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

Currently, Cranbrook Wealth Management, LLC holds 385 types of securities in its portfolio with a total value $491.6M. In the most recent quarter, they have increased their positions in HYDB (+12.2K shares, valued at $568.5K), N/A (+930 shares, valued at $555.7K), IBIT (+11.5K shares, valued at $441.9K); decreased their positions in ISTB (-31.0K shares, valued at $1.5M), BNDX (-29.7K shares, valued at $1.4M), N/A (-10.5K shares, valued at $928.2K); initiated new positions in FITB (+2.2K shares, valued at $102.6K), CVS (+300 shares, valued at $21.5K), HII (+50 shares, valued at $19.0K).

1M P&L

+13.6M+2.74%

3M P&L

-148.5M-22.56%

HY P&L

-120.0M-19.06%

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/A430.6M

90.0%

2Consumer Electronics6.8M

1.4%

3Drug Manufacturers - General4.8M

1.0%

Top Industries by Stock Count

1N/A139 stocks

39.5%

2Utilities - Regulated Electric13 stocks

3.7%

3Semiconductors10 stocks

2.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIV VANGUARD BD INDEX FDS718.3K shares0.32%2026-03-312026-04-15

IVV ISHARES TR83.9K shares-0.19%2026-03-312026-04-15

IEFA ISHARES TR395.3K shares-2.10%2026-03-312026-04-15

VO VANGUARD INDEX FDS108.1K shares0.29%2026-03-312026-04-15

BNDX VANGUARD CHARLOTTE FDS383.5K shares-7.19%2026-03-312026-04-15

SCHF SCHWAB STRATEGIC TR672.3K shares0.34%2026-03-312026-04-15

IJR ISHARES TR107.4K shares-3.17%2026-03-312026-04-15

VUG VANGUARD INDEX FDS27.4K shares-0.64%2026-03-312026-04-15

Sponsored

VV VANGUARD INDEX FDS37.6K shares-2.33%2026-03-312026-04-15

VTV VANGUARD INDEX FDS55.3K shares0.45%2026-03-312026-04-15

VWO VANGUARD INTL EQUITY INDEX F185.2K shares-1.68%2026-03-312026-04-15

GLD SPDR GOLD TR20.6K shares-9.30%2026-03-312026-04-15

XLK SELECT SECTOR SPDR TR64.3K shares-0.70%2026-03-312026-04-15

EFG ISHARES TR75.8K shares-3.83%2026-03-312026-04-15

ISHARES GOLD TR ISHARES GOLD TR92.9K shares-10.18%2026-03-312026-04-15

VOE VANGUARD INDEX FDS41.0K shares-1.28%2026-03-312026-04-15

Sponsored

AAPL APPLE INC26.8K shares-1.38%2026-03-312026-04-15

IVW ISHARES TR58.3K shares-0.76%2026-03-312026-04-15

HYG ISHARES TR78.5K shares1.72%2026-03-312026-04-15

VOT VANGUARD INDEX FDS23.5K shares0.42%2026-03-312026-04-15

IBIT ISHARES BITCOIN TRUST ETF146.7K shares8.51%2026-03-312026-04-15

ISTB ISHARES TR116.1K shares-21.06%2026-03-312026-04-15

TIP ISHARES TR47.7K shares1.77%2026-03-312026-04-15

IVE ISHARES TR23.4K shares-1.55%2026-03-312026-04-15

Sponsored

BSV VANGUARD BD INDEX FDS62.7K shares-15.35%2026-03-312026-04-15

EFV ISHARES TR65.7K shares-4.27%2026-03-312026-04-15

IJH ISHARES TR71.5K shares-3.82%2026-03-312026-04-15

DSI ISHARES TR35.2K shares0.30%2026-03-312026-04-15

IEMG ISHARES INC60.1K shares-2.22%2026-03-312026-04-15

IJK ISHARES TR38.3K shares-1.45%2026-03-312026-04-15

IJJ ISHARES TR28.7K shares-4.29%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO12.7K shares0.00%2026-03-312026-04-15

Sponsored

VTIP VANGUARD MALVERN FDS71.4K shares11.10%2026-03-312026-04-15

VBR VANGUARD INDEX FDS16.0K shares-4.46%2026-03-312026-04-15

IWM ISHARES TR13.8K shares-2.42%2026-03-312026-04-15

IWB ISHARES TR9.6K shares-0.83%2026-03-312026-04-15

ABBV ABBVIE INC14.7K shares-0.12%2026-03-312026-04-15

VBK VANGUARD INDEX FDS9.4K shares-4.66%2026-03-312026-04-15

MSFT MICROSOFT CORP7.6K shares-2.86%2026-03-312026-04-15

ESGD ISHARES TR24.9K shares-2.53%2026-03-312026-04-15

Sponsored

SPY STATE STR SPDR S&P 500 ETF T3.6K shares-0.64%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS34.5K shares-3.57%2026-03-312026-04-15

SPTI SPDR SERIES TRUST73.7K shares22.26%2026-03-312026-04-15

XLU SELECT SECTOR SPDR TR44.0K shares-0.58%2026-03-312026-04-15

CAT CATERPILLAR INC2.8K shares-1.39%2026-03-312026-04-15

VB VANGUARD INDEX FDS7.1K shares-22.02%2026-03-312026-04-15

SYK STRYKER CORPORATION5.6K shares-0.18%2026-03-312026-04-15

ESGU ISHARES TR12.7K shares1.91%2026-03-312026-04-15

Sponsored

EAGG ISHARES TR35.9K shares12.46%2026-03-312026-04-15

IJT ISHARES TR11.3K shares-2.17%2026-03-312026-04-15

IJS ISHARES TR13.8K shares-2.68%2026-03-312026-04-15

RTX RTX CORPORATION8.4K shares0.00%2026-03-312026-04-15

MUB ISHARES TR14.8K shares0.00%2026-03-312026-04-15

HYDB ISHARES TR33.1K shares58.47%2026-03-312026-04-15

VTEB VANGUARD MUN BD FDS26.8K shares30.43%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS2.2K shares72.37%2026-03-312026-04-15

Sponsored

IWP ISHARES TR10.0K shares0.00%2026-03-312026-04-15

ABT ABBOTT LABORATORIES11.4K shares-7.31%2026-03-312026-04-15

NVDA NVIDIA CORPORATION6.6K shares0.00%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON4.4K shares0.00%2026-03-312026-04-15

ESML ISHARES TR22.6K shares-0.36%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS4.9K shares0.00%2026-03-312026-04-15

VMC VULCAN MATLS CO3.8K shares0.00%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS4.2K shares0.02%2026-03-312026-04-15

Sponsored

DTE DTE ENERGY CO6.5K shares0.00%2026-03-312026-04-15

AMAT APPLIED MATLS INC2.7K shares0.00%2026-03-312026-04-15

ECL ECOLAB INC3.3K shares0.00%2026-03-312026-04-15

WSO WATSCO INC2.3K shares-1.92%2026-03-312026-04-15

AMZN AMAZON COM INC4.0K shares-13.06%2026-03-312026-04-15

STERIS PLC STERIS PLC3.3K shares0.00%2026-03-312026-04-15

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-15

TMO THERMO FISHER SCIENTIFIC INC1.5K shares0.00%2026-03-312026-04-15

Sponsored

SPYM SPDR SERIES TRUST9.0K shares0.86%2026-03-312026-04-15

IWR ISHARES TR7.0K shares0.00%2026-03-312026-04-15

EEM ISHARES TR11.0K shares-6.23%2026-03-312026-04-15

SO SOUTHERN CO6.2K shares0.00%2026-03-312026-04-15

RODM LATTICE STRATEGIES TR15.0K shares-7.07%2026-03-312026-04-15

CSCO CISCO SYS INC7.3K shares0.00%2026-03-312026-04-15

DE DEERE & CO995 shares-27.90%2026-03-312026-04-15

NOC NORTHROP GRUMMAN CORP813 shares0.00%2026-03-312026-04-15

Sponsored

MERCK & CO INC MERCK & CO INC4.5K shares0.00%2026-03-312026-04-15

VEU VANGUARD INTL EQUITY INDEX F7.1K shares-12.57%2026-03-312026-04-15

HEFA ISHARES TR12.6K shares0.00%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares0.00%2026-03-312026-04-15

XOM EXXON MOBIL CORP3.0K shares-3.93%2026-03-312026-04-15

PEP PEPSICO INC3.2K shares0.31%2026-03-312026-04-15

XLB SELECT SECTOR SPDR TR9.9K shares16.72%2026-03-312026-04-15

IWO ISHARES TR1.5K shares-9.18%2026-03-312026-04-15

Sponsored

MCD MCDONALDS CORP1.4K shares0.00%2026-03-312026-04-15

ALPHABET INC ALPHABET INC1.5K shares0.00%2026-03-312026-04-15

SPTS SPDR SERIES TRUST14.7K shares-1.46%2026-03-312026-04-15

IWS ISHARES TR2.9K shares-1.75%2026-03-312026-04-15

DTM DT MIDSTREAM INC3.1K shares0.00%2026-03-312026-04-15

VTI VANGUARD INDEX FDS1.3K shares6.04%2026-03-312026-04-15

OXY OCCIDENTAL PETE CORP6.2K shares0.00%2026-03-312026-04-15

HD HOME DEPOT INC1.2K shares-7.68%2026-03-312026-04-15

Sponsored

VAW VANGUARD WORLD FD1.7K shares-7.20%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION378 shares-7.13%2026-03-312026-04-15

HOLX HOLOGIC INC4.9K shares0.00%2026-03-312026-04-15

IDXX IDEXX LABS INC611 shares0.00%2026-03-312026-04-15

ITOT ISHARES TR2.3K shares3.14%2026-03-312026-04-15

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.3K shares0.00%2026-03-312026-04-15

EXG EATON VANCE TAX-MANAGED GLOB36.9K shares0.00%2026-03-312026-04-15

ALC ALCON AG4.2K shares-1.57%2026-03-312026-04-15

Sponsored

WMT WALMART INC2.5K shares0.04%2026-03-312026-04-15

HEEM ISHARES INC8.2K shares0.00%2026-03-312026-04-15

INTC INTEL CORP6.8K shares0.00%2026-03-312026-04-15

FRME FIRST MERCHANTS CORP7.7K shares0.00%2026-03-312026-04-15

DHR DANAHER CORP DEL1.5K shares-8.15%2026-03-312026-04-15

AEP AMERICAN ELEC PWR CO INC2.1K shares0.00%2026-03-312026-04-15

ESGE ISHARES INC6.0K shares0.00%2026-03-312026-04-15

LLY ELI LILLY & CO287 shares0.00%2026-03-312026-04-15

Sponsored

SPSM SPDR SERIES TRUST5.3K shares0.08%2026-03-312026-04-15

GS GOLDMAN SACHS GROUP INC300 shares0.00%2026-03-312026-04-15

EFA ISHARES TR2.6K shares0.00%2026-03-312026-04-15

XEL XCEL ENERGY INC2.9K shares0.00%2026-03-312026-04-15

XLV SELECT SECTOR SPDR TR1.5K shares-0.86%2026-03-312026-04-15

AMD ADVANCED MICRO DEVICES INC1.0K shares0.00%2026-03-312026-04-15

VGT VANGUARD WORLD FD296 shares0.00%2026-03-312026-04-15

YUM YUM BRANDS INC1.3K shares0.16%2026-03-312026-04-15

Sponsored

ODFL OLD DOMINION FREIGHT LINE IN1.0K shares-2.91%2026-03-312026-04-15

PM PHILIP MORRIS INTL INC1.2K shares0.26%2026-03-312026-04-15

WWD WOODWARD INC519 shares0.00%2026-03-312026-04-15

DVY ISHARES TR1.2K shares0.00%2026-03-312026-04-15

CVX CHEVRON CORPORATION859 shares0.00%2026-03-312026-04-15

TFLR T ROWE PRICE ETF INC3.3K shares2.97%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR285 shares0.00%2026-03-312026-04-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.2K shares0.00%2026-03-312026-04-15

Sponsored

XLY SELECT SECTOR SPDR TR1.5K shares7.47%2026-03-312026-04-15

TSLA TESLA INC427 shares-31.90%2026-03-312026-04-15

MPC MARATHON PETE CORP650 shares0.00%2026-03-312026-04-15

ORCL ORACLE CORP1.1K shares0.00%2026-03-312026-04-15

XLRE SELECT SECTOR SPDR TR3.8K shares15.79%2026-03-312026-04-15

CRDO CREDO TECHNOLOGY GROUP HOLDI1.6K shares0.00%2026-03-312026-04-15

T AT&T INC5.2K shares0.00%2026-03-312026-04-15

XLE SELECT SECTOR SPDR TR2.4K shares-5.15%2026-03-312026-04-15

Sponsored

PAYX PAYCHEX INC1.6K shares-9.10%2026-03-312026-04-15

ED CONSOLIDATED EDISON INC1.3K shares0.00%2026-03-312026-04-15

SCHW SCHWAB CHARLES CORP1.5K shares0.00%2026-03-312026-04-15

ALPHABET INC ALPHABET INC502 shares0.20%2026-03-312026-04-15

COIN COINBASE GLOBAL INC750 shares0.00%2026-03-312026-04-15

MS MORGAN STANLEY788 shares1.03%2026-03-312026-04-15

BMY BRISTOL-MYERS SQUIBB CO2.1K shares0.00%2026-03-312026-04-15

PFE PFIZER INC4.5K shares0.00%2026-03-312026-04-15

Sponsored

PYLD PIMCO ETF TR4.8K shares0.00%2026-03-312026-04-15

ITW ILLINOIS TOOL WKS INC477 shares0.00%2026-03-312026-04-15

LMT LOCKHEED MARTIN CORP200 shares0.00%2026-03-312026-04-15

MO ALTRIA GROUP INC1.8K shares0.79%2026-03-312026-04-15

LAM RESEARCH CORP LAM RESEARCH CORP550 shares0.00%2026-03-312026-04-15

ISRG INTUITIVE SURGICAL INC244 shares0.00%2026-03-312026-04-15

TFC TRUIST FINL CORP2.4K shares0.00%2026-03-312026-04-15

BROADCOM INC BROADCOM INC355 shares0.00%2026-03-312026-04-15

Sponsored

WFC WELLS FARGO & CO1.4K shares0.00%2026-03-312026-04-15

AGG ISHARES TR1.0K shares-2.73%2026-03-312026-04-15

FITB FIFTH THIRD BANCORP2.2K sharesnew addition2026-03-312026-04-15

RDOG ALPS ETF TR3.8K shares0.00%2026-03-312026-04-15

IWV ISHARES TR275 shares0.00%2026-03-312026-04-15

EATON CORP PLC EATON CORP PLC285 shares0.00%2026-03-312026-04-15

DGRO ISHARES TR1.4K shares0.00%2026-03-312026-04-15

FLOT ISHARES TR2.0K shares0.00%2026-03-312026-04-15

Sponsored

VIOO VANGUARD ADMIRAL FDS INC830 shares0.00%2026-03-312026-04-15

VHT VANGUARD WORLD FD340 shares0.00%2026-03-312026-04-15

KO COCA COLA CO1.2K shares-22.46%2026-03-312026-04-15

ENB ENBRIDGE INC1.6K shares0.00%2026-03-312026-04-15

CMS CMS ENERGY CORP1.1K shares-40.73%2026-03-312026-04-15

SUSA ISHARES TR648 shares0.15%2026-03-312026-04-15

SCHC SCHWAB STRATEGIC TR1.8K shares0.00%2026-03-312026-04-15

ADP AUTOMATIC DATA PROCESSING IN402 shares0.00%2026-03-312026-04-15

Sponsored

IYM ISHARES TR462 shares0.00%2026-03-312026-04-15

F FORD MTR CO6.9K shares-59.17%2026-03-312026-04-15

SLYV SPDR SERIES TRUST808 shares0.00%2026-03-312026-04-15

META META PLATFORMS INC133 shares0.00%2026-03-312026-04-15

SLYG SPDR SERIES TRUST763 shares0.00%2026-03-312026-04-15

IXUS ISHARES TR824 shares0.00%2026-03-312026-04-15

DIS DISNEY WALT CO735 shares0.00%2026-03-312026-04-15

WDAY WORKDAY INC534 shares0.00%2026-03-312026-04-15

Sponsored

BLACKROCK INC BLACKROCK INC71 shares0.00%2026-03-312026-04-15

CITIGROUP INC CITIGROUP INC595 shares0.00%2026-03-312026-04-15

YUMC YUM CHINA HLDGS INC1.4K shares0.22%2026-03-312026-04-15

HON HONEYWELL INTL INC290 shares0.00%2026-03-312026-04-15

HSY HERSHEY CO314 shares0.00%2026-03-312026-04-15

MGK VANGUARD WORLD FD171 shares0.00%2026-03-312026-04-15

BE BLOOM ENERGY CORP462 shares0.00%2026-03-312026-04-15

PG PROCTER & GAMBLE CO418 shares-23.58%2026-03-312026-04-15

Sponsored

NWN NORTHWEST NAT HLDG CO1.1K shares0.00%2026-03-312026-04-15

VIS VANGUARD WORLD FD187 shares0.00%2026-03-312026-04-15

BAC BANK AMERICA CORP1.2K shares0.00%2026-03-312026-04-15

NVTS NAVITAS SEMICONDUCTOR CORP6.6K shares0.00%2026-03-312026-04-15

XBI SPDR SERIES TRUST446 shares0.00%2026-03-312026-04-15

MEDTRONIC PLC MEDTRONIC PLC654 shares0.00%2026-03-312026-04-15

BA BOEING CO282 shares0.00%2026-03-312026-04-15

HBAN HUNTINGTON BANCSHARES INC3.5K shares0.00%2026-03-312026-04-15

Sponsored

WBD WARNER BROS DISCOVERY INC1.9K shares0.00%2026-03-312026-04-15

CDNS CADENCE DESIGN SYSTEM INC180 shares0.00%2026-03-312026-04-15

SCZ ISHARES TR623 shares0.00%2026-03-312026-04-15

CNP CENTERPOINT ENERGY INC1.1K shares0.00%2026-03-312026-04-15

NFLX NETFLIX INC.500 shares0.00%2026-03-312026-04-15

NFG NATIONAL FUEL GAS CO506 shares0.00%2026-03-312026-04-15

HAL HALLIBURTON CO1.2K shares0.41%2026-03-312026-04-15

IWF ISHARES TR100 shares0.00%2026-03-312026-04-15

Sponsored

VONG VANGUARD SCOTTSDALE FDS375 shares0.00%2026-03-312026-04-15

MGM MGM RESORTS INTERNATIONAL1.1K shares0.00%2026-03-312026-04-15

LNG CHENIERE ENERGY INC139 shares0.00%2026-03-312026-04-15

FBTC FIDELITY WISE ORIGIN BITCOIN647 shares0.00%2026-03-312026-04-15

CMCSA COMCAST CORP NEW1.3K shares0.00%2026-03-312026-04-15

MU MICRON TECHNOLOGY INC106 shares0.00%2026-03-312026-04-15

XLF SELECT SECTOR SPDR TR725 shares663.16%2026-03-312026-04-15

GNRC GENERAC HLDGS INC180 shares0.00%2026-03-312026-04-15

Sponsored

BC BRUNSWICK CORP464 shares314.29%2026-03-312026-04-15

ARISTA NETWORKS INC ARISTA NETWORKS INC264 shares0.00%2026-03-312026-04-15

PEG PUBLIC SVC ENTERPRISE GROUP400 shares0.00%2026-03-312026-04-15

QTUM ETF SER SOLUTIONS300 shares0.00%2026-03-312026-04-15

AXP AMERICAN EXPRESS CO105 shares0.00%2026-03-312026-04-15

QCOM QUALCOMM INC241 shares-36.91%2026-03-312026-04-15

IRM IRON MTN INC DEL300 shares0.00%2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS INC600 shares0.00%2026-03-312026-04-15

Sponsored

KMB KIMBERLY-CLARK CORP310 shares0.00%2026-03-312026-04-15

TXN TEXAS INSTRS INC150 shares0.00%2026-03-312026-04-15

SPYX SPDR SERIES TRUST540 shares0.00%2026-03-312026-04-15

FIW FIRST TR EXCHANGE-TRADED FD276 shares53.33%2026-03-312026-04-15

VDE VANGUARD WORLD FD164 shares0.00%2026-03-312026-04-15

COP CONOCOPHILLIPS213 shares0.00%2026-03-312026-04-15

GSK PLC GSK PLC508 shares0.00%2026-03-312026-04-15

MMM 3M CO179 shares0.56%2026-03-312026-04-15

Sponsored

SIX FLAGS ENTERTAINMENT CORP SIX FLAGS ENTERTAINMENT CORP1.4K shares0.00%2026-03-312026-04-15

NRG NRG ENERGY INC175 shares0.00%2026-03-312026-04-15

SPHY SPDR SERIES TRUST1.1K shares0.00%2026-03-312026-04-15

ARKQ ARK ETF TR225 shares0.00%2026-03-312026-04-15

LEA LEAR CORP201 shares0.00%2026-03-312026-04-15

SLV ISHARES SILVER TR357 shares0.00%2026-03-312026-04-15

TAK TAKEDA PHARMACEUTICAL CO LTD1.3K shares0.00%2026-03-312026-04-15

HPE HEWLETT PACKARD ENTERPRISE C1.0K shares0.00%2026-03-312026-04-15

Sponsored

ACWI ISHARES TR171 shares0.00%2026-03-312026-04-15

UNH UNITEDHEALTH GROUP INC87 shares-77.63%2026-03-312026-04-15

KR KROGER CO320 shares0.00%2026-03-312026-04-15

LINDE PLC LINDE PLC46 shares0.00%2026-03-312026-04-15

SBUX STARBUCKS CORP250 shares-55.75%2026-03-312026-04-15

DBEF DBX ETF TR443 shares0.00%2026-03-312026-04-15

CVS CVS HEALTH CORP300 sharesnew addition2026-03-312026-04-15

ARTY ISHARES TR457 shares0.00%2026-03-312026-04-15

Sponsored

MXI ISHARES TR198 shares-57.24%2026-03-312026-04-15

PLTR PALANTIR TECHNOLOGIES INC140 shares0.00%2026-03-312026-04-15

FE FIRSTENERGY CORP401 shares0.00%2026-03-312026-04-15

RWR SPDR SERIES TRUST200 shares0.00%2026-03-312026-04-15

HP INC HP INC1.0K shares0.00%2026-03-312026-04-15

HII HUNTINGTON INGALLS INDS INC50 sharesnew addition2026-03-312026-04-15

ALL ALLSTATE CORP89 shares28.99%2026-03-312026-04-15

IVT INVENTRUST PPTYS CORP591 shares0.00%2026-03-312026-04-15

Sponsored

SHY ISHARES TR212 shares0.00%2026-03-312026-04-15

RL RALPH LAUREN CORP50 shares0.00%2026-03-312026-04-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP50 shares0.00%2026-03-312026-04-15

PWR QUANTA SVCS INC31 shares-16.22%2026-03-312026-04-15

ELVR ELEVRA LITHIUM LTD288 shares0.00%2026-03-312026-04-15

BND VANGUARD BD INDEX FDS226 shares0.00%2026-03-312026-04-15

AEE AMEREN CORP150 shares0.00%2026-03-312026-04-15

HYXF ISHARES TR352 shares0.00%2026-03-312026-04-15

Sponsored

KMI KINDER MORGAN INC DEL484 shares0.00%2026-03-312026-04-15

FDX FEDEX CORP46 shares2.22%2026-03-312026-04-15

MDLZ MONDELEZ INTL INC278 shares0.00%2026-03-312026-04-15

TJX TJX COS INC NEW99 shares0.00%2026-03-312026-04-15

SPMD SPDR SERIES TRUST261 shares3.16%2026-03-312026-04-15

IEI ISHARES TR130 shares0.00%2026-03-312026-04-15

HAS HASBRO INC162 shares0.00%2026-03-312026-04-15

V VISA INC50 shares0.00%2026-03-312026-04-15

Sponsored

IYH ISHARES TR243 shares0.00%2026-03-312026-04-15

IUSB ISHARES TR312 shares0.00%2026-03-312026-04-15

VCIT VANGUARD SCOTTSDALE FDS174 shares0.00%2026-03-312026-04-15

IYR ISHARES TR149 shares0.00%2026-03-312026-04-15

TOTALENERGIES SE TOTALENERGIES SE151 shares0.00%2026-03-312026-04-15

ARKK ARK ETF TR202 shares0.00%2026-03-312026-04-15

LNT ALLIANT ENERGY CORP188 shares0.00%2026-03-312026-04-15

TRV TRAVELERS COMPANIES INC46 shares0.00%2026-03-312026-04-15

Sponsored

XT ISHARES TR194 shares0.00%2026-03-312026-04-15

ROBO EXCHANGE TRADED CONCEPTS TRU189 shares0.00%2026-03-312026-04-15

SNSR GLOBAL X FDS347 shares0.00%2026-03-312026-04-15

WMB WILLIAMS COS INC177 shares0.00%2026-03-312026-04-15

OTIS OTIS WORLDWIDE CORP162 shares0.00%2026-03-312026-04-15

ACWX ISHARES TR182 shares0.00%2026-03-312026-04-15

PBR PETROLEO BRASILEIRO S A600 shares0.00%2026-03-312026-04-15

MET METLIFE INC175 shares0.00%2026-03-312026-04-15

Sponsored

COFS CHOICEONE FINANCIA434 shares0.00%2026-03-312026-04-15

EFAX SPDR INDEX SHS FDS228 shares0.00%2026-03-312026-04-15

BAX BAXTER INTL INC658 shares0.00%2026-03-312026-04-15

ZTS ZOETIS INC93 shares-37.16%2026-03-312026-04-15

OGE OGE ENERGY CORP227 shares0.00%2026-03-312026-04-15

SPGM SPDR INDEX SHS FDS142 shares0.00%2026-03-312026-04-15

CB CHUBB LTD SWITZ32 shares0.00%2026-03-312026-04-15

CGW INVESCO EXCH TRADED FD TR II156 sharesnew addition2026-03-312026-04-15

Sponsored

MGV VANGUARD WORLD FD67 shares0.00%2026-03-312026-04-15

MKL MARKEL GROUP INC5 shares0.00%2026-03-312026-04-15

AIQ GLOBAL X FDS200 shares0.00%2026-03-312026-04-15

VNQ VANGUARD INDEX FDS100 shares-44.75%2026-03-312026-04-15

KLAC KLA CORP6 shares-40.00%2026-03-312026-04-15

GE AEROSPACE GE AEROSPACE31 shares0.00%2026-03-312026-04-15

EPD ENTERPRISE PRODS PARTNERS L225 shares0.00%2026-03-312026-04-15

DFAC DIMENSIONAL ETF TRUST207 shares0.00%2026-03-312026-04-15

Sponsored

SHOP SHOPIFY INC66 shares0.00%2026-03-312026-04-15

SPOT SPOTIFY TECHNOLOGY S A16 shares0.00%2026-03-312026-04-15

XLI SELECT SECTOR SPDR TR45 shares60.71%2026-03-312026-04-15

CPRT COPART INC217 shares0.00%2026-03-312026-04-15

VTRS VIATRIS INC508 shares0.00%2026-03-312026-04-15

FICO FAIR ISAAC CORP6 shares0.00%2026-03-312026-04-15

HLN HALEON PLC636 shares0.00%2026-03-312026-04-15

ADI ANALOG DEVICES INC20 shares0.00%2026-03-312026-04-15

Sponsored

WM WASTE MGMT INC DEL27 shares0.00%2026-03-312026-04-15

CRH PLC CRH PLC59 shares0.00%2026-03-312026-04-15

NOW SERVICENOW INC59 shares0.00%2026-03-312026-04-15

VOOG VANGUARD ADMIRAL FDS INC15 shares0.00%2026-03-312026-04-15

CTAS CINTAS CORP36 shares0.00%2026-03-312026-04-15

ADBE ADOBE INC25 shares0.00%2026-03-312026-04-15

CHTR CHARTER COMMUNICATIONS INC28 shares0.00%2026-03-312026-04-15

BSX BOSTON SCIENTIFIC CORP94 shares0.00%2026-03-312026-04-15

Sponsored

TDG TRANSDIGM GROUP INC5 shares0.00%2026-03-312026-04-15

IAGG ISHARES TR115 shares0.00%2026-03-312026-04-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND29 shares0.00%2026-03-312026-04-15

LPLA LPL FINL HLDGS INC19 shares0.00%2026-03-312026-04-15

MPWR MONOLITHIC PWR SYS INC5 shares0.00%2026-03-312026-04-15

CBOE CBOE GLOBAL MKTS INC20 shares0.00%2026-03-312026-04-15

VODAFONE GROUP PLC VODAFONE GROUP PLC374 shares0.00%2026-03-312026-04-15

RJF RAYMOND JAMES FINL INC38 shares0.00%2026-03-312026-04-15

Sponsored

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC72 shares0.00%2026-03-312026-04-15

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD425 shares0.00%2026-03-312026-04-15

MELI MERCADOLIBRE INC3 shares0.00%2026-03-312026-04-15

LFUS LITTELFUSE INC15 shares0.00%2026-03-312026-04-15

KHC KRAFT HEINZ CO226 shares0.00%2026-03-312026-04-15

ONON ON HLDG AG143 shares0.00%2026-03-312026-04-15

KNSL KINSALE CAP GROUP INC14 shares0.00%2026-03-312026-04-15

PRU PRUDENTIAL FINL INC48 shares0.00%2026-03-312026-04-15

Sponsored

HEI HEICO CORP NEW17 shares0.00%2026-03-312026-04-15

TMUS T-MOBILE US INC22 shares0.00%2026-03-312026-04-15

GWW WW GRAINGER INC4 shares-42.86%2026-03-312026-04-15

TRS TRIMAS CORP121 shares0.00%2026-03-312026-04-15

CARR CARRIER GLOBAL CORPORATION75 shares0.00%2026-03-312026-04-15

BP BP PLC82 shares0.00%2026-03-312026-04-15

WMS ADVANCED DRAIN SYS INC DEL27 shares0.00%2026-03-312026-04-15

VOXR VOX ROYALTY CORP700 shares0.00%2026-03-312026-04-15

Sponsored

PAG PENSKE AUTOMOTIVE GRP INC24 shares0.00%2026-03-312026-04-15

PH PARKER-HANNIFIN CORP4 shares0.00%2026-03-312026-04-15

DFAS DIMENSIONAL ETF TRUST50 shares0.00%2026-03-312026-04-15

BLACKSTONE INC BLACKSTONE INC27 shares0.00%2026-03-312026-04-15

BLDR BUILDERS FIRSTSOURCE INC37 shares0.00%2026-03-312026-04-15

NKE NIKE INC57 shares0.00%2026-03-312026-04-15

GPC GENUINE PARTS CO28 shares0.00%2026-03-312026-04-15

KD KYNDRYL HLDGS INC216 shares0.00%2026-03-312026-04-15

Sponsored

AJG GALLAGHER ARTHUR J & CO13 shares0.00%2026-03-312026-04-15

SOLV SOLVENTUM CORP43 shares0.00%2026-03-312026-04-15

KCE SPDR SERIES TRUST20 shares0.00%2026-03-312026-04-15

XLC SELECT SECTOR SPDR TR25 shares0.00%2026-03-312026-04-15

XRAY DENTSPLY SIRONA INC222 shares0.00%2026-03-312026-04-15

VEON LTD VEON LTD55 shares0.00%2026-03-312026-04-15

CMTG CLAROS MTG TR INC1.0K shares0.00%2026-03-312026-04-15

THE CIGNA GROUP THE CIGNA GROUP9 shares0.00%2026-03-312026-04-15

Sponsored

MKC MCCORMICK & CO INC45 shares0.00%2026-03-312026-04-15

NWL NEWELL BRANDS INC643 shares0.00%2026-03-312026-04-15

RSG REPUBLIC SVCS INC9 shares0.00%2026-03-312026-04-15

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC51 sharesnew addition2026-03-312026-04-15

PNC PNC FINL SVCS GROUP INC9 shares0.00%2026-03-312026-04-15

COF CAPITAL ONE FINL CORP9 shares0.00%2026-03-312026-04-15

DUOL DUOLINGO INC14 shares0.00%2026-03-312026-04-15

DOW DOW HLDGS INC33 shares0.00%2026-03-312026-04-15

Sponsored

IBN ICICI BANK LIMITED53 shares0.00%2026-03-312026-04-15

RACE FERRARI N V4 shares0.00%2026-03-312026-04-15

BABA ALIBABA GROUP HLDG LTD10 shares0.00%2026-03-312026-04-15

NEOG NEOGEN CORP134 shares0.00%2026-03-312026-04-15

DFAI DIMENSIONAL ETF TRUST31 shares0.00%2026-03-312026-04-15

BAH BOOZ ALLEN HAMILTON HLDG COR15 shares0.00%2026-03-312026-04-15

DXC DXC TECHNOLOGY CO85 shares0.00%2026-03-312026-04-15

EIX EDISON INTL14 shares0.00%2026-03-312026-04-15

Sponsored

FOXA FOX CORP18 shares0.00%2026-03-312026-04-15

MMYT MAKEMYTRIP LIMITED MAURITIUS28 shares0.00%2026-03-312026-04-15

OGN ORGANON & CO169 shares0.00%2026-03-312026-04-15

VRT VERTIV HOLDINGS CO4 shares0.00%2026-03-312026-04-15

VLTO VERALTO CORP10 shares0.00%2026-03-312026-04-15

LUMN LUMEN TECHNOLOGIES INC120 shares0.00%2026-03-312026-04-15

PGR PROGRESSIVE CORP4 shares0.00%2026-03-312026-04-15

XLP SELECT SECTOR SPDR TR9 shares0.00%2026-03-312026-04-15

Sponsored

GT GOODYEAR TIRE & RUBR CO76 shares0.00%2026-03-312026-04-15

SOFI SOFI TECHNOLOGIES INC29 sharesnew addition2026-03-312026-04-15

DASH DOORDASH INC3 sharesnew addition2026-03-312026-04-15

RIVN RIVIAN AUTOMOTIVE INC25 shares0.00%2026-03-312026-04-15

NWSA NEWS CORP NEW13 shares0.00%2026-03-312026-04-15

SNAP SNAP INC43 shares0.00%2026-03-312026-04-15

TDC TERADATA CORP DEL1 shares0.00%2026-03-312026-04-15

BLNK BLINK CHARGING CO35 shares0.00%2026-03-312026-04-15

Sponsored

VYX NCR VOYIX CORPORATION1 shares0.00%2026-03-312026-04-15

BIV

VANGUARD BD INDEX FDS

0.32%

Shares718.3K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

-0.19%

Shares83.9K

Event2026-03-31

Filed2026-04-15

IEFA

ISHARES TR

-2.10%

Shares395.3K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

0.29%

Shares108.1K

Event2026-03-31

Filed2026-04-15

BNDX

VANGUARD CHARLOTTE FDS

-7.19%

Shares383.5K

Event2026-03-31

Filed2026-04-15

SCHF

SCHWAB STRATEGIC TR

0.34%

Shares672.3K

Event2026-03-31

Filed2026-04-15

IJR

ISHARES TR

-3.17%

Shares107.4K

Event2026-03-31

Filed2026-04-15

VUG

VANGUARD INDEX FDS

-0.64%

Shares27.4K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-2.33%

Shares37.6K

Event2026-03-31

Filed2026-04-15

VTV

VANGUARD INDEX FDS

0.45%

Shares55.3K

Event2026-03-31

Filed2026-04-15

VWO

VANGUARD INTL EQUITY INDEX F

-1.68%

Shares185.2K

Event2026-03-31

Filed2026-04-15

GLD

SPDR GOLD TR

-9.30%

Shares20.6K

Event2026-03-31

Filed2026-04-15

XLK

SELECT SECTOR SPDR TR

-0.70%

Shares64.3K

Event2026-03-31

Filed2026-04-15

EFG

ISHARES TR

-3.83%

Shares75.8K

Event2026-03-31

Filed2026-04-15

ISHARES GOLD TR

-10.18%

Shares92.9K

Event2026-03-31

Filed2026-04-15

VOE

VANGUARD INDEX FDS

-1.28%

Shares41.0K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-1.38%

Shares26.8K

Event2026-03-31

Filed2026-04-15

IVW

ISHARES TR

-0.76%

Shares58.3K

Event2026-03-31

Filed2026-04-15

HYG

ISHARES TR

1.72%

Shares78.5K

Event2026-03-31

Filed2026-04-15

VOT

VANGUARD INDEX FDS

0.42%

Shares23.5K

Event2026-03-31

Filed2026-04-15

IBIT

ISHARES BITCOIN TRUST ETF

8.51%

Shares146.7K

Event2026-03-31

Filed2026-04-15

ISTB

ISHARES TR

-21.06%

Shares116.1K

Event2026-03-31

Filed2026-04-15

TIP

ISHARES TR

1.77%

Shares47.7K

Event2026-03-31

Filed2026-04-15

IVE

ISHARES TR

-1.55%

Shares23.4K

Event2026-03-31

Filed2026-04-15

BSV

VANGUARD BD INDEX FDS

-15.35%

Shares62.7K

Event2026-03-31

Filed2026-04-15

EFV

ISHARES TR

-4.27%

Shares65.7K

Event2026-03-31

Filed2026-04-15

IJH

ISHARES TR

-3.82%

Shares71.5K

Event2026-03-31

Filed2026-04-15

DSI

ISHARES TR

0.30%

Shares35.2K

Event2026-03-31

Filed2026-04-15

IEMG

ISHARES INC

-2.22%

Shares60.1K

Event2026-03-31

Filed2026-04-15

IJK

ISHARES TR

-1.45%

Shares38.3K

Event2026-03-31

Filed2026-04-15

IJJ

ISHARES TR

-4.29%

Shares28.7K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

0.00%

Shares12.7K

Event2026-03-31

Filed2026-04-15

VTIP

VANGUARD MALVERN FDS

11.10%

Shares71.4K

Event2026-03-31

Filed2026-04-15

VBR

VANGUARD INDEX FDS

-4.46%

Shares16.0K

Event2026-03-31

Filed2026-04-15

IWM

ISHARES TR

-2.42%

Shares13.8K

Event2026-03-31

Filed2026-04-15

IWB

ISHARES TR

-0.83%

Shares9.6K

Event2026-03-31

Filed2026-04-15

ABBV

ABBVIE INC

-0.12%

Shares14.7K

Event2026-03-31

Filed2026-04-15

VBK

VANGUARD INDEX FDS

-4.66%

Shares9.4K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

-2.86%

Shares7.6K

Event2026-03-31

Filed2026-04-15

ESGD

ISHARES TR

-2.53%

Shares24.9K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

-0.64%

Shares3.6K

Event2026-03-31

Filed2026-04-15

VEA

VANGUARD TAX-MANAGED FDS

-3.57%

Shares34.5K

Event2026-03-31

Filed2026-04-15

SPTI

SPDR SERIES TRUST

22.26%

Shares73.7K

Event2026-03-31

Filed2026-04-15

XLU

SELECT SECTOR SPDR TR

-0.58%

Shares44.0K

Event2026-03-31

Filed2026-04-15

CAT

CATERPILLAR INC

-1.39%

Shares2.8K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-22.02%

Shares7.1K

Event2026-03-31

Filed2026-04-15

SYK

STRYKER CORPORATION

-0.18%

Shares5.6K

Event2026-03-31

Filed2026-04-15

ESGU

ISHARES TR

1.91%

Shares12.7K

Event2026-03-31

Filed2026-04-15

EAGG

ISHARES TR

12.46%

Shares35.9K

Event2026-03-31

Filed2026-04-15

IJT

ISHARES TR

-2.17%

Shares11.3K

Event2026-03-31

Filed2026-04-15

IJS

ISHARES TR

-2.68%

Shares13.8K

Event2026-03-31

Filed2026-04-15

RTX

RTX CORPORATION

0.00%

Shares8.4K

Event2026-03-31

Filed2026-04-15

MUB

ISHARES TR

0.00%

Shares14.8K

Event2026-03-31

Filed2026-04-15

HYDB

ISHARES TR

58.47%

Shares33.1K

Event2026-03-31

Filed2026-04-15

VTEB

VANGUARD MUN BD FDS

30.43%

Shares26.8K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

72.37%

Shares2.2K

Event2026-03-31

Filed2026-04-15

IWP

ISHARES TR

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-15

ABT

ABBOTT LABORATORIES

-7.31%

Shares11.4K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-15

JNJ

JOHNSON & JOHNSON

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-15

ESML

ISHARES TR

-0.36%

Shares22.6K

Event2026-03-31

Filed2026-04-15

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-15

VMC

VULCAN MATLS CO

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-15

IBM

INTERNATIONAL BUSINESS MACHS

0.02%

Shares4.2K

Event2026-03-31

Filed2026-04-15

DTE

DTE ENERGY CO

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-15

AMAT

APPLIED MATLS INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-15

ECL

ECOLAB INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-15

WSO

WATSCO INC

-1.92%

Shares2.3K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

-13.06%

Shares4.0K

Event2026-03-31

Filed2026-04-15

STERIS PLC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-15

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-15

SPYM

SPDR SERIES TRUST

0.86%

Shares9.0K

Event2026-03-31

Filed2026-04-15

IWR

ISHARES TR

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-15

EEM

ISHARES TR

-6.23%

Shares11.0K

Event2026-03-31

Filed2026-04-15

SOUTHERN CO

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-15

RODM

LATTICE STRATEGIES TR

-7.07%

Shares15.0K

Event2026-03-31

Filed2026-04-15

CSCO

CISCO SYS INC

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-15

DEERE & CO

-27.90%

Shares995

Event2026-03-31

Filed2026-04-15

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares813

Event2026-03-31

Filed2026-04-15

MERCK & CO INC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-15

VEU

VANGUARD INTL EQUITY INDEX F

-12.57%

Shares7.1K

Event2026-03-31

Filed2026-04-15

HEFA

ISHARES TR

0.00%

Shares12.6K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

-3.93%

Shares3.0K

Event2026-03-31

Filed2026-04-15

PEP

PEPSICO INC

0.31%

Shares3.2K

Event2026-03-31

Filed2026-04-15

XLB

SELECT SECTOR SPDR TR

16.72%

Shares9.9K

Event2026-03-31

Filed2026-04-15

IWO

ISHARES TR

-9.18%

Shares1.5K

Event2026-03-31

Filed2026-04-15

MCD

MCDONALDS CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-15

SPTS

SPDR SERIES TRUST

-1.46%

Shares14.7K

Event2026-03-31

Filed2026-04-15

IWS

ISHARES TR

-1.75%

Shares2.9K

Event2026-03-31

Filed2026-04-15

DTM

DT MIDSTREAM INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

6.04%

Shares1.3K

Event2026-03-31

Filed2026-04-15

OXY

OCCIDENTAL PETE CORP

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-15

HOME DEPOT INC

-7.68%

Shares1.2K

Event2026-03-31

Filed2026-04-15

VAW

VANGUARD WORLD FD

-7.20%

Shares1.7K

Event2026-03-31

Filed2026-04-15

COST

COSTCO WHOLESALE CORPORATION

-7.13%

Shares378

Event2026-03-31

Filed2026-04-15

HOLX

HOLOGIC INC

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-15

IDXX

IDEXX LABS INC

0.00%

Shares611

Event2026-03-31

Filed2026-04-15

ITOT

ISHARES TR

3.14%

Shares2.3K

Event2026-03-31

Filed2026-04-15

MARVELL TECHNOLOGY INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-15

EXG

EATON VANCE TAX-MANAGED GLOB

0.00%

Shares36.9K

Event2026-03-31

Filed2026-04-15

ALC

ALCON AG

-1.57%

Shares4.2K

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

0.04%

Shares2.5K

Event2026-03-31

Filed2026-04-15

HEEM

ISHARES INC

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-15

INTC

INTEL CORP

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-15

FRME

FIRST MERCHANTS CORP

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-15

DHR

DANAHER CORP DEL

-8.15%

Shares1.5K

Event2026-03-31

Filed2026-04-15

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-15

ESGE

ISHARES INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-15

LLY

ELI LILLY & CO

0.00%

Shares287

Event2026-03-31

Filed2026-04-15

SPSM

SPDR SERIES TRUST

0.08%

Shares5.3K

Event2026-03-31

Filed2026-04-15

GOLDMAN SACHS GROUP INC

0.00%

Shares300

Event2026-03-31

Filed2026-04-15

EFA

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-15

XEL

XCEL ENERGY INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-15

XLV

SELECT SECTOR SPDR TR

-0.86%

Shares1.5K

Event2026-03-31

Filed2026-04-15

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-15

VGT

VANGUARD WORLD FD

0.00%

Shares296

Event2026-03-31

Filed2026-04-15

YUM

YUM BRANDS INC

0.16%

Shares1.3K

Event2026-03-31

Filed2026-04-15

ODFL

OLD DOMINION FREIGHT LINE IN

-2.91%

Shares1.0K

Event2026-03-31

Filed2026-04-15

PHILIP MORRIS INTL INC

0.26%

Shares1.2K

Event2026-03-31

Filed2026-04-15

WWD

WOODWARD INC

0.00%

Shares519

Event2026-03-31

Filed2026-04-15

DVY

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-15

CVX

CHEVRON CORPORATION

0.00%

Shares859

Event2026-03-31

Filed2026-04-15

TFLR

T ROWE PRICE ETF INC

2.97%

Shares3.3K

Event2026-03-31

Filed2026-04-15

INVESCO QQQ TR

0.00%

Shares285

Event2026-03-31

Filed2026-04-15

DUKE ENERGY CORP NEW

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-15

XLY

SELECT SECTOR SPDR TR

7.47%

Shares1.5K

Event2026-03-31

Filed2026-04-15

TSLA

TESLA INC

-31.90%

Shares427

Event2026-03-31

Filed2026-04-15

MPC

MARATHON PETE CORP

0.00%

Shares650

Event2026-03-31

Filed2026-04-15

ORCL

ORACLE CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-15

XLRE

SELECT SECTOR SPDR TR

15.79%

Shares3.8K

Event2026-03-31

Filed2026-04-15

CRDO

CREDO TECHNOLOGY GROUP HOLDI

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-15

AT&T INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-15

XLE

SELECT SECTOR SPDR TR

-5.15%

Shares2.4K

Event2026-03-31

Filed2026-04-15

PAYX

PAYCHEX INC

-9.10%

Shares1.6K

Event2026-03-31

Filed2026-04-15

CONSOLIDATED EDISON INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-15

SCHW

SCHWAB CHARLES CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

0.20%

Shares502

Event2026-03-31

Filed2026-04-15

COIN

COINBASE GLOBAL INC

0.00%

Shares750

Event2026-03-31

Filed2026-04-15

MORGAN STANLEY

1.03%

Shares788

Event2026-03-31

Filed2026-04-15

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-15

PFE

PFIZER INC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-15

PYLD

PIMCO ETF TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-15

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares477

Event2026-03-31

Filed2026-04-15

LMT

LOCKHEED MARTIN CORP

0.00%

Shares200

Event2026-03-31

Filed2026-04-15

ALTRIA GROUP INC

0.79%

Shares1.8K

Event2026-03-31

Filed2026-04-15

LAM RESEARCH CORP

0.00%

Shares550

Event2026-03-31

Filed2026-04-15

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares244

Event2026-03-31

Filed2026-04-15

TFC

TRUIST FINL CORP

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-15

BROADCOM INC

0.00%

Shares355

Event2026-03-31

Filed2026-04-15

WFC

WELLS FARGO & CO

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-15

AGG

ISHARES TR

-2.73%

Shares1.0K

Event2026-03-31

Filed2026-04-15

FITB

FIFTH THIRD BANCORP

New

Shares2.2K

Event2026-03-31

Filed2026-04-15

RDOG

ALPS ETF TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-15

IWV

ISHARES TR

0.00%

Shares275

Event2026-03-31

Filed2026-04-15

EATON CORP PLC

0.00%

Shares285

Event2026-03-31

Filed2026-04-15

DGRO

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-15

FLOT

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-15

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares830

Event2026-03-31

Filed2026-04-15

VHT

VANGUARD WORLD FD

0.00%

Shares340

Event2026-03-31

Filed2026-04-15

COCA COLA CO

-22.46%

Shares1.2K

Event2026-03-31

Filed2026-04-15

ENB

ENBRIDGE INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-15

CMS

CMS ENERGY CORP

-40.73%

Shares1.1K

Event2026-03-31

Filed2026-04-15

SUSA

ISHARES TR

0.15%

Shares648

Event2026-03-31

Filed2026-04-15

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-15

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares402

Event2026-03-31

Filed2026-04-15

IYM

ISHARES TR

0.00%

Shares462

Event2026-03-31

Filed2026-04-15

FORD MTR CO

-59.17%

Shares6.9K

Event2026-03-31

Filed2026-04-15

SLYV

SPDR SERIES TRUST

0.00%

Shares808

Event2026-03-31

Filed2026-04-15