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The Analysis of FSM Wealth Advisors, LLC's Holdings & P&L

Currently, FSM Wealth Advisors, LLC holds 316 types of securities in its portfolio with a total value $778.2M. In the most recent quarter, they have increased their positions in JPIB (+248.0K shares, valued at $11.9M), BOND (+117.6K shares, valued at $10.9M), SCHF (+276.8K shares, valued at $6.8M); decreased their positions in JMST (-137.9K shares, valued at $7.0M), IJR (-9.7K shares, valued at $1.2M), FDL (-20.8K shares, valued at $1.1M); initiated new positions in SGOV (+13.1K shares, valued at $1.3M), N/A (+4.2K shares, valued at $834.1K), UDOW (+8.0K shares, valued at $401.6K).

1M P&L

+17.8M+2.28%

3M P&L

-12.8M-1.58%

HY P&L

+29.0M+3.77%

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/A556.3M

76.3%

2Semiconductors18.8M

2.6%

3Consumer Electronics18.3M

2.5%

Top Industries by Stock Count

1N/A111 stocks

38.8%

2Drug Manufacturers - General8 stocks

2.8%

3Software - Application8 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JPIB J P MORGAN EXCHANGE TRADED F1.2M shares27.04%2026-03-312026-04-27

BOND PIMCO ETF TR537.9K shares27.98%2026-03-312026-04-27

JAVA J P MORGAN EXCHANGE TRADED F524.9K shares11.36%2026-03-312026-04-27

VTI VANGUARD INDEX FDS103.8K shares9.53%2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F599.3K shares15.21%2026-03-312026-04-27

SCHF SCHWAB STRATEGIC TR1.3M shares28.03%2026-03-312026-04-27

VT VANGUARD INTL EQUITY INDEX F222.7K shares10.33%2026-03-312026-04-27

IJH ISHARES TR363.7K shares6.42%2026-03-312026-04-27

Sponsored

JMST J P MORGAN EXCHANGE TRADED F477.1K shares-22.43%2026-03-312026-04-27

VONV VANGUARD SCOTTSDALE FDS235.4K shares7.65%2026-03-312026-04-27

IGF ISHARES TR284.3K shares19.70%2026-03-312026-04-27

IJR ISHARES TR152.6K shares-5.99%2026-03-312026-04-27

SCHG SCHWAB STRATEGIC TR632.9K shares33.63%2026-03-312026-04-27

AAPL APPLE INC72.0K shares-1.63%2026-03-312026-04-27

SCZ ISHARES TR229.2K shares4.95%2026-03-312026-04-27

REET ISHARES TR652.4K shares21.33%2026-03-312026-04-27

Sponsored

NVDA NVIDIA CORPORATION80.0K shares7.89%2026-03-312026-04-27

TAFM AB ACTIVE ETFS INC531.7K shares19.98%2026-03-312026-04-27

MSFT MICROSOFT CORP29.2K shares0.28%2026-03-312026-04-27

JPST J P MORGAN EXCHANGE TRADED F204.3K shares10.45%2026-03-312026-04-27

ALPHABET INC ALPHABET INC29.7K shares1.92%2026-03-312026-04-27

XOM EXXON MOBIL CORP43.0K shares0.36%2026-03-312026-04-27

ALPHABET INC ALPHABET INC23.4K shares-1.57%2026-03-312026-04-27

PGR PROGRESSIVE CORP31.8K shares0.84%2026-03-312026-04-27

Sponsored

AMZN AMAZON COM INC27.2K shares-0.69%2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T29.3K shares10.06%2026-03-312026-04-27

CGGO CAPITAL GROUP GBL GROWTH EQT163.4K shares-0.17%2026-03-312026-04-27

FDL FIRST TR EXCHANGE-TRADED FD96.7K shares-17.74%2026-03-312026-04-27

VUG VANGUARD INDEX FDS11.1K shares-1.42%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T7.1K shares-6.77%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO14.7K shares1.66%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.0K shares-3.20%2026-03-312026-04-27

Sponsored

BROADCOM INC BROADCOM INC13.4K shares2.92%2026-03-312026-04-27

TSLA TESLA INC10.6K shares0.15%2026-03-312026-04-27

MINT PIMCO ETF TR37.5K shares3.47%2026-03-312026-04-27

IVV ISHARES TR5.6K shares2.22%2026-03-312026-04-27

ITA ISHARES TR14.9K shares0.50%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR5.5K shares-7.64%2026-03-312026-04-27

SHW SHERWIN WILLIAMS CO9.3K shares221.75%2026-03-312026-04-27

FNX FIRST TR EXCHANGE-TRADED ALP23.3K shares4.63%2026-03-312026-04-27

Sponsored

BIL SPDR SERIES TRUST31.7K shares-12.70%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE10.1K shares-8.65%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON10.9K shares-3.50%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS4.3K shares0.52%2026-03-312026-04-27

META META PLATFORMS INC4.4K shares1.99%2026-03-312026-04-27

GEV GE VERNOVA INC2.8K shares-0.50%2026-03-312026-04-27

DIA STATE STR SPDR DOW JONES IND5.2K shares-0.48%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS36.0K shares1.71%2026-03-312026-04-27

Sponsored

SCHA SCHWAB STRATEGIC TR74.2K shares-12.28%2026-03-312026-04-27

RWO SPDR INDEX SHS FDS47.1K shares1.12%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC6.0K shares9.44%2026-03-312026-04-27

CVX CHEVRON CORPORATION9.4K shares4.11%2026-03-312026-04-27

LECO LINCOLN ELEC HLDGS INC7.6K shares-17.47%2026-03-312026-04-27

V VISA INC6.0K shares-12.03%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION1.8K shares-0.38%2026-03-312026-04-27

MUB ISHARES TR16.8K shares-4.28%2026-03-312026-04-27

Sponsored

VV VANGUARD INDEX FDS5.8K shares41.11%2026-03-312026-04-27

LLY ELI LILLY & CO1.9K shares1.02%2026-03-312026-04-27

RTX RTX CORPORATION8.8K shares0.10%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC11.5K shares-9.77%2026-03-312026-04-27

SCHB SCHWAB STRATEGIC TR66.8K shares0.10%2026-03-312026-04-27

FBOT FIDELITY COVINGTON TRUST50.1K shares0.81%2026-03-312026-04-27

EPD ENTERPRISE PRODS PARTNERS L43.8K shares-5.18%2026-03-312026-04-27

BAC BANK AMERICA CORP33.9K shares-0.85%2026-03-312026-04-27

Sponsored

IBM INTERNATIONAL BUSINESS MACHS6.5K shares-0.83%2026-03-312026-04-27

WMT WALMART INC12.4K shares3.02%2026-03-312026-04-27

HD HOME DEPOT INC4.5K shares-11.42%2026-03-312026-04-27

GLD SPDR GOLD TR3.3K shares-6.93%2026-03-312026-04-27

SCHE SCHWAB STRATEGIC TR42.4K shares11.37%2026-03-312026-04-27

BNDX VANGUARD CHARLOTTE FDS28.1K shares3.41%2026-03-312026-04-27

VONG VANGUARD SCOTTSDALE FDS12.0K shares-1.70%2026-03-312026-04-27

SGOV ISHARES TR13.1K sharesnew addition2026-03-312026-04-27

Sponsored

IEFA ISHARES TR14.5K shares10.30%2026-03-312026-04-27

PEP PEPSICO INC8.3K shares-0.87%2026-03-312026-04-27

INTU INTUIT3.0K shares4.39%2026-03-312026-04-27

IWB ISHARES TR3.5K shares2.08%2026-03-312026-04-27

STERIS PLC STERIS PLC5.5K shares-0.23%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC10.2K shares-2.50%2026-03-312026-04-27

IEMG ISHARES INC17.4K shares27.69%2026-03-312026-04-27

JPME J P MORGAN EXCHANGE TRADED F10.1K shares0.92%2026-03-312026-04-27

Sponsored

SCHX SCHWAB STRATEGIC TR45.2K shares0.85%2026-03-312026-04-27

CSCO CISCO SYS INC14.8K shares-6.31%2026-03-312026-04-27

AMAT APPLIED MATLS INC3.3K shares4.24%2026-03-312026-04-27

SUB ISHARES TR10.7K shares-18.56%2026-03-312026-04-27

CAT CATERPILLAR INC1.6K shares0.06%2026-03-312026-04-27

DFAC DIMENSIONAL ETF TRUST29.1K shares-6.40%2026-03-312026-04-27

ORCL ORACLE CORP7.6K shares5.88%2026-03-312026-04-27

ABBV ABBVIE INC5.0K shares-13.22%2026-03-312026-04-27

Sponsored

MA MASTERCARD INCORPORATED2.1K shares-1.42%2026-03-312026-04-27

IXG ISHARES TR9.3K shares6.41%2026-03-312026-04-27

ASML ASML HLDG NV793 shares2.32%2026-03-312026-04-27

KLAC KLA CORP710 shares4.87%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC6.2K shares6.95%2026-03-312026-04-27

PG PROCTER & GAMBLE CO7.0K shares0.77%2026-03-312026-04-27

LAM RESEARCH CORP LAM RESEARCH CORP4.6K shares-1.61%2026-03-312026-04-27

NFLX NETFLIX INC.10.1K shares9.25%2026-03-312026-04-27

Sponsored

IVE ISHARES TR4.6K shares0.11%2026-03-312026-04-27

IVW ISHARES TR8.4K shares0.48%2026-03-312026-04-27

BSV VANGUARD BD INDEX FDS12.0K shares78.89%2026-03-312026-04-27

PHO INVESCO EXCHANGE TRADED FD T14.0K shares17.64%2026-03-312026-04-27

VGT VANGUARD WORLD FD1.3K shares-5.26%2026-03-312026-04-27

MPC MARATHON PETE CORP3.7K shares-0.27%2026-03-312026-04-27

ABT ABBOTT LABORATORIES8.8K shares-2.34%2026-03-312026-04-27

IXUS ISHARES TR10.2K shares0.00%2026-03-312026-04-27

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD13.9K shares27.59%2026-03-312026-04-27

VNQ VANGUARD INDEX FDS9.7K shares11.49%2026-03-312026-04-27

KO COCA COLA CO11.2K shares8.38%2026-03-312026-04-27

FE FIRSTENERGY CORP16.7K shares0.30%2026-03-312026-04-27

BMY BRISTOL-MYERS SQUIBB CO13.9K shares2.03%2026-03-312026-04-27

ASTRAZENECA PLC ASTRAZENECA PLC4.2K sharesnew addition2026-03-312026-04-27

MU MICRON TECHNOLOGY INC2.5K shares46.12%2026-03-312026-04-27

SPGM SPDR INDEX SHS FDS10.8K shares0.87%2026-03-312026-04-27

Sponsored

T AT&T INC28.1K shares15.24%2026-03-312026-04-27

IWF ISHARES TR1.9K shares36.28%2026-03-312026-04-27

AMGN AMGEN INC2.2K shares22.74%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR25.3K shares0.03%2026-03-312026-04-27

PFE PFIZER INC27.4K shares-3.72%2026-03-312026-04-27

VSS VANGUARD INTL EQUITY INDEX F5.3K shares21.99%2026-03-312026-04-27

VTEB VANGUARD MUN BD FDS15.3K shares-31.20%2026-03-312026-04-27

CVS CVS HEALTH CORP10.5K shares0.28%2026-03-312026-04-27

Sponsored

IWM ISHARES TR3.0K shares-3.03%2026-03-312026-04-27

HON HONEYWELL INTL INC3.3K shares-21.93%2026-03-312026-04-27

ISHARES GOLD TR ISHARES GOLD TR8.3K shares0.00%2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC14.3K shares4.07%2026-03-312026-04-27

TFC TRUIST FINL CORP15.4K shares1.63%2026-03-312026-04-27

ITOT ISHARES TR4.8K shares0.02%2026-03-312026-04-27

QQQM INVESCO EXCH TRADED FD TR II2.8K shares-43.42%2026-03-312026-04-27

WELL WELLTOWER INC3.4K shares92.53%2026-03-312026-04-27

Sponsored

PANW PALO ALTO NETWORKS INC4.1K shares11.65%2026-03-312026-04-27

VO VANGUARD INDEX FDS2.3K shares18.36%2026-03-312026-04-27

PH PARKER-HANNIFIN CORP734 shares0.82%2026-03-312026-04-27

PNC PNC FINL SVCS GROUP INC3.2K shares4.75%2026-03-312026-04-27

DE DEERE & CO1.2K shares0.43%2026-03-312026-04-27

NOC NORTHROP GRUMMAN CORP950 shares-14.34%2026-03-312026-04-27

MTUM ISHARES TR2.7K shares0.00%2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC2.3K shares-6.10%2026-03-312026-04-27

Sponsored

TJX TJX COS INC NEW3.9K shares4.01%2026-03-312026-04-27

DFUV DIMENSIONAL ETF TRUST12.9K shares-5.08%2026-03-312026-04-27

VBR VANGUARD INDEX FDS2.9K shares1.34%2026-03-312026-04-27

DIS DISNEY WALT CO6.4K shares1.94%2026-03-312026-04-27

AMT AMERICAN TOWER CORP3.6K shares1.60%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO2.0K shares-6.10%2026-03-312026-04-27

VB VANGUARD INDEX FDS2.3K shares14.60%2026-03-312026-04-27

NEE NEXTERA ENERGY INC6.5K shares5.57%2026-03-312026-04-27

Sponsored

MCD MCDONALDS CORP1.9K shares-3.16%2026-03-312026-04-27

CB CHUBB LTD SWITZ1.8K shares-15.21%2026-03-312026-04-27

VGSH VANGUARD SCOTTSDALE FDS10.0K shares0.00%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC2.8K shares9.92%2026-03-312026-04-27

JKHY HENRY JACK & ASSOC INC3.6K shares0.50%2026-03-312026-04-27

WMB WILLIAMS COS INC7.9K shares0.61%2026-03-312026-04-27

IWO ISHARES TR1.8K shares0.00%2026-03-312026-04-27

VYM VANGUARD WHITEHALL FDS3.7K shares-16.58%2026-03-312026-04-27

Sponsored

VIG VANGUARD SPECIALIZED FUNDS2.6K shares-6.29%2026-03-312026-04-27

TOTALENERGIES SE TOTALENERGIES SE6.1K shares-0.53%2026-03-312026-04-27

RCL ROYAL CARIBBEAN GROUP2.0K shares1.57%2026-03-312026-04-27

MMM 3M CO3.8K shares-2.95%2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC641 shares2.40%2026-03-312026-04-27

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II7.3K shares-4.32%2026-03-312026-04-27

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F7.7K shares0.00%2026-03-312026-04-27

CRM SALESFORCE INC2.8K shares-0.11%2026-03-312026-04-27

Sponsored

LOW LOWES COS INC2.2K shares9.37%2026-03-312026-04-27

FBCG FIDELITY COVINGTON TRUST10.2K shares-2.19%2026-03-312026-04-27

DHR DANAHER CORP DEL2.7K shares-9.99%2026-03-312026-04-27

SCHW SCHWAB CHARLES CORP5.4K shares99.40%2026-03-312026-04-27

AME AMETEK INC2.3K shares-2.42%2026-03-312026-04-27

CEG CONSTELLATION ENERGY CORP1.8K shares-2.79%2026-03-312026-04-27

ETHO AMPLIFY ETF TR7.4K shares-10.26%2026-03-312026-04-27

HLT HILTON WORLDWIDE HLDGS INC1.6K shares2.23%2026-03-312026-04-27

Sponsored

CITIGROUP INC CITIGROUP INC4.2K shares18.83%2026-03-312026-04-27

LHX L3HARRIS TECHNOLOGIES INC1.4K shares5.56%2026-03-312026-04-27

XLK SELECT SECTOR SPDR TR3.6K shares-20.28%2026-03-312026-04-27

MEDTRONIC PLC MEDTRONIC PLC5.5K shares-2.05%2026-03-312026-04-27

VTV VANGUARD INDEX FDS2.4K shares-12.33%2026-03-312026-04-27

KEYS KEYSIGHT TECHNOLOGIES INC1.6K shares-12.32%2026-03-312026-04-27

QCOM QUALCOMM INC3.6K shares-16.20%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP764 shares3.38%2026-03-312026-04-27

Sponsored

UNP UNION PAC CORP1.8K shares4.94%2026-03-312026-04-27

ACWI ISHARES TR3.2K shares0.00%2026-03-312026-04-27

CARR CARRIER GLOBAL CORPORATION7.9K shares11.08%2026-03-312026-04-27

URI UNITED RENTALS INC603 shares6.54%2026-03-312026-04-27

CSX CSX CORP10.6K shares-28.67%2026-03-312026-04-27

XLF SELECT SECTOR SPDR TR8.8K shares0.00%2026-03-312026-04-27

NUE NUCOR CORP2.5K shares1.44%2026-03-312026-04-27

GRMN GARMIN LTD1.8K shares-9.93%2026-03-312026-04-27

Sponsored

TMO THERMO FISHER SCIENTIFIC INC860 shares5.91%2026-03-312026-04-27

ISRG INTUITIVE SURGICAL INC917 shares0.77%2026-03-312026-04-27

INTC INTEL CORP9.5K shares0.52%2026-03-312026-04-27

ABNB AIRBNB INC3.3K shares-9.09%2026-03-312026-04-27

LINDE PLC LINDE PLC838 shares24.33%2026-03-312026-04-27

GWW WW GRAINGER INC376 shares5.03%2026-03-312026-04-27

UDOW PROSHARES TR8.0K sharesnew addition2026-03-312026-04-27

SYK STRYKER CORPORATION1.2K shares-14.77%2026-03-312026-04-27

Sponsored

DG DOLLAR GEN CORP3.4K shares0.36%2026-03-312026-04-27

ICOW PACER FDS TR9.4K shares-1.88%2026-03-312026-04-27

FIX COMFORT SYS USA INC290 shares-24.87%2026-03-312026-04-27

SPEM SPDR INDEX SHS FDS8.5K shares1.46%2026-03-312026-04-27

TXT TEXTRON INC4.5K shares0.27%2026-03-312026-04-27

TRP TC ENERGY CORP6.2K shares-2.99%2026-03-312026-04-27

WFC WELLS FARGO & CO4.9K shares-2.85%2026-03-312026-04-27

VGIT VANGUARD SCOTTSDALE FDS6.5K shares0.00%2026-03-312026-04-27

Sponsored

VRTX VERTEX PHARMACEUTICALS INC864 shares4.98%2026-03-312026-04-27

ADP AUTOMATIC DATA PROCESSING IN1.9K shares13.83%2026-03-312026-04-27

EATON CORP PLC EATON CORP PLC1.1K shares-17.63%2026-03-312026-04-27

JPIE J P MORGAN EXCHANGE TRADED F8.1K shares-8.60%2026-03-312026-04-27

CWI SPDR INDEX SHS FDS10.0K shares0.00%2026-03-312026-04-27

VRT VERTIV HOLDINGS CO1.5K shares4.59%2026-03-312026-04-27

DBC INVESCO DB COMMDY INDX TRCK12.6K shares0.67%2026-03-312026-04-27

VHT VANGUARD WORLD FD1.3K shares-17.72%2026-03-312026-04-27

Sponsored

GILD GILEAD SCIENCES INC2.6K shares-1.67%2026-03-312026-04-27

GNR SPDR INDEX SHS FDS4.8K shares0.76%2026-03-312026-04-27

TIP ISHARES TR3.2K shares-20.38%2026-03-312026-04-27

COP CONOCOPHILLIPS2.7K shares4.67%2026-03-312026-04-27

ATO ATMOS ENERGY CORP1.9K shares1.34%2026-03-312026-04-27

MAIN MAIN STR CAP CORP6.5K shares-0.23%2026-03-312026-04-27

OXY OCCIDENTAL PETE CORP5.2K shares1.95%2026-03-312026-04-27

RPM RPM INTL INC3.4K shares4.17%2026-03-312026-04-27

Sponsored

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F3.6K shares0.00%2026-03-312026-04-27

HEI.A HEICO CORP NEW1.6K shares-7.67%2026-03-312026-04-27

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.9K shares2.02%2026-03-312026-04-27

TQQQ PROSHARES TR8.0K sharesnew addition2026-03-312026-04-27

CL COLGATE PALMOLIVE CO3.9K shares1.22%2026-03-312026-04-27

VEU VANGUARD INTL EQUITY INDEX F4.4K shares0.00%2026-03-312026-04-27

TGT TARGET CORP2.7K shares-5.90%2026-03-312026-04-27

QSR RESTAURANT BRANDS INTL INC4.4K shares0.37%2026-03-312026-04-27

Sponsored

WM WASTE MGMT INC DEL1.4K shares-5.37%2026-03-312026-04-27

BWX SPDR SERIES TRUST14.6K shares-0.43%2026-03-312026-04-27

SPYI NEOS ETF TRUST6.5K shares0.00%2026-03-312026-04-27

BBEU J P MORGAN EXCHANGE TRADED F4.3K shares0.00%2026-03-312026-04-27

CTVA CORTEVA INC3.7K shares3.73%2026-03-312026-04-27

TRMB TRIMBLE INC4.7K shares2.70%2026-03-312026-04-27

MS MORGAN STANLEY1.8K shares-3.62%2026-03-312026-04-27

APH AMPHENOL CORP2.4K shares1.71%2026-03-312026-04-27

Sponsored

JCI JOHNSON CONTROLS INTERNATION2.3K shares3.98%2026-03-312026-04-27

SPGI S&P GLOBAL INC688 shares-16.30%2026-03-312026-04-27

STRL STERLING INFRASTRUCTURE INC718 shares-1.64%2026-03-312026-04-27

AGG ISHARES TR2.9K shares0.00%2026-03-312026-04-27

FAST FASTENAL CO6.2K shares2.98%2026-03-312026-04-27

SCHM SCHWAB STRATEGIC TR9.3K shares0.00%2026-03-312026-04-27

MMC MARSH & MCLENNAN COS INC1.6K shares-9.03%2026-03-312026-04-27

DB DEUTSCHE BK AG9.6K shares-6.61%2026-03-312026-04-27

Sponsored

SAP SAP SE1.6K shares-7.58%2026-03-312026-04-27

AB ALLIANCEBERNSTEIN HLDG L P7.5K shares-2.03%2026-03-312026-04-27

LQD ISHARES TR2.6K sharesnew addition2026-03-312026-04-27

ICE INTERCONTINENTAL EXCHANGE IN1.8K shares2.78%2026-03-312026-04-27

SNA SNAP ON INC768 shares15.32%2026-03-312026-04-27

BUD ANHEUSER BUSCH INBEV SA NV4.0K shares3.19%2026-03-312026-04-27

ARISTA NETWORKS INC ARISTA NETWORKS INC2.3K shares-4.32%2026-03-312026-04-27

TMUS T-MOBILE US INC1.3K shares0.23%2026-03-312026-04-27

Sponsored

TXN TEXAS INSTRS INC1.4K sharesnew addition2026-03-312026-04-27

BBAX J P MORGAN EXCHANGE TRADED F4.6K shares0.00%2026-03-312026-04-27

EMR EMERSON ELEC CO2.1K shares0.19%2026-03-312026-04-27

PCAR PACCAR INC2.3K shares6.10%2026-03-312026-04-27

ADSK AUTODESK INC1.1K shares-13.53%2026-03-312026-04-27

SJM SMUCKER J M CO2.7K shares-2.33%2026-03-312026-04-27

BK BANK NEW YORK MELLON CORP2.2K shares5.65%2026-03-312026-04-27

ULTA ULTA BEAUTY INC500 shares2.25%2026-03-312026-04-27

Sponsored

GII SPDR INDEX SHS FDS3.4K sharesnew addition2026-03-312026-04-27

ADI ANALOG DEVICES INC814 sharesnew addition2026-03-312026-04-27

NVS NOVARTIS AG1.7K shares-3.26%2026-03-312026-04-27

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.3K shares-14.59%2026-03-312026-04-27

BWA BORGWARNER INC4.7K shares2.46%2026-03-312026-04-27

PWR QUANTA SVCS INC464 sharesnew addition2026-03-312026-04-27

CMI CUMMINS INC470 shares7.06%2026-03-312026-04-27

NKE NIKE INC4.8K shares-15.03%2026-03-312026-04-27

Sponsored

NOW SERVICENOW INC2.4K shares30.87%2026-03-312026-04-27

SNDK SANDISK CORP395 sharesnew addition2026-03-312026-04-27

IWR ISHARES TR2.6K shares0.00%2026-03-312026-04-27

AON PLC AON PLC771 shares-5.75%2026-03-312026-04-27

FVD FIRST TR EXCHANGE-TRADED FD5.3K shares-2.80%2026-03-312026-04-27

GLW CORNING INC1.8K sharesnew addition2026-03-312026-04-27

UBER UBER TECHNOLOGIES INC3.4K shares19.58%2026-03-312026-04-27

BLACKROCK INC BLACKROCK INC255 shares-7.94%2026-03-312026-04-27

Sponsored

MDY STATE STR SPDR S&P MIDCAP 40395 shares0.00%2026-03-312026-04-27

IWD ISHARES TR1.1K shares0.09%2026-03-312026-04-27

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.9K sharesnew addition2026-03-312026-04-27

CME CME GROUP INC820 sharesnew addition2026-03-312026-04-27

THE CIGNA GROUP THE CIGNA GROUP907 shares-18.44%2026-03-312026-04-27

CW CURTISS WRIGHT CORP354 shares-28.92%2026-03-312026-04-27

IBIT ISHARES BITCOIN TRUST ETF6.2K shares-5.57%2026-03-312026-04-27

HIG HARTFORD INSURANCE GROUP INC1.8K sharesnew addition2026-03-312026-04-27

Sponsored

MCK MCKESSON CORP274 sharesnew addition2026-03-312026-04-27

EXC EXELON CORP4.8K shares4.79%2026-03-312026-04-27

MYCJ SSGA ACTIVE TR9.5K sharesnew addition2026-03-312026-04-27

NSC NORFOLK SOUTHN CORP822 shares-6.70%2026-03-312026-04-27

SBUX STARBUCKS CORP2.6K shares7.08%2026-03-312026-04-27

YUM YUM BRANDS INC1.5K shares1.75%2026-03-312026-04-27

XLV SELECT SECTOR SPDR TR1.6K shares-14.97%2026-03-312026-04-27

SO SOUTHERN CO2.4K sharesnew addition2026-03-312026-04-27

Sponsored

ORLY OREILLY AUTOMOTIVE INC2.5K shares-4.58%2026-03-312026-04-27

ITW ILLINOIS TOOL WKS INC889 shares6.85%2026-03-312026-04-27

BSX BOSTON SCIENTIFIC CORP3.7K shares1.43%2026-03-312026-04-27

AWK AMERICAN WTR WKS CO INC NEW1.7K shares1.32%2026-03-312026-04-27

FTGC FIRST TR EXCHANGE TRAD FD VI8.0K sharesnew addition2026-03-312026-04-27

TRV TRAVELERS COMPANIES INC785 shares3.56%2026-03-312026-04-27

NVT NVENT ELEC PLC1.9K sharesnew addition2026-03-312026-04-27

SPYX SPDR SERIES TRUST4.3K shares-2.91%2026-03-312026-04-27

Sponsored

WBD WARNER BROS DISCOVERY INC8.1K shares-1.65%2026-03-312026-04-27

MSI MOTOROLA SOLUTIONS INC502 sharesnew addition2026-03-312026-04-27

EME EMCOR GROUP INC293 sharesnew addition2026-03-312026-04-27

MO ALTRIA GROUP INC3.2K sharesnew addition2026-03-312026-04-27

CMCSA COMCAST CORP NEW7.4K shares-17.35%2026-03-312026-04-27

XLC SELECT SECTOR SPDR TR1.9K shares-4.16%2026-03-312026-04-27

EQIX EQUINIX INC216 sharesnew addition2026-03-312026-04-27

ADBE ADOBE INC865 shares-7.68%2026-03-312026-04-27

Sponsored

RYAAY RYANAIR HOLDINGS PLC3.6K shares0.81%2026-03-312026-04-27

AEP AMERICAN ELEC PWR CO INC1.6K sharesnew addition2026-03-312026-04-27

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP609 shares-8.97%2026-03-312026-04-27

MGC VANGUARD WORLD FD873 shares7.78%2026-03-312026-04-27

CTRA COTERRA ENERGY INC5.9K shares-30.69%2026-03-312026-04-27

ELV ELEVANCE HEALTH INC FORMERLY702 shares-14.39%2026-03-312026-04-27

VOE VANGUARD INDEX FDS1.1K sharesnew addition2026-03-312026-04-27

AES AES CORP11.7K shares-44.88%2026-03-312026-04-27

Sponsored

F FORD MTR CO10.9K shares-0.02%2026-03-312026-04-27

WEN WENDYS CO16.6K shares0.49%2026-03-312026-04-27

SNDL INC SNDL INC20.0K shares0.00%2026-03-312026-04-27

MVIS MICROVISION INC DEL30.6K shares135.77%2026-03-312026-04-27

JPIB

J P MORGAN EXCHANGE TRADED F

27.04%

Shares1.2M

Event2026-03-31

Filed2026-04-27

BOND

PIMCO ETF TR

27.98%

Shares537.9K

Event2026-03-31

Filed2026-04-27

JAVA

J P MORGAN EXCHANGE TRADED F

11.36%

Shares524.9K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

9.53%

Shares103.8K

Event2026-03-31

Filed2026-04-27

VWO

VANGUARD INTL EQUITY INDEX F

15.21%

Shares599.3K

Event2026-03-31

Filed2026-04-27

SCHF

SCHWAB STRATEGIC TR

28.03%

Shares1.3M

Event2026-03-31

Filed2026-04-27

VANGUARD INTL EQUITY INDEX F

10.33%

Shares222.7K

Event2026-03-31

Filed2026-04-27

IJH

ISHARES TR

6.42%

Shares363.7K

Event2026-03-31

Filed2026-04-27

JMST

J P MORGAN EXCHANGE TRADED F

-22.43%

Shares477.1K

Event2026-03-31

Filed2026-04-27

VONV

VANGUARD SCOTTSDALE FDS

7.65%

Shares235.4K

Event2026-03-31

Filed2026-04-27

IGF

ISHARES TR

19.70%

Shares284.3K

Event2026-03-31

Filed2026-04-27

IJR

ISHARES TR

-5.99%

Shares152.6K

Event2026-03-31

Filed2026-04-27

SCHG

SCHWAB STRATEGIC TR

33.63%

Shares632.9K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

-1.63%

Shares72.0K

Event2026-03-31

Filed2026-04-27

SCZ

ISHARES TR

4.95%

Shares229.2K

Event2026-03-31

Filed2026-04-27

REET

ISHARES TR

21.33%

Shares652.4K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

7.89%

Shares80.0K

Event2026-03-31

Filed2026-04-27

TAFM

AB ACTIVE ETFS INC

19.98%

Shares531.7K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

0.28%

Shares29.2K

Event2026-03-31

Filed2026-04-27

JPST

J P MORGAN EXCHANGE TRADED F

10.45%

Shares204.3K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

1.92%

Shares29.7K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

0.36%

Shares43.0K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-1.57%

Shares23.4K

Event2026-03-31

Filed2026-04-27

PGR

PROGRESSIVE CORP

0.84%

Shares31.8K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

-0.69%

Shares27.2K

Event2026-03-31

Filed2026-04-27

INVESCO EXCHANGE TRADED FD T

10.06%

Shares29.3K

Event2026-03-31

Filed2026-04-27

CGGO

CAPITAL GROUP GBL GROWTH EQT

-0.17%

Shares163.4K

Event2026-03-31

Filed2026-04-27

FDL

FIRST TR EXCHANGE-TRADED FD

-17.74%

Shares96.7K

Event2026-03-31

Filed2026-04-27

VUG

VANGUARD INDEX FDS

-1.42%

Shares11.1K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

-6.77%

Shares7.1K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

1.66%

Shares14.7K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

-3.20%

Shares9.0K

Event2026-03-31

Filed2026-04-27

BROADCOM INC

2.92%

Shares13.4K

Event2026-03-31

Filed2026-04-27

TSLA

TESLA INC

0.15%

Shares10.6K

Event2026-03-31

Filed2026-04-27

MINT

PIMCO ETF TR

3.47%

Shares37.5K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

2.22%

Shares5.6K

Event2026-03-31

Filed2026-04-27

ITA

ISHARES TR

0.50%

Shares14.9K

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

-7.64%

Shares5.5K

Event2026-03-31

Filed2026-04-27

SHW

SHERWIN WILLIAMS CO

221.75%

Shares9.3K

Event2026-03-31

Filed2026-04-27

FNX

FIRST TR EXCHANGE-TRADED ALP

4.63%

Shares23.3K

Event2026-03-31

Filed2026-04-27

BIL

SPDR SERIES TRUST

-12.70%

Shares31.7K

Event2026-03-31

Filed2026-04-27

GE AEROSPACE

-8.65%

Shares10.1K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

-3.50%

Shares10.9K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

0.52%

Shares4.3K

Event2026-03-31

Filed2026-04-27

META

META PLATFORMS INC

1.99%

Shares4.4K

Event2026-03-31

Filed2026-04-27

GEV

GE VERNOVA INC

-0.50%

Shares2.8K

Event2026-03-31

Filed2026-04-27

DIA

STATE STR SPDR DOW JONES IND

-0.48%

Shares5.2K

Event2026-03-31

Filed2026-04-27

VEA

VANGUARD TAX-MANAGED FDS

1.71%

Shares36.0K

Event2026-03-31

Filed2026-04-27

SCHA

SCHWAB STRATEGIC TR

-12.28%

Shares74.2K

Event2026-03-31

Filed2026-04-27

RWO

SPDR INDEX SHS FDS

1.12%

Shares47.1K

Event2026-03-31

Filed2026-04-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

9.44%

Shares6.0K

Event2026-03-31

Filed2026-04-27

CVX

CHEVRON CORPORATION

4.11%

Shares9.4K

Event2026-03-31

Filed2026-04-27

LECO

LINCOLN ELEC HLDGS INC

-17.47%

Shares7.6K

Event2026-03-31

Filed2026-04-27

VISA INC

-12.03%

Shares6.0K

Event2026-03-31

Filed2026-04-27

COST

COSTCO WHOLESALE CORPORATION

-0.38%

Shares1.8K

Event2026-03-31

Filed2026-04-27

MUB

ISHARES TR

-4.28%

Shares16.8K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

41.11%

Shares5.8K

Event2026-03-31

Filed2026-04-27

LLY

ELI LILLY & CO

1.02%

Shares1.9K

Event2026-03-31

Filed2026-04-27

RTX

RTX CORPORATION

0.10%

Shares8.8K

Event2026-03-31

Filed2026-04-27

PLTR

PALANTIR TECHNOLOGIES INC

-9.77%

Shares11.5K

Event2026-03-31

Filed2026-04-27

SCHB

SCHWAB STRATEGIC TR

0.10%

Shares66.8K

Event2026-03-31

Filed2026-04-27

FBOT

FIDELITY COVINGTON TRUST

0.81%

Shares50.1K

Event2026-03-31

Filed2026-04-27

EPD

ENTERPRISE PRODS PARTNERS L

-5.18%

Shares43.8K

Event2026-03-31

Filed2026-04-27

BAC

BANK AMERICA CORP

-0.85%

Shares33.9K

Event2026-03-31

Filed2026-04-27

IBM

INTERNATIONAL BUSINESS MACHS

-0.83%

Shares6.5K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

3.02%

Shares12.4K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

-11.42%

Shares4.5K

Event2026-03-31

Filed2026-04-27

GLD

SPDR GOLD TR

-6.93%

Shares3.3K

Event2026-03-31

Filed2026-04-27

SCHE

SCHWAB STRATEGIC TR

11.37%

Shares42.4K

Event2026-03-31

Filed2026-04-27

BNDX

VANGUARD CHARLOTTE FDS

3.41%

Shares28.1K

Event2026-03-31

Filed2026-04-27

VONG

VANGUARD SCOTTSDALE FDS

-1.70%

Shares12.0K

Event2026-03-31

Filed2026-04-27

SGOV

ISHARES TR

New

Shares13.1K

Event2026-03-31

Filed2026-04-27

IEFA

ISHARES TR

10.30%

Shares14.5K

Event2026-03-31

Filed2026-04-27

PEP

PEPSICO INC

-0.87%

Shares8.3K

Event2026-03-31

Filed2026-04-27

INTU

INTUIT

4.39%

Shares3.0K

Event2026-03-31

Filed2026-04-27

IWB

ISHARES TR

2.08%

Shares3.5K

Event2026-03-31

Filed2026-04-27

STERIS PLC

-0.23%

Shares5.5K

Event2026-03-31

Filed2026-04-27

MERCK & CO INC

-2.50%

Shares10.2K

Event2026-03-31

Filed2026-04-27

IEMG

ISHARES INC

27.69%

Shares17.4K

Event2026-03-31

Filed2026-04-27

JPME

J P MORGAN EXCHANGE TRADED F

0.92%

Shares10.1K

Event2026-03-31

Filed2026-04-27

SCHX

SCHWAB STRATEGIC TR

0.85%

Shares45.2K

Event2026-03-31

Filed2026-04-27

CSCO

CISCO SYS INC

-6.31%

Shares14.8K

Event2026-03-31

Filed2026-04-27

AMAT

APPLIED MATLS INC

4.24%

Shares3.3K

Event2026-03-31

Filed2026-04-27

SUB

ISHARES TR

-18.56%

Shares10.7K

Event2026-03-31

Filed2026-04-27

CAT

CATERPILLAR INC

0.06%

Shares1.6K

Event2026-03-31

Filed2026-04-27

DFAC

DIMENSIONAL ETF TRUST

-6.40%

Shares29.1K

Event2026-03-31

Filed2026-04-27

ORCL

ORACLE CORP

5.88%

Shares7.6K

Event2026-03-31

Filed2026-04-27

ABBV

ABBVIE INC

-13.22%

Shares5.0K

Event2026-03-31

Filed2026-04-27

MASTERCARD INCORPORATED

-1.42%

Shares2.1K

Event2026-03-31

Filed2026-04-27

IXG

ISHARES TR

6.41%

Shares9.3K

Event2026-03-31

Filed2026-04-27

ASML

ASML HLDG NV

2.32%

Shares793

Event2026-03-31

Filed2026-04-27

KLAC

KLA CORP

4.87%

Shares710

Event2026-03-31

Filed2026-04-27

PHILIP MORRIS INTL INC

6.95%

Shares6.2K

Event2026-03-31

Filed2026-04-27

PROCTER & GAMBLE CO

0.77%

Shares7.0K

Event2026-03-31

Filed2026-04-27

LAM RESEARCH CORP

-1.61%

Shares4.6K

Event2026-03-31

Filed2026-04-27

NFLX

NETFLIX INC.

9.25%

Shares10.1K

Event2026-03-31

Filed2026-04-27

IVE

ISHARES TR

0.11%

Shares4.6K

Event2026-03-31

Filed2026-04-27

IVW

ISHARES TR

0.48%

Shares8.4K

Event2026-03-31

Filed2026-04-27

BSV

VANGUARD BD INDEX FDS

78.89%

Shares12.0K

Event2026-03-31

Filed2026-04-27

PHO

INVESCO EXCHANGE TRADED FD T

17.64%

Shares14.0K

Event2026-03-31

Filed2026-04-27

VGT

VANGUARD WORLD FD

-5.26%

Shares1.3K

Event2026-03-31

Filed2026-04-27

MPC

MARATHON PETE CORP

-0.27%

Shares3.7K

Event2026-03-31

Filed2026-04-27

ABT

ABBOTT LABORATORIES

-2.34%

Shares8.8K

Event2026-03-31

Filed2026-04-27

IXUS

ISHARES TR

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-27

CIBR

FIRST TR EXCHANGE-TRADED FD

27.59%

Shares13.9K

Event2026-03-31

Filed2026-04-27

VNQ

VANGUARD INDEX FDS

11.49%

Shares9.7K

Event2026-03-31

Filed2026-04-27

COCA COLA CO

8.38%

Shares11.2K

Event2026-03-31

Filed2026-04-27

FIRSTENERGY CORP

0.30%

Shares16.7K

Event2026-03-31

Filed2026-04-27

BMY

BRISTOL-MYERS SQUIBB CO

2.03%

Shares13.9K

Event2026-03-31

Filed2026-04-27

ASTRAZENECA PLC

New

Shares4.2K

Event2026-03-31

Filed2026-04-27

MICRON TECHNOLOGY INC

46.12%

Shares2.5K

Event2026-03-31

Filed2026-04-27

SPGM

SPDR INDEX SHS FDS

0.87%

Shares10.8K

Event2026-03-31

Filed2026-04-27

AT&T INC

15.24%

Shares28.1K

Event2026-03-31

Filed2026-04-27

IWF

ISHARES TR

36.28%

Shares1.9K

Event2026-03-31

Filed2026-04-27

AMGN

AMGEN INC

22.74%

Shares2.2K

Event2026-03-31

Filed2026-04-27

SCHD

SCHWAB STRATEGIC TR

0.03%

Shares25.3K

Event2026-03-31

Filed2026-04-27

PFE

PFIZER INC

-3.72%

Shares27.4K

Event2026-03-31

Filed2026-04-27

VSS

VANGUARD INTL EQUITY INDEX F

21.99%

Shares5.3K

Event2026-03-31

Filed2026-04-27

VTEB

VANGUARD MUN BD FDS

-31.20%

Shares15.3K

Event2026-03-31

Filed2026-04-27

CVS

CVS HEALTH CORP

0.28%

Shares10.5K

Event2026-03-31

Filed2026-04-27

IWM

ISHARES TR

-3.03%

Shares3.0K

Event2026-03-31

Filed2026-04-27

HON

HONEYWELL INTL INC

-21.93%

Shares3.3K

Event2026-03-31

Filed2026-04-27

ISHARES GOLD TR

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-27

VERIZON COMMUNICATIONS INC

4.07%

Shares14.3K

Event2026-03-31

Filed2026-04-27

TFC

TRUIST FINL CORP

1.63%

Shares15.4K

Event2026-03-31

Filed2026-04-27

ITOT

ISHARES TR

0.02%

Shares4.8K

Event2026-03-31

Filed2026-04-27

QQQM

INVESCO EXCH TRADED FD TR II

-43.42%

Shares2.8K

Event2026-03-31

Filed2026-04-27

WELL

WELLTOWER INC

92.53%

Shares3.4K

Event2026-03-31

Filed2026-04-27

PANW

PALO ALTO NETWORKS INC

11.65%

Shares4.1K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

18.36%

Shares2.3K

Event2026-03-31

Filed2026-04-27

PARKER-HANNIFIN CORP

0.82%

Shares734

Event2026-03-31

Filed2026-04-27

PNC

PNC FINL SVCS GROUP INC

4.75%

Shares3.2K

Event2026-03-31

Filed2026-04-27

DEERE & CO

0.43%

Shares1.2K

Event2026-03-31

Filed2026-04-27

NOC

NORTHROP GRUMMAN CORP

-14.34%

Shares950

Event2026-03-31

Filed2026-04-27

MTUM

ISHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-27

UNH

UNITEDHEALTH GROUP INC

-6.10%

Shares2.3K

Event2026-03-31

Filed2026-04-27

TJX

TJX COS INC NEW

4.01%

Shares3.9K

Event2026-03-31

Filed2026-04-27

DFUV

DIMENSIONAL ETF TRUST

-5.08%

Shares12.9K

Event2026-03-31

Filed2026-04-27

VBR

VANGUARD INDEX FDS

1.34%

Shares2.9K

Event2026-03-31

Filed2026-04-27

DIS

DISNEY WALT CO

1.94%

Shares6.4K

Event2026-03-31

Filed2026-04-27

AMT

AMERICAN TOWER CORP

1.60%

Shares3.6K

Event2026-03-31

Filed2026-04-27

AXP

AMERICAN EXPRESS CO

-6.10%

Shares2.0K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

14.60%

Shares2.3K

Event2026-03-31

Filed2026-04-27

NEE

NEXTERA ENERGY INC

5.57%

Shares6.5K

Event2026-03-31

Filed2026-04-27

MCD

MCDONALDS CORP

-3.16%

Shares1.9K

Event2026-03-31

Filed2026-04-27

CHUBB LTD SWITZ

-15.21%

Shares1.8K

Event2026-03-31

Filed2026-04-27

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-27

AMD

ADVANCED MICRO DEVICES INC

9.92%

Shares2.8K

Event2026-03-31

Filed2026-04-27

JKHY

HENRY JACK & ASSOC INC

0.50%

Shares3.6K

Event2026-03-31

Filed2026-04-27

WMB

WILLIAMS COS INC

0.61%

Shares7.9K

Event2026-03-31

Filed2026-04-27

IWO

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-27

VYM

VANGUARD WHITEHALL FDS

-16.58%

Shares3.7K

Event2026-03-31

Filed2026-04-27

VIG

VANGUARD SPECIALIZED FUNDS

-6.29%

Shares2.6K

Event2026-03-31

Filed2026-04-27

TOTALENERGIES SE

-0.53%

Shares6.1K

Event2026-03-31

Filed2026-04-27

RCL

ROYAL CARIBBEAN GROUP

1.57%

Shares2.0K

Event2026-03-31

Filed2026-04-27

MMM

3M CO

-2.95%

Shares3.8K

Event2026-03-31

Filed2026-04-27

GOLDMAN SACHS GROUP INC

2.40%

Shares641

Event2026-03-31

Filed2026-04-27

INVESCO EXCH TRADED FD TR II

-4.32%

Shares7.3K

Event2026-03-31

Filed2026-04-27

J P MORGAN EXCHANGE TRADED F

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-27

CRM

SALESFORCE INC

-0.11%

Shares2.8K

Event2026-03-31

Filed2026-04-27

LOW

LOWES COS INC

9.37%

Shares2.2K

Event2026-03-31

Filed2026-04-27

FBCG

FIDELITY COVINGTON TRUST

-2.19%

Shares10.2K

Event2026-03-31

Filed2026-04-27

DHR

DANAHER CORP DEL

-9.99%

Shares2.7K

Event2026-03-31

Filed2026-04-27

SCHW

SCHWAB CHARLES CORP

99.40%

Shares5.4K

Event2026-03-31

Filed2026-04-27

AME

AMETEK INC

-2.42%

Shares2.3K

Event2026-03-31

Filed2026-04-27

CEG

CONSTELLATION ENERGY CORP

-2.79%

Shares1.8K

Event2026-03-31

Filed2026-04-27

ETHO

AMPLIFY ETF TR

-10.26%

Shares7.4K

Event2026-03-31

Filed2026-04-27

HLT

HILTON WORLDWIDE HLDGS INC

2.23%

Shares1.6K

Event2026-03-31

Filed2026-04-27

CITIGROUP INC

18.83%

Shares4.2K

Event2026-03-31

Filed2026-04-27

LHX

L3HARRIS TECHNOLOGIES INC

5.56%

Shares1.4K

Event2026-03-31

Filed2026-04-27

XLK

SELECT SECTOR SPDR TR

-20.28%

Shares3.6K

Event2026-03-31

Filed2026-04-27

MEDTRONIC PLC

-2.05%

Shares5.5K

Event2026-03-31

Filed2026-04-27

VTV

VANGUARD INDEX FDS

-12.33%

Shares2.4K

Event2026-03-31

Filed2026-04-27

KEYS

KEYSIGHT TECHNOLOGIES INC

-12.32%

Shares1.6K

Event2026-03-31

Filed2026-04-27

QCOM

QUALCOMM INC

-16.20%

Shares3.6K

Event2026-03-31

Filed2026-04-27

LMT

LOCKHEED MARTIN CORP

3.38%

Shares764

Event2026-03-31

Filed2026-04-27

UNP

UNION PAC CORP

4.94%

Shares1.8K

Event2026-03-31

Filed2026-04-27

ACWI

ISHARES TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-27

CARR

CARRIER GLOBAL CORPORATION

11.08%

Shares7.9K

Event2026-03-31

Filed2026-04-27

URI

UNITED RENTALS INC

6.54%

Shares603

Event2026-03-31

Filed2026-04-27

CSX

CSX CORP

-28.67%

Shares10.6K

Event2026-03-31

Filed2026-04-27

XLF

SELECT SECTOR SPDR TR

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-27

NUE

NUCOR CORP

1.44%

Shares2.5K

Event2026-03-31

Filed2026-04-27

GRMN

GARMIN LTD

-9.93%

Shares1.8K

Event2026-03-31

Filed2026-04-27

TMO

THERMO FISHER SCIENTIFIC INC

5.91%

Shares860

Event2026-03-31

Filed2026-04-27

ISRG

INTUITIVE SURGICAL INC

0.77%

Shares917

Event2026-03-31

Filed2026-04-27

INTC

INTEL CORP

0.52%

Shares9.5K

Event2026-03-31

Filed2026-04-27

ABNB

AIRBNB INC

-9.09%

Shares3.3K

Event2026-03-31

Filed2026-04-27

LINDE PLC

24.33%

Shares838

Event2026-03-31

Filed2026-04-27

GWW

WW GRAINGER INC

5.03%

Shares376

Event2026-03-31

Filed2026-04-27

UDOW

PROSHARES TR

New

Shares8.0K

Event2026-03-31

Filed2026-04-27

SYK

STRYKER CORPORATION

-14.77%

Shares1.2K

Event2026-03-31

Filed2026-04-27

DOLLAR GEN CORP

0.36%

Shares3.4K

Event2026-03-31

Filed2026-04-27

ICOW

PACER FDS TR

-1.88%

Shares9.4K

Event2026-03-31

Filed2026-04-27

FIX

COMFORT SYS USA INC

-24.87%

Shares290

Event2026-03-31

Filed2026-04-27

SPEM

SPDR INDEX SHS FDS

1.46%

Shares8.5K

Event2026-03-31

Filed2026-04-27

TXT

TEXTRON INC

0.27%

Shares4.5K

Event2026-03-31

Filed2026-04-27

TRP

TC ENERGY CORP

-2.99%

Shares6.2K

Event2026-03-31

Filed2026-04-27

WFC

WELLS FARGO & CO

-2.85%

Shares4.9K

Event2026-03-31

Filed2026-04-27

VGIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-27

VRTX

VERTEX PHARMACEUTICALS INC

4.98%

Shares864

Event2026-03-31

Filed2026-04-27

ADP

AUTOMATIC DATA PROCESSING IN

13.83%

Shares1.9K

Event2026-03-31

Filed2026-04-27

EATON CORP PLC

-17.63%

Shares1.1K

Event2026-03-31

Filed2026-04-27

JPIE

J P MORGAN EXCHANGE TRADED F

-8.60%

Shares8.1K

Event2026-03-31

Filed2026-04-27

CWI

SPDR INDEX SHS FDS

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-27

VRT

VERTIV HOLDINGS CO

4.59%

Shares1.5K

Event2026-03-31

Filed2026-04-27

DBC

INVESCO DB COMMDY INDX TRCK

0.67%

Shares12.6K

Event2026-03-31

Filed2026-04-27

VHT

VANGUARD WORLD FD

-17.72%

Shares1.3K

Event2026-03-31

Filed2026-04-27

GILD

GILEAD SCIENCES INC

-1.67%

Shares2.6K

Event2026-03-31

Filed2026-04-27

GNR

SPDR INDEX SHS FDS

0.76%

Shares4.8K

Event2026-03-31

Filed2026-04-27

TIP

ISHARES TR

-20.38%

Shares3.2K

Event2026-03-31

Filed2026-04-27

COP

CONOCOPHILLIPS

4.67%

Shares2.7K

Event2026-03-31

Filed2026-04-27

ATO

ATMOS ENERGY CORP

1.34%

Shares1.9K

Event2026-03-31

Filed2026-04-27

MAIN

MAIN STR CAP CORP

-0.23%

Shares6.5K

Event2026-03-31

Filed2026-04-27

OXY

OCCIDENTAL PETE CORP

1.95%

Shares5.2K

Event2026-03-31

Filed2026-04-27

RPM

RPM INTL INC

4.17%

Shares3.4K

Event2026-03-31

Filed2026-04-27

J P MORGAN EXCHANGE TRADED F

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-27

HEI.A

HEICO CORP NEW

-7.67%

Shares1.6K

Event2026-03-31

Filed2026-04-27

WEC ENERGY GROUP INC

2.02%

Shares2.9K

Event2026-03-31

Filed2026-04-27

TQQQ

PROSHARES TR

New

Shares8.0K

Event2026-03-31

Filed2026-04-27

COLGATE PALMOLIVE CO

1.22%

Shares3.9K

Event2026-03-31

Filed2026-04-27

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-27

TGT

TARGET CORP

-5.90%

Shares2.7K

Event2026-03-31

Filed2026-04-27

QSR

RESTAURANT BRANDS INTL INC

0.37%

Shares4.4K

Event2026-03-31

Filed2026-04-27

WASTE MGMT INC DEL

-5.37%

Shares1.4K

Event2026-03-31

Filed2026-04-27

BWX

SPDR SERIES TRUST

-0.43%

Shares14.6K

Event2026-03-31

Filed2026-04-27

SPYI

NEOS ETF TRUST

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-27

BBEU

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-27

CTVA

CORTEVA INC

3.73%

Shares3.7K

Event2026-03-31

Filed2026-04-27

TRMB

TRIMBLE INC

2.70%

Shares4.7K

Event2026-03-31

Filed2026-04-27

MORGAN STANLEY

-3.62%

Shares1.8K

Event2026-03-31

Filed2026-04-27

APH

AMPHENOL CORP

1.71%

Shares2.4K

Event2026-03-31

Filed2026-04-27

JCI

JOHNSON CONTROLS INTERNATION

3.98%

Shares2.3K

Event2026-03-31

Filed2026-04-27

SPGI

S&P GLOBAL INC

-16.30%

Shares688

Event2026-03-31

Filed2026-04-27

STRL

STERLING INFRASTRUCTURE INC

-1.64%

Shares718

Event2026-03-31

Filed2026-04-27

AGG

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-27

FAST

FASTENAL CO

2.98%

Shares6.2K

Event2026-03-31

Filed2026-04-27

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares9.3K

Event2026-03-31

Filed2026-04-27

MMC

MARSH & MCLENNAN COS INC

-9.03%

Shares1.6K

Event2026-03-31

Filed2026-04-27

DEUTSCHE BK AG

-6.61%

Shares9.6K

Event2026-03-31

Filed2026-04-27

SAP

SAP SE

-7.58%

Shares1.6K

Event2026-03-31

Filed2026-04-27

ALLIANCEBERNSTEIN HLDG L P

-2.03%

Shares7.5K

Event2026-03-31

Filed2026-04-27

LQD

ISHARES TR

New

Shares2.6K

Event2026-03-31

Filed2026-04-27

ICE

INTERCONTINENTAL EXCHANGE IN

2.78%

Shares1.8K

Event2026-03-31

Filed2026-04-27

SNA

SNAP ON INC

15.32%

Shares768

Event2026-03-31

Filed2026-04-27

BUD

ANHEUSER BUSCH INBEV SA NV

3.19%

Shares4.0K

Event2026-03-31

Filed2026-04-27

ARISTA NETWORKS INC

-4.32%

Shares2.3K

Event2026-03-31

Filed2026-04-27

TMUS

T-MOBILE US INC

0.23%

Shares1.3K

Event2026-03-31

Filed2026-04-27

TXN

TEXAS INSTRS INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-27

BBAX

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-27

EMR

EMERSON ELEC CO

0.19%

Shares2.1K

Event2026-03-31

Filed2026-04-27

PCAR

PACCAR INC

6.10%

Shares2.3K

Event2026-03-31

Filed2026-04-27

ADSK

AUTODESK INC

-13.53%

Shares1.1K

Event2026-03-31

Filed2026-04-27

SJM

SMUCKER J M CO

-2.33%

Shares2.7K

Event2026-03-31

Filed2026-04-27

BANK NEW YORK MELLON CORP

5.65%

Shares2.2K

Event2026-03-31

Filed2026-04-27

ULTA

ULTA BEAUTY INC

2.25%

Shares500

Event2026-03-31

Filed2026-04-27

GII

SPDR INDEX SHS FDS

New

Shares3.4K

Event2026-03-31

Filed2026-04-27

ADI

ANALOG DEVICES INC

New

Shares814

Event2026-03-31

Filed2026-04-27

NVS

NOVARTIS AG

-3.26%

Shares1.7K

Event2026-03-31

Filed2026-04-27

ACCENTURE PLC IRELAND

-14.59%

Shares1.3K

Event2026-03-31

Filed2026-04-27

BWA

BORGWARNER INC

2.46%

Shares4.7K

Event2026-03-31

Filed2026-04-27

PWR

QUANTA SVCS INC

New

Shares464

Event2026-03-31

Filed2026-04-27

CMI

CUMMINS INC

7.06%

Shares470

Event2026-03-31

Filed2026-04-27

NKE

NIKE INC

-15.03%

Shares4.8K

Event2026-03-31

Filed2026-04-27

NOW

SERVICENOW INC

30.87%

Shares2.4K

Event2026-03-31

Filed2026-04-27

SNDK

SANDISK CORP

New

Shares395

Event2026-03-31

Filed2026-04-27

IWR

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-27

AON PLC

-5.75%

Shares771

Event2026-03-31

Filed2026-04-27

FVD

FIRST TR EXCHANGE-TRADED FD

-2.80%

Shares5.3K

Event2026-03-31

Filed2026-04-27

GLW

CORNING INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-27

UBER

UBER TECHNOLOGIES INC

19.58%

Shares3.4K

Event2026-03-31

Filed2026-04-27

BLACKROCK INC

-7.94%

Shares255

Event2026-03-31

Filed2026-04-27

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares395

Event2026-03-31

Filed2026-04-27

IWD

ISHARES TR

0.09%

Shares1.1K

Event2026-03-31

Filed2026-04-27

DUKE ENERGY CORP NEW

New

Shares1.9K

Event2026-03-31

Filed2026-04-27

CME

CME GROUP INC

New

Shares820

Event2026-03-31

Filed2026-04-27

THE CIGNA GROUP

-18.44%

Shares907

Event2026-03-31

Filed2026-04-27

CURTISS WRIGHT CORP

-28.92%

Shares354

Event2026-03-31

Filed2026-04-27

IBIT

ISHARES BITCOIN TRUST ETF

-5.57%

Shares6.2K

Event2026-03-31

Filed2026-04-27

HIG

HARTFORD INSURANCE GROUP INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-27

MCK

MCKESSON CORP

New

Shares274

Event2026-03-31

Filed2026-04-27

EXC

EXELON CORP

4.79%

Shares4.8K

Event2026-03-31

Filed2026-04-27

MYCJ

SSGA ACTIVE TR

New

Shares9.5K

Event2026-03-31

Filed2026-04-27

NSC

NORFOLK SOUTHN CORP

-6.70%

Shares822

Event2026-03-31

Filed2026-04-27

SBUX

STARBUCKS CORP

7.08%

Shares2.6K

Event2026-03-31

Filed2026-04-27

YUM

YUM BRANDS INC

1.75%

Shares1.5K

Event2026-03-31

Filed2026-04-27

XLV

SELECT SECTOR SPDR TR

-14.97%

Shares1.6K

Event2026-03-31

Filed2026-04-27

SOUTHERN CO

New

Shares2.4K

Event2026-03-31

Filed2026-04-27

ORLY

OREILLY AUTOMOTIVE INC

-4.58%

Shares2.5K

Event2026-03-31

Filed2026-04-27

ITW

ILLINOIS TOOL WKS INC

6.85%

Shares889

Event2026-03-31

Filed2026-04-27

BSX

BOSTON SCIENTIFIC CORP

1.43%

Shares3.7K

Event2026-03-31

Filed2026-04-27

AWK

AMERICAN WTR WKS CO INC NEW

1.32%

Shares1.7K

Event2026-03-31

Filed2026-04-27

FTGC

FIRST TR EXCHANGE TRAD FD VI

New

Shares8.0K

Event2026-03-31

Filed2026-04-27

TRV

TRAVELERS COMPANIES INC

3.56%

Shares785

Event2026-03-31

Filed2026-04-27

NVT

NVENT ELEC PLC

New

Shares1.9K

Event2026-03-31

Filed2026-04-27

SPYX

SPDR SERIES TRUST

-2.91%

Shares4.3K

Event2026-03-31

Filed2026-04-27

WBD

WARNER BROS DISCOVERY INC

-1.65%

Shares8.1K

Event2026-03-31

Filed2026-04-27

MSI

MOTOROLA SOLUTIONS INC

New

Shares502

Event2026-03-31

Filed2026-04-27

EME

EMCOR GROUP INC

New

Shares293

Event2026-03-31

Filed2026-04-27

ALTRIA GROUP INC

New

Shares3.2K

Event2026-03-31

Filed2026-04-27

CMCSA

COMCAST CORP NEW

-17.35%

Shares7.4K

Event2026-03-31

Filed2026-04-27

XLC

SELECT SECTOR SPDR TR

-4.16%

Shares1.9K

Event2026-03-31

Filed2026-04-27

EQIX

EQUINIX INC

New

Shares216

Event2026-03-31

Filed2026-04-27

ADBE

ADOBE INC

-7.68%

Shares865

Event2026-03-31

Filed2026-04-27

RYAAY

RYANAIR HOLDINGS PLC

0.81%

Shares3.6K

Event2026-03-31

Filed2026-04-27

AEP

AMERICAN ELEC PWR CO INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-27

GENERAL DYNAMICS CORP

-8.97%

Shares609

Event2026-03-31

Filed2026-04-27

MGC

VANGUARD WORLD FD

7.78%

Shares873

Event2026-03-31

Filed2026-04-27

CTRA

COTERRA ENERGY INC

-30.69%

Shares5.9K

Event2026-03-31

Filed2026-04-27

ELV

ELEVANCE HEALTH INC FORMERLY

-14.39%

Shares702

Event2026-03-31

Filed2026-04-27

VOE

VANGUARD INDEX FDS

New

Shares1.1K

Event2026-03-31

Filed2026-04-27

AES

AES CORP

-44.88%

Shares11.7K

Event2026-03-31

Filed2026-04-27

FORD MTR CO

-0.02%

Shares10.9K

Event2026-03-31

Filed2026-04-27

WEN

WENDYS CO

0.49%

Shares16.6K

Event2026-03-31

Filed2026-04-27

SNDL INC

0.00%

Shares20.0K

Event2026-03-31

Filed2026-04-27

MVIS

MICROVISION INC DEL

135.77%

Shares30.6K

Event2026-03-31

Filed2026-04-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

NVDA Put PutNVIDIA CORPORATION16.0K sharesnew addition2026-03-312026-04-27

NVDA Put

NVIDIA CORPORATION

New

Shares16.0K

Event2026-03-31

Filed2026-04-27