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The Analysis of First Pacific Financial's Holdings & P&L

Currently, First Pacific Financial holds 663 types of securities in its portfolio with a total value $776.5M. In the most recent quarter, they have increased their positions in EFA (+101.9K shares, valued at $9.9M), FLXR (+110.1K shares, valued at $4.3M), VGIT (+66.1K shares, valued at $3.9M); decreased their positions in OEF (-32.9K shares, valued at $10.5M), GOVT (-169.7K shares, valued at $3.9M), WELL (-5.0K shares, valued at $993.5K); initiated new positions in CIEN (+253 shares, valued at $98.2K), SCHO (+3.5K shares, valued at $86.0K), IVE (+305 shares, valued at $64.4K).

1M P&L

+17.6M+2.25%

3M P&L

-204.3M-20.32%

HY P&L

-167.0M-17.25%

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/A572.7M

76.8%

2Drug Manufacturers - General21.6M

2.9%

3Banks - Diversified16.0M

2.1%

Top Industries by Stock Count

1N/A153 stocks

25.4%

2Software - Application25 stocks

4.1%

3Software - Infrastructure21 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JCPB J P MORGAN EXCHANGE TRADED F2.0M shares4.18%2026-03-312026-04-23

FLXR TCW ETF TRUST2.3M shares5.06%2026-03-312026-04-23

DFAW DIMENSIONAL ETF TRUST865.2K shares6.06%2026-03-312026-04-23

VUG VANGUARD INDEX FDS94.4K shares-1.00%2026-03-312026-04-23

EFA ISHARES TR401.7K shares34.01%2026-03-312026-04-23

MDYV SPDR SERIES TRUST367.1K shares-0.72%2026-03-312026-04-23

FNDA SCHWAB STRATEGIC TR880.0K shares-1.45%2026-03-312026-04-23

NUBD NUSHARES ETF TR1.3M shares5.08%2026-03-312026-04-23

Sponsored

GMF SPDR INDEX SHS FDS174.6K shares-0.74%2026-03-312026-04-23

EMSF MATTHEWS INTL FDS602.1K shares25.38%2026-03-312026-04-23

CVMC MORGAN STANLEY ETF TRUST250.1K shares3.07%2026-03-312026-04-23

VGSR MANAGER DIRECTED PORTFOLIOS1.5M shares1.90%2026-03-312026-04-23

NUSC NUSHARES ETF TR265.0K shares-0.13%2026-03-312026-04-23

MSFT MICROSOFT CORP20.7K shares0.34%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO24.1K shares-7.75%2026-03-312026-04-23

BK BANK NEW YORK MELLON CORP58.5K shares-3.79%2026-03-312026-04-23

Sponsored

DFIS DIMENSIONAL ETF TRUST203.1K shares0.11%2026-03-312026-04-23

ABBV ABBVIE INC29.1K shares-1.27%2026-03-312026-04-23

VCIT VANGUARD SCOTTSDALE FDS75.3K shares1.18%2026-03-312026-04-23

NVS NOVARTIS AG39.9K shares-0.37%2026-03-312026-04-23

CGDV CAPITAL GROUP DIVIDEND VALUE143.3K shares9.95%2026-03-312026-04-23

CSCO CISCO SYS INC77.7K shares-1.94%2026-03-312026-04-23

TRV TRAVELERS COMPANIES INC19.9K shares-2.43%2026-03-312026-04-23

RTX RTX CORPORATION29.7K shares0.66%2026-03-312026-04-23

Sponsored

JNJ JOHNSON & JOHNSON22.6K shares-0.95%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS21.8K shares0.05%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC43.4K shares-6.29%2026-03-312026-04-23

WELL WELLTOWER INC26.3K shares-16.05%2026-03-312026-04-23

NVDA NVIDIA CORPORATION28.9K shares14.92%2026-03-312026-04-23

EFG ISHARES TR41.5K shares1.59%2026-03-312026-04-23

NTRS NORTHERN TR CORP32.8K shares1.58%2026-03-312026-04-23

AEP AMERICAN ELEC PWR CO INC34.6K shares1.93%2026-03-312026-04-23

Sponsored

COST COSTCO WHOLESALE CORPORATION4.5K shares-0.29%2026-03-312026-04-23

CVX CHEVRON CORPORATION21.6K shares-2.17%2026-03-312026-04-23

PG PROCTER & GAMBLE CO30.6K shares2.84%2026-03-312026-04-23

FNDF SCHWAB STRATEGIC TR82.8K shares-0.98%2026-03-312026-04-23

VGIT VANGUARD SCOTTSDALE FDS67.2K shares6152.65%2026-03-312026-04-23

AAPL APPLE INC15.5K shares-4.14%2026-03-312026-04-23

MEDTRONIC PLC MEDTRONIC PLC45.0K shares2.08%2026-03-312026-04-23

ROK ROCKWELL AUTOMATION INC10.6K shares-2.00%2026-03-312026-04-23

Sponsored

JPSE J P MORGAN EXCHANGE TRADED F71.9K shares0.40%2026-03-312026-04-23

PEP PEPSICO INC24.2K shares1.76%2026-03-312026-04-23

TOTALENERGIES SE TOTALENERGIES SE38.8K shares-1.18%2026-03-312026-04-23

PLD PROLOGIS INC.24.9K shares4.10%2026-03-312026-04-23

IWS ISHARES TR21.5K shares0.45%2026-03-312026-04-23

PRU PRUDENTIAL FINL INC31.7K shares-0.16%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS4.9K shares-1.30%2026-03-312026-04-23

PFE PFIZER INC103.7K shares21.55%2026-03-312026-04-23

Sponsored

UPS UNITED PARCEL SVCS INC27.5K shares0.94%2026-03-312026-04-23

ALPHABET INC ALPHABET INC6.9K shares-3.94%2026-03-312026-04-23

NEE NEXTERA ENERGY INC20.5K shares4.85%2026-03-312026-04-23

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO34.0K shares-0.86%2026-03-312026-04-23

CVLC MORGAN STANLEY ETF TRUST21.5K shares-0.82%2026-03-312026-04-23

NATIONAL GRID PLC NATIONAL GRID PLC19.7K shares69.26%2026-03-312026-04-23

SUSA ISHARES TR12.5K shares-11.45%2026-03-312026-04-23

BND VANGUARD BD INDEX FDS21.7K shares26.01%2026-03-312026-04-23

Sponsored

GS GOLDMAN SACHS GROUP INC1.9K shares-1.64%2026-03-312026-04-23

ALPHABET INC ALPHABET INC5.2K shares-9.10%2026-03-312026-04-23

DMXF ISHARES TR19.3K shares-0.19%2026-03-312026-04-23

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-23

WM WASTE MGMT INC DEL6.0K shares1.05%2026-03-312026-04-23

VTI VANGUARD INDEX FDS4.2K shares-1.96%2026-03-312026-04-23

ADI ANALOG DEVICES INC4.2K shares-0.49%2026-03-312026-04-23

CMI CUMMINS INC2.5K shares-3.48%2026-03-312026-04-23

Sponsored

NULG NUSHARES ETF TR14.7K shares-0.52%2026-03-312026-04-23

SCHG SCHWAB STRATEGIC TR45.7K shares41.00%2026-03-312026-04-23

VTEB VANGUARD MUN BD FDS26.2K shares-6.02%2026-03-312026-04-23

GRMN GARMIN LTD5.4K shares0.22%2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC6.1K shares-3.62%2026-03-312026-04-23

AMZN AMAZON COM INC5.9K shares-6.73%2026-03-312026-04-23

PH PARKER-HANNIFIN CORP1.4K shares-7.49%2026-03-312026-04-23

SCHM SCHWAB STRATEGIC TR38.9K shares-1.38%2026-03-312026-04-23

Sponsored

ING ING GROEP N.V.45.8K shares2.23%2026-03-312026-04-23

TSM TAIWAN SEMICONDUCTOR MANUFAC3.5K shares1.82%2026-03-312026-04-23

SPG SIMON PPTY GROUP INC NEW6.4K shares23.72%2026-03-312026-04-23

ECL ECOLAB INC4.4K shares-0.23%2026-03-312026-04-23

EATON CORP PLC EATON CORP PLC3.2K shares1.26%2026-03-312026-04-23

V VISA INC3.7K shares-6.75%2026-03-312026-04-23

ASML ASML HLDG NV828 shares-0.48%2026-03-312026-04-23

CRWD CROWDSTRIKE HLDGS INC2.7K shares-0.18%2026-03-312026-04-23

Sponsored

HD HOME DEPOT INC3.1K shares-4.14%2026-03-312026-04-23

JSTC TIDAL TRUST I51.0K shares29.61%2026-03-312026-04-23

DE DEERE & CO1.8K shares-0.28%2026-03-312026-04-23

CRM SALESFORCE INC5.2K shares-15.12%2026-03-312026-04-23

CAT CATERPILLAR INC1.4K shares-0.15%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares0.85%2026-03-312026-04-23

TMO THERMO FISHER SCIENTIFIC INC1.8K shares1.94%2026-03-312026-04-23

APD AIR PRODUCTS AND CHEMICALS I3.0K shares2.93%2026-03-312026-04-23

Sponsored

VEA VANGUARD TAX-MANAGED FDS13.5K shares75.69%2026-03-312026-04-23

SHW SHERWIN WILLIAMS CO2.6K shares1.62%2026-03-312026-04-23

BLACKROCK INC BLACKROCK INC880 shares-1.23%2026-03-312026-04-23

IVV ISHARES TR1.3K shares36.64%2026-03-312026-04-23

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC8.3K shares0.34%2026-03-312026-04-23

TGT TARGET CORP6.7K shares3.67%2026-03-312026-04-23

CHD CHURCH & DWIGHT CO INC8.6K shares0.76%2026-03-312026-04-23

OEF ISHARES TR2.5K shares-92.88%2026-03-312026-04-23

Sponsored

BLACKSTONE INC BLACKSTONE INC6.5K shares2.24%2026-03-312026-04-23

NDAQ NASDAQ INC8.8K shares0.31%2026-03-312026-04-23

DSI ISHARES TR6.1K shares-6.96%2026-03-312026-04-23

UNP UNION PAC CORP3.0K shares1.55%2026-03-312026-04-23

UNILEVER PLC UNILEVER PLC12.7K shares-1.44%2026-03-312026-04-23

TT TRANE TECHNOLOGIES PLC1.7K shares0.06%2026-03-312026-04-23

MDYG SPDR SERIES TRUST7.2K shares40.14%2026-03-312026-04-23

VTV VANGUARD INDEX FDS3.4K shares8.91%2026-03-312026-04-23

Sponsored

BN BROOKFIELD CORP16.4K shares-3.05%2026-03-312026-04-23

ITW ILLINOIS TOOL WKS INC2.5K shares2.29%2026-03-312026-04-23

DIS DISNEY WALT CO6.8K shares-8.98%2026-03-312026-04-23

HUBBELL INC HUBBELL INC1.3K shares0.54%2026-03-312026-04-23

XYL XYLEM INC5.4K shares1.48%2026-03-312026-04-23

VRTX VERTEX PHARMACEUTICALS INC1.4K shares0.57%2026-03-312026-04-23

BDX BECTON DICKINSON & CO4.0K shares0.81%2026-03-312026-04-23

DHR DANAHER CORP DEL3.3K shares1.09%2026-03-312026-04-23

Sponsored

WFC WELLS FARGO & CO7.7K shares7.67%2026-03-312026-04-23

AMT AMERICAN TOWER CORP3.6K shares0.39%2026-03-312026-04-23

MKC MCCORMICK & CO INC12.2K shares2.71%2026-03-312026-04-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.1K shares-1.03%2026-03-312026-04-23

SNOW SNOWFLAKE INC4.0K shares-4.90%2026-03-312026-04-23

WTRG ESSENTIAL UTILS INC14.7K shares-1.65%2026-03-312026-04-23

DFGR DIMENSIONAL ETF TRUST22.2K shares19.11%2026-03-312026-04-23

LOW LOWES COS INC2.5K shares-3.66%2026-03-312026-04-23

Sponsored

AWR AMER STATES WTR CO7.6K shares0.61%2026-03-312026-04-23

ETHO AMPLIFY ETF TR8.5K shares-1.94%2026-03-312026-04-23

VT VANGUARD INTL EQUITY INDEX F4.0K shares3791.18%2026-03-312026-04-23

GLD SPDR GOLD TR1.3K shares-22.83%2026-03-312026-04-23

AVA AVISTA CORP13.7K shares-34.07%2026-03-312026-04-23

TTEK TETRA TECH INC NEW18.0K shares1.50%2026-03-312026-04-23

POR PORTLAND GEN ELEC CO10.0K shares1.41%2026-03-312026-04-23

CNI CANADIAN NATL RY CO5.1K shares0.27%2026-03-312026-04-23

Sponsored

NULV NUSHARES ETF TR10.7K shares-2.21%2026-03-312026-04-23

WY WEYERHAEUSER CO19.2K shares3.40%2026-03-312026-04-23

BWA BORGWARNER INC8.4K shares-0.37%2026-03-312026-04-23

IWD ISHARES TR2.1K shares184.75%2026-03-312026-04-23

NKE NIKE INC8.1K shares0.48%2026-03-312026-04-23

META META PLATFORMS INC743 shares6.45%2026-03-312026-04-23

NUEM NUSHARES ETF TR11.5K shares-14.04%2026-03-312026-04-23

JCI JOHNSON CONTROLS INTERNATION3.2K shares-15.95%2026-03-312026-04-23

Sponsored

JD JD.COM INC14.2K shares2.86%2026-03-312026-04-23

USB US BANCORP7.9K shares-23.53%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP1.9K shares11.33%2026-03-312026-04-23

OC OWENS CORNING NEW3.7K shares2.32%2026-03-312026-04-23

ESML ISHARES TR8.4K shares14.90%2026-03-312026-04-23

APTIV PLC APTIV PLC5.5K shares0.33%2026-03-312026-04-23

NVO NOVO-NORDISK A S10.3K shares4.94%2026-03-312026-04-23

MGC VANGUARD WORLD FD1.6K shares0.32%2026-03-312026-04-23

Sponsored

RIVN RIVIAN AUTOMOTIVE INC23.2K shares2.18%2026-03-312026-04-23

AMAT APPLIED MATLS INC881 shares0.46%2026-03-312026-04-23

BROADCOM INC BROADCOM INC968 shares23.00%2026-03-312026-04-23

FNDX SCHWAB STRATEGIC TR10.7K shares0.44%2026-03-312026-04-23

VB VANGUARD INDEX FDS1.1K shares-5.31%2026-03-312026-04-23

XLV SELECT SECTOR SPDR TR2.0K shares0.41%2026-03-312026-04-23

EMR EMERSON ELEC CO2.1K shares1.47%2026-03-312026-04-23

VBK VANGUARD INDEX FDS899 shares0.11%2026-03-312026-04-23

Sponsored

SCHF SCHWAB STRATEGIC TR10.7K shares1.69%2026-03-312026-04-23

AAXJ ISHARES TR2.7K shares-9.42%2026-03-312026-04-23

VXUS VANGUARD STAR FDS3.4K shares0.12%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR453 shares0.22%2026-03-312026-04-23

LLY ELI LILLY & CO275 shares0.36%2026-03-312026-04-23

MDY STATE STR SPDR S&P MIDCAP 40409 shares0.25%2026-03-312026-04-23

TJX TJX COS INC NEW1.5K shares0.72%2026-03-312026-04-23

XOM EXXON MOBIL CORP1.4K shares20.38%2026-03-312026-04-23

Sponsored

MGK VANGUARD WORLD FD622 shares0.16%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F4.2K shares-15.60%2026-03-312026-04-23

ISHARES GOLD TR ISHARES GOLD TR2.5K shares0.00%2026-03-312026-04-23

GOVT ISHARES TR9.7K shares-94.61%2026-03-312026-04-23

SUSB ISHARES TR8.4K shares0.00%2026-03-312026-04-23

VSGX VANGUARD WORLD FD2.7K shares-7.84%2026-03-312026-04-23

SUSL ISHARES TR1.7K shares0.24%2026-03-312026-04-23

VO VANGUARD INDEX FDS635 shares-28.57%2026-03-312026-04-23

Sponsored

IWB ISHARES TR511 shares0.20%2026-03-312026-04-23

GRNB VANECK ETF TRUST7.6K shares0.69%2026-03-312026-04-23

SCHA SCHWAB STRATEGIC TR6.2K shares-9.66%2026-03-312026-04-23

MCD MCDONALDS CORP566 shares-4.55%2026-03-312026-04-23

ALK ALASKA AIR GROUP INC4.7K shares-34.20%2026-03-312026-04-23

BA BOEING CO840 shares8.95%2026-03-312026-04-23

SPYX SPDR SERIES TRUST3.1K shares-44.40%2026-03-312026-04-23

CWI SPDR INDEX SHS FDS4.3K shares0.00%2026-03-312026-04-23

Sponsored

XLK SELECT SECTOR SPDR TR1.2K shares0.17%2026-03-312026-04-23

TXN TEXAS INSTRS INC791 shares1.15%2026-03-312026-04-23

CCJ CAMECO CORP1.4K shares42.03%2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR4.7K shares8.91%2026-03-312026-04-23

VTIP VANGUARD MALVERN FDS2.9K shares360.19%2026-03-312026-04-23

SPSM SPDR SERIES TRUST2.9K shares1917.81%2026-03-312026-04-23

KO COCA COLA CO1.9K shares0.92%2026-03-312026-04-23

ADP AUTOMATIC DATA PROCESSING IN669 shares-23.46%2026-03-312026-04-23

Sponsored

IEFA ISHARES TR1.5K shares214.11%2026-03-312026-04-23

PCAR PACCAR INC1.1K shares2.27%2026-03-312026-04-23

VNQ VANGUARD INDEX FDS1.4K shares-11.58%2026-03-312026-04-23

BAC BANK AMERICA CORP2.4K shares18.07%2026-03-312026-04-23

SBUX STARBUCKS CORP1.2K shares3.35%2026-03-312026-04-23

ETFS GOLD TR ETFS GOLD TR2.4K shares0.00%2026-03-312026-04-23

NFLX NETFLIX INC.1.1K shares23.70%2026-03-312026-04-23

VEU VANGUARD INTL EQUITY INDEX F1.4K shares0.14%2026-03-312026-04-23

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC902 shares0.00%2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW794 shares-31.85%2026-03-312026-04-23

BSV VANGUARD BD INDEX FDS1.3K shares39.77%2026-03-312026-04-23

USMV ISHARES TR1.1K shares0.37%2026-03-312026-04-23

WRB BERKLEY W R CORP1.5K shares-0.67%2026-03-312026-04-23

CIEN CIENA CORP253 sharesnew addition2026-03-312026-04-23

TSLA TESLA INC262 shares8.71%2026-03-312026-04-23

VV VANGUARD INDEX FDS323 shares0.31%2026-03-312026-04-23

Sponsored

ORCL ORACLE CORP642 shares3.38%2026-03-312026-04-23

SYK STRYKER CORPORATION280 shares-11.11%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T140 shares0.72%2026-03-312026-04-23

CVIE MORGAN STANLEY ETF TRUST1.2K shares-2.37%2026-03-312026-04-23

FTNT FORTINET INC1.1K shares0.47%2026-03-312026-04-23

FRNW FIDELITY COVINGTON TRUST3.8K shares0.05%2026-03-312026-04-23

IWM ISHARES TR351 shares-22.86%2026-03-312026-04-23

MU MICRON TECHNOLOGY INC255 shares8400.00%2026-03-312026-04-23

Sponsored

SCHO SCHWAB STRATEGIC TR3.5K sharesnew addition2026-03-312026-04-23

CCB COASTAL FINL CORP WA1.1K shares0.00%2026-03-312026-04-23

KLAC KLA CORP58 shares11.54%2026-03-312026-04-23

IWL ISHARES TR532 shares0.19%2026-03-312026-04-23

SYY SYSCO CORP1.2K shares0.69%2026-03-312026-04-23

SCHX SCHWAB STRATEGIC TR3.2K shares9.94%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC1.5K shares1.91%2026-03-312026-04-23

VGK VANGUARD INTL EQUITY INDEX F887 shares0.45%2026-03-312026-04-23

Sponsored

AMGN AMGEN INC205 shares1.99%2026-03-312026-04-23

SNPE DBX ETF TR1.2K shares0.17%2026-03-312026-04-23

LINE LINEAGE INC2.1K shares-59.98%2026-03-312026-04-23

WAT WATERS CORP230 shares0.44%2026-03-312026-04-23

AXP AMERICAN EXPRESS CO224 shares7.69%2026-03-312026-04-23

LOGI LOGITECH INTL S A744 shares0.00%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE229 shares19.90%2026-03-312026-04-23

IVE ISHARES TR305 sharesnew addition2026-03-312026-04-23

Sponsored

EPD ENTERPRISE PRODS PARTNERS L1.7K shares1652.58%2026-03-312026-04-23

CVS CVS HEALTH CORP878 shares5.28%2026-03-312026-04-23

LYG LLOYDS BANKING GROUP PLC12.2K shares0.00%2026-03-312026-04-23

NSC NORFOLK SOUTHN CORP212 shares0.95%2026-03-312026-04-23

FIXD FIRST TR EXCHNG TRADED FD VI1.4K shares-34.75%2026-03-312026-04-23

MELI MERCADOLIBRE INC35 shares40.00%2026-03-312026-04-23

VPL VANGUARD INTL EQUITY INDEX F618 shares-19.84%2026-03-312026-04-23

SHEL SHELL PLC643 shares34.80%2026-03-312026-04-23

Sponsored

FIW FIRST TR EXCHANGE-TRADED FD573 shares0.17%2026-03-312026-04-23

VIG VANGUARD SPECIALIZED FUNDS274 shares-66.67%2026-03-312026-04-23

INTU INTUIT135 shares3.85%2026-03-312026-04-23

SNDA SONIDA SENIOR LIVING INC1.8K sharesnew addition2026-03-312026-04-23

UCON FIRST TR EXCHNG TRADED FD VI2.3K shares-29.33%2026-03-312026-04-23

FFIV F5 INC190 shares6.74%2026-03-312026-04-23

PWR QUANTA SVCS INC100 sharesnew addition2026-03-312026-04-23

HON HONEYWELL INTL INC241 shares1.26%2026-03-312026-04-23

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FTI TECHNIPFMC PLC748 sharesnew addition2026-03-312026-04-23

GH GUARDANT HEALTH INC559 shares33.10%2026-03-312026-04-23

HWM HOWMET AEROSPACE INC223 shares5475.00%2026-03-312026-04-23

ISRG INTUITIVE SURGICAL INC111 shares105.56%2026-03-312026-04-23

FDX FEDEX CORP140 shares13.82%2026-03-312026-04-23

SCHB SCHWAB STRATEGIC TR2.0K shares0.30%2026-03-312026-04-23

GEV GE VERNOVA INC57 shares39.02%2026-03-312026-04-23

ICLN ISHARES TR2.7K shares-29.74%2026-03-312026-04-23

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DLR DIGITAL RLTY TR INC270 shares2.27%2026-03-312026-04-23

ADBE ADOBE INC189 shares-30.77%2026-03-312026-04-23

JPST J P MORGAN EXCHANGE TRADED F907 shares-16.71%2026-03-312026-04-23

INTC INTEL CORP1.0K shares19.76%2026-03-312026-04-23

VIOG VANGUARD ADMIRAL FDS INC348 shares0.00%2026-03-312026-04-23

COLB COLUMBIA BKG SYS INC1.6K shares1.36%2026-03-312026-04-23

PYPL PAYPAL HLDGS INC949 shares-26.83%2026-03-312026-04-23

ITOT ISHARES TR301 sharesnew addition2026-03-312026-04-23

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CL COLGATE PALMOLIVE CO503 shares-73.71%2026-03-312026-04-23

EAGG ISHARES TR876 shares0.69%2026-03-312026-04-23

ABT ABBOTT LABORATORIES403 shares-44.72%2026-03-312026-04-23

MMC MARSH & MCLENNAN COS INC238 shares25.93%2026-03-312026-04-23

SPTM SPDR SERIES TRUST497 shares0.40%2026-03-312026-04-23

QCOM QUALCOMM INC305 shares5.54%2026-03-312026-04-23

T AT&T INC1.4K shares18.20%2026-03-312026-04-23

NUE NUCOR CORP227 shares0.44%2026-03-312026-04-23

Sponsored

PANW PALO ALTO NETWORKS INC238 shares-34.62%2026-03-312026-04-23

GWW WW GRAINGER INC34 shares6.25%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T192 shares0.00%2026-03-312026-04-23

BCS BARCLAYS PLC1.7K shares3036.36%2026-03-312026-04-23

DOV DOVER CORP173 shares9.49%2026-03-312026-04-23

STT STATE STR CORP283 shares0.71%2026-03-312026-04-23

EXPE EXPEDIA GROUP INC151 shares0.67%2026-03-312026-04-23

DGX QUEST DIAGNOSTICS INC178 shares0.56%2026-03-312026-04-23

Sponsored

CSM PROSHARES TR460 shares0.44%2026-03-312026-04-23

GILD GILEAD SCIENCES INC245 shares57.05%2026-03-312026-04-23

KMI KINDER MORGAN INC DEL1.0K shares9900.00%2026-03-312026-04-23

LINDE PLC LINDE PLC68 shares33.33%2026-03-312026-04-23

APP APPLOVIN CORP83 sharesnew addition2026-03-312026-04-23

JPEM J P MORGAN EXCHANGE TRADED F526 shares-0.75%2026-03-312026-04-23

SPGI S&P GLOBAL INC77 shares18.46%2026-03-312026-04-23

CQP CHENIERE ENERGY PARTNERS L P500 sharesnew addition2026-03-312026-04-23

Sponsored

RUN SUNRUN INC2.4K shares0.00%2026-03-312026-04-23

MNST MONSTER BEVERAGE CORP NEW441 shares6.27%2026-03-312026-04-23

MA MASTERCARD INCORPORATED62 shares113.79%2026-03-312026-04-23

CWB SPDR SERIES TRUST331 shares0.30%2026-03-312026-04-23

NWN NORTHWEST NAT HLDG CO539 shares1.13%2026-03-312026-04-23

FRDM EA SERIES TRUST523 shares0.00%2026-03-312026-04-23

TDIV FIRST TR EXCHANGE TRADED FD303 shares0.33%2026-03-312026-04-23

VGSH VANGUARD SCOTTSDALE FDS476 sharesnew addition2026-03-312026-04-23

Sponsored

PFG PRINCIPAL FINANCIAL GROUP IN303 shares1.00%2026-03-312026-04-23

PSLV SPROTT ASSET MANAGEMENT LP1.1K shares0.00%2026-03-312026-04-23

TNC TENNANT CO405 shares0.50%2026-03-312026-04-23

HIG HARTFORD INSURANCE GROUP INC193 sharesnew addition2026-03-312026-04-23

MFC MANULIFE FINL CORP737 shares0.00%2026-03-312026-04-23

TM TOYOTA MOTOR CORP120 shares0.00%2026-03-312026-04-23

RSG REPUBLIC SVCS INC113 shares25.56%2026-03-312026-04-23

FSLR FIRST SOLAR INC122 shares0.00%2026-03-312026-04-23

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC736 shares5.14%2026-03-312026-04-23

PSX PHILLIPS 66128 shares0.79%2026-03-312026-04-23

ATLASSIAN CORPORATION ATLASSIAN CORPORATION332 shares1.22%2026-03-312026-04-23

UBER UBER TECHNOLOGIES INC309 shares5.46%2026-03-312026-04-23

COP CONOCOPHILLIPS167 shares72.16%2026-03-312026-04-23

SWX SOUTHWEST GAS HLDGS INC250 sharesnew addition2026-03-312026-04-23

PNC PNC FINL SVCS GROUP INC104 shares73.33%2026-03-312026-04-23

MTB M & T BK CORP104 shares121.28%2026-03-312026-04-23

Sponsored

LDOS LEIDOS HOLDINGS INC138 shares8.66%2026-03-312026-04-23

CMCSA COMCAST CORP NEW725 shares20.83%2026-03-312026-04-23

PAYX PAYCHEX INC221 shares61.31%2026-03-312026-04-23

CDNS CADENCE DESIGN SYSTEM INC73 shares108.57%2026-03-312026-04-23

WMT WALMART INC163 shares13.19%2026-03-312026-04-23

MCK MCKESSON CORP23 shares130.00%2026-03-312026-04-23

CSQ CALAMOS STRATEGIC TOTAL RETU1.2K shares2.04%2026-03-312026-04-23

VONG VANGUARD SCOTTSDALE FDS179 shares-24.79%2026-03-312026-04-23

Sponsored

MS MORGAN STANLEY117 shares4.46%2026-03-312026-04-23

GLW CORNING INC138 shares3.76%2026-03-312026-04-23

KWR QUAKER HOUGHTON151 shares0.00%2026-03-312026-04-23

NXT NEXTPOWER INC155 sharesnew addition2026-03-312026-04-23

MPWR MONOLITHIC PWR SYS INC17 shares54.55%2026-03-312026-04-23

PAC GRUPO AEROPORTUNARIO DEL PAC75 sharesnew addition2026-03-312026-04-23

MCO MOODYS CORP42 shares110.00%2026-03-312026-04-23

AEM AGNICO EAGLE MINES LTD90 sharesnew addition2026-03-312026-04-23

Sponsored

IBKR INTERACTIVE BROKERS GROUP IN269 sharesnew addition2026-03-312026-04-23

VHT VANGUARD WORLD FD65 shares3150.00%2026-03-312026-04-23

IEMG ISHARES INC241 shares133.98%2026-03-312026-04-23

ASTRAZENECA PLC ASTRAZENECA PLC84 sharesnew addition2026-03-312026-04-23

KVUE KENVUE INC925 shares-19.07%2026-03-312026-04-23

SLAB SILICON LABORATORIES INC76 shares33.33%2026-03-312026-04-23

IBIT ISHARES BITCOIN TRUST ETF407 shares34.77%2026-03-312026-04-23

SLB SLB LIMITED301 shares5.24%2026-03-312026-04-23

Sponsored

CENCORA INC CENCORA INC49 shares88.46%2026-03-312026-04-23

EBAY EBAY INC.166 shares0.61%2026-03-312026-04-23

IWF ISHARES TR35 shares6.06%2026-03-312026-04-23

SF STIFEL FINL CORP200 shares132.56%2026-03-312026-04-23

VFH VANGUARD WORLD FD121 shares0.00%2026-03-312026-04-23

FV FIRST TR EXCHANGE TRADED FD241 shares0.00%2026-03-312026-04-23

EQIX EQUINIX INC15 shares7.14%2026-03-312026-04-23

OMC OMNICOM GROUP INC185 shares3.35%2026-03-312026-04-23

Sponsored

NTAP NETAPP INC134 shares52.27%2026-03-312026-04-23

CMS CMS ENERGY CORP177 shares5.99%2026-03-312026-04-23

COF CAPITAL ONE FINL CORP75 shares53.06%2026-03-312026-04-23

AVT AVNET INC210 shares34.62%2026-03-312026-04-23

ALC ALCON AG169 shares0.00%2026-03-312026-04-23

EA ELECTRONIC ARTS INC61 shares35.56%2026-03-312026-04-23

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL31 shares3.33%2026-03-312026-04-23

SCZ ISHARES TR155 shares0.00%2026-03-312026-04-23

Sponsored

AWK AMERICAN WTR WKS CO INC NEW89 shares1.14%2026-03-312026-04-23

ENS ENERSYS69 shares32.69%2026-03-312026-04-23

ADSK AUTODESK INC50 shares42.86%2026-03-312026-04-23

NDSN NORDSON CORP44 shares37.50%2026-03-312026-04-23

AON PLC AON PLC36 shares38.46%2026-03-312026-04-23

AMG AFFILIATED MANAGERS GROUP41 shares41.38%2026-03-312026-04-23

SPYG SPDR SERIES TRUST115 sharesnew addition2026-03-312026-04-23

ENB ENBRIDGE INC207 shares0.00%2026-03-312026-04-23

Sponsored

WTS WATTS WATER TECHNOLOGIES INC38 shares35.71%2026-03-312026-04-23

CRUS CIRRUS LOGIC INC75 shares31.58%2026-03-312026-04-23

WAB WABTEC43 sharesnew addition2026-03-312026-04-23

QSPT FIRST TR EXCHNG TRADED FD VI350 sharesnew addition2026-03-312026-04-23

IPGP IPG PHOTONICS CORP93 shares38.81%2026-03-312026-04-23

HLT HILTON WORLDWIDE HLDGS INC35 shares400.00%2026-03-312026-04-23

DVN DEVON ENERGY CORP NEW211 sharesnew addition2026-03-312026-04-23

GGG GRACO INC125 shares20.19%2026-03-312026-04-23

Sponsored

VSS VANGUARD INTL EQUITY INDEX F72 shares-2.70%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T220 sharesnew addition2026-03-312026-04-23

ZTS ZOETIS INC88 shares2.33%2026-03-312026-04-23

ACWV ISHARES INC86 shares0.00%2026-03-312026-04-23

PTC PTC INC72 shares53.19%2026-03-312026-04-23

DSEP FIRST TR EXCHNG TRADED FD VI230 sharesnew addition2026-03-312026-04-23

APH AMPHENOL CORP80 shares515.38%2026-03-312026-04-23

CTAS CINTAS CORP59 shares110.71%2026-03-312026-04-23

Sponsored

VUSB VANGUARD BD INDEX FDS201 sharesnew addition2026-03-312026-04-23

AKAM AKAMAI TECHNOLOGIES INC86 shares0.00%2026-03-312026-04-23

GSK PLC GSK PLC178 sharesnew addition2026-03-312026-04-23

MDB MONGODB INC40 sharesnew addition2026-03-312026-04-23

NEM NEWMONT CORP90 shares104.55%2026-03-312026-04-23

SSNC SS&C TECH HLDGS144 shares38.46%2026-03-312026-04-23

NOW SERVICENOW INC93 shares3.33%2026-03-312026-04-23

RMBS RAMBUS INC DEL113 shares28.41%2026-03-312026-04-23

Sponsored

CARR CARRIER GLOBAL CORPORATION171 shares24.82%2026-03-312026-04-23

THE CIGNA GROUP THE CIGNA GROUP36 sharesnew addition2026-03-312026-04-23

GHC GRAHAM HLDGS CO9 shares50.00%2026-03-312026-04-23

VECO VEECO INSTRS INC DEL279 shares47.62%2026-03-312026-04-23

VRSN VERISIGN INC38 shares5.56%2026-03-312026-04-23

IMO IMPERIAL OIL LTD71 sharesnew addition2026-03-312026-04-23

CITIGROUP INC CITIGROUP INC81 shares440.00%2026-03-312026-04-23

PGR PROGRESSIVE CORP46 shares39.39%2026-03-312026-04-23

Sponsored

HASI HA SUSTAINABLE INFRA CAP INC246 shares1.23%2026-03-312026-04-23

FNDC SCHWAB STRATEGIC TR194 shares0.00%2026-03-312026-04-23

TTWO TAKE-TWO INTERACTIVE SOFTWAR45 shares50.00%2026-03-312026-04-23

AXON AXON ENTERPRISE INC20 sharesnew addition2026-03-312026-04-23

ATO ATMOS ENERGY CORP46 shares0.00%2026-03-312026-04-23

DIA STATE STR SPDR DOW JONES IND18 shares0.00%2026-03-312026-04-23

AWI ARMSTRONG WORLD INDS INC NEW50 shares0.00%2026-03-312026-04-23

KDP KEURIG DR PEPPER INC314 sharesnew addition2026-03-312026-04-23

Sponsored

PIPER SANDLER COMPANIES PIPER SANDLER COMPANIES108 sharesnew addition2026-03-312026-04-23

ICE INTERCONTINENTAL EXCHANGE IN52 shares4.00%2026-03-312026-04-23

MAR MARRIOTT INTL INC NEW25 sharesnew addition2026-03-312026-04-23

SNPS SYNOPSYS INC20 sharesnew addition2026-03-312026-04-23

VTRS VIATRIS INC580 shares0.87%2026-03-312026-04-23

SPYV SPDR SERIES TRUST138 sharesnew addition2026-03-312026-04-23

DLB DOLBY LABORATORIES INC130 shares30.00%2026-03-312026-04-23

DOX AMDOCS LTD119 shares526.32%2026-03-312026-04-23

Sponsored

DT DYNATRACE INC208 shares87.39%2026-03-312026-04-23

BR BROADRIDGE FINL SOLUTIONS IN47 shares46.88%2026-03-312026-04-23

MSCI MSCI INC14 shares40.00%2026-03-312026-04-23

GIS GENERAL MILLS INC203 shares1.50%2026-03-312026-04-23

NTCT NETSCOUT SYS INC236 shares22.92%2026-03-312026-04-23

ATEN A10 NETWORKS INC321 shares40.17%2026-03-312026-04-23

FNDE SCHWAB STRATEGIC TR192 sharesnew addition2026-03-312026-04-23

BRO BROWN & BROWN INC112 shares211.11%2026-03-312026-04-23

Sponsored

PSTG EVERPURE INC123 shares66.22%2026-03-312026-04-23

TY TRI CONTL CORP230 shares0.88%2026-03-312026-04-23

ATR APTARGROUP INC57 shares39.02%2026-03-312026-04-23

BGC BGC GROUP INC733 shares39.62%2026-03-312026-04-23

MLM MARTIN MARIETTA MATLS INC12 sharesnew addition2026-03-312026-04-23

GEHC GE HEALTHCARE TECHNOLOGIES I99 shares57.14%2026-03-312026-04-23

TROW PRICE T ROWE GROUP INC78 shares1.30%2026-03-312026-04-23

VOE VANGUARD INDEX FDS38 sharesnew addition2026-03-312026-04-23

Sponsored

DRI DARDEN RESTAURANTS INC36 shares2.86%2026-03-312026-04-23

DXCM DEXCOM INC111 shares2.78%2026-03-312026-04-23

RGA REINSURANCE GROUP AMER INC34 shares25.93%2026-03-312026-04-23

CB CHUBB LTD SWITZ21 shares0.00%2026-03-312026-04-23

LUMN LUMEN TECHNOLOGIES INC978 shares0.00%2026-03-312026-04-23

ACLS AXCELIS TECHNOLOGIES INC73 shares40.38%2026-03-312026-04-23

CME CME GROUP INC23 sharesnew addition2026-03-312026-04-23

WBD WARNER BROS DISCOVERY INC247 shares70.34%2026-03-312026-04-23

Sponsored

BSX BOSTON SCIENTIFIC CORP108 sharesnew addition2026-03-312026-04-23

FLEX FLEXTRONICS INTL LTD103 shares0.00%2026-03-312026-04-23

MCHP MICROCHIP TECHNOLOGY INC.104 shares0.97%2026-03-312026-04-23

ROST ROSS STORES INC31 sharesnew addition2026-03-312026-04-23

O REALTY INCOME CORP108 sharesnew addition2026-03-312026-04-23

SPDW SPDR INDEX SHS FDS141 sharesnew addition2026-03-312026-04-23

WDAY WORKDAY INC49 shares0.00%2026-03-312026-04-23

OMF ONEMAIN HLDGS INC119 shares21.43%2026-03-312026-04-23

Sponsored

RPRX ROYALTY PHARMA PLC131 shares43.96%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP10 shares150.00%2026-03-312026-04-23

MSI MOTOROLA SOLUTIONS INC14 sharesnew addition2026-03-312026-04-23

LII LENNOX INTL INC13 shares44.44%2026-03-312026-04-23

CPRT COPART INC179 shares12.58%2026-03-312026-04-23

ALAB ASTERA LABS INC54 shares68.75%2026-03-312026-04-23

ARISTA NETWORKS INC ARISTA NETWORKS INC48 sharesnew addition2026-03-312026-04-23

SXT SENSIENT TECHNOLOGIES CORP68 shares33.33%2026-03-312026-04-23

Sponsored

ENSG ENSIGN GROUP INC29 shares38.10%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T127 sharesnew addition2026-03-312026-04-23

ORLY OREILLY AUTOMOTIVE INC63 sharesnew addition2026-03-312026-04-23

SRE SEMPRA60 shares11.11%2026-03-312026-04-23

TDG TRANSDIGM GROUP INC5 sharesnew addition2026-03-312026-04-23

HP INC HP INC299 shares-16.71%2026-03-312026-04-23

HEI.A HEICO CORP NEW27 sharesnew addition2026-03-312026-04-23

ZBRA ZEBRA TECHNOLOGIES CORPORATI27 shares0.00%2026-03-312026-04-23

Sponsored

PM PHILIP MORRIS INTL INC34 sharesnew addition2026-03-312026-04-23

OKTA OKTA INC70 shares55.56%2026-03-312026-04-23

CCL CARNIVAL CORP212 shares0.47%2026-03-312026-04-23

RMD RESMED INC24 shares20.00%2026-03-312026-04-23

USFD US FOODS HLDG CORP57 sharesnew addition2026-03-312026-04-23

EL LAUDER ESTEE COS INC73 shares23.73%2026-03-312026-04-23

ULTA ULTA BEAUTY INC10 shares66.67%2026-03-312026-04-23

VBR VANGUARD INDEX FDS24 sharesnew addition2026-03-312026-04-23

Sponsored

PCG PG&E CORP294 sharesnew addition2026-03-312026-04-23

VEEV VEEVA SYS INC29 shares16.00%2026-03-312026-04-23

IDXX IDEXX LABS INC9 shares0.00%2026-03-312026-04-23

MTD METTLER TOLEDO INTERNATIONAL4 shares33.33%2026-03-312026-04-23

ALNY ALNYLAM PHARMACEUTICALS INC15 shares87.50%2026-03-312026-04-23

DDOG DATADOG INC42 shares-45.45%2026-03-312026-04-23

VMC VULCAN MATLS CO18 sharesnew addition2026-03-312026-04-23

POOL POOL CORP24 shares300.00%2026-03-312026-04-23

Sponsored

BTI BRITISH AMERN TOB PLC82 shares355.56%2026-03-312026-04-23

HCA HCA HEALTHCARE INC10 sharesnew addition2026-03-312026-04-23

SE SEA LTD57 shares0.00%2026-03-312026-04-23

GWRE GUIDEWIRE SOFTWARE INC31 shares3.33%2026-03-312026-04-23

MDLZ MONDELEZ INTL INC80 sharesnew addition2026-03-312026-04-23

PCOR PROCORE TECHNOLOGIES INC80 shares3.90%2026-03-312026-04-23

BOX BOX INC192 shares100.00%2026-03-312026-04-23

SCHE SCHWAB STRATEGIC TR137 sharesnew addition2026-03-312026-04-23

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REYN REYNOLDS CONSUMER PRODS INC210 shares28.05%2026-03-312026-04-23

UBS UBS GROUP AG112 shares0.00%2026-03-312026-04-23

SHOP SHOPIFY INC35 sharesnew addition2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC28 sharesnew addition2026-03-312026-04-23

DY DYCOM INDS INC12 shares33.33%2026-03-312026-04-23

WCN WASTE CONNECTIONS INC25 sharesnew addition2026-03-312026-04-23

ROL ROLLINS INC76 sharesnew addition2026-03-312026-04-23

WDC WESTERN DIGITAL CORP15 shares400.00%2026-03-312026-04-23

Sponsored

LPLA LPL FINL HLDGS INC13 sharesnew addition2026-03-312026-04-23

FCX FREEPORT MCMORAN INC65 shares-55.48%2026-03-312026-04-23

CRH PLC CRH PLC36 sharesnew addition2026-03-312026-04-23

WTW WILLIS TOWERS WATSON PLC LTD13 sharesnew addition2026-03-312026-04-23

PNR PENTAIR PLC43 sharesnew addition2026-03-312026-04-23

GEN DIGITAL INC GEN DIGITAL INC187 sharesnew addition2026-03-312026-04-23

CHRW C H ROBINSON WORLDWIDE IN21 sharesnew addition2026-03-312026-04-23

AZO AUTOZONE INC1 sharesnew addition2026-03-312026-04-23

Sponsored

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC42 shares0.00%2026-03-312026-04-23

CRDO CREDO TECHNOLOGY GROUP HOLDI34 shares21.43%2026-03-312026-04-23

ES EVERSOURCE ENERGY46 sharesnew addition2026-03-312026-04-23

RRX REGAL REXNORD CORPORATION17 sharesnew addition2026-03-312026-04-23

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP9 shares12.50%2026-03-312026-04-23

ULS UL SOLUTIONS INC36 shares140.00%2026-03-312026-04-23

IR INGERSOLL RAND INC38 sharesnew addition2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC11 sharesnew addition2026-03-312026-04-23

Sponsored

SFM SPROUTS FMRS MKT INC38 sharesnew addition2026-03-312026-04-23

CCK CROWN HLDGS INC29 sharesnew addition2026-03-312026-04-23

MEDP MEDPACE HLDGS INC6 shares-14.29%2026-03-312026-04-23

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN136 sharesnew addition2026-03-312026-04-23

JCPB

J P MORGAN EXCHANGE TRADED F

4.18%

Shares2.0M

Event2026-03-31

Filed2026-04-23

FLXR

TCW ETF TRUST

5.06%

Shares2.3M

Event2026-03-31

Filed2026-04-23

DFAW

DIMENSIONAL ETF TRUST

6.06%

Shares865.2K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD INDEX FDS

-1.00%

Shares94.4K

Event2026-03-31

Filed2026-04-23

EFA

ISHARES TR

34.01%

Shares401.7K

Event2026-03-31

Filed2026-04-23

MDYV

SPDR SERIES TRUST

-0.72%

Shares367.1K

Event2026-03-31

Filed2026-04-23

FNDA

SCHWAB STRATEGIC TR

-1.45%

Shares880.0K

Event2026-03-31

Filed2026-04-23

NUBD

NUSHARES ETF TR

5.08%

Shares1.3M

Event2026-03-31

Filed2026-04-23

GMF

SPDR INDEX SHS FDS

-0.74%

Shares174.6K

Event2026-03-31

Filed2026-04-23

EMSF

MATTHEWS INTL FDS

25.38%

Shares602.1K

Event2026-03-31

Filed2026-04-23

CVMC

MORGAN STANLEY ETF TRUST

3.07%

Shares250.1K

Event2026-03-31

Filed2026-04-23

VGSR

MANAGER DIRECTED PORTFOLIOS

1.90%

Shares1.5M

Event2026-03-31

Filed2026-04-23

NUSC

NUSHARES ETF TR

-0.13%

Shares265.0K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

0.34%

Shares20.7K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

-7.75%

Shares24.1K

Event2026-03-31

Filed2026-04-23

BANK NEW YORK MELLON CORP

-3.79%

Shares58.5K

Event2026-03-31

Filed2026-04-23

DFIS

DIMENSIONAL ETF TRUST

0.11%

Shares203.1K

Event2026-03-31

Filed2026-04-23

ABBV

ABBVIE INC

-1.27%

Shares29.1K

Event2026-03-31

Filed2026-04-23

VCIT

VANGUARD SCOTTSDALE FDS

1.18%

Shares75.3K

Event2026-03-31

Filed2026-04-23

NVS

NOVARTIS AG

-0.37%

Shares39.9K

Event2026-03-31

Filed2026-04-23

CGDV

CAPITAL GROUP DIVIDEND VALUE

9.95%

Shares143.3K

Event2026-03-31

Filed2026-04-23

CSCO

CISCO SYS INC

-1.94%

Shares77.7K

Event2026-03-31

Filed2026-04-23

TRV

TRAVELERS COMPANIES INC

-2.43%

Shares19.9K

Event2026-03-31

Filed2026-04-23

RTX

RTX CORPORATION

0.66%

Shares29.7K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

-0.95%

Shares22.6K

Event2026-03-31

Filed2026-04-23

IBM

INTERNATIONAL BUSINESS MACHS

0.05%

Shares21.8K

Event2026-03-31

Filed2026-04-23

MERCK & CO INC

-6.29%

Shares43.4K

Event2026-03-31

Filed2026-04-23

WELL

WELLTOWER INC

-16.05%

Shares26.3K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

14.92%

Shares28.9K

Event2026-03-31

Filed2026-04-23

EFG

ISHARES TR

1.59%

Shares41.5K

Event2026-03-31

Filed2026-04-23

NTRS

NORTHERN TR CORP

1.58%

Shares32.8K

Event2026-03-31

Filed2026-04-23

AEP

AMERICAN ELEC PWR CO INC

1.93%

Shares34.6K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION

-0.29%

Shares4.5K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION

-2.17%

Shares21.6K

Event2026-03-31

Filed2026-04-23

PROCTER & GAMBLE CO

2.84%

Shares30.6K

Event2026-03-31

Filed2026-04-23

FNDF

SCHWAB STRATEGIC TR

-0.98%

Shares82.8K

Event2026-03-31

Filed2026-04-23

VGIT

VANGUARD SCOTTSDALE FDS

6152.65%

Shares67.2K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-4.14%

Shares15.5K

Event2026-03-31

Filed2026-04-23

MEDTRONIC PLC

2.08%

Shares45.0K

Event2026-03-31

Filed2026-04-23

ROK

ROCKWELL AUTOMATION INC

-2.00%

Shares10.6K

Event2026-03-31

Filed2026-04-23

JPSE

J P MORGAN EXCHANGE TRADED F

0.40%

Shares71.9K

Event2026-03-31

Filed2026-04-23

PEP

PEPSICO INC

1.76%

Shares24.2K

Event2026-03-31

Filed2026-04-23

TOTALENERGIES SE

-1.18%

Shares38.8K

Event2026-03-31

Filed2026-04-23

PLD

PROLOGIS INC.

4.10%

Shares24.9K

Event2026-03-31

Filed2026-04-23

IWS

ISHARES TR

0.45%

Shares21.5K

Event2026-03-31

Filed2026-04-23

PRU

PRUDENTIAL FINL INC

-0.16%

Shares31.7K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-1.30%

Shares4.9K

Event2026-03-31

Filed2026-04-23

PFE

PFIZER INC

21.55%

Shares103.7K

Event2026-03-31

Filed2026-04-23

UPS

UNITED PARCEL SVCS INC

0.94%

Shares27.5K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-3.94%

Shares6.9K

Event2026-03-31

Filed2026-04-23

NEE

NEXTERA ENERGY INC

4.85%

Shares20.5K

Event2026-03-31

Filed2026-04-23

PROFESIONALLY MANAGED PORTFO

-0.86%

Shares34.0K

Event2026-03-31

Filed2026-04-23

CVLC

MORGAN STANLEY ETF TRUST

-0.82%

Shares21.5K

Event2026-03-31

Filed2026-04-23

NATIONAL GRID PLC

69.26%

Shares19.7K

Event2026-03-31

Filed2026-04-23

SUSA

ISHARES TR

-11.45%

Shares12.5K

Event2026-03-31

Filed2026-04-23

BND

VANGUARD BD INDEX FDS

26.01%

Shares21.7K

Event2026-03-31

Filed2026-04-23

GOLDMAN SACHS GROUP INC

-1.64%

Shares1.9K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-9.10%

Shares5.2K

Event2026-03-31

Filed2026-04-23

DMXF

ISHARES TR

-0.19%

Shares19.3K

Event2026-03-31

Filed2026-04-23

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-04-23

WASTE MGMT INC DEL

1.05%

Shares6.0K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

-1.96%

Shares4.2K

Event2026-03-31

Filed2026-04-23

ADI

ANALOG DEVICES INC

-0.49%

Shares4.2K

Event2026-03-31

Filed2026-04-23

CMI

CUMMINS INC

-3.48%

Shares2.5K

Event2026-03-31

Filed2026-04-23

NULG

NUSHARES ETF TR

-0.52%

Shares14.7K

Event2026-03-31

Filed2026-04-23

SCHG

SCHWAB STRATEGIC TR

41.00%

Shares45.7K

Event2026-03-31

Filed2026-04-23

VTEB

VANGUARD MUN BD FDS

-6.02%

Shares26.2K

Event2026-03-31

Filed2026-04-23

GRMN

GARMIN LTD

0.22%

Shares5.4K

Event2026-03-31

Filed2026-04-23

AMD

ADVANCED MICRO DEVICES INC

-3.62%

Shares6.1K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

-6.73%

Shares5.9K

Event2026-03-31

Filed2026-04-23

PARKER-HANNIFIN CORP

-7.49%

Shares1.4K

Event2026-03-31

Filed2026-04-23

SCHM

SCHWAB STRATEGIC TR

-1.38%

Shares38.9K

Event2026-03-31

Filed2026-04-23

ING

ING GROEP N.V.

2.23%

Shares45.8K

Event2026-03-31

Filed2026-04-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.82%

Shares3.5K

Event2026-03-31

Filed2026-04-23

SPG

SIMON PPTY GROUP INC NEW

23.72%

Shares6.4K

Event2026-03-31

Filed2026-04-23

ECL

ECOLAB INC

-0.23%

Shares4.4K

Event2026-03-31

Filed2026-04-23

EATON CORP PLC

1.26%

Shares3.2K

Event2026-03-31

Filed2026-04-23

VISA INC

-6.75%

Shares3.7K

Event2026-03-31

Filed2026-04-23

ASML

ASML HLDG NV

-0.48%

Shares828

Event2026-03-31

Filed2026-04-23

CRWD

CROWDSTRIKE HLDGS INC

-0.18%

Shares2.7K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

-4.14%

Shares3.1K

Event2026-03-31

Filed2026-04-23

JSTC

TIDAL TRUST I

29.61%

Shares51.0K

Event2026-03-31

Filed2026-04-23

DEERE & CO

-0.28%

Shares1.8K

Event2026-03-31

Filed2026-04-23

CRM

SALESFORCE INC

-15.12%

Shares5.2K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

-0.15%

Shares1.4K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

0.85%

Shares1.9K

Event2026-03-31

Filed2026-04-23

TMO

THERMO FISHER SCIENTIFIC INC

1.94%

Shares1.8K

Event2026-03-31

Filed2026-04-23

APD

AIR PRODUCTS AND CHEMICALS I

2.93%

Shares3.0K

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD TAX-MANAGED FDS

75.69%

Shares13.5K

Event2026-03-31

Filed2026-04-23

SHW

SHERWIN WILLIAMS CO

1.62%

Shares2.6K

Event2026-03-31

Filed2026-04-23

BLACKROCK INC

-1.23%

Shares880

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

36.64%

Shares1.3K

Event2026-03-31

Filed2026-04-23

MARVELL TECHNOLOGY INC

0.34%

Shares8.3K

Event2026-03-31

Filed2026-04-23

TGT

TARGET CORP

3.67%

Shares6.7K

Event2026-03-31

Filed2026-04-23

CHD

CHURCH & DWIGHT CO INC

0.76%

Shares8.6K

Event2026-03-31

Filed2026-04-23

OEF

ISHARES TR

-92.88%

Shares2.5K

Event2026-03-31

Filed2026-04-23

BLACKSTONE INC

2.24%

Shares6.5K

Event2026-03-31

Filed2026-04-23

NDAQ

NASDAQ INC

0.31%

Shares8.8K

Event2026-03-31

Filed2026-04-23

DSI

ISHARES TR

-6.96%

Shares6.1K

Event2026-03-31

Filed2026-04-23

UNP

UNION PAC CORP

1.55%

Shares3.0K

Event2026-03-31

Filed2026-04-23

UNILEVER PLC

-1.44%

Shares12.7K

Event2026-03-31

Filed2026-04-23

TRANE TECHNOLOGIES PLC

0.06%

Shares1.7K

Event2026-03-31

Filed2026-04-23

MDYG

SPDR SERIES TRUST

40.14%

Shares7.2K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

8.91%

Shares3.4K

Event2026-03-31

Filed2026-04-23

BROOKFIELD CORP

-3.05%

Shares16.4K

Event2026-03-31

Filed2026-04-23

ITW

ILLINOIS TOOL WKS INC

2.29%

Shares2.5K

Event2026-03-31

Filed2026-04-23

DIS

DISNEY WALT CO

-8.98%

Shares6.8K

Event2026-03-31

Filed2026-04-23

HUBBELL INC

0.54%

Shares1.3K

Event2026-03-31

Filed2026-04-23

XYL

XYLEM INC

1.48%

Shares5.4K

Event2026-03-31

Filed2026-04-23

VRTX

VERTEX PHARMACEUTICALS INC

0.57%

Shares1.4K

Event2026-03-31

Filed2026-04-23

BDX

BECTON DICKINSON & CO

0.81%

Shares4.0K

Event2026-03-31

Filed2026-04-23

DHR

DANAHER CORP DEL

1.09%

Shares3.3K

Event2026-03-31

Filed2026-04-23

WFC

WELLS FARGO & CO

7.67%

Shares7.7K

Event2026-03-31

Filed2026-04-23

AMT

AMERICAN TOWER CORP

0.39%

Shares3.6K

Event2026-03-31

Filed2026-04-23

MKC

MCCORMICK & CO INC

2.71%

Shares12.2K

Event2026-03-31

Filed2026-04-23

ACCENTURE PLC IRELAND

-1.03%

Shares3.1K

Event2026-03-31

Filed2026-04-23

SNOW

SNOWFLAKE INC

-4.90%

Shares4.0K

Event2026-03-31

Filed2026-04-23

WTRG

ESSENTIAL UTILS INC

-1.65%

Shares14.7K

Event2026-03-31

Filed2026-04-23

DFGR

DIMENSIONAL ETF TRUST

19.11%

Shares22.2K

Event2026-03-31

Filed2026-04-23

LOW

LOWES COS INC

-3.66%

Shares2.5K

Event2026-03-31

Filed2026-04-23

AWR

AMER STATES WTR CO

0.61%

Shares7.6K

Event2026-03-31

Filed2026-04-23

ETHO

AMPLIFY ETF TR

-1.94%

Shares8.5K

Event2026-03-31

Filed2026-04-23

VANGUARD INTL EQUITY INDEX F

3791.18%

Shares4.0K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD TR

-22.83%

Shares1.3K

Event2026-03-31

Filed2026-04-23

AVA

AVISTA CORP

-34.07%

Shares13.7K

Event2026-03-31

Filed2026-04-23

TTEK

TETRA TECH INC NEW

1.50%

Shares18.0K

Event2026-03-31

Filed2026-04-23

POR

PORTLAND GEN ELEC CO

1.41%

Shares10.0K

Event2026-03-31

Filed2026-04-23

CNI

CANADIAN NATL RY CO

0.27%

Shares5.1K

Event2026-03-31

Filed2026-04-23

NULV

NUSHARES ETF TR

-2.21%

Shares10.7K

Event2026-03-31

Filed2026-04-23

WEYERHAEUSER CO

3.40%

Shares19.2K

Event2026-03-31

Filed2026-04-23

BWA

BORGWARNER INC

-0.37%

Shares8.4K

Event2026-03-31

Filed2026-04-23

IWD

ISHARES TR

184.75%

Shares2.1K

Event2026-03-31

Filed2026-04-23

NKE

NIKE INC

0.48%

Shares8.1K

Event2026-03-31

Filed2026-04-23