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The Analysis of FIRST HORIZON CORP's Holdings & P&L

Currently, FIRST HORIZON CORP holds 1465 types of securities in its portfolio with a total value $2.4B. In the most recent quarter, they have increased their positions in VO (+53.8K shares, valued at $15.4M), WASH (+296.2K shares, valued at $9.9M), IBM (+36.2K shares, valued at $8.8M); decreased their positions in N/A (-10.7K shares, valued at $6.4M), VYM (-20.2K shares, valued at $3.0M), N/A (-4.9K shares, valued at $1.5M); initiated new positions in WASH (+296.2K shares, valued at $9.9M), N/A (+170.1K shares, valued at $6.8M), RYN (+207.1K shares, valued at $4.3M).

1M P&L

-34.2M-1.44%

3M P&L

-358.4M-13.33%

HY P&L

-239.7M-9.32%

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/A890.1M

41.0%

2Drug Manufacturers - General119.1M

5.5%

3Software - Infrastructure88.0M

4.1%

Top Industries by Stock Count

1N/A238 stocks

17.4%

2Banks - Regional60 stocks

4.4%

3Software - Application52 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STREET SPDR S&P 500 ETF107.4K shares1.28%2026-03-312026-04-30

AAPL APPLE INC273.4K shares9.90%2026-03-312026-04-30

EFA ISHARES MSCI EAFE ETF608.2K shares3.29%2026-03-312026-04-30

MSFT MICROSOFT CORP132.3K shares12.91%2026-03-312026-04-30

JPM JP MORGAN CHASE & CO156.7K shares16.49%2026-03-312026-04-30

VUG VANGUARD GROWTH ETF100.3K shares6.56%2026-03-312026-04-30

CSCO CISCO SYSTEMS INC515.7K shares19.44%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON156.0K shares10.44%2026-03-312026-04-30

Sponsored

IVV ISHARES CORE S&P 500 ETF55.8K shares-2.11%2026-03-312026-04-30

IWF ISHARES RUSSELL 1000 GROWTH ET83.4K shares0.06%2026-03-312026-04-30

BROADCOM INC BROADCOM INC111.4K shares-4.19%2026-03-312026-04-30

IJH ISHARES CORE S&P MID-CAP ETF482.2K shares6.45%2026-03-312026-04-30

ALPHABET INC CL C ALPHABET INC CL C112.3K shares-3.06%2026-03-312026-04-30

XLK STE ST TECH SELECT SECTOR SPDR234.7K shares0.47%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHINE125.6K shares40.45%2026-03-312026-04-30

HD HOME DEPOT INC91.4K shares33.12%2026-03-312026-04-30

Sponsored

GLD SPDR GOLD TRUST67.6K shares-3.96%2026-03-312026-04-30

XOM EXXON MOBIL CORP170.7K shares12.80%2026-03-312026-04-30

MCD MCDONALDS CORP90.4K shares26.22%2026-03-312026-04-30

VEU VANGUARD FTSE ALL-WORLD EX-US372.2K shares11.93%2026-03-312026-04-30

IWD ISHARES RUSSELL 1000 VALUE ETF124.3K shares0.16%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS527.6K shares18.24%2026-03-312026-04-30

WMT WALMART INC212.4K shares31.06%2026-03-312026-04-30

IWM ISHARES RUSSELL 2000 ETF103.8K shares0.54%2026-03-312026-04-30

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VTV VANGUARD VALUE ETF128.1K shares11.68%2026-03-312026-04-30

TJX TJX COS INC156.3K shares-4.08%2026-03-312026-04-30

NVDA NVIDIA CORP132.6K shares-3.66%2026-03-312026-04-30

AMGN AMGEN INC64.7K shares27.27%2026-03-312026-04-30

BK BANK OF NEW YORK MELLON CORP191.7K shares31.62%2026-03-312026-04-30

VTEB VANGUARD TAX-EXEMPT BOND INDEX445.1K shares34.58%2026-03-312026-04-30

LMT LOCKHEED MARTIN CORP36.5K shares-2.57%2026-03-312026-04-30

PG PROCTER & GAMBLE CO150.5K shares11.75%2026-03-312026-04-30

Sponsored

ALPHABET INC CL A ALPHABET INC CL A75.2K shares-5.09%2026-03-312026-04-30

AMZN AMAZON.COM INC102.3K shares-2.84%2026-03-312026-04-30

KO COCA COLA CO261.9K shares21.07%2026-03-312026-04-30

VO VANGUARD IND FD MID-CAP69.0K shares354.54%2026-03-312026-04-30

SO SOUTHERN COMPANY201.9K shares29.58%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC160.5K shares38.10%2026-03-312026-04-30

IWO ISHARES RUSSELL 2000 GROWTH ET61.1K shares15.37%2026-03-312026-04-30

CVX CHEVRON CORPORATION91.0K shares27.18%2026-03-312026-04-30

Sponsored

TRV TRAVELERS COMPANIES INC62.7K shares-1.84%2026-03-312026-04-30

AKAM AKAMAI TECHNOLOGIES INC156.7K shares1.17%2026-03-312026-04-30

AGG ISHARES CORE U.S. AGGREGATE179.7K shares5.24%2026-03-312026-04-30

ACCENTURE PLC CL A ACCENTURE PLC CL A86.8K shares22.20%2026-03-312026-04-30

BSV VANGUARD SHORT TERM BOND ETF212.4K shares1.13%2026-03-312026-04-30

COST COSTCO WHOLESALE CORP NEW16.2K shares-2.93%2026-03-312026-04-30

VTI VANGUARD TOTAL STOCK MARKET ET49.4K shares-3.75%2026-03-312026-04-30

ABBV ABBVIE INC70.8K shares2.56%2026-03-312026-04-30

Sponsored

IWV ISHARES RUSSELL 3000 ETF41.2K shares0.00%2026-03-312026-04-30

VOE VANGUARD MID-CAP VALUE INDEX82.3K shares14.05%2026-03-312026-04-30

VYM VANGUARD HIGH DVD YIELD ETF100.6K shares-16.70%2026-03-312026-04-30

PEG PUBLIC SERVICE ENTERPRISE GROU172.5K shares0.51%2026-03-312026-04-30

META META PLATFORMS INC CL A23.8K shares-3.64%2026-03-312026-04-30

IWS ISHARES RUSSELL MIDCAP VALUE E92.9K shares6.66%2026-03-312026-04-30

MET METLIFE INC190.9K shares0.99%2026-03-312026-04-30

PNC PNC FINANCIAL SERVICES GROUP62.8K shares-1.22%2026-03-312026-04-30

Sponsored

VEA VANGUARD FTSE DEVELOPED MARKET203.8K shares7.99%2026-03-312026-04-30

INVESCO QQQ TRUST SERIES 1 INVESCO QQQ TRUST SERIES 122.6K shares-0.78%2026-03-312026-04-30

FTNT FORTINET INC159.4K shares4.48%2026-03-312026-04-30

PM PHILIP MORRIS INTERNATIONAL77.7K shares0.15%2026-03-312026-04-30

BMY BRISTOL MYERS SQUIBB CO211.4K shares72.82%2026-03-312026-04-30

MCK MCKESSON CORP14.6K shares-4.62%2026-03-312026-04-30

AMT AMERICAN TOWER CORP REIT72.8K shares13.62%2026-03-312026-04-30

EMR EMERSON ELEC CO94.5K shares41.91%2026-03-312026-04-30

Sponsored

DUKE ENERGY CORP DUKE ENERGY CORP93.6K shares49.40%2026-03-312026-04-30

VOT VANGUARD MID-CAP GROWTH INDE46.8K shares2.73%2026-03-312026-04-30

PH PARKER HANNIFIN CORP13.2K shares-5.25%2026-03-312026-04-30

LHX L3 HARRIS TECHNOLOGIES INC32.7K shares-5.41%2026-03-312026-04-30

IWN ISHARES RUSSELL 2000 VALUE ETF58.5K shares6.90%2026-03-312026-04-30

NFLX NETFLIX INC114.0K shares3.33%2026-03-312026-04-30

T AT & T INC368.3K shares28.37%2026-03-312026-04-30

CITIGROUP INC CITIGROUP INC92.5K shares-0.15%2026-03-312026-04-30

Sponsored

IJR ISHARES CORE S&P SMALL-CAP ETF84.3K shares-0.34%2026-03-312026-04-30

IWR ISHARES RUSSELL MIDCAP ETF106.1K shares-1.59%2026-03-312026-04-30

ADBE ADOBE INC42.2K shares6.84%2026-03-312026-04-30

ALL ALLSTATE CORP49.3K shares-3.83%2026-03-312026-04-30

LLY LILLY ELI & CO11.0K shares20.41%2026-03-312026-04-30

WASH WASHINGTON TRUST BANCORP INC296.2K sharesnew addition2026-03-312026-04-30

IWP ISHARES RUSSELL MIDCAP GRWTH E75.7K shares23.35%2026-03-312026-04-30

GILD GILEAD SCIENCES INC67.9K shares-4.50%2026-03-312026-04-30

Sponsored

STIP ISHARES 0-5 YEAR TIPS BOND ETF91.1K shares0.25%2026-03-312026-04-30

ABT ABBOTT LABS91.2K shares38.36%2026-03-312026-04-30

CB CHUBB LTD28.6K shares-5.76%2026-03-312026-04-30

WM WASTE MANAGEMENT INTERNATIONAL40.6K shares-1.67%2026-03-312026-04-30

PFE PFIZER INC329.3K shares59.55%2026-03-312026-04-30

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF15.4K shares-41.07%2026-03-312026-04-30

VIG VANGUARD DIVIDEND APPREC ETF41.1K shares-2.98%2026-03-312026-04-30

TBLL INVESCO SHORT TERM TREASURY ET82.7K shares-7.15%2026-03-312026-04-30

Sponsored

OMC OMNICOM GROUP107.4K shares28.76%2026-03-312026-04-30

TLT ISHARES BARCLAYS 20 YEAR TR E90.8K shares0.79%2026-03-312026-04-30

SPGI S&P GLOBAL INC18.4K shares-0.78%2026-03-312026-04-30

MSCI MSCI INC14.4K shares-3.23%2026-03-312026-04-30

RTX RTX CORPORATION40.2K shares37.82%2026-03-312026-04-30

PKG PACKAGING CORP OF AMERICA36.1K shares0.74%2026-03-312026-04-30

UNP UNION PAC CORP31.6K shares16.15%2026-03-312026-04-30

GRMN GARMIN LTD32.3K shares2.61%2026-03-312026-04-30

Sponsored

INVESCO S&P 500 EQUAL WEIGHT E INVESCO S&P 500 EQUAL WEIGHT E38.9K shares91.11%2026-03-312026-04-30

VCSH VANGUARD SHORT TERM CORP BOND93.0K shares8.31%2026-03-312026-04-30

SNA SNAP ON INC19.7K shares67.04%2026-03-312026-04-30

VXUS VANGUARD TOTAL INTL STOCK ETF91.6K shares4.51%2026-03-312026-04-30

NOW SERVICENOW INC67.5K shares4.88%2026-03-312026-04-30

PEP PEPSICO INC44.1K shares70.64%2026-03-312026-04-30

MDY ST ST SPDR S&P MIDCAP 400 ETF11.1K shares-0.87%2026-03-312026-04-30

AMCOR PLC AMCOR PLC170.1K sharesnew addition2026-03-312026-04-30

Sponsored

BERKSHIRE HATHAWAY INC-CL B BERKSHIRE HATHAWAY INC-CL B14.1K shares-1.56%2026-03-312026-04-30

VRTX VERTEX PHARMACEUTICALS INC14.5K shares19.58%2026-03-312026-04-30

SPTL STE ST SPDR PORTFOLIO LT TRSY244.8K shares1.34%2026-03-312026-04-30

MAS MASCO CORP104.0K shares3.05%2026-03-312026-04-30

TXN TEXAS INSTRUMENTS INC30.6K shares34.22%2026-03-312026-04-30

HP INC HP INC304.5K shares106.97%2026-03-312026-04-30

PRU PRUDENTIAL FINL INC59.6K shares4.47%2026-03-312026-04-30

SDY STATE STREET SPDR S&P DIVIDEND39.0K shares-0.14%2026-03-312026-04-30

Sponsored

BNDX VANGUARD TOTAL INTERNATIONAL112.2K shares-18.69%2026-03-312026-04-30

ITW ILLINOIS TOOL WKS INC20.5K shares807.42%2026-03-312026-04-30

VSS VANGUARD FTSE ALL WORLD X-US S35.1K shares4.47%2026-03-312026-04-30

DIA SS SPDR DOW JONES INDUS AVG ET10.9K shares-1.23%2026-03-312026-04-30

BRK.A BERKSHIRE HATHAWAY INC CLASS A7 shares0.00%2026-03-312026-04-30

VBR VANGUARD SMALL CAP VALUE ETF22.3K shares0.26%2026-03-312026-04-30

V VISA INC15.3K shares-2.84%2026-03-312026-04-30

BBY BEST BUY COMPANY INC71.0K shares35.67%2026-03-312026-04-30

Sponsored

QCOM QUALCOMM INC33.2K shares181.39%2026-03-312026-04-30

RYN RAYONIER INC REIT207.1K sharesnew addition2026-03-312026-04-30

KHC KRAFT HEINZ CO186.1K shares44.65%2026-03-312026-04-30

VBK VANGUARD SMALL CAP GROWTH ETF13.4K shares-0.51%2026-03-312026-04-30

MUB ISHARES NATIONAL MUNI BOND ETF37.2K shares-7.59%2026-03-312026-04-30

STT STATE STREET CORP30.9K shares171411.11%2026-03-312026-04-30

AVUV AVANTIS US SMALL CAP VALUE35.1K shares11.64%2026-03-312026-04-30

IVW ISHARES S&P 500 GROWTH ETF34.2K shares-2.57%2026-03-312026-04-30

Sponsored

COP CONOCOPHILLIPS29.3K shares-4.75%2026-03-312026-04-30

CL COLGATE PALMOLIVE CO45.2K shares231.94%2026-03-312026-04-30

INTU INTUIT8.9K shares-4.79%2026-03-312026-04-30

CAT CATERPILLAR INC5.4K shares-1.03%2026-03-312026-04-30

XLV STE ST HLTH CR SLCT SECTOR SPD26.0K shares-0.77%2026-03-312026-04-30

ESGV VANGUARD ESG US STOCK ETF33.9K shares0.00%2026-03-312026-04-30

SWKS SKYWORKS SOLUTIONS INC69.6K shares4.10%2026-03-312026-04-30

TMO THERMO FISHER SCIENTIFIC INC7.6K shares-0.78%2026-03-312026-04-30

Sponsored

TSLA TESLA INC10.0K shares2.55%2026-03-312026-04-30

TIP ISHARES BARCLAYS TIPS BOND ETF32.6K shares6.97%2026-03-312026-04-30

IJT ISHARES S&P SMALLCAP/600 GROWT24.5K shares-2.00%2026-03-312026-04-30

ORCL ORACLE CORPORATION23.6K shares-3.55%2026-03-312026-04-30

AEM AGNICO EAGLE MINES LTD17.1K shares0.00%2026-03-312026-04-30

XLY STST CNSMRDSCRTNRY SLCTSCTR SP31.1K shares-0.94%2026-03-312026-04-30

CMI CUMMINS INC6.2K shares-6.21%2026-03-312026-04-30

VGT VANGUARD INFO TECH ETF4.8K shares-0.29%2026-03-312026-04-30

Sponsored

XLI STE ST INDUSTRIAL SLCT SCTR SP18.7K shares2.10%2026-03-312026-04-30

IEFA ISHARES CORE MSCI EAFE ETF31.5K shares-7.50%2026-03-312026-04-30

AEP AMERICAN ELEC PWR INC21.7K shares-0.20%2026-03-312026-04-30

NEM NEWMONT CORP26.2K shares-0.41%2026-03-312026-04-30

BABA ALIBABA GROUP HOLDING LTD SPON22.0K shares0.64%2026-03-312026-04-30

TSM TAIWAN SEMICONDUCTOR SPONS ADR8.0K shares-3.95%2026-03-312026-04-30

LOW LOWES COS INC11.2K shares-0.64%2026-03-312026-04-30

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP7.7K shares-0.49%2026-03-312026-04-30

Sponsored

ESGU ISHARES TRUST ISHARES ESG AWAR18.5K shares-2.98%2026-03-312026-04-30

UNH UNITEDHEALTH GROUP INC9.6K shares141.41%2026-03-312026-04-30

NEE NEXTERA ENERGY INC26.8K shares-4.38%2026-03-312026-04-30

BLACKROCK INC BLACKROCK INC2.6K shares-2.98%2026-03-312026-04-30

VWO VANGUARD FTSE EMERGING MARKETS44.4K shares4.13%2026-03-312026-04-30

CRM SALESFORCE INC12.6K shares-3.52%2026-03-312026-04-30

FMHI FIRST TRUST MUNICIPAL HIGH INC49.5K shares0.00%2026-03-312026-04-30

INVESCO S&P 500 LOW VOLATILITY INVESCO S&P 500 LOW VOLATILITY31.1K shares0.00%2026-03-312026-04-30

Sponsored

HON HONEYWELL INTERNATIONAL INC10.0K shares-7.84%2026-03-312026-04-30

XLE SS ENERGY SELECT SECTOR36.7K shares-4.60%2026-03-312026-04-30

ENB ENBRIDGE INCORPORATED41.2K shares2465.07%2026-03-312026-04-30

FHN FIRST HORIZON CORP96.3K shares-5.52%2026-03-312026-04-30

HII HUNTINGTON INGALLS INDUSTRIES5.7K shares-2.91%2026-03-312026-04-30

MMM 3M CO14.3K shares78.97%2026-03-312026-04-30

CENCORA, INC. CENCORA, INC.6.5K shares-36.55%2026-03-312026-04-30

BIV VANGUARD INTERMEDIATE-TERM BON26.4K shares3.83%2026-03-312026-04-30

Sponsored

ISHARES GOLD TRUST ISHARES GOLD TRUST23.0K shares-10.95%2026-03-312026-04-30

SHY ISHARES BARCLAYS 1-3 YEAR TR E24.3K shares3.29%2026-03-312026-04-30

AXP AMERICAN EXPRESS CO6.5K shares-3.73%2026-03-312026-04-30

EFV ISHARES MSCI EAFE VALUE ETF24.5K shares-0.12%2026-03-312026-04-30

VONG VANGUARD RUSSELL 1000 GROWTH16.6K shares17.47%2026-03-312026-04-30

NDAQ NASDAQ INC21.0K shares-7.52%2026-03-312026-04-30

DVY ISHARES DJ SELECT DIVIDEND ETF11.6K shares-16.12%2026-03-312026-04-30

ISRG INTUITIVE SURGICAL INC3.8K shares-0.03%2026-03-312026-04-30

Sponsored

MA MASTERCARD INC-A3.4K shares-0.15%2026-03-312026-04-30

JEPI JPMORGAN EQUITY PREMIUM INCO E29.8K sharesnew addition2026-03-312026-04-30

BALI ISHRS US LRG CP PRE INC ACT ET54.6K sharesnew addition2026-03-312026-04-30

AZO AUTOZONE INC495 shares0.41%2026-03-312026-04-30

COF CAPITAL ONE FINL CORP9.1K shares0.13%2026-03-312026-04-30

WFC WELLS FARGO & CO20.6K shares-0.17%2026-03-312026-04-30

WDC WESTERN DIGITAL CORP6.0K shares-0.15%2026-03-312026-04-30

SBUX STARBUCKS CORP17.8K shares-47.48%2026-03-312026-04-30

Sponsored

EFG ISHARES MSCI EAFE GROWTH ETF14.1K shares-0.13%2026-03-312026-04-30

INTC INTEL CORP34.0K shares5.00%2026-03-312026-04-30

UPS UNITED PARCEL SERVICE-CLASS B15.2K shares954.65%2026-03-312026-04-30

XLF ST STRT FINNCIAL SLCT SCTOR SP30.2K shares0.00%2026-03-312026-04-30

CME CME GROUP INC.5.0K shares-0.12%2026-03-312026-04-30

EA ELECTRONIC ARTS INC7.1K shares-45.88%2026-03-312026-04-30

IWB ISHARES RUSSELL 1000 ETF4.0K shares-30.66%2026-03-312026-04-30

VB VANGUARD SMALL-CAP ETF5.5K shares4.42%2026-03-312026-04-30

Sponsored

GS GOLDMAN SACHS GROUP INC1.7K shares-0.72%2026-03-312026-04-30

VGSH VANGUARD SHORT-TERM TREASURY E24.0K shares22.70%2026-03-312026-04-30

MS MORGAN STANLEY8.6K shares-0.87%2026-03-312026-04-30

DIS DISNEY WALT CO NEW14.6K shares-0.43%2026-03-312026-04-30

ADP AUTOMATIC DATA PROCESSING INC6.9K shares-2.54%2026-03-312026-04-30

CAH CARDINAL HEALTH INC6.5K shares-0.34%2026-03-312026-04-30

ACWX ISHARES MSCI ACWI EX US ETF20.0K shares-5.10%2026-03-312026-04-30

MO ALTRIA GROUP INC20.6K shares0.04%2026-03-312026-04-30

Sponsored

VONV VANGUARD RUSSELL 1000 VALUE ET14.2K shares3.83%2026-03-312026-04-30

ZTS ZOETIS INC11.2K shares-5.77%2026-03-312026-04-30

IJK ISHARES S&P MIDCAP 400/GRWTH E13.0K shares1.12%2026-03-312026-04-30

BAC BANK AMERICA CORP26.3K shares-0.18%2026-03-312026-04-30

HYMB STST SPDRNVNICE HGHYLD MNCPL B51.7K shares0.00%2026-03-312026-04-30

IVE ISHARES S&P 500 VALUE ETF6.0K shares-0.12%2026-03-312026-04-30

EXC EXELON CORP25.6K shares1004.01%2026-03-312026-04-30

GIS GENERAL MLS INC33.7K shares786.60%2026-03-312026-04-30

Sponsored

D DOMINION ENERGY INC20.1K shares-1.48%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INC CL A8.5K shares-32.99%2026-03-312026-04-30

MGK VANGUARD MEGA CAP GROWTH ETF3.4K shares-0.41%2026-03-312026-04-30

TT TRANE TECHNOLOGIES PLC2.9K shares-3.11%2026-03-312026-04-30

SHEL SHELL PLC SPONS ADR12.9K shares-1.18%2026-03-312026-04-30

GE AEROSPACE GE AEROSPACE4.1K shares2.18%2026-03-312026-04-30

SPTM STE ST SPDR PTFL S&P 1500 CSM14.8K shares-4.60%2026-03-312026-04-30

SYY SYSCO CORP16.3K shares4.46%2026-03-312026-04-30

Sponsored

VCIT VANGUARD INTER TERM CORP BOND13.9K shares19.45%2026-03-312026-04-30

AMP AMERIPRISE FINANCIAL INC.2.6K shares-12.72%2026-03-312026-04-30

A AGILENT TECHNOLOGIES INC9.9K shares-5.71%2026-03-312026-04-30

BA BOEING CO5.6K shares1.22%2026-03-312026-04-30

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DE DEERE & CO1.9K shares2.88%2026-03-312026-04-30

ADI ANALOG DEVICES INC3.3K shares-2.84%2026-03-312026-04-30

SNPS SYNOPSYS INC2.6K shares-24.09%2026-03-312026-04-30

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XLU SS UTILITIES SELECT SECTOR22.2K shares0.00%2026-03-312026-04-30

VNQ VANGUARD REAL ESTATE ETF11.4K shares-6.15%2026-03-312026-04-30

PGR PROGRESSIVE CORP OHIO4.9K shares-2.36%2026-03-312026-04-30

EATON CORP PLC EATON CORP PLC2.7K shares-1.93%2026-03-312026-04-30

RDVY FIRST TRUST RISING DIVIDEND13.9K shares93.57%2026-03-312026-04-30

DSI ISHARES ESG MSCI KLD 400 ETF7.4K shares0.00%2026-03-312026-04-30

HWM HOWMET AEROSPACE INC3.8K shares-5.86%2026-03-312026-04-30

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DOV DOVER CORP4.1K shares0.24%2026-03-312026-04-30

XLC STST CMMNCN SRVCS SLCT SCTR SP7.6K shares0.00%2026-03-312026-04-30

IDEV ISHARES CORE MSCI DEV MKTS10.0K shares1.18%2026-03-312026-04-30

GEV GE VERNOVA LLC933 shares9.00%2026-03-312026-04-30

DGRW WISDOMTREE U.S. QUALITY DIVI E9.2K shares0.00%2026-03-312026-04-30

SOXX ISHARES SEMICONDUCTOR ETF2.4K shares3.17%2026-03-312026-04-30

IMO IMPERIAL OIL LTD6.1K shares0.00%2026-03-312026-04-30

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ICE INTERCONTINENTAL EXCHANGE INC4.8K shares5.08%2026-03-312026-04-30

NKE NIKE INC-CLASS B13.9K shares-0.56%2026-03-312026-04-30

LH LABCORP HOLDINGS INC2.7K shares-0.15%2026-03-312026-04-30

BND VANGUARD TOTAL BOND MARKET ETF9.8K shares0.00%2026-03-312026-04-30

JMBS JANUS HENDERSON MORTG BACKED16.0K shares-6.47%2026-03-312026-04-30

DBC INVESCO DB COMMODITY INDEX TRA24.9K shares207.07%2026-03-312026-04-30

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RF REGIONS FINANCIAL CORP NEW27.0K shares1963.94%2026-03-312026-04-30

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CDNS CADENCE DESIGN SYSTEMS INC2.5K shares-5.63%2026-03-312026-04-30

APH AMPHENOL CORP5.4K shares-0.37%2026-03-312026-04-30

LYB LYONDELLBASELL INDUSTRIES NV8.5K shares-59.23%2026-03-312026-04-30

ROST ROSS STORES INC3.1K shares0.29%2026-03-312026-04-30

WTW WILLIS TOWERS WATSON PLC2.3K shares2.33%2026-03-312026-04-30

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MEDTRONIC PLC MEDTRONIC PLC7.1K shares-5.87%2026-03-312026-04-30

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IGM ISHARES EXPANDED TECH SECTOR E5.1K shares8.67%2026-03-312026-04-30

KEYS KEYSIGHT TECHNOLOGIES INC2.2K shares-7.67%2026-03-312026-04-30

IJJ ISHARES S&P MIDCAP 400/VALUE E4.6K shares3.64%2026-03-312026-04-30

REGN REGENERON PHARMACEUTICALS INC783 shares-33.19%2026-03-312026-04-30

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DHR DANAHER CORP3.0K shares-1.99%2026-03-312026-04-30

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IJS ISHARES S&P SMALL-CAP 600 VALU4.8K shares-0.33%2026-03-312026-04-30

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XLB ST STRT MATRIALS SLCT SCTR SPD11.2K shares0.00%2026-03-312026-04-30

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ASML ASML HOLDING N.V. ADR407 shares-6.86%2026-03-312026-04-30

HAL HALLIBURTON CO13.7K shares-23.16%2026-03-312026-04-30

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IQV IQVIA HOLDINGS INC3.1K shares222.31%2026-03-312026-04-30

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IGIB ISHARES 5-10Y INV GRADE CORP E9.4K shares-0.24%2026-03-312026-04-30

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NBIS NEBIUS GROUP N.V. CL A4.7K shares9.44%2026-03-312026-04-30

NXPI NXP SEMICONDUCTORS2.5K shares-3.11%2026-03-312026-04-30

SNX TD SYNNEX CORPORATION2.9K shares11.65%2026-03-312026-04-30

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BTI BRITISH AMERN TOB PLC SPONS AD8.1K shares0.00%2026-03-312026-04-30

VYMI VANGUARD INT HIGH DVD YLD IN5.0K shares26.40%2026-03-312026-04-30

MTB M & T BANK CORP2.3K shares-0.52%2026-03-312026-04-30

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ACGL ARCH CAPITAL GROUP LTD4.8K shares-7.23%2026-03-312026-04-30

GLW CORNING INC3.4K shares0.95%2026-03-312026-04-30

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CORPAY INC CORPAY INC1.5K shares-13.79%2026-03-312026-04-30

THE CIGNA GROUP THE CIGNA GROUP1.7K shares-21.78%2026-03-312026-04-30

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TGT TARGET CORP3.6K shares-6.70%2026-03-312026-04-30

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ETR ENTERGY CORP3.9K shares0.47%2026-03-312026-04-30

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PCAR PACCAR INC3.6K shares-1.94%2026-03-312026-04-30

JCI JOHNSON CONTROLS INTERNATIONAL3.1K shares-2.18%2026-03-312026-04-30

SCHD SCHWAB US DVD EQUITY ETF13.0K shares-9.46%2026-03-312026-04-30

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EWX STATE STREET SPDR S&P EMERGI6.0K shares0.00%2026-03-312026-04-30

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FNDF SCHWAB FUNDAMENTAL INTERNATI8.0K shares5.49%2026-03-312026-04-30

KDP KEURIG DR PEPPER INC14.7K shares-1.56%2026-03-312026-04-30

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SPDW STATE STREET SPDR PORTFOLIO8.4K shares0.00%2026-03-312026-04-30

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VLO VALERO ENERGY CORP1.5K shares-4.40%2026-03-312026-04-30

CVS CVS HEALTH CORP5.2K shares-8.92%2026-03-312026-04-30

URI UNITED RENTALS INC515 shares0.78%2026-03-312026-04-30

PAYX PAYCHEX INC4.1K shares-65.71%2026-03-312026-04-30

FI FISERV INC6.7K shares-3.70%2026-03-312026-04-30

UNM UNUM GROUP5.1K shares-6.15%2026-03-312026-04-30

SONY SONY GROUP CORP SPONS ADR18.0K shares-2.99%2026-03-312026-04-30

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SHV ISHARES 0-1 YEAR TREASURY BOND3.3K shares-61.76%2026-03-312026-04-30

HLT HILTON WORLDWIDE HOLDINGS INC1.2K shares0.50%2026-03-312026-04-30

SCHW CHARLES SCHWAB CORP3.9K shares-0.49%2026-03-312026-04-30

GEHC GE HEALTHCARE TECHNOLOGIES INC5.1K shares1.23%2026-03-312026-04-30

IHF ISHARES US HEALTHCARE PROVID8.5K shares0.00%2026-03-312026-04-30

CRWD CROWDSTRIKE HOLDINGS INC CL A908 shares-2.89%2026-03-312026-04-30

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NOC NORTHROP GRUMMAN CORP512 shares-7.25%2026-03-312026-04-30

IBB ISHARES BIOTECHNOLOGY ETF2.0K shares9.78%2026-03-312026-04-30

SON SONOCO PRODS CO6.3K shares0.00%2026-03-312026-04-30

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IGV ISHARES EXPANDED TECH-SOFTWARE4.2K shares363.50%2026-03-312026-04-30

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USB US BANCORP NEW6.4K shares0.33%2026-03-312026-04-30

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ASTRAZENECA PLC ASTRAZENECA PLC1.7K sharesnew addition2026-03-312026-04-30

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LAM RESEARCH CORPORATION LAM RESEARCH CORPORATION1.5K shares-0.59%2026-03-312026-04-30

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VRT VERTIV HOLDINGS LLC CL A1.2K shares38.80%2026-03-312026-04-30

HYG ISHARES IBOXX USD HIGH YIELD3.9K shares0.00%2026-03-312026-04-30

IEO ISHARES DJ US OIL & GAS EXPL E2.5K shares0.00%2026-03-312026-04-30

WMB WILLIAMS COS INC4.2K shares3.69%2026-03-312026-04-30

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AME AMETEK INC NEW1.4K shares-4.55%2026-03-312026-04-30

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BLACKSTONE INC BLACKSTONE INC2.6K shares3.43%2026-03-312026-04-30

BSCU INVESCO BULLETSHARES 2030 CB17.7K shares-4.31%2026-03-312026-04-30

BKNG BOOKING HOLDINGS INC70 shares11.11%2026-03-312026-04-30

HPE HEWLETT PACKARD ENTERPRISE COM12.3K shares0.38%2026-03-312026-04-30

SPOT SPOTIFY TECHNOLOGY SA602 shares1.86%2026-03-312026-04-30

UNILEVER PLC SPONS ADR UNILEVER PLC SPONS ADR5.1K shares3.40%2026-03-312026-04-30

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MU MICRON TECHNOLOGY INC838 shares-11.51%2026-03-312026-04-30

LINDE PLC LINDE PLC571 shares-10.64%2026-03-312026-04-30

GEN DIGITAL INC. GEN DIGITAL INC.14.8K shares5.34%2026-03-312026-04-30

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CRBG COREBRIDGE FINANCIAL INC11.4K shares0.00%2026-03-312026-04-30

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PPG PPG INDS INC2.4K shares0.00%2026-03-312026-04-30

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APD AIR PRODUCTS & CHEMICALS INC835 shares0.85%2026-03-312026-04-30

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IFRA ISHARES U.S. INFRASTRUCTURE ET4.1K shares0.00%2026-03-312026-04-30

NTR NUTRIEN LTD3.1K shares0.00%2026-03-312026-04-30

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GSLC GOLDMAN ACTIVEBETA US LC ETF1.9K shares0.00%2026-03-312026-04-30

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EXPE EXPEDIA GROUP INC931 shares-1.06%2026-03-312026-04-30

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QXO QXO INC10.1K shares14.35%2026-03-312026-04-30

NTRA NATERA INC982 shares5.48%2026-03-312026-04-30

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KKR & CO INC CL A KKR & CO INC CL A2.1K shares-31.54%2026-03-312026-04-30

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LYG LLOYDS BANKING GROUP PLC SPONS38.5K shares0.00%2026-03-312026-04-30

OZK BANK OZK4.2K shares0.26%2026-03-312026-04-30

TLN TALEN ENERGY CORP595 shares-20.98%2026-03-312026-04-30

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SLF SUN LIFE FINANCIAL INC2.8K shares0.00%2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INC834 shares8.88%2026-03-312026-04-30

PTLC PACER TRENDPILOT US LARGE CAP3.2K shares0.00%2026-03-312026-04-30

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FSS FEDERAL SIGNAL CORP1.3K shares-2.28%2026-03-312026-04-30

F FORD MOTOR CO DEL 'NEW'12.0K shares0.94%2026-03-312026-04-30

APOLLO GLOBAL MANAGEMENT INC APOLLO GLOBAL MANAGEMENT INC1.2K shares1.06%2026-03-312026-04-30

MELI MERCADOLIBRE INC78 shares-29.73%2026-03-312026-04-30

Sponsored

SPG SIMON PROPERTY GROUP INC723 shares-0.41%2026-03-312026-04-30

CTAS CINTAS CORP794 shares0.76%2026-03-312026-04-30

CTVA CORTEVA INC1.6K shares9.22%2026-03-312026-04-30

SEAGATE TECHNOLOGY HOLDINGS PL SEAGATE TECHNOLOGY HOLDINGS PL338 shares0.00%2026-03-312026-04-30

SMH VANECK SEMICONDUCTOR ETF343 shares0.00%2026-03-312026-04-30

ITUB ITAU UNIBANCO HOLDING SPONS AD15.6K shares-7.30%2026-03-312026-04-30

TLH ISHARES 10-20 YEAR TREASURY BO1.3K shares-28.41%2026-03-312026-04-30

IMCG ISHARES MORNINGSTAR MID-CAP1.6K shares0.00%2026-03-312026-04-30

Sponsored

AOS SMITH A O CORP1.9K shares-14.40%2026-03-312026-04-30

SAP SAP SE SPONS ADR743 shares-26.36%2026-03-312026-04-30

VOX VANGUARD COMMUNICATION SERVICE702 shares0.00%2026-03-312026-04-30

PINNACLE FINANCIAL PARTNERS IN PINNACLE FINANCIAL PARTNERS IN1.4K sharesnew addition2026-03-312026-04-30

SLAB SILICON LABORATORIES INC596 shares0.00%2026-03-312026-04-30

OKE ONEOK INC1.4K shares1.11%2026-03-312026-04-30

ADSK AUTODESK INC514 shares11.74%2026-03-312026-04-30

ROP ROPER TECHNOLOGIES INC346 shares-53.24%2026-03-312026-04-30

Sponsored

VV VANGUARD LARGE-CAP ETF407 shares-3.78%2026-03-312026-04-30

MYRG MYR GROUP INC430 shares-6.93%2026-03-312026-04-30

IBIT ISHARES BITCOIN TRUST ETF3.1K shares0.00%2026-03-312026-04-30

QNITY ELECTRONICS INC QNITY ELECTRONICS INC1.0K shares0.58%2026-03-312026-04-30

MOD MODINE MANUFACTURING CO543 shares-8.43%2026-03-312026-04-30

GLDM SPDR GOLD MINISHARES TRUST1.3K shares-44.08%2026-03-312026-04-30

TXT TEXTRON INC1.3K shares0.69%2026-03-312026-04-30

LGND LIGAND PHARMACEUTICALS INC B562 shares-2.09%2026-03-312026-04-30

Sponsored

VMC VULCAN MATLS CO412 shares2.49%2026-03-312026-04-30

ICLN ISHARES GLOBAL CLEAN ENERGY ET6.1K shares0.00%2026-03-312026-04-30

BBIO BRIDGEBIO PHARMA INC1.5K shares-5.53%2026-03-312026-04-30

HOOD ROBINHOOD MARKETS INC CL A1.6K shares-27.49%2026-03-312026-04-30

ROCKET LAB CORP ROCKET LAB CORP1.7K shares392.63%2026-03-312026-04-30

GLP GLOBAL PARTNERS LP2.5K shares0.00%2026-03-312026-04-30

ESE ESCO TECHNOLOGIES INC371 shares-2.11%2026-03-312026-04-30

COWG PACER US LRG CAP COWS GR LD ET3.1K shares0.00%2026-03-312026-04-30

Sponsored

CARR CARRIER GLOBAL CORP1.9K shares-51.51%2026-03-312026-04-30

MCHP MICROCHIP TECHNOLOGY INC1.6K shares2.78%2026-03-312026-04-30

SCHP SCHWAB U.S. TIPS ETF3.8K shares5974.19%2026-03-312026-04-30

WAB WABTEC CORP400 shares4.17%2026-03-312026-04-30

ELV ELEVANCE HEALTH INC341 shares-51.63%2026-03-312026-04-30

RJF RAYMOND JAMES FINANCIAL INC680 shares1.95%2026-03-312026-04-30

ITT INC ITT INC516 shares0.00%2026-03-312026-04-30

AJG GALLAGHER ARTHUR J & CO452 shares5.61%2026-03-312026-04-30

Sponsored

VIOG VANGUARD S&P SMALL-CAP 600 GRO785 shares4.53%2026-03-312026-04-30

RSG REPUBLIC SERVICES INC446 shares4.69%2026-03-312026-04-30

PSX PHILLIPS 66530 shares-9.56%2026-03-312026-04-30

VST VISTRA CORP641 shares-21.45%2026-03-312026-04-30

SPY

STATE STREET SPDR S&P 500 ETF

1.28%

Shares107.4K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

9.90%

Shares273.4K

Event2026-03-31

Filed2026-04-30

EFA

ISHARES MSCI EAFE ETF

3.29%

Shares608.2K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

12.91%

Shares132.3K

Event2026-03-31

Filed2026-04-30

JPM

JP MORGAN CHASE & CO

16.49%

Shares156.7K

Event2026-03-31

Filed2026-04-30

VUG

VANGUARD GROWTH ETF

6.56%

Shares100.3K

Event2026-03-31

Filed2026-04-30

CSCO

CISCO SYSTEMS INC

19.44%

Shares515.7K

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON

10.44%

Shares156.0K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES CORE S&P 500 ETF

-2.11%

Shares55.8K

Event2026-03-31

Filed2026-04-30

IWF

ISHARES RUSSELL 1000 GROWTH ET

0.06%

Shares83.4K

Event2026-03-31

Filed2026-04-30

BROADCOM INC

-4.19%

Shares111.4K

Event2026-03-31

Filed2026-04-30

IJH

ISHARES CORE S&P MID-CAP ETF

6.45%

Shares482.2K

Event2026-03-31

Filed2026-04-30

ALPHABET INC CL C

-3.06%

Shares112.3K

Event2026-03-31

Filed2026-04-30

XLK

STE ST TECH SELECT SECTOR SPDR

0.47%

Shares234.7K

Event2026-03-31

Filed2026-04-30

IBM

INTERNATIONAL BUSINESS MACHINE

40.45%

Shares125.6K

Event2026-03-31

Filed2026-04-30

HOME DEPOT INC

33.12%

Shares91.4K

Event2026-03-31

Filed2026-04-30

GLD

SPDR GOLD TRUST

-3.96%

Shares67.6K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

12.80%

Shares170.7K

Event2026-03-31

Filed2026-04-30

MCD

MCDONALDS CORP

26.22%

Shares90.4K

Event2026-03-31

Filed2026-04-30

VEU

VANGUARD FTSE ALL-WORLD EX-US

11.93%

Shares372.2K

Event2026-03-31

Filed2026-04-30

IWD

ISHARES RUSSELL 1000 VALUE ETF

0.16%

Shares124.3K

Event2026-03-31

Filed2026-04-30

VERIZON COMMUNICATIONS

18.24%

Shares527.6K

Event2026-03-31

Filed2026-04-30

WMT

WALMART INC

31.06%

Shares212.4K

Event2026-03-31

Filed2026-04-30

IWM

ISHARES RUSSELL 2000 ETF

0.54%

Shares103.8K

Event2026-03-31

Filed2026-04-30

VTV

VANGUARD VALUE ETF

11.68%

Shares128.1K

Event2026-03-31

Filed2026-04-30

TJX

TJX COS INC

-4.08%

Shares156.3K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORP

-3.66%

Shares132.6K

Event2026-03-31

Filed2026-04-30

AMGN

AMGEN INC

27.27%

Shares64.7K

Event2026-03-31

Filed2026-04-30

BANK OF NEW YORK MELLON CORP

31.62%

Shares191.7K

Event2026-03-31

Filed2026-04-30

VTEB

VANGUARD TAX-EXEMPT BOND INDEX

34.58%

Shares445.1K

Event2026-03-31

Filed2026-04-30

LMT

LOCKHEED MARTIN CORP

-2.57%

Shares36.5K

Event2026-03-31

Filed2026-04-30

PROCTER & GAMBLE CO

11.75%

Shares150.5K

Event2026-03-31

Filed2026-04-30

ALPHABET INC CL A

-5.09%

Shares75.2K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON.COM INC

-2.84%

Shares102.3K

Event2026-03-31

Filed2026-04-30

COCA COLA CO

21.07%

Shares261.9K

Event2026-03-31

Filed2026-04-30

VANGUARD IND FD MID-CAP

354.54%

Shares69.0K

Event2026-03-31

Filed2026-04-30

SOUTHERN COMPANY

29.58%

Shares201.9K

Event2026-03-31

Filed2026-04-30

MERCK & CO INC

38.10%

Shares160.5K

Event2026-03-31

Filed2026-04-30

IWO

ISHARES RUSSELL 2000 GROWTH ET

15.37%

Shares61.1K

Event2026-03-31

Filed2026-04-30

CVX

CHEVRON CORPORATION

27.18%

Shares91.0K

Event2026-03-31

Filed2026-04-30

TRV

TRAVELERS COMPANIES INC

-1.84%

Shares62.7K

Event2026-03-31

Filed2026-04-30

AKAM

AKAMAI TECHNOLOGIES INC

1.17%

Shares156.7K

Event2026-03-31

Filed2026-04-30

AGG

ISHARES CORE U.S. AGGREGATE

5.24%

Shares179.7K

Event2026-03-31

Filed2026-04-30

ACCENTURE PLC CL A

22.20%

Shares86.8K

Event2026-03-31

Filed2026-04-30

BSV

VANGUARD SHORT TERM BOND ETF

1.13%

Shares212.4K

Event2026-03-31

Filed2026-04-30

COST

COSTCO WHOLESALE CORP NEW

-2.93%

Shares16.2K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD TOTAL STOCK MARKET ET

-3.75%

Shares49.4K

Event2026-03-31

Filed2026-04-30

ABBV

ABBVIE INC

2.56%

Shares70.8K

Event2026-03-31

Filed2026-04-30

IWV

ISHARES RUSSELL 3000 ETF

0.00%

Shares41.2K

Event2026-03-31

Filed2026-04-30

VOE

VANGUARD MID-CAP VALUE INDEX

14.05%

Shares82.3K

Event2026-03-31

Filed2026-04-30

VYM

VANGUARD HIGH DVD YIELD ETF

-16.70%

Shares100.6K

Event2026-03-31

Filed2026-04-30

PEG

PUBLIC SERVICE ENTERPRISE GROU

0.51%

Shares172.5K

Event2026-03-31

Filed2026-04-30