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The Analysis of Ledyard National Bank's Holdings & P&L

Currently, Ledyard National Bank holds 236 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in N/A (+1.3M shares, valued at $28.1M), N/A (+122.7K shares, valued at $11.2M), N/A (+92.0K shares, valued at $4.5M); decreased their positions in IVV (-13.3K shares, valued at $8.7M), DGRO (-80.1K shares, valued at $5.6M), N/A (-8.0K shares, valued at $2.5M); initiated new positions in N/A (+1.3M shares, valued at $28.1M), N/A (+122.7K shares, valued at $11.2M), N/A (+92.0K shares, valued at $4.5M).

1M P&L

+30.1M+2.97%

3M P&L

+24.9M+2.44%

HY P&L

+80.9M+8.39%

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/A533.4M

55.7%

2Consumer Electronics59.6M

6.2%

3Software - Infrastructure42.3M

4.4%

Top Industries by Stock Count

1N/A78 stocks

36.8%

2Drug Manufacturers - General8 stocks

3.8%

3Utilities - Regulated Electric8 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DGRO ISHARES CORE DIVIDEND GROWTH ETF1.1M shares-6.55%2026-03-312026-04-24

IVV ISHARES CORE S&P 500 ETF103.8K shares-11.38%2026-03-312026-04-24

AAPL APPLE INC234.9K shares-0.40%2026-03-312026-04-24

IEFA ISHARES CORE MSCI EAFE ETF591.8K shares0.21%2026-03-312026-04-24

MSFT MICROSOFT CORP108.3K shares-3.07%2026-03-312026-04-24

BROADCOM INC BROADCOM INC119.6K shares-6.27%2026-03-312026-04-24

DFAE DIMENSIONAL EMERG CORE EQ MKT ETF1.0M shares0.66%2026-03-312026-04-24

FEDERATED HERMES MDT MKT NEUTRAL FUND FEDERATED HERMES MDT MKT NEUTRAL FUND1.3M sharesnew addition2026-03-312026-04-24

Sponsored

ALPHABET INC CL A ALPHABET INC CL A91.0K shares-5.97%2026-03-312026-04-24

MUB ISHARES NATL MUNI BOND ETF238.3K shares4.01%2026-03-312026-04-24

SCHD SCHWAB US DIVIDEND EQUITY ETF802.2K shares5.57%2026-03-312026-04-24

DFA SHORT DURA REAL RET PORTFOLIO FUND DFA SHORT DURA REAL RET PORTFOLIO FUND2.2M shares9.28%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO73.7K shares-4.11%2026-03-312026-04-24

GSIE GOLDMAN SACHS ACTIVEBETA INTL EQUITY ETF497.2K shares-0.16%2026-03-312026-04-24

IQLT ISHARES MSCI INTL QUAL FACTOR ETF437.9K shares1.62%2026-03-312026-04-24

KBWB INVESCO KBW BANK PORT ETF241.7K shares-2.85%2026-03-312026-04-24

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VOE VANGUARD MID CAP VALUE ETF103.7K shares0.93%2026-03-312026-04-24

VFLO VICTORYSHARES FREE CASH FLOW ETF474.1K shares17.84%2026-03-312026-04-24

AMZN AMAZON COM INC75.9K shares-7.14%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC B BERKSHIRE HATHAWAY INC B31.2K shares2.59%2026-03-312026-04-24

CSCO CISCO SYSTEMS INC185.7K shares-4.36%2026-03-312026-04-24

EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF152.0K shares1.64%2026-03-312026-04-24

KR KROGER CO190.3K shares-1.57%2026-03-312026-04-24

V VISA INC44.1K shares-2.07%2026-03-312026-04-24

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GSLC GOLDMAN SACHS ACTIVEBETA US LGE CAP EQ ETF103.1K shares1.26%2026-03-312026-04-24

TJX TJX COMPANIES INC77.8K shares-1.94%2026-03-312026-04-24

QDF FLEXSHARES QUALITY DVD ETF151.3K shares-16.37%2026-03-312026-04-24

PG PROCTER & GAMBLE CO82.1K shares-1.73%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON CO46.7K shares-4.35%2026-03-312026-04-24

TOTALENERGIES SE TOTALENERGIES SE122.7K sharesnew addition2026-03-312026-04-24

GUNR FLEXSHARES MSTAR GLOB UPSTREAM NAT RES ETF195.4K shares6.80%2026-03-312026-04-24

JQUA JPMORGAN US QUALITY FACTOR ETF174.1K shares2.17%2026-03-312026-04-24

Sponsored

HD HOME DEPOT INC31.4K shares-2.71%2026-03-312026-04-24

VV VANGUARD LARGE CAP ETF33.1K shares-4.62%2026-03-312026-04-24

AMGN AMGEN INC26.2K shares-2.72%2026-03-312026-04-24

HON HONEYWELL INTL INC39.9K shares-2.28%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC73.4K shares-1.62%2026-03-312026-04-24

TCAF T ROWE PRICE CAP APP ETF241.0K shares4.59%2026-03-312026-04-24

ALPHABET INC CL C ALPHABET INC CL C28.7K shares-14.10%2026-03-312026-04-24

CAT CATERPILLAR INC11.1K shares-4.48%2026-03-312026-04-24

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XOM EXXON MOBIL CORP43.0K shares8.59%2026-03-312026-04-24

LOW LOWES COMPANIES INC30.4K shares-2.26%2026-03-312026-04-24

EATON CORP PLC EATON CORP PLC19.1K shares-10.20%2026-03-312026-04-24

MEDTRONIC PLC MEDTRONIC PLC77.1K shares-0.40%2026-03-312026-04-24

VIG VANGUARD DIVIDEND APPREC ETF29.0K shares-4.99%2026-03-312026-04-24

WMT WALMART STORES INC48.8K shares0.25%2026-03-312026-04-24

T AT&T INC197.9K shares-0.92%2026-03-312026-04-24

AEP AMERICAN ELECTRIC POWER CO INC43.5K shares-0.25%2026-03-312026-04-24

Sponsored

PFE PFIZER INC182.6K shares2.24%2026-03-312026-04-24

NVDA NVIDIA CORP27.7K shares-4.27%2026-03-312026-04-24

REGN REGENERON PHARMACEUTICALS INC6.2K shares1.52%2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC17.4K shares2.54%2026-03-312026-04-24

EOG EOG RESOURCES INC31.8K shares13.93%2026-03-312026-04-24

SPY SPDR S&P 500 ETF TRUST7.0K shares-1.53%2026-03-312026-04-24

ALPHA ARCHITECT US EQUITY 3 ETF ALPHA ARCHITECT US EQUITY 3 ETF92.0K sharesnew addition2026-03-312026-04-24

EVRG EVERGY INC54.8K shares-2.16%2026-03-312026-04-24

Sponsored

LLY ELI LILLY & CO4.9K shares-1.22%2026-03-312026-04-24

NEE NEXTERA ENERGY INC47.1K shares-0.92%2026-03-312026-04-24

VGK VANGUARD FTSE EUROPE ETF51.8K shares-5.38%2026-03-312026-04-24

XLK SPDR TECHNOLOGY SELECT SECTOR ETF31.3K shares-7.32%2026-03-312026-04-24

ABBV ABBVIE INC17.9K shares-5.12%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHINES CORP15.7K shares-0.85%2026-03-312026-04-24

ACCENTURE PLC ACCENTURE PLC19.0K shares0.71%2026-03-312026-04-24

UNP UNION PACIFIC CORP15.1K shares0.65%2026-03-312026-04-24

Sponsored

ADBE ADOBE INC14.9K shares6.09%2026-03-312026-04-24

MET METLIFE INC49.7K shares-4.00%2026-03-312026-04-24

VSGX VANGUARD ESG INTL STOCK ETF47.5K shares0.40%2026-03-312026-04-24

XLF SPDR FINANCIAL SELECT SECTOR ETF68.3K shares-6.78%2026-03-312026-04-24

MAS MASCO CORP52.7K shares4.65%2026-03-312026-04-24

SUSA ISHARES MSCI USA ESG SELECT SOCIAL IDX ETF23.7K shares4.56%2026-03-312026-04-24

ALPHA ARCHITECT US EQUITY 2 ETF ALPHA ARCHITECT US EQUITY 2 ETF66.5K shares-3.09%2026-03-312026-04-24

VTI VANGUARD TOTAL STOCK MKT ETF9.3K shares-4.79%2026-03-312026-04-24

Sponsored

VPL VANGUARD FTSE PACIFIC ETF30.0K shares-4.04%2026-03-312026-04-24

LECO LINCOLN ELECTRIC HOLDINGS11.4K shares-7.17%2026-03-312026-04-24

VIS VANGUARD INDUSTRIALS ETF9.0K shares-6.29%2026-03-312026-04-24

CRM SALESFORCE INC14.8K shares10.13%2026-03-312026-04-24

GSK PLC GSK PLC49.9K shares1.30%2026-03-312026-04-24

CENCORA INC CENCORA INC8.8K shares-1.28%2026-03-312026-04-24

RTX RTX CORPORATION13.7K shares-3.92%2026-03-312026-04-24

PEP PEPSICO INC16.9K shares-4.03%2026-03-312026-04-24

Sponsored

LINDE PLC LINDE PLC5.2K shares2.52%2026-03-312026-04-24

MA MASTERCARD INC CL A5.1K shares-4.55%2026-03-312026-04-24

EMR EMERSON ELECTRIC CO18.9K shares-13.45%2026-03-312026-04-24

TGT TARGET CORP20.3K shares-1.75%2026-03-312026-04-24

AIG AMERICAN INTERNATIONAL GROUP INC30.4K shares1.63%2026-03-312026-04-24

EXC EXELON CORP46.4K shares5.52%2026-03-312026-04-24

ORCL ORACLE CORPORATION14.7K shares-15.76%2026-03-312026-04-24

CVX CHEVRON CORPORATION10.3K shares-0.18%2026-03-312026-04-24

Sponsored

AMAT APPLIED MATERIALS INC6.1K shares-11.60%2026-03-312026-04-24

TT TRANE TECHNOLOGIES PLC5.0K shares-1.18%2026-03-312026-04-24

IWV ISHARES RUSSELL 3000 ETF4.8K shares-1.79%2026-03-312026-04-24

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR S21.3K shares-3.73%2026-03-312026-04-24

UTHR UNITED THERAPEUTICS CORP2.8K shares0.00%2026-03-312026-04-24

COST COSTCO WHOLESALE CORP1.6K shares-6.74%2026-03-312026-04-24

INTU INTUIT3.6K shares7.95%2026-03-312026-04-24

INVESCO QQQ TRUST SERIES 1 ETF INVESCO QQQ TRUST SERIES 1 ETF2.7K shares63.52%2026-03-312026-04-24

Sponsored

ADP AUTOMATIC DATA PROCESSING INC7.6K shares-14.43%2026-03-312026-04-24

MMC MARSH & MCLENNAN CO INC8.9K shares6.30%2026-03-312026-04-24

ABT ABBOTT LABORATORIES14.8K shares-6.93%2026-03-312026-04-24

NULV NUVEEN ESG LGE CAP VALUE ETF33.3K sharesnew addition2026-03-312026-04-24

SDY SPDR S&P DIVIDEND ETF10.1K shares-5.83%2026-03-312026-04-24

AXP AMERICAN EXPRESS CO4.7K shares-0.36%2026-03-312026-04-24

NUDM NUVEEN ESG INTL DEV MKTS EQ ETF39.0K shares1.40%2026-03-312026-04-24

KO COCA COLA CO18.2K shares-5.47%2026-03-312026-04-24

Sponsored

XLY SPDR CONS DISC SELECT SECTOR ETF12.7K shares-6.67%2026-03-312026-04-24

TMO THERMO FISHER SCIENTIFIC2.7K shares-19.96%2026-03-312026-04-24

IJH ISHARES CORE S&P MIDCAP ETF19.3K shares-2.40%2026-03-312026-04-24

EW EDWARDS LIFESCIENCES CORP16.2K shares-0.31%2026-03-312026-04-24

FAN FIRST TRUST GLOBAL WIND ENERGY ETF50.8K shares-2.33%2026-03-312026-04-24

IWF ISHARES RUSSELL 1000 GROWTH ETF2.9K shares21.78%2026-03-312026-04-24

MCD MCDONALDS CORP3.9K shares-9.82%2026-03-312026-04-24

EFA ISHARES MSCI EAFE INDEX ETF12.2K shares-12.75%2026-03-312026-04-24

Sponsored

DHR DANAHER CORP6.3K shares-16.37%2026-03-312026-04-24

MMM 3M CO8.1K shares-0.12%2026-03-312026-04-24

VGT VANGUARD INFO TECH ETF1.5K shares-0.64%2026-03-312026-04-24

BMY BRISTOL MYERS SQUIBB CO17.2K shares-0.27%2026-03-312026-04-24

AAUS ALPHA ARCHITECT US EQUITY ETF19.3K shares-9.01%2026-03-312026-04-24

ITW ILLINOIS TOOL WORKS INC3.8K shares0.42%2026-03-312026-04-24

XLV SPDR HEALTH CARE SELECT SECTOR ETF6.7K shares-1.11%2026-03-312026-04-24

VTIP VANGUARD SHORT TERM TIPS ETF19.6K shares0.00%2026-03-312026-04-24

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PRINCIPAL GLOBAL LISTED INF INST PRINCIPAL GLOBAL LISTED INF INST75.5K shares2.69%2026-03-312026-04-24

AMT AMERICAN TOWER CORP5.5K shares-2.01%2026-03-312026-04-24

ADI ANALOG DEVICES INC2.8K shares-21.56%2026-03-312026-04-24

GLD SPDR GOLD SHARES ETF2.0K shares-2.53%2026-03-312026-04-24

INTC INTEL CORP19.2K shares-1.93%2026-03-312026-04-24

BLACKROCK INC BLACKROCK INC868 shares-10.88%2026-03-312026-04-24

ED CONSOLIDATED EDISON INC6.6K shares-0.08%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE2.6K shares-7.01%2026-03-312026-04-24

Sponsored

BRK.A BERKSHIRE HATHAWAY INC A1 shares0.00%2026-03-312026-04-24

DSI ISHARES MSCI KLD 400 SOCIAL ETF5.6K shares54.08%2026-03-312026-04-24

META META PLATFORMS INC1.2K shares-6.13%2026-03-312026-04-24

CSX CSX CORP16.3K shares-7.81%2026-03-312026-04-24

IJR ISHARES CORE S&P SMALL CAP ETF5.3K shares-8.54%2026-03-312026-04-24

KMB KIMBERLY-CLARK CORP6.8K shares-1.13%2026-03-312026-04-24

VEA VANGUARD FTSE DEV MKT ETF10.1K shares-10.59%2026-03-312026-04-24

DVY ISHARES SELECT DIVIDEND ETF4.3K shares-1.16%2026-03-312026-04-24

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VYM VANGUARD HIGH DIVIDEND YIELD ETF4.3K shares19.32%2026-03-312026-04-24

LQD ISHARES IBOXX INV GRADE CORP BD ETF5.8K shares-0.86%2026-03-312026-04-24

PM PHILIP MORRIS INTERNATIONAL INC3.7K shares-0.11%2026-03-312026-04-24

SYK STRYKER CORP1.9K shares-2.40%2026-03-312026-04-24

TRV TRAVELERS COS INC2.1K shares0.10%2026-03-312026-04-24

FITB FIFTH THIRD BANCORP13.0K sharesnew addition2026-03-312026-04-24

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF3.1K sharesnew addition2026-03-312026-04-24

CMCSA COMCAST CORP20.6K shares-44.72%2026-03-312026-04-24

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MS MORGAN STANLEY3.6K shares-23.36%2026-03-312026-04-24

SCHW CHARLES SCHWAB CORP6.2K shares-0.03%2026-03-312026-04-24

DE DEERE & COMPANY1.0K shares-2.09%2026-03-312026-04-24

HSY HERSHEY COMPANY2.8K shares0.76%2026-03-312026-04-24

NKE NIKE INC CLASS B10.4K shares-11.17%2026-03-312026-04-24

CARR CARRIER GLOBAL CORP9.6K shares-4.62%2026-03-312026-04-24

AEE AMEREN CORP4.8K shares0.00%2026-03-312026-04-24

BAC BANK OF AMERICA CORP10.4K shares-5.40%2026-03-312026-04-24

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VZ VERIZON COMMUNICATIONS9.9K shares-9.94%2026-03-312026-04-24

ATO ATMOS ENERGY CORP2.7K shares-7.96%2026-03-312026-04-24

AUB ATLANTIC UNION BANKSHARES CORP13.5K shares0.00%2026-03-312026-04-24

ASML ASML HOLDING NV362 shares-32.21%2026-03-312026-04-24

GLW CORNING INC3.4K shares-24.78%2026-03-312026-04-24

SOLSTICE ADVANCED MATERIALS INC SOLSTICE ADVANCED MATERIALS INC6.1K shares-30.06%2026-03-312026-04-24

VLO VALERO ENERGY CORP1.9K shares-6.36%2026-03-312026-04-24

WM WASTE MANAGEMENT2.0K shares-4.77%2026-03-312026-04-24

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TTEK TETRA TECH INC15.1K shares0.00%2026-03-312026-04-24

USMV ISHARES EDGE MSCI MIN VOL USA ETF4.9K shares12.04%2026-03-312026-04-24

VOT VANGUARD MID CAP GROWTH ETF1.8K shares0.00%2026-03-312026-04-24

SHEL SHELL PLC ADR4.8K shares-0.41%2026-03-312026-04-24

DIS WALT DISNEY CO4.6K shares-2.60%2026-03-312026-04-24

PPL PPL CORP11.7K shares0.00%2026-03-312026-04-24

QDEF FLEXSHARES QUALITY DIV DEFENSIVE ETF5.5K shares-0.76%2026-03-312026-04-24

QUAL ISHARES EDGE MSCI USA QUAL FACT ETF2.3K shares-10.98%2026-03-312026-04-24

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XLI SPDR INDUSTRIAL SELECT SECTOR ETF2.7K shares-2.89%2026-03-312026-04-24

KLAC KLA CORP295 shares-0.34%2026-03-312026-04-24

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF651 shares-34.38%2026-03-312026-04-24

VRT VERTIV HOLDINGS CO1.5K shares-24.46%2026-03-312026-04-24

IBDT ISHARES IBONDS DEC 2028 TERM CORP ETF14.9K shares-1.85%2026-03-312026-04-24

PNC PNC FINANCIAL SERVICES GROUP1.8K shares-4.59%2026-03-312026-04-24

IDXX IDEXX LABORATORIES INC661 shares-8.95%2026-03-312026-04-24

YUM YUM BRANDS INC2.4K shares0.08%2026-03-312026-04-24

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VUG VANGUARD GROWTH ETF833 shares-0.12%2026-03-312026-04-24

CAC CAMDEN NATIONAL CORP7.7K shares-1.29%2026-03-312026-04-24

GEV GE VERNOVA LLC415 shares-9.78%2026-03-312026-04-24

AZO AUTOZONE INC107 shares0.00%2026-03-312026-04-24

EFG ISHARES MSCI EAFE GROWTH ETF3.2K shares0.00%2026-03-312026-04-24

IBDU ISHARES IBONDS DEC 2029 TERM CORP ETF15.3K shares-5.88%2026-03-312026-04-24

MDY SPDR S&P MIDCAP 400 ETF TRUST569 shares-4.85%2026-03-312026-04-24

BK BANK OF NEW YORK MELLON CORP3.0K shares0.03%2026-03-312026-04-24

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IWM ISHARES RUSSELL 2000 ETF1.4K shares0.00%2026-03-312026-04-24

CMF ISHARES CALIFORNIA MUNI BOND ETF6.0K shares0.00%2026-03-312026-04-24

LRGF ISHARES U S EQUITY FACTOR ETF5.2K shares-4.52%2026-03-312026-04-24

IWD ISHARES RUSSELL 1000 VALUE ETF1.6K shares0.00%2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC396 shares-0.50%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES1.6K shares-23.25%2026-03-312026-04-24

IBDS ISHARES IBONDS DEC 2027 TERM CORP ETF13.6K shares0.00%2026-03-312026-04-24

ECL ECOLAB INC1.2K shares0.99%2026-03-312026-04-24

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ROP ROPER TECHNOLOGIES, INC909 shares2.36%2026-03-312026-04-24

SBUX STARBUCKS CORP3.6K shares-25.59%2026-03-312026-04-24

AGG ISHARES CORE TOT AGGR US BOND ETF3.2K shares-38.86%2026-03-312026-04-24

PHO INVESCO WATER RESOURCES ETF4.5K shares-5.98%2026-03-312026-04-24

ISRG INTUITIVE SURGICAL INC656 shares18.41%2026-03-312026-04-24

EPD ENTERPRISE PRODUCTS PRTN LP8.0K shares3.37%2026-03-312026-04-24

AMP AMERIPRISE FINANCIAL INC673 shares0.30%2026-03-312026-04-24

PEG PUBLIC SERVICE ENTERPRISE GROUP3.6K shares-0.19%2026-03-312026-04-24

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VTV VANGUARD VALUE ETF1.5K shares0.00%2026-03-312026-04-24

PHYS SPROTT PHYSICAL GOLD TRUST8.2K shares0.00%2026-03-312026-04-24

MTD METTLER-TOLEDO INTL INC229 shares-29.32%2026-03-312026-04-24

HWM HOWMET AEROSPACE INC1.2K shares-32.88%2026-03-312026-04-24

ISHARES GOLD TRUST ETF ISHARES GOLD TRUST ETF3.2K shares0.00%2026-03-312026-04-24

NDAQ NASDAQ INC3.3K shares-0.64%2026-03-312026-04-24

CPNG COUPANG INC14.2K shares-17.02%2026-03-312026-04-24

USIG ISHARES BROAD USD INV GR CORP BOND ETF5.0K shares0.00%2026-03-312026-04-24

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IBDR ISHARES IBONDS DEC 2026 TERM CORP ETF10.5K shares0.00%2026-03-312026-04-24

TAN INVESCO SOLAR ETF4.5K shares0.00%2026-03-312026-04-24

NFLX NETFLIX INC2.6K shares2.24%2026-03-312026-04-24

IWR ISHARES RUSSELL MID CAP ETF2.5K shares0.00%2026-03-312026-04-24

TSLA TESLA INC665 shares-2.64%2026-03-312026-04-24

MDLZ MONDELEZ INTERNATIONAL INC A4.2K shares-30.41%2026-03-312026-04-24

ICE INTERCONTINENTAL EXCHANGE INC1.5K shares-0.39%2026-03-312026-04-24

IVW ISHARES S&P GROWTH INDEX ETF2.1K shares0.00%2026-03-312026-04-24

Sponsored

SNY SANOFI ADR4.9K shares-19.87%2026-03-312026-04-24

HOLX HOLOGIC INC3.1K shares0.00%2026-03-312026-04-24

PODD INSULET CORP1.1K shares-8.96%2026-03-312026-04-24

PPG PPG INDUSTRIES2.2K shares-0.41%2026-03-312026-04-24

FULT FULTON FINANCIAL CORP11.4K sharesnew addition2026-03-312026-04-24

IGIB ISHARES 5-10 YR INV GRADE CORP BOND ETF4.3K shares0.00%2026-03-312026-04-24

IR INGERSOLL RAND INC2.8K shares0.00%2026-03-312026-04-24

CL COLGATE PALMOLIVE INC2.6K shares-9.71%2026-03-312026-04-24

Sponsored

NVS NOVARTIS AG SPON ADR1.4K shares-7.26%2026-03-312026-04-24

LMT LOCKHEED MARTIN CORP351 sharesnew addition2026-03-312026-04-24

SYY SYSCO CORPORATION3.0K shares-0.03%2026-03-312026-04-24

VNQ VANGUARD REIT INDEX ETF2.4K shares0.00%2026-03-312026-04-24

CW CURTISS WRIGHT CORP305 sharesnew addition2026-03-312026-04-24

FLGB FRANKLIN FTSE UNITED KINGDOM ETF6.0K sharesnew addition2026-03-312026-04-24

BALL BALL CORP3.5K shares-15.04%2026-03-312026-04-24

VBR VANGUARD SMALL CAP VALUE ETF950 shares-3.46%2026-03-312026-04-24

Sponsored

VRTX VERTEX PHARMACEUTICALS INC457 shares0.88%2026-03-312026-04-24

TXN TEXAS INSTRUMENTS INC1.0K sharesnew addition2026-03-312026-04-24

BKNG BOOKING HOLDINGS INC48 shares0.00%2026-03-312026-04-24

HBAN HUNTINGTON BANCSHARES INC11.0K shares0.82%2026-03-312026-04-24

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

-6.55%

Shares1.1M

Event2026-03-31

Filed2026-04-24

IVV

ISHARES CORE S&P 500 ETF

-11.38%

Shares103.8K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-0.40%

Shares234.9K

Event2026-03-31

Filed2026-04-24

IEFA

ISHARES CORE MSCI EAFE ETF

0.21%

Shares591.8K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

-3.07%

Shares108.3K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

-6.27%

Shares119.6K

Event2026-03-31

Filed2026-04-24

DFAE

DIMENSIONAL EMERG CORE EQ MKT ETF

0.66%

Shares1.0M

Event2026-03-31

Filed2026-04-24

FEDERATED HERMES MDT MKT NEUTRAL FUND

New

Shares1.3M

Event2026-03-31

Filed2026-04-24

ALPHABET INC CL A

-5.97%

Shares91.0K

Event2026-03-31

Filed2026-04-24

MUB

ISHARES NATL MUNI BOND ETF

4.01%

Shares238.3K

Event2026-03-31

Filed2026-04-24

SCHD

SCHWAB US DIVIDEND EQUITY ETF

5.57%

Shares802.2K

Event2026-03-31

Filed2026-04-24

DFA SHORT DURA REAL RET PORTFOLIO FUND

9.28%

Shares2.2M

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-4.11%

Shares73.7K

Event2026-03-31

Filed2026-04-24

GSIE

GOLDMAN SACHS ACTIVEBETA INTL EQUITY ETF

-0.16%

Shares497.2K

Event2026-03-31

Filed2026-04-24

IQLT

ISHARES MSCI INTL QUAL FACTOR ETF

1.62%

Shares437.9K

Event2026-03-31

Filed2026-04-24

KBWB

INVESCO KBW BANK PORT ETF

-2.85%

Shares241.7K

Event2026-03-31

Filed2026-04-24

VOE

VANGUARD MID CAP VALUE ETF

0.93%

Shares103.7K

Event2026-03-31

Filed2026-04-24

VFLO

VICTORYSHARES FREE CASH FLOW ETF

17.84%

Shares474.1K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-7.14%

Shares75.9K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC B

2.59%

Shares31.2K

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYSTEMS INC

-4.36%

Shares185.7K

Event2026-03-31

Filed2026-04-24

EFAV

ISHARES MSCI EAFE MIN VOL FACTOR ETF

1.64%

Shares152.0K

Event2026-03-31

Filed2026-04-24

KROGER CO

-1.57%

Shares190.3K

Event2026-03-31

Filed2026-04-24

VISA INC

-2.07%

Shares44.1K

Event2026-03-31

Filed2026-04-24

GSLC

GOLDMAN SACHS ACTIVEBETA US LGE CAP EQ ETF

1.26%

Shares103.1K

Event2026-03-31

Filed2026-04-24

TJX

TJX COMPANIES INC

-1.94%

Shares77.8K

Event2026-03-31

Filed2026-04-24

QDF

FLEXSHARES QUALITY DVD ETF

-16.37%

Shares151.3K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

-1.73%

Shares82.1K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON CO

-4.35%

Shares46.7K

Event2026-03-31

Filed2026-04-24

TOTALENERGIES SE

New

Shares122.7K

Event2026-03-31

Filed2026-04-24

GUNR

FLEXSHARES MSTAR GLOB UPSTREAM NAT RES ETF

6.80%

Shares195.4K

Event2026-03-31

Filed2026-04-24

JQUA

JPMORGAN US QUALITY FACTOR ETF

2.17%

Shares174.1K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

-2.71%

Shares31.4K

Event2026-03-31

Filed2026-04-24

VANGUARD LARGE CAP ETF

-4.62%

Shares33.1K

Event2026-03-31

Filed2026-04-24

AMGN

AMGEN INC

-2.72%

Shares26.2K

Event2026-03-31

Filed2026-04-24

HON

HONEYWELL INTL INC

-2.28%

Shares39.9K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

-1.62%

Shares73.4K

Event2026-03-31

Filed2026-04-24

TCAF

T ROWE PRICE CAP APP ETF

4.59%

Shares241.0K

Event2026-03-31

Filed2026-04-24

ALPHABET INC CL C

-14.10%

Shares28.7K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

-4.48%

Shares11.1K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

8.59%

Shares43.0K

Event2026-03-31

Filed2026-04-24

LOW

LOWES COMPANIES INC

-2.26%

Shares30.4K

Event2026-03-31

Filed2026-04-24

EATON CORP PLC

-10.20%

Shares19.1K

Event2026-03-31

Filed2026-04-24

MEDTRONIC PLC

-0.40%

Shares77.1K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD DIVIDEND APPREC ETF

-4.99%

Shares29.0K

Event2026-03-31

Filed2026-04-24

WMT

WALMART STORES INC

0.25%

Shares48.8K

Event2026-03-31

Filed2026-04-24

AT&T INC

-0.92%

Shares197.9K

Event2026-03-31

Filed2026-04-24

AEP

AMERICAN ELECTRIC POWER CO INC

-0.25%

Shares43.5K

Event2026-03-31

Filed2026-04-24

PFE

PFIZER INC

2.24%

Shares182.6K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORP

-4.27%

Shares27.7K

Event2026-03-31

Filed2026-04-24

REGN

REGENERON PHARMACEUTICALS INC

1.52%

Shares6.2K

Event2026-03-31

Filed2026-04-24

UNH

UNITEDHEALTH GROUP INC

2.54%

Shares17.4K

Event2026-03-31

Filed2026-04-24

EOG

EOG RESOURCES INC

13.93%

Shares31.8K

Event2026-03-31

Filed2026-04-24

SPY

SPDR S&P 500 ETF TRUST

-1.53%

Shares7.0K

Event2026-03-31

Filed2026-04-24

ALPHA ARCHITECT US EQUITY 3 ETF

New

Shares92.0K

Event2026-03-31

Filed2026-04-24

EVRG

EVERGY INC

-2.16%

Shares54.8K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

-1.22%

Shares4.9K

Event2026-03-31

Filed2026-04-24

NEE

NEXTERA ENERGY INC

-0.92%

Shares47.1K

Event2026-03-31

Filed2026-04-24

VGK

VANGUARD FTSE EUROPE ETF

-5.38%

Shares51.8K

Event2026-03-31

Filed2026-04-24

XLK

SPDR TECHNOLOGY SELECT SECTOR ETF

-7.32%

Shares31.3K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC

-5.12%

Shares17.9K

Event2026-03-31

Filed2026-04-24

IBM

INTERNATIONAL BUSINESS MACHINES CORP

-0.85%

Shares15.7K

Event2026-03-31

Filed2026-04-24

ACCENTURE PLC

0.71%

Shares19.0K

Event2026-03-31

Filed2026-04-24

UNP

UNION PACIFIC CORP

0.65%

Shares15.1K

Event2026-03-31

Filed2026-04-24

ADBE

ADOBE INC

6.09%

Shares14.9K

Event2026-03-31

Filed2026-04-24

MET

METLIFE INC

-4.00%

Shares49.7K

Event2026-03-31

Filed2026-04-24

VSGX

VANGUARD ESG INTL STOCK ETF

0.40%

Shares47.5K

Event2026-03-31

Filed2026-04-24

XLF

SPDR FINANCIAL SELECT SECTOR ETF

-6.78%

Shares68.3K

Event2026-03-31

Filed2026-04-24

MAS

MASCO CORP

4.65%

Shares52.7K

Event2026-03-31

Filed2026-04-24

SUSA

ISHARES MSCI USA ESG SELECT SOCIAL IDX ETF

4.56%

Shares23.7K

Event2026-03-31

Filed2026-04-24

ALPHA ARCHITECT US EQUITY 2 ETF

-3.09%

Shares66.5K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD TOTAL STOCK MKT ETF

-4.79%

Shares9.3K

Event2026-03-31

Filed2026-04-24

VPL

VANGUARD FTSE PACIFIC ETF

-4.04%

Shares30.0K

Event2026-03-31

Filed2026-04-24

LECO

LINCOLN ELECTRIC HOLDINGS

-7.17%

Shares11.4K

Event2026-03-31

Filed2026-04-24

VIS

VANGUARD INDUSTRIALS ETF

-6.29%

Shares9.0K

Event2026-03-31

Filed2026-04-24

CRM

SALESFORCE INC

10.13%

Shares14.8K

Event2026-03-31

Filed2026-04-24

GSK PLC

1.30%

Shares49.9K

Event2026-03-31

Filed2026-04-24

CENCORA INC

-1.28%

Shares8.8K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

-3.92%

Shares13.7K

Event2026-03-31

Filed2026-04-24

PEP

PEPSICO INC

-4.03%

Shares16.9K

Event2026-03-31

Filed2026-04-24

LINDE PLC

2.52%

Shares5.2K

Event2026-03-31

Filed2026-04-24

MASTERCARD INC CL A

-4.55%

Shares5.1K

Event2026-03-31

Filed2026-04-24

EMR

EMERSON ELECTRIC CO

-13.45%

Shares18.9K

Event2026-03-31

Filed2026-04-24

TGT

TARGET CORP

-1.75%

Shares20.3K

Event2026-03-31

Filed2026-04-24

AIG

AMERICAN INTERNATIONAL GROUP INC

1.63%

Shares30.4K

Event2026-03-31

Filed2026-04-24

EXC

EXELON CORP

5.52%

Shares46.4K

Event2026-03-31

Filed2026-04-24

ORCL

ORACLE CORPORATION

-15.76%

Shares14.7K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

-0.18%

Shares10.3K

Event2026-03-31

Filed2026-04-24

AMAT

APPLIED MATERIALS INC

-11.60%

Shares6.1K

Event2026-03-31

Filed2026-04-24

TRANE TECHNOLOGIES PLC

-1.18%

Shares5.0K

Event2026-03-31

Filed2026-04-24

IWV

ISHARES RUSSELL 3000 ETF

-1.79%

Shares4.8K

Event2026-03-31

Filed2026-04-24

XLP

STATE STREET CONSUMER STAPLES SELECT SECTOR S

-3.73%

Shares21.3K

Event2026-03-31

Filed2026-04-24

UTHR

UNITED THERAPEUTICS CORP

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORP

-6.74%

Shares1.6K

Event2026-03-31

Filed2026-04-24

INTU

INTUIT

7.95%

Shares3.6K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TRUST SERIES 1 ETF

63.52%

Shares2.7K

Event2026-03-31

Filed2026-04-24

ADP

AUTOMATIC DATA PROCESSING INC

-14.43%

Shares7.6K

Event2026-03-31

Filed2026-04-24

MMC

MARSH & MCLENNAN CO INC

6.30%

Shares8.9K

Event2026-03-31

Filed2026-04-24

ABT

ABBOTT LABORATORIES

-6.93%

Shares14.8K

Event2026-03-31

Filed2026-04-24

NULV

NUVEEN ESG LGE CAP VALUE ETF

New

Shares33.3K

Event2026-03-31

Filed2026-04-24

SDY

SPDR S&P DIVIDEND ETF

-5.83%

Shares10.1K

Event2026-03-31

Filed2026-04-24

AXP

AMERICAN EXPRESS CO

-0.36%

Shares4.7K

Event2026-03-31

Filed2026-04-24

NUDM

NUVEEN ESG INTL DEV MKTS EQ ETF

1.40%

Shares39.0K

Event2026-03-31

Filed2026-04-24

COCA COLA CO

-5.47%

Shares18.2K

Event2026-03-31

Filed2026-04-24

XLY

SPDR CONS DISC SELECT SECTOR ETF

-6.67%

Shares12.7K

Event2026-03-31

Filed2026-04-24

TMO

THERMO FISHER SCIENTIFIC

-19.96%

Shares2.7K

Event2026-03-31

Filed2026-04-24

IJH

ISHARES CORE S&P MIDCAP ETF

-2.40%

Shares19.3K

Event2026-03-31

Filed2026-04-24

EDWARDS LIFESCIENCES CORP

-0.31%

Shares16.2K

Event2026-03-31

Filed2026-04-24

FAN

FIRST TRUST GLOBAL WIND ENERGY ETF

-2.33%

Shares50.8K

Event2026-03-31

Filed2026-04-24

IWF

ISHARES RUSSELL 1000 GROWTH ETF

21.78%

Shares2.9K

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

-9.82%

Shares3.9K

Event2026-03-31

Filed2026-04-24

EFA

ISHARES MSCI EAFE INDEX ETF

-12.75%

Shares12.2K

Event2026-03-31

Filed2026-04-24

DHR

DANAHER CORP

-16.37%

Shares6.3K

Event2026-03-31

Filed2026-04-24

MMM

3M CO

-0.12%

Shares8.1K

Event2026-03-31

Filed2026-04-24

VGT

VANGUARD INFO TECH ETF

-0.64%

Shares1.5K

Event2026-03-31

Filed2026-04-24

BMY

BRISTOL MYERS SQUIBB CO

-0.27%

Shares17.2K

Event2026-03-31

Filed2026-04-24

AAUS

ALPHA ARCHITECT US EQUITY ETF

-9.01%

Shares19.3K

Event2026-03-31

Filed2026-04-24

ITW

ILLINOIS TOOL WORKS INC

0.42%

Shares3.8K

Event2026-03-31

Filed2026-04-24

XLV

SPDR HEALTH CARE SELECT SECTOR ETF

-1.11%

Shares6.7K

Event2026-03-31

Filed2026-04-24

VTIP

VANGUARD SHORT TERM TIPS ETF

0.00%

Shares19.6K

Event2026-03-31

Filed2026-04-24

PRINCIPAL GLOBAL LISTED INF INST

2.69%

Shares75.5K

Event2026-03-31

Filed2026-04-24

AMT

AMERICAN TOWER CORP

-2.01%

Shares5.5K

Event2026-03-31

Filed2026-04-24

ADI

ANALOG DEVICES INC

-21.56%

Shares2.8K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD SHARES ETF

-2.53%

Shares2.0K

Event2026-03-31

Filed2026-04-24

INTC

INTEL CORP

-1.93%

Shares19.2K

Event2026-03-31

Filed2026-04-24

BLACKROCK INC

-10.88%

Shares868

Event2026-03-31

Filed2026-04-24

CONSOLIDATED EDISON INC

-0.08%

Shares6.6K

Event2026-03-31

Filed2026-04-24

GE AEROSPACE

-7.01%

Shares2.6K

Event2026-03-31

Filed2026-04-24

BRK.A

BERKSHIRE HATHAWAY INC A

0.00%

Shares1

Event2026-03-31

Filed2026-04-24

DSI

ISHARES MSCI KLD 400 SOCIAL ETF

54.08%

Shares5.6K

Event2026-03-31

Filed2026-04-24