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The Analysis of MV CAPITAL MANAGEMENT, INC.'s Holdings & P&L

Currently, MV CAPITAL MANAGEMENT, INC. holds 1197 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in IEFA (+149.8K shares, valued at $13.6M), IBCA (+423.0K shares, valued at $10.8M), IEUR (+139.8K shares, valued at $9.8M); decreased their positions in AGG (-202.6K shares, valued at $20.1M), IWF (-13.5K shares, valued at $5.8M), USMV (-53.9K shares, valued at $5.0M); initiated new positions in N/A (+11.3K shares, valued at $975.1K), OEF (+1.1K shares, valued at $360.1K), JPST (+4.9K shares, valued at $248.5K).

1M P&L

-186.3M-14.87%

3M P&L

-198.4M-15.69%

HY P&L

-169.3M-13.71%

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

1N/A681.1M

69.4%

2Drug Manufacturers - General69.3M

7.1%

3Semiconductors36.9M

3.8%

Top Industries by Stock Count

1N/A112 stocks

10.2%

2Software - Application47 stocks

4.3%

3Software - Infrastructure40 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWD ISHARES TR340.9K shares-5.90%2026-03-312026-04-30

IWF ISHARES TR153.8K shares-8.08%2026-03-312026-04-30

IVV ISHARES TR98.6K shares-4.69%2026-03-312026-04-30

ABBV ABBVIE INC270.6K shares-0.07%2026-03-312026-04-30

IEUR ISHARES TR606.2K shares29.96%2026-03-312026-04-30

IVW ISHARES TR266.3K shares-8.61%2026-03-312026-04-30

ABT ABBOTT LABORATORIES282.5K shares0.19%2026-03-312026-04-30

IEFA ISHARES TR287.0K shares109.26%2026-03-312026-04-30

Sponsored

IBDY ISHARES TR937.2K shares14.67%2026-03-312026-04-30

IBDS ISHARES TR857.6K shares6.73%2026-03-312026-04-30

IVE ISHARES TR97.7K shares-6.42%2026-03-312026-04-30

IBDU ISHARES TR871.2K shares9.63%2026-03-312026-04-30

IBDV ISHARES TR920.1K shares10.08%2026-03-312026-04-30

IBDT ISHARES TR794.5K shares8.74%2026-03-312026-04-30

AAPL APPLE INC78.9K shares-3.06%2026-03-312026-04-30

IBDX ISHARES TR773.3K shares-6.97%2026-03-312026-04-30

Sponsored

NVDA NVIDIA CORPORATION110.3K shares0.46%2026-03-312026-04-30

IBDW ISHARES TR912.1K shares16.76%2026-03-312026-04-30

IBDZ ISHARES TR730.9K shares31.13%2026-03-312026-04-30

IBDR ISHARES TR751.4K shares4.12%2026-03-312026-04-30

IBTG ISHARES TR695.6K shares5.46%2026-03-312026-04-30

USMV ISHARES TR157.5K shares-25.49%2026-03-312026-04-30

IBTH ISHARES TR605.3K shares-8.21%2026-03-312026-04-30

IBCA ISHARES TR459.2K shares1168.93%2026-03-312026-04-30

Sponsored

IWR ISHARES TR113.0K shares9.46%2026-03-312026-04-30

MSFT MICROSOFT CORP29.5K shares1.85%2026-03-312026-04-30

XLK SELECT SECTOR SPDR TR74.0K shares-3.87%2026-03-312026-04-30

IBTI ISHARES TR417.9K shares40.66%2026-03-312026-04-30

FBCG FIDELITY COVINGTON TRUST184.1K shares-9.88%2026-03-312026-04-30

MU MICRON TECHNOLOGY INC27.2K shares-6.18%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO28.9K shares0.44%2026-03-312026-04-30

IWB ISHARES TR23.4K shares-0.30%2026-03-312026-04-30

Sponsored

ALPHABET INC ALPHABET INC27.4K shares-3.88%2026-03-312026-04-30

WMT WALMART INC59.7K shares-1.29%2026-03-312026-04-30

CAT CATERPILLAR INC9.8K shares-6.34%2026-03-312026-04-30

LAM RESEARCH CORP LAM RESEARCH CORP31.3K shares-6.10%2026-03-312026-04-30

IEMG ISHARES INC83.6K shares107.10%2026-03-312026-04-30

DVY ISHARES TR32.8K shares-1.46%2026-03-312026-04-30

IGIB ISHARES TR92.4K shares-8.24%2026-03-312026-04-30

ALPHABET INC ALPHABET INC17.1K shares-3.29%2026-03-312026-04-30

Sponsored

AGG ISHARES TR48.9K shares-80.55%2026-03-312026-04-30

TJX TJX COS INC NEW29.5K shares-1.36%2026-03-312026-04-30

V VISA INC15.3K shares1.26%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION4.6K shares1.31%2026-03-312026-04-30

PG PROCTER & GAMBLE CO28.5K shares0.84%2026-03-312026-04-30

EZU ISHARES INC64.4K shares0.00%2026-03-312026-04-30

ECL ECOLAB INC15.0K shares-1.63%2026-03-312026-04-30

VTV VANGUARD INDEX FDS20.2K shares-0.38%2026-03-312026-04-30

Sponsored

MPWR MONOLITHIC PWR SYS INC3.6K shares-2.83%2026-03-312026-04-30

GRMN GARMIN LTD16.7K shares2.46%2026-03-312026-04-30

CB CHUBB LTD SWITZ11.6K shares-0.38%2026-03-312026-04-30

MA MASTERCARD INCORPORATED7.5K shares1.47%2026-03-312026-04-30

IWP ISHARES TR28.9K shares4.79%2026-03-312026-04-30

CFG CITIZENS FINL GROUP INC59.9K shares-1.85%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON14.4K shares-1.66%2026-03-312026-04-30

HD HOME DEPOT INC9.9K shares0.93%2026-03-312026-04-30

Sponsored

AON PLC AON PLC9.7K shares1.64%2026-03-312026-04-30

IBTJ ISHARES TR142.8K shares1.05%2026-03-312026-04-30

AMGN AMGEN INC8.9K shares-0.28%2026-03-312026-04-30

IWO ISHARES TR9.8K shares7.15%2026-03-312026-04-30

XLU SELECT SECTOR SPDR TR66.2K shares0.37%2026-03-312026-04-30

VUG VANGUARD INDEX FDS7.0K shares-0.44%2026-03-312026-04-30

AMZN AMAZON COM INC14.3K shares-1.90%2026-03-312026-04-30

EXPD EXPEDITORS INTL WASH INC20.5K shares-2.98%2026-03-312026-04-30

Sponsored

CME CME GROUP INC9.9K shares0.38%2026-03-312026-04-30

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC23.2K shares-0.42%2026-03-312026-04-30

QCOM QUALCOMM INC21.5K shares0.82%2026-03-312026-04-30

SYY SYSCO CORP38.7K shares1.21%2026-03-312026-04-30

APD AIR PRODUCTS AND CHEMICALS I9.4K shares1.91%2026-03-312026-04-30

CRM SALESFORCE INC13.7K shares2.35%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T3.8K shares-14.02%2026-03-312026-04-30

Sponsored

PKG PACKAGING CORP AMER11.5K shares0.14%2026-03-312026-04-30

LLY ELI LILLY & CO2.5K shares0.16%2026-03-312026-04-30

XOM EXXON MOBIL CORP13.4K shares4.78%2026-03-312026-04-30

MSCI MSCI INC4.2K shares2.29%2026-03-312026-04-30

XLV SELECT SECTOR SPDR TR14.5K shares-4.21%2026-03-312026-04-30

INTU INTUIT4.8K shares5.89%2026-03-312026-04-30

SHY ISHARES TR25.3K shares6.92%2026-03-312026-04-30

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND9.9K shares-0.11%2026-03-312026-04-30

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.6K shares-5.57%2026-03-312026-04-30

IWN ISHARES TR9.1K shares12.67%2026-03-312026-04-30

IWM ISHARES TR6.3K shares8.38%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS2.4K shares-15.11%2026-03-312026-04-30

IWS ISHARES TR9.6K shares9.38%2026-03-312026-04-30

BROADCOM INC BROADCOM INC4.4K shares14.67%2026-03-312026-04-30

MEDTRONIC PLC MEDTRONIC PLC15.8K shares-9.61%2026-03-312026-04-30

WFC WELLS FARGO & CO16.6K shares-3.45%2026-03-312026-04-30

Sponsored

HDV ISHARES TR8.9K shares-12.67%2026-03-312026-04-30

META META PLATFORMS INC2.1K shares-4.02%2026-03-312026-04-30

MCD MCDONALDS CORP3.7K shares-1.71%2026-03-312026-04-30

XLP SELECT SECTOR SPDR TR14.0K shares-4.51%2026-03-312026-04-30

GILD GILEAD SCIENCES INC7.6K shares0.17%2026-03-312026-04-30

KO COCA COLA CO13.0K shares-1.17%2026-03-312026-04-30

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC11.3K sharesnew addition2026-03-312026-04-30

IJH ISHARES TR14.1K shares0.89%2026-03-312026-04-30

Sponsored

MAR MARRIOTT INTL INC NEW2.9K shares-9.67%2026-03-312026-04-30

RTX RTX CORPORATION4.9K shares-11.52%2026-03-312026-04-30

IBTK ISHARES TR43.3K shares0.00%2026-03-312026-04-30

BAC BANK AMERICA CORP17.4K shares2.96%2026-03-312026-04-30

XLE SELECT SECTOR SPDR TR13.4K shares12.81%2026-03-312026-04-30

AMAT APPLIED MATLS INC2.4K shares0.21%2026-03-312026-04-30

ITW ILLINOIS TOOL WKS INC3.1K shares-0.61%2026-03-312026-04-30

XLF SELECT SECTOR SPDR TR16.1K shares-2.91%2026-03-312026-04-30

Sponsored

TSLA TESLA INC2.1K shares-0.90%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS3.1K shares-1.17%2026-03-312026-04-30

VYM VANGUARD WHITEHALL FDS4.9K shares0.00%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC794 shares-0.13%2026-03-312026-04-30

XLI SELECT SECTOR SPDR TR4.1K shares0.00%2026-03-312026-04-30

IJR ISHARES TR4.7K shares5.71%2026-03-312026-04-30

CVX CHEVRON CORPORATION2.7K shares-9.70%2026-03-312026-04-30

NOC NORTHROP GRUMMAN CORP821 shares0.24%2026-03-312026-04-30

Sponsored

LMT LOCKHEED MARTIN CORP925 shares-8.33%2026-03-312026-04-30

EPD ENTERPRISE PRODS PARTNERS L14.7K shares0.22%2026-03-312026-04-30

ET ENERGY TRANSFER L P28.6K shares1.76%2026-03-312026-04-30

ADI ANALOG DEVICES INC1.7K shares0.30%2026-03-312026-04-30

GE AEROSPACE GE AEROSPACE1.9K shares0.48%2026-03-312026-04-30

IJJ ISHARES TR4.0K shares-1.89%2026-03-312026-04-30

TXN TEXAS INSTRS INC2.6K shares-2.32%2026-03-312026-04-30

CWB SPDR SERIES TRUST5.4K shares0.00%2026-03-312026-04-30

Sponsored

CSCO CISCO SYS INC6.4K shares0.62%2026-03-312026-04-30

AFL AFLAC INC4.3K shares0.21%2026-03-312026-04-30

AXP AMERICAN EXPRESS CO1.5K shares-0.33%2026-03-312026-04-30

SHW SHERWIN WILLIAMS CO1.4K shares-14.63%2026-03-312026-04-30

NEE NEXTERA ENERGY INC4.8K shares0.74%2026-03-312026-04-30

NFLX NETFLIX INC.4.6K shares-13.42%2026-03-312026-04-30

AMP AMERIPRISE FINL INC988 shares-0.40%2026-03-312026-04-30

MET METLIFE INC6.2K shares0.57%2026-03-312026-04-30

Sponsored

MO ALTRIA GROUP INC6.5K shares5.01%2026-03-312026-04-30

HCA HCA HEALTHCARE INC899 shares11.12%2026-03-312026-04-30

ORCL ORACLE CORP2.8K shares-5.18%2026-03-312026-04-30

UNH UNITEDHEALTH GROUP INC1.5K shares-6.43%2026-03-312026-04-30

PSX PHILLIPS 662.2K shares0.23%2026-03-312026-04-30

TPR TAPESTRY INC2.9K shares-13.56%2026-03-312026-04-30

LINDE PLC LINDE PLC800 shares-2.68%2026-03-312026-04-30

GEV GE VERNOVA INC448 shares0.90%2026-03-312026-04-30

Sponsored

CLX CLOROX CO DEL3.7K shares-6.05%2026-03-312026-04-30

CITIGROUP INC CITIGROUP INC3.3K shares20.12%2026-03-312026-04-30

IBMP ISHARES TR14.5K shares0.00%2026-03-312026-04-30

IBMQ ISHARES TR14.4K shares0.00%2026-03-312026-04-30

IBMO ISHARES TR14.3K shares0.00%2026-03-312026-04-30

GM GENERAL MTRS CO4.9K shares-3.82%2026-03-312026-04-30

FDX FEDEX CORP1.0K shares-4.23%2026-03-312026-04-30

IYW ISHARES TR2.0K shares0.00%2026-03-312026-04-30

Sponsored

AMD ADVANCED MICRO DEVICES INC1.8K shares1.02%2026-03-312026-04-30

OEF ISHARES TR1.1K sharesnew addition2026-03-312026-04-30

DIS DISNEY WALT CO3.6K shares-0.55%2026-03-312026-04-30

CMCSA COMCAST CORP NEW11.7K shares34.94%2026-03-312026-04-30

XLB SELECT SECTOR SPDR TR6.7K shares0.00%2026-03-312026-04-30

SYF SYNCHRONY FINANCIAL4.9K shares15.92%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC6.6K shares8.28%2026-03-312026-04-30

IJK ISHARES TR3.2K shares0.00%2026-03-312026-04-30

Sponsored

EBAY EBAY INC.3.6K shares22.10%2026-03-312026-04-30

PEP PEPSICO INC2.1K shares-10.37%2026-03-312026-04-30

PFE PFIZER INC11.5K shares-0.03%2026-03-312026-04-30

MMM 3M CO2.2K shares-0.09%2026-03-312026-04-30

KLAC KLA CORP215 shares0.94%2026-03-312026-04-30

FQAL FIDELITY COVINGTON TRUST4.2K shares0.00%2026-03-312026-04-30

VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2026-03-312026-04-30

NKE NIKE INC5.6K shares-4.27%2026-03-312026-04-30

Sponsored

EMLP FIRST TR EXCHANGE-TRADED FD6.8K shares0.00%2026-03-312026-04-30

DE DEERE & CO523 shares0.19%2026-03-312026-04-30

BLACKROCK INC BLACKROCK INC302 shares3.78%2026-03-312026-04-30

KHC KRAFT HEINZ CO12.4K shares49.02%2026-03-312026-04-30

ADBE ADOBE INC1.1K shares-4.68%2026-03-312026-04-30

WELL WELLTOWER INC1.4K shares1.08%2026-03-312026-04-30

MPC MARATHON PETE CORP1.1K shares-1.72%2026-03-312026-04-30

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.0K shares1.44%2026-03-312026-04-30

Sponsored

TFC TRUIST FINL CORP5.4K shares9.20%2026-03-312026-04-30

ACWI ISHARES TR1.8K shares0.00%2026-03-312026-04-30

JPST J P MORGAN EXCHANGE TRADED F4.9K sharesnew addition2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR430 shares123.96%2026-03-312026-04-30

WM WASTE MGMT INC DEL1.0K shares0.96%2026-03-312026-04-30

DHI D R HORTON INC1.8K shares34.18%2026-03-312026-04-30

EOG EOG RES INC1.6K shares35.18%2026-03-312026-04-30

JBL JABIL INC860 shares-16.99%2026-03-312026-04-30

Sponsored

PH PARKER-HANNIFIN CORP253 shares0.40%2026-03-312026-04-30

NTRS NORTHERN TR CORP1.6K shares-7.59%2026-03-312026-04-30

THE CIGNA GROUP THE CIGNA GROUP815 shares25.97%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INC1.5K shares0.90%2026-03-312026-04-30

MTB M & T BK CORP1.0K shares132.13%2026-03-312026-04-30

ADP AUTOMATIC DATA PROCESSING IN1.0K shares-5.19%2026-03-312026-04-30

APH AMPHENOL CORP1.6K shares0.25%2026-03-312026-04-30

CARR CARRIER GLOBAL CORPORATION3.6K shares64.81%2026-03-312026-04-30

Sponsored

IJS ISHARES TR1.7K shares-6.29%2026-03-312026-04-30

ORLY OREILLY AUTOMOTIVE INC2.1K shares-0.09%2026-03-312026-04-30

KMB KIMBERLY-CLARK CORP2.0K shares0.20%2026-03-312026-04-30

GLD SPDR GOLD TR450 shares-56.56%2026-03-312026-04-30

INTC INTEL CORP4.3K shares0.23%2026-03-312026-04-30

ALB ALBEMARLE CORP1.1K shares0.00%2026-03-312026-04-30

FTNT FORTINET INC2.3K shares-3.06%2026-03-312026-04-30

COP CONOCOPHILLIPS1.4K shares-27.57%2026-03-312026-04-30

Sponsored

MMC MARSH & MCLENNAN COS INC1.0K shares0.59%2026-03-312026-04-30

HSY HERSHEY CO846 shares1.20%2026-03-312026-04-30

OKE ONEOK INC NEW1.9K shares-0.72%2026-03-312026-04-30

TRV TRAVELERS COMPANIES INC591 shares-10.45%2026-03-312026-04-30

PFG PRINCIPAL FINANCIAL GROUP IN1.9K shares123.00%2026-03-312026-04-30

T AT&T INC5.8K shares2.43%2026-03-312026-04-30

VLO VALERO ENERGY CORP670 shares-42.29%2026-03-312026-04-30

SO SOUTHERN CO1.7K shares2.24%2026-03-312026-04-30

Sponsored

CRWD CROWDSTRIKE HLDGS INC415 shares3.49%2026-03-312026-04-30

PM PHILIP MORRIS INTL INC975 shares2.09%2026-03-312026-04-30

MS MORGAN STANLEY970 shares-0.72%2026-03-312026-04-30

AIG AMERICAN INTL GROUP INC2.1K shares3.01%2026-03-312026-04-30

PRU PRUDENTIAL FINL INC1.6K shares18.30%2026-03-312026-04-30

LOW LOWES COS INC665 shares-1.34%2026-03-312026-04-30

UPS UNITED PARCEL SVCS INC1.6K shares153.58%2026-03-312026-04-30

KR KROGER CO2.2K shares424.51%2026-03-312026-04-30

Sponsored

XLC SELECT SECTOR SPDR TR1.4K shares0.00%2026-03-312026-04-30

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL392 shares127.91%2026-03-312026-04-30

BA BOEING CO764 shares-5.21%2026-03-312026-04-30

CEG CONSTELLATION ENERGY CORP541 shares-9.83%2026-03-312026-04-30

SYK STRYKER CORPORATION452 shares0.22%2026-03-312026-04-30

VEU VANGUARD INTL EQUITY INDEX F1.9K shares0.00%2026-03-312026-04-30

STT STATE STR CORP1.2K shares25.76%2026-03-312026-04-30

RSG REPUBLIC SVCS INC656 shares3.63%2026-03-312026-04-30

Sponsored

SCHW SCHWAB CHARLES CORP1.5K shares0.20%2026-03-312026-04-30

ARISTA NETWORKS INC ARISTA NETWORKS INC1.1K shares0.97%2026-03-312026-04-30

VBR VANGUARD INDEX FDS633 shares0.00%2026-03-312026-04-30

GIS GENERAL MILLS INC3.7K shares-15.37%2026-03-312026-04-30

MGV VANGUARD WORLD FD928 shares0.00%2026-03-312026-04-30

IJT ISHARES TR928 shares0.00%2026-03-312026-04-30

MCK MCKESSON CORP155 shares0.65%2026-03-312026-04-30

TFLO ISHARES TR2.6K shares10.76%2026-03-312026-04-30

Sponsored

NXPI NXP SEMICONDUCTORS N V676 shares-7.27%2026-03-312026-04-30

ISRG INTUITIVE SURGICAL INC275 shares-48.02%2026-03-312026-04-30

NTAP NETAPP INC1.2K shares-0.17%2026-03-312026-04-30

JCI JOHNSON CONTROLS INTERNATION935 shares98.51%2026-03-312026-04-30

VGT VANGUARD WORLD FD174 shares0.00%2026-03-312026-04-30

VRTX VERTEX PHARMACEUTICALS INC257 shares35.98%2026-03-312026-04-30

CENCORA INC CENCORA INC364 shares0.55%2026-03-312026-04-30

DLTR DOLLAR TREE INC1.0K shares897.12%2026-03-312026-04-30

Sponsored

ESTA ESTABLISHMENT LABS HLDGS INC2.0K shares0.00%2026-03-312026-04-30

EATON CORP PLC EATON CORP PLC317 shares0.32%2026-03-312026-04-30

TMUS T-MOBILE US INC539 shares13.47%2026-03-312026-04-30

DVN DEVON ENERGY CORP NEW2.2K shares183.52%2026-03-312026-04-30

PYPL PAYPAL HLDGS INC2.5K shares-32.95%2026-03-312026-04-30

PGR PROGRESSIVE CORP563 shares12.38%2026-03-312026-04-30

WDC WESTERN DIGITAL CORP404 shares2.80%2026-03-312026-04-30

PANW PALO ALTO NETWORKS INC677 shares2.27%2026-03-312026-04-30

Sponsored

SBUX STARBUCKS CORP1.2K shares-16.38%2026-03-312026-04-30

CSL CARLISLE COS INC323 shares-30.69%2026-03-312026-04-30

TMO THERMO FISHER SCIENTIFIC INC219 shares4.78%2026-03-312026-04-30

UNP UNION PAC CORP437 shares0.69%2026-03-312026-04-30

USAC USA COMPRESSION PARTNERS LP3.8K shares2.04%2026-03-312026-04-30

NVR NVR INC15 shares66.67%2026-03-312026-04-30

HON HONEYWELL INTL INC430 shares-7.53%2026-03-312026-04-30

BK BANK NEW YORK MELLON CORP818 shares-61.95%2026-03-312026-04-30

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RF REGIONS FINANCIAL CORP NEW3.6K shares-13.57%2026-03-312026-04-30

GLW CORNING INC700 shares1.16%2026-03-312026-04-30

VOT VANGUARD INDEX FDS362 shares0.00%2026-03-312026-04-30

NOW SERVICENOW INC876 shares-38.31%2026-03-312026-04-30

DFUV DIMENSIONAL ETF TRUST1.9K shares0.00%2026-03-312026-04-30

EQT CORP EQT CORP1.4K shares0.43%2026-03-312026-04-30

RCL ROYAL CARIBBEAN GROUP321 shares0.00%2026-03-312026-04-30

SCKT SOCKET MOBILE INC101.6K shares4.79%2026-03-312026-04-30

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CF CF INDUSTRIES HOLD674 shares0.15%2026-03-312026-04-30

CDNS CADENCE DESIGN SYSTEM INC312 shares2.30%2026-03-312026-04-30

VOE VANGUARD INDEX FDS470 shares0.00%2026-03-312026-04-30

HP INC HP INC4.4K shares1.93%2026-03-312026-04-30

EQIX EQUINIX INC86 shares19.44%2026-03-312026-04-30

NEU NEWMARKET CORP131 shares-2.24%2026-03-312026-04-30

NUE NUCOR CORP494 shares0.20%2026-03-312026-04-30

UBER UBER TECHNOLOGIES INC1.1K shares-8.11%2026-03-312026-04-30

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TT TRANE TECHNOLOGIES PLC196 shares-0.51%2026-03-312026-04-30

VOX VANGUARD WORLD FD453 shares0.00%2026-03-312026-04-30

WMB WILLIAMS COS INC1.1K shares1.39%2026-03-312026-04-30

SPGI S&P GLOBAL INC186 shares-3.13%2026-03-312026-04-30

SRE SEMPRA809 shares1.51%2026-03-312026-04-30

CMI CUMMINS INC146 shares0.00%2026-03-312026-04-30

VO VANGUARD INDEX FDS268 shares1388.89%2026-03-312026-04-30

APP APPLOVIN CORP192 shares-4.95%2026-03-312026-04-30

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COF CAPITAL ONE FINL CORP418 shares1.70%2026-03-312026-04-30

VTI VANGUARD INDEX FDS237 shares0.00%2026-03-312026-04-30

PNC PNC FINL SVCS GROUP INC364 shares1.39%2026-03-312026-04-30

NSC NORFOLK SOUTHN CORP263 shares19.55%2026-03-312026-04-30

ELV ELEVANCE HEALTH INC FORMERLY257 shares-15.74%2026-03-312026-04-30

NEM NEWMONT CORP678 shares1.19%2026-03-312026-04-30

TWLO TWILIO INC583 shares-52.37%2026-03-312026-04-30

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TSM TAIWAN SEMICONDUCTOR MANUFAC214 shares0.00%2026-03-312026-04-30

BMY BRISTOL-MYERS SQUIBB CO1.2K shares5.43%2026-03-312026-04-30

CSX CSX CORP1.7K shares-8.18%2026-03-312026-04-30

PSI INVESCO EXCHANGE TRADED FD T750 shares0.00%2026-03-312026-04-30

STZ CONSTELLATION BRANDS INC469 shares148.15%2026-03-312026-04-30

TE CONNECTIVITY PLC TE CONNECTIVITY PLC332 shares82.42%2026-03-312026-04-30

VXUS VANGUARD STAR FDS899 shares0.00%2026-03-312026-04-30

BLACKSTONE INC BLACKSTONE INC602 shares-9.61%2026-03-312026-04-30

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DELL DELL TECHNOLOGIES INC421 shares3.44%2026-03-312026-04-30

OTIS OTIS WORLDWIDE CORP895 shares-1.10%2026-03-312026-04-30

ICE INTERCONTINENTAL EXCHANGE IN437 shares2.82%2026-03-312026-04-30

ALLY ALLY FINL INC1.7K shares1.10%2026-03-312026-04-30

EXPE EXPEDIA GROUP INC295 shares-64.33%2026-03-312026-04-30

BKNG BOOKING HOLDINGS INC15 shares-6.25%2026-03-312026-04-30

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC635 shares-7.43%2026-03-312026-04-30

FIS FIDELITY NATL INFORMATION SV1.3K shares-44.38%2026-03-312026-04-30

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GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP182 shares0.55%2026-03-312026-04-30

VOYA VOYA FINANCIAL INC912 shares-7.88%2026-03-312026-04-30

CAH CARDINAL HEALTH INC290 shares0.35%2026-03-312026-04-30

DKS DICKS SPORTING GOODS INC300 shares-25.00%2026-03-312026-04-30

ROP ROPER TECHNOLOGIES INC166 shares80.43%2026-03-312026-04-30

REGN REGENERON PHARMACEUTICALS76 shares-2.56%2026-03-312026-04-30

EVRG EVERGY INC714 shares-0.14%2026-03-312026-04-30

SNPS SYNOPSYS INC147 shares-5.16%2026-03-312026-04-30

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CACI CACI INTL INC104 shares0.00%2026-03-312026-04-30

BR BROADRIDGE FINL SOLUTIONS IN347 shares16.84%2026-03-312026-04-30

MSI MOTOROLA SOLUTIONS INC128 shares2.40%2026-03-312026-04-30

MGK VANGUARD WORLD FD150 shares-21.88%2026-03-312026-04-30

IQV IQVIA HLDGS INC321 shares6.29%2026-03-312026-04-30

SNDK SANDISK CORP86 shares6.17%2026-03-312026-04-30

KMI KINDER MORGAN INC DEL1.6K shares1.19%2026-03-312026-04-30

HAL HALLIBURTON CO1.4K shares18.90%2026-03-312026-04-30

Sponsored

EMR EMERSON ELEC CO403 shares-0.98%2026-03-312026-04-30

MTD METTLER TOLEDO INTERNATIONAL41 shares-6.82%2026-03-312026-04-30

AEP AMERICAN ELEC PWR CO INC391 shares3.71%2026-03-312026-04-30

DHR DANAHER CORP DEL268 shares-9.15%2026-03-312026-04-30

BSX BOSTON SCIENTIFIC CORP805 shares-4.39%2026-03-312026-04-30

NIO NIO INC8.3K shares0.00%2026-03-312026-04-30

HEI.A HEICO CORP NEW237 shares-0.42%2026-03-312026-04-30

FCX FREEPORT MCMORAN INC850 shares26.87%2026-03-312026-04-30

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AMT AMERICAN TOWER CORP289 shares12.45%2026-03-312026-04-30

HII HUNTINGTON INGALLS INDS INC128 shares-0.78%2026-03-312026-04-30

CL COLGATE PALMOLIVE CO569 shares-3.72%2026-03-312026-04-30

MCO MOODYS CORP111 shares9.90%2026-03-312026-04-30

SPG SIMON PPTY GROUP INC NEW259 shares3.60%2026-03-312026-04-30

RMD RESMED INC215 shares0.00%2026-03-312026-04-30

ZTS ZOETIS INC407 shares601.72%2026-03-312026-04-30

VTR VENTAS INC587 shares0.17%2026-03-312026-04-30

Sponsored

LHX L3HARRIS TECHNOLOGIES INC137 shares0.74%2026-03-312026-04-30

D DOMINION ENERGY INC763 shares0.26%2026-03-312026-04-30

DLR DIGITAL RLTY TR INC259 shares4.44%2026-03-312026-04-30

FAST FASTENAL CO1.0K shares39.69%2026-03-312026-04-30

HLT HILTON WORLDWIDE HLDGS INC153 shares2.00%2026-03-312026-04-30

PLD PROLOGIS INC.348 shares4.19%2026-03-312026-04-30

BKR BAKER HUGHES COMPANY750 shares0.54%2026-03-312026-04-30

ED CONSOLIDATED EDISON INC404 shares-4.04%2026-03-312026-04-30

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CVS CVS HEALTH CORP636 shares0.95%2026-03-312026-04-30

XT ISHARES TR667 shares0.00%2026-03-312026-04-30

MLM MARTIN MARIETTA MATLS INC77 shares-2.53%2026-03-312026-04-30

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CTVA CORTEVA INC530 shares-17.32%2026-03-312026-04-30

ETR ENTERGY CORP NEW393 shares-0.51%2026-03-312026-04-30

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Sponsored

EXC EXELON CORP896 shares0.34%2026-03-312026-04-30

DTE DTE ENERGY CO295 shares0.00%2026-03-312026-04-30

KEY KEYCORP2.1K shares5.21%2026-03-312026-04-30

USB US BANCORP808 shares-0.74%2026-03-312026-04-30

AMCOR PLC AMCOR PLC1.0K sharesnew addition2026-03-312026-04-30

VBK VANGUARD INDEX FDS136 shares0.00%2026-03-312026-04-30

MDLZ MONDELEZ INTL INC712 shares25.35%2026-03-312026-04-30

PWR QUANTA SVCS INC73 shares4.29%2026-03-312026-04-30

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CRH PLC CRH PLC377 shares-30.44%2026-03-312026-04-30

WBD WARNER BROS DISCOVERY INC1.4K shares40.27%2026-03-312026-04-30

CPRT COPART INC1.2K shares-6.26%2026-03-312026-04-30

PEG PUBLIC SVC ENTERPRISE GROUP479 shares-34.29%2026-03-312026-04-30

FITB FIFTH THIRD BANCORP832 shares121.87%2026-03-312026-04-30

SLB SLB LIMITED742 shares1.92%2026-03-312026-04-30

FI FISERV INC683 shares142.20%2026-03-312026-04-30

BWXT BWX TECHNOLOGIES INC186 shares0.00%2026-03-312026-04-30

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HWM HOWMET AEROSPACE INC164 shares2.50%2026-03-312026-04-30

IDXX IDEXX LABS INC67 shares-1.47%2026-03-312026-04-30

AWK AMERICAN WTR WKS CO INC NEW276 shares23.77%2026-03-312026-04-30

ES EVERSOURCE ENERGY533 shares-0.19%2026-03-312026-04-30

VRT VERTIV HOLDINGS CO145 shares16.00%2026-03-312026-04-30

SR SPIRE INC400 shares0.00%2026-03-312026-04-30

CBRE CBRE GROUP INC265 shares1.15%2026-03-312026-04-30

PAYX PAYCHEX INC376 shares93.81%2026-03-312026-04-30

Sponsored

MFC MANULIFE FINL CORP1.0K shares-1.57%2026-03-312026-04-30

DRI DARDEN RESTAURANTS INC174 shares-46.13%2026-03-312026-04-30

BIIB BIOGEN INC185 shares-4.64%2026-03-312026-04-30

CTAS CINTAS CORP199 shares1.53%2026-03-312026-04-30

KVUE KENVUE INC1.9K shares17.35%2026-03-312026-04-30

VRSK VERISK ANALYTICS INC172 shares59.26%2026-03-312026-04-30

TTWO TAKE-TWO INTERACTIVE SOFTWAR164 shares25.19%2026-03-312026-04-30

GWW WW GRAINGER INC29 shares3.57%2026-03-312026-04-30

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DOV DOVER CORP151 shares0.67%2026-03-312026-04-30

TER TERADYNE INC106 shares-6.19%2026-03-312026-04-30

EA ELECTRONIC ARTS INC153 shares12.50%2026-03-312026-04-30

CCL CARNIVAL CORP1.2K shares-0.41%2026-03-312026-04-30

CTSH COGNIZANT TECHNOLOGY SOLUTIO505 shares-0.39%2026-03-312026-04-30

EFA ISHARES TR317 sharesnew addition2026-03-312026-04-30

ODFL OLD DOMINION FREIGHT LINE IN156 shares3.31%2026-03-312026-04-30

ATR APTARGROUP INC240 shares-42.03%2026-03-312026-04-30

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VRSN VERISIGN INC121 shares44.05%2026-03-312026-04-30

AME AMETEK INC140 shares2.94%2026-03-312026-04-30

DOW DOW HLDGS INC720 shares3.90%2026-03-312026-04-30

EPP ISHARES INC559 shares0.00%2026-03-312026-04-30

AJG GALLAGHER ARTHUR J & CO137 shares3.79%2026-03-312026-04-30

YUM YUM BRANDS INC190 shares4.40%2026-03-312026-04-30

OXY OCCIDENTAL PETE CORP450 shares-1.10%2026-03-312026-04-30

MNST MONSTER BEVERAGE CORP NEW396 shares0.25%2026-03-312026-04-30

Sponsored

ROST ROSS STORES INC132 shares3.94%2026-03-312026-04-30

SEDG SOLAREDGE TECHNOLOGIES INC558 shares0.00%2026-03-312026-04-30

GEHC GE HEALTHCARE TECHNOLOGIES I400 shares0.50%2026-03-312026-04-30

WAB WABTEC113 shares1.80%2026-03-312026-04-30

QNITY ELECTRONICS INC QNITY ELECTRONICS INC243 shares-7.25%2026-03-312026-04-30

EFX EQUIFAX INC155 shares8.39%2026-03-312026-04-30

SOLV SOLVENTUM CORP426 shares0.47%2026-03-312026-04-30

RB GLOBAL INC RB GLOBAL INC285 shares0.35%2026-03-312026-04-30

Sponsored

BRBS BLUE RIDGE BANKSHARES INC VA6.5K shares0.00%2026-03-312026-04-30

LEN LENNAR CORP312 shares5.76%2026-03-312026-04-30

MATX MATSON INC165 shares0.00%2026-03-312026-04-30

AZO AUTOZONE INC8 shares-55.56%2026-03-312026-04-30

ASML ASML HLDG NV20 shares100.00%2026-03-312026-04-30

TYL TYLER TECHNOLOGIES INC77 shares-6.10%2026-03-312026-04-30

VEEV VEEVA SYS INC150 shares10.29%2026-03-312026-04-30

ATO ATMOS ENERGY CORP141 shares2.17%2026-03-312026-04-30

Sponsored

ROK ROCKWELL AUTOMATION INC72 shares-1.37%2026-03-312026-04-30

ALL ALLSTATE CORP124 shares2.48%2026-03-312026-04-30

WTW WILLIS TOWERS WATSON PLC LTD87 shares0.00%2026-03-312026-04-30

EW EDWARDS LIFESCIENCES CORP315 shares2.27%2026-03-312026-04-30

NDAQ NASDAQ INC296 shares3.86%2026-03-312026-04-30

NVS NOVARTIS AG163 shares85.23%2026-03-312026-04-30

URI UNITED RENTALS INC34 shares0.00%2026-03-312026-04-30

CMS CMS ENERGY CORP319 shares0.31%2026-03-312026-04-30

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CORPAY INC CORPAY INC84 shares2.44%2026-03-312026-04-30

A AGILENT TECHNOLOGIES INC210 shares1.94%2026-03-312026-04-30

LNT ALLIANT ENERGY CORP333 shares-0.30%2026-03-312026-04-30

CROWN CASTLE INC CROWN CASTLE INC290 shares-24.48%2026-03-312026-04-30

HPE HEWLETT PACKARD ENTERPRISE C986 shares3.03%2026-03-312026-04-30

WEC ENERGY GROUP INC WEC ENERGY GROUP INC202 shares3.06%2026-03-312026-04-30

CW CURTISS WRIGHT CORP34 shares0.00%2026-03-312026-04-30

F FORD MTR CO2.0K shares3.68%2026-03-312026-04-30

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SDY SPDR SERIES TRUST158 shares0.00%2026-03-312026-04-30

SNOW SNOWFLAKE INC152 shares3.40%2026-03-312026-04-30

IP INTERNATIONAL PAPER CO640 shares-1.08%2026-03-312026-04-30

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC497 shares-7.10%2026-03-312026-04-30

FSLR FIRST SOLAR INC115 shares0.00%2026-03-312026-04-30

SEB SEABOARD CORP DEL4 shares0.00%2026-03-312026-04-30

CNC CENTENE CORP DEL690 shares-16.26%2026-03-312026-04-30

NRG NRG ENERGY INC154 shares-10.47%2026-03-312026-04-30

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HBAN HUNTINGTON BANCSHARES INC1.4K shares-1.24%2026-03-312026-04-30

NET CLOUDFLARE INC108 shares30.12%2026-03-312026-04-30

POOL POOL CORP108 shares44.00%2026-03-312026-04-30

XLY SELECT SECTOR SPDR TR200 shares0.00%2026-03-312026-04-30

PODD INSULET CORP103 shares0.00%2026-03-312026-04-30

FANG DIAMONDBACK ENERGY INC109 shares0.00%2026-03-312026-04-30

CHKP CHECK POINT SOFTWARE TECH LT150 shares0.00%2026-03-312026-04-30

LNG CHENIERE ENERGY INC75 shares59.57%2026-03-312026-04-30

Sponsored

ALNY ALNYLAM PHARMACEUTICALS INC64 shares1.59%2026-03-312026-04-30

IT GARTNER INC133 shares195.56%2026-03-312026-04-30

TDG TRANSDIGM GROUP INC18 shares-30.77%2026-03-312026-04-30

HIG HARTFORD INSURANCE GROUP INC153 shares3.38%2026-03-312026-04-30

EEM ISHARES TR361 sharesnew addition2026-03-312026-04-30

CMG CHIPOTLE MEXICAN GRILL INC637 shares-10.78%2026-03-312026-04-30

FMC FMC CORP1.1K shares84.97%2026-03-312026-04-30

PSA PUBLIC STORAGE OPER CO70 shares-2.78%2026-03-312026-04-30

Sponsored

MCHP MICROCHIP TECHNOLOGY INC.293 shares0.34%2026-03-312026-04-30

RL RALPH LAUREN CORP55 shares1.85%2026-03-312026-04-30

CIBR FIRST TR EXCHANGE-TRADED FD300 shares0.00%2026-03-312026-04-30

LH LABCORP HOLDINGS INC70 shares2.94%2026-03-312026-04-30

CBOE CBOE GLOBAL MKTS INC65 shares3.17%2026-03-312026-04-30

BBY BEST BUY INC283 shares-23.72%2026-03-312026-04-30

VST VISTRA CORP120 shares9.09%2026-03-312026-04-30

ZION ZIONS BANCORPORATION NATL AS311 shares1.97%2026-03-312026-04-30

Sponsored

BXP BXP INC345 shares0.00%2026-03-312026-04-30

ULTA ULTA BEAUTY INC34 shares0.00%2026-03-312026-04-30

LDOS LEIDOS HOLDINGS INC113 shares1.80%2026-03-312026-04-30

WAT WATERS CORP59 shares22.92%2026-03-312026-04-30

KEYS KEYSIGHT TECHNOLOGIES INC62 shares5.08%2026-03-312026-04-30

XEL XCEL ENERGY INC220 shares0.92%2026-03-312026-04-30

DG DOLLAR GEN CORP147 shares-0.68%2026-03-312026-04-30

CHD CHURCH & DWIGHT CO INC184 shares16.46%2026-03-312026-04-30

Sponsored

CHTR CHARTER COMMUNICATIONS INC79 shares125.71%2026-03-312026-04-30

VMC VULCAN MATLS CO62 shares51.22%2026-03-312026-04-30

ON ON SEMICONDUCTOR CORP270 shares-7.53%2026-03-312026-04-30

MSTR STRATEGY INC131 shares50.57%2026-03-312026-04-30

IRM IRON MTN INC DEL160 shares3.23%2026-03-312026-04-30

HOOD ROBINHOOD MKTS INC235 shares-0.84%2026-03-312026-04-30

TGT TARGET CORP131 shares27.18%2026-03-312026-04-30

RJF RAYMOND JAMES FINL INC109 shares0.93%2026-03-312026-04-30

Sponsored

LUV SOUTHWEST AIRLS CO420 shares0.00%2026-03-312026-04-30

TDY TELEDYNE TECHNOLOGIES INC26 shares8.33%2026-03-312026-04-30

DDOG DATADOG INC130 shares42.86%2026-03-312026-04-30

DOC HEALTHPEAK PROPERTIES INC931 shares-17.24%2026-03-312026-04-30

FTV FORTIVE CORP275 shares-0.36%2026-03-312026-04-30

ASTRAZENECA PLC ASTRAZENECA PLC77 sharesnew addition2026-03-312026-04-30

L LOEWS CORP142 shares3.65%2026-03-312026-04-30

LYB LYONDELLBASELL INDUSTRIES NV186 shares-84.37%2026-03-312026-04-30

Sponsored

FE FIRSTENERGY CORP295 shares-2.32%2026-03-312026-04-30

VTRS VIATRIS INC1.1K shares0.37%2026-03-312026-04-30

UBSI UNITED BANKSHARES INC WEST V346 shares0.87%2026-03-312026-04-30

DGX QUEST DIAGNOSTICS INC73 shares0.00%2026-03-312026-04-30

DASH DOORDASH INC95 shares-15.93%2026-03-312026-04-30

CNI CANADIAN NATL RY CO135 shares26.17%2026-03-312026-04-30

APA CORPORATION APA CORPORATION322 shares-0.62%2026-03-312026-04-30

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC122 shares-7.58%2026-03-312026-04-30

Sponsored

CRL CHARLES RIV LABS INTL INC78 shares1.30%2026-03-312026-04-30

UAL UNITED AIRLS HLDGS INC146 shares0.69%2026-03-312026-04-30

KDP KEURIG DR PEPPER INC507 shares-5.76%2026-03-312026-04-30

AKAM AKAMAI TECHNOLOGIES INC116 shares7.41%2026-03-312026-04-30

HUBBELL INC HUBBELL INC27 shares0.00%2026-03-312026-04-30

IR INGERSOLL RAND INC165 shares1.23%2026-03-312026-04-30

HSBC HSBC HLDGS PLC158 shares338.89%2026-03-312026-04-30

ABNB AIRBNB INC101 shares48.53%2026-03-312026-04-30

Sponsored

CTRA COTERRA ENERGY INC362 shares0.84%2026-03-312026-04-30

IFF INTERNATIONAL FLAVORS&FRAGRA173 shares4.22%2026-03-312026-04-30

BP BP PLC264 shares50.00%2026-03-312026-04-30

COIN COINBASE GLOBAL INC71 shares-41.32%2026-03-312026-04-30

IWD

ISHARES TR

-5.90%

Shares340.9K

Event2026-03-31

Filed2026-04-30

IWF

ISHARES TR

-8.08%

Shares153.8K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

-4.69%

Shares98.6K

Event2026-03-31

Filed2026-04-30

ABBV

ABBVIE INC

-0.07%

Shares270.6K

Event2026-03-31

Filed2026-04-30

IEUR

ISHARES TR

29.96%

Shares606.2K

Event2026-03-31

Filed2026-04-30

IVW

ISHARES TR

-8.61%

Shares266.3K

Event2026-03-31

Filed2026-04-30

ABT

ABBOTT LABORATORIES

0.19%

Shares282.5K

Event2026-03-31

Filed2026-04-30

IEFA

ISHARES TR

109.26%

Shares287.0K

Event2026-03-31

Filed2026-04-30

IBDY

ISHARES TR

14.67%

Shares937.2K

Event2026-03-31

Filed2026-04-30

IBDS

ISHARES TR

6.73%

Shares857.6K

Event2026-03-31

Filed2026-04-30

IVE

ISHARES TR

-6.42%

Shares97.7K

Event2026-03-31

Filed2026-04-30

IBDU

ISHARES TR

9.63%

Shares871.2K

Event2026-03-31

Filed2026-04-30

IBDV

ISHARES TR

10.08%

Shares920.1K

Event2026-03-31

Filed2026-04-30

IBDT

ISHARES TR

8.74%

Shares794.5K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

-3.06%

Shares78.9K

Event2026-03-31

Filed2026-04-30

IBDX

ISHARES TR

-6.97%

Shares773.3K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

0.46%

Shares110.3K

Event2026-03-31

Filed2026-04-30

IBDW

ISHARES TR

16.76%

Shares912.1K

Event2026-03-31

Filed2026-04-30

IBDZ

ISHARES TR

31.13%

Shares730.9K

Event2026-03-31

Filed2026-04-30

IBDR

ISHARES TR

4.12%

Shares751.4K

Event2026-03-31

Filed2026-04-30

IBTG

ISHARES TR

5.46%

Shares695.6K

Event2026-03-31

Filed2026-04-30

USMV

ISHARES TR

-25.49%

Shares157.5K

Event2026-03-31

Filed2026-04-30

IBTH

ISHARES TR

-8.21%

Shares605.3K

Event2026-03-31

Filed2026-04-30

IBCA

ISHARES TR

1168.93%

Shares459.2K

Event2026-03-31

Filed2026-04-30

IWR

ISHARES TR

9.46%

Shares113.0K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

1.85%

Shares29.5K

Event2026-03-31

Filed2026-04-30

XLK

SELECT SECTOR SPDR TR

-3.87%

Shares74.0K

Event2026-03-31

Filed2026-04-30

IBTI

ISHARES TR

40.66%

Shares417.9K

Event2026-03-31

Filed2026-04-30

FBCG

FIDELITY COVINGTON TRUST

-9.88%

Shares184.1K

Event2026-03-31

Filed2026-04-30

MICRON TECHNOLOGY INC

-6.18%

Shares27.2K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO

0.44%

Shares28.9K

Event2026-03-31

Filed2026-04-30

IWB

ISHARES TR

-0.30%

Shares23.4K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-3.88%

Shares27.4K

Event2026-03-31

Filed2026-04-30

WMT

WALMART INC

-1.29%

Shares59.7K

Event2026-03-31

Filed2026-04-30

CAT

CATERPILLAR INC

-6.34%

Shares9.8K

Event2026-03-31

Filed2026-04-30

LAM RESEARCH CORP

-6.10%

Shares31.3K

Event2026-03-31

Filed2026-04-30

IEMG

ISHARES INC

107.10%

Shares83.6K

Event2026-03-31

Filed2026-04-30

DVY

ISHARES TR

-1.46%

Shares32.8K

Event2026-03-31

Filed2026-04-30

IGIB

ISHARES TR

-8.24%

Shares92.4K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-3.29%

Shares17.1K

Event2026-03-31

Filed2026-04-30

AGG

ISHARES TR

-80.55%

Shares48.9K

Event2026-03-31

Filed2026-04-30

TJX

TJX COS INC NEW

-1.36%

Shares29.5K

Event2026-03-31

Filed2026-04-30

VISA INC

1.26%

Shares15.3K

Event2026-03-31

Filed2026-04-30

COST

COSTCO WHOLESALE CORPORATION

1.31%

Shares4.6K

Event2026-03-31

Filed2026-04-30

PROCTER & GAMBLE CO

0.84%

Shares28.5K

Event2026-03-31

Filed2026-04-30

EZU

ISHARES INC

0.00%

Shares64.4K

Event2026-03-31

Filed2026-04-30

ECL

ECOLAB INC

-1.63%

Shares15.0K

Event2026-03-31

Filed2026-04-30

VTV

VANGUARD INDEX FDS

-0.38%

Shares20.2K

Event2026-03-31

Filed2026-04-30

MPWR

MONOLITHIC PWR SYS INC

-2.83%

Shares3.6K

Event2026-03-31

Filed2026-04-30

GRMN

GARMIN LTD

2.46%

Shares16.7K

Event2026-03-31

Filed2026-04-30

CHUBB LTD SWITZ

-0.38%

Shares11.6K

Event2026-03-31

Filed2026-04-30

MASTERCARD INCORPORATED

1.47%

Shares7.5K

Event2026-03-31

Filed2026-04-30

IWP

ISHARES TR

4.79%

Shares28.9K

Event2026-03-31

Filed2026-04-30

CFG

CITIZENS FINL GROUP INC

-1.85%

Shares59.9K

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON

-1.66%

Shares14.4K

Event2026-03-31

Filed2026-04-30

HOME DEPOT INC

0.93%

Shares9.9K

Event2026-03-31

Filed2026-04-30

AON PLC

1.64%

Shares9.7K

Event2026-03-31

Filed2026-04-30

IBTJ

ISHARES TR

1.05%

Shares142.8K

Event2026-03-31

Filed2026-04-30

AMGN

AMGEN INC

-0.28%

Shares8.9K

Event2026-03-31

Filed2026-04-30

IWO

ISHARES TR

7.15%

Shares9.8K

Event2026-03-31

Filed2026-04-30

XLU

SELECT SECTOR SPDR TR

0.37%

Shares66.2K

Event2026-03-31

Filed2026-04-30

VUG

VANGUARD INDEX FDS

-0.44%

Shares7.0K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

-1.90%

Shares14.3K

Event2026-03-31

Filed2026-04-30

EXPD

EXPEDITORS INTL WASH INC

-2.98%

Shares20.5K

Event2026-03-31

Filed2026-04-30

CME

CME GROUP INC

0.38%

Shares9.9K

Event2026-03-31

Filed2026-04-30

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4

Event2026-03-31

Filed2026-04-30

MERCK & CO INC

-0.42%

Shares23.2K

Event2026-03-31

Filed2026-04-30

QCOM

QUALCOMM INC

0.82%

Shares21.5K

Event2026-03-31

Filed2026-04-30

SYY

SYSCO CORP

1.21%

Shares38.7K

Event2026-03-31

Filed2026-04-30

APD

AIR PRODUCTS AND CHEMICALS I

1.91%

Shares9.4K

Event2026-03-31

Filed2026-04-30

CRM

SALESFORCE INC

2.35%

Shares13.7K

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

-14.02%

Shares3.8K

Event2026-03-31

Filed2026-04-30

PKG

PACKAGING CORP AMER

0.14%

Shares11.5K

Event2026-03-31

Filed2026-04-30

LLY

ELI LILLY & CO

0.16%

Shares2.5K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

4.78%

Shares13.4K

Event2026-03-31

Filed2026-04-30

MSCI

MSCI INC

2.29%

Shares4.2K

Event2026-03-31

Filed2026-04-30

XLV

SELECT SECTOR SPDR TR

-4.21%

Shares14.5K

Event2026-03-31

Filed2026-04-30

INTU

INTUIT

5.89%

Shares4.8K

Event2026-03-31

Filed2026-04-30

SHY

ISHARES TR

6.92%

Shares25.3K

Event2026-03-31

Filed2026-04-30

ACCENTURE PLC IRELAND

-0.11%

Shares9.9K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL

-5.57%

Shares3.6K

Event2026-03-31

Filed2026-04-30

IWN

ISHARES TR

12.67%

Shares9.1K

Event2026-03-31

Filed2026-04-30

IWM

ISHARES TR

8.38%

Shares6.3K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

-15.11%

Shares2.4K

Event2026-03-31

Filed2026-04-30

IWS

ISHARES TR

9.38%

Shares9.6K

Event2026-03-31

Filed2026-04-30

BROADCOM INC

14.67%

Shares4.4K

Event2026-03-31

Filed2026-04-30

MEDTRONIC PLC

-9.61%

Shares15.8K

Event2026-03-31

Filed2026-04-30

WFC

WELLS FARGO & CO

-3.45%

Shares16.6K

Event2026-03-31

Filed2026-04-30

HDV

ISHARES TR

-12.67%

Shares8.9K

Event2026-03-31

Filed2026-04-30