Sponsored

The Analysis of Moss Adams Wealth Advisors LLC's Holdings & P&L

Currently, Moss Adams Wealth Advisors LLC holds 270 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in VTI (+38.4K shares, valued at $12.3M), XLU (+84.7K shares, valued at $3.9M), CIBR (+60.9K shares, valued at $3.8M); decreased their positions in IJR (-121.5K shares, valued at $15.1M), N/A (-35.9K shares, valued at $6.9M), BUG (-140.1K shares, valued at $3.5M); initiated new positions in CIBR (+60.9K shares, valued at $3.8M), N/A (+13.4K shares, valued at $1.8M), DGX (+5.1K shares, valued at $1.0M).

1M P&L

+54.3M+3.78%

3M P&L

+76.9M+5.44%

HY P&L

+148.5M+11.06%

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/A1.1B

84.5%

2Consumer Electronics27.2M

2.1%

3Software - Infrastructure21.0M

1.6%

Top Industries by Stock Count

1N/A66 stocks

26.7%

2Software - Application9 stocks

3.6%

3Semiconductors9 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS1.3M shares3.15%2026-03-312026-04-23

JCPB J P MORGAN EXCHANGE TRADED F2.6M shares2.31%2026-03-312026-04-23

PAVE GLOBAL X FDS1.8M shares2.99%2026-03-312026-04-23

XLU SELECT SECTOR SPDR TR1.8M shares4.95%2026-03-312026-04-23

SMH VANECK ETF TRUST173.5K shares-2.24%2026-03-312026-04-23

DFIC DIMENSIONAL ETF TRUST1.9M shares3.95%2026-03-312026-04-23

XLRE SELECT SECTOR SPDR TR1.6M shares4.61%2026-03-312026-04-23

XLC SELECT SECTOR SPDR TR484.5K shares1.39%2026-03-312026-04-23

Sponsored

BUG GLOBAL X FDS1.4M shares-8.83%2026-03-312026-04-23

AAPL APPLE INC107.1K shares3.50%2026-03-312026-04-23

MSFT MICROSOFT CORP45.2K shares-0.92%2026-03-312026-04-23

SPDW SPDR INDEX SHS FDS349.6K shares-3.25%2026-03-312026-04-23

IWV ISHARES TR41.9K shares-14.40%2026-03-312026-04-23

NVDA NVIDIA CORPORATION82.7K shares8.97%2026-03-312026-04-23

VIOO VANGUARD ADMIRAL FDS INC117.8K shares-5.60%2026-03-312026-04-23

ALPHABET INC ALPHABET INC42.4K shares4.67%2026-03-312026-04-23

Sponsored

AMZN AMAZON COM INC50.3K shares3.14%2026-03-312026-04-23

SPEM SPDR INDEX SHS FDS217.0K shares1.51%2026-03-312026-04-23

ALPHABET INC ALPHABET INC27.9K shares4.83%2026-03-312026-04-23

XOM EXXON MOBIL CORP38.5K shares2.72%2026-03-312026-04-23

META META PLATFORMS INC11.3K shares4.88%2026-03-312026-04-23

BROADCOM INC BROADCOM INC19.8K shares8.27%2026-03-312026-04-23

IJR ISHARES TR46.0K shares-72.52%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS8.9K shares0.30%2026-03-312026-04-23

Sponsored

VPU VANGUARD WORLD FD25.6K shares-0.30%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION4.4K shares5.85%2026-03-312026-04-23

SOXX ISHARES TR12.5K shares-0.03%2026-03-312026-04-23

HYG ISHARES TR49.5K shares10.64%2026-03-312026-04-23

CIBR FIRST TR EXCHANGE-TRADED FD60.9K sharesnew addition2026-03-312026-04-23

TSLA TESLA INC9.9K shares6.81%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T5.7K shares-3.04%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO12.3K shares6.92%2026-03-312026-04-23

Sponsored

JNJ JOHNSON & JOHNSON12.5K shares5.20%2026-03-312026-04-23

WMT WALMART INC24.2K shares5.64%2026-03-312026-04-23

MA MASTERCARD INCORPORATED5.7K shares5.99%2026-03-312026-04-23

JMUB J P MORGAN EXCHANGE TRADED F56.7K shares96.03%2026-03-312026-04-23

HD HOME DEPOT INC8.3K shares3.12%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR4.7K shares-1.36%2026-03-312026-04-23

IWF ISHARES TR6.2K shares0.00%2026-03-312026-04-23

LLY ELI LILLY & CO2.9K shares9.13%2026-03-312026-04-23

Sponsored

RWO SPDR INDEX SHS FDS56.7K shares-10.09%2026-03-312026-04-23

UPS UNITED PARCEL SVCS INC25.3K shares0.34%2026-03-312026-04-23

XLK SELECT SECTOR SPDR TR17.7K shares-25.14%2026-03-312026-04-23

GLD SPDR GOLD TR5.4K shares-1.08%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T12.0K shares-74.98%2026-03-312026-04-23

MS MORGAN STANLEY13.4K shares1.93%2026-03-312026-04-23

ASML ASML HLDG NV1.6K shares0.00%2026-03-312026-04-23

AGG ISHARES TR20.7K shares-3.20%2026-03-312026-04-23

Sponsored

AOA ISHARES TR22.9K shares21.07%2026-03-312026-04-23

MUB ISHARES TR17.9K shares-10.24%2026-03-312026-04-23

IVV ISHARES TR2.9K shares0.04%2026-03-312026-04-23

ORCL ORACLE CORP12.5K shares7.20%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS7.5K shares1.95%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC14.9K shares5.23%2026-03-312026-04-23

FUNDRISE INNOVATION FD LLC FUNDRISE INNOVATION FD LLC13.4K sharesnew addition2026-03-312026-04-23

AOR ISHARES TR26.3K shares15.48%2026-03-312026-04-23

Sponsored

NFLX NETFLIX INC.16.4K shares6.19%2026-03-312026-04-23

CVX CHEVRON CORPORATION7.6K shares9.24%2026-03-312026-04-23

ABBV ABBVIE INC7.0K shares8.73%2026-03-312026-04-23

V VISA INC5.0K shares-8.37%2026-03-312026-04-23

MU MICRON TECHNOLOGY INC4.3K shares16.86%2026-03-312026-04-23

CSCO CISCO SYS INC18.6K shares6.57%2026-03-312026-04-23

KTOS KRATOS DEFENSE & SEC SOLUTIO20.3K shares0.63%2026-03-312026-04-23

KO COCA COLA CO17.7K shares7.83%2026-03-312026-04-23

Sponsored

VO VANGUARD INDEX FDS4.6K shares21.85%2026-03-312026-04-23

MCD MCDONALDS CORP4.2K shares7.25%2026-03-312026-04-23

AMAT APPLIED MATLS INC3.7K shares2.64%2026-03-312026-04-23

IVW ISHARES TR11.1K shares-3.50%2026-03-312026-04-23

AMGN AMGEN INC3.5K shares5.72%2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC6.1K shares-0.23%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC8.5K shares4.02%2026-03-312026-04-23

ICE INTERCONTINENTAL EXCHANGE IN7.9K shares4.25%2026-03-312026-04-23

Sponsored

BAC BANK AMERICA CORP24.8K shares5.26%2026-03-312026-04-23

RTX RTX CORPORATION6.1K shares5.89%2026-03-312026-04-23

INTU INTUIT2.7K shares-2.47%2026-03-312026-04-23

REGN REGENERON PHARMACEUTICALS1.5K shares2.60%2026-03-312026-04-23

PG PROCTER & GAMBLE CO8.0K shares30.28%2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC4.1K shares-13.58%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE3.6K shares13.10%2026-03-312026-04-23

DGX QUEST DIAGNOSTICS INC5.1K sharesnew addition2026-03-312026-04-23

Sponsored

ABT ABBOTT LABORATORIES9.7K shares-0.46%2026-03-312026-04-23

CITIGROUP INC CITIGROUP INC8.8K shares-25.41%2026-03-312026-04-23

CAT CATERPILLAR INC1.4K shares6.50%2026-03-312026-04-23

HON HONEYWELL INTL INC4.3K shares1.33%2026-03-312026-04-23

ADSK AUTODESK INC4.1K shares-4.31%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC1.1K shares13.63%2026-03-312026-04-23

IVE ISHARES TR4.5K shares0.00%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC5.7K shares10.31%2026-03-312026-04-23

Sponsored

WFC WELLS FARGO & CO11.8K shares-2.24%2026-03-312026-04-23

GEV GE VERNOVA INC1.0K shares7.18%2026-03-312026-04-23

ROK ROCKWELL AUTOMATION INC2.5K shares-1.29%2026-03-312026-04-23

BLD TOPBUILD COR2.6K shares-12.94%2026-03-312026-04-23

VTEC VANGUARD CALIF TAX FREE FDS9.0K shares63.00%2026-03-312026-04-23

IEFA ISHARES TR9.8K shares0.00%2026-03-312026-04-23

IEMG ISHARES INC12.7K shares-8.05%2026-03-312026-04-23

PFE PFIZER INC31.2K shares11.78%2026-03-312026-04-23

Sponsored

TJX TJX COS INC NEW5.5K shares8.26%2026-03-312026-04-23

DHR DANAHER CORP DEL4.6K shares-5.59%2026-03-312026-04-23

NEE NEXTERA ENERGY INC9.1K shares7.60%2026-03-312026-04-23

BA BOEING CO4.2K shares1.27%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP3.9K shares17.10%2026-03-312026-04-23

ESML ISHARES TR17.4K shares-7.89%2026-03-312026-04-23

VB VANGUARD INDEX FDS3.1K shares0.00%2026-03-312026-04-23

LINDE PLC LINDE PLC1.6K shares33.56%2026-03-312026-04-23

Sponsored

IWD ISHARES TR3.6K shares0.00%2026-03-312026-04-23

IFRA ISHARES TR13.3K shares0.00%2026-03-312026-04-23

KLAC KLA CORP505 shares2.02%2026-03-312026-04-23

T AT&T INC25.6K shares16.71%2026-03-312026-04-23

SNDK SANDISK CORP1.1K shares7.11%2026-03-312026-04-23

UBER UBER TECHNOLOGIES INC10.0K shares-4.46%2026-03-312026-04-23

QUAL ISHARES TR3.7K shares0.00%2026-03-312026-04-23

RMD RESMED INC3.1K shares-0.35%2026-03-312026-04-23

Sponsored

EATON CORP PLC EATON CORP PLC1.9K shares15.76%2026-03-312026-04-23

GILD GILEAD SCIENCES INC4.9K shares9.24%2026-03-312026-04-23

INTC INTEL CORP15.3K shares15.01%2026-03-312026-04-23

BNDW VANGUARD SCOTTSDALE FDS9.8K shares0.00%2026-03-312026-04-23

IWR ISHARES TR6.7K shares-0.84%2026-03-312026-04-23

AXP AMERICAN EXPRESS CO2.2K shares-1.96%2026-03-312026-04-23

CRM SALESFORCE INC3.4K shares-2.44%2026-03-312026-04-23

MFC MANULIFE FINL CORP18.1K shares5.40%2026-03-312026-04-23

Sponsored

PEP PEPSICO INC4.0K shares5.04%2026-03-312026-04-23

IWB ISHARES TR1.7K shares0.00%2026-03-312026-04-23

TMO THERMO FISHER SCIENTIFIC INC1.2K shares-4.55%2026-03-312026-04-23

SBUX STARBUCKS CORP6.8K shares6.45%2026-03-312026-04-23

FDX FEDEX CORP1.7K shares3.74%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC11.7K shares19.60%2026-03-312026-04-23

BLACKROCK INC BLACKROCK INC573 shares10.83%2026-03-312026-04-23

WDC WESTERN DIGITAL CORP2.0K shares2.72%2026-03-312026-04-23

Sponsored

VEA VANGUARD TAX-MANAGED FDS8.5K shares1.36%2026-03-312026-04-23

SO SOUTHERN CO5.6K shares6.49%2026-03-312026-04-23

SCHW SCHWAB CHARLES CORP5.7K shares14.87%2026-03-312026-04-23

NTRA NATERA INC2.6K shares1.85%2026-03-312026-04-23

APH AMPHENOL CORP4.1K shares11.59%2026-03-312026-04-23

UNP UNION PAC CORP2.1K shares2.04%2026-03-312026-04-23

TMUS T-MOBILE US INC2.3K shares19.58%2026-03-312026-04-23

PGR PROGRESSIVE CORP2.4K shares14.95%2026-03-312026-04-23

Sponsored

ADI ANALOG DEVICES INC1.5K shares-1.31%2026-03-312026-04-23

VGIT VANGUARD SCOTTSDALE FDS8.0K shares0.00%2026-03-312026-04-23

CB CHUBB LTD SWITZ1.4K shares6.11%2026-03-312026-04-23

BND VANGUARD BD INDEX FDS6.3K sharesnew addition2026-03-312026-04-23

GLW CORNING INC3.4K shares0.83%2026-03-312026-04-23

BLACKSTONE INC BLACKSTONE INC4.0K shares-0.89%2026-03-312026-04-23

VV VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-04-23

HLT HILTON WORLDWIDE HLDGS INC1.5K shares13.08%2026-03-312026-04-23

Sponsored

DVY ISHARES TR3.0K shares0.00%2026-03-312026-04-23

ISRG INTUITIVE SURGICAL INC989 shares0.30%2026-03-312026-04-23

EEM ISHARES TR7.9K shares0.00%2026-03-312026-04-23

LOW LOWES COS INC1.9K shares9.46%2026-03-312026-04-23

AOM ISHARES TR9.4K shares0.82%2026-03-312026-04-23

URI UNITED RENTALS INC605 shares2.02%2026-03-312026-04-23

WELL WELLTOWER INC2.2K shares17.58%2026-03-312026-04-23

COP CONOCOPHILLIPS3.3K shares19.35%2026-03-312026-04-23

Sponsored

TXN TEXAS INSTRS INC2.2K shares22.86%2026-03-312026-04-23

VXUS VANGUARD STAR FDS5.6K sharesnew addition2026-03-312026-04-23

IWP ISHARES TR3.3K shares0.00%2026-03-312026-04-23

VRTX VERTEX PHARMACEUTICALS INC957 shares12.85%2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.2K shares0.09%2026-03-312026-04-23

PANW PALO ALTO NETWORKS INC2.6K shares52.04%2026-03-312026-04-23

PCAR PACCAR INC3.6K shares1.55%2026-03-312026-04-23

SJNK SPDR SERIES TRUST16.6K shares0.00%2026-03-312026-04-23

Sponsored

EME EMCOR GROUP INC560 shares4.48%2026-03-312026-04-23

MEDTRONIC PLC MEDTRONIC PLC4.7K shares14.50%2026-03-312026-04-23

APP APPLOVIN CORP1.0K shares4.28%2026-03-312026-04-23

DIS DISNEY WALT CO4.2K shares12.71%2026-03-312026-04-23

DE DEERE & CO717 shares4.37%2026-03-312026-04-23

NEM NEWMONT CORP3.7K shares-0.43%2026-03-312026-04-23

VGT VANGUARD WORLD FD575 shares0.00%2026-03-312026-04-23

AMT AMERICAN TOWER CORP2.3K shares19.39%2026-03-312026-04-23

Sponsored

BKNG BOOKING HOLDINGS INC94 shares-4.08%2026-03-312026-04-23

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K shares2.68%2026-03-312026-04-23

ARISTA NETWORKS INC ARISTA NETWORKS INC3.2K shares17.22%2026-03-312026-04-23

PH PARKER-HANNIFIN CORP440 shares1.85%2026-03-312026-04-23

SYK STRYKER CORPORATION1.2K shares27.60%2026-03-312026-04-23

BMY BRISTOL-MYERS SQUIBB CO6.4K shares15.22%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP644 shares18.17%2026-03-312026-04-23

NOW SERVICENOW INC3.7K shares9.77%2026-03-312026-04-23

Sponsored

NUHY NUSHARES ETF TR17.8K shares0.02%2026-03-312026-04-23

WM WASTE MGMT INC DEL1.6K shares18.95%2026-03-312026-04-23

MCK MCKESSON CORP430 shares6.70%2026-03-312026-04-23

CDNS CADENCE DESIGN SYSTEM INC1.3K shares4.86%2026-03-312026-04-23

MO ALTRIA GROUP INC5.5K shares9.62%2026-03-312026-04-23

EQIX EQUINIX INC378 shares16.67%2026-03-312026-04-23

LH LABCORP HOLDINGS INC1.4K shares3.57%2026-03-312026-04-23

COF CAPITAL ONE FINL CORP2.0K shares8.14%2026-03-312026-04-23

Sponsored

LASR NLIGHT INC6.3K shares0.00%2026-03-312026-04-23

O REALTY INCOME CORP5.8K shares12.83%2026-03-312026-04-23

HCA HCA HEALTHCARE INC732 shares11.93%2026-03-312026-04-23

CMI CUMMINS INC643 shares14.82%2026-03-312026-04-23

EAOA ISHARES TR8.4K sharesnew addition2026-03-312026-04-23

PSX PHILLIPS 661.9K shares11.38%2026-03-312026-04-23

SPGI S&P GLOBAL INC796 shares-20.32%2026-03-312026-04-23

CMCSA COMCAST CORP NEW11.8K shares20.02%2026-03-312026-04-23

Sponsored

CME CME GROUP INC1.1K shares10.33%2026-03-312026-04-23

WMB WILLIAMS COS INC4.5K shares3.90%2026-03-312026-04-23

TT TRANE TECHNOLOGIES PLC785 shares5.80%2026-03-312026-04-23

ADBE ADOBE INC1.3K shares6.93%2026-03-312026-04-23

MPC MARATHON PETE CORP1.3K sharesnew addition2026-03-312026-04-23

AKAM AKAMAI TECHNOLOGIES INC2.8K shares3.20%2026-03-312026-04-23

QCOM QUALCOMM INC2.5K shares-47.73%2026-03-312026-04-23

KR KROGER CO4.3K shares0.30%2026-03-312026-04-23

Sponsored

MMM 3M CO2.2K shares3.69%2026-03-312026-04-23

DFAT DIMENSIONAL ETF TRUST5.0K sharesnew addition2026-03-312026-04-23

VYM VANGUARD WHITEHALL FDS2.1K shares0.00%2026-03-312026-04-23

HTH HILLTOP HLDGS INC8.5K shares0.00%2026-03-312026-04-23

IDXX IDEXX LABS INC533 shares-1.48%2026-03-312026-04-23

CRWD CROWDSTRIKE HLDGS INC767 shares-2.66%2026-03-312026-04-23

BSX BOSTON SCIENTIFIC CORP4.7K shares-17.19%2026-03-312026-04-23

VUG VANGUARD INDEX FDS677 shares0.00%2026-03-312026-04-23

Sponsored

FIX COMFORT SYS USA INC212 sharesnew addition2026-03-312026-04-23

CL COLGATE PALMOLIVE CO3.4K shares6.93%2026-03-312026-04-23

FAST FASTENAL CO6.2K shares22.82%2026-03-312026-04-23

OXY OCCIDENTAL PETE CORP4.4K shares-48.22%2026-03-312026-04-23

NKE NIKE INC5.4K shares-1.73%2026-03-312026-04-23

PLD PROLOGIS INC.2.1K shares-6.89%2026-03-312026-04-23

ORLY OREILLY AUTOMOTIVE INC3.1K shares2.30%2026-03-312026-04-23

BK BANK NEW YORK MELLON CORP2.4K shares14.25%2026-03-312026-04-23

Sponsored

CEG CONSTELLATION ENERGY CORP996 shares16.08%2026-03-312026-04-23

CMF ISHARES TR4.9K shares-55.16%2026-03-312026-04-23

BP BP PLC5.9K shares0.00%2026-03-312026-04-23

WAB WABTEC1.1K shares3.49%2026-03-312026-04-23

EMR EMERSON ELEC CO2.1K shares5.52%2026-03-312026-04-23

VRT VERTIV HOLDINGS CO1.1K sharesnew addition2026-03-312026-04-23

LHX L3HARRIS TECHNOLOGIES INC777 shares9.75%2026-03-312026-04-23

XLY SELECT SECTOR SPDR TR2.5K shares0.00%2026-03-312026-04-23

Sponsored

PNC PNC FINL SVCS GROUP INC1.3K shares19.81%2026-03-312026-04-23

HWM HOWMET AEROSPACE INC1.1K shares-0.95%2026-03-312026-04-23

NOC NORTHROP GRUMMAN CORP383 shares9.12%2026-03-312026-04-23

FANG DIAMONDBACK ENERGY INC1.3K sharesnew addition2026-03-312026-04-23

GM GENERAL MTRS CO3.5K shares10.71%2026-03-312026-04-23

DASH DOORDASH INC1.7K shares7.62%2026-03-312026-04-23

DHI D R HORTON INC1.9K shares2.93%2026-03-312026-04-23

SHOP SHOPIFY INC2.1K shares0.00%2026-03-312026-04-23

Sponsored

SCHF SCHWAB STRATEGIC TR10.2K shares4.73%2026-03-312026-04-23

PWR QUANTA SVCS INC460 sharesnew addition2026-03-312026-04-23

AEP AMERICAN ELEC PWR CO INC1.9K sharesnew addition2026-03-312026-04-23

JCI JOHNSON CONTROLS INTERNATION1.9K shares4.77%2026-03-312026-04-23

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.2K shares-22.65%2026-03-312026-04-23

BKR BAKER HUGHES COMPANY4.0K sharesnew addition2026-03-312026-04-23

XPO XPO INC1.3K sharesnew addition2026-03-312026-04-23

SCHH SCHWAB STRATEGIC TR11.3K shares0.00%2026-03-312026-04-23

Sponsored

DOW DOW HLDGS INC5.7K sharesnew addition2026-03-312026-04-23

GRMN GARMIN LTD1.0K sharesnew addition2026-03-312026-04-23

EFA ISHARES TR2.5K shares0.00%2026-03-312026-04-23

NSC NORFOLK SOUTHN CORP827 shares4.55%2026-03-312026-04-23

BDX BECTON DICKINSON & CO1.5K shares5.81%2026-03-312026-04-23

CVS CVS HEALTH CORP3.3K shares7.76%2026-03-312026-04-23

KMI KINDER MORGAN INC DEL6.8K sharesnew addition2026-03-312026-04-23

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.3K sharesnew addition2026-03-312026-04-23

Sponsored

ACGL ARCH CAP GROUP LTD2.3K shares2.39%2026-03-312026-04-23

MCO MOODYS CORP508 sharesnew addition2026-03-312026-04-23

EZU ISHARES INC3.5K shares-37.23%2026-03-312026-04-23

ALL ALLSTATE CORP1.1K sharesnew addition2026-03-312026-04-23

ITW ILLINOIS TOOL WKS INC841 shares2.31%2026-03-312026-04-23

CSX CSX CORP5.3K sharesnew addition2026-03-312026-04-23

FCX FREEPORT MCMORAN INC3.7K sharesnew addition2026-03-312026-04-23

VLO VALERO ENERGY CORP866 sharesnew addition2026-03-312026-04-23

Sponsored

USB US BANCORP4.1K sharesnew addition2026-03-312026-04-23

HIG HARTFORD INSURANCE GROUP INC1.6K sharesnew addition2026-03-312026-04-23

SNPS SYNOPSYS INC529 shares-1.67%2026-03-312026-04-23

TRV TRAVELERS COMPANIES INC711 sharesnew addition2026-03-312026-04-23

CENCORA INC CENCORA INC660 shares1.85%2026-03-312026-04-23

EBAY EBAY INC.2.2K sharesnew addition2026-03-312026-04-23

MPWR MONOLITHIC PWR SYS INC185 sharesnew addition2026-03-312026-04-23

SPOT SPOTIFY TECHNOLOGY S A417 shares17.13%2026-03-312026-04-23

Sponsored

F FORD MTR CO14.6K shares2.22%2026-03-312026-04-23

FCT FIRST TR SR FLTG RATE INCOME15.2K shares0.00%2026-03-312026-04-23

OPEN OPENDOOR TECHNOLOGIES INC12.5K shares0.00%2026-03-312026-04-23

PROP PRAIRIE OPER CO25.0K shares0.00%2026-03-312026-04-23

NNVC NANOVIRICIDES INC21.5K shares7.50%2026-03-312026-04-23

TRINITY BIOTECH INVT LTD TRINITY BIOTECH INVT LTD25.7K shares0.00%2026-03-312026-04-23

VTI

VANGUARD INDEX FDS

3.15%

Shares1.3M

Event2026-03-31

Filed2026-04-23

JCPB

J P MORGAN EXCHANGE TRADED F

2.31%

Shares2.6M

Event2026-03-31

Filed2026-04-23

PAVE

GLOBAL X FDS

2.99%

Shares1.8M

Event2026-03-31

Filed2026-04-23

XLU

SELECT SECTOR SPDR TR

4.95%

Shares1.8M

Event2026-03-31

Filed2026-04-23

SMH

VANECK ETF TRUST

-2.24%

Shares173.5K

Event2026-03-31

Filed2026-04-23

DFIC

DIMENSIONAL ETF TRUST

3.95%

Shares1.9M

Event2026-03-31

Filed2026-04-23

XLRE

SELECT SECTOR SPDR TR

4.61%

Shares1.6M

Event2026-03-31

Filed2026-04-23

XLC

SELECT SECTOR SPDR TR

1.39%

Shares484.5K

Event2026-03-31

Filed2026-04-23

BUG

GLOBAL X FDS

-8.83%

Shares1.4M

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

3.50%

Shares107.1K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-0.92%

Shares45.2K

Event2026-03-31

Filed2026-04-23

SPDW

SPDR INDEX SHS FDS

-3.25%

Shares349.6K

Event2026-03-31

Filed2026-04-23

IWV

ISHARES TR

-14.40%

Shares41.9K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

8.97%

Shares82.7K

Event2026-03-31

Filed2026-04-23

VIOO

VANGUARD ADMIRAL FDS INC

-5.60%

Shares117.8K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

4.67%

Shares42.4K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

3.14%

Shares50.3K

Event2026-03-31

Filed2026-04-23

SPEM

SPDR INDEX SHS FDS

1.51%

Shares217.0K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

4.83%

Shares27.9K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

2.72%

Shares38.5K

Event2026-03-31

Filed2026-04-23