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The Analysis of Destination Wealth Management's Holdings & P&L

Currently, Destination Wealth Management holds 303 types of securities in its portfolio with a total value $3.9B. In the most recent quarter, they have increased their positions in VEU (+391.6K shares, valued at $29.4M), EFA (+239.8K shares, valued at $23.3M), AGG (+92.0K shares, valued at $9.1M); decreased their positions in SCHX (-372.7K shares, valued at $9.6M), SCHZ (-390.3K shares, valued at $9.1M), IVV (-6.8K shares, valued at $4.4M); initiated new positions in VEU (+391.6K shares, valued at $29.4M), CPRT (+22.7K shares, valued at $752.8K), ITW (+2.7K shares, valued at $714.2K).

1M P&L

+106.1M+2.89%

3M P&L

-218.0M-5.46%

HY P&L

-101.6M-2.62%

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/A2.0B

55.1%

2Consumer Electronics234.6M

6.6%

3Credit Services189.5M

5.3%

Top Industries by Stock Count

1N/A126 stocks

47.4%

2Software - Application8 stocks

3.0%

3Drug Manufacturers - General7 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC857.5K shares-0.62%2026-03-312026-05-15

AGG ISHARES TR1.7M shares5.78%2026-03-312026-05-15

IJR ISHARES TR838.0K shares-0.28%2026-03-312026-05-15

IEMG ISHARES INC1.4M shares9.58%2026-03-312026-05-15

SDY SPDR SERIES TRUST629.4K shares-3.72%2026-03-312026-05-15

ALPHABET INC ALPHABET INC302.4K shares-2.76%2026-03-312026-05-15

TLH ISHARES TR862.8K shares8.71%2026-03-312026-05-15

LQDH ISHARES U S ETF TR929.6K shares4.17%2026-03-312026-05-15

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STIP ISHARES TR825.7K shares3.46%2026-03-312026-05-15

PYLD PIMCO ETF TR3.2M shares5.41%2026-03-312026-05-15

IGSB ISHARES TR1.5M shares3.19%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION74.8K shares1.13%2026-03-312026-05-15

IGM ISHARES TR620.7K shares-0.73%2026-03-312026-05-15

MSFT MICROSOFT CORP197.8K shares5.41%2026-03-312026-05-15

IJH ISHARES TR1.1M shares1.42%2026-03-312026-05-15

IDU ISHARES TR606.3K shares-0.38%2026-03-312026-05-15

Sponsored

IVV ISHARES TR106.5K shares-5.99%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON282.6K shares-2.23%2026-03-312026-05-15

AMZN AMAZON COM INC327.4K shares1.25%2026-03-312026-05-15

EFA ISHARES TR657.6K shares57.41%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO215.8K shares1.60%2026-03-312026-05-15

VUG VANGUARD INDEX FDS136.9K shares-2.97%2026-03-312026-05-15

SPTL SPDR SERIES TRUST2.2M shares3.84%2026-03-312026-05-15

V VISA INC184.7K shares3.58%2026-03-312026-05-15

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL112.1K shares2.67%2026-03-312026-05-15

MA MASTERCARD INCORPORATED105.9K shares2.43%2026-03-312026-05-15

LLY ELI LILLY & CO56.7K shares0.18%2026-03-312026-05-15

BAI BLACKROCK ETF TRUST1.5M shares5.53%2026-03-312026-05-15

IUSB ISHARES TR1.0M shares4.03%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO553.4K shares3.39%2026-03-312026-05-15

TJX TJX COS INC NEW249.8K shares-1.07%2026-03-312026-05-15

ADI ANALOG DEVICES INC121.2K shares-2.27%2026-03-312026-05-15

Sponsored

ASML ASML HLDG NV28.1K shares-4.75%2026-03-312026-05-15

WMT WALMART INC297.5K shares-1.28%2026-03-312026-05-15

SCHZ SCHWAB STRATEGIC TR1.6M shares-20.06%2026-03-312026-05-15

FLOT ISHARES TR678.0K shares4.98%2026-03-312026-05-15

MINT PIMCO ETF TR332.7K shares4.75%2026-03-312026-05-15

PAVE GLOBAL X FDS630.7K shares-0.95%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO105.3K shares1.02%2026-03-312026-05-15

WM WASTE MGMT INC DEL135.9K shares1.03%2026-03-312026-05-15

Sponsored

ISTB ISHARES TR632.7K shares3.25%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F391.6K sharesnew addition2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC552.4K shares2.63%2026-03-312026-05-15

ECL ECOLAB INC102.0K shares0.63%2026-03-312026-05-15

DIS DISNEY WALT CO279.1K shares-0.99%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR1.0M shares-26.31%2026-03-312026-05-15

MCD MCDONALDS CORP85.8K shares3.38%2026-03-312026-05-15

PFE PFIZER INC943.3K shares15.32%2026-03-312026-05-15

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN167.9K shares1.43%2026-03-312026-05-15

ABT ABBOTT LABORATORIES257.1K shares4.84%2026-03-312026-05-15

AFL AFLAC INC236.7K shares0.84%2026-03-312026-05-15

ROST ROSS STORES INC115.9K shares-1.40%2026-03-312026-05-15

QCOM QUALCOMM INC190.4K shares3.92%2026-03-312026-05-15

SYK STRYKER CORPORATION71.0K shares1.99%2026-03-312026-05-15

HACK AMPLIFY ETF TR309.7K shares1.48%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC199.7K shares6.63%2026-03-312026-05-15

Sponsored

IMTB ISHARES TR516.3K shares3.26%2026-03-312026-05-15

NVDA NVIDIA CORPORATION127.2K shares16.10%2026-03-312026-05-15

GBF ISHARES TR209.6K shares4.09%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP118.7K shares-2.19%2026-03-312026-05-15

EAGG ISHARES TR455.0K shares4.68%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC230.2K shares1.28%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC42.4K shares5.13%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC44.7K shares6.91%2026-03-312026-05-15

Sponsored

ALPHABET INC ALPHABET INC70.0K shares24.71%2026-03-312026-05-15

AMT AMERICAN TOWER CORP113.3K shares15.50%2026-03-312026-05-15

IDV ISHARES TR374.0K shares-3.29%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T23.8K shares0.17%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR26.6K shares26.35%2026-03-312026-05-15

USIG ISHARES TR276.6K shares4.14%2026-03-312026-05-15

VV VANGUARD INDEX FDS44.2K shares-0.83%2026-03-312026-05-15

DON WISDOMTREE TR236.4K shares-0.28%2026-03-312026-05-15

Sponsored

ZTS ZOETIS INC100.3K shares-3.45%2026-03-312026-05-15

DES WISDOMTREE TR329.2K shares-0.77%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP17.2K shares0.13%2026-03-312026-05-15

BROADCOM INC BROADCOM INC33.6K shares-3.99%2026-03-312026-05-15

TSLA TESLA INC24.6K shares6.08%2026-03-312026-05-15

MGC VANGUARD WORLD FD38.6K shares-0.37%2026-03-312026-05-15

BOND PIMCO ETF TR98.5K shares-5.34%2026-03-312026-05-15

SUSB ISHARES TR361.0K shares1.60%2026-03-312026-05-15

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS14.8K shares21.05%2026-03-312026-05-15

PG PROCTER & GAMBLE CO58.1K shares3.85%2026-03-312026-05-15

IXP ISHARES TR72.8K shares-0.15%2026-03-312026-05-15

META META PLATFORMS INC14.6K shares12.63%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR327.0K shares-18.72%2026-03-312026-05-15

KO COCA COLA CO102.3K shares1.65%2026-03-312026-05-15

IGIB ISHARES TR143.4K shares5.56%2026-03-312026-05-15

CVX CHEVRON CORPORATION35.8K shares2.92%2026-03-312026-05-15

Sponsored

SNPS SYNOPSYS INC18.0K shares-2.75%2026-03-312026-05-15

UNILEVER PLC UNILEVER PLC125.5K shares2.53%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC44.6K shares51.64%2026-03-312026-05-15

PEP PEPSICO INC40.1K shares2.42%2026-03-312026-05-15

XOM EXXON MOBIL CORP35.9K shares6.38%2026-03-312026-05-15

SUSA ISHARES TR45.0K shares1.48%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR239.4K shares-3.77%2026-03-312026-05-15

RSPT INVESCO EXCHANGE TRADED FD T130.4K shares-2.60%2026-03-312026-05-15

Sponsored

IWB ISHARES TR16.0K shares-2.51%2026-03-312026-05-15

VTV VANGUARD INDEX FDS28.6K shares3.01%2026-03-312026-05-15

SCHM SCHWAB STRATEGIC TR180.9K shares-11.61%2026-03-312026-05-15

KMB KIMBERLY-CLARK CORP56.6K shares25.06%2026-03-312026-05-15

VHT VANGUARD WORLD FD19.4K shares0.03%2026-03-312026-05-15

SMH VANECK ETF TRUST13.7K shares2.88%2026-03-312026-05-15

XLP SELECT SECTOR SPDR TR64.0K shares-0.68%2026-03-312026-05-15

EMNT PIMCO ETF TR48.1K shares1.36%2026-03-312026-05-15

Sponsored

SOXX ISHARES TR13.9K shares0.00%2026-03-312026-05-15

SPSB SPDR SERIES TRUST147.3K shares-4.36%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP44.8K shares230.69%2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR144.0K shares16.51%2026-03-312026-05-15

SCHE SCHWAB STRATEGIC TR103.6K shares-2.81%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS33.9K shares11.57%2026-03-312026-05-15

NFLX NETFLIX INC.30.4K shares0.09%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP13.5K shares277.93%2026-03-312026-05-15

Sponsored

AMD ADVANCED MICRO DEVICES INC14.1K shares4.72%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC28.3K shares2.86%2026-03-312026-05-15

DHR DANAHER CORP DEL14.7K shares-30.99%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T14.3K shares309.18%2026-03-312026-05-15

IYZ ISHARES TR69.1K shares-3.10%2026-03-312026-05-15

SPAB SPDR SERIES TRUST105.5K shares-13.10%2026-03-312026-05-15

CMF ISHARES TR45.5K shares4.40%2026-03-312026-05-15

SUB ISHARES TR23.4K shares2.23%2026-03-312026-05-15

Sponsored

AMAT APPLIED MATLS INC7.1K shares-1.21%2026-03-312026-05-15

PFF ISHARES TR79.4K shares7.25%2026-03-312026-05-15

BKLN INVESCO EXCH TRADED FD TR II117.5K shares-3.28%2026-03-312026-05-15

CTAS CINTAS CORP14.0K shares0.50%2026-03-312026-05-15

VCR VANGUARD WORLD FD6.5K shares3.00%2026-03-312026-05-15

VTI VANGUARD INDEX FDS7.2K shares-0.01%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC18.6K shares-0.37%2026-03-312026-05-15

SHV ISHARES TR19.9K shares20.04%2026-03-312026-05-15

Sponsored

ORCL ORACLE CORP14.5K shares6.08%2026-03-312026-05-15

SPTM SPDR SERIES TRUST26.5K shares-1.38%2026-03-312026-05-15

AX AXOS FINANCIAL INC24.4K shares0.00%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS9.6K shares44.11%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR68.6K shares11.53%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS8.0K shares19.09%2026-03-312026-05-15

IHI ISHARES TR35.2K shares4.28%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS29.1K shares2.09%2026-03-312026-05-15

Sponsored

USSG DBX ETF TR30.7K shares-2.41%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC2.0K shares16.16%2026-03-312026-05-15

CSCO CISCO SYS INC21.8K shares-20.20%2026-03-312026-05-15

TFLO ISHARES TR32.7K shares5.61%2026-03-312026-05-15

MELI MERCADOLIBRE INC896 shares0.00%2026-03-312026-05-15

NVO NOVO-NORDISK A S41.1K shares2.20%2026-03-312026-05-15

HD HOME DEPOT INC4.4K shares2.57%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares-33.33%2026-03-312026-05-15

Sponsored

INTC INTEL CORP30.0K shares1.92%2026-03-312026-05-15

NEE NEXTERA ENERGY INC13.7K shares1.84%2026-03-312026-05-15

IWF ISHARES TR2.9K shares0.21%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC1.2K shares-0.56%2026-03-312026-05-15

ABBV ABBVIE INC5.5K shares134.91%2026-03-312026-05-15

STPZ PIMCO ETF TR21.5K shares8.69%2026-03-312026-05-15

GLW CORNING INC8.4K shares4.92%2026-03-312026-05-15

RTX RTX CORPORATION5.8K shares4.68%2026-03-312026-05-15

Sponsored

MS MORGAN STANLEY6.6K shares-2.90%2026-03-312026-05-15

BAC BANK AMERICA CORP20.4K shares63.27%2026-03-312026-05-15

UBFO UNITED SEC BANCSHARES CALIF94.5K shares0.00%2026-03-312026-05-15

CAT CATERPILLAR INC1.3K shares12.66%2026-03-312026-05-15

SBUX STARBUCKS CORP10.0K shares7.86%2026-03-312026-05-15

WFC WELLS FARGO & CO10.9K shares131.65%2026-03-312026-05-15

J JACOBS SOLUTIONS INC6.4K shares208.17%2026-03-312026-05-15

PWZ INVESCO EXCH TRADED FD TR II33.8K shares12.29%2026-03-312026-05-15

Sponsored

VYM VANGUARD WHITEHALL FDS5.4K shares5.64%2026-03-312026-05-15

MPC MARATHON PETE CORP3.3K shares0.43%2026-03-312026-05-15

PUTNAM ETF TRUST PUTNAM ETF TRUST108.0K shares0.00%2026-03-312026-05-15

BIL SPDR SERIES TRUST8.4K shares127.33%2026-03-312026-05-15

BA BOEING CO3.8K shares10.63%2026-03-312026-05-15

SHOP SHOPIFY INC6.4K shares19.97%2026-03-312026-05-15

CB CHUBB LTD SWITZ2.3K shares225.39%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC2.6K shares50.15%2026-03-312026-05-15

Sponsored

CPRT COPART INC22.7K sharesnew addition2026-03-312026-05-15

IGBH ISHARES U S ETF TR31.1K shares0.24%2026-03-312026-05-15

INTU INTUIT1.7K shares1.77%2026-03-312026-05-15

VSGX VANGUARD WORLD FD10.4K shares0.30%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC6.2K shares42.75%2026-03-312026-05-15

VXUS VANGUARD STAR FDS9.5K shares-4.29%2026-03-312026-05-15

MANH MANHATTAN ASSOCIATES INC5.4K shares0.00%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC2.7K sharesnew addition2026-03-312026-05-15

Sponsored

DSI ISHARES TR5.8K shares-0.73%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC1.6K shares0.91%2026-03-312026-05-15

DRIV GLOBAL X FDS22.4K shares-3.29%2026-03-312026-05-15

SO SOUTHERN CO7.1K shares-0.34%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR5.1K shares84.80%2026-03-312026-05-15

GILD GILEAD SCIENCES INC4.7K shares51.71%2026-03-312026-05-15

HDV ISHARES TR4.8K shares-1.78%2026-03-312026-05-15

IEFA ISHARES TR7.2K shares-11.87%2026-03-312026-05-15

Sponsored

T AT&T INC22.1K shares27.90%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST16.2K shares0.00%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.8K shares7.74%2026-03-312026-05-15

ESGV VANGUARD WORLD FD5.5K shares-3.08%2026-03-312026-05-15

FNDX SCHWAB STRATEGIC TR21.9K shares12.79%2026-03-312026-05-15

CME CME GROUP INC2.0K shares0.79%2026-03-312026-05-15

NUSC NUSHARES ETF TR13.4K shares0.00%2026-03-312026-05-15

CMI CUMMINS INC1.1K shares49.06%2026-03-312026-05-15

Sponsored

MEDTRONIC PLC MEDTRONIC PLC6.8K shares6.39%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE2.1K shares25.43%2026-03-312026-05-15

IWO ISHARES TR1.9K shares27.57%2026-03-312026-05-15

COP CONOCOPHILLIPS4.4K shares5.47%2026-03-312026-05-15

MUC BLACKROCK MUNIHLDNGS CALI53.5K shares19.17%2026-03-312026-05-15

LIT GLOBAL X FDS7.3K shares-0.98%2026-03-312026-05-15

MO ALTRIA GROUP INC8.1K shares25.82%2026-03-312026-05-15

IRM IRON MTN INC DEL5.2K shares58.01%2026-03-312026-05-15

Sponsored

AMGN AMGEN INC1.5K shares7.18%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND1.1K shares0.00%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR10.3K shares5.15%2026-03-312026-05-15

EW EDWARDS LIFESCIENCES CORP6.3K shares2.06%2026-03-312026-05-15

ESGU ISHARES TR3.5K shares-6.94%2026-03-312026-05-15

DXJ WISDOMTREE TR3.1K sharesnew addition2026-03-312026-05-15

GEV GE VERNOVA INC563 sharesnew addition2026-03-312026-05-15

PLD PROLOGIS INC.3.7K shares2.58%2026-03-312026-05-15

Sponsored

IJK ISHARES TR4.8K sharesnew addition2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS10.3K shares-2.76%2026-03-312026-05-15

MKL MARKEL GROUP INC250 shares0.00%2026-03-312026-05-15

HON HONEYWELL INTL INC2.1K shares8.97%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC1.4K shares87.40%2026-03-312026-05-15

KLAC KLA CORP317 shares45.41%2026-03-312026-05-15

VGT VANGUARD WORLD FD658 shares-30.81%2026-03-312026-05-15

DGRO ISHARES TR6.5K shares8.80%2026-03-312026-05-15

Sponsored

PIPER SANDLER COMPANIES PIPER SANDLER COMPANIES6.0K sharesnew addition2026-03-312026-05-15

IDXX IDEXX LABS INC797 shares2.97%2026-03-312026-05-15

HPE HEWLETT PACKARD ENTERPRISE C18.7K shares-0.84%2026-03-312026-05-15

SPMD SPDR SERIES TRUST7.3K shares-2.12%2026-03-312026-05-15

USMV ISHARES TR4.6K shares21.91%2026-03-312026-05-15

MTUM ISHARES TR1.8K sharesnew addition2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F7.6K sharesnew addition2026-03-312026-05-15

XT ISHARES TR6.0K shares-22.76%2026-03-312026-05-15

Sponsored

AVDV AMERICAN CENTY ETF TR4.1K shares19.91%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP1.5K shares21.33%2026-03-312026-05-15

GLD SPDR GOLD TR933 shares-0.96%2026-03-312026-05-15

MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV26.8K shares-1.16%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN1.9K shares2.32%2026-03-312026-05-15

ULST SSGA ACTIVE ETF TR9.7K shares-0.81%2026-03-312026-05-15

ES EVERSOURCE ENERGY5.6K shares1.86%2026-03-312026-05-15

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO7.4K shares2.08%2026-03-312026-05-15

Sponsored

MMC MARSH & MCLENNAN COS INC2.2K shares-9.41%2026-03-312026-05-15

KEYS KEYSIGHT TECHNOLOGIES INC1.4K shares6.53%2026-03-312026-05-15

INFL LISTED FDS TR7.2K sharesnew addition2026-03-312026-05-15

BND VANGUARD BD INDEX FDS5.1K shares-46.30%2026-03-312026-05-15

SGOV ISHARES TR3.7K shares-10.65%2026-03-312026-05-15

RBLX ROBLOX CORP6.5K shares-2.75%2026-03-312026-05-15

OLED UNIVERSAL DISPLAY CORP4.0K shares3.59%2026-03-312026-05-15

LH LABCORP HOLDINGS INC1.3K shares-2.27%2026-03-312026-05-15

Sponsored

ADBE ADOBE INC1.4K shares-19.38%2026-03-312026-05-15

DGX QUEST DIAGNOSTICS INC1.8K shares-1.95%2026-03-312026-05-15

RPM RPM INTL INC3.4K shares-1.42%2026-03-312026-05-15

TXN TEXAS INSTRS INC1.7K shares7.50%2026-03-312026-05-15

VB VANGUARD INDEX FDS1.3K shares7.29%2026-03-312026-05-15

HP INC HP INC17.4K shares0.51%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR10.8K shares-38.61%2026-03-312026-05-15

SPGI S&P GLOBAL INC776 shares-2.63%2026-03-312026-05-15

Sponsored

TT TRANE TECHNOLOGIES PLC774 shares-39.01%2026-03-312026-05-15

IPGP IPG PHOTONICS CORP2.8K shares0.29%2026-03-312026-05-15

CSW CSW INDUSTRIALS INC1.2K shares0.00%2026-03-312026-05-15

FTV FORTIVE CORP5.7K shares-43.35%2026-03-312026-05-15

A AGILENT TECHNOLOGIES INC2.8K shares7.64%2026-03-312026-05-15

IWN ISHARES TR1.6K shares0.18%2026-03-312026-05-15

IBND SPDR SERIES TRUST9.9K shares16.27%2026-03-312026-05-15

HTBK HERITAGE COMM CORP24.7K shares0.00%2026-03-312026-05-15

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP890 sharesnew addition2026-03-312026-05-15

PLUS EPLUS INC4.0K shares-0.72%2026-03-312026-05-15

QUAL ISHARES TR1.6K sharesnew addition2026-03-312026-05-15

AVSC AMERICAN CENTY ETF TR4.8K shares-15.16%2026-03-312026-05-15

VYMI VANGUARD WHITEHALL FDS3.1K sharesnew addition2026-03-312026-05-15

VBIL VANGUARD INSTL INDEX FD3.8K sharesnew addition2026-03-312026-05-15

CRM SALESFORCE INC1.5K shares-37.16%2026-03-312026-05-15

DFAT DIMENSIONAL ETF TRUST4.4K shares0.00%2026-03-312026-05-15

Sponsored

TMUS T-MOBILE US INC1.3K shares31.78%2026-03-312026-05-15

PZZA PAPA JOHNS INTL INC8.4K shares-4.97%2026-03-312026-05-15

IWR ISHARES TR2.8K sharesnew addition2026-03-312026-05-15

ORI OLD REP INTL CORP6.7K shares5.83%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR3.0K shares20.62%2026-03-312026-05-15

VBK VANGUARD INDEX FDS884 shares-34.76%2026-03-312026-05-15

FNDF SCHWAB STRATEGIC TR5.5K shares14.50%2026-03-312026-05-15

BK BANK NEW YORK MELLON CORP2.2K shares5.50%2026-03-312026-05-15

Sponsored

ALL ALLSTATE CORP1.3K shares4.53%2026-03-312026-05-15

TIP ISHARES TR2.4K shares-17.76%2026-03-312026-05-15

CAH CARDINAL HEALTH INC1.2K shares0.92%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC3.5K sharesnew addition2026-03-312026-05-15

BWX SPDR SERIES TRUST11.5K shares8.52%2026-03-312026-05-15

IGE ISHARES TR4.0K sharesnew addition2026-03-312026-05-15

ELS EQUITY LIFESTYLE PROPERTIES4.0K shares4.05%2026-03-312026-05-15

IWM ISHARES TR993 shares2.06%2026-03-312026-05-15

Sponsored

EEMV ISHARES INC3.8K sharesnew addition2026-03-312026-05-15

EBAY EBAY INC.2.7K shares8.72%2026-03-312026-05-15

ILCV ISHARES TR2.6K shares0.00%2026-03-312026-05-15

ITT INC ITT INC1.3K sharesnew addition2026-03-312026-05-15

MAIN MAIN STR CAP CORP4.5K sharesnew addition2026-03-312026-05-15

MCK MCKESSON CORP272 shares-69.61%2026-03-312026-05-15

BILS SPDR SERIES TRUST2.4K shares-6.99%2026-03-312026-05-15

ITOT ISHARES TR1.6K shares4.96%2026-03-312026-05-15

Sponsored

ILCG ISHARES TR2.4K shares0.00%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC835 shares-10.60%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.1K shares12.09%2026-03-312026-05-15

IXJ ISHARES TR2.4K sharesnew addition2026-03-312026-05-15

SCHO SCHWAB STRATEGIC TR9.0K sharesnew addition2026-03-312026-05-15

IYY ISHARES TR1.4K shares0.00%2026-03-312026-05-15

IGF ISHARES TR3.2K sharesnew addition2026-03-312026-05-15

COHERENT CORP COHERENT CORP900 sharesnew addition2026-03-312026-05-15

Sponsored

SRE SEMPRA2.1K sharesnew addition2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS2.5K sharesnew addition2026-03-312026-05-15

EVR EVERCORE INC681 shares8.61%2026-03-312026-05-15

F FORD MTR CO14.5K shares-1.96%2026-03-312026-05-15

SNAP SNAP INC25.3K sharesnew addition2026-03-312026-05-15

WEAV WEAVE COMMUNICATIONS INC21.2K shares0.00%2026-03-312026-05-15

IOVA IOVANCE BIOTHERAPEUTICS INC20.0K shares0.13%2026-03-312026-05-15

AAPL

APPLE INC

-0.62%

Shares857.5K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

5.78%

Shares1.7M

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

-0.28%

Shares838.0K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

9.58%

Shares1.4M

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

-3.72%

Shares629.4K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-2.76%

Shares302.4K

Event2026-03-31

Filed2026-05-15

TLH

ISHARES TR

8.71%

Shares862.8K

Event2026-03-31

Filed2026-05-15

LQDH

ISHARES U S ETF TR

4.17%

Shares929.6K

Event2026-03-31

Filed2026-05-15

STIP

ISHARES TR

3.46%

Shares825.7K

Event2026-03-31

Filed2026-05-15

PYLD

PIMCO ETF TR

5.41%

Shares3.2M

Event2026-03-31

Filed2026-05-15

IGSB

ISHARES TR

3.19%

Shares1.5M

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

1.13%

Shares74.8K

Event2026-03-31

Filed2026-05-15

IGM

ISHARES TR

-0.73%

Shares620.7K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

5.41%

Shares197.8K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

1.42%

Shares1.1M

Event2026-03-31

Filed2026-05-15

IDU

ISHARES TR

-0.38%

Shares606.3K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

-5.99%

Shares106.5K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-2.23%

Shares282.6K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

1.25%

Shares327.4K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

57.41%

Shares657.6K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

1.60%

Shares215.8K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

-2.97%

Shares136.9K

Event2026-03-31

Filed2026-05-15

SPTL

SPDR SERIES TRUST

3.84%

Shares2.2M

Event2026-03-31

Filed2026-05-15

VISA INC

3.58%

Shares184.7K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

2.67%

Shares112.1K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

2.43%

Shares105.9K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

0.18%

Shares56.7K

Event2026-03-31

Filed2026-05-15

BAI

BLACKROCK ETF TRUST

5.53%

Shares1.5M

Event2026-03-31

Filed2026-05-15

IUSB

ISHARES TR

4.03%

Shares1.0M

Event2026-03-31

Filed2026-05-15

COLGATE PALMOLIVE CO

3.39%

Shares553.4K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

-1.07%

Shares249.8K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES INC

-2.27%

Shares121.2K

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

-4.75%

Shares28.1K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-1.28%

Shares297.5K

Event2026-03-31

Filed2026-05-15

SCHZ

SCHWAB STRATEGIC TR

-20.06%

Shares1.6M

Event2026-03-31

Filed2026-05-15

FLOT

ISHARES TR

4.98%

Shares678.0K

Event2026-03-31

Filed2026-05-15

MINT

PIMCO ETF TR

4.75%

Shares332.7K

Event2026-03-31

Filed2026-05-15

PAVE

GLOBAL X FDS

-0.95%

Shares630.7K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

1.02%

Shares105.3K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

1.03%

Shares135.9K

Event2026-03-31

Filed2026-05-15

ISTB

ISHARES TR

3.25%

Shares632.7K

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares391.6K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

2.63%

Shares552.4K

Event2026-03-31

Filed2026-05-15

ECL

ECOLAB INC

0.63%

Shares102.0K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

-0.99%

Shares279.1K

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB STRATEGIC TR

-26.31%

Shares1.0M

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

3.38%

Shares85.8K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

15.32%

Shares943.3K

Event2026-03-31

Filed2026-05-15

ICE

INTERCONTINENTAL EXCHANGE IN

1.43%

Shares167.9K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

4.84%

Shares257.1K

Event2026-03-31

Filed2026-05-15

AFL

AFLAC INC

0.84%

Shares236.7K

Event2026-03-31

Filed2026-05-15

ROST

ROSS STORES INC

-1.40%

Shares115.9K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

3.92%

Shares190.4K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

1.99%

Shares71.0K

Event2026-03-31

Filed2026-05-15

HACK

AMPLIFY ETF TR

1.48%

Shares309.7K

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

6.63%

Shares199.7K

Event2026-03-31

Filed2026-05-15

IMTB

ISHARES TR

3.26%

Shares516.3K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

16.10%

Shares127.2K

Event2026-03-31

Filed2026-05-15

GBF

ISHARES TR

4.09%

Shares209.6K

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

-2.19%

Shares118.7K

Event2026-03-31

Filed2026-05-15

EAGG

ISHARES TR

4.68%

Shares455.0K

Event2026-03-31

Filed2026-05-15

ORLY

OREILLY AUTOMOTIVE INC

1.28%

Shares230.2K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

5.13%

Shares42.4K

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

6.91%

Shares44.7K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

24.71%

Shares70.0K

Event2026-03-31

Filed2026-05-15

AMT

AMERICAN TOWER CORP

15.50%

Shares113.3K

Event2026-03-31

Filed2026-05-15

IDV

ISHARES TR

-3.29%

Shares374.0K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

0.17%

Shares23.8K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

26.35%

Shares26.6K

Event2026-03-31

Filed2026-05-15

USIG

ISHARES TR

4.14%

Shares276.6K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-0.83%

Shares44.2K

Event2026-03-31

Filed2026-05-15

DON

WISDOMTREE TR

-0.28%

Shares236.4K

Event2026-03-31

Filed2026-05-15

ZTS

ZOETIS INC

-3.45%

Shares100.3K

Event2026-03-31

Filed2026-05-15

DES

WISDOMTREE TR

-0.77%

Shares329.2K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

0.13%

Shares17.2K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

-3.99%

Shares33.6K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

6.08%

Shares24.6K

Event2026-03-31

Filed2026-05-15

MGC

VANGUARD WORLD FD

-0.37%

Shares38.6K

Event2026-03-31

Filed2026-05-15

BOND

PIMCO ETF TR

-5.34%

Shares98.5K

Event2026-03-31

Filed2026-05-15

SUSB

ISHARES TR

1.60%

Shares361.0K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

21.05%

Shares14.8K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

3.85%

Shares58.1K

Event2026-03-31

Filed2026-05-15

IXP

ISHARES TR

-0.15%

Shares72.8K

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC

12.63%

Shares14.6K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

-18.72%

Shares327.0K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

1.65%

Shares102.3K

Event2026-03-31

Filed2026-05-15

IGIB

ISHARES TR

5.56%

Shares143.4K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

2.92%

Shares35.8K

Event2026-03-31

Filed2026-05-15

SNPS

SYNOPSYS INC

-2.75%

Shares18.0K

Event2026-03-31

Filed2026-05-15

UNILEVER PLC

2.53%

Shares125.5K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

51.64%

Shares44.6K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

2.42%

Shares40.1K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

6.38%

Shares35.9K

Event2026-03-31

Filed2026-05-15

SUSA

ISHARES TR

1.48%

Shares45.0K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

-3.77%

Shares239.4K

Event2026-03-31

Filed2026-05-15

RSPT

INVESCO EXCHANGE TRADED FD T

-2.60%

Shares130.4K

Event2026-03-31

Filed2026-05-15

IWB

ISHARES TR

-2.51%

Shares16.0K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

3.01%

Shares28.6K

Event2026-03-31

Filed2026-05-15

SCHM

SCHWAB STRATEGIC TR

-11.61%

Shares180.9K

Event2026-03-31

Filed2026-05-15

KMB

KIMBERLY-CLARK CORP

25.06%

Shares56.6K

Event2026-03-31

Filed2026-05-15

VHT

VANGUARD WORLD FD

0.03%

Shares19.4K

Event2026-03-31

Filed2026-05-15

SMH

VANECK ETF TRUST

2.88%

Shares13.7K

Event2026-03-31

Filed2026-05-15

XLP

SELECT SECTOR SPDR TR

-0.68%

Shares64.0K

Event2026-03-31

Filed2026-05-15

EMNT

PIMCO ETF TR

1.36%

Shares48.1K

Event2026-03-31

Filed2026-05-15

SOXX

ISHARES TR

0.00%

Shares13.9K

Event2026-03-31

Filed2026-05-15

SPSB

SPDR SERIES TRUST

-4.36%

Shares147.3K

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP

230.69%

Shares44.8K

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB STRATEGIC TR

16.51%

Shares144.0K

Event2026-03-31

Filed2026-05-15

SCHE

SCHWAB STRATEGIC TR

-2.81%

Shares103.6K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

11.57%

Shares33.9K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

0.09%

Shares30.4K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

277.93%

Shares13.5K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

4.72%

Shares14.1K

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL SVCS INC

2.86%

Shares28.3K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

-30.99%

Shares14.7K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

309.18%

Shares14.3K

Event2026-03-31

Filed2026-05-15

IYZ

ISHARES TR

-3.10%

Shares69.1K

Event2026-03-31

Filed2026-05-15

SPAB

SPDR SERIES TRUST

-13.10%

Shares105.5K

Event2026-03-31

Filed2026-05-15

CMF

ISHARES TR

4.40%

Shares45.5K

Event2026-03-31

Filed2026-05-15

SUB

ISHARES TR

2.23%

Shares23.4K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

-1.21%

Shares7.1K

Event2026-03-31

Filed2026-05-15

PFF

ISHARES TR

7.25%

Shares79.4K

Event2026-03-31

Filed2026-05-15

BKLN

INVESCO EXCH TRADED FD TR II

-3.28%

Shares117.5K

Event2026-03-31

Filed2026-05-15

CTAS

CINTAS CORP

0.50%

Shares14.0K

Event2026-03-31

Filed2026-05-15

VCR

VANGUARD WORLD FD

3.00%

Shares6.5K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

-0.01%

Shares7.2K

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC

-0.37%

Shares18.6K

Event2026-03-31

Filed2026-05-15

SHV

ISHARES TR

20.04%

Shares19.9K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

6.08%

Shares14.5K

Event2026-03-31

Filed2026-05-15

SPTM

SPDR SERIES TRUST

-1.38%

Shares26.5K

Event2026-03-31

Filed2026-05-15

AXOS FINANCIAL INC

0.00%

Shares24.4K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

44.11%

Shares9.6K

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB STRATEGIC TR

11.53%

Shares68.6K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

19.09%

Shares8.0K

Event2026-03-31

Filed2026-05-15

IHI

ISHARES TR

4.28%

Shares35.2K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

2.09%

Shares29.1K

Event2026-03-31

Filed2026-05-15

USSG

DBX ETF TR

-2.41%

Shares30.7K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

16.16%

Shares2.0K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

-20.20%

Shares21.8K

Event2026-03-31

Filed2026-05-15

TFLO

ISHARES TR

5.61%

Shares32.7K

Event2026-03-31

Filed2026-05-15

MELI

MERCADOLIBRE INC

0.00%

Shares896

Event2026-03-31

Filed2026-05-15

NVO

NOVO-NORDISK A S

2.20%

Shares41.1K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

2.57%

Shares4.4K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

-33.33%

Shares2

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

1.92%

Shares30.0K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

1.84%

Shares13.7K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

0.21%

Shares2.9K

Event2026-03-31

Filed2026-05-15

BLACKROCK INC

-0.56%

Shares1.2K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

134.91%

Shares5.5K

Event2026-03-31

Filed2026-05-15

STPZ

PIMCO ETF TR

8.69%

Shares21.5K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

4.92%

Shares8.4K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

4.68%

Shares5.8K

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

-2.90%

Shares6.6K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

63.27%

Shares20.4K

Event2026-03-31

Filed2026-05-15

UBFO

UNITED SEC BANCSHARES CALIF

0.00%

Shares94.5K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

12.66%

Shares1.3K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

7.86%

Shares10.0K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

131.65%

Shares10.9K

Event2026-03-31

Filed2026-05-15

JACOBS SOLUTIONS INC

208.17%

Shares6.4K

Event2026-03-31

Filed2026-05-15

PWZ

INVESCO EXCH TRADED FD TR II

12.29%

Shares33.8K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

5.64%

Shares5.4K

Event2026-03-31

Filed2026-05-15

MPC

MARATHON PETE CORP

0.43%

Shares3.3K

Event2026-03-31

Filed2026-05-15

PUTNAM ETF TRUST

0.00%

Shares108.0K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

127.33%

Shares8.4K

Event2026-03-31

Filed2026-05-15

BOEING CO

10.63%

Shares3.8K

Event2026-03-31

Filed2026-05-15

SHOP

SHOPIFY INC

19.97%

Shares6.4K

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ

225.39%

Shares2.3K

Event2026-03-31

Filed2026-05-15

TRV

TRAVELERS COMPANIES INC

50.15%

Shares2.6K

Event2026-03-31

Filed2026-05-15

CPRT

COPART INC

New

Shares22.7K

Event2026-03-31

Filed2026-05-15

IGBH

ISHARES U S ETF TR

0.24%

Shares31.1K

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

1.77%

Shares1.7K

Event2026-03-31

Filed2026-05-15

VSGX

VANGUARD WORLD FD

0.30%

Shares10.4K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

42.75%

Shares6.2K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

-4.29%

Shares9.5K

Event2026-03-31

Filed2026-05-15

MANH

MANHATTAN ASSOCIATES INC

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-15

ITW

ILLINOIS TOOL WKS INC

New

Shares2.7K

Event2026-03-31

Filed2026-05-15

DSI

ISHARES TR

-0.73%

Shares5.8K

Event2026-03-31

Filed2026-05-15

VRTX

VERTEX PHARMACEUTICALS INC

0.91%

Shares1.6K

Event2026-03-31

Filed2026-05-15

DRIV

GLOBAL X FDS

-3.29%

Shares22.4K

Event2026-03-31

Filed2026-05-15

SOUTHERN CO

-0.34%

Shares7.1K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

84.80%

Shares5.1K

Event2026-03-31

Filed2026-05-15

GILD

GILEAD SCIENCES INC

51.71%

Shares4.7K

Event2026-03-31

Filed2026-05-15

HDV

ISHARES TR

-1.78%

Shares4.8K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

-11.87%

Shares7.2K

Event2026-03-31

Filed2026-05-15

AT&T INC

27.90%

Shares22.1K

Event2026-03-31

Filed2026-05-15

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares16.2K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

7.74%

Shares4.8K

Event2026-03-31

Filed2026-05-15

ESGV

VANGUARD WORLD FD

-3.08%

Shares5.5K

Event2026-03-31

Filed2026-05-15

FNDX

SCHWAB STRATEGIC TR

12.79%

Shares21.9K

Event2026-03-31

Filed2026-05-15

CME

CME GROUP INC

0.79%

Shares2.0K

Event2026-03-31

Filed2026-05-15

NUSC

NUSHARES ETF TR

0.00%

Shares13.4K

Event2026-03-31

Filed2026-05-15

CMI

CUMMINS INC

49.06%

Shares1.1K

Event2026-03-31

Filed2026-05-15

MEDTRONIC PLC

6.39%

Shares6.8K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

25.43%

Shares2.1K

Event2026-03-31

Filed2026-05-15

IWO

ISHARES TR

27.57%

Shares1.9K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

5.47%

Shares4.4K

Event2026-03-31

Filed2026-05-15

MUC

BLACKROCK MUNIHLDNGS CALI

19.17%

Shares53.5K

Event2026-03-31

Filed2026-05-15

LIT

GLOBAL X FDS

-0.98%

Shares7.3K

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

25.82%

Shares8.1K

Event2026-03-31

Filed2026-05-15

IRM

IRON MTN INC DEL

58.01%

Shares5.2K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

7.18%

Shares1.5K

Event2026-03-31

Filed2026-05-15

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

5.15%

Shares10.3K

Event2026-03-31

Filed2026-05-15

EDWARDS LIFESCIENCES CORP

2.06%

Shares6.3K

Event2026-03-31

Filed2026-05-15

ESGU

ISHARES TR

-6.94%

Shares3.5K

Event2026-03-31

Filed2026-05-15

DXJ

WISDOMTREE TR

New

Shares3.1K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

New

Shares563

Event2026-03-31

Filed2026-05-15

PLD

PROLOGIS INC.

2.58%

Shares3.7K

Event2026-03-31

Filed2026-05-15

IJK

ISHARES TR

New

Shares4.8K

Event2026-03-31

Filed2026-05-15

SPEM

SPDR INDEX SHS FDS

-2.76%

Shares10.3K

Event2026-03-31

Filed2026-05-15

MKL

MARKEL GROUP INC

0.00%

Shares250

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

8.97%

Shares2.1K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

87.40%

Shares1.4K

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

45.41%

Shares317

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

-30.81%

Shares658

Event2026-03-31

Filed2026-05-15

DGRO

ISHARES TR

8.80%

Shares6.5K

Event2026-03-31

Filed2026-05-15

PIPER SANDLER COMPANIES

New

Shares6.0K

Event2026-03-31

Filed2026-05-15

IDXX

IDEXX LABS INC

2.97%

Shares797

Event2026-03-31

Filed2026-05-15

HPE

HEWLETT PACKARD ENTERPRISE C

-0.84%

Shares18.7K

Event2026-03-31

Filed2026-05-15

SPMD

SPDR SERIES TRUST

-2.12%

Shares7.3K

Event2026-03-31

Filed2026-05-15

USMV

ISHARES TR

21.91%

Shares4.6K

Event2026-03-31

Filed2026-05-15

MTUM

ISHARES TR

New

Shares1.8K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares7.6K

Event2026-03-31

Filed2026-05-15

ISHARES TR

-22.76%

Shares6.0K

Event2026-03-31

Filed2026-05-15

AVDV

AMERICAN CENTY ETF TR

19.91%

Shares4.1K

Event2026-03-31

Filed2026-05-15

CEG

CONSTELLATION ENERGY CORP

21.33%

Shares1.5K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

-0.96%

Shares933

Event2026-03-31

Filed2026-05-15

MAGNUM ICE CREAM CO NV

-1.16%

Shares26.8K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING IN

2.32%

Shares1.9K

Event2026-03-31

Filed2026-05-15

ULST

SSGA ACTIVE ETF TR

-0.81%

Shares9.7K

Event2026-03-31

Filed2026-05-15

EVERSOURCE ENERGY

1.86%

Shares5.6K

Event2026-03-31

Filed2026-05-15

PROFESIONALLY MANAGED PORTFO

2.08%

Shares7.4K

Event2026-03-31

Filed2026-05-15

MMC

MARSH & MCLENNAN COS INC

-9.41%

Shares2.2K

Event2026-03-31

Filed2026-05-15

KEYS

KEYSIGHT TECHNOLOGIES INC

6.53%

Shares1.4K

Event2026-03-31

Filed2026-05-15

INFL

LISTED FDS TR

New

Shares7.2K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

-46.30%

Shares5.1K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

-10.65%

Shares3.7K

Event2026-03-31

Filed2026-05-15

RBLX

ROBLOX CORP

-2.75%

Shares6.5K

Event2026-03-31

Filed2026-05-15

OLED

UNIVERSAL DISPLAY CORP

3.59%

Shares4.0K

Event2026-03-31

Filed2026-05-15

LABCORP HOLDINGS INC

-2.27%

Shares1.3K

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

-19.38%

Shares1.4K

Event2026-03-31

Filed2026-05-15

DGX

QUEST DIAGNOSTICS INC

-1.95%

Shares1.8K

Event2026-03-31

Filed2026-05-15

RPM

RPM INTL INC

-1.42%

Shares3.4K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

7.50%

Shares1.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

7.29%

Shares1.3K

Event2026-03-31

Filed2026-05-15

HP INC

0.51%

Shares17.4K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

-38.61%

Shares10.8K

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

-2.63%

Shares776

Event2026-03-31

Filed2026-05-15

TRANE TECHNOLOGIES PLC

-39.01%

Shares774

Event2026-03-31

Filed2026-05-15

IPGP

IPG PHOTONICS CORP

0.29%

Shares2.8K

Event2026-03-31

Filed2026-05-15

CSW

CSW INDUSTRIALS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

FTV

FORTIVE CORP

-43.35%

Shares5.7K

Event2026-03-31

Filed2026-05-15

AGILENT TECHNOLOGIES INC

7.64%

Shares2.8K

Event2026-03-31

Filed2026-05-15

IWN

ISHARES TR

0.18%

Shares1.6K

Event2026-03-31

Filed2026-05-15

IBND

SPDR SERIES TRUST

16.27%

Shares9.9K

Event2026-03-31

Filed2026-05-15

HTBK

HERITAGE COMM CORP

0.00%

Shares24.7K

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS CORP

New

Shares890

Event2026-03-31

Filed2026-05-15

PLUS

EPLUS INC

-0.72%

Shares4.0K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

New

Shares1.6K

Event2026-03-31

Filed2026-05-15

AVSC

AMERICAN CENTY ETF TR

-15.16%

Shares4.8K

Event2026-03-31

Filed2026-05-15

VYMI

VANGUARD WHITEHALL FDS

New

Shares3.1K

Event2026-03-31

Filed2026-05-15

VBIL

VANGUARD INSTL INDEX FD

New

Shares3.8K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

-37.16%

Shares1.5K

Event2026-03-31

Filed2026-05-15

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-15

TMUS

T-MOBILE US INC

31.78%

Shares1.3K

Event2026-03-31

Filed2026-05-15

PZZA

PAPA JOHNS INTL INC

-4.97%

Shares8.4K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES TR

New

Shares2.8K

Event2026-03-31

Filed2026-05-15

ORI

OLD REP INTL CORP

5.83%

Shares6.7K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR

20.62%

Shares3.0K

Event2026-03-31

Filed2026-05-15

VBK

VANGUARD INDEX FDS

-34.76%

Shares884

Event2026-03-31

Filed2026-05-15

FNDF

SCHWAB STRATEGIC TR

14.50%

Shares5.5K

Event2026-03-31

Filed2026-05-15

BANK NEW YORK MELLON CORP

5.50%

Shares2.2K

Event2026-03-31

Filed2026-05-15

ALL

ALLSTATE CORP

4.53%

Shares1.3K

Event2026-03-31

Filed2026-05-15

TIP

ISHARES TR

-17.76%

Shares2.4K

Event2026-03-31

Filed2026-05-15

CAH

CARDINAL HEALTH INC

0.92%

Shares1.2K

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES INC

New

Shares3.5K

Event2026-03-31

Filed2026-05-15

BWX

SPDR SERIES TRUST

8.52%

Shares11.5K

Event2026-03-31

Filed2026-05-15

IGE

ISHARES TR

New

Shares4.0K

Event2026-03-31

Filed2026-05-15

ELS

EQUITY LIFESTYLE PROPERTIES

4.05%

Shares4.0K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

2.06%

Shares993

Event2026-03-31

Filed2026-05-15

EEMV

ISHARES INC

New

Shares3.8K

Event2026-03-31

Filed2026-05-15

EBAY

EBAY INC.

8.72%

Shares2.7K

Event2026-03-31

Filed2026-05-15

ILCV

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-15

ITT INC

New

Shares1.3K

Event2026-03-31

Filed2026-05-15

MAIN

MAIN STR CAP CORP

New

Shares4.5K

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP

-69.61%

Shares272

Event2026-03-31

Filed2026-05-15

BILS

SPDR SERIES TRUST

-6.99%

Shares2.4K

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR

4.96%

Shares1.6K

Event2026-03-31

Filed2026-05-15

ILCG

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

-10.60%

Shares835

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

12.09%

Shares1.1K

Event2026-03-31

Filed2026-05-15

IXJ

ISHARES TR

New

Shares2.4K

Event2026-03-31

Filed2026-05-15

SCHO

SCHWAB STRATEGIC TR

New

Shares9.0K

Event2026-03-31

Filed2026-05-15

IYY

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-15

IGF

ISHARES TR

New

Shares3.2K

Event2026-03-31

Filed2026-05-15

COHERENT CORP

New

Shares900

Event2026-03-31

Filed2026-05-15

SRE

SEMPRA

New

Shares2.1K

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

EVR

EVERCORE INC

8.61%

Shares681

Event2026-03-31

Filed2026-05-15

FORD MTR CO

-1.96%

Shares14.5K

Event2026-03-31

Filed2026-05-15

SNAP

SNAP INC

New

Shares25.3K

Event2026-03-31

Filed2026-05-15

WEAV

WEAVE COMMUNICATIONS INC

0.00%

Shares21.2K

Event2026-03-31

Filed2026-05-15

IOVA

IOVANCE BIOTHERAPEUTICS INC

0.13%

Shares20.0K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

ADI Call CallANALOG DEVICES INC400 shares-42.86%2026-03-312026-05-15

GS Call CallGOLDMAN SACHS GROUP INC100 shares0.00%2026-03-312026-05-15

SOXX Call CallISHARES TR400 shares0.00%2026-03-312026-05-15

ALPHABET INC Call CallALPHABET INC500 shares0.00%2026-03-312026-05-15

GLD Call CallSPDR GOLD TR300 shares0.00%2026-03-312026-05-15

AAPL Call CallAPPLE INC500 shares0.00%2026-03-312026-05-15

NVDA Call CallNVIDIA CORPORATION600 shares0.00%2026-03-312026-05-15

BROADCOM INC Call CallBROADCOM INC200 shares0.00%2026-03-312026-05-15

TSM Call CallTAIWAN SEMICONDUCTOR MANUFAC200 shares0.00%2026-03-312026-05-15

AMZN Call CallAMAZON COM INC400 shares0.00%2026-03-312026-05-15

MS Call CallMORGAN STANLEY200 sharesnew addition2026-03-312026-05-15

NFLX Call CallNETFLIX INC.1.0K shares0.00%2026-03-312026-05-15

META Call CallMETA PLATFORMS INC100 shares0.00%2026-03-312026-05-15

MSFT Call CallMICROSOFT CORP200 shares0.00%2026-03-312026-05-15

WFC Call CallWELLS FARGO & CO200 sharesnew addition2026-03-312026-05-15

BAC Call CallBANK AMERICA CORP200 sharesnew addition2026-03-312026-05-15

ADI Call

ANALOG DEVICES INC

-42.86%

Shares400

Event2026-03-31

Filed2026-05-15

GS Call

GOLDMAN SACHS GROUP INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-15

SOXX Call

ISHARES TR

0.00%

Shares400

Event2026-03-31

Filed2026-05-15

ALPHABET INC Call

ALPHABET INC

0.00%

Shares500

Event2026-03-31

Filed2026-05-15

GLD Call

SPDR GOLD TR

0.00%

Shares300

Event2026-03-31

Filed2026-05-15

AAPL Call

APPLE INC

0.00%

Shares500

Event2026-03-31

Filed2026-05-15

NVDA Call

NVIDIA CORPORATION

0.00%

Shares600

Event2026-03-31

Filed2026-05-15

BROADCOM INC Call

BROADCOM INC

0.00%

Shares200

Event2026-03-31

Filed2026-05-15

TSM Call

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares200

Event2026-03-31

Filed2026-05-15

AMZN Call

AMAZON COM INC

0.00%

Shares400

Event2026-03-31

Filed2026-05-15

MS Call

MORGAN STANLEY

New

Shares200

Event2026-03-31

Filed2026-05-15

NFLX Call

NETFLIX INC.

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-15

META Call

META PLATFORMS INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-15

MSFT Call

MICROSOFT CORP

0.00%

Shares200

Event2026-03-31

Filed2026-05-15

WFC Call

WELLS FARGO & CO

New

Shares200

Event2026-03-31

Filed2026-05-15

BAC Call

BANK AMERICA CORP

New

Shares200

Event2026-03-31

Filed2026-05-15

Put Option Holdings

TSLA Put PutTESLA INC4.6K shares-24.59%2026-03-312026-05-15

CTAS Put PutCINTAS CORP3.0K shares-45.45%2026-03-312026-05-15

BROADCOM INC Put PutBROADCOM INC3.5K shares-22.22%2026-03-312026-05-15

MSFT Put PutMICROSOFT CORP800 shares-27.27%2026-03-312026-05-15

ALPHABET INC Put PutALPHABET INC1.0K shares0.00%2026-03-312026-05-15

ADI Put PutANALOG DEVICES INC1.0K shares-60.00%2026-03-312026-05-15

ALPHABET INC Put PutALPHABET INC500 shares-28.57%2026-03-312026-05-15

AAPL Put PutAPPLE INC2.5K shares-16.67%2026-03-312026-05-15

TSLA Put

TESLA INC

-24.59%

Shares4.6K

Event2026-03-31

Filed2026-05-15

CTAS Put

CINTAS CORP

-45.45%

Shares3.0K

Event2026-03-31

Filed2026-05-15

BROADCOM INC Put

BROADCOM INC

-22.22%

Shares3.5K

Event2026-03-31

Filed2026-05-15

MSFT Put

MICROSOFT CORP

-27.27%

Shares800

Event2026-03-31

Filed2026-05-15

ALPHABET INC Put

ALPHABET INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-15

ADI Put

ANALOG DEVICES INC

-60.00%

Shares1.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC Put

ALPHABET INC

-28.57%

Shares500

Event2026-03-31

Filed2026-05-15

AAPL Put

APPLE INC

-16.67%

Shares2.5K

Event2026-03-31

Filed2026-05-15