Sponsored

The Analysis of Cornerstone National Bank & Trust Co's Holdings & P&L

Currently, Cornerstone National Bank & Trust Co holds 209 types of securities in its portfolio with a total value $271.4M. In the most recent quarter, they have increased their positions in N/A (+17.6K shares, valued at $10.6M), AGG (+58.0K shares, valued at $5.7M), BND (+61.3K shares, valued at $4.5M); decreased their positions in VTIP (-58.3K shares, valued at $2.9M), VTI (-6.5K shares, valued at $2.1M), SKOR (-33.9K shares, valued at $1.6M); initiated new positions in N/A (+17.6K shares, valued at $10.6M), AGG (+58.0K shares, valued at $5.7M), BND (+61.3K shares, valued at $4.5M).

1M P&L

-73.6K-0.03%

3M P&L

+991.6K+0.37%

HY P&L

+612.3K+0.23%

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/A211.9M

83.2%

2Semiconductors8.5M

3.3%

3Software - Infrastructure4.7M

1.8%

Top Industries by Stock Count

1N/A72 stocks

37.7%

2Semiconductors6 stocks

3.1%

3Drug Manufacturers - General5 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTIP VANGUARD MALVERN FDS620.2K shares-8.60%2026-03-312026-04-14

VTI VANGUARD INDEX FDS64.5K shares-9.16%2026-03-312026-04-14

SKOR FLEXSHARES TR360.5K shares-8.59%2026-03-312026-04-14

SJNK SPDR SERIES TRUST594.2K shares-4.40%2026-03-312026-04-14

TLTE FLEXSHARES TR201.9K shares-7.55%2026-03-312026-04-14

MBSD FLEXSHARES TR608.9K shares-9.71%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS17.6K sharesnew addition2026-03-312026-04-14

TLTD FLEXSHARES TR103.0K shares-8.38%2026-03-312026-04-14

Sponsored

VB VANGUARD INDEX FDS37.1K shares-0.42%2026-03-312026-04-14

GOVT ISHARES TR350.4K shares-9.41%2026-03-312026-04-14

GUNR FLEXSHARES TR138.4K shares12.50%2026-03-312026-04-14

NFRA FLEXSHARES TR117.6K shares-4.48%2026-03-312026-04-14

AGG ISHARES TR58.0K sharesnew addition2026-03-312026-04-14

BND VANGUARD BD INDEX FDS61.3K sharesnew addition2026-03-312026-04-14

LKOR FLEXSHARES TR108.4K shares-8.95%2026-03-312026-04-14

GQRE FLEXSHARES TR68.2K shares-15.69%2026-03-312026-04-14

Sponsored

VCSH VANGUARD SCOTTSDALE FDS46.0K sharesnew addition2026-03-312026-04-14

NVDA NVIDIA CORPORATION19.0K shares0.56%2026-03-312026-04-14

XLK SELECT SECTOR SPDR TR24.6K shares15.82%2026-03-312026-04-14

VCLT VANGUARD SCOTTSDALE FDS43.2K shares-11.31%2026-03-312026-04-14

IEFA ISHARES TR33.1K sharesnew addition2026-03-312026-04-14

ADI ANALOG DEVICES INC9.1K shares-4.02%2026-03-312026-04-14

AAPL APPLE INC11.2K shares-1.73%2026-03-312026-04-14

XLC SELECT SECTOR SPDR TR23.8K shares30.31%2026-03-312026-04-14

Sponsored

XLV SELECT SECTOR SPDR TR16.4K shares132.80%2026-03-312026-04-14

CSCO CISCO SYS INC30.1K shares-3.90%2026-03-312026-04-14

TJX TJX COS INC NEW14.4K shares-3.54%2026-03-312026-04-14

SPYV SPDR SERIES TRUST38.5K sharesnew addition2026-03-312026-04-14

SPYG SPDR SERIES TRUST21.5K sharesnew addition2026-03-312026-04-14

JPM JPMORGAN CHASE & CO7.2K shares-3.25%2026-03-312026-04-14

MCHP MICROCHIP TECHNOLOGY INC.31.5K shares-3.90%2026-03-312026-04-14

MSFT MICROSOFT CORP5.5K shares-3.38%2026-03-312026-04-14

Sponsored

JCI JOHNSON CONTROLS INTERNATION13.6K shares-3.95%2026-03-312026-04-14

TDTT FLEXSHARES TR74.6K shares-14.25%2026-03-312026-04-14

ORCL ORACLE CORP12.4K shares1.86%2026-03-312026-04-14

AMZN AMAZON COM INC8.2K shares-0.23%2026-03-312026-04-14

RTX CORPORATION RTX CORPORATION8.6K sharesnew addition2026-03-312026-04-14

EDIV SPDR INDEX SHS FDS41.5K sharesnew addition2026-03-312026-04-14

ICE INTERCONTINENTAL EXCHANGE IN10.3K shares-3.35%2026-03-312026-04-14

BIV VANGUARD BD INDEX FDS20.3K sharesnew addition2026-03-312026-04-14

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.1K shares-2.89%2026-03-312026-04-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.1K shares-3.59%2026-03-312026-04-14

LOW LOWES COS INC5.9K shares-4.04%2026-03-312026-04-14

CVX CHEVRON CORPORATION6.6K shares-3.11%2026-03-312026-04-14

KO COCA COLA CO16.5K shares-5.88%2026-03-312026-04-14

XLB SELECT SECTOR SPDR TR24.5K shares-1.14%2026-03-312026-04-14

XLY SELECT SECTOR SPDR TR10.5K shares11.35%2026-03-312026-04-14

XOM EXXON MOBIL CORP7.1K shares-4.42%2026-03-312026-04-14

Sponsored

CRM SALESFORCE INC6.0K shares-4.55%2026-03-312026-04-14

V VISA INC3.7K shares-3.40%2026-03-312026-04-14

PG PROCTER & GAMBLE CO7.2K shares-5.43%2026-03-312026-04-14

IGF ISHARES TR13.4K sharesnew addition2026-03-312026-04-14

XLU SELECT SECTOR SPDR TR18.4K shares1.67%2026-03-312026-04-14

CEG CONSTELLATION ENERGY CORP2.9K shares0.00%2026-03-312026-04-14

VGT VANGUARD WORLD FD1.1K sharesnew addition2026-03-312026-04-14

PLTR PALANTIR TECHNOLOGIES INC5.2K shares1.56%2026-03-312026-04-14

Sponsored

VOX VANGUARD WORLD FD3.9K shares13.21%2026-03-312026-04-14

GLD SPDR GOLD TR1.6K shares0.00%2026-03-312026-04-14

XLRE SELECT SECTOR SPDR TR15.4K shares2.30%2026-03-312026-04-14

EXC EXELON CORP12.9K shares0.00%2026-03-312026-04-14

XLI SELECT SECTOR SPDR TR3.5K shares34.12%2026-03-312026-04-14

VHT VANGUARD WORLD FD2.1K shares-2.32%2026-03-312026-04-14

IVV ISHARES TR857 shares-14.73%2026-03-312026-04-14

DFIV DIMENSIONAL ETF TRUST10.5K sharesnew addition2026-03-312026-04-14

Sponsored

VIGI VANGUARD WHITEHALL FDS6.1K sharesnew addition2026-03-312026-04-14

XLE SELECT SECTOR SPDR TR8.4K shares13.12%2026-03-312026-04-14

DIS DISNEY WALT CO4.9K shares-68.35%2026-03-312026-04-14

SLB SLB LIMITED7.5K shares-5.19%2026-03-312026-04-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.7K shares-71.30%2026-03-312026-04-14

BLACKSTONE INC BLACKSTONE INC2.7K shares-73.81%2026-03-312026-04-14

ZBH ZIMMER BIOMET HOLDINGS INC3.1K shares-31.53%2026-03-312026-04-14

EDWARDS LIFESCIENCES CORP EDWARDS LIFESCIENCES CORP3.0K sharesnew addition2026-03-312026-04-14

Sponsored

SPY STATE STR SPDR S&P 500 ETF T372 shares0.00%2026-03-312026-04-14

COST COSTCO WHOLESALE CORPORATION226 shares-66.02%2026-03-312026-04-14

RIOT RIOT PLATFORMS INC17.8K shares0.00%2026-03-312026-04-14

XLF SELECT SECTOR SPDR TR4.4K sharesnew addition2026-03-312026-04-14

ITW ILLINOIS TOOL WKS INC811 shares0.00%2026-03-312026-04-14

WTFC WINTRUST FINL CORP1.5K shares0.00%2026-03-312026-04-14

VOE VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-14

CARR CARRIER GLOBAL CORPORATION3.5K shares-27.00%2026-03-312026-04-14

Sponsored

VUG VANGUARD INDEX FDS442 shares0.00%2026-03-312026-04-14

VSDB VANGUARD MALVERN FDS2.2K sharesnew addition2026-03-312026-04-14

LLY ELI LILLY & CO166 shares-4.60%2026-03-312026-04-14

VWO VANGUARD INTL EQUITY INDEX F2.7K shares0.00%2026-03-312026-04-14

USB US BANCORP2.7K sharesnew addition2026-03-312026-04-14

ABBV ABBVIE INC650 shares0.00%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR231 sharesnew addition2026-03-312026-04-14

WM WASTE MGMT INC DEL578 shares-4.78%2026-03-312026-04-14

Sponsored

TSLA TESLA INC322 shares0.00%2026-03-312026-04-14

MERCK & CO INC MERCK & CO INC1.0K shares0.00%2026-03-312026-04-14

FITB FIFTH THIRD BANCORP2.5K shares0.00%2026-03-312026-04-14

EFA ISHARES TR1.2K shares0.00%2026-03-312026-04-14

UNH UNITEDHEALTH GROUP INC400 shares2400.00%2026-03-312026-04-14

ALPHABET INC ALPHABET INC360 shares-12.20%2026-03-312026-04-14

MPC MARATHON PETE CORP400 shares0.00%2026-03-312026-04-14

XLP SELECT SECTOR SPDR TR1.1K sharesnew addition2026-03-312026-04-14

Sponsored

ALPHABET INC ALPHABET INC280 shares0.00%2026-03-312026-04-14

OPCH OPTION CARE HEALTH INC3.0K shares50.00%2026-03-312026-04-14

PFF ISHARES TR2.6K shares160.00%2026-03-312026-04-14

CASY CASEYS GEN STORES INC105 shares-12.50%2026-03-312026-04-14

UEC URANIUM ENERGY CORP5.7K shares0.00%2026-03-312026-04-14

AMD ADVANCED MICRO DEVICES INC352 shares0.00%2026-03-312026-04-14

BP BP PLC1.5K shares0.00%2026-03-312026-04-14

IVE ISHARES TR305 shares0.00%2026-03-312026-04-14

Sponsored

MMC MARSH & MCLENNAN COS INC375 shares0.00%2026-03-312026-04-14

INTC INTEL CORP1.3K shares0.00%2026-03-312026-04-14

DVY ISHARES TR420 shares0.00%2026-03-312026-04-14

BMY BRISTOL-MYERS SQUIBB CO1.0K shares0.00%2026-03-312026-04-14

IWM ISHARES TR246 shares0.00%2026-03-312026-04-14

BAX BAXTER INTL INC3.6K shares0.08%2026-03-312026-04-14

VIG VANGUARD SPECIALIZED FUNDS280 shares0.00%2026-03-312026-04-14

NUV NUVEEN MUN VALUE FD INC6.5K shares0.00%2026-03-312026-04-14

Sponsored

SII SPROTT INC400 shares0.00%2026-03-312026-04-14

KEYS KEYSIGHT TECHNOLOGIES INC187 shares0.00%2026-03-312026-04-14

IBIT ISHARES BITCOIN TRUST ETF1.4K shares0.00%2026-03-312026-04-14

BROADCOM INC BROADCOM INC164 shares29.13%2026-03-312026-04-14

MELI MERCADOLIBRE INC29 shares0.00%2026-03-312026-04-14

KMB KIMBERLY-CLARK CORP500 shares0.00%2026-03-312026-04-14

PGF INVESCO EXCHANGE TRADED FD T3.5K sharesnew addition2026-03-312026-04-14

CRWD CROWDSTRIKE HLDGS INC118 shares0.00%2026-03-312026-04-14

Sponsored

ET ENERGY TRANSFER L P2.4K shares0.00%2026-03-312026-04-14

TNXP TONIX PHARMACEUTICALS HLDG C3.3K shares0.00%2026-03-312026-04-14

PSX PHILLIPS 66250 shares0.00%2026-03-312026-04-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW333 shares-31.62%2026-03-312026-04-14

FBIN FORTUNE BRANDS INNOVATIONS I1.1K shares0.00%2026-03-312026-04-14

IWF ISHARES TR101 shares0.00%2026-03-312026-04-14

PFE PFIZER INC1.5K shares0.00%2026-03-312026-04-14

CRCL CIRCLE INTERNET GROUP INC413 shares106.50%2026-03-312026-04-14

Sponsored

EPD ENTERPRISE PRODS PARTNERS L1.0K shares0.00%2026-03-312026-04-14

VZ VERIZON COMMUNICATIONS INC711 shares0.00%2026-03-312026-04-14

BSX BOSTON SCIENTIFIC CORP562 shares0.00%2026-03-312026-04-14

SCHA SCHWAB STRATEGIC TR1.2K shares0.00%2026-03-312026-04-14

F FORD MTR CO2.9K shares0.00%2026-03-312026-04-14

DE DEERE & CO59 shares-6.35%2026-03-312026-04-14

QUANTA SVCS INC QUANTA SVCS INC60 sharesnew addition2026-03-312026-04-14

PDX PIMCO DYNAMIC INCOME STRATEG1.5K shares0.00%2026-03-312026-04-14

Sponsored

SOFI SOFI TECHNOLOGIES INC2.0K shares0.00%2026-03-312026-04-14

SMA SMARTSTOP SELF STORAG REIT I974 sharesnew addition2026-03-312026-04-14

MA MASTERCARD INCORPORATED59 shares-6.35%2026-03-312026-04-14

IDXX IDEXX LABS INC50 shares0.00%2026-03-312026-04-14

AJG GALLAGHER ARTHUR J & CO129 shares0.00%2026-03-312026-04-14

JEPQ J P MORGAN EXCHANGE TRADED F459 shares0.00%2026-03-312026-04-14

EWC ISHARES INC452 sharesnew addition2026-03-312026-04-14

CMCSA COMCAST CORP NEW887 shares-95.05%2026-03-312026-04-14

Sponsored

OXY OCCIDENTAL PETE CORP399 shares0.00%2026-03-312026-04-14

INTU INTUIT57 shares0.00%2026-03-312026-04-14

OKLO OKLO INC500 shares0.00%2026-03-312026-04-14

DAL DELTA AIR LINES INC350 shares0.00%2026-03-312026-04-14

ISRG INTUITIVE SURGICAL INC48 shares0.00%2026-03-312026-04-14

CL COLGATE PALMOLIVE CO252 shares0.00%2026-03-312026-04-14

MET METLIFE INC297 sharesnew addition2026-03-312026-04-14

MS MORGAN STANLEY127 shares154.00%2026-03-312026-04-14

Sponsored

ALL ALLSTATE CORP100 sharesnew addition2026-03-312026-04-14

ETH GRAYSCALE ETHEREUM STAKING1.0K shares0.00%2026-03-312026-04-14

QALT SEI EXCHANGE TRADED FUNDS785 shares-86.22%2026-03-312026-04-14

GNRC GENERAC HLDGS INC100 sharesnew addition2026-03-312026-04-14

ODFL OLD DOMINION FREIGHT LINE IN95 shares0.00%2026-03-312026-04-14

VT VANGUARD INTL EQUITY INDEX F135 shares0.00%2026-03-312026-04-14

VIRNETX HLDG CORP VIRNETX HLDG CORP1.2K shares0.00%2026-03-312026-04-14

TAK TAKEDA PHARMACEUTICAL CO LTD956 shares46.18%2026-03-312026-04-14

Sponsored

CTAS CINTAS CORP104 shares0.00%2026-03-312026-04-14

ARMP ARMATA PHARMACEUTICALS INC1.4K shares0.00%2026-03-312026-04-14

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC140 sharesnew addition2026-03-312026-04-14

IWR ISHARES TR141 shares0.00%2026-03-312026-04-14

IJH ISHARES TR200 shares0.00%2026-03-312026-04-14

WBD WARNER BROS DISCOVERY INC483 shares2.33%2026-03-312026-04-14

IJR ISHARES TR102 shares0.00%2026-03-312026-04-14

SMH VANECK ETF TRUST32 shares0.00%2026-03-312026-04-14

Sponsored

CVR PARTNERS LP/CVR NITROGEN CVR PARTNERS LP/CVR NITROGEN100 shares0.00%2026-03-312026-04-14

UMAC UNUSUAL MACHS INC1.0K shares0.00%2026-03-312026-04-14

MEI METHODE ELECTRS INC2.1K shares0.00%2026-03-312026-04-14

NFLX NETFLIX INC.120 sharesnew addition2026-03-312026-04-14

ABNB AIRBNB INC91 shares0.00%2026-03-312026-04-14

MSI MOTOROLA SOLUTIONS INC26 shares-35.00%2026-03-312026-04-14

AAL AMERICAN AIRLINES GROUP INC1.0K sharesnew addition2026-03-312026-04-14

WMT WALMART INC84 shares0.00%2026-03-312026-04-14

Sponsored

PPA INVESCO EXCHANGE TRADED FD T61 shares0.00%2026-03-312026-04-14

TSM TAIWAN SEMICONDUCTOR MANUFAC28 sharesnew addition2026-03-312026-04-14

MBC MASTERBRAND INC1.1K shares0.00%2026-03-312026-04-14

XYZ BLOCK INC150 sharesnew addition2026-03-312026-04-14

META META PLATFORMS INC15 shares0.00%2026-03-312026-04-14

MOAT VANECK ETF TRUST77 shares0.00%2026-03-312026-04-14

GNL GLOBAL NET LEASE INC783 shares0.00%2026-03-312026-04-14

AIG AMERICAN INTL GROUP INC92 shares0.00%2026-03-312026-04-14

Sponsored

SBUX STARBUCKS CORP74 shares-63.37%2026-03-312026-04-14

SYK STRYKER CORPORATION20 shares0.00%2026-03-312026-04-14

CAT CATERPILLAR INC9 shares0.00%2026-03-312026-04-14

GPN GLOBAL PMTS INC95 shares0.00%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON25 shares-63.24%2026-03-312026-04-14

ADBE ADOBE INC25 shares0.00%2026-03-312026-04-14

OSCR OSCAR HEALTH INC500 shares0.00%2026-03-312026-04-14

UBER UBER TECHNOLOGIES INC74 shares0.00%2026-03-312026-04-14

Sponsored

HON HONEYWELL INTL INC23 shares-66.67%2026-03-312026-04-14

PEP PEPSICO INC33 shares0.00%2026-03-312026-04-14

COF CAPITAL ONE FINL CORP26 sharesnew addition2026-03-312026-04-14

USHY ISHARES TR115 sharesnew addition2026-03-312026-04-14

ADP AUTOMATIC DATA PROCESSING IN18 shares0.00%2026-03-312026-04-14

PYPL PAYPAL HLDGS INC80 shares0.00%2026-03-312026-04-14

CIBR FIRST TR EXCHANGE-TRADED FD51 shares0.00%2026-03-312026-04-14

T AT&T INC100 shares-60.32%2026-03-312026-04-14

Sponsored

VTRS VIATRIS INC186 shares0.00%2026-03-312026-04-14

SPH SUBURBAN PROPANE PARTNERS L108 shares0.00%2026-03-312026-04-14

EMR EMERSON ELEC CO15 shares0.00%2026-03-312026-04-14

BHF BRIGHTHOUSE FINL INC27 sharesnew addition2026-03-312026-04-14

CHTR CHARTER COMMUNICATIONS INC3 sharesnew addition2026-03-312026-04-14

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC5 sharesnew addition2026-03-312026-04-14

PTLO PORTILLOS INC46 shares0.00%2026-03-312026-04-14

FOXA FOX CORP2 sharesnew addition2026-03-312026-04-14

Sponsored

NWSA NEWS CORP NEW1 sharesnew addition2026-03-312026-04-14

VTIP

VANGUARD MALVERN FDS

-8.60%

Shares620.2K

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

-9.16%

Shares64.5K

Event2026-03-31

Filed2026-04-14

SKOR

FLEXSHARES TR

-8.59%

Shares360.5K

Event2026-03-31

Filed2026-04-14

SJNK

SPDR SERIES TRUST

-4.40%

Shares594.2K

Event2026-03-31

Filed2026-04-14

TLTE

FLEXSHARES TR

-7.55%

Shares201.9K

Event2026-03-31

Filed2026-04-14

MBSD

FLEXSHARES TR

-9.71%

Shares608.9K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

New

Shares17.6K

Event2026-03-31

Filed2026-04-14

TLTD

FLEXSHARES TR

-8.38%

Shares103.0K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

-0.42%

Shares37.1K

Event2026-03-31

Filed2026-04-14

GOVT

ISHARES TR

-9.41%

Shares350.4K

Event2026-03-31

Filed2026-04-14

GUNR

FLEXSHARES TR

12.50%

Shares138.4K

Event2026-03-31

Filed2026-04-14

NFRA

FLEXSHARES TR

-4.48%

Shares117.6K

Event2026-03-31

Filed2026-04-14

AGG

ISHARES TR

New

Shares58.0K

Event2026-03-31

Filed2026-04-14

BND

VANGUARD BD INDEX FDS

New

Shares61.3K

Event2026-03-31

Filed2026-04-14

LKOR

FLEXSHARES TR

-8.95%

Shares108.4K

Event2026-03-31

Filed2026-04-14

GQRE

FLEXSHARES TR

-15.69%

Shares68.2K

Event2026-03-31

Filed2026-04-14

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares46.0K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

0.56%

Shares19.0K

Event2026-03-31

Filed2026-04-14

XLK

SELECT SECTOR SPDR TR

15.82%

Shares24.6K

Event2026-03-31

Filed2026-04-14

VCLT

VANGUARD SCOTTSDALE FDS

-11.31%

Shares43.2K

Event2026-03-31

Filed2026-04-14

IEFA

ISHARES TR

New

Shares33.1K

Event2026-03-31

Filed2026-04-14

ADI

ANALOG DEVICES INC

-4.02%

Shares9.1K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

-1.73%

Shares11.2K

Event2026-03-31

Filed2026-04-14

XLC

SELECT SECTOR SPDR TR

30.31%

Shares23.8K

Event2026-03-31

Filed2026-04-14

XLV

SELECT SECTOR SPDR TR

132.80%

Shares16.4K

Event2026-03-31

Filed2026-04-14

CSCO

CISCO SYS INC

-3.90%

Shares30.1K

Event2026-03-31

Filed2026-04-14

TJX

TJX COS INC NEW

-3.54%

Shares14.4K

Event2026-03-31

Filed2026-04-14

SPYV

SPDR SERIES TRUST

New

Shares38.5K

Event2026-03-31

Filed2026-04-14

SPYG

SPDR SERIES TRUST

New

Shares21.5K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

-3.25%

Shares7.2K

Event2026-03-31

Filed2026-04-14

MCHP

MICROCHIP TECHNOLOGY INC.

-3.90%

Shares31.5K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

-3.38%

Shares5.5K

Event2026-03-31

Filed2026-04-14

JCI

JOHNSON CONTROLS INTERNATION

-3.95%

Shares13.6K

Event2026-03-31

Filed2026-04-14

TDTT

FLEXSHARES TR

-14.25%

Shares74.6K

Event2026-03-31

Filed2026-04-14

ORCL

ORACLE CORP

1.86%

Shares12.4K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

-0.23%

Shares8.2K

Event2026-03-31

Filed2026-04-14

RTX CORPORATION

New

Shares8.6K

Event2026-03-31

Filed2026-04-14

EDIV

SPDR INDEX SHS FDS

New

Shares41.5K

Event2026-03-31

Filed2026-04-14

ICE

INTERCONTINENTAL EXCHANGE IN

-3.35%

Shares10.3K

Event2026-03-31

Filed2026-04-14

BIV

VANGUARD BD INDEX FDS

New

Shares20.3K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

-2.89%

Shares3.1K

Event2026-03-31

Filed2026-04-14

GENERAL DYNAMICS CORP

-3.59%

Shares4.1K

Event2026-03-31

Filed2026-04-14

LOW

LOWES COS INC

-4.04%

Shares5.9K

Event2026-03-31

Filed2026-04-14

CVX

CHEVRON CORPORATION

-3.11%

Shares6.6K

Event2026-03-31

Filed2026-04-14

COCA COLA CO

-5.88%

Shares16.5K

Event2026-03-31

Filed2026-04-14

XLB

SELECT SECTOR SPDR TR

-1.14%

Shares24.5K

Event2026-03-31

Filed2026-04-14

XLY

SELECT SECTOR SPDR TR

11.35%

Shares10.5K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

-4.42%

Shares7.1K

Event2026-03-31

Filed2026-04-14

CRM

SALESFORCE INC

-4.55%

Shares6.0K

Event2026-03-31

Filed2026-04-14

VISA INC

-3.40%

Shares3.7K

Event2026-03-31

Filed2026-04-14

PROCTER & GAMBLE CO

-5.43%

Shares7.2K

Event2026-03-31

Filed2026-04-14

IGF

ISHARES TR

New

Shares13.4K

Event2026-03-31

Filed2026-04-14

XLU

SELECT SECTOR SPDR TR

1.67%

Shares18.4K

Event2026-03-31

Filed2026-04-14

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-14

VGT

VANGUARD WORLD FD

New

Shares1.1K

Event2026-03-31

Filed2026-04-14

PLTR

PALANTIR TECHNOLOGIES INC

1.56%

Shares5.2K

Event2026-03-31

Filed2026-04-14

VOX

VANGUARD WORLD FD

13.21%

Shares3.9K

Event2026-03-31

Filed2026-04-14

GLD

SPDR GOLD TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-14

XLRE

SELECT SECTOR SPDR TR

2.30%

Shares15.4K

Event2026-03-31

Filed2026-04-14

EXC

EXELON CORP

0.00%

Shares12.9K

Event2026-03-31

Filed2026-04-14

XLI

SELECT SECTOR SPDR TR

34.12%

Shares3.5K

Event2026-03-31

Filed2026-04-14

VHT

VANGUARD WORLD FD

-2.32%

Shares2.1K

Event2026-03-31

Filed2026-04-14

IVV

ISHARES TR

-14.73%

Shares857

Event2026-03-31

Filed2026-04-14

DFIV

DIMENSIONAL ETF TRUST

New

Shares10.5K

Event2026-03-31

Filed2026-04-14

VIGI

VANGUARD WHITEHALL FDS

New

Shares6.1K

Event2026-03-31

Filed2026-04-14

XLE

SELECT SECTOR SPDR TR

13.12%

Shares8.4K

Event2026-03-31

Filed2026-04-14

DIS

DISNEY WALT CO

-68.35%

Shares4.9K

Event2026-03-31

Filed2026-04-14

SLB

SLB LIMITED

-5.19%

Shares7.5K

Event2026-03-31

Filed2026-04-14

ACCENTURE PLC IRELAND

-71.30%

Shares1.7K

Event2026-03-31

Filed2026-04-14

BLACKSTONE INC

-73.81%

Shares2.7K

Event2026-03-31

Filed2026-04-14

ZBH

ZIMMER BIOMET HOLDINGS INC

-31.53%

Shares3.1K

Event2026-03-31

Filed2026-04-14

EDWARDS LIFESCIENCES CORP

New

Shares3.0K

Event2026-03-31

Filed2026-04-14

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares372

Event2026-03-31

Filed2026-04-14

COST

COSTCO WHOLESALE CORPORATION

-66.02%

Shares226

Event2026-03-31

Filed2026-04-14

RIOT

RIOT PLATFORMS INC

0.00%

Shares17.8K

Event2026-03-31

Filed2026-04-14

XLF

SELECT SECTOR SPDR TR

New

Shares4.4K

Event2026-03-31

Filed2026-04-14

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares811

Event2026-03-31

Filed2026-04-14

WTFC

WINTRUST FINL CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-14

VOE

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-14

CARR

CARRIER GLOBAL CORPORATION

-27.00%

Shares3.5K

Event2026-03-31

Filed2026-04-14

VUG

VANGUARD INDEX FDS

0.00%

Shares442

Event2026-03-31

Filed2026-04-14

VSDB

VANGUARD MALVERN FDS

New

Shares2.2K

Event2026-03-31

Filed2026-04-14

LLY

ELI LILLY & CO

-4.60%

Shares166

Event2026-03-31

Filed2026-04-14

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-14

USB

US BANCORP

New

Shares2.7K

Event2026-03-31

Filed2026-04-14

ABBV

ABBVIE INC

0.00%

Shares650

Event2026-03-31

Filed2026-04-14

INVESCO QQQ TR

New

Shares231

Event2026-03-31

Filed2026-04-14

WASTE MGMT INC DEL

-4.78%

Shares578

Event2026-03-31

Filed2026-04-14

TSLA

TESLA INC

0.00%

Shares322

Event2026-03-31

Filed2026-04-14

MERCK & CO INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-14

FITB

FIFTH THIRD BANCORP

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-14

EFA

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-14

UNH

UNITEDHEALTH GROUP INC

2400.00%

Shares400

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-12.20%

Shares360

Event2026-03-31

Filed2026-04-14

MPC

MARATHON PETE CORP

0.00%

Shares400

Event2026-03-31

Filed2026-04-14

XLP

SELECT SECTOR SPDR TR

New

Shares1.1K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

0.00%

Shares280

Event2026-03-31

Filed2026-04-14

OPCH

OPTION CARE HEALTH INC

50.00%

Shares3.0K

Event2026-03-31

Filed2026-04-14

PFF

ISHARES TR

160.00%

Shares2.6K

Event2026-03-31

Filed2026-04-14

CASY

CASEYS GEN STORES INC

-12.50%

Shares105

Event2026-03-31

Filed2026-04-14

UEC

URANIUM ENERGY CORP

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-14

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares352

Event2026-03-31

Filed2026-04-14

BP PLC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-14

IVE

ISHARES TR

0.00%

Shares305

Event2026-03-31

Filed2026-04-14

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares375

Event2026-03-31

Filed2026-04-14

INTC

INTEL CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-14

DVY

ISHARES TR

0.00%

Shares420

Event2026-03-31

Filed2026-04-14

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-14

IWM

ISHARES TR

0.00%

Shares246

Event2026-03-31

Filed2026-04-14

BAX

BAXTER INTL INC

0.08%

Shares3.6K

Event2026-03-31

Filed2026-04-14

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares280

Event2026-03-31

Filed2026-04-14

NUV

NUVEEN MUN VALUE FD INC

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-14

SII

SPROTT INC

0.00%

Shares400

Event2026-03-31

Filed2026-04-14

KEYS

KEYSIGHT TECHNOLOGIES INC

0.00%

Shares187

Event2026-03-31

Filed2026-04-14

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-14

BROADCOM INC

29.13%

Shares164

Event2026-03-31

Filed2026-04-14

MELI

MERCADOLIBRE INC

0.00%

Shares29

Event2026-03-31

Filed2026-04-14

KMB

KIMBERLY-CLARK CORP

0.00%

Shares500

Event2026-03-31

Filed2026-04-14

PGF

INVESCO EXCHANGE TRADED FD T

New

Shares3.5K

Event2026-03-31

Filed2026-04-14

CRWD

CROWDSTRIKE HLDGS INC

0.00%

Shares118

Event2026-03-31

Filed2026-04-14

ENERGY TRANSFER L P

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-14

TNXP

TONIX PHARMACEUTICALS HLDG C

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-14

PSX

PHILLIPS 66

0.00%

Shares250

Event2026-03-31

Filed2026-04-14

DUKE ENERGY CORP NEW

-31.62%

Shares333

Event2026-03-31

Filed2026-04-14

FBIN

FORTUNE BRANDS INNOVATIONS I

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-14

IWF

ISHARES TR

0.00%

Shares101

Event2026-03-31

Filed2026-04-14

PFE

PFIZER INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-14

CRCL

CIRCLE INTERNET GROUP INC

106.50%

Shares413

Event2026-03-31

Filed2026-04-14

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-14

VERIZON COMMUNICATIONS INC

0.00%

Shares711

Event2026-03-31

Filed2026-04-14

BSX

BOSTON SCIENTIFIC CORP

0.00%

Shares562

Event2026-03-31

Filed2026-04-14

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-14

FORD MTR CO

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-14

DEERE & CO

-6.35%

Shares59

Event2026-03-31

Filed2026-04-14

QUANTA SVCS INC

New

Shares60

Event2026-03-31

Filed2026-04-14

PDX

PIMCO DYNAMIC INCOME STRATEG

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-14

SOFI

SOFI TECHNOLOGIES INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-14

SMA

SMARTSTOP SELF STORAG REIT I

New

Shares974

Event2026-03-31

Filed2026-04-14

MASTERCARD INCORPORATED

-6.35%

Shares59

Event2026-03-31

Filed2026-04-14

IDXX

IDEXX LABS INC

0.00%

Shares50

Event2026-03-31

Filed2026-04-14

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares129

Event2026-03-31

Filed2026-04-14

JEPQ

J P MORGAN EXCHANGE TRADED F

0.00%

Shares459

Event2026-03-31

Filed2026-04-14

EWC

ISHARES INC

New

Shares452

Event2026-03-31

Filed2026-04-14

CMCSA

COMCAST CORP NEW

-95.05%

Shares887

Event2026-03-31

Filed2026-04-14

OXY

OCCIDENTAL PETE CORP

0.00%

Shares399

Event2026-03-31

Filed2026-04-14

INTU

INTUIT

0.00%

Shares57

Event2026-03-31

Filed2026-04-14

OKLO

OKLO INC

0.00%

Shares500

Event2026-03-31

Filed2026-04-14

DAL

DELTA AIR LINES INC

0.00%

Shares350

Event2026-03-31

Filed2026-04-14

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares48

Event2026-03-31

Filed2026-04-14

COLGATE PALMOLIVE CO

0.00%

Shares252

Event2026-03-31

Filed2026-04-14

MET

METLIFE INC

New

Shares297

Event2026-03-31

Filed2026-04-14

MORGAN STANLEY

154.00%

Shares127

Event2026-03-31

Filed2026-04-14

ALL

ALLSTATE CORP

New

Shares100

Event2026-03-31

Filed2026-04-14

ETH

GRAYSCALE ETHEREUM STAKING

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-14

QALT

SEI EXCHANGE TRADED FUNDS

-86.22%

Shares785

Event2026-03-31

Filed2026-04-14

GNRC

GENERAC HLDGS INC

New

Shares100

Event2026-03-31

Filed2026-04-14

ODFL

OLD DOMINION FREIGHT LINE IN

0.00%

Shares95

Event2026-03-31

Filed2026-04-14

VANGUARD INTL EQUITY INDEX F

0.00%

Shares135

Event2026-03-31

Filed2026-04-14

VIRNETX HLDG CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-14

TAK

TAKEDA PHARMACEUTICAL CO LTD

46.18%

Shares956

Event2026-03-31

Filed2026-04-14

CTAS

CINTAS CORP

0.00%

Shares104

Event2026-03-31

Filed2026-04-14

ARMP

ARMATA PHARMACEUTICALS INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-14

MARVELL TECHNOLOGY INC

New

Shares140

Event2026-03-31

Filed2026-04-14

IWR

ISHARES TR

0.00%

Shares141

Event2026-03-31

Filed2026-04-14

IJH

ISHARES TR

0.00%

Shares200

Event2026-03-31

Filed2026-04-14

WBD

WARNER BROS DISCOVERY INC

2.33%

Shares483

Event2026-03-31

Filed2026-04-14

IJR

ISHARES TR

0.00%

Shares102

Event2026-03-31

Filed2026-04-14

SMH

VANECK ETF TRUST

0.00%

Shares32

Event2026-03-31

Filed2026-04-14

CVR PARTNERS LP/CVR NITROGEN

0.00%

Shares100

Event2026-03-31

Filed2026-04-14

UMAC

UNUSUAL MACHS INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-14

MEI

METHODE ELECTRS INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-14

NFLX

NETFLIX INC.

New

Shares120

Event2026-03-31

Filed2026-04-14

ABNB

AIRBNB INC

0.00%

Shares91

Event2026-03-31

Filed2026-04-14

MSI

MOTOROLA SOLUTIONS INC

-35.00%

Shares26

Event2026-03-31

Filed2026-04-14

AAL

AMERICAN AIRLINES GROUP INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-14

WMT

WALMART INC

0.00%

Shares84

Event2026-03-31

Filed2026-04-14

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares61

Event2026-03-31

Filed2026-04-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares28

Event2026-03-31

Filed2026-04-14

MBC

MASTERBRAND INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-14

XYZ

BLOCK INC

New

Shares150

Event2026-03-31

Filed2026-04-14