Sponsored

The Analysis of FIRST NATIONAL BANK & TRUST CO OF NEWTOWN's Holdings & P&L

Currently, FIRST NATIONAL BANK & TRUST CO OF NEWTOWN holds 142 types of securities in its portfolio with a total value $463.6M. In the most recent quarter, they have increased their positions in BINC (+62.8K shares, valued at $3.3M), IVV (+1.9K shares, valued at $1.2M), IWD (+3.0K shares, valued at $635.0K); decreased their positions in VTI (-83.6K shares, valued at $26.8M), VCSH (-94.2K shares, valued at $7.5M), AAPL (-23.6K shares, valued at $6.0M); initiated new positions in IWD (+3.0K shares, valued at $635.0K), VTV (+1.8K shares, valued at $349.0K), XLE (+4.4K shares, valued at $269.5K).

1M P&L

+11.2M+2.41%

3M P&L

+13.0M+2.80%

HY P&L

+36.1M+8.19%

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/A283.3M

63.8%

2Consumer Electronics29.2M

6.6%

3Drug Manufacturers - General18.6M

4.2%

Top Industries by Stock Count

1N/A42 stocks

33.1%

2Utilities - Regulated Electric8 stocks

6.3%

3Drug Manufacturers - General6 stocks

4.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD TOTAL STOCK MARKET ETF347.7K shares-19.39%2026-03-312026-04-30

VCSH VANGUARD SHORT TERM CORP BD ETF #3145519.9K shares-15.33%2026-03-312026-04-30

AAPL APPLE INC115.2K shares-17.00%2026-03-312026-04-30

DVY I SHARES SELECT DIVIDEND ETF151.2K shares-11.28%2026-03-312026-04-30

BIV VANGUARD INTERMEDIATE TERM BOND INDEX ETF292.0K shares-11.02%2026-03-312026-04-30

IEFA I SHARES MSCI EAFE CORE220.2K shares-15.12%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON COM46.1K shares-7.66%2026-03-312026-04-30

MSFT MICROSOFT CORP COM26.9K shares-25.63%2026-03-312026-04-30

Sponsored

TIP I SHRS TIPS BOND ETF72.5K shares-14.10%2026-03-312026-04-30

BINC I SHARES FLEX I ACTIVE ETF150.1K shares71.99%2026-03-312026-04-30

DFUS DIMENSIONAL US EQUITY MARKETETF TR105.5K shares-9.74%2026-03-312026-04-30

XOM EXXON MOBIL CORP COM42.4K shares-17.12%2026-03-312026-04-30

HD HOME DEPOT INC COM20.7K shares-12.43%2026-03-312026-04-30

PHO INVESCO WATER RESOURCES ETF94.9K shares-15.39%2026-03-312026-04-30

PGX INVESCO PREFERRED ETF530.1K shares-12.00%2026-03-312026-04-30

CAT CATERPILLAR INC COM7.3K shares-18.36%2026-03-312026-04-30

Sponsored

CVX CHEVRON CORPORATION24.4K shares-5.95%2026-03-312026-04-30

PEP PEPSICO INC COM27.8K shares-16.62%2026-03-312026-04-30

GLW CORNING INC COM30.5K shares-17.73%2026-03-312026-04-30

HON HONEYWELL INTL INC COM16.9K shares-17.42%2026-03-312026-04-30

WTRG ESSENTIAL UTILITIES INC92.9K shares-10.00%2026-03-312026-04-30

IVV I SHARES CORE S & P 500 ETF5.7K shares48.93%2026-03-312026-04-30

ALPHABET INC - CLASS A ALPHABET INC - CLASS A12.4K shares-20.74%2026-03-312026-04-30

PG PROCTER AND GAMBLE CO COM23.2K shares-25.69%2026-03-312026-04-30

Sponsored

MERCK & CO INC NEW MERCK & CO INC NEW26.2K shares-15.17%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC58.6K shares-8.81%2026-03-312026-04-30

NEE NEXTERA ENERGY INC COM31.5K shares-2.84%2026-03-312026-04-30

BRK.A BERKSHIRE HATHAWAY INC. DELWARE CL4 shares0.00%2026-03-312026-04-30

ITOT I SHARES CORE S & P TOTAL U S STOCK MARKET19.1K shares-4.01%2026-03-312026-04-30

MCD MCDONALDS CORP COM8.6K shares-18.74%2026-03-312026-04-30

WMT WALMART INC COM21.2K shares-0.71%2026-03-312026-04-30

ALPHABET INC - CLASS C ALPHABET INC - CLASS C8.5K shares-23.76%2026-03-312026-04-30

Sponsored

IBDU ISHARES IBONDS DEC 2029 TERMCORPORATE ETF101.3K shares-38.08%2026-03-312026-04-30

JPM J P MORGAN CHASE & CO7.9K shares1.93%2026-03-312026-04-30

NVDA NVIDIA CORPORATION13.3K shares-71.84%2026-03-312026-04-30

LLY ELI LILLY & CO COM2.5K shares-24.29%2026-03-312026-04-30

TGT TARGET CORP18.2K shares-13.88%2026-03-312026-04-30

GE AEROSPACE GE AEROSPACE7.7K shares-15.90%2026-03-312026-04-30

AON PLC NPV AON PLC NPV6.7K shares0.00%2026-03-312026-04-30

ABBV ABBVIE INC9.7K shares-17.92%2026-03-312026-04-30

Sponsored

IBM INTERNATIONAL BUSINESS MACHSCOM8.0K shares-8.28%2026-03-312026-04-30

LMT LOCKHEED MARTIN CORP COM2.9K shares0.38%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.5K shares-6.57%2026-03-312026-04-30

PNC PNC FINL SVCS GROUP INC COM7.7K shares-20.23%2026-03-312026-04-30

MTUM I SHRS MOMENTUM6.5K shares4.71%2026-03-312026-04-30

KMB KIMBERLY-CLARK CORP COM16.1K shares-16.41%2026-03-312026-04-30

GEV GE VERNOVA INC1.7K shares-9.22%2026-03-312026-04-30

T A T & T INC49.6K shares-5.88%2026-03-312026-04-30

Sponsored

VWO VANGUARD FTSE EMERGING MARKETS ETF26.5K shares-8.85%2026-03-312026-04-30

BMY BRISTOL MYERS SQUIBB CO COM23.6K shares-5.69%2026-03-312026-04-30

COST COSTCO WHOLESALE CORP1.4K shares-0.49%2026-03-312026-04-30

VNQ VANGUARD REIT INDEX #098615.9K shares-1.70%2026-03-312026-04-30

SCHD SCHWAB STR US DIVIDEND EQUITY ETF45.4K shares4.34%2026-03-312026-04-30

EMR EMERSON ELEC CO COM10.3K shares-19.10%2026-03-312026-04-30

MMM 3M CO COMMON8.7K shares-16.44%2026-03-312026-04-30

COP CONOCOPHILLIPS COM9.6K shares-18.81%2026-03-312026-04-30

Sponsored

IBDT ISHARES IBONDS DEC 2028 CORPORATE ETF48.5K shares-2.40%2026-03-312026-04-30

BAC BANK OF AMERICA CORP24.4K shares-15.79%2026-03-312026-04-30

AMZN AMAZON COM INC.5.7K shares-8.75%2026-03-312026-04-30

IJR I SHARES CORE S & P SMALL CAP ETF9.2K shares0.92%2026-03-312026-04-30

PFE PFIZER INC COM39.4K shares-4.49%2026-03-312026-04-30

MOO VANECK VEC AGRIBUSINESS ETF12.7K shares-14.78%2026-03-312026-04-30

TE CONNECTIVITY PLC TE CONNECTIVITY PLC5.0K shares-20.51%2026-03-312026-04-30

DIS DISNEY (WALT) COMPANY HOLDING CO9.7K shares-15.82%2026-03-312026-04-30

Sponsored

PSX PHILLIPS 664.9K shares-13.05%2026-03-312026-04-30

IVW ISHARES S & P GROWTH ETF7.9K shares0.00%2026-03-312026-04-30

AEP AMERICAN ELEC PWR INC COM6.8K shares0.86%2026-03-312026-04-30

IJH I SHARES CORE S & P MID-CAP ETF13.1K shares22.84%2026-03-312026-04-30

YUM YUM BRANDS INC5.6K shares-19.20%2026-03-312026-04-30

IBDS ISHARES IBONDS DEC 2027 TERMCORPORATE ETF34.0K shares0.00%2026-03-312026-04-30

ABT ABBOTT LABS COM8.0K shares-24.64%2026-03-312026-04-30

DE DEERE & CO COM1.5K shares-7.88%2026-03-312026-04-30

Sponsored

ADP AUTOMATIC DATA PROCESSING INCOM3.9K shares0.00%2026-03-312026-04-30

PM PHILLIP MORRIS INTERNATIONALINC4.8K shares-35.62%2026-03-312026-04-30

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.1K shares-12.66%2026-03-312026-04-30

ORCL ORACLE CORP COM5.4K shares-4.69%2026-03-312026-04-30

INTC INTEL CORP COM16.9K shares-25.49%2026-03-312026-04-30

BK BANK NEW YORK MELLON CORP6.1K shares0.00%2026-03-312026-04-30

OKE ONEOK INC NEW COMMON7.9K shares0.00%2026-03-312026-04-30

CTVA CORTEVA INC8.5K shares-11.67%2026-03-312026-04-30

Sponsored

PPL PPL CORP COMMON18.4K shares0.95%2026-03-312026-04-30

MCK MCKESSON CORP USD763 shares0.00%2026-03-312026-04-30

IWD I SHARES RUSSELL 1000 VALUE INDEX FUND3.0K sharesnew addition2026-03-312026-04-30

MO ALTRIA GROUP INC COM9.4K shares-29.25%2026-03-312026-04-30

RTX RTX CORPORATION CORP3.2K shares-8.30%2026-03-312026-04-30

STIP I SHRS 0-5 YEAR TIPS BOND ETF5.9K shares14.19%2026-03-312026-04-30

IWF I SHARES RUSSELL 1000 GROWTH ETF1.4K shares91.77%2026-03-312026-04-30

CEG CONSTELLATION ENERGY CORP NPV2.2K shares0.00%2026-03-312026-04-30

Sponsored

IWR I SHARES RUSSELL MID-CAP ETF5.3K shares0.00%2026-03-312026-04-30

CVS CVS HEALTH CORPORATION7.2K shares-23.02%2026-03-312026-04-30

QNITY ELECTRONICS INC QNITY ELECTRONICS INC4.4K shares-11.53%2026-03-312026-04-30

VEA VANGUARD FTSE DEVELOPED MARKET ETF7.9K shares-44.63%2026-03-312026-04-30

LHX L3HARRIS TECHNOLOGIES INC1.5K shares0.00%2026-03-312026-04-30

KO COCA COLA CO COM6.6K shares-36.33%2026-03-312026-04-30

WFC WELLS FARGO & CO6.2K shares0.00%2026-03-312026-04-30

MEDTRONIC PLC MEDTRONIC PLC5.6K shares-20.60%2026-03-312026-04-30

Sponsored

EATON CORP PLC EATON CORP PLC1.4K shares-12.23%2026-03-312026-04-30

CSCO CISCO SYS INC COM6.3K shares-7.77%2026-03-312026-04-30

AMGN AMGEN INC COM1.3K shares-11.07%2026-03-312026-04-30

SPGI S & P GLOBAL INC NPV1.0K shares0.00%2026-03-312026-04-30

DUPONT DE NEMOURS INC. DUPONT DE NEMOURS INC.9.3K shares-9.86%2026-03-312026-04-30

SSO PROSHARES ULTRA S & P 500 EFT8.1K shares0.00%2026-03-312026-04-30

META META PLATFORMS INC720 shares3.30%2026-03-312026-04-30

AME AMETEK INC NEW COM1.9K shares0.00%2026-03-312026-04-30

Sponsored

EXC EXELON CORP8.1K shares0.00%2026-03-312026-04-30

MFC MANULIFE FINANCIAL10.3K shares-5.38%2026-03-312026-04-30

XEL XCEL ENERGY INC COM4.4K shares-21.04%2026-03-312026-04-30

VTV VANGUARD VALUE ETF1.8K sharesnew addition2026-03-312026-04-30

D DOMINION ENERGY INC NPV5.6K shares0.00%2026-03-312026-04-30

EFA I SHARES MSCI EAFE ETF3.5K shares0.00%2026-03-312026-04-30

HSY THE HERSHEY COMPANY COM1.6K shares-19.05%2026-03-312026-04-30

CMCSA COMCAST CORP CLASS A10.9K shares-22.81%2026-03-312026-04-30

Sponsored

ITW ILLINOIS TOOL WKS INC COM1.2K shares0.00%2026-03-312026-04-30

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC3.9K shares-19.00%2026-03-312026-04-30

SO SOUTHERN CO COM3.0K shares0.00%2026-03-312026-04-30

HPE HEWLETT PACKARD ENTERPRISE CO11.5K shares-12.63%2026-03-312026-04-30

PEG PUBLIC SVC ENTERPRISE GROUP COM3.4K shares-21.66%2026-03-312026-04-30

JCI JOHNSON CONTROLS INTERNATIONAL PLC2.1K shares-11.01%2026-03-312026-04-30

XLE STATE STREET ENERGY SELECT SEC SPDR ETF4.4K sharesnew addition2026-03-312026-04-30

YUMC YUM CHINA HOLDINGS INC5.4K shares-19.57%2026-03-312026-04-30

Sponsored

LOW LOWES COS INC COM1.1K shares-25.84%2026-03-312026-04-30

ICVT I SHRS CONVERTIBLE BOND ETF2.5K shares0.00%2026-03-312026-04-30

DOW DOW HOLDINGS INC6.2K sharesnew addition2026-03-312026-04-30

WM WASTE MANAGEMENT INC NEW1.1K shares4.68%2026-03-312026-04-30

ALL ALLSTATE CORP COM1.2K shares-7.25%2026-03-312026-04-30

BA BOEING CO COM1.3K shares0.00%2026-03-312026-04-30

VXUS VANGUARD TOTAL INTL STOCK INDEX FUND - ETF3.3K shares15.62%2026-03-312026-04-30

H P INC H P INC12.9K shares-2.49%2026-03-312026-04-30

Sponsored

XLV STATE STREET HEALTH CARE SELECT SEC SPDR ETF1.7K shares0.00%2026-03-312026-04-30

MDLZ MONDELEZ INTERNATIONAL INC4.0K shares-29.80%2026-03-312026-04-30

CL COLGATE PALMOLIVE CO COM2.7K shares-42.76%2026-03-312026-04-30

GLD SPDR GOLD TRUST527 sharesnew addition2026-03-312026-04-30

XLF STATE STREET FINANCIAL SELECT SEC SPDR ETF4.6K shares0.00%2026-03-312026-04-30

DYNF I SHRS US E F R A ETF-USD INC3.7K sharesnew addition2026-03-312026-04-30

SPY STATE STREET SPDR S & P 500 ETF TRUST335 shares0.00%2026-03-312026-04-30

PHYL PGIM ACTIVE HIGH YIELD BOND6.2K sharesnew addition2026-03-312026-04-30

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP623 shares0.00%2026-03-312026-04-30

NXP NUVEEN SELECT TAX-FREE INCOME PORTFOLIO14.4K shares0.00%2026-03-312026-04-30

TM TOYOTA MOTOR CORP1.0K shares0.00%2026-03-312026-04-30

DVN DEVON ENERGY CORP NEW4.0K sharesnew addition2026-03-312026-04-30

MPC MARATHON PETROLEUM CORP820 sharesnew addition2026-03-312026-04-30

AQST AQUESTIVE THERAPEUTICS INC15.0K shares0.00%2026-03-312026-04-30

VTI

VANGUARD TOTAL STOCK MARKET ETF

-19.39%

Shares347.7K

Event2026-03-31

Filed2026-04-30

VCSH

VANGUARD SHORT TERM CORP BD ETF #3145

-15.33%

Shares519.9K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

-17.00%

Shares115.2K

Event2026-03-31

Filed2026-04-30

DVY

I SHARES SELECT DIVIDEND ETF

-11.28%

Shares151.2K

Event2026-03-31

Filed2026-04-30

BIV

VANGUARD INTERMEDIATE TERM BOND INDEX ETF

-11.02%

Shares292.0K

Event2026-03-31

Filed2026-04-30

IEFA

I SHARES MSCI EAFE CORE

-15.12%

Shares220.2K

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON COM

-7.66%

Shares46.1K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP COM

-25.63%

Shares26.9K

Event2026-03-31

Filed2026-04-30

TIP

I SHRS TIPS BOND ETF

-14.10%

Shares72.5K

Event2026-03-31

Filed2026-04-30

BINC

I SHARES FLEX I ACTIVE ETF

71.99%

Shares150.1K

Event2026-03-31

Filed2026-04-30

DFUS

DIMENSIONAL US EQUITY MARKETETF TR

-9.74%

Shares105.5K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP COM

-17.12%

Shares42.4K

Event2026-03-31

Filed2026-04-30

HOME DEPOT INC COM

-12.43%

Shares20.7K

Event2026-03-31

Filed2026-04-30

PHO

INVESCO WATER RESOURCES ETF

-15.39%

Shares94.9K

Event2026-03-31

Filed2026-04-30

PGX

INVESCO PREFERRED ETF

-12.00%

Shares530.1K

Event2026-03-31

Filed2026-04-30

CAT

CATERPILLAR INC COM

-18.36%

Shares7.3K

Event2026-03-31

Filed2026-04-30

CVX

CHEVRON CORPORATION

-5.95%

Shares24.4K

Event2026-03-31

Filed2026-04-30

PEP

PEPSICO INC COM

-16.62%

Shares27.8K

Event2026-03-31

Filed2026-04-30

GLW

CORNING INC COM

-17.73%

Shares30.5K

Event2026-03-31

Filed2026-04-30

HON

HONEYWELL INTL INC COM

-17.42%

Shares16.9K

Event2026-03-31

Filed2026-04-30

WTRG

ESSENTIAL UTILITIES INC

-10.00%

Shares92.9K

Event2026-03-31

Filed2026-04-30

IVV

I SHARES CORE S & P 500 ETF

48.93%

Shares5.7K

Event2026-03-31

Filed2026-04-30

ALPHABET INC - CLASS A

-20.74%

Shares12.4K

Event2026-03-31

Filed2026-04-30

PROCTER AND GAMBLE CO COM

-25.69%

Shares23.2K

Event2026-03-31

Filed2026-04-30

MERCK & CO INC NEW

-15.17%

Shares26.2K

Event2026-03-31

Filed2026-04-30

VERIZON COMMUNICATIONS INC

-8.81%

Shares58.6K

Event2026-03-31

Filed2026-04-30

NEE

NEXTERA ENERGY INC COM

-2.84%

Shares31.5K

Event2026-03-31

Filed2026-04-30

BRK.A

BERKSHIRE HATHAWAY INC. DELWARE CL

0.00%

Shares4

Event2026-03-31

Filed2026-04-30

ITOT

I SHARES CORE S & P TOTAL U S STOCK MARKET

-4.01%

Shares19.1K

Event2026-03-31

Filed2026-04-30

MCD

MCDONALDS CORP COM

-18.74%

Shares8.6K

Event2026-03-31

Filed2026-04-30

WMT

WALMART INC COM

-0.71%

Shares21.2K

Event2026-03-31

Filed2026-04-30

ALPHABET INC - CLASS C

-23.76%

Shares8.5K

Event2026-03-31

Filed2026-04-30

IBDU

ISHARES IBONDS DEC 2029 TERMCORPORATE ETF

-38.08%

Shares101.3K

Event2026-03-31

Filed2026-04-30

JPM

J P MORGAN CHASE & CO

1.93%

Shares7.9K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

-71.84%

Shares13.3K

Event2026-03-31

Filed2026-04-30

LLY

ELI LILLY & CO COM

-24.29%

Shares2.5K

Event2026-03-31

Filed2026-04-30

TGT

TARGET CORP

-13.88%

Shares18.2K

Event2026-03-31

Filed2026-04-30

GE AEROSPACE

-15.90%

Shares7.7K

Event2026-03-31

Filed2026-04-30

AON PLC NPV

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-30

ABBV

ABBVIE INC

-17.92%

Shares9.7K

Event2026-03-31

Filed2026-04-30

IBM

INTERNATIONAL BUSINESS MACHSCOM

-8.28%

Shares8.0K

Event2026-03-31

Filed2026-04-30

LMT

LOCKHEED MARTIN CORP COM

0.38%

Shares2.9K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL

-6.57%

Shares3.5K

Event2026-03-31

Filed2026-04-30

PNC

PNC FINL SVCS GROUP INC COM

-20.23%

Shares7.7K

Event2026-03-31

Filed2026-04-30

MTUM

I SHRS MOMENTUM

4.71%

Shares6.5K

Event2026-03-31

Filed2026-04-30

KMB

KIMBERLY-CLARK CORP COM

-16.41%

Shares16.1K

Event2026-03-31

Filed2026-04-30

GEV

GE VERNOVA INC

-9.22%

Shares1.7K

Event2026-03-31

Filed2026-04-30

A T & T INC

-5.88%

Shares49.6K

Event2026-03-31

Filed2026-04-30

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-8.85%

Shares26.5K

Event2026-03-31

Filed2026-04-30

BMY

BRISTOL MYERS SQUIBB CO COM

-5.69%

Shares23.6K

Event2026-03-31

Filed2026-04-30

COST

COSTCO WHOLESALE CORP

-0.49%

Shares1.4K

Event2026-03-31

Filed2026-04-30

VNQ

VANGUARD REIT INDEX #0986

-1.70%

Shares15.9K

Event2026-03-31

Filed2026-04-30

SCHD

SCHWAB STR US DIVIDEND EQUITY ETF

4.34%

Shares45.4K

Event2026-03-31

Filed2026-04-30

EMR

EMERSON ELEC CO COM

-19.10%

Shares10.3K

Event2026-03-31

Filed2026-04-30

MMM

3M CO COMMON

-16.44%

Shares8.7K

Event2026-03-31

Filed2026-04-30

COP

CONOCOPHILLIPS COM

-18.81%

Shares9.6K

Event2026-03-31

Filed2026-04-30

IBDT

ISHARES IBONDS DEC 2028 CORPORATE ETF

-2.40%

Shares48.5K

Event2026-03-31

Filed2026-04-30

BAC

BANK OF AMERICA CORP

-15.79%

Shares24.4K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC.

-8.75%

Shares5.7K

Event2026-03-31

Filed2026-04-30

IJR

I SHARES CORE S & P SMALL CAP ETF

0.92%

Shares9.2K

Event2026-03-31

Filed2026-04-30

PFE

PFIZER INC COM

-4.49%

Shares39.4K

Event2026-03-31

Filed2026-04-30

MOO

VANECK VEC AGRIBUSINESS ETF

-14.78%

Shares12.7K

Event2026-03-31

Filed2026-04-30

TE CONNECTIVITY PLC

-20.51%

Shares5.0K

Event2026-03-31

Filed2026-04-30

DIS

DISNEY (WALT) COMPANY HOLDING CO

-15.82%

Shares9.7K

Event2026-03-31

Filed2026-04-30

PSX

PHILLIPS 66

-13.05%

Shares4.9K

Event2026-03-31

Filed2026-04-30

IVW

ISHARES S & P GROWTH ETF

0.00%

Shares7.9K

Event2026-03-31

Filed2026-04-30

AEP

AMERICAN ELEC PWR INC COM

0.86%

Shares6.8K

Event2026-03-31

Filed2026-04-30

IJH

I SHARES CORE S & P MID-CAP ETF

22.84%

Shares13.1K

Event2026-03-31

Filed2026-04-30

YUM

YUM BRANDS INC

-19.20%

Shares5.6K

Event2026-03-31

Filed2026-04-30

IBDS

ISHARES IBONDS DEC 2027 TERMCORPORATE ETF

0.00%

Shares34.0K

Event2026-03-31

Filed2026-04-30

ABT

ABBOTT LABS COM

-24.64%

Shares8.0K

Event2026-03-31

Filed2026-04-30

DEERE & CO COM

-7.88%

Shares1.5K

Event2026-03-31

Filed2026-04-30

ADP

AUTOMATIC DATA PROCESSING INCOM

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-30

PHILLIP MORRIS INTERNATIONALINC

-35.62%

Shares4.8K

Event2026-03-31

Filed2026-04-30

DUKE ENERGY CORP NEW

-12.66%

Shares6.1K

Event2026-03-31

Filed2026-04-30

ORCL

ORACLE CORP COM

-4.69%

Shares5.4K

Event2026-03-31

Filed2026-04-30

INTC

INTEL CORP COM

-25.49%

Shares16.9K

Event2026-03-31

Filed2026-04-30

BANK NEW YORK MELLON CORP

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-30

OKE

ONEOK INC NEW COMMON

0.00%

Shares7.9K

Event2026-03-31

Filed2026-04-30

CTVA

CORTEVA INC

-11.67%

Shares8.5K

Event2026-03-31

Filed2026-04-30

PPL

PPL CORP COMMON

0.95%

Shares18.4K

Event2026-03-31

Filed2026-04-30

MCK

MCKESSON CORP USD

0.00%

Shares763

Event2026-03-31

Filed2026-04-30

IWD

I SHARES RUSSELL 1000 VALUE INDEX FUND

New

Shares3.0K

Event2026-03-31

Filed2026-04-30

ALTRIA GROUP INC COM

-29.25%

Shares9.4K

Event2026-03-31

Filed2026-04-30

RTX

RTX CORPORATION CORP

-8.30%

Shares3.2K

Event2026-03-31

Filed2026-04-30

STIP

I SHRS 0-5 YEAR TIPS BOND ETF

14.19%

Shares5.9K

Event2026-03-31

Filed2026-04-30

IWF

I SHARES RUSSELL 1000 GROWTH ETF

91.77%

Shares1.4K

Event2026-03-31

Filed2026-04-30

CEG

CONSTELLATION ENERGY CORP NPV

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-30

IWR

I SHARES RUSSELL MID-CAP ETF

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-30

CVS

CVS HEALTH CORPORATION

-23.02%

Shares7.2K

Event2026-03-31

Filed2026-04-30

QNITY ELECTRONICS INC

-11.53%

Shares4.4K

Event2026-03-31

Filed2026-04-30

VEA

VANGUARD FTSE DEVELOPED MARKET ETF

-44.63%

Shares7.9K

Event2026-03-31

Filed2026-04-30

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-30

COCA COLA CO COM

-36.33%

Shares6.6K

Event2026-03-31

Filed2026-04-30

WFC

WELLS FARGO & CO

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-30

MEDTRONIC PLC

-20.60%

Shares5.6K

Event2026-03-31

Filed2026-04-30

EATON CORP PLC

-12.23%

Shares1.4K

Event2026-03-31

Filed2026-04-30

CSCO

CISCO SYS INC COM

-7.77%

Shares6.3K

Event2026-03-31

Filed2026-04-30

AMGN

AMGEN INC COM

-11.07%

Shares1.3K

Event2026-03-31

Filed2026-04-30

SPGI

S & P GLOBAL INC NPV

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-30

DUPONT DE NEMOURS INC.

-9.86%

Shares9.3K

Event2026-03-31

Filed2026-04-30

SSO

PROSHARES ULTRA S & P 500 EFT

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-30