Sponsored

The Analysis of MARINO, STRAM & ASSOCIATES LLC's Holdings & P&L

Currently, MARINO, STRAM & ASSOCIATES LLC holds 185 types of securities in its portfolio with a total value $556.6M. In the most recent quarter, they have increased their positions in IDV (+40.0K shares, valued at $1.7M), VYM (+10.0K shares, valued at $1.5M), IVV (+2.1K shares, valued at $1.4M); decreased their positions in VYMI (-15.7K shares, valued at $1.5M), SPYX (-5.8K shares, valued at $305.4K), NULG (-2.7K shares, valued at $248.6K); initiated new positions in GLDM (+3.0K shares, valued at $274.8K), N/A (+609 shares, valued at $238.6K), IEFA (+2.6K shares, valued at $233.5K).

1M P&L

+15.2M+2.78%

3M P&L

-208.9M-27.04%

HY P&L

-179.7M-24.18%

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/A395.9M

76.6%

2Drug Manufacturers - General13.0M

2.5%

3Consumer Electronics11.7M

2.3%

Top Industries by Stock Count

1N/A84 stocks

51.2%

2Drug Manufacturers - General6 stocks

3.7%

3Utilities - Regulated Electric5 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VYM VANGUARD WHITEHALL FDS559.8K shares1.81%2026-03-312026-04-29

IVV ISHARES TR90.2K shares2.44%2026-03-312026-04-29

VUG VANGUARD INDEX FDS97.8K shares2.63%2026-03-312026-04-29

SDY SPDR SERIES TRUST278.7K shares-0.42%2026-03-312026-04-29

VTV VANGUARD INDEX FDS177.1K shares0.82%2026-03-312026-04-29

IJH ISHARES TR277.1K shares1.48%2026-03-312026-04-29

IJR ISHARES TR110.1K shares0.03%2026-03-312026-04-29

AAPL APPLE INC46.1K shares-1.45%2026-03-312026-04-29

Sponsored

HFXI NEW YORK LIFE INVESTMENTS ET250.3K shares1.48%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO28.6K shares0.10%2026-03-312026-04-29

MSFT MICROSOFT CORP20.0K shares1.09%2026-03-312026-04-29

QUAL ISHARES TR34.7K shares1.04%2026-03-312026-04-29

VTI VANGUARD INDEX FDS18.6K shares6.15%2026-03-312026-04-29

DGRO ISHARES TR83.1K shares0.98%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL12.1K shares0.50%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T30.0K shares8.96%2026-03-312026-04-29

Sponsored

IMCG ISHARES TR70.5K shares11.12%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR9.3K shares1.53%2026-03-312026-04-29

VIG VANGUARD SPECIALIZED FUNDS23.6K shares0.43%2026-03-312026-04-29

AMZN AMAZON COM INC20.3K shares-1.39%2026-03-312026-04-29

LMT LOCKHEED MARTIN CORP6.6K shares0.03%2026-03-312026-04-29

JEPI J P MORGAN EXCHANGE TRADED F69.7K shares3.55%2026-03-312026-04-29

XOM EXXON MOBIL CORP22.0K shares-0.29%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON14.7K shares-0.38%2026-03-312026-04-29

Sponsored

BLACKROCK INC BLACKROCK INC3.7K shares0.52%2026-03-312026-04-29

KO COCA COLA CO43.3K shares0.22%2026-03-312026-04-29

ALPHABET INC ALPHABET INC11.4K shares0.49%2026-03-312026-04-29

IDV ISHARES TR74.9K shares114.36%2026-03-312026-04-29

AOR ISHARES TR47.3K shares-0.83%2026-03-312026-04-29

USMV ISHARES TR32.6K shares-1.83%2026-03-312026-04-29

ALPHABET INC ALPHABET INC10.4K shares-1.66%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC25.0K shares1.03%2026-03-312026-04-29

Sponsored

ABBV ABBVIE INC13.7K shares1.05%2026-03-312026-04-29

VYMI VANGUARD WHITEHALL FDS31.7K shares-33.07%2026-03-312026-04-29

VZ VERIZON COMMUNICATIONS INC59.4K shares-2.80%2026-03-312026-04-29

SHV ISHARES TR26.4K shares1.06%2026-03-312026-04-29

MCD MCDONALDS CORP9.3K shares-2.64%2026-03-312026-04-29

LLY ELI LILLY & CO3.1K shares0.29%2026-03-312026-04-29

MPC MARATHON PETE CORP11.6K shares1.82%2026-03-312026-04-29

AOA ISHARES TR31.0K shares0.16%2026-03-312026-04-29

Sponsored

PG PROCTER & GAMBLE CO18.5K shares-0.08%2026-03-312026-04-29

LMBS FIRST TR EXCHANGE-TRADED FD51.5K shares4.24%2026-03-312026-04-29

BROADCOM INC BROADCOM INC8.3K shares6.80%2026-03-312026-04-29

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW18.1K shares0.18%2026-03-312026-04-29

VLO VALERO ENERGY CORP9.0K shares0.64%2026-03-312026-04-29

ED CONSOLIDATED EDISON INC19.3K shares0.02%2026-03-312026-04-29

WMT WALMART INC17.5K shares-0.13%2026-03-312026-04-29

PM PHILIP MORRIS INTL INC12.7K shares0.13%2026-03-312026-04-29

Sponsored

VBR VANGUARD INDEX FDS9.6K shares7.87%2026-03-312026-04-29

IVW ISHARES TR17.6K shares-0.06%2026-03-312026-04-29

MO ALTRIA GROUP INC30.2K shares0.11%2026-03-312026-04-29

TSM TAIWAN SEMICONDUCTOR MANUFAC5.8K shares1.53%2026-03-312026-04-29

AMGN AMGEN INC5.5K shares1.07%2026-03-312026-04-29

CVX CHEVRON CORPORATION9.0K shares0.32%2026-03-312026-04-29

NVDA NVIDIA CORPORATION10.3K shares5.25%2026-03-312026-04-29

WMB WILLIAMS COS INC24.1K shares-0.04%2026-03-312026-04-29

Sponsored

SPYX SPDR SERIES TRUST32.6K shares-15.02%2026-03-312026-04-29

PEP PEPSICO INC10.8K shares-3.39%2026-03-312026-04-29

AEP AMERICAN ELEC PWR CO INC12.5K shares0.04%2026-03-312026-04-29

MTUM ISHARES TR6.6K shares0.02%2026-03-312026-04-29

VOE VANGUARD INDEX FDS8.5K shares2.17%2026-03-312026-04-29

IXN ISHARES TR15.2K shares-5.78%2026-03-312026-04-29

ITOT ISHARES TR10.6K shares0.00%2026-03-312026-04-29

ETR ENTERGY CORP NEW13.1K shares0.25%2026-03-312026-04-29

Sponsored

SPY STATE STR SPDR S&P 500 ETF T2.2K shares0.00%2026-03-312026-04-29

ESGV VANGUARD WORLD FD12.4K shares-0.79%2026-03-312026-04-29

FAST FASTENAL CO29.1K shares0.02%2026-03-312026-04-29

VTR VENTAS INC16.3K shares0.10%2026-03-312026-04-29

ENB ENBRIDGE INC24.4K shares0.09%2026-03-312026-04-29

META META PLATFORMS INC2.2K shares-2.27%2026-03-312026-04-29

SUSA ISHARES TR9.5K shares0.06%2026-03-312026-04-29

SO SOUTHERN CO12.9K shares0.33%2026-03-312026-04-29

Sponsored

GLD SPDR GOLD TR2.8K shares-1.02%2026-03-312026-04-29

V VISA INC4.0K shares-1.44%2026-03-312026-04-29

SPG SIMON PPTY GROUP INC NEW6.3K shares0.11%2026-03-312026-04-29

IUSB ISHARES TR25.3K shares2.64%2026-03-312026-04-29

SCHD SCHWAB STRATEGIC TR36.8K shares-9.23%2026-03-312026-04-29

ESGU ISHARES TR7.8K shares0.14%2026-03-312026-04-29

TFC TRUIST FINL CORP23.9K shares-0.94%2026-03-312026-04-29

IVE ISHARES TR5.0K shares-0.44%2026-03-312026-04-29

Sponsored

MA MASTERCARD INCORPORATED1.9K shares-3.60%2026-03-312026-04-29

PFE PFIZER INC32.8K shares0.07%2026-03-312026-04-29

OKE ONEOK INC NEW10.1K shares0.46%2026-03-312026-04-29

JPST J P MORGAN EXCHANGE TRADED F18.0K shares-14.63%2026-03-312026-04-29

VBK VANGUARD INDEX FDS2.9K shares19.63%2026-03-312026-04-29

PCEF INVESCO EXCH TRADED FD TR II46.5K shares0.00%2026-03-312026-04-29

TMO THERMO FISHER SCIENTIFIC INC1.7K shares0.12%2026-03-312026-04-29

CSCO CISCO SYS INC10.9K shares2.61%2026-03-312026-04-29

Sponsored

DON WISDOMTREE TR16.0K shares-6.73%2026-03-312026-04-29

DYNF BLACKROCK ETF TRUST14.4K shares4.54%2026-03-312026-04-29

PGR PROGRESSIVE CORP4.2K shares1.80%2026-03-312026-04-29

AOM ISHARES TR17.7K shares0.00%2026-03-312026-04-29

IWF ISHARES TR1.9K shares-10.00%2026-03-312026-04-29

RTX RTX CORPORATION4.2K shares1.81%2026-03-312026-04-29

AXP AMERICAN EXPRESS CO2.6K shares1.86%2026-03-312026-04-29

PANW PALO ALTO NETWORKS INC4.9K shares-0.81%2026-03-312026-04-29

Sponsored

CITIGROUP INC CITIGROUP INC6.7K shares0.03%2026-03-312026-04-29

LYG LLOYDS BANKING GROUP PLC151.8K shares3.75%2026-03-312026-04-29

MDLZ MONDELEZ INTL INC13.1K shares-10.17%2026-03-312026-04-29

GPC GENUINE PARTS CO6.7K shares-2.47%2026-03-312026-04-29

NVS NOVARTIS AG4.4K shares0.68%2026-03-312026-04-29

AJG GALLAGHER ARTHUR J & CO3.1K shares-14.51%2026-03-312026-04-29

BAC BANK AMERICA CORP13.6K shares0.89%2026-03-312026-04-29

JPC NUVEEN PFD & INCOME OPPORTUN86.6K shares0.00%2026-03-312026-04-29

Sponsored

MS MORGAN STANLEY3.8K shares2.42%2026-03-312026-04-29

LRGF ISHARES TR9.0K shares1.18%2026-03-312026-04-29

OMC OMNICOM GROUP INC7.8K shares0.21%2026-03-312026-04-29

MEDTRONIC PLC MEDTRONIC PLC6.4K shares-7.08%2026-03-312026-04-29

KMB KIMBERLY-CLARK CORP5.6K shares0.75%2026-03-312026-04-29

DES WISDOMTREE TR15.0K shares0.04%2026-03-312026-04-29

CL COLGATE PALMOLIVE CO6.2K shares0.02%2026-03-312026-04-29

NULG NUSHARES ETF TR5.4K shares-33.49%2026-03-312026-04-29

Sponsored

APH AMPHENOL CORP3.8K shares8.89%2026-03-312026-04-29

IWD ISHARES TR2.2K shares0.09%2026-03-312026-04-29

TDVG T ROWE PRICE ETF INC10.6K shares16.01%2026-03-312026-04-29

IFRA ISHARES TR8.1K shares0.20%2026-03-312026-04-29

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC4.1K shares4.40%2026-03-312026-04-29

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC4.6K shares-13.20%2026-03-312026-04-29

T AT&T INC15.5K shares-3.24%2026-03-312026-04-29

PAYX PAYCHEX INC4.8K shares-22.66%2026-03-312026-04-29

Sponsored

SPEM SPDR INDEX SHS FDS9.4K shares4.04%2026-03-312026-04-29

BABA ALIBABA GROUP HLDG LTD3.5K shares0.00%2026-03-312026-04-29

DIS DISNEY WALT CO4.5K shares0.33%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE1.5K shares-1.72%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS730 shares2.53%2026-03-312026-04-29

IVES WEDBUSH SER TR15.3K shares9.72%2026-03-312026-04-29

CVS CVS HEALTH CORP6.0K shares0.47%2026-03-312026-04-29

ADI ANALOG DEVICES INC1.3K shares9.41%2026-03-312026-04-29

Sponsored

SPSB SPDR SERIES TRUST14.0K shares11.95%2026-03-312026-04-29

WFC WELLS FARGO & CO5.2K shares1.64%2026-03-312026-04-29

EFV ISHARES TR5.4K shares0.15%2026-03-312026-04-29

VWO VANGUARD INTL EQUITY INDEX F7.4K shares0.41%2026-03-312026-04-29

BLACKSTONE INC BLACKSTONE INC3.4K shares2.98%2026-03-312026-04-29

TJX TJX COS INC NEW2.4K shares2.74%2026-03-312026-04-29

FNDX SCHWAB STRATEGIC TR13.6K shares0.19%2026-03-312026-04-29

GS GOLDMAN SACHS GROUP INC442 shares1.38%2026-03-312026-04-29

Sponsored

HD HOME DEPOT INC1.1K shares6.60%2026-03-312026-04-29

INTC INTEL CORP8.3K shares-10.72%2026-03-312026-04-29

GSIE GOLDMAN SACHS ETF TR8.3K shares3.25%2026-03-312026-04-29

GSK PLC GSK PLC6.5K shares1.22%2026-03-312026-04-29

VNQ VANGUARD INDEX FDS4.0K shares0.00%2026-03-312026-04-29

GAP GAP INC14.6K shares0.05%2026-03-312026-04-29

IYW ISHARES TR1.9K shares0.00%2026-03-312026-04-29

EVTR MORGAN STANLEY ETF TRUST6.6K shares9.65%2026-03-312026-04-29

Sponsored

AVUV AMERICAN CENTY ETF TR3.0K shares8.85%2026-03-312026-04-29

TRV TRAVELERS COMPANIES INC1.1K shares0.27%2026-03-312026-04-29

AGG ISHARES TR3.2K shares7.13%2026-03-312026-04-29

FENI FIDELITY COVINGTON TRUST8.6K shares12.68%2026-03-312026-04-29

QCOM QUALCOMM INC2.5K shares4.57%2026-03-312026-04-29

GEV GE VERNOVA INC356 shares1.14%2026-03-312026-04-29

MGC VANGUARD WORLD FD1.3K shares0.00%2026-03-312026-04-29

CRM SALESFORCE INC1.6K shares3.08%2026-03-312026-04-29

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD7.5K shares2.72%2026-03-312026-04-29

MMM 3M CO2.0K shares0.05%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.1K shares-7.32%2026-03-312026-04-29

SUSL ISHARES TR2.5K shares0.00%2026-03-312026-04-29

VIGI VANGUARD WHITEHALL FDS3.1K shares0.00%2026-03-312026-04-29

NULV NUSHARES ETF TR6.1K shares-2.52%2026-03-312026-04-29

ESGE ISHARES INC6.1K shares0.00%2026-03-312026-04-29

GLDM WORLD GOLD TR3.0K sharesnew addition2026-03-312026-04-29

Sponsored

DLN WISDOMTREE TR3.1K shares0.00%2026-03-312026-04-29

HDV ISHARES TR2.0K shares0.10%2026-03-312026-04-29

VLUE ISHARES TR1.8K shares0.11%2026-03-312026-04-29

BINC BLACKROCK ETF TRUST II5.0K shares16.55%2026-03-312026-04-29

BA BOEING CO1.2K shares1.15%2026-03-312026-04-29

JVAL J P MORGAN EXCHANGE TRADED F5.0K shares0.28%2026-03-312026-04-29

AAAU GOLDMAN SACHS PHYSICAL GOLD5.3K shares0.00%2026-03-312026-04-29

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL609 sharesnew addition2026-03-312026-04-29

Sponsored

DIA STATE STR SPDR DOW JONES IND511 shares0.39%2026-03-312026-04-29

IEFA ISHARES TR2.6K sharesnew addition2026-03-312026-04-29

NEE NEXTERA ENERGY INC2.5K sharesnew addition2026-03-312026-04-29

UNILEVER PLC UNILEVER PLC4.0K shares0.00%2026-03-312026-04-29

ABT ABBOTT LABORATORIES2.2K shares4.00%2026-03-312026-04-29

TBIL RBB FD INC4.6K shares0.00%2026-03-312026-04-29

USB US BANCORP4.3K shares1.09%2026-03-312026-04-29

FELV FIDELITY COVINGTON TRUST6.2K shares0.00%2026-03-312026-04-29

Sponsored

DFIV DIMENSIONAL ETF TRUST4.0K shares0.00%2026-03-312026-04-29

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP616 shares0.65%2026-03-312026-04-29

MDY STATE STR SPDR S&P MIDCAP 40339 shares0.00%2026-03-312026-04-29

CB CHUBB LTD SWITZ631 sharesnew addition2026-03-312026-04-29

DFAS DIMENSIONAL ETF TRUST2.9K sharesnew addition2026-03-312026-04-29

IWP ISHARES TR1.6K sharesnew addition2026-03-312026-04-29

DELL DELL TECHNOLOGIES INC1.2K sharesnew addition2026-03-312026-04-29

DEO DIAGEO PLC2.7K shares-4.26%2026-03-312026-04-29

Sponsored

VTRS VIATRIS INC10.3K shares-0.39%2026-03-312026-04-29

VYM

VANGUARD WHITEHALL FDS

1.81%

Shares559.8K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

2.44%

Shares90.2K

Event2026-03-31

Filed2026-04-29

VUG

VANGUARD INDEX FDS

2.63%

Shares97.8K

Event2026-03-31

Filed2026-04-29

SDY

SPDR SERIES TRUST

-0.42%

Shares278.7K

Event2026-03-31

Filed2026-04-29

VTV

VANGUARD INDEX FDS

0.82%

Shares177.1K

Event2026-03-31

Filed2026-04-29

IJH

ISHARES TR

1.48%

Shares277.1K

Event2026-03-31

Filed2026-04-29

IJR

ISHARES TR

0.03%

Shares110.1K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-1.45%

Shares46.1K

Event2026-03-31

Filed2026-04-29

HFXI

NEW YORK LIFE INVESTMENTS ET

1.48%

Shares250.3K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

0.10%

Shares28.6K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

1.09%

Shares20.0K

Event2026-03-31

Filed2026-04-29

QUAL

ISHARES TR

1.04%

Shares34.7K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

6.15%

Shares18.6K

Event2026-03-31

Filed2026-04-29

DGRO

ISHARES TR

0.98%

Shares83.1K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

0.50%

Shares12.1K

Event2026-03-31

Filed2026-04-29

INVESCO EXCHANGE TRADED FD T

8.96%

Shares30.0K

Event2026-03-31

Filed2026-04-29

IMCG

ISHARES TR

11.12%

Shares70.5K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

1.53%

Shares9.3K

Event2026-03-31

Filed2026-04-29

VIG

VANGUARD SPECIALIZED FUNDS

0.43%

Shares23.6K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

-1.39%

Shares20.3K

Event2026-03-31

Filed2026-04-29

LMT

LOCKHEED MARTIN CORP

0.03%

Shares6.6K

Event2026-03-31

Filed2026-04-29

JEPI

J P MORGAN EXCHANGE TRADED F

3.55%

Shares69.7K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

-0.29%

Shares22.0K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

-0.38%

Shares14.7K

Event2026-03-31

Filed2026-04-29

BLACKROCK INC

0.52%

Shares3.7K

Event2026-03-31

Filed2026-04-29

COCA COLA CO

0.22%

Shares43.3K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

0.49%

Shares11.4K

Event2026-03-31

Filed2026-04-29

IDV

ISHARES TR

114.36%

Shares74.9K

Event2026-03-31

Filed2026-04-29

AOR

ISHARES TR

-0.83%

Shares47.3K

Event2026-03-31

Filed2026-04-29

USMV

ISHARES TR

-1.83%

Shares32.6K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-1.66%

Shares10.4K

Event2026-03-31

Filed2026-04-29

MERCK & CO INC

1.03%

Shares25.0K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

1.05%

Shares13.7K

Event2026-03-31

Filed2026-04-29

VYMI

VANGUARD WHITEHALL FDS

-33.07%

Shares31.7K

Event2026-03-31

Filed2026-04-29

VERIZON COMMUNICATIONS INC

-2.80%

Shares59.4K

Event2026-03-31

Filed2026-04-29

SHV

ISHARES TR

1.06%

Shares26.4K

Event2026-03-31

Filed2026-04-29

MCD

MCDONALDS CORP

-2.64%

Shares9.3K

Event2026-03-31

Filed2026-04-29

LLY

ELI LILLY & CO

0.29%

Shares3.1K

Event2026-03-31

Filed2026-04-29

MPC

MARATHON PETE CORP

1.82%

Shares11.6K

Event2026-03-31

Filed2026-04-29

AOA

ISHARES TR

0.16%

Shares31.0K

Event2026-03-31

Filed2026-04-29

PROCTER & GAMBLE CO

-0.08%

Shares18.5K

Event2026-03-31

Filed2026-04-29

LMBS

FIRST TR EXCHANGE-TRADED FD

4.24%

Shares51.5K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

6.80%

Shares8.3K

Event2026-03-31

Filed2026-04-29

DUKE ENERGY CORP NEW

0.18%

Shares18.1K

Event2026-03-31

Filed2026-04-29

VLO

VALERO ENERGY CORP

0.64%

Shares9.0K

Event2026-03-31

Filed2026-04-29

CONSOLIDATED EDISON INC

0.02%

Shares19.3K

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

-0.13%

Shares17.5K

Event2026-03-31

Filed2026-04-29

PHILIP MORRIS INTL INC

0.13%

Shares12.7K

Event2026-03-31

Filed2026-04-29

VBR

VANGUARD INDEX FDS

7.87%

Shares9.6K

Event2026-03-31

Filed2026-04-29

IVW

ISHARES TR

-0.06%

Shares17.6K

Event2026-03-31

Filed2026-04-29

ALTRIA GROUP INC

0.11%

Shares30.2K

Event2026-03-31

Filed2026-04-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.53%

Shares5.8K

Event2026-03-31

Filed2026-04-29

AMGN

AMGEN INC

1.07%

Shares5.5K

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORPORATION

0.32%

Shares9.0K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

5.25%

Shares10.3K

Event2026-03-31

Filed2026-04-29

WMB

WILLIAMS COS INC

-0.04%

Shares24.1K

Event2026-03-31

Filed2026-04-29

SPYX

SPDR SERIES TRUST

-15.02%

Shares32.6K

Event2026-03-31

Filed2026-04-29

PEP

PEPSICO INC

-3.39%

Shares10.8K

Event2026-03-31

Filed2026-04-29

AEP

AMERICAN ELEC PWR CO INC

0.04%

Shares12.5K

Event2026-03-31

Filed2026-04-29

MTUM

ISHARES TR

0.02%

Shares6.6K

Event2026-03-31

Filed2026-04-29

VOE

VANGUARD INDEX FDS

2.17%

Shares8.5K

Event2026-03-31

Filed2026-04-29

IXN

ISHARES TR

-5.78%

Shares15.2K

Event2026-03-31

Filed2026-04-29

ITOT

ISHARES TR

0.00%

Shares10.6K

Event2026-03-31

Filed2026-04-29

ETR

ENTERGY CORP NEW

0.25%

Shares13.1K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-29

ESGV

VANGUARD WORLD FD

-0.79%

Shares12.4K

Event2026-03-31

Filed2026-04-29

FAST

FASTENAL CO

0.02%

Shares29.1K

Event2026-03-31

Filed2026-04-29

VTR

VENTAS INC

0.10%

Shares16.3K

Event2026-03-31

Filed2026-04-29

ENB

ENBRIDGE INC

0.09%

Shares24.4K

Event2026-03-31

Filed2026-04-29