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The Analysis of PARSONS CAPITAL MANAGEMENT INC/RI's Holdings & P&L

Currently, PARSONS CAPITAL MANAGEMENT INC/RI holds 488 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in AAPL (+163.1K shares, valued at $41.4M), JPM (+108.9K shares, valued at $32.0M), MSFT (+69.8K shares, valued at $25.8M); decreased their positions in TCAF (-102.4K shares, valued at $3.6M), N/A (-8.6K shares, valued at $2.7M), RRC (-27.0K shares, valued at $1.2M); initiated new positions in PEG (+30.9K shares, valued at $2.5M), IBB (+14.6K shares, valued at $2.5M), MO (+28.8K shares, valued at $1.9M).

1M P&L

+60.9M+3.10%

3M P&L

-6.6M-0.32%

HY P&L

+72.5M+3.71%

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/A455.1M

24.0%

2Consumer Electronics187.2M

9.9%

3Drug Manufacturers - General98.2M

5.2%

Top Industries by Stock Count

1N/A185 stocks

40.7%

2Software - Application13 stocks

2.9%

3Specialty Industrial Machinery13 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC737.6K shares28.40%2026-03-312026-04-15

MSFT MICROSOFT CORP199.8K shares53.74%2026-03-312026-04-15

MMM 3M CO506.2K shares0.45%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO247.6K shares78.56%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL142.0K shares9.51%2026-03-312026-04-15

AMZN AMAZON COM INC286.5K shares28.89%2026-03-312026-04-15

ALPHABET INC ALPHABET INC189.4K shares33.75%2026-03-312026-04-15

NVDA NVIDIA CORPORATION278.8K shares102.72%2026-03-312026-04-15

Sponsored

XOM EXXON MOBIL CORP267.6K shares2.61%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS68.0K shares31.03%2026-03-312026-04-15

NEE NEXTERA ENERGY INC341.1K shares304.16%2026-03-312026-04-15

LLY ELI LILLY & CO30.0K shares23.70%2026-03-312026-04-15

CAT CATERPILLAR INC37.7K shares-1.97%2026-03-312026-04-15

BRK.A BERKSHIRE HATHAWAY INC DEL36 shares0.00%2026-03-312026-04-15

ALPHABET INC ALPHABET INC88.5K shares73.12%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS102.2K shares2.73%2026-03-312026-04-15

Sponsored

ABBV ABBVIE INC110.0K shares28.05%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON97.7K shares2.07%2026-03-312026-04-15

RTX RTX CORPORATION122.7K shares148.44%2026-03-312026-04-15

CVX CHEVRON CORPORATION105.0K shares19.78%2026-03-312026-04-15

EMR EMERSON ELEC CO165.1K shares394.51%2026-03-312026-04-15

IVV ISHARES TR27.1K shares9.63%2026-03-312026-04-15

HD HOME DEPOT INC52.4K shares16.95%2026-03-312026-04-15

BROADCOM INC BROADCOM INC52.7K shares-14.02%2026-03-312026-04-15

Sponsored

ET ENERGY TRANSFER L P841.1K shares3.13%2026-03-312026-04-15

GLD SPDR GOLD TR36.8K shares-0.27%2026-03-312026-04-15

ORCL ORACLE CORP104.6K shares-3.26%2026-03-312026-04-15

CSCO CISCO SYS INC197.5K shares74.75%2026-03-312026-04-15

V VISA INC50.7K shares29.74%2026-03-312026-04-15

PG PROCTER & GAMBLE CO95.4K shares5.50%2026-03-312026-04-15

TMO THERMO FISHER SCIENTIFIC INC27.7K shares29.44%2026-03-312026-04-15

HON HONEYWELL INTL INC60.1K shares8.69%2026-03-312026-04-15

Sponsored

GDX VANECK ETF TRUST144.7K shares2.53%2026-03-312026-04-15

EPD ENTERPRISE PRODS PARTNERS L347.8K shares0.51%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS200.3K shares7.04%2026-03-312026-04-15

FLTR VANECK ETF TRUST501.1K shares6.78%2026-03-312026-04-15

FLOT ISHARES TR243.6K shares6.31%2026-03-312026-04-15

FLRN SPDR SERIES TRUST397.7K shares5.64%2026-03-312026-04-15

BLACKSTONE INC BLACKSTONE INC105.0K shares2.20%2026-03-312026-04-15

TJX TJX COS INC NEW74.4K shares38.18%2026-03-312026-04-15

Sponsored

NOC NORTHROP GRUMMAN CORP16.2K shares1237.23%2026-03-312026-04-15

BAC BANK AMERICA CORP221.7K shares77.44%2026-03-312026-04-15

VRIG INVESCO ACTIVELY MANAGED EXC429.4K shares8.28%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC87.1K shares4.20%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION9.9K shares0.91%2026-03-312026-04-15

WEC ENERGY GROUP INC WEC ENERGY GROUP INC81.0K shares720.70%2026-03-312026-04-15

BLACKROCK INC BLACKROCK INC9.7K shares14.50%2026-03-312026-04-15

KO COCA COLA CO122.3K shares414.62%2026-03-312026-04-15

Sponsored

META META PLATFORMS INC15.1K shares35.52%2026-03-312026-04-15

ABT ABBOTT LABORATORIES82.7K shares32.77%2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T44.0K shares24.71%2026-03-312026-04-15

CMI CUMMINS INC15.4K shares-1.12%2026-03-312026-04-15

EQX EQUINOX GOLD CORP570.2K shares6.82%2026-03-312026-04-15

SOLV SOLVENTUM CORP125.2K shares0.14%2026-03-312026-04-15

DGRO ISHARES TR116.4K shares17.08%2026-03-312026-04-15

TCAF T ROWE PRICE ETF INC227.1K shares-31.07%2026-03-312026-04-15

Sponsored

EATON CORP PLC EATON CORP PLC22.4K shares63.30%2026-03-312026-04-15

AMGN AMGEN INC22.6K shares5.68%2026-03-312026-04-15

VCSH VANGUARD SCOTTSDALE FDS99.1K shares10.62%2026-03-312026-04-15

DHR DANAHER CORP DEL40.9K shares58.07%2026-03-312026-04-15

PSLV SPROTT ASSET MANAGEMENT LP318.1K shares-0.78%2026-03-312026-04-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW57.8K shares586.11%2026-03-312026-04-15

EWBC EAST WEST BANCORP INC70.7K shares130.75%2026-03-312026-04-15

ACWX ISHARES TR108.3K shares139.66%2026-03-312026-04-15

Sponsored

XLE SELECT SECTOR SPDR TR120.4K shares1.83%2026-03-312026-04-15

VO VANGUARD INDEX FDS25.4K shares0.86%2026-03-312026-04-15

GS GOLDMAN SACHS GROUP INC8.5K shares14.04%2026-03-312026-04-15

PH PARKER-HANNIFIN CORP8.0K shares4.13%2026-03-312026-04-15

XLK SELECT SECTOR SPDR TR53.1K shares0.91%2026-03-312026-04-15

PEP PEPSICO INC45.1K shares12.43%2026-03-312026-04-15

PFE PFIZER INC243.1K shares78.41%2026-03-312026-04-15

PSX PHILLIPS 6637.3K shares43.72%2026-03-312026-04-15

Sponsored

WPM WHEATON PRECIOUS METALS CORP51.5K shares-0.03%2026-03-312026-04-15

ROP ROPER TECHNOLOGIES INC19.0K shares88.28%2026-03-312026-04-15

SPSB SPDR SERIES TRUST216.6K shares8.72%2026-03-312026-04-15

GGG GRACO INC75.8K shares-0.20%2026-03-312026-04-15

MA MASTERCARD INCORPORATED12.7K shares8.68%2026-03-312026-04-15

GDXJ VANECK ETF TRUST49.7K shares0.61%2026-03-312026-04-15

COP CONOCOPHILLIPS44.0K shares4.82%2026-03-312026-04-15

AEM AGNICO EAGLE MINES LTD28.5K shares-1.72%2026-03-312026-04-15

Sponsored

IUSG ISHARES TR37.3K shares5.10%2026-03-312026-04-15

AMT AMERICAN TOWER CORP32.0K shares-0.92%2026-03-312026-04-15

VWO VANGUARD INTL EQUITY INDEX F101.8K shares3.13%2026-03-312026-04-15

VYM VANGUARD WHITEHALL FDS36.3K shares4.73%2026-03-312026-04-15

WMT WALMART INC42.1K shares5.97%2026-03-312026-04-15

VEU VANGUARD INTL EQUITY INDEX F69.5K shares28.37%2026-03-312026-04-15

LOW LOWES COS INC21.7K shares28.03%2026-03-312026-04-15

MCD MCDONALDS CORP16.5K shares6.94%2026-03-312026-04-15

Sponsored

IGSB ISHARES TR96.5K shares15.65%2026-03-312026-04-15

PGR PROGRESSIVE CORP25.5K shares-0.85%2026-03-312026-04-15

QUS SPDR SERIES TRUST29.3K shares5.92%2026-03-312026-04-15

NFLX NETFLIX INC.51.7K shares159.89%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS23.1K shares7.84%2026-03-312026-04-15

LMT LOCKHEED MARTIN CORP8.2K shares16.21%2026-03-312026-04-15

SYY SYSCO CORP68.4K shares-0.25%2026-03-312026-04-15

UYLD ANGEL OAK FUNDS TRUST95.5K shares-1.56%2026-03-312026-04-15

Sponsored

BMY BRISTOL-MYERS SQUIBB CO80.3K shares9.30%2026-03-312026-04-15

TSM TAIWAN SEMICONDUCTOR MANUFAC14.2K shares1.71%2026-03-312026-04-15

GSEW GOLDMAN SACHS ETF TR56.5K shares51.52%2026-03-312026-04-15

AMD ADVANCED MICRO DEVICES INC23.3K shares24.01%2026-03-312026-04-15

SILJ AMPLIFY ETF TR155.6K shares0.78%2026-03-312026-04-15

IWB ISHARES TR12.9K shares4.82%2026-03-312026-04-15

CARR CARRIER GLOBAL CORPORATION81.5K shares29.36%2026-03-312026-04-15

TT TRANE TECHNOLOGIES PLC10.8K shares20.18%2026-03-312026-04-15

Sponsored

IJH ISHARES TR65.3K shares2.83%2026-03-312026-04-15

GSLC GOLDMAN SACHS ETF TR35.1K shares9.37%2026-03-312026-04-15

VRTX VERTEX PHARMACEUTICALS INC9.6K shares1.58%2026-03-312026-04-15

VUG VANGUARD INDEX FDS9.8K shares-1.43%2026-03-312026-04-15

DXJ WISDOMTREE TR26.8K shares3.78%2026-03-312026-04-15

FTNT FORTINET INC51.9K shares-13.39%2026-03-312026-04-15

MINT PIMCO ETF TR41.8K shares-5.37%2026-03-312026-04-15

RRC RANGE RES CORP92.8K shares-22.51%2026-03-312026-04-15

Sponsored

WTM WHITE MTNS INS GROUP LTD1.9K shares0.85%2026-03-312026-04-15

VCIT VANGUARD SCOTTSDALE FDS49.7K shares6.80%2026-03-312026-04-15

BKNG BOOKING HOLDINGS INC974 shares-0.71%2026-03-312026-04-15

CSX CSX CORP99.1K shares18.38%2026-03-312026-04-15

PM PHILIP MORRIS INTL INC24.6K shares515.06%2026-03-312026-04-15

TSLA TESLA INC10.9K shares10.80%2026-03-312026-04-15

VTV VANGUARD INDEX FDS20.6K shares7.69%2026-03-312026-04-15

AFL AFLAC INC36.6K shares-1.97%2026-03-312026-04-15

Sponsored

PNC PNC FINL SVCS GROUP INC19.3K shares249.42%2026-03-312026-04-15

SCCO SOUTHERN COPPER CORP23.2K shares-1.66%2026-03-312026-04-15

IJR ISHARES TR31.9K shares2.34%2026-03-312026-04-15

VRT VERTIV HOLDINGS CO15.8K shares-10.12%2026-03-312026-04-15

CCJ CAMECO CORP36.2K shares8.63%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T6.0K shares7.61%2026-03-312026-04-15

DE DEERE & CO6.7K shares7.79%2026-03-312026-04-15

XNTK SPDR SERIES TRUST14.7K shares0.00%2026-03-312026-04-15

Sponsored

DIS DISNEY WALT CO38.6K shares98.86%2026-03-312026-04-15

JEPI J P MORGAN EXCHANGE TRADED F65.6K shares-2.16%2026-03-312026-04-15

ADP AUTOMATIC DATA PROCESSING IN17.6K shares1.85%2026-03-312026-04-15

JHML JOHN HANCOCK EXCHANGE TRADED45.3K shares5.00%2026-03-312026-04-15

ECL ECOLAB INC12.9K shares0.26%2026-03-312026-04-15

VV VANGUARD INDEX FDS11.4K shares-0.53%2026-03-312026-04-15

IEFA ISHARES TR37.1K shares8.63%2026-03-312026-04-15

DELL DELL TECHNOLOGIES INC20.3K shares-0.86%2026-03-312026-04-15

Sponsored

MTD METTLER TOLEDO INTERNATIONAL2.6K shares2.62%2026-03-312026-04-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND16.1K shares-1.79%2026-03-312026-04-15

VNLA JANUS DETROIT STR TR65.4K shares2.57%2026-03-312026-04-15

VAW VANGUARD WORLD FD14.0K shares-1.04%2026-03-312026-04-15

MDLZ MONDELEZ INTL INC54.7K shares17.57%2026-03-312026-04-15

IYW ISHARES TR17.3K shares0.07%2026-03-312026-04-15

JMST J P MORGAN EXCHANGE TRADED F60.4K shares0.00%2026-03-312026-04-15

CITIGROUP INC CITIGROUP INC27.0K shares253.56%2026-03-312026-04-15

Sponsored

STZ CONSTELLATION BRANDS INC20.2K shares-0.26%2026-03-312026-04-15

GL GLOBE LIFE INC20.5K shares1.86%2026-03-312026-04-15

WM WASTE MGMT INC DEL12.4K shares8.11%2026-03-312026-04-15

BR BROADRIDGE FINL SOLUTIONS IN17.6K shares1.22%2026-03-312026-04-15

ENB ENBRIDGE INC52.7K shares298.15%2026-03-312026-04-15

IGIB ISHARES TR52.0K shares10.08%2026-03-312026-04-15

TRV TRAVELERS COMPANIES INC9.5K shares-2.07%2026-03-312026-04-15

SCHX SCHWAB STRATEGIC TR107.4K shares9.42%2026-03-312026-04-15

Sponsored

SYK STRYKER CORPORATION8.3K shares-3.94%2026-03-312026-04-15

OEF ISHARES TR8.6K shares-1.64%2026-03-312026-04-15

WSM WILLIAMS SONOMA INC15.0K shares-0.99%2026-03-312026-04-15

PANW PALO ALTO NETWORKS INC16.9K shares144.15%2026-03-312026-04-15

SHOP SHOPIFY INC22.7K shares1442.03%2026-03-312026-04-15

INTU INTUIT6.2K shares-2.86%2026-03-312026-04-15

CPNG COUPANG INC141.5K shares-3.97%2026-03-312026-04-15

VBR VANGUARD INDEX FDS12.2K shares29.10%2026-03-312026-04-15

Sponsored

VB VANGUARD INDEX FDS10.1K shares4.88%2026-03-312026-04-15

SPIB SPDR SERIES TRUST76.9K shares13.26%2026-03-312026-04-15

CSL CARLISLE COS INC7.7K shares0.09%2026-03-312026-04-15

UNP UNION PAC CORP10.3K shares0.74%2026-03-312026-04-15

PEG PUBLIC SVC ENTERPRISE GROUP30.9K sharesnew addition2026-03-312026-04-15

IBB ISHARES TR14.6K sharesnew addition2026-03-312026-04-15

AIG AMERICAN INTL GROUP INC32.7K shares107.37%2026-03-312026-04-15

SPHQ INVESCO EXCHANGE TRADED FD T32.7K shares16.06%2026-03-312026-04-15

Sponsored

RLMD RELMADA THERAPEUTICS INC352.5K shares34.03%2026-03-312026-04-15

GSY INVESCO ACTIVELY MANAGED EXC48.4K shares-1.26%2026-03-312026-04-15

EEM ISHARES TR42.1K shares185.53%2026-03-312026-04-15

MEDTRONIC PLC MEDTRONIC PLC27.4K shares1.41%2026-03-312026-04-15

TDY TELEDYNE TECHNOLOGIES INC3.9K shares0.00%2026-03-312026-04-15

ALLE ALLEGION PLC15.7K shares-4.27%2026-03-312026-04-15

DFUS DIMENSIONAL ETF TRUST31.9K shares20.58%2026-03-312026-04-15

TTC TORO CO24.0K shares0.00%2026-03-312026-04-15

Sponsored

UHS UNIVERSAL HLTH SVCS INC12.5K shares-0.38%2026-03-312026-04-15

CRM SALESFORCE INC12.0K shares-26.95%2026-03-312026-04-15

GE AEROSPACE GE AEROSPACE7.7K shares15.50%2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS INC42.6K shares19.64%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR3.7K shares3.20%2026-03-312026-04-15

ASML ASML HLDG NV1.6K shares0.00%2026-03-312026-04-15

JHMM JOHN HANCOCK EXCHANGE TRADED31.2K shares10.90%2026-03-312026-04-15

LNG CHENIERE ENERGY INC7.3K shares38.08%2026-03-312026-04-15

Sponsored

SLV ISHARES SILVER TR29.9K shares-1.04%2026-03-312026-04-15

MS MORGAN STANLEY12.3K shares3.52%2026-03-312026-04-15

SO SOUTHERN CO20.8K shares3.84%2026-03-312026-04-15

OMC OMNICOM GROUP INC26.6K shares-6.53%2026-03-312026-04-15

ETY EATON VANCE TAX-MANAGED DIVE145.0K shares-0.80%2026-03-312026-04-15

PULS PGIM ETF TR40.2K shares141.60%2026-03-312026-04-15

MPC MARATHON PETE CORP8.1K shares4.40%2026-03-312026-04-15

CMCSA COMCAST CORP NEW68.1K shares0.49%2026-03-312026-04-15

Sponsored

ALL ALLSTATE CORP9.4K shares7.75%2026-03-312026-04-15

EBAY EBAY INC.21.4K shares0.75%2026-03-312026-04-15

EFA ISHARES TR19.6K shares-4.25%2026-03-312026-04-15

MO ALTRIA GROUP INC28.8K sharesnew addition2026-03-312026-04-15

ITW ILLINOIS TOOL WKS INC7.2K shares2.10%2026-03-312026-04-15

SAIC SCIENCE APPLICATIONS INTL CO19.8K shares-5.54%2026-03-312026-04-15

TXN TEXAS INSTRS INC9.6K shares1.66%2026-03-312026-04-15

INTC INTEL CORP42.0K shares127.52%2026-03-312026-04-15

Sponsored

XLI SELECT SECTOR SPDR TR11.4K shares5.54%2026-03-312026-04-15

BK BANK NEW YORK MELLON CORP15.5K shares10.07%2026-03-312026-04-15

PHO INVESCO EXCHANGE TRADED FD T27.3K shares0.00%2026-03-312026-04-15

NVS NOVARTIS AG11.8K shares-14.29%2026-03-312026-04-15

USB US BANCORP34.5K shares-4.01%2026-03-312026-04-15

WAT WATERS CORP5.9K shares10.42%2026-03-312026-04-15

GEV GE VERNOVA INC2.0K shares12.27%2026-03-312026-04-15

IWR ISHARES TR17.8K shares2.39%2026-03-312026-04-15

Sponsored

SPYG SPDR SERIES TRUST17.6K shares22.45%2026-03-312026-04-15

SIL GLOBAL X FDS19.0K shares0.00%2026-03-312026-04-15

UNILEVER PLC UNILEVER PLC29.7K shares360.01%2026-03-312026-04-15

CB CHUBB LTD SWITZ5.2K shares13.59%2026-03-312026-04-15

BN BROOKFIELD CORP41.4K shares2.53%2026-03-312026-04-15

SPGI S&P GLOBAL INC3.9K shares-0.83%2026-03-312026-04-15

CLOA BLACKROCK ETF TRUST II32.1K shares-13.44%2026-03-312026-04-15

SLB SLB LIMITED32.3K shares0.00%2026-03-312026-04-15

Sponsored

AMAT APPLIED MATLS INC4.8K shares11.08%2026-03-312026-04-15

AXP AMERICAN EXPRESS CO5.4K shares464.72%2026-03-312026-04-15

CF CF INDUSTRIES HOLD12.5K shares0.82%2026-03-312026-04-15

WRB BERKLEY W R CORP24.3K shares0.16%2026-03-312026-04-15

VOE VANGUARD INDEX FDS8.7K shares7.49%2026-03-312026-04-15

XYL XYLEM INC13.3K shares-2.72%2026-03-312026-04-15

ITB ISHARES TR17.5K shares0.00%2026-03-312026-04-15

VGIT VANGUARD SCOTTSDALE FDS26.3K shares57.77%2026-03-312026-04-15

Sponsored

VNQ VANGUARD INDEX FDS17.5K shares6.68%2026-03-312026-04-15

QCOM QUALCOMM INC11.7K shares24.44%2026-03-312026-04-15

VHT VANGUARD WORLD FD5.5K shares2.91%2026-03-312026-04-15

DGX QUEST DIAGNOSTICS INC7.6K shares-4.87%2026-03-312026-04-15

IMCB ISHARES TR17.2K shares0.00%2026-03-312026-04-15

BILS SPDR SERIES TRUST14.2K shares-3.56%2026-03-312026-04-15

GIS GENERAL MILLS INC37.7K shares-3.71%2026-03-312026-04-15

CLPT CLEARPOINT NEURO INC149.2K shares1.35%2026-03-312026-04-15

Sponsored

IWM ISHARES TR5.5K shares15.56%2026-03-312026-04-15

AEP AMERICAN ELEC PWR CO INC10.3K shares7.54%2026-03-312026-04-15

FENY FIDELITY COVINGTON TRUST39.4K shares-2.23%2026-03-312026-04-15

CRWD CROWDSTRIKE HLDGS INC3.4K shares11.88%2026-03-312026-04-15

JPST J P MORGAN EXCHANGE TRADED F25.9K shares10.20%2026-03-312026-04-15

QUAL ISHARES TR6.7K shares-0.34%2026-03-312026-04-15

GLW CORNING INC9.4K shares2.34%2026-03-312026-04-15

VXUS VANGUARD STAR FDS16.5K shares178.53%2026-03-312026-04-15

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VOOG VANGUARD ADMIRAL FDS INC3.1K shares24.97%2026-03-312026-04-15

VTI VANGUARD INDEX FDS3.9K shares0.46%2026-03-312026-04-15

PYLD PIMCO ETF TR47.7K shares15.64%2026-03-312026-04-15

CL COLGATE PALMOLIVE CO14.7K shares5.57%2026-03-312026-04-15

VLO VALERO ENERGY CORP5.1K shares0.78%2026-03-312026-04-15

TGT TARGET CORP10.3K shares3.01%2026-03-312026-04-15

VONE VANGUARD SCOTTSDALE FDS4.2K shares5.87%2026-03-312026-04-15

HDV ISHARES TR9.1K shares0.00%2026-03-312026-04-15

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HEDJ WISDOMTREE TR23.3K shares1.97%2026-03-312026-04-15

ADM ARCHER DANIELS MIDLAND CO16.6K sharesnew addition2026-03-312026-04-15

SLVR SPROTT FDS TR19.5K shares5.30%2026-03-312026-04-15

KR KROGER CO15.9K shares0.93%2026-03-312026-04-15

NUE NUCOR CORP6.8K shares7.51%2026-03-312026-04-15

NKE NIKE INC21.7K shares36.51%2026-03-312026-04-15

XLB SELECT SECTOR SPDR TR22.9K shares0.00%2026-03-312026-04-15

CNI CANADIAN NATL RY CO11.0K shares3.08%2026-03-312026-04-15

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JAAA JANUS DETROIT STR TR22.5K shares-22.12%2026-03-312026-04-15

PAYX PAYCHEX INC12.3K shares-15.03%2026-03-312026-04-15

KBWB INVESCO EXCH TRADED FD TR II14.0K shares0.00%2026-03-312026-04-15

TSCO TRACTOR SUPPLY CO24.4K shares-9.05%2026-03-312026-04-15

MDY STATE STR SPDR S&P MIDCAP 401.8K shares0.00%2026-03-312026-04-15

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC14.2K shares10.63%2026-03-312026-04-15

IXUS ISHARES TR12.4K shares182.20%2026-03-312026-04-15

AVDE AMERICAN CENTY ETF TR12.6K shares15.98%2026-03-312026-04-15

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SHW SHERWIN WILLIAMS CO3.3K shares24.70%2026-03-312026-04-15

IQV IQVIA HLDGS INC6.2K shares-11.00%2026-03-312026-04-15

ISRG INTUITIVE SURGICAL INC2.3K shares6.28%2026-03-312026-04-15

VLTO VERALTO CORP11.8K shares121.61%2026-03-312026-04-15

DGRW WISDOMTREE TR11.4K shares14.35%2026-03-312026-04-15

FCX FREEPORT MCMORAN INC17.0K shares25.39%2026-03-312026-04-15

HP INC HP INC51.9K shares0.61%2026-03-312026-04-15

VDE VANGUARD WORLD FD5.7K shares0.00%2026-03-312026-04-15

Sponsored

IGV ISHARES TR12.3K shares-1.35%2026-03-312026-04-15

SCHA SCHWAB STRATEGIC TR33.7K shares-8.00%2026-03-312026-04-15

PLD PROLOGIS INC.7.4K shares-0.16%2026-03-312026-04-15

AVEM AMERICAN CENTY ETF TR11.9K shares15.43%2026-03-312026-04-15

IWF ISHARES TR2.3K shares13.97%2026-03-312026-04-15

LINDE PLC LINDE PLC1.9K shares-14.25%2026-03-312026-04-15

VGT VANGUARD WORLD FD1.3K shares-3.87%2026-03-312026-04-15

T AT&T INC31.4K shares0.72%2026-03-312026-04-15

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WTV WISDOMTREE TR9.5K shares16.00%2026-03-312026-04-15

BBT BEACON FINANCIAL CORP.29.9K shares7.01%2026-03-312026-04-15

LAM RESEARCH CORP LAM RESEARCH CORP4.2K shares-0.62%2026-03-312026-04-15

CENCORA INC CENCORA INC2.8K shares-0.36%2026-03-312026-04-15

FDX FEDEX CORP2.4K shares22.61%2026-03-312026-04-15

SMLF ISHARES TR11.5K shares15.39%2026-03-312026-04-15

NRXS NEURAXIS INC116.7K shares0.00%2026-03-312026-04-15

FLDR FIDELITY MERRIMACK STR TR17.2K shares189.12%2026-03-312026-04-15

Sponsored

APH AMPHENOL CORP6.8K shares16.14%2026-03-312026-04-15

UNH UNITEDHEALTH GROUP INC3.2K shares0.25%2026-03-312026-04-15

ITOT ISHARES TR6.0K shares213.81%2026-03-312026-04-15

MGC VANGUARD WORLD FD3.6K shares-13.25%2026-03-312026-04-15

MGK VANGUARD WORLD FD2.3K shares-12.04%2026-03-312026-04-15

BP BP PLC17.9K shares0.02%2026-03-312026-04-15

YUM YUM BRANDS INC5.4K shares-5.46%2026-03-312026-04-15

VTEB VANGUARD MUN BD FDS16.7K shares0.72%2026-03-312026-04-15

Sponsored

FMDE FIDELITY COVINGTON TRUST23.1K shares19.80%2026-03-312026-04-15

XLU SELECT SECTOR SPDR TR18.1K sharesnew addition2026-03-312026-04-15

AJG GALLAGHER ARTHUR J & CO3.8K shares-16.64%2026-03-312026-04-15

ACWI ISHARES TR5.9K shares1.28%2026-03-312026-04-15

GILD GILEAD SCIENCES INC5.8K shares-0.84%2026-03-312026-04-15

DFIV DIMENSIONAL ETF TRUST15.2K shares15.49%2026-03-312026-04-15

WFC WELLS FARGO & CO10.0K shares83.43%2026-03-312026-04-15

UBER UBER TECHNOLOGIES INC11.0K shares11.22%2026-03-312026-04-15

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CTSH COGNIZANT TECHNOLOGY SOLUTIO12.7K shares0.31%2026-03-312026-04-15

CVS CVS HEALTH CORP10.9K shares86.29%2026-03-312026-04-15

QDF FLEXSHARES TR9.8K shares0.00%2026-03-312026-04-15

SBUX STARBUCKS CORP8.7K shares34.88%2026-03-312026-04-15

BA BOEING CO3.7K sharesnew addition2026-03-312026-04-15

ILF ISHARES TR20.2K shares164.16%2026-03-312026-04-15

ED CONSOLIDATED EDISON INC6.2K shares1.22%2026-03-312026-04-15

INFL LISTED FDS TR13.4K sharesnew addition2026-03-312026-04-15

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SUSA ISHARES TR5.2K shares-3.36%2026-03-312026-04-15

CAH CARDINAL HEALTH INC3.3K shares0.00%2026-03-312026-04-15

SHEL SHELL PLC7.3K shares102.43%2026-03-312026-04-15

EMGF ISHARES INC10.9K shares16.01%2026-03-312026-04-15

SGU STAR GROUP LP52.8K shares0.00%2026-03-312026-04-15

QXO QXO INC33.4K shares-2.84%2026-03-312026-04-15

EXPD EXPEDITORS INTL WASH INC4.5K shares8.17%2026-03-312026-04-15

INTF ISHARES TR16.5K shares21.72%2026-03-312026-04-15

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MU MICRON TECHNOLOGY INC1.9K shares5.54%2026-03-312026-04-15

MUR MURPHY OIL CORP15.4K shares-24.51%2026-03-312026-04-15

XEL XCEL ENERGY INC7.9K shares6.14%2026-03-312026-04-15

LH LABCORP HOLDINGS INC2.3K shares3.30%2026-03-312026-04-15

XME SPDR SERIES TRUST5.7K shares80.49%2026-03-312026-04-15

EPS WISDOMTREE TR9.0K shares-0.78%2026-03-312026-04-15

AWK AMERICAN WTR WKS CO INC NEW4.5K shares5.13%2026-03-312026-04-15

NSC NORFOLK SOUTHN CORP2.1K shares22.76%2026-03-312026-04-15

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WCMI FIRST TR EXCHANGE-TRADED FD35.6K shares0.85%2026-03-312026-04-15

FTV FORTIVE CORP10.7K shares-5.77%2026-03-312026-04-15

NEAR ISHARES U S ETF TR11.2K shares30.62%2026-03-312026-04-15

IWD ISHARES TR2.7K shares14.71%2026-03-312026-04-15

DDOG DATADOG INC4.8K shares-20.68%2026-03-312026-04-15

KMB KIMBERLY-CLARK CORP5.8K shares11.29%2026-03-312026-04-15

SNY SANOFI SA11.5K shares-8.87%2026-03-312026-04-15

MTB M & T BK CORP2.7K shares159.52%2026-03-312026-04-15

Sponsored

SRLN SSGA ACTIVE ETF TR13.8K shares-17.89%2026-03-312026-04-15

IR INGERSOLL RAND INC6.9K shares14.48%2026-03-312026-04-15

VTHR VANGUARD SCOTTSDALE FDS1.9K shares0.00%2026-03-312026-04-15

TTWO TAKE-TWO INTERACTIVE SOFTWAR2.7K shares-0.90%2026-03-312026-04-15

WMB WILLIAMS COS INC7.4K shares0.00%2026-03-312026-04-15

DVN DEVON ENERGY CORP NEW10.5K shares-1.77%2026-03-312026-04-15

DSI ISHARES TR4.3K shares0.00%2026-03-312026-04-15

SCHR SCHWAB STRATEGIC TR21.0K sharesnew addition2026-03-312026-04-15

Sponsored

UPS UNITED PARCEL SVCS INC5.3K shares17.82%2026-03-312026-04-15

CTAS CINTAS CORP3.0K shares-1.77%2026-03-312026-04-15

NOW SERVICENOW INC4.8K shares-21.85%2026-03-312026-04-15

JD JD.COM INC17.0K shares-0.18%2026-03-312026-04-15

SPMD SPDR SERIES TRUST8.5K sharesnew addition2026-03-312026-04-15

OTIS OTIS WORLDWIDE CORP6.5K shares0.00%2026-03-312026-04-15

VYMI VANGUARD WHITEHALL FDS5.2K shares1.56%2026-03-312026-04-15

EVSM MORGAN STANLEY ETF TRUST9.7K sharesnew addition2026-03-312026-04-15

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LOB LIVE OAK BANCSHARES INC14.6K shares0.00%2026-03-312026-04-15

CEF SPROTT ASSET MANAGEMENT LP10.0K shares0.00%2026-03-312026-04-15

MKL MARKEL GROUP INC243 shares5.19%2026-03-312026-04-15

SCHD SCHWAB STRATEGIC TR14.9K sharesnew addition2026-03-312026-04-15

MUB ISHARES TR4.3K shares54.55%2026-03-312026-04-15

DVY ISHARES TR3.0K shares3.49%2026-03-312026-04-15

JHMD JOHN HANCOCK EXCHANGE TRADED10.5K shares0.00%2026-03-312026-04-15

WU WESTERN UN CO49.5K shares5.32%2026-03-312026-04-15

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RIO RIO TINTO PLC4.6K shares0.00%2026-03-312026-04-15

WY WEYERHAEUSER CO17.6K shares1.58%2026-03-312026-04-15

MET METLIFE INC6.1K sharesnew addition2026-03-312026-04-15

COF CAPITAL ONE FINL CORP2.3K shares-4.35%2026-03-312026-04-15

DCI DONALDSON INC5.0K shares0.00%2026-03-312026-04-15

SLF SUN LIFE FINANCIAL INC.6.7K shares0.00%2026-03-312026-04-15

ADI ANALOG DEVICES INC1.3K sharesnew addition2026-03-312026-04-15

WSO WATSCO INC1.1K shares2.07%2026-03-312026-04-15

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JEF JEFFERIES FINANCIAL GROUP IN10.0K shares-50.00%2026-03-312026-04-15

PUTNAM ETF TRUST PUTNAM ETF TRUST46.0K sharesnew addition2026-03-312026-04-15

TD TORONTO DOMINION BK ONT4.4K shares-4.38%2026-03-312026-04-15

IEMG ISHARES INC5.8K shares29.08%2026-03-312026-04-15

ISCB ISHARES TR6.2K shares0.00%2026-03-312026-04-15

DOV DOVER CORP1.9K shares-6.19%2026-03-312026-04-15

GNRC GENERAC HLDGS INC2.0K shares-9.02%2026-03-312026-04-15

ESGV VANGUARD WORLD FD3.4K shares4.19%2026-03-312026-04-15

Sponsored

MTUM ISHARES TR1.6K shares-0.56%2026-03-312026-04-15

SCHM SCHWAB STRATEGIC TR12.4K shares-0.01%2026-03-312026-04-15

STT STATE STR CORP3.0K shares35.89%2026-03-312026-04-15

HSY HERSHEY CO1.8K sharesnew addition2026-03-312026-04-15

CFG CITIZENS FINL GROUP INC6.3K sharesnew addition2026-03-312026-04-15

GBUG SPROTT FDS TR8.2K shares63.94%2026-03-312026-04-15

URI UNITED RENTALS INC510 shares0.00%2026-03-312026-04-15

GPIX GOLDMAN SACHS ETF TR7.4K shares1.03%2026-03-312026-04-15

Sponsored

ROK ROCKWELL AUTOMATION INC1.0K shares0.00%2026-03-312026-04-15

EXZEO GROUP INC EXZEO GROUP INC25.0K shares42.86%2026-03-312026-04-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K shares8.36%2026-03-312026-04-15

EEMV ISHARES INC5.6K shares19.06%2026-03-312026-04-15

ISHARES GOLD TR ISHARES GOLD TR4.1K shares0.59%2026-03-312026-04-15

TECH BIO-TECHNE CORP6.9K shares0.00%2026-03-312026-04-15

OKE ONEOK INC NEW3.9K shares1.45%2026-03-312026-04-15

XBI SPDR SERIES TRUST2.8K shares0.00%2026-03-312026-04-15

Sponsored

MMC MARSH & MCLENNAN COS INC2.0K shares-19.44%2026-03-312026-04-15

CTVA CORTEVA INC4.2K shares-0.74%2026-03-312026-04-15

CMG CHIPOTLE MEXICAN GRILL INC10.8K shares30.80%2026-03-312026-04-15

DIA STATE STR SPDR DOW JONES IND748 shares0.00%2026-03-312026-04-15

FNDE SCHWAB STRATEGIC TR9.0K shares-2.69%2026-03-312026-04-15

GSC GOLDMAN SACHS ETF TR6.2K sharesnew addition2026-03-312026-04-15

HL HECLA MINING COMPANY18.3K shares0.00%2026-03-312026-04-15

D DOMINION ENERGY INC5.5K shares-6.08%2026-03-312026-04-15

Sponsored

KLAC KLA CORP225 shares0.00%2026-03-312026-04-15

COPX GLOBAL X FDS4.3K shares-6.96%2026-03-312026-04-15

FTEC FIDELITY COVINGTON TRUST1.6K shares0.00%2026-03-312026-04-15

COHERENT CORP COHERENT CORP1.4K shares0.00%2026-03-312026-04-15

LHX L3HARRIS TECHNOLOGIES INC924 sharesnew addition2026-03-312026-04-15

TDG TRANSDIGM GROUP INC275 shares0.00%2026-03-312026-04-15

TRP TC ENERGY CORP5.1K shares0.00%2026-03-312026-04-15

RWL INVESCO EXCH TRADED FD TR II2.8K shares0.00%2026-03-312026-04-15

Sponsored

BDX BECTON DICKINSON & CO2.0K shares-14.36%2026-03-312026-04-15

XLV SELECT SECTOR SPDR TR2.1K shares0.80%2026-03-312026-04-15

PAAA PGIM ETF TR6.1K shares-19.02%2026-03-312026-04-15

MAR MARRIOTT INTL INC NEW950 shares0.00%2026-03-312026-04-15

QGRW WISDOMTREE TR5.7K shares47.17%2026-03-312026-04-15

CHKP CHECK POINT SOFTWARE TECH LT2.1K shares0.00%2026-03-312026-04-15

MPLX MPLX LP5.3K shares0.00%2026-03-312026-04-15

AMLX AMYLYX PHARMACEUTICALS INC21.6K shares0.00%2026-03-312026-04-15

Sponsored

VOT VANGUARD INDEX FDS1.2K shares-11.17%2026-03-312026-04-15

IUSV ISHARES TR2.9K shares0.00%2026-03-312026-04-15

RWJ INVESCO EXCH TRADED FD TR II5.8K shares0.00%2026-03-312026-04-15

JBND J P MORGAN EXCHANGE TRADED F5.5K sharesnew addition2026-03-312026-04-15

JEPQ J P MORGAN EXCHANGE TRADED F5.3K shares4.55%2026-03-312026-04-15

FBIN FORTUNE BRANDS INNOVATIONS I7.5K shares-5.07%2026-03-312026-04-15

RAL RALLIANT CORP7.0K sharesnew addition2026-03-312026-04-15

TXT TEXTRON INC3.3K shares0.00%2026-03-312026-04-15

Sponsored

MDXG MIMEDX GROUP INC72.7K shares-3.43%2026-03-312026-04-15

CEG CONSTELLATION ENERGY CORP1.0K shares5.38%2026-03-312026-04-15

IETC ISHARES U S ETF TR3.2K shares-4.46%2026-03-312026-04-15

RWK INVESCO EXCH TRADED FD TR II2.2K shares0.00%2026-03-312026-04-15

VIS VANGUARD WORLD FD887 shares0.00%2026-03-312026-04-15

IVW ISHARES TR2.4K shares2.00%2026-03-312026-04-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL689 sharesnew addition2026-03-312026-04-15

GWW WW GRAINGER INC246 shares3.80%2026-03-312026-04-15

Sponsored

AMP AMERIPRISE FINL INC600 sharesnew addition2026-03-312026-04-15

SDY SPDR SERIES TRUST1.8K sharesnew addition2026-03-312026-04-15

THE CIGNA GROUP THE CIGNA GROUP989 shares-0.40%2026-03-312026-04-15

USMV ISHARES TR2.8K shares0.00%2026-03-312026-04-15

ICSH ISHARES TR5.1K shares-11.16%2026-03-312026-04-15

RVTY REVVITY INC3.0K shares0.00%2026-03-312026-04-15

MCHP MICROCHIP TECHNOLOGY INC.4.0K shares0.00%2026-03-312026-04-15

ES EVERSOURCE ENERGY3.7K sharesnew addition2026-03-312026-04-15

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VBK VANGUARD INDEX FDS842 shares0.00%2026-03-312026-04-15

FYEE FIDELITY GREENWOOD STREET TR9.3K shares-5.55%2026-03-312026-04-15

EW EDWARDS LIFESCIENCES CORP3.1K shares-1.55%2026-03-312026-04-15

A AGILENT TECHNOLOGIES INC2.2K shares32.29%2026-03-312026-04-15

CGSM CAPITAL GRP FIXED INCM ETF T9.5K sharesnew addition2026-03-312026-04-15

OUNZ VANECK MERK GOLD ETF5.5K shares0.00%2026-03-312026-04-15

ONON ON HLDG AG7.2K shares0.00%2026-03-312026-04-15

VMC VULCAN MATLS CO900 shares0.00%2026-03-312026-04-15

Sponsored

EOG EOG RES INC1.7K sharesnew addition2026-03-312026-04-15

JPEF J P MORGAN EXCHANGE TRADED F3.3K shares-25.40%2026-03-312026-04-15

FYLD CAMBRIA ETF TR6.4K sharesnew addition2026-03-312026-04-15

IVE ISHARES TR1.1K shares1.17%2026-03-312026-04-15

GPC GENUINE PARTS CO2.2K shares20.86%2026-03-312026-04-15

BIL SPDR SERIES TRUST2.6K sharesnew addition2026-03-312026-04-15

GSIE GOLDMAN SACHS ETF TR5.4K shares-2.90%2026-03-312026-04-15

MNST MONSTER BEVERAGE CORP NEW3.2K shares0.00%2026-03-312026-04-15

Sponsored

NTRS NORTHERN TR CORP1.7K shares0.00%2026-03-312026-04-15

SPYM SPDR SERIES TRUST3.0K sharesnew addition2026-03-312026-04-15

SGOV ISHARES TR2.3K sharesnew addition2026-03-312026-04-15

EME EMCOR GROUP INC310 sharesnew addition2026-03-312026-04-15

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD5.1K shares0.16%2026-03-312026-04-15

MAS MASCO CORP3.8K shares11.87%2026-03-312026-04-15

KHC KRAFT HEINZ CO10.1K shares-1.13%2026-03-312026-04-15

VTS VITESSE ENERGY INC12.5K shares0.00%2026-03-312026-04-15

Sponsored

FI FISERV INC4.0K shares-25.35%2026-03-312026-04-15

EVR EVERCORE INC750 sharesnew addition2026-03-312026-04-15

OLED UNIVERSAL DISPLAY CORP2.4K shares-29.28%2026-03-312026-04-15

LQD ISHARES TR2.0K shares-17.78%2026-03-312026-04-15

IWP ISHARES TR1.7K shares0.00%2026-03-312026-04-15

SYM SYMBOTIC INC4.2K shares0.61%2026-03-312026-04-15

SPTI SPDR SERIES TRUST7.5K sharesnew addition2026-03-312026-04-15

XLY SELECT SECTOR SPDR TR2.0K shares-0.25%2026-03-312026-04-15

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EXR EXTRA SPACE STORAGE INC1.6K shares-3.04%2026-03-312026-04-15

DMBS DOUBLELINE ETF TRUST4.3K sharesnew addition2026-03-312026-04-15

XLF SELECT SECTOR SPDR TR4.3K shares-24.09%2026-03-312026-04-15

SRE SEMPRA2.1K sharesnew addition2026-03-312026-04-15

DLTR DOLLAR TREE INC1.8K shares0.00%2026-03-312026-04-15

DHI D R HORTON INC1.5K sharesnew addition2026-03-312026-04-15

LYFT LYFT INC15.0K shares0.00%2026-03-312026-04-15

CLENE INC CLENE INC37.2K shares0.00%2026-03-312026-04-15

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OWL BLUE OWL CAPITAL INC17.1K shares21.28%2026-03-312026-04-15

JPC NUVEEN PFD & INCOME OPPORTUN14.2K shares0.00%2026-03-312026-04-15

POWW OUTDOOR HOLDING CO50.3K shares-33.21%2026-03-312026-04-15

NG NOVAGOLD RESOURCES INC10.3K shares0.00%2026-03-312026-04-15

FRSH FRESHWORKS INC11.1K shares0.00%2026-03-312026-04-15

ARBE ARBE ROBOTICS LTD50.0K sharesnew addition2026-03-312026-04-15

GT BIOPHARMA INC GT BIOPHARMA INC10.9K shares0.00%2026-03-312026-04-15

CXAI CXAPP INC10.0K sharesnew addition2026-03-312026-04-15

Sponsored

AAPL

APPLE INC

28.40%

Shares737.6K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

53.74%

Shares199.8K

Event2026-03-31

Filed2026-04-15

MMM

3M CO

0.45%

Shares506.2K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

78.56%

Shares247.6K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

9.51%

Shares142.0K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

28.89%

Shares286.5K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

33.75%

Shares189.4K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

102.72%

Shares278.8K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

2.61%

Shares267.6K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

31.03%

Shares68.0K

Event2026-03-31

Filed2026-04-15

NEE

NEXTERA ENERGY INC

304.16%

Shares341.1K

Event2026-03-31

Filed2026-04-15

LLY

ELI LILLY & CO

23.70%

Shares30.0K

Event2026-03-31

Filed2026-04-15

CAT

CATERPILLAR INC

-1.97%

Shares37.7K

Event2026-03-31

Filed2026-04-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares36

Event2026-03-31

Filed2026-04-15

ALPHABET INC

73.12%

Shares88.5K

Event2026-03-31

Filed2026-04-15

IBM

INTERNATIONAL BUSINESS MACHS

2.73%

Shares102.2K

Event2026-03-31

Filed2026-04-15

ABBV

ABBVIE INC

28.05%

Shares110.0K

Event2026-03-31

Filed2026-04-15

JNJ

JOHNSON & JOHNSON

2.07%

Shares97.7K

Event2026-03-31

Filed2026-04-15

RTX

RTX CORPORATION

148.44%

Shares122.7K

Event2026-03-31

Filed2026-04-15

CVX

CHEVRON CORPORATION

19.78%

Shares105.0K

Event2026-03-31

Filed2026-04-15

EMR

EMERSON ELEC CO

394.51%

Shares165.1K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

9.63%

Shares27.1K

Event2026-03-31

Filed2026-04-15

HOME DEPOT INC

16.95%

Shares52.4K

Event2026-03-31

Filed2026-04-15

BROADCOM INC

-14.02%

Shares52.7K

Event2026-03-31

Filed2026-04-15

ENERGY TRANSFER L P

3.13%

Shares841.1K

Event2026-03-31

Filed2026-04-15

GLD

SPDR GOLD TR

-0.27%

Shares36.8K

Event2026-03-31

Filed2026-04-15

ORCL

ORACLE CORP

-3.26%

Shares104.6K

Event2026-03-31

Filed2026-04-15

CSCO

CISCO SYS INC

74.75%

Shares197.5K

Event2026-03-31

Filed2026-04-15

VISA INC

29.74%

Shares50.7K

Event2026-03-31

Filed2026-04-15

PROCTER & GAMBLE CO

5.50%

Shares95.4K

Event2026-03-31

Filed2026-04-15

TMO

THERMO FISHER SCIENTIFIC INC

29.44%

Shares27.7K

Event2026-03-31

Filed2026-04-15

HON

HONEYWELL INTL INC

8.69%

Shares60.1K

Event2026-03-31

Filed2026-04-15

GDX

VANECK ETF TRUST

2.53%

Shares144.7K

Event2026-03-31

Filed2026-04-15

EPD

ENTERPRISE PRODS PARTNERS L

0.51%

Shares347.8K

Event2026-03-31

Filed2026-04-15

VEA

VANGUARD TAX-MANAGED FDS

7.04%

Shares200.3K

Event2026-03-31

Filed2026-04-15

FLTR

VANECK ETF TRUST

6.78%

Shares501.1K

Event2026-03-31

Filed2026-04-15

FLOT

ISHARES TR

6.31%

Shares243.6K

Event2026-03-31

Filed2026-04-15

FLRN

SPDR SERIES TRUST

5.64%

Shares397.7K

Event2026-03-31

Filed2026-04-15

BLACKSTONE INC

2.20%

Shares105.0K

Event2026-03-31

Filed2026-04-15

TJX

TJX COS INC NEW

38.18%

Shares74.4K

Event2026-03-31

Filed2026-04-15

NOC

NORTHROP GRUMMAN CORP

1237.23%

Shares16.2K

Event2026-03-31

Filed2026-04-15

BAC

BANK AMERICA CORP

77.44%

Shares221.7K

Event2026-03-31

Filed2026-04-15

VRIG

INVESCO ACTIVELY MANAGED EXC

8.28%

Shares429.4K

Event2026-03-31

Filed2026-04-15

MERCK & CO INC

4.20%

Shares87.1K

Event2026-03-31

Filed2026-04-15

COST

COSTCO WHOLESALE CORPORATION

0.91%

Shares9.9K

Event2026-03-31

Filed2026-04-15

WEC ENERGY GROUP INC

720.70%

Shares81.0K

Event2026-03-31

Filed2026-04-15

BLACKROCK INC

14.50%

Shares9.7K

Event2026-03-31

Filed2026-04-15

COCA COLA CO

414.62%

Shares122.3K

Event2026-03-31

Filed2026-04-15