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The Analysis of Midwest Trust Co's Holdings & P&L

Currently, Midwest Trust Co holds 593 types of securities in its portfolio with a total value $8.0B. In the most recent quarter, they have increased their positions in PNC (+122.4K shares, valued at $25.5M), AFL (+153.9K shares, valued at $16.9M), MSFT (+39.3K shares, valued at $14.5M); decreased their positions in VNQ (-248.4K shares, valued at $22.0M), SCHR (-460.7K shares, valued at $11.5M), N/A (-15.5K shares, valued at $9.3M); initiated new positions in MNST (+103.1K shares, valued at $7.5M), ARM (+29.5K shares, valued at $4.5M), SPIB (+37.3K shares, valued at $1.3M).

1M P&L

+67.4M+0.89%

3M P&L

-928.8M-10.88%

HY P&L

-448.5M-5.57%

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/A2.0B

28.2%

2Consumer Electronics367.6M

5.3%

3Semiconductors367.5M

5.3%

Top Industries by Stock Count

1N/A235 stocks

42.5%

2Utilities - Regulated Electric15 stocks

2.7%

3Banks - Regional14 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC1.4M shares0.53%2026-03-312026-05-01

NVDA NVIDIA CORPORATION1.8M shares-1.83%2026-03-312026-05-01

VO VANGUARD INDEX FDS1.0M shares2.18%2026-03-312026-05-01

MSFT MICROSOFT CORP779.5K shares5.31%2026-03-312026-05-01

ALPHABET INC ALPHABET INC712.2K shares-1.51%2026-03-312026-05-01

AMZN AMAZON COM INC932.8K shares-1.39%2026-03-312026-05-01

BROADCOM INC BROADCOM INC534.7K shares0.98%2026-03-312026-05-01

GVI ISHARES TR1.3M shares6.91%2026-03-312026-05-01

Sponsored

JPM JPMORGAN CHASE & CO448.3K shares1.54%2026-03-312026-05-01

XOM EXXON MOBIL CORP711.0K shares3.86%2026-03-312026-05-01

CAT CATERPILLAR INC155.8K shares-4.04%2026-03-312026-05-01

ALPHABET INC ALPHABET INC384.5K shares4.62%2026-03-312026-05-01

ABBV ABBVIE INC485.3K shares0.69%2026-03-312026-05-01

VEA VANGUARD TAX-MANAGED FDS1.6M shares2.75%2026-03-312026-05-01

WMT WALMART INC819.1K shares-3.19%2026-03-312026-05-01

DFAS DIMENSIONAL ETF TRUST1.4M shares-0.60%2026-03-312026-05-01

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL195.4K shares4.78%2026-03-312026-05-01

MERCK & CO INC MERCK & CO INC747.6K shares-2.52%2026-03-312026-05-01

RTX RTX CORPORATION458.7K shares-2.29%2026-03-312026-05-01

CSCO CISCO SYS INC1.1M shares0.26%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS136.6K shares-10.19%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T125.4K shares0.29%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION81.7K shares6.80%2026-03-312026-05-01

META META PLATFORMS INC139.4K shares3.54%2026-03-312026-05-01

Sponsored

V VISA INC256.2K shares7.81%2026-03-312026-05-01

EATON CORP PLC EATON CORP PLC208.3K shares1.66%2026-03-312026-05-01

MCD MCDONALDS CORP227.6K shares2.86%2026-03-312026-05-01

UNP UNION PAC CORP287.2K shares0.91%2026-03-312026-05-01

TSLA TESLA INC187.3K shares-1.43%2026-03-312026-05-01

PG PROCTER & GAMBLE CO480.3K shares7.52%2026-03-312026-05-01

IEFA ISHARES TR747.9K shares7.71%2026-03-312026-05-01

WMB WILLIAMS COS INC921.4K shares-3.45%2026-03-312026-05-01

Sponsored

IVV ISHARES TR101.3K shares4.14%2026-03-312026-05-01

CB CHUBB LTD SWITZ196.9K shares-0.02%2026-03-312026-05-01

AVEM AMERICAN CENTY ETF TR767.6K shares-0.76%2026-03-312026-05-01

CVX CHEVRON CORPORATION297.7K shares-1.54%2026-03-312026-05-01

HD HOME DEPOT INC185.1K shares4.28%2026-03-312026-05-01

LLY ELI LILLY & CO65.1K shares2.39%2026-03-312026-05-01

PEP PEPSICO INC382.9K shares4.88%2026-03-312026-05-01

COP CONOCOPHILLIPS424.7K shares4.46%2026-03-312026-05-01

Sponsored

AMP AMERIPRISE FINL INC124.6K shares5.98%2026-03-312026-05-01

PNC PNC FINL SVCS GROUP INC265.8K shares85.35%2026-03-312026-05-01

SCHG SCHWAB STRATEGIC TR1.8M shares1.83%2026-03-312026-05-01

NOC NORTHROP GRUMMAN CORP76.0K shares1.28%2026-03-312026-05-01

IWF ISHARES TR120.4K shares3.76%2026-03-312026-05-01

HON HONEYWELL INTL INC213.8K shares2.62%2026-03-312026-05-01

PM PHILIP MORRIS INTL INC276.2K shares0.57%2026-03-312026-05-01

SCHO SCHWAB STRATEGIC TR1.8M shares39.59%2026-03-312026-05-01

Sponsored

TMO THERMO FISHER SCIENTIFIC INC90.2K shares0.09%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON166.9K shares-9.74%2026-03-312026-05-01

MDY STATE STR SPDR S&P MIDCAP 4063.7K shares-1.96%2026-03-312026-05-01

BKNG BOOKING HOLDINGS INC9.0K shares3.56%2026-03-312026-05-01

NVS NOVARTIS AG242.2K shares-3.01%2026-03-312026-05-01

CRM SALESFORCE INC191.8K shares3.23%2026-03-312026-05-01

ENB ENBRIDGE INC655.4K shares-1.85%2026-03-312026-05-01

SCHV SCHWAB STRATEGIC TR1.1M shares3.78%2026-03-312026-05-01

Sponsored

IJH ISHARES TR507.9K shares1.85%2026-03-312026-05-01

ECL ECOLAB INC126.7K shares1.88%2026-03-312026-05-01

AMAT APPLIED MATLS INC98.3K shares-12.89%2026-03-312026-05-01

IWD ISHARES TR157.1K shares7.01%2026-03-312026-05-01

VNQ VANGUARD INDEX FDS375.7K shares-39.80%2026-03-312026-05-01

VTI VANGUARD INDEX FDS103.5K shares10.13%2026-03-312026-05-01

BIV VANGUARD BD INDEX FDS424.3K shares-8.05%2026-03-312026-05-01

TE CONNECTIVITY PLC TE CONNECTIVITY PLC153.7K shares2.01%2026-03-312026-05-01

Sponsored

MMIT NEW YORK LIFE INVTS ACTIVE E1.3M shares-1.30%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC585.8K shares4.38%2026-03-312026-05-01

MS MORGAN STANLEY177.5K shares9.08%2026-03-312026-05-01

QCOM QUALCOMM INC226.8K shares0.84%2026-03-312026-05-01

ETR ENTERGY CORP NEW258.6K shares0.28%2026-03-312026-05-01

BLACKSTONE INC BLACKSTONE INC247.0K shares30.81%2026-03-312026-05-01

DOW DOW HLDGS INC672.9K shares33.49%2026-03-312026-05-01

AMGN AMGEN INC78.9K shares1.48%2026-03-312026-05-01

Sponsored

ASML ASML HLDG NV20.9K shares-11.61%2026-03-312026-05-01

LMT LOCKHEED MARTIN CORP45.1K shares-9.16%2026-03-312026-05-01

EMR EMERSON ELEC CO207.4K shares0.12%2026-03-312026-05-01

JEPI J P MORGAN EXCHANGE TRADED F471.5K shares8.83%2026-03-312026-05-01

HBAN HUNTINGTON BANCSHARES INC1.7M shares9.18%2026-03-312026-05-01

NEE NEXTERA ENERGY INC276.0K shares-3.01%2026-03-312026-05-01

TRV TRAVELERS COMPANIES INC86.0K shares-1.66%2026-03-312026-05-01

IJR ISHARES TR200.8K shares-1.25%2026-03-312026-05-01

Sponsored

KO COCA COLA CO322.1K shares3.63%2026-03-312026-05-01

SCHW SCHWAB CHARLES CORP260.3K shares-0.78%2026-03-312026-05-01

DHR DANAHER CORP DEL125.5K shares2.84%2026-03-312026-05-01

DLR DIGITAL RLTY TR INC131.4K shares0.40%2026-03-312026-05-01

TIIV ETF SER SOLUTIONS817.5K shares8.92%2026-03-312026-05-01

GLW CORNING INC165.8K shares-16.11%2026-03-312026-05-01

NFLX NETFLIX INC.232.2K shares-1.94%2026-03-312026-05-01

DE DEERE & CO39.6K shares-0.71%2026-03-312026-05-01

Sponsored

WM WASTE MGMT INC DEL96.9K shares-0.53%2026-03-312026-05-01

CW CURTISS WRIGHT CORP32.4K shares-2.38%2026-03-312026-05-01

SO SOUTHERN CO226.3K shares0.28%2026-03-312026-05-01

MEDTRONIC PLC MEDTRONIC PLC251.8K shares9.27%2026-03-312026-05-01

EFA ISHARES TR219.0K shares0.21%2026-03-312026-05-01

ALL ALLSTATE CORP102.4K shares7.12%2026-03-312026-05-01

USB US BANCORP401.1K shares2.75%2026-03-312026-05-01

AMT AMERICAN TOWER CORP119.7K shares12.61%2026-03-312026-05-01

Sponsored

IEMG ISHARES INC295.3K shares6.36%2026-03-312026-05-01

XLK SELECT SECTOR SPDR TR155.0K shares-0.31%2026-03-312026-05-01

IWP ISHARES TR159.6K shares2.77%2026-03-312026-05-01

CASY CASEYS GEN STORES INC27.7K shares-2.28%2026-03-312026-05-01

VWO VANGUARD INTL EQUITY INDEX F371.9K shares5.42%2026-03-312026-05-01

LAM RESEARCH CORP LAM RESEARCH CORP93.2K shares-14.10%2026-03-312026-05-01

PNW PINNACLE WEST CAP CORP196.8K shares-0.18%2026-03-312026-05-01

PYPL PAYPAL HLDGS INC427.0K shares-2.90%2026-03-312026-05-01

Sponsored

SBUX STARBUCKS CORP214.4K shares6.67%2026-03-312026-05-01

DGX QUEST DIAGNOSTICS INC95.2K shares-0.31%2026-03-312026-05-01

PLD PROLOGIS INC.139.3K shares-1.34%2026-03-312026-05-01

AFL AFLAC INC163.0K shares1700.83%2026-03-312026-05-01

SLB SLB LIMITED339.5K shares-1.16%2026-03-312026-05-01

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW132.7K shares-1.73%2026-03-312026-05-01

ISRG INTUITIVE SURGICAL INC35.9K shares7.06%2026-03-312026-05-01

SDY SPDR SERIES TRUST111.2K shares-2.02%2026-03-312026-05-01

Sponsored

VUG VANGUARD INDEX FDS36.6K shares15.41%2026-03-312026-05-01

RF REGIONS FINANCIAL CORP NEW610.7K shares0.22%2026-03-312026-05-01

TGT TARGET CORP129.0K shares24.78%2026-03-312026-05-01

TRP TC ENERGY CORP245.4K shares-3.44%2026-03-312026-05-01

APD AIR PRODUCTS AND CHEMICALS I51.2K shares12.02%2026-03-312026-05-01

ADBE ADOBE INC61.1K shares9.30%2026-03-312026-05-01

CTAS CINTAS CORP86.3K shares28.04%2026-03-312026-05-01

SCHD SCHWAB STRATEGIC TR473.3K shares-30.84%2026-03-312026-05-01

Sponsored

VTV VANGUARD INDEX FDS74.0K shares21.78%2026-03-312026-05-01

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY184.4K shares2.69%2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS59.6K shares-2.31%2026-03-312026-05-01

PANW PALO ALTO NETWORKS INC89.6K shares1.59%2026-03-312026-05-01

CSX CSX CORP346.2K shares0.71%2026-03-312026-05-01

ZTS ZOETIS INC118.1K shares26.02%2026-03-312026-05-01

LH LABCORP HOLDINGS INC52.2K shares-0.68%2026-03-312026-05-01

ISHARES GOLD TR ISHARES GOLD TR155.8K shares6.35%2026-03-312026-05-01

Sponsored

FITB FIFTH THIRD BANCORP290.4K shares0.60%2026-03-312026-05-01

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND67.5K shares104.57%2026-03-312026-05-01

TFC TRUIST FINL CORP289.8K shares0.02%2026-03-312026-05-01

CHD CHURCH & DWIGHT CO INC141.3K shares0.96%2026-03-312026-05-01

KKR & CO INC KKR & CO INC141.8K shares10.79%2026-03-312026-05-01

SYK STRYKER CORPORATION39.0K shares2.18%2026-03-312026-05-01

DIS DISNEY WALT CO132.0K shares-0.90%2026-03-312026-05-01

AEP AMERICAN ELEC PWR CO INC96.3K shares-2.49%2026-03-312026-05-01

Sponsored

SCHR SCHWAB STRATEGIC TR499.4K shares-47.98%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR21.3K shares46.56%2026-03-312026-05-01

PRU PRUDENTIAL FINL INC124.4K shares-0.83%2026-03-312026-05-01

VOT VANGUARD INDEX FDS46.5K shares4.94%2026-03-312026-05-01

SON SONOCO PRODS CO219.4K shares0.18%2026-03-312026-05-01

APH AMPHENOL CORP90.4K shares0.43%2026-03-312026-05-01

FTV FORTIVE CORP202.3K shares5.58%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC41.0K shares-8.29%2026-03-312026-05-01

Sponsored

DFEM DIMENSIONAL ETF TRUST311.1K shares9.44%2026-03-312026-05-01

MGA MAGNA INTL INC192.2K shares-2.23%2026-03-312026-05-01

VOE VANGUARD INDEX FDS57.7K shares0.57%2026-03-312026-05-01

AVY AVERY DENNISON CORP61.3K shares9.12%2026-03-312026-05-01

UPS UNITED PARCEL SVCS INC107.5K shares-1.02%2026-03-312026-05-01

LKQ LKQ CORP354.1K shares3.04%2026-03-312026-05-01

IDXX IDEXX LABS INC18.0K shares1.54%2026-03-312026-05-01

NOW SERVICENOW INC96.2K shares-14.58%2026-03-312026-05-01

Sponsored

IWR ISHARES TR102.4K shares26.37%2026-03-312026-05-01

ODFL OLD DOMINION FREIGHT LINE IN50.9K shares25.99%2026-03-312026-05-01

BAH BOOZ ALLEN HAMILTON HLDG COR127.4K shares2.50%2026-03-312026-05-01

GLD SPDR GOLD TR22.6K shares6.76%2026-03-312026-05-01

SCHA SCHWAB STRATEGIC TR327.8K shares-0.44%2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE33.2K shares-2.79%2026-03-312026-05-01

PLTR PALANTIR TECHNOLOGIES INC63.0K shares21.48%2026-03-312026-05-01

BDX BECTON DICKINSON & CO56.9K shares2.33%2026-03-312026-05-01

Sponsored

VB VANGUARD INDEX FDS32.6K shares3.87%2026-03-312026-05-01

URI UNITED RENTALS INC11.7K shares-4.21%2026-03-312026-05-01

SHW SHERWIN WILLIAMS CO26.4K shares0.73%2026-03-312026-05-01

SNPS SYNOPSYS INC21.1K shares-2.84%2026-03-312026-05-01

MPWR MONOLITHIC PWR SYS INC7.4K shares2.94%2026-03-312026-05-01

SNA SNAP ON INC22.0K shares-0.61%2026-03-312026-05-01

IWM ISHARES TR31.9K shares-1.95%2026-03-312026-05-01

LECO LINCOLN ELEC HLDGS INC31.4K shares1.20%2026-03-312026-05-01

Sponsored

HAS HASBRO INC82.4K shares-1.07%2026-03-312026-05-01

SHOP SHOPIFY INC64.0K shares0.10%2026-03-312026-05-01

NEM NEWMONT CORP70.0K shares-3.49%2026-03-312026-05-01

INTC INTEL CORP170.6K shares-5.87%2026-03-312026-05-01

VYM VANGUARD WHITEHALL FDS50.7K shares-47.62%2026-03-312026-05-01

MNST MONSTER BEVERAGE CORP NEW103.1K sharesnew addition2026-03-312026-05-01

PWR QUANTA SVCS INC13.6K shares889.77%2026-03-312026-05-01

SPSB SPDR SERIES TRUST247.3K shares14.59%2026-03-312026-05-01

Sponsored

MKC MCCORMICK & CO INC142.2K shares2.12%2026-03-312026-05-01

CBSH COMMERCE BANCSHARES INC144.2K shares-1.15%2026-03-312026-05-01

GEV GE VERNOVA INC8.1K shares-2.24%2026-03-312026-05-01

BMY BRISTOL-MYERS SQUIBB CO116.3K shares-3.41%2026-03-312026-05-01

UHAL.B U HAUL HOLDING COMPANY153.9K shares3.52%2026-03-312026-05-01

GSK PLC GSK PLC123.3K shares-3.51%2026-03-312026-05-01

PFE PFIZER INC228.0K shares-0.83%2026-03-312026-05-01

LOW LOWES COS INC26.7K shares-0.57%2026-03-312026-05-01

Sponsored

DFAC DIMENSIONAL ETF TRUST161.2K shares2.22%2026-03-312026-05-01

IDEV ISHARES TR73.3K shares0.05%2026-03-312026-05-01

SPSM SPDR SERIES TRUST126.7K shares-1.34%2026-03-312026-05-01

XLI SELECT SECTOR SPDR TR37.5K shares0.27%2026-03-312026-05-01

INTU INTUIT13.6K shares-28.92%2026-03-312026-05-01

ELS EQUITY LIFESTYLE PROPERTIES92.5K shares50.45%2026-03-312026-05-01

CVS CVS HEALTH CORP80.2K shares-2.41%2026-03-312026-05-01

IVW ISHARES TR50.6K shares-1.88%2026-03-312026-05-01

Sponsored

FIS FIDELITY NATL INFORMATION SV121.7K shares4.18%2026-03-312026-05-01

SIXA EXCHANGE TRADED CONCEPTS TRU109.0K shares0.00%2026-03-312026-05-01

CMI CUMMINS INC10.5K shares705.61%2026-03-312026-05-01

SPYM SPDR SERIES TRUST73.3K shares-0.17%2026-03-312026-05-01

IWS ISHARES TR37.9K shares5.65%2026-03-312026-05-01

MUB ISHARES TR51.7K shares33.60%2026-03-312026-05-01

UMBF UMB FINL CORP48.4K shares-2.50%2026-03-312026-05-01

VBR VANGUARD INDEX FDS25.1K shares-2.80%2026-03-312026-05-01

Sponsored

EVRG EVERGY INC65.9K shares-6.74%2026-03-312026-05-01

HRB BLOCK H & R INC167.1K shares-1.87%2026-03-312026-05-01

MA MASTERCARD INCORPORATED10.5K shares-2.58%2026-03-312026-05-01

TJX TJX COS INC NEW32.9K shares-1.35%2026-03-312026-05-01

ABT ABBOTT LABORATORIES49.9K shares-1.86%2026-03-312026-05-01

SLYV SPDR SERIES TRUST53.8K shares-0.58%2026-03-312026-05-01

BRK.A BERKSHIRE HATHAWAY INC DEL7 shares0.00%2026-03-312026-05-01

XLV SELECT SECTOR SPDR TR34.1K shares4.13%2026-03-312026-05-01

Sponsored

XLY SELECT SECTOR SPDR TR45.6K shares-0.38%2026-03-312026-05-01

XLF SELECT SECTOR SPDR TR99.1K shares-0.56%2026-03-312026-05-01

PGR PROGRESSIVE CORP24.6K shares-25.60%2026-03-312026-05-01

IWB ISHARES TR13.6K shares11.29%2026-03-312026-05-01

DDOG DATADOG INC40.9K shares5.92%2026-03-312026-05-01

SPOT SPOTIFY TECHNOLOGY S A9.8K shares-21.34%2026-03-312026-05-01

FOXA FOX CORP81.3K shares-3.38%2026-03-312026-05-01

CWI SPDR INDEX SHS FDS129.7K shares0.41%2026-03-312026-05-01

Sponsored

CRL CHARLES RIV LABS INTL INC26.9K shares0.10%2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MANUFAC13.6K shares-5.85%2026-03-312026-05-01

SLV ISHARES SILVER TR67.0K shares-2.00%2026-03-312026-05-01

ARM ARM HOLDINGS PLC29.5K sharesnew addition2026-03-312026-05-01

VIG VANGUARD SPECIALIZED FUNDS20.4K shares18.45%2026-03-312026-05-01

CRCL CIRCLE INTERNET GROUP INC45.5K shares-6.20%2026-03-312026-05-01

ORCL ORACLE CORP28.8K shares-5.07%2026-03-312026-05-01

AGG ISHARES TR41.7K shares29.85%2026-03-312026-05-01

Sponsored

IUSG ISHARES TR25.8K shares1.06%2026-03-312026-05-01

IJJ ISHARES TR29.9K shares0.82%2026-03-312026-05-01

COF CAPITAL ONE FINL CORP21.7K shares570.49%2026-03-312026-05-01

WOR WORTHINGTON ENTERPRISES INC73.9K shares-2.41%2026-03-312026-05-01

DON WISDOMTREE TR72.1K shares0.49%2026-03-312026-05-01

PSX PHILLIPS 6619.9K shares-1.34%2026-03-312026-05-01

IYW ISHARES TR19.4K shares0.06%2026-03-312026-05-01

BKH BLACK HILLS CORP50.0K shares-2.84%2026-03-312026-05-01

Sponsored

HRL HORMEL FOODS CORP151.1K shares-1.37%2026-03-312026-05-01

PSK SPDR SERIES TRUST110.9K shares-18.47%2026-03-312026-05-01

IJK ISHARES TR33.9K shares-2.57%2026-03-312026-05-01

ESGD ISHARES TR35.3K shares5.63%2026-03-312026-05-01

CEG CONSTELLATION ENERGY CORP12.1K shares-2.32%2026-03-312026-05-01

VBK VANGUARD INDEX FDS11.1K shares2.91%2026-03-312026-05-01

IVE ISHARES TR15.9K shares0.49%2026-03-312026-05-01

VMI VALMONT INDS INC8.3K shares1.52%2026-03-312026-05-01

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IWO ISHARES TR10.4K shares-5.98%2026-03-312026-05-01

PHG KONINKLIJKE PHILIPS N V115.9K shares-5.32%2026-03-312026-05-01

XLE SELECT SECTOR SPDR TR51.5K shares2.86%2026-03-312026-05-01

PAYX PAYCHEX INC34.1K shares-5.92%2026-03-312026-05-01

MMM 3M CO21.6K shares1.69%2026-03-312026-05-01

IWN ISHARES TR16.4K shares1.35%2026-03-312026-05-01

SPGI S&P GLOBAL INC7.3K shares-54.56%2026-03-312026-05-01

ITW ILLINOIS TOOL WKS INC11.9K shares-11.04%2026-03-312026-05-01

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BLACKROCK INC BLACKROCK INC3.2K shares-9.24%2026-03-312026-05-01

KMB KIMBERLY-CLARK CORP31.5K shares-2.89%2026-03-312026-05-01

T AT&T INC102.7K shares12.95%2026-03-312026-05-01

JEPQ J P MORGAN EXCHANGE TRADED F52.5K shares184.03%2026-03-312026-05-01

KR KROGER CO39.6K shares0.33%2026-03-312026-05-01

IP INTERNATIONAL PAPER CO79.6K shares1.74%2026-03-312026-05-01

SCHX SCHWAB STRATEGIC TR109.0K shares-3.03%2026-03-312026-05-01

DVY ISHARES TR18.3K shares9.27%2026-03-312026-05-01

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IJS ISHARES TR23.4K shares3.12%2026-03-312026-05-01

XLP SELECT SECTOR SPDR TR33.6K shares2.75%2026-03-312026-05-01

XLB SELECT SECTOR SPDR TR54.3K shares9.50%2026-03-312026-05-01

EXC EXELON CORP54.8K shares-1.64%2026-03-312026-05-01

EEM ISHARES TR47.3K shares-4.37%2026-03-312026-05-01

WING WINGSTOP INC17.2K shares4.69%2026-03-312026-05-01

CL COLGATE PALMOLIVE CO31.2K shares-4.37%2026-03-312026-05-01

ADP AUTOMATIC DATA PROCESSING IN13.0K shares-3.36%2026-03-312026-05-01

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FE FIRSTENERGY CORP51.1K shares-6.16%2026-03-312026-05-01

CTVA CORTEVA INC30.5K shares-6.72%2026-03-312026-05-01

BA BOEING CO12.3K shares-7.80%2026-03-312026-05-01

BAC BANK AMERICA CORP49.5K shares-10.15%2026-03-312026-05-01

VEU VANGUARD INTL EQUITY INDEX F31.9K shares20.72%2026-03-312026-05-01

CWT CALIFORNIA WTR SVC GROUP52.8K shares-2.93%2026-03-312026-05-01

RBLX ROBLOX CORP42.0K shares1038.03%2026-03-312026-05-01

VTEB VANGUARD MUN BD FDS47.0K shares4.70%2026-03-312026-05-01

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DFAT DIMENSIONAL ETF TRUST37.2K shares-5.14%2026-03-312026-05-01

MBB ISHARES TR24.1K shares547.87%2026-03-312026-05-01

GS GOLDMAN SACHS GROUP INC2.7K shares-1.86%2026-03-312026-05-01

SCHH SCHWAB STRATEGIC TR105.9K shares0.00%2026-03-312026-05-01

IDV ISHARES TR53.1K shares5.13%2026-03-312026-05-01

WS WORTHINGTON STL INC73.9K shares-2.70%2026-03-312026-05-01

ITOT ISHARES TR15.7K shares0.36%2026-03-312026-05-01

D DOMINION ENERGY INC35.7K shares-1.91%2026-03-312026-05-01

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IEF ISHARES TR22.6K shares-5.14%2026-03-312026-05-01

DRI DARDEN RESTAURANTS INC10.9K shares1.68%2026-03-312026-05-01

TXN TEXAS INSTRS INC10.8K shares-22.50%2026-03-312026-05-01

IWY ISHARES TR8.4K shares10.84%2026-03-312026-05-01

GPC GENUINE PARTS CO19.5K shares-4.52%2026-03-312026-05-01

VCIT VANGUARD SCOTTSDALE FDS24.9K shares4.53%2026-03-312026-05-01

NSC NORFOLK SOUTHN CORP7.1K shares19.79%2026-03-312026-05-01

SHY ISHARES TR24.6K shares13.51%2026-03-312026-05-01

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DES WISDOMTREE TR56.3K shares-2.19%2026-03-312026-05-01

AXP AMERICAN EXPRESS CO6.6K shares-4.18%2026-03-312026-05-01

DIVO AMPLIFY ETF TR43.8K shares-2.39%2026-03-312026-05-01

ACLC AMERICAN CENTY ETF TR26.5K shares21.43%2026-03-312026-05-01

VGT VANGUARD WORLD FD2.8K shares-8.85%2026-03-312026-05-01

JCI JOHNSON CONTROLS INTERNATION14.7K shares-0.48%2026-03-312026-05-01

AEE AMEREN CORP17.5K shares15.15%2026-03-312026-05-01

GIS GENERAL MILLS INC51.5K shares-4.27%2026-03-312026-05-01

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KLAC KLA CORP1.3K shares-1.31%2026-03-312026-05-01

STM STMICROELECTRONICS N V54.4K shares0.75%2026-03-312026-05-01

DISV DIMENSIONAL ETF TRUST47.7K shares7.16%2026-03-312026-05-01

EFSC ENTERPRISE FINL SVCS CORP33.6K shares-13.09%2026-03-312026-05-01

ORLY OREILLY AUTOMOTIVE INC19.6K shares-0.12%2026-03-312026-05-01

MDLZ MONDELEZ INTL INC30.5K shares-5.65%2026-03-312026-05-01

EFG ISHARES TR15.4K shares0.95%2026-03-312026-05-01

DFUS DIMENSIONAL ETF TRUST23.9K shares0.00%2026-03-312026-05-01

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ITM VANECK ETF TRUST35.8K shares-3.03%2026-03-312026-05-01

WFC WELLS FARGO & CO20.9K shares16.85%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.7K shares-0.77%2026-03-312026-05-01

SCZ ISHARES TR21.1K shares0.09%2026-03-312026-05-01

PFF ISHARES TR54.5K shares2.01%2026-03-312026-05-01

CRWD CROWDSTRIKE HLDGS INC4.2K shares-0.02%2026-03-312026-05-01

MO ALTRIA GROUP INC24.6K shares15.69%2026-03-312026-05-01

SHEL SHELL PLC17.5K shares-8.10%2026-03-312026-05-01

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VT VANGUARD INTL EQUITY INDEX F11.7K shares16.75%2026-03-312026-05-01

IWV ISHARES TR4.1K shares0.00%2026-03-312026-05-01

TEVA TEVA PHARMACEUTICAL INDS LTD50.5K shares-1.72%2026-03-312026-05-01

WBD WARNER BROS DISCOVERY INC55.4K shares1.16%2026-03-312026-05-01

VV VANGUARD INDEX FDS4.9K shares4.06%2026-03-312026-05-01

BND VANGUARD BD INDEX FDS19.9K shares-28.16%2026-03-312026-05-01

BP BP PLC30.6K shares-8.62%2026-03-312026-05-01

MCK MCKESSON CORP1.7K shares33.66%2026-03-312026-05-01

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IFF INTERNATIONAL FLAVORS&FRAGRA19.7K shares-7.98%2026-03-312026-05-01

HSY HERSHEY CO6.7K shares6.32%2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC6.7K shares-5.49%2026-03-312026-05-01

ADI ANALOG DEVICES INC4.3K shares-6.03%2026-03-312026-05-01

IBIT ISHARES BITCOIN TRUST ETF34.3K shares122.02%2026-03-312026-05-01

SUB ISHARES TR12.3K shares18.39%2026-03-312026-05-01

XLU SELECT SECTOR SPDR TR28.6K shares0.21%2026-03-312026-05-01

CMG CHIPOTLE MEXICAN GRILL INC40.7K shares-75.93%2026-03-312026-05-01

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GILD GILEAD SCIENCES INC9.3K shares-15.59%2026-03-312026-05-01

HYG ISHARES TR15.8K shares-2.47%2026-03-312026-05-01

MGK VANGUARD WORLD FD3.4K shares-0.84%2026-03-312026-05-01

IJT ISHARES TR8.6K shares11.10%2026-03-312026-05-01

SPIB SPDR SERIES TRUST37.3K sharesnew addition2026-03-312026-05-01

YUM YUM BRANDS INC8.0K shares-4.02%2026-03-312026-05-01

VRP INVESCO EXCH TRADED FD TR II52.1K shares14.66%2026-03-312026-05-01

MSCI MSCI INC2.3K shares-5.48%2026-03-312026-05-01

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DFAX DIMENSIONAL ETF TRUST35.3K shares2.11%2026-03-312026-05-01

SOXX ISHARES TR3.6K shares0.00%2026-03-312026-05-01

VTIP VANGUARD MALVERN FDS23.3K shares2.52%2026-03-312026-05-01

VLO VALERO ENERGY CORP4.7K shares13.59%2026-03-312026-05-01

DFUV DIMENSIONAL ETF TRUST23.0K shares0.00%2026-03-312026-05-01

CME CME GROUP INC3.6K shares9.03%2026-03-312026-05-01

IGSB ISHARES TR20.1K shares6.39%2026-03-312026-05-01

SUSA ISHARES TR8.0K shares2.93%2026-03-312026-05-01

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LINDE PLC LINDE PLC2.1K shares-33.46%2026-03-312026-05-01

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.0K shares4.83%2026-03-312026-05-01

UNILEVER PLC UNILEVER PLC17.8K shares-4.31%2026-03-312026-05-01

GRMN GARMIN LTD4.3K shares12.08%2026-03-312026-05-01

CMCSA COMCAST CORP NEW34.4K shares-9.90%2026-03-312026-05-01

DIA STATE STR SPDR DOW JONES IND2.1K shares-4.22%2026-03-312026-05-01

ADX ADAMS DIVERSIFIED EQUITY FD44.1K shares-2.67%2026-03-312026-05-01

JPST J P MORGAN EXCHANGE TRADED F19.0K sharesnew addition2026-03-312026-05-01

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NKE NIKE INC17.9K shares-11.61%2026-03-312026-05-01

SJNK SPDR SERIES TRUST37.4K shares0.00%2026-03-312026-05-01

VXUS VANGUARD STAR FDS11.8K shares13.07%2026-03-312026-05-01

FDX FEDEX CORP2.5K shares-20.77%2026-03-312026-05-01

GOVT ISHARES TR38.4K shares-5.50%2026-03-312026-05-01

ESGV VANGUARD WORLD FD7.8K shares0.00%2026-03-312026-05-01

WELL WELLTOWER INC4.4K shares-3.02%2026-03-312026-05-01

TT TRANE TECHNOLOGIES PLC2.1K shares-4.07%2026-03-312026-05-01

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SLYG SPDR SERIES TRUST8.7K shares1.44%2026-03-312026-05-01

VCSH VANGUARD SCOTTSDALE FDS10.5K shares33.70%2026-03-312026-05-01

IBB ISHARES TR4.9K shares37.82%2026-03-312026-05-01

VONE VANGUARD SCOTTSDALE FDS2.8K shares0.00%2026-03-312026-05-01

DFIV DIMENSIONAL ETF TRUST15.5K shares24.92%2026-03-312026-05-01

DGRW WISDOMTREE TR9.2K shares0.01%2026-03-312026-05-01

ACWX ISHARES TR11.5K shares3.03%2026-03-312026-05-01

HDV ISHARES TR5.8K shares-3.98%2026-03-312026-05-01

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QUAL ISHARES TR4.1K shares-13.34%2026-03-312026-05-01

AEM AGNICO EAGLE MINES LTD3.8K shares-11.75%2026-03-312026-05-01

WY WEYERHAEUSER CO31.4K shares0.00%2026-03-312026-05-01

VGIT VANGUARD SCOTTSDALE FDS12.9K shares-1.93%2026-03-312026-05-01

DSI ISHARES TR6.2K shares5.77%2026-03-312026-05-01

NUSC NUSHARES ETF TR16.7K shares0.00%2026-03-312026-05-01

TLT ISHARES TR8.7K shares26.08%2026-03-312026-05-01

SRCE 1ST SOURCE CORP10.8K shares-3.99%2026-03-312026-05-01

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PAVE GLOBAL X FDS14.6K shares-8.37%2026-03-312026-05-01

GBTC GRAYSCALE BITCOIN TRUST ETF14.0K shares-5.40%2026-03-312026-05-01

LW LAMB WESTON HLDGS INC17.2K shares-1.80%2026-03-312026-05-01

DFAE DIMENSIONAL ETF TRUST21.5K shares0.00%2026-03-312026-05-01

PH PARKER-HANNIFIN CORP798 shares86.01%2026-03-312026-05-01

VXF VANGUARD INDEX FDS3.5K shares-5.59%2026-03-312026-05-01

JKHY HENRY JACK & ASSOC INC4.5K shares61.02%2026-03-312026-05-01

ITA ISHARES TR3.2K shares-1.11%2026-03-312026-05-01

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ET ENERGY TRANSFER L P36.0K shares90.07%2026-03-312026-05-01

IXP ISHARES TR6.0K shares0.00%2026-03-312026-05-01

ICE INTERCONTINENTAL EXCHANGE IN4.3K shares4.52%2026-03-312026-05-01

SPYG SPDR SERIES TRUST6.9K shares-0.76%2026-03-312026-05-01

GEHC GE HEALTHCARE TECHNOLOGIES I9.4K shares-2.00%2026-03-312026-05-01

MMC MARSH & MCLENNAN COS INC3.8K shares-8.05%2026-03-312026-05-01

AJG GALLAGHER ARTHUR J & CO3.0K shares-1.50%2026-03-312026-05-01

COEUR MNG INC COEUR MNG INC34.8K sharesnew addition2026-03-312026-05-01

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USMV ISHARES TR7.0K shares-4.60%2026-03-312026-05-01

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.7K shares-16.69%2026-03-312026-05-01

VONG VANGUARD SCOTTSDALE FDS5.9K shares0.00%2026-03-312026-05-01

FCX FREEPORT MCMORAN INC10.9K shares-4.36%2026-03-312026-05-01

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC13.9K shares-9.55%2026-03-312026-05-01

XLC SELECT SECTOR SPDR TR5.7K shares0.44%2026-03-312026-05-01

AROW ARROW FINL CORP18.9K shares11.87%2026-03-312026-05-01

SYY SYSCO CORP8.8K shares-3.31%2026-03-312026-05-01

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BMO BANK MONTREAL MEDIUM4.6K shares-13.90%2026-03-312026-05-01

EPD ENTERPRISE PRODS PARTNERS L16.5K shares28.39%2026-03-312026-05-01

CWB SPDR SERIES TRUST6.8K shares78.64%2026-03-312026-05-01

BUSE FIRST BUSEY CORP24.6K shares-4.65%2026-03-312026-05-01

ARCC ARES CAPITAL CORP34.4K shares0.00%2026-03-312026-05-01

BSX BOSTON SCIENTIFIC CORP9.8K shares-2.63%2026-03-312026-05-01

OKE ONEOK INC NEW6.7K shares3.97%2026-03-312026-05-01

EWJ ISHARES INC7.2K shares-0.50%2026-03-312026-05-01

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CBT CABOT CORP8.0K shares-4.91%2026-03-312026-05-01

LHX L3HARRIS TECHNOLOGIES INC1.7K shares7.02%2026-03-312026-05-01

SCHM SCHWAB STRATEGIC TR19.3K shares0.00%2026-03-312026-05-01

LUV SOUTHWEST AIRLS CO15.9K shares-1.00%2026-03-312026-05-01

VFC V F CORP35.0K shares-1.25%2026-03-312026-05-01

RKT ROCKET COS INC41.7K shares0.70%2026-03-312026-05-01

ARISTA NETWORKS INC ARISTA NETWORKS INC4.8K shares-9.02%2026-03-312026-05-01

CPB THE CAMPBELLS COMPANY26.1K shares-4.69%2026-03-312026-05-01

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EFV ISHARES TR7.8K shares6.03%2026-03-312026-05-01

TMUS T-MOBILE US INC2.7K shares56.20%2026-03-312026-05-01

CROWN CASTLE INC CROWN CASTLE INC7.1K shares-16.92%2026-03-312026-05-01

UBER UBER TECHNOLOGIES INC7.9K shares44.62%2026-03-312026-05-01

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET18.9K shares-1.79%2026-03-312026-05-01

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.9K shares-36.96%2026-03-312026-05-01

BK BANK NEW YORK MELLON CORP4.8K shares-4.51%2026-03-312026-05-01

XNTK SPDR SERIES TRUST2.2K shares0.00%2026-03-312026-05-01

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IEI ISHARES TR4.7K shares-3.83%2026-03-312026-05-01

SUN SUNOCO LP/SUNOCO FIN CORP8.5K shares11.68%2026-03-312026-05-01

CIBR FIRST TR EXCHANGE-TRADED FD8.7K shares-5.91%2026-03-312026-05-01

ESGU ISHARES TR3.8K shares-4.28%2026-03-312026-05-01

SPYV SPDR SERIES TRUST9.6K shares-0.06%2026-03-312026-05-01

MLM MARTIN MARIETTA MATLS INC910 shares0.44%2026-03-312026-05-01

VSS VANGUARD INTL EQUITY INDEX F3.6K shares1.49%2026-03-312026-05-01

THE CIGNA GROUP THE CIGNA GROUP2.0K shares-4.76%2026-03-312026-05-01

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FNDX SCHWAB STRATEGIC TR18.6K shares-3.88%2026-03-312026-05-01

SPDW SPDR INDEX SHS FDS11.2K shares30.08%2026-03-312026-05-01

TSCO TRACTOR SUPPLY CO11.2K shares4.75%2026-03-312026-05-01

FAST FASTENAL CO10.9K shares-4.66%2026-03-312026-05-01

VSGX VANGUARD WORLD FD7.0K shares0.00%2026-03-312026-05-01

VUSB VANGUARD BD INDEX FDS10.1K shares0.83%2026-03-312026-05-01

ASTRAZENECA PLC ASTRAZENECA PLC2.6K sharesnew addition2026-03-312026-05-01

IUSB ISHARES TR10.6K shares25.82%2026-03-312026-05-01

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RSG REPUBLIC SVCS INC2.2K shares36.67%2026-03-312026-05-01

BAX BAXTER INTL INC28.9K shares-8.79%2026-03-312026-05-01

CEF SPROTT ASSET MANAGEMENT LP10.1K shares-13.69%2026-03-312026-05-01

LQD ISHARES TR4.4K shares21.82%2026-03-312026-05-01

CDNS CADENCE DESIGN SYSTEM INC1.7K shares-2.77%2026-03-312026-05-01

KTB KONTOOR BRANDS INC6.7K shares0.12%2026-03-312026-05-01

JMTG J P MORGAN EXCHANGE TRADED F9.3K shares0.00%2026-03-312026-05-01

MGC VANGUARD WORLD FD2.0K shares0.00%2026-03-312026-05-01

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DGRO ISHARES TR6.7K shares24.77%2026-03-312026-05-01

KMI KINDER MORGAN INC DEL13.8K shares1.54%2026-03-312026-05-01

IYZ ISHARES TR11.7K shares0.00%2026-03-312026-05-01

VRT VERTIV HOLDINGS CO1.8K shares4.46%2026-03-312026-05-01

ESGE ISHARES INC10.1K shares-0.97%2026-03-312026-05-01

TTEK TETRA TECH INC NEW15.2K shares-3.72%2026-03-312026-05-01

NRG NRG ENERGY INC3.1K shares0.00%2026-03-312026-05-01

NVT NVENT ELEC PLC3.8K sharesnew addition2026-03-312026-05-01

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IQLT ISHARES TR9.7K shares1.25%2026-03-312026-05-01

EFX EQUIFAX INC2.5K shares0.00%2026-03-312026-05-01

VOOG VANGUARD ADMIRAL FDS INC1.1K sharesnew addition2026-03-312026-05-01

DLN WISDOMTREE TR4.8K shares-0.78%2026-03-312026-05-01

JMOM J P MORGAN EXCHANGE TRADED F6.3K sharesnew addition2026-03-312026-05-01

MET METLIFE INC5.8K shares-4.78%2026-03-312026-05-01

EME EMCOR GROUP INC549 shares0.37%2026-03-312026-05-01

CAG CONAGRA BRANDS INC25.8K shares-3.00%2026-03-312026-05-01

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ZBH ZIMMER BIOMET HOLDINGS INC4.4K shares-6.26%2026-03-312026-05-01

EOG EOG RES INC2.8K shares-6.55%2026-03-312026-05-01

BSV VANGUARD BD INDEX FDS5.0K shares14.18%2026-03-312026-05-01

ED CONSOLIDATED EDISON INC3.5K shares-14.18%2026-03-312026-05-01

ESML ISHARES TR8.2K shares3.54%2026-03-312026-05-01

O REALTY INCOME CORP6.3K shares19.11%2026-03-312026-05-01

BTI BRITISH AMERN TOB PLC6.6K shares-31.10%2026-03-312026-05-01

GDX VANECK ETF TRUST4.2K shares2.84%2026-03-312026-05-01

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AGI ALAMOS GOLD INC8.6K shares-20.37%2026-03-312026-05-01

CLX CLOROX CO DEL3.7K shares-5.16%2026-03-312026-05-01

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PHM PULTE GROUP INC3.2K shares-5.09%2026-03-312026-05-01

IGV ISHARES TR4.7K sharesnew addition2026-03-312026-05-01

OEF ISHARES TR1.2K shares10.71%2026-03-312026-05-01

KRE SPDR SERIES TRUST5.7K shares-5.69%2026-03-312026-05-01

IGIB ISHARES TR7.0K sharesnew addition2026-03-312026-05-01

Sponsored

IYT ISHARES TR5.0K shares0.00%2026-03-312026-05-01

BALL BALL CORP6.3K shares-10.36%2026-03-312026-05-01

MU MICRON TECHNOLOGY INC1.1K shares-27.68%2026-03-312026-05-01

DFSE DIMENSIONAL ETF TRUST8.6K shares2.12%2026-03-312026-05-01

TIP ISHARES TR3.2K shares26.58%2026-03-312026-05-01

SPDR SERIES TRUST SPDR SERIES TRUST3.7K shares0.00%2026-03-312026-05-01

CARR CARRIER GLOBAL CORPORATION6.3K shares-1.47%2026-03-312026-05-01

DTD WISDOMTREE TR4.1K shares-0.78%2026-03-312026-05-01

Sponsored

F FORD MTR CO30.6K shares-8.52%2026-03-312026-05-01

DFAU DIMENSIONAL ETF TRUST7.8K shares0.39%2026-03-312026-05-01

CITIGROUP INC CITIGROUP INC3.1K shares0.10%2026-03-312026-05-01

MTB M & T BK CORP1.7K shares-0.12%2026-03-312026-05-01

RWR SPDR SERIES TRUST3.4K shares-49.77%2026-03-312026-05-01

JQUA J P MORGAN EXCHANGE TRADED F5.6K sharesnew addition2026-03-312026-05-01

GWW WW GRAINGER INC315 sharesnew addition2026-03-312026-05-01

MCHP MICROCHIP TECHNOLOGY INC.5.2K shares-9.10%2026-03-312026-05-01

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP4.1K shares0.19%2026-03-312026-05-01

CENCORA INC CENCORA INC1.1K shares2.90%2026-03-312026-05-01

UTL UNITIL CORP6.4K shares0.00%2026-03-312026-05-01

DFNM DIMENSIONAL ETF TRUST6.9K shares0.00%2026-03-312026-05-01

AAPL

APPLE INC

0.53%

Shares1.4M

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

-1.83%

Shares1.8M

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

2.18%

Shares1.0M

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

5.31%

Shares779.5K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-1.51%

Shares712.2K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

-1.39%

Shares932.8K

Event2026-03-31

Filed2026-05-01

BROADCOM INC

0.98%

Shares534.7K

Event2026-03-31

Filed2026-05-01

GVI

ISHARES TR

6.91%

Shares1.3M

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

1.54%

Shares448.3K

Event2026-03-31

Filed2026-05-01

XOM

EXXON MOBIL CORP

3.86%

Shares711.0K

Event2026-03-31

Filed2026-05-01

CAT

CATERPILLAR INC

-4.04%

Shares155.8K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

4.62%

Shares384.5K

Event2026-03-31

Filed2026-05-01

ABBV

ABBVIE INC

0.69%

Shares485.3K

Event2026-03-31

Filed2026-05-01

VEA

VANGUARD TAX-MANAGED FDS

2.75%

Shares1.6M

Event2026-03-31

Filed2026-05-01

WMT

WALMART INC

-3.19%

Shares819.1K

Event2026-03-31

Filed2026-05-01

DFAS

DIMENSIONAL ETF TRUST

-0.60%

Shares1.4M

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

4.78%

Shares195.4K

Event2026-03-31

Filed2026-05-01

MERCK & CO INC

-2.52%

Shares747.6K

Event2026-03-31

Filed2026-05-01

RTX

RTX CORPORATION

-2.29%

Shares458.7K

Event2026-03-31

Filed2026-05-01

CSCO

CISCO SYS INC

0.26%

Shares1.1M

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

-10.19%

Shares136.6K

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

0.29%

Shares125.4K

Event2026-03-31

Filed2026-05-01

COST

COSTCO WHOLESALE CORPORATION

6.80%

Shares81.7K

Event2026-03-31

Filed2026-05-01