Sponsored

The Analysis of FRG Family Wealth Advisors LLC's Holdings & P&L

Currently, FRG Family Wealth Advisors LLC holds 154 types of securities in its portfolio with a total value $610.2M. In the most recent quarter, they have increased their positions in JPST (+83.8K shares, valued at $4.2M), GPIQ (+58.8K shares, valued at $2.9M), GPIX (+57.1K shares, valued at $2.9M); decreased their positions in SCHG (-50.5K shares, valued at $1.5M), N/A (-4.2K shares, valued at $1.2M), AMAT (-3.2K shares, valued at $1.1M); initiated new positions in GPIQ (+58.8K shares, valued at $2.9M), NLR (+3.4K shares, valued at $452.2K), WAT (+1.5K shares, valued at $438.1K).

1M P&L

+24.7M+3.92%

3M P&L

+6.2M+0.95%

HY P&L

+41.7M+6.81%

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/A197.7M

37.3%

2Software - Infrastructure57.4M

10.8%

3Internet Retail34.7M

6.6%

Top Industries by Stock Count

1N/A57 stocks

40.1%

2Drug Manufacturers - General7 stocks

4.9%

3Semiconductors5 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP142.8K shares1.03%2026-03-312026-04-24

VTI VANGUARD INDEX FDS133.8K shares-0.91%2026-03-312026-04-24

AMZN AMAZON COM INC166.7K shares-2.51%2026-03-312026-04-24

BROADCOM INC BROADCOM INC87.6K shares-1.32%2026-03-312026-04-24

AMAT APPLIED MATLS INC76.5K shares-4.04%2026-03-312026-04-24

ALPHABET INC ALPHABET INC90.8K shares-4.37%2026-03-312026-04-24

AAPL APPLE INC89.7K shares-3.30%2026-03-312026-04-24

SCHG SCHWAB STRATEGIC TR642.0K shares-7.29%2026-03-312026-04-24

Sponsored

WMT WALMART INC129.4K shares-1.85%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS67.4K shares-0.67%2026-03-312026-04-24

BA BOEING CO70.8K shares0.10%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL27.7K shares-2.50%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION12.9K shares-3.72%2026-03-312026-04-24

JPST J P MORGAN EXCHANGE TRADED F242.6K shares52.78%2026-03-312026-04-24

SCHD SCHWAB STRATEGIC TR325.2K shares-2.64%2026-03-312026-04-24

CAT CATERPILLAR INC13.7K shares-2.69%2026-03-312026-04-24

Sponsored

RSPT INVESCO EXCHANGE TRADED FD T200.9K shares-7.41%2026-03-312026-04-24

DE DEERE & CO15.8K shares-2.40%2026-03-312026-04-24

LLY ELI LILLY & CO8.2K shares-0.94%2026-03-312026-04-24

VYMI VANGUARD WHITEHALL FDS76.5K shares5.02%2026-03-312026-04-24

PG PROCTER & GAMBLE CO49.5K shares-5.22%2026-03-312026-04-24

SMH VANECK ETF TRUST18.5K shares7.75%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON28.1K shares-7.17%2026-03-312026-04-24

V VISA INC21.6K shares-8.66%2026-03-312026-04-24

Sponsored

IJH ISHARES TR93.6K shares-2.60%2026-03-312026-04-24

ABBV ABBVIE INC23.4K shares-12.42%2026-03-312026-04-24

KLAC KLA CORP3.4K shares-0.15%2026-03-312026-04-24

PEP PEPSICO INC31.6K shares-7.83%2026-03-312026-04-24

VYM VANGUARD WHITEHALL FDS31.2K shares4.70%2026-03-312026-04-24

JEPI J P MORGAN EXCHANGE TRADED F80.5K shares-5.21%2026-03-312026-04-24

ADP AUTOMATIC DATA PROCESSING IN22.4K shares-8.85%2026-03-312026-04-24

TSLA TESLA INC12.2K shares-4.44%2026-03-312026-04-24

Sponsored

NVDA NVIDIA CORPORATION25.5K shares-2.23%2026-03-312026-04-24

FLTR VANECK ETF TRUST174.4K shares-0.11%2026-03-312026-04-24

GPIX GOLDMAN SACHS ETF TR86.8K shares192.55%2026-03-312026-04-24

JEPQ J P MORGAN EXCHANGE TRADED F78.2K shares-14.05%2026-03-312026-04-24

FNDX SCHWAB STRATEGIC TR152.0K shares6.71%2026-03-312026-04-24

CEG CONSTELLATION ENERGY CORP14.9K shares-3.54%2026-03-312026-04-24

VGT VANGUARD WORLD FD5.8K shares-11.61%2026-03-312026-04-24

TT TRANE TECHNOLOGIES PLC9.6K shares-0.10%2026-03-312026-04-24

Sponsored

TMO THERMO FISHER SCIENTIFIC INC7.7K shares-1.84%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC30.6K shares-11.92%2026-03-312026-04-24

BLACKROCK INC BLACKROCK INC3.6K shares-6.67%2026-03-312026-04-24

IBB ISHARES TR20.1K shares-6.43%2026-03-312026-04-24

AIQ GLOBAL X FDS71.4K shares0.28%2026-03-312026-04-24

VEU VANGUARD INTL EQUITY INDEX F42.4K shares12.47%2026-03-312026-04-24

KO COCA COLA CO41.4K shares-7.86%2026-03-312026-04-24

AMT AMERICAN TOWER CORP18.0K shares-8.84%2026-03-312026-04-24

Sponsored

GPIQ GOLDMAN SACHS ETF TR58.8K sharesnew addition2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC8.4K shares3.47%2026-03-312026-04-24

SRE SEMPRA26.4K shares-17.87%2026-03-312026-04-24

MCD MCDONALDS CORP8.2K shares-19.81%2026-03-312026-04-24

FDX FEDEX CORP6.6K shares0.92%2026-03-312026-04-24

IJR ISHARES TR16.5K shares-4.34%2026-03-312026-04-24

MGK VANGUARD WORLD FD5.4K shares-2.98%2026-03-312026-04-24

XOM EXXON MOBIL CORP11.4K shares-1.09%2026-03-312026-04-24

Sponsored

GSEW GOLDMAN SACHS ETF TR21.9K shares148.84%2026-03-312026-04-24

RTX RTX CORPORATION9.3K shares-3.94%2026-03-312026-04-24

ARISTA NETWORKS INC ARISTA NETWORKS INC14.3K shares5.25%2026-03-312026-04-24

BDX BECTON DICKINSON & CO11.2K shares-12.31%2026-03-312026-04-24

TRV TRAVELERS COMPANIES INC5.6K shares-24.93%2026-03-312026-04-24

GLDM WORLD GOLD TR17.5K shares11.98%2026-03-312026-04-24

WM WASTE MGMT INC DEL7.0K shares-5.11%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC10.9K shares-7.92%2026-03-312026-04-24

Sponsored

ABT ABBOTT LABORATORIES15.3K shares-6.20%2026-03-312026-04-24

CL COLGATE PALMOLIVE CO18.0K shares-2.12%2026-03-312026-04-24

TXN TEXAS INSTRS INC7.9K shares-0.04%2026-03-312026-04-24

CVX CHEVRON CORPORATION7.4K shares-4.39%2026-03-312026-04-24

CRWD CROWDSTRIKE HLDGS INC3.9K shares0.42%2026-03-312026-04-24

FBTC FIDELITY WISE ORIGIN BITCOIN25.2K shares-20.17%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS2.5K shares5.16%2026-03-312026-04-24

VRTX VERTEX PHARMACEUTICALS INC3.1K shares0.00%2026-03-312026-04-24

Sponsored

MO ALTRIA GROUP INC21.2K shares0.00%2026-03-312026-04-24

FSTA FIDELITY COVINGTON TRUST25.2K shares0.00%2026-03-312026-04-24

CSCO CISCO SYS INC16.3K shares-14.00%2026-03-312026-04-24

VDE VANGUARD WORLD FD7.2K shares0.00%2026-03-312026-04-24

ALPHABET INC ALPHABET INC4.4K shares14.73%2026-03-312026-04-24

CB CHUBB LTD SWITZ3.8K shares4.50%2026-03-312026-04-24

AMGN AMGEN INC3.4K shares0.00%2026-03-312026-04-24

NVS NOVARTIS AG7.6K shares-25.57%2026-03-312026-04-24

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP13.9K shares-21.63%2026-03-312026-04-24

J JACOBS SOLUTIONS INC8.5K shares-6.02%2026-03-312026-04-24

EMR EMERSON ELEC CO8.2K shares-24.99%2026-03-312026-04-24

EXC EXELON CORP21.9K shares-3.93%2026-03-312026-04-24

VUG VANGUARD INDEX FDS2.4K shares5.22%2026-03-312026-04-24

DYNF BLACKROCK ETF TRUST17.3K shares45.73%2026-03-312026-04-24

CRM SALESFORCE INC5.4K shares-41.03%2026-03-312026-04-24

MA MASTERCARD INCORPORATED2.0K shares3.95%2026-03-312026-04-24

Sponsored

BLACKSTONE INC BLACKSTONE INC8.4K shares-14.05%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR1.7K shares3.68%2026-03-312026-04-24

MDLZ MONDELEZ INTL INC16.6K shares-4.37%2026-03-312026-04-24

ORCL ORACLE CORP6.5K shares-23.10%2026-03-312026-04-24

HON HONEYWELL INTL INC4.1K shares-0.22%2026-03-312026-04-24

LMT LOCKHEED MARTIN CORP1.5K shares-3.18%2026-03-312026-04-24

VHT VANGUARD WORLD FD3.2K shares3.00%2026-03-312026-04-24

ELV ELEVANCE HEALTH INC FORMERLY2.9K shares-23.88%2026-03-312026-04-24

Sponsored

RSPF INVESCO EXCHANGE TRADED FD T11.4K shares-31.72%2026-03-312026-04-24

XSD SPDR SERIES TRUST2.4K shares-8.49%2026-03-312026-04-24

MMM 3M CO5.2K shares0.00%2026-03-312026-04-24

PRU PRUDENTIAL FINL INC7.2K shares0.00%2026-03-312026-04-24

USMV ISHARES TR7.5K shares0.00%2026-03-312026-04-24

ESGV VANGUARD WORLD FD5.9K shares0.00%2026-03-312026-04-24

ASML ASML HLDG NV490 shares10.86%2026-03-312026-04-24

IBIT ISHARES BITCOIN TRUST ETF16.6K shares3.42%2026-03-312026-04-24

Sponsored

SCHB SCHWAB STRATEGIC TR25.1K shares40.30%2026-03-312026-04-24

PSX PHILLIPS 663.4K shares-35.01%2026-03-312026-04-24

SBUX STARBUCKS CORP6.6K shares0.09%2026-03-312026-04-24

COKE COCA COLA CONS INC3.0K shares0.00%2026-03-312026-04-24

PFE PFIZER INC20.3K shares-21.13%2026-03-312026-04-24

CSX CSX CORP13.8K shares-0.43%2026-03-312026-04-24

IR INGERSOLL RAND INC6.7K shares0.90%2026-03-312026-04-24

RSG REPUBLIC SVCS INC2.4K shares0.38%2026-03-312026-04-24

Sponsored

IJJ ISHARES TR3.9K shares0.00%2026-03-312026-04-24

QUAL ISHARES TR2.5K shares-41.50%2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC1.7K shares-0.40%2026-03-312026-04-24

PANW PALO ALTO NETWORKS INC2.9K shares0.35%2026-03-312026-04-24

NLR VANECK ETF TRUST3.4K sharesnew addition2026-03-312026-04-24

DXJ WISDOMTREE TR2.8K shares0.00%2026-03-312026-04-24

WAT WATERS CORP1.5K sharesnew addition2026-03-312026-04-24

HODL VANECK BITCOIN ETF21.2K shares-7.60%2026-03-312026-04-24

Sponsored

XLE SELECT SECTOR SPDR TR6.6K shares0.00%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC7.9K shares-17.24%2026-03-312026-04-24

VXUS VANGUARD STAR FDS5.1K shares0.00%2026-03-312026-04-24

VO VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-04-24

MEDTRONIC PLC MEDTRONIC PLC4.5K shares-7.25%2026-03-312026-04-24

RPM RPM INTL INC3.9K shares0.00%2026-03-312026-04-24

ETR ENTERGY CORP NEW3.4K shares0.00%2026-03-312026-04-24

CMI CUMMINS INC691 shares0.00%2026-03-312026-04-24

Sponsored

VTV VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-04-24

XLK SELECT SECTOR SPDR TR2.7K shares0.00%2026-03-312026-04-24

DFAC DIMENSIONAL ETF TRUST9.2K shares0.26%2026-03-312026-04-24

DFUS DIMENSIONAL ETF TRUST5.0K shares0.00%2026-03-312026-04-24

NUKZ EXCHANGE TRADED CONCEPTS TRU5.3K shares0.00%2026-03-312026-04-24

ALLE ALLEGION PLC2.3K shares-5.33%2026-03-312026-04-24

INTC INTEL CORP7.3K shares14.36%2026-03-312026-04-24

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.5K shares0.00%2026-03-312026-04-24

Sponsored

AMD ADVANCED MICRO DEVICES INC1.5K shares-0.13%2026-03-312026-04-24

XNTK SPDR SERIES TRUST1.2K shares60.75%2026-03-312026-04-24

PAVE GLOBAL X FDS6.0K shares-6.93%2026-03-312026-04-24

USHY ISHARES TR8.1K shares32.21%2026-03-312026-04-24

IREN IREN LIMITED8.5K shares49.11%2026-03-312026-04-24

IAUM ISHARES GOLD TR6.2K shares0.00%2026-03-312026-04-24

XLV SELECT SECTOR SPDR TR1.9K shares0.00%2026-03-312026-04-24

NFLX NETFLIX INC.2.8K shares8.41%2026-03-312026-04-24

Sponsored

BP BP PLC5.1K shares-45.03%2026-03-312026-04-24

ADM ARCHER DANIELS MIDLAND CO3.3K sharesnew addition2026-03-312026-04-24

GPC GENUINE PARTS CO2.2K shares0.00%2026-03-312026-04-24

DFAX DIMENSIONAL ETF TRUST6.8K shares0.18%2026-03-312026-04-24

META META PLATFORMS INC394 sharesnew addition2026-03-312026-04-24

KBWB INVESCO EXCH TRADED FD TR II2.8K shares0.00%2026-03-312026-04-24

NVO NOVO-NORDISK A S5.7K sharesnew addition2026-03-312026-04-24

SCHV SCHWAB STRATEGIC TR6.9K shares0.00%2026-03-312026-04-24

Sponsored

AMTM AMENTUM HOLDINGS INC7.8K shares-0.42%2026-03-312026-04-24

OPEN OPENDOOR TECHNOLOGIES INC13.4K shares0.00%2026-03-312026-04-24

MSFT

MICROSOFT CORP

1.03%

Shares142.8K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

-0.91%

Shares133.8K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-2.51%

Shares166.7K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

-1.32%

Shares87.6K

Event2026-03-31

Filed2026-04-24

AMAT

APPLIED MATLS INC

-4.04%

Shares76.5K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-4.37%

Shares90.8K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-3.30%

Shares89.7K

Event2026-03-31

Filed2026-04-24

SCHG

SCHWAB STRATEGIC TR

-7.29%

Shares642.0K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

-1.85%

Shares129.4K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

-0.67%

Shares67.4K

Event2026-03-31

Filed2026-04-24

BOEING CO

0.10%

Shares70.8K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

-2.50%

Shares27.7K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

-3.72%

Shares12.9K

Event2026-03-31

Filed2026-04-24

JPST

J P MORGAN EXCHANGE TRADED F

52.78%

Shares242.6K

Event2026-03-31

Filed2026-04-24

SCHD

SCHWAB STRATEGIC TR

-2.64%

Shares325.2K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

-2.69%

Shares13.7K

Event2026-03-31

Filed2026-04-24

RSPT

INVESCO EXCHANGE TRADED FD T

-7.41%

Shares200.9K

Event2026-03-31

Filed2026-04-24

DEERE & CO

-2.40%

Shares15.8K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

-0.94%

Shares8.2K

Event2026-03-31

Filed2026-04-24

VYMI

VANGUARD WHITEHALL FDS

5.02%

Shares76.5K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

-5.22%

Shares49.5K

Event2026-03-31

Filed2026-04-24

SMH

VANECK ETF TRUST

7.75%

Shares18.5K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

-7.17%

Shares28.1K

Event2026-03-31

Filed2026-04-24

VISA INC

-8.66%

Shares21.6K

Event2026-03-31

Filed2026-04-24

IJH

ISHARES TR

-2.60%

Shares93.6K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC

-12.42%

Shares23.4K

Event2026-03-31

Filed2026-04-24

KLAC

KLA CORP

-0.15%

Shares3.4K

Event2026-03-31

Filed2026-04-24

PEP

PEPSICO INC

-7.83%

Shares31.6K

Event2026-03-31

Filed2026-04-24

VYM

VANGUARD WHITEHALL FDS

4.70%

Shares31.2K

Event2026-03-31

Filed2026-04-24

JEPI

J P MORGAN EXCHANGE TRADED F

-5.21%

Shares80.5K

Event2026-03-31

Filed2026-04-24

ADP

AUTOMATIC DATA PROCESSING IN

-8.85%

Shares22.4K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

-4.44%

Shares12.2K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-2.23%

Shares25.5K

Event2026-03-31

Filed2026-04-24

FLTR

VANECK ETF TRUST

-0.11%

Shares174.4K

Event2026-03-31

Filed2026-04-24

GPIX

GOLDMAN SACHS ETF TR

192.55%

Shares86.8K

Event2026-03-31

Filed2026-04-24

JEPQ

J P MORGAN EXCHANGE TRADED F

-14.05%

Shares78.2K

Event2026-03-31

Filed2026-04-24

FNDX

SCHWAB STRATEGIC TR

6.71%

Shares152.0K

Event2026-03-31

Filed2026-04-24

CEG

CONSTELLATION ENERGY CORP

-3.54%

Shares14.9K

Event2026-03-31

Filed2026-04-24

VGT

VANGUARD WORLD FD

-11.61%

Shares5.8K

Event2026-03-31

Filed2026-04-24

TRANE TECHNOLOGIES PLC

-0.10%

Shares9.6K

Event2026-03-31

Filed2026-04-24

TMO

THERMO FISHER SCIENTIFIC INC

-1.84%

Shares7.7K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

-11.92%

Shares30.6K

Event2026-03-31

Filed2026-04-24

BLACKROCK INC

-6.67%

Shares3.6K

Event2026-03-31

Filed2026-04-24

IBB

ISHARES TR

-6.43%

Shares20.1K

Event2026-03-31

Filed2026-04-24

AIQ

GLOBAL X FDS

0.28%

Shares71.4K

Event2026-03-31

Filed2026-04-24

VEU

VANGUARD INTL EQUITY INDEX F

12.47%

Shares42.4K

Event2026-03-31

Filed2026-04-24

COCA COLA CO

-7.86%

Shares41.4K

Event2026-03-31

Filed2026-04-24

AMT

AMERICAN TOWER CORP

-8.84%

Shares18.0K

Event2026-03-31

Filed2026-04-24

GPIQ

GOLDMAN SACHS ETF TR

New

Shares58.8K

Event2026-03-31

Filed2026-04-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

3.47%

Shares8.4K

Event2026-03-31

Filed2026-04-24

SRE

SEMPRA

-17.87%

Shares26.4K

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

-19.81%

Shares8.2K

Event2026-03-31

Filed2026-04-24

FDX

FEDEX CORP

0.92%

Shares6.6K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

-4.34%

Shares16.5K

Event2026-03-31

Filed2026-04-24

MGK

VANGUARD WORLD FD

-2.98%

Shares5.4K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

-1.09%

Shares11.4K

Event2026-03-31

Filed2026-04-24

GSEW

GOLDMAN SACHS ETF TR

148.84%

Shares21.9K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

-3.94%

Shares9.3K

Event2026-03-31

Filed2026-04-24

ARISTA NETWORKS INC

5.25%

Shares14.3K

Event2026-03-31

Filed2026-04-24

BDX

BECTON DICKINSON & CO

-12.31%

Shares11.2K

Event2026-03-31

Filed2026-04-24

TRV

TRAVELERS COMPANIES INC

-24.93%

Shares5.6K

Event2026-03-31

Filed2026-04-24

GLDM

WORLD GOLD TR

11.98%

Shares17.5K

Event2026-03-31

Filed2026-04-24

WASTE MGMT INC DEL

-5.11%

Shares7.0K

Event2026-03-31

Filed2026-04-24

PLTR

PALANTIR TECHNOLOGIES INC

-7.92%

Shares10.9K

Event2026-03-31

Filed2026-04-24

ABT

ABBOTT LABORATORIES

-6.20%

Shares15.3K

Event2026-03-31

Filed2026-04-24

COLGATE PALMOLIVE CO

-2.12%

Shares18.0K

Event2026-03-31

Filed2026-04-24

TXN

TEXAS INSTRS INC

-0.04%

Shares7.9K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

-4.39%

Shares7.4K

Event2026-03-31

Filed2026-04-24

CRWD

CROWDSTRIKE HLDGS INC

0.42%

Shares3.9K

Event2026-03-31

Filed2026-04-24

FBTC

FIDELITY WISE ORIGIN BITCOIN

-20.17%

Shares25.2K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

5.16%

Shares2.5K

Event2026-03-31

Filed2026-04-24

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-24

ALTRIA GROUP INC

0.00%

Shares21.2K

Event2026-03-31

Filed2026-04-24

FSTA

FIDELITY COVINGTON TRUST

0.00%

Shares25.2K

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYS INC

-14.00%

Shares16.3K

Event2026-03-31

Filed2026-04-24

VDE

VANGUARD WORLD FD

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

14.73%

Shares4.4K

Event2026-03-31

Filed2026-04-24

CHUBB LTD SWITZ

4.50%

Shares3.8K

Event2026-03-31

Filed2026-04-24

AMGN

AMGEN INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-24

NVS

NOVARTIS AG

-25.57%

Shares7.6K

Event2026-03-31

Filed2026-04-24

PEG

PUBLIC SVC ENTERPRISE GROUP

-21.63%

Shares13.9K

Event2026-03-31

Filed2026-04-24

JACOBS SOLUTIONS INC

-6.02%

Shares8.5K

Event2026-03-31

Filed2026-04-24

EMR

EMERSON ELEC CO

-24.99%

Shares8.2K

Event2026-03-31

Filed2026-04-24

EXC

EXELON CORP

-3.93%

Shares21.9K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

5.22%

Shares2.4K

Event2026-03-31

Filed2026-04-24

DYNF

BLACKROCK ETF TRUST

45.73%

Shares17.3K

Event2026-03-31

Filed2026-04-24

CRM

SALESFORCE INC

-41.03%

Shares5.4K

Event2026-03-31

Filed2026-04-24

MASTERCARD INCORPORATED

3.95%

Shares2.0K

Event2026-03-31

Filed2026-04-24

BLACKSTONE INC

-14.05%

Shares8.4K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

3.68%

Shares1.7K

Event2026-03-31

Filed2026-04-24

MDLZ

MONDELEZ INTL INC

-4.37%

Shares16.6K

Event2026-03-31

Filed2026-04-24

ORCL

ORACLE CORP

-23.10%

Shares6.5K

Event2026-03-31

Filed2026-04-24

HON

HONEYWELL INTL INC

-0.22%

Shares4.1K

Event2026-03-31

Filed2026-04-24

LMT

LOCKHEED MARTIN CORP

-3.18%

Shares1.5K

Event2026-03-31

Filed2026-04-24

VHT

VANGUARD WORLD FD

3.00%

Shares3.2K

Event2026-03-31

Filed2026-04-24

ELV

ELEVANCE HEALTH INC FORMERLY

-23.88%

Shares2.9K

Event2026-03-31

Filed2026-04-24

RSPF

INVESCO EXCHANGE TRADED FD T

-31.72%

Shares11.4K

Event2026-03-31

Filed2026-04-24

XSD

SPDR SERIES TRUST

-8.49%

Shares2.4K

Event2026-03-31

Filed2026-04-24

MMM

3M CO

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-24

PRU

PRUDENTIAL FINL INC

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-24

USMV

ISHARES TR

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-24

ESGV

VANGUARD WORLD FD

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-24

ASML

ASML HLDG NV

10.86%

Shares490

Event2026-03-31

Filed2026-04-24

IBIT

ISHARES BITCOIN TRUST ETF

3.42%

Shares16.6K

Event2026-03-31

Filed2026-04-24

SCHB

SCHWAB STRATEGIC TR

40.30%

Shares25.1K

Event2026-03-31

Filed2026-04-24

PSX

PHILLIPS 66

-35.01%

Shares3.4K

Event2026-03-31

Filed2026-04-24

SBUX

STARBUCKS CORP

0.09%

Shares6.6K

Event2026-03-31

Filed2026-04-24

COKE

COCA COLA CONS INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-24

PFE

PFIZER INC

-21.13%

Shares20.3K

Event2026-03-31

Filed2026-04-24

CSX

CSX CORP

-0.43%

Shares13.8K

Event2026-03-31

Filed2026-04-24

INGERSOLL RAND INC

0.90%

Shares6.7K

Event2026-03-31

Filed2026-04-24

RSG

REPUBLIC SVCS INC

0.38%

Shares2.4K

Event2026-03-31

Filed2026-04-24

IJJ

ISHARES TR

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-24

QUAL

ISHARES TR

-41.50%

Shares2.5K

Event2026-03-31

Filed2026-04-24

UNH

UNITEDHEALTH GROUP INC

-0.40%

Shares1.7K

Event2026-03-31

Filed2026-04-24

PANW

PALO ALTO NETWORKS INC

0.35%

Shares2.9K

Event2026-03-31

Filed2026-04-24

NLR

VANECK ETF TRUST

New

Shares3.4K

Event2026-03-31

Filed2026-04-24

DXJ

WISDOMTREE TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-24

WAT

WATERS CORP

New

Shares1.5K

Event2026-03-31

Filed2026-04-24

HODL

VANECK BITCOIN ETF

-7.60%

Shares21.2K

Event2026-03-31

Filed2026-04-24

XLE

SELECT SECTOR SPDR TR

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-24

VERIZON COMMUNICATIONS INC

-17.24%

Shares7.9K

Event2026-03-31

Filed2026-04-24

VXUS

VANGUARD STAR FDS

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-24

MEDTRONIC PLC

-7.25%

Shares4.5K

Event2026-03-31

Filed2026-04-24

RPM

RPM INTL INC

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-24

ETR

ENTERGY CORP NEW

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-24

CMI

CUMMINS INC

0.00%

Shares691

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-24

XLK

SELECT SECTOR SPDR TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-24

DFAC

DIMENSIONAL ETF TRUST

0.26%

Shares9.2K

Event2026-03-31

Filed2026-04-24

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-24

NUKZ

EXCHANGE TRADED CONCEPTS TRU

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-24

ALLE

ALLEGION PLC

-5.33%

Shares2.3K

Event2026-03-31

Filed2026-04-24

INTC

INTEL CORP

14.36%

Shares7.3K

Event2026-03-31

Filed2026-04-24

DUKE ENERGY CORP NEW

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-24

AMD

ADVANCED MICRO DEVICES INC

-0.13%

Shares1.5K

Event2026-03-31

Filed2026-04-24

XNTK

SPDR SERIES TRUST

60.75%

Shares1.2K

Event2026-03-31

Filed2026-04-24

PAVE

GLOBAL X FDS

-6.93%

Shares6.0K

Event2026-03-31

Filed2026-04-24

USHY

ISHARES TR

32.21%

Shares8.1K

Event2026-03-31

Filed2026-04-24

IREN

IREN LIMITED

49.11%

Shares8.5K

Event2026-03-31

Filed2026-04-24

IAUM

ISHARES GOLD TR

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-24

XLV

SELECT SECTOR SPDR TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-24

NFLX

NETFLIX INC.

8.41%

Shares2.8K

Event2026-03-31

Filed2026-04-24

BP PLC

-45.03%

Shares5.1K

Event2026-03-31

Filed2026-04-24

ADM

ARCHER DANIELS MIDLAND CO

New

Shares3.3K

Event2026-03-31

Filed2026-04-24

GPC

GENUINE PARTS CO

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-24

DFAX

DIMENSIONAL ETF TRUST

0.18%

Shares6.8K

Event2026-03-31

Filed2026-04-24