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The Analysis of GRIMES & Co WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, GRIMES & Co WEALTH MANAGEMENT, LLC holds 433 types of securities in its portfolio with a total value $3.6B. In the most recent quarter, they have increased their positions in XLB (+417.2K shares, valued at $20.8M), XLC (+104.4K shares, valued at $11.6M), N/A (+59.5K shares, valued at $11.4M); decreased their positions in USHY (-4.6M shares, valued at $169.1M), SPHY (-7.2M shares, valued at $168.4M), HYMB (-2.1M shares, valued at $52.4M); initiated new positions in XLB (+417.2K shares, valued at $20.8M), CFG (+25.0K shares, valued at $1.5M), GM (+18.9K shares, valued at $1.4M).

1M P&L

+161.2M+4.36%

3M P&L

-87.4M-2.22%

HY P&L

+168.7M+4.58%

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/A2.0B

61.3%

2Drug Manufacturers - General165.5M

5.0%

3Semiconductors159.7M

4.8%

Top Industries by Stock Count

1N/A148 stocks

36.5%

2Drug Manufacturers - General10 stocks

2.5%

3Biotechnology10 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IEFA ISHARES TR3.6M shares0.07%2026-03-312026-04-21

VB VANGUARD INDEX FDS1.1M shares2.81%2026-03-312026-04-21

IEMG ISHARES INC2.5M shares-0.99%2026-03-312026-04-21

SJNK SPDR SERIES TRUST6.9M shares0.32%2026-03-312026-04-21

IVV ISHARES TR243.4K shares-5.28%2026-03-312026-04-21

JHML JOHN HANCOCK EXCHANGE TRADED1.6M shares-1.70%2026-03-312026-04-21

AAPL APPLE INC424.4K shares0.64%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR723.4K shares-33.77%2026-03-312026-04-21

Sponsored

XLC SELECT SECTOR SPDR TR640.6K shares19.47%2026-03-312026-04-21

MSFT MICROSOFT CORP174.3K shares1.09%2026-03-312026-04-21

NVDA NVIDIA CORPORATION342.2K shares4.57%2026-03-312026-04-21

VUG VANGUARD INDEX FDS118.9K shares0.09%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T248.2K shares31.52%2026-03-312026-04-21

XLV SELECT SECTOR SPDR TR312.0K shares-21.97%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC133.4K shares-7.65%2026-03-312026-04-21

ALPHABET INC ALPHABET INC133.4K shares-11.63%2026-03-312026-04-21

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T761.6K shares-1.58%2026-03-312026-04-21

AMZN AMAZON COM INC170.5K shares6.29%2026-03-312026-04-21

AVLC AMERICAN CENTY ETF TR444.0K shares13.59%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON119.9K shares4.82%2026-03-312026-04-21

AMGN AMGEN INC80.6K shares-1.88%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO94.3K shares-3.58%2026-03-312026-04-21

XLP SELECT SECTOR SPDR TR331.1K shares18.58%2026-03-312026-04-21

XLI SELECT SECTOR SPDR TR163.2K shares17.65%2026-03-312026-04-21

Sponsored

ALPHABET INC ALPHABET INC87.5K shares-1.46%2026-03-312026-04-21

META META PLATFORMS INC43.4K shares-0.09%2026-03-312026-04-21

ABBV ABBVIE INC109.8K shares0.55%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR388.8K shares-46.65%2026-03-312026-04-21

JIRE J P MORGAN EXCHANGE TRADED F308.1K shares22.92%2026-03-312026-04-21

RMIF ETF SER SOLUTIONS934.8K shares-4.23%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO371.1K shares6.75%2026-03-312026-04-21

PFE PFIZER INC795.3K shares0.67%2026-03-312026-04-21

Sponsored

RF REGIONS FINANCIAL CORP NEW836.6K shares-1.15%2026-03-312026-04-21

AMAT APPLIED MATLS INC63.2K shares3.54%2026-03-312026-04-21

EATON CORP PLC EATON CORP PLC59.1K shares0.28%2026-03-312026-04-21

XLB SELECT SECTOR SPDR TR417.2K sharesnew addition2026-03-312026-04-21

GILD GILEAD SCIENCES INC148.7K shares-1.12%2026-03-312026-04-21

BROADCOM INC BROADCOM INC66.2K shares-16.50%2026-03-312026-04-21

QCOM QUALCOMM INC158.7K shares-0.60%2026-03-312026-04-21

DFAE DIMENSIONAL ETF TRUST597.4K shares8.72%2026-03-312026-04-21

Sponsored

XOM EXXON MOBIL CORP117.1K shares4.87%2026-03-312026-04-21

EOG EOG RES INC134.7K shares1.77%2026-03-312026-04-21

CSCO CISCO SYS INC236.1K shares-2.60%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC88.9K shares-2.20%2026-03-312026-04-21

SGOV ISHARES TR177.6K shares-6.71%2026-03-312026-04-21

HPE HEWLETT PACKARD ENTERPRISE C714.0K shares-2.00%2026-03-312026-04-21

V VISA INC52.0K shares-0.67%2026-03-312026-04-21

TROW PRICE T ROWE GROUP INC174.2K shares50.11%2026-03-312026-04-21

Sponsored

MEDTRONIC PLC MEDTRONIC PLC177.9K shares-0.92%2026-03-312026-04-21

IJR ISHARES TR123.9K shares-0.79%2026-03-312026-04-21

AGG ISHARES TR152.6K shares-1.16%2026-03-312026-04-21

ASML ASML HLDG NV11.3K shares-3.32%2026-03-312026-04-21

XLF SELECT SECTOR SPDR TR293.4K shares-51.34%2026-03-312026-04-21

CVX CHEVRON CORPORATION68.7K shares0.61%2026-03-312026-04-21

CRM SALESFORCE INC74.9K shares44.11%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T20.9K shares0.77%2026-03-312026-04-21

Sponsored

BAC BANK AMERICA CORP279.0K shares0.29%2026-03-312026-04-21

KMB KIMBERLY-CLARK CORP135.8K shares65.72%2026-03-312026-04-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND66.1K shares10.70%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC260.8K shares1.52%2026-03-312026-04-21

INCY INCYTE CORP136.4K shares-3.50%2026-03-312026-04-21

FTXL FIRST TR EXCHANGE TRADED FD83.5K shares-2.32%2026-03-312026-04-21

ABT ABBOTT LABORATORIES119.9K shares64.68%2026-03-312026-04-21

IJH ISHARES TR179.6K shares0.43%2026-03-312026-04-21

Sponsored

AXP AMERICAN EXPRESS CO39.2K shares2.65%2026-03-312026-04-21

KLAC KLA CORP8.1K shares6.86%2026-03-312026-04-21

SLB SLB LIMITED226.1K shares-1.94%2026-03-312026-04-21

HSY HERSHEY CO55.7K shares-0.91%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL23.8K shares5.09%2026-03-312026-04-21

PEP PEPSICO INC73.3K shares1.80%2026-03-312026-04-21

IWM ISHARES TR44.2K shares-0.23%2026-03-312026-04-21

TXT TEXTRON INC124.8K shares1.47%2026-03-312026-04-21

Sponsored

DIS DISNEY WALT CO112.9K shares36.80%2026-03-312026-04-21

SPDW SPDR INDEX SHS FDS224.1K shares-0.06%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP16.9K shares-0.06%2026-03-312026-04-21

GSK PLC GSK PLC182.3K shares-1.75%2026-03-312026-04-21

SCHX SCHWAB STRATEGIC TR391.2K shares-20.45%2026-03-312026-04-21

EFA ISHARES TR99.3K shares0.04%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC27.3K shares-31.16%2026-03-312026-04-21

PAYX PAYCHEX INC99.8K shares3.45%2026-03-312026-04-21

Sponsored

XLY SELECT SECTOR SPDR TR83.9K shares-69.64%2026-03-312026-04-21

RTX RTX CORPORATION45.4K shares0.43%2026-03-312026-04-21

ADBE ADOBE INC34.4K shares25.13%2026-03-312026-04-21

INTU INTUIT19.0K shares-8.23%2026-03-312026-04-21

HYG ISHARES TR101.6K shares-0.27%2026-03-312026-04-21

FTEC FIDELITY COVINGTON TRUST37.5K shares-2.71%2026-03-312026-04-21

MKC MCCORMICK & CO INC152.1K shares134.25%2026-03-312026-04-21

CTSH COGNIZANT TECHNOLOGY SOLUTIO123.8K shares-1.60%2026-03-312026-04-21

Sponsored

LLY ELI LILLY & CO8.0K shares20.32%2026-03-312026-04-21

SCHF SCHWAB STRATEGIC TR285.4K shares-4.02%2026-03-312026-04-21

GNRC GENERAC HLDGS INC35.8K shares-1.63%2026-03-312026-04-21

CMCSA COMCAST CORP NEW243.3K shares76.08%2026-03-312026-04-21

XYL XYLEM INC58.4K shares-2.79%2026-03-312026-04-21

ZION ZIONS BANCORPORATION NATL AS121.0K shares0.79%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS11.6K shares0.34%2026-03-312026-04-21

CLX CLOROX CO DEL64.1K shares62.15%2026-03-312026-04-21

Sponsored

TMO THERMO FISHER SCIENTIFIC INC13.4K shares-2.92%2026-03-312026-04-21

AME AMETEK INC30.7K shares-0.71%2026-03-312026-04-21

BIIB BIOGEN INC34.7K shares2.48%2026-03-312026-04-21

MCD MCDONALDS CORP20.1K shares22.71%2026-03-312026-04-21

WMT WALMART INC49.4K shares28.11%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS91.4K shares-3.99%2026-03-312026-04-21

TPL TEXAS PACIFIC LAND CORPORATI12.3K shares0.02%2026-03-312026-04-21

ALGN ALIGN TECHNOLOGY INC33.7K shares33.08%2026-03-312026-04-21

Sponsored

NKE NIKE INC108.4K shares-1.84%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE19.7K shares3.65%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS22.6K shares3.86%2026-03-312026-04-21

JHMM JOHN HANCOCK EXCHANGE TRADED77.7K shares-0.04%2026-03-312026-04-21

PYPL PAYPAL HLDGS INC114.9K shares0.24%2026-03-312026-04-21

STZ CONSTELLATION BRANDS INC34.5K shares61.98%2026-03-312026-04-21

PG PROCTER & GAMBLE CO35.3K shares0.35%2026-03-312026-04-21

MA MASTERCARD INCORPORATED9.9K shares2.47%2026-03-312026-04-21

Sponsored

PKG PACKAGING CORP AMER23.3K shares3.12%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC40.1K shares52.22%2026-03-312026-04-21

TSLA TESLA INC12.6K shares5.78%2026-03-312026-04-21

GEV GE VERNOVA INC5.4K shares4.11%2026-03-312026-04-21

TJX TJX COS INC NEW27.9K shares43.42%2026-03-312026-04-21

BK BANK NEW YORK MELLON CORP37.3K shares-15.81%2026-03-312026-04-21

TXN TEXAS INSTRS INC22.3K shares-0.78%2026-03-312026-04-21

VBK VANGUARD INDEX FDS14.1K shares-7.57%2026-03-312026-04-21

Sponsored

USB US BANCORP81.4K shares9.10%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION4.2K shares6.07%2026-03-312026-04-21

DIA STATE STR SPDR DOW JONES IND8.8K shares8.25%2026-03-312026-04-21

VIS VANGUARD WORLD FD12.7K shares-3.05%2026-03-312026-04-21

LAM RESEARCH CORP LAM RESEARCH CORP18.4K shares53.82%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR6.8K shares4.91%2026-03-312026-04-21

NVO NOVO-NORDISK A S105.1K shares5.51%2026-03-312026-04-21

SUSA ISHARES TR29.2K shares-9.12%2026-03-312026-04-21

Sponsored

FDIS FIDELITY COVINGTON TRUST40.9K shares-4.52%2026-03-312026-04-21

SPYM SPDR SERIES TRUST49.7K shares-3.02%2026-03-312026-04-21

KO COCA COLA CO49.6K shares120.09%2026-03-312026-04-21

HD HOME DEPOT INC11.4K shares8.31%2026-03-312026-04-21

CAT CATERPILLAR INC5.2K shares5.85%2026-03-312026-04-21

CGW INVESCO EXCH TRADED FD TR II57.5K shares-2.04%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F67.3K shares1.33%2026-03-312026-04-21

SPEM SPDR INDEX SHS FDS76.2K shares-0.20%2026-03-312026-04-21

Sponsored

BKLN INVESCO EXCH TRADED FD TR II174.1K shares-3.25%2026-03-312026-04-21

ZM ZOOM COMMUNICATIONS INC43.7K shares-11.85%2026-03-312026-04-21

SPSM SPDR SERIES TRUST70.5K shares-0.05%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS22.8K shares1.15%2026-03-312026-04-21

WDAY WORKDAY INC25.8K shares14.16%2026-03-312026-04-21

UPS UNITED PARCEL SVCS INC33.9K shares82.31%2026-03-312026-04-21

IYT ISHARES TR43.1K shares-2.33%2026-03-312026-04-21

DGRO ISHARES TR45.1K shares-2.81%2026-03-312026-04-21

Sponsored

EEM ISHARES TR54.8K shares-1.15%2026-03-312026-04-21

IWF ISHARES TR7.3K shares-0.61%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC3.7K shares-0.97%2026-03-312026-04-21

IEO ISHARES TR23.9K shares-3.69%2026-03-312026-04-21

WFC WELLS FARGO & CO37.2K shares-3.26%2026-03-312026-04-21

MMM 3M CO20.3K shares2.73%2026-03-312026-04-21

LULU LULULEMON ATHLETICA INC18.9K shares-1.73%2026-03-312026-04-21

BINC BLACKROCK ETF TRUST II53.9K shares-5.08%2026-03-312026-04-21

Sponsored

TD TORONTO DOMINION BK ONT29.9K shares0.22%2026-03-312026-04-21

LRGF ISHARES TR42.2K shares-0.17%2026-03-312026-04-21

VTI VANGUARD INDEX FDS8.6K shares1.89%2026-03-312026-04-21

JCI JOHNSON CONTROLS INTERNATION21.1K shares8.65%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC7.0K shares-0.82%2026-03-312026-04-21

DHR DANAHER CORP DEL13.8K shares3.92%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS12.2K shares0.33%2026-03-312026-04-21

SCHW SCHWAB CHARLES CORP27.6K shares-26.20%2026-03-312026-04-21

Sponsored

FTSL FIRST TR EXCHANGE-TRADED FD57.5K shares-4.92%2026-03-312026-04-21

ITW ILLINOIS TOOL WKS INC9.9K shares-0.11%2026-03-312026-04-21

IBB ISHARES TR15.0K shares-13.83%2026-03-312026-04-21

IWD ISHARES TR11.8K shares-0.44%2026-03-312026-04-21

WELL WELLTOWER INC12.7K shares8.75%2026-03-312026-04-21

IWN ISHARES TR13.2K shares-8.33%2026-03-312026-04-21

GLD SPDR GOLD TR5.8K shares6.10%2026-03-312026-04-21

ESGD ISHARES TR26.1K shares-7.82%2026-03-312026-04-21

Sponsored

COP CONOCOPHILLIPS18.8K shares33.75%2026-03-312026-04-21

SCHE SCHWAB STRATEGIC TR73.8K shares-6.25%2026-03-312026-04-21

IDXX IDEXX LABS INC4.3K shares-0.79%2026-03-312026-04-21

DE DEERE & CO4.3K shares7.79%2026-03-312026-04-21

GGG GRACO INC28.0K shares-7.16%2026-03-312026-04-21

ORLY OREILLY AUTOMOTIVE INC25.6K shares10.69%2026-03-312026-04-21

AJG GALLAGHER ARTHUR J & CO10.6K shares-17.43%2026-03-312026-04-21

INTC INTEL CORP52.1K shares-0.63%2026-03-312026-04-21

Sponsored

ESML ISHARES TR47.1K shares-8.14%2026-03-312026-04-21

VOE VANGUARD INDEX FDS11.5K shares-9.06%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC7.8K shares8.31%2026-03-312026-04-21

SYK STRYKER CORPORATION6.1K shares-3.66%2026-03-312026-04-21

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL5.1K shares84.54%2026-03-312026-04-21

UNP UNION PAC CORP8.2K shares3.55%2026-03-312026-04-21

ORCL ORACLE CORP13.4K shares-2.28%2026-03-312026-04-21

BND VANGUARD BD INDEX FDS26.6K shares-3.01%2026-03-312026-04-21

Sponsored

XSD SPDR SERIES TRUST6.0K shares-4.88%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC11.7K shares4.54%2026-03-312026-04-21

MS MORGAN STANLEY11.6K shares304.66%2026-03-312026-04-21

VTV VANGUARD INDEX FDS9.7K shares-0.27%2026-03-312026-04-21

VCR VANGUARD WORLD FD5.3K shares-81.35%2026-03-312026-04-21

HON HONEYWELL INTL INC7.9K shares0.80%2026-03-312026-04-21

NEE NEXTERA ENERGY INC18.8K shares2.43%2026-03-312026-04-21

MNST MONSTER BEVERAGE CORP NEW23.5K shares9.47%2026-03-312026-04-21

Sponsored

NFLX NETFLIX INC.16.8K shares-24.31%2026-03-312026-04-21

EXPD EXPEDITORS INTL WASH INC11.1K shares-1.79%2026-03-312026-04-21

CTVA CORTEVA INC18.9K shares6.94%2026-03-312026-04-21

T AT&T INC54.4K shares2.40%2026-03-312026-04-21

CAH CARDINAL HEALTH INC7.4K shares9.84%2026-03-312026-04-21

PSX PHILLIPS 668.5K shares1.76%2026-03-312026-04-21

HWM HOWMET AEROSPACE INC6.7K shares-38.11%2026-03-312026-04-21

BA BOEING CO7.7K shares6.75%2026-03-312026-04-21

Sponsored

MMC MARSH & MCLENNAN COS INC8.8K shares-1.41%2026-03-312026-04-21

LOW LOWES COS INC6.4K shares-0.50%2026-03-312026-04-21

CFG CITIZENS FINL GROUP INC25.0K sharesnew addition2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR51.5K shares-1.04%2026-03-312026-04-21

PH PARKER-HANNIFIN CORP1.7K shares69.13%2026-03-312026-04-21

APH AMPHENOL CORP11.5K shares6.41%2026-03-312026-04-21

RSG REPUBLIC SVCS INC6.6K shares12.29%2026-03-312026-04-21

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-21

Sponsored

LEA LEAR CORP11.7K shares-1.88%2026-03-312026-04-21

KCE SPDR SERIES TRUST10.3K shares-79.68%2026-03-312026-04-21

GM GENERAL MTRS CO18.9K sharesnew addition2026-03-312026-04-21

DVY ISHARES TR9.3K shares0.32%2026-03-312026-04-21

AVY AVERY DENNISON CORP7.9K sharesnew addition2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC11.8K shares11.99%2026-03-312026-04-21

PWR QUANTA SVCS INC2.4K shares10.75%2026-03-312026-04-21

EMR EMERSON ELEC CO10.1K shares-1.53%2026-03-312026-04-21

Sponsored

MUSA MURPHY USA INC2.6K shares-0.04%2026-03-312026-04-21

VGT VANGUARD WORLD FD1.9K shares-54.00%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW9.7K shares1.43%2026-03-312026-04-21

SO SOUTHERN CO13.0K shares1.80%2026-03-312026-04-21

MTB M & T BK CORP6.1K shares-8.70%2026-03-312026-04-21

ESGE ISHARES INC27.5K shares-8.41%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC8.5K shares-37.27%2026-03-312026-04-21

MPC MARATHON PETE CORP5.1K shares0.08%2026-03-312026-04-21

Sponsored

ETR ENTERGY CORP NEW11.0K shares15.46%2026-03-312026-04-21

SRLN SSGA ACTIVE ETF TR30.5K shares0.99%2026-03-312026-04-21

IBIT ISHARES BITCOIN TRUST ETF30.6K shares73.61%2026-03-312026-04-21

VXUS VANGUARD STAR FDS14.6K shares0.55%2026-03-312026-04-21

VLO VALERO ENERGY CORP4.5K shares0.42%2026-03-312026-04-21

GBTC GRAYSCALE BITCOIN TRUST ETF20.9K shares-0.97%2026-03-312026-04-21

VO VANGUARD INDEX FDS3.8K shares-3.99%2026-03-312026-04-21

CL COLGATE PALMOLIVE CO12.7K shares1.26%2026-03-312026-04-21

Sponsored

TT TRANE TECHNOLOGIES PLC2.6K shares0.59%2026-03-312026-04-21

SCHB SCHWAB STRATEGIC TR42.7K shares0.27%2026-03-312026-04-21

SBUX STARBUCKS CORP11.7K shares-4.93%2026-03-312026-04-21

PCAR PACCAR INC9.0K shares-2.00%2026-03-312026-04-21

WMB WILLIAMS COS INC14.2K shares14.22%2026-03-312026-04-21

MUNI PIMCO ETF TR19.8K shares52.28%2026-03-312026-04-21

VBR VANGUARD INDEX FDS4.7K shares1.41%2026-03-312026-04-21

RSPC INVESCO EXCHANGE TRADED FD T27.1K shares-83.35%2026-03-312026-04-21

Sponsored

LNC LINCOLN NATL CORP IND28.3K shares38.67%2026-03-312026-04-21

RHI ROBERT HALF INC.38.6K shares-3.60%2026-03-312026-04-21

MFC MANULIFE FINL CORP28.4K shares-12.04%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR31.7K shares17.96%2026-03-312026-04-21

VOT VANGUARD INDEX FDS3.8K shares-20.71%2026-03-312026-04-21

HDSN HUDSON TECHNOLOGIES INC158.6K shares285.34%2026-03-312026-04-21

TGT TARGET CORP7.4K shares0.45%2026-03-312026-04-21

UEC URANIUM ENERGY CORP66.2K shares-20.90%2026-03-312026-04-21

Sponsored

MO ALTRIA GROUP INC13.2K shares2.55%2026-03-312026-04-21

MGK VANGUARD WORLD FD2.3K shares-0.38%2026-03-312026-04-21

SDY SPDR SERIES TRUST5.8K shares0.42%2026-03-312026-04-21

TRMK TRUSTMARK CORP19.8K shares-5.12%2026-03-312026-04-21

BLD TOPBUILD COR2.3K shares12.88%2026-03-312026-04-21

ACWX ISHARES TR11.4K shares46.25%2026-03-312026-04-21

USHY ISHARES TR21.0K shares-99.55%2026-03-312026-04-21

IWR ISHARES TR7.9K shares0.27%2026-03-312026-04-21

Sponsored

CCJ CAMECO CORP7.1K shares-38.32%2026-03-312026-04-21

SHEL SHELL PLC8.2K shares-3.22%2026-03-312026-04-21

VIK VIKING HOLDINGS LTD10.4K sharesnew addition2026-03-312026-04-21

SYY SYSCO CORP10.6K shares0.26%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC781 shares-12.35%2026-03-312026-04-21

TRV TRAVELERS COMPANIES INC2.6K shares1.19%2026-03-312026-04-21

VV VANGUARD INDEX FDS2.5K shares-5.86%2026-03-312026-04-21

AFL AFLAC INC6.8K shares0.44%2026-03-312026-04-21

Sponsored

CB CHUBB LTD SWITZ2.3K shares2.57%2026-03-312026-04-21

APD AIR PRODUCTS AND CHEMICALS I2.5K shares0.16%2026-03-312026-04-21

ECL ECOLAB INC2.8K shares48.79%2026-03-312026-04-21

OEF ISHARES TR2.3K shares0.31%2026-03-312026-04-21

NVS NOVARTIS AG4.8K shares2.59%2026-03-312026-04-21

AMP AMERIPRISE FINL INC1.6K shares3.44%2026-03-312026-04-21

SPYV SPDR SERIES TRUST12.5K shares0.35%2026-03-312026-04-21

HYMB SPDR SERIES TRUST27.9K shares-98.70%2026-03-312026-04-21

Sponsored

D DOMINION ENERGY INC11.1K shares0.42%2026-03-312026-04-21

ADP AUTOMATIC DATA PROCESSING IN3.3K shares1.84%2026-03-312026-04-21

ROK ROCKWELL AUTOMATION INC1.9K shares-0.58%2026-03-312026-04-21

CARR CARRIER GLOBAL CORPORATION11.7K shares-0.32%2026-03-312026-04-21

GLW CORNING INC4.8K shares3.45%2026-03-312026-04-21

SOXX ISHARES TR2.0K shares-8.46%2026-03-312026-04-21

EXPE EXPEDIA GROUP INC2.8K shares-4.58%2026-03-312026-04-21

SCHM SCHWAB STRATEGIC TR20.5K shares0.18%2026-03-312026-04-21

Sponsored

LNG CHENIERE ENERGY INC2.2K shares0.00%2026-03-312026-04-21

XBI SPDR SERIES TRUST4.9K shares-11.92%2026-03-312026-04-21

IYE ISHARES TR9.6K shares-0.78%2026-03-312026-04-21

CHKP CHECK POINT SOFTWARE TECH LT4.3K shares0.00%2026-03-312026-04-21

MDY STATE STR SPDR S&P MIDCAP 401.0K shares0.30%2026-03-312026-04-21

IYW ISHARES TR3.4K shares-18.12%2026-03-312026-04-21

SPHY SPDR SERIES TRUST26.2K shares-99.64%2026-03-312026-04-21

PSI INVESCO EXCHANGE TRADED FD T6.4K shares-10.64%2026-03-312026-04-21

Sponsored

MCK MCKESSON CORP689 shares-8.26%2026-03-312026-04-21

EPD ENTERPRISE PRODS PARTNERS L14.9K shares-6.34%2026-03-312026-04-21

BP BP PLC11.9K shares1.46%2026-03-312026-04-21

ASTRAZENECA PLC ASTRAZENECA PLC2.8K sharesnew addition2026-03-312026-04-21

ITOT ISHARES TR3.9K shares8.22%2026-03-312026-04-21

SUB ISHARES TR5.2K shares-1.03%2026-03-312026-04-21

LINDE PLC LINDE PLC1.1K shares4.02%2026-03-312026-04-21

FBND FIDELITY MERRIMACK STR TR12.1K shares1.25%2026-03-312026-04-21

Sponsored

ED CONSOLIDATED EDISON INC4.9K shares0.66%2026-03-312026-04-21

BSX BOSTON SCIENTIFIC CORP8.7K shares-71.34%2026-03-312026-04-21

AEM AGNICO EAGLE MINES LTD2.6K shares1.17%2026-03-312026-04-21

CVS CVS HEALTH CORP7.3K shares-62.64%2026-03-312026-04-21

NOC NORTHROP GRUMMAN CORP764 shares1.33%2026-03-312026-04-21

SOXQ INVESCO EXCH TRADED FD TR II8.7K shares-0.99%2026-03-312026-04-21

HLT HILTON WORLDWIDE HLDGS INC1.6K sharesnew addition2026-03-312026-04-21

IWP ISHARES TR3.9K shares0.05%2026-03-312026-04-21

Sponsored

SMHX VANECK ETF TRUST13.5K shares-1.30%2026-03-312026-04-21

ATO ATMOS ENERGY CORP2.7K shares-9.97%2026-03-312026-04-21

YUM YUM BRANDS INC3.2K shares0.09%2026-03-312026-04-21

SMH VANECK ETF TRUST1.2K shares0.08%2026-03-312026-04-21

CEG CONSTELLATION ENERGY CORP1.6K shares-69.24%2026-03-312026-04-21

LHX L3HARRIS TECHNOLOGIES INC1.3K shares0.08%2026-03-312026-04-21

KMI KINDER MORGAN INC DEL13.4K shares0.84%2026-03-312026-04-21

KRE SPDR SERIES TRUST6.8K shares0.19%2026-03-312026-04-21

Sponsored

NEM NEWMONT CORP4.0K shares8.20%2026-03-312026-04-21

NYF ISHARES TR8.3K shares0.00%2026-03-312026-04-21

CENCORA INC CENCORA INC1.4K shares2.99%2026-03-312026-04-21

FLDR FIDELITY MERRIMACK STR TR8.5K shares3.49%2026-03-312026-04-21

FI FISERV INC7.6K shares-4.81%2026-03-312026-04-21

MET METLIFE INC6.0K shares2.34%2026-03-312026-04-21

FFIV F5 INC1.5K shares-9.80%2026-03-312026-04-21

DELL DELL TECHNOLOGIES INC2.6K shares-0.27%2026-03-312026-04-21

Sponsored

EBC EASTERN BANKSHARES INC21.3K shares-18.71%2026-03-312026-04-21

IBRX IMMUNITYBIO INC53.3K shares-8.78%2026-03-312026-04-21

QUAL ISHARES TR2.1K shares7.14%2026-03-312026-04-21

FDX FEDEX CORP1.1K shares1.79%2026-03-312026-04-21

JMST J P MORGAN EXCHANGE TRADED F7.9K shares-99.22%2026-03-312026-04-21

CSX CSX CORP9.8K shares4.67%2026-03-312026-04-21

ESE ESCO TECHNOLOGIES INC1.4K shares3.50%2026-03-312026-04-21

AZO AUTOZONE INC117 shares-0.85%2026-03-312026-04-21

Sponsored

IHE ISHARES TR4.6K shares-79.70%2026-03-312026-04-21

FNDX SCHWAB STRATEGIC TR14.0K shares-5.35%2026-03-312026-04-21

OTIS OTIS WORLDWIDE CORP4.9K shares0.26%2026-03-312026-04-21

MUB ISHARES TR3.5K shares0.51%2026-03-312026-04-21

IJS ISHARES TR3.1K shares0.13%2026-03-312026-04-21

THG HANOVER INS GROUP INC2.1K shares1.38%2026-03-312026-04-21

MCHP MICROCHIP TECHNOLOGY INC.5.6K shares0.11%2026-03-312026-04-21

SKIN THE BEAUTY HEALTH COMPANY407.0K shares0.00%2026-03-312026-04-21

Sponsored

IVW ISHARES TR3.2K shares0.09%2026-03-312026-04-21

BCRX BIOCRYST PHARMACEUTICALS INC38.0K shares0.00%2026-03-312026-04-21

IWY ISHARES TR1.4K shares0.07%2026-03-312026-04-21

WPM WHEATON PRECIOUS METALS CORP2.8K shares0.00%2026-03-312026-04-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.0K shares-2.17%2026-03-312026-04-21

THE CIGNA GROUP THE CIGNA GROUP1.3K shares1.15%2026-03-312026-04-21

SCHG SCHWAB STRATEGIC TR11.8K shares7.62%2026-03-312026-04-21

IHF ISHARES TR8.1K shares-18.61%2026-03-312026-04-21

Sponsored

ECBK ECB BANCORP INC20.0K shares0.00%2026-03-312026-04-21

BIV VANGUARD BD INDEX FDS4.3K shares0.56%2026-03-312026-04-21

IP INTERNATIONAL PAPER CO9.3K shares-2.32%2026-03-312026-04-21

XLG INVESCO EXCHANGE TRADED FD T5.8K shares0.03%2026-03-312026-04-21

VOX VANGUARD WORLD FD1.8K shares-5.40%2026-03-312026-04-21

FE FIRSTENERGY CORP6.2K shares1.48%2026-03-312026-04-21

CNI CANADIAN NATL RY CO3.0K shares0.36%2026-03-312026-04-21

EQX EQUINOX GOLD CORP21.4K shares0.00%2026-03-312026-04-21

Sponsored

VCSH VANGUARD SCOTTSDALE FDS3.9K shares0.62%2026-03-312026-04-21

FOLD AMICUS THERAPEUTIC21.0K shares-13.93%2026-03-312026-04-21

RSPE INVESCO EXCH TRADED FD TR II10.3K shares0.76%2026-03-312026-04-21

SAN BANCO SANTANDER SA26.8K shares-1.28%2026-03-312026-04-21

IGSB ISHARES TR5.7K shares-3.35%2026-03-312026-04-21

WCC WESCO INTL INC1.1K shares0.18%2026-03-312026-04-21

PANW PALO ALTO NETWORKS INC1.9K shares22.85%2026-03-312026-04-21

FDVV FIDELITY COVINGTON TRUST5.4K shares0.00%2026-03-312026-04-21

Sponsored

OKE ONEOK INC NEW3.3K shares0.49%2026-03-312026-04-21

GEHC GE HEALTHCARE TECHNOLOGIES I4.2K shares0.89%2026-03-312026-04-21

ES EVERSOURCE ENERGY4.3K shares-8.28%2026-03-312026-04-21

VRIG INVESCO ACTIVELY MANAGED EXC11.8K shares1.16%2026-03-312026-04-21

VRTX VERTEX PHARMACEUTICALS INC648 shares1.89%2026-03-312026-04-21

SLF SUN LIFE FINANCIAL INC.4.6K shares10.18%2026-03-312026-04-21

ODFL OLD DOMINION FREIGHT LINE IN1.5K shares3.40%2026-03-312026-04-21

VONG VANGUARD SCOTTSDALE FDS2.6K shares0.12%2026-03-312026-04-21

Sponsored

SPGP INVESCO EXCHANGE TRADED FD T2.6K shares-1.36%2026-03-312026-04-21

AGX ARGAN INC504 sharesnew addition2026-03-312026-04-21

FCX FREEPORT MCMORAN INC4.6K shares-0.26%2026-03-312026-04-21

CACI CACI INTL INC500 shares0.00%2026-03-312026-04-21

EXC EXELON CORP5.5K shares4.68%2026-03-312026-04-21

PWV INVESCO EXCHANGE TRADED FD T3.8K shares-0.75%2026-03-312026-04-21

IWB ISHARES TR748 shares-0.40%2026-03-312026-04-21

NAK NORTHERN DYNASTY MINERALS LT189.8K shares0.00%2026-03-312026-04-21

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN4.5K shares0.00%2026-03-312026-04-21

CWST CASELLA WASTE SYS INC3.3K shares0.00%2026-03-312026-04-21

RL RALPH LAUREN CORP760 shares1.33%2026-03-312026-04-21

BBUS J P MORGAN EXCHANGE TRADED F2.2K shares0.23%2026-03-312026-04-21

AEP AMERICAN ELEC PWR CO INC2.0K shares8.08%2026-03-312026-04-21

SPIB SPDR SERIES TRUST7.7K shares-27.66%2026-03-312026-04-21

EFV ISHARES TR3.5K shares-0.23%2026-03-312026-04-21

HOLX HOLOGIC INC3.4K shares5.54%2026-03-312026-04-21

Sponsored

SPGI S&P GLOBAL INC597 shares-2.45%2026-03-312026-04-21

WM WASTE MGMT INC DEL1.1K shares3.99%2026-03-312026-04-21

ARROWHEAD PHARMACEUTICALS IN ARROWHEAD PHARMACEUTICALS IN4.0K shares-9.80%2026-03-312026-04-21

IWS ISHARES TR1.7K shares0.88%2026-03-312026-04-21

ADI ANALOG DEVICES INC782 shares1.03%2026-03-312026-04-21

ENB ENBRIDGE INC4.6K shares1.23%2026-03-312026-04-21

O REALTY INCOME CORP4.0K shares3.36%2026-03-312026-04-21

OXY OCCIDENTAL PETE CORP3.7K sharesnew addition2026-03-312026-04-21

Sponsored

ET ENERGY TRANSFER L P12.6K shares0.12%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR2.7K sharesnew addition2026-03-312026-04-21

VEU VANGUARD INTL EQUITY INDEX F3.2K shares0.16%2026-03-312026-04-21

DGRW WISDOMTREE TR2.7K shares0.30%2026-03-312026-04-21

HCA HCA HEALTHCARE INC489 shares-0.61%2026-03-312026-04-21

INVA INNOVIVA INC9.9K shares-14.50%2026-03-312026-04-21

EME EMCOR GROUP INC306 sharesnew addition2026-03-312026-04-21

AMT AMERICAN TOWER CORP1.3K shares6.27%2026-03-312026-04-21

Sponsored

AXSM AXSOME THERAPEUTICS INC.1.3K shares-11.99%2026-03-312026-04-21

EQIX EQUINIX INC222 sharesnew addition2026-03-312026-04-21

CIEN CIENA CORP558 sharesnew addition2026-03-312026-04-21

CMI CUMMINS INC400 sharesnew addition2026-03-312026-04-21

EA ELECTRONIC ARTS INC1.0K shares0.77%2026-03-312026-04-21

VHT VANGUARD WORLD FD777 shares-86.50%2026-03-312026-04-21

BN BROOKFIELD CORP5.2K shares0.58%2026-03-312026-04-21

KBE SPDR SERIES TRUST3.5K shares0.54%2026-03-312026-04-21

Sponsored

BDX BECTON DICKINSON & CO1.3K shares-6.72%2026-03-312026-04-21

GFL GFL ENVIRONMENTAL INC5.0K shares-0.28%2026-03-312026-04-21

GPC GENUINE PARTS CO2.0K shares-0.56%2026-03-312026-04-21

AIG AMERICAN INTL GROUP INC2.8K shares-1.25%2026-03-312026-04-21

MAR MARRIOTT INTL INC NEW630 sharesnew addition2026-03-312026-04-21

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC5.6K sharesnew addition2026-03-312026-04-21

PNC PNC FINL SVCS GROUP INC990 sharesnew addition2026-03-312026-04-21

RING ISHARES INC2.6K sharesnew addition2026-03-312026-04-21

Sponsored

TGTX TG THERAPEUTICS INC6.1K sharesnew addition2026-03-312026-04-21

BKNG BOOKING HOLDINGS INC48 shares-77.46%2026-03-312026-04-21

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET6.7K shares-0.61%2026-03-312026-04-21

CME CME GROUP INC681 sharesnew addition2026-03-312026-04-21

PML PIMCO MUN INCOME FD II23.1K shares25.39%2026-03-312026-04-21

EIM EATON VANCE MUN BD FD17.4K shares23.93%2026-03-312026-04-21

F FORD MTR CO13.6K shares2.29%2026-03-312026-04-21

UROY URANIUM RTY CORP30.0K shares0.00%2026-03-312026-04-21

Sponsored

ADMA ADMA BIOLOGICS INC11.8K shares-12.21%2026-03-312026-04-21

IOVA IOVANCE BIOTHERAPEUTICS INC28.2K shares-3.95%2026-03-312026-04-21

IRWD IRONWOOD PHARMACEUTICALS INC25.9K shares0.00%2026-03-312026-04-21

BCG BINAH CAP GROUP INC33.5K shares0.00%2026-03-312026-04-21

DMRC DIGIMARC CORP NEW13.3K shares0.00%2026-03-312026-04-21

FSCO FS CREDIT OPPORTUNITIES CORP12.5K shares3.60%2026-03-312026-04-21

BLNE BEELINE HOLDINGS INC18.4K shares0.00%2026-03-312026-04-21

RCKT ROCKET PHARMACEUTICALS INC11.5K shares-8.68%2026-03-312026-04-21

Sponsored

RBBN RIBBON COMMUNICATIONS INC10.0K shares0.00%2026-03-312026-04-21

IEFA

ISHARES TR

0.07%

Shares3.6M

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

2.81%

Shares1.1M

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES INC

-0.99%

Shares2.5M

Event2026-03-31

Filed2026-04-21

SJNK

SPDR SERIES TRUST

0.32%

Shares6.9M

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

-5.28%

Shares243.4K

Event2026-03-31

Filed2026-04-21

JHML

JOHN HANCOCK EXCHANGE TRADED

-1.70%

Shares1.6M

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

0.64%

Shares424.4K

Event2026-03-31

Filed2026-04-21

XLK

SELECT SECTOR SPDR TR

-33.77%

Shares723.4K

Event2026-03-31

Filed2026-04-21

XLC

SELECT SECTOR SPDR TR

19.47%

Shares640.6K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

1.09%

Shares174.3K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

4.57%

Shares342.2K

Event2026-03-31

Filed2026-04-21

VUG

VANGUARD INDEX FDS

0.09%

Shares118.9K

Event2026-03-31

Filed2026-04-21

INVESCO EXCHANGE TRADED FD T

31.52%

Shares248.2K

Event2026-03-31

Filed2026-04-21

XLV

SELECT SECTOR SPDR TR

-21.97%

Shares312.0K

Event2026-03-31

Filed2026-04-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-7.65%

Shares133.4K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-11.63%

Shares133.4K

Event2026-03-31

Filed2026-04-21

INVESCO EXCHANGE TRADED FD T

-1.58%

Shares761.6K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

6.29%

Shares170.5K

Event2026-03-31

Filed2026-04-21

AVLC

AMERICAN CENTY ETF TR

13.59%

Shares444.0K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

4.82%

Shares119.9K

Event2026-03-31

Filed2026-04-21

AMGN

AMGEN INC

-1.88%

Shares80.6K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-3.58%

Shares94.3K

Event2026-03-31

Filed2026-04-21

XLP

SELECT SECTOR SPDR TR

18.58%

Shares331.1K

Event2026-03-31

Filed2026-04-21

XLI

SELECT SECTOR SPDR TR

17.65%

Shares163.2K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-1.46%

Shares87.5K

Event2026-03-31

Filed2026-04-21