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The Analysis of DAYMARK WEALTH PARTNERS, LLC's Holdings & P&L

Currently, DAYMARK WEALTH PARTNERS, LLC holds 739 types of securities in its portfolio with a total value $3.2B. In the most recent quarter, they have increased their positions in SLAB (+85.9K shares, valued at $17.9M), PANW (+80.1K shares, valued at $12.8M), BKNG (+2.4K shares, valued at $10.0M); decreased their positions in AAPL (-57.6K shares, valued at $14.6M), LNC (-368.4K shares, valued at $13.1M), FXR (-83.2K shares, valued at $6.8M); initiated new positions in SLAB (+85.9K shares, valued at $17.9M), MISL (+147.9K shares, valued at $6.6M), FTXL (+42.4K shares, valued at $6.3M).

1M P&L

+115.0M+4.03%

3M P&L

+45.3M+1.55%

HY P&L

+170.0M+6.08%

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/A751.2M

27.3%

2Consumer Electronics235.4M

8.6%

3Semiconductors234.0M

8.5%

Top Industries by Stock Count

1N/A251 stocks

44.7%

2Software - Application13 stocks

2.3%

3Utilities - Regulated Electric11 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC808.1K shares-6.65%2026-03-312026-05-11

NVDA NVIDIA CORPORATION999.4K shares-1.07%2026-03-312026-05-11

MSFT MICROSOFT CORP303.8K shares3.21%2026-03-312026-05-11

ALPHABET INC ALPHABET INC315.0K shares0.20%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS147.6K shares11.01%2026-03-312026-05-11

AMZN AMAZON COM INC384.6K shares2.29%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO271.8K shares4.69%2026-03-312026-05-11

SHW SHERWIN WILLIAMS CO223.4K shares1.66%2026-03-312026-05-11

Sponsored

PG PROCTER AND GAMBLE CO474.4K shares-1.41%2026-03-312026-05-11

AMGN AMGEN INC150.5K shares-1.18%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON211.8K shares-0.15%2026-03-312026-05-11

BROADCOM INC BROADCOM INC143.1K shares1.23%2026-03-312026-05-11

XOM EXXON MOBIL CORP250.7K shares-2.59%2026-03-312026-05-11

RECS COLUMBIA ETF TR I972.3K shares9.54%2026-03-312026-05-11

JGRO J P MORGAN EXCHANGE TRADED F445.8K shares5.87%2026-03-312026-05-11

SCHZ SCHWAB STRATEGIC TR1.6M shares12.17%2026-03-312026-05-11

Sponsored

JIRE J P MORGAN EXCHANGE TRADED F490.5K shares7.86%2026-03-312026-05-11

JCPB J P MORGAN EXCHANGE TRADED F749.4K shares29.95%2026-03-312026-05-11

RTX RAYTHEON TECHNOLOGIES CORP178.8K shares0.24%2026-03-312026-05-11

PGR PROGRESSIVE CORP171.1K shares0.63%2026-03-312026-05-11

ALPHABET INC ALPHABET INC113.5K shares-1.12%2026-03-312026-05-11

JAVA J P MORGAN EXCHANGE TRADED F432.5K shares6.31%2026-03-312026-05-11

PWR QUANTA SVCS INC56.0K shares-1.64%2026-03-312026-05-11

V VISA INC101.0K shares10.94%2026-03-312026-05-11

Sponsored

COST COSTCO WHSL CORP NEW28.0K shares2.24%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS108.2K shares-0.19%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC30.9K shares-2.38%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL53.0K shares2.09%2026-03-312026-05-11

CSCO CISCO SYS INC321.6K shares-0.26%2026-03-312026-05-11

HD HOME DEPOT INC74.5K shares-0.13%2026-03-312026-05-11

SPY SPDR S&P 500 ETF TR35.2K shares-8.22%2026-03-312026-05-11

PH PARKER-HANNIFIN CORP24.7K shares-2.83%2026-03-312026-05-11

Sponsored

USB US BANCORP DEL408.8K shares-1.14%2026-03-312026-05-11

VB VANGUARD INDEX FDS77.4K shares-0.42%2026-03-312026-05-11

WMT WALMART INC156.9K shares-0.67%2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC119.6K shares202.66%2026-03-312026-05-11

PNC PNC FINL SVCS GROUP INC91.8K shares-1.04%2026-03-312026-05-11

CVX CHEVRON CORP NEW91.8K shares-5.02%2026-03-312026-05-11

ABBV ABBVIE INC84.7K shares-0.64%2026-03-312026-05-11

SLAB SILICON LABORATORIES INC85.9K sharesnew addition2026-03-312026-05-11

Sponsored

ORCL ORACLE CORP119.1K shares7.02%2026-03-312026-05-11

RDVY FIRST TR EXCHANGE-TRADED FD248.2K shares5.19%2026-03-312026-05-11

MMM 3M CO116.6K shares-0.52%2026-03-312026-05-11

QCOM QUALCOMM INC128.0K shares0.04%2026-03-312026-05-11

PSX PHILLIPS 6686.8K shares-0.23%2026-03-312026-05-11

SYK STRYKER CORPORATION46.6K shares1.60%2026-03-312026-05-11

PYLD PIMCO ETF TR547.1K shares6.71%2026-03-312026-05-11

LLY LILLY ELI & CO14.5K shares8.32%2026-03-312026-05-11

Sponsored

NCPB NUSHARES ETF TR531.7K shares6.01%2026-03-312026-05-11

CGXU CAPITAL GROUP INTL FOCUS EQT448.8K shares7.26%2026-03-312026-05-11

EATON CORP PLC EATON CORP PLC36.3K shares25.07%2026-03-312026-05-11

SPEM SPDR INDEX SHS FDS273.4K shares7.20%2026-03-312026-05-11

PULS PGIM ETF TR251.8K shares-9.98%2026-03-312026-05-11

CGGR CAPITAL GROUP GROWTH ETF308.6K shares-12.90%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC59.6K shares3.36%2026-03-312026-05-11

JEMA J P MORGAN EXCHANGE TRADED F222.2K shares15.80%2026-03-312026-05-11

Sponsored

MCD MCDONALDS CORP34.6K shares1.18%2026-03-312026-05-11

BKNG BOOKING HOLDINGS INC2.5K shares1530.32%2026-03-312026-05-11

PEP PEPSICO INC67.5K shares1.04%2026-03-312026-05-11

JPST J P MORGAN EXCHANGE TRADED F206.6K shares9.52%2026-03-312026-05-11

ASML ASML HOLDING N V7.8K shares2.92%2026-03-312026-05-11

KO COCA COLA CO129.5K shares0.11%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC81.6K shares-1.03%2026-03-312026-05-11

VO VANGUARD INDEX FDS34.0K shares0.30%2026-03-312026-05-11

Sponsored

TSLA TESLA INC25.8K shares-6.75%2026-03-312026-05-11

AVUV AMERICAN CENTY ETF TR86.7K shares6.18%2026-03-312026-05-11

LHX L3HARRIS TECHNOLOGIES INC27.7K shares-0.60%2026-03-312026-05-11

META META PLATFORMS INC16.5K shares4.09%2026-03-312026-05-11

IWM ISHARES TR37.6K shares-9.47%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR15.9K shares-18.09%2026-03-312026-05-11

GEV GE VERNOVA INC10.4K shares11.10%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC9.3K shares-0.19%2026-03-312026-05-11

Sponsored

JFLX J P MORGAN EXCHANGE TRADED F179.9K shares8.95%2026-03-312026-05-11

FDN FIRST TR EXCHANGE-TRADED FD37.7K shares-39.25%2026-03-312026-05-11

AIRR FIRST TR EXCHANGE-TRADED FD79.2K shares6.52%2026-03-312026-05-11

EMR EMERSON ELEC CO65.4K shares-1.87%2026-03-312026-05-11

GENERAL ELECTRIC CO GENERAL ELECTRIC CO30.1K shares12.81%2026-03-312026-05-11

SDVY FIRST TR EXCHANGE-TRADED FD199.9K shares-1.82%2026-03-312026-05-11

JPIE J P MORGAN EXCHANGE TRADED F165.7K shares-17.20%2026-03-312026-05-11

CB CHUBB LIMITED23.3K shares-2.19%2026-03-312026-05-11

Sponsored

HON HONEYWELL INTL INC33.4K shares7.48%2026-03-312026-05-11

AMAT APPLIED MATLS INC21.7K shares0.63%2026-03-312026-05-11

HELO J P MORGAN EXCHANGE TRADED F114.2K shares2.89%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC143.5K shares-8.66%2026-03-312026-05-11

IVE ISHARES TR33.5K shares-8.68%2026-03-312026-05-11

STERIS PLC STERIS PLC31.9K shares1.02%2026-03-312026-05-11

FITB FIFTH THIRD BANCORP240.1K shares0.10%2026-03-312026-05-11

TGT TARGET CORP57.8K shares4.91%2026-03-312026-05-11

Sponsored

SJM SMUCKER J M CO72.2K shares-1.32%2026-03-312026-05-11

ABT ABBOTT LABS67.6K shares4.71%2026-03-312026-05-11

FBT FIRST TR EXCHANGE-TRADED FD33.8K shares476.23%2026-03-312026-05-11

CRM SALESFORCE INC36.0K shares4.13%2026-03-312026-05-11

MISL FIRST TR EXCHANGE-TRADED FD147.9K sharesnew addition2026-03-312026-05-11

JHHY JOHN HANCOCK EXCHANGE TRADED259.7K shares-22.15%2026-03-312026-05-11

KR KROGER CO89.8K shares-1.18%2026-03-312026-05-11

CAT CATERPILLAR INC9.0K shares4.62%2026-03-312026-05-11

Sponsored

IVV ISHARES TR9.7K shares-3.08%2026-03-312026-05-11

NOC NORTHROP GRUMMAN CORP9.2K shares-0.12%2026-03-312026-05-11

FTXL FIRST TR EXCHANGE TRADED FD42.4K sharesnew addition2026-03-312026-05-11

XT ISHARES TR91.5K shares0.49%2026-03-312026-05-11

BBIN J P MORGAN EXCHANGE TRADED F81.3K shares10.85%2026-03-312026-05-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW44.7K shares-2.60%2026-03-312026-05-11

LOW LOWES COS INC24.2K shares-1.18%2026-03-312026-05-11

BND VANGUARD BD INDEX FDS77.0K shares31.61%2026-03-312026-05-11

Sponsored

FTSM FIRST TR EXCHANGE-TRADED FD92.5K shares-19.35%2026-03-312026-05-11

BMY BRISTOL-MYERS SQUIBB CO91.2K shares13.18%2026-03-312026-05-11

UNP UNION PAC CORP22.7K shares-0.55%2026-03-312026-05-11

CSPF COHEN & STEERS ETF TRUST213.6K shares11.56%2026-03-312026-05-11

VV VANGUARD INDEX FDS18.2K shares164.39%2026-03-312026-05-11

MTB M & T BK CORP25.8K shares1.03%2026-03-312026-05-11

DIS DISNEY WALT CO55.2K shares-1.48%2026-03-312026-05-11

MDY SPDR S&P MIDCAP 400 ETF TR8.5K shares-16.41%2026-03-312026-05-11

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F92.2K shares-19.91%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR37.8K shares616.73%2026-03-312026-05-11

NVS NOVARTIS AG32.8K shares0.24%2026-03-312026-05-11

NEE NEXTERA ENERGY INC53.6K shares-0.17%2026-03-312026-05-11

PFE PFIZER INC174.5K shares-0.56%2026-03-312026-05-11

IVW ISHARES TR42.8K shares9.83%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP8.0K shares9.82%2026-03-312026-05-11

WFC WELLS FARGO CO NEW60.4K shares4.90%2026-03-312026-05-11

Sponsored

TMO THERMO FISHER SCIENTIFIC INC9.7K shares25.80%2026-03-312026-05-11

SCHW SCHWAB CHARLES CORP50.5K shares2.31%2026-03-312026-05-11

FTXO FIRST TR EXCHANGE TRADED FD129.6K sharesnew addition2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC53.5K shares2.19%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC28.0K shares1.15%2026-03-312026-05-11

MA MASTERCARD INCORPORATED9.1K shares0.90%2026-03-312026-05-11

PPG PPG INDS INC42.4K shares0.05%2026-03-312026-05-11

ADI ANALOG DEVICES INC13.9K shares0.69%2026-03-312026-05-11

Sponsored

FDX FEDEX CORP12.4K shares11.39%2026-03-312026-05-11

VUG VANGUARD INDEX FDS10.0K shares-0.30%2026-03-312026-05-11

XLC SELECT SECTOR SPDR TR39.4K sharesnew addition2026-03-312026-05-11

SBUX STARBUCKS CORP48.7K shares-4.06%2026-03-312026-05-11

GILD GILEAD SCIENCES INC31.1K shares-2.58%2026-03-312026-05-11

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2026-03-312026-05-11

EMLP FIRST TR EXCHANGE TRADED FD97.3K shares-2.06%2026-03-312026-05-11

EPD ENTERPRISE PRODS PARTNERS L111.3K shares3.03%2026-03-312026-05-11

Sponsored

FEOE RBB FUND TRUST83.0K shares12.62%2026-03-312026-05-11

INTC INTEL CORP92.2K shares2.93%2026-03-312026-05-11

TJX TJX COS INC NEW24.9K shares14.69%2026-03-312026-05-11

LINDE PLC LINDE PLC8.0K shares9.42%2026-03-312026-05-11

SO SOUTHERN CO40.9K shares-3.60%2026-03-312026-05-11

DGX QUEST DIAGNOSTICS INC20.0K shares0.00%2026-03-312026-05-11

CMI CUMMINS INC7.2K shares0.93%2026-03-312026-05-11

ET ENERGY TRANSFER L P200.1K shares7.31%2026-03-312026-05-11

Sponsored

VEU VANGUARD INTL EQUITY INDEX F51.0K shares1.10%2026-03-312026-05-11

JCI JOHNSON CTLS INTL PLC28.8K shares5.74%2026-03-312026-05-11

AFL AFLAC INC33.4K shares0.58%2026-03-312026-05-11

FE FIRSTENERGY CORP71.9K shares0.65%2026-03-312026-05-11

VTI VANGUARD INDEX FDS11.3K shares19.94%2026-03-312026-05-11

JMUB J P MORGAN EXCHANGE TRADED F71.3K shares27.82%2026-03-312026-05-11

FV FIRST TR EXCHANGE-TRADED FD58.5K shares-4.14%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO11.5K shares2.45%2026-03-312026-05-11

Sponsored

DE DEERE & CO6.1K shares-1.47%2026-03-312026-05-11

GLD SPDR GOLD TR8.0K shares-0.47%2026-03-312026-05-11

CARR CARRIER GLOBAL CORPORATION60.8K shares-0.25%2026-03-312026-05-11

VGT VANGUARD WORLD FDS4.9K shares-7.67%2026-03-312026-05-11

TPL TEXAS PACIFIC LAND CORPORATI7.1K shares9.71%2026-03-312026-05-11

NFLX NETFLIX INC34.4K shares30.26%2026-03-312026-05-11

IEF ISHARES TR34.7K shares-23.41%2026-03-312026-05-11

ISRG INTUITIVE SURGICAL INC6.9K shares11.81%2026-03-312026-05-11

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F56.8K shares37.49%2026-03-312026-05-11

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP9.1K shares11.16%2026-03-312026-05-11

CINF CINCINNATI FINL CORP19.7K shares0.10%2026-03-312026-05-11

VWO VANGUARD INTL EQUITY INDEX F56.5K shares11.65%2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS20.6K shares-4.20%2026-03-312026-05-11

LNC LINCOLN NATL CORP IND82.6K shares-81.69%2026-03-312026-05-11

FTXR FIRST TR EXCHANGE TRADED FD76.7K sharesnew addition2026-03-312026-05-11

JVAL J P MORGAN EXCHANGE TRADED F59.2K shares26.69%2026-03-312026-05-11

Sponsored

EFA ISHARES TR29.7K shares-0.38%2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC7.3K shares6.72%2026-03-312026-05-11

BAC BANK AMERICA CORP58.4K shares9.55%2026-03-312026-05-11

EQT CORP EQT CORP44.6K shares24.26%2026-03-312026-05-11

VTEB VANGUARD MUN BD FDS55.7K shares22.87%2026-03-312026-05-11

UITB VICTORY PORTFOLIOS II58.0K shares40.82%2026-03-312026-05-11

CTRA COTERRA ENERGY INC77.6K shares3.31%2026-03-312026-05-11

WCMI FIRST TR EXCHANGE-TRADED FD161.1K shares10.53%2026-03-312026-05-11

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD28.3K shares-17.27%2026-03-312026-05-11

SCIO FIRST TR EXCHANGE-TRADED FD126.3K shares-0.55%2026-03-312026-05-11

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST106.1K sharesnew addition2026-03-312026-05-11

DHR DANAHER CORPORATION13.0K shares12.65%2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MFG LTD7.3K shares8.05%2026-03-312026-05-11

ADBE ADOBE SYSTEMS INCORPORATED9.9K shares11.26%2026-03-312026-05-11

VLO VALERO ENERGY CORP9.7K shares3.53%2026-03-312026-05-11

IJH ISHARES TR35.3K shares15.71%2026-03-312026-05-11

Sponsored

VT VANGUARD INTL EQUITY INDEX F17.2K shares0.13%2026-03-312026-05-11

MPLX MPLX LP41.6K shares7.01%2026-03-312026-05-11

FXO FIRST TR EXCHANGE-TRADED FD42.0K shares-68.68%2026-03-312026-05-11

FLEX FLEX LTD36.0K shares-0.28%2026-03-312026-05-11

NSC NORFOLK SOUTHN CORP8.2K shares0.50%2026-03-312026-05-11

CSRE COHEN & STEERS ETF TRUST88.6K shares28.15%2026-03-312026-05-11

MPC MARATHON PETE CORP9.5K shares10.02%2026-03-312026-05-11

BLACKSTONE INC BLACKSTONE INC20.0K shares-1.60%2026-03-312026-05-11

Sponsored

XBI SPDR SER TR17.8K shares0.00%2026-03-312026-05-11

VTES VANGUARD WELLINGTON FD22.3K shares15.62%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC15.2K shares18.75%2026-03-312026-05-11

LH LABCORP HOLDINGS INC8.3K shares1.12%2026-03-312026-05-11

FMHI FIRST TR EXCH TRADED FD III46.5K shares-8.04%2026-03-312026-05-11

GLOF ISHARES TR42.0K shares-8.56%2026-03-312026-05-11

CVS CVS HEALTH CORP30.2K shares5.94%2026-03-312026-05-11

ICE INTERCONTINENTAL EXCHANGE INC13.4K shares3.48%2026-03-312026-05-11

Sponsored

VCTR VICTORY CAP HLDGS INC32.1K shares0.00%2026-03-312026-05-11

BE BLOOM ENERGY CORP15.5K shares10.37%2026-03-312026-05-11

PUSH PGIM ETF TR40.7K shares101.05%2026-03-312026-05-11

WES WESTERN MIDSTREAM PARTNERS L49.0K shares5.26%2026-03-312026-05-11

MO ALTRIA GROUP INC30.5K shares-3.16%2026-03-312026-05-11

CIBR FIRST TR EXCHANGE TRADED FD31.7K shares20.25%2026-03-312026-05-11

RNW RENEW ENERGY GLOBAL PLC431.0K shares-19.59%2026-03-312026-05-11

CTAS CINTAS CORP11.6K shares0.77%2026-03-312026-05-11

Sponsored

VTV VANGUARD INDEX FDS9.9K shares10.72%2026-03-312026-05-11

CITIGROUP INC CITIGROUP INC17.2K shares28.56%2026-03-312026-05-11

GRID FIRST TR EXCHANGE TRADED FD11.8K shares39.59%2026-03-312026-05-11

ALPS ETF TR ALPS ETF TR36.0K shares12.32%2026-03-312026-05-11

ADP AUTOMATIC DATA PROCESSING INC9.3K shares-3.65%2026-03-312026-05-11

CL COLGATE PALMOLIVE CO22.0K shares0.13%2026-03-312026-05-11

AGG ISHARES TR18.9K shares19.14%2026-03-312026-05-11

LDOS LEIDOS HOLDINGS INC12.0K shares-1.80%2026-03-312026-05-11

Sponsored

TGTX TG THERAPEUTICS INC55.7K shares12.48%2026-03-312026-05-11

JMEE J P MORGAN EXCHANGE TRADED F27.6K shares3.55%2026-03-312026-05-11

TXN TEXAS INSTRS INC9.5K shares7.13%2026-03-312026-05-11

ILCG ISHARES TR19.3K shares-3.73%2026-03-312026-05-11

CTVA CORTEVA INC21.9K shares-4.93%2026-03-312026-05-11

SPTM SPDR SER TR23.1K shares-0.22%2026-03-312026-05-11

ITW ILLINOIS TOOL WKS INC7.0K shares-4.57%2026-03-312026-05-11

COP CONOCOPHILLIPS13.6K shares14.71%2026-03-312026-05-11

Sponsored

VEA VANGUARD TAX-MANAGED FDS28.0K shares-8.15%2026-03-312026-05-11

UI UBIQUITI INC2.3K shares-33.76%2026-03-312026-05-11

VRT VERTIV HOLDINGS CO7.1K shares4.80%2026-03-312026-05-11

VCR VANGUARD WORLD FD4.9K shares-7.64%2026-03-312026-05-11

FEUZ FIRST TR EXCH TRD ALPHDX FD28.0K shares-19.19%2026-03-312026-05-11

CSNR COHEN & STEERS ETF TRUST45.4K shares10.34%2026-03-312026-05-11

NOBL PROSHARES TR15.9K shares-12.02%2026-03-312026-05-11

GRMN GARMIN LTD7.2K shares5.11%2026-03-312026-05-11

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VUSB VANGUARD BD INDEX FDS33.4K shares-2.77%2026-03-312026-05-11

SDY SPDR SER TR11.4K shares3.41%2026-03-312026-05-11

APD AIR PRODS & CHEMS INC5.6K shares14.65%2026-03-312026-05-11

JMST J P MORGAN EXCHANGE TRADED F31.5K shares-0.72%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.4K shares-13.28%2026-03-312026-05-11

EPS WISDOMTREE TR23.4K sharesnew addition2026-03-312026-05-11

APH AMPHENOL CORP NEW12.4K shares141.14%2026-03-312026-05-11

MUST COLUMBIA ETF TR I76.3K shares135.83%2026-03-312026-05-11

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UPS UNITED PARCEL SERVICE INC15.9K shares-11.79%2026-03-312026-05-11

MTZ MASTEC INC4.8K shares0.95%2026-03-312026-05-11

BA BOEING CO7.7K shares14.42%2026-03-312026-05-11

FSIG FIRST TR EXCHANGE-TRADED FD79.9K shares-9.10%2026-03-312026-05-11

TT TRANE TECHNOLOGIES PLC3.6K shares14.84%2026-03-312026-05-11

WM WASTE MGMT INC DEL6.4K shares-0.20%2026-03-312026-05-11

MS MORGAN STANLEY8.9K shares24.64%2026-03-312026-05-11

IWR ISHARES TR15.1K shares0.42%2026-03-312026-05-11

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XLE SELECT SECTOR SPDR TR23.7K shares14.44%2026-03-312026-05-11

IUSB ISHARES TR31.1K shares-3.22%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC4.2K shares146.89%2026-03-312026-05-11

IEFA ISHARES TR15.6K shares-4.23%2026-03-312026-05-11

IEI ISHARES TR11.7K shares-1.90%2026-03-312026-05-11

RCL ROYAL CARIBBEAN GROUP5.0K shares6.48%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP6.3K shares16.71%2026-03-312026-05-11

AMP AMERIPRISE FINL INC3.0K shares35.43%2026-03-312026-05-11

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UNH UNITEDHEALTH GROUP INC5.0K shares5.24%2026-03-312026-05-11

KMB KIMBERLY-CLARK CORP13.9K shares2.65%2026-03-312026-05-11

VIG VANGUARD SPECIALIZED FUNDS6.2K shares-3.93%2026-03-312026-05-11

SPGI S&P GLOBAL INC3.1K shares23.87%2026-03-312026-05-11

DIA SPDR DOW JONES INDL AVERAGE2.9K shares-2.92%2026-03-312026-05-11

GEW EA SERIES TRUST26.2K shares0.00%2026-03-312026-05-11

CHKP CHECK POINT SOFTWARE TECH LT9.2K shares16.91%2026-03-312026-05-11

COF CAPITAL ONE FINL CORP7.1K shares29.79%2026-03-312026-05-11

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LECO LINCOLN ELEC HLDGS INC5.1K shares12.10%2026-03-312026-05-11

HCA HCA HEALTHCARE INC2.7K shares-6.90%2026-03-312026-05-11

UBER UBER TECHNOLOGIES INC17.6K shares-13.28%2026-03-312026-05-11

FVD FIRST TR VALUE LINE DIVID IN27.0K shares-27.09%2026-03-312026-05-11

T AT&T INC43.5K shares-22.72%2026-03-312026-05-11

FTNT FORTINET INC15.1K shares-76.05%2026-03-312026-05-11

EEM ISHARES TR21.7K shares-2.41%2026-03-312026-05-11

GBAB GUGGENHEIM TAXABLE MUNICP BO82.3K shares-14.07%2026-03-312026-05-11

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IJK ISHARES TR11.8K shares0.09%2026-03-312026-05-11

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.8K shares-3.68%2026-03-312026-05-11

MFC MANULIFE FINL CORP33.4K shares-2.97%2026-03-312026-05-11

NTAP NETAPP INC11.2K shares-45.02%2026-03-312026-05-11

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ILDR FIRST TR EXCHNG TRADED FD VI38.1K shares453.45%2026-03-312026-05-11

ECL ECOLAB INC4.2K shares-0.33%2026-03-312026-05-11

HWM HOWMET AEROSPACE INC4.9K shares-0.73%2026-03-312026-05-11

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KNG FIRST TR EXCHANGE-TRADED FD23.0K shares-2.92%2026-03-312026-05-11

TRV TRAVELERS COMPANIES INC3.8K shares49.45%2026-03-312026-05-11

GLW CORNING INC8.1K shares37.85%2026-03-312026-05-11

EXPD EXPEDITORS INTL WASH INC7.5K shares0.25%2026-03-312026-05-11

IP INTERNATIONAL PAPER CO30.3K shares-8.56%2026-03-312026-05-11

HUBBELL INC HUBBELL INC2.2K shares-5.27%2026-03-312026-05-11

MMC MARSH & MCLENNAN COS INC6.1K shares304.68%2026-03-312026-05-11

VOT VANGUARD INDEX FDS4.1K shares-0.63%2026-03-312026-05-11

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TOTALENERGIES SE TOTALENERGIES SE11.6K sharesnew addition2026-03-312026-05-11

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BK BANK NEW YORK MELLON CORP8.6K shares102.81%2026-03-312026-05-11

GIS GENERAL MLS INC27.3K shares81.14%2026-03-312026-05-11

JGLO J P MORGAN EXCHANGE TRADED F15.6K shares-11.85%2026-03-312026-05-11

KKR & CO INC KKR & CO INC10.9K shares15.96%2026-03-312026-05-11

CG CARLYLE GROUP INC20.7K shares0.99%2026-03-312026-05-11

SCHD SCHWAB STRATEGIC TR32.6K shares9.61%2026-03-312026-05-11

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RPM RPM INTL INC10.1K shares0.66%2026-03-312026-05-11

SCHX SCHWAB STRATEGIC TR38.9K shares5.70%2026-03-312026-05-11

NET CLOUDFLARE INC4.8K shares6.95%2026-03-312026-05-11

VONE VANGUARD SCOTTSDALE FDS3.4K shares0.00%2026-03-312026-05-11

FCX FREEPORT-MCMORAN INC16.8K shares28.08%2026-03-312026-05-11

IJT ISHARES TR6.8K shares0.16%2026-03-312026-05-11

KMI KINDER MORGAN INC DEL29.1K shares79.58%2026-03-312026-05-11

BBUS J P MORGAN EXCHANGE TRADED F8.3K shares100.36%2026-03-312026-05-11

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WCME FIRST TR EXCHANGE-TRADED FD57.9K shares-0.57%2026-03-312026-05-11

FDL FIRST TR MORNINGSTAR DIVID L19.1K shares-15.64%2026-03-312026-05-11

IJJ ISHARES TR7.2K shares-16.73%2026-03-312026-05-11

JBND J P MORGAN EXCHANGE TRADED F17.7K sharesnew addition2026-03-312026-05-11

FTEC FIDELITY COVINGTON TRUST4.4K shares10.80%2026-03-312026-05-11

TDIV FIRST TR EXCHANGE-TRADED FD9.8K shares-15.79%2026-03-312026-05-11

SHY ISHARES TR10.9K shares7.12%2026-03-312026-05-11

ZTS ZOETIS INC7.6K shares-3.35%2026-03-312026-05-11

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COHERENT CORP COHERENT CORP3.8K shares0.77%2026-03-312026-05-11

FIIG FIRST TR EXCHANGE-TRADED FD43.3K shares45.32%2026-03-312026-05-11

GLDM WORLD GOLD TR9.6K shares-2.48%2026-03-312026-05-11

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IEV ISHARES TR12.9K shares-20.67%2026-03-312026-05-11

FTCB FIRST TR EXCHANGE-TRADED FD41.6K shares0.01%2026-03-312026-05-11

SNOW SNOWFLAKE INC5.8K shares37.80%2026-03-312026-05-11

CGMS CAPITAL GRP FIXED INCM ETF T31.6K shares1.12%2026-03-312026-05-11

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ITOT ISHARES TR6.0K shares-28.28%2026-03-312026-05-11

TMUS T-MOBILE US INC4.1K shares37.64%2026-03-312026-05-11

XLF SELECT SECTOR SPDR TR17.2K shares1.86%2026-03-312026-05-11

ASO ACADEMY SPORTS & OUTDOORS IN15.0K shares0.00%2026-03-312026-05-11

FYX FIRST TR SML CP CORE ALPHA F7.1K shares-0.64%2026-03-312026-05-11

SHEL SHELL PLC9.1K shares-6.58%2026-03-312026-05-11

FIX COMFORT SYS USA INC605 sharesnew addition2026-03-312026-05-11

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PCG PG&E CORP47.2K sharesnew addition2026-03-312026-05-11

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VYMI VANGUARD WHITEHALL FDS8.6K shares-4.56%2026-03-312026-05-11

HSY HERSHEY CO3.8K shares8.12%2026-03-312026-05-11

KMT KENNAMETAL INC21.8K shares2.55%2026-03-312026-05-11

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AEP AMERICAN ELEC PWR CO INC6.0K shares-11.27%2026-03-312026-05-11

ABNB AIRBNB INC6.1K shares276.59%2026-03-312026-05-11

STWD STARWOOD PPTY TR INC45.0K shares-14.97%2026-03-312026-05-11

DVY ISHARES TR5.1K shares-0.29%2026-03-312026-05-11

EG EVEREST GROUP LTD2.3K shares-0.38%2026-03-312026-05-11

FBTC FIDELITY WISE ORIGIN BITCOIN12.9K shares0.50%2026-03-312026-05-11

WMB WILLIAMS COS INC10.5K shares-6.84%2026-03-312026-05-11

TLT ISHARES TR8.8K shares11.07%2026-03-312026-05-11

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ROK ROCKWELL AUTOMATION INC2.1K shares1.26%2026-03-312026-05-11

OTIS OTIS WORLDWIDE CORP9.6K shares5.31%2026-03-312026-05-11

GJUL FIRST TR EXCHNG TRADED FD VI18.2K shares0.00%2026-03-312026-05-11

SBND COLUMBIA ETF TR I39.2K shares-16.74%2026-03-312026-05-11

REGN REGENERON PHARMACEUTICALS943 shares186.63%2026-03-312026-05-11

IWN ISHARES TR3.8K shares0.00%2026-03-312026-05-11

THE CIGNA GROUP THE CIGNA GROUP2.7K shares174.01%2026-03-312026-05-11

PLD PROLOGIS INC.5.5K shares11.02%2026-03-312026-05-11

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VOOG VANGUARD ADMIRAL FDS INC1.8K shares-0.28%2026-03-312026-05-11

FUTY FIDELITY COVINGTON TRUST11.9K shares7.22%2026-03-312026-05-11

NBIX NEUROCRINE BIOSCIENCES INC5.2K shares192.93%2026-03-312026-05-11

XLU SELECT SECTOR SPDR TR15.0K shares39.16%2026-03-312026-05-11

OXY OCCIDENTAL PETE CORP10.4K sharesnew addition2026-03-312026-05-11

NKE NIKE INC12.8K shares24.49%2026-03-312026-05-11

MCK MCKESSON CORP776 shares22.20%2026-03-312026-05-11

PAYX PAYCHEX INC7.3K shares-12.34%2026-03-312026-05-11

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ONEQ FIDELITY COMWLTH TR7.8K shares-9.03%2026-03-312026-05-11

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CSX CSX CORP16.1K shares-38.70%2026-03-312026-05-11

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GWW GRAINGER W W INC579 shares-4.61%2026-03-312026-05-11

FSMB FIRST TR EXCH TRADED FD III31.5K sharesnew addition2026-03-312026-05-11

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FTI TECHNIPFMC PLC9.0K sharesnew addition2026-03-312026-05-11

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HBAN HUNTINGTON BANCSHARES INC39.5K shares-4.99%2026-03-312026-05-11

YUM YUM BRANDS INC3.9K shares3.49%2026-03-312026-05-11

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WDC WESTERN DIGITAL CORP2.2K sharesnew addition2026-03-312026-05-11

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XLI SELECT SECTOR SPDR TR3.7K shares61.37%2026-03-312026-05-11

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WEC ENERGY GROUP INC WEC ENERGY GROUP INC5.1K shares-9.75%2026-03-312026-05-11

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SCHB SCHWAB STRATEGIC TR23.3K shares0.00%2026-03-312026-05-11

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MINT PIMCO ETF TR5.8K shares-41.42%2026-03-312026-05-11

VBK VANGUARD INDEX FDS1.9K shares0.05%2026-03-312026-05-11

AMT AMERICAN TOWER CORP NEW3.4K shares18.78%2026-03-312026-05-11

MUNI PIMCO ETF TR11.1K shares45.24%2026-03-312026-05-11

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EOG EOG RES INC3.9K shares95.11%2026-03-312026-05-11

ES EVERSOURCE ENERGY8.2K shares47.91%2026-03-312026-05-11

PYPL PAYPAL HLDGS INC12.5K shares11.49%2026-03-312026-05-11

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ITT INC ITT INC3.0K sharesnew addition2026-03-312026-05-11

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EW EDWARDS LIFESCIENCES CORP6.9K shares-5.61%2026-03-312026-05-11

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SPG SIMON PPTY GROUP INC NEW3.0K shares11.58%2026-03-312026-05-11

ED CONSOLIDATED EDISON INC4.9K shares-10.82%2026-03-312026-05-11

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST22.7K sharesnew addition2026-03-312026-05-11

BP BP PLC11.7K shares-20.48%2026-03-312026-05-11

JHMD JOHN HANCOCK EXCHANGE TRADED12.8K shares-0.01%2026-03-312026-05-11

WHR WHIRLPOOL CORP10.1K shares-3.01%2026-03-312026-05-11

IYH ISHARES TR8.8K shares0.03%2026-03-312026-05-11

BF.A BROWN FORMAN CORP20.1K shares0.47%2026-03-312026-05-11

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TFC TRUIST FINL CORP11.7K shares8.11%2026-03-312026-05-11

IJR ISHARES TR4.3K shares0.30%2026-03-312026-05-11

NRG NRG ENERGY INC3.6K shares14.67%2026-03-312026-05-11

AFG AMERICAN FINL GROUP INC OHIO4.1K shares15.42%2026-03-312026-05-11

JAAA JANUS DETROIT STR TR10.3K shares0.00%2026-03-312026-05-11

ZBH ZIMMER BIOMET HOLDINGS INC5.7K shares-0.64%2026-03-312026-05-11

IDV ISHARES TR12.2K shares-0.40%2026-03-312026-05-11

NVT NVENT ELEC PLC4.3K sharesnew addition2026-03-312026-05-11

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KEYS KEYSIGHT TECHNOLOGIES INC1.8K shares44.17%2026-03-312026-05-11

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SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.3K shares25.59%2026-03-312026-05-11

CSW CSW INDUSTRIALS INC1.9K shares6.25%2026-03-312026-05-11

BSV VANGUARD BD INDEX FDS6.4K shares-0.16%2026-03-312026-05-11

TTWO TAKE-TWO INTERACTIVE SOFTWAR2.5K shares75.69%2026-03-312026-05-11

GSK PLC GSK PLC9.1K shares11.99%2026-03-312026-05-11

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ULTA ULTA BEAUTY INC951 shares6.73%2026-03-312026-05-11

IRM IRON MTN INC DEL4.8K shares77.87%2026-03-312026-05-11

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USTB VICTORY PORTFOLIOS II9.6K shares-1.10%2026-03-312026-05-11

QNITY ELECTRONICS INC QNITY ELECTRONICS INC4.2K sharesnew addition2026-03-312026-05-11

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JMOM J P MORGAN EXCHANGE TRADED F7.1K shares0.00%2026-03-312026-05-11

ARISTA NETWORKS INC ARISTA NETWORKS INC3.9K shares122.50%2026-03-312026-05-11

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BAC-PL BANK AMERICA CORP398 shares10.25%2026-03-312026-05-11

JPEM J P MORGAN EXCHANGE TRADED F7.6K shares15.87%2026-03-312026-05-11

JBHT HUNT J B TRANS SVCS INC2.2K sharesnew addition2026-03-312026-05-11

SPYG SPDR SERIES TRUST4.8K shares6.77%2026-03-312026-05-11

SSO PROSHARES TR9.1K shares0.03%2026-03-312026-05-11

FXR FIRST TR EXCHANGE TRADED FD5.8K shares-93.53%2026-03-312026-05-11

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LNG CHENIERE ENERGY INC1.6K shares-16.42%2026-03-312026-05-11

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XYL XYLEM INC3.8K shares31.59%2026-03-312026-05-11

LVS LAS VEGAS SANDS CORP8.5K sharesnew addition2026-03-312026-05-11

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VIS VANGUARD WORLD FD1.4K shares-24.24%2026-03-312026-05-11

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SCHV SCHWAB STRATEGIC TR14.2K shares0.00%2026-03-312026-05-11

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Sponsored

VIK VIKING HOLDINGS LTD5.8K sharesnew addition2026-03-312026-05-11

CNC CENTENE CORP DEL13.0K sharesnew addition2026-03-312026-05-11

ARCC ARES CAPITAL CORP23.6K shares1.22%2026-03-312026-05-11

BDX BECTON DICKINSON & CO2.7K shares6.99%2026-03-312026-05-11

BUFB INNOVATOR ETFS TRUST11.8K shares-35.15%2026-03-312026-05-11

SAIC SCIENCE APPLICATIONS INTL CORP4.4K shares55.42%2026-03-312026-05-11

SLV ISHARES SILVER TR6.1K shares-7.16%2026-03-312026-05-11

CEF SPROTT PHYSICAL GOLD & SILVE8.7K shares0.00%2026-03-312026-05-11

Sponsored

JEF JEFFERIES FINL GROUP INC10.1K shares57.54%2026-03-312026-05-11

VFH VANGUARD WORLD FD3.4K shares-18.85%2026-03-312026-05-11

HOOD ROBINHOOD MKTS INC5.9K shares4.78%2026-03-312026-05-11

HYG ISHARES TR5.2K shares-3.59%2026-03-312026-05-11

ARHS ARHAUS INC60.4K shares0.70%2026-03-312026-05-11

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST16.5K sharesnew addition2026-03-312026-05-11

VXUS VANGUARD STAR FDS5.2K shares3.09%2026-03-312026-05-11

EXE EXPAND ENERGY CORPORATION3.7K sharesnew addition2026-03-312026-05-11

Sponsored

DVN DEVON ENERGY CORP NEW8.0K shares9.50%2026-03-312026-05-11

UNILEVER PLC UNILEVER PLC7.0K shares-6.96%2026-03-312026-05-11

BN BROOKFIELD CORP9.9K shares19.43%2026-03-312026-05-11

RSG REPUBLIC SVCS INC1.8K sharesnew addition2026-03-312026-05-11

DEO DIAGEO PLC5.3K shares-18.81%2026-03-312026-05-11

SNX TD SYNNEX CORPORATION2.4K sharesnew addition2026-03-312026-05-11

BURL BURLINGTON STORES INC1.2K sharesnew addition2026-03-312026-05-11

HII HUNTINGTON INGALLS INDS INC1.0K sharesnew addition2026-03-312026-05-11

Sponsored

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST8.0K sharesnew addition2026-03-312026-05-11

J JACOBS SOLUTIONS INC3.1K shares-6.55%2026-03-312026-05-11

ADM ARCHER DANIELS MIDLAND CO5.4K shares30.51%2026-03-312026-05-11

DLR DIGITAL RLTY TR INC2.2K shares-6.32%2026-03-312026-05-11

AAPL

APPLE INC

-6.65%

Shares808.1K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

-1.07%

Shares999.4K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

3.21%

Shares303.8K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

0.20%

Shares315.0K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

11.01%

Shares147.6K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

2.29%

Shares384.6K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

4.69%

Shares271.8K

Event2026-03-31

Filed2026-05-11

SHW

SHERWIN WILLIAMS CO

1.66%

Shares223.4K

Event2026-03-31

Filed2026-05-11

PROCTER AND GAMBLE CO

-1.41%

Shares474.4K

Event2026-03-31

Filed2026-05-11

AMGN

AMGEN INC

-1.18%

Shares150.5K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

-0.15%

Shares211.8K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

1.23%

Shares143.1K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

-2.59%

Shares250.7K

Event2026-03-31

Filed2026-05-11

RECS

COLUMBIA ETF TR I

9.54%

Shares972.3K

Event2026-03-31

Filed2026-05-11

JGRO

J P MORGAN EXCHANGE TRADED F

5.87%

Shares445.8K

Event2026-03-31

Filed2026-05-11

SCHZ

SCHWAB STRATEGIC TR

12.17%

Shares1.6M

Event2026-03-31

Filed2026-05-11

JIRE

J P MORGAN EXCHANGE TRADED F

7.86%

Shares490.5K

Event2026-03-31

Filed2026-05-11

JCPB

J P MORGAN EXCHANGE TRADED F

29.95%

Shares749.4K

Event2026-03-31

Filed2026-05-11

RTX

RAYTHEON TECHNOLOGIES CORP

0.24%

Shares178.8K

Event2026-03-31

Filed2026-05-11

PGR

PROGRESSIVE CORP

0.63%

Shares171.1K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-1.12%

Shares113.5K

Event2026-03-31

Filed2026-05-11

JAVA

J P MORGAN EXCHANGE TRADED F

6.31%

Shares432.5K

Event2026-03-31

Filed2026-05-11

PWR

QUANTA SVCS INC

-1.64%

Shares56.0K

Event2026-03-31

Filed2026-05-11

VISA INC

10.94%

Shares101.0K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHSL CORP NEW

2.24%

Shares28.0K

Event2026-03-31

Filed2026-05-11

IBM

INTERNATIONAL BUSINESS MACHS

-0.19%

Shares108.2K

Event2026-03-31

Filed2026-05-11

GOLDMAN SACHS GROUP INC

-2.38%

Shares30.9K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

2.09%

Shares53.0K

Event2026-03-31

Filed2026-05-11

CSCO

CISCO SYS INC

-0.26%

Shares321.6K

Event2026-03-31

Filed2026-05-11

HOME DEPOT INC

-0.13%

Shares74.5K

Event2026-03-31

Filed2026-05-11

SPY

SPDR S&P 500 ETF TR

-8.22%

Shares35.2K

Event2026-03-31

Filed2026-05-11

PARKER-HANNIFIN CORP

-2.83%

Shares24.7K

Event2026-03-31

Filed2026-05-11

USB

US BANCORP DEL

-1.14%

Shares408.8K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-0.42%

Shares77.4K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

-0.67%

Shares156.9K

Event2026-03-31

Filed2026-05-11

PANW

PALO ALTO NETWORKS INC

202.66%

Shares119.6K

Event2026-03-31

Filed2026-05-11

PNC

PNC FINL SVCS GROUP INC

-1.04%

Shares91.8K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORP NEW

-5.02%

Shares91.8K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE INC

-0.64%

Shares84.7K

Event2026-03-31

Filed2026-05-11

SLAB

SILICON LABORATORIES INC

New

Shares85.9K

Event2026-03-31

Filed2026-05-11

ORCL

ORACLE CORP

7.02%

Shares119.1K

Event2026-03-31

Filed2026-05-11

RDVY

FIRST TR EXCHANGE-TRADED FD

5.19%

Shares248.2K

Event2026-03-31

Filed2026-05-11

MMM

3M CO

-0.52%

Shares116.6K

Event2026-03-31

Filed2026-05-11

QCOM

QUALCOMM INC

0.04%

Shares128.0K

Event2026-03-31

Filed2026-05-11

PSX

PHILLIPS 66

-0.23%

Shares86.8K

Event2026-03-31

Filed2026-05-11

SYK

STRYKER CORPORATION

1.60%

Shares46.6K

Event2026-03-31

Filed2026-05-11

PYLD

PIMCO ETF TR

6.71%

Shares547.1K

Event2026-03-31

Filed2026-05-11

LLY

LILLY ELI & CO

8.32%

Shares14.5K

Event2026-03-31

Filed2026-05-11

NCPB

NUSHARES ETF TR

6.01%

Shares531.7K

Event2026-03-31

Filed2026-05-11

CGXU

CAPITAL GROUP INTL FOCUS EQT

7.26%

Shares448.8K

Event2026-03-31

Filed2026-05-11

EATON CORP PLC

25.07%

Shares36.3K

Event2026-03-31

Filed2026-05-11

SPEM

SPDR INDEX SHS FDS

7.20%

Shares273.4K

Event2026-03-31

Filed2026-05-11

PULS

PGIM ETF TR

-9.98%

Shares251.8K

Event2026-03-31

Filed2026-05-11

CGGR

CAPITAL GROUP GROWTH ETF

-12.90%

Shares308.6K

Event2026-03-31

Filed2026-05-11

AMD

ADVANCED MICRO DEVICES INC

3.36%

Shares59.6K

Event2026-03-31

Filed2026-05-11

JEMA

J P MORGAN EXCHANGE TRADED F

15.80%

Shares222.2K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP

1.18%

Shares34.6K

Event2026-03-31

Filed2026-05-11

BKNG

BOOKING HOLDINGS INC

1530.32%

Shares2.5K

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO INC

1.04%

Shares67.5K

Event2026-03-31

Filed2026-05-11

JPST

J P MORGAN EXCHANGE TRADED F

9.52%

Shares206.6K

Event2026-03-31

Filed2026-05-11

ASML

ASML HOLDING N V

2.92%

Shares7.8K

Event2026-03-31

Filed2026-05-11

COCA COLA CO

0.11%

Shares129.5K

Event2026-03-31

Filed2026-05-11

MERCK & CO INC

-1.03%

Shares81.6K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

0.30%

Shares34.0K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

-6.75%

Shares25.8K

Event2026-03-31

Filed2026-05-11

AVUV

AMERICAN CENTY ETF TR

6.18%

Shares86.7K

Event2026-03-31

Filed2026-05-11

LHX

L3HARRIS TECHNOLOGIES INC

-0.60%

Shares27.7K

Event2026-03-31

Filed2026-05-11