Sponsored

The Analysis of CWS Financial Advisors, LLC's Holdings & P&L

Currently, CWS Financial Advisors, LLC holds 157 types of securities in its portfolio with a total value $390.3M. In the most recent quarter, they have increased their positions in DFUS (+407.1K shares, valued at $28.9M), DFAI (+145.5K shares, valued at $5.7M), VCSH (+30.9K shares, valued at $2.4M); decreased their positions in IJR (-24.5K shares, valued at $3.0M), SYK (-9.0K shares, valued at $3.0M), N/A (-2.7K shares, valued at $1.6M); initiated new positions in AVXC (+25.6K shares, valued at $1.7M), SUB (+4.5K shares, valued at $480.0K), VTEB (+9.5K shares, valued at $476.3K).

1M P&L

+7.1M+1.94%

3M P&L

-94.1M-20.15%

HY P&L

-83.7M-18.32%

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/A193.3M

55.3%

2Medical Devices81.0M

23.2%

3Consumer Electronics15.4M

4.4%

Top Industries by Stock Count

1N/A61 stocks

41.8%

2Drug Manufacturers - General6 stocks

4.1%

3Utilities - Regulated Electric4 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SYK STRYKER CORPORATION243.2K shares-3.57%2026-03-312026-04-27

DFUS DIMENSIONAL ETF TRUST443.1K shares1128.41%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS41.5K shares-6.14%2026-03-312026-04-27

IJR ISHARES TR145.8K shares-14.39%2026-03-312026-04-27

AAPL APPLE INC60.5K shares-3.98%2026-03-312026-04-27

VXUS VANGUARD STAR FDS192.1K shares-0.29%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS54.7K shares0.18%2026-03-312026-04-27

VTV VANGUARD INDEX FDS58.1K shares-2.81%2026-03-312026-04-27

Sponsored

VUG VANGUARD INDEX FDS25.2K shares-2.43%2026-03-312026-04-27

VTI VANGUARD INDEX FDS33.4K shares-0.47%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR16.2K shares0.12%2026-03-312026-04-27

MSFT MICROSOFT CORP18.2K shares1.04%2026-03-312026-04-27

DFAI DIMENSIONAL ETF TRUST161.9K shares889.71%2026-03-312026-04-27

CGGR CAPITAL GROUP GROWTH ETF134.1K shares6.58%2026-03-312026-04-27

VB VANGUARD INDEX FDS16.9K shares0.24%2026-03-312026-04-27

CGBL CAPITAL GROUP CORE BALANCED121.0K shares12.78%2026-03-312026-04-27

Sponsored

VGSH VANGUARD SCOTTSDALE FDS70.3K shares8.82%2026-03-312026-04-27

SPY SPDR S&P 500 ETF TR5.9K shares0.29%2026-03-312026-04-27

VCSH VANGUARD SCOTTSDALE FDS45.8K shares207.42%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR105.2K shares0.96%2026-03-312026-04-27

VUSB VANGUARD BD INDEX FDS64.0K shares36.31%2026-03-312026-04-27

VO VANGUARD INDEX FDS10.9K shares1.58%2026-03-312026-04-27

IVV ISHARES TR4.7K shares-5.96%2026-03-312026-04-27

WMT WALMART INC23.6K shares0.04%2026-03-312026-04-27

Sponsored

VXF VANGUARD INDEX FDS13.3K shares-1.60%2026-03-312026-04-27

IEFA ISHARES TR26.1K shares-28.65%2026-03-312026-04-27

MCD MCDONALDS CORP7.2K shares0.64%2026-03-312026-04-27

CGXU CAPITAL GROUP INTL FOCUS EQT72.1K shares0.38%2026-03-312026-04-27

MDY SPDR S&P MIDCAP 400 ETF TR3.3K shares0.36%2026-03-312026-04-27

VGT VANGUARD WORLD FD2.9K shares-0.61%2026-03-312026-04-27

CGDG CAPITAL GROUP DIVIDEND GROWE53.0K shares2.21%2026-03-312026-04-27

CGCB CAPITAL GRP FIXED INCM ETF T70.9K shares2.94%2026-03-312026-04-27

Sponsored

IBM INTERNATIONAL BUSINESS MACHS7.4K shares0.03%2026-03-312026-04-27

AVXC AMERICAN CENTY ETF TR25.6K sharesnew addition2026-03-312026-04-27

PG PROCTER AND GAMBLE CO11.8K shares0.69%2026-03-312026-04-27

CGCV CAPITAL GROUP CONSERVATIVE E55.6K shares0.50%2026-03-312026-04-27

PEP PEPSICO INC10.6K shares0.02%2026-03-312026-04-27

SO SOUTHERN CO17.0K shares7.17%2026-03-312026-04-27

XOM EXXON MOBIL CORP9.7K shares-7.19%2026-03-312026-04-27

VGIT VANGUARD SCOTTSDALE FDS27.4K shares-6.38%2026-03-312026-04-27

Sponsored

CVX CHEVRON CORP NEW7.5K shares1.90%2026-03-312026-04-27

ALPHABET INC ALPHABET INC5.4K shares2.61%2026-03-312026-04-27

CGUS CAPITAL GROUP CORE EQUITY ET40.0K shares1.00%2026-03-312026-04-27

VIGI VANGUARD WHITEHALL FDS16.6K shares-7.38%2026-03-312026-04-27

CGDV CAPITAL GROUP DIVIDEND VALUE34.3K shares29.28%2026-03-312026-04-27

AMZN AMAZON COM INC6.8K shares0.00%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO.4.6K shares0.39%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC8.0K shares0.18%2026-03-312026-04-27

Sponsored

IJH ISHARES TR19.3K shares-12.23%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP2.0K shares-6.66%2026-03-312026-04-27

ABBV ABBVIE INC5.0K shares0.74%2026-03-312026-04-27

HD HOME DEPOT INC3.3K shares-5.17%2026-03-312026-04-27

LINDE PLC LINDE PLC2.2K shares7.80%2026-03-312026-04-27

CSCO CISCO SYS INC13.4K shares-7.85%2026-03-312026-04-27

ADI ANALOG DEVICES INC3.1K shares6.41%2026-03-312026-04-27

MO ALTRIA GROUP INC14.8K shares-1.93%2026-03-312026-04-27

Sponsored

JNJ JOHNSON & JOHNSON4.0K shares0.03%2026-03-312026-04-27

DFAS DIMENSIONAL ETF TRUST13.6K shares0.12%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares0.00%2026-03-312026-04-27

VOOG VANGUARD ADMIRAL FDS INC2.3K shares2.29%2026-03-312026-04-27

FAST FASTENAL CO20.3K shares2.98%2026-03-312026-04-27

PH PARKER-HANNIFIN CORP1.0K shares4.68%2026-03-312026-04-27

GLD SPDR GOLD TR2.0K shares0.00%2026-03-312026-04-27

BND VANGUARD BD INDEX FDS11.8K shares18.76%2026-03-312026-04-27

Sponsored

ETR ENTERGY CORP NEW7.6K shares6.31%2026-03-312026-04-27

CB CHUBB LIMITED2.6K shares9.67%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS12.6K shares14.25%2026-03-312026-04-27

PGR PROGRESSIVE CORP4.1K shares-0.56%2026-03-312026-04-27

CGCP CAPITAL GRP FIXED INCM ETF T34.4K shares1.80%2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC15.0K shares0.93%2026-03-312026-04-27

SMH VANECK ETF TRUST1.9K shares0.00%2026-03-312026-04-27

ALPHABET INC ALPHABET INC2.5K shares0.04%2026-03-312026-04-27

Sponsored

NEE NEXTERA ENERGY INC7.8K shares-1.58%2026-03-312026-04-27

CAT CATERPILLAR INC1.0K shares0.50%2026-03-312026-04-27

WEC ENERGY GROUP INC WEC ENERGY GROUP INC6.1K shares7.15%2026-03-312026-04-27

LLY ELI LILLY & CO758 shares53.75%2026-03-312026-04-27

SNA SNAP ON INC1.8K shares-13.00%2026-03-312026-04-27

KO COCA COLA CO8.5K shares0.52%2026-03-312026-04-27

IVW ISHARES TR5.6K shares-2.01%2026-03-312026-04-27

ABT ABBOTT LABS6.2K shares0.13%2026-03-312026-04-27

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.8K shares2.31%2026-03-312026-04-27

GGG GRACO INC7.0K shares2.83%2026-03-312026-04-27

SUSA ISHARES TR4.4K shares-1.05%2026-03-312026-04-27

KMI KINDER MORGAN INC DEL17.3K shares7.60%2026-03-312026-04-27

PAYX PAYCHEX INC6.2K shares6.75%2026-03-312026-04-27

META META PLATFORMS INC985 shares1.65%2026-03-312026-04-27

IVE ISHARES TR2.6K shares-2.00%2026-03-312026-04-27

NTRS NORTHERN TR CORP4.0K shares1.96%2026-03-312026-04-27

Sponsored

IEMG ISHARES INC7.8K shares-40.39%2026-03-312026-04-27

COST COSTCO WHSL CORP NEW546 shares0.18%2026-03-312026-04-27

T AT&T INC18.5K shares2.03%2026-03-312026-04-27

BR BROADRIDGE FINL SOLUTIONS IN3.3K shares7.63%2026-03-312026-04-27

AMGN AMGEN INC1.5K shares0.20%2026-03-312026-04-27

CIVB CIVISTA BANCSHARES INC22.9K shares0.00%2026-03-312026-04-27

BSV VANGUARD BD INDEX FDS6.6K shares116.52%2026-03-312026-04-27

COP CONOCOPHILLIPS3.8K shares0.13%2026-03-312026-04-27

Sponsored

ITW ILLINOIS TOOL WKS INC1.9K shares4.01%2026-03-312026-04-27

EW EDWARDS LIFESCIENCES CORP6.0K shares0.68%2026-03-312026-04-27

SUB ISHARES TR4.5K sharesnew addition2026-03-312026-04-27

CL COLGATE PALMOLIVE CO5.6K shares-11.27%2026-03-312026-04-27

VTEB VANGUARD MUN BD FDS9.5K sharesnew addition2026-03-312026-04-27

DCOR DIMENSIONAL ETF TRUST6.6K shares0.12%2026-03-312026-04-27

MA MASTERCARD INCORPORATED946 shares-35.03%2026-03-312026-04-27

PFE PFIZER INC15.9K shares1.07%2026-03-312026-04-27

Sponsored

GILD GILEAD SCIENCES INC3.2K shares-18.01%2026-03-312026-04-27

MLM MARTIN MARIETTA MATLS INC719 shares0.00%2026-03-312026-04-27

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.2K shares0.06%2026-03-312026-04-27

DIS DISNEY WALT CO4.1K shares0.07%2026-03-312026-04-27

FNF FIDELITY NATIONAL FINANCIAL8.0K shares4.70%2026-03-312026-04-27

QUAL ISHARES TR1.9K shares0.00%2026-03-312026-04-27

MS MORGAN STANLEY2.2K shares1.31%2026-03-312026-04-27

NFLX NETFLIX INC3.6K shares3.20%2026-03-312026-04-27

Sponsored

ZTS ZOETIS INC2.9K shares8.32%2026-03-312026-04-27

SBUX STARBUCKS CORP3.6K shares-34.74%2026-03-312026-04-27

LNT ALLIANT ENERGY CORP4.5K shares0.20%2026-03-312026-04-27

SCHW SCHWAB CHARLES CORP3.4K shares0.27%2026-03-312026-04-27

LHX L3HARRIS TECHNOLOGIES INC912 shares0.55%2026-03-312026-04-27

TJX TJX COS INC NEW2.0K shares5.74%2026-03-312026-04-27

ESML ISHARES TR6.6K shares-2.13%2026-03-312026-04-27

RTX RTX CORPORATION1.6K shares0.13%2026-03-312026-04-27

Sponsored

APD AIR PRODS & CHEMS INC1.0K shares5.36%2026-03-312026-04-27

BA BOEING CO1.4K shares0.00%2026-03-312026-04-27

IGRO ISHARES TR3.4K shares0.06%2026-03-312026-04-27

NXPI NXP SEMICONDUCTORS N V1.4K shares0.00%2026-03-312026-04-27

NVDA NVIDIA CORPORATION1.6K shares17.48%2026-03-312026-04-27

BROADCOM INC BROADCOM INC871 shares5.45%2026-03-312026-04-27

ARCC ARES CAPITAL CORP15.0K shares4.05%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC2.2K shares2.58%2026-03-312026-04-27

Sponsored

DFIV DIMENSIONAL ETF TRUST5.1K shares-10.32%2026-03-312026-04-27

MMM 3M CO1.8K shares1.29%2026-03-312026-04-27

ESGD ISHARES TR2.7K shares0.26%2026-03-312026-04-27

PSX PHILLIPS 661.4K sharesnew addition2026-03-312026-04-27

UPS UNITED PARCEL SERVICE INC2.6K shares0.38%2026-03-312026-04-27

VCRB VANGUARD MALVERN FDS3.2K shares-2.98%2026-03-312026-04-27

HON HONEYWELL INTL INC1.1K sharesnew addition2026-03-312026-04-27

DFAC DIMENSIONAL ETF TRUST6.1K sharesnew addition2026-03-312026-04-27

Sponsored

NSC NORFOLK SOUTHN CORP819 shares0.00%2026-03-312026-04-27

USMV ISHARES TR2.5K shares0.00%2026-03-312026-04-27

WRB BERKLEY W R CORP3.5K shares-6.97%2026-03-312026-04-27

BAC BANK AMERICA CORP4.7K shares0.68%2026-03-312026-04-27

VYM VANGUARD WHITEHALL FDS1.5K sharesnew addition2026-03-312026-04-27

CGMU CAPITAL GRP FIXED INCM ETF T8.3K sharesnew addition2026-03-312026-04-27

DFAU DIMENSIONAL ETF TRUST4.9K shares10.91%2026-03-312026-04-27

ORCL ORACLE CORP1.5K shares0.95%2026-03-312026-04-27

Sponsored

GS GOLDMAN SACHS GROUP INC256 shares2.40%2026-03-312026-04-27

APH AMPHENOL CORP NEW1.7K shares7.49%2026-03-312026-04-27

SCHB SCHWAB STRATEGIC TR8.6K shares0.00%2026-03-312026-04-27

MAS MASCO CORP3.6K shares6.80%2026-03-312026-04-27

BDX BECTON DICKINSON & CO1.3K shares4.95%2026-03-312026-04-27

SPGI S&P GLOBAL INC490 shares6.52%2026-03-312026-04-27

IJK ISHARES TR2.1K shares0.00%2026-03-312026-04-27

CMI CUMMINS INC383 sharesnew addition2026-03-312026-04-27

Sponsored

LNG CHENIERE ENERGY INC721 sharesnew addition2026-03-312026-04-27

EPD ENTERPRISE PRODS PARTNERS L5.4K sharesnew addition2026-03-312026-04-27

DE DEERE & CO356 sharesnew addition2026-03-312026-04-27

NET CLOUDFLARE INC970 sharesnew addition2026-03-312026-04-27

AWF ALLIANCEBERNSTEIN GLOBAL HIG12.0K shares0.00%2026-03-312026-04-27

SYK

STRYKER CORPORATION

-3.57%

Shares243.2K

Event2026-03-31

Filed2026-04-27

DFUS

DIMENSIONAL ETF TRUST

1128.41%

Shares443.1K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-6.14%

Shares41.5K

Event2026-03-31

Filed2026-04-27

IJR

ISHARES TR

-14.39%

Shares145.8K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

-3.98%

Shares60.5K

Event2026-03-31

Filed2026-04-27

VXUS

VANGUARD STAR FDS

-0.29%

Shares192.1K

Event2026-03-31

Filed2026-04-27

VIG

VANGUARD SPECIALIZED FUNDS

0.18%

Shares54.7K

Event2026-03-31

Filed2026-04-27

VTV

VANGUARD INDEX FDS

-2.81%

Shares58.1K

Event2026-03-31

Filed2026-04-27

VUG

VANGUARD INDEX FDS

-2.43%

Shares25.2K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

-0.47%

Shares33.4K

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

0.12%

Shares16.2K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

1.04%

Shares18.2K

Event2026-03-31

Filed2026-04-27

DFAI

DIMENSIONAL ETF TRUST

889.71%

Shares161.9K

Event2026-03-31

Filed2026-04-27

CGGR

CAPITAL GROUP GROWTH ETF

6.58%

Shares134.1K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

0.24%

Shares16.9K

Event2026-03-31

Filed2026-04-27

CGBL

CAPITAL GROUP CORE BALANCED

12.78%

Shares121.0K

Event2026-03-31

Filed2026-04-27

VGSH

VANGUARD SCOTTSDALE FDS

8.82%

Shares70.3K

Event2026-03-31

Filed2026-04-27

SPY

SPDR S&P 500 ETF TR

0.29%

Shares5.9K

Event2026-03-31

Filed2026-04-27

VCSH

VANGUARD SCOTTSDALE FDS

207.42%

Shares45.8K

Event2026-03-31

Filed2026-04-27

SCHD

SCHWAB STRATEGIC TR

0.96%

Shares105.2K

Event2026-03-31

Filed2026-04-27

VUSB

VANGUARD BD INDEX FDS

36.31%

Shares64.0K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

1.58%

Shares10.9K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

-5.96%

Shares4.7K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

0.04%

Shares23.6K

Event2026-03-31

Filed2026-04-27

VXF

VANGUARD INDEX FDS

-1.60%

Shares13.3K

Event2026-03-31

Filed2026-04-27

IEFA

ISHARES TR

-28.65%

Shares26.1K

Event2026-03-31

Filed2026-04-27

MCD

MCDONALDS CORP

0.64%

Shares7.2K

Event2026-03-31

Filed2026-04-27

CGXU

CAPITAL GROUP INTL FOCUS EQT

0.38%

Shares72.1K

Event2026-03-31

Filed2026-04-27

MDY

SPDR S&P MIDCAP 400 ETF TR

0.36%

Shares3.3K

Event2026-03-31

Filed2026-04-27

VGT

VANGUARD WORLD FD

-0.61%

Shares2.9K

Event2026-03-31

Filed2026-04-27

CGDG

CAPITAL GROUP DIVIDEND GROWE

2.21%

Shares53.0K

Event2026-03-31

Filed2026-04-27

CGCB

CAPITAL GRP FIXED INCM ETF T

2.94%

Shares70.9K

Event2026-03-31

Filed2026-04-27

IBM

INTERNATIONAL BUSINESS MACHS

0.03%

Shares7.4K

Event2026-03-31

Filed2026-04-27

AVXC

AMERICAN CENTY ETF TR

New

Shares25.6K

Event2026-03-31

Filed2026-04-27

PROCTER AND GAMBLE CO

0.69%

Shares11.8K

Event2026-03-31

Filed2026-04-27

CGCV

CAPITAL GROUP CONSERVATIVE E

0.50%

Shares55.6K

Event2026-03-31

Filed2026-04-27

PEP

PEPSICO INC

0.02%

Shares10.6K

Event2026-03-31

Filed2026-04-27

SOUTHERN CO

7.17%

Shares17.0K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

-7.19%

Shares9.7K

Event2026-03-31

Filed2026-04-27

VGIT

VANGUARD SCOTTSDALE FDS

-6.38%

Shares27.4K

Event2026-03-31

Filed2026-04-27

CVX

CHEVRON CORP NEW

1.90%

Shares7.5K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

2.61%

Shares5.4K

Event2026-03-31

Filed2026-04-27

CGUS

CAPITAL GROUP CORE EQUITY ET

1.00%

Shares40.0K

Event2026-03-31

Filed2026-04-27

VIGI

VANGUARD WHITEHALL FDS

-7.38%

Shares16.6K

Event2026-03-31

Filed2026-04-27

CGDV

CAPITAL GROUP DIVIDEND VALUE

29.28%

Shares34.3K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO.

0.39%

Shares4.6K

Event2026-03-31

Filed2026-04-27

PHILIP MORRIS INTL INC

0.18%

Shares8.0K

Event2026-03-31

Filed2026-04-27

IJH

ISHARES TR

-12.23%

Shares19.3K

Event2026-03-31

Filed2026-04-27

LMT

LOCKHEED MARTIN CORP

-6.66%

Shares2.0K

Event2026-03-31

Filed2026-04-27

ABBV

ABBVIE INC

0.74%

Shares5.0K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

-5.17%

Shares3.3K

Event2026-03-31

Filed2026-04-27

LINDE PLC

7.80%

Shares2.2K

Event2026-03-31

Filed2026-04-27

CSCO

CISCO SYS INC

-7.85%

Shares13.4K

Event2026-03-31

Filed2026-04-27

ADI

ANALOG DEVICES INC

6.41%

Shares3.1K

Event2026-03-31

Filed2026-04-27

ALTRIA GROUP INC

-1.93%

Shares14.8K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

0.03%

Shares4.0K

Event2026-03-31

Filed2026-04-27

DFAS

DIMENSIONAL ETF TRUST

0.12%

Shares13.6K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-27

VOOG

VANGUARD ADMIRAL FDS INC

2.29%

Shares2.3K

Event2026-03-31

Filed2026-04-27

FAST

FASTENAL CO

2.98%

Shares20.3K

Event2026-03-31

Filed2026-04-27

PARKER-HANNIFIN CORP

4.68%

Shares1.0K

Event2026-03-31

Filed2026-04-27

GLD

SPDR GOLD TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-27

BND

VANGUARD BD INDEX FDS

18.76%

Shares11.8K

Event2026-03-31

Filed2026-04-27

ETR

ENTERGY CORP NEW

6.31%

Shares7.6K

Event2026-03-31

Filed2026-04-27

CHUBB LIMITED

9.67%

Shares2.6K

Event2026-03-31

Filed2026-04-27

VEA

VANGUARD TAX-MANAGED FDS

14.25%

Shares12.6K

Event2026-03-31

Filed2026-04-27

PGR

PROGRESSIVE CORP

-0.56%

Shares4.1K

Event2026-03-31

Filed2026-04-27

CGCP

CAPITAL GRP FIXED INCM ETF T

1.80%

Shares34.4K

Event2026-03-31

Filed2026-04-27

VERIZON COMMUNICATIONS INC

0.93%

Shares15.0K

Event2026-03-31

Filed2026-04-27

SMH

VANECK ETF TRUST

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

0.04%

Shares2.5K

Event2026-03-31

Filed2026-04-27

NEE

NEXTERA ENERGY INC

-1.58%

Shares7.8K

Event2026-03-31

Filed2026-04-27

CAT

CATERPILLAR INC

0.50%

Shares1.0K

Event2026-03-31

Filed2026-04-27

WEC ENERGY GROUP INC

7.15%

Shares6.1K

Event2026-03-31

Filed2026-04-27

LLY

ELI LILLY & CO

53.75%

Shares758

Event2026-03-31

Filed2026-04-27

SNA

SNAP ON INC

-13.00%

Shares1.8K

Event2026-03-31

Filed2026-04-27

COCA COLA CO

0.52%

Shares8.5K

Event2026-03-31

Filed2026-04-27

IVW

ISHARES TR

-2.01%

Shares5.6K

Event2026-03-31

Filed2026-04-27

ABT

ABBOTT LABS

0.13%

Shares6.2K

Event2026-03-31

Filed2026-04-27

GENERAL DYNAMICS CORP

2.31%

Shares1.8K

Event2026-03-31

Filed2026-04-27

GGG

GRACO INC

2.83%

Shares7.0K

Event2026-03-31

Filed2026-04-27

SUSA

ISHARES TR

-1.05%

Shares4.4K

Event2026-03-31

Filed2026-04-27

KMI

KINDER MORGAN INC DEL

7.60%

Shares17.3K

Event2026-03-31

Filed2026-04-27

PAYX

PAYCHEX INC

6.75%

Shares6.2K

Event2026-03-31

Filed2026-04-27