Sponsored

The Analysis of PATTEN & PATTEN INC/TN's Holdings & P&L

Currently, PATTEN & PATTEN INC/TN holds 338 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in CRWD (+12.2K shares, valued at $4.7M), GLD (+7.4K shares, valued at $3.2M), N/A (+31.6K shares, valued at $2.7M); decreased their positions in AAPL (-16.7K shares, valued at $4.2M), HELO (-32.1K shares, valued at $2.1M), TFC (-41.9K shares, valued at $1.9M); initiated new positions in N/A (+31.6K shares, valued at $2.7M), SPYG (+6.8K shares, valued at $667.0K), DOW (+7.5K shares, valued at $311.2K).

1M P&L

+53.7M+3.43%

3M P&L

+30.8M+1.94%

HY P&L

+100.0M+6.58%

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/A483.7M

32.1%

2Consumer Electronics157.7M

10.5%

3Drug Manufacturers - General79.7M

5.3%

Top Industries by Stock Count

1N/A136 stocks

43.2%

2Drug Manufacturers - General9 stocks

2.9%

3Semiconductors7 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC621.5K shares-2.62%2026-03-312026-05-01

ALPHABET INC ALPHABET INC201.3K shares-1.61%2026-03-312026-05-01

MSFT MICROSOFT CORP149.4K shares-0.84%2026-03-312026-05-01

IXN ISHARES TR543.2K shares-0.37%2026-03-312026-05-01

VGSH VANGUARD SCOTTSDALE FDS838.3K shares2.70%2026-03-312026-05-01

ABBV ABBVIE INC160.4K shares-1.48%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO117.0K shares-2.23%2026-03-312026-05-01

SW SMURFIT WESTROCK PLC774.2K shares-0.20%2026-03-312026-05-01

Sponsored

V VISA INC98.1K shares-0.55%2026-03-312026-05-01

RTX RTX CORPORATION147.6K shares-0.14%2026-03-312026-05-01

WMT WALMART INC218.5K shares-3.53%2026-03-312026-05-01

PGR PROGRESSIVE CORP134.2K shares-3.11%2026-03-312026-05-01

XOM EXXON MOBIL CORP141.9K shares2.85%2026-03-312026-05-01

TJX TJX COS INC NEW142.6K shares-1.83%2026-03-312026-05-01

COP CONOCOPHILLIPS170.8K shares-3.16%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON89.4K shares1.02%2026-03-312026-05-01

Sponsored

COST COSTCO WHOLESALE CORPORATION21.7K shares-1.48%2026-03-312026-05-01

LECO LINCOLN ELEC HLDGS INC86.3K shares0.00%2026-03-312026-05-01

ALPHABET INC ALPHABET INC74.7K shares-2.95%2026-03-312026-05-01

OEF ISHARES TR62.1K shares-1.24%2026-03-312026-05-01

GLD SPDR GOLD TR44.3K shares20.21%2026-03-312026-05-01

GSST GOLDMAN SACHS ETF TR368.0K shares-0.61%2026-03-312026-05-01

VCSH VANGUARD SCOTTSDALE FDS210.5K shares1.30%2026-03-312026-05-01

JEPI J P MORGAN EXCHANGE TRADED F276.1K shares-8.80%2026-03-312026-05-01

Sponsored

MGC VANGUARD WORLD FD65.0K shares3.34%2026-03-312026-05-01

TSCO TRACTOR SUPPLY CO333.9K shares-1.21%2026-03-312026-05-01

LPX LOUISIANA PAC CORP195.9K shares-0.03%2026-03-312026-05-01

ABT ABBOTT LABORATORIES136.9K shares-2.56%2026-03-312026-05-01

LLY ELI LILLY & CO15.2K shares-0.82%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T21.4K shares0.96%2026-03-312026-05-01

HEDJ WISDOMTREE TR263.2K shares0.22%2026-03-312026-05-01

IYF ISHARES TR116.9K shares-0.29%2026-03-312026-05-01

Sponsored

HELO J P MORGAN EXCHANGE TRADED F212.0K shares-13.15%2026-03-312026-05-01

GPIQ GOLDMAN SACHS ETF TR267.0K shares8.84%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS22.0K shares3.03%2026-03-312026-05-01

KO COCA COLA CO171.9K shares0.32%2026-03-312026-05-01

NEE NEXTERA ENERGY INC139.5K shares-1.54%2026-03-312026-05-01

KRE SPDR SERIES TRUST198.0K shares2.58%2026-03-312026-05-01

AMZN AMAZON COM INC59.6K shares27.60%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC45.0K shares-6.31%2026-03-312026-05-01

Sponsored

MERCK & CO INC MERCK & CO INC100.1K shares-1.34%2026-03-312026-05-01

EUAD SPINNAKER ETF SERIES272.4K shares7.86%2026-03-312026-05-01

PHM PULTE GROUP INC91.9K shares-4.87%2026-03-312026-05-01

CVX CHEVRON CORPORATION50.8K shares-0.39%2026-03-312026-05-01

NGVT INGEVITY CORP146.4K shares-0.53%2026-03-312026-05-01

SCHW SCHWAB CHARLES CORP109.5K shares2.87%2026-03-312026-05-01

TXN TEXAS INSTRS INC47.1K shares-4.66%2026-03-312026-05-01

IEI ISHARES TR76.8K shares25.47%2026-03-312026-05-01

Sponsored

EW EDWARDS LIFESCIENCES CORP111.5K shares-4.52%2026-03-312026-05-01

CSCO CISCO SYS INC114.3K shares-1.15%2026-03-312026-05-01

HD HOME DEPOT INC26.5K shares2.34%2026-03-312026-05-01

HON HONEYWELL INTL INC37.9K shares-0.55%2026-03-312026-05-01

HLT HILTON WORLDWIDE HLDGS INC27.9K shares-4.70%2026-03-312026-05-01

INTU INTUIT19.3K shares30.49%2026-03-312026-05-01

RSPT INVESCO EXCHANGE TRADED FD T181.8K shares-7.38%2026-03-312026-05-01

CRWD CROWDSTRIKE HLDGS INC20.1K shares153.04%2026-03-312026-05-01

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW59.7K shares2.68%2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC37.8K shares-5.95%2026-03-312026-05-01

EFA ISHARES TR78.9K shares24.10%2026-03-312026-05-01

AOS SMITH A O CORP115.3K shares-3.41%2026-03-312026-05-01

PEP PEPSICO INC48.9K shares-1.37%2026-03-312026-05-01

NVDA NVIDIA CORPORATION43.5K shares-0.36%2026-03-312026-05-01

BA BOEING CO37.4K shares6.43%2026-03-312026-05-01

BOND PIMCO ETF TR77.3K shares3.20%2026-03-312026-05-01

Sponsored

ORLY OREILLY AUTOMOTIVE INC75.5K shares-1.04%2026-03-312026-05-01

QCOM QUALCOMM INC54.0K shares-14.87%2026-03-312026-05-01

XLK SELECT SECTOR SPDR TR51.9K shares2.33%2026-03-312026-05-01

SHY ISHARES TR83.4K shares-4.67%2026-03-312026-05-01

CNI CANADIAN NATL RY CO64.9K shares-2.04%2026-03-312026-05-01

XLV SELECT SECTOR SPDR TR45.2K shares-0.25%2026-03-312026-05-01

HCA HCA HEALTHCARE INC13.4K shares-0.21%2026-03-312026-05-01

XLI SELECT SECTOR SPDR TR36.2K shares0.15%2026-03-312026-05-01

Sponsored

LOW LOWES COS INC23.9K shares-1.34%2026-03-312026-05-01

GEV GE VERNOVA INC6.4K shares0.93%2026-03-312026-05-01

NSC NORFOLK SOUTHN CORP19.0K shares0.63%2026-03-312026-05-01

FCX FREEPORT MCMORAN INC91.3K shares-4.69%2026-03-312026-05-01

INDA ISHARES TR114.4K shares-3.53%2026-03-312026-05-01

IVV ISHARES TR8.1K shares-0.21%2026-03-312026-05-01

BROADCOM INC BROADCOM INC16.5K shares-12.79%2026-03-312026-05-01

EWJ ISHARES INC57.4K shares97.00%2026-03-312026-05-01

Sponsored

DLR DIGITAL RLTY TR INC26.2K shares-3.49%2026-03-312026-05-01

CITIGROUP INC CITIGROUP INC40.7K shares-0.49%2026-03-312026-05-01

ITA ISHARES TR20.3K shares3.29%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T22.2K shares14.33%2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE14.9K shares0.81%2026-03-312026-05-01

MS MORGAN STANLEY25.3K shares-0.39%2026-03-312026-05-01

IWM ISHARES TR16.6K shares9.88%2026-03-312026-05-01

ADBE ADOBE INC16.3K shares-27.14%2026-03-312026-05-01

Sponsored

SCHA SCHWAB STRATEGIC TR135.1K shares5.81%2026-03-312026-05-01

DXCM DEXCOM INC60.6K shares-5.81%2026-03-312026-05-01

STZ CONSTELLATION BRANDS INC25.2K shares0.84%2026-03-312026-05-01

BAC BANK AMERICA CORP76.8K shares-0.03%2026-03-312026-05-01

PG PROCTER & GAMBLE CO25.7K shares3.04%2026-03-312026-05-01

GS GOLDMAN SACHS GROUP INC4.3K shares-1.04%2026-03-312026-05-01

NVS NOVARTIS AG23.4K shares-1.27%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.3K shares-1.44%2026-03-312026-05-01

Sponsored

AMAT APPLIED MATLS INC9.9K shares-6.05%2026-03-312026-05-01

EATON CORP PLC EATON CORP PLC8.8K shares10.80%2026-03-312026-05-01

FDX FEDEX CORP8.6K shares-1.20%2026-03-312026-05-01

IGV ISHARES TR37.3K shares-10.26%2026-03-312026-05-01

PSX PHILLIPS 6616.4K shares-1.39%2026-03-312026-05-01

XLU SELECT SECTOR SPDR TR64.1K shares-1.44%2026-03-312026-05-01

IDV ISHARES TR68.5K shares174.07%2026-03-312026-05-01

TFC TRUIST FINL CORP61.0K shares-40.72%2026-03-312026-05-01

Sponsored

NFLX NETFLIX INC.29.1K shares8.06%2026-03-312026-05-01

MA MASTERCARD INCORPORATED5.6K shares1.83%2026-03-312026-05-01

MCD MCDONALDS CORP8.8K shares-0.72%2026-03-312026-05-01

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC31.6K sharesnew addition2026-03-312026-05-01

GPIX GOLDMAN SACHS ETF TR53.6K shares94.03%2026-03-312026-05-01

RSG REPUBLIC SVCS INC12.3K shares-0.73%2026-03-312026-05-01

CAT CATERPILLAR INC3.7K shares0.00%2026-03-312026-05-01

NOC NORTHROP GRUMMAN CORP3.8K shares0.00%2026-03-312026-05-01

Sponsored

EWG ISHARES INC65.1K shares8.91%2026-03-312026-05-01

XLE SELECT SECTOR SPDR TR42.0K shares2.04%2026-03-312026-05-01

MBND SSGA ACTIVE TR92.8K shares-0.27%2026-03-312026-05-01

MBB ISHARES TR26.5K shares17.73%2026-03-312026-05-01

D DOMINION ENERGY INC40.6K shares9.40%2026-03-312026-05-01

VUG VANGUARD INDEX FDS5.6K shares3.86%2026-03-312026-05-01

JPST J P MORGAN EXCHANGE TRADED F48.5K shares-0.21%2026-03-312026-05-01

XLC SELECT SECTOR SPDR TR22.1K shares-1.96%2026-03-312026-05-01

Sponsored

GLW CORNING INC17.9K shares0.61%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR4.0K shares-5.08%2026-03-312026-05-01

RF REGIONS FINANCIAL CORP NEW88.2K shares0.06%2026-03-312026-05-01

IHE ISHARES TR26.5K shares-0.80%2026-03-312026-05-01

VMC VULCAN MATLS CO8.3K shares0.00%2026-03-312026-05-01

MMM 3M CO15.3K shares-1.29%2026-03-312026-05-01

SO SOUTHERN CO22.8K shares9.34%2026-03-312026-05-01

QUAL ISHARES TR11.2K shares1.00%2026-03-312026-05-01

Sponsored

MBS ANGEL OAK FUNDS TRUST243.2K shares-0.70%2026-03-312026-05-01

NKE NIKE INC39.1K shares-13.36%2026-03-312026-05-01

ECL ECOLAB INC7.2K shares0.91%2026-03-312026-05-01

EQWL INVESCO EXCHANGE TRADED FD T16.2K shares10.91%2026-03-312026-05-01

IYW ISHARES TR10.3K shares0.00%2026-03-312026-05-01

LDUR PIMCO ETF TR19.3K shares-3.80%2026-03-312026-05-01

XLF SELECT SECTOR SPDR TR36.8K shares4.71%2026-03-312026-05-01

IYC ISHARES TR18.7K shares-0.13%2026-03-312026-05-01

Sponsored

DAL DELTA AIR LINES INC27.2K shares-4.11%2026-03-312026-05-01

XYL XYLEM INC15.1K shares0.00%2026-03-312026-05-01

IYG ISHARES TR21.2K shares0.00%2026-03-312026-05-01

LMT LOCKHEED MARTIN CORP2.9K shares-0.86%2026-03-312026-05-01

PFE PFIZER INC59.3K shares2.73%2026-03-312026-05-01

ZTS ZOETIS INC14.0K shares-2.60%2026-03-312026-05-01

INTC INTEL CORP37.6K shares-0.27%2026-03-312026-05-01

SHV ISHARES TR15.0K shares0.00%2026-03-312026-05-01

Sponsored

DVY ISHARES TR10.8K shares0.00%2026-03-312026-05-01

BILZ PIMCO ETF TR16.2K shares-2.31%2026-03-312026-05-01

UNP UNION PAC CORP6.7K shares-0.12%2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS6.6K shares0.61%2026-03-312026-05-01

IWL ISHARES TR9.9K shares0.00%2026-03-312026-05-01

KR KROGER CO21.4K shares-0.89%2026-03-312026-05-01

CCJ CAMECO CORP13.8K shares-3.43%2026-03-312026-05-01

DXJ WISDOMTREE TR9.4K shares0.22%2026-03-312026-05-01

Sponsored

PLD PROLOGIS INC.10.9K shares0.98%2026-03-312026-05-01

AXP AMERICAN EXPRESS CO4.6K shares-1.78%2026-03-312026-05-01

IUSG ISHARES TR9.0K shares-6.24%2026-03-312026-05-01

MTUM ISHARES TR5.8K shares1.58%2026-03-312026-05-01

PM PHILIP MORRIS INTL INC8.4K shares-1.18%2026-03-312026-05-01

NVO NOVO-NORDISK A S36.8K shares-1.97%2026-03-312026-05-01

IWY ISHARES TR5.2K shares0.00%2026-03-312026-05-01

MAR MARRIOTT INTL INC NEW3.9K shares0.00%2026-03-312026-05-01

Sponsored

TPL TEXAS PACIFIC LAND CORPORATI2.6K shares-3.65%2026-03-312026-05-01

DE DEERE & CO2.2K shares0.00%2026-03-312026-05-01

EMR EMERSON ELEC CO9.3K shares-1.69%2026-03-312026-05-01

ORCL ORACLE CORP8.1K shares-14.73%2026-03-312026-05-01

IWB ISHARES TR3.3K shares0.03%2026-03-312026-05-01

LINDE PLC LINDE PLC2.4K shares-4.05%2026-03-312026-05-01

PWR QUANTA SVCS INC2.1K shares0.00%2026-03-312026-05-01

GM GENERAL MTRS CO15.7K shares0.00%2026-03-312026-05-01

Sponsored

SPHD INVESCO EXCH TRADED FD TR II23.5K shares5.62%2026-03-312026-05-01

IMO IMPERIAL OIL LTD8.8K shares0.00%2026-03-312026-05-01

META META PLATFORMS INC2.0K shares2.20%2026-03-312026-05-01

PRU PRUDENTIAL FINL INC11.4K shares-7.91%2026-03-312026-05-01

IJH ISHARES TR16.5K shares-0.21%2026-03-312026-05-01

AMGN AMGEN INC3.1K shares-1.69%2026-03-312026-05-01

DIS DISNEY WALT CO11.4K shares11.64%2026-03-312026-05-01

BMY BRISTOL-MYERS SQUIBB CO17.9K shares9.19%2026-03-312026-05-01

Sponsored

MEDTRONIC PLC MEDTRONIC PLC12.5K shares-0.28%2026-03-312026-05-01

AWK AMERICAN WTR WKS CO INC NEW7.9K shares-16.40%2026-03-312026-05-01

ITOT ISHARES TR7.5K shares0.00%2026-03-312026-05-01

LULU LULULEMON ATHLETICA INC7.0K shares-6.88%2026-03-312026-05-01

CARR CARRIER GLOBAL CORPORATION18.6K shares3.62%2026-03-312026-05-01

ADP AUTOMATIC DATA PROCESSING IN5.0K shares-2.92%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC20.0K shares-2.49%2026-03-312026-05-01

RY ROYAL BK CDA6.1K shares0.00%2026-03-312026-05-01

Sponsored

VIG VANGUARD SPECIALIZED FUNDS4.5K shares0.07%2026-03-312026-05-01

HDV ISHARES TR7.0K shares-4.92%2026-03-312026-05-01

KMB KIMBERLY-CLARK CORP9.8K shares0.00%2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MANUFAC2.8K shares-3.51%2026-03-312026-05-01

MO ALTRIA GROUP INC14.0K shares8.41%2026-03-312026-05-01

WSM WILLIAMS SONOMA INC5.0K shares0.00%2026-03-312026-05-01

IWR ISHARES TR9.4K shares0.00%2026-03-312026-05-01

ULTA ULTA BEAUTY INC1.7K shares-1.42%2026-03-312026-05-01

Sponsored

TSLA TESLA INC2.4K shares-1.91%2026-03-312026-05-01

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II11.9K shares0.01%2026-03-312026-05-01

GEHC GE HEALTHCARE TECHNOLOGIES I12.2K shares-1.55%2026-03-312026-05-01

WMB WILLIAMS COS INC11.8K shares0.00%2026-03-312026-05-01

TMUS T-MOBILE US INC4.0K shares0.00%2026-03-312026-05-01

PLNT PLANET FITNESS MASTER ISSUER11.3K shares-14.91%2026-03-312026-05-01

IWV ISHARES TR2.2K shares0.00%2026-03-312026-05-01

EA ELECTRONIC ARTS INC4.1K shares-2.39%2026-03-312026-05-01

Sponsored

IYY ISHARES TR5.1K shares0.00%2026-03-312026-05-01

UNM UNUM GROUP11.1K shares0.00%2026-03-312026-05-01

APD AIR PRODUCTS AND CHEMICALS I2.7K shares-3.47%2026-03-312026-05-01

RCL ROYAL CARIBBEAN GROUP2.9K shares0.00%2026-03-312026-05-01

PYPL PAYPAL HLDGS INC17.3K shares-49.40%2026-03-312026-05-01

SUB ISHARES TR7.3K shares-1.34%2026-03-312026-05-01

ISHARES GOLD TR ISHARES GOLD TR8.6K shares-7.05%2026-03-312026-05-01

SMH VANECK ETF TRUST2.0K shares0.00%2026-03-312026-05-01

Sponsored

AUPH AURINIA PHARMACEUTICALS INC50.5K shares-19.84%2026-03-312026-05-01

SEIC SEI INVTS CO9.4K shares0.00%2026-03-312026-05-01

DOV DOVER CORP3.5K shares0.00%2026-03-312026-05-01

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-01

WFC WELLS FARGO & CO9.0K shares0.00%2026-03-312026-05-01

TGT TARGET CORP5.8K shares-2.36%2026-03-312026-05-01

XBI SPDR SERIES TRUST5.5K shares-6.02%2026-03-312026-05-01

VGT VANGUARD WORLD FD984 shares0.00%2026-03-312026-05-01

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.0K shares0.05%2026-03-312026-05-01

KMI KINDER MORGAN INC DEL19.9K shares-0.19%2026-03-312026-05-01

SPYG SPDR SERIES TRUST6.8K sharesnew addition2026-03-312026-05-01

VTI VANGUARD INDEX FDS2.1K shares-1.33%2026-03-312026-05-01

IYJ ISHARES TR4.5K shares10.27%2026-03-312026-05-01

XLRE SELECT SECTOR SPDR TR15.8K shares-1.86%2026-03-312026-05-01

IWF ISHARES TR1.5K shares0.00%2026-03-312026-05-01

USMV ISHARES TR6.7K shares0.00%2026-03-312026-05-01

Sponsored

SCHD SCHWAB STRATEGIC TR20.2K shares1.03%2026-03-312026-05-01

IBIT ISHARES BITCOIN TRUST ETF15.9K shares-40.35%2026-03-312026-05-01

IEF ISHARES TR6.4K shares3.88%2026-03-312026-05-01

ENB ENBRIDGE INC11.0K shares4.06%2026-03-312026-05-01

ILCG ISHARES TR6.2K shares0.00%2026-03-312026-05-01

GNRC GENERAC HLDGS INC3.0K shares-26.14%2026-03-312026-05-01

IJR ISHARES TR4.6K shares-2.65%2026-03-312026-05-01

ALPS ETF TR ALPS ETF TR10.4K shares0.00%2026-03-312026-05-01

Sponsored

CL COLGATE PALMOLIVE CO6.4K shares-0.88%2026-03-312026-05-01

EPD ENTERPRISE PRODS PARTNERS L14.5K shares0.79%2026-03-312026-05-01

RFI COHEN & STEERS TOTAL RETURN48.3K shares8.95%2026-03-312026-05-01

CACI CACI INTL INC955 shares0.00%2026-03-312026-05-01

URA GLOBAL X FDS10.4K shares1.11%2026-03-312026-05-01

SCHX SCHWAB STRATEGIC TR19.3K shares1.14%2026-03-312026-05-01

DFAU DIMENSIONAL ETF TRUST10.8K shares-2.78%2026-03-312026-05-01

IAT ISHARES TR9.0K shares0.00%2026-03-312026-05-01

Sponsored

SHEL SHELL PLC5.2K shares0.00%2026-03-312026-05-01

IYR ISHARES TR5.0K shares18.84%2026-03-312026-05-01

IVW ISHARES TR4.2K shares-2.33%2026-03-312026-05-01

CMCSA COMCAST CORP NEW16.5K shares-12.01%2026-03-312026-05-01

T AT&T INC16.2K shares-1.26%2026-03-312026-05-01

IEMG ISHARES INC6.6K shares3.57%2026-03-312026-05-01

CEG CONSTELLATION ENERGY CORP1.6K shares4.11%2026-03-312026-05-01

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC6.0K shares-19.50%2026-03-312026-05-01

Sponsored

VHT VANGUARD WORLD FD1.7K shares0.06%2026-03-312026-05-01

TRV TRAVELERS COMPANIES INC1.5K shares0.00%2026-03-312026-05-01

IEFA ISHARES TR4.9K shares0.49%2026-03-312026-05-01

VO VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-05-01

WY WEYERHAEUSER CO17.8K shares-24.25%2026-03-312026-05-01

VTV VANGUARD INDEX FDS2.2K shares0.00%2026-03-312026-05-01

VLO VALERO ENERGY CORP1.7K shares0.00%2026-03-312026-05-01

MDLZ MONDELEZ INTL INC7.4K shares-3.61%2026-03-312026-05-01

Sponsored

SCHG SCHWAB STRATEGIC TR14.7K shares6.40%2026-03-312026-05-01

FNDX SCHWAB STRATEGIC TR15.0K shares0.00%2026-03-312026-05-01

AGG ISHARES TR4.2K shares-24.73%2026-03-312026-05-01

MHK MOHAWK INDS INC4.2K shares-1.74%2026-03-312026-05-01

IUSV ISHARES TR4.1K shares0.00%2026-03-312026-05-01

AFL AFLAC INC3.8K shares-0.37%2026-03-312026-05-01

IWN ISHARES TR2.2K shares4.87%2026-03-312026-05-01

IYT ISHARES TR5.4K shares0.00%2026-03-312026-05-01

Sponsored

DIA STATE STR SPDR DOW JONES IND866 shares0.00%2026-03-312026-05-01

VDE VANGUARD WORLD FD2.3K shares0.00%2026-03-312026-05-01

AMT AMERICAN TOWER CORP2.2K shares-1.85%2026-03-312026-05-01

EEM ISHARES TR6.8K shares3.14%2026-03-312026-05-01

PTLC PACER FDS TR7.3K shares0.00%2026-03-312026-05-01

IEZ ISHARES TR13.0K shares-7.35%2026-03-312026-05-01

COKE COCA COLA CONS INC2.0K shares-1.31%2026-03-312026-05-01

SBUX STARBUCKS CORP4.1K shares-1.76%2026-03-312026-05-01

Sponsored

CSGP COSTAR GROUP INC8.7K shares38.78%2026-03-312026-05-01

PLTR PALANTIR TECHNOLOGIES INC2.4K shares7.46%2026-03-312026-05-01

PFF ISHARES TR11.5K shares-5.83%2026-03-312026-05-01

VYM VANGUARD WHITEHALL FDS2.4K shares1.64%2026-03-312026-05-01

DLB DOLBY LABORATORIES INC5.6K shares-8.56%2026-03-312026-05-01

SOXX ISHARES TR1.0K shares0.00%2026-03-312026-05-01

SDY SPDR SERIES TRUST2.3K shares0.00%2026-03-312026-05-01

VWO VANGUARD INTL EQUITY INDEX F6.1K shares0.00%2026-03-312026-05-01

Sponsored

AIG AMERICAN INTL GROUP INC4.4K shares0.00%2026-03-312026-05-01

EFG ISHARES TR3.0K shares39.74%2026-03-312026-05-01

BMO BANK MONTREAL MEDIUM2.3K shares0.00%2026-03-312026-05-01

ATO ATMOS ENERGY CORP1.7K shares0.00%2026-03-312026-05-01

SCHF SCHWAB STRATEGIC TR12.7K shares3.32%2026-03-312026-05-01

DOW DOW HLDGS INC7.5K sharesnew addition2026-03-312026-05-01

SCHI SCHWAB STRATEGIC TR13.5K shares0.66%2026-03-312026-05-01

TMO THERMO FISHER SCIENTIFIC INC622 shares-0.64%2026-03-312026-05-01

Sponsored

GIS GENERAL MILLS INC8.2K shares-1.35%2026-03-312026-05-01

OTIS OTIS WORLDWIDE CORP3.9K shares-2.37%2026-03-312026-05-01

VIS VANGUARD WORLD FD955 shares0.00%2026-03-312026-05-01

VMBS VANGUARD SCOTTSDALE FDS6.3K shares1.71%2026-03-312026-05-01

HPE HEWLETT PACKARD ENTERPRISE C12.3K shares-3.91%2026-03-312026-05-01

NUE NUCOR CORP1.7K shares0.00%2026-03-312026-05-01

MTSI MACOM TECH SOLUTIONS HLDGS I1.3K shares0.00%2026-03-312026-05-01

COF CAPITAL ONE FINL CORP1.6K shares0.00%2026-03-312026-05-01

Sponsored

SCHR SCHWAB STRATEGIC TR11.1K shares0.00%2026-03-312026-05-01

VOE VANGUARD INDEX FDS1.4K shares-3.34%2026-03-312026-05-01

LAM RESEARCH CORP LAM RESEARCH CORP1.2K shares0.00%2026-03-312026-05-01

PAYX PAYCHEX INC2.9K shares-11.58%2026-03-312026-05-01

UCB UNITED CMNTY BKS BLAIRSVLE G8.3K shares0.00%2026-03-312026-05-01

SCHB SCHWAB STRATEGIC TR10.3K shares-5.07%2026-03-312026-05-01

FTLS FIRST TR EXCH TRADED FD III3.6K shares0.00%2026-03-312026-05-01

FNDF SCHWAB STRATEGIC TR5.2K shares0.00%2026-03-312026-05-01

Sponsored

IWO ISHARES TR805 shares0.00%2026-03-312026-05-01

SLB SLB LIMITED4.9K shares-7.27%2026-03-312026-05-01

IYK ISHARES TR3.6K shares0.00%2026-03-312026-05-01

VPU VANGUARD WORLD FD1.3K shares0.00%2026-03-312026-05-01

BLACKROCK INC BLACKROCK INC257 shares0.00%2026-03-312026-05-01

EXC EXELON CORP5.0K shares0.00%2026-03-312026-05-01

SPGI S&P GLOBAL INC573 shares0.00%2026-03-312026-05-01

WM WASTE MGMT INC DEL1.1K shares-7.18%2026-03-312026-05-01

Sponsored

IWD ISHARES TR1.1K shares-1.22%2026-03-312026-05-01

VFH VANGUARD WORLD FD2.0K shares0.00%2026-03-312026-05-01

XYLD GLOBAL X FDS6.2K shares2.30%2026-03-312026-05-01

SNPS SYNOPSYS INC609 shares35.33%2026-03-312026-05-01

ACWV ISHARES INC2.0K shares0.00%2026-03-312026-05-01

HOLX HOLOGIC INC3.2K shares-8.67%2026-03-312026-05-01

SYK STRYKER CORPORATION723 shares0.00%2026-03-312026-05-01

FNDA SCHWAB STRATEGIC TR7.3K shares0.00%2026-03-312026-05-01

Sponsored

MDY STATE STR SPDR S&P MIDCAP 40370 shares0.00%2026-03-312026-05-01

BND VANGUARD BD INDEX FDS3.1K shares0.00%2026-03-312026-05-01

ALL ALLSTATE CORP1.1K shares-4.35%2026-03-312026-05-01

BLACKSTONE INC BLACKSTONE INC2.0K shares-21.99%2026-03-312026-05-01

BDX BECTON DICKINSON & CO1.4K shares0.00%2026-03-312026-05-01

IVE ISHARES TR1.0K shares0.00%2026-03-312026-05-01

IXC ISHARES TR3.8K sharesnew addition2026-03-312026-05-01

SLV ISHARES SILVER TR3.2K shares-9.95%2026-03-312026-05-01

Sponsored

CHY CALAMOS CONV & HIGH INCOME F19.7K shares2.56%2026-03-312026-05-01

ZIM ZIM INTEGRATED SHIPPING SERV8.0K sharesnew addition2026-03-312026-05-01

PTY PIMCO CORPORATE & INCOME OPP17.5K shares2.78%2026-03-312026-05-01

IYH ISHARES TR3.4K shares0.00%2026-03-312026-05-01

SNY SANOFI SA4.2K shares0.00%2026-03-312026-05-01

XAR SPDR SERIES TRUST794 sharesnew addition2026-03-312026-05-01

ITW ILLINOIS TOOL WKS INC770 sharesnew addition2026-03-312026-05-01

HBAN HUNTINGTON BANCSHARES INC12.4K shares2.90%2026-03-312026-05-01

Sponsored

NOK NOKIA CORP18.1K shares0.00%2026-03-312026-05-01

PK PARK HOTELS & RESORTS INC12.1K shares0.00%2026-03-312026-05-01

AAPL

APPLE INC

-2.62%

Shares621.5K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-1.61%

Shares201.3K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

-0.84%

Shares149.4K

Event2026-03-31

Filed2026-05-01

IXN

ISHARES TR

-0.37%

Shares543.2K

Event2026-03-31

Filed2026-05-01

VGSH

VANGUARD SCOTTSDALE FDS

2.70%

Shares838.3K

Event2026-03-31

Filed2026-05-01

ABBV

ABBVIE INC

-1.48%

Shares160.4K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

-2.23%

Shares117.0K

Event2026-03-31

Filed2026-05-01

SMURFIT WESTROCK PLC

-0.20%

Shares774.2K

Event2026-03-31

Filed2026-05-01

VISA INC

-0.55%

Shares98.1K

Event2026-03-31

Filed2026-05-01

RTX

RTX CORPORATION

-0.14%

Shares147.6K

Event2026-03-31

Filed2026-05-01

WMT

WALMART INC

-3.53%

Shares218.5K

Event2026-03-31

Filed2026-05-01

PGR

PROGRESSIVE CORP

-3.11%

Shares134.2K

Event2026-03-31

Filed2026-05-01

XOM

EXXON MOBIL CORP

2.85%

Shares141.9K

Event2026-03-31

Filed2026-05-01

TJX

TJX COS INC NEW

-1.83%

Shares142.6K

Event2026-03-31

Filed2026-05-01

COP

CONOCOPHILLIPS

-3.16%

Shares170.8K

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

1.02%

Shares89.4K

Event2026-03-31

Filed2026-05-01

COST

COSTCO WHOLESALE CORPORATION

-1.48%

Shares21.7K

Event2026-03-31

Filed2026-05-01

LECO

LINCOLN ELEC HLDGS INC

0.00%

Shares86.3K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-2.95%

Shares74.7K

Event2026-03-31

Filed2026-05-01

OEF

ISHARES TR

-1.24%

Shares62.1K

Event2026-03-31

Filed2026-05-01

GLD

SPDR GOLD TR

20.21%

Shares44.3K

Event2026-03-31

Filed2026-05-01

GSST

GOLDMAN SACHS ETF TR

-0.61%

Shares368.0K

Event2026-03-31

Filed2026-05-01

VCSH

VANGUARD SCOTTSDALE FDS

1.30%

Shares210.5K

Event2026-03-31

Filed2026-05-01

JEPI

J P MORGAN EXCHANGE TRADED F

-8.80%

Shares276.1K

Event2026-03-31

Filed2026-05-01

MGC

VANGUARD WORLD FD

3.34%

Shares65.0K

Event2026-03-31

Filed2026-05-01

TSCO

TRACTOR SUPPLY CO

-1.21%

Shares333.9K

Event2026-03-31

Filed2026-05-01

LPX

LOUISIANA PAC CORP

-0.03%

Shares195.9K

Event2026-03-31

Filed2026-05-01

ABT

ABBOTT LABORATORIES

-2.56%

Shares136.9K

Event2026-03-31

Filed2026-05-01

LLY

ELI LILLY & CO

-0.82%

Shares15.2K

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

0.96%

Shares21.4K

Event2026-03-31

Filed2026-05-01

HEDJ

WISDOMTREE TR

0.22%

Shares263.2K

Event2026-03-31

Filed2026-05-01

IYF

ISHARES TR

-0.29%

Shares116.9K

Event2026-03-31

Filed2026-05-01

HELO

J P MORGAN EXCHANGE TRADED F

-13.15%

Shares212.0K

Event2026-03-31

Filed2026-05-01

GPIQ

GOLDMAN SACHS ETF TR

8.84%

Shares267.0K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

3.03%

Shares22.0K

Event2026-03-31

Filed2026-05-01

COCA COLA CO

0.32%

Shares171.9K

Event2026-03-31

Filed2026-05-01

NEE

NEXTERA ENERGY INC

-1.54%

Shares139.5K

Event2026-03-31

Filed2026-05-01

KRE

SPDR SERIES TRUST

2.58%

Shares198.0K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

27.60%

Shares59.6K

Event2026-03-31

Filed2026-05-01

UNH

UNITEDHEALTH GROUP INC

-6.31%

Shares45.0K

Event2026-03-31

Filed2026-05-01

MERCK & CO INC

-1.34%

Shares100.1K

Event2026-03-31

Filed2026-05-01

EUAD

SPINNAKER ETF SERIES

7.86%

Shares272.4K

Event2026-03-31

Filed2026-05-01

PHM

PULTE GROUP INC

-4.87%

Shares91.9K

Event2026-03-31

Filed2026-05-01

CVX

CHEVRON CORPORATION

-0.39%

Shares50.8K

Event2026-03-31

Filed2026-05-01

NGVT

INGEVITY CORP

-0.53%

Shares146.4K

Event2026-03-31

Filed2026-05-01

SCHW

SCHWAB CHARLES CORP

2.87%

Shares109.5K

Event2026-03-31

Filed2026-05-01

TXN

TEXAS INSTRS INC

-4.66%

Shares47.1K

Event2026-03-31

Filed2026-05-01

IEI

ISHARES TR

25.47%

Shares76.8K

Event2026-03-31

Filed2026-05-01

EDWARDS LIFESCIENCES CORP

-4.52%

Shares111.5K

Event2026-03-31

Filed2026-05-01

CSCO

CISCO SYS INC

-1.15%

Shares114.3K

Event2026-03-31

Filed2026-05-01

HOME DEPOT INC

2.34%

Shares26.5K

Event2026-03-31

Filed2026-05-01

HON

HONEYWELL INTL INC

-0.55%

Shares37.9K

Event2026-03-31

Filed2026-05-01

HLT

HILTON WORLDWIDE HLDGS INC

-4.70%

Shares27.9K

Event2026-03-31

Filed2026-05-01

INTU

INTUIT

30.49%

Shares19.3K

Event2026-03-31

Filed2026-05-01

RSPT

INVESCO EXCHANGE TRADED FD T

-7.38%

Shares181.8K

Event2026-03-31

Filed2026-05-01

CRWD

CROWDSTRIKE HLDGS INC

153.04%

Shares20.1K

Event2026-03-31

Filed2026-05-01

DUKE ENERGY CORP NEW

2.68%

Shares59.7K

Event2026-03-31

Filed2026-05-01

AMD

ADVANCED MICRO DEVICES INC

-5.95%

Shares37.8K

Event2026-03-31

Filed2026-05-01

EFA

ISHARES TR

24.10%

Shares78.9K

Event2026-03-31

Filed2026-05-01

AOS

SMITH A O CORP

-3.41%

Shares115.3K

Event2026-03-31

Filed2026-05-01

PEP

PEPSICO INC

-1.37%

Shares48.9K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

-0.36%

Shares43.5K

Event2026-03-31

Filed2026-05-01

BOEING CO

6.43%

Shares37.4K

Event2026-03-31

Filed2026-05-01

BOND

PIMCO ETF TR

3.20%

Shares77.3K

Event2026-03-31

Filed2026-05-01

ORLY

OREILLY AUTOMOTIVE INC

-1.04%

Shares75.5K

Event2026-03-31

Filed2026-05-01

QCOM

QUALCOMM INC

-14.87%

Shares54.0K

Event2026-03-31

Filed2026-05-01

XLK

SELECT SECTOR SPDR TR

2.33%

Shares51.9K

Event2026-03-31

Filed2026-05-01

SHY

ISHARES TR

-4.67%

Shares83.4K

Event2026-03-31

Filed2026-05-01

CNI

CANADIAN NATL RY CO

-2.04%

Shares64.9K

Event2026-03-31

Filed2026-05-01

XLV

SELECT SECTOR SPDR TR

-0.25%

Shares45.2K

Event2026-03-31

Filed2026-05-01

HCA

HCA HEALTHCARE INC

-0.21%

Shares13.4K

Event2026-03-31

Filed2026-05-01

XLI

SELECT SECTOR SPDR TR

0.15%

Shares36.2K

Event2026-03-31

Filed2026-05-01

LOW

LOWES COS INC

-1.34%

Shares23.9K

Event2026-03-31

Filed2026-05-01

GEV

GE VERNOVA INC

0.93%

Shares6.4K

Event2026-03-31

Filed2026-05-01

NSC

NORFOLK SOUTHN CORP

0.63%

Shares19.0K

Event2026-03-31

Filed2026-05-01

FCX

FREEPORT MCMORAN INC

-4.69%

Shares91.3K

Event2026-03-31

Filed2026-05-01

INDA

ISHARES TR

-3.53%

Shares114.4K

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

-0.21%

Shares8.1K

Event2026-03-31

Filed2026-05-01

BROADCOM INC

-12.79%

Shares16.5K

Event2026-03-31

Filed2026-05-01

EWJ

ISHARES INC

97.00%

Shares57.4K

Event2026-03-31

Filed2026-05-01

DLR

DIGITAL RLTY TR INC

-3.49%

Shares26.2K

Event2026-03-31

Filed2026-05-01

CITIGROUP INC

-0.49%

Shares40.7K

Event2026-03-31

Filed2026-05-01

ITA

ISHARES TR

3.29%

Shares20.3K

Event2026-03-31

Filed2026-05-01

INVESCO EXCHANGE TRADED FD T

14.33%

Shares22.2K

Event2026-03-31

Filed2026-05-01

GE AEROSPACE

0.81%

Shares14.9K

Event2026-03-31

Filed2026-05-01

MORGAN STANLEY

-0.39%

Shares25.3K

Event2026-03-31

Filed2026-05-01

IWM

ISHARES TR

9.88%

Shares16.6K

Event2026-03-31

Filed2026-05-01

ADBE

ADOBE INC

-27.14%

Shares16.3K

Event2026-03-31

Filed2026-05-01

SCHA

SCHWAB STRATEGIC TR

5.81%

Shares135.1K

Event2026-03-31

Filed2026-05-01

DXCM

DEXCOM INC

-5.81%

Shares60.6K

Event2026-03-31

Filed2026-05-01

STZ

CONSTELLATION BRANDS INC

0.84%

Shares25.2K

Event2026-03-31

Filed2026-05-01

BAC

BANK AMERICA CORP

-0.03%

Shares76.8K

Event2026-03-31

Filed2026-05-01

PROCTER & GAMBLE CO

3.04%

Shares25.7K

Event2026-03-31

Filed2026-05-01

GOLDMAN SACHS GROUP INC

-1.04%

Shares4.3K

Event2026-03-31

Filed2026-05-01

NVS

NOVARTIS AG

-1.27%

Shares23.4K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

-1.44%

Shares7.3K

Event2026-03-31

Filed2026-05-01

AMAT

APPLIED MATLS INC

-6.05%

Shares9.9K

Event2026-03-31

Filed2026-05-01

EATON CORP PLC

10.80%

Shares8.8K

Event2026-03-31

Filed2026-05-01

FDX

FEDEX CORP

-1.20%

Shares8.6K

Event2026-03-31

Filed2026-05-01

IGV

ISHARES TR

-10.26%

Shares37.3K

Event2026-03-31

Filed2026-05-01

PSX

PHILLIPS 66

-1.39%

Shares16.4K

Event2026-03-31

Filed2026-05-01

XLU

SELECT SECTOR SPDR TR

-1.44%

Shares64.1K

Event2026-03-31

Filed2026-05-01

IDV

ISHARES TR

174.07%

Shares68.5K

Event2026-03-31

Filed2026-05-01

TFC

TRUIST FINL CORP

-40.72%

Shares61.0K

Event2026-03-31

Filed2026-05-01

NFLX

NETFLIX INC.

8.06%

Shares29.1K

Event2026-03-31

Filed2026-05-01

MASTERCARD INCORPORATED

1.83%

Shares5.6K

Event2026-03-31

Filed2026-05-01

MCD

MCDONALDS CORP

-0.72%

Shares8.8K

Event2026-03-31

Filed2026-05-01

PINNACLE FINL PARTNERS INC

New

Shares31.6K

Event2026-03-31

Filed2026-05-01

GPIX

GOLDMAN SACHS ETF TR

94.03%

Shares53.6K

Event2026-03-31

Filed2026-05-01

RSG

REPUBLIC SVCS INC

-0.73%

Shares12.3K

Event2026-03-31

Filed2026-05-01

CAT

CATERPILLAR INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-01

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-01

EWG

ISHARES INC

8.91%

Shares65.1K

Event2026-03-31

Filed2026-05-01

XLE

SELECT SECTOR SPDR TR

2.04%

Shares42.0K

Event2026-03-31

Filed2026-05-01

MBND

SSGA ACTIVE TR

-0.27%

Shares92.8K

Event2026-03-31

Filed2026-05-01

MBB

ISHARES TR

17.73%

Shares26.5K

Event2026-03-31

Filed2026-05-01

DOMINION ENERGY INC

9.40%

Shares40.6K

Event2026-03-31

Filed2026-05-01

VUG

VANGUARD INDEX FDS

3.86%

Shares5.6K

Event2026-03-31

Filed2026-05-01

JPST

J P MORGAN EXCHANGE TRADED F

-0.21%

Shares48.5K

Event2026-03-31

Filed2026-05-01

XLC

SELECT SECTOR SPDR TR

-1.96%

Shares22.1K

Event2026-03-31

Filed2026-05-01

GLW

CORNING INC

0.61%

Shares17.9K

Event2026-03-31

Filed2026-05-01

INVESCO QQQ TR

-5.08%

Shares4.0K

Event2026-03-31

Filed2026-05-01

REGIONS FINANCIAL CORP NEW

0.06%

Shares88.2K

Event2026-03-31

Filed2026-05-01

IHE

ISHARES TR

-0.80%

Shares26.5K

Event2026-03-31

Filed2026-05-01

VMC

VULCAN MATLS CO

0.00%

Shares8.3K

Event2026-03-31

Filed2026-05-01

MMM

3M CO

-1.29%

Shares15.3K

Event2026-03-31

Filed2026-05-01

SOUTHERN CO

9.34%

Shares22.8K

Event2026-03-31

Filed2026-05-01

QUAL

ISHARES TR

1.00%

Shares11.2K

Event2026-03-31

Filed2026-05-01

MBS

ANGEL OAK FUNDS TRUST

-0.70%

Shares243.2K

Event2026-03-31

Filed2026-05-01

NKE

NIKE INC

-13.36%

Shares39.1K

Event2026-03-31

Filed2026-05-01

ECL

ECOLAB INC

0.91%

Shares7.2K

Event2026-03-31

Filed2026-05-01

EQWL

INVESCO EXCHANGE TRADED FD T

10.91%

Shares16.2K

Event2026-03-31

Filed2026-05-01

IYW

ISHARES TR

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-01

LDUR

PIMCO ETF TR

-3.80%

Shares19.3K

Event2026-03-31

Filed2026-05-01

XLF

SELECT SECTOR SPDR TR

4.71%

Shares36.8K

Event2026-03-31

Filed2026-05-01

IYC

ISHARES TR

-0.13%

Shares18.7K

Event2026-03-31

Filed2026-05-01

DAL

DELTA AIR LINES INC

-4.11%

Shares27.2K

Event2026-03-31

Filed2026-05-01

XYL

XYLEM INC

0.00%

Shares15.1K

Event2026-03-31

Filed2026-05-01

IYG

ISHARES TR

0.00%

Shares21.2K

Event2026-03-31

Filed2026-05-01

LMT

LOCKHEED MARTIN CORP

-0.86%

Shares2.9K

Event2026-03-31

Filed2026-05-01

PFE

PFIZER INC

2.73%

Shares59.3K

Event2026-03-31

Filed2026-05-01

ZTS

ZOETIS INC

-2.60%

Shares14.0K

Event2026-03-31

Filed2026-05-01

INTC

INTEL CORP

-0.27%

Shares37.6K

Event2026-03-31

Filed2026-05-01

SHV

ISHARES TR

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-01

DVY

ISHARES TR

0.00%

Shares10.8K

Event2026-03-31

Filed2026-05-01

BILZ

PIMCO ETF TR

-2.31%

Shares16.2K

Event2026-03-31

Filed2026-05-01

UNP

UNION PAC CORP

-0.12%

Shares6.7K

Event2026-03-31

Filed2026-05-01

IBM

INTERNATIONAL BUSINESS MACHS

0.61%

Shares6.6K

Event2026-03-31

Filed2026-05-01

IWL

ISHARES TR

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-01

KROGER CO

-0.89%

Shares21.4K

Event2026-03-31

Filed2026-05-01

CCJ

CAMECO CORP

-3.43%

Shares13.8K

Event2026-03-31

Filed2026-05-01

DXJ

WISDOMTREE TR

0.22%

Shares9.4K

Event2026-03-31

Filed2026-05-01

PLD

PROLOGIS INC.

0.98%

Shares10.9K

Event2026-03-31

Filed2026-05-01

AXP

AMERICAN EXPRESS CO

-1.78%

Shares4.6K

Event2026-03-31

Filed2026-05-01

IUSG

ISHARES TR

-6.24%

Shares9.0K

Event2026-03-31

Filed2026-05-01

MTUM

ISHARES TR

1.58%

Shares5.8K

Event2026-03-31

Filed2026-05-01

PHILIP MORRIS INTL INC

-1.18%

Shares8.4K

Event2026-03-31

Filed2026-05-01

NVO

NOVO-NORDISK A S

-1.97%

Shares36.8K

Event2026-03-31

Filed2026-05-01

IWY

ISHARES TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-01

MAR

MARRIOTT INTL INC NEW

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-01

TPL

TEXAS PACIFIC LAND CORPORATI

-3.65%

Shares2.6K

Event2026-03-31

Filed2026-05-01

DEERE & CO

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-01

EMR

EMERSON ELEC CO

-1.69%

Shares9.3K

Event2026-03-31

Filed2026-05-01

ORCL

ORACLE CORP

-14.73%

Shares8.1K

Event2026-03-31

Filed2026-05-01

IWB

ISHARES TR

0.03%

Shares3.3K

Event2026-03-31

Filed2026-05-01

LINDE PLC

-4.05%

Shares2.4K

Event2026-03-31

Filed2026-05-01

PWR

QUANTA SVCS INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-01

GENERAL MTRS CO

0.00%

Shares15.7K

Event2026-03-31

Filed2026-05-01

SPHD

INVESCO EXCH TRADED FD TR II

5.62%

Shares23.5K

Event2026-03-31

Filed2026-05-01

IMO

IMPERIAL OIL LTD

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-01