Sponsored

The Analysis of GODSEY & GIBB, INC's Holdings & P&L

Currently, GODSEY & GIBB, INC holds 389 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in NFLX (+231.0K shares, valued at $22.2M), CVX (+11.5K shares, valued at $2.4M), PAYX (+23.7K shares, valued at $2.2M); decreased their positions in GLW (-72.0K shares, valued at $9.8M), ETR (-29.0K shares, valued at $3.3M), RTX (-12.0K shares, valued at $2.3M); initiated new positions in SPDW (+955 shares, valued at $43.6K), SCHM (+923 shares, valued at $28.6K), SPYV (+286 shares, valued at $16.2K).

1M P&L

+3.4M+0.33%

3M P&L

+8.3M+0.81%

HY P&L

+89.8M+9.54%

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

1Utilities - Regulated Electric108.3M

11.2%

2Banks - Diversified58.6M

6.1%

3Drug Manufacturers - General55.5M

5.8%

Top Industries by Stock Count

1N/A100 stocks

28.4%

2Utilities - Regulated Electric12 stocks

3.4%

3Software - Application11 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GLW CORNING INC311.0K shares-18.79%2026-03-312026-04-20

AAPL APPLE INC157.1K shares0.63%2026-03-312026-04-20

BROADCOM INC BROADCOM INC119.6K shares-4.09%2026-03-312026-04-20

RTX RTX CORPORATION173.7K shares-6.48%2026-03-312026-04-20

ETR ENTERGY CORP NEW278.5K shares-9.42%2026-03-312026-04-20

CVX CHEVRON CORPORATION147.3K shares8.47%2026-03-312026-04-20

RY ROYAL BK CDA181.9K shares-6.38%2026-03-312026-04-20

TD TORONTO DOMINION BK ONT306.2K shares-5.73%2026-03-312026-04-20

Sponsored

T AT&T INC979.8K shares-0.18%2026-03-312026-04-20

NVS NOVARTIS AG185.6K shares-2.88%2026-03-312026-04-20

SLB SLB LIMITED541.1K shares0.51%2026-03-312026-04-20

EATON CORP PLC EATON CORP PLC77.6K shares0.54%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC229.4K shares-0.40%2026-03-312026-04-20

STT STATE STR CORP215.9K shares0.54%2026-03-312026-04-20

LNT ALLIANT ENERGY CORP373.8K shares1.02%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION26.8K shares0.01%2026-03-312026-04-20

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW203.8K shares0.25%2026-03-312026-04-20

FAST FASTENAL CO570.2K shares0.70%2026-03-312026-04-20

MSFT MICROSOFT CORP71.4K shares1.07%2026-03-312026-04-20

KO COCA COLA CO345.2K shares0.63%2026-03-312026-04-20

AEP AMERICAN ELEC PWR CO INC192.2K shares0.43%2026-03-312026-04-20

AMGN AMGEN INC71.5K shares-1.20%2026-03-312026-04-20

PNC PNC FINL SVCS GROUP INC120.5K shares0.50%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS102.7K shares-0.04%2026-03-312026-04-20

Sponsored

V VISA INC81.1K shares1.41%2026-03-312026-04-20

D DOMINION ENERGY INC391.9K shares1.14%2026-03-312026-04-20

NFLX NETFLIX INC.235.4K shares5286.04%2026-03-312026-04-20

TFC TRUIST FINL CORP486.4K shares1.60%2026-03-312026-04-20

SYK STRYKER CORPORATION67.8K shares1.51%2026-03-312026-04-20

BLACKROCK INC BLACKROCK INC23.1K shares0.23%2026-03-312026-04-20

PEP PEPSICO INC140.5K shares2.44%2026-03-312026-04-20

MEDTRONIC PLC MEDTRONIC PLC249.8K shares0.98%2026-03-312026-04-20

Sponsored

CTAS CINTAS CORP127.0K shares1.28%2026-03-312026-04-20

ORCL ORACLE CORP142.2K shares4.62%2026-03-312026-04-20

CME CME GROUP INC70.3K shares4.85%2026-03-312026-04-20

HD HOME DEPOT INC62.9K shares0.63%2026-03-312026-04-20

A AGILENT TECHNOLOGIES INC174.1K shares3.01%2026-03-312026-04-20

MCHP MICROCHIP TECHNOLOGY INC.304.0K shares1.23%2026-03-312026-04-20

UPS UNITED PARCEL SVCS INC192.0K shares5.95%2026-03-312026-04-20

PAYX PAYCHEX INC187.7K shares14.42%2026-03-312026-04-20

Sponsored

CMCSA COMCAST CORP NEW567.2K shares9.12%2026-03-312026-04-20

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC212.3K shares1.75%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T16.4K shares-1.42%2026-03-312026-04-20

XOM EXXON MOBIL CORP49.0K shares-0.63%2026-03-312026-04-20

HDV ISHARES TR33.7K shares3.18%2026-03-312026-04-20

SCHX SCHWAB STRATEGIC TR163.8K shares8.69%2026-03-312026-04-20

AMZN AMAZON COM INC17.2K shares1.92%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.2K shares-4.69%2026-03-312026-04-20

Sponsored

NVDA NVIDIA CORPORATION13.6K shares-2.11%2026-03-312026-04-20

IGSB ISHARES TR40.6K shares4.90%2026-03-312026-04-20

IJH ISHARES TR21.6K shares3.48%2026-03-312026-04-20

ALPHABET INC ALPHABET INC5.0K shares-4.00%2026-03-312026-04-20

COP CONOCOPHILLIPS9.0K shares-2.57%2026-03-312026-04-20

ALPHABET INC ALPHABET INC3.9K shares-4.48%2026-03-312026-04-20

PG PROCTER & GAMBLE CO7.6K shares-3.11%2026-03-312026-04-20

LLY ELI LILLY & CO1.2K shares-0.58%2026-03-312026-04-20

Sponsored

VEA VANGUARD TAX-MANAGED FDS16.0K shares-4.96%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR1.7K shares-1.45%2026-03-312026-04-20

DIA STATE STR SPDR DOW JONES IND1.9K shares-28.72%2026-03-312026-04-20

MO ALTRIA GROUP INC12.7K shares-5.93%2026-03-312026-04-20

AFL AFLAC INC6.2K shares0.00%2026-03-312026-04-20

MU MICRON TECHNOLOGY INC1.9K shares112.89%2026-03-312026-04-20

VBR VANGUARD INDEX FDS2.8K shares0.72%2026-03-312026-04-20

SFST SOUTHERN FIRST BANCSHARES11.1K shares-5.15%2026-03-312026-04-20

Sponsored

PM PHILIP MORRIS INTL INC3.6K shares-0.66%2026-03-312026-04-20

META META PLATFORMS INC1.0K shares-5.10%2026-03-312026-04-20

FNF FIDELITY NATL FINL INC12.3K shares0.00%2026-03-312026-04-20

APH AMPHENOL CORP4.4K shares0.00%2026-03-312026-04-20

DIS DISNEY WALT CO5.7K shares-13.50%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO1.6K shares-32.46%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON1.9K shares0.00%2026-03-312026-04-20

BLACKSTONE INC BLACKSTONE INC3.9K shares-0.56%2026-03-312026-04-20

Sponsored

SO SOUTHERN CO4.5K shares-1.84%2026-03-312026-04-20

AMAT APPLIED MATLS INC1.3K shares-2.54%2026-03-312026-04-20

MUSA MURPHY USA INC848 shares0.00%2026-03-312026-04-20

SCHD SCHWAB STRATEGIC TR13.4K shares3.80%2026-03-312026-04-20

EMR EMERSON ELEC CO3.0K shares0.00%2026-03-312026-04-20

INTU INTUIT905 shares0.00%2026-03-312026-04-20

ABBV ABBVIE INC1.8K shares-1.11%2026-03-312026-04-20

OMC OMNICOM GROUP INC4.9K shares0.00%2026-03-312026-04-20

Sponsored

SCHG SCHWAB STRATEGIC TR12.6K shares-3.98%2026-03-312026-04-20

ALL ALLSTATE CORP1.7K shares0.00%2026-03-312026-04-20

HON HONEYWELL INTL INC1.5K shares0.00%2026-03-312026-04-20

VYM VANGUARD WHITEHALL FDS2.3K shares0.00%2026-03-312026-04-20

ADP AUTOMATIC DATA PROCESSING IN1.7K shares0.00%2026-03-312026-04-20

SCHW SCHWAB CHARLES CORP3.5K shares0.00%2026-03-312026-04-20

AXP AMERICAN EXPRESS CO1.0K shares-4.01%2026-03-312026-04-20

XLU SELECT SECTOR SPDR TR6.6K shares0.00%2026-03-312026-04-20

Sponsored

CSCO CISCO SYS INC3.8K shares-1.17%2026-03-312026-04-20

MCD MCDONALDS CORP920 shares-2.65%2026-03-312026-04-20

SDY SPDR SERIES TRUST1.8K shares3.96%2026-03-312026-04-20

MS MORGAN STANLEY1.6K shares0.00%2026-03-312026-04-20

DHR DANAHER CORP DEL1.4K shares0.00%2026-03-312026-04-20

MDLZ MONDELEZ INTL INC4.2K shares-4.07%2026-03-312026-04-20

RSPT INVESCO EXCHANGE TRADED FD T5.4K shares0.00%2026-03-312026-04-20

SYY SYSCO CORP3.4K shares0.00%2026-03-312026-04-20

Sponsored

ABT ABBOTT LABORATORIES2.3K shares-8.06%2026-03-312026-04-20

EPD ENTERPRISE PRODS PARTNERS L6.2K shares-22.60%2026-03-312026-04-20

TSM TAIWAN SEMICONDUCTOR MANUFAC674 shares1.51%2026-03-312026-04-20

NEE NEXTERA ENERGY INC2.4K shares-7.15%2026-03-312026-04-20

AMD ADVANCED MICRO DEVICES INC1.1K shares0.00%2026-03-312026-04-20

COHERENT CORP COHERENT CORP940 shares-2.08%2026-03-312026-04-20

PSA PUBLIC STORAGE OPER CO813 shares0.00%2026-03-312026-04-20

VO VANGUARD INDEX FDS751 shares-5.53%2026-03-312026-04-20

Sponsored

VUG VANGUARD INDEX FDS458 shares3.62%2026-03-312026-04-20

VIG VANGUARD SPECIALIZED FUNDS925 shares-8.42%2026-03-312026-04-20

TSLA TESLA INC530 shares0.00%2026-03-312026-04-20

LNG CHENIERE ENERGY INC669 shares11.50%2026-03-312026-04-20

FNDX SCHWAB STRATEGIC TR6.6K shares-3.47%2026-03-312026-04-20

FIS FIDELITY NATL INFORMATION SV3.9K shares0.00%2026-03-312026-04-20

INTC INTEL CORP4.0K shares-9.03%2026-03-312026-04-20

LMT LOCKHEED MARTIN CORP285 shares-30.99%2026-03-312026-04-20

Sponsored

CENCORA INC CENCORA INC529 shares0.00%2026-03-312026-04-20

ADM ARCHER DANIELS MIDLAND CO2.2K shares-2.40%2026-03-312026-04-20

NOC NORTHROP GRUMMAN CORP232 shares0.00%2026-03-312026-04-20

CAT CATERPILLAR INC222 shares2.78%2026-03-312026-04-20

ORI OLD REP INTL CORP3.8K shares0.00%2026-03-312026-04-20

LOW LOWES COS INC640 shares-2.74%2026-03-312026-04-20

PLTR PALANTIR TECHNOLOGIES INC1.0K shares0.00%2026-03-312026-04-20

SLV ISHARES SILVER TR2.1K shares0.00%2026-03-312026-04-20

Sponsored

BAC BANK AMERICA CORP2.9K shares4.67%2026-03-312026-04-20

MUR MURPHY OIL CORP3.4K shares0.00%2026-03-312026-04-20

GLD SPDR GOLD TR322 shares0.00%2026-03-312026-04-20

MSCI MSCI INC250 shares0.00%2026-03-312026-04-20

CLX CLOROX CO DEL1.2K shares0.00%2026-03-312026-04-20

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP370 shares0.00%2026-03-312026-04-20

VTI VANGUARD INDEX FDS383 shares20.06%2026-03-312026-04-20

DE DEERE & CO208 shares0.00%2026-03-312026-04-20

Sponsored

BDX BECTON DICKINSON & CO745 shares-2.10%2026-03-312026-04-20

ATO ATMOS ENERGY CORP627 shares-16.06%2026-03-312026-04-20

ITA ISHARES TR510 shares0.00%2026-03-312026-04-20

MDY STATE STR SPDR S&P MIDCAP 40180 shares0.00%2026-03-312026-04-20

IWC ISHARES TR676 shares0.00%2026-03-312026-04-20

VBK VANGUARD INDEX FDS345 shares0.00%2026-03-312026-04-20

ITW ILLINOIS TOOL WKS INC400 shares0.00%2026-03-312026-04-20

EXPD EXPEDITORS INTL WASH INC700 shares0.00%2026-03-312026-04-20

Sponsored

MA MASTERCARD INCORPORATED200 shares-71.06%2026-03-312026-04-20

GEV GE VERNOVA INC111 shares0.00%2026-03-312026-04-20

SPMO INVESCO EXCH TRADED FD TR II861 shares-21.80%2026-03-312026-04-20

IVV ISHARES TR145 shares10.69%2026-03-312026-04-20

GE AEROSPACE GE AEROSPACE333 shares-8.26%2026-03-312026-04-20

DOV DOVER CORP450 shares0.00%2026-03-312026-04-20

VANGUARD INDEX FDS VANGUARD INDEX FDS156 shares-4.29%2026-03-312026-04-20

PSX PHILLIPS 66478 shares-29.71%2026-03-312026-04-20

Sponsored

NKE NIKE INC1.6K shares-1.48%2026-03-312026-04-20

FDVV FIDELITY COVINGTON TRUST1.5K shares0.00%2026-03-312026-04-20

ET ENERGY TRANSFER L P4.1K shares0.00%2026-03-312026-04-20

OEF ISHARES TR242 shares0.00%2026-03-312026-04-20

XLC SELECT SECTOR SPDR TR683 shares0.00%2026-03-312026-04-20

SCHB SCHWAB STRATEGIC TR2.9K shares0.00%2026-03-312026-04-20

KMB KIMBERLY-CLARK CORP753 shares-43.34%2026-03-312026-04-20

AMPY AMPLIFY ENERGY CORP NEW11.4K shares0.00%2026-03-312026-04-20

Sponsored

CSX CSX CORP1.7K shares-36.01%2026-03-312026-04-20

FIDU FIDELITY COVINGTON TRUST761 shares0.00%2026-03-312026-04-20

TFX TELEFLEX INCORPORATED550 shares0.00%2026-03-312026-04-20

NSC NORFOLK SOUTHN CORP226 shares0.00%2026-03-312026-04-20

XMMO INVESCO EXCHANGE TRADED FD T446 shares4.94%2026-03-312026-04-20

DLR DIGITAL RLTY TR INC350 shares0.00%2026-03-312026-04-20

IEX IDEX CORP325 shares0.00%2026-03-312026-04-20

VZ VERIZON COMMUNICATIONS INC1.2K shares-16.40%2026-03-312026-04-20

Sponsored

SEACOAST BKG CORP FLA SEACOAST BKG CORP FLA2.0K shares0.00%2026-03-312026-04-20

PPG PPG INDS INC560 shares-60.98%2026-03-312026-04-20

KRP KIMBELL RTY PARTNERS LP4.1K shares0.00%2026-03-312026-04-20

JGRO J P MORGAN EXCHANGE TRADED F700 shares0.00%2026-03-312026-04-20

HSIC SCHEIN HENRY INC800 shares0.00%2026-03-312026-04-20

DTE DTE ENERGY CO400 shares0.00%2026-03-312026-04-20

MOAT VANECK ETF TRUST601 shares97.70%2026-03-312026-04-20

JPEF J P MORGAN EXCHANGE TRADED F773 shares0.00%2026-03-312026-04-20

Sponsored

FTV FORTIVE CORP1.0K shares0.00%2026-03-312026-04-20

SCHF SCHWAB STRATEGIC TR2.2K shares-40.51%2026-03-312026-04-20

CBAN COLONY BANKCORP INC2.6K shares0.00%2026-03-312026-04-20

GPN GLOBAL PMTS INC775 shares0.00%2026-03-312026-04-20

VRT VERTIV HOLDINGS CO200 shares0.00%2026-03-312026-04-20

SBUX STARBUCKS CORP550 shares-6.78%2026-03-312026-04-20

IWM ISHARES TR198 shares20.00%2026-03-312026-04-20

IWR ISHARES TR497 shares-23.66%2026-03-312026-04-20

Sponsored

ISHARES GOLD TR ISHARES GOLD TR530 shares0.00%2026-03-312026-04-20

SCCO SOUTHERN COPPER CORP271 shares0.37%2026-03-312026-04-20

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T242 shares591.43%2026-03-312026-04-20

JMEE J P MORGAN EXCHANGE TRADED F695 shares0.00%2026-03-312026-04-20

TJX TJX COS INC NEW280 shares0.00%2026-03-312026-04-20

SPDW SPDR INDEX SHS FDS955 sharesnew addition2026-03-312026-04-20

NUE NUCOR CORP250 shares0.00%2026-03-312026-04-20

TT TRANE TECHNOLOGIES PLC100 shares0.00%2026-03-312026-04-20

Sponsored

VLTO VERALTO CORP466 shares0.00%2026-03-312026-04-20

FG F&G ANNUITIES & LIFE INC1.6K shares0.00%2026-03-312026-04-20

PFXF VANECK ETF TRUST2.3K shares0.00%2026-03-312026-04-20

VT VANGUARD INTL EQUITY INDEX F292 shares0.00%2026-03-312026-04-20

SCHE SCHWAB STRATEGIC TR1.2K shares-9.96%2026-03-312026-04-20

MPC MARATHON PETE CORP162 shares0.00%2026-03-312026-04-20

ARM ARM HOLDINGS PLC250 shares0.00%2026-03-312026-04-20

SCHI SCHWAB STRATEGIC TR1.6K shares0.00%2026-03-312026-04-20

Sponsored

AEM AGNICO EAGLE MINES LTD178 shares0.00%2026-03-312026-04-20

DTM DT MIDSTREAM INC250 shares0.00%2026-03-312026-04-20

BA BOEING CO167 shares0.00%2026-03-312026-04-20

IRM IRON MTN INC DEL325 shares0.00%2026-03-312026-04-20

ENB ENBRIDGE INC597 shares0.00%2026-03-312026-04-20

QUAL ISHARES TR163 shares69.79%2026-03-312026-04-20

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC400 shares0.00%2026-03-312026-04-20

RACE FERRARI N V90 shares0.00%2026-03-312026-04-20

Sponsored

UNILEVER PLC UNILEVER PLC533 shares0.00%2026-03-312026-04-20

VTV VANGUARD INDEX FDS153 shares13.33%2026-03-312026-04-20

VWO VANGUARD INTL EQUITY INDEX F544 shares-38.18%2026-03-312026-04-20

ADBE ADOBE INC120 shares0.00%2026-03-312026-04-20

VMC VULCAN MATLS CO106 shares0.00%2026-03-312026-04-20

XT ISHARES TR423 shares0.00%2026-03-312026-04-20

SCHM SCHWAB STRATEGIC TR923 sharesnew addition2026-03-312026-04-20

FDX FEDEX CORP80 shares0.00%2026-03-312026-04-20

Sponsored

BE BLOOM ENERGY CORP210 shares2000.00%2026-03-312026-04-20

J JACOBS SOLUTIONS INC221 shares0.00%2026-03-312026-04-20

XLG INVESCO EXCHANGE TRADED FD T510 shares0.00%2026-03-312026-04-20

BMY BRISTOL-MYERS SQUIBB CO455 shares-12.50%2026-03-312026-04-20

PWR QUANTA SVCS INC50 shares0.00%2026-03-312026-04-20

ITOT ISHARES TR190 shares0.00%2026-03-312026-04-20

JMUB J P MORGAN EXCHANGE TRADED F541 shares0.00%2026-03-312026-04-20

IMKTA INGLES MKTS INC300 shares0.00%2026-03-312026-04-20

Sponsored

PFF ISHARES TR875 shares0.00%2026-03-312026-04-20

EOG EOG RES INC180 shares0.00%2026-03-312026-04-20

VNQ VANGUARD INDEX FDS291 shares0.00%2026-03-312026-04-20

IWF ISHARES TR58 shares0.00%2026-03-312026-04-20

VICI VICI PPTYS INC900 shares0.00%2026-03-312026-04-20

BP BP PLC500 shares0.00%2026-03-312026-04-20

IWP ISHARES TR175 shares0.00%2026-03-312026-04-20

CNNE CANNAE HLDGS INC1.9K shares0.00%2026-03-312026-04-20

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T465 shares0.00%2026-03-312026-04-20

BLOK AMPLIFY ETF TR442 shares0.00%2026-03-312026-04-20

PFE PFIZER INC778 shares-4.07%2026-03-312026-04-20

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II311 shares0.00%2026-03-312026-04-20

KR KROGER CO300 shares0.00%2026-03-312026-04-20

DAKT DAKTRONICS INC1.1K shares0.00%2026-03-312026-04-20

FSTA FIDELITY COVINGTON TRUST400 shares0.00%2026-03-312026-04-20

IGV ISHARES TR260 shares0.00%2026-03-312026-04-20

Sponsored

DINO HF SINCLAIR CORP331 shares0.00%2026-03-312026-04-20

JPIE J P MORGAN EXCHANGE TRADED F440 shares0.00%2026-03-312026-04-20

IEFA ISHARES TR222 shares-48.13%2026-03-312026-04-20

GRBK GREEN BRICK PARTNERS INC300 shares0.00%2026-03-312026-04-20

NJR NEW JERSEY RES CORP351 shares0.00%2026-03-312026-04-20

ELV ELEVANCE HEALTH INC FORMERLY66 shares0.00%2026-03-312026-04-20

CARR CARRIER GLOBAL CORPORATION341 shares0.00%2026-03-312026-04-20

DYNF BLACKROCK ETF TRUST307 shares429.31%2026-03-312026-04-20

Sponsored

FNDE SCHWAB STRATEGIC TR461 shares0.00%2026-03-312026-04-20

XLK SELECT SECTOR SPDR TR130 shares-13.33%2026-03-312026-04-20

HOOD ROBINHOOD MKTS INC249 shares0.00%2026-03-312026-04-20

SCHA SCHWAB STRATEGIC TR585 shares-42.08%2026-03-312026-04-20

GS GOLDMAN SACHS GROUP INC20 shares-25.93%2026-03-312026-04-20

HOMB HOME BANCSHARES INC620 shares0.00%2026-03-312026-04-20

TQQQ PROSHARES TR400 shares0.00%2026-03-312026-04-20

DRLL EA SERIES TRUST410 shares0.00%2026-03-312026-04-20

Sponsored

SPYV SPDR SERIES TRUST286 sharesnew addition2026-03-312026-04-20

FNDF SCHWAB STRATEGIC TR322 shares-11.29%2026-03-312026-04-20

JTEK J P MORGAN EXCHANGE TRADED F197 shares0.00%2026-03-312026-04-20

CEG CONSTELLATION ENERGY CORP56 shares0.00%2026-03-312026-04-20

CCJ CAMECO CORP140 shares0.00%2026-03-312026-04-20

LEN LENNAR CORP175 shares0.00%2026-03-312026-04-20

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II541 shares0.00%2026-03-312026-04-20

IEMG ISHARES INC208 shares0.00%2026-03-312026-04-20

Sponsored

ACM AECOM170 shares0.00%2026-03-312026-04-20

PIO INVESCO EXCH TRADED FD TR II305 shares0.00%2026-03-312026-04-20

ADSK AUTODESK INC55 shares0.00%2026-03-312026-04-20

RSG REPUBLIC SVCS INC60 shares-45.95%2026-03-312026-04-20

OXY OCCIDENTAL PETE CORP200 shares0.00%2026-03-312026-04-20

EIX EDISON INTL175 shares0.00%2026-03-312026-04-20

SMBS SCHWAB STRATEGIC TR486 shares0.00%2026-03-312026-04-20

SHOP SHOPIFY INC103 shares0.00%2026-03-312026-04-20

Sponsored

BIL SPDR SERIES TRUST130 shares-67.09%2026-03-312026-04-20

FNV FRANCO NEV CORP47 shares0.00%2026-03-312026-04-20

ISRG INTUITIVE SURGICAL INC25 shares0.00%2026-03-312026-04-20

RGLD ROYAL GOLD INC45 shares0.00%2026-03-312026-04-20

GIS GENERAL MILLS INC300 shares0.00%2026-03-312026-04-20

SOFI SOFI TECHNOLOGIES INC701 shares0.00%2026-03-312026-04-20

SOUTHSTATE BK CORP SOUTHSTATE BK CORP120 shares0.00%2026-03-312026-04-20

AEE AMEREN CORP100 shares0.00%2026-03-312026-04-20

Sponsored

HPE HEWLETT PACKARD ENTERPRISE C458 shares0.00%2026-03-312026-04-20

GDX VANECK ETF TRUST119 shares0.00%2026-03-312026-04-20

JEPQ J P MORGAN EXCHANGE TRADED F193 shares0.00%2026-03-312026-04-20

SYF SYNCHRONY FINANCIAL156 shares0.00%2026-03-312026-04-20

ALNY ALNYLAM PHARMACEUTICALS INC32 shares0.00%2026-03-312026-04-20

THE CIGNA GROUP THE CIGNA GROUP39 shares0.00%2026-03-312026-04-20

FNDA SCHWAB STRATEGIC TR306 shares0.00%2026-03-312026-04-20

TRP TC ENERGY CORP156 shares0.00%2026-03-312026-04-20

Sponsored

XSMO INVESCO EXCHANGE TRADED FD T126 shares0.00%2026-03-312026-04-20

DFIV DIMENSIONAL ETF TRUST181 shares-54.86%2026-03-312026-04-20

TOWN TOWNEBANK PORTSMOUTH VA283 shares0.00%2026-03-312026-04-20

VRSK VERISK ANALYTICS INC50 shares0.00%2026-03-312026-04-20

PLD PROLOGIS INC.71 shares0.00%2026-03-312026-04-20

SPG SIMON PPTY GROUP INC NEW50 shares-30.56%2026-03-312026-04-20

SHEL SHELL PLC100 shares-66.67%2026-03-312026-04-20

IUSG ISHARES TR58 sharesnew addition2026-03-312026-04-20

Sponsored

SNOW SNOWFLAKE INC58 shares-9.38%2026-03-312026-04-20

HII HUNTINGTON INGALLS INDS INC23 shares0.00%2026-03-312026-04-20

UBER UBER TECHNOLOGIES INC120 shares-37.17%2026-03-312026-04-20

IJK ISHARES TR85 shares-54.05%2026-03-312026-04-20

DELL DELL TECHNOLOGIES INC50 shares0.00%2026-03-312026-04-20

CROWN CASTLE INC CROWN CASTLE INC100 shares0.00%2026-03-312026-04-20

NEM NEWMONT CORP70 shares0.00%2026-03-312026-04-20

WTRG ESSENTIAL UTILS INC188 shares0.00%2026-03-312026-04-20

Sponsored

CLM CORNERSTONE STRATEGIC INVEST1.0K shares0.00%2026-03-312026-04-20

STAG STAG INDUSTRIAL INC200 shares0.00%2026-03-312026-04-20

RDDT REDDIT INC53 shares0.00%2026-03-312026-04-20

TPL TEXAS PACIFIC LAND CORPORATI15 shares0.00%2026-03-312026-04-20

NTRS NORTHERN TR CORP50 shares0.00%2026-03-312026-04-20

UNH UNITEDHEALTH GROUP INC25 shares-24.24%2026-03-312026-04-20

TGT TARGET CORP55 shares0.00%2026-03-312026-04-20

CZR CAESARS ENTERTAINMENT INC NE250 shares0.00%2026-03-312026-04-20

Sponsored

CTRA COTERRA ENERGY INC185 shares0.00%2026-03-312026-04-20

CRM SALESFORCE INC34 shares0.00%2026-03-312026-04-20

ABNB AIRBNB INC50 shares0.00%2026-03-312026-04-20

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND30 shares-36.17%2026-03-312026-04-20

LVHI LEGG MASON ETF INVT144 shares0.00%2026-03-312026-04-20

BXMT BLACKSTONE MORTGAGE TRUST IN300 shares0.00%2026-03-312026-04-20

ED CONSOLIDATED EDISON INC50 shares0.00%2026-03-312026-04-20

FI FISERV INC100 shares0.00%2026-03-312026-04-20

Sponsored

AGNC AGNC INVT CORP540 shares0.00%2026-03-312026-04-20

XLF SELECT SECTOR SPDR TR109 shares-15.50%2026-03-312026-04-20

DASH DOORDASH INC35 shares0.00%2026-03-312026-04-20

CRSP CRISPR THERAPEUTICS AG108 shares0.00%2026-03-312026-04-20

IWN ISHARES TR27 shares-35.71%2026-03-312026-04-20

CDNS CADENCE DESIGN SYSTEM INC18 shares0.00%2026-03-312026-04-20

AMP AMERIPRISE FINL INC11 shares0.00%2026-03-312026-04-20

SPEM SPDR INDEX SHS FDS104 shares0.00%2026-03-312026-04-20

Sponsored

IONQ IONQ INC160 shares0.00%2026-03-312026-04-20

CPB THE CAMPBELLS COMPANY200 shares0.00%2026-03-312026-04-20

JAVA J P MORGAN EXCHANGE TRADED F62 shares0.00%2026-03-312026-04-20

KLAC KLA CORP3 shares0.00%2026-03-312026-04-20

NSA NATIONAL STORAGE AFFILIATES115 shares0.00%2026-03-312026-04-20

SM SM ENERGY COMPANY137 sharesnew addition2026-03-312026-04-20

KHC KRAFT HEINZ CO170 shares0.00%2026-03-312026-04-20

FCX FREEPORT MCMORAN INC60 shares0.00%2026-03-312026-04-20

Sponsored

PJT PJT PARTNERS INC25 shares0.00%2026-03-312026-04-20

QYLD GLOBAL X FDS200 shares0.00%2026-03-312026-04-20

IQLT ISHARES TR74 shares-33.33%2026-03-312026-04-20

TMUS T-MOBILE US INC16 shares-46.67%2026-03-312026-04-20

TER TERADYNE INC11 shares0.00%2026-03-312026-04-20

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD252 shares0.00%2026-03-312026-04-20

VTRS VIATRIS INC232 shares0.00%2026-03-312026-04-20

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC65 shares0.00%2026-03-312026-04-20

Sponsored

DEO DIAGEO PLC39 shares0.00%2026-03-312026-04-20

JIG J P MORGAN EXCHANGE TRADED F39 shares0.00%2026-03-312026-04-20

APP APPLOVIN CORP7 shares0.00%2026-03-312026-04-20

AMTM AMENTUM HOLDINGS INC106 shares0.00%2026-03-312026-04-20

ARES ARES MANAGEMENT CORPORATION25 shares0.00%2026-03-312026-04-20

CCL CARNIVAL CORP100 shares0.00%2026-03-312026-04-20

TBBK BANCORP INC DEL48 shares0.00%2026-03-312026-04-20

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC69 sharesnew addition2026-03-312026-04-20

Sponsored

RDVI FIRST TR EXCHANGE-TRADED FD96 shares0.00%2026-03-312026-04-20

SPOT SPOTIFY TECHNOLOGY S A5 shares0.00%2026-03-312026-04-20

CHWY CHEWY INC88 shares0.00%2026-03-312026-04-20

UVV UNIVERSAL CORP VA MTNS BK EN42 shares0.00%2026-03-312026-04-20

CTVA CORTEVA INC25 shares0.00%2026-03-312026-04-20

VRA VERA BRADLEY INC650 shares0.00%2026-03-312026-04-20

KD KYNDRYL HLDGS INC155 shares0.00%2026-03-312026-04-20

CDW CDW CORP15 shares0.00%2026-03-312026-04-20

Sponsored

BWXT BWX TECHNOLOGIES INC9 shares0.00%2026-03-312026-04-20

BB BLACKBERRY LTD550 shares0.00%2026-03-312026-04-20

IDEV ISHARES TR21 shares0.00%2026-03-312026-04-20

CLF CLEVELAND-CLIFFS INC NEW200 shares0.00%2026-03-312026-04-20

EFG ISHARES TR15 shares-31.82%2026-03-312026-04-20

SONY SONY GROUP CORP75 shares0.00%2026-03-312026-04-20

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN72 shares0.00%2026-03-312026-04-20

AVAV AEROVIRONMENT INC8 sharesnew addition2026-03-312026-04-20

Sponsored

NET CLOUDFLARE INC7 shares0.00%2026-03-312026-04-20

TKO TKO GROUP HOLDINGS INC7 shares0.00%2026-03-312026-04-20

FNDC SCHWAB STRATEGIC TR30 shares0.00%2026-03-312026-04-20

BF.B BROWN FORMAN CORP44 shares0.00%2026-03-312026-04-20

COIN COINBASE GLOBAL INC6 shares0.00%2026-03-312026-04-20

SOBO SOUTH BOW CORP31 shares0.00%2026-03-312026-04-20

OKLO OKLO INC15 shares0.00%2026-03-312026-04-20

ATLANTA BRAVES HLDGS INC ATLANTA BRAVES HLDGS INC10 shares0.00%2026-03-312026-04-20

Sponsored

BIV VANGUARD BD INDEX FDS6 shares-93.41%2026-03-312026-04-20

NLOP NET LEASE OFFICE PROPERTIES40 shares0.00%2026-03-312026-04-20

VWOB VANGUARD WHITEHALL FDS7 shares-93.75%2026-03-312026-04-20

SCHV SCHWAB STRATEGIC TR15 shares0.00%2026-03-312026-04-20

EXC EXELON CORP5 shares0.00%2026-03-312026-04-20

BLNE BEELINE HOLDINGS INC100 shares0.00%2026-03-312026-04-20

EXE EXPAND ENERGY CORPORATION2 shares0.00%2026-03-312026-04-20

CBRL CRACKER BARREL OLD CTRY STOR7 sharesnew addition2026-03-312026-04-20

Sponsored

TEM TEMPUS AI INC4 shares0.00%2026-03-312026-04-20

MUFG MITSUBISHI UFJ FINANCIAL GRO10 sharesnew addition2026-03-312026-04-20

VST VISTRA CORP1 shares0.00%2026-03-312026-04-20

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC5 shares0.00%2026-03-312026-04-20

AAL AMERICAN AIRLINES GROUP INC10 shares0.00%2026-03-312026-04-20

L LOEWS CORP1 shares0.00%2026-03-312026-04-20

EMBC EMBECTA CORP9 shares-94.30%2026-03-312026-04-20

DOW DOW HLDGS INC1 shares-96.15%2026-03-312026-04-20

Sponsored

XAIR BEYOND AIR INC50 shares0.00%2026-03-312026-04-20

SKILLZ INC SKILLZ INC10 shares0.00%2026-03-312026-04-20

BONK INC BONK INC2 shares0.00%2026-03-312026-04-20

OGN ORGANON & CO1 shares0.00%2026-03-312026-04-20

HCWC HEALTHY CHOICE WELLNESS CORP1 shares0.00%2026-03-312026-04-20

GLW

CORNING INC

-18.79%

Shares311.0K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

0.63%

Shares157.1K

Event2026-03-31

Filed2026-04-20

BROADCOM INC

-4.09%

Shares119.6K

Event2026-03-31

Filed2026-04-20

RTX

RTX CORPORATION

-6.48%

Shares173.7K

Event2026-03-31

Filed2026-04-20

ETR

ENTERGY CORP NEW

-9.42%

Shares278.5K

Event2026-03-31

Filed2026-04-20

CVX

CHEVRON CORPORATION

8.47%

Shares147.3K

Event2026-03-31

Filed2026-04-20

ROYAL BK CDA

-6.38%

Shares181.9K

Event2026-03-31

Filed2026-04-20

TORONTO DOMINION BK ONT

-5.73%

Shares306.2K

Event2026-03-31

Filed2026-04-20

AT&T INC

-0.18%

Shares979.8K

Event2026-03-31

Filed2026-04-20

NVS

NOVARTIS AG

-2.88%

Shares185.6K

Event2026-03-31

Filed2026-04-20

SLB

SLB LIMITED

0.51%

Shares541.1K

Event2026-03-31

Filed2026-04-20

EATON CORP PLC

0.54%

Shares77.6K

Event2026-03-31

Filed2026-04-20

MERCK & CO INC

-0.40%

Shares229.4K

Event2026-03-31

Filed2026-04-20

STT

STATE STR CORP

0.54%

Shares215.9K

Event2026-03-31

Filed2026-04-20

LNT

ALLIANT ENERGY CORP

1.02%

Shares373.8K

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHOLESALE CORPORATION

0.01%

Shares26.8K

Event2026-03-31

Filed2026-04-20

DUKE ENERGY CORP NEW

0.25%

Shares203.8K

Event2026-03-31

Filed2026-04-20

FAST

FASTENAL CO

0.70%

Shares570.2K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

1.07%

Shares71.4K

Event2026-03-31

Filed2026-04-20

COCA COLA CO

0.63%

Shares345.2K

Event2026-03-31

Filed2026-04-20

AEP

AMERICAN ELEC PWR CO INC

0.43%

Shares192.2K

Event2026-03-31

Filed2026-04-20

AMGN

AMGEN INC

-1.20%

Shares71.5K

Event2026-03-31

Filed2026-04-20

PNC

PNC FINL SVCS GROUP INC

0.50%

Shares120.5K

Event2026-03-31

Filed2026-04-20

IBM

INTERNATIONAL BUSINESS MACHS

-0.04%

Shares102.7K

Event2026-03-31

Filed2026-04-20

VISA INC

1.41%

Shares81.1K

Event2026-03-31

Filed2026-04-20

DOMINION ENERGY INC

1.14%

Shares391.9K

Event2026-03-31

Filed2026-04-20

NFLX

NETFLIX INC.

5286.04%

Shares235.4K

Event2026-03-31

Filed2026-04-20

TFC

TRUIST FINL CORP

1.60%

Shares486.4K

Event2026-03-31

Filed2026-04-20

SYK

STRYKER CORPORATION

1.51%

Shares67.8K

Event2026-03-31

Filed2026-04-20

BLACKROCK INC

0.23%

Shares23.1K

Event2026-03-31

Filed2026-04-20

PEP

PEPSICO INC

2.44%

Shares140.5K

Event2026-03-31

Filed2026-04-20

MEDTRONIC PLC

0.98%

Shares249.8K

Event2026-03-31

Filed2026-04-20

CTAS

CINTAS CORP

1.28%

Shares127.0K

Event2026-03-31

Filed2026-04-20

ORCL

ORACLE CORP

4.62%

Shares142.2K

Event2026-03-31

Filed2026-04-20

CME

CME GROUP INC

4.85%

Shares70.3K

Event2026-03-31

Filed2026-04-20

HOME DEPOT INC

0.63%

Shares62.9K

Event2026-03-31

Filed2026-04-20

AGILENT TECHNOLOGIES INC

3.01%

Shares174.1K

Event2026-03-31

Filed2026-04-20

MCHP

MICROCHIP TECHNOLOGY INC.

1.23%

Shares304.0K

Event2026-03-31

Filed2026-04-20

UPS

UNITED PARCEL SVCS INC

5.95%

Shares192.0K

Event2026-03-31

Filed2026-04-20

PAYX

PAYCHEX INC

14.42%

Shares187.7K

Event2026-03-31

Filed2026-04-20

CMCSA

COMCAST CORP NEW

9.12%

Shares567.2K

Event2026-03-31

Filed2026-04-20

STANLEY BLACK & DECKER INC

1.75%

Shares212.3K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

-1.42%

Shares16.4K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

-0.63%

Shares49.0K

Event2026-03-31

Filed2026-04-20

HDV

ISHARES TR

3.18%

Shares33.7K

Event2026-03-31

Filed2026-04-20

SCHX

SCHWAB STRATEGIC TR

8.69%

Shares163.8K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

1.92%

Shares17.2K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

-4.69%

Shares5.2K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

-2.11%

Shares13.6K

Event2026-03-31

Filed2026-04-20

IGSB

ISHARES TR

4.90%

Shares40.6K

Event2026-03-31

Filed2026-04-20

IJH

ISHARES TR

3.48%

Shares21.6K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-4.00%

Shares5.0K

Event2026-03-31

Filed2026-04-20

COP

CONOCOPHILLIPS

-2.57%

Shares9.0K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-4.48%

Shares3.9K

Event2026-03-31

Filed2026-04-20

PROCTER & GAMBLE CO

-3.11%

Shares7.6K

Event2026-03-31

Filed2026-04-20

LLY

ELI LILLY & CO

-0.58%

Shares1.2K

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

-4.96%

Shares16.0K

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR

-1.45%

Shares1.7K

Event2026-03-31

Filed2026-04-20

DIA

STATE STR SPDR DOW JONES IND

-28.72%

Shares1.9K

Event2026-03-31

Filed2026-04-20

ALTRIA GROUP INC

-5.93%

Shares12.7K

Event2026-03-31

Filed2026-04-20

AFL

AFLAC INC

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-20

MICRON TECHNOLOGY INC

112.89%

Shares1.9K

Event2026-03-31

Filed2026-04-20

VBR

VANGUARD INDEX FDS

0.72%

Shares2.8K

Event2026-03-31

Filed2026-04-20

SFST

SOUTHERN FIRST BANCSHARES

-5.15%

Shares11.1K

Event2026-03-31

Filed2026-04-20

PHILIP MORRIS INTL INC

-0.66%

Shares3.6K

Event2026-03-31

Filed2026-04-20