Sponsored

The Analysis of Cornell Pochily Investment Advisors, Inc.'s Holdings & P&L

Currently, Cornell Pochily Investment Advisors, Inc. holds 174 types of securities in its portfolio with a total value $340.4M. In the most recent quarter, they have increased their positions in ITOT (+12.5K shares, valued at $1.8M), IBDV (+75.8K shares, valued at $1.7M), IBDW (+47.4K shares, valued at $991.1K); decreased their positions in BRK.A (-3 shares, valued at $2.2M), AAPL (-2.8K shares, valued at $718.0K), LMBS (-8.2K shares, valued at $410.7K); initiated new positions in IBDW (+47.4K shares, valued at $991.1K), IWD (+3.5K shares, valued at $740.2K), NUE (+1.8K shares, valued at $307.4K).

1M P&L

+6.9M+2.08%

3M P&L

+880.4K+0.26%

HY P&L

+16.7M+5.19%

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/A114.3M

37.0%

2Consumer Electronics25.8M

8.4%

3Semiconductors19.5M

6.3%

Top Industries by Stock Count

1N/A55 stocks

34.6%

2Drug Manufacturers - General8 stocks

5.0%

3Utilities - Regulated Electric6 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC101.6K shares-2.71%2026-03-312026-04-17

NVDA NVIDIA CORPORATION100.4K shares-0.93%2026-03-312026-04-17

ITOT ISHARES TR121.7K shares11.45%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T17.0K shares-2.02%2026-03-312026-04-17

TMP TOMPKINS FINL CORP121.8K shares-0.92%2026-03-312026-04-17

XOM EXXON MOBIL CORP47.2K shares-3.62%2026-03-312026-04-17

ALPHABET INC ALPHABET INC27.5K shares-0.96%2026-03-312026-04-17

MSFT MICROSOFT CORP19.4K shares2.62%2026-03-312026-04-17

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL9 shares-25.00%2026-03-312026-04-17

DGRO ISHARES TR89.7K shares2.19%2026-03-312026-04-17

CAT CATERPILLAR INC8.2K shares-0.68%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR9.9K shares0.48%2026-03-312026-04-17

ABBV ABBVIE INC25.2K shares-4.99%2026-03-312026-04-17

JPM JPMORGAN CHASE &CO17.2K shares1.12%2026-03-312026-04-17

AMZN AMAZON COM INC24.0K shares5.44%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.3K shares-7.16%2026-03-312026-04-17

Sponsored

IVV ISHARES TR7.2K shares1.08%2026-03-312026-04-17

IUSG ISHARES TR30.1K shares4.20%2026-03-312026-04-17

JNJ JOHNSON &JOHNSON19.0K shares-7.15%2026-03-312026-04-17

PG PROCTER &GAMBLE CO31.8K shares3.80%2026-03-312026-04-17

IBDT ISHARES TR179.8K shares20.91%2026-03-312026-04-17

IBDS ISHARES TR187.0K shares19.41%2026-03-312026-04-17

VYM VANGUARD WHITEHALL FDS30.3K shares-0.03%2026-03-312026-04-17

IBDU ISHARES TR185.6K shares27.25%2026-03-312026-04-17

Sponsored

ALPHABET INC ALPHABET INC14.7K shares-1.37%2026-03-312026-04-17

IBDR ISHARES TR161.9K shares-0.71%2026-03-312026-04-17

EMR EMERSON ELEC CO29.2K shares-0.29%2026-03-312026-04-17

IBDV ISHARES TR157.2K shares93.12%2026-03-312026-04-17

VZ VERIZON COMMUNICATIONS INC67.5K shares3.67%2026-03-312026-04-17

IBM INTERNATIONAL BUSINESS MACHS13.2K shares2.31%2026-03-312026-04-17

CGXU CAPITAL GROUP INTL FOCUS EQT103.6K shares16.21%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION3.0K shares2.70%2026-03-312026-04-17

Sponsored

CVX CHEVRON CORPORATION13.9K shares-3.67%2026-03-312026-04-17

TMO THERMO FISHER SCIENTIFIC INC5.4K shares-0.84%2026-03-312026-04-17

LOW LOWES COS INC10.8K shares0.94%2026-03-312026-04-17

FMDE FIDELITY COVINGTON TRUST70.5K shares19.71%2026-03-312026-04-17

ABT ABBOTT LABORATORIES24.3K shares-3.13%2026-03-312026-04-17

JHSC JOHN HANCOCK EXCHANGE TRADED57.9K shares8.34%2026-03-312026-04-17

AMGN AMGEN INC7.0K shares0.01%2026-03-312026-04-17

RTX RTX CORPORATION12.7K shares-0.15%2026-03-312026-04-17

Sponsored

IJR ISHARES TR18.5K shares-4.01%2026-03-312026-04-17

PANW PALO ALTO NETWORKS INC14.0K shares2.03%2026-03-312026-04-17

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW16.9K shares-2.05%2026-03-312026-04-17

CSCO CISCO SYS INC28.3K shares-1.15%2026-03-312026-04-17

IVW ISHARES TR19.1K shares3.20%2026-03-312026-04-17

IDV ISHARES TR50.4K shares25.54%2026-03-312026-04-17

MOAT VANECK ETF TRUST22.0K shares-2.35%2026-03-312026-04-17

GLW CORNING INC15.1K shares10.72%2026-03-312026-04-17

Sponsored

DE DEERE &CO3.6K shares0.58%2026-03-312026-04-17

DVY ISHARES TR13.5K shares1.80%2026-03-312026-04-17

VTI VANGUARD INDEX FDS6.4K shares-1.81%2026-03-312026-04-17

MCD MCDONALDS CORP6.5K shares0.25%2026-03-312026-04-17

T AT&T INC68.5K shares-2.56%2026-03-312026-04-17

V VISA INC6.4K shares6.76%2026-03-312026-04-17

LMT LOCKHEED MARTIN CORP3.2K shares-3.17%2026-03-312026-04-17

WELL WELLTOWER INC9.0K shares0.49%2026-03-312026-04-17

Sponsored

WCC WESCO INTL INC6.3K shares-3.04%2026-03-312026-04-17

KO COCA COLA CO22.1K shares-2.11%2026-03-312026-04-17

LLY ELI LILLY &CO1.8K shares9.43%2026-03-312026-04-17

SO SOUTHERN CO16.1K shares-1.37%2026-03-312026-04-17

TSLA TESLA INC4.2K shares0.00%2026-03-312026-04-17

CGNG CAPITAL GROUP NEW GEOGRAPHY47.9K shares8.66%2026-03-312026-04-17

GILD GILEAD SCIENCES INC10.9K shares-2.89%2026-03-312026-04-17

NOC NORTHROP GRUMMAN CORP2.1K shares1.47%2026-03-312026-04-17

Sponsored

UNP UNION PAC CORP5.9K shares0.00%2026-03-312026-04-17

WEC ENERGY GROUP INC WEC ENERGY GROUP INC12.1K shares0.60%2026-03-312026-04-17

HDV ISHARES TR10.1K shares4.83%2026-03-312026-04-17

CRM SALESFORCE INC7.0K shares0.29%2026-03-312026-04-17

VUG VANGUARD INDEX FDS2.9K shares-0.03%2026-03-312026-04-17

NEE NEXTERA ENERGY INC13.0K shares-3.42%2026-03-312026-04-17

PAYX PAYCHEX INC13.1K shares-14.11%2026-03-312026-04-17

QCOM QUALCOMM INC9.2K shares-0.96%2026-03-312026-04-17

Sponsored

BKNG BOOKING HOLDINGS INC255 shares-1.92%2026-03-312026-04-17

IBDW ISHARES TR47.4K sharesnew addition2026-03-312026-04-17

MERCK &CO INC MERCK &CO INC8.0K shares-0.15%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS1.6K shares6.46%2026-03-312026-04-17

BROADCOM INC BROADCOM INC3.1K shares14.14%2026-03-312026-04-17

XLK SELECT SECTOR SPDR TR7.1K shares2.45%2026-03-312026-04-17

META META PLATFORMS INC1.6K shares0.55%2026-03-312026-04-17

LH LABCORP HOLDINGS INC3.5K shares3.55%2026-03-312026-04-17

Sponsored

HON HONEYWELL INTL INC4.0K shares8.05%2026-03-312026-04-17

BLACKROCK INC BLACKROCK INC923 shares-0.54%2026-03-312026-04-17

PEP PEPSICO INC5.5K shares-0.36%2026-03-312026-04-17

BK BANK NEW YORK MELLON CORP7.2K shares32.53%2026-03-312026-04-17

PEG PUBLIC SVC ENTERPRISE GROUP10.3K shares0.02%2026-03-312026-04-17

AVUV AMERICAN CENTY ETF TR7.5K shares-3.05%2026-03-312026-04-17

BMY BRISTOL-MYERS SQUIBB CO13.7K shares-2.06%2026-03-312026-04-17

PFE PFIZER INC27.7K shares-4.84%2026-03-312026-04-17

Sponsored

IVE ISHARES TR3.6K shares18.53%2026-03-312026-04-17

OKE ONEOK INC NEW8.3K shares-3.85%2026-03-312026-04-17

IWD ISHARES TR3.5K sharesnew addition2026-03-312026-04-17

IWF ISHARES TR1.7K shares0.00%2026-03-312026-04-17

ED CONSOLIDATED EDISON INC6.4K shares-4.22%2026-03-312026-04-17

AMT AMERICAN TOWER CORP4.1K shares1.26%2026-03-312026-04-17

KTOS KRATOS DEFENSE &SEC SOLUTIO9.9K shares2.58%2026-03-312026-04-17

CL COLGATE PALMOLIVE CO8.1K shares0.00%2026-03-312026-04-17

Sponsored

IJH ISHARES TR10.0K shares-9.84%2026-03-312026-04-17

ADP AUTOMATIC DATA PROCESSING IN3.3K shares0.00%2026-03-312026-04-17

DIS DISNEY WALT CO6.9K shares0.09%2026-03-312026-04-17

LHX L3HARRIS TECHNOLOGIES INC1.9K shares0.00%2026-03-312026-04-17

ISRG INTUITIVE SURGICAL INC1.4K shares1.45%2026-03-312026-04-17

NSC NORFOLK SOUTHN CORP2.2K shares0.00%2026-03-312026-04-17

GE AEROSPACE GE AEROSPACE2.2K shares22.52%2026-03-312026-04-17

TRV TRAVELERS COMPANIES INC2.2K shares0.99%2026-03-312026-04-17

Sponsored

ENB ENBRIDGE INC11.3K shares0.08%2026-03-312026-04-17

USMV ISHARES TR6.5K shares0.17%2026-03-312026-04-17

INTC INTEL CORP13.4K shares0.00%2026-03-312026-04-17

AEP AMERICAN ELEC PWR CO INC4.5K shares-7.30%2026-03-312026-04-17

KMB KIMBERLY-CLARK CORP5.7K shares0.00%2026-03-312026-04-17

EPD ENTERPRISE PRODS PARTNERS L14.2K shares0.12%2026-03-312026-04-17

GLD SPDR GOLD TR1.2K shares0.00%2026-03-312026-04-17

ORCL ORACLE CORP3.5K shares2.94%2026-03-312026-04-17

Sponsored

IEMG ISHARES INC7.2K shares1.39%2026-03-312026-04-17

FE FIRSTENERGY CORP9.9K shares-1.56%2026-03-312026-04-17

VEEV VEEVA SYS INC2.8K shares5.33%2026-03-312026-04-17

AXP AMERICAN EXPRESS CO1.6K shares0.12%2026-03-312026-04-17

APD AIR PRODUCTS AND CHEMICALS I1.6K shares-8.35%2026-03-312026-04-17

MTB M &T BK CORP2.3K shares0.53%2026-03-312026-04-17

SBUX STARBUCKS CORP5.1K shares-7.64%2026-03-312026-04-17

JEPI J P MORGAN EXCHANGE TRADED F8.0K shares-1.60%2026-03-312026-04-17

Sponsored

VICI VICI PPTYS INC16.4K shares0.60%2026-03-312026-04-17

IWN ISHARES TR2.4K shares0.04%2026-03-312026-04-17

TJX TJX COS INC NEW2.8K shares0.04%2026-03-312026-04-17

WMT WALMART INC3.6K shares-1.21%2026-03-312026-04-17

USB US BANCORP8.1K shares0.00%2026-03-312026-04-17

FTEC FIDELITY COVINGTON TRUST2.0K shares-0.40%2026-03-312026-04-17

ARISTA NETWORKS INC ARISTA NETWORKS INC3.3K shares86.57%2026-03-312026-04-17

LMBS FIRST TR EXCHANGE-TRADED FD8.1K shares-50.35%2026-03-312026-04-17

Sponsored

PLTR PALANTIR TECHNOLOGIES INC2.6K shares28.09%2026-03-312026-04-17

CBU COMMUNITY FINANCIAL SYSTEM I6.4K shares-6.58%2026-03-312026-04-17

HD HOME DEPOT INC1.1K shares0.00%2026-03-312026-04-17

GEV GE VERNOVA INC418 shares0.00%2026-03-312026-04-17

TMFC RBB FD INC5.5K shares14.77%2026-03-312026-04-17

NFLX NETFLIX INC.3.8K shares-2.57%2026-03-312026-04-17

TOTL SSGA ACTIVE ETF TR8.8K shares-8.22%2026-03-312026-04-17

HSY HERSHEY CO1.6K shares0.00%2026-03-312026-04-17

Sponsored

MA MASTERCARD INCORPORATED650 shares5.01%2026-03-312026-04-17

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP940 shares0.00%2026-03-312026-04-17

NBTB NBT BANCORP INC7.5K shares0.16%2026-03-312026-04-17

IEFA ISHARES TR3.5K shares-2.79%2026-03-312026-04-17

BWA BORGWARNER INC5.7K shares-2.21%2026-03-312026-04-17

NUE NUCOR CORP1.8K sharesnew addition2026-03-312026-04-17

SYY SYSCO CORP4.3K shares0.00%2026-03-312026-04-17

COP CONOCOPHILLIPS2.3K shares0.00%2026-03-312026-04-17

Sponsored

MO ALTRIA GROUP INC4.5K shares0.00%2026-03-312026-04-17

FPE FIRST TR EXCH TRADED FD III16.4K shares-20.67%2026-03-312026-04-17

LINDE PLC LINDE PLC575 shares-23.94%2026-03-312026-04-17

NOBL PROSHARES TR2.7K shares0.00%2026-03-312026-04-17

FDX FEDEX CORP779 shares0.13%2026-03-312026-04-17

STZ CONSTELLATION BRANDS INC1.8K shares-4.65%2026-03-312026-04-17

IWO ISHARES TR871 shares0.00%2026-03-312026-04-17

CEG CONSTELLATION ENERGY CORP960 shares0.00%2026-03-312026-04-17

Sponsored

VB VANGUARD INDEX FDS1.0K shares-0.59%2026-03-312026-04-17

TXN TEXAS INSTRS INC1.3K shares0.00%2026-03-312026-04-17

MKC MCCORMICK &CO INC5.0K shares15.38%2026-03-312026-04-17

NOW SERVICENOW INC2.3K shares-6.05%2026-03-312026-04-17

GIS GENERAL MILLS INC6.5K shares-52.34%2026-03-312026-04-17

SCHD SCHWAB STRATEGIC TR7.8K shares-7.98%2026-03-312026-04-17

SCHW SCHWAB CHARLES CORP2.5K shares8.91%2026-03-312026-04-17

BAC BANK AMERICA CORP4.8K shares0.19%2026-03-312026-04-17

Sponsored

IBMQ ISHARES TR9.2K shares4.42%2026-03-312026-04-17

IBMR ISHARES TR9.3K shares4.22%2026-03-312026-04-17

IBMS ISHARES TR9.1K shares3.94%2026-03-312026-04-17

IBMT ISHARES TR9.2K sharesnew addition2026-03-312026-04-17

IBMP ISHARES TR9.2K shares4.59%2026-03-312026-04-17

GJUN FIRST TR EXCHNG TRADED FD VI5.8K shares0.00%2026-03-312026-04-17

CGGR CAPITAL GROUP GROWTH ETF5.6K shares0.00%2026-03-312026-04-17

EATON CORP PLC EATON CORP PLC631 shares-1.56%2026-03-312026-04-17

Sponsored

VLO VALERO ENERGY CORP899 sharesnew addition2026-03-312026-04-17

AMAT APPLIED MATLS INC632 sharesnew addition2026-03-312026-04-17

NVS NOVARTIS AG1.4K sharesnew addition2026-03-312026-04-17

IJT ISHARES TR1.5K shares0.07%2026-03-312026-04-17

SPGI S&P GLOBAL INC491 shares-58.91%2026-03-312026-04-17

FBT FIRST TR EXCHANGE-TRADED FD1.0K shares-3.29%2026-03-312026-04-17

AAPL

APPLE INC

-2.71%

Shares101.6K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

-0.93%

Shares100.4K

Event2026-03-31

Filed2026-04-17

ITOT

ISHARES TR

11.45%

Shares121.7K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

-2.02%

Shares17.0K

Event2026-03-31

Filed2026-04-17

TMP

TOMPKINS FINL CORP

-0.92%

Shares121.8K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

-3.62%

Shares47.2K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-0.96%

Shares27.5K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

2.62%

Shares19.4K

Event2026-03-31

Filed2026-04-17

BRK.A

BERKSHIRE HATHAWAY INC DEL

-25.00%

Shares9

Event2026-03-31

Filed2026-04-17

DGRO

ISHARES TR

2.19%

Shares89.7K

Event2026-03-31

Filed2026-04-17

CAT

CATERPILLAR INC

-0.68%

Shares8.2K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

0.48%

Shares9.9K

Event2026-03-31

Filed2026-04-17

ABBV

ABBVIE INC

-4.99%

Shares25.2K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE &CO

1.12%

Shares17.2K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

5.44%

Shares24.0K

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC DEL

-7.16%

Shares10.3K

Event2026-03-31

Filed2026-04-17

IVV

ISHARES TR

1.08%

Shares7.2K

Event2026-03-31

Filed2026-04-17

IUSG

ISHARES TR

4.20%

Shares30.1K

Event2026-03-31

Filed2026-04-17

JNJ

JOHNSON &JOHNSON

-7.15%

Shares19.0K

Event2026-03-31

Filed2026-04-17

PROCTER &GAMBLE CO

3.80%

Shares31.8K

Event2026-03-31

Filed2026-04-17

IBDT

ISHARES TR

20.91%

Shares179.8K

Event2026-03-31

Filed2026-04-17

IBDS

ISHARES TR

19.41%

Shares187.0K

Event2026-03-31

Filed2026-04-17

VYM

VANGUARD WHITEHALL FDS

-0.03%

Shares30.3K

Event2026-03-31

Filed2026-04-17

IBDU

ISHARES TR

27.25%

Shares185.6K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-1.37%

Shares14.7K

Event2026-03-31

Filed2026-04-17

IBDR

ISHARES TR

-0.71%

Shares161.9K

Event2026-03-31

Filed2026-04-17

EMR

EMERSON ELEC CO

-0.29%

Shares29.2K

Event2026-03-31

Filed2026-04-17

IBDV

ISHARES TR

93.12%

Shares157.2K

Event2026-03-31

Filed2026-04-17

VERIZON COMMUNICATIONS INC

3.67%

Shares67.5K

Event2026-03-31

Filed2026-04-17

IBM

INTERNATIONAL BUSINESS MACHS

2.31%

Shares13.2K

Event2026-03-31

Filed2026-04-17

CGXU

CAPITAL GROUP INTL FOCUS EQT

16.21%

Shares103.6K

Event2026-03-31

Filed2026-04-17

COST

COSTCO WHOLESALE CORPORATION

2.70%

Shares3.0K

Event2026-03-31

Filed2026-04-17

CVX

CHEVRON CORPORATION

-3.67%

Shares13.9K

Event2026-03-31

Filed2026-04-17

TMO

THERMO FISHER SCIENTIFIC INC

-0.84%

Shares5.4K

Event2026-03-31

Filed2026-04-17

LOW

LOWES COS INC

0.94%

Shares10.8K

Event2026-03-31

Filed2026-04-17

FMDE

FIDELITY COVINGTON TRUST

19.71%

Shares70.5K

Event2026-03-31

Filed2026-04-17

ABT

ABBOTT LABORATORIES

-3.13%

Shares24.3K

Event2026-03-31

Filed2026-04-17

JHSC

JOHN HANCOCK EXCHANGE TRADED

8.34%

Shares57.9K

Event2026-03-31

Filed2026-04-17

AMGN

AMGEN INC

0.01%

Shares7.0K

Event2026-03-31

Filed2026-04-17

RTX

RTX CORPORATION

-0.15%

Shares12.7K

Event2026-03-31

Filed2026-04-17

IJR

ISHARES TR

-4.01%

Shares18.5K

Event2026-03-31

Filed2026-04-17

PANW

PALO ALTO NETWORKS INC

2.03%

Shares14.0K

Event2026-03-31

Filed2026-04-17

DUKE ENERGY CORP NEW

-2.05%

Shares16.9K

Event2026-03-31

Filed2026-04-17

CSCO

CISCO SYS INC

-1.15%

Shares28.3K

Event2026-03-31

Filed2026-04-17

IVW

ISHARES TR

3.20%

Shares19.1K

Event2026-03-31

Filed2026-04-17

IDV

ISHARES TR

25.54%

Shares50.4K

Event2026-03-31

Filed2026-04-17

MOAT

VANECK ETF TRUST

-2.35%

Shares22.0K

Event2026-03-31

Filed2026-04-17

GLW

CORNING INC

10.72%

Shares15.1K

Event2026-03-31

Filed2026-04-17

DEERE &CO

0.58%

Shares3.6K

Event2026-03-31

Filed2026-04-17

DVY

ISHARES TR

1.80%

Shares13.5K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

-1.81%

Shares6.4K

Event2026-03-31

Filed2026-04-17

MCD

MCDONALDS CORP

0.25%

Shares6.5K

Event2026-03-31

Filed2026-04-17

AT&T INC

-2.56%

Shares68.5K

Event2026-03-31

Filed2026-04-17

VISA INC

6.76%

Shares6.4K

Event2026-03-31

Filed2026-04-17

LMT

LOCKHEED MARTIN CORP

-3.17%

Shares3.2K

Event2026-03-31

Filed2026-04-17

WELL

WELLTOWER INC

0.49%

Shares9.0K

Event2026-03-31

Filed2026-04-17

WCC

WESCO INTL INC

-3.04%

Shares6.3K

Event2026-03-31

Filed2026-04-17

COCA COLA CO

-2.11%

Shares22.1K

Event2026-03-31

Filed2026-04-17

LLY

ELI LILLY &CO

9.43%

Shares1.8K

Event2026-03-31

Filed2026-04-17

SOUTHERN CO

-1.37%

Shares16.1K

Event2026-03-31

Filed2026-04-17

TSLA

TESLA INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-17

CGNG

CAPITAL GROUP NEW GEOGRAPHY

8.66%

Shares47.9K

Event2026-03-31

Filed2026-04-17

GILD

GILEAD SCIENCES INC

-2.89%

Shares10.9K

Event2026-03-31

Filed2026-04-17

NOC

NORTHROP GRUMMAN CORP

1.47%

Shares2.1K

Event2026-03-31

Filed2026-04-17

UNP

UNION PAC CORP

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-17

WEC ENERGY GROUP INC

0.60%

Shares12.1K

Event2026-03-31

Filed2026-04-17

HDV

ISHARES TR

4.83%

Shares10.1K

Event2026-03-31

Filed2026-04-17

CRM

SALESFORCE INC

0.29%

Shares7.0K

Event2026-03-31

Filed2026-04-17

VUG

VANGUARD INDEX FDS

-0.03%

Shares2.9K

Event2026-03-31

Filed2026-04-17

NEE

NEXTERA ENERGY INC

-3.42%

Shares13.0K

Event2026-03-31

Filed2026-04-17

PAYX

PAYCHEX INC

-14.11%

Shares13.1K

Event2026-03-31

Filed2026-04-17

QCOM

QUALCOMM INC

-0.96%

Shares9.2K

Event2026-03-31

Filed2026-04-17

BKNG

BOOKING HOLDINGS INC

-1.92%

Shares255

Event2026-03-31

Filed2026-04-17

IBDW

ISHARES TR

New

Shares47.4K

Event2026-03-31

Filed2026-04-17

MERCK &CO INC

-0.15%

Shares8.0K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

6.46%

Shares1.6K

Event2026-03-31

Filed2026-04-17

BROADCOM INC

14.14%

Shares3.1K

Event2026-03-31

Filed2026-04-17

XLK

SELECT SECTOR SPDR TR

2.45%

Shares7.1K

Event2026-03-31

Filed2026-04-17