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The Analysis of Klingman & Associates, LLC's Holdings & P&L

Currently, Klingman & Associates, LLC holds 332 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in VTIP (+338.1K shares, valued at $16.9M), IVV (+12.5K shares, valued at $8.2M), IBDX (+194.8K shares, valued at $4.9M); decreased their positions in IBDR (-693.9K shares, valued at $16.8M), N/A (-63.4K shares, valued at $3.0M), JLL (-4.5K shares, valued at $1.4M); initiated new positions in SHY (+20.3K shares, valued at $1.7M), N/A (+45.3K shares, valued at $1.2M), N/A (+73.8K shares, valued at $739.1K).

1M P&L

+13.1M+0.59%

3M P&L

+49.7M+2.30%

HY P&L

+100.9M+4.78%

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/A1.7B

85.2%

2Consumer Electronics68.5M

3.4%

3Banks - Regional29.7M

1.5%

Top Industries by Stock Count

1N/A125 stocks

41.9%

2Drug Manufacturers - General8 stocks

2.7%

3Semiconductors8 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR526.7K shares2.43%2026-03-312026-05-14

VTIP VANGUARD MALVERN FDS2.4M shares16.20%2026-03-312026-05-14

IJH ISHARES TR1.6M shares2.87%2026-03-312026-05-14

IEFA ISHARES TR957.4K shares5.29%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS1.2M shares5.71%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T115.3K shares0.08%2026-03-312026-05-14

IJR ISHARES TR592.8K shares4.47%2026-03-312026-05-14

AAPL APPLE INC269.8K shares-0.80%2026-03-312026-05-14

Sponsored

SPYV SPDR SERIES TRUST1.2M shares-1.81%2026-03-312026-05-14

SPYG SPDR SERIES TRUST654.8K shares-1.71%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F1.0M shares0.93%2026-03-312026-05-14

RWL INVESCO EXCH TRADED FD TR II329.0K shares8.82%2026-03-312026-05-14

IBDU ISHARES TR1.6M shares2.71%2026-03-312026-05-14

IBDV ISHARES TR1.7M shares5.14%2026-03-312026-05-14

IBDW ISHARES TR1.7M shares7.56%2026-03-312026-05-14

IEMG ISHARES INC484.1K shares5.08%2026-03-312026-05-14

Sponsored

USMV ISHARES TR361.6K shares-0.41%2026-03-312026-05-14

IBDT ISHARES TR1.3M shares2.96%2026-03-312026-05-14

MDYV SPDR SERIES TRUST369.9K shares-0.35%2026-03-312026-05-14

MDYG SPDR SERIES TRUST324.2K shares-0.59%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T618.1K shares-9.31%2026-03-312026-05-14

SDY SPDR SERIES TRUST189.4K shares-1.31%2026-03-312026-05-14

CFG CITIZENS FINL GROUP INC456.9K shares6.99%2026-03-312026-05-14

IBDX ISHARES TR1.1M shares21.97%2026-03-312026-05-14

Sponsored

SLYV SPDR SERIES TRUST281.0K shares-0.27%2026-03-312026-05-14

MDY STATE STR SPDR S&P MIDCAP 4041.7K shares-0.38%2026-03-312026-05-14

IBDS ISHARES TR985.5K shares-4.06%2026-03-312026-05-14

SLYG SPDR SERIES TRUST204.1K shares-0.27%2026-03-312026-05-14

VTI VANGUARD INDEX FDS44.9K shares0.67%2026-03-312026-05-14

MSFT MICROSOFT CORP37.2K shares3.93%2026-03-312026-05-14

NYF ISHARES TR239.9K shares1.75%2026-03-312026-05-14

SCZ ISHARES TR156.8K shares-0.57%2026-03-312026-05-14

Sponsored

AMZN AMAZON COM INC58.4K shares1.77%2026-03-312026-05-14

NVDA NVIDIA CORPORATION66.9K shares4.01%2026-03-312026-05-14

DDOG DATADOG INC82.2K shares0.48%2026-03-312026-05-14

ALPHABET INC ALPHABET INC31.0K shares1.27%2026-03-312026-05-14

ALPHABET INC ALPHABET INC27.4K shares3.11%2026-03-312026-05-14

IWB ISHARES TR22.0K shares1.05%2026-03-312026-05-14

IWM ISHARES TR31.2K shares-1.14%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO25.8K shares-9.19%2026-03-312026-05-14

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS11.3K shares2.57%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.9K shares-0.07%2026-03-312026-05-14

XOM EXXON MOBIL CORP38.9K shares-1.48%2026-03-312026-05-14

TDTT FLEXSHARES TR266.0K shares1.18%2026-03-312026-05-14

JMST J P MORGAN EXCHANGE TRADED F121.8K shares156.75%2026-03-312026-05-14

JLL JONES LANG LASALLE INC19.0K shares-18.97%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS58.3K shares1.15%2026-03-312026-05-14

DVY ISHARES TR32.2K shares0.04%2026-03-312026-05-14

Sponsored

SOXX ISHARES TR14.0K shares0.00%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON18.1K shares1.57%2026-03-312026-05-14

BROADCOM INC BROADCOM INC13.9K shares5.76%2026-03-312026-05-14

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II55.2K shares-0.99%2026-03-312026-05-14

DFAT DIMENSIONAL ETF TRUST64.3K shares-0.15%2026-03-312026-05-14

MA MASTERCARD INCORPORATED7.8K shares0.50%2026-03-312026-05-14

META META PLATFORMS INC6.7K shares3.33%2026-03-312026-05-14

AMAT APPLIED MATLS INC10.5K shares0.68%2026-03-312026-05-14

Sponsored

VEU VANGUARD INTL EQUITY INDEX F47.6K shares-7.86%2026-03-312026-05-14

DFIV DIMENSIONAL ETF TRUST66.5K shares0.14%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION3.4K shares3.01%2026-03-312026-05-14

IWF ISHARES TR7.2K shares0.06%2026-03-312026-05-14

EFA ISHARES TR31.1K shares1.84%2026-03-312026-05-14

TSLA TESLA INC8.1K shares2.38%2026-03-312026-05-14

ABBV ABBVIE INC13.1K shares-0.36%2026-03-312026-05-14

VUG VANGUARD INDEX FDS6.5K shares-6.52%2026-03-312026-05-14

Sponsored

V VISA INC9.1K shares-0.81%2026-03-312026-05-14

HDV ISHARES TR20.2K shares-2.02%2026-03-312026-05-14

VB VANGUARD INDEX FDS10.5K shares-0.32%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE9.6K shares0.86%2026-03-312026-05-14

IWN ISHARES TR14.3K shares0.00%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T13.6K shares0.00%2026-03-312026-05-14

IXUS ISHARES TR29.9K shares-0.22%2026-03-312026-05-14

LAMR LAMAR ADVERTISING CO20.4K shares7.51%2026-03-312026-05-14

Sponsored

CROX CROCS INC30.1K shares1.17%2026-03-312026-05-14

JPST J P MORGAN EXCHANGE TRADED F47.8K shares0.00%2026-03-312026-05-14

TJX TJX COS INC NEW15.1K shares1.18%2026-03-312026-05-14

VTV VANGUARD INDEX FDS11.9K shares-12.68%2026-03-312026-05-14

OEF ISHARES TR7.1K shares4.12%2026-03-312026-05-14

PG PROCTER & GAMBLE CO15.6K shares0.73%2026-03-312026-05-14

GEV GE VERNOVA INC2.5K shares3.87%2026-03-312026-05-14

ORCL ORACLE CORP14.7K shares1.78%2026-03-312026-05-14

Sponsored

CITIGROUP INC CITIGROUP INC19.0K shares1.45%2026-03-312026-05-14

LLY ELI LILLY & CO2.3K shares0.35%2026-03-312026-05-14

WMT WALMART INC16.7K shares2.72%2026-03-312026-05-14

MINT PIMCO ETF TR20.5K shares0.00%2026-03-312026-05-14

EFAV ISHARES TR22.5K shares-0.66%2026-03-312026-05-14

NEAR ISHARES U S ETF TR40.4K shares0.00%2026-03-312026-05-14

HD HOME DEPOT INC6.2K shares-4.85%2026-03-312026-05-14

PJT PJT PARTNERS INC14.2K shares106.88%2026-03-312026-05-14

Sponsored

CAT CATERPILLAR INC2.8K shares3.24%2026-03-312026-05-14

RJF RAYMOND JAMES FINL INC12.2K shares0.15%2026-03-312026-05-14

VBR VANGUARD INDEX FDS7.8K shares-2.39%2026-03-312026-05-14

IVOO VANGUARD ADMIRAL FDS INC14.9K shares0.01%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR2.9K shares5.00%2026-03-312026-05-14

MCD MCDONALDS CORP5.4K shares1.42%2026-03-312026-05-14

SHY ISHARES TR20.3K sharesnew addition2026-03-312026-05-14

NEE NEXTERA ENERGY INC18.0K shares2.45%2026-03-312026-05-14

Sponsored

RWK INVESCO EXCH TRADED FD TR II13.0K shares0.00%2026-03-312026-05-14

NFLX NETFLIX INC.16.9K shares11.96%2026-03-312026-05-14

KO COCA COLA CO21.2K shares2.37%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC13.4K shares6.44%2026-03-312026-05-14

DFUV DIMENSIONAL ETF TRUST31.5K shares0.27%2026-03-312026-05-14

ITOT ISHARES TR10.5K shares-0.29%2026-03-312026-05-14

RWJ INVESCO EXCH TRADED FD TR II28.3K shares0.00%2026-03-312026-05-14

CVX CHEVRON CORPORATION6.7K shares5.89%2026-03-312026-05-14

Sponsored

ISHARES GOLD TR ISHARES GOLD TR15.6K shares147.24%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS9.3K shares0.00%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN6.7K shares-3.87%2026-03-312026-05-14

VBK VANGUARD INDEX FDS4.5K shares-3.47%2026-03-312026-05-14

IWR ISHARES TR13.8K shares-0.16%2026-03-312026-05-14

DE DEERE & CO2.3K shares-25.91%2026-03-312026-05-14

UBSI UNITED BANKSHARES INC WEST V30.9K shares0.52%2026-03-312026-05-14

JFLX J P MORGAN EXCHANGE TRADED F25.7K shares7.97%2026-03-312026-05-14

Sponsored

VIOO VANGUARD ADMIRAL FDS INC11.0K shares0.00%2026-03-312026-05-14

GLD SPDR GOLD TR2.9K shares61.09%2026-03-312026-05-14

ABT ABBOTT LABORATORIES12.2K shares-1.82%2026-03-312026-05-14

HUBBELL INC HUBBELL INC2.5K shares0.16%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC10.3K shares-2.01%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC1.5K shares6.60%2026-03-312026-05-14

CSCO CISCO SYS INC15.7K shares3.17%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR48.3K shares-2.22%2026-03-312026-05-14

Sponsored

IBM INTERNATIONAL BUSINESS MACHS4.9K shares-5.01%2026-03-312026-05-14

ISHARES TR ISHARES TR45.3K sharesnew addition2026-03-312026-05-14

EEM ISHARES TR20.4K shares0.69%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP1.9K shares4.19%2026-03-312026-05-14

MS MORGAN STANLEY6.8K shares3.29%2026-03-312026-05-14

DFIP DIMENSIONAL ETF TRUST26.7K shares-0.92%2026-03-312026-05-14

RTX RTX CORPORATION5.7K shares5.54%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS5.1K shares-10.77%2026-03-312026-05-14

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC3.2K shares18.52%2026-03-312026-05-14

ORLY OREILLY AUTOMOTIVE INC11.7K shares-1.85%2026-03-312026-05-14

GLW CORNING INC8.0K shares3.04%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC6.3K shares0.54%2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC1.9K shares3.46%2026-03-312026-05-14

PDN INVESCO EXCH TRADED FD TR II21.3K shares0.00%2026-03-312026-05-14

AVUV AMERICAN CENTY ETF TR8.3K shares0.19%2026-03-312026-05-14

BAC BANK AMERICA CORP18.5K shares-2.01%2026-03-312026-05-14

Sponsored

TXN TEXAS INSTRS INC4.6K shares1.47%2026-03-312026-05-14

CPNG COUPANG INC47.0K shares-1.97%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC2.6K shares19.93%2026-03-312026-05-14

ROST ROSS STORES INC4.0K shares-10.66%2026-03-312026-05-14

WFC WELLS FARGO & CO10.5K shares-3.91%2026-03-312026-05-14

DFUS DIMENSIONAL ETF TRUST11.7K shares0.00%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC862 shares-7.91%2026-03-312026-05-14

CSX CSX CORP20.1K shares1.72%2026-03-312026-05-14

Sponsored

EFG ISHARES TR7.4K shares0.79%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO2.7K shares0.11%2026-03-312026-05-14

VDE VANGUARD WORLD FD4.7K shares0.00%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC3.9K shares3.77%2026-03-312026-05-14

PFE PFIZER INC28.4K shares1.48%2026-03-312026-05-14

LOW LOWES COS INC3.4K shares2.06%2026-03-312026-05-14

ASML ASML HLDG NV600 shares18.34%2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP8.4K shares1.51%2026-03-312026-05-14

Sponsored

SCHX SCHWAB STRATEGIC TR30.8K shares0.00%2026-03-312026-05-14

LINDE PLC LINDE PLC1.6K shares7.63%2026-03-312026-05-14

INTC INTEL CORP17.5K shares5.98%2026-03-312026-05-14

HSY HERSHEY CO3.7K shares0.90%2026-03-312026-05-14

EMR EMERSON ELEC CO5.8K shares2.76%2026-03-312026-05-14

VXUS VANGUARD STAR FDS9.7K shares-2.12%2026-03-312026-05-14

MO ALTRIA GROUP INC11.4K shares2.22%2026-03-312026-05-14

ED CONSOLIDATED EDISON INC6.6K shares-4.88%2026-03-312026-05-14

Sponsored

STRIVE INC STRIVE INC73.8K sharesnew addition2026-03-312026-05-14

AMGN AMGEN INC2.1K shares3.50%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-14

LHX L3HARRIS TECHNOLOGIES INC2.0K shares0.99%2026-03-312026-05-14

SCHC SCHWAB STRATEGIC TR14.8K shares-32.75%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR5.1K shares9.93%2026-03-312026-05-14

HON HONEYWELL INTL INC2.9K shares2.22%2026-03-312026-05-14

NVS NOVARTIS AG4.3K shares3.72%2026-03-312026-05-14

Sponsored

PLTR PALANTIR TECHNOLOGIES INC4.5K shares-2.87%2026-03-312026-05-14

T AT&T INC22.2K shares7.37%2026-03-312026-05-14

TFC TRUIST FINL CORP13.9K shares1.92%2026-03-312026-05-14

BKNG BOOKING HOLDINGS INC151 shares4.14%2026-03-312026-05-14

DIS DISNEY WALT CO6.6K shares2.78%2026-03-312026-05-14

CMI CUMMINS INC1.2K shares2.21%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP2.9K shares13.69%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR9.8K shares109.62%2026-03-312026-05-14

Sponsored

VZ VERIZON COMMUNICATIONS INC11.9K shares24.28%2026-03-312026-05-14

IVE ISHARES TR2.8K shares38.37%2026-03-312026-05-14

PGR PROGRESSIVE CORP2.9K shares0.34%2026-03-312026-05-14

IDEV ISHARES TR6.7K shares0.00%2026-03-312026-05-14

IWD ISHARES TR2.6K shares0.00%2026-03-312026-05-14

FFIV F5 INC1.9K shares0.31%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC1.2K shares-1.15%2026-03-312026-05-14

ITW ILLINOIS TOOL WKS INC2.1K shares2.83%2026-03-312026-05-14

Sponsored

VGSH VANGUARD SCOTTSDALE FDS9.3K shares0.00%2026-03-312026-05-14

FRA BLACKROCK FLOATING RATE INCO48.0K shares3.35%2026-03-312026-05-14

NSC NORFOLK SOUTHN CORP1.8K shares0.55%2026-03-312026-05-14

VSS VANGUARD INTL EQUITY INDEX F3.6K shares-15.81%2026-03-312026-05-14

PH PARKER-HANNIFIN CORP581 shares2.83%2026-03-312026-05-14

SYK STRYKER CORPORATION1.6K shares-6.04%2026-03-312026-05-14

COMP COMPASS INC70.5K shares-58.67%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC1.9K shares3.44%2026-03-312026-05-14

Sponsored

URI UNITED RENTALS INC691 shares-3.22%2026-03-312026-05-14

KLAC KLA CORP341 shares4.92%2026-03-312026-05-14

ECL ECOLAB INC1.9K shares0.86%2026-03-312026-05-14

HLT HILTON WORLDWIDE HLDGS INC1.6K shares1.88%2026-03-312026-05-14

SO SOUTHERN CO5.1K shares-3.11%2026-03-312026-05-14

PEP PEPSICO INC3.1K shares-11.27%2026-03-312026-05-14

ETSY ETSY INC9.4K sharesnew addition2026-03-312026-05-14

QUAL ISHARES TR2.4K shares15.18%2026-03-312026-05-14

Sponsored

POST POST HLDGS INC4.7K shares-7.00%2026-03-312026-05-14

DGRW WISDOMTREE TR5.1K shares0.00%2026-03-312026-05-14

IBDR ISHARES TR18.4K shares-97.42%2026-03-312026-05-14

CB CHUBB LTD SWITZ1.4K shares3.48%2026-03-312026-05-14

DHR DANAHER CORP DEL2.3K shares-5.07%2026-03-312026-05-14

AOA ISHARES TR5.0K shares0.00%2026-03-312026-05-14

CRM SALESFORCE INC2.3K shares-38.47%2026-03-312026-05-14

ADI ANALOG DEVICES INC1.3K shares1.43%2026-03-312026-05-14

Sponsored

PSX PHILLIPS 662.4K shares1.42%2026-03-312026-05-14

COP CONOCOPHILLIPS3.2K shares5.64%2026-03-312026-05-14

PFF ISHARES TR14.0K shares-1.43%2026-03-312026-05-14

SCHB SCHWAB STRATEGIC TR16.9K shares0.00%2026-03-312026-05-14

IOO ISHARES TR3.5K shares0.00%2026-03-312026-05-14

SCHG SCHWAB STRATEGIC TR14.4K shares-13.04%2026-03-312026-05-14

J JACOBS SOLUTIONS INC3.3K shares-3.59%2026-03-312026-05-14

IVW ISHARES TR3.7K shares5.43%2026-03-312026-05-14

Sponsored

CTVA CORTEVA INC4.9K shares1.68%2026-03-312026-05-14

SBUX STARBUCKS CORP4.6K shares3.78%2026-03-312026-05-14

VOE VANGUARD INDEX FDS2.2K shares0.00%2026-03-312026-05-14

XLP SELECT SECTOR SPDR TR4.9K shares-3.45%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC2.5K shares32.65%2026-03-312026-05-14

UNP UNION PAC CORP1.7K shares1.09%2026-03-312026-05-14

IWO ISHARES TR1.3K shares0.00%2026-03-312026-05-14

SMH VANECK ETF TRUST1.0K shares-2.06%2026-03-312026-05-14

Sponsored

VRP INVESCO EXCH TRADED FD TR II16.6K shares-8.55%2026-03-312026-05-14

LNT ALLIANT ENERGY CORP5.5K shares0.97%2026-03-312026-05-14

NOW SERVICENOW INC3.8K shares50.18%2026-03-312026-05-14

DTCR GLOBAL X FDS16.4K shares0.00%2026-03-312026-05-14

IBMR ISHARES TR15.1K shares-0.69%2026-03-312026-05-14

APD AIR PRODUCTS AND CHEMICALS I1.3K shares2.02%2026-03-312026-05-14

WSM WILLIAMS SONOMA INC2.1K shares4.29%2026-03-312026-05-14

ARES ARES MANAGEMENT CORPORATION3.4K shares31.37%2026-03-312026-05-14

Sponsored

GILD GILEAD SCIENCES INC2.6K shares4.71%2026-03-312026-05-14

SHEL SHELL PLC3.9K shares4.63%2026-03-312026-05-14

SUSA ISHARES TR2.7K shares0.93%2026-03-312026-05-14

COF CAPITAL ONE FINL CORP2.0K shares1.51%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC4.9K shares9.06%2026-03-312026-05-14

FBRT FRANKLIN BSP RLTY TR INC41.7K shares0.90%2026-03-312026-05-14

GBDC GOLUB CAP BDC INC27.8K shares0.00%2026-03-312026-05-14

CL COLGATE PALMOLIVE CO4.1K shares4.78%2026-03-312026-05-14

Sponsored

TMUS T-MOBILE US INC1.7K shares12.15%2026-03-312026-05-14

VRA VERA BRADLEY INC106.7K shares0.00%2026-03-312026-05-14

CGMS CAPITAL GRP FIXED INCM ETF T12.4K shares0.00%2026-03-312026-05-14

FAST FASTENAL CO7.2K shares3.16%2026-03-312026-05-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.7K shares-27.06%2026-03-312026-05-14

VDC VANGUARD WORLD FD1.5K shares-5.82%2026-03-312026-05-14

QCOM QUALCOMM INC2.5K shares-15.65%2026-03-312026-05-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP949 shares3.26%2026-03-312026-05-14

Sponsored

EME EMCOR GROUP INC441 shares2.32%2026-03-312026-05-14

VOT VANGUARD INDEX FDS1.3K shares-1.94%2026-03-312026-05-14

VGT VANGUARD WORLD FD462 shares21.58%2026-03-312026-05-14

IBMQ ISHARES TR12.6K shares-0.80%2026-03-312026-05-14

ASTRAZENECA PLC ASTRAZENECA PLC1.6K sharesnew addition2026-03-312026-05-14

FNDC SCHWAB STRATEGIC TR6.7K shares0.00%2026-03-312026-05-14

FDX FEDEX CORP868 shares-1.25%2026-03-312026-05-14

NOC NORTHROP GRUMMAN CORP450 shares2.51%2026-03-312026-05-14

Sponsored

MMM 3M CO2.1K shares2.06%2026-03-312026-05-14

REGN REGENERON PHARMACEUTICALS391 shares2.36%2026-03-312026-05-14

SPOT SPOTIFY TECHNOLOGY S A616 shares1.99%2026-03-312026-05-14

SCHV SCHWAB STRATEGIC TR9.8K shares-9.01%2026-03-312026-05-14

BA BOEING CO1.5K shares2.28%2026-03-312026-05-14

IBMP ISHARES TR11.5K shares-26.18%2026-03-312026-05-14

IYW ISHARES TR1.6K shares0.00%2026-03-312026-05-14

INTU INTUIT669 shares11.50%2026-03-312026-05-14

Sponsored

DGRO ISHARES TR4.1K shares-2.38%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.2K shares-12.74%2026-03-312026-05-14

DEM WISDOMTREE TR5.7K shares0.00%2026-03-312026-05-14

KKR & CO INC KKR & CO INC3.1K shares2.97%2026-03-312026-05-14

KMI KINDER MORGAN INC DEL8.5K shares3.90%2026-03-312026-05-14

GEHC GE HEALTHCARE TECHNOLOGIES I4.0K shares6.78%2026-03-312026-05-14

DOW DOW HLDGS INC6.7K sharesnew addition2026-03-312026-05-14

TM TOYOTA MOTOR CORP1.4K shares6.36%2026-03-312026-05-14

Sponsored

SCHD SCHWAB STRATEGIC TR9.1K shares0.80%2026-03-312026-05-14

HSBC HSBC HLDGS PLC3.3K shares12.71%2026-03-312026-05-14

WMB WILLIAMS COS INC3.7K shares4.44%2026-03-312026-05-14

VO VANGUARD INDEX FDS937 shares0.00%2026-03-312026-05-14

IUSV ISHARES TR2.6K shares0.00%2026-03-312026-05-14

QNITY ELECTRONICS INC QNITY ELECTRONICS INC2.3K sharesnew addition2026-03-312026-05-14

CVS CVS HEALTH CORP3.7K shares-9.50%2026-03-312026-05-14

DTD WISDOMTREE TR3.0K shares0.00%2026-03-312026-05-14

Sponsored

ESGU ISHARES TR1.8K shares0.00%2026-03-312026-05-14

APH AMPHENOL CORP2.0K shares29.32%2026-03-312026-05-14

WDC WESTERN DIGITAL CORP946 sharesnew addition2026-03-312026-05-14

APA CORPORATION APA CORPORATION6.0K sharesnew addition2026-03-312026-05-14

BXSL BLACKSTONE SECD LENDING FD10.7K shares0.09%2026-03-312026-05-14

MCK MCKESSON CORP291 shares12.79%2026-03-312026-05-14

EQR EQUITY RESIDENTIAL4.2K shares1.43%2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO4.1K shares8.15%2026-03-312026-05-14

Sponsored

CACC CREDIT ACCEP CORP MICH583 shares0.00%2026-03-312026-05-14

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO4.6K shares0.00%2026-03-312026-05-14

CMCSA COMCAST CORP NEW8.5K shares7.14%2026-03-312026-05-14

UNILEVER PLC UNILEVER PLC4.3K shares0.37%2026-03-312026-05-14

GBX GREENBRIER COS INC4.6K shares1.80%2026-03-312026-05-14

ARISTA NETWORKS INC ARISTA NETWORKS INC2.0K shares28.47%2026-03-312026-05-14

MPC MARATHON PETE CORP974 sharesnew addition2026-03-312026-05-14

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL607 sharesnew addition2026-03-312026-05-14

Sponsored

EATON CORP PLC EATON CORP PLC663 sharesnew addition2026-03-312026-05-14

VRTX VERTEX PHARMACEUTICALS INC529 shares13.76%2026-03-312026-05-14

EFV ISHARES TR3.2K sharesnew addition2026-03-312026-05-14

TPR TAPESTRY INC1.7K shares-8.03%2026-03-312026-05-14

STLD STEEL DYNAMICS INC1.3K sharesnew addition2026-03-312026-05-14

VV VANGUARD INDEX FDS775 shares2.92%2026-03-312026-05-14

BNL BROADSTONE NET LEASE INC12.6K shares0.00%2026-03-312026-05-14

UPS UNITED PARCEL SVCS INC2.3K sharesnew addition2026-03-312026-05-14

Sponsored

YUM YUM BRANDS INC1.5K shares1.86%2026-03-312026-05-14

SNDK SANDISK CORP362 sharesnew addition2026-03-312026-05-14

MCO MOODYS CORP527 shares7.99%2026-03-312026-05-14

EPD ENTERPRISE PRODS PARTNERS L6.1K sharesnew addition2026-03-312026-05-14

BHP BHP BILLITON LIMITED3.1K sharesnew addition2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC584 shares14.73%2026-03-312026-05-14

PNC PNC FINL SVCS GROUP INC1.1K shares4.93%2026-03-312026-05-14

JCI JOHNSON CONTROLS INTERNATION1.7K shares0.65%2026-03-312026-05-14

Sponsored

FNDX SCHWAB STRATEGIC TR8.0K shares0.00%2026-03-312026-05-14

TSN TYSON FOODS INC3.4K shares0.35%2026-03-312026-05-14

RBC RBC BEARINGS INC405 sharesnew addition2026-03-312026-05-14

TOTALENERGIES SE TOTALENERGIES SE2.4K sharesnew addition2026-03-312026-05-14

MLPX GLOBAL X FDS2.9K sharesnew addition2026-03-312026-05-14

IGM ISHARES TR1.8K shares0.00%2026-03-312026-05-14

VT VANGUARD INTL EQUITY INDEX F1.5K shares0.00%2026-03-312026-05-14

VNQI VANGUARD INTL EQUITY INDEX F4.7K shares0.00%2026-03-312026-05-14

Sponsored

MEDTRONIC PLC MEDTRONIC PLC2.4K shares-7.10%2026-03-312026-05-14

AMT AMERICAN TOWER CORP1.2K sharesnew addition2026-03-312026-05-14

NEM NEWMONT CORP1.9K sharesnew addition2026-03-312026-05-14

CPT CAMDEN PPTY TR2.1K shares-5.92%2026-03-312026-05-14

WAB WABTEC813 sharesnew addition2026-03-312026-05-14

CNP CENTERPOINT ENERGY INC4.7K sharesnew addition2026-03-312026-05-14

WM WASTE MGMT INC DEL872 sharesnew addition2026-03-312026-05-14

BRLT BRILLIANT EARTH GROUP INC148.3K shares0.00%2026-03-312026-05-14

Sponsored

SAN BANCO SANTANDER SA11.6K shares9.84%2026-03-312026-05-14

F FORD MTR CO10.2K shares2.35%2026-03-312026-05-14

MFG MIZUHO FINANCIAL GROUP INC14.1K shares10.48%2026-03-312026-05-14

LYG LLOYDS BANKING GROUP PLC11.3K shares3.76%2026-03-312026-05-14

IVV

ISHARES TR

2.43%

Shares526.7K

Event2026-03-31

Filed2026-05-14

VTIP

VANGUARD MALVERN FDS

16.20%

Shares2.4M

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

2.87%

Shares1.6M

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

5.29%

Shares957.4K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

5.71%

Shares1.2M

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

0.08%

Shares115.3K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

4.47%

Shares592.8K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-0.80%

Shares269.8K

Event2026-03-31

Filed2026-05-14

SPYV

SPDR SERIES TRUST

-1.81%

Shares1.2M

Event2026-03-31

Filed2026-05-14

SPYG

SPDR SERIES TRUST

-1.71%

Shares654.8K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

0.93%

Shares1.0M

Event2026-03-31

Filed2026-05-14

RWL

INVESCO EXCH TRADED FD TR II

8.82%

Shares329.0K

Event2026-03-31

Filed2026-05-14

IBDU

ISHARES TR

2.71%

Shares1.6M

Event2026-03-31

Filed2026-05-14

IBDV

ISHARES TR

5.14%

Shares1.7M

Event2026-03-31

Filed2026-05-14

IBDW

ISHARES TR

7.56%

Shares1.7M

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

5.08%

Shares484.1K

Event2026-03-31

Filed2026-05-14

USMV

ISHARES TR

-0.41%

Shares361.6K

Event2026-03-31

Filed2026-05-14

IBDT

ISHARES TR

2.96%

Shares1.3M

Event2026-03-31

Filed2026-05-14

MDYV

SPDR SERIES TRUST

-0.35%

Shares369.9K

Event2026-03-31

Filed2026-05-14

MDYG

SPDR SERIES TRUST

-0.59%

Shares324.2K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

-9.31%

Shares618.1K

Event2026-03-31

Filed2026-05-14

SDY

SPDR SERIES TRUST

-1.31%

Shares189.4K

Event2026-03-31

Filed2026-05-14

CFG

CITIZENS FINL GROUP INC

6.99%

Shares456.9K

Event2026-03-31

Filed2026-05-14

IBDX

ISHARES TR

21.97%

Shares1.1M

Event2026-03-31

Filed2026-05-14

SLYV

SPDR SERIES TRUST

-0.27%

Shares281.0K

Event2026-03-31

Filed2026-05-14

MDY

STATE STR SPDR S&P MIDCAP 40

-0.38%

Shares41.7K

Event2026-03-31

Filed2026-05-14

IBDS

ISHARES TR

-4.06%

Shares985.5K

Event2026-03-31

Filed2026-05-14

SLYG

SPDR SERIES TRUST

-0.27%

Shares204.1K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

0.67%

Shares44.9K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

3.93%

Shares37.2K

Event2026-03-31

Filed2026-05-14

NYF

ISHARES TR

1.75%

Shares239.9K

Event2026-03-31

Filed2026-05-14

SCZ

ISHARES TR

-0.57%

Shares156.8K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

1.77%

Shares58.4K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

4.01%

Shares66.9K

Event2026-03-31

Filed2026-05-14

DDOG

DATADOG INC

0.48%

Shares82.2K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

1.27%

Shares31.0K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

3.11%

Shares27.4K

Event2026-03-31

Filed2026-05-14

IWB

ISHARES TR

1.05%

Shares22.0K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

-1.14%

Shares31.2K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-9.19%

Shares25.8K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

2.57%

Shares11.3K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

-0.07%

Shares13.9K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

-1.48%

Shares38.9K

Event2026-03-31

Filed2026-05-14

TDTT

FLEXSHARES TR

1.18%

Shares266.0K

Event2026-03-31

Filed2026-05-14

JMST

J P MORGAN EXCHANGE TRADED F

156.75%

Shares121.8K

Event2026-03-31

Filed2026-05-14

JLL

JONES LANG LASALLE INC

-18.97%

Shares19.0K

Event2026-03-31

Filed2026-05-14

VNQ

VANGUARD INDEX FDS

1.15%

Shares58.3K

Event2026-03-31

Filed2026-05-14

DVY

ISHARES TR

0.04%

Shares32.2K

Event2026-03-31

Filed2026-05-14

SOXX

ISHARES TR

0.00%

Shares14.0K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

1.57%

Shares18.1K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

5.76%

Shares13.9K

Event2026-03-31

Filed2026-05-14

INVESCO EXCH TRADED FD TR II

-0.99%

Shares55.2K

Event2026-03-31

Filed2026-05-14

DFAT

DIMENSIONAL ETF TRUST

-0.15%

Shares64.3K

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

0.50%

Shares7.8K

Event2026-03-31

Filed2026-05-14