Sponsored

The Analysis of Pathway Financial Advisors LLC's Holdings & P&L

Currently, Pathway Financial Advisors LLC holds 136 types of securities in its portfolio with a total value $808.3M. In the most recent quarter, they have increased their positions in IEFA (+82.8K shares, valued at $7.6M), VTV (+26.9K shares, valued at $5.3M), VUG (+9.7K shares, valued at $4.3M); decreased their positions in VBIL (-25.8K shares, valued at $1.9M), BKCI (-34.0K shares, valued at $1.7M), DE (-1.3K shares, valued at $736.3K); initiated new positions in BINC (+5.3K shares, valued at $275.9K), ISHG (+3.6K shares, valued at $266.9K), GLW (+1.6K shares, valued at $236.7K).

1M P&L

+20.3M+2.43%

3M P&L

-601.8M-41.29%

HY P&L

-555.9M-39.38%

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/A764.6M

95.7%

2Conglomerates6.2M

0.8%

3Consumer Electronics4.0M

0.5%

Top Industries by Stock Count

1N/A87 stocks

69.0%

2Oil & Gas Integrated3 stocks

2.4%

3Drug Manufacturers - General2 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS533.8K shares5.30%2026-03-312026-04-08

GBIL GOLDMAN SACHS ETF TR958.2K shares1.63%2026-03-312026-04-08

VUG VANGUARD INDEX FDS205.8K shares4.93%2026-03-312026-04-08

VO VANGUARD INDEX FDS147.1K shares3.00%2026-03-312026-04-08

IEMG ISHARES INC527.6K shares10.45%2026-03-312026-04-08

ACWI ISHARES TR242.3K shares-1.26%2026-03-312026-04-08

IEFA ISHARES TR368.0K shares29.01%2026-03-312026-04-08

VGIT VANGUARD SCOTTSDALE FDS546.4K shares7.25%2026-03-312026-04-08

Sponsored

VBIL VANGUARD INSTL INDEX FD383.5K shares-6.30%2026-03-312026-04-08

IJR ISHARES TR212.0K shares3.61%2026-03-312026-04-08

GUNR FLEXSHARES TR392.9K shares4.13%2026-03-312026-04-08

MXI ISHARES TR185.7K shares-0.29%2026-03-312026-04-08

VGUS VANGUARD INSTL INDEX FD255.6K shares0.53%2026-03-312026-04-08

UITB VICTORY PORTFOLIOS II402.1K shares5.27%2026-03-312026-04-08

SPY SPDR S&P 500 ETF TR24.0K shares-0.36%2026-03-312026-04-08

QGRO AMERICAN CENTY ETF TR119.2K shares47.44%2026-03-312026-04-08

Sponsored

BIL SPDR SERIES TRUST108.5K shares0.03%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS41.0K shares0.00%2026-03-312026-04-08

ASIA MATTHEWS INTL FDS239.4K shares0.14%2026-03-312026-04-08

BKCI BNY MELLON ETF TRUST164.7K shares-17.13%2026-03-312026-04-08

EFA ISHARES TR64.4K shares0.00%2026-03-312026-04-08

HON HONEYWELL INTL INC27.1K shares0.00%2026-03-312026-04-08

IVE ISHARES TR29.1K shares0.00%2026-03-312026-04-08

VB VANGUARD INDEX FDS19.7K shares0.00%2026-03-312026-04-08

Sponsored

AAPL APPLE INC15.6K shares0.01%2026-03-312026-04-08

EEMS ISHARES INC55.8K shares0.89%2026-03-312026-04-08

IVW ISHARES TR29.9K shares0.00%2026-03-312026-04-08

VBR VANGUARD INDEX FDS15.1K shares0.00%2026-03-312026-04-08

IWR ISHARES TR33.4K shares0.00%2026-03-312026-04-08

IWD ISHARES TR14.7K shares0.00%2026-03-312026-04-08

AAXJ ISHARES TR31.1K shares0.66%2026-03-312026-04-08

BWIN THE BALDWIN INSURANCE GRP IN128.7K shares0.00%2026-03-312026-04-08

Sponsored

EEM ISHARES TR47.4K shares0.00%2026-03-312026-04-08

MSFT MICROSOFT CORP6.9K shares0.41%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR4.2K shares0.48%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F45.1K shares31.66%2026-03-312026-04-08

IJT ISHARES TR16.3K shares-0.50%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS35.4K shares176.33%2026-03-312026-04-08

MEMS MATTHEWS ASIA FDS85.9K shares-0.04%2026-03-312026-04-08

VOE VANGUARD INDEX FDS11.9K shares0.00%2026-03-312026-04-08

Sponsored

EA SERIES TRUST EA SERIES TRUST88.8K shares0.38%2026-03-312026-04-08

CHD CHURCH & DWIGHT CO INC22.7K shares0.00%2026-03-312026-04-08

VGT VANGUARD WORLD FD2.9K shares0.00%2026-03-312026-04-08

IYM ISHARES TR11.1K shares-2.64%2026-03-312026-04-08

CAT CATERPILLAR INC2.7K shares0.00%2026-03-312026-04-08

GMOI GMO ETF TRUST49.8K shares0.90%2026-03-312026-04-08

VAW VANGUARD WORLD FD7.2K shares0.00%2026-03-312026-04-08

NVDA NVIDIA CORPORATION9.3K shares-1.69%2026-03-312026-04-08

Sponsored

CVLC MORGAN STANLEY ETF TRUST20.1K shares0.00%2026-03-312026-04-08

GLDM WORLD GOLD TR17.0K shares0.00%2026-03-312026-04-08

AGG ISHARES TR15.4K shares0.65%2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR11.2K shares0.00%2026-03-312026-04-08

VTI VANGUARD INDEX FDS4.6K shares0.00%2026-03-312026-04-08

PSEP INNOVATOR ETFS TRUST34.4K shares0.00%2026-03-312026-04-08

VV VANGUARD INDEX FDS4.9K shares0.53%2026-03-312026-04-08

ITOT ISHARES TR9.2K shares0.00%2026-03-312026-04-08

Sponsored

SHV ISHARES TR11.4K shares-0.70%2026-03-312026-04-08

ALPHABET INC ALPHABET INC4.2K shares-1.08%2026-03-312026-04-08

IWB ISHARES TR3.4K shares0.00%2026-03-312026-04-08

IQLT ISHARES TR26.1K shares1.51%2026-03-312026-04-08

QLTY GMO ETF TRUST28.7K shares0.00%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS1.6K shares2.10%2026-03-312026-04-08

IVV ISHARES TR1.5K shares-3.06%2026-03-312026-04-08

BROADCOM INC BROADCOM INC3.0K shares0.00%2026-03-312026-04-08

Sponsored

GDX VANECK ETF TRUST8.9K shares0.00%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON3.4K shares-31.63%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MFG LTD2.4K shares0.00%2026-03-312026-04-08

SPTI SPDR SERIES TRUST28.1K shares0.00%2026-03-312026-04-08

ESGD ISHARES TR8.0K shares0.00%2026-03-312026-04-08

IWP ISHARES TR6.0K shares0.00%2026-03-312026-04-08

MUB ISHARES TR7.1K shares0.00%2026-03-312026-04-08

SCHF SCHWAB STRATEGIC TR29.5K shares0.00%2026-03-312026-04-08

Sponsored

XLE SELECT SECTOR SPDR TR11.9K shares0.00%2026-03-312026-04-08

EWG ISHARES INC17.5K shares0.00%2026-03-312026-04-08

GNR SPDR INDEX SHS FDS8.4K shares0.00%2026-03-312026-04-08

GTO INVESCO ACTIVELY MANAGED EXC13.2K shares0.00%2026-03-312026-04-08

VSGX VANGUARD WORLD FD8.6K shares7.10%2026-03-312026-04-08

PM PHILIP MORRIS INTL INC3.9K shares0.00%2026-03-312026-04-08

MGC VANGUARD WORLD FD2.6K shares0.00%2026-03-312026-04-08

IWV ISHARES TR1.6K shares0.00%2026-03-312026-04-08

Sponsored

DE DEERE & CO1.0K shares-55.32%2026-03-312026-04-08

ABBV ABBVIE INC2.8K shares-9.70%2026-03-312026-04-08

SPYV SPDR SERIES TRUST9.7K shares0.00%2026-03-312026-04-08

NSC NORFOLK SOUTHN CORP1.9K shares0.00%2026-03-312026-04-08

PG PROCTER AND GAMBLE CO3.8K shares-25.44%2026-03-312026-04-08

PFD FLAHERTY & CRUMRINE PFD INCO48.2K shares0.00%2026-03-312026-04-08

XJR ISHARES TR12.2K shares0.00%2026-03-312026-04-08

BA BOEING CO2.5K shares0.00%2026-03-312026-04-08

Sponsored

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC6.8K shares0.00%2026-03-312026-04-08

AMZN AMAZON COM INC2.4K shares0.25%2026-03-312026-04-08

COST COSTCO WHSL CORP NEW498 shares0.00%2026-03-312026-04-08

SCHG SCHWAB STRATEGIC TR16.9K shares0.02%2026-03-312026-04-08

XJH ISHARES TR10.7K shares0.00%2026-03-312026-04-08

IWF ISHARES TR1.1K shares0.00%2026-03-312026-04-08

XOM EXXON MOBIL CORP2.9K shares-24.41%2026-03-312026-04-08

SCHX SCHWAB STRATEGIC TR17.8K shares0.00%2026-03-312026-04-08

Sponsored

AJG GALLAGHER ARTHUR J & CO2.1K shares0.00%2026-03-312026-04-08

DMXF ISHARES TR5.9K shares0.00%2026-03-312026-04-08

META META PLATFORMS INC778 shares0.00%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO.1.5K shares-53.15%2026-03-312026-04-08

VEU VANGUARD INTL EQUITY INDEX F5.8K shares0.00%2026-03-312026-04-08

TSLA TESLA INC1.1K shares0.00%2026-03-312026-04-08

SCHA SCHWAB STRATEGIC TR13.4K shares0.00%2026-03-312026-04-08

MPC MARATHON PETE CORP1.6K shares0.00%2026-03-312026-04-08

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL765 shares1.46%2026-03-312026-04-08

CVX CHEVRON CORP NEW1.8K shares0.05%2026-03-312026-04-08

V VISA INC1.2K shares0.00%2026-03-312026-04-08

SGOV ISHARES TR3.4K shares-44.38%2026-03-312026-04-08

ABT ABBOTT LABS3.2K shares-8.60%2026-03-312026-04-08

ESML ISHARES TR6.8K shares0.00%2026-03-312026-04-08

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL718 shares0.00%2026-03-312026-04-08

KO COCA COLA CO3.9K shares-13.41%2026-03-312026-04-08

Sponsored

GLD SPDR GOLD TR690 shares0.00%2026-03-312026-04-08

EFAV ISHARES TR3.1K shares0.00%2026-03-312026-04-08

ISCB ISHARES TR4.3K shares0.00%2026-03-312026-04-08

ALPHABET INC ALPHABET INC949 shares0.00%2026-03-312026-04-08

CBU COMMUNITY FINANCIAL SYSTEM I4.7K shares25.84%2026-03-312026-04-08

SLF SUN LIFE FINANCIAL INC.4.3K shares0.00%2026-03-312026-04-08

BINC BLACKROCK ETF TRUST II5.3K sharesnew addition2026-03-312026-04-08

ISHG ISHARES TR3.6K sharesnew addition2026-03-312026-04-08

Sponsored

IWM ISHARES TR1.1K shares0.00%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC2.1K shares-34.99%2026-03-312026-04-08

NI NISOURCE INC5.0K shares0.00%2026-03-312026-04-08

GLW CORNING INC1.6K sharesnew addition2026-03-312026-04-08

MCD MCDONALDS CORP770 shares-24.51%2026-03-312026-04-08

SUSA ISHARES TR1.8K shares0.00%2026-03-312026-04-08

SCHW SCHWAB CHARLES CORP2.5K shares0.00%2026-03-312026-04-08

GLQ CLOUGH GLOBAL EQUITY FD30.2K shares0.00%2026-03-312026-04-08

Sponsored

SHEL SHELL PLC2.4K shares-27.08%2026-03-312026-04-08

IJH ISHARES TR3.2K shares0.03%2026-03-312026-04-08

TFC TRUIST FINL CORP4.6K shares0.00%2026-03-312026-04-08

DIS DISNEY WALT CO2.3K shares0.00%2026-03-312026-04-08

CSCO CISCO SYS INC2.7K shares0.00%2026-03-312026-04-08

ORLY OREILLY AUTOMOTIVE INC2.3K shares0.22%2026-03-312026-04-08

JMST J P MORGAN EXCHANGE TRADED F4.0K shares0.00%2026-03-312026-04-08

HL HECLA MNG CO10.2K shares0.00%2026-03-312026-04-08

Sponsored

VTV

VANGUARD INDEX FDS

5.30%

Shares533.8K

Event2026-03-31

Filed2026-04-08

GBIL

GOLDMAN SACHS ETF TR

1.63%

Shares958.2K

Event2026-03-31

Filed2026-04-08

VUG

VANGUARD INDEX FDS

4.93%

Shares205.8K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

3.00%

Shares147.1K

Event2026-03-31

Filed2026-04-08

IEMG

ISHARES INC

10.45%

Shares527.6K

Event2026-03-31

Filed2026-04-08

ACWI

ISHARES TR

-1.26%

Shares242.3K

Event2026-03-31

Filed2026-04-08

IEFA

ISHARES TR

29.01%

Shares368.0K

Event2026-03-31

Filed2026-04-08

VGIT

VANGUARD SCOTTSDALE FDS

7.25%

Shares546.4K

Event2026-03-31

Filed2026-04-08

VBIL

VANGUARD INSTL INDEX FD

-6.30%

Shares383.5K

Event2026-03-31

Filed2026-04-08

IJR

ISHARES TR

3.61%

Shares212.0K

Event2026-03-31

Filed2026-04-08

GUNR

FLEXSHARES TR

4.13%

Shares392.9K

Event2026-03-31

Filed2026-04-08

MXI

ISHARES TR

-0.29%

Shares185.7K

Event2026-03-31

Filed2026-04-08

VGUS

VANGUARD INSTL INDEX FD

0.53%

Shares255.6K

Event2026-03-31

Filed2026-04-08

UITB

VICTORY PORTFOLIOS II

5.27%

Shares402.1K

Event2026-03-31

Filed2026-04-08

SPY

SPDR S&P 500 ETF TR

-0.36%

Shares24.0K

Event2026-03-31

Filed2026-04-08

QGRO

AMERICAN CENTY ETF TR

47.44%

Shares119.2K

Event2026-03-31

Filed2026-04-08

BIL

SPDR SERIES TRUST

0.03%

Shares108.5K

Event2026-03-31

Filed2026-04-08

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares41.0K

Event2026-03-31

Filed2026-04-08

ASIA

MATTHEWS INTL FDS

0.14%

Shares239.4K

Event2026-03-31

Filed2026-04-08

BKCI

BNY MELLON ETF TRUST

-17.13%

Shares164.7K

Event2026-03-31

Filed2026-04-08

EFA

ISHARES TR

0.00%

Shares64.4K

Event2026-03-31

Filed2026-04-08

HON

HONEYWELL INTL INC

0.00%

Shares27.1K

Event2026-03-31

Filed2026-04-08

IVE

ISHARES TR

0.00%

Shares29.1K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

0.00%

Shares19.7K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

0.01%

Shares15.6K

Event2026-03-31

Filed2026-04-08

EEMS

ISHARES INC

0.89%

Shares55.8K

Event2026-03-31

Filed2026-04-08

IVW

ISHARES TR

0.00%

Shares29.9K

Event2026-03-31

Filed2026-04-08

VBR

VANGUARD INDEX FDS

0.00%

Shares15.1K

Event2026-03-31

Filed2026-04-08

IWR

ISHARES TR

0.00%

Shares33.4K

Event2026-03-31

Filed2026-04-08

IWD

ISHARES TR

0.00%

Shares14.7K

Event2026-03-31

Filed2026-04-08

AAXJ

ISHARES TR

0.66%

Shares31.1K

Event2026-03-31

Filed2026-04-08

BWIN

THE BALDWIN INSURANCE GRP IN

0.00%

Shares128.7K

Event2026-03-31

Filed2026-04-08

EEM

ISHARES TR

0.00%

Shares47.4K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

0.41%

Shares6.9K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

0.48%

Shares4.2K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

31.66%

Shares45.1K

Event2026-03-31

Filed2026-04-08

IJT

ISHARES TR

-0.50%

Shares16.3K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

176.33%

Shares35.4K

Event2026-03-31

Filed2026-04-08

MEMS

MATTHEWS ASIA FDS

-0.04%

Shares85.9K

Event2026-03-31

Filed2026-04-08

VOE

VANGUARD INDEX FDS

0.00%

Shares11.9K

Event2026-03-31

Filed2026-04-08

EA SERIES TRUST

0.38%

Shares88.8K

Event2026-03-31

Filed2026-04-08

CHD

CHURCH & DWIGHT CO INC

0.00%

Shares22.7K

Event2026-03-31

Filed2026-04-08

VGT

VANGUARD WORLD FD

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-08

IYM

ISHARES TR

-2.64%

Shares11.1K

Event2026-03-31

Filed2026-04-08

CAT

CATERPILLAR INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-08

GMOI

GMO ETF TRUST

0.90%

Shares49.8K

Event2026-03-31

Filed2026-04-08

VAW

VANGUARD WORLD FD

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

-1.69%

Shares9.3K

Event2026-03-31

Filed2026-04-08

CVLC

MORGAN STANLEY ETF TRUST

0.00%

Shares20.1K

Event2026-03-31

Filed2026-04-08

GLDM

WORLD GOLD TR

0.00%

Shares17.0K

Event2026-03-31

Filed2026-04-08

AGG

ISHARES TR

0.65%

Shares15.4K

Event2026-03-31

Filed2026-04-08

XLK

SELECT SECTOR SPDR TR

0.00%

Shares11.2K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-08

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares34.4K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

0.53%

Shares4.9K

Event2026-03-31

Filed2026-04-08

ITOT

ISHARES TR

0.00%

Shares9.2K

Event2026-03-31

Filed2026-04-08

SHV

ISHARES TR

-0.70%

Shares11.4K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-1.08%

Shares4.2K

Event2026-03-31

Filed2026-04-08

IWB

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-08

IQLT

ISHARES TR

1.51%

Shares26.1K

Event2026-03-31

Filed2026-04-08

QLTY

GMO ETF TRUST

0.00%

Shares28.7K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

2.10%

Shares1.6K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

-3.06%

Shares1.5K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-08

GDX

VANECK ETF TRUST

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

-31.63%

Shares3.4K

Event2026-03-31

Filed2026-04-08

TSM

TAIWAN SEMICONDUCTOR MFG LTD

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-08

SPTI

SPDR SERIES TRUST

0.00%

Shares28.1K

Event2026-03-31

Filed2026-04-08

ESGD

ISHARES TR

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-08

IWP

ISHARES TR

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-08

MUB

ISHARES TR

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-08

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares29.5K

Event2026-03-31

Filed2026-04-08

XLE

SELECT SECTOR SPDR TR

0.00%

Shares11.9K

Event2026-03-31

Filed2026-04-08

EWG

ISHARES INC

0.00%

Shares17.5K

Event2026-03-31

Filed2026-04-08

GNR

SPDR INDEX SHS FDS

0.00%

Shares8.4K

Event2026-03-31

Filed2026-04-08

GTO

INVESCO ACTIVELY MANAGED EXC

0.00%

Shares13.2K

Event2026-03-31

Filed2026-04-08

VSGX

VANGUARD WORLD FD

7.10%

Shares8.6K

Event2026-03-31

Filed2026-04-08

PHILIP MORRIS INTL INC

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-08

MGC

VANGUARD WORLD FD

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-08

IWV

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-08

DEERE & CO

-55.32%

Shares1.0K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

-9.70%

Shares2.8K

Event2026-03-31

Filed2026-04-08

SPYV

SPDR SERIES TRUST

0.00%

Shares9.7K

Event2026-03-31

Filed2026-04-08

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-08

PROCTER AND GAMBLE CO

-25.44%

Shares3.8K

Event2026-03-31

Filed2026-04-08

PFD

FLAHERTY & CRUMRINE PFD INCO

0.00%

Shares48.2K

Event2026-03-31

Filed2026-04-08

XJR

ISHARES TR

0.00%

Shares12.2K

Event2026-03-31

Filed2026-04-08

BOEING CO

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-08

SOLSTICE ADVANCED MATLS INC

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

0.25%

Shares2.4K

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHSL CORP NEW

0.00%

Shares498

Event2026-03-31

Filed2026-04-08

SCHG

SCHWAB STRATEGIC TR

0.02%

Shares16.9K

Event2026-03-31

Filed2026-04-08

XJH

ISHARES TR

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-08

IWF

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

-24.41%

Shares2.9K

Event2026-03-31

Filed2026-04-08

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares17.8K

Event2026-03-31

Filed2026-04-08

AJG

GALLAGHER ARTHUR J & CO

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-08

DMXF

ISHARES TR

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-08