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The Analysis of MOSAIC FAMILY WEALTH PARTNERS, LLC's Holdings & P&L

Currently, MOSAIC FAMILY WEALTH PARTNERS, LLC holds 286 types of securities in its portfolio with a total value $977.0M. In the most recent quarter, they have increased their positions in CBSH (+68.9K shares, valued at $3.4M), GLD (+7.3K shares, valued at $3.1M), VUG (+6.5K shares, valued at $2.8M); decreased their positions in USMV (-3.5K shares, valued at $325.2K), DFGR (-10.9K shares, valued at $289.8K), PTL (-1.1K shares, valued at $284.2K); initiated new positions in CBSH (+68.9K shares, valued at $3.4M), N/A (+35.4K shares, valued at $2.6M), UMI (+17.7K shares, valued at $1.0M).

1M P&L

+27.5M+2.70%

3M P&L

-790.5M-43.05%

HY P&L

-781.1M-42.76%

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/A800.4M

85.0%

2Consumer Electronics18.4M

2.0%

3Semiconductors11.0M

1.2%

Top Industries by Stock Count

1N/A146 stocks

55.9%

2Drug Manufacturers - General8 stocks

3.1%

3Oil & Gas Midstream7 stocks

2.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD GROWTH ETF336.3K shares1.96%2026-03-312026-04-30

DFLV DIMENSIONAL US LARGE CAP VALUE ETF3.0M shares1.27%2026-03-312026-04-30

DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF1.5M shares0.78%2026-03-312026-04-30

VBK VANGUARD SMALL-CAP GROWTH ETF121.7K shares0.82%2026-03-312026-04-30

DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF1.1M shares0.82%2026-03-312026-04-30

VTV VANGUARD VALUE ETF182.2K shares2.44%2026-03-312026-04-30

DFSV DIMENSIONAL US SMALL CAP VALUE ETF998.0K shares1.41%2026-03-312026-04-30

VEA VANGUARD FTSE DEVELOPED MARKETS ETF520.1K shares2.20%2026-03-312026-04-30

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DFAT DIMENSIONAL U.S. TARGETED VALUE ETF488.6K shares1.23%2026-03-312026-04-30

DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF636.5K shares2.87%2026-03-312026-04-30

AAPL APPLE INC COM72.4K shares5.74%2026-03-312026-04-30

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF335.6K shares-0.47%2026-03-312026-04-30

BND VANGUARD TOTAL BOND MARKET ETF208.7K shares-1.26%2026-03-312026-04-30

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF152.7K shares25.68%2026-03-312026-04-30

VWO VANGUARD FTSE EMERGING MARKETS ETF200.7K shares-2.07%2026-03-312026-04-30

VBR VANGUARD SMALL CAP VALUE ETF35.4K shares0.65%2026-03-312026-04-30

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VOE VANGUARD MID-CAP VALUE ETF41.2K shares0.19%2026-03-312026-04-30

CGCB CAPITAL GROUP CORE BOND ETF261.6K shares37.36%2026-03-312026-04-30

BALL BALL CORP COM112.0K shares7.91%2026-03-312026-04-30

SPY STATE STREET SPDR S&P 500 ETF9.7K shares3.40%2026-03-312026-04-30

DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND66.8K shares22.27%2026-03-312026-04-30

VOOG VANGUARD S&P 500 GROWTH ETF14.6K shares-0.03%2026-03-312026-04-30

NVDA NVIDIA CORPORATION COM33.1K shares14.01%2026-03-312026-04-30

VOT VANGUARD MID-CAP GROWTH ETF21.7K shares12.16%2026-03-312026-04-30

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CGMU CAPITAL GROUP MUNICIPAL INCOME ETF202.8K shares31.42%2026-03-312026-04-30

MSFT MICROSOFT CORP COM14.4K shares41.57%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW10.3K shares21.15%2026-03-312026-04-30

VO VANGUARD MID-CAP ETF16.8K shares16.36%2026-03-312026-04-30

AMZN AMAZON COM INC COM23.0K shares12.04%2026-03-312026-04-30

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C16.5K shares-0.63%2026-03-312026-04-30

RGA REINSURANCE GROUP AMER INC COM NEW22.4K shares4.73%2026-03-312026-04-30

VSDM VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF58.6K shares37.90%2026-03-312026-04-30

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ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF155.5K shares1.93%2026-03-312026-04-30

PTRB PGIM TOTAL RETURN BOND ETF105.3K shares35.34%2026-03-312026-04-30

EFA ISHARES MSCI EAFE ETF44.1K shares1.05%2026-03-312026-04-30

WMT WALMART INC COM34.1K shares18.66%2026-03-312026-04-30

IWF ISHARES RUSSELL 1000 GROWTH ETF9.6K shares-0.86%2026-03-312026-04-30

EBI LONGVIEW ADVANTAGE ETF69.4K shares0.00%2026-03-312026-04-30

GLD SPDR GOLD SHARES9.2K shares382.13%2026-03-312026-04-30

MU MICRON TECHNOLOGY INC COM10.6K shares0.62%2026-03-312026-04-30

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VNLA JANUS HENDERSON SHORT DURATION INCOME ETF72.3K shares37.52%2026-03-312026-04-30

CBSH COMMERCE BANCSHARES INC COM68.9K sharesnew addition2026-03-312026-04-30

JPM JPMORGAN CHASE & CO COM11.4K shares2.12%2026-03-312026-04-30

DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF117.5K shares-8.49%2026-03-312026-04-30

SCHX SCHWAB U.S. LARGE-CAP ETF116.2K shares4.21%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON COM12.1K shares49.60%2026-03-312026-04-30

SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF29.7K shares-4.33%2026-03-312026-04-30

IWD ISHARES RUSSELL 1000 VALUE ETF13.4K shares-1.47%2026-03-312026-04-30

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TTAN SERVICETITAN INC SHS CL A44.3K shares0.01%2026-03-312026-04-30

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A9.7K shares123.84%2026-03-312026-04-30

DVY ISHARES SELECT DIVIDEND ETF18.3K shares-1.93%2026-03-312026-04-30

PGIM MUNICIPAL INCOME OPPORTUNITIES ETF PGIM MUNICIPAL INCOME OPPORTUNITIES ETF53.9K shares28.88%2026-03-312026-04-30

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF32.4K shares-7.67%2026-03-312026-04-30

CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF96.9K shares37.66%2026-03-312026-04-30

INVESCO S&P 500 LOW VOLATILITY ETF INVESCO S&P 500 LOW VOLATILITY ETF35.4K sharesnew addition2026-03-312026-04-30

AMAT APPLIED MATLS INC COM7.5K shares0.27%2026-03-312026-04-30

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MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF26.5K shares-9.84%2026-03-312026-04-30

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I4.1K shares219.62%2026-03-312026-04-30

ISHARES GOLD TRUST ISHARES GOLD TRUST26.0K shares14.41%2026-03-312026-04-30

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF92.5K shares96.68%2026-03-312026-04-30

NEE NEXTERA ENERGY INC COM24.0K shares23.33%2026-03-312026-04-30

BSV VANGUARD SHORT-TERM BOND ETF28.4K shares-5.56%2026-03-312026-04-30

GOF GUGGENHEIM STRATEGIC OPPORTUN COM SBI201.4K shares-9.55%2026-03-312026-04-30

VGSH VANGUARD SHORT-TERM TREASURY ETF36.7K shares-7.70%2026-03-312026-04-30

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VTI VANGUARD TOTAL STOCK MARKET ETF6.6K shares-7.17%2026-03-312026-04-30

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF3.4K shares92.79%2026-03-312026-04-30

FCX FREEPORT MCMORAN INC CL B34.3K shares0.00%2026-03-312026-04-30

BAC BANK AMERICA CORP COM39.7K shares0.49%2026-03-312026-04-30

DFAS DIMENSIONAL U.S. SMALL CAP ETF27.2K shares16.76%2026-03-312026-04-30

NKE NIKE INC CL B36.3K shares11.19%2026-03-312026-04-30

EMR EMERSON ELEC CO COM14.6K shares5.52%2026-03-312026-04-30

VOOV VANGUARD S&P 500 VALUE ETF9.4K shares0.31%2026-03-312026-04-30

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VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF12.7K shares11.55%2026-03-312026-04-30

LLY ELI LILLY & CO COM2.0K shares16.25%2026-03-312026-04-30

SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF39.5K shares24.87%2026-03-312026-04-30

DFAW DIMENSIONAL WORLD EQUITY ETF24.0K shares10.14%2026-03-312026-04-30

EFSC ENTERPRISE FINL SVCS CORP COM32.7K shares0.00%2026-03-312026-04-30

MCD MCDONALDS CORP COM5.6K shares0.13%2026-03-312026-04-30

PG PROCTER & GAMBLE CO COM11.8K shares34.19%2026-03-312026-04-30

AVUV AVANTIS U.S. SMALL CAP VALUE ETF15.3K shares226.46%2026-03-312026-04-30

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IBM INTERNATIONAL BUSINESS MACHS COM6.9K shares1.00%2026-03-312026-04-30

USMV ISHARES MSCI USA MIN VOL FACTOR ETF17.0K shares-17.13%2026-03-312026-04-30

CGHM CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF60.4K shares42.49%2026-03-312026-04-30

VV VANGUARD LARGE-CAP ETF5.1K shares0.00%2026-03-312026-04-30

AEE AMEREN CORP COM13.6K shares-1.09%2026-03-312026-04-30

IVV ISHARES CORE S&P 500 ETF2.3K shares59.11%2026-03-312026-04-30

PEP PEPSICO INC COM9.3K shares10.11%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION COM1.4K shares-3.42%2026-03-312026-04-30

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BA BOEING CO COM7.0K shares20.02%2026-03-312026-04-30

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF35.4K shares-2.24%2026-03-312026-04-30

ABBV ABBVIE INC COM6.3K shares6.88%2026-03-312026-04-30

CSCO CISCO SYS INC COM17.5K shares55.28%2026-03-312026-04-30

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF19.1K shares-7.07%2026-03-312026-04-30

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF6.9K shares55.52%2026-03-312026-04-30

VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF10.6K shares-0.36%2026-03-312026-04-30

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF18.5K shares1.06%2026-03-312026-04-30

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ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF9.0K shares0.00%2026-03-312026-04-30

MA MASTERCARD INCORPORATED CL A2.5K shares38.80%2026-03-312026-04-30

VB VANGUARD SMALL-CAP ETF4.8K shares0.00%2026-03-312026-04-30

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF12.4K shares1.20%2026-03-312026-04-30

WWJD INSPIRE INTERNATIONAL ETF31.6K shares1.99%2026-03-312026-04-30

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF48.5K shares116.76%2026-03-312026-04-30

IWS ISHARES RUSSELL MID-CAP VALUE ETF7.9K shares6.63%2026-03-312026-04-30

XOM EXXON MOBIL CORP COM6.5K shares15.25%2026-03-312026-04-30

Sponsored

VIG VANGUARD DIVIDEND APPRECIATION ETF5.1K shares-1.95%2026-03-312026-04-30

UMI USCF MIDSTREAM ENERGY INCOME FUND ETF17.7K sharesnew addition2026-03-312026-04-30

WM WASTE MGMT INC DEL COM4.5K shares-1.27%2026-03-312026-04-30

LOW LOWES COS INC COM4.4K shares13.72%2026-03-312026-04-30

CVX CHEVRON CORPORATION COM5.0K shares1.04%2026-03-312026-04-30

AVMV AVANTIS U.S. MID CAP VALUE ETF13.5K sharesnew addition2026-03-312026-04-30

HPE HEWLETT PACKARD ENTERPRISE CO COM41.0K shares0.00%2026-03-312026-04-30

MO ALTRIA GROUP INC COM14.7K shares214.36%2026-03-312026-04-30

Sponsored

UNP UNION PAC CORP COM4.0K shares37.26%2026-03-312026-04-30

EPD ENTERPRISE PRODS PARTNERS L P COM25.5K shares-16.95%2026-03-312026-04-30

WFC WELLS FARGO & CO COM11.9K shares112.84%2026-03-312026-04-30

RTX RTX CORPORATION COM4.8K shares80.13%2026-03-312026-04-30

DIS DISNEY WALT CO COM9.6K shares170.92%2026-03-312026-04-30

OKE ONEOK INC NEW COM10.2K shares-6.23%2026-03-312026-04-30

PFE PFIZER INC COM32.3K shares25.03%2026-03-312026-04-30

HD HOME DEPOT INC COM2.7K shares34.79%2026-03-312026-04-30

Sponsored

HON HONEYWELL INTL INC COM4.0K sharesnew addition2026-03-312026-04-30

V VISA INC COM CL A2.9K shares73.60%2026-03-312026-04-30

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM2.6K shares78.43%2026-03-312026-04-30

META META PLATFORMS INC CL A1.5K shares19.00%2026-03-312026-04-30

MS MORGAN STANLEY COM NEW5.2K shares15.30%2026-03-312026-04-30

KO COCA COLA CO COM11.1K shares9.37%2026-03-312026-04-30

XEL XCEL ENERGY INC COM10.5K shares0.00%2026-03-312026-04-30

DFAU DIMENSIONAL US CORE EQUITY MARKET ETF18.2K shares1.75%2026-03-312026-04-30

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VTWO VANGUARD RUSSELL 2000 ETF8.2K shares18.30%2026-03-312026-04-30

EVENTIDE LARGE CAP VALUE ETF EVENTIDE LARGE CAP VALUE ETF30.9K sharesnew addition2026-03-312026-04-30

NFLX NETFLIX INC. COM8.2K shares14.80%2026-03-312026-04-30

TSLA TESLA INC COM2.1K shares1.34%2026-03-312026-04-30

SO SOUTHERN CO COM8.1K shares0.01%2026-03-312026-04-30

QUAL ISHARES MSCI USA QUALITY FACTOR ETF4.1K shares-17.28%2026-03-312026-04-30

CMI CUMMINS INC COM1.4K shares-1.70%2026-03-312026-04-30

EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF8.3K shares-14.94%2026-03-312026-04-30

Sponsored

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF16.4K sharesnew addition2026-03-312026-04-30

AVLV AVANTIS U.S. LARGE CAP VALUE ETF9.2K sharesnew addition2026-03-312026-04-30

NOC NORTHROP GRUMMAN CORP COM1.1K shares90.32%2026-03-312026-04-30

BROADCOM INC COM BROADCOM INC COM2.4K shares12.62%2026-03-312026-04-30

MMT MFS MULTIMARKET INCOME TR SH BEN INT158.9K shares0.39%2026-03-312026-04-30

NVO NOVO-NORDISK A S ADR19.9K shares406.38%2026-03-312026-04-30

HDV ISHARES CORE HIGH DIVIDEND ETF5.4K shares-18.37%2026-03-312026-04-30

TRGP TARGA RES CORP COM2.9K shares0.00%2026-03-312026-04-30

Sponsored

EVENTIDE LARGE CAP GROWTH ETF EVENTIDE LARGE CAP GROWTH ETF31.0K sharesnew addition2026-03-312026-04-30

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF6.0K shares-4.32%2026-03-312026-04-30

MEDTRONIC PLC SHS MEDTRONIC PLC SHS8.1K sharesnew addition2026-03-312026-04-30

XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF11.0K sharesnew addition2026-03-312026-04-30

MGC VANGUARD MEGA CAP ETF2.9K shares0.27%2026-03-312026-04-30

O REALTY INCOME CORP COM11.0K shares0.00%2026-03-312026-04-30

IEFA ISHARES CORE MSCI EAFE ETF7.3K shares0.21%2026-03-312026-04-30

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF26.0K shares76.47%2026-03-312026-04-30

Sponsored

VTEB VANGUARD TAX-EXEMPT BOND ETF12.8K shares1.63%2026-03-312026-04-30

GDX VANECK GOLD MINERS ETF7.0K shares17.76%2026-03-312026-04-30

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF10.2K sharesnew addition2026-03-312026-04-30

WELL WELLTOWER INC COM3.1K shares0.00%2026-03-312026-04-30

LMT LOCKHEED MARTIN CORP COM1.0K shares-13.68%2026-03-312026-04-30

AMGN AMGEN INC COM1.7K shares20.82%2026-03-312026-04-30

SBUX STARBUCKS CORP COM6.8K shares125.95%2026-03-312026-04-30

ASML ASML HLDG NV N Y REGISTRY SHS454 sharesnew addition2026-03-312026-04-30

Sponsored

VT VANGUARD TOTAL WORLD STOCK ETF4.3K shares0.93%2026-03-312026-04-30

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW4.6K shares25.55%2026-03-312026-04-30

ADVANTAGE SOLUTIONS INC COM NEW CL A ADVANTAGE SOLUTIONS INC COM NEW CL A28.2K sharesnew addition2026-03-312026-04-30

VNQ VANGUARD REAL ESTATE ETF6.6K shares-2.65%2026-03-312026-04-30

IVOV VANGUARD S&P MID-CAP 400 VALUE ETF5.6K shares0.00%2026-03-312026-04-30

IWP ISHARES RUSSELL MID-CAP GROWTH ETF4.4K shares4.40%2026-03-312026-04-30

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF12.4K shares-6.27%2026-03-312026-04-30

PM PHILIP MORRIS INTL INC COM3.4K shares165.17%2026-03-312026-04-30

Sponsored

HP INC COM HP INC COM29.4K shares0.00%2026-03-312026-04-30

MERCK & CO INC COM MERCK & CO INC COM4.7K shares22.50%2026-03-312026-04-30

UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW9.8K sharesnew addition2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INC COM2.7K shares2.28%2026-03-312026-04-30

NVS NOVARTIS AG SPONSORED ADR3.6K shares126.85%2026-03-312026-04-30

DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF11.2K shares1.92%2026-03-312026-04-30

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF18.3K shares2.98%2026-03-312026-04-30

ORCL ORACLE CORP COM3.6K shares101.73%2026-03-312026-04-30

Sponsored

IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF22.6K shares99.63%2026-03-312026-04-30

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF9.9K shares0.00%2026-03-312026-04-30

DE DEERE & CO COM927 shares11.02%2026-03-312026-04-30

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A2.6K shares97.43%2026-03-312026-04-30

IJK ISHARES S&P MID-CAP 400 GROWTH ETF5.1K shares1.11%2026-03-312026-04-30

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF9.0K shares102.69%2026-03-312026-04-30

UNH UNITEDHEALTH GROUP INC COM1.9K shares49.28%2026-03-312026-04-30

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF2.1K shares-16.22%2026-03-312026-04-30

Sponsored

MMU WESTERN ASSET MANAGED MUNS FD COM45.9K shares0.58%2026-03-312026-04-30

SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF10.6K shares-18.45%2026-03-312026-04-30

JPC NUVEEN PFD & INCOME OPPORTUNIT COM61.4K shares5.13%2026-03-312026-04-30

PANW PALO ALTO NETWORKS INC COM2.8K sharesnew addition2026-03-312026-04-30

WMB WILLIAMS COS INC COM6.1K shares7.18%2026-03-312026-04-30

PKG PACKAGING CORP AMER COM2.1K sharesnew addition2026-03-312026-04-30

T AT&T INC COM15.0K shares0.60%2026-03-312026-04-30

SCHF SCHWAB INTERNATIONAL EQUITY ETF17.5K shares1.62%2026-03-312026-04-30

Sponsored

QCOM QUALCOMM INC COM3.1K sharesnew addition2026-03-312026-04-30

QQQM INVESCO NASDAQ 100 ETF1.7K sharesnew addition2026-03-312026-04-30

VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF4.0K shares0.20%2026-03-312026-04-30

USB US BANCORP COM NEW7.7K shares-1.09%2026-03-312026-04-30

SCHB SCHWAB U.S. BROAD MARKET ETF15.8K shares0.28%2026-03-312026-04-30

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF14.2K shares12.81%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC COM467 shares10.93%2026-03-312026-04-30

ABT ABBOTT LABORATORIES COM3.8K shares-1.69%2026-03-312026-04-30

Sponsored

PSX PHILLIPS 66 COM2.2K shares0.23%2026-03-312026-04-30

ET ENERGY TRANSFER L P COM UT LTD PTN20.3K shares0.11%2026-03-312026-04-30

BLACKROCK INC COM BLACKROCK INC COM404 sharesnew addition2026-03-312026-04-30

LINDE PLC SHS LINDE PLC SHS765 shares61.73%2026-03-312026-04-30

GE AEROSPACE COM NEW GE AEROSPACE COM NEW1.3K shares8.27%2026-03-312026-04-30

INTC INTEL CORP COM8.5K shares0.58%2026-03-312026-04-30

PTL INSPIRE 500 ETF1.5K shares-43.58%2026-03-312026-04-30

SR SPIRE INC COM4.0K shares0.47%2026-03-312026-04-30

Sponsored

CL COLGATE PALMOLIVE CO COM4.3K shares67.45%2026-03-312026-04-30

ADI ANALOG DEVICES INC COM1.1K sharesnew addition2026-03-312026-04-30

IWO ISHARES RUSSELL 2000 GROWTH ETF1.1K shares-0.52%2026-03-312026-04-30

IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF16.3K shares66.65%2026-03-312026-04-30

IWN ISHARES RUSSELL 2000 VALUE ETF1.9K shares-1.31%2026-03-312026-04-30

TT TRANE TECHNOLOGIES PLC SHS843 shares36.41%2026-03-312026-04-30

AVEM AVANTIS EMERGING MARKETS EQUITY ETF4.3K sharesnew addition2026-03-312026-04-30

BMY BRISTOL-MYERS SQUIBB CO COM5.8K shares1.91%2026-03-312026-04-30

Sponsored

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF2.1K sharesnew addition2026-03-312026-04-30

CSQ CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT19.8K shares1.09%2026-03-312026-04-30

IBIT ISHARES BITCOIN TRUST ETF8.7K sharesnew addition2026-03-312026-04-30

CAT CATERPILLAR INC COM468 shares-3.90%2026-03-312026-04-30

GRAYSCALE BITCOIN MINI TRUST ETF GRAYSCALE BITCOIN MINI TRUST ETF11.1K shares3.15%2026-03-312026-04-30

MPLX MPLX LP COM UNIT REP LTD5.8K shares0.00%2026-03-312026-04-30

TJX TJX COS INC NEW COM2.0K sharesnew addition2026-03-312026-04-30

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND4.3K shares7.34%2026-03-312026-04-30

Sponsored

IJR ISHARES CORE S&P SMALL CAP ETF2.6K shares22.78%2026-03-312026-04-30

GEV GE VERNOVA INC COM364 sharesnew addition2026-03-312026-04-30

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF2.1K sharesnew addition2026-03-312026-04-30

CHD CHURCH & DWIGHT CO INC COM3.3K shares0.00%2026-03-312026-04-30

CAH CARDINAL HEALTH INC COM1.5K shares18.31%2026-03-312026-04-30

IVOG VANGUARD S&P MID-CAP 400 GROWTH ETF2.4K shares0.00%2026-03-312026-04-30

IWB ISHARES RUSSELL 1000 ETF855 sharesnew addition2026-03-312026-04-30

CME CME GROUP INC COM1.0K shares1.78%2026-03-312026-04-30

Sponsored

BMVP INVESCO BLOOMBERG MVP MULTI-FACTOR ETF5.9K shares0.14%2026-03-312026-04-30

EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF4.5K shares-15.28%2026-03-312026-04-30

CVS CVS HEALTH CORP COM4.0K sharesnew addition2026-03-312026-04-30

EEM ISHARES MSCI EMERGING MARKETS ETF5.0K sharesnew addition2026-03-312026-04-30

DHR DANAHER CORP DEL COM1.5K shares7.44%2026-03-312026-04-30

IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF13.3K sharesnew addition2026-03-312026-04-30

AVIV AVANTIS INTERNATIONAL LARGE CAP VALUE ETF3.7K sharesnew addition2026-03-312026-04-30

GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST3.0K shares-17.18%2026-03-312026-04-30

Sponsored

STK COLUMBIA SELIGM PREM TECH GRW COM7.2K shares0.00%2026-03-312026-04-30

VFVA VANGUARD U.S. VALUE FACTOR ETF2.0K shares-4.94%2026-03-312026-04-30

WAB WABTEC COM1.1K shares0.00%2026-03-312026-04-30

AVMC AVANTIS U.S. MID CAP EQUITY ETF3.7K shares11.43%2026-03-312026-04-30

APAM ARTISAN PARTNERS ASSET MGMT I CL A7.3K shares0.00%2026-03-312026-04-30

BP BP PLC SPONSORED ADR5.5K sharesnew addition2026-03-312026-04-30

AEP AMERICAN ELEC PWR CO INC COM2.0K shares0.21%2026-03-312026-04-30

AVLC AVANTIS U.S. LARGE CAP EQUITY ETF3.3K sharesnew addition2026-03-312026-04-30

Sponsored

IVW ISHARES S&P 500 GROWTH ETF2.2K sharesnew addition2026-03-312026-04-30

DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF7.3K shares-0.15%2026-03-312026-04-30

SHEL SHELL PLC SPON ADS2.6K sharesnew addition2026-03-312026-04-30

DEO DIAGEO PLC SPON ADR NEW3.2K sharesnew addition2026-03-312026-04-30

EPS WISDOMTREE U.S. LARGECAP FUND3.5K sharesnew addition2026-03-312026-04-30

PPA INVESCO AEROSPACE & DEFENSE ETF1.4K sharesnew addition2026-03-312026-04-30

ENB ENBRIDGE INC COM4.3K shares0.09%2026-03-312026-04-30

ICE INTERCONTINENTAL EXCHANGE INC COM1.5K sharesnew addition2026-03-312026-04-30

Sponsored

IWM ISHARES RUSSELL 2000 ETF914 sharesnew addition2026-03-312026-04-30

HEGD SWAN HEDGED EQUITY US LARGE CAP ETF9.1K shares0.00%2026-03-312026-04-30

MMM 3M CO COM1.5K shares0.33%2026-03-312026-04-30

THFF FIRST FINANCIAL CORPORATION COM3.5K sharesnew addition2026-03-312026-04-30

BLUEROCK PVT REAL ESTATE FD COM BLUEROCK PVT REAL ESTATE FD COM13.4K sharesnew addition2026-03-312026-04-30

AFL AFLAC INC COM2.0K shares0.00%2026-03-312026-04-30

XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF5.3K sharesnew addition2026-03-312026-04-30

ITW ILLINOIS TOOL WKS INC COM830 shares0.24%2026-03-312026-04-30

Sponsored

VZ VERIZON COMMUNICATIONS INC COM4.3K sharesnew addition2026-03-312026-04-30

CHRW C H ROBINSON WORLDWIDE IN COM NEW1.3K sharesnew addition2026-03-312026-04-30

MDLZ MONDELEZ INTL INC CL A3.6K sharesnew addition2026-03-312026-04-30

IRM IRON MTN INC DEL COM2.0K sharesnew addition2026-03-312026-04-30

VONE VANGUARD RUSSELL 1000 ETF700 shares0.00%2026-03-312026-04-30

IJH ISHARES CORE S&P MID-CAP ETF3.0K sharesnew addition2026-03-312026-04-30

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF1.4K shares-1.40%2026-03-312026-04-30

VGT VANGUARD INFORMATION TECHNOLOGY ETF291 sharesnew addition2026-03-312026-04-30

Sponsored

CMCSA COMCAST CORP NEW CL A7.1K sharesnew addition2026-03-312026-04-30

COLB COLUMBIA BKG SYS INC COM7.4K sharesnew addition2026-03-312026-04-30

CB CHUBB LTD SWITZ COM618 sharesnew addition2026-03-312026-04-30

QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF10.5K shares2.04%2026-03-312026-04-30

GBAB GUGGENHEIM TAXABLE MUNICP BOND COM11.6K shares0.00%2026-03-312026-04-30

CIF MFS INTER HIGH INCOME FD SH BEN INT101.7K shares-3.68%2026-03-312026-04-30

HIX WESTERN ASSET HIGH INCOM FD II COM41.0K shares1.73%2026-03-312026-04-30

KYN KAYNE ANDERSON ENERGY INFRSTR COM10.4K shares0.19%2026-03-312026-04-30

Sponsored

PDT HANCOCK JOHN PREM DIVID FD COM SH BEN INT11.2K shares-30.88%2026-03-312026-04-30

ETV EATON VANCE TAX-MANAGED BUY- COM10.2K shares0.00%2026-03-312026-04-30

PFO FLAHERTY & CRUMRINE PFD INCOME COM11.8K shares0.00%2026-03-312026-04-30

BDJ BLACKROCK ENHANCED EQUITY DIVI COM12.2K shares0.00%2026-03-312026-04-30

CLM CORNERSTONE STRATEGIC INVESTME COM13.2K shares5.62%2026-03-312026-04-30

FF FUTUREFUEL CORP COM10.6K shares-32.05%2026-03-312026-04-30

VUG

VANGUARD GROWTH ETF

1.96%

Shares336.3K

Event2026-03-31

Filed2026-04-30

DFLV

DIMENSIONAL US LARGE CAP VALUE ETF

1.27%

Shares3.0M

Event2026-03-31

Filed2026-04-30

DBEF

XTRACKERS MSCI EAFE HEDGED EQUITY ETF

0.78%

Shares1.5M

Event2026-03-31

Filed2026-04-30

VBK

VANGUARD SMALL-CAP GROWTH ETF

0.82%

Shares121.7K

Event2026-03-31

Filed2026-04-30

DFEM

DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF

0.82%

Shares1.1M

Event2026-03-31

Filed2026-04-30

VTV

VANGUARD VALUE ETF

2.44%

Shares182.2K

Event2026-03-31

Filed2026-04-30

DFSV

DIMENSIONAL US SMALL CAP VALUE ETF

1.41%

Shares998.0K

Event2026-03-31

Filed2026-04-30

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

2.20%

Shares520.1K

Event2026-03-31

Filed2026-04-30

DFAT

DIMENSIONAL U.S. TARGETED VALUE ETF

1.23%

Shares488.6K

Event2026-03-31

Filed2026-04-30

DFIC

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

2.87%

Shares636.5K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC COM

5.74%

Shares72.4K

Event2026-03-31

Filed2026-04-30

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

-0.47%

Shares335.6K

Event2026-03-31

Filed2026-04-30

BND

VANGUARD TOTAL BOND MARKET ETF

-1.26%

Shares208.7K

Event2026-03-31

Filed2026-04-30

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

25.68%

Shares152.7K

Event2026-03-31

Filed2026-04-30

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-2.07%

Shares200.7K

Event2026-03-31

Filed2026-04-30

VBR

VANGUARD SMALL CAP VALUE ETF

0.65%

Shares35.4K

Event2026-03-31

Filed2026-04-30

VOE

VANGUARD MID-CAP VALUE ETF

0.19%

Shares41.2K

Event2026-03-31

Filed2026-04-30

CGCB

CAPITAL GROUP CORE BOND ETF

37.36%

Shares261.6K

Event2026-03-31

Filed2026-04-30

BALL

BALL CORP COM

7.91%

Shares112.0K

Event2026-03-31

Filed2026-04-30

SPY

STATE STREET SPDR S&P 500 ETF

3.40%

Shares9.7K

Event2026-03-31

Filed2026-04-30

DLN

WISDOMTREE U.S. LARGECAP DIVIDEND FUND

22.27%

Shares66.8K

Event2026-03-31

Filed2026-04-30

VOOG

VANGUARD S&P 500 GROWTH ETF

-0.03%

Shares14.6K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION COM

14.01%

Shares33.1K

Event2026-03-31

Filed2026-04-30

VOT

VANGUARD MID-CAP GROWTH ETF

12.16%

Shares21.7K

Event2026-03-31

Filed2026-04-30

CGMU

CAPITAL GROUP MUNICIPAL INCOME ETF

31.42%

Shares202.8K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP COM

41.57%

Shares14.4K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL CL B NEW

21.15%

Shares10.3K

Event2026-03-31

Filed2026-04-30

VANGUARD MID-CAP ETF

16.36%

Shares16.8K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC COM

12.04%

Shares23.0K

Event2026-03-31

Filed2026-04-30

ALPHABET INC CAP STK CL C

-0.63%

Shares16.5K

Event2026-03-31

Filed2026-04-30

RGA

REINSURANCE GROUP AMER INC COM NEW

4.73%

Shares22.4K

Event2026-03-31

Filed2026-04-30

VSDM

VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF

37.90%

Shares58.6K

Event2026-03-31

Filed2026-04-30

ANGL

VANECK FALLEN ANGEL HIGH YIELD BOND ETF

1.93%

Shares155.5K

Event2026-03-31

Filed2026-04-30

PTRB

PGIM TOTAL RETURN BOND ETF

35.34%

Shares105.3K

Event2026-03-31

Filed2026-04-30

EFA

ISHARES MSCI EAFE ETF

1.05%

Shares44.1K

Event2026-03-31

Filed2026-04-30

WMT

WALMART INC COM

18.66%

Shares34.1K

Event2026-03-31

Filed2026-04-30

IWF

ISHARES RUSSELL 1000 GROWTH ETF

-0.86%

Shares9.6K

Event2026-03-31

Filed2026-04-30

EBI

LONGVIEW ADVANTAGE ETF

0.00%

Shares69.4K

Event2026-03-31

Filed2026-04-30

GLD

SPDR GOLD SHARES

382.13%

Shares9.2K

Event2026-03-31

Filed2026-04-30

MICRON TECHNOLOGY INC COM

0.62%

Shares10.6K

Event2026-03-31

Filed2026-04-30

VNLA

JANUS HENDERSON SHORT DURATION INCOME ETF

37.52%

Shares72.3K

Event2026-03-31

Filed2026-04-30

CBSH

COMMERCE BANCSHARES INC COM

New

Shares68.9K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO COM

2.12%

Shares11.4K

Event2026-03-31

Filed2026-04-30

DFGR

DIMENSIONAL GLOBAL REAL ESTATE ETF

-8.49%

Shares117.5K

Event2026-03-31

Filed2026-04-30

SCHX

SCHWAB U.S. LARGE-CAP ETF

4.21%

Shares116.2K

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON COM

49.60%

Shares12.1K

Event2026-03-31

Filed2026-04-30

SLYG

STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF

-4.33%

Shares29.7K

Event2026-03-31

Filed2026-04-30

IWD

ISHARES RUSSELL 1000 VALUE ETF

-1.47%

Shares13.4K

Event2026-03-31

Filed2026-04-30

TTAN

SERVICETITAN INC SHS CL A

0.01%

Shares44.3K

Event2026-03-31

Filed2026-04-30

ALPHABET INC CAP STK CL A

123.84%

Shares9.7K

Event2026-03-31

Filed2026-04-30

DVY

ISHARES SELECT DIVIDEND ETF

-1.93%

Shares18.3K

Event2026-03-31

Filed2026-04-30

PGIM MUNICIPAL INCOME OPPORTUNITIES ETF

28.88%

Shares53.9K

Event2026-03-31

Filed2026-04-30

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

-7.67%

Shares32.4K

Event2026-03-31

Filed2026-04-30

CGMS

CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF

37.66%

Shares96.9K

Event2026-03-31

Filed2026-04-30

INVESCO S&P 500 LOW VOLATILITY ETF

New

Shares35.4K

Event2026-03-31

Filed2026-04-30

AMAT

APPLIED MATLS INC COM

0.27%

Shares7.5K

Event2026-03-31

Filed2026-04-30

MDYG

STATE STREET SPDR S&P 400 MID CAP GROWTH ETF

-9.84%

Shares26.5K

Event2026-03-31

Filed2026-04-30

INVESCO QQQ TRUST SERIES I

219.62%

Shares4.1K

Event2026-03-31

Filed2026-04-30

ISHARES GOLD TRUST

14.41%

Shares26.0K

Event2026-03-31

Filed2026-04-30

IBDR

ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

96.68%

Shares92.5K

Event2026-03-31

Filed2026-04-30

NEE

NEXTERA ENERGY INC COM

23.33%

Shares24.0K

Event2026-03-31

Filed2026-04-30

BSV

VANGUARD SHORT-TERM BOND ETF

-5.56%

Shares28.4K

Event2026-03-31

Filed2026-04-30

GOF

GUGGENHEIM STRATEGIC OPPORTUN COM SBI

-9.55%

Shares201.4K

Event2026-03-31

Filed2026-04-30

VGSH

VANGUARD SHORT-TERM TREASURY ETF

-7.70%

Shares36.7K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD TOTAL STOCK MARKET ETF

-7.17%

Shares6.6K

Event2026-03-31

Filed2026-04-30

VANGUARD S&P 500 ETF

92.79%

Shares3.4K

Event2026-03-31

Filed2026-04-30

FCX

FREEPORT MCMORAN INC CL B

0.00%

Shares34.3K

Event2026-03-31

Filed2026-04-30

BAC

BANK AMERICA CORP COM

0.49%

Shares39.7K

Event2026-03-31

Filed2026-04-30

DFAS

DIMENSIONAL U.S. SMALL CAP ETF

16.76%

Shares27.2K

Event2026-03-31

Filed2026-04-30

NKE

NIKE INC CL B

11.19%

Shares36.3K

Event2026-03-31

Filed2026-04-30

EMR

EMERSON ELEC CO COM

5.52%

Shares14.6K

Event2026-03-31

Filed2026-04-30

VOOV

VANGUARD S&P 500 VALUE ETF

0.31%

Shares9.4K

Event2026-03-31

Filed2026-04-30

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

11.55%

Shares12.7K

Event2026-03-31

Filed2026-04-30

LLY

ELI LILLY & CO COM

16.25%

Shares2.0K

Event2026-03-31

Filed2026-04-30

SPEM

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF

24.87%

Shares39.5K

Event2026-03-31

Filed2026-04-30

DFAW

DIMENSIONAL WORLD EQUITY ETF

10.14%

Shares24.0K

Event2026-03-31

Filed2026-04-30

EFSC

ENTERPRISE FINL SVCS CORP COM

0.00%

Shares32.7K

Event2026-03-31

Filed2026-04-30

MCD

MCDONALDS CORP COM

0.13%

Shares5.6K

Event2026-03-31

Filed2026-04-30

PROCTER & GAMBLE CO COM

34.19%

Shares11.8K

Event2026-03-31

Filed2026-04-30

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

226.46%

Shares15.3K

Event2026-03-31

Filed2026-04-30

IBM

INTERNATIONAL BUSINESS MACHS COM

1.00%

Shares6.9K

Event2026-03-31

Filed2026-04-30

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

-17.13%

Shares17.0K

Event2026-03-31

Filed2026-04-30

CGHM

CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF

42.49%

Shares60.4K

Event2026-03-31

Filed2026-04-30

VANGUARD LARGE-CAP ETF

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-30

AEE

AMEREN CORP COM

-1.09%

Shares13.6K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES CORE S&P 500 ETF

59.11%

Shares2.3K

Event2026-03-31

Filed2026-04-30

PEP

PEPSICO INC COM

10.11%

Shares9.3K

Event2026-03-31

Filed2026-04-30

COST

COSTCO WHOLESALE CORPORATION COM

-3.42%

Shares1.4K

Event2026-03-31

Filed2026-04-30

BOEING CO COM

20.02%

Shares7.0K

Event2026-03-31

Filed2026-04-30

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

-2.24%

Shares35.4K

Event2026-03-31

Filed2026-04-30

ABBV

ABBVIE INC COM

6.88%

Shares6.3K

Event2026-03-31

Filed2026-04-30

CSCO

CISCO SYS INC COM

55.28%

Shares17.5K

Event2026-03-31

Filed2026-04-30

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

-7.07%

Shares19.1K

Event2026-03-31

Filed2026-04-30

INVESCO S&P 500 EQUAL WEIGHT ETF

55.52%

Shares6.9K

Event2026-03-31

Filed2026-04-30

VIOG

VANGUARD S&P SMALL-CAP 600 GROWTH ETF

-0.36%

Shares10.6K

Event2026-03-31

Filed2026-04-30

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

1.06%

Shares18.5K

Event2026-03-31

Filed2026-04-30

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

0.00%

Shares9.0K

Event2026-03-31

Filed2026-04-30

MASTERCARD INCORPORATED CL A

38.80%

Shares2.5K

Event2026-03-31

Filed2026-04-30

VANGUARD SMALL-CAP ETF

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-30

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

1.20%

Shares12.4K

Event2026-03-31

Filed2026-04-30

WWJD

INSPIRE INTERNATIONAL ETF

1.99%

Shares31.6K

Event2026-03-31

Filed2026-04-30

IBDS

ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

116.76%

Shares48.5K

Event2026-03-31

Filed2026-04-30

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

6.63%

Shares7.9K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP COM

15.25%

Shares6.5K

Event2026-03-31

Filed2026-04-30

VIG

VANGUARD DIVIDEND APPRECIATION ETF

-1.95%

Shares5.1K

Event2026-03-31

Filed2026-04-30

UMI

USCF MIDSTREAM ENERGY INCOME FUND ETF

New

Shares17.7K

Event2026-03-31

Filed2026-04-30

WASTE MGMT INC DEL COM

-1.27%

Shares4.5K

Event2026-03-31

Filed2026-04-30

LOW

LOWES COS INC COM

13.72%

Shares4.4K

Event2026-03-31

Filed2026-04-30

CVX

CHEVRON CORPORATION COM

1.04%

Shares5.0K

Event2026-03-31

Filed2026-04-30

AVMV

AVANTIS U.S. MID CAP VALUE ETF

New

Shares13.5K

Event2026-03-31

Filed2026-04-30

HPE

HEWLETT PACKARD ENTERPRISE CO COM

0.00%

Shares41.0K

Event2026-03-31

Filed2026-04-30

ALTRIA GROUP INC COM

214.36%

Shares14.7K

Event2026-03-31

Filed2026-04-30

UNP

UNION PAC CORP COM

37.26%

Shares4.0K

Event2026-03-31

Filed2026-04-30

EPD

ENTERPRISE PRODS PARTNERS L P COM

-16.95%

Shares25.5K

Event2026-03-31

Filed2026-04-30

WFC

WELLS FARGO & CO COM

112.84%

Shares11.9K

Event2026-03-31

Filed2026-04-30

RTX

RTX CORPORATION COM

80.13%

Shares4.8K

Event2026-03-31

Filed2026-04-30

DIS

DISNEY WALT CO COM

170.92%

Shares9.6K

Event2026-03-31

Filed2026-04-30

OKE

ONEOK INC NEW COM

-6.23%

Shares10.2K

Event2026-03-31

Filed2026-04-30

PFE

PFIZER INC COM

25.03%

Shares32.3K

Event2026-03-31

Filed2026-04-30

HOME DEPOT INC COM

34.79%

Shares2.7K

Event2026-03-31

Filed2026-04-30

HON

HONEYWELL INTL INC COM

New

Shares4.0K

Event2026-03-31

Filed2026-04-30

VISA INC COM CL A

73.60%

Shares2.9K

Event2026-03-31

Filed2026-04-30

GENERAL DYNAMICS CORP COM

78.43%

Shares2.6K

Event2026-03-31

Filed2026-04-30