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The Analysis of Glen Eagle Advisors, LLC's Holdings & P&L

Currently, Glen Eagle Advisors, LLC holds 1021 types of securities in its portfolio with a total value $713.9M. In the most recent quarter, they have increased their positions in NOBL (+95.3K shares, valued at $10.1M), SPTS (+288.0K shares, valued at $8.4M), IQLT (+144.5K shares, valued at $6.7M); decreased their positions in GLD (-12.4K shares, valued at $5.3M), BUFT (-215.1K shares, valued at $5.3M), SPMD (-63.5K shares, valued at $3.8M); initiated new positions in STWD (+10.1K shares, valued at $173.9K), MLN (+5.2K shares, valued at $91.5K), FMHI (+1.9K shares, valued at $91.1K).

1M P&L

+12.3M+1.81%

3M P&L

-28.2M-3.91%

HY P&L

-946.9K-0.14%

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/A391.5M

60.3%

2Drug Manufacturers - General34.0M

5.2%

3Software - Infrastructure32.0M

4.9%

Top Industries by Stock Count

1N/A385 stocks

38.5%

2Banks - Regional40 stocks

4.0%

3Software - Application25 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DGRW WISDOMTREE TR510.1K shares-0.95%2026-03-312026-05-15

SPY SPDR S&P 500 ETF TR55.4K shares-1.94%2026-03-312026-05-15

BKAG BNY MELLON ETF TRUST716.4K shares8.54%2026-03-312026-05-15

JNJ JOHNSON &JOHNSON112.4K shares-0.69%2026-03-312026-05-15

NOBL PROSHARES TR256.1K shares59.25%2026-03-312026-05-15

NVDA NVIDIA CORPORATION147.4K shares-3.51%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T121.1K shares-4.97%2026-03-312026-05-15

MSFT MICROSOFT CORP55.3K shares-1.37%2026-03-312026-05-15

Sponsored

BUFT FIRST TR EXCHNG TRADED FD VI816.3K shares-20.86%2026-03-312026-05-15

SPTS SPDR SER TR636.1K shares82.75%2026-03-312026-05-15

AAPL APPLE INC54.8K shares-2.34%2026-03-312026-05-15

BALT INNOVATOR ETFS TRUST410.7K shares9.17%2026-03-312026-05-15

IVV ISHARES TR19.0K shares-6.41%2026-03-312026-05-15

WMT WALMART INC97.9K shares-6.24%2026-03-312026-05-15

AMZN AMAZON COM INC56.7K shares-4.24%2026-03-312026-05-15

BROADCOM INC BROADCOM INC32.0K shares-1.86%2026-03-312026-05-15

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL19.9K shares2.52%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR16.4K shares-3.48%2026-03-312026-05-15

V VISA INC30.4K shares4.35%2026-03-312026-05-15

VTI VANGUARD INDEX FDS27.6K shares0.66%2026-03-312026-05-15

ALPHABET INC ALPHABET INC29.5K shares0.67%2026-03-312026-05-15

SPYG SPDR SER TR74.0K shares-21.65%2026-03-312026-05-15

NEE NEXTERA ENERGY INC74.3K shares-6.37%2026-03-312026-05-15

IQLT ISHARES TR144.9K shares39812.40%2026-03-312026-05-15

Sponsored

VUG VANGUARD INDEX FDS14.9K shares-6.95%2026-03-312026-05-15

TJX TJX COS INC NEW40.0K shares-5.36%2026-03-312026-05-15

WM WASTE MGMT INC DEL24.7K shares-5.09%2026-03-312026-05-15

ITOT ISHARES TR37.8K shares-0.11%2026-03-312026-05-15

EFA ISHARES TR52.7K shares-37.49%2026-03-312026-05-15

JPM JPMORGAN CHASE &CO17.3K shares2.49%2026-03-312026-05-15

DGRO ISHARES TR71.7K shares-6.09%2026-03-312026-05-15

ABBV ABBVIE INC21.2K shares0.58%2026-03-312026-05-15

Sponsored

VYM VANGUARD WHITEHALL FDS30.4K shares-0.24%2026-03-312026-05-15

IVE ISHARES TR19.3K shares-4.38%2026-03-312026-05-15

EPI WISDOMTREE TR97.5K shares-4.52%2026-03-312026-05-15

MDY SPDR S&P MIDCAP 400 ETF TR6.3K shares-1.09%2026-03-312026-05-15

QLTA ISHARES TR78.9K shares20.00%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS17.1K shares0.19%2026-03-312026-05-15

SPYV SPDR SER TR60.4K shares-2.83%2026-03-312026-05-15

CAT CATERPILLAR INC4.7K shares3.28%2026-03-312026-05-15

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP15.5K shares-3.35%2026-03-312026-05-15

LLY ELI LILLY &CO3.5K shares-6.15%2026-03-312026-05-15

COST COSTCO WHSL CORP NEW3.2K shares-6.53%2026-03-312026-05-15

VO VANGUARD INDEX FDS10.9K shares135.08%2026-03-312026-05-15

EMXC ISHARES INC37.3K shares-29.98%2026-03-312026-05-15

COWZ PACER FDS TR45.5K shares-6.83%2026-03-312026-05-15

IJR ISHARES TR22.7K shares3.81%2026-03-312026-05-15

HD HOME DEPOT INC8.5K shares-4.38%2026-03-312026-05-15

Sponsored

XBI SPDR SER TR21.0K shares-1.46%2026-03-312026-05-15

ALPHABET INC ALPHABET INC9.3K shares26.39%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP3.9K shares127.25%2026-03-312026-05-15

BUFF INNOVATOR ETFS TRUST53.4K shares-3.12%2026-03-312026-05-15

EEM ISHARES TR45.1K shares0.88%2026-03-312026-05-15

BUFR FIRST TR EXCHNG TRADED FD VI75.4K shares-1.65%2026-03-312026-05-15

SGOV ISHARES TR25.0K shares0.00%2026-03-312026-05-15

QUAL ISHARES TR12.8K shares-10.67%2026-03-312026-05-15

Sponsored

IWM ISHARES TR9.0K shares-0.38%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS3.7K shares0.19%2026-03-312026-05-15

CSCO CISCO SYS INC28.0K shares0.08%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP7.7K shares3.44%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP3.4K shares-8.40%2026-03-312026-05-15

DES WISDOMTREE TR56.5K shares-3.51%2026-03-312026-05-15

VTEB VANGUARD MUN BD FDS40.1K shares-0.25%2026-03-312026-05-15

TOTL SSGA ACTIVE ETF TR50.1K shares2.03%2026-03-312026-05-15

Sponsored

SPMD SPDR SER TR33.3K shares-65.60%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR21.8K shares2642.14%2026-03-312026-05-15

TSLA TESLA INC5.1K shares-0.59%2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO5.8K shares-0.68%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR10.9K shares-1.69%2026-03-312026-05-15

DVY ISHARES TR11.6K shares0.95%2026-03-312026-05-15

SYK STRYKER CORPORATION5.0K shares-0.79%2026-03-312026-05-15

IGSB ISHARES TR31.5K shares-0.47%2026-03-312026-05-15

Sponsored

XLF SELECT SECTOR SPDR TR33.0K shares-1.11%2026-03-312026-05-15

PSFF PACER FDS TR50.3K shares-0.53%2026-03-312026-05-15

META META PLATFORMS INC2.7K shares-1.86%2026-03-312026-05-15

PG PROCTER AND GAMBLE CO10.7K shares-4.85%2026-03-312026-05-15

MCD MCDONALDS CORP4.9K shares-5.32%2026-03-312026-05-15

GLD SPDR GOLD TR3.6K shares-77.71%2026-03-312026-05-15

L LOEWS CORP14.3K shares13.73%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC1.6K shares-1.92%2026-03-312026-05-15

Sponsored

DE DEERE &CO2.7K shares2.25%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T31.7K shares-5.23%2026-03-312026-05-15

PEG PUBLIC SVC ENTERPRISE GRP IN18.6K shares-3.39%2026-03-312026-05-15

XSOE WISDOMTREE TR37.2K shares-24.15%2026-03-312026-05-15

XOM EXXON MOBIL CORP8.7K shares-1.40%2026-03-312026-05-15

CRM SALESFORCE INC7.8K shares-29.58%2026-03-312026-05-15

AMT AMERICAN TOWER CORP NEW8.3K shares-11.28%2026-03-312026-05-15

VPU VANGUARD WORLD FD7.1K shares0.55%2026-03-312026-05-15

Sponsored

CHKP CHECK POINT SOFTWARE TECH LT9.6K shares-44.74%2026-03-312026-05-15

BSX BOSTON SCIENTIFIC CORP21.6K shares63.31%2026-03-312026-05-15

SO SOUTHERN CO13.6K shares-1.26%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR9.7K shares-5.79%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC25.5K shares-1.04%2026-03-312026-05-15

FTNT FORTINET INC15.6K shares15481.00%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F16.9K shares-6.48%2026-03-312026-05-15

VYMI VANGUARD WHITEHALL FDS13.2K shares65.55%2026-03-312026-05-15

Sponsored

T AT&T INC42.9K shares-4.25%2026-03-312026-05-15

SFLR INNOVATOR ETFS TRUST35.1K shares0.00%2026-03-312026-05-15

DDEC FIRST TR EXCHNG TRADED FD VI27.9K shares-7.29%2026-03-312026-05-15

GEV GE VERNOVA INC1.4K shares14.33%2026-03-312026-05-15

JUNM FIRST TR EXCHNG TRADED FD VI33.7K shares-0.15%2026-03-312026-05-15

IDXX IDEXX LABS INC2.1K shares6753.33%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.8K shares-18.13%2026-03-312026-05-15

NFLX NETFLIX INC11.7K shares-18.75%2026-03-312026-05-15

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD3.2K shares1.93%2026-03-312026-05-15

DMAR FIRST TR EXCHNG TRADED FD VI25.7K shares0.39%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR35.3K shares1351.62%2026-03-312026-05-15

FLRN SPDR SER TR34.1K shares-1.12%2026-03-312026-05-15

SHEL SHELL PLC11.1K shares-4.43%2026-03-312026-05-15

PHO INVESCO EXCHANGE TRADED FD T15.3K shares-5.03%2026-03-312026-05-15

KO COCA COLA CO13.0K shares0.06%2026-03-312026-05-15

MERCK &CO INC MERCK &CO INC8.2K shares3.84%2026-03-312026-05-15

Sponsored

SPDW SPDR INDEX SHS FDS21.5K shares-65.16%2026-03-312026-05-15

RGEN REPLIGEN CORP8.3K shares0.00%2026-03-312026-05-15

RTX RTX CORPORATION4.9K shares-0.40%2026-03-312026-05-15

BUFZ FIRST TR EXCHNG TRADED FD VI35.7K shares-76.27%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR15.0K shares-18.86%2026-03-312026-05-15

ITB ISHARES TR9.8K shares-2.59%2026-03-312026-05-15

XT ISHARES TR12.8K shares-3.13%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F15.9K shares-5.33%2026-03-312026-05-15

Sponsored

PYLD PIMCO ETF TR32.6K shares9.74%2026-03-312026-05-15

IJH ISHARES TR12.4K shares-2.56%2026-03-312026-05-15

SMH VANECK ETF TRUST2.2K shares2.00%2026-03-312026-05-15

CALF PACER FDS TR18.6K shares-12.73%2026-03-312026-05-15

LHX L3HARRIS TECHNOLOGIES INC2.4K shares-7.58%2026-03-312026-05-15

XLB SELECT SECTOR SPDR TR16.5K shares-1.96%2026-03-312026-05-15

JULM FIRST TR EXCHNG TRADED FD VI24.4K shares0.00%2026-03-312026-05-15

VGK VANGUARD INTL EQUITY INDEX F9.8K shares3.38%2026-03-312026-05-15

Sponsored

EATON CORP PLC EATON CORP PLC2.2K shares5664.10%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC5.4K shares14.39%2026-03-312026-05-15

SDY SPDR SER TR5.4K shares-2.60%2026-03-312026-05-15

CVX CHEVRON CORP NEW3.7K shares6.55%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.8K shares-1.91%2026-03-312026-05-15

PEP PEPSICO INC4.8K shares-5.44%2026-03-312026-05-15

SPHQ INVESCO EXCHANGE TRADED FD T9.6K shares0.00%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC8.3K shares5.51%2026-03-312026-05-15

Sponsored

LOW LOWES COS INC2.9K shares0.03%2026-03-312026-05-15

GENERAL ELECTRIC CO GENERAL ELECTRIC CO2.4K shares-11.65%2026-03-312026-05-15

PLD PROLOGIS INC.5.2K shares-11.12%2026-03-312026-05-15

DLN WISDOMTREE TR7.6K shares0.15%2026-03-312026-05-15

XAR SPDR SER TR2.6K shares0.38%2026-03-312026-05-15

IWF ISHARES TR1.6K shares0.00%2026-03-312026-05-15

VTV VANGUARD INDEX FDS3.4K shares1.61%2026-03-312026-05-15

NDAQ NASDAQ INC7.9K shares9.12%2026-03-312026-05-15

Sponsored

IJK ISHARES TR6.6K shares3.37%2026-03-312026-05-15

VV VANGUARD INDEX FDS2.2K shares-0.45%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS2.7K shares1.56%2026-03-312026-05-15

BKIE BNY MELLON ETF TRUST7.1K shares-7.52%2026-03-312026-05-15

AGG ISHARES TR6.5K shares50.84%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR4.4K shares2.93%2026-03-312026-05-15

SHY ISHARES TR7.7K shares-4.53%2026-03-312026-05-15

AUGM FIRST TR EXCHNG TRADED FD VI18.7K shares-0.16%2026-03-312026-05-15

Sponsored

FQAL FIDELITY COVINGTON TRUST8.7K shares-6.48%2026-03-312026-05-15

BA BOEING CO3.1K shares23.36%2026-03-312026-05-15

AMGN AMGEN INC1.7K shares2.16%2026-03-312026-05-15

PFE PFIZER INC21.7K shares-10.00%2026-03-312026-05-15

O REALTY INCOME CORP9.9K shares0.25%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC5.3K shares-2.92%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC5.1K shares-56.38%2026-03-312026-05-15

CIBR FIRST TR EXCHANGE TRADED FD8.8K shares2.45%2026-03-312026-05-15

Sponsored

CPB CAMPBELL SOUP CO24.5K shares1611.85%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC643 shares14.41%2026-03-312026-05-15

AMAT APPLIED MATLS INC1.6K shares44.82%2026-03-312026-05-15

IETC ISHARES U S ETF TR6.1K shares1.02%2026-03-312026-05-15

FCOR FIDELITY MERRIMACK STR TR11.4K shares-0.69%2026-03-312026-05-15

MA MASTERCARD INCORPORATED1.1K shares30.68%2026-03-312026-05-15

WTS WATTS WATER TECHNOLOGIES INC1.8K shares85.11%2026-03-312026-05-15

LNG CHENIERE ENERGY INC1.8K shares2.14%2026-03-312026-05-15

Sponsored

ILDR FIRST TR EXCHNG TRADED FD VI17.1K shares-39.10%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC1.9K shares-23.71%2026-03-312026-05-15

SLV ISHARES SILVER TR7.4K shares-32.63%2026-03-312026-05-15

NRG NRG ENERGY INC3.4K shares-1.76%2026-03-312026-05-15

ABT ABBOTT LABS4.8K shares-4.04%2026-03-312026-05-15

BDX BECTON DICKINSON &CO3.1K shares-2.38%2026-03-312026-05-15

ZSEP INNOVATOR ETFS TRUST18.1K shares-0.92%2026-03-312026-05-15

IJT ISHARES TR3.3K shares-3.63%2026-03-312026-05-15

Sponsored

CWB SPDR SER TR5.2K shares0.00%2026-03-312026-05-15

MCK MCKESSON CORP552 shares28.67%2026-03-312026-05-15

BOND PIMCO ETF TR5.2K shares0.00%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC1.5K shares0.00%2026-03-312026-05-15

DFEB FIRST TR EXCHNG TRADED FD VI9.4K shares-1.70%2026-03-312026-05-15

NEA NUVEEN AMT FREE QLTY MUN INC38.5K shares-9.45%2026-03-312026-05-15

ARCC ARES CAPITAL CORP23.7K shares474.32%2026-03-312026-05-15

VXUS VANGUARD STAR FDS5.5K shares259.32%2026-03-312026-05-15

Sponsored

MTUM ISHARES TR1.8K shares-20.24%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC856 shares0.00%2026-03-312026-05-15

BAR GRANITESHARES GOLD TR9.1K shares0.00%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST10.8K shares0.00%2026-03-312026-05-15

PHM PULTE GROUP INC3.6K shares-5.72%2026-03-312026-05-15

IVW ISHARES TR3.7K shares0.00%2026-03-312026-05-15

NOW SERVICENOW INC4.0K shares-56.25%2026-03-312026-05-15

NOVM FIRST TR EXCHNG TRADED FD VI12.7K shares0.00%2026-03-312026-05-15

Sponsored

FAUG FIRST TR EXCHNG TRADED FD VI8.0K shares0.00%2026-03-312026-05-15

MS MORGAN STANLEY2.5K shares22.56%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS4.6K shares-2.04%2026-03-312026-05-15

CGW INVESCO EXCH TRADED FD TR II6.3K shares-3.81%2026-03-312026-05-15

NUE NUCOR CORP2.4K shares0.00%2026-03-312026-05-15

IWD ISHARES TR1.9K shares0.00%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS5.4K shares128.37%2026-03-312026-05-15

ZMAR INNOVATOR ETFS TRUST14.5K shares-3.60%2026-03-312026-05-15

Sponsored

QCOM QUALCOMM INC3.1K shares8.72%2026-03-312026-05-15

IEMG ISHARES INC5.6K shares6.66%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR8.4K shares-1.56%2026-03-312026-05-15

LQD ISHARES TR3.5K shares129.45%2026-03-312026-05-15

ORCL ORACLE CORP2.6K shares-6.73%2026-03-312026-05-15

EMQQ EXCHANGE TRADED CONCEPTS TRU11.1K shares0.59%2026-03-312026-05-15

WTRG ESSENTIAL UTILS INC9.1K shares-1.09%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE IN2.3K shares0.00%2026-03-312026-05-15

Sponsored

ZJUL INNOVATOR ETFS TRUST12.5K shares0.00%2026-03-312026-05-15

FTAI AVIATION LTD FTAI AVIATION LTD1.5K shares-6.33%2026-03-312026-05-15

TIP ISHARES TR3.3K shares-6.06%2026-03-312026-05-15

E ENI S P A6.3K shares0.00%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN1.8K shares-2.23%2026-03-312026-05-15

SYY SYSCO CORP4.9K shares-0.80%2026-03-312026-05-15

IAI ISHARES TR2.1K shares0.00%2026-03-312026-05-15

IEFA ISHARES TR3.7K shares0.00%2026-03-312026-05-15

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F5.8K shares7.65%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO5.4K shares-6.30%2026-03-312026-05-15

FOCT FIRST TR EXCHNG TRADED FD VI6.7K shares0.00%2026-03-312026-05-15

XOP SPDR SER TR1.8K shares-7.87%2026-03-312026-05-15

FJUN FIRST TR EXCHNG TRADED FD VI5.6K shares0.00%2026-03-312026-05-15

XLP SELECT SECTOR SPDR TR3.8K shares0.00%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS4.9K shares9.35%2026-03-312026-05-15

VGT VANGUARD WORLD FD431 shares-12.22%2026-03-312026-05-15

Sponsored

AFL AFLAC INC2.7K shares0.00%2026-03-312026-05-15

ITA ISHARES TR1.4K shares0.00%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR2.7K shares0.37%2026-03-312026-05-15

UNP UNION PAC CORP1.2K shares-14.28%2026-03-312026-05-15

IXJ ISHARES TR3.1K shares-6.13%2026-03-312026-05-15

EWJ ISHARES INC3.4K shares-4.38%2026-03-312026-05-15

AWK AMERICAN WTR WKS CO INC NEW2.1K shares7.96%2026-03-312026-05-15

INTC INTEL CORP6.2K shares0.00%2026-03-312026-05-15

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DIS DISNEY WALT CO2.8K shares-9.45%2026-03-312026-05-15

CVS CVS HEALTH CORP3.7K shares-3.65%2026-03-312026-05-15

PFF ISHARES TR8.6K shares-9.83%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC1.3K shares18.08%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC965 shares0.00%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS3.2K shares-2.53%2026-03-312026-05-15

HON HONEYWELL INTL INC1.1K shares-7.00%2026-03-312026-05-15

VHT VANGUARD WORLD FD913 shares0.11%2026-03-312026-05-15

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MU MICRON TECHNOLOGY INC736 shares36.04%2026-03-312026-05-15

BAC BANK AMERICA CORP5.0K shares0.04%2026-03-312026-05-15

FHLC FIDELITY COVINGTON TRUST3.4K shares-5.12%2026-03-312026-05-15

BMI BADGER METER INC1.6K shares0.00%2026-03-312026-05-15

PIO INVESCO EXCH TRADED FD TR II5.4K shares0.00%2026-03-312026-05-15

COP CONOCOPHILLIPS1.8K shares0.06%2026-03-312026-05-15

BK BANK NEW YORK MELLON CORP1.9K shares0.00%2026-03-312026-05-15

VB VANGUARD INDEX FDS846 shares-12.06%2026-03-312026-05-15

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VXF VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-05-15

STOT SSGA ACTIVE TR4.6K shares-20.96%2026-03-312026-05-15

YUM YUM BRANDS INC1.4K shares0.00%2026-03-312026-05-15

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GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP601 shares-83.01%2026-03-312026-05-15

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USMV ISHARES TR2.2K shares0.05%2026-03-312026-05-15

ADBE ADOBE INC821 shares-54.01%2026-03-312026-05-15

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FVAL FIDELITY COVINGTON TRUST2.8K shares-0.63%2026-03-312026-05-15

ED CONSOLIDATED EDISON INC1.7K shares-5.47%2026-03-312026-05-15

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SPYM SPDR SER TR2.5K shares9.65%2026-03-312026-05-15

GSK PLC GSK PLC3.5K shares-2.26%2026-03-312026-05-15

VSGX VANGUARD WORLD FD2.7K shares0.00%2026-03-312026-05-15

ZFEB INNOVATOR ETFS TRUST7.6K shares-29.20%2026-03-312026-05-15

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TSCO TRACTOR SUPPLY CO4.1K shares-2.94%2026-03-312026-05-15

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SLB SCHLUMBERGER LTD3.5K shares-14.59%2026-03-312026-05-15

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STWD STARWOOD PPTY TR INC10.1K sharesnew addition2026-03-312026-05-15

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SRLN SSGA ACTIVE ETF TR3.9K shares-9.97%2026-03-312026-05-15

IXUS ISHARES TR1.8K shares13.17%2026-03-312026-05-15

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CMCSA COMCAST CORP NEW5.4K shares-15.88%2026-03-312026-05-15

WFC WELLS FARGO CO NEW1.9K shares0.05%2026-03-312026-05-15

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EMR EMERSON ELEC CO1.1K shares0.09%2026-03-312026-05-15

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VLUE ISHARES TR893 shares-6.88%2026-03-312026-05-15

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WAT WATERS CORP410 shares4000.00%2026-03-312026-05-15

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VDE VANGUARD WORLD FD565 shares7.62%2026-03-312026-05-15

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ROST ROSS STORES INC440 shares3042.86%2026-03-312026-05-15

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UBER UBER TECHNOLOGIES INC789 shares17.76%2026-03-312026-05-15

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IWS ISHARES TR264 shares0.00%2026-03-312026-05-15

SPIB SPDR SER TR1.1K shares0.00%2026-03-312026-05-15

PRESTIGE CONSMR HEALTHCARE I PRESTIGE CONSMR HEALTHCARE I645 shares0.00%2026-03-312026-05-15

WAB WABTEC148 shares0.00%2026-03-312026-05-15

MSI MOTOROLA SOLUTIONS INC85 shares0.00%2026-03-312026-05-15

Sponsored

NATIONAL GRID PLC NATIONAL GRID PLC435 shares-6.25%2026-03-312026-05-15

GWW GRAINGER W W INC34 shares0.00%2026-03-312026-05-15

DLTR DOLLAR TREE INC330 shares0.00%2026-03-312026-05-15

URTH ISHARES INC200 shares0.00%2026-03-312026-05-15

GBTC GRAYSCALE BITCOIN TR BTC677 shares0.00%2026-03-312026-05-15

TXT TEXTRON INC400 shares0.00%2026-03-312026-05-15

PRME PRIME MEDICINE INC10.0K shares0.00%2026-03-312026-05-15

WSO WATSCO INC95 shares-17.39%2026-03-312026-05-15

Sponsored

CB CHUBB LIMITED104 shares0.00%2026-03-312026-05-15

EW EDWARDS LIFESCIENCES CORP425 shares-20.26%2026-03-312026-05-15

BABA ALIBABA GROUP HLDG LTD267 shares-14.70%2026-03-312026-05-15

TT TRANE TECHNOLOGIES PLC80 shares0.00%2026-03-312026-05-15

DGRW

WISDOMTREE TR

-0.95%

Shares510.1K

Event2026-03-31

Filed2026-05-15

SPY

SPDR S&P 500 ETF TR

-1.94%

Shares55.4K

Event2026-03-31

Filed2026-05-15

BKAG

BNY MELLON ETF TRUST

8.54%

Shares716.4K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON &JOHNSON

-0.69%

Shares112.4K

Event2026-03-31

Filed2026-05-15

NOBL

PROSHARES TR

59.25%

Shares256.1K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-3.51%

Shares147.4K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

-4.97%

Shares121.1K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-1.37%

Shares55.3K

Event2026-03-31

Filed2026-05-15

BUFT

FIRST TR EXCHNG TRADED FD VI

-20.86%

Shares816.3K

Event2026-03-31

Filed2026-05-15

SPTS

SPDR SER TR

82.75%

Shares636.1K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-2.34%

Shares54.8K

Event2026-03-31

Filed2026-05-15

BALT

INNOVATOR ETFS TRUST

9.17%

Shares410.7K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

-6.41%

Shares19.0K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-6.24%

Shares97.9K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-4.24%

Shares56.7K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

-1.86%

Shares32.0K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

2.52%

Shares19.9K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-3.48%

Shares16.4K

Event2026-03-31

Filed2026-05-15

VISA INC

4.35%

Shares30.4K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

0.66%

Shares27.6K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.67%

Shares29.5K

Event2026-03-31

Filed2026-05-15

SPYG

SPDR SER TR

-21.65%

Shares74.0K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

-6.37%

Shares74.3K

Event2026-03-31

Filed2026-05-15

IQLT

ISHARES TR

39812.40%

Shares144.9K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

-6.95%

Shares14.9K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

-5.36%

Shares40.0K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

-5.09%

Shares24.7K

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR

-0.11%

Shares37.8K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

-37.49%

Shares52.7K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE &CO

2.49%

Shares17.3K

Event2026-03-31

Filed2026-05-15

DGRO

ISHARES TR

-6.09%

Shares71.7K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

0.58%

Shares21.2K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

-0.24%

Shares30.4K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

-4.38%

Shares19.3K

Event2026-03-31

Filed2026-05-15

EPI

WISDOMTREE TR

-4.52%

Shares97.5K

Event2026-03-31

Filed2026-05-15

MDY

SPDR S&P MIDCAP 400 ETF TR

-1.09%

Shares6.3K

Event2026-03-31

Filed2026-05-15

QLTA

ISHARES TR

20.00%

Shares78.9K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

0.19%

Shares17.1K

Event2026-03-31

Filed2026-05-15

SPYV

SPDR SER TR

-2.83%

Shares60.4K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

3.28%

Shares4.7K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

-3.35%

Shares15.5K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY &CO

-6.15%

Shares3.5K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHSL CORP NEW

-6.53%

Shares3.2K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

135.08%

Shares10.9K

Event2026-03-31

Filed2026-05-15

EMXC

ISHARES INC

-29.98%

Shares37.3K

Event2026-03-31

Filed2026-05-15

COWZ

PACER FDS TR

-6.83%

Shares45.5K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

3.81%

Shares22.7K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

-4.38%

Shares8.5K

Event2026-03-31

Filed2026-05-15

XBI

SPDR SER TR

-1.46%

Shares21.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

26.39%

Shares9.3K

Event2026-03-31

Filed2026-05-15

NOC

NORTHROP GRUMMAN CORP

127.25%

Shares3.9K

Event2026-03-31

Filed2026-05-15

BUFF

INNOVATOR ETFS TRUST

-3.12%

Shares53.4K

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

0.88%

Shares45.1K

Event2026-03-31

Filed2026-05-15

BUFR

FIRST TR EXCHNG TRADED FD VI

-1.65%

Shares75.4K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

0.00%

Shares25.0K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

-10.67%

Shares12.8K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

-0.38%

Shares9.0K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.19%

Shares3.7K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

0.08%

Shares28.0K

Event2026-03-31

Filed2026-05-15

CEG

CONSTELLATION ENERGY CORP

3.44%

Shares7.7K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

-8.40%

Shares3.4K

Event2026-03-31

Filed2026-05-15

DES

WISDOMTREE TR

-3.51%

Shares56.5K

Event2026-03-31

Filed2026-05-15

VTEB

VANGUARD MUN BD FDS

-0.25%

Shares40.1K

Event2026-03-31

Filed2026-05-15

TOTL

SSGA ACTIVE ETF TR

2.03%

Shares50.1K

Event2026-03-31

Filed2026-05-15

SPMD

SPDR SER TR

-65.60%

Shares33.3K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR

2642.14%

Shares21.8K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

-0.59%

Shares5.1K

Event2026-03-31

Filed2026-05-15

SHW

SHERWIN WILLIAMS CO

-0.68%

Shares5.8K

Event2026-03-31

Filed2026-05-15

XLI

SELECT SECTOR SPDR TR

-1.69%

Shares10.9K

Event2026-03-31

Filed2026-05-15

DVY

ISHARES TR

0.95%

Shares11.6K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

-0.79%

Shares5.0K

Event2026-03-31

Filed2026-05-15

IGSB

ISHARES TR

-0.47%

Shares31.5K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

-1.11%

Shares33.0K

Event2026-03-31

Filed2026-05-15

PSFF

PACER FDS TR

-0.53%

Shares50.3K

Event2026-03-31

Filed2026-05-15