Sponsored

The Analysis of Heritage Family Offices, LLP's Holdings & P&L

Currently, Heritage Family Offices, LLP holds 196 types of securities in its portfolio with a total value $225.5M. In the most recent quarter, they have increased their positions in AVDE (+74.6K shares, valued at $6.3M), VEA (+94.5K shares, valued at $6.1M), AVEM (+60.7K shares, valued at $4.9M); decreased their positions in SMMD (-72.4K shares, valued at $5.5M), SPEM (-112.1K shares, valued at $5.3M), USHY (-70.2K shares, valued at $2.6M); initiated new positions in N/A (+129.2K shares, valued at $3.9M), BNDX (+66.2K shares, valued at $3.2M), BCI (+52.2K shares, valued at $1.3M).

1M P&L

+5.3M+2.22%

3M P&L

+4.2M+1.76%

HY P&L

+23.7M+10.72%

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/A124.5M

60.5%

2Semiconductors8.1M

3.9%

3Consumer Electronics6.1M

3.0%

Top Industries by Stock Count

1N/A71 stocks

41.3%

2Semiconductors7 stocks

4.1%

3Capital Markets5 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SMMD ISHARES TR152.4K shares-32.20%2026-03-312026-04-08

SPEM SPDR INDEX SHS FDS227.9K shares-32.97%2026-03-312026-04-08

EFA ISHARES TR82.7K shares-23.57%2026-03-312026-04-08

AVDE AMERICAN CENTY ETF TR86.9K shares605.55%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS111.6K shares552.76%2026-03-312026-04-08

USHY ISHARES TR167.6K shares-29.52%2026-03-312026-04-08

IVV ISHARES TR9.3K shares-8.60%2026-03-312026-04-08

AVEM AMERICAN CENTY ETF TR71.5K shares561.07%2026-03-312026-04-08

Sponsored

AAPL APPLE INC21.9K shares32.06%2026-03-312026-04-08

AGG ISHARES TR49.1K shares-29.86%2026-03-312026-04-08

SCHZ SCHWAB STRATEGIC TR205.6K shares258.95%2026-03-312026-04-08

NVDA NVIDIA CORPORATION25.0K shares191.82%2026-03-312026-04-08

MSFT MICROSOFT CORP11.0K shares19.17%2026-03-312026-04-08

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET129.2K sharesnew addition2026-03-312026-04-08

SPYM SPDR SERIES TRUST48.6K shares56.99%2026-03-312026-04-08

XPEL XPEL INC81.8K shares0.00%2026-03-312026-04-08

Sponsored

EMB ISHARES TR33.9K shares-26.59%2026-03-312026-04-08

BNDX VANGUARD CHARLOTTE FDS66.2K sharesnew addition2026-03-312026-04-08

VTI VANGUARD INDEX FDS9.9K shares40.08%2026-03-312026-04-08

BROADCOM INC BROADCOM INC9.3K shares5.00%2026-03-312026-04-08

IEFA ISHARES TR31.3K shares-8.98%2026-03-312026-04-08

GLDM WORLD GOLD TR28.0K shares599.53%2026-03-312026-04-08

WFC WELLS FARGO & CO27.3K shares-16.82%2026-03-312026-04-08

AMZN AMAZON COM INC10.1K shares252.25%2026-03-312026-04-08

Sponsored

KLAC KLA CORP1.4K shares-37.66%2026-03-312026-04-08

APH AMPHENOL CORP16.0K shares-22.44%2026-03-312026-04-08

RTX RTX CORPORATION10.3K shares-14.78%2026-03-312026-04-08

IEMG ISHARES INC26.6K shares-6.44%2026-03-312026-04-08

ALPHABET INC ALPHABET INC6.3K shares269.23%2026-03-312026-04-08

EATON CORP PLC EATON CORP PLC4.7K shares-24.91%2026-03-312026-04-08

IWM ISHARES TR6.4K shares-32.79%2026-03-312026-04-08

ABBV ABBVIE INC7.2K shares-18.96%2026-03-312026-04-08

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC13.2K shares-33.63%2026-03-312026-04-08

MCK MCKESSON CORP1.7K shares-0.35%2026-03-312026-04-08

ALPHABET INC ALPHABET INC5.0K shares258.56%2026-03-312026-04-08

LOW LOWES COS INC5.9K shares-27.01%2026-03-312026-04-08

WMB WILLIAMS COS INC18.9K shares24.46%2026-03-312026-04-08

ADI ANALOG DEVICES INC4.3K shares-18.63%2026-03-312026-04-08

STT STATE STR CORP10.6K shares11.98%2026-03-312026-04-08

LLY ELI LILLY & CO1.5K shares15.82%2026-03-312026-04-08

Sponsored

BCI ABRDN ETFS52.2K sharesnew addition2026-03-312026-04-08

WMT WALMART INC10.2K shares32.56%2026-03-312026-04-08

VO VANGUARD INDEX FDS4.4K sharesnew addition2026-03-312026-04-08

TXN TEXAS INSTRS INC6.4K shares-30.58%2026-03-312026-04-08

VWOB VANGUARD WHITEHALL FDS19.0K sharesnew addition2026-03-312026-04-08

ICE INTERCONTINENTAL EXCHANGE IN7.8K shares-32.99%2026-03-312026-04-08

IBIT ISHARES BITCOIN TRUST ETF31.9K shares-24.60%2026-03-312026-04-08

EMR EMERSON ELEC CO9.3K shares-30.40%2026-03-312026-04-08

Sponsored

SPHY SPDR SERIES TRUST51.6K sharesnew addition2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.5K shares42.73%2026-03-312026-04-08

MSI MOTOROLA SOLUTIONS INC2.7K sharesnew addition2026-03-312026-04-08

V VISA INC3.9K shares-0.79%2026-03-312026-04-08

NLR VANECK ETF TRUST8.5K sharesnew addition2026-03-312026-04-08

IUSB ISHARES TR23.9K shares8.83%2026-03-312026-04-08

HD HOME DEPOT INC3.3K shares21.04%2026-03-312026-04-08

PEP PEPSICO INC6.9K sharesnew addition2026-03-312026-04-08

Sponsored

VTEB VANGUARD MUN BD FDS21.2K sharesnew addition2026-03-312026-04-08

NDAQ NASDAQ INC12.1K shares-37.16%2026-03-312026-04-08

TSLA TESLA INC2.7K shares243.86%2026-03-312026-04-08

VB VANGUARD INDEX FDS3.8K sharesnew addition2026-03-312026-04-08

XOM EXXON MOBIL CORP5.8K shares92.57%2026-03-312026-04-08

META META PLATFORMS INC1.7K shares244.90%2026-03-312026-04-08

MA MASTERCARD INCORPORATED1.9K shares-16.13%2026-03-312026-04-08

SCHM SCHWAB STRATEGIC TR30.1K shares-1.35%2026-03-312026-04-08

Sponsored

EFV ISHARES TR12.4K shares-3.11%2026-03-312026-04-08

BA BOEING CO4.5K shares-13.75%2026-03-312026-04-08

LII LENNOX INTL INC1.9K shares161.43%2026-03-312026-04-08

PM PHILIP MORRIS INTL INC5.2K shares13.18%2026-03-312026-04-08

SHYG ISHARES TR19.4K shares-35.15%2026-03-312026-04-08

ASML ASML HLDG NV614 shares-19.00%2026-03-312026-04-08

BINC BLACKROCK ETF TRUST II15.5K shares-34.74%2026-03-312026-04-08

SYK STRYKER CORPORATION2.3K shares-28.98%2026-03-312026-04-08

Sponsored

MBB ISHARES TR7.7K shares16.75%2026-03-312026-04-08

J JACOBS SOLUTIONS INC5.8K shares-57.90%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO2.4K shares240.63%2026-03-312026-04-08

MCO MOODYS CORP1.5K shares-33.36%2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR5.1K shares0.10%2026-03-312026-04-08

SBUX STARBUCKS CORP7.4K sharesnew addition2026-03-312026-04-08

ALLE ALLEGION PLC4.5K shares-33.17%2026-03-312026-04-08

COST COSTCO WHOLESALE CORPORATION658 shares110.22%2026-03-312026-04-08

Sponsored

VIG VANGUARD SPECIALIZED FUNDS3.0K shares0.00%2026-03-312026-04-08

CLOA BLACKROCK ETF TRUST II12.4K shares-32.90%2026-03-312026-04-08

MAR MARRIOTT INTL INC NEW1.9K shares-0.72%2026-03-312026-04-08

BYLD ISHARES TR28.1K shares0.91%2026-03-312026-04-08

NVS NOVARTIS AG4.0K shares-22.01%2026-03-312026-04-08

JAAA JANUS DETROIT STR TR12.0K shares-34.22%2026-03-312026-04-08

MO ALTRIA GROUP INC9.1K shares17.89%2026-03-312026-04-08

EQX EQUINOX GOLD CORP41.6K shares0.00%2026-03-312026-04-08

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC3.0K sharesnew addition2026-03-312026-04-08

IBKR INTERACTIVE BROKERS GROUP IN8.8K shares-19.39%2026-03-312026-04-08

INTU INTUIT1.4K shares-18.37%2026-03-312026-04-08

VXUS VANGUARD STAR FDS7.6K shares7.30%2026-03-312026-04-08

PFFA ETFIS SER TR I28.0K sharesnew addition2026-03-312026-04-08

QUAL ISHARES TR2.9K shares2.02%2026-03-312026-04-08

GS GOLDMAN SACHS GROUP INC650 shares103.13%2026-03-312026-04-08

VYM VANGUARD WHITEHALL FDS3.7K shares0.00%2026-03-312026-04-08

Sponsored

VMC VULCAN MATLS CO2.0K shares-44.07%2026-03-312026-04-08

SU SUNCOR ENERGY INC NEW8.2K shares-49.67%2026-03-312026-04-08

IVE ISHARES TR2.5K shares20.02%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON2.2K sharesnew addition2026-03-312026-04-08

MUB ISHARES TR4.9K shares72.42%2026-03-312026-04-08

SONY SONY GROUP CORP24.9K shares-30.77%2026-03-312026-04-08

CVX CHEVRON CORPORATION2.5K sharesnew addition2026-03-312026-04-08

MEDTRONIC PLC MEDTRONIC PLC5.7K shares-22.96%2026-03-312026-04-08

Sponsored

CTSH COGNIZANT TECHNOLOGY SOLUTIO8.0K shares-38.44%2026-03-312026-04-08

NFLX NETFLIX INC.5.0K sharesnew addition2026-03-312026-04-08

DYNF BLACKROCK ETF TRUST8.1K shares18.64%2026-03-312026-04-08

SCHA SCHWAB STRATEGIC TR16.1K shares-3.87%2026-03-312026-04-08

TDY TELEDYNE TECHNOLOGIES INC769 shares-26.48%2026-03-312026-04-08

HLN HALEON PLC43.7K shares-38.88%2026-03-312026-04-08

ESGU ISHARES TR3.1K shares-11.60%2026-03-312026-04-08

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II5.8K shares-1.85%2026-03-312026-04-08

Sponsored

AMAT APPLIED MATLS INC1.2K sharesnew addition2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS677 sharesnew addition2026-03-312026-04-08

ESE ESCO TECHNOLOGIES INC1.4K shares-28.12%2026-03-312026-04-08

WRB BERKLEY W R CORP5.9K shares-28.70%2026-03-312026-04-08

IVW ISHARES TR3.4K shares15.88%2026-03-312026-04-08

AEIS ADVANCED ENERGY INDS1.2K shares-38.19%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC3.1K sharesnew addition2026-03-312026-04-08

AON PLC AON PLC1.2K shares-43.03%2026-03-312026-04-08

Sponsored

VXF VANGUARD INDEX FDS1.8K shares-0.49%2026-03-312026-04-08

GOVT ISHARES TR15.9K shares14.07%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR623 shares-0.16%2026-03-312026-04-08

NDSN NORDSON CORP1.4K shares-28.84%2026-03-312026-04-08

NOBL PROSHARES TR3.3K shares0.00%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS1.4K sharesnew addition2026-03-312026-04-08

ZWS ZURN ELKAY WATER SOLNS CORP7.6K shares-30.46%2026-03-312026-04-08

VPU VANGUARD WORLD FD1.7K shares0.00%2026-03-312026-04-08

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF6.3K shares0.00%2026-03-312026-04-08

CHKP CHECK POINT SOFTWARE TECH LT2.3K shares-41.61%2026-03-312026-04-08

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.6K shares-79.76%2026-03-312026-04-08

MU MICRON TECHNOLOGY INC942 sharesnew addition2026-03-312026-04-08

RELX RELX PLC9.6K shares-42.87%2026-03-312026-04-08

NXPI NXP SEMICONDUCTORS N V1.6K shares-45.68%2026-03-312026-04-08

PG PROCTER & GAMBLE CO2.2K sharesnew addition2026-03-312026-04-08

AHR AMERICAN HEALTHCARE REIT INC6.6K shares-20.30%2026-03-312026-04-08

Sponsored

LPLA LPL FINL HLDGS INC1.0K shares-46.05%2026-03-312026-04-08

VDC VANGUARD WORLD FD1.4K shares0.00%2026-03-312026-04-08

IJH ISHARES TR4.5K shares-1.56%2026-03-312026-04-08

TJX TJX COS INC NEW1.9K sharesnew addition2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INC2.1K sharesnew addition2026-03-312026-04-08

IJJ ISHARES TR2.3K shares0.31%2026-03-312026-04-08

XTEN BONDBLOXX ETF TRUST6.5K sharesnew addition2026-03-312026-04-08

VONE VANGUARD SCOTTSDALE FDS1.0K shares0.00%2026-03-312026-04-08

Sponsored

VIAV VIAVI SOLUTIONS INC8.8K shares-37.16%2026-03-312026-04-08

BAC BANK AMERICA CORP6.0K sharesnew addition2026-03-312026-04-08

IUSV ISHARES TR2.8K shares0.00%2026-03-312026-04-08

ULS UL SOLUTIONS INC3.4K shares-34.72%2026-03-312026-04-08

STN STANTEC INC3.3K sharesnew addition2026-03-312026-04-08

ROL ROLLINS INC5.4K shares-31.84%2026-03-312026-04-08

NPO ENPRO INC1.1K shares-33.39%2026-03-312026-04-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.4K shares-26.05%2026-03-312026-04-08

Sponsored

VNQ VANGUARD INDEX FDS3.1K shares1.06%2026-03-312026-04-08

IJR ISHARES TR2.2K shares-1.23%2026-03-312026-04-08

DIA STATE STR SPDR DOW JONES IND600 shares0.00%2026-03-312026-04-08

IUSG ISHARES TR1.8K shares0.00%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T424 shares-2.75%2026-03-312026-04-08

CAT CATERPILLAR INC389 sharesnew addition2026-03-312026-04-08

ABT ABBOTT LABORATORIES2.6K shares-80.29%2026-03-312026-04-08

EFG ISHARES TR2.4K shares-14.90%2026-03-312026-04-08

Sponsored

GE AEROSPACE GE AEROSPACE939 sharesnew addition2026-03-312026-04-08

CITIGROUP INC CITIGROUP INC2.3K sharesnew addition2026-03-312026-04-08

AMD ADVANCED MICRO DEVICES INC1.3K sharesnew addition2026-03-312026-04-08

VV VANGUARD INDEX FDS837 sharesnew addition2026-03-312026-04-08

WAB WABTEC999 sharesnew addition2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.3K shares0.00%2026-03-312026-04-08

BJ BJS WHSL CLUB HLDGS INC2.4K shares-21.84%2026-03-312026-04-08

ORCL ORACLE CORP1.6K sharesnew addition2026-03-312026-04-08

Sponsored

LINDE PLC LINDE PLC481 sharesnew addition2026-03-312026-04-08

SCHF SCHWAB STRATEGIC TR9.6K shares-28.04%2026-03-312026-04-08

SOXX ISHARES TR723 shares-10.85%2026-03-312026-04-08

MS MORGAN STANLEY1.4K sharesnew addition2026-03-312026-04-08

LAM RESEARCH CORP LAM RESEARCH CORP1.1K sharesnew addition2026-03-312026-04-08

KALU KAISER ALUMINIUM CORPORATION1.9K shares-40.86%2026-03-312026-04-08

COP CONOCOPHILLIPS1.7K sharesnew addition2026-03-312026-04-08

ROST ROSS STORES INC1.0K sharesnew addition2026-03-312026-04-08

Sponsored

VZ VERIZON COMMUNICATIONS INC4.4K sharesnew addition2026-03-312026-04-08

IWD ISHARES TR1.0K shares0.00%2026-03-312026-04-08

ENS ENERSYS1.2K shares-20.95%2026-03-312026-04-08

HON HONEYWELL INTL INC946 sharesnew addition2026-03-312026-04-08

VGT VANGUARD WORLD FD306 shares0.00%2026-03-312026-04-08

UEC URANIUM ENERGY CORP15.8K shares0.00%2026-03-312026-04-08

BCPC BALCHEM CORP1.3K shares-21.06%2026-03-312026-04-08

SPMB SPDR SERIES TRUST9.4K shares-7.52%2026-03-312026-04-08

Sponsored

CLOI VANECK ETF TRUST4.0K shares-33.88%2026-03-312026-04-08

MC MOELIS & CO3.6K shares-24.09%2026-03-312026-04-08

DIOD DIODES INC3.0K shares-32.12%2026-03-312026-04-08

BHE BENCHMARK ELECTRS INC3.7K shares-33.71%2026-03-312026-04-08

DB DEUTSCHE BK AG6.9K shares-48.23%2026-03-312026-04-08

COOPER COS INC COOPER COS INC2.9K shares-53.23%2026-03-312026-04-08

OLLI OLLIES BARGAIN OUTLET HLDGS2.2K shares-40.95%2026-03-312026-04-08

SEACOAST BKG CORP FLA SEACOAST BKG CORP FLA6.6K shares-33.41%2026-03-312026-04-08

Sponsored

SHO SUNSTONE HOTEL INVS INC NEW13.1K shares-39.22%2026-03-312026-04-08

FSCO FS CREDIT OPPORTUNITIES CORP21.6K shares-32.36%2026-03-312026-04-08

ADVISORSHARES TR ADVISORSHARES TR33.1K sharesnew addition2026-03-312026-04-08

GLDG GOLDMINING INC30.0K shares0.00%2026-03-312026-04-08

SMMD

ISHARES TR

-32.20%

Shares152.4K

Event2026-03-31

Filed2026-04-08

SPEM

SPDR INDEX SHS FDS

-32.97%

Shares227.9K

Event2026-03-31

Filed2026-04-08

EFA

ISHARES TR

-23.57%

Shares82.7K

Event2026-03-31

Filed2026-04-08

AVDE

AMERICAN CENTY ETF TR

605.55%

Shares86.9K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

552.76%

Shares111.6K

Event2026-03-31

Filed2026-04-08

USHY

ISHARES TR

-29.52%

Shares167.6K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

-8.60%

Shares9.3K

Event2026-03-31

Filed2026-04-08

AVEM

AMERICAN CENTY ETF TR

561.07%

Shares71.5K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

32.06%

Shares21.9K

Event2026-03-31

Filed2026-04-08

AGG

ISHARES TR

-29.86%

Shares49.1K

Event2026-03-31

Filed2026-04-08

SCHZ

SCHWAB STRATEGIC TR

258.95%

Shares205.6K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

191.82%

Shares25.0K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

19.17%

Shares11.0K

Event2026-03-31

Filed2026-04-08

GRAYSCALE BITCOIN MINI TR ET

New

Shares129.2K

Event2026-03-31

Filed2026-04-08

SPYM

SPDR SERIES TRUST

56.99%

Shares48.6K

Event2026-03-31

Filed2026-04-08

XPEL

XPEL INC

0.00%

Shares81.8K

Event2026-03-31

Filed2026-04-08

EMB

ISHARES TR

-26.59%

Shares33.9K

Event2026-03-31

Filed2026-04-08

BNDX

VANGUARD CHARLOTTE FDS

New

Shares66.2K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

40.08%

Shares9.9K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

5.00%

Shares9.3K

Event2026-03-31

Filed2026-04-08

IEFA

ISHARES TR

-8.98%

Shares31.3K

Event2026-03-31

Filed2026-04-08

GLDM

WORLD GOLD TR

599.53%

Shares28.0K

Event2026-03-31

Filed2026-04-08

WFC

WELLS FARGO & CO

-16.82%

Shares27.3K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

252.25%

Shares10.1K

Event2026-03-31

Filed2026-04-08

KLAC

KLA CORP

-37.66%

Shares1.4K

Event2026-03-31

Filed2026-04-08

APH

AMPHENOL CORP

-22.44%

Shares16.0K

Event2026-03-31

Filed2026-04-08

RTX

RTX CORPORATION

-14.78%

Shares10.3K

Event2026-03-31

Filed2026-04-08

IEMG

ISHARES INC

-6.44%

Shares26.6K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

269.23%

Shares6.3K

Event2026-03-31

Filed2026-04-08

EATON CORP PLC

-24.91%

Shares4.7K

Event2026-03-31

Filed2026-04-08

IWM

ISHARES TR

-32.79%

Shares6.4K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

-18.96%

Shares7.2K

Event2026-03-31

Filed2026-04-08

WEC ENERGY GROUP INC

-33.63%

Shares13.2K

Event2026-03-31

Filed2026-04-08

MCK

MCKESSON CORP

-0.35%

Shares1.7K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

258.56%

Shares5.0K

Event2026-03-31

Filed2026-04-08

LOW

LOWES COS INC

-27.01%

Shares5.9K

Event2026-03-31

Filed2026-04-08

WMB

WILLIAMS COS INC

24.46%

Shares18.9K

Event2026-03-31

Filed2026-04-08

ADI

ANALOG DEVICES INC

-18.63%

Shares4.3K

Event2026-03-31

Filed2026-04-08

STT

STATE STR CORP

11.98%

Shares10.6K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

15.82%

Shares1.5K

Event2026-03-31

Filed2026-04-08

BCI

ABRDN ETFS

New

Shares52.2K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

32.56%

Shares10.2K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

New

Shares4.4K

Event2026-03-31

Filed2026-04-08

TXN

TEXAS INSTRS INC

-30.58%

Shares6.4K

Event2026-03-31

Filed2026-04-08

VWOB

VANGUARD WHITEHALL FDS

New

Shares19.0K

Event2026-03-31

Filed2026-04-08

ICE

INTERCONTINENTAL EXCHANGE IN

-32.99%

Shares7.8K

Event2026-03-31

Filed2026-04-08

IBIT

ISHARES BITCOIN TRUST ETF

-24.60%

Shares31.9K

Event2026-03-31

Filed2026-04-08

EMR

EMERSON ELEC CO

-30.40%

Shares9.3K

Event2026-03-31

Filed2026-04-08

SPHY

SPDR SERIES TRUST

New

Shares51.6K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

42.73%

Shares2.5K

Event2026-03-31

Filed2026-04-08

MSI

MOTOROLA SOLUTIONS INC

New

Shares2.7K

Event2026-03-31

Filed2026-04-08

VISA INC

-0.79%

Shares3.9K

Event2026-03-31

Filed2026-04-08

NLR

VANECK ETF TRUST

New

Shares8.5K

Event2026-03-31

Filed2026-04-08

IUSB

ISHARES TR

8.83%

Shares23.9K

Event2026-03-31

Filed2026-04-08

HOME DEPOT INC

21.04%

Shares3.3K

Event2026-03-31

Filed2026-04-08

PEP

PEPSICO INC

New

Shares6.9K

Event2026-03-31

Filed2026-04-08

VTEB

VANGUARD MUN BD FDS

New

Shares21.2K

Event2026-03-31

Filed2026-04-08

NDAQ

NASDAQ INC

-37.16%

Shares12.1K

Event2026-03-31

Filed2026-04-08

TSLA

TESLA INC

243.86%

Shares2.7K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

New

Shares3.8K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

92.57%

Shares5.8K

Event2026-03-31

Filed2026-04-08