Sponsored

The Analysis of NAPLES GLOBAL ADVISORS, LLC's Holdings & P&L

Currently, NAPLES GLOBAL ADVISORS, LLC holds 441 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in N/A (+25.1K shares, valued at $4.9M), MINT (+19.6K shares, valued at $2.0M), WMT (+14.5K shares, valued at $1.8M); decreased their positions in JPM (-19.8K shares, valued at $5.8M), N/A (-3.9K shares, valued at $1.5M), FFWM (-199.7K shares, valued at $1.2M); initiated new positions in N/A (+25.1K shares, valued at $4.9M), IGV (+6.9K shares, valued at $555.1K), N/A (+8.6K shares, valued at $528.6K).

1M P&L

+56.0M+4.06%

3M P&L

+11.1M+0.78%

HY P&L

+140.5M+10.84%

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/A389.7M

32.7%

2Semiconductors97.2M

8.1%

3Drug Manufacturers - General60.9M

5.1%

Top Industries by Stock Count

1N/A149 stocks

36.4%

2Banks - Regional14 stocks

3.4%

3Drug Manufacturers - General10 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC183.7K shares-0.74%2026-03-312026-04-20

BROADCOM INC BROADCOM INC112.3K shares-0.20%2026-03-312026-04-20

TSM TAIWAN SEMICONDUCTOR MANUFAC96.5K shares-2.99%2026-03-312026-04-20

IVV ISHARES TR43.1K shares4.01%2026-03-312026-04-20

MSFT MICROSOFT CORP75.8K shares1.83%2026-03-312026-04-20

GLW CORNING INC206.0K shares-3.55%2026-03-312026-04-20

SCHF SCHWAB STRATEGIC TR1.1M shares4.87%2026-03-312026-04-20

VANGUARD INDEX FDS VANGUARD INDEX FDS40.5K shares0.80%2026-03-312026-04-20

Sponsored

VV VANGUARD INDEX FDS59.9K shares-0.34%2026-03-312026-04-20

XOM EXXON MOBIL CORP104.3K shares-0.05%2026-03-312026-04-20

SCHE SCHWAB STRATEGIC TR485.3K shares4.58%2026-03-312026-04-20

LAM RESEARCH CORP LAM RESEARCH CORP71.5K shares-5.34%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO48.5K shares-28.96%2026-03-312026-04-20

ALPHABET INC ALPHABET INC49.0K shares4.10%2026-03-312026-04-20

NVDA NVIDIA CORPORATION77.2K shares13.17%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC106.8K shares-1.07%2026-03-312026-04-20

Sponsored

JNJ JOHNSON & JOHNSON51.9K shares3.92%2026-03-312026-04-20

ADI ANALOG DEVICES INC39.7K shares-0.47%2026-03-312026-04-20

IGF ISHARES TR188.3K shares7.53%2026-03-312026-04-20

IJH ISHARES TR183.0K shares0.42%2026-03-312026-04-20

AMGN AMGEN INC35.1K shares-0.17%2026-03-312026-04-20

IWD ISHARES TR57.3K shares2.59%2026-03-312026-04-20

MINT PIMCO ETF TR120.2K shares19.54%2026-03-312026-04-20

AMAT APPLIED MATLS INC35.3K shares-0.41%2026-03-312026-04-20

Sponsored

HD HOME DEPOT INC35.4K shares6.60%2026-03-312026-04-20

LLY ELI LILLY & CO12.6K shares-0.11%2026-03-312026-04-20

MU MICRON TECHNOLOGY INC34.1K shares-7.27%2026-03-312026-04-20

IGIB ISHARES TR215.3K shares17.31%2026-03-312026-04-20

PFFD GLOBAL X FDS592.1K shares10.49%2026-03-312026-04-20

CSCO CISCO SYS INC137.3K shares-0.67%2026-03-312026-04-20

ABBV ABBVIE INC47.7K shares-0.08%2026-03-312026-04-20

RIO RIO TINTO PLC107.4K shares0.37%2026-03-312026-04-20

Sponsored

REET ISHARES TR407.9K shares10.72%2026-03-312026-04-20

KLAC KLA CORP6.8K shares-0.91%2026-03-312026-04-20

SPYM SPDR SERIES TRUST129.9K shares1.95%2026-03-312026-04-20

VGT VANGUARD WORLD FD14.1K shares0.24%2026-03-312026-04-20

NEE NEXTERA ENERGY INC104.0K shares2.51%2026-03-312026-04-20

PKG PACKAGING CORP AMER42.4K shares-0.90%2026-03-312026-04-20

AMD ADVANCED MICRO DEVICES INC43.9K shares0.61%2026-03-312026-04-20

LDOS LEIDOS HOLDINGS INC55.9K shares2.47%2026-03-312026-04-20

Sponsored

IJR ISHARES TR69.4K shares3.38%2026-03-312026-04-20

ITOT ISHARES TR60.5K shares-0.16%2026-03-312026-04-20

LMT LOCKHEED MARTIN CORP14.2K shares-2.11%2026-03-312026-04-20

BLACKROCK INC BLACKROCK INC8.7K shares5.65%2026-03-312026-04-20

WMT WALMART INC65.5K shares28.44%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS126.7K shares1.90%2026-03-312026-04-20

BIV VANGUARD BD INDEX FDS104.4K shares22.53%2026-03-312026-04-20

ORCL ORACLE CORP54.3K shares3.88%2026-03-312026-04-20

Sponsored

META META PLATFORMS INC13.9K shares6.99%2026-03-312026-04-20

DLR DIGITAL RLTY TR INC44.1K shares3.24%2026-03-312026-04-20

PG PROCTER & GAMBLE CO55.0K shares15.60%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T11.9K shares19.86%2026-03-312026-04-20

BWXT BWX TECHNOLOGIES INC37.9K shares3.32%2026-03-312026-04-20

AXP AMERICAN EXPRESS CO25.6K shares13.94%2026-03-312026-04-20

RTX RTX CORPORATION39.1K shares-3.03%2026-03-312026-04-20

MUB ISHARES TR70.7K shares8.01%2026-03-312026-04-20

Sponsored

CTVA CORTEVA INC88.7K shares-0.78%2026-03-312026-04-20

SO SOUTHERN CO76.7K shares2.28%2026-03-312026-04-20

ALPHABET INC ALPHABET INC25.7K shares-0.47%2026-03-312026-04-20

AMZN AMAZON COM INC34.6K shares-0.29%2026-03-312026-04-20

CM CANADIAN IMPERIAL BANK OF CO75.1K shares-1.43%2026-03-312026-04-20

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND36.0K shares-1.12%2026-03-312026-04-20

AGG ISHARES TR71.6K shares3.11%2026-03-312026-04-20

SCHW SCHWAB CHARLES CORP75.5K shares7.46%2026-03-312026-04-20

Sponsored

BLACKSTONE INC BLACKSTONE INC61.1K shares34.08%2026-03-312026-04-20

PAYX PAYCHEX INC73.6K shares6.92%2026-03-312026-04-20

CAT CATERPILLAR INC9.2K shares-5.57%2026-03-312026-04-20

CVX CHEVRON CORPORATION31.1K shares-0.41%2026-03-312026-04-20

WSO WATSCO INC17.4K shares0.14%2026-03-312026-04-20

SAP SAP SE36.6K shares18.08%2026-03-312026-04-20

TXN TEXAS INSTRS INC31.6K shares16.75%2026-03-312026-04-20

VTI VANGUARD INDEX FDS18.4K shares-0.44%2026-03-312026-04-20

Sponsored

INFY INFOSYS LTD434.1K shares1.50%2026-03-312026-04-20

MCD MCDONALDS CORP18.2K shares-0.93%2026-03-312026-04-20

ASML ASML HLDG NV4.2K shares-1.97%2026-03-312026-04-20

VWO VANGUARD INTL EQUITY INDEX F102.5K shares4.59%2026-03-312026-04-20

BMY BRISTOL-MYERS SQUIBB CO86.8K shares1.44%2026-03-312026-04-20

MEDTRONIC PLC MEDTRONIC PLC59.6K shares3.33%2026-03-312026-04-20

APD AIR PRODUCTS AND CHEMICALS I17.1K shares17.51%2026-03-312026-04-20

ASTRAZENECA PLC ASTRAZENECA PLC25.1K sharesnew addition2026-03-312026-04-20

Sponsored

EMR EMERSON ELEC CO36.7K shares0.53%2026-03-312026-04-20

WM WASTE MGMT INC DEL20.1K shares3.91%2026-03-312026-04-20

QCOM QUALCOMM INC35.3K shares-4.10%2026-03-312026-04-20

MCHP MICROCHIP TECHNOLOGY INC.69.8K shares-0.60%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.3K shares56.60%2026-03-312026-04-20

LINDE PLC LINDE PLC8.9K shares-1.71%2026-03-312026-04-20

PEP PEPSICO INC28.3K shares7.25%2026-03-312026-04-20

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL10.9K shares-26.19%2026-03-312026-04-20

Sponsored

JXN JACKSON FINANCIAL INC39.9K shares-1.38%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS17.2K shares-0.49%2026-03-312026-04-20

CSX CSX CORP101.2K shares-0.01%2026-03-312026-04-20

SBUX STARBUCKS CORP45.3K shares-5.25%2026-03-312026-04-20

SCHB SCHWAB STRATEGIC TR161.1K shares0.22%2026-03-312026-04-20

NVS NOVARTIS AG26.2K shares0.22%2026-03-312026-04-20

KO COCA COLA CO51.0K shares68.72%2026-03-312026-04-20

SCHX SCHWAB STRATEGIC TR150.8K shares-4.52%2026-03-312026-04-20

Sponsored

IGSB ISHARES TR72.1K shares15.78%2026-03-312026-04-20

TE CONNECTIVITY PLC TE CONNECTIVITY PLC18.1K shares7.25%2026-03-312026-04-20

EMXC ISHARES INC47.4K shares3.49%2026-03-312026-04-20

UPS UNITED PARCEL SVCS INC37.8K shares-1.40%2026-03-312026-04-20

HII HUNTINGTON INGALLS INDS INC9.6K shares-0.95%2026-03-312026-04-20

CRM SALESFORCE INC19.4K shares-4.24%2026-03-312026-04-20

SUB ISHARES TR33.7K shares11.84%2026-03-312026-04-20

MBB ISHARES TR36.5K shares11.65%2026-03-312026-04-20

Sponsored

CB CHUBB LTD SWITZ10.6K shares1.36%2026-03-312026-04-20

TGT TARGET CORP28.4K shares-0.49%2026-03-312026-04-20

ABT ABBOTT LABORATORIES33.0K shares7.53%2026-03-312026-04-20

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW25.9K shares3.40%2026-03-312026-04-20

GII SPDR INDEX SHS FDS43.8K shares0.36%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR5.7K shares0.58%2026-03-312026-04-20

USB US BANCORP63.0K shares-0.82%2026-03-312026-04-20

YUMC YUM CHINA HLDGS INC67.2K shares7.11%2026-03-312026-04-20

Sponsored

UNH UNITEDHEALTH GROUP INC12.1K shares-3.36%2026-03-312026-04-20

BABA ALIBABA GROUP HLDG LTD26.0K shares7.52%2026-03-312026-04-20

IXUS ISHARES TR37.4K shares-0.37%2026-03-312026-04-20

VWOB VANGUARD WHITEHALL FDS48.3K shares86.78%2026-03-312026-04-20

LHX L3HARRIS TECHNOLOGIES INC8.9K shares27.18%2026-03-312026-04-20

SPMD SPDR SERIES TRUST51.5K shares2.54%2026-03-312026-04-20

PFE PFIZER INC108.5K shares6.15%2026-03-312026-04-20

MLPX GLOBAL X FDS41.1K shares5.64%2026-03-312026-04-20

Sponsored

IX ORIX CORP93.3K shares0.01%2026-03-312026-04-20

ICE INTERCONTINENTAL EXCHANGE IN17.8K shares5.29%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION2.8K shares5.23%2026-03-312026-04-20

SON SONOCO PRODS CO51.1K shares1.45%2026-03-312026-04-20

XLC SELECT SECTOR SPDR TR24.7K shares3.80%2026-03-312026-04-20

HESM HESS MIDSTREAM LP70.4K shares-0.67%2026-03-312026-04-20

GPC GENUINE PARTS CO25.2K shares32.97%2026-03-312026-04-20

MDY STATE STR SPDR S&P MIDCAP 404.3K shares1.17%2026-03-312026-04-20

Sponsored

DE DEERE & CO4.7K shares-0.44%2026-03-312026-04-20

BSV VANGUARD BD INDEX FDS33.8K shares15.87%2026-03-312026-04-20

A AGILENT TECHNOLOGIES INC23.1K shares9.97%2026-03-312026-04-20

KR KROGER CO36.3K shares0.71%2026-03-312026-04-20

NSC NORFOLK SOUTHN CORP9.1K shares0.29%2026-03-312026-04-20

UNILEVER PLC UNILEVER PLC45.1K shares-0.12%2026-03-312026-04-20

KMI KINDER MORGAN INC DEL76.9K shares-1.28%2026-03-312026-04-20

IWR ISHARES TR26.5K shares-0.75%2026-03-312026-04-20

Sponsored

UNP UNION PAC CORP10.5K shares5.87%2026-03-312026-04-20

V VISA INC8.4K shares3.42%2026-03-312026-04-20

SPSM SPDR SERIES TRUST52.6K shares-0.21%2026-03-312026-04-20

GLD SPDR GOLD TR5.8K shares12.89%2026-03-312026-04-20

EFA ISHARES TR25.8K shares0.00%2026-03-312026-04-20

LECO LINCOLN ELEC HLDGS INC10.0K shares-11.89%2026-03-312026-04-20

ALB ALBEMARLE CORP13.8K shares-3.26%2026-03-312026-04-20

OMAB GRUPO AEROPORTUARIO DEL CENT21.4K shares-0.86%2026-03-312026-04-20

Sponsored

PH PARKER-HANNIFIN CORP2.7K shares0.11%2026-03-312026-04-20

FLNG FLEX LNG LTD81.5K shares8.59%2026-03-312026-04-20

UNM UNUM GROUP33.1K shares0.01%2026-03-312026-04-20

VTEB VANGUARD MUN BD FDS48.1K shares3.90%2026-03-312026-04-20

MCO MOODYS CORP5.5K shares8.83%2026-03-312026-04-20

BMO BANK MONTREAL MEDIUM17.4K shares-2.36%2026-03-312026-04-20

DCRE DOUBLELINE ETF TRUST44.9K shares14.41%2026-03-312026-04-20

RPM RPM INTL INC22.5K shares5.89%2026-03-312026-04-20

Sponsored

GSK PLC GSK PLC40.2K shares0.34%2026-03-312026-04-20

LNC LINCOLN NATL CORP IND62.5K shares3.02%2026-03-312026-04-20

INGR INGREDION INC19.6K shares-0.51%2026-03-312026-04-20

COP CONOCOPHILLIPS16.5K shares-6.23%2026-03-312026-04-20

DIS DISNEY WALT CO22.5K shares13.60%2026-03-312026-04-20

LOW LOWES COS INC8.8K shares1.30%2026-03-312026-04-20

TRV TRAVELERS COMPANIES INC7.0K shares-7.27%2026-03-312026-04-20

EMDM FIRST TR EXCHANGE-TRADED FD58.3K shares2.96%2026-03-312026-04-20

Sponsored

DCI DONALDSON INC23.8K shares1.55%2026-03-312026-04-20

CAH CARDINAL HEALTH INC9.5K shares-1.35%2026-03-312026-04-20

MMM 3M CO13.6K shares-2.67%2026-03-312026-04-20

SIMO SILICON MOTION TECHNOLOGY CO17.2K shares-1.41%2026-03-312026-04-20

ALCO ALICO INC46.7K shares-6.16%2026-03-312026-04-20

EXPD EXPEDITORS INTL WASH INC13.4K shares0.07%2026-03-312026-04-20

SCHD SCHWAB STRATEGIC TR62.6K shares-4.66%2026-03-312026-04-20

TSLA TESLA INC5.0K shares2.70%2026-03-312026-04-20

Sponsored

NWE NORTHWESTERN ENERGY GROUP IN28.3K shares-5.04%2026-03-312026-04-20

DGX QUEST DIAGNOSTICS INC9.3K shares0.95%2026-03-312026-04-20

TSN TYSON FOODS INC28.5K shares-0.79%2026-03-312026-04-20

HDB HDFC BANK LTD72.5K shares19.11%2026-03-312026-04-20

KIM KIMCO REALTY CORP79.8K shares0.09%2026-03-312026-04-20

ETV EATON VANCE TAX-MANAGED BUY-130.4K shares-5.06%2026-03-312026-04-20

ORI OLD REP INTL CORP44.1K shares0.24%2026-03-312026-04-20

PRU PRUDENTIAL FINL INC17.6K shares6.45%2026-03-312026-04-20

Sponsored

QQA INVESCO ACTIVELY MANAGED EXC34.2K shares16.43%2026-03-312026-04-20

AFL AFLAC INC15.4K shares-11.05%2026-03-312026-04-20

BR BROADRIDGE FINL SOLUTIONS IN10.1K shares22.12%2026-03-312026-04-20

SCHA SCHWAB STRATEGIC TR56.1K shares2.01%2026-03-312026-04-20

HON HONEYWELL INTL INC7.2K shares1.77%2026-03-312026-04-20

KMB KIMBERLY-CLARK CORP16.3K shares-4.72%2026-03-312026-04-20

CUBE CUBESMART41.5K shares-0.55%2026-03-312026-04-20

MSI MOTOROLA SOLUTIONS INC3.5K shares24.45%2026-03-312026-04-20

Sponsored

VCIT VANGUARD SCOTTSDALE FDS18.1K shares-1.69%2026-03-312026-04-20

SHYG ISHARES TR35.2K shares-8.99%2026-03-312026-04-20

ADM ARCHER DANIELS MIDLAND CO20.5K shares0.06%2026-03-312026-04-20

ASR GRUPO AEROPORTUARIO DEL SURE4.4K shares22.47%2026-03-312026-04-20

SAFT SAFETY INS GROUP INC20.4K shares0.67%2026-03-312026-04-20

PSA PUBLIC STORAGE OPER CO5.5K shares13.02%2026-03-312026-04-20

VCSH VANGUARD SCOTTSDALE FDS18.2K shares1.19%2026-03-312026-04-20

VSS VANGUARD INTL EQUITY INDEX F9.8K shares0.00%2026-03-312026-04-20

Sponsored

CROWN CASTLE INC CROWN CASTLE INC17.3K shares-9.44%2026-03-312026-04-20

FTSM FIRST TR EXCHANGE-TRADED FD23.2K shares-13.55%2026-03-312026-04-20

ET ENERGY TRANSFER L P71.1K shares11.78%2026-03-312026-04-20

DFAS DIMENSIONAL ETF TRUST19.2K shares3.86%2026-03-312026-04-20

ARCC ARES CAPITAL CORP76.0K shares8.54%2026-03-312026-04-20

AVA AVISTA CORP34.0K shares13.88%2026-03-312026-04-20

FDX FEDEX CORP3.8K shares-0.13%2026-03-312026-04-20

MA MASTERCARD INCORPORATED2.7K shares2.27%2026-03-312026-04-20

Sponsored

IYT ISHARES TR17.7K shares2.67%2026-03-312026-04-20

CQP CHENIERE ENERGY PARTNERS L P20.0K shares0.00%2026-03-312026-04-20

SCHM SCHWAB STRATEGIC TR41.1K shares3.82%2026-03-312026-04-20

O REALTY INCOME CORP20.5K shares0.92%2026-03-312026-04-20

DLB DOLBY LABORATORIES INC20.8K shares-11.58%2026-03-312026-04-20

PAC GRUPO AEROPORTUNARIO DEL PAC5.1K shares2.02%2026-03-312026-04-20

IWM ISHARES TR5.0K shares0.22%2026-03-312026-04-20

DGRO ISHARES TR17.7K shares0.26%2026-03-312026-04-20

Sponsored

IBDW ISHARES TR58.3K shares11.50%2026-03-312026-04-20

CCEP COCA-COLA EUROPACIFIC PARTNE13.4K shares0.15%2026-03-312026-04-20

BHB BAR HBR BANKSHARES37.4K shares-1.05%2026-03-312026-04-20

ADP AUTOMATIC DATA PROCESSING IN5.9K shares0.43%2026-03-312026-04-20

HTGC HERCULES CAPITAL INC79.9K shares11.64%2026-03-312026-04-20

IVOO VANGUARD ADMIRAL FDS INC10.2K shares0.00%2026-03-312026-04-20

PNW PINNACLE WEST CAP CORP11.6K shares0.96%2026-03-312026-04-20

BAC BANK AMERICA CORP23.5K shares1.24%2026-03-312026-04-20

Sponsored

TJX TJX COS INC NEW7.1K shares-2.90%2026-03-312026-04-20

HOMB HOME BANCSHARES INC40.6K shares-1.29%2026-03-312026-04-20

GIS GENERAL MILLS INC29.2K shares2.44%2026-03-312026-04-20

EPD ENTERPRISE PRODS PARTNERS L28.5K shares106.65%2026-03-312026-04-20

VB VANGUARD INDEX FDS4.1K shares0.60%2026-03-312026-04-20

IEMG ISHARES INC15.1K shares1.62%2026-03-312026-04-20

VIPER ENERGY INC VIPER ENERGY INC22.1K shares13.36%2026-03-312026-04-20

OEF ISHARES TR3.3K shares18.69%2026-03-312026-04-20

Sponsored

TIP ISHARES TR9.3K shares13.38%2026-03-312026-04-20

LOGI LOGITECH INTL S A11.2K shares9.50%2026-03-312026-04-20

ENB ENBRIDGE INC18.9K shares4.42%2026-03-312026-04-20

IWV ISHARES TR2.7K shares-18.52%2026-03-312026-04-20

LW LAMB WESTON HLDGS INC23.9K shares-1.43%2026-03-312026-04-20

LAMR LAMAR ADVERTISING CO7.9K shares-0.63%2026-03-312026-04-20

LONZ PIMCO ETF TR20.2K shares12.28%2026-03-312026-04-20

UGI UGI CORP NEW27.0K shares-0.81%2026-03-312026-04-20

Sponsored

OMC OMNICOM GROUP INC13.0K shares-9.60%2026-03-312026-04-20

CHD CHURCH & DWIGHT CO INC10.6K shares0.00%2026-03-312026-04-20

EPI WISDOMTREE TR24.2K shares0.00%2026-03-312026-04-20

DELL DELL TECHNOLOGIES INC6.0K shares121.29%2026-03-312026-04-20

TS TENARIS S A16.7K shares2.15%2026-03-312026-04-20

DEO DIAGEO PLC12.7K shares-17.85%2026-03-312026-04-20

RY ROYAL BK CDA5.8K shares-1.02%2026-03-312026-04-20

SRLN SSGA ACTIVE ETF TR23.3K shares-2.02%2026-03-312026-04-20

Sponsored

DFUS DIMENSIONAL ETF TRUST13.2K shares0.00%2026-03-312026-04-20

CRS CARPENTER TECHNOLOGY CORP2.4K shares-6.00%2026-03-312026-04-20

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC13.0K shares-0.67%2026-03-312026-04-20

NVO NOVO-NORDISK A S24.2K shares-25.79%2026-03-312026-04-20

CTO CTO RLTY GROWTH INC NEW48.0K shares-0.16%2026-03-312026-04-20

CME CME GROUP INC3.0K shares-3.76%2026-03-312026-04-20

NEAR ISHARES U S ETF TR17.3K shares0.00%2026-03-312026-04-20

VUSB VANGUARD BD INDEX FDS17.6K shares6.01%2026-03-312026-04-20

Sponsored

FFWM FIRST FNDTN INC148.6K shares-57.34%2026-03-312026-04-20

NDAQ NASDAQ INC10.3K shares-2.34%2026-03-312026-04-20

VOOV VANGUARD ADMIRAL FDS INC4.2K shares0.00%2026-03-312026-04-20

USHY ISHARES TR23.1K shares-3.14%2026-03-312026-04-20

ARE ALEXANDRIA REAL ESTATE EQ IN18.0K shares-10.69%2026-03-312026-04-20

ULST SSGA ACTIVE ETF TR20.9K shares0.00%2026-03-312026-04-20

DG DOLLAR GEN CORP7.0K shares30.31%2026-03-312026-04-20

QUS SPDR SERIES TRUST4.8K shares0.00%2026-03-312026-04-20

Sponsored

CNP CENTERPOINT ENERGY INC19.1K shares-1.16%2026-03-312026-04-20

STM STMICROELECTRONICS N V23.9K shares-1.34%2026-03-312026-04-20

ESP ESPEY MFG & ELECTRS CORP14.9K shares3.02%2026-03-312026-04-20

CAG CONAGRA BRANDS INC52.3K shares1.93%2026-03-312026-04-20

APH AMPHENOL CORP6.3K shares1.15%2026-03-312026-04-20

DVY ISHARES TR5.3K shares0.00%2026-03-312026-04-20

DFAE DIMENSIONAL ETF TRUST23.5K shares0.00%2026-03-312026-04-20

FAST FASTENAL CO17.0K shares-3.68%2026-03-312026-04-20

Sponsored

SHYD VANECK ETF TRUST34.4K shares-3.10%2026-03-312026-04-20

TFC TRUIST FINL CORP16.9K shares-1.05%2026-03-312026-04-20

HUN HUNTSMAN CORP57.7K shares0.79%2026-03-312026-04-20

NEA NUVEEN AMT FREE QLTY MUN INC66.4K shares-2.03%2026-03-312026-04-20

IEFA ISHARES TR8.3K shares0.18%2026-03-312026-04-20

STAG STAG INDUSTRIAL INC20.2K shares23.91%2026-03-312026-04-20

OZK BANK OZK LITTLE ROCK ARK15.8K shares6.73%2026-03-312026-04-20

XLE SELECT SECTOR SPDR TR11.6K shares0.35%2026-03-312026-04-20

Sponsored

GLPI GAMING & LEISURE P15.8K shares4.95%2026-03-312026-04-20

IHAK ISHARES TR16.0K shares-4.19%2026-03-312026-04-20

TECH BIO-TECHNE CORP13.0K shares-10.34%2026-03-312026-04-20

REG REGENCY CTRS CORP8.9K shares-4.46%2026-03-312026-04-20

VIG VANGUARD SPECIALIZED FUNDS3.1K shares-0.32%2026-03-312026-04-20

OTEX OPEN TEXT CORP30.3K shares6.33%2026-03-312026-04-20

CARR CARRIER GLOBAL CORPORATION12.0K shares10.97%2026-03-312026-04-20

PLTR PALANTIR TECHNOLOGIES INC4.6K shares29.36%2026-03-312026-04-20

Sponsored

SYK STRYKER CORPORATION2.0K shares-15.14%2026-03-312026-04-20

FNLC FIRST BANCORP INC ME23.6K shares24.19%2026-03-312026-04-20

NFLX NETFLIX INC.6.8K shares6.49%2026-03-312026-04-20

MPC MARATHON PETE CORP2.7K shares1.28%2026-03-312026-04-20

HYMB SPDR SERIES TRUST26.5K shares3.12%2026-03-312026-04-20

CLX CLOROX CO DEL6.3K shares-7.95%2026-03-312026-04-20

WSM WILLIAMS SONOMA INC3.6K shares0.00%2026-03-312026-04-20

NOC NORTHROP GRUMMAN CORP953 shares-3.44%2026-03-312026-04-20

Sponsored

TMO THERMO FISHER SCIENTIFIC INC1.3K shares2.11%2026-03-312026-04-20

ORLY OREILLY AUTOMOTIVE INC6.9K shares-0.79%2026-03-312026-04-20

HLI HOULIHAN LOKEY INC4.5K shares12.23%2026-03-312026-04-20

SPGI S&P GLOBAL INC1.5K shares-36.91%2026-03-312026-04-20

PM PHILIP MORRIS INTL INC3.8K shares2.30%2026-03-312026-04-20

MO ALTRIA GROUP INC9.3K shares0.43%2026-03-312026-04-20

HWKN HAWKINS INC4.0K shares0.00%2026-03-312026-04-20

VZ VERIZON COMMUNICATIONS INC12.0K shares10.50%2026-03-312026-04-20

Sponsored

DFLV DIMENSIONAL ETF TRUST16.8K shares0.00%2026-03-312026-04-20

QQQM INVESCO EXCH TRADED FD TR II2.5K shares165.54%2026-03-312026-04-20

IYW ISHARES TR3.2K shares0.00%2026-03-312026-04-20

VXUS VANGUARD STAR FDS7.5K shares-0.07%2026-03-312026-04-20

ABM ABM INDS INC14.9K shares19.45%2026-03-312026-04-20

DABS DOUBLELINE ETF TRUST11.3K shares8.94%2026-03-312026-04-20

VTR VENTAS INC6.9K shares0.00%2026-03-312026-04-20

ACWI ISHARES TR4.1K shares-0.85%2026-03-312026-04-20

Sponsored

EMA EMERA INC10.9K shares10.14%2026-03-312026-04-20

VUG VANGUARD INDEX FDS1.3K shares11.56%2026-03-312026-04-20

SHOP SHOPIFY INC4.7K shares-0.34%2026-03-312026-04-20

IGV ISHARES TR6.9K sharesnew addition2026-03-312026-04-20

IJJ ISHARES TR4.2K shares0.00%2026-03-312026-04-20

IBDU ISHARES TR23.8K shares1.13%2026-03-312026-04-20

MZTI MARZETTI COMPANY4.0K shares13.49%2026-03-312026-04-20

FDS FACTSET RESH SYS INC2.5K shares-58.73%2026-03-312026-04-20

Sponsored

DFUV DIMENSIONAL ETF TRUST11.3K shares0.00%2026-03-312026-04-20

NKE NIKE INC10.3K shares2.42%2026-03-312026-04-20

ELV ELEVANCE HEALTH INC FORMERLY1.9K shares0.27%2026-03-312026-04-20

MC MOELIS & CO9.3K shares0.00%2026-03-312026-04-20

IWF ISHARES TR1.2K shares7.12%2026-03-312026-04-20

ISRG INTUITIVE SURGICAL INC1.2K shares-1.29%2026-03-312026-04-20

SUNOCOCORP LLC SUNOCOCORP LLC8.6K sharesnew addition2026-03-312026-04-20

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.5K shares15.31%2026-03-312026-04-20

Sponsored

MLPA GLOBAL X FDS9.7K shares0.36%2026-03-312026-04-20

MS MORGAN STANLEY3.2K shares0.29%2026-03-312026-04-20

YUM YUM BRANDS INC3.3K shares-0.90%2026-03-312026-04-20

BINC BLACKROCK ETF TRUST II9.9K shares0.00%2026-03-312026-04-20

WFC WELLS FARGO & CO6.4K shares4.41%2026-03-312026-04-20

GE AEROSPACE GE AEROSPACE1.8K shares1.88%2026-03-312026-04-20

GS GOLDMAN SACHS GROUP INC593 shares-1.98%2026-03-312026-04-20

SNY SANOFI SA10.3K shares-7.25%2026-03-312026-04-20

Sponsored

SLV ISHARES SILVER TR7.3K shares1.54%2026-03-312026-04-20

PAA PLAINS ALL AMERN PIPELINE L22.0K shares23.10%2026-03-312026-04-20

NWBI NORTHWEST BANCSHARES INC38.6K shares30.41%2026-03-312026-04-20

SJM SMUCKER J M CO5.0K shares-9.52%2026-03-312026-04-20

HDV ISHARES TR3.6K shares0.00%2026-03-312026-04-20

VO VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-04-20

QDEF FLEXSHARES TR5.9K shares0.00%2026-03-312026-04-20

PFF ISHARES TR15.5K shares9.75%2026-03-312026-04-20

Sponsored

ACWX ISHARES TR6.9K shares4.57%2026-03-312026-04-20

GSIE GOLDMAN SACHS ETF TR10.8K shares0.00%2026-03-312026-04-20

ISHARES GOLD TR ISHARES GOLD TR5.2K shares-4.58%2026-03-312026-04-20

MKC MCCORMICK & CO INC9.0K shares6.98%2026-03-312026-04-20

CVS CVS HEALTH CORP6.3K shares-11.43%2026-03-312026-04-20

EVRG EVERGY INC5.5K shares-0.29%2026-03-312026-04-20

FAF FIRST AMERN FINL CORP7.4K shares-1.23%2026-03-312026-04-20

GEN DIGITAL INC GEN DIGITAL INC23.7K shares-5.14%2026-03-312026-04-20

Sponsored

EATON CORP PLC EATON CORP PLC1.2K shares-47.28%2026-03-312026-04-20

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC3.9K shares1.34%2026-03-312026-04-20

FMNY FIRST TR EXCH TRADED FD III16.2K shares0.00%2026-03-312026-04-20

IBDV ISHARES TR19.5K shares4.59%2026-03-312026-04-20

FHN FIRST HORIZON CORPORATION18.3K shares-1.08%2026-03-312026-04-20

WRB BERKLEY W R CORP6.3K shares0.00%2026-03-312026-04-20

DHR DANAHER CORP DEL2.2K shares-1.39%2026-03-312026-04-20

COF CAPITAL ONE FINL CORP2.3K shares1.74%2026-03-312026-04-20

Sponsored

INDA ISHARES TR8.8K shares5.99%2026-03-312026-04-20

VONV VANGUARD SCOTTSDALE FDS4.4K shares0.05%2026-03-312026-04-20

BXMT BLACKSTONE MORTGAGE TRUST IN21.0K shares14.27%2026-03-312026-04-20

F FORD MTR CO35.0K shares-38.96%2026-03-312026-04-20

ITW ILLINOIS TOOL WKS INC1.5K shares-8.91%2026-03-312026-04-20

CNQ CANADIAN NAT RES LTD MED TER8.1K shares1.20%2026-03-312026-04-20

BHP BHP BILLITON LIMITED5.4K shares2.19%2026-03-312026-04-20

NFRA FLEXSHARES TR6.0K shares0.00%2026-03-312026-04-20

Sponsored

SCYB SCHWAB STRATEGIC TR14.6K shares83.39%2026-03-312026-04-20

NUV NUVEEN MUN VALUE FD INC42.0K shares0.00%2026-03-312026-04-20

PANW PALO ALTO NETWORKS INC2.3K shares-16.13%2026-03-312026-04-20

WSBC WESBANCO INC10.6K shares0.00%2026-03-312026-04-20

SPDW SPDR INDEX SHS FDS8.0K shares-11.17%2026-03-312026-04-20

AMT AMERICAN TOWER CORP2.1K shares0.00%2026-03-312026-04-20

SDVY FIRST TR EXCHANGE TRADED FD9.2K shares0.00%2026-03-312026-04-20

VTV VANGUARD INDEX FDS1.8K shares7.01%2026-03-312026-04-20

Sponsored

PPA INVESCO EXCHANGE TRADED FD T2.1K shares0.00%2026-03-312026-04-20

VLO VALERO ENERGY CORP1.4K shares1.50%2026-03-312026-04-20

SHEL SHELL PLC3.7K shares-1.11%2026-03-312026-04-20

GEV GE VERNOVA INC398 shares5.85%2026-03-312026-04-20

KNG FIRST TR EXCHANGE-TRADED FD7.0K shares4.70%2026-03-312026-04-20

VYM VANGUARD WHITEHALL FDS2.3K shares10.89%2026-03-312026-04-20

IBDT ISHARES TR13.5K shares-1.06%2026-03-312026-04-20

BKLN INVESCO EXCH TRADED FD TR II16.6K shares-0.21%2026-03-312026-04-20

Sponsored

PNC PNC FINL SVCS GROUP INC1.6K shares17.57%2026-03-312026-04-20

QUAL ISHARES TR1.7K shares0.00%2026-03-312026-04-20

CCU COMPANIA CERVECERIAS UNIDAS29.3K shares0.00%2026-03-312026-04-20

FDRR FIDELITY COVINGTON TRUST5.6K shares0.00%2026-03-312026-04-20

PSX PHILLIPS 661.8K shares-15.73%2026-03-312026-04-20

FIBK FIRST INTST BANCSYSTEM INC9.7K shares3.21%2026-03-312026-04-20

IUSV ISHARES TR3.2K shares-0.79%2026-03-312026-04-20

MDLZ MONDELEZ INTL INC5.5K sharesnew addition2026-03-312026-04-20

Sponsored

SCHG SCHWAB STRATEGIC TR10.8K shares0.00%2026-03-312026-04-20

SBSI SOUTHSIDE BANCSHARES INC10.0K shares20.71%2026-03-312026-04-20

INVESCO ACTIVELY MANAGED EXC INVESCO ACTIVELY MANAGED EXC6.2K sharesnew addition2026-03-312026-04-20

FNDE SCHWAB STRATEGIC TR8.0K shares3.54%2026-03-312026-04-20

IWP ISHARES TR2.4K shares0.00%2026-03-312026-04-20

LYB LYONDELLBASELL INDUSTRIES NV3.6K sharesnew addition2026-03-312026-04-20

CL COLGATE PALMOLIVE CO3.4K shares-2.32%2026-03-312026-04-20

NVT NVENT ELEC PLC2.5K shares0.00%2026-03-312026-04-20

Sponsored

DFEM DIMENSIONAL ETF TRUST8.4K shares0.00%2026-03-312026-04-20

SPSB SPDR SERIES TRUST9.6K shares1.05%2026-03-312026-04-20

FE FIRSTENERGY CORP5.6K shares8.86%2026-03-312026-04-20

GNTX GENTEX CORP13.0K shares-5.75%2026-03-312026-04-20

OKE ONEOK INC NEW3.1K shares9.14%2026-03-312026-04-20

DFAI DIMENSIONAL ETF TRUST7.2K shares0.00%2026-03-312026-04-20

ADBE ADOBE INC1.1K shares-20.77%2026-03-312026-04-20

AMP AMERIPRISE FINL INC614 sharesnew addition2026-03-312026-04-20

Sponsored

AVEM AMERICAN CENTY ETF TR3.4K shares4.06%2026-03-312026-04-20

VEU VANGUARD INTL EQUITY INDEX F3.5K shares0.00%2026-03-312026-04-20

DFAC DIMENSIONAL ETF TRUST6.7K shares0.00%2026-03-312026-04-20

FLOT ISHARES TR5.1K shares0.00%2026-03-312026-04-20

EQIX EQUINIX INC264 sharesnew addition2026-03-312026-04-20

EXR EXTRA SPACE STORAGE INC2.0K shares0.00%2026-03-312026-04-20

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY3.3K shares0.00%2026-03-312026-04-20

IBDS ISHARES TR10.5K shares-0.24%2026-03-312026-04-20

Sponsored

XLK SELECT SECTOR SPDR TR1.9K shares9.97%2026-03-312026-04-20

BIL SPDR SERIES TRUST2.7K shares0.00%2026-03-312026-04-20

ARES ARES MANAGEMENT CORPORATION2.3K shares4.20%2026-03-312026-04-20

JCI JOHNSON CONTROLS INTERNATION1.9K shares-0.21%2026-03-312026-04-20

XLY SELECT SECTOR SPDR TR2.2K shares-1.55%2026-03-312026-04-20

FSMB FIRST TR EXCH TRADED FD III12.0K shares0.00%2026-03-312026-04-20

CMCSA COMCAST CORP NEW8.3K shares-0.35%2026-03-312026-04-20

FLRN SPDR SERIES TRUST7.7K shares0.00%2026-03-312026-04-20

Sponsored

TT TRANE TECHNOLOGIES PLC569 shares1.25%2026-03-312026-04-20

DRI DARDEN RESTAURANTS INC1.2K sharesnew addition2026-03-312026-04-20

MCK MCKESSON CORP269 shares5.91%2026-03-312026-04-20

EEMV ISHARES INC3.6K shares0.00%2026-03-312026-04-20

VHT VANGUARD WORLD FD850 shares0.00%2026-03-312026-04-20

SHW SHERWIN WILLIAMS CO714 shares-14.39%2026-03-312026-04-20

T AT&T INC7.8K sharesnew addition2026-03-312026-04-20

PWR QUANTA SVCS INC401 sharesnew addition2026-03-312026-04-20

Sponsored

XLV SELECT SECTOR SPDR TR1.5K shares10.77%2026-03-312026-04-20

DFIV DIMENSIONAL ETF TRUST4.1K shares0.00%2026-03-312026-04-20

IBDX ISHARES TR8.5K shares6.32%2026-03-312026-04-20

BND VANGUARD BD INDEX FDS2.9K shares0.00%2026-03-312026-04-20

BOXX EA SERIES TRUST1.8K sharesnew addition2026-03-312026-04-20

AGM FEDERAL AGRIC MTG CORP1.4K shares1.80%2026-03-312026-04-20

SPEM SPDR INDEX SHS FDS4.5K shares0.79%2026-03-312026-04-20

SCZ ISHARES TR2.6K shares0.00%2026-03-312026-04-20

Sponsored

AOA ISHARES TR2.3K shares-2.10%2026-03-312026-04-20

MPLX MPLX LP3.6K sharesnew addition2026-03-312026-04-20

VOX VANGUARD WORLD FD1.1K sharesnew addition2026-03-312026-04-20

MET METLIFE INC2.9K shares-2.13%2026-03-312026-04-20

BE BLOOM ENERGY CORP1.5K sharesnew addition2026-03-312026-04-20

GILD GILEAD SCIENCES INC1.5K sharesnew addition2026-03-312026-04-20

D DOMINION ENERGY INC3.2K sharesnew addition2026-03-312026-04-20

SNDL INC SNDL INC10.0K shares0.00%2026-03-312026-04-20

Sponsored

IVVD INVIVYD INC10.0K shares0.00%2026-03-312026-04-20

AAPL

APPLE INC

-0.74%

Shares183.7K

Event2026-03-31

Filed2026-04-20

BROADCOM INC

-0.20%

Shares112.3K

Event2026-03-31

Filed2026-04-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-2.99%

Shares96.5K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR

4.01%

Shares43.1K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

1.83%

Shares75.8K

Event2026-03-31

Filed2026-04-20

GLW

CORNING INC

-3.55%

Shares206.0K

Event2026-03-31

Filed2026-04-20

SCHF

SCHWAB STRATEGIC TR

4.87%

Shares1.1M

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

0.80%

Shares40.5K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

-0.34%

Shares59.9K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

-0.05%

Shares104.3K

Event2026-03-31

Filed2026-04-20

SCHE

SCHWAB STRATEGIC TR

4.58%

Shares485.3K

Event2026-03-31

Filed2026-04-20

LAM RESEARCH CORP

-5.34%

Shares71.5K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

-28.96%

Shares48.5K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

4.10%

Shares49.0K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

13.17%

Shares77.2K

Event2026-03-31

Filed2026-04-20

MERCK & CO INC

-1.07%

Shares106.8K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

3.92%

Shares51.9K

Event2026-03-31

Filed2026-04-20

ADI

ANALOG DEVICES INC

-0.47%

Shares39.7K

Event2026-03-31

Filed2026-04-20

IGF

ISHARES TR

7.53%

Shares188.3K

Event2026-03-31

Filed2026-04-20

IJH

ISHARES TR

0.42%

Shares183.0K

Event2026-03-31

Filed2026-04-20

AMGN

AMGEN INC

-0.17%

Shares35.1K

Event2026-03-31

Filed2026-04-20

IWD

ISHARES TR

2.59%

Shares57.3K

Event2026-03-31

Filed2026-04-20

MINT

PIMCO ETF TR

19.54%

Shares120.2K

Event2026-03-31

Filed2026-04-20

AMAT

APPLIED MATLS INC

-0.41%

Shares35.3K

Event2026-03-31

Filed2026-04-20

HOME DEPOT INC

6.60%

Shares35.4K

Event2026-03-31

Filed2026-04-20

LLY

ELI LILLY & CO

-0.11%

Shares12.6K

Event2026-03-31

Filed2026-04-20

MICRON TECHNOLOGY INC

-7.27%

Shares34.1K

Event2026-03-31

Filed2026-04-20

IGIB

ISHARES TR

17.31%

Shares215.3K

Event2026-03-31

Filed2026-04-20

PFFD

GLOBAL X FDS

10.49%

Shares592.1K

Event2026-03-31

Filed2026-04-20

CSCO

CISCO SYS INC

-0.67%

Shares137.3K

Event2026-03-31

Filed2026-04-20

ABBV

ABBVIE INC

-0.08%

Shares47.7K

Event2026-03-31

Filed2026-04-20

RIO

RIO TINTO PLC

0.37%

Shares107.4K

Event2026-03-31

Filed2026-04-20

REET

ISHARES TR

10.72%

Shares407.9K

Event2026-03-31

Filed2026-04-20

KLAC

KLA CORP

-0.91%

Shares6.8K

Event2026-03-31

Filed2026-04-20

SPYM

SPDR SERIES TRUST

1.95%

Shares129.9K

Event2026-03-31

Filed2026-04-20

VGT

VANGUARD WORLD FD

0.24%

Shares14.1K

Event2026-03-31

Filed2026-04-20

NEE

NEXTERA ENERGY INC

2.51%

Shares104.0K

Event2026-03-31

Filed2026-04-20

PKG

PACKAGING CORP AMER

-0.90%

Shares42.4K

Event2026-03-31

Filed2026-04-20

AMD

ADVANCED MICRO DEVICES INC

0.61%

Shares43.9K

Event2026-03-31

Filed2026-04-20

LDOS

LEIDOS HOLDINGS INC

2.47%

Shares55.9K

Event2026-03-31

Filed2026-04-20

IJR

ISHARES TR

3.38%

Shares69.4K

Event2026-03-31

Filed2026-04-20

ITOT

ISHARES TR

-0.16%

Shares60.5K

Event2026-03-31

Filed2026-04-20

LMT

LOCKHEED MARTIN CORP

-2.11%

Shares14.2K

Event2026-03-31

Filed2026-04-20

BLACKROCK INC

5.65%

Shares8.7K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

28.44%

Shares65.5K

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

1.90%

Shares126.7K

Event2026-03-31

Filed2026-04-20

BIV

VANGUARD BD INDEX FDS

22.53%

Shares104.4K

Event2026-03-31

Filed2026-04-20

ORCL

ORACLE CORP

3.88%

Shares54.3K

Event2026-03-31

Filed2026-04-20