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The Analysis of Hanson & Doremus Investment Management's Holdings & P&L

Currently, Hanson & Doremus Investment Management holds 534 types of securities in its portfolio with a total value $869.2K. In the most recent quarter, they have increased their positions in VTEB (+94.4K shares, valued at $4.7K), VGIT (+66.3K shares, valued at $3.9K), TSLA (+7.6K shares, valued at $2.8K); decreased their positions in KRC (-71.3K shares, valued at $2.0K), PFE (-70.9K shares, valued at $2.0K), TSM (-3.4K shares, valued at $1.1K); initiated new positions in BRK.A (+3 shares, valued at $2.2K), AMT (+7.6K shares, valued at $1.3K), N/A (+6.0K shares, valued at $1.2K).

1M P&L

+27.8M+3.29%

3M P&L

+21.4M+2.51%

HY P&L

+71.2M+8.87%

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/A504.8K

63.0%

2Semiconductors30.3K

3.8%

3Software - Infrastructure20.7K

2.6%

Top Industries by Stock Count

1N/A166 stocks

34.2%

2Software - Application12 stocks

2.5%

3Specialty Industrial Machinery12 stocks

2.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHB Schwab U.S. Broad Market ETF7.0M shares0.47%2026-03-312026-04-17

VGIT Vanguard Intermediate Treasury ETF1.2M shares5.93%2026-03-312026-04-17

VEA Vanguard Developed Market ETF811.8K shares-0.25%2026-03-312026-04-17

VCIT Vanguard Intermediate Corporate ETF618.7K shares4.02%2026-03-312026-04-17

VWO Vanguard Emerging Market ETF498.6K shares3.84%2026-03-312026-04-17

TSM Taiwan Semiconductor ADR78.8K shares-4.10%2026-03-312026-04-17

ESGV Vanguard ESG US Stock ETF227.9K shares5.29%2026-03-312026-04-17

GLW Corning137.7K shares1.76%2026-03-312026-04-17

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MSFT Microsoft47.7K shares5.87%2026-03-312026-04-17

VSGX Vanguard ESG International Stock ETF245.6K shares4.71%2026-03-312026-04-17

SCHF Schwab Int'l Equity ETF621.8K shares-0.24%2026-03-312026-04-17

VCEB Vanguard ESG US Corporate Bond ETF211.9K shares11.63%2026-03-312026-04-17

Seagate Technology PLC Seagate Technology PLC33.3K shares-7.28%2026-03-312026-04-17

AAPL Apple Inc.50.0K shares5.46%2026-03-312026-04-17

SCHW The Charles Schwab Corp.126.6K shares5.85%2026-03-312026-04-17

VTEB Vanguard Tax-Exempt Bond ETF231.2K shares68.94%2026-03-312026-04-17

Sponsored

COST Costco11.0K shares7.73%2026-03-312026-04-17

Berkshire Hathaway Cl B Berkshire Hathaway Cl B19.6K shares11.25%2026-03-312026-04-17

Alphabet, Inc. Cl A Alphabet, Inc. Cl A32.4K shares-0.18%2026-03-312026-04-17

Alphabet, Inc Cl C Alphabet, Inc Cl C28.0K shares11.46%2026-03-312026-04-17

Merck Merck58.9K shares0.58%2026-03-312026-04-17

V Visa Inc21.8K shares6.06%2026-03-312026-04-17

CB Chubb Limited19.3K shares3.36%2026-03-312026-04-17

IBM IBM Corp.25.8K shares7.69%2026-03-312026-04-17

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TRMK Trustmark Corp.139.4K shares0.00%2026-03-312026-04-17

AMZN Amazon.Com27.8K shares3.35%2026-03-312026-04-17

IWD iShares Russell 1000 Val ETF25.7K shares0.10%2026-03-312026-04-17

CAT Caterpillar7.6K shares-4.34%2026-03-312026-04-17

JPM JP Morgan Chase & Co18.0K shares18.39%2026-03-312026-04-17

VTI Vanguard Total Stk Mkt ETF16.2K shares5.86%2026-03-312026-04-17

XOM Exxon Mobil Corporation28.7K shares9.00%2026-03-312026-04-17

NI Nisource Inc.100.9K shares1.65%2026-03-312026-04-17

Sponsored

Broadcom Ltd Broadcom Ltd14.6K shares0.16%2026-03-312026-04-17

CSCO Cisco Systems, Inc.58.1K shares19.02%2026-03-312026-04-17

Medtronic Inc. Medtronic Inc.50.3K shares8.58%2026-03-312026-04-17

SLB Schlumberger Limited81.5K shares4.79%2026-03-312026-04-17

AMGN Amgen Incorporated11.2K shares1.25%2026-03-312026-04-17

JNJ Johnson & Johnson15.8K shares14.63%2026-03-312026-04-17

GLD SPDR Gold Trust ETF8.7K shares0.00%2026-03-312026-04-17

VLO Valero Energy14.3K shares-1.23%2026-03-312026-04-17

Sponsored

KO Coca-Cola Co45.6K shares19.71%2026-03-312026-04-17

ABBV AbbVie Inc.15.7K shares-1.97%2026-03-312026-04-17

HON Honeywell International15.1K shares-1.67%2026-03-312026-04-17

BA Boeing Co.17.0K shares8.01%2026-03-312026-04-17

LLY Eli Lilly & Co.3.7K shares-1.61%2026-03-312026-04-17

MUNI PIMCO Intermediate Muni Bond ETF64.1K shares12.11%2026-03-312026-04-17

PG Procter & Gamble21.6K shares12.24%2026-03-312026-04-17

WMT Wal-Mart Stores23.1K shares80.80%2026-03-312026-04-17

Sponsored

TSLA Tesla Motors7.7K shares6076.00%2026-03-312026-04-17

ABT Abbott Laboratories25.4K shares22.82%2026-03-312026-04-17

YUMC Yum China Hldgs Inc Com52.0K shares-0.20%2026-03-312026-04-17

ISRG Intuitive Surgical5.3K shares7.62%2026-03-312026-04-17

IQV IQVIA Holdings Inc.14.1K shares13.18%2026-03-312026-04-17

GDX Vaneck Vectors Gold Miners ETF26.1K shares0.00%2026-03-312026-04-17

EMR Emerson Electric Co.18.2K shares82.29%2026-03-312026-04-17

IOT Samsara Inc.74.2K shares-4.80%2026-03-312026-04-17

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SPY SPDR S&P 500 ETF3.6K shares20.75%2026-03-312026-04-17

XYL Xylem Inc18.8K shares32.19%2026-03-312026-04-17

ATR AptarGroup, Inc17.6K shares0.74%2026-03-312026-04-17

BRK.A Berkshire Hathaway Inc.3 sharesnew addition2026-03-312026-04-17

VUG Vanguard Growth ETF4.9K shares2.58%2026-03-312026-04-17

WM Waste Management Inc9.1K shares283.85%2026-03-312026-04-17

Vanguard 500 ETF Vanguard 500 ETF3.5K shares0.32%2026-03-312026-04-17

FSLR First Solar Inc10.5K shares6.15%2026-03-312026-04-17

Sponsored

GE Aerospace GE Aerospace7.1K shares43.16%2026-03-312026-04-17

Duke Energy Corporation Duke Energy Corporation15.0K shares17.95%2026-03-312026-04-17

ROP Roper Industries Inc5.1K shares-13.78%2026-03-312026-04-17

MCK McKesson Corp.2.0K shares-10.19%2026-03-312026-04-17

PCOR Procore Technologies, Inc.30.1K shares-2.36%2026-03-312026-04-17

NVDA Nvidia Corp9.7K shares27.69%2026-03-312026-04-17

NCLH Norwegian Cruise Line Holding Ltd87.9K shares-3.25%2026-03-312026-04-17

PFE Pfizer Inc.58.3K shares-54.86%2026-03-312026-04-17

Sponsored

TD Toronto-Dominion Bank17.4K shares155.54%2026-03-312026-04-17

NSC Norfolk Southern5.6K shares229.77%2026-03-312026-04-17

MKSI M K S Instruments Inc.6.9K shares14.12%2026-03-312026-04-17

MCD McDonald's Corp4.7K shares-5.32%2026-03-312026-04-17

DOV Dover Corporation6.8K shares0.00%2026-03-312026-04-17

CVX Chevron Corp.6.7K shares10.96%2026-03-312026-04-17

AMKR Amkor Technology Inc30.1K shares-1.81%2026-03-312026-04-17

SPYX SPDR S&P 500 Fossil Fl Fr ETF25.5K shares0.00%2026-03-312026-04-17

Sponsored

VZ Verizon Communications Inc.26.3K shares25.18%2026-03-312026-04-17

AMT American Tower REIT7.6K sharesnew addition2026-03-312026-04-17

TRV The Travelers Companies Inc.4.2K shares-1.51%2026-03-312026-04-17

FDX Fedex Corporation3.4K shares-4.50%2026-03-312026-04-17

AXP American Express Company3.9K shares-1.73%2026-03-312026-04-17

AstraZeneca PLC AstraZeneca PLC6.0K sharesnew addition2026-03-312026-04-17

BMY Bristol Myers19.5K shares5.23%2026-03-312026-04-17

CHE Chemed Corp.3.1K shares-1.28%2026-03-312026-04-17

Sponsored

SONY Sony Group Corp55.4K shares-1.45%2026-03-312026-04-17

PEP Pepsico, Inc.7.3K shares6.87%2026-03-312026-04-17

Ishares Gold ETF Ishares Gold ETF12.7K shares-1.38%2026-03-312026-04-17

DIS Walt Disney Hldg11.5K shares-23.65%2026-03-312026-04-17

DE Deere & Company1.9K shares-3.73%2026-03-312026-04-17

CSX CSX Corp25.5K shares211.49%2026-03-312026-04-17

NEE Nextera Energy10.1K shares34.29%2026-03-312026-04-17

GEV GE Vernova Inc.1.1K shares0.95%2026-03-312026-04-17

Sponsored

MTB M&T Bank Corp4.4K shares5.65%2026-03-312026-04-17

COP Conoco Phillips6.9K shares-6.01%2026-03-312026-04-17

BEPC Brookfield Renewable Corp Ordinary Shares - Class22.1K shares10.75%2026-03-312026-04-17

INTC Intel Corp.19.7K shares6.70%2026-03-312026-04-17

HD Home Depot2.6K shares-1.29%2026-03-312026-04-17

EWBC East West Bancorp7.9K shares-1.02%2026-03-312026-04-17

APD Air Products & Chemicals Inc.2.9K shares108.27%2026-03-312026-04-17

GNRC Generac Holdings Inc4.1K shares10.29%2026-03-312026-04-17

Sponsored

TJX TJX Companies Inc4.8K shares-2.05%2026-03-312026-04-17

VIG Vanguard Div Appreciation ETF3.5K shares-0.34%2026-03-312026-04-17

TIP iShares TIPS Bond ETF6.8K shares146.51%2026-03-312026-04-17

BND Vanguard Total U.S. Bond Market ETF10.0K shares86.79%2026-03-312026-04-17

Eaton Corp. Eaton Corp.2.0K shares-3.20%2026-03-312026-04-17

CATH Global X S&P 500 Catholic Values ETF9.2K shares16.47%2026-03-312026-04-17

LNT Alliant Energy Corp9.8K shares-0.70%2026-03-312026-04-17

NVS Novartis Ag ADR4.5K shares624.48%2026-03-312026-04-17

Sponsored

Unilever PLC ADR Unilever PLC ADR11.8K shares130.19%2026-03-312026-04-17

MPC Marathon Petroleum Corp2.7K shares7.19%2026-03-312026-04-17

DGRO iShares Core Dividend Growth ETF9.5K shares-7.36%2026-03-312026-04-17

CL Colgate-Palmolive7.8K shares17.98%2026-03-312026-04-17

XLK Sector SPDR Tech Select Shares5.0K shares0.00%2026-03-312026-04-17

TT Trane Technologies PLC1.5K shares0.00%2026-03-312026-04-17

KRC Kilroy Realty Corp REIT20.9K shares-77.32%2026-03-312026-04-17

ALL Allstate2.8K shares35.18%2026-03-312026-04-17

Sponsored

CME CME Group Inc.1.9K shares0.00%2026-03-312026-04-17

VYM Vanguard High Dividend Yd ETF3.5K shares-2.54%2026-03-312026-04-17

CBRE CBRE Group Inc3.6K shares-0.93%2026-03-312026-04-17

ADP Auto Data Processing2.4K shares0.00%2026-03-312026-04-17

RTX RTX Corporation2.4K shares0.62%2026-03-312026-04-17

BDX Becton Dickinson & Co2.9K shares0.00%2026-03-312026-04-17

UNP Union Pacific1.9K shares-0.64%2026-03-312026-04-17

VT Vanguard Total World Stock ETF3.3K shares5.01%2026-03-312026-04-17

Sponsored

Community Bancorp Community Bancorp14.3K sharesnew addition2026-03-312026-04-17

CBU Community Bank System7.6K shares-1.37%2026-03-312026-04-17

STT State Street Corp.3.5K shares0.00%2026-03-312026-04-17

INGR Ingredion Incorporated3.9K shares-6.11%2026-03-312026-04-17

PSX Phillips 66 SHS2.4K shares-9.28%2026-03-312026-04-17

AGG iShares Lehman Agg Bond Fd ETF4.4K shares4.79%2026-03-312026-04-17

TMO Thermo Fisher Scientific873 shares-5.42%2026-03-312026-04-17

WEC Energy Group WEC Energy Group3.7K shares-2.22%2026-03-312026-04-17

Sponsored

BN Brookfield Corp10.4K shares0.00%2026-03-312026-04-17

MDLZ Mondelez Int'l Inc.7.2K shares-4.71%2026-03-312026-04-17

IEMG iShares Core MSCI ETF5.9K shares11.30%2026-03-312026-04-17

QRVO Qorvo Inc5.3K shares-16.32%2026-03-312026-04-17

OKE Oneok Inc New4.5K shares-4.55%2026-03-312026-04-17

PH Parker Hannifin Corp457 shares-5.97%2026-03-312026-04-17

SRE Sempra Energy4.2K shares0.69%2026-03-312026-04-17

IMO Imperial Oil Ltd3.0K shares-7.15%2026-03-312026-04-17

Sponsored

SO Southern Company4.1K shares0.00%2026-03-312026-04-17

BLK Blackrock Inc399 shares0.00%2026-03-312026-04-17

ESGD iShares ESG Aware MSCI EAFE ETF4.0K shares0.00%2026-03-312026-04-17

T AT&T Inc.12.9K shares10.27%2026-03-312026-04-17

PNC PNC Financial Services Group Inc.1.8K shares-2.99%2026-03-312026-04-17

IBB iShares NASDAQ Biotech ETF2.1K shares-3.33%2026-03-312026-04-17

VTV Vanguard Value Index ETF1.8K shares-0.85%2026-03-312026-04-17

ITGR Integer Holdings Corp3.8K shares0.00%2026-03-312026-04-17

Sponsored

GILD Gilead Sciences Inc2.3K shares4.46%2026-03-312026-04-17

BNDX Vanguard Total Int'l Bond Market ETF6.8K shares23.46%2026-03-312026-04-17

TXN Texas Instruments Inc.1.7K shares0.00%2026-03-312026-04-17

MMM 3M Company2.2K shares-0.68%2026-03-312026-04-17

IWM Ishares Trust Russell 2000 Indx ETF1.3K shares47.76%2026-03-312026-04-17

GS Goldman Sachs Group Inc375 shares-1.57%2026-03-312026-04-17

VHT Vanguard Health Care ETF1.1K shares-14.83%2026-03-312026-04-17

CEFA Global X S&P Cthlc Vls Dvlpd ex-US ETF8.3K shares14.08%2026-03-312026-04-17

Sponsored

SBUX Starbucks3.4K shares0.00%2026-03-312026-04-17

AMAT Applied Materials879 shares-4.04%2026-03-312026-04-17

LOW Lowes Companies Inc.1.3K shares-0.56%2026-03-312026-04-17

PWR Quanta Services Inc539 shares0.00%2026-03-312026-04-17

IJH iShares S&P Midcap 400 Index ETF4.4K shares0.00%2026-03-312026-04-17

ASML Asml Hldgs Nv220 shares0.00%2026-03-312026-04-17

WELL Welltower Inc REIT1.4K shares-6.40%2026-03-312026-04-17

MA Mastercard Inc553 shares-11.80%2026-03-312026-04-17

Sponsored

Steris Corp. Steris Corp.1.2K shares0.00%2026-03-312026-04-17

SHEL Shell plc2.7K shares-13.92%2026-03-312026-04-17

UNM Unum Provident Corp.3.5K shares0.00%2026-03-312026-04-17

ZTS Zoetis Inc2.1K shares9.64%2026-03-312026-04-17

EFA iShares MSCI EAFE ETF2.6K shares0.00%2026-03-312026-04-17

VRTX Vertex Pharmaceuticals554 shares0.00%2026-03-312026-04-17

NortonLifeLock Inc NortonLifeLock Inc12.9K shares-5.44%2026-03-312026-04-17

ORCL Oracle1.6K shares-5.40%2026-03-312026-04-17

Sponsored

NFLX Netflix Inc.2.5K shares-5.80%2026-03-312026-04-17

SXI Standex Int'l Corp.926 shares0.00%2026-03-312026-04-17

ALRS Alerus Finl Corp9.8K shares0.00%2026-03-312026-04-17

FTNT Fortinet Inc2.8K shares0.00%2026-03-312026-04-17

ITW Illinois Tool Works889 shares-10.11%2026-03-312026-04-17

FLEX Flex Ltd.3.5K sharesnew addition2026-03-312026-04-17

THO Thor Industries Inc2.8K shares20.55%2026-03-312026-04-17

Cigna Corp Cigna Corp838 shares0.00%2026-03-312026-04-17

Sponsored

BAC Bank of America Corp4.6K shares-5.19%2026-03-312026-04-17

IJR iShares S&P Sm Cap Idx 600 ETF1.8K shares-23.35%2026-03-312026-04-17

NTES NetEase Inc2.0K shares0.00%2026-03-312026-04-17

MSI Motorola Solutions Inc501 shares0.00%2026-03-312026-04-17

SYF Synchrony Financial3.1K shares-1.79%2026-03-312026-04-17

ROK Rockwell Automation590 shares-1.99%2026-03-312026-04-17

VGSH Vanguard Short-Term Treasury ETF3.6K shares0.00%2026-03-312026-04-17

RDY Dr Reddys Labs ADR15.2K shares0.00%2026-03-312026-04-17

Sponsored

IVV iShares S&P 500 Index ETF322 shares18.38%2026-03-312026-04-17

PGR Progressive Corp1.0K shares0.00%2026-03-312026-04-17

IGV iShares Expanded Tech-Software Sect ETF2.5K shares0.00%2026-03-312026-04-17

DLR Digital Realty Trust REIT1.1K shares-5.55%2026-03-312026-04-17

MAR Marriott Int'l Inc. Cl A600 shares0.00%2026-03-312026-04-17

SDY SPDR S&P Dividend ETF1.3K shares0.53%2026-03-312026-04-17

AMP Ameriprise Financial Inc.433 shares0.00%2026-03-312026-04-17

VXUS Vanguard Total International Stock ETF2.5K shares0.00%2026-03-312026-04-17

Sponsored

BR Broadridge Finl Solution1.1K shares0.00%2026-03-312026-04-17

NVO Novo-Nordisk ADR5.0K shares0.00%2026-03-312026-04-17

META Facebook Inc Class A317 shares-16.80%2026-03-312026-04-17

HSY Hershey Foods Corp863 shares0.00%2026-03-312026-04-17

LH Laboratory Corp of America Hlds672 shares0.00%2026-03-312026-04-17

CMCSA Comcast Corp.6.2K shares-0.58%2026-03-312026-04-17

FITB Fifth Third Bancorp3.7K sharesnew addition2026-03-312026-04-17

DVY iShares Select Dividend Idx ETF1.1K shares0.00%2026-03-312026-04-17

Sponsored

HUM Humana982 shares-0.30%2026-03-312026-04-17

WTS Watts Water Technologies573 shares0.00%2026-03-312026-04-17

VTR Ventas REIT Inc2.0K shares-3.90%2026-03-312026-04-17

VITL Vital Farms, Inc.11.6K shares35.77%2026-03-312026-04-17

UNH Unitedhealth Group Inc.601 shares-11.75%2026-03-312026-04-17

WFC Wells Fargo & Co2.0K shares0.00%2026-03-312026-04-17

MS Morgan Stanley Dean Witter975 shares10.80%2026-03-312026-04-17

WY Weyerhaeuser Company6.5K shares-25.13%2026-03-312026-04-17

Sponsored

KLAC KLA-Tencor Corporation106 shares0.00%2026-03-312026-04-17

IBD Inspire Corporate Bond ETF6.4K shares-1.53%2026-03-312026-04-17

IVOV Vanguard S&P Mid-Cap 4001.5K shares0.00%2026-03-312026-04-17

KMB Kimberly-Clark Corp.1.6K shares-1.38%2026-03-312026-04-17

VGT Vanguard Info Technology ETF218 shares0.00%2026-03-312026-04-17

VNQ Vanguard REIT ETF1.7K shares-3.77%2026-03-312026-04-17

VTIP Vanguard Sh-Tm Inflat- Prot ETF3.0K shares0.00%2026-03-312026-04-17

VTES Vanguard Short-Term Tax-Exmpt Bd ETF1.5K shares0.47%2026-03-312026-04-17

Sponsored

NATL NCR Atleos Corp3.4K shares19.26%2026-03-312026-04-17

COF Capital One Financial795 shares-9.25%2026-03-312026-04-17

Citigroup Citigroup1.3K shares0.00%2026-03-312026-04-17

EQR Equity Residential Prop. REIT2.4K shares-5.07%2026-03-312026-04-17

GILT Gilat Satellite Networks Ltd9.4K shares140.88%2026-03-312026-04-17

PowerShares QQQ Trust Sr 1 ETF PowerShares QQQ Trust Sr 1 ETF240 shares0.00%2026-03-312026-04-17

NOW ServiceNow Inc1.3K shares-11.11%2026-03-312026-04-17

Thomson Reuters Corp Thomson Reuters Corp1.5K shares86.27%2026-03-312026-04-17

Sponsored

BMO Bank Montreal Quebec1.0K sharesnew addition2026-03-312026-04-17

IGIB iShares 5-10 Yr Corporate Bond ETF2.4K shares0.00%2026-03-312026-04-17

MCHP Microchip Technology Inc.2.0K shares0.00%2026-03-312026-04-17

WTRG Essential utilities ord3.1K shares0.00%2026-03-312026-04-17

SKYY First Trust Cloud Computing ETF1.1K shares0.00%2026-03-312026-04-17

PPG P P G Industries Inc.1.2K shares0.00%2026-03-312026-04-17

WPC W. P. Carey & Co. LLC1.8K shares0.00%2026-03-312026-04-17

CARR Carrier Global Corp-Wi2.1K shares-6.53%2026-03-312026-04-17

Sponsored

HPE Hewlett Packard Ente5.1K shares0.00%2026-03-312026-04-17

EFG iShares MSCI EAFE Growth ETF1.1K shares0.00%2026-03-312026-04-17

RSG Republic Services Inc537 shares0.00%2026-03-312026-04-17

AMD Advanced Micro Devices575 shares-17.86%2026-03-312026-04-17

WAT Waters Corp392 sharesnew addition2026-03-312026-04-17

XEL Xcel Energy Inc.1.5K shares-5.81%2026-03-312026-04-17

Canadian Pacific Canadian Pacific1.4K shares-1.90%2026-03-312026-04-17

IEFA iShares Core MSCI EAFE ETF1.3K shares104.23%2026-03-312026-04-17

Sponsored

EUSB iShares ESG Advanced Bond Market ETF2.6K shares4.50%2026-03-312026-04-17

FMB First Trust Managed Municipal ETF2.2K shares0.00%2026-03-312026-04-17

IVOG Vanguard S&P Mid-Cap 400 Growth ETF902 shares0.00%2026-03-312026-04-17

ED Consolidated Edison Inc.985 shares0.00%2026-03-312026-04-17

XLF Sector Spdr Fincl Select2.2K shares0.00%2026-03-312026-04-17

CIBR First Trust NASDAQ Cybersecurity ETF1.7K shares0.00%2026-03-312026-04-17

IWO iShares Russell 2000 Growth ETF339 shares0.00%2026-03-312026-04-17

HP Inc HP Inc5.5K shares0.00%2026-03-312026-04-17

Sponsored

XBI SPDR S&P Biotech ETF818 shares0.00%2026-03-312026-04-17

RING iShares MSCI Global Gold Miners ETF1.3K shares0.00%2026-03-312026-04-17

NOC Northrop Grumman Corp143 shares0.00%2026-03-312026-04-17

CRM Salesforce Com523 shares-14.96%2026-03-312026-04-17

VFH Vanguard Financials ETF808 shares0.00%2026-03-312026-04-17

IWF iShares Russell 1000 Growth ETF227 shares0.00%2026-03-312026-04-17

PANW Palo Alto Networks604 shares-23.74%2026-03-312026-04-17

BIIB Biogen Idec Inc525 shares0.00%2026-03-312026-04-17

Sponsored

IAGG iShares Core International Bond ETF1.9K shares0.00%2026-03-312026-04-17

Powershares FTSE RAFI ETF Powershares FTSE RAFI ETF2.0K shares-28.95%2026-03-312026-04-17

VRSK Verisk Analytics Inc Cla500 shares0.00%2026-03-312026-04-17

L Loews Corp878 shares0.00%2026-03-312026-04-17

BK Bank of New York Mellon788 shares-13.31%2026-03-312026-04-17

USXF iShares ESG Advanced MSCI USA ETF1.7K shares-3.81%2026-03-312026-04-17

America Movil L ADR America Movil L ADR3.6K shares0.00%2026-03-312026-04-17

Qnity Electronics, Inc. Qnity Electronics, Inc.797 shares-45.78%2026-03-312026-04-17

Sponsored

Glaxo Smithkline ADR Glaxo Smithkline ADR1.6K shares0.00%2026-03-312026-04-17

SWKS Skyworks Solutions Inc.1.7K shares0.00%2026-03-312026-04-17

XJH iShares ESG Screened S&P Mid-Cap ETF1.9K shares0.00%2026-03-312026-04-17

SPGI S & P Global Inc204 shares0.00%2026-03-312026-04-17

EPI WisdomTree India Earnings ETF2.1K shares-20.49%2026-03-312026-04-17

NXT Nextracker Inc.704 sharesnew addition2026-03-312026-04-17

EEM iShares MSCI Emerging Market ETF1.5K shares0.00%2026-03-312026-04-17

LMT Lockheed Martin136 shares0.00%2026-03-312026-04-17

Sponsored

VBK Vanguard Small Cap Growth ETF270 shares0.00%2026-03-312026-04-17

IWP iShares Russell Midcap Grth ETF628 shares0.00%2026-03-312026-04-17

YUM Yum! Brands, Inc.499 shares-11.52%2026-03-312026-04-17

EOSE Eos Energy Enterprises, Inc.15.5K sharesnew addition2026-03-312026-04-17

PIO Invesco Global Water ETF1.8K shares0.00%2026-03-312026-04-17

SYY Sysco Corp.1.1K shares-10.93%2026-03-312026-04-17

VSAT Viasat Inc1.7K shares-23.28%2026-03-312026-04-17

EPD Enterprise Products Prtn LP2.0K shares0.00%2026-03-312026-04-17

Sponsored

VOE Vanguard Mid Cap Value ETF413 shares0.00%2026-03-312026-04-17

PM Philip Morris Intl Inc452 shares0.00%2026-03-312026-04-17

PLD Prologis Reit565 shares0.00%2026-03-312026-04-17

APH Amphenol Corp Cl A580 shares0.00%2026-03-312026-04-17

VO Vanguard Mid Cap ETF250 shares-1.96%2026-03-312026-04-17

E I DuPont E I DuPont1.5K shares-11.79%2026-03-312026-04-17

TRP TransCanada Corp.1.1K shares0.00%2026-03-312026-04-17

ASTE Astec Industries1.3K shares0.00%2026-03-312026-04-17

Sponsored

HWM Howmet Aerospace Inc303 shares-1.94%2026-03-312026-04-17

NULV Nuveen ESG Large-Cap Value ETF1.5K shares0.00%2026-03-312026-04-17

Brookfield Asset Management Brookfield Asset Management1.5K shares19.26%2026-03-312026-04-17

NULG Nuveen ESG Large-Cap Growth ETF762 shares0.00%2026-03-312026-04-17

HOLX Hologic Inc900 shares0.00%2026-03-312026-04-17

DGS WisdomTree Emerg Mk SmCap ETF1.1K shares0.09%2026-03-312026-04-17

EFX Equifax Inc373 shares0.00%2026-03-312026-04-17

DELL Dell Inc.401 shares0.00%2026-03-312026-04-17

Sponsored

PHG Kon Philips Electric NV2.4K shares0.00%2026-03-312026-04-17

SCHV Schwab Large Cap Value Indx ETF2.2K shares0.00%2026-03-312026-04-17

HSBC HSBC Holdings PLC ADR783 shares-3.21%2026-03-312026-04-17

OTIS OTIS Worldwide Corp-Wi847 shares-15.05%2026-03-312026-04-17

UDR UDR Inc1.9K shares108.93%2026-03-312026-04-17

DFJ Wisdomtree Japan SmCap Div ETF620 shares0.00%2026-03-312026-04-17

BSV Vanguard Short-Term Bond ETF787 shares-18.78%2026-03-312026-04-17

VB Vanguard Small Cap ETF238 shares0.00%2026-03-312026-04-17

Sponsored

CINF Cincinnati Financial Corp390 shares-15.22%2026-03-312026-04-17

KVUE Kenvue Inc.3.6K shares63.26%2026-03-312026-04-17

Sandoz Group AG Sandoz Group AG780 sharesnew addition2026-03-312026-04-17

SCHD Schwab US Div Equity ETF2.0K shares35.66%2026-03-312026-04-17

DMXF iShares ESG Advanced MSCI EAFE Index ETF782 shares1.69%2026-03-312026-04-17

Marvell Tech Group Ltd Marvell Tech Group Ltd600 sharesnew addition2026-03-312026-04-17

FTCS First Trust Capital Strength ETF629 shares0.00%2026-03-312026-04-17

ICE Intercontinental Exchange, Inc.367 shares0.00%2026-03-312026-04-17

Sponsored

LNW Light & Wonder, Inc.700 sharesnew addition2026-03-312026-04-17

TPR Tapestry Inc400 sharesnew addition2026-03-312026-04-17

AEP Amer Electric Pwr Co Inc420 sharesnew addition2026-03-312026-04-17

USB U.S. Bancorp1.1K shares0.00%2026-03-312026-04-17

SPYM State Street SPDR Portfolio S&P 500 ETF707 sharesnew addition2026-03-312026-04-17

VMC Vulcan Materials Company200 sharesnew addition2026-03-312026-04-17

TSEM Tower Semiconductor Ltd300 sharesnew addition2026-03-312026-04-17

CTVA Corteva Inc com618 shares0.65%2026-03-312026-04-17

Sponsored

SU Suncor Energy Inc.789 shares0.00%2026-03-312026-04-17

VEU Vanguard FTSE All World ex US ETF690 shares263.16%2026-03-312026-04-17

BP BP plc ADR1.1K sharesnew addition2026-03-312026-04-17

FHLC Fidelity MSCI Health Care Index ETF711 shares0.00%2026-03-312026-04-17

TGT Target Corp.410 shares13.89%2026-03-312026-04-17

XRAY Dentsply Int'l Inc4.2K shares0.00%2026-03-312026-04-17

DEO Diageo PLC ADR654 shares0.00%2026-03-312026-04-17

IRM Iron Mountain Inc REIT475 shares0.00%2026-03-312026-04-17

Sponsored

SYK Stryker Corp.145 shares-42.00%2026-03-312026-04-17

CAAS China Automotive Systems Inc11.1K shares0.00%2026-03-312026-04-17

CVS CVS Corp653 shares0.00%2026-03-312026-04-17

GEHC GE Healthcare663 shares-32.96%2026-03-312026-04-17

XVV iShares ESG Screened S&P 500 ETF919 shares0.00%2026-03-312026-04-17

Rydex S&P 500 Eq Wgt ETF Rydex S&P 500 Eq Wgt ETF236 shares-7.81%2026-03-312026-04-17

FNDX Sch Fnd US Lg Etf1.6K sharesnew addition2026-03-312026-04-17

ITB iShares DJ Home Construction ETF485 shares0.00%2026-03-312026-04-17

Sponsored

ITA iShares US Aerospace & Defense ETF201 shares310.20%2026-03-312026-04-17

ALCO Alico, Inc.1.0K sharesnew addition2026-03-312026-04-17

EBAY E Bay Inc.475 shares0.00%2026-03-312026-04-17

HAL Halliburton Company1.1K shares0.00%2026-03-312026-04-17

IEI iShares Barclays 3-7 Treasury ETF365 shares0.00%2026-03-312026-04-17

MDY SPDR S&P Mid Cap 400 ETF69 shares-69.33%2026-03-312026-04-17

NET Cloudflare, Inc.200 sharesnew addition2026-03-312026-04-17

CHTR Charter Communications Inc184 shares0.00%2026-03-312026-04-17

Sponsored

IJK iShares S&P Mid-Cap Grow ETF396 shares0.00%2026-03-312026-04-17

CHH Choice Hotels Intn'l.374 sharesnew addition2026-03-312026-04-17

J Jacobs Engineering Group Inc303 shares0.00%2026-03-312026-04-17

VTWO Vangard Russell 2000 ETF386 shares0.00%2026-03-312026-04-17

INTU Intuit87 shares222.22%2026-03-312026-04-17

ELV Anthem Inc127 shares-12.41%2026-03-312026-04-17

KN Knowles Corp1.4K shares0.00%2026-03-312026-04-17

XLV Sector SPDR Health Fd Shares251 shares0.00%2026-03-312026-04-17

Sponsored

XLB SPDR Materials Select Sec. ETF732 shares0.00%2026-03-312026-04-17

WH Wyndham Hotels & Resorts Inc452 shares0.00%2026-03-312026-04-17

FUTY Fidelity MSCI Utilities Index ETF613 shares0.00%2026-03-312026-04-17

IR Ingersoll Rand Inc454 shares0.00%2026-03-312026-04-17

MMC Marsh & McLennan Co's206 shares0.00%2026-03-312026-04-17

SON Sonoco Products669 shares0.00%2026-03-312026-04-17

CEG Constellation Energy Co.126 shares0.00%2026-03-312026-04-17

MELI MercadoLibre Inc20 sharesnew addition2026-03-312026-04-17

Sponsored

LNG Cheniere Energy Inc New120 shares0.00%2026-03-312026-04-17

CGW Guggenheim S&P Global Water Index534 shares0.00%2026-03-312026-04-17

Solstice Advanced Materials, Inc. Solstice Advanced Materials, Inc.446 shares-44.94%2026-03-312026-04-17

URI United Rentals Inc47 shares0.00%2026-03-312026-04-17

EFAV iShares Edge MSCI Min Vol EAFE ETF362 shares0.00%2026-03-312026-04-17

DOW Dow In779 shares0.00%2026-03-312026-04-17

Accenture Ltd Cl A Accenture Ltd Cl A154 shares-52.32%2026-03-312026-04-17

KKR & Co LP KKR & Co LP330 shares83.33%2026-03-312026-04-17

Sponsored

SYM Symbotic Inc.576 shares0.00%2026-03-312026-04-17

XLY SPDR Consumer Disc Select ETF272 shares0.00%2026-03-312026-04-17

VOX Vanguard Communication Services ETF166 shares0.00%2026-03-312026-04-17

ALLE Allegion Public Ltd Co200 shares0.00%2026-03-312026-04-17

ADI Analog Devices Inc.92 shares0.00%2026-03-312026-04-17

IWN Ishares Russell 2000 Value ETF151 shares0.00%2026-03-312026-04-17

TY Tri Continental Corp929 sharesnew addition2026-03-312026-04-17

ATO Atmos Energy Corp150 shares0.00%2026-03-312026-04-17

Sponsored

Stanley Black & Decker Stanley Black & Decker400 shares0.00%2026-03-312026-04-17

ADBE Adobe Systems Inc.112 shares-28.21%2026-03-312026-04-17

AWK American Water Works Co200 shares0.00%2026-03-312026-04-17

PAVE Global X US Infrastructure Dev ETF537 shares0.00%2026-03-312026-04-17

GPC Genuine Parts Co250 shares-23.08%2026-03-312026-04-17

EW Edwards Lifesciences Corp312 sharesnew addition2026-03-312026-04-17

RBLX Roblox Corporation450 sharesnew addition2026-03-312026-04-17

SHOP Shopify Inc214 shares52.86%2026-03-312026-04-17

Sponsored

The Magnum Ice Cream Company N.V. The Magnum Ice Cream Company N.V.1.7K shares52.39%2026-03-312026-04-17

Cencora, Inc Cencora, Inc77 shares-25.96%2026-03-312026-04-17

GIS General Mills, Inc.644 shares0.00%2026-03-312026-04-17

Linde plc Linde plc48 shares-60.98%2026-03-312026-04-17

DAL Delta Airlines340 shares0.00%2026-03-312026-04-17

SOXX iShares PHLX Semiconductor ETF70 sharesnew addition2026-03-312026-04-17

VYX NCR Voyix Corporation3.6K shares-8.84%2026-03-312026-04-17

SPDW SPDR Portfolio Developed Wld ex-US ETF510 shares0.00%2026-03-312026-04-17

Sponsored

SPYG SPDR Portfolio S&P 500 Growth ETF234 shares0.00%2026-03-312026-04-17

HDV Ishares Core High ETF164 shares0.00%2026-03-312026-04-17

XJR iShares ESG Screened S&P Small-Cap ETF495 shares0.00%2026-03-312026-04-17

TKO TKO Group Holdings Inc107 shares0.00%2026-03-312026-04-17

WHR Whirlpool400 shares-33.33%2026-03-312026-04-17

ANET Arista Networks170 sharesnew addition2026-03-312026-04-17

BKNG Booking Holdings Inc5 shares0.00%2026-03-312026-04-17

DHI D R Horton Co.150 shares0.00%2026-03-312026-04-17

Sponsored

SLQD iShares 0-5 Year Invmt Grade Corp Bd ETF418 shares0.00%2026-03-312026-04-17

EEMV iShares MSCI Emerg Mkts Min Vol Fctr ETF329 shares0.00%2026-03-312026-04-17

PYPL Paypal Holdings475 shares-13.95%2026-03-312026-04-17

XLI Select Sector Industrial ETF129 shares0.00%2026-03-312026-04-17

PWB Invesco Large Cap Growth ETF158 shares0.00%2026-03-312026-04-17

SPYV SPDR Portfolio S&P 500 Value ETF353 shares0.00%2026-03-312026-04-17

LCTU BlackRock U.S. Carbon Transition Readiness ETF266 shares0.00%2026-03-312026-04-17

SHY iShares Barclays 1-3yr. Trs ETF226 shares0.00%2026-03-312026-04-17

Sponsored

TDC Teradata Corp750 sharesnew addition2026-03-312026-04-17

STZ Constellation Brand Cl Aclass A119 shares0.00%2026-03-312026-04-17

CRWD CrowdStrike Holdings, Inc.45 shares-16.67%2026-03-312026-04-17

USRT iShares Core U.S. REIT ETF300 sharesnew addition2026-03-312026-04-17

LDUR PIMCO Enhanced Low Duration Active ETF190 shares0.00%2026-03-312026-04-17

ROST Ross Stores Inc81 shares0.00%2026-03-312026-04-17

ST Sensata Technologies Holding PLC521 shares0.00%2026-03-312026-04-17

NFTY First Trust India NIFTY ETF329 shares0.61%2026-03-312026-04-17

Sponsored

TDG TransDigm Group Incorporated15 sharesnew addition2026-03-312026-04-17

VDE Vanguard Energy ETF96 shares0.00%2026-03-312026-04-17

IXUS iShares Core MSCI Total Intl Stk ETF187 shares0.00%2026-03-312026-04-17

MSEX Middlesex Water Co300 shares0.00%2026-03-312026-04-17

MNST Monster Beverage Corp216 shares0.00%2026-03-312026-04-17

NKE Nike, Inc.304 shares0.00%2026-03-312026-04-17

TFC Truist Finl Corp Com356 shares0.00%2026-03-312026-04-17

CNI Canadian Natl Ry Co150 shares0.00%2026-03-312026-04-17

Sponsored

General Dynamics Corp. General Dynamics Corp.44 shares0.00%2026-03-312026-04-17

TTWO Take Two Interactv Sftwr75 shares0.00%2026-03-312026-04-17

DHS Wisdomtree High Dividend135 shares0.00%2026-03-312026-04-17

MQY Blackrock MuniYield Quality Fund1.3K shares0.00%2026-03-312026-04-17

FAST Fastenal Co308 shares0.00%2026-03-312026-04-17

HRL Hormel Foods Corp640 shares0.00%2026-03-312026-04-17

IIM Invesco Value Muni Incm1.1K sharesnew addition2026-03-312026-04-17

XLU SPDR Utility Select Sec ETF300 shares0.00%2026-03-312026-04-17

Sponsored

ACM Aecom149 shares0.00%2026-03-312026-04-17

EQIX Equinix REIT13 sharesnew addition2026-03-312026-04-17

DOC Healthpeak Properties Inc800 shares-66.67%2026-03-312026-04-17

DSI iShares MSCI KLD 400 Social ETF105 shares0.00%2026-03-312026-04-17

NXPI Nxp Semiconductors65 shares0.00%2026-03-312026-04-17

UBS UBS Group AG339 shares0.00%2026-03-312026-04-17

A Agilent Technologies105 shares0.00%2026-03-312026-04-17

EOG E O G Resources Inc86 shares0.00%2026-03-312026-04-17

Sponsored

MET Metlife Inc.168 shares0.00%2026-03-312026-04-17

NAD Nuveen Divident Advantage Municipal Fund1.0K sharesnew addition2026-03-312026-04-17

REGN Regeneron Pharmaceuticals Inc16 shares0.00%2026-03-312026-04-17

WBD Warner Bros. Discovery, Inc.438 shares197.96%2026-03-312026-04-17

NMG Nouveau Monde Graphite Inc.5.0K sharesnew addition2026-03-312026-04-17

SOLV Solventum Corporation175 shares0.00%2026-03-312026-04-17

SLYV SPDR S&P 600 Small Cap ETF115 shares-83.55%2026-03-312026-04-17

VDC Vanguard Consumer Staples ETF50 shares0.00%2026-03-312026-04-17

Sponsored

CGDV Capital Group Dividend Value ETF237 shares0.00%2026-03-312026-04-17

CLX Clorox Company100 shares0.00%2026-03-312026-04-17

HLN Haleon ADR1.0K shares0.00%2026-03-312026-04-17

PODD Insulet Corporation50 shares0.00%2026-03-312026-04-17

ICLN iShares Global Clean Energy555 shares65.18%2026-03-312026-04-17

NEA Nuveen AMT-Free Municipal Income Fund930 shares86.00%2026-03-312026-04-17

NUSC Nuveen ESG Small-Cap ETF227 shares0.00%2026-03-312026-04-17

SOFI SoFi Technologies Inc600 sharesnew addition2026-03-312026-04-17

Sponsored

ASPI ASP Isotopes Inc.2.0K shares100.00%2026-03-312026-04-17

DHR Danaher Corp50 shares-33.33%2026-03-312026-04-17

XSD SPDR S&P Semiconductor ETF29 shares0.00%2026-03-312026-04-17

Versant Media Group, Inc. Versant Media Group, Inc.247 sharesnew addition2026-03-312026-04-17

EA Electronic Arts Inc40 shares-50.00%2026-03-312026-04-17

VEEV Veeva Systems Inc48 shares0.00%2026-03-312026-04-17

ARKK ARK Innovation ETF100 sharesnew addition2026-03-312026-04-17

BAX Baxter International444 shares-18.83%2026-03-312026-04-17

Sponsored

EXPD Expeditors Int'l of Washington47 shares0.00%2026-03-312026-04-17

ERTH Invesco Cleantech ETF140 shares0.00%2026-03-312026-04-17

ESGU iShares ESG Aware MSCI USA ETF49 shares0.00%2026-03-312026-04-17

LRCX Lam Research31 shares0.00%2026-03-312026-04-17

MANH Manhattan Associates, Inc.50 sharesnew addition2026-03-312026-04-17

SPMD SPDR Portfolio S&P 400 Mid Cap ETF119 sharesnew addition2026-03-312026-04-17

CAG Conagra Foods Inc.400 sharesnew addition2026-03-312026-04-17

XLG Guggenheim ETF105 shares0.00%2026-03-312026-04-17

Sponsored

ESGE iShares MSCI Emerg Esg ETF138 shares0.00%2026-03-312026-04-17

KD Kyndryl Holdings, Inc429 shares155.36%2026-03-312026-04-17

LHX L3Harris Technologies Inc17 shares0.00%2026-03-312026-04-17

LW Lamb Weston Holdings Inc133 sharesnew addition2026-03-312026-04-17

NDAQ Nasdaq, Inc.71 shares1.43%2026-03-312026-04-17

PSTG Pure Storage, Inc.100 sharesnew addition2026-03-312026-04-17

TTD The Trade Desk Inc Com Cl A260 sharesnew addition2026-03-312026-04-17

BIV Vanguard Interm. Bond Idx ETF77 shares0.00%2026-03-312026-04-17

Sponsored

MGK Vanguard Mega Cap Growth ETF15 sharesnew addition2026-03-312026-04-17

SOUN SoundHound AI, Inc.800 sharesnew addition2026-03-312026-04-17

SPSM SPDR Portfolio S&P 600 Small Cap ETF108 sharesnew addition2026-03-312026-04-17

PFLD AAM Low Duration Pref & Inc Secs ETF183 sharesnew addition2026-03-312026-04-17

LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF77 shares0.00%2026-03-312026-04-17

CC Chemours Co LLC185 shares0.00%2026-03-312026-04-17

GIL Gildan Activewear Inc.69 sharesnew addition2026-03-312026-04-17

IYW iShares Tr DJ U S Tech Sector ETF22 sharesnew addition2026-03-312026-04-17

Sponsored

LEN Lennar Corp. Cl A48 shares0.00%2026-03-312026-04-17

TOST Toast Inc.150 sharesnew addition2026-03-312026-04-17

Tortoise Global Water ESG ETF Tortoise Global Water ESG ETF74 sharesnew addition2026-03-312026-04-17

WDC Western Digital Corp.15 sharesnew addition2026-03-312026-04-17

SCHB

Schwab U.S. Broad Market ETF

0.47%

Shares7.0M

Event2026-03-31

Filed2026-04-17

VGIT

Vanguard Intermediate Treasury ETF

5.93%

Shares1.2M

Event2026-03-31

Filed2026-04-17

VEA

Vanguard Developed Market ETF

-0.25%

Shares811.8K

Event2026-03-31

Filed2026-04-17

VCIT

Vanguard Intermediate Corporate ETF

4.02%

Shares618.7K

Event2026-03-31

Filed2026-04-17

VWO

Vanguard Emerging Market ETF

3.84%

Shares498.6K

Event2026-03-31

Filed2026-04-17

TSM

Taiwan Semiconductor ADR

-4.10%

Shares78.8K

Event2026-03-31

Filed2026-04-17

ESGV

Vanguard ESG US Stock ETF

5.29%

Shares227.9K

Event2026-03-31

Filed2026-04-17

GLW

Corning

1.76%

Shares137.7K

Event2026-03-31

Filed2026-04-17

MSFT

Microsoft

5.87%

Shares47.7K

Event2026-03-31

Filed2026-04-17

VSGX

Vanguard ESG International Stock ETF

4.71%

Shares245.6K

Event2026-03-31

Filed2026-04-17

SCHF

Schwab Int'l Equity ETF

-0.24%

Shares621.8K

Event2026-03-31

Filed2026-04-17

VCEB

Vanguard ESG US Corporate Bond ETF

11.63%

Shares211.9K

Event2026-03-31

Filed2026-04-17

Seagate Technology PLC

-7.28%

Shares33.3K

Event2026-03-31

Filed2026-04-17

AAPL

Apple Inc.

5.46%

Shares50.0K

Event2026-03-31

Filed2026-04-17

SCHW

The Charles Schwab Corp.

5.85%

Shares126.6K

Event2026-03-31

Filed2026-04-17

VTEB

Vanguard Tax-Exempt Bond ETF

68.94%

Shares231.2K

Event2026-03-31

Filed2026-04-17

COST

Costco

7.73%

Shares11.0K

Event2026-03-31

Filed2026-04-17

Berkshire Hathaway Cl B

11.25%

Shares19.6K

Event2026-03-31

Filed2026-04-17

Alphabet, Inc. Cl A

-0.18%

Shares32.4K

Event2026-03-31

Filed2026-04-17

Alphabet, Inc Cl C

11.46%

Shares28.0K

Event2026-03-31

Filed2026-04-17

Merck

0.58%

Shares58.9K

Event2026-03-31

Filed2026-04-17

Visa Inc

6.06%

Shares21.8K

Event2026-03-31

Filed2026-04-17

Chubb Limited

3.36%

Shares19.3K

Event2026-03-31

Filed2026-04-17

IBM

IBM Corp.

7.69%

Shares25.8K

Event2026-03-31

Filed2026-04-17

TRMK

Trustmark Corp.

0.00%

Shares139.4K

Event2026-03-31

Filed2026-04-17

AMZN

Amazon.Com

3.35%

Shares27.8K

Event2026-03-31

Filed2026-04-17

IWD

iShares Russell 1000 Val ETF

0.10%

Shares25.7K

Event2026-03-31

Filed2026-04-17

CAT

Caterpillar

-4.34%

Shares7.6K

Event2026-03-31

Filed2026-04-17

JPM

JP Morgan Chase & Co

18.39%

Shares18.0K

Event2026-03-31

Filed2026-04-17

VTI

Vanguard Total Stk Mkt ETF

5.86%

Shares16.2K

Event2026-03-31

Filed2026-04-17

XOM

Exxon Mobil Corporation

9.00%

Shares28.7K

Event2026-03-31

Filed2026-04-17

Nisource Inc.

1.65%

Shares100.9K

Event2026-03-31

Filed2026-04-17

Broadcom Ltd

0.16%

Shares14.6K

Event2026-03-31

Filed2026-04-17

CSCO

Cisco Systems, Inc.

19.02%

Shares58.1K

Event2026-03-31

Filed2026-04-17

Medtronic Inc.

8.58%

Shares50.3K

Event2026-03-31

Filed2026-04-17

SLB

Schlumberger Limited

4.79%

Shares81.5K

Event2026-03-31

Filed2026-04-17

AMGN

Amgen Incorporated

1.25%

Shares11.2K

Event2026-03-31

Filed2026-04-17

JNJ

Johnson & Johnson

14.63%

Shares15.8K

Event2026-03-31

Filed2026-04-17

GLD

SPDR Gold Trust ETF

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-17

VLO

Valero Energy

-1.23%

Shares14.3K

Event2026-03-31

Filed2026-04-17

Coca-Cola Co

19.71%

Shares45.6K

Event2026-03-31

Filed2026-04-17

ABBV

AbbVie Inc.

-1.97%

Shares15.7K

Event2026-03-31

Filed2026-04-17

HON

Honeywell International

-1.67%

Shares15.1K

Event2026-03-31

Filed2026-04-17

Boeing Co.

8.01%

Shares17.0K

Event2026-03-31

Filed2026-04-17

LLY

Eli Lilly & Co.

-1.61%

Shares3.7K

Event2026-03-31

Filed2026-04-17

MUNI

PIMCO Intermediate Muni Bond ETF

12.11%

Shares64.1K

Event2026-03-31

Filed2026-04-17

Procter & Gamble

12.24%

Shares21.6K

Event2026-03-31

Filed2026-04-17

WMT

Wal-Mart Stores

80.80%

Shares23.1K

Event2026-03-31

Filed2026-04-17

TSLA

Tesla Motors

6076.00%

Shares7.7K

Event2026-03-31

Filed2026-04-17

ABT

Abbott Laboratories

22.82%

Shares25.4K

Event2026-03-31

Filed2026-04-17

YUMC

Yum China Hldgs Inc Com

-0.20%

Shares52.0K

Event2026-03-31

Filed2026-04-17

ISRG

Intuitive Surgical

7.62%

Shares5.3K

Event2026-03-31

Filed2026-04-17

IQV

IQVIA Holdings Inc.

13.18%

Shares14.1K

Event2026-03-31

Filed2026-04-17

GDX

Vaneck Vectors Gold Miners ETF

0.00%

Shares26.1K

Event2026-03-31

Filed2026-04-17

EMR

Emerson Electric Co.

82.29%

Shares18.2K

Event2026-03-31

Filed2026-04-17

IOT

Samsara Inc.

-4.80%

Shares74.2K

Event2026-03-31

Filed2026-04-17

SPY

SPDR S&P 500 ETF

20.75%

Shares3.6K

Event2026-03-31

Filed2026-04-17

XYL

Xylem Inc

32.19%

Shares18.8K

Event2026-03-31

Filed2026-04-17

ATR

AptarGroup, Inc

0.74%

Shares17.6K

Event2026-03-31

Filed2026-04-17

BRK.A

Berkshire Hathaway Inc.

New

Shares3

Event2026-03-31

Filed2026-04-17

VUG

Vanguard Growth ETF

2.58%

Shares4.9K

Event2026-03-31

Filed2026-04-17

Waste Management Inc

283.85%

Shares9.1K

Event2026-03-31

Filed2026-04-17

Vanguard 500 ETF

0.32%

Shares3.5K

Event2026-03-31

Filed2026-04-17

FSLR

First Solar Inc

6.15%

Shares10.5K

Event2026-03-31

Filed2026-04-17

GE Aerospace

43.16%

Shares7.1K

Event2026-03-31

Filed2026-04-17

Duke Energy Corporation

17.95%

Shares15.0K

Event2026-03-31

Filed2026-04-17

ROP

Roper Industries Inc

-13.78%

Shares5.1K

Event2026-03-31

Filed2026-04-17

MCK

McKesson Corp.

-10.19%

Shares2.0K

Event2026-03-31

Filed2026-04-17

PCOR

Procore Technologies, Inc.

-2.36%

Shares30.1K

Event2026-03-31

Filed2026-04-17

NVDA

Nvidia Corp

27.69%

Shares9.7K

Event2026-03-31

Filed2026-04-17

NCLH

Norwegian Cruise Line Holding Ltd

-3.25%

Shares87.9K

Event2026-03-31

Filed2026-04-17

PFE

Pfizer Inc.

-54.86%

Shares58.3K

Event2026-03-31

Filed2026-04-17

Toronto-Dominion Bank

155.54%

Shares17.4K

Event2026-03-31

Filed2026-04-17

NSC

Norfolk Southern

229.77%

Shares5.6K

Event2026-03-31

Filed2026-04-17

MKSI

M K S Instruments Inc.

14.12%

Shares6.9K

Event2026-03-31

Filed2026-04-17

MCD

McDonald's Corp

-5.32%

Shares4.7K

Event2026-03-31

Filed2026-04-17

DOV

Dover Corporation

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-17

CVX

Chevron Corp.

10.96%

Shares6.7K

Event2026-03-31

Filed2026-04-17

AMKR

Amkor Technology Inc

-1.81%

Shares30.1K

Event2026-03-31

Filed2026-04-17

SPYX

SPDR S&P 500 Fossil Fl Fr ETF

0.00%

Shares25.5K

Event2026-03-31

Filed2026-04-17

Verizon Communications Inc.

25.18%

Shares26.3K

Event2026-03-31

Filed2026-04-17

AMT

American Tower REIT

New

Shares7.6K

Event2026-03-31

Filed2026-04-17

TRV

The Travelers Companies Inc.

-1.51%

Shares4.2K

Event2026-03-31

Filed2026-04-17

FDX

Fedex Corporation

-4.50%

Shares3.4K

Event2026-03-31

Filed2026-04-17

AXP

American Express Company

-1.73%

Shares3.9K

Event2026-03-31

Filed2026-04-17

AstraZeneca PLC

New

Shares6.0K

Event2026-03-31

Filed2026-04-17

BMY

Bristol Myers

5.23%

Shares19.5K

Event2026-03-31

Filed2026-04-17

CHE

Chemed Corp.

-1.28%

Shares3.1K

Event2026-03-31

Filed2026-04-17

SONY

Sony Group Corp

-1.45%

Shares55.4K

Event2026-03-31

Filed2026-04-17

PEP

Pepsico, Inc.

6.87%

Shares7.3K

Event2026-03-31

Filed2026-04-17

Ishares Gold ETF

-1.38%

Shares12.7K

Event2026-03-31

Filed2026-04-17

DIS

Walt Disney Hldg

-23.65%

Shares11.5K

Event2026-03-31

Filed2026-04-17

Deere & Company

-3.73%

Shares1.9K

Event2026-03-31

Filed2026-04-17

CSX

CSX Corp

211.49%

Shares25.5K

Event2026-03-31

Filed2026-04-17

NEE

Nextera Energy

34.29%

Shares10.1K

Event2026-03-31

Filed2026-04-17

GEV

GE Vernova Inc.

0.95%

Shares1.1K

Event2026-03-31

Filed2026-04-17

MTB

M&T Bank Corp

5.65%

Shares4.4K

Event2026-03-31

Filed2026-04-17

COP

Conoco Phillips

-6.01%

Shares6.9K

Event2026-03-31

Filed2026-04-17

BEPC

Brookfield Renewable Corp Ordinary Shares - Class

10.75%

Shares22.1K

Event2026-03-31

Filed2026-04-17

INTC

Intel Corp.

6.70%

Shares19.7K

Event2026-03-31

Filed2026-04-17

Home Depot

-1.29%

Shares2.6K

Event2026-03-31

Filed2026-04-17

EWBC

East West Bancorp

-1.02%

Shares7.9K

Event2026-03-31

Filed2026-04-17

APD

Air Products & Chemicals Inc.

108.27%

Shares2.9K

Event2026-03-31

Filed2026-04-17

GNRC

Generac Holdings Inc

10.29%

Shares4.1K

Event2026-03-31

Filed2026-04-17

TJX

TJX Companies Inc

-2.05%

Shares4.8K

Event2026-03-31

Filed2026-04-17

VIG

Vanguard Div Appreciation ETF

-0.34%

Shares3.5K

Event2026-03-31

Filed2026-04-17

TIP

iShares TIPS Bond ETF

146.51%

Shares6.8K

Event2026-03-31

Filed2026-04-17

BND

Vanguard Total U.S. Bond Market ETF

86.79%

Shares10.0K

Event2026-03-31

Filed2026-04-17

Eaton Corp.

-3.20%

Shares2.0K

Event2026-03-31

Filed2026-04-17

CATH

Global X S&P 500 Catholic Values ETF

16.47%

Shares9.2K

Event2026-03-31

Filed2026-04-17

LNT

Alliant Energy Corp

-0.70%

Shares9.8K

Event2026-03-31

Filed2026-04-17

NVS

Novartis Ag ADR

624.48%

Shares4.5K

Event2026-03-31

Filed2026-04-17

Unilever PLC ADR

130.19%

Shares11.8K

Event2026-03-31

Filed2026-04-17

MPC

Marathon Petroleum Corp

7.19%

Shares2.7K

Event2026-03-31

Filed2026-04-17

DGRO

iShares Core Dividend Growth ETF

-7.36%

Shares9.5K

Event2026-03-31

Filed2026-04-17

Colgate-Palmolive

17.98%

Shares7.8K

Event2026-03-31

Filed2026-04-17

XLK

Sector SPDR Tech Select Shares

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-17

Trane Technologies PLC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-17

KRC

Kilroy Realty Corp REIT

-77.32%

Shares20.9K

Event2026-03-31

Filed2026-04-17

ALL

Allstate

35.18%

Shares2.8K

Event2026-03-31

Filed2026-04-17

CME

CME Group Inc.

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-17

VYM

Vanguard High Dividend Yd ETF

-2.54%

Shares3.5K

Event2026-03-31

Filed2026-04-17

CBRE

CBRE Group Inc

-0.93%

Shares3.6K

Event2026-03-31

Filed2026-04-17

ADP

Auto Data Processing

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-17

RTX

RTX Corporation

0.62%

Shares2.4K

Event2026-03-31

Filed2026-04-17

BDX

Becton Dickinson & Co

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-17

UNP

Union Pacific

-0.64%

Shares1.9K

Event2026-03-31

Filed2026-04-17

Vanguard Total World Stock ETF

5.01%

Shares3.3K

Event2026-03-31

Filed2026-04-17

Community Bancorp

New

Shares14.3K

Event2026-03-31

Filed2026-04-17

CBU

Community Bank System

-1.37%

Shares7.6K

Event2026-03-31

Filed2026-04-17

STT

State Street Corp.

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-17

INGR

Ingredion Incorporated

-6.11%

Shares3.9K

Event2026-03-31

Filed2026-04-17

PSX

Phillips 66 SHS

-9.28%

Shares2.4K

Event2026-03-31

Filed2026-04-17

AGG

iShares Lehman Agg Bond Fd ETF

4.79%

Shares4.4K

Event2026-03-31

Filed2026-04-17

TMO

Thermo Fisher Scientific

-5.42%

Shares873

Event2026-03-31

Filed2026-04-17

WEC Energy Group

-2.22%

Shares3.7K

Event2026-03-31

Filed2026-04-17

Brookfield Corp

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-17

MDLZ

Mondelez Int'l Inc.

-4.71%

Shares7.2K

Event2026-03-31

Filed2026-04-17

IEMG

iShares Core MSCI ETF

11.30%

Shares5.9K

Event2026-03-31

Filed2026-04-17

QRVO

Qorvo Inc

-16.32%

Shares5.3K

Event2026-03-31

Filed2026-04-17

OKE

Oneok Inc New

-4.55%

Shares4.5K

Event2026-03-31

Filed2026-04-17

Parker Hannifin Corp

-5.97%

Shares457

Event2026-03-31

Filed2026-04-17

SRE

Sempra Energy

0.69%

Shares4.2K

Event2026-03-31

Filed2026-04-17

IMO

Imperial Oil Ltd

-7.15%

Shares3.0K

Event2026-03-31

Filed2026-04-17

Southern Company

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-17

BLK

Blackrock Inc

0.00%

Shares399

Event2026-03-31

Filed2026-04-17

ESGD

iShares ESG Aware MSCI EAFE ETF

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-17

AT&T Inc.

10.27%

Shares12.9K

Event2026-03-31

Filed2026-04-17

PNC

PNC Financial Services Group Inc.

-2.99%

Shares1.8K

Event2026-03-31

Filed2026-04-17

IBB

iShares NASDAQ Biotech ETF

-3.33%

Shares2.1K

Event2026-03-31

Filed2026-04-17

VTV

Vanguard Value Index ETF

-0.85%

Shares1.8K

Event2026-03-31

Filed2026-04-17

ITGR

Integer Holdings Corp

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-17

GILD

Gilead Sciences Inc

4.46%

Shares2.3K

Event2026-03-31

Filed2026-04-17

BNDX

Vanguard Total Int'l Bond Market ETF

23.46%

Shares6.8K

Event2026-03-31

Filed2026-04-17

TXN

Texas Instruments Inc.

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-17

MMM

3M Company

-0.68%

Shares2.2K

Event2026-03-31

Filed2026-04-17

IWM

Ishares Trust Russell 2000 Indx ETF

47.76%

Shares1.3K

Event2026-03-31

Filed2026-04-17

Goldman Sachs Group Inc

-1.57%

Shares375

Event2026-03-31

Filed2026-04-17

VHT

Vanguard Health Care ETF

-14.83%

Shares1.1K

Event2026-03-31

Filed2026-04-17

CEFA

Global X S&P Cthlc Vls Dvlpd ex-US ETF

14.08%

Shares8.3K

Event2026-03-31

Filed2026-04-17

SBUX

Starbucks

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-17

AMAT

Applied Materials

-4.04%

Shares879

Event2026-03-31

Filed2026-04-17

LOW

Lowes Companies Inc.

-0.56%

Shares1.3K

Event2026-03-31

Filed2026-04-17

PWR

Quanta Services Inc

0.00%

Shares539

Event2026-03-31

Filed2026-04-17

IJH

iShares S&P Midcap 400 Index ETF

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-17

ASML

Asml Hldgs Nv

0.00%

Shares220

Event2026-03-31

Filed2026-04-17

WELL

Welltower Inc REIT

-6.40%

Shares1.4K

Event2026-03-31

Filed2026-04-17

Mastercard Inc

-11.80%

Shares553

Event2026-03-31

Filed2026-04-17

Steris Corp.

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-17

SHEL

Shell plc

-13.92%

Shares2.7K

Event2026-03-31

Filed2026-04-17

UNM

Unum Provident Corp.

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-17

ZTS

Zoetis Inc

9.64%

Shares2.1K

Event2026-03-31

Filed2026-04-17

EFA

iShares MSCI EAFE ETF

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-17

VRTX

Vertex Pharmaceuticals

0.00%

Shares554

Event2026-03-31

Filed2026-04-17

NortonLifeLock Inc

-5.44%

Shares12.9K

Event2026-03-31

Filed2026-04-17

ORCL

Oracle

-5.40%

Shares1.6K

Event2026-03-31

Filed2026-04-17

NFLX

Netflix Inc.

-5.80%

Shares2.5K

Event2026-03-31

Filed2026-04-17

SXI

Standex Int'l Corp.

0.00%

Shares926

Event2026-03-31

Filed2026-04-17

ALRS

Alerus Finl Corp

0.00%

Shares9.8K

Event2026-03-31

Filed2026-04-17

FTNT

Fortinet Inc

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-17

ITW

Illinois Tool Works

-10.11%

Shares889

Event2026-03-31

Filed2026-04-17

FLEX

Flex Ltd.

New

Shares3.5K

Event2026-03-31

Filed2026-04-17

THO

Thor Industries Inc

20.55%

Shares2.8K

Event2026-03-31

Filed2026-04-17

Cigna Corp

0.00%

Shares838

Event2026-03-31

Filed2026-04-17

BAC

Bank of America Corp

-5.19%

Shares4.6K

Event2026-03-31

Filed2026-04-17

IJR

iShares S&P Sm Cap Idx 600 ETF

-23.35%

Shares1.8K

Event2026-03-31

Filed2026-04-17

NTES

NetEase Inc

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-17

MSI

Motorola Solutions Inc

0.00%

Shares501

Event2026-03-31

Filed2026-04-17

SYF

Synchrony Financial

-1.79%

Shares3.1K

Event2026-03-31

Filed2026-04-17

ROK

Rockwell Automation

-1.99%

Shares590

Event2026-03-31

Filed2026-04-17

VGSH

Vanguard Short-Term Treasury ETF

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-17

RDY

Dr Reddys Labs ADR

0.00%

Shares15.2K

Event2026-03-31

Filed2026-04-17

IVV

iShares S&P 500 Index ETF

18.38%

Shares322

Event2026-03-31

Filed2026-04-17

PGR

Progressive Corp

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-17

IGV

iShares Expanded Tech-Software Sect ETF

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-17

DLR

Digital Realty Trust REIT

-5.55%

Shares1.1K

Event2026-03-31

Filed2026-04-17

MAR

Marriott Int'l Inc. Cl A

0.00%

Shares600

Event2026-03-31

Filed2026-04-17

SDY

SPDR S&P Dividend ETF

0.53%

Shares1.3K

Event2026-03-31

Filed2026-04-17

AMP

Ameriprise Financial Inc.

0.00%

Shares433

Event2026-03-31

Filed2026-04-17

VXUS

Vanguard Total International Stock ETF

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-17

Broadridge Finl Solution

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-17

NVO

Novo-Nordisk ADR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-17