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The Analysis of CBIZ Investment Advisory Services, LLC's Holdings & P&L

Currently, CBIZ Investment Advisory Services, LLC holds 415 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in VTV (+592.2K shares, valued at $116.2M), VB (+343.7K shares, valued at $90.0M), BND (+572.9K shares, valued at $42.2M); decreased their positions in VO (-332.7K shares, valued at $95.5M), TDG (-29.0K shares, valued at $33.7M), VEU (-33.4K shares, valued at $2.5M); initiated new positions in ESML (+99.9K shares, valued at $4.7M), BSCT (+4.3K shares, valued at $80.0K), SLF (+87 shares, valued at $5.4K).

1M P&L

+58.9M+2.43%

3M P&L

-2.4B-49.65%

HY P&L

-2.3B-48.39%

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/A2.3B

97.2%

2Aerospace & Defense39.1M

1.7%

3Consumer Electronics4.9M

0.2%

Top Industries by Stock Count

1N/A119 stocks

16.6%

2Software - Application33 stocks

4.6%

3Utilities - Regulated Electric22 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BND VANGUARD BD INDEX FDS8.6M shares7.16%2026-03-312026-05-12

VTV VANGUARD INDEX FDS2.7M shares28.07%2026-03-312026-05-12

VEU VANGUARD INTL EQUITY INDEX F5.4M shares-0.62%2026-03-312026-05-12

VUG VANGUARD INDEX FDS904.1K shares9.23%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR420.6K shares-0.16%2026-03-312026-05-12

VB VANGUARD INDEX FDS476.2K shares259.48%2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F2.0M shares-0.16%2026-03-312026-05-12

VO VANGUARD INDEX FDS297.3K shares-52.80%2026-03-312026-05-12

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T257.0K shares0.00%2026-03-312026-05-12

IVV ISHARES TR58.4K shares-2.21%2026-03-312026-05-12

HYG ISHARES TR441.1K shares7.66%2026-03-312026-05-12

VCIT VANGUARD SCOTTSDALE FDS400.6K shares8.03%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS169.2K shares-2.94%2026-03-312026-05-12

VTI VANGUARD INDEX FDS22.4K shares-0.93%2026-03-312026-05-12

VONE VANGUARD SCOTTSDALE FDS17.7K shares-6.84%2026-03-312026-05-12

ESML ISHARES TR99.9K sharesnew addition2026-03-312026-05-12

Sponsored

EMXC ISHARES INC46.2K shares-8.08%2026-03-312026-05-12

AAPL APPLE INC14.2K shares-21.27%2026-03-312026-05-12

VOE VANGUARD INDEX FDS16.0K shares0.00%2026-03-312026-05-12

VXUS VANGUARD STAR FDS27.3K shares1470.27%2026-03-312026-05-12

IWF ISHARES TR3.4K shares0.00%2026-03-312026-05-12

IJH ISHARES TR21.0K shares-38.15%2026-03-312026-05-12

BSV VANGUARD BD INDEX FDS14.3K shares293.05%2026-03-312026-05-12

VONV VANGUARD SCOTTSDALE FDS11.7K shares-0.69%2026-03-312026-05-12

Sponsored

NVDA NVIDIA CORPORATION4.6K shares-51.22%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO2.5K shares-25.73%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T1.1K shares0.19%2026-03-312026-05-12

MSFT MICROSOFT CORP1.8K shares-46.18%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares-40.17%2026-03-312026-05-12

DVY ISHARES TR3.2K shares-51.54%2026-03-312026-05-12

BROADCOM INC BROADCOM INC1.6K shares-38.95%2026-03-312026-05-12

IJR ISHARES TR3.9K shares-17.50%2026-03-312026-05-12

Sponsored

SPYX SPDR SERIES TRUST8.5K shares0.00%2026-03-312026-05-12

WMT WALMART INC3.5K shares-25.67%2026-03-312026-05-12

SDY SPDR SERIES TRUST2.6K shares0.00%2026-03-312026-05-12

LLY ELI LILLY & CO406 shares-30.12%2026-03-312026-05-12

PKBK PARKE BANCORP INC12.6K shares0.00%2026-03-312026-05-12

ALPHABET INC ALPHABET INC1.2K shares0.00%2026-03-312026-05-12

EFA ISHARES TR3.0K shares-46.08%2026-03-312026-05-12

CM CANADIAN IMPERIAL BANK OF CO3.1K shares0.00%2026-03-312026-05-12

Sponsored

CAT CATERPILLAR INC405 shares-20.12%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR2.1K shares-29.53%2026-03-312026-05-12

ALPHABET INC ALPHABET INC945 shares-77.78%2026-03-312026-05-12

IEFA ISHARES TR2.8K shares-55.69%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS405 shares-25.82%2026-03-312026-05-12

VNQ VANGUARD INDEX FDS2.4K shares0.08%2026-03-312026-05-12

BAC BANK AMERICA CORP4.0K shares-34.43%2026-03-312026-05-12

VGT VANGUARD WORLD FD245 shares0.00%2026-03-312026-05-12

Sponsored

AMZN AMAZON COM INC799 shares-81.34%2026-03-312026-05-12

IUSV ISHARES TR1.3K shares0.00%2026-03-312026-05-12

ABRDN FDS ABRDN FDS5.2K shares0.47%2026-03-312026-05-12

CBZ CBIZ INC4.7K shares0.00%2026-03-312026-05-12

VDE VANGUARD WORLD FD688 shares-1.43%2026-03-312026-05-12

CEG CONSTELLATION ENERGY CORP422 shares761.22%2026-03-312026-05-12

ISHARES GOLD TR ISHARES GOLD TR1.3K shares0.00%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC2.2K shares-2.54%2026-03-312026-05-12

Sponsored

ABBV ABBVIE INC502 shares-55.61%2026-03-312026-05-12

GLD SPDR GOLD TR250 shares0.00%2026-03-312026-05-12

ORCL ORACLE CORP711 shares-39.59%2026-03-312026-05-12

HD HOME DEPOT INC272 shares-46.77%2026-03-312026-05-12

T AT&T INC3.0K shares-22.05%2026-03-312026-05-12

RSG REPUBLIC SVCS INC400 shares-10.11%2026-03-312026-05-12

GILD GILEAD SCIENCES INC615 shares-25.36%2026-03-312026-05-12

ITW ILLINOIS TOOL WKS INC322 shares-26.15%2026-03-312026-05-12

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD4.3K shares1.04%2026-03-312026-05-12

BSCQ INVESCO EXCH TRD SLF IDX FD4.3K shares1.04%2026-03-312026-05-12

BSCS INVESCO EXCH TRD SLF IDX FD4.0K shares1.09%2026-03-312026-05-12

BSCT INVESCO EXCH TRD SLF IDX FD4.3K sharesnew addition2026-03-312026-05-12

XOM EXXON MOBIL CORP465 shares-62.77%2026-03-312026-05-12

VTIP VANGUARD MALVERN FDS1.6K shares0.00%2026-03-312026-05-12

DIS DISNEY WALT CO800 shares-27.80%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION76 shares-55.56%2026-03-312026-05-12

Sponsored

XLF SELECT SECTOR SPDR TR1.5K shares0.00%2026-03-312026-05-12

ITOT ISHARES TR500 shares0.00%2026-03-312026-05-12

SIVR ABRDN SILVER ETF TRUST990 shares0.00%2026-03-312026-05-12

PSX PHILLIPS 66375 shares-2.34%2026-03-312026-05-12

MCD MCDONALDS CORP218 shares-42.48%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP106 shares-43.92%2026-03-312026-05-12

PNC PNC FINL SVCS GROUP INC298 shares-36.60%2026-03-312026-05-12

TRV TRAVELERS COMPANIES INC208 shares-19.07%2026-03-312026-05-12

Sponsored

VDC VANGUARD WORLD FD256 shares0.00%2026-03-312026-05-12

CVX CHEVRON CORPORATION277 shares-70.99%2026-03-312026-05-12

ESGV VANGUARD WORLD FD504 shares0.20%2026-03-312026-05-12

KMPR KEMPER CORP1.8K shares0.00%2026-03-312026-05-12

BIL SPDR SERIES TRUST599 shares0.00%2026-03-312026-05-12

TSLA TESLA INC145 shares-87.76%2026-03-312026-05-12

VBR VANGUARD INDEX FDS248 shares0.00%2026-03-312026-05-12

SCHD SCHWAB STRATEGIC TR1.8K shares0.11%2026-03-312026-05-12

Sponsored

RTX RTX CORPORATION276 shares-75.22%2026-03-312026-05-12

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

KO COCA COLA CO657 shares-66.77%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS204 shares-50.00%2026-03-312026-05-12

MO ALTRIA GROUP INC740 shares-20.52%2026-03-312026-05-12

SPYD SPDR SERIES TRUST1.1K shares0.00%2026-03-312026-05-12

VBK VANGUARD INDEX FDS156 shares0.00%2026-03-312026-05-12

VIG VANGUARD SPECIALIZED FUNDS208 shares0.00%2026-03-312026-05-12

Sponsored

PG PROCTER & GAMBLE CO307 shares-51.88%2026-03-312026-05-12

MAR MARRIOTT INTL INC NEW127 shares-20.13%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON163 shares-75.82%2026-03-312026-05-12

HON HONEYWELL INTL INC175 shares-75.90%2026-03-312026-05-12

CMI CUMMINS INC71 shares-22.83%2026-03-312026-05-12

CSCO CISCO SYS INC488 shares-54.60%2026-03-312026-05-12

VPU VANGUARD WORLD FD175 shares0.00%2026-03-312026-05-12

TD TORONTO DOMINION BK ONT360 shares0.00%2026-03-312026-05-12

Sponsored

META META PLATFORMS INC58 shares-83.98%2026-03-312026-05-12

MDY STATE STR SPDR S&P MIDCAP 4050 shares0.00%2026-03-312026-05-12

CVS CVS HEALTH CORP433 shares-16.73%2026-03-312026-05-12

HLI HOULIHAN LOKEY INC215 shares0.00%2026-03-312026-05-12

SHW SHERWIN WILLIAMS CO95 shares-34.48%2026-03-312026-05-12

EXPD EXPEDITORS INTL WASH INC200 shares0.00%2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC80 shares-86.64%2026-03-312026-05-12

NFLX NETFLIX INC.290 shares-74.34%2026-03-312026-05-12

Sponsored

V VISA INC92 shares-74.01%2026-03-312026-05-12

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II1.0K shares0.00%2026-03-312026-05-12

NVS NOVARTIS AG167 shares0.00%2026-03-312026-05-12

JCPB J P MORGAN EXCHANGE TRADED F537 shares0.94%2026-03-312026-05-12

IEF ISHARES TR262 shares0.38%2026-03-312026-05-12

QQQM INVESCO EXCH TRADED FD TR II99 shares0.00%2026-03-312026-05-12

COF CAPITAL ONE FINL CORP128 shares-43.36%2026-03-312026-05-12

USFR WISDOMTREE TR455 shares0.00%2026-03-312026-05-12

Sponsored

PAA PLAINS ALL AMERN PIPELINE L1.0K shares0.00%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC134 shares-63.49%2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC143 shares-78.27%2026-03-312026-05-12

IWY ISHARES TR80 shares0.00%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE69 shares-73.15%2026-03-312026-05-12

GEV GE VERNOVA INC22 shares-72.84%2026-03-312026-05-12

IBB ISHARES TR114 shares0.00%2026-03-312026-05-12

VT VANGUARD INTL EQUITY INDEX F135 shares40.63%2026-03-312026-05-12

Sponsored

DHS WISDOMTREE TR167 shares0.00%2026-03-312026-05-12

ONEQ FIDELITY COMWLTH TR213 shares0.47%2026-03-312026-05-12

CMCSA COMCAST CORP NEW618 shares-69.54%2026-03-312026-05-12

GIS GENERAL MILLS INC444 shares-61.29%2026-03-312026-05-12

ET ENERGY TRANSFER L P810 shares0.00%2026-03-312026-05-12

PYLD PIMCO ETF TR594 shares1.19%2026-03-312026-05-12

D DOMINION ENERGY INC250 shares-42.13%2026-03-312026-05-12

UCON FIRST TR EXCHNG TRADED FD VI619 shares0.81%2026-03-312026-05-12

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SDVY FIRST TR EXCHANGE TRADED FD380 shares0.26%2026-03-312026-05-12

DGRO ISHARES TR208 shares0.00%2026-03-312026-05-12

CTVA CORTEVA INC168 shares-17.65%2026-03-312026-05-12

MMM 3M CO96 shares-3.03%2026-03-312026-05-12

PICK ISHARES INC246 shares0.00%2026-03-312026-05-12

APD AIR PRODUCTS AND CHEMICALS I47 shares0.00%2026-03-312026-05-12

GDX VANECK ETF TRUST148 shares0.00%2026-03-312026-05-12

RWL INVESCO EXCH TRADED FD TR II116 shares0.00%2026-03-312026-05-12

Sponsored

VCSH VANGUARD SCOTTSDALE FDS164 shares0.00%2026-03-312026-05-12

XMMO INVESCO EXCHANGE TRADED FD T87 shares0.00%2026-03-312026-05-12

CASY CASEYS GEN STORES INC17 shares0.00%2026-03-312026-05-12

BWXT BWX TECHNOLOGIES INC60 shares0.00%2026-03-312026-05-12

HMC HONDA MOTOR CO LTD500 shares0.00%2026-03-312026-05-12

TTEK TETRA TECH INC NEW402 shares-63.35%2026-03-312026-05-12

FBCG FIDELITY COVINGTON TRUST240 shares0.00%2026-03-312026-05-12

BSJQ INVESCO EXCH TRD SLF IDX FD506 shares1.40%2026-03-312026-05-12

Sponsored

BSJR INVESCO EXCH TRD SLF IDX FD514 shares1.38%2026-03-312026-05-12

ENSG ENSIGN GROUP INC57 shares-86.17%2026-03-312026-05-12

AIRR FIRST TR EXCHANGE TRADED FD103 shares0.00%2026-03-312026-05-12

SBUX STARBUCKS CORP127 shares-54.15%2026-03-312026-05-12

SLVP ISHARES INC318 shares0.00%2026-03-312026-05-12

SCHF SCHWAB STRATEGIC TR446 shares0.00%2026-03-312026-05-12

TE CONNECTIVITY PLC TE CONNECTIVITY PLC52 shares-68.67%2026-03-312026-05-12

CRM SALESFORCE INC58 shares-70.85%2026-03-312026-05-12

Sponsored

TJX TJX COS INC NEW67 shares-81.44%2026-03-312026-05-12

EXC EXELON CORP218 shares-46.57%2026-03-312026-05-12

ISRG INTUITIVE SURGICAL INC23 shares-82.44%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC50 shares-90.51%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC19 shares-83.90%2026-03-312026-05-12

ASML ASML HLDG NV7 shares0.00%2026-03-312026-05-12

IVT INVENTRUST PPTYS CORP293 shares0.00%2026-03-312026-05-12

SLYG SPDR SERIES TRUST93 shares0.00%2026-03-312026-05-12

Sponsored

EQIX EQUINIX INC9 shares-72.73%2026-03-312026-05-12

GWW WW GRAINGER INC8 shares-11.11%2026-03-312026-05-12

PANW PALO ALTO NETWORKS INC54 shares-72.31%2026-03-312026-05-12

UBER UBER TECHNOLOGIES INC120 shares-81.07%2026-03-312026-05-12

PFE PFIZER INC303 shares-81.51%2026-03-312026-05-12

LMAT LEMAITRE VASCULAR INC78 shares-84.24%2026-03-312026-05-12

COP CONOCOPHILLIPS64 shares-55.86%2026-03-312026-05-12

ALSN ALLISON TRANSMISSION HLDGS I72 shares0.00%2026-03-312026-05-12

Sponsored

SXI STANDEX INTL CORP32 shares-75.76%2026-03-312026-05-12

SLV ISHARES SILVER TR117 shares0.00%2026-03-312026-05-12

SYK STRYKER CORPORATION24 shares-79.49%2026-03-312026-05-12

MMC MARSH & MCLENNAN COS INC45 shares-77.61%2026-03-312026-05-12

OTIS OTIS WORLDWIDE CORP100 shares0.00%2026-03-312026-05-12

IYK ISHARES TR108 shares0.00%2026-03-312026-05-12

MA MASTERCARD INCORPORATED15 shares-95.31%2026-03-312026-05-12

EFV ISHARES TR97 shares0.00%2026-03-312026-05-12

Sponsored

ADBE ADOBE INC29 shares-95.30%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC57 shares-90.81%2026-03-312026-05-12

IHF ISHARES TR164 shares0.00%2026-03-312026-05-12

NOBL PROSHARES TR64 shares0.00%2026-03-312026-05-12

VMI VALMONT INDS INC17 shares-83.81%2026-03-312026-05-12

TNL TRAVEL PLUS LEISURE CO98 shares-81.72%2026-03-312026-05-12

MU MICRON TECHNOLOGY INC20 shares-89.53%2026-03-312026-05-12

HLNE HAMILTON LANE INC67 shares-79.76%2026-03-312026-05-12

Sponsored

EMR EMERSON ELEC CO51 shares-82.11%2026-03-312026-05-12

EHC ENCOMPASS HEALTH CORP69 shares-84.17%2026-03-312026-05-12

VFH VANGUARD WORLD FD53 shares0.00%2026-03-312026-05-12

IETC ISHARES U S ETF TR72 shares0.00%2026-03-312026-05-12

CSL CARLISLE COS INC19 shares0.00%2026-03-312026-05-12

IUSB ISHARES TR137 shares0.00%2026-03-312026-05-12

GLW CORNING INC46 shares-47.73%2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP29 shares-97.68%2026-03-312026-05-12

Sponsored

VPLS VANGUARD MALVERN FDS79 shares1.28%2026-03-312026-05-12

MNST MONSTER BEVERAGE CORP NEW84 shares-17.65%2026-03-312026-05-12

DGX QUEST DIAGNOSTICS INC31 shares-29.55%2026-03-312026-05-12

SIX FLAGS ENTERTAINMENT CORP SIX FLAGS ENTERTAINMENT CORP333 shares0.00%2026-03-312026-05-12

PCAR PACCAR INC51 shares-19.05%2026-03-312026-05-12

AMAT APPLIED MATLS INC17 shares-84.11%2026-03-312026-05-12

RS RELIANCE INC19 shares0.00%2026-03-312026-05-12

DHR DANAHER CORP DEL30 shares-75.61%2026-03-312026-05-12

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VAW VANGUARD WORLD FD25 shares0.00%2026-03-312026-05-12

GFL GFL ENVIRONMENTAL INC135 shares0.00%2026-03-312026-05-12

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW43 shares-66.92%2026-03-312026-05-12

ESI ELEMENT SOLUTIONS INC164 shares0.00%2026-03-312026-05-12

DKS DICKS SPORTING GOODS INC28 shares0.00%2026-03-312026-05-12

APH AMPHENOL CORP44 shares-95.63%2026-03-312026-05-12

SPGI S&P GLOBAL INC13 shares-86.73%2026-03-312026-05-12

SLF SUN LIFE FINANCIAL INC.87 sharesnew addition2026-03-312026-05-12

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LFUS LITTELFUSE INC16 shares-89.81%2026-03-312026-05-12

AL AIR LEASE CORP83 shares-80.14%2026-03-312026-05-12

CDNS CADENCE DESIGN SYSTEM INC19 shares-78.65%2026-03-312026-05-12

MS MORGAN STANLEY32 shares-93.63%2026-03-312026-05-12

NXST NEXSTAR MEDIA GROUP INC29 shares-84.66%2026-03-312026-05-12

CCL CARNIVAL CORP200 shares-73.19%2026-03-312026-05-12

HOMB HOME BANCSHARES INC191 shares-85.70%2026-03-312026-05-12

CNS COHEN & STEERS INC82 shares-81.28%2026-03-312026-05-12

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC18 shares-21.74%2026-03-312026-05-12

CL COLGATE PALMOLIVE CO59 shares-81.73%2026-03-312026-05-12

WING WINGSTOP INC32 shares-77.46%2026-03-312026-05-12

OKLO OKLO INC100 shares0.00%2026-03-312026-05-12

VSGX VANGUARD WORLD FD69 shares0.00%2026-03-312026-05-12

FSLR FIRST SOLAR INC25 shares-26.47%2026-03-312026-05-12

NDSN NORDSON CORP18 shares-57.14%2026-03-312026-05-12

JKHY HENRY JACK & ASSOC INC30 shares-45.45%2026-03-312026-05-12

Sponsored

BR BROADRIDGE FINL SOLUTIONS IN29 shares-21.62%2026-03-312026-05-12

GRMN GARMIN LTD20 shares-28.57%2026-03-312026-05-12

CPK CHESAPEAKE UTILS CORP36 shares-84.07%2026-03-312026-05-12

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND23 shares-81.15%2026-03-312026-05-12

WAB WABTEC18 shares-14.29%2026-03-312026-05-12

OZK BANK OZK LITTLE ROCK ARK98 shares-62.74%2026-03-312026-05-12

STERIS PLC STERIS PLC20 shares-58.33%2026-03-312026-05-12

KLAC KLA CORP3 shares-97.14%2026-03-312026-05-12

Sponsored

DPZ DOMINOS PIZZA INC12 shares0.00%2026-03-312026-05-12

TXN TEXAS INSTRS INC22 shares-90.52%2026-03-312026-05-12

LQD ISHARES TR39 shares0.00%2026-03-312026-05-12

AMGN AMGEN INC12 shares-88.46%2026-03-312026-05-12

BKNG BOOKING HOLDINGS INC1 shares-83.33%2026-03-312026-05-12

IGLB ISHARES TR84 shares0.00%2026-03-312026-05-12

OXY OCCIDENTAL PETE CORP64 shares-83.25%2026-03-312026-05-12

ADI ANALOG DEVICES INC13 shares-89.84%2026-03-312026-05-12

Sponsored

NRG NRG ENERGY INC28 shares0.00%2026-03-312026-05-12

ALC ALCON AG54 shares0.00%2026-03-312026-05-12

TLT ISHARES TR46 shares0.00%2026-03-312026-05-12

LINDE PLC LINDE PLC8 shares-70.37%2026-03-312026-05-12

SCHW SCHWAB CHARLES CORP42 shares-91.73%2026-03-312026-05-12

GL GLOBE LIFE INC28 shares0.00%2026-03-312026-05-12

MDLZ MONDELEZ INTL INC67 shares-88.81%2026-03-312026-05-12

REGN REGENERON PHARMACEUTICALS5 shares-70.59%2026-03-312026-05-12

Sponsored

USB US BANCORP73 shares-16.09%2026-03-312026-05-12

HCA HCA HEALTHCARE INC8 shares-27.27%2026-03-312026-05-12

TRNO TERRENO RLTY CORP61 shares-88.77%2026-03-312026-05-12

UFPI UFP INDUSTRIES INC41 shares-81.61%2026-03-312026-05-12

KNSL KINSALE CAP GROUP INC11 shares-85.90%2026-03-312026-05-12

WELL WELLTOWER INC19 shares-91.20%2026-03-312026-05-12

TRU TRANSUNION53 shares0.00%2026-03-312026-05-12

ULTA ULTA BEAUTY INC7 shares-53.33%2026-03-312026-05-12

Sponsored

VCR VANGUARD WORLD FD10 shares0.00%2026-03-312026-05-12

BAH BOOZ ALLEN HAMILTON HLDG COR46 shares-26.98%2026-03-312026-05-12

ABM ABM INDS INC93 shares0.00%2026-03-312026-05-12

PGR PROGRESSIVE CORP18 shares-84.62%2026-03-312026-05-12

FR FIRST INDL RLTY TR INC61 shares0.00%2026-03-312026-05-12

IEMG ISHARES INC50 shares0.00%2026-03-312026-05-12

GM GENERAL MTRS CO46 shares-79.37%2026-03-312026-05-12

ABT ABBOTT LABORATORIES33 shares-92.48%2026-03-312026-05-12

Sponsored

GS GOLDMAN SACHS GROUP INC4 shares-96.26%2026-03-312026-05-12

LSTR LANDSTAR SYS INC21 shares-88.71%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO11 shares-90.35%2026-03-312026-05-12

TWST TWIST BIOSCIENCE CORP70 shares0.00%2026-03-312026-05-12

CSX CSX CORP81 shares-94.49%2026-03-312026-05-12

TIP ISHARES TR30 shares0.00%2026-03-312026-05-12

DASH DOORDASH INC22 shares-38.89%2026-03-312026-05-12

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC43 shares-74.10%2026-03-312026-05-12

Sponsored

CHRD CHORD ENERGY CORPORATION23 shares0.00%2026-03-312026-05-12

PBI PITNEY BOWES INC295 shares0.00%2026-03-312026-05-12

NEE NEXTERA ENERGY INC35 shares-93.33%2026-03-312026-05-12

IPAR INTERPARFUMS INC35 shares0.00%2026-03-312026-05-12

CRWD CROWDSTRIKE HLDGS INC8 shares0.00%2026-03-312026-05-12

ARISTA NETWORKS INC ARISTA NETWORKS INC25 shares-92.35%2026-03-312026-05-12

INTU INTUIT7 shares-89.55%2026-03-312026-05-12

HWM HOWMET AEROSPACE INC13 shares-80.00%2026-03-312026-05-12

Sponsored

SO SOUTHERN CO31 shares-84.95%2026-03-312026-05-12

CB CHUBB LTD SWITZ9 shares-89.02%2026-03-312026-05-12

BLACKROCK INC BLACKROCK INC3 shares-92.11%2026-03-312026-05-12

WFC WELLS FARGO & CO36 shares-93.86%2026-03-312026-05-12

CBRE CBRE GROUP INC21 shares-58.00%2026-03-312026-05-12

LNG CHENIERE ENERGY INC10 shares0.00%2026-03-312026-05-12

ZTS ZOETIS INC24 shares-50.00%2026-03-312026-05-12

POWR ISHARES INC108 shares0.93%2026-03-312026-05-12

Sponsored

PRU PRUDENTIAL FINL INC28 shares-74.31%2026-03-312026-05-12

NOC NORTHROP GRUMMAN CORP4 shares-83.33%2026-03-312026-05-12

POWI POWER INTEGRATIONS INC53 shares-90.28%2026-03-312026-05-12

MORN MORNINGSTAR INC16 shares-33.33%2026-03-312026-05-12

PPG PPG INDS INC25 shares-70.93%2026-03-312026-05-12

AMP AMERIPRISE FINL INC6 shares-25.00%2026-03-312026-05-12

PEP PEPSICO INC17 shares-96.60%2026-03-312026-05-12

AEP AMERICAN ELEC PWR CO INC20 shares-82.76%2026-03-312026-05-12

Sponsored

MCO MOODYS CORP6 shares-71.43%2026-03-312026-05-12

SPG SIMON PPTY GROUP INC NEW14 shares-46.15%2026-03-312026-05-12

REG REGENCY CTRS CORP34 shares0.00%2026-03-312026-05-12

PHM PULTE GROUP INC22 shares-58.49%2026-03-312026-05-12

MWA MUELLER WTR PRODS INC93 shares0.00%2026-03-312026-05-12

TFC TRUIST FINL CORP55 shares-71.94%2026-03-312026-05-12

TROW PRICE T ROWE GROUP INC28 shares-67.82%2026-03-312026-05-12

ROK ROCKWELL AUTOMATION INC7 shares-50.00%2026-03-312026-05-12

Sponsored

BABA ALIBABA GROUP HLDG LTD20 shares0.00%2026-03-312026-05-12

TT TRANE TECHNOLOGIES PLC6 shares-96.20%2026-03-312026-05-12

KMI KINDER MORGAN INC DEL73 shares-51.97%2026-03-312026-05-12

AFL AFLAC INC22 shares-72.15%2026-03-312026-05-12

NOW SERVICENOW INC23 shares-85.63%2026-03-312026-05-12

IRM IRON MTN INC DEL23 shares-61.67%2026-03-312026-05-12

LOW LOWES COS INC10 shares-96.77%2026-03-312026-05-12

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

Sponsored

NSC NORFOLK SOUTHN CORP8 shares-83.33%2026-03-312026-05-12

NDAQ NASDAQ INC27 shares-20.59%2026-03-312026-05-12

CHE CHEMED CORP NEW6 shares-91.04%2026-03-312026-05-12

ED CONSOLIDATED EDISON INC20 shares-89.19%2026-03-312026-05-12

GLPI GAMING & LEISURE P51 shares0.00%2026-03-312026-05-12

DE DEERE & CO4 shares-92.98%2026-03-312026-05-12

AYI ACUITY INC8 shares0.00%2026-03-312026-05-12

CWEN CLEARWAY ENERGY INC57 shares0.00%2026-03-312026-05-12

Sponsored

CRH PLC CRH PLC21 shares-85.00%2026-03-312026-05-12

QCOM QUALCOMM INC17 shares-95.66%2026-03-312026-05-12

URI UNITED RENTALS INC3 shares-57.14%2026-03-312026-05-12

EPRT ESSENTIAL PPTYS RLTY TR INC70 shares-71.19%2026-03-312026-05-12

WDAY WORKDAY INC16 shares-77.14%2026-03-312026-05-12

DTE DTE ENERGY CO14 shares-75.44%2026-03-312026-05-12

AIG AMERICAN INTL GROUP INC27 shares-95.04%2026-03-312026-05-12

POOL POOL CORP10 shares0.00%2026-03-312026-05-12

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC18 shares-57.14%2026-03-312026-05-12

PRLB PROTO LABS INC35 shares0.00%2026-03-312026-05-12

WBD WARNER BROS DISCOVERY INC72 shares-96.18%2026-03-312026-05-12

NBIS NEBIUS GROUP N.V.19 shares-85.71%2026-03-312026-05-12

JCI JOHNSON CONTROLS INTERNATION15 shares-57.14%2026-03-312026-05-12

BLACKSTONE INC BLACKSTONE INC17 shares-84.11%2026-03-312026-05-12

RF REGIONS FINANCIAL CORP NEW74 shares-90.36%2026-03-312026-05-12

IBIT ISHARES BITCOIN TRUST ETF50 shares66.67%2026-03-312026-05-12

Sponsored

ALL ALLSTATE CORP9 shares-93.57%2026-03-312026-05-12

ARES ARES MANAGEMENT CORPORATION17 shares-75.00%2026-03-312026-05-12

TXT TEXTRON INC21 shares-83.59%2026-03-312026-05-12

WM WASTE MGMT INC DEL8 shares-90.80%2026-03-312026-05-12

RMBS RAMBUS INC DEL21 shares0.00%2026-03-312026-05-12

LPLA LPL FINL HLDGS INC6 shares-25.00%2026-03-312026-05-12

DHI D R HORTON INC13 shares-89.34%2026-03-312026-05-12

INVA INNOVIVA INC76 shares0.00%2026-03-312026-05-12

Sponsored

MAS MASCO CORP29 shares-46.30%2026-03-312026-05-12

ALLE ALLEGION PLC12 shares0.00%2026-03-312026-05-12

RJF RAYMOND JAMES FINL INC12 shares-82.61%2026-03-312026-05-12

FDS FACTSET RESH SYS INC8 shares-50.00%2026-03-312026-05-12

ICE INTERCONTINENTAL EXCHANGE IN11 shares0.00%2026-03-312026-05-12

H HYATT HOTELS CORP12 shares0.00%2026-03-312026-05-12

FTV FORTIVE CORP31 shares-51.56%2026-03-312026-05-12

KOMP SPDR SERIES TRUST27 shares0.00%2026-03-312026-05-12

Sponsored

SNPS SYNOPSYS INC4 shares-85.19%2026-03-312026-05-12

NBIX NEUROCRINE BIOSCIENCES INC12 shares0.00%2026-03-312026-05-12

UPS UNITED PARCEL SVCS INC16 shares-85.84%2026-03-312026-05-12

TRMB TRIMBLE INC24 shares-22.58%2026-03-312026-05-12

EINC VANECK ETF TRUST13 shares0.00%2026-03-312026-05-12

GGG GRACO INC18 shares0.00%2026-03-312026-05-12

ETHA ISHARES ETHEREUM TR90 shares20.00%2026-03-312026-05-12

OC OWENS CORNING NEW13 shares0.00%2026-03-312026-05-12

Sponsored

BUD ANHEUSER BUSCH INBEV SA NV20 shares0.00%2026-03-312026-05-12

DNP DNP SELECT INCOME FD INC137 shares0.00%2026-03-312026-05-12

ABNB AIRBNB INC11 shares-77.08%2026-03-312026-05-12

ORLY OREILLY AUTOMOTIVE INC15 shares-86.24%2026-03-312026-05-12

FCX FREEPORT MCMORAN INC23 shares-84.56%2026-03-312026-05-12

EIG EMPLOYERS HLDGS INC32 shares0.00%2026-03-312026-05-12

SNDR SCHNEIDER NATIONAL INC49 shares0.00%2026-03-312026-05-12

MCHP MICROCHIP TECHNOLOGY INC.20 shares-82.30%2026-03-312026-05-12

Sponsored

MET METLIFE INC18 shares-85.94%2026-03-312026-05-12

SLGN SILGAN HLDGS INC31 shares0.00%2026-03-312026-05-12

RPM RPM INTL INC12 shares-78.18%2026-03-312026-05-12

F FORD MTR CO102 shares-85.11%2026-03-312026-05-12

ELV ELEVANCE HEALTH INC FORMERLY4 shares-95.29%2026-03-312026-05-12

TDG TRANSDIGM GROUP INC1 shares-100.00%2026-03-312026-05-12

XJH ISHARES TR25 shares0.00%2026-03-312026-05-12

WSFS WSFS FINL CORP16 shares0.00%2026-03-312026-05-12

Sponsored

CARR CARRIER GLOBAL CORPORATION19 shares-57.78%2026-03-312026-05-12

THE CIGNA GROUP THE CIGNA GROUP4 shares-55.56%2026-03-312026-05-12

FI FISERV INC19 shares-73.97%2026-03-312026-05-12

HOOD ROBINHOOD MKTS INC15 shares-90.26%2026-03-312026-05-12

WY WEYERHAEUSER CO42 shares-56.70%2026-03-312026-05-12

BA BOEING CO5 shares-95.50%2026-03-312026-05-12

GEHC GE HEALTHCARE TECHNOLOGIES I12 shares-40.00%2026-03-312026-05-12

KHC KRAFT HEINZ CO35 shares-93.33%2026-03-312026-05-12

Sponsored

XES SPDR SERIES TRUST6 shares0.00%2026-03-312026-05-12

JPC NUVEEN PFD & INCOME OPPORTUN87 shares0.00%2026-03-312026-05-12

KRE SPDR SERIES TRUST10 shares0.00%2026-03-312026-05-12

KBE SPDR SERIES TRUST10 shares0.00%2026-03-312026-05-12

UNITI GROUP LLC UNITI GROUP LLC57 shares0.00%2026-03-312026-05-12

MANU MANCHESTER UTD PLC NEW25 shares0.00%2026-03-312026-05-12

VTRS VIATRIS INC29 shares-69.47%2026-03-312026-05-12

DOLE DOLE PLC26 shares0.00%2026-03-312026-05-12

Sponsored

ALAB ASTERA LABS INC3 shares0.00%2026-03-312026-05-12

AOR ISHARES TR5 shares0.00%2026-03-312026-05-12

AAL AMERICAN AIRLINES GROUP INC25 shares0.00%2026-03-312026-05-12

SNAP SNAP INC50 shares-83.82%2026-03-312026-05-12

BTCL WORLD FDS TR15 shares200.00%2026-03-312026-05-12

BLSH BULLISH5 shares0.00%2026-03-312026-05-12

XOVR ENTREPRENEURSHARES SERIES TR10 shares0.00%2026-03-312026-05-12

MJ AMPLIFY ETF TR5 shares0.00%2026-03-312026-05-12

Sponsored

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE5 shares0.00%2026-03-312026-05-12

WESTPORT FUEL SYSTEMS INC WESTPORT FUEL SYSTEMS INC45 shares0.00%2026-03-312026-05-12

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC2 sharesnew addition2026-03-312026-05-12

VMBS VANGUARD SCOTTSDALE FDS1 shares0.00%2026-03-312026-05-12

BODI THE BEACHBODY COMPANY INC1 shares0.00%2026-03-312026-05-12

SHY ISHARES TRN/A sharesnew addition2026-03-312026-05-12

ETJ EATON VANCE RISK-MANAGED DIVN/A sharesnew addition2026-03-312026-05-12

BND

VANGUARD BD INDEX FDS

7.16%

Shares8.6M

Event2026-03-31

Filed2026-05-12

VTV

VANGUARD INDEX FDS

28.07%

Shares2.7M

Event2026-03-31

Filed2026-05-12

VEU

VANGUARD INTL EQUITY INDEX F

-0.62%

Shares5.4M

Event2026-03-31

Filed2026-05-12

VUG

VANGUARD INDEX FDS

9.23%

Shares904.1K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

-0.16%

Shares420.6K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

259.48%

Shares476.2K

Event2026-03-31

Filed2026-05-12

VWO

VANGUARD INTL EQUITY INDEX F

-0.16%

Shares2.0M

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

-52.80%

Shares297.3K

Event2026-03-31

Filed2026-05-12

INVESCO EXCHANGE TRADED FD T

0.00%

Shares257.0K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

-2.21%

Shares58.4K

Event2026-03-31

Filed2026-05-12

HYG

ISHARES TR

7.66%

Shares441.1K

Event2026-03-31

Filed2026-05-12

VCIT

VANGUARD SCOTTSDALE FDS

8.03%

Shares400.6K

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD TAX-MANAGED FDS

-2.94%

Shares169.2K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

-0.93%

Shares22.4K

Event2026-03-31

Filed2026-05-12

VONE

VANGUARD SCOTTSDALE FDS

-6.84%

Shares17.7K

Event2026-03-31

Filed2026-05-12

ESML

ISHARES TR

New

Shares99.9K

Event2026-03-31

Filed2026-05-12

EMXC

ISHARES INC

-8.08%

Shares46.2K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-21.27%

Shares14.2K

Event2026-03-31

Filed2026-05-12

VOE

VANGUARD INDEX FDS

0.00%

Shares16.0K

Event2026-03-31

Filed2026-05-12

VXUS

VANGUARD STAR FDS

1470.27%

Shares27.3K

Event2026-03-31

Filed2026-05-12

IWF

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-12

IJH

ISHARES TR

-38.15%

Shares21.0K

Event2026-03-31

Filed2026-05-12

BSV

VANGUARD BD INDEX FDS

293.05%

Shares14.3K

Event2026-03-31

Filed2026-05-12

VONV

VANGUARD SCOTTSDALE FDS

-0.69%

Shares11.7K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

-51.22%

Shares4.6K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

-25.73%

Shares2.5K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

0.19%

Shares1.1K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-46.18%

Shares1.8K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

-40.17%

Shares1.4K

Event2026-03-31

Filed2026-05-12

DVY

ISHARES TR

-51.54%

Shares3.2K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

-38.95%

Shares1.6K

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR

-17.50%

Shares3.9K

Event2026-03-31

Filed2026-05-12

SPYX

SPDR SERIES TRUST

0.00%

Shares8.5K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

-25.67%

Shares3.5K

Event2026-03-31

Filed2026-05-12

SDY

SPDR SERIES TRUST

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

-30.12%

Shares406

Event2026-03-31

Filed2026-05-12

PKBK

PARKE BANCORP INC

0.00%

Shares12.6K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-12

EFA

ISHARES TR

-46.08%

Shares3.0K

Event2026-03-31

Filed2026-05-12

CANADIAN IMPERIAL BANK OF CO

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

-20.12%

Shares405

Event2026-03-31

Filed2026-05-12

XLK

SELECT SECTOR SPDR TR

-29.53%

Shares2.1K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-77.78%

Shares945

Event2026-03-31

Filed2026-05-12

IEFA

ISHARES TR

-55.69%

Shares2.8K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

-25.82%

Shares405

Event2026-03-31

Filed2026-05-12

VNQ

VANGUARD INDEX FDS

0.08%

Shares2.4K

Event2026-03-31

Filed2026-05-12

BAC

BANK AMERICA CORP

-34.43%

Shares4.0K

Event2026-03-31

Filed2026-05-12

VGT

VANGUARD WORLD FD

0.00%

Shares245

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-81.34%

Shares799

Event2026-03-31

Filed2026-05-12

IUSV

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-12

ABRDN FDS

0.47%

Shares5.2K

Event2026-03-31

Filed2026-05-12

CBZ

CBIZ INC

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-12

VDE

VANGUARD WORLD FD

-1.43%

Shares688

Event2026-03-31

Filed2026-05-12

CEG

CONSTELLATION ENERGY CORP

761.22%

Shares422

Event2026-03-31

Filed2026-05-12

ISHARES GOLD TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-12

VERIZON COMMUNICATIONS INC

-2.54%

Shares2.2K

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

-55.61%

Shares502

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR

0.00%

Shares250

Event2026-03-31

Filed2026-05-12

ORCL

ORACLE CORP

-39.59%

Shares711

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

-46.77%

Shares272

Event2026-03-31

Filed2026-05-12

AT&T INC

-22.05%

Shares3.0K

Event2026-03-31

Filed2026-05-12

RSG

REPUBLIC SVCS INC

-10.11%

Shares400

Event2026-03-31

Filed2026-05-12

GILD

GILEAD SCIENCES INC

-25.36%

Shares615

Event2026-03-31

Filed2026-05-12

ITW

ILLINOIS TOOL WKS INC

-26.15%

Shares322

Event2026-03-31

Filed2026-05-12

BSCR

INVESCO EXCH TRD SLF IDX FD

1.04%

Shares4.3K

Event2026-03-31

Filed2026-05-12

BSCQ

INVESCO EXCH TRD SLF IDX FD

1.04%

Shares4.3K

Event2026-03-31

Filed2026-05-12

BSCS

INVESCO EXCH TRD SLF IDX FD

1.09%

Shares4.0K

Event2026-03-31

Filed2026-05-12

BSCT

INVESCO EXCH TRD SLF IDX FD

New

Shares4.3K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

-62.77%

Shares465

Event2026-03-31

Filed2026-05-12

VTIP

VANGUARD MALVERN FDS

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-12

DIS

DISNEY WALT CO

-27.80%

Shares800

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

-55.56%

Shares76

Event2026-03-31

Filed2026-05-12

XLF

SELECT SECTOR SPDR TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-12

ITOT

ISHARES TR

0.00%

Shares500

Event2026-03-31

Filed2026-05-12

SIVR

ABRDN SILVER ETF TRUST

0.00%

Shares990

Event2026-03-31

Filed2026-05-12

PSX

PHILLIPS 66

-2.34%

Shares375

Event2026-03-31

Filed2026-05-12

MCD

MCDONALDS CORP

-42.48%

Shares218

Event2026-03-31

Filed2026-05-12

LMT

LOCKHEED MARTIN CORP

-43.92%

Shares106

Event2026-03-31

Filed2026-05-12

PNC

PNC FINL SVCS GROUP INC

-36.60%

Shares298

Event2026-03-31

Filed2026-05-12

TRV

TRAVELERS COMPANIES INC

-19.07%

Shares208

Event2026-03-31

Filed2026-05-12

VDC

VANGUARD WORLD FD

0.00%

Shares256

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

-70.99%

Shares277

Event2026-03-31

Filed2026-05-12

ESGV

VANGUARD WORLD FD

0.20%

Shares504

Event2026-03-31

Filed2026-05-12

KMPR

KEMPER CORP

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-12

BIL

SPDR SERIES TRUST

0.00%

Shares599

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC

-87.76%

Shares145

Event2026-03-31

Filed2026-05-12

VBR

VANGUARD INDEX FDS

0.00%

Shares248

Event2026-03-31

Filed2026-05-12

SCHD

SCHWAB STRATEGIC TR

0.11%

Shares1.8K

Event2026-03-31

Filed2026-05-12

RTX

RTX CORPORATION

-75.22%

Shares276

Event2026-03-31

Filed2026-05-12

BGRN

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-12

COCA COLA CO

-66.77%

Shares657

Event2026-03-31

Filed2026-05-12

IBM

INTERNATIONAL BUSINESS MACHS

-50.00%

Shares204

Event2026-03-31

Filed2026-05-12

ALTRIA GROUP INC

-20.52%

Shares740

Event2026-03-31

Filed2026-05-12

SPYD

SPDR SERIES TRUST

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-12

VBK

VANGUARD INDEX FDS

0.00%

Shares156

Event2026-03-31

Filed2026-05-12

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares208

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

-51.88%

Shares307

Event2026-03-31

Filed2026-05-12

MAR

MARRIOTT INTL INC NEW

-20.13%

Shares127

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

-75.82%

Shares163

Event2026-03-31

Filed2026-05-12

HON

HONEYWELL INTL INC

-75.90%

Shares175

Event2026-03-31

Filed2026-05-12

CMI

CUMMINS INC

-22.83%

Shares71

Event2026-03-31

Filed2026-05-12

CSCO

CISCO SYS INC

-54.60%

Shares488

Event2026-03-31

Filed2026-05-12

VPU

VANGUARD WORLD FD

0.00%

Shares175

Event2026-03-31

Filed2026-05-12

TORONTO DOMINION BK ONT

0.00%

Shares360

Event2026-03-31

Filed2026-05-12