Sponsored

The Analysis of Financial Solutions Advisory Group, Inc.'s Holdings & P&L

Currently, Financial Solutions Advisory Group, Inc. holds 174 types of securities in its portfolio with a total value $723.4M. In the most recent quarter, they have increased their positions in SPTS (+3.5M shares, valued at $103.1M), SCHX (+2.8M shares, valued at $70.8M), ISTB (+1.2M shares, valued at $57.4M); initiated new positions in SPTS (+3.5M shares, valued at $103.1M), SCHX (+2.8M shares, valued at $70.8M), ISTB (+1.2M shares, valued at $57.4M).

1M P&L

+4.7M+0.67%

3M P&L

+17.6M+2.58%

HY P&L

+27.7M+4.12%

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/A586.5M

90.2%

2Drug Manufacturers - General6.6M

1.0%

3Software - Infrastructure5.1M

0.8%

Top Industries by Stock Count

1N/A83 stocks

52.5%

2Drug Manufacturers - General7 stocks

4.4%

3Software - Infrastructure5 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPTS SPDR SERIES TRUST3.5M sharesnew addition2026-03-312026-06-01

SCHX SCHWAB STRATEGIC TR2.8M sharesnew addition2026-03-312026-06-01

ISTB ISHARES TR1.2M sharesnew addition2026-03-312026-06-01

INVESCO QQQ TR INVESCO QQQ TR89.1K sharesnew addition2026-03-312026-06-01

SPY STATE STR SPDR S&P 500 ETF T72.6K sharesnew addition2026-03-312026-06-01

SCHM SCHWAB STRATEGIC TR1.3M sharesnew addition2026-03-312026-06-01

VTIP VANGUARD MALVERN FDS522.1K sharesnew addition2026-03-312026-06-01

IWM ISHARES TR68.4K sharesnew addition2026-03-312026-06-01

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD845.6K sharesnew addition2026-03-312026-06-01

VEU VANGUARD INTL EQUITY INDEX F207.5K sharesnew addition2026-03-312026-06-01

XLK SELECT SECTOR SPDR TR115.4K sharesnew addition2026-03-312026-06-01

JPST J P MORGAN EXCHANGE TRADED F270.6K sharesnew addition2026-03-312026-06-01

BROADCOM INC BROADCOM INC43.2K sharesnew addition2026-03-312026-06-01

BSCQ INVESCO EXCH TRD SLF IDX FD584.6K sharesnew addition2026-03-312026-06-01

MOAT VANECK ETF TRUST111.3K sharesnew addition2026-03-312026-06-01

SUB ISHARES TR99.7K sharesnew addition2026-03-312026-06-01

Sponsored

BSMR INVESCO EXCH TRD SLF IDX FD344.8K sharesnew addition2026-03-312026-06-01

JPSE J P MORGAN EXCHANGE TRADED F146.9K sharesnew addition2026-03-312026-06-01

BSCS INVESCO EXCH TRD SLF IDX FD358.4K sharesnew addition2026-03-312026-06-01

USRT ISHARES TR115.4K sharesnew addition2026-03-312026-06-01

SPYM SPDR SERIES TRUST83.1K sharesnew addition2026-03-312026-06-01

BSCT INVESCO EXCH TRD SLF IDX FD332.7K sharesnew addition2026-03-312026-06-01

IJR ISHARES TR49.5K sharesnew addition2026-03-312026-06-01

VTI VANGUARD INDEX FDS16.5K sharesnew addition2026-03-312026-06-01

Sponsored

SCHF SCHWAB STRATEGIC TR200.6K sharesnew addition2026-03-312026-06-01

SCHB SCHWAB STRATEGIC TR195.4K sharesnew addition2026-03-312026-06-01

CMI CUMMINS INC9.0K sharesnew addition2026-03-312026-06-01

BIL SPDR SERIES TRUST46.6K sharesnew addition2026-03-312026-06-01

IJH ISHARES TR62.5K sharesnew addition2026-03-312026-06-01

MSFT MICROSOFT CORP10.6K sharesnew addition2026-03-312026-06-01

BSMQ INVESCO EXCH TRD SLF IDX FD163.9K sharesnew addition2026-03-312026-06-01

VIG VANGUARD SPECIALIZED FUNDS17.4K sharesnew addition2026-03-312026-06-01

Sponsored

SPMD SPDR SERIES TRUST63.2K sharesnew addition2026-03-312026-06-01

SPTM SPDR SERIES TRUST46.9K sharesnew addition2026-03-312026-06-01

AAPL APPLE INC13.1K sharesnew addition2026-03-312026-06-01

BSMS INVESCO EXCH TRD SLF IDX FD138.4K sharesnew addition2026-03-312026-06-01

SCHD SCHWAB STRATEGIC TR105.3K sharesnew addition2026-03-312026-06-01

UNP UNION PAC CORP13.1K sharesnew addition2026-03-312026-06-01

JPM JPMORGAN CHASE & CO10.5K sharesnew addition2026-03-312026-06-01

IVV ISHARES TR4.3K sharesnew addition2026-03-312026-06-01

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T12.2K sharesnew addition2026-03-312026-06-01

NVDA NVIDIA CORPORATION12.8K sharesnew addition2026-03-312026-06-01

JMST J P MORGAN EXCHANGE TRADED F42.9K sharesnew addition2026-03-312026-06-01

IVW ISHARES TR19.1K sharesnew addition2026-03-312026-06-01

ABBV ABBVIE INC9.8K sharesnew addition2026-03-312026-06-01

IVE ISHARES TR9.2K sharesnew addition2026-03-312026-06-01

SCHA SCHWAB STRATEGIC TR66.4K sharesnew addition2026-03-312026-06-01

AMZN AMAZON COM INC9.0K sharesnew addition2026-03-312026-06-01

Sponsored

XOM EXXON MOBIL CORP10.3K sharesnew addition2026-03-312026-06-01

SPHD INVESCO EXCH TRADED FD TR II34.0K sharesnew addition2026-03-312026-06-01

BSMT INVESCO EXCH TRD SLF IDX FD72.5K sharesnew addition2026-03-312026-06-01

VNQ VANGUARD INDEX FDS17.8K sharesnew addition2026-03-312026-06-01

KHC KRAFT HEINZ CO61.0K sharesnew addition2026-03-312026-06-01

LLY ELI LILLY & CO1.4K sharesnew addition2026-03-312026-06-01

GIS GENERAL MILLS INC35.5K sharesnew addition2026-03-312026-06-01

SCHE SCHWAB STRATEGIC TR40.1K sharesnew addition2026-03-312026-06-01

Sponsored

MCD MCDONALDS CORP4.0K sharesnew addition2026-03-312026-06-01

VHT VANGUARD WORLD FD4.1K sharesnew addition2026-03-312026-06-01

TAP MOLSON COORS BEVERAGE CO25.2K sharesnew addition2026-03-312026-06-01

PG PROCTER & GAMBLE CO7.4K sharesnew addition2026-03-312026-06-01

ADBE ADOBE INC4.3K sharesnew addition2026-03-312026-06-01

ABT ABBOTT LABORATORIES10.0K sharesnew addition2026-03-312026-06-01

MDY STATE STR SPDR S&P MIDCAP 401.7K sharesnew addition2026-03-312026-06-01

CVX CHEVRON CORPORATION4.9K sharesnew addition2026-03-312026-06-01

Sponsored

PDEC INNOVATOR ETFS TRUST23.8K sharesnew addition2026-03-312026-06-01

PWV INVESCO EXCHANGE TRADED FD T14.5K sharesnew addition2026-03-312026-06-01

ZTS ZOETIS INC8.5K sharesnew addition2026-03-312026-06-01

CLX CLOROX CO DEL9.3K sharesnew addition2026-03-312026-06-01

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.7K sharesnew addition2026-03-312026-06-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K sharesnew addition2026-03-312026-06-01

AMAT APPLIED MATLS INC2.6K sharesnew addition2026-03-312026-06-01

WMT WALMART INC7.1K sharesnew addition2026-03-312026-06-01

Sponsored

EFA ISHARES TR8.9K sharesnew addition2026-03-312026-06-01

AMGN AMGEN INC2.5K sharesnew addition2026-03-312026-06-01

ZBH ZIMMER BIOMET HOLDINGS INC9.6K sharesnew addition2026-03-312026-06-01

STZ CONSTELLATION BRANDS INC5.5K sharesnew addition2026-03-312026-06-01

FTXG FIRST TR EXCHANGE TRADED FD36.9K sharesnew addition2026-03-312026-06-01

PFE PFIZER INC27.4K sharesnew addition2026-03-312026-06-01

DIS DISNEY WALT CO7.9K sharesnew addition2026-03-312026-06-01

AXP AMERICAN EXPRESS CO2.5K sharesnew addition2026-03-312026-06-01

Sponsored

HD HOME DEPOT INC2.2K sharesnew addition2026-03-312026-06-01

KMB KIMBERLY-CLARK CORP7.2K sharesnew addition2026-03-312026-06-01

ICSH ISHARES TR13.4K sharesnew addition2026-03-312026-06-01

EVSM MORGAN STANLEY ETF TRUST13.5K sharesnew addition2026-03-312026-06-01

UNH UNITEDHEALTH GROUP INC2.5K sharesnew addition2026-03-312026-06-01

IGV ISHARES TR8.3K sharesnew addition2026-03-312026-06-01

META META PLATFORMS INC1.1K sharesnew addition2026-03-312026-06-01

ADP AUTOMATIC DATA PROCESSING IN3.1K sharesnew addition2026-03-312026-06-01

Sponsored

NVO NOVO-NORDISK A S17.2K sharesnew addition2026-03-312026-06-01

NEE NEXTERA ENERGY INC6.8K sharesnew addition2026-03-312026-06-01

PEP PEPSICO INC4.0K sharesnew addition2026-03-312026-06-01

BUG GLOBAL X FDS24.6K sharesnew addition2026-03-312026-06-01

ALPHABET INC ALPHABET INC2.1K sharesnew addition2026-03-312026-06-01

MERCK & CO INC MERCK & CO INC5.1K sharesnew addition2026-03-312026-06-01

PLTR PALANTIR TECHNOLOGIES INC4.2K sharesnew addition2026-03-312026-06-01

JNJ JOHNSON & JOHNSON2.5K sharesnew addition2026-03-312026-06-01

Sponsored

VNLA JANUS DETROIT STR TR12.3K sharesnew addition2026-03-312026-06-01

UPS UNITED PARCEL SVCS INC6.1K sharesnew addition2026-03-312026-06-01

PM PHILIP MORRIS INTL INC3.4K sharesnew addition2026-03-312026-06-01

DIA STATE STR SPDR DOW JONES IND1.2K sharesnew addition2026-03-312026-06-01

IDEC INNOVATOR ETFS TRUST17.1K sharesnew addition2026-03-312026-06-01

T AT&T INC19.1K sharesnew addition2026-03-312026-06-01

EEM ISHARES TR9.4K sharesnew addition2026-03-312026-06-01

V VISA INC1.8K sharesnew addition2026-03-312026-06-01

Sponsored

IWN ISHARES TR2.8K sharesnew addition2026-03-312026-06-01

DLAG FIRST TR EXCHNG TRADED FD VI16.6K sharesnew addition2026-03-312026-06-01

ACWI ISHARES TR3.7K sharesnew addition2026-03-312026-06-01

BFRZ INNOVATOR ETFS TRUST18.9K sharesnew addition2026-03-312026-06-01

RTX RTX CORPORATION2.6K sharesnew addition2026-03-312026-06-01

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST22.9K sharesnew addition2026-03-312026-06-01

CSCO CISCO SYS INC6.2K sharesnew addition2026-03-312026-06-01

SPYV SPDR SERIES TRUST8.5K sharesnew addition2026-03-312026-06-01

Sponsored

ALL ALLSTATE CORP2.3K sharesnew addition2026-03-312026-06-01

IGM ISHARES TR3.8K sharesnew addition2026-03-312026-06-01

CAT CATERPILLAR INC620 sharesnew addition2026-03-312026-06-01

IGSB ISHARES TR8.2K sharesnew addition2026-03-312026-06-01

ARISTA NETWORKS INC ARISTA NETWORKS INC3.3K sharesnew addition2026-03-312026-06-01

PVH PVH CORPORATION5.5K sharesnew addition2026-03-312026-06-01

QCOM QUALCOMM INC2.9K sharesnew addition2026-03-312026-06-01

RWJ INVESCO EXCH TRADED FD TR II7.2K sharesnew addition2026-03-312026-06-01

Sponsored

HON HONEYWELL INTL INC1.6K sharesnew addition2026-03-312026-06-01

IYW ISHARES TR2.0K sharesnew addition2026-03-312026-06-01

SMH VANECK ETF TRUST902 sharesnew addition2026-03-312026-06-01

NSC NORFOLK SOUTHN CORP1.2K sharesnew addition2026-03-312026-06-01

VANGUARD INDEX FDS VANGUARD INDEX FDS576 sharesnew addition2026-03-312026-06-01

IBB ISHARES TR2.0K sharesnew addition2026-03-312026-06-01

LULU LULULEMON ATHLETICA INC2.2K sharesnew addition2026-03-312026-06-01

VGT VANGUARD WORLD FD483 sharesnew addition2026-03-312026-06-01

Sponsored

KO COCA COLA CO4.3K sharesnew addition2026-03-312026-06-01

IIF MORGAN STANLEY INDIA INVT FD15.8K sharesnew addition2026-03-312026-06-01

XBI SPDR SERIES TRUST2.5K sharesnew addition2026-03-312026-06-01

KDEC INNOVATOR ETFS TRUST12.2K sharesnew addition2026-03-312026-06-01

WM WASTE MGMT INC DEL1.4K sharesnew addition2026-03-312026-06-01

EMR EMERSON ELEC CO2.3K sharesnew addition2026-03-312026-06-01

VTV VANGUARD INDEX FDS1.5K sharesnew addition2026-03-312026-06-01

PANW PALO ALTO NETWORKS INC1.8K sharesnew addition2026-03-312026-06-01

Sponsored

IT GARTNER INC1.9K sharesnew addition2026-03-312026-06-01

FELG FIDELITY COVINGTON TRUST7.9K sharesnew addition2026-03-312026-06-01

SDVY FIRST TR EXCHANGE TRADED FD7.4K sharesnew addition2026-03-312026-06-01

AFL AFLAC INC2.6K sharesnew addition2026-03-312026-06-01

IJT ISHARES TR2.0K sharesnew addition2026-03-312026-06-01

TXN TEXAS INSTRS INC1.5K sharesnew addition2026-03-312026-06-01

ORCL ORACLE CORP1.9K sharesnew addition2026-03-312026-06-01

EATON CORP PLC EATON CORP PLC796 sharesnew addition2026-03-312026-06-01

Sponsored

COST COSTCO WHOLESALE CORPORATION282 sharesnew addition2026-03-312026-06-01

SHY ISHARES TR3.4K sharesnew addition2026-03-312026-06-01

KJAN INNOVATOR ETFS TRUST6.6K sharesnew addition2026-03-312026-06-01

ALPHABET INC ALPHABET INC948 sharesnew addition2026-03-312026-06-01

CB CHUBB LTD SWITZ831 sharesnew addition2026-03-312026-06-01

AON PLC AON PLC812 sharesnew addition2026-03-312026-06-01

MRNA MODERNA INC5.2K sharesnew addition2026-03-312026-06-01

LMT LOCKHEED MARTIN CORP431 sharesnew addition2026-03-312026-06-01

Sponsored

GE AEROSPACE GE AEROSPACE915 sharesnew addition2026-03-312026-06-01

SPSM SPDR SERIES TRUST5.3K sharesnew addition2026-03-312026-06-01

TJX TJX COS INC NEW1.6K sharesnew addition2026-03-312026-06-01

NOC NORTHROP GRUMMAN CORP373 sharesnew addition2026-03-312026-06-01

AEP AMERICAN ELEC PWR CO INC1.9K sharesnew addition2026-03-312026-06-01

BIIB BIOGEN INC1.4K sharesnew addition2026-03-312026-06-01

SYK STRYKER CORPORATION750 sharesnew addition2026-03-312026-06-01

IJJ ISHARES TR1.8K sharesnew addition2026-03-312026-06-01

Sponsored

SPDW SPDR INDEX SHS FDS5.2K sharesnew addition2026-03-312026-06-01

XLF SELECT SECTOR SPDR TR4.7K sharesnew addition2026-03-312026-06-01

DVN DEVON ENERGY CORP NEW4.6K sharesnew addition2026-03-312026-06-01

BLACKROCK INC BLACKROCK INC239 sharesnew addition2026-03-312026-06-01

VZ VERIZON COMMUNICATIONS INC4.5K sharesnew addition2026-03-312026-06-01

LAM RESEARCH CORP LAM RESEARCH CORP1.1K sharesnew addition2026-03-312026-06-01

IWF ISHARES TR521 sharesnew addition2026-03-312026-06-01

TSLA TESLA INC583 sharesnew addition2026-03-312026-06-01

Sponsored

GEV GE VERNOVA INC248 sharesnew addition2026-03-312026-06-01

IUSV ISHARES TR2.0K sharesnew addition2026-03-312026-06-01

TGT TARGET CORP1.7K sharesnew addition2026-03-312026-06-01

MS MORGAN STANLEY1.2K sharesnew addition2026-03-312026-06-01

XSHD INVESCO EXCH TRADED FD TR II14.8K sharesnew addition2026-03-312026-06-01

MQ MARQETA INC10.0K sharesnew addition2026-03-312026-06-01

SPTS

SPDR SERIES TRUST

New

Shares3.5M

Event2026-03-31

Filed2026-06-01

SCHX

SCHWAB STRATEGIC TR

New

Shares2.8M

Event2026-03-31

Filed2026-06-01

ISTB

ISHARES TR

New

Shares1.2M

Event2026-03-31

Filed2026-06-01

INVESCO QQQ TR

New

Shares89.1K

Event2026-03-31

Filed2026-06-01

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares72.6K

Event2026-03-31

Filed2026-06-01

SCHM

SCHWAB STRATEGIC TR

New

Shares1.3M

Event2026-03-31

Filed2026-06-01

VTIP

VANGUARD MALVERN FDS

New

Shares522.1K

Event2026-03-31

Filed2026-06-01

IWM

ISHARES TR

New

Shares68.4K

Event2026-03-31

Filed2026-06-01

BSCR

INVESCO EXCH TRD SLF IDX FD

New

Shares845.6K

Event2026-03-31

Filed2026-06-01

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares207.5K

Event2026-03-31

Filed2026-06-01

XLK

SELECT SECTOR SPDR TR

New

Shares115.4K

Event2026-03-31

Filed2026-06-01

JPST

J P MORGAN EXCHANGE TRADED F

New

Shares270.6K

Event2026-03-31

Filed2026-06-01

BROADCOM INC

New

Shares43.2K

Event2026-03-31

Filed2026-06-01

BSCQ

INVESCO EXCH TRD SLF IDX FD

New

Shares584.6K

Event2026-03-31

Filed2026-06-01

MOAT

VANECK ETF TRUST

New

Shares111.3K

Event2026-03-31

Filed2026-06-01

SUB

ISHARES TR

New

Shares99.7K

Event2026-03-31

Filed2026-06-01

BSMR

INVESCO EXCH TRD SLF IDX FD

New

Shares344.8K

Event2026-03-31

Filed2026-06-01

JPSE

J P MORGAN EXCHANGE TRADED F

New

Shares146.9K

Event2026-03-31

Filed2026-06-01

BSCS

INVESCO EXCH TRD SLF IDX FD

New

Shares358.4K

Event2026-03-31

Filed2026-06-01

USRT

ISHARES TR

New

Shares115.4K

Event2026-03-31

Filed2026-06-01

SPYM

SPDR SERIES TRUST

New

Shares83.1K

Event2026-03-31

Filed2026-06-01

BSCT

INVESCO EXCH TRD SLF IDX FD

New

Shares332.7K

Event2026-03-31

Filed2026-06-01

IJR

ISHARES TR

New

Shares49.5K

Event2026-03-31

Filed2026-06-01

VTI

VANGUARD INDEX FDS

New

Shares16.5K

Event2026-03-31

Filed2026-06-01

SCHF

SCHWAB STRATEGIC TR

New

Shares200.6K

Event2026-03-31

Filed2026-06-01

SCHB

SCHWAB STRATEGIC TR

New

Shares195.4K

Event2026-03-31

Filed2026-06-01

CMI

CUMMINS INC

New

Shares9.0K

Event2026-03-31

Filed2026-06-01

BIL

SPDR SERIES TRUST

New

Shares46.6K

Event2026-03-31

Filed2026-06-01

IJH

ISHARES TR

New

Shares62.5K

Event2026-03-31

Filed2026-06-01

MSFT

MICROSOFT CORP

New

Shares10.6K

Event2026-03-31

Filed2026-06-01

BSMQ

INVESCO EXCH TRD SLF IDX FD

New

Shares163.9K

Event2026-03-31

Filed2026-06-01

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares17.4K

Event2026-03-31

Filed2026-06-01

SPMD

SPDR SERIES TRUST

New

Shares63.2K

Event2026-03-31

Filed2026-06-01

SPTM

SPDR SERIES TRUST

New

Shares46.9K

Event2026-03-31

Filed2026-06-01

AAPL

APPLE INC

New

Shares13.1K

Event2026-03-31

Filed2026-06-01

BSMS

INVESCO EXCH TRD SLF IDX FD

New

Shares138.4K

Event2026-03-31

Filed2026-06-01

SCHD

SCHWAB STRATEGIC TR

New

Shares105.3K

Event2026-03-31

Filed2026-06-01

UNP

UNION PAC CORP

New

Shares13.1K

Event2026-03-31

Filed2026-06-01

JPM

JPMORGAN CHASE & CO

New

Shares10.5K

Event2026-03-31

Filed2026-06-01

IVV

ISHARES TR

New

Shares4.3K

Event2026-03-31

Filed2026-06-01

INVESCO EXCHANGE TRADED FD T

New

Shares12.2K

Event2026-03-31

Filed2026-06-01

NVDA

NVIDIA CORPORATION

New

Shares12.8K

Event2026-03-31

Filed2026-06-01

JMST

J P MORGAN EXCHANGE TRADED F

New

Shares42.9K

Event2026-03-31

Filed2026-06-01

IVW

ISHARES TR

New

Shares19.1K

Event2026-03-31

Filed2026-06-01

ABBV

ABBVIE INC

New

Shares9.8K

Event2026-03-31

Filed2026-06-01

IVE

ISHARES TR

New

Shares9.2K

Event2026-03-31

Filed2026-06-01

SCHA

SCHWAB STRATEGIC TR

New

Shares66.4K

Event2026-03-31

Filed2026-06-01

AMZN

AMAZON COM INC

New

Shares9.0K

Event2026-03-31

Filed2026-06-01

XOM

EXXON MOBIL CORP

New

Shares10.3K

Event2026-03-31

Filed2026-06-01

SPHD

INVESCO EXCH TRADED FD TR II

New

Shares34.0K

Event2026-03-31

Filed2026-06-01

BSMT

INVESCO EXCH TRD SLF IDX FD

New

Shares72.5K

Event2026-03-31

Filed2026-06-01

VNQ

VANGUARD INDEX FDS

New

Shares17.8K

Event2026-03-31

Filed2026-06-01

KHC

KRAFT HEINZ CO

New

Shares61.0K

Event2026-03-31

Filed2026-06-01

LLY

ELI LILLY & CO

New

Shares1.4K

Event2026-03-31

Filed2026-06-01

GIS

GENERAL MILLS INC

New

Shares35.5K

Event2026-03-31

Filed2026-06-01

SCHE

SCHWAB STRATEGIC TR

New

Shares40.1K

Event2026-03-31

Filed2026-06-01

MCD

MCDONALDS CORP

New

Shares4.0K

Event2026-03-31

Filed2026-06-01

VHT

VANGUARD WORLD FD

New

Shares4.1K

Event2026-03-31

Filed2026-06-01

TAP

MOLSON COORS BEVERAGE CO

New

Shares25.2K

Event2026-03-31

Filed2026-06-01

PROCTER & GAMBLE CO

New

Shares7.4K

Event2026-03-31

Filed2026-06-01

ADBE

ADOBE INC

New

Shares4.3K

Event2026-03-31

Filed2026-06-01

ABT

ABBOTT LABORATORIES

New

Shares10.0K

Event2026-03-31

Filed2026-06-01

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares1.7K

Event2026-03-31

Filed2026-06-01

CVX

CHEVRON CORPORATION

New

Shares4.9K

Event2026-03-31

Filed2026-06-01

PDEC

INNOVATOR ETFS TRUST

New

Shares23.8K

Event2026-03-31

Filed2026-06-01

PWV

INVESCO EXCHANGE TRADED FD T

New

Shares14.5K

Event2026-03-31

Filed2026-06-01

ZTS

ZOETIS INC

New

Shares8.5K

Event2026-03-31

Filed2026-06-01

CLX

CLOROX CO DEL

New

Shares9.3K

Event2026-03-31

Filed2026-06-01

ACCENTURE PLC IRELAND

New

Shares4.7K

Event2026-03-31

Filed2026-06-01

BERKSHIRE HATHAWAY INC DEL

New

Shares1.9K

Event2026-03-31

Filed2026-06-01

AMAT

APPLIED MATLS INC

New

Shares2.6K

Event2026-03-31

Filed2026-06-01

WMT

WALMART INC

New

Shares7.1K

Event2026-03-31

Filed2026-06-01

EFA

ISHARES TR

New

Shares8.9K

Event2026-03-31

Filed2026-06-01

AMGN

AMGEN INC

New

Shares2.5K

Event2026-03-31

Filed2026-06-01

ZBH

ZIMMER BIOMET HOLDINGS INC

New

Shares9.6K

Event2026-03-31

Filed2026-06-01

STZ

CONSTELLATION BRANDS INC

New

Shares5.5K

Event2026-03-31

Filed2026-06-01

FTXG

FIRST TR EXCHANGE TRADED FD

New

Shares36.9K

Event2026-03-31

Filed2026-06-01

PFE

PFIZER INC

New

Shares27.4K

Event2026-03-31

Filed2026-06-01

DIS

DISNEY WALT CO

New

Shares7.9K

Event2026-03-31

Filed2026-06-01

AXP

AMERICAN EXPRESS CO

New

Shares2.5K

Event2026-03-31

Filed2026-06-01

HOME DEPOT INC

New

Shares2.2K

Event2026-03-31

Filed2026-06-01

KMB

KIMBERLY-CLARK CORP

New

Shares7.2K

Event2026-03-31

Filed2026-06-01

ICSH

ISHARES TR

New

Shares13.4K

Event2026-03-31

Filed2026-06-01

EVSM

MORGAN STANLEY ETF TRUST

New

Shares13.5K

Event2026-03-31

Filed2026-06-01

UNH

UNITEDHEALTH GROUP INC

New

Shares2.5K

Event2026-03-31

Filed2026-06-01

IGV

ISHARES TR

New

Shares8.3K

Event2026-03-31

Filed2026-06-01