Sponsored

The Analysis of Evernest Financial Advisors, LLC's Holdings & P&L

Currently, Evernest Financial Advisors, LLC holds 180 types of securities in its portfolio with a total value $481.4M. In the most recent quarter, they have increased their positions in SPSM (+162.3K shares, valued at $8.6M), DYNF (+106.8K shares, valued at $6.8M), TACK (+201.3K shares, valued at $6.2M); decreased their positions in USFR (-101.4K shares, valued at $5.1M), FFSM (-130.1K shares, valued at $4.6M), CGCV (-120.0K shares, valued at $3.7M); initiated new positions in JIVE (+13.9K shares, valued at $1.2M), XPEL (+20.3K shares, valued at $941.6K), BODI (+29.1K shares, valued at $444.6K).

1M P&L

+12.5M+3.28%

3M P&L

-21.3M-5.15%

HY P&L

+2.2M+0.56%

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/A261.3M

65.6%

2Consumer Electronics36.2M

9.1%

3Software - Infrastructure21.4M

5.4%

Top Industries by Stock Count

1N/A71 stocks

44.9%

2Semiconductors5 stocks

3.2%

3Medical Devices4 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC135.1K shares0.07%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL64.5K shares0.00%2026-03-312026-05-04

SPSM SPDR SERIES TRUST562.1K shares40.59%2026-03-312026-05-04

GLDM WORLD GOLD TR279.7K shares-12.43%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T114.1K shares20.21%2026-03-312026-05-04

IJH ISHARES TR312.6K shares13.77%2026-03-312026-05-04

MSFT MICROSOFT CORP50.4K shares-1.81%2026-03-312026-05-04

FENI FIDELITY COVINGTON TRUST429.2K shares22.56%2026-03-312026-05-04

Sponsored

TACK CAPITOL SER TR541.5K shares59.16%2026-03-312026-05-04

IVV ISHARES TR21.2K shares-3.31%2026-03-312026-05-04

DYNF BLACKROCK ETF TRUST193.3K shares123.41%2026-03-312026-05-04

CGIE CAPITAL GROUP INTERNATIONAL341.0K shares-19.40%2026-03-312026-05-04

IEFA ISHARES TR112.2K shares-0.57%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS15.7K shares-0.04%2026-03-312026-05-04

DXJ WISDOMTREE TR63.3K shares5.99%2026-03-312026-05-04

FFSM FIDELITY COVINGTON TRUST272.1K shares-32.34%2026-03-312026-05-04

Sponsored

DOL WISDOMTREE TR92.4K shares-0.56%2026-03-312026-05-04

IJR ISHARES TR48.3K shares-24.75%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T8.6K shares0.00%2026-03-312026-05-04

ALPHABET INC ALPHABET INC15.5K shares0.83%2026-03-312026-05-04

CGCV CAPITAL GROUP CONSERVATIVE E129.9K shares-48.02%2026-03-312026-05-04

DFAX DIMENSIONAL ETF TRUST109.1K shares-2.48%2026-03-312026-05-04

LLY ELI LILLY & CO4.5K shares5.00%2026-03-312026-05-04

WMT WALMART INC29.5K shares0.50%2026-03-312026-05-04

Sponsored

DGRW WISDOMTREE TR38.2K shares-35.71%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC3.7K shares0.76%2026-03-312026-05-04

RSPN INVESCO EXCHANGE TRADED FD T55.4K shares-0.11%2026-03-312026-05-04

EWJ ISHARES INC38.5K shares30.40%2026-03-312026-05-04

JBND J P MORGAN EXCHANGE TRADED F61.7K shares8.92%2026-03-312026-05-04

ALPHABET INC ALPHABET INC9.4K shares-3.06%2026-03-312026-05-04

CAT CATERPILLAR INC3.7K shares1.95%2026-03-312026-05-04

SMMD ISHARES TR32.5K shares11.38%2026-03-312026-05-04

Sponsored

NVDA NVIDIA CORPORATION12.6K shares-19.03%2026-03-312026-05-04

BROADCOM INC BROADCOM INC6.5K shares4.04%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON10.1K shares4.57%2026-03-312026-05-04

MCD MCDONALDS CORP6.8K shares2.65%2026-03-312026-05-04

IWM ISHARES TR6.9K shares0.01%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR2.9K shares0.10%2026-03-312026-05-04

TXN TEXAS INSTRS INC6.4K shares4.63%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO5.4K shares-3.48%2026-03-312026-05-04

Sponsored

KINS KINGSTONE COS INC95.0K shares-42.13%2026-03-312026-05-04

IWR ISHARES TR15.9K shares0.00%2026-03-312026-05-04

CSCO CISCO SYS INC18.5K shares11.29%2026-03-312026-05-04

SUB ISHARES TR15.2K shares7.36%2026-03-312026-05-04

XLU SELECT SECTOR SPDR TR34.3K shares6.91%2026-03-312026-05-04

RDVT RED VIOLET INC41.9K shares49.54%2026-03-312026-05-04

TJX TJX COS INC NEW9.9K shares-0.38%2026-03-312026-05-04

MA MASTERCARD INCORPORATED3.1K shares-2.09%2026-03-312026-05-04

Sponsored

MAR MARRIOTT INTL INC NEW4.3K shares1.68%2026-03-312026-05-04

AMZN AMAZON COM INC5.8K shares-0.07%2026-03-312026-05-04

MEAR ISHARES U S ETF TR29.3K shares33.11%2026-03-312026-05-04

RTX RTX CORPORATION8.5K shares6.25%2026-03-312026-05-04

ITOT ISHARES TR8.9K shares0.00%2026-03-312026-05-04

XLE SELECT SECTOR SPDR TR24.3K shares-3.69%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS5.8K shares0.26%2026-03-312026-05-04

SYK STRYKER CORPORATION3.9K shares0.44%2026-03-312026-05-04

Sponsored

AMGN AMGEN INC3.8K shares4.77%2026-03-312026-05-04

JIVE J P MORGAN EXCHANGE TRADED F13.9K sharesnew addition2026-03-312026-05-04

VTV VANGUARD INDEX FDS6.0K shares0.07%2026-03-312026-05-04

KO COCA COLA CO16.1K shares9.57%2026-03-312026-05-04

VLO VALERO ENERGY CORP5.0K shares0.00%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC10.8K shares0.47%2026-03-312026-05-04

SPMD SPDR SERIES TRUST18.2K shares-0.24%2026-03-312026-05-04

ABBV ABBVIE INC5.9K shares4.17%2026-03-312026-05-04

Sponsored

COST COSTCO WHOLESALE CORPORATION1.2K shares0.35%2026-03-312026-05-04

HD HOME DEPOT INC3.4K shares-3.02%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP2.2K shares3.81%2026-03-312026-05-04

VO VANGUARD INDEX FDS14.4K shares284.57%2026-03-312026-05-04

MS MORGAN STANLEY5.7K shares-0.19%2026-03-312026-05-04

META META PLATFORMS INC1.5K shares-30.33%2026-03-312026-05-04

QCOM QUALCOMM INC6.8K shares-9.32%2026-03-312026-05-04

RPID RAPID MICRO BIOSYSTEMS INC432.5K shares246.01%2026-03-312026-05-04

Sponsored

MO ALTRIA GROUP INC15.4K shares1.65%2026-03-312026-05-04

BALL BALL CORP16.2K shares0.23%2026-03-312026-05-04

ADI ANALOG DEVICES INC2.5K shares-13.97%2026-03-312026-05-04

SPHQ INVESCO EXCHANGE TRADED FD T12.1K shares0.00%2026-03-312026-05-04

BAC BANK AMERICA CORP18.3K shares-9.81%2026-03-312026-05-04

XPEL XPEL INC20.3K sharesnew addition2026-03-312026-05-04

V VISA INC3.0K shares-0.27%2026-03-312026-05-04

VTI VANGUARD INDEX FDS2.6K shares-11.93%2026-03-312026-05-04

Sponsored

CVX CHEVRON CORPORATION5.0K shares8.15%2026-03-312026-05-04

TRV TRAVELERS COMPANIES INC3.0K shares-2.73%2026-03-312026-05-04

VB VANGUARD INDEX FDS3.1K shares-0.35%2026-03-312026-05-04

BOSC BOS BETTER ONLINE SOLUTIONS181.4K shares-44.01%2026-03-312026-05-04

DHR DANAHER CORP DEL4.8K shares6.28%2026-03-312026-05-04

DGRO ISHARES TR11.8K shares0.00%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS12.5K shares-1.96%2026-03-312026-05-04

SPYM SPDR SERIES TRUST10.0K shares0.00%2026-03-312026-05-04

Sponsored

VTEB VANGUARD MUN BD FDS15.4K shares-0.50%2026-03-312026-05-04

EPD ENTERPRISE PRODS PARTNERS L20.0K shares0.00%2026-03-312026-05-04

HON HONEYWELL INTL INC3.6K shares0.17%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC2.1K shares-5.03%2026-03-312026-05-04

XOM EXXON MOBIL CORP4.9K shares0.02%2026-03-312026-05-04

AON PLC AON PLC2.2K shares79.55%2026-03-312026-05-04

XLB SELECT SECTOR SPDR TR13.8K shares14.57%2026-03-312026-05-04

MCK MCKESSON CORP859 shares0.00%2026-03-312026-05-04

Sponsored

AGG ISHARES TR7.1K shares-1.57%2026-03-312026-05-04

SCHA SCHWAB STRATEGIC TR21.6K shares-2.62%2026-03-312026-05-04

SHEL SHELL PLC8.0K shares0.00%2026-03-312026-05-04

RSG REPUBLIC SVCS INC3.4K shares0.45%2026-03-312026-05-04

LOW LOWES COS INC2.8K shares-10.02%2026-03-312026-05-04

ODFL OLD DOMINION FREIGHT LINE IN3.0K shares0.07%2026-03-312026-05-04

XLI SELECT SECTOR SPDR TR3.8K shares0.00%2026-03-312026-05-04

PH PARKER-HANNIFIN CORP670 shares7.37%2026-03-312026-05-04

Sponsored

PG PROCTER & GAMBLE CO4.3K shares1.85%2026-03-312026-05-04

SCHM SCHWAB STRATEGIC TR17.9K shares-14.03%2026-03-312026-05-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.3K shares-0.03%2026-03-312026-05-04

MDY STATE STR SPDR S&P MIDCAP 40871 shares0.00%2026-03-312026-05-04

CEG CONSTELLATION ENERGY CORP1.8K shares3.74%2026-03-312026-05-04

SCHX SCHWAB STRATEGIC TR20.2K shares0.00%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS2.5K shares-1.49%2026-03-312026-05-04

GNSS GENASYS INC290.3K shares-7.32%2026-03-312026-05-04

Sponsored

VWO VANGUARD INTL EQUITY INDEX F9.0K shares0.00%2026-03-312026-05-04

CB CHUBB LTD SWITZ1.5K shares13.66%2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC468 shares0.00%2026-03-312026-05-04

IWF ISHARES TR988 shares-1.10%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR2.9K shares1.48%2026-03-312026-05-04

WFC WELLS FARGO & CO5.7K shares-20.67%2026-03-312026-05-04

VOOV VANGUARD ADMIRAL FDS INC2.1K shares0.00%2026-03-312026-05-04

ITW ILLINOIS TOOL WKS INC1.7K shares-0.18%2026-03-312026-05-04

Sponsored

USFR WISDOMTREE TR8.9K shares-91.92%2026-03-312026-05-04

BODI THE BEACHBODY COMPANY INC29.1K sharesnew addition2026-03-312026-05-04

CAH CARDINAL HEALTH INC2.2K shares0.00%2026-03-312026-05-04

CURI CURIOSITYSTREAM INC135.2K shares-47.03%2026-03-312026-05-04

ABT ABBOTT LABORATORIES4.6K shares2.28%2026-03-312026-05-04

XME SPDR SERIES TRUST3.4K shares0.00%2026-03-312026-05-04

NOC NORTHROP GRUMMAN CORP702 shares0.29%2026-03-312026-05-04

SBUX STARBUCKS CORP4.0K shares3.99%2026-03-312026-05-04

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.9K shares-11.91%2026-03-312026-05-04

EFA ISHARES TR3.8K shares0.00%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC8.1K shares37.37%2026-03-312026-05-04

DIS DISNEY WALT CO3.7K shares-0.08%2026-03-312026-05-04

IXUS ISHARES TR4.0K shares0.00%2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC896 shares0.11%2026-03-312026-05-04

CPSH CPS TECHNOLOGIES CORP68.3K shares-53.04%2026-03-312026-05-04

EEM ISHARES TR5.5K shares0.00%2026-03-312026-05-04

Sponsored

LNG CHENIERE ENERGY INC1.3K shares23.87%2026-03-312026-05-04

LNSR LENSAR INC66.0K sharesnew addition2026-03-312026-05-04

SPG SIMON PPTY GROUP INC NEW1.7K sharesnew addition2026-03-312026-05-04

VUG VANGUARD INDEX FDS4.0K shares500.15%2026-03-312026-05-04

IWD ISHARES TR1.5K shares-1.22%2026-03-312026-05-04

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO6.1K shares-1.64%2026-03-312026-05-04

LINDE PLC LINDE PLC637 shares20.87%2026-03-312026-05-04

BBEU J P MORGAN EXCHANGE TRADED F4.2K shares0.00%2026-03-312026-05-04

Sponsored

TDVG T ROWE PRICE ETF INC6.7K shares-19.59%2026-03-312026-05-04

MMC MARSH & MCLENNAN COS INC1.8K shares-7.18%2026-03-312026-05-04

CMI CUMMINS INC447 shares1.13%2026-03-312026-05-04

COF CAPITAL ONE FINL CORP1.5K shares1.20%2026-03-312026-05-04

ACWI ISHARES TR1.9K shares0.00%2026-03-312026-05-04

PRECIPIO INC PRECIPIO INC9.5K shares-10.38%2026-03-312026-05-04

WEEL TIDAL TRUST II14.3K shares3.13%2026-03-312026-05-04

MAMA MAMAS CREATIONS INC20.2K shares0.00%2026-03-312026-05-04

Sponsored

IVW ISHARES TR2.2K shares0.00%2026-03-312026-05-04

VOT VANGUARD INDEX FDS979 shares0.00%2026-03-312026-05-04

LAM RESEARCH CORP LAM RESEARCH CORP1.1K shares0.00%2026-03-312026-05-04

CRH PLC CRH PLC2.4K shares-15.79%2026-03-312026-05-04

HGBL HERITAGE GLOBAL INC194.0K sharesnew addition2026-03-312026-05-04

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F2.7K shares0.00%2026-03-312026-05-04

ICE INTERCONTINENTAL EXCHANGE IN1.7K shares-2.94%2026-03-312026-05-04

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.5K shares0.54%2026-03-312026-05-04

Sponsored

VTWO VANGUARD SCOTTSDALE FDS2.3K shares1.97%2026-03-312026-05-04

IVOO VANGUARD ADMIRAL FDS INC2.1K shares-0.58%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC602 shares0.00%2026-03-312026-05-04

AMT AMERICAN TOWER CORP1.4K shares13.08%2026-03-312026-05-04

VGT VANGUARD WORLD FD2.3K shares700.35%2026-03-312026-05-04

IMCB ISHARES TR2.6K shares0.00%2026-03-312026-05-04

BNDX VANGUARD CHARLOTTE FDS4.8K shares0.00%2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR2.5K shares-3.98%2026-03-312026-05-04

Sponsored

XLRE SELECT SECTOR SPDR TR5.0K shares-0.71%2026-03-312026-05-04

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F3.0K shares0.00%2026-03-312026-05-04

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP667 shares0.00%2026-03-312026-05-04

CBRE CBRE GROUP INC1.4K shares-15.97%2026-03-312026-05-04

CL COLGATE PALMOLIVE CO2.4K shares14.10%2026-03-312026-05-04

IUSG ISHARES TR1.1K shares-29.01%2026-03-312026-05-04

INVE IDENTIV INC41.0K sharesnew addition2026-03-312026-05-04

NTWK NETSOL TECHNOLOGIES INC52.6K shares-59.68%2026-03-312026-05-04

Sponsored

WWR WESTWATER RES INC120.0K shares200.00%2026-03-312026-05-04

SWAG STRAN & COMPANY INC31.0K shares-44.64%2026-03-312026-05-04

SJT SAN JUAN BASIN RTY TR11.0K shares0.00%2026-03-312026-05-04

GOSS GOSSAMER BIO INC28.8K shares1.30%2026-03-312026-05-04

AAPL

APPLE INC

0.07%

Shares135.1K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares64.5K

Event2026-03-31

Filed2026-05-04

SPSM

SPDR SERIES TRUST

40.59%

Shares562.1K

Event2026-03-31

Filed2026-05-04

GLDM

WORLD GOLD TR

-12.43%

Shares279.7K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

20.21%

Shares114.1K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

13.77%

Shares312.6K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

-1.81%

Shares50.4K

Event2026-03-31

Filed2026-05-04

FENI

FIDELITY COVINGTON TRUST

22.56%

Shares429.2K

Event2026-03-31

Filed2026-05-04

TACK

CAPITOL SER TR

59.16%

Shares541.5K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

-3.31%

Shares21.2K

Event2026-03-31

Filed2026-05-04

DYNF

BLACKROCK ETF TRUST

123.41%

Shares193.3K

Event2026-03-31

Filed2026-05-04

CGIE

CAPITAL GROUP INTERNATIONAL

-19.40%

Shares341.0K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

-0.57%

Shares112.2K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-0.04%

Shares15.7K

Event2026-03-31

Filed2026-05-04

DXJ

WISDOMTREE TR

5.99%

Shares63.3K

Event2026-03-31

Filed2026-05-04

FFSM

FIDELITY COVINGTON TRUST

-32.34%

Shares272.1K

Event2026-03-31

Filed2026-05-04

DOL

WISDOMTREE TR

-0.56%

Shares92.4K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

-24.75%

Shares48.3K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

0.83%

Shares15.5K

Event2026-03-31

Filed2026-05-04

CGCV

CAPITAL GROUP CONSERVATIVE E

-48.02%

Shares129.9K

Event2026-03-31

Filed2026-05-04

DFAX

DIMENSIONAL ETF TRUST

-2.48%

Shares109.1K

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

5.00%

Shares4.5K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

0.50%

Shares29.5K

Event2026-03-31

Filed2026-05-04

DGRW

WISDOMTREE TR

-35.71%

Shares38.2K

Event2026-03-31

Filed2026-05-04

GOLDMAN SACHS GROUP INC

0.76%

Shares3.7K

Event2026-03-31

Filed2026-05-04

RSPN

INVESCO EXCHANGE TRADED FD T

-0.11%

Shares55.4K

Event2026-03-31

Filed2026-05-04

EWJ

ISHARES INC

30.40%

Shares38.5K

Event2026-03-31

Filed2026-05-04

JBND

J P MORGAN EXCHANGE TRADED F

8.92%

Shares61.7K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-3.06%

Shares9.4K

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC

1.95%

Shares3.7K

Event2026-03-31

Filed2026-05-04

SMMD

ISHARES TR

11.38%

Shares32.5K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

-19.03%

Shares12.6K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

4.04%

Shares6.5K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

4.57%

Shares10.1K

Event2026-03-31

Filed2026-05-04

MCD

MCDONALDS CORP

2.65%

Shares6.8K

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR

0.01%

Shares6.9K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

0.10%

Shares2.9K

Event2026-03-31

Filed2026-05-04

TXN

TEXAS INSTRS INC

4.63%

Shares6.4K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

-3.48%

Shares5.4K

Event2026-03-31

Filed2026-05-04

KINS

KINGSTONE COS INC

-42.13%

Shares95.0K

Event2026-03-31

Filed2026-05-04

IWR

ISHARES TR

0.00%

Shares15.9K

Event2026-03-31

Filed2026-05-04

CSCO

CISCO SYS INC

11.29%

Shares18.5K

Event2026-03-31

Filed2026-05-04

SUB

ISHARES TR

7.36%

Shares15.2K

Event2026-03-31

Filed2026-05-04

XLU

SELECT SECTOR SPDR TR

6.91%

Shares34.3K

Event2026-03-31

Filed2026-05-04

RDVT

RED VIOLET INC

49.54%

Shares41.9K

Event2026-03-31

Filed2026-05-04

TJX

TJX COS INC NEW

-0.38%

Shares9.9K

Event2026-03-31

Filed2026-05-04

MASTERCARD INCORPORATED

-2.09%

Shares3.1K

Event2026-03-31

Filed2026-05-04

MAR

MARRIOTT INTL INC NEW

1.68%

Shares4.3K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

-0.07%

Shares5.8K

Event2026-03-31

Filed2026-05-04

MEAR

ISHARES U S ETF TR

33.11%

Shares29.3K

Event2026-03-31

Filed2026-05-04

RTX

RTX CORPORATION

6.25%

Shares8.5K

Event2026-03-31

Filed2026-05-04

ITOT

ISHARES TR

0.00%

Shares8.9K

Event2026-03-31

Filed2026-05-04

XLE

SELECT SECTOR SPDR TR

-3.69%

Shares24.3K

Event2026-03-31

Filed2026-05-04

VIG

VANGUARD SPECIALIZED FUNDS

0.26%

Shares5.8K

Event2026-03-31

Filed2026-05-04

SYK

STRYKER CORPORATION

0.44%

Shares3.9K

Event2026-03-31

Filed2026-05-04

AMGN

AMGEN INC

4.77%

Shares3.8K

Event2026-03-31

Filed2026-05-04

JIVE

J P MORGAN EXCHANGE TRADED F

New

Shares13.9K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

0.07%

Shares6.0K

Event2026-03-31

Filed2026-05-04

COCA COLA CO

9.57%

Shares16.1K

Event2026-03-31

Filed2026-05-04

VLO

VALERO ENERGY CORP

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-04

MERCK & CO INC

0.47%

Shares10.8K

Event2026-03-31

Filed2026-05-04

SPMD

SPDR SERIES TRUST

-0.24%

Shares18.2K

Event2026-03-31

Filed2026-05-04

ABBV

ABBVIE INC

4.17%

Shares5.9K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

0.35%

Shares1.2K

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC

-3.02%

Shares3.4K

Event2026-03-31

Filed2026-05-04

LMT

LOCKHEED MARTIN CORP

3.81%

Shares2.2K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

284.57%

Shares14.4K

Event2026-03-31

Filed2026-05-04

MORGAN STANLEY

-0.19%

Shares5.7K

Event2026-03-31

Filed2026-05-04