The Analysis of GUYASUTA INVESTMENT ADVISORS INC's Holdings & P&L


Currently, GUYASUTA INVESTMENT ADVISORS INC holds 268 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in PANW (+71.8K shares, valued at $11.5M), VGUS (+66.5K shares, valued at $5.0M), AMZN (+20.5K shares, valued at $4.3M); decreased their positions in VST (-83.1K shares, valued at $12.5M), TXN (-29.0K shares, valued at $5.6M), N/A (-9.3K shares, valued at $2.7M); initiated new positions in ICSH (+71.1K shares, valued at $3.6M), WAT (+2.4K shares, valued at $724.0K), AVDV (+5.2K shares, valued at $518.8K).


1M P&L
+35.9M+2.52%
3M P&L
+15.3M+1.05%
HY P&L
+75.9M+5.47%

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

1Software - Infrastructure109.5M
8.2%
2Semiconductors90.9M
6.8%
3N/A79.4M
5.9%

Top Industries by Stock Count

1N/A58 stocks
24.2%
2Specialty Industrial Machinery9 stocks
3.8%
3Drug Manufacturers - General8 stocks
3.3%
Stock Holdings
ALPHABET INC
ALPHABET INC
-2.47%
Shares368.2K
Event2026-03-31
Filed2026-04-17
MSFT
MICROSOFT CORP
-0.45%
Shares259.3K
Event2026-03-31
Filed2026-04-17
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
0.82%
Shares177.6K
Event2026-03-31
Filed2026-04-17
RSG
REPUBLIC SVCS INC
-0.76%
Shares341.9K
Event2026-03-31
Filed2026-04-17
MA
MASTERCARD INCORPORATED
-0.11%
Shares148.5K
Event2026-03-31
Filed2026-04-17
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
0.03%
Shares289.6K
Event2026-03-31
Filed2026-04-17
TMO
THERMO FISHER SCIENTIFIC INC
0.68%
Shares114.8K
Event2026-03-31
Filed2026-04-17
VST
VISTRA CORP
-18.53%
Shares365.1K
Event2026-03-31
Filed2026-04-17
CVX
CHEVRON CORPORATION
-0.78%
Shares262.5K
Event2026-03-31
Filed2026-04-17
PNC
PNC FINL SVCS GROUP INC
-0.02%
Shares252.9K
Event2026-03-31
Filed2026-04-17
LINDE PLC
LINDE PLC
-1.87%
Shares91.1K
Event2026-03-31
Filed2026-04-17
LOW
LOWES COS INC
-1.66%
Shares175.2K
Event2026-03-31
Filed2026-04-17
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-0.22%
Shares118.9K
Event2026-03-31
Filed2026-04-17
PWR
QUANTA SVCS INC
-1.43%
Shares71.6K
Event2026-03-31
Filed2026-04-17
AMAT
APPLIED MATLS INC
-1.51%
Shares113.7K
Event2026-03-31
Filed2026-04-17
ASML
ASML HLDG NV
-1.65%
Shares27.4K
Event2026-03-31
Filed2026-04-17
AMZN
AMAZON COM INC
14.18%
Shares165.0K
Event2026-03-31
Filed2026-04-17
MCD
MCDONALDS CORP
-0.15%
Shares106.1K
Event2026-03-31
Filed2026-04-17
WCC
WESCO INTL INC
-1.06%
Shares111.3K
Event2026-03-31
Filed2026-04-17
BDX
BECTON DICKINSON & CO
-1.10%
Shares166.2K
Event2026-03-31
Filed2026-04-17
JNJ
JOHNSON & JOHNSON
-0.94%
Shares103.4K
Event2026-03-31
Filed2026-04-17
AAPL
APPLE INC
-0.30%
Shares91.1K
Event2026-03-31
Filed2026-04-17
NVDA
NVIDIA CORPORATION
1.85%
Shares131.9K
Event2026-03-31
Filed2026-04-17
TXN
TEXAS INSTRS INC
-19.88%
Shares116.8K
Event2026-03-31
Filed2026-04-17
FERGUSON ENTERPRISES INC
FERGUSON ENTERPRISES INC
0.19%
Shares82.1K
Event2026-03-31
Filed2026-04-17
NFLX
NETFLIX INC.
2.51%
Shares192.3K
Event2026-03-31
Filed2026-04-17
CENCORA INC
CENCORA INC
-2.77%
Shares58.0K
Event2026-03-31
Filed2026-04-17
EXP
EAGLE MATLS INC
1.08%
Shares95.5K
Event2026-03-31
Filed2026-04-17
XOM
EXXON MOBIL CORP
-0.95%
Shares101.9K
Event2026-03-31
Filed2026-04-17
META
META PLATFORMS INC
2.86%
Shares29.0K
Event2026-03-31
Filed2026-04-17
PEP
PEPSICO INC
-2.00%
Shares102.1K
Event2026-03-31
Filed2026-04-17
VMC
VULCAN MATLS CO
2.13%
Shares54.3K
Event2026-03-31
Filed2026-04-17
WMT
WALMART INC
0.35%
Shares118.4K
Event2026-03-31
Filed2026-04-17
PG
PROCTER & GAMBLE CO
-0.71%
Shares89.3K
Event2026-03-31
Filed2026-04-17
PANW
PALO ALTO NETWORKS INC
1862.07%
Shares75.6K
Event2026-03-31
Filed2026-04-17
IBM
INTERNATIONAL BUSINESS MACHS
-2.23%
Shares46.1K
Event2026-03-31
Filed2026-04-17
CAT
CATERPILLAR INC
-1.14%
Shares15.6K
Event2026-03-31
Filed2026-04-17
KO
COCA COLA CO
-0.80%
Shares133.5K
Event2026-03-31
Filed2026-04-17
EMR
EMERSON ELEC CO
-2.22%
Shares77.4K
Event2026-03-31
Filed2026-04-17
ADP
AUTOMATIC DATA PROCESSING IN
-4.23%
Shares48.4K
Event2026-03-31
Filed2026-04-17
JPM
JPMORGAN CHASE & CO
0.03%
Shares32.5K
Event2026-03-31
Filed2026-04-17
ALPHABET INC
ALPHABET INC
-0.45%
Shares30.0K
Event2026-03-31
Filed2026-04-17
MERCK & CO INC
MERCK & CO INC
-0.43%
Shares66.5K
Event2026-03-31
Filed2026-04-17
HD
HOME DEPOT INC
0.03%
Shares21.5K
Event2026-03-31
Filed2026-04-17
SPY
STATE STR SPDR S&P 500 ETF T
-3.61%
Shares9.6K
Event2026-03-31
Filed2026-04-17
ABBV
ABBVIE INC
-0.16%
Shares28.2K
Event2026-03-31
Filed2026-04-17
CELESTICA INC
CELESTICA INC
-13.12%
Shares21.6K
Event2026-03-31
Filed2026-04-17
IVV
ISHARES TR
-1.98%
Shares9.3K
Event2026-03-31
Filed2026-04-17
VGUS
VANGUARD INSTL INDEX FD
599.17%
Shares77.6K
Event2026-03-31
Filed2026-04-17
VCSH
VANGUARD SCOTTSDALE FDS
0.00%
Shares73.3K
Event2026-03-31
Filed2026-04-17
VTI
VANGUARD INDEX FDS
-15.29%
Shares17.8K
Event2026-03-31
Filed2026-04-17
PKG
PACKAGING CORP AMER
-4.75%
Shares26.2K
Event2026-03-31
Filed2026-04-17
PPG
PPG INDS INC
-0.44%
Shares50.5K
Event2026-03-31
Filed2026-04-17
UNILEVER PLC
UNILEVER PLC
-1.67%
Shares88.8K
Event2026-03-31
Filed2026-04-17
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares7
Event2026-03-31
Filed2026-04-17
PM
PHILIP MORRIS INTL INC
-0.95%
Shares28.3K
Event2026-03-31
Filed2026-04-17
GE AEROSPACE
GE AEROSPACE
-0.63%
Shares15.9K
Event2026-03-31
Filed2026-04-17
PH
PARKER-HANNIFIN CORP
-0.40%
Shares5.0K
Event2026-03-31
Filed2026-04-17
BROADCOM INC
BROADCOM INC
0.82%
Shares14.3K
Event2026-03-31
Filed2026-04-17
LHX
L3HARRIS TECHNOLOGIES INC
0.00%
Shares12.7K
Event2026-03-31
Filed2026-04-17
IWB
ISHARES TR
0.27%
Shares12.1K
Event2026-03-31
Filed2026-04-17
VYM
VANGUARD WHITEHALL FDS
1.95%
Shares26.0K
Event2026-03-31
Filed2026-04-17
CL
COLGATE PALMOLIVE CO
-3.53%
Shares44.5K
Event2026-03-31
Filed2026-04-17
SCHD
SCHWAB STRATEGIC TR
4.32%
Shares118.5K
Event2026-03-31
Filed2026-04-17
RTX
RTX CORPORATION
0.00%
Shares18.8K
Event2026-03-31
Filed2026-04-17
ICSH
ISHARES TR
New
Shares71.1K
Event2026-03-31
Filed2026-04-17
VUG
VANGUARD INDEX FDS
2.81%
Shares8.1K
Event2026-03-31
Filed2026-04-17
DE
DEERE & CO
0.00%
Shares6.1K
Event2026-03-31
Filed2026-04-17
PFE
PFIZER INC
-5.85%
Shares120.5K
Event2026-03-31
Filed2026-04-17
WM
WASTE MGMT INC DEL
-2.97%
Shares14.6K
Event2026-03-31
Filed2026-04-17
GEV
GE VERNOVA INC
0.00%
Shares3.7K
Event2026-03-31
Filed2026-04-17
UNP
UNION PAC CORP
-0.04%
Shares12.8K
Event2026-03-31
Filed2026-04-17
ROK
ROCKWELL AUTOMATION INC
0.00%
Shares8.6K
Event2026-03-31
Filed2026-04-17
CMCSA
COMCAST CORP NEW
-1.82%
Shares107.6K
Event2026-03-31
Filed2026-04-17
UPS
UNITED PARCEL SVCS INC
-4.24%
Shares30.7K
Event2026-03-31
Filed2026-04-17
LAM RESEARCH CORP
LAM RESEARCH CORP
-6.58%
Shares13.8K
Event2026-03-31
Filed2026-04-17
LMT
LOCKHEED MARTIN CORP
0.28%
Shares4.7K
Event2026-03-31
Filed2026-04-17
ABT
ABBOTT LABORATORIES
0.01%
Shares27.5K
Event2026-03-31
Filed2026-04-17
BMY
BRISTOL-MYERS SQUIBB CO
0.01%
Shares46.1K
Event2026-03-31
Filed2026-04-17
AIT
APPLIED INDL TECHNOLOGIES IN
-2.36%
Shares10.2K
Event2026-03-31
Filed2026-04-17
BK
BANK NEW YORK MELLON CORP
0.14%
Shares21.2K
Event2026-03-31
Filed2026-04-17
HON
HONEYWELL INTL INC
0.05%
Shares11.0K
Event2026-03-31
Filed2026-04-17
GBIL
GOLDMAN SACHS ETF TR
11.54%
Shares24.8K
Event2026-03-31
Filed2026-04-17
COST
COSTCO WHOLESALE CORPORATION
1.06%
Shares2.4K
Event2026-03-31
Filed2026-04-17
LLY
ELI LILLY & CO
2.35%
Shares2.5K
Event2026-03-31
Filed2026-04-17
MU
MICRON TECHNOLOGY INC
-3.38%
Shares6.4K
Event2026-03-31
Filed2026-04-17
VANGUARD INDEX FDS
VANGUARD INDEX FDS
42.98%
Shares3.6K
Event2026-03-31
Filed2026-04-17
TT
TRANE TECHNOLOGIES PLC
0.00%
Shares5.2K
Event2026-03-31
Filed2026-04-17
VZ
VERIZON COMMUNICATIONS INC
-1.43%
Shares40.1K
Event2026-03-31
Filed2026-04-17
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-13.75%
Shares10.2K
Event2026-03-31
Filed2026-04-17
WTS
WATTS WATER TECHNOLOGIES INC
0.00%
Shares6.7K
Event2026-03-31
Filed2026-04-17
CB
CHUBB LTD SWITZ
-11.49%
Shares5.7K
Event2026-03-31
Filed2026-04-17
INVESCO QQQ TR
INVESCO QQQ TR
8.04%
Shares3.2K
Event2026-03-31
Filed2026-04-17
RPM
RPM INTL INC
-1.05%
Shares18.4K
Event2026-03-31
Filed2026-04-17
TSLA
TESLA INC
0.10%
Shares4.9K
Event2026-03-31
Filed2026-04-17
IEX
IDEX CORP
0.00%
Shares9.5K
Event2026-03-31
Filed2026-04-17
DELL
DELL TECHNOLOGIES INC
-19.24%
Shares10.5K
Event2026-03-31
Filed2026-04-17
CMI
CUMMINS INC
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-17
NVS
NOVARTIS AG
0.00%
Shares10.8K
Event2026-03-31
Filed2026-04-17
V
VISA INC
0.09%
Shares5.4K
Event2026-03-31
Filed2026-04-17
GTX
GARRETT MOTION INC
0.00%
Shares89.3K
Event2026-03-31
Filed2026-04-17
PSX
PHILLIPS 66
0.35%
Shares8.9K
Event2026-03-31
Filed2026-04-17
SPGI
S&P GLOBAL INC
-0.05%
Shares3.8K
Event2026-03-31
Filed2026-04-17
PLD
PROLOGIS INC.
-0.12%
Shares12.1K
Event2026-03-31
Filed2026-04-17
GDX
VANECK ETF TRUST
0.06%
Shares17.4K
Event2026-03-31
Filed2026-04-17
BA
BOEING CO
-19.70%
Shares8.0K
Event2026-03-31
Filed2026-04-17
COP
CONOCOPHILLIPS
-1.62%
Shares11.8K
Event2026-03-31
Filed2026-04-17
BLACKSTONE INC
BLACKSTONE INC
200.00%
Shares13.5K
Event2026-03-31
Filed2026-04-17
TRV
TRAVELERS COMPANIES INC
0.00%
Shares5.2K
Event2026-03-31
Filed2026-04-17
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-17
IWM
ISHARES TR
0.00%
Shares5.7K
Event2026-03-31
Filed2026-04-17
HWM
HOWMET AEROSPACE INC
0.81%
Shares6.1K
Event2026-03-31
Filed2026-04-17
KEYS
KEYSIGHT TECHNOLOGIES INC
-14.29%
Shares4.8K
Event2026-03-31
Filed2026-04-17
AMD
ADVANCED MICRO DEVICES INC
0.00%
Shares6.6K
Event2026-03-31
Filed2026-04-17
TGT
TARGET CORP
0.00%
Shares11.0K
Event2026-03-31
Filed2026-04-17
AMGN
AMGEN INC
0.13%
Shares3.8K
Event2026-03-31
Filed2026-04-17
CIEN
CIENA CORP
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-17
T
AT&T INC
0.01%
Shares39.1K
Event2026-03-31
Filed2026-04-17
NSC
NORFOLK SOUTHN CORP
-0.52%
Shares3.8K
Event2026-03-31
Filed2026-04-17
DASH
DOORDASH INC
0.00%
Shares7.2K
Event2026-03-31
Filed2026-04-17
MMM
3M CO
-3.34%
Shares7.4K
Event2026-03-31
Filed2026-04-17
LNC
LINCOLN NATL CORP IND
0.00%
Shares30.0K
Event2026-03-31
Filed2026-04-17
VO
VANGUARD INDEX FDS
13.42%
Shares3.7K
Event2026-03-31
Filed2026-04-17
EATON CORP PLC
EATON CORP PLC
-16.30%
Shares3.0K
Event2026-03-31
Filed2026-04-17
APD
AIR PRODUCTS AND CHEMICALS I
-0.06%
Shares3.6K
Event2026-03-31
Filed2026-04-17
ITW
ILLINOIS TOOL WKS INC
0.00%
Shares3.9K
Event2026-03-31
Filed2026-04-17
SYY
SYSCO CORP
0.00%
Shares14.0K
Event2026-03-31
Filed2026-04-17
SNX
TD SYNNEX CORPORATION
0.00%
Shares5.9K
Event2026-03-31
Filed2026-04-17
AJG
GALLAGHER ARTHUR J & CO
0.00%
Shares4.3K
Event2026-03-31
Filed2026-04-17
VB
VANGUARD INDEX FDS
7.50%
Shares3.4K
Event2026-03-31
Filed2026-04-17
MTD
METTLER TOLEDO INTERNATIONAL
0.00%
Shares693
Event2026-03-31
Filed2026-04-17
FUL
FULLER H B CO
-3.96%
Shares13.8K
Event2026-03-31
Filed2026-04-17
INTC
INTEL CORP
0.00%
Shares19.2K
Event2026-03-31
Filed2026-04-17
SDY
SPDR SERIES TRUST
0.00%
Shares5.8K
Event2026-03-31
Filed2026-04-17
NOC
NORTHROP GRUMMAN CORP
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-17
KMB
KIMBERLY-CLARK CORP
-48.07%
Shares8.1K
Event2026-03-31
Filed2026-04-17
TJX
TJX COS INC NEW
0.00%
Shares4.9K
Event2026-03-31
Filed2026-04-17
PLTR
PALANTIR TECHNOLOGIES INC
3.13%
Shares5.3K
Event2026-03-31
Filed2026-04-17
MDLZ
MONDELEZ INTL INC
0.00%
Shares13.2K
Event2026-03-31
Filed2026-04-17
GLD
SPDR GOLD TR
24.89%
Shares1.8K
Event2026-03-31
Filed2026-04-17
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
0.00%
Shares5.6K
Event2026-03-31
Filed2026-04-17
EXPE
EXPEDIA GROUP INC
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-17
WAT
WATERS CORP
New
Shares2.4K
Event2026-03-31
Filed2026-04-17
CRH PLC
CRH PLC
0.00%
Shares6.9K
Event2026-03-31
Filed2026-04-17
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
0.00%
Shares6.4K
Event2026-03-31
Filed2026-04-17
IVW
ISHARES TR
0.00%
Shares6.3K
Event2026-03-31
Filed2026-04-17
MPC
MARATHON PETE CORP
16.16%
Shares2.9K
Event2026-03-31
Filed2026-04-17
CSX
CSX CORP
0.00%
Shares17.1K
Event2026-03-31
Filed2026-04-17
IJH
ISHARES TR
0.00%
Shares10.1K
Event2026-03-31
Filed2026-04-17
CSCO
CISCO SYS INC
0.00%
Shares8.7K
Event2026-03-31
Filed2026-04-17
BAC
BANK AMERICA CORP
0.42%
Shares13.8K
Event2026-03-31
Filed2026-04-17
EFX
EQUIFAX INC
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-17
SNPS
SYNOPSYS INC
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-17
VDE
VANGUARD WORLD FD
0.00%
Shares3.7K
Event2026-03-31
Filed2026-04-17
GH
GUARDANT HEALTH INC
0.00%
Shares7.0K
Event2026-03-31
Filed2026-04-17
ATR
APTARGROUP INC
-5.54%
Shares5.1K
Event2026-03-31
Filed2026-04-17
MTZ
MASTEC INC
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-17
VIS
VANGUARD WORLD FD
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-17
IEO
ISHARES TR
0.00%
Shares4.9K
Event2026-03-31
Filed2026-04-17
SU
SUNCOR ENERGY INC NEW
0.00%
Shares9.2K
Event2026-03-31
Filed2026-04-17
ARKK
ARK ETF TR
0.00%
Shares8.6K
Event2026-03-31
Filed2026-04-17
SYK
STRYKER CORPORATION
0.11%
Shares1.7K
Event2026-03-31
Filed2026-04-17
IJR
ISHARES TR
7.68%
Shares4.6K
Event2026-03-31
Filed2026-04-17
GIS
GENERAL MILLS INC
-0.40%
Shares15.1K
Event2026-03-31
Filed2026-04-17
XLK
SELECT SECTOR SPDR TR
4.51%
Shares4.1K
Event2026-03-31
Filed2026-04-17
NEE
NEXTERA ENERGY INC
4.98%
Shares5.8K
Event2026-03-31
Filed2026-04-17
SMH
VANECK ETF TRUST
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-17
VIG
VANGUARD SPECIALIZED FUNDS
118.42%
Shares2.5K
Event2026-03-31
Filed2026-04-17
WY
WEYERHAEUSER CO
-5.74%
Shares21.4K
Event2026-03-31
Filed2026-04-17
CECO
CECO ENVIRONMENTAL CORP
-12.50%
Shares8.8K
Event2026-03-31
Filed2026-04-17
AVDV
AMERICAN CENTY ETF TR
New
Shares5.2K
Event2026-03-31
Filed2026-04-17
AVUV
AMERICAN CENTY ETF TR
New
Shares4.7K
Event2026-03-31
Filed2026-04-17
AVMV
AMERICAN CENTY ETF TR
New
Shares6.9K
Event2026-03-31
Filed2026-04-17
DHR
DANAHER CORP DEL
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-17
XLF
SELECT SECTOR SPDR TR
4.79%
Shares10.3K
Event2026-03-31
Filed2026-04-17
ICE
INTERCONTINENTAL EXCHANGE IN
0.00%
Shares3.2K
Event2026-03-31
Filed2026-04-17
ZTS
ZOETIS INC
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-17
BLACKROCK INC
BLACKROCK INC
1.19%
Shares512
Event2026-03-31
Filed2026-04-17
KLAC
KLA CORP
0.00%
Shares324
Event2026-03-31
Filed2026-04-17
PAYX
PAYCHEX INC
0.00%
Shares5.2K
Event2026-03-31
Filed2026-04-17
BND
VANGUARD BD INDEX FDS
40.96%
Shares6.4K
Event2026-03-31
Filed2026-04-17
ISRG
INTUITIVE SURGICAL INC
0.00%
Shares993
Event2026-03-31
Filed2026-04-17
ALLE
ALLEGION PLC
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-17
ADI
ANALOG DEVICES INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-17
MSI
MOTOROLA SOLUTIONS INC
0.19%
Shares1.0K
Event2026-03-31
Filed2026-04-17
IVE
ISHARES TR
6.45%
Shares2.1K
Event2026-03-31
Filed2026-04-17
VLO
VALERO ENERGY CORP
0.40%
Shares1.8K
Event2026-03-31
Filed2026-04-17
BWA
BORGWARNER INC
0.00%
Shares8.0K
Event2026-03-31
Filed2026-04-17
MDY
STATE STR SPDR S&P MIDCAP 40
-20.14%
Shares702
Event2026-03-31
Filed2026-04-17
SCHX
SCHWAB STRATEGIC TR
6.47%
Shares16.6K
Event2026-03-31
Filed2026-04-17
TRP
TC ENERGY CORP
0.00%
Shares6.8K
Event2026-03-31
Filed2026-04-17
CNH
CNH INDL N V
-23.05%
Shares38.5K
Event2026-03-31
Filed2026-04-17
ADM
ARCHER DANIELS MIDLAND CO
0.00%
Shares5.8K
Event2026-03-31
Filed2026-04-17
BKNG
BOOKING HOLDINGS INC
0.00%
Shares100
Event2026-03-31
Filed2026-04-17
JBL
JABIL INC
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-17
VWO
VANGUARD INTL EQUITY INDEX F
-0.06%
Shares7.7K
Event2026-03-31
Filed2026-04-17
KMI
KINDER MORGAN INC DEL
0.00%
Shares12.1K
Event2026-03-31
Filed2026-04-17
ITA
ISHARES TR
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-17
WELL
WELLTOWER INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-17
WST
WEST PHARMACEUTICAL SVSC INC
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-17
HAL
HALLIBURTON CO
0.02%
Shares9.8K
Event2026-03-31
Filed2026-04-17
SBUX
STARBUCKS CORP
0.00%
Shares4.3K
Event2026-03-31
Filed2026-04-17
IPAC
ISHARES TR
20.31%
Shares4.9K
Event2026-03-31
Filed2026-04-17
RMD
RESMED INC
0.24%
Shares1.7K
Event2026-03-31
Filed2026-04-17
CF
CF INDUSTRIES HOLD
0.00%
Shares2.9K
Event2026-03-31
Filed2026-04-17
ZBH
ZIMMER BIOMET HOLDINGS INC
0.00%
Shares4.1K
Event2026-03-31
Filed2026-04-17
CITIGROUP INC
CITIGROUP INC
0.12%
Shares3.2K
Event2026-03-31
Filed2026-04-17
PLXS
PLEXUS CORP
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-17
IR
INGERSOLL RAND INC
0.00%
Shares4.5K
Event2026-03-31
Filed2026-04-17
VXUS
VANGUARD STAR FDS
-2.11%
Shares4.6K
Event2026-03-31
Filed2026-04-17
DGRW
WISDOMTREE TR
New
Shares4.0K
Event2026-03-31
Filed2026-04-17
XLE
SELECT SECTOR SPDR TR
5.43%
Shares5.7K
Event2026-03-31
Filed2026-04-17
IWF
ISHARES TR
0.00%
Shares807
Event2026-03-31
Filed2026-04-17
IEUR
ISHARES TR
19.90%
Shares4.9K
Event2026-03-31
Filed2026-04-17
BSV
VANGUARD BD INDEX FDS
67.54%
Shares4.4K
Event2026-03-31
Filed2026-04-17
DIVB
ISHARES TR
New
Shares6.1K
Event2026-03-31
Filed2026-04-17
AXP
AMERICAN EXPRESS CO
1.11%
Shares1.1K
Event2026-03-31
Filed2026-04-17
EPD
ENTERPRISE PRODS PARTNERS L
0.36%
Shares8.6K
Event2026-03-31
Filed2026-04-17
IWR
ISHARES TR
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-17
DKS
DICKS SPORTING GOODS INC
-0.49%
Shares1.6K
Event2026-03-31
Filed2026-04-17
GLW
CORNING INC
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-17
KMT
KENNAMETAL INC
0.00%
Shares8.7K
Event2026-03-31
Filed2026-04-17
GEHC
GE HEALTHCARE TECHNOLOGIES I
-1.28%
Shares4.4K
Event2026-03-31
Filed2026-04-17
NVO
NOVO-NORDISK A S
0.00%
Shares8.5K
Event2026-03-31
Filed2026-04-17
MSEX
MIDDLESEX WTR CO
0.00%
Shares6.0K
Event2026-03-31
Filed2026-04-17
DIS
DISNEY WALT CO
0.09%
Shares3.2K
Event2026-03-31
Filed2026-04-17
XYL
XYLEM INC
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-17
XLV
SELECT SECTOR SPDR TR
3.65%
Shares2.1K
Event2026-03-31
Filed2026-04-17
NUE
NUCOR CORP
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-17
MEDTRONIC PLC
MEDTRONIC PLC
0.00%
Shares3.5K
Event2026-03-31
Filed2026-04-17
IEMG
ISHARES INC
39.73%
Shares4.3K
Event2026-03-31
Filed2026-04-17
MCO
MOODYS CORP
-8.90%
Shares686
Event2026-03-31
Filed2026-04-17
MO
ALTRIA GROUP INC
-10.01%
Shares4.5K
Event2026-03-31
Filed2026-04-17
BP
BP PLC
New
Shares6.3K
Event2026-03-31
Filed2026-04-17
XLP
SELECT SECTOR SPDR TR
6.53%
Shares3.4K
Event2026-03-31
Filed2026-04-17
JEPQ
J P MORGAN EXCHANGE TRADED F
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-17
PEG
PUBLIC SVC ENTERPRISE GROUP
0.00%
Shares3.4K
Event2026-03-31
Filed2026-04-17
CTVA
CORTEVA INC
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-17
EFA
ISHARES TR
1.21%
Shares2.8K
Event2026-03-31
Filed2026-04-17
IOO
ISHARES TR
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-17
YUM
YUM BRANDS INC
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-17
WFC
WELLS FARGO & CO
0.06%
Shares3.3K
Event2026-03-31
Filed2026-04-17
TKR
TIMKEN CO
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-17
GSK PLC
GSK PLC
0.06%
Shares4.7K
Event2026-03-31
Filed2026-04-17
ET
ENERGY TRANSFER L P
0.48%
Shares13.3K
Event2026-03-31
Filed2026-04-17
BLDR
BUILDERS FIRSTSOURCE INC
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-17
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
New
Shares2.2K
Event2026-03-31
Filed2026-04-17
SPYM
SPDR SERIES TRUST
-0.42%
Shares3.3K
Event2026-03-31
Filed2026-04-17
GPK
GRAPHIC PACKAGING HLDG CO
-12.25%
Shares25.3K
Event2026-03-31
Filed2026-04-17
CVS
CVS HEALTH CORP
0.96%
Shares3.5K
Event2026-03-31
Filed2026-04-17
KKR & CO INC
KKR & CO INC
-6.52%
Shares2.7K
Event2026-03-31
Filed2026-04-17
FCX
FREEPORT MCMORAN INC
0.18%
Shares4.0K
Event2026-03-31
Filed2026-04-17
MCK
MCKESSON CORP
0.00%
Shares270
Event2026-03-31
Filed2026-04-17
SCHW
SCHWAB CHARLES CORP
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-17
VT
VANGUARD INTL EQUITY INDEX F
-0.85%
Shares1.6K
Event2026-03-31
Filed2026-04-17
FHI
FEDERATED HERMES INC
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-17
EVRG
EVERGY INC
-12.07%
Shares2.7K
Event2026-03-31
Filed2026-04-17
NVR
NVR INC
0.00%
Shares34
Event2026-03-31
Filed2026-04-17
SHEL
SHELL PLC
New
Shares2.4K
Event2026-03-31
Filed2026-04-17
MKL
MARKEL GROUP INC
0.00%
Shares115
Event2026-03-31
Filed2026-04-17
MCHP
MICROCHIP TECHNOLOGY INC.
0.00%
Shares3.4K
Event2026-03-31
Filed2026-04-17
GS
GOLDMAN SACHS GROUP INC
0.39%
Shares258
Event2026-03-31
Filed2026-04-17
LEA
LEAR CORP
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-17
VTEB
VANGUARD MUN BD FDS
New
Shares4.3K
Event2026-03-31
Filed2026-04-17
OMC
OMNICOM GROUP INC
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-17
INTU
INTUIT
-2.06%
Shares475
Event2026-03-31
Filed2026-04-17
KYN
KAYNE ANDERSON ENERGY INFRST
New
Shares14.2K
Event2026-03-31
Filed2026-04-17
VCIT
VANGUARD SCOTTSDALE FDS
New
Shares2.4K
Event2026-03-31
Filed2026-04-17

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available