Sponsored

The Analysis of Mariner, LLC's Holdings & P&L

Currently, Mariner, LLC holds 3545 types of securities in its portfolio with a total value $85.7B. In the most recent quarter, they have increased their positions in N/A (+2.2M shares, valued at $246.4M), IEI (+1.5M shares, valued at $182.9M), AGG (+1.7M shares, valued at $167.5M); decreased their positions in IEF (-1.9M shares, valued at $177.5M), TMUS (-788.7K shares, valued at $165.7M), ABT (-1.1M shares, valued at $114.4M); initiated new positions in N/A (+371.9K shares, valued at $73.3M), BKDV (+960.3K shares, valued at $28.5M), TMB (+1.1M shares, valued at $28.3M).

1M P&L

+2.4B+2.96%

3M P&L

-2.9B-3.26%

HY P&L

+1.3B+1.52%

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/A34.5B

45.7%

2Semiconductors5.5B

7.3%

3Consumer Electronics4.7B

6.2%

Top Industries by Stock Count

1N/A1286 stocks

38.5%

2Banks - Regional140 stocks

4.2%

3Biotechnology119 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION26.2M shares2.74%2026-03-312026-05-13

AAPL APPLE INC17.7M shares2.47%2026-03-312026-05-13

IVV ISHARES TR5.5M shares0.81%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS35.6M shares7.79%2026-03-312026-05-13

MSFT MICROSOFT CORP5.8M shares7.67%2026-03-312026-05-13

AMZN AMAZON COM INC6.7M shares6.65%2026-03-312026-05-13

AGG ISHARES TR13.7M shares13.99%2026-03-312026-05-13

ALPHABET INC ALPHABET INC4.7M shares5.71%2026-03-312026-05-13

Sponsored

BROADCOM INC BROADCOM INC3.5M shares-8.36%2026-03-312026-05-13

IJH ISHARES TR16.1M shares7.11%2026-03-312026-05-13

VTV VANGUARD INDEX FDS5.1M shares0.11%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T1.5M shares-0.08%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO3.1M shares1.89%2026-03-312026-05-13

IEFA ISHARES TR9.7M shares0.21%2026-03-312026-05-13

IUSB ISHARES TR18.9M shares17.54%2026-03-312026-05-13

VUG VANGUARD INDEX FDS1.9M shares3.59%2026-03-312026-05-13

Sponsored

META META PLATFORMS INC1.4M shares-3.04%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F14.0M shares7.54%2026-03-312026-05-13

ALPHABET INC ALPHABET INC2.6M shares7.66%2026-03-312026-05-13

TSLA TESLA INC1.9M shares2.90%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR1.1M shares2.89%2026-03-312026-05-13

LLY ELI LILLY & CO693.9K shares4.50%2026-03-312026-05-13

VO VANGUARD INDEX FDS2.1M shares6.35%2026-03-312026-05-13

WMT WALMART INC4.9M shares4.79%2026-03-312026-05-13

Sponsored

IEMG ISHARES INC8.7M shares4.32%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3M shares3.28%2026-03-312026-05-13

VTI VANGUARD INDEX FDS1.9M shares3.73%2026-03-312026-05-13

VB VANGUARD INDEX FDS2.2M shares12.70%2026-03-312026-05-13

SCHG SCHWAB STRATEGIC TR19.8M shares-1.57%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS898.4K shares4.62%2026-03-312026-05-13

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC4.6M shares90.91%2026-03-312026-05-13

GLW CORNING INC3.6M shares1.16%2026-03-312026-05-13

Sponsored

GEV GE VERNOVA INC552.2K shares10.59%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON1.9M shares1.54%2026-03-312026-05-13

XOM EXXON MOBIL CORP2.6M shares1.11%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION437.1K shares10.28%2026-03-312026-05-13

PG PROCTER & GAMBLE CO2.9M shares3.78%2026-03-312026-05-13

IVW ISHARES TR3.6M shares-2.72%2026-03-312026-05-13

AMGN AMGEN INC1.1M shares0.46%2026-03-312026-05-13

HD HOME DEPOT INC1.1M shares-0.16%2026-03-312026-05-13

Sponsored

IWY ISHARES TR1.4M shares-4.91%2026-03-312026-05-13

CVX CHEVRON CORPORATION1.7M shares2.59%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC2.8M shares1.53%2026-03-312026-05-13

V VISA INC1.1M shares4.81%2026-03-312026-05-13

MA MASTERCARD INCORPORATED634.9K shares-2.13%2026-03-312026-05-13

EFA ISHARES TR3.1M shares-4.57%2026-03-312026-05-13

PNC PNC FINL SVCS GROUP INC1.5M shares6.06%2026-03-312026-05-13

NEE NEXTERA ENERGY INC3.2M shares0.85%2026-03-312026-05-13

Sponsored

VIG VANGUARD SPECIALIZED FUNDS1.4M shares-2.08%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC2.0M shares56.66%2026-03-312026-05-13

ABBV ABBVIE INC1.3M shares-3.95%2026-03-312026-05-13

SCHV SCHWAB STRATEGIC TR9.2M shares0.80%2026-03-312026-05-13

TJX TJX COS INC NEW1.7M shares11.42%2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR10.4M shares1.43%2026-03-312026-05-13

MCD MCDONALDS CORP837.9K shares-0.96%2026-03-312026-05-13

NFLX NETFLIX INC.2.7M shares62.83%2026-03-312026-05-13

Sponsored

NDAQ NASDAQ INC3.0M shares3.34%2026-03-312026-05-13

BRK.A BERKSHIRE HATHAWAY INC DEL350 shares1.16%2026-03-312026-05-13

SCHF SCHWAB STRATEGIC TR10.0M shares11.67%2026-03-312026-05-13

CRWD CROWDSTRIKE HLDGS INC624.4K shares16.16%2026-03-312026-05-13

IWF ISHARES TR567.9K shares-2.86%2026-03-312026-05-13

IEI ISHARES TR2.0M shares311.61%2026-03-312026-05-13

SYK STRYKER CORPORATION726.7K shares19.84%2026-03-312026-05-13

IVE ISHARES TR1.1M shares-5.40%2026-03-312026-05-13

Sponsored

SCHD SCHWAB STRATEGIC TR7.6M shares10.25%2026-03-312026-05-13

CAT CATERPILLAR INC320.7K shares-0.69%2026-03-312026-05-13

MUB ISHARES TR2.1M shares2.89%2026-03-312026-05-13

PSX PHILLIPS 661.2M shares3.64%2026-03-312026-05-13

JCPB J P MORGAN EXCHANGE TRADED F4.7M shares30.13%2026-03-312026-05-13

LINDE PLC LINDE PLC444.5K shares13.03%2026-03-312026-05-13

IJR ISHARES TR1.7M shares-0.44%2026-03-312026-05-13

IXUS ISHARES TR2.5M shares-4.69%2026-03-312026-05-13

Sponsored

VTEB VANGUARD MUN BD FDS4.3M shares7.82%2026-03-312026-05-13

DFUS DIMENSIONAL ETF TRUST3.0M shares10.42%2026-03-312026-05-13

IWB ISHARES TR580.7K shares6.19%2026-03-312026-05-13

SPDW SPDR INDEX SHS FDS4.5M shares-3.97%2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP2.1M shares282.51%2026-03-312026-05-13

TDY TELEDYNE TECHNOLOGIES INC329.2K shares4.71%2026-03-312026-05-13

CDNS CADENCE DESIGN SYSTEM INC711.1K shares-1.37%2026-03-312026-05-13

FAST FASTENAL CO4.2M shares161.80%2026-03-312026-05-13

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP907.9K shares-1.45%2026-03-312026-05-13

GLD SPDR GOLD TR447.2K shares5.50%2026-03-312026-05-13

DGRO ISHARES TR2.7M shares4.61%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC563.8K shares0.21%2026-03-312026-05-13

SPYM SPDR SERIES TRUST2.5M shares6.34%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS2.1M shares6.74%2026-03-312026-05-13

CSCO CISCO SYS INC2.4M shares0.37%2026-03-312026-05-13

KLAC KLA CORP124.8K shares-18.57%2026-03-312026-05-13

Sponsored

VV VANGUARD INDEX FDS603.9K shares2.66%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC522.2K shares43.34%2026-03-312026-05-13

TT TRANE TECHNOLOGIES PLC413.8K shares-1.40%2026-03-312026-05-13

AMAT APPLIED MATLS INC502.1K shares62.58%2026-03-312026-05-13

IWR ISHARES TR1.7M shares-1.50%2026-03-312026-05-13

IWM ISHARES TR675.7K shares0.36%2026-03-312026-05-13

DFAI DIMENSIONAL ETF TRUST4.3M shares10.93%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC197.1K shares9.22%2026-03-312026-05-13

Sponsored

PSTG EVERPURE INC2.8M shares4.19%2026-03-312026-05-13

KO COCA COLA CO2.1M shares9.40%2026-03-312026-05-13

PEP PEPSICO INC1.0M shares5.28%2026-03-312026-05-13

DFAC DIMENSIONAL ETF TRUST4.1M shares9.38%2026-03-312026-05-13

T AT&T INC5.5M shares-2.21%2026-03-312026-05-13

BSX BOSTON SCIENTIFIC CORP2.5M shares476.28%2026-03-312026-05-13

ITOT ISHARES TR1.1M shares-3.79%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS2.1M shares25.48%2026-03-312026-05-13

Sponsored

BIV VANGUARD BD INDEX FDS2.0M shares6.47%2026-03-312026-05-13

ORCL ORACLE CORP1.0M shares-7.94%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC747.3K shares18.25%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE524.9K shares39.99%2026-03-312026-05-13

MS MORGAN STANLEY896.9K shares2.41%2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.1M shares-3.07%2026-03-312026-05-13

DFAE DIMENSIONAL ETF TRUST4.3M shares2.78%2026-03-312026-05-13

JAAA JANUS DETROIT STR TR2.8M shares0.32%2026-03-312026-05-13

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.0M shares-4.82%2026-03-312026-05-13

WM WASTE MGMT INC DEL609.3K shares-2.04%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR1.0M shares-3.50%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC379.8K shares1.28%2026-03-312026-05-13

LDOS LEIDOS HOLDINGS INC870.7K shares-4.11%2026-03-312026-05-13

MPC MARATHON PETE CORP553.6K shares0.27%2026-03-312026-05-13

BLACKROCK INC BLACKROCK INC140.5K shares10.59%2026-03-312026-05-13

SPYG SPDR SERIES TRUST1.4M shares-9.11%2026-03-312026-05-13

Sponsored

BAC BANK AMERICA CORP2.7M shares5.45%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS550.3K shares6.85%2026-03-312026-05-13

CMI CUMMINS INC245.2K shares10.53%2026-03-312026-05-13

MINT PIMCO ETF TR1.3M shares150.94%2026-03-312026-05-13

TXN TEXAS INSTRS INC655.1K shares-16.75%2026-03-312026-05-13

ARISTA NETWORKS INC ARISTA NETWORKS INC1.0M shares4.38%2026-03-312026-05-13

MCK MCKESSON CORP146.1K shares6.67%2026-03-312026-05-13

LOW LOWES COS INC535.0K shares-1.81%2026-03-312026-05-13

Sponsored

QUAL ISHARES TR654.9K shares-4.69%2026-03-312026-05-13

SCHB SCHWAB STRATEGIC TR5.0M shares12.17%2026-03-312026-05-13

IGF ISHARES TR1.9M shares6.78%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR1.4M shares-4.15%2026-03-312026-05-13

EXPE EXPEDIA GROUP INC528.7K shares-3.52%2026-03-312026-05-13

SPYV SPDR SERIES TRUST2.1M shares-0.65%2026-03-312026-05-13

QQQM INVESCO EXCH TRADED FD TR II497.6K shares8.80%2026-03-312026-05-13

BKNG BOOKING HOLDINGS INC28.1K shares6.13%2026-03-312026-05-13

Sponsored

UNH UNITEDHEALTH GROUP INC428.2K shares1.47%2026-03-312026-05-13

KMI KINDER MORGAN INC DEL3.4M shares11.03%2026-03-312026-05-13

VOE VANGUARD INDEX FDS603.5K shares-2.87%2026-03-312026-05-13

HON HONEYWELL INTL INC479.9K shares19.88%2026-03-312026-05-13

BIL SPDR SERIES TRUST1.2M shares34.30%2026-03-312026-05-13

DASH DOORDASH INC714.2K shares35.95%2026-03-312026-05-13

VT VANGUARD INTL EQUITY INDEX F772.8K shares11.50%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO1.7M shares29.70%2026-03-312026-05-13

Sponsored

CME CME GROUP INC357.9K shares4.60%2026-03-312026-05-13

PFF ISHARES TR3.4M shares-9.85%2026-03-312026-05-13

RTX RTX CORPORATION536.2K shares16.24%2026-03-312026-05-13

VBR VANGUARD INDEX FDS473.6K shares0.48%2026-03-312026-05-13

IWD ISHARES TR478.2K shares-10.04%2026-03-312026-05-13

ADI ANALOG DEVICES INC321.2K shares111.54%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC1.4M shares9.83%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP167.5K shares12.74%2026-03-312026-05-13

Sponsored

CITIGROUP INC CITIGROUP INC886.7K shares6.04%2026-03-312026-05-13

MMC MARSH & MCLENNAN COS INC576.1K shares33.16%2026-03-312026-05-13

USMV ISHARES TR1.1M shares1.89%2026-03-312026-05-13

SCHA SCHWAB STRATEGIC TR3.4M shares16.31%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC614.2K shares-13.46%2026-03-312026-05-13

REGN REGENERON PHARMACEUTICALS124.0K shares30.18%2026-03-312026-05-13

NOW SERVICENOW INC910.3K shares-54.43%2026-03-312026-05-13

SUB ISHARES TR883.8K shares1.13%2026-03-312026-05-13

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND470.7K shares-2.80%2026-03-312026-05-13

ASML ASML HLDG NV70.0K shares-0.82%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T480.0K shares12.72%2026-03-312026-05-13

DE DEERE & CO160.9K shares12.63%2026-03-312026-05-13

VYMI VANGUARD WHITEHALL FDS959.4K shares7.92%2026-03-312026-05-13

NET CLOUDFLARE INC434.0K shares128.45%2026-03-312026-05-13

SPEM SPDR INDEX SHS FDS1.9M shares4.82%2026-03-312026-05-13

IVOV VANGUARD ADMIRAL FDS INC862.6K shares-0.71%2026-03-312026-05-13

Sponsored

GILD GILEAD SCIENCES INC622.0K shares-6.38%2026-03-312026-05-13

IWP ISHARES TR674.6K shares1.28%2026-03-312026-05-13

CRM SALESFORCE INC462.6K shares31.76%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS583.1K shares2.30%2026-03-312026-05-13

EEM ISHARES TR1.5M shares2.42%2026-03-312026-05-13

APH AMPHENOL CORP674.8K shares6.64%2026-03-312026-05-13

SCHM SCHWAB STRATEGIC TR2.7M shares23.72%2026-03-312026-05-13

EQIX EQUINIX INC85.9K shares12.98%2026-03-312026-05-13

Sponsored

DHR DANAHER CORP DEL435.2K shares27.98%2026-03-312026-05-13

CB CHUBB LTD SWITZ251.3K shares7.90%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC494.1K shares4.29%2026-03-312026-05-13

CGDV CAPITAL GROUP DIVIDEND VALUE1.9M shares-8.85%2026-03-312026-05-13

IVOG VANGUARD ADMIRAL FDS INC635.6K shares-0.12%2026-03-312026-05-13

TFLO ISHARES TR1.6M shares-0.61%2026-03-312026-05-13

IDEV ISHARES TR937.2K shares0.47%2026-03-312026-05-13

AMT AMERICAN TOWER CORP447.8K shares-5.28%2026-03-312026-05-13

Sponsored

TGT TARGET CORP620.6K shares192.00%2026-03-312026-05-13

WFC WELLS FARGO & CO943.8K shares2.96%2026-03-312026-05-13

ABT ABBOTT LABORATORIES724.3K shares-60.61%2026-03-312026-05-13

ASTRAZENECA PLC ASTRAZENECA PLC371.9K sharesnew addition2026-03-312026-05-13

QCOM QUALCOMM INC567.9K shares-0.94%2026-03-312026-05-13

FDX FEDEX CORP204.5K shares19.99%2026-03-312026-05-13

PGR PROGRESSIVE CORP364.5K shares-47.78%2026-03-312026-05-13

SGOV ISHARES TR715.8K shares53.96%2026-03-312026-05-13

Sponsored

MGK VANGUARD WORLD FD195.9K shares4.91%2026-03-312026-05-13

DG DOLLAR GEN CORP602.9K shares4.57%2026-03-312026-05-13

RDVY FIRST TR EXCHANGE TRADED FD1.0M shares-1.04%2026-03-312026-05-13

VIOO VANGUARD ADMIRAL FDS INC617.0K shares-3.28%2026-03-312026-05-13

IGSB ISHARES TR1.3M shares2.36%2026-03-312026-05-13

EMR EMERSON ELEC CO536.6K shares-2.26%2026-03-312026-05-13

CINF CINCINNATI FINL CORP443.9K shares-0.63%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC1.4M shares13.33%2026-03-312026-05-13

Sponsored

ISRG INTUITIVE SURGICAL INC149.4K shares13.04%2026-03-312026-05-13

VOOG VANGUARD ADMIRAL FDS INC166.7K shares3.08%2026-03-312026-05-13

GSK PLC GSK PLC1.2M shares-0.37%2026-03-312026-05-13

NEM NEWMONT CORP627.4K shares6.12%2026-03-312026-05-13

INTU INTUIT155.0K shares21.68%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO221.1K shares-23.27%2026-03-312026-05-13

PLD PROLOGIS INC.504.4K shares-1.61%2026-03-312026-05-13

AEP AMERICAN ELEC PWR CO INC505.3K shares-4.82%2026-03-312026-05-13

Sponsored

VCSH VANGUARD SCOTTSDALE FDS833.9K shares6.84%2026-03-312026-05-13

EFV ISHARES TR888.6K shares2.47%2026-03-312026-05-13

MPLX MPLX LP1.2M shares-0.06%2026-03-312026-05-13

MDY STATE STR SPDR S&P MIDCAP 40106.8K shares2.10%2026-03-312026-05-13

TMO THERMO FISHER SCIENTIFIC INC133.6K shares-13.25%2026-03-312026-05-13

VGT VANGUARD WORLD FD94.0K shares4.44%2026-03-312026-05-13

VBK VANGUARD INDEX FDS212.5K shares0.61%2026-03-312026-05-13

MO ALTRIA GROUP INC970.1K shares-5.77%2026-03-312026-05-13

Sponsored

ISTB ISHARES TR1.3M shares2.82%2026-03-312026-05-13

URI UNITED RENTALS INC87.4K shares11.82%2026-03-312026-05-13

EMXC ISHARES INC796.8K shares4.83%2026-03-312026-05-13

UNP UNION PAC CORP257.9K shares-4.65%2026-03-312026-05-13

BKR BAKER HUGHES COMPANY1.0M shares1.88%2026-03-312026-05-13

APD AIR PRODUCTS AND CHEMICALS I215.1K shares15.03%2026-03-312026-05-13

JEPQ J P MORGAN EXCHANGE TRADED F1.1M shares69.70%2026-03-312026-05-13

FIX COMFORT SYS USA INC44.9K shares40.20%2026-03-312026-05-13

Sponsored

HDV ISHARES TR451.5K shares2.72%2026-03-312026-05-13

MMM 3M CO417.9K shares1.43%2026-03-312026-05-13

IFRA ISHARES TR1.1M shares3.05%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC697.3K shares-10.20%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP176.0K shares15.77%2026-03-312026-05-13

INTC INTEL CORP1.4M shares-2.18%2026-03-312026-05-13

SHW SHERWIN WILLIAMS CO187.1K shares3.57%2026-03-312026-05-13

DVY ISHARES TR396.0K shares-1.45%2026-03-312026-05-13

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SPSB SPDR SERIES TRUST2.0M shares11.45%2026-03-312026-05-13

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HFXI NEW YORK LIFE INVESTMENTS ET1.6M shares-6.96%2026-03-312026-05-13

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SCHZ SCHWAB STRATEGIC TR2.2M shares0.93%2026-03-312026-05-13

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LQD ISHARES TR179.1K shares111.67%2026-03-312026-05-13

ENB ENBRIDGE INC359.8K shares2.42%2026-03-312026-05-13

IWO ISHARES TR61.7K shares-4.01%2026-03-312026-05-13

TXRH TEXAS ROADHOUSE INC116.6K shares126.43%2026-03-312026-05-13

ADSK AUTODESK INC80.3K shares-3.77%2026-03-312026-05-13

Sponsored

MEDP MEDPACE HLDGS INC40.0K shares5.82%2026-03-312026-05-13

ROK ROCKWELL AUTOMATION INC52.9K shares-15.66%2026-03-312026-05-13

HP HELMERICH & PAYNE INC525.5K shares-0.95%2026-03-312026-05-13

WELL WELLTOWER INC95.6K shares11.35%2026-03-312026-05-13

VIK VIKING HOLDINGS LTD256.8K shares112.52%2026-03-312026-05-13

CMG CHIPOTLE MEXICAN GRILL INC585.4K shares2.31%2026-03-312026-05-13

SPGM SPDR INDEX SHS FDS247.3K shares-8.42%2026-03-312026-05-13

AVUS AMERICAN CENTY ETF TR167.3K shares3.21%2026-03-312026-05-13

Sponsored

BP BP PLC395.5K shares3.96%2026-03-312026-05-13

VGK VANGUARD INTL EQUITY INDEX F225.1K shares32.75%2026-03-312026-05-13

CPRT COPART INC549.5K shares132.89%2026-03-312026-05-13

SPTL SPDR SERIES TRUST693.5K shares4.73%2026-03-312026-05-13

UNILEVER PLC UNILEVER PLC319.7K shares-7.89%2026-03-312026-05-13

VRSN VERISIGN INC73.3K shares4.28%2026-03-312026-05-13

BAI BLACKROCK ETF TRUST551.9K shares-7.25%2026-03-312026-05-13

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC210.3K sharesnew addition2026-03-312026-05-13

Sponsored

PYLD PIMCO ETF TR689.4K shares-24.60%2026-03-312026-05-13

HSBC HSBC HLDGS PLC218.9K shares6.68%2026-03-312026-05-13

SPMD SPDR SERIES TRUST304.4K shares-3.18%2026-03-312026-05-13

HAL HALLIBURTON CO459.8K shares15.73%2026-03-312026-05-13

NVDA

NVIDIA CORPORATION

2.74%

Shares26.2M

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

2.47%

Shares17.7M

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

0.81%

Shares5.5M

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

7.79%

Shares35.6M

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

7.67%

Shares5.8M

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

6.65%

Shares6.7M

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

13.99%

Shares13.7M

Event2026-03-31

Filed2026-05-13

ALPHABET INC

5.71%

Shares4.7M

Event2026-03-31

Filed2026-05-13

BROADCOM INC

-8.36%

Shares3.5M

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

7.11%

Shares16.1M

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

0.11%

Shares5.1M

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

-0.08%

Shares1.5M

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

1.89%

Shares3.1M

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES TR

0.21%

Shares9.7M

Event2026-03-31

Filed2026-05-13

IUSB

ISHARES TR

17.54%

Shares18.9M

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD INDEX FDS

3.59%

Shares1.9M

Event2026-03-31

Filed2026-05-13