Sponsored

The Analysis of Mattern Wealth Management LLC's Holdings & P&L

Currently, Mattern Wealth Management LLC holds 158 types of securities in its portfolio with a total value $512.9M. In the most recent quarter, they have increased their positions in DGCB (+18.3K shares, valued at $992.8K), DFGX (+18.4K shares, valued at $964.9K), DFAC (+19.9K shares, valued at $771.8K); decreased their positions in CVX (-4.8K shares, valued at $987.9K), DUHP (-18.6K shares, valued at $683.3K), DUSB (-9.5K shares, valued at $480.0K); initiated new positions in EPD (+9.9K shares, valued at $374.2K), LMT (+403 shares, valued at $243.6K), INTC (+5.1K shares, valued at $225.9K).

1M P&L

+11.0M+2.18%

3M P&L

+12.7M+2.53%

HY P&L

+37.7M+7.91%

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/A336.6M

70.7%

2Software - Infrastructure19.2M

4.0%

3Consumer Electronics18.0M

3.8%

Top Industries by Stock Count

1N/A53 stocks

37.6%

2Drug Manufacturers - General7 stocks

5.0%

3Semiconductors6 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST1.9M shares1.08%2026-03-312026-04-23

AVUS AMERICAN CENTY ETF TR367.7K shares1.04%2026-03-312026-04-23

DFIC DIMENSIONAL ETF TRUST982.3K shares1.37%2026-03-312026-04-23

DFSD DIMENSIONAL ETF TRUST603.4K shares1.35%2026-03-312026-04-23

DFNM DIMENSIONAL ETF TRUST530.2K shares-0.16%2026-03-312026-04-23

DFGX DIMENSIONAL ETF TRUST368.3K shares5.26%2026-03-312026-04-23

MSFT MICROSOFT CORP51.1K shares0.69%2026-03-312026-04-23

AAPL APPLE INC71.1K shares-1.54%2026-03-312026-04-23

Sponsored

INVESCO QQQ TR INVESCO QQQ TR30.9K shares-0.86%2026-03-312026-04-23

DFCF DIMENSIONAL ETF TRUST343.7K shares1.63%2026-03-312026-04-23

DGCB DIMENSIONAL ETF TRUST266.2K shares7.40%2026-03-312026-04-23

DFEM DIMENSIONAL ETF TRUST307.2K shares4.84%2026-03-312026-04-23

AVSF AMERICAN CENTY ETF TR205.3K shares5.82%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO26.1K shares1.47%2026-03-312026-04-23

DFIV DIMENSIONAL ETF TRUST142.9K shares1.11%2026-03-312026-04-23

DUSB DIMENSIONAL ETF TRUST146.5K shares-6.07%2026-03-312026-04-23

Sponsored

ALPHABET INC ALPHABET INC24.6K shares-0.40%2026-03-312026-04-23

CAT CATERPILLAR INC9.8K shares-0.41%2026-03-312026-04-23

DFAU DIMENSIONAL ETF TRUST151.3K shares0.52%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION6.2K shares2.14%2026-03-312026-04-23

NVDA NVIDIA CORPORATION33.4K shares-0.23%2026-03-312026-04-23

AMZN AMAZON COM INC27.8K shares-0.58%2026-03-312026-04-23

WMT WALMART INC38.1K shares-1.41%2026-03-312026-04-23

AVIG AMERICAN CENTY ETF TR113.4K shares-1.20%2026-03-312026-04-23

Sponsored

VTI VANGUARD INDEX FDS12.7K shares0.00%2026-03-312026-04-23

RDVY FIRST TR EXCHANGE TRADED FD56.4K shares-8.14%2026-03-312026-04-23

XOM EXXON MOBIL CORP21.4K shares-2.98%2026-03-312026-04-23

IVV ISHARES TR5.2K shares-4.37%2026-03-312026-04-23

CVX CHEVRON CORPORATION15.7K shares-23.37%2026-03-312026-04-23

IVW ISHARES TR27.3K shares-3.01%2026-03-312026-04-23

DFGR DIMENSIONAL ETF TRUST114.6K shares5.21%2026-03-312026-04-23

V VISA INC10.0K shares-1.67%2026-03-312026-04-23

Sponsored

ADI ANALOG DEVICES INC9.2K shares-2.12%2026-03-312026-04-23

PSX PHILLIPS 6615.2K shares0.16%2026-03-312026-04-23

XLK SELECT SECTOR SPDR TR19.3K shares0.00%2026-03-312026-04-23

MCD MCDONALDS CORP7.7K shares-1.85%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON9.8K shares-0.51%2026-03-312026-04-23

LLY ELI LILLY & CO2.6K shares-0.39%2026-03-312026-04-23

AVLV AMERICAN CENTY ETF TR29.1K shares0.00%2026-03-312026-04-23

BROADCOM INC BROADCOM INC7.5K shares-0.20%2026-03-312026-04-23

Sponsored

LOW LOWES COS INC9.3K shares-0.91%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.3K shares-4.84%2026-03-312026-04-23

ABT ABBOTT LABORATORIES17.7K shares-11.06%2026-03-312026-04-23

LHX L3HARRIS TECHNOLOGIES INC4.9K shares-3.73%2026-03-312026-04-23

SYK STRYKER CORPORATION4.9K shares0.00%2026-03-312026-04-23

QUAL ISHARES TR8.3K shares-3.39%2026-03-312026-04-23

NEE NEXTERA ENERGY INC16.7K shares-1.38%2026-03-312026-04-23

EMR EMERSON ELEC CO11.0K shares-19.75%2026-03-312026-04-23

Sponsored

IVE ISHARES TR6.8K shares-0.69%2026-03-312026-04-23

ADP AUTOMATIC DATA PROCESSING IN7.0K shares-5.70%2026-03-312026-04-23

BLACKROCK INC BLACKROCK INC1.3K shares-3.37%2026-03-312026-04-23

LINDE PLC LINDE PLC2.4K shares-2.82%2026-03-312026-04-23

UNP UNION PAC CORP4.8K shares0.00%2026-03-312026-04-23

USMV ISHARES TR12.5K shares-0.05%2026-03-312026-04-23

CB CHUBB LTD SWITZ3.5K shares-1.58%2026-03-312026-04-23

PG PROCTER & GAMBLE CO7.6K shares-0.13%2026-03-312026-04-23

Sponsored

DE DEERE & CO1.9K shares0.00%2026-03-312026-04-23

ABBV ABBVIE INC4.8K shares-22.48%2026-03-312026-04-23

IWM ISHARES TR4.2K shares0.00%2026-03-312026-04-23

FCX FREEPORT MCMORAN INC17.6K shares-3.25%2026-03-312026-04-23

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.7K shares-1.58%2026-03-312026-04-23

ET ENERGY TRANSFER L P48.8K shares4.28%2026-03-312026-04-23

AFL AFLAC INC8.4K shares-5.00%2026-03-312026-04-23

CL COLGATE PALMOLIVE CO10.8K shares0.00%2026-03-312026-04-23

Sponsored

T AT&T INC30.1K shares0.00%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T1.3K shares-5.26%2026-03-312026-04-23

DUHP DIMENSIONAL ETF TRUST21.1K shares-46.85%2026-03-312026-04-23

ALPS ETF TR ALPS ETF TR14.3K shares3.64%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC5.9K shares-1.66%2026-03-312026-04-23

MINT PIMCO ETF TR7.1K shares-4.69%2026-03-312026-04-23

AMGN AMGEN INC2.0K shares-2.65%2026-03-312026-04-23

APD AIR PRODUCTS AND CHEMICALS I2.4K shares-2.32%2026-03-312026-04-23

Sponsored

SHEL SHELL PLC7.5K shares0.00%2026-03-312026-04-23

HYMB SPDR SERIES TRUST27.9K shares-25.09%2026-03-312026-04-23

IWF ISHARES TR1.6K shares0.00%2026-03-312026-04-23

ALPHABET INC ALPHABET INC2.3K shares0.00%2026-03-312026-04-23

GBCI GLACIER BANCORP INC NEW14.5K shares0.00%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC3.8K shares-26.49%2026-03-312026-04-23

AVMU AMERICAN CENTY ETF TR13.4K shares5.03%2026-03-312026-04-23

COP CONOCOPHILLIPS4.5K shares0.00%2026-03-312026-04-23

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS979 shares-2.10%2026-03-312026-04-23

BN BROOKFIELD CORP14.2K shares-1.73%2026-03-312026-04-23

JEPI J P MORGAN EXCHANGE TRADED F10.0K shares0.00%2026-03-312026-04-23

MO ALTRIA GROUP INC8.3K shares-23.26%2026-03-312026-04-23

AEP AMERICAN ELEC PWR CO INC4.0K shares0.00%2026-03-312026-04-23

GSLC GOLDMAN SACHS ETF TR4.2K shares0.00%2026-03-312026-04-23

VLO VALERO ENERGY CORP2.1K shares0.00%2026-03-312026-04-23

META META PLATFORMS INC895 shares0.00%2026-03-312026-04-23

Sponsored

PEP PEPSICO INC3.2K shares-0.49%2026-03-312026-04-23

TBIL RBB FD INC9.8K shares-8.16%2026-03-312026-04-23

KO COCA COLA CO6.4K shares-27.31%2026-03-312026-04-23

VYMI VANGUARD WHITEHALL FDS5.0K shares0.00%2026-03-312026-04-23

AMT AMERICAN TOWER CORP2.7K shares-1.65%2026-03-312026-04-23

DIA STATE STR SPDR DOW JONES IND989 shares-3.42%2026-03-312026-04-23

SNA SNAP ON INC1.2K shares0.00%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC8.9K shares-15.21%2026-03-312026-04-23

Sponsored

IJK ISHARES TR4.4K shares-15.58%2026-03-312026-04-23

FBIZ FIRST BUSINESS FINL SVCS INC8.0K shares0.00%2026-03-312026-04-23

EVRG EVERGY INC5.2K shares-27.56%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS1.7K shares0.29%2026-03-312026-04-23

RTX RTX CORPORATION2.2K shares0.00%2026-03-312026-04-23

ENB ENBRIDGE INC7.5K shares0.00%2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC2.0K shares-38.82%2026-03-312026-04-23

CSCO CISCO SYS INC5.0K shares-3.59%2026-03-312026-04-23

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.0K shares-11.42%2026-03-312026-04-23

FMHI FIRST TR EXCH TRADED FD III8.0K shares0.00%2026-03-312026-04-23

IYM ISHARES TR2.1K shares-12.27%2026-03-312026-04-23

EPD ENTERPRISE PRODS PARTNERS L9.9K sharesnew addition2026-03-312026-04-23

XLY SELECT SECTOR SPDR TR3.3K shares0.00%2026-03-312026-04-23

CSX CSX CORP8.8K shares0.00%2026-03-312026-04-23

ITW ILLINOIS TOOL WKS INC1.4K shares-3.26%2026-03-312026-04-23

FDL FIRST TR EXCHANGE-TRADED FD6.9K shares-0.69%2026-03-312026-04-23

Sponsored

HD HOME DEPOT INC1.0K shares0.00%2026-03-312026-04-23

USB US BANCORP6.5K shares15.53%2026-03-312026-04-23

USHY ISHARES TR9.1K shares0.00%2026-03-312026-04-23

NFLX NETFLIX INC.3.5K shares0.00%2026-03-312026-04-23

TSLA TESLA INC902 shares0.00%2026-03-312026-04-23

MU MICRON TECHNOLOGY INC985 shares1.55%2026-03-312026-04-23

XLF SELECT SECTOR SPDR TR6.7K shares0.00%2026-03-312026-04-23

O REALTY INCOME CORP5.2K shares10.58%2026-03-312026-04-23

Sponsored

AXON AXON ENTERPRISE INC750 shares0.00%2026-03-312026-04-23

BA BOEING CO1.6K shares0.00%2026-03-312026-04-23

VGT VANGUARD WORLD FD436 shares0.00%2026-03-312026-04-23

DVN DEVON ENERGY CORP NEW6.0K shares0.00%2026-03-312026-04-23

DIHP DIMENSIONAL ETF TRUST9.2K shares0.00%2026-03-312026-04-23

ECL ECOLAB INC1.1K shares-2.80%2026-03-312026-04-23

SPMD SPDR SERIES TRUST4.9K shares0.00%2026-03-312026-04-23

CNI CANADIAN NATL RY CO2.7K shares0.00%2026-03-312026-04-23

Sponsored

SPGI S&P GLOBAL INC637 shares-1.85%2026-03-312026-04-23

PANW PALO ALTO NETWORKS INC1.7K shares-7.15%2026-03-312026-04-23

VXUS VANGUARD STAR FDS3.5K shares-3.10%2026-03-312026-04-23

XLI SELECT SECTOR SPDR TR1.6K shares0.00%2026-03-312026-04-23

PFE PFIZER INC9.2K shares0.00%2026-03-312026-04-23

BLACKSTONE INC BLACKSTONE INC2.2K shares-0.05%2026-03-312026-04-23

CLX CLOROX CO DEL2.4K shares0.00%2026-03-312026-04-23

QCOM QUALCOMM INC1.9K shares6.73%2026-03-312026-04-23

Sponsored

NVS NOVARTIS AG1.6K shares-0.99%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP403 sharesnew addition2026-03-312026-04-23

WELL WELLTOWER INC1.2K shares0.00%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.2K shares0.00%2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.8K shares0.00%2026-03-312026-04-23

MA MASTERCARD INCORPORATED465 shares0.00%2026-03-312026-04-23

BMY BRISTOL-MYERS SQUIBB CO3.8K shares0.00%2026-03-312026-04-23

INTC INTEL CORP5.1K sharesnew addition2026-03-312026-04-23

Sponsored

STCE SCHWAB STRATEGIC TR4.3K shares-30.30%2026-03-312026-04-23

RSG REPUBLIC SVCS INC1.0K shares0.00%2026-03-312026-04-23

SCHX SCHWAB STRATEGIC TR8.5K shares0.00%2026-03-312026-04-23

EATON CORP PLC EATON CORP PLC600 sharesnew addition2026-03-312026-04-23

DVY ISHARES TR1.4K sharesnew addition2026-03-312026-04-23

CRM SALESFORCE INC1.1K shares-2.99%2026-03-312026-04-23

HSY HERSHEY CO1.0K sharesnew addition2026-03-312026-04-23

OKE ONEOK INC NEW2.3K sharesnew addition2026-03-312026-04-23

Sponsored

IJH ISHARES TR3.1K shares0.00%2026-03-312026-04-23

MDLZ MONDELEZ INTL INC3.6K sharesnew addition2026-03-312026-04-23

ITA ISHARES TR939 sharesnew addition2026-03-312026-04-23

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY2.6K sharesnew addition2026-03-312026-04-23

CTAS CINTAS CORP1.2K shares0.00%2026-03-312026-04-23

AEYE AUDIOEYE INC24.5K shares0.00%2026-03-312026-04-23

DFAC

DIMENSIONAL ETF TRUST

1.08%

Shares1.9M

Event2026-03-31

Filed2026-04-23

AVUS

AMERICAN CENTY ETF TR

1.04%

Shares367.7K

Event2026-03-31

Filed2026-04-23

DFIC

DIMENSIONAL ETF TRUST

1.37%

Shares982.3K

Event2026-03-31

Filed2026-04-23

DFSD

DIMENSIONAL ETF TRUST

1.35%

Shares603.4K

Event2026-03-31

Filed2026-04-23

DFNM

DIMENSIONAL ETF TRUST

-0.16%

Shares530.2K

Event2026-03-31

Filed2026-04-23

DFGX

DIMENSIONAL ETF TRUST

5.26%

Shares368.3K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

0.69%

Shares51.1K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-1.54%

Shares71.1K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

-0.86%

Shares30.9K

Event2026-03-31

Filed2026-04-23

DFCF

DIMENSIONAL ETF TRUST

1.63%

Shares343.7K

Event2026-03-31

Filed2026-04-23

DGCB

DIMENSIONAL ETF TRUST

7.40%

Shares266.2K

Event2026-03-31

Filed2026-04-23

DFEM

DIMENSIONAL ETF TRUST

4.84%

Shares307.2K

Event2026-03-31

Filed2026-04-23

AVSF

AMERICAN CENTY ETF TR

5.82%

Shares205.3K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

1.47%

Shares26.1K

Event2026-03-31

Filed2026-04-23

DFIV

DIMENSIONAL ETF TRUST

1.11%

Shares142.9K

Event2026-03-31

Filed2026-04-23

DUSB

DIMENSIONAL ETF TRUST

-6.07%

Shares146.5K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-0.40%

Shares24.6K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

-0.41%

Shares9.8K

Event2026-03-31

Filed2026-04-23

DFAU

DIMENSIONAL ETF TRUST

0.52%

Shares151.3K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION

2.14%

Shares6.2K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

-0.23%

Shares33.4K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

-0.58%

Shares27.8K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

-1.41%

Shares38.1K

Event2026-03-31

Filed2026-04-23

AVIG

AMERICAN CENTY ETF TR

-1.20%

Shares113.4K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

0.00%

Shares12.7K

Event2026-03-31

Filed2026-04-23

RDVY

FIRST TR EXCHANGE TRADED FD

-8.14%

Shares56.4K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

-2.98%

Shares21.4K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

-4.37%

Shares5.2K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION

-23.37%

Shares15.7K

Event2026-03-31

Filed2026-04-23

IVW

ISHARES TR

-3.01%

Shares27.3K

Event2026-03-31

Filed2026-04-23

DFGR

DIMENSIONAL ETF TRUST

5.21%

Shares114.6K

Event2026-03-31

Filed2026-04-23

VISA INC

-1.67%

Shares10.0K

Event2026-03-31

Filed2026-04-23

ADI

ANALOG DEVICES INC

-2.12%

Shares9.2K

Event2026-03-31

Filed2026-04-23

PSX

PHILLIPS 66

0.16%

Shares15.2K

Event2026-03-31

Filed2026-04-23

XLK

SELECT SECTOR SPDR TR

0.00%

Shares19.3K

Event2026-03-31

Filed2026-04-23

MCD

MCDONALDS CORP

-1.85%

Shares7.7K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

-0.51%

Shares9.8K

Event2026-03-31

Filed2026-04-23

LLY

ELI LILLY & CO

-0.39%

Shares2.6K

Event2026-03-31

Filed2026-04-23

AVLV

AMERICAN CENTY ETF TR

0.00%

Shares29.1K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

-0.20%

Shares7.5K

Event2026-03-31

Filed2026-04-23

LOW

LOWES COS INC

-0.91%

Shares9.3K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

-4.84%

Shares4.3K

Event2026-03-31

Filed2026-04-23

ABT

ABBOTT LABORATORIES

-11.06%

Shares17.7K

Event2026-03-31

Filed2026-04-23

LHX

L3HARRIS TECHNOLOGIES INC

-3.73%

Shares4.9K

Event2026-03-31

Filed2026-04-23

SYK

STRYKER CORPORATION

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-23

QUAL

ISHARES TR

-3.39%

Shares8.3K

Event2026-03-31

Filed2026-04-23

NEE

NEXTERA ENERGY INC

-1.38%

Shares16.7K

Event2026-03-31

Filed2026-04-23

EMR

EMERSON ELEC CO

-19.75%

Shares11.0K

Event2026-03-31

Filed2026-04-23

IVE

ISHARES TR

-0.69%

Shares6.8K

Event2026-03-31

Filed2026-04-23

ADP

AUTOMATIC DATA PROCESSING IN

-5.70%

Shares7.0K

Event2026-03-31

Filed2026-04-23

BLACKROCK INC

-3.37%

Shares1.3K

Event2026-03-31

Filed2026-04-23

LINDE PLC

-2.82%

Shares2.4K

Event2026-03-31

Filed2026-04-23

UNP

UNION PAC CORP

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-23

USMV

ISHARES TR

-0.05%

Shares12.5K

Event2026-03-31

Filed2026-04-23

CHUBB LTD SWITZ

-1.58%

Shares3.5K

Event2026-03-31

Filed2026-04-23

PROCTER & GAMBLE CO

-0.13%

Shares7.6K

Event2026-03-31

Filed2026-04-23

DEERE & CO

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-23

ABBV

ABBVIE INC

-22.48%

Shares4.8K

Event2026-03-31

Filed2026-04-23

IWM

ISHARES TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-23

FCX

FREEPORT MCMORAN INC

-3.25%

Shares17.6K

Event2026-03-31

Filed2026-04-23

GENERAL DYNAMICS CORP

-1.58%

Shares2.7K

Event2026-03-31

Filed2026-04-23

ENERGY TRANSFER L P

4.28%

Shares48.8K

Event2026-03-31

Filed2026-04-23

AFL

AFLAC INC

-5.00%

Shares8.4K

Event2026-03-31

Filed2026-04-23

COLGATE PALMOLIVE CO

0.00%

Shares10.8K

Event2026-03-31

Filed2026-04-23

AT&T INC

0.00%

Shares30.1K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

-5.26%

Shares1.3K

Event2026-03-31

Filed2026-04-23

DUHP

DIMENSIONAL ETF TRUST

-46.85%

Shares21.1K

Event2026-03-31

Filed2026-04-23

ALPS ETF TR

3.64%

Shares14.3K

Event2026-03-31

Filed2026-04-23

MERCK & CO INC

-1.66%

Shares5.9K

Event2026-03-31

Filed2026-04-23

MINT

PIMCO ETF TR

-4.69%

Shares7.1K

Event2026-03-31

Filed2026-04-23

AMGN

AMGEN INC

-2.65%

Shares2.0K

Event2026-03-31

Filed2026-04-23

APD

AIR PRODUCTS AND CHEMICALS I

-2.32%

Shares2.4K

Event2026-03-31

Filed2026-04-23

SHEL

SHELL PLC

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-23

HYMB

SPDR SERIES TRUST

-25.09%

Shares27.9K

Event2026-03-31

Filed2026-04-23

IWF

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-23

GBCI

GLACIER BANCORP INC NEW

0.00%

Shares14.5K

Event2026-03-31

Filed2026-04-23

PHILIP MORRIS INTL INC

-26.49%

Shares3.8K

Event2026-03-31

Filed2026-04-23

AVMU

AMERICAN CENTY ETF TR

5.03%

Shares13.4K

Event2026-03-31

Filed2026-04-23

COP

CONOCOPHILLIPS

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-2.10%

Shares979

Event2026-03-31

Filed2026-04-23

BROOKFIELD CORP

-1.73%

Shares14.2K

Event2026-03-31

Filed2026-04-23

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-23

ALTRIA GROUP INC

-23.26%

Shares8.3K

Event2026-03-31

Filed2026-04-23

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-23

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-23

VLO

VALERO ENERGY CORP

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-23