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The Analysis of HighRoad Wealth Advisors, LLC's Holdings & P&L

Currently, HighRoad Wealth Advisors, LLC holds 37 types of securities in its portfolio with a total value $102.4M. In the most recent quarter, they have increased their positions in BIL (+14.8K shares, valued at $1.4M), LLY (+312 shares, valued at $287.0K), CVX (+1.1K shares, valued at $234.8K); decreased their positions in N/A (-1.9K shares, valued at $1.2M), IVV (-177 shares, valued at $115.6K), N/A (-161 shares, valued at $92.9K); initiated new positions in CVX (+1.1K shares, valued at $234.8K), CB (+647 shares, valued at $210.9K), PEP (+1.4K shares, valued at $209.7K).

1M P&L

-211.0K-0.31%

3M P&L

+1.6M+2.42%

HY P&L

-26.9M-28.47%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A52.4M

84.1%

2Furnishings, Fixtures & Appliances1.6M

2.6%

3Consumer Electronics1.0M

1.7%

Top Industries by Stock Count

1N/A16 stocks

45.7%

2Furnishings, Fixtures & Appliances1 stocks

2.9%

3Consumer Electronics1 stocks

2.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS51.3K shares-3.62%2026-03-312026-04-15

BIL SPDR SERIES TRUST117.3K shares14.42%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR16.4K shares-0.97%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS141.5K shares-0.66%2026-03-312026-04-15

IVV ISHARES TR12.7K shares-1.38%2026-03-312026-04-15

VO VANGUARD INDEX FDS25.5K shares-0.95%2026-03-312026-04-15

VB VANGUARD INDEX FDS27.3K shares-1.22%2026-03-312026-04-15

VWO VANGUARD INTL EQUITY INDEX F60.4K shares-1.45%2026-03-312026-04-15

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PATK PATRICK INDS INC14.3K shares0.00%2026-03-312026-04-15

EFA ISHARES TR15.5K shares-2.37%2026-03-312026-04-15

AAPL APPLE INC4.1K shares-2.73%2026-03-312026-04-15

LLY ELI LILLY & CO1.1K shares40.73%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS4.2K shares-0.96%2026-03-312026-04-15

CMI CUMMINS INC1.6K shares0.00%2026-03-312026-04-15

MSFT MICROSOFT CORP2.1K shares7.80%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T1.1K shares0.00%2026-03-312026-04-15

Sponsored

VGT VANGUARD WORLD FD1.0K shares-0.78%2026-03-312026-04-15

CAT CATERPILLAR INC935 shares0.00%2026-03-312026-04-15

TJX TJX COS INC NEW3.8K shares0.00%2026-03-312026-04-15

EWX SPDR INDEX SHS FDS8.8K shares0.00%2026-03-312026-04-15

TSLA TESLA INC1.5K shares-2.11%2026-03-312026-04-15

IJR ISHARES TR4.1K shares-0.39%2026-03-312026-04-15

EEM ISHARES TR8.5K shares-2.35%2026-03-312026-04-15

IJH ISHARES TR6.9K shares-2.85%2026-03-312026-04-15

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AMZN AMAZON COM INC2.0K shares3.73%2026-03-312026-04-15

VTI VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO1.1K shares0.00%2026-03-312026-04-15

WMT WALMART INC2.5K shares2.71%2026-03-312026-04-15

LMT LOCKHEED MARTIN CORP500 shares0.00%2026-03-312026-04-15

VUG VANGUARD INDEX FDS603 shares-4.74%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.00%2026-03-312026-04-15

SHW SHERWIN WILLIAMS CO750 shares0.00%2026-03-312026-04-15

Sponsored

CVX CHEVRON CORPORATION1.1K sharesnew addition2026-03-312026-04-15

NVDA NVIDIA CORPORATION1.2K shares0.00%2026-03-312026-04-15

CB CHUBB LTD SWITZ647 sharesnew addition2026-03-312026-04-15

PEP PEPSICO INC1.4K sharesnew addition2026-03-312026-04-15

SVC SERVICE PPTYS TR15.5K shares0.00%2026-03-312026-04-15

VANGUARD INDEX FDS

-3.62%

Shares51.3K

Event2026-03-31

Filed2026-04-15

BIL

SPDR SERIES TRUST

14.42%

Shares117.3K

Event2026-03-31

Filed2026-04-15

INVESCO QQQ TR

-0.97%

Shares16.4K

Event2026-03-31

Filed2026-04-15

VEA

VANGUARD TAX-MANAGED FDS

-0.66%

Shares141.5K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

-1.38%

Shares12.7K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-0.95%

Shares25.5K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-1.22%

Shares27.3K

Event2026-03-31

Filed2026-04-15

VWO

VANGUARD INTL EQUITY INDEX F

-1.45%

Shares60.4K

Event2026-03-31

Filed2026-04-15

PATK

PATRICK INDS INC

0.00%

Shares14.3K

Event2026-03-31

Filed2026-04-15

EFA

ISHARES TR

-2.37%

Shares15.5K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-2.73%

Shares4.1K

Event2026-03-31

Filed2026-04-15

LLY

ELI LILLY & CO

40.73%

Shares1.1K

Event2026-03-31

Filed2026-04-15

VIG

VANGUARD SPECIALIZED FUNDS

-0.96%

Shares4.2K

Event2026-03-31

Filed2026-04-15

CMI

CUMMINS INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

7.80%

Shares2.1K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-15

VGT

VANGUARD WORLD FD

-0.78%

Shares1.0K

Event2026-03-31

Filed2026-04-15

CAT

CATERPILLAR INC

0.00%

Shares935

Event2026-03-31

Filed2026-04-15

TJX

TJX COS INC NEW

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-15

EWX

SPDR INDEX SHS FDS

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-15

TSLA

TESLA INC

-2.11%

Shares1.5K

Event2026-03-31

Filed2026-04-15

IJR

ISHARES TR

-0.39%

Shares4.1K

Event2026-03-31

Filed2026-04-15

EEM

ISHARES TR

-2.35%

Shares8.5K

Event2026-03-31

Filed2026-04-15

IJH

ISHARES TR

-2.85%

Shares6.9K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

3.73%

Shares2.0K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

2.71%

Shares2.5K

Event2026-03-31

Filed2026-04-15

LMT

LOCKHEED MARTIN CORP

0.00%

Shares500

Event2026-03-31

Filed2026-04-15

VUG

VANGUARD INDEX FDS

-4.74%

Shares603

Event2026-03-31

Filed2026-04-15

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-15

SHW

SHERWIN WILLIAMS CO

0.00%

Shares750

Event2026-03-31

Filed2026-04-15

CVX

CHEVRON CORPORATION

New

Shares1.1K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-15

CHUBB LTD SWITZ

New

Shares647

Event2026-03-31

Filed2026-04-15

PEP

PEPSICO INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-15

SVC

SERVICE PPTYS TR

0.00%

Shares15.5K

Event2026-03-31

Filed2026-04-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available