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The Analysis of MONETARY MANAGEMENT GROUP INC's Holdings & P&L

Currently, MONETARY MANAGEMENT GROUP INC holds 332 types of securities in its portfolio with a total value $418.7M. In the most recent quarter, they have increased their positions in N/A (+37.3K shares, valued at $8.0M), DELL (+17.6K shares, valued at $2.9M), N/A (+1.3K shares, valued at $1.1M); decreased their positions in NVDA (-4.4K shares, valued at $759.5K), QCOM (-5.5K shares, valued at $701.9K), N/A (-3.5K shares, valued at $690.3K); initiated new positions in N/A (+37.3K shares, valued at $8.0M), DELL (+17.6K shares, valued at $2.9M), PLTR (+7.1K shares, valued at $1.0M).

1M P&L

+8.2M+1.93%

3M P&L

+20.6M+5.01%

HY P&L

+41.8M+10.71%

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

1Semiconductors44.4M

12.6%

2Software - Infrastructure43.1M

12.3%

3Drug Manufacturers - General34.6M

9.8%

Top Industries by Stock Count

1N/A42 stocks

17.3%

2Utilities - Regulated Electric10 stocks

4.1%

3Specialty Industrial Machinery10 stocks

4.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA Nvidia Corp Com181.1K shares-2.35%2026-03-312026-05-13

AAPL Apple Inc Com121.0K shares-0.43%2026-03-312026-05-13

MSFT Microsoft Corp Com69.9K shares0.33%2026-03-312026-05-13

Broadcom Inc Com Broadcom Inc Com50.1K shares0.49%2026-03-312026-05-13

LLY Lilly Eli & Co Com15.7K shares-1.91%2026-03-312026-05-13

Alphabet Inc Cl A Alphabet Inc Cl A43.3K shares0.91%2026-03-312026-05-13

AMZN Amazon.Com Inc Com46.4K shares0.12%2026-03-312026-05-13

Lam Research Corp Lam Research Corp37.3K sharesnew addition2026-03-312026-05-13

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Meta Platforms Inc. Meta Platforms Inc.13.8K shares0.29%2026-03-312026-05-13

HD Home Depot Inc Com22.7K shares-0.22%2026-03-312026-05-13

ABBV Abbvie Inc Com34.2K shares0.00%2026-03-312026-05-13

JPM JPMorgan Chase & Co.24.3K shares0.45%2026-03-312026-05-13

IWF I Shares Tr Russell 1000 Growth Index12.9K shares-0.62%2026-03-312026-05-13

CAT Caterpillar Inc.7.7K shares-0.64%2026-03-312026-05-13

IWD I Shares Russell 1000 Value Index23.4K shares4.05%2026-03-312026-05-13

AMGN Amgen, Inc.13.3K shares0.19%2026-03-312026-05-13

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Alphabet Inc (C) Alphabet Inc (C)14.6K shares-1.02%2026-03-312026-05-13

MA Mastercard Inc Cl A8.1K shares0.87%2026-03-312026-05-13

JNJ Johnson & Johnson16.6K shares0.00%2026-03-312026-05-13

CVX Chevron Corp19.5K shares-1.14%2026-03-312026-05-13

KLAC Kla Corporation2.7K shares0.00%2026-03-312026-05-13

COST Costco Wholesale Corp3.9K shares1.29%2026-03-312026-05-13

LHX L3harris Tech Com10.4K shares12.18%2026-03-312026-05-13

MU Micron Technology10.4K shares6.27%2026-03-312026-05-13

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TSLA Tesla, Inc9.0K shares1.52%2026-03-312026-05-13

WMT Wal Mart Stores, Inc.26.8K shares-5.89%2026-03-312026-05-13

DVY IShares Select Dividend21.3K shares0.00%2026-03-312026-05-13

V Visa Inc Com Cl A10.5K shares-0.47%2026-03-312026-05-13

RTX RTX Corporation16.4K shares0.15%2026-03-312026-05-13

DELL Dell Technologies Inc17.6K sharesnew addition2026-03-312026-05-13

PEP Pepsico Inc Com18.4K shares-7.77%2026-03-312026-05-13

PM Philip Morris Intl Inc16.6K shares0.15%2026-03-312026-05-13

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CRWD Crowdstrike Hldgs Inc7.0K shares-2.83%2026-03-312026-05-13

ORCL Oracle Corp Com18.4K shares-0.97%2026-03-312026-05-13

SYK Stryker Corp7.2K shares0.35%2026-03-312026-05-13

ORLY O Reilly Automotive Inc25.3K shares0.50%2026-03-312026-05-13

PG Procter & Gamble15.8K shares1.02%2026-03-312026-05-13

XLK Sector Spdr Tr Shs Ben Int Technology17.1K shares1.94%2026-03-312026-05-13

ABT Abbott Laboratories21.9K shares-0.45%2026-03-312026-05-13

AMD Advanced Micro Devices10.5K shares-1.18%2026-03-312026-05-13

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Berkshire Hathaway Class B Berkshire Hathaway Class B4.3K shares0.00%2026-03-312026-05-13

APH Amphenol Corp Cl A16.1K shares17.02%2026-03-312026-05-13

MCD Mcdonald's Corporation6.5K shares-1.51%2026-03-312026-05-13

PH Parker Hannifin Corp2.2K shares0.45%2026-03-312026-05-13

DE Deere & Company3.5K shares0.00%2026-03-312026-05-13

Tortoise Energy Infrastructure Clsd Fund Tortoise Energy Infrastructure Clsd Fund40.0K shares-1.51%2026-03-312026-05-13

GE Aerospace GE Aerospace7.0K shares110.04%2026-03-312026-05-13

Select SPDR Energy Select SPDR Energy31.7K shares-7.31%2026-03-312026-05-13

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Merck & Co Inc Merck & Co Inc16.0K shares-0.62%2026-03-312026-05-13

UNH Unitedhealth Group Inc.7.1K shares-2.75%2026-03-312026-05-13

NFLX Netflix Inc Com19.9K shares3.64%2026-03-312026-05-13

TJX TJX Cos. Inc.11.9K shares0.29%2026-03-312026-05-13

IVV IShares S&P 500 Index2.9K shares0.00%2026-03-312026-05-13

LOW Lowes Co.7.9K shares0.00%2026-03-312026-05-13

XOM Exxon Mobil Corp10.6K shares0.00%2026-03-312026-05-13

Select Sector SPDR Financial Select Sector SPDR Financial36.2K shares2.84%2026-03-312026-05-13

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IWM IShares Russell 2000 Index Fd7.2K shares3.83%2026-03-312026-05-13

OKE Oneok Inc.19.6K shares2.36%2026-03-312026-05-13

WMB Williams Co.S24.0K shares-6.07%2026-03-312026-05-13

SOXX Ishares Phlx Semiconductor5.1K shares0.00%2026-03-312026-05-13

Select Sector Spider Con Disc Select Sector Spider Con Disc15.5K shares0.65%2026-03-312026-05-13

ASML Holding ASML Holding1.3K shares18.60%2026-03-312026-05-13

OLN Olin Corporation56.1K shares0.00%2026-03-312026-05-13

IBM IBM Corp6.8K shares-6.88%2026-03-312026-05-13

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SHW Sherwin Williams Co4.8K shares0.00%2026-03-312026-05-13

QCOM Qualcomm Inc11.9K shares-31.37%2026-03-312026-05-13

IDV IShares International Select Dividend36.0K shares0.00%2026-03-312026-05-13

TSM Taiwan Semiconductor4.4K shares36.43%2026-03-312026-05-13

CSCO Cisco Systems Inc.18.9K shares0.00%2026-03-312026-05-13

GS Goldman Sachs Group1.7K shares0.29%2026-03-312026-05-13

HON Honeywell International6.2K shares11.16%2026-03-312026-05-13

VZ Verizon Communications27.5K shares0.92%2026-03-312026-05-13

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IWR Ishares Russell Midcap Index Fund14.1K shares3.30%2026-03-312026-05-13

PANW Palo Alto Networks, Inc.8.3K shares-1.43%2026-03-312026-05-13

CMI Cummins Inc.2.4K shares33.61%2026-03-312026-05-13

NEE Nextera Energy Inc.13.7K shares0.00%2026-03-312026-05-13

ET Energy Transfer Partners, LP64.0K shares0.00%2026-03-312026-05-13

NOC Northrop Grumman Corp1.8K shares0.00%2026-03-312026-05-13

SPY Standard & Poors Dep Rec Trust1.9K shares0.00%2026-03-312026-05-13

GE Vernova Com GE Vernova Com1.3K shares2141.67%2026-03-312026-05-13

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Select Sector Spider Industrial Select Sector Spider Industrial7.2K shares0.35%2026-03-312026-05-13

EPD Enterprise Prods Partners Lp30.2K shares0.00%2026-03-312026-05-13

Accenture Plc Accenture Plc5.5K shares2.78%2026-03-312026-05-13

ADP Automatic Data Processing5.3K shares-2.76%2026-03-312026-05-13

Invesco QQQ Trust Invesco QQQ Trust1.9K shares0.00%2026-03-312026-05-13

ADBE Adobe Inc.4.4K shares103.25%2026-03-312026-05-13

PLTR Palantir Technologies7.1K sharesnew addition2026-03-312026-05-13

UNP Union Pac Corp Com4.3K shares0.59%2026-03-312026-05-13

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PFE Pfizer, Inc.36.7K shares-2.39%2026-03-312026-05-13

AJG Gallagher Arthur J4.7K shares96.67%2026-03-312026-05-13

ED Consolidated Edison8.8K shares0.00%2026-03-312026-05-13

KO Coca Cola Co13.2K shares0.00%2026-03-312026-05-13

WELL Welltower Inc.4.9K shares-7.94%2026-03-312026-05-13

Diamondback Energy Diamondback Energy4.8K shares-11.42%2026-03-312026-05-13

S&P SPDR Utilities S&P SPDR Utilities20.4K shares4.08%2026-03-312026-05-13

UBER Uber Technologies Inc13.0K sharesnew addition2026-03-312026-05-13

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Select Spiders Consumer Staples Select Spiders Consumer Staples11.3K shares4.63%2026-03-312026-05-13

SBUX Starbucks Corp10.3K shares0.00%2026-03-312026-05-13

TMO Thermo Fisher Corp1.9K shares-33.33%2026-03-312026-05-13

COF Capital One Financial Corp5.0K shares-1.96%2026-03-312026-05-13

SO Southern Co.9.4K shares0.00%2026-03-312026-05-13

XLC Communication Services Select Sector Fd8.0K shares0.00%2026-03-312026-05-13

CDNS Cadence Design Sys3.2K shares-0.16%2026-03-312026-05-13

CVS CVS Health Corporation12.3K shares0.00%2026-03-312026-05-13

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LNG Cheniere Energy Inc3.1K shares-32.72%2026-03-312026-05-13

HIG Hartford Financial Services6.3K shares-7.35%2026-03-312026-05-13

UTG Reaves Utility Inc. Tr21.5K shares4.88%2026-03-312026-05-13

CB Chubb Ltd Com2.5K shares0.00%2026-03-312026-05-13

Glaxosmithkline Plc Adr Glaxosmithkline Plc Adr14.7K shares-1.68%2026-03-312026-05-13

BKNG Booking Hldgs Inc Com192 shares2.13%2026-03-312026-05-13

SPG Simon Property Group4.3K shares0.00%2026-03-312026-05-13

Medtronic Inc Medtronic Inc9.3K shares0.00%2026-03-312026-05-13

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LMT Lockheed Martin Corp1.3K shares0.00%2026-03-312026-05-13

IWS IShares Russell Midcap Value Index5.3K shares0.00%2026-03-312026-05-13

BMY Bristol-Myers12.8K shares-0.43%2026-03-312026-05-13

AFL Aflac7.0K shares0.00%2026-03-312026-05-13

WFC Wells Fargo9.6K shares0.00%2026-03-312026-05-13

Duke Energy Corp. Duke Energy Corp.5.7K shares0.00%2026-03-312026-05-13

PGR Progressive Corp3.7K shares0.54%2026-03-312026-05-13

SNPS Synopsys Inc Com1.8K shares0.00%2026-03-312026-05-13

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AXP American Express Co2.3K shares-2.11%2026-03-312026-05-13

Targa Resources Corp Targa Resources Corp2.8K shares2.96%2026-03-312026-05-13

Select SPDR Materials (XLB) Select SPDR Materials (XLB)13.8K shares9.52%2026-03-312026-05-13

KYN Kayne Anderson Mlp48.3K shares0.00%2026-03-312026-05-13

MPLX MPLX Com Unit Rep LTD11.6K shares0.00%2026-03-312026-05-13

AIG American International Group, Inc.8.5K shares0.00%2026-03-312026-05-13

EMR Emerson Electric4.7K shares0.00%2026-03-312026-05-13

ISRG Intuitive Surgical Inc1.3K shares0.76%2026-03-312026-05-13

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USB US Bancorp11.7K shares0.00%2026-03-312026-05-13

General Dynamics General Dynamics1.8K shares0.00%2026-03-312026-05-13

INTC Intel Corporation13.4K shares0.00%2026-03-312026-05-13

NUE Nucor Corp.3.5K shares0.00%2026-03-312026-05-13

Real Estate Select Sector SPDR Fund Real Estate Select Sector SPDR Fund14.4K shares7.48%2026-03-312026-05-13

VMC Vulcan Materials Co2.1K shares-4.44%2026-03-312026-05-13

AEP American Electric Power Company, Inc.4.3K shares0.00%2026-03-312026-05-13

CWEN Clearway Energy, Inc.14.4K shares0.00%2026-03-312026-05-13

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REGN Regeneron Pharma Inc712 shares0.00%2026-03-312026-05-13

INTU Intuit Com1.3K shares93.85%2026-03-312026-05-13

Astrazeneca Plc Astrazeneca Plc2.8K shares-56.00%2026-03-312026-05-13

NX Quanex Corp30.0K shares0.00%2026-03-312026-05-13

KMI Kinder Morgan Inc16.0K shares0.00%2026-03-312026-05-13

IGV IShares Expanded Tech-Software6.7K shares-2.20%2026-03-312026-05-13

MUB IShares Muni Bond5.0K shares0.00%2026-03-312026-05-13

AMAT Applied Materials Inc.1.5K shares0.00%2026-03-312026-05-13

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STEW SRH Total Return Fund, Inc29.7K shares0.00%2026-03-312026-05-13

Cigna Corp Cigna Corp1.9K shares0.00%2026-03-312026-05-13

CL Colgate Palmolive5.8K shares0.00%2026-03-312026-05-13

KMB Kimberly Clark Corp.5.2K shares134.09%2026-03-312026-05-13

UPS United Parcel Services4.9K shares0.00%2026-03-312026-05-13

LH Lab Corp. Of America Holdings1.8K shares0.00%2026-03-312026-05-13

EOG EOG Resources Inc.3.3K shares0.00%2026-03-312026-05-13

DNP Select Income Fund Inc. DNP Select Income Fund Inc.44.7K shares-9.15%2026-03-312026-05-13

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ALL Allstate Corporation2.2K shares0.00%2026-03-312026-05-13

CRM Salesforce Inc2.4K shares-7.78%2026-03-312026-05-13

Select SPDR Tr Health Care Sector Select SPDR Tr Health Care Sector3.0K shares0.00%2026-03-312026-05-13

Arista Networks Inc Arista Networks Inc3.5K shares7.66%2026-03-312026-05-13

SAP SAP SE2.5K sharesnew addition2026-03-312026-05-13

MBB iShares MBS Etf4.5K shares0.00%2026-03-312026-05-13

IVW Ishares Tr S&P 500 Growth3.8K shares0.00%2026-03-312026-05-13

AMT American Tower Corp2.4K shares2.13%2026-03-312026-05-13

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NOW Servicenow Inc Com3.9K shares49.90%2026-03-312026-05-13

MDLZ Mondelez Intl Inc6.9K shares0.00%2026-03-312026-05-13

Total Energies Total Energies4.3K shares-41.38%2026-03-312026-05-13

DAL Delta Air Lines Inc5.6K shares0.00%2026-03-312026-05-13

VLO Valero Energy Corp1.5K shares0.00%2026-03-312026-05-13

HUM Humana Inc.2.1K shares0.00%2026-03-312026-05-13

ITW Illinois Tool Works1.4K shares0.00%2026-03-312026-05-13

PSX Phillips 662.0K shares-13.16%2026-03-312026-05-13

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EEM I Shares MSCI Emerg Mkts6.3K shares-7.31%2026-03-312026-05-13

EFA Ishares MSCI Eafe Index Fd3.6K shares0.83%2026-03-312026-05-13

VTV Vanguard Value Index Fund ETF1.8K shares270.83%2026-03-312026-05-13

DIS Disney Walt Co.3.6K shares0.00%2026-03-312026-05-13

NSC Norfolk Southern1.1K shares0.00%2026-03-312026-05-13

3M Company 3M Company2.3K shares-30.77%2026-03-312026-05-13

ROK Rockwell Automation900 shares80.00%2026-03-312026-05-13

Public Storage Public Storage1.2K shares0.00%2026-03-312026-05-13

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WM Waste Management Inc1.4K shares0.00%2026-03-312026-05-13

IVE Ishares Tr S&P 500 Value1.5K shares0.00%2026-03-312026-05-13

AME Ametek Inc.1.4K shares0.00%2026-03-312026-05-13

MLM Martin Marietta Materials500 shares0.00%2026-03-312026-05-13

Seagate Technology Seagate Technology750 shares0.00%2026-03-312026-05-13

Federal Realty Investment Trust Federal Realty Investment Trust2.8K shares0.00%2026-03-312026-05-13

IWP IShares Russell Midcap Growth Index2.3K shares0.00%2026-03-312026-05-13

VUG Vanguard Growth ETF632 shares565.26%2026-03-312026-05-13

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NKE Nike Inc Cl B5.0K shares-12.28%2026-03-312026-05-13

Etf Series Solutions Defiance Drone And Mo Etf Series Solutions Defiance Drone And Mo10.0K shares42.86%2026-03-312026-05-13

BAC Bankamerica Corp5.2K shares0.00%2026-03-312026-05-13

VRTX Vertex Pharma Inc565 shares1.80%2026-03-312026-05-13

SPOT Spotify Technology510 sharesnew addition2026-03-312026-05-13

Neuberger Bernman MLP Income Fund, Inc Neuberger Bernman MLP Income Fund, Inc23.2K shares231.43%2026-03-312026-05-13

PPG PPG Industries Inc.2.2K shares0.00%2026-03-312026-05-13

EXC Exelon Corporation4.6K shares0.00%2026-03-312026-05-13

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WEC Energy Group Inc. WEC Energy Group Inc.1.8K shares0.00%2026-03-312026-05-13

MGK Vanguard Mega Cap Growth Index Fund550 shares0.00%2026-03-312026-05-13

T AT&T6.9K shares0.00%2026-03-312026-05-13

Vivani Medical Ord Shs Vivani Medical Ord Shs194.0K shares0.00%2026-03-312026-05-13

AEE Ameren Corp1.8K shares0.00%2026-03-312026-05-13

NVS Novartis Ag1.3K shares0.00%2026-03-312026-05-13

MPC Marathon Pete Corp775 shares0.00%2026-03-312026-05-13

COP Conocophillips1.4K shares-17.63%2026-03-312026-05-13

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IRM Iron Mountain, Inc.1.8K shares0.00%2026-03-312026-05-13

APP Applovin Class A440 sharesnew addition2026-03-312026-05-13

CMCSA Comcast Corp Cl A5.8K shares-1.22%2026-03-312026-05-13

APD Air Products & Chemicals575 shares-14.81%2026-03-312026-05-13

YUM Yum Brands, Inc.1.1K shares0.00%2026-03-312026-05-13

MO Altria Group, Inc.2.5K shares0.00%2026-03-312026-05-13

FCX Freeport Mcmoran Copper & Gold2.8K shares40.00%2026-03-312026-05-13

MS Morgan Stanley1.0K shares0.00%2026-03-312026-05-13

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GWW Grainger W W Inc.150 shares0.00%2026-03-312026-05-13

BWX Technologies BWX Technologies800 shares-66.67%2026-03-312026-05-13

GNRC Generac Holdings Inc.800 shares-38.46%2026-03-312026-05-13

Citigroup Citigroup1.4K shares0.00%2026-03-312026-05-13

Spire, Inc. (formerly Laclede Gas) Spire, Inc. (formerly Laclede Gas)1.6K shares0.00%2026-03-312026-05-13

TXN Texas Instruments Inc750 shares-51.30%2026-03-312026-05-13

MET Metlife Inc Com2.0K shares0.00%2026-03-312026-05-13

SLV Ishares Silver Trust2.0K shares0.00%2026-03-312026-05-13

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Vaneck Etf Trust Vaneck Uranium And Nuclea Vaneck Etf Trust Vaneck Uranium And Nuclea1.0K sharesnew addition2026-03-312026-05-13

Sprott Funds Trust Sprott Uranium Miners E Sprott Funds Trust Sprott Uranium Miners E2.1K sharesnew addition2026-03-312026-05-13

VB Vanguard Small Cap ETF500 sharesnew addition2026-03-312026-05-13

BEP Brookfield Renewable Partners LP4.0K shares0.00%2026-03-312026-05-13

Nestles Sa Spons Adr Nestles Sa Spons Adr1.3K shares0.00%2026-03-312026-05-13

XPLR Infrastructure, LP XPLR Infrastructure, LP12.0K shares0.00%2026-03-312026-05-13

VO Vanguard Mid-Cap ETF440 sharesnew addition2026-03-312026-05-13

DOV Dover Corp600 shares0.00%2026-03-312026-05-13

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Blackstone Group Blackstone Group1.1K shares0.00%2026-03-312026-05-13

MAR Marriott International375 shares0.00%2026-03-312026-05-13

BSX Boston Scientific Corp1.9K shares-56.34%2026-03-312026-05-13

IHI iShares US Medical Devices ETF2.1K shares-12.50%2026-03-312026-05-13

CLX Clorox Co-Del1.1K shares0.00%2026-03-312026-05-13

MTB M & T Bank Corp500 shares0.00%2026-03-312026-05-13

Johnson Controls International Plc Johnson Controls International Plc750 shares0.00%2026-03-312026-05-13

CQP Cheniere Energy1.5K sharesnew addition2026-03-312026-05-13

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DLR Digital Realty Trust Inc.512 shares-43.86%2026-03-312026-05-13

GIS General Mills Inc.2.5K shares0.00%2026-03-312026-05-13

MCK Mckesson Corp100 shares0.00%2026-03-312026-05-13

Constellation Energy Ord Shs Constellation Energy Ord Shs300 shares-76.92%2026-03-312026-05-13

Easterly Government Properties, Inc Easterly Government Properties, Inc3.9K shares-9.41%2026-03-312026-05-13

CHI Calamos Conv Opp Inc Fund7.5K shares0.00%2026-03-312026-05-13

Yum China Holdings, Inc Yum China Holdings, Inc1.6K shares0.00%2026-03-312026-05-13

GGG Graco Inc.900 shares0.00%2026-03-312026-05-13

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DVN Devon Energy Corp.1.5K shares-25.00%2026-03-312026-05-13

Tetra Tech Inc New Tetra Tech Inc New2.5K shares-44.44%2026-03-312026-05-13

TRV The Travelers Companies251 shares0.00%2026-03-312026-05-13

ELV Elevance Health Inc250 shares0.00%2026-03-312026-05-13

CTVA Corteva Inc872 shares0.00%2026-03-312026-05-13

IYR Ishares US Real Estate750 shares0.00%2026-03-312026-05-13

Solstice Advanced Materials Inc Solstice Advanced Materials Inc916 shares-2.66%2026-03-312026-05-13

AWK American Waterworks Co500 shares0.00%2026-03-312026-05-13

Sponsored

VWO Vanguard FTSE Emerging Markets1.3K sharesnew addition2026-03-312026-05-13

Wal-Mart De Mexico Sa-Sp Adr Wal-Mart De Mexico Sa-Sp Adr2.0K shares0.00%2026-03-312026-05-13

JBHT JB Hunt Transport300 shares0.00%2026-03-312026-05-13

SCHW Charles Schwab650 shares0.00%2026-03-312026-05-13

MOG.A Moog, Inc.200 shares0.00%2026-03-312026-05-13

VEA Vanguard FTSE Developed Markets900 sharesnew addition2026-03-312026-05-13

FITB Fifth Third Bnc1.2K shares0.00%2026-03-312026-05-13

ITT Inc. ITT Inc.300 shares0.00%2026-03-312026-05-13

Sponsored

SLB Schlumberger Ltd1.1K shares0.00%2026-03-312026-05-13

Bunge Limited Bunge Limited400 shares0.00%2026-03-312026-05-13

PAYX Paychex550 shares0.00%2026-03-312026-05-13

Linde PLC Ordinary Share Linde PLC Ordinary Share100 shares0.00%2026-03-312026-05-13

Marvell Technology, Inc. Marvell Technology, Inc.500 shares-78.26%2026-03-312026-05-13

Standard & Poors Midcap 400 Standard & Poors Midcap 40080 shares0.00%2026-03-312026-05-13

IBB I Shares Nasdaq Bitotech Fd290 shares0.00%2026-03-312026-05-13

ABR Arbor Realty Trust Reit Ord Shs6.3K shares0.00%2026-03-312026-05-13

Sponsored

BP British Petroleum Ads1.0K shares0.00%2026-03-312026-05-13

Market Vectors Gold Miners ETF Market Vectors Gold Miners ETF500 shares0.00%2026-03-312026-05-13

CBSH Commerce Bancshares Inc.891 shares0.00%2026-03-312026-05-13

SYY Sysco Corp.600 shares-33.33%2026-03-312026-05-13

PNW Pinnacle West Capital400 shares0.00%2026-03-312026-05-13

CMG Chipotle Mexican Grill Inc.1.3K shares0.00%2026-03-312026-05-13

BA Boeing200 shares0.00%2026-03-312026-05-13

XEL Xcel Energy500 shares0.00%2026-03-312026-05-13

Sponsored

DHR Danaher200 shares0.00%2026-03-312026-05-13

IWV IShares Russell 3000 ETF100 shares0.00%2026-03-312026-05-13

TR Tootsie Roll Inds Inc.856 shares0.00%2026-03-312026-05-13

LPX Louisiana Pac Corp500 shares0.00%2026-03-312026-05-13

VGT Vanguard Info Tech50 shares0.00%2026-03-312026-05-13

GILD Gilead Sciences Inc250 shares0.00%2026-03-312026-05-13

Aptiv PLC Aptiv PLC500 sharesnew addition2026-03-312026-05-13

F Ford Motor Co3.0K shares0.00%2026-03-312026-05-13

Sponsored

CTSH Cognizant Technology Solutions Corp550 shares0.00%2026-03-312026-05-13

CSX CSX Corp800 shares0.00%2026-03-312026-05-13

QTEC First Trust NASDAQ-100 Tech Sector Index F150 shares0.00%2026-03-312026-05-13

Lyondellbasell Industries Lyondellbasell Industries400 shares0.00%2026-03-312026-05-13

ICE Intercontinental Exchange Inc200 shares0.00%2026-03-312026-05-13

VHT Vanguard Health Care Index Fund110 shares-4.35%2026-03-312026-05-13

SPDR S&P Bank Etf SPDR S&P Bank Etf500 shares0.00%2026-03-312026-05-13

D Dominion Energy Inc.479 shares0.00%2026-03-312026-05-13

Sponsored

Electro Optic Systems Holdings Electro Optic Systems Holdings5.0K shares0.00%2026-03-312026-05-13

BTI British American Tobacco500 shares-16.67%2026-03-312026-05-13

SJM Smucker Jm Co300 shares-14.29%2026-03-312026-05-13

Spdr Dow Jones Indl Average Etf Tr Unit Se Spdr Dow Jones Indl Average Etf Tr Unit Se61 shares0.00%2026-03-312026-05-13

OTIS Otis Worldwide Corporation359 shares-29.47%2026-03-312026-05-13

Northwest Natural Holding CO Northwest Natural Holding CO500 shares0.00%2026-03-312026-05-13

Jacob Solutions Inc Jacob Solutions Inc200 shares0.00%2026-03-312026-05-13

ADSK Autodesk100 shares0.00%2026-03-312026-05-13

Sponsored

CRCL Circle Internet Group Inc Class A250 shares-81.82%2026-03-312026-05-13

MGEE MGE Energy300 shares0.00%2026-03-312026-05-13

VIS Vanguard Industrials Index Fund73 shares0.00%2026-03-312026-05-13

Paypal Holdings Inc Paypal Holdings Inc500 shares0.00%2026-03-312026-05-13

Veralto Ord Shs Veralto Ord Shs249 shares0.00%2026-03-312026-05-13

NEM Newmont Mining200 shares-71.43%2026-03-312026-05-13

NI Nisource Inc455 shares0.00%2026-03-312026-05-13

AVB Avalonbay Communities Inc.125 shares0.00%2026-03-312026-05-13

Sponsored

Aramark Aramark500 shares0.00%2026-03-312026-05-13

Sirius Xm Holdings Inc. Sirius Xm Holdings Inc.790 shares0.00%2026-03-312026-05-13

TROW Price T Rowe Associates200 shares0.00%2026-03-312026-05-13

VCR Vanguard Consumer Discretionary Index Fund50 shares0.00%2026-03-312026-05-13

TFC Truist Financial Corporation388 shares0.00%2026-03-312026-05-13

CARR Carrier Global Corporation300 shares-25.00%2026-03-312026-05-13

Blackrock Science & Technology Trust Blackrock Science & Technology Trust445 shares0.00%2026-03-312026-05-13

Annaly Capital Management Annaly Capital Management750 shares0.00%2026-03-312026-05-13

Sponsored

Vanguard Consumer Staples Vanguard Consumer Staples70 shares0.00%2026-03-312026-05-13

VXUS Vanguard Total International Stock ETF200 sharesnew addition2026-03-312026-05-13

Invesco ETF Equal Weighted S&P 500 Invesco ETF Equal Weighted S&P 50075 sharesnew addition2026-03-312026-05-13

AES Aes Corporation1.0K shares0.00%2026-03-312026-05-13

SRCE 1st Source Corp202 sharesnew addition2026-03-312026-05-13

ACWI IShares MSCI ACWI100 shares0.00%2026-03-312026-05-13

VOX Vanguard Communication Services Index Fund75 shares0.00%2026-03-312026-05-13

VPU Vanguard Utilities Index Fund68 shares0.00%2026-03-312026-05-13

Sponsored

PB Prosperity Bancshares Inc.200 shares0.00%2026-03-312026-05-13

Smurfit Westrock PLC Smurfit Westrock PLC300 shares0.00%2026-03-312026-05-13

Copa Holdings, S.A. Copa Holdings, S.A.100 sharesnew addition2026-03-312026-05-13

Ingersoll Rand Ingersoll Rand140 shares0.00%2026-03-312026-05-13

VYM Vanguard High Div Yield Index75 shares0.00%2026-03-312026-05-13

VAW Vanguard Materials Index Fund45 shares0.00%2026-03-312026-05-13

Unilever Plc Unilever Plc177 shares0.00%2026-03-312026-05-13

O Realty Income Corp160 shares-55.56%2026-03-312026-05-13

Sponsored

Keurig Dr. Pepper Keurig Dr. Pepper362 shares0.00%2026-03-312026-05-13

VNQ Vanguard REIT ETF101 shares0.00%2026-03-312026-05-13

Vanguard Energy ETF Vanguard Energy ETF50 sharesnew addition2026-03-312026-05-13

ENR Energizer Holdings Inc.500 shares0.00%2026-03-312026-05-13

NVDA

Nvidia Corp Com

-2.35%

Shares181.1K

Event2026-03-31

Filed2026-05-13

AAPL

Apple Inc Com

-0.43%

Shares121.0K

Event2026-03-31

Filed2026-05-13

MSFT

Microsoft Corp Com

0.33%

Shares69.9K

Event2026-03-31

Filed2026-05-13

Broadcom Inc Com

0.49%

Shares50.1K

Event2026-03-31

Filed2026-05-13

LLY

Lilly Eli & Co Com

-1.91%

Shares15.7K

Event2026-03-31

Filed2026-05-13

Alphabet Inc Cl A

0.91%

Shares43.3K

Event2026-03-31

Filed2026-05-13

AMZN

Amazon.Com Inc Com

0.12%

Shares46.4K

Event2026-03-31

Filed2026-05-13

Lam Research Corp

New

Shares37.3K

Event2026-03-31

Filed2026-05-13

Meta Platforms Inc.

0.29%

Shares13.8K

Event2026-03-31

Filed2026-05-13

Home Depot Inc Com

-0.22%

Shares22.7K

Event2026-03-31

Filed2026-05-13

ABBV

Abbvie Inc Com

0.00%

Shares34.2K

Event2026-03-31

Filed2026-05-13

JPM

JPMorgan Chase & Co.

0.45%

Shares24.3K

Event2026-03-31

Filed2026-05-13

IWF

I Shares Tr Russell 1000 Growth Index

-0.62%

Shares12.9K

Event2026-03-31

Filed2026-05-13

CAT

Caterpillar Inc.

-0.64%

Shares7.7K

Event2026-03-31

Filed2026-05-13

IWD

I Shares Russell 1000 Value Index

4.05%

Shares23.4K

Event2026-03-31

Filed2026-05-13

AMGN

Amgen, Inc.

0.19%

Shares13.3K

Event2026-03-31

Filed2026-05-13

Alphabet Inc (C)

-1.02%

Shares14.6K

Event2026-03-31

Filed2026-05-13

Mastercard Inc Cl A

0.87%

Shares8.1K

Event2026-03-31

Filed2026-05-13

JNJ

Johnson & Johnson

0.00%

Shares16.6K

Event2026-03-31

Filed2026-05-13

CVX

Chevron Corp

-1.14%

Shares19.5K

Event2026-03-31

Filed2026-05-13

KLAC

Kla Corporation

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-13

COST

Costco Wholesale Corp

1.29%

Shares3.9K

Event2026-03-31

Filed2026-05-13

LHX

L3harris Tech Com

12.18%

Shares10.4K

Event2026-03-31

Filed2026-05-13

Micron Technology

6.27%

Shares10.4K

Event2026-03-31

Filed2026-05-13

TSLA

Tesla, Inc

1.52%

Shares9.0K

Event2026-03-31

Filed2026-05-13

WMT

Wal Mart Stores, Inc.

-5.89%

Shares26.8K

Event2026-03-31

Filed2026-05-13

DVY

IShares Select Dividend

0.00%

Shares21.3K

Event2026-03-31

Filed2026-05-13

Visa Inc Com Cl A

-0.47%

Shares10.5K

Event2026-03-31

Filed2026-05-13

RTX

RTX Corporation

0.15%

Shares16.4K

Event2026-03-31

Filed2026-05-13

DELL

Dell Technologies Inc

New

Shares17.6K

Event2026-03-31

Filed2026-05-13

PEP

Pepsico Inc Com

-7.77%

Shares18.4K

Event2026-03-31

Filed2026-05-13

Philip Morris Intl Inc

0.15%

Shares16.6K

Event2026-03-31

Filed2026-05-13

CRWD

Crowdstrike Hldgs Inc

-2.83%

Shares7.0K

Event2026-03-31

Filed2026-05-13

ORCL

Oracle Corp Com

-0.97%

Shares18.4K

Event2026-03-31

Filed2026-05-13

SYK

Stryker Corp

0.35%

Shares7.2K

Event2026-03-31

Filed2026-05-13

ORLY

O Reilly Automotive Inc

0.50%

Shares25.3K

Event2026-03-31

Filed2026-05-13

Procter & Gamble

1.02%

Shares15.8K

Event2026-03-31

Filed2026-05-13

XLK

Sector Spdr Tr Shs Ben Int Technology

1.94%

Shares17.1K

Event2026-03-31

Filed2026-05-13

ABT

Abbott Laboratories

-0.45%

Shares21.9K

Event2026-03-31

Filed2026-05-13

AMD

Advanced Micro Devices

-1.18%

Shares10.5K

Event2026-03-31

Filed2026-05-13

Berkshire Hathaway Class B

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-13

APH

Amphenol Corp Cl A

17.02%

Shares16.1K

Event2026-03-31

Filed2026-05-13

MCD

Mcdonald's Corporation

-1.51%

Shares6.5K

Event2026-03-31

Filed2026-05-13

Parker Hannifin Corp

0.45%

Shares2.2K

Event2026-03-31

Filed2026-05-13

Deere & Company

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-13

Tortoise Energy Infrastructure Clsd Fund

-1.51%

Shares40.0K

Event2026-03-31

Filed2026-05-13

GE Aerospace

110.04%

Shares7.0K

Event2026-03-31

Filed2026-05-13

Select SPDR Energy

-7.31%

Shares31.7K

Event2026-03-31

Filed2026-05-13

Merck & Co Inc

-0.62%

Shares16.0K

Event2026-03-31

Filed2026-05-13

UNH

Unitedhealth Group Inc.

-2.75%

Shares7.1K

Event2026-03-31

Filed2026-05-13

NFLX

Netflix Inc Com

3.64%

Shares19.9K

Event2026-03-31

Filed2026-05-13

TJX

TJX Cos. Inc.

0.29%

Shares11.9K

Event2026-03-31

Filed2026-05-13

IVV

IShares S&P 500 Index

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-13

LOW

Lowes Co.

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-13

XOM

Exxon Mobil Corp

0.00%

Shares10.6K

Event2026-03-31

Filed2026-05-13

Select Sector SPDR Financial

2.84%

Shares36.2K

Event2026-03-31

Filed2026-05-13

IWM

IShares Russell 2000 Index Fd

3.83%

Shares7.2K

Event2026-03-31

Filed2026-05-13

OKE

Oneok Inc.

2.36%

Shares19.6K

Event2026-03-31

Filed2026-05-13

WMB

Williams Co.S

-6.07%

Shares24.0K

Event2026-03-31

Filed2026-05-13

SOXX

Ishares Phlx Semiconductor

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-13

Select Sector Spider Con Disc

0.65%

Shares15.5K

Event2026-03-31

Filed2026-05-13

ASML Holding

18.60%

Shares1.3K

Event2026-03-31

Filed2026-05-13

OLN

Olin Corporation

0.00%

Shares56.1K

Event2026-03-31

Filed2026-05-13

IBM

IBM Corp

-6.88%

Shares6.8K

Event2026-03-31

Filed2026-05-13

SHW

Sherwin Williams Co

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-13

QCOM

Qualcomm Inc

-31.37%

Shares11.9K

Event2026-03-31

Filed2026-05-13

IDV

IShares International Select Dividend

0.00%

Shares36.0K

Event2026-03-31

Filed2026-05-13

TSM

Taiwan Semiconductor

36.43%

Shares4.4K

Event2026-03-31

Filed2026-05-13

CSCO

Cisco Systems Inc.

0.00%

Shares18.9K

Event2026-03-31

Filed2026-05-13

Goldman Sachs Group

0.29%

Shares1.7K

Event2026-03-31

Filed2026-05-13

HON

Honeywell International

11.16%

Shares6.2K

Event2026-03-31

Filed2026-05-13

Verizon Communications

0.92%

Shares27.5K

Event2026-03-31

Filed2026-05-13

IWR

Ishares Russell Midcap Index Fund

3.30%

Shares14.1K

Event2026-03-31

Filed2026-05-13

PANW

Palo Alto Networks, Inc.

-1.43%

Shares8.3K

Event2026-03-31

Filed2026-05-13

CMI

Cummins Inc.

33.61%

Shares2.4K

Event2026-03-31

Filed2026-05-13

NEE

Nextera Energy Inc.

0.00%

Shares13.7K

Event2026-03-31

Filed2026-05-13

Energy Transfer Partners, LP

0.00%

Shares64.0K

Event2026-03-31

Filed2026-05-13

NOC

Northrop Grumman Corp

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-13

SPY

Standard & Poors Dep Rec Trust

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-13

GE Vernova Com

2141.67%

Shares1.3K

Event2026-03-31

Filed2026-05-13

Select Sector Spider Industrial

0.35%

Shares7.2K

Event2026-03-31

Filed2026-05-13

EPD

Enterprise Prods Partners Lp

0.00%

Shares30.2K

Event2026-03-31

Filed2026-05-13

Accenture Plc

2.78%

Shares5.5K

Event2026-03-31

Filed2026-05-13

ADP

Automatic Data Processing

-2.76%

Shares5.3K

Event2026-03-31

Filed2026-05-13

Invesco QQQ Trust

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-13

ADBE

Adobe Inc.

103.25%

Shares4.4K

Event2026-03-31

Filed2026-05-13

PLTR

Palantir Technologies

New

Shares7.1K

Event2026-03-31

Filed2026-05-13

UNP

Union Pac Corp Com

0.59%

Shares4.3K

Event2026-03-31

Filed2026-05-13

PFE

Pfizer, Inc.

-2.39%

Shares36.7K

Event2026-03-31

Filed2026-05-13

AJG

Gallagher Arthur J

96.67%

Shares4.7K

Event2026-03-31

Filed2026-05-13

Consolidated Edison

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-13

Coca Cola Co

0.00%

Shares13.2K

Event2026-03-31

Filed2026-05-13

WELL

Welltower Inc.

-7.94%

Shares4.9K

Event2026-03-31

Filed2026-05-13

Diamondback Energy

-11.42%

Shares4.8K

Event2026-03-31

Filed2026-05-13

S&P SPDR Utilities

4.08%

Shares20.4K

Event2026-03-31

Filed2026-05-13

UBER

Uber Technologies Inc

New

Shares13.0K

Event2026-03-31

Filed2026-05-13

Select Spiders Consumer Staples

4.63%

Shares11.3K

Event2026-03-31

Filed2026-05-13

SBUX

Starbucks Corp

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-13

TMO

Thermo Fisher Corp

-33.33%

Shares1.9K

Event2026-03-31

Filed2026-05-13

COF

Capital One Financial Corp

-1.96%

Shares5.0K

Event2026-03-31

Filed2026-05-13

Southern Co.

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-13

XLC

Communication Services Select Sector Fd

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-13

CDNS

Cadence Design Sys

-0.16%

Shares3.2K

Event2026-03-31

Filed2026-05-13

CVS

CVS Health Corporation

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-13

LNG

Cheniere Energy Inc

-32.72%

Shares3.1K

Event2026-03-31

Filed2026-05-13

HIG

Hartford Financial Services

-7.35%

Shares6.3K

Event2026-03-31

Filed2026-05-13

UTG

Reaves Utility Inc. Tr

4.88%

Shares21.5K

Event2026-03-31

Filed2026-05-13

Chubb Ltd Com

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-13

Glaxosmithkline Plc Adr

-1.68%

Shares14.7K

Event2026-03-31

Filed2026-05-13

BKNG

Booking Hldgs Inc Com

2.13%

Shares192

Event2026-03-31

Filed2026-05-13

SPG

Simon Property Group

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-13

Medtronic Inc

0.00%

Shares9.3K

Event2026-03-31

Filed2026-05-13

LMT

Lockheed Martin Corp

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-13

IWS

IShares Russell Midcap Value Index

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-13

BMY

Bristol-Myers

-0.43%

Shares12.8K

Event2026-03-31

Filed2026-05-13

AFL

Aflac

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-13

WFC

Wells Fargo

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-13

Duke Energy Corp.

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-13

PGR

Progressive Corp

0.54%

Shares3.7K

Event2026-03-31

Filed2026-05-13

SNPS

Synopsys Inc Com

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-13

AXP

American Express Co

-2.11%

Shares2.3K

Event2026-03-31

Filed2026-05-13

Targa Resources Corp

2.96%

Shares2.8K

Event2026-03-31

Filed2026-05-13

Select SPDR Materials (XLB)

9.52%

Shares13.8K

Event2026-03-31

Filed2026-05-13

KYN

Kayne Anderson Mlp

0.00%

Shares48.3K

Event2026-03-31

Filed2026-05-13

MPLX

MPLX Com Unit Rep LTD

0.00%

Shares11.6K

Event2026-03-31

Filed2026-05-13

AIG

American International Group, Inc.

0.00%

Shares8.5K

Event2026-03-31

Filed2026-05-13

EMR

Emerson Electric

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-13

ISRG

Intuitive Surgical Inc

0.76%

Shares1.3K

Event2026-03-31

Filed2026-05-13

USB

US Bancorp

0.00%

Shares11.7K

Event2026-03-31

Filed2026-05-13

General Dynamics

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-13

INTC

Intel Corporation

0.00%

Shares13.4K

Event2026-03-31

Filed2026-05-13

NUE

Nucor Corp.

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-13

Real Estate Select Sector SPDR Fund

7.48%

Shares14.4K

Event2026-03-31

Filed2026-05-13

VMC

Vulcan Materials Co

-4.44%

Shares2.1K

Event2026-03-31

Filed2026-05-13

AEP

American Electric Power Company, Inc.

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-13

CWEN

Clearway Energy, Inc.

0.00%

Shares14.4K

Event2026-03-31

Filed2026-05-13

REGN

Regeneron Pharma Inc

0.00%

Shares712

Event2026-03-31

Filed2026-05-13

INTU

Intuit Com

93.85%

Shares1.3K

Event2026-03-31

Filed2026-05-13

Astrazeneca Plc

-56.00%

Shares2.8K

Event2026-03-31

Filed2026-05-13

Quanex Corp

0.00%

Shares30.0K

Event2026-03-31

Filed2026-05-13

KMI

Kinder Morgan Inc

0.00%

Shares16.0K

Event2026-03-31

Filed2026-05-13

IGV

IShares Expanded Tech-Software

-2.20%

Shares6.7K

Event2026-03-31

Filed2026-05-13

MUB

IShares Muni Bond

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-13

AMAT

Applied Materials Inc.

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-13

STEW

SRH Total Return Fund, Inc

0.00%

Shares29.7K

Event2026-03-31

Filed2026-05-13

Cigna Corp

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-13

Colgate Palmolive

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-13

KMB

Kimberly Clark Corp.

134.09%

Shares5.2K

Event2026-03-31

Filed2026-05-13

UPS

United Parcel Services

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-13

Lab Corp. Of America Holdings

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-13

EOG

EOG Resources Inc.

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-13

DNP Select Income Fund Inc.

-9.15%

Shares44.7K

Event2026-03-31

Filed2026-05-13

ALL

Allstate Corporation

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-13

CRM

Salesforce Inc

-7.78%

Shares2.4K

Event2026-03-31

Filed2026-05-13

Select SPDR Tr Health Care Sector

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-13

Arista Networks Inc

7.66%

Shares3.5K

Event2026-03-31

Filed2026-05-13

SAP

SAP SE

New

Shares2.5K

Event2026-03-31

Filed2026-05-13

MBB

iShares MBS Etf

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-13

IVW

Ishares Tr S&P 500 Growth

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-13

AMT

American Tower Corp

2.13%

Shares2.4K

Event2026-03-31

Filed2026-05-13

NOW

Servicenow Inc Com

49.90%

Shares3.9K

Event2026-03-31

Filed2026-05-13

MDLZ

Mondelez Intl Inc

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-13

Total Energies

-41.38%

Shares4.3K

Event2026-03-31

Filed2026-05-13

DAL

Delta Air Lines Inc

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-13

VLO

Valero Energy Corp

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-13

HUM

Humana Inc.

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-13

ITW

Illinois Tool Works

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-13

PSX

Phillips 66

-13.16%

Shares2.0K

Event2026-03-31

Filed2026-05-13

EEM

I Shares MSCI Emerg Mkts

-7.31%

Shares6.3K

Event2026-03-31

Filed2026-05-13

EFA

Ishares MSCI Eafe Index Fd

0.83%

Shares3.6K

Event2026-03-31

Filed2026-05-13

VTV

Vanguard Value Index Fund ETF

270.83%

Shares1.8K

Event2026-03-31

Filed2026-05-13

DIS

Disney Walt Co.

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-13

NSC

Norfolk Southern

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

3M Company

-30.77%

Shares2.3K

Event2026-03-31

Filed2026-05-13

ROK

Rockwell Automation

80.00%

Shares900

Event2026-03-31

Filed2026-05-13

Public Storage

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

Waste Management Inc

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-13

IVE

Ishares Tr S&P 500 Value

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-13

AME

Ametek Inc.

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-13

MLM

Martin Marietta Materials

0.00%

Shares500

Event2026-03-31

Filed2026-05-13

Seagate Technology

0.00%

Shares750

Event2026-03-31

Filed2026-05-13

Federal Realty Investment Trust

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-13

IWP

IShares Russell Midcap Growth Index

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-13

VUG

Vanguard Growth ETF

565.26%

Shares632

Event2026-03-31

Filed2026-05-13

NKE

Nike Inc Cl B

-12.28%

Shares5.0K

Event2026-03-31

Filed2026-05-13

Etf Series Solutions Defiance Drone And Mo

42.86%

Shares10.0K

Event2026-03-31

Filed2026-05-13

BAC

Bankamerica Corp

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-13

VRTX

Vertex Pharma Inc

1.80%

Shares565

Event2026-03-31

Filed2026-05-13

SPOT

Spotify Technology

New

Shares510

Event2026-03-31

Filed2026-05-13

Neuberger Bernman MLP Income Fund, Inc

231.43%

Shares23.2K

Event2026-03-31

Filed2026-05-13

PPG

PPG Industries Inc.

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-13

EXC

Exelon Corporation

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-13

WEC Energy Group Inc.

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-13

MGK

Vanguard Mega Cap Growth Index Fund

0.00%

Shares550

Event2026-03-31

Filed2026-05-13

AT&T

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-13

Vivani Medical Ord Shs

0.00%

Shares194.0K

Event2026-03-31

Filed2026-05-13

AEE

Ameren Corp

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-13

NVS

Novartis Ag

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-13

MPC

Marathon Pete Corp

0.00%

Shares775

Event2026-03-31

Filed2026-05-13

COP

Conocophillips

-17.63%

Shares1.4K

Event2026-03-31

Filed2026-05-13

IRM

Iron Mountain, Inc.

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-13

APP

Applovin Class A

New

Shares440

Event2026-03-31

Filed2026-05-13

CMCSA

Comcast Corp Cl A

-1.22%

Shares5.8K

Event2026-03-31

Filed2026-05-13

APD

Air Products & Chemicals

-14.81%

Shares575

Event2026-03-31

Filed2026-05-13

YUM

Yum Brands, Inc.

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

Altria Group, Inc.

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-13

FCX

Freeport Mcmoran Copper & Gold

40.00%

Shares2.8K

Event2026-03-31

Filed2026-05-13

Morgan Stanley

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-13

GWW

Grainger W W Inc.

0.00%

Shares150

Event2026-03-31

Filed2026-05-13

BWX Technologies

-66.67%

Shares800

Event2026-03-31

Filed2026-05-13

GNRC

Generac Holdings Inc.

-38.46%

Shares800

Event2026-03-31

Filed2026-05-13

Citigroup

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-13

Spire, Inc. (formerly Laclede Gas)

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-13

TXN

Texas Instruments Inc

-51.30%

Shares750

Event2026-03-31

Filed2026-05-13

MET

Metlife Inc Com

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-13

SLV

Ishares Silver Trust

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-13

Vaneck Etf Trust Vaneck Uranium And Nuclea

New

Shares1.0K

Event2026-03-31

Filed2026-05-13

Sprott Funds Trust Sprott Uranium Miners E

New

Shares2.1K

Event2026-03-31

Filed2026-05-13

Vanguard Small Cap ETF

New

Shares500

Event2026-03-31

Filed2026-05-13

BEP

Brookfield Renewable Partners LP

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-13

Nestles Sa Spons Adr

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-13

XPLR Infrastructure, LP

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-13

Vanguard Mid-Cap ETF

New

Shares440

Event2026-03-31

Filed2026-05-13

DOV

Dover Corp

0.00%

Shares600

Event2026-03-31

Filed2026-05-13

Blackstone Group

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

MAR

Marriott International

0.00%

Shares375

Event2026-03-31

Filed2026-05-13

BSX

Boston Scientific Corp

-56.34%

Shares1.9K

Event2026-03-31

Filed2026-05-13

IHI

iShares US Medical Devices ETF

-12.50%

Shares2.1K

Event2026-03-31

Filed2026-05-13

CLX

Clorox Co-Del

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

MTB

M & T Bank Corp

0.00%

Shares500

Event2026-03-31

Filed2026-05-13

Johnson Controls International Plc

0.00%

Shares750

Event2026-03-31

Filed2026-05-13

CQP

Cheniere Energy

New

Shares1.5K

Event2026-03-31

Filed2026-05-13

DLR

Digital Realty Trust Inc.

-43.86%

Shares512

Event2026-03-31

Filed2026-05-13

GIS

General Mills Inc.

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-13

MCK

Mckesson Corp

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

Constellation Energy Ord Shs

-76.92%

Shares300

Event2026-03-31

Filed2026-05-13

Easterly Government Properties, Inc

-9.41%

Shares3.9K

Event2026-03-31

Filed2026-05-13

CHI

Calamos Conv Opp Inc Fund

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-13

Yum China Holdings, Inc

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-13

GGG

Graco Inc.

0.00%

Shares900

Event2026-03-31

Filed2026-05-13

DVN

Devon Energy Corp.

-25.00%

Shares1.5K

Event2026-03-31

Filed2026-05-13

Tetra Tech Inc New

-44.44%

Shares2.5K

Event2026-03-31

Filed2026-05-13

TRV

The Travelers Companies

0.00%

Shares251

Event2026-03-31

Filed2026-05-13

ELV

Elevance Health Inc

0.00%

Shares250

Event2026-03-31

Filed2026-05-13

CTVA

Corteva Inc

0.00%

Shares872

Event2026-03-31

Filed2026-05-13

IYR

Ishares US Real Estate

0.00%

Shares750

Event2026-03-31

Filed2026-05-13

Solstice Advanced Materials Inc

-2.66%

Shares916

Event2026-03-31

Filed2026-05-13

AWK

American Waterworks Co

0.00%

Shares500

Event2026-03-31

Filed2026-05-13

VWO

Vanguard FTSE Emerging Markets

New

Shares1.3K

Event2026-03-31

Filed2026-05-13

Wal-Mart De Mexico Sa-Sp Adr

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-13

JBHT

JB Hunt Transport

0.00%

Shares300

Event2026-03-31

Filed2026-05-13

SCHW

Charles Schwab

0.00%

Shares650

Event2026-03-31

Filed2026-05-13

MOG.A

Moog, Inc.

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

VEA

Vanguard FTSE Developed Markets

New

Shares900

Event2026-03-31

Filed2026-05-13

FITB

Fifth Third Bnc

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

ITT Inc.

0.00%

Shares300

Event2026-03-31

Filed2026-05-13

SLB

Schlumberger Ltd

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

Bunge Limited

0.00%

Shares400

Event2026-03-31

Filed2026-05-13

PAYX

Paychex

0.00%

Shares550

Event2026-03-31

Filed2026-05-13

Linde PLC Ordinary Share

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

Marvell Technology, Inc.

-78.26%

Shares500

Event2026-03-31

Filed2026-05-13

Standard & Poors Midcap 400

0.00%

Shares80

Event2026-03-31

Filed2026-05-13

IBB

I Shares Nasdaq Bitotech Fd

0.00%

Shares290

Event2026-03-31

Filed2026-05-13

ABR

Arbor Realty Trust Reit Ord Shs

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-13

British Petroleum Ads

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-13

Market Vectors Gold Miners ETF

0.00%

Shares500

Event2026-03-31

Filed2026-05-13

CBSH

Commerce Bancshares Inc.

0.00%

Shares891

Event2026-03-31

Filed2026-05-13

SYY

Sysco Corp.

-33.33%

Shares600

Event2026-03-31

Filed2026-05-13

PNW

Pinnacle West Capital

0.00%

Shares400

Event2026-03-31

Filed2026-05-13

CMG

Chipotle Mexican Grill Inc.

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-13

Boeing

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

XEL

Xcel Energy

0.00%

Shares500

Event2026-03-31

Filed2026-05-13

DHR

Danaher

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

IWV

IShares Russell 3000 ETF

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

Tootsie Roll Inds Inc.

0.00%

Shares856

Event2026-03-31

Filed2026-05-13

LPX

Louisiana Pac Corp

0.00%

Shares500

Event2026-03-31

Filed2026-05-13

VGT

Vanguard Info Tech

0.00%

Shares50

Event2026-03-31

Filed2026-05-13

GILD

Gilead Sciences Inc

0.00%

Shares250

Event2026-03-31

Filed2026-05-13

Aptiv PLC

New

Shares500

Event2026-03-31

Filed2026-05-13

Ford Motor Co

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-13

CTSH

Cognizant Technology Solutions Corp

0.00%

Shares550

Event2026-03-31

Filed2026-05-13

CSX

CSX Corp

0.00%

Shares800

Event2026-03-31

Filed2026-05-13

QTEC

First Trust NASDAQ-100 Tech Sector Index F

0.00%

Shares150

Event2026-03-31

Filed2026-05-13

Lyondellbasell Industries

0.00%

Shares400

Event2026-03-31

Filed2026-05-13

ICE

Intercontinental Exchange Inc

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

VHT

Vanguard Health Care Index Fund

-4.35%

Shares110

Event2026-03-31

Filed2026-05-13

SPDR S&P Bank Etf

0.00%

Shares500

Event2026-03-31

Filed2026-05-13

Dominion Energy Inc.

0.00%

Shares479

Event2026-03-31

Filed2026-05-13

Electro Optic Systems Holdings

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-13

BTI

British American Tobacco

-16.67%

Shares500

Event2026-03-31

Filed2026-05-13

SJM

Smucker Jm Co

-14.29%

Shares300

Event2026-03-31

Filed2026-05-13

Spdr Dow Jones Indl Average Etf Tr Unit Se

0.00%

Shares61

Event2026-03-31

Filed2026-05-13

OTIS

Otis Worldwide Corporation

-29.47%

Shares359

Event2026-03-31

Filed2026-05-13

Northwest Natural Holding CO

0.00%

Shares500

Event2026-03-31

Filed2026-05-13

Jacob Solutions Inc

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

ADSK

Autodesk

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

CRCL

Circle Internet Group Inc Class A

-81.82%

Shares250

Event2026-03-31

Filed2026-05-13

MGEE

MGE Energy

0.00%

Shares300

Event2026-03-31

Filed2026-05-13

VIS

Vanguard Industrials Index Fund

0.00%

Shares73

Event2026-03-31

Filed2026-05-13

Paypal Holdings Inc

0.00%

Shares500

Event2026-03-31

Filed2026-05-13

Veralto Ord Shs

0.00%

Shares249

Event2026-03-31

Filed2026-05-13

NEM

Newmont Mining

-71.43%

Shares200

Event2026-03-31

Filed2026-05-13

Nisource Inc

0.00%

Shares455

Event2026-03-31

Filed2026-05-13

AVB

Avalonbay Communities Inc.

0.00%

Shares125

Event2026-03-31

Filed2026-05-13

Aramark

0.00%

Shares500

Event2026-03-31

Filed2026-05-13

Sirius Xm Holdings Inc.

0.00%

Shares790

Event2026-03-31

Filed2026-05-13

TROW

Price T Rowe Associates

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

VCR

Vanguard Consumer Discretionary Index Fund

0.00%

Shares50

Event2026-03-31

Filed2026-05-13

TFC

Truist Financial Corporation

0.00%

Shares388

Event2026-03-31

Filed2026-05-13

CARR

Carrier Global Corporation

-25.00%

Shares300

Event2026-03-31

Filed2026-05-13

Blackrock Science & Technology Trust

0.00%

Shares445

Event2026-03-31

Filed2026-05-13

Annaly Capital Management

0.00%

Shares750

Event2026-03-31

Filed2026-05-13

Vanguard Consumer Staples

0.00%

Shares70

Event2026-03-31

Filed2026-05-13

VXUS

Vanguard Total International Stock ETF

New

Shares200

Event2026-03-31

Filed2026-05-13

Invesco ETF Equal Weighted S&P 500

New

Shares75

Event2026-03-31

Filed2026-05-13

AES

Aes Corporation

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-13

SRCE

1st Source Corp

New

Shares202

Event2026-03-31

Filed2026-05-13

ACWI

IShares MSCI ACWI

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

VOX

Vanguard Communication Services Index Fund

0.00%

Shares75

Event2026-03-31

Filed2026-05-13

VPU

Vanguard Utilities Index Fund

0.00%

Shares68

Event2026-03-31

Filed2026-05-13

Prosperity Bancshares Inc.

0.00%

Shares200

Event2026-03-31

Filed2026-05-13

Smurfit Westrock PLC

0.00%

Shares300

Event2026-03-31

Filed2026-05-13

Copa Holdings, S.A.

New

Shares100

Event2026-03-31

Filed2026-05-13

Ingersoll Rand

0.00%

Shares140

Event2026-03-31

Filed2026-05-13

VYM

Vanguard High Div Yield Index

0.00%

Shares75

Event2026-03-31

Filed2026-05-13

VAW

Vanguard Materials Index Fund

0.00%

Shares45

Event2026-03-31

Filed2026-05-13

Unilever Plc

0.00%

Shares177

Event2026-03-31

Filed2026-05-13

Realty Income Corp

-55.56%

Shares160

Event2026-03-31

Filed2026-05-13

Keurig Dr. Pepper

0.00%

Shares362

Event2026-03-31

Filed2026-05-13

VNQ

Vanguard REIT ETF

0.00%

Shares101

Event2026-03-31

Filed2026-05-13

Vanguard Energy ETF

New

Shares50

Event2026-03-31

Filed2026-05-13

ENR

Energizer Holdings Inc.

0.00%

Shares500

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available