Sponsored

The Analysis of MITCHELL MCLEOD PUGH & WILLIAMS INC's Holdings & P&L

Currently, MITCHELL MCLEOD PUGH & WILLIAMS INC holds 283 types of securities in its portfolio with a total value $677.6M. In the most recent quarter, they have increased their positions in VUG (+6.3K shares, valued at $2.8M), VO (+7.3K shares, valued at $2.1M), VTV (+10.0K shares, valued at $2.0M); decreased their positions in NVDA (-4.3K shares, valued at $745.6K), GLW (-3.5K shares, valued at $475.9K), VWO (-8.0K shares, valued at $430.5K); initiated new positions in DFAE (+27.4K shares, valued at $928.0K), BROS (+5.0K shares, valued at $253.3K), DFAI (+6.4K shares, valued at $247.5K).

1M P&L

+25.2M+3.99%

3M P&L

-318.3M-32.64%

HY P&L

-298.7M-31.26%

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/A252.9M

44.1%

2Consumer Electronics31.0M

5.4%

3Semiconductors24.3M

4.2%

Top Industries by Stock Count

1N/A70 stocks

26.8%

2Drug Manufacturers - General8 stocks

3.1%

3Semiconductors8 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS81.6K shares0.51%2026-03-312026-04-24

VUG VANGUARD INDEX FDS104.4K shares6.48%2026-03-312026-04-24

VTV VANGUARD INDEX FDS196.0K shares5.40%2026-03-312026-04-24

VO VANGUARD INDEX FDS116.3K shares6.65%2026-03-312026-04-24

AAPL APPLE INC122.0K shares0.10%2026-03-312026-04-24

NVDA NVIDIA CORPORATION92.5K shares-4.42%2026-03-312026-04-24

MSFT MICROSOFT CORP43.0K shares1.69%2026-03-312026-04-24

VB VANGUARD INDEX FDS51.5K shares-2.21%2026-03-312026-04-24

Sponsored

BIV VANGUARD BD INDEX FDS163.4K shares4.66%2026-03-312026-04-24

ALPHABET INC ALPHABET INC40.6K shares-0.15%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL23.3K shares0.44%2026-03-312026-04-24

COWZ PACER FDS TR151.2K shares-0.12%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS144.1K shares6.17%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO30.7K shares-1.62%2026-03-312026-04-24

AMZN AMAZON COM INC43.2K shares4.35%2026-03-312026-04-24

FBCG FIDELITY COVINGTON TRUST174.3K shares13.78%2026-03-312026-04-24

Sponsored

BROADCOM INC BROADCOM INC27.7K shares-0.01%2026-03-312026-04-24

CAT CATERPILLAR INC10.4K shares-2.04%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON27.9K shares-0.57%2026-03-312026-04-24

XOM EXXON MOBIL CORP40.1K shares0.53%2026-03-312026-04-24

SO SOUTHERN CO67.4K shares0.03%2026-03-312026-04-24

WMT WALMART INC51.0K shares-2.49%2026-03-312026-04-24

VXUS VANGUARD STAR FDS75.2K shares6.74%2026-03-312026-04-24

LLY ELI LILLY & CO6.2K shares0.00%2026-03-312026-04-24

Sponsored

SFBS SERVISFIRST BANCSHARES INC78.1K shares0.00%2026-03-312026-04-24

VTI VANGUARD INDEX FDS17.5K shares3.38%2026-03-312026-04-24

CVX CHEVRON CORPORATION23.6K shares-0.24%2026-03-312026-04-24

HD HOME DEPOT INC14.8K shares-0.42%2026-03-312026-04-24

TSLA TESLA INC12.5K shares0.00%2026-03-312026-04-24

AMAT APPLIED MATLS INC12.9K shares-6.40%2026-03-312026-04-24

GLD SPDR GOLD TR9.5K shares6.14%2026-03-312026-04-24

ALPHABET INC ALPHABET INC14.1K shares0.00%2026-03-312026-04-24

Sponsored

META META PLATFORMS INC6.9K shares-0.53%2026-03-312026-04-24

ABBV ABBVIE INC17.4K shares-0.06%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T5.6K shares3.29%2026-03-312026-04-24

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares25.00%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR6.2K shares3.54%2026-03-312026-04-24

PG PROCTER & GAMBLE CO23.9K shares0.98%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION3.4K shares-3.78%2026-03-312026-04-24

EPD ENTERPRISE PRODS PARTNERS L85.5K shares-0.47%2026-03-312026-04-24

Sponsored

VTEB VANGUARD MUN BD FDS64.8K shares4.75%2026-03-312026-04-24

RTX RTX CORPORATION16.7K shares0.61%2026-03-312026-04-24

AXP AMERICAN EXPRESS CO10.6K shares1.54%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS13.1K shares4.75%2026-03-312026-04-24

VWO VANGUARD INTL EQUITY INDEX F58.3K shares-12.02%2026-03-312026-04-24

DFCF DIMENSIONAL ETF TRUST74.3K shares-9.25%2026-03-312026-04-24

GLW CORNING INC22.1K shares-13.67%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC23.4K shares3.29%2026-03-312026-04-24

Sponsored

BAC BANK AMERICA CORP57.5K shares1.10%2026-03-312026-04-24

BND VANGUARD BD INDEX FDS36.3K shares27.11%2026-03-312026-04-24

VCIT VANGUARD SCOTTSDALE FDS32.3K shares19.38%2026-03-312026-04-24

DGRO ISHARES TR37.3K shares0.00%2026-03-312026-04-24

DE DEERE & CO4.5K shares-0.64%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE8.9K shares0.68%2026-03-312026-04-24

YUM YUM BRANDS INC15.7K shares-0.18%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC16.4K shares1.08%2026-03-312026-04-24

Sponsored

WFC WELLS FARGO & CO29.7K shares0.47%2026-03-312026-04-24

SDY SPDR SERIES TRUST16.1K shares1.90%2026-03-312026-04-24

HON HONEYWELL INTL INC10.3K shares0.22%2026-03-312026-04-24

KLAC KLA CORP1.6K shares-1.19%2026-03-312026-04-24

DFAS DIMENSIONAL ETF TRUST31.0K shares474.45%2026-03-312026-04-24

TRV TRAVELERS COMPANIES INC7.6K shares-0.60%2026-03-312026-04-24

CSCO CISCO SYS INC28.3K shares2.82%2026-03-312026-04-24

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW16.2K shares0.04%2026-03-312026-04-24

Sponsored

V VISA INC6.9K shares0.61%2026-03-312026-04-24

VOE VANGUARD INDEX FDS11.1K shares4.96%2026-03-312026-04-24

KO COCA COLA CO26.6K shares4.58%2026-03-312026-04-24

LINDE PLC LINDE PLC4.0K shares1.28%2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC5.7K shares-2.39%2026-03-312026-04-24

CITIGROUP INC CITIGROUP INC17.0K shares0.01%2026-03-312026-04-24

ADP AUTOMATIC DATA PROCESSING IN9.5K shares-0.84%2026-03-312026-04-24

VLO VALERO ENERGY CORP7.7K shares0.93%2026-03-312026-04-24

Sponsored

VOT VANGUARD INDEX FDS7.3K shares4.76%2026-03-312026-04-24

BSV VANGUARD BD INDEX FDS23.8K shares7.55%2026-03-312026-04-24

VONE VANGUARD SCOTTSDALE FDS6.2K shares0.00%2026-03-312026-04-24

NFLX NETFLIX INC.19.2K shares-0.83%2026-03-312026-04-24

ET ENERGY TRANSFER L P92.3K shares-0.04%2026-03-312026-04-24

MO ALTRIA GROUP INC27.0K shares6.38%2026-03-312026-04-24

VNQ VANGUARD INDEX FDS19.8K shares-0.45%2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC6.5K shares0.00%2026-03-312026-04-24

Sponsored

GLDM WORLD GOLD TR18.4K shares36.44%2026-03-312026-04-24

MS MORGAN STANLEY10.2K shares2.09%2026-03-312026-04-24

PEP PEPSICO INC10.7K shares-1.01%2026-03-312026-04-24

QCOM QUALCOMM INC12.8K shares-0.05%2026-03-312026-04-24

UNP UNION PAC CORP6.7K shares0.55%2026-03-312026-04-24

PM PHILIP MORRIS INTL INC9.9K shares0.26%2026-03-312026-04-24

RF REGIONS FINANCIAL CORP NEW61.5K shares1.65%2026-03-312026-04-24

ADBE ADOBE INC6.6K shares-3.34%2026-03-312026-04-24

Sponsored

NEE NEXTERA ENERGY INC17.1K shares0.55%2026-03-312026-04-24

PSX PHILLIPS 668.6K shares2.70%2026-03-312026-04-24

ORCL ORACLE CORP10.5K shares-0.47%2026-03-312026-04-24

TXN TEXAS INSTRS INC7.9K shares0.00%2026-03-312026-04-24

T AT&T INC52.3K shares0.26%2026-03-312026-04-24

AFL AFLAC INC13.5K shares-0.91%2026-03-312026-04-24

LMT LOCKHEED MARTIN CORP2.3K shares0.26%2026-03-312026-04-24

XLE SELECT SECTOR SPDR TR23.1K shares0.02%2026-03-312026-04-24

Sponsored

DIS DISNEY WALT CO14.3K shares-2.59%2026-03-312026-04-24

CALF PACER FDS TR30.7K shares-21.69%2026-03-312026-04-24

VTEI VANGUARD MUN BD FDS13.8K shares-9.28%2026-03-312026-04-24

AIG AMERICAN INTL GROUP INC18.1K shares0.01%2026-03-312026-04-24

MCD MCDONALDS CORP4.3K shares0.37%2026-03-312026-04-24

CSX CSX CORP32.4K shares0.13%2026-03-312026-04-24

VMC VULCAN MATLS CO4.8K shares-0.81%2026-03-312026-04-24

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.8K shares-3.56%2026-03-312026-04-24

Sponsored

AMD ADVANCED MICRO DEVICES INC6.3K shares1.20%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC25.5K shares0.59%2026-03-312026-04-24

TMUS T-MOBILE US INC6.1K shares0.68%2026-03-312026-04-24

LOW LOWES COS INC5.3K shares0.89%2026-03-312026-04-24

IUSG ISHARES TR8.0K shares0.02%2026-03-312026-04-24

PFE PFIZER INC43.6K shares13.36%2026-03-312026-04-24

VV VANGUARD INDEX FDS4.1K shares0.02%2026-03-312026-04-24

NOC NORTHROP GRUMMAN CORP1.8K shares0.00%2026-03-312026-04-24

Sponsored

GILD GILEAD SCIENCES INC8.7K shares-4.18%2026-03-312026-04-24

HPE HEWLETT PACKARD ENTERPRISE C51.0K shares0.49%2026-03-312026-04-24

CB CHUBB LTD SWITZ3.6K shares-2.15%2026-03-312026-04-24

GEV GE VERNOVA INC1.3K shares0.00%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS5.3K shares3.68%2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC1.3K shares1.23%2026-03-312026-04-24

FBND FIDELITY MERRIMACK STR TR23.8K shares5.45%2026-03-312026-04-24

MCK MCKESSON CORP1.3K shares0.00%2026-03-312026-04-24

Sponsored

HSY HERSHEY CO5.1K shares0.16%2026-03-312026-04-24

TCHP T ROWE PRICE ETF INC23.7K shares1.02%2026-03-312026-04-24

IRM IRON MTN INC DEL10.2K shares0.00%2026-03-312026-04-24

OKE ONEOK INC NEW11.3K shares0.35%2026-03-312026-04-24

IUSV ISHARES TR9.9K shares0.10%2026-03-312026-04-24

ELV ELEVANCE HEALTH INC FORMERLY3.3K shares-0.57%2026-03-312026-04-24

BA BOEING CO4.9K shares-2.34%2026-03-312026-04-24

MDLZ MONDELEZ INTL INC16.8K shares0.84%2026-03-312026-04-24

Sponsored

IVV ISHARES TR1.5K shares-1.21%2026-03-312026-04-24

ENB ENBRIDGE INC17.5K shares-0.08%2026-03-312026-04-24

NSC NORFOLK SOUTHN CORP3.3K shares-1.21%2026-03-312026-04-24

EATON CORP PLC EATON CORP PLC2.6K shares0.97%2026-03-312026-04-24

DFAE DIMENSIONAL ETF TRUST27.4K sharesnew addition2026-03-312026-04-24

ITA ISHARES TR4.2K shares0.00%2026-03-312026-04-24

CELESTICA INC CELESTICA INC3.3K shares0.00%2026-03-312026-04-24

BMY BRISTOL-MYERS SQUIBB CO15.1K shares0.00%2026-03-312026-04-24

Sponsored

CL COLGATE PALMOLIVE CO10.5K shares0.73%2026-03-312026-04-24

TMO THERMO FISHER SCIENTIFIC INC1.8K shares0.78%2026-03-312026-04-24

NVS NOVARTIS AG5.8K shares0.00%2026-03-312026-04-24

GM GENERAL MTRS CO11.9K shares0.08%2026-03-312026-04-24

SYK STRYKER CORPORATION2.7K shares1.17%2026-03-312026-04-24

PWR QUANTA SVCS INC1.6K shares0.77%2026-03-312026-04-24

WMB WILLIAMS COS INC11.7K shares0.50%2026-03-312026-04-24

CMCSA COMCAST CORP NEW29.2K shares-1.11%2026-03-312026-04-24

Sponsored

LHX L3HARRIS TECHNOLOGIES INC2.4K shares0.00%2026-03-312026-04-24

CME CME GROUP INC2.8K shares0.91%2026-03-312026-04-24

APD AIR PRODUCTS AND CHEMICALS I2.8K shares-0.74%2026-03-312026-04-24

AMT AMERICAN TOWER CORP4.7K shares0.00%2026-03-312026-04-24

COP CONOCOPHILLIPS6.0K shares0.00%2026-03-312026-04-24

SLB SLB LIMITED15.2K shares0.45%2026-03-312026-04-24

NKE NIKE INC14.1K shares0.00%2026-03-312026-04-24

FDX FEDEX CORP2.1K shares1.96%2026-03-312026-04-24

Sponsored

ALL ALLSTATE CORP3.6K shares0.00%2026-03-312026-04-24

WM WASTE MGMT INC DEL3.2K shares0.03%2026-03-312026-04-24

CRM SALESFORCE INC3.9K shares1.29%2026-03-312026-04-24

TT TRANE TECHNOLOGIES PLC1.7K shares0.00%2026-03-312026-04-24

O REALTY INCOME CORP11.7K shares0.00%2026-03-312026-04-24

IVW ISHARES TR6.3K shares0.00%2026-03-312026-04-24

BNS BANK NOVA SCOTIA B C10.3K shares0.00%2026-03-312026-04-24

FLR FLUOR CORP15.3K shares0.00%2026-03-312026-04-24

Sponsored

ABT ABBOTT LABORATORIES6.9K shares2.34%2026-03-312026-04-24

DAL DELTA AIR LINES INC10.7K shares0.24%2026-03-312026-04-24

UBER UBER TECHNOLOGIES INC9.8K shares0.00%2026-03-312026-04-24

ADI ANALOG DEVICES INC2.2K shares0.00%2026-03-312026-04-24

DELL DELL TECHNOLOGIES INC4.2K shares17.73%2026-03-312026-04-24

PRA PROASSURANCE CORP27.8K shares2.71%2026-03-312026-04-24

AMGN AMGEN INC2.0K shares1.04%2026-03-312026-04-24

VRTX VERTEX PHARMACEUTICALS INC1.5K shares0.00%2026-03-312026-04-24

Sponsored

EBAY EBAY INC.7.3K shares-13.32%2026-03-312026-04-24

KMB KIMBERLY-CLARK CORP6.7K shares0.00%2026-03-312026-04-24

MA MASTERCARD INCORPORATED1.3K shares0.00%2026-03-312026-04-24

TFC TRUIST FINL CORP13.7K shares0.28%2026-03-312026-04-24

MPLX MPLX LP10.9K shares0.00%2026-03-312026-04-24

IJH ISHARES TR9.1K shares18.26%2026-03-312026-04-24

VYM VANGUARD WHITEHALL FDS4.1K shares0.56%2026-03-312026-04-24

TGT TARGET CORP5.0K shares0.20%2026-03-312026-04-24

Sponsored

GL GLOBE LIFE INC4.3K shares0.00%2026-03-312026-04-24

ORLY OREILLY AUTOMOTIVE INC6.5K shares0.00%2026-03-312026-04-24

CVS CVS HEALTH CORP7.9K shares-19.30%2026-03-312026-04-24

MU MICRON TECHNOLOGY INC1.7K shares24.25%2026-03-312026-04-24

PAYX PAYCHEX INC6.0K shares0.00%2026-03-312026-04-24

VDE VANGUARD WORLD FD3.2K shares3.09%2026-03-312026-04-24

YUMC YUM CHINA HLDGS INC11.3K shares-3.89%2026-03-312026-04-24

MDY STATE STR SPDR S&P MIDCAP 40888 shares0.00%2026-03-312026-04-24

Sponsored

EMR EMERSON ELEC CO4.1K shares0.00%2026-03-312026-04-24

ATO ATMOS ENERGY CORP2.9K shares0.00%2026-03-312026-04-24

MGK VANGUARD WORLD FD1.5K shares-16.83%2026-03-312026-04-24

MEDTRONIC PLC MEDTRONIC PLC6.1K shares1.36%2026-03-312026-04-24

CTVA CORTEVA INC6.3K shares0.03%2026-03-312026-04-24

SHW SHERWIN WILLIAMS CO1.6K shares0.99%2026-03-312026-04-24

CAH CARDINAL HEALTH INC2.5K shares-5.02%2026-03-312026-04-24

MGC VANGUARD WORLD FD2.2K shares0.00%2026-03-312026-04-24

Sponsored

ECL ECOLAB INC1.9K shares0.00%2026-03-312026-04-24

SPHD INVESCO EXCH TRADED FD TR II10.3K shares0.00%2026-03-312026-04-24

EIX EDISON INTL6.9K shares0.00%2026-03-312026-04-24

INTC INTEL CORP11.4K shares1.78%2026-03-312026-04-24

CEG CONSTELLATION ENERGY CORP1.8K shares0.63%2026-03-312026-04-24

WAT WATERS CORP1.6K shares27.39%2026-03-312026-04-24

DGX QUEST DIAGNOSTICS INC2.5K shares0.00%2026-03-312026-04-24

KMI KINDER MORGAN INC DEL14.5K shares-0.17%2026-03-312026-04-24

Sponsored

DLN WISDOMTREE TR5.5K shares0.00%2026-03-312026-04-24

USB US BANCORP9.3K shares-1.06%2026-03-312026-04-24

VCSH VANGUARD SCOTTSDALE FDS5.9K shares20.40%2026-03-312026-04-24

FANG DIAMONDBACK ENERGY INC2.3K shares0.00%2026-03-312026-04-24

COF CAPITAL ONE FINL CORP2.5K shares0.00%2026-03-312026-04-24

BDX BECTON DICKINSON & CO2.8K shares0.00%2026-03-312026-04-24

XLU SELECT SECTOR SPDR TR9.5K shares0.01%2026-03-312026-04-24

JCI JOHNSON CONTROLS INTERNATION3.3K shares-1.11%2026-03-312026-04-24

Sponsored

IEFA ISHARES TR4.7K shares31.80%2026-03-312026-04-24

ITW ILLINOIS TOOL WKS INC1.6K shares0.00%2026-03-312026-04-24

IWP ISHARES TR3.3K shares0.00%2026-03-312026-04-24

CLX CLOROX CO DEL3.9K shares5.49%2026-03-312026-04-24

PPG PPG INDS INC3.7K shares0.05%2026-03-312026-04-24

DFLV DIMENSIONAL ETF TRUST10.9K shares-4.27%2026-03-312026-04-24

VGT VANGUARD WORLD FD554 shares-7.97%2026-03-312026-04-24

LAM RESEARCH CORP LAM RESEARCH CORP1.8K shares0.00%2026-03-312026-04-24

Sponsored

SYY SYSCO CORP5.4K shares0.00%2026-03-312026-04-24

TOL TOLL BROTHERS INC2.8K shares0.00%2026-03-312026-04-24

URI UNITED RENTALS INC525 shares0.00%2026-03-312026-04-24

TBRG TRUBRIDGE INC25.6K shares0.00%2026-03-312026-04-24

IYE ISHARES TR5.7K shares0.00%2026-03-312026-04-24

CARR CARRIER GLOBAL CORPORATION6.5K shares0.00%2026-03-312026-04-24

PANW PALO ALTO NETWORKS INC2.3K shares-26.62%2026-03-312026-04-24

BABA ALIBABA GROUP HLDG LTD2.9K shares0.48%2026-03-312026-04-24

Sponsored

IWR ISHARES TR3.7K shares0.00%2026-03-312026-04-24

VPU VANGUARD WORLD FD1.8K shares4.45%2026-03-312026-04-24

PH PARKER-HANNIFIN CORP392 shares-1.26%2026-03-312026-04-24

IVE ISHARES TR1.7K shares0.00%2026-03-312026-04-24

IDA IDACORP INC2.4K shares0.00%2026-03-312026-04-24

WES WESTERN MIDSTREAM PARTNERS L8.4K shares0.00%2026-03-312026-04-24

HIG HARTFORD INSURANCE GROUP INC2.5K shares-28.21%2026-03-312026-04-24

ARTY ISHARES TR7.3K shares0.00%2026-03-312026-04-24

Sponsored

IWO ISHARES TR1.1K shares0.00%2026-03-312026-04-24

MSI MOTOROLA SOLUTIONS INC771 shares0.00%2026-03-312026-04-24

NEM NEWMONT CORP3.0K shares0.00%2026-03-312026-04-24

IWF ISHARES TR753 shares0.00%2026-03-312026-04-24

MP MP MATERIALS CORP6.6K shares3.75%2026-03-312026-04-24

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE16.2K shares12.52%2026-03-312026-04-24

MAR MARRIOTT INTL INC NEW955 shares0.00%2026-03-312026-04-24

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL791 shares0.00%2026-03-312026-04-24

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.5K shares0.00%2026-03-312026-04-24

SUI SUN CMNTYS INC2.4K shares0.00%2026-03-312026-04-24

SEE SEALED AIR CORP NEW7.3K shares0.00%2026-03-312026-04-24

IWM ISHARES TR1.2K shares-1.29%2026-03-312026-04-24

FELC FIDELITY COVINGTON TRUST8.1K shares0.00%2026-03-312026-04-24

SCHW SCHWAB CHARLES CORP3.1K shares1.36%2026-03-312026-04-24

IBKR INTERACTIVE BROKERS GROUP IN4.3K shares-6.49%2026-03-312026-04-24

ETR ENTERGY CORP NEW2.6K shares0.00%2026-03-312026-04-24

Sponsored

MTB M & T BK CORP1.4K shares0.00%2026-03-312026-04-24

VHT VANGUARD WORLD FD1.0K shares0.00%2026-03-312026-04-24

BR BROADRIDGE FINL SOLUTIONS IN1.7K shares0.00%2026-03-312026-04-24

IJR ISHARES TR2.2K shares8.74%2026-03-312026-04-24

HAL HALLIBURTON CO7.1K shares0.11%2026-03-312026-04-24

AEP AMERICAN ELEC PWR CO INC2.1K shares0.00%2026-03-312026-04-24

CWT CALIFORNIA WTR SVC GROUP6.0K shares0.00%2026-03-312026-04-24

CCL CARNIVAL CORP10.3K shares0.52%2026-03-312026-04-24

Sponsored

GEHC GE HEALTHCARE TECHNOLOGIES I3.7K shares0.00%2026-03-312026-04-24

DVY ISHARES TR1.7K shares0.00%2026-03-312026-04-24

SHEL SHELL PLC2.8K shares0.00%2026-03-312026-04-24

BROS DUTCH BROS INC5.0K sharesnew addition2026-03-312026-04-24

MMM 3M CO1.7K shares0.12%2026-03-312026-04-24

BUD ANHEUSER BUSCH INBEV SA NV3.6K shares0.00%2026-03-312026-04-24

DFAR DIMENSIONAL ETF TRUST10.5K shares2.89%2026-03-312026-04-24

MPC MARATHON PETE CORP1.0K shares0.00%2026-03-312026-04-24

Sponsored

DFAI DIMENSIONAL ETF TRUST6.4K sharesnew addition2026-03-312026-04-24

BKNG BOOKING HOLDINGS INC58 shares0.00%2026-03-312026-04-24

QNITY ELECTRONICS INC QNITY ELECTRONICS INC2.1K shares0.00%2026-03-312026-04-24

SLF SUN LIFE FINANCIAL INC.3.8K shares0.00%2026-03-312026-04-24

PLD PROLOGIS INC.1.8K shares0.06%2026-03-312026-04-24

OTIS OTIS WORLDWIDE CORP3.1K shares2.67%2026-03-312026-04-24

AG FIRST MAJESTIC SILVER CORP10.9K shares0.00%2026-03-312026-04-24

VOX VANGUARD WORLD FD1.3K shares0.00%2026-03-312026-04-24

Sponsored

ED CONSOLIDATED EDISON INC2.0K shares0.00%2026-03-312026-04-24

CCEP COCA-COLA EUROPACIFIC PARTNE2.5K shares0.00%2026-03-312026-04-24

BWXT BWX TECHNOLOGIES INC1.1K shares0.00%2026-03-312026-04-24

HP INC HP INC11.5K shares2.23%2026-03-312026-04-24

ADM ARCHER DANIELS MIDLAND CO3.0K shares0.07%2026-03-312026-04-24

ISRG INTUITIVE SURGICAL INC470 shares4.44%2026-03-312026-04-24

SBUX STARBUCKS CORP2.3K shares0.00%2026-03-312026-04-24

MLI MUELLER INDS INC1.9K sharesnew addition2026-03-312026-04-24

Sponsored

AZO AUTOZONE INC60 shares0.00%2026-03-312026-04-24

NZF NUVEEN MUN CR INCOME FD11.0K shares0.00%2026-03-312026-04-24

WHEELS UP EXPERIENCE INC WHEELS UP EXPERIENCE INC10.1K shares0.00%2026-03-312026-04-24

VANGUARD INDEX FDS

0.51%

Shares81.6K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

6.48%

Shares104.4K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

5.40%

Shares196.0K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

6.65%

Shares116.3K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

0.10%

Shares122.0K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-4.42%

Shares92.5K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

1.69%

Shares43.0K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-2.21%

Shares51.5K

Event2026-03-31

Filed2026-04-24

BIV

VANGUARD BD INDEX FDS

4.66%

Shares163.4K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-0.15%

Shares40.6K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

0.44%

Shares23.3K

Event2026-03-31

Filed2026-04-24

COWZ

PACER FDS TR

-0.12%

Shares151.2K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

6.17%

Shares144.1K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-1.62%

Shares30.7K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

4.35%

Shares43.2K

Event2026-03-31

Filed2026-04-24

FBCG

FIDELITY COVINGTON TRUST

13.78%

Shares174.3K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

-0.01%

Shares27.7K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

-2.04%

Shares10.4K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

-0.57%

Shares27.9K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

0.53%

Shares40.1K

Event2026-03-31

Filed2026-04-24

SOUTHERN CO

0.03%

Shares67.4K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

-2.49%

Shares51.0K

Event2026-03-31

Filed2026-04-24

VXUS

VANGUARD STAR FDS

6.74%

Shares75.2K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-24

SFBS

SERVISFIRST BANCSHARES INC

0.00%

Shares78.1K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

3.38%

Shares17.5K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

-0.24%

Shares23.6K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

-0.42%

Shares14.8K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

0.00%

Shares12.5K

Event2026-03-31

Filed2026-04-24

AMAT

APPLIED MATLS INC

-6.40%

Shares12.9K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD TR

6.14%

Shares9.5K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

0.00%

Shares14.1K

Event2026-03-31

Filed2026-04-24