Sponsored

The Analysis of Brown Miller Wealth Management, LLC's Holdings & P&L

Currently, Brown Miller Wealth Management, LLC holds 191 types of securities in its portfolio with a total value $351.9M. In the most recent quarter, they have increased their positions in KMI (+37.9K shares, valued at $1.3M), VWO (+18.5K shares, valued at $1.0M), BIL (+10.7K shares, valued at $980.9K); decreased their positions in SBUX (-31.3K shares, valued at $2.8M), NVDA (-4.0K shares, valued at $704.6K), QCOM (-5.3K shares, valued at $683.9K); initiated new positions in VLUE (+4.0K shares, valued at $567.5K), EEM (+9.8K shares, valued at $556.2K), DOW (+13.1K shares, valued at $544.6K).

1M P&L

+13.4M+4.12%

3M P&L

+3.6M+1.07%

HY P&L

+16.3M+5.05%

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/A59.0M

19.1%

2Semiconductors51.6M

16.7%

3Consumer Electronics28.0M

9.1%

Top Industries by Stock Count

1N/A46 stocks

26.0%

2Drug Manufacturers - General5 stocks

2.8%

3Software - Application5 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION265.1K shares-1.50%2026-03-312026-04-23

AAPL APPLE INC110.4K shares0.37%2026-03-312026-04-23

MSFT MICROSOFT CORP42.6K shares3.95%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO45.5K shares0.58%2026-03-312026-04-23

ALPHABET INC ALPHABET INC38.6K shares7.07%2026-03-312026-04-23

BROADCOM INC BROADCOM INC23.8K shares1.45%2026-03-312026-04-23

CGXU CAPITAL GROUP INTL FOCUS EQT216.5K shares15.69%2026-03-312026-04-23

SPYM SPDR SERIES TRUST82.3K shares12.19%2026-03-312026-04-23

Sponsored

NEE NEXTERA ENERGY INC63.6K shares2.50%2026-03-312026-04-23

CSCO CISCO SYS INC66.6K shares-9.10%2026-03-312026-04-23

CB CHUBB LTD SWITZ15.3K shares-1.13%2026-03-312026-04-23

AMZN AMAZON COM INC23.9K shares-0.33%2026-03-312026-04-23

LINDE PLC LINDE PLC9.6K shares1.66%2026-03-312026-04-23

LOW LOWES COS INC19.1K shares0.34%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F80.2K shares30.01%2026-03-312026-04-23

RTX RTX CORPORATION22.2K shares-2.87%2026-03-312026-04-23

Sponsored

ABT ABBOTT LABORATORIES41.4K shares0.77%2026-03-312026-04-23

ADI ANALOG DEVICES INC13.3K shares-0.85%2026-03-312026-04-23

VTI VANGUARD INDEX FDS13.1K shares0.15%2026-03-312026-04-23

KMI KINDER MORGAN INC DEL123.7K shares44.15%2026-03-312026-04-23

ABBV ABBVIE INC17.0K shares5.86%2026-03-312026-04-23

LLY ELI LILLY & CO4.0K shares0.43%2026-03-312026-04-23

V VISA INC11.6K shares1.99%2026-03-312026-04-23

DIS DISNEY WALT CO36.2K shares0.92%2026-03-312026-04-23

Sponsored

CVX CHEVRON CORPORATION15.7K shares-3.22%2026-03-312026-04-23

IJH ISHARES TR46.5K shares-1.77%2026-03-312026-04-23

PG PROCTER & GAMBLE CO21.5K shares-10.68%2026-03-312026-04-23

BLACKROCK INC BLACKROCK INC3.2K shares0.00%2026-03-312026-04-23

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP9.0K shares0.71%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS12.6K shares3.11%2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC11.1K shares6.51%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.7K shares0.12%2026-03-312026-04-23

Sponsored

MERCK & CO INC MERCK & CO INC22.7K shares0.00%2026-03-312026-04-23

ICE INTERCONTINENTAL EXCHANGE IN16.3K shares1.32%2026-03-312026-04-23

XSMO INVESCO EXCHANGE TRADED FD T33.6K shares8.31%2026-03-312026-04-23

PLD PROLOGIS INC.19.3K shares1.51%2026-03-312026-04-23

O REALTY INCOME CORP40.9K shares2.82%2026-03-312026-04-23

SYK STRYKER CORPORATION7.5K shares0.50%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC14.8K shares-0.01%2026-03-312026-04-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND12.3K shares6.77%2026-03-312026-04-23

Sponsored

ALPHABET INC ALPHABET INC8.5K shares31.20%2026-03-312026-04-23

GLDM WORLD GOLD TR24.2K shares-6.00%2026-03-312026-04-23

XMHQ INVESCO EXCHANGE TRADED FD T21.3K shares11.58%2026-03-312026-04-23

XYL XYLEM INC16.9K shares3.77%2026-03-312026-04-23

TSCO TRACTOR SUPPLY CO43.1K shares3.02%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP3.1K shares-0.29%2026-03-312026-04-23

IVV ISHARES TR2.7K shares-0.11%2026-03-312026-04-23

VO VANGUARD INDEX FDS6.2K shares0.00%2026-03-312026-04-23

Sponsored

SPMO INVESCO EXCH TRADED FD TR II15.2K shares39.07%2026-03-312026-04-23

MA MASTERCARD INCORPORATED3.4K shares-12.95%2026-03-312026-04-23

SBUX STARBUCKS CORP16.7K shares-65.16%2026-03-312026-04-23

ACGL ARCH CAP GROUP LTD15.3K shares4.62%2026-03-312026-04-23

JEPQ J P MORGAN EXCHANGE TRADED F26.4K shares5.64%2026-03-312026-04-23

ARCC ARES CAPITAL CORP80.3K shares2.73%2026-03-312026-04-23

GABC GERMAN AMERN BANCORP INC34.4K shares0.00%2026-03-312026-04-23

BIL SPDR SERIES TRUST15.4K shares228.82%2026-03-312026-04-23

Sponsored

QXO QXO INC72.5K shares38.22%2026-03-312026-04-23

TT TRANE TECHNOLOGIES PLC3.3K shares188.68%2026-03-312026-04-23

BLACKSTONE INC BLACKSTONE INC11.5K shares20.49%2026-03-312026-04-23

JEPI J P MORGAN EXCHANGE TRADED F23.2K shares9.72%2026-03-312026-04-23

ZTS ZOETIS INC10.8K shares12.30%2026-03-312026-04-23

SNOW SNOWFLAKE INC8.0K shares5.08%2026-03-312026-04-23

FAST FASTENAL CO25.0K shares0.00%2026-03-312026-04-23

QCOM QUALCOMM INC8.9K shares-37.35%2026-03-312026-04-23

Sponsored

VZ VERIZON COMMUNICATIONS INC22.6K shares-4.08%2026-03-312026-04-23

SHLD GLOBAL X FDS16.0K shares-7.17%2026-03-312026-04-23

VUG VANGUARD INDEX FDS2.5K shares12.09%2026-03-312026-04-23

VTV VANGUARD INDEX FDS5.5K shares0.00%2026-03-312026-04-23

QBTS D-WAVE QUANTUM INC72.4K shares0.00%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON4.2K shares-5.44%2026-03-312026-04-23

AMT AMERICAN TOWER CORP5.8K shares8.52%2026-03-312026-04-23

MCD MCDONALDS CORP3.1K shares0.07%2026-03-312026-04-23

Sponsored

COST COSTCO WHOLESALE CORPORATION954 shares0.00%2026-03-312026-04-23

GEV GE VERNOVA INC1.0K shares4.76%2026-03-312026-04-23

WMT WALMART INC7.3K shares0.00%2026-03-312026-04-23

SPYV SPDR SERIES TRUST15.5K shares10.63%2026-03-312026-04-23

GILD GILEAD SCIENCES INC6.1K shares-1.16%2026-03-312026-04-23

FIX COMFORT SYS USA INC588 shares8.09%2026-03-312026-04-23

EPD ENTERPRISE PRODS PARTNERS L20.9K shares0.07%2026-03-312026-04-23

CGGO CAPITAL GROUP GBL GROWTH EQT23.6K shares0.00%2026-03-312026-04-23

Sponsored

DE DEERE & CO1.4K shares0.00%2026-03-312026-04-23

CGGR CAPITAL GROUP GROWTH ETF18.7K shares-4.26%2026-03-312026-04-23

MPC MARATHON PETE CORP3.0K shares0.00%2026-03-312026-04-23

VIG VANGUARD SPECIALIZED FUNDS3.4K shares-13.09%2026-03-312026-04-23

HON HONEYWELL INTL INC3.2K shares-7.83%2026-03-312026-04-23

MO ALTRIA GROUP INC10.6K shares0.00%2026-03-312026-04-23

PEP PEPSICO INC4.5K shares-14.69%2026-03-312026-04-23

EME EMCOR GROUP INC913 shares8.05%2026-03-312026-04-23

Sponsored

DBP INVESCO DB MULTI-SECTOR COMM6.1K shares0.00%2026-03-312026-04-23

RMD RESMED INC3.0K shares0.00%2026-03-312026-04-23

WTM WHITE MTNS INS GROUP LTD298 shares0.00%2026-03-312026-04-23

APH AMPHENOL CORP5.1K shares8.04%2026-03-312026-04-23

GLD SPDR GOLD TR1.5K shares0.00%2026-03-312026-04-23

HD HOME DEPOT INC2.0K shares2.94%2026-03-312026-04-23

XLI SELECT SECTOR SPDR TR4.0K shares0.00%2026-03-312026-04-23

XOM EXXON MOBIL CORP3.7K shares-8.48%2026-03-312026-04-23

Sponsored

DHR DANAHER CORP DEL3.3K shares-0.09%2026-03-312026-04-23

SO SOUTHERN CO6.4K shares-0.36%2026-03-312026-04-23

HSY HERSHEY CO2.9K shares0.21%2026-03-312026-04-23

ETR ENTERGY CORP NEW5.4K shares-0.64%2026-03-312026-04-23

IVW ISHARES TR5.3K shares12.73%2026-03-312026-04-23

BITB BITWISE BITCOIN ETF TR16.3K shares7.13%2026-03-312026-04-23

CRS CARPENTER TECHNOLOGY CORP1.5K shares7.94%2026-03-312026-04-23

FTI TECHNIPFMC PLC8.6K shares7.52%2026-03-312026-04-23

Sponsored

VHT VANGUARD WORLD FD2.2K shares-2.23%2026-03-312026-04-23

WMB WILLIAMS COS INC8.1K shares1.35%2026-03-312026-04-23

SNA SNAP ON INC1.6K shares-0.93%2026-03-312026-04-23

VLUE ISHARES TR4.0K sharesnew addition2026-03-312026-04-23

IWM ISHARES TR2.3K shares0.00%2026-03-312026-04-23

WFC WELLS FARGO & CO7.0K shares-2.71%2026-03-312026-04-23

EEM ISHARES TR9.8K sharesnew addition2026-03-312026-04-23

SGOV ISHARES TR5.5K shares-9.29%2026-03-312026-04-23

Sponsored

DOW DOW HLDGS INC13.1K sharesnew addition2026-03-312026-04-23

EZU ISHARES INC8.6K shares16.10%2026-03-312026-04-23

NVO NOVO-NORDISK A S14.5K sharesnew addition2026-03-312026-04-23

SLV ISHARES SILVER TR7.8K shares-35.66%2026-03-312026-04-23

UBSI UNITED BANKSHARES INC WEST V12.8K shares0.99%2026-03-312026-04-23

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.5K shares-3.45%2026-03-312026-04-23

BWXT BWX TECHNOLOGIES INC2.5K shares0.00%2026-03-312026-04-23

MDLZ MONDELEZ INTL INC8.8K shares85.73%2026-03-312026-04-23

Sponsored

GLW CORNING INC3.7K shares0.05%2026-03-312026-04-23

NEM NEWMONT CORP4.6K shares7.54%2026-03-312026-04-23

AXP AMERICAN EXPRESS CO1.6K shares0.00%2026-03-312026-04-23

IEV ISHARES TR7.1K shares0.00%2026-03-312026-04-23

CL COLGATE PALMOLIVE CO5.6K shares0.00%2026-03-312026-04-23

VB VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-04-23

DEO DIAGEO PLC6.3K shares122.33%2026-03-312026-04-23

PGR PROGRESSIVE CORP2.3K shares1.27%2026-03-312026-04-23

Sponsored

ENSG ENSIGN GROUP INC2.2K shares8.01%2026-03-312026-04-23

MTUM ISHARES TR1.8K shares0.00%2026-03-312026-04-23

BR BROADRIDGE FINL SOLUTIONS IN2.7K shares2.03%2026-03-312026-04-23

USB US BANCORP8.3K shares-0.10%2026-03-312026-04-23

FDVV FIDELITY COVINGTON TRUST7.8K shares-9.47%2026-03-312026-04-23

HWM HOWMET AEROSPACE INC1.9K sharesnew addition2026-03-312026-04-23

TPR TAPESTRY INC3.0K sharesnew addition2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC2.8K shares7.14%2026-03-312026-04-23

Sponsored

CNX CNX RES CORP10.5K shares7.92%2026-03-312026-04-23

STT STATE STR CORP3.2K shares0.00%2026-03-312026-04-23

AWK AMERICAN WTR WKS CO INC NEW2.9K shares0.00%2026-03-312026-04-23

NTRS NORTHERN TR CORP2.8K shares-21.30%2026-03-312026-04-23

FNF FIDELITY NATL FINL INC8.4K shares0.00%2026-03-312026-04-23

VXUS VANGUARD STAR FDS5.0K shares0.00%2026-03-312026-04-23

SGI SOMNIGROUP INTERNATIONAL INC5.2K shares7.88%2026-03-312026-04-23

CAH CARDINAL HEALTH INC1.8K sharesnew addition2026-03-312026-04-23

Sponsored

D DOMINION ENERGY INC6.1K shares5.02%2026-03-312026-04-23

ELAN ELANCO ANIMAL HEALTH INC15.7K sharesnew addition2026-03-312026-04-23

APD AIR PRODUCTS AND CHEMICALS I1.3K shares13.14%2026-03-312026-04-23

THC TENET HEALTHCARE CORP1.9K shares8.11%2026-03-312026-04-23

ETHW BITWISE ETHEREUM ETF24.0K shares13.95%2026-03-312026-04-23

MEDP MEDPACE HLDGS INC741 shares8.18%2026-03-312026-04-23

NFLX NETFLIX INC.3.7K shares5.66%2026-03-312026-04-23

XLK SELECT SECTOR SPDR TR2.6K shares0.00%2026-03-312026-04-23

Sponsored

SRE SEMPRA3.6K shares0.00%2026-03-312026-04-23

JPST J P MORGAN EXCHANGE TRADED F6.8K shares-11.35%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS5.4K shares0.00%2026-03-312026-04-23

CLX CLOROX CO DEL3.2K sharesnew addition2026-03-312026-04-23

IBKR INTERACTIVE BROKERS GROUP IN5.0K sharesnew addition2026-03-312026-04-23

PAYX PAYCHEX INC3.6K shares1.28%2026-03-312026-04-23

EQT CORP EQT CORP5.1K sharesnew addition2026-03-312026-04-23

COP CONOCOPHILLIPS2.3K shares0.00%2026-03-312026-04-23

Sponsored

CHH CHOICE HOTELS INTL INC2.9K shares0.00%2026-03-312026-04-23

ORLY OREILLY AUTOMOTIVE INC3.2K shares0.00%2026-03-312026-04-23

ENB ENBRIDGE INC5.4K shares0.00%2026-03-312026-04-23

CVS CVS HEALTH CORP4.0K shares-7.60%2026-03-312026-04-23

SYY SYSCO CORP4.0K shares0.00%2026-03-312026-04-23

TROW PRICE T ROWE GROUP INC3.2K shares42.03%2026-03-312026-04-23

SAIC SCIENCE APPLICATIONS INTL CO3.0K shares0.00%2026-03-312026-04-23

ORCL ORACLE CORP1.8K shares0.38%2026-03-312026-04-23

Sponsored

OKE ONEOK INC NEW3.0K shares5.32%2026-03-312026-04-23

CGDV CAPITAL GROUP DIVIDEND VALUE6.3K shares0.00%2026-03-312026-04-23

EVR EVERCORE INC894 shares8.10%2026-03-312026-04-23

CPRT COPART INC8.0K shares9.62%2026-03-312026-04-23

ADP AUTOMATIC DATA PROCESSING IN1.3K shares0.00%2026-03-312026-04-23

KEYS KEYSIGHT TECHNOLOGIES INC922 shares-43.02%2026-03-312026-04-23

UNP UNION PAC CORP1.1K shares0.19%2026-03-312026-04-23

CHRW C H ROBINSON WORLDWIDE IN1.5K shares0.00%2026-03-312026-04-23

Sponsored

EMR EMERSON ELEC CO1.9K shares0.05%2026-03-312026-04-23

VYMI VANGUARD WHITEHALL FDS2.6K shares-7.44%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS405 shares-14.01%2026-03-312026-04-23

PAYC PAYCOM SOFTWARE INC2.0K shares39.33%2026-03-312026-04-23

PNC PNC FINL SVCS GROUP INC1.1K shares-2.10%2026-03-312026-04-23

VOT VANGUARD INDEX FDS903 shares21.53%2026-03-312026-04-23

CSX CSX CORP5.5K shares-3.06%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE798 shares-6.99%2026-03-312026-04-23

Sponsored

AFL AFLAC INC2.1K shares0.00%2026-03-312026-04-23

CRL CHARLES RIV LABS INTL INC1.3K shares7.04%2026-03-312026-04-23

SPYD SPDR SERIES TRUST4.7K shares-7.32%2026-03-312026-04-23

NDSN NORDSON CORP790 shares-5.28%2026-03-312026-04-23

PSX PHILLIPS 661.1K sharesnew addition2026-03-312026-04-23

TOL TOLL BROTHERS INC1.5K shares0.00%2026-03-312026-04-23

ROK ROCKWELL AUTOMATION INC565 shares0.00%2026-03-312026-04-23

NVDA

NVIDIA CORPORATION

-1.50%

Shares265.1K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

0.37%

Shares110.4K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

3.95%

Shares42.6K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

0.58%

Shares45.5K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

7.07%

Shares38.6K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

1.45%

Shares23.8K

Event2026-03-31

Filed2026-04-23

CGXU

CAPITAL GROUP INTL FOCUS EQT

15.69%

Shares216.5K

Event2026-03-31

Filed2026-04-23

SPYM

SPDR SERIES TRUST

12.19%

Shares82.3K

Event2026-03-31

Filed2026-04-23

NEE

NEXTERA ENERGY INC

2.50%

Shares63.6K

Event2026-03-31

Filed2026-04-23

CSCO

CISCO SYS INC

-9.10%

Shares66.6K

Event2026-03-31

Filed2026-04-23

CHUBB LTD SWITZ

-1.13%

Shares15.3K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

-0.33%

Shares23.9K

Event2026-03-31

Filed2026-04-23

LINDE PLC

1.66%

Shares9.6K

Event2026-03-31

Filed2026-04-23

LOW

LOWES COS INC

0.34%

Shares19.1K

Event2026-03-31

Filed2026-04-23

VWO

VANGUARD INTL EQUITY INDEX F

30.01%

Shares80.2K

Event2026-03-31

Filed2026-04-23

RTX

RTX CORPORATION

-2.87%

Shares22.2K

Event2026-03-31

Filed2026-04-23

ABT

ABBOTT LABORATORIES

0.77%

Shares41.4K

Event2026-03-31

Filed2026-04-23

ADI

ANALOG DEVICES INC

-0.85%

Shares13.3K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

0.15%

Shares13.1K

Event2026-03-31

Filed2026-04-23

KMI

KINDER MORGAN INC DEL

44.15%

Shares123.7K

Event2026-03-31

Filed2026-04-23

ABBV

ABBVIE INC

5.86%

Shares17.0K

Event2026-03-31

Filed2026-04-23

LLY

ELI LILLY & CO

0.43%

Shares4.0K

Event2026-03-31

Filed2026-04-23

VISA INC

1.99%

Shares11.6K

Event2026-03-31

Filed2026-04-23

DIS

DISNEY WALT CO

0.92%

Shares36.2K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION

-3.22%

Shares15.7K

Event2026-03-31

Filed2026-04-23

IJH

ISHARES TR

-1.77%

Shares46.5K

Event2026-03-31

Filed2026-04-23

PROCTER & GAMBLE CO

-10.68%

Shares21.5K

Event2026-03-31

Filed2026-04-23

BLACKROCK INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-23

GENERAL DYNAMICS CORP

0.71%

Shares9.0K

Event2026-03-31

Filed2026-04-23

IBM

INTERNATIONAL BUSINESS MACHS

3.11%

Shares12.6K

Event2026-03-31

Filed2026-04-23

UNH

UNITEDHEALTH GROUP INC

6.51%

Shares11.1K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

0.12%

Shares5.7K

Event2026-03-31

Filed2026-04-23

MERCK & CO INC

0.00%

Shares22.7K

Event2026-03-31

Filed2026-04-23

ICE

INTERCONTINENTAL EXCHANGE IN

1.32%

Shares16.3K

Event2026-03-31

Filed2026-04-23

XSMO

INVESCO EXCHANGE TRADED FD T

8.31%

Shares33.6K

Event2026-03-31

Filed2026-04-23

PLD

PROLOGIS INC.

1.51%

Shares19.3K

Event2026-03-31

Filed2026-04-23

REALTY INCOME CORP

2.82%

Shares40.9K

Event2026-03-31

Filed2026-04-23

SYK

STRYKER CORPORATION

0.50%

Shares7.5K

Event2026-03-31

Filed2026-04-23

PHILIP MORRIS INTL INC

-0.01%

Shares14.8K

Event2026-03-31

Filed2026-04-23

ACCENTURE PLC IRELAND

6.77%

Shares12.3K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

31.20%

Shares8.5K

Event2026-03-31

Filed2026-04-23

GLDM

WORLD GOLD TR

-6.00%

Shares24.2K

Event2026-03-31

Filed2026-04-23

XMHQ

INVESCO EXCHANGE TRADED FD T

11.58%

Shares21.3K

Event2026-03-31

Filed2026-04-23

XYL

XYLEM INC

3.77%

Shares16.9K

Event2026-03-31

Filed2026-04-23

TSCO

TRACTOR SUPPLY CO

3.02%

Shares43.1K

Event2026-03-31

Filed2026-04-23

LMT

LOCKHEED MARTIN CORP

-0.29%

Shares3.1K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

-0.11%

Shares2.7K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-23

SPMO

INVESCO EXCH TRADED FD TR II

39.07%

Shares15.2K

Event2026-03-31

Filed2026-04-23

MASTERCARD INCORPORATED

-12.95%

Shares3.4K

Event2026-03-31

Filed2026-04-23

SBUX

STARBUCKS CORP

-65.16%

Shares16.7K

Event2026-03-31

Filed2026-04-23

ACGL

ARCH CAP GROUP LTD

4.62%

Shares15.3K

Event2026-03-31

Filed2026-04-23

JEPQ

J P MORGAN EXCHANGE TRADED F

5.64%

Shares26.4K

Event2026-03-31

Filed2026-04-23

ARCC

ARES CAPITAL CORP

2.73%

Shares80.3K

Event2026-03-31

Filed2026-04-23

GABC

GERMAN AMERN BANCORP INC

0.00%

Shares34.4K

Event2026-03-31

Filed2026-04-23

BIL

SPDR SERIES TRUST

228.82%

Shares15.4K

Event2026-03-31

Filed2026-04-23

QXO

QXO INC

38.22%

Shares72.5K

Event2026-03-31

Filed2026-04-23

TRANE TECHNOLOGIES PLC

188.68%

Shares3.3K

Event2026-03-31

Filed2026-04-23

BLACKSTONE INC

20.49%

Shares11.5K

Event2026-03-31

Filed2026-04-23

JEPI

J P MORGAN EXCHANGE TRADED F

9.72%

Shares23.2K

Event2026-03-31

Filed2026-04-23

ZTS

ZOETIS INC

12.30%

Shares10.8K

Event2026-03-31

Filed2026-04-23

SNOW

SNOWFLAKE INC

5.08%

Shares8.0K

Event2026-03-31

Filed2026-04-23

FAST

FASTENAL CO

0.00%

Shares25.0K

Event2026-03-31

Filed2026-04-23

QCOM

QUALCOMM INC

-37.35%

Shares8.9K

Event2026-03-31

Filed2026-04-23

VERIZON COMMUNICATIONS INC

-4.08%

Shares22.6K

Event2026-03-31

Filed2026-04-23

SHLD

GLOBAL X FDS

-7.17%

Shares16.0K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD INDEX FDS

12.09%

Shares2.5K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-23

QBTS

D-WAVE QUANTUM INC

0.00%

Shares72.4K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

-5.44%

Shares4.2K

Event2026-03-31

Filed2026-04-23

AMT

AMERICAN TOWER CORP

8.52%

Shares5.8K

Event2026-03-31

Filed2026-04-23

MCD

MCDONALDS CORP

0.07%

Shares3.1K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares954

Event2026-03-31

Filed2026-04-23

GEV

GE VERNOVA INC

4.76%

Shares1.0K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-23

SPYV

SPDR SERIES TRUST

10.63%

Shares15.5K

Event2026-03-31

Filed2026-04-23

GILD

GILEAD SCIENCES INC

-1.16%

Shares6.1K

Event2026-03-31

Filed2026-04-23

FIX

COMFORT SYS USA INC

8.09%

Shares588

Event2026-03-31

Filed2026-04-23

EPD

ENTERPRISE PRODS PARTNERS L

0.07%

Shares20.9K

Event2026-03-31

Filed2026-04-23

CGGO

CAPITAL GROUP GBL GROWTH EQT

0.00%

Shares23.6K

Event2026-03-31

Filed2026-04-23

DEERE & CO

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-23

CGGR

CAPITAL GROUP GROWTH ETF

-4.26%

Shares18.7K

Event2026-03-31

Filed2026-04-23

MPC

MARATHON PETE CORP

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-23

VIG

VANGUARD SPECIALIZED FUNDS

-13.09%

Shares3.4K

Event2026-03-31

Filed2026-04-23

HON

HONEYWELL INTL INC

-7.83%

Shares3.2K

Event2026-03-31

Filed2026-04-23

ALTRIA GROUP INC

0.00%

Shares10.6K

Event2026-03-31

Filed2026-04-23

PEP

PEPSICO INC

-14.69%

Shares4.5K

Event2026-03-31

Filed2026-04-23

EME

EMCOR GROUP INC

8.05%

Shares913

Event2026-03-31

Filed2026-04-23

DBP

INVESCO DB MULTI-SECTOR COMM

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-23

RMD

RESMED INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-23

WTM

WHITE MTNS INS GROUP LTD

0.00%

Shares298

Event2026-03-31

Filed2026-04-23

APH

AMPHENOL CORP

8.04%

Shares5.1K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

2.94%

Shares2.0K

Event2026-03-31

Filed2026-04-23

XLI

SELECT SECTOR SPDR TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

-8.48%

Shares3.7K

Event2026-03-31

Filed2026-04-23

DHR

DANAHER CORP DEL

-0.09%

Shares3.3K

Event2026-03-31

Filed2026-04-23

SOUTHERN CO

-0.36%

Shares6.4K

Event2026-03-31

Filed2026-04-23

HSY

HERSHEY CO

0.21%

Shares2.9K

Event2026-03-31

Filed2026-04-23

ETR

ENTERGY CORP NEW

-0.64%

Shares5.4K

Event2026-03-31

Filed2026-04-23

IVW

ISHARES TR

12.73%

Shares5.3K

Event2026-03-31

Filed2026-04-23

BITB

BITWISE BITCOIN ETF TR

7.13%

Shares16.3K

Event2026-03-31

Filed2026-04-23

CRS

CARPENTER TECHNOLOGY CORP

7.94%

Shares1.5K

Event2026-03-31

Filed2026-04-23

FTI

TECHNIPFMC PLC

7.52%

Shares8.6K

Event2026-03-31

Filed2026-04-23

VHT

VANGUARD WORLD FD

-2.23%

Shares2.2K

Event2026-03-31

Filed2026-04-23

WMB

WILLIAMS COS INC

1.35%

Shares8.1K

Event2026-03-31

Filed2026-04-23

SNA

SNAP ON INC

-0.93%

Shares1.6K

Event2026-03-31

Filed2026-04-23

VLUE

ISHARES TR

New

Shares4.0K

Event2026-03-31

Filed2026-04-23

IWM

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-23

WFC

WELLS FARGO & CO

-2.71%

Shares7.0K

Event2026-03-31

Filed2026-04-23

EEM

ISHARES TR

New

Shares9.8K

Event2026-03-31

Filed2026-04-23

SGOV

ISHARES TR

-9.29%

Shares5.5K

Event2026-03-31

Filed2026-04-23

DOW

DOW HLDGS INC

New

Shares13.1K

Event2026-03-31

Filed2026-04-23

EZU

ISHARES INC

16.10%

Shares8.6K

Event2026-03-31

Filed2026-04-23

NVO

NOVO-NORDISK A S

New

Shares14.5K

Event2026-03-31

Filed2026-04-23

SLV

ISHARES SILVER TR

-35.66%

Shares7.8K

Event2026-03-31

Filed2026-04-23

UBSI

UNITED BANKSHARES INC WEST V

0.99%

Shares12.8K

Event2026-03-31

Filed2026-04-23

WEC ENERGY GROUP INC

-3.45%

Shares4.5K

Event2026-03-31

Filed2026-04-23

BWXT

BWX TECHNOLOGIES INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-23

MDLZ

MONDELEZ INTL INC

85.73%

Shares8.8K

Event2026-03-31

Filed2026-04-23

GLW

CORNING INC

0.05%

Shares3.7K

Event2026-03-31

Filed2026-04-23

NEM

NEWMONT CORP

7.54%

Shares4.6K

Event2026-03-31

Filed2026-04-23

AXP

AMERICAN EXPRESS CO

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-23

IEV

ISHARES TR

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-23

COLGATE PALMOLIVE CO

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-23

DEO

DIAGEO PLC

122.33%

Shares6.3K

Event2026-03-31

Filed2026-04-23

PGR

PROGRESSIVE CORP

1.27%

Shares2.3K

Event2026-03-31

Filed2026-04-23

ENSG

ENSIGN GROUP INC

8.01%

Shares2.2K

Event2026-03-31

Filed2026-04-23

MTUM

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-23

BROADRIDGE FINL SOLUTIONS IN

2.03%

Shares2.7K

Event2026-03-31

Filed2026-04-23

USB

US BANCORP

-0.10%

Shares8.3K

Event2026-03-31

Filed2026-04-23

FDVV

FIDELITY COVINGTON TRUST

-9.47%

Shares7.8K

Event2026-03-31

Filed2026-04-23

HWM

HOWMET AEROSPACE INC

New

Shares1.9K

Event2026-03-31

Filed2026-04-23

TPR

TAPESTRY INC

New

Shares3.0K

Event2026-03-31

Filed2026-04-23

PLTR

PALANTIR TECHNOLOGIES INC

7.14%

Shares2.8K

Event2026-03-31

Filed2026-04-23

CNX

CNX RES CORP

7.92%

Shares10.5K

Event2026-03-31

Filed2026-04-23

STT

STATE STR CORP

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-23

AWK

AMERICAN WTR WKS CO INC NEW

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-23

NTRS

NORTHERN TR CORP

-21.30%

Shares2.8K

Event2026-03-31

Filed2026-04-23

FNF

FIDELITY NATL FINL INC

0.00%

Shares8.4K

Event2026-03-31

Filed2026-04-23

VXUS

VANGUARD STAR FDS

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-23

SGI

SOMNIGROUP INTERNATIONAL INC

7.88%

Shares5.2K

Event2026-03-31

Filed2026-04-23

CAH

CARDINAL HEALTH INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-23

DOMINION ENERGY INC

5.02%

Shares6.1K

Event2026-03-31

Filed2026-04-23

ELAN

ELANCO ANIMAL HEALTH INC

New

Shares15.7K

Event2026-03-31

Filed2026-04-23

APD

AIR PRODUCTS AND CHEMICALS I

13.14%

Shares1.3K

Event2026-03-31

Filed2026-04-23

THC

TENET HEALTHCARE CORP

8.11%

Shares1.9K

Event2026-03-31

Filed2026-04-23

ETHW

BITWISE ETHEREUM ETF

13.95%

Shares24.0K

Event2026-03-31

Filed2026-04-23

MEDP

MEDPACE HLDGS INC

8.18%

Shares741

Event2026-03-31

Filed2026-04-23

NFLX

NETFLIX INC.

5.66%

Shares3.7K

Event2026-03-31

Filed2026-04-23

XLK

SELECT SECTOR SPDR TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-23

SRE

SEMPRA

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-23

JPST

J P MORGAN EXCHANGE TRADED F

-11.35%

Shares6.8K

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-23

CLX

CLOROX CO DEL

New

Shares3.2K

Event2026-03-31

Filed2026-04-23

IBKR

INTERACTIVE BROKERS GROUP IN

New

Shares5.0K

Event2026-03-31

Filed2026-04-23

PAYX

PAYCHEX INC

1.28%

Shares3.6K

Event2026-03-31

Filed2026-04-23

EQT CORP

New

Shares5.1K

Event2026-03-31

Filed2026-04-23

COP

CONOCOPHILLIPS

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-23

CHH

CHOICE HOTELS INTL INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-23

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-23

ENB

ENBRIDGE INC

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-23

CVS

CVS HEALTH CORP

-7.60%

Shares4.0K

Event2026-03-31

Filed2026-04-23

SYY

SYSCO CORP

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-23

TROW

PRICE T ROWE GROUP INC

42.03%

Shares3.2K

Event2026-03-31

Filed2026-04-23

SAIC

SCIENCE APPLICATIONS INTL CO

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-23

ORCL

ORACLE CORP

0.38%

Shares1.8K

Event2026-03-31

Filed2026-04-23

OKE

ONEOK INC NEW

5.32%

Shares3.0K

Event2026-03-31

Filed2026-04-23

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-23

EVR

EVERCORE INC

8.10%

Shares894

Event2026-03-31

Filed2026-04-23

CPRT

COPART INC

9.62%

Shares8.0K

Event2026-03-31

Filed2026-04-23

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-23

KEYS

KEYSIGHT TECHNOLOGIES INC

-43.02%

Shares922

Event2026-03-31

Filed2026-04-23

UNP

UNION PAC CORP

0.19%

Shares1.1K

Event2026-03-31

Filed2026-04-23

CHRW

C H ROBINSON WORLDWIDE IN

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-23

EMR

EMERSON ELEC CO

0.05%

Shares1.9K

Event2026-03-31

Filed2026-04-23

VYMI

VANGUARD WHITEHALL FDS

-7.44%

Shares2.6K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-14.01%

Shares405

Event2026-03-31

Filed2026-04-23

PAYC

PAYCOM SOFTWARE INC

39.33%

Shares2.0K

Event2026-03-31

Filed2026-04-23

PNC

PNC FINL SVCS GROUP INC

-2.10%

Shares1.1K

Event2026-03-31

Filed2026-04-23

VOT

VANGUARD INDEX FDS

21.53%

Shares903

Event2026-03-31

Filed2026-04-23

CSX

CSX CORP

-3.06%

Shares5.5K

Event2026-03-31

Filed2026-04-23

GE AEROSPACE

-6.99%

Shares798

Event2026-03-31

Filed2026-04-23

AFL

AFLAC INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-23

CRL

CHARLES RIV LABS INTL INC

7.04%

Shares1.3K

Event2026-03-31

Filed2026-04-23

SPYD

SPDR SERIES TRUST

-7.32%

Shares4.7K

Event2026-03-31

Filed2026-04-23

NDSN

NORDSON CORP

-5.28%

Shares790

Event2026-03-31

Filed2026-04-23

PSX

PHILLIPS 66

New

Shares1.1K

Event2026-03-31

Filed2026-04-23

TOL

TOLL BROTHERS INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-23

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares565

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available