Sponsored

The Analysis of GW HENSSLER & ASSOCIATES LTD's Holdings & P&L

Currently, GW HENSSLER & ASSOCIATES LTD holds 232 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in AVDE (+378.0K shares, valued at $32.1M), NVDA (+110.5K shares, valued at $19.3M), FMDE (+453.4K shares, valued at $16.3M); decreased their positions in N/A (-61.5K shares, valued at $36.7M), IJJ (-175.5K shares, valued at $23.3M), IJS (-128.7K shares, valued at $15.2M); initiated new positions in N/A (+43.4K shares, valued at $13.4M), N/A (+112.4K shares, valued at $9.7M), N/A (+185.7K shares, valued at $7.4M).

1M P&L

+26.7M+1.33%

3M P&L

-87.4M-4.13%

HY P&L

+19.4M+0.97%

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/A512.9M

26.8%

2Utilities - Regulated Electric167.3M

8.7%

3Consumer Electronics83.8M

4.4%

Top Industries by Stock Count

1N/A46 stocks

21.6%

2Utilities - Regulated Electric9 stocks

4.2%

3Drug Manufacturers - General7 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BUFD FIRST TR EXCHNG TRADED FD VI4.0M shares0.64%2026-03-312026-05-15

AVDE AMERICAN CENTY ETF TR1.0M shares60.08%2026-03-312026-05-15

AAPL APPLE INC330.3K shares-0.58%2026-03-312026-05-15

ALPHABET INC ALPHABET INC195.0K shares-2.08%2026-03-312026-05-15

MSFT MICROSOFT CORP136.5K shares2.90%2026-03-312026-05-15

NVDA NVIDIA CORPORATION259.7K shares74.03%2026-03-312026-05-15

FMDE FIDELITY COVINGTON TRUST1.2M shares62.43%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC301.8K shares-0.93%2026-03-312026-05-15

Sponsored

SRE SEMPRA360.5K shares1.31%2026-03-312026-05-15

AMZN AMAZON COM INC162.3K shares5.13%2026-03-312026-05-15

SO SOUTHERN CO343.4K shares1.43%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC266.7K shares-0.38%2026-03-312026-05-15

GRPM INVESCO EXCHANGE TRADED FD T275.2K shares63.31%2026-03-312026-05-15

EVRG EVERGY INC382.5K shares0.57%2026-03-312026-05-15

TFC TRUIST FINL CORP645.9K shares0.51%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC100.6K shares-2.41%2026-03-312026-05-15

Sponsored

TOTALENERGIES SE TOTALENERGIES SE309.5K shares-1.63%2026-03-312026-05-15

AVEM AMERICAN CENTY ETF TR346.3K shares60.81%2026-03-312026-05-15

FITB FIFTH THIRD BANCORP596.8K shares5.02%2026-03-312026-05-15

AEM AGNICO EAGLE MINES LTD133.6K shares-4.15%2026-03-312026-05-15

SDVY FIRST TR EXCHANGE TRADED FD685.2K shares34.23%2026-03-312026-05-15

XOM EXXON MOBIL CORP150.7K shares-2.02%2026-03-312026-05-15

ALL ALLSTATE CORP121.4K shares1.64%2026-03-312026-05-15

QUAL ISHARES TR130.4K shares4.02%2026-03-312026-05-15

Sponsored

HAS HASBRO INC265.6K shares-1.80%2026-03-312026-05-15

META META PLATFORMS INC43.2K shares-17.33%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE IN156.4K shares-29.81%2026-03-312026-05-15

KO COCA COLA CO315.1K shares-3.12%2026-03-312026-05-15

ETR ENTERGY CORP NEW205.0K shares-1.66%2026-03-312026-05-15

WMT WALMART INC184.4K shares-4.13%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC451.0K shares2.89%2026-03-312026-05-15

V VISA INC74.7K shares-0.47%2026-03-312026-05-15

Sponsored

SCHW SCHWAB CHARLES CORP236.3K shares-2.07%2026-03-312026-05-15

DVY ISHARES TR144.9K shares-12.97%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC181.0K shares-3.44%2026-03-312026-05-15

D DOMINION ENERGY INC340.8K shares1.14%2026-03-312026-05-15

MO ALTRIA GROUP INC307.4K shares-3.45%2026-03-312026-05-15

PFG PRINCIPAL FINANCIAL GROUP IN223.9K shares0.17%2026-03-312026-05-15

AMGN AMGEN INC57.0K shares-1.87%2026-03-312026-05-15

IDXX IDEXX LABS INC34.8K shares3.20%2026-03-312026-05-15

Sponsored

USB US BANCORP370.1K shares-28.21%2026-03-312026-05-15

NVS NOVARTIS AG125.5K shares-2.75%2026-03-312026-05-15

WPM WHEATON PRECIOUS METALS CORP143.5K shares-2.65%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC38.2K shares0.86%2026-03-312026-05-15

REGN REGENERON PHARMACEUTICALS23.9K shares-2.09%2026-03-312026-05-15

PEG PUBLIC SVC ENTERPRISE GROUP226.1K shares-0.50%2026-03-312026-05-15

MELI MERCADOLIBRE INC10.3K shares11.12%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC107.4K shares-23.04%2026-03-312026-05-15

Sponsored

ABNB AIRBNB INC136.4K shares13.21%2026-03-312026-05-15

ASML ASML HLDG NV13.0K shares-18.69%2026-03-312026-05-15

NKE NIKE INC317.4K shares44.97%2026-03-312026-05-15

OSK OSHKOSH CORP110.4K shares-2.49%2026-03-312026-05-15

AMT AMERICAN TOWER CORP93.9K shares14.92%2026-03-312026-05-15

MS MORGAN STANLEY95.5K shares-0.65%2026-03-312026-05-15

QCOM QUALCOMM INC122.0K shares-24.90%2026-03-312026-05-15

BTI BRITISH AMERN TOB PLC266.3K shares-30.46%2026-03-312026-05-15

Sponsored

EMR EMERSON ELEC CO118.8K shares-0.06%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS102.0K shares4.70%2026-03-312026-05-15

VUG VANGUARD INDEX FDS33.6K shares7.48%2026-03-312026-05-15

MCD MCDONALDS CORP46.2K shares-3.29%2026-03-312026-05-15

VAW VANGUARD WORLD FD62.9K shares-0.68%2026-03-312026-05-15

ADI ANALOG DEVICES INC44.2K shares-25.97%2026-03-312026-05-15

EME EMCOR GROUP INC18.4K shares-3.04%2026-03-312026-05-15

CRM SALESFORCE INC72.0K shares11.37%2026-03-312026-05-15

Sponsored

BROADCOM INC BROADCOM INC43.4K sharesnew addition2026-03-312026-05-15

SBUX STARBUCKS CORP143.7K shares0.84%2026-03-312026-05-15

LAZARD INC LAZARD INC295.2K shares1.67%2026-03-312026-05-15

MATCH GROUP INC NEW MATCH GROUP INC NEW408.2K shares1.49%2026-03-312026-05-15

QXO QXO INC641.5K shares10.40%2026-03-312026-05-15

OKE ONEOK INC NEW136.6K shares54.25%2026-03-312026-05-15

URA GLOBAL X FDS249.3K shares-1.33%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO40.6K shares0.93%2026-03-312026-05-15

Sponsored

KR KROGER CO163.2K shares2154.17%2026-03-312026-05-15

WCN WASTE CONNECTIONS INC72.5K shares25.86%2026-03-312026-05-15

ADSK AUTODESK INC47.2K shares11.95%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP18.4K shares-1.81%2026-03-312026-05-15

HD HOME DEPOT INC33.5K shares11.62%2026-03-312026-05-15

HSY HERSHEY CO52.7K shares4.53%2026-03-312026-05-15

GGG GRACO INC125.5K shares1.40%2026-03-312026-05-15

IAT ISHARES TR190.8K shares2.30%2026-03-312026-05-15

Sponsored

SFM SPROUTS FMRS MKT INC131.0K shares53.26%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS46.3K shares4.33%2026-03-312026-05-15

DOX AMDOCS LTD149.8K shares45.68%2026-03-312026-05-15

IPAR INTERPARFUMS INC107.3K shares47.15%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC112.4K sharesnew addition2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC20.6K shares9.59%2026-03-312026-05-15

PYPL PAYPAL HLDGS INC184.8K shares9.24%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR255.8K shares46.57%2026-03-312026-05-15

Sponsored

AMCOR PLC AMCOR PLC185.7K sharesnew addition2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR116.5K shares-15.96%2026-03-312026-05-15

GARP ISHARES TR99.5K shares65.79%2026-03-312026-05-15

DYNF BLACKROCK ETF TRUST106.0K shares9.90%2026-03-312026-05-15

VRSK VERISK ANALYTICS INC31.3K shares37.52%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS8.8K shares-87.43%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T5.6K shares-39.71%2026-03-312026-05-15

SCHO SCHWAB STRATEGIC TR140.3K shares-11.29%2026-03-312026-05-15

Sponsored

SCHX SCHWAB STRATEGIC TR124.4K shares0.13%2026-03-312026-05-15

XMMO INVESCO EXCHANGE TRADED FD T20.2K shares53.62%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC10.5K shares-6.24%2026-03-312026-05-15

THRO BLACKROCK ETF TRUST71.6K shares10.21%2026-03-312026-05-15

IVV ISHARES TR3.9K shares-36.91%2026-03-312026-05-15

IJH ISHARES TR37.6K shares5.47%2026-03-312026-05-15

MPC MARATHON PETE CORP8.1K shares-29.20%2026-03-312026-05-15

ALPHABET INC ALPHABET INC6.6K shares1.27%2026-03-312026-05-15

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.8K shares5.55%2026-03-312026-05-15

SCHV SCHWAB STRATEGIC TR54.3K shares-1.15%2026-03-312026-05-15

AFL AFLAC INC13.7K shares-7.02%2026-03-312026-05-15

PEP PEPSICO INC9.0K shares-53.81%2026-03-312026-05-15

UMH UMH PPTYS INC96.4K shares0.00%2026-03-312026-05-15

IWF ISHARES TR3.2K shares3.18%2026-03-312026-05-15

VTI VANGUARD INDEX FDS3.9K shares4.65%2026-03-312026-05-15

PROSHARES TR PROSHARES TR15.5K shares20.81%2026-03-312026-05-15

Sponsored

GLD SPDR GOLD TR2.7K shares-14.81%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION1.2K shares5.92%2026-03-312026-05-15

WM WASTE MGMT INC DEL4.6K shares0.02%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.9K shares-0.28%2026-03-312026-05-15

CVX CHEVRON CORPORATION4.0K shares1.92%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST21.1K shares-8.53%2026-03-312026-05-15

LLY ELI LILLY & CO883 shares0.00%2026-03-312026-05-15

IJJ ISHARES TR5.7K shares-96.87%2026-03-312026-05-15

Sponsored

AGG ISHARES TR7.4K shares0.00%2026-03-312026-05-15

ILCG ISHARES TR7.7K shares0.00%2026-03-312026-05-15

PSX PHILLIPS 664.0K shares-1.07%2026-03-312026-05-15

SHEL SHELL PLC7.8K shares0.00%2026-03-312026-05-15

EFX EQUIFAX INC3.8K shares-48.20%2026-03-312026-05-15

MCK MCKESSON CORP784 shares3.98%2026-03-312026-05-15

IJR ISHARES TR5.3K shares24.96%2026-03-312026-05-15

MA MASTERCARD INCORPORATED1.3K shares5.79%2026-03-312026-05-15

Sponsored

USMV ISHARES TR6.9K shares0.00%2026-03-312026-05-15

CHD CHURCH & DWIGHT CO INC6.7K shares-29.61%2026-03-312026-05-15

DGRW WISDOMTREE TR6.9K shares-0.36%2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP2.1K shares0.10%2026-03-312026-05-15

ACHR ARCHER AVIATION INC115.5K sharesnew addition2026-03-312026-05-15

JNJ JOHNSON & JOHNSON2.4K shares3.37%2026-03-312026-05-15

CAT CATERPILLAR INC817 shares6.52%2026-03-312026-05-15

PG PROCTER & GAMBLE CO3.7K shares-1.29%2026-03-312026-05-15

Sponsored

XCEM COLUMBIA ETF TR II12.3K shares0.00%2026-03-312026-05-15

EFA ISHARES TR5.1K shares136.56%2026-03-312026-05-15

IJS ISHARES TR4.1K shares-96.90%2026-03-312026-05-15

GPC GENUINE PARTS CO4.5K shares0.27%2026-03-312026-05-15

DIS DISNEY WALT CO4.7K shares-3.21%2026-03-312026-05-15

NNN NNN REIT INC10.3K shares96.86%2026-03-312026-05-15

UTHR UNITED THERAPEUTICS CORP DEL718 shares-0.69%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS1.7K shares10.65%2026-03-312026-05-15

Sponsored

ORCL ORACLE CORP2.8K shares-26.35%2026-03-312026-05-15

DAL DELTA AIR LINES INC5.9K shares-6.26%2026-03-312026-05-15

MATX MATSON INC2.4K shares-8.36%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC2.6K shares9.23%2026-03-312026-05-15

UHS UNIVERSAL HLTH SVCS INC2.1K shares0.05%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR12.4K shares-2.50%2026-03-312026-05-15

MMM 3M CO2.6K shares-2.81%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR643 shares0.00%2026-03-312026-05-15

Sponsored

NXT NEXTPOWER INC3.0K shares0.00%2026-03-312026-05-15

VOOG VANGUARD ADMIRAL FDS INC900 shares0.00%2026-03-312026-05-15

PFE PFIZER INC13.1K shares50.87%2026-03-312026-05-15

BDX BECTON DICKINSON & CO2.3K shares-1.29%2026-03-312026-05-15

ABBV ABBVIE INC1.6K shares2.49%2026-03-312026-05-15

T AT&T INC12.3K shares10.73%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.8K shares0.00%2026-03-312026-05-15

DNP DNP SELECT INCOME FD INC33.0K shares4.26%2026-03-312026-05-15

Sponsored

CHRW C H ROBINSON WORLDWIDE IN2.0K shares0.35%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC1.2K shares-14.32%2026-03-312026-05-15

NEE NEXTERA ENERGY INC3.5K shares0.96%2026-03-312026-05-15

ED CONSOLIDATED EDISON INC2.8K shares0.00%2026-03-312026-05-15

ROST ROSS STORES INC1.5K shares0.07%2026-03-312026-05-15

AMAT APPLIED MATLS INC909 shares0.66%2026-03-312026-05-15

CVS CVS HEALTH CORP4.3K shares8.35%2026-03-312026-05-15

BAC BANK AMERICA CORP6.3K shares0.29%2026-03-312026-05-15

Sponsored

LSTR LANDSTAR SYS INC1.9K shares-18.24%2026-03-312026-05-15

FLR FLUOR CORP6.4K shares0.00%2026-03-312026-05-15

MLI MUELLER INDS INC2.7K shares0.00%2026-03-312026-05-15

LOW LOWES COS INC1.3K shares3.09%2026-03-312026-05-15

XLB SELECT SECTOR SPDR TR5.9K shares-29.13%2026-03-312026-05-15

BRC BRADY CORP3.6K shares0.00%2026-03-312026-05-15

MAR MARRIOTT INTL INC NEW901 shares0.22%2026-03-312026-05-15

ABT ABBOTT LABORATORIES2.8K shares-25.82%2026-03-312026-05-15

Sponsored

RNR RENAISSANCERE HLDGS LTD949 shares0.00%2026-03-312026-05-15

ENB ENBRIDGE INC5.1K shares0.00%2026-03-312026-05-15

NVO NOVO-NORDISK A S7.5K shares-6.40%2026-03-312026-05-15

TSEM TOWER SEMICONDUCTOR LTD1.6K sharesnew addition2026-03-312026-05-15

TEX TEREX CORP NEW4.6K sharesnew addition2026-03-312026-05-15

TROW PRICE T ROWE GROUP INC3.0K shares-33.05%2026-03-312026-05-15

AVY AVERY DENNISON CORP1.6K shares0.32%2026-03-312026-05-15

AOS SMITH A O CORP3.9K shares-3.61%2026-03-312026-05-15

Sponsored

TTC TORO CO2.8K shares-7.73%2026-03-312026-05-15

GSK PLC GSK PLC4.7K shares0.00%2026-03-312026-05-15

AXS AXIS CAP HLDGS LTD2.5K shares0.00%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC2.8K shares0.55%2026-03-312026-05-15

OTTR OTTER TAIL CORP2.9K shares0.00%2026-03-312026-05-15

EQNR EQUINOR ASA6.0K sharesnew addition2026-03-312026-05-15

YUM YUM BRANDS INC1.6K shares0.25%2026-03-312026-05-15

SPYM SPDR SERIES TRUST3.2K shares0.00%2026-03-312026-05-15

Sponsored

KHC KRAFT HEINZ CO11.0K sharesnew addition2026-03-312026-05-15

FTV FORTIVE CORP4.5K shares0.00%2026-03-312026-05-15

IWM ISHARES TR985 shares0.00%2026-03-312026-05-15

HIG HARTFORD INSURANCE GROUP INC1.7K shares-5.97%2026-03-312026-05-15

NCDL NUVEEN CHURCHILL DIRECT LEND18.3K shares-3.57%2026-03-312026-05-15

TOTL SSGA ACTIVE ETF TR5.8K shares0.00%2026-03-312026-05-15

O REALTY INCOME CORP3.7K sharesnew addition2026-03-312026-05-15

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY2.9K shares0.00%2026-03-312026-05-15

Sponsored

PR PERMIAN RESOURCES CORP10.6K shares-23.42%2026-03-312026-05-15

ADC AGREE RLTY CORP3.0K sharesnew addition2026-03-312026-05-15

ALKS ALKERMES PLC6.4K sharesnew addition2026-03-312026-05-15

DRI DARDEN RESTAURANTS INC1.1K shares-10.36%2026-03-312026-05-15

SPG SIMON PPTY GROUP INC NEW1.2K shares0.25%2026-03-312026-05-15

GOLF ACUSHNET HLDGS CORP2.4K sharesnew addition2026-03-312026-05-15

JD JD.COM INC7.4K shares-1.14%2026-03-312026-05-15

NFG NATIONAL FUEL GAS CO2.3K sharesnew addition2026-03-312026-05-15

Sponsored

INGR INGREDION INC1.9K shares-12.51%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC1.0K shares1.36%2026-03-312026-05-15

OGE OGE ENERGY CORP4.5K sharesnew addition2026-03-312026-05-15

DECK DECKERS OUTDOOR CORP2.2K shares0.00%2026-03-312026-05-15

SIG SIGNET JEWELERS LIMITED2.5K shares0.00%2026-03-312026-05-15

WPC WP CAREY INC3.2K shares0.00%2026-03-312026-05-15

TSLA TESLA INC576 shares18.76%2026-03-312026-05-15

JLL JONES LANG LASALLE INC700 shares0.00%2026-03-312026-05-15

Sponsored

YUMC YUM CHINA HLDGS INC4.4K shares-0.95%2026-03-312026-05-15

CBOE CBOE GLOBAL MKTS INC750 sharesnew addition2026-03-312026-05-15

BKH BLACK HILLS CORP3.0K shares0.00%2026-03-312026-05-15

CFR CULLEN FROST BANKERS INC1.5K sharesnew addition2026-03-312026-05-15

OVV OVINTIV INC3.5K sharesnew addition2026-03-312026-05-15

WS WORTHINGTON STL INC6.8K shares-8.19%2026-03-312026-05-15

YETI YETI HLDGS INC5.6K shares-18.49%2026-03-312026-05-15

EXPE EXPEDIA GROUP INC886 shares-3.90%2026-03-312026-05-15

Sponsored

GE AEROSPACE GE AEROSPACE720 shares-0.69%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP299 sharesnew addition2026-03-312026-05-15

AXP AMERICAN EXPRESS CO667 shares1.52%2026-03-312026-05-15

PAGS PAGSEGURO DIGITAL LTD19.4K shares-3.67%2026-03-312026-05-15

INMD INMODE LTD13.4K shares2.57%2026-03-312026-05-15

NOK NOKIA CORP22.7K shares0.00%2026-03-312026-05-15

CXM SPRINKLR INC17.7K shares0.37%2026-03-312026-05-15

JBLU JETBLUE AIRWAYS CORP13.6K shares0.00%2026-03-312026-05-15

Sponsored

BUFD

FIRST TR EXCHNG TRADED FD VI

0.64%

Shares4.0M

Event2026-03-31

Filed2026-05-15

AVDE

AMERICAN CENTY ETF TR

60.08%

Shares1.0M

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-0.58%

Shares330.3K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-2.08%

Shares195.0K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

2.90%

Shares136.5K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

74.03%

Shares259.7K

Event2026-03-31

Filed2026-05-15

FMDE

FIDELITY COVINGTON TRUST

62.43%

Shares1.2M

Event2026-03-31

Filed2026-05-15

AEP

AMERICAN ELEC PWR CO INC

-0.93%

Shares301.8K

Event2026-03-31

Filed2026-05-15

SRE

SEMPRA

1.31%

Shares360.5K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

5.13%

Shares162.3K

Event2026-03-31

Filed2026-05-15

SOUTHERN CO

1.43%

Shares343.4K

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC

-0.38%

Shares266.7K

Event2026-03-31

Filed2026-05-15

GRPM

INVESCO EXCHANGE TRADED FD T

63.31%

Shares275.2K

Event2026-03-31

Filed2026-05-15

EVRG

EVERGY INC

0.57%

Shares382.5K

Event2026-03-31

Filed2026-05-15

TFC

TRUIST FINL CORP

0.51%

Shares645.9K

Event2026-03-31

Filed2026-05-15

TRV

TRAVELERS COMPANIES INC

-2.41%

Shares100.6K

Event2026-03-31

Filed2026-05-15

TOTALENERGIES SE

-1.63%

Shares309.5K

Event2026-03-31

Filed2026-05-15

AVEM

AMERICAN CENTY ETF TR

60.81%

Shares346.3K

Event2026-03-31

Filed2026-05-15

FITB

FIFTH THIRD BANCORP

5.02%

Shares596.8K

Event2026-03-31

Filed2026-05-15

AEM

AGNICO EAGLE MINES LTD

-4.15%

Shares133.6K

Event2026-03-31

Filed2026-05-15

SDVY

FIRST TR EXCHANGE TRADED FD

34.23%

Shares685.2K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-2.02%

Shares150.7K

Event2026-03-31

Filed2026-05-15

ALL

ALLSTATE CORP

1.64%

Shares121.4K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

4.02%

Shares130.4K

Event2026-03-31

Filed2026-05-15

HAS

HASBRO INC

-1.80%

Shares265.6K

Event2026-03-31

Filed2026-05-15