Sponsored

The Analysis of MOSAIC FINANCIAL GROUP, LLC's Holdings & P&L

Currently, MOSAIC FINANCIAL GROUP, LLC holds 126 types of securities in its portfolio with a total value $140.9K. In the most recent quarter, they have increased their positions in ORCL (+2.2K shares, valued at $324), GLD (+618 shares, valued at $266), EVTR (+5.0K shares, valued at $254.2413178984862); decreased their positions in PGX (-85.6K shares, valued at $932.5024248302618), BRK.A (-1 shares, valued at $718), N/A (-2.6K shares, valued at $513.5916955017301); initiated new positions in ORCL (+2.2K shares, valued at $324), GLD (+618 shares, valued at $266), PMBS (+4.5K shares, valued at $224).

1M P&L

+1.5M+1.12%

3M P&L

-4.5M-3.23%

HY P&L

+2.3M+1.76%

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/A67.1K

53.7%

2Software - Infrastructure6.7K

5.4%

3Railroads5.7K

4.6%

Top Industries by Stock Count

1N/A52 stocks

46.4%

2Drug Manufacturers - General5 stocks

4.5%

3Semiconductors4 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR23.9K shares-1.78%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS72.1K shares0.27%2026-03-312026-05-08

MSFT MICROSOFT CORP16.3K shares0.04%2026-03-312026-05-08

UNP UNION PAC CORP23.5K shares-1.15%2026-03-312026-05-08

AAPL APPLE INC18.7K shares-2.73%2026-03-312026-05-08

T AT&T INC129.1K shares0.03%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T19.5K shares0.11%2026-03-312026-05-08

ALPHABET INC ALPHABET INC9.9K shares0.39%2026-03-312026-05-08

Sponsored

JPM JPMORGAN CHASE & CO9.2K shares-0.17%2026-03-312026-05-08

PYLD PIMCO ETF TR99.5K shares6.83%2026-03-312026-05-08

NVS NOVARTIS AG15.0K shares0.00%2026-03-312026-05-08

VTI VANGUARD INDEX FDS6.9K shares0.12%2026-03-312026-05-08

CVX CHEVRON CORP NEW9.9K shares-2.65%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR3.5K shares0.06%2026-03-312026-05-08

LLY ELI LILLY & CO2.1K shares0.34%2026-03-312026-05-08

COP CONOCOPHILLIPS14.4K shares-3.93%2026-03-312026-05-08

Sponsored

VYMI VANGUARD WHITEHALL FDS20.0K shares0.50%2026-03-312026-05-08

BROADCOM INC BROADCOM INC5.9K shares-2.81%2026-03-312026-05-08

SU SUNCOR ENERGY INC NEW25.1K shares0.00%2026-03-312026-05-08

IWM ISHARES TR6.5K shares-6.72%2026-03-312026-05-08

NVDA NVIDIA CORPORATION9.0K shares1.28%2026-03-312026-05-08

FBND FIDELITY MERRIMACK STR TR33.8K shares4.29%2026-03-312026-05-08

DGRW WISDOMTREE TR16.8K shares0.18%2026-03-312026-05-08

FDN FIRST TR EXCHANGE-TRADED FD6.3K shares0.00%2026-03-312026-05-08

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares-33.33%2026-03-312026-05-08

VO VANGUARD INDEX FDS4.7K shares0.11%2026-03-312026-05-08

AMZN AMAZON COM INC6.4K shares0.55%2026-03-312026-05-08

MCD MCDONALDS CORP4.1K shares-0.29%2026-03-312026-05-08

CHTR CHARTER COMMUNICATIONS INC N5.9K shares0.03%2026-03-312026-05-08

DGRO ISHARES TR16.7K shares0.06%2026-03-312026-05-08

BAC BANK AMERICA CORP23.5K shares0.16%2026-03-312026-05-08

VCSH VANGUARD SCOTTSDALE FDS14.4K shares0.00%2026-03-312026-05-08

Sponsored

TJX TJX COS INC NEW7.1K shares-0.18%2026-03-312026-05-08

SPTI SPDR SER TR37.8K shares0.39%2026-03-312026-05-08

XOM EXXON MOBIL CORP6.1K shares-0.87%2026-03-312026-05-08

RYAN RYAN SPECIALTY HOLDINGS INC28.6K shares-0.80%2026-03-312026-05-08

JPST J P MORGAN EXCHANGE TRADED F18.5K shares0.24%2026-03-312026-05-08

ALPHABET INC ALPHABET INC3.3K shares0.00%2026-03-312026-05-08

MINT PIMCO ETF TR9.3K shares-3.13%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC7.7K shares4.30%2026-03-312026-05-08

Sponsored

EVTR EATON VANCE15.7K shares46.76%2026-03-312026-05-08

OKE ONEOK INC NEW8.3K shares0.00%2026-03-312026-05-08

BHP BHP GROUP LTD10.0K shares0.00%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC816 shares0.49%2026-03-312026-05-08

VCIT VANGUARD SCOTTSDALE FDS8.2K shares0.07%2026-03-312026-05-08

FLOT ISHARES TR13.1K shares8.08%2026-03-312026-05-08

WBD WARNER BROS DISCOVERY INC23.9K shares0.06%2026-03-312026-05-08

KKR & CO INC KKR & CO INC7.0K shares0.16%2026-03-312026-05-08

Sponsored

BLACKSTONE INC BLACKSTONE INC5.5K shares0.44%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3K shares-10.05%2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP1.0K shares0.20%2026-03-312026-05-08

WFC WELLS FARGO CO NEW7.6K shares0.59%2026-03-312026-05-08

IWF ISHARES TR1.3K shares-41.35%2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS3.9K shares0.16%2026-03-312026-05-08

EFA ISHARES TR5.9K shares0.00%2026-03-312026-05-08

AMAT APPLIED MATLS INC1.7K shares0.18%2026-03-312026-05-08

Sponsored

FCX FREEPORT-MCMORAN INC9.6K shares0.10%2026-03-312026-05-08

JCPB J P MORGAN EXCHANGE TRADED F11.9K shares0.92%2026-03-312026-05-08

VFH VANGUARD WORLD FDS4.6K shares0.06%2026-03-312026-05-08

ATLANTA BRAVES HLDGS INC ATLANTA BRAVES HLDGS INC12.9K shares0.00%2026-03-312026-05-08

PHO INVESCO EXCHANGE TRADED FD T8.0K shares0.08%2026-03-312026-05-08

VUG VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-05-08

ASTRAZENECA PLC ASTRAZENECA PLC2.6K shares-50.03%2026-03-312026-05-08

FMDE FIDELITY COVINGTON TRUST14.1K shares0.30%2026-03-312026-05-08

Sponsored

CGW INVESCO EXCH TRADED FD TR II7.9K shares0.00%2026-03-312026-05-08

MU MICRON TECHNOLOGY INC1.4K shares0.63%2026-03-312026-05-08

IJR ISHARES TR3.9K shares0.05%2026-03-312026-05-08

FXH FIRST TR EXCHANGE TRADED FD4.3K shares0.00%2026-03-312026-05-08

JAAA JANUS DETROIT STR TR8.9K shares0.44%2026-03-312026-05-08

VTWV VANGUARD SCOTTSDALE FDS2.7K shares0.34%2026-03-312026-05-08

DOV DOVER CORP2.1K shares-13.40%2026-03-312026-05-08

UAL UNITED AIRLS HLDGS INC4.7K shares0.11%2026-03-312026-05-08

Sponsored

XLF SELECT SECTOR SPDR TR8.5K shares0.56%2026-03-312026-05-08

DAL DELTA AIR LINES INC DEL6.1K shares0.45%2026-03-312026-05-08

VNQ VANGUARD INDEX FDS4.4K shares-1.29%2026-03-312026-05-08

VOE VANGUARD INDEX FDS2.1K shares0.00%2026-03-312026-05-08

QUAL ISHARES TR2.0K shares0.00%2026-03-312026-05-08

VTV VANGUARD INDEX FDS1.9K shares0.00%2026-03-312026-05-08

IVE ISHARES TR1.7K shares0.29%2026-03-312026-05-08

MS MORGAN STANLEY2.2K shares0.55%2026-03-312026-05-08

Sponsored

BY BYLINE BANCORP INC11.3K shares0.00%2026-03-312026-05-08

RTX RTX CORPORATION1.8K shares0.33%2026-03-312026-05-08

PG PROCTER AND GAMBLE CO2.4K shares-31.76%2026-03-312026-05-08

CLOI VANECK ETF TRUST6.5K shares-9.40%2026-03-312026-05-08

MO ALTRIA GROUP INC5.2K shares0.19%2026-03-312026-05-08

IQLT ISHARES TR7.3K shares0.00%2026-03-312026-05-08

IEFA ISHARES TR3.7K shares0.00%2026-03-312026-05-08

KMB KIMBERLY-CLARK CORP3.5K shares-8.63%2026-03-312026-05-08

Sponsored

IEI ISHARES TR2.8K shares0.33%2026-03-312026-05-08

CRWD CROWDSTRIKE HLDGS INC842 shares0.00%2026-03-312026-05-08

CAT CATERPILLAR INC459 shares0.44%2026-03-312026-05-08

ORCL ORACLE CORP2.2K sharesnew addition2026-03-312026-05-08

KO COCA COLA CO4.2K shares0.47%2026-03-312026-05-08

MOAT VANECK ETF TRUST3.3K shares0.00%2026-03-312026-05-08

MAR MARRIOTT INTL INC NEW964 shares0.63%2026-03-312026-05-08

VHT VANGUARD WORLD FDS1.2K shares0.00%2026-03-312026-05-08

Sponsored

JNJ JOHNSON & JOHNSON1.3K shares1.10%2026-03-312026-05-08

USMV ISHARES TR3.4K shares0.00%2026-03-312026-05-08

CSCO CISCO SYS INC3.9K shares0.64%2026-03-312026-05-08

PBA PEMBINA PIPELINE CORP6.8K shares0.00%2026-03-312026-05-08

MEDTRONIC PLC MEDTRONIC PLC3.5K shares0.00%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC1.7K shares-2.03%2026-03-312026-05-08

AMGN AMGEN INC781 shares0.90%2026-03-312026-05-08

GLD SPDR GOLD TR618 sharesnew addition2026-03-312026-05-08

Sponsored

EQIX EQUINIX INC265 shares0.00%2026-03-312026-05-08

PLD PROLOGIS INC.1.9K shares-1.58%2026-03-312026-05-08

JSCP J P MORGAN EXCHANGE TRADED F5.3K shares0.00%2026-03-312026-05-08

VBIL VANGUARD SCOTTSDALE FDS3.3K shares0.56%2026-03-312026-05-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP713 shares0.14%2026-03-312026-05-08

ALPS ETF TR ALPS ETF TR4.6K shares1.97%2026-03-312026-05-08

SCZ ISHARES TR3.1K shares-1.28%2026-03-312026-05-08

KYMR KYMERA THERAPEUTICS INC2.9K shares0.00%2026-03-312026-05-08

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD707 shares-3.81%2026-03-312026-05-08

NEE NEXTERA ENERGY INC2.6K shares-2.26%2026-03-312026-05-08

CB CHUBB LIMITED715 shares0.42%2026-03-312026-05-08

QCOM QUALCOMM INC1.8K shares-21.60%2026-03-312026-05-08

PMBS PIMCO ETF TR4.5K sharesnew addition2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS3.5K shares0.00%2026-03-312026-05-08

META META PLATFORMS INC389 shares-60.35%2026-03-312026-05-08

NFLX NETFLIX INC2.3K shares1.32%2026-03-312026-05-08

Sponsored

HON HONEYWELL INTL INC972 sharesnew addition2026-03-312026-05-08

PL PLANET LABS PBC7.8K sharesnew addition2026-03-312026-05-08

DE DEERE & CO377 sharesnew addition2026-03-312026-05-08

GILD GILEAD SCIENCES INC1.5K sharesnew addition2026-03-312026-05-08

ABNB AIRBNB INC1.6K shares-20.61%2026-03-312026-05-08

PGX INVESCO EXCH TRADED FD TR II13.4K shares-86.46%2026-03-312026-05-08

IVV

ISHARES TR

-1.78%

Shares23.9K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

0.27%

Shares72.1K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

0.04%

Shares16.3K

Event2026-03-31

Filed2026-05-08

UNP

UNION PAC CORP

-1.15%

Shares23.5K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-2.73%

Shares18.7K

Event2026-03-31

Filed2026-05-08

AT&T INC

0.03%

Shares129.1K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

0.11%

Shares19.5K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

0.39%

Shares9.9K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

-0.17%

Shares9.2K

Event2026-03-31

Filed2026-05-08

PYLD

PIMCO ETF TR

6.83%

Shares99.5K

Event2026-03-31

Filed2026-05-08

NVS

NOVARTIS AG

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

0.12%

Shares6.9K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORP NEW

-2.65%

Shares9.9K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

0.06%

Shares3.5K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

0.34%

Shares2.1K

Event2026-03-31

Filed2026-05-08

COP

CONOCOPHILLIPS

-3.93%

Shares14.4K

Event2026-03-31

Filed2026-05-08

VYMI

VANGUARD WHITEHALL FDS

0.50%

Shares20.0K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

-2.81%

Shares5.9K

Event2026-03-31

Filed2026-05-08

SUNCOR ENERGY INC NEW

0.00%

Shares25.1K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

-6.72%

Shares6.5K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

1.28%

Shares9.0K

Event2026-03-31

Filed2026-05-08

FBND

FIDELITY MERRIMACK STR TR

4.29%

Shares33.8K

Event2026-03-31

Filed2026-05-08

DGRW

WISDOMTREE TR

0.18%

Shares16.8K

Event2026-03-31

Filed2026-05-08

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

-33.33%

Shares2

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

0.11%

Shares4.7K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

0.55%

Shares6.4K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

-0.29%

Shares4.1K

Event2026-03-31

Filed2026-05-08

CHTR

CHARTER COMMUNICATIONS INC N

0.03%

Shares5.9K

Event2026-03-31

Filed2026-05-08

DGRO

ISHARES TR

0.06%

Shares16.7K

Event2026-03-31

Filed2026-05-08

BAC

BANK AMERICA CORP

0.16%

Shares23.5K

Event2026-03-31

Filed2026-05-08

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares14.4K

Event2026-03-31

Filed2026-05-08

TJX

TJX COS INC NEW

-0.18%

Shares7.1K

Event2026-03-31

Filed2026-05-08

SPTI

SPDR SER TR

0.39%

Shares37.8K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

-0.87%

Shares6.1K

Event2026-03-31

Filed2026-05-08

RYAN

RYAN SPECIALTY HOLDINGS INC

-0.80%

Shares28.6K

Event2026-03-31

Filed2026-05-08

JPST

J P MORGAN EXCHANGE TRADED F

0.24%

Shares18.5K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-08

MINT

PIMCO ETF TR

-3.13%

Shares9.3K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

4.30%

Shares7.7K

Event2026-03-31

Filed2026-05-08

EVTR

EATON VANCE

46.76%

Shares15.7K

Event2026-03-31

Filed2026-05-08

OKE

ONEOK INC NEW

0.00%

Shares8.3K

Event2026-03-31

Filed2026-05-08

BHP

BHP GROUP LTD

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-08

GOLDMAN SACHS GROUP INC

0.49%

Shares816

Event2026-03-31

Filed2026-05-08

VCIT

VANGUARD SCOTTSDALE FDS

0.07%

Shares8.2K

Event2026-03-31

Filed2026-05-08

FLOT

ISHARES TR

8.08%

Shares13.1K

Event2026-03-31

Filed2026-05-08

WBD

WARNER BROS DISCOVERY INC

0.06%

Shares23.9K

Event2026-03-31

Filed2026-05-08

KKR & CO INC

0.16%

Shares7.0K

Event2026-03-31

Filed2026-05-08

BLACKSTONE INC

0.44%

Shares5.5K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

-10.05%

Shares1.3K

Event2026-03-31

Filed2026-05-08

LMT

LOCKHEED MARTIN CORP

0.20%

Shares1.0K

Event2026-03-31

Filed2026-05-08

WFC

WELLS FARGO CO NEW

0.59%

Shares7.6K

Event2026-03-31

Filed2026-05-08

IWF

ISHARES TR

-41.35%

Shares1.3K

Event2026-03-31

Filed2026-05-08

VYM

VANGUARD WHITEHALL FDS

0.16%

Shares3.9K

Event2026-03-31

Filed2026-05-08

EFA

ISHARES TR

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-08

AMAT

APPLIED MATLS INC

0.18%

Shares1.7K

Event2026-03-31

Filed2026-05-08

FCX

FREEPORT-MCMORAN INC

0.10%

Shares9.6K

Event2026-03-31

Filed2026-05-08

JCPB

J P MORGAN EXCHANGE TRADED F

0.92%

Shares11.9K

Event2026-03-31

Filed2026-05-08

VFH

VANGUARD WORLD FDS

0.06%

Shares4.6K

Event2026-03-31

Filed2026-05-08

ATLANTA BRAVES HLDGS INC

0.00%

Shares12.9K

Event2026-03-31

Filed2026-05-08

PHO

INVESCO EXCHANGE TRADED FD T

0.08%

Shares8.0K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-08

ASTRAZENECA PLC

-50.03%

Shares2.6K

Event2026-03-31

Filed2026-05-08

FMDE

FIDELITY COVINGTON TRUST

0.30%

Shares14.1K

Event2026-03-31

Filed2026-05-08

CGW

INVESCO EXCH TRADED FD TR II

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-08

MICRON TECHNOLOGY INC

0.63%

Shares1.4K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

0.05%

Shares3.9K

Event2026-03-31

Filed2026-05-08

FXH

FIRST TR EXCHANGE TRADED FD

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-08

JAAA

JANUS DETROIT STR TR

0.44%

Shares8.9K

Event2026-03-31

Filed2026-05-08

VTWV

VANGUARD SCOTTSDALE FDS

0.34%

Shares2.7K

Event2026-03-31

Filed2026-05-08

DOV

DOVER CORP

-13.40%

Shares2.1K

Event2026-03-31

Filed2026-05-08

UAL

UNITED AIRLS HLDGS INC

0.11%

Shares4.7K

Event2026-03-31

Filed2026-05-08

XLF

SELECT SECTOR SPDR TR

0.56%

Shares8.5K

Event2026-03-31

Filed2026-05-08

DAL

DELTA AIR LINES INC DEL

0.45%

Shares6.1K

Event2026-03-31

Filed2026-05-08

VNQ

VANGUARD INDEX FDS

-1.29%

Shares4.4K

Event2026-03-31

Filed2026-05-08

VOE

VANGUARD INDEX FDS

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-08

QUAL

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-08

IVE

ISHARES TR

0.29%

Shares1.7K

Event2026-03-31

Filed2026-05-08

MORGAN STANLEY

0.55%

Shares2.2K

Event2026-03-31

Filed2026-05-08

BYLINE BANCORP INC

0.00%

Shares11.3K

Event2026-03-31

Filed2026-05-08

RTX

RTX CORPORATION

0.33%

Shares1.8K

Event2026-03-31

Filed2026-05-08

PROCTER AND GAMBLE CO

-31.76%

Shares2.4K

Event2026-03-31

Filed2026-05-08

CLOI

VANECK ETF TRUST

-9.40%

Shares6.5K

Event2026-03-31

Filed2026-05-08

ALTRIA GROUP INC

0.19%

Shares5.2K

Event2026-03-31

Filed2026-05-08

IQLT

ISHARES TR

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-08

IEFA

ISHARES TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-08

KMB

KIMBERLY-CLARK CORP

-8.63%

Shares3.5K

Event2026-03-31

Filed2026-05-08

IEI

ISHARES TR

0.33%

Shares2.8K

Event2026-03-31

Filed2026-05-08

CRWD

CROWDSTRIKE HLDGS INC

0.00%

Shares842

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

0.44%

Shares459

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

New

Shares2.2K

Event2026-03-31

Filed2026-05-08

COCA COLA CO

0.47%

Shares4.2K

Event2026-03-31

Filed2026-05-08

MOAT

VANECK ETF TRUST

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-08

MAR

MARRIOTT INTL INC NEW

0.63%

Shares964

Event2026-03-31

Filed2026-05-08

VHT

VANGUARD WORLD FDS

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

1.10%

Shares1.3K

Event2026-03-31

Filed2026-05-08

USMV

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-08

CSCO

CISCO SYS INC

0.64%

Shares3.9K

Event2026-03-31

Filed2026-05-08

PBA

PEMBINA PIPELINE CORP

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-08

MEDTRONIC PLC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-08

PHILIP MORRIS INTL INC

-2.03%

Shares1.7K

Event2026-03-31

Filed2026-05-08

AMGN

AMGEN INC

0.90%

Shares781

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TR

New

Shares618

Event2026-03-31

Filed2026-05-08

EQIX

EQUINIX INC

0.00%

Shares265

Event2026-03-31

Filed2026-05-08

PLD

PROLOGIS INC.

-1.58%

Shares1.9K

Event2026-03-31

Filed2026-05-08

JSCP

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-08

VBIL

VANGUARD SCOTTSDALE FDS

0.56%

Shares3.3K

Event2026-03-31

Filed2026-05-08

GENERAL DYNAMICS CORP

0.14%

Shares713

Event2026-03-31

Filed2026-05-08

ALPS ETF TR

1.97%

Shares4.6K

Event2026-03-31

Filed2026-05-08

SCZ

ISHARES TR

-1.28%

Shares3.1K

Event2026-03-31

Filed2026-05-08

KYMR

KYMERA THERAPEUTICS INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-08

TSM

TAIWAN SEMICONDUCTOR MFG LTD

-3.81%

Shares707

Event2026-03-31

Filed2026-05-08

NEE

NEXTERA ENERGY INC

-2.26%

Shares2.6K

Event2026-03-31

Filed2026-05-08

CHUBB LIMITED

0.42%

Shares715

Event2026-03-31

Filed2026-05-08

QCOM

QUALCOMM INC

-21.60%

Shares1.8K

Event2026-03-31

Filed2026-05-08

PMBS

PIMCO ETF TR

New

Shares4.5K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-08