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The Analysis of PEAPACK GLADSTONE FINANCIAL CORP's Holdings & P&L

Currently, PEAPACK GLADSTONE FINANCIAL CORP holds 651 types of securities in its portfolio with a total value $7.8M. In the most recent quarter, they have increased their positions in FBND (+333.5K shares, valued at $15.2K), N/A (+72.3K shares, valued at $14.3K), VIGI (+90.9K shares, valued at $8.0K); decreased their positions in AAPL (-35.2K shares, valued at $8.9K), N/A (-30.1K shares, valued at $8.6K), N/A (-7.1K shares, valued at $4.1K); initiated new positions in N/A (+72.3K shares, valued at $14.3K), VST (+26.1K shares, valued at $3.9K), EMXC (+21.5K shares, valued at $1.7K).

1M P&L

+181.2M+2.61%

3M P&L

-418.1M-5.54%

HY P&L

+1.4M+0.02%

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/A2.3M

35.1%

2Consumer Electronics374.1K

5.6%

3Software - Infrastructure345.6K

5.2%

Top Industries by Stock Count

1N/A207 stocks

34.6%

2Software - Application16 stocks

2.7%

3Drug Manufacturers - General12 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC1.3M shares-2.56%2026-03-312026-05-15

ALPHABET INC ALPHABET INC779.2K shares-3.72%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR324.8K shares-2.15%2026-03-312026-05-15

MSFT MICROSOFT CORP493.2K shares2.45%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS289.6K shares0.04%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO562.6K shares-0.53%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T216.2K shares-1.81%2026-03-312026-05-15

ALPHABET INC ALPHABET INC472.3K shares-1.55%2026-03-312026-05-15

Sponsored

SGOV ISHARES TR1.2M shares2.13%2026-03-312026-05-15

XOM EXXON MOBIL CORP711.8K shares0.42%2026-03-312026-05-15

AMZN AMAZON COM INC565.5K shares1.75%2026-03-312026-05-15

VB VANGUARD INDEX FDS408.0K shares0.18%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON418.7K shares-2.91%2026-03-312026-05-15

BIV VANGUARD BD INDEX FDS1.3M shares2.34%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F1.7M shares4.23%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS1.3M shares1.60%2026-03-312026-05-15

Sponsored

BSV VANGUARD BD INDEX FDS1.0M shares-0.10%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION80.1K shares-1.03%2026-03-312026-05-15

AMAT APPLIED MATLS INC229.6K shares-2.62%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T393.2K shares2.54%2026-03-312026-05-15

V VISA INC245.7K shares-0.25%2026-03-312026-05-15

LLY ELI LILLY & CO77.4K shares-2.04%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL147.4K shares-0.66%2026-03-312026-05-15

VO VANGUARD INDEX FDS245.4K shares0.49%2026-03-312026-05-15

Sponsored

CVX CHEVRON CORPORATION338.1K shares-1.82%2026-03-312026-05-15

TJX TJX COS INC NEW434.7K shares-1.13%2026-03-312026-05-15

META META PLATFORMS INC119.9K shares-0.18%2026-03-312026-05-15

IJR ISHARES TR546.6K shares1.13%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC564.7K shares-0.58%2026-03-312026-05-15

FBND FIDELITY MERRIMACK STR TR1.5M shares29.63%2026-03-312026-05-15

HD HOME DEPOT INC189.5K shares-1.13%2026-03-312026-05-15

NVDA NVIDIA CORPORATION344.9K shares-0.79%2026-03-312026-05-15

Sponsored

BLACKROCK INC BLACKROCK INC61.3K shares-0.64%2026-03-312026-05-15

UNP UNION PAC CORP241.6K shares-1.36%2026-03-312026-05-15

NEE NEXTERA ENERGY INC608.6K shares-0.16%2026-03-312026-05-15

PEP PEPSICO INC349.4K shares-1.82%2026-03-312026-05-15

FNF FIDELITY NATL FINL INC1.2M shares0.00%2026-03-312026-05-15

VGT VANGUARD WORLD FD74.0K shares-0.72%2026-03-312026-05-15

CSCO CISCO SYS INC658.7K shares-1.21%2026-03-312026-05-15

IVV ISHARES TR76.7K shares2.96%2026-03-312026-05-15

Sponsored

RTX RTX CORPORATION259.7K shares-1.52%2026-03-312026-05-15

CAT CATERPILLAR INC65.3K shares-1.83%2026-03-312026-05-15

ABBV ABBVIE INC212.0K shares-1.68%2026-03-312026-05-15

WMT WALMART INC366.9K shares-1.85%2026-03-312026-05-15

IWM ISHARES TR183.6K shares-1.17%2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP128.9K shares0.25%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR397.4K shares-1.55%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS477.8K shares1.21%2026-03-312026-05-15

Sponsored

VGK VANGUARD INTL EQUITY INDEX F511.3K shares-1.78%2026-03-312026-05-15

PG PROCTER & GAMBLE CO281.4K shares-1.24%2026-03-312026-05-15

BROADCOM INC BROADCOM INC130.0K shares5.42%2026-03-312026-05-15

ORCL ORACLE CORP271.5K shares-3.91%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC190.9K shares-0.18%2026-03-312026-05-15

ASML ASML HLDG NV29.3K shares-3.76%2026-03-312026-05-15

CMI CUMMINS INC70.3K shares9.23%2026-03-312026-05-15

MCD MCDONALDS CORP121.7K shares-1.19%2026-03-312026-05-15

Sponsored

IVE ISHARES TR174.3K shares14.04%2026-03-312026-05-15

WM WASTE MGMT INC DEL155.8K shares-0.12%2026-03-312026-05-15

AMGN AMGEN INC98.9K shares-0.50%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR213.6K shares-1.53%2026-03-312026-05-15

MS MORGAN STANLEY207.8K shares0.64%2026-03-312026-05-15

LOW LOWES COS INC142.1K shares-10.25%2026-03-312026-05-15

HON HONEYWELL INTL INC145.9K shares0.71%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR248.1K shares-2.20%2026-03-312026-05-15

Sponsored

TT TRANE TECHNOLOGIES PLC78.4K shares-2.04%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR515.3K shares-0.82%2026-03-312026-05-15

SYK STRYKER CORPORATION96.0K shares6.99%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 4049.9K shares-6.15%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL42 shares0.00%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS123.4K shares-3.57%2026-03-312026-05-15

APD AIR PRODUCTS AND CHEMICALS I102.9K shares-1.13%2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F580.9K shares8.83%2026-03-312026-05-15

Sponsored

ADP AUTOMATIC DATA PROCESSING IN144.1K shares-3.07%2026-03-312026-05-15

QCOM QUALCOMM INC227.2K shares2.33%2026-03-312026-05-15

DFIV DIMENSIONAL ETF TRUST552.2K shares31.67%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR196.7K shares-0.30%2026-03-312026-05-15

DIS DISNEY WALT CO297.7K shares-2.27%2026-03-312026-05-15

XLRE SELECT SECTOR SPDR TR701.8K shares22.81%2026-03-312026-05-15

MUB ISHARES TR266.7K shares9.65%2026-03-312026-05-15

BAC BANK AMERICA CORP573.8K shares-2.79%2026-03-312026-05-15

Sponsored

IEFA ISHARES TR308.4K shares12.27%2026-03-312026-05-15

CB CHUBB LTD SWITZ84.7K shares-0.48%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR555.3K shares-0.83%2026-03-312026-05-15

TE CONNECTIVITY PLC TE CONNECTIVITY PLC130.4K shares-0.36%2026-03-312026-05-15

VHT VANGUARD WORLD FD99.9K shares0.25%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO439.5K shares-2.29%2026-03-312026-05-15

IEMG ISHARES INC369.8K shares12.58%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC6.1K shares-2.02%2026-03-312026-05-15

Sponsored

PFE PFIZER INC885.5K shares2.16%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC49.7K shares-3.95%2026-03-312026-05-15

DFEM DIMENSIONAL ETF TRUST706.4K shares16.04%2026-03-312026-05-15

LH LABCORP HOLDINGS INC88.9K shares0.55%2026-03-312026-05-15

PKG PACKAGING CORP AMER109.2K shares0.01%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC451.8K shares-0.32%2026-03-312026-05-15

BE BLOOM ENERGY CORP163.3K shares-15.54%2026-03-312026-05-15

VIGI VANGUARD WHITEHALL FDS243.4K shares59.59%2026-03-312026-05-15

Sponsored

XLC SELECT SECTOR SPDR TR192.7K shares-0.74%2026-03-312026-05-15

NEAR ISHARES U S ETF TR417.1K shares45.17%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR844.5K shares-0.31%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO65.1K shares-1.41%2026-03-312026-05-15

ADI ANALOG DEVICES INC61.6K shares2.11%2026-03-312026-05-15

MLM MARTIN MARIETTA MATLS INC32.7K shares3.86%2026-03-312026-05-15

SHY ISHARES TR230.4K shares-2.28%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP197.4K shares-0.98%2026-03-312026-05-15

Sponsored

INTU INTUIT42.2K shares25.58%2026-03-312026-05-15

KO COCA COLA CO237.5K shares-3.98%2026-03-312026-05-15

EW EDWARDS LIFESCIENCES CORP225.2K shares-13.87%2026-03-312026-05-15

PGC PEAPACK-GLADSTONE FINL CORP494.3K shares-11.29%2026-03-312026-05-15

ROK ROCKWELL AUTOMATION INC48.3K shares-0.24%2026-03-312026-05-15

FDX FEDEX CORP48.4K shares-2.79%2026-03-312026-05-15

MMM 3M CO118.1K shares-0.65%2026-03-312026-05-15

SYY SYSCO CORP239.7K shares-0.34%2026-03-312026-05-15

Sponsored

VOE VANGUARD INDEX FDS92.5K shares-0.13%2026-03-312026-05-15

FTNT FORTINET INC200.5K shares-15.20%2026-03-312026-05-15

NUE NUCOR CORP96.9K shares16.08%2026-03-312026-05-15

CHKP CHECK POINT SOFTWARE TECH LT114.1K shares3.57%2026-03-312026-05-15

VBK VANGUARD INDEX FDS51.6K shares-3.16%2026-03-312026-05-15

SUB ISHARES TR145.1K shares42.96%2026-03-312026-05-15

XLP SELECT SECTOR SPDR TR188.3K shares-1.09%2026-03-312026-05-15

LHX L3HARRIS TECHNOLOGIES INC44.3K shares1.82%2026-03-312026-05-15

Sponsored

GPC GENUINE PARTS CO143.9K shares-0.13%2026-03-312026-05-15

AVY AVERY DENNISON CORP87.4K shares-0.83%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC55.6K shares4.11%2026-03-312026-05-15

VBR VANGUARD INDEX FDS68.2K shares-1.50%2026-03-312026-05-15

TFC TRUIST FINL CORP321.2K shares-2.15%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC88.0K shares-0.85%2026-03-312026-05-15

NFLX NETFLIX INC.150.9K shares57.53%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS97.7K shares-0.80%2026-03-312026-05-15

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP176.4K shares-3.34%2026-03-312026-05-15

ASTRAZENECA PLC ASTRAZENECA PLC72.3K sharesnew addition2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR552.0K shares4.45%2026-03-312026-05-15

ECL ECOLAB INC52.5K shares-0.70%2026-03-312026-05-15

GLD SPDR GOLD TR31.3K shares-9.20%2026-03-312026-05-15

SMLF ISHARES TR178.6K shares25.62%2026-03-312026-05-15

FNDX SCHWAB STRATEGIC TR481.8K shares7.88%2026-03-312026-05-15

IVW ISHARES TR116.7K shares-2.55%2026-03-312026-05-15

Sponsored

EMR EMERSON ELEC CO99.5K shares-1.79%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS176.6K shares4.60%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC63.7K shares3.50%2026-03-312026-05-15

BKR BAKER HUGHES COMPANY209.8K shares0.50%2026-03-312026-05-15

ABT ABBOTT LABORATORIES122.7K shares-13.12%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC14.8K shares-3.27%2026-03-312026-05-15

USB US BANCORP236.6K shares-3.51%2026-03-312026-05-15

BLV VANGUARD BD INDEX FDS178.7K shares22.05%2026-03-312026-05-15

Sponsored

GE AEROSPACE GE AEROSPACE42.9K shares-0.29%2026-03-312026-05-15

PYPL PAYPAL HLDGS INC265.3K shares-1.46%2026-03-312026-05-15

SPGI S&P GLOBAL INC28.0K shares5.50%2026-03-312026-05-15

CORPAY INC CORPAY INC39.8K shares0.22%2026-03-312026-05-15

IWF ISHARES TR26.6K shares-0.27%2026-03-312026-05-15

IMTM ISHARES TR234.9K shares10.12%2026-03-312026-05-15

DE DEERE & CO20.0K shares-0.90%2026-03-312026-05-15

DFSV DIMENSIONAL ETF TRUST318.5K shares-7.05%2026-03-312026-05-15

Sponsored

XYL XYLEM INC92.0K shares-1.60%2026-03-312026-05-15

SBUX STARBUCKS CORP122.7K shares-5.05%2026-03-312026-05-15

AVUV AMERICAN CENTY ETF TR99.2K shares36.48%2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS186.7K shares0.44%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR236.6K shares-0.06%2026-03-312026-05-15

CARR CARRIER GLOBAL CORPORATION189.9K shares3.71%2026-03-312026-05-15

JMUB J P MORGAN EXCHANGE TRADED F211.0K shares47.33%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC85.7K shares5.65%2026-03-312026-05-15

Sponsored

LMT LOCKHEED MARTIN CORP17.3K shares-3.82%2026-03-312026-05-15

VEEV VEEVA SYS INC59.6K shares-16.92%2026-03-312026-05-15

CVS CVS HEALTH CORP142.3K shares-1.35%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC103.6K shares-2.28%2026-03-312026-05-15

FNDF SCHWAB STRATEGIC TR204.8K shares3.10%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS45.7K shares15.81%2026-03-312026-05-15

AON PLC AON PLC30.2K shares0.05%2026-03-312026-05-15

VSS VANGUARD INTL EQUITY INDEX F66.3K shares-2.90%2026-03-312026-05-15

Sponsored

IVOG VANGUARD ADMIRAL FDS INC77.3K shares8.19%2026-03-312026-05-15

DHR DANAHER CORP DEL50.9K shares-3.06%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC25.6K shares17.45%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC27.0K shares0.40%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC19.2K shares3.19%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND19.0K shares-0.13%2026-03-312026-05-15

IBB ISHARES TR51.5K shares-7.92%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC52.2K shares7.74%2026-03-312026-05-15

Sponsored

IWN ISHARES TR43.6K shares-2.12%2026-03-312026-05-15

WELL WELLTOWER INC41.1K shares-2.83%2026-03-312026-05-15

RSG REPUBLIC SVCS INC37.1K shares0.61%2026-03-312026-05-15

IJS ISHARES TR67.7K shares6.01%2026-03-312026-05-15

TXN TEXAS INSTRS INC41.2K shares-2.97%2026-03-312026-05-15

ADBE ADOBE INC32.9K shares16.93%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR254.3K shares15.61%2026-03-312026-05-15

CGGO CAPITAL GROUP GBL GROWTH EQT231.8K shares1.01%2026-03-312026-05-15

Sponsored

SDY SPDR SERIES TRUST52.5K shares0.23%2026-03-312026-05-15

PFF ISHARES TR250.6K shares-3.99%2026-03-312026-05-15

ALL ALLSTATE CORP36.4K shares-8.87%2026-03-312026-05-15

AME AMETEK INC35.2K shares-0.69%2026-03-312026-05-15

KMI KINDER MORGAN INC DEL222.8K shares0.39%2026-03-312026-05-15

FDN FIRST TR EXCHANGE-TRADED FD31.7K shares-4.08%2026-03-312026-05-15

IYH ISHARES TR118.4K shares-3.81%2026-03-312026-05-15

EQIX EQUINIX INC7.4K shares-35.35%2026-03-312026-05-15

Sponsored

IJH ISHARES TR107.1K shares2.54%2026-03-312026-05-15

OTIS OTIS WORLDWIDE CORP92.9K shares-13.61%2026-03-312026-05-15

MMC MARSH & MCLENNAN COS INC41.1K shares6.03%2026-03-312026-05-15

EFA ISHARES TR72.7K shares-1.12%2026-03-312026-05-15

DVN DEVON ENERGY CORP NEW139.4K shares-4.73%2026-03-312026-05-15

TSLA TESLA INC18.8K shares8.56%2026-03-312026-05-15

VTI VANGUARD INDEX FDS21.7K shares4.60%2026-03-312026-05-15

XLB SELECT SECTOR SPDR TR136.1K shares0.59%2026-03-312026-05-15

Sponsored

VCIT VANGUARD SCOTTSDALE FDS81.7K shares8.22%2026-03-312026-05-15

MA MASTERCARD INCORPORATED13.5K shares-2.19%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC23.0K shares-5.89%2026-03-312026-05-15

GEV GE VERNOVA INC7.7K shares6.45%2026-03-312026-05-15

BDX BECTON DICKINSON & CO42.1K shares-8.33%2026-03-312026-05-15

DG DOLLAR GEN CORP55.7K shares0.01%2026-03-312026-05-15

CFG CITIZENS FINL GROUP INC109.4K shares-6.59%2026-03-312026-05-15

MINT PIMCO ETF TR64.8K shares-14.18%2026-03-312026-05-15

Sponsored

NOC NORTHROP GRUMMAN CORP9.4K shares-1.64%2026-03-312026-05-15

ASA ASA GOLD AND PRECIOUS MTLS L103.8K shares-2.76%2026-03-312026-05-15

FLOT ISHARES TR125.2K shares-1.56%2026-03-312026-05-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL16.3K shares-1.58%2026-03-312026-05-15

IWP ISHARES TR49.3K shares1.35%2026-03-312026-05-15

SPOT SPOTIFY TECHNOLOGY S A12.5K shares22.30%2026-03-312026-05-15

CHD CHURCH & DWIGHT CO INC64.8K shares-0.19%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC52.3K shares-13.24%2026-03-312026-05-15

Sponsored

IRM IRON MTN INC DEL57.4K shares-0.56%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F77.8K shares1.55%2026-03-312026-05-15

LINDE PLC LINDE PLC11.7K shares0.15%2026-03-312026-05-15

MCK MCKESSON CORP6.7K shares-1.99%2026-03-312026-05-15

PLD PROLOGIS INC.42.8K shares-0.81%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND28.5K shares-6.75%2026-03-312026-05-15

SMH VANECK ETF TRUST14.7K shares3.23%2026-03-312026-05-15

VOX VANGUARD WORLD FD31.1K shares-3.07%2026-03-312026-05-15

Sponsored

JSMD JANUS DETROIT STR TR69.3K shares45.04%2026-03-312026-05-15

ARW ARROW ELECTRS INC37.8K shares9.51%2026-03-312026-05-15

IJT ISHARES TR37.4K shares9.51%2026-03-312026-05-15

T AT&T INC185.5K shares-2.65%2026-03-312026-05-15

DLR DIGITAL RLTY TR INC29.6K shares-0.93%2026-03-312026-05-15

SHEL SHELL PLC56.9K shares0.45%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS65.8K shares1.66%2026-03-312026-05-15

MCHP MICROCHIP TECHNOLOGY INC.80.2K shares0.45%2026-03-312026-05-15

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BA BOEING CO25.9K shares-1.93%2026-03-312026-05-15

MET METLIFE INC72.5K shares29.75%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC45.0K shares-3.54%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE IN32.3K shares-7.74%2026-03-312026-05-15

MKC MCCORMICK & CO INC100.8K shares0.59%2026-03-312026-05-15

O REALTY INCOME CORP83.0K shares0.55%2026-03-312026-05-15

INTC INTEL CORP114.4K shares-2.21%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW37.4K shares-7.49%2026-03-312026-05-15

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DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC106.0K shares-5.37%2026-03-312026-05-15

QNITY ELECTRONICS INC QNITY ELECTRONICS INC41.3K shares-11.16%2026-03-312026-05-15

IP INTERNATIONAL PAPER CO132.9K shares-10.54%2026-03-312026-05-15

IHI ISHARES TR87.7K shares-3.51%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC35.3K shares-0.05%2026-03-312026-05-15

KEY KEYCORP228.7K shares-10.79%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC17.5K shares-10.28%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST116.7K shares-0.58%2026-03-312026-05-15

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IR INGERSOLL RAND INC56.2K shares-9.75%2026-03-312026-05-15

CELESTICA INC CELESTICA INC15.5K shares15.94%2026-03-312026-05-15

THE CIGNA GROUP THE CIGNA GROUP16.2K shares-12.41%2026-03-312026-05-15

AWK AMERICAN WTR WKS CO INC NEW31.6K shares-6.19%2026-03-312026-05-15

WFC WELLS FARGO & CO52.6K shares-8.28%2026-03-312026-05-15

AMT AMERICAN TOWER CORP24.1K shares-23.95%2026-03-312026-05-15

VICI VICI PPTYS INC151.8K shares0.01%2026-03-312026-05-15

IWB ISHARES TR11.5K shares-6.33%2026-03-312026-05-15

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CSX CSX CORP98.9K shares-5.11%2026-03-312026-05-15

CGNG CAPITAL GROUP NEW GEOGRAPHY127.0K shares-3.96%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC11.8K shares-8.25%2026-03-312026-05-15

TGT TARGET CORP33.0K shares10.78%2026-03-312026-05-15

CRM SALESFORCE INC21.2K shares36.24%2026-03-312026-05-15

COP CONOCOPHILLIPS29.9K shares-0.92%2026-03-312026-05-15

VST VISTRA CORP26.1K sharesnew addition2026-03-312026-05-15

FR FIRST INDL RLTY TR INC67.0K shares-0.90%2026-03-312026-05-15

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FE FIRSTENERGY CORP75.8K shares-1.25%2026-03-312026-05-15

FAST FASTENAL CO81.9K shares-2.66%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T78.3K shares-0.57%2026-03-312026-05-15

NVS NOVARTIS AG24.3K shares0.09%2026-03-312026-05-15

CGDV CAPITAL GROUP DIVIDEND VALUE86.8K shares-10.97%2026-03-312026-05-15

SO SOUTHERN CO38.2K shares-4.75%2026-03-312026-05-15

SPG SIMON PPTY GROUP INC NEW19.6K shares10.73%2026-03-312026-05-15

WMB WILLIAMS COS INC49.7K shares3.46%2026-03-312026-05-15

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ESS ESSEX PPTY TR INC14.7K shares-0.13%2026-03-312026-05-15

CLX CLOROX CO DEL34.3K shares12.68%2026-03-312026-05-15

GLW CORNING INC25.9K shares-24.70%2026-03-312026-05-15

BHP BHP BILLITON LIMITED48.3K shares-1.34%2026-03-312026-05-15

ED CONSOLIDATED EDISON INC31.0K shares1.76%2026-03-312026-05-15

IYW ISHARES TR19.2K shares-1.25%2026-03-312026-05-15

BWA BORGWARNER INC63.1K shares2.55%2026-03-312026-05-15

D DOMINION ENERGY INC55.4K shares-0.75%2026-03-312026-05-15

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NOW SERVICENOW INC32.7K shares207.81%2026-03-312026-05-15

HSY HERSHEY CO16.3K shares-1.45%2026-03-312026-05-15

AFL AFLAC INC30.7K shares-1.68%2026-03-312026-05-15

ETR ENTERGY CORP NEW29.3K shares1.87%2026-03-312026-05-15

IWS ISHARES TR22.6K shares-11.61%2026-03-312026-05-15

CROWN CASTLE INC CROWN CASTLE INC40.4K shares-39.14%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO38.0K shares-4.08%2026-03-312026-05-15

FG F&G ANNUITIES & LIFE INC124.0K shares-17.00%2026-03-312026-05-15

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SNPS SYNOPSYS INC7.9K shares7.04%2026-03-312026-05-15

EXR EXTRA SPACE STORAGE INC23.6K shares1.12%2026-03-312026-05-15

MPWR MONOLITHIC PWR SYS INC2.8K shares0.14%2026-03-312026-05-15

CNNE CANNAE HLDGS INC269.0K shares0.00%2026-03-312026-05-15

MO ALTRIA GROUP INC46.2K shares-4.71%2026-03-312026-05-15

CDP COPT DEFENSE PROPERTIES98.8K shares-0.99%2026-03-312026-05-15

MAA MID-AMER APT CMNTYS INC24.7K shares0.11%2026-03-312026-05-15

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW28.3K shares-0.24%2026-03-312026-05-15

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BK BANK NEW YORK MELLON CORP25.3K shares-13.40%2026-03-312026-05-15

NVO NOVO-NORDISK A S81.4K shares11.43%2026-03-312026-05-15

GDX VANECK ETF TRUST32.4K shares-9.94%2026-03-312026-05-15

IWD ISHARES TR13.6K shares4.46%2026-03-312026-05-15

IWR ISHARES TR29.2K shares-2.29%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP10.2K shares0.25%2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR97.3K shares4.93%2026-03-312026-05-15

DVY ISHARES TR18.2K shares-0.73%2026-03-312026-05-15

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KR KROGER CO37.9K shares-16.37%2026-03-312026-05-15

IHE ISHARES TR31.2K shares-0.97%2026-03-312026-05-15

SPDR SERIES TRUST SPDR SERIES TRUST27.6K shares0.00%2026-03-312026-05-15

OKE ONEOK INC NEW29.1K shares-1.43%2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L69.3K shares-3.21%2026-03-312026-05-15

STAG STAG INDUSTRIAL INC72.4K shares-0.02%2026-03-312026-05-15

VV VANGUARD INDEX FDS8.7K shares-4.98%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP14.2K shares-6.00%2026-03-312026-05-15

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DOC HEALTHPEAK PROPERTIES INC157.4K shares-14.54%2026-03-312026-05-15

CAH CARDINAL HEALTH INC12.0K shares-6.29%2026-03-312026-05-15

SLB SLB LIMITED48.5K shares0.45%2026-03-312026-05-15

VLO VALERO ENERGY CORP9.8K shares-1.79%2026-03-312026-05-15

VTV VANGUARD INDEX FDS12.3K shares0.60%2026-03-312026-05-15

DFAE DIMENSIONAL ETF TRUST71.0K shares3.29%2026-03-312026-05-15

CMCSA COMCAST CORP NEW82.0K shares2.93%2026-03-312026-05-15

VUG VANGUARD INDEX FDS5.4K shares-2.43%2026-03-312026-05-15

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WSM WILLIAMS SONOMA INC12.7K shares-4.52%2026-03-312026-05-15

VOOV VANGUARD ADMIRAL FDS INC11.3K shares2.03%2026-03-312026-05-15

VIOO VANGUARD ADMIRAL FDS INC19.7K shares0.00%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC15.4K shares2.48%2026-03-312026-05-15

OMC OMNICOM GROUP INC29.7K shares-33.49%2026-03-312026-05-15

REGN REGENERON PHARMACEUTICALS2.8K shares-0.32%2026-03-312026-05-15

ZTS ZOETIS INC18.4K shares-36.98%2026-03-312026-05-15

AVMV AMERICAN CENTY ETF TR29.1K shares52.97%2026-03-312026-05-15

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DGX QUEST DIAGNOSTICS INC10.9K shares-0.64%2026-03-312026-05-15

IHF ISHARES TR51.2K shares-5.60%2026-03-312026-05-15

VOOG VANGUARD ADMIRAL FDS INC5.2K shares-0.40%2026-03-312026-05-15

AVEM AMERICAN CENTY ETF TR25.7K shares158.27%2026-03-312026-05-15

NET CLOUDFLARE INC10.1K shares23.78%2026-03-312026-05-15

FITB FIFTH THIRD BANCORP44.4K shares470.93%2026-03-312026-05-15

NJR NEW JERSEY RES CORP36.9K shares-0.16%2026-03-312026-05-15

MDLZ MONDELEZ INTL INC35.1K shares-10.81%2026-03-312026-05-15

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URI UNITED RENTALS INC2.7K shares-2.85%2026-03-312026-05-15

EEM ISHARES TR35.0K shares-4.30%2026-03-312026-05-15

MAR MARRIOTT INTL INC NEW6.0K shares-8.45%2026-03-312026-05-15

ELV ELEVANCE HEALTH INC FORMERLY6.5K shares-2.21%2026-03-312026-05-15

DFAI DIMENSIONAL ETF TRUST48.6K shares9.69%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP8.4K shares15.39%2026-03-312026-05-15

IGSB ISHARES TR34.0K shares-27.27%2026-03-312026-05-15

QXO QXO INC90.4K shares-1.09%2026-03-312026-05-15

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GIS GENERAL MILLS INC46.9K shares-5.79%2026-03-312026-05-15

SBR SABINE RTY TR23.1K shares-0.83%2026-03-312026-05-15

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY21.7K shares-13.06%2026-03-312026-05-15

TOTALENERGIES SE TOTALENERGIES SE18.7K shares-2.02%2026-03-312026-05-15

UNILEVER PLC UNILEVER PLC29.7K shares-1.77%2026-03-312026-05-15

EMXC ISHARES INC21.5K sharesnew addition2026-03-312026-05-15

WAT WATERS CORP5.6K sharesnew addition2026-03-312026-05-15

CTVA CORTEVA INC19.9K shares-3.59%2026-03-312026-05-15

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SWKS SKYWORKS SOLUTIONS INC30.2K shares212.63%2026-03-312026-05-15

VDE VANGUARD WORLD FD9.3K shares86.78%2026-03-312026-05-15

SCHE SCHWAB STRATEGIC TR48.2K shares-4.34%2026-03-312026-05-15

GPN GLOBAL PMTS INC23.3K shares11.21%2026-03-312026-05-15

EMB ISHARES TR16.6K shares-1.50%2026-03-312026-05-15

AJG GALLAGHER ARTHUR J & CO7.2K shares537.50%2026-03-312026-05-15

ICSH ISHARES TR30.6K shares-4.37%2026-03-312026-05-15

IWV ISHARES TR4.1K shares0.00%2026-03-312026-05-15

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XNTK SPDR SERIES TRUST6.0K shares-0.82%2026-03-312026-05-15

WDC WESTERN DIGITAL CORP5.7K shares-7.21%2026-03-312026-05-15

MPC MARATHON PETE CORP6.3K shares-13.59%2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP5.2K shares3.15%2026-03-312026-05-15

BARRICK MNG CORP BARRICK MNG CORP36.1K shares-5.44%2026-03-312026-05-15

NKE NIKE INC27.8K shares-25.43%2026-03-312026-05-15

TSN TYSON FOODS INC22.6K shares-10.42%2026-03-312026-05-15

BNDX VANGUARD CHARLOTTE FDS30.0K shares-12.88%2026-03-312026-05-15

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DFAS DIMENSIONAL ETF TRUST19.8K shares-63.94%2026-03-312026-05-15

IYF ISHARES TR11.9K shares-1.64%2026-03-312026-05-15

GILD GILEAD SCIENCES INC10.1K shares9.70%2026-03-312026-05-15

USHY ISHARES TR38.0K shares1.10%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC14.9K shares-2.68%2026-03-312026-05-15

TIP ISHARES TR12.4K shares-10.25%2026-03-312026-05-15

QUAL ISHARES TR7.1K shares-0.06%2026-03-312026-05-15

BBH VANECK ETF TRUST7.2K shares0.00%2026-03-312026-05-15

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SRE SEMPRA13.8K shares0.28%2026-03-312026-05-15

DFUS DIMENSIONAL ETF TRUST18.8K shares0.27%2026-03-312026-05-15

BIP BROOKFIELD INFRASTRUCTURE PA36.8K shares-2.48%2026-03-312026-05-15

RIO RIO TINTO PLC14.1K shares-1.68%2026-03-312026-05-15

DHI D R HORTON INC9.5K shares-0.99%2026-03-312026-05-15

VTR VENTAS INC15.8K shares-1.60%2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO4.0K shares-1.57%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC17.6K shares26.73%2026-03-312026-05-15

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JLL JONES LANG LASALLE INC4.1K shares-6.68%2026-03-312026-05-15

SNY SANOFI SA26.0K shares-2.23%2026-03-312026-05-15

F FORD MTR CO107.8K shares-34.00%2026-03-312026-05-15

KMB KIMBERLY-CLARK CORP12.5K shares-19.03%2026-03-312026-05-15

PSX PHILLIPS 666.6K shares-6.74%2026-03-312026-05-15

AIG AMERICAN INTL GROUP INC15.7K shares-9.75%2026-03-312026-05-15

SHOP SHOPIFY INC10.0K shares0.62%2026-03-312026-05-15

ICF ISHARES TR18.8K shares0.24%2026-03-312026-05-15

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AZO AUTOZONE INC341 shares-14.11%2026-03-312026-05-15

EXC EXELON CORP23.0K shares-3.15%2026-03-312026-05-15

EFG ISHARES TR10.1K shares-10.05%2026-03-312026-05-15

IGM ISHARES TR9.0K shares-1.64%2026-03-312026-05-15

NRG NRG ENERGY INC7.2K shares3.41%2026-03-312026-05-15

IGV ISHARES TR13.2K shares47.19%2026-03-312026-05-15

EOG EOG RES INC7.3K shares-14.79%2026-03-312026-05-15

HOV HOVNANIAN ENTERPRISES INC9.3K shares-14.63%2026-03-312026-05-15

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VSGX VANGUARD WORLD FD14.4K shares26.24%2026-03-312026-05-15

FLEX FLEXTRONICS INTL LTD15.0K shares-26.21%2026-03-312026-05-15

GM GENERAL MTRS CO12.9K shares-2.05%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC2.4K shares9.55%2026-03-312026-05-15

TSCO TRACTOR SUPPLY CO19.7K shares-68.24%2026-03-312026-05-15

BP BP PLC19.0K shares-7.69%2026-03-312026-05-15

VUSB VANGUARD BD INDEX FDS17.9K shares-7.21%2026-03-312026-05-15

SJNK SPDR SERIES TRUST34.9K shares-0.83%2026-03-312026-05-15

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GSK PLC GSK PLC15.7K shares6.82%2026-03-312026-05-15

IREN IREN LIMITED25.2K shares-9.68%2026-03-312026-05-15

CLBK COLUMBIA FINL INC49.1K shares0.00%2026-03-312026-05-15

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC11.3K shares-35.80%2026-03-312026-05-15

EFV ISHARES TR11.2K shares14.22%2026-03-312026-05-15

MNST MONSTER BEVERAGE CORP NEW11.5K shares1.92%2026-03-312026-05-15

PPL PPL CORP21.8K shares-3.05%2026-03-312026-05-15

NDAQ NASDAQ INC9.8K shares0.04%2026-03-312026-05-15

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XBI SPDR SERIES TRUST6.5K shares-3.72%2026-03-312026-05-15

GLTR ABRDN PRECIOUS METALS BASKET3.8K shares17.96%2026-03-312026-05-15

SUI SUN CMNTYS INC6.5K shares-0.22%2026-03-312026-05-15

NEM NEWMONT CORP7.5K shares70.61%2026-03-312026-05-15

RL RALPH LAUREN CORP2.3K shares-18.11%2026-03-312026-05-15

TPR TAPESTRY INC5.7K shares0.00%2026-03-312026-05-15

ARTY ISHARES TR17.0K shares0.00%2026-03-312026-05-15

FEX FIRST TR EXCHANGE-TRADED ALP6.3K shares3.35%2026-03-312026-05-15

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VTEI VANGUARD MUN BD FDS7.7K shares0.00%2026-03-312026-05-15

ANIP ANI PHARMACEUTICALS INC10.0K shares0.00%2026-03-312026-05-15

HYS PIMCO ETF TR8.2K shares0.00%2026-03-312026-05-15

VIPER ENERGY INC VIPER ENERGY INC16.2K shares-0.61%2026-03-312026-05-15

JCI JOHNSON CONTROLS INTERNATION5.8K shares1.67%2026-03-312026-05-15

DOV DOVER CORP3.6K shares-2.42%2026-03-312026-05-15

DOW DOW HLDGS INC17.9K shares-27.62%2026-03-312026-05-15

PRU PRUDENTIAL FINL INC7.6K shares-8.50%2026-03-312026-05-15

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VSDM VANGUARD MUN BD FDS9.7K shares61.67%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC1.6K shares1.56%2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F5.2K shares234.87%2026-03-312026-05-15

MSCI MSCI INC1.3K shares-0.82%2026-03-312026-05-15

IWO ISHARES TR2.3K shares0.00%2026-03-312026-05-15

EA ELECTRONIC ARTS INC3.5K shares0.03%2026-03-312026-05-15

ORACLE CORP ORACLE CORP16.0K sharesnew addition2026-03-312026-05-15

HALO HALOZYME THERAPEUTICS INC10.9K shares-2.67%2026-03-312026-05-15

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PAYX PAYCHEX INC7.7K shares-6.78%2026-03-312026-05-15

FELV FIDELITY COVINGTON TRUST20.1K shares-3.89%2026-03-312026-05-15

IT GARTNER INC4.4K shares6.58%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC8.0K shares-16.03%2026-03-312026-05-15

ROST ROSS STORES INC3.2K shares-17.38%2026-03-312026-05-15

CENCORA INC CENCORA INC2.2K shares-0.23%2026-03-312026-05-15

MATW MATTHEWS INTL CORP26.3K shares1.21%2026-03-312026-05-15

VFH VANGUARD WORLD FD5.6K shares-24.64%2026-03-312026-05-15

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CTAS CINTAS CORP4.0K shares35.95%2026-03-312026-05-15

ADM ARCHER DANIELS MIDLAND CO9.2K shares1.79%2026-03-312026-05-15

SIGI SELECTIVE INS GROUP INC8.8K shares0.00%2026-03-312026-05-15

TXT TEXTRON INC7.6K shares-0.64%2026-03-312026-05-15

IGF ISHARES TR9.7K sharesnew addition2026-03-312026-05-15

XSD SPDR SERIES TRUST2.0K shares0.00%2026-03-312026-05-15

PTC PTC INC4.6K shares-0.02%2026-03-312026-05-15

PPG PPG INDS INC6.0K shares-7.89%2026-03-312026-05-15

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FSLR FIRST SOLAR INC3.2K shares-84.82%2026-03-312026-05-15

EL LAUDER ESTEE COS INC8.8K shares0.07%2026-03-312026-05-15

OXY OCCIDENTAL PETE CORP9.7K shares0.06%2026-03-312026-05-15

PFGC PERFORMANCE FOOD GROUP CO7.3K shares-0.49%2026-03-312026-05-15

VTEL VANGUARD MUN BD FDS6.1K sharesnew addition2026-03-312026-05-15

SCZ ISHARES TR7.9K shares-1.06%2026-03-312026-05-15

FI FISERV INC11.2K shares14.97%2026-03-312026-05-15

FANG DIAMONDBACK ENERGY INC3.1K shares125.98%2026-03-312026-05-15

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BABA ALIBABA GROUP HLDG LTD4.9K shares-0.61%2026-03-312026-05-15

PSA PUBLIC STORAGE OPER CO2.3K shares1.03%2026-03-312026-05-15

OS ONESTREAM INC25.4K shares-13.90%2026-03-312026-05-15

WEC ENERGY GROUP INC WEC ENERGY GROUP INC5.3K shares-1.84%2026-03-312026-05-15

ENB ENBRIDGE INC11.1K shares2.47%2026-03-312026-05-15

ITOT ISHARES TR4.1K shares0.00%2026-03-312026-05-15

SCMB SCHWAB STRATEGIC TR22.6K shares0.00%2026-03-312026-05-15

HPE HEWLETT PACKARD ENTERPRISE C24.1K shares-8.44%2026-03-312026-05-15

Sponsored

PVLA PALVELLA THERAPEUTICS INC NE4.6K shares53.33%2026-03-312026-05-15

IDU ISHARES TR4.9K shares0.00%2026-03-312026-05-15

WTV WISDOMTREE TR6.0K shares0.00%2026-03-312026-05-15

XEL XCEL ENERGY INC7.1K sharesnew addition2026-03-312026-05-15

EWC ISHARES INC10.3K shares0.00%2026-03-312026-05-15

AXON AXON ENTERPRISE INC1.3K shares13.61%2026-03-312026-05-15

SLV ISHARES SILVER TR8.1K shares-10.97%2026-03-312026-05-15

ARE ALEXANDRIA REAL ESTATE EQ IN11.9K shares0.85%2026-03-312026-05-15

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF10.4K shares-5.45%2026-03-312026-05-15

AGG ISHARES TR5.5K shares-1.41%2026-03-312026-05-15

PSL INVESCO EXCHANGE TRADED FD T5.0K shares-1.95%2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF14.2K shares-25.11%2026-03-312026-05-15

INFY INFOSYS LTD40.2K shares0.00%2026-03-312026-05-15

HP INC HP INC28.1K shares-12.47%2026-03-312026-05-15

PH PARKER-HANNIFIN CORP603 shares-1.95%2026-03-312026-05-15

SCHV SCHWAB STRATEGIC TR17.6K shares0.00%2026-03-312026-05-15

Sponsored

GFI GOLD FIELDS LTD11.8K shares0.00%2026-03-312026-05-15

ROBO EXCHANGE TRADED CONCEPTS TRU7.8K shares13.34%2026-03-312026-05-15

MPLX MPLX LP9.2K shares0.92%2026-03-312026-05-15

WES WESTERN MIDSTREAM PARTNERS L12.7K shares0.00%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR5.8K shares-0.65%2026-03-312026-05-15

XAR SPDR SERIES TRUST2.0K shares-7.14%2026-03-312026-05-15

IEF ISHARES TR5.3K shares-0.93%2026-03-312026-05-15

TSAT TELESAT CORP13.9K shares0.00%2026-03-312026-05-15

Sponsored

AN AUTONATION INC2.6K shares-6.79%2026-03-312026-05-15

SCHY SCHWAB STRATEGIC TR15.8K shares0.00%2026-03-312026-05-15

YUM YUM BRANDS INC3.2K shares0.75%2026-03-312026-05-15

SNOW SNOWFLAKE INC3.3K shares75.30%2026-03-312026-05-15

AAPL

APPLE INC

-2.56%

Shares1.3M

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-3.72%

Shares779.2K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-2.15%

Shares324.8K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

2.45%

Shares493.2K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.04%

Shares289.6K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-0.53%

Shares562.6K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-1.81%

Shares216.2K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-1.55%

Shares472.3K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

2.13%

Shares1.2M

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

0.42%

Shares711.8K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

1.75%

Shares565.5K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.18%

Shares408.0K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-2.91%

Shares418.7K

Event2026-03-31

Filed2026-05-15

BIV

VANGUARD BD INDEX FDS

2.34%

Shares1.3M

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

4.23%

Shares1.7M

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

1.60%

Shares1.3M

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

-0.10%

Shares1.0M

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

-1.03%

Shares80.1K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

-2.62%

Shares229.6K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

2.54%

Shares393.2K

Event2026-03-31

Filed2026-05-15

VISA INC

-0.25%

Shares245.7K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

-2.04%

Shares77.4K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-0.66%

Shares147.4K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.49%

Shares245.4K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

-1.82%

Shares338.1K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

-1.13%

Shares434.7K

Event2026-03-31

Filed2026-05-15