at $3.4M), BRTR (+53.6K shares, valued at $2.7M); decreased their positions in IVE (-21.6K shares, valued at $4.8M), CGXU (-113.6K shares, valued at $3.8M), JCPB (-62.5K shares, valued at $2.9M); initiated new positions in RYI (+73.9K shares, valued at $2.0M), BLCR (+37.8K shares, valued at $1.8M), SGOV (+16.0K shares, valued at $1.6M).

1M P&L

+55.8K+0.03%

3M P&L

-7.7M-4.23%

HY P&L

-1.1M-0.61%

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/A119.9M

70.2%

2Semiconductors6.1M

3.6%

3Software - Infrastructure3.6M

2.1%

Top Industries by Stock Count

1N/A69 stocks

45.4%

2Semiconductors5 stocks

3.3%

3Drug Manufacturers - General4 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVW ISHARES TR70.9K shares8.48%2026-03-312026-05-11

CGXU CAPITAL GROUP INTL FOCUS EQT263.2K shares-30.15%2026-03-312026-05-11

CGMU CAPITAL GRP FIXED INCM ETF T303.9K shares12.28%2026-03-312026-05-11

CGUS CAPITAL GROUP CORE EQUITY ET179.2K shares602.20%2026-03-312026-05-11

IEMG ISHARES INC64.9K shares89.82%2026-03-312026-05-11

IVE ISHARES TR23.0K shares-48.34%2026-03-312026-05-11

DYNF BLACKROCK ETF TRUST69.9K shares299.82%2026-03-312026-05-11

JCPB J P MORGAN EXCHANGE TRADED F94.2K shares-39.89%2026-03-312026-05-11

Sponsored

MU MICRON TECHNOLOGY INC5.9K shares6.24%2026-03-312026-05-11

BRTR BLACKROCK ETF TRUST II71.8K shares293.43%2026-03-312026-05-11

FBND FIDELITY MERRIMACK STR TR74.8K shares-28.27%2026-03-312026-05-11

IJH ISHARES TR45.8K shares-38.73%2026-03-312026-05-11

AAPL APPLE INC11.1K shares-0.39%2026-03-312026-05-11

BAI BLACKROCK ETF TRUST68.8K shares385.22%2026-03-312026-05-11

JQUA J P MORGAN EXCHANGE TRADED F40.9K shares216.72%2026-03-312026-05-11

SPMO INVESCO EXCH TRADED FD TR II18.1K shares427.51%2026-03-312026-05-11

Sponsored

THRO BLACKROCK ETF TRUST59.0K shares403.09%2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS15.8K shares46.51%2026-03-312026-05-11

HELO J P MORGAN EXCHANGE TRADED F34.0K shares-52.01%2026-03-312026-05-11

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-03-312026-05-11

MSFT MICROSOFT CORP5.0K shares3.10%2026-03-312026-05-11

IAGG ISHARES TR40.7K shares-20.91%2026-03-312026-05-11

GLD SPDR GOLD TR4.6K shares-35.83%2026-03-312026-05-11

FNDF SCHWAB STRATEGIC TR38.0K shares103.22%2026-03-312026-05-11

Sponsored

RYI RYERSON HLDG CORP73.9K sharesnew addition2026-03-312026-05-11

IVV ISHARES TR2.5K shares-9.66%2026-03-312026-05-11

BINC BLACKROCK ETF TRUST II35.4K shares225.73%2026-03-312026-05-11

BLCR BLACKROCK ETF TRUST37.8K sharesnew addition2026-03-312026-05-11

PPA INVESCO EXCHANGE TRADED FD T11.0K shares479.12%2026-03-312026-05-11

BSJQ INVESCO EXCH TRD SLF IDX FD71.2K shares-43.46%2026-03-312026-05-11

SGOV ISHARES TR16.0K sharesnew addition2026-03-312026-05-11

BALI BLACKROCK ETF TRUST45.0K shares141.74%2026-03-312026-05-11

Sponsored

GOOGL ALPHABET INC3.7K shares-11.38%2026-03-312026-05-11

IYR ISHARES TR13.4K shares-49.93%2026-03-312026-05-11

BRK.B BERKSHIRE HATHAWAY INC DEL2.8K shares0.82%2026-03-312026-05-11

AMAT APPLIED MATLS INC3.2K shares0.03%2026-03-312026-05-11

FXL FIRST TR EXCHANGE-TRADED FD6.5K shares-55.37%2026-03-312026-05-11

SDFI AB ACTIVE ETFS INC34.2K shares-50.34%2026-03-312026-05-11

CSCO CISCO SYS INC12.9K shares-2.36%2026-03-312026-05-11

ITW ILLINOIS TOOL WKS INC4.6K shares0.00%2026-03-312026-05-11

Sponsored

ADP AUTOMATIC DATA PROCESSING IN5.4K shares-2.76%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON4.8K shares-3.28%2026-03-312026-05-11

FLMI FRANKLIN TEMPLETON ETF TR42.5K sharesnew addition2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION1.0K shares-3.70%2026-03-312026-05-11

AMZN AMAZON COM INC3.7K shares-4.29%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO3.2K shares-4.87%2026-03-312026-05-11

ORCL ORACLE CORP4.9K shares-2.42%2026-03-312026-05-11

NVDA NVIDIA CORPORATION4.4K shares-39.42%2026-03-312026-05-11

Sponsored

HDV ISHARES TR31.3K sharesnew addition2026-03-312026-05-11

TJX TJX COS INC NEW5.3K shares0.79%2026-03-312026-05-11

VGIT VANGUARD SCOTTSDALE FDS13.8K sharesnew addition2026-03-312026-05-11

WELL WELLTOWER INC3.7K shares0.76%2026-03-312026-05-11

PZA INVESCO EXCH TRADED FD TR II32.7K sharesnew addition2026-03-312026-05-11

BA BOEING CO3.3K shares0.06%2026-03-312026-05-11

IDA IDACORP INC5.2K shares-0.63%2026-03-312026-05-11

HYFI AB ACTIVE ETFS INC19.8K shares76.38%2026-03-312026-05-11

Sponsored

INTC INTEL CORP6.7K shares-1.89%2026-03-312026-05-11

TLT ISHARES TR8.4K shares67.95%2026-03-312026-05-11

MUB ISHARES TR6.6K shares243.43%2026-03-312026-05-11

CVX CHEVRON CORPORATION3.8K shares0.42%2026-03-312026-05-11

GBIL GOLDMAN SACHS ETF TR7.0K shares-6.92%2026-03-312026-05-11

AMGN AMGEN INC2.1K shares-4.39%2026-03-312026-05-11

XOM EXXON MOBIL CORP4.7K shares-11.01%2026-03-312026-05-11

PG PROCTER & GAMBLE CO4.6K shares-6.12%2026-03-312026-05-11

Sponsored

FTXL FIRST TR EXCHANGE TRADED FD2.9K shares-41.67%2026-03-312026-05-11

MRK MERCK & CO INC5.5K shares0.18%2026-03-312026-05-11

FDN FIRST TR EXCHANGE-TRADED FD2.3K shares-19.96%2026-03-312026-05-11

INMU BLACKROCK ETF TRUST II24.9K shares162.43%2026-03-312026-05-11

SHYM BLACKROCK ETF TRUST II26.2K shares98.45%2026-03-312026-05-11

ATO ATMOS ENERGY CORP3.1K shares-2.40%2026-03-312026-05-11

CAT CATERPILLAR INC624 shares0.65%2026-03-312026-05-11

AAON AAON INC4.2K shares0.00%2026-03-312026-05-11

Sponsored

V VISA INC1.6K shares-0.67%2026-03-312026-05-11

ABT ABBOTT LABORATORIES6.0K shares-8.62%2026-03-312026-05-11

EPD ENTERPRISE PRODS PARTNERS L13.6K shares-1.02%2026-03-312026-05-11

WMT WALMART INC3.9K shares-7.74%2026-03-312026-05-11

EMR EMERSON ELEC CO3.5K shares-0.37%2026-03-312026-05-11

TSLA TESLA INC1.2K shares3.98%2026-03-312026-05-11

PSX PHILLIPS 662.9K shares0.38%2026-03-312026-05-11

XEL XCEL ENERGY INC6.1K shares0.78%2026-03-312026-05-11

Sponsored

MCD MCDONALDS CORP1.6K shares-4.34%2026-03-312026-05-11

ICLO INVESCO ACTIVELY MANAGED EXC17.5K shares13.64%2026-03-312026-05-11

GOOG ALPHABET INC1.1K shares5.98%2026-03-312026-05-11

LOW LOWES COS INC1.9K shares0.48%2026-03-312026-05-11

PEP PEPSICO INC2.7K shares-7.35%2026-03-312026-05-11

KO COCA COLA CO5.3K shares2.22%2026-03-312026-05-11

META META PLATFORMS INC669 shares-4.84%2026-03-312026-05-11

CGDV CAPITAL GROUP DIVIDEND VALUE8.7K shares0.00%2026-03-312026-05-11

Sponsored

JSI JANUS DETROIT STR TR7.8K sharesnew addition2026-03-312026-05-11

ORI OLD REP INTL CORP10.0K shares0.80%2026-03-312026-05-11

AFL AFLAC INC3.4K shares0.58%2026-03-312026-05-11

ABBV ABBVIE INC1.9K shares-4.32%2026-03-312026-05-11

CMI CUMMINS INC562 shares-6.33%2026-03-312026-05-11

EMLC VANECK ETF TRUST14.9K sharesnew addition2026-03-312026-05-11

GRMN GARMIN LTD1.4K shares0.28%2026-03-312026-05-11

BSCQ INVESCO EXCH TRD SLF IDX FD17.5K shares6.47%2026-03-312026-05-11

Sponsored

ARCC ARES CAPITAL CORP17.8K shares0.00%2026-03-312026-05-11

AVGO BROADCOM INC795 shares8.46%2026-03-312026-05-11

AMT AMERICAN TOWER CORP1.8K shares-11.39%2026-03-312026-05-11

BLK BLACKROCK INC298 shares1.02%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC857 shares2.15%2026-03-312026-05-11

FTXO FIRST TR EXCHANGE TRADED FD8.1K shares-39.66%2026-03-312026-05-11

NSC NORFOLK SOUTHN CORP974 shares0.21%2026-03-312026-05-11

BSCR INVESCO EXCH TRD SLF IDX FD15.5K shares8.97%2026-03-312026-05-11

Sponsored

BAND BANDWIDTH INC6.2K sharesnew addition2026-03-312026-05-11

AEE AMEREN CORP2.8K shares0.00%2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC1.5K shares1.82%2026-03-312026-05-11

FXR FIRST TR EXCHANGE-TRADED FD3.4K shares-15.83%2026-03-312026-05-11

BPRE BLUEROCK PVT REAL ESTATE FD17.3K shares-31.32%2026-03-312026-05-11

GE GE AEROSPACE922 shares-24.24%2026-03-312026-05-11

SBUX STARBUCKS CORP2.7K shares1.41%2026-03-312026-05-11

NNN NNN REIT INC6.2K shares0.00%2026-03-312026-05-11

Sponsored

COP CONOCOPHILLIPS2.4K shares-4.50%2026-03-312026-05-11

IGF ISHARES TR4.1K sharesnew addition2026-03-312026-05-11

QCOM QUALCOMM INC1.4K shares-2.80%2026-03-312026-05-11

MSI MOTOROLA SOLUTIONS INC622 shares-8.12%2026-03-312026-05-11

QCLN FIRST TR EXCHANGE-TRADED FD4.5K shares-50.12%2026-03-312026-05-11

XLU SELECT SECTOR SPDR TR5.8K sharesnew addition2026-03-312026-05-11

FAN FIRST TR EXCHANGE-TRADED FD9.8K shares-52.05%2026-03-312026-05-11

EUFN ISHARES TR6.8K sharesnew addition2026-03-312026-05-11

Sponsored

SYSB ISHARES TR2.9K sharesnew addition2026-03-312026-05-11

RY ROYAL BK CDA1.4K shares-2.03%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC1.5K shares-2.54%2026-03-312026-05-11

FXU FIRST TR EXCHANGE-TRADED FD5.2K shares-51.11%2026-03-312026-05-11

FXZ FIRST TR EXCHANGE-TRADED FD3.1K sharesnew addition2026-03-312026-05-11

FIW FIRST TR EXCHANGE-TRADED FD2.3K shares0.00%2026-03-312026-05-11

FBT FIRST TR EXCHANGE-TRADED FD1.1K sharesnew addition2026-03-312026-05-11

APD AIR PRODUCTS AND CHEMICALS I816 shares0.12%2026-03-312026-05-11

Sponsored

ALL ALLSTATE CORP1.1K shares0.36%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T325 shares-4.41%2026-03-312026-05-11

ASML ASML HLDG NV156 shares0.00%2026-03-312026-05-11

EFV ISHARES TR3.0K sharesnew addition2026-03-312026-05-11

EUHY ISHARES INC4.4K sharesnew addition2026-03-312026-05-11

FTXH FIRST TR EXCHANGE TRADED FD6.8K sharesnew addition2026-03-312026-05-11

SYK STRYKER CORPORATION789 shares-2.59%2026-03-312026-05-11

BMO BANK MONTREAL MEDIUM1.5K shares0.00%2026-03-312026-05-11

Sponsored

QTEC FIRST TR EXCHANGE-TRADED FD799 sharesnew addition2026-03-312026-05-11

UNP UNION PAC CORP853 sharesnew addition2026-03-312026-05-11

WFC WELLS FARGO & CO2.8K shares0.11%2026-03-312026-05-11

MS MORGAN STANLEY1.1K shares1.15%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS934 shares0.86%2026-03-312026-05-11

CB CHUBB LTD SWITZ664 shares0.76%2026-03-312026-05-11

VOD VODAFONE GROUP PLC13.5K shares-13.23%2026-03-312026-05-11

FDX FEDEX CORP553 shares-30.44%2026-03-312026-05-11

Sponsored

GEV GE VERNOVA INC198 shares-32.42%2026-03-312026-05-11

GWW WW GRAINGER INC167 sharesnew addition2026-03-312026-05-11

RTX RTX CORPORATION1.2K shares0.78%2026-03-312026-05-11

NEE NEXTERA ENERGY INC2.2K shares-15.12%2026-03-312026-05-11

FYX FIRST TR EXCHANGE-TRADED ALP1.5K shares-13.81%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC4.3K sharesnew addition2026-03-312026-05-11

XLG INVESCO EXCHANGE TRADED FD T3.2K shares-73.23%2026-03-312026-05-11

LUMN LUMEN TECHNOLOGIES INC16.5K shares0.00%2026-03-312026-05-11

Sponsored

IVW

ISHARES TR

8.48%

Shares70.9K

Event2026-03-31

Filed2026-05-11

CGXU

CAPITAL GROUP INTL FOCUS EQT

-30.15%

Shares263.2K

Event2026-03-31

Filed2026-05-11

CGMU

CAPITAL GRP FIXED INCM ETF T

12.28%

Shares303.9K

Event2026-03-31

Filed2026-05-11

CGUS

CAPITAL GROUP CORE EQUITY ET

602.20%

Shares179.2K

Event2026-03-31

Filed2026-05-11

IEMG

ISHARES INC

89.82%

Shares64.9K

Event2026-03-31

Filed2026-05-11

IVE

ISHARES TR

-48.34%

Shares23.0K

Event2026-03-31

Filed2026-05-11

DYNF

BLACKROCK ETF TRUST

299.82%

Shares69.9K

Event2026-03-31

Filed2026-05-11

JCPB

J P MORGAN EXCHANGE TRADED F

-39.89%

Shares94.2K

Event2026-03-31

Filed2026-05-11

MICRON TECHNOLOGY INC

6.24%

Shares5.9K

Event2026-03-31

Filed2026-05-11

BRTR

BLACKROCK ETF TRUST II

293.43%

Shares71.8K

Event2026-03-31

Filed2026-05-11

FBND

FIDELITY MERRIMACK STR TR

-28.27%

Shares74.8K

Event2026-03-31

Filed2026-05-11

IJH

ISHARES TR

-38.73%

Shares45.8K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-0.39%

Shares11.1K

Event2026-03-31

Filed2026-05-11

BAI

BLACKROCK ETF TRUST

385.22%

Shares68.8K

Event2026-03-31

Filed2026-05-11

JQUA

J P MORGAN EXCHANGE TRADED F

216.72%

Shares40.9K

Event2026-03-31

Filed2026-05-11

SPMO

INVESCO EXCH TRADED FD TR II

427.51%

Shares18.1K

Event2026-03-31

Filed2026-05-11

THRO

BLACKROCK ETF TRUST

403.09%

Shares59.0K

Event2026-03-31

Filed2026-05-11

VYM

VANGUARD WHITEHALL FDS

46.51%

Shares15.8K

Event2026-03-31

Filed2026-05-11

HELO

J P MORGAN EXCHANGE TRADED F

-52.01%

Shares34.0K

Event2026-03-31

Filed2026-05-11

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

3.10%

Shares5.0K

Event2026-03-31

Filed2026-05-11

IAGG

ISHARES TR

-20.91%

Shares40.7K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TR

-35.83%

Shares4.6K

Event2026-03-31

Filed2026-05-11

FNDF

SCHWAB STRATEGIC TR

103.22%

Shares38.0K

Event2026-03-31

Filed2026-05-11

RYI

RYERSON HLDG CORP

New

Shares73.9K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

-9.66%

Shares2.5K

Event2026-03-31

Filed2026-05-11

BINC

BLACKROCK ETF TRUST II

225.73%

Shares35.4K

Event2026-03-31

Filed2026-05-11

BLCR

BLACKROCK ETF TRUST

New

Shares37.8K

Event2026-03-31

Filed2026-05-11

PPA

INVESCO EXCHANGE TRADED FD T

479.12%

Shares11.0K

Event2026-03-31

Filed2026-05-11

BSJQ

INVESCO EXCH TRD SLF IDX FD

-43.46%

Shares71.2K

Event2026-03-31

Filed2026-05-11

SGOV

ISHARES TR

New

Shares16.0K

Event2026-03-31

Filed2026-05-11

BALI

BLACKROCK ETF TRUST

141.74%

Shares45.0K

Event2026-03-31

Filed2026-05-11

GOOGL

ALPHABET INC

-11.38%

Shares3.7K

Event2026-03-31

Filed2026-05-11

IYR

ISHARES TR

-49.93%

Shares13.4K

Event2026-03-31

Filed2026-05-11

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.82%

Shares2.8K

Event2026-03-31

Filed2026-05-11

AMAT

APPLIED MATLS INC

0.03%

Shares3.2K

Event2026-03-31

Filed2026-05-11

FXL

FIRST TR EXCHANGE-TRADED FD

-55.37%

Shares6.5K

Event2026-03-31

Filed2026-05-11

SDFI

AB ACTIVE ETFS INC

-50.34%

Shares34.2K

Event2026-03-31

Filed2026-05-11

CSCO

CISCO SYS INC

-2.36%

Shares12.9K

Event2026-03-31

Filed2026-05-11

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-11

ADP

AUTOMATIC DATA PROCESSING IN

-2.76%

Shares5.4K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

-3.28%

Shares4.8K

Event2026-03-31

Filed2026-05-11

FLMI

FRANKLIN TEMPLETON ETF TR

New

Shares42.5K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

-3.70%

Shares1.0K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

-4.29%

Shares3.7K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

-4.87%

Shares3.2K

Event2026-03-31

Filed2026-05-11

ORCL

ORACLE CORP

-2.42%

Shares4.9K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

-39.42%

Shares4.4K

Event2026-03-31

Filed2026-05-11

HDV

ISHARES TR

New

Shares31.3K

Event2026-03-31

Filed2026-05-11

TJX

TJX COS INC NEW

0.79%

Shares5.3K

Event2026-03-31

Filed2026-05-11

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares13.8K

Event2026-03-31

Filed2026-05-11

WELL

WELLTOWER INC

0.76%

Shares3.7K

Event2026-03-31

Filed2026-05-11

PZA

INVESCO EXCH TRADED FD TR II

New

Shares32.7K

Event2026-03-31

Filed2026-05-11

BOEING CO

0.06%

Shares3.3K

Event2026-03-31

Filed2026-05-11

IDA

IDACORP INC

-0.63%

Shares5.2K

Event2026-03-31

Filed2026-05-11

HYFI

AB ACTIVE ETFS INC

76.38%

Shares19.8K

Event2026-03-31

Filed2026-05-11

INTC

INTEL CORP

-1.89%

Shares6.7K

Event2026-03-31

Filed2026-05-11

TLT

ISHARES TR

67.95%

Shares8.4K

Event2026-03-31

Filed2026-05-11

MUB

ISHARES TR

243.43%

Shares6.6K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORPORATION

0.42%

Shares3.8K

Event2026-03-31

Filed2026-05-11

GBIL

GOLDMAN SACHS ETF TR

-6.92%

Shares7.0K

Event2026-03-31

Filed2026-05-11

AMGN

AMGEN INC

-4.39%

Shares2.1K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

-11.01%

Shares4.7K

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE CO

-6.12%

Shares4.6K

Event2026-03-31

Filed2026-05-11

FTXL

FIRST TR EXCHANGE TRADED FD

-41.67%

Shares2.9K

Event2026-03-31

Filed2026-05-11

MRK

MERCK & CO INC

0.18%

Shares5.5K

Event2026-03-31

Filed2026-05-11

FDN

FIRST TR EXCHANGE-TRADED FD

-19.96%

Shares2.3K

Event2026-03-31

Filed2026-05-11

INMU

BLACKROCK ETF TRUST II

162.43%

Shares24.9K

Event2026-03-31

Filed2026-05-11

SHYM

BLACKROCK ETF TRUST II

98.45%

Shares26.2K

Event2026-03-31

Filed2026-05-11

ATO

ATMOS ENERGY CORP

-2.40%

Shares3.1K

Event2026-03-31

Filed2026-05-11

CAT

CATERPILLAR INC

0.65%

Shares624

Event2026-03-31

Filed2026-05-11

AAON

AAON INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-11

VISA INC

-0.67%

Shares1.6K

Event2026-03-31

Filed2026-05-11

ABT

ABBOTT LABORATORIES

-8.62%

Shares6.0K

Event2026-03-31

Filed2026-05-11

EPD

ENTERPRISE PRODS PARTNERS L

-1.02%

Shares13.6K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

-7.74%

Shares3.9K

Event2026-03-31

Filed2026-05-11

EMR

EMERSON ELEC CO

-0.37%

Shares3.5K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

3.98%

Shares1.2K

Event2026-03-31

Filed2026-05-11

PSX

PHILLIPS 66

0.38%

Shares2.9K

Event2026-03-31

Filed2026-05-11

XEL

XCEL ENERGY INC

0.78%

Shares6.1K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP

-4.34%

Shares1.6K

Event2026-03-31

Filed2026-05-11

ICLO

INVESCO ACTIVELY MANAGED EXC

13.64%

Shares17.5K

Event2026-03-31

Filed2026-05-11

GOOG

ALPHABET INC

5.98%

Shares1.1K

Event2026-03-31

Filed2026-05-11

LOW

LOWES COS INC

0.48%

Shares1.9K

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO INC

-7.35%

Shares2.7K

Event2026-03-31

Filed2026-05-11

COCA COLA CO

2.22%

Shares5.3K

Event2026-03-31

Filed2026-05-11