Sponsored

The Analysis of MeadowBrook Investment Advisors LLC's Holdings & P&L

Currently, MeadowBrook Investment Advisors LLC holds 186 types of securities in its portfolio with a total value $113.0M. In the most recent quarter, they have increased their positions in SCHA (+62.2K shares, valued at $1.8M), SCHM (+19.4K shares, valued at $599.2K), NFLX (+4.8K shares, valued at $462.5K); decreased their positions in OMC (-5.0K shares, valued at $373.0K), XBI (-2.2K shares, valued at $275.9K), O (-2.3K shares, valued at $140.7K); initiated new positions in NFLX (+4.8K shares, valued at $462.5K), AVUS (+3.5K shares, valued at $392.5K), FITB (+7.5K shares, valued at $348.0K).

1M P&L

+3.3M+3.03%

3M P&L

+1.9M+1.75%

HY P&L

+6.4M+6.03%

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/A32.8M

31.6%

2Banks - Diversified6.9M

6.7%

3Consumer Electronics6.3M

6.1%

Top Industries by Stock Count

1N/A59 stocks

33.7%

2Drug Manufacturers - General6 stocks

3.4%

3Specialty Industrial Machinery6 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEU Vanguard Intl Eqty I84.0K shares1.42%2026-03-312026-04-22

AAPL Apple Computer Inc24.8K shares-0.14%2026-03-312026-04-22

JPM J P Morgan Chase17.1K shares0.25%2026-03-312026-04-22

FDN First Tr Dj Internet20.2K shares-0.46%2026-03-312026-04-22

NVDA Nvidia Corp26.6K shares0.49%2026-03-312026-04-22

MSFT Microsoft Corp11.3K shares2.38%2026-03-312026-04-22

SCHX Schwab US Large Cap161.3K shares2.39%2026-03-312026-04-22

COST Costco Whsl Corp New3.4K shares-2.24%2026-03-312026-04-22

Sponsored

MA Mastercard Inc5.0K shares0.80%2026-03-312026-04-22

SCHA Schwab US Small Cap78.5K shares380.31%2026-03-312026-04-22

Alphabet Inc. Class Alphabet Inc. Class6.4K shares1.76%2026-03-312026-04-22

Linde Plc Linde Plc3.5K shares-2.07%2026-03-312026-04-22

AXP American Express Com5.2K shares3.51%2026-03-312026-04-22

DOV Dover Corporation7.5K shares-0.33%2026-03-312026-04-22

SYK Stryker Corp4.6K shares-0.02%2026-03-312026-04-22

AMZN Amazon Com Inc7.3K shares3.46%2026-03-312026-04-22

Sponsored

TMO Thermo Fisher Scient3.0K shares3.08%2026-03-312026-04-22

Marvell Technology I Marvell Technology I14.6K shares1.99%2026-03-312026-04-22

XBI SPDR Biotech11.2K shares-16.16%2026-03-312026-04-22

ADP Automatic Data Proce7.0K shares2.05%2026-03-312026-04-22

CVX Chevron Corp6.2K shares-0.80%2026-03-312026-04-22

BA Boeing Co6.3K shares-1.41%2026-03-312026-04-22

Blackrock Blackrock1.3K shares4.30%2026-03-312026-04-22

Broadcom LTD Broadcom LTD4.0K shares3.91%2026-03-312026-04-22

Sponsored

UNH Unitedhealth Group I4.4K shares9.03%2026-03-312026-04-22

BAC-PL Bank of Amer 7.25 C915 shares8.54%2026-03-312026-04-22

HD Home Depot Inc3.1K shares1.95%2026-03-312026-04-22

SCHM Sch US Mid-Cap Etf33.3K shares139.29%2026-03-312026-04-22

LHX L3Harris Technologie3.0K shares-3.41%2026-03-312026-04-22

WFC Wells Fargo & Co New12.7K shares2.33%2026-03-312026-04-22

CSCO Cisco Systems Inc12.9K shares-6.14%2026-03-312026-04-22

WFC-PL Wells Fargo Conv Pfd853 shares8.52%2026-03-312026-04-22

Sponsored

Eaton Corporation Eaton Corporation2.6K shares0.19%2026-03-312026-04-22

PEP Pepsico Incorporated5.8K shares-0.09%2026-03-312026-04-22

IVV Ishares Core S&P 5001.4K shares0.00%2026-03-312026-04-22

JNJ Johnson & Johnson3.6K shares-0.83%2026-03-312026-04-22

XOM Exxon Mobil Corporat5.0K shares-6.41%2026-03-312026-04-22

BAC Bank Of America Corp17.3K shares-3.03%2026-03-312026-04-22

DIS Disney Walt Hldg Co8.7K shares3.58%2026-03-312026-04-22

SBUX Starbucks Corp9.3K shares3.32%2026-03-312026-04-22

Sponsored

NKE Nike Inc Class B14.9K shares20.37%2026-03-312026-04-22

KMB Kimberly-Clark Corp7.8K shares0.75%2026-03-312026-04-22

VEA Vanguard Europe Pac11.6K shares-1.44%2026-03-312026-04-22

CVS CVS Health Corp10.1K shares0.50%2026-03-312026-04-22

VZ Verizon Communicatio13.7K shares-1.99%2026-03-312026-04-22

GLD Spdr Gold TRUST1.6K shares0.00%2026-03-312026-04-22

SPY S P D R TRUST Unit S1.0K shares-13.81%2026-03-312026-04-22

PSEP Innovator US Eqy Pow15.1K shares0.00%2026-03-312026-04-22

Sponsored

ITW Illinois Tool Works2.4K shares-9.57%2026-03-312026-04-22

UBER Uber Technologies In8.5K shares5.13%2026-03-312026-04-22

MCHP Microchip Technology9.4K shares1.61%2026-03-312026-04-22

LLY Eli Lilly & Co607 shares4.84%2026-03-312026-04-22

EWBC East West Bancorp5.1K shares5.28%2026-03-312026-04-22

VWO Vanguard Emerging Ma9.9K shares-0.50%2026-03-312026-04-22

SCHF Schw Intl Eq Etf21.0K shares0.72%2026-03-312026-04-22

SXI Standex Internationa1.9K shares-19.21%2026-03-312026-04-22

Sponsored

PFE Pfizer Incorporated16.7K shares-8.07%2026-03-312026-04-22

NFLX Netflix Inc4.8K sharesnew addition2026-03-312026-04-22

BWA Borg Warner8.1K shares-1.22%2026-03-312026-04-22

CSL Carlisle Companies I1.3K shares0.00%2026-03-312026-04-22

WAT Waters Corp1.4K shares-0.64%2026-03-312026-04-22

PGX Invesco Preferred ET37.8K shares-1.17%2026-03-312026-04-22

Merck & Co Inc Merck & Co Inc3.4K shares11.46%2026-03-312026-04-22

BIV Vanguard Bond Index5.0K shares0.00%2026-03-312026-04-22

Sponsored

TSCO Tractor Supply Compa8.7K shares-8.88%2026-03-312026-04-22

AVUS Avantis US Equity Et3.5K sharesnew addition2026-03-312026-04-22

PANW Palo Alto Networks2.4K shares2.99%2026-03-312026-04-22

DY Dycom Industries Inc1.1K shares-3.76%2026-03-312026-04-22

CWB Spdr Barclays Conver4.1K shares0.00%2026-03-312026-04-22

UPS United Parcel Servic3.8K shares0.79%2026-03-312026-04-22

DTE D T E Energy Company2.5K shares3.64%2026-03-312026-04-22

GS Goldman Sachs424 shares41.33%2026-03-312026-04-22

Sponsored

WTFC Wintrust Financial C2.5K shares3.04%2026-03-312026-04-22

SYY Sysco Corporation4.9K shares0.00%2026-03-312026-04-22

FITB Fifth Third Bank7.5K sharesnew addition2026-03-312026-04-22

APAM Artisan Part Asset M9.2K shares6.97%2026-03-312026-04-22

SCHD Sch US Div Equity Et10.2K shares3.30%2026-03-312026-04-22

STWD Starwood Ppty TRUST17.6K shares6.07%2026-03-312026-04-22

FANG Diamondback Energy I1.5K shares-2.88%2026-03-312026-04-22

IBM IBM Corporation1.2K shares12.05%2026-03-312026-04-22

Sponsored

CW Curtiss Wright Corp434 shares-31.76%2026-03-312026-04-22

STLD Steel Dynamics1.6K shares-10.00%2026-03-312026-04-22

KMI Kinder Morgan8.4K shares-2.34%2026-03-312026-04-22

SNPS Synopsys Inc694 shares1.02%2026-03-312026-04-22

LDOS Leidos Holdings Inc1.7K shares-1.14%2026-03-312026-04-22

O Realty Income Corp4.4K shares-34.48%2026-03-312026-04-22

NSC Norfolk Southern Cor925 shares0.00%2026-03-312026-04-22

KO Coca Cola Company3.5K shares0.00%2026-03-312026-04-22

Sponsored

PLNT Planet Fitness Inc3.4K shares25.64%2026-03-312026-04-22

HQY HealthEquity Inc3.0K shares-0.98%2026-03-312026-04-22

MLI Mueller Industries2.2K shares0.00%2026-03-312026-04-22

VUG Vanguard Growth Etf540 shares0.00%2026-03-312026-04-22

ABT Abbott Laboratories2.3K shares0.00%2026-03-312026-04-22

DKS Dick's Sporting Good1.1K shares44.52%2026-03-312026-04-22

Duke Energy Corporat Duke Energy Corporat1.6K shares11.28%2026-03-312026-04-22

RMBS Rambus Inc.2.4K shares9.49%2026-03-312026-04-22

Sponsored

DOC HealthPeak Properties12.3K shares0.00%2026-03-312026-04-22

BALL Ball Corporation3.3K sharesnew addition2026-03-312026-04-22

QUAL Ishares Msci Usa Qlt1.0K shares0.00%2026-03-312026-04-22

HSIC Schein Henry Inc2.6K shares0.00%2026-03-312026-04-22

META Meta Platforms Inc334 shares26.52%2026-03-312026-04-22

NDSN Nordson Corp703 shares-30.60%2026-03-312026-04-22

CAG Conagra Incorporated11.9K shares12.99%2026-03-312026-04-22

EFV Ishares Msci Eafe Va2.5K shares0.00%2026-03-312026-04-22

Sponsored

VTV Vanguard Value Etf921 shares0.00%2026-03-312026-04-22

WHR Whirlpool Corp3.3K shares244.27%2026-03-312026-04-22

PR Permian Res Corp8.3K sharesnew addition2026-03-312026-04-22

SILA Sila Rlty Tr Inc7.4K shares0.00%2026-03-312026-04-22

BCD Alerian MLP Index ETN5.0K shares-38.38%2026-03-312026-04-22

TILE Interface Inc6.9K shares-33.59%2026-03-312026-04-22

MMM Minnesota Mining & M1.2K shares0.00%2026-03-312026-04-22

OEF Ishares Tr S&P 100 I522 shares0.00%2026-03-312026-04-22

Sponsored

TOST Toast Inc6.1K shares0.17%2026-03-312026-04-22

BJ BJ's Wholesale Club1.6K shares-27.29%2026-03-312026-04-22

Alphabet Incorporate Alphabet Incorporate540 shares-3.57%2026-03-312026-04-22

OPCH Option Care Health5.7K shares0.00%2026-03-312026-04-22

CL Colgate-Palmolive Co1.8K shares0.00%2026-03-312026-04-22

IUSB Ishares Total Usd Bo3.3K shares0.00%2026-03-312026-04-22

ONON On Hldg Ag4.4K shares-2.64%2026-03-312026-04-22

UHS Universal Health Ser840 shares0.60%2026-03-312026-04-22

Sponsored

XYLD Global X S&P 500 Cov3.8K shares0.00%2026-03-312026-04-22

SCHV Schw US Lcap Val Etf4.9K shares-2.00%2026-03-312026-04-22

XLSR Spdr Ssga U S Sector2.5K shares0.00%2026-03-312026-04-22

AVDE Avantis Internationa1.7K shares0.00%2026-03-312026-04-22

KAI Kadant Inc488 shares-27.16%2026-03-312026-04-22

BSV Vanguard Bond Index1.8K shares0.00%2026-03-312026-04-22

OMC Omnicom Group Inc1.8K shares-72.84%2026-03-312026-04-22

MMSI Merit Med Sys Inc2.0K shares-31.08%2026-03-312026-04-22

Sponsored

INTC Intel Corp3.0K shares-7.58%2026-03-312026-04-22

CHD Church & Dwight Co I1.4K shares-1.37%2026-03-312026-04-22

ALL Allstate Corporation648 shares0.00%2026-03-312026-04-22

SLB Schlumberger Ltd2.6K shares-2.48%2026-03-312026-04-22

T A T & T Corp4.5K shares0.00%2026-03-312026-04-22

GPN Global Payments1.9K shares-42.87%2026-03-312026-04-22

Hubbell Inc Hubbell Inc257 sharesnew addition2026-03-312026-04-22

EWG Ishares Msci Grmny I3.0K shares5.19%2026-03-312026-04-22

Sponsored

PFFD Global X US Preferre6.5K shares-16.11%2026-03-312026-04-22

RRX Regal Rexnord Corp.633 shares-37.33%2026-03-312026-04-22

PFXF VanEck Pref Sec6.7K shares0.00%2026-03-312026-04-22

FAF First American Finan1.9K sharesnew addition2026-03-312026-04-22

CMS C M S Energy Corp1.5K shares0.00%2026-03-312026-04-22

WELL Welltower Inc574 shares0.00%2026-03-312026-04-22

HASI Hannon Armstrong Sus3.0K shares-53.19%2026-03-312026-04-22

NVS Novartis Ag New Ord700 shares0.00%2026-03-312026-04-22

Sponsored

ESGU Ishares Esg Aware Ms746 shares0.00%2026-03-312026-04-22

VPL Vanguard Pacific1.1K shares0.00%2026-03-312026-04-22

SPDW Spdr Portfolio Dvlpd2.3K shares0.00%2026-03-312026-04-22

DAUG Ft Vest US Equity De2.3K shares0.00%2026-03-312026-04-22

SPEM Spdr Index Shares Em2.1K shares0.00%2026-03-312026-04-22

EFG Ishares Msci Eafe Gr891 shares0.00%2026-03-312026-04-22

TM Toyota Mtr Co Ltd Or4.8K shares0.00%2026-03-312026-04-22

MS Morgan Stanley575 shares0.00%2026-03-312026-04-22

Sponsored

F Ford Motor Company8.0K shares0.00%2026-03-312026-04-22

HYG Ishares TRUST1.1K shares0.00%2026-03-312026-04-22

SIMO Silicon Motion Techn785 shares1.95%2026-03-312026-04-22

SCHE Schw Emg Mkt Eq Etf2.7K shares-6.18%2026-03-312026-04-22

XLF SPDR Financial Selec1.8K shares0.00%2026-03-312026-04-22

GRMN Garmin Ltd New370 shares-13.95%2026-03-312026-04-22

VLO Valero Energy Corp344 shares0.00%2026-03-312026-04-22

IYW Ishares US Technolog465 shares0.00%2026-03-312026-04-22

Sponsored

VOE Vanguard Mid Cap Val455 shares0.00%2026-03-312026-04-22

LMT Lockheed Martin Corp125 shares0.00%2026-03-312026-04-22

VXF Vanguard Extended Mk365 shares0.00%2026-03-312026-04-22

IEMG Ishares Core Msci1.0K shares0.00%2026-03-312026-04-22

BKLN Invesco Senior Loan3.4K shares0.00%2026-03-312026-04-22

AVEM Avantis Emerging Mar838 shares0.00%2026-03-312026-04-22

IHDG Wisdomtree TRUST Etf1.4K shares0.00%2026-03-312026-04-22

AGNC Agnc Investm2.7K shares1.32%2026-03-312026-04-22

Sponsored

IXUS Ishares Core Msci To725 shares0.00%2026-03-312026-04-22

ECL Ecolab230 shares0.00%2026-03-312026-04-22

GILD Gilead Sciences Inc435 shares0.00%2026-03-312026-04-22

AVUV Avantis US Small Cap540 sharesnew addition2026-03-312026-04-22

EHC Encompass Health Cor611 shares0.00%2026-03-312026-04-22

FDUS Fidus Investment Cor3.4K shares8.58%2026-03-312026-04-22

IWM Ishares Russell 2000234 shares0.00%2026-03-312026-04-22

MIY Muniyield Mich Insd4.7K sharesnew addition2026-03-312026-04-22

Sponsored

D Dominion Res Inc Va900 shares0.00%2026-03-312026-04-22

SPSM Spdr Portfolio S&P 61.1K shares0.00%2026-03-312026-04-22

RYLD Global X Russll 20003.7K shares8.83%2026-03-312026-04-22

AFL Aflac Inc500 shares0.00%2026-03-312026-04-22

ABBV Abbvie Inc250 shares0.00%2026-03-312026-04-22

Berkshire Hathaway C Berkshire Hathaway C111 shares0.00%2026-03-312026-04-22

AVK Advent Claymore Conv4.7K sharesnew addition2026-03-312026-04-22

SCZ Ishares Msci Eafe Sm663 shares0.00%2026-03-312026-04-22

Sponsored

COP Conocophillips387 sharesnew addition2026-03-312026-04-22

COF Capital One Financia277 shares0.00%2026-03-312026-04-22

VEU

Vanguard Intl Eqty I

1.42%

Shares84.0K

Event2026-03-31

Filed2026-04-22

AAPL

Apple Computer Inc

-0.14%

Shares24.8K

Event2026-03-31

Filed2026-04-22

JPM

J P Morgan Chase

0.25%

Shares17.1K

Event2026-03-31

Filed2026-04-22

FDN

First Tr Dj Internet

-0.46%

Shares20.2K

Event2026-03-31

Filed2026-04-22

NVDA

Nvidia Corp

0.49%

Shares26.6K

Event2026-03-31

Filed2026-04-22

MSFT

Microsoft Corp

2.38%

Shares11.3K

Event2026-03-31

Filed2026-04-22

SCHX

Schwab US Large Cap

2.39%

Shares161.3K

Event2026-03-31

Filed2026-04-22

COST

Costco Whsl Corp New

-2.24%

Shares3.4K

Event2026-03-31

Filed2026-04-22

Mastercard Inc

0.80%

Shares5.0K

Event2026-03-31

Filed2026-04-22

SCHA

Schwab US Small Cap

380.31%

Shares78.5K

Event2026-03-31

Filed2026-04-22

Alphabet Inc. Class

1.76%

Shares6.4K

Event2026-03-31

Filed2026-04-22

Linde Plc

-2.07%

Shares3.5K

Event2026-03-31

Filed2026-04-22

AXP

American Express Com

3.51%

Shares5.2K

Event2026-03-31

Filed2026-04-22

DOV

Dover Corporation

-0.33%

Shares7.5K

Event2026-03-31

Filed2026-04-22

SYK

Stryker Corp

-0.02%

Shares4.6K

Event2026-03-31

Filed2026-04-22

AMZN

Amazon Com Inc

3.46%

Shares7.3K

Event2026-03-31

Filed2026-04-22

TMO

Thermo Fisher Scient

3.08%

Shares3.0K

Event2026-03-31

Filed2026-04-22

Marvell Technology I

1.99%

Shares14.6K

Event2026-03-31

Filed2026-04-22

XBI

SPDR Biotech

-16.16%

Shares11.2K

Event2026-03-31

Filed2026-04-22

ADP

Automatic Data Proce

2.05%

Shares7.0K

Event2026-03-31

Filed2026-04-22

CVX

Chevron Corp

-0.80%

Shares6.2K

Event2026-03-31

Filed2026-04-22

Boeing Co

-1.41%

Shares6.3K

Event2026-03-31

Filed2026-04-22

Blackrock

4.30%

Shares1.3K

Event2026-03-31

Filed2026-04-22

Broadcom LTD

3.91%

Shares4.0K

Event2026-03-31

Filed2026-04-22

UNH

Unitedhealth Group I

9.03%

Shares4.4K

Event2026-03-31

Filed2026-04-22

BAC-PL

Bank of Amer 7.25 C

8.54%

Shares915

Event2026-03-31

Filed2026-04-22

Home Depot Inc

1.95%

Shares3.1K

Event2026-03-31

Filed2026-04-22

SCHM

Sch US Mid-Cap Etf

139.29%

Shares33.3K

Event2026-03-31

Filed2026-04-22

LHX

L3Harris Technologie

-3.41%

Shares3.0K

Event2026-03-31

Filed2026-04-22

WFC

Wells Fargo & Co New

2.33%

Shares12.7K

Event2026-03-31

Filed2026-04-22

CSCO

Cisco Systems Inc

-6.14%

Shares12.9K

Event2026-03-31

Filed2026-04-22

WFC-PL

Wells Fargo Conv Pfd

8.52%

Shares853

Event2026-03-31

Filed2026-04-22

Eaton Corporation

0.19%

Shares2.6K

Event2026-03-31

Filed2026-04-22

PEP

Pepsico Incorporated

-0.09%

Shares5.8K

Event2026-03-31

Filed2026-04-22

IVV

Ishares Core S&P 500

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-22

JNJ

Johnson & Johnson

-0.83%

Shares3.6K

Event2026-03-31

Filed2026-04-22

XOM

Exxon Mobil Corporat

-6.41%

Shares5.0K

Event2026-03-31

Filed2026-04-22

BAC

Bank Of America Corp

-3.03%

Shares17.3K

Event2026-03-31

Filed2026-04-22

DIS

Disney Walt Hldg Co

3.58%

Shares8.7K

Event2026-03-31

Filed2026-04-22

SBUX

Starbucks Corp

3.32%

Shares9.3K

Event2026-03-31

Filed2026-04-22

NKE

Nike Inc Class B

20.37%

Shares14.9K

Event2026-03-31

Filed2026-04-22

KMB

Kimberly-Clark Corp

0.75%

Shares7.8K

Event2026-03-31

Filed2026-04-22

VEA

Vanguard Europe Pac

-1.44%

Shares11.6K

Event2026-03-31

Filed2026-04-22

CVS

CVS Health Corp

0.50%

Shares10.1K

Event2026-03-31

Filed2026-04-22

Verizon Communicatio

-1.99%

Shares13.7K

Event2026-03-31

Filed2026-04-22

GLD

Spdr Gold TRUST

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-22

SPY

S P D R TRUST Unit S

-13.81%

Shares1.0K

Event2026-03-31

Filed2026-04-22

PSEP

Innovator US Eqy Pow

0.00%

Shares15.1K

Event2026-03-31

Filed2026-04-22

ITW

Illinois Tool Works

-9.57%

Shares2.4K

Event2026-03-31

Filed2026-04-22

UBER

Uber Technologies In

5.13%

Shares8.5K

Event2026-03-31

Filed2026-04-22

MCHP

Microchip Technology

1.61%

Shares9.4K

Event2026-03-31

Filed2026-04-22

LLY

Eli Lilly & Co

4.84%

Shares607

Event2026-03-31

Filed2026-04-22

EWBC

East West Bancorp

5.28%

Shares5.1K

Event2026-03-31

Filed2026-04-22

VWO

Vanguard Emerging Ma

-0.50%

Shares9.9K

Event2026-03-31

Filed2026-04-22

SCHF

Schw Intl Eq Etf

0.72%

Shares21.0K

Event2026-03-31

Filed2026-04-22

SXI

Standex Internationa

-19.21%

Shares1.9K

Event2026-03-31

Filed2026-04-22

PFE

Pfizer Incorporated

-8.07%

Shares16.7K

Event2026-03-31

Filed2026-04-22

NFLX

Netflix Inc

New

Shares4.8K

Event2026-03-31

Filed2026-04-22

BWA

Borg Warner

-1.22%

Shares8.1K

Event2026-03-31

Filed2026-04-22

CSL

Carlisle Companies I

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-22

WAT

Waters Corp

-0.64%

Shares1.4K

Event2026-03-31

Filed2026-04-22

PGX

Invesco Preferred ET

-1.17%

Shares37.8K

Event2026-03-31

Filed2026-04-22

Merck & Co Inc

11.46%

Shares3.4K

Event2026-03-31

Filed2026-04-22

BIV

Vanguard Bond Index

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-22

TSCO

Tractor Supply Compa

-8.88%

Shares8.7K

Event2026-03-31

Filed2026-04-22

AVUS

Avantis US Equity Et

New

Shares3.5K

Event2026-03-31

Filed2026-04-22

PANW

Palo Alto Networks

2.99%

Shares2.4K

Event2026-03-31

Filed2026-04-22

Dycom Industries Inc

-3.76%

Shares1.1K

Event2026-03-31

Filed2026-04-22

CWB

Spdr Barclays Conver

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-22

UPS

United Parcel Servic

0.79%

Shares3.8K

Event2026-03-31

Filed2026-04-22

DTE

D T E Energy Company

3.64%

Shares2.5K

Event2026-03-31

Filed2026-04-22

Goldman Sachs

41.33%

Shares424

Event2026-03-31

Filed2026-04-22

WTFC

Wintrust Financial C

3.04%

Shares2.5K

Event2026-03-31

Filed2026-04-22

SYY

Sysco Corporation

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-22

FITB

Fifth Third Bank

New

Shares7.5K

Event2026-03-31

Filed2026-04-22

APAM

Artisan Part Asset M

6.97%

Shares9.2K

Event2026-03-31

Filed2026-04-22

SCHD

Sch US Div Equity Et

3.30%

Shares10.2K

Event2026-03-31

Filed2026-04-22

STWD

Starwood Ppty TRUST

6.07%

Shares17.6K

Event2026-03-31

Filed2026-04-22

FANG

Diamondback Energy I

-2.88%

Shares1.5K

Event2026-03-31

Filed2026-04-22

IBM

IBM Corporation

12.05%

Shares1.2K

Event2026-03-31

Filed2026-04-22

Curtiss Wright Corp

-31.76%

Shares434

Event2026-03-31

Filed2026-04-22

STLD

Steel Dynamics

-10.00%

Shares1.6K

Event2026-03-31

Filed2026-04-22

KMI

Kinder Morgan

-2.34%

Shares8.4K

Event2026-03-31

Filed2026-04-22

SNPS

Synopsys Inc

1.02%

Shares694

Event2026-03-31

Filed2026-04-22

LDOS

Leidos Holdings Inc

-1.14%

Shares1.7K

Event2026-03-31

Filed2026-04-22

Realty Income Corp

-34.48%

Shares4.4K

Event2026-03-31

Filed2026-04-22

NSC

Norfolk Southern Cor

0.00%

Shares925

Event2026-03-31

Filed2026-04-22

Coca Cola Company

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-22

PLNT

Planet Fitness Inc

25.64%

Shares3.4K

Event2026-03-31

Filed2026-04-22

HQY

HealthEquity Inc

-0.98%

Shares3.0K

Event2026-03-31

Filed2026-04-22

MLI

Mueller Industries

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-22

VUG

Vanguard Growth Etf

0.00%

Shares540

Event2026-03-31

Filed2026-04-22

ABT

Abbott Laboratories

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-22

DKS

Dick's Sporting Good

44.52%

Shares1.1K

Event2026-03-31

Filed2026-04-22

Duke Energy Corporat

11.28%

Shares1.6K

Event2026-03-31

Filed2026-04-22

RMBS

Rambus Inc.

9.49%

Shares2.4K

Event2026-03-31

Filed2026-04-22

DOC

HealthPeak Properties

0.00%

Shares12.3K

Event2026-03-31

Filed2026-04-22

BALL

Ball Corporation

New

Shares3.3K

Event2026-03-31

Filed2026-04-22

QUAL

Ishares Msci Usa Qlt

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-22

HSIC

Schein Henry Inc

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-22