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The Analysis of Center for Financial Planning, Inc.'s Holdings & P&L

Currently, Center for Financial Planning, Inc. holds 658 types of securities in its portfolio with a total value $958.0M. In the most recent quarter, they have increased their positions in SPDW (+1.6M shares, valued at $73.6M), AGG (+22.8K shares, valued at $2.3M), N/A (+2.9K shares, valued at $1.7M); decreased their positions in IEFA (-665.2K shares, valued at $60.2M), FSIG (-23.2K shares, valued at $439.5K), VBR (-1.5K shares, valued at $333.7K); initiated new positions in FEOE (+2.6K shares, valued at $133.7K), ICOP (+2.6K shares, valued at $125.8K), N/A (+528 shares, valued at $104.1K).

1M P&L

+15.7M+2.46%

3M P&L

-187.0M-22.24%

HY P&L

-148.9M-18.55%

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/A479.8M

79.0%

2Software - Infrastructure10.8M

1.8%

3Drug Manufacturers - General9.6M

1.6%

Top Industries by Stock Count

1N/A165 stocks

28.2%

2Utilities - Regulated Electric16 stocks

2.7%

3Software - Infrastructure15 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS544.2K shares0.53%2026-03-312026-05-04

AGG ISHARES TR1.1M shares2.21%2026-03-312026-05-04

SPDW SPDR INDEX SHS FDS1.6M shares1299466.13%2026-03-312026-05-04

VB VANGUARD INDEX FDS255.4K shares0.08%2026-03-312026-05-04

VO VANGUARD INDEX FDS167.8K shares1.67%2026-03-312026-05-04

IEFA ISHARES TR435.6K shares-60.43%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F578.0K shares0.65%2026-03-312026-05-04

QUAL ISHARES TR90.6K shares-1.42%2026-03-312026-05-04

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL19 shares0.00%2026-03-312026-05-04

VBR VANGUARD INDEX FDS55.8K shares-2.68%2026-03-312026-05-04

VXUS VANGUARD STAR FDS131.3K shares-1.62%2026-03-312026-05-04

MSFT MICROSOFT CORP26.5K shares10.79%2026-03-312026-05-04

AAPL APPLE INC31.8K shares-0.54%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL15.1K shares-1.23%2026-03-312026-05-04

ALPHABET INC ALPHABET INC19.5K shares0.00%2026-03-312026-05-04

AMZN AMAZON COM INC24.8K shares0.06%2026-03-312026-05-04

Sponsored

JPM JPMORGAN CHASE & CO17.4K shares0.06%2026-03-312026-05-04

VSS VANGUARD INTL EQUITY INDEX F28.5K shares0.37%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON15.9K shares-0.59%2026-03-312026-05-04

VUG VANGUARD INDEX FDS8.9K shares0.00%2026-03-312026-05-04

ABBV ABBVIE INC17.4K shares-0.19%2026-03-312026-05-04

IJH ISHARES TR49.5K shares-0.85%2026-03-312026-05-04

LMBS FIRST TR EXCHANGE-TRADED FD66.5K shares0.82%2026-03-312026-05-04

NEE NEXTERA ENERGY INC35.2K shares-0.96%2026-03-312026-05-04

Sponsored

VBK VANGUARD INDEX FDS10.5K shares-3.15%2026-03-312026-05-04

BROADCOM INC BROADCOM INC9.8K shares3.40%2026-03-312026-05-04

MCK MCKESSON CORP3.3K shares0.00%2026-03-312026-05-04

VGT VANGUARD WORLD FD4.1K shares-0.22%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T4.4K shares-2.49%2026-03-312026-05-04

RJF RAYMOND JAMES FINL INC19.1K shares-0.81%2026-03-312026-05-04

PG PROCTER & GAMBLE CO18.4K shares-5.39%2026-03-312026-05-04

XOM EXXON MOBIL CORP15.6K shares-0.54%2026-03-312026-05-04

Sponsored

CVX CHEVRON CORPORATION12.3K shares-0.44%2026-03-312026-05-04

VTI VANGUARD INDEX FDS7.9K shares-0.43%2026-03-312026-05-04

BUFR FIRST TR EXCHNG TRADED FD VI74.1K shares-4.17%2026-03-312026-05-04

FSIG FIRST TR EXCHANGE-TRADED FD131.8K shares-14.97%2026-03-312026-05-04

MSI MOTOROLA SOLUTIONS INC5.1K shares2.78%2026-03-312026-05-04

VTV VANGUARD INDEX FDS11.3K shares-1.26%2026-03-312026-05-04

PEP PEPSICO INC13.3K shares0.00%2026-03-312026-05-04

EAGG ISHARES TR43.5K shares-4.05%2026-03-312026-05-04

Sponsored

TMO THERMO FISHER SCIENTIFIC INC4.0K shares0.00%2026-03-312026-05-04

AXP AMERICAN EXPRESS CO6.4K shares-3.02%2026-03-312026-05-04

NVDA NVIDIA CORPORATION10.8K shares22.44%2026-03-312026-05-04

CL COLGATE PALMOLIVE CO21.5K shares0.00%2026-03-312026-05-04

ABT ABBOTT LABORATORIES17.7K shares0.00%2026-03-312026-05-04

KO COCA COLA CO23.4K shares0.65%2026-03-312026-05-04

CRM SALESFORCE INC9.5K shares21.94%2026-03-312026-05-04

VV VANGUARD INDEX FDS5.8K shares0.03%2026-03-312026-05-04

Sponsored

SYK STRYKER CORPORATION5.1K shares2.57%2026-03-312026-05-04

MCD MCDONALDS CORP5.3K shares-1.43%2026-03-312026-05-04

IJR ISHARES TR13.2K shares-2.50%2026-03-312026-05-04

HD HOME DEPOT INC4.9K shares-0.50%2026-03-312026-05-04

WMT WALMART INC12.7K shares-1.28%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC4.3K shares-0.46%2026-03-312026-05-04

ALPHABET INC ALPHABET INC5.0K shares-11.25%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC11.5K shares-5.23%2026-03-312026-05-04

Sponsored

IVV ISHARES TR2.1K shares-1.46%2026-03-312026-05-04

VTEB VANGUARD MUN BD FDS24.8K shares2.26%2026-03-312026-05-04

MPC MARATHON PETE CORP5.0K shares-0.96%2026-03-312026-05-04

UNP UNION PAC CORP4.8K shares1.08%2026-03-312026-05-04

DTE DTE ENERGY CO7.5K shares0.54%2026-03-312026-05-04

TSLA TESLA INC3.0K shares0.07%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS5.0K shares-0.30%2026-03-312026-05-04

MMM 3M CO7.4K shares-0.04%2026-03-312026-05-04

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.8K shares-4.19%2026-03-312026-05-04

ISTB ISHARES TR20.8K shares0.00%2026-03-312026-05-04

ITW ILLINOIS TOOL WKS INC3.8K shares-9.78%2026-03-312026-05-04

PM PHILIP MORRIS INTL INC5.9K shares-1.44%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS15.2K shares-6.78%2026-03-312026-05-04

VDE VANGUARD WORLD FD5.5K shares0.00%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T19.6K shares-3.70%2026-03-312026-05-04

AMT AMERICAN TOWER CORP5.1K shares10.83%2026-03-312026-05-04

Sponsored

IWR ISHARES TR8.9K shares-0.86%2026-03-312026-05-04

DFUS DIMENSIONAL ETF TRUST12.2K shares0.00%2026-03-312026-05-04

LLY ELI LILLY & CO915 shares16.41%2026-03-312026-05-04

EMR EMERSON ELEC CO6.2K shares-8.35%2026-03-312026-05-04

GEV GE VERNOVA INC926 shares-0.11%2026-03-312026-05-04

DAN DANA INC24.0K shares0.00%2026-03-312026-05-04

DAL DELTA AIR LINES INC12.0K shares-2.60%2026-03-312026-05-04

IWM ISHARES TR3.2K shares-1.02%2026-03-312026-05-04

Sponsored

ADI ANALOG DEVICES INC2.5K shares3.66%2026-03-312026-05-04

IWN ISHARES TR4.1K shares-13.41%2026-03-312026-05-04

CSCO CISCO SYS INC9.9K shares-2.06%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS3.1K shares-0.57%2026-03-312026-05-04

OMC OMNICOM GROUP INC9.8K shares0.00%2026-03-312026-05-04

META META PLATFORMS INC1.3K shares2.70%2026-03-312026-05-04

CB CHUBB LTD SWITZ2.3K shares2.04%2026-03-312026-05-04

IJS ISHARES TR6.1K shares0.00%2026-03-312026-05-04

Sponsored

AMD ADVANCED MICRO DEVICES INC3.5K shares0.00%2026-03-312026-05-04

CME CME GROUP INC2.2K shares2.35%2026-03-312026-05-04

DOV DOVER CORP3.1K shares0.00%2026-03-312026-05-04

DFUV DIMENSIONAL ETF TRUST13.2K shares0.00%2026-03-312026-05-04

TT TRANE TECHNOLOGIES PLC1.5K shares-18.39%2026-03-312026-05-04

F FORD MTR CO54.9K shares-0.60%2026-03-312026-05-04

PGR PROGRESSIVE CORP3.2K shares0.00%2026-03-312026-05-04

BUFD FIRST TR EXCHNG TRADED FD VI21.9K shares0.00%2026-03-312026-05-04

Sponsored

SCHV SCHWAB STRATEGIC TR19.9K shares1.77%2026-03-312026-05-04

V VISA INC2.0K shares9.26%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC11.9K shares-5.56%2026-03-312026-05-04

RTX RTX CORPORATION3.0K shares0.00%2026-03-312026-05-04

APD AIR PRODUCTS AND CHEMICALS I2.0K shares3.62%2026-03-312026-05-04

QSPT FIRST TR EXCHNG TRADED FD VI18.9K shares0.00%2026-03-312026-05-04

DHR DANAHER CORP DEL3.1K shares0.00%2026-03-312026-05-04

NFLX NETFLIX INC.5.5K shares14.43%2026-03-312026-05-04

Sponsored

DRI DARDEN RESTAURANTS INC2.6K shares3.33%2026-03-312026-05-04

VHT VANGUARD WORLD FD1.9K shares13.98%2026-03-312026-05-04

JCI JOHNSON CONTROLS INTERNATION3.9K shares-7.64%2026-03-312026-05-04

EVSD MORGAN STANLEY ETF TRUST9.8K shares0.00%2026-03-312026-05-04

EFA ISHARES TR5.1K shares0.00%2026-03-312026-05-04

ADBE ADOBE INC2.0K shares180.56%2026-03-312026-05-04

CMI CUMMINS INC894 shares-1.65%2026-03-312026-05-04

TJX TJX COS INC NEW3.0K shares0.00%2026-03-312026-05-04

Sponsored

AMGN AMGEN INC1.3K shares0.00%2026-03-312026-05-04

O REALTY INCOME CORP7.2K shares-1.04%2026-03-312026-05-04

EFV ISHARES TR5.9K shares-1.35%2026-03-312026-05-04

AMAT APPLIED MATLS INC1.3K shares51.92%2026-03-312026-05-04

IYW ISHARES TR2.4K shares0.00%2026-03-312026-05-04

SPGI S&P GLOBAL INC993 shares14.80%2026-03-312026-05-04

GIS GENERAL MILLS INC11.0K shares-0.78%2026-03-312026-05-04

ARISTA NETWORKS INC ARISTA NETWORKS INC3.3K shares0.00%2026-03-312026-05-04

Sponsored

PFE PFIZER INC13.7K shares-7.31%2026-03-312026-05-04

YUM YUM BRANDS INC2.5K shares0.00%2026-03-312026-05-04

DIS DISNEY WALT CO3.9K shares-0.89%2026-03-312026-05-04

MUB ISHARES TR3.5K shares0.00%2026-03-312026-05-04

MO ALTRIA GROUP INC5.5K shares0.00%2026-03-312026-05-04

ETR ENTERGY CORP NEW3.2K shares0.00%2026-03-312026-05-04

NXPI NXP SEMICONDUCTORS N V1.8K shares0.00%2026-03-312026-05-04

ZTS ZOETIS INC2.9K shares1692.02%2026-03-312026-05-04

Sponsored

ALL ALLSTATE CORP1.7K shares-14.93%2026-03-312026-05-04

MDLZ MONDELEZ INTL INC5.9K shares0.00%2026-03-312026-05-04

T AT&T INC11.8K shares-4.13%2026-03-312026-05-04

HBAN HUNTINGTON BANCSHARES INC21.7K shares0.00%2026-03-312026-05-04

GE AEROSPACE GE AEROSPACE1.2K shares-3.62%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP541 shares0.00%2026-03-312026-05-04

DTM DT MIDSTREAM INC2.4K shares2.12%2026-03-312026-05-04

ARTY ISHARES TR6.9K shares0.00%2026-03-312026-05-04

Sponsored

GLD SPDR GOLD TR722 shares-10.20%2026-03-312026-05-04

ASML ASML HLDG NV234 shares-8.95%2026-03-312026-05-04

FANG DIAMONDBACK ENERGY INC1.6K shares1.04%2026-03-312026-05-04

QMAR FIRST TR EXCHNG TRADED FD VI9.0K shares0.00%2026-03-312026-05-04

VYM VANGUARD WHITEHALL FDS2.0K shares-2.13%2026-03-312026-05-04

CMCSA COMCAST CORP NEW10.1K shares5.00%2026-03-312026-05-04

TIP ISHARES TR2.6K shares-2.68%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION281 shares-3.10%2026-03-312026-05-04

Sponsored

BBY BEST BUY INC4.3K shares4.86%2026-03-312026-05-04

ORCL ORACLE CORP1.8K shares-0.97%2026-03-312026-05-04

AJG GALLAGHER ARTHUR J & CO1.2K shares0.00%2026-03-312026-05-04

UBER UBER TECHNOLOGIES INC3.6K shares25.17%2026-03-312026-05-04

MFC MANULIFE FINL CORP7.5K shares8.16%2026-03-312026-05-04

ROK ROCKWELL AUTOMATION INC707 shares-7.82%2026-03-312026-05-04

SLYV SPDR SERIES TRUST2.7K shares0.00%2026-03-312026-05-04

HSIC SCHEIN HENRY INC3.4K shares0.00%2026-03-312026-05-04

Sponsored

CAT CATERPILLAR INC351 shares-3.57%2026-03-312026-05-04

IWF ISHARES TR578 shares2.30%2026-03-312026-05-04

USB US BANCORP4.7K shares-54.34%2026-03-312026-05-04

ITOT ISHARES TR1.7K shares0.00%2026-03-312026-05-04

IQV IQVIA HLDGS INC1.4K shares0.00%2026-03-312026-05-04

SDY SPDR SERIES TRUST1.6K shares0.00%2026-03-312026-05-04

LULU LULULEMON ATHLETICA INC1.5K shares65.24%2026-03-312026-05-04

CMG CHIPOTLE MEXICAN GRILL INC7.1K shares-0.32%2026-03-312026-05-04

Sponsored

BAC BANK AMERICA CORP4.6K shares0.00%2026-03-312026-05-04

AOR ISHARES TR3.5K shares-0.85%2026-03-312026-05-04

FIS FIDELITY NATL INFORMATION SV4.7K shares2.28%2026-03-312026-05-04

EW EDWARDS LIFESCIENCES CORP2.7K shares42.65%2026-03-312026-05-04

IYR ISHARES TR2.3K shares0.00%2026-03-312026-05-04

STERIS PLC STERIS PLC962 shares0.00%2026-03-312026-05-04

UPS UNITED PARCEL SVCS INC2.2K shares-18.99%2026-03-312026-05-04

IWO ISHARES TR675 shares0.00%2026-03-312026-05-04

Sponsored

ISRG INTUITIVE SURGICAL INC458 shares0.00%2026-03-312026-05-04

AON PLC AON PLC653 shares0.00%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC759 shares-35.35%2026-03-312026-05-04

WFC WELLS FARGO & CO2.6K shares0.00%2026-03-312026-05-04

PSA PUBLIC STORAGE OPER CO736 shares0.00%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.3K shares0.00%2026-03-312026-05-04

LCNB LCNB CORP12.7K shares0.00%2026-03-312026-05-04

NEM NEWMONT CORP1.8K shares1700.00%2026-03-312026-05-04

Sponsored

APH AMPHENOL CORP1.5K shares0.99%2026-03-312026-05-04

HAL HALLIBURTON CO5.0K shares-13.01%2026-03-312026-05-04

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.4K shares-2.38%2026-03-312026-05-04

EEM ISHARES TR3.3K shares388.69%2026-03-312026-05-04

VNQ VANGUARD INDEX FDS2.0K shares-19.32%2026-03-312026-05-04

DXCM DEXCOM INC2.7K shares0.92%2026-03-312026-05-04

BA BOEING CO829 shares-0.60%2026-03-312026-05-04

DIA STATE STR SPDR DOW JONES IND356 shares0.00%2026-03-312026-05-04

Sponsored

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC2.3K shares0.00%2026-03-312026-05-04

HWM HOWMET AEROSPACE INC700 shares0.00%2026-03-312026-05-04

CELESTICA INC CELESTICA INC567 shares0.00%2026-03-312026-05-04

CEG CONSTELLATION ENERGY CORP570 shares293.10%2026-03-312026-05-04

VPU VANGUARD WORLD FD783 shares0.00%2026-03-312026-05-04

MA MASTERCARD INCORPORATED300 shares0.00%2026-03-312026-05-04

IVW ISHARES TR1.3K shares-3.73%2026-03-312026-05-04

VEU VANGUARD INTL EQUITY INDEX F1.9K shares0.00%2026-03-312026-05-04

Sponsored

IEF ISHARES TR1.5K shares0.00%2026-03-312026-05-04

FRDM EA SERIES TRUST2.6K shares300.00%2026-03-312026-05-04

SO SOUTHERN CO1.5K shares-5.20%2026-03-312026-05-04

JBL JABIL INC527 shares0.00%2026-03-312026-05-04

RDDT REDDIT INC1.0K shares126.42%2026-03-312026-05-04

IWY ISHARES TR559 shares0.00%2026-03-312026-05-04

NUE NUCOR CORP822 shares0.00%2026-03-312026-05-04

MEDTRONIC PLC MEDTRONIC PLC1.6K shares-68.78%2026-03-312026-05-04

Sponsored

PLTR PALANTIR TECHNOLOGIES INC940 shares1346.15%2026-03-312026-05-04

DJT TRUMP MEDIA & TECHNOLOGY GRO14.8K shares0.00%2026-03-312026-05-04

VOE VANGUARD INDEX FDS736 shares0.00%2026-03-312026-05-04

VFQY VANGUARD WELLINGTON FD900 shares0.00%2026-03-312026-05-04

FEOE RBB FUND TRUST2.6K sharesnew addition2026-03-312026-05-04

OGE OGE ENERGY CORP2.7K shares0.00%2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC385 shares6.65%2026-03-312026-05-04

ICOP ISHARES TR2.6K sharesnew addition2026-03-312026-05-04

Sponsored

VT VANGUARD INTL EQUITY INDEX F891 shares15.27%2026-03-312026-05-04

CACI CACI INTL INC225 shares0.00%2026-03-312026-05-04

INTU INTUIT283 shares0.00%2026-03-312026-05-04

AFL AFLAC INC1.1K shares-3.47%2026-03-312026-05-04

COHERENT CORP COHERENT CORP500 shares0.00%2026-03-312026-05-04

MCO MOODYS CORP270 shares0.00%2026-03-312026-05-04

IDXX IDEXX LABS INC205 shares0.00%2026-03-312026-05-04

PH PARKER-HANNIFIN CORP127 shares176.09%2026-03-312026-05-04

Sponsored

NVO NOVO-NORDISK A S3.1K shares44.28%2026-03-312026-05-04

NSC NORFOLK SOUTHN CORP394 shares-4.37%2026-03-312026-05-04

CLIP GLOBAL X FDS1.1K shares0.00%2026-03-312026-05-04

AXL DAUCH CORP19.0K shares-5.00%2026-03-312026-05-04

CDNS CADENCE DESIGN SYSTEM INC397 shares0.76%2026-03-312026-05-04

CGDV CAPITAL GROUP DIVIDEND VALUE2.6K shares0.00%2026-03-312026-05-04

DFAS DIMENSIONAL ETF TRUST1.5K shares0.00%2026-03-312026-05-04

ATGE COVISTA INC935 shares175.00%2026-03-312026-05-04

Sponsored

CRWD CROWDSTRIKE HLDGS INC274 shares0.00%2026-03-312026-05-04

YUMC YUM CHINA HLDGS INC2.1K shares0.00%2026-03-312026-05-04

ASTRAZENECA PLC ASTRAZENECA PLC528 sharesnew addition2026-03-312026-05-04

ES EVERSOURCE ENERGY1.5K shares-9.71%2026-03-312026-05-04

SNPS SYNOPSYS INC258 shares1.57%2026-03-312026-05-04

ELV ELEVANCE HEALTH INC FORMERLY349 shares0.00%2026-03-312026-05-04

CTVA CORTEVA INC1.2K shares-1.14%2026-03-312026-05-04

BMY BRISTOL-MYERS SQUIBB CO1.7K shares-7.37%2026-03-312026-05-04

Sponsored

STT STATE STR CORP800 shares0.00%2026-03-312026-05-04

CVS CVS HEALTH CORP1.3K shares0.00%2026-03-312026-05-04

LSTR LANDSTAR SYS INC600 shares0.00%2026-03-312026-05-04

SCHW SCHWAB CHARLES CORP1.0K shares-1.92%2026-03-312026-05-04

EPD ENTERPRISE PRODS PARTNERS L2.5K shares0.00%2026-03-312026-05-04

PPL PPL CORP2.5K shares0.00%2026-03-312026-05-04

ETFS GOLD TR ETFS GOLD TR2.1K shares0.00%2026-03-312026-05-04

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PPG PPG INDS INC868 shares-10.33%2026-03-312026-05-04

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HYD VANECK ETF TRUST1.8K shares0.00%2026-03-312026-05-04

COIN COINBASE GLOBAL INC515 shares9.57%2026-03-312026-05-04

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IJJ ISHARES TR660 shares0.00%2026-03-312026-05-04

PEG PUBLIC SVC ENTERPRISE GROUP1.1K shares-4.65%2026-03-312026-05-04

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COP CONOCOPHILLIPS654 shares6.17%2026-03-312026-05-04

UNM UNUM GROUP1.2K shares-4.54%2026-03-312026-05-04

DTD WISDOMTREE TR982 shares0.00%2026-03-312026-05-04

ESS ESSEX PPTY TR INC350 shares0.00%2026-03-312026-05-04

ESGU ISHARES TR588 shares0.00%2026-03-312026-05-04

JMEE J P MORGAN EXCHANGE TRADED F1.2K shares0.00%2026-03-312026-05-04

KR KROGER CO1.1K shares-1.31%2026-03-312026-05-04

DFAT DIMENSIONAL ETF TRUST1.3K shares0.00%2026-03-312026-05-04

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SCHD SCHWAB STRATEGIC TR2.6K shares0.00%2026-03-312026-05-04

FE FIRSTENERGY CORP1.6K shares0.00%2026-03-312026-05-04

LVS LAS VEGAS SANDS CORP1.4K shares0.00%2026-03-312026-05-04

LHX L3HARRIS TECHNOLOGIES INC221 shares-63.53%2026-03-312026-05-04

USPH U S PHYSICAL THERAPY1.0K shares0.00%2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR850 shares-3.19%2026-03-312026-05-04

PYPL PAYPAL HLDGS INC1.6K shares-1.86%2026-03-312026-05-04

BLACKSTONE INC BLACKSTONE INC640 shares0.00%2026-03-312026-05-04

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HRB BLOCK H & R INC2.3K shares0.00%2026-03-312026-05-04

ILMN ILLUMINA INC588 shares0.00%2026-03-312026-05-04

QCOM QUALCOMM INC561 shares0.00%2026-03-312026-05-04

CACC CREDIT ACCEP CORP MICH170 shares0.00%2026-03-312026-05-04

CARR CARRIER GLOBAL CORPORATION1.3K shares0.00%2026-03-312026-05-04

TGT TARGET CORP583 shares0.00%2026-03-312026-05-04

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC1.5K shares-0.91%2026-03-312026-05-04

BE BLOOM ENERGY CORP502 shares-13.30%2026-03-312026-05-04

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FVD FIRST TR EXCHANGE-TRADED FD1.4K shares0.00%2026-03-312026-05-04

MAR MARRIOTT INTL INC NEW199 shares0.00%2026-03-312026-05-04

NET CLOUDFLARE INC313 shares213.00%2026-03-312026-05-04

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IWV ISHARES TR171 shares0.00%2026-03-312026-05-04

TRMK TRUSTMARK CORP1.5K shares0.00%2026-03-312026-05-04

OKTA OKTA INC795 shares76.67%2026-03-312026-05-04

DELL DELL TECHNOLOGIES INC373 shares8.12%2026-03-312026-05-04

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AMP AMERIPRISE FINL INC137 shares0.00%2026-03-312026-05-04

DDOG DATADOG INC502 shares0.00%2026-03-312026-05-04

RGTI RIGETTI COMPUTING INC4.2K shares0.00%2026-03-312026-05-04

RGEN REPLIGEN CORP494 shares0.00%2026-03-312026-05-04

BP BP PLC1.2K shares0.00%2026-03-312026-05-04

WTAI WISDOMTREE TR2.0K sharesnew addition2026-03-312026-05-04

INTC INTEL CORP1.2K shares0.00%2026-03-312026-05-04

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INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T285 shares0.00%2026-03-312026-05-04

NU NU HLDGS LTD3.8K shares0.00%2026-03-312026-05-04

HON HONEYWELL INTL INC234 shares0.00%2026-03-312026-05-04

NVR NVR INC8 sharesnew addition2026-03-312026-05-04

QBTS D-WAVE QUANTUM INC3.6K shares0.00%2026-03-312026-05-04

ESGD ISHARES TR549 shares0.00%2026-03-312026-05-04

TMUS T-MOBILE US INC249 shares0.00%2026-03-312026-05-04

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PRCT PROCEPT BIOROBOTICS CORP2.0K shares59.62%2026-03-312026-05-04

TPR TAPESTRY INC356 shares0.00%2026-03-312026-05-04

PLPC PREFORMED LINE PRODS CO185 shares0.00%2026-03-312026-05-04

IBIT ISHARES BITCOIN TRUST ETF1.3K sharesnew addition2026-03-312026-05-04

CCL CARNIVAL CORP1.9K shares111.39%2026-03-312026-05-04

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QNITY ELECTRONICS INC QNITY ELECTRONICS INC425 shares-1.62%2026-03-312026-05-04

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JPRE J P MORGAN EXCHANGE TRADED F981 shares0.00%2026-03-312026-05-04

PANW PALO ALTO NETWORKS INC294 shares0.00%2026-03-312026-05-04

WBD WARNER BROS DISCOVERY INC1.7K shares-21.88%2026-03-312026-05-04

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BND VANGUARD BD INDEX FDS631 shares0.00%2026-03-312026-05-04

AFG AMERICAN FINANCIAL GROUP INC363 shares0.00%2026-03-312026-05-04

MGC VANGUARD WORLD FD195 shares0.00%2026-03-312026-05-04

THE CIGNA GROUP THE CIGNA GROUP172 shares0.00%2026-03-312026-05-04

CBU COMMUNITY FINANCIAL SYSTEM I780 shares0.00%2026-03-312026-05-04

CCJ CAMECO CORP420 shares140.00%2026-03-312026-05-04

NBIS NEBIUS GROUP N.V.436 shares111.65%2026-03-312026-05-04

SPHQ INVESCO EXCHANGE TRADED FD T597 shares0.00%2026-03-312026-05-04

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GNTX GENTEX CORP2.0K shares0.00%2026-03-312026-05-04

SOLV SOLVENTUM CORP669 shares0.00%2026-03-312026-05-04

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IWD ISHARES TR199 shares13.07%2026-03-312026-05-04

ACM AECOM500 shares0.00%2026-03-312026-05-04

ADP AUTOMATIC DATA PROCESSING IN205 shares0.00%2026-03-312026-05-04

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APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC372 shares0.00%2026-03-312026-05-04

MTDR MATADOR RES CO650 sharesnew addition2026-03-312026-05-04

WDFC WD 40 CO200 shares0.00%2026-03-312026-05-04

OWL BLUE OWL CAPITAL INC4.4K shares2100.00%2026-03-312026-05-04

XLV SELECT SECTOR SPDR TR273 shares137.39%2026-03-312026-05-04

D DOMINION ENERGY INC641 shares-11.10%2026-03-312026-05-04

VRT VERTIV HOLDINGS CO157 shares554.17%2026-03-312026-05-04

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CRWV COREWEAVE INC496 shares4.64%2026-03-312026-05-04

ASAN ASANA INC6.0K shares0.00%2026-03-312026-05-04

USAR USA RARE EARTH INC2.5K shares4.68%2026-03-312026-05-04

ALTG ALTA EQUIPMENT GROUP INC7.0K shares0.00%2026-03-312026-05-04

ENB ENBRIDGE INC695 shares0.00%2026-03-312026-05-04

INVH INVITATION HOMES INC1.5K shares0.00%2026-03-312026-05-04

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IYF ISHARES TR310 shares0.00%2026-03-312026-05-04

BHP BHP BILLITON LIMITED500 shares0.00%2026-03-312026-05-04

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SCHF SCHWAB STRATEGIC TR1.4K shares0.00%2026-03-312026-05-04

XLF SELECT SECTOR SPDR TR725 shares0.00%2026-03-312026-05-04

KMX CARMAX INC850 shares0.00%2026-03-312026-05-04

BSV VANGUARD BD INDEX FDS450 shares-57.55%2026-03-312026-05-04

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FBT FIRST TR EXCHANGE-TRADED FD175 shares0.00%2026-03-312026-05-04

KEYS KEYSIGHT TECHNOLOGIES INC123 shares0.00%2026-03-312026-05-04

EOT EATON VANCE NATL MUN OPPORT2.0K shares0.00%2026-03-312026-05-04

SLV ISHARES SILVER TR500 shares-33.33%2026-03-312026-05-04

PID INVESCO EXCHANGE TRADED FD T1.5K shares0.00%2026-03-312026-05-04

FJUL FIRST TR EXCHNG TRADED FD VI600 shares0.00%2026-03-312026-05-04

CHEF CHEFS WHSE INC550 shares0.00%2026-03-312026-05-04

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SYF SYNCHRONY FINANCIAL480 shares242.86%2026-03-312026-05-04

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SM SM ENERGY COMPANY1.0K sharesnew addition2026-03-312026-05-04

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CSX CSX CORP720 shares0.00%2026-03-312026-05-04

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BNDX VANGUARD CHARLOTTE FDS610 shares-1.13%2026-03-312026-05-04

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CLF CLEVELAND-CLIFFS INC NEW3.3K shares118.98%2026-03-312026-05-04

NKE NIKE INC527 shares55.00%2026-03-312026-05-04

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SCHG SCHWAB STRATEGIC TR951 sharesnew addition2026-03-312026-05-04

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AAL AMERICAN AIRLINES GROUP INC2.5K shares0.00%2026-03-312026-05-04

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FITB FIFTH THIRD BANCORP538 sharesnew addition2026-03-312026-05-04

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SPSM SPDR SERIES TRUST500 shares-5.66%2026-03-312026-05-04

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PSTG EVERPURE INC370 shares117.65%2026-03-312026-05-04

GEHC GE HEALTHCARE TECHNOLOGIES I302 shares-4.43%2026-03-312026-05-04

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NFG NATIONAL FUEL GAS CO200 shares-21.57%2026-03-312026-05-04

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URA GLOBAL X FDS200 shares0.00%2026-03-312026-05-04

SJM SMUCKER J M CO100 shares0.00%2026-03-312026-05-04

IBN ICICI BANK LIMITED371 shares0.00%2026-03-312026-05-04

VANGUARD INDEX FDS

0.53%

Shares544.2K

Event2026-03-31

Filed2026-05-04

AGG

ISHARES TR

2.21%

Shares1.1M

Event2026-03-31

Filed2026-05-04

SPDW

SPDR INDEX SHS FDS

1299466.13%

Shares1.6M

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

0.08%

Shares255.4K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

1.67%

Shares167.8K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

-60.43%

Shares435.6K

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD INTL EQUITY INDEX F

0.65%

Shares578.0K

Event2026-03-31

Filed2026-05-04

QUAL

ISHARES TR

-1.42%

Shares90.6K

Event2026-03-31

Filed2026-05-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares19

Event2026-03-31

Filed2026-05-04

VBR

VANGUARD INDEX FDS

-2.68%

Shares55.8K

Event2026-03-31

Filed2026-05-04

VXUS

VANGUARD STAR FDS

-1.62%

Shares131.3K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

10.79%

Shares26.5K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

-0.54%

Shares31.8K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

-1.23%

Shares15.1K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

0.00%

Shares19.5K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

0.06%

Shares24.8K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

0.06%

Shares17.4K

Event2026-03-31

Filed2026-05-04

VSS

VANGUARD INTL EQUITY INDEX F

0.37%

Shares28.5K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

-0.59%

Shares15.9K

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

0.00%

Shares8.9K

Event2026-03-31

Filed2026-05-04

ABBV

ABBVIE INC

-0.19%

Shares17.4K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

-0.85%

Shares49.5K

Event2026-03-31

Filed2026-05-04

LMBS

FIRST TR EXCHANGE-TRADED FD

0.82%

Shares66.5K

Event2026-03-31

Filed2026-05-04

NEE

NEXTERA ENERGY INC

-0.96%

Shares35.2K

Event2026-03-31

Filed2026-05-04

VBK

VANGUARD INDEX FDS

-3.15%

Shares10.5K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

3.40%

Shares9.8K

Event2026-03-31

Filed2026-05-04

MCK

MCKESSON CORP

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-04

VGT

VANGUARD WORLD FD

-0.22%

Shares4.1K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

-2.49%

Shares4.4K

Event2026-03-31

Filed2026-05-04

RJF

RAYMOND JAMES FINL INC

-0.81%

Shares19.1K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

-5.39%

Shares18.4K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

-0.54%

Shares15.6K

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORPORATION

-0.44%

Shares12.3K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

-0.43%

Shares7.9K

Event2026-03-31

Filed2026-05-04

BUFR

FIRST TR EXCHNG TRADED FD VI

-4.17%

Shares74.1K

Event2026-03-31

Filed2026-05-04

FSIG

FIRST TR EXCHANGE-TRADED FD

-14.97%

Shares131.8K

Event2026-03-31

Filed2026-05-04

MSI

MOTOROLA SOLUTIONS INC

2.78%

Shares5.1K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

-1.26%

Shares11.3K

Event2026-03-31

Filed2026-05-04

PEP

PEPSICO INC

0.00%

Shares13.3K

Event2026-03-31

Filed2026-05-04

EAGG

ISHARES TR

-4.05%

Shares43.5K

Event2026-03-31

Filed2026-05-04

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-04

AXP

AMERICAN EXPRESS CO

-3.02%

Shares6.4K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

22.44%

Shares10.8K

Event2026-03-31

Filed2026-05-04

COLGATE PALMOLIVE CO

0.00%

Shares21.5K

Event2026-03-31

Filed2026-05-04

ABT

ABBOTT LABORATORIES

0.00%

Shares17.7K

Event2026-03-31

Filed2026-05-04

COCA COLA CO

0.65%

Shares23.4K

Event2026-03-31

Filed2026-05-04

CRM

SALESFORCE INC

21.94%

Shares9.5K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

0.03%

Shares5.8K

Event2026-03-31

Filed2026-05-04

SYK

STRYKER CORPORATION

2.57%

Shares5.1K

Event2026-03-31

Filed2026-05-04

MCD

MCDONALDS CORP

-1.43%

Shares5.3K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

-2.50%

Shares13.2K

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC

-0.50%

Shares4.9K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

-1.28%

Shares12.7K

Event2026-03-31

Filed2026-05-04

EATON CORP PLC

-0.46%

Shares4.3K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-11.25%

Shares5.0K

Event2026-03-31

Filed2026-05-04

MERCK & CO INC

-5.23%

Shares11.5K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

-1.46%

Shares2.1K

Event2026-03-31

Filed2026-05-04

VTEB

VANGUARD MUN BD FDS

2.26%

Shares24.8K

Event2026-03-31

Filed2026-05-04

MPC

MARATHON PETE CORP

-0.96%

Shares5.0K

Event2026-03-31

Filed2026-05-04

UNP

UNION PAC CORP

1.08%

Shares4.8K

Event2026-03-31

Filed2026-05-04

DTE

DTE ENERGY CO

0.54%

Shares7.5K

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

0.07%

Shares3.0K

Event2026-03-31

Filed2026-05-04

VIG

VANGUARD SPECIALIZED FUNDS

-0.30%

Shares5.0K

Event2026-03-31

Filed2026-05-04

MMM

3M CO

-0.04%

Shares7.4K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

-4.19%

Shares1.8K

Event2026-03-31

Filed2026-05-04

ISTB

ISHARES TR

0.00%

Shares20.8K

Event2026-03-31

Filed2026-05-04

ITW

ILLINOIS TOOL WKS INC

-9.78%

Shares3.8K

Event2026-03-31

Filed2026-05-04

PHILIP MORRIS INTL INC

-1.44%

Shares5.9K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

-6.78%

Shares15.2K

Event2026-03-31

Filed2026-05-04

VDE

VANGUARD WORLD FD

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

-3.70%

Shares19.6K

Event2026-03-31

Filed2026-05-04

AMT

AMERICAN TOWER CORP

10.83%

Shares5.1K

Event2026-03-31

Filed2026-05-04

IWR

ISHARES TR

-0.86%

Shares8.9K

Event2026-03-31

Filed2026-05-04

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares12.2K

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

16.41%

Shares915

Event2026-03-31

Filed2026-05-04

EMR

EMERSON ELEC CO

-8.35%

Shares6.2K

Event2026-03-31

Filed2026-05-04

GEV

GE VERNOVA INC

-0.11%

Shares926

Event2026-03-31

Filed2026-05-04

DAN

DANA INC

0.00%

Shares24.0K

Event2026-03-31

Filed2026-05-04

DAL

DELTA AIR LINES INC

-2.60%

Shares12.0K

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR

-1.02%

Shares3.2K

Event2026-03-31

Filed2026-05-04

ADI

ANALOG DEVICES INC

3.66%

Shares2.5K

Event2026-03-31

Filed2026-05-04

IWN

ISHARES TR

-13.41%

Shares4.1K

Event2026-03-31

Filed2026-05-04

CSCO

CISCO SYS INC

-2.06%

Shares9.9K

Event2026-03-31

Filed2026-05-04

IBM

INTERNATIONAL BUSINESS MACHS

-0.57%

Shares3.1K

Event2026-03-31

Filed2026-05-04

OMC

OMNICOM GROUP INC

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-04