Sponsored

The Analysis of DB&C Advisors, LLC's Holdings & P&L

Currently, DB&C Advisors, LLC holds 67 types of securities in its portfolio with a total value $77.0M. In the most recent quarter, they have increased their positions in JPM (+3.0K shares, valued at $873.4K), NVDA (+2.2K shares, valued at $387.2K), SCHD (+8.3K shares, valued at $255.4K); decreased their positions in PFE (-6.1K shares, valued at $171.3K), GIS (-2.5K shares, valued at $92.1K), FTCS (-804 shares, valued at $74.6K); initiated new positions in SCHD (+8.3K shares, valued at $255.4K), N/A (+1.0K shares, valued at $217.1K), IONQ (+7.5K shares, valued at $216.5K).

1M P&L

+2.7M+4.08%

3M P&L

+3.9M+6.03%

HY P&L

+967.0K+1.43%

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/A9.7M

15.5%

2Drug Manufacturers - General8.5M

13.5%

3Software - Infrastructure7.5M

11.9%

Top Industries by Stock Count

1N/A19 stocks

32.2%

2Drug Manufacturers - General5 stocks

8.5%

3Banks - Regional4 stocks

6.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BROADCOM INCORPORATED BROADCOM INCORPORATED21.0K shares0.64%2026-03-312026-04-24

ABBV ABBVIE INCORPORATED20.9K shares0.58%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHINES17.9K shares1.32%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A27.4K shares0.35%2026-03-312026-04-24

NVDA NVIDIA CORPORATION21.1K shares11.79%2026-03-312026-04-24

MSFT MICROSOFT CORPORATION9.4K shares4.18%2026-03-312026-04-24

CAT CATERPILLAR INCORPORATED4.6K shares-2.13%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION3.1K shares0.10%2026-03-312026-04-24

Sponsored

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW3.9K shares11.14%2026-03-312026-04-24

V VISA INCORPORATED COM CLASS A6.4K shares0.17%2026-03-312026-04-24

CFR CULLEN FROST BANKERS INCORPORATED13.1K shares-1.19%2026-03-312026-04-24

GILD GILEAD SCIENCES INCORPORATED12.8K shares0.45%2026-03-312026-04-24

SHOP SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA)15.0K shares-0.66%2026-03-312026-04-24

EMR EMERSON ELEC COMPANY13.2K shares0.31%2026-03-312026-04-24

JPM JPMORGAN CHASE & COMPANY5.7K shares109.27%2026-03-312026-04-24

EATON CORPORATION PLC SHS (IRELAND) EATON CORPORATION PLC SHS (IRELAND)4.4K shares0.25%2026-03-312026-04-24

Sponsored

ALPHABET INCORPORATED CAP STK CLASS C ALPHABET INCORPORATED CAP STK CLASS C5.5K shares0.04%2026-03-312026-04-24

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF26.9K shares0.77%2026-03-312026-04-24

VRT VERTIV HOLDINGS COMPANY COM CLASS A5.4K shares-0.44%2026-03-312026-04-24

CVX CHEVRON CORPORATION6.5K shares0.68%2026-03-312026-04-24

PG PROCTER & GAMBLE COMPANY7.8K shares0.44%2026-03-312026-04-24

UPS UNITED PARCEL SVCS INCORPORATED CLASS B10.9K shares1.30%2026-03-312026-04-24

AAPL APPLE INCORPORATED4.2K shares-0.67%2026-03-312026-04-24

DUKE ENERGY CORPORATION NEW COM NEW DUKE ENERGY CORPORATION NEW COM NEW7.9K shares0.42%2026-03-312026-04-24

Sponsored

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF18.0K shares8.52%2026-03-312026-04-24

KO COCA COLA COMPANY12.6K shares0.00%2026-03-312026-04-24

FTCS FIRST TRUST CAPITAL STRENGTH ETF9.6K shares-7.74%2026-03-312026-04-24

PFE PFIZER INCORPORATED31.1K shares-16.41%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON3.4K shares0.45%2026-03-312026-04-24

AMZN AMAZON COM INCORPORATED3.8K shares33.18%2026-03-312026-04-24

GPC GENUINE PARTS COMPANY6.9K shares0.23%2026-03-312026-04-24

RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS10.5K shares8.90%2026-03-312026-04-24

Sponsored

VIG VANGUARD DIVIDEND APPRECIATION ETF3.2K shares-1.67%2026-03-312026-04-24

VTV VANGUARD VALUE ETF3.6K shares0.25%2026-03-312026-04-24

SO SOUTHERN COMPANY7.0K shares0.32%2026-03-312026-04-24

META META PLATFORMS INCORPORATED CLASS A1.1K shares0.00%2026-03-312026-04-24

IJH ISHARES TR CORE S&P MCP ETF8.6K shares-4.15%2026-03-312026-04-24

VTI VANGUARD TOTAL STOCK MARKET ETF1.6K shares-0.25%2026-03-312026-04-24

XOM EXXON MOBIL CORPORATION2.9K shares-1.39%2026-03-312026-04-24

IEFA ISHARES TR CORE MSCI EAFE5.4K shares-5.56%2026-03-312026-04-24

Sponsored

AMGN AMGEN INCORPORATED1.4K shares-0.57%2026-03-312026-04-24

FITB FIFTH THIRD BANCORP10.5K shares0.20%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INCORPORATED8.1K shares0.64%2026-03-312026-04-24

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND8.2K shares-4.49%2026-03-312026-04-24

HBAN HUNTINGTON BANCSHARES INCORPORATED24.5K shares0.00%2026-03-312026-04-24

MERCK & COMPANY INCORPORATED MERCK & COMPANY INCORPORATED3.1K shares0.72%2026-03-312026-04-24

GIS GENERAL MILLS INCORPORATED9.1K shares-21.31%2026-03-312026-04-24

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF3.0K shares-8.94%2026-03-312026-04-24

Sponsored

BLACKROCK INCORPORATED BLACKROCK INCORPORATED326 shares0.31%2026-03-312026-04-24

CSCO CISCO SYSTEMS INCORPORATED4.0K shares0.43%2026-03-312026-04-24

T AT&T INCORPORATED10.4K shares-0.37%2026-03-312026-04-24

WFC WELLS FARGO & COMPANY3.4K shares0.38%2026-03-312026-04-24

IWM ISHARES TR RUSSELL 2000 ETF1.1K shares11.29%2026-03-312026-04-24

SYK STRYKER CORPORATION820 shares10.66%2026-03-312026-04-24

AGG ISHARES TR CORE US AGGBD ET2.7K shares-1.53%2026-03-312026-04-24

WTFC WINTRUST FINL CORPORATION1.9K shares0.37%2026-03-312026-04-24

Sponsored

SCHD SCHWAB US DIVIDEND EQUITY ETF8.3K sharesnew addition2026-03-312026-04-24

FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND4.7K shares0.77%2026-03-312026-04-24

IEMG ISHARES INCORPORATED CORE MSCI EMKT3.4K shares-1.51%2026-03-312026-04-24

VO VANGUARD MID-CAP ETF817 shares-5.00%2026-03-312026-04-24

GNTX GENTEX CORPORATION10.1K shares0.46%2026-03-312026-04-24

LAM RESEARCH CORPORATION COM NEW LAM RESEARCH CORPORATION COM NEW1.0K sharesnew addition2026-03-312026-04-24

IONQ IONQ INCORPORATED7.5K sharesnew addition2026-03-312026-04-24

TRV TRAVELERS COMPANIES INCORPORATED740 shares0.00%2026-03-312026-04-24

Sponsored

KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF4.4K shares-8.48%2026-03-312026-04-24

IUSG ISHARES TR CORE S&P US GWT1.3K shares0.15%2026-03-312026-04-24

F FORD MTR COMPANY11.8K shares0.21%2026-03-312026-04-24

BROADCOM INCORPORATED

0.64%

Shares21.0K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INCORPORATED

0.58%

Shares20.9K

Event2026-03-31

Filed2026-04-24

IBM

INTERNATIONAL BUSINESS MACHINES

1.32%

Shares17.9K

Event2026-03-31

Filed2026-04-24

PLTR

PALANTIR TECHNOLOGIES INCORPORATED CLASS A

0.35%

Shares27.4K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

11.79%

Shares21.1K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORPORATION

4.18%

Shares9.4K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INCORPORATED

-2.13%

Shares4.6K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

0.10%

Shares3.1K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW

11.14%

Shares3.9K

Event2026-03-31

Filed2026-04-24

VISA INCORPORATED COM CLASS A

0.17%

Shares6.4K

Event2026-03-31

Filed2026-04-24

CFR

CULLEN FROST BANKERS INCORPORATED

-1.19%

Shares13.1K

Event2026-03-31

Filed2026-04-24

GILD

GILEAD SCIENCES INCORPORATED

0.45%

Shares12.8K

Event2026-03-31

Filed2026-04-24

SHOP

SHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA)

-0.66%

Shares15.0K

Event2026-03-31

Filed2026-04-24

EMR

EMERSON ELEC COMPANY

0.31%

Shares13.2K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & COMPANY

109.27%

Shares5.7K

Event2026-03-31

Filed2026-04-24

EATON CORPORATION PLC SHS (IRELAND)

0.25%

Shares4.4K

Event2026-03-31

Filed2026-04-24

ALPHABET INCORPORATED CAP STK CLASS C

0.04%

Shares5.5K

Event2026-03-31

Filed2026-04-24

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

0.77%

Shares26.9K

Event2026-03-31

Filed2026-04-24

VRT

VERTIV HOLDINGS COMPANY COM CLASS A

-0.44%

Shares5.4K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

0.68%

Shares6.5K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE COMPANY

0.44%

Shares7.8K

Event2026-03-31

Filed2026-04-24

UPS

UNITED PARCEL SVCS INCORPORATED CLASS B

1.30%

Shares10.9K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INCORPORATED

-0.67%

Shares4.2K

Event2026-03-31

Filed2026-04-24

DUKE ENERGY CORPORATION NEW COM NEW

0.42%

Shares7.9K

Event2026-03-31

Filed2026-04-24

JEPQ

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

8.52%

Shares18.0K

Event2026-03-31

Filed2026-04-24

COCA COLA COMPANY

0.00%

Shares12.6K

Event2026-03-31

Filed2026-04-24

FTCS

FIRST TRUST CAPITAL STRENGTH ETF

-7.74%

Shares9.6K

Event2026-03-31

Filed2026-04-24

PFE

PFIZER INCORPORATED

-16.41%

Shares31.1K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

0.45%

Shares3.4K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INCORPORATED

33.18%

Shares3.8K

Event2026-03-31

Filed2026-04-24

GPC

GENUINE PARTS COMPANY

0.23%

Shares6.9K

Event2026-03-31

Filed2026-04-24

RDVY

FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS

8.90%

Shares10.5K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD DIVIDEND APPRECIATION ETF

-1.67%

Shares3.2K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD VALUE ETF

0.25%

Shares3.6K

Event2026-03-31

Filed2026-04-24

SOUTHERN COMPANY

0.32%

Shares7.0K

Event2026-03-31

Filed2026-04-24