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The Analysis of Patten Group, Inc.'s Holdings & P&L

Currently, Patten Group, Inc. holds 296 types of securities in its portfolio with a total value $575.3M. In the most recent quarter, they have increased their positions in BRK.A (+24 shares, valued at $17.2M), N/A (+31.9K shares, valued at $15.3M), N/A (+30.1K shares, valued at $5.9M); decreased their positions in SPY (-886 shares, valued at $576.2K), IBKR (-8.3K shares, valued at $554.3K), IWF (-1.2K shares, valued at $515.9K); initiated new positions in BRK.A (+24 shares, valued at $17.2M), N/A (+30.1K shares, valued at $5.9M), N/A (+19.6K shares, valued at $1.7M).

1M P&L

-18.9M-3.42%

3M P&L

-24.9M-4.46%

HY P&L

-1.8M-0.34%

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/A225.4M

44.9%

2Semiconductors33.9M

6.8%

3Software - Infrastructure21.2M

4.2%

Top Industries by Stock Count

1N/A134 stocks

49.6%

2Semiconductors7 stocks

2.6%

3Drug Manufacturers - General6 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION163.0K shares2.01%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL46.3K shares220.56%2026-03-312026-04-24

BRK.A BERKSHIRE HATHAWAY INC DEL24 sharesnew addition2026-03-312026-04-24

AAPL APPLE INC66.4K shares1.58%2026-03-312026-04-24

MSFT MICROSOFT CORP42.8K shares2.55%2026-03-312026-04-24

KO COCA COLA CO176.1K shares0.57%2026-03-312026-04-24

V VISA INC38.5K shares-1.27%2026-03-312026-04-24

BROADCOM INC BROADCOM INC34.6K shares3.73%2026-03-312026-04-24

Sponsored

IWF ISHARES TR23.8K shares-4.84%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO30.3K shares0.46%2026-03-312026-04-24

RTX RTX CORPORATION37.8K shares0.45%2026-03-312026-04-24

IVV ISHARES TR10.9K shares-3.70%2026-03-312026-04-24

TIP ISHARES TR62.2K shares7.36%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T10.5K shares-7.80%2026-03-312026-04-24

KMB KIMBERLY-CLARK CORP62.4K shares-2.29%2026-03-312026-04-24

ASTRAZENECA PLC ASTRAZENECA PLC30.1K sharesnew addition2026-03-312026-04-24

Sponsored

JNJ JOHNSON & JOHNSON22.8K shares1.70%2026-03-312026-04-24

ALPHABET INC ALPHABET INC18.5K shares6.25%2026-03-312026-04-24

EATON CORP PLC EATON CORP PLC14.8K shares-0.34%2026-03-312026-04-24

NEM NEWMONT CORP46.4K shares-0.35%2026-03-312026-04-24

ALPHABET INC ALPHABET INC17.5K shares6.05%2026-03-312026-04-24

XOM EXXON MOBIL CORP29.5K shares1.58%2026-03-312026-04-24

CSCO CISCO SYS INC64.4K shares0.51%2026-03-312026-04-24

GLDM WORLD GOLD TR53.6K shares3.13%2026-03-312026-04-24

Sponsored

IEFA ISHARES TR51.4K shares1.45%2026-03-312026-04-24

AGG ISHARES TR45.5K shares1.06%2026-03-312026-04-24

JEPI J P MORGAN EXCHANGE TRADED F77.8K shares6.48%2026-03-312026-04-24

CVX CHEVRON CORPORATION20.8K shares-0.46%2026-03-312026-04-24

VCSH VANGUARD SCOTTSDALE FDS54.0K shares-4.80%2026-03-312026-04-24

BND VANGUARD BD INDEX FDS57.5K shares7.60%2026-03-312026-04-24

GLW CORNING INC30.4K shares-0.82%2026-03-312026-04-24

JCPB J P MORGAN EXCHANGE TRADED F87.0K shares7.20%2026-03-312026-04-24

Sponsored

JPST J P MORGAN EXCHANGE TRADED F76.8K shares-6.58%2026-03-312026-04-24

CB CHUBB LTD SWITZ11.8K shares-0.01%2026-03-312026-04-24

SUB ISHARES TR35.7K shares-6.68%2026-03-312026-04-24

GVI ISHARES TR35.6K shares0.85%2026-03-312026-04-24

LINDE PLC LINDE PLC7.5K shares-0.94%2026-03-312026-04-24

WMT WALMART INC28.8K shares0.88%2026-03-312026-04-24

EFG ISHARES TR31.6K shares8.67%2026-03-312026-04-24

AMZN AMAZON COM INC16.7K shares13.41%2026-03-312026-04-24

Sponsored

XYL XYLEM INC28.7K shares-0.85%2026-03-312026-04-24

EMR EMERSON ELEC CO25.9K shares-0.88%2026-03-312026-04-24

DTH WISDOMTREE TR62.2K shares45.54%2026-03-312026-04-24

VEU VANGUARD INTL EQUITY INDEX F44.6K shares3.70%2026-03-312026-04-24

BSV VANGUARD BD INDEX FDS42.0K shares-2.23%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC27.3K shares0.18%2026-03-312026-04-24

EFV ISHARES TR44.2K shares4.84%2026-03-312026-04-24

NEAR ISHARES U S ETF TR63.9K shares1.36%2026-03-312026-04-24

Sponsored

CARR CARRIER GLOBAL CORPORATION57.5K shares-4.13%2026-03-312026-04-24

BIL SPDR SERIES TRUST35.0K shares-8.30%2026-03-312026-04-24

VYM VANGUARD WHITEHALL FDS21.3K shares8.10%2026-03-312026-04-24

SCHP SCHWAB STRATEGIC TR112.7K shares19.56%2026-03-312026-04-24

RSPT INVESCO EXCHANGE TRADED FD T65.1K shares7.88%2026-03-312026-04-24

BAB INVESCO EXCH TRADED FD TR II108.5K shares3.72%2026-03-312026-04-24

FEOE RBB FUND TRUST57.2K shares38.50%2026-03-312026-04-24

NEE NEXTERA ENERGY INC31.0K shares-0.86%2026-03-312026-04-24

Sponsored

IDXX IDEXX LABS INC5.1K shares-0.12%2026-03-312026-04-24

GEV GE VERNOVA INC3.2K shares26.11%2026-03-312026-04-24

SYK STRYKER CORPORATION8.3K shares-1.09%2026-03-312026-04-24

NOC NORTHROP GRUMMAN CORP3.9K shares1.12%2026-03-312026-04-24

T AT&T INC90.0K shares0.50%2026-03-312026-04-24

NVS NOVARTIS AG17.0K shares-0.63%2026-03-312026-04-24

VO VANGUARD INDEX FDS8.9K shares-0.44%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC12.4K shares30.57%2026-03-312026-04-24

Sponsored

PVAL PUTNAM ETF TRUST53.9K shares11.75%2026-03-312026-04-24

VMC VULCAN MATLS CO9.2K shares-2.56%2026-03-312026-04-24

SLV ISHARES SILVER TR36.5K shares-3.82%2026-03-312026-04-24

BAC BANK AMERICA CORP50.8K shares0.64%2026-03-312026-04-24

IJH ISHARES TR36.5K shares-0.45%2026-03-312026-04-24

GLD SPDR GOLD TR5.7K shares0.25%2026-03-312026-04-24

DJP BARCLAYS BANK PLC49.9K shares19.68%2026-03-312026-04-24

CRWD CROWDSTRIKE HLDGS INC6.1K shares10.23%2026-03-312026-04-24

Sponsored

LLY ELI LILLY & CO2.6K shares3.56%2026-03-312026-04-24

MAR MARRIOTT INTL INC NEW7.1K shares3.31%2026-03-312026-04-24

BIV VANGUARD BD INDEX FDS29.1K shares-3.57%2026-03-312026-04-24

AMAT APPLIED MATLS INC6.5K shares6.83%2026-03-312026-04-24

MUNI PIMCO ETF TR41.8K shares-0.34%2026-03-312026-04-24

SHY ISHARES TR26.2K shares4.98%2026-03-312026-04-24

NSC NORFOLK SOUTHN CORP7.5K shares-0.23%2026-03-312026-04-24

PEP PEPSICO INC13.8K shares-1.87%2026-03-312026-04-24

Sponsored

QAI NEW YORK LIFE INVESTMENTS ET62.1K shares16.65%2026-03-312026-04-24

BILS SPDR SERIES TRUST20.6K shares-3.72%2026-03-312026-04-24

MUB ISHARES TR19.2K shares-1.48%2026-03-312026-04-24

FANG DIAMONDBACK ENERGY INC10.1K shares5.25%2026-03-312026-04-24

ECL ECOLAB INC7.5K shares-3.14%2026-03-312026-04-24

EPD ENTERPRISE PRODS PARTNERS L52.6K shares0.49%2026-03-312026-04-24

XLC SELECT SECTOR SPDR TR17.8K shares-7.51%2026-03-312026-04-24

LMBS FIRST TR EXCHANGE-TRADED FD39.3K shares2.97%2026-03-312026-04-24

Sponsored

ISRG INTUITIVE SURGICAL INC4.2K shares17.94%2026-03-312026-04-24

MTBA SIMPLIFY EXCHANGE TRADED FUN39.1K shares-1.16%2026-03-312026-04-24

FPE FIRST TR EXCH TRADED FD III107.9K shares-1.17%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS8.9K shares-0.43%2026-03-312026-04-24

BOND PIMCO ETF TR20.3K shares-2.46%2026-03-312026-04-24

WMB WILLIAMS COS INC25.3K shares0.82%2026-03-312026-04-24

URI UNITED RENTALS INC2.5K shares9.36%2026-03-312026-04-24

IXN ISHARES TR18.2K shares-9.53%2026-03-312026-04-24

Sponsored

IBM INTERNATIONAL BUSINESS MACHS7.3K shares-0.79%2026-03-312026-04-24

NFLX NETFLIX INC.18.4K shares-19.22%2026-03-312026-04-24

UBER UBER TECHNOLOGIES INC24.4K shares20.62%2026-03-312026-04-24

CSM PROSHARES TR23.0K shares-4.62%2026-03-312026-04-24

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC19.6K sharesnew addition2026-03-312026-04-24

ADSK AUTODESK INC6.9K shares-18.38%2026-03-312026-04-24

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW12.5K shares1.06%2026-03-312026-04-24

PG PROCTER & GAMBLE CO11.3K shares1.32%2026-03-312026-04-24

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.2K shares-1.64%2026-03-312026-04-24

FNDF SCHWAB STRATEGIC TR32.0K shares25.18%2026-03-312026-04-24

RF REGIONS FINANCIAL CORP NEW59.3K shares0.18%2026-03-312026-04-24

ENB ENBRIDGE INC28.2K shares3.57%2026-03-312026-04-24

EFA ISHARES TR15.7K shares5.78%2026-03-312026-04-24

FRDM EA SERIES TRUST27.8K shares9.73%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC28.9K shares3.12%2026-03-312026-04-24

VCIT VANGUARD SCOTTSDALE FDS17.4K shares-3.67%2026-03-312026-04-24

Sponsored

HON HONEYWELL INTL INC6.3K shares-0.40%2026-03-312026-04-24

TJX TJX COS INC NEW8.9K shares7.12%2026-03-312026-04-24

CAT CATERPILLAR INC2.0K shares0.87%2026-03-312026-04-24

PSX PHILLIPS 667.5K shares1.13%2026-03-312026-04-24

ITOT ISHARES TR9.6K shares-5.49%2026-03-312026-04-24

BMY BRISTOL-MYERS SQUIBB CO22.3K shares15.77%2026-03-312026-04-24

VEEV VEEVA SYS INC7.5K shares1.16%2026-03-312026-04-24

PANW PALO ALTO NETWORKS INC8.1K shares0.85%2026-03-312026-04-24

Sponsored

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC17.0K shares12.28%2026-03-312026-04-24

BJ BJS WHSL CLUB HLDGS INC13.1K shares6.66%2026-03-312026-04-24

FTLS FIRST TR EXCH TRADED FD III18.2K shares-19.66%2026-03-312026-04-24

HDV ISHARES TR9.2K shares1.51%2026-03-312026-04-24

AZO AUTOZONE INC366 shares-2.92%2026-03-312026-04-24

SPHD INVESCO EXCH TRADED FD TR II24.2K shares24.78%2026-03-312026-04-24

CL COLGATE PALMOLIVE CO13.8K shares1.43%2026-03-312026-04-24

LOW LOWES COS INC5.0K shares-0.80%2026-03-312026-04-24

Sponsored

QCOM QUALCOMM INC9.1K shares-20.84%2026-03-312026-04-24

FPX FIRST TR EXCHANGE-TRADED FD7.3K shares2.39%2026-03-312026-04-24

CWB SPDR SERIES TRUST12.4K shares-0.13%2026-03-312026-04-24

TFC TRUIST FINL CORP24.6K shares-2.71%2026-03-312026-04-24

VIGI VANGUARD WHITEHALL FDS12.6K shares-1.30%2026-03-312026-04-24

ACWI ISHARES TR7.9K shares0.94%2026-03-312026-04-24

COIN COINBASE GLOBAL INC6.3K shares114.48%2026-03-312026-04-24

IJT ISHARES TR7.5K shares27.03%2026-03-312026-04-24

Sponsored

RSG REPUBLIC SVCS INC5.0K shares8.68%2026-03-312026-04-24

ZTS ZOETIS INC9.0K shares6.64%2026-03-312026-04-24

SPMO INVESCO EXCH TRADED FD TR II9.5K shares-1.48%2026-03-312026-04-24

DOV DOVER CORP5.1K shares1.40%2026-03-312026-04-24

IJK ISHARES TR10.4K shares0.25%2026-03-312026-04-24

XMMO INVESCO EXCHANGE TRADED FD T6.9K shares2.60%2026-03-312026-04-24

ALC ALCON AG13.3K shares-6.63%2026-03-312026-04-24

IWD ISHARES TR4.6K shares-2.82%2026-03-312026-04-24

Sponsored

IWB ISHARES TR2.7K shares-9.34%2026-03-312026-04-24

JPUS J P MORGAN EXCHANGE TRADED F7.3K shares49.15%2026-03-312026-04-24

D DOMINION ENERGY INC15.1K shares-0.51%2026-03-312026-04-24

VGIT VANGUARD SCOTTSDALE FDS15.6K shares4.81%2026-03-312026-04-24

IGV ISHARES TR11.4K shares-32.98%2026-03-312026-04-24

IUSV ISHARES TR8.8K shares5.83%2026-03-312026-04-24

VTV VANGUARD INDEX FDS4.6K shares7.08%2026-03-312026-04-24

CNI CANADIAN NATL RY CO8.3K shares-0.23%2026-03-312026-04-24

Sponsored

ALLW SSGA ACTIVE TR29.5K sharesnew addition2026-03-312026-04-24

IEI ISHARES TR7.1K shares7.30%2026-03-312026-04-24

AMRZ AMRIZE LTD14.7K shares6.38%2026-03-312026-04-24

ORCL ORACLE CORP5.6K shares-7.57%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR1.4K shares-7.22%2026-03-312026-04-24

ROL ROLLINS INC14.9K shares88.05%2026-03-312026-04-24

VTI VANGUARD INDEX FDS2.4K shares-2.73%2026-03-312026-04-24

AWK AMERICAN WTR WKS CO INC NEW5.6K shares-0.14%2026-03-312026-04-24

Sponsored

WY WEYERHAEUSER CO31.0K shares9.68%2026-03-312026-04-24

SO SOUTHERN CO7.8K shares1.36%2026-03-312026-04-24

ABT ABBOTT LABORATORIES7.3K shares-2.75%2026-03-312026-04-24

HST HOST HOTELS & RESORTS INC38.8K shares1.71%2026-03-312026-04-24

COP CONOCOPHILLIPS5.4K shares1.55%2026-03-312026-04-24

TLT ISHARES TR8.3K shares-10.18%2026-03-312026-04-24

HD HOME DEPOT INC2.2K shares-0.55%2026-03-312026-04-24

SPYI NEOS ETF TRUST14.1K shares53.88%2026-03-312026-04-24

Sponsored

XLV SELECT SECTOR SPDR TR4.7K shares1.84%2026-03-312026-04-24

LMT LOCKHEED MARTIN CORP1.1K shares-22.06%2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC2.5K shares-31.85%2026-03-312026-04-24

VSS VANGUARD INTL EQUITY INDEX F4.4K shares16.30%2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC1.9K shares2.79%2026-03-312026-04-24

SPXX NUVEEN S&P 500 DYNAMIC OVERW39.9K sharesnew addition2026-03-312026-04-24

AXP AMERICAN EXPRESS CO2.1K shares24.30%2026-03-312026-04-24

FMB FIRST TR EXCH TRADED FD III12.5K shares8.72%2026-03-312026-04-24

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XLU SELECT SECTOR SPDR TR13.8K shares5.59%2026-03-312026-04-24

CITIGROUP INC CITIGROUP INC5.4K shares0.99%2026-03-312026-04-24

IWV ISHARES TR1.6K shares3.10%2026-03-312026-04-24

JQUA J P MORGAN EXCHANGE TRADED F9.9K shares-0.11%2026-03-312026-04-24

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F8.7K shares10.47%2026-03-312026-04-24

MU MICRON TECHNOLOGY INC1.7K sharesnew addition2026-03-312026-04-24

LITE LUMENTUM HLDGS INC824 sharesnew addition2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS8.9K shares4.52%2026-03-312026-04-24

Sponsored

JVAL J P MORGAN EXCHANGE TRADED F11.7K shares-1.52%2026-03-312026-04-24

GOVT ISHARES TR24.8K shares-1.55%2026-03-312026-04-24

JMOM J P MORGAN EXCHANGE TRADED F8.3K shares6.85%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE2.0K shares4.70%2026-03-312026-04-24

VYMI VANGUARD WHITEHALL FDS5.9K shares18.38%2026-03-312026-04-24

ATO ATMOS ENERGY CORP2.9K shares0.17%2026-03-312026-04-24

TTEK TETRA TECH INC NEW17.7K shares10.36%2026-03-312026-04-24

SJNK SPDR SERIES TRUST21.1K shares158.25%2026-03-312026-04-24

Sponsored

CORT CORCEPT THERAPEUTICS INC12.9K sharesnew addition2026-03-312026-04-24

PLD PROLOGIS INC.3.9K shares3.03%2026-03-312026-04-24

ARISTA NETWORKS INC ARISTA NETWORKS INC4.2K sharesnew addition2026-03-312026-04-24

FIX COMFORT SYS USA INC366 sharesnew addition2026-03-312026-04-24

SPTM SPDR SERIES TRUST6.3K shares-1.91%2026-03-312026-04-24

AXTI AXT INC8.8K sharesnew addition2026-03-312026-04-24

MELI MERCADOLIBRE INC281 shares53.55%2026-03-312026-04-24

IGM ISHARES TR4.1K shares-1.00%2026-03-312026-04-24

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MOAT VANECK ETF TRUST5.0K shares-22.03%2026-03-312026-04-24

VTR VENTAS INC5.9K shares0.53%2026-03-312026-04-24

DG DOLLAR GEN CORP4.0K shares12.52%2026-03-312026-04-24

FMDE FIDELITY COVINGTON TRUST13.2K shares23.65%2026-03-312026-04-24

ICSH ISHARES TR9.2K shares17.44%2026-03-312026-04-24

POWL POWELL INDS INC854 sharesnew addition2026-03-312026-04-24

ISHARES GOLD TR ISHARES GOLD TR5.2K shares1.16%2026-03-312026-04-24

TE CONNECTIVITY PLC TE CONNECTIVITY PLC2.2K shares-3.48%2026-03-312026-04-24

Sponsored

DNP DNP SELECT INCOME FD INC43.9K shares-1.11%2026-03-312026-04-24

SYM SYMBOTIC INC8.5K sharesnew addition2026-03-312026-04-24

STIP ISHARES TR4.3K shares-36.18%2026-03-312026-04-24

PM PHILIP MORRIS INTL INC2.7K shares21.35%2026-03-312026-04-24

MEDTRONIC PLC MEDTRONIC PLC5.1K shares-2.77%2026-03-312026-04-24

IBND SPDR SERIES TRUST14.3K shares6.78%2026-03-312026-04-24

UNP UNION PAC CORP1.8K shares3.66%2026-03-312026-04-24

USMV ISHARES TR4.7K shares-11.38%2026-03-312026-04-24

Sponsored

IDV ISHARES TR10.3K shares58.53%2026-03-312026-04-24

UNM UNUM GROUP6.0K shares0.44%2026-03-312026-04-24

TXUE THORNBURG ETF TR13.3K shares15.31%2026-03-312026-04-24

SRE SEMPRA4.4K shares0.99%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC2.8K sharesnew addition2026-03-312026-04-24

WSO WATSCO INC1.1K sharesnew addition2026-03-312026-04-24

CRBN ISHARES TR1.8K shares-4.48%2026-03-312026-04-24

EWA ISHARES INC14.4K shares43.96%2026-03-312026-04-24

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS670 shares-4.01%2026-03-312026-04-24

BUCK SIMPLIFY EXCHANGE TRADED FUN17.0K sharesnew addition2026-03-312026-04-24

CORZ CORE SCIENTIFIC INC NEW26.5K sharesnew addition2026-03-312026-04-24

SPYM SPDR SERIES TRUST5.2K shares-1.52%2026-03-312026-04-24

HDEF DBX ETF TR12.2K shares-1.36%2026-03-312026-04-24

BE BLOOM ENERGY CORP2.9K shares-1.60%2026-03-312026-04-24

EWP ISHARES INC7.2K shares-5.82%2026-03-312026-04-24

HUT 8 CORP HUT 8 CORP8.2K sharesnew addition2026-03-312026-04-24

Sponsored

JIRE J P MORGAN EXCHANGE TRADED F5.0K shares-1.47%2026-03-312026-04-24

REGL PROSHARES TR4.4K shares6.32%2026-03-312026-04-24

HCA HCA HEALTHCARE INC788 sharesnew addition2026-03-312026-04-24

ALAB ASTERA LABS INC3.4K sharesnew addition2026-03-312026-04-24

CHD CHURCH & DWIGHT CO INC3.9K shares-5.32%2026-03-312026-04-24

IGSB ISHARES TR6.9K shares-1.11%2026-03-312026-04-24

APLD APPLIED DIGITAL CORP15.2K sharesnew addition2026-03-312026-04-24

VIK VIKING HOLDINGS LTD4.9K sharesnew addition2026-03-312026-04-24

Sponsored

USA LIBERTY ALL STAR EQUITY FD63.8K shares-8.83%2026-03-312026-04-24

VLO VALERO ENERGY CORP1.4K shares0.78%2026-03-312026-04-24

MAA MID-AMER APT CMNTYS INC2.8K shares-13.92%2026-03-312026-04-24

BNDX VANGUARD CHARLOTTE FDS7.1K shares19.86%2026-03-312026-04-24

EWJ ISHARES INC4.0K shares3.50%2026-03-312026-04-24

ABBV ABBVIE INC1.5K shares11.62%2026-03-312026-04-24

EELV INVESCO EXCH TRADED FD TR II11.4K shares4.40%2026-03-312026-04-24

AIA ISHARES TR3.0K shares16.73%2026-03-312026-04-24

Sponsored

SRLN SSGA ACTIVE ETF TR7.8K shares-27.91%2026-03-312026-04-24

CHI CALAMOS CONV OPPORTUNITIES &29.2K shares0.00%2026-03-312026-04-24

VUG VANGUARD INDEX FDS718 shares-3.23%2026-03-312026-04-24

IEF ISHARES TR3.2K shares-12.27%2026-03-312026-04-24

TOTL SSGA ACTIVE ETF TR7.5K shares1.75%2026-03-312026-04-24

MCD MCDONALDS CORP952 shares6.85%2026-03-312026-04-24

RDDT REDDIT INC2.2K shares-2.56%2026-03-312026-04-24

PHDG INVESCO ACTIVELY MANAGED EXC7.5K shares-21.92%2026-03-312026-04-24

Sponsored

IWM ISHARES TR1.1K shares13.39%2026-03-312026-04-24

PHM PULTE GROUP INC2.4K shares0.00%2026-03-312026-04-24

SW SMURFIT WESTROCK PLC7.0K shares0.17%2026-03-312026-04-24

SNY SANOFI SA5.8K shares-0.46%2026-03-312026-04-24

BKV BKV CORP9.8K sharesnew addition2026-03-312026-04-24

CSL CARLISLE COS INC835 shares0.00%2026-03-312026-04-24

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.4K shares-24.83%2026-03-312026-04-24

FSLR FIRST SOLAR INC1.4K shares-0.43%2026-03-312026-04-24

Sponsored

MO ALTRIA GROUP INC4.2K shares4.00%2026-03-312026-04-24

AAOI APPLIED OPTOELECTRONICS INC3.2K sharesnew addition2026-03-312026-04-24

IJR ISHARES TR2.2K shares0.00%2026-03-312026-04-24

BHK BLACKROCK CORE BD TR29.1K shares-5.26%2026-03-312026-04-24

SCHB SCHWAB STRATEGIC TR10.3K shares-0.30%2026-03-312026-04-24

META META PLATFORMS INC453 sharesnew addition2026-03-312026-04-24

EEM ISHARES TR4.4K shares6.58%2026-03-312026-04-24

DON WISDOMTREE TR4.8K shares-1.37%2026-03-312026-04-24

Sponsored

PUTNAM ETF TRUST PUTNAM ETF TRUST21.5K shares0.00%2026-03-312026-04-24

COLD AMERICOLD REALTY TRUST INC21.3K shares6.82%2026-03-312026-04-24

USHY ISHARES TR6.6K shares4.17%2026-03-312026-04-24

QYLD GLOBAL X FDS14.0K shares-19.79%2026-03-312026-04-24

HLT HILTON WORLDWIDE HLDGS INC779 shares3.87%2026-03-312026-04-24

VOT VANGUARD INDEX FDS920 shares-29.23%2026-03-312026-04-24

SFNC SIMMONS FIRST NATL CORP12.1K shares0.56%2026-03-312026-04-24

IWP ISHARES TR1.8K shares-18.66%2026-03-312026-04-24

Sponsored

TEM TEMPUS AI INC5.1K sharesnew addition2026-03-312026-04-24

DBEF DBX ETF TR4.7K shares-3.73%2026-03-312026-04-24

IYW ISHARES TR1.2K shares0.00%2026-03-312026-04-24

VNQ VANGUARD INDEX FDS2.5K shares-3.23%2026-03-312026-04-24

DHR DANAHER CORP DEL1.2K shares0.26%2026-03-312026-04-24

NXPI NXP SEMICONDUCTORS N V1.1K shares-3.23%2026-03-312026-04-24

OUSTER INC OUSTER INC11.5K sharesnew addition2026-03-312026-04-24

HII HUNTINGTON INGALLS INDS INC557 sharesnew addition2026-03-312026-04-24

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP987 sharesnew addition2026-03-312026-04-24

MS MORGAN STANLEY1.3K shares-1.62%2026-03-312026-04-24

XLK SELECT SECTOR SPDR TR1.6K shares-11.10%2026-03-312026-04-24

IBKR INTERACTIVE BROKERS GROUP IN3.1K shares-72.63%2026-03-312026-04-24

STZ CONSTELLATION BRANDS INC1.4K sharesnew addition2026-03-312026-04-24

FLOT ISHARES TR4.0K shares-18.98%2026-03-312026-04-24

XLB SELECT SECTOR SPDR TR4.1K sharesnew addition2026-03-312026-04-24

MCK MCKESSON CORP232 sharesnew addition2026-03-312026-04-24

Sponsored

NVDA

NVIDIA CORPORATION

2.01%

Shares163.0K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

220.56%

Shares46.3K

Event2026-03-31

Filed2026-04-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

New

Shares24

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

1.58%

Shares66.4K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

2.55%

Shares42.8K

Event2026-03-31

Filed2026-04-24

COCA COLA CO

0.57%

Shares176.1K

Event2026-03-31

Filed2026-04-24

VISA INC

-1.27%

Shares38.5K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

3.73%

Shares34.6K

Event2026-03-31

Filed2026-04-24

IWF

ISHARES TR

-4.84%

Shares23.8K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

0.46%

Shares30.3K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

0.45%

Shares37.8K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

-3.70%

Shares10.9K

Event2026-03-31

Filed2026-04-24

TIP

ISHARES TR

7.36%

Shares62.2K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

-7.80%

Shares10.5K

Event2026-03-31

Filed2026-04-24

KMB

KIMBERLY-CLARK CORP

-2.29%

Shares62.4K

Event2026-03-31

Filed2026-04-24

ASTRAZENECA PLC

New

Shares30.1K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

1.70%

Shares22.8K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

6.25%

Shares18.5K

Event2026-03-31

Filed2026-04-24

EATON CORP PLC

-0.34%

Shares14.8K

Event2026-03-31

Filed2026-04-24

NEM

NEWMONT CORP

-0.35%

Shares46.4K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

6.05%

Shares17.5K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

1.58%

Shares29.5K

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYS INC

0.51%

Shares64.4K

Event2026-03-31

Filed2026-04-24

GLDM

WORLD GOLD TR

3.13%

Shares53.6K

Event2026-03-31

Filed2026-04-24

IEFA

ISHARES TR

1.45%

Shares51.4K

Event2026-03-31

Filed2026-04-24

AGG

ISHARES TR

1.06%

Shares45.5K

Event2026-03-31

Filed2026-04-24

JEPI

J P MORGAN EXCHANGE TRADED F

6.48%

Shares77.8K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

-0.46%

Shares20.8K

Event2026-03-31

Filed2026-04-24

VCSH

VANGUARD SCOTTSDALE FDS

-4.80%

Shares54.0K

Event2026-03-31

Filed2026-04-24

BND

VANGUARD BD INDEX FDS

7.60%

Shares57.5K

Event2026-03-31

Filed2026-04-24

GLW

CORNING INC

-0.82%

Shares30.4K

Event2026-03-31

Filed2026-04-24

JCPB

J P MORGAN EXCHANGE TRADED F

7.20%

Shares87.0K

Event2026-03-31

Filed2026-04-24

JPST

J P MORGAN EXCHANGE TRADED F

-6.58%

Shares76.8K

Event2026-03-31

Filed2026-04-24

CHUBB LTD SWITZ

-0.01%

Shares11.8K

Event2026-03-31

Filed2026-04-24

SUB

ISHARES TR

-6.68%

Shares35.7K

Event2026-03-31

Filed2026-04-24

GVI

ISHARES TR

0.85%

Shares35.6K

Event2026-03-31

Filed2026-04-24

LINDE PLC

-0.94%

Shares7.5K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

0.88%

Shares28.8K

Event2026-03-31

Filed2026-04-24

EFG

ISHARES TR

8.67%

Shares31.6K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

13.41%

Shares16.7K

Event2026-03-31

Filed2026-04-24

XYL

XYLEM INC

-0.85%

Shares28.7K

Event2026-03-31

Filed2026-04-24

EMR

EMERSON ELEC CO

-0.88%

Shares25.9K

Event2026-03-31

Filed2026-04-24

DTH

WISDOMTREE TR

45.54%

Shares62.2K

Event2026-03-31

Filed2026-04-24

VEU

VANGUARD INTL EQUITY INDEX F

3.70%

Shares44.6K

Event2026-03-31

Filed2026-04-24

BSV

VANGUARD BD INDEX FDS

-2.23%

Shares42.0K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

0.18%

Shares27.3K

Event2026-03-31

Filed2026-04-24

EFV

ISHARES TR

4.84%

Shares44.2K

Event2026-03-31

Filed2026-04-24

NEAR

ISHARES U S ETF TR

1.36%

Shares63.9K

Event2026-03-31

Filed2026-04-24

CARR

CARRIER GLOBAL CORPORATION

-4.13%

Shares57.5K

Event2026-03-31

Filed2026-04-24

BIL

SPDR SERIES TRUST

-8.30%

Shares35.0K

Event2026-03-31

Filed2026-04-24

VYM

VANGUARD WHITEHALL FDS

8.10%

Shares21.3K

Event2026-03-31

Filed2026-04-24

SCHP

SCHWAB STRATEGIC TR

19.56%

Shares112.7K

Event2026-03-31

Filed2026-04-24

RSPT

INVESCO EXCHANGE TRADED FD T

7.88%

Shares65.1K

Event2026-03-31

Filed2026-04-24

BAB

INVESCO EXCH TRADED FD TR II

3.72%

Shares108.5K

Event2026-03-31

Filed2026-04-24

FEOE

RBB FUND TRUST

38.50%

Shares57.2K

Event2026-03-31

Filed2026-04-24

NEE

NEXTERA ENERGY INC

-0.86%

Shares31.0K

Event2026-03-31

Filed2026-04-24

IDXX

IDEXX LABS INC

-0.12%

Shares5.1K

Event2026-03-31

Filed2026-04-24

GEV

GE VERNOVA INC

26.11%

Shares3.2K

Event2026-03-31

Filed2026-04-24

SYK

STRYKER CORPORATION

-1.09%

Shares8.3K

Event2026-03-31

Filed2026-04-24

NOC

NORTHROP GRUMMAN CORP

1.12%

Shares3.9K

Event2026-03-31

Filed2026-04-24

AT&T INC

0.50%

Shares90.0K

Event2026-03-31

Filed2026-04-24

NVS

NOVARTIS AG

-0.63%

Shares17.0K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-0.44%

Shares8.9K

Event2026-03-31

Filed2026-04-24

AMD

ADVANCED MICRO DEVICES INC

30.57%

Shares12.4K

Event2026-03-31

Filed2026-04-24

PVAL

PUTNAM ETF TRUST

11.75%

Shares53.9K

Event2026-03-31

Filed2026-04-24

VMC

VULCAN MATLS CO

-2.56%

Shares9.2K

Event2026-03-31

Filed2026-04-24

SLV

ISHARES SILVER TR

-3.82%

Shares36.5K

Event2026-03-31

Filed2026-04-24

BAC

BANK AMERICA CORP

0.64%

Shares50.8K

Event2026-03-31

Filed2026-04-24

IJH

ISHARES TR

-0.45%

Shares36.5K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD TR

0.25%

Shares5.7K

Event2026-03-31

Filed2026-04-24

DJP

BARCLAYS BANK PLC

19.68%

Shares49.9K

Event2026-03-31

Filed2026-04-24

CRWD

CROWDSTRIKE HLDGS INC

10.23%

Shares6.1K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

3.56%

Shares2.6K

Event2026-03-31

Filed2026-04-24

MAR

MARRIOTT INTL INC NEW

3.31%

Shares7.1K

Event2026-03-31

Filed2026-04-24

BIV

VANGUARD BD INDEX FDS

-3.57%

Shares29.1K

Event2026-03-31

Filed2026-04-24

AMAT

APPLIED MATLS INC

6.83%

Shares6.5K

Event2026-03-31

Filed2026-04-24

MUNI

PIMCO ETF TR

-0.34%

Shares41.8K

Event2026-03-31

Filed2026-04-24

SHY

ISHARES TR

4.98%

Shares26.2K

Event2026-03-31

Filed2026-04-24

NSC

NORFOLK SOUTHN CORP

-0.23%

Shares7.5K

Event2026-03-31

Filed2026-04-24

PEP

PEPSICO INC

-1.87%

Shares13.8K

Event2026-03-31

Filed2026-04-24

QAI

NEW YORK LIFE INVESTMENTS ET

16.65%

Shares62.1K

Event2026-03-31

Filed2026-04-24

BILS

SPDR SERIES TRUST

-3.72%

Shares20.6K

Event2026-03-31

Filed2026-04-24

MUB

ISHARES TR

-1.48%

Shares19.2K

Event2026-03-31

Filed2026-04-24

FANG

DIAMONDBACK ENERGY INC

5.25%

Shares10.1K

Event2026-03-31

Filed2026-04-24

ECL

ECOLAB INC

-3.14%

Shares7.5K

Event2026-03-31

Filed2026-04-24

EPD

ENTERPRISE PRODS PARTNERS L

0.49%

Shares52.6K

Event2026-03-31

Filed2026-04-24

XLC

SELECT SECTOR SPDR TR

-7.51%

Shares17.8K

Event2026-03-31

Filed2026-04-24

LMBS

FIRST TR EXCHANGE-TRADED FD

2.97%

Shares39.3K

Event2026-03-31

Filed2026-04-24

ISRG

INTUITIVE SURGICAL INC

17.94%

Shares4.2K

Event2026-03-31

Filed2026-04-24

MTBA

SIMPLIFY EXCHANGE TRADED FUN

-1.16%

Shares39.1K

Event2026-03-31

Filed2026-04-24

FPE

FIRST TR EXCH TRADED FD III

-1.17%

Shares107.9K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

-0.43%

Shares8.9K

Event2026-03-31

Filed2026-04-24

BOND

PIMCO ETF TR

-2.46%

Shares20.3K

Event2026-03-31

Filed2026-04-24

WMB

WILLIAMS COS INC

0.82%

Shares25.3K

Event2026-03-31

Filed2026-04-24

URI

UNITED RENTALS INC

9.36%

Shares2.5K

Event2026-03-31

Filed2026-04-24

IXN

ISHARES TR

-9.53%

Shares18.2K

Event2026-03-31

Filed2026-04-24

IBM

INTERNATIONAL BUSINESS MACHS

-0.79%

Shares7.3K

Event2026-03-31

Filed2026-04-24

NFLX

NETFLIX INC.

-19.22%

Shares18.4K

Event2026-03-31

Filed2026-04-24

UBER

UBER TECHNOLOGIES INC

20.62%

Shares24.4K

Event2026-03-31

Filed2026-04-24

CSM

PROSHARES TR

-4.62%

Shares23.0K

Event2026-03-31

Filed2026-04-24

PINNACLE FINL PARTNERS INC

New

Shares19.6K

Event2026-03-31

Filed2026-04-24

ADSK

AUTODESK INC

-18.38%

Shares6.9K

Event2026-03-31

Filed2026-04-24

DUKE ENERGY CORP NEW

1.06%

Shares12.5K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

1.32%

Shares11.3K

Event2026-03-31

Filed2026-04-24

INVESCO EXCHANGE TRADED FD T

-1.64%

Shares8.2K

Event2026-03-31

Filed2026-04-24

FNDF

SCHWAB STRATEGIC TR

25.18%

Shares32.0K

Event2026-03-31

Filed2026-04-24

REGIONS FINANCIAL CORP NEW

0.18%

Shares59.3K

Event2026-03-31

Filed2026-04-24

ENB

ENBRIDGE INC

3.57%

Shares28.2K

Event2026-03-31

Filed2026-04-24

EFA

ISHARES TR

5.78%

Shares15.7K

Event2026-03-31

Filed2026-04-24

FRDM

EA SERIES TRUST

9.73%

Shares27.8K

Event2026-03-31

Filed2026-04-24

VERIZON COMMUNICATIONS INC

3.12%

Shares28.9K

Event2026-03-31

Filed2026-04-24

VCIT

VANGUARD SCOTTSDALE FDS

-3.67%

Shares17.4K

Event2026-03-31

Filed2026-04-24

HON

HONEYWELL INTL INC

-0.40%

Shares6.3K

Event2026-03-31

Filed2026-04-24

TJX

TJX COS INC NEW

7.12%

Shares8.9K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

0.87%

Shares2.0K

Event2026-03-31

Filed2026-04-24

PSX

PHILLIPS 66

1.13%

Shares7.5K

Event2026-03-31

Filed2026-04-24

ITOT

ISHARES TR

-5.49%

Shares9.6K

Event2026-03-31

Filed2026-04-24

BMY

BRISTOL-MYERS SQUIBB CO

15.77%

Shares22.3K

Event2026-03-31

Filed2026-04-24

VEEV

VEEVA SYS INC

1.16%

Shares7.5K

Event2026-03-31

Filed2026-04-24

PANW

PALO ALTO NETWORKS INC

0.85%

Shares8.1K

Event2026-03-31

Filed2026-04-24

SOLSTICE ADVANCED MATLS INC

12.28%

Shares17.0K

Event2026-03-31

Filed2026-04-24

BJS WHSL CLUB HLDGS INC

6.66%

Shares13.1K

Event2026-03-31

Filed2026-04-24

FTLS

FIRST TR EXCH TRADED FD III

-19.66%

Shares18.2K

Event2026-03-31

Filed2026-04-24

HDV

ISHARES TR

1.51%

Shares9.2K

Event2026-03-31

Filed2026-04-24

AZO

AUTOZONE INC

-2.92%

Shares366

Event2026-03-31

Filed2026-04-24

SPHD

INVESCO EXCH TRADED FD TR II

24.78%

Shares24.2K

Event2026-03-31

Filed2026-04-24

COLGATE PALMOLIVE CO

1.43%

Shares13.8K

Event2026-03-31

Filed2026-04-24

LOW

LOWES COS INC

-0.80%

Shares5.0K

Event2026-03-31

Filed2026-04-24

QCOM

QUALCOMM INC

-20.84%

Shares9.1K

Event2026-03-31

Filed2026-04-24

FPX

FIRST TR EXCHANGE-TRADED FD

2.39%

Shares7.3K

Event2026-03-31

Filed2026-04-24

CWB

SPDR SERIES TRUST

-0.13%

Shares12.4K

Event2026-03-31

Filed2026-04-24

TFC

TRUIST FINL CORP

-2.71%

Shares24.6K

Event2026-03-31

Filed2026-04-24

VIGI

VANGUARD WHITEHALL FDS

-1.30%

Shares12.6K

Event2026-03-31

Filed2026-04-24

ACWI

ISHARES TR

0.94%

Shares7.9K

Event2026-03-31

Filed2026-04-24

COIN

COINBASE GLOBAL INC

114.48%

Shares6.3K

Event2026-03-31

Filed2026-04-24

IJT

ISHARES TR

27.03%

Shares7.5K

Event2026-03-31

Filed2026-04-24

RSG

REPUBLIC SVCS INC

8.68%

Shares5.0K

Event2026-03-31

Filed2026-04-24

ZTS

ZOETIS INC

6.64%

Shares9.0K

Event2026-03-31

Filed2026-04-24

SPMO

INVESCO EXCH TRADED FD TR II

-1.48%

Shares9.5K

Event2026-03-31

Filed2026-04-24

DOV

DOVER CORP

1.40%

Shares5.1K

Event2026-03-31

Filed2026-04-24

IJK

ISHARES TR

0.25%

Shares10.4K

Event2026-03-31

Filed2026-04-24

XMMO

INVESCO EXCHANGE TRADED FD T

2.60%

Shares6.9K

Event2026-03-31

Filed2026-04-24

ALC

ALCON AG

-6.63%

Shares13.3K

Event2026-03-31

Filed2026-04-24

IWD

ISHARES TR

-2.82%

Shares4.6K

Event2026-03-31

Filed2026-04-24

IWB

ISHARES TR

-9.34%

Shares2.7K

Event2026-03-31

Filed2026-04-24

JPUS

J P MORGAN EXCHANGE TRADED F

49.15%

Shares7.3K

Event2026-03-31

Filed2026-04-24

DOMINION ENERGY INC

-0.51%

Shares15.1K

Event2026-03-31

Filed2026-04-24

VGIT

VANGUARD SCOTTSDALE FDS

4.81%

Shares15.6K

Event2026-03-31

Filed2026-04-24

IGV

ISHARES TR

-32.98%

Shares11.4K

Event2026-03-31

Filed2026-04-24

IUSV

ISHARES TR

5.83%

Shares8.8K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

7.08%

Shares4.6K

Event2026-03-31

Filed2026-04-24

CNI

CANADIAN NATL RY CO

-0.23%

Shares8.3K

Event2026-03-31

Filed2026-04-24

ALLW

SSGA ACTIVE TR

New

Shares29.5K

Event2026-03-31

Filed2026-04-24

IEI

ISHARES TR

7.30%

Shares7.1K

Event2026-03-31

Filed2026-04-24

AMRZ

AMRIZE LTD

6.38%

Shares14.7K

Event2026-03-31

Filed2026-04-24

ORCL

ORACLE CORP

-7.57%

Shares5.6K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

-7.22%

Shares1.4K

Event2026-03-31

Filed2026-04-24

ROL

ROLLINS INC

88.05%

Shares14.9K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

-2.73%

Shares2.4K

Event2026-03-31

Filed2026-04-24

AWK

AMERICAN WTR WKS CO INC NEW

-0.14%

Shares5.6K

Event2026-03-31

Filed2026-04-24

WEYERHAEUSER CO

9.68%

Shares31.0K

Event2026-03-31

Filed2026-04-24

SOUTHERN CO

1.36%

Shares7.8K

Event2026-03-31

Filed2026-04-24

ABT

ABBOTT LABORATORIES

-2.75%

Shares7.3K

Event2026-03-31

Filed2026-04-24

HST

HOST HOTELS & RESORTS INC

1.71%

Shares38.8K

Event2026-03-31

Filed2026-04-24

COP

CONOCOPHILLIPS

1.55%

Shares5.4K

Event2026-03-31

Filed2026-04-24

TLT

ISHARES TR

-10.18%

Shares8.3K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

-0.55%

Shares2.2K

Event2026-03-31

Filed2026-04-24

SPYI

NEOS ETF TRUST

53.88%

Shares14.1K

Event2026-03-31

Filed2026-04-24

XLV

SELECT SECTOR SPDR TR

1.84%

Shares4.7K

Event2026-03-31

Filed2026-04-24

LMT

LOCKHEED MARTIN CORP

-22.06%

Shares1.1K

Event2026-03-31

Filed2026-04-24

UNH

UNITEDHEALTH GROUP INC

-31.85%

Shares2.5K

Event2026-03-31

Filed2026-04-24

VSS

VANGUARD INTL EQUITY INDEX F

16.30%

Shares4.4K

Event2026-03-31

Filed2026-04-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.79%

Shares1.9K

Event2026-03-31

Filed2026-04-24

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

New

Shares39.9K

Event2026-03-31

Filed2026-04-24

AXP

AMERICAN EXPRESS CO

24.30%

Shares2.1K

Event2026-03-31

Filed2026-04-24

FMB

FIRST TR EXCH TRADED FD III

8.72%

Shares12.5K

Event2026-03-31

Filed2026-04-24

XLU

SELECT SECTOR SPDR TR

5.59%

Shares13.8K

Event2026-03-31

Filed2026-04-24

CITIGROUP INC

0.99%

Shares5.4K

Event2026-03-31

Filed2026-04-24

IWV

ISHARES TR

3.10%

Shares1.6K

Event2026-03-31

Filed2026-04-24

JQUA

J P MORGAN EXCHANGE TRADED F

-0.11%

Shares9.9K

Event2026-03-31

Filed2026-04-24

J P MORGAN EXCHANGE TRADED F

10.47%

Shares8.7K

Event2026-03-31

Filed2026-04-24

MICRON TECHNOLOGY INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-24

LITE

LUMENTUM HLDGS INC

New

Shares824

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

4.52%

Shares8.9K

Event2026-03-31

Filed2026-04-24

JVAL

J P MORGAN EXCHANGE TRADED F

-1.52%

Shares11.7K

Event2026-03-31

Filed2026-04-24

GOVT

ISHARES TR

-1.55%

Shares24.8K

Event2026-03-31

Filed2026-04-24

JMOM

J P MORGAN EXCHANGE TRADED F

6.85%

Shares8.3K

Event2026-03-31

Filed2026-04-24

GE AEROSPACE

4.70%

Shares2.0K

Event2026-03-31

Filed2026-04-24

VYMI

VANGUARD WHITEHALL FDS

18.38%

Shares5.9K

Event2026-03-31

Filed2026-04-24

ATO

ATMOS ENERGY CORP

0.17%

Shares2.9K

Event2026-03-31

Filed2026-04-24

TTEK

TETRA TECH INC NEW

10.36%

Shares17.7K

Event2026-03-31

Filed2026-04-24

SJNK

SPDR SERIES TRUST

158.25%

Shares21.1K

Event2026-03-31

Filed2026-04-24

CORT

CORCEPT THERAPEUTICS INC

New

Shares12.9K

Event2026-03-31

Filed2026-04-24

PLD

PROLOGIS INC.

3.03%

Shares3.9K

Event2026-03-31

Filed2026-04-24

ARISTA NETWORKS INC

New

Shares4.2K

Event2026-03-31

Filed2026-04-24

FIX

COMFORT SYS USA INC

New

Shares366

Event2026-03-31

Filed2026-04-24

SPTM

SPDR SERIES TRUST

-1.91%

Shares6.3K

Event2026-03-31

Filed2026-04-24

AXTI

AXT INC

New

Shares8.8K

Event2026-03-31

Filed2026-04-24

MELI

MERCADOLIBRE INC

53.55%

Shares281

Event2026-03-31

Filed2026-04-24

IGM

ISHARES TR

-1.00%

Shares4.1K

Event2026-03-31

Filed2026-04-24

MOAT

VANECK ETF TRUST

-22.03%

Shares5.0K

Event2026-03-31

Filed2026-04-24

VTR

VENTAS INC

0.53%

Shares5.9K

Event2026-03-31

Filed2026-04-24

DOLLAR GEN CORP

12.52%

Shares4.0K

Event2026-03-31

Filed2026-04-24

FMDE

FIDELITY COVINGTON TRUST

23.65%

Shares13.2K

Event2026-03-31

Filed2026-04-24

ICSH

ISHARES TR

17.44%

Shares9.2K

Event2026-03-31

Filed2026-04-24

POWL

POWELL INDS INC

New

Shares854

Event2026-03-31

Filed2026-04-24

ISHARES GOLD TR

1.16%

Shares5.2K

Event2026-03-31

Filed2026-04-24

TE CONNECTIVITY PLC

-3.48%

Shares2.2K

Event2026-03-31

Filed2026-04-24

DNP

DNP SELECT INCOME FD INC

-1.11%

Shares43.9K

Event2026-03-31

Filed2026-04-24

SYM

SYMBOTIC INC

New

Shares8.5K

Event2026-03-31

Filed2026-04-24

STIP

ISHARES TR

-36.18%

Shares4.3K

Event2026-03-31

Filed2026-04-24

PHILIP MORRIS INTL INC

21.35%

Shares2.7K

Event2026-03-31

Filed2026-04-24

MEDTRONIC PLC

-2.77%

Shares5.1K

Event2026-03-31

Filed2026-04-24

IBND

SPDR SERIES TRUST

6.78%

Shares14.3K

Event2026-03-31

Filed2026-04-24

UNP

UNION PAC CORP

3.66%

Shares1.8K

Event2026-03-31

Filed2026-04-24

USMV

ISHARES TR

-11.38%

Shares4.7K

Event2026-03-31

Filed2026-04-24

IDV

ISHARES TR

58.53%

Shares10.3K

Event2026-03-31

Filed2026-04-24

UNM

UNUM GROUP

0.44%

Shares6.0K

Event2026-03-31

Filed2026-04-24

TXUE

THORNBURG ETF TR

15.31%

Shares13.3K

Event2026-03-31

Filed2026-04-24

SRE

SEMPRA

0.99%

Shares4.4K

Event2026-03-31

Filed2026-04-24

PLTR

PALANTIR TECHNOLOGIES INC

New

Shares2.8K

Event2026-03-31

Filed2026-04-24

WSO

WATSCO INC

New

Shares1.1K

Event2026-03-31

Filed2026-04-24

CRBN

ISHARES TR

-4.48%

Shares1.8K

Event2026-03-31

Filed2026-04-24

EWA

ISHARES INC

43.96%

Shares14.4K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-4.01%

Shares670

Event2026-03-31

Filed2026-04-24

BUCK

SIMPLIFY EXCHANGE TRADED FUN

New

Shares17.0K

Event2026-03-31

Filed2026-04-24

CORZ

CORE SCIENTIFIC INC NEW

New

Shares26.5K

Event2026-03-31

Filed2026-04-24

SPYM

SPDR SERIES TRUST

-1.52%

Shares5.2K

Event2026-03-31

Filed2026-04-24

HDEF

DBX ETF TR

-1.36%

Shares12.2K

Event2026-03-31

Filed2026-04-24

BLOOM ENERGY CORP

-1.60%

Shares2.9K

Event2026-03-31

Filed2026-04-24

EWP

ISHARES INC

-5.82%

Shares7.2K

Event2026-03-31

Filed2026-04-24

HUT 8 CORP

New

Shares8.2K

Event2026-03-31

Filed2026-04-24

JIRE

J P MORGAN EXCHANGE TRADED F

-1.47%

Shares5.0K

Event2026-03-31

Filed2026-04-24

REGL

PROSHARES TR

6.32%

Shares4.4K

Event2026-03-31

Filed2026-04-24

HCA

HCA HEALTHCARE INC

New

Shares788

Event2026-03-31

Filed2026-04-24

ALAB

ASTERA LABS INC

New

Shares3.4K

Event2026-03-31

Filed2026-04-24

CHD

CHURCH & DWIGHT CO INC

-5.32%

Shares3.9K

Event2026-03-31

Filed2026-04-24

IGSB

ISHARES TR

-1.11%

Shares6.9K

Event2026-03-31

Filed2026-04-24

APLD

APPLIED DIGITAL CORP

New

Shares15.2K

Event2026-03-31

Filed2026-04-24

VIK

VIKING HOLDINGS LTD

New

Shares4.9K

Event2026-03-31

Filed2026-04-24

USA

LIBERTY ALL STAR EQUITY FD

-8.83%

Shares63.8K

Event2026-03-31

Filed2026-04-24

VLO

VALERO ENERGY CORP

0.78%

Shares1.4K

Event2026-03-31

Filed2026-04-24

MAA

MID-AMER APT CMNTYS INC

-13.92%

Shares2.8K

Event2026-03-31

Filed2026-04-24

BNDX

VANGUARD CHARLOTTE FDS

19.86%

Shares7.1K

Event2026-03-31

Filed2026-04-24

EWJ

ISHARES INC

3.50%

Shares4.0K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC

11.62%

Shares1.5K

Event2026-03-31

Filed2026-04-24

EELV

INVESCO EXCH TRADED FD TR II

4.40%

Shares11.4K

Event2026-03-31

Filed2026-04-24

AIA

ISHARES TR

16.73%

Shares3.0K

Event2026-03-31

Filed2026-04-24

SRLN

SSGA ACTIVE ETF TR

-27.91%

Shares7.8K

Event2026-03-31

Filed2026-04-24

CHI

CALAMOS CONV OPPORTUNITIES &

0.00%

Shares29.2K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

-3.23%

Shares718

Event2026-03-31

Filed2026-04-24

IEF

ISHARES TR

-12.27%

Shares3.2K

Event2026-03-31

Filed2026-04-24

TOTL

SSGA ACTIVE ETF TR

1.75%

Shares7.5K

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

6.85%

Shares952

Event2026-03-31

Filed2026-04-24

RDDT

REDDIT INC

-2.56%

Shares2.2K

Event2026-03-31

Filed2026-04-24

PHDG

INVESCO ACTIVELY MANAGED EXC

-21.92%

Shares7.5K

Event2026-03-31

Filed2026-04-24

IWM

ISHARES TR

13.39%

Shares1.1K

Event2026-03-31

Filed2026-04-24

PHM

PULTE GROUP INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-24

SMURFIT WESTROCK PLC

0.17%

Shares7.0K

Event2026-03-31

Filed2026-04-24

SNY

SANOFI SA

-0.46%

Shares5.8K

Event2026-03-31

Filed2026-04-24

BKV

BKV CORP

New

Shares9.8K

Event2026-03-31

Filed2026-04-24

CSL

CARLISLE COS INC

0.00%

Shares835

Event2026-03-31

Filed2026-04-24

ACCENTURE PLC IRELAND

-24.83%

Shares1.4K

Event2026-03-31

Filed2026-04-24

FSLR

FIRST SOLAR INC

-0.43%

Shares1.4K

Event2026-03-31

Filed2026-04-24

ALTRIA GROUP INC

4.00%

Shares4.2K

Event2026-03-31

Filed2026-04-24

AAOI

APPLIED OPTOELECTRONICS INC

New

Shares3.2K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-24

BHK

BLACKROCK CORE BD TR

-5.26%

Shares29.1K

Event2026-03-31

Filed2026-04-24

SCHB

SCHWAB STRATEGIC TR

-0.30%

Shares10.3K

Event2026-03-31

Filed2026-04-24