Sponsored

The Analysis of Connecticut Wealth Management, LLC's Holdings & P&L

Currently, Connecticut Wealth Management, LLC holds 327 types of securities in its portfolio with a total value $2.4B. In the most recent quarter, they have increased their positions in IEMG (+1.3M shares, valued at $90.0M), SPYV (+640.3K shares, valued at $36.2M), IBTH (+1.0M shares, valued at $23.1M); decreased their positions in IJH (-398.1K shares, valued at $26.9M), QUAL (-37.9K shares, valued at $7.3M), VO (-19.2K shares, valued at $5.5M); initiated new positions in VCIT (+13.7K shares, valued at $1.1M), XLE (+18.2K shares, valued at $1.1M), MBB (+10.5K shares, valued at $1.0M).

1M P&L

+26.7M+1.07%

3M P&L

-602.3M-19.28%

HY P&L

-446.8M-15.05%

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/A2.0B

86.6%

2Aerospace & Defense30.8M

1.4%

3Consumer Electronics29.4M

1.3%

Top Industries by Stock Count

1N/A135 stocks

44.9%

2Specialty Industrial Machinery9 stocks

3.0%

3Software - Application7 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYV SPDR SERIES TRUST4.3M shares17.52%2026-03-312026-05-01

IEFA ISHARES TR2.6M shares10.06%2026-03-312026-05-01

SPYG SPDR SERIES TRUST2.1M shares8.75%2026-03-312026-05-01

QUAL ISHARES TR985.9K shares-3.70%2026-03-312026-05-01

IEMG ISHARES INC2.0M shares171.60%2026-03-312026-05-01

IJH ISHARES TR1.4M shares-21.63%2026-03-312026-05-01

VEA VANGUARD TAX-MANAGED FDS1.2M shares0.45%2026-03-312026-05-01

IJR ISHARES TR506.2K shares-6.90%2026-03-312026-05-01

Sponsored

VO VANGUARD INDEX FDS193.0K shares-9.06%2026-03-312026-05-01

VUG VANGUARD INDEX FDS125.8K shares2.05%2026-03-312026-05-01

IBTG ISHARES TR1.8M shares35.58%2026-03-312026-05-01

VIG VANGUARD SPECIALIZED FUNDS189.7K shares-0.17%2026-03-312026-05-01

IVW ISHARES TR353.9K shares-8.12%2026-03-312026-05-01

VB VANGUARD INDEX FDS142.3K shares-5.04%2026-03-312026-05-01

VTI VANGUARD INDEX FDS114.9K shares-1.62%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR58.9K shares1.76%2026-03-312026-05-01

Sponsored

VXUS VANGUARD STAR FDS430.2K shares-4.48%2026-03-312026-05-01

RTX RTX CORPORATION154.6K shares-3.57%2026-03-312026-05-01

AAPL APPLE INC116.0K shares0.33%2026-03-312026-05-01

IBTH ISHARES TR1.2M shares490.10%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T42.0K shares7.63%2026-03-312026-05-01

VOOG VANGUARD ADMIRAL FDS INC61.2K shares-0.78%2026-03-312026-05-01

DTD WISDOMTREE TR268.9K shares0.00%2026-03-312026-05-01

ICF ISHARES TR308.9K shares-21.95%2026-03-312026-05-01

Sponsored

MSFT MICROSOFT CORP50.6K shares-0.69%2026-03-312026-05-01

VMBS VANGUARD SCOTTSDALE FDS360.0K shares-8.83%2026-03-312026-05-01

NVDA NVIDIA CORPORATION89.3K shares-0.86%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS23.0K shares6.85%2026-03-312026-05-01

IWP ISHARES TR100.9K shares0.11%2026-03-312026-05-01

IWF ISHARES TR29.1K shares1.96%2026-03-312026-05-01

ALPHABET INC ALPHABET INC38.5K shares-3.38%2026-03-312026-05-01

IVV ISHARES TR16.8K shares0.59%2026-03-312026-05-01

Sponsored

VTV VANGUARD INDEX FDS52.9K shares2.11%2026-03-312026-05-01

ALPHABET INC ALPHABET INC33.4K shares-5.56%2026-03-312026-05-01

VOT VANGUARD INDEX FDS36.5K shares-5.13%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T46.3K shares-4.63%2026-03-312026-05-01

MUB ISHARES TR80.6K shares-25.48%2026-03-312026-05-01

VOOV VANGUARD ADMIRAL FDS INC41.1K shares0.00%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL17.4K shares-3.82%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO27.3K shares-5.75%2026-03-312026-05-01

Sponsored

AMZN AMAZON COM INC36.9K shares-2.47%2026-03-312026-05-01

VNQ VANGUARD INDEX FDS86.3K shares-7.84%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION7.6K shares-2.53%2026-03-312026-05-01

OTIS OTIS WORLDWIDE CORP97.6K shares-5.71%2026-03-312026-05-01

DGRO ISHARES TR101.1K shares0.00%2026-03-312026-05-01

BROADCOM INC BROADCOM INC21.1K shares4.72%2026-03-312026-05-01

EFA ISHARES TR66.2K shares6.09%2026-03-312026-05-01

CARR CARRIER GLOBAL CORPORATION108.4K shares-3.35%2026-03-312026-05-01

Sponsored

V VISA INC19.3K shares-0.42%2026-03-312026-05-01

ACGL ARCH CAP GROUP LTD57.4K shares0.00%2026-03-312026-05-01

VGT VANGUARD WORLD FD7.8K shares10.84%2026-03-312026-05-01

MCO MOODYS CORP11.9K shares-28.93%2026-03-312026-05-01

REGL PROSHARES TR60.2K shares-6.01%2026-03-312026-05-01

TER TERADYNE INC15.8K shares-1.10%2026-03-312026-05-01

GVI ISHARES TR43.6K shares0.76%2026-03-312026-05-01

HD HOME DEPOT INC14.0K shares-3.09%2026-03-312026-05-01

Sponsored

SHY ISHARES TR55.3K shares24.41%2026-03-312026-05-01

HEZU ISHARES TR100.3K shares-9.69%2026-03-312026-05-01

AIG AMERICAN INTL GROUP INC58.2K shares-0.04%2026-03-312026-05-01

BOND PIMCO ETF TR46.3K shares-24.10%2026-03-312026-05-01

VCSH VANGUARD SCOTTSDALE FDS53.4K shares-6.91%2026-03-312026-05-01

HDV ISHARES TR29.6K shares-0.33%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON16.4K shares1.32%2026-03-312026-05-01

IWM ISHARES TR16.2K shares-15.86%2026-03-312026-05-01

Sponsored

IOO ISHARES TR32.1K shares-6.14%2026-03-312026-05-01

XOM EXXON MOBIL CORP22.7K shares8.27%2026-03-312026-05-01

BSV VANGUARD BD INDEX FDS49.1K shares-7.08%2026-03-312026-05-01

IWS ISHARES TR26.1K shares0.59%2026-03-312026-05-01

IWB ISHARES TR10.5K shares54.74%2026-03-312026-05-01

CAT CATERPILLAR INC5.3K shares2.05%2026-03-312026-05-01

VWO VANGUARD INTL EQUITY INDEX F68.4K shares17.17%2026-03-312026-05-01

LLY ELI LILLY & CO4.0K shares1.39%2026-03-312026-05-01

Sponsored

IBM INTERNATIONAL BUSINESS MACHS14.5K shares-0.92%2026-03-312026-05-01

XLV SELECT SECTOR SPDR TR22.9K shares36.02%2026-03-312026-05-01

IYW ISHARES TR18.4K shares0.85%2026-03-312026-05-01

PAVE GLOBAL X FDS64.7K shares24.18%2026-03-312026-05-01

SDY SPDR SERIES TRUST22.1K shares-0.37%2026-03-312026-05-01

VBK VANGUARD INDEX FDS10.6K shares-0.69%2026-03-312026-05-01

VYM VANGUARD WHITEHALL FDS21.4K shares1.21%2026-03-312026-05-01

META META PLATFORMS INC5.5K shares-14.53%2026-03-312026-05-01

Sponsored

MCK MCKESSON CORP3.5K shares0.20%2026-03-312026-05-01

SPYM SPDR SERIES TRUST39.7K shares14.09%2026-03-312026-05-01

CTAS CINTAS CORP16.5K shares-1.05%2026-03-312026-05-01

NEE NEXTERA ENERGY INC29.6K shares-1.84%2026-03-312026-05-01

NOBL PROSHARES TR25.3K shares-3.82%2026-03-312026-05-01

PG PROCTER & GAMBLE CO18.5K shares5.55%2026-03-312026-05-01

TJX TJX COS INC NEW16.3K shares-8.24%2026-03-312026-05-01

UNP UNION PAC CORP10.2K shares-4.50%2026-03-312026-05-01

Sponsored

IJT ISHARES TR17.0K shares0.63%2026-03-312026-05-01

MDY STATE STR SPDR S&P MIDCAP 404.0K shares-12.30%2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MANUFAC6.9K shares-0.13%2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE8.2K shares-3.01%2026-03-312026-05-01

TMO THERMO FISHER SCIENTIFIC INC4.6K shares-7.67%2026-03-312026-05-01

TDIV FIRST TR EXCHANGE TRADED FD24.0K shares0.00%2026-03-312026-05-01

WMT WALMART INC17.3K shares9.37%2026-03-312026-05-01

IXUS ISHARES TR24.7K shares-7.66%2026-03-312026-05-01

Sponsored

HON HONEYWELL INTL INC9.4K shares-22.25%2026-03-312026-05-01

PEP PEPSICO INC13.6K shares4.21%2026-03-312026-05-01

AMGN AMGEN INC5.8K shares0.17%2026-03-312026-05-01

AMP AMERIPRISE FINL INC4.4K shares0.00%2026-03-312026-05-01

DIA STATE STR SPDR DOW JONES IND4.1K shares6.58%2026-03-312026-05-01

FBND FIDELITY MERRIMACK STR TR41.9K shares-4.13%2026-03-312026-05-01

SNA SNAP ON INC5.2K shares-0.82%2026-03-312026-05-01

GEV GE VERNOVA INC2.1K shares2.70%2026-03-312026-05-01

Sponsored

ABBV ABBVIE INC8.2K shares0.23%2026-03-312026-05-01

APH AMPHENOL CORP13.7K shares0.71%2026-03-312026-05-01

CMI CUMMINS INC3.2K shares-12.19%2026-03-312026-05-01

PFF ISHARES TR55.9K shares-24.48%2026-03-312026-05-01

ORCL ORACLE CORP11.3K shares-9.92%2026-03-312026-05-01

MAR MARRIOTT INTL INC NEW5.1K shares-0.96%2026-03-312026-05-01

AXS AXIS CAP HLDGS LTD16.1K shares10.96%2026-03-312026-05-01

ORLY OREILLY AUTOMOTIVE INC17.5K shares-2.73%2026-03-312026-05-01

Sponsored

UNH UNITEDHEALTH GROUP INC5.9K shares-10.22%2026-03-312026-05-01

MTB M & T BK CORP7.6K shares-14.83%2026-03-312026-05-01

THE CIGNA GROUP THE CIGNA GROUP5.9K shares-8.78%2026-03-312026-05-01

TSLA TESLA INC4.2K shares39.29%2026-03-312026-05-01

ADP AUTOMATIC DATA PROCESSING IN7.7K shares-1.99%2026-03-312026-05-01

TOTL SSGA ACTIVE ETF TR38.7K shares-1.28%2026-03-312026-05-01

VEU VANGUARD INTL EQUITY INDEX F20.4K shares-1.91%2026-03-312026-05-01

VPU VANGUARD WORLD FD7.7K shares-29.40%2026-03-312026-05-01

Sponsored

IWO ISHARES TR4.9K shares-8.06%2026-03-312026-05-01

MCD MCDONALDS CORP4.9K shares-8.03%2026-03-312026-05-01

CVX CHEVRON CORPORATION7.2K shares-6.26%2026-03-312026-05-01

BAC BANK AMERICA CORP30.3K shares-0.88%2026-03-312026-05-01

IWD ISHARES TR6.8K shares10.95%2026-03-312026-05-01

DFAC DIMENSIONAL ETF TRUST37.1K shares-0.46%2026-03-312026-05-01

IWR ISHARES TR14.5K shares0.00%2026-03-312026-05-01

DHR DANAHER CORP DEL7.0K shares-9.93%2026-03-312026-05-01

Sponsored

RPV INVESCO EXCHANGE TRADED FD T11.9K shares0.00%2026-03-312026-05-01

PGR PROGRESSIVE CORP6.5K shares0.94%2026-03-312026-05-01

PH PARKER-HANNIFIN CORP1.4K shares4.54%2026-03-312026-05-01

BLACKSTONE INC BLACKSTONE INC11.1K shares-4.88%2026-03-312026-05-01

ROK ROCKWELL AUTOMATION INC3.4K shares0.00%2026-03-312026-05-01

XLC SELECT SECTOR SPDR TR11.0K shares3.55%2026-03-312026-05-01

FAST FASTENAL CO25.8K shares-1.57%2026-03-312026-05-01

VRTX VERTEX PHARMACEUTICALS INC2.7K shares0.19%2026-03-312026-05-01

Sponsored

ITW ILLINOIS TOOL WKS INC4.5K shares-12.44%2026-03-312026-05-01

MERCK & CO INC MERCK & CO INC9.8K shares6.10%2026-03-312026-05-01

HUBBELL INC HUBBELL INC2.4K shares-0.25%2026-03-312026-05-01

CSCO CISCO SYS INC14.9K shares-10.86%2026-03-312026-05-01

VCIT VANGUARD SCOTTSDALE FDS13.7K sharesnew addition2026-03-312026-05-01

BLACKROCK INC BLACKROCK INC1.2K shares0.95%2026-03-312026-05-01

SLYV SPDR SERIES TRUST11.8K shares0.00%2026-03-312026-05-01

XLE SELECT SECTOR SPDR TR18.2K sharesnew addition2026-03-312026-05-01

Sponsored

XLF SELECT SECTOR SPDR TR22.3K shares95.23%2026-03-312026-05-01

ULS UL SOLUTIONS INC12.7K shares0.00%2026-03-312026-05-01

MA MASTERCARD INCORPORATED2.2K shares0.84%2026-03-312026-05-01

AUB ATLANTIC UN BANKSHARES CORP30.2K shares0.00%2026-03-312026-05-01

GLW CORNING INC7.9K shares0.95%2026-03-312026-05-01

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.4K shares-14.69%2026-03-312026-05-01

CB CHUBB LTD SWITZ3.2K shares-11.31%2026-03-312026-05-01

MBB ISHARES TR10.5K sharesnew addition2026-03-312026-05-01

Sponsored

EEM ISHARES TR17.6K shares0.00%2026-03-312026-05-01

LOW LOWES COS INC4.2K shares0.00%2026-03-312026-05-01

AGG ISHARES TR10.0K shares-8.81%2026-03-312026-05-01

DES WISDOMTREE TR27.5K shares0.00%2026-03-312026-05-01

DON WISDOMTREE TR18.7K shares-16.13%2026-03-312026-05-01

BIV VANGUARD BD INDEX FDS12.7K shares0.38%2026-03-312026-05-01

TRV TRAVELERS COMPANIES INC3.3K shares10.90%2026-03-312026-05-01

ACWV ISHARES INC8.2K sharesnew addition2026-03-312026-05-01

Sponsored

ABT ABBOTT LABORATORIES9.4K shares-7.03%2026-03-312026-05-01

GS GOLDMAN SACHS GROUP INC1.1K shares1.01%2026-03-312026-05-01

SCHD SCHWAB STRATEGIC TR30.0K shares1.35%2026-03-312026-05-01

MDYG SPDR SERIES TRUST9.6K shares0.00%2026-03-312026-05-01

NFLX NETFLIX INC.9.5K shares-0.52%2026-03-312026-05-01

GLD SPDR GOLD TR2.1K shares7.48%2026-03-312026-05-01

IVE ISHARES TR4.3K shares-5.12%2026-03-312026-05-01

HRZN HORIZON TECHNOLOGY FIN CORP213.8K shares0.46%2026-03-312026-05-01

Sponsored

AME AMETEK INC4.2K shares30.49%2026-03-312026-05-01

VOE VANGUARD INDEX FDS4.8K shares-1.50%2026-03-312026-05-01

VLO VALERO ENERGY CORP3.5K shares78.82%2026-03-312026-05-01

FDL FIRST TR EXCHANGE-TRADED FD17.0K shares0.00%2026-03-312026-05-01

NOW SERVICENOW INC8.2K shares-0.02%2026-03-312026-05-01

DE DEERE & CO1.5K shares7.61%2026-03-312026-05-01

CSX CSX CORP20.8K shares18.84%2026-03-312026-05-01

SLYG SPDR SERIES TRUST8.8K shares-9.85%2026-03-312026-05-01

Sponsored

ESGE ISHARES INC18.3K shares-9.49%2026-03-312026-05-01

AJG GALLAGHER ARTHUR J & CO3.8K shares0.00%2026-03-312026-05-01

SHW SHERWIN WILLIAMS CO2.5K shares-0.90%2026-03-312026-05-01

TXN TEXAS INSTRS INC4.1K shares-1.86%2026-03-312026-05-01

ECL ECOLAB INC2.9K shares-1.77%2026-03-312026-05-01

HAL HALLIBURTON CO19.5K shares0.43%2026-03-312026-05-01

AON PLC AON PLC2.3K shares0.00%2026-03-312026-05-01

KO COCA COLA CO9.9K shares5.56%2026-03-312026-05-01

Sponsored

VHT VANGUARD WORLD FD2.7K shares-2.91%2026-03-312026-05-01

IWN ISHARES TR3.9K shares-10.71%2026-03-312026-05-01

IJJ ISHARES TR5.6K shares0.00%2026-03-312026-05-01

IHI ISHARES TR13.8K shares-0.58%2026-03-312026-05-01

HIG HARTFORD INSURANCE GROUP INC5.4K shares-25.71%2026-03-312026-05-01

LH LABCORP HOLDINGS INC2.7K shares0.00%2026-03-312026-05-01

BND VANGUARD BD INDEX FDS9.8K shares-30.08%2026-03-312026-05-01

ASML ASML HLDG NV544 shares-5.39%2026-03-312026-05-01

Sponsored

TT TRANE TECHNOLOGIES PLC1.7K shares-14.19%2026-03-312026-05-01

GLP GLOBAL PARTNERS LP16.6K sharesnew addition2026-03-312026-05-01

CTSH COGNIZANT TECHNOLOGY SOLUTIO11.4K shares-34.83%2026-03-312026-05-01

ALC ALCON AG9.2K shares-0.14%2026-03-312026-05-01

AXP AMERICAN EXPRESS CO2.3K shares1.21%2026-03-312026-05-01

FIX COMFORT SYS USA INC488 shares0.00%2026-03-312026-05-01

APD AIR PRODUCTS AND CHEMICALS I2.3K shares-1.56%2026-03-312026-05-01

PWR QUANTA SVCS INC1.2K shares-5.16%2026-03-312026-05-01

Sponsored

WM WASTE MGMT INC DEL2.8K shares-1.23%2026-03-312026-05-01

INDA ISHARES TR13.8K shares-16.35%2026-03-312026-05-01

CWB SPDR SERIES TRUST7.0K shares0.00%2026-03-312026-05-01

IT GARTNER INC4.0K shares-28.35%2026-03-312026-05-01

MS MORGAN STANLEY3.8K shares-19.86%2026-03-312026-05-01

RFG INVESCO EXCHANGE TRADED FD T11.3K shares0.00%2026-03-312026-05-01

EMR EMERSON ELEC CO4.7K shares-7.80%2026-03-312026-05-01

IYF ISHARES TR5.2K shares0.44%2026-03-312026-05-01

Sponsored

IEF ISHARES TR6.4K sharesnew addition2026-03-312026-05-01

MMC MARSH & MCLENNAN COS INC3.5K shares-16.43%2026-03-312026-05-01

SCHX SCHWAB STRATEGIC TR23.1K shares1.40%2026-03-312026-05-01

REGN REGENERON PHARMACEUTICALS765 shares0.53%2026-03-312026-05-01

WFC WELLS FARGO & CO7.4K shares3.84%2026-03-312026-05-01

DIS DISNEY WALT CO6.0K shares-2.47%2026-03-312026-05-01

FLOT ISHARES TR11.1K shares0.00%2026-03-312026-05-01

SUSA ISHARES TR4.3K shares8.56%2026-03-312026-05-01

Sponsored

XYL XYLEM INC4.7K shares-1.16%2026-03-312026-05-01

EATON CORP PLC EATON CORP PLC1.5K shares7.32%2026-03-312026-05-01

ES EVERSOURCE ENERGY7.8K shares0.00%2026-03-312026-05-01

ARISTA NETWORKS INC ARISTA NETWORKS INC4.4K shares0.41%2026-03-312026-05-01

PRU PRUDENTIAL FINL INC5.4K shares1.92%2026-03-312026-05-01

VIS VANGUARD WORLD FD1.7K shares-33.35%2026-03-312026-05-01

TSCO TRACTOR SUPPLY CO11.4K shares-33.92%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.9K shares0.00%2026-03-312026-05-01

Sponsored

ISRG INTUITIVE SURGICAL INC1.1K shares-14.37%2026-03-312026-05-01

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.9K sharesnew addition2026-03-312026-05-01

MDLZ MONDELEZ INTL INC8.7K shares19.94%2026-03-312026-05-01

PSX PHILLIPS 662.7K shares0.00%2026-03-312026-05-01

QCOM QUALCOMM INC3.8K shares0.39%2026-03-312026-05-01

IBB ISHARES TR2.9K shares21.39%2026-03-312026-05-01

EQIX EQUINIX INC499 shares0.00%2026-03-312026-05-01

SBUX STARBUCKS CORP5.4K shares2.42%2026-03-312026-05-01

Sponsored

IUSG ISHARES TR3.1K shares0.06%2026-03-312026-05-01

MLM MARTIN MARIETTA MATLS INC818 shares-0.97%2026-03-312026-05-01

REZ ISHARES TR5.8K shares0.00%2026-03-312026-05-01

ASTRAZENECA PLC ASTRAZENECA PLC2.4K sharesnew addition2026-03-312026-05-01

PLTR PALANTIR TECHNOLOGIES INC3.1K shares8.95%2026-03-312026-05-01

PM PHILIP MORRIS INTL INC2.7K sharesnew addition2026-03-312026-05-01

SYK STRYKER CORPORATION1.3K shares0.45%2026-03-312026-05-01

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.1K shares-2.72%2026-03-312026-05-01

Sponsored

CRM SALESFORCE INC2.3K shares0.57%2026-03-312026-05-01

HEI HEICO CORP NEW1.6K shares-4.18%2026-03-312026-05-01

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.2K shares0.00%2026-03-312026-05-01

XLU SELECT SECTOR SPDR TR9.2K shares5.00%2026-03-312026-05-01

MKC MCCORMICK & CO INC8.3K shares-0.23%2026-03-312026-05-01

ISHARES GOLD TR ISHARES GOLD TR4.7K sharesnew addition2026-03-312026-05-01

XLK SELECT SECTOR SPDR TR3.1K sharesnew addition2026-03-312026-05-01

GRMN GARMIN LTD1.8K shares0.00%2026-03-312026-05-01

Sponsored

BKNG BOOKING HOLDINGS INC96 shares-10.28%2026-03-312026-05-01

EFG ISHARES TR3.6K shares7.47%2026-03-312026-05-01

INTU INTUIT919 shares-20.02%2026-03-312026-05-01

PHDG INVESCO ACTIVELY MANAGED EXC10.5K shares0.00%2026-03-312026-05-01

CSL CARLISLE COS INC1.1K shares0.00%2026-03-312026-05-01

ZTS ZOETIS INC3.2K shares-24.10%2026-03-312026-05-01

T AT&T INC13.1K shares15.92%2026-03-312026-05-01

SOXX ISHARES TR1.1K shares-51.41%2026-03-312026-05-01

Sponsored

FICO FAIR ISAAC CORP347 shares-7.96%2026-03-312026-05-01

SCHA SCHWAB STRATEGIC TR12.5K shares0.00%2026-03-312026-05-01

TFX TELEFLEX INCORPORATED3.0K shares0.00%2026-03-312026-05-01

DMXF ISHARES TR4.8K shares7.37%2026-03-312026-05-01

CITIGROUP INC CITIGROUP INC3.2K shares9.73%2026-03-312026-05-01

ZBH ZIMMER BIOMET HOLDINGS INC3.9K shares0.00%2026-03-312026-05-01

DVY ISHARES TR2.3K shares17.29%2026-03-312026-05-01

FDX FEDEX CORP983 sharesnew addition2026-03-312026-05-01

Sponsored

PLD PROLOGIS INC.2.6K shares-23.67%2026-03-312026-05-01

TD TORONTO DOMINION BK ONT3.6K shares2.97%2026-03-312026-05-01

LAM RESEARCH CORP LAM RESEARCH CORP1.5K sharesnew addition2026-03-312026-05-01

COP CONOCOPHILLIPS2.5K shares0.00%2026-03-312026-05-01

MSCI MSCI INC599 shares-1.96%2026-03-312026-05-01

IJK ISHARES TR3.2K shares6.07%2026-03-312026-05-01

VST VISTRA CORP2.1K sharesnew addition2026-03-312026-05-01

ADI ANALOG DEVICES INC992 shares5.08%2026-03-312026-05-01

Sponsored

LMT LOCKHEED MARTIN CORP519 shares-40.55%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC6.2K sharesnew addition2026-03-312026-05-01

DNP DNP SELECT INCOME FD INC30.3K sharesnew addition2026-03-312026-05-01

VGIT VANGUARD SCOTTSDALE FDS5.2K shares0.00%2026-03-312026-05-01

WTW WILLIS TOWERS WATSON PLC LTD1.1K shares0.00%2026-03-312026-05-01

USMV ISHARES TR3.3K shares0.00%2026-03-312026-05-01

HALO HALOZYME THERAPEUTICS INC4.7K shares0.00%2026-03-312026-05-01

AMT AMERICAN TOWER CORP1.7K shares-11.20%2026-03-312026-05-01

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F5.2K sharesnew addition2026-03-312026-05-01

EW EDWARDS LIFESCIENCES CORP3.6K shares-19.51%2026-03-312026-05-01

CCJ CAMECO CORP2.6K sharesnew addition2026-03-312026-05-01

MU MICRON TECHNOLOGY INC833 shares9.61%2026-03-312026-05-01

SLV ISHARES SILVER TR4.1K shares-17.69%2026-03-312026-05-01

SPEM SPDR INDEX SHS FDS5.8K sharesnew addition2026-03-312026-05-01

AMAT APPLIED MATLS INC797 sharesnew addition2026-03-312026-05-01

ESGD ISHARES TR2.8K shares-0.46%2026-03-312026-05-01

Sponsored

ADBE ADOBE INC1.1K shares-21.88%2026-03-312026-05-01

VV VANGUARD INDEX FDS891 shares0.00%2026-03-312026-05-01

PNC PNC FINL SVCS GROUP INC1.2K shares-0.80%2026-03-312026-05-01

TGTX TG THERAPEUTICS INC7.8K shares0.00%2026-03-312026-05-01

A AGILENT TECHNOLOGIES INC2.3K shares0.00%2026-03-312026-05-01

AVY AVERY DENNISON CORP1.5K shares-5.22%2026-03-312026-05-01

TGT TARGET CORP2.1K sharesnew addition2026-03-312026-05-01

PFM INVESCO EXCHANGE TRADED FD T5.0K shares0.00%2026-03-312026-05-01

Sponsored

IBTI ISHARES TR11.3K shares0.12%2026-03-312026-05-01

MMT MFS MULTIMARKET INCOME TR53.9K shares0.00%2026-03-312026-05-01

CEG CONSTELLATION ENERGY CORP889 shares31.31%2026-03-312026-05-01

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.1K shares1.19%2026-03-312026-05-01

PDT HANCOCK JOHN PREM DIVID FD18.7K shares0.00%2026-03-312026-05-01

ALL ALLSTATE CORP1.2K shares2.87%2026-03-312026-05-01

CVS CVS HEALTH CORP3.4K shares8.48%2026-03-312026-05-01

BA BOEING CO1.2K shares-18.91%2026-03-312026-05-01

Sponsored

IYJ ISHARES TR1.6K shares0.18%2026-03-312026-05-01

MMM 3M CO1.6K shares11.29%2026-03-312026-05-01

BROS DUTCH BROS INC4.7K shares0.00%2026-03-312026-05-01

SDOG ALPS ETF TR3.6K sharesnew addition2026-03-312026-05-01

GM GENERAL MTRS CO3.2K shares2.20%2026-03-312026-05-01

VBR VANGUARD INDEX FDS1.1K shares-6.31%2026-03-312026-05-01

SCHB SCHWAB STRATEGIC TR8.9K shares0.00%2026-03-312026-05-01

CDNS CADENCE DESIGN SYSTEM INC803 shares0.88%2026-03-312026-05-01

Sponsored

HLNE HAMILTON LANE INC2.2K shares0.00%2026-03-312026-05-01

POWA INVESCO EXCH TRD SLF IDX FD2.6K shares0.00%2026-03-312026-05-01

FLS FLOWSERVE CORP3.0K sharesnew addition2026-03-312026-05-01

WASH WASHINGTON TR BANCORP INC6.6K sharesnew addition2026-03-312026-05-01

BSX BOSTON SCIENTIFIC CORP3.4K shares3.50%2026-03-312026-05-01

VT VANGUARD INTL EQUITY INDEX F1.6K shares0.06%2026-03-312026-05-01

VRSN VERISIGN INC861 sharesnew addition2026-03-312026-05-01

PFE PFIZER INC7.5K sharesnew addition2026-03-312026-05-01

Sponsored

IDXX IDEXX LABS INC374 shares0.00%2026-03-312026-05-01

DFAX DIMENSIONAL ETF TRUST6.1K sharesnew addition2026-03-312026-05-01

MO ALTRIA GROUP INC3.1K sharesnew addition2026-03-312026-05-01

QUIK QUICKLOGIC CORP21.5K shares-33.12%2026-03-312026-05-01

MGK VANGUARD WORLD FD546 sharesnew addition2026-03-312026-05-01

SDGR SCHRODINGER INC11.6K shares0.00%2026-03-312026-05-01

TLSI TRISALUS LIFE SCIENCES INC22.3K shares0.00%2026-03-312026-05-01

SPYV

SPDR SERIES TRUST

17.52%

Shares4.3M

Event2026-03-31

Filed2026-05-01

IEFA

ISHARES TR

10.06%

Shares2.6M

Event2026-03-31

Filed2026-05-01

SPYG

SPDR SERIES TRUST

8.75%

Shares2.1M

Event2026-03-31

Filed2026-05-01

QUAL

ISHARES TR

-3.70%

Shares985.9K

Event2026-03-31

Filed2026-05-01

IEMG

ISHARES INC

171.60%

Shares2.0M

Event2026-03-31

Filed2026-05-01

IJH

ISHARES TR

-21.63%

Shares1.4M

Event2026-03-31

Filed2026-05-01

VEA

VANGUARD TAX-MANAGED FDS

0.45%

Shares1.2M

Event2026-03-31

Filed2026-05-01

IJR

ISHARES TR

-6.90%

Shares506.2K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

-9.06%

Shares193.0K

Event2026-03-31

Filed2026-05-01

VUG

VANGUARD INDEX FDS

2.05%

Shares125.8K

Event2026-03-31

Filed2026-05-01

IBTG

ISHARES TR

35.58%

Shares1.8M

Event2026-03-31

Filed2026-05-01

VIG

VANGUARD SPECIALIZED FUNDS

-0.17%

Shares189.7K

Event2026-03-31

Filed2026-05-01

IVW

ISHARES TR

-8.12%

Shares353.9K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

-5.04%

Shares142.3K

Event2026-03-31

Filed2026-05-01

VTI

VANGUARD INDEX FDS

-1.62%

Shares114.9K

Event2026-03-31

Filed2026-05-01

INVESCO QQQ TR

1.76%

Shares58.9K

Event2026-03-31

Filed2026-05-01

VXUS

VANGUARD STAR FDS

-4.48%

Shares430.2K

Event2026-03-31

Filed2026-05-01

RTX

RTX CORPORATION

-3.57%

Shares154.6K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

0.33%

Shares116.0K

Event2026-03-31

Filed2026-05-01

IBTH

ISHARES TR

490.10%

Shares1.2M

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

7.63%

Shares42.0K

Event2026-03-31

Filed2026-05-01

VOOG

VANGUARD ADMIRAL FDS INC

-0.78%

Shares61.2K

Event2026-03-31

Filed2026-05-01

DTD

WISDOMTREE TR

0.00%

Shares268.9K

Event2026-03-31

Filed2026-05-01

ICF

ISHARES TR

-21.95%

Shares308.9K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

-0.69%

Shares50.6K

Event2026-03-31

Filed2026-05-01

VMBS

VANGUARD SCOTTSDALE FDS

-8.83%

Shares360.0K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

-0.86%

Shares89.3K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

6.85%

Shares23.0K

Event2026-03-31

Filed2026-05-01

IWP

ISHARES TR

0.11%

Shares100.9K

Event2026-03-31

Filed2026-05-01

IWF

ISHARES TR

1.96%

Shares29.1K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-3.38%

Shares38.5K

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

0.59%

Shares16.8K

Event2026-03-31

Filed2026-05-01

VTV

VANGUARD INDEX FDS

2.11%

Shares52.9K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-5.56%

Shares33.4K

Event2026-03-31

Filed2026-05-01

VOT

VANGUARD INDEX FDS

-5.13%

Shares36.5K

Event2026-03-31

Filed2026-05-01

INVESCO EXCHANGE TRADED FD T

-4.63%

Shares46.3K

Event2026-03-31

Filed2026-05-01

MUB

ISHARES TR

-25.48%

Shares80.6K

Event2026-03-31

Filed2026-05-01

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares41.1K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

-3.82%

Shares17.4K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

-5.75%

Shares27.3K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

-2.47%

Shares36.9K

Event2026-03-31

Filed2026-05-01

VNQ

VANGUARD INDEX FDS

-7.84%

Shares86.3K

Event2026-03-31

Filed2026-05-01

COST

COSTCO WHOLESALE CORPORATION

-2.53%

Shares7.6K

Event2026-03-31

Filed2026-05-01

OTIS

OTIS WORLDWIDE CORP

-5.71%

Shares97.6K

Event2026-03-31

Filed2026-05-01

DGRO

ISHARES TR

0.00%

Shares101.1K

Event2026-03-31

Filed2026-05-01

BROADCOM INC

4.72%

Shares21.1K

Event2026-03-31

Filed2026-05-01

EFA

ISHARES TR

6.09%

Shares66.2K

Event2026-03-31

Filed2026-05-01

CARR

CARRIER GLOBAL CORPORATION

-3.35%

Shares108.4K

Event2026-03-31

Filed2026-05-01

VISA INC

-0.42%

Shares19.3K

Event2026-03-31

Filed2026-05-01

ACGL

ARCH CAP GROUP LTD

0.00%

Shares57.4K

Event2026-03-31

Filed2026-05-01

VGT

VANGUARD WORLD FD

10.84%

Shares7.8K

Event2026-03-31

Filed2026-05-01

MCO

MOODYS CORP

-28.93%

Shares11.9K

Event2026-03-31

Filed2026-05-01

REGL

PROSHARES TR

-6.01%

Shares60.2K

Event2026-03-31

Filed2026-05-01

TER

TERADYNE INC

-1.10%

Shares15.8K

Event2026-03-31

Filed2026-05-01

GVI

ISHARES TR

0.76%

Shares43.6K

Event2026-03-31

Filed2026-05-01

HOME DEPOT INC

-3.09%

Shares14.0K

Event2026-03-31

Filed2026-05-01

SHY

ISHARES TR

24.41%

Shares55.3K

Event2026-03-31

Filed2026-05-01

HEZU

ISHARES TR

-9.69%

Shares100.3K

Event2026-03-31

Filed2026-05-01

AIG

AMERICAN INTL GROUP INC

-0.04%

Shares58.2K

Event2026-03-31

Filed2026-05-01

BOND

PIMCO ETF TR

-24.10%

Shares46.3K

Event2026-03-31

Filed2026-05-01

VCSH

VANGUARD SCOTTSDALE FDS

-6.91%

Shares53.4K

Event2026-03-31

Filed2026-05-01

HDV

ISHARES TR

-0.33%

Shares29.6K

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

1.32%

Shares16.4K

Event2026-03-31

Filed2026-05-01

IWM

ISHARES TR

-15.86%

Shares16.2K

Event2026-03-31

Filed2026-05-01

IOO

ISHARES TR

-6.14%

Shares32.1K

Event2026-03-31

Filed2026-05-01

XOM

EXXON MOBIL CORP

8.27%

Shares22.7K

Event2026-03-31

Filed2026-05-01

BSV

VANGUARD BD INDEX FDS

-7.08%

Shares49.1K

Event2026-03-31

Filed2026-05-01

IWS

ISHARES TR

0.59%

Shares26.1K

Event2026-03-31

Filed2026-05-01

IWB

ISHARES TR

54.74%

Shares10.5K

Event2026-03-31

Filed2026-05-01

CAT

CATERPILLAR INC

2.05%

Shares5.3K

Event2026-03-31

Filed2026-05-01

VWO

VANGUARD INTL EQUITY INDEX F

17.17%

Shares68.4K

Event2026-03-31

Filed2026-05-01

LLY

ELI LILLY & CO

1.39%

Shares4.0K

Event2026-03-31

Filed2026-05-01

IBM

INTERNATIONAL BUSINESS MACHS

-0.92%

Shares14.5K

Event2026-03-31

Filed2026-05-01

XLV

SELECT SECTOR SPDR TR

36.02%

Shares22.9K

Event2026-03-31

Filed2026-05-01

IYW

ISHARES TR

0.85%

Shares18.4K

Event2026-03-31

Filed2026-05-01

PAVE

GLOBAL X FDS

24.18%

Shares64.7K

Event2026-03-31

Filed2026-05-01

SDY

SPDR SERIES TRUST

-0.37%

Shares22.1K

Event2026-03-31

Filed2026-05-01

VBK

VANGUARD INDEX FDS

-0.69%

Shares10.6K

Event2026-03-31

Filed2026-05-01

VYM

VANGUARD WHITEHALL FDS

1.21%

Shares21.4K

Event2026-03-31

Filed2026-05-01