Sponsored

The Analysis of FIDUCIARY TRUST CO's Holdings & P&L

Currently, FIDUCIARY TRUST CO holds 865 types of securities in its portfolio with a total value $8.5B. In the most recent quarter, they have increased their positions in KRE (+338.6K shares, valued at $22.1M), WCMI (+938.0K shares, valued at $15.7M), N/A (+139.2K shares, valued at $5.5M); decreased their positions in IVV (-41.5K shares, valued at $27.1M), CPNG (-713.1K shares, valued at $13.5M), AAPL (-49.7K shares, valued at $12.6M); initiated new positions in N/A (+139.2K shares, valued at $5.5M), CARY (+117.1K shares, valued at $2.4M), N/A (+52.4K shares, valued at $1.4M).

1M P&L

+148.7M+1.68%

3M P&L

+485.5M+5.71%

HY P&L

+438.0M+5.12%

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/A3.8B

48.9%

2Apparel Retail463.8M

6.0%

3Consumer Electronics371.5M

4.8%

Top Industries by Stock Count

1N/A222 stocks

28.0%

2Banks - Regional40 stocks

5.0%

3Biotechnology28 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR1.5M shares-2.66%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL643 shares-0.16%2026-03-312026-05-15

TJX TJX COS INC NEW2.9M shares-2.37%2026-03-312026-05-15

IEFA ISHARES TR4.6M shares0.90%2026-03-312026-05-15

AAPL APPLE INC1.5M shares-3.29%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS4.8M shares-0.95%2026-03-312026-05-15

MSFT MICROSOFT CORP642.3K shares-2.89%2026-03-312026-05-15

CPNG COUPANG INC11.7M shares-5.76%2026-03-312026-05-15

Sponsored

ALPHABET INC ALPHABET INC681.7K shares-5.50%2026-03-312026-05-15

EIPX FIRST TR EXCHANGE-TRADED FD5.0M shares-2.91%2026-03-312026-05-15

EPS WISDOMTREE TR1.9M shares-1.97%2026-03-312026-05-15

AMZN AMAZON COM INC605.3K shares-1.21%2026-03-312026-05-15

NVDA NVIDIA CORPORATION694.7K shares-3.51%2026-03-312026-05-15

IJH ISHARES TR1.8M shares-1.87%2026-03-312026-05-15

XOM EXXON MOBIL CORP591.3K shares-3.78%2026-03-312026-05-15

ALPHABET INC ALPHABET INC348.6K shares-3.39%2026-03-312026-05-15

Sponsored

ESGU ISHARES TR697.2K shares2.76%2026-03-312026-05-15

BROADCOM INC BROADCOM INC305.8K shares-3.37%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO313.4K shares-2.77%2026-03-312026-05-15

KRE SPDR SERIES TRUST1.3M shares35.67%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON323.0K shares-3.30%2026-03-312026-05-15

HD HOME DEPOT INC227.9K shares-0.91%2026-03-312026-05-15

ABBV ABBVIE INC311.3K shares-4.70%2026-03-312026-05-15

WCMI FIRST TR EXCHANGE-TRADED FD3.7M shares34.07%2026-03-312026-05-15

Sponsored

ESGD ISHARES TR643.8K shares4.37%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL126.4K shares2.32%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T314.2K shares0.90%2026-03-312026-05-15

KLAC KLA CORP39.5K shares-4.05%2026-03-312026-05-15

MS MORGAN STANLEY339.9K shares-0.45%2026-03-312026-05-15

IJR ISHARES TR425.6K shares-3.31%2026-03-312026-05-15

PG PROCTER & GAMBLE CO350.3K shares-3.43%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC406.4K shares-4.13%2026-03-312026-05-15

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS78.5K shares-1.69%2026-03-312026-05-15

IGSB ISHARES TR846.0K shares-1.00%2026-03-312026-05-15

CSCO CISCO SYS INC569.0K shares-2.13%2026-03-312026-05-15

CAT CATERPILLAR INC61.3K shares-0.90%2026-03-312026-05-15

V VISA INC139.9K shares-3.31%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION41.3K shares-1.92%2026-03-312026-05-15

CBT CABOT CORP536.7K shares0.00%2026-03-312026-05-15

ESML ISHARES TR854.2K shares-0.84%2026-03-312026-05-15

Sponsored

IGIB ISHARES TR741.5K shares2.22%2026-03-312026-05-15

KBWB INVESCO EXCH TRADED FD TR II481.6K shares-24.11%2026-03-312026-05-15

APH AMPHENOL CORP293.0K shares-5.69%2026-03-312026-05-15

ABT ABBOTT LABORATORIES360.5K shares-3.91%2026-03-312026-05-15

RTX RTX CORPORATION182.8K shares-2.21%2026-03-312026-05-15

PEP PEPSICO INC216.0K shares-3.05%2026-03-312026-05-15

CTRA COTERRA ENERGY INC908.9K shares0.03%2026-03-312026-05-15

MCD MCDONALDS CORP95.8K shares-1.75%2026-03-312026-05-15

Sponsored

TMO THERMO FISHER SCIENTIFIC INC60.2K shares-5.82%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T45.0K shares-0.30%2026-03-312026-05-15

MA MASTERCARD INCORPORATED58.4K shares-0.63%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO95.5K shares6.83%2026-03-312026-05-15

CVX CHEVRON CORPORATION134.6K shares-2.22%2026-03-312026-05-15

NEE NEXTERA ENERGY INC289.3K shares-3.00%2026-03-312026-05-15

RGEF TIDAL TRUST III886.1K shares-1.37%2026-03-312026-05-15

ADI ANALOG DEVICES INC76.7K shares3.13%2026-03-312026-05-15

Sponsored

GS GOLDMAN SACHS GROUP INC28.6K shares-2.40%2026-03-312026-05-15

GEV GE VERNOVA INC27.0K shares-0.13%2026-03-312026-05-15

ORCL ORACLE CORP158.1K shares-1.16%2026-03-312026-05-15

UNP UNION PAC CORP92.7K shares-5.09%2026-03-312026-05-15

CHD CHURCH & DWIGHT CO INC239.3K shares-2.88%2026-03-312026-05-15

META META PLATFORMS INC39.0K shares1.75%2026-03-312026-05-15

EFA ISHARES TR216.7K shares0.29%2026-03-312026-05-15

VTI VANGUARD INDEX FDS64.7K shares4.90%2026-03-312026-05-15

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP94.1K shares-1.74%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F370.6K shares3.51%2026-03-312026-05-15

WMT WALMART INC159.9K shares1.05%2026-03-312026-05-15

EMR EMERSON ELEC CO148.2K shares-1.84%2026-03-312026-05-15

ESGE ISHARES INC425.0K shares3.61%2026-03-312026-05-15

GLD SPDR GOLD TR44.7K shares-2.64%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN93.3K shares-6.16%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC72.4K shares-3.93%2026-03-312026-05-15

Sponsored

STT STATE STR CORP145.7K shares-2.24%2026-03-312026-05-15

VGT VANGUARD WORLD FD25.9K shares-11.59%2026-03-312026-05-15

AMGN AMGEN INC50.5K shares-0.93%2026-03-312026-05-15

KO COCA COLA CO222.0K shares-0.82%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS69.2K shares-0.36%2026-03-312026-05-15

IWN ISHARES TR88.3K shares-0.97%2026-03-312026-05-15

DSI ISHARES TR136.7K shares-0.11%2026-03-312026-05-15

FAST FASTENAL CO350.4K shares2.62%2026-03-312026-05-15

Sponsored

JMST J P MORGAN EXCHANGE TRADED F316.1K shares-4.00%2026-03-312026-05-15

MTD METTLER TOLEDO INTERNATIONAL12.5K shares-3.83%2026-03-312026-05-15

VTEB VANGUARD MUN BD FDS294.9K shares-2.40%2026-03-312026-05-15

ECL ECOLAB INC53.5K shares-0.60%2026-03-312026-05-15

LINDE PLC LINDE PLC28.6K shares-6.82%2026-03-312026-05-15

LOW LOWES COS INC59.5K shares-6.90%2026-03-312026-05-15

SYK STRYKER CORPORATION40.4K shares-0.96%2026-03-312026-05-15

LLY ELI LILLY & CO14.4K shares2.30%2026-03-312026-05-15

Sponsored

UNH UNITEDHEALTH GROUP INC48.2K shares-14.44%2026-03-312026-05-15

HON HONEYWELL INTL INC57.5K shares-2.08%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC105.8K shares-0.98%2026-03-312026-05-15

PH PARKER-HANNIFIN CORP14.4K shares-7.80%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC77.7K shares-16.25%2026-03-312026-05-15

DELL DELL TECHNOLOGIES INC74.6K shares1.85%2026-03-312026-05-15

IEMG ISHARES INC172.9K shares66.57%2026-03-312026-05-15

SPGI S&P GLOBAL INC28.3K shares-10.14%2026-03-312026-05-15

Sponsored

VYM VANGUARD WHITEHALL FDS80.5K shares0.96%2026-03-312026-05-15

IWB ISHARES TR32.9K shares0.00%2026-03-312026-05-15

VLO VALERO ENERGY CORP46.8K shares-0.33%2026-03-312026-05-15

VGK VANGUARD INTL EQUITY INDEX F137.9K shares-4.01%2026-03-312026-05-15

MUB ISHARES TR103.7K shares-0.66%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC118.8K shares-1.38%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC29.6K shares2.15%2026-03-312026-05-15

VYMI VANGUARD WHITEHALL FDS109.1K shares-0.93%2026-03-312026-05-15

Sponsored

IGV ISHARES TR125.6K shares-2.75%2026-03-312026-05-15

APD AIR PRODUCTS AND CHEMICALS I34.3K shares-1.74%2026-03-312026-05-15

DIS DISNEY WALT CO103.4K shares-3.51%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP14.4K shares-1.10%2026-03-312026-05-15

VSGX VANGUARD WORLD FD136.7K shares-1.81%2026-03-312026-05-15

BAC BANK AMERICA CORP200.2K shares-0.41%2026-03-312026-05-15

DHR DANAHER CORP DEL50.0K shares-3.66%2026-03-312026-05-15

EZU ISHARES INC149.2K shares-6.48%2026-03-312026-05-15

Sponsored

CL COLGATE PALMOLIVE CO109.3K shares-1.91%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR370.2K shares-1.45%2026-03-312026-05-15

EEM ISHARES TR162.7K shares-3.61%2026-03-312026-05-15

IWF ISHARES TR21.7K shares0.68%2026-03-312026-05-15

CB CHUBB LTD SWITZ28.2K shares2.11%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC19.9K shares-0.78%2026-03-312026-05-15

TXN TEXAS INSTRS INC44.3K shares10.72%2026-03-312026-05-15

MMM 3M CO59.2K shares-0.92%2026-03-312026-05-15

Sponsored

AMT AMERICAN TOWER CORP49.6K shares-14.44%2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP24.3K shares-0.24%2026-03-312026-05-15

PFE PFIZER INC294.4K shares-1.27%2026-03-312026-05-15

IWV ISHARES TR21.8K shares-5.48%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO132.7K shares-1.24%2026-03-312026-05-15

TD TORONTO DOMINION BK ONT85.7K shares0.00%2026-03-312026-05-15

NVS NOVARTIS AG51.6K shares-7.30%2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F56.2K shares0.00%2026-03-312026-05-15

Sponsored

CNQ CANADIAN NAT RES LTD MED TER157.5K shares-2.71%2026-03-312026-05-15

VB VANGUARD INDEX FDS29.1K shares-2.70%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE26.5K shares2.94%2026-03-312026-05-15

PSA PUBLIC STORAGE OPER CO27.7K shares-9.77%2026-03-312026-05-15

SLB SLB LIMITED144.7K shares0.14%2026-03-312026-05-15

APLS APELLIS PHARMACEUTICALS INC180.2K shares-0.05%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR80.3K shares1.96%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP11.6K shares-1.31%2026-03-312026-05-15

Sponsored

BKNG BOOKING HOLDINGS INC1.6K shares4.43%2026-03-312026-05-15

REGN REGENERON PHARMACEUTICALS8.5K shares0.14%2026-03-312026-05-15

IWM ISHARES TR26.4K shares-0.60%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC39.2K shares0.70%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND32.4K shares-14.26%2026-03-312026-05-15

IWO ISHARES TR20.5K shares-1.47%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR208.9K shares-2.15%2026-03-312026-05-15

CRM SALESFORCE INC34.3K shares-20.77%2026-03-312026-05-15

Sponsored

PSQ PROSHARES TR197.6K shares26.48%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC6.4K shares-8.41%2026-03-312026-05-15

UNILEVER PLC UNILEVER PLC105.4K shares1.36%2026-03-312026-05-15

LDOS LEIDOS HOLDINGS INC38.5K shares-4.13%2026-03-312026-05-15

EFV ISHARES TR79.7K shares-0.06%2026-03-312026-05-15

NFLX NETFLIX INC.61.3K shares-0.68%2026-03-312026-05-15

DE DEERE & CO10.3K shares-6.42%2026-03-312026-05-15

CARR CARRIER GLOBAL CORPORATION101.8K shares-4.79%2026-03-312026-05-15

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN95.6K shares0.00%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC38.3K shares-3.55%2026-03-312026-05-15

SHEL SHELL PLC59.7K shares0.20%2026-03-312026-05-15

AMCOR PLC AMCOR PLC139.2K sharesnew addition2026-03-312026-05-15

CVS CVS HEALTH CORP76.4K shares4.82%2026-03-312026-05-15

SNA SNAP ON INC15.1K shares-0.22%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS61.3K shares-1.67%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC11.8K shares-0.08%2026-03-312026-05-15

Sponsored

DOV DOVER CORP25.8K shares-1.56%2026-03-312026-05-15

TSLA TESLA INC14.3K shares14.63%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC104.4K shares-10.54%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS24.3K shares1.14%2026-03-312026-05-15

AR ANTERO RESOURCES CORP122.7K shares-0.00%2026-03-312026-05-15

QCOM QUALCOMM INC39.4K shares3.85%2026-03-312026-05-15

PWR QUANTA SVCS INC9.1K shares2.31%2026-03-312026-05-15

HSY HERSHEY CO23.6K shares-0.18%2026-03-312026-05-15

Sponsored

SBUX STARBUCKS CORP54.8K shares10.93%2026-03-312026-05-15

HEFA ISHARES TR112.7K shares0.00%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F63.2K shares-1.28%2026-03-312026-05-15

IEUR ISHARES TR66.9K shares-4.04%2026-03-312026-05-15

TT TRANE TECHNOLOGIES PLC11.3K shares-1.31%2026-03-312026-05-15

ACWX ISHARES TR67.9K shares-2.27%2026-03-312026-05-15

ROST ROSS STORES INC21.4K shares-0.19%2026-03-312026-05-15

VTIP VANGUARD MALVERN FDS92.5K shares0.00%2026-03-312026-05-15

Sponsored

MU MICRON TECHNOLOGY INC13.5K shares-29.63%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC13.4K shares23.76%2026-03-312026-05-15

WM WASTE MGMT INC DEL19.6K shares-4.14%2026-03-312026-05-15

XBI SPDR SERIES TRUST34.9K shares-0.58%2026-03-312026-05-15

NOW SERVICENOW INC42.2K shares16.53%2026-03-312026-05-15

ROK ROCKWELL AUTOMATION INC12.0K shares-0.19%2026-03-312026-05-15

EFG ISHARES TR38.5K shares-3.27%2026-03-312026-05-15

AFL AFLAC INC38.3K shares2.05%2026-03-312026-05-15

Sponsored

THE CIGNA GROUP THE CIGNA GROUP15.8K shares-1.49%2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP14.6K shares-0.44%2026-03-312026-05-15

INTU INTUIT9.7K shares-3.56%2026-03-312026-05-15

MCHP MICROCHIP TECHNOLOGY INC.64.4K shares16.77%2026-03-312026-05-15

PSLV SPROTT ASSET MANAGEMENT LP170.0K shares-3.32%2026-03-312026-05-15

USMV ISHARES TR44.4K shares-0.62%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC47.5K shares28.08%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC57.2K shares15.64%2026-03-312026-05-15

Sponsored

CVLC MORGAN STANLEY ETF TRUST51.1K shares20.83%2026-03-312026-05-15

SYY SYSCO CORP56.9K shares-3.17%2026-03-312026-05-15

GWW WW GRAINGER INC3.7K shares-0.13%2026-03-312026-05-15

CGW INVESCO EXCH TRADED FD TR II62.7K shares-10.90%2026-03-312026-05-15

WSO WATSCO INC10.6K shares-18.50%2026-03-312026-05-15

XYL XYLEM INC32.0K shares4.74%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR77.3K shares-3.45%2026-03-312026-05-15

IDXX IDEXX LABS INC6.8K shares-7.51%2026-03-312026-05-15

Sponsored

NYT NEW YORK TIMES CO MTN BE45.1K shares-7.93%2026-03-312026-05-15

ROP ROPER TECHNOLOGIES INC10.4K shares-8.33%2026-03-312026-05-15

PHYS SPROTT ASSET MANAGEMENT LP103.6K shares-6.12%2026-03-312026-05-15

MCO MOODYS CORP8.4K shares-1.58%2026-03-312026-05-15

GLW CORNING INC26.6K shares-19.29%2026-03-312026-05-15

WFC WELLS FARGO & CO45.1K shares-2.01%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR26.6K shares1.99%2026-03-312026-05-15

SUSB ISHARES TR140.9K shares6.87%2026-03-312026-05-15

Sponsored

EXPD EXPEDITORS INTL WASH INC24.5K shares-2.32%2026-03-312026-05-15

LNG CHENIERE ENERGY INC12.2K shares0.08%2026-03-312026-05-15

ULTA ULTA BEAUTY INC6.6K shares-5.98%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC30.2K shares0.52%2026-03-312026-05-15

ICF ISHARES TR55.2K shares-5.21%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC8.7K shares5.17%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 405.5K shares-7.29%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE IN21.3K shares0.24%2026-03-312026-05-15

Sponsored

NVO NOVO-NORDISK A S90.0K shares-13.90%2026-03-312026-05-15

MAR MARRIOTT INTL INC NEW9.9K shares0.01%2026-03-312026-05-15

CTSH COGNIZANT TECHNOLOGY SOLUTIO52.3K shares-21.66%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR5.6K shares-1.21%2026-03-312026-05-15

CBOE CBOE GLOBAL MKTS INC11.3K shares0.22%2026-03-312026-05-15

USB US BANCORP61.1K shares1.08%2026-03-312026-05-15

NUMV NUSHARES ETF TR81.7K shares0.00%2026-03-312026-05-15

ADBE ADOBE INC13.0K shares-18.09%2026-03-312026-05-15

Sponsored

ALL ALLSTATE CORP15.1K shares-1.92%2026-03-312026-05-15

ZTS ZOETIS INC25.5K shares-0.39%2026-03-312026-05-15

OTF BLUE OWL TECHNOLOGY FIN CORP242.3K shares86.36%2026-03-312026-05-15

MINT PIMCO ETF TR29.7K shares10.63%2026-03-312026-05-15

VOX VANGUARD WORLD FD16.5K shares-0.42%2026-03-312026-05-15

GDX VANECK ETF TRUST32.1K shares-3.67%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC22.5K shares1.64%2026-03-312026-05-15

AMAT APPLIED MATLS INC8.6K shares33.04%2026-03-312026-05-15

Sponsored

NKE NIKE INC55.4K shares-14.04%2026-03-312026-05-15

ETR ENTERGY CORP NEW25.5K shares0.13%2026-03-312026-05-15

LHX L3HARRIS TECHNOLOGIES INC8.2K shares-10.89%2026-03-312026-05-15

SUB ISHARES TR26.3K shares2.98%2026-03-312026-05-15

PYLD PIMCO ETF TR106.7K shares95.92%2026-03-312026-05-15

ESGV VANGUARD WORLD FD24.9K shares-0.25%2026-03-312026-05-15

T AT&T INC96.2K shares2.47%2026-03-312026-05-15

ASML ASML HLDG NV2.1K shares-9.99%2026-03-312026-05-15

Sponsored

KMB KIMBERLY-CLARK CORP28.5K shares-0.98%2026-03-312026-05-15

VO VANGUARD INDEX FDS9.6K shares3.09%2026-03-312026-05-15

PLD PROLOGIS INC.20.5K shares-13.81%2026-03-312026-05-15

TSCO TRACTOR SUPPLY CO59.7K shares-2.30%2026-03-312026-05-15

CCJ CAMECO CORP24.6K shares0.66%2026-03-312026-05-15

VGIT VANGUARD SCOTTSDALE FDS44.6K shares13.93%2026-03-312026-05-15

IVOO VANGUARD ADMIRAL FDS INC22.9K shares0.00%2026-03-312026-05-15

NUMG NUSHARES ETF TR63.3K shares0.00%2026-03-312026-05-15

Sponsored

BDX BECTON DICKINSON & CO16.4K shares-5.21%2026-03-312026-05-15

GLDM WORLD GOLD TR27.7K shares13.37%2026-03-312026-05-15

FCX FREEPORT MCMORAN INC43.3K shares0.23%2026-03-312026-05-15

VTV VANGUARD INDEX FDS12.9K shares7.11%2026-03-312026-05-15

BN BROOKFIELD CORP62.2K shares-8.46%2026-03-312026-05-15

CNI CANADIAN NATL RY CO24.3K shares-14.23%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC12.2K shares12.61%2026-03-312026-05-15

JCI JOHNSON CONTROLS INTERNATION18.9K shares1.60%2026-03-312026-05-15

Sponsored

CMCSA COMCAST CORP NEW85.0K shares-5.73%2026-03-312026-05-15

CARY ANGEL OAK FUNDS TRUST117.1K sharesnew addition2026-03-312026-05-15

PULS PGIM ETF TR48.8K shares-1.61%2026-03-312026-05-15

HPE HEWLETT PACKARD ENTERPRISE C101.0K shares-7.31%2026-03-312026-05-15

SNPS SYNOPSYS INC5.9K shares4.37%2026-03-312026-05-15

TMUS T-MOBILE US INC11.0K shares-10.56%2026-03-312026-05-15

MCK MCKESSON CORP2.7K shares-1.41%2026-03-312026-05-15

JMSI J P MORGAN EXCHANGE TRADED F45.1K shares18.76%2026-03-312026-05-15

Sponsored

VGSH VANGUARD SCOTTSDALE FDS38.2K shares4.74%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR36.0K shares4.75%2026-03-312026-05-15

VPU VANGUARD WORLD FD11.1K shares-3.93%2026-03-312026-05-15

OTIS OTIS WORLDWIDE CORP28.1K shares-8.26%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS27.0K shares-11.22%2026-03-312026-05-15

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC9.1K shares5.46%2026-03-312026-05-15

FCN FTI CONSULTING INC12.0K shares-0.01%2026-03-312026-05-15

IWR ISHARES TR21.8K shares-1.87%2026-03-312026-05-15

Sponsored

SCHF SCHWAB STRATEGIC TR84.8K shares-7.64%2026-03-312026-05-15

IRM IRON MTN INC DEL20.3K shares-4.34%2026-03-312026-05-15

HLT HILTON WORLDWIDE HLDGS INC6.8K shares4.79%2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO6.4K shares0.49%2026-03-312026-05-15

VONG VANGUARD SCOTTSDALE FDS18.5K shares-7.39%2026-03-312026-05-15

MMIN NEW YORK LIFE INVTS ACTIVE E85.3K shares48.88%2026-03-312026-05-15

INTC INTEL CORP45.7K shares5.98%2026-03-312026-05-15

BARRICK MNG CORP BARRICK MNG CORP49.0K shares-21.54%2026-03-312026-05-15

Sponsored

BINC BLACKROCK ETF TRUST II38.4K shares16.43%2026-03-312026-05-15

AZO AUTOZONE INC588 shares0.17%2026-03-312026-05-15

CBRE CBRE GROUP INC14.5K shares0.10%2026-03-312026-05-15

GAP GAP INC80.9K shares0.76%2026-03-312026-05-15

SUSC ISHARES TR83.8K shares6.47%2026-03-312026-05-15

ENSG ENSIGN GROUP INC9.6K shares0.01%2026-03-312026-05-15

GILD GILEAD SCIENCES INC13.8K shares0.63%2026-03-312026-05-15

SHY ISHARES TR23.3K shares0.00%2026-03-312026-05-15

Sponsored

PCAR PACCAR INC16.5K shares9.57%2026-03-312026-05-15

DAL DELTA AIR LINES INC28.4K shares1.62%2026-03-312026-05-15

FIW FIRST TR EXCHANGE-TRADED FD18.2K shares-1.66%2026-03-312026-05-15

MSCI MSCI INC3.5K shares-7.59%2026-03-312026-05-15

CSX CSX CORP45.3K shares-1.50%2026-03-312026-05-15

GBTC GRAYSCALE BITCOIN TRUST ETF35.1K shares0.00%2026-03-312026-05-15

PAYX PAYCHEX INC20.0K shares-2.24%2026-03-312026-05-15

WPM WHEATON PRECIOUS METALS CORP14.1K shares0.32%2026-03-312026-05-15

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC18.5K shares-6.21%2026-03-312026-05-15

CFG CITIZENS FINL GROUP INC30.5K shares-10.96%2026-03-312026-05-15

DVY ISHARES TR11.8K shares-0.01%2026-03-312026-05-15

ULS UL SOLUTIONS INC20.9K shares-0.22%2026-03-312026-05-15

BR BROADRIDGE FINL SOLUTIONS IN11.0K shares8.62%2026-03-312026-05-15

AEM AGNICO EAGLE MINES LTD8.7K shares-14.04%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC8.5K shares-12.36%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP6.3K shares-6.36%2026-03-312026-05-15

Sponsored

RVMD REVOLUTION MEDICINES INC17.9K shares-22.51%2026-03-312026-05-15

TPL TEXAS PACIFIC LAND CORPORATI3.6K shares0.17%2026-03-312026-05-15

ATR APTARGROUP INC13.6K shares0.30%2026-03-312026-05-15

CMI CUMMINS INC3.2K shares-0.22%2026-03-312026-05-15

VXUS VANGUARD STAR FDS22.1K shares18.74%2026-03-312026-05-15

VLTO VERALTO CORP19.2K shares0.71%2026-03-312026-05-15

IWD ISHARES TR7.8K shares-2.81%2026-03-312026-05-15

MLM MARTIN MARIETTA MATLS INC2.8K shares18.77%2026-03-312026-05-15

Sponsored

CTAS CINTAS CORP9.8K shares-2.03%2026-03-312026-05-15

CCK CROWN HLDGS INC16.3K shares2.31%2026-03-312026-05-15

SGOV ISHARES TR16.1K shares-6.12%2026-03-312026-05-15

GDXJ VANECK ETF TRUST13.5K shares0.00%2026-03-312026-05-15

VEEV VEEVA SYS INC9.2K shares0.12%2026-03-312026-05-15

HWM HOWMET AEROSPACE INC7.0K shares9.79%2026-03-312026-05-15

SPYV SPDR SERIES TRUST28.6K shares0.00%2026-03-312026-05-15

JAZZ JAZZ PHARMACEUTICALS PLC8.5K shares-23.94%2026-03-312026-05-15

Sponsored

KR KROGER CO22.2K shares2.23%2026-03-312026-05-15

PSX PHILLIPS 668.8K shares4.16%2026-03-312026-05-15

VFH VANGUARD WORLD FD13.1K shares0.00%2026-03-312026-05-15

AEIS ADVANCED ENERGY INDS4.8K shares0.17%2026-03-312026-05-15

VUG VANGUARD INDEX FDS3.5K shares28.21%2026-03-312026-05-15

NEM NEWMONT CORP13.9K shares-8.66%2026-03-312026-05-15

COP CONOCOPHILLIPS11.4K shares3.75%2026-03-312026-05-15

TOTALENERGIES SE TOTALENERGIES SE16.5K shares3.03%2026-03-312026-05-15

Sponsored

RMD RESMED INC6.6K shares-0.18%2026-03-312026-05-15

MNST MONSTER BEVERAGE CORP NEW20.3K shares-7.54%2026-03-312026-05-15

TER TERADYNE INC4.9K shares-2.40%2026-03-312026-05-15

VMC VULCAN MATLS CO5.3K shares-1.23%2026-03-312026-05-15

FITB FIFTH THIRD BANCORP30.9K shares25.01%2026-03-312026-05-15

GM GENERAL MTRS CO19.2K shares-13.54%2026-03-312026-05-15

IWP ISHARES TR11.2K shares1.56%2026-03-312026-05-15

TGT TARGET CORP11.8K shares1.89%2026-03-312026-05-15

Sponsored

AMP AMERIPRISE FINL INC3.2K shares-0.68%2026-03-312026-05-15

SLV ISHARES SILVER TR20.8K shares0.00%2026-03-312026-05-15

STERIS PLC STERIS PLC6.4K shares-5.21%2026-03-312026-05-15

YUM YUM BRANDS INC9.1K shares-0.45%2026-03-312026-05-15

DFUV DIMENSIONAL ETF TRUST28.9K shares0.00%2026-03-312026-05-15

BXSL BLACKSTONE SECD LENDING FD58.9K shares0.00%2026-03-312026-05-15

MKC MCCORMICK & CO INC27.6K shares-7.98%2026-03-312026-05-15

QSR RESTAURANT BRANDS INTL INC18.8K shares0.00%2026-03-312026-05-15

Sponsored

NTRS NORTHERN TR CORP9.8K shares-9.54%2026-03-312026-05-15

BNY MELLON ETF TRUST II BNY MELLON ETF TRUST II52.4K sharesnew addition2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW10.4K shares3.58%2026-03-312026-05-15

GSLC GOLDMAN SACHS ETF TR10.9K shares2.59%2026-03-312026-05-15

EDIV SPDR INDEX SHS FDS34.4K shares0.00%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC11.8K shares-13.75%2026-03-312026-05-15

ALC ALCON AG18.0K shares-0.34%2026-03-312026-05-15

FDX FEDEX CORP3.8K shares2.04%2026-03-312026-05-15

Sponsored

MMC MARSH & MCLENNAN COS INC7.8K shares-21.22%2026-03-312026-05-15

MO ALTRIA GROUP INC20.4K shares-0.51%2026-03-312026-05-15

ENB ENBRIDGE INC24.9K shares-30.77%2026-03-312026-05-15

ACWI ISHARES TR9.7K shares-1.90%2026-03-312026-05-15

BA BOEING CO6.7K shares11.22%2026-03-312026-05-15

FI FISERV INC23.8K shares-10.61%2026-03-312026-05-15

INBK FIRST INTERNET BANCORP64.9K shares-7.35%2026-03-312026-05-15

STLD STEEL DYNAMICS INC7.3K shares-3.27%2026-03-312026-05-15

Sponsored

BSX BOSTON SCIENTIFIC CORP21.0K shares307.00%2026-03-312026-05-15

ASTRAZENECA PLC ASTRAZENECA PLC6.8K sharesnew addition2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC4.5K shares-2.56%2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L34.4K shares-2.54%2026-03-312026-05-15

BAH BOOZ ALLEN HAMILTON HLDG COR16.6K shares91.22%2026-03-312026-05-15

VYGR VOYAGER THERAPEUTICS INC334.4K shares0.00%2026-03-312026-05-15

TFC TRUIST FINL CORP28.0K shares16.00%2026-03-312026-05-15

APP APPLOVIN CORP3.2K shares7.94%2026-03-312026-05-15

Sponsored

EOG EOG RES INC8.8K shares0.39%2026-03-312026-05-15

DHI D R HORTON INC9.3K shares11.90%2026-03-312026-05-15

MDLZ MONDELEZ INTL INC22.1K shares-2.49%2026-03-312026-05-15

FICO FAIR ISAAC CORP1.2K shares15.15%2026-03-312026-05-15

VXF VANGUARD INDEX FDS6.2K shares-1.58%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO5.0K shares4.91%2026-03-312026-05-15

WMB WILLIAMS COS INC17.3K shares149.06%2026-03-312026-05-15

BRO BROWN & BROWN INC19.3K shares-6.41%2026-03-312026-05-15

Sponsored

EBAY EBAY INC.13.7K shares-3.57%2026-03-312026-05-15

SPSM SPDR SERIES TRUST25.7K shares0.00%2026-03-312026-05-15

SO SOUTHERN CO12.7K shares-0.10%2026-03-312026-05-15

RELX RELX PLC36.8K shares-7.75%2026-03-312026-05-15

TE CONNECTIVITY PLC TE CONNECTIVITY PLC5.8K shares-25.14%2026-03-312026-05-15

QUAL ISHARES TR6.3K shares0.00%2026-03-312026-05-15

BHP BHP BILLITON LIMITED16.5K shares5.76%2026-03-312026-05-15

MBB ISHARES TR12.6K shares-16.10%2026-03-312026-05-15

Sponsored

TBLL INVESCO EXCH TRADED FD TR II11.2K shares0.00%2026-03-312026-05-15

CDNS CADENCE DESIGN SYSTEM INC4.2K shares-23.85%2026-03-312026-05-15

FFIV F5 INC4.1K shares-18.87%2026-03-312026-05-15

ULST SSGA ACTIVE ETF TR28.8K shares0.00%2026-03-312026-05-15

CORPAY INC CORPAY INC4.0K shares0.25%2026-03-312026-05-15

PZA INVESCO EXCH TRADED FD TR II50.0K shares0.00%2026-03-312026-05-15

VIPER ENERGY INC VIPER ENERGY INC24.2K shares0.00%2026-03-312026-05-15

ARM ARM HOLDINGS PLC7.5K shares0.00%2026-03-312026-05-15

Sponsored

PGR PROGRESSIVE CORP5.6K shares0.00%2026-03-312026-05-15

CENCORA INC CENCORA INC3.5K shares-3.64%2026-03-312026-05-15

TIP ISHARES TR10.0K shares29.87%2026-03-312026-05-15

GPC GENUINE PARTS CO10.4K shares63.60%2026-03-312026-05-15

VAW VANGUARD WORLD FD4.9K shares-2.51%2026-03-312026-05-15

RTO RENTOKIL INITIAL PLC34.8K shares4.76%2026-03-312026-05-15

URI UNITED RENTALS INC1.5K shares9.49%2026-03-312026-05-15

FSLR FIRST SOLAR INC5.5K shares-2.54%2026-03-312026-05-15

Sponsored

CMS CMS ENERGY CORP14.0K shares-0.26%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS14.6K shares-0.37%2026-03-312026-05-15

SRE SEMPRA11.0K shares0.13%2026-03-312026-05-15

TIPZ PIMCO ETF TR20.0K shares42.86%2026-03-312026-05-15

GIS GENERAL MILLS INC28.5K shares-24.66%2026-03-312026-05-15

VBK VANGUARD INDEX FDS3.5K shares16.75%2026-03-312026-05-15

EFX EQUIFAX INC5.9K shares1.86%2026-03-312026-05-15

PPG PPG INDS INC9.9K shares-16.77%2026-03-312026-05-15

Sponsored

ORI OLD REP INTL CORP26.4K shares0.00%2026-03-312026-05-15

EQIX EQUINIX INC1.1K shares-7.75%2026-03-312026-05-15

FULC FULCRUM THERAPEUTICS INC136.6K shares0.00%2026-03-312026-05-15

CME CME GROUP INC3.5K shares3.71%2026-03-312026-05-15

VONV VANGUARD SCOTTSDALE FDS11.0K shares-7.99%2026-03-312026-05-15

LYB LYONDELLBASELL INDUSTRIES NV12.8K shares-31.58%2026-03-312026-05-15

BK BANK NEW YORK MELLON CORP8.7K shares-0.98%2026-03-312026-05-15

NEU NEWMARKET CORP1.6K shares-10.48%2026-03-312026-05-15

Sponsored

LPLA LPL FINL HLDGS INC3.4K shares-11.44%2026-03-312026-05-15

ING ING GROEP N.V.38.4K shares-8.78%2026-03-312026-05-15

BAP CREDICORP LTD2.9K shares4.29%2026-03-312026-05-15

SCHM SCHWAB STRATEGIC TR32.2K shares-5.94%2026-03-312026-05-15

TTWO TAKE-TWO INTERACTIVE SOFTWAR5.0K shares5.24%2026-03-312026-05-15

LNT ALLIANT ENERGY CORP13.6K shares0.32%2026-03-312026-05-15

FIX COMFORT SYS USA INC702 shares2.78%2026-03-312026-05-15

URA GLOBAL X FDS19.6K shares0.00%2026-03-312026-05-15

Sponsored

VIAV VIAVI SOLUTIONS INC28.4K shares-21.23%2026-03-312026-05-15

AJG GALLAGHER ARTHUR J & CO4.3K shares-3.17%2026-03-312026-05-15

NDAQ NASDAQ INC11.0K shares0.77%2026-03-312026-05-15

GSK PLC GSK PLC16.9K shares-0.27%2026-03-312026-05-15

FNV FRANCO NEV CORP3.8K shares0.00%2026-03-312026-05-15

SIL GLOBAL X FDS10.3K shares0.00%2026-03-312026-05-15

FTNT FORTINET INC11.2K shares0.84%2026-03-312026-05-15

ABCB AMERIS BANCORP11.7K shares-16.09%2026-03-312026-05-15

Sponsored

BE BLOOM ENERGY CORP6.7K shares2.11%2026-03-312026-05-15

FLOT ISHARES TR17.8K shares-41.59%2026-03-312026-05-15

SPXC SPX TECHNOLOGIES INC4.5K shares7.05%2026-03-312026-05-15

RBC RBC BEARINGS INC1.7K shares-6.76%2026-03-312026-05-15

ICLN ISHARES TR49.3K shares-1.89%2026-03-312026-05-15

OMC OMNICOM GROUP INC11.9K shares-6.42%2026-03-312026-05-15

VDE VANGUARD WORLD FD5.2K shares-6.95%2026-03-312026-05-15

HEDJ WISDOMTREE TR16.8K shares0.00%2026-03-312026-05-15

Sponsored

SCHR SCHWAB STRATEGIC TR35.1K shares0.00%2026-03-312026-05-15

POWL POWELL INDS INC1.6K shares5.49%2026-03-312026-05-15

CRS CARPENTER TECHNOLOGY CORP2.2K shares0.00%2026-03-312026-05-15

MTSI MACOM TECH SOLUTIONS HLDGS I3.9K shares-39.20%2026-03-312026-05-15

EW EDWARDS LIFESCIENCES CORP10.7K shares-0.14%2026-03-312026-05-15

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC11.0K shares-16.81%2026-03-312026-05-15

GL GLOBE LIFE INC6.0K shares-1.45%2026-03-312026-05-15

DGX QUEST DIAGNOSTICS INC4.2K shares-2.62%2026-03-312026-05-15

Sponsored

CASY CASEYS GEN STORES INC1.1K shares1.16%2026-03-312026-05-15

ARES ARES MANAGEMENT CORPORATION7.5K shares233.78%2026-03-312026-05-15

TKO TKO GROUP HOLDINGS INC4.1K shares0.74%2026-03-312026-05-15

MEDP MEDPACE HLDGS INC1.7K shares0.00%2026-03-312026-05-15

RSG REPUBLIC SVCS INC3.7K shares1.06%2026-03-312026-05-15

SCI SERVICE CORP INTL9.8K shares0.00%2026-03-312026-05-15

IQV IQVIA HLDGS INC4.7K shares-7.78%2026-03-312026-05-15

WAT WATERS CORP2.7K shares368.17%2026-03-312026-05-15

Sponsored

MGY MAGNOLIA OIL & GAS CORP25.4K shares0.00%2026-03-312026-05-15

WTRG ESSENTIAL UTILS INC19.9K shares-0.33%2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS9.7K shares36.44%2026-03-312026-05-15

SCHO SCHWAB STRATEGIC TR32.8K shares-13.86%2026-03-312026-05-15

EBC EASTERN BANKSHARES INC40.6K shares172.89%2026-03-312026-05-15

SEI SOLARIS ENERGY INFRAS INC13.9K shares0.00%2026-03-312026-05-15

MPWR MONOLITHIC PWR SYS INC716 shares0.28%2026-03-312026-05-15

ALLY ALLY FINL INC19.9K shares0.28%2026-03-312026-05-15

Sponsored

IVE ISHARES TR3.7K shares-12.78%2026-03-312026-05-15

AXON AXON ENTERPRISE INC1.8K shares-4.52%2026-03-312026-05-15

MELI MERCADOLIBRE INC445 shares-17.13%2026-03-312026-05-15

SPYG SPDR SERIES TRUST7.8K shares-18.45%2026-03-312026-05-15

EFAV ISHARES TR8.4K shares-16.41%2026-03-312026-05-15

STPZ PIMCO ETF TR14.1K shares-19.84%2026-03-312026-05-15

EQT CORP EQT CORP12.0K shares36.00%2026-03-312026-05-15

SUPN SUPERNUS PHARMACEUTICALS14.7K shares0.00%2026-03-312026-05-15

Sponsored

DEO DIAGEO PLC10.2K shares-10.29%2026-03-312026-05-15

BUNGE GLOBAL SA BUNGE GLOBAL SA6.0K shares-0.15%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP8.1K shares21.68%2026-03-312026-05-15

MPC MARATHON PETE CORP3.1K shares-0.61%2026-03-312026-05-15

SPOT SPOTIFY TECHNOLOGY S A1.5K shares-4.19%2026-03-312026-05-15

SHOP SHOPIFY INC6.2K shares-9.55%2026-03-312026-05-15

STRL STERLING INFRASTRUCTURE INC1.8K shares0.00%2026-03-312026-05-15

GTES GATES INDL CORP PLC32.0K shares-2.67%2026-03-312026-05-15

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC2.6K shares1.27%2026-03-312026-05-15

XLB SELECT SECTOR SPDR TR14.4K shares17.21%2026-03-312026-05-15

MSTR STRATEGY INC5.8K shares-0.28%2026-03-312026-05-15

CRH PLC CRH PLC7.0K shares3.05%2026-03-312026-05-15

MTDR MATADOR RES CO11.2K shares0.21%2026-03-312026-05-15

DDOG DATADOG INC6.0K shares103.40%2026-03-312026-05-15

UMBF UMB FINL CORP6.2K shares-18.62%2026-03-312026-05-15

SONY SONY GROUP CORP33.7K shares-7.33%2026-03-312026-05-15

Sponsored

WY WEYERHAEUSER CO28.5K shares36.53%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP3.8K shares48.66%2026-03-312026-05-15

XLP SELECT SECTOR SPDR TR8.4K shares0.00%2026-03-312026-05-15

NXPI NXP SEMICONDUCTORS N V3.5K shares-0.26%2026-03-312026-05-15

LOPE GRAND CANYON ED INC4.1K shares0.00%2026-03-312026-05-15

IP INTERNATIONAL PAPER CO19.2K shares-0.25%2026-03-312026-05-15

LUV SOUTHWEST AIRLS CO18.2K shares-21.18%2026-03-312026-05-15

VIS VANGUARD WORLD FD2.2K shares-3.53%2026-03-312026-05-15

Sponsored

HLN HALEON PLC68.0K shares9.32%2026-03-312026-05-15

BSVO EA SERIES TRUST26.8K shares0.00%2026-03-312026-05-15

BNY MELLON ETF TRUST II BNY MELLON ETF TRUST II27.6K sharesnew addition2026-03-312026-05-15

PRIM PRIMORIS SVCS CORP4.7K shares-6.24%2026-03-312026-05-15

IVV

ISHARES TR

-2.66%

Shares1.5M

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

-0.16%

Shares643

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

-2.37%

Shares2.9M

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

0.90%

Shares4.6M

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-3.29%

Shares1.5M

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

-0.95%

Shares4.8M

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-2.89%

Shares642.3K

Event2026-03-31

Filed2026-05-15

CPNG

COUPANG INC

-5.76%

Shares11.7M

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-5.50%

Shares681.7K

Event2026-03-31

Filed2026-05-15

EIPX

FIRST TR EXCHANGE-TRADED FD

-2.91%

Shares5.0M

Event2026-03-31

Filed2026-05-15

EPS

WISDOMTREE TR

-1.97%

Shares1.9M

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-1.21%

Shares605.3K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-3.51%

Shares694.7K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

-1.87%

Shares1.8M

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-3.78%

Shares591.3K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-3.39%

Shares348.6K

Event2026-03-31

Filed2026-05-15

ESGU

ISHARES TR

2.76%

Shares697.2K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

-3.37%

Shares305.8K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-2.77%

Shares313.4K

Event2026-03-31

Filed2026-05-15

KRE

SPDR SERIES TRUST

35.67%

Shares1.3M

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-3.30%

Shares323.0K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

-0.91%

Shares227.9K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

-4.70%

Shares311.3K

Event2026-03-31

Filed2026-05-15

WCMI

FIRST TR EXCHANGE-TRADED FD

34.07%

Shares3.7M

Event2026-03-31

Filed2026-05-15

ESGD

ISHARES TR

4.37%

Shares643.8K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

2.32%

Shares126.4K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

0.90%

Shares314.2K

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

-4.05%

Shares39.5K

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

-0.45%

Shares339.9K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

-3.31%

Shares425.6K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

-3.43%

Shares350.3K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

-4.13%

Shares406.4K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-1.69%

Shares78.5K

Event2026-03-31

Filed2026-05-15

IGSB

ISHARES TR

-1.00%

Shares846.0K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

-2.13%

Shares569.0K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

-0.90%

Shares61.3K

Event2026-03-31

Filed2026-05-15

VISA INC

-3.31%

Shares139.9K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

-1.92%

Shares41.3K

Event2026-03-31

Filed2026-05-15

CBT

CABOT CORP

0.00%

Shares536.7K

Event2026-03-31

Filed2026-05-15

ESML

ISHARES TR

-0.84%

Shares854.2K

Event2026-03-31

Filed2026-05-15

IGIB

ISHARES TR

2.22%

Shares741.5K

Event2026-03-31

Filed2026-05-15

KBWB

INVESCO EXCH TRADED FD TR II

-24.11%

Shares481.6K

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP

-5.69%

Shares293.0K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

-3.91%

Shares360.5K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

-2.21%

Shares182.8K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

-3.05%

Shares216.0K

Event2026-03-31

Filed2026-05-15

CTRA

COTERRA ENERGY INC

0.03%

Shares908.9K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

-1.75%

Shares95.8K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

-5.82%

Shares60.2K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-0.30%

Shares45.0K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

-0.63%

Shares58.4K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

6.83%

Shares95.5K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

-2.22%

Shares134.6K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

-3.00%

Shares289.3K

Event2026-03-31

Filed2026-05-15

RGEF

TIDAL TRUST III

-1.37%

Shares886.1K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES INC

3.13%

Shares76.7K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

-2.40%

Shares28.6K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

-0.13%

Shares27.0K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

-1.16%

Shares158.1K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

-5.09%

Shares92.7K

Event2026-03-31

Filed2026-05-15

CHD

CHURCH & DWIGHT CO INC

-2.88%

Shares239.3K

Event2026-03-31

Filed2026-05-15