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The Analysis of COURIER CAPITAL LLC's Holdings & P&L

Currently, COURIER CAPITAL LLC holds 385 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in IJH (+150.3K shares, valued at $10.1M), IJR (+45.6K shares, valued at $5.7M), IGV (+41.8K shares, valued at $3.3M); decreased their positions in JAAA (-63.7K shares, valued at $3.2M), IJK (-28.5K shares, valued at $2.9M), IJJ (-19.7K shares, valued at $2.6M); initiated new positions in IGV (+41.8K shares, valued at $3.3M), PAVE (+31.4K shares, valued at $1.6M), N/A (+5.2K shares, valued at $1.0M).

1M P&L

+7.0M+0.38%

3M P&L

+9.4M+0.51%

HY P&L

+81.3M+4.61%

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/A1.2B

69.8%

2Consumer Electronics64.0M

3.8%

3Software - Infrastructure40.8M

2.4%

Top Industries by Stock Count

1N/A156 stocks

44.4%

2Banks - Regional11 stocks

3.1%

3Drug Manufacturers - General9 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVW ISHARES TR963.0K shares-0.64%2026-03-312026-04-20

IVV ISHARES TR116.8K shares-2.94%2026-03-312026-04-20

AAPL APPLE INC252.0K shares1.57%2026-03-312026-04-20

IVE ISHARES TR295.2K shares0.03%2026-03-312026-04-20

SPYG SPDR SERIES TRUST546.4K shares5.92%2026-03-312026-04-20

SPYV SPDR SERIES TRUST784.4K shares8.15%2026-03-312026-04-20

IJH SHARES TR636.8K shares30.89%2026-03-312026-04-20

IJJ ISHARES TR224.2K shares-8.06%2026-03-312026-04-20

Sponsored

IWN ISHARES TR154.4K shares1.58%2026-03-312026-04-20

EFA ISHARES TR297.9K shares1.95%2026-03-312026-04-20

MSFT MICROSOFT CORP77.4K shares-0.86%2026-03-312026-04-20

VTV VANGUARD INDEX FDS144.3K shares-0.31%2026-03-312026-04-20

IJR ISHARES TR211.9K shares27.45%2026-03-312026-04-20

IJK ISHARES TR256.4K shares-10.00%2026-03-312026-04-20

VMBS VANGUARD SCOTTSDALE FDS547.6K shares4.76%2026-03-312026-04-20

VGK VANGUARD INTL EQUITY INDEX F286.0K shares15.66%2026-03-312026-04-20

Sponsored

JPM JPMORGAN CHASE & CO76.7K shares-2.24%2026-03-312026-04-20

MBB ISHARES TR234.0K shares7.12%2026-03-312026-04-20

VNLA JANUS DETROIT STR TR446.3K shares2.79%2026-03-312026-04-20

LPHABET INC LPHABET INC72.2K shares-7.39%2026-03-312026-04-20

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T95.5K shares1.56%2026-03-312026-04-20

EMXC ISHARES INC208.0K shares8.49%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON65.0K shares1.09%2026-03-312026-04-20

FEZ SPDR INDEX SHS FDS254.7K shares0.32%2026-03-312026-04-20

Sponsored

IWO ISHARES TR49.1K shares2.69%2026-03-312026-04-20

IEI ISHARES TR125.4K shares-12.38%2026-03-312026-04-20

FBND FIDELITY MERRIMACK STR TR321.7K shares9.49%2026-03-312026-04-20

IEFA ISHARES TR155.1K shares-10.22%2026-03-312026-04-20

XOM EXXON MOBIL CORP81.1K shares0.99%2026-03-312026-04-20

IDEV SHARES TR163.5K shares21.14%2026-03-312026-04-20

IWM ISHARES TR51.3K shares0.93%2026-03-312026-04-20

SGOV ISHARES TR126.5K shares19.03%2026-03-312026-04-20

Sponsored

HDV ISHARES TR93.2K shares3.82%2026-03-312026-04-20

VYMI VANGUARD WHITEHALL FDS131.3K shares7.70%2026-03-312026-04-20

JEPI J P MORGAN EXCHANGE TRADED F203.1K shares-7.34%2026-03-312026-04-20

RTX RTX CORPORATION56.5K shares-0.76%2026-03-312026-04-20

EFG ISHARES TR97.7K shares11.47%2026-03-312026-04-20

AMZN AMAZON COM INC51.5K shares-2.34%2026-03-312026-04-20

STIP SHARES TR102.7K shares-0.06%2026-03-312026-04-20

SPY TATE STR SPDR S&P 500 ETF T16.1K shares0.66%2026-03-312026-04-20

Sponsored

CVX CHEVRON CORPORATION50.3K shares-1.71%2026-03-312026-04-20

V VISA INC33.2K shares-7.79%2026-03-312026-04-20

USMV ISHARES TR103.9K shares14.31%2026-03-312026-04-20

CSCO CISCO SYS INC123.3K shares-1.51%2026-03-312026-04-20

JSI JANUS DETROIT STR TR180.8K shares8.42%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS144.3K shares8.37%2026-03-312026-04-20

ORCL ORACLE CORP60.3K shares-0.82%2026-03-312026-04-20

VWO VANGUARD INTL EQUITY INDEX F161.0K shares3.15%2026-03-312026-04-20

Sponsored

BND VANGUARD BD INDEX FDS117.5K shares-5.27%2026-03-312026-04-20

VGLT ANGUARD SCOTTSDALE FDS154.6K shares17.71%2026-03-312026-04-20

BAC BANK AMERICA CORP174.1K shares-2.89%2026-03-312026-04-20

SPSB SPDR SERIES TRUST278.5K shares11.45%2026-03-312026-04-20

VBR VANGUARD INDEX FDS38.4K shares0.54%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS34.3K shares2.80%2026-03-312026-04-20

ALPHABET INC ALPHABET INC28.5K shares8.64%2026-03-312026-04-20

EFV ISHARES TR108.9K shares3.63%2026-03-312026-04-20

Sponsored

LMT LOCKHEED MARTIN CORP13.3K shares-0.55%2026-03-312026-04-20

LINDE PLC LINDE PLC15.8K shares-1.28%2026-03-312026-04-20

ISCF ISHARES TR180.9K shares4.33%2026-03-312026-04-20

WMT WALMART INC60.8K shares-13.13%2026-03-312026-04-20

PEP EPSICO INC48.5K shares-2.26%2026-03-312026-04-20

FLOT ISHARES TR147.2K shares2.61%2026-03-312026-04-20

JAAA ANUS DETROIT STR TR148.5K shares-30.01%2026-03-312026-04-20

XLU SELECT SECTOR SPDR TR159.0K shares-10.54%2026-03-312026-04-20

Sponsored

COST COSTCO WHOLESALE CORPORATION7.3K shares-2.21%2026-03-312026-04-20

BRK.A BERKSHIRE HATHAWAY INC DEL10 shares0.00%2026-03-312026-04-20

VRIG INVESCO ACTIVELY MANAGED EXC281.6K shares-0.85%2026-03-312026-04-20

IEMG ISHARES INC100.1K shares2.34%2026-03-312026-04-20

MTB M & T BK CORP33.1K shares0.80%2026-03-312026-04-20

SPIB SPDR SERIES TRUST202.0K shares5.09%2026-03-312026-04-20

GLDM WORLD GOLD TR70.9K shares-12.13%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC54.6K shares0.43%2026-03-312026-04-20

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS10.7K shares-9.56%2026-03-312026-04-20

CITIGROUP INC CITIGROUP INC54.3K shares-3.90%2026-03-312026-04-20

TDTF FLEXSHARES TR253.3K shares6.08%2026-03-312026-04-20

PG PROCTER & GAMBLE CO40.1K shares9.07%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL12.1K shares0.91%2026-03-312026-04-20

IYR ISHARES TR60.8K shares5.34%2026-03-312026-04-20

SHYG ISHARES TR135.8K shares7.73%2026-03-312026-04-20

AXP AMERICAN EXPRESS CO18.5K shares-3.08%2026-03-312026-04-20

Sponsored

LOW LOWES COS INC23.0K shares1.63%2026-03-312026-04-20

TJX TJX COS INC NEW34.0K shares-4.03%2026-03-312026-04-20

DFE WISDOMTREE TR74.9K shares0.99%2026-03-312026-04-20

IEF ISHARES TR55.4K shares40.13%2026-03-312026-04-20

JCPB J P MORGAN EXCHANGE TRADED F111.1K shares11.65%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR8.7K shares-1.87%2026-03-312026-04-20

BKGI BNY MELLON ETF TRUST111.5K shares10.61%2026-03-312026-04-20

XLV SELECT SECTOR SPDR TR33.7K shares4.25%2026-03-312026-04-20

Sponsored

VB VANGUARD INDEX FDS18.1K shares1.73%2026-03-312026-04-20

IXN ISHARES TR47.1K shares-3.76%2026-03-312026-04-20

SPYM SPDR SERIES TRUST61.4K shares-13.78%2026-03-312026-04-20

NVDA NVIDIA CORPORATION26.9K shares-6.41%2026-03-312026-04-20

AMGN AMGEN INC12.8K shares-2.03%2026-03-312026-04-20

CAT CATERPILLAR INC6.4K shares-4.88%2026-03-312026-04-20

FLRN SPDR SERIES TRUST144.5K shares-21.71%2026-03-312026-04-20

DIS DISNEY WALT CO44.5K shares-3.69%2026-03-312026-04-20

Sponsored

LLY ELI LILLY & CO4.7K shares0.04%2026-03-312026-04-20

IWP ISHARES TR32.9K shares0.03%2026-03-312026-04-20

HD HOME DEPOT INC12.3K shares-2.97%2026-03-312026-04-20

AVUV AMERICAN CENTY ETF TR36.2K shares11.82%2026-03-312026-04-20

SRLN SSGA ACTIVE ETF TR97.4K shares122.74%2026-03-312026-04-20

MA MASTERCARD INCORPORATED7.8K shares-6.85%2026-03-312026-04-20

SCHW SCHWAB CHARLES CORP41.0K shares-1.63%2026-03-312026-04-20

GLW CORNING INC28.1K shares-0.23%2026-03-312026-04-20

Sponsored

MEDTRONIC PLC MEDTRONIC PLC44.1K shares0.09%2026-03-312026-04-20

IJS SHARES TR32.1K shares-27.51%2026-03-312026-04-20

IFGL ISHARES TR168.3K shares7.70%2026-03-312026-04-20

ISHARES GOLD TR ISHARES GOLD TR42.7K shares-10.46%2026-03-312026-04-20

FISI FINANCIAL INSTITUTIONS INC117.2K shares1.12%2026-03-312026-04-20

XLI SELECT SECTOR SPDR TR23.0K shares8.36%2026-03-312026-04-20

GEV GE VERNOVA INC4.1K shares123.07%2026-03-312026-04-20

BROADCOM INC BROADCOM INC11.3K shares86.62%2026-03-312026-04-20

Sponsored

IWR ISHARES TR35.8K shares-0.01%2026-03-312026-04-20

CRM SALESFORCE INC18.5K shares47.12%2026-03-312026-04-20

ABBV ABBVIE INC15.8K shares4.84%2026-03-312026-04-20

WMB ILLIAMS COS INC47.3K shares-0.44%2026-03-312026-04-20

IGV ISHARES TR41.8K sharesnew addition2026-03-312026-04-20

ABT ABBOTT LABORATORIES32.4K shares1.01%2026-03-312026-04-20

IWF SHARES TR7.7K shares-8.55%2026-03-312026-04-20

SO SOUTHERN CO33.4K shares0.20%2026-03-312026-04-20

Sponsored

AMD ADVANCED MICRO DEVICES INC15.7K shares30.87%2026-03-312026-04-20

MCD MCDONALDS CORP10.1K shares-0.81%2026-03-312026-04-20

VCSH ANGUARD SCOTTSDALE FDS39.4K shares-11.64%2026-03-312026-04-20

GS OLDMAN SACHS GROUP INC3.6K shares-3.80%2026-03-312026-04-20

BA BOEING CO15.5K shares-20.88%2026-03-312026-04-20

GVI ISHARES TR28.8K shares-7.23%2026-03-312026-04-20

INTC INTEL CORP69.7K shares-6.16%2026-03-312026-04-20

TAYD TAYLOR DEVICES INC53.2K shares0.00%2026-03-312026-04-20

Sponsored

KMI INDER MORGAN INC DEL90.1K shares-0.40%2026-03-312026-04-20

AVDV AMERICAN CENTY ETF TR29.8K shares-2.76%2026-03-312026-04-20

IJT ISHARES TR20.4K shares-29.55%2026-03-312026-04-20

VLO VALERO ENERGY CORP11.9K shares-0.18%2026-03-312026-04-20

LNG CHENIERE ENERGY INC10.3K shares10.78%2026-03-312026-04-20

IWD ISHARES TR13.5K shares-1.55%2026-03-312026-04-20

UPS UNITED PARCEL SVCS INC29.2K shares105.48%2026-03-312026-04-20

R RYDER SYS INC13.9K shares-0.29%2026-03-312026-04-20

Sponsored

NOC NORTHROP GRUMMAN CORP4.1K shares-0.05%2026-03-312026-04-20

UNILEVER PLC UNILEVER PLC46.9K shares-2.32%2026-03-312026-04-20

VNQ VANGUARD INDEX FDS29.0K shares0.73%2026-03-312026-04-20

XLK SELECT SECTOR SPDR TR19.3K shares-21.98%2026-03-312026-04-20

TXN TEXAS INSTRS INC13.1K shares0.13%2026-03-312026-04-20

PFF SHARES TR83.4K shares-11.05%2026-03-312026-04-20

TMO THERMO FISHER SCIENTIFIC INC5.1K shares-5.51%2026-03-312026-04-20

MDY STATE STR SPDR S&P MIDCAP 404.0K shares0.45%2026-03-312026-04-20

Sponsored

PRU PRUDENTIAL FINL INC24.5K shares2.14%2026-03-312026-04-20

NEE NEXTERA ENERGY INC25.7K shares1.52%2026-03-312026-04-20

XONE BONDBLOXX ETF TRUST47.5K shares338.63%2026-03-312026-04-20

FSLR FIRST SOLAR INC11.7K shares5.38%2026-03-312026-04-20

WFC ELLS FARGO & CO28.4K shares-1.04%2026-03-312026-04-20

COP ONOCOPHILLIPS17.0K shares-1.23%2026-03-312026-04-20

UKE ENERGY CORP NEW UKE ENERGY CORP NEW17.1K shares-0.59%2026-03-312026-04-20

HGER HARBOR ETF TRUST71.4K shares7.60%2026-03-312026-04-20

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP6.4K shares-0.14%2026-03-312026-04-20

MDLZ MONDELEZ INTL INC38.1K shares-2.32%2026-03-312026-04-20

BMY BRISTOL-MYERS SQUIBB CO35.8K shares-0.95%2026-03-312026-04-20

PAYX PAYCHEX INC23.2K shares-3.85%2026-03-312026-04-20

VO VANGUARD INDEX FDS7.4K shares4.89%2026-03-312026-04-20

VTI VANGUARD INDEX FDS6.4K shares-1.44%2026-03-312026-04-20

MLPX GLOBAL X FDS27.1K shares-5.60%2026-03-312026-04-20

AEP AMERICAN ELEC PWR CO INC15.2K shares-8.43%2026-03-312026-04-20

Sponsored

GE AEROSPACE GE AEROSPACE7.0K shares-4.77%2026-03-312026-04-20

MDYV SPDR SERIES TRUST23.2K shares0.62%2026-03-312026-04-20

COF CAPITAL ONE FINL CORP10.4K shares17.45%2026-03-312026-04-20

DELL ELL TECHNOLOGIES INC11.6K shares15.02%2026-03-312026-04-20

BSX BOSTON SCIENTIFIC CORP30.3K shares0.04%2026-03-312026-04-20

DWM WISDOMTREE TR26.9K shares0.21%2026-03-312026-04-20

MS MORGAN STANLEY11.3K shares-4.77%2026-03-312026-04-20

IRM IRON MTN INC DEL18.0K shares-34.73%2026-03-312026-04-20

Sponsored

MMM M CO12.6K shares-3.08%2026-03-312026-04-20

T AT&T INC62.2K shares3.71%2026-03-312026-04-20

EMR EMERSON ELEC CO13.6K shares1.28%2026-03-312026-04-20

APA CORPORATION APA CORPORATION41.9K shares-2.00%2026-03-312026-04-20

EQIX EQUINIX INC1.8K shares-37.30%2026-03-312026-04-20

TRV TRAVELERS COMPANIES INC6.0K shares50.67%2026-03-312026-04-20

RIO RIO TINTO PLC18.6K shares-2.54%2026-03-312026-04-20

CMCSA COMCAST CORP NEW60.5K shares-0.38%2026-03-312026-04-20

Sponsored

IGSB ISHARES TR32.8K shares1.58%2026-03-312026-04-20

KR KROGER CO23.8K shares0.49%2026-03-312026-04-20

IEUS ISHARES TR25.7K shares0.00%2026-03-312026-04-20

IWS ISHARES TR11.5K shares0.17%2026-03-312026-04-20

FAST FASTENAL CO35.9K shares7.29%2026-03-312026-04-20

GWW W GRAINGER INC1.5K shares0.00%2026-03-312026-04-20

SPSM SPDR SERIES TRUST34.4K shares4.58%2026-03-312026-04-20

D DOMINION ENERGY INC26.6K shares-10.94%2026-03-312026-04-20

Sponsored

PLTR PALANTIR TECHNOLOGIES INC11.1K shares5.19%2026-03-312026-04-20

PAVE GLOBAL X FDS31.4K sharesnew addition2026-03-312026-04-20

ROK ROCKWELL AUTOMATION INC4.4K shares-0.18%2026-03-312026-04-20

VZ VERIZON COMMUNICATIONS INC31.3K shares-1.05%2026-03-312026-04-20

HON HONEYWELL INTL INC6.8K shares-3.22%2026-03-312026-04-20

SPDW SPDR INDEX SHS FDS33.7K shares-0.68%2026-03-312026-04-20

ADP AUTOMATIC DATA PROCESSING IN7.2K shares-1.90%2026-03-312026-04-20

KO COCA COLA CO19.1K shares-2.24%2026-03-312026-04-20

Sponsored

DLR DIGITAL RLTY TR INC8.1K shares-44.73%2026-03-312026-04-20

MOG.A MOOG INC4.9K shares-0.26%2026-03-312026-04-20

BK BANK NEW YORK MELLON CORP12.1K shares0.64%2026-03-312026-04-20

MPC MARATHON PETE CORP5.8K shares0.00%2026-03-312026-04-20

AMP AMERIPRISE FINL INC3.0K shares0.00%2026-03-312026-04-20

ROST ROSS STORES INC6.0K shares0.00%2026-03-312026-04-20

CWEN CLEARWAY ENERGY INC33.0K shares-0.56%2026-03-312026-04-20

BNL BROADSTONE NET LEASE INC70.5K shares0.00%2026-03-312026-04-20

Sponsored

CVS CVS HEALTH CORP17.8K shares2.45%2026-03-312026-04-20

FLCA FRANKLIN TEMPLETON ETF TR25.1K shares-14.74%2026-03-312026-04-20

UNH UNITEDHEALTH GROUP INC4.4K shares-0.45%2026-03-312026-04-20

META META PLATFORMS INC2.0K shares-9.74%2026-03-312026-04-20

AMAT APPLIED MATLS INC3.4K shares-2.29%2026-03-312026-04-20

FDX FEDEX CORP3.2K shares-8.40%2026-03-312026-04-20

TIP SHARES TR10.4K shares-6.15%2026-03-312026-04-20

KMB KIMBERLY-CLARK CORP11.7K shares-15.52%2026-03-312026-04-20

Sponsored

PFE PFIZER INC39.4K shares-2.73%2026-03-312026-04-20

TGT TARGET CORP9.0K shares-1.59%2026-03-312026-04-20

ATEC ALPHATEC HLDGS INC99.0K shares0.00%2026-03-312026-04-20

UNP UNION PAC CORP4.4K shares1.41%2026-03-312026-04-20

QDEF FLEXSHARES TR13.1K shares-2.54%2026-03-312026-04-20

ASTRAZENECA PLC ASTRAZENECA PLC5.2K sharesnew addition2026-03-312026-04-20

WHR WHIRLPOOL CORP19.0K shares-12.83%2026-03-312026-04-20

SU SUNCOR ENERGY INC NEW15.0K shares-3.54%2026-03-312026-04-20

Sponsored

XT SHARES TR14.5K shares1.71%2026-03-312026-04-20

EXR EXTRA SPACE STORAGE INC7.5K shares-6.93%2026-03-312026-04-20

SYK STRYKER CORPORATION3.0K shares0.07%2026-03-312026-04-20

MO ALTRIA GROUP INC14.6K shares0.26%2026-03-312026-04-20

TSM TAIWAN SEMICONDUCTOR MANUFAC2.7K shares-10.89%2026-03-312026-04-20

IYW SHARES TR5.0K shares-8.79%2026-03-312026-04-20

CRWD CROWDSTRIKE HLDGS INC2.2K sharesnew addition2026-03-312026-04-20

XLE SELECT SECTOR SPDR TR13.7K shares-2.10%2026-03-312026-04-20

Sponsored

UBER BER TECHNOLOGIES INC11.6K shares15.55%2026-03-312026-04-20

ESGD ISHARES TR8.6K shares-10.06%2026-03-312026-04-20

BDX BECTON DICKINSON & CO5.2K shares-1.35%2026-03-312026-04-20

PM HILIP MORRIS INTL INC4.9K shares22.22%2026-03-312026-04-20

VIG VANGUARD SPECIALIZED FUNDS3.7K shares0.05%2026-03-312026-04-20

BP BP PLC16.9K shares3.15%2026-03-312026-04-20

XLF SELECT SECTOR SPDR TR15.8K shares0.00%2026-03-312026-04-20

REET ISHARES TR30.9K shares0.40%2026-03-312026-04-20

Sponsored

ERIE ERIE INDTY CO3.0K shares0.53%2026-03-312026-04-20

DGX QUEST DIAGNOSTICS INC3.8K shares0.00%2026-03-312026-04-20

KLAC KLA CORP503 shares0.00%2026-03-312026-04-20

SPMD PDR SERIES TRUST12.4K shares7.28%2026-03-312026-04-20

OKTA KTA INC9.2K shares0.21%2026-03-312026-04-20

BSV VANGUARD BD INDEX FDS9.2K shares-2.54%2026-03-312026-04-20

CTVA CORTEVA INC8.4K shares-3.55%2026-03-312026-04-20

TOTALENERGIES SE TOTALENERGIES SE7.7K shares-21.29%2026-03-312026-04-20

Sponsored

CATH GLOBAL X FDS9.0K shares-23.07%2026-03-312026-04-20

GLD SPDR GOLD TR1.6K shares3.36%2026-03-312026-04-20

ATON CORP PLC ATON CORP PLC1.9K shares0.27%2026-03-312026-04-20

DHR DANAHER CORP DEL3.5K shares0.03%2026-03-312026-04-20

RF REGIONS FINANCIAL CORP NEW25.0K shares0.00%2026-03-312026-04-20

KBE SPDR SERIES TRUST10.8K shares150.85%2026-03-312026-04-20

IWB ISHARES TR1.8K shares-17.05%2026-03-312026-04-20

IGIB ISHARES TR11.5K shares1.48%2026-03-312026-04-20

Sponsored

IGE ISHARES TR9.7K shares0.00%2026-03-312026-04-20

OCUL OCULAR THERAPEUTIX INC72.1K shares2.85%2026-03-312026-04-20

MU MICRON TECHNOLOGY INC1.8K shares0.00%2026-03-312026-04-20

HSBC HSBC HLDGS PLC7.3K shares-13.66%2026-03-312026-04-20

SHEL HELL PLC6.4K shares-5.81%2026-03-312026-04-20

PSX PHILLIPS 663.3K shares0.00%2026-03-312026-04-20

VICI VICI PPTYS INC21.5K shares-8.27%2026-03-312026-04-20

VRP INVESCO EXCH TRADED FD TR II24.1K shares2.01%2026-03-312026-04-20

Sponsored

DEO DIAGEO PLC7.6K shares-3.79%2026-03-312026-04-20

ECL ECOLAB INC2.1K shares0.38%2026-03-312026-04-20

CEFA GLOBAL X FDS15.0K shares5.94%2026-03-312026-04-20

AGG ISHARES TR5.5K shares-2.64%2026-03-312026-04-20

MCK MCKESSON CORP627 shares3.29%2026-03-312026-04-20

VOE VANGUARD INDEX FDS2.9K shares7.60%2026-03-312026-04-20

SNY SANOFI SA11.2K shares-4.08%2026-03-312026-04-20

CL COLGATE PALMOLIVE CO6.3K shares-1.55%2026-03-312026-04-20

Sponsored

PAXS PIMCO ACCESS INCOME FUND37.2K shares0.00%2026-03-312026-04-20

SHLD GLOBAL X FDS7.5K sharesnew addition2026-03-312026-04-20

BLACKSTONE INC BLACKSTONE INC4.4K shares-1.13%2026-03-312026-04-20

AIG AMERICAN INTL GROUP INC6.7K shares-3.88%2026-03-312026-04-20

NFLX NETFLIX INC.5.2K shares1.78%2026-03-312026-04-20

ALL ALLSTATE CORP2.4K shares-13.28%2026-03-312026-04-20

CSX CSX CORP11.9K shares0.08%2026-03-312026-04-20

PLBC PLUMAS BANCORP10.0K shares0.00%2026-03-312026-04-20

Sponsored

XLB SELECT SECTOR SPDR TR9.7K shares0.37%2026-03-312026-04-20

ADBE ADOBE INC2.0K shares19.55%2026-03-312026-04-20

DE DEERE & CO842 shares-1.41%2026-03-312026-04-20

UBSI NITED BANKSHARES INC WEST V11.4K shares97.05%2026-03-312026-04-20

WM WASTE MGMT INC DEL2.0K shares0.59%2026-03-312026-04-20

VBK VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-04-20

RWO SPDR INDEX SHS FDS10.1K shares0.00%2026-03-312026-04-20

SHOP SHOPIFY INC3.9K sharesnew addition2026-03-312026-04-20

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP5.6K shares5.53%2026-03-312026-04-20

CAH CARDINAL HEALTH INC2.1K shares0.00%2026-03-312026-04-20

ROP ROPER TECHNOLOGIES INC1.3K shares-0.63%2026-03-312026-04-20

CB CHUBB LTD SWITZ1.4K shares0.73%2026-03-312026-04-20

LHX L3HARRIS TECHNOLOGIES INC1.3K shares0.39%2026-03-312026-04-20

SLB SLB LIMITED8.7K shares-3.86%2026-03-312026-04-20

NFG NATIONAL FUEL GAS CO4.7K shares-32.15%2026-03-312026-04-20

SJNK SPDR SERIES TRUST17.5K shares-9.24%2026-03-312026-04-20

Sponsored

QCOM QUALCOMM INC3.4K shares19.36%2026-03-312026-04-20

DLN WISDOMTREE TR4.9K shares-29.11%2026-03-312026-04-20

CARR CARRIER GLOBAL CORPORATION7.7K shares0.68%2026-03-312026-04-20

IBRX IMMUNITYBIO INC56.0K shares0.00%2026-03-312026-04-20

WWD WOODWARD INC1.2K shares0.00%2026-03-312026-04-20

APUE TRUST FOR PROFESSIONAL MANAG10.7K shares0.00%2026-03-312026-04-20

IBB ISHARES TR2.5K shares0.00%2026-03-312026-04-20

VGSH VANGUARD SCOTTSDALE FDS7.2K shares-1.40%2026-03-312026-04-20

Sponsored

NEAR ISHARES U S ETF TR8.2K shares4.54%2026-03-312026-04-20

PZA INVESCO EXCH TRADED FD TR II18.0K shares-0.06%2026-03-312026-04-20

MOG.B MOOG INC1.4K shares0.00%2026-03-312026-04-20

ED CONSOLIDATED EDISON INC3.6K shares6.07%2026-03-312026-04-20

BV FINL INC BV FINL INC20.9K shares-16.35%2026-03-312026-04-20

ADI ANALOG DEVICES INC1.2K shares28.99%2026-03-312026-04-20

ZM ZOOM COMMUNICATIONS INC4.9K shares0.18%2026-03-312026-04-20

LSBK LAKE SHORE BANCORP INC25.7K shares0.03%2026-03-312026-04-20

Sponsored

EEM ISHARES TR6.8K shares-0.71%2026-03-312026-04-20

AIQ GLOBAL X FDS8.2K sharesnew addition2026-03-312026-04-20

ALPS ETF TR ALPS ETF TR7.2K shares-12.88%2026-03-312026-04-20

VT VANGUARD INTL EQUITY INDEX F2.7K shares-0.07%2026-03-312026-04-20

HSY HERSHEY CO1.8K shares0.00%2026-03-312026-04-20

TSLA TESLA INC1.0K shares0.00%2026-03-312026-04-20

VGT VANGUARD WORLD FD531 shares-6.02%2026-03-312026-04-20

CHD CHURCH & DWIGHT CO INC3.9K shares0.00%2026-03-312026-04-20

Sponsored

USB US BANCORP6.8K shares0.01%2026-03-312026-04-20

SCHG SCHWAB STRATEGIC TR12.0K shares-14.93%2026-03-312026-04-20

YUM UM BRANDS INC2.2K shares0.00%2026-03-312026-04-20

FHEQ FIDELITY GREENWOOD STREET TR11.8K shares0.00%2026-03-312026-04-20

EFSC NTERPRISE FINL SVCS CORP6.4K shares0.00%2026-03-312026-04-20

ASML ASML HLDG NV258 shares-13.42%2026-03-312026-04-20

CAI CARIS LIFE SCIENCES INC19.0K shares122.22%2026-03-312026-04-20

WY WEYERHAEUSER CO13.4K shares-8.06%2026-03-312026-04-20

Sponsored

VENTURE GLOBAL INC VENTURE GLOBAL INC20.5K sharesnew addition2026-03-312026-04-20

XBI SPDR SERIES TRUST2.5K shares7.11%2026-03-312026-04-20

LFMD LIFEMD INC87.5K shares-12.50%2026-03-312026-04-20

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.8K shares0.00%2026-03-312026-04-20

HWM HOWMET AEROSPACE INC1.3K shares-0.08%2026-03-312026-04-20

NYF ISHARES TR5.8K sharesnew addition2026-03-312026-04-20

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.5K shares-14.93%2026-03-312026-04-20

ZBH ZIMMER BIOMET HOLDINGS INC3.3K shares0.00%2026-03-312026-04-20

Sponsored

EVR EVERCORE INC1.0K shares0.00%2026-03-312026-04-20

PTL NORTHERN LTS FD TR IV1.2K shares0.00%2026-03-312026-04-20

IYH ISHARES TR4.8K shares1.82%2026-03-312026-04-20

NUE NUCOR CORP1.7K shares0.00%2026-03-312026-04-20

WELL WELLTOWER INC1.5K shares-0.40%2026-03-312026-04-20

APH AMPHENOL CORP2.3K shares0.09%2026-03-312026-04-20

SPHQ INVESCO EXCHANGE TRADED FD T3.8K shares0.00%2026-03-312026-04-20

AMRZ AMRIZE LTD5.0K shares2.48%2026-03-312026-04-20

Sponsored

AVY AVERY DENNISON CORP1.6K shares0.12%2026-03-312026-04-20

STERIS PLC STERIS PLC1.3K shares10.80%2026-03-312026-04-20

VUG VANGUARD INDEX FDS619 shares0.00%2026-03-312026-04-20

IUSG ISHARES TR1.7K shares-0.29%2026-03-312026-04-20

DEM WISDOMTREE TR5.4K shares-5.05%2026-03-312026-04-20

SLYV SPDR SERIES TRUST2.8K shares1.86%2026-03-312026-04-20

BKT BLACKROCK INCOME TR INC24.7K shares0.00%2026-03-312026-04-20

ESGE ISHARES INC5.7K shares-13.04%2026-03-312026-04-20

Sponsored

NSC NORFOLK SOUTHN CORP895 shares-5.29%2026-03-312026-04-20

RIG TRANSOCEAN LTD38.6K shares-12.15%2026-03-312026-04-20

NVS NOVARTIS AG1.6K shares0.00%2026-03-312026-04-20

VFH VANGUARD WORLD FD2.1K shares-12.63%2026-03-312026-04-20

GILD GILEAD SCIENCES INC1.8K sharesnew addition2026-03-312026-04-20

XYL XYLEM INC2.0K shares0.00%2026-03-312026-04-20

KEYS KEYSIGHT TECHNOLOGIES INC839 sharesnew addition2026-03-312026-04-20

JCI JOHNSON CONTROLS INTERNATION1.8K shares0.00%2026-03-312026-04-20

Sponsored

ADM ARCHER DANIELS MIDLAND CO3.3K sharesnew addition2026-03-312026-04-20

SFNC SIMMONS FIRST NATL CORP12.1K shares0.00%2026-03-312026-04-20

OXY OCCIDENTAL PETE CORP3.6K sharesnew addition2026-03-312026-04-20

SLYG SPDR SERIES TRUST2.4K shares1.78%2026-03-312026-04-20

WAT WATERS CORP772 sharesnew addition2026-03-312026-04-20

KRE SPDR SERIES TRUST3.5K shares0.00%2026-03-312026-04-20

VEU VANGUARD INTL EQUITY INDEX F3.0K shares0.00%2026-03-312026-04-20

VIS VANGUARD WORLD FD720 shares-4.76%2026-03-312026-04-20

Sponsored

WWJD NORTHERN LTS FD TR IV6.0K shares0.00%2026-03-312026-04-20

THE CIGNA GROUP THE CIGNA GROUP838 shares0.00%2026-03-312026-04-20

EIX EDISON INTL3.0K sharesnew addition2026-03-312026-04-20

QNITY ELECTRONICS INC QNITY ELECTRONICS INC1.9K sharesnew addition2026-03-312026-04-20

EBAY EBAY INC.2.4K shares0.13%2026-03-312026-04-20

HPE HEWLETT PACKARD ENTERPRISE C9.0K shares0.00%2026-03-312026-04-20

VOT VANGUARD INDEX FDS826 shares0.00%2026-03-312026-04-20

PDO PIMCO DYNAMIC INCOME OPRNTS16.3K shares0.00%2026-03-312026-04-20

Sponsored

BLACKROCK INC BLACKROCK INC218 shares-1.36%2026-03-312026-04-20

APD AIR PRODUCTS AND CHEMICALS I720 sharesnew addition2026-03-312026-04-20

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.1K sharesnew addition2026-03-312026-04-20

MMC MARSH & MCLENNAN COS INC1.2K shares-85.63%2026-03-312026-04-20

URI UNITED RENTALS INC282 shares0.00%2026-03-312026-04-20

KEY KEYCORP10.2K shares0.22%2026-03-312026-04-20

GSY INVESCO ACTIVELY MANAGED EXC4.0K sharesnew addition2026-03-312026-04-20

ITW ILLINOIS TOOL WKS INC770 sharesnew addition2026-03-312026-04-20

Sponsored

KORE GROUP HLDGS INC KORE GROUP HLDGS INC20.4K shares-40.66%2026-03-312026-04-20

RAND RAND CAP CORP15.4K shares0.00%2026-03-312026-04-20

MQY BLACKROCK MUNIYILD QULT FD I16.0K shares0.00%2026-03-312026-04-20

NWBI NORTHWEST BANCSHARES INC12.7K shares1.34%2026-03-312026-04-20

MYN BLACKROCK MUNIYIELD N Y QUAL11.4K sharesnew addition2026-03-312026-04-20

PUTNAM ETF TRUST PUTNAM ETF TRUST12.1K shares0.56%2026-03-312026-04-20

ALIT ALIGHT INC100.0K sharesnew addition2026-03-312026-04-20

NSPIREMD INC NSPIREMD INC30.0K shares-45.45%2026-03-312026-04-20

Sponsored

IVVD INVIVYD INC10.0K shares0.00%2026-03-312026-04-20

IVW

ISHARES TR

-0.64%

Shares963.0K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR

-2.94%

Shares116.8K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

1.57%

Shares252.0K

Event2026-03-31

Filed2026-04-20

IVE

ISHARES TR

0.03%

Shares295.2K

Event2026-03-31

Filed2026-04-20

SPYG

SPDR SERIES TRUST

5.92%

Shares546.4K

Event2026-03-31

Filed2026-04-20

SPYV

SPDR SERIES TRUST

8.15%

Shares784.4K

Event2026-03-31

Filed2026-04-20

IJH

SHARES TR

30.89%

Shares636.8K

Event2026-03-31

Filed2026-04-20

IJJ

ISHARES TR

-8.06%

Shares224.2K

Event2026-03-31

Filed2026-04-20

IWN

ISHARES TR

1.58%

Shares154.4K

Event2026-03-31

Filed2026-04-20

EFA

ISHARES TR

1.95%

Shares297.9K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

-0.86%

Shares77.4K

Event2026-03-31

Filed2026-04-20

VTV

VANGUARD INDEX FDS

-0.31%

Shares144.3K

Event2026-03-31

Filed2026-04-20

IJR

ISHARES TR

27.45%

Shares211.9K

Event2026-03-31

Filed2026-04-20

IJK

ISHARES TR

-10.00%

Shares256.4K

Event2026-03-31

Filed2026-04-20

VMBS

VANGUARD SCOTTSDALE FDS

4.76%

Shares547.6K

Event2026-03-31

Filed2026-04-20

VGK

VANGUARD INTL EQUITY INDEX F

15.66%

Shares286.0K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

-2.24%

Shares76.7K

Event2026-03-31

Filed2026-04-20

MBB

ISHARES TR

7.12%

Shares234.0K

Event2026-03-31

Filed2026-04-20

VNLA

JANUS DETROIT STR TR

2.79%

Shares446.3K

Event2026-03-31

Filed2026-04-20

LPHABET INC

-7.39%

Shares72.2K

Event2026-03-31

Filed2026-04-20

INVESCO EXCHANGE TRADED FD T

1.56%

Shares95.5K

Event2026-03-31

Filed2026-04-20

EMXC

ISHARES INC

8.49%

Shares208.0K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

1.09%

Shares65.0K

Event2026-03-31

Filed2026-04-20

FEZ

SPDR INDEX SHS FDS

0.32%

Shares254.7K

Event2026-03-31

Filed2026-04-20

IWO

ISHARES TR

2.69%

Shares49.1K

Event2026-03-31

Filed2026-04-20

IEI

ISHARES TR

-12.38%

Shares125.4K

Event2026-03-31

Filed2026-04-20

FBND

FIDELITY MERRIMACK STR TR

9.49%

Shares321.7K

Event2026-03-31

Filed2026-04-20

IEFA

ISHARES TR

-10.22%

Shares155.1K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

0.99%

Shares81.1K

Event2026-03-31

Filed2026-04-20

IDEV

SHARES TR

21.14%

Shares163.5K

Event2026-03-31

Filed2026-04-20

IWM

ISHARES TR

0.93%

Shares51.3K

Event2026-03-31

Filed2026-04-20

SGOV

ISHARES TR

19.03%

Shares126.5K

Event2026-03-31

Filed2026-04-20

HDV

ISHARES TR

3.82%

Shares93.2K

Event2026-03-31

Filed2026-04-20

VYMI

VANGUARD WHITEHALL FDS

7.70%

Shares131.3K

Event2026-03-31

Filed2026-04-20

JEPI

J P MORGAN EXCHANGE TRADED F

-7.34%

Shares203.1K

Event2026-03-31

Filed2026-04-20

RTX

RTX CORPORATION

-0.76%

Shares56.5K

Event2026-03-31

Filed2026-04-20

EFG

ISHARES TR

11.47%

Shares97.7K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

-2.34%

Shares51.5K

Event2026-03-31

Filed2026-04-20

STIP

SHARES TR

-0.06%

Shares102.7K

Event2026-03-31

Filed2026-04-20

SPY

TATE STR SPDR S&P 500 ETF T

0.66%

Shares16.1K

Event2026-03-31

Filed2026-04-20

CVX

CHEVRON CORPORATION

-1.71%

Shares50.3K

Event2026-03-31

Filed2026-04-20

VISA INC

-7.79%

Shares33.2K

Event2026-03-31

Filed2026-04-20

USMV

ISHARES TR

14.31%

Shares103.9K

Event2026-03-31

Filed2026-04-20

CSCO

CISCO SYS INC

-1.51%

Shares123.3K

Event2026-03-31

Filed2026-04-20

JSI

JANUS DETROIT STR TR

8.42%

Shares180.8K

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

8.37%

Shares144.3K

Event2026-03-31

Filed2026-04-20

ORCL

ORACLE CORP

-0.82%

Shares60.3K

Event2026-03-31

Filed2026-04-20

VWO

VANGUARD INTL EQUITY INDEX F

3.15%

Shares161.0K

Event2026-03-31

Filed2026-04-20

BND

VANGUARD BD INDEX FDS

-5.27%

Shares117.5K

Event2026-03-31

Filed2026-04-20

VGLT

ANGUARD SCOTTSDALE FDS

17.71%

Shares154.6K

Event2026-03-31

Filed2026-04-20

BAC

BANK AMERICA CORP

-2.89%

Shares174.1K

Event2026-03-31

Filed2026-04-20

SPSB

SPDR SERIES TRUST

11.45%

Shares278.5K

Event2026-03-31

Filed2026-04-20

VBR

VANGUARD INDEX FDS

0.54%

Shares38.4K

Event2026-03-31

Filed2026-04-20

IBM

INTERNATIONAL BUSINESS MACHS

2.80%

Shares34.3K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

8.64%

Shares28.5K

Event2026-03-31

Filed2026-04-20

EFV

ISHARES TR

3.63%

Shares108.9K

Event2026-03-31

Filed2026-04-20

LMT

LOCKHEED MARTIN CORP

-0.55%

Shares13.3K

Event2026-03-31

Filed2026-04-20

LINDE PLC

-1.28%

Shares15.8K

Event2026-03-31

Filed2026-04-20

ISCF

ISHARES TR

4.33%

Shares180.9K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

-13.13%

Shares60.8K

Event2026-03-31

Filed2026-04-20

PEP

EPSICO INC

-2.26%

Shares48.5K

Event2026-03-31

Filed2026-04-20

FLOT

ISHARES TR

2.61%

Shares147.2K

Event2026-03-31

Filed2026-04-20

JAAA

ANUS DETROIT STR TR

-30.01%

Shares148.5K

Event2026-03-31

Filed2026-04-20

XLU

SELECT SECTOR SPDR TR

-10.54%

Shares159.0K

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHOLESALE CORPORATION

-2.21%

Shares7.3K

Event2026-03-31

Filed2026-04-20

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares10

Event2026-03-31

Filed2026-04-20

VRIG

INVESCO ACTIVELY MANAGED EXC

-0.85%

Shares281.6K

Event2026-03-31

Filed2026-04-20

IEMG

ISHARES INC

2.34%

Shares100.1K

Event2026-03-31

Filed2026-04-20

MTB

M & T BK CORP

0.80%

Shares33.1K

Event2026-03-31

Filed2026-04-20

SPIB

SPDR SERIES TRUST

5.09%

Shares202.0K

Event2026-03-31

Filed2026-04-20

GLDM

WORLD GOLD TR

-12.13%

Shares70.9K

Event2026-03-31

Filed2026-04-20

MERCK & CO INC

0.43%

Shares54.6K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

-9.56%

Shares10.7K

Event2026-03-31

Filed2026-04-20

CITIGROUP INC

-3.90%

Shares54.3K

Event2026-03-31

Filed2026-04-20

TDTF

FLEXSHARES TR

6.08%

Shares253.3K

Event2026-03-31

Filed2026-04-20

PROCTER & GAMBLE CO

9.07%

Shares40.1K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

0.91%

Shares12.1K

Event2026-03-31

Filed2026-04-20

IYR

ISHARES TR

5.34%

Shares60.8K

Event2026-03-31

Filed2026-04-20

SHYG

ISHARES TR

7.73%

Shares135.8K

Event2026-03-31

Filed2026-04-20

AXP

AMERICAN EXPRESS CO

-3.08%

Shares18.5K

Event2026-03-31

Filed2026-04-20

LOW

LOWES COS INC

1.63%

Shares23.0K

Event2026-03-31

Filed2026-04-20

TJX

TJX COS INC NEW

-4.03%

Shares34.0K

Event2026-03-31

Filed2026-04-20

DFE

WISDOMTREE TR

0.99%

Shares74.9K

Event2026-03-31

Filed2026-04-20

IEF

ISHARES TR

40.13%

Shares55.4K

Event2026-03-31

Filed2026-04-20

JCPB

J P MORGAN EXCHANGE TRADED F

11.65%

Shares111.1K

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR

-1.87%

Shares8.7K

Event2026-03-31

Filed2026-04-20

BKGI

BNY MELLON ETF TRUST

10.61%

Shares111.5K

Event2026-03-31

Filed2026-04-20

XLV

SELECT SECTOR SPDR TR

4.25%

Shares33.7K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

1.73%

Shares18.1K

Event2026-03-31

Filed2026-04-20

IXN

ISHARES TR

-3.76%

Shares47.1K

Event2026-03-31

Filed2026-04-20

SPYM

SPDR SERIES TRUST

-13.78%

Shares61.4K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

-6.41%

Shares26.9K

Event2026-03-31

Filed2026-04-20

AMGN

AMGEN INC

-2.03%

Shares12.8K

Event2026-03-31

Filed2026-04-20

CAT

CATERPILLAR INC

-4.88%

Shares6.4K

Event2026-03-31

Filed2026-04-20

FLRN

SPDR SERIES TRUST

-21.71%

Shares144.5K

Event2026-03-31

Filed2026-04-20

DIS

DISNEY WALT CO

-3.69%

Shares44.5K

Event2026-03-31

Filed2026-04-20

LLY

ELI LILLY & CO

0.04%

Shares4.7K

Event2026-03-31

Filed2026-04-20

IWP

ISHARES TR

0.03%

Shares32.9K

Event2026-03-31

Filed2026-04-20

HOME DEPOT INC

-2.97%

Shares12.3K

Event2026-03-31

Filed2026-04-20

AVUV

AMERICAN CENTY ETF TR

11.82%

Shares36.2K

Event2026-03-31

Filed2026-04-20

SRLN

SSGA ACTIVE ETF TR

122.74%

Shares97.4K

Event2026-03-31

Filed2026-04-20

MASTERCARD INCORPORATED

-6.85%

Shares7.8K

Event2026-03-31

Filed2026-04-20

SCHW

SCHWAB CHARLES CORP

-1.63%

Shares41.0K

Event2026-03-31

Filed2026-04-20

GLW

CORNING INC

-0.23%

Shares28.1K

Event2026-03-31

Filed2026-04-20

MEDTRONIC PLC

0.09%

Shares44.1K

Event2026-03-31

Filed2026-04-20

IJS

SHARES TR

-27.51%

Shares32.1K

Event2026-03-31

Filed2026-04-20

IFGL

ISHARES TR

7.70%

Shares168.3K

Event2026-03-31

Filed2026-04-20

ISHARES GOLD TR

-10.46%

Shares42.7K

Event2026-03-31

Filed2026-04-20

FISI

FINANCIAL INSTITUTIONS INC

1.12%

Shares117.2K

Event2026-03-31

Filed2026-04-20

XLI

SELECT SECTOR SPDR TR

8.36%

Shares23.0K

Event2026-03-31

Filed2026-04-20

GEV

GE VERNOVA INC

123.07%

Shares4.1K

Event2026-03-31

Filed2026-04-20

BROADCOM INC

86.62%

Shares11.3K

Event2026-03-31

Filed2026-04-20

IWR

ISHARES TR

-0.01%

Shares35.8K

Event2026-03-31

Filed2026-04-20

CRM

SALESFORCE INC

47.12%

Shares18.5K

Event2026-03-31

Filed2026-04-20

ABBV

ABBVIE INC

4.84%

Shares15.8K

Event2026-03-31

Filed2026-04-20

WMB

ILLIAMS COS INC

-0.44%

Shares47.3K

Event2026-03-31

Filed2026-04-20

IGV

ISHARES TR

New

Shares41.8K

Event2026-03-31

Filed2026-04-20

ABT

ABBOTT LABORATORIES

1.01%

Shares32.4K

Event2026-03-31

Filed2026-04-20

IWF

SHARES TR

-8.55%

Shares7.7K

Event2026-03-31

Filed2026-04-20

SOUTHERN CO

0.20%

Shares33.4K

Event2026-03-31

Filed2026-04-20

AMD

ADVANCED MICRO DEVICES INC

30.87%

Shares15.7K

Event2026-03-31

Filed2026-04-20

MCD

MCDONALDS CORP

-0.81%

Shares10.1K

Event2026-03-31

Filed2026-04-20

VCSH

ANGUARD SCOTTSDALE FDS

-11.64%

Shares39.4K

Event2026-03-31

Filed2026-04-20

OLDMAN SACHS GROUP INC

-3.80%

Shares3.6K

Event2026-03-31

Filed2026-04-20

BOEING CO

-20.88%

Shares15.5K

Event2026-03-31

Filed2026-04-20

GVI

ISHARES TR

-7.23%

Shares28.8K

Event2026-03-31

Filed2026-04-20

INTC

INTEL CORP

-6.16%

Shares69.7K

Event2026-03-31

Filed2026-04-20

TAYD

TAYLOR DEVICES INC

0.00%

Shares53.2K

Event2026-03-31

Filed2026-04-20

KMI

INDER MORGAN INC DEL

-0.40%

Shares90.1K

Event2026-03-31

Filed2026-04-20

AVDV

AMERICAN CENTY ETF TR

-2.76%

Shares29.8K

Event2026-03-31

Filed2026-04-20

IJT

ISHARES TR

-29.55%

Shares20.4K

Event2026-03-31

Filed2026-04-20

VLO

VALERO ENERGY CORP

-0.18%

Shares11.9K

Event2026-03-31

Filed2026-04-20

LNG

CHENIERE ENERGY INC

10.78%

Shares10.3K

Event2026-03-31

Filed2026-04-20

IWD

ISHARES TR

-1.55%

Shares13.5K

Event2026-03-31

Filed2026-04-20

UPS

UNITED PARCEL SVCS INC

105.48%

Shares29.2K

Event2026-03-31

Filed2026-04-20

RYDER SYS INC

-0.29%

Shares13.9K

Event2026-03-31

Filed2026-04-20

NOC

NORTHROP GRUMMAN CORP

-0.05%

Shares4.1K

Event2026-03-31

Filed2026-04-20

UNILEVER PLC

-2.32%

Shares46.9K

Event2026-03-31

Filed2026-04-20

VNQ

VANGUARD INDEX FDS

0.73%

Shares29.0K

Event2026-03-31

Filed2026-04-20

XLK

SELECT SECTOR SPDR TR

-21.98%

Shares19.3K

Event2026-03-31

Filed2026-04-20

TXN

TEXAS INSTRS INC

0.13%

Shares13.1K

Event2026-03-31

Filed2026-04-20

PFF

SHARES TR

-11.05%

Shares83.4K

Event2026-03-31

Filed2026-04-20

TMO

THERMO FISHER SCIENTIFIC INC

-5.51%

Shares5.1K

Event2026-03-31

Filed2026-04-20

MDY

STATE STR SPDR S&P MIDCAP 40

0.45%

Shares4.0K

Event2026-03-31

Filed2026-04-20

PRU

PRUDENTIAL FINL INC

2.14%

Shares24.5K

Event2026-03-31

Filed2026-04-20

NEE

NEXTERA ENERGY INC

1.52%

Shares25.7K

Event2026-03-31

Filed2026-04-20

XONE

BONDBLOXX ETF TRUST

338.63%

Shares47.5K

Event2026-03-31

Filed2026-04-20

FSLR

FIRST SOLAR INC

5.38%

Shares11.7K

Event2026-03-31

Filed2026-04-20

WFC

ELLS FARGO & CO

-1.04%

Shares28.4K

Event2026-03-31

Filed2026-04-20

COP

ONOCOPHILLIPS

-1.23%

Shares17.0K

Event2026-03-31

Filed2026-04-20

UKE ENERGY CORP NEW

-0.59%

Shares17.1K

Event2026-03-31

Filed2026-04-20

HGER

HARBOR ETF TRUST

7.60%

Shares71.4K

Event2026-03-31

Filed2026-04-20

GENERAL DYNAMICS CORP

-0.14%

Shares6.4K

Event2026-03-31

Filed2026-04-20

MDLZ

MONDELEZ INTL INC

-2.32%

Shares38.1K

Event2026-03-31

Filed2026-04-20

BMY

BRISTOL-MYERS SQUIBB CO

-0.95%

Shares35.8K

Event2026-03-31

Filed2026-04-20

PAYX

PAYCHEX INC

-3.85%

Shares23.2K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

4.89%

Shares7.4K

Event2026-03-31

Filed2026-04-20

VTI

VANGUARD INDEX FDS

-1.44%

Shares6.4K

Event2026-03-31

Filed2026-04-20

MLPX

GLOBAL X FDS

-5.60%

Shares27.1K

Event2026-03-31

Filed2026-04-20

AEP

AMERICAN ELEC PWR CO INC

-8.43%

Shares15.2K

Event2026-03-31

Filed2026-04-20

GE AEROSPACE

-4.77%

Shares7.0K

Event2026-03-31

Filed2026-04-20

MDYV

SPDR SERIES TRUST

0.62%

Shares23.2K

Event2026-03-31

Filed2026-04-20

COF

CAPITAL ONE FINL CORP

17.45%

Shares10.4K

Event2026-03-31

Filed2026-04-20

DELL

ELL TECHNOLOGIES INC

15.02%

Shares11.6K

Event2026-03-31

Filed2026-04-20

BSX

BOSTON SCIENTIFIC CORP

0.04%

Shares30.3K

Event2026-03-31

Filed2026-04-20

DWM

WISDOMTREE TR

0.21%

Shares26.9K

Event2026-03-31

Filed2026-04-20

MORGAN STANLEY

-4.77%

Shares11.3K

Event2026-03-31

Filed2026-04-20

IRM

IRON MTN INC DEL

-34.73%

Shares18.0K

Event2026-03-31

Filed2026-04-20

MMM

M CO

-3.08%

Shares12.6K

Event2026-03-31

Filed2026-04-20

AT&T INC

3.71%

Shares62.2K

Event2026-03-31

Filed2026-04-20

EMR

EMERSON ELEC CO

1.28%

Shares13.6K

Event2026-03-31

Filed2026-04-20

APA CORPORATION

-2.00%

Shares41.9K

Event2026-03-31

Filed2026-04-20

EQIX

EQUINIX INC

-37.30%

Shares1.8K

Event2026-03-31

Filed2026-04-20

TRV

TRAVELERS COMPANIES INC

50.67%

Shares6.0K

Event2026-03-31

Filed2026-04-20

RIO

RIO TINTO PLC

-2.54%

Shares18.6K

Event2026-03-31

Filed2026-04-20

CMCSA

COMCAST CORP NEW

-0.38%

Shares60.5K

Event2026-03-31

Filed2026-04-20

IGSB

ISHARES TR

1.58%

Shares32.8K

Event2026-03-31

Filed2026-04-20

KROGER CO

0.49%

Shares23.8K

Event2026-03-31

Filed2026-04-20

IEUS

ISHARES TR

0.00%

Shares25.7K

Event2026-03-31

Filed2026-04-20

IWS

ISHARES TR

0.17%

Shares11.5K

Event2026-03-31

Filed2026-04-20

FAST

FASTENAL CO

7.29%

Shares35.9K

Event2026-03-31

Filed2026-04-20

GWW

W GRAINGER INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-20

SPSM

SPDR SERIES TRUST

4.58%

Shares34.4K

Event2026-03-31

Filed2026-04-20

DOMINION ENERGY INC

-10.94%

Shares26.6K

Event2026-03-31

Filed2026-04-20

PLTR

PALANTIR TECHNOLOGIES INC

5.19%

Shares11.1K

Event2026-03-31

Filed2026-04-20

PAVE

GLOBAL X FDS

New

Shares31.4K

Event2026-03-31

Filed2026-04-20

ROK

ROCKWELL AUTOMATION INC

-0.18%

Shares4.4K

Event2026-03-31

Filed2026-04-20

VERIZON COMMUNICATIONS INC

-1.05%

Shares31.3K

Event2026-03-31

Filed2026-04-20

HON

HONEYWELL INTL INC

-3.22%

Shares6.8K

Event2026-03-31

Filed2026-04-20

SPDW

SPDR INDEX SHS FDS

-0.68%

Shares33.7K

Event2026-03-31

Filed2026-04-20

ADP

AUTOMATIC DATA PROCESSING IN

-1.90%

Shares7.2K

Event2026-03-31

Filed2026-04-20

COCA COLA CO

-2.24%

Shares19.1K

Event2026-03-31

Filed2026-04-20

DLR

DIGITAL RLTY TR INC

-44.73%

Shares8.1K

Event2026-03-31

Filed2026-04-20

MOG.A

MOOG INC

-0.26%

Shares4.9K

Event2026-03-31

Filed2026-04-20

BANK NEW YORK MELLON CORP

0.64%

Shares12.1K

Event2026-03-31

Filed2026-04-20

MPC

MARATHON PETE CORP

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-20

AMP

AMERIPRISE FINL INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-20

ROST

ROSS STORES INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-20

CWEN

CLEARWAY ENERGY INC

-0.56%

Shares33.0K

Event2026-03-31

Filed2026-04-20

BNL

BROADSTONE NET LEASE INC

0.00%

Shares70.5K

Event2026-03-31

Filed2026-04-20

CVS

CVS HEALTH CORP

2.45%

Shares17.8K

Event2026-03-31

Filed2026-04-20

FLCA

FRANKLIN TEMPLETON ETF TR

-14.74%

Shares25.1K

Event2026-03-31

Filed2026-04-20

UNH

UNITEDHEALTH GROUP INC

-0.45%

Shares4.4K

Event2026-03-31

Filed2026-04-20