Sponsored

The Analysis of DOVER ADVISORS, LLC's Holdings & P&L

Currently, DOVER ADVISORS, LLC holds 159 types of securities in its portfolio with a total value $241.7M. In the most recent quarter, they have increased their positions in SHV (+55.9K shares, valued at $6.2M), DIS (+5.4K shares, valued at $515.7K), MRAM (+39.6K shares, valued at $348.5K); decreased their positions in AAPL (-8.9K shares, valued at $2.3M), KO (-17.3K shares, valued at $1.3M), MSFT (-2.3K shares, valued at $843.2K); initiated new positions in MRAM (+39.6K shares, valued at $348.5K), INOD (+7.2K shares, valued at $279.6K), N/A (+14.7K shares, valued at $227.5K).

1M P&L

+9.2M+3.42%

3M P&L

+12.8M+4.78%

HY P&L

+30.0M+12.05%

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/A48.8M

23.4%

2Software - Infrastructure17.9M

8.6%

3Consumer Electronics14.5M

7.0%

Top Industries by Stock Count

1N/A44 stocks

31.9%

2Specialty Industrial Machinery4 stocks

2.9%

3Drug Manufacturers - General4 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC57.3K shares-13.45%2026-03-312026-04-08

MSFT MICROSOFT CORP34.8K shares-6.14%2026-03-312026-04-08

SHV ISHARES TR101.4K shares122.92%2026-03-312026-04-08

BRK.A BERKSHIRE HATHAWAY INC DEL15 shares0.00%2026-03-312026-04-08

ALPHABET INC ALPHABET INC30.7K shares-6.23%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO21.8K shares-3.00%2026-03-312026-04-08

AMZN AMAZON COM INC27.9K shares-3.11%2026-03-312026-04-08

XOM EXXON MOBIL CORP29.7K shares-3.50%2026-03-312026-04-08

Sponsored

KLAC KLA CORP3.4K shares-0.98%2026-03-312026-04-08

RTX RTX CORPORATION24.2K shares-3.89%2026-03-312026-04-08

EATON CORP PLC EATON CORP PLC12.9K shares-0.58%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MANUFAC13.0K shares-4.78%2026-03-312026-04-08

HON HONEYWELL INTL INC18.9K shares-3.59%2026-03-312026-04-08

KO COCA COLA CO51.6K shares-25.15%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.5K shares-18.78%2026-03-312026-04-08

SCHO SCHWAB STRATEGIC TR143.1K shares-8.76%2026-03-312026-04-08

Sponsored

JNJ JOHNSON & JOHNSON13.5K shares-14.48%2026-03-312026-04-08

CVX CHEVRON CORPORATION14.1K shares-0.92%2026-03-312026-04-08

PANW PALO ALTO NETWORKS INC17.5K shares-6.42%2026-03-312026-04-08

BROADCOM INC BROADCOM INC8.9K shares-5.27%2026-03-312026-04-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW20.9K shares-1.98%2026-03-312026-04-08

PH PARKER-HANNIFIN CORP2.9K shares-0.17%2026-03-312026-04-08

ABT ABBOTT LABORATORIES25.1K shares1.13%2026-03-312026-04-08

IWR ISHARES TR26.0K shares-3.34%2026-03-312026-04-08

Sponsored

PEP PEPSICO INC15.8K shares0.09%2026-03-312026-04-08

ASML ASML HLDG NV1.8K shares-3.82%2026-03-312026-04-08

AXP AMERICAN EXPRESS CO7.9K shares-1.38%2026-03-312026-04-08

LOW LOWES COS INC9.8K shares-2.69%2026-03-312026-04-08

DIS DISNEY WALT CO24.1K shares28.50%2026-03-312026-04-08

UDR UDR INC68.4K shares-18.32%2026-03-312026-04-08

NEE NEXTERA ENERGY INC24.5K shares-1.08%2026-03-312026-04-08

HD HOME DEPOT INC6.5K shares-8.13%2026-03-312026-04-08

Sponsored

IWY ISHARES TR8.6K shares-10.18%2026-03-312026-04-08

UBER UBER TECHNOLOGIES INC27.8K shares-6.92%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS8.1K shares-4.20%2026-03-312026-04-08

TMO THERMO FISHER SCIENTIFIC INC4.0K shares-6.22%2026-03-312026-04-08

NFLX NETFLIX INC.19.7K shares15.57%2026-03-312026-04-08

PG PROCTER & GAMBLE CO13.1K shares-7.98%2026-03-312026-04-08

EXPE EXPEDIA GROUP INC7.4K shares-5.94%2026-03-312026-04-08

PM PHILIP MORRIS INTL INC10.0K shares-0.20%2026-03-312026-04-08

Sponsored

COST COSTCO WHOLESALE CORPORATION1.6K shares-1.03%2026-03-312026-04-08

INGR INGREDION INC14.0K shares0.00%2026-03-312026-04-08

EMR EMERSON ELEC CO12.0K shares-0.95%2026-03-312026-04-08

UNH UNITEDHEALTH GROUP INC5.7K shares-2.69%2026-03-312026-04-08

LLY ELI LILLY & CO1.6K shares-1.23%2026-03-312026-04-08

ABBV ABBVIE INC6.7K shares-2.94%2026-03-312026-04-08

ORCL ORACLE CORP9.9K shares-4.03%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC11.4K shares-11.30%2026-03-312026-04-08

Sponsored

APD AIR PRODUCTS AND CHEMICALS I4.6K shares-0.95%2026-03-312026-04-08

CRM SALESFORCE INC6.9K shares2.89%2026-03-312026-04-08

UBSI UNITED BANKSHARES INC WEST V29.8K shares-36.61%2026-03-312026-04-08

NKE NIKE INC23.1K shares-0.69%2026-03-312026-04-08

VRT VERTIV HOLDINGS CO4.9K shares-26.01%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T1.8K shares1.04%2026-03-312026-04-08

CME CME GROUP INC4.0K shares-29.36%2026-03-312026-04-08

META META PLATFORMS INC2.1K shares2.64%2026-03-312026-04-08

Sponsored

MCD MCDONALDS CORP3.7K shares-2.49%2026-03-312026-04-08

BLACKROCK INC BLACKROCK INC1.2K shares0.25%2026-03-312026-04-08

AJG GALLAGHER ARTHUR J & CO5.2K shares-1.39%2026-03-312026-04-08

LINDE PLC LINDE PLC2.2K shares-1.70%2026-03-312026-04-08

ICE INTERCONTINENTAL EXCHANGE IN6.9K shares29.87%2026-03-312026-04-08

NVDA NVIDIA CORPORATION6.0K shares-4.51%2026-03-312026-04-08

D DOMINION ENERGY INC16.7K shares-10.22%2026-03-312026-04-08

V VISA INC3.3K shares6.61%2026-03-312026-04-08

Sponsored

ALPHABET INC ALPHABET INC3.4K shares-18.61%2026-03-312026-04-08

MDLZ MONDELEZ INTL INC16.4K shares0.00%2026-03-312026-04-08

J JACOBS SOLUTIONS INC7.4K shares3.32%2026-03-312026-04-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.8K shares-0.86%2026-03-312026-04-08

BRX BRIXMOR PPTY GROUP INC32.4K shares-2.41%2026-03-312026-04-08

TLTW ISHARES TR38.5K shares25.11%2026-03-312026-04-08

BSCU INVESCO EXCH TRD SLF IDX FD51.8K shares0.00%2026-03-312026-04-08

WMT WALMART INC6.8K shares-6.56%2026-03-312026-04-08

Sponsored

MMC MARSH & MCLENNAN COS INC4.7K shares-36.45%2026-03-312026-04-08

PLD PROLOGIS INC.6.1K shares-4.06%2026-03-312026-04-08

VZ VERIZON COMMUNICATIONS INC15.7K shares-0.63%2026-03-312026-04-08

CGIE CAPITAL GROUP INTERNATIONAL22.5K shares-0.75%2026-03-312026-04-08

KNSL KINSALE CAP GROUP INC2.1K shares-17.10%2026-03-312026-04-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.1K shares0.00%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.7K shares4.07%2026-03-312026-04-08

FTNT FORTINET INC8.5K shares-4.38%2026-03-312026-04-08

Sponsored

AVEM AMERICAN CENTY ETF TR8.6K shares16.21%2026-03-312026-04-08

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D366 shares-0.27%2026-03-312026-04-08

MO ALTRIA GROUP INC9.9K shares-24.99%2026-03-312026-04-08

T AT&T INC22.2K shares-5.03%2026-03-312026-04-08

CARR CARRIER GLOBAL CORPORATION11.3K shares0.00%2026-03-312026-04-08

VUG VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-04-08

MGK VANGUARD WORLD FD1.7K shares-8.76%2026-03-312026-04-08

AGG ISHARES TR6.2K shares0.00%2026-03-312026-04-08

Sponsored

PFF ISHARES TR20.1K shares0.00%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS2.8K shares0.00%2026-03-312026-04-08

VTV VANGUARD INDEX FDS3.0K shares4.58%2026-03-312026-04-08

LQDW ISHARES TR24.4K shares14.68%2026-03-312026-04-08

GLDI UBS AG3.5K shares8.70%2026-03-312026-04-08

NSC NORFOLK SOUTHN CORP2.0K shares-33.04%2026-03-312026-04-08

BSCX INVESCO EXCH TRD SLF IDX FD27.1K shares0.00%2026-03-312026-04-08

CAT CATERPILLAR INC797 shares-20.70%2026-03-312026-04-08

Sponsored

ALPS ETF TR ALPS ETF TR10.7K shares14.50%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE2.0K shares-26.26%2026-03-312026-04-08

AMTM AMENTUM HOLDINGS INC21.2K shares-4.76%2026-03-312026-04-08

TTEK TETRA TECH INC NEW18.2K shares33.68%2026-03-312026-04-08

ASGI ABRDN GLOBAL INFRA INCOME FU23.5K shares25.67%2026-03-312026-04-08

BSMS INVESCO EXCH TRD SLF IDX FD21.9K shares0.00%2026-03-312026-04-08

MCK MCKESSON CORP589 shares0.00%2026-03-312026-04-08

TFC TRUIST FINL CORP11.0K shares-47.38%2026-03-312026-04-08

Sponsored

VYMI VANGUARD WHITEHALL FDS5.3K shares-4.60%2026-03-312026-04-08

ZTS ZOETIS INC4.1K shares-1.76%2026-03-312026-04-08

GLD SPDR GOLD TR1.1K shares46.48%2026-03-312026-04-08

QQQI NEOS ETF TRUST9.5K shares0.00%2026-03-312026-04-08

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY5.9K shares-35.42%2026-03-312026-04-08

ALB ALBEMARLE CORP2.5K shares-40.26%2026-03-312026-04-08

JEPI J P MORGAN EXCHANGE TRADED F7.8K shares-1.70%2026-03-312026-04-08

TMUS T-MOBILE US INC2.1K shares-2.34%2026-03-312026-04-08

Sponsored

MKL MARKEL GROUP INC226 shares-0.88%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F7.9K shares-12.08%2026-03-312026-04-08

IVV ISHARES TR620 shares0.00%2026-03-312026-04-08

INCO COLUMBIA ETF TR II6.9K shares-15.50%2026-03-312026-04-08

IJK ISHARES TR3.8K shares0.00%2026-03-312026-04-08

FSK FS KKR CAP CORP36.8K shares-19.89%2026-03-312026-04-08

CMI CUMMINS INC695 shares-10.32%2026-03-312026-04-08

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC4.9K shares-2.55%2026-03-312026-04-08

Sponsored

BLACKSTONE INC BLACKSTONE INC3.2K shares-0.22%2026-03-312026-04-08

IBB ISHARES TR2.1K shares-2.58%2026-03-312026-04-08

IYW ISHARES TR1.9K shares0.00%2026-03-312026-04-08

IEUR ISHARES TR5.0K shares10.17%2026-03-312026-04-08

MRAM EVERSPIN TECHNOLOGIES INC39.6K sharesnew addition2026-03-312026-04-08

GEV GE VERNOVA INC398 shares-30.54%2026-03-312026-04-08

CSCO CISCO SYS INC4.5K shares5.06%2026-03-312026-04-08

BSCQ INVESCO EXCH TRD SLF IDX FD17.7K shares0.00%2026-03-312026-04-08

Sponsored

INVESCO QQQ TR INVESCO QQQ TR595 shares-1.98%2026-03-312026-04-08

GNRC GENERAC HLDGS INC1.7K shares6.55%2026-03-312026-04-08

SO SOUTHERN CO3.3K shares13.74%2026-03-312026-04-08

BSCR INVESCO EXCH TRD SLF IDX FD16.1K shares0.00%2026-03-312026-04-08

BAC BANK AMERICA CORP6.3K shares-2.34%2026-03-312026-04-08

DIHP DIMENSIONAL ETF TRUST9.4K shares-3.86%2026-03-312026-04-08

BSCW INVESCO EXCH TRD SLF IDX FD14.7K shares0.00%2026-03-312026-04-08

VPL VANGUARD INTL EQUITY INDEX F3.0K shares10.01%2026-03-312026-04-08

Sponsored

PFE PFIZER INC10.3K shares-9.29%2026-03-312026-04-08

DLR DIGITAL RLTY TR INC1.6K shares-9.56%2026-03-312026-04-08

BWXT BWX TECHNOLOGIES INC1.4K shares-6.59%2026-03-312026-04-08

VYM VANGUARD WHITEHALL FDS1.9K shares0.00%2026-03-312026-04-08

TJX TJX COS INC NEW1.8K shares0.00%2026-03-312026-04-08

INOD INNODATA INC7.2K sharesnew addition2026-03-312026-04-08

FSLR FIRST SOLAR INC1.4K shares3.29%2026-03-312026-04-08

XLRE SELECT SECTOR SPDR TR6.8K shares8.37%2026-03-312026-04-08

Sponsored

OKE ONEOK INC NEW3.0K shares0.00%2026-03-312026-04-08

ADBE ADOBE INC1.1K shares-14.90%2026-03-312026-04-08

SLVO UBS AG2.9K shares-7.59%2026-03-312026-04-08

YUM YUM BRANDS INC1.6K shares0.00%2026-03-312026-04-08

AEP AMERICAN ELEC PWR CO INC1.9K shares0.00%2026-03-312026-04-08

SATS ECHOSTAR CORP2.1K shares2.82%2026-03-312026-04-08

SYY SYSCO CORP3.5K shares-5.41%2026-03-312026-04-08

CB CHUBB LTD SWITZ759 shares-16.50%2026-03-312026-04-08

Sponsored

MGV VANGUARD WORLD FD1.7K shares-15.94%2026-03-312026-04-08

VTI VANGUARD INDEX FDS718 shares-7.12%2026-03-312026-04-08

RAMACO RES INC RAMACO RES INC14.7K sharesnew addition2026-03-312026-04-08

BSCT INVESCO EXCH TRD SLF IDX FD11.9K shares0.00%2026-03-312026-04-08

IEF ISHARES TR2.2K shares0.00%2026-03-312026-04-08

AON PLC AON PLC641 shares-0.31%2026-03-312026-04-08

EPD ENTERPRISE PRODS PARTNERS L5.4K sharesnew addition2026-03-312026-04-08

AAPL

APPLE INC

-13.45%

Shares57.3K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

-6.14%

Shares34.8K

Event2026-03-31

Filed2026-04-08

SHV

ISHARES TR

122.92%

Shares101.4K

Event2026-03-31

Filed2026-04-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares15

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-6.23%

Shares30.7K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

-3.00%

Shares21.8K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

-3.11%

Shares27.9K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

-3.50%

Shares29.7K

Event2026-03-31

Filed2026-04-08

KLAC

KLA CORP

-0.98%

Shares3.4K

Event2026-03-31

Filed2026-04-08

RTX

RTX CORPORATION

-3.89%

Shares24.2K

Event2026-03-31

Filed2026-04-08

EATON CORP PLC

-0.58%

Shares12.9K

Event2026-03-31

Filed2026-04-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-4.78%

Shares13.0K

Event2026-03-31

Filed2026-04-08

HON

HONEYWELL INTL INC

-3.59%

Shares18.9K

Event2026-03-31

Filed2026-04-08

COCA COLA CO

-25.15%

Shares51.6K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

-18.78%

Shares7.5K

Event2026-03-31

Filed2026-04-08

SCHO

SCHWAB STRATEGIC TR

-8.76%

Shares143.1K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

-14.48%

Shares13.5K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

-0.92%

Shares14.1K

Event2026-03-31

Filed2026-04-08

PANW

PALO ALTO NETWORKS INC

-6.42%

Shares17.5K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

-5.27%

Shares8.9K

Event2026-03-31

Filed2026-04-08

DUKE ENERGY CORP NEW

-1.98%

Shares20.9K

Event2026-03-31

Filed2026-04-08

PARKER-HANNIFIN CORP

-0.17%

Shares2.9K

Event2026-03-31

Filed2026-04-08

ABT

ABBOTT LABORATORIES

1.13%

Shares25.1K

Event2026-03-31

Filed2026-04-08

IWR

ISHARES TR

-3.34%

Shares26.0K

Event2026-03-31

Filed2026-04-08

PEP

PEPSICO INC

0.09%

Shares15.8K

Event2026-03-31

Filed2026-04-08

ASML

ASML HLDG NV

-3.82%

Shares1.8K

Event2026-03-31

Filed2026-04-08

AXP

AMERICAN EXPRESS CO

-1.38%

Shares7.9K

Event2026-03-31

Filed2026-04-08

LOW

LOWES COS INC

-2.69%

Shares9.8K

Event2026-03-31

Filed2026-04-08

DIS

DISNEY WALT CO

28.50%

Shares24.1K

Event2026-03-31

Filed2026-04-08

UDR

UDR INC

-18.32%

Shares68.4K

Event2026-03-31

Filed2026-04-08

NEE

NEXTERA ENERGY INC

-1.08%

Shares24.5K

Event2026-03-31

Filed2026-04-08

HOME DEPOT INC

-8.13%

Shares6.5K

Event2026-03-31

Filed2026-04-08

IWY

ISHARES TR

-10.18%

Shares8.6K

Event2026-03-31

Filed2026-04-08

UBER

UBER TECHNOLOGIES INC

-6.92%

Shares27.8K

Event2026-03-31

Filed2026-04-08

IBM

INTERNATIONAL BUSINESS MACHS

-4.20%

Shares8.1K

Event2026-03-31

Filed2026-04-08

TMO

THERMO FISHER SCIENTIFIC INC

-6.22%

Shares4.0K

Event2026-03-31

Filed2026-04-08

NFLX

NETFLIX INC.

15.57%

Shares19.7K

Event2026-03-31

Filed2026-04-08

PROCTER & GAMBLE CO

-7.98%

Shares13.1K

Event2026-03-31

Filed2026-04-08

EXPE

EXPEDIA GROUP INC

-5.94%

Shares7.4K

Event2026-03-31

Filed2026-04-08

PHILIP MORRIS INTL INC

-0.20%

Shares10.0K

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHOLESALE CORPORATION

-1.03%

Shares1.6K

Event2026-03-31

Filed2026-04-08

INGR

INGREDION INC

0.00%

Shares14.0K

Event2026-03-31

Filed2026-04-08

EMR

EMERSON ELEC CO

-0.95%

Shares12.0K

Event2026-03-31

Filed2026-04-08

UNH

UNITEDHEALTH GROUP INC

-2.69%

Shares5.7K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

-1.23%

Shares1.6K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

-2.94%

Shares6.7K

Event2026-03-31

Filed2026-04-08

ORCL

ORACLE CORP

-4.03%

Shares9.9K

Event2026-03-31

Filed2026-04-08

MERCK & CO INC

-11.30%

Shares11.4K

Event2026-03-31

Filed2026-04-08

APD

AIR PRODUCTS AND CHEMICALS I

-0.95%

Shares4.6K

Event2026-03-31

Filed2026-04-08

CRM

SALESFORCE INC

2.89%

Shares6.9K

Event2026-03-31

Filed2026-04-08

UBSI

UNITED BANKSHARES INC WEST V

-36.61%

Shares29.8K

Event2026-03-31

Filed2026-04-08

NKE

NIKE INC

-0.69%

Shares23.1K

Event2026-03-31

Filed2026-04-08

VRT

VERTIV HOLDINGS CO

-26.01%

Shares4.9K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

1.04%

Shares1.8K

Event2026-03-31

Filed2026-04-08

CME

CME GROUP INC

-29.36%

Shares4.0K

Event2026-03-31

Filed2026-04-08