Sponsored

The Analysis of Hardin Capital Partners, LLC's Holdings & P&L

Currently, Hardin Capital Partners, LLC holds 140 types of securities in its portfolio with a total value $215.5M. In the most recent quarter, they have increased their positions in N/A (+1.6K shares, valued at $967.4K), VTI (+1.1K shares, valued at $342.6K), SCHD (+9.6K shares, valued at $293.0K); decreased their positions in LOW (-3.2K shares, valued at $756.1K), XOM (-1.6K shares, valued at $272.1K), GLD (-600 shares, valued at $258.2K); initiated new positions in SCHD (+9.6K shares, valued at $293.0K), SO (+2.8K shares, valued at $272.5K), VLO (+1.0K shares, valued at $247.1K).

1M P&L

-11.5M-5.57%

3M P&L

-27.2M-12.23%

HY P&L

+3.6M+1.86%

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

1Home Improvement Retail100.8M

50.1%

2N/A55.3M

27.5%

3Banks - Diversified7.6M

3.8%

Top Industries by Stock Count

1N/A67 stocks

51.5%

2Oil & Gas E&P6 stocks

4.6%

3Drug Manufacturers - General5 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

LOW LOWES COS INC426.7K shares-0.74%2026-03-312026-04-08

BAC BANK AMERICA CORP110.9K shares-1.91%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS8.5K shares23.65%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.8K shares2.67%2026-03-312026-04-08

VTI VANGUARD INDEX FDS13.9K shares8.35%2026-03-312026-04-08

XLE SELECT SECTOR SPDR TR52.2K shares-0.37%2026-03-312026-04-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW22.1K shares4.39%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F52.2K shares4.77%2026-03-312026-04-08

Sponsored

TFC TRUIST FINL CORP55.1K shares-0.32%2026-03-312026-04-08

XOM EXXON MOBIL CORP14.4K shares-10.02%2026-03-312026-04-08

VNQ VANGUARD INDEX FDS25.7K shares-0.05%2026-03-312026-04-08

VXUS VANGUARD STAR FDS27.7K shares6.17%2026-03-312026-04-08

BP BP PLC42.9K shares-2.27%2026-03-312026-04-08

AVUV AMERICAN CENTY ETF TR17.4K shares7.01%2026-03-312026-04-08

AVUS AMERICAN CENTY ETF TR15.6K shares6.57%2026-03-312026-04-08

IVV ISHARES TR2.5K shares-1.30%2026-03-312026-04-08

Sponsored

COP CONOCOPHILLIPS12.0K shares0.01%2026-03-312026-04-08

MSFT MICROSOFT CORP4.1K shares2.39%2026-03-312026-04-08

IJR ISHARES TR12.1K shares2.58%2026-03-312026-04-08

AAPL APPLE INC5.8K shares2.03%2026-03-312026-04-08

SPTI SPDR SERIES TRUST50.1K shares-0.30%2026-03-312026-04-08

EGP EASTGROUP PPTYS INC7.8K shares0.00%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS22.3K shares10.26%2026-03-312026-04-08

GLD SPDR GOLD TR3.3K shares-15.37%2026-03-312026-04-08

Sponsored

RPV INVESCO EXCHANGE TRADED FD T12.7K shares-0.37%2026-03-312026-04-08

OXY OCCIDENTAL PETE CORP20.8K shares-10.15%2026-03-312026-04-08

AVDV AMERICAN CENTY ETF TR12.9K shares1.14%2026-03-312026-04-08

FNDC SCHWAB STRATEGIC TR27.0K shares0.50%2026-03-312026-04-08

SCHF SCHWAB STRATEGIC TR50.0K shares5.42%2026-03-312026-04-08

SCHX SCHWAB STRATEGIC TR48.2K shares13.51%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO4.2K shares0.36%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON4.9K shares-0.53%2026-03-312026-04-08

Sponsored

LLY ELI LILLY & CO1.3K shares-0.08%2026-03-312026-04-08

AVEM AMERICAN CENTY ETF TR14.2K shares3.87%2026-03-312026-04-08

VGSH VANGUARD SCOTTSDALE FDS19.6K shares2.53%2026-03-312026-04-08

SLYV SPDR SERIES TRUST12.0K shares1.11%2026-03-312026-04-08

AVDE AMERICAN CENTY ETF TR13.0K shares0.62%2026-03-312026-04-08

CVX CHEVRON CORPORATION5.2K shares1.30%2026-03-312026-04-08

DFIV DIMENSIONAL ETF TRUST19.5K shares5.09%2026-03-312026-04-08

WFC WELLS FARGO & CO12.1K shares0.02%2026-03-312026-04-08

Sponsored

CEF SPROTT ASSET MANAGEMENT LP20.0K shares0.28%2026-03-312026-04-08

EFV ISHARES TR12.7K shares-1.37%2026-03-312026-04-08

CAT CATERPILLAR INC1.3K shares1.91%2026-03-312026-04-08

WM WASTE MGMT INC DEL4.0K shares0.00%2026-03-312026-04-08

BND VANGUARD BD INDEX FDS12.2K shares0.14%2026-03-312026-04-08

KO COCA COLA CO11.6K shares-0.32%2026-03-312026-04-08

BABA ALIBABA GROUP HLDG LTD6.8K shares2.53%2026-03-312026-04-08

ABBV ABBVIE INC3.3K shares0.03%2026-03-312026-04-08

Sponsored

WMT WALMART INC5.5K shares-1.92%2026-03-312026-04-08

MO ALTRIA GROUP INC9.5K shares0.99%2026-03-312026-04-08

VTIP VANGUARD MALVERN FDS12.5K shares-2.61%2026-03-312026-04-08

AMZN AMAZON COM INC2.9K shares10.22%2026-03-312026-04-08

EFA ISHARES TR6.0K shares0.00%2026-03-312026-04-08

D DOMINION ENERGY INC9.3K shares1.70%2026-03-312026-04-08

TIP ISHARES TR4.9K shares-4.73%2026-03-312026-04-08

PEP PEPSICO INC3.5K shares4.26%2026-03-312026-04-08

Sponsored

ENB ENBRIDGE INC9.9K shares-1.27%2026-03-312026-04-08

SCHC SCHWAB STRATEGIC TR11.0K shares3.62%2026-03-312026-04-08

VZ VERIZON COMMUNICATIONS INC10.1K shares5.71%2026-03-312026-04-08

SHEL SHELL PLC5.3K shares-5.35%2026-03-312026-04-08

SCHR SCHWAB STRATEGIC TR19.7K shares0.00%2026-03-312026-04-08

VBR VANGUARD INDEX FDS2.3K shares5.47%2026-03-312026-04-08

NVDA NVIDIA CORPORATION2.7K shares1.33%2026-03-312026-04-08

VO VANGUARD INDEX FDS1.7K shares9.06%2026-03-312026-04-08

Sponsored

PM PHILIP MORRIS INTL INC2.9K shares5.92%2026-03-312026-04-08

SCHB SCHWAB STRATEGIC TR18.5K shares0.18%2026-03-312026-04-08

SCHZ SCHWAB STRATEGIC TR19.9K shares0.17%2026-03-312026-04-08

CLX CLOROX CO DEL4.4K shares68.50%2026-03-312026-04-08

EEM ISHARES TR7.9K shares1.34%2026-03-312026-04-08

T AT&T INC15.0K shares3.56%2026-03-312026-04-08

SCHA SCHWAB STRATEGIC TR14.7K shares8.73%2026-03-312026-04-08

FANG DIAMONDBACK ENERGY INC2.2K shares-0.23%2026-03-312026-04-08

Sponsored

SCHE SCHWAB STRATEGIC TR12.8K shares4.31%2026-03-312026-04-08

DLS WISDOMTREE TR5.1K shares0.06%2026-03-312026-04-08

SDY SPDR SERIES TRUST2.8K shares0.07%2026-03-312026-04-08

ROK ROCKWELL AUTOMATION INC1.1K shares0.00%2026-03-312026-04-08

MLM MARTIN MARIETTA MATLS INC700 shares0.00%2026-03-312026-04-08

SCHH SCHWAB STRATEGIC TR19.1K shares4.42%2026-03-312026-04-08

VB VANGUARD INDEX FDS1.6K shares1.37%2026-03-312026-04-08

VIOV VANGUARD ADMIRAL FDS INC3.8K shares0.66%2026-03-312026-04-08

Sponsored

NSC NORFOLK SOUTHN CORP1.3K shares0.00%2026-03-312026-04-08

KKR & CO INC KKR & CO INC4.0K shares6.03%2026-03-312026-04-08

WULF TERAWULF INC25.0K shares38.89%2026-03-312026-04-08

EXE EXPAND ENERGY CORPORATION3.2K shares-7.10%2026-03-312026-04-08

V VISA INC1.2K shares27.99%2026-03-312026-04-08

FBNC FIRST BANCORP N C6.2K shares0.00%2026-03-312026-04-08

SCHO SCHWAB STRATEGIC TR14.3K shares0.03%2026-03-312026-04-08

ITOT ISHARES TR2.4K shares-0.16%2026-03-312026-04-08

Sponsored

ALPHABET INC ALPHABET INC1.2K shares9.06%2026-03-312026-04-08

CL COLGATE PALMOLIVE CO4.0K shares0.00%2026-03-312026-04-08

RPM RPM INTL INC3.3K shares-1.48%2026-03-312026-04-08

AGG ISHARES TR3.3K shares0.95%2026-03-312026-04-08

FDX FEDEX CORP890 shares0.00%2026-03-312026-04-08

BROADCOM INC BROADCOM INC1.0K shares-3.51%2026-03-312026-04-08

SCHV SCHWAB STRATEGIC TR10.3K shares0.00%2026-03-312026-04-08

IQI INVESCO QUALITY MUN INCOME T32.5K shares0.00%2026-03-312026-04-08

Sponsored

VOOV VANGUARD ADMIRAL FDS INC1.5K shares0.00%2026-03-312026-04-08

ABT ABBOTT LABORATORIES3.0K shares4.14%2026-03-312026-04-08

IJS ISHARES TR2.6K shares5.71%2026-03-312026-04-08

PFE PFIZER INC10.4K shares1.99%2026-03-312026-04-08

SCHD SCHWAB STRATEGIC TR9.6K sharesnew addition2026-03-312026-04-08

HAL HALLIBURTON CO7.5K shares-14.29%2026-03-312026-04-08

BNDX VANGUARD CHARLOTTE FDS6.1K shares0.13%2026-03-312026-04-08

IEFA ISHARES TR3.2K shares-1.54%2026-03-312026-04-08

Sponsored

PSX PHILLIPS 661.6K shares0.00%2026-03-312026-04-08

PG PROCTER & GAMBLE CO1.9K shares15.01%2026-03-312026-04-08

MCD MCDONALDS CORP893 shares3.00%2026-03-312026-04-08

META META PLATFORMS INC484 shares0.00%2026-03-312026-04-08

BLACKSTONE INC BLACKSTONE INC2.4K shares0.00%2026-03-312026-04-08

SCHP SCHWAB STRATEGIC TR10.3K shares0.00%2026-03-312026-04-08

SO SOUTHERN CO2.8K sharesnew addition2026-03-312026-04-08

MMM 3M CO1.8K shares0.00%2026-03-312026-04-08

Sponsored

BBEU J P MORGAN EXCHANGE TRADED F3.7K shares-0.62%2026-03-312026-04-08

FCX FREEPORT MCMORAN INC4.5K shares-0.53%2026-03-312026-04-08

BARRICK MNG CORP BARRICK MNG CORP6.3K shares0.00%2026-03-312026-04-08

VSS VANGUARD INTL EQUITY INDEX F1.7K shares0.17%2026-03-312026-04-08

VHT VANGUARD WORLD FD915 shares5.78%2026-03-312026-04-08

IEMG ISHARES INC3.6K shares-1.74%2026-03-312026-04-08

VLO VALERO ENERGY CORP1.0K sharesnew addition2026-03-312026-04-08

PR PERMIAN RESOURCES CORP11.5K shares-23.33%2026-03-312026-04-08

Sponsored

VTV VANGUARD INDEX FDS1.2K sharesnew addition2026-03-312026-04-08

HCC WARRIOR MET COAL INC2.5K shares0.40%2026-03-312026-04-08

NVO NOVO-NORDISK A S6.4K sharesnew addition2026-03-312026-04-08

ET ENERGY TRANSFER L P11.9K shares0.00%2026-03-312026-04-08

RRC RANGE RES CORP5.0K shares-13.68%2026-03-312026-04-08

XOP SPDR SERIES TRUST1.2K sharesnew addition2026-03-312026-04-08

DWX SPDR INDEX SHS FDS4.9K shares0.00%2026-03-312026-04-08

NEE NEXTERA ENERGY INC2.3K sharesnew addition2026-03-312026-04-08

Sponsored

ITM VANECK ETF TRUST4.6K shares0.00%2026-03-312026-04-08

EWX SPDR INDEX SHS FDS3.2K shares0.00%2026-03-312026-04-08

VDE VANGUARD WORLD FD1.2K sharesnew addition2026-03-312026-04-08

AVDS AMERICAN CENTY ETF TR2.9K sharesnew addition2026-03-312026-04-08

VYM VANGUARD WHITEHALL FDS1.4K sharesnew addition2026-03-312026-04-08

AMR ALPHA METALLURGICAL RESOUR I1.0K sharesnew addition2026-03-312026-04-08

SHM SPDR SERIES TRUST4.3K shares-0.77%2026-03-312026-04-08

WMB WILLIAMS COS INC2.8K sharesnew addition2026-03-312026-04-08

Sponsored

IEI ISHARES TR1.7K shares0.00%2026-03-312026-04-08

ANGX ANGEL STUDIOS INC25.2K sharesnew addition2026-03-312026-04-08

TRANSOCEAN INC TRANSOCEAN INC11.0K sharesnew addition2026-03-312026-04-08

POWERBANK CORP POWERBANK CORP10.0K shares0.00%2026-03-312026-04-08

LOW

LOWES COS INC

-0.74%

Shares426.7K

Event2026-03-31

Filed2026-04-08

BAC

BANK AMERICA CORP

-1.91%

Shares110.9K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

23.65%

Shares8.5K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

2.67%

Shares9.8K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

8.35%

Shares13.9K

Event2026-03-31

Filed2026-04-08

XLE

SELECT SECTOR SPDR TR

-0.37%

Shares52.2K

Event2026-03-31

Filed2026-04-08

DUKE ENERGY CORP NEW

4.39%

Shares22.1K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

4.77%

Shares52.2K

Event2026-03-31

Filed2026-04-08

TFC

TRUIST FINL CORP

-0.32%

Shares55.1K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

-10.02%

Shares14.4K

Event2026-03-31

Filed2026-04-08

VNQ

VANGUARD INDEX FDS

-0.05%

Shares25.7K

Event2026-03-31

Filed2026-04-08

VXUS

VANGUARD STAR FDS

6.17%

Shares27.7K

Event2026-03-31

Filed2026-04-08

BP PLC

-2.27%

Shares42.9K

Event2026-03-31

Filed2026-04-08

AVUV

AMERICAN CENTY ETF TR

7.01%

Shares17.4K

Event2026-03-31

Filed2026-04-08

AVUS

AMERICAN CENTY ETF TR

6.57%

Shares15.6K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

-1.30%

Shares2.5K

Event2026-03-31

Filed2026-04-08

COP

CONOCOPHILLIPS

0.01%

Shares12.0K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

2.39%

Shares4.1K

Event2026-03-31

Filed2026-04-08

IJR

ISHARES TR

2.58%

Shares12.1K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

2.03%

Shares5.8K

Event2026-03-31

Filed2026-04-08

SPTI

SPDR SERIES TRUST

-0.30%

Shares50.1K

Event2026-03-31

Filed2026-04-08

EGP

EASTGROUP PPTYS INC

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

10.26%

Shares22.3K

Event2026-03-31

Filed2026-04-08

GLD

SPDR GOLD TR

-15.37%

Shares3.3K

Event2026-03-31

Filed2026-04-08

RPV

INVESCO EXCHANGE TRADED FD T

-0.37%

Shares12.7K

Event2026-03-31

Filed2026-04-08

OXY

OCCIDENTAL PETE CORP

-10.15%

Shares20.8K

Event2026-03-31

Filed2026-04-08

AVDV

AMERICAN CENTY ETF TR

1.14%

Shares12.9K

Event2026-03-31

Filed2026-04-08

FNDC

SCHWAB STRATEGIC TR

0.50%

Shares27.0K

Event2026-03-31

Filed2026-04-08

SCHF

SCHWAB STRATEGIC TR

5.42%

Shares50.0K

Event2026-03-31

Filed2026-04-08

SCHX

SCHWAB STRATEGIC TR

13.51%

Shares48.2K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

0.36%

Shares4.2K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

-0.53%

Shares4.9K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

-0.08%

Shares1.3K

Event2026-03-31

Filed2026-04-08

AVEM

AMERICAN CENTY ETF TR

3.87%

Shares14.2K

Event2026-03-31

Filed2026-04-08

VGSH

VANGUARD SCOTTSDALE FDS

2.53%

Shares19.6K

Event2026-03-31

Filed2026-04-08

SLYV

SPDR SERIES TRUST

1.11%

Shares12.0K

Event2026-03-31

Filed2026-04-08

AVDE

AMERICAN CENTY ETF TR

0.62%

Shares13.0K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

1.30%

Shares5.2K

Event2026-03-31

Filed2026-04-08

DFIV

DIMENSIONAL ETF TRUST

5.09%

Shares19.5K

Event2026-03-31

Filed2026-04-08

WFC

WELLS FARGO & CO

0.02%

Shares12.1K

Event2026-03-31

Filed2026-04-08

CEF

SPROTT ASSET MANAGEMENT LP

0.28%

Shares20.0K

Event2026-03-31

Filed2026-04-08

EFV

ISHARES TR

-1.37%

Shares12.7K

Event2026-03-31

Filed2026-04-08

CAT

CATERPILLAR INC

1.91%

Shares1.3K

Event2026-03-31

Filed2026-04-08

WASTE MGMT INC DEL

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-08

BND

VANGUARD BD INDEX FDS

0.14%

Shares12.2K

Event2026-03-31

Filed2026-04-08

COCA COLA CO

-0.32%

Shares11.6K

Event2026-03-31

Filed2026-04-08

BABA

ALIBABA GROUP HLDG LTD

2.53%

Shares6.8K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

0.03%

Shares3.3K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

-1.92%

Shares5.5K

Event2026-03-31

Filed2026-04-08

ALTRIA GROUP INC

0.99%

Shares9.5K

Event2026-03-31

Filed2026-04-08

VTIP

VANGUARD MALVERN FDS

-2.61%

Shares12.5K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

10.22%

Shares2.9K

Event2026-03-31

Filed2026-04-08

EFA

ISHARES TR

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-08

DOMINION ENERGY INC

1.70%

Shares9.3K

Event2026-03-31

Filed2026-04-08

TIP

ISHARES TR

-4.73%

Shares4.9K

Event2026-03-31

Filed2026-04-08

PEP

PEPSICO INC

4.26%

Shares3.5K

Event2026-03-31

Filed2026-04-08

ENB

ENBRIDGE INC

-1.27%

Shares9.9K

Event2026-03-31

Filed2026-04-08

SCHC

SCHWAB STRATEGIC TR

3.62%

Shares11.0K

Event2026-03-31

Filed2026-04-08

VERIZON COMMUNICATIONS INC

5.71%

Shares10.1K

Event2026-03-31

Filed2026-04-08

SHEL

SHELL PLC

-5.35%

Shares5.3K

Event2026-03-31

Filed2026-04-08

SCHR

SCHWAB STRATEGIC TR

0.00%

Shares19.7K

Event2026-03-31

Filed2026-04-08

VBR

VANGUARD INDEX FDS

5.47%

Shares2.3K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

1.33%

Shares2.7K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

9.06%

Shares1.7K

Event2026-03-31

Filed2026-04-08

PHILIP MORRIS INTL INC

5.92%

Shares2.9K

Event2026-03-31

Filed2026-04-08

SCHB

SCHWAB STRATEGIC TR

0.18%

Shares18.5K

Event2026-03-31

Filed2026-04-08

SCHZ

SCHWAB STRATEGIC TR

0.17%

Shares19.9K

Event2026-03-31

Filed2026-04-08

CLX

CLOROX CO DEL

68.50%

Shares4.4K

Event2026-03-31

Filed2026-04-08

EEM

ISHARES TR

1.34%

Shares7.9K

Event2026-03-31

Filed2026-04-08

AT&T INC

3.56%

Shares15.0K

Event2026-03-31

Filed2026-04-08

SCHA

SCHWAB STRATEGIC TR

8.73%

Shares14.7K

Event2026-03-31

Filed2026-04-08

FANG

DIAMONDBACK ENERGY INC

-0.23%

Shares2.2K

Event2026-03-31

Filed2026-04-08

SCHE

SCHWAB STRATEGIC TR

4.31%

Shares12.8K

Event2026-03-31

Filed2026-04-08

DLS

WISDOMTREE TR

0.06%

Shares5.1K

Event2026-03-31

Filed2026-04-08

SDY

SPDR SERIES TRUST

0.07%

Shares2.8K

Event2026-03-31

Filed2026-04-08

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-08

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares700

Event2026-03-31

Filed2026-04-08

SCHH

SCHWAB STRATEGIC TR

4.42%

Shares19.1K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

1.37%

Shares1.6K

Event2026-03-31

Filed2026-04-08

VIOV

VANGUARD ADMIRAL FDS INC

0.66%

Shares3.8K

Event2026-03-31

Filed2026-04-08

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-08

KKR & CO INC

6.03%

Shares4.0K

Event2026-03-31

Filed2026-04-08

WULF

TERAWULF INC

38.89%

Shares25.0K

Event2026-03-31

Filed2026-04-08

EXE

EXPAND ENERGY CORPORATION

-7.10%

Shares3.2K

Event2026-03-31

Filed2026-04-08

VISA INC

27.99%

Shares1.2K

Event2026-03-31

Filed2026-04-08

FBNC

FIRST BANCORP N C

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-08

SCHO

SCHWAB STRATEGIC TR

0.03%

Shares14.3K

Event2026-03-31

Filed2026-04-08

ITOT

ISHARES TR

-0.16%

Shares2.4K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

9.06%

Shares1.2K

Event2026-03-31

Filed2026-04-08

COLGATE PALMOLIVE CO

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-08

RPM

RPM INTL INC

-1.48%

Shares3.3K

Event2026-03-31

Filed2026-04-08

AGG

ISHARES TR

0.95%

Shares3.3K

Event2026-03-31

Filed2026-04-08

FDX

FEDEX CORP

0.00%

Shares890

Event2026-03-31

Filed2026-04-08

BROADCOM INC

-3.51%

Shares1.0K

Event2026-03-31

Filed2026-04-08

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-08

IQI

INVESCO QUALITY MUN INCOME T

0.00%

Shares32.5K

Event2026-03-31

Filed2026-04-08

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-08

ABT

ABBOTT LABORATORIES

4.14%

Shares3.0K

Event2026-03-31

Filed2026-04-08

IJS

ISHARES TR

5.71%

Shares2.6K

Event2026-03-31

Filed2026-04-08

PFE

PFIZER INC

1.99%

Shares10.4K

Event2026-03-31

Filed2026-04-08

SCHD

SCHWAB STRATEGIC TR

New

Shares9.6K

Event2026-03-31

Filed2026-04-08

HAL

HALLIBURTON CO

-14.29%

Shares7.5K

Event2026-03-31

Filed2026-04-08

BNDX

VANGUARD CHARLOTTE FDS

0.13%

Shares6.1K

Event2026-03-31

Filed2026-04-08

IEFA

ISHARES TR

-1.54%

Shares3.2K

Event2026-03-31

Filed2026-04-08

PSX

PHILLIPS 66

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-08

PROCTER & GAMBLE CO

15.01%

Shares1.9K

Event2026-03-31

Filed2026-04-08

MCD

MCDONALDS CORP

3.00%

Shares893

Event2026-03-31

Filed2026-04-08