Sponsored

The Analysis of COLTON GROOME FINANCIAL ADVISORS, LLC's Holdings & P&L

Currently, COLTON GROOME FINANCIAL ADVISORS, LLC holds 137 types of securities in its portfolio with a total value $351.2M. In the most recent quarter, they have increased their positions in AGG (+21.7K shares, valued at $2.2M), TSM (+5.0K shares, valued at $1.7M), EFA (+14.7K shares, valued at $1.4M); decreased their positions in XLK (-8.3K shares, valued at $1.1M), KLAC (-633 shares, valued at $932.0K), N/A (-2.7K shares, valued at $838.8K); initiated new positions in TSM (+5.0K shares, valued at $1.7M), NXPI (+6.0K shares, valued at $1.2M), N/A (+2.2K shares, valued at $429.7K).

1M P&L

+11.4M+2.97%

3M P&L

+9.0M+2.34%

HY P&L

+35.9M+9.98%

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/A284.5M

85.7%

2Consumer Electronics7.4M

2.2%

3Software - Infrastructure6.8M

2.1%

Top Industries by Stock Count

1N/A77 stocks

62.1%

2Drug Manufacturers - General4 stocks

3.2%

3Semiconductors4 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR93.3K shares2.09%2026-03-312026-04-30

EFA ISHARES TR292.6K shares5.27%2026-03-312026-04-30

AGG ISHARES TR267.4K shares8.84%2026-03-312026-04-30

EEM ISHARES TR304.4K shares3.37%2026-03-312026-04-30

AAAU GOLDMAN SACHS PHYSICAL GOLD307.4K shares8.60%2026-03-312026-04-30

IGIB ISHARES TR246.1K shares8.35%2026-03-312026-04-30

IJH ISHARES TR166.2K shares5.80%2026-03-312026-04-30

XLY SELECT SECTOR SPDR TR69.6K shares17.89%2026-03-312026-04-30

Sponsored

QLTA ISHARES TR157.8K shares0.12%2026-03-312026-04-30

AAPL APPLE INC29.0K shares1.40%2026-03-312026-04-30

MSFT MICROSOFT CORP17.1K shares12.91%2026-03-312026-04-30

XLC SELECT SECTOR SPDR TR50.9K shares4.48%2026-03-312026-04-30

IBTI ISHARES TR212.1K shares-9.77%2026-03-312026-04-30

XLI SELECT SECTOR SPDR TR29.0K shares-1.24%2026-03-312026-04-30

SPSM SPDR SERIES TRUST96.3K shares7.86%2026-03-312026-04-30

BROADCOM INC BROADCOM INC14.7K shares-15.57%2026-03-312026-04-30

Sponsored

XLK SELECT SECTOR SPDR TR33.0K shares-20.13%2026-03-312026-04-30

SPDW SPDR INDEX SHS FDS91.6K shares-4.27%2026-03-312026-04-30

SPYM SPDR SERIES TRUST53.9K shares2.97%2026-03-312026-04-30

EMB ISHARES TR40.2K shares9.97%2026-03-312026-04-30

SPYG SPDR SERIES TRUST36.9K shares-0.51%2026-03-312026-04-30

XLV SELECT SECTOR SPDR TR24.3K shares-6.72%2026-03-312026-04-30

EWC ISHARES INC64.1K shares3.62%2026-03-312026-04-30

XLF SELECT SECTOR SPDR TR68.9K shares-2.88%2026-03-312026-04-30

Sponsored

ALPHABET INC ALPHABET INC11.3K shares2.19%2026-03-312026-04-30

SPEM SPDR INDEX SHS FDS68.0K shares-1.74%2026-03-312026-04-30

KLAC KLA CORP2.1K shares-23.38%2026-03-312026-04-30

FEZ SPDR INDEX SHS FDS46.2K shares8.25%2026-03-312026-04-30

IEFA ISHARES TR31.4K shares-1.18%2026-03-312026-04-30

V VISA INC9.1K shares3.18%2026-03-312026-04-30

XLE SELECT SECTOR SPDR TR38.2K shares1.77%2026-03-312026-04-30

SPYV SPDR SERIES TRUST40.0K shares-6.15%2026-03-312026-04-30

Sponsored

INVESCO QQQ TR INVESCO QQQ TR3.8K shares-2.02%2026-03-312026-04-30

XLU SELECT SECTOR SPDR TR46.9K shares3.96%2026-03-312026-04-30

AMGN AMGEN INC6.1K shares9.46%2026-03-312026-04-30

XLP SELECT SECTOR SPDR TR25.4K shares-3.01%2026-03-312026-04-30

WMT WALMART INC16.2K shares-1.98%2026-03-312026-04-30

MUB ISHARES TR17.7K shares17.01%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO6.3K shares2.13%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC14.3K shares1.65%2026-03-312026-04-30

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC5.0K sharesnew addition2026-03-312026-04-30

SPTM SPDR SERIES TRUST20.7K shares-6.60%2026-03-312026-04-30

SUB ISHARES TR14.8K shares0.68%2026-03-312026-04-30

MEDTRONIC PLC MEDTRONIC PLC18.0K shares6.16%2026-03-312026-04-30

QUAL ISHARES TR7.8K shares-14.00%2026-03-312026-04-30

VTI VANGUARD INDEX FDS4.3K shares-13.77%2026-03-312026-04-30

EATON CORP PLC EATON CORP PLC3.8K shares4.85%2026-03-312026-04-30

AMZN AMAZON COM INC6.5K shares0.36%2026-03-312026-04-30

Sponsored

PNC PNC FINL SVCS GROUP INC6.4K shares4.37%2026-03-312026-04-30

BLACKROCK INC BLACKROCK INC1.3K shares3.75%2026-03-312026-04-30

NXPI NXP SEMICONDUCTORS N V6.0K sharesnew addition2026-03-312026-04-30

VEA VANGUARD TAX-MANAGED FDS18.0K shares-5.53%2026-03-312026-04-30

IEMG ISHARES INC15.9K shares-1.67%2026-03-312026-04-30

QCOM QUALCOMM INC8.6K shares25.78%2026-03-312026-04-30

SCHW SCHWAB CHARLES CORP11.4K shares3.43%2026-03-312026-04-30

AMT AMERICAN TOWER CORP6.1K shares15.36%2026-03-312026-04-30

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares-4.15%2026-03-312026-04-30

IJR ISHARES TR7.5K shares-1.37%2026-03-312026-04-30

PEP PEPSICO INC5.9K shares4.46%2026-03-312026-04-30

GLD SPDR GOLD TR2.1K shares-8.79%2026-03-312026-04-30

XLB SELECT SECTOR SPDR TR17.6K shares146.36%2026-03-312026-04-30

EMR EMERSON ELEC CO6.6K shares16.99%2026-03-312026-04-30

TJX TJX COS INC NEW5.3K shares-0.94%2026-03-312026-04-30

MGV VANGUARD WORLD FD5.7K shares-7.11%2026-03-312026-04-30

Sponsored

ALPHABET INC ALPHABET INC2.7K shares-6.98%2026-03-312026-04-30

IDEV ISHARES TR9.1K shares-5.40%2026-03-312026-04-30

MGK VANGUARD WORLD FD2.0K shares1.39%2026-03-312026-04-30

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-30

XVV ISHARES TR13.8K shares31.51%2026-03-312026-04-30

SCHF SCHWAB STRATEGIC TR27.3K shares5.40%2026-03-312026-04-30

ACWX ISHARES TR9.5K shares-7.68%2026-03-312026-04-30

MA MASTERCARD INCORPORATED1.3K shares0.00%2026-03-312026-04-30

Sponsored

XOM EXXON MOBIL CORP3.8K shares-0.27%2026-03-312026-04-30

AFL AFLAC INC5.8K shares-45.18%2026-03-312026-04-30

IVW ISHARES TR5.5K shares-9.30%2026-03-312026-04-30

USIG ISHARES TR12.0K shares-0.63%2026-03-312026-04-30

GMUB GOLDMAN SACHS ETF TR11.8K shares3.51%2026-03-312026-04-30

VUG VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-04-30

SPMD SPDR SERIES TRUST9.5K shares0.06%2026-03-312026-04-30

LOW LOWES COS INC2.3K shares-4.50%2026-03-312026-04-30

Sponsored

MBB ISHARES TR5.6K shares-11.55%2026-03-312026-04-30

SCHX SCHWAB STRATEGIC TR19.9K shares0.00%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS848 shares-14.86%2026-03-312026-04-30

ORCL ORACLE CORP3.2K shares-13.44%2026-03-312026-04-30

KO COCA COLA CO6.1K shares0.00%2026-03-312026-04-30

APD AIR PRODUCTS AND CHEMICALS I1.6K shares12.46%2026-03-312026-04-30

SPAB SPDR SERIES TRUST17.6K shares-38.93%2026-03-312026-04-30

SCHG SCHWAB STRATEGIC TR14.9K shares-18.42%2026-03-312026-04-30

Sponsored

JNJ JOHNSON & JOHNSON1.8K shares0.28%2026-03-312026-04-30

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.2K sharesnew addition2026-03-312026-04-30

NVDA NVIDIA CORPORATION2.4K shares-5.63%2026-03-312026-04-30

VDE VANGUARD WORLD FD2.4K shares0.00%2026-03-312026-04-30

VWO VANGUARD INTL EQUITY INDEX F7.8K shares-0.38%2026-03-312026-04-30

SFST SOUTHERN FIRST BANCSHARES7.7K shares0.00%2026-03-312026-04-30

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D217 shares0.00%2026-03-312026-04-30

VIG VANGUARD SPECIALIZED FUNDS1.8K shares0.00%2026-03-312026-04-30

Sponsored

PYLD PIMCO ETF TR14.7K shares-0.66%2026-03-312026-04-30

META META PLATFORMS INC647 shares-2.27%2026-03-312026-04-30

USMV ISHARES TR3.9K shares-1.59%2026-03-312026-04-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.8K shares-4.54%2026-03-312026-04-30

GBF ISHARES TR3.3K shares0.00%2026-03-312026-04-30

ROST ROSS STORES INC1.6K shares0.00%2026-03-312026-04-30

PFE PFIZER INC11.9K shares0.00%2026-03-312026-04-30

CSCO CISCO SYS INC4.3K shares0.00%2026-03-312026-04-30

Sponsored

HD HOME DEPOT INC975 shares1.56%2026-03-312026-04-30

SYK STRYKER CORPORATION973 shares-2.51%2026-03-312026-04-30

CLH CLEAN HARBORS INC1.1K shares0.00%2026-03-312026-04-30

CMI CUMMINS INC580 shares0.00%2026-03-312026-04-30

XLRE SELECT SECTOR SPDR TR7.5K shares-10.46%2026-03-312026-04-30

MCD MCDONALDS CORP962 sharesnew addition2026-03-312026-04-30

IVE ISHARES TR1.4K shares-11.93%2026-03-312026-04-30

VGT VANGUARD WORLD FD417 shares-27.73%2026-03-312026-04-30

Sponsored

SPY STATE STR SPDR S&P 500 ETF T438 shares-0.45%2026-03-312026-04-30

PG PROCTER & GAMBLE CO1.9K shares-2.07%2026-03-312026-04-30

VTV VANGUARD INDEX FDS1.4K shares-4.42%2026-03-312026-04-30

ITOT ISHARES TR1.9K shares-0.37%2026-03-312026-04-30

EAGG ISHARES TR5.6K shares0.89%2026-03-312026-04-30

EFAX SPDR INDEX SHS FDS5.4K shares5.50%2026-03-312026-04-30

VEU VANGUARD INTL EQUITY INDEX F3.5K shares0.00%2026-03-312026-04-30

ABBV ABBVIE INC1.2K shares0.00%2026-03-312026-04-30

Sponsored

TFI SPDR SERIES TRUST5.8K shares3.60%2026-03-312026-04-30

IGLB ISHARES TR5.1K sharesnew addition2026-03-312026-04-30

TOTL SSGA ACTIVE ETF TR6.2K shares-18.66%2026-03-312026-04-30

USEP INNOVATOR ETFS TRUST6.3K shares0.00%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS1.0K shares-2.06%2026-03-312026-04-30

SCHA SCHWAB STRATEGIC TR8.3K shares0.00%2026-03-312026-04-30

ACGL ARCH CAP GROUP LTD2.5K shares-1.97%2026-03-312026-04-30

VGK VANGUARD INTL EQUITY INDEX F2.9K shares0.00%2026-03-312026-04-30

Sponsored

PRK PARK NATL CORP1.4K shares0.00%2026-03-312026-04-30

BNDX VANGUARD CHARLOTTE FDS4.6K shares7.25%2026-03-312026-04-30

FTEC FIDELITY COVINGTON TRUST1.0K shares0.00%2026-03-312026-04-30

SO SOUTHERN CO2.2K sharesnew addition2026-03-312026-04-30

CVX CHEVRON CORPORATION1.0K sharesnew addition2026-03-312026-04-30

SYY SYSCO CORP2.9K shares-12.75%2026-03-312026-04-30

AXP AMERICAN EXPRESS CO674 shares-1.61%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION201 sharesnew addition2026-03-312026-04-30

Sponsored

GBDC GOLUB CAP BDC INC12.1K shares6.05%2026-03-312026-04-30

IVV

ISHARES TR

2.09%

Shares93.3K

Event2026-03-31

Filed2026-04-30

EFA

ISHARES TR

5.27%

Shares292.6K

Event2026-03-31

Filed2026-04-30

AGG

ISHARES TR

8.84%

Shares267.4K

Event2026-03-31

Filed2026-04-30

EEM

ISHARES TR

3.37%

Shares304.4K

Event2026-03-31

Filed2026-04-30

AAAU

GOLDMAN SACHS PHYSICAL GOLD

8.60%

Shares307.4K

Event2026-03-31

Filed2026-04-30

IGIB

ISHARES TR

8.35%

Shares246.1K

Event2026-03-31

Filed2026-04-30

IJH

ISHARES TR

5.80%

Shares166.2K

Event2026-03-31

Filed2026-04-30

XLY

SELECT SECTOR SPDR TR

17.89%

Shares69.6K

Event2026-03-31

Filed2026-04-30

QLTA

ISHARES TR

0.12%

Shares157.8K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

1.40%

Shares29.0K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

12.91%

Shares17.1K

Event2026-03-31

Filed2026-04-30

XLC

SELECT SECTOR SPDR TR

4.48%

Shares50.9K

Event2026-03-31

Filed2026-04-30

IBTI

ISHARES TR

-9.77%

Shares212.1K

Event2026-03-31

Filed2026-04-30

XLI

SELECT SECTOR SPDR TR

-1.24%

Shares29.0K

Event2026-03-31

Filed2026-04-30

SPSM

SPDR SERIES TRUST

7.86%

Shares96.3K

Event2026-03-31

Filed2026-04-30

BROADCOM INC

-15.57%

Shares14.7K

Event2026-03-31

Filed2026-04-30

XLK

SELECT SECTOR SPDR TR

-20.13%

Shares33.0K

Event2026-03-31

Filed2026-04-30

SPDW

SPDR INDEX SHS FDS

-4.27%

Shares91.6K

Event2026-03-31

Filed2026-04-30

SPYM

SPDR SERIES TRUST

2.97%

Shares53.9K

Event2026-03-31

Filed2026-04-30

EMB

ISHARES TR

9.97%

Shares40.2K

Event2026-03-31

Filed2026-04-30

SPYG

SPDR SERIES TRUST

-0.51%

Shares36.9K

Event2026-03-31

Filed2026-04-30

XLV

SELECT SECTOR SPDR TR

-6.72%

Shares24.3K

Event2026-03-31

Filed2026-04-30

EWC

ISHARES INC

3.62%

Shares64.1K

Event2026-03-31

Filed2026-04-30

XLF

SELECT SECTOR SPDR TR

-2.88%

Shares68.9K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

2.19%

Shares11.3K

Event2026-03-31

Filed2026-04-30

SPEM

SPDR INDEX SHS FDS

-1.74%

Shares68.0K

Event2026-03-31

Filed2026-04-30

KLAC

KLA CORP

-23.38%

Shares2.1K

Event2026-03-31

Filed2026-04-30

FEZ

SPDR INDEX SHS FDS

8.25%

Shares46.2K

Event2026-03-31

Filed2026-04-30

IEFA

ISHARES TR

-1.18%

Shares31.4K

Event2026-03-31

Filed2026-04-30

VISA INC

3.18%

Shares9.1K

Event2026-03-31

Filed2026-04-30

XLE

SELECT SECTOR SPDR TR

1.77%

Shares38.2K

Event2026-03-31

Filed2026-04-30

SPYV

SPDR SERIES TRUST

-6.15%

Shares40.0K

Event2026-03-31

Filed2026-04-30

INVESCO QQQ TR

-2.02%

Shares3.8K

Event2026-03-31

Filed2026-04-30

XLU

SELECT SECTOR SPDR TR

3.96%

Shares46.9K

Event2026-03-31

Filed2026-04-30

AMGN

AMGEN INC

9.46%

Shares6.1K

Event2026-03-31

Filed2026-04-30

XLP

SELECT SECTOR SPDR TR

-3.01%

Shares25.4K

Event2026-03-31

Filed2026-04-30

WMT

WALMART INC

-1.98%

Shares16.2K

Event2026-03-31

Filed2026-04-30

MUB

ISHARES TR

17.01%

Shares17.7K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO

2.13%

Shares6.3K

Event2026-03-31

Filed2026-04-30

MERCK & CO INC

1.65%

Shares14.3K

Event2026-03-31

Filed2026-04-30

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares5.0K

Event2026-03-31

Filed2026-04-30

SPTM

SPDR SERIES TRUST

-6.60%

Shares20.7K

Event2026-03-31

Filed2026-04-30

SUB

ISHARES TR

0.68%

Shares14.8K

Event2026-03-31

Filed2026-04-30

MEDTRONIC PLC

6.16%

Shares18.0K

Event2026-03-31

Filed2026-04-30

QUAL

ISHARES TR

-14.00%

Shares7.8K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD INDEX FDS

-13.77%

Shares4.3K

Event2026-03-31

Filed2026-04-30

EATON CORP PLC

4.85%

Shares3.8K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

0.36%

Shares6.5K

Event2026-03-31

Filed2026-04-30

PNC

PNC FINL SVCS GROUP INC

4.37%

Shares6.4K

Event2026-03-31

Filed2026-04-30

BLACKROCK INC

3.75%

Shares1.3K

Event2026-03-31

Filed2026-04-30

NXPI

NXP SEMICONDUCTORS N V

New

Shares6.0K

Event2026-03-31

Filed2026-04-30

VEA

VANGUARD TAX-MANAGED FDS

-5.53%

Shares18.0K

Event2026-03-31

Filed2026-04-30

IEMG

ISHARES INC

-1.67%

Shares15.9K

Event2026-03-31

Filed2026-04-30

QCOM

QUALCOMM INC

25.78%

Shares8.6K

Event2026-03-31

Filed2026-04-30

SCHW

SCHWAB CHARLES CORP

3.43%

Shares11.4K

Event2026-03-31

Filed2026-04-30

AMT

AMERICAN TOWER CORP

15.36%

Shares6.1K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL

-4.15%

Shares2.0K

Event2026-03-31

Filed2026-04-30

IJR

ISHARES TR

-1.37%

Shares7.5K

Event2026-03-31

Filed2026-04-30

PEP

PEPSICO INC

4.46%

Shares5.9K

Event2026-03-31

Filed2026-04-30

GLD

SPDR GOLD TR

-8.79%

Shares2.1K

Event2026-03-31

Filed2026-04-30

XLB

SELECT SECTOR SPDR TR

146.36%

Shares17.6K

Event2026-03-31

Filed2026-04-30

EMR

EMERSON ELEC CO

16.99%

Shares6.6K

Event2026-03-31

Filed2026-04-30

TJX

TJX COS INC NEW

-0.94%

Shares5.3K

Event2026-03-31

Filed2026-04-30

MGV

VANGUARD WORLD FD

-7.11%

Shares5.7K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-6.98%

Shares2.7K

Event2026-03-31

Filed2026-04-30

IDEV

ISHARES TR

-5.40%

Shares9.1K

Event2026-03-31

Filed2026-04-30

MGK

VANGUARD WORLD FD

1.39%

Shares2.0K

Event2026-03-31

Filed2026-04-30

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-30

XVV

ISHARES TR

31.51%

Shares13.8K

Event2026-03-31

Filed2026-04-30

SCHF

SCHWAB STRATEGIC TR

5.40%

Shares27.3K

Event2026-03-31

Filed2026-04-30

ACWX

ISHARES TR

-7.68%

Shares9.5K

Event2026-03-31

Filed2026-04-30

MASTERCARD INCORPORATED

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

-0.27%

Shares3.8K

Event2026-03-31

Filed2026-04-30

AFL

AFLAC INC

-45.18%

Shares5.8K

Event2026-03-31

Filed2026-04-30

IVW

ISHARES TR

-9.30%

Shares5.5K

Event2026-03-31

Filed2026-04-30

USIG

ISHARES TR

-0.63%

Shares12.0K

Event2026-03-31

Filed2026-04-30

GMUB

GOLDMAN SACHS ETF TR

3.51%

Shares11.8K

Event2026-03-31

Filed2026-04-30

VUG

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-30

SPMD

SPDR SERIES TRUST

0.06%

Shares9.5K

Event2026-03-31

Filed2026-04-30

LOW

LOWES COS INC

-4.50%

Shares2.3K

Event2026-03-31

Filed2026-04-30

MBB

ISHARES TR

-11.55%

Shares5.6K

Event2026-03-31

Filed2026-04-30

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares19.9K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

-14.86%

Shares848

Event2026-03-31

Filed2026-04-30

ORCL

ORACLE CORP

-13.44%

Shares3.2K

Event2026-03-31

Filed2026-04-30

COCA COLA CO

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-30

APD

AIR PRODUCTS AND CHEMICALS I

12.46%

Shares1.6K

Event2026-03-31

Filed2026-04-30

SPAB

SPDR SERIES TRUST

-38.93%

Shares17.6K

Event2026-03-31

Filed2026-04-30

SCHG

SCHWAB STRATEGIC TR

-18.42%

Shares14.9K

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON

0.28%

Shares1.8K

Event2026-03-31

Filed2026-04-30

ACCENTURE PLC IRELAND

New

Shares2.2K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

-5.63%

Shares2.4K

Event2026-03-31

Filed2026-04-30

VDE

VANGUARD WORLD FD

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-30

VWO

VANGUARD INTL EQUITY INDEX F

-0.38%

Shares7.8K

Event2026-03-31

Filed2026-04-30

SFST

SOUTHERN FIRST BANCSHARES

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-30

FIRST CTZNS BANCSHARES INC D

0.00%

Shares217

Event2026-03-31

Filed2026-04-30

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-30

PYLD

PIMCO ETF TR

-0.66%

Shares14.7K

Event2026-03-31

Filed2026-04-30