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The Analysis of NATURAL INVESTMENTS, LLC's Holdings & P&L

Currently, NATURAL INVESTMENTS, LLC holds 288 types of securities in its portfolio with a total value $405.4K. In the most recent quarter, they have increased their positions in GRNB (+232.6K shares, valued at $5.6K), AAPL (+19.1K shares, valued at $4.8K), BRK.A (+5 shares, valued at $3.6K); decreased their positions in NXTE (-48.5K shares, valued at $1.9K), AMT (-3.9K shares, valued at $680.2383581623086), N/A (-3.2K shares, valued at $632.8155797101449); initiated new positions in NXT (+12.3K shares, valued at $1.5K), ROK (+2.5K shares, valued at $894), MSCI (+1.5K shares, valued at $789).

1M P&L

+16.1M+4.17%

3M P&L

+12.1M+3.12%

HY P&L

+23.3M+6.15%

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/A105.2K

28.7%

2Consumer Electronics31.1K

8.5%

3Semiconductors29.8K

8.1%

Top Industries by Stock Count

1N/A63 stocks

24.1%

2Banks - Regional12 stocks

4.6%

3Banks - Diversified12 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC115.6K shares19.79%2026-03-312026-05-01

NVDA NVIDIA CORPORATION110.9K shares2.19%2026-03-312026-05-01

MSFT MICROSOFT CORP47.7K shares1.34%2026-03-312026-05-01

DSI ISHARES TR97.8K shares-0.94%2026-03-312026-05-01

JSTC TIDAL TRUST I579.4K shares6.93%2026-03-312026-05-01

VEGN ETF SER SOLUTIONS199.3K shares22.98%2026-03-312026-05-01

ALPHABET INC ALPHABET INC35.7K shares-3.17%2026-03-312026-05-01

CHGX1 EA SERIES TRUST314.9K shares3.91%2026-03-312026-05-01

Sponsored

VGSR MANAGER DIRECTED PORTFOLIOS812.2K shares13.48%2026-03-312026-05-01

HASI HA SUSTAINABLE INFRA CAP INC202.1K shares-3.41%2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MFG LTD21.0K shares-3.08%2026-03-312026-05-01

GRNB VANECK ETF TRUST296.6K shares363.61%2026-03-312026-05-01

ABBV ABBVIE INC32.4K shares14.56%2026-03-312026-05-01

NXTE INVESTMENT MANAGERS SER TR I156.6K shares-23.64%2026-03-312026-05-01

HD HOME DEPOT INC17.8K shares0.06%2026-03-312026-05-01

LLY ELI LILLY & CO5.5K shares1.55%2026-03-312026-05-01

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL7 shares250.00%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO.16.5K shares0.23%2026-03-312026-05-01

OWNS TIDAL TRUST III256.4K shares55.21%2026-03-312026-05-01

AMZN AMAZON COM INC21.3K shares0.03%2026-03-312026-05-01

ASML ASML HOLDING N V3.0K shares-10.68%2026-03-312026-05-01

MA MASTERCARD INCORPORATED7.9K shares-1.61%2026-03-312026-05-01

ABT ABBOTT LABS35.5K shares14.43%2026-03-312026-05-01

ALPHABET INC ALPHABET INC11.7K shares8.49%2026-03-312026-05-01

Sponsored

COST COSTCO WHSL CORP NEW3.3K shares0.63%2026-03-312026-05-01

PG PROCTER AND GAMBLE CO22.7K shares24.37%2026-03-312026-05-01

LINDE PLC LINDE PLC6.6K shares-1.94%2026-03-312026-05-01

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP79.8K shares-6.17%2026-03-312026-05-01

ETHO AMPLIFY ETF TR45.3K shares22.60%2026-03-312026-05-01

PANW PALO ALTO NETWORKS INC17.4K shares3.93%2026-03-312026-05-01

UPS UNITED PARCEL SERVICE INC26.4K shares1.08%2026-03-312026-05-01

AXP AMERICAN EXPRESS CO8.3K shares0.14%2026-03-312026-05-01

Sponsored

TT TRANE TECHNOLOGIES PLC5.6K shares-4.88%2026-03-312026-05-01

UNILEVER PLC UNILEVER PLC37.9K shares4.67%2026-03-312026-05-01

V VISA INC7.1K shares3.41%2026-03-312026-05-01

ECL ECOLAB INC8.0K shares-8.99%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON8.6K shares15.92%2026-03-312026-05-01

EATON CORP PLC EATON CORP PLC5.9K shares-6.68%2026-03-312026-05-01

PEP PEPSICO INC13.2K shares-0.39%2026-03-312026-05-01

CVMC MORGAN STANLEY ETF TRUST31.4K shares40.60%2026-03-312026-05-01

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN12.7K shares-2.06%2026-03-312026-05-01

AWK AMERICAN WTR WKS CO INC NEW14.6K shares1.55%2026-03-312026-05-01

SHOP SHOPIFY INC15.9K shares-1.64%2026-03-312026-05-01

FTSD FRANKLIN ETF TR20.1K shares15.00%2026-03-312026-05-01

XYL XYLEM INC15.3K shares24.00%2026-03-312026-05-01

SHG SHINHAN FINANCIAL GROUP CO L28.9K shares0.25%2026-03-312026-05-01

MERCK & CO INC MERCK & CO INC14.6K shares-0.67%2026-03-312026-05-01

HLN HALEON PLC173.0K shares0.31%2026-03-312026-05-01

Sponsored

SONY SONY GROUP CORP82.6K shares-0.33%2026-03-312026-05-01

PNC PNC FINL SVCS GROUP INC8.1K shares-1.88%2026-03-312026-05-01

NOW SERVICENOW INC16.2K shares-1.58%2026-03-312026-05-01

PLD PROLOGIS INC.12.6K shares0.03%2026-03-312026-05-01

AMT AMERICAN TOWER CORP NEW9.6K shares-29.12%2026-03-312026-05-01

UNP UNION PAC CORP6.8K shares-3.88%2026-03-312026-05-01

AMGN AMGEN INC4.5K shares3.30%2026-03-312026-05-01

BROADCOM INC BROADCOM INC5.1K shares33.18%2026-03-312026-05-01

Sponsored

MELI MERCADOLIBRE INC909 shares-1.84%2026-03-312026-05-01

EHC ENCOMPASS HEALTH CORP16.2K shares40.51%2026-03-312026-05-01

WAB WABTEC6.2K shares2.90%2026-03-312026-05-01

TRV TRAVELERS COMPANIES INC5.3K shares-1.70%2026-03-312026-05-01

NXT NEXTPOWER INC12.3K sharesnew addition2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS5.8K shares8.17%2026-03-312026-05-01

SPY SPDR S&P 500 ETF TR2.2K shares-2.49%2026-03-312026-05-01

HDB HDFC BANK LTD56.0K shares35.90%2026-03-312026-05-01

Sponsored

NFLX NETFLIX INC14.5K shares6.00%2026-03-312026-05-01

ALC ALCON AG17.8K shares0.77%2026-03-312026-05-01

NVT NVENT ELECTRIC PLC11.2K shares-5.69%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.7K shares34.58%2026-03-312026-05-01

MMM 3M CO8.9K shares4.57%2026-03-312026-05-01

DE DEERE & CO2.3K shares-0.44%2026-03-312026-05-01

FSLR FIRST SOLAR INC6.5K shares-0.80%2026-03-312026-05-01

ISRG INTUITIVE SURGICAL INC2.8K shares-2.40%2026-03-312026-05-01

Sponsored

TJX TJX COS INC NEW7.9K shares6.11%2026-03-312026-05-01

ADSK AUTODESK INC5.3K shares1.81%2026-03-312026-05-01

TE CONNECTIVITY PLC TE CONNECTIVITY PLC5.9K shares1.21%2026-03-312026-05-01

CSCO CISCO SYS INC15.6K shares1.18%2026-03-312026-05-01

MKC MCCORMICK & CO INC23.7K shares-14.89%2026-03-312026-05-01

LRGE LEGG MASON ETF INVT15.3K shares46.26%2026-03-312026-05-01

VRSK VERISK ANALYTICS INC6.0K shares0.77%2026-03-312026-05-01

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY14.4K shares-0.04%2026-03-312026-05-01

Sponsored

BEP BROOKFIELD RENEWABLE PARTNER34.8K shares-2.78%2026-03-312026-05-01

RNRG GLOBAL X FDS29.8K shares-9.35%2026-03-312026-05-01

SAP SAP SE6.3K shares-19.32%2026-03-312026-05-01

WCN WASTE CONNECTIONS INC6.4K shares-1.07%2026-03-312026-05-01

CB CHUBB LIMITED3.1K shares-0.13%2026-03-312026-05-01

BSX BOSTON SCIENTIFIC CORP15.9K shares292.99%2026-03-312026-05-01

BAP CREDICORP LTD2.9K shares-10.94%2026-03-312026-05-01

GILD GILEAD SCIENCES INC7.1K shares-0.42%2026-03-312026-05-01

Sponsored

NATIONAL GRID PLC NATIONAL GRID PLC11.6K shares0.00%2026-03-312026-05-01

PRXG PRAXIS FDS29.9K shares6.02%2026-03-312026-05-01

AMAT APPLIED MATLS INC2.8K shares5.03%2026-03-312026-05-01

TAN INVESCO EXCH TRADED FD TR II17.4K shares-11.74%2026-03-312026-05-01

NUDM NUSHARES ETF TR26.5K shares12.42%2026-03-312026-05-01

APH AMPHENOL CORP NEW7.6K shares0.92%2026-03-312026-05-01

BAC BANK AMERICA CORP19.5K shares-3.96%2026-03-312026-05-01

KO COCA COLA CO12.4K shares0.79%2026-03-312026-05-01

Sponsored

EWBC EAST WEST BANCORP INC8.8K shares-20.21%2026-03-312026-05-01

ITUB ITAU UNIBANCO HLDG S A110.0K shares-0.27%2026-03-312026-05-01

BBN BLACKROCK TAX MUNICPAL BD TR56.1K shares13.80%2026-03-312026-05-01

SYK STRYKER CORPORATION2.8K shares-4.31%2026-03-312026-05-01

ROK ROCKWELL AUTOMATION INC2.5K sharesnew addition2026-03-312026-05-01

SHEN SHENANDOAH TELECOMMUNICATION57.2K shares-8.30%2026-03-312026-05-01

ORA ORMAT TECHNOLOGIES INC7.7K shares-0.77%2026-03-312026-05-01

AMAL AMALGAMATED FINANCIAL CORP22.2K shares-1.06%2026-03-312026-05-01

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP4.0K shares2.46%2026-03-312026-05-01

NEE NEXTERA ENERGY INC9.3K shares-0.47%2026-03-312026-05-01

TXN TEXAS INSTRS INC4.4K shares3.52%2026-03-312026-05-01

RY ROYAL BK CDA5.0K shares41.68%2026-03-312026-05-01

GEV GE VERNOVA INC908 shares13.78%2026-03-312026-05-01

MSCI MSCI INC1.5K sharesnew addition2026-03-312026-05-01

ADP AUTOMATIC DATA PROCESSING IN3.8K shares0.37%2026-03-312026-05-01

NVS NOVARTIS AG5.0K shares6.49%2026-03-312026-05-01

Sponsored

USB US BANCORP DEL14.2K shares0.08%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR1.3K shares-2.88%2026-03-312026-05-01

IWD ISHARES TR3.4K shares-2.05%2026-03-312026-05-01

CMG CHIPOTLE MEXICAN GRILL INC22.5K shares1.16%2026-03-312026-05-01

ITW ILLINOIS TOOL WKS INC2.7K shares-1.79%2026-03-312026-05-01

VUG VANGUARD INDEX FDS1.6K shares-28.60%2026-03-312026-05-01

WFC WELLS FARGO CO NEW8.7K sharesnew addition2026-03-312026-05-01

SUSA ISHARES TR5.2K shares-10.72%2026-03-312026-05-01

Sponsored

VZ VERIZON COMMUNICATIONS INC13.6K shares7.16%2026-03-312026-05-01

HYXF ISHARES TR14.7K shares46.48%2026-03-312026-05-01

ALL ALLSTATE CORP3.3K shares-1.53%2026-03-312026-05-01

SBUX STARBUCKS CORP7.5K shares0.24%2026-03-312026-05-01

FIW FIRST TR EXCHANGE-TRADED FD6.5K shares28.32%2026-03-312026-05-01

TTEK TETRA TECH INC NEW21.6K sharesnew addition2026-03-312026-05-01

ICLN ISHARES TR35.1K shares-8.14%2026-03-312026-05-01

LOW LOWES COS INC2.7K shares-1.56%2026-03-312026-05-01

Sponsored

INTU INTUIT1.5K shares7.70%2026-03-312026-05-01

FGDL FRANKLIN TEMPLETON HOLDINGS10.1K shares0.00%2026-03-312026-05-01

URI UNITED RENTALS INC852 shares0.83%2026-03-312026-05-01

ADI ANALOG DEVICES INC1.9K shares7.67%2026-03-312026-05-01

HSBC HSBC HLDGS PLC7.3K shares-1.11%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC2.2K shares-4.78%2026-03-312026-05-01

MNST MONSTER BEVERAGE CORP NEW8.2K shares3.27%2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC2.9K shares1.94%2026-03-312026-05-01

Sponsored

TD TORONTO DOMINION BK ONT6.2K shares23.12%2026-03-312026-05-01

DHR DANAHER CORPORATION3.1K shares4.65%2026-03-312026-05-01

WMT WALMART INC4.7K shares-5.31%2026-03-312026-05-01

GLW CORNING INC4.2K shares-5.76%2026-03-312026-05-01

CME CME GROUP INC1.9K shares5.69%2026-03-312026-05-01

FLOT ISHARES TR11.3K shares7.28%2026-03-312026-05-01

VRTX VERTEX PHARMACEUTICALS INC1.3K shares7.84%2026-03-312026-05-01

INTC INTEL CORP12.8K shares-8.80%2026-03-312026-05-01

Sponsored

BKNG BOOKING HOLDINGS INC133 shares16.67%2026-03-312026-05-01

CINF CINCINNATI FINL CORP3.5K shares0.00%2026-03-312026-05-01

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.8K shares-53.64%2026-03-312026-05-01

VGIT VANGUARD SCOTTSDALE FDS9.2K shares41.71%2026-03-312026-05-01

TBLU TORTOISE CAPITAL SERIES TRUS10.8K shares-22.89%2026-03-312026-05-01

BABA ALIBABA GROUP HLDG LTD4.3K shares-0.33%2026-03-312026-05-01

CNI CANADIAN NATL RY CO5.2K shares-1.53%2026-03-312026-05-01

TMO THERMO FISHER SCIENTIFIC INC1.1K shares-0.28%2026-03-312026-05-01

Sponsored

GPN GLOBAL PMTS INC7.9K shares-7.75%2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE1.8K shares12.29%2026-03-312026-05-01

WAT WATERS CORP1.8K shares9.14%2026-03-312026-05-01

THE CIGNA GROUP THE CIGNA GROUP1.9K shares-1.27%2026-03-312026-05-01

CVSB MORGAN STANLEY ETF TRUST10.1K shares-0.88%2026-03-312026-05-01

SPGI S&P GLOBAL INC1.2K shares0.17%2026-03-312026-05-01

T AT&T INC17.4K shares10.52%2026-03-312026-05-01

TMUS T-MOBILE US INC2.4K shares23.33%2026-03-312026-05-01

Sponsored

MEDTRONIC PLC MEDTRONIC PLC5.8K shares18.55%2026-03-312026-05-01

ORCL ORACLE CORP3.4K shares-3.74%2026-03-312026-05-01

CL COLGATE PALMOLIVE CO5.7K shares12.74%2026-03-312026-05-01

CMCSA COMCAST CORP NEW16.8K shares0.92%2026-03-312026-05-01

BMY BRISTOL-MYERS SQUIBB CO7.9K shares18.30%2026-03-312026-05-01

SFM SPROUTS FMRS MKT INC6.1K shares56.48%2026-03-312026-05-01

CRM SALESFORCE INC2.5K shares5.91%2026-03-312026-05-01

VTI VANGUARD INDEX FDS1.4K shares-11.22%2026-03-312026-05-01

Sponsored

NUSC NUSHARES ETF TR10.1K shares4.37%2026-03-312026-05-01

MDLZ MONDELEZ INTL INC7.8K shares19.46%2026-03-312026-05-01

GL GLOBE LIFE INC3.2K shares-7.30%2026-03-312026-05-01

EW EDWARDS LIFESCIENCES CORP5.5K shares11.97%2026-03-312026-05-01

OEF ISHARES TR1.4K shares0.00%2026-03-312026-05-01

KLAC KLA CORP299 shares-0.66%2026-03-312026-05-01

DXCM DEXCOM INC7.0K sharesnew addition2026-03-312026-05-01

MCD MCDONALDS CORP1.4K shares-2.71%2026-03-312026-05-01

Sponsored

PGR PROGRESSIVE CORP2.2K shares4.09%2026-03-312026-05-01

CDEI MORGAN STANLEY ETF TRUST5.4K shares-1.02%2026-03-312026-05-01

SPOT SPOTIFY TECHNOLOGY S A867 shares-4.52%2026-03-312026-05-01

IRM IRON MTN INC DEL4.1K shares1.38%2026-03-312026-05-01

GSK PLC GSK PLC7.5K shares-1.20%2026-03-312026-05-01

NDSN NORDSON CORP1.5K shares0.66%2026-03-312026-05-01

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.0K shares10.09%2026-03-312026-05-01

NUDV NUSHARES ETF TR14.3K shares-0.75%2026-03-312026-05-01

Sponsored

APD AIR PRODS & CHEMS INC1.4K shares-0.44%2026-03-312026-05-01

RELX RELX PLC11.9K shares-3.65%2026-03-312026-05-01

TRP TC ENERGY CORP6.3K shares0.00%2026-03-312026-05-01

NUEM NUSHARES ETF TR10.6K shares-0.71%2026-03-312026-05-01

ERTH INVESCO EXCHANGE TRADED FD T8.2K shares-1.95%2026-03-312026-05-01

JCI JOHNSON CTLS INTL PLC2.9K shares-0.71%2026-03-312026-05-01

MCK MCKESSON CORP441 shares0.00%2026-03-312026-05-01

MGK VANGUARD WORLD FD1.0K shares0.00%2026-03-312026-05-01

Sponsored

QCLN FIRST TR EXCHANGE-TRADED FD8.0K shares0.00%2026-03-312026-05-01

EQIX EQUINIX INC380 shares-1.81%2026-03-312026-05-01

IWM ISHARES TR1.5K shares-12.27%2026-03-312026-05-01

ADBE ADOBE INC1.5K shares-13.45%2026-03-312026-05-01

SAN BANCO SANTANDER SA32.4K shares-1.21%2026-03-312026-05-01

ING ING GROEP N.V.14.0K shares-0.48%2026-03-312026-05-01

ZTS ZOETIS INC3.1K shares12.06%2026-03-312026-05-01

EMNT PIMCO ETF TR3.6K shares-3.01%2026-03-312026-05-01

Sponsored

CHD CHURCH & DWIGHT CO INC3.8K shares-0.73%2026-03-312026-05-01

STERIS PLC STERIS PLC1.6K shares0.00%2026-03-312026-05-01

COF CAPITAL ONE FINL CORP1.9K shares3.97%2026-03-312026-05-01

NUBD NUSHARES ETF TR15.3K shares-3.82%2026-03-312026-05-01

GRID FIRST TR EXCHANGE TRADED FD2.1K shares2.38%2026-03-312026-05-01

DFAC DIMENSIONAL ETF TRUST8.6K shares0.00%2026-03-312026-05-01

NXPI NXP SEMICONDUCTORS N V1.7K shares-7.75%2026-03-312026-05-01

PWR QUANTA SVCS INC605 shares-0.66%2026-03-312026-05-01

Sponsored

ROST ROSS STORES INC1.5K shares18.99%2026-03-312026-05-01

PRCS PARNASSUS INCOME FDS13.0K shares7.57%2026-03-312026-05-01

WELL WELLTOWER INC1.6K shares-1.28%2026-03-312026-05-01

RYN RAYONIER INC15.5K sharesnew addition2026-03-312026-05-01

META META PLATFORMS INC548 shares0.37%2026-03-312026-05-01

CVLC MORGAN STANLEY ETF TRUST3.9K shares-15.86%2026-03-312026-05-01

A AGILENT TECHNOLOGIES INC2.7K shares-0.11%2026-03-312026-05-01

LYG LLOYDS BANKING GROUP PLC61.5K shares0.65%2026-03-312026-05-01

Sponsored

TAK TAKEDA PHARMACEUTICAL CO LTD16.6K shares0.67%2026-03-312026-05-01

CMI CUMMINS INC572 shares20.42%2026-03-312026-05-01

DELL DELL TECHNOLOGIES INC1.9K shares9.79%2026-03-312026-05-01

IVV ISHARES TR464 shares0.00%2026-03-312026-05-01

ELV ELEVANCE HEALTH INC FORMERLY1.0K shares-0.29%2026-03-312026-05-01

AZO AUTOZONE INC87 shares31.82%2026-03-312026-05-01

DLR DIGITAL RLTY TR INC1.6K shares10.67%2026-03-312026-05-01

TWLO TWILIO INC2.2K shares1.77%2026-03-312026-05-01

Sponsored

UBSI UNITED BANKSHARES INC WEST V6.8K shares0.00%2026-03-312026-05-01

CATH GLOBAL X FDS3.6K shares0.48%2026-03-312026-05-01

NUHY NUSHARES ETF TR13.1K shares12.60%2026-03-312026-05-01

XOM EXXON MOBIL CORP1.6K sharesnew addition2026-03-312026-05-01

NVO NOVO-NORDISK A S7.4K shares-61.86%2026-03-312026-05-01

VRT VERTIV HOLDINGS CO1.1K sharesnew addition2026-03-312026-05-01

VSGX VANGUARD WORLD FD3.7K shares0.00%2026-03-312026-05-01

SNY SANOFI SA5.5K shares1.75%2026-03-312026-05-01

Sponsored

SMFG SUMITOMO MITSUI FINL GROUP I13.5K shares-9.16%2026-03-312026-05-01

EBAY EBAY INC.2.9K shares-4.79%2026-03-312026-05-01

VITL VITAL FARMS INC18.7K shares39.00%2026-03-312026-05-01

MS MORGAN STANLEY1.6K shares28.31%2026-03-312026-05-01

ESGV VANGUARD WORLD FD2.3K shares0.00%2026-03-312026-05-01

EMR EMERSON ELEC CO2.0K sharesnew addition2026-03-312026-05-01

MMC MARSH & MCLENNAN COS INC1.5K shares0.07%2026-03-312026-05-01

CVIE MORGAN STANLEY ETF TRUST3.6K shares-6.96%2026-03-312026-05-01

Sponsored

ESGD ISHARES TR2.7K shares0.00%2026-03-312026-05-01

TSLA TESLA INC680 shares-0.58%2026-03-312026-05-01

BDX BECTON DICKINSON & CO1.6K shares0.00%2026-03-312026-05-01

IJR ISHARES TR2.0K shares0.15%2026-03-312026-05-01

PFE PFIZER INC8.6K shares-2.82%2026-03-312026-05-01

FXE INVESCO CURRENCYSHARES EURO2.3K sharesnew addition2026-03-312026-05-01

HUT 8 CORP HUT 8 CORP5.1K shares0.00%2026-03-312026-05-01

IEFA ISHARES TR2.6K shares0.50%2026-03-312026-05-01

Sponsored

ROP ROPER TECHNOLOGIES INC674 shares-1.89%2026-03-312026-05-01

TRMB TRIMBLE INC3.6K shares1.80%2026-03-312026-05-01

AFL AFLAC INC2.1K shares0.10%2026-03-312026-05-01

CM CANADIAN IMPERIAL BANK OF CO2.4K shares0.00%2026-03-312026-05-01

AMP AMERIPRISE FINL INC509 shares-1.36%2026-03-312026-05-01

VTR VENTAS INC2.8K sharesnew addition2026-03-312026-05-01

BNS BANK NOVA SCOTIA HALIFAX3.2K shares-0.03%2026-03-312026-05-01

VMI VALMONT INDS INC555 sharesnew addition2026-03-312026-05-01

Sponsored

ETFS GOLD TR ETFS GOLD TR4.9K shares-4.27%2026-03-312026-05-01

MCHP MICROCHIP TECHNOLOGY INC.3.4K shares4.39%2026-03-312026-05-01

SPTS SPDR SERIES TRUST7.5K sharesnew addition2026-03-312026-05-01

BBVA BANCO BILBAO VIZCAYA ARGENTA10.0K shares-2.36%2026-03-312026-05-01

CSX CSX CORP5.3K sharesnew addition2026-03-312026-05-01

VXUS VANGUARD STAR FDS2.8K shares-17.66%2026-03-312026-05-01

AON PLC AON PLC672 shares6.67%2026-03-312026-05-01

DECK DECKERS OUTDOOR CORP2.1K shares7.73%2026-03-312026-05-01

Sponsored

MBB ISHARES TR2.3K shares-59.53%2026-03-312026-05-01

KMB KIMBERLY-CLARK CORP2.2K sharesnew addition2026-03-312026-05-01

NEM NEWMONT CORP2.0K sharesnew addition2026-03-312026-05-01

JLL JONES LANG LASALLE INC687 shares-6.15%2026-03-312026-05-01

COHERENT CORP COHERENT CORP874 sharesnew addition2026-03-312026-05-01

AJG GALLAGHER ARTHUR J & CO956 shares-3.04%2026-03-312026-05-01

GWW WW GRAINGER INC189 shares-13.70%2026-03-312026-05-01

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC883 sharesnew addition2026-03-312026-05-01

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F3.6K sharesnew addition2026-03-312026-05-01

XEL XCEL ENERGY INC2.6K sharesnew addition2026-03-312026-05-01

ICLR ICON PLC1.8K shares-6.87%2026-03-312026-05-01

O REALTY INCOME CORP3.3K sharesnew addition2026-03-312026-05-01

IWR ISHARES TR2.1K sharesnew addition2026-03-312026-05-01

KKR & CO INC KKR & CO INC2.2K shares0.00%2026-03-312026-05-01

LPLA LPL FINL HLDGS INC671 shares-7.70%2026-03-312026-05-01

SNPS SYNOPSYS INC505 shares4.77%2026-03-312026-05-01

Sponsored

PML PIMCO MUN INCOME FD II24.3K shares0.00%2026-03-312026-05-01

TEF TELEFONICA S A36.8K shares-2.68%2026-03-312026-05-01

UMC UNITED MICROELECTRONICS CORP16.9K shares-12.06%2026-03-312026-05-01

MUA BLACKROCK MUNIASSETS FD INC14.1K sharesnew addition2026-03-312026-05-01

AQN ALGONQUIN PWR UTILS CORP20.2K shares-0.15%2026-03-312026-05-01

WIT WIPRO LTD44.5K shares-0.92%2026-03-312026-05-01

AVAL GRUPO AVAL ACCIONES Y VALORE18.2K shares0.84%2026-03-312026-05-01

BBD BANCO BRADESCO S A17.7K shares11.75%2026-03-312026-05-01

Sponsored

AAPL

APPLE INC

19.79%

Shares115.6K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

2.19%

Shares110.9K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

1.34%

Shares47.7K

Event2026-03-31

Filed2026-05-01

DSI

ISHARES TR

-0.94%

Shares97.8K

Event2026-03-31

Filed2026-05-01

JSTC

TIDAL TRUST I

6.93%

Shares579.4K

Event2026-03-31

Filed2026-05-01

VEGN

ETF SER SOLUTIONS

22.98%

Shares199.3K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-3.17%

Shares35.7K

Event2026-03-31

Filed2026-05-01

CHGX1

EA SERIES TRUST

3.91%

Shares314.9K

Event2026-03-31

Filed2026-05-01

VGSR

MANAGER DIRECTED PORTFOLIOS

13.48%

Shares812.2K

Event2026-03-31

Filed2026-05-01

HASI

HA SUSTAINABLE INFRA CAP INC

-3.41%

Shares202.1K

Event2026-03-31

Filed2026-05-01

TSM

TAIWAN SEMICONDUCTOR MFG LTD

-3.08%

Shares21.0K

Event2026-03-31

Filed2026-05-01

GRNB

VANECK ETF TRUST

363.61%

Shares296.6K

Event2026-03-31

Filed2026-05-01

ABBV

ABBVIE INC

14.56%

Shares32.4K

Event2026-03-31

Filed2026-05-01

NXTE

INVESTMENT MANAGERS SER TR I

-23.64%

Shares156.6K

Event2026-03-31

Filed2026-05-01

HOME DEPOT INC

0.06%

Shares17.8K

Event2026-03-31

Filed2026-05-01

LLY

ELI LILLY & CO

1.55%

Shares5.5K

Event2026-03-31

Filed2026-05-01

BRK.A

BERKSHIRE HATHAWAY INC DEL

250.00%

Shares7

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO.

0.23%

Shares16.5K

Event2026-03-31

Filed2026-05-01

OWNS

TIDAL TRUST III

55.21%

Shares256.4K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

0.03%

Shares21.3K

Event2026-03-31

Filed2026-05-01

ASML

ASML HOLDING N V

-10.68%

Shares3.0K

Event2026-03-31

Filed2026-05-01

MASTERCARD INCORPORATED

-1.61%

Shares7.9K

Event2026-03-31

Filed2026-05-01

ABT

ABBOTT LABS

14.43%

Shares35.5K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

8.49%

Shares11.7K

Event2026-03-31

Filed2026-05-01

COST

COSTCO WHSL CORP NEW

0.63%

Shares3.3K

Event2026-03-31

Filed2026-05-01

PROCTER AND GAMBLE CO

24.37%

Shares22.7K

Event2026-03-31

Filed2026-05-01

LINDE PLC

-1.94%

Shares6.6K

Event2026-03-31

Filed2026-05-01

BROOKFIELD RENEWABLE CORP

-6.17%

Shares79.8K

Event2026-03-31

Filed2026-05-01

ETHO

AMPLIFY ETF TR

22.60%

Shares45.3K

Event2026-03-31

Filed2026-05-01

PANW

PALO ALTO NETWORKS INC

3.93%

Shares17.4K

Event2026-03-31

Filed2026-05-01

UPS

UNITED PARCEL SERVICE INC

1.08%

Shares26.4K

Event2026-03-31

Filed2026-05-01

AXP

AMERICAN EXPRESS CO

0.14%

Shares8.3K

Event2026-03-31

Filed2026-05-01

TRANE TECHNOLOGIES PLC

-4.88%

Shares5.6K

Event2026-03-31

Filed2026-05-01

UNILEVER PLC

4.67%

Shares37.9K

Event2026-03-31

Filed2026-05-01

VISA INC

3.41%

Shares7.1K

Event2026-03-31

Filed2026-05-01

ECL

ECOLAB INC

-8.99%

Shares8.0K

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

15.92%

Shares8.6K

Event2026-03-31

Filed2026-05-01

EATON CORP PLC

-6.68%

Shares5.9K

Event2026-03-31

Filed2026-05-01

PEP

PEPSICO INC

-0.39%

Shares13.2K

Event2026-03-31

Filed2026-05-01

CVMC

MORGAN STANLEY ETF TRUST

40.60%

Shares31.4K

Event2026-03-31

Filed2026-05-01

ICE

INTERCONTINENTAL EXCHANGE IN

-2.06%

Shares12.7K

Event2026-03-31

Filed2026-05-01

AWK

AMERICAN WTR WKS CO INC NEW

1.55%

Shares14.6K

Event2026-03-31

Filed2026-05-01

SHOP

SHOPIFY INC

-1.64%

Shares15.9K

Event2026-03-31

Filed2026-05-01

FTSD

FRANKLIN ETF TR

15.00%

Shares20.1K

Event2026-03-31

Filed2026-05-01

XYL

XYLEM INC

24.00%

Shares15.3K

Event2026-03-31

Filed2026-05-01

SHG

SHINHAN FINANCIAL GROUP CO L

0.25%

Shares28.9K

Event2026-03-31

Filed2026-05-01

MERCK & CO INC

-0.67%

Shares14.6K

Event2026-03-31

Filed2026-05-01

HLN

HALEON PLC

0.31%

Shares173.0K

Event2026-03-31

Filed2026-05-01

SONY

SONY GROUP CORP

-0.33%

Shares82.6K

Event2026-03-31

Filed2026-05-01

PNC

PNC FINL SVCS GROUP INC

-1.88%

Shares8.1K

Event2026-03-31

Filed2026-05-01

NOW

SERVICENOW INC

-1.58%

Shares16.2K

Event2026-03-31

Filed2026-05-01

PLD

PROLOGIS INC.

0.03%

Shares12.6K

Event2026-03-31

Filed2026-05-01

AMT

AMERICAN TOWER CORP NEW

-29.12%

Shares9.6K

Event2026-03-31

Filed2026-05-01

UNP

UNION PAC CORP

-3.88%

Shares6.8K

Event2026-03-31

Filed2026-05-01

AMGN

AMGEN INC

3.30%

Shares4.5K

Event2026-03-31

Filed2026-05-01

BROADCOM INC

33.18%

Shares5.1K

Event2026-03-31

Filed2026-05-01

MELI

MERCADOLIBRE INC

-1.84%

Shares909

Event2026-03-31

Filed2026-05-01

EHC

ENCOMPASS HEALTH CORP

40.51%

Shares16.2K

Event2026-03-31

Filed2026-05-01

WAB

WABTEC

2.90%

Shares6.2K

Event2026-03-31

Filed2026-05-01

TRV

TRAVELERS COMPANIES INC

-1.70%

Shares5.3K

Event2026-03-31

Filed2026-05-01

NXT

NEXTPOWER INC

New

Shares12.3K

Event2026-03-31

Filed2026-05-01

IBM

INTERNATIONAL BUSINESS MACHS

8.17%

Shares5.8K

Event2026-03-31

Filed2026-05-01

SPY

SPDR S&P 500 ETF TR

-2.49%

Shares2.2K

Event2026-03-31

Filed2026-05-01

HDB

HDFC BANK LTD

35.90%

Shares56.0K

Event2026-03-31

Filed2026-05-01

NFLX

NETFLIX INC

6.00%

Shares14.5K

Event2026-03-31

Filed2026-05-01

ALC

ALCON AG

0.77%

Shares17.8K

Event2026-03-31

Filed2026-05-01

NVT

NVENT ELECTRIC PLC

-5.69%

Shares11.2K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

34.58%

Shares2.7K

Event2026-03-31

Filed2026-05-01

MMM

3M CO

4.57%

Shares8.9K

Event2026-03-31

Filed2026-05-01

DEERE & CO

-0.44%

Shares2.3K

Event2026-03-31

Filed2026-05-01

FSLR

FIRST SOLAR INC

-0.80%

Shares6.5K

Event2026-03-31

Filed2026-05-01

ISRG

INTUITIVE SURGICAL INC

-2.40%

Shares2.8K

Event2026-03-31

Filed2026-05-01

TJX

TJX COS INC NEW

6.11%

Shares7.9K

Event2026-03-31

Filed2026-05-01

ADSK

AUTODESK INC

1.81%

Shares5.3K

Event2026-03-31

Filed2026-05-01

TE CONNECTIVITY PLC

1.21%

Shares5.9K

Event2026-03-31

Filed2026-05-01

CSCO

CISCO SYS INC

1.18%

Shares15.6K

Event2026-03-31

Filed2026-05-01

MKC

MCCORMICK & CO INC

-14.89%

Shares23.7K

Event2026-03-31

Filed2026-05-01

LRGE

LEGG MASON ETF INVT

46.26%

Shares15.3K

Event2026-03-31

Filed2026-05-01

VRSK

VERISK ANALYTICS INC

0.77%

Shares6.0K

Event2026-03-31

Filed2026-05-01

CANADIAN PACIFIC KANSAS CITY

-0.04%

Shares14.4K

Event2026-03-31

Filed2026-05-01

BEP

BROOKFIELD RENEWABLE PARTNER

-2.78%

Shares34.8K

Event2026-03-31

Filed2026-05-01

RNRG

GLOBAL X FDS

-9.35%

Shares29.8K

Event2026-03-31

Filed2026-05-01

SAP

SAP SE

-19.32%

Shares6.3K

Event2026-03-31

Filed2026-05-01

WCN

WASTE CONNECTIONS INC

-1.07%

Shares6.4K

Event2026-03-31

Filed2026-05-01

CHUBB LIMITED

-0.13%

Shares3.1K

Event2026-03-31

Filed2026-05-01

BSX

BOSTON SCIENTIFIC CORP

292.99%

Shares15.9K

Event2026-03-31

Filed2026-05-01

BAP

CREDICORP LTD

-10.94%

Shares2.9K

Event2026-03-31

Filed2026-05-01

GILD

GILEAD SCIENCES INC

-0.42%

Shares7.1K

Event2026-03-31

Filed2026-05-01

NATIONAL GRID PLC

0.00%

Shares11.6K

Event2026-03-31

Filed2026-05-01

PRXG

PRAXIS FDS

6.02%

Shares29.9K

Event2026-03-31

Filed2026-05-01

AMAT

APPLIED MATLS INC

5.03%

Shares2.8K

Event2026-03-31

Filed2026-05-01

TAN

INVESCO EXCH TRADED FD TR II

-11.74%

Shares17.4K

Event2026-03-31

Filed2026-05-01

NUDM

NUSHARES ETF TR

12.42%

Shares26.5K

Event2026-03-31

Filed2026-05-01

APH

AMPHENOL CORP NEW

0.92%

Shares7.6K

Event2026-03-31

Filed2026-05-01

BAC

BANK AMERICA CORP

-3.96%

Shares19.5K

Event2026-03-31

Filed2026-05-01

COCA COLA CO

0.79%

Shares12.4K

Event2026-03-31

Filed2026-05-01

EWBC

EAST WEST BANCORP INC

-20.21%

Shares8.8K

Event2026-03-31

Filed2026-05-01

ITUB

ITAU UNIBANCO HLDG S A

-0.27%

Shares110.0K

Event2026-03-31

Filed2026-05-01

BBN

BLACKROCK TAX MUNICPAL BD TR

13.80%

Shares56.1K

Event2026-03-31

Filed2026-05-01

SYK

STRYKER CORPORATION

-4.31%

Shares2.8K

Event2026-03-31

Filed2026-05-01

ROK

ROCKWELL AUTOMATION INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-01

SHEN

SHENANDOAH TELECOMMUNICATION

-8.30%

Shares57.2K

Event2026-03-31

Filed2026-05-01

ORA

ORMAT TECHNOLOGIES INC

-0.77%

Shares7.7K

Event2026-03-31

Filed2026-05-01

AMAL

AMALGAMATED FINANCIAL CORP

-1.06%

Shares22.2K

Event2026-03-31

Filed2026-05-01

LAM RESEARCH CORP

2.46%

Shares4.0K

Event2026-03-31

Filed2026-05-01

NEE

NEXTERA ENERGY INC

-0.47%

Shares9.3K

Event2026-03-31

Filed2026-05-01

TXN

TEXAS INSTRS INC

3.52%

Shares4.4K

Event2026-03-31

Filed2026-05-01

ROYAL BK CDA

41.68%

Shares5.0K

Event2026-03-31

Filed2026-05-01

GEV

GE VERNOVA INC

13.78%

Shares908

Event2026-03-31

Filed2026-05-01

MSCI

MSCI INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-01

ADP

AUTOMATIC DATA PROCESSING IN

0.37%

Shares3.8K

Event2026-03-31

Filed2026-05-01

NVS

NOVARTIS AG

6.49%

Shares5.0K

Event2026-03-31

Filed2026-05-01

USB

US BANCORP DEL

0.08%

Shares14.2K

Event2026-03-31

Filed2026-05-01

INVESCO QQQ TR

-2.88%

Shares1.3K

Event2026-03-31

Filed2026-05-01

IWD

ISHARES TR

-2.05%

Shares3.4K

Event2026-03-31

Filed2026-05-01

CMG

CHIPOTLE MEXICAN GRILL INC

1.16%

Shares22.5K

Event2026-03-31

Filed2026-05-01

ITW

ILLINOIS TOOL WKS INC

-1.79%

Shares2.7K

Event2026-03-31

Filed2026-05-01

VUG

VANGUARD INDEX FDS

-28.60%

Shares1.6K

Event2026-03-31

Filed2026-05-01

WFC

WELLS FARGO CO NEW

New

Shares8.7K

Event2026-03-31

Filed2026-05-01

SUSA

ISHARES TR

-10.72%

Shares5.2K

Event2026-03-31

Filed2026-05-01

VERIZON COMMUNICATIONS INC

7.16%

Shares13.6K

Event2026-03-31

Filed2026-05-01

HYXF

ISHARES TR

46.48%

Shares14.7K

Event2026-03-31

Filed2026-05-01

ALL

ALLSTATE CORP

-1.53%

Shares3.3K

Event2026-03-31

Filed2026-05-01

SBUX

STARBUCKS CORP

0.24%

Shares7.5K

Event2026-03-31

Filed2026-05-01

FIW

FIRST TR EXCHANGE-TRADED FD

28.32%

Shares6.5K

Event2026-03-31

Filed2026-05-01

TTEK

TETRA TECH INC NEW

New

Shares21.6K

Event2026-03-31

Filed2026-05-01

ICLN

ISHARES TR

-8.14%

Shares35.1K

Event2026-03-31

Filed2026-05-01

LOW

LOWES COS INC

-1.56%

Shares2.7K

Event2026-03-31

Filed2026-05-01

INTU

INTUIT

7.70%

Shares1.5K

Event2026-03-31

Filed2026-05-01

FGDL

FRANKLIN TEMPLETON HOLDINGS

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-01

URI

UNITED RENTALS INC

0.83%

Shares852

Event2026-03-31

Filed2026-05-01

ADI

ANALOG DEVICES INC

7.67%

Shares1.9K

Event2026-03-31

Filed2026-05-01

HSBC

HSBC HLDGS PLC

-1.11%

Shares7.3K

Event2026-03-31

Filed2026-05-01

UNH

UNITEDHEALTH GROUP INC

-4.78%

Shares2.2K

Event2026-03-31

Filed2026-05-01

MNST

MONSTER BEVERAGE CORP NEW

3.27%

Shares8.2K

Event2026-03-31

Filed2026-05-01

AMD

ADVANCED MICRO DEVICES INC

1.94%

Shares2.9K

Event2026-03-31

Filed2026-05-01

TORONTO DOMINION BK ONT

23.12%

Shares6.2K

Event2026-03-31

Filed2026-05-01

DHR

DANAHER CORPORATION

4.65%

Shares3.1K

Event2026-03-31

Filed2026-05-01

WMT

WALMART INC

-5.31%

Shares4.7K

Event2026-03-31

Filed2026-05-01

GLW

CORNING INC

-5.76%

Shares4.2K

Event2026-03-31

Filed2026-05-01

CME

CME GROUP INC

5.69%

Shares1.9K

Event2026-03-31

Filed2026-05-01

FLOT

ISHARES TR

7.28%

Shares11.3K

Event2026-03-31

Filed2026-05-01

VRTX

VERTEX PHARMACEUTICALS INC

7.84%

Shares1.3K

Event2026-03-31

Filed2026-05-01

INTC

INTEL CORP

-8.80%

Shares12.8K

Event2026-03-31

Filed2026-05-01

BKNG

BOOKING HOLDINGS INC

16.67%

Shares133

Event2026-03-31

Filed2026-05-01

CINF

CINCINNATI FINL CORP

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-01

ACCENTURE PLC IRELAND

-53.64%

Shares2.8K

Event2026-03-31

Filed2026-05-01

VGIT

VANGUARD SCOTTSDALE FDS

41.71%

Shares9.2K

Event2026-03-31

Filed2026-05-01

TBLU

TORTOISE CAPITAL SERIES TRUS

-22.89%

Shares10.8K

Event2026-03-31

Filed2026-05-01

BABA

ALIBABA GROUP HLDG LTD

-0.33%

Shares4.3K

Event2026-03-31

Filed2026-05-01

CNI

CANADIAN NATL RY CO

-1.53%

Shares5.2K

Event2026-03-31

Filed2026-05-01

TMO

THERMO FISHER SCIENTIFIC INC

-0.28%

Shares1.1K

Event2026-03-31

Filed2026-05-01

GPN

GLOBAL PMTS INC

-7.75%

Shares7.9K

Event2026-03-31

Filed2026-05-01

GE AEROSPACE

12.29%

Shares1.8K

Event2026-03-31

Filed2026-05-01

WAT

WATERS CORP

9.14%

Shares1.8K

Event2026-03-31

Filed2026-05-01

THE CIGNA GROUP

-1.27%

Shares1.9K

Event2026-03-31

Filed2026-05-01

CVSB

MORGAN STANLEY ETF TRUST

-0.88%

Shares10.1K

Event2026-03-31

Filed2026-05-01

SPGI

S&P GLOBAL INC

0.17%

Shares1.2K

Event2026-03-31

Filed2026-05-01

AT&T INC

10.52%

Shares17.4K

Event2026-03-31

Filed2026-05-01

TMUS

T-MOBILE US INC

23.33%

Shares2.4K

Event2026-03-31

Filed2026-05-01

MEDTRONIC PLC

18.55%

Shares5.8K

Event2026-03-31

Filed2026-05-01

ORCL

ORACLE CORP

-3.74%

Shares3.4K

Event2026-03-31

Filed2026-05-01

COLGATE PALMOLIVE CO

12.74%

Shares5.7K

Event2026-03-31

Filed2026-05-01

CMCSA

COMCAST CORP NEW

0.92%

Shares16.8K

Event2026-03-31

Filed2026-05-01

BMY

BRISTOL-MYERS SQUIBB CO

18.30%

Shares7.9K

Event2026-03-31

Filed2026-05-01

SFM

SPROUTS FMRS MKT INC

56.48%

Shares6.1K

Event2026-03-31

Filed2026-05-01

CRM

SALESFORCE INC

5.91%

Shares2.5K

Event2026-03-31

Filed2026-05-01

VTI

VANGUARD INDEX FDS

-11.22%

Shares1.4K

Event2026-03-31

Filed2026-05-01

NUSC

NUSHARES ETF TR

4.37%

Shares10.1K

Event2026-03-31

Filed2026-05-01

MDLZ

MONDELEZ INTL INC

19.46%

Shares7.8K

Event2026-03-31

Filed2026-05-01

GLOBE LIFE INC

-7.30%

Shares3.2K

Event2026-03-31

Filed2026-05-01

EDWARDS LIFESCIENCES CORP

11.97%

Shares5.5K

Event2026-03-31

Filed2026-05-01

OEF

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-01

KLAC

KLA CORP

-0.66%

Shares299

Event2026-03-31

Filed2026-05-01

DXCM

DEXCOM INC

New

Shares7.0K

Event2026-03-31

Filed2026-05-01

MCD

MCDONALDS CORP

-2.71%

Shares1.4K

Event2026-03-31

Filed2026-05-01

PGR

PROGRESSIVE CORP

4.09%

Shares2.2K

Event2026-03-31

Filed2026-05-01

CDEI

MORGAN STANLEY ETF TRUST

-1.02%

Shares5.4K

Event2026-03-31

Filed2026-05-01

SPOT

SPOTIFY TECHNOLOGY S A

-4.52%

Shares867

Event2026-03-31

Filed2026-05-01

IRM

IRON MTN INC DEL

1.38%

Shares4.1K

Event2026-03-31

Filed2026-05-01

GSK PLC

-1.20%

Shares7.5K

Event2026-03-31

Filed2026-05-01

NDSN

NORDSON CORP

0.66%

Shares1.5K

Event2026-03-31

Filed2026-05-01

SEAGATE TECHNOLOGY HLDNGS PL

10.09%

Shares1.0K

Event2026-03-31

Filed2026-05-01

NUDV

NUSHARES ETF TR

-0.75%

Shares14.3K

Event2026-03-31

Filed2026-05-01

APD

AIR PRODS & CHEMS INC

-0.44%

Shares1.4K

Event2026-03-31

Filed2026-05-01

RELX

RELX PLC

-3.65%

Shares11.9K

Event2026-03-31

Filed2026-05-01

TRP

TC ENERGY CORP

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-01

NUEM

NUSHARES ETF TR

-0.71%

Shares10.6K

Event2026-03-31

Filed2026-05-01

ERTH

INVESCO EXCHANGE TRADED FD T

-1.95%

Shares8.2K

Event2026-03-31

Filed2026-05-01

JCI

JOHNSON CTLS INTL PLC

-0.71%

Shares2.9K

Event2026-03-31

Filed2026-05-01

MCK

MCKESSON CORP

0.00%

Shares441

Event2026-03-31

Filed2026-05-01

MGK

VANGUARD WORLD FD

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-01

QCLN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-01

EQIX

EQUINIX INC

-1.81%

Shares380

Event2026-03-31

Filed2026-05-01

IWM

ISHARES TR

-12.27%

Shares1.5K

Event2026-03-31

Filed2026-05-01

ADBE

ADOBE INC

-13.45%

Shares1.5K

Event2026-03-31

Filed2026-05-01

SAN

BANCO SANTANDER SA

-1.21%

Shares32.4K

Event2026-03-31

Filed2026-05-01

ING

ING GROEP N.V.

-0.48%

Shares14.0K

Event2026-03-31

Filed2026-05-01

ZTS

ZOETIS INC

12.06%

Shares3.1K

Event2026-03-31

Filed2026-05-01

EMNT

PIMCO ETF TR

-3.01%

Shares3.6K

Event2026-03-31

Filed2026-05-01

CHD

CHURCH & DWIGHT CO INC

-0.73%

Shares3.8K

Event2026-03-31

Filed2026-05-01

STERIS PLC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-01

COF

CAPITAL ONE FINL CORP

3.97%

Shares1.9K

Event2026-03-31

Filed2026-05-01

NUBD

NUSHARES ETF TR

-3.82%

Shares15.3K

Event2026-03-31

Filed2026-05-01

GRID

FIRST TR EXCHANGE TRADED FD

2.38%

Shares2.1K

Event2026-03-31

Filed2026-05-01

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-01

NXPI

NXP SEMICONDUCTORS N V

-7.75%

Shares1.7K

Event2026-03-31

Filed2026-05-01

PWR

QUANTA SVCS INC

-0.66%

Shares605

Event2026-03-31

Filed2026-05-01

ROST

ROSS STORES INC

18.99%

Shares1.5K

Event2026-03-31

Filed2026-05-01

PRCS

PARNASSUS INCOME FDS

7.57%

Shares13.0K

Event2026-03-31

Filed2026-05-01

WELL

WELLTOWER INC

-1.28%

Shares1.6K

Event2026-03-31

Filed2026-05-01

RYN

RAYONIER INC

New

Shares15.5K

Event2026-03-31

Filed2026-05-01