Sponsored

The Analysis of Northwest Bancshares, Inc.'s Holdings & P&L

Currently, Northwest Bancshares, Inc. holds 168 types of securities in its portfolio with a total value $502.4M. In the most recent quarter, they have increased their positions in LNG (+9.7K shares, valued at $2.8M), IWM (+10.4K shares, valued at $2.6M), ZTS (+18.4K shares, valued at $2.2M); decreased their positions in AGG (-96.8K shares, valued at $9.6M), VCIT (-43.0K shares, valued at $3.6M), FNDX (-119.2K shares, valued at $3.3M); initiated new positions in LNG (+9.7K shares, valued at $2.8M), ZTS (+18.4K shares, valued at $2.2M), CLX (+9.8K shares, valued at $1.0M).

1M P&L

-5.2M-0.99%

3M P&L

+11.9M+2.36%

HY P&L

+21.7M+4.39%

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/A208.1M

45.0%

2Oil & Gas Integrated16.5M

3.6%

3Software - Infrastructure15.8M

3.4%

Top Industries by Stock Count

1N/A44 stocks

29.1%

2Drug Manufacturers - General7 stocks

4.6%

3Semiconductors7 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FNDX SCHWAB STRATEGIC TR4.0M shares-2.91%2026-03-312026-05-12

VCSH VANGUARD SCOTTSDALE FDS198.7K shares-13.86%2026-03-312026-05-12

VCIT VANGUARD SCOTTSDALE FDS181.9K shares-19.12%2026-03-312026-05-12

IVV ISHARES TR22.9K shares5.22%2026-03-312026-05-12

AAPL APPLE INC53.4K shares-3.08%2026-03-312026-05-12

MSFT MICROSOFT CORP29.5K shares2.16%2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP47.8K shares-10.91%2026-03-312026-05-12

XOM EXXON MOBIL CORP57.2K shares-2.81%2026-03-312026-05-12

Sponsored

WMT WALMART INC69.2K shares-8.56%2026-03-312026-05-12

AMAT APPLIED MATLS INC25.0K shares-9.88%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO25.0K shares-0.64%2026-03-312026-05-12

CSCO CISCO SYS INC89.9K shares-3.12%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MANUFAC20.6K shares-6.80%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP11.3K shares-4.82%2026-03-312026-05-12

ALPHABET INC ALPHABET INC23.8K shares-4.57%2026-03-312026-05-12

CVX CHEVRON CORPORATION32.6K shares-3.21%2026-03-312026-05-12

Sponsored

MERCK & CO INC MERCK & CO INC55.6K shares-4.88%2026-03-312026-05-12

VLO VALERO ENERGY CORP26.4K shares-3.71%2026-03-312026-05-12

KO COCA COLA CO83.5K shares-1.21%2026-03-312026-05-12

CMI CUMMINS INC11.8K shares-5.77%2026-03-312026-05-12

IWM ISHARES TR25.2K shares70.16%2026-03-312026-05-12

BMO BANK MONTREAL MEDIUM41.7K shares-2.63%2026-03-312026-05-12

HAL HALLIBURTON CO136.5K shares-3.44%2026-03-312026-05-12

CB CHUBB LTD SWITZ16.1K shares0.76%2026-03-312026-05-12

Sponsored

ALL ALLSTATE CORP25.3K shares-8.53%2026-03-312026-05-12

RIO RIO TINTO PLC56.0K shares-7.65%2026-03-312026-05-12

INCY INCYTE CORP54.3K shares-2.06%2026-03-312026-05-12

VRTX VERTEX PHARMACEUTICALS INC10.4K shares-2.05%2026-03-312026-05-12

CHKP CHECK POINT SOFTWARE TECH LT32.5K shares4.73%2026-03-312026-05-12

MS MORGAN STANLEY27.8K shares-1.89%2026-03-312026-05-12

RAFE PIMCO EQUITY SER108.4K shares-1.44%2026-03-312026-05-12

ALPHABET INC ALPHABET INC15.7K shares-2.18%2026-03-312026-05-12

Sponsored

PEP PEPSICO INC28.8K shares2.73%2026-03-312026-05-12

HD HOME DEPOT INC13.1K shares-17.49%2026-03-312026-05-12

PSA PUBLIC STORAGE OPER CO15.4K shares1.59%2026-03-312026-05-12

AZO AUTOZONE INC1.2K shares3.08%2026-03-312026-05-12

SNY SANOFI SA81.3K shares4.27%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T6.0K shares-2.48%2026-03-312026-05-12

CROX CROCS INC45.4K shares0.30%2026-03-312026-05-12

NVDA NVIDIA CORPORATION21.1K shares0.26%2026-03-312026-05-12

Sponsored

IBKR INTERACTIVE BROKERS GROUP IN54.7K shares1.44%2026-03-312026-05-12

TM TOYOTA MOTOR CORP17.7K shares-2.52%2026-03-312026-05-12

PG PROCTER & GAMBLE CO22.7K shares-43.07%2026-03-312026-05-12

PYPL PAYPAL HLDGS INC69.2K shares23.96%2026-03-312026-05-12

NWBI NORTHWEST BANCSHARES INC239.7K shares0.79%2026-03-312026-05-12

CATH GLOBAL X FDS38.0K shares0.00%2026-03-312026-05-12

ADBE ADOBE INC12.1K shares16.96%2026-03-312026-05-12

ITOT ISHARES TR20.5K shares7.88%2026-03-312026-05-12

Sponsored

LNG CHENIERE ENERGY INC9.7K sharesnew addition2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T56.9K shares-0.83%2026-03-312026-05-12

IVW ISHARES TR23.1K shares-4.69%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.3K shares0.00%2026-03-312026-05-12

LULU LULULEMON ATHLETICA INC15.4K shares96.25%2026-03-312026-05-12

LLY ELI LILLY & CO2.6K shares-2.48%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON9.5K shares-0.64%2026-03-312026-05-12

MU MICRON TECHNOLOGY INC6.5K shares-18.23%2026-03-312026-05-12

Sponsored

ZTS ZOETIS INC18.4K sharesnew addition2026-03-312026-05-12

UPS UNITED PARCEL SVCS INC21.6K shares-46.69%2026-03-312026-05-12

BSJQ INVESCO EXCH TRD SLF IDX FD87.4K shares-3.80%2026-03-312026-05-12

LOW LOWES COS INC7.9K shares-0.19%2026-03-312026-05-12

IEFA ISHARES TR20.1K shares-2.86%2026-03-312026-05-12

V VISA INC5.9K shares-0.74%2026-03-312026-05-12

MDY STATE STR SPDR S&P MIDCAP 402.9K shares-1.58%2026-03-312026-05-12

SCHX SCHWAB STRATEGIC TR64.1K shares0.00%2026-03-312026-05-12

Sponsored

VUG VANGUARD INDEX FDS3.5K shares-2.50%2026-03-312026-05-12

KLAC KLA CORP1.0K shares-4.51%2026-03-312026-05-12

IBDR ISHARES TR59.2K shares-2.86%2026-03-312026-05-12

SPSM SPDR SERIES TRUST29.3K shares-0.02%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS5.8K shares-0.74%2026-03-312026-05-12

BROADCOM INC BROADCOM INC4.3K shares-2.95%2026-03-312026-05-12

WM WASTE MGMT INC DEL5.4K shares-3.63%2026-03-312026-05-12

EMR EMERSON ELEC CO9.4K shares-1.97%2026-03-312026-05-12

Sponsored

AMZN AMAZON COM INC5.8K shares-1.66%2026-03-312026-05-12

VIG VANGUARD SPECIALIZED FUNDS5.5K shares0.00%2026-03-312026-05-12

ABBV ABBVIE INC5.4K shares-0.55%2026-03-312026-05-12

PFF ISHARES TR38.0K shares-4.24%2026-03-312026-05-12

IEMG ISHARES INC16.3K shares0.60%2026-03-312026-05-12

AGG ISHARES TR11.2K shares-89.60%2026-03-312026-05-12

BHP BHP BILLITON LIMITED14.7K shares-1.58%2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC3.0K shares0.34%2026-03-312026-05-12

Sponsored

BAH BOOZ ALLEN HAMILTON HLDG COR13.2K shares-56.86%2026-03-312026-05-12

AUB ATLANTIC UN BANKSHARES CORP28.5K shares0.00%2026-03-312026-05-12

CLX CLOROX CO DEL9.8K sharesnew addition2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS15.6K shares-0.70%2026-03-312026-05-12

HDV ISHARES TR7.2K shares-0.21%2026-03-312026-05-12

BSJR INVESCO EXCH TRD SLF IDX FD42.0K shares-0.74%2026-03-312026-05-12

VTV VANGUARD INDEX FDS4.8K shares0.00%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC5.5K shares-4.38%2026-03-312026-05-12

Sponsored

HCA HCA HEALTHCARE INC1.8K shares-0.87%2026-03-312026-05-12

CAT CATERPILLAR INC1.2K shares-2.48%2026-03-312026-05-12

GVI ISHARES TR7.8K shares0.00%2026-03-312026-05-12

PNC PNC FINL SVCS GROUP INC3.9K shares-0.76%2026-03-312026-05-12

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.1K shares-0.41%2026-03-312026-05-12

VTI VANGUARD INDEX FDS2.5K shares6.44%2026-03-312026-05-12

HON HONEYWELL INTL INC3.4K shares0.00%2026-03-312026-05-12

IBDS ISHARES TR31.6K shares-0.66%2026-03-312026-05-12

Sponsored

BNY MELLON ETF TRUST II BNY MELLON ETF TRUST II30.8K sharesnew addition2026-03-312026-05-12

PFE PFIZER INC25.4K shares0.00%2026-03-312026-05-12

GS GOLDMAN SACHS GROUP INC829 shares-0.72%2026-03-312026-05-12

AEP AMERICAN ELEC PWR CO INC4.8K shares0.00%2026-03-312026-05-12

TSLA TESLA INC1.7K shares-52.84%2026-03-312026-05-12

VBK VANGUARD INDEX FDS2.0K shares-7.90%2026-03-312026-05-12

XLE SELECT SECTOR SPDR TR9.9K shares-4.25%2026-03-312026-05-12

PH PARKER-HANNIFIN CORP675 shares0.00%2026-03-312026-05-12

Sponsored

ABT ABBOTT LABORATORIES5.9K shares-3.29%2026-03-312026-05-12

MPC MARATHON PETE CORP2.4K shares0.00%2026-03-312026-05-12

MCD MCDONALDS CORP1.9K shares0.00%2026-03-312026-05-12

PPL PPL CORP15.0K shares0.00%2026-03-312026-05-12

ERIE ERIE INDTY CO2.3K shares0.00%2026-03-312026-05-12

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.4K shares0.00%2026-03-312026-05-12

BK BANK NEW YORK MELLON CORP4.8K shares0.00%2026-03-312026-05-12

COP CONOCOPHILLIPS4.3K shares0.00%2026-03-312026-05-12

Sponsored

TXN TEXAS INSTRS INC2.9K shares0.00%2026-03-312026-05-12

ADI ANALOG DEVICES INC1.7K shares0.00%2026-03-312026-05-12

IJR ISHARES TR4.3K shares138.81%2026-03-312026-05-12

META META PLATFORMS INC927 shares0.00%2026-03-312026-05-12

NOC NORTHROP GRUMMAN CORP774 shares20.19%2026-03-312026-05-12

DHR DANAHER CORP DEL2.6K shares-1.36%2026-03-312026-05-12

MET METLIFE INC6.9K shares-1.10%2026-03-312026-05-12

AFL AFLAC INC4.4K shares0.00%2026-03-312026-05-12

Sponsored

EFV ISHARES TR6.3K shares0.00%2026-03-312026-05-12

PGR PROGRESSIVE CORP2.3K shares0.00%2026-03-312026-05-12

DFVX DIMENSIONAL ETF TRUST5.9K shares0.00%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO1.4K shares2.13%2026-03-312026-05-12

LINDE PLC LINDE PLC847 shares-10.65%2026-03-312026-05-12

VOE VANGUARD INDEX FDS2.3K shares-1.48%2026-03-312026-05-12

IWF ISHARES TR955 shares0.00%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC2.0K shares2.57%2026-03-312026-05-12

Sponsored

COST COSTCO WHOLESALE CORPORATION400 shares0.00%2026-03-312026-05-12

FLOT ISHARES TR7.6K shares0.00%2026-03-312026-05-12

VNQ VANGUARD INDEX FDS4.3K shares-8.20%2026-03-312026-05-12

MDLZ MONDELEZ INTL INC6.5K shares0.00%2026-03-312026-05-12

DVY ISHARES TR2.4K shares0.30%2026-03-312026-05-12

NDSN NORDSON CORP1.3K shares0.00%2026-03-312026-05-12

BMY BRISTOL-MYERS SQUIBB CO5.7K shares-0.44%2026-03-312026-05-12

CITIGROUP INC CITIGROUP INC3.0K shares-4.96%2026-03-312026-05-12

Sponsored

CSX CSX CORP8.2K shares0.00%2026-03-312026-05-12

WST WEST PHARMACEUTICAL SVSC INC1.2K shares-6.47%2026-03-312026-05-12

QCOM QUALCOMM INC2.4K shares0.00%2026-03-312026-05-12

D DOMINION ENERGY INC5.0K shares0.00%2026-03-312026-05-12

SPGI S&P GLOBAL INC710 shares0.00%2026-03-312026-05-12

AMP AMERIPRISE FINL INC667 shares0.00%2026-03-312026-05-12

SPYD SPDR SERIES TRUST6.4K shares0.00%2026-03-312026-05-12

GILD GILEAD SCIENCES INC1.9K shares0.00%2026-03-312026-05-12

Sponsored

SO SOUTHERN CO2.8K shares0.00%2026-03-312026-05-12

OTIS OTIS WORLDWIDE CORP3.3K shares-2.54%2026-03-312026-05-12

HIG HARTFORD INSURANCE GROUP INC1.9K shares0.00%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE895 shares-17.21%2026-03-312026-05-12

NEE NEXTERA ENERGY INC2.7K shares-4.32%2026-03-312026-05-12

EXC EXELON CORP5.1K shares0.00%2026-03-312026-05-12

IJH ISHARES TR3.7K shares-5.84%2026-03-312026-05-12

PRU PRUDENTIAL FINL INC2.5K shares4.11%2026-03-312026-05-12

Sponsored

COF CAPITAL ONE FINL CORP1.3K shares0.00%2026-03-312026-05-12

CARR CARRIER GLOBAL CORPORATION4.3K shares0.00%2026-03-312026-05-12

ORCL ORACLE CORP1.7K shares-3.49%2026-03-312026-05-12

EFA ISHARES TR2.5K shares9.00%2026-03-312026-05-12

LQD ISHARES TR2.2K shares0.00%2026-03-312026-05-12

DIS DISNEY WALT CO2.4K shares-5.31%2026-03-312026-05-12

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.2K shares0.00%2026-03-312026-05-12

NOK NOKIA CORP28.5K shares-5.59%2026-03-312026-05-12

Sponsored

WFC WELLS FARGO & CO2.9K shares0.00%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.2K shares0.00%2026-03-312026-05-12

KKR & CO INC KKR & CO INC2.4K shares0.00%2026-03-312026-05-12

SCHE SCHWAB STRATEGIC TR6.8K shares0.00%2026-03-312026-05-12

NUE NUCOR CORP1.3K shares0.00%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR1.6K shares0.00%2026-03-312026-05-12

ROK ROCKWELL AUTOMATION INC573 shares0.00%2026-03-312026-05-12

SCHW SCHWAB CHARLES CORP2.1K shares0.00%2026-03-312026-05-12

Sponsored

FNDX

SCHWAB STRATEGIC TR

-2.91%

Shares4.0M

Event2026-03-31

Filed2026-05-12

VCSH

VANGUARD SCOTTSDALE FDS

-13.86%

Shares198.7K

Event2026-03-31

Filed2026-05-12

VCIT

VANGUARD SCOTTSDALE FDS

-19.12%

Shares181.9K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

5.22%

Shares22.9K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-3.08%

Shares53.4K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

2.16%

Shares29.5K

Event2026-03-31

Filed2026-05-12

LAM RESEARCH CORP

-10.91%

Shares47.8K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

-2.81%

Shares57.2K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

-8.56%

Shares69.2K

Event2026-03-31

Filed2026-05-12

AMAT

APPLIED MATLS INC

-9.88%

Shares25.0K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

-0.64%

Shares25.0K

Event2026-03-31

Filed2026-05-12

CSCO

CISCO SYS INC

-3.12%

Shares89.9K

Event2026-03-31

Filed2026-05-12

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-6.80%

Shares20.6K

Event2026-03-31

Filed2026-05-12

LMT

LOCKHEED MARTIN CORP

-4.82%

Shares11.3K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-4.57%

Shares23.8K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

-3.21%

Shares32.6K

Event2026-03-31

Filed2026-05-12

MERCK & CO INC

-4.88%

Shares55.6K

Event2026-03-31

Filed2026-05-12

VLO

VALERO ENERGY CORP

-3.71%

Shares26.4K

Event2026-03-31

Filed2026-05-12

COCA COLA CO

-1.21%

Shares83.5K

Event2026-03-31

Filed2026-05-12

CMI

CUMMINS INC

-5.77%

Shares11.8K

Event2026-03-31

Filed2026-05-12

IWM

ISHARES TR

70.16%

Shares25.2K

Event2026-03-31

Filed2026-05-12

BMO

BANK MONTREAL MEDIUM

-2.63%

Shares41.7K

Event2026-03-31

Filed2026-05-12

HAL

HALLIBURTON CO

-3.44%

Shares136.5K

Event2026-03-31

Filed2026-05-12

CHUBB LTD SWITZ

0.76%

Shares16.1K

Event2026-03-31

Filed2026-05-12

ALL

ALLSTATE CORP

-8.53%

Shares25.3K

Event2026-03-31

Filed2026-05-12

RIO

RIO TINTO PLC

-7.65%

Shares56.0K

Event2026-03-31

Filed2026-05-12

INCY

INCYTE CORP

-2.06%

Shares54.3K

Event2026-03-31

Filed2026-05-12

VRTX

VERTEX PHARMACEUTICALS INC

-2.05%

Shares10.4K

Event2026-03-31

Filed2026-05-12

CHKP

CHECK POINT SOFTWARE TECH LT

4.73%

Shares32.5K

Event2026-03-31

Filed2026-05-12

MORGAN STANLEY

-1.89%

Shares27.8K

Event2026-03-31

Filed2026-05-12

RAFE

PIMCO EQUITY SER

-1.44%

Shares108.4K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-2.18%

Shares15.7K

Event2026-03-31

Filed2026-05-12

PEP

PEPSICO INC

2.73%

Shares28.8K

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

-17.49%

Shares13.1K

Event2026-03-31

Filed2026-05-12

PSA

PUBLIC STORAGE OPER CO

1.59%

Shares15.4K

Event2026-03-31

Filed2026-05-12

AZO

AUTOZONE INC

3.08%

Shares1.2K

Event2026-03-31

Filed2026-05-12

SNY

SANOFI SA

4.27%

Shares81.3K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

-2.48%

Shares6.0K

Event2026-03-31

Filed2026-05-12

CROX

CROCS INC

0.30%

Shares45.4K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

0.26%

Shares21.1K

Event2026-03-31

Filed2026-05-12

IBKR

INTERACTIVE BROKERS GROUP IN

1.44%

Shares54.7K

Event2026-03-31

Filed2026-05-12

TOYOTA MOTOR CORP

-2.52%

Shares17.7K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

-43.07%

Shares22.7K

Event2026-03-31

Filed2026-05-12

PYPL

PAYPAL HLDGS INC

23.96%

Shares69.2K

Event2026-03-31

Filed2026-05-12

NWBI

NORTHWEST BANCSHARES INC

0.79%

Shares239.7K

Event2026-03-31

Filed2026-05-12

CATH

GLOBAL X FDS

0.00%

Shares38.0K

Event2026-03-31

Filed2026-05-12

ADBE

ADOBE INC

16.96%

Shares12.1K

Event2026-03-31

Filed2026-05-12

ITOT

ISHARES TR

7.88%

Shares20.5K

Event2026-03-31

Filed2026-05-12

LNG

CHENIERE ENERGY INC

New

Shares9.7K

Event2026-03-31

Filed2026-05-12

INVESCO EXCHANGE TRADED FD T

-0.83%

Shares56.9K

Event2026-03-31

Filed2026-05-12

IVW

ISHARES TR

-4.69%

Shares23.1K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-12

LULU

LULULEMON ATHLETICA INC

96.25%

Shares15.4K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

-2.48%

Shares2.6K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

-0.64%

Shares9.5K

Event2026-03-31

Filed2026-05-12

MICRON TECHNOLOGY INC

-18.23%

Shares6.5K

Event2026-03-31

Filed2026-05-12

ZTS

ZOETIS INC

New

Shares18.4K

Event2026-03-31

Filed2026-05-12

UPS

UNITED PARCEL SVCS INC

-46.69%

Shares21.6K

Event2026-03-31

Filed2026-05-12

BSJQ

INVESCO EXCH TRD SLF IDX FD

-3.80%

Shares87.4K

Event2026-03-31

Filed2026-05-12

LOW

LOWES COS INC

-0.19%

Shares7.9K

Event2026-03-31

Filed2026-05-12

IEFA

ISHARES TR

-2.86%

Shares20.1K

Event2026-03-31

Filed2026-05-12

VISA INC

-0.74%

Shares5.9K

Event2026-03-31

Filed2026-05-12

MDY

STATE STR SPDR S&P MIDCAP 40

-1.58%

Shares2.9K

Event2026-03-31

Filed2026-05-12

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares64.1K

Event2026-03-31

Filed2026-05-12

VUG

VANGUARD INDEX FDS

-2.50%

Shares3.5K

Event2026-03-31

Filed2026-05-12

KLAC

KLA CORP

-4.51%

Shares1.0K

Event2026-03-31

Filed2026-05-12

IBDR

ISHARES TR

-2.86%

Shares59.2K

Event2026-03-31

Filed2026-05-12

SPSM

SPDR SERIES TRUST

-0.02%

Shares29.3K

Event2026-03-31

Filed2026-05-12

IBM

INTERNATIONAL BUSINESS MACHS

-0.74%

Shares5.8K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

-2.95%

Shares4.3K

Event2026-03-31

Filed2026-05-12

WASTE MGMT INC DEL

-3.63%

Shares5.4K

Event2026-03-31

Filed2026-05-12

EMR

EMERSON ELEC CO

-1.97%

Shares9.4K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-1.66%

Shares5.8K

Event2026-03-31

Filed2026-05-12

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

-0.55%

Shares5.4K

Event2026-03-31

Filed2026-05-12

PFF

ISHARES TR

-4.24%

Shares38.0K

Event2026-03-31

Filed2026-05-12

IEMG

ISHARES INC

0.60%

Shares16.3K

Event2026-03-31

Filed2026-05-12

AGG

ISHARES TR

-89.60%

Shares11.2K

Event2026-03-31

Filed2026-05-12

BHP

BHP BILLITON LIMITED

-1.58%

Shares14.7K

Event2026-03-31

Filed2026-05-12

EATON CORP PLC

0.34%

Shares3.0K

Event2026-03-31

Filed2026-05-12

BAH

BOOZ ALLEN HAMILTON HLDG COR

-56.86%

Shares13.2K

Event2026-03-31

Filed2026-05-12

AUB

ATLANTIC UN BANKSHARES CORP

0.00%

Shares28.5K

Event2026-03-31

Filed2026-05-12

CLX

CLOROX CO DEL

New

Shares9.8K

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD TAX-MANAGED FDS

-0.70%

Shares15.6K

Event2026-03-31

Filed2026-05-12

HDV

ISHARES TR

-0.21%

Shares7.2K

Event2026-03-31

Filed2026-05-12

BSJR

INVESCO EXCH TRD SLF IDX FD

-0.74%

Shares42.0K

Event2026-03-31

Filed2026-05-12

VTV

VANGUARD INDEX FDS

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-12

PHILIP MORRIS INTL INC

-4.38%

Shares5.5K

Event2026-03-31

Filed2026-05-12

HCA

HCA HEALTHCARE INC

-0.87%

Shares1.8K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

-2.48%

Shares1.2K

Event2026-03-31

Filed2026-05-12

GVI

ISHARES TR

0.00%

Shares7.8K

Event2026-03-31

Filed2026-05-12

PNC

PNC FINL SVCS GROUP INC

-0.76%

Shares3.9K

Event2026-03-31

Filed2026-05-12

DUKE ENERGY CORP NEW

-0.41%

Shares6.1K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

6.44%

Shares2.5K

Event2026-03-31

Filed2026-05-12

HON

HONEYWELL INTL INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-12

IBDS

ISHARES TR

-0.66%

Shares31.6K

Event2026-03-31

Filed2026-05-12

BNY MELLON ETF TRUST II

New

Shares30.8K

Event2026-03-31

Filed2026-05-12

PFE

PFIZER INC

0.00%

Shares25.4K

Event2026-03-31

Filed2026-05-12

GOLDMAN SACHS GROUP INC

-0.72%

Shares829

Event2026-03-31

Filed2026-05-12

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC

-52.84%

Shares1.7K

Event2026-03-31

Filed2026-05-12

VBK

VANGUARD INDEX FDS

-7.90%

Shares2.0K

Event2026-03-31

Filed2026-05-12

XLE

SELECT SECTOR SPDR TR

-4.25%

Shares9.9K

Event2026-03-31

Filed2026-05-12

PARKER-HANNIFIN CORP

0.00%

Shares675

Event2026-03-31

Filed2026-05-12

ABT

ABBOTT LABORATORIES

-3.29%

Shares5.9K

Event2026-03-31

Filed2026-05-12

MPC

MARATHON PETE CORP

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-12

MCD

MCDONALDS CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-12

PPL

PPL CORP

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-12

ERIE

ERIE INDTY CO

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-12

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-12

BANK NEW YORK MELLON CORP

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-12

COP

CONOCOPHILLIPS

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-12

TXN

TEXAS INSTRS INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-12

ADI

ANALOG DEVICES INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR

138.81%

Shares4.3K

Event2026-03-31

Filed2026-05-12