Sponsored

The Analysis of FOSTER DYKEMA CABOT & PARTNERS, LLC's Holdings & P&L

Currently, FOSTER DYKEMA CABOT & PARTNERS, LLC holds 323 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in ICSH (+128.9K shares, valued at $6.5M), N/A (+3.0K shares, valued at $927.6K), GS (+877 shares, valued at $741.9K); decreased their positions in JPST (-125.4K shares, valued at $6.3M), APH (-8.8K shares, valued at $1.1M), PWR (-1.6K shares, valued at $868.0K); initiated new positions in N/A (+820 shares, valued at $161.7K), VYM (+82 shares, valued at $12.1K), VPU (+50 shares, valued at $9.9K).

1M P&L

+15.6M+1.02%

3M P&L

+22.9M+1.51%

HY P&L

+66.7M+4.53%

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/A820.5M

55.7%

2Electronic Components69.1M

4.7%

3Software - Infrastructure56.1M

3.8%

Top Industries by Stock Count

1N/A78 stocks

25.9%

2Drug Manufacturers - General10 stocks

3.3%

3Utilities - Regulated Electric10 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T417.0K shares-0.19%2026-03-312026-05-14

JPST J P MORGAN EXCHANGE TRADED F4.8M shares-2.57%2026-03-312026-05-14

ICSH ISHARES TR4.2M shares3.20%2026-03-312026-05-14

APH AMPHENOL CORP501.5K shares-1.73%2026-03-312026-05-14

PWR QUANTA SVCS INC100.3K shares-1.55%2026-03-312026-05-14

AMZN AMAZON COM INC236.4K shares-0.34%2026-03-312026-05-14

ALPHABET INC ALPHABET INC165.1K shares0.47%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION45.1K shares-0.33%2026-03-312026-05-14

Sponsored

MSFT MICROSOFT CORP113.9K shares0.42%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO118.5K shares-1.04%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO113.7K shares0.34%2026-03-312026-05-14

NVDA NVIDIA CORPORATION189.1K shares-1.44%2026-03-312026-05-14

EATON CORP PLC EATON CORP PLC91.4K shares-0.68%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC37.8K shares2.38%2026-03-312026-05-14

WM WASTE MGMT INC DEL128.3K shares-0.29%2026-03-312026-05-14

NOC NORTHROP GRUMMAN CORP43.1K shares-1.88%2026-03-312026-05-14

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL55.9K shares-0.51%2026-03-312026-05-14

LLY ELI LILLY & CO28.1K shares-0.16%2026-03-312026-05-14

VRTX VERTEX PHARMACEUTICALS INC57.8K shares-0.95%2026-03-312026-05-14

CTAS CINTAS CORP151.6K shares-0.45%2026-03-312026-05-14

IEFA ISHARES TR273.8K shares-1.60%2026-03-312026-05-14

AAPL APPLE INC94.3K shares-1.80%2026-03-312026-05-14

BROADCOM INC BROADCOM INC75.4K shares4.14%2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC45.1K shares-0.30%2026-03-312026-05-14

Sponsored

VTI VANGUARD INDEX FDS53.5K shares-0.73%2026-03-312026-05-14

ALPHABET INC ALPHABET INC31.0K shares-2.18%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR54.2K shares-0.81%2026-03-312026-05-14

INDB INDEPENDENT BK CORP MASS82.1K shares0.00%2026-03-312026-05-14

SPYX SPDR SERIES TRUST100.8K shares0.00%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS8.1K shares0.00%2026-03-312026-05-14

IWF ISHARES TR10.7K shares-0.85%2026-03-312026-05-14

PG PROCTER & GAMBLE CO26.8K shares-1.50%2026-03-312026-05-14

Sponsored

IVV ISHARES TR4.2K shares-0.35%2026-03-312026-05-14

IWD ISHARES TR9.6K shares-1.21%2026-03-312026-05-14

PHYS SPROTT ASSET MANAGEMENT LP58.1K shares0.00%2026-03-312026-05-14

WMT WALMART INC15.8K shares0.00%2026-03-312026-05-14

SDG ISHARES TR21.4K shares0.00%2026-03-312026-05-14

VEU VANGUARD INTL EQUITY INDEX F18.6K shares0.00%2026-03-312026-05-14

V VISA INC4.5K shares0.00%2026-03-312026-05-14

PEP PEPSICO INC8.6K shares-6.15%2026-03-312026-05-14

Sponsored

MCD MCDONALDS CORP4.3K shares0.00%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON5.2K shares0.00%2026-03-312026-05-14

SPGI S&P GLOBAL INC2.9K shares0.00%2026-03-312026-05-14

PLD PROLOGIS INC.8.1K shares0.00%2026-03-312026-05-14

CSCO CISCO SYS INC13.8K shares2.77%2026-03-312026-05-14

MS MORGAN STANLEY6.5K shares0.00%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC8.6K shares-2.64%2026-03-312026-05-14

CAT CATERPILLAR INC1.4K shares0.00%2026-03-312026-05-14

Sponsored

XOM EXXON MOBIL CORP5.6K shares0.00%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR1.6K shares0.00%2026-03-312026-05-14

KO COCA COLA CO12.0K shares-1.52%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP1.4K shares0.00%2026-03-312026-05-14

TJX TJX COS INC NEW5.4K shares-3.61%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC881 shares0.00%2026-03-312026-05-14

ABBV ABBVIE INC3.9K shares-1.12%2026-03-312026-05-14

RTX RTX CORPORATION4.3K shares0.00%2026-03-312026-05-14

Sponsored

IVW ISHARES TR7.2K shares-10.52%2026-03-312026-05-14

PSLV SPROTT ASSET MANAGEMENT LP31.1K shares0.00%2026-03-312026-05-14

VO VANGUARD INDEX FDS2.6K shares0.00%2026-03-312026-05-14

TE CONNECTIVITY PLC TE CONNECTIVITY PLC3.2K shares0.00%2026-03-312026-05-14

UNP UNION PAC CORP2.8K shares0.00%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS10.2K shares-0.18%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN3.1K shares-6.02%2026-03-312026-05-14

VUG VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-05-14

Sponsored

ABT ABBOTT LABORATORIES5.8K shares-6.24%2026-03-312026-05-14

ZTS ZOETIS INC5.0K shares-1.95%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC3.4K shares0.00%2026-03-312026-05-14

DFUS DIMENSIONAL ETF TRUST7.9K shares0.00%2026-03-312026-05-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.8K shares-7.74%2026-03-312026-05-14

IWR ISHARES TR5.5K shares-13.26%2026-03-312026-05-14

NFLX NETFLIX INC.5.5K shares0.00%2026-03-312026-05-14

TSLA TESLA INC1.4K shares-9.34%2026-03-312026-05-14

Sponsored

CB CHUBB LTD SWITZ1.6K shares0.00%2026-03-312026-05-14

DIS DISNEY WALT CO5.3K shares0.00%2026-03-312026-05-14

IDXX IDEXX LABS INC895 shares0.00%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS2.0K shares0.00%2026-03-312026-05-14

MAR MARRIOTT INTL INC NEW1.4K shares0.00%2026-03-312026-05-14

IWM ISHARES TR1.8K shares0.00%2026-03-312026-05-14

DHR DANAHER CORP DEL2.2K shares-1.97%2026-03-312026-05-14

ORCL ORACLE CORP2.8K shares0.00%2026-03-312026-05-14

Sponsored

DGRW WISDOMTREE TR4.5K shares0.00%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE1.4K shares0.00%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares0.00%2026-03-312026-05-14

ECL ECOLAB INC1.3K shares0.00%2026-03-312026-05-14

VB VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-05-14

VTV VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-05-14

KNSL KINSALE CAP GROUP INC944 shares0.00%2026-03-312026-05-14

KRBN KRANESHARES TRUST10.7K shares0.00%2026-03-312026-05-14

Sponsored

IJR ISHARES TR2.6K shares0.00%2026-03-312026-05-14

ADI ANALOG DEVICES INC997 shares0.00%2026-03-312026-05-14

HD HOME DEPOT INC962 shares-9.42%2026-03-312026-05-14

GEV GE VERNOVA INC349 shares0.00%2026-03-312026-05-14

IBDR ISHARES TR12.5K shares0.00%2026-03-312026-05-14

VT VANGUARD INTL EQUITY INDEX F2.2K shares0.00%2026-03-312026-05-14

WSO WATSCO INC810 shares0.00%2026-03-312026-05-14

EQX EQUINOX GOLD CORP20.3K shares0.00%2026-03-312026-05-14

Sponsored

GLD SPDR GOLD TR681 shares0.00%2026-03-312026-05-14

QCOM QUALCOMM INC2.2K shares0.00%2026-03-312026-05-14

IBDT ISHARES TR11.2K shares0.00%2026-03-312026-05-14

EFAX SPDR INDEX SHS FDS5.7K shares0.00%2026-03-312026-05-14

CL COLGATE PALMOLIVE CO3.2K shares0.00%2026-03-312026-05-14

CMI CUMMINS INC498 shares0.00%2026-03-312026-05-14

INTC INTEL CORP6.1K shares0.00%2026-03-312026-05-14

LOW LOWES COS INC1.1K shares-75.80%2026-03-312026-05-14

Sponsored

ESGU ISHARES TR1.7K shares0.00%2026-03-312026-05-14

MMC MARSH & MCLENNAN COS INC1.4K shares0.00%2026-03-312026-05-14

NTRS NORTHERN TR CORP1.7K shares0.00%2026-03-312026-05-14

MO ALTRIA GROUP INC3.5K shares0.00%2026-03-312026-05-14

NEE NEXTERA ENERGY INC2.5K shares0.00%2026-03-312026-05-14

IJH ISHARES TR3.4K shares-2.17%2026-03-312026-05-14

MTB M & T BK CORP1.1K shares-51.62%2026-03-312026-05-14

DOV DOVER CORP1.1K shares0.00%2026-03-312026-05-14

Sponsored

EMR EMERSON ELEC CO1.7K shares0.00%2026-03-312026-05-14

SHEL SHELL PLC2.3K shares0.00%2026-03-312026-05-14

PSX PHILLIPS 661.2K shares0.00%2026-03-312026-05-14

SO SOUTHERN CO2.2K shares0.00%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS929 shares14.83%2026-03-312026-05-14

ORLY OREILLY AUTOMOTIVE INC2.1K shares0.00%2026-03-312026-05-14

TXN TEXAS INSTRS INC990 shares0.00%2026-03-312026-05-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP556 shares0.00%2026-03-312026-05-14

Sponsored

ESGD ISHARES TR2.0K shares0.00%2026-03-312026-05-14

ED CONSOLIDATED EDISON INC1.6K shares0.00%2026-03-312026-05-14

HON HONEYWELL INTL INC785 shares0.00%2026-03-312026-05-14

COP CONOCOPHILLIPS1.3K shares0.00%2026-03-312026-05-14

NVO NOVO-NORDISK A S4.5K shares0.00%2026-03-312026-05-14

NVS NOVARTIS AG1.1K shares0.00%2026-03-312026-05-14

ASTRAZENECA PLC ASTRAZENECA PLC820 sharesnew addition2026-03-312026-05-14

SRE SEMPRA1.6K shares0.00%2026-03-312026-05-14

Sponsored

A AGILENT TECHNOLOGIES INC1.3K shares0.00%2026-03-312026-05-14

AMGN AMGEN INC420 shares0.00%2026-03-312026-05-14

PFE PFIZER INC5.1K shares0.00%2026-03-312026-05-14

CVX CHEVRON CORPORATION687 shares0.00%2026-03-312026-05-14

VGK VANGUARD INTL EQUITY INDEX F1.7K shares0.00%2026-03-312026-05-14

SUSA ISHARES TR1.0K shares0.00%2026-03-312026-05-14

CARR CARRIER GLOBAL CORPORATION2.3K shares0.00%2026-03-312026-05-14

KLAC KLA CORP86 shares0.00%2026-03-312026-05-14

Sponsored

VWO VANGUARD INTL EQUITY INDEX F2.3K shares0.00%2026-03-312026-05-14

HSIC SCHEIN HENRY INC1.6K shares0.00%2026-03-312026-05-14

XYL XYLEM INC1.0K shares0.00%2026-03-312026-05-14

TMC TMC THE METALS COMPANY INC25.4K shares0.00%2026-03-312026-05-14

DFUV DIMENSIONAL ETF TRUST2.4K shares0.00%2026-03-312026-05-14

AMAT APPLIED MATLS INC320 shares0.00%2026-03-312026-05-14

IVE ISHARES TR512 shares0.00%2026-03-312026-05-14

MDLZ MONDELEZ INTL INC1.9K shares0.00%2026-03-312026-05-14

Sponsored

DLR DIGITAL RLTY TR INC585 shares0.00%2026-03-312026-05-14

OTIS OTIS WORLDWIDE CORP1.4K shares0.00%2026-03-312026-05-14

WAT WATERS CORP352 shares3.53%2026-03-312026-05-14

ITOT ISHARES TR720 shares0.00%2026-03-312026-05-14

LINDE PLC LINDE PLC203 shares0.00%2026-03-312026-05-14

HSY HERSHEY CO483 shares0.00%2026-03-312026-05-14

TT TRANE TECHNOLOGIES PLC239 shares0.00%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC856 shares0.00%2026-03-312026-05-14

Sponsored

MMM 3M CO670 shares-45.31%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR1.1K shares0.00%2026-03-312026-05-14

ES EVERSOURCE ENERGY1.3K shares0.00%2026-03-312026-05-14

SBUX STARBUCKS CORP1.0K shares0.00%2026-03-312026-05-14

ASML ASML HLDG NV68 shares0.00%2026-03-312026-05-14

SEDG SOLAREDGE TECHNOLOGIES INC1.8K shares0.00%2026-03-312026-05-14

TD TORONTO DOMINION BK ONT934 shares0.00%2026-03-312026-05-14

XEL XCEL ENERGY INC1.1K shares0.00%2026-03-312026-05-14

Sponsored

SLV ISHARES SILVER TR1.3K shares0.00%2026-03-312026-05-14

EQNR EQUINOR ASA2.0K shares0.00%2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO1.3K shares0.00%2026-03-312026-05-14

GIS GENERAL MILLS INC2.2K shares0.00%2026-03-312026-05-14

MELI MERCADOLIBRE INC45 shares-51.09%2026-03-312026-05-14

SSTI SOUNDTHINKING INC11.4K shares0.00%2026-03-312026-05-14

RJF RAYMOND JAMES FINL INC500 shares0.00%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC147 shares0.00%2026-03-312026-05-14

Sponsored

BBY BEST BUY INC1.0K shares0.00%2026-03-312026-05-14

DFAS DIMENSIONAL ETF TRUST918 shares0.00%2026-03-312026-05-14

ITW ILLINOIS TOOL WKS INC248 shares0.00%2026-03-312026-05-14

CRM SALESFORCE INC333 shares0.00%2026-03-312026-05-14

DFAT DIMENSIONAL ETF TRUST976 shares0.00%2026-03-312026-05-14

WFC WELLS FARGO & CO726 shares0.00%2026-03-312026-05-14

SAN BANCO SANTANDER SA5.1K shares0.00%2026-03-312026-05-14

ERIC TELEFONAKTIEBOLAGET LM ERICS5.0K shares0.00%2026-03-312026-05-14

Sponsored

SCHP SCHWAB STRATEGIC TR2.1K shares0.00%2026-03-312026-05-14

AEE AMEREN CORP487 shares0.00%2026-03-312026-05-14

USHY ISHARES TR1.4K shares0.00%2026-03-312026-05-14

MDY STATE STR SPDR S&P MIDCAP 4076 shares-57.54%2026-03-312026-05-14

PGC PEAPACK-GLADSTONE FINL CORP1.2K shares0.00%2026-03-312026-05-14

PEG PUBLIC SVC ENTERPRISE GROUP522 shares0.00%2026-03-312026-05-14

CME CME GROUP INC142 shares0.00%2026-03-312026-05-14

SHW SHERWIN WILLIAMS CO130 shares0.00%2026-03-312026-05-14

Sponsored

CSX CSX CORP1.0K shares0.00%2026-03-312026-05-14

IBIT ISHARES BITCOIN TRUST ETF1.1K shares0.00%2026-03-312026-05-14

PAYX PAYCHEX INC435 shares0.00%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR808 shares0.00%2026-03-312026-05-14

S SENTINELONE INC3.0K shares0.00%2026-03-312026-05-14

ZBH ZIMMER BIOMET HOLDINGS INC425 shares0.00%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC189 shares0.00%2026-03-312026-05-14

TOTALENERGIES SE TOTALENERGIES SE422 shares0.00%2026-03-312026-05-14

Sponsored

META META PLATFORMS INC66 shares-87.98%2026-03-312026-05-14

STT STATE STR CORP298 shares0.00%2026-03-312026-05-14

FIX COMFORT SYS USA INC27 shares0.00%2026-03-312026-05-14

DTE DTE ENERGY CO250 shares0.00%2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC93 shares0.00%2026-03-312026-05-14

VFH VANGUARD WORLD FD288 shares0.00%2026-03-312026-05-14

D DOMINION ENERGY INC550 shares0.00%2026-03-312026-05-14

LH LABCORP HOLDINGS INC127 shares0.00%2026-03-312026-05-14

Sponsored

VOX VANGUARD WORLD FD184 shares0.00%2026-03-312026-05-14

IUSG ISHARES TR211 shares0.00%2026-03-312026-05-14

SPYV SPDR SERIES TRUST569 shares0.00%2026-03-312026-05-14

DXJ WISDOMTREE TR200 shares0.00%2026-03-312026-05-14

SAP SAP SE180 shares0.00%2026-03-312026-05-14

MTD METTLER TOLEDO INTERNATIONAL24 shares0.00%2026-03-312026-05-14

ICE INTERCONTINENTAL EXCHANGE IN190 shares0.00%2026-03-312026-05-14

FSLR FIRST SOLAR INC150 shares0.00%2026-03-312026-05-14

Sponsored

BKNG BOOKING HOLDINGS INC7 shares0.00%2026-03-312026-05-14

RSG REPUBLIC SVCS INC133 shares0.00%2026-03-312026-05-14

RCL ROYAL CARIBBEAN GROUP104 shares0.00%2026-03-312026-05-14

SHOP SHOPIFY INC240 shares0.00%2026-03-312026-05-14

URI UNITED RENTALS INC39 shares0.00%2026-03-312026-05-14

FIS FIDELITY NATL INFORMATION SV600 shares0.00%2026-03-312026-05-14

RMD RESMED INC124 shares0.00%2026-03-312026-05-14

T AT&T INC930 shares0.00%2026-03-312026-05-14

Sponsored

NSC NORFOLK SOUTHN CORP88 shares0.00%2026-03-312026-05-14

BSX BOSTON SCIENTIFIC CORP400 shares0.00%2026-03-312026-05-14

NEM NEWMONT CORP228 shares0.00%2026-03-312026-05-14

FDX FEDEX CORP67 shares0.00%2026-03-312026-05-14

BAX BAXTER INTL INC1.4K shares0.00%2026-03-312026-05-14

NI NISOURCE INC500 shares0.00%2026-03-312026-05-14

SYK STRYKER CORPORATION70 shares0.00%2026-03-312026-05-14

ROK ROCKWELL AUTOMATION INC64 shares0.00%2026-03-312026-05-14

Sponsored

IWB ISHARES TR64 shares-51.15%2026-03-312026-05-14

EFA ISHARES TR234 shares-11.70%2026-03-312026-05-14

WSM WILLIAMS SONOMA INC122 shares0.00%2026-03-312026-05-14

CPK CHESAPEAKE UTILS CORP175 shares0.00%2026-03-312026-05-14

GEHC GE HEALTHCARE TECHNOLOGIES I288 shares0.00%2026-03-312026-05-14

HIG HARTFORD INSURANCE GROUP INC150 shares0.00%2026-03-312026-05-14

NVT NVENT ELEC PLC166 shares0.00%2026-03-312026-05-14

MTUM ISHARES TR81 shares0.00%2026-03-312026-05-14

Sponsored

SONY SONY GROUP CORP935 shares0.00%2026-03-312026-05-14

MOS MOSAIC CO750 shares0.00%2026-03-312026-05-14

TRGP TARGA RES CORP74 shares0.00%2026-03-312026-05-14

KKR & CO INC KKR & CO INC200 shares-94.98%2026-03-312026-05-14

USIG ISHARES TR354 shares0.00%2026-03-312026-05-14

KMB KIMBERLY-CLARK CORP175 shares0.00%2026-03-312026-05-14

SDY SPDR SERIES TRUST114 shares0.88%2026-03-312026-05-14

ARKK ARK ETF TR244 shares0.00%2026-03-312026-05-14

Sponsored

ROP ROPER TECHNOLOGIES INC45 shares0.00%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC47 shares0.00%2026-03-312026-05-14

OZK BANK OZK LITTLE ROCK ARK341 shares0.00%2026-03-312026-05-14

BAC BANK AMERICA CORP315 shares0.00%2026-03-312026-05-14

BDX BECTON DICKINSON & CO91 shares0.00%2026-03-312026-05-14

MA MASTERCARD INCORPORATED28 shares0.00%2026-03-312026-05-14

EFV ISHARES TR188 shares0.00%2026-03-312026-05-14

HDB HDFC BANK LTD554 shares0.00%2026-03-312026-05-14

Sponsored

HUBBELL INC HUBBELL INC28 shares0.00%2026-03-312026-05-14

DVN DEVON ENERGY CORP NEW250 shares0.00%2026-03-312026-05-14

IRM IRON MTN INC DEL121 shares0.00%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS82 sharesnew addition2026-03-312026-05-14

FLEX FLEXTRONICS INTL LTD181 shares0.00%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC100 shares0.00%2026-03-312026-05-14

FI FISERV INC200 shares0.00%2026-03-312026-05-14

CDW CDW CORP92 shares0.00%2026-03-312026-05-14

Sponsored

SOLV SOLVENTUM CORP167 shares0.00%2026-03-312026-05-14

AGO ASSURED GUARANTY LTD131 shares0.00%2026-03-312026-05-14

CHE CHEMED CORP NEW27 shares0.00%2026-03-312026-05-14

VPU VANGUARD WORLD FD50 sharesnew addition2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC60 shares-96.32%2026-03-312026-05-14

EFG ISHARES TR84 shares0.00%2026-03-312026-05-14

SPEM SPDR INDEX SHS FDS196 shares0.00%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T190 shares0.00%2026-03-312026-05-14

Sponsored

AMP AMERIPRISE FINL INC19 shares0.00%2026-03-312026-05-14

THE CIGNA GROUP THE CIGNA GROUP31 shares0.00%2026-03-312026-05-14

FAST FASTENAL CO174 shares0.00%2026-03-312026-05-14

LQD ISHARES TR69 shares0.00%2026-03-312026-05-14

HAL HALLIBURTON CO185 shares0.00%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR116 shares0.00%2026-03-312026-05-14

IEI ISHARES TR57 shares0.00%2026-03-312026-05-14

SLB SLB LIMITED113 shares0.00%2026-03-312026-05-14

Sponsored

WAB WABTEC23 shares0.00%2026-03-312026-05-14

GILD GILEAD SCIENCES INC39 shares0.00%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS58 shares0.00%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC33 shares0.00%2026-03-312026-05-14

CVS CVS HEALTH CORP63 shares0.00%2026-03-312026-05-14

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC36 shares0.00%2026-03-312026-05-14

CMCSA COMCAST CORP NEW137 shares0.00%2026-03-312026-05-14

QUAL ISHARES TR20 shares-91.27%2026-03-312026-05-14

Sponsored

LPLA LPL FINL HLDGS INC12 shares0.00%2026-03-312026-05-14

F FORD MTR CO291 shares0.00%2026-03-312026-05-14

AEP AMERICAN ELEC PWR CO INC25 shares0.00%2026-03-312026-05-14

USMV ISHARES TR35 shares0.00%2026-03-312026-05-14

SLYG SPDR SERIES TRUST32 shares0.00%2026-03-312026-05-14

IJS ISHARES TR26 shares0.00%2026-03-312026-05-14

NRG NRG ENERGY INC21 shares0.00%2026-03-312026-05-14

KR KROGER CO39 shares0.00%2026-03-312026-05-14

Sponsored

LDOS LEIDOS HOLDINGS INC18 shares0.00%2026-03-312026-05-14

PODD INSULET CORP12 shares0.00%2026-03-312026-05-14

GM GENERAL MTRS CO33 shares0.00%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC34 shares0.00%2026-03-312026-05-14

RWO SPDR INDEX SHS FDS53 shares0.00%2026-03-312026-05-14

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL6 shares0.00%2026-03-312026-05-14

FTV FORTIVE CORP42 shares0.00%2026-03-312026-05-14

REGN REGENERON PHARMACEUTICALS3 shares0.00%2026-03-312026-05-14

Sponsored

VLTO VERALTO CORP26 shares0.00%2026-03-312026-05-14

MNST MONSTER BEVERAGE CORP NEW28 shares0.00%2026-03-312026-05-14

EBAY EBAY INC.22 shares0.00%2026-03-312026-05-14

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC25 shares-87.18%2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP16 shares0.00%2026-03-312026-05-14

TER TERADYNE INC5 shares0.00%2026-03-312026-05-14

CCL CARNIVAL CORP57 shares0.00%2026-03-312026-05-14

FCX FREEPORT MCMORAN INC24 shares0.00%2026-03-312026-05-14

Sponsored

WBD WARNER BROS DISCOVERY INC51 shares0.00%2026-03-312026-05-14

EL LAUDER ESTEE COS INC18 shares0.00%2026-03-312026-05-14

ALB ALBEMARLE CORP7 shares0.00%2026-03-312026-05-14

HII HUNTINGTON INGALLS INDS INC3 shares0.00%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP5 shares0.00%2026-03-312026-05-14

LHX L3HARRIS TECHNOLOGIES INC3 shares0.00%2026-03-312026-05-14

DG DOLLAR GEN CORP6 shares0.00%2026-03-312026-05-14

EPAM EPAM SYS INC5 shares0.00%2026-03-312026-05-14

Sponsored

HAS HASBRO INC7 shares0.00%2026-03-312026-05-14

VNT VONTIER CORPORATION17 shares0.00%2026-03-312026-05-14

RAL RALLIANT CORP14 shares0.00%2026-03-312026-05-14

MRNA MODERNA INC10 shares0.00%2026-03-312026-05-14

CRSP CRISPR THERAPEUTICS AG10 shares0.00%2026-03-312026-05-14

LUCID GROUP INC LUCID GROUP INC43 shares0.00%2026-03-312026-05-14

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC5 sharesnew addition2026-03-312026-05-14

PDBC INVESCO ACTVELY MNGD ETC FD10 shares0.00%2026-03-312026-05-14

Sponsored

EMBC EMBECTA CORP19 shares0.00%2026-03-312026-05-14

CHARGEPOINT HOLDINGS INC CHARGEPOINT HOLDINGS INC9 shares0.00%2026-03-312026-05-14

VGIT VANGUARD SCOTTSDALE FDS1 shares0.00%2026-03-312026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

-0.19%

Shares417.0K

Event2026-03-31

Filed2026-05-14

JPST

J P MORGAN EXCHANGE TRADED F

-2.57%

Shares4.8M

Event2026-03-31

Filed2026-05-14

ICSH

ISHARES TR

3.20%

Shares4.2M

Event2026-03-31

Filed2026-05-14

APH

AMPHENOL CORP

-1.73%

Shares501.5K

Event2026-03-31

Filed2026-05-14

PWR

QUANTA SVCS INC

-1.55%

Shares100.3K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-0.34%

Shares236.4K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

0.47%

Shares165.1K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

-0.33%

Shares45.1K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

0.42%

Shares113.9K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-1.04%

Shares118.5K

Event2026-03-31

Filed2026-05-14

AXP

AMERICAN EXPRESS CO

0.34%

Shares113.7K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

-1.44%

Shares189.1K

Event2026-03-31

Filed2026-05-14

EATON CORP PLC

-0.68%

Shares91.4K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC

2.38%

Shares37.8K

Event2026-03-31

Filed2026-05-14

WASTE MGMT INC DEL

-0.29%

Shares128.3K

Event2026-03-31

Filed2026-05-14

NOC

NORTHROP GRUMMAN CORP

-1.88%

Shares43.1K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

-0.51%

Shares55.9K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

-0.16%

Shares28.1K

Event2026-03-31

Filed2026-05-14

VRTX

VERTEX PHARMACEUTICALS INC

-0.95%

Shares57.8K

Event2026-03-31

Filed2026-05-14

CTAS

CINTAS CORP

-0.45%

Shares151.6K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

-1.60%

Shares273.8K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-1.80%

Shares94.3K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

4.14%

Shares75.4K

Event2026-03-31

Filed2026-05-14

TMO

THERMO FISHER SCIENTIFIC INC

-0.30%

Shares45.1K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

-0.73%

Shares53.5K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-2.18%

Shares31.0K

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

-0.81%

Shares54.2K

Event2026-03-31

Filed2026-05-14

INDB

INDEPENDENT BK CORP MASS

0.00%

Shares82.1K

Event2026-03-31

Filed2026-05-14

SPYX

SPDR SERIES TRUST

0.00%

Shares100.8K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.00%

Shares8.1K

Event2026-03-31

Filed2026-05-14

IWF

ISHARES TR

-0.85%

Shares10.7K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

-1.50%

Shares26.8K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

-0.35%

Shares4.2K

Event2026-03-31

Filed2026-05-14

IWD

ISHARES TR

-1.21%

Shares9.6K

Event2026-03-31

Filed2026-05-14

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares58.1K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

0.00%

Shares15.8K

Event2026-03-31

Filed2026-05-14

SDG

ISHARES TR

0.00%

Shares21.4K

Event2026-03-31

Filed2026-05-14

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares18.6K

Event2026-03-31

Filed2026-05-14

VISA INC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

-6.15%

Shares8.6K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-14

SPGI

S&P GLOBAL INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-14

PLD

PROLOGIS INC.

0.00%

Shares8.1K

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

2.77%

Shares13.8K

Event2026-03-31

Filed2026-05-14

MORGAN STANLEY

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-14

MERCK & CO INC

-2.64%

Shares8.6K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

-1.52%

Shares12.0K

Event2026-03-31

Filed2026-05-14

LMT

LOCKHEED MARTIN CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

TJX

TJX COS INC NEW

-3.61%

Shares5.4K

Event2026-03-31

Filed2026-05-14

BLACKROCK INC

0.00%

Shares881

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

-1.12%

Shares3.9K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

-10.52%

Shares7.2K

Event2026-03-31

Filed2026-05-14

PSLV

SPROTT ASSET MANAGEMENT LP

0.00%

Shares31.1K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-14

TE CONNECTIVITY PLC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-14

UNP

UNION PAC CORP

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

-0.18%

Shares10.2K

Event2026-03-31

Filed2026-05-14

ADP

AUTOMATIC DATA PROCESSING IN

-6.02%

Shares3.1K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

ABT

ABBOTT LABORATORIES

-6.24%

Shares5.8K

Event2026-03-31

Filed2026-05-14

ZTS

ZOETIS INC

-1.95%

Shares5.0K

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-14

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-14

ACCENTURE PLC IRELAND

-7.74%

Shares2.8K

Event2026-03-31

Filed2026-05-14

IWR

ISHARES TR

-13.26%

Shares5.5K

Event2026-03-31

Filed2026-05-14

NFLX

NETFLIX INC.

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

-9.34%

Shares1.4K

Event2026-03-31

Filed2026-05-14

CHUBB LTD SWITZ

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-14

DIS

DISNEY WALT CO

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-14

IDXX

IDEXX LABS INC

0.00%

Shares895

Event2026-03-31

Filed2026-05-14

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

MAR

MARRIOTT INTL INC NEW

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-14

DHR

DANAHER CORP DEL

-1.97%

Shares2.2K

Event2026-03-31

Filed2026-05-14

ORCL

ORACLE CORP

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-14

DGRW

WISDOMTREE TR

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-14

GE AEROSPACE

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

ECL

ECOLAB INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-14

KNSL

KINSALE CAP GROUP INC

0.00%

Shares944

Event2026-03-31

Filed2026-05-14

KRBN

KRANESHARES TRUST

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-14

ADI

ANALOG DEVICES INC

0.00%

Shares997

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

-9.42%

Shares962

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

0.00%

Shares349

Event2026-03-31

Filed2026-05-14

IBDR

ISHARES TR

0.00%

Shares12.5K

Event2026-03-31

Filed2026-05-14

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

WSO

WATSCO INC

0.00%

Shares810

Event2026-03-31

Filed2026-05-14

EQX

EQUINOX GOLD CORP

0.00%

Shares20.3K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

0.00%

Shares681

Event2026-03-31

Filed2026-05-14

QCOM

QUALCOMM INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

IBDT

ISHARES TR

0.00%

Shares11.2K

Event2026-03-31

Filed2026-05-14

EFAX

SPDR INDEX SHS FDS

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-14

COLGATE PALMOLIVE CO

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-14

CMI

CUMMINS INC

0.00%

Shares498

Event2026-03-31

Filed2026-05-14

INTC

INTEL CORP

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-14

LOW

LOWES COS INC

-75.80%

Shares1.1K

Event2026-03-31

Filed2026-05-14

ESGU

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-14

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

NTRS

NORTHERN TR CORP

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-14

ALTRIA GROUP INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-14

NEE

NEXTERA ENERGY INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

-2.17%

Shares3.4K

Event2026-03-31

Filed2026-05-14

MTB

M & T BK CORP

-51.62%

Shares1.1K

Event2026-03-31

Filed2026-05-14

DOV

DOVER CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

EMR

EMERSON ELEC CO

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-14

SHEL

SHELL PLC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-14

PSX

PHILLIPS 66

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

SOUTHERN CO

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

14.83%

Shares929

Event2026-03-31

Filed2026-05-14

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-14

TXN

TEXAS INSTRS INC

0.00%

Shares990

Event2026-03-31

Filed2026-05-14

GENERAL DYNAMICS CORP

0.00%

Shares556

Event2026-03-31

Filed2026-05-14

ESGD

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

CONSOLIDATED EDISON INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-14

HON

HONEYWELL INTL INC

0.00%

Shares785

Event2026-03-31

Filed2026-05-14

COP

CONOCOPHILLIPS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

NVO

NOVO-NORDISK A S

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-14

NVS

NOVARTIS AG

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

ASTRAZENECA PLC

New

Shares820

Event2026-03-31

Filed2026-05-14

SRE

SEMPRA

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-14

AGILENT TECHNOLOGIES INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

AMGN

AMGEN INC

0.00%

Shares420

Event2026-03-31

Filed2026-05-14

PFE

PFIZER INC

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

0.00%

Shares687

Event2026-03-31

Filed2026-05-14

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-14

SUSA

ISHARES TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-14

KLAC

KLA CORP

0.00%

Shares86

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-14

HSIC

SCHEIN HENRY INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-14

XYL

XYLEM INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

TMC

TMC THE METALS COMPANY INC

0.00%

Shares25.4K

Event2026-03-31

Filed2026-05-14

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-14

AMAT

APPLIED MATLS INC

0.00%

Shares320

Event2026-03-31

Filed2026-05-14

IVE

ISHARES TR

0.00%

Shares512

Event2026-03-31

Filed2026-05-14

MDLZ

MONDELEZ INTL INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-14

DLR

DIGITAL RLTY TR INC

0.00%

Shares585

Event2026-03-31

Filed2026-05-14

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

WAT

WATERS CORP

3.53%

Shares352

Event2026-03-31

Filed2026-05-14

ITOT

ISHARES TR

0.00%

Shares720

Event2026-03-31

Filed2026-05-14

LINDE PLC

0.00%

Shares203

Event2026-03-31

Filed2026-05-14

HSY

HERSHEY CO

0.00%

Shares483

Event2026-03-31

Filed2026-05-14

TRANE TECHNOLOGIES PLC

0.00%

Shares239

Event2026-03-31

Filed2026-05-14

BLACKSTONE INC

0.00%

Shares856

Event2026-03-31

Filed2026-05-14

MMM

3M CO

-45.31%

Shares670

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

EVERSOURCE ENERGY

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

SBUX

STARBUCKS CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

ASML

ASML HLDG NV

0.00%

Shares68

Event2026-03-31

Filed2026-05-14

SEDG

SOLAREDGE TECHNOLOGIES INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-14

TORONTO DOMINION BK ONT

0.00%

Shares934

Event2026-03-31

Filed2026-05-14

XEL

XCEL ENERGY INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

SLV

ISHARES SILVER TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

EQNR

EQUINOR ASA

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

GIS

GENERAL MILLS INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-14

MELI

MERCADOLIBRE INC

-51.09%

Shares45

Event2026-03-31

Filed2026-05-14

SSTI

SOUNDTHINKING INC

0.00%

Shares11.4K

Event2026-03-31

Filed2026-05-14

RJF

RAYMOND JAMES FINL INC

0.00%

Shares500

Event2026-03-31

Filed2026-05-14

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares147

Event2026-03-31

Filed2026-05-14

BBY

BEST BUY INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares918

Event2026-03-31

Filed2026-05-14

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares248

Event2026-03-31

Filed2026-05-14

CRM

SALESFORCE INC

0.00%

Shares333

Event2026-03-31

Filed2026-05-14

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares976

Event2026-03-31

Filed2026-05-14

WFC

WELLS FARGO & CO

0.00%

Shares726

Event2026-03-31

Filed2026-05-14

SAN

BANCO SANTANDER SA

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-14

ERIC

TELEFONAKTIEBOLAGET LM ERICS

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-14

SCHP

SCHWAB STRATEGIC TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-14

AEE

AMEREN CORP

0.00%

Shares487

Event2026-03-31

Filed2026-05-14

USHY

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-14

MDY

STATE STR SPDR S&P MIDCAP 40

-57.54%

Shares76

Event2026-03-31

Filed2026-05-14

PGC

PEAPACK-GLADSTONE FINL CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares522

Event2026-03-31

Filed2026-05-14

CME

CME GROUP INC

0.00%

Shares142

Event2026-03-31

Filed2026-05-14

SHW

SHERWIN WILLIAMS CO

0.00%

Shares130

Event2026-03-31

Filed2026-05-14

CSX

CSX CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

PAYX

PAYCHEX INC

0.00%

Shares435

Event2026-03-31

Filed2026-05-14

XLF

SELECT SECTOR SPDR TR

0.00%

Shares808

Event2026-03-31

Filed2026-05-14

SENTINELONE INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

ZBH

ZIMMER BIOMET HOLDINGS INC

0.00%

Shares425

Event2026-03-31

Filed2026-05-14

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares189

Event2026-03-31

Filed2026-05-14

TOTALENERGIES SE

0.00%

Shares422

Event2026-03-31

Filed2026-05-14