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The Analysis of BOK Financial Private Wealth, Inc.'s Holdings & P&L

Currently, BOK Financial Private Wealth, Inc. holds 448 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in VCRB (+610.7K shares, valued at $47.3M), IAUM (+421.9K shares, valued at $19.7M), VEA (+111.2K shares, valued at $7.1M); decreased their positions in IVV (-3.3K shares, valued at $2.2M), IJH (-30.6K shares, valued at $2.1M), IWB (-4.5K shares, valued at $1.6M); initiated new positions in VCRB (+610.7K shares, valued at $47.3M), SBIO (+13.0K shares, valued at $680.4K), AIQ (+13.6K shares, valued at $632.4K); completely sold out of DOX (previously valued at $37.4K), KMB (previously valued at $1.5K).

1M P&L

+42.3M+3.23%

3M P&L

-925.1M-40.58%

HY P&L

-857.2M-38.76%

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/A1.1B

89.3%

2Consumer Electronics17.2M

1.3%

3Software - Infrastructure11.5M

0.9%

Top Industries by Stock Count

1N/A177 stocks

42.2%

2Drug Manufacturers - General9 stocks

2.1%

3Semiconductors8 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS506.9K shares1.25%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS2.6M shares4.48%2026-03-312026-05-12

VUG VANGUARD INDEX FDS356.1K shares-0.86%2026-03-312026-05-12

VTV VANGUARD INDEX FDS577.8K shares0.08%2026-03-312026-05-12

VTIP VANGUARD MALVERN FDS1.7M shares7.10%2026-03-312026-05-12

IJH ISHARES TR1.2M shares-2.47%2026-03-312026-05-12

IVV ISHARES TR106.9K shares-3.00%2026-03-312026-05-12

IWB ISHARES TR195.7K shares-2.24%2026-03-312026-05-12

Sponsored

IAUM ISHARES GOLD TR1.1M shares59.53%2026-03-312026-05-12

IEFA ISHARES TR546.2K shares-0.21%2026-03-312026-05-12

VCRB VANGUARD MALVERN FDS610.7K sharesnew addition2026-03-312026-05-12

VO VANGUARD INDEX FDS143.6K shares-1.53%2026-03-312026-05-12

IVW ISHARES TR265.8K shares-2.66%2026-03-312026-05-12

QUAL ISHARES TR139.8K shares-2.90%2026-03-312026-05-12

VXUS VANGUARD STAR FDS342.3K shares-1.69%2026-03-312026-05-12

IJR ISHARES TR154.2K shares-1.37%2026-03-312026-05-12

Sponsored

IVE ISHARES TR89.7K shares-2.70%2026-03-312026-05-12

AAPL APPLE INC61.0K shares-3.53%2026-03-312026-05-12

EFV ISHARES TR143.7K shares0.28%2026-03-312026-05-12

VB VANGUARD INDEX FDS38.3K shares-5.45%2026-03-312026-05-12

ALPHABET INC ALPHABET INC33.2K shares-2.49%2026-03-312026-05-12

EFA ISHARES TR94.4K shares-1.80%2026-03-312026-05-12

SPMD SPDR SERIES TRUST142.5K shares0.36%2026-03-312026-05-12

SCHF SCHWAB STRATEGIC TR329.9K shares-0.07%2026-03-312026-05-12

Sponsored

BROADCOM INC BROADCOM INC26.1K shares-0.92%2026-03-312026-05-12

AMZN AMAZON COM INC35.6K shares-3.68%2026-03-312026-05-12

DFUV DIMENSIONAL ETF TRUST124.1K shares-0.21%2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F108.8K shares10.52%2026-03-312026-05-12

GLD SPDR GOLD TR13.6K shares0.65%2026-03-312026-05-12

ISHARES GOLD TR ISHARES GOLD TR61.2K shares0.33%2026-03-312026-05-12

APH AMPHENOL CORP39.2K shares-3.13%2026-03-312026-05-12

MSFT MICROSOFT CORP13.2K shares-5.68%2026-03-312026-05-12

Sponsored

VV VANGUARD INDEX FDS16.3K shares0.00%2026-03-312026-05-12

EFG ISHARES TR43.5K shares-3.09%2026-03-312026-05-12

VTI VANGUARD INDEX FDS14.9K shares-2.62%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO16.1K shares-6.04%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T7.2K shares-5.17%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION4.4K shares-4.83%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.0K shares0.97%2026-03-312026-05-12

MA MASTERCARD INCORPORATED7.8K shares-2.25%2026-03-312026-05-12

Sponsored

ICSH ISHARES TR75.8K shares-4.41%2026-03-312026-05-12

IWM ISHARES TR12.9K shares-7.12%2026-03-312026-05-12

PANW PALO ALTO NETWORKS INC19.4K shares-4.88%2026-03-312026-05-12

VYM VANGUARD WHITEHALL FDS21.0K shares-2.07%2026-03-312026-05-12

IWV ISHARES TR8.1K shares-3.24%2026-03-312026-05-12

DBEF DBX ETF TR56.9K shares-4.83%2026-03-312026-05-12

MS MORGAN STANLEY15.8K shares-8.21%2026-03-312026-05-12

WMT WALMART INC20.1K shares-6.30%2026-03-312026-05-12

Sponsored

INTU INTUIT5.8K shares-3.74%2026-03-312026-05-12

SCHX SCHWAB STRATEGIC TR94.9K shares-5.98%2026-03-312026-05-12

SCHB SCHWAB STRATEGIC TR93.7K shares-2.97%2026-03-312026-05-12

ICE INTERCONTINENTAL EXCHANGE IN14.5K shares-6.28%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T11.7K shares-1.00%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR3.9K shares59.37%2026-03-312026-05-12

JEPI J P MORGAN EXCHANGE TRADED F37.7K shares0.54%2026-03-312026-05-12

PEP PEPSICO INC13.5K shares-2.81%2026-03-312026-05-12

Sponsored

LII LENNOX INTL INC4.3K shares1.84%2026-03-312026-05-12

NVDA NVIDIA CORPORATION10.8K shares-13.57%2026-03-312026-05-12

ECL ECOLAB INC7.0K shares-5.55%2026-03-312026-05-12

SCHD SCHWAB STRATEGIC TR61.2K shares-11.70%2026-03-312026-05-12

HEFA ISHARES TR44.1K shares-17.38%2026-03-312026-05-12

LOW LOWES COS INC7.9K shares-3.21%2026-03-312026-05-12

AGG ISHARES TR18.7K shares-11.41%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC3.7K shares-8.22%2026-03-312026-05-12

Sponsored

JNJ JOHNSON & JOHNSON7.4K shares-4.37%2026-03-312026-05-12

IWF ISHARES TR4.2K shares8.83%2026-03-312026-05-12

ITT INC ITT INC9.2K shares0.00%2026-03-312026-05-12

DVY ISHARES TR11.3K shares6.14%2026-03-312026-05-12

KEYS KEYSIGHT TECHNOLOGIES INC5.8K shares-13.90%2026-03-312026-05-12

AVEM AMERICAN CENTY ETF TR20.5K shares25.21%2026-03-312026-05-12

UNP UNION PAC CORP6.8K shares-11.03%2026-03-312026-05-12

HON HONEYWELL INTL INC7.2K shares-5.86%2026-03-312026-05-12

Sponsored

BND VANGUARD BD INDEX FDS21.8K shares-1.50%2026-03-312026-05-12

VEU VANGUARD INTL EQUITY INDEX F21.2K shares0.00%2026-03-312026-05-12

CSCO CISCO SYS INC19.9K shares-0.60%2026-03-312026-05-12

VGT VANGUARD WORLD FD2.2K shares19.71%2026-03-312026-05-12

XOM EXXON MOBIL CORP8.8K shares-3.80%2026-03-312026-05-12

LHX L3HARRIS TECHNOLOGIES INC3.7K shares0.00%2026-03-312026-05-12

META META PLATFORMS INC2.2K shares-37.37%2026-03-312026-05-12

XYL XYLEM INC10.3K shares0.00%2026-03-312026-05-12

Sponsored

VIG VANGUARD SPECIALIZED FUNDS5.3K shares22.82%2026-03-312026-05-12

EMR EMERSON ELEC CO8.0K shares-10.53%2026-03-312026-05-12

MCD MCDONALDS CORP3.3K shares-8.23%2026-03-312026-05-12

EW EDWARDS LIFESCIENCES CORP12.1K shares0.00%2026-03-312026-05-12

ALPHABET INC ALPHABET INC3.4K shares-7.24%2026-03-312026-05-12

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.4K shares-4.64%2026-03-312026-05-12

SDY SPDR SERIES TRUST6.0K shares-10.00%2026-03-312026-05-12

DES WISDOMTREE TR23.7K shares0.00%2026-03-312026-05-12

Sponsored

GEV GE VERNOVA INC971 shares-45.88%2026-03-312026-05-12

CVX CHEVRON CORPORATION4.0K shares-8.40%2026-03-312026-05-12

COP CONOCOPHILLIPS6.2K shares76.54%2026-03-312026-05-12

BLACKROCK INC BLACKROCK INC843 shares-0.94%2026-03-312026-05-12

ABBV ABBVIE INC3.7K shares-6.59%2026-03-312026-05-12

CHD CHURCH & DWIGHT CO INC8.6K shares-2.49%2026-03-312026-05-12

WM WASTE MGMT INC DEL3.4K shares-12.77%2026-03-312026-05-12

CAH CARDINAL HEALTH INC3.7K shares-13.99%2026-03-312026-05-12

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC6.3K shares-15.01%2026-03-312026-05-12

MSI MOTOROLA SOLUTIONS INC1.8K shares-10.66%2026-03-312026-05-12

BNDX VANGUARD CHARLOTTE FDS15.9K shares-12.98%2026-03-312026-05-12

J JACOBS SOLUTIONS INC5.9K shares-30.20%2026-03-312026-05-12

VOOG VANGUARD ADMIRAL FDS INC1.7K shares45.67%2026-03-312026-05-12

CAT CATERPILLAR INC1.0K shares110.48%2026-03-312026-05-12

LLY ELI LILLY & CO760 shares-15.27%2026-03-312026-05-12

ORLY OREILLY AUTOMOTIVE INC7.6K shares-3.48%2026-03-312026-05-12

Sponsored

IWR ISHARES TR7.1K shares0.00%2026-03-312026-05-12

SBIO ALPS ETF TR13.0K sharesnew addition2026-03-312026-05-12

ABT ABBOTT LABORATORIES6.5K shares-32.37%2026-03-312026-05-12

EVR EVERCORE INC2.2K shares-14.10%2026-03-312026-05-12

VNQ VANGUARD INDEX FDS7.5K shares0.04%2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC2.4K shares-13.01%2026-03-312026-05-12

PSTG EVERPURE INC10.8K shares-11.52%2026-03-312026-05-12

AIQ GLOBAL X FDS13.6K sharesnew addition2026-03-312026-05-12

Sponsored

SYK STRYKER CORPORATION1.9K shares-11.03%2026-03-312026-05-12

HIG HARTFORD INSURANCE GROUP INC4.5K shares0.00%2026-03-312026-05-12

IWD ISHARES TR2.7K shares-1.91%2026-03-312026-05-12

TSCO TRACTOR SUPPLY CO12.1K shares-15.04%2026-03-312026-05-12

RYN RAYONIER INC25.2K shares0.00%2026-03-312026-05-12

VONG VANGUARD SCOTTSDALE FDS4.7K shares0.00%2026-03-312026-05-12

CGNX COGNEX CORP10.3K sharesnew addition2026-03-312026-05-12

WMB WILLIAMS COS INC6.8K shares-12.18%2026-03-312026-05-12

Sponsored

VRTX VERTEX PHARMACEUTICALS INC1.1K shares-12.60%2026-03-312026-05-12

TSLA TESLA INC1.3K shares195.74%2026-03-312026-05-12

RJF RAYMOND JAMES FINL INC3.4K shares-14.32%2026-03-312026-05-12

PWR QUANTA SVCS INC884 shares42.81%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC4.0K shares-11.24%2026-03-312026-05-12

VGSH VANGUARD SCOTTSDALE FDS8.1K shares-64.22%2026-03-312026-05-12

QNITY ELECTRONICS INC QNITY ELECTRONICS INC4.1K shares-3.14%2026-03-312026-05-12

UBER UBER TECHNOLOGIES INC6.6K shares-9.81%2026-03-312026-05-12

Sponsored

ZTS ZOETIS INC4.0K shares-1.12%2026-03-312026-05-12

DE DEERE & CO811 shares0.12%2026-03-312026-05-12

YUM YUM BRANDS INC2.9K shares0.00%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC2.7K shares0.00%2026-03-312026-05-12

DFIV DIMENSIONAL ETF TRUST8.4K shares0.00%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS1.8K shares0.00%2026-03-312026-05-12

NFLX NETFLIX INC.4.4K shares-12.43%2026-03-312026-05-12

DOW DOW HLDGS INC9.8K shares0.00%2026-03-312026-05-12

Sponsored

MU MICRON TECHNOLOGY INC1.2K shares2.75%2026-03-312026-05-12

IYW ISHARES TR2.2K shares0.00%2026-03-312026-05-12

BAC BANK AMERICA CORP8.1K shares444.18%2026-03-312026-05-12

KO COCA COLA CO5.1K shares-0.97%2026-03-312026-05-12

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC8.4K shares-0.44%2026-03-312026-05-12

SPMO INVESCO EXCH TRADED FD TR II3.4K shares0.89%2026-03-312026-05-12

HLT HILTON WORLDWIDE HLDGS INC1.3K sharesnew addition2026-03-312026-05-12

SCZ ISHARES TR4.8K shares0.00%2026-03-312026-05-12

Sponsored

VTHR VANGUARD SCOTTSDALE FDS1.3K shares-21.86%2026-03-312026-05-12

DLR DIGITAL RLTY TR INC2.0K shares-10.40%2026-03-312026-05-12

CRM SALESFORCE INC1.9K shares0.00%2026-03-312026-05-12

BRO BROWN & BROWN INC5.1K shares-4.37%2026-03-312026-05-12

UDR UDR INC9.9K shares-6.78%2026-03-312026-05-12

HD HOME DEPOT INC979 shares-1.90%2026-03-312026-05-12

PG PROCTER & GAMBLE CO2.2K shares-27.46%2026-03-312026-05-12

VOE VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-05-12

Sponsored

DFAS DIMENSIONAL ETF TRUST4.4K shares0.00%2026-03-312026-05-12

DOV DOVER CORP1.5K shares-20.38%2026-03-312026-05-12

VONV VANGUARD SCOTTSDALE FDS3.3K shares-27.50%2026-03-312026-05-12

XLY SELECT SECTOR SPDR TR2.8K shares-0.14%2026-03-312026-05-12

FDL FIRST TR EXCHANGE-TRADED FD6.1K shares0.00%2026-03-312026-05-12

XLC SELECT SECTOR SPDR TR2.8K shares0.00%2026-03-312026-05-12

XLE SELECT SECTOR SPDR TR4.9K shares0.00%2026-03-312026-05-12

IEMG ISHARES INC4.2K shares-43.63%2026-03-312026-05-12

Sponsored

LRGF ISHARES TR4.3K shares0.00%2026-03-312026-05-12

VOT VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-05-12

ROL ROLLINS INC5.2K shares-15.29%2026-03-312026-05-12

VMC VULCAN MATLS CO1.0K shares-14.97%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE930 shares11.78%2026-03-312026-05-12

VOOV VANGUARD ADMIRAL FDS INC1.2K shares0.00%2026-03-312026-05-12

V VISA INC811 shares-30.98%2026-03-312026-05-12

BSX BOSTON SCIENTIFIC CORP3.8K shares-9.35%2026-03-312026-05-12

Sponsored

BKLC BNY MELLON ETF TRUST1.9K shares0.00%2026-03-312026-05-12

CFR CULLEN FROST BANKERS INC1.7K shares0.00%2026-03-312026-05-12

PFE PFIZER INC8.3K shares-0.84%2026-03-312026-05-12

NEM NEWMONT CORP1.9K shares5.64%2026-03-312026-05-12

ADP AUTOMATIC DATA PROCESSING IN1.0K shares0.00%2026-03-312026-05-12

VIS VANGUARD WORLD FD659 shares0.00%2026-03-312026-05-12

THE CIGNA GROUP THE CIGNA GROUP751 shares0.00%2026-03-312026-05-12

IUSG ISHARES TR1.2K shares-29.33%2026-03-312026-05-12

Sponsored

DIA STATE STR SPDR DOW JONES IND402 shares0.00%2026-03-312026-05-12

SCHA SCHWAB STRATEGIC TR6.4K shares0.00%2026-03-312026-05-12

MCK MCKESSON CORP208 shares0.00%2026-03-312026-05-12

VVX V2X INC2.6K shares-42.59%2026-03-312026-05-12

MKL MARKEL GROUP INC91 shares0.00%2026-03-312026-05-12

XLV SELECT SECTOR SPDR TR1.2K shares0.00%2026-03-312026-05-12

SOFI SOFI TECHNOLOGIES INC10.8K shares0.33%2026-03-312026-05-12

BMY BRISTOL-MYERS SQUIBB CO2.8K shares1.87%2026-03-312026-05-12

Sponsored

VRT VERTIV HOLDINGS CO649 shares0.00%2026-03-312026-05-12

AMTM AMENTUM HOLDINGS INC6.1K shares-11.37%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC3.2K shares3.34%2026-03-312026-05-12

MO ALTRIA GROUP INC2.4K shares-0.84%2026-03-312026-05-12

FTEC FIDELITY COVINGTON TRUST760 shares0.00%2026-03-312026-05-12

BDX BECTON DICKINSON & CO1.0K shares0.00%2026-03-312026-05-12

QCOM QUALCOMM INC1.2K shares-13.59%2026-03-312026-05-12

IWP ISHARES TR1.1K shares0.00%2026-03-312026-05-12

Sponsored

TMUS T-MOBILE US INC684 shares-81.87%2026-03-312026-05-12

NICE NICE LTD1.3K shares0.00%2026-03-312026-05-12

BNY MELLON ETF TRUST II BNY MELLON ETF TRUST II5.5K sharesnew addition2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.0K shares-1.37%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.0K shares0.00%2026-03-312026-05-12

BP BP PLC2.9K shares5.62%2026-03-312026-05-12

FNDX SCHWAB STRATEGIC TR4.9K shares0.00%2026-03-312026-05-12

CTVA CORTEVA INC1.6K shares0.00%2026-03-312026-05-12

Sponsored

IJK ISHARES TR1.3K shares27.85%2026-03-312026-05-12

SPHQ INVESCO EXCHANGE TRADED FD T1.7K shares0.00%2026-03-312026-05-12

IWO ISHARES TR416 shares0.00%2026-03-312026-05-12

SBUX STARBUCKS CORP1.4K shares0.00%2026-03-312026-05-12

FTNT FORTINET INC1.5K shares-34.90%2026-03-312026-05-12

ESGU ISHARES TR849 shares0.00%2026-03-312026-05-12

DIS DISNEY WALT CO1.2K shares-83.19%2026-03-312026-05-12

SYLD CAMBRIA ETF TR1.6K shares-46.53%2026-03-312026-05-12

Sponsored

DFAX DIMENSIONAL ETF TRUST3.4K sharesnew addition2026-03-312026-05-12

IUSB ISHARES TR2.4K shares2.76%2026-03-312026-05-12

SCHG SCHWAB STRATEGIC TR3.8K shares-1.47%2026-03-312026-05-12

SCHH SCHWAB STRATEGIC TR5.0K shares0.00%2026-03-312026-05-12

IJJ ISHARES TR795 shares49.16%2026-03-312026-05-12

EOG EOG RES INC724 shares-9.73%2026-03-312026-05-12

FCX FREEPORT MCMORAN INC1.7K shares0.00%2026-03-312026-05-12

NVO NOVO-NORDISK A S2.6K shares4.64%2026-03-312026-05-12

Sponsored

MDLZ MONDELEZ INTL INC1.7K shares-12.69%2026-03-312026-05-12

DFUS DIMENSIONAL ETF TRUST1.4K shares-16.02%2026-03-312026-05-12

WAT WATERS CORP321 sharesnew addition2026-03-312026-05-12

IJT ISHARES TR648 shares83.57%2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP432 shares8.00%2026-03-312026-05-12

PAAS PAN AMERN SILVER CORP1.7K shares0.00%2026-03-312026-05-12

NUE NUCOR CORP533 shares0.00%2026-03-312026-05-12

DHS WISDOMTREE TR827 shares0.00%2026-03-312026-05-12

Sponsored

SPGI S&P GLOBAL INC211 shares0.00%2026-03-312026-05-12

HDEF DBX ETF TR2.8K shares0.00%2026-03-312026-05-12

GSK PLC GSK PLC1.6K shares0.00%2026-03-312026-05-12

JPIE J P MORGAN EXCHANGE TRADED F1.9K shares9.81%2026-03-312026-05-12

T AT&T INC3.0K shares-4.81%2026-03-312026-05-12

TJX TJX COS INC NEW531 shares0.00%2026-03-312026-05-12

FNDF SCHWAB STRATEGIC TR1.7K shares0.00%2026-03-312026-05-12

ISRG INTUITIVE SURGICAL INC180 shares0.00%2026-03-312026-05-12

Sponsored

FNDA SCHWAB STRATEGIC TR2.4K shares0.00%2026-03-312026-05-12

IQV IQVIA HLDGS INC462 shares0.00%2026-03-312026-05-12

DVN DEVON ENERGY CORP NEW1.5K shares0.00%2026-03-312026-05-12

DOCU DOCUSIGN INC1.6K shares0.00%2026-03-312026-05-12

MTN VAIL RESORTS INC584 shares0.00%2026-03-312026-05-12

YUMC YUM CHINA HLDGS INC1.5K shares-24.85%2026-03-312026-05-12

TXN TEXAS INSTRS INC377 shares-88.63%2026-03-312026-05-12

CHKP CHECK POINT SOFTWARE TECH LT497 shares0.00%2026-03-312026-05-12

Sponsored

IWX ISHARES TR745 shares0.00%2026-03-312026-05-12

KBR KBR INC1.9K shares0.00%2026-03-312026-05-12

HSY HERSHEY CO330 shares0.00%2026-03-312026-05-12

ROP ROPER TECHNOLOGIES INC192 sharesnew addition2026-03-312026-05-12

AKAM AKAMAI TECHNOLOGIES INC581 shares0.00%2026-03-312026-05-12

IWN ISHARES TR350 shares-17.26%2026-03-312026-05-12

DSL DOUBLELINE INCOME SOLUTIONS6.1K shares0.00%2026-03-312026-05-12

ADI ANALOG DEVICES INC204 shares29.11%2026-03-312026-05-12

Sponsored

SHEL SHELL PLC686 shares-42.16%2026-03-312026-05-12

MUB ISHARES TR586 sharesnew addition2026-03-312026-05-12

VXF VANGUARD INDEX FDS300 shares0.00%2026-03-312026-05-12

PGR PROGRESSIVE CORP305 shares1.67%2026-03-312026-05-12

OXY OCCIDENTAL PETE CORP900 shares12.50%2026-03-312026-05-12

XLI SELECT SECTOR SPDR TR360 shares0.00%2026-03-312026-05-12

NTR NUTRIEN LTD765 shares0.00%2026-03-312026-05-12

GLW CORNING INC427 shares5.43%2026-03-312026-05-12

Sponsored

EQL ALPS ETF TR1.2K shares0.00%2026-03-312026-05-12

FHLC FIDELITY COVINGTON TRUST798 shares0.00%2026-03-312026-05-12

ORCL ORACLE CORP375 shares-86.50%2026-03-312026-05-12

EEM ISHARES TR950 shares-9.78%2026-03-312026-05-12

RTX RTX CORPORATION274 shares0.00%2026-03-312026-05-12

CL COLGATE PALMOLIVE CO618 shares0.00%2026-03-312026-05-12

RYAM RAYONIER ADVANCED MATLS INC4.7K shares0.00%2026-03-312026-05-12

CIBR FIRST TR EXCHANGE-TRADED FD830 shares0.00%2026-03-312026-05-12

Sponsored

SPHY SPDR SERIES TRUST2.2K shares-0.58%2026-03-312026-05-12

PSX PHILLIPS 66284 shares0.00%2026-03-312026-05-12

BKNG BOOKING HOLDINGS INC12 shares0.00%2026-03-312026-05-12

QQQM INVESCO EXCH TRADED FD TR II212 shares0.00%2026-03-312026-05-12

HAL HALLIBURTON CO1.3K shares-9.31%2026-03-312026-05-12

SOXX ISHARES TR150 shares0.00%2026-03-312026-05-12

MPC MARATHON PETE CORP200 shares0.00%2026-03-312026-05-12

MCI BARINGS CORPORATE INVS2.8K shares0.00%2026-03-312026-05-12

Sponsored

DHR DANAHER CORP DEL256 shares0.00%2026-03-312026-05-12

SLB SLB LIMITED939 shares0.00%2026-03-312026-05-12

IWY ISHARES TR195 shares0.00%2026-03-312026-05-12

ACWI ISHARES TR340 shares0.00%2026-03-312026-05-12

BLACKSTONE INC BLACKSTONE INC400 shares0.00%2026-03-312026-05-12

ETR ENTERGY CORP NEW400 shares-54.75%2026-03-312026-05-12

FREL FIDELITY COVINGTON TRUST1.7K shares0.00%2026-03-312026-05-12

ROST ROSS STORES INC200 shares0.00%2026-03-312026-05-12

Sponsored

NSC NORFOLK SOUTHN CORP150 shares0.00%2026-03-312026-05-12

CG CARLYLE GROUP INC882 shares0.00%2026-03-312026-05-12

SPG SIMON PPTY GROUP INC NEW227 shares0.00%2026-03-312026-05-12

EVT EATON VANCE TAX ADVT DIV INC1.7K shares0.00%2026-03-312026-05-12

USMV ISHARES TR450 shares0.00%2026-03-312026-05-12

PCN PIMCO CORPORATE & INCM STRG3.4K shares0.00%2026-03-312026-05-12

NKE NIKE INC746 shares-8.69%2026-03-312026-05-12

CC CHEMOURS CO1.8K shares0.00%2026-03-312026-05-12

Sponsored

ALL ALLSTATE CORP184 shares0.00%2026-03-312026-05-12

VBK VANGUARD INDEX FDS127 shares5.83%2026-03-312026-05-12

SLV ISHARES SILVER TR535 shares0.00%2026-03-312026-05-12

VTWO VANGUARD SCOTTSDALE FDS360 shares0.00%2026-03-312026-05-12

FDX FEDEX CORP97 shares-27.07%2026-03-312026-05-12

SO SOUTHERN CO350 shares0.00%2026-03-312026-05-12

VAW VANGUARD WORLD FD146 shares0.00%2026-03-312026-05-12

BK BANK NEW YORK MELLON CORP272 shares0.00%2026-03-312026-05-12

Sponsored

ESGE ISHARES INC701 shares0.00%2026-03-312026-05-12

ARW ARROW ELECTRS INC220 shares0.00%2026-03-312026-05-12

FNDC SCHWAB STRATEGIC TR671 shares0.00%2026-03-312026-05-12

KR KROGER CO418 shares0.00%2026-03-312026-05-12

NULG NUSHARES ETF TR326 shares0.00%2026-03-312026-05-12

NULV NUSHARES ETF TR635 shares0.00%2026-03-312026-05-12

RMD RESMED INC127 shares0.00%2026-03-312026-05-12

VBR VANGUARD INDEX FDS123 shares0.00%2026-03-312026-05-12

Sponsored

IWS ISHARES TR181 shares0.00%2026-03-312026-05-12

WFC WELLS FARGO & CO328 shares-23.36%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MANUFAC75 shares-65.60%2026-03-312026-05-12

MMM 3M CO166 shares0.00%2026-03-312026-05-12

EL LAUDER ESTEE COS INC326 shares0.00%2026-03-312026-05-12

SKYY FIRST TR EXCHANGE-TRADED FD200 shares-88.72%2026-03-312026-05-12

XLP SELECT SECTOR SPDR TR264 shares0.00%2026-03-312026-05-12

GEHC GE HEALTHCARE TECHNOLOGIES I301 shares5.61%2026-03-312026-05-12

Sponsored

INGR INGREDION INC180 shares0.00%2026-03-312026-05-12

CTRA COTERRA ENERGY INC573 shares-20.42%2026-03-312026-05-12

XLF SELECT SECTOR SPDR TR400 shares-54.65%2026-03-312026-05-12

ITW ILLINOIS TOOL WKS INC72 sharesnew addition2026-03-312026-05-12

MTB M & T BK CORP91 shares0.00%2026-03-312026-05-12

MKC MCCORMICK & CO INC360 shares0.00%2026-03-312026-05-12

ETFS GOLD TR ETFS GOLD TR400 shares0.00%2026-03-312026-05-12

KBWP INVESCO EXCH TRADED FD TR II150 shares0.00%2026-03-312026-05-12

Sponsored

FDN FIRST TR EXCHANGE-TRADED FD75 shares-91.23%2026-03-312026-05-12

OEF ISHARES TR55 sharesnew addition2026-03-312026-05-12

CB CHUBB LTD SWITZ53 shares-1.85%2026-03-312026-05-12

GRPM INVESCO EXCHANGE TRADED FD T146 shares0.00%2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC117 shares-77.67%2026-03-312026-05-12

ASTRAZENECA PLC ASTRAZENECA PLC84 sharesnew addition2026-03-312026-05-12

PPA INVESCO EXCHANGE TRADED FD T95 shares-45.71%2026-03-312026-05-12

XEL XCEL ENERGY INC187 shares0.00%2026-03-312026-05-12

Sponsored

EXPE EXPEDIA GROUP INC64 shares0.00%2026-03-312026-05-12

NUSC NUSHARES ETF TR322 shares0.00%2026-03-312026-05-12

CITIGROUP INC CITIGROUP INC122 shares144.00%2026-03-312026-05-12

GVA GRANITE CONSTR INC112 shares0.00%2026-03-312026-05-12

JPST J P MORGAN EXCHANGE TRADED F264 shares0.00%2026-03-312026-05-12

MNST MONSTER BEVERAGE CORP NEW181 shares-49.44%2026-03-312026-05-12

DGRO ISHARES TR180 shares0.00%2026-03-312026-05-12

AMT AMERICAN TOWER CORP73 shares0.00%2026-03-312026-05-12

Sponsored

VLO VALERO ENERGY CORP50 shares0.00%2026-03-312026-05-12

NOW SERVICENOW INC115 shares-96.88%2026-03-312026-05-12

INTC INTEL CORP266 shares0.00%2026-03-312026-05-12

LIBERTY GLOBAL LTD LIBERTY GLOBAL LTD1.0K shares0.00%2026-03-312026-05-12

D DOMINION ENERGY INC188 shares-6.00%2026-03-312026-05-12

AB ALLIANCEBERNSTEIN HLDG L P300 shares0.00%2026-03-312026-05-12

USB US BANCORP211 shares-40.56%2026-03-312026-05-12

SCHW SCHWAB CHARLES CORP114 shares0.00%2026-03-312026-05-12

Sponsored

PAVE GLOBAL X FDS200 shares0.00%2026-03-312026-05-12

FANG DIAMONDBACK ENERGY INC51 shares0.00%2026-03-312026-05-12

PNW PINNACLE WEST CAP CORP100 shares0.00%2026-03-312026-05-12

MINT PIMCO ETF TR99 shares-75.19%2026-03-312026-05-12

ACWX ISHARES TR144 shares0.00%2026-03-312026-05-12

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD777 shares-83.73%2026-03-312026-05-12

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC126 shares-92.17%2026-03-312026-05-12

AIG AMERICAN INTL GROUP INC126 sharesnew addition2026-03-312026-05-12

Sponsored

LINDE PLC LINDE PLC19 shares0.00%2026-03-312026-05-12

WBD WARNER BROS DISCOVERY INC331 shares0.00%2026-03-312026-05-12

MKC.V MCCORMICK & CO INC180 shares0.00%2026-03-312026-05-12

CARR CARRIER GLOBAL CORPORATION160 shares0.00%2026-03-312026-05-12

ONON ON HLDG AG262 shares0.00%2026-03-312026-05-12

SPYG SPDR SERIES TRUST91 shares0.00%2026-03-312026-05-12

QXO QXO INC454 sharesnew addition2026-03-312026-05-12

SCHM SCHWAB STRATEGIC TR273 shares0.00%2026-03-312026-05-12

Sponsored

GS GOLDMAN SACHS GROUP INC9 shares0.00%2026-03-312026-05-12

WAB WABTEC30 shares11.11%2026-03-312026-05-12

URI UNITED RENTALS INC10 sharesnew addition2026-03-312026-05-12

LW LAMB WESTON HLDGS INC164 shares0.00%2026-03-312026-05-12

FENY FIDELITY COVINGTON TRUST191 shares0.00%2026-03-312026-05-12

KHC KRAFT HEINZ CO276 shares0.00%2026-03-312026-05-12

OTIS OTIS WORLDWIDE CORP80 shares0.00%2026-03-312026-05-12

FNCL FIDELITY COVINGTON TRUST87 shares0.00%2026-03-312026-05-12

Sponsored

HWM HOWMET AEROSPACE INC26 sharesnew addition2026-03-312026-05-12

PULS PGIM ETF TR120 shares0.00%2026-03-312026-05-12

KLAC KLA CORP4 shares-97.85%2026-03-312026-05-12

BSV VANGUARD BD INDEX FDS71 shares0.00%2026-03-312026-05-12

FELC FIDELITY COVINGTON TRUST141 shares0.00%2026-03-312026-05-12

IMCG ISHARES TR64 sharesnew addition2026-03-312026-05-12

JPLD J P MORGAN EXCHANGE TRADED F96 shares0.00%2026-03-312026-05-12

FVAL FIDELITY COVINGTON TRUST72 shares0.00%2026-03-312026-05-12

Sponsored

FTV FORTIVE CORP84 shares0.00%2026-03-312026-05-12

APP APPLOVIN CORP11 sharesnew addition2026-03-312026-05-12

EBAY EBAY INC.47 sharesnew addition2026-03-312026-05-12

VUSB VANGUARD BD INDEX FDS77 shares0.00%2026-03-312026-05-12

TPR TAPESTRY INC27 sharesnew addition2026-03-312026-05-12

F FORD MTR CO330 shares-97.25%2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC9 shares0.00%2026-03-312026-05-12

KBH KB HOME59 sharesnew addition2026-03-312026-05-12

Sponsored

TGT TARGET CORP25 shares0.00%2026-03-312026-05-12

HOOD ROBINHOOD MKTS INC42 sharesnew addition2026-03-312026-05-12

SCHE SCHWAB STRATEGIC TR85 shares0.00%2026-03-312026-05-12

OKLO OKLO INC52 sharesnew addition2026-03-312026-05-12

ROCKET LAB CORP ROCKET LAB CORP40 sharesnew addition2026-03-312026-05-12

DLTR DOLLAR TREE INC22 shares0.00%2026-03-312026-05-12

NTRA NATERA INC12 sharesnew addition2026-03-312026-05-12

NET CLOUDFLARE INC11 sharesnew addition2026-03-312026-05-12

Sponsored

PYPL PAYPAL HLDGS INC47 sharesnew addition2026-03-312026-05-12

AMGN AMGEN INC6 shares0.00%2026-03-312026-05-12

GBTC GRAYSCALE BITCOIN TRUST ETF40 sharesnew addition2026-03-312026-05-12

BALL BALL CORP30 shares0.00%2026-03-312026-05-12

CME CME GROUP INC6 shares0.00%2026-03-312026-05-12

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II22 shares-98.99%2026-03-312026-05-12

MTUM ISHARES TR7 shares0.00%2026-03-312026-05-12

TRGP TARGA RES CORP6 shares0.00%2026-03-312026-05-12

Sponsored

ADSK AUTODESK INC6 shares0.00%2026-03-312026-05-12

SCHZ SCHWAB STRATEGIC TR60 shares0.00%2026-03-312026-05-12

AEVA TECHNOLOGIES INC AEVA TECHNOLOGIES INC103 sharesnew addition2026-03-312026-05-12

RGTI RIGETTI COMPUTING INC96 sharesnew addition2026-03-312026-05-12

OGN ORGANON & CO218 shares0.00%2026-03-312026-05-12

PJT PJT PARTNERS INC9 shares0.00%2026-03-312026-05-12

IVLU ISHARES TR26 shares0.00%2026-03-312026-05-12

KD KYNDRYL HLDGS INC77 shares-39.37%2026-03-312026-05-12

Sponsored

ARKF ARK ETF TR25 sharesnew addition2026-03-312026-05-12

CRDO CREDO TECHNOLOGY GROUP HOLDI10 sharesnew addition2026-03-312026-05-12

EXR EXTRA SPACE STORAGE INC7 shares0.00%2026-03-312026-05-12

SCHV SCHWAB STRATEGIC TR30 shares0.00%2026-03-312026-05-12

MVST MICROVAST HOLDINGS INC564 sharesnew addition2026-03-312026-05-12

ADPT ADAPTIVE BIOTECHNOLOGIES COR55 sharesnew addition2026-03-312026-05-12

SEZL SEZZLE INC12 sharesnew addition2026-03-312026-05-12

OUSTER INC OUSTER INC40 sharesnew addition2026-03-312026-05-12

Sponsored

ALAB ASTERA LABS INC6 sharesnew addition2026-03-312026-05-12

NVS NOVARTIS AG4 sharesnew addition2026-03-312026-05-12

RDDT REDDIT INC4 sharesnew addition2026-03-312026-05-12

CTAS CINTAS CORP3 shares0.00%2026-03-312026-05-12

OPFI OPPFI INC61 sharesnew addition2026-03-312026-05-12

UEC URANIUM ENERGY CORP20 sharesnew addition2026-03-312026-05-12

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET8 sharesnew addition2026-03-312026-05-12

OMC OMNICOM GROUP INCN/A sharesnew addition2026-03-312026-05-12

Sponsored

GPC GENUINE PARTS CON/A sharesnew addition2026-03-312026-05-12

KMB KIMBERLY-CLARK CORPN/A sharesSold all2026-03-312026-05-12

CNBS AMPLIFY ETF TR5 sharesnew addition2026-03-312026-05-12

DOX AMDOCS LTDN/A sharesSold all2026-03-312026-05-12

SLG SL GREEN RLTY CORPN/A sharesnew addition2026-03-312026-05-12

UTMD UTAH MED PRODS INCN/A sharesnew addition2026-03-312026-05-12

MPW MEDICAL PROPERTIES TRUST INCN/A sharesnew addition2026-03-312026-05-12

FITB FIFTH THIRD BANCORPN/A sharesnew addition2026-03-312026-05-12

Sponsored

RCL ROYAL CARIBBEAN GROUPN/A sharesnew addition2026-03-312026-05-12

AKR ACADIA RLTY TRN/A sharesnew addition2026-03-312026-05-12

HUM HUMANA INCN/A sharesnew addition2026-03-312026-05-12

VTR VENTAS INCN/A sharesnew addition2026-03-312026-05-12

ESS ESSEX PPTY TR INCN/A sharesnew addition2026-03-312026-05-12

FVR FRONTVIEW REIT INCN/A sharesnew addition2026-03-312026-05-12

SUI SUN CMNTYS INCN/A sharesnew addition2026-03-312026-05-12

SMITH & WESSON BRANDS INC SMITH & WESSON BRANDS INCN/A sharesnew addition2026-03-312026-05-12

Sponsored

BANC BANC OF CALIFORNIA INCN/A sharesnew addition2026-03-312026-05-12

UCB UNITED CMNTY BKS BLAIRSVLE GN/A sharesnew addition2026-03-312026-05-12

ONL ORION PROPERTIES INCN/A sharesnew addition2026-03-312026-05-12

ADC AGREE RLTY CORPN/A sharesnew addition2026-03-312026-05-12

FTI TECHNIPFMC PLCN/A sharesnew addition2026-03-312026-05-12

A AGILENT TECHNOLOGIES INCN/A sharesnew addition2026-03-312026-05-12

MCO MOODYS CORPN/A sharesnew addition2026-03-312026-05-12

AMERICAN REBEL HOLDINGS INC AMERICAN REBEL HOLDINGS INCN/A sharesnew addition2026-03-312026-05-12

Sponsored

VANGUARD INDEX FDS

1.25%

Shares506.9K

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD TAX-MANAGED FDS

4.48%

Shares2.6M

Event2026-03-31

Filed2026-05-12

VUG

VANGUARD INDEX FDS

-0.86%

Shares356.1K

Event2026-03-31

Filed2026-05-12

VTV

VANGUARD INDEX FDS

0.08%

Shares577.8K

Event2026-03-31

Filed2026-05-12

VTIP

VANGUARD MALVERN FDS

7.10%

Shares1.7M

Event2026-03-31

Filed2026-05-12

IJH

ISHARES TR

-2.47%

Shares1.2M

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

-3.00%

Shares106.9K

Event2026-03-31

Filed2026-05-12

IWB

ISHARES TR

-2.24%

Shares195.7K

Event2026-03-31

Filed2026-05-12

IAUM

ISHARES GOLD TR

59.53%

Shares1.1M

Event2026-03-31

Filed2026-05-12

IEFA

ISHARES TR

-0.21%

Shares546.2K

Event2026-03-31

Filed2026-05-12

VCRB

VANGUARD MALVERN FDS

New

Shares610.7K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

-1.53%

Shares143.6K

Event2026-03-31

Filed2026-05-12

IVW

ISHARES TR

-2.66%

Shares265.8K

Event2026-03-31

Filed2026-05-12

QUAL

ISHARES TR

-2.90%

Shares139.8K

Event2026-03-31

Filed2026-05-12

VXUS

VANGUARD STAR FDS

-1.69%

Shares342.3K

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR

-1.37%

Shares154.2K

Event2026-03-31

Filed2026-05-12

IVE

ISHARES TR

-2.70%

Shares89.7K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-3.53%

Shares61.0K

Event2026-03-31

Filed2026-05-12

EFV

ISHARES TR

0.28%

Shares143.7K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

-5.45%

Shares38.3K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-2.49%

Shares33.2K

Event2026-03-31

Filed2026-05-12

EFA

ISHARES TR

-1.80%

Shares94.4K

Event2026-03-31

Filed2026-05-12

SPMD

SPDR SERIES TRUST

0.36%

Shares142.5K

Event2026-03-31

Filed2026-05-12

SCHF

SCHWAB STRATEGIC TR

-0.07%

Shares329.9K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

-0.92%

Shares26.1K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-3.68%

Shares35.6K

Event2026-03-31

Filed2026-05-12

DFUV

DIMENSIONAL ETF TRUST

-0.21%

Shares124.1K

Event2026-03-31

Filed2026-05-12

VWO

VANGUARD INTL EQUITY INDEX F

10.52%

Shares108.8K

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR

0.65%

Shares13.6K

Event2026-03-31

Filed2026-05-12

ISHARES GOLD TR

0.33%

Shares61.2K

Event2026-03-31

Filed2026-05-12

APH

AMPHENOL CORP

-3.13%

Shares39.2K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-5.68%

Shares13.2K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

0.00%

Shares16.3K

Event2026-03-31

Filed2026-05-12

EFG

ISHARES TR

-3.09%

Shares43.5K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

-2.62%

Shares14.9K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

-6.04%

Shares16.1K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

-5.17%

Shares7.2K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

-4.83%

Shares4.4K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

0.97%

Shares9.0K

Event2026-03-31

Filed2026-05-12

MASTERCARD INCORPORATED

-2.25%

Shares7.8K

Event2026-03-31

Filed2026-05-12

ICSH

ISHARES TR

-4.41%

Shares75.8K

Event2026-03-31

Filed2026-05-12

IWM

ISHARES TR

-7.12%

Shares12.9K

Event2026-03-31

Filed2026-05-12

PANW

PALO ALTO NETWORKS INC

-4.88%

Shares19.4K

Event2026-03-31

Filed2026-05-12

VYM

VANGUARD WHITEHALL FDS

-2.07%

Shares21.0K

Event2026-03-31

Filed2026-05-12

IWV

ISHARES TR

-3.24%

Shares8.1K

Event2026-03-31

Filed2026-05-12

DBEF

DBX ETF TR

-4.83%

Shares56.9K

Event2026-03-31

Filed2026-05-12

MORGAN STANLEY

-8.21%

Shares15.8K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

-6.30%

Shares20.1K

Event2026-03-31

Filed2026-05-12

INTU

INTUIT

-3.74%

Shares5.8K

Event2026-03-31

Filed2026-05-12

SCHX

SCHWAB STRATEGIC TR

-5.98%

Shares94.9K

Event2026-03-31

Filed2026-05-12

SCHB

SCHWAB STRATEGIC TR

-2.97%

Shares93.7K

Event2026-03-31

Filed2026-05-12

ICE

INTERCONTINENTAL EXCHANGE IN

-6.28%

Shares14.5K

Event2026-03-31

Filed2026-05-12

INVESCO EXCHANGE TRADED FD T

-1.00%

Shares11.7K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

59.37%

Shares3.9K

Event2026-03-31

Filed2026-05-12

JEPI

J P MORGAN EXCHANGE TRADED F

0.54%

Shares37.7K

Event2026-03-31

Filed2026-05-12

PEP

PEPSICO INC

-2.81%

Shares13.5K

Event2026-03-31

Filed2026-05-12

LII

LENNOX INTL INC

1.84%

Shares4.3K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

-13.57%

Shares10.8K

Event2026-03-31

Filed2026-05-12

ECL

ECOLAB INC

-5.55%

Shares7.0K

Event2026-03-31

Filed2026-05-12

SCHD

SCHWAB STRATEGIC TR

-11.70%

Shares61.2K

Event2026-03-31

Filed2026-05-12

HEFA

ISHARES TR

-17.38%

Shares44.1K

Event2026-03-31

Filed2026-05-12

LOW

LOWES COS INC

-3.21%

Shares7.9K

Event2026-03-31

Filed2026-05-12

AGG

ISHARES TR

-11.41%

Shares18.7K

Event2026-03-31

Filed2026-05-12

TMO

THERMO FISHER SCIENTIFIC INC

-8.22%

Shares3.7K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

-4.37%

Shares7.4K

Event2026-03-31

Filed2026-05-12

IWF

ISHARES TR

8.83%

Shares4.2K

Event2026-03-31

Filed2026-05-12

ITT INC

0.00%

Shares9.2K

Event2026-03-31

Filed2026-05-12

DVY

ISHARES TR

6.14%

Shares11.3K

Event2026-03-31

Filed2026-05-12

KEYS

KEYSIGHT TECHNOLOGIES INC

-13.90%

Shares5.8K

Event2026-03-31

Filed2026-05-12

AVEM

AMERICAN CENTY ETF TR

25.21%

Shares20.5K

Event2026-03-31

Filed2026-05-12

UNP

UNION PAC CORP

-11.03%

Shares6.8K

Event2026-03-31

Filed2026-05-12

HON

HONEYWELL INTL INC

-5.86%

Shares7.2K

Event2026-03-31

Filed2026-05-12

BND

VANGUARD BD INDEX FDS

-1.50%

Shares21.8K

Event2026-03-31

Filed2026-05-12

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares21.2K

Event2026-03-31

Filed2026-05-12

CSCO

CISCO SYS INC

-0.60%

Shares19.9K

Event2026-03-31

Filed2026-05-12

VGT

VANGUARD WORLD FD

19.71%

Shares2.2K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

-3.80%

Shares8.8K

Event2026-03-31

Filed2026-05-12

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-12