Sponsored

The Analysis of INVESTMENT PARTNERS, LTD.'s Holdings & P&L

Currently, INVESTMENT PARTNERS, LTD. holds 152 types of securities in its portfolio with a total value $281.1M. In the most recent quarter, they have increased their positions in VEA (+10.3K shares, valued at $662.5K), BSV (+7.5K shares, valued at $584.2K), VTI (+1.7K shares, valued at $551.4K); decreased their positions in IWF (-1.2K shares, valued at $492.5K), USMV (-5.3K shares, valued at $488.7K), SHYG (-9.8K shares, valued at $416.2K); initiated new positions in VTI (+1.7K shares, valued at $551.4K), VONG (+3.8K shares, valued at $415.1K), LHX (+826 shares, valued at $284.9K).

1M P&L

-41.1M-12.33%

3M P&L

-47.2M-13.88%

HY P&L

-33.7M-10.33%

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/A176.8M

65.8%

2Software - Infrastructure11.9M

4.4%

3Semiconductors11.5M

4.3%

Top Industries by Stock Count

1N/A64 stocks

45.7%

2Drug Manufacturers - General7 stocks

5.0%

3Semiconductors5 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS277.6K shares3.87%2026-03-312026-05-05

IWF ISHARES TR34.7K shares-3.22%2026-03-312026-05-05

IWD ISHARES TR56.8K shares-0.07%2026-03-312026-05-05

AAPL APPLE INC35.3K shares-0.07%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F155.0K shares-1.75%2026-03-312026-05-05

NVDA NVIDIA CORPORATION46.3K shares-1.78%2026-03-312026-05-05

MSFT MICROSOFT CORP20.2K shares-0.77%2026-03-312026-05-05

BSV VANGUARD BD INDEX FDS92.3K shares8.78%2026-03-312026-05-05

Sponsored

VIG VANGUARD SPECIALIZED FUNDS30.4K shares-0.36%2026-03-312026-05-05

IGSB ISHARES TR119.7K shares5.99%2026-03-312026-05-05

IVW ISHARES TR55.0K shares2.33%2026-03-312026-05-05

IWP ISHARES TR43.1K shares-0.34%2026-03-312026-05-05

IEFA ISHARES TR60.9K shares-1.36%2026-03-312026-05-05

IWS ISHARES TR37.6K shares-2.37%2026-03-312026-05-05

LLY ELI LILLY & CO5.8K shares0.40%2026-03-312026-05-05

IVE ISHARES TR24.4K shares2.88%2026-03-312026-05-05

Sponsored

JPM JPMORGAN CHASE & CO17.3K shares-0.14%2026-03-312026-05-05

SHYG ISHARES TR115.4K shares-7.86%2026-03-312026-05-05

EFA ISHARES TR41.7K shares-0.12%2026-03-312026-05-05

XLU SELECT SECTOR SPDR TR78.3K shares-0.09%2026-03-312026-05-05

IAGG ISHARES TR67.0K shares11.23%2026-03-312026-05-05

IVV ISHARES TR5.0K shares-2.30%2026-03-312026-05-05

IWN ISHARES TR17.2K shares-2.49%2026-03-312026-05-05

SLV ISHARES SILVER TR43.6K shares1.71%2026-03-312026-05-05

Sponsored

USMV ISHARES TR31.2K shares-14.47%2026-03-312026-05-05

IWO ISHARES TR8.7K shares-1.01%2026-03-312026-05-05

VO VANGUARD INDEX FDS9.3K shares-1.25%2026-03-312026-05-05

XOM EXXON MOBIL CORP15.6K shares0.35%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.1K shares-5.00%2026-03-312026-05-05

CAT CATERPILLAR INC3.4K shares0.23%2026-03-312026-05-05

MUB ISHARES TR22.7K shares0.81%2026-03-312026-05-05

AEP AMERICAN ELEC PWR CO INC18.0K shares-1.85%2026-03-312026-05-05

Sponsored

WMT WALMART INC18.6K shares-6.00%2026-03-312026-05-05

ALPHABET INC ALPHABET INC8.0K shares0.48%2026-03-312026-05-05

SDY SPDR SERIES TRUST15.5K shares0.00%2026-03-312026-05-05

ORCL ORACLE CORP15.3K shares3.26%2026-03-312026-05-05

GLD SPDR GOLD TR5.2K shares-0.19%2026-03-312026-05-05

SPDW SPDR INDEX SHS FDS45.9K shares-2.98%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION2.1K shares-0.57%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR3.4K shares-5.05%2026-03-312026-05-05

Sponsored

ALPHABET INC ALPHABET INC6.6K shares0.14%2026-03-312026-05-05

VIGI VANGUARD WHITEHALL FDS21.3K shares0.00%2026-03-312026-05-05

PREF PRINCIPAL EXCHANGE TRADED FD99.5K shares0.00%2026-03-312026-05-05

IJH ISHARES TR27.5K shares-0.25%2026-03-312026-05-05

VNQ VANGUARD INDEX FDS20.5K shares0.00%2026-03-312026-05-05

VB VANGUARD INDEX FDS6.6K shares-1.80%2026-03-312026-05-05

PEP PEPSICO INC11.1K shares0.17%2026-03-312026-05-05

MCD MCDONALDS CORP5.5K shares-0.63%2026-03-312026-05-05

Sponsored

HDEF DBX ETF TR52.0K shares-0.18%2026-03-312026-05-05

XMPT VANECK ETF TRUST77.4K shares0.00%2026-03-312026-05-05

IBIT ISHARES BITCOIN TRUST ETF42.2K shares0.00%2026-03-312026-05-05

MU MICRON TECHNOLOGY INC4.4K shares10.28%2026-03-312026-05-05

CVX CHEVRON CORPORATION7.1K shares-0.77%2026-03-312026-05-05

ADP AUTOMATIC DATA PROCESSING IN7.0K shares-1.07%2026-03-312026-05-05

HD HOME DEPOT INC4.2K shares-4.59%2026-03-312026-05-05

AMZN AMAZON COM INC6.4K shares-17.54%2026-03-312026-05-05

Sponsored

ABBV ABBVIE INC6.0K shares46.61%2026-03-312026-05-05

ASML ASML HLDG NV971 shares-2.41%2026-03-312026-05-05

PG PROCTER & GAMBLE CO8.0K shares5.30%2026-03-312026-05-05

PLTR PALANTIR TECHNOLOGIES INC7.9K shares0.01%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON4.7K shares3.03%2026-03-312026-05-05

DGRO ISHARES TR15.7K shares-9.29%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T1.6K shares13.69%2026-03-312026-05-05

TSM TAIWAN SEMICONDUCTOR MANUFAC3.0K shares2.93%2026-03-312026-05-05

Sponsored

CSCO CISCO SYS INC12.9K shares2.28%2026-03-312026-05-05

KO COCA COLA CO13.1K shares0.00%2026-03-312026-05-05

XLE SELECT SECTOR SPDR TR16.2K shares0.94%2026-03-312026-05-05

SDVY FIRST TR EXCHANGE TRADED FD24.1K shares0.10%2026-03-312026-05-05

HBAN HUNTINGTON BANCSHARES INC60.1K shares-0.94%2026-03-312026-05-05

IWM ISHARES TR3.7K shares5.38%2026-03-312026-05-05

VONV VANGUARD SCOTTSDALE FDS9.5K shares48.90%2026-03-312026-05-05

V VISA INC2.9K shares-29.53%2026-03-312026-05-05

Sponsored

LMT LOCKHEED MARTIN CORP1.5K shares0.27%2026-03-312026-05-05

XLI SELECT SECTOR SPDR TR5.4K shares-3.03%2026-03-312026-05-05

EFAV ISHARES TR9.6K shares-12.38%2026-03-312026-05-05

ETHA ISHARES ETHEREUM TR54.4K shares3.81%2026-03-312026-05-05

NOC NORTHROP GRUMMAN CORP1.3K shares20.44%2026-03-312026-05-05

DNP DNP SELECT INCOME FD INC82.8K shares0.71%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS3.4K shares3.94%2026-03-312026-05-05

VSS VANGUARD INTL EQUITY INDEX F5.4K shares-1.22%2026-03-312026-05-05

Sponsored

VZ VERIZON COMMUNICATIONS INC15.8K shares-8.79%2026-03-312026-05-05

XLF SELECT SECTOR SPDR TR15.6K shares-8.72%2026-03-312026-05-05

BMY BRISTOL-MYERS SQUIBB CO12.5K shares-0.10%2026-03-312026-05-05

SUB ISHARES TR6.8K shares5.39%2026-03-312026-05-05

CRWD CROWDSTRIKE HLDGS INC1.8K shares0.00%2026-03-312026-05-05

ABT ABBOTT LABORATORIES6.8K shares29.13%2026-03-312026-05-05

HYD VANECK ETF TRUST13.6K shares5.71%2026-03-312026-05-05

TMO THERMO FISHER SCIENTIFIC INC1.4K shares0.00%2026-03-312026-05-05

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.0K shares-5.78%2026-03-312026-05-05

HDV ISHARES TR4.9K shares0.04%2026-03-312026-05-05

TSLA TESLA INC1.8K shares-5.58%2026-03-312026-05-05

GILD GILEAD SCIENCES INC4.7K shares0.50%2026-03-312026-05-05

GS GOLDMAN SACHS GROUP INC755 shares-11.80%2026-03-312026-05-05

ENB ENBRIDGE INC11.6K shares0.65%2026-03-312026-05-05

XLB SELECT SECTOR SPDR TR12.2K shares-20.97%2026-03-312026-05-05

MERCK & CO INC MERCK & CO INC5.0K shares-0.88%2026-03-312026-05-05

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.0K shares0.00%2026-03-312026-05-05

VTI VANGUARD INDEX FDS1.7K sharesnew addition2026-03-312026-05-05

CAVA CAVA GROUP INC6.8K shares25.55%2026-03-312026-05-05

ISRG INTUITIVE SURGICAL INC1.2K shares-1.25%2026-03-312026-05-05

DVY ISHARES TR3.5K shares0.06%2026-03-312026-05-05

XLP SELECT SECTOR SPDR TR6.3K shares0.00%2026-03-312026-05-05

EATON CORP PLC EATON CORP PLC1.4K shares9.73%2026-03-312026-05-05

VRT VERTIV HOLDINGS CO2.0K shares0.00%2026-03-312026-05-05

Sponsored

AOM ISHARES TR10.5K shares0.00%2026-03-312026-05-05

HON HONEYWELL INTL INC2.2K shares-0.05%2026-03-312026-05-05

DIS DISNEY WALT CO5.2K shares-0.46%2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE1.7K shares6.00%2026-03-312026-05-05

NEE NEXTERA ENERGY INC5.2K shares34.36%2026-03-312026-05-05

ADI ANALOG DEVICES INC1.5K shares-7.85%2026-03-312026-05-05

INTC INTEL CORP10.4K shares-2.86%2026-03-312026-05-05

PRK PARK NATL CORP2.8K shares0.00%2026-03-312026-05-05

Sponsored

PFE PFIZER INC16.1K shares-7.35%2026-03-312026-05-05

BKLN INVESCO EXCH TRADED FD TR II22.1K shares19.59%2026-03-312026-05-05

ALL ALLSTATE CORP2.1K shares0.10%2026-03-312026-05-05

CINF CINCINNATI FINL CORP2.7K shares-4.96%2026-03-312026-05-05

VONG VANGUARD SCOTTSDALE FDS3.8K sharesnew addition2026-03-312026-05-05

VST VISTRA CORP2.7K shares0.15%2026-03-312026-05-05

BLACKROCK INC BLACKROCK INC419 shares-4.99%2026-03-312026-05-05

SHV ISHARES TR3.6K shares0.00%2026-03-312026-05-05

Sponsored

T AT&T INC13.5K shares28.61%2026-03-312026-05-05

VUG VANGUARD INDEX FDS887 shares17.80%2026-03-312026-05-05

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II5.0K shares0.34%2026-03-312026-05-05

KLAC KLA CORP250 shares0.00%2026-03-312026-05-05

AMG AFFILIATED MANAGERS GROUP1.3K shares-4.20%2026-03-312026-05-05

MS MORGAN STANLEY2.1K shares0.10%2026-03-312026-05-05

BAC BANK AMERICA CORP7.0K shares-6.59%2026-03-312026-05-05

DLR DIGITAL RLTY TR INC1.9K shares8.28%2026-03-312026-05-05

Sponsored

CL COLGATE PALMOLIVE CO3.9K shares0.28%2026-03-312026-05-05

BA BOEING CO1.7K shares0.00%2026-03-312026-05-05

META META PLATFORMS INC575 shares27.49%2026-03-312026-05-05

PAVE GLOBAL X FDS6.4K shares6.47%2026-03-312026-05-05

GEV GE VERNOVA INC359 shares0.28%2026-03-312026-05-05

MMC MARSH & MCLENNAN COS INC1.7K shares0.00%2026-03-312026-05-05

LHX L3HARRIS TECHNOLOGIES INC826 sharesnew addition2026-03-312026-05-05

PSX PHILLIPS 661.6K shares-17.46%2026-03-312026-05-05

Sponsored

YUM YUM BRANDS INC1.8K shares0.28%2026-03-312026-05-05

ALPS ETF TR ALPS ETF TR5.3K sharesnew addition2026-03-312026-05-05

ARTY ISHARES TR5.9K shares-1.02%2026-03-312026-05-05

MDY STATE STR SPDR S&P MIDCAP 40424 shares0.00%2026-03-312026-05-05

PANW PALO ALTO NETWORKS INC1.6K shares-18.50%2026-03-312026-05-05

MPC MARATHON PETE CORP1.0K sharesnew addition2026-03-312026-05-05

J JACOBS SOLUTIONS INC1.9K shares-0.85%2026-03-312026-05-05

AMGN AMGEN INC659 shares4.27%2026-03-312026-05-05

Sponsored

INDA ISHARES TR4.9K shares-3.65%2026-03-312026-05-05

IJR ISHARES TR1.8K shares-3.50%2026-03-312026-05-05

WFC WELLS FARGO & CO2.9K shares0.28%2026-03-312026-05-05

AFL AFLAC INC2.0K shares-35.23%2026-03-312026-05-05

BIDD BLACKROCK ETF TRUST7.5K sharesnew addition2026-03-312026-05-05

CAH CARDINAL HEALTH INC960 sharesnew addition2026-03-312026-05-05

FMNB FARMERS NATIONAL BANC CORP10.6K sharesnew addition2026-03-312026-05-05

PFLT PENNANTPARK FLOATING RATE CA10.0K shares0.00%2026-03-312026-05-05

Sponsored

VEA

VANGUARD TAX-MANAGED FDS

3.87%

Shares277.6K

Event2026-03-31

Filed2026-05-05

IWF

ISHARES TR

-3.22%

Shares34.7K

Event2026-03-31

Filed2026-05-05

IWD

ISHARES TR

-0.07%

Shares56.8K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-0.07%

Shares35.3K

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

-1.75%

Shares155.0K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

-1.78%

Shares46.3K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

-0.77%

Shares20.2K

Event2026-03-31

Filed2026-05-05

BSV

VANGUARD BD INDEX FDS

8.78%

Shares92.3K

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD SPECIALIZED FUNDS

-0.36%

Shares30.4K

Event2026-03-31

Filed2026-05-05

IGSB

ISHARES TR

5.99%

Shares119.7K

Event2026-03-31

Filed2026-05-05

IVW

ISHARES TR

2.33%

Shares55.0K

Event2026-03-31

Filed2026-05-05

IWP

ISHARES TR

-0.34%

Shares43.1K

Event2026-03-31

Filed2026-05-05

IEFA

ISHARES TR

-1.36%

Shares60.9K

Event2026-03-31

Filed2026-05-05

IWS

ISHARES TR

-2.37%

Shares37.6K

Event2026-03-31

Filed2026-05-05

LLY

ELI LILLY & CO

0.40%

Shares5.8K

Event2026-03-31

Filed2026-05-05

IVE

ISHARES TR

2.88%

Shares24.4K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

-0.14%

Shares17.3K

Event2026-03-31

Filed2026-05-05

SHYG

ISHARES TR

-7.86%

Shares115.4K

Event2026-03-31

Filed2026-05-05

EFA

ISHARES TR

-0.12%

Shares41.7K

Event2026-03-31

Filed2026-05-05

XLU

SELECT SECTOR SPDR TR

-0.09%

Shares78.3K

Event2026-03-31

Filed2026-05-05

IAGG

ISHARES TR

11.23%

Shares67.0K

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

-2.30%

Shares5.0K

Event2026-03-31

Filed2026-05-05

IWN

ISHARES TR

-2.49%

Shares17.2K

Event2026-03-31

Filed2026-05-05

SLV

ISHARES SILVER TR

1.71%

Shares43.6K

Event2026-03-31

Filed2026-05-05

USMV

ISHARES TR

-14.47%

Shares31.2K

Event2026-03-31

Filed2026-05-05

IWO

ISHARES TR

-1.01%

Shares8.7K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-1.25%

Shares9.3K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

0.35%

Shares15.6K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

-5.00%

Shares5.1K

Event2026-03-31

Filed2026-05-05

CAT

CATERPILLAR INC

0.23%

Shares3.4K

Event2026-03-31

Filed2026-05-05

MUB

ISHARES TR

0.81%

Shares22.7K

Event2026-03-31

Filed2026-05-05

AEP

AMERICAN ELEC PWR CO INC

-1.85%

Shares18.0K

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

-6.00%

Shares18.6K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

0.48%

Shares8.0K

Event2026-03-31

Filed2026-05-05

SDY

SPDR SERIES TRUST

0.00%

Shares15.5K

Event2026-03-31

Filed2026-05-05

ORCL

ORACLE CORP

3.26%

Shares15.3K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

-0.19%

Shares5.2K

Event2026-03-31

Filed2026-05-05

SPDW

SPDR INDEX SHS FDS

-2.98%

Shares45.9K

Event2026-03-31

Filed2026-05-05

COST

COSTCO WHOLESALE CORPORATION

-0.57%

Shares2.1K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

-5.05%

Shares3.4K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

0.14%

Shares6.6K

Event2026-03-31

Filed2026-05-05

VIGI

VANGUARD WHITEHALL FDS

0.00%

Shares21.3K

Event2026-03-31

Filed2026-05-05

PREF

PRINCIPAL EXCHANGE TRADED FD

0.00%

Shares99.5K

Event2026-03-31

Filed2026-05-05

IJH

ISHARES TR

-0.25%

Shares27.5K

Event2026-03-31

Filed2026-05-05

VNQ

VANGUARD INDEX FDS

0.00%

Shares20.5K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-1.80%

Shares6.6K

Event2026-03-31

Filed2026-05-05

PEP

PEPSICO INC

0.17%

Shares11.1K

Event2026-03-31

Filed2026-05-05

MCD

MCDONALDS CORP

-0.63%

Shares5.5K

Event2026-03-31

Filed2026-05-05

HDEF

DBX ETF TR

-0.18%

Shares52.0K

Event2026-03-31

Filed2026-05-05

XMPT

VANECK ETF TRUST

0.00%

Shares77.4K

Event2026-03-31

Filed2026-05-05

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares42.2K

Event2026-03-31

Filed2026-05-05

MICRON TECHNOLOGY INC

10.28%

Shares4.4K

Event2026-03-31

Filed2026-05-05

CVX

CHEVRON CORPORATION

-0.77%

Shares7.1K

Event2026-03-31

Filed2026-05-05

ADP

AUTOMATIC DATA PROCESSING IN

-1.07%

Shares7.0K

Event2026-03-31

Filed2026-05-05

HOME DEPOT INC

-4.59%

Shares4.2K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

-17.54%

Shares6.4K

Event2026-03-31

Filed2026-05-05

ABBV

ABBVIE INC

46.61%

Shares6.0K

Event2026-03-31

Filed2026-05-05

ASML

ASML HLDG NV

-2.41%

Shares971

Event2026-03-31

Filed2026-05-05

PROCTER & GAMBLE CO

5.30%

Shares8.0K

Event2026-03-31

Filed2026-05-05

PLTR

PALANTIR TECHNOLOGIES INC

0.01%

Shares7.9K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

3.03%

Shares4.7K

Event2026-03-31

Filed2026-05-05

DGRO

ISHARES TR

-9.29%

Shares15.7K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

13.69%

Shares1.6K

Event2026-03-31

Filed2026-05-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.93%

Shares3.0K

Event2026-03-31

Filed2026-05-05

CSCO

CISCO SYS INC

2.28%

Shares12.9K

Event2026-03-31

Filed2026-05-05

COCA COLA CO

0.00%

Shares13.1K

Event2026-03-31

Filed2026-05-05

XLE

SELECT SECTOR SPDR TR

0.94%

Shares16.2K

Event2026-03-31

Filed2026-05-05

SDVY

FIRST TR EXCHANGE TRADED FD

0.10%

Shares24.1K

Event2026-03-31

Filed2026-05-05

HBAN

HUNTINGTON BANCSHARES INC

-0.94%

Shares60.1K

Event2026-03-31

Filed2026-05-05

IWM

ISHARES TR

5.38%

Shares3.7K

Event2026-03-31

Filed2026-05-05

VONV

VANGUARD SCOTTSDALE FDS

48.90%

Shares9.5K

Event2026-03-31

Filed2026-05-05

VISA INC

-29.53%

Shares2.9K

Event2026-03-31

Filed2026-05-05

LMT

LOCKHEED MARTIN CORP

0.27%

Shares1.5K

Event2026-03-31

Filed2026-05-05

XLI

SELECT SECTOR SPDR TR

-3.03%

Shares5.4K

Event2026-03-31

Filed2026-05-05

EFAV

ISHARES TR

-12.38%

Shares9.6K

Event2026-03-31

Filed2026-05-05

ETHA

ISHARES ETHEREUM TR

3.81%

Shares54.4K

Event2026-03-31

Filed2026-05-05

NOC

NORTHROP GRUMMAN CORP

20.44%

Shares1.3K

Event2026-03-31

Filed2026-05-05

DNP

DNP SELECT INCOME FD INC

0.71%

Shares82.8K

Event2026-03-31

Filed2026-05-05

IBM

INTERNATIONAL BUSINESS MACHS

3.94%

Shares3.4K

Event2026-03-31

Filed2026-05-05

VSS

VANGUARD INTL EQUITY INDEX F

-1.22%

Shares5.4K

Event2026-03-31

Filed2026-05-05

VERIZON COMMUNICATIONS INC

-8.79%

Shares15.8K

Event2026-03-31

Filed2026-05-05

XLF

SELECT SECTOR SPDR TR

-8.72%

Shares15.6K

Event2026-03-31

Filed2026-05-05

BMY

BRISTOL-MYERS SQUIBB CO

-0.10%

Shares12.5K

Event2026-03-31

Filed2026-05-05

SUB

ISHARES TR

5.39%

Shares6.8K

Event2026-03-31

Filed2026-05-05

CRWD

CROWDSTRIKE HLDGS INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-05

ABT

ABBOTT LABORATORIES

29.13%

Shares6.8K

Event2026-03-31

Filed2026-05-05

HYD

VANECK ETF TRUST

5.71%

Shares13.6K

Event2026-03-31

Filed2026-05-05

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-05

GENERAL DYNAMICS CORP

-5.78%

Shares2.0K

Event2026-03-31

Filed2026-05-05

HDV

ISHARES TR

0.04%

Shares4.9K

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC

-5.58%

Shares1.8K

Event2026-03-31

Filed2026-05-05

GILD

GILEAD SCIENCES INC

0.50%

Shares4.7K

Event2026-03-31

Filed2026-05-05

GOLDMAN SACHS GROUP INC

-11.80%

Shares755

Event2026-03-31

Filed2026-05-05

ENB

ENBRIDGE INC

0.65%

Shares11.6K

Event2026-03-31

Filed2026-05-05

XLB

SELECT SECTOR SPDR TR

-20.97%

Shares12.2K

Event2026-03-31

Filed2026-05-05

MERCK & CO INC

-0.88%

Shares5.0K

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

New

Shares1.7K

Event2026-03-31

Filed2026-05-05

CAVA

CAVA GROUP INC

25.55%

Shares6.8K

Event2026-03-31

Filed2026-05-05

ISRG

INTUITIVE SURGICAL INC

-1.25%

Shares1.2K

Event2026-03-31

Filed2026-05-05

DVY

ISHARES TR

0.06%

Shares3.5K

Event2026-03-31

Filed2026-05-05

XLP

SELECT SECTOR SPDR TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-05

EATON CORP PLC

9.73%

Shares1.4K

Event2026-03-31

Filed2026-05-05

VRT

VERTIV HOLDINGS CO

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-05

AOM

ISHARES TR

0.00%

Shares10.5K

Event2026-03-31

Filed2026-05-05

HON

HONEYWELL INTL INC

-0.05%

Shares2.2K

Event2026-03-31

Filed2026-05-05

DIS

DISNEY WALT CO

-0.46%

Shares5.2K

Event2026-03-31

Filed2026-05-05

GE AEROSPACE

6.00%

Shares1.7K

Event2026-03-31

Filed2026-05-05

NEE

NEXTERA ENERGY INC

34.36%

Shares5.2K

Event2026-03-31

Filed2026-05-05

ADI

ANALOG DEVICES INC

-7.85%

Shares1.5K

Event2026-03-31

Filed2026-05-05

INTC

INTEL CORP

-2.86%

Shares10.4K

Event2026-03-31

Filed2026-05-05

PRK

PARK NATL CORP

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-05

PFE

PFIZER INC

-7.35%

Shares16.1K

Event2026-03-31

Filed2026-05-05

BKLN

INVESCO EXCH TRADED FD TR II

19.59%

Shares22.1K

Event2026-03-31

Filed2026-05-05

ALL

ALLSTATE CORP

0.10%

Shares2.1K

Event2026-03-31

Filed2026-05-05

CINF

CINCINNATI FINL CORP

-4.96%

Shares2.7K

Event2026-03-31

Filed2026-05-05

VONG

VANGUARD SCOTTSDALE FDS

New

Shares3.8K

Event2026-03-31

Filed2026-05-05

VST

VISTRA CORP

0.15%

Shares2.7K

Event2026-03-31

Filed2026-05-05

BLACKROCK INC

-4.99%

Shares419

Event2026-03-31

Filed2026-05-05

SHV

ISHARES TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-05

AT&T INC

28.61%

Shares13.5K

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

17.80%

Shares887

Event2026-03-31

Filed2026-05-05

INVESCO EXCH TRADED FD TR II

0.34%

Shares5.0K

Event2026-03-31

Filed2026-05-05

KLAC

KLA CORP

0.00%

Shares250

Event2026-03-31

Filed2026-05-05

AMG

AFFILIATED MANAGERS GROUP

-4.20%

Shares1.3K

Event2026-03-31

Filed2026-05-05

MORGAN STANLEY

0.10%

Shares2.1K

Event2026-03-31

Filed2026-05-05

BAC

BANK AMERICA CORP

-6.59%

Shares7.0K

Event2026-03-31

Filed2026-05-05

DLR

DIGITAL RLTY TR INC

8.28%

Shares1.9K

Event2026-03-31

Filed2026-05-05

COLGATE PALMOLIVE CO

0.28%

Shares3.9K

Event2026-03-31

Filed2026-05-05

BOEING CO

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-05