Sponsored

The Analysis of CAHABA WEALTH MANAGEMENT, INC.'s Holdings & P&L

Currently, CAHABA WEALTH MANAGEMENT, INC. holds 153 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in IVV (+24.6K shares, valued at $16.1M), UBND (+316.4K shares, valued at $6.9M), SO (+49.9K shares, valued at $4.8M); decreased their positions in T (-27.4K shares, valued at $795.5K), ACWI (-2.7K shares, valued at $375.1K), SUB (-2.4K shares, valued at $260.2K); initiated new positions in WMG (+19.7K shares, valued at $502.7K), PWR (+755 shares, valued at $414.5K), SCHA (+10.8K shares, valued at $313.7K).

1M P&L

+29.4M+1.89%

3M P&L

+38.8M+2.52%

HY P&L

+114.4M+7.81%

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/A1.4B

93.2%

2Utilities - Regulated Electric38.3M

2.6%

3Consumer Electronics6.9M

0.5%

Top Industries by Stock Count

1N/A74 stocks

53.2%

2Drug Manufacturers - General4 stocks

2.9%

3Software - Infrastructure4 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR649.3K shares3.94%2026-03-312026-04-29

UBND VICTORY PORTFOLIOS II8.2M shares4.02%2026-03-312026-04-29

IXUS ISHARES TR1.8M shares0.88%2026-03-312026-04-29

IJH ISHARES TR2.0M shares3.19%2026-03-312026-04-29

IJR ISHARES TR477.7K shares3.63%2026-03-312026-04-29

SPYM SPDR SERIES TRUST740.7K shares2.85%2026-03-312026-04-29

ISTB ISHARES TR1.1M shares6.03%2026-03-312026-04-29

MUB ISHARES TR383.4K shares9.25%2026-03-312026-04-29

Sponsored

VXUS VANGUARD STAR FDS512.8K shares0.82%2026-03-312026-04-29

SO SOUTHERN CO389.6K shares14.68%2026-03-312026-04-29

IAGG ISHARES TR597.9K shares3.72%2026-03-312026-04-29

SPMD SPDR SERIES TRUST470.0K shares4.05%2026-03-312026-04-29

SUB ISHARES TR259.1K shares-0.93%2026-03-312026-04-29

VTEB VANGUARD MUN BD FDS425.9K shares0.57%2026-03-312026-04-29

JPST J P MORGAN EXCHANGE TRADED F403.1K shares8.28%2026-03-312026-04-29

SPSM SPDR SERIES TRUST332.1K shares1.88%2026-03-312026-04-29

Sponsored

ACWI ISHARES TR56.2K shares-4.60%2026-03-312026-04-29

AAPL APPLE INC27.0K shares2.95%2026-03-312026-04-29

IVW ISHARES TR55.8K shares0.35%2026-03-312026-04-29

IEFA ISHARES TR62.0K shares-2.19%2026-03-312026-04-29

RJF RAYMOND JAMES FINL INC38.6K shares0.72%2026-03-312026-04-29

IWR ISHARES TR56.3K shares-2.85%2026-03-312026-04-29

MSFT MICROSOFT CORP11.1K shares-0.23%2026-03-312026-04-29

ICSH ISHARES TR71.0K shares268.65%2026-03-312026-04-29

Sponsored

NVDA NVIDIA CORPORATION20.5K shares-5.77%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.2K shares0.52%2026-03-312026-04-29

IWF ISHARES TR7.0K shares-1.40%2026-03-312026-04-29

AWK AMERICAN WTR WKS CO INC NEW21.7K shares1.67%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T4.5K shares-0.91%2026-03-312026-04-29

IWD ISHARES TR13.1K shares-2.38%2026-03-312026-04-29

ITOT ISHARES TR17.7K shares58.96%2026-03-312026-04-29

AMZN AMAZON COM INC11.9K shares1.70%2026-03-312026-04-29

Sponsored

AGG ISHARES TR23.0K shares34.09%2026-03-312026-04-29

SHY ISHARES TR25.1K shares0.53%2026-03-312026-04-29

BROADCOM INC BROADCOM INC6.0K shares-3.32%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR3.2K shares26.05%2026-03-312026-04-29

BSV VANGUARD BD INDEX FDS22.8K shares0.65%2026-03-312026-04-29

VTI VANGUARD INDEX FDS5.4K shares1.31%2026-03-312026-04-29

J JACOBS SOLUTIONS INC13.4K shares0.00%2026-03-312026-04-29

HCA HCA HEALTHCARE INC3.6K shares0.08%2026-03-312026-04-29

Sponsored

WMT WALMART INC13.0K shares20.19%2026-03-312026-04-29

VV VANGUARD INDEX FDS5.3K shares-0.86%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON6.5K shares17.64%2026-03-312026-04-29

IVE ISHARES TR6.7K shares-7.08%2026-03-312026-04-29

CAT CATERPILLAR INC2.0K shares-1.59%2026-03-312026-04-29

ALPHABET INC ALPHABET INC4.9K shares-2.33%2026-03-312026-04-29

EFA ISHARES TR14.3K shares-4.22%2026-03-312026-04-29

ABCB AMERIS BANCORP16.7K shares0.17%2026-03-312026-04-29

Sponsored

IWV ISHARES TR3.4K shares1.35%2026-03-312026-04-29

LLY ELI LILLY & CO1.4K shares0.82%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION1.2K shares-0.34%2026-03-312026-04-29

HD HOME DEPOT INC3.5K shares14.29%2026-03-312026-04-29

XOM EXXON MOBIL CORP6.7K shares1.49%2026-03-312026-04-29

AFL AFLAC INC10.0K shares0.72%2026-03-312026-04-29

QUAL ISHARES TR5.7K shares-1.20%2026-03-312026-04-29

ALPHABET INC ALPHABET INC3.4K shares5.75%2026-03-312026-04-29

Sponsored

IWP ISHARES TR7.3K shares-1.77%2026-03-312026-04-29

IWY ISHARES TR3.7K shares7.85%2026-03-312026-04-29

GLD SPDR GOLD TR2.1K shares-5.21%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares19.10%2026-03-312026-04-29

KO COCA COLA CO11.7K shares6.65%2026-03-312026-04-29

VYM VANGUARD WHITEHALL FDS5.9K shares16.99%2026-03-312026-04-29

MCD MCDONALDS CORP2.8K shares-3.64%2026-03-312026-04-29

IWL ISHARES TR5.3K shares0.02%2026-03-312026-04-29

Sponsored

MMM 3M CO5.7K shares0.68%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO2.8K shares8.99%2026-03-312026-04-29

ABBV ABBVIE INC3.6K shares0.36%2026-03-312026-04-29

IWO ISHARES TR2.4K shares0.00%2026-03-312026-04-29

PANW PALO ALTO NETWORKS INC4.5K shares1.72%2026-03-312026-04-29

MCBS METROCITY BANKSHARES INC25.0K shares0.00%2026-03-312026-04-29

V VISA INC2.4K shares-1.55%2026-03-312026-04-29

SCHF SCHWAB STRATEGIC TR27.8K shares227.36%2026-03-312026-04-29

Sponsored

GOVT ISHARES TR29.9K shares0.58%2026-03-312026-04-29

AOR ISHARES TR10.6K shares5.04%2026-03-312026-04-29

RTX RTX CORPORATION3.5K shares-3.68%2026-03-312026-04-29

T AT&T INC23.5K shares-53.83%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE2.4K shares39.93%2026-03-312026-04-29

SCHB SCHWAB STRATEGIC TR26.7K shares0.25%2026-03-312026-04-29

CELESTICA INC CELESTICA INC2.4K shares0.00%2026-03-312026-04-29

IJK ISHARES TR6.6K shares0.00%2026-03-312026-04-29

Sponsored

PEP PEPSICO INC4.2K shares-0.55%2026-03-312026-04-29

IWB ISHARES TR1.7K shares0.06%2026-03-312026-04-29

DVY ISHARES TR4.0K shares0.50%2026-03-312026-04-29

IUSB ISHARES TR13.1K shares0.53%2026-03-312026-04-29

PG PROCTER & GAMBLE CO4.1K shares-9.14%2026-03-312026-04-29

WM WASTE MGMT INC DEL2.5K shares-5.71%2026-03-312026-04-29

IWN ISHARES TR3.0K shares-1.39%2026-03-312026-04-29

TRV TRAVELERS COMPANIES INC1.9K shares2.80%2026-03-312026-04-29

Sponsored

USIG ISHARES TR10.8K shares0.77%2026-03-312026-04-29

IWS ISHARES TR3.8K shares-2.13%2026-03-312026-04-29

ACWX ISHARES TR8.0K shares-2.65%2026-03-312026-04-29

SPAB SPDR SERIES TRUST21.0K shares1.16%2026-03-312026-04-29

BAC BANK AMERICA CORP10.7K shares1.17%2026-03-312026-04-29

DE DEERE & CO907 shares15.84%2026-03-312026-04-29

IWM ISHARES TR2.0K shares4.77%2026-03-312026-04-29

WMG WARNER MUSIC GROUP CORP19.7K sharesnew addition2026-03-312026-04-29

Sponsored

GEV GE VERNOVA INC558 shares44.94%2026-03-312026-04-29

BNDX VANGUARD CHARLOTTE FDS10.1K shares-4.35%2026-03-312026-04-29

CRWD CROWDSTRIKE HLDGS INC1.2K shares4.66%2026-03-312026-04-29

MBB ISHARES TR5.1K shares0.69%2026-03-312026-04-29

CVX CHEVRON CORPORATION2.3K shares18.27%2026-03-312026-04-29

ORCL ORACLE CORP3.1K shares0.71%2026-03-312026-04-29

VCIT VANGUARD SCOTTSDALE FDS5.5K shares68.24%2026-03-312026-04-29

NEE NEXTERA ENERGY INC4.9K shares1.81%2026-03-312026-04-29

Sponsored

DAL DELTA AIR LINES INC6.8K shares0.30%2026-03-312026-04-29

VIG VANGUARD SPECIALIZED FUNDS2.0K shares0.29%2026-03-312026-04-29

SPYV SPDR SERIES TRUST7.4K shares0.00%2026-03-312026-04-29

PWR QUANTA SVCS INC755 sharesnew addition2026-03-312026-04-29

IYF ISHARES TR3.1K shares0.48%2026-03-312026-04-29

SFY TIDAL TRUST I2.9K shares0.45%2026-03-312026-04-29

UNH UNITEDHEALTH GROUP INC1.3K shares-2.58%2026-03-312026-04-29

META META PLATFORMS INC624 shares16.85%2026-03-312026-04-29

Sponsored

TSLA TESLA INC910 shares13.89%2026-03-312026-04-29

VO VANGUARD INDEX FDS1.2K shares-1.03%2026-03-312026-04-29

SPYG SPDR SERIES TRUST3.4K shares-7.02%2026-03-312026-04-29

ABT ABBOTT LABORATORIES3.1K shares-2.28%2026-03-312026-04-29

AMTM AMENTUM HOLDINGS INC12.1K shares0.00%2026-03-312026-04-29

SCHA SCHWAB STRATEGIC TR10.8K sharesnew addition2026-03-312026-04-29

LMT LOCKHEED MARTIN CORP519 shares-4.07%2026-03-312026-04-29

LOW LOWES COS INC1.3K shares-0.08%2026-03-312026-04-29

Sponsored

JMST J P MORGAN EXCHANGE TRADED F6.0K shares-2.67%2026-03-312026-04-29

LNG CHENIERE ENERGY INC1.0K sharesnew addition2026-03-312026-04-29

MA MASTERCARD INCORPORATED555 shares0.18%2026-03-312026-04-29

D DOMINION ENERGY INC4.5K shares2.85%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC2.3K shares-5.04%2026-03-312026-04-29

WSM WILLIAMS SONOMA INC1.5K shares0.00%2026-03-312026-04-29

VTV VANGUARD INDEX FDS1.4K shares0.14%2026-03-312026-04-29

CSCO CISCO SYS INC3.4K shares-0.44%2026-03-312026-04-29

Sponsored

ASML ASML HLDG NV194 sharesnew addition2026-03-312026-04-29

GS GOLDMAN SACHS GROUP INC303 shares-6.48%2026-03-312026-04-29

HUBBELL INC HUBBELL INC518 sharesnew addition2026-03-312026-04-29

SCHG SCHWAB STRATEGIC TR8.7K shares0.13%2026-03-312026-04-29

BOXX EA SERIES TRUST2.2K sharesnew addition2026-03-312026-04-29

ITA ISHARES TR1.1K shares3.16%2026-03-312026-04-29

BLACKROCK INC BLACKROCK INC257 shares-1.53%2026-03-312026-04-29

EATON CORP PLC EATON CORP PLC687 shares-10.55%2026-03-312026-04-29

Sponsored

AJG GALLAGHER ARTHUR J & CO1.1K shares5.50%2026-03-312026-04-29

FMUN FIDELITY MERRIMACK STR TR4.7K shares0.00%2026-03-312026-04-29

TGB TASEKO MINES LTD36.1K shares0.00%2026-03-312026-04-29

SLV ISHARES SILVER TR3.4K shares-24.49%2026-03-312026-04-29

IYW ISHARES TR1.3K shares0.00%2026-03-312026-04-29

AMGN AMGEN INC637 shares-9.65%2026-03-312026-04-29

PM PHILIP MORRIS INTL INC1.3K shares1.53%2026-03-312026-04-29

VOE VANGUARD INDEX FDS1.2K shares-3.55%2026-03-312026-04-29

Sponsored

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC2.5K sharesnew addition2026-03-312026-04-29

SYY SYSCO CORP3.0K shares0.37%2026-03-312026-04-29

SCHE SCHWAB STRATEGIC TR6.3K sharesnew addition2026-03-312026-04-29

MMC MARSH & MCLENNAN COS INC1.2K shares-7.05%2026-03-312026-04-29

CINF CINCINNATI FINL CORP1.3K shares0.95%2026-03-312026-04-29

FSK FS KKR CAP CORP18.3K shares0.00%2026-03-312026-04-29

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD14.7K sharesnew addition2026-03-312026-04-29

JPC NUVEEN PFD & INCOME OPPORTUN12.1K shares0.00%2026-03-312026-04-29

Sponsored

GALT GALECTIN THERAPEUTICS INC21.0K shares0.00%2026-03-312026-04-29

IVV

ISHARES TR

3.94%

Shares649.3K

Event2026-03-31

Filed2026-04-29

UBND

VICTORY PORTFOLIOS II

4.02%

Shares8.2M

Event2026-03-31

Filed2026-04-29

IXUS

ISHARES TR

0.88%

Shares1.8M

Event2026-03-31

Filed2026-04-29

IJH

ISHARES TR

3.19%

Shares2.0M

Event2026-03-31

Filed2026-04-29

IJR

ISHARES TR

3.63%

Shares477.7K

Event2026-03-31

Filed2026-04-29

SPYM

SPDR SERIES TRUST

2.85%

Shares740.7K

Event2026-03-31

Filed2026-04-29

ISTB

ISHARES TR

6.03%

Shares1.1M

Event2026-03-31

Filed2026-04-29

MUB

ISHARES TR

9.25%

Shares383.4K

Event2026-03-31

Filed2026-04-29

VXUS

VANGUARD STAR FDS

0.82%

Shares512.8K

Event2026-03-31

Filed2026-04-29

SOUTHERN CO

14.68%

Shares389.6K

Event2026-03-31

Filed2026-04-29

IAGG

ISHARES TR

3.72%

Shares597.9K

Event2026-03-31

Filed2026-04-29

SPMD

SPDR SERIES TRUST

4.05%

Shares470.0K

Event2026-03-31

Filed2026-04-29

SUB

ISHARES TR

-0.93%

Shares259.1K

Event2026-03-31

Filed2026-04-29

VTEB

VANGUARD MUN BD FDS

0.57%

Shares425.9K

Event2026-03-31

Filed2026-04-29

JPST

J P MORGAN EXCHANGE TRADED F

8.28%

Shares403.1K

Event2026-03-31

Filed2026-04-29

SPSM

SPDR SERIES TRUST

1.88%

Shares332.1K

Event2026-03-31

Filed2026-04-29

ACWI

ISHARES TR

-4.60%

Shares56.2K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

2.95%

Shares27.0K

Event2026-03-31

Filed2026-04-29

IVW

ISHARES TR

0.35%

Shares55.8K

Event2026-03-31

Filed2026-04-29

IEFA

ISHARES TR

-2.19%

Shares62.0K

Event2026-03-31

Filed2026-04-29

RJF

RAYMOND JAMES FINL INC

0.72%

Shares38.6K

Event2026-03-31

Filed2026-04-29

IWR

ISHARES TR

-2.85%

Shares56.3K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

-0.23%

Shares11.1K

Event2026-03-31

Filed2026-04-29

ICSH

ISHARES TR

268.65%

Shares71.0K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

-5.77%

Shares20.5K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

0.52%

Shares7.2K

Event2026-03-31

Filed2026-04-29

IWF

ISHARES TR

-1.40%

Shares7.0K

Event2026-03-31

Filed2026-04-29

AWK

AMERICAN WTR WKS CO INC NEW

1.67%

Shares21.7K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

-0.91%

Shares4.5K

Event2026-03-31

Filed2026-04-29

IWD

ISHARES TR

-2.38%

Shares13.1K

Event2026-03-31

Filed2026-04-29

ITOT

ISHARES TR

58.96%

Shares17.7K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

1.70%

Shares11.9K

Event2026-03-31

Filed2026-04-29

AGG

ISHARES TR

34.09%

Shares23.0K

Event2026-03-31

Filed2026-04-29

SHY

ISHARES TR

0.53%

Shares25.1K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

-3.32%

Shares6.0K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

26.05%

Shares3.2K

Event2026-03-31

Filed2026-04-29

BSV

VANGUARD BD INDEX FDS

0.65%

Shares22.8K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

1.31%

Shares5.4K

Event2026-03-31

Filed2026-04-29

JACOBS SOLUTIONS INC

0.00%

Shares13.4K

Event2026-03-31

Filed2026-04-29

HCA

HCA HEALTHCARE INC

0.08%

Shares3.6K

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

20.19%

Shares13.0K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

-0.86%

Shares5.3K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

17.64%

Shares6.5K

Event2026-03-31

Filed2026-04-29

IVE

ISHARES TR

-7.08%

Shares6.7K

Event2026-03-31

Filed2026-04-29

CAT

CATERPILLAR INC

-1.59%

Shares2.0K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-2.33%

Shares4.9K

Event2026-03-31

Filed2026-04-29

EFA

ISHARES TR

-4.22%

Shares14.3K

Event2026-03-31

Filed2026-04-29

ABCB

AMERIS BANCORP

0.17%

Shares16.7K

Event2026-03-31

Filed2026-04-29

IWV

ISHARES TR

1.35%

Shares3.4K

Event2026-03-31

Filed2026-04-29

LLY

ELI LILLY & CO

0.82%

Shares1.4K

Event2026-03-31

Filed2026-04-29

COST

COSTCO WHOLESALE CORPORATION

-0.34%

Shares1.2K

Event2026-03-31

Filed2026-04-29

HOME DEPOT INC

14.29%

Shares3.5K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

1.49%

Shares6.7K

Event2026-03-31

Filed2026-04-29

AFL

AFLAC INC

0.72%

Shares10.0K

Event2026-03-31

Filed2026-04-29

QUAL

ISHARES TR

-1.20%

Shares5.7K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

5.75%

Shares3.4K

Event2026-03-31

Filed2026-04-29

IWP

ISHARES TR

-1.77%

Shares7.3K

Event2026-03-31

Filed2026-04-29

IWY

ISHARES TR

7.85%

Shares3.7K

Event2026-03-31

Filed2026-04-29

GLD

SPDR GOLD TR

-5.21%

Shares2.1K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

19.10%

Shares1.5K

Event2026-03-31

Filed2026-04-29

COCA COLA CO

6.65%

Shares11.7K

Event2026-03-31

Filed2026-04-29

VYM

VANGUARD WHITEHALL FDS

16.99%

Shares5.9K

Event2026-03-31

Filed2026-04-29

MCD

MCDONALDS CORP

-3.64%

Shares2.8K

Event2026-03-31

Filed2026-04-29

IWL

ISHARES TR

0.02%

Shares5.3K

Event2026-03-31

Filed2026-04-29

MMM

3M CO

0.68%

Shares5.7K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

8.99%

Shares2.8K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

0.36%

Shares3.6K

Event2026-03-31

Filed2026-04-29

IWO

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-29

PANW

PALO ALTO NETWORKS INC

1.72%

Shares4.5K

Event2026-03-31

Filed2026-04-29

MCBS

METROCITY BANKSHARES INC

0.00%

Shares25.0K

Event2026-03-31

Filed2026-04-29

VISA INC

-1.55%

Shares2.4K

Event2026-03-31

Filed2026-04-29

SCHF

SCHWAB STRATEGIC TR

227.36%

Shares27.8K

Event2026-03-31

Filed2026-04-29

GOVT

ISHARES TR

0.58%

Shares29.9K

Event2026-03-31

Filed2026-04-29

AOR

ISHARES TR

5.04%

Shares10.6K

Event2026-03-31

Filed2026-04-29

RTX

RTX CORPORATION

-3.68%

Shares3.5K

Event2026-03-31

Filed2026-04-29

AT&T INC

-53.83%

Shares23.5K

Event2026-03-31

Filed2026-04-29

GE AEROSPACE

39.93%

Shares2.4K

Event2026-03-31

Filed2026-04-29

SCHB

SCHWAB STRATEGIC TR

0.25%

Shares26.7K

Event2026-03-31

Filed2026-04-29

CELESTICA INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-29

IJK

ISHARES TR

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-29

PEP

PEPSICO INC

-0.55%

Shares4.2K

Event2026-03-31

Filed2026-04-29

IWB

ISHARES TR

0.06%

Shares1.7K

Event2026-03-31

Filed2026-04-29

DVY

ISHARES TR

0.50%

Shares4.0K

Event2026-03-31

Filed2026-04-29

IUSB

ISHARES TR

0.53%

Shares13.1K

Event2026-03-31

Filed2026-04-29

PROCTER & GAMBLE CO

-9.14%

Shares4.1K

Event2026-03-31

Filed2026-04-29

WASTE MGMT INC DEL

-5.71%

Shares2.5K

Event2026-03-31

Filed2026-04-29

IWN

ISHARES TR

-1.39%

Shares3.0K

Event2026-03-31

Filed2026-04-29

TRV

TRAVELERS COMPANIES INC

2.80%

Shares1.9K

Event2026-03-31

Filed2026-04-29

USIG

ISHARES TR

0.77%

Shares10.8K

Event2026-03-31

Filed2026-04-29

IWS

ISHARES TR

-2.13%

Shares3.8K

Event2026-03-31

Filed2026-04-29

ACWX

ISHARES TR

-2.65%

Shares8.0K

Event2026-03-31

Filed2026-04-29

SPAB

SPDR SERIES TRUST

1.16%

Shares21.0K

Event2026-03-31

Filed2026-04-29

BAC

BANK AMERICA CORP

1.17%

Shares10.7K

Event2026-03-31

Filed2026-04-29

DEERE & CO

15.84%

Shares907

Event2026-03-31

Filed2026-04-29

IWM

ISHARES TR

4.77%

Shares2.0K

Event2026-03-31

Filed2026-04-29

WMG

WARNER MUSIC GROUP CORP

New

Shares19.7K

Event2026-03-31

Filed2026-04-29

GEV

GE VERNOVA INC

44.94%

Shares558

Event2026-03-31

Filed2026-04-29

BNDX

VANGUARD CHARLOTTE FDS

-4.35%

Shares10.1K

Event2026-03-31

Filed2026-04-29

CRWD

CROWDSTRIKE HLDGS INC

4.66%

Shares1.2K

Event2026-03-31

Filed2026-04-29

MBB

ISHARES TR

0.69%

Shares5.1K

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORPORATION

18.27%

Shares2.3K

Event2026-03-31

Filed2026-04-29

ORCL

ORACLE CORP

0.71%

Shares3.1K

Event2026-03-31

Filed2026-04-29

VCIT

VANGUARD SCOTTSDALE FDS

68.24%

Shares5.5K

Event2026-03-31

Filed2026-04-29

NEE

NEXTERA ENERGY INC

1.81%

Shares4.9K

Event2026-03-31

Filed2026-04-29

DAL

DELTA AIR LINES INC

0.30%

Shares6.8K

Event2026-03-31

Filed2026-04-29

VIG

VANGUARD SPECIALIZED FUNDS

0.29%

Shares2.0K

Event2026-03-31

Filed2026-04-29

SPYV

SPDR SERIES TRUST

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-29

PWR

QUANTA SVCS INC

New

Shares755

Event2026-03-31

Filed2026-04-29

IYF

ISHARES TR

0.48%

Shares3.1K

Event2026-03-31

Filed2026-04-29

SFY

TIDAL TRUST I

0.45%

Shares2.9K

Event2026-03-31

Filed2026-04-29

UNH

UNITEDHEALTH GROUP INC

-2.58%

Shares1.3K

Event2026-03-31

Filed2026-04-29