Sponsored

The Analysis of MBM WEALTH CONSULTANTS, LLC's Holdings & P&L

Currently, MBM WEALTH CONSULTANTS, LLC holds 387 types of securities in its portfolio with a total value $435.6M. In the most recent quarter, they have increased their positions in NEAR (+43.4K shares, valued at $2.2M), JPLD (+34.9K shares, valued at $1.8M), SCHO (+63.1K shares, valued at $1.5M); decreased their positions in EMR (-2.2K shares, valued at $282.6K), WM (-1.1K shares, valued at $256.2K), COP (-1.4K shares, valued at $191.2K); initiated new positions in VV (+2.4K shares, valued at $715.7K), ASML (+148 shares, valued at $195.5K), ECL (+612 shares, valued at $162.8K).

1M P&L

+8.4M+2.14%

3M P&L

-243.5M-37.72%

HY P&L

-235.2M-36.91%

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/A300.8M

79.6%

2Software - Infrastructure4.6M

1.2%

3Drug Manufacturers - General4.3M

1.1%

Top Industries by Stock Count

1N/A106 stocks

30.3%

2Banks - Regional10 stocks

2.9%

3Software - Application9 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VYM VANGUARD WHITEHALL FDS331.4K shares1.34%2026-03-312026-04-20

VUG VANGUARD INDEX FDS108.1K shares2.23%2026-03-312026-04-20

VANGUARD INDEX FDS VANGUARD INDEX FDS73.9K shares1.74%2026-03-312026-04-20

PULS PGIM ETF TR503.9K shares5.36%2026-03-312026-04-20

JPST J P MORGAN EXCHANGE TRADED F481.5K shares4.44%2026-03-312026-04-20

SCHO SCHWAB STRATEGIC TR962.9K shares7.02%2026-03-312026-04-20

VB VANGUARD INDEX FDS82.7K shares1.34%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS291.3K shares1.04%2026-03-312026-04-20

Sponsored

JPLD J P MORGAN EXCHANGE TRADED F339.1K shares11.48%2026-03-312026-04-20

NEAR ISHARES U S ETF TR337.5K shares14.74%2026-03-312026-04-20

JMST J P MORGAN EXCHANGE TRADED F236.6K shares-0.41%2026-03-312026-04-20

IEI ISHARES TR93.2K shares11.35%2026-03-312026-04-20

SMMU PIMCO ETF TR79.6K shares11.44%2026-03-312026-04-20

AAPL APPLE INC15.2K shares-2.54%2026-03-312026-04-20

SUB ISHARES TR35.9K shares-1.59%2026-03-312026-04-20

VLO VALERO ENERGY CORP14.7K shares4.34%2026-03-312026-04-20

Sponsored

SPYG SPDR SERIES TRUST36.8K shares1.89%2026-03-312026-04-20

SPYM SPDR SERIES TRUST46.9K shares2.02%2026-03-312026-04-20

SPYV SPDR SERIES TRUST62.4K shares1.82%2026-03-312026-04-20

LAM RESEARCH CORP LAM RESEARCH CORP15.5K shares-0.31%2026-03-312026-04-20

IVV ISHARES TR4.5K shares1.07%2026-03-312026-04-20

NVDA NVIDIA CORPORATION15.4K shares3.20%2026-03-312026-04-20

ALPHABET INC ALPHABET INC9.0K shares2.78%2026-03-312026-04-20

AMZN AMAZON COM INC12.4K shares3.06%2026-03-312026-04-20

Sponsored

ABBV ABBVIE INC11.7K shares2.36%2026-03-312026-04-20

FDX FEDEX CORP6.7K shares3.07%2026-03-312026-04-20

LMT LOCKHEED MARTIN CORP3.6K shares2.19%2026-03-312026-04-20

NET CLOUDFLARE INC10.1K shares5.94%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION2.1K shares5.99%2026-03-312026-04-20

MSFT MICROSOFT CORP5.5K shares6.58%2026-03-312026-04-20

WM WASTE MGMT INC DEL8.5K shares-11.61%2026-03-312026-04-20

VRTX VERTEX PHARMACEUTICALS INC4.2K shares5.73%2026-03-312026-04-20

Sponsored

ARCC ARES CAPITAL CORP101.7K shares9.90%2026-03-312026-04-20

JMUB J P MORGAN EXCHANGE TRADED F36.0K shares-4.14%2026-03-312026-04-20

BKNG BOOKING HOLDINGS INC424 shares5.21%2026-03-312026-04-20

SCHW SCHWAB CHARLES CORP18.7K shares6.11%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.6K shares6.66%2026-03-312026-04-20

HD HOME DEPOT INC5.1K shares7.13%2026-03-312026-04-20

ICE INTERCONTINENTAL EXCHANGE IN10.7K shares7.08%2026-03-312026-04-20

SPSM SPDR SERIES TRUST33.5K shares1.51%2026-03-312026-04-20

Sponsored

URI UNITED RENTALS INC2.2K shares6.42%2026-03-312026-04-20

TMUS T-MOBILE US INC7.7K shares9.04%2026-03-312026-04-20

COOPER COS INC COOPER COS INC22.5K shares6.64%2026-03-312026-04-20

THE CIGNA GROUP THE CIGNA GROUP5.8K shares7.72%2026-03-312026-04-20

PGR PROGRESSIVE CORP7.5K shares8.66%2026-03-312026-04-20

DFUS DIMENSIONAL ETF TRUST20.8K shares0.00%2026-03-312026-04-20

SPDW SPDR INDEX SHS FDS31.5K shares0.00%2026-03-312026-04-20

JEF JEFFERIES FINANCIAL GROUP IN32.4K shares20.95%2026-03-312026-04-20

Sponsored

UNH UNITEDHEALTH GROUP INC4.9K shares1.92%2026-03-312026-04-20

BLACKSTONE INC BLACKSTONE INC11.0K shares20.48%2026-03-312026-04-20

UTHR UNITED THERAPEUTICS CORP DEL2.1K shares3.78%2026-03-312026-04-20

ADBE ADOBE INC5.0K shares11.36%2026-03-312026-04-20

FCFS FIRSTCASH HOLDINGS INC5.8K shares3.83%2026-03-312026-04-20

IBKR INTERACTIVE BROKERS GROUP IN16.1K shares3.02%2026-03-312026-04-20

DFUV DIMENSIONAL ETF TRUST21.4K shares0.00%2026-03-312026-04-20

LUV SOUTHWEST AIRLS CO24.2K shares3.52%2026-03-312026-04-20

Sponsored

BMY BRISTOL-MYERS SQUIBB CO13.7K shares4.14%2026-03-312026-04-20

VO VANGUARD INDEX FDS2.7K shares1.77%2026-03-312026-04-20

NU NU HLDGS LTD53.5K shares6.35%2026-03-312026-04-20

PSTG EVERPURE INC12.1K shares6.82%2026-03-312026-04-20

VV VANGUARD INDEX FDS2.4K sharesnew addition2026-03-312026-04-20

RKT ROCKET COS INC50.1K shares6.94%2026-03-312026-04-20

XOM EXXON MOBIL CORP4.0K shares6.24%2026-03-312026-04-20

BA BOEING CO3.3K shares0.12%2026-03-312026-04-20

Sponsored

OKE ONEOK INC NEW7.2K shares5.95%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS2.6K shares5.50%2026-03-312026-04-20

T AT&T INC21.0K shares6.73%2026-03-312026-04-20

FHI FEDERATED HERMES INC10.6K shares5.93%2026-03-312026-04-20

USB US BANCORP11.5K shares5.93%2026-03-312026-04-20

CTRE CARETRUST REIT INC16.0K shares3.60%2026-03-312026-04-20

KMI KINDER MORGAN INC DEL17.4K shares6.67%2026-03-312026-04-20

VZ VERIZON COMMUNICATIONS INC11.5K shares6.70%2026-03-312026-04-20

Sponsored

TNL TRAVEL PLUS LEISURE CO8.2K shares4.78%2026-03-312026-04-20

KGS KODIAK GAS SVCS INC9.7K shares18.02%2026-03-312026-04-20

SR SPIRE INC6.2K shares6.24%2026-03-312026-04-20

AEE AMEREN CORP4.9K shares4.09%2026-03-312026-04-20

CSCO CISCO SYS INC6.8K shares0.00%2026-03-312026-04-20

SO SOUTHERN CO5.5K shares6.80%2026-03-312026-04-20

ORI OLD REP INTL CORP13.0K shares7.07%2026-03-312026-04-20

CME CME GROUP INC1.7K shares7.34%2026-03-312026-04-20

Sponsored

AVA AVISTA CORP12.3K shares9.37%2026-03-312026-04-20

O REALTY INCOME CORP7.5K shares9.15%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC3.8K shares0.37%2026-03-312026-04-20

PFE PFIZER INC16.1K shares12.52%2026-03-312026-04-20

PRU PRUDENTIAL FINL INC4.6K shares12.29%2026-03-312026-04-20

BXMT BLACKSTONE MORTGAGE TRUST IN23.2K shares9.39%2026-03-312026-04-20

D DOMINION ENERGY INC7.2K shares8.92%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON1.8K shares0.00%2026-03-312026-04-20

Sponsored

CNA CNA FINL CORP9.5K shares8.23%2026-03-312026-04-20

DFAS DIMENSIONAL ETF TRUST6.1K shares0.00%2026-03-312026-04-20

OMC OMNICOM GROUP INC5.7K shares10.27%2026-03-312026-04-20

ZS ZSCALER INC3.0K shares14.10%2026-03-312026-04-20

UPS UNITED PARCEL SVCS INC4.2K shares7.70%2026-03-312026-04-20

CLX CLOROX CO DEL4.0K shares8.40%2026-03-312026-04-20

DFAT DIMENSIONAL ETF TRUST6.6K shares-7.38%2026-03-312026-04-20

AMT AMERICAN TOWER CORP2.4K shares8.59%2026-03-312026-04-20

Sponsored

MA MASTERCARD INCORPORATED715 shares0.42%2026-03-312026-04-20

MU MICRON TECHNOLOGY INC1.0K shares0.00%2026-03-312026-04-20

TJX TJX COS INC NEW2.1K shares0.00%2026-03-312026-04-20

ALPHABET INC ALPHABET INC1.2K shares-0.17%2026-03-312026-04-20

V VISA INC1.0K shares1.36%2026-03-312026-04-20

DFAC DIMENSIONAL ETF TRUST6.9K shares0.00%2026-03-312026-04-20

VITL VITAL FARMS INC19.0K shares4.24%2026-03-312026-04-20

MNST MONSTER BEVERAGE CORP NEW3.3K shares0.00%2026-03-312026-04-20

Sponsored

PH PARKER-HANNIFIN CORP250 shares-8.09%2026-03-312026-04-20

SPTM SPDR SERIES TRUST2.7K shares0.00%2026-03-312026-04-20

ASML ASML HLDG NV148 sharesnew addition2026-03-312026-04-20

LXU LSB INDS INC13.0K shares0.00%2026-03-312026-04-20

ELV ELEVANCE HEALTH INC FORMERLY571 shares0.00%2026-03-312026-04-20

ECL ECOLAB INC612 sharesnew addition2026-03-312026-04-20

BLACKROCK INC BLACKROCK INC169 sharesnew addition2026-03-312026-04-20

DHR DANAHER CORP DEL791 sharesnew addition2026-03-312026-04-20

Sponsored

VIG VANGUARD SPECIALIZED FUNDS624 sharesnew addition2026-03-312026-04-20

DFIV DIMENSIONAL ETF TRUST2.3K sharesnew addition2026-03-312026-04-20

CNC CENTENE CORP DEL3.7K sharesnew addition2026-03-312026-04-20

CAT CATERPILLAR INC168 sharesnew addition2026-03-312026-04-20

YUM YUM BRANDS INC763 sharesnew addition2026-03-312026-04-20

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY1.5K sharesnew addition2026-03-312026-04-20

COP CONOCOPHILLIPS808 shares-64.20%2026-03-312026-04-20

VFVA VANGUARD WELLINGTON FD775 sharesnew addition2026-03-312026-04-20

Sponsored

QNITY ELECTRONICS INC QNITY ELECTRONICS INC896 sharesnew addition2026-03-312026-04-20

XLE SELECT SECTOR SPDR TR1.6K sharesnew addition2026-03-312026-04-20

BAC BANK AMERICA CORP2.0K sharesnew addition2026-03-312026-04-20

ISHARES GOLD TR ISHARES GOLD TR1.1K sharesnew addition2026-03-312026-04-20

FCX FREEPORT MCMORAN INC1.6K sharesnew addition2026-03-312026-04-20

EL LAUDER ESTEE COS INC1.3K sharesnew addition2026-03-312026-04-20

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC2.0K sharesnew addition2026-03-312026-04-20

META META PLATFORMS INC154 sharesnew addition2026-03-312026-04-20

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL219 sharesnew addition2026-03-312026-04-20

ASTRAZENECA PLC ASTRAZENECA PLC421 sharesnew addition2026-03-312026-04-20

CSX CSX CORP2.0K sharesnew addition2026-03-312026-04-20

DG DOLLAR GEN CORP632 sharesnew addition2026-03-312026-04-20

NEE NEXTERA ENERGY INC800 sharesnew addition2026-03-312026-04-20

VOT VANGUARD INDEX FDS279 sharesnew addition2026-03-312026-04-20

J JACOBS SOLUTIONS INC563 sharesnew addition2026-03-312026-04-20

AQST AQUESTIVE THERAPEUTICS INC16.9K shares0.00%2026-03-312026-04-20

Sponsored

GLDM WORLD GOLD TR756 sharesnew addition2026-03-312026-04-20

EMR EMERSON ELEC CO533 shares-80.19%2026-03-312026-04-20

MGK VANGUARD WORLD FD175 sharesnew addition2026-03-312026-04-20

NKE NIKE INC1.2K sharesnew addition2026-03-312026-04-20

EBAY EBAY INC.688 sharesnew addition2026-03-312026-04-20

NRG NRG ENERGY INC428 sharesnew addition2026-03-312026-04-20

SBUX STARBUCKS CORP686 sharesnew addition2026-03-312026-04-20

HXL HEXCEL CORP NEW750 sharesnew addition2026-03-312026-04-20

Sponsored

RCL ROYAL CARIBBEAN GROUP205 sharesnew addition2026-03-312026-04-20

CRWV COREWEAVE INC728 sharesnew addition2026-03-312026-04-20

QGRO AMERICAN CENTY ETF TR532 sharesnew addition2026-03-312026-04-20

VFMF VANGUARD WELLINGTON FD346 sharesnew addition2026-03-312026-04-20

LDOS LEIDOS HOLDINGS INC343 sharesnew addition2026-03-312026-04-20

ASTS AST SPACEMOBILE INC644 sharesnew addition2026-03-312026-04-20

AL AIR LEASE CORP797 sharesnew addition2026-03-312026-04-20

DVY ISHARES TR340 sharesnew addition2026-03-312026-04-20

Sponsored

ED CONSOLIDATED EDISON INC442 sharesnew addition2026-03-312026-04-20

BP BP PLC1.1K sharesnew addition2026-03-312026-04-20

COLB COLUMBIA BKG SYS INC1.8K sharesnew addition2026-03-312026-04-20

WEC ENERGY GROUP INC WEC ENERGY GROUP INC420 sharesnew addition2026-03-312026-04-20

QCOM QUALCOMM INC377 sharesnew addition2026-03-312026-04-20

SCHG SCHWAB STRATEGIC TR1.7K sharesnew addition2026-03-312026-04-20

SCHF SCHWAB STRATEGIC TR1.9K sharesnew addition2026-03-312026-04-20

VTV VANGUARD INDEX FDS227 sharesnew addition2026-03-312026-04-20

Sponsored

KO COCA COLA CO582 sharesnew addition2026-03-312026-04-20

GLW CORNING INC307 sharesnew addition2026-03-312026-04-20

AMAT APPLIED MATLS INC112 sharesnew addition2026-03-312026-04-20

YUMC YUM CHINA HLDGS INC763 sharesnew addition2026-03-312026-04-20

CNI CANADIAN NATL RY CO362 sharesnew addition2026-03-312026-04-20

RPV INVESCO EXCHANGE TRADED FD T336 sharesnew addition2026-03-312026-04-20

PEP PEPSICO INC228 sharesnew addition2026-03-312026-04-20

IEMG ISHARES INC497 sharesnew addition2026-03-312026-04-20

Sponsored

SDY SPDR SERIES TRUST235 sharesnew addition2026-03-312026-04-20

ORCL ORACLE CORP224 sharesnew addition2026-03-312026-04-20

FIS FIDELITY NATL INFORMATION SV695 sharesnew addition2026-03-312026-04-20

HWKN HAWKINS INC212 sharesnew addition2026-03-312026-04-20

CCL CARNIVAL CORP1.2K sharesnew addition2026-03-312026-04-20

PYPL PAYPAL HLDGS INC688 sharesnew addition2026-03-312026-04-20

DPZ DOMINOS PIZZA INC86 sharesnew addition2026-03-312026-04-20

MMM 3M CO210 sharesnew addition2026-03-312026-04-20

Sponsored

VDC VANGUARD WORLD FD135 sharesnew addition2026-03-312026-04-20

DBMF LITMAN GREGORY FDS TR1.0K sharesnew addition2026-03-312026-04-20

BBDC BARINGS BDC INC3.7K sharesnew addition2026-03-312026-04-20

JPM JPMORGAN CHASE & CO100 sharesnew addition2026-03-312026-04-20

IWD ISHARES TR138 sharesnew addition2026-03-312026-04-20

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC261 sharesnew addition2026-03-312026-04-20

TMO THERMO FISHER SCIENTIFIC INC59 sharesnew addition2026-03-312026-04-20

UNM UNUM GROUP392 sharesnew addition2026-03-312026-04-20

Sponsored

CTA SIMPLIFY EXCHANGE TRADED FUN939 sharesnew addition2026-03-312026-04-20

IWF ISHARES TR66 sharesnew addition2026-03-312026-04-20

PFG PRINCIPAL FINANCIAL GROUP IN307 sharesnew addition2026-03-312026-04-20

DGRO ISHARES TR380 sharesnew addition2026-03-312026-04-20

EBF ENNIS INC1.2K sharesnew addition2026-03-312026-04-20

UMBF UMB FINL CORP231 sharesnew addition2026-03-312026-04-20

MUB ISHARES TR244 sharesnew addition2026-03-312026-04-20

MOAT VANECK ETF TRUST262 sharesnew addition2026-03-312026-04-20

Sponsored

MPC MARATHON PETE CORP100 sharesnew addition2026-03-312026-04-20

GWX SPDR INDEX SHS FDS566 sharesnew addition2026-03-312026-04-20

HDV ISHARES TR175 sharesnew addition2026-03-312026-04-20

AMD ADVANCED MICRO DEVICES INC113 sharesnew addition2026-03-312026-04-20

SNDA SONIDA SENIOR LIVING INC695 sharesnew addition2026-03-312026-04-20

SSNC SS&C TECH HLDGS327 sharesnew addition2026-03-312026-04-20

OSK OSHKOSH CORP150 sharesnew addition2026-03-312026-04-20

FRDM EA SERIES TRUST373 sharesnew addition2026-03-312026-04-20

Sponsored

ETFS GOLD TR ETFS GOLD TR452 sharesnew addition2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T30 sharesnew addition2026-03-312026-04-20

CVX CHEVRON CORPORATION94 sharesnew addition2026-03-312026-04-20

XLK SELECT SECTOR SPDR TR146 sharesnew addition2026-03-312026-04-20

CACI CACI INTL INC35 sharesnew addition2026-03-312026-04-20

RWX SPDR INDEX SHS FDS707 sharesnew addition2026-03-312026-04-20

VNQ VANGUARD INDEX FDS212 sharesnew addition2026-03-312026-04-20

NFG NATIONAL FUEL GAS CO200 sharesnew addition2026-03-312026-04-20

Sponsored

VLTO VERALTO CORP210 sharesnew addition2026-03-312026-04-20

IJH ISHARES TR267 sharesnew addition2026-03-312026-04-20

PM PHILIP MORRIS INTL INC109 sharesnew addition2026-03-312026-04-20

AMTM AMENTUM HOLDINGS INC678 sharesnew addition2026-03-312026-04-20

SCHV SCHWAB STRATEGIC TR576 sharesnew addition2026-03-312026-04-20

AVDE AMERICAN CENTY ETF TR201 sharesnew addition2026-03-312026-04-20

IJR ISHARES TR136 sharesnew addition2026-03-312026-04-20

SCHD SCHWAB STRATEGIC TR549 sharesnew addition2026-03-312026-04-20

Sponsored

GEMI GEMINI SPACE STA INC3.8K sharesnew addition2026-03-312026-04-20

MET METLIFE INC238 sharesnew addition2026-03-312026-04-20

HIG HARTFORD INSURANCE GROUP INC121 sharesnew addition2026-03-312026-04-20

XLI SELECT SECTOR SPDR TR95 sharesnew addition2026-03-312026-04-20

GBTC GRAYSCALE BITCOIN TRUST ETF273 sharesnew addition2026-03-312026-04-20

AVUV AMERICAN CENTY ETF TR130 sharesnew addition2026-03-312026-04-20

ADP AUTOMATIC DATA PROCESSING IN69 sharesnew addition2026-03-312026-04-20

AGG ISHARES TR139 sharesnew addition2026-03-312026-04-20

Sponsored

SCZ ISHARES TR176 sharesnew addition2026-03-312026-04-20

ICLR ICON PLC120 sharesnew addition2026-03-312026-04-20

BCE BCE INC524 sharesnew addition2026-03-312026-04-20

COF CAPITAL ONE FINL CORP70 sharesnew addition2026-03-312026-04-20

AEP AMERICAN ELEC PWR CO INC97 sharesnew addition2026-03-312026-04-20

ACRS ACLARIS THERAPEUTICS INC3.2K sharesnew addition2026-03-312026-04-20

DELL DELL TECHNOLOGIES INC73 sharesnew addition2026-03-312026-04-20

VTWO VANGUARD SCOTTSDALE FDS118 sharesnew addition2026-03-312026-04-20

Sponsored

BMO BANK MONTREAL MEDIUM87 sharesnew addition2026-03-312026-04-20

IWR ISHARES TR121 sharesnew addition2026-03-312026-04-20

VGIT VANGUARD SCOTTSDALE FDS197 sharesnew addition2026-03-312026-04-20

BOOT BOOT BARN HLDGS INC77 sharesnew addition2026-03-312026-04-20

ETR ENTERGY CORP NEW100 sharesnew addition2026-03-312026-04-20

WMT WALMART INC90 sharesnew addition2026-03-312026-04-20

DIS DISNEY WALT CO113 sharesnew addition2026-03-312026-04-20

EZU ISHARES INC171 sharesnew addition2026-03-312026-04-20

Sponsored

ADI ANALOG DEVICES INC33 sharesnew addition2026-03-312026-04-20

VWO VANGUARD INTL EQUITY INDEX F180 sharesnew addition2026-03-312026-04-20

CMCSA COMCAST CORP NEW334 sharesnew addition2026-03-312026-04-20

FLOT ISHARES TR188 sharesnew addition2026-03-312026-04-20

BUSE FIRST BUSEY CORP319 sharesnew addition2026-03-312026-04-20

IWB ISHARES TR22 sharesnew addition2026-03-312026-04-20

KHC KRAFT HEINZ CO333 sharesnew addition2026-03-312026-04-20

TSLA TESLA INC20 sharesnew addition2026-03-312026-04-20

Sponsored

UDR UDR INC216 sharesnew addition2026-03-312026-04-20

MDLZ MONDELEZ INTL INC118 sharesnew addition2026-03-312026-04-20

INTC INTEL CORP150 sharesnew addition2026-03-312026-04-20

MO ALTRIA GROUP INC100 sharesnew addition2026-03-312026-04-20

VXUS VANGUARD STAR FDS85 sharesnew addition2026-03-312026-04-20

XT ISHARES TR95 sharesnew addition2026-03-312026-04-20

LLY ELI LILLY & CO7 sharesnew addition2026-03-312026-04-20

TSM TAIWAN SEMICONDUCTOR MANUFAC19 sharesnew addition2026-03-312026-04-20

Sponsored

IWX ISHARES TR68 sharesnew addition2026-03-312026-04-20

EW EDWARDS LIFESCIENCES CORP78 sharesnew addition2026-03-312026-04-20

CEG CONSTELLATION ENERGY CORP22 sharesnew addition2026-03-312026-04-20

TXN TEXAS INSTRS INC30 sharesnew addition2026-03-312026-04-20

WSO WATSCO INC16 sharesnew addition2026-03-312026-04-20

PG PROCTER & GAMBLE CO38 sharesnew addition2026-03-312026-04-20

KMB KIMBERLY-CLARK CORP56 sharesnew addition2026-03-312026-04-20

QUAL ISHARES TR28 sharesnew addition2026-03-312026-04-20

Sponsored

FLRN SPDR SERIES TRUST172 sharesnew addition2026-03-312026-04-20

ITOT ISHARES TR37 sharesnew addition2026-03-312026-04-20

FANG DIAMONDBACK ENERGY INC26 sharesnew addition2026-03-312026-04-20

SJNK SPDR SERIES TRUST198 sharesnew addition2026-03-312026-04-20

SCI SERVICE CORP INTL60 sharesnew addition2026-03-312026-04-20

OC OWENS CORNING NEW45 sharesnew addition2026-03-312026-04-20

MTUM ISHARES TR20 sharesnew addition2026-03-312026-04-20

SHOP SHOPIFY INC40 sharesnew addition2026-03-312026-04-20

Sponsored

SRLN SSGA ACTIVE ETF TR118 sharesnew addition2026-03-312026-04-20

DFIS DIMENSIONAL ETF TRUST139 sharesnew addition2026-03-312026-04-20

ABT ABBOTT LABORATORIES45 sharesnew addition2026-03-312026-04-20

LINDE PLC LINDE PLC9 sharesnew addition2026-03-312026-04-20

VMBS VANGUARD SCOTTSDALE FDS95 sharesnew addition2026-03-312026-04-20

SMB VANECK ETF TRUST252 sharesnew addition2026-03-312026-04-20

NANR SPDR INDEX SHS FDS47 sharesnew addition2026-03-312026-04-20

FSLR FIRST SOLAR INC20 sharesnew addition2026-03-312026-04-20

Sponsored

MSI MOTOROLA SOLUTIONS INC9 sharesnew addition2026-03-312026-04-20

TGT TARGET CORP32 sharesnew addition2026-03-312026-04-20

CRM SALESFORCE INC20 sharesnew addition2026-03-312026-04-20

ETHE GRAYSCALE ETHEREUM STAKING E205 sharesnew addition2026-03-312026-04-20

COWZ PACER FDS TR55 sharesnew addition2026-03-312026-04-20

MCD MCDONALDS CORP11 sharesnew addition2026-03-312026-04-20

GE AEROSPACE GE AEROSPACE12 sharesnew addition2026-03-312026-04-20

DOW DOW HLDGS INC77 sharesnew addition2026-03-312026-04-20

Sponsored

SCHX SCHWAB STRATEGIC TR118 sharesnew addition2026-03-312026-04-20

IWM ISHARES TR12 sharesnew addition2026-03-312026-04-20

IUSV ISHARES TR29 sharesnew addition2026-03-312026-04-20

SYK STRYKER CORPORATION9 sharesnew addition2026-03-312026-04-20

XMMO INVESCO EXCHANGE TRADED FD T20 sharesnew addition2026-03-312026-04-20

NATWEST GROUP PLC NATWEST GROUP PLC189 sharesnew addition2026-03-312026-04-20

E ENI SPA47 sharesnew addition2026-03-312026-04-20

TOTALENERGIES SE TOTALENERGIES SE29 sharesnew addition2026-03-312026-04-20

Sponsored

BCS BARCLAYS PLC124 sharesnew addition2026-03-312026-04-20

BUD ANHEUSER BUSCH INBEV SA NV37 sharesnew addition2026-03-312026-04-20

BROADCOM INC BROADCOM INC8 sharesnew addition2026-03-312026-04-20

ISRG INTUITIVE SURGICAL INC5 sharesnew addition2026-03-312026-04-20

COIN COINBASE GLOBAL INC13 sharesnew addition2026-03-312026-04-20

UBS UBS GROUP AG56 sharesnew addition2026-03-312026-04-20

APTERA MOTORS CORP APTERA MOTORS CORP807 sharesnew addition2026-03-312026-04-20

NATIONAL GRID PLC NATIONAL GRID PLC24 sharesnew addition2026-03-312026-04-20

Sponsored

IEFA ISHARES TR22 sharesnew addition2026-03-312026-04-20

SAIC SCIENCE APPLICATIONS INTL CO20 sharesnew addition2026-03-312026-04-20

EATON CORP PLC EATON CORP PLC5 sharesnew addition2026-03-312026-04-20

GEV GE VERNOVA INC2 sharesnew addition2026-03-312026-04-20

MFG MIZUHO FINANCIAL GROUP INC215 sharesnew addition2026-03-312026-04-20

SPGI S&P GLOBAL INC4 sharesnew addition2026-03-312026-04-20

BTI BRITISH AMERN TOB PLC29 sharesnew addition2026-03-312026-04-20

DE DEERE & CO3 sharesnew addition2026-03-312026-04-20

Sponsored

TD TORONTO DOMINION BK ONT18 sharesnew addition2026-03-312026-04-20

HDB HDFC BANK LTD66 sharesnew addition2026-03-312026-04-20

CB CHUBB LTD SWITZ5 sharesnew addition2026-03-312026-04-20

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET54 sharesnew addition2026-03-312026-04-20

CAVA CAVA GROUP INC20 sharesnew addition2026-03-312026-04-20

RIO RIO TINTO PLC17 sharesnew addition2026-03-312026-04-20

USIG ISHARES TR30 sharesnew addition2026-03-312026-04-20

APH AMPHENOL CORP12 sharesnew addition2026-03-312026-04-20

Sponsored

AME AMETEK INC7 sharesnew addition2026-03-312026-04-20

KLAC KLA CORP1 sharesnew addition2026-03-312026-04-20

NVS NOVARTIS AG9 sharesnew addition2026-03-312026-04-20

INTU INTUIT3 sharesnew addition2026-03-312026-04-20

TT TRANE TECHNOLOGIES PLC3 sharesnew addition2026-03-312026-04-20

HLN HALEON PLC122 sharesnew addition2026-03-312026-04-20

VODAFONE GROUP PLC VODAFONE GROUP PLC79 sharesnew addition2026-03-312026-04-20

ODFL OLD DOMINION FREIGHT LINE IN6 sharesnew addition2026-03-312026-04-20

Sponsored

SONY SONY GROUP CORP55 sharesnew addition2026-03-312026-04-20

MEDTRONIC PLC MEDTRONIC PLC13 sharesnew addition2026-03-312026-04-20

NOW SERVICENOW INC10 sharesnew addition2026-03-312026-04-20

MMC MARSH & MCLENNAN COS INC6 sharesnew addition2026-03-312026-04-20

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC10 sharesnew addition2026-03-312026-04-20

MAR MARRIOTT INTL INC NEW3 sharesnew addition2026-03-312026-04-20

CBRE CBRE GROUP INC7 sharesnew addition2026-03-312026-04-20

SPTI SPDR SERIES TRUST33 sharesnew addition2026-03-312026-04-20

Sponsored

WBD WARNER BROS DISCOVERY INC34 sharesnew addition2026-03-312026-04-20

EFX EQUIFAX INC5 sharesnew addition2026-03-312026-04-20

BSX BOSTON SCIENTIFIC CORP14 sharesnew addition2026-03-312026-04-20

DOCN DIGITALOCEAN HLDGS INC10 sharesnew addition2026-03-312026-04-20

BBD BANCO BRADESCO S A234 sharesnew addition2026-03-312026-04-20

GS GOLDMAN SACHS GROUP INC1 sharesnew addition2026-03-312026-04-20

TM TOYOTA MOTOR CORP4 sharesnew addition2026-03-312026-04-20

GM GENERAL MTRS CO11 sharesnew addition2026-03-312026-04-20

Sponsored

SNY SANOFI SA16 sharesnew addition2026-03-312026-04-20

VRSK VERISK ANALYTICS INC4 sharesnew addition2026-03-312026-04-20

ENB ENBRIDGE INC14 sharesnew addition2026-03-312026-04-20

SNOW SNOWFLAKE INC5 sharesnew addition2026-03-312026-04-20

RYAAY RYANAIR HOLDINGS PLC13 sharesnew addition2026-03-312026-04-20

BBVA BANCO BILBAO VIZCAYA ARGENTA34 sharesnew addition2026-03-312026-04-20

IR INGERSOLL RAND INC9 sharesnew addition2026-03-312026-04-20

EFA ISHARES TR7 sharesnew addition2026-03-312026-04-20

Sponsored

SCHM SCHWAB STRATEGIC TR21 sharesnew addition2026-03-312026-04-20

DRAFTKINGS INC NEW DRAFTKINGS INC NEW30 sharesnew addition2026-03-312026-04-20

CHTR CHARTER COMMUNICATIONS INC3 sharesnew addition2026-03-312026-04-20

AON PLC AON PLC2 sharesnew addition2026-03-312026-04-20

SHW SHERWIN WILLIAMS CO2 sharesnew addition2026-03-312026-04-20

PCY INVESCO EXCH TRADED FD TR II29 sharesnew addition2026-03-312026-04-20

USHY ISHARES TR16 sharesnew addition2026-03-312026-04-20

QIAGEN NV QIAGEN NV14 sharesnew addition2026-03-312026-04-20

Sponsored

IHG INTERCONTINENTAL HOTELS GROU4 sharesnew addition2026-03-312026-04-20

JAMES HARDIE INDS PLC JAMES HARDIE INDS PLC28 sharesnew addition2026-03-312026-04-20

ING ING GROEP N.V.19 sharesnew addition2026-03-312026-04-20

CAH CARDINAL HEALTH INC2 sharesnew addition2026-03-312026-04-20

BR BROADRIDGE FINL SOLUTIONS IN3 sharesnew addition2026-03-312026-04-20

PANW PALO ALTO NETWORKS INC3 sharesnew addition2026-03-312026-04-20

CRSP CRISPR THERAPEUTICS AG10 sharesnew addition2026-03-312026-04-20

SPTS SPDR SERIES TRUST16 sharesnew addition2026-03-312026-04-20

Sponsored

RIVN RIVIAN AUTOMOTIVE INC30 sharesnew addition2026-03-312026-04-20

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC12 sharesnew addition2026-03-312026-04-20

AJG GALLAGHER ARTHUR J & CO2 sharesnew addition2026-03-312026-04-20

ETH GRAYSCALE ETHEREUM STAKING20 sharesnew addition2026-03-312026-04-20

SAP SAP SE2 sharesnew addition2026-03-312026-04-20

SPTL SPDR SERIES TRUST12 sharesnew addition2026-03-312026-04-20

BHF BRIGHTHOUSE FINL INC5 sharesnew addition2026-03-312026-04-20

EOG EOG RES INC2 sharesnew addition2026-03-312026-04-20

Sponsored

HPE HEWLETT PACKARD ENTERPRISE C12 sharesnew addition2026-03-312026-04-20

RF REGIONS FINANCIAL CORP NEW7 sharesnew addition2026-03-312026-04-20

KOMP SPDR SERIES TRUST3 sharesnew addition2026-03-312026-04-20

KEY KEYCORP8 sharesnew addition2026-03-312026-04-20

WPC WP CAREY INC2 sharesnew addition2026-03-312026-04-20

GEHC GE HEALTHCARE TECHNOLOGIES I2 sharesnew addition2026-03-312026-04-20

UPST UPSTART HLDGS INC5 sharesnew addition2026-03-312026-04-20

OGN ORGANON & CO20 sharesnew addition2026-03-312026-04-20

Sponsored

RIG TRANSOCEAN LTD10 sharesnew addition2026-03-312026-04-20

SNAP SNAP INC4 sharesnew addition2026-03-312026-04-20

WORKHORSE GROUP INC WORKHORSE GROUP INC1 sharesnew addition2026-03-312026-04-20

VYM

VANGUARD WHITEHALL FDS

1.34%

Shares331.4K

Event2026-03-31

Filed2026-04-20

VUG

VANGUARD INDEX FDS

2.23%

Shares108.1K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

1.74%

Shares73.9K

Event2026-03-31

Filed2026-04-20

PULS

PGIM ETF TR

5.36%

Shares503.9K

Event2026-03-31

Filed2026-04-20

JPST

J P MORGAN EXCHANGE TRADED F

4.44%

Shares481.5K

Event2026-03-31

Filed2026-04-20

SCHO

SCHWAB STRATEGIC TR

7.02%

Shares962.9K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

1.34%

Shares82.7K

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

1.04%

Shares291.3K

Event2026-03-31

Filed2026-04-20

JPLD

J P MORGAN EXCHANGE TRADED F

11.48%

Shares339.1K

Event2026-03-31

Filed2026-04-20

NEAR

ISHARES U S ETF TR

14.74%

Shares337.5K

Event2026-03-31

Filed2026-04-20

JMST

J P MORGAN EXCHANGE TRADED F

-0.41%

Shares236.6K

Event2026-03-31

Filed2026-04-20

IEI

ISHARES TR

11.35%

Shares93.2K

Event2026-03-31

Filed2026-04-20

SMMU

PIMCO ETF TR

11.44%

Shares79.6K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

-2.54%

Shares15.2K

Event2026-03-31

Filed2026-04-20

SUB

ISHARES TR

-1.59%

Shares35.9K

Event2026-03-31

Filed2026-04-20

VLO

VALERO ENERGY CORP

4.34%

Shares14.7K

Event2026-03-31

Filed2026-04-20

SPYG

SPDR SERIES TRUST

1.89%

Shares36.8K

Event2026-03-31

Filed2026-04-20

SPYM

SPDR SERIES TRUST

2.02%

Shares46.9K

Event2026-03-31

Filed2026-04-20

SPYV

SPDR SERIES TRUST

1.82%

Shares62.4K

Event2026-03-31

Filed2026-04-20

LAM RESEARCH CORP

-0.31%

Shares15.5K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR

1.07%

Shares4.5K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

3.20%

Shares15.4K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

2.78%

Shares9.0K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

3.06%

Shares12.4K

Event2026-03-31

Filed2026-04-20

ABBV

ABBVIE INC

2.36%

Shares11.7K

Event2026-03-31

Filed2026-04-20

FDX

FEDEX CORP

3.07%

Shares6.7K

Event2026-03-31

Filed2026-04-20

LMT

LOCKHEED MARTIN CORP

2.19%

Shares3.6K

Event2026-03-31

Filed2026-04-20

NET

CLOUDFLARE INC

5.94%

Shares10.1K

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHOLESALE CORPORATION

5.99%

Shares2.1K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

6.58%

Shares5.5K

Event2026-03-31

Filed2026-04-20

WASTE MGMT INC DEL

-11.61%

Shares8.5K

Event2026-03-31

Filed2026-04-20

VRTX

VERTEX PHARMACEUTICALS INC

5.73%

Shares4.2K

Event2026-03-31

Filed2026-04-20

ARCC

ARES CAPITAL CORP

9.90%

Shares101.7K

Event2026-03-31

Filed2026-04-20

JMUB

J P MORGAN EXCHANGE TRADED F

-4.14%

Shares36.0K

Event2026-03-31

Filed2026-04-20

BKNG

BOOKING HOLDINGS INC

5.21%

Shares424

Event2026-03-31

Filed2026-04-20

SCHW

SCHWAB CHARLES CORP

6.11%

Shares18.7K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

6.66%

Shares3.6K

Event2026-03-31

Filed2026-04-20

HOME DEPOT INC

7.13%

Shares5.1K

Event2026-03-31

Filed2026-04-20

ICE

INTERCONTINENTAL EXCHANGE IN

7.08%

Shares10.7K

Event2026-03-31

Filed2026-04-20

SPSM

SPDR SERIES TRUST

1.51%

Shares33.5K

Event2026-03-31

Filed2026-04-20

URI

UNITED RENTALS INC

6.42%

Shares2.2K

Event2026-03-31

Filed2026-04-20

TMUS

T-MOBILE US INC

9.04%

Shares7.7K

Event2026-03-31

Filed2026-04-20

COOPER COS INC

6.64%

Shares22.5K

Event2026-03-31

Filed2026-04-20

THE CIGNA GROUP

7.72%

Shares5.8K

Event2026-03-31

Filed2026-04-20

PGR

PROGRESSIVE CORP

8.66%

Shares7.5K

Event2026-03-31

Filed2026-04-20

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares20.8K

Event2026-03-31

Filed2026-04-20

SPDW

SPDR INDEX SHS FDS

0.00%

Shares31.5K

Event2026-03-31

Filed2026-04-20

JEF

JEFFERIES FINANCIAL GROUP IN

20.95%

Shares32.4K

Event2026-03-31

Filed2026-04-20

UNH

UNITEDHEALTH GROUP INC

1.92%

Shares4.9K

Event2026-03-31

Filed2026-04-20

BLACKSTONE INC

20.48%

Shares11.0K

Event2026-03-31

Filed2026-04-20

UTHR

UNITED THERAPEUTICS CORP DEL

3.78%

Shares2.1K

Event2026-03-31

Filed2026-04-20

ADBE

ADOBE INC

11.36%

Shares5.0K

Event2026-03-31

Filed2026-04-20

FCFS

FIRSTCASH HOLDINGS INC

3.83%

Shares5.8K

Event2026-03-31

Filed2026-04-20

IBKR

INTERACTIVE BROKERS GROUP IN

3.02%

Shares16.1K

Event2026-03-31

Filed2026-04-20

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares21.4K

Event2026-03-31

Filed2026-04-20

LUV

SOUTHWEST AIRLS CO

3.52%

Shares24.2K

Event2026-03-31

Filed2026-04-20

BMY

BRISTOL-MYERS SQUIBB CO

4.14%

Shares13.7K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

1.77%

Shares2.7K

Event2026-03-31

Filed2026-04-20

NU HLDGS LTD

6.35%

Shares53.5K

Event2026-03-31

Filed2026-04-20

PSTG

EVERPURE INC

6.82%

Shares12.1K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

New

Shares2.4K

Event2026-03-31

Filed2026-04-20

RKT

ROCKET COS INC

6.94%

Shares50.1K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

6.24%

Shares4.0K

Event2026-03-31

Filed2026-04-20

BOEING CO

0.12%

Shares3.3K

Event2026-03-31

Filed2026-04-20

OKE

ONEOK INC NEW

5.95%

Shares7.2K

Event2026-03-31

Filed2026-04-20

IBM

INTERNATIONAL BUSINESS MACHS

5.50%

Shares2.6K

Event2026-03-31

Filed2026-04-20

AT&T INC

6.73%

Shares21.0K

Event2026-03-31

Filed2026-04-20

FHI

FEDERATED HERMES INC

5.93%

Shares10.6K

Event2026-03-31

Filed2026-04-20

USB

US BANCORP

5.93%

Shares11.5K

Event2026-03-31

Filed2026-04-20

CTRE

CARETRUST REIT INC

3.60%

Shares16.0K

Event2026-03-31

Filed2026-04-20

KMI

KINDER MORGAN INC DEL

6.67%

Shares17.4K

Event2026-03-31

Filed2026-04-20

VERIZON COMMUNICATIONS INC

6.70%

Shares11.5K

Event2026-03-31

Filed2026-04-20

TNL

TRAVEL PLUS LEISURE CO

4.78%

Shares8.2K

Event2026-03-31

Filed2026-04-20

KGS

KODIAK GAS SVCS INC

18.02%

Shares9.7K

Event2026-03-31

Filed2026-04-20

SPIRE INC

6.24%

Shares6.2K

Event2026-03-31

Filed2026-04-20

AEE

AMEREN CORP

4.09%

Shares4.9K

Event2026-03-31

Filed2026-04-20

CSCO

CISCO SYS INC

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-20

SOUTHERN CO

6.80%

Shares5.5K

Event2026-03-31

Filed2026-04-20

ORI

OLD REP INTL CORP

7.07%

Shares13.0K

Event2026-03-31

Filed2026-04-20

CME

CME GROUP INC

7.34%

Shares1.7K

Event2026-03-31

Filed2026-04-20

AVA

AVISTA CORP

9.37%

Shares12.3K

Event2026-03-31

Filed2026-04-20

REALTY INCOME CORP

9.15%

Shares7.5K

Event2026-03-31

Filed2026-04-20

MERCK & CO INC

0.37%

Shares3.8K

Event2026-03-31

Filed2026-04-20

PFE

PFIZER INC

12.52%

Shares16.1K

Event2026-03-31

Filed2026-04-20

PRU

PRUDENTIAL FINL INC

12.29%

Shares4.6K

Event2026-03-31

Filed2026-04-20

BXMT

BLACKSTONE MORTGAGE TRUST IN

9.39%

Shares23.2K

Event2026-03-31

Filed2026-04-20

DOMINION ENERGY INC

8.92%

Shares7.2K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-20

CNA

CNA FINL CORP

8.23%

Shares9.5K

Event2026-03-31

Filed2026-04-20

DFAS

DIMENSIONAL ETF TRUST

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-20

OMC

OMNICOM GROUP INC

10.27%

Shares5.7K

Event2026-03-31

Filed2026-04-20

ZSCALER INC

14.10%

Shares3.0K

Event2026-03-31

Filed2026-04-20

UPS

UNITED PARCEL SVCS INC

7.70%

Shares4.2K

Event2026-03-31

Filed2026-04-20

CLX

CLOROX CO DEL

8.40%

Shares4.0K

Event2026-03-31

Filed2026-04-20

DFAT

DIMENSIONAL ETF TRUST

-7.38%

Shares6.6K

Event2026-03-31

Filed2026-04-20

AMT

AMERICAN TOWER CORP

8.59%

Shares2.4K

Event2026-03-31

Filed2026-04-20

MASTERCARD INCORPORATED

0.42%

Shares715

Event2026-03-31

Filed2026-04-20

MICRON TECHNOLOGY INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-20

TJX

TJX COS INC NEW

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-0.17%

Shares1.2K

Event2026-03-31

Filed2026-04-20

VISA INC

1.36%

Shares1.0K

Event2026-03-31

Filed2026-04-20

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-20

VITL

VITAL FARMS INC

4.24%

Shares19.0K

Event2026-03-31

Filed2026-04-20

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-20

PARKER-HANNIFIN CORP

-8.09%

Shares250

Event2026-03-31

Filed2026-04-20

SPTM

SPDR SERIES TRUST

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-20

ASML

ASML HLDG NV

New

Shares148

Event2026-03-31

Filed2026-04-20

LXU

LSB INDS INC

0.00%

Shares13.0K

Event2026-03-31

Filed2026-04-20

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares571

Event2026-03-31

Filed2026-04-20

ECL

ECOLAB INC

New

Shares612

Event2026-03-31

Filed2026-04-20

BLACKROCK INC

New

Shares169

Event2026-03-31

Filed2026-04-20

DHR

DANAHER CORP DEL

New

Shares791

Event2026-03-31

Filed2026-04-20

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares624

Event2026-03-31

Filed2026-04-20

DFIV

DIMENSIONAL ETF TRUST

New

Shares2.3K

Event2026-03-31

Filed2026-04-20

CNC

CENTENE CORP DEL

New

Shares3.7K

Event2026-03-31

Filed2026-04-20

CAT

CATERPILLAR INC

New

Shares168

Event2026-03-31

Filed2026-04-20

YUM

YUM BRANDS INC

New

Shares763

Event2026-03-31

Filed2026-04-20

CANADIAN PACIFIC KANSAS CITY

New

Shares1.5K

Event2026-03-31

Filed2026-04-20

COP

CONOCOPHILLIPS

-64.20%

Shares808

Event2026-03-31

Filed2026-04-20

VFVA

VANGUARD WELLINGTON FD

New

Shares775

Event2026-03-31

Filed2026-04-20

QNITY ELECTRONICS INC

New

Shares896

Event2026-03-31

Filed2026-04-20

XLE

SELECT SECTOR SPDR TR

New

Shares1.6K

Event2026-03-31

Filed2026-04-20

BAC

BANK AMERICA CORP

New

Shares2.0K

Event2026-03-31

Filed2026-04-20

ISHARES GOLD TR

New

Shares1.1K

Event2026-03-31

Filed2026-04-20

FCX

FREEPORT MCMORAN INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-20

LAUDER ESTEE COS INC

New

Shares1.3K

Event2026-03-31

Filed2026-04-20

DUPONT DE NEMOURS INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-20