Sponsored

The Analysis of Jackson, Grant Investment Advisers, Inc.'s Holdings & P&L

Currently, Jackson, Grant Investment Advisers, Inc. holds 398 types of securities in its portfolio with a total value $299.5M. In the most recent quarter, they have increased their positions in VXUS (+7.9K shares, valued at $608.1K), SPXX (+26.9K shares, valued at $431.8K), BND (+4.1K shares, valued at $302.7K); decreased their positions in N/A (-4.9K shares, valued at $355.2K), XOM (-1.8K shares, valued at $298.8K), SPY (-361 shares, valued at $234.8K); initiated new positions in SPXX (+26.9K shares, valued at $431.8K), N/A (+2.0K shares, valued at $37.2K), N/A (+134 shares, valued at $26.0K).

1M P&L

+2.2M+0.84%

3M P&L

-65.2M-19.48%

HY P&L

-53.8M-16.65%

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/A176.4M

71.4%

2Drug Manufacturers - General13.9M

5.6%

3Software - Infrastructure7.1M

2.9%

Top Industries by Stock Count

1N/A117 stocks

32.6%

2Drug Manufacturers - General9 stocks

2.5%

3Utilities - Regulated Electric9 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T59.4K shares-0.60%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T156.1K shares-0.21%2026-03-312026-05-08

SDY SPDR SERIES TRUST175.5K shares-0.21%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS100.0K shares-0.44%2026-03-312026-05-08

VO VANGUARD INDEX FDS51.7K shares1.29%2026-03-312026-05-08

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II107.0K shares-4.34%2026-03-312026-05-08

MSFT MICROSOFT CORP18.4K shares0.35%2026-03-312026-05-08

ABBV ABBVIE INC30.6K shares-1.79%2026-03-312026-05-08

Sponsored

DVY ISHARES TR38.4K shares-1.27%2026-03-312026-05-08

SPYM SPDR SERIES TRUST71.8K shares-2.46%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS9.1K shares-0.32%2026-03-312026-05-08

AAPL APPLE INC20.8K shares-1.77%2026-03-312026-05-08

AGG ISHARES TR52.1K shares0.18%2026-03-312026-05-08

IVV ISHARES TR6.5K shares-1.06%2026-03-312026-05-08

PG PROCTER & GAMBLE CO27.5K shares-0.09%2026-03-312026-05-08

PFF ISHARES TR130.5K shares-0.96%2026-03-312026-05-08

Sponsored

XLV SELECT SECTOR SPDR TR24.1K shares-0.45%2026-03-312026-05-08

TJX TJX COS INC NEW21.9K shares-1.06%2026-03-312026-05-08

XLY SELECT SECTOR SPDR TR32.0K shares0.11%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON13.8K shares-1.03%2026-03-312026-05-08

NOBL PROSHARES TR29.9K shares0.26%2026-03-312026-05-08

VTI VANGUARD INDEX FDS9.1K shares-0.12%2026-03-312026-05-08

SPTM SPDR SERIES TRUST34.9K shares4.61%2026-03-312026-05-08

XOM EXXON MOBIL CORP15.5K shares-10.18%2026-03-312026-05-08

Sponsored

MCD MCDONALDS CORP7.6K shares0.39%2026-03-312026-05-08

IWM ISHARES TR9.5K shares5.39%2026-03-312026-05-08

LLY ELI LILLY & CO2.6K shares-6.82%2026-03-312026-05-08

WMT WALMART INC18.3K shares1.37%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR3.2K shares0.03%2026-03-312026-05-08

KO COCA COLA CO23.9K shares1.45%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.7K shares0.00%2026-03-312026-05-08

XLK SELECT SECTOR SPDR TR12.8K shares0.11%2026-03-312026-05-08

Sponsored

HDV ISHARES TR12.0K shares0.63%2026-03-312026-05-08

VUG VANGUARD INDEX FDS3.7K shares0.05%2026-03-312026-05-08

IWO ISHARES TR4.9K shares-2.77%2026-03-312026-05-08

EMR EMERSON ELEC CO11.7K shares1.80%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC12.5K shares-7.22%2026-03-312026-05-08

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-05-08

XLF SELECT SECTOR SPDR TR28.8K shares18.88%2026-03-312026-05-08

SPYG SPDR SERIES TRUST14.2K shares0.11%2026-03-312026-05-08

Sponsored

PGX INVESCO EXCH TRADED FD TR II113.0K shares-3.31%2026-03-312026-05-08

NVDA NVIDIA CORPORATION7.0K shares5.62%2026-03-312026-05-08

DE DEERE & CO2.1K shares0.00%2026-03-312026-05-08

VGT VANGUARD WORLD FD1.7K shares0.06%2026-03-312026-05-08

GLD SPDR GOLD TR2.4K shares3.79%2026-03-312026-05-08

XLU SELECT SECTOR SPDR TR22.2K shares-4.42%2026-03-312026-05-08

GLW CORNING INC7.5K shares0.00%2026-03-312026-05-08

CVX CHEVRON CORPORATION4.9K shares0.43%2026-03-312026-05-08

Sponsored

AMZN AMAZON COM INC4.7K shares4.43%2026-03-312026-05-08

VTV VANGUARD INDEX FDS4.8K shares0.19%2026-03-312026-05-08

BND VANGUARD BD INDEX FDS12.4K shares49.63%2026-03-312026-05-08

IWC ISHARES TR5.5K shares0.11%2026-03-312026-05-08

ALPHABET INC ALPHABET INC3.1K shares0.00%2026-03-312026-05-08

REGL PROSHARES TR10.2K shares0.30%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS3.6K shares0.11%2026-03-312026-05-08

PEP PEPSICO INC5.6K shares1.16%2026-03-312026-05-08

Sponsored

XLP SELECT SECTOR SPDR TR10.3K shares-3.06%2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS5.7K shares0.27%2026-03-312026-05-08

AMGN AMGEN INC2.4K shares0.04%2026-03-312026-05-08

ALPHABET INC ALPHABET INC2.9K shares5.17%2026-03-312026-05-08

ABT ABBOTT LABORATORIES8.0K shares0.08%2026-03-312026-05-08

IVW ISHARES TR7.0K shares0.09%2026-03-312026-05-08

ASML ASML HLDG NV579 shares0.87%2026-03-312026-05-08

IVE ISHARES TR3.4K shares0.38%2026-03-312026-05-08

Sponsored

T AT&T INC24.9K shares0.18%2026-03-312026-05-08

HD HOME DEPOT INC2.2K shares0.09%2026-03-312026-05-08

BROADCOM INC BROADCOM INC2.3K shares0.00%2026-03-312026-05-08

CSCO CISCO SYS INC8.6K shares0.36%2026-03-312026-05-08

VTEB VANGUARD MUN BD FDS13.3K shares4.66%2026-03-312026-05-08

VXUS VANGUARD STAR FDS8.4K shares1446.97%2026-03-312026-05-08

UNH UNITEDHEALTH GROUP INC2.2K shares-4.53%2026-03-312026-05-08

QUAL ISHARES TR2.8K shares0.14%2026-03-312026-05-08

Sponsored

JPM JPMORGAN CHASE & CO1.8K shares3.12%2026-03-312026-05-08

BK BANK NEW YORK MELLON CORP4.0K shares0.00%2026-03-312026-05-08

CL COLGATE PALMOLIVE CO5.6K shares0.23%2026-03-312026-05-08

IWD ISHARES TR2.2K shares0.00%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC2.8K shares0.21%2026-03-312026-05-08

NEE NEXTERA ENERGY INC4.9K shares0.00%2026-03-312026-05-08

BDJ BLACKROCK ENHANCED EQUITY DI52.0K shares1.46%2026-03-312026-05-08

SPXX NUVEEN S&P 500 DYNAMIC OVERW26.9K sharesnew addition2026-03-312026-05-08

Sponsored

CSX CSX CORP10.1K shares0.29%2026-03-312026-05-08

DIS DISNEY WALT CO4.1K shares-0.55%2026-03-312026-05-08

RTX RTX CORPORATION2.1K shares0.15%2026-03-312026-05-08

GSEW GOLDMAN SACHS ETF TR4.5K shares0.00%2026-03-312026-05-08

V VISA INC1.2K shares0.08%2026-03-312026-05-08

PFG PRINCIPAL FINANCIAL GROUP IN4.0K shares0.00%2026-03-312026-05-08

CAT CATERPILLAR INC500 shares0.00%2026-03-312026-05-08

NSC NORFOLK SOUTHN CORP1.2K shares0.00%2026-03-312026-05-08

Sponsored

DFAC DIMENSIONAL ETF TRUST9.0K shares0.00%2026-03-312026-05-08

AEP AMERICAN ELEC PWR CO INC2.6K shares0.34%2026-03-312026-05-08

META META PLATFORMS INC602 shares4.33%2026-03-312026-05-08

HON HONEYWELL INTL INC1.5K shares0.07%2026-03-312026-05-08

VOT VANGUARD INDEX FDS1.2K shares0.24%2026-03-312026-05-08

DHI D R HORTON INC2.2K shares0.00%2026-03-312026-05-08

BAC BANK AMERICA CORP6.3K shares0.00%2026-03-312026-05-08

VNQ VANGUARD INDEX FDS3.5K shares2953.10%2026-03-312026-05-08

Sponsored

CEF SPROTT ASSET MANAGEMENT LP6.2K shares0.00%2026-03-312026-05-08

ORCL ORACLE CORP2.0K shares0.00%2026-03-312026-05-08

SLYG SPDR SERIES TRUST2.9K shares0.17%2026-03-312026-05-08

WFC WELLS FARGO & CO3.4K shares12.31%2026-03-312026-05-08

MO ALTRIA GROUP INC3.9K shares1.20%2026-03-312026-05-08

ITOT ISHARES TR1.8K shares0.11%2026-03-312026-05-08

VBR VANGUARD INDEX FDS1.1K shares0.54%2026-03-312026-05-08

USRT ISHARES TR4.0K shares0.07%2026-03-312026-05-08

Sponsored

SMDV PROSHARES TR3.4K shares0.06%2026-03-312026-05-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP686 shares0.15%2026-03-312026-05-08

PFE PFIZER INC8.4K shares-6.81%2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC4.5K shares6.49%2026-03-312026-05-08

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY2.9K shares0.00%2026-03-312026-05-08

IJS ISHARES TR1.9K shares0.16%2026-03-312026-05-08

ITW ILLINOIS TOOL WKS INC855 shares0.00%2026-03-312026-05-08

SO SOUTHERN CO2.3K shares0.66%2026-03-312026-05-08

Sponsored

FENY FIDELITY COVINGTON TRUST6.3K shares0.00%2026-03-312026-05-08

BMY BRISTOL-MYERS SQUIBB CO3.5K shares-46.45%2026-03-312026-05-08

KMB KIMBERLY-CLARK CORP2.1K shares0.81%2026-03-312026-05-08

VOE VANGUARD INDEX FDS1.1K shares0.56%2026-03-312026-05-08

IJR ISHARES TR1.6K shares1.30%2026-03-312026-05-08

VEU VANGUARD INTL EQUITY INDEX F2.6K shares0.16%2026-03-312026-05-08

SYK STRYKER CORPORATION583 shares0.00%2026-03-312026-05-08

IJJ ISHARES TR1.4K shares0.35%2026-03-312026-05-08

Sponsored

PAVE GLOBAL X FDS3.8K shares0.03%2026-03-312026-05-08

TRV TRAVELERS COMPANIES INC652 shares0.15%2026-03-312026-05-08

XEL XCEL ENERGY INC2.4K shares0.00%2026-03-312026-05-08

DIA STATE STR SPDR DOW JONES IND404 shares0.25%2026-03-312026-05-08

ALL ALLSTATE CORP848 shares0.59%2026-03-312026-05-08

AZO AUTOZONE INC52 shares0.00%2026-03-312026-05-08

VONG VANGUARD SCOTTSDALE FDS1.6K shares0.00%2026-03-312026-05-08

IJH ISHARES TR2.5K shares1.00%2026-03-312026-05-08

Sponsored

VBK VANGUARD INDEX FDS545 shares0.18%2026-03-312026-05-08

IJT ISHARES TR1.1K shares0.09%2026-03-312026-05-08

THOMSON REUTERS CORP THOMSON REUTERS CORP1.8K shares-50.08%2026-03-312026-05-08

ED CONSOLIDATED EDISON INC1.4K shares-23.37%2026-03-312026-05-08

MDY STATE STR SPDR S&P MIDCAP 40259 shares0.39%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION157 shares0.00%2026-03-312026-05-08

EATON CORP PLC EATON CORP PLC435 shares0.00%2026-03-312026-05-08

GILD GILEAD SCIENCES INC1.1K shares0.00%2026-03-312026-05-08

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD3.0K shares0.00%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC180 shares10.43%2026-03-312026-05-08

MGK VANGUARD WORLD FD414 shares-27.87%2026-03-312026-05-08

LOW LOWES COS INC607 shares0.00%2026-03-312026-05-08

MEDTRONIC PLC MEDTRONIC PLC1.6K shares0.12%2026-03-312026-05-08

CHAT TIDAL TRUST II2.3K shares0.00%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS2.1K shares32.59%2026-03-312026-05-08

PGR PROGRESSIVE CORP685 shares0.00%2026-03-312026-05-08

Sponsored

IWF ISHARES TR314 shares118.06%2026-03-312026-05-08

IUSG ISHARES TR845 shares0.00%2026-03-312026-05-08

MAR MARRIOTT INTL INC NEW400 shares0.00%2026-03-312026-05-08

AMD ADVANCED MICRO DEVICES INC616 shares0.00%2026-03-312026-05-08

YUM YUM BRANDS INC797 shares0.13%2026-03-312026-05-08

UNP UNION PAC CORP504 shares0.60%2026-03-312026-05-08

MA MASTERCARD INCORPORATED229 shares25.14%2026-03-312026-05-08

DLB DOLBY LABORATORIES INC1.8K shares0.54%2026-03-312026-05-08

Sponsored

GE AEROSPACE GE AEROSPACE387 shares0.00%2026-03-312026-05-08

ADP AUTOMATIC DATA PROCESSING IN539 shares0.56%2026-03-312026-05-08

CMCSA COMCAST CORP NEW3.8K shares-1.45%2026-03-312026-05-08

VMC VULCAN MATLS CO400 shares0.00%2026-03-312026-05-08

MDLZ MONDELEZ INTL INC1.9K shares0.49%2026-03-312026-05-08

VHT VANGUARD WORLD FD376 shares0.00%2026-03-312026-05-08

LGND LIGAND PHARMACEUTICALS INC500 shares0.00%2026-03-312026-05-08

PPG PPG INDS INC929 shares0.65%2026-03-312026-05-08

Sponsored

WM WASTE MGMT INC DEL426 shares0.47%2026-03-312026-05-08

KLAC KLA CORP66 shares0.00%2026-03-312026-05-08

CITIGROUP INC CITIGROUP INC794 shares0.00%2026-03-312026-05-08

XLI SELECT SECTOR SPDR TR536 shares0.00%2026-03-312026-05-08

GEV GE VERNOVA INC96 shares0.00%2026-03-312026-05-08

DGRO ISHARES TR1.2K shares0.00%2026-03-312026-05-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW636 shares0.00%2026-03-312026-05-08

USB US BANCORP1.6K shares0.00%2026-03-312026-05-08

Sponsored

CARR CARRIER GLOBAL CORPORATION1.5K shares0.21%2026-03-312026-05-08

VPU VANGUARD WORLD FD413 shares0.73%2026-03-312026-05-08

MMC MARSH & MCLENNAN COS INC468 shares0.65%2026-03-312026-05-08

BOE BLACKROCK ENHANCED GLOBAL7.4K shares0.00%2026-03-312026-05-08

BARRICK MNG CORP BARRICK MNG CORP2.0K shares0.87%2026-03-312026-05-08

COP CONOCOPHILLIPS609 shares0.00%2026-03-312026-05-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND396 shares0.00%2026-03-312026-05-08

VT VANGUARD INTL EQUITY INDEX F559 shares0.36%2026-03-312026-05-08

Sponsored

CEG CONSTELLATION ENERGY CORP272 shares0.00%2026-03-312026-05-08

ADM ARCHER DANIELS MIDLAND CO1.0K shares0.00%2026-03-312026-05-08

CWT CALIFORNIA WTR SVC GROUP1.7K shares0.00%2026-03-312026-05-08

VV VANGUARD INDEX FDS251 shares0.00%2026-03-312026-05-08

MUB ISHARES TR690 shares0.00%2026-03-312026-05-08

IJK ISHARES TR723 shares0.14%2026-03-312026-05-08

SNA SNAP ON INC200 shares0.00%2026-03-312026-05-08

GBTC GRAYSCALE BITCOIN TRUST ETF1.4K shares-2.52%2026-03-312026-05-08

Sponsored

WTRG ESSENTIAL UTILS INC1.7K shares0.00%2026-03-312026-05-08

DELL DELL TECHNOLOGIES INC401 shares0.00%2026-03-312026-05-08

SPGI S&P GLOBAL INC153 shares-8.93%2026-03-312026-05-08

URI UNITED RENTALS INC89 shares0.00%2026-03-312026-05-08

NEM NEWMONT CORP590 shares0.17%2026-03-312026-05-08

PSX PHILLIPS 66350 shares0.00%2026-03-312026-05-08

AXP AMERICAN EXPRESS CO203 shares0.00%2026-03-312026-05-08

ES EVERSOURCE ENERGY874 shares0.00%2026-03-312026-05-08

Sponsored

ENB ENBRIDGE INC1.1K shares0.00%2026-03-312026-05-08

VB VANGUARD INDEX FDS215 shares0.47%2026-03-312026-05-08

QNITY ELECTRONICS INC QNITY ELECTRONICS INC487 shares0.00%2026-03-312026-05-08

LPLA LPL FINL HLDGS INC181 shares0.00%2026-03-312026-05-08

MDYV SPDR SERIES TRUST636 shares0.47%2026-03-312026-05-08

DFAX DIMENSIONAL ETF TRUST1.5K shares0.00%2026-03-312026-05-08

NOC NORTHROP GRUMMAN CORP76 shares0.00%2026-03-312026-05-08

TSCO TRACTOR SUPPLY CO1.1K shares0.00%2026-03-312026-05-08

Sponsored

RY ROYAL BK CDA305 shares0.66%2026-03-312026-05-08

BNS BANK NOVA SCOTIA B C700 shares0.00%2026-03-312026-05-08

GIS GENERAL MILLS INC1.3K shares0.00%2026-03-312026-05-08

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC976 shares0.00%2026-03-312026-05-08

MET METLIFE INC628 shares0.00%2026-03-312026-05-08

QCOM QUALCOMM INC344 shares0.00%2026-03-312026-05-08

IEMG ISHARES INC630 shares0.00%2026-03-312026-05-08

HOMZ ETF SER SOLUTIONS1.0K shares0.00%2026-03-312026-05-08

Sponsored

XLC SELECT SECTOR SPDR TR389 shares0.00%2026-03-312026-05-08

ACM AECOM487 shares0.00%2026-03-312026-05-08

EXC EXELON CORP817 shares0.00%2026-03-312026-05-08

PNC PNC FINL SVCS GROUP INC190 shares0.00%2026-03-312026-05-08

NTR NUTRIEN LTD500 shares0.00%2026-03-312026-05-08

RCL ROYAL CARIBBEAN GROUP136 shares0.00%2026-03-312026-05-08

COEUR MNG INC COEUR MNG INC2.0K sharesnew addition2026-03-312026-05-08

NXPI NXP SEMICONDUCTORS N V189 shares0.00%2026-03-312026-05-08

Sponsored

CTSH COGNIZANT TECHNOLOGY SOLUTIO602 shares0.00%2026-03-312026-05-08

TXN TEXAS INSTRS INC186 shares-72.20%2026-03-312026-05-08

DOV DOVER CORP173 shares0.58%2026-03-312026-05-08

OTIS OTIS WORLDWIDE CORP466 shares0.43%2026-03-312026-05-08

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC500 shares0.00%2026-03-312026-05-08

MMM 3M CO243 shares0.00%2026-03-312026-05-08

CTVA CORTEVA INC413 shares0.00%2026-03-312026-05-08

ICE INTERCONTINENTAL EXCHANGE IN217 shares0.00%2026-03-312026-05-08

Sponsored

PPA INVESCO EXCHANGE TRADED FD T204 shares0.00%2026-03-312026-05-08

RLJ-PA RLJ LODGING TR1.4K shares0.00%2026-03-312026-05-08

ZTS ZOETIS INC271 shares-26.56%2026-03-312026-05-08

SCHB SCHWAB STRATEGIC TR1.3K shares0.32%2026-03-312026-05-08

DLR DIGITAL RLTY TR INC173 shares0.00%2026-03-312026-05-08

EW EDWARDS LIFESCIENCES CORP385 shares0.00%2026-03-312026-05-08

DOW DOW HLDGS INC727 shares0.00%2026-03-312026-05-08

DECK DECKERS OUTDOOR CORP300 shares0.00%2026-03-312026-05-08

Sponsored

BLOK AMPLIFY ETF TR590 shares0.00%2026-03-312026-05-08

VXF VANGUARD INDEX FDS142 shares0.00%2026-03-312026-05-08

SPSM SPDR SERIES TRUST604 shares0.33%2026-03-312026-05-08

YUMC YUM CHINA HLDGS INC596 shares0.00%2026-03-312026-05-08

LHX L3HARRIS TECHNOLOGIES INC83 shares0.00%2026-03-312026-05-08

TSLA TESLA INC77 shares0.00%2026-03-312026-05-08

SBUX STARBUCKS CORP319 shares168.07%2026-03-312026-05-08

SMH VANECK ETF TRUST73 shares0.00%2026-03-312026-05-08

Sponsored

CCJ CAMECO CORP248 shares0.00%2026-03-312026-05-08

PECO PHILLIPS EDISON & CO INC716 shares0.00%2026-03-312026-05-08

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC346 shares0.00%2026-03-312026-05-08

ASTRAZENECA PLC ASTRAZENECA PLC134 sharesnew addition2026-03-312026-05-08

STWD STARWOOD PPTY TR INC1.5K shares0.00%2026-03-312026-05-08

EA ELECTRONIC ARTS INC126 shares0.00%2026-03-312026-05-08

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET842 shares-0.82%2026-03-312026-05-08

TRP TC ENERGY CORP397 shares1.02%2026-03-312026-05-08

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC73 shares0.00%2026-03-312026-05-08

IR INGERSOLL RAND INC306 shares0.00%2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR777 shares0.91%2026-03-312026-05-08

MPC MARATHON PETE CORP97 shares0.00%2026-03-312026-05-08

NKE NIKE INC441 shares0.00%2026-03-312026-05-08

AEM AGNICO EAGLE MINES LTD112 shares0.00%2026-03-312026-05-08

WMB WILLIAMS COS INC300 shares0.00%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T461 shares0.00%2026-03-312026-05-08

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP100 shares0.00%2026-03-312026-05-08

NVO NOVO-NORDISK A S561 shares0.00%2026-03-312026-05-08

RDVY FIRST TR EXCHANGE TRADED FD300 shares0.00%2026-03-312026-05-08

PBA PEMBINA PIPELINE CORP450 shares0.00%2026-03-312026-05-08

MSGS MADISON SQUARE GRDN SPRT COR62 shares0.00%2026-03-312026-05-08

NFLX NETFLIX INC.200 shares0.00%2026-03-312026-05-08

VIS VANGUARD WORLD FD60 shares0.00%2026-03-312026-05-08

CRM SALESFORCE INC97 shares340.91%2026-03-312026-05-08

Sponsored

BMO BANK MONTREAL MEDIUM133 shares0.76%2026-03-312026-05-08

HACK AMPLIFY ETF TR236 shares0.00%2026-03-312026-05-08

FTHI FIRST TR EXCHANGE TRADED FD734 shares0.00%2026-03-312026-05-08

ADBE ADOBE INC68 shares0.00%2026-03-312026-05-08

MS MORGAN STANLEY100 shares0.00%2026-03-312026-05-08

SLB SLB LIMITED320 shares0.00%2026-03-312026-05-08

O REALTY INCOME CORP266 shares-6.01%2026-03-312026-05-08

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW143 shares-89.27%2026-03-312026-05-08

Sponsored

CHTR CHARTER COMMUNICATIONS INC69 shares0.00%2026-03-312026-05-08

APD AIR PRODUCTS AND CHEMICALS I50 shares0.00%2026-03-312026-05-08

RGA REINSURANCE GROUP AMER INC71 shares0.00%2026-03-312026-05-08

ELV ELEVANCE HEALTH INC FORMERLY49 shares0.00%2026-03-312026-05-08

WCN WASTE CONNECTIONS INC88 shares0.00%2026-03-312026-05-08

KEYS KEYSIGHT TECHNOLOGIES INC50 shares0.00%2026-03-312026-05-08

KNX KNIGHT-SWIFT TRANSN HLDGS IN245 shares0.00%2026-03-312026-05-08

BN BROOKFIELD CORP349 shares0.00%2026-03-312026-05-08

Sponsored

BLACKSTONE INC BLACKSTONE INC115 shares0.88%2026-03-312026-05-08

SHEL SHELL PLC142 shares0.00%2026-03-312026-05-08

FDX FEDEX CORP37 shares0.00%2026-03-312026-05-08

BBVA BANCO BILBAO VIZCAYA ARGENTA604 shares0.00%2026-03-312026-05-08

CNP CENTERPOINT ENERGY INC300 shares0.00%2026-03-312026-05-08

STT STATE STR CORP100 shares0.00%2026-03-312026-05-08

JCI JOHNSON CONTROLS INTERNATION93 shares0.00%2026-03-312026-05-08

INVH INVITATION HOMES INC484 shares0.00%2026-03-312026-05-08

Sponsored

VYMI VANGUARD WHITEHALL FDS126 shares0.00%2026-03-312026-05-08

IWS ISHARES TR81 shares189.29%2026-03-312026-05-08

A AGILENT TECHNOLOGIES INC100 shares0.00%2026-03-312026-05-08

SPHQ INVESCO EXCHANGE TRADED FD T151 shares0.00%2026-03-312026-05-08

EFA ISHARES TR117 shares0.00%2026-03-312026-05-08

VODAFONE GROUP PLC VODAFONE GROUP PLC749 shares0.00%2026-03-312026-05-08

MU MICRON TECHNOLOGY INC33 shares0.00%2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F205 sharesnew addition2026-03-312026-05-08

Sponsored

GM GENERAL MTRS CO147 shares0.00%2026-03-312026-05-08

PPL PPL CORP285 shares0.00%2026-03-312026-05-08

JEPI J P MORGAN EXCHANGE TRADED F191 shares1.60%2026-03-312026-05-08

REGN REGENERON PHARMACEUTICALS14 shares0.00%2026-03-312026-05-08

SONY SONY GROUP CORP505 shares0.00%2026-03-312026-05-08

MAA MID-AMER APT CMNTYS INC85 shares0.00%2026-03-312026-05-08

UBER UBER TECHNOLOGIES INC143 shares41.58%2026-03-312026-05-08

IWN ISHARES TR53 shares55.88%2026-03-312026-05-08

Sponsored

IWR ISHARES TR101 shares0.00%2026-03-312026-05-08

LINDE PLC LINDE PLC19 shares0.00%2026-03-312026-05-08

MGA MAGNA INTL INC167 shares0.00%2026-03-312026-05-08

CMI CUMMINS INC17 shares0.00%2026-03-312026-05-08

DRIV GLOBAL X FDS297 shares0.34%2026-03-312026-05-08

QQQJ INVESCO EXCH TRADED FD TR II246 shares0.00%2026-03-312026-05-08

NVS NOVARTIS AG56 shares0.00%2026-03-312026-05-08

NWSA NEWS CORP NEW340 shares0.00%2026-03-312026-05-08

Sponsored

BKNG BOOKING HOLDINGS INC2 shares0.00%2026-03-312026-05-08

G GENPACT LIMITED225 shares0.00%2026-03-312026-05-08

APH AMPHENOL CORP64 shares0.00%2026-03-312026-05-08

BTI BRITISH AMERN TOB PLC138 shares0.00%2026-03-312026-05-08

VRTX VERTEX PHARMACEUTICALS INC18 shares0.00%2026-03-312026-05-08

THE CIGNA GROUP THE CIGNA GROUP30 shares0.00%2026-03-312026-05-08

PBI PITNEY BOWES INC720 shares0.00%2026-03-312026-05-08

IEFA ISHARES TR88 shares0.00%2026-03-312026-05-08

Sponsored

LIT GLOBAL X FDS106 shares0.00%2026-03-312026-05-08

BLACKROCK INC BLACKROCK INC8 shares0.00%2026-03-312026-05-08

GWW WW GRAINGER INC7 shares0.00%2026-03-312026-05-08

TMO THERMO FISHER SCIENTIFIC INC15 shares0.00%2026-03-312026-05-08

SPG SIMON PPTY GROUP INC NEW38 shares0.00%2026-03-312026-05-08

CFG CITIZENS FINL GROUP INC112 shares0.00%2026-03-312026-05-08

IWP ISHARES TR52 sharesnew addition2026-03-312026-05-08

ZBH ZIMMER BIOMET HOLDINGS INC74 shares0.00%2026-03-312026-05-08

Sponsored

SRVR PACER FDS TR213 shares1.43%2026-03-312026-05-08

WAB WABTEC26 shares0.00%2026-03-312026-05-08

AME AMETEK INC30 shares0.00%2026-03-312026-05-08

CDW CDW CORP53 shares-55.46%2026-03-312026-05-08

ULTA ULTA BEAUTY INC12 shares0.00%2026-03-312026-05-08

CUBE CUBESMART166 shares-58.50%2026-03-312026-05-08

AN AUTONATION INC31 shares0.00%2026-03-312026-05-08

HPE HEWLETT PACKARD ENTERPRISE C253 shares0.00%2026-03-312026-05-08

Sponsored

CBRE CBRE GROUP INC44 shares0.00%2026-03-312026-05-08

LNG CHENIERE ENERGY INC21 shares0.00%2026-03-312026-05-08

SCHW SCHWAB CHARLES CORP62 shares0.00%2026-03-312026-05-08

RSG REPUBLIC SVCS INC26 shares0.00%2026-03-312026-05-08

MCO MOODYS CORP13 shares0.00%2026-03-312026-05-08

FANG DIAMONDBACK ENERGY INC28 shares0.00%2026-03-312026-05-08

ISRG INTUITIVE SURGICAL INC12 shares0.00%2026-03-312026-05-08

TT TRANE TECHNOLOGIES PLC13 shares0.00%2026-03-312026-05-08

Sponsored

NUE NUCOR CORP32 shares0.00%2026-03-312026-05-08

AIG AMERICAN INTL GROUP INC70 shares0.00%2026-03-312026-05-08

TE CONNECTIVITY PLC TE CONNECTIVITY PLC25 shares0.00%2026-03-312026-05-08

PCAR PACCAR INC45 shares0.00%2026-03-312026-05-08

HP INC HP INC253 shares0.00%2026-03-312026-05-08

ADSK AUTODESK INC20 shares0.00%2026-03-312026-05-08

PAG PENSKE AUTOMOTIVE GRP INC32 shares0.00%2026-03-312026-05-08

MTB M & T BK CORP23 shares0.00%2026-03-312026-05-08

Sponsored

DRI DARDEN RESTAURANTS INC24 shares0.00%2026-03-312026-05-08

KMI KINDER MORGAN INC DEL134 shares0.00%2026-03-312026-05-08

ROK ROCKWELL AUTOMATION INC12 shares0.00%2026-03-312026-05-08

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC116 sharesnew addition2026-03-312026-05-08

SCHH SCHWAB STRATEGIC TR195 shares0.52%2026-03-312026-05-08

IVZ INVESCO LTD171 shares0.00%2026-03-312026-05-08

PRU PRUDENTIAL FINL INC42 shares0.00%2026-03-312026-05-08

CTAS CINTAS CORP24 shares0.00%2026-03-312026-05-08

Sponsored

DHR DANAHER CORP DEL21 shares0.00%2026-03-312026-05-08

PANW PALO ALTO NETWORKS INC24 shares0.00%2026-03-312026-05-08

OABI OMNIAB INC2.5K shares0.00%2026-03-312026-05-08

ETHE GRAYSCALE ETHEREUM STAKING E219 shares-16.73%2026-03-312026-05-08

NOW SERVICENOW INC35 shares0.00%2026-03-312026-05-08

CAH CARDINAL HEALTH INC16 shares0.00%2026-03-312026-05-08

FCX FREEPORT MCMORAN INC57 shares0.00%2026-03-312026-05-08

EQH EQUITABLE HLDGS INC90 shares0.00%2026-03-312026-05-08

Sponsored

XLB SELECT SECTOR SPDR TR66 shares0.00%2026-03-312026-05-08

IBN ICICI BANK LIMITED125 shares0.00%2026-03-312026-05-08

ADI ANALOG DEVICES INC10 shares0.00%2026-03-312026-05-08

BRO BROWN & BROWN INC48 shares0.00%2026-03-312026-05-08

OKE ONEOK INC NEW33 shares0.00%2026-03-312026-05-08

TER TERADYNE INC9 shares0.00%2026-03-312026-05-08

BKR BAKER HUGHES COMPANY43 shares0.00%2026-03-312026-05-08

RJF RAYMOND JAMES FINL INC18 shares0.00%2026-03-312026-05-08

Sponsored

INTU INTUIT6 shares0.00%2026-03-312026-05-08

NDAQ NASDAQ INC30 shares0.00%2026-03-312026-05-08

XYL XYLEM INC20 shares0.00%2026-03-312026-05-08

HBAN HUNTINGTON BANCSHARES INC150 shares0.00%2026-03-312026-05-08

VAC MARRIOTT VACATIONS WORLDWIDE35 shares0.00%2026-03-312026-05-08

SCCO SOUTHERN COPPER CORP13 shares0.00%2026-03-312026-05-08

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC22 shares0.00%2026-03-312026-05-08

BR BROADRIDGE FINL SOLUTIONS IN13 shares0.00%2026-03-312026-05-08

Sponsored

HAL HALLIBURTON CO54 shares0.00%2026-03-312026-05-08

KR KROGER CO27 shares0.00%2026-03-312026-05-08

DGX QUEST DIAGNOSTICS INC9 shares0.00%2026-03-312026-05-08

EFV ISHARES TR22 shares0.00%2026-03-312026-05-08

WRB BERKLEY W R CORP24 shares0.00%2026-03-312026-05-08

SIX FLAGS ENTERTAINMENT CORP SIX FLAGS ENTERTAINMENT CORP85 shares0.00%2026-03-312026-05-08

TEX TEREX CORP NEW24 shares-74.47%2026-03-312026-05-08

OC OWENS CORNING NEW12 shares0.00%2026-03-312026-05-08

Sponsored

KHC KRAFT HEINZ CO46 shares0.00%2026-03-312026-05-08

UPS UNITED PARCEL SVCS INC10 shares0.00%2026-03-312026-05-08

LUMN LUMEN TECHNOLOGIES INC117 shares0.00%2026-03-312026-05-08

ETH GRAYSCALE ETHEREUM STAKING20 shares-16.67%2026-03-312026-05-08

USPX FRANKLIN TEMPLETON ETF TR2 shares0.00%2026-03-312026-05-08

NWN NORTHWEST NAT HLDG CO1 shares-99.90%2026-03-312026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

-0.60%

Shares59.4K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

-0.21%

Shares156.1K

Event2026-03-31

Filed2026-05-08

SDY

SPDR SERIES TRUST

-0.21%

Shares175.5K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

-0.44%

Shares100.0K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

1.29%

Shares51.7K

Event2026-03-31

Filed2026-05-08

INVESCO EXCH TRADED FD TR II

-4.34%

Shares107.0K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

0.35%

Shares18.4K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

-1.79%

Shares30.6K

Event2026-03-31

Filed2026-05-08

DVY

ISHARES TR

-1.27%

Shares38.4K

Event2026-03-31

Filed2026-05-08

SPYM

SPDR SERIES TRUST

-2.46%

Shares71.8K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

-0.32%

Shares9.1K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-1.77%

Shares20.8K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES TR

0.18%

Shares52.1K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

-1.06%

Shares6.5K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

-0.09%

Shares27.5K

Event2026-03-31

Filed2026-05-08

PFF

ISHARES TR

-0.96%

Shares130.5K

Event2026-03-31

Filed2026-05-08

XLV

SELECT SECTOR SPDR TR

-0.45%

Shares24.1K

Event2026-03-31

Filed2026-05-08

TJX

TJX COS INC NEW

-1.06%

Shares21.9K

Event2026-03-31

Filed2026-05-08

XLY

SELECT SECTOR SPDR TR

0.11%

Shares32.0K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

-1.03%

Shares13.8K

Event2026-03-31

Filed2026-05-08

NOBL

PROSHARES TR

0.26%

Shares29.9K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

-0.12%

Shares9.1K

Event2026-03-31

Filed2026-05-08

SPTM

SPDR SERIES TRUST

4.61%

Shares34.9K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

-10.18%

Shares15.5K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

0.39%

Shares7.6K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

5.39%

Shares9.5K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

-6.82%

Shares2.6K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

1.37%

Shares18.3K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

0.03%

Shares3.2K

Event2026-03-31

Filed2026-05-08

COCA COLA CO

1.45%

Shares23.9K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-08

XLK

SELECT SECTOR SPDR TR

0.11%

Shares12.8K

Event2026-03-31

Filed2026-05-08

HDV

ISHARES TR

0.63%

Shares12.0K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

0.05%

Shares3.7K

Event2026-03-31

Filed2026-05-08

IWO

ISHARES TR

-2.77%

Shares4.9K

Event2026-03-31

Filed2026-05-08

EMR

EMERSON ELEC CO

1.80%

Shares11.7K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

-7.22%

Shares12.5K

Event2026-03-31

Filed2026-05-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-05-08

XLF

SELECT SECTOR SPDR TR

18.88%

Shares28.8K

Event2026-03-31

Filed2026-05-08

SPYG

SPDR SERIES TRUST

0.11%

Shares14.2K

Event2026-03-31

Filed2026-05-08

PGX

INVESCO EXCH TRADED FD TR II

-3.31%

Shares113.0K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

5.62%

Shares7.0K

Event2026-03-31

Filed2026-05-08

DEERE & CO

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-08

VGT

VANGUARD WORLD FD

0.06%

Shares1.7K

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TR

3.79%

Shares2.4K

Event2026-03-31

Filed2026-05-08

XLU

SELECT SECTOR SPDR TR

-4.42%

Shares22.2K

Event2026-03-31

Filed2026-05-08

GLW

CORNING INC

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

0.43%

Shares4.9K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

4.43%

Shares4.7K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

0.19%

Shares4.8K

Event2026-03-31

Filed2026-05-08

BND

VANGUARD BD INDEX FDS

49.63%

Shares12.4K

Event2026-03-31

Filed2026-05-08

IWC

ISHARES TR

0.11%

Shares5.5K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-08

REGL

PROSHARES TR

0.30%

Shares10.2K

Event2026-03-31

Filed2026-05-08

IBM

INTERNATIONAL BUSINESS MACHS

0.11%

Shares3.6K

Event2026-03-31

Filed2026-05-08

PEP

PEPSICO INC

1.16%

Shares5.6K

Event2026-03-31

Filed2026-05-08

XLP

SELECT SECTOR SPDR TR

-3.06%

Shares10.3K

Event2026-03-31

Filed2026-05-08

VYM

VANGUARD WHITEHALL FDS

0.27%

Shares5.7K

Event2026-03-31

Filed2026-05-08

AMGN

AMGEN INC

0.04%

Shares2.4K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

5.17%

Shares2.9K

Event2026-03-31

Filed2026-05-08

ABT

ABBOTT LABORATORIES

0.08%

Shares8.0K

Event2026-03-31

Filed2026-05-08

IVW

ISHARES TR

0.09%

Shares7.0K

Event2026-03-31

Filed2026-05-08

ASML

ASML HLDG NV

0.87%

Shares579

Event2026-03-31

Filed2026-05-08

IVE

ISHARES TR

0.38%

Shares3.4K

Event2026-03-31

Filed2026-05-08

AT&T INC

0.18%

Shares24.9K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

0.09%

Shares2.2K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-08

CSCO

CISCO SYS INC

0.36%

Shares8.6K

Event2026-03-31

Filed2026-05-08

VTEB

VANGUARD MUN BD FDS

4.66%

Shares13.3K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD STAR FDS

1446.97%

Shares8.4K

Event2026-03-31

Filed2026-05-08

UNH

UNITEDHEALTH GROUP INC

-4.53%

Shares2.2K

Event2026-03-31

Filed2026-05-08

QUAL

ISHARES TR

0.14%

Shares2.8K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

3.12%

Shares1.8K

Event2026-03-31

Filed2026-05-08

BANK NEW YORK MELLON CORP

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-08

COLGATE PALMOLIVE CO

0.23%

Shares5.6K

Event2026-03-31

Filed2026-05-08

IWD

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-08

PHILIP MORRIS INTL INC

0.21%

Shares2.8K

Event2026-03-31

Filed2026-05-08

NEE

NEXTERA ENERGY INC

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-08

BDJ

BLACKROCK ENHANCED EQUITY DI

1.46%

Shares52.0K

Event2026-03-31

Filed2026-05-08

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

New

Shares26.9K

Event2026-03-31

Filed2026-05-08

CSX

CSX CORP

0.29%

Shares10.1K

Event2026-03-31

Filed2026-05-08

DIS

DISNEY WALT CO

-0.55%

Shares4.1K

Event2026-03-31

Filed2026-05-08

RTX

RTX CORPORATION

0.15%

Shares2.1K

Event2026-03-31

Filed2026-05-08

GSEW

GOLDMAN SACHS ETF TR

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-08

VISA INC

0.08%

Shares1.2K

Event2026-03-31

Filed2026-05-08

PFG

PRINCIPAL FINANCIAL GROUP IN

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

0.00%

Shares500

Event2026-03-31

Filed2026-05-08

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-08

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-08

AEP

AMERICAN ELEC PWR CO INC

0.34%

Shares2.6K

Event2026-03-31

Filed2026-05-08