Sponsored

The Analysis of Kelly Financial Services LLC's Holdings & P&L

Currently, Kelly Financial Services LLC holds 128 types of securities in its portfolio with a total value $413.9M. In the most recent quarter, they have increased their positions in CORO (+891.9K shares, valued at $28.6M), GOVT (+591.2K shares, valued at $13.5M), IVV (+18.6K shares, valued at $12.1M); decreased their positions in OEF (-50.0K shares, valued at $15.9M), DYNF (-182.3K shares, valued at $10.6M), IEMG (-147.9K shares, valued at $10.3M); initiated new positions in CORO (+891.9K shares, valued at $28.6M), GOVT (+591.2K shares, valued at $13.5M), BLCR (+168.8K shares, valued at $6.9M).

1M P&L

+15.0M+3.44%

3M P&L

+15.0M+3.42%

HY P&L

+34.3M+8.21%

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/A379.0M

92.9%

2Specialty Chemicals4.5M

1.1%

3Consumer Electronics3.8M

0.9%

Top Industries by Stock Count

1N/A81 stocks

66.4%

2Drug Manufacturers - General4 stocks

3.3%

3Telecom Services2 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR59.9K shares45.13%2026-03-312026-04-13

CORO BLACKROCK ETF TRUST891.9K sharesnew addition2026-03-312026-04-13

IVE ISHARES TR119.1K shares-7.61%2026-03-312026-04-13

IVW ISHARES TR190.6K shares4.21%2026-03-312026-04-13

DYNF BLACKROCK ETF TRUST361.4K shares-33.52%2026-03-312026-04-13

BINC BLACKROCK ETF TRUST II334.5K shares2.86%2026-03-312026-04-13

IEMG ISHARES INC205.6K shares-41.83%2026-03-312026-04-13

GOVT ISHARES TR591.2K sharesnew addition2026-03-312026-04-13

Sponsored

QUAL ISHARES TR64.8K shares-1.42%2026-03-312026-04-13

TLH ISHARES TR122.5K shares-3.54%2026-03-312026-04-13

QLTA ISHARES TR250.9K shares-7.21%2026-03-312026-04-13

IAGG ISHARES TR232.4K shares10.10%2026-03-312026-04-13

MBB ISHARES TR118.2K shares6.99%2026-03-312026-04-13

BAI BLACKROCK ETF TRUST340.2K shares5.21%2026-03-312026-04-13

THRO BLACKROCK ETF TRUST299.6K shares4.45%2026-03-312026-04-13

MTUM ISHARES TR42.6K shares5.80%2026-03-312026-04-13

Sponsored

SHLD GLOBAL X FDS138.0K shares36.31%2026-03-312026-04-13

SCHR SCHWAB STRATEGIC TR344.1K shares6.20%2026-03-312026-04-13

EFV ISHARES TR115.3K shares-41.95%2026-03-312026-04-13

JAAA JANUS DETROIT STR TR159.9K shares42.00%2026-03-312026-04-13

BLCR BLACKROCK ETF TRUST168.8K sharesnew addition2026-03-312026-04-13

LMUB ISHARES TR119.7K sharesnew addition2026-03-312026-04-13

SYSB ISHARES TR61.5K shares9.01%2026-03-312026-04-13

OEF ISHARES TR14.7K shares-77.26%2026-03-312026-04-13

Sponsored

SHW SHERWIN WILLIAMS CO13.9K shares0.08%2026-03-312026-04-13

ISHARES GOLD TR ISHARES GOLD TR48.5K shares-63.46%2026-03-312026-04-13

LQDW ISHARES TR176.3K sharesnew addition2026-03-312026-04-13

IGEB ISHARES TR90.3K shares4.02%2026-03-312026-04-13

AAPL APPLE INC14.9K shares-0.06%2026-03-312026-04-13

EUHY ISHARES INC68.1K sharesnew addition2026-03-312026-04-13

EMLC VANECK ETF TRUST136.6K shares5.52%2026-03-312026-04-13

ITOT ISHARES TR21.4K shares5.63%2026-03-312026-04-13

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F32.9K shares8.89%2026-03-312026-04-13

DIVI FRANKLIN TEMPLETON ETF TR45.8K shares4.34%2026-03-312026-04-13

BALI BLACKROCK ETF TRUST58.5K shares8.74%2026-03-312026-04-13

MSFT MICROSOFT CORP4.6K shares-0.37%2026-03-312026-04-13

HYGW ISHARES TR57.4K shares-64.21%2026-03-312026-04-13

IYW ISHARES TR9.3K shares-4.38%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T2.5K shares-8.46%2026-03-312026-04-13

INDB INDEPENDENT BK CORP MASS20.9K shares0.03%2026-03-312026-04-13

Sponsored

RTX RTX CORPORATION7.3K sharesnew addition2026-03-312026-04-13

IUSB ISHARES TR29.2K shares-0.79%2026-03-312026-04-13

AMZN AMAZON COM INC5.1K shares-0.52%2026-03-312026-04-13

PBTP INVESCO EXCH TRADED FD TR II38.5K shares8.48%2026-03-312026-04-13

SPXL DIREXION SHARES ETF TRUST5.3K shares2.19%2026-03-312026-04-13

XOM EXXON MOBIL CORP5.8K shares-0.40%2026-03-312026-04-13

LQD ISHARES TR8.8K shares102.01%2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP1.3K shares-5.15%2026-03-312026-04-13

Sponsored

ICVT ISHARES TR7.5K shares-26.14%2026-03-312026-04-13

NVDA NVIDIA CORPORATION4.4K shares3.99%2026-03-312026-04-13

AMAT APPLIED MATLS INC2.2K shares0.05%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON2.9K shares-1.10%2026-03-312026-04-13

CVX CHEVRON CORPORATION3.3K shares0.79%2026-03-312026-04-13

IWX ISHARES TR7.1K shares-17.23%2026-03-312026-04-13

JEPQ J P MORGAN EXCHANGE TRADED F11.7K shares2.85%2026-03-312026-04-13

IVLU ISHARES TR15.9K shares-25.11%2026-03-312026-04-13

Sponsored

IEI ISHARES TR5.3K shares189.06%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO2.1K shares2.39%2026-03-312026-04-13

HD HOME DEPOT INC1.9K shares-1.01%2026-03-312026-04-13

IJR ISHARES TR4.7K shares39.30%2026-03-312026-04-13

XLSR SSGA ACTIVE TR10.1K shares4.14%2026-03-312026-04-13

ALPHABET INC ALPHABET INC2.0K shares1.32%2026-03-312026-04-13

MAR MARRIOTT INTL INC NEW1.7K shares0.06%2026-03-312026-04-13

BBUS J P MORGAN EXCHANGE TRADED F4.7K shares12.80%2026-03-312026-04-13

Sponsored

ILCV ISHARES TR5.8K shares12.02%2026-03-312026-04-13

COP CONOCOPHILLIPS4.0K shares0.97%2026-03-312026-04-13

USIG ISHARES TR10.0K sharesnew addition2026-03-312026-04-13

TJX TJX COS INC NEW3.2K shares-1.47%2026-03-312026-04-13

TSLA TESLA INC1.4K shares0.15%2026-03-312026-04-13

SPDW SPDR INDEX SHS FDS10.6K shares-12.01%2026-03-312026-04-13

KLAC KLA CORP303 shares0.00%2026-03-312026-04-13

VEA VANGUARD TAX-MANAGED FDS6.9K shares-22.02%2026-03-312026-04-13

Sponsored

ALPHABET INC ALPHABET INC1.5K shares0.65%2026-03-312026-04-13

VUG VANGUARD INDEX FDS995 shares-12.72%2026-03-312026-04-13

FISR SSGA ACTIVE TR16.6K shares19.45%2026-03-312026-04-13

ORCL ORACLE CORP2.9K shares3.85%2026-03-312026-04-13

EFG ISHARES TR3.7K sharesnew addition2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC8.2K shares10.33%2026-03-312026-04-13

MUB ISHARES TR3.8K shares-54.39%2026-03-312026-04-13

SPEM SPDR INDEX SHS FDS8.4K shares-0.01%2026-03-312026-04-13

Sponsored

T AT&T INC13.5K shares13.27%2026-03-312026-04-13

USMV ISHARES TR4.2K shares-2.64%2026-03-312026-04-13

WMT WALMART INC3.0K sharesnew addition2026-03-312026-04-13

GLD SPDR GOLD TR849 shares-3.41%2026-03-312026-04-13

ROK ROCKWELL AUTOMATION INC993 shares-1.88%2026-03-312026-04-13

BNDX VANGUARD CHARLOTTE FDS7.2K shares-0.50%2026-03-312026-04-13

VTV VANGUARD INDEX FDS1.8K shares-15.70%2026-03-312026-04-13

IGIB ISHARES TR6.4K shares-3.33%2026-03-312026-04-13

Sponsored

ABBV ABBVIE INC1.6K shares-4.20%2026-03-312026-04-13

IWY ISHARES TR1.3K shares2.85%2026-03-312026-04-13

IWB ISHARES TR897 shares6.28%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION314 shares21.24%2026-03-312026-04-13

VGT VANGUARD WORLD FD442 shares0.00%2026-03-312026-04-13

MCD MCDONALDS CORP983 shares0.00%2026-03-312026-04-13

COWZ PACER FDS TR4.8K sharesnew addition2026-03-312026-04-13

SIVR ABRDN SILVER ETF TRUST4.1K shares-3.83%2026-03-312026-04-13

Sponsored

PM PHILIP MORRIS INTL INC1.7K shares-12.84%2026-03-312026-04-13

IWL ISHARES TR1.8K shares43.55%2026-03-312026-04-13

V VISA INC931 shares-3.82%2026-03-312026-04-13

XMMO INVESCO EXCHANGE TRADED FD T1.9K sharesnew addition2026-03-312026-04-13

PG PROCTER & GAMBLE CO1.9K shares12.02%2026-03-312026-04-13

CSCO CISCO SYS INC3.6K shares-0.83%2026-03-312026-04-13

DGRO ISHARES TR3.9K shares-4.86%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR466 shares0.87%2026-03-312026-04-13

Sponsored

PEP PEPSICO INC1.7K shares1.02%2026-03-312026-04-13

AMGN AMGEN INC741 shares-0.40%2026-03-312026-04-13

SOXX ISHARES TR790 shares-15.33%2026-03-312026-04-13

PEG PUBLIC SVC ENTERPRISE GROUP3.2K shares0.00%2026-03-312026-04-13

PLD PROLOGIS INC.1.9K shares-0.52%2026-03-312026-04-13

HYG ISHARES TR3.1K sharesnew addition2026-03-312026-04-13

BSV VANGUARD BD INDEX FDS3.1K shares-10.59%2026-03-312026-04-13

SNA SNAP ON INC671 shares-0.89%2026-03-312026-04-13

Sponsored

TMO THERMO FISHER SCIENTIFIC INC488 shares0.00%2026-03-312026-04-13

CERY SPDR SERIES TRUST6.7K sharesnew addition2026-03-312026-04-13

IDEF BLACKROCK ETF TRUST7.2K sharesnew addition2026-03-312026-04-13

NVS NOVARTIS AG1.5K shares2.00%2026-03-312026-04-13

HYDB ISHARES TR5.1K shares-8.30%2026-03-312026-04-13

BAC BANK AMERICA CORP4.8K shares0.00%2026-03-312026-04-13

FLTR VANECK ETF TRUST9.0K sharesnew addition2026-03-312026-04-13

META META PLATFORMS INC391 shares2.89%2026-03-312026-04-13

Sponsored

JAVA J P MORGAN EXCHANGE TRADED F3.0K shares5.21%2026-03-312026-04-13

BUFG FIRST TR EXCHNG TRADED FD VI7.9K shares0.00%2026-03-312026-04-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP616 shares0.00%2026-03-312026-04-13

JGRO J P MORGAN EXCHANGE TRADED F2.5K sharesnew addition2026-03-312026-04-13

EBND SPDR SERIES TRUST9.9K sharesnew addition2026-03-312026-04-13

EATON CORP PLC EATON CORP PLC564 sharesnew addition2026-03-312026-04-13

TECL DIREXION SHARES ETF TRUST2.3K shares3.65%2026-03-312026-04-13

PAYX PAYCHEX INC2.2K shares16.18%2026-03-312026-04-13

Sponsored

IVV

ISHARES TR

45.13%

Shares59.9K

Event2026-03-31

Filed2026-04-13

CORO

BLACKROCK ETF TRUST

New

Shares891.9K

Event2026-03-31

Filed2026-04-13

IVE

ISHARES TR

-7.61%

Shares119.1K

Event2026-03-31

Filed2026-04-13

IVW

ISHARES TR

4.21%

Shares190.6K

Event2026-03-31

Filed2026-04-13

DYNF

BLACKROCK ETF TRUST

-33.52%

Shares361.4K

Event2026-03-31

Filed2026-04-13

BINC

BLACKROCK ETF TRUST II

2.86%

Shares334.5K

Event2026-03-31

Filed2026-04-13

IEMG

ISHARES INC

-41.83%

Shares205.6K

Event2026-03-31

Filed2026-04-13

GOVT

ISHARES TR

New

Shares591.2K

Event2026-03-31

Filed2026-04-13

QUAL

ISHARES TR

-1.42%

Shares64.8K

Event2026-03-31

Filed2026-04-13

TLH

ISHARES TR

-3.54%

Shares122.5K

Event2026-03-31

Filed2026-04-13

QLTA

ISHARES TR

-7.21%

Shares250.9K

Event2026-03-31

Filed2026-04-13

IAGG

ISHARES TR

10.10%

Shares232.4K

Event2026-03-31

Filed2026-04-13

MBB

ISHARES TR

6.99%

Shares118.2K

Event2026-03-31

Filed2026-04-13

BAI

BLACKROCK ETF TRUST

5.21%

Shares340.2K

Event2026-03-31

Filed2026-04-13

THRO

BLACKROCK ETF TRUST

4.45%

Shares299.6K

Event2026-03-31

Filed2026-04-13

MTUM

ISHARES TR

5.80%

Shares42.6K

Event2026-03-31

Filed2026-04-13

SHLD

GLOBAL X FDS

36.31%

Shares138.0K

Event2026-03-31

Filed2026-04-13

SCHR

SCHWAB STRATEGIC TR

6.20%

Shares344.1K

Event2026-03-31

Filed2026-04-13

EFV

ISHARES TR

-41.95%

Shares115.3K

Event2026-03-31

Filed2026-04-13

JAAA

JANUS DETROIT STR TR

42.00%

Shares159.9K

Event2026-03-31

Filed2026-04-13

BLCR

BLACKROCK ETF TRUST

New

Shares168.8K

Event2026-03-31

Filed2026-04-13

LMUB

ISHARES TR

New

Shares119.7K

Event2026-03-31

Filed2026-04-13

SYSB

ISHARES TR

9.01%

Shares61.5K

Event2026-03-31

Filed2026-04-13

OEF

ISHARES TR

-77.26%

Shares14.7K

Event2026-03-31

Filed2026-04-13

SHW

SHERWIN WILLIAMS CO

0.08%

Shares13.9K

Event2026-03-31

Filed2026-04-13

ISHARES GOLD TR

-63.46%

Shares48.5K

Event2026-03-31

Filed2026-04-13

LQDW

ISHARES TR

New

Shares176.3K

Event2026-03-31

Filed2026-04-13

IGEB

ISHARES TR

4.02%

Shares90.3K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-0.06%

Shares14.9K

Event2026-03-31

Filed2026-04-13

EUHY

ISHARES INC

New

Shares68.1K

Event2026-03-31

Filed2026-04-13

EMLC

VANECK ETF TRUST

5.52%

Shares136.6K

Event2026-03-31

Filed2026-04-13

ITOT

ISHARES TR

5.63%

Shares21.4K

Event2026-03-31

Filed2026-04-13

JEPI

J P MORGAN EXCHANGE TRADED F

8.89%

Shares32.9K

Event2026-03-31

Filed2026-04-13

DIVI

FRANKLIN TEMPLETON ETF TR

4.34%

Shares45.8K

Event2026-03-31

Filed2026-04-13

BALI

BLACKROCK ETF TRUST

8.74%

Shares58.5K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

-0.37%

Shares4.6K

Event2026-03-31

Filed2026-04-13

HYGW

ISHARES TR

-64.21%

Shares57.4K

Event2026-03-31

Filed2026-04-13

IYW

ISHARES TR

-4.38%

Shares9.3K

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

-8.46%

Shares2.5K

Event2026-03-31

Filed2026-04-13

INDB

INDEPENDENT BK CORP MASS

0.03%

Shares20.9K

Event2026-03-31

Filed2026-04-13

RTX

RTX CORPORATION

New

Shares7.3K

Event2026-03-31

Filed2026-04-13

IUSB

ISHARES TR

-0.79%

Shares29.2K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

-0.52%

Shares5.1K

Event2026-03-31

Filed2026-04-13

PBTP

INVESCO EXCH TRADED FD TR II

8.48%

Shares38.5K

Event2026-03-31

Filed2026-04-13

SPXL

DIREXION SHARES ETF TRUST

2.19%

Shares5.3K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

-0.40%

Shares5.8K

Event2026-03-31

Filed2026-04-13

LQD

ISHARES TR

102.01%

Shares8.8K

Event2026-03-31

Filed2026-04-13

LMT

LOCKHEED MARTIN CORP

-5.15%

Shares1.3K

Event2026-03-31

Filed2026-04-13

ICVT

ISHARES TR

-26.14%

Shares7.5K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

3.99%

Shares4.4K

Event2026-03-31

Filed2026-04-13

AMAT

APPLIED MATLS INC

0.05%

Shares2.2K

Event2026-03-31

Filed2026-04-13

JNJ

JOHNSON & JOHNSON

-1.10%

Shares2.9K

Event2026-03-31

Filed2026-04-13

CVX

CHEVRON CORPORATION

0.79%

Shares3.3K

Event2026-03-31

Filed2026-04-13

IWX

ISHARES TR

-17.23%

Shares7.1K

Event2026-03-31

Filed2026-04-13

JEPQ

J P MORGAN EXCHANGE TRADED F

2.85%

Shares11.7K

Event2026-03-31

Filed2026-04-13

IVLU

ISHARES TR

-25.11%

Shares15.9K

Event2026-03-31

Filed2026-04-13

IEI

ISHARES TR

189.06%

Shares5.3K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

2.39%

Shares2.1K

Event2026-03-31

Filed2026-04-13

HOME DEPOT INC

-1.01%

Shares1.9K

Event2026-03-31

Filed2026-04-13

IJR

ISHARES TR

39.30%

Shares4.7K

Event2026-03-31

Filed2026-04-13

XLSR

SSGA ACTIVE TR

4.14%

Shares10.1K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

1.32%

Shares2.0K

Event2026-03-31

Filed2026-04-13

MAR

MARRIOTT INTL INC NEW

0.06%

Shares1.7K

Event2026-03-31

Filed2026-04-13

BBUS

J P MORGAN EXCHANGE TRADED F

12.80%

Shares4.7K

Event2026-03-31

Filed2026-04-13

ILCV

ISHARES TR

12.02%

Shares5.8K

Event2026-03-31

Filed2026-04-13

COP

CONOCOPHILLIPS

0.97%

Shares4.0K

Event2026-03-31

Filed2026-04-13

USIG

ISHARES TR

New

Shares10.0K

Event2026-03-31

Filed2026-04-13

TJX

TJX COS INC NEW

-1.47%

Shares3.2K

Event2026-03-31

Filed2026-04-13

TSLA

TESLA INC

0.15%

Shares1.4K

Event2026-03-31

Filed2026-04-13

SPDW

SPDR INDEX SHS FDS

-12.01%

Shares10.6K

Event2026-03-31

Filed2026-04-13

KLAC

KLA CORP

0.00%

Shares303

Event2026-03-31

Filed2026-04-13

VEA

VANGUARD TAX-MANAGED FDS

-22.02%

Shares6.9K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

0.65%

Shares1.5K

Event2026-03-31

Filed2026-04-13

VUG

VANGUARD INDEX FDS

-12.72%

Shares995

Event2026-03-31

Filed2026-04-13

FISR

SSGA ACTIVE TR

19.45%

Shares16.6K

Event2026-03-31

Filed2026-04-13

ORCL

ORACLE CORP

3.85%

Shares2.9K

Event2026-03-31

Filed2026-04-13

EFG

ISHARES TR

New

Shares3.7K

Event2026-03-31

Filed2026-04-13

VERIZON COMMUNICATIONS INC

10.33%

Shares8.2K

Event2026-03-31

Filed2026-04-13

MUB

ISHARES TR

-54.39%

Shares3.8K

Event2026-03-31

Filed2026-04-13

SPEM

SPDR INDEX SHS FDS

-0.01%

Shares8.4K

Event2026-03-31

Filed2026-04-13

AT&T INC

13.27%

Shares13.5K

Event2026-03-31

Filed2026-04-13

USMV

ISHARES TR

-2.64%

Shares4.2K

Event2026-03-31

Filed2026-04-13

WMT

WALMART INC

New

Shares3.0K

Event2026-03-31

Filed2026-04-13

GLD

SPDR GOLD TR

-3.41%

Shares849

Event2026-03-31

Filed2026-04-13

ROK

ROCKWELL AUTOMATION INC

-1.88%

Shares993

Event2026-03-31

Filed2026-04-13

BNDX

VANGUARD CHARLOTTE FDS

-0.50%

Shares7.2K

Event2026-03-31

Filed2026-04-13

VTV

VANGUARD INDEX FDS

-15.70%

Shares1.8K

Event2026-03-31

Filed2026-04-13

IGIB

ISHARES TR

-3.33%

Shares6.4K

Event2026-03-31

Filed2026-04-13

ABBV

ABBVIE INC

-4.20%

Shares1.6K

Event2026-03-31

Filed2026-04-13

IWY

ISHARES TR

2.85%

Shares1.3K

Event2026-03-31

Filed2026-04-13

IWB

ISHARES TR

6.28%

Shares897

Event2026-03-31

Filed2026-04-13

COST

COSTCO WHOLESALE CORPORATION

21.24%

Shares314

Event2026-03-31

Filed2026-04-13

VGT

VANGUARD WORLD FD

0.00%

Shares442

Event2026-03-31

Filed2026-04-13

MCD

MCDONALDS CORP

0.00%

Shares983

Event2026-03-31

Filed2026-04-13

COWZ

PACER FDS TR

New

Shares4.8K

Event2026-03-31

Filed2026-04-13

SIVR

ABRDN SILVER ETF TRUST

-3.83%

Shares4.1K

Event2026-03-31

Filed2026-04-13

PHILIP MORRIS INTL INC

-12.84%

Shares1.7K

Event2026-03-31

Filed2026-04-13

IWL

ISHARES TR

43.55%

Shares1.8K

Event2026-03-31

Filed2026-04-13

VISA INC

-3.82%

Shares931

Event2026-03-31

Filed2026-04-13

XMMO

INVESCO EXCHANGE TRADED FD T

New

Shares1.9K

Event2026-03-31

Filed2026-04-13

PROCTER & GAMBLE CO

12.02%

Shares1.9K

Event2026-03-31

Filed2026-04-13

CSCO

CISCO SYS INC

-0.83%

Shares3.6K

Event2026-03-31

Filed2026-04-13

DGRO

ISHARES TR

-4.86%

Shares3.9K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

0.87%

Shares466

Event2026-03-31

Filed2026-04-13

PEP

PEPSICO INC

1.02%

Shares1.7K

Event2026-03-31

Filed2026-04-13

AMGN

AMGEN INC

-0.40%

Shares741

Event2026-03-31

Filed2026-04-13

SOXX

ISHARES TR

-15.33%

Shares790

Event2026-03-31

Filed2026-04-13

PEG

PUBLIC SVC ENTERPRISE GROUP

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-13

PLD

PROLOGIS INC.

-0.52%

Shares1.9K

Event2026-03-31

Filed2026-04-13

HYG

ISHARES TR

New

Shares3.1K

Event2026-03-31

Filed2026-04-13

BSV

VANGUARD BD INDEX FDS

-10.59%

Shares3.1K

Event2026-03-31

Filed2026-04-13

SNA

SNAP ON INC

-0.89%

Shares671

Event2026-03-31

Filed2026-04-13

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares488

Event2026-03-31

Filed2026-04-13

CERY

SPDR SERIES TRUST

New

Shares6.7K

Event2026-03-31

Filed2026-04-13

IDEF

BLACKROCK ETF TRUST

New

Shares7.2K

Event2026-03-31

Filed2026-04-13

NVS

NOVARTIS AG

2.00%

Shares1.5K

Event2026-03-31

Filed2026-04-13

HYDB

ISHARES TR

-8.30%

Shares5.1K

Event2026-03-31

Filed2026-04-13

BAC

BANK AMERICA CORP

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-13

FLTR

VANECK ETF TRUST

New

Shares9.0K

Event2026-03-31

Filed2026-04-13