Sponsored

The Analysis of Empire Financial Management Company, LLC's Holdings & P&L

Currently, Empire Financial Management Company, LLC holds 211 types of securities in its portfolio with a total value $442.3M. In the most recent quarter, they have increased their positions in CRM (+23.8K shares, valued at $4.4M), HON (+17.6K shares, valued at $4.0M), LLY (+2.9K shares, valued at $2.7M); decreased their positions in N/A (-19.5K shares, valued at $5.6M), PFE (-73.0K shares, valued at $2.1M), SLV (-26.5K shares, valued at $1.8M); initiated new positions in CRM (+23.8K shares, valued at $4.4M), NFLX (+23.6K shares, valued at $2.3M), REGN (+1.8K shares, valued at $1.4M).

1M P&L

+10.0M+2.42%

3M P&L

+2.1M+0.51%

HY P&L

+19.7M+4.89%

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/A106.2M

25.4%

2Drug Manufacturers - General30.7M

7.3%

3Banks - Diversified20.4M

4.9%

Top Industries by Stock Count

1N/A66 stocks

34.4%

2Drug Manufacturers - General9 stocks

4.7%

3Utilities - Regulated Electric9 stocks

4.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DSTL ETF SERIES SOLUTIONS256.6K shares3.05%2026-03-312026-05-18

AAPL APPLE INC54.9K shares-9.17%2026-03-312026-05-18

AMZN AMAZON.COM INC58.4K shares-6.25%2026-03-312026-05-18

JPM JPMORGAN CHASE & CO39.2K shares-0.93%2026-03-312026-05-18

LLY ELI LILLY & CO12.4K shares30.89%2026-03-312026-05-18

HON HONEYWELL INTL INC47.4K shares58.86%2026-03-312026-05-18

MSFT MICROSOFT CORP25.2K shares-6.92%2026-03-312026-05-18

BA BOEING CO45.9K shares-0.81%2026-03-312026-05-18

Sponsored

RTX RTX CORPORATION44.1K shares-3.09%2026-03-312026-05-18

ALPHABET INC ALPHABET INC25.5K shares-43.39%2026-03-312026-05-18

ET ENERGY TRANSFER LP360.8K shares13.94%2026-03-312026-05-18

DBMF LITMAN GREGORY FUNDS TRUST213.8K shares1.04%2026-03-312026-05-18

ABBV ABBVIE INC29.5K shares3.47%2026-03-312026-05-18

VNDA VANDA PHARMACEUTICALS INC922.2K shares-16.78%2026-03-312026-05-18

IBM INTERNATIONAL BUSINESS26.0K shares-0.12%2026-03-312026-05-18

BAC BANK OF AMERICA CORP128.2K shares-7.49%2026-03-312026-05-18

Sponsored

FDIV EA SER TR226.6K shares17.63%2026-03-312026-05-18

AVDV AMERICAN CENTURY ETF TRUST60.5K shares10.50%2026-03-312026-05-18

PHYS SPROTT PHYSICAL GOLD TR165.5K shares2.66%2026-03-312026-05-18

GCOW PACER FDS TR111.5K shares5.59%2026-03-312026-05-18

QDPL PACER FUNDS TRUST127.5K shares3.86%2026-03-312026-05-18

CVX CHEVRON CORPORATION24.2K shares2.18%2026-03-312026-05-18

MERCK & CO INC MERCK & CO INC40.0K shares-16.02%2026-03-312026-05-18

CEG CONSTELLATION ENERGY17.1K shares0.00%2026-03-312026-05-18

Sponsored

HGER HARBOR ETF TRUST152.5K shares1.63%2026-03-312026-05-18

HD HOME DEPOT INC14.1K shares6.67%2026-03-312026-05-18

CRM SALESFORCE INC23.8K sharesnew addition2026-03-312026-05-18

DSTX ETF SERIES SOLUTIONS133.0K shares0.55%2026-03-312026-05-18

BROADCOM INC BROADCOM INC13.9K shares0.55%2026-03-312026-05-18

CB CHUBB LTD13.0K shares2.79%2026-03-312026-05-18

CYRX CRYOPORT INC502.6K shares24.44%2026-03-312026-05-18

AMD ADVANCED MICRO DEVICES INC20.2K shares7.00%2026-03-312026-05-18

Sponsored

DUKE ENERGY CORPORATION DUKE ENERGY CORPORATION30.7K shares3.47%2026-03-312026-05-18

AXP AMERICAN EXPRESS COMPANY13.1K shares-12.95%2026-03-312026-05-18

JEPI J P MORGAN EXCHANGE TRADED67.2K shares-1.90%2026-03-312026-05-18

TRV THE TRAVELERS COMPANIES INC12.8K shares-21.38%2026-03-312026-05-18

AMGN AMGEN INC10.4K shares2.50%2026-03-312026-05-18

COP CONOCOPHILLIPS27.5K shares2.56%2026-03-312026-05-18

JEPQ J P MORGAN EXCHANGE-TRADED FD65.3K shares-4.70%2026-03-312026-05-18

JNJ JOHNSON & JOHNSON14.8K shares-8.65%2026-03-312026-05-18

Sponsored

JHSC JOHN HANCOCK EXCHANGE TRADED81.9K shares1.11%2026-03-312026-05-18

MPLX MPLX LP60.3K shares-4.74%2026-03-312026-05-18

HSY HERSHEY COMPANY (THE)16.5K shares3.21%2026-03-312026-05-18

NVDA NVIDIA CORP19.4K shares2.55%2026-03-312026-05-18

PEG PUBLIC SERVICE ENTERPRISE41.4K shares0.00%2026-03-312026-05-18

GS GOLDMAN SACHS GROUP INC3.7K shares-19.53%2026-03-312026-05-18

HAL HALLIBURTON COMPANY80.7K shares2.67%2026-03-312026-05-18

PG PROCTER & GAMBLE CO21.6K shares-6.49%2026-03-312026-05-18

Sponsored

KRMD KORU MEDICAL SYSTEMS INC703.1K shares0.00%2026-03-312026-05-18

KMI KINDER MORGAN INC90.2K shares-6.24%2026-03-312026-05-18

MEDTRONIC PLC MEDTRONIC PLC34.0K shares3.71%2026-03-312026-05-18

EXC EXELON CORPORATION56.7K shares0.00%2026-03-312026-05-18

NSC NORFOLK SOUTHERN CORP9.6K shares2.37%2026-03-312026-05-18

XOM EXXON MOBIL CORP16.0K shares0.00%2026-03-312026-05-18

ADP AUTOMATIC DATA PROCESSING INC13.0K shares0.00%2026-03-312026-05-18

QTRX QUANTERIX CORPORATION736.1K shares19.14%2026-03-312026-05-18

Sponsored

ABT ABBOTT LABORATORIES24.4K shares-14.98%2026-03-312026-05-18

NVS NOVARTIS AG16.0K shares-2.95%2026-03-312026-05-18

XBI SPDR SERIES TRUST19.1K shares4.08%2026-03-312026-05-18

VTI VANGUARD INDEX FUNDS7.4K shares-3.18%2026-03-312026-05-18

NFLX NETFLIX INC23.6K sharesnew addition2026-03-312026-05-18

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.5K shares9.96%2026-03-312026-05-18

QCOM QUALCOMM INC16.4K shares7.76%2026-03-312026-05-18

KO COCA COLA COMPANY27.8K shares0.00%2026-03-312026-05-18

Sponsored

AZO AUTOZONE INC607 shares12.62%2026-03-312026-05-18

J JACOBS SOLUTIONS INC16.1K shares7.60%2026-03-312026-05-18

GOAU ETF SERIES SOLUTIONS44.7K shares-4.35%2026-03-312026-05-18

NEE NEXTERA ENERGY INC21.2K shares-0.33%2026-03-312026-05-18

DPZ DOMINOS PIZZA INC5.3K shares20.09%2026-03-312026-05-18

V VISA INC6.2K shares-1.33%2026-03-312026-05-18

EMR EMERSON ELECTRIC CO14.0K shares2.44%2026-03-312026-05-18

ORCL ORACLE CORPORATION12.0K shares-18.14%2026-03-312026-05-18

Sponsored

UBER UBER TECHNOLOGIES INC24.5K shares3.53%2026-03-312026-05-18

PEP PEPSICO INC11.3K shares0.00%2026-03-312026-05-18

PANW PALO ALTO NETWORKS INC10.9K shares4.51%2026-03-312026-05-18

PFE PFIZER INC57.8K shares-55.80%2026-03-312026-05-18

ED CONSOLIDATED EDISON INC14.1K shares0.00%2026-03-312026-05-18

PAYX PAYCHEX INC17.3K shares9.17%2026-03-312026-05-18

GE AEROSPACE GE AEROSPACE5.6K shares0.00%2026-03-312026-05-18

TMO THERMO FISHER SCIENTIFIC INC3.2K shares8.31%2026-03-312026-05-18

Sponsored

SPY STATE STREET SPDR S&P 500 ETF2.4K shares1.72%2026-03-312026-05-18

WRB BERKLEY W R CORPORATION23.6K shares6.53%2026-03-312026-05-18

AOS A O SMITH CORPORATION23.7K shares6.01%2026-03-312026-05-18

BIP BROOKFIELD INFRASTRUCTURE42.7K shares4.78%2026-03-312026-05-18

SLV ISHARES SILVER SHARES22.0K shares-54.68%2026-03-312026-05-18

DFEM DIMENSIONAL ETF TRUST42.5K shares7.95%2026-03-312026-05-18

BINC BLACKROCK ETF TRUST II27.9K shares1.27%2026-03-312026-05-18

TMB THORNBURG ETF TR56.2K shares1.44%2026-03-312026-05-18

Sponsored

MKC MCCORMICK & CO INC NON-VOTING28.2K shares6.18%2026-03-312026-05-18

REGN REGENERON PHARMACEUTICALS INC1.8K sharesnew addition2026-03-312026-05-18

NU NU HOLDINGS LTD96.6K shares6.13%2026-03-312026-05-18

NDIA GLOBAL X FUNDS51.9K shares10.17%2026-03-312026-05-18

SO SOUTHERN CO13.7K shares0.00%2026-03-312026-05-18

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.8K shares1.17%2026-03-312026-05-18

CAH CARDINAL HEALTH INC6.2K shares0.00%2026-03-312026-05-18

CME CME GROUP INC4.3K shares8.11%2026-03-312026-05-18

Sponsored

GEV GE VERNOVA LLC1.5K shares0.00%2026-03-312026-05-18

RIGL RIGEL PHARMACEUTICALS INC45.4K shares-40.55%2026-03-312026-05-18

COWG PACER FDS TR36.1K shares-0.78%2026-03-312026-05-18

TLSI TRISALUS LIFE SCIENCES INC300.3K shares316.89%2026-03-312026-05-18

COWZ PACER FDS TR19.2K shares0.64%2026-03-312026-05-18

AVRE AMERICAN CENTURY ETF TRUST27.1K shares4.09%2026-03-312026-05-18

T AT&T INC41.0K shares0.00%2026-03-312026-05-18

ASTRAZENECA PLC ASTRAZENECA PLC6.0K sharesnew addition2026-03-312026-05-18

Sponsored

PFFA ETFIS SERIES TRUST I56.6K shares6.16%2026-03-312026-05-18

CL COLGATE PALMOLIVE COMPANY13.5K shares-24.98%2026-03-312026-05-18

LYFT LYFT INC86.5K shares-12.18%2026-03-312026-05-18

ETHOS TECHNOLOGIES INC ETHOS TECHNOLOGIES INC102.5K sharesnew addition2026-03-312026-05-18

CMI CUMMINS INC2.1K shares-0.94%2026-03-312026-05-18

WMT WALMART INC8.9K shares0.00%2026-03-312026-05-18

MS MORGAN STANLEY6.7K shares-0.77%2026-03-312026-05-18

XLK SELECT SECTOR SPDR TRUST8.2K shares-0.29%2026-03-312026-05-18

Sponsored

FEDERAL REALTY INVESTMENT FEDERAL REALTY INVESTMENT9.5K sharesnew addition2026-03-312026-05-18

VZ VERIZON COMMUNICATIONS20.1K shares0.00%2026-03-312026-05-18

MCD MCDONALDS CORP3.2K shares0.90%2026-03-312026-05-18

NOBL PROSHARES S&P 500 DIVIDEND9.4K shares0.10%2026-03-312026-05-18

IDEV ISHARES TRUST11.9K shares-5.13%2026-03-312026-05-18

AEP AMERICAN ELECTRIC POWER7.5K shares0.00%2026-03-312026-05-18

LMT LOCKHEED MARTIN CORP1.6K shares-11.31%2026-03-312026-05-18

DFAC DIMENSIONAL ETF TRUST23.7K shares10.25%2026-03-312026-05-18

Sponsored

ZG ZILLOW GROUP INC20.4K shares-67.77%2026-03-312026-05-18

CSX CSX CORPORATION19.5K shares0.00%2026-03-312026-05-18

XLE SELECT SECTOR SPDR TRUST13.1K shares0.00%2026-03-312026-05-18

MLM MARTIN MARIETTA MATERIALS INC1.4K shares0.00%2026-03-312026-05-18

PSX PHILLIPS 664.3K shares0.00%2026-03-312026-05-18

DIHP DIMENSIONAL ETF TR24.1K shares3.98%2026-03-312026-05-18

DUHP DIMENSIONAL ETF TR20.9K shares2.57%2026-03-312026-05-18

COST COSTCO WHOLESALE CORP-NEW770 shares0.00%2026-03-312026-05-18

Sponsored

IWD ISHARES RUSSELL 1000 VALUE ETF3.6K shares0.00%2026-03-312026-05-18

THW ABRDN WORLD HEALTHCARE FUND63.7K shares3.69%2026-03-312026-05-18

AIG AMERICAN INTERNATIONAL GROUP9.7K shares0.00%2026-03-312026-05-18

CSHI NEOS ETF TRUST14.5K shares12.19%2026-03-312026-05-18

BLACKSTONE INC BLACKSTONE INC6.2K shares-7.89%2026-03-312026-05-18

GLW CORNING INC5.1K shares0.00%2026-03-312026-05-18

PRU PRUDENTIAL FINANCIAL INC7.0K shares0.00%2026-03-312026-05-18

NOC NORTHROP GRUMMAN CORP1.0K shares0.00%2026-03-312026-05-18

Sponsored

AVDE AMERICAN CENTURY ETF TRUST8.0K shares4.91%2026-03-312026-05-18

GSLC GOLDMAN SACHS ETF TRUST5.3K shares-0.73%2026-03-312026-05-18

VUG VANGUARD INDEX FUNDS1.5K shares-0.79%2026-03-312026-05-18

LNT ALLIANT ENERGY CORPORATION9.0K shares0.00%2026-03-312026-05-18

QNITY ELECTRONICS INC QNITY ELECTRONICS INC5.5K shares0.00%2026-03-312026-05-18

YUM YUM BRANDS INC4.0K shares0.00%2026-03-312026-05-18

META META PLATFORMS INC1.1K shares0.65%2026-03-312026-05-18

UNP UNION PACIFIC CORP2.4K shares0.00%2026-03-312026-05-18

Sponsored

JPUS J P MORGAN EXCHANGE TRADED4.4K shares-2.66%2026-03-312026-05-18

ALPS ETF TRUST ALPS ETF TRUST10.8K shares0.00%2026-03-312026-05-18

BDX BECTON DICKINSON & CO3.6K shares17.24%2026-03-312026-05-18

EATON CORPORATION PLC EATON CORPORATION PLC1.6K shares0.00%2026-03-312026-05-18

CVS CVS HEALTH CORPORATION7.6K shares5.88%2026-03-312026-05-18

TEVA TEVA PHARMACEUTICAL18.0K shares0.00%2026-03-312026-05-18

SBUX STARBUCKS CORP6.0K shares0.00%2026-03-312026-05-18

MTG MGIC INVESTMENT CORP-WISC20.3K shares0.00%2026-03-312026-05-18

Sponsored

CLOA BLACKROCK ETF TRUST II10.1K shares14.05%2026-03-312026-05-18

KEY KEYCORP NEW26.0K shares0.00%2026-03-312026-05-18

ALPHABET INC ALPHABET INC1.8K shares-16.99%2026-03-312026-05-18

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC11.0K shares0.00%2026-03-312026-05-18

JPIN J P MORGAN EXCHANGE TRADED7.0K shares0.00%2026-03-312026-05-18

MDLZ MONDELEZ INTERNATIONAL INC8.7K shares-1.14%2026-03-312026-05-18

IWF ISHARES RUSSELL 1000 GROWTH1.2K shares-2.92%2026-03-312026-05-18

D DOMINION ENERGY INC8.0K shares0.00%2026-03-312026-05-18

Sponsored

SCHW CHARLES SCHWAB CORP NEW5.0K sharesnew addition2026-03-312026-05-18

GSK PLC GSK PLC8.2K shares-41.20%2026-03-312026-05-18

DGRO ISHARES TR6.2K shares0.48%2026-03-312026-05-18

MOOD EA SER TR10.2K shares0.00%2026-03-312026-05-18

GILD GILEAD SCIENCES INC3.0K shares0.00%2026-03-312026-05-18

MTUM ISHARES TR1.7K shares-1.99%2026-03-312026-05-18

PPL PPL CORPORATION10.7K shares0.00%2026-03-312026-05-18

MU MICRON TECHNOLOGY INC1.2K sharesnew addition2026-03-312026-05-18

Sponsored

UNILEVER PLC UNILEVER PLC7.0K shares-45.54%2026-03-312026-05-18

GIS GENERAL MILLS INC10.7K sharesnew addition2026-03-312026-05-18

XLV SELECT SECTOR SPDR TRUST2.7K shares-0.86%2026-03-312026-05-18

BMY BRISTOL MYERS SQUIBB CO6.2K shares0.00%2026-03-312026-05-18

BP BP P L C SPONSORED ADR7.9K shares0.00%2026-03-312026-05-18

IQDF FLEXSHARES11.7K shares-0.42%2026-03-312026-05-18

PPG PPG INDUSTRIES INC3.4K shares0.00%2026-03-312026-05-18

BWXT BWX TECHNOLOGIES INC1.8K shares1.72%2026-03-312026-05-18

Sponsored

VRT VERTIV HOLDINGS LLC1.4K shares-0.42%2026-03-312026-05-18

JHPI JOHN HANCOCK EXCHANGE TRADED15.1K shares0.07%2026-03-312026-05-18

MELI MERCADOLIBRE INC196 shares17.37%2026-03-312026-05-18

SRE SEMPRA3.4K shares0.00%2026-03-312026-05-18

ENB ENBRIDGE INC6.0K shares0.00%2026-03-312026-05-18

CSCO CISCO SYSTEMS INC4.1K shares0.00%2026-03-312026-05-18

SCHD SCHWAB STRATEGIC TR9.8K shares-0.76%2026-03-312026-05-18

ROE EA SERIES TRUST ASTORIA US8.3K shares0.60%2026-03-312026-05-18

Sponsored

GLD SPDR GOLD TR680 shares0.00%2026-03-312026-05-18

AVUV AMERICAN CENTURY ETF TRUST2.6K shares18.52%2026-03-312026-05-18

IVV ISHARES CORE S&P 500 ETF427 shares0.00%2026-03-312026-05-18

HEGD LISTED FDS TR11.1K shares12.08%2026-03-312026-05-18

EBAY EBAY INC3.0K shares0.00%2026-03-312026-05-18

WBD WARNER BROS DISCOVERY INC9.8K shares0.00%2026-03-312026-05-18

BR BROADRIDGE FINANCIAL SOLUTIONS1.6K shares0.00%2026-03-312026-05-18

CITIGROUP INC CITIGROUP INC2.3K shares0.00%2026-03-312026-05-18

Sponsored

TXUE THORNBURG ETF TR8.0K shares6.67%2026-03-312026-05-18

JMBS JANUS DETROIT STREET TRUST5.7K shares24.61%2026-03-312026-05-18

BUG GLOBAL X FDS10.1K shares0.00%2026-03-312026-05-18

ICOW PACER FDS TR5.8K shares0.00%2026-03-312026-05-18

QDF FLEXSHARES TR3.1K shares1.60%2026-03-312026-05-18

EW EDWARDS LIFESCIENCES CORP3.0K shares0.00%2026-03-312026-05-18

IWV ISHARES RUSSELL 3000 ETF634 shares0.00%2026-03-312026-05-18

DFIC DIMENSIONAL ETF TR6.6K shares8.20%2026-03-312026-05-18

Sponsored

ESG FLEXSHARES TR1.5K shares0.00%2026-03-312026-05-18

WMB WILLIAMS COMPANIES INC3.1K sharesnew addition2026-03-312026-05-18

REGL PROSHARES TRUST2.6K shares4.08%2026-03-312026-05-18

GM GENERAL MOTORS COMPANY3.0K shares0.00%2026-03-312026-05-18

PNW PINNACLE WEST CAPITAL CORP2.2K sharesnew addition2026-03-312026-05-18

USB US BANCORP DEL4.2K shares1.64%2026-03-312026-05-18

SLM SLM CORPORATION10.1K shares0.00%2026-03-312026-05-18

EQIX EQUINIX INC212 sharesnew addition2026-03-312026-05-18

Sponsored

IDV ISHARES TRUST4.9K sharesnew addition2026-03-312026-05-18

FIX COMFORT SYSTEMS USA INC150 sharesnew addition2026-03-312026-05-18

ETR ENTERGY CORP NEW1.8K sharesnew addition2026-03-312026-05-18

DSTL

ETF SERIES SOLUTIONS

3.05%

Shares256.6K

Event2026-03-31

Filed2026-05-18

AAPL

APPLE INC

-9.17%

Shares54.9K

Event2026-03-31

Filed2026-05-18

AMZN

AMAZON.COM INC

-6.25%

Shares58.4K

Event2026-03-31

Filed2026-05-18

JPM

JPMORGAN CHASE & CO

-0.93%

Shares39.2K

Event2026-03-31

Filed2026-05-18

LLY

ELI LILLY & CO

30.89%

Shares12.4K

Event2026-03-31

Filed2026-05-18

HON

HONEYWELL INTL INC

58.86%

Shares47.4K

Event2026-03-31

Filed2026-05-18

MSFT

MICROSOFT CORP

-6.92%

Shares25.2K

Event2026-03-31

Filed2026-05-18

BOEING CO

-0.81%

Shares45.9K

Event2026-03-31

Filed2026-05-18

RTX

RTX CORPORATION

-3.09%

Shares44.1K

Event2026-03-31

Filed2026-05-18

ALPHABET INC

-43.39%

Shares25.5K

Event2026-03-31

Filed2026-05-18

ENERGY TRANSFER LP

13.94%

Shares360.8K

Event2026-03-31

Filed2026-05-18

DBMF

LITMAN GREGORY FUNDS TRUST

1.04%

Shares213.8K

Event2026-03-31

Filed2026-05-18

ABBV

ABBVIE INC

3.47%

Shares29.5K

Event2026-03-31

Filed2026-05-18

VNDA

VANDA PHARMACEUTICALS INC

-16.78%

Shares922.2K

Event2026-03-31

Filed2026-05-18

IBM

INTERNATIONAL BUSINESS

-0.12%

Shares26.0K

Event2026-03-31

Filed2026-05-18

BAC

BANK OF AMERICA CORP

-7.49%

Shares128.2K

Event2026-03-31

Filed2026-05-18

FDIV

EA SER TR

17.63%

Shares226.6K

Event2026-03-31

Filed2026-05-18

AVDV

AMERICAN CENTURY ETF TRUST

10.50%

Shares60.5K

Event2026-03-31

Filed2026-05-18

PHYS

SPROTT PHYSICAL GOLD TR

2.66%

Shares165.5K

Event2026-03-31

Filed2026-05-18

GCOW

PACER FDS TR

5.59%

Shares111.5K

Event2026-03-31

Filed2026-05-18

QDPL

PACER FUNDS TRUST

3.86%

Shares127.5K

Event2026-03-31

Filed2026-05-18

CVX

CHEVRON CORPORATION

2.18%

Shares24.2K

Event2026-03-31

Filed2026-05-18

MERCK & CO INC

-16.02%

Shares40.0K

Event2026-03-31

Filed2026-05-18

CEG

CONSTELLATION ENERGY

0.00%

Shares17.1K

Event2026-03-31

Filed2026-05-18

HGER

HARBOR ETF TRUST

1.63%

Shares152.5K

Event2026-03-31

Filed2026-05-18

HOME DEPOT INC

6.67%

Shares14.1K

Event2026-03-31

Filed2026-05-18

CRM

SALESFORCE INC

New

Shares23.8K

Event2026-03-31

Filed2026-05-18

DSTX

ETF SERIES SOLUTIONS

0.55%

Shares133.0K

Event2026-03-31

Filed2026-05-18

BROADCOM INC

0.55%

Shares13.9K

Event2026-03-31

Filed2026-05-18

CHUBB LTD

2.79%

Shares13.0K

Event2026-03-31

Filed2026-05-18

CYRX

CRYOPORT INC

24.44%

Shares502.6K

Event2026-03-31

Filed2026-05-18

AMD

ADVANCED MICRO DEVICES INC

7.00%

Shares20.2K

Event2026-03-31

Filed2026-05-18

DUKE ENERGY CORPORATION

3.47%

Shares30.7K

Event2026-03-31

Filed2026-05-18

AXP

AMERICAN EXPRESS COMPANY

-12.95%

Shares13.1K

Event2026-03-31

Filed2026-05-18

JEPI

J P MORGAN EXCHANGE TRADED

-1.90%

Shares67.2K

Event2026-03-31

Filed2026-05-18

TRV

THE TRAVELERS COMPANIES INC

-21.38%

Shares12.8K

Event2026-03-31

Filed2026-05-18

AMGN

AMGEN INC

2.50%

Shares10.4K

Event2026-03-31

Filed2026-05-18

COP

CONOCOPHILLIPS

2.56%

Shares27.5K

Event2026-03-31

Filed2026-05-18

JEPQ

J P MORGAN EXCHANGE-TRADED FD

-4.70%

Shares65.3K

Event2026-03-31

Filed2026-05-18

JNJ

JOHNSON & JOHNSON

-8.65%

Shares14.8K

Event2026-03-31

Filed2026-05-18

JHSC

JOHN HANCOCK EXCHANGE TRADED

1.11%

Shares81.9K

Event2026-03-31

Filed2026-05-18

MPLX

MPLX LP

-4.74%

Shares60.3K

Event2026-03-31

Filed2026-05-18

HSY

HERSHEY COMPANY (THE)

3.21%

Shares16.5K

Event2026-03-31

Filed2026-05-18

NVDA

NVIDIA CORP

2.55%

Shares19.4K

Event2026-03-31

Filed2026-05-18

PEG

PUBLIC SERVICE ENTERPRISE

0.00%

Shares41.4K

Event2026-03-31

Filed2026-05-18

GOLDMAN SACHS GROUP INC

-19.53%

Shares3.7K

Event2026-03-31

Filed2026-05-18

HAL

HALLIBURTON COMPANY

2.67%

Shares80.7K

Event2026-03-31

Filed2026-05-18

PROCTER & GAMBLE CO

-6.49%

Shares21.6K

Event2026-03-31

Filed2026-05-18

KRMD

KORU MEDICAL SYSTEMS INC

0.00%

Shares703.1K

Event2026-03-31

Filed2026-05-18

KMI

KINDER MORGAN INC

-6.24%

Shares90.2K

Event2026-03-31

Filed2026-05-18

MEDTRONIC PLC

3.71%

Shares34.0K

Event2026-03-31

Filed2026-05-18

EXC

EXELON CORPORATION

0.00%

Shares56.7K

Event2026-03-31

Filed2026-05-18

NSC

NORFOLK SOUTHERN CORP

2.37%

Shares9.6K

Event2026-03-31

Filed2026-05-18

XOM

EXXON MOBIL CORP

0.00%

Shares16.0K

Event2026-03-31

Filed2026-05-18

ADP

AUTOMATIC DATA PROCESSING INC

0.00%

Shares13.0K

Event2026-03-31

Filed2026-05-18

QTRX

QUANTERIX CORPORATION

19.14%

Shares736.1K

Event2026-03-31

Filed2026-05-18

ABT

ABBOTT LABORATORIES

-14.98%

Shares24.4K

Event2026-03-31

Filed2026-05-18

NVS

NOVARTIS AG

-2.95%

Shares16.0K

Event2026-03-31

Filed2026-05-18

XBI

SPDR SERIES TRUST

4.08%

Shares19.1K

Event2026-03-31

Filed2026-05-18

VTI

VANGUARD INDEX FUNDS

-3.18%

Shares7.4K

Event2026-03-31

Filed2026-05-18

NFLX

NETFLIX INC

New

Shares23.6K

Event2026-03-31

Filed2026-05-18

BERKSHIRE HATHAWAY INC DEL

9.96%

Shares4.5K

Event2026-03-31

Filed2026-05-18

QCOM

QUALCOMM INC

7.76%

Shares16.4K

Event2026-03-31

Filed2026-05-18

COCA COLA COMPANY

0.00%

Shares27.8K

Event2026-03-31

Filed2026-05-18

AZO

AUTOZONE INC

12.62%

Shares607

Event2026-03-31

Filed2026-05-18

JACOBS SOLUTIONS INC

7.60%

Shares16.1K

Event2026-03-31

Filed2026-05-18

GOAU

ETF SERIES SOLUTIONS

-4.35%

Shares44.7K

Event2026-03-31

Filed2026-05-18

NEE

NEXTERA ENERGY INC

-0.33%

Shares21.2K

Event2026-03-31

Filed2026-05-18

DPZ

DOMINOS PIZZA INC

20.09%

Shares5.3K

Event2026-03-31

Filed2026-05-18

VISA INC

-1.33%

Shares6.2K

Event2026-03-31

Filed2026-05-18

EMR

EMERSON ELECTRIC CO

2.44%

Shares14.0K

Event2026-03-31

Filed2026-05-18

ORCL

ORACLE CORPORATION

-18.14%

Shares12.0K

Event2026-03-31

Filed2026-05-18

UBER

UBER TECHNOLOGIES INC

3.53%

Shares24.5K

Event2026-03-31

Filed2026-05-18

PEP

PEPSICO INC

0.00%

Shares11.3K

Event2026-03-31

Filed2026-05-18

PANW

PALO ALTO NETWORKS INC

4.51%

Shares10.9K

Event2026-03-31

Filed2026-05-18

PFE

PFIZER INC

-55.80%

Shares57.8K

Event2026-03-31

Filed2026-05-18

CONSOLIDATED EDISON INC

0.00%

Shares14.1K

Event2026-03-31

Filed2026-05-18

PAYX

PAYCHEX INC

9.17%

Shares17.3K

Event2026-03-31

Filed2026-05-18

GE AEROSPACE

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-18

TMO

THERMO FISHER SCIENTIFIC INC

8.31%

Shares3.2K

Event2026-03-31

Filed2026-05-18

SPY

STATE STREET SPDR S&P 500 ETF

1.72%

Shares2.4K

Event2026-03-31

Filed2026-05-18

WRB

BERKLEY W R CORPORATION

6.53%

Shares23.6K

Event2026-03-31

Filed2026-05-18

AOS

A O SMITH CORPORATION

6.01%

Shares23.7K

Event2026-03-31

Filed2026-05-18

BIP

BROOKFIELD INFRASTRUCTURE

4.78%

Shares42.7K

Event2026-03-31

Filed2026-05-18

SLV

ISHARES SILVER SHARES

-54.68%

Shares22.0K

Event2026-03-31

Filed2026-05-18

DFEM

DIMENSIONAL ETF TRUST

7.95%

Shares42.5K

Event2026-03-31

Filed2026-05-18

BINC

BLACKROCK ETF TRUST II

1.27%

Shares27.9K

Event2026-03-31

Filed2026-05-18

TMB

THORNBURG ETF TR

1.44%

Shares56.2K

Event2026-03-31

Filed2026-05-18

MKC

MCCORMICK & CO INC NON-VOTING

6.18%

Shares28.2K

Event2026-03-31

Filed2026-05-18

REGN

REGENERON PHARMACEUTICALS INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-18

NU HOLDINGS LTD

6.13%

Shares96.6K

Event2026-03-31

Filed2026-05-18

NDIA

GLOBAL X FUNDS

10.17%

Shares51.9K

Event2026-03-31

Filed2026-05-18

SOUTHERN CO

0.00%

Shares13.7K

Event2026-03-31

Filed2026-05-18

GENERAL DYNAMICS CORP

1.17%

Shares3.8K

Event2026-03-31

Filed2026-05-18

CAH

CARDINAL HEALTH INC

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-18

CME

CME GROUP INC

8.11%

Shares4.3K

Event2026-03-31

Filed2026-05-18

GEV

GE VERNOVA LLC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-18

RIGL

RIGEL PHARMACEUTICALS INC

-40.55%

Shares45.4K

Event2026-03-31

Filed2026-05-18

COWG

PACER FDS TR

-0.78%

Shares36.1K

Event2026-03-31

Filed2026-05-18

TLSI

TRISALUS LIFE SCIENCES INC

316.89%

Shares300.3K

Event2026-03-31

Filed2026-05-18

COWZ

PACER FDS TR

0.64%

Shares19.2K

Event2026-03-31

Filed2026-05-18

AVRE

AMERICAN CENTURY ETF TRUST

4.09%

Shares27.1K

Event2026-03-31

Filed2026-05-18

AT&T INC

0.00%

Shares41.0K

Event2026-03-31

Filed2026-05-18

ASTRAZENECA PLC

New

Shares6.0K

Event2026-03-31

Filed2026-05-18

PFFA

ETFIS SERIES TRUST I

6.16%

Shares56.6K

Event2026-03-31

Filed2026-05-18

COLGATE PALMOLIVE COMPANY

-24.98%

Shares13.5K

Event2026-03-31

Filed2026-05-18

LYFT

LYFT INC

-12.18%

Shares86.5K

Event2026-03-31

Filed2026-05-18

ETHOS TECHNOLOGIES INC

New

Shares102.5K

Event2026-03-31

Filed2026-05-18

CMI

CUMMINS INC

-0.94%

Shares2.1K

Event2026-03-31

Filed2026-05-18

WMT

WALMART INC

0.00%

Shares8.9K

Event2026-03-31

Filed2026-05-18

MORGAN STANLEY

-0.77%

Shares6.7K

Event2026-03-31

Filed2026-05-18

XLK

SELECT SECTOR SPDR TRUST

-0.29%

Shares8.2K

Event2026-03-31

Filed2026-05-18

FEDERAL REALTY INVESTMENT

New

Shares9.5K

Event2026-03-31

Filed2026-05-18

VERIZON COMMUNICATIONS

0.00%

Shares20.1K

Event2026-03-31

Filed2026-05-18

MCD

MCDONALDS CORP

0.90%

Shares3.2K

Event2026-03-31

Filed2026-05-18

NOBL

PROSHARES S&P 500 DIVIDEND

0.10%

Shares9.4K

Event2026-03-31

Filed2026-05-18

IDEV

ISHARES TRUST

-5.13%

Shares11.9K

Event2026-03-31

Filed2026-05-18

AEP

AMERICAN ELECTRIC POWER

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-18

LMT

LOCKHEED MARTIN CORP

-11.31%

Shares1.6K

Event2026-03-31

Filed2026-05-18

DFAC

DIMENSIONAL ETF TRUST

10.25%

Shares23.7K

Event2026-03-31

Filed2026-05-18

ZILLOW GROUP INC

-67.77%

Shares20.4K

Event2026-03-31

Filed2026-05-18

CSX

CSX CORPORATION

0.00%

Shares19.5K

Event2026-03-31

Filed2026-05-18

XLE

SELECT SECTOR SPDR TRUST

0.00%

Shares13.1K

Event2026-03-31

Filed2026-05-18

MLM

MARTIN MARIETTA MATERIALS INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-18

PSX

PHILLIPS 66

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-18

DIHP

DIMENSIONAL ETF TR

3.98%

Shares24.1K

Event2026-03-31

Filed2026-05-18

DUHP

DIMENSIONAL ETF TR

2.57%

Shares20.9K

Event2026-03-31

Filed2026-05-18

COST

COSTCO WHOLESALE CORP-NEW

0.00%

Shares770

Event2026-03-31

Filed2026-05-18

IWD

ISHARES RUSSELL 1000 VALUE ETF

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-18

THW

ABRDN WORLD HEALTHCARE FUND

3.69%

Shares63.7K

Event2026-03-31

Filed2026-05-18

AIG

AMERICAN INTERNATIONAL GROUP

0.00%

Shares9.7K

Event2026-03-31

Filed2026-05-18

CSHI

NEOS ETF TRUST

12.19%

Shares14.5K

Event2026-03-31

Filed2026-05-18

BLACKSTONE INC

-7.89%

Shares6.2K

Event2026-03-31

Filed2026-05-18

GLW

CORNING INC

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-18

PRU

PRUDENTIAL FINANCIAL INC

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-18

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-18

AVDE

AMERICAN CENTURY ETF TRUST

4.91%

Shares8.0K

Event2026-03-31

Filed2026-05-18

GSLC

GOLDMAN SACHS ETF TRUST

-0.73%

Shares5.3K

Event2026-03-31

Filed2026-05-18

VUG

VANGUARD INDEX FUNDS

-0.79%

Shares1.5K

Event2026-03-31

Filed2026-05-18

LNT

ALLIANT ENERGY CORPORATION

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-18

QNITY ELECTRONICS INC

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-18

YUM

YUM BRANDS INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-18