Sponsored

The Analysis of Drucker Wealth 3.0, LLC's Holdings & P&L

Currently, Drucker Wealth 3.0, LLC holds 266 types of securities in its portfolio with a total value $572.8M. In the most recent quarter, they have increased their positions in FDS (+4.2K shares, valued at $907.7K), ADP (+3.7K shares, valued at $754.5K), N/A (+3.6K shares, valued at $721.0K); decreased their positions in PFE (-30.5K shares, valued at $857.5K), AMGN (-2.2K shares, valued at $760.0K), MSFT (-1.5K shares, valued at $564.1K); initiated new positions in ADP (+3.7K shares, valued at $754.5K), SBAC (+4.1K shares, valued at $706.0K), ERIE (+2.6K shares, valued at $647.5K).

1M P&L

+14.8M+2.94%

3M P&L

-70.7M-12.03%

HY P&L

-33.4M-6.06%

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/A254.2M

53.8%

2Consumer Electronics18.9M

4.0%

3Semiconductors16.0M

3.4%

Top Industries by Stock Count

1N/A66 stocks

27.8%

2Semiconductors9 stocks

3.8%

3Drug Manufacturers - General8 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS85.1K shares1.38%2026-03-312026-04-23

COWZ PACER FDS TR358.3K shares-0.25%2026-03-312026-04-23

VB VANGUARD INDEX FDS72.9K shares-0.27%2026-03-312026-04-23

AAPL APPLE INC74.3K shares-0.07%2026-03-312026-04-23

EFA ISHARES TR192.9K shares0.15%2026-03-312026-04-23

VTI VANGUARD INDEX FDS51.8K shares-1.21%2026-03-312026-04-23

BND VANGUARD BD INDEX FDS222.7K shares-1.02%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR27.5K shares1.60%2026-03-312026-04-23

Sponsored

VIG VANGUARD SPECIALIZED FUNDS66.5K shares2.75%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS189.8K shares1.51%2026-03-312026-04-23

VYMI VANGUARD WHITEHALL FDS117.1K shares1.58%2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR311.6K shares2.16%2026-03-312026-04-23

MSFT MICROSOFT CORP24.3K shares-5.90%2026-03-312026-04-23

VTV VANGUARD INDEX FDS44.6K shares-1.61%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO27.9K shares0.27%2026-03-312026-04-23

VYM VANGUARD WHITEHALL FDS54.5K shares-1.21%2026-03-312026-04-23

Sponsored

NVDA NVIDIA CORPORATION46.0K shares-1.52%2026-03-312026-04-23

AMZN AMAZON COM INC31.7K shares2.10%2026-03-312026-04-23

VGT VANGUARD WORLD FD8.8K shares2.55%2026-03-312026-04-23

VTC VANGUARD SCOTTSDALE FDS78.1K shares2.16%2026-03-312026-04-23

XOM EXXON MOBIL CORP34.1K shares-1.49%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON23.1K shares1.57%2026-03-312026-04-23

VUG VANGUARD INDEX FDS12.6K shares-1.86%2026-03-312026-04-23

VOE VANGUARD INDEX FDS29.7K shares-1.03%2026-03-312026-04-23

Sponsored

AMAT APPLIED MATLS INC15.6K shares0.91%2026-03-312026-04-23

ALPHABET INC ALPHABET INC18.3K shares-4.48%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC30.6K shares1.63%2026-03-312026-04-23

GOVT ISHARES TR210.6K shares2.66%2026-03-312026-04-23

SPMB SPDR SERIES TRUST204.7K shares1.86%2026-03-312026-04-23

IVOG VANGUARD ADMIRAL FDS INC36.6K shares0.25%2026-03-312026-04-23

VCIT VANGUARD SCOTTSDALE FDS55.3K shares0.27%2026-03-312026-04-23

VO VANGUARD INDEX FDS14.9K shares0.70%2026-03-312026-04-23

Sponsored

VWO VANGUARD INTL EQUITY INDEX F79.1K shares1.22%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T6.3K shares0.76%2026-03-312026-04-23

CVX CHEVRON CORPORATION19.8K shares2.25%2026-03-312026-04-23

ITOT ISHARES TR25.9K shares-0.77%2026-03-312026-04-23

NEE NEXTERA ENERGY INC38.5K shares0.85%2026-03-312026-04-23

USHY ISHARES TR96.0K shares4.43%2026-03-312026-04-23

ALPHABET INC ALPHABET INC11.8K shares10.08%2026-03-312026-04-23

META META PLATFORMS INC5.8K shares-7.43%2026-03-312026-04-23

Sponsored

CSCO CISCO SYS INC42.3K shares0.65%2026-03-312026-04-23

BLACKROCK INC BLACKROCK INC3.4K shares0.00%2026-03-312026-04-23

SHYG ISHARES TR76.8K shares-1.59%2026-03-312026-04-23

DFAS DIMENSIONAL ETF TRUST45.1K shares-4.19%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.7K shares-0.72%2026-03-312026-04-23

SPEM SPDR INDEX SHS FDS64.6K shares4.36%2026-03-312026-04-23

KO COCA COLA CO37.1K shares0.70%2026-03-312026-04-23

TXN TEXAS INSTRS INC14.4K shares0.20%2026-03-312026-04-23

Sponsored

SCCO SOUTHERN COPPER CORP16.1K shares4.86%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC21.4K shares18.77%2026-03-312026-04-23

PG PROCTER & GAMBLE CO17.3K shares4.78%2026-03-312026-04-23

TSLA TESLA INC6.5K shares13.33%2026-03-312026-04-23

HD HOME DEPOT INC7.3K shares0.83%2026-03-312026-04-23

GRMN GARMIN LTD10.1K shares24.42%2026-03-312026-04-23

KMI KINDER MORGAN INC DEL68.9K shares7.37%2026-03-312026-04-23

FAST FASTENAL CO48.6K shares5.08%2026-03-312026-04-23

Sponsored

WMB WILLIAMS COS INC30.9K shares6.01%2026-03-312026-04-23

SPTL SPDR SERIES TRUST85.5K shares0.49%2026-03-312026-04-23

CMI CUMMINS INC4.2K shares1.98%2026-03-312026-04-23

ENB ENBRIDGE INC41.4K shares-3.11%2026-03-312026-04-23

BROADCOM INC BROADCOM INC7.1K shares0.14%2026-03-312026-04-23

WFC WELLS FARGO & CO27.1K shares-3.98%2026-03-312026-04-23

WEC ENERGY GROUP INC WEC ENERGY GROUP INC17.9K shares-0.03%2026-03-312026-04-23

MO ALTRIA GROUP INC31.3K shares11.56%2026-03-312026-04-23

Sponsored

DFLV DIMENSIONAL ETF TRUST57.1K shares-6.58%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC39.5K shares-2.98%2026-03-312026-04-23

ETR ENTERGY CORP NEW17.6K shares-7.21%2026-03-312026-04-23

PEP PEPSICO INC12.1K shares5.58%2026-03-312026-04-23

DFIC DIMENSIONAL ETF TRUST51.2K shares-6.52%2026-03-312026-04-23

CME CME GROUP INC6.2K shares7.02%2026-03-312026-04-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND9.1K shares66.50%2026-03-312026-04-23

T AT&T INC62.0K shares9.09%2026-03-312026-04-23

Sponsored

SDY SPDR SERIES TRUST12.1K shares-1.94%2026-03-312026-04-23

V VISA INC5.4K shares-3.04%2026-03-312026-04-23

EMR EMERSON ELEC CO12.5K shares-0.95%2026-03-312026-04-23

SBUX STARBUCKS CORP17.7K shares0.39%2026-03-312026-04-23

TSM TAIWAN SEMICONDUCTOR MANUFAC4.7K shares-2.05%2026-03-312026-04-23

SPSB SPDR SERIES TRUST52.5K shares2.35%2026-03-312026-04-23

MEDTRONIC PLC MEDTRONIC PLC18.2K shares0.22%2026-03-312026-04-23

PSA PUBLIC STORAGE OPER CO5.7K shares1.22%2026-03-312026-04-23

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW11.8K shares-5.65%2026-03-312026-04-23

AMGN AMGEN INC4.4K shares-33.06%2026-03-312026-04-23

CMCSA COMCAST CORP NEW53.4K shares28.57%2026-03-312026-04-23

SPSM SPDR SERIES TRUST31.4K shares0.10%2026-03-312026-04-23

BMY BRISTOL-MYERS SQUIBB CO24.5K shares18.47%2026-03-312026-04-23

DTM DT MIDSTREAM INC10.6K shares7.09%2026-03-312026-04-23

FDS FACTSET RESH SYS INC6.4K shares186.82%2026-03-312026-04-23

NYF ISHARES TR25.7K shares0.00%2026-03-312026-04-23

Sponsored

TFC TRUIST FINL CORP29.6K shares-9.73%2026-03-312026-04-23

LAMR LAMAR ADVERTISING CO10.2K shares-2.88%2026-03-312026-04-23

TROW PRICE T ROWE GROUP INC14.0K shares-3.06%2026-03-312026-04-23

BKNG BOOKING HOLDINGS INC294 shares-0.34%2026-03-312026-04-23

LLY ELI LILLY & CO1.3K shares11.11%2026-03-312026-04-23

PSX PHILLIPS 666.7K shares5.08%2026-03-312026-04-23

PNC PNC FINL SVCS GROUP INC5.8K shares9.50%2026-03-312026-04-23

ABT ABBOTT LABORATORIES11.7K shares3.45%2026-03-312026-04-23

Sponsored

QCOM QUALCOMM INC9.3K shares-9.67%2026-03-312026-04-23

SNA SNAP ON INC3.3K shares8.01%2026-03-312026-04-23

HSY HERSHEY CO5.6K shares9.83%2026-03-312026-04-23

PAYX PAYCHEX INC12.4K shares79.14%2026-03-312026-04-23

RF REGIONS FINANCIAL CORP NEW43.0K shares6.11%2026-03-312026-04-23

JAAA JANUS DETROIT STR TR21.7K shares6.15%2026-03-312026-04-23

CUBE CUBESMART29.7K shares4.37%2026-03-312026-04-23

OMC OMNICOM GROUP INC13.7K shares0.65%2026-03-312026-04-23

Sponsored

SCHW SCHWAB CHARLES CORP11.0K shares-1.02%2026-03-312026-04-23

ORCL ORACLE CORP7.0K shares-4.11%2026-03-312026-04-23

MA MASTERCARD INCORPORATED2.0K shares-0.59%2026-03-312026-04-23

KEY KEYCORP49.8K shares14.05%2026-03-312026-04-23

WMT WALMART INC8.0K shares3.38%2026-03-312026-04-23

BBWI BATH & BODY WORKS INC52.9K shares133.47%2026-03-312026-04-23

HON HONEYWELL INTL INC4.3K shares2.33%2026-03-312026-04-23

VXUS VANGUARD STAR FDS12.3K shares7.31%2026-03-312026-04-23

Sponsored

WSM WILLIAMS SONOMA INC5.2K shares13.86%2026-03-312026-04-23

GPC GENUINE PARTS CO8.6K shares-6.85%2026-03-312026-04-23

STAG STAG INDUSTRIAL INC25.2K shares-0.27%2026-03-312026-04-23

NE NOBLE CORP PLC18.4K shares11.74%2026-03-312026-04-23

NFLX NETFLIX INC.9.1K shares3.28%2026-03-312026-04-23

MC MOELIS & CO15.0K shares8.32%2026-03-312026-04-23

APD AIR PRODUCTS AND CHEMICALS I2.9K shares-7.04%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION844 shares28.85%2026-03-312026-04-23

Sponsored

UPS UNITED PARCEL SVCS INC8.5K shares-0.59%2026-03-312026-04-23

PFE PFIZER INC29.1K shares-51.23%2026-03-312026-04-23

BAC BANK AMERICA CORP16.6K shares6.47%2026-03-312026-04-23

KTB KONTOOR BRANDS INC11.1K shares27.04%2026-03-312026-04-23

SPMD SPDR SERIES TRUST13.0K shares2.46%2026-03-312026-04-23

NVS NOVARTIS AG5.0K shares0.70%2026-03-312026-04-23

ADP AUTOMATIC DATA PROCESSING IN3.7K sharesnew addition2026-03-312026-04-23

BK BANK NEW YORK MELLON CORP6.3K shares0.35%2026-03-312026-04-23

Sponsored

ADI ANALOG DEVICES INC2.3K shares0.22%2026-03-312026-04-23

GSK PLC GSK PLC13.2K shares-14.56%2026-03-312026-04-23

AXP AMERICAN EXPRESS CO2.3K shares-1.59%2026-03-312026-04-23

XEL XCEL ENERGY INC8.9K shares4.24%2026-03-312026-04-23

SBAC SBA COMMUNICATIONS CORP4.1K sharesnew addition2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC4.8K shares6.39%2026-03-312026-04-23

AGX ARGAN INC1.3K shares-32.42%2026-03-312026-04-23

SPYM SPDR SERIES TRUST9.1K shares49.68%2026-03-312026-04-23

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.8K shares-6.99%2026-03-312026-04-23

XP XP INC36.2K shares7.45%2026-03-312026-04-23

WSO WATSCO INC1.9K shares16.07%2026-03-312026-04-23

IEFA ISHARES TR7.5K shares-18.53%2026-03-312026-04-23

NEM NEWMONT CORP6.2K shares5.09%2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC3.3K shares12.38%2026-03-312026-04-23

COP CONOCOPHILLIPS5.0K shares7.79%2026-03-312026-04-23

ERIE ERIE INDTY CO2.6K sharesnew addition2026-03-312026-04-23

Sponsored

CAT CATERPILLAR INC905 shares5.85%2026-03-312026-04-23

MCK MCKESSON CORP737 shares2.22%2026-03-312026-04-23

EBAY EBAY INC.6.9K shares-1.47%2026-03-312026-04-23

DFUS DIMENSIONAL ETF TRUST8.6K sharesnew addition2026-03-312026-04-23

CENCORA INC CENCORA INC1.9K shares1.05%2026-03-312026-04-23

DFEM DIMENSIONAL ETF TRUST17.4K shares-6.96%2026-03-312026-04-23

ABBV ABBVIE INC2.8K shares-2.69%2026-03-312026-04-23

HII HUNTINGTON INGALLS INDS INC1.6K shares-18.84%2026-03-312026-04-23

Sponsored

REXR REXFORD INDL RLTY INC18.1K shares24.80%2026-03-312026-04-23

RTX RTX CORPORATION3.0K shares-0.57%2026-03-312026-04-23

BDX BECTON DICKINSON & CO3.6K shares3.95%2026-03-312026-04-23

NTAP NETAPP INC5.5K shares18.83%2026-03-312026-04-23

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC15.1K sharesnew addition2026-03-312026-04-23

DPZ DOMINOS PIZZA INC1.6K shares-12.65%2026-03-312026-04-23

VICI VICI PPTYS INC20.3K shares2.51%2026-03-312026-04-23

BSV VANGUARD BD INDEX FDS7.0K shares-7.63%2026-03-312026-04-23

Sponsored

ROK ROCKWELL AUTOMATION INC1.5K shares-6.89%2026-03-312026-04-23

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.5K shares0.98%2026-03-312026-04-23

LYG LLOYDS BANKING GROUP PLC105.5K shares-8.52%2026-03-312026-04-23

VLO VALERO ENERGY CORP2.1K shares4.41%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE1.8K shares18.51%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP2.4K shares6.91%2026-03-312026-04-23

BNDX VANGUARD CHARLOTTE FDS10.5K shares-2.92%2026-03-312026-04-23

PHM PULTE GROUP INC4.3K shares-8.11%2026-03-312026-04-23

Sponsored

SYY SYSCO CORP7.0K shares-2.04%2026-03-312026-04-23

ES EVERSOURCE ENERGY7.2K shares-3.11%2026-03-312026-04-23

SPYV SPDR SERIES TRUST8.6K shares22.79%2026-03-312026-04-23

IWS ISHARES TR3.3K shares-0.30%2026-03-312026-04-23

TOTALENERGIES SE TOTALENERGIES SE5.2K shares9.29%2026-03-312026-04-23

BITB BITWISE BITCOIN ETF TR12.9K shares56.10%2026-03-312026-04-23

FBTC FIDELITY WISE ORIGIN BITCOIN7.9K shares57.33%2026-03-312026-04-23

GEV GE VERNOVA INC528 shares19.46%2026-03-312026-04-23

Sponsored

VBR VANGUARD INDEX FDS2.1K shares-3.05%2026-03-312026-04-23

GM GENERAL MTRS CO6.0K shares-3.72%2026-03-312026-04-23

APH AMPHENOL CORP3.5K shares3.75%2026-03-312026-04-23

VXF VANGUARD INDEX FDS2.2K shares-16.21%2026-03-312026-04-23

NOC NORTHROP GRUMMAN CORP618 shares3.17%2026-03-312026-04-23

SWKS SKYWORKS SOLUTIONS INC7.8K shares3.24%2026-03-312026-04-23

TFPM TRIPLE FLAG PRECIOUS METAL12.0K shares0.05%2026-03-312026-04-23

MPC MARATHON PETE CORP1.6K shares4.12%2026-03-312026-04-23

Sponsored

MU MICRON TECHNOLOGY INC1.2K shares26.41%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.0K shares-0.15%2026-03-312026-04-23

OWL BLUE OWL CAPITAL INC41.6K shares16.60%2026-03-312026-04-23

TJX TJX COS INC NEW2.4K shares-2.04%2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC1.4K shares-48.67%2026-03-312026-04-23

UTHR UNITED THERAPEUTICS CORP DEL618 shares-7.21%2026-03-312026-04-23

HAL HALLIBURTON CO9.2K shares6.20%2026-03-312026-04-23

KEYS KEYSIGHT TECHNOLOGIES INC1.3K shares2.77%2026-03-312026-04-23

Sponsored

UNILEVER PLC UNILEVER PLC6.2K shares-9.43%2026-03-312026-04-23

CRWD CROWDSTRIKE HLDGS INC878 shares-1.46%2026-03-312026-04-23

IVV ISHARES TR514 shares1.78%2026-03-312026-04-23

KLAC KLA CORP225 shares9.22%2026-03-312026-04-23

ESGU ISHARES TR2.3K shares1.45%2026-03-312026-04-23

EOG EOG RES INC2.2K shares12.22%2026-03-312026-04-23

SPYG SPDR SERIES TRUST3.2K shares0.00%2026-03-312026-04-23

PAGP PLAINS GP HLDGS L P12.9K shares-2.78%2026-03-312026-04-23

Sponsored

VCEB VANGUARD WORLD FD5.0K shares12.55%2026-03-312026-04-23

IWF ISHARES TR725 shares-27.50%2026-03-312026-04-23

THE CIGNA GROUP THE CIGNA GROUP1.1K shares6.68%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP499 shares1.42%2026-03-312026-04-23

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC3.1K shares3.13%2026-03-312026-04-23

DIS DISNEY WALT CO3.1K shares-4.43%2026-03-312026-04-23

HCA HCA HEALTHCARE INC621 shares11.09%2026-03-312026-04-23

DGRW WISDOMTREE TR3.3K shares0.00%2026-03-312026-04-23

Sponsored

IXUS ISHARES TR3.4K shares-0.68%2026-03-312026-04-23

GILD GILEAD SCIENCES INC2.1K shares16.16%2026-03-312026-04-23

CFG CITIZENS FINL GROUP INC4.8K shares0.58%2026-03-312026-04-23

PWR QUANTA SVCS INC515 shares-6.36%2026-03-312026-04-23

ECL ECOLAB INC1.1K shares-2.84%2026-03-312026-04-23

ARISTA NETWORKS INC ARISTA NETWORKS INC2.2K shares24.47%2026-03-312026-04-23

CTRA COTERRA ENERGY INC7.8K shares-6.75%2026-03-312026-04-23

DCOR DIMENSIONAL ETF TRUST3.8K shares-1.12%2026-03-312026-04-23

Sponsored

IBP INSTALLED BLDG PRODS INC1.0K shares-10.50%2026-03-312026-04-23

VV VANGUARD INDEX FDS900 shares-14.93%2026-03-312026-04-23

WELL WELLTOWER INC1.4K shares1.80%2026-03-312026-04-23

IESC IES HOLDINGS INC541 sharesnew addition2026-03-312026-04-23

EIX EDISON INTL3.5K shares-7.64%2026-03-312026-04-23

CHKP CHECK POINT SOFTWARE TECH LT1.8K shares-7.42%2026-03-312026-04-23

AME AMETEK INC1.2K shares4.67%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC300 shares-0.33%2026-03-312026-04-23

Sponsored

CRM SALESFORCE INC1.3K shares10.34%2026-03-312026-04-23

NET CLOUDFLARE INC1.2K sharesnew addition2026-03-312026-04-23

MMC MARSH & MCLENNAN COS INC1.4K shares-5.07%2026-03-312026-04-23

ED CONSOLIDATED EDISON INC2.2K shares-13.22%2026-03-312026-04-23

CB CHUBB LTD SWITZ755 shares1.07%2026-03-312026-04-23

BUD ANHEUSER BUSCH INBEV SA NV3.5K shares11.74%2026-03-312026-04-23

SCHF SCHWAB STRATEGIC TR9.9K shares6.94%2026-03-312026-04-23

KVUE KENVUE INC14.2K shares24.61%2026-03-312026-04-23

Sponsored

ASML ASML HLDG NV184 sharesnew addition2026-03-312026-04-23

CITIGROUP INC CITIGROUP INC2.1K shares3.60%2026-03-312026-04-23

TSAKOS ENERGY NAVIGATION LTD TSAKOS ENERGY NAVIGATION LTD6.0K sharesnew addition2026-03-312026-04-23

INTU INTUIT543 shares21.75%2026-03-312026-04-23

DGRO ISHARES TR3.3K shares-9.46%2026-03-312026-04-23

VRTX VERTEX PHARMACEUTICALS INC514 shares4.05%2026-03-312026-04-23

MS MORGAN STANLEY1.4K shares-1.56%2026-03-312026-04-23

MCD MCDONALDS CORP727 shares-17.57%2026-03-312026-04-23

Sponsored

VNQ VANGUARD INDEX FDS2.5K shares6.90%2026-03-312026-04-23

ALB ALBEMARLE CORP1.2K shares-32.84%2026-03-312026-04-23

INTC INTEL CORP5.0K sharesnew addition2026-03-312026-04-23

LITE LUMENTUM HLDGS INC315 sharesnew addition2026-03-312026-04-23

AEP AMERICAN ELEC PWR CO INC1.7K shares-6.10%2026-03-312026-04-23

ADBE ADOBE INC895 shares-6.67%2026-03-312026-04-23

APP APPLOVIN CORP545 shares2.06%2026-03-312026-04-23

LCTU BLACKROCK ETF TRUST3.1K shares-1.56%2026-03-312026-04-23

Sponsored

WST WEST PHARMACEUTICAL SVSC INC860 shares-2.05%2026-03-312026-04-23

GLW CORNING INC1.6K sharesnew addition2026-03-312026-04-23

BLACKSTONE INC BLACKSTONE INC1.9K shares8.74%2026-03-312026-04-23

SLB SLB LIMITED4.2K sharesnew addition2026-03-312026-04-23

LOW LOWES COS INC902 shares-3.63%2026-03-312026-04-23

IJR ISHARES TR1.7K shares0.12%2026-03-312026-04-23

AMT AMERICAN TOWER CORP1.2K shares-24.04%2026-03-312026-04-23

ADSK AUTODESK INC886 shares-22.62%2026-03-312026-04-23

Sponsored

UBER UBER TECHNOLOGIES INC2.9K sharesnew addition2026-03-312026-04-23

IQV IQVIA HLDGS INC1.2K shares0.08%2026-03-312026-04-23

AGG ISHARES TR2.1K shares-46.33%2026-03-312026-04-23

WBD WARNER BROS DISCOVERY INC7.5K sharesnew addition2026-03-312026-04-23

IEMG ISHARES INC2.9K shares-3.08%2026-03-312026-04-23

HLN HALEON PLC16.2K shares4.25%2026-03-312026-04-23

SAN BANCO SANTANDER SA13.3K shares0.94%2026-03-312026-04-23

GAB GABELLI EQUITY TR INC15.2K shares-25.20%2026-03-312026-04-23

Sponsored

CANTON STRATEGIC HOLDINGS IN CANTON STRATEGIC HOLDINGS IN25.3K shares0.00%2026-03-312026-04-23

GABELLI EQUITY TR INC GABELLI EQUITY TR INC15.3K sharesnew addition2026-03-312026-04-23

VANGUARD INDEX FDS

1.38%

Shares85.1K

Event2026-03-31

Filed2026-04-23

COWZ

PACER FDS TR

-0.25%

Shares358.3K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-0.27%

Shares72.9K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-0.07%

Shares74.3K

Event2026-03-31

Filed2026-04-23

EFA

ISHARES TR

0.15%

Shares192.9K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

-1.21%

Shares51.8K

Event2026-03-31

Filed2026-04-23

BND

VANGUARD BD INDEX FDS

-1.02%

Shares222.7K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

1.60%

Shares27.5K

Event2026-03-31

Filed2026-04-23

VIG

VANGUARD SPECIALIZED FUNDS

2.75%

Shares66.5K

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD TAX-MANAGED FDS

1.51%

Shares189.8K

Event2026-03-31

Filed2026-04-23

VYMI

VANGUARD WHITEHALL FDS

1.58%

Shares117.1K

Event2026-03-31

Filed2026-04-23

SCHD

SCHWAB STRATEGIC TR

2.16%

Shares311.6K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-5.90%

Shares24.3K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

-1.61%

Shares44.6K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

0.27%

Shares27.9K

Event2026-03-31

Filed2026-04-23

VYM

VANGUARD WHITEHALL FDS

-1.21%

Shares54.5K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

-1.52%

Shares46.0K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

2.10%

Shares31.7K

Event2026-03-31

Filed2026-04-23

VGT

VANGUARD WORLD FD

2.55%

Shares8.8K

Event2026-03-31

Filed2026-04-23

VTC

VANGUARD SCOTTSDALE FDS

2.16%

Shares78.1K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

-1.49%

Shares34.1K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

1.57%

Shares23.1K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD INDEX FDS

-1.86%

Shares12.6K

Event2026-03-31

Filed2026-04-23

VOE

VANGUARD INDEX FDS

-1.03%

Shares29.7K

Event2026-03-31

Filed2026-04-23

AMAT

APPLIED MATLS INC

0.91%

Shares15.6K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-4.48%

Shares18.3K

Event2026-03-31

Filed2026-04-23

PHILIP MORRIS INTL INC

1.63%

Shares30.6K

Event2026-03-31

Filed2026-04-23

GOVT

ISHARES TR

2.66%

Shares210.6K

Event2026-03-31

Filed2026-04-23

SPMB

SPDR SERIES TRUST

1.86%

Shares204.7K

Event2026-03-31

Filed2026-04-23

IVOG

VANGUARD ADMIRAL FDS INC

0.25%

Shares36.6K

Event2026-03-31

Filed2026-04-23

VCIT

VANGUARD SCOTTSDALE FDS

0.27%

Shares55.3K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

0.70%

Shares14.9K

Event2026-03-31

Filed2026-04-23

VWO

VANGUARD INTL EQUITY INDEX F

1.22%

Shares79.1K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

0.76%

Shares6.3K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION

2.25%

Shares19.8K

Event2026-03-31

Filed2026-04-23

ITOT

ISHARES TR

-0.77%

Shares25.9K

Event2026-03-31

Filed2026-04-23

NEE

NEXTERA ENERGY INC

0.85%

Shares38.5K

Event2026-03-31

Filed2026-04-23

USHY

ISHARES TR

4.43%

Shares96.0K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

10.08%

Shares11.8K

Event2026-03-31

Filed2026-04-23