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The Analysis of Caldwell Trust Co's Holdings & P&L

Currently, Caldwell Trust Co holds 784 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in N/A (+6.6K shares, valued at $1.3M), BND (+17.3K shares, valued at $1.3M), IEFA (+13.7K shares, valued at $1.2M); decreased their positions in DKS (-4.9K shares, valued at $962.5K), PG (-6.5K shares, valued at $941.9K), UNH (-3.2K shares, valued at $857.2K); initiated new positions in N/A (+6.6K shares, valued at $1.3M), BUD (+12.8K shares, valued at $888.7K), BAB (+18.7K shares, valued at $504.7K).

1M P&L

+21.9M+2.11%

3M P&L

-15.9M-1.48%

HY P&L

+35.6M+3.49%

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/A281.2M

29.4%

2Semiconductors73.6M

7.7%

3Consumer Electronics63.8M

6.7%

Top Industries by Stock Count

1N/A270 stocks

37.0%

2Utilities - Regulated Electric21 stocks

2.9%

3Banks - Regional17 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC251.2K shares0.86%2026-03-312026-04-22

NVDA NVIDIA CORPORATION323.9K shares0.05%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T62.6K shares1.66%2026-03-312026-04-22

ALPHABET INC ALPHABET INC122.0K shares-1.05%2026-03-312026-04-22

MSFT MICROSOFT CORP76.7K shares2.39%2026-03-312026-04-22

AMZN AMAZON COM INC135.1K shares1.65%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS36.7K shares-1.61%2026-03-312026-04-22

LLY ELI LILLY & CO21.7K shares2.05%2026-03-312026-04-22

Sponsored

IVV ISHARES TR30.3K shares4.17%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO66.6K shares0.91%2026-03-312026-04-22

NEE NEXTERA ENERGY INC175.4K shares-0.96%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION15.9K shares2.45%2026-03-312026-04-22

HD HOME DEPOT INC47.4K shares-0.66%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T78.4K shares5.16%2026-03-312026-04-22

IGSB ISHARES TR284.6K shares7.09%2026-03-312026-04-22

AGG ISHARES TR145.7K shares7.51%2026-03-312026-04-22

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VTI VANGUARD INDEX FDS44.4K shares4.48%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON58.1K shares0.08%2026-03-312026-04-22

MDY STATE STR SPDR S&P MIDCAP 4021.6K shares3.73%2026-03-312026-04-22

IGIB ISHARES TR245.8K shares3.22%2026-03-312026-04-22

WMT WALMART INC104.7K shares-0.78%2026-03-312026-04-22

CAT CATERPILLAR INC18.4K shares-1.91%2026-03-312026-04-22

IJR ISHARES TR97.7K shares3.88%2026-03-312026-04-22

MA MASTERCARD INCORPORATED23.8K shares1.36%2026-03-312026-04-22

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IJH ISHARES TR171.9K shares7.34%2026-03-312026-04-22

BLACKROCK INC BLACKROCK INC11.9K shares-0.38%2026-03-312026-04-22

CVX CHEVRON CORPORATION55.2K shares-0.71%2026-03-312026-04-22

AMGN AMGEN INC31.6K shares0.74%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR19.1K shares-0.82%2026-03-312026-04-22

MCD MCDONALDS CORP34.1K shares1.48%2026-03-312026-04-22

XOM EXXON MOBIL CORP59.5K shares3.24%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL20.9K shares0.84%2026-03-312026-04-22

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V VISA INC31.6K shares-0.50%2026-03-312026-04-22

SJNK SPDR SERIES TRUST374.4K shares5.89%2026-03-312026-04-22

VO VANGUARD INDEX FDS32.2K shares0.77%2026-03-312026-04-22

IEFA ISHARES TR98.0K shares16.25%2026-03-312026-04-22

PG PROCTER & GAMBLE CO61.2K shares-9.62%2026-03-312026-04-22

BROADCOM INC BROADCOM INC27.7K shares-0.28%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS117.5K shares7.91%2026-03-312026-04-22

PWR QUANTA SVCS INC13.7K shares5.58%2026-03-312026-04-22

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC21.5K shares0.10%2026-03-312026-04-22

ARISTA NETWORKS INC ARISTA NETWORKS INC52.1K shares6.94%2026-03-312026-04-22

NFLX NETFLIX INC.61.1K shares2.53%2026-03-312026-04-22

CSCO CISCO SYS INC75.6K shares1.88%2026-03-312026-04-22

BRK.A BERKSHIRE HATHAWAY INC DEL8 shares0.00%2026-03-312026-04-22

BLACKSTONE INC BLACKSTONE INC49.9K shares2.20%2026-03-312026-04-22

META META PLATFORMS INC9.9K shares12.69%2026-03-312026-04-22

UNP UNION PAC CORP23.3K shares-1.73%2026-03-312026-04-22

Sponsored

AXP AMERICAN EXPRESS CO18.7K shares3.03%2026-03-312026-04-22

ABBV ABBVIE INC25.5K shares4.35%2026-03-312026-04-22

HON HONEYWELL INTL INC23.3K shares-1.56%2026-03-312026-04-22

ALPHABET INC ALPHABET INC18.0K shares-1.19%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS20.3K shares2.81%2026-03-312026-04-22

ABT ABBOTT LABORATORIES47.6K shares-4.70%2026-03-312026-04-22

AMAT APPLIED MATLS INC14.0K shares1.66%2026-03-312026-04-22

TMUS T-MOBILE US INC22.7K shares5.68%2026-03-312026-04-22

Sponsored

NOBL PROSHARES TR44.7K shares-3.17%2026-03-312026-04-22

EMXC ISHARES INC59.6K shares11.98%2026-03-312026-04-22

PEP PEPSICO INC29.6K shares-2.26%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC37.0K shares-3.73%2026-03-312026-04-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW33.4K shares0.23%2026-03-312026-04-22

ORCL ORACLE CORP29.5K shares5.12%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR32.6K shares-0.34%2026-03-312026-04-22

BAC BANK AMERICA CORP85.2K shares42.08%2026-03-312026-04-22

Sponsored

KO COCA COLA CO54.6K shares0.28%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC24.9K shares-1.03%2026-03-312026-04-22

RTX RTX CORPORATION21.1K shares-0.54%2026-03-312026-04-22

EMR EMERSON ELEC CO28.4K shares-4.74%2026-03-312026-04-22

SYK STRYKER CORPORATION11.1K shares-5.59%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP5.9K shares0.46%2026-03-312026-04-22

CMI CUMMINS INC6.5K shares-1.18%2026-03-312026-04-22

BSV VANGUARD BD INDEX FDS43.9K shares18.94%2026-03-312026-04-22

Sponsored

PSX PHILLIPS 6618.6K shares6.82%2026-03-312026-04-22

DIA STATE STR SPDR DOW JONES IND7.3K shares-0.08%2026-03-312026-04-22

PH PARKER-HANNIFIN CORP3.6K shares-0.61%2026-03-312026-04-22

WRB BERKLEY W R CORP47.3K shares0.00%2026-03-312026-04-22

SHEL SHELL PLC33.4K shares6.31%2026-03-312026-04-22

WM WASTE MGMT INC DEL13.4K shares0.09%2026-03-312026-04-22

MS MORGAN STANLEY18.6K shares-2.14%2026-03-312026-04-22

SO SOUTHERN CO31.0K shares5.29%2026-03-312026-04-22

Sponsored

VLO VALERO ENERGY CORP12.1K shares-0.65%2026-03-312026-04-22

VUG VANGUARD INDEX FDS6.7K shares-0.31%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC56.1K shares1.88%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS13.0K shares-8.89%2026-03-312026-04-22

SCHD SCHWAB STRATEGIC TR88.5K shares-3.84%2026-03-312026-04-22

GPC GENUINE PARTS CO25.7K shares-2.71%2026-03-312026-04-22

MUB ISHARES TR25.3K shares-6.84%2026-03-312026-04-22

TJX TJX COS INC NEW16.7K shares-1.73%2026-03-312026-04-22

Sponsored

ALL ALLSTATE CORP12.8K shares-0.39%2026-03-312026-04-22

AMP AMERIPRISE FINL INC5.9K shares9.36%2026-03-312026-04-22

TT TRANE TECHNOLOGIES PLC6.3K shares6.99%2026-03-312026-04-22

CRM SALESFORCE INC13.8K shares-5.46%2026-03-312026-04-22

ED CONSOLIDATED EDISON INC22.4K shares-0.52%2026-03-312026-04-22

DGX QUEST DIAGNOSTICS INC12.9K shares18.48%2026-03-312026-04-22

BND VANGUARD BD INDEX FDS34.1K shares103.45%2026-03-312026-04-22

PANW PALO ALTO NETWORKS INC15.1K shares0.75%2026-03-312026-04-22

Sponsored

LPLA LPL FINL HLDGS INC7.8K shares-0.63%2026-03-312026-04-22

URI UNITED RENTALS INC3.2K shares0.19%2026-03-312026-04-22

KR KROGER CO30.7K shares10.30%2026-03-312026-04-22

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC22.4K shares12.65%2026-03-312026-04-22

IWF ISHARES TR5.2K shares-0.62%2026-03-312026-04-22

MMM 3M CO15.1K shares0.13%2026-03-312026-04-22

GLW CORNING INC15.9K shares0.47%2026-03-312026-04-22

CSX CSX CORP52.6K shares13.13%2026-03-312026-04-22

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC18.0K shares-0.56%2026-03-312026-04-22

ADI ANALOG DEVICES INC6.5K shares3.16%2026-03-312026-04-22

APD AIR PRODUCTS AND CHEMICALS I7.0K shares0.00%2026-03-312026-04-22

BMY BRISTOL-MYERS SQUIBB CO33.1K shares-1.30%2026-03-312026-04-22

KIM KIMCO REALTY CORP87.6K shares20.57%2026-03-312026-04-22

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC42.4K shares4.40%2026-03-312026-04-22

QCOM QUALCOMM INC15.0K shares-2.46%2026-03-312026-04-22

SCHW SCHWAB CHARLES CORP20.3K shares1.34%2026-03-312026-04-22

Sponsored

TOL TOLL BROTHERS INC14.0K shares10.69%2026-03-312026-04-22

PAYX PAYCHEX INC20.6K shares-5.63%2026-03-312026-04-22

TXN TEXAS INSTRS INC9.7K shares8.16%2026-03-312026-04-22

SPDR SERIES TRUST SPDR SERIES TRUST19.7K shares6.09%2026-03-312026-04-22

NIC NICOLET BANKSHARES INC12.6K shares0.00%2026-03-312026-04-22

IJJ ISHARES TR13.9K shares-1.05%2026-03-312026-04-22

DE DEERE & CO3.2K shares-1.40%2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC9.0K shares14.74%2026-03-312026-04-22

Sponsored

DVY ISHARES TR12.0K shares0.00%2026-03-312026-04-22

NSC NORFOLK SOUTHN CORP6.2K shares-2.30%2026-03-312026-04-22

CEG CONSTELLATION ENERGY CORP6.0K shares1.17%2026-03-312026-04-22

AON PLC AON PLC5.2K shares0.00%2026-03-312026-04-22

MCK MCKESSON CORP1.9K shares-0.16%2026-03-312026-04-22

NOC NORTHROP GRUMMAN CORP2.4K shares-0.61%2026-03-312026-04-22

MO ALTRIA GROUP INC25.0K shares-2.12%2026-03-312026-04-22

VTV VANGUARD INDEX FDS8.3K shares-4.55%2026-03-312026-04-22

Sponsored

ALPS ETF TR ALPS ETF TR29.2K shares-0.90%2026-03-312026-04-22

GE AEROSPACE GE AEROSPACE5.6K shares0.68%2026-03-312026-04-22

ADP AUTOMATIC DATA PROCESSING IN7.8K shares6.32%2026-03-312026-04-22

ITW ILLINOIS TOOL WKS INC5.9K shares-3.85%2026-03-312026-04-22

AZO AUTOZONE INC453 shares-0.22%2026-03-312026-04-22

ORLY OREILLY AUTOMOTIVE INC16.3K shares23.77%2026-03-312026-04-22

BIV VANGUARD BD INDEX FDS19.4K shares18.64%2026-03-312026-04-22

ECL ECOLAB INC5.6K shares-0.48%2026-03-312026-04-22

Sponsored

WFC WELLS FARGO & CO18.7K shares2.80%2026-03-312026-04-22

FNWD FINWARD BANCORP40.4K shares0.00%2026-03-312026-04-22

COP CONOCOPHILLIPS10.9K shares0.28%2026-03-312026-04-22

CHD CHURCH & DWIGHT CO INC15.3K shares0.00%2026-03-312026-04-22

PRU PRUDENTIAL FINL INC13.5K shares-4.76%2026-03-312026-04-22

ASTRAZENECA PLC ASTRAZENECA PLC6.6K sharesnew addition2026-03-312026-04-22

LINDE PLC LINDE PLC2.6K shares0.27%2026-03-312026-04-22

CL COLGATE PALMOLIVE CO15.2K shares-0.21%2026-03-312026-04-22

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.7K shares15.81%2026-03-312026-04-22

PFE PFIZER INC45.0K shares-0.80%2026-03-312026-04-22

LHX L3HARRIS TECHNOLOGIES INC3.6K shares216.29%2026-03-312026-04-22

SPYG SPDR SERIES TRUST12.6K shares0.00%2026-03-312026-04-22

KLAC KLA CORP823 shares-0.84%2026-03-312026-04-22

UPS UNITED PARCEL SVCS INC12.0K shares-6.33%2026-03-312026-04-22

HDV ISHARES TR8.4K shares0.00%2026-03-312026-04-22

QSR RESTAURANT BRANDS INTL INC15.5K shares495.04%2026-03-312026-04-22

Sponsored

DIS DISNEY WALT CO11.7K shares33.35%2026-03-312026-04-22

GLDM WORLD GOLD TR12.2K shares-6.58%2026-03-312026-04-22

T AT&T INC38.6K shares0.20%2026-03-312026-04-22

IWM ISHARES TR4.5K shares0.00%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC1.3K shares-7.97%2026-03-312026-04-22

BARRICK MNG CORP BARRICK MNG CORP26.5K shares30.11%2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC3.9K shares-44.98%2026-03-312026-04-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.3K shares-5.24%2026-03-312026-04-22

Sponsored

ISRG INTUITIVE SURGICAL INC2.2K shares-0.53%2026-03-312026-04-22

LAM RESEARCH CORP LAM RESEARCH CORP4.8K shares0.00%2026-03-312026-04-22

HLT HILTON WORLDWIDE HLDGS INC3.4K shares5145.31%2026-03-312026-04-22

GLD SPDR GOLD TR2.3K shares0.00%2026-03-312026-04-22

COF CAPITAL ONE FINL CORP5.5K shares0.79%2026-03-312026-04-22

MSI MOTOROLA SOLUTIONS INC2.3K shares-9.95%2026-03-312026-04-22

SYY SYSCO CORP13.5K shares0.00%2026-03-312026-04-22

GEV GE VERNOVA INC1.1K shares0.00%2026-03-312026-04-22

Sponsored

SHW SHERWIN WILLIAMS CO2.9K shares0.00%2026-03-312026-04-22

D DOMINION ENERGY INC15.0K shares0.00%2026-03-312026-04-22

VB VANGUARD INDEX FDS3.4K shares-0.38%2026-03-312026-04-22

BUD ANHEUSER BUSCH INBEV SA NV12.8K sharesnew addition2026-03-312026-04-22

DHR DANAHER CORP DEL4.5K shares0.33%2026-03-312026-04-22

NUE NUCOR CORP5.0K shares0.00%2026-03-312026-04-22

CBOE CBOE GLOBAL MKTS INC3.0K shares0.00%2026-03-312026-04-22

TMO THERMO FISHER SCIENTIFIC INC1.7K shares0.29%2026-03-312026-04-22

Sponsored

EFA ISHARES TR8.5K shares0.00%2026-03-312026-04-22

NXPI NXP SEMICONDUCTORS N V4.2K shares-10.79%2026-03-312026-04-22

PFF ISHARES TR26.9K shares-0.19%2026-03-312026-04-22

EA ELECTRONIC ARTS INC4.0K shares0.00%2026-03-312026-04-22

LOW LOWES COS INC3.4K shares-6.65%2026-03-312026-04-22

VBR VANGUARD INDEX FDS3.6K shares0.84%2026-03-312026-04-22

VXF VANGUARD INDEX FDS3.8K shares0.00%2026-03-312026-04-22

SPYV SPDR SERIES TRUST13.7K shares0.00%2026-03-312026-04-22

Sponsored

J JACOBS SOLUTIONS INC6.0K shares-51.64%2026-03-312026-04-22

CARR CARRIER GLOBAL CORPORATION13.5K shares-0.55%2026-03-312026-04-22

NVG NUVEEN AMT FREE MUN CR INC F61.0K shares0.00%2026-03-312026-04-22

EXC EXELON CORP15.1K shares0.00%2026-03-312026-04-22

IWR ISHARES TR7.5K shares0.00%2026-03-312026-04-22

YUM YUM BRANDS INC4.7K shares0.00%2026-03-312026-04-22

VCSH VANGUARD SCOTTSDALE FDS9.1K shares-2.68%2026-03-312026-04-22

PKG PACKAGING CORP AMER3.3K shares-1.97%2026-03-312026-04-22

Sponsored

VNQ VANGUARD INDEX FDS8.0K shares-1.34%2026-03-312026-04-22

VYM VANGUARD WHITEHALL FDS4.7K shares-14.64%2026-03-312026-04-22

DKS DICKS SPORTING GOODS INC3.4K shares-58.72%2026-03-312026-04-22

VXUS VANGUARD STAR FDS8.7K shares166.28%2026-03-312026-04-22

ROP ROPER TECHNOLOGIES INC1.9K shares-30.44%2026-03-312026-04-22

FIS FIDELITY NATL INFORMATION SV14.2K shares-46.89%2026-03-312026-04-22

KMB KIMBERLY-CLARK CORP6.8K shares-10.81%2026-03-312026-04-22

XLV SELECT SECTOR SPDR TR4.4K shares-1.67%2026-03-312026-04-22

Sponsored

MAR MARRIOTT INTL INC NEW2.0K shares-17.21%2026-03-312026-04-22

INTC INTEL CORP14.3K shares0.77%2026-03-312026-04-22

XLF SELECT SECTOR SPDR TR12.8K shares-1.70%2026-03-312026-04-22

PNC PNC FINL SVCS GROUP INC3.0K shares9.69%2026-03-312026-04-22

BSX BOSTON SCIENTIFIC CORP9.9K shares45.34%2026-03-312026-04-22

VTEB VANGUARD MUN BD FDS12.5K shares1.60%2026-03-312026-04-22

SPGI S&P GLOBAL INC1.5K shares4.24%2026-03-312026-04-22

VWO VANGUARD INTL EQUITY INDEX F11.4K shares5.09%2026-03-312026-04-22

Sponsored

MMC MARSH & MCLENNAN COS INC3.5K shares0.00%2026-03-312026-04-22

ITA ISHARES TR2.8K shares0.00%2026-03-312026-04-22

APH AMPHENOL CORP4.7K shares0.00%2026-03-312026-04-22

MEDTRONIC PLC MEDTRONIC PLC6.8K shares1.42%2026-03-312026-04-22

ADBE ADOBE INC2.4K shares-21.57%2026-03-312026-04-22

XLC SELECT SECTOR SPDR TR5.3K shares-2.33%2026-03-312026-04-22

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.5K shares-2.69%2026-03-312026-04-22

TLT ISHARES TR6.7K shares0.86%2026-03-312026-04-22

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN3.7K shares-0.35%2026-03-312026-04-22

FAST FASTENAL CO12.4K shares-1.28%2026-03-312026-04-22

AMT AMERICAN TOWER CORP3.3K shares-2.50%2026-03-312026-04-22

HCA HCA HEALTHCARE INC1.2K shares-4.54%2026-03-312026-04-22

IWN ISHARES TR3.0K shares-9.62%2026-03-312026-04-22

MDLZ MONDELEZ INTL INC9.7K shares0.00%2026-03-312026-04-22

BDX BECTON DICKINSON & CO3.4K shares-9.11%2026-03-312026-04-22

PEG PUBLIC SVC ENTERPRISE GROUP6.7K shares0.02%2026-03-312026-04-22

Sponsored

XLE SELECT SECTOR SPDR TR8.8K shares0.00%2026-03-312026-04-22

ASML ASML HLDG NV405 shares-22.71%2026-03-312026-04-22

VTIP VANGUARD MALVERN FDS10.6K shares-4.50%2026-03-312026-04-22

VGT VANGUARD WORLD FD750 shares0.00%2026-03-312026-04-22

TIP ISHARES TR4.7K shares-14.40%2026-03-312026-04-22

AEP AMERICAN ELEC PWR CO INC4.0K shares0.05%2026-03-312026-04-22

BAB INVESCO EXCH TRADED FD TR II18.7K sharesnew addition2026-03-312026-04-22

MCHP MICROCHIP TECHNOLOGY INC.7.6K shares0.00%2026-03-312026-04-22

Sponsored

QNITY ELECTRONICS INC QNITY ELECTRONICS INC4.3K shares-34.89%2026-03-312026-04-22

MPC MARATHON PETE CORP2.0K shares-0.49%2026-03-312026-04-22

TSLA TESLA INC1.3K shares40.38%2026-03-312026-04-22

VBK VANGUARD INDEX FDS1.6K shares0.44%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC1.3K shares0.75%2026-03-312026-04-22

BNDX VANGUARD CHARLOTTE FDS9.9K shares6515.33%2026-03-312026-04-22

THE CIGNA GROUP THE CIGNA GROUP1.7K shares0.00%2026-03-312026-04-22

HYD VANECK ETF TRUST8.9K shares0.00%2026-03-312026-04-22

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES I6.2K shares-8.00%2026-03-312026-04-22

XLB SELECT SECTOR SPDR TR8.8K shares-6.48%2026-03-312026-04-22

AFL AFLAC INC4.0K shares-1.86%2026-03-312026-04-22

SPSM SPDR SERIES TRUST8.9K shares0.00%2026-03-312026-04-22

IHI ISHARES TR7.9K shares-2.00%2026-03-312026-04-22

IWP ISHARES TR3.2K shares0.00%2026-03-312026-04-22

TRGP TARGA RES CORP1.7K shares-40.34%2026-03-312026-04-22

TBLL INVESCO EXCH TRADED FD TR II3.9K sharesnew addition2026-03-312026-04-22

Sponsored

LQD ISHARES TR3.6K shares0.00%2026-03-312026-04-22

CIBR FIRST TR EXCHANGE-TRADED FD6.2K shares-5.25%2026-03-312026-04-22

BP BP PLC8.3K shares0.00%2026-03-312026-04-22

DLR DIGITAL RLTY TR INC2.1K shares-0.51%2026-03-312026-04-22

RQI COHEN & STEERS QUALITY INCOM31.8K shares0.00%2026-03-312026-04-22

VGIT VANGUARD SCOTTSDALE FDS6.4K shares0.00%2026-03-312026-04-22

EMN EASTMAN CHEM CO5.0K shares0.00%2026-03-312026-04-22

INTU INTUIT880 shares0.00%2026-03-312026-04-22

Sponsored

OXY OCCIDENTAL PETE CORP5.7K shares1.78%2026-03-312026-04-22

EOG EOG RES INC2.6K shares0.00%2026-03-312026-04-22

OKE ONEOK INC NEW4.1K shares0.00%2026-03-312026-04-22

VEU VANGUARD INTL EQUITY INDEX F4.8K shares-1.64%2026-03-312026-04-22

IVW ISHARES TR3.2K shares0.00%2026-03-312026-04-22

DFUS DIMENSIONAL ETF TRUST5.1K shares0.00%2026-03-312026-04-22

NVS NOVARTIS AG2.3K shares0.00%2026-03-312026-04-22

VHT VANGUARD WORLD FD1.3K shares0.00%2026-03-312026-04-22

Sponsored

ENB ENBRIDGE INC6.5K shares0.00%2026-03-312026-04-22

ZTS ZOETIS INC2.9K shares-31.15%2026-03-312026-04-22

VOT VANGUARD INDEX FDS1.3K shares5.23%2026-03-312026-04-22

DFUV DIMENSIONAL ETF TRUST7.1K shares0.00%2026-03-312026-04-22

FTNT FORTINET INC4.2K shares0.85%2026-03-312026-04-22

TRV TRAVELERS COMPANIES INC1.2K shares1.31%2026-03-312026-04-22

TFC TRUIST FINL CORP7.3K shares6.69%2026-03-312026-04-22

HSY HERSHEY CO1.6K shares0.00%2026-03-312026-04-22

Sponsored

AJG GALLAGHER ARTHUR J & CO1.5K shares-38.08%2026-03-312026-04-22

ROK ROCKWELL AUTOMATION INC917 shares0.00%2026-03-312026-04-22

EQT CORP EQT CORP5.0K shares0.00%2026-03-312026-04-22

UNILEVER PLC UNILEVER PLC5.6K shares-1.00%2026-03-312026-04-22

PFM INVESCO EXCHANGE TRADED FD T6.1K shares0.00%2026-03-312026-04-22

MKC MCCORMICK & CO INC6.2K shares0.00%2026-03-312026-04-22

CTVA CORTEVA INC3.7K shares0.00%2026-03-312026-04-22

GM GENERAL MTRS CO4.1K shares0.00%2026-03-312026-04-22

Sponsored

CITIGROUP INC CITIGROUP INC2.7K shares4.36%2026-03-312026-04-22

HYG ISHARES TR3.8K shares0.00%2026-03-312026-04-22

SCHM SCHWAB STRATEGIC TR9.6K shares0.00%2026-03-312026-04-22

CTAS CINTAS CORP1.7K shares0.00%2026-03-312026-04-22

SDY SPDR SERIES TRUST2.0K shares-1.05%2026-03-312026-04-22

JCI JOHNSON CONTROLS INTERNATION2.2K shares0.00%2026-03-312026-04-22

EPD ENTERPRISE PRODS PARTNERS L7.5K shares10.54%2026-03-312026-04-22

EXPD EXPEDITORS INTL WASH INC1.9K shares0.00%2026-03-312026-04-22

Sponsored

COOPER COS INC COOPER COS INC3.9K shares0.00%2026-03-312026-04-22

AXON AXON ENTERPRISE INC645 shares-31.09%2026-03-312026-04-22

NKE NIKE INC5.2K shares-40.70%2026-03-312026-04-22

DXCM DEXCOM INC4.3K sharesnew addition2026-03-312026-04-22

VOE VANGUARD INDEX FDS1.5K shares-2.45%2026-03-312026-04-22

DFIV DIMENSIONAL ETF TRUST5.1K shares0.00%2026-03-312026-04-22

SPBO SPDR SERIES TRUST9.3K shares0.00%2026-03-312026-04-22

UBER UBER TECHNOLOGIES INC3.7K shares7.89%2026-03-312026-04-22

Sponsored

SNPS SYNOPSYS INC669 shares0.00%2026-03-312026-04-22

MCO MOODYS CORP600 shares0.00%2026-03-312026-04-22

XLU SELECT SECTOR SPDR TR5.7K shares0.00%2026-03-312026-04-22

XLI SELECT SECTOR SPDR TR1.6K shares0.00%2026-03-312026-04-22

SBUX STARBUCKS CORP2.8K shares0.00%2026-03-312026-04-22

NRG NRG ENERGY INC1.7K shares0.00%2026-03-312026-04-22

DNP DNP SELECT INCOME FD INC24.4K shares0.00%2026-03-312026-04-22

SNOW SNOWFLAKE INC1.7K sharesnew addition2026-03-312026-04-22

Sponsored

FITB FIFTH THIRD BANCORP5.4K shares0.00%2026-03-312026-04-22

AVB AVALONBAY CMNTYS INC1.5K shares-27.53%2026-03-312026-04-22

FI FISERV INC4.4K shares0.00%2026-03-312026-04-22

NYT NEW YORK TIMES CO MTN BE3.0K sharesnew addition2026-03-312026-04-22

PHYS SPROTT ASSET MANAGEMENT LP7.0K shares0.00%2026-03-312026-04-22

DTE DTE ENERGY CO1.7K shares0.00%2026-03-312026-04-22

XLRE SELECT SECTOR SPDR TR5.9K shares0.00%2026-03-312026-04-22

COKE COCA COLA CONS INC1.3K shares0.00%2026-03-312026-04-22

Sponsored

GRMN GARMIN LTD1.0K shares4.39%2026-03-312026-04-22

DASH DOORDASH INC1.6K shares13.51%2026-03-312026-04-22

ONB OLD NATL BANCORP IND10.7K shares0.00%2026-03-312026-04-22

RY ROYAL BK CDA1.5K shares1.53%2026-03-312026-04-22

HYMB SPDR SERIES TRUST9.4K shares0.00%2026-03-312026-04-22

IBB ISHARES TR1.4K shares0.00%2026-03-312026-04-22

SAM BOSTON BEER INC1.0K shares0.00%2026-03-312026-04-22

GWW WW GRAINGER INC211 shares0.00%2026-03-312026-04-22

Sponsored

SPHD INVESCO EXCH TRADED FD TR II4.6K shares0.00%2026-03-312026-04-22

DFAT DIMENSIONAL ETF TRUST3.6K shares0.00%2026-03-312026-04-22

DFAS DIMENSIONAL ETF TRUST3.1K shares0.00%2026-03-312026-04-22

SLV ISHARES SILVER TR3.2K shares4.19%2026-03-312026-04-22

AVY AVERY DENNISON CORP1.3K shares0.00%2026-03-312026-04-22

MQY BLACKROCK MUNIYILD QULT FD I19.5K shares0.00%2026-03-312026-04-22

ETR ENTERGY CORP NEW1.9K shares0.00%2026-03-312026-04-22

OTIS OTIS WORLDWIDE CORP2.8K shares-2.08%2026-03-312026-04-22

Sponsored

BMO BANK MONTREAL MEDIUM1.5K shares0.00%2026-03-312026-04-22

SPIB SPDR SERIES TRUST5.9K sharesnew addition2026-03-312026-04-22

IP INTERNATIONAL PAPER CO5.5K shares0.00%2026-03-312026-04-22

DES WISDOMTREE TR5.5K shares0.00%2026-03-312026-04-22

SRE SEMPRA2.0K shares0.00%2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR2.1K shares-2.29%2026-03-312026-04-22

NOW SERVICENOW INC1.8K shares-40.48%2026-03-312026-04-22

XLY SELECT SECTOR SPDR TR1.7K shares-5.22%2026-03-312026-04-22

Sponsored

BA BOEING CO933 shares-2.61%2026-03-312026-04-22

RCL ROYAL CARIBBEAN GROUP669 shares-2.48%2026-03-312026-04-22

MET METLIFE INC2.6K shares-7.14%2026-03-312026-04-22

RJF RAYMOND JAMES FINL INC1.2K shares0.00%2026-03-312026-04-22

QDF FLEXSHARES TR2.3K shares0.00%2026-03-312026-04-22

TDTT FLEXSHARES TR7.4K shares25.09%2026-03-312026-04-22

TROW PRICE T ROWE GROUP INC2.0K shares-17.97%2026-03-312026-04-22

SHOP SHOPIFY INC1.5K sharesnew addition2026-03-312026-04-22

Sponsored

VPU VANGUARD WORLD FD892 shares0.00%2026-03-312026-04-22

ROAD CONSTRUCTION PARTNERS INC1.6K shares0.00%2026-03-312026-04-22

HBAN HUNTINGTON BANCSHARES INC11.2K shares163.44%2026-03-312026-04-22

VTR VENTAS INC2.1K shares0.00%2026-03-312026-04-22

TOTALENERGIES SE TOTALENERGIES SE1.9K shares0.00%2026-03-312026-04-22

TGT TARGET CORP1.4K shares0.00%2026-03-312026-04-22

ADSK AUTODESK INC704 shares-16.98%2026-03-312026-04-22

IYH ISHARES TR2.7K shares0.00%2026-03-312026-04-22

Sponsored

WY WEYERHAEUSER CO6.8K shares-11.26%2026-03-312026-04-22

LEN LENNAR CORP1.9K shares0.00%2026-03-312026-04-22

MBB ISHARES TR1.7K shares0.00%2026-03-312026-04-22

VGSH VANGUARD SCOTTSDALE FDS2.7K shares0.00%2026-03-312026-04-22

RFG INVESCO EXCHANGE TRADED FD T2.9K shares0.00%2026-03-312026-04-22

HIG HARTFORD INSURANCE GROUP INC1.1K shares0.00%2026-03-312026-04-22

QUAL ISHARES TR805 shares0.00%2026-03-312026-04-22

SDVY FIRST TR EXCHANGE TRADED FD3.9K shares0.00%2026-03-312026-04-22

Sponsored

GILD GILEAD SCIENCES INC1.1K shares0.00%2026-03-312026-04-22

CMCSA COMCAST CORP NEW5.3K shares0.00%2026-03-312026-04-22

IVE ISHARES TR700 shares-5.79%2026-03-312026-04-22

CCJ CAMECO CORP1.3K shares0.00%2026-03-312026-04-22

DSI ISHARES TR1.2K shares0.00%2026-03-312026-04-22

BF.B BROWN FORMAN CORP5.5K shares0.00%2026-03-312026-04-22

FDX FEDEX CORP400 shares0.00%2026-03-312026-04-22

XLP SELECT SECTOR SPDR TR1.7K shares7.70%2026-03-312026-04-22

Sponsored

TRU TRANSUNION2.0K shares0.00%2026-03-312026-04-22

HOMB HOME BANCSHARES INC5.1K shares0.00%2026-03-312026-04-22

PLD PROLOGIS INC.1.0K shares3.06%2026-03-312026-04-22

BK BANK NEW YORK MELLON CORP1.1K shares3.28%2026-03-312026-04-22

GNR SPDR INDEX SHS FDS1.8K shares0.00%2026-03-312026-04-22

IYW ISHARES TR733 shares0.00%2026-03-312026-04-22

BALL BALL CORP2.2K shares0.00%2026-03-312026-04-22

IDEV ISHARES TR1.5K shares0.00%2026-03-312026-04-22

Sponsored

NEM NEWMONT CORP1.2K shares0.00%2026-03-312026-04-22

IEMG ISHARES INC1.9K shares11.78%2026-03-312026-04-22

HP INC HP INC6.7K shares-4.12%2026-03-312026-04-22

BLV VANGUARD BD INDEX FDS1.9K sharesnew addition2026-03-312026-04-22

SNY SANOFI SA2.6K shares-5.05%2026-03-312026-04-22

DOW DOW HLDGS INC3.0K shares-12.07%2026-03-312026-04-22

CMF ISHARES TR2.1K sharesnew addition2026-03-312026-04-22

VV VANGUARD INDEX FDS406 shares-7.94%2026-03-312026-04-22

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD1.3K shares0.00%2026-03-312026-04-22

CDW CDW CORP990 shares0.00%2026-03-312026-04-22

SON SONOCO PRODS CO2.2K shares0.00%2026-03-312026-04-22

GIS GENERAL MILLS INC3.2K shares-1.54%2026-03-312026-04-22

GDX VANECK ETF TRUST1.3K shares0.00%2026-03-312026-04-22

CMG CHIPOTLE MEXICAN GRILL INC3.7K shares-87.76%2026-03-312026-04-22

MU MICRON TECHNOLOGY INC350 shares0.00%2026-03-312026-04-22

ODFL OLD DOMINION FREIGHT LINE IN600 shares-16.67%2026-03-312026-04-22

Sponsored

VCR VANGUARD WORLD FD320 shares0.00%2026-03-312026-04-22

CSL CARLISLE COS INC337 shares0.00%2026-03-312026-04-22

HAL HALLIBURTON CO2.9K shares0.00%2026-03-312026-04-22

LNT ALLIANT ENERGY CORP1.6K shares0.00%2026-03-312026-04-22

CRWD CROWDSTRIKE HLDGS INC285 shares-6.56%2026-03-312026-04-22

EEM ISHARES TR1.9K shares0.00%2026-03-312026-04-22

HUM HUMANA INC621 shares0.00%2026-03-312026-04-22

SCHA SCHWAB STRATEGIC TR3.7K shares0.00%2026-03-312026-04-22

Sponsored

SUSA ISHARES TR800 shares0.00%2026-03-312026-04-22

STM STMICROELECTRONICS N V3.0K shares0.00%2026-03-312026-04-22

O REALTY INCOME CORP1.7K shares0.00%2026-03-312026-04-22

SHY ISHARES TR1.2K shares0.00%2026-03-312026-04-22

USMV ISHARES TR1.1K shares-31.35%2026-03-312026-04-22

MNST MONSTER BEVERAGE CORP NEW1.4K shares0.00%2026-03-312026-04-22

GOVT ISHARES TR4.2K shares0.00%2026-03-312026-04-22

IBIT ISHARES BITCOIN TRUST ETF2.5K shares0.00%2026-03-312026-04-22

Sponsored

FLRN SPDR SERIES TRUST3.1K shares0.00%2026-03-312026-04-22

MHD BLACKROCK MUNIHOLDINGS FD IN8.2K sharesnew addition2026-03-312026-04-22

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC1.2K shares-61.68%2026-03-312026-04-22

FCN FTI CONSULTING INC522 shares0.00%2026-03-312026-04-22

CAH CARDINAL HEALTH INC436 shares0.00%2026-03-312026-04-22

USB US BANCORP1.8K shares-35.28%2026-03-312026-04-22

PPL PPL CORP2.4K shares0.00%2026-03-312026-04-22

WOR WORTHINGTON ENTERPRISES INC1.8K shares0.00%2026-03-312026-04-22

Sponsored

ESGV VANGUARD WORLD FD805 shares0.00%2026-03-312026-04-22

AOK ISHARES TR2.3K shares0.00%2026-03-312026-04-22

PEY INVESCO EXCHANGE TRADED FD T4.1K shares0.00%2026-03-312026-04-22

ITT INC ITT INC460 shares0.00%2026-03-312026-04-22

ULTA ULTA BEAUTY INC166 shares0.00%2026-03-312026-04-22

CF CF INDUSTRIES HOLD666 shares0.00%2026-03-312026-04-22

DY DYCOM INDS INC250 shares0.00%2026-03-312026-04-22

INGR INGREDION INC751 shares0.00%2026-03-312026-04-22

Sponsored

CMS CMS ENERGY CORP1.1K shares0.00%2026-03-312026-04-22

XBI SPDR SERIES TRUST660 shares0.00%2026-03-312026-04-22

IVZ INVESCO LTD3.5K shares0.00%2026-03-312026-04-22

HCI HCI GROUP INC544 shares0.00%2026-03-312026-04-22

ASTS AST SPACEMOBILE INC1.0K sharesnew addition2026-03-312026-04-22

ELV ELEVANCE HEALTH INC FORMERLY280 shares0.00%2026-03-312026-04-22

WMB WILLIAMS COS INC1.1K shares0.00%2026-03-312026-04-22

WAT WATERS CORP265 sharesnew addition2026-03-312026-04-22

Sponsored

OGE OGE ENERGY CORP1.6K shares0.00%2026-03-312026-04-22

LNG CHENIERE ENERGY INC274 shares6.61%2026-03-312026-04-22

AIRR FIRST TR EXCHANGE TRADED FD700 shares0.00%2026-03-312026-04-22

FDS FACTSET RESH SYS INC357 shares0.00%2026-03-312026-04-22

KMI KINDER MORGAN INC DEL2.3K shares4.94%2026-03-312026-04-22

IWD ISHARES TR358 shares0.00%2026-03-312026-04-22

USHY ISHARES TR2.1K shares0.00%2026-03-312026-04-22

AEM AGNICO EAGLE MINES LTD370 shares0.00%2026-03-312026-04-22

Sponsored

IRM IRON MTN INC DEL725 shares0.00%2026-03-312026-04-22

NEA NUVEEN AMT FREE QLTY MUN INC6.5K shares0.00%2026-03-312026-04-22

BRO BROWN & BROWN INC1.1K shares0.00%2026-03-312026-04-22

SCHF SCHWAB STRATEGIC TR2.9K shares0.00%2026-03-312026-04-22

NFRA FLEXSHARES TR1.1K shares0.00%2026-03-312026-04-22

FTEC FIDELITY COVINGTON TRUST346 shares0.00%2026-03-312026-04-22

KTOS KRATOS DEFENSE & SEC SOLUTIO1.0K sharesnew addition2026-03-312026-04-22

ACLC AMERICAN CENTY ETF TR974 shares0.00%2026-03-312026-04-22

Sponsored

ARW ARROW ELECTRS INC500 shares0.00%2026-03-312026-04-22

WELL WELLTOWER INC361 shares0.00%2026-03-312026-04-22

BEN FRANKLIN RESOURCES INC3.0K shares0.00%2026-03-312026-04-22

AWK AMERICAN WTR WKS CO INC NEW518 shares0.00%2026-03-312026-04-22

PSA PUBLIC STORAGE OPER CO260 shares0.00%2026-03-312026-04-22

BIIB BIOGEN INC383 shares0.00%2026-03-312026-04-22

JPSE J P MORGAN EXCHANGE TRADED F1.3K shares0.00%2026-03-312026-04-22

SCHV SCHWAB STRATEGIC TR2.2K shares0.00%2026-03-312026-04-22

Sponsored

CNI CANADIAN NATL RY CO650 shares0.00%2026-03-312026-04-22

CLX CLOROX CO DEL635 shares0.00%2026-03-312026-04-22

KRYS KRYSTAL BIOTECH INC250 shares0.00%2026-03-312026-04-22

GBIL GOLDMAN SACHS ETF TR641 shares0.00%2026-03-312026-04-22

FVD FIRST TR EXCHANGE-TRADED FD1.4K shares-3.00%2026-03-312026-04-22

CB CHUBB LTD SWITZ194 shares0.00%2026-03-312026-04-22

LYB LYONDELLBASELL INDUSTRIES NV775 shares3.33%2026-03-312026-04-22

MLM MARTIN MARIETTA MATLS INC105 shares0.00%2026-03-312026-04-22

Sponsored

FCX FREEPORT MCMORAN INC1.0K shares0.00%2026-03-312026-04-22

DEO DIAGEO PLC808 shares0.00%2026-03-312026-04-22

ESG FLEXSHARES TR395 shares0.00%2026-03-312026-04-22

IWB ISHARES TR168 shares0.00%2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INC400 shares-23.08%2026-03-312026-04-22

EXG EATON VANCE TAX-MANAGED GLOB6.7K shares0.00%2026-03-312026-04-22

NDAQ NASDAQ INC687 shares0.00%2026-03-312026-04-22

DDWM WISDOMTREE TR1.3K shares0.00%2026-03-312026-04-22

Sponsored

SOUTHSTATE BK CORP SOUTHSTATE BK CORP621 shares0.00%2026-03-312026-04-22

DBEF DBX ETF TR1.2K shares-7.76%2026-03-312026-04-22

RS RELIANCE INC186 shares0.00%2026-03-312026-04-22

WPM WHEATON PRECIOUS METALS CORP430 shares0.00%2026-03-312026-04-22

DELL DELL TECHNOLOGIES INC340 shares0.00%2026-03-312026-04-22

SEACOAST BKG CORP FLA SEACOAST BKG CORP FLA1.8K shares0.00%2026-03-312026-04-22

ASH ASHLAND INC993 shares3.87%2026-03-312026-04-22

CTSH COGNIZANT TECHNOLOGY SOLUTIO900 shares0.00%2026-03-312026-04-22

Sponsored

ATO ATMOS ENERGY CORP295 shares0.00%2026-03-312026-04-22

MTZ MASTEC INC168 shares0.00%2026-03-312026-04-22

BCV BANCROFT FD LTD2.5K shares0.00%2026-03-312026-04-22

NTRS NORTHERN TR CORP381 shares0.00%2026-03-312026-04-22

WFC-PL WELLS FARGO & CO45 shares0.00%2026-03-312026-04-22

IRT INDEPENDENCE RLTY TR INC3.5K shares0.00%2026-03-312026-04-22

NHI NATIONAL HEALTH INVS INC633 shares-63.47%2026-03-312026-04-22

RGLD ROYAL GOLD INC200 shares0.00%2026-03-312026-04-22

Sponsored

TD TORONTO DOMINION BK ONT545 shares-2.68%2026-03-312026-04-22

SJM SMUCKER J M CO525 shares0.00%2026-03-312026-04-22

FRME FIRST MERCHANTS CORP1.3K shares0.00%2026-03-312026-04-22

OMC OMNICOM GROUP INC662 shares29.04%2026-03-312026-04-22

PAA PLAINS ALL AMERN PIPELINE L2.2K shares0.00%2026-03-312026-04-22

OSK OSHKOSH CORP334 shares0.00%2026-03-312026-04-22

CENCORA INC CENCORA INC154 shares0.00%2026-03-312026-04-22

XYZ BLOCK INC800 shares0.00%2026-03-312026-04-22

Sponsored

BHP BHP BILLITON LIMITED660 shares0.00%2026-03-312026-04-22

TSCO TRACTOR SUPPLY CO1.1K shares5.00%2026-03-312026-04-22

VCIT VANGUARD SCOTTSDALE FDS572 shares88.78%2026-03-312026-04-22

ADM ARCHER DANIELS MIDLAND CO647 shares0.00%2026-03-312026-04-22

AAPL

APPLE INC

0.86%

Shares251.2K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

0.05%

Shares323.9K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

1.66%

Shares62.6K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-1.05%

Shares122.0K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

2.39%

Shares76.7K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

1.65%

Shares135.1K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

-1.61%

Shares36.7K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY & CO

2.05%

Shares21.7K

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

4.17%

Shares30.3K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

0.91%

Shares66.6K

Event2026-03-31

Filed2026-04-22

NEE

NEXTERA ENERGY INC

-0.96%

Shares175.4K

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHOLESALE CORPORATION

2.45%

Shares15.9K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

-0.66%

Shares47.4K

Event2026-03-31

Filed2026-04-22

INVESCO EXCHANGE TRADED FD T

5.16%

Shares78.4K

Event2026-03-31

Filed2026-04-22

IGSB

ISHARES TR

7.09%

Shares284.6K

Event2026-03-31

Filed2026-04-22

AGG

ISHARES TR

7.51%

Shares145.7K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

4.48%

Shares44.4K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

0.08%

Shares58.1K

Event2026-03-31

Filed2026-04-22

MDY

STATE STR SPDR S&P MIDCAP 40

3.73%

Shares21.6K

Event2026-03-31

Filed2026-04-22

IGIB

ISHARES TR

3.22%

Shares245.8K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

-0.78%

Shares104.7K

Event2026-03-31

Filed2026-04-22

CAT

CATERPILLAR INC

-1.91%

Shares18.4K

Event2026-03-31

Filed2026-04-22

IJR

ISHARES TR

3.88%

Shares97.7K

Event2026-03-31

Filed2026-04-22

MASTERCARD INCORPORATED

1.36%

Shares23.8K

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

7.34%

Shares171.9K

Event2026-03-31

Filed2026-04-22

BLACKROCK INC

-0.38%

Shares11.9K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

-0.71%

Shares55.2K

Event2026-03-31

Filed2026-04-22

AMGN

AMGEN INC

0.74%

Shares31.6K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

-0.82%

Shares19.1K

Event2026-03-31

Filed2026-04-22

MCD

MCDONALDS CORP

1.48%

Shares34.1K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

3.24%

Shares59.5K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

0.84%

Shares20.9K

Event2026-03-31

Filed2026-04-22

VISA INC

-0.50%

Shares31.6K

Event2026-03-31

Filed2026-04-22

SJNK

SPDR SERIES TRUST

5.89%

Shares374.4K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

0.77%

Shares32.2K

Event2026-03-31

Filed2026-04-22

IEFA

ISHARES TR

16.25%

Shares98.0K

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

-9.62%

Shares61.2K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

-0.28%

Shares27.7K

Event2026-03-31

Filed2026-04-22

VEA

VANGUARD TAX-MANAGED FDS

7.91%

Shares117.5K

Event2026-03-31

Filed2026-04-22

PWR

QUANTA SVCS INC

5.58%

Shares13.7K

Event2026-03-31

Filed2026-04-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.10%

Shares21.5K

Event2026-03-31

Filed2026-04-22

ARISTA NETWORKS INC

6.94%

Shares52.1K

Event2026-03-31

Filed2026-04-22

NFLX

NETFLIX INC.

2.53%

Shares61.1K

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

1.88%

Shares75.6K

Event2026-03-31

Filed2026-04-22

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares8

Event2026-03-31

Filed2026-04-22

BLACKSTONE INC

2.20%

Shares49.9K

Event2026-03-31

Filed2026-04-22