Sponsored

The Analysis of Essex Financial Services, Inc.'s Holdings & P&L

Currently, Essex Financial Services, Inc. holds 794 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in INFL (+70.9K shares, valued at $3.7M), PYLD (+138.6K shares, valued at $3.6M), VYMI (+32.6K shares, valued at $3.1M); decreased their positions in GLD (-2.5K shares, valued at $1.1M), ADM (-11.5K shares, valued at $837.9K), SLV (-11.5K shares, valued at $782.0K); initiated new positions in N/A (+40.9K shares, valued at $1.1M), N/A (+5.1K shares, valued at $1.0M), FENY (+21.7K shares, valued at $739.0K).

1M P&L

+41.2M+2.57%

3M P&L

-246.6M-13.05%

HY P&L

-190.7M-10.39%

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/A811.7M

52.5%

2Consumer Electronics82.1M

5.3%

3Drug Manufacturers - General58.0M

3.8%

Top Industries by Stock Count

1N/A324 stocks

44.8%

2Software - Application17 stocks

2.3%

3Oil & Gas Midstream17 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC323.7K shares0.50%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR99.1K shares-0.04%2026-03-312026-04-24

MSFT MICROSOFT CORP105.3K shares1.11%2026-03-312026-04-24

VOOG VANGUARD ADMIRAL FDS INC89.6K shares-0.53%2026-03-312026-04-24

GLD SPDR GOLD TR79.6K shares-2.99%2026-03-312026-04-24

NVDA NVIDIA CORPORATION184.7K shares1.11%2026-03-312026-04-24

ALPHABET INC ALPHABET INC111.8K shares-0.74%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T47.3K shares-1.43%2026-03-312026-04-24

Sponsored

IVV ISHARES TR39.4K shares0.79%2026-03-312026-04-24

VYM VANGUARD WHITEHALL FDS171.6K shares0.58%2026-03-312026-04-24

PYLD PIMCO ETF TR950.3K shares17.07%2026-03-312026-04-24

XOM EXXON MOBIL CORP137.8K shares0.18%2026-03-312026-04-24

AMZN AMAZON COM INC112.0K shares2.31%2026-03-312026-04-24

TPL TEXAS PACIFIC LAND CORPORATI47.8K shares5.08%2026-03-312026-04-24

LLY ELI LILLY & CO23.2K shares0.03%2026-03-312026-04-24

ITOT ISHARES TR132.3K shares-0.42%2026-03-312026-04-24

Sponsored

JPM JPMORGAN CHASE & CO63.9K shares-0.87%2026-03-312026-04-24

JPST J P MORGAN EXCHANGE TRADED F358.7K shares15.75%2026-03-312026-04-24

VTV VANGUARD INDEX FDS86.0K shares1.32%2026-03-312026-04-24

RECS COLUMBIA ETF TR I422.2K shares18.23%2026-03-312026-04-24

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T83.3K shares0.19%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL33.1K shares-1.39%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON61.1K shares-0.98%2026-03-312026-04-24

ALPHABET INC ALPHABET INC51.4K shares-1.21%2026-03-312026-04-24

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP405.0K shares0.69%2026-03-312026-04-24

RTX RTX CORPORATION73.1K shares0.08%2026-03-312026-04-24

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T275.8K shares7.82%2026-03-312026-04-24

MINT PIMCO ETF TR129.5K shares-0.26%2026-03-312026-04-24

NOBL PROSHARES TR114.2K shares1.30%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS54.4K shares-0.78%2026-03-312026-04-24

CGDV CAPITAL GROUP DIVIDEND VALUE269.2K shares4.06%2026-03-312026-04-24

VTI VANGUARD INDEX FDS35.3K shares2.04%2026-03-312026-04-24

Sponsored

TSLA TESLA INC27.9K shares-0.27%2026-03-312026-04-24

SPHQ INVESCO EXCHANGE TRADED FD T137.1K shares3.70%2026-03-312026-04-24

DGRO ISHARES TR144.3K shares-4.62%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS155.2K shares14.19%2026-03-312026-04-24

CODI COMPASS DIVERSIFIED1.2M shares-0.38%2026-03-312026-04-24

CGUS CAPITAL GROUP CORE EQUITY ET255.4K shares1.73%2026-03-312026-04-24

VUG VANGUARD INDEX FDS22.2K shares0.19%2026-03-312026-04-24

CVX CHEVRON CORPORATION46.9K shares0.96%2026-03-312026-04-24

Sponsored

JBND J P MORGAN EXCHANGE TRADED F170.4K shares7.64%2026-03-312026-04-24

META META PLATFORMS INC16.0K shares3.76%2026-03-312026-04-24

CAT CATERPILLAR INC12.7K shares-0.49%2026-03-312026-04-24

BILZ PIMCO ETF TR88.0K shares8.06%2026-03-312026-04-24

PG PROCTER & GAMBLE CO59.6K shares-2.08%2026-03-312026-04-24

VO VANGUARD INDEX FDS28.5K shares-0.58%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS33.7K shares0.42%2026-03-312026-04-24

ABBV ABBVIE INC37.5K shares0.05%2026-03-312026-04-24

Sponsored

TCAF T ROWE PRICE ETF INC225.2K shares3.58%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE28.1K shares0.67%2026-03-312026-04-24

CGBL CAPITAL GROUP CORE BALANCED217.3K shares32.79%2026-03-312026-04-24

V VISA INC24.7K shares-1.81%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS11.9K shares4.44%2026-03-312026-04-24

VYMI VANGUARD WHITEHALL FDS75.0K shares76.65%2026-03-312026-04-24

USMV ISHARES TR76.2K shares-0.14%2026-03-312026-04-24

VB VANGUARD INDEX FDS26.9K shares6.58%2026-03-312026-04-24

Sponsored

KO COCA COLA CO92.1K shares-0.95%2026-03-312026-04-24

WMT WALMART INC53.6K shares-0.66%2026-03-312026-04-24

PVAL PUTNAM ETF TRUST141.8K shares22.18%2026-03-312026-04-24

IJH ISHARES TR97.0K shares-0.02%2026-03-312026-04-24

JCPB J P MORGAN EXCHANGE TRADED F138.9K shares74.12%2026-03-312026-04-24

BRK.A BERKSHIRE HATHAWAY INC DEL9 shares0.00%2026-03-312026-04-24

GEV GE VERNOVA INC7.3K shares4.45%2026-03-312026-04-24

STRV EA SERIES TRUST148.5K shares-2.40%2026-03-312026-04-24

Sponsored

GLDM WORLD GOLD TR66.8K shares-2.31%2026-03-312026-04-24

TJX TJX COS INC NEW38.8K shares2.31%2026-03-312026-04-24

BROADCOM INC BROADCOM INC19.5K shares1.70%2026-03-312026-04-24

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II81.2K shares2.45%2026-03-312026-04-24

SDY SPDR SERIES TRUST39.9K shares-0.73%2026-03-312026-04-24

IWR ISHARES TR59.5K shares-3.63%2026-03-312026-04-24

BAC BANK AMERICA CORP117.6K shares-1.08%2026-03-312026-04-24

PMBS PIMCO ETF TR110.2K shares38.95%2026-03-312026-04-24

Sponsored

MERCK & CO INC MERCK & CO INC44.2K shares1.07%2026-03-312026-04-24

CSCO CISCO SYS INC67.5K shares-1.83%2026-03-312026-04-24

IWF ISHARES TR12.2K shares-1.21%2026-03-312026-04-24

PFE PFIZER INC184.4K shares0.65%2026-03-312026-04-24

LDUR PIMCO ETF TR53.0K shares8.00%2026-03-312026-04-24

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP14.2K shares-0.36%2026-03-312026-04-24

PM PHILIP MORRIS INTL INC29.5K shares-2.26%2026-03-312026-04-24

JEPI J P MORGAN EXCHANGE TRADED F86.0K shares12.74%2026-03-312026-04-24

Sponsored

JMST J P MORGAN EXCHANGE TRADED F95.2K shares1.28%2026-03-312026-04-24

INFL LISTED FDS TR92.2K shares332.14%2026-03-312026-04-24

IUSG ISHARES TR30.6K shares1.13%2026-03-312026-04-24

RWL INVESCO EXCH TRADED FD TR II41.2K shares7.84%2026-03-312026-04-24

ASML ASML HLDG NV3.6K shares-2.29%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION4.7K shares4.70%2026-03-312026-04-24

FDVV FIDELITY COVINGTON TRUST83.3K shares0.18%2026-03-312026-04-24

CGGR CAPITAL GROUP GROWTH ETF112.4K shares8.21%2026-03-312026-04-24

Sponsored

HD HOME DEPOT INC13.5K shares0.59%2026-03-312026-04-24

DE DEERE & CO7.7K shares-4.24%2026-03-312026-04-24

LMT LOCKHEED MARTIN CORP7.2K shares0.77%2026-03-312026-04-24

TMSL T ROWE PRICE ETF INC118.2K shares11.92%2026-03-312026-04-24

FBND FIDELITY MERRIMACK STR TR94.3K shares-8.43%2026-03-312026-04-24

PAAA PGIM ETF TR83.9K shares-3.81%2026-03-312026-04-24

BLFY BLUE FOUNDRY BANCORP321.3K shares-1.52%2026-03-312026-04-24

NEE NEXTERA ENERGY INC43.6K shares3.40%2026-03-312026-04-24

Sponsored

TMO THERMO FISHER SCIENTIFIC INC8.2K shares4.92%2026-03-312026-04-24

FEOE RBB FUND TRUST79.1K shares70.36%2026-03-312026-04-24

PEP PEPSICO INC25.3K shares-1.31%2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC4.6K shares0.94%2026-03-312026-04-24

FBCG FIDELITY COVINGTON TRUST77.7K shares1.38%2026-03-312026-04-24

WPM WHEATON PRECIOUS METALS CORP29.6K shares-5.03%2026-03-312026-04-24

SO SOUTHERN CO39.6K shares-1.26%2026-03-312026-04-24

MCD MCDONALDS CORP12.2K shares-2.01%2026-03-312026-04-24

Sponsored

IWD ISHARES TR17.7K shares-0.51%2026-03-312026-04-24

IEFA ISHARES TR41.2K shares12.48%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC70.3K shares0.98%2026-03-312026-04-24

IWP ISHARES TR27.5K shares0.99%2026-03-312026-04-24

VBR VANGUARD INDEX FDS16.1K shares-1.49%2026-03-312026-04-24

CMI CUMMINS INC6.4K shares-0.02%2026-03-312026-04-24

VXUS VANGUARD STAR FDS44.6K shares8.35%2026-03-312026-04-24

QUS SPDR SERIES TRUST19.9K shares-0.35%2026-03-312026-04-24

Sponsored

TBUX T ROWE PRICE ETF INC67.3K shares65.83%2026-03-312026-04-24

BILS SPDR SERIES TRUST33.6K shares10.11%2026-03-312026-04-24

DVY ISHARES TR21.9K shares0.00%2026-03-312026-04-24

ALPS ETF TR ALPS ETF TR62.6K shares35.58%2026-03-312026-04-24

REGL PROSHARES TR38.1K shares-3.48%2026-03-312026-04-24

VGT VANGUARD WORLD FD4.7K shares-3.40%2026-03-312026-04-24

BOND PIMCO ETF TR35.6K shares13.02%2026-03-312026-04-24

FTCS FIRST TR EXCHANGE-TRADED FD35.0K shares0.19%2026-03-312026-04-24

Sponsored

ORCL ORACLE CORP22.0K shares-6.28%2026-03-312026-04-24

BMY BRISTOL-MYERS SQUIBB CO53.0K shares-3.08%2026-03-312026-04-24

CGMM CAPITAL GROUP EQUITY ETF TR108.4K shares16.51%2026-03-312026-04-24

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO59.7K shares6.76%2026-03-312026-04-24

EATON CORP PLC EATON CORP PLC8.8K shares2.22%2026-03-312026-04-24

IJR ISHARES TR25.0K shares-3.20%2026-03-312026-04-24

LNG CHENIERE ENERGY INC10.8K shares-10.09%2026-03-312026-04-24

ROP ROPER TECHNOLOGIES INC8.6K shares-1.90%2026-03-312026-04-24

Sponsored

BLACKSTONE INC BLACKSTONE INC26.4K shares-1.56%2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC8.9K shares10.01%2026-03-312026-04-24

UNP UNION PAC CORP12.4K shares0.22%2026-03-312026-04-24

ALAB ASTERA LABS INC27.2K shares4.16%2026-03-312026-04-24

TCAL T ROWE PRICE ETF INC132.0K shares9.03%2026-03-312026-04-24

IVW ISHARES TR26.1K shares-2.07%2026-03-312026-04-24

AAAU GOLDMAN SACHS PHYSICAL GOLD63.2K shares-0.29%2026-03-312026-04-24

QQQM INVESCO EXCH TRADED FD TR II12.3K shares1.01%2026-03-312026-04-24

Sponsored

IWM ISHARES TR11.5K shares1.29%2026-03-312026-04-24

QQQJ INVESCO EXCH TRADED FD TR II77.1K shares0.02%2026-03-312026-04-24

IXUS ISHARES TR31.9K shares2.84%2026-03-312026-04-24

HON HONEYWELL INTL INC12.0K shares-10.75%2026-03-312026-04-24

MO ALTRIA GROUP INC40.0K shares0.82%2026-03-312026-04-24

MCK MCKESSON CORP3.0K shares5.03%2026-03-312026-04-24

NFLX NETFLIX INC.27.3K shares5.56%2026-03-312026-04-24

T AT&T INC90.3K shares2.85%2026-03-312026-04-24

Sponsored

THE CIGNA GROUP THE CIGNA GROUP9.8K shares1.91%2026-03-312026-04-24

RAAX VANECK ETF TRUST63.8K shares3.24%2026-03-312026-04-24

ISPY PROSHARES TR58.8K shares5.40%2026-03-312026-04-24

AIRR FIRST TR EXCHANGE TRADED FD22.9K shares3.62%2026-03-312026-04-24

ABT ABBOTT LABORATORIES24.6K shares-2.94%2026-03-312026-04-24

SOXX ISHARES TR7.7K shares-2.71%2026-03-312026-04-24

NFLT ETFIS SER TR I108.9K shares31.61%2026-03-312026-04-24

TCHP T ROWE PRICE ETF INC55.6K shares9.16%2026-03-312026-04-24

Sponsored

AMGN AMGEN INC6.9K shares-1.65%2026-03-312026-04-24

BABA ALIBABA GROUP HLDG LTD19.1K shares-0.22%2026-03-312026-04-24

SCHD SCHWAB STRATEGIC TR77.3K shares40.71%2026-03-312026-04-24

VOOV VANGUARD ADMIRAL FDS INC11.6K shares-3.77%2026-03-312026-04-24

DIA STATE STR SPDR DOW JONES IND5.1K shares0.06%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC16.0K shares14.98%2026-03-312026-04-24

DFLV DIMENSIONAL ETF TRUST65.1K shares3.62%2026-03-312026-04-24

TRV TRAVELERS COMPANIES INC7.9K shares0.19%2026-03-312026-04-24

Sponsored

IWB ISHARES TR6.3K shares-0.46%2026-03-312026-04-24

CARR CARRIER GLOBAL CORPORATION39.4K shares-3.79%2026-03-312026-04-24

DIS DISNEY WALT CO22.9K shares-2.58%2026-03-312026-04-24

PKW INVESCO EXCHANGE TRADED FD T16.2K shares0.39%2026-03-312026-04-24

PNC PNC FINL SVCS GROUP INC10.2K shares-1.21%2026-03-312026-04-24

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW16.1K shares-1.87%2026-03-312026-04-24

VFH VANGUARD WORLD FD17.4K shares-2.46%2026-03-312026-04-24

FUND SPROTT FOCUS TR INC218.6K shares0.46%2026-03-312026-04-24

Sponsored

VCSH VANGUARD SCOTTSDALE FDS26.2K shares4.40%2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC7.6K shares-5.85%2026-03-312026-04-24

O REALTY INCOME CORP32.9K shares5.39%2026-03-312026-04-24

CITIGROUP INC CITIGROUP INC17.7K shares1.03%2026-03-312026-04-24

IVE ISHARES TR9.5K shares0.22%2026-03-312026-04-24

MA MASTERCARD INCORPORATED4.0K shares-1.60%2026-03-312026-04-24

ALL ALLSTATE CORP9.6K shares3.16%2026-03-312026-04-24

GQGU ADVISORS INNER CIRCLE FD III73.6K shares21.30%2026-03-312026-04-24

Sponsored

SLV ISHARES SILVER TR28.9K shares-28.42%2026-03-312026-04-24

ADBE ADOBE INC8.0K shares4.06%2026-03-312026-04-24

INTC INTEL CORP43.9K shares-9.44%2026-03-312026-04-24

LINDE PLC LINDE PLC3.8K shares-1.80%2026-03-312026-04-24

VIGI VANGUARD WHITEHALL FDS21.2K shares1.14%2026-03-312026-04-24

QUAL ISHARES TR9.8K shares1.88%2026-03-312026-04-24

COP CONOCOPHILLIPS13.9K shares-5.93%2026-03-312026-04-24

VGK VANGUARD INTL EQUITY INDEX F22.1K shares0.00%2026-03-312026-04-24

Sponsored

CB CHUBB LTD SWITZ5.6K shares0.87%2026-03-312026-04-24

VHT VANGUARD WORLD FD6.5K shares0.20%2026-03-312026-04-24

VDE VANGUARD WORLD FD10.2K shares-2.39%2026-03-312026-04-24

ARCC ARES CAPITAL CORP97.0K shares-6.73%2026-03-312026-04-24

VAW VANGUARD WORLD FD7.7K shares-1.64%2026-03-312026-04-24

BK BANK NEW YORK MELLON CORP14.2K shares-19.03%2026-03-312026-04-24

ITA ISHARES TR7.6K shares0.94%2026-03-312026-04-24

APH AMPHENOL CORP13.1K shares-3.63%2026-03-312026-04-24

Sponsored

MDY STATE STR SPDR S&P MIDCAP 402.7K shares-0.85%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC8.0K shares11.38%2026-03-312026-04-24

WM WASTE MGMT INC DEL7.1K shares-2.21%2026-03-312026-04-24

WFC WELLS FARGO & CO20.3K shares-5.26%2026-03-312026-04-24

FELV FIDELITY COVINGTON TRUST46.3K shares-2.49%2026-03-312026-04-24

FIDU FIDELITY COVINGTON TRUST18.5K shares13.81%2026-03-312026-04-24

XLF SELECT SECTOR SPDR TR32.4K shares-2.16%2026-03-312026-04-24

ILCG ISHARES TR16.6K shares0.30%2026-03-312026-04-24

Sponsored

BUXX EA SERIES TRUST76.7K shares10.74%2026-03-312026-04-24

TT TRANE TECHNOLOGIES PLC3.7K shares3.97%2026-03-312026-04-24

CVS CVS HEALTH CORP21.4K shares6.95%2026-03-312026-04-24

VV VANGUARD INDEX FDS5.0K shares51.27%2026-03-312026-04-24

LOW LOWES COS INC6.3K shares13.67%2026-03-312026-04-24

ISHARES GOLD TR ISHARES GOLD TR16.7K shares10.26%2026-03-312026-04-24

LAM RESEARCH CORP LAM RESEARCH CORP6.9K shares-1.66%2026-03-312026-04-24

WBS WEBSTER FINL CORP21.0K shares4.69%2026-03-312026-04-24

Sponsored

VOX VANGUARD WORLD FD8.1K shares-2.26%2026-03-312026-04-24

GLW CORNING INC10.6K shares-9.88%2026-03-312026-04-24

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC19.9K shares-3.53%2026-03-312026-04-24

LB LANDBRIDGE COMPANY LLC20.3K shares6.61%2026-03-312026-04-24

NVS NOVARTIS AG9.1K shares1.70%2026-03-312026-04-24

FMDE FIDELITY COVINGTON TRUST38.5K shares29.84%2026-03-312026-04-24

BA BOEING CO7.0K shares13.08%2026-03-312026-04-24

KKR & CO INC KKR & CO INC14.9K shares-2.59%2026-03-312026-04-24

Sponsored

AXP AMERICAN EXPRESS CO4.5K shares4.45%2026-03-312026-04-24

EPD ENTERPRISE PRODS PARTNERS L36.0K shares-1.29%2026-03-312026-04-24

AMERICA MOVIL SAB DE CV AMERICA MOVIL SAB DE CV53.3K shares0.00%2026-03-312026-04-24

EMR EMERSON ELEC CO10.3K shares5.53%2026-03-312026-04-24

AMAT APPLIED MATLS INC3.9K shares-5.91%2026-03-312026-04-24

CME CME GROUP INC4.6K shares-0.55%2026-03-312026-04-24

ES EVERSOURCE ENERGY19.4K shares2.82%2026-03-312026-04-24

MMC MARSH & MCLENNAN COS INC7.7K shares10.47%2026-03-312026-04-24

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T28.6K shares-0.95%2026-03-312026-04-24

MMM 3M CO9.2K shares-4.17%2026-03-312026-04-24

QCOM QUALCOMM INC10.3K shares-4.67%2026-03-312026-04-24

PFF ISHARES TR43.6K shares0.74%2026-03-312026-04-24

ADP AUTOMATIC DATA PROCESSING IN6.4K shares0.81%2026-03-312026-04-24

SCHW SCHWAB CHARLES CORP13.8K shares7.90%2026-03-312026-04-24

OTIS OTIS WORLDWIDE CORP16.8K shares-8.67%2026-03-312026-04-24

IXN ISHARES TR12.9K shares0.00%2026-03-312026-04-24

Sponsored

EVSM MORGAN STANLEY ETF TRUST25.7K shares27.54%2026-03-312026-04-24

CSX CSX CORP31.4K shares0.81%2026-03-312026-04-24

XOP SPDR SERIES TRUST7.1K shares-5.56%2026-03-312026-04-24

ARISTA NETWORKS INC ARISTA NETWORKS INC10.4K shares36.58%2026-03-312026-04-24

VCR VANGUARD WORLD FD3.5K shares0.89%2026-03-312026-04-24

FCX FREEPORT MCMORAN INC21.3K shares-6.84%2026-03-312026-04-24

MTB M & T BK CORP6.0K shares-6.60%2026-03-312026-04-24

PPG PPG INDS INC11.6K shares-0.71%2026-03-312026-04-24

Sponsored

XLI SELECT SECTOR SPDR TR7.7K shares14.50%2026-03-312026-04-24

NSC NORFOLK SOUTHN CORP4.3K shares-7.47%2026-03-312026-04-24

PBT PERMIAN BASIN RTY TR57.5K shares-2.87%2026-03-312026-04-24

APD AIR PRODUCTS AND CHEMICALS I4.2K shares-10.83%2026-03-312026-04-24

VCRB VANGUARD MALVERN FDS15.7K shares61.41%2026-03-312026-04-24

BUFR FIRST TR EXCHNG TRADED FD VI36.0K shares0.42%2026-03-312026-04-24

SMDV PROSHARES TR17.7K shares-5.94%2026-03-312026-04-24

VOE VANGUARD INDEX FDS6.6K shares10.66%2026-03-312026-04-24

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD19.4K shares-28.43%2026-03-312026-04-24

MEDTRONIC PLC MEDTRONIC PLC13.8K shares-4.05%2026-03-312026-04-24

CL COLGATE PALMOLIVE CO14.0K shares-2.19%2026-03-312026-04-24

DHR DANAHER CORP DEL6.3K shares15.62%2026-03-312026-04-24

BSV VANGUARD BD INDEX FDS15.1K shares0.53%2026-03-312026-04-24

IYW ISHARES TR6.4K shares-0.02%2026-03-312026-04-24

PSX PHILLIPS 666.4K shares-3.06%2026-03-312026-04-24

EBC EASTERN BANKSHARES INC58.4K shares-1.95%2026-03-312026-04-24

Sponsored

SPYX SPDR SERIES TRUST21.5K shares-9.05%2026-03-312026-04-24

WELL WELLTOWER INC5.8K shares51.87%2026-03-312026-04-24

VSDM VANGUARD MUN BD FDS14.8K shares2.15%2026-03-312026-04-24

PXE INVESCO EXCHANGE TRADED FD T28.4K shares-0.42%2026-03-312026-04-24

YUM YUM BRANDS INC7.1K shares6.67%2026-03-312026-04-24

SYK STRYKER CORPORATION3.4K shares1.08%2026-03-312026-04-24

MDLZ MONDELEZ INTL INC19.0K shares2.84%2026-03-312026-04-24

PH PARKER-HANNIFIN CORP1.2K shares4.18%2026-03-312026-04-24

Sponsored

ETF OPPORTUNITIES TRUST ETF OPPORTUNITIES TRUST40.9K sharesnew addition2026-03-312026-04-24

FTEC FIDELITY COVINGTON TRUST5.2K shares-1.86%2026-03-312026-04-24

GILD GILEAD SCIENCES INC7.8K shares1.17%2026-03-312026-04-24

KMI KINDER MORGAN INC DEL32.2K shares-5.54%2026-03-312026-04-24

MS MORGAN STANLEY6.6K shares1.25%2026-03-312026-04-24

AEP AMERICAN ELEC PWR CO INC8.2K shares0.92%2026-03-312026-04-24

BKNG BOOKING HOLDINGS INC255 shares12.83%2026-03-312026-04-24

CGXU CAPITAL GROUP INTL FOCUS EQT36.2K shares7.61%2026-03-312026-04-24

Sponsored

ISTB ISHARES TR21.9K shares2.71%2026-03-312026-04-24

IBB ISHARES TR6.3K shares-0.43%2026-03-312026-04-24

IQQQ PROSHARES TR25.2K shares6.27%2026-03-312026-04-24

VT VANGUARD INTL EQUITY INDEX F7.6K shares2.11%2026-03-312026-04-24

NUKZ EXCHANGE TRADED CONCEPTS TRU15.9K shares0.37%2026-03-312026-04-24

GDXJ VANECK ETF TRUST8.6K shares-16.00%2026-03-312026-04-24

MGK VANGUARD WORLD FD2.8K shares-4.42%2026-03-312026-04-24

PAVE GLOBAL X FDS20.3K shares-0.44%2026-03-312026-04-24

Sponsored

MAR MARRIOTT INTL INC NEW3.1K shares7.55%2026-03-312026-04-24

MOAT VANECK ETF TRUST10.6K shares-22.67%2026-03-312026-04-24

JEPQ J P MORGAN EXCHANGE TRADED F18.5K shares11.55%2026-03-312026-04-24

DB DEUTSCHE BK AG34.2K shares59.37%2026-03-312026-04-24

BIL SPDR SERIES TRUST11.1K shares6.54%2026-03-312026-04-24

FTSD FRANKLIN ETF TR11.1K shares22.57%2026-03-312026-04-24

CWEN.A CLEARWAY ENERGY INC25.8K shares-7.99%2026-03-312026-04-24

XLV SELECT SECTOR SPDR TR6.9K shares-4.61%2026-03-312026-04-24

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC5.1K sharesnew addition2026-03-312026-04-24

VWO VANGUARD INTL EQUITY INDEX F18.5K shares2.73%2026-03-312026-04-24

ENB ENBRIDGE INC18.5K shares-5.56%2026-03-312026-04-24

IJT ISHARES TR6.9K shares0.74%2026-03-312026-04-24

UBER UBER TECHNOLOGIES INC13.9K shares-5.30%2026-03-312026-04-24

KYN KAYNE ANDERSON ENERGY INFRST69.5K shares-0.89%2026-03-312026-04-24

FBTC FIDELITY WISE ORIGIN BITCOIN16.8K shares-2.78%2026-03-312026-04-24

DFAC DIMENSIONAL ETF TRUST25.4K shares28.30%2026-03-312026-04-24

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY3.3K shares-4.34%2026-03-312026-04-24

CRM SALESFORCE INC5.2K shares-4.05%2026-03-312026-04-24

ORLY OREILLY AUTOMOTIVE INC10.5K shares-0.03%2026-03-312026-04-24

KMB KIMBERLY-CLARK CORP10.1K shares3.75%2026-03-312026-04-24

SBUX STARBUCKS CORP10.7K shares-14.76%2026-03-312026-04-24

DFAI DIMENSIONAL ETF TRUST24.6K shares85.37%2026-03-312026-04-24

UPS UNITED PARCEL SVCS INC9.7K shares-2.87%2026-03-312026-04-24

IDMO INVESCO EXCH TRADED FD TR II17.4K shares29.47%2026-03-312026-04-24

Sponsored

VIS VANGUARD WORLD FD3.0K shares1.24%2026-03-312026-04-24

HIMU BLACKROCK ETF TRUST II19.7K shares0.00%2026-03-312026-04-24

PPA INVESCO EXCHANGE TRADED FD T5.7K shares2.20%2026-03-312026-04-24

SYY SYSCO CORP13.2K shares0.90%2026-03-312026-04-24

KNTK KINETIK HOLDINGS INC19.1K shares2.78%2026-03-312026-04-24

FLQM FRANKLIN TEMPLETON ETF TR16.8K shares-1.04%2026-03-312026-04-24

IDXX IDEXX LABS INC1.6K shares11.20%2026-03-312026-04-24

FANG DIAMONDBACK ENERGY INC4.6K shares-7.82%2026-03-312026-04-24

Sponsored

GDX VANECK ETF TRUST9.8K shares-1.03%2026-03-312026-04-24

FAST FASTENAL CO19.3K shares-0.43%2026-03-312026-04-24

PREF PRINCIPAL EXCHANGE TRADED FD47.4K shares0.00%2026-03-312026-04-24

ONEY SPDR SERIES TRUST7.4K shares0.00%2026-03-312026-04-24

D DOMINION ENERGY INC14.3K shares-9.02%2026-03-312026-04-24

EWX SPDR INDEX SHS FDS13.2K shares0.00%2026-03-312026-04-24

EFA ISHARES TR8.9K shares3.83%2026-03-312026-04-24

DELL DELL TECHNOLOGIES INC5.2K shares-8.36%2026-03-312026-04-24

Sponsored

PULS PGIM ETF TR17.1K shares0.73%2026-03-312026-04-24

HUBBELL INC HUBBELL INC1.7K shares8.25%2026-03-312026-04-24

SBRA SABRA HEALTH CARE REIT INC43.8K shares-2.45%2026-03-312026-04-24

LAMR LAMAR ADVERTISING CO6.6K shares-1.19%2026-03-312026-04-24

REVS COLUMBIA ETF TR I29.3K shares18.99%2026-03-312026-04-24

SPYG SPDR SERIES TRUST8.5K shares-11.56%2026-03-312026-04-24

BLACKROCK INC BLACKROCK INC864 shares10.49%2026-03-312026-04-24

RIO RIO TINTO PLC8.9K shares-6.43%2026-03-312026-04-24

Sponsored

SII SPROTT INC5.8K shares-2.09%2026-03-312026-04-24

JCI JOHNSON CONTROLS INTERNATION6.3K shares0.43%2026-03-312026-04-24

CTVA CORTEVA INC9.8K shares-1.79%2026-03-312026-04-24

HTGC HERCULES CAPITAL INC55.4K shares-2.34%2026-03-312026-04-24

FNV FRANCO NEV CORP3.3K shares-10.75%2026-03-312026-04-24

FSCC FEDERATED HERMES ETF TRUST27.4K shares6.26%2026-03-312026-04-24

TFC TRUIST FINL CORP17.7K shares1.07%2026-03-312026-04-24

UNILEVER PLC UNILEVER PLC14.2K shares-0.33%2026-03-312026-04-24

Sponsored

FDX FEDEX CORP2.3K shares0.76%2026-03-312026-04-24

FLMI FRANKLIN TEMPLETON ETF TR32.3K shares9.81%2026-03-312026-04-24

COF CAPITAL ONE FINL CORP4.4K shares-7.83%2026-03-312026-04-24

DFAS DIMENSIONAL ETF TRUST11.1K shares9.12%2026-03-312026-04-24

IWY ISHARES TR3.2K shares5.17%2026-03-312026-04-24

VLO VALERO ENERGY CORP3.2K shares-15.81%2026-03-312026-04-24

FLNG FLEX LNG LTD26.4K shares-3.99%2026-03-312026-04-24

XBI SPDR SERIES TRUST6.1K shares5.98%2026-03-312026-04-24

Sponsored

VICI VICI PPTYS INC28.5K shares28.22%2026-03-312026-04-24

CNI CANADIAN NATL RY CO7.6K shares-1.73%2026-03-312026-04-24

TD TORONTO DOMINION BK ONT8.3K shares2.27%2026-03-312026-04-24

TXN TEXAS INSTRS INC3.9K shares-2.14%2026-03-312026-04-24

PSDM PGIM ETF TR15.0K shares-0.66%2026-03-312026-04-24

SBSW SIBANYE STILLWATER LTD61.0K shares0.00%2026-03-312026-04-24

ISRG INTUITIVE SURGICAL INC1.6K shares0.81%2026-03-312026-04-24

MU MICRON TECHNOLOGY INC2.2K shares-32.82%2026-03-312026-04-24

Sponsored

FENY FIDELITY COVINGTON TRUST21.7K sharesnew addition2026-03-312026-04-24

JIRE J P MORGAN EXCHANGE TRADED F9.7K shares83.57%2026-03-312026-04-24

MDYG SPDR SERIES TRUST7.6K shares0.01%2026-03-312026-04-24

VPU VANGUARD WORLD FD3.7K shares0.00%2026-03-312026-04-24

CLX CLOROX CO DEL6.9K sharesnew addition2026-03-312026-04-24

ET ENERGY TRANSFER L P36.6K shares-3.57%2026-03-312026-04-24

RPV INVESCO EXCHANGE TRADED FD T6.6K shares0.06%2026-03-312026-04-24

GBIL GOLDMAN SACHS ETF TR7.0K shares-0.65%2026-03-312026-04-24

Sponsored

STOT SSGA ACTIVE TR14.8K shares0.01%2026-03-312026-04-24

TSLX SIXTH STREET SPECIALTY LENDI38.0K shares-3.87%2026-03-312026-04-24

SBR SABINE RTY TR9.2K shares0.15%2026-03-312026-04-24

PAYX PAYCHEX INC7.5K shares-7.08%2026-03-312026-04-24

PSTL POSTAL REALTY TRUST INC37.3K shares-8.72%2026-03-312026-04-24

BAR GRANITESHARES GOLD TR15.0K shares-2.66%2026-03-312026-04-24

FIX COMFORT SYS USA INC501 shares-3.65%2026-03-312026-04-24

FEGE RBB FUND TRUST14.6K shares23.80%2026-03-312026-04-24

Sponsored

ED CONSOLIDATED EDISON INC6.0K shares11.10%2026-03-312026-04-24

XMLV INVESCO EXCH TRADED FD TR II10.7K shares0.44%2026-03-312026-04-24

VOT VANGUARD INDEX FDS2.6K shares-24.45%2026-03-312026-04-24

CEG CONSTELLATION ENERGY CORP2.4K shares0.97%2026-03-312026-04-24

SGOV ISHARES TR6.6K shares35.17%2026-03-312026-04-24

IUSV ISHARES TR6.5K shares3.96%2026-03-312026-04-24

IEMG ISHARES INC9.5K shares24.59%2026-03-312026-04-24

LH LABCORP HOLDINGS INC2.5K shares-9.06%2026-03-312026-04-24

Sponsored

FHLC FIDELITY COVINGTON TRUST9.4K shares3.31%2026-03-312026-04-24

DFUS DIMENSIONAL ETF TRUST9.3K shares-3.36%2026-03-312026-04-24

AMCOR PLC AMCOR PLC16.5K sharesnew addition2026-03-312026-04-24

DTCR GLOBAL X FDS27.4K shares49.77%2026-03-312026-04-24

NOC NORTHROP GRUMMAN CORP959 shares4.24%2026-03-312026-04-24

MRP MILLROSE PPTYS INC23.3K shares26.83%2026-03-312026-04-24

EFAV ISHARES TR7.1K shares0.00%2026-03-312026-04-24

IWS ISHARES TR4.4K shares-1.01%2026-03-312026-04-24

Sponsored

IONQ IONQ INC22.3K shares16.25%2026-03-312026-04-24

CRH PLC CRH PLC6.1K shares8.19%2026-03-312026-04-24

EOG EOG RES INC4.4K shares-18.53%2026-03-312026-04-24

GEHC GE HEALTHCARE TECHNOLOGIES I9.0K shares1.76%2026-03-312026-04-24

BBY BEST BUY INC10.0K shares205.92%2026-03-312026-04-24

KEY KEYCORP31.9K shares-0.38%2026-03-312026-04-24

JAAA JANUS DETROIT STR TR12.7K shares-14.48%2026-03-312026-04-24

PAGP PLAINS GP HLDGS L P26.2K shares-4.34%2026-03-312026-04-24

Sponsored

RHP RYMAN HOSPITALITY PPTYS INC6.9K shares-0.69%2026-03-312026-04-24

IRM IRON MTN INC DEL6.2K shares1.02%2026-03-312026-04-24

PGR PROGRESSIVE CORP3.2K shares-15.74%2026-03-312026-04-24

MCHPP MICROCHIP TECHNOLOGY INC.11.0K shares-4.57%2026-03-312026-04-24

PANW PALO ALTO NETWORKS INC3.9K shares-11.34%2026-03-312026-04-24

VRT VERTIV HOLDINGS CO2.5K shares0.57%2026-03-312026-04-24

SHLD GLOBAL X FDS8.7K shares5.99%2026-03-312026-04-24

CAG CONAGRA BRANDS INC39.2K shares-5.39%2026-03-312026-04-24

Sponsored

TGT TARGET CORP5.1K shares0.95%2026-03-312026-04-24

COLB COLUMBIA BKG SYS INC22.4K shares-3.47%2026-03-312026-04-24

AFL AFLAC INC5.5K shares11.21%2026-03-312026-04-24

PICK ISHARES INC10.7K shares0.48%2026-03-312026-04-24

CACI CACI INTL INC1.1K shares1.56%2026-03-312026-04-24

VONV VANGUARD SCOTTSDALE FDS6.4K shares0.00%2026-03-312026-04-24

FLDR FIDELITY MERRIMACK STR TR11.9K sharesnew addition2026-03-312026-04-24

GBTC GRAYSCALE BITCOIN TRUST ETF11.3K shares0.00%2026-03-312026-04-24

Sponsored

GRNY TIDAL TRUST I24.9K shares0.00%2026-03-312026-04-24

XLE SELECT SECTOR SPDR TR9.7K shares9.72%2026-03-312026-04-24

TNK TEEKAY TANKERS LTD8.1K shares0.21%2026-03-312026-04-24

REGN REGENERON PHARMACEUTICALS765 shares11.68%2026-03-312026-04-24

AME AMETEK INC2.8K shares-7.67%2026-03-312026-04-24

VFVA VANGUARD WELLINGTON FD4.4K shares0.25%2026-03-312026-04-24

AWK AMERICAN WTR WKS CO INC NEW4.3K shares-11.38%2026-03-312026-04-24

AMBP ARDAGH METAL PACKAGING S A144.3K shares-3.30%2026-03-312026-04-24

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.5K shares-11.40%2026-03-312026-04-24

USB US BANCORP11.2K shares9.62%2026-03-312026-04-24

DVN DEVON ENERGY CORP NEW11.5K shares-50.93%2026-03-312026-04-24

VTR VENTAS INC7.1K shares-9.02%2026-03-312026-04-24

KLAC KLA CORP393 shares-22.79%2026-03-312026-04-24

STXG EA SERIES TRUST12.3K shares0.00%2026-03-312026-04-24

SLB SLB LIMITED11.2K shares-7.16%2026-03-312026-04-24

PALL ABRDN PALLADIUM ETF TRUST4.2K shares-13.14%2026-03-312026-04-24

Sponsored

SCHC SCHWAB STRATEGIC TR12.2K shares0.00%2026-03-312026-04-24

EFX EQUIFAX INC3.1K shares39.48%2026-03-312026-04-24

STXV EA SERIES TRUST16.0K shares0.00%2026-03-312026-04-24

MPLX MPLX LP9.8K shares-9.34%2026-03-312026-04-24

LHX L3HARRIS TECHNOLOGIES INC1.6K shares-6.06%2026-03-312026-04-24

WDC WESTERN DIGITAL CORP2.1K shares-2.79%2026-03-312026-04-24

AMT AMERICAN TOWER CORP3.2K shares-7.04%2026-03-312026-04-24

PCG PG&E CORP31.6K shares14.02%2026-03-312026-04-24

Sponsored

QNITY ELECTRONICS INC QNITY ELECTRONICS INC4.8K shares6.03%2026-03-312026-04-24

ZM ZOOM COMMUNICATIONS INC6.9K shares-16.50%2026-03-312026-04-24

GM GENERAL MTRS CO7.3K shares0.37%2026-03-312026-04-24

DOW DOW HLDGS INC13.0K shares34.76%2026-03-312026-04-24

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.7K shares-37.91%2026-03-312026-04-24

EIX EDISON INTL7.3K shares9.54%2026-03-312026-04-24

CSHI NEOS ETF TRUST10.8K shares51.00%2026-03-312026-04-24

IJS ISHARES TR4.5K shares8.41%2026-03-312026-04-24

Sponsored

IGSB ISHARES TR10.2K shares0.00%2026-03-312026-04-24

DGX QUEST DIAGNOSTICS INC2.7K shares10.20%2026-03-312026-04-24

ETD ETHAN ALLEN INTERIORS INC23.9K shares68.70%2026-03-312026-04-24

PFFD GLOBAL X FDS28.8K shares-0.11%2026-03-312026-04-24

EFV ISHARES TR7.1K shares-3.10%2026-03-312026-04-24

ADM ARCHER DANIELS MIDLAND CO7.3K shares-61.31%2026-03-312026-04-24

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T11.4K shares0.03%2026-03-312026-04-24

SAMT ADVISORS INNER CIRCLE FD III13.3K shares-11.66%2026-03-312026-04-24

Sponsored

INTU INTUIT1.2K shares-14.23%2026-03-312026-04-24

SUB ISHARES TR4.9K shares0.00%2026-03-312026-04-24

XEL XCEL ENERGY INC6.5K shares-3.03%2026-03-312026-04-24

ADI ANALOG DEVICES INC1.6K shares0.00%2026-03-312026-04-24

EEM ISHARES TR9.1K shares19.16%2026-03-312026-04-24

MPC MARATHON PETE CORP2.0K shares-21.40%2026-03-312026-04-24

VXF VANGUARD INDEX FDS2.4K shares0.04%2026-03-312026-04-24

XLK SELECT SECTOR SPDR TR3.8K shares20.81%2026-03-312026-04-24

Sponsored

FMAT FIDELITY COVINGTON TRUST8.6K shares40.29%2026-03-312026-04-24

WMB WILLIAMS COS INC6.8K shares-51.35%2026-03-312026-04-24

XT ISHARES TR7.3K shares-12.09%2026-03-312026-04-24

BARON ETF TR BARON ETF TR21.0K shares-7.27%2026-03-312026-04-24

SPHD INVESCO EXCH TRADED FD TR II9.8K shares2.59%2026-03-312026-04-24

PEG PUBLIC SVC ENTERPRISE GROUP6.0K shares-4.56%2026-03-312026-04-24

USFR WISDOMTREE TR9.7K shares-6.75%2026-03-312026-04-24

SHEL SHELL PLC5.2K shares-0.70%2026-03-312026-04-24

Sponsored

LYB LYONDELLBASELL INDUSTRIES NV6.0K shares-48.93%2026-03-312026-04-24

TEVA TEVA PHARMACEUTICAL INDS LTD16.1K shares-2.33%2026-03-312026-04-24

WU WESTERN UN CO55.4K shares-2.57%2026-03-312026-04-24

XPO XPO INC2.5K shares-19.54%2026-03-312026-04-24

BDX BECTON DICKINSON & CO3.1K shares-0.23%2026-03-312026-04-24

MOO VANECK ETF TRUST5.7K shares1.80%2026-03-312026-04-24

CMCSA COMCAST CORP NEW16.4K shares-0.31%2026-03-312026-04-24

FXI ISHARES TR13.1K shares65.06%2026-03-312026-04-24

Sponsored

MCHI ISHARES TR8.4K shares65.28%2026-03-312026-04-24

ITW ILLINOIS TOOL WKS INC1.8K shares-7.13%2026-03-312026-04-24

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC10.2K shares3.51%2026-03-312026-04-24

GTY GETTY RLTY CORP NEW14.7K shares0.84%2026-03-312026-04-24

ETFS GOLD TR ETFS GOLD TR10.5K shares-7.35%2026-03-312026-04-24

SLYG SPDR SERIES TRUST4.7K shares0.00%2026-03-312026-04-24

WAB WABTEC1.8K shares-4.28%2026-03-312026-04-24

FESM FIDELITY COVINGTON TRUST12.0K shares60.78%2026-03-312026-04-24

Sponsored

IPKW INVESCO EXCH TRADED FD TR II8.0K shares0.00%2026-03-312026-04-24

NOW SERVICENOW INC4.3K shares43.85%2026-03-312026-04-24

NEM NEWMONT CORP4.2K shares-2.19%2026-03-312026-04-24

STZ CONSTELLATION BRANDS INC3.0K shares1.45%2026-03-312026-04-24

WPC WP CAREY INC6.6K sharesnew addition2026-03-312026-04-24

FTWO EA SERIES TRUST9.8K shares8.28%2026-03-312026-04-24

F FORD MTR CO38.6K shares11.82%2026-03-312026-04-24

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II6.4K shares0.00%2026-03-312026-04-24

Sponsored

BND VANGUARD BD INDEX FDS6.0K shares60.56%2026-03-312026-04-24

TE CONNECTIVITY PLC TE CONNECTIVITY PLC2.1K shares10.20%2026-03-312026-04-24

CHD CHURCH & DWIGHT CO INC4.7K shares-9.93%2026-03-312026-04-24

MSB MESABI TR13.9K shares-5.77%2026-03-312026-04-24

ABNB AIRBNB INC3.5K shares19.92%2026-03-312026-04-24

FDV FEDERATED HERMES ETF TRUST14.0K shares19.01%2026-03-312026-04-24

ARM ARM HOLDINGS PLC2.8K shares-4.24%2026-03-312026-04-24

BITWISE FUNDS TRUST BITWISE FUNDS TRUST22.8K shares-4.21%2026-03-312026-04-24

Sponsored

TAN INVESCO EXCH TRADED FD TR II7.7K sharesnew addition2026-03-312026-04-24

JGRO J P MORGAN EXCHANGE TRADED F5.1K shares33.73%2026-03-312026-04-24

URI UNITED RENTALS INC586 shares3.90%2026-03-312026-04-24

ETV EATON VANCE TAX-MANAGED BUY-30.9K shares1.82%2026-03-312026-04-24

AAPL

APPLE INC

0.50%

Shares323.7K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

-0.04%

Shares99.1K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

1.11%

Shares105.3K

Event2026-03-31

Filed2026-04-24

VOOG

VANGUARD ADMIRAL FDS INC

-0.53%

Shares89.6K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD TR

-2.99%

Shares79.6K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

1.11%

Shares184.7K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-0.74%

Shares111.8K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

-1.43%

Shares47.3K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

0.79%

Shares39.4K

Event2026-03-31

Filed2026-04-24

VYM

VANGUARD WHITEHALL FDS

0.58%

Shares171.6K

Event2026-03-31

Filed2026-04-24

PYLD

PIMCO ETF TR

17.07%

Shares950.3K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

0.18%

Shares137.8K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

2.31%

Shares112.0K

Event2026-03-31

Filed2026-04-24

TPL

TEXAS PACIFIC LAND CORPORATI

5.08%

Shares47.8K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

0.03%

Shares23.2K

Event2026-03-31

Filed2026-04-24

ITOT

ISHARES TR

-0.42%

Shares132.3K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-0.87%

Shares63.9K

Event2026-03-31

Filed2026-04-24

JPST

J P MORGAN EXCHANGE TRADED F

15.75%

Shares358.7K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

1.32%

Shares86.0K

Event2026-03-31

Filed2026-04-24

RECS

COLUMBIA ETF TR I

18.23%

Shares422.2K

Event2026-03-31

Filed2026-04-24

INVESCO EXCHANGE TRADED FD T

0.19%

Shares83.3K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

-1.39%

Shares33.1K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

-0.98%

Shares61.1K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-1.21%

Shares51.4K

Event2026-03-31

Filed2026-04-24

PHYS

SPROTT ASSET MANAGEMENT LP

0.69%

Shares405.0K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

0.08%

Shares73.1K

Event2026-03-31

Filed2026-04-24

INVESCO EXCHANGE TRADED FD T

7.82%

Shares275.8K

Event2026-03-31

Filed2026-04-24

MINT

PIMCO ETF TR

-0.26%

Shares129.5K

Event2026-03-31

Filed2026-04-24

NOBL

PROSHARES TR

1.30%

Shares114.2K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

-0.78%

Shares54.4K

Event2026-03-31

Filed2026-04-24

CGDV

CAPITAL GROUP DIVIDEND VALUE

4.06%

Shares269.2K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

2.04%

Shares35.3K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

-0.27%

Shares27.9K

Event2026-03-31

Filed2026-04-24

SPHQ

INVESCO EXCHANGE TRADED FD T

3.70%

Shares137.1K

Event2026-03-31

Filed2026-04-24

DGRO

ISHARES TR

-4.62%

Shares144.3K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

14.19%

Shares155.2K

Event2026-03-31

Filed2026-04-24

CODI

COMPASS DIVERSIFIED

-0.38%

Shares1.2M

Event2026-03-31

Filed2026-04-24

CGUS

CAPITAL GROUP CORE EQUITY ET

1.73%

Shares255.4K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

0.19%

Shares22.2K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

0.96%

Shares46.9K

Event2026-03-31

Filed2026-04-24

JBND

J P MORGAN EXCHANGE TRADED F

7.64%

Shares170.4K

Event2026-03-31

Filed2026-04-24