Sponsored

The Analysis of Great Diamond Partners, LLC's Holdings & P&L

Currently, Great Diamond Partners, LLC holds 228 types of securities in its portfolio with a total value $519.5M. In the most recent quarter, they have increased their positions in DFAI (+267.1K shares, valued at $10.4M), HGER (+282.2K shares, valued at $8.8M), DYNF (+120.9K shares, valued at $7.0M); decreased their positions in SPY (-19.9K shares, valued at $13.0M), VUG (-14.0K shares, valued at $6.1M), N/A (-9.0K shares, valued at $3.2M); initiated new positions in DFAI (+267.1K shares, valued at $10.4M), HGER (+282.2K shares, valued at $8.8M), DYNF (+120.9K shares, valued at $7.0M).

1M P&L

+13.3M+2.58%

3M P&L

-54.4M-9.34%

HY P&L

-28.5M-5.12%

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/A263.5M

56.3%

2Software - Infrastructure19.9M

4.3%

3Drug Manufacturers - General12.8M

2.7%

Top Industries by Stock Count

1N/A76 stocks

36.7%

2Software - Application9 stocks

4.3%

3Drug Manufacturers - General7 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS86.2K shares0.75%2026-03-312026-05-12

IWV ISHARES TR72.1K shares-2.55%2026-03-312026-05-12

IEFA ISHARES TR282.4K shares-2.11%2026-03-312026-05-12

VXF VANGUARD INDEX FDS61.5K shares1.06%2026-03-312026-05-12

AGGH SIMPLIFY EXCHANGE TRADED FUN569.0K shares18.40%2026-03-312026-05-12

PG PROCTER & GAMBLE CO78.8K shares-0.30%2026-03-312026-05-12

AVEM AMERICAN CENTY ETF TR132.0K shares13.39%2026-03-312026-05-12

MSFT MICROSOFT CORP28.5K shares-3.68%2026-03-312026-05-12

Sponsored

DFAI DIMENSIONAL ETF TRUST267.1K sharesnew addition2026-03-312026-05-12

HGER HARBOR ETF TRUST282.2K sharesnew addition2026-03-312026-05-12

IDXX IDEXX LABS INC14.3K shares-0.17%2026-03-312026-05-12

PYLD PIMCO ETF TR304.6K shares18.90%2026-03-312026-05-12

AGZ ISHARES TR71.4K shares10.91%2026-03-312026-05-12

AAPL APPLE INC28.2K shares-0.07%2026-03-312026-05-12

VUG VANGUARD INDEX FDS16.4K shares-46.06%2026-03-312026-05-12

DYNF BLACKROCK ETF TRUST120.9K sharesnew addition2026-03-312026-05-12

Sponsored

IEI ISHARES TR57.8K shares14.42%2026-03-312026-05-12

BROADCOM INC BROADCOM INC20.9K shares4.17%2026-03-312026-05-12

NVDA NVIDIA CORPORATION36.8K shares-1.23%2026-03-312026-05-12

IJH ISHARES TR92.0K shares8.14%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T30.4K shares1.47%2026-03-312026-05-12

IBDT ISHARES TR220.7K shares17.70%2026-03-312026-05-12

XOM EXXON MOBIL CORP31.4K shares-0.23%2026-03-312026-05-12

ALPHABET INC ALPHABET INC18.4K shares-6.48%2026-03-312026-05-12

Sponsored

WM WASTE MGMT INC DEL21.2K shares2.85%2026-03-312026-05-12

ALPHABET INC ALPHABET INC15.7K shares-2.61%2026-03-312026-05-12

KLAC KLA CORP3.0K shares37.15%2026-03-312026-05-12

GLW CORNING INC32.5K shares103.12%2026-03-312026-05-12

IBDR ISHARES TR177.0K shares23.95%2026-03-312026-05-12

TDIV FIRST TR EXCHANGE TRADED FD45.0K shares-1.85%2026-03-312026-05-12

IBDS ISHARES TR170.1K shares11.69%2026-03-312026-05-12

CAH CARDINAL HEALTH INC19.3K shares6.79%2026-03-312026-05-12

Sponsored

WSM WILLIAMS SONOMA INC22.3K shares2.79%2026-03-312026-05-12

WELL WELLTOWER INC19.8K shares1.78%2026-03-312026-05-12

AMGN AMGEN INC10.4K shares-0.18%2026-03-312026-05-12

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC37.4K shares-6.95%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MANUFAC10.6K shares72.14%2026-03-312026-05-12

PH PARKER-HANNIFIN CORP4.0K shares1.04%2026-03-312026-05-12

LLY ELI LILLY & CO3.8K shares-7.44%2026-03-312026-05-12

AMZN AMAZON COM INC16.6K shares-7.40%2026-03-312026-05-12

Sponsored

JPM JPMORGAN CHASE & CO11.6K shares29.53%2026-03-312026-05-12

BK BANK NEW YORK MELLON CORP28.6K shares6.42%2026-03-312026-05-12

SPHY SPDR SERIES TRUST144.1K sharesnew addition2026-03-312026-05-12

EMB ISHARES TR34.7K shares11.09%2026-03-312026-05-12

IGIB ISHARES TR60.5K shares12.46%2026-03-312026-05-12

SJNK SPDR SERIES TRUST126.4K shares22.33%2026-03-312026-05-12

CAT CATERPILLAR INC4.3K shares372.79%2026-03-312026-05-12

TPR TAPESTRY INC21.6K shares2.40%2026-03-312026-05-12

Sponsored

LVS LAS VEGAS SANDS CORP53.6K sharesnew addition2026-03-312026-05-12

HD HOME DEPOT INC8.5K shares-1.02%2026-03-312026-05-12

NEE NEXTERA ENERGY INC30.2K shares-2.40%2026-03-312026-05-12

TAN INVESCO EXCH TRADED FD TR II49.7K sharesnew addition2026-03-312026-05-12

UNM UNUM GROUP37.8K shares2.56%2026-03-312026-05-12

BLACKROCK INC BLACKROCK INC2.8K shares1.90%2026-03-312026-05-12

XOP SPDR SERIES TRUST14.8K sharesnew addition2026-03-312026-05-12

SMH VANECK ETF TRUST7.0K sharesnew addition2026-03-312026-05-12

Sponsored

AFL AFLAC INC24.2K shares2.60%2026-03-312026-05-12

XME SPDR SERIES TRUST24.5K sharesnew addition2026-03-312026-05-12

XTL SPDR SERIES TRUST14.1K sharesnew addition2026-03-312026-05-12

GRMN GARMIN LTD11.3K shares5.92%2026-03-312026-05-12

WMB WILLIAMS COS INC35.7K shares2.39%2026-03-312026-05-12

QTUM ETF SER SOLUTIONS24.2K sharesnew addition2026-03-312026-05-12

ITA ISHARES TR11.9K shares-8.02%2026-03-312026-05-12

DTCR GLOBAL X FDS107.6K sharesnew addition2026-03-312026-05-12

Sponsored

DMBS DOUBLELINE ETF TRUST52.1K sharesnew addition2026-03-312026-05-12

SHLD GLOBAL X FDS36.1K shares-8.58%2026-03-312026-05-12

PAAA PGIM ETF TR49.0K shares14.85%2026-03-312026-05-12

ADP AUTOMATIC DATA PROCESSING IN12.2K shares-2.87%2026-03-312026-05-12

PKB INVESCO EXCHANGE TRADED FD T25.3K shares-4.35%2026-03-312026-05-12

CMI CUMMINS INC4.5K sharesnew addition2026-03-312026-05-12

ABBV ABBVIE INC10.8K shares8.98%2026-03-312026-05-12

BARRICK MNG CORP BARRICK MNG CORP57.0K shares3.76%2026-03-312026-05-12

Sponsored

R RYDER SYS INC11.1K shares1.55%2026-03-312026-05-12

ABT ABBOTT LABORATORIES22.0K shares-1.01%2026-03-312026-05-12

PAYX PAYCHEX INC24.1K shares1.12%2026-03-312026-05-12

MS MORGAN STANLEY13.1K shares-1.01%2026-03-312026-05-12

TJX TJX COS INC NEW13.3K shares2.92%2026-03-312026-05-12

COP CONOCOPHILLIPS15.0K shares-1.41%2026-03-312026-05-12

IJR ISHARES TR15.7K shares-8.73%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T3.0K shares-87.04%2026-03-312026-05-12

Sponsored

V VISA INC6.3K shares-2.05%2026-03-312026-05-12

AMP AMERIPRISE FINL INC4.2K shares-1.92%2026-03-312026-05-12

META META PLATFORMS INC3.2K shares1.67%2026-03-312026-05-12

WMT WALMART INC13.8K shares-22.96%2026-03-312026-05-12

CVX CHEVRON CORPORATION8.2K shares1.07%2026-03-312026-05-12

IBDU ISHARES TR66.9K shares22.71%2026-03-312026-05-12

SPDW SPDR INDEX SHS FDS33.8K shares29.57%2026-03-312026-05-12

NEM NEWMONT CORP14.2K shares6.25%2026-03-312026-05-12

Sponsored

VCSH VANGUARD SCOTTSDALE FDS19.1K shares-0.65%2026-03-312026-05-12

VYM VANGUARD WHITEHALL FDS10.2K shares0.00%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.0K shares-0.26%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON5.9K shares-0.84%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS2.4K shares-61.16%2026-03-312026-05-12

ORCL ORACLE CORP9.7K shares-59.46%2026-03-312026-05-12

T AT&T INC48.9K shares81.09%2026-03-312026-05-12

TSLA TESLA INC3.8K shares2.14%2026-03-312026-05-12

Sponsored

EVR EVERCORE INC4.7K shares19.71%2026-03-312026-05-12

SHEL SHELL PLC14.7K shares5.35%2026-03-312026-05-12

NFLX NETFLIX INC.14.2K shares-1.75%2026-03-312026-05-12

LINDE PLC LINDE PLC2.6K shares-2.30%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR2.2K shares0.42%2026-03-312026-05-12

ECL ECOLAB INC4.7K shares-0.89%2026-03-312026-05-12

DSI ISHARES TR10.3K shares-4.92%2026-03-312026-05-12

CSCO CISCO SYS INC15.6K shares0.51%2026-03-312026-05-12

Sponsored

VIG VANGUARD SPECIALIZED FUNDS5.3K shares-1.12%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO3.7K shares-0.11%2026-03-312026-05-12

APH AMPHENOL CORP8.9K shares-7.73%2026-03-312026-05-12

EMLP FIRST TR EXCHANGE-TRADED FD25.0K shares-2.53%2026-03-312026-05-12

VO VANGUARD INDEX FDS3.7K shares5.03%2026-03-312026-05-12

DTH WISDOMTREE TR19.4K shares-2.02%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC8.5K shares-1.78%2026-03-312026-05-12

HON HONEYWELL INTL INC4.5K shares-0.04%2026-03-312026-05-12

Sponsored

DEM WISDOMTREE TR20.5K sharesnew addition2026-03-312026-05-12

PCAR PACCAR INC8.7K shares-2.76%2026-03-312026-05-12

EBAY EBAY INC.10.7K shares138.37%2026-03-312026-05-12

KO COCA COLA CO12.4K shares-0.84%2026-03-312026-05-12

IBTH ISHARES TR42.0K shares87.69%2026-03-312026-05-12

JEPQ J P MORGAN EXCHANGE TRADED F16.5K shares-0.38%2026-03-312026-05-12

SYK STRYKER CORPORATION2.8K shares-1.04%2026-03-312026-05-12

PANW PALO ALTO NETWORKS INC5.6K shares3.57%2026-03-312026-05-12

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.5K shares-54.45%2026-03-312026-05-12

IBTG ISHARES TR38.9K shares106.59%2026-03-312026-05-12

MA MASTERCARD INCORPORATED1.7K shares-2.97%2026-03-312026-05-12

IGSB ISHARES TR15.7K shares-0.90%2026-03-312026-05-12

IBTI ISHARES TR36.5K shares107.02%2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC2.3K shares-79.92%2026-03-312026-05-12

PEP PEPSICO INC5.2K shares-7.38%2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP3.7K shares-3.86%2026-03-312026-05-12

Sponsored

VCIT VANGUARD SCOTTSDALE FDS9.5K shares4.11%2026-03-312026-05-12

BA BOEING CO3.7K shares-1.31%2026-03-312026-05-12

INTU INTUIT1.7K shares-25.33%2026-03-312026-05-12

PKG PACKAGING CORP AMER3.4K shares145.62%2026-03-312026-05-12

BAC BANK AMERICA CORP14.6K shares-7.51%2026-03-312026-05-12

ESGU ISHARES TR5.0K shares7.60%2026-03-312026-05-12

CHRW C H ROBINSON WORLDWIDE IN4.2K sharesnew addition2026-03-312026-05-12

TXN TEXAS INSTRS INC3.6K shares-7.02%2026-03-312026-05-12

Sponsored

XLG INVESCO EXCHANGE TRADED FD T12.7K shares-30.23%2026-03-312026-05-12

RTX RTX CORPORATION3.6K shares-0.70%2026-03-312026-05-12

WAT WATERS CORP2.2K shares0.00%2026-03-312026-05-12

IBDV ISHARES TR30.0K shares31.97%2026-03-312026-05-12

QCOM QUALCOMM INC5.0K shares-2.61%2026-03-312026-05-12

EFA ISHARES TR6.5K shares0.00%2026-03-312026-05-12

VRTX VERTEX PHARMACEUTICALS INC1.4K shares-0.85%2026-03-312026-05-12

ESML ISHARES TR13.3K shares6.82%2026-03-312026-05-12

Sponsored

CARR CARRIER GLOBAL CORPORATION10.9K shares-0.87%2026-03-312026-05-12

ESGD ISHARES TR6.4K shares6.19%2026-03-312026-05-12

MCD MCDONALDS CORP1.9K shares-1.53%2026-03-312026-05-12

DHR DANAHER CORP DEL3.1K shares-0.98%2026-03-312026-05-12

EMR EMERSON ELEC CO4.5K shares0.92%2026-03-312026-05-12

ROP ROPER TECHNOLOGIES INC1.6K shares1.43%2026-03-312026-05-12

IBTJ ISHARES TR25.9K shares50.96%2026-03-312026-05-12

UNP UNION PAC CORP2.3K shares-1.50%2026-03-312026-05-12

Sponsored

ULTA ULTA BEAUTY INC1.1K shares-2.31%2026-03-312026-05-12

NVO NOVO-NORDISK A S14.8K shares-0.19%2026-03-312026-05-12

LIT GLOBAL X FDS7.1K sharesnew addition2026-03-312026-05-12

CTA SIMPLIFY EXCHANGE TRADED FUN17.3K shares24.81%2026-03-312026-05-12

ISHARES GOLD TR ISHARES GOLD TR5.7K shares-18.49%2026-03-312026-05-12

PAVE GLOBAL X FDS10.0K shares8.22%2026-03-312026-05-12

UNILEVER PLC UNILEVER PLC8.8K shares-2.00%2026-03-312026-05-12

ICE INTERCONTINENTAL EXCHANGE IN3.1K shares-0.86%2026-03-312026-05-12

Sponsored

GE AEROSPACE GE AEROSPACE1.7K shares-1.27%2026-03-312026-05-12

DIS DISNEY WALT CO4.9K shares0.97%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION461 shares1.32%2026-03-312026-05-12

SHOP SHOPIFY INC3.8K shares-3.68%2026-03-312026-05-12

EQT CORP EQT CORP6.9K shares-64.06%2026-03-312026-05-12

IBDW ISHARES TR20.9K shares44.34%2026-03-312026-05-12

MTD METTLER TOLEDO INTERNATIONAL345 shares0.00%2026-03-312026-05-12

MEDTRONIC PLC MEDTRONIC PLC5.0K shares-0.32%2026-03-312026-05-12

Sponsored

GS GOLDMAN SACHS GROUP INC512 shares-3.40%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC879 shares-6.29%2026-03-312026-05-12

SLB SLB LIMITED8.4K shares-0.48%2026-03-312026-05-12

ASML ASML HLDG NV325 shares-10.22%2026-03-312026-05-12

SBUX STARBUCKS CORP4.7K shares-5.53%2026-03-312026-05-12

HWM HOWMET AEROSPACE INC1.8K shares-0.33%2026-03-312026-05-12

IVV ISHARES TR642 shares0.00%2026-03-312026-05-12

MNST MONSTER BEVERAGE CORP NEW5.8K shares-1.13%2026-03-312026-05-12

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.7K shares-68.95%2026-03-312026-05-12

AEP AMERICAN ELEC PWR CO INC3.2K shares0.19%2026-03-312026-05-12

CRM SALESFORCE INC2.2K shares-22.41%2026-03-312026-05-12

VB VANGUARD INDEX FDS1.5K shares5.11%2026-03-312026-05-12

AMT AMERICAN TOWER CORP2.2K shares-0.40%2026-03-312026-05-12

NVS NOVARTIS AG2.5K shares-1.10%2026-03-312026-05-12

ASTRAZENECA PLC ASTRAZENECA PLC1.9K sharesnew addition2026-03-312026-05-12

SLV ISHARES SILVER TR5.6K shares-40.81%2026-03-312026-05-12

Sponsored

HOLX HOLOGIC INC5.0K shares0.00%2026-03-312026-05-12

GEV GE VERNOVA INC432 shares-0.92%2026-03-312026-05-12

REGN REGENERON PHARMACEUTICALS484 shares-2.02%2026-03-312026-05-12

SHW SHERWIN WILLIAMS CO1.1K shares0.00%2026-03-312026-05-12

IEMG ISHARES INC5.2K shares-47.19%2026-03-312026-05-12

GLD SPDR GOLD TR765 shares0.00%2026-03-312026-05-12

XYL XYLEM INC2.7K shares16.25%2026-03-312026-05-12

ESGE ISHARES INC7.1K shares3.71%2026-03-312026-05-12

Sponsored

DE DEERE & CO569 shares-1.90%2026-03-312026-05-12

IBDX ISHARES TR12.6K shares40.19%2026-03-312026-05-12

CTVA CORTEVA INC3.7K shares0.30%2026-03-312026-05-12

ADSK AUTODESK INC1.3K shares-1.01%2026-03-312026-05-12

PSX PHILLIPS 661.7K shares-5.16%2026-03-312026-05-12

IBTK ISHARES TR15.0K sharesnew addition2026-03-312026-05-12

ISRG INTUITIVE SURGICAL INC626 shares-7.12%2026-03-312026-05-12

AZO AUTOZONE INC83 shares-4.60%2026-03-312026-05-12

Sponsored

GRID FIRST TR EXCHANGE-TRADED FD1.7K shares2.03%2026-03-312026-05-12

BATT AMPLIFY ETF TR18.6K shares3.37%2026-03-312026-05-12

PNC PNC FINL SVCS GROUP INC1.3K shares-5.74%2026-03-312026-05-12

SO SOUTHERN CO2.8K shares0.47%2026-03-312026-05-12

NKE NIKE INC5.1K shares2.63%2026-03-312026-05-12

FI FISERV INC4.8K shares4.24%2026-03-312026-05-12

XEL XCEL ENERGY INC3.3K shares0.18%2026-03-312026-05-12

OTIS OTIS WORLDWIDE CORP3.4K shares-1.54%2026-03-312026-05-12

Sponsored

IBTL ISHARES TR12.6K sharesnew addition2026-03-312026-05-12

LOW LOWES COS INC1.1K shares-17.01%2026-03-312026-05-12

CNRG SPDR SERIES TRUST2.8K sharesnew addition2026-03-312026-05-12

ROK ROCKWELL AUTOMATION INC694 shares25.72%2026-03-312026-05-12

NSC NORFOLK SOUTHN CORP864 shares-3.57%2026-03-312026-05-12

KMI KINDER MORGAN INC DEL7.3K shares0.41%2026-03-312026-05-12

PBW INVESCO EXCHANGE TRADED FD T7.7K shares8.32%2026-03-312026-05-12

QNITY ELECTRONICS INC QNITY ELECTRONICS INC2.1K sharesnew addition2026-03-312026-05-12

Sponsored

PWR QUANTA SVCS INC431 sharesnew addition2026-03-312026-05-12

DIA STATE STR SPDR DOW JONES IND508 shares0.20%2026-03-312026-05-12

FDX FEDEX CORP646 sharesnew addition2026-03-312026-05-12

HLT HILTON WORLDWIDE HLDGS INC737 shares-0.54%2026-03-312026-05-12

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC4.9K sharesnew addition2026-03-312026-05-12

YUM YUM BRANDS INC1.4K shares-0.90%2026-03-312026-05-12

WAB WABTEC887 sharesnew addition2026-03-312026-05-12

VGK VANGUARD INTL EQUITY INDEX F2.6K shares-13.33%2026-03-312026-05-12

Sponsored

VZ VERIZON COMMUNICATIONS INC4.2K sharesnew addition2026-03-312026-05-12

HSIC SCHEIN HENRY INC2.8K shares0.00%2026-03-312026-05-12

BKNG BOOKING HOLDINGS INC48 shares-2.04%2026-03-312026-05-12

LYG LLOYDS BANKING GROUP PLC13.0K shares1.53%2026-03-312026-05-12

VTI

VANGUARD INDEX FDS

0.75%

Shares86.2K

Event2026-03-31

Filed2026-05-12

IWV

ISHARES TR

-2.55%

Shares72.1K

Event2026-03-31

Filed2026-05-12

IEFA

ISHARES TR

-2.11%

Shares282.4K

Event2026-03-31

Filed2026-05-12

VXF

VANGUARD INDEX FDS

1.06%

Shares61.5K

Event2026-03-31

Filed2026-05-12

AGGH

SIMPLIFY EXCHANGE TRADED FUN

18.40%

Shares569.0K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

-0.30%

Shares78.8K

Event2026-03-31

Filed2026-05-12

AVEM

AMERICAN CENTY ETF TR

13.39%

Shares132.0K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-3.68%

Shares28.5K

Event2026-03-31

Filed2026-05-12

DFAI

DIMENSIONAL ETF TRUST

New

Shares267.1K

Event2026-03-31

Filed2026-05-12

HGER

HARBOR ETF TRUST

New

Shares282.2K

Event2026-03-31

Filed2026-05-12

IDXX

IDEXX LABS INC

-0.17%

Shares14.3K

Event2026-03-31

Filed2026-05-12

PYLD

PIMCO ETF TR

18.90%

Shares304.6K

Event2026-03-31

Filed2026-05-12

AGZ

ISHARES TR

10.91%

Shares71.4K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-0.07%

Shares28.2K

Event2026-03-31

Filed2026-05-12

VUG

VANGUARD INDEX FDS

-46.06%

Shares16.4K

Event2026-03-31

Filed2026-05-12

DYNF

BLACKROCK ETF TRUST

New

Shares120.9K

Event2026-03-31

Filed2026-05-12

IEI

ISHARES TR

14.42%

Shares57.8K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

4.17%

Shares20.9K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

-1.23%

Shares36.8K

Event2026-03-31

Filed2026-05-12

IJH

ISHARES TR

8.14%

Shares92.0K

Event2026-03-31

Filed2026-05-12

INVESCO EXCHANGE TRADED FD T

1.47%

Shares30.4K

Event2026-03-31

Filed2026-05-12

IBDT

ISHARES TR

17.70%

Shares220.7K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

-0.23%

Shares31.4K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-6.48%

Shares18.4K

Event2026-03-31

Filed2026-05-12

WASTE MGMT INC DEL

2.85%

Shares21.2K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-2.61%

Shares15.7K

Event2026-03-31

Filed2026-05-12

KLAC

KLA CORP

37.15%

Shares3.0K

Event2026-03-31

Filed2026-05-12

GLW

CORNING INC

103.12%

Shares32.5K

Event2026-03-31

Filed2026-05-12

IBDR

ISHARES TR

23.95%

Shares177.0K

Event2026-03-31

Filed2026-05-12

TDIV

FIRST TR EXCHANGE TRADED FD

-1.85%

Shares45.0K

Event2026-03-31

Filed2026-05-12

IBDS

ISHARES TR

11.69%

Shares170.1K

Event2026-03-31

Filed2026-05-12

CAH

CARDINAL HEALTH INC

6.79%

Shares19.3K

Event2026-03-31

Filed2026-05-12

WSM

WILLIAMS SONOMA INC

2.79%

Shares22.3K

Event2026-03-31

Filed2026-05-12

WELL

WELLTOWER INC

1.78%

Shares19.8K

Event2026-03-31

Filed2026-05-12

AMGN

AMGEN INC

-0.18%

Shares10.4K

Event2026-03-31

Filed2026-05-12

ANGLOGOLD ASHANTI PLC

-6.95%

Shares37.4K

Event2026-03-31

Filed2026-05-12

TSM

TAIWAN SEMICONDUCTOR MANUFAC

72.14%

Shares10.6K

Event2026-03-31

Filed2026-05-12

PARKER-HANNIFIN CORP

1.04%

Shares4.0K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

-7.44%

Shares3.8K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-7.40%

Shares16.6K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

29.53%

Shares11.6K

Event2026-03-31

Filed2026-05-12

BANK NEW YORK MELLON CORP

6.42%

Shares28.6K

Event2026-03-31

Filed2026-05-12

SPHY

SPDR SERIES TRUST

New

Shares144.1K

Event2026-03-31

Filed2026-05-12

EMB

ISHARES TR

11.09%

Shares34.7K

Event2026-03-31

Filed2026-05-12

IGIB

ISHARES TR

12.46%

Shares60.5K

Event2026-03-31

Filed2026-05-12

SJNK

SPDR SERIES TRUST

22.33%

Shares126.4K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

372.79%

Shares4.3K

Event2026-03-31

Filed2026-05-12

TPR

TAPESTRY INC

2.40%

Shares21.6K

Event2026-03-31

Filed2026-05-12

LVS

LAS VEGAS SANDS CORP

New

Shares53.6K

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

-1.02%

Shares8.5K

Event2026-03-31

Filed2026-05-12

NEE

NEXTERA ENERGY INC

-2.40%

Shares30.2K

Event2026-03-31

Filed2026-05-12

TAN

INVESCO EXCH TRADED FD TR II

New

Shares49.7K

Event2026-03-31

Filed2026-05-12

UNM

UNUM GROUP

2.56%

Shares37.8K

Event2026-03-31

Filed2026-05-12

BLACKROCK INC

1.90%

Shares2.8K

Event2026-03-31

Filed2026-05-12

XOP

SPDR SERIES TRUST

New

Shares14.8K

Event2026-03-31

Filed2026-05-12

SMH

VANECK ETF TRUST

New

Shares7.0K

Event2026-03-31

Filed2026-05-12

AFL

AFLAC INC

2.60%

Shares24.2K

Event2026-03-31

Filed2026-05-12

XME

SPDR SERIES TRUST

New

Shares24.5K

Event2026-03-31

Filed2026-05-12

XTL

SPDR SERIES TRUST

New

Shares14.1K

Event2026-03-31

Filed2026-05-12

GRMN

GARMIN LTD

5.92%

Shares11.3K

Event2026-03-31

Filed2026-05-12

WMB

WILLIAMS COS INC

2.39%

Shares35.7K

Event2026-03-31

Filed2026-05-12

QTUM

ETF SER SOLUTIONS

New

Shares24.2K

Event2026-03-31

Filed2026-05-12

ITA

ISHARES TR

-8.02%

Shares11.9K

Event2026-03-31

Filed2026-05-12

DTCR

GLOBAL X FDS

New

Shares107.6K

Event2026-03-31

Filed2026-05-12

DMBS

DOUBLELINE ETF TRUST

New

Shares52.1K

Event2026-03-31

Filed2026-05-12

SHLD

GLOBAL X FDS

-8.58%

Shares36.1K

Event2026-03-31

Filed2026-05-12

PAAA

PGIM ETF TR

14.85%

Shares49.0K

Event2026-03-31

Filed2026-05-12

ADP

AUTOMATIC DATA PROCESSING IN

-2.87%

Shares12.2K

Event2026-03-31

Filed2026-05-12

PKB

INVESCO EXCHANGE TRADED FD T

-4.35%

Shares25.3K

Event2026-03-31

Filed2026-05-12

CMI

CUMMINS INC

New

Shares4.5K

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

8.98%

Shares10.8K

Event2026-03-31

Filed2026-05-12

BARRICK MNG CORP

3.76%

Shares57.0K

Event2026-03-31

Filed2026-05-12

RYDER SYS INC

1.55%

Shares11.1K

Event2026-03-31

Filed2026-05-12

ABT

ABBOTT LABORATORIES

-1.01%

Shares22.0K

Event2026-03-31

Filed2026-05-12

PAYX

PAYCHEX INC

1.12%

Shares24.1K

Event2026-03-31

Filed2026-05-12

MORGAN STANLEY

-1.01%

Shares13.1K

Event2026-03-31

Filed2026-05-12

TJX

TJX COS INC NEW

2.92%

Shares13.3K

Event2026-03-31

Filed2026-05-12

COP

CONOCOPHILLIPS

-1.41%

Shares15.0K

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR

-8.73%

Shares15.7K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

-87.04%

Shares3.0K

Event2026-03-31

Filed2026-05-12

VISA INC

-2.05%

Shares6.3K

Event2026-03-31

Filed2026-05-12

AMP

AMERIPRISE FINL INC

-1.92%

Shares4.2K

Event2026-03-31

Filed2026-05-12