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The Analysis of PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s Holdings & P&L

Currently, PATRIOT INVESTMENT MANAGEMENT GROUP, INC. holds 236 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in BND (+108.4K shares, valued at $8.0M), VCIT (+32.1K shares, valued at $2.7M), N/A (+27.5K shares, valued at $2.4M); decreased their positions in VEU (-44.6K shares, valued at $3.4M), SCHB (-34.9K shares, valued at $875.8K), VTI (-2.6K shares, valued at $826.7K); initiated new positions in N/A (+27.5K shares, valued at $2.4M), N/A (+2.1K shares, valued at $421.7K), LMT (+336 shares, valued at $203.1K).

1M P&L

+43.3M+2.63%

3M P&L

-29.9M-1.74%

HY P&L

+31.7M+1.91%

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/A1.5B

96.0%

2Consumer Electronics9.1M

0.6%

3Semiconductors6.7M

0.4%

Top Industries by Stock Count

1N/A164 stocks

73.9%

2Drug Manufacturers - General5 stocks

2.3%

3Banks - Regional4 stocks

1.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS1.5M shares-0.18%2026-03-312026-04-14

BND VANGUARD BD INDEX FDS1.9M shares6.09%2026-03-312026-04-14

VEA VANGUARD TAX-MANAGED FDS1.4M shares-0.14%2026-03-312026-04-14

VCIT VANGUARD SCOTTSDALE FDS837.7K shares3.98%2026-03-312026-04-14

VEU VANGUARD INTL EQUITY INDEX F791.8K shares-5.34%2026-03-312026-04-14

VWO VANGUARD INTL EQUITY INDEX F924.7K shares0.64%2026-03-312026-04-14

VCSH VANGUARD SCOTTSDALE FDS507.6K shares3.02%2026-03-312026-04-14

SPSM SPDR SERIES TRUST809.8K shares2.50%2026-03-312026-04-14

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VB VANGUARD INDEX FDS99.4K shares-1.71%2026-03-312026-04-14

SCHB SCHWAB STRATEGIC TR1.0M shares-3.30%2026-03-312026-04-14

VNQ VANGUARD INDEX FDS248.7K shares1.95%2026-03-312026-04-14

AGG ISHARES TR199.7K shares0.72%2026-03-312026-04-14

VPU VANGUARD WORLD FD91.1K shares-2.26%2026-03-312026-04-14

VGSH VANGUARD SCOTTSDALE FDS282.7K shares7.27%2026-03-312026-04-14

IVV ISHARES TR25.2K shares0.12%2026-03-312026-04-14

VDC VANGUARD WORLD FD69.0K shares-0.62%2026-03-312026-04-14

Sponsored

VYM VANGUARD WHITEHALL FDS103.6K shares-1.76%2026-03-312026-04-14

VO VANGUARD INDEX FDS52.9K shares-0.22%2026-03-312026-04-14

BNDX VANGUARD CHARLOTTE FDS290.1K shares5.09%2026-03-312026-04-14

SPY STATE STR SPDR S&P 500 ETF T21.3K shares0.00%2026-03-312026-04-14

VIG VANGUARD SPECIALIZED FUNDS57.9K shares-0.71%2026-03-312026-04-14

SCHF SCHWAB STRATEGIC TR490.8K shares-3.35%2026-03-312026-04-14

IEMG ISHARES INC163.5K shares-2.26%2026-03-312026-04-14

VV VANGUARD INDEX FDS36.8K shares-0.68%2026-03-312026-04-14

Sponsored

IGSB ISHARES TR186.6K shares0.10%2026-03-312026-04-14

MUB ISHARES TR87.3K shares0.59%2026-03-312026-04-14

IEFA ISHARES TR101.7K shares-6.52%2026-03-312026-04-14

AAPL APPLE INC35.8K shares-3.97%2026-03-312026-04-14

SCHA SCHWAB STRATEGIC TR299.0K shares-3.92%2026-03-312026-04-14

SCHM SCHWAB STRATEGIC TR280.7K shares-3.27%2026-03-312026-04-14

ITOT ISHARES TR59.0K shares-2.08%2026-03-312026-04-14

SCHX SCHWAB STRATEGIC TR305.2K shares0.20%2026-03-312026-04-14

Sponsored

SCHD SCHWAB STRATEGIC TR242.4K shares-0.08%2026-03-312026-04-14

IDEV ISHARES TR88.3K shares-3.21%2026-03-312026-04-14

BSV VANGUARD BD INDEX FDS91.1K shares15.86%2026-03-312026-04-14

SHY ISHARES TR85.8K shares0.91%2026-03-312026-04-14

IGIB ISHARES TR114.5K shares-1.57%2026-03-312026-04-14

VIOO VANGUARD ADMIRAL FDS INC50.8K shares-2.41%2026-03-312026-04-14

IVW ISHARES TR50.0K shares-0.26%2026-03-312026-04-14

NVDA NVIDIA CORPORATION32.3K shares-11.12%2026-03-312026-04-14

Sponsored

VTEB VANGUARD MUN BD FDS112.6K shares11.40%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR9.7K shares2.82%2026-03-312026-04-14

SCHE SCHWAB STRATEGIC TR158.7K shares-2.89%2026-03-312026-04-14

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS7.2K shares0.42%2026-03-312026-04-14

ISHARES GOLD TR ISHARES GOLD TR46.8K shares0.00%2026-03-312026-04-14

VGT VANGUARD WORLD FD5.9K shares-1.21%2026-03-312026-04-14

SPDW SPDR INDEX SHS FDS84.4K shares0.00%2026-03-312026-04-14

Sponsored

SCHC SCHWAB STRATEGIC TR80.3K shares-3.64%2026-03-312026-04-14

MSFT MICROSOFT CORP9.2K shares-1.86%2026-03-312026-04-14

MLPX GLOBAL X FDS44.7K shares-1.58%2026-03-312026-04-14

SCHZ SCHWAB STRATEGIC TR141.0K shares-0.93%2026-03-312026-04-14

VXUS VANGUARD STAR FDS40.8K shares0.96%2026-03-312026-04-14

ESGV VANGUARD WORLD FD27.0K shares-3.28%2026-03-312026-04-14

VOT VANGUARD INDEX FDS11.0K shares0.00%2026-03-312026-04-14

VSS VANGUARD INTL EQUITY INDEX F18.6K shares-0.24%2026-03-312026-04-14

Sponsored

JNJ JOHNSON & JOHNSON10.8K shares-0.24%2026-03-312026-04-14

USMV ISHARES TR28.5K shares-0.61%2026-03-312026-04-14

VBR VANGUARD INDEX FDS12.1K shares0.01%2026-03-312026-04-14

XOM EXXON MOBIL CORP15.2K shares-1.67%2026-03-312026-04-14

IUSB ISHARES TR55.4K shares-0.03%2026-03-312026-04-14

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC27.5K sharesnew addition2026-03-312026-04-14

HD HOME DEPOT INC6.6K shares-2.06%2026-03-312026-04-14

GDX VANECK ETF TRUST23.4K shares0.18%2026-03-312026-04-14

Sponsored

VWOB VANGUARD WHITEHALL FDS32.5K shares-0.15%2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T11.1K shares-0.75%2026-03-312026-04-14

AMZN AMAZON COM INC10.0K shares-7.72%2026-03-312026-04-14

IAGG ISHARES TR41.7K shares-1.11%2026-03-312026-04-14

IJR ISHARES TR16.5K shares0.00%2026-03-312026-04-14

TAN INVESCO EXCH TRADED FD TR II36.7K shares0.00%2026-03-312026-04-14

VCRB VANGUARD MALVERN FDS26.3K shares-2.94%2026-03-312026-04-14

VTV VANGUARD INDEX FDS10.3K shares0.30%2026-03-312026-04-14

Sponsored

CAT CATERPILLAR INC2.8K shares0.18%2026-03-312026-04-14

IVE ISHARES TR9.2K shares0.00%2026-03-312026-04-14

VDE VANGUARD WORLD FD11.1K shares-2.52%2026-03-312026-04-14

USHY ISHARES TR52.0K shares-1.97%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO6.4K shares0.14%2026-03-312026-04-14

SCHH SCHWAB STRATEGIC TR87.3K shares-4.65%2026-03-312026-04-14

MSTR STRATEGY INC14.5K shares-0.22%2026-03-312026-04-14

HDV ISHARES TR13.3K shares0.00%2026-03-312026-04-14

Sponsored

DVY ISHARES TR11.5K shares-3.56%2026-03-312026-04-14

IWM ISHARES TR7.0K shares0.00%2026-03-312026-04-14

DGRO ISHARES TR24.1K shares0.01%2026-03-312026-04-14

AMGN AMGEN INC4.8K shares-2.62%2026-03-312026-04-14

VOE VANGUARD INDEX FDS8.8K shares-4.25%2026-03-312026-04-14

MDY STATE STR SPDR S&P MIDCAP 402.6K shares0.00%2026-03-312026-04-14

SPSB SPDR SERIES TRUST53.3K shares0.00%2026-03-312026-04-14

EFA ISHARES TR16.4K shares15.42%2026-03-312026-04-14

Sponsored

VXF VANGUARD INDEX FDS7.7K shares-3.12%2026-03-312026-04-14

TSLA TESLA INC4.1K shares-7.13%2026-03-312026-04-14

IBB ISHARES TR8.7K shares-3.62%2026-03-312026-04-14

VT VANGUARD INTL EQUITY INDEX F10.5K shares0.00%2026-03-312026-04-14

XLU SELECT SECTOR SPDR TR31.0K shares0.00%2026-03-312026-04-14

DE DEERE & CO2.5K shares-7.34%2026-03-312026-04-14

IXN ISHARES TR14.1K shares-1.81%2026-03-312026-04-14

EMB ISHARES TR15.0K shares-15.59%2026-03-312026-04-14

Sponsored

WMT WALMART INC11.2K shares0.00%2026-03-312026-04-14

SMBK SMARTFINANCIAL INC34.9K shares0.00%2026-03-312026-04-14

VUG VANGUARD INDEX FDS3.0K shares-0.67%2026-03-312026-04-14

IWR ISHARES TR13.2K shares-1.78%2026-03-312026-04-14

USIG ISHARES TR24.9K shares1.51%2026-03-312026-04-14

XLRE SELECT SECTOR SPDR TR31.0K shares-1.66%2026-03-312026-04-14

IJH ISHARES TR17.7K shares-1.20%2026-03-312026-04-14

MCI BARINGS CORPORATE INVS68.1K shares0.00%2026-03-312026-04-14

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SDY SPDR SERIES TRUST7.9K shares0.01%2026-03-312026-04-14

MERCK & CO INC MERCK & CO INC9.1K shares-1.44%2026-03-312026-04-14

IJT ISHARES TR7.3K shares11.63%2026-03-312026-04-14

TIP ISHARES TR9.6K shares-2.24%2026-03-312026-04-14

IYW ISHARES TR5.8K shares0.00%2026-03-312026-04-14

VTIP VANGUARD MALVERN FDS20.9K shares9.25%2026-03-312026-04-14

IETC ISHARES U S ETF TR11.7K shares0.00%2026-03-312026-04-14

KXI ISHARES TR15.4K shares0.00%2026-03-312026-04-14

Sponsored

JBL JABIL INC3.9K shares-6.67%2026-03-312026-04-14

EXI ISHARES TR5.7K shares0.00%2026-03-312026-04-14

ABBV ABBVIE INC4.7K shares0.11%2026-03-312026-04-14

VUSB VANGUARD BD INDEX FDS20.4K shares55.61%2026-03-312026-04-14

LLY ELI LILLY & CO1.1K shares-6.60%2026-03-312026-04-14

ALPHABET INC ALPHABET INC3.4K shares5.12%2026-03-312026-04-14

SMMV ISHARES TR22.4K shares0.00%2026-03-312026-04-14

STIP ISHARES TR9.4K shares0.00%2026-03-312026-04-14

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IJS ISHARES TR8.1K shares-1.02%2026-03-312026-04-14

PG PROCTER & GAMBLE CO6.7K shares0.02%2026-03-312026-04-14

ITA ISHARES TR4.4K shares-1.24%2026-03-312026-04-14

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II12.8K shares0.00%2026-03-312026-04-14

XBI SPDR SERIES TRUST7.0K shares7.55%2026-03-312026-04-14

EEM ISHARES TR15.7K shares0.00%2026-03-312026-04-14

COST COSTCO WHOLESALE CORPORATION891 shares5.32%2026-03-312026-04-14

IBDS ISHARES TR36.6K shares0.00%2026-03-312026-04-14

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PFF ISHARES TR29.1K shares0.03%2026-03-312026-04-14

IEUR ISHARES TR12.4K shares0.00%2026-03-312026-04-14

GLD SPDR GOLD TR2.0K shares0.00%2026-03-312026-04-14

SOXX ISHARES TR2.6K shares-0.39%2026-03-312026-04-14

DJP BARCLAYS BANK PLC17.6K shares0.00%2026-03-312026-04-14

XLE SELECT SECTOR SPDR TR13.6K shares0.00%2026-03-312026-04-14

ADI ANALOG DEVICES INC2.6K shares-3.05%2026-03-312026-04-14

EFAV ISHARES TR9.1K shares0.00%2026-03-312026-04-14

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VGIT VANGUARD SCOTTSDALE FDS13.8K shares0.00%2026-03-312026-04-14

EPD ENTERPRISE PRODS PARTNERS L21.6K shares0.85%2026-03-312026-04-14

SUB ISHARES TR7.6K shares38.58%2026-03-312026-04-14

PSCT INVESCO EXCH TRADED FD TR II13.4K shares0.00%2026-03-312026-04-14

PEP PEPSICO INC5.2K shares0.00%2026-03-312026-04-14

KO COCA COLA CO10.5K shares1.48%2026-03-312026-04-14

CSX CSX CORP19.5K shares0.00%2026-03-312026-04-14

VPL VANGUARD INTL EQUITY INDEX F7.7K shares0.00%2026-03-312026-04-14

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MCO MOODYS CORP1.7K shares0.00%2026-03-312026-04-14

IBDR ISHARES TR29.6K shares0.00%2026-03-312026-04-14

RTX RTX CORPORATION3.6K shares-7.93%2026-03-312026-04-14

LQD ISHARES TR6.2K shares0.00%2026-03-312026-04-14

IGF ISHARES TR10.0K shares0.00%2026-03-312026-04-14

SCHG SCHWAB STRATEGIC TR21.4K shares0.23%2026-03-312026-04-14

VYMI VANGUARD WHITEHALL FDS6.6K shares0.69%2026-03-312026-04-14

SQM SOCIEDAD QUIMICA Y MINERA DE7.3K shares0.00%2026-03-312026-04-14

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SPEM SPDR INDEX SHS FDS12.5K shares0.00%2026-03-312026-04-14

IWN ISHARES TR3.1K shares0.00%2026-03-312026-04-14

PM PHILIP MORRIS INTL INC3.5K shares-3.63%2026-03-312026-04-14

IYH ISHARES TR9.4K shares0.01%2026-03-312026-04-14

UCB UNITED CMNTY BKS BLAIRSVLE G17.9K shares0.00%2026-03-312026-04-14

BROADCOM INC BROADCOM INC1.8K shares15.74%2026-03-312026-04-14

EQT CORP EQT CORP8.6K shares0.00%2026-03-312026-04-14

SHYG ISHARES TR12.9K shares0.00%2026-03-312026-04-14

Sponsored

EEMV ISHARES INC8.2K shares-0.30%2026-03-312026-04-14

SCHP SCHWAB STRATEGIC TR18.7K shares-10.54%2026-03-312026-04-14

VZ VERIZON COMMUNICATIONS INC9.9K shares-3.57%2026-03-312026-04-14

IYK ISHARES TR6.9K shares0.06%2026-03-312026-04-14

IYC ISHARES TR4.9K shares0.00%2026-03-312026-04-14

XT ISHARES TR6.6K shares-3.87%2026-03-312026-04-14

JETS ETF SER SOLUTIONS18.1K shares0.00%2026-03-312026-04-14

IBIT ISHARES BITCOIN TRUST ETF11.5K shares-1.01%2026-03-312026-04-14

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VHT VANGUARD WORLD FD1.6K shares0.12%2026-03-312026-04-14

HYG ISHARES TR5.3K shares-10.77%2026-03-312026-04-14

ASTRAZENECA PLC ASTRAZENECA PLC2.1K sharesnew addition2026-03-312026-04-14

IYM ISHARES TR2.4K shares0.00%2026-03-312026-04-14

TFC TRUIST FINL CORP9.1K shares-8.45%2026-03-312026-04-14

SO SOUTHERN CO4.3K shares0.00%2026-03-312026-04-14

IXJ ISHARES TR4.4K shares-10.66%2026-03-312026-04-14

RY ROYAL BK CDA2.5K shares0.00%2026-03-312026-04-14

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CSCO CISCO SYS INC5.2K shares0.02%2026-03-312026-04-14

SCHV SCHWAB STRATEGIC TR13.3K shares0.00%2026-03-312026-04-14

XLF SELECT SECTOR SPDR TR8.1K shares0.00%2026-03-312026-04-14

IWF ISHARES TR936 shares0.00%2026-03-312026-04-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.0K shares-0.79%2026-03-312026-04-14

CRS CARPENTER TECHNOLOGY CORP1.0K shares0.00%2026-03-312026-04-14

T AT&T INC12.9K shares-7.59%2026-03-312026-04-14

JPST J P MORGAN EXCHANGE TRADED F7.2K shares-4.20%2026-03-312026-04-14

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V VISA INC1.2K shares0.00%2026-03-312026-04-14

IBDT ISHARES TR14.1K shares0.00%2026-03-312026-04-14

CVX CHEVRON CORPORATION1.7K shares-9.58%2026-03-312026-04-14

IWO ISHARES TR1.1K shares0.00%2026-03-312026-04-14

IWS ISHARES TR2.4K shares0.00%2026-03-312026-04-14

IYJ ISHARES TR2.4K shares0.00%2026-03-312026-04-14

ADM ARCHER DANIELS MIDLAND CO4.8K shares-18.57%2026-03-312026-04-14

TJX TJX COS INC NEW2.2K shares0.00%2026-03-312026-04-14

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ESGU ISHARES TR2.3K shares48.70%2026-03-312026-04-14

XLK SELECT SECTOR SPDR TR2.5K shares0.00%2026-03-312026-04-14

ABT ABBOTT LABORATORIES3.1K shares-3.62%2026-03-312026-04-14

INDY ISHARES TR7.5K shares0.00%2026-03-312026-04-14

FDN FIRST TR EXCHANGE-TRADED FD1.3K shares21.46%2026-03-312026-04-14

BMY BRISTOL-MYERS SQUIBB CO5.2K shares-8.01%2026-03-312026-04-14

LOW LOWES COS INC1.3K shares-3.54%2026-03-312026-04-14

ACWV ISHARES INC2.6K shares0.00%2026-03-312026-04-14

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MPC MARATHON PETE CORP1.2K shares0.00%2026-03-312026-04-14

IJJ ISHARES TR2.2K shares0.00%2026-03-312026-04-14

XLV SELECT SECTOR SPDR TR2.0K shares-11.61%2026-03-312026-04-14

SHV ISHARES TR2.6K shares-10.15%2026-03-312026-04-14

IEI ISHARES TR2.4K shares1.48%2026-03-312026-04-14

VBK VANGUARD INDEX FDS933 shares0.00%2026-03-312026-04-14

MO ALTRIA GROUP INC4.3K shares0.00%2026-03-312026-04-14

FNDA SCHWAB STRATEGIC TR8.6K shares0.00%2026-03-312026-04-14

Sponsored

UPS UNITED PARCEL SVCS INC2.8K shares-2.79%2026-03-312026-04-14

EMHY ISHARES INC6.9K shares0.00%2026-03-312026-04-14

GNR SPDR INDEX SHS FDS3.6K shares0.00%2026-03-312026-04-14

META META PLATFORMS INC472 shares-1.67%2026-03-312026-04-14

HSY HERSHEY CO1.3K shares0.00%2026-03-312026-04-14

IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.91%2026-03-312026-04-14

IFRA ISHARES TR4.6K shares0.00%2026-03-312026-04-14

FALN ISHARES TR9.7K shares0.00%2026-03-312026-04-14

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IXUS ISHARES TR2.9K shares0.00%2026-03-312026-04-14

IWD ISHARES TR1.1K shares0.00%2026-03-312026-04-14

MXI ISHARES TR2.3K shares0.00%2026-03-312026-04-14

RXI ISHARES TR1.3K shares0.00%2026-03-312026-04-14

NFLX NETFLIX INC.2.5K shares-26.82%2026-03-312026-04-14

IJK ISHARES TR2.4K shares0.00%2026-03-312026-04-14

ISTB ISHARES TR4.9K shares5.41%2026-03-312026-04-14

XEL XCEL ENERGY INC2.9K shares0.00%2026-03-312026-04-14

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP670 shares-4.69%2026-03-312026-04-14

AIA ISHARES TR2.1K shares-8.64%2026-03-312026-04-14

NXPI NXP SEMICONDUCTORS N V1.1K shares-6.71%2026-03-312026-04-14

VSGX VANGUARD WORLD FD3.1K shares1.24%2026-03-312026-04-14

LOB LIVE OAK BANCSHARES INC6.7K shares-25.50%2026-03-312026-04-14

BKMC BNY MELLON ETF TRUST2.0K shares0.00%2026-03-312026-04-14

MA MASTERCARD INCORPORATED437 shares0.00%2026-03-312026-04-14

ALPHABET INC ALPHABET INC756 shares-5.50%2026-03-312026-04-14

Sponsored

BAC BANK AMERICA CORP4.3K shares0.05%2026-03-312026-04-14

LMT LOCKHEED MARTIN CORP336 sharesnew addition2026-03-312026-04-14

PGX INVESCO EXCH TRADED FD TR II16.0K shares0.00%2026-03-312026-04-14

WEST WESTROCK COFFEE CO12.1K shares0.00%2026-03-312026-04-14

VTI

VANGUARD INDEX FDS

-0.18%

Shares1.5M

Event2026-03-31

Filed2026-04-14

BND

VANGUARD BD INDEX FDS

6.09%

Shares1.9M

Event2026-03-31

Filed2026-04-14

VEA

VANGUARD TAX-MANAGED FDS

-0.14%

Shares1.4M

Event2026-03-31

Filed2026-04-14

VCIT

VANGUARD SCOTTSDALE FDS

3.98%

Shares837.7K

Event2026-03-31

Filed2026-04-14

VEU

VANGUARD INTL EQUITY INDEX F

-5.34%

Shares791.8K

Event2026-03-31

Filed2026-04-14

VWO

VANGUARD INTL EQUITY INDEX F

0.64%

Shares924.7K

Event2026-03-31

Filed2026-04-14

VCSH

VANGUARD SCOTTSDALE FDS

3.02%

Shares507.6K

Event2026-03-31

Filed2026-04-14

SPSM

SPDR SERIES TRUST

2.50%

Shares809.8K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

-1.71%

Shares99.4K

Event2026-03-31

Filed2026-04-14

SCHB

SCHWAB STRATEGIC TR

-3.30%

Shares1.0M

Event2026-03-31

Filed2026-04-14

VNQ

VANGUARD INDEX FDS

1.95%

Shares248.7K

Event2026-03-31

Filed2026-04-14

AGG

ISHARES TR

0.72%

Shares199.7K

Event2026-03-31

Filed2026-04-14

VPU

VANGUARD WORLD FD

-2.26%

Shares91.1K

Event2026-03-31

Filed2026-04-14

VGSH

VANGUARD SCOTTSDALE FDS

7.27%

Shares282.7K

Event2026-03-31

Filed2026-04-14

IVV

ISHARES TR

0.12%

Shares25.2K

Event2026-03-31

Filed2026-04-14

VDC

VANGUARD WORLD FD

-0.62%

Shares69.0K

Event2026-03-31

Filed2026-04-14

VYM

VANGUARD WHITEHALL FDS

-1.76%

Shares103.6K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

-0.22%

Shares52.9K

Event2026-03-31

Filed2026-04-14

BNDX

VANGUARD CHARLOTTE FDS

5.09%

Shares290.1K

Event2026-03-31

Filed2026-04-14

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares21.3K

Event2026-03-31

Filed2026-04-14

VIG

VANGUARD SPECIALIZED FUNDS

-0.71%

Shares57.9K

Event2026-03-31

Filed2026-04-14

SCHF

SCHWAB STRATEGIC TR

-3.35%

Shares490.8K

Event2026-03-31

Filed2026-04-14

IEMG

ISHARES INC

-2.26%

Shares163.5K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

-0.68%

Shares36.8K

Event2026-03-31

Filed2026-04-14

IGSB

ISHARES TR

0.10%

Shares186.6K

Event2026-03-31

Filed2026-04-14

MUB

ISHARES TR

0.59%

Shares87.3K

Event2026-03-31

Filed2026-04-14

IEFA

ISHARES TR

-6.52%

Shares101.7K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

-3.97%

Shares35.8K

Event2026-03-31

Filed2026-04-14

SCHA

SCHWAB STRATEGIC TR

-3.92%

Shares299.0K

Event2026-03-31

Filed2026-04-14

SCHM

SCHWAB STRATEGIC TR

-3.27%

Shares280.7K

Event2026-03-31

Filed2026-04-14

ITOT

ISHARES TR

-2.08%

Shares59.0K

Event2026-03-31

Filed2026-04-14

SCHX

SCHWAB STRATEGIC TR

0.20%

Shares305.2K

Event2026-03-31

Filed2026-04-14

SCHD

SCHWAB STRATEGIC TR

-0.08%

Shares242.4K

Event2026-03-31

Filed2026-04-14

IDEV

ISHARES TR

-3.21%

Shares88.3K

Event2026-03-31

Filed2026-04-14

BSV

VANGUARD BD INDEX FDS

15.86%

Shares91.1K

Event2026-03-31

Filed2026-04-14

SHY

ISHARES TR

0.91%

Shares85.8K

Event2026-03-31

Filed2026-04-14

IGIB

ISHARES TR

-1.57%

Shares114.5K

Event2026-03-31

Filed2026-04-14

VIOO

VANGUARD ADMIRAL FDS INC

-2.41%

Shares50.8K

Event2026-03-31

Filed2026-04-14

IVW

ISHARES TR

-0.26%

Shares50.0K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

-11.12%

Shares32.3K

Event2026-03-31

Filed2026-04-14

VTEB

VANGUARD MUN BD FDS

11.40%

Shares112.6K

Event2026-03-31

Filed2026-04-14

INVESCO QQQ TR

2.82%

Shares9.7K

Event2026-03-31

Filed2026-04-14

SCHE

SCHWAB STRATEGIC TR

-2.89%

Shares158.7K

Event2026-03-31

Filed2026-04-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares6

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

0.42%

Shares7.2K

Event2026-03-31

Filed2026-04-14

ISHARES GOLD TR

0.00%

Shares46.8K

Event2026-03-31

Filed2026-04-14

VGT

VANGUARD WORLD FD

-1.21%

Shares5.9K

Event2026-03-31

Filed2026-04-14

SPDW

SPDR INDEX SHS FDS

0.00%

Shares84.4K

Event2026-03-31

Filed2026-04-14

SCHC

SCHWAB STRATEGIC TR

-3.64%

Shares80.3K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

-1.86%

Shares9.2K

Event2026-03-31

Filed2026-04-14

MLPX

GLOBAL X FDS

-1.58%

Shares44.7K

Event2026-03-31

Filed2026-04-14

SCHZ

SCHWAB STRATEGIC TR

-0.93%

Shares141.0K

Event2026-03-31

Filed2026-04-14

VXUS

VANGUARD STAR FDS

0.96%

Shares40.8K

Event2026-03-31

Filed2026-04-14

ESGV

VANGUARD WORLD FD

-3.28%

Shares27.0K

Event2026-03-31

Filed2026-04-14

VOT

VANGUARD INDEX FDS

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-14

VSS

VANGUARD INTL EQUITY INDEX F

-0.24%

Shares18.6K

Event2026-03-31

Filed2026-04-14

JNJ

JOHNSON & JOHNSON

-0.24%

Shares10.8K

Event2026-03-31

Filed2026-04-14

USMV

ISHARES TR

-0.61%

Shares28.5K

Event2026-03-31

Filed2026-04-14

VBR

VANGUARD INDEX FDS

0.01%

Shares12.1K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

-1.67%

Shares15.2K

Event2026-03-31

Filed2026-04-14

IUSB

ISHARES TR

-0.03%

Shares55.4K

Event2026-03-31

Filed2026-04-14

PINNACLE FINL PARTNERS INC

New

Shares27.5K

Event2026-03-31

Filed2026-04-14

HOME DEPOT INC

-2.06%

Shares6.6K

Event2026-03-31

Filed2026-04-14

GDX

VANECK ETF TRUST

0.18%

Shares23.4K

Event2026-03-31

Filed2026-04-14

VWOB

VANGUARD WHITEHALL FDS

-0.15%

Shares32.5K

Event2026-03-31

Filed2026-04-14

INVESCO EXCHANGE TRADED FD T

-0.75%

Shares11.1K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

-7.72%

Shares10.0K

Event2026-03-31

Filed2026-04-14

IAGG

ISHARES TR

-1.11%

Shares41.7K

Event2026-03-31

Filed2026-04-14

IJR

ISHARES TR

0.00%

Shares16.5K

Event2026-03-31

Filed2026-04-14

TAN

INVESCO EXCH TRADED FD TR II

0.00%

Shares36.7K

Event2026-03-31

Filed2026-04-14

VCRB

VANGUARD MALVERN FDS

-2.94%

Shares26.3K

Event2026-03-31

Filed2026-04-14

VTV

VANGUARD INDEX FDS

0.30%

Shares10.3K

Event2026-03-31

Filed2026-04-14

CAT

CATERPILLAR INC

0.18%

Shares2.8K

Event2026-03-31

Filed2026-04-14

IVE

ISHARES TR

0.00%

Shares9.2K

Event2026-03-31

Filed2026-04-14

VDE

VANGUARD WORLD FD

-2.52%

Shares11.1K

Event2026-03-31

Filed2026-04-14

USHY

ISHARES TR

-1.97%

Shares52.0K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

0.14%

Shares6.4K

Event2026-03-31

Filed2026-04-14

SCHH

SCHWAB STRATEGIC TR

-4.65%

Shares87.3K

Event2026-03-31

Filed2026-04-14

MSTR

STRATEGY INC

-0.22%

Shares14.5K

Event2026-03-31

Filed2026-04-14

HDV

ISHARES TR

0.00%

Shares13.3K

Event2026-03-31

Filed2026-04-14

DVY

ISHARES TR

-3.56%

Shares11.5K

Event2026-03-31

Filed2026-04-14

IWM

ISHARES TR

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-14

DGRO

ISHARES TR

0.01%

Shares24.1K

Event2026-03-31

Filed2026-04-14

AMGN

AMGEN INC

-2.62%

Shares4.8K

Event2026-03-31

Filed2026-04-14

VOE

VANGUARD INDEX FDS

-4.25%

Shares8.8K

Event2026-03-31

Filed2026-04-14

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-14

SPSB

SPDR SERIES TRUST

0.00%

Shares53.3K

Event2026-03-31

Filed2026-04-14

EFA

ISHARES TR

15.42%

Shares16.4K

Event2026-03-31

Filed2026-04-14

VXF

VANGUARD INDEX FDS

-3.12%

Shares7.7K

Event2026-03-31

Filed2026-04-14

TSLA

TESLA INC

-7.13%

Shares4.1K

Event2026-03-31

Filed2026-04-14

IBB

ISHARES TR

-3.62%

Shares8.7K

Event2026-03-31

Filed2026-04-14

VANGUARD INTL EQUITY INDEX F

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-14

XLU

SELECT SECTOR SPDR TR

0.00%

Shares31.0K

Event2026-03-31

Filed2026-04-14

DEERE & CO

-7.34%

Shares2.5K

Event2026-03-31

Filed2026-04-14

IXN

ISHARES TR

-1.81%

Shares14.1K

Event2026-03-31

Filed2026-04-14

EMB

ISHARES TR

-15.59%

Shares15.0K

Event2026-03-31

Filed2026-04-14

WMT

WALMART INC

0.00%

Shares11.2K

Event2026-03-31

Filed2026-04-14

SMBK

SMARTFINANCIAL INC

0.00%

Shares34.9K

Event2026-03-31

Filed2026-04-14

VUG

VANGUARD INDEX FDS

-0.67%

Shares3.0K

Event2026-03-31

Filed2026-04-14

IWR

ISHARES TR

-1.78%

Shares13.2K

Event2026-03-31

Filed2026-04-14

USIG

ISHARES TR

1.51%

Shares24.9K

Event2026-03-31

Filed2026-04-14

XLRE

SELECT SECTOR SPDR TR

-1.66%

Shares31.0K

Event2026-03-31

Filed2026-04-14

IJH

ISHARES TR

-1.20%

Shares17.7K

Event2026-03-31

Filed2026-04-14

MCI

BARINGS CORPORATE INVS

0.00%

Shares68.1K

Event2026-03-31

Filed2026-04-14

SDY

SPDR SERIES TRUST

0.01%

Shares7.9K

Event2026-03-31

Filed2026-04-14

MERCK & CO INC

-1.44%

Shares9.1K

Event2026-03-31

Filed2026-04-14

IJT

ISHARES TR

11.63%

Shares7.3K

Event2026-03-31

Filed2026-04-14

TIP

ISHARES TR

-2.24%

Shares9.6K

Event2026-03-31

Filed2026-04-14

IYW

ISHARES TR

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-14

VTIP

VANGUARD MALVERN FDS

9.25%

Shares20.9K

Event2026-03-31

Filed2026-04-14

IETC

ISHARES U S ETF TR

0.00%

Shares11.7K

Event2026-03-31

Filed2026-04-14

KXI

ISHARES TR

0.00%

Shares15.4K

Event2026-03-31

Filed2026-04-14

JBL

JABIL INC

-6.67%

Shares3.9K

Event2026-03-31

Filed2026-04-14

EXI

ISHARES TR

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-14

ABBV

ABBVIE INC

0.11%

Shares4.7K

Event2026-03-31

Filed2026-04-14

VUSB

VANGUARD BD INDEX FDS

55.61%

Shares20.4K

Event2026-03-31

Filed2026-04-14

LLY

ELI LILLY & CO

-6.60%

Shares1.1K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

5.12%

Shares3.4K

Event2026-03-31

Filed2026-04-14

SMMV

ISHARES TR

0.00%

Shares22.4K

Event2026-03-31

Filed2026-04-14

STIP

ISHARES TR

0.00%

Shares9.4K

Event2026-03-31

Filed2026-04-14

IJS

ISHARES TR

-1.02%

Shares8.1K

Event2026-03-31

Filed2026-04-14

PROCTER & GAMBLE CO

0.02%

Shares6.7K

Event2026-03-31

Filed2026-04-14

ITA

ISHARES TR

-1.24%

Shares4.4K

Event2026-03-31

Filed2026-04-14

INVESCO EXCH TRADED FD TR II

0.00%

Shares12.8K

Event2026-03-31

Filed2026-04-14

XBI

SPDR SERIES TRUST

7.55%

Shares7.0K

Event2026-03-31

Filed2026-04-14

EEM

ISHARES TR

0.00%

Shares15.7K

Event2026-03-31

Filed2026-04-14

COST

COSTCO WHOLESALE CORPORATION

5.32%

Shares891

Event2026-03-31

Filed2026-04-14

IBDS

ISHARES TR

0.00%

Shares36.6K

Event2026-03-31

Filed2026-04-14

PFF

ISHARES TR

0.03%

Shares29.1K

Event2026-03-31

Filed2026-04-14

IEUR

ISHARES TR

0.00%

Shares12.4K

Event2026-03-31

Filed2026-04-14

GLD

SPDR GOLD TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-14

SOXX

ISHARES TR

-0.39%

Shares2.6K

Event2026-03-31

Filed2026-04-14

DJP

BARCLAYS BANK PLC

0.00%

Shares17.6K

Event2026-03-31

Filed2026-04-14

XLE

SELECT SECTOR SPDR TR

0.00%

Shares13.6K

Event2026-03-31

Filed2026-04-14

ADI

ANALOG DEVICES INC

-3.05%

Shares2.6K

Event2026-03-31

Filed2026-04-14

EFAV

ISHARES TR

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-14

VGIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares13.8K

Event2026-03-31

Filed2026-04-14

EPD

ENTERPRISE PRODS PARTNERS L

0.85%

Shares21.6K

Event2026-03-31

Filed2026-04-14

SUB

ISHARES TR

38.58%

Shares7.6K

Event2026-03-31

Filed2026-04-14

PSCT

INVESCO EXCH TRADED FD TR II

0.00%

Shares13.4K

Event2026-03-31

Filed2026-04-14

PEP

PEPSICO INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-14

COCA COLA CO

1.48%

Shares10.5K

Event2026-03-31

Filed2026-04-14

CSX

CSX CORP

0.00%

Shares19.5K

Event2026-03-31

Filed2026-04-14

VPL

VANGUARD INTL EQUITY INDEX F

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-14

MCO

MOODYS CORP

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-14

IBDR

ISHARES TR

0.00%

Shares29.6K

Event2026-03-31

Filed2026-04-14

RTX

RTX CORPORATION

-7.93%

Shares3.6K

Event2026-03-31

Filed2026-04-14

LQD

ISHARES TR

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-14

IGF

ISHARES TR

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-14

SCHG

SCHWAB STRATEGIC TR

0.23%

Shares21.4K

Event2026-03-31

Filed2026-04-14

VYMI

VANGUARD WHITEHALL FDS

0.69%

Shares6.6K

Event2026-03-31

Filed2026-04-14

SQM

SOCIEDAD QUIMICA Y MINERA DE

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-14

SPEM

SPDR INDEX SHS FDS

0.00%

Shares12.5K

Event2026-03-31

Filed2026-04-14

IWN

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-14

PHILIP MORRIS INTL INC

-3.63%

Shares3.5K

Event2026-03-31

Filed2026-04-14

IYH

ISHARES TR

0.01%

Shares9.4K

Event2026-03-31

Filed2026-04-14

UCB

UNITED CMNTY BKS BLAIRSVLE G

0.00%

Shares17.9K

Event2026-03-31

Filed2026-04-14

BROADCOM INC

15.74%

Shares1.8K

Event2026-03-31

Filed2026-04-14

EQT CORP

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-14

SHYG

ISHARES TR

0.00%

Shares12.9K

Event2026-03-31

Filed2026-04-14

EEMV

ISHARES INC

-0.30%

Shares8.2K

Event2026-03-31

Filed2026-04-14

SCHP

SCHWAB STRATEGIC TR

-10.54%

Shares18.7K

Event2026-03-31

Filed2026-04-14

VERIZON COMMUNICATIONS INC

-3.57%

Shares9.9K

Event2026-03-31

Filed2026-04-14

IYK

ISHARES TR

0.06%

Shares6.9K

Event2026-03-31

Filed2026-04-14

IYC

ISHARES TR

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-14

ISHARES TR

-3.87%

Shares6.6K

Event2026-03-31

Filed2026-04-14

JETS

ETF SER SOLUTIONS

0.00%

Shares18.1K

Event2026-03-31

Filed2026-04-14

IBIT

ISHARES BITCOIN TRUST ETF

-1.01%

Shares11.5K

Event2026-03-31

Filed2026-04-14

VHT

VANGUARD WORLD FD

0.12%

Shares1.6K

Event2026-03-31

Filed2026-04-14

HYG

ISHARES TR

-10.77%

Shares5.3K

Event2026-03-31

Filed2026-04-14

ASTRAZENECA PLC

New

Shares2.1K

Event2026-03-31

Filed2026-04-14

IYM

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-14

TFC

TRUIST FINL CORP

-8.45%

Shares9.1K

Event2026-03-31

Filed2026-04-14

SOUTHERN CO

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-14

IXJ

ISHARES TR

-10.66%

Shares4.4K

Event2026-03-31

Filed2026-04-14

ROYAL BK CDA

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-14

CSCO

CISCO SYS INC

0.02%

Shares5.2K

Event2026-03-31

Filed2026-04-14

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares13.3K

Event2026-03-31

Filed2026-04-14

XLF

SELECT SECTOR SPDR TR

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-14

IWF

ISHARES TR

0.00%

Shares936

Event2026-03-31

Filed2026-04-14

DUKE ENERGY CORP NEW

-0.79%

Shares3.0K

Event2026-03-31

Filed2026-04-14

CRS

CARPENTER TECHNOLOGY CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-14

AT&T INC

-7.59%

Shares12.9K

Event2026-03-31

Filed2026-04-14

JPST

J P MORGAN EXCHANGE TRADED F

-4.20%

Shares7.2K

Event2026-03-31

Filed2026-04-14

VISA INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-14

IBDT

ISHARES TR

0.00%

Shares14.1K

Event2026-03-31

Filed2026-04-14

CVX

CHEVRON CORPORATION

-9.58%

Shares1.7K

Event2026-03-31

Filed2026-04-14

IWO

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-14

IWS

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-14

IYJ

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-14

ADM

ARCHER DANIELS MIDLAND CO

-18.57%

Shares4.8K

Event2026-03-31

Filed2026-04-14

TJX

TJX COS INC NEW

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-14

ESGU

ISHARES TR

48.70%

Shares2.3K

Event2026-03-31

Filed2026-04-14

XLK

SELECT SECTOR SPDR TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-14

ABT

ABBOTT LABORATORIES

-3.62%

Shares3.1K

Event2026-03-31

Filed2026-04-14

INDY

ISHARES TR

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-14

FDN

FIRST TR EXCHANGE-TRADED FD

21.46%

Shares1.3K

Event2026-03-31

Filed2026-04-14

BMY

BRISTOL-MYERS SQUIBB CO

-8.01%

Shares5.2K

Event2026-03-31

Filed2026-04-14

LOW

LOWES COS INC

-3.54%

Shares1.3K

Event2026-03-31

Filed2026-04-14

ACWV

ISHARES INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-14

MPC

MARATHON PETE CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-14

IJJ

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-14

XLV

SELECT SECTOR SPDR TR

-11.61%

Shares2.0K

Event2026-03-31

Filed2026-04-14

SHV

ISHARES TR

-10.15%

Shares2.6K

Event2026-03-31

Filed2026-04-14

IEI

ISHARES TR

1.48%

Shares2.4K

Event2026-03-31

Filed2026-04-14

VBK

VANGUARD INDEX FDS

0.00%

Shares933

Event2026-03-31

Filed2026-04-14

ALTRIA GROUP INC

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-14

FNDA

SCHWAB STRATEGIC TR

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-14

UPS

UNITED PARCEL SVCS INC

-2.79%

Shares2.8K

Event2026-03-31

Filed2026-04-14

EMHY

ISHARES INC

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-14

GNR

SPDR INDEX SHS FDS

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-14