Sponsored

The Analysis of Blue Chip Partners, LLC's Holdings & P&L

Currently, Blue Chip Partners, LLC holds 170 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in WELL (+68.4K shares, valued at $13.5M), PANW (+55.0K shares, valued at $8.8M), CRWD (+21.6K shares, valued at $8.4M); decreased their positions in UNH (-48.3K shares, valued at $13.1M), META (-22.1K shares, valued at $12.6M), XLRE (-134.0K shares, valued at $5.5M); initiated new positions in WELL (+68.4K shares, valued at $13.5M), PANW (+55.0K shares, valued at $8.8M), CRWD (+21.6K shares, valued at $8.4M).

1M P&L

+48.3M+2.94%

3M P&L

+122.5M+7.82%

HY P&L

+264.4M+18.55%

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/A307.8M

26.2%

2Drug Manufacturers - General85.6M

7.3%

3Consumer Electronics60.0M

5.1%

Top Industries by Stock Count

1N/A61 stocks

39.4%

2Semiconductors6 stocks

3.9%

3Drug Manufacturers - General4 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FBND FIDELITY MERRIMACK STR TR3.0M shares3.71%2026-03-312026-05-15

AAPL APPLE INC221.1K shares0.25%2026-03-312026-05-15

ALPHABET INC ALPHABET INC187.9K shares-2.96%2026-03-312026-05-15

BROADCOM INC BROADCOM INC168.3K shares-0.19%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR774.6K shares0.78%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO153.6K shares0.81%2026-03-312026-05-15

CGMU CAPITAL GRP FIXED INCM ETF T1.7M shares1.06%2026-03-312026-05-15

ABBV ABBVIE INC191.4K shares0.86%2026-03-312026-05-15

Sponsored

MSFT MICROSOFT CORP102.1K shares1.30%2026-03-312026-05-15

PWR QUANTA SVCS INC68.5K shares-0.35%2026-03-312026-05-15

KLAC KLA CORP24.7K shares-3.50%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION34.4K shares5.62%2026-03-312026-05-15

LLY ELI LILLY & CO35.4K shares0.74%2026-03-312026-05-15

TJX TJX COS INC NEW199.2K shares2.28%2026-03-312026-05-15

WM WASTE MGMT INC DEL136.4K shares2.67%2026-03-312026-05-15

ASML ASML HLDG NV23.7K shares-1.60%2026-03-312026-05-15

Sponsored

AMZN AMAZON COM INC147.5K shares1.78%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC249.9K shares2.08%2026-03-312026-05-15

V VISA INC92.1K shares1.67%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC167.3K shares2.88%2026-03-312026-05-15

HD HOME DEPOT INC84.0K shares5.71%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC27.2K shares3.43%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC73.0K shares5.82%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC276.9K shares3.79%2026-03-312026-05-15

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD607.6K shares2.83%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE IN151.0K shares5.29%2026-03-312026-05-15

ABT ABBOTT LABORATORIES208.7K shares1.11%2026-03-312026-05-15

VICI VICI PPTYS INC747.9K shares39.30%2026-03-312026-05-15

ROL ROLLINS INC382.4K shares-0.89%2026-03-312026-05-15

TMUS T-MOBILE US INC94.3K shares37.01%2026-03-312026-05-15

DTE DTE ENERGY CO131.7K shares1.79%2026-03-312026-05-15

MNST MONSTER BEVERAGE CORP NEW241.5K shares-0.39%2026-03-312026-05-15

Sponsored

NEE NEXTERA ENERGY INC181.5K shares1.97%2026-03-312026-05-15

XEL XCEL ENERGY INC210.3K shares2.41%2026-03-312026-05-15

MS MORGAN STANLEY97.5K shares-5.19%2026-03-312026-05-15

WELL WELLTOWER INC68.4K sharesnew addition2026-03-312026-05-15

PEP PEPSICO INC85.5K shares5.92%2026-03-312026-05-15

AGG ISHARES TR108.1K shares-2.94%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC55.0K sharesnew addition2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC21.6K sharesnew addition2026-03-312026-05-15

Sponsored

JPIE J P MORGAN EXCHANGE TRADED F147.6K shares0.34%2026-03-312026-05-15

MCD MCDONALDS CORP16.4K shares-2.02%2026-03-312026-05-15

BAC BANK AMERICA CORP100.8K shares-7.05%2026-03-312026-05-15

RTX RTX CORPORATION23.8K shares0.05%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS20.2K shares3.40%2026-03-312026-05-15

NVDA NVIDIA CORPORATION22.9K shares0.31%2026-03-312026-05-15

ALPHABET INC ALPHABET INC12.7K shares-1.35%2026-03-312026-05-15

KO COCA COLA CO45.6K shares-1.05%2026-03-312026-05-15

Sponsored

WMT WALMART INC24.1K shares-0.88%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON12.0K shares-0.61%2026-03-312026-05-15

TXN TEXAS INSTRS INC14.8K shares-3.77%2026-03-312026-05-15

ADC AGREE RLTY CORP37.1K shares-1.20%2026-03-312026-05-15

PG PROCTER & GAMBLE CO18.3K shares-3.72%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T4.0K shares-1.53%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP4.4K shares0.16%2026-03-312026-05-15

CAT CATERPILLAR INC3.7K shares0.49%2026-03-312026-05-15

Sponsored

XOM EXXON MOBIL CORP14.9K shares-0.75%2026-03-312026-05-15

DTM DT MIDSTREAM INC17.5K shares-1.38%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR17.2K shares6.36%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN10.5K shares-3.88%2026-03-312026-05-15

UNP UNION PAC CORP8.7K shares-1.03%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS13.5K shares-3.16%2026-03-312026-05-15

AMGN AMGEN INC5.6K shares-6.02%2026-03-312026-05-15

QYLD GLOBAL X FDS106.2K shares32.24%2026-03-312026-05-15

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.8K shares-0.21%2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP6.2K shares-4.39%2026-03-312026-05-15

XYLD GLOBAL X FDS44.8K shares32.08%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR33.3K shares6.69%2026-03-312026-05-15

META META PLATFORMS INC2.9K shares-88.53%2026-03-312026-05-15

PAG PENSKE AUTOMOTIVE GRP INC10.4K shares0.87%2026-03-312026-05-15

MUB ISHARES TR13.9K shares191.93%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.5K shares-4.79%2026-03-312026-05-15

Sponsored

JPST J P MORGAN EXCHANGE TRADED F27.9K shares-0.98%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR7.9K shares-13.73%2026-03-312026-05-15

VXF VANGUARD INDEX FDS6.1K shares-0.74%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR8.5K shares4.07%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS2.0K shares20.58%2026-03-312026-05-15

SYK STRYKER CORPORATION3.6K shares-0.38%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC5.8K shares-1.75%2026-03-312026-05-15

FITB FIFTH THIRD BANCORP25.5K sharesnew addition2026-03-312026-05-15

Sponsored

VIK VIKING HOLDINGS LTD15.8K shares5.46%2026-03-312026-05-15

SOXX ISHARES TR3.4K shares-5.56%2026-03-312026-05-15

JEPI J P MORGAN EXCHANGE TRADED F19.4K shares45.50%2026-03-312026-05-15

XLRE SELECT SECTOR SPDR TR26.5K shares-83.47%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC2.3K shares6.01%2026-03-312026-05-15

QQQM INVESCO EXCH TRADED FD TR II4.3K shares14.11%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC3.0K shares109.00%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR9.2K shares-45.57%2026-03-312026-05-15

Sponsored

DFAC DIMENSIONAL ETF TRUST25.0K shares0.00%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC13.2K shares32.45%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS3.9K shares-1.76%2026-03-312026-05-15

TGT TARGET CORP7.4K shares-29.54%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR10.1K shares-2.45%2026-03-312026-05-15

CSCO CISCO SYS INC11.1K shares-0.13%2026-03-312026-05-15

DE DEERE & CO1.5K shares-0.53%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC1.9K shares12.06%2026-03-312026-05-15

Sponsored

TSLA TESLA INC2.3K shares-8.03%2026-03-312026-05-15

IWF ISHARES TR1.9K shares5.98%2026-03-312026-05-15

RSPN INVESCO EXCHANGE TRADED FD T14.3K sharesnew addition2026-03-312026-05-15

REGN REGENERON PHARMACEUTICALS1.0K shares8.89%2026-03-312026-05-15

CAVA CAVA GROUP INC9.8K shares46.27%2026-03-312026-05-15

CMI CUMMINS INC1.5K shares0.27%2026-03-312026-05-15

XLC SELECT SECTOR SPDR TR7.1K shares-18.87%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC6.0K shares0.00%2026-03-312026-05-15

Sponsored

IQLT ISHARES TR16.9K shares-1.91%2026-03-312026-05-15

DECK DECKERS OUTDOOR CORP7.7K shares17.57%2026-03-312026-05-15

IEFA ISHARES TR7.7K shares1.03%2026-03-312026-05-15

VUG VANGUARD INDEX FDS1.5K shares0.99%2026-03-312026-05-15

AON PLC AON PLC2.0K shares-0.68%2026-03-312026-05-15

ADBE ADOBE INC2.5K shares-31.33%2026-03-312026-05-15

CELH CELSIUS HLDGS INC16.7K shares15.27%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR19.2K shares-4.91%2026-03-312026-05-15

Sponsored

VTV VANGUARD INDEX FDS2.8K shares4.92%2026-03-312026-05-15

IHI ISHARES TR10.3K sharesnew addition2026-03-312026-05-15

SPOT SPOTIFY TECHNOLOGY S A1.1K sharesnew addition2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC2.0K shares-95.98%2026-03-312026-05-15

F FORD MTR CO46.8K shares0.89%2026-03-312026-05-15

IWV ISHARES TR1.4K shares0.22%2026-03-312026-05-15

QCOM QUALCOMM INC3.9K shares-15.56%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR832 shares-5.02%2026-03-312026-05-15

Sponsored

ADI ANALOG DEVICES INC1.5K shares-1.32%2026-03-312026-05-15

GLD SPDR GOLD TR1.1K shares13.91%2026-03-312026-05-15

JCI JOHNSON CONTROLS INTERNATION3.4K shares0.33%2026-03-312026-05-15

VTI VANGUARD INDEX FDS1.4K shares69.84%2026-03-312026-05-15

DAL DELTA AIR LINES INC6.3K shares0.29%2026-03-312026-05-15

FIX COMFORT SYS USA INC301 shares0.33%2026-03-312026-05-15

EQWL INVESCO EXCHANGE TRADED FD T3.6K shares0.06%2026-03-312026-05-15

PPH VANECK ETF TRUST3.9K shares11.82%2026-03-312026-05-15

Sponsored

XLB SELECT SECTOR SPDR TR8.0K shares0.63%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC7.9K shares-9.48%2026-03-312026-05-15

RSG REPUBLIC SVCS INC1.8K shares0.29%2026-03-312026-05-15

NFLX NETFLIX INC.4.0K shares-2.45%2026-03-312026-05-15

RJF RAYMOND JAMES FINL INC2.6K shares0.31%2026-03-312026-05-15

XLP SELECT SECTOR SPDR TR4.5K shares-53.62%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC1.4K shares-3.42%2026-03-312026-05-15

T AT&T INC12.3K shares-4.78%2026-03-312026-05-15

Sponsored

SHEL SHELL PLC3.8K shares-0.21%2026-03-312026-05-15

JAAA JANUS DETROIT STR TR6.7K shares-6.87%2026-03-312026-05-15

DGRO ISHARES TR4.8K shares2.90%2026-03-312026-05-15

CVX CHEVRON CORPORATION1.6K shares-3.46%2026-03-312026-05-15

MAR MARRIOTT INTL INC NEW995 shares0.00%2026-03-312026-05-15

VXUS VANGUARD STAR FDS4.1K shares36.05%2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS4.0K shares0.63%2026-03-312026-05-15

IVE ISHARES TR1.4K shares-12.66%2026-03-312026-05-15

Sponsored

MA MASTERCARD INCORPORATED583 shares-4.58%2026-03-312026-05-15

IVW ISHARES TR2.6K shares-18.92%2026-03-312026-05-15

ACWI ISHARES TR2.0K shares0.49%2026-03-312026-05-15

DLR DIGITAL RLTY TR INC1.5K shares-8.41%2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF7.2K sharesnew addition2026-03-312026-05-15

OUSM ALPS ETF TR6.1K shares-9.41%2026-03-312026-05-15

IVV ISHARES TR393 shares5.08%2026-03-312026-05-15

EFA ISHARES TR2.6K shares0.00%2026-03-312026-05-15

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.2K shares-10.71%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS3.9K sharesnew addition2026-03-312026-05-15

OKE ONEOK INC NEW2.8K shares1.24%2026-03-312026-05-15

TEX TEREX CORP NEW4.2K sharesnew addition2026-03-312026-05-15

FRDM EA SERIES TRUST4.4K sharesnew addition2026-03-312026-05-15

GM GENERAL MTRS CO3.1K shares0.10%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR5.0K shares-45.52%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC2.2K shares-6.94%2026-03-312026-05-15

Sponsored

AMT AMERICAN TOWER CORP1.3K shares7.42%2026-03-312026-05-15

HEI.A HEICO CORP NEW1.0K shares0.00%2026-03-312026-05-15

IYC ISHARES TR2.2K shares0.14%2026-03-312026-05-15

ETY EATON VANCE TAX-MANAGED DIVE15.4K shares0.00%2026-03-312026-05-15

TT TRANE TECHNOLOGIES PLC487 shares-6.88%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC1.8K shares-0.95%2026-03-312026-05-15

SDY SPDR SERIES TRUST1.4K sharesnew addition2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC1.4K sharesnew addition2026-03-312026-05-15

Sponsored

IWR ISHARES TR2.1K sharesnew addition2026-03-312026-05-15

EXG EATON VANCE TAX-MANAGED GLOB11.5K shares0.00%2026-03-312026-05-15

FBND

FIDELITY MERRIMACK STR TR

3.71%

Shares3.0M

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

0.25%

Shares221.1K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-2.96%

Shares187.9K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

-0.19%

Shares168.3K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

0.78%

Shares774.6K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

0.81%

Shares153.6K

Event2026-03-31

Filed2026-05-15

CGMU

CAPITAL GRP FIXED INCM ETF T

1.06%

Shares1.7M

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

0.86%

Shares191.4K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

1.30%

Shares102.1K

Event2026-03-31

Filed2026-05-15

PWR

QUANTA SVCS INC

-0.35%

Shares68.5K

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

-3.50%

Shares24.7K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

5.62%

Shares34.4K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

0.74%

Shares35.4K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

2.28%

Shares199.2K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

2.67%

Shares136.4K

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

-1.60%

Shares23.7K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

1.78%

Shares147.5K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

2.08%

Shares249.9K

Event2026-03-31

Filed2026-05-15

VISA INC

1.67%

Shares92.1K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

2.88%

Shares167.3K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

5.71%

Shares84.0K

Event2026-03-31

Filed2026-05-15

BLACKROCK INC

3.43%

Shares27.2K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

5.82%

Shares73.0K

Event2026-03-31

Filed2026-05-15

ORLY

OREILLY AUTOMOTIVE INC

3.79%

Shares276.9K

Event2026-03-31

Filed2026-05-15

SDVY

FIRST TR EXCHANGE TRADED FD

2.83%

Shares607.6K

Event2026-03-31

Filed2026-05-15

ICE

INTERCONTINENTAL EXCHANGE IN

5.29%

Shares151.0K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

1.11%

Shares208.7K

Event2026-03-31

Filed2026-05-15

VICI

VICI PPTYS INC

39.30%

Shares747.9K

Event2026-03-31

Filed2026-05-15

ROL

ROLLINS INC

-0.89%

Shares382.4K

Event2026-03-31

Filed2026-05-15

TMUS

T-MOBILE US INC

37.01%

Shares94.3K

Event2026-03-31

Filed2026-05-15

DTE

DTE ENERGY CO

1.79%

Shares131.7K

Event2026-03-31

Filed2026-05-15

MNST

MONSTER BEVERAGE CORP NEW

-0.39%

Shares241.5K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

1.97%

Shares181.5K

Event2026-03-31

Filed2026-05-15

XEL

XCEL ENERGY INC

2.41%

Shares210.3K

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

-5.19%

Shares97.5K

Event2026-03-31

Filed2026-05-15

WELL

WELLTOWER INC

New

Shares68.4K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

5.92%

Shares85.5K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

-2.94%

Shares108.1K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

New

Shares55.0K

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HLDGS INC

New

Shares21.6K

Event2026-03-31

Filed2026-05-15

JPIE

J P MORGAN EXCHANGE TRADED F

0.34%

Shares147.6K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

-2.02%

Shares16.4K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

-7.05%

Shares100.8K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

0.05%

Shares23.8K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

3.40%

Shares20.2K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

0.31%

Shares22.9K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-1.35%

Shares12.7K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

-1.05%

Shares45.6K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-0.88%

Shares24.1K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-0.61%

Shares12.0K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

-3.77%

Shares14.8K

Event2026-03-31

Filed2026-05-15

ADC

AGREE RLTY CORP

-1.20%

Shares37.1K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

-3.72%

Shares18.3K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-1.53%

Shares4.0K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

0.16%

Shares4.4K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

0.49%

Shares3.7K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-0.75%

Shares14.9K

Event2026-03-31

Filed2026-05-15

DTM

DT MIDSTREAM INC

-1.38%

Shares17.5K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

6.36%

Shares17.2K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING IN

-3.88%

Shares10.5K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

-1.03%

Shares8.7K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

-3.16%

Shares13.5K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-6.02%

Shares5.6K

Event2026-03-31

Filed2026-05-15

QYLD

GLOBAL X FDS

32.24%

Shares106.2K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-0.21%

Shares3.8K

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP

-4.39%

Shares6.2K

Event2026-03-31

Filed2026-05-15

XYLD

GLOBAL X FDS

32.08%

Shares44.8K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

6.69%

Shares33.3K

Event2026-03-31

Filed2026-05-15