Sponsored

The Analysis of GREENWOOD CAPITAL ASSOCIATES LLC's Holdings & P&L

Currently, GREENWOOD CAPITAL ASSOCIATES LLC holds 286 types of securities in its portfolio with a total value $907.6M. In the most recent quarter, they have increased their positions in DOW (+157.8K shares, valued at $6.6M), AMGN (+16.3K shares, valued at $5.7M), TMUS (+23.4K shares, valued at $4.9M); decreased their positions in MCHI (-78.4K shares, valued at $4.4M), DIS (-44.6K shares, valued at $4.3M), TEVA (-142.1K shares, valued at $4.3M); initiated new positions in TMUS (+23.4K shares, valued at $4.9M), PSTG (+82.0K shares, valued at $4.8M), SLB (+89.5K shares, valued at $4.6M).

1M P&L

+36.3M+4.35%

3M P&L

+36.6M+4.39%

HY P&L

+78.6M+9.91%

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/A288.6M

36.2%

2Drug Manufacturers - General38.6M

4.8%

3Software - Infrastructure37.0M

4.6%

Top Industries by Stock Count

1N/A74 stocks

28.7%

2Semiconductors12 stocks

4.7%

3Banks - Regional12 stocks

4.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR55.3K shares-7.31%2026-03-312026-04-29

AAPL APPLE INC141.1K shares-4.04%2026-03-312026-04-29

BBEU J P MORGAN EXCHANGE TRADED F382.9K shares1.12%2026-03-312026-04-29

ALPHABET INC ALPHABET INC94.2K shares-10.24%2026-03-312026-04-29

MSFT MICROSOFT CORP71.2K shares10.48%2026-03-312026-04-29

AMZN AMAZON COM INC78.9K shares-3.85%2026-03-312026-04-29

DFAX DIMENSIONAL ETF TRUST460.5K shares18.01%2026-03-312026-04-29

EMXC ISHARES INC191.8K shares-0.38%2026-03-312026-04-29

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL31.2K shares-8.07%2026-03-312026-04-29

GVI ISHARES TR138.7K shares1.30%2026-03-312026-04-29

AGG ISHARES TR141.3K shares4.26%2026-03-312026-04-29

IPAC ISHARES TR182.8K shares3.26%2026-03-312026-04-29

IXUS ISHARES TR138.3K shares2.12%2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS48.5K shares5.51%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON47.2K shares-3.36%2026-03-312026-04-29

LLY ELI LILLY & CO12.0K shares-3.31%2026-03-312026-04-29

Sponsored

AMGN AMGEN INC30.4K shares115.52%2026-03-312026-04-29

JIRE J P MORGAN EXCHANGE TRADED F130.4K shares1.76%2026-03-312026-04-29

BROADCOM INC BROADCOM INC31.9K shares-10.79%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO33.2K shares-13.07%2026-03-312026-04-29

PANW PALO ALTO NETWORKS INC60.8K shares16.25%2026-03-312026-04-29

VGSH VANGUARD SCOTTSDALE FDS166.0K shares-2.76%2026-03-312026-04-29

NEE NEXTERA ENERGY INC102.1K shares-3.01%2026-03-312026-04-29

TXN TEXAS INSTRS INC48.1K shares-1.21%2026-03-312026-04-29

Sponsored

XOM EXXON MOBIL CORP53.6K shares-18.66%2026-03-312026-04-29

DFUS DIMENSIONAL ETF TRUST123.9K shares1.57%2026-03-312026-04-29

REGN REGENERON PHARMACEUTICALS11.3K shares-2.32%2026-03-312026-04-29

NFLX NETFLIX INC.85.1K shares35.68%2026-03-312026-04-29

DOW DOW HLDGS INC191.8K shares464.55%2026-03-312026-04-29

SPYV SPDR SERIES TRUST137.5K shares2.39%2026-03-312026-04-29

UITB VICTORY PORTFOLIOS II164.4K shares21.76%2026-03-312026-04-29

CSCO CISCO SYS INC98.2K shares-13.41%2026-03-312026-04-29

Sponsored

QCOM QUALCOMM INC59.0K shares110.52%2026-03-312026-04-29

META META PLATFORMS INC13.2K shares-4.86%2026-03-312026-04-29

MCD MCDONALDS CORP24.1K shares12.46%2026-03-312026-04-29

MAA MID-AMER APT CMNTYS INC60.4K shares-0.27%2026-03-312026-04-29

VMBS VANGUARD SCOTTSDALE FDS155.5K shares4.38%2026-03-312026-04-29

TJX TJX COS INC NEW45.0K shares-2.56%2026-03-312026-04-29

NKE NIKE INC131.7K shares-1.99%2026-03-312026-04-29

MS MORGAN STANLEY42.0K shares-24.75%2026-03-312026-04-29

Sponsored

IEF ISHARES TR70.5K shares4.37%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE23.5K shares-0.56%2026-03-312026-04-29

MSI MOTOROLA SOLUTIONS INC15.1K shares-2.08%2026-03-312026-04-29

HD HOME DEPOT INC19.7K shares-13.57%2026-03-312026-04-29

HBAN HUNTINGTON BANCSHARES INC407.4K shares6.61%2026-03-312026-04-29

CME CME GROUP INC21.6K shares-11.01%2026-03-312026-04-29

KO COCA COLA CO82.2K shares6.85%2026-03-312026-04-29

EATON CORP PLC EATON CORP PLC16.9K shares-1.18%2026-03-312026-04-29

Sponsored

WMT WALMART INC48.0K shares-23.43%2026-03-312026-04-29

UNH UNITEDHEALTH GROUP INC22.0K shares48.79%2026-03-312026-04-29

MEDTRONIC PLC MEDTRONIC PLC65.7K shares-22.30%2026-03-312026-04-29

BAC BANK AMERICA CORP112.8K shares-2.63%2026-03-312026-04-29

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F58.5K shares9.41%2026-03-312026-04-29

TEVA TEVA PHARMACEUTICAL INDS LTD180.4K shares-44.06%2026-03-312026-04-29

VRTX VERTEX PHARMACEUTICALS INC12.1K shares-1.79%2026-03-312026-04-29

J JACOBS SOLUTIONS INC41.6K shares41.48%2026-03-312026-04-29

Sponsored

EL LAUDER ESTEE COS INC73.5K shares48.65%2026-03-312026-04-29

VGLT VANGUARD SCOTTSDALE FDS95.1K shares30.23%2026-03-312026-04-29

DE DEERE & CO9.0K shares-22.85%2026-03-312026-04-29

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC51.1K shares47.26%2026-03-312026-04-29

FANG DIAMONDBACK ENERGY INC25.3K shares-12.55%2026-03-312026-04-29

DVN DEVON ENERGY CORP NEW99.1K shares11.53%2026-03-312026-04-29

SPGI S&P GLOBAL INC11.7K shares548.61%2026-03-312026-04-29

IJH ISHARES TR73.0K shares-33.07%2026-03-312026-04-29

Sponsored

TMUS T-MOBILE US INC23.4K sharesnew addition2026-03-312026-04-29

PSTG EVERPURE INC82.0K sharesnew addition2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR8.4K shares-1.39%2026-03-312026-04-29

AVLV AMERICAN CENTY ETF TR58.8K shares11.62%2026-03-312026-04-29

AVEM AMERICAN CENTY ETF TR58.2K shares15.82%2026-03-312026-04-29

SLB SLB LIMITED89.5K sharesnew addition2026-03-312026-04-29

FYLD CAMBRIA ETF TR117.2K shares114.47%2026-03-312026-04-29

CGDV CAPITAL GROUP DIVIDEND VALUE102.6K shares67.96%2026-03-312026-04-29

Sponsored

CEG CONSTELLATION ENERGY CORP15.5K shares2.39%2026-03-312026-04-29

AMD ADVANCED MICRO DEVICES INC21.1K shares7.98%2026-03-312026-04-29

FLCH FRANKLIN TEMPLETON ETF TR189.8K sharesnew addition2026-03-312026-04-29

FCX FREEPORT MCMORAN INC72.2K shares38.78%2026-03-312026-04-29

ADBE ADOBE INC17.4K sharesnew addition2026-03-312026-04-29

TT TRANE TECHNOLOGIES PLC10.0K shares-1.53%2026-03-312026-04-29

HSY HERSHEY CO19.8K sharesnew addition2026-03-312026-04-29

FELG FIDELITY COVINGTON TRUST108.1K shares13.79%2026-03-312026-04-29

Sponsored

ALPHABET INC ALPHABET INC13.5K shares-0.65%2026-03-312026-04-29

CRH PLC CRH PLC36.8K shares-38.95%2026-03-312026-04-29

EMR EMERSON ELEC CO28.8K shares-1.47%2026-03-312026-04-29

BUD ANHEUSER BUSCH INBEV SA NV52.4K sharesnew addition2026-03-312026-04-29

ADP AUTOMATIC DATA PROCESSING IN16.2K shares41.55%2026-03-312026-04-29

IJR ISHARES TR24.6K shares-1.57%2026-03-312026-04-29

VBK VANGUARD INDEX FDS9.7K shares1.46%2026-03-312026-04-29

CVX CHEVRON CORPORATION14.0K shares-4.11%2026-03-312026-04-29

Sponsored

VZ VERIZON COMMUNICATIONS INC57.5K shares-23.30%2026-03-312026-04-29

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW22.0K shares-20.98%2026-03-312026-04-29

JMEE J P MORGAN EXCHANGE TRADED F36.5K shares11.73%2026-03-312026-04-29

FESM FIDELITY COVINGTON TRUST63.7K shares11.53%2026-03-312026-04-29

PYPL PAYPAL HLDGS INC51.7K sharesnew addition2026-03-312026-04-29

PFFD GLOBAL X FDS126.0K shares2.76%2026-03-312026-04-29

D DOMINION ENERGY INC36.8K shares0.28%2026-03-312026-04-29

USMC PRINCIPAL EXCHANGE TRADED FD35.2K shares14.85%2026-03-312026-04-29

Sponsored

TGT TARGET CORP18.1K sharesnew addition2026-03-312026-04-29

ARM ARM HOLDINGS PLC13.8K sharesnew addition2026-03-312026-04-29

BMY BRISTOL-MYERS SQUIBB CO33.4K shares4.19%2026-03-312026-04-29

NJR NEW JERSEY RES CORP35.9K shares8.20%2026-03-312026-04-29

WEC ENERGY GROUP INC WEC ENERGY GROUP INC16.9K sharesnew addition2026-03-312026-04-29

KVUE KENVUE INC112.4K shares100.42%2026-03-312026-04-29

TSN TYSON FOODS INC30.2K shares8.39%2026-03-312026-04-29

PFF ISHARES TR63.8K shares-0.87%2026-03-312026-04-29

Sponsored

SKT TANGER INC56.8K shares11.60%2026-03-312026-04-29

SRE SEMPRA19.4K shares1.53%2026-03-312026-04-29

LMT LOCKHEED MARTIN CORP3.1K shares-3.53%2026-03-312026-04-29

KMB KIMBERLY-CLARK CORP19.1K shares45.04%2026-03-312026-04-29

LW LAMB WESTON HLDGS INC42.1K shares43.08%2026-03-312026-04-29

ADM ARCHER DANIELS MIDLAND CO24.4K shares-6.73%2026-03-312026-04-29

PG PROCTER & GAMBLE CO12.3K shares227.59%2026-03-312026-04-29

USIG ISHARES TR34.5K shares2.65%2026-03-312026-04-29

Sponsored

OKE ONEOK INC NEW19.3K shares-31.20%2026-03-312026-04-29

PEP PEPSICO INC11.0K shares498.37%2026-03-312026-04-29

IVZ INVESCO LTD66.2K shares-5.05%2026-03-312026-04-29

ALAB ASTERA LABS INC14.5K sharesnew addition2026-03-312026-04-29

PFE PFIZER INC56.0K shares1.58%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS2.6K sharesnew addition2026-03-312026-04-29

FAST FASTENAL CO32.8K sharesnew addition2026-03-312026-04-29

DBMF LITMAN GREGORY FDS TR50.4K shares42.01%2026-03-312026-04-29

Sponsored

XLU SELECT SECTOR SPDR TR32.8K shares-57.79%2026-03-312026-04-29

CTRA COTERRA ENERGY INC42.6K shares-45.59%2026-03-312026-04-29

FHN FIRST HORIZON CORPORATION63.5K shares-48.55%2026-03-312026-04-29

EMMF WISDOMTREE TR43.5K shares16.60%2026-03-312026-04-29

BBY BEST BUY INC22.3K shares7.85%2026-03-312026-04-29

ITW ILLINOIS TOOL WKS INC5.5K sharesnew addition2026-03-312026-04-29

CVS CVS HEALTH CORP19.8K shares0.36%2026-03-312026-04-29

DFGX DIMENSIONAL ETF TRUST25.9K shares0.73%2026-03-312026-04-29

Sponsored

SW SMURFIT WESTROCK PLC33.9K shares7.48%2026-03-312026-04-29

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC18.4K shares19.63%2026-03-312026-04-29

GIS GENERAL MILLS INC34.9K shares45.29%2026-03-312026-04-29

PPG PPG INDS INC12.1K sharesnew addition2026-03-312026-04-29

MCHP MICROCHIP TECHNOLOGY INC.19.7K sharesnew addition2026-03-312026-04-29

UPS UNITED PARCEL SVCS INC12.6K shares28.08%2026-03-312026-04-29

BP BP PLC25.9K shares-8.84%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC10.0K shares-3.42%2026-03-312026-04-29

Sponsored

AMCOR PLC AMCOR PLC30.1K sharesnew addition2026-03-312026-04-29

SYY SYSCO CORP16.5K sharesnew addition2026-03-312026-04-29

PNC PNC FINL SVCS GROUP INC5.6K shares-36.14%2026-03-312026-04-29

DVY ISHARES TR7.7K shares-64.75%2026-03-312026-04-29

NVDA NVIDIA CORPORATION6.6K shares-31.43%2026-03-312026-04-29

ABBV ABBVIE INC5.3K shares-1.10%2026-03-312026-04-29

SWKS SKYWORKS SOLUTIONS INC20.7K shares11.95%2026-03-312026-04-29

IWV ISHARES TR2.9K shares-0.31%2026-03-312026-04-29

Sponsored

EA SERIES TRUST EA SERIES TRUST21.5K shares0.00%2026-03-312026-04-29

TFC TRUIST FINL CORP22.9K shares0.30%2026-03-312026-04-29

WHR WHIRLPOOL CORP19.1K shares28.56%2026-03-312026-04-29

DFAR DIMENSIONAL ETF TRUST42.2K shares36.49%2026-03-312026-04-29

PFG PRINCIPAL FINANCIAL GROUP IN10.7K shares-44.61%2026-03-312026-04-29

APD AIR PRODUCTS AND CHEMICALS I3.3K sharesnew addition2026-03-312026-04-29

LNC LINCOLN NATL CORP IND26.4K shares-31.34%2026-03-312026-04-29

O REALTY INCOME CORP15.3K sharesnew addition2026-03-312026-04-29

Sponsored

NTR NUTRIEN LTD12.3K shares-46.31%2026-03-312026-04-29

DHR DANAHER CORP DEL4.9K shares-77.72%2026-03-312026-04-29

PDBC INVESCO ACTVELY MNGD ETC FD53.2K shares28.44%2026-03-312026-04-29

CFG CITIZENS FINL GROUP INC15.3K shares-39.03%2026-03-312026-04-29

GPC GENUINE PARTS CO8.5K sharesnew addition2026-03-312026-04-29

EMBD GLOBAL X FDS38.0K shares94.18%2026-03-312026-04-29

KEY KEYCORP43.9K shares-55.88%2026-03-312026-04-29

NXST NEXSTAR MEDIA GROUP INC4.8K shares-0.10%2026-03-312026-04-29

Sponsored

PEGA PEGASYSTEMS INC20.0K shares58.38%2026-03-312026-04-29

ABCB AMERIS BANCORP10.7K sharesnew addition2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.3K sharesnew addition2026-03-312026-04-29

HGER HARBOR ETF TRUST26.4K shares22.28%2026-03-312026-04-29

VTI VANGUARD INDEX FDS2.4K shares-2.97%2026-03-312026-04-29

CAT CATERPILLAR INC1.1K shares0.00%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION692 shares78.81%2026-03-312026-04-29

SCHH SCHWAB STRATEGIC TR32.0K shares24.71%2026-03-312026-04-29

Sponsored

GMED GLOBUS MED INC7.9K shares-4.56%2026-03-312026-04-29

LOW LOWES COS INC2.8K shares-12.22%2026-03-312026-04-29

DPZ DOMINOS PIZZA INC1.9K shares0.27%2026-03-312026-04-29

UNM UNUM GROUP9.0K sharesnew addition2026-03-312026-04-29

ACWX ISHARES TR9.4K sharesnew addition2026-03-312026-04-29

CHRD CHORD ENERGY CORPORATION4.4K shares27.95%2026-03-312026-04-29

SOUTHSTATE BK CORP SOUTHSTATE BK CORP6.7K sharesnew addition2026-03-312026-04-29

HUBBELL INC HUBBELL INC1.2K shares-6.67%2026-03-312026-04-29

Sponsored

GNRC GENERAC HLDGS INC3.1K shares-9.94%2026-03-312026-04-29

JEPI J P MORGAN EXCHANGE TRADED F10.2K shares-8.09%2026-03-312026-04-29

L LOEWS CORP5.3K shares-5.27%2026-03-312026-04-29

FPEI FIRST TR EXCH TRADED FD III29.6K shares22.84%2026-03-312026-04-29

EMLP FIRST TR EXCHANGE-TRADED FD12.8K shares29.90%2026-03-312026-04-29

SIHY HARBOR ETF TRUST12.4K shares23.32%2026-03-312026-04-29

LSCC LATTICE SEMICONDUCTOR CORP6.0K shares-24.40%2026-03-312026-04-29

NFG NATIONAL FUEL GAS CO5.8K shares-3.01%2026-03-312026-04-29

Sponsored

DFAC DIMENSIONAL ETF TRUST14.1K shares0.00%2026-03-312026-04-29

NVO NOVO-NORDISK A S14.5K sharesnew addition2026-03-312026-04-29

FMC FMC CORP30.6K shares96.02%2026-03-312026-04-29

ONTO ONTO INNOVATION INC2.6K shares-40.51%2026-03-312026-04-29

ST SENSATA TECHNOLOGIES HLDG PL14.9K shares26.06%2026-03-312026-04-29

GQI NATIXIS ETF TR9.6K sharesnew addition2026-03-312026-04-29

VIPER ENERGY INC VIPER ENERGY INC11.1K shares-3.78%2026-03-312026-04-29

IGLD FIRST TR EXCHANGE-TRADED FD20.3K shares29.70%2026-03-312026-04-29

Sponsored

GBCI GLACIER BANCORP INC NEW11.6K shares-5.57%2026-03-312026-04-29

VCTR VICTORY CAP HLDGS INC DEL7.9K shares1.53%2026-03-312026-04-29

KBH KB HOME10.0K shares-4.32%2026-03-312026-04-29

TDW TIDEWATER INC NEW6.2K shares-27.72%2026-03-312026-04-29

MOH MOLINA HEALTHCARE INC3.9K shares68.85%2026-03-312026-04-29

PCRX PACIRA BIOSCIENCES INC22.8K shares17.96%2026-03-312026-04-29

MOS MOSAIC CO20.1K shares-4.11%2026-03-312026-04-29

FTLS FIRST TR EXCH TRADED FD III7.2K shares33.26%2026-03-312026-04-29

Sponsored

BTAL AGF INVTS TR36.4K shares50.23%2026-03-312026-04-29

VEA VANGUARD TAX-MANAGED FDS7.9K shares0.00%2026-03-312026-04-29

SPXC SPX TECHNOLOGIES INC2.5K shares21.80%2026-03-312026-04-29

FBIN FORTUNE BRANDS INNOVATIONS I12.9K shares98.96%2026-03-312026-04-29

SGOV ISHARES TR5.0K sharesnew addition2026-03-312026-04-29

HALO HALOZYME THERAPEUTICS INC7.7K shares-1.06%2026-03-312026-04-29

UCON FIRST TR EXCHNG TRADED FD VI20.1K shares34.78%2026-03-312026-04-29

MHK MOHAWK INDS INC5.0K shares-7.67%2026-03-312026-04-29

Sponsored

CACI CACI INTL INC911 shares-5.50%2026-03-312026-04-29

CFR CULLEN FROST BANKERS INC3.6K sharesnew addition2026-03-312026-04-29

DIS DISNEY WALT CO5.1K shares-89.77%2026-03-312026-04-29

OTTR OTTER TAIL CORP5.6K shares35.15%2026-03-312026-04-29

FLR FLUOR CORP10.5K shares-18.24%2026-03-312026-04-29

OKTA OKTA INC6.2K shares-6.41%2026-03-312026-04-29

OCFC OCEANFIRST FINL CORP26.9K shares-0.18%2026-03-312026-04-29

NBTB NBT BANCORP INC11.4K shares42.35%2026-03-312026-04-29

Sponsored

MRCY MERCURY SYS INC6.6K shares-25.78%2026-03-312026-04-29

RMBS RAMBUS INC DEL5.6K shares-1.01%2026-03-312026-04-29

AMBA AMBARELLA INC9.0K shares46.93%2026-03-312026-04-29

PI IMPINJ INC4.5K sharesnew addition2026-03-312026-04-29

BUNGE GLOBAL SA BUNGE GLOBAL SA3.6K shares-72.53%2026-03-312026-04-29

MC MOELIS & CO7.9K shares-63.08%2026-03-312026-04-29

PRK PARK NATL CORP2.7K shares0.00%2026-03-312026-04-29

KEX KIRBY CORP3.3K shares-13.50%2026-03-312026-04-29

Sponsored

CHWY CHEWY INC16.2K shares7.94%2026-03-312026-04-29

MGNI MAGNITE INC36.8K shares-4.70%2026-03-312026-04-29

CG CARLYLE GROUP INC8.9K shares-3.48%2026-03-312026-04-29

HUBG HUB GROUP INC11.8K shares25.93%2026-03-312026-04-29

FR FIRST INDL RLTY TR INC7.4K shares-4.76%2026-03-312026-04-29

CW CURTISS WRIGHT CORP623 shares-9.71%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T652 shares8.31%2026-03-312026-04-29

LNG CHENIERE ENERGY INC1.4K sharesnew addition2026-03-312026-04-29

Sponsored

ASH ASHLAND INC7.1K sharesnew addition2026-03-312026-04-29

ALPS ETF TR ALPS ETF TR7.3K shares19.16%2026-03-312026-04-29

UTI UNIVERSAL TECHNICAL INST INC10.6K shares-50.53%2026-03-312026-04-29

WMB WILLIAMS COS INC5.2K sharesnew addition2026-03-312026-04-29

HXL HEXCEL CORP NEW4.6K shares-6.14%2026-03-312026-04-29

ZETA ZETA GLOBAL HOLDINGS CORP23.6K shares-0.30%2026-03-312026-04-29

VV VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-04-29

RTX RTX CORPORATION1.9K shares0.00%2026-03-312026-04-29

Sponsored

HUN HUNTSMAN CORP27.7K sharesnew addition2026-03-312026-04-29

ILMN ILLUMINA INC3.0K shares-16.43%2026-03-312026-04-29

VCIT VANGUARD SCOTTSDALE FDS4.4K shares0.00%2026-03-312026-04-29

EXEL EXELIXIS INC8.4K shares-4.69%2026-03-312026-04-29

MDGL MADRIGAL PHARMACEUTICALS INC682 sharesnew addition2026-03-312026-04-29

KTOS KRATOS DEFENSE & SEC SOLUTIO5.1K sharesnew addition2026-03-312026-04-29

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC4.1K sharesnew addition2026-03-312026-04-29

TAP MOLSON COORS BEVERAGE CO8.3K shares0.00%2026-03-312026-04-29

Sponsored

DOCU DOCUSIGN INC7.4K shares-5.86%2026-03-312026-04-29

JMBS JANUS DETROIT STR TR7.7K shares23.32%2026-03-312026-04-29

QAI NEW YORK LIFE INVESTMENTS ET10.1K shares-18.33%2026-03-312026-04-29

AEHR AEHR TEST SYS9.0K sharesnew addition2026-03-312026-04-29

GENI GENIUS SPORTS LIMITED75.6K shares53.82%2026-03-312026-04-29

ARISTA NETWORKS INC ARISTA NETWORKS INC2.7K shares-37.04%2026-03-312026-04-29

MCHI ISHARES TR5.9K shares-93.02%2026-03-312026-04-29

DAR DARLING INGREDIENTS INC5.2K sharesnew addition2026-03-312026-04-29

Sponsored

VNQI VANGUARD INTL EQUITY INDEX F7.3K shares19.21%2026-03-312026-04-29

ELF E L F BEAUTY INC5.3K sharesnew addition2026-03-312026-04-29

WELL WELLTOWER INC1.6K sharesnew addition2026-03-312026-04-29

INCY INCYTE CORP3.3K shares-48.19%2026-03-312026-04-29

VO VANGUARD INDEX FDS1.1K shares-8.39%2026-03-312026-04-29

EFA ISHARES TR3.2K shares0.00%2026-03-312026-04-29

SAM BOSTON BEER INC1.3K sharesnew addition2026-03-312026-04-29

AMN AMN HEALTHCARE SVCS INC16.4K sharesnew addition2026-03-312026-04-29

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP866 sharesnew addition2026-03-312026-04-29

EXP EAGLE MATLS INC1.5K shares-3.50%2026-03-312026-04-29

VNLA JANUS DETROIT STR TR5.9K sharesnew addition2026-03-312026-04-29

ITOT ISHARES TR2.0K shares0.00%2026-03-312026-04-29

WRBY WARBY PARKER INC13.6K sharesnew addition2026-03-312026-04-29

FTXO FIRST TR EXCHANGE TRADED FD7.9K shares0.00%2026-03-312026-04-29

V VISA INC892 shares0.00%2026-03-312026-04-29

GLD SPDR GOLD TR623 shares6.86%2026-03-312026-04-29

Sponsored

TNDM TANDEM DIABETES CARE INC13.9K shares-9.18%2026-03-312026-04-29

TSM TAIWAN SEMICONDUCTOR MANUFAC771 sharesnew addition2026-03-312026-04-29

CTRE CARETRUST REIT INC7.0K sharesnew addition2026-03-312026-04-29

XLF SELECT SECTOR SPDR TR5.1K shares-47.48%2026-03-312026-04-29

VANECK FDS VANECK FDS5.0K sharesnew addition2026-03-312026-04-29

XLK SELECT SECTOR SPDR TR1.8K shares-23.19%2026-03-312026-04-29

SFM SPROUTS FMRS MKT INC3.2K sharesnew addition2026-03-312026-04-29

IVW ISHARES TR2.2K shares0.00%2026-03-312026-04-29

Sponsored

VMC VULCAN MATLS CO885 shares0.00%2026-03-312026-04-29

T AT&T INC8.1K sharesnew addition2026-03-312026-04-29

XLI SELECT SECTOR SPDR TR1.3K shares-18.33%2026-03-312026-04-29

KRYS KRYSTAL BIOTECH INC834 sharesnew addition2026-03-312026-04-29

EWJ ISHARES INC2.5K shares-32.42%2026-03-312026-04-29

HCA HCA HEALTHCARE INC427 sharesnew addition2026-03-312026-04-29

IVV

ISHARES TR

-7.31%

Shares55.3K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-4.04%

Shares141.1K

Event2026-03-31

Filed2026-04-29

BBEU

J P MORGAN EXCHANGE TRADED F

1.12%

Shares382.9K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-10.24%

Shares94.2K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

10.48%

Shares71.2K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

-3.85%

Shares78.9K

Event2026-03-31

Filed2026-04-29

DFAX

DIMENSIONAL ETF TRUST

18.01%

Shares460.5K

Event2026-03-31

Filed2026-04-29

EMXC

ISHARES INC

-0.38%

Shares191.8K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

-8.07%

Shares31.2K

Event2026-03-31

Filed2026-04-29

GVI

ISHARES TR

1.30%

Shares138.7K

Event2026-03-31

Filed2026-04-29

AGG

ISHARES TR

4.26%

Shares141.3K

Event2026-03-31

Filed2026-04-29

IPAC

ISHARES TR

3.26%

Shares182.8K

Event2026-03-31

Filed2026-04-29

IXUS

ISHARES TR

2.12%

Shares138.3K

Event2026-03-31

Filed2026-04-29

IBM

INTERNATIONAL BUSINESS MACHS

5.51%

Shares48.5K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

-3.36%

Shares47.2K

Event2026-03-31

Filed2026-04-29

LLY

ELI LILLY & CO

-3.31%

Shares12.0K

Event2026-03-31

Filed2026-04-29

AMGN

AMGEN INC

115.52%

Shares30.4K

Event2026-03-31

Filed2026-04-29

JIRE

J P MORGAN EXCHANGE TRADED F

1.76%

Shares130.4K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

-10.79%

Shares31.9K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

-13.07%

Shares33.2K

Event2026-03-31

Filed2026-04-29

PANW

PALO ALTO NETWORKS INC

16.25%

Shares60.8K

Event2026-03-31

Filed2026-04-29

VGSH

VANGUARD SCOTTSDALE FDS

-2.76%

Shares166.0K

Event2026-03-31

Filed2026-04-29

NEE

NEXTERA ENERGY INC

-3.01%

Shares102.1K

Event2026-03-31

Filed2026-04-29

TXN

TEXAS INSTRS INC

-1.21%

Shares48.1K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

-18.66%

Shares53.6K

Event2026-03-31

Filed2026-04-29

DFUS

DIMENSIONAL ETF TRUST

1.57%

Shares123.9K

Event2026-03-31

Filed2026-04-29

REGN

REGENERON PHARMACEUTICALS

-2.32%

Shares11.3K

Event2026-03-31

Filed2026-04-29

NFLX

NETFLIX INC.

35.68%

Shares85.1K

Event2026-03-31

Filed2026-04-29

DOW

DOW HLDGS INC

464.55%

Shares191.8K

Event2026-03-31

Filed2026-04-29

SPYV

SPDR SERIES TRUST

2.39%

Shares137.5K

Event2026-03-31

Filed2026-04-29

UITB

VICTORY PORTFOLIOS II

21.76%

Shares164.4K

Event2026-03-31

Filed2026-04-29

CSCO

CISCO SYS INC

-13.41%

Shares98.2K

Event2026-03-31

Filed2026-04-29

QCOM

QUALCOMM INC

110.52%

Shares59.0K

Event2026-03-31

Filed2026-04-29