Sponsored

The Analysis of Global Financial Private Client, LLC's Holdings & P&L

Currently, Global Financial Private Client, LLC holds 236 types of securities in its portfolio with a total value $305.6M. In the most recent quarter, they have increased their positions in DFAC (+51.4K shares, valued at $2.0M), N/A (+1.9K shares, valued at $1.2M), DFIC (+27.7K shares, valued at $984.3K); decreased their positions in SPSM (-3.3K shares, valued at $158.4K), QUAL (-759 shares, valued at $145.6K), SPDW (-1.6K shares, valued at $73.8K); initiated new positions in DFIC (+27.7K shares, valued at $984.3K), CMI (+1.5K shares, valued at $826.9K), BALL (+8.7K shares, valued at $513.3K).

1M P&L

+13.5M+4.70%

3M P&L

-2.5M-0.81%

HY P&L

+12.5M+4.34%

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/A137.2M

50.8%

2Consumer Electronics13.7M

5.1%

3Software - Infrastructure12.4M

4.6%

Top Industries by Stock Count

1N/A117 stocks

53.9%

2Software - Infrastructure8 stocks

3.7%

3Semiconductors6 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T22.5K shares1.33%2026-03-312026-04-20

AAPL APPLE INC53.8K shares5.83%2026-03-312026-04-20

VANGUARD INDEX FDS VANGUARD INDEX FDS17.2K shares12.73%2026-03-312026-04-20

MSFT MICROSOFT CORP18.0K shares10.69%2026-03-312026-04-20

SCHD SCHWAB STRATEGIC TR184.9K shares-0.06%2026-03-312026-04-20

CVX CHEVRON CORPORATION26.2K shares7.05%2026-03-312026-04-20

NVDA NVIDIA CORPORATION29.3K shares14.05%2026-03-312026-04-20

VIG VANGUARD SPECIALIZED FUNDS23.3K shares3.33%2026-03-312026-04-20

Sponsored

MERCK & CO INC MERCK & CO INC36.7K shares6.77%2026-03-312026-04-20

GEV GE VERNOVA INC5.0K shares10.74%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO14.1K shares6.81%2026-03-312026-04-20

VUG VANGUARD INDEX FDS8.9K shares0.56%2026-03-312026-04-20

XLSR SSGA ACTIVE TR66.5K shares3.84%2026-03-312026-04-20

CSCO CISCO SYS INC48.1K shares10.17%2026-03-312026-04-20

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T19.2K shares9.32%2026-03-312026-04-20

SPDW SPDR INDEX SHS FDS76.5K shares-2.07%2026-03-312026-04-20

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC10.2K shares3.51%2026-03-312026-04-20

XOM EXXON MOBIL CORP20.2K shares1.26%2026-03-312026-04-20

IVV ISHARES TR5.2K shares5.03%2026-03-312026-04-20

BK BANK NEW YORK MELLON CORP28.2K shares3.54%2026-03-312026-04-20

VTWO VANGUARD SCOTTSDALE FDS33.3K shares3.16%2026-03-312026-04-20

AMZN AMAZON COM INC15.5K shares14.01%2026-03-312026-04-20

META META PLATFORMS INC5.6K shares22.15%2026-03-312026-04-20

SPYV SPDR SERIES TRUST53.3K shares-0.70%2026-03-312026-04-20

Sponsored

WMT WALMART INC22.9K shares2.26%2026-03-312026-04-20

DFAC DIMENSIONAL ETF TRUST66.9K shares330.52%2026-03-312026-04-20

SPEM SPDR INDEX SHS FDS55.3K shares3.83%2026-03-312026-04-20

SCHF SCHWAB STRATEGIC TR104.8K shares-0.66%2026-03-312026-04-20

LAM RESEARCH CORP LAM RESEARCH CORP12.1K shares9.69%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS10.5K shares3.95%2026-03-312026-04-20

ALPHABET INC ALPHABET INC8.8K shares9.32%2026-03-312026-04-20

ETR ENTERGY CORP NEW21.6K shares3.48%2026-03-312026-04-20

Sponsored

STT STATE STR CORP18.0K shares3.46%2026-03-312026-04-20

ITA ISHARES TR10.4K shares2.85%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS34.4K shares6.42%2026-03-312026-04-20

CAT CATERPILLAR INC2.9K shares12.56%2026-03-312026-04-20

PG PROCTER & GAMBLE CO14.1K shares4.34%2026-03-312026-04-20

KTOS KRATOS DEFENSE & SEC SOLUTIO28.6K shares4.49%2026-03-312026-04-20

RTX RTX CORPORATION10.4K shares12.85%2026-03-312026-04-20

VWO VANGUARD INTL EQUITY INDEX F36.3K shares4.03%2026-03-312026-04-20

Sponsored

BAC BANK AMERICA CORP39.9K shares0.33%2026-03-312026-04-20

DFAI DIMENSIONAL ETF TRUST49.1K shares25.93%2026-03-312026-04-20

QQQM INVESCO EXCH TRADED FD TR II8.0K shares3.94%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR3.3K shares-0.57%2026-03-312026-04-20

IYW ISHARES TR10.5K shares0.00%2026-03-312026-04-20

MCD MCDONALDS CORP6.0K shares1.85%2026-03-312026-04-20

IPAC ISHARES TR23.7K shares4.75%2026-03-312026-04-20

ALPHABET INC ALPHABET INC6.2K shares1.85%2026-03-312026-04-20

Sponsored

QUAL ISHARES TR9.0K shares-7.75%2026-03-312026-04-20

ZION ZIONS BANCORPORATION NATL AS29.7K shares4.60%2026-03-312026-04-20

VCIT VANGUARD SCOTTSDALE FDS20.5K shares-1.54%2026-03-312026-04-20

VPL VANGUARD INTL EQUITY INDEX F16.8K shares1.89%2026-03-312026-04-20

BNDX VANGUARD CHARLOTTE FDS33.3K shares0.35%2026-03-312026-04-20

XLC SELECT SECTOR SPDR TR14.2K shares6.83%2026-03-312026-04-20

LLY ELI LILLY & CO1.6K shares1.41%2026-03-312026-04-20

XLF SELECT SECTOR SPDR TR30.2K shares2.50%2026-03-312026-04-20

Sponsored

SMH VANECK ETF TRUST3.8K shares-0.39%2026-03-312026-04-20

KR KROGER CO20.0K shares4.25%2026-03-312026-04-20

HD HOME DEPOT INC4.3K shares1.76%2026-03-312026-04-20

GILD GILEAD SCIENCES INC10.1K shares19.85%2026-03-312026-04-20

COWZ PACER FDS TR22.4K shares-0.58%2026-03-312026-04-20

LMT LOCKHEED MARTIN CORP2.3K shares7.87%2026-03-312026-04-20

ICVT ISHARES TR13.3K shares23.59%2026-03-312026-04-20

XLV SELECT SECTOR SPDR TR9.1K shares4.14%2026-03-312026-04-20

Sponsored

VCR VANGUARD WORLD FD3.7K shares2.15%2026-03-312026-04-20

VTI VANGUARD INDEX FDS4.1K shares0.00%2026-03-312026-04-20

LDOS LEIDOS HOLDINGS INC8.5K shares16.54%2026-03-312026-04-20

VTV VANGUARD INDEX FDS6.7K shares2.68%2026-03-312026-04-20

FSMD FIDELITY COVINGTON TRUST29.1K shares3.25%2026-03-312026-04-20

NDAQ NASDAQ INC15.3K shares21.88%2026-03-312026-04-20

ABBV ABBVIE INC5.9K shares12.39%2026-03-312026-04-20

PANW PALO ALTO NETWORKS INC7.9K shares38.65%2026-03-312026-04-20

Sponsored

SPSM SPDR SERIES TRUST25.8K shares-11.29%2026-03-312026-04-20

FTNT FORTINET INC15.2K shares18.54%2026-03-312026-04-20

AMGN AMGEN INC3.5K shares5.55%2026-03-312026-04-20

CERY SPDR SERIES TRUST34.2K shares38.27%2026-03-312026-04-20

FTEC FIDELITY COVINGTON TRUST5.7K shares5.48%2026-03-312026-04-20

BSV VANGUARD BD INDEX FDS15.1K shares-0.11%2026-03-312026-04-20

SCHE SCHWAB STRATEGIC TR35.0K shares-0.83%2026-03-312026-04-20

ORCL ORACLE CORP7.8K shares0.76%2026-03-312026-04-20

Sponsored

DFSV DIMENSIONAL ETF TRUST32.6K shares418.18%2026-03-312026-04-20

EOG EOG RES INC7.8K shares31.21%2026-03-312026-04-20

DUHP DIMENSIONAL ETF TRUST30.0K shares457.21%2026-03-312026-04-20

IWM ISHARES TR4.4K shares0.00%2026-03-312026-04-20

ARISTA NETWORKS INC ARISTA NETWORKS INC9.0K shares19.99%2026-03-312026-04-20

GLD SPDR GOLD TR2.5K shares-4.87%2026-03-312026-04-20

HCI HCI GROUP INC7.0K shares0.00%2026-03-312026-04-20

XSD SPDR SERIES TRUST3.2K shares4.79%2026-03-312026-04-20

Sponsored

IGV ISHARES TR13.1K shares20.83%2026-03-312026-04-20

KCE SPDR SERIES TRUST7.6K shares-1.15%2026-03-312026-04-20

EXC EXELON CORP20.9K shares5.71%2026-03-312026-04-20

QCOM QUALCOMM INC7.8K shares4.09%2026-03-312026-04-20

AOM ISHARES TR21.3K shares1.52%2026-03-312026-04-20

ISHARES GOLD TR ISHARES GOLD TR11.2K shares-5.39%2026-03-312026-04-20

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC10.2K shares126.12%2026-03-312026-04-20

AFL AFLAC INC9.0K shares3.18%2026-03-312026-04-20

Sponsored

DFIC DIMENSIONAL ETF TRUST27.7K sharesnew addition2026-03-312026-04-20

SPMD SPDR SERIES TRUST15.8K shares7.54%2026-03-312026-04-20

DAL DELTA AIR LINES INC13.9K shares14.73%2026-03-312026-04-20

MYCK SSGA ACTIVE TR36.9K shares51.10%2026-03-312026-04-20

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.7K shares24.47%2026-03-312026-04-20

XHB SPDR SERIES TRUST9.3K shares5.53%2026-03-312026-04-20

MEDP MEDPACE HLDGS INC1.9K shares20.36%2026-03-312026-04-20

GE AEROSPACE GE AEROSPACE3.2K shares18.92%2026-03-312026-04-20

Sponsored

BA BOEING CO4.5K shares11.16%2026-03-312026-04-20

IAI ISHARES TR5.4K shares6.43%2026-03-312026-04-20

SEACOAST BKG CORP FLA SEACOAST BKG CORP FLA28.3K shares0.07%2026-03-312026-04-20

NUE NUCOR CORP5.1K shares5.58%2026-03-312026-04-20

DIA STATE STR SPDR DOW JONES IND1.8K shares0.00%2026-03-312026-04-20

VMBS VANGUARD SCOTTSDALE FDS17.9K shares0.15%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.7K shares5.61%2026-03-312026-04-20

CMI CUMMINS INC1.5K sharesnew addition2026-03-312026-04-20

Sponsored

MYCJ SSGA ACTIVE TR32.6K shares-1.64%2026-03-312026-04-20

T AT&T INC27.6K shares6.05%2026-03-312026-04-20

SPYG SPDR SERIES TRUST8.1K shares29.06%2026-03-312026-04-20

QLD PROSHARES TR12.9K shares0.00%2026-03-312026-04-20

GWX SPDR INDEX SHS FDS18.6K shares6.23%2026-03-312026-04-20

PLTR PALANTIR TECHNOLOGIES INC5.4K shares25.89%2026-03-312026-04-20

UGI UGI CORP NEW21.4K shares4.03%2026-03-312026-04-20

MS MORGAN STANLEY4.7K shares7.60%2026-03-312026-04-20

Sponsored

FISR SSGA ACTIVE TR29.3K shares34.76%2026-03-312026-04-20

CIBR FIRST TR EXCHANGE-TRADED FD12.0K shares6.93%2026-03-312026-04-20

CL COLGATE PALMOLIVE CO8.7K shares0.80%2026-03-312026-04-20

GS GOLDMAN SACHS GROUP INC871 shares1.99%2026-03-312026-04-20

NRG NRG ENERGY INC5.0K shares5.38%2026-03-312026-04-20

XLB SELECT SECTOR SPDR TR14.4K shares5.31%2026-03-312026-04-20

MYCI SSGA ACTIVE TR28.6K shares-1.64%2026-03-312026-04-20

GLW CORNING INC5.1K shares21.33%2026-03-312026-04-20

Sponsored

MYCL SSGA ACTIVE TR27.6K shares65.16%2026-03-312026-04-20

VIS VANGUARD WORLD FD2.2K shares6.89%2026-03-312026-04-20

FUTY FIDELITY COVINGTON TRUST11.2K shares1.91%2026-03-312026-04-20

CVS CVS HEALTH CORP9.1K shares3.93%2026-03-312026-04-20

RCL ROYAL CARIBBEAN GROUP2.3K shares1.65%2026-03-312026-04-20

BIV VANGUARD BD INDEX FDS8.2K shares-0.01%2026-03-312026-04-20

KO COCA COLA CO8.1K shares2.40%2026-03-312026-04-20

CRWD CROWDSTRIKE HLDGS INC1.5K shares44.10%2026-03-312026-04-20

Sponsored

BLV VANGUARD BD INDEX FDS8.1K shares0.52%2026-03-312026-04-20

BSCQ INVESCO EXCH TRD SLF IDX FD28.5K shares-1.72%2026-03-312026-04-20

XLK SELECT SECTOR SPDR TR4.2K shares0.00%2026-03-312026-04-20

RJF RAYMOND JAMES FINL INC3.8K shares0.66%2026-03-312026-04-20

TXN TEXAS INSTRS INC2.8K shares0.43%2026-03-312026-04-20

VOX VANGUARD WORLD FD3.0K shares0.00%2026-03-312026-04-20

BROADCOM INC BROADCOM INC1.7K shares4.21%2026-03-312026-04-20

TJX TJX COS INC NEW3.3K shares2.51%2026-03-312026-04-20

Sponsored

IJH ISHARES TR7.7K shares0.00%2026-03-312026-04-20

MYCM SSGA ACTIVE TR21.1K shares25.72%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON2.1K shares6.45%2026-03-312026-04-20

EFA ISHARES TR5.3K shares0.00%2026-03-312026-04-20

DIS DISNEY WALT CO5.3K shares0.49%2026-03-312026-04-20

BALL BALL CORP8.7K sharesnew addition2026-03-312026-04-20

TSLA TESLA INC1.4K shares10.18%2026-03-312026-04-20

HYLB DBX ETF TR14.1K shares-1.67%2026-03-312026-04-20

Sponsored

ADM ARCHER DANIELS MIDLAND CO7.0K shares3.87%2026-03-312026-04-20

ISTB ISHARES TR10.4K shares0.00%2026-03-312026-04-20

SNPS SYNOPSYS INC1.2K shares84.59%2026-03-312026-04-20

GM GENERAL MTRS CO6.6K shares18.16%2026-03-312026-04-20

SDY SPDR SERIES TRUST3.3K shares0.00%2026-03-312026-04-20

VB VANGUARD INDEX FDS1.8K shares2.44%2026-03-312026-04-20

XLE SELECT SECTOR SPDR TR7.8K shares4.77%2026-03-312026-04-20

V VISA INC1.6K shares0.25%2026-03-312026-04-20

Sponsored

XLI SELECT SECTOR SPDR TR2.9K shares0.00%2026-03-312026-04-20

DFEM DIMENSIONAL ETF TRUST13.6K sharesnew addition2026-03-312026-04-20

ROCKET LAB CORP ROCKET LAB CORP7.2K shares17.81%2026-03-312026-04-20

XLG INVESCO EXCHANGE TRADED FD T8.3K shares0.07%2026-03-312026-04-20

SPLB SPDR SERIES TRUST20.1K shares54.40%2026-03-312026-04-20

JMUB J P MORGAN EXCHANGE TRADED F8.7K shares-1.14%2026-03-312026-04-20

MA MASTERCARD INCORPORATED868 shares0.58%2026-03-312026-04-20

CGMS CAPITAL GRP FIXED INCM ETF T15.6K shares0.00%2026-03-312026-04-20

Sponsored

IBKR INTERACTIVE BROKERS GROUP IN6.3K shares10.50%2026-03-312026-04-20

FSLR FIRST SOLAR INC2.1K shares40.72%2026-03-312026-04-20

SPTL SPDR SERIES TRUST15.5K shares16.07%2026-03-312026-04-20

IVZ INVESCO LTD16.7K shares12.04%2026-03-312026-04-20

IVE ISHARES TR1.9K shares38.44%2026-03-312026-04-20

MYCH SSGA ACTIVE TR16.2K shares-1.55%2026-03-312026-04-20

IEMG ISHARES INC5.7K shares6.83%2026-03-312026-04-20

UNP UNION PAC CORP1.6K shares3.66%2026-03-312026-04-20

Sponsored

SHOP SHOPIFY INC3.3K shares0.00%2026-03-312026-04-20

AXP AMERICAN EXPRESS CO1.3K shares1.35%2026-03-312026-04-20

PAVE GLOBAL X FDS7.5K shares0.00%2026-03-312026-04-20

DE DEERE & CO671 shares24.26%2026-03-312026-04-20

VST VISTRA CORP2.5K shares38.82%2026-03-312026-04-20

VYM VANGUARD WHITEHALL FDS2.5K shares0.00%2026-03-312026-04-20

IUSB ISHARES TR7.7K shares5.03%2026-03-312026-04-20

IAGG ISHARES TR7.1K shares2.95%2026-03-312026-04-20

Sponsored

WM WASTE MGMT INC DEL1.5K shares4.29%2026-03-312026-04-20

IVW ISHARES TR3.1K shares8.27%2026-03-312026-04-20

UBER UBER TECHNOLOGIES INC4.8K shares24.92%2026-03-312026-04-20

PEP PEPSICO INC2.2K shares3.79%2026-03-312026-04-20

JEPI J P MORGAN EXCHANGE TRADED F6.0K shares2.97%2026-03-312026-04-20

DG DOLLAR GEN CORP2.8K sharesnew addition2026-03-312026-04-20

SPDR SERIES TRUST SPDR SERIES TRUST3.5K shares38.20%2026-03-312026-04-20

KOMP SPDR SERIES TRUST5.8K shares46.32%2026-03-312026-04-20

Sponsored

COST COSTCO WHOLESALE CORPORATION337 shares5.31%2026-03-312026-04-20

DYNF BLACKROCK ETF TRUST5.7K shares-9.67%2026-03-312026-04-20

IYE ISHARES TR5.0K shares0.00%2026-03-312026-04-20

DISV DIMENSIONAL ETF TRUST7.9K sharesnew addition2026-03-312026-04-20

IGM ISHARES TR2.6K shares0.00%2026-03-312026-04-20

DIHP DIMENSIONAL ETF TRUST9.6K sharesnew addition2026-03-312026-04-20

XBI SPDR SERIES TRUST2.4K shares25.14%2026-03-312026-04-20

EFV ISHARES TR4.1K shares-7.98%2026-03-312026-04-20

Sponsored

PNQI INVESCO EXCHANGE TRADED FD T6.7K shares0.00%2026-03-312026-04-20

VTEB VANGUARD MUN BD FDS6.0K shares0.00%2026-03-312026-04-20

HR HEALTHCARE RLTY TR16.9K shares0.00%2026-03-312026-04-20

INTC INTEL CORP6.3K shares3.31%2026-03-312026-04-20

MBB ISHARES TR2.9K shares3.82%2026-03-312026-04-20

IBIT ISHARES BITCOIN TRUST ETF7.2K shares-7.04%2026-03-312026-04-20

TRV TRAVELERS COMPANIES INC944 shares4.89%2026-03-312026-04-20

COF CAPITAL ONE FINL CORP1.5K shares1.89%2026-03-312026-04-20

Sponsored

ABT ABBOTT LABORATORIES2.5K shares1.60%2026-03-312026-04-20

NET CLOUDFLARE INC1.2K sharesnew addition2026-03-312026-04-20

BSMV INVESCO EXCH TRD SLF IDX FD12.2K sharesnew addition2026-03-312026-04-20

NEE NEXTERA ENERGY INC2.7K shares2.00%2026-03-312026-04-20

PNC PNC FINL SVCS GROUP INC1.2K shares2.62%2026-03-312026-04-20

LINDE PLC LINDE PLC477 sharesnew addition2026-03-312026-04-20

IJR ISHARES TR1.9K sharesnew addition2026-03-312026-04-20

PM PHILIP MORRIS INTL INC1.4K shares2.48%2026-03-312026-04-20

Sponsored

MU MICRON TECHNOLOGY INC670 sharesnew addition2026-03-312026-04-20

SSGA ACTIVE TR SSGA ACTIVE TR9.1K shares0.00%2026-03-312026-04-20

UNH UNITEDHEALTH GROUP INC831 shares-5.25%2026-03-312026-04-20

ITOT ISHARES TR1.5K shares0.00%2026-03-312026-04-20

EMHC SPDR SERIES TRUST8.9K shares2.39%2026-03-312026-04-20

FBTC FIDELITY WISE ORIGIN BITCOIN3.7K sharesnew addition2026-03-312026-04-20

SRLN SSGA ACTIVE ETF TR5.4K shares2.39%2026-03-312026-04-20

PSX PHILLIPS 661.2K sharesnew addition2026-03-312026-04-20

Sponsored

SPYM SPDR SERIES TRUST2.8K sharesnew addition2026-03-312026-04-20

BIL SPDR SERIES TRUST2.3K sharesnew addition2026-03-312026-04-20

SCI SERVICE CORP INTL2.6K sharesnew addition2026-03-312026-04-20

CGSD CAPITAL GRP FIXED INCM ETF T8.2K shares0.00%2026-03-312026-04-20

HACK AMPLIFY ETF TR2.8K shares0.00%2026-03-312026-04-20

DHR DANAHER CORP DEL1.1K shares-7.65%2026-03-312026-04-20

SPIB SPDR SERIES TRUST6.2K shares0.00%2026-03-312026-04-20

MAR MARRIOTT INTL INC NEW631 sharesnew addition2026-03-312026-04-20

Sponsored

TMUS T-MOBILE US INC982 sharesnew addition2026-03-312026-04-20

MYCG SSGA ACTIVE TR8.0K shares-1.45%2026-03-312026-04-20

SOFI SOFI TECHNOLOGIES INC11.6K shares50.64%2026-03-312026-04-20

F FORD MTR CO12.6K shares4.80%2026-03-312026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

1.33%

Shares22.5K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

5.83%

Shares53.8K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

12.73%

Shares17.2K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

10.69%

Shares18.0K

Event2026-03-31

Filed2026-04-20

SCHD

SCHWAB STRATEGIC TR

-0.06%

Shares184.9K

Event2026-03-31

Filed2026-04-20

CVX

CHEVRON CORPORATION

7.05%

Shares26.2K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

14.05%

Shares29.3K

Event2026-03-31

Filed2026-04-20

VIG

VANGUARD SPECIALIZED FUNDS

3.33%

Shares23.3K

Event2026-03-31

Filed2026-04-20

MERCK & CO INC

6.77%

Shares36.7K

Event2026-03-31

Filed2026-04-20

GEV

GE VERNOVA INC

10.74%

Shares5.0K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

6.81%

Shares14.1K

Event2026-03-31

Filed2026-04-20

VUG

VANGUARD INDEX FDS

0.56%

Shares8.9K

Event2026-03-31

Filed2026-04-20

XLSR

SSGA ACTIVE TR

3.84%

Shares66.5K

Event2026-03-31

Filed2026-04-20

CSCO

CISCO SYS INC

10.17%

Shares48.1K

Event2026-03-31

Filed2026-04-20

INVESCO EXCHANGE TRADED FD T

9.32%

Shares19.2K

Event2026-03-31

Filed2026-04-20

SPDW

SPDR INDEX SHS FDS

-2.07%

Shares76.5K

Event2026-03-31

Filed2026-04-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

3.51%

Shares10.2K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

1.26%

Shares20.2K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR

5.03%

Shares5.2K

Event2026-03-31

Filed2026-04-20

BANK NEW YORK MELLON CORP

3.54%

Shares28.2K

Event2026-03-31

Filed2026-04-20

VTWO

VANGUARD SCOTTSDALE FDS

3.16%

Shares33.3K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

14.01%

Shares15.5K

Event2026-03-31

Filed2026-04-20