Sponsored

The Analysis of Manchester Capital Management LLC's Holdings & P&L

Currently, Manchester Capital Management LLC holds 1306 types of securities in its portfolio with a total value $694.3M. In the most recent quarter, they have increased their positions in AAPL (+7.8K shares, valued at $2.0M), WAT (+2.3K shares, valued at $686.1K), N/A (+19.2K shares, valued at $449.4K); decreased their positions in IWM (-7.6K shares, valued at $1.9M), N/A (-5.5K shares, valued at $1.3M), GLD (-2.0K shares, valued at $849.4K); initiated new positions in N/A (+19.2K shares, valued at $449.4K), N/A (+1.4K shares, valued at $279.1K), ICSH (+4.0K shares, valued at $203.8K).

1M P&L

+23.1M+3.57%

3M P&L

-48.7M-6.77%

HY P&L

-25.4M-3.65%

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/A268.2M

43.2%

2Consumer Electronics65.5M

10.5%

3Integrated Freight & Logistics34.5M

5.5%

Top Industries by Stock Count

1N/A185 stocks

14.7%

2Software - Application54 stocks

4.3%

3Software - Infrastructure38 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T163.8K shares-0.21%2026-03-312026-05-11

AAPL APPLE INC248.4K shares3.26%2026-03-312026-05-11

UPS UNITED PARCEL SVCS INC339.3K shares-0.57%2026-03-312026-05-11

FTAI AVIATION LTD FTAI AVIATION LTD95.5K shares-5.40%2026-03-312026-05-11

AMZN AMAZON COM INC108.6K shares-1.08%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS37.0K shares1.10%2026-03-312026-05-11

NVDA NVIDIA CORPORATION97.8K shares-0.49%2026-03-312026-05-11

DSI ISHARES TR135.1K shares-2.52%2026-03-312026-05-11

Sponsored

ALPHABET INC ALPHABET INC56.1K shares-2.67%2026-03-312026-05-11

MSFT MICROSOFT CORP39.0K shares-0.83%2026-03-312026-05-11

ALPHABET INC ALPHABET INC48.8K shares-2.05%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL27.2K shares-1.69%2026-03-312026-05-11

VO VANGUARD INDEX FDS32.0K shares-3.93%2026-03-312026-05-11

VTV VANGUARD INDEX FDS46.8K shares-6.44%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR51.8K shares-0.16%2026-03-312026-05-11

TSLA TESLA INC18.3K shares-0.96%2026-03-312026-05-11

Sponsored

OEF ISHARES TR21.3K shares0.00%2026-03-312026-05-11

VGT VANGUARD WORLD FD8.5K shares-0.11%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON21.9K shares-2.21%2026-03-312026-05-11

ORCL ORACLE CORP36.2K shares-0.20%2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS33.9K shares2.07%2026-03-312026-05-11

BRK.A BERKSHIRE HATHAWAY INC DEL7 shares0.00%2026-03-312026-05-11

VT VANGUARD INTL EQUITY INDEX F34.4K shares-4.29%2026-03-312026-05-11

VB VANGUARD INDEX FDS18.1K shares-4.30%2026-03-312026-05-11

Sponsored

MERCK & CO INC MERCK & CO INC36.3K shares-0.92%2026-03-312026-05-11

ABBV ABBVIE INC19.0K shares-0.09%2026-03-312026-05-11

WMT WALMART INC31.7K shares-3.39%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO13.2K shares-4.99%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS58.1K shares8.07%2026-03-312026-05-11

VNQ VANGUARD INDEX FDS41.8K shares-7.32%2026-03-312026-05-11

LLY ELI LILLY & CO3.9K shares0.63%2026-03-312026-05-11

IWM ISHARES TR14.2K shares-34.82%2026-03-312026-05-11

Sponsored

HD HOME DEPOT INC10.4K shares-1.04%2026-03-312026-05-11

VGSH VANGUARD SCOTTSDALE FDS56.4K shares-12.32%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION3.2K shares-11.57%2026-03-312026-05-11

VWO VANGUARD INTL EQUITY INDEX F59.0K shares1.34%2026-03-312026-05-11

APH AMPHENOL CORP25.0K shares-0.36%2026-03-312026-05-11

BROADCOM INC BROADCOM INC9.8K shares0.58%2026-03-312026-05-11

BDX BECTON DICKINSON & CO19.2K shares0.57%2026-03-312026-05-11

VTI VANGUARD INDEX FDS9.2K shares-0.72%2026-03-312026-05-11

Sponsored

EOG EOG RES INC19.8K shares6.44%2026-03-312026-05-11

IVV ISHARES TR3.8K shares5.19%2026-03-312026-05-11

QCOM QUALCOMM INC19.0K shares0.40%2026-03-312026-05-11

PG PROCTER & GAMBLE CO16.8K shares-3.91%2026-03-312026-05-11

MCD MCDONALDS CORP7.8K shares-3.32%2026-03-312026-05-11

V VISA INC7.5K shares-0.81%2026-03-312026-05-11

IWD ISHARES TR10.5K shares0.00%2026-03-312026-05-11

VEU VANGUARD INTL EQUITY INDEX F28.4K shares0.00%2026-03-312026-05-11

Sponsored

UNP UNION PAC CORP8.7K shares-3.73%2026-03-312026-05-11

IWB ISHARES TR5.8K shares0.10%2026-03-312026-05-11

IEFA ISHARES TR22.7K shares0.00%2026-03-312026-05-11

IWR ISHARES TR21.1K shares0.00%2026-03-312026-05-11

CVX CHEVRON CORPORATION9.9K shares-6.12%2026-03-312026-05-11

CSCO CISCO SYS INC25.7K shares-3.02%2026-03-312026-05-11

GLD SPDR GOLD TR4.6K shares-29.99%2026-03-312026-05-11

GILD GILEAD SCIENCES INC13.3K shares1.04%2026-03-312026-05-11

Sponsored

LOW LOWES COS INC7.8K shares-1.08%2026-03-312026-05-11

VUG VANGUARD INDEX FDS4.1K shares22.26%2026-03-312026-05-11

MA MASTERCARD INCORPORATED3.6K shares-7.02%2026-03-312026-05-11

ABT ABBOTT LABORATORIES17.4K shares-3.37%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR3.0K shares-9.10%2026-03-312026-05-11

BKNG BOOKING HOLDINGS INC409 shares4.34%2026-03-312026-05-11

CBOE CBOE GLOBAL MKTS INC6.0K shares1.34%2026-03-312026-05-11

RKT ROCKET COS INC115.8K shares-0.53%2026-03-312026-05-11

Sponsored

IVW ISHARES TR14.6K shares-16.68%2026-03-312026-05-11

TJX TJX COS INC NEW10.1K shares-2.91%2026-03-312026-05-11

IWF ISHARES TR3.7K shares-0.40%2026-03-312026-05-11

VFH VANGUARD WORLD FD12.2K shares0.00%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC5.3K shares-2.17%2026-03-312026-05-11

AMGN AMGEN INC4.0K shares3.28%2026-03-312026-05-11

VBK VANGUARD INDEX FDS4.7K shares-2.09%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO4.3K shares-3.38%2026-03-312026-05-11

Sponsored

PEP PEPSICO INC8.3K shares-8.67%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS5.1K shares2.61%2026-03-312026-05-11

BILL HOLDINGS INC BILL HOLDINGS INC30.9K shares0.00%2026-03-312026-05-11

SHOP SHOPIFY INC9.8K shares-0.95%2026-03-312026-05-11

VCIT VANGUARD SCOTTSDALE FDS14.0K shares-19.82%2026-03-312026-05-11

RTX RTX CORPORATION6.0K shares-2.78%2026-03-312026-05-11

UPST UPSTART HLDGS INC44.9K shares4.20%2026-03-312026-05-11

PTON PELOTON INTERACTIVE INC260.5K shares0.00%2026-03-312026-05-11

Sponsored

NFLX NETFLIX INC.11.6K shares15.11%2026-03-312026-05-11

LH LABCORP HOLDINGS INC4.2K shares-0.24%2026-03-312026-05-11

MDY STATE STR SPDR S&P MIDCAP 401.8K shares0.00%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC3.2K shares15.70%2026-03-312026-05-11

VOT VANGUARD INDEX FDS4.2K shares-2.24%2026-03-312026-05-11

DBEF DBX ETF TR21.7K shares0.00%2026-03-312026-05-11

ADI ANALOG DEVICES INC3.3K shares-12.78%2026-03-312026-05-11

VUSB VANGUARD BD INDEX FDS20.9K shares0.00%2026-03-312026-05-11

Sponsored

GWW WW GRAINGER INC930 shares-21.19%2026-03-312026-05-11

META META PLATFORMS INC1.8K shares-22.76%2026-03-312026-05-11

BK BANK NEW YORK MELLON CORP8.4K shares7.69%2026-03-312026-05-11

PH PARKER-HANNIFIN CORP1.1K shares-0.63%2026-03-312026-05-11

XOM EXXON MOBIL CORP5.8K shares-2.09%2026-03-312026-05-11

RSG REPUBLIC SVCS INC4.5K shares0.00%2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC2.0K shares-1.39%2026-03-312026-05-11

CITIGROUP INC CITIGROUP INC8.6K shares-5.18%2026-03-312026-05-11

Sponsored

CEG CONSTELLATION ENERGY CORP3.4K shares1.18%2026-03-312026-05-11

IEMG ISHARES INC13.6K shares0.00%2026-03-312026-05-11

AME AMETEK INC4.4K shares-0.02%2026-03-312026-05-11

SYK STRYKER CORPORATION2.9K shares-23.48%2026-03-312026-05-11

DE DEERE & CO1.7K shares-2.13%2026-03-312026-05-11

PFE PFIZER INC32.8K shares8.54%2026-03-312026-05-11

PNC PNC FINL SVCS GROUP INC4.4K shares-5.17%2026-03-312026-05-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.9K shares0.00%2026-03-312026-05-11

Sponsored

WAT WATERS CORP3.0K shares329.14%2026-03-312026-05-11

AMP AMERIPRISE FINL INC2.0K shares-0.40%2026-03-312026-05-11

KO COCA COLA CO11.7K shares-0.30%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC1.0K shares2.91%2026-03-312026-05-11

BAC BANK AMERICA CORP17.8K shares-2.76%2026-03-312026-05-11

CENCORA INC CENCORA INC2.7K shares-1.51%2026-03-312026-05-11

ISRG INTUITIVE SURGICAL INC1.9K shares-11.38%2026-03-312026-05-11

RDDT REDDIT INC6.4K shares0.02%2026-03-312026-05-11

Sponsored

BMY BRISTOL-MYERS SQUIBB CO13.2K shares-1.42%2026-03-312026-05-11

SBUX STARBUCKS CORP8.9K shares-18.43%2026-03-312026-05-11

ADP AUTOMATIC DATA PROCESSING IN3.9K shares-2.59%2026-03-312026-05-11

AZO AUTOZONE INC231 shares1.76%2026-03-312026-05-11

UNILEVER PLC UNILEVER PLC13.4K shares-0.42%2026-03-312026-05-11

BND VANGUARD BD INDEX FDS10.2K shares2.63%2026-03-312026-05-11

DELL DELL TECHNOLOGIES INC4.5K shares0.78%2026-03-312026-05-11

ASML ASML HLDG NV562 shares-3.93%2026-03-312026-05-11

Sponsored

IVOO VANGUARD ADMIRAL FDS INC6.5K shares0.00%2026-03-312026-05-11

TXN TEXAS INSTRS INC3.8K shares-1.90%2026-03-312026-05-11

VOE VANGUARD INDEX FDS3.9K shares-5.15%2026-03-312026-05-11

XLU SELECT SECTOR SPDR TR15.6K shares0.00%2026-03-312026-05-11

IGIB ISHARES TR13.3K shares-35.99%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC736 shares-0.67%2026-03-312026-05-11

CAT CATERPILLAR INC985 shares-7.16%2026-03-312026-05-11

PYLD PIMCO ETF TR26.6K shares0.00%2026-03-312026-05-11

Sponsored

WFC WELLS FARGO & CO8.7K shares2.90%2026-03-312026-05-11

URNM SPROTT FDS TR10.9K shares0.00%2026-03-312026-05-11

ITW ILLINOIS TOOL WKS INC2.6K shares-2.11%2026-03-312026-05-11

AVY AVERY DENNISON CORP3.9K shares-0.35%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP3.2K shares2.66%2026-03-312026-05-11

EATON CORP PLC EATON CORP PLC1.9K shares-6.96%2026-03-312026-05-11

INTC INTEL CORP15.0K shares1.45%2026-03-312026-05-11

ZG ZILLOW GROUP INC15.9K shares205.66%2026-03-312026-05-11

Sponsored

IWP ISHARES TR5.0K shares0.00%2026-03-312026-05-11

MMC MARSH & MCLENNAN COS INC3.6K shares-1.70%2026-03-312026-05-11

NEE NEXTERA ENERGY INC6.8K shares-5.72%2026-03-312026-05-11

CTAS CINTAS CORP3.7K shares-0.13%2026-03-312026-05-11

DHR DANAHER CORP DEL3.2K shares-2.35%2026-03-312026-05-11

ORLY OREILLY AUTOMOTIVE INC6.6K shares-0.72%2026-03-312026-05-11

ADBE ADOBE INC2.5K shares-4.77%2026-03-312026-05-11

PGR PROGRESSIVE CORP3.0K shares-0.76%2026-03-312026-05-11

Sponsored

MMM 3M CO4.1K shares-0.73%2026-03-312026-05-11

FIP FTAI INFRASTRUCTURE INC119.9K shares0.00%2026-03-312026-05-11

IWS ISHARES TR4.0K shares-7.02%2026-03-312026-05-11

BSX BOSTON SCIENTIFIC CORP9.2K shares2.17%2026-03-312026-05-11

VHT VANGUARD WORLD FD2.1K shares-4.20%2026-03-312026-05-11

MAR MARRIOTT INTL INC NEW1.8K shares-3.40%2026-03-312026-05-11

XSD SPDR SERIES TRUST1.8K shares0.00%2026-03-312026-05-11

HON HONEYWELL INTL INC2.5K shares-3.56%2026-03-312026-05-11

Sponsored

AMAT APPLIED MATLS INC1.6K shares5.28%2026-03-312026-05-11

NUE NUCOR CORP3.3K shares-1.18%2026-03-312026-05-11

DIS DISNEY WALT CO5.7K shares14.41%2026-03-312026-05-11

LINDE PLC LINDE PLC1.1K shares-2.84%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC2.7K shares-7.19%2026-03-312026-05-11

VCSH VANGUARD SCOTTSDALE FDS6.8K shares257.23%2026-03-312026-05-11

IYW ISHARES TR3.0K shares0.00%2026-03-312026-05-11

XLC SELECT SECTOR SPDR TR4.7K shares0.00%2026-03-312026-05-11

Sponsored

NDAQ NASDAQ INC6.1K shares5.18%2026-03-312026-05-11

VDE VANGUARD WORLD FD2.9K shares-11.30%2026-03-312026-05-11

CMI CUMMINS INC940 shares0.00%2026-03-312026-05-11

MO ALTRIA GROUP INC7.6K shares-3.59%2026-03-312026-05-11

BILS SPDR SERIES TRUST5.0K shares-5.38%2026-03-312026-05-11

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.5K shares-22.35%2026-03-312026-05-11

FDS FACTSET RESH SYS INC2.2K shares-0.44%2026-03-312026-05-11

NKE NIKE INC9.1K shares-13.97%2026-03-312026-05-11

Sponsored

WY WEYERHAEUSER CO19.7K shares0.00%2026-03-312026-05-11

D DOMINION ENERGY INC7.7K shares-0.27%2026-03-312026-05-11

FALN ISHARES TR17.8K shares0.00%2026-03-312026-05-11

CB CHUBB LTD SWITZ1.4K shares-2.91%2026-03-312026-05-11

EA ELECTRONIC ARTS INC2.3K shares-3.10%2026-03-312026-05-11

IGM ISHARES TR3.8K shares0.00%2026-03-312026-05-11

CME CME GROUP INC1.5K shares20.13%2026-03-312026-05-11

SPG SIMON PPTY GROUP INC NEW2.4K shares0.00%2026-03-312026-05-11

Sponsored

TOUCHSTONE ETF TRUST TOUCHSTONE ETF TRUST19.2K sharesnew addition2026-03-312026-05-11

KLAC KLA CORP305 shares-18.23%2026-03-312026-05-11

COP CONOCOPHILLIPS3.4K shares-27.40%2026-03-312026-05-11

GPIQ GOLDMAN SACHS ETF TR8.9K shares84.31%2026-03-312026-05-11

IHI ISHARES TR8.1K shares8.13%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC2.6K shares-44.67%2026-03-312026-05-11

KR KROGER CO5.9K shares-2.07%2026-03-312026-05-11

NVO NOVO-NORDISK A S11.6K shares136.28%2026-03-312026-05-11

Sponsored

EXPD EXPEDITORS INTL WASH INC3.0K shares0.00%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC8.5K shares7.32%2026-03-312026-05-11

IYH ISHARES TR6.8K shares0.00%2026-03-312026-05-11

MSI MOTOROLA SOLUTIONS INC960 shares-1.84%2026-03-312026-05-11

APD AIR PRODUCTS AND CHEMICALS I1.4K shares-0.71%2026-03-312026-05-11

IYR ISHARES TR4.3K shares0.00%2026-03-312026-05-11

VIG VANGUARD SPECIALIZED FUNDS1.9K shares-0.85%2026-03-312026-05-11

ROP ROPER TECHNOLOGIES INC1.1K shares1.88%2026-03-312026-05-11

Sponsored

WM WASTE MGMT INC DEL1.7K shares0.41%2026-03-312026-05-11

MDLZ MONDELEZ INTL INC6.6K shares1.96%2026-03-312026-05-11

USB US BANCORP7.2K shares-3.02%2026-03-312026-05-11

IWV ISHARES TR1.0K shares0.00%2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC4.3K shares4.70%2026-03-312026-05-11

MCK MCKESSON CORP424 shares-6.81%2026-03-312026-05-11

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL4.6K shares0.09%2026-03-312026-05-11

AWK AMERICAN WTR WKS CO INC NEW2.7K shares21.72%2026-03-312026-05-11

Sponsored

BA BOEING CO1.8K shares-3.06%2026-03-312026-05-11

IVE ISHARES TR1.7K shares0.00%2026-03-312026-05-11

SKYY FIRST TR EXCHANGE-TRADED FD3.2K shares0.00%2026-03-312026-05-11

FV FIRST TR EXCHANGE TRADED FD5.7K shares0.00%2026-03-312026-05-11

EFX EQUIFAX INC1.9K shares-3.15%2026-03-312026-05-11

SPGI S&P GLOBAL INC802 shares-3.02%2026-03-312026-05-11

XLF SELECT SECTOR SPDR TR6.9K shares0.00%2026-03-312026-05-11

EMR EMERSON ELEC CO2.6K shares-2.09%2026-03-312026-05-11

Sponsored

PLTR PALANTIR TECHNOLOGIES INC2.3K shares-4.47%2026-03-312026-05-11

INTU INTUIT765 shares-7.83%2026-03-312026-05-11

HSBC HSBC HLDGS PLC4.0K shares-2.71%2026-03-312026-05-11

CVS CVS HEALTH CORP4.6K shares-3.68%2026-03-312026-05-11

ALMU AELUMA INC25.0K shares0.00%2026-03-312026-05-11

ODFL OLD DOMINION FREIGHT LINE IN1.7K shares-0.12%2026-03-312026-05-11

ARISTA NETWORKS INC ARISTA NETWORKS INC2.6K shares2.19%2026-03-312026-05-11

T AT&T INC11.0K shares2.96%2026-03-312026-05-11

Sponsored

SIBN SI BONE INC25.1K shares0.00%2026-03-312026-05-11

CIEN CIENA CORP812 shares21.92%2026-03-312026-05-11

AMT AMERICAN TOWER CORP1.8K shares-1.09%2026-03-312026-05-11

KKR & CO INC KKR & CO INC3.3K shares-3.70%2026-03-312026-05-11

FITB FIFTH THIRD BANCORP6.5K shares23.03%2026-03-312026-05-11

TRV TRAVELERS COMPANIES INC1.0K shares-1.07%2026-03-312026-05-11

ISHARES GOLD TR ISHARES GOLD TR3.3K shares-37.56%2026-03-312026-05-11

NVS NOVARTIS AG1.9K shares0.00%2026-03-312026-05-11

Sponsored

ROST ROSS STORES INC1.3K shares-39.86%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP481 shares-23.29%2026-03-312026-05-11

IJT ISHARES TR2.0K shares0.00%2026-03-312026-05-11

PHM PULTE GROUP INC2.4K shares0.00%2026-03-312026-05-11

WST WEST PHARMACEUTICAL SVSC INC1.1K shares-1.05%2026-03-312026-05-11

SHLD GLOBAL X FDS4.0K shares0.00%2026-03-312026-05-11

ASTRAZENECA PLC ASTRAZENECA PLC1.4K sharesnew addition2026-03-312026-05-11

MKC MCCORMICK & CO INC5.5K shares-1.90%2026-03-312026-05-11

Sponsored

SPDW SPDR INDEX SHS FDS5.9K shares6.97%2026-03-312026-05-11

ICE INTERCONTINENTAL EXCHANGE IN1.7K shares-7.13%2026-03-312026-05-11

DB DEUTSCHE BK AG9.1K shares-0.21%2026-03-312026-05-11

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.3K shares-14.17%2026-03-312026-05-11

VRSN VERISIGN INC1.1K shares0.47%2026-03-312026-05-11

IHE ISHARES TR3.0K shares0.00%2026-03-312026-05-11

ESLT ELBIT SYS LTD300 shares0.00%2026-03-312026-05-11

SGOV ISHARES TR2.5K shares0.52%2026-03-312026-05-11

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TM TOYOTA MOTOR CORP1.2K shares-1.21%2026-03-312026-05-11

KEY KEYCORP12.4K shares3.91%2026-03-312026-05-11

AEP AMERICAN ELEC PWR CO INC1.9K shares-4.85%2026-03-312026-05-11

MCO MOODYS CORP559 shares1.08%2026-03-312026-05-11

PCAR PACCAR INC2.1K shares0.00%2026-03-312026-05-11

MS MORGAN STANLEY1.4K shares0.42%2026-03-312026-05-11

SYY SYSCO CORP3.3K shares-0.58%2026-03-312026-05-11

FDN FIRST TR EXCHANGE-TRADED FD1.0K shares0.00%2026-03-312026-05-11

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SCHW SCHWAB CHARLES CORP2.5K shares4.95%2026-03-312026-05-11

HUBBELL INC HUBBELL INC473 shares47.81%2026-03-312026-05-11

ELV ELEVANCE HEALTH INC FORMERLY788 shares-10.56%2026-03-312026-05-11

BLACKSTONE INC BLACKSTONE INC2.0K shares-4.99%2026-03-312026-05-11

SO SOUTHERN CO2.4K shares-1.54%2026-03-312026-05-11

AN AUTONATION INC1.1K shares0.00%2026-03-312026-05-11

IDGT ISHARES TR2.3K shares21.62%2026-03-312026-05-11

XLY SELECT SECTOR SPDR TR2.0K shares0.00%2026-03-312026-05-11

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CINF CINCINNATI FINL CORP1.4K shares-40.93%2026-03-312026-05-11

STT STATE STR CORP1.7K shares3.34%2026-03-312026-05-11

ITB ISHARES TR2.4K shares0.00%2026-03-312026-05-11

EBAY EBAY INC.2.3K shares25.94%2026-03-312026-05-11

DCI DONALDSON INC2.5K shares-3.91%2026-03-312026-05-11

ICSH ISHARES TR4.0K sharesnew addition2026-03-312026-05-11

GEV GE VERNOVA INC232 shares0.43%2026-03-312026-05-11

URI UNITED RENTALS INC275 shares-4.18%2026-03-312026-05-11

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TT TRANE TECHNOLOGIES PLC476 shares-2.06%2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE697 shares1.75%2026-03-312026-05-11

FXU FIRST TR EXCHANGE-TRADED FD4.0K shares0.00%2026-03-312026-05-11

EMXC ISHARES INC2.5K shares41.04%2026-03-312026-05-11

COF CAPITAL ONE FINL CORP1.0K shares-2.70%2026-03-312026-05-11

PEG PUBLIC SVC ENTERPRISE GROUP2.3K shares2.18%2026-03-312026-05-11

ITA ISHARES TR860 shares72.00%2026-03-312026-05-11

IWO ISHARES TR599 shares-4.77%2026-03-312026-05-11

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BMO BANK MONTREAL MEDIUM1.4K shares0.00%2026-03-312026-05-11

BBVA BANCO BILBAO VIZCAYA ARGENTA8.7K shares-0.07%2026-03-312026-05-11

IXJ ISHARES TR2.0K shares0.00%2026-03-312026-05-11

AIRR FIRST TR EXCHANGE TRADED FD1.7K shares41.01%2026-03-312026-05-11

JPIE J P MORGAN EXCHANGE TRADED F4.0K shares-35.48%2026-03-312026-05-11

MTD METTLER TOLEDO INTERNATIONAL146 shares0.00%2026-03-312026-05-11

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AKAM AKAMAI TECHNOLOGIES INC1.6K shares1.48%2026-03-312026-05-11

RSPT INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2026-03-312026-05-11

ROBO EXCHANGE TRADED CONCEPTS TRU2.6K shares0.00%2026-03-312026-05-11

HIG HARTFORD INSURANCE GROUP INC1.3K shares-4.19%2026-03-312026-05-11

XBI SPDR SERIES TRUST1.4K shares0.00%2026-03-312026-05-11

BNS BANK NOVA SCOTIA B C2.6K shares1.11%2026-03-312026-05-11

VRTX VERTEX PHARMACEUTICALS INC396 shares-2.22%2026-03-312026-05-11

ZTS ZOETIS INC1.5K shares-10.77%2026-03-312026-05-11

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TROW PRICE T ROWE GROUP INC1.9K shares-12.48%2026-03-312026-05-11

TMUS T-MOBILE US INC823 shares-27.49%2026-03-312026-05-11

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VTWO VANGUARD SCOTTSDALE FDS1.7K shares0.00%2026-03-312026-05-11

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BIIB BIOGEN INC901 shares-0.33%2026-03-312026-05-11

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CL COLGATE PALMOLIVE CO1.9K shares-5.47%2026-03-312026-05-11

PWR QUANTA SVCS INC298 shares3.47%2026-03-312026-05-11

ATR APTARGROUP INC1.3K shares-0.62%2026-03-312026-05-11

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PANW PALO ALTO NETWORKS INC993 shares21.54%2026-03-312026-05-11

HDV ISHARES TR1.2K shares0.00%2026-03-312026-05-11

KNF KNIFE RIVER CORP1.9K shares0.00%2026-03-312026-05-11

TFC TRUIST FINL CORP3.4K shares0.00%2026-03-312026-05-11

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GRID FIRST TR EXCHANGE-TRADED FD954 shares34.75%2026-03-312026-05-11

CRM SALESFORCE INC828 shares-10.97%2026-03-312026-05-11

INFL LISTED FDS TR2.9K sharesnew addition2026-03-312026-05-11

PFG PRINCIPAL FINANCIAL GROUP IN1.7K shares0.00%2026-03-312026-05-11

DLR DIGITAL RLTY TR INC840 shares-11.49%2026-03-312026-05-11

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HAS HASBRO INC1.6K shares38.93%2026-03-312026-05-11

CDNS CADENCE DESIGN SYSTEM INC520 shares11.83%2026-03-312026-05-11

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NUSC NUSHARES ETF TR3.2K shares0.00%2026-03-312026-05-11

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KXI ISHARES TR2.1K shares0.00%2026-03-312026-05-11

CHKP CHECK POINT SOFTWARE TECH LT1.0K shares0.00%2026-03-312026-05-11

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COOPER COS INC COOPER COS INC2.0K shares18.01%2026-03-312026-05-11

QQEW FIRST TR EXCHANGE-TRADED FD1.1K shares0.00%2026-03-312026-05-11

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TSM TAIWAN SEMICONDUCTOR MANUFAC404 shares3.06%2026-03-312026-05-11

PPG PPG INDS INC1.3K shares-3.92%2026-03-312026-05-11

NOW SERVICENOW INC1.3K shares-24.50%2026-03-312026-05-11

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LHX L3HARRIS TECHNOLOGIES INC384 shares0.00%2026-03-312026-05-11

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DVY ISHARES TR860 shares0.00%2026-03-312026-05-11

PLD PROLOGIS INC.981 shares-9.75%2026-03-312026-05-11

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JCI JOHNSON CONTROLS INTERNATION963 shares9.81%2026-03-312026-05-11

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WTRG ESSENTIAL UTILS INC3.1K shares0.16%2026-03-312026-05-11

ACWI ISHARES TR900 shares0.00%2026-03-312026-05-11

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CMCSA COMCAST CORP NEW4.2K shares-28.43%2026-03-312026-05-11

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SNOW SNOWFLAKE INC800 shares700.00%2026-03-312026-05-11

THE CIGNA GROUP THE CIGNA GROUP450 shares-23.08%2026-03-312026-05-11

CM CANADIAN IMPERIAL BANK OF CO1.3K shares0.00%2026-03-312026-05-11

HCA HCA HEALTHCARE INC248 shares-11.43%2026-03-312026-05-11

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VLO VALERO ENERGY CORP465 shares-18.28%2026-03-312026-05-11

XLP SELECT SECTOR SPDR TR1.4K shares0.00%2026-03-312026-05-11

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EPD ENTERPRISE PRODS PARTNERS L3.0K sharesnew addition2026-03-312026-05-11

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GBDC GOLUB CAP BDC INC8.8K shares0.00%2026-03-312026-05-11

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AMZA ETFIS SER TR I2.4K shares0.00%2026-03-312026-05-11

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CMG CHIPOTLE MEXICAN GRILL INC3.3K shares-1.08%2026-03-312026-05-11

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AIQ GLOBAL X FDS2.2K sharesnew addition2026-03-312026-05-11

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IJR ISHARES TR832 shares-4.91%2026-03-312026-05-11

FIS FIDELITY NATL INFORMATION SV2.2K shares-4.21%2026-03-312026-05-11

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IWN ISHARES TR523 shares0.00%2026-03-312026-05-11

SOXX ISHARES TR300 shares0.00%2026-03-312026-05-11

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HWM HOWMET AEROSPACE INC420 shares0.00%2026-03-312026-05-11

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SCCO SOUTHERN COPPER CORP529 sharesnew addition2026-03-312026-05-11

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NTRA NATERA INC449 shares0.00%2026-03-312026-05-11

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PTC PTC INC626 shares-0.63%2026-03-312026-05-11

VBR VANGUARD INDEX FDS400 shares0.00%2026-03-312026-05-11

GGME INVESCO EXCHANGE TRADED FD T1.7K shares0.00%2026-03-312026-05-11

TAK TAKEDA PHARMACEUTICAL CO LTD4.6K shares0.00%2026-03-312026-05-11

HST HOST HOTELS & RESORTS INC4.5K shares32.15%2026-03-312026-05-11

THOMSON REUTERS CORP THOMSON REUTERS CORP954 shares3.58%2026-03-312026-05-11

OMC OMNICOM GROUP INC1.1K shares0.98%2026-03-312026-05-11

ADM ARCHER DANIELS MIDLAND CO1.2K shares-16.39%2026-03-312026-05-11

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VODAFONE GROUP PLC VODAFONE GROUP PLC5.6K shares70.60%2026-03-312026-05-11

EQNR EQUINOR ASA2.0K shares8.34%2026-03-312026-05-11

IETC ISHARES U S ETF TR945 sharesnew addition2026-03-312026-05-11

NXPI NXP SEMICONDUCTORS N V424 shares-4.50%2026-03-312026-05-11

AEM AGNICO EAGLE MINES LTD411 shares-2.14%2026-03-312026-05-11

ENTG ENTEGRIS INC702 shares0.00%2026-03-312026-05-11

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SPYV SPDR SERIES TRUST1.4K shares0.00%2026-03-312026-05-11

CMS CMS ENERGY CORP1.1K shares-2.67%2026-03-312026-05-11

GLW CORNING INC598 shares-10.61%2026-03-312026-05-11

MFG MIZUHO FINANCIAL GROUP INC10.2K shares-0.08%2026-03-312026-05-11

GNRC GENERAC HLDGS INC413 shares0.00%2026-03-312026-05-11

CNI CANADIAN NATL RY CO777 shares11.00%2026-03-312026-05-11

RNP COHEN & STEERS REIT & PFD &4.0K shares0.00%2026-03-312026-05-11

BKR BAKER HUGHES COMPANY1.3K shares-5.77%2026-03-312026-05-11

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ZBH ZIMMER BIOMET HOLDINGS INC868 shares2.12%2026-03-312026-05-11

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SNY SANOFI SA1.6K shares29.28%2026-03-312026-05-11

VLTO VERALTO CORP873 shares-15.81%2026-03-312026-05-11

CSX CSX CORP1.9K shares-17.14%2026-03-312026-05-11

JBGS JBG SMITH PPTYS5.2K shares0.00%2026-03-312026-05-11

UNM UNUM GROUP1.0K shares0.00%2026-03-312026-05-11

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SMFG SUMITOMO MITSUI FIN GRP INC3.8K shares0.00%2026-03-312026-05-11

CORPAY INC CORPAY INC254 shares0.00%2026-03-312026-05-11

EQR EQUITY RESIDENTIAL1.2K shares0.00%2026-03-312026-05-11

SHW SHERWIN WILLIAMS CO230 shares-2.54%2026-03-312026-05-11

EME EMCOR GROUP INC99 shares2.06%2026-03-312026-05-11

CFG CITIZENS FINL GROUP INC1.2K shares-12.67%2026-03-312026-05-11

PNW PINNACLE WEST CAP CORP718 shares0.00%2026-03-312026-05-11

BABA ALIBABA GROUP HLDG LTD575 shares0.00%2026-03-312026-05-11

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FCX FREEPORT MCMORAN INC1.2K shares-16.98%2026-03-312026-05-11

DTCR GLOBAL X FDS3.0K sharesnew addition2026-03-312026-05-11

SONY SONY GROUP CORP3.4K shares-5.51%2026-03-312026-05-11

CTSH COGNIZANT TECHNOLOGY SOLUTIO1.2K shares-13.33%2026-03-312026-05-11

TKR TIMKEN CO703 shares0.00%2026-03-312026-05-11

GRMN GARMIN LTD300 shares115.83%2026-03-312026-05-11

SOR SOURCE CAPITAL1.5K shares1.35%2026-03-312026-05-11

VTR VENTAS INC848 shares72.71%2026-03-312026-05-11

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AJG GALLAGHER ARTHUR J & CO320 shares-4.19%2026-03-312026-05-11

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SRE SEMPRA709 shares0.00%2026-03-312026-05-11

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VRSK VERISK ANALYTICS INC333 shares-15.70%2026-03-312026-05-11

NWPX NWPX INFRASTRUCTURE INC800 shares0.00%2026-03-312026-05-11

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TDG TRANSDIGM GROUP INC42 shares-12.50%2026-03-312026-05-11

OS ONESTREAM INC2.0K shares0.00%2026-03-312026-05-11

NSC NORFOLK SOUTHN CORP164 shares-15.46%2026-03-312026-05-11

GIS GENERAL MILLS INC1.3K shares16.53%2026-03-312026-05-11

GLP GLOBAL PARTNERS LP1.1K shares1.55%2026-03-312026-05-11

HLT HILTON WORLDWIDE HLDGS INC154 shares0.00%2026-03-312026-05-11

O REALTY INCOME CORP763 shares0.00%2026-03-312026-05-11

HMC HONDA MOTOR CO LTD1.9K shares-29.63%2026-03-312026-05-11

Sponsored

MNST MONSTER BEVERAGE CORP NEW637 shares-3.63%2026-03-312026-05-11

VST VISTRA CORP307 shares-9.44%2026-03-312026-05-11

F FORD MTR CO4.0K shares-23.54%2026-03-312026-05-11

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC603 shares-4.29%2026-03-312026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

-0.21%

Shares163.8K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

3.26%

Shares248.4K

Event2026-03-31

Filed2026-05-11

UPS

UNITED PARCEL SVCS INC

-0.57%

Shares339.3K

Event2026-03-31

Filed2026-05-11

FTAI AVIATION LTD

-5.40%

Shares95.5K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

-1.08%

Shares108.6K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

1.10%

Shares37.0K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

-0.49%

Shares97.8K

Event2026-03-31

Filed2026-05-11

DSI

ISHARES TR

-2.52%

Shares135.1K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-2.67%

Shares56.1K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

-0.83%

Shares39.0K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-2.05%

Shares48.8K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

-1.69%

Shares27.2K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-3.93%

Shares32.0K

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

-6.44%

Shares46.8K

Event2026-03-31

Filed2026-05-11

XLK

SELECT SECTOR SPDR TR

-0.16%

Shares51.8K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

-0.96%

Shares18.3K

Event2026-03-31

Filed2026-05-11

OEF

ISHARES TR

0.00%

Shares21.3K

Event2026-03-31

Filed2026-05-11

VGT

VANGUARD WORLD FD

-0.11%

Shares8.5K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

-2.21%

Shares21.9K

Event2026-03-31

Filed2026-05-11

ORCL

ORACLE CORP

-0.20%

Shares36.2K

Event2026-03-31

Filed2026-05-11

VYM

VANGUARD WHITEHALL FDS

2.07%

Shares33.9K

Event2026-03-31

Filed2026-05-11

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares7

Event2026-03-31

Filed2026-05-11

VANGUARD INTL EQUITY INDEX F

-4.29%

Shares34.4K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-4.30%

Shares18.1K

Event2026-03-31

Filed2026-05-11

MERCK & CO INC

-0.92%

Shares36.3K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE INC

-0.09%

Shares19.0K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

-3.39%

Shares31.7K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

-4.99%

Shares13.2K

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD TAX-MANAGED FDS

8.07%

Shares58.1K

Event2026-03-31

Filed2026-05-11

VNQ

VANGUARD INDEX FDS

-7.32%

Shares41.8K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

0.63%

Shares3.9K

Event2026-03-31

Filed2026-05-11

IWM

ISHARES TR

-34.82%

Shares14.2K

Event2026-03-31

Filed2026-05-11

HOME DEPOT INC

-1.04%

Shares10.4K

Event2026-03-31

Filed2026-05-11

VGSH

VANGUARD SCOTTSDALE FDS

-12.32%

Shares56.4K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

-11.57%

Shares3.2K

Event2026-03-31

Filed2026-05-11

VWO

VANGUARD INTL EQUITY INDEX F

1.34%

Shares59.0K

Event2026-03-31

Filed2026-05-11

APH

AMPHENOL CORP

-0.36%

Shares25.0K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

0.58%

Shares9.8K

Event2026-03-31

Filed2026-05-11

BDX

BECTON DICKINSON & CO

0.57%

Shares19.2K

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

-0.72%

Shares9.2K

Event2026-03-31

Filed2026-05-11

EOG

EOG RES INC

6.44%

Shares19.8K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

5.19%

Shares3.8K

Event2026-03-31

Filed2026-05-11

QCOM

QUALCOMM INC

0.40%

Shares19.0K

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE CO

-3.91%

Shares16.8K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP

-3.32%

Shares7.8K

Event2026-03-31

Filed2026-05-11

VISA INC

-0.81%

Shares7.5K

Event2026-03-31

Filed2026-05-11

IWD

ISHARES TR

0.00%

Shares10.5K

Event2026-03-31

Filed2026-05-11

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares28.4K

Event2026-03-31

Filed2026-05-11

UNP

UNION PAC CORP

-3.73%

Shares8.7K

Event2026-03-31

Filed2026-05-11

IWB

ISHARES TR

0.10%

Shares5.8K

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES TR

0.00%

Shares22.7K

Event2026-03-31

Filed2026-05-11

IWR

ISHARES TR

0.00%

Shares21.1K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORPORATION

-6.12%

Shares9.9K

Event2026-03-31

Filed2026-05-11

CSCO

CISCO SYS INC

-3.02%

Shares25.7K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TR

-29.99%

Shares4.6K

Event2026-03-31

Filed2026-05-11

GILD

GILEAD SCIENCES INC

1.04%

Shares13.3K

Event2026-03-31

Filed2026-05-11

LOW

LOWES COS INC

-1.08%

Shares7.8K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD INDEX FDS

22.26%

Shares4.1K

Event2026-03-31

Filed2026-05-11

MASTERCARD INCORPORATED

-7.02%

Shares3.6K

Event2026-03-31

Filed2026-05-11

ABT

ABBOTT LABORATORIES

-3.37%

Shares17.4K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

-9.10%

Shares3.0K

Event2026-03-31

Filed2026-05-11

BKNG

BOOKING HOLDINGS INC

4.34%

Shares409

Event2026-03-31

Filed2026-05-11

CBOE

CBOE GLOBAL MKTS INC

1.34%

Shares6.0K

Event2026-03-31

Filed2026-05-11

RKT

ROCKET COS INC

-0.53%

Shares115.8K

Event2026-03-31

Filed2026-05-11

IVW

ISHARES TR

-16.68%

Shares14.6K

Event2026-03-31

Filed2026-05-11

TJX

TJX COS INC NEW

-2.91%

Shares10.1K

Event2026-03-31

Filed2026-05-11

IWF

ISHARES TR

-0.40%

Shares3.7K

Event2026-03-31

Filed2026-05-11

VFH

VANGUARD WORLD FD

0.00%

Shares12.2K

Event2026-03-31

Filed2026-05-11

UNH

UNITEDHEALTH GROUP INC

-2.17%

Shares5.3K

Event2026-03-31

Filed2026-05-11

AMGN

AMGEN INC

3.28%

Shares4.0K

Event2026-03-31

Filed2026-05-11

VBK

VANGUARD INDEX FDS

-2.09%

Shares4.7K

Event2026-03-31

Filed2026-05-11

AXP

AMERICAN EXPRESS CO

-3.38%

Shares4.3K

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO INC

-8.67%

Shares8.3K

Event2026-03-31

Filed2026-05-11

IBM

INTERNATIONAL BUSINESS MACHS

2.61%

Shares5.1K

Event2026-03-31

Filed2026-05-11

BILL HOLDINGS INC

0.00%

Shares30.9K

Event2026-03-31

Filed2026-05-11

SHOP

SHOPIFY INC

-0.95%

Shares9.8K

Event2026-03-31

Filed2026-05-11

VCIT

VANGUARD SCOTTSDALE FDS

-19.82%

Shares14.0K

Event2026-03-31

Filed2026-05-11

RTX

RTX CORPORATION

-2.78%

Shares6.0K

Event2026-03-31

Filed2026-05-11

UPST

UPSTART HLDGS INC

4.20%

Shares44.9K

Event2026-03-31

Filed2026-05-11

PTON

PELOTON INTERACTIVE INC

0.00%

Shares260.5K

Event2026-03-31

Filed2026-05-11

NFLX

NETFLIX INC.

15.11%

Shares11.6K

Event2026-03-31

Filed2026-05-11

LABCORP HOLDINGS INC

-0.24%

Shares4.2K

Event2026-03-31

Filed2026-05-11

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-11

MICRON TECHNOLOGY INC

15.70%

Shares3.2K

Event2026-03-31

Filed2026-05-11

VOT

VANGUARD INDEX FDS

-2.24%

Shares4.2K

Event2026-03-31

Filed2026-05-11

DBEF

DBX ETF TR

0.00%

Shares21.7K

Event2026-03-31

Filed2026-05-11

ADI

ANALOG DEVICES INC

-12.78%

Shares3.3K

Event2026-03-31

Filed2026-05-11

VUSB

VANGUARD BD INDEX FDS

0.00%

Shares20.9K

Event2026-03-31

Filed2026-05-11

GWW

WW GRAINGER INC

-21.19%

Shares930

Event2026-03-31

Filed2026-05-11