Sponsored

The Analysis of Peck Wealth Management, LLC's Holdings & P&L

Currently, Peck Wealth Management, LLC holds 122 types of securities in its portfolio with a total value $99.7M. In the most recent quarter, they have increased their positions in USFR (+27.5K shares, valued at $1.4M), AVDE (+8.6K shares, valued at $731.4K), RSPA (+9.3K shares, valued at $464.0K); decreased their positions in VPU (-5.1K shares, valued at $1.0M), VGK (-7.5K shares, valued at $618.4K), JQUA (-7.2K shares, valued at $442.7K); initiated new positions in USFR (+27.5K shares, valued at $1.4M), AVDE (+8.6K shares, valued at $731.4K), RSPA (+9.3K shares, valued at $464.0K).

1M P&L

+496.2K+0.48%

3M P&L

-1.7M-1.60%

HY P&L

+121.0K+0.12%

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/A64.1M

66.9%

2Consumer Electronics7.4M

7.7%

3Software - Infrastructure3.9M

4.0%

Top Industries by Stock Count

1N/A53 stocks

47.7%

2Drug Manufacturers - General4 stocks

3.6%

3Software - Infrastructure4 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES29.5K shares-0.34%2026-03-312026-05-13

AAPL APPLE INC29.1K shares-1.29%2026-03-312026-05-13

JPIE JPMORGAN INCOME ETF83.4K shares6.31%2026-03-312026-05-13

JQUA JPMORGAN U.S. QUALITY FACTOR ETF54.4K shares-11.72%2026-03-312026-05-13

PPA INVESCO AEROSPACE & DEFENSE ETF20.0K shares-0.12%2026-03-312026-05-13

NVDA NVIDIA CORP18.4K shares-2.64%2026-03-312026-05-13

MSFT MICROSOFT CORP7.6K shares0.00%2026-03-312026-05-13

JBND JPMORGAN ACTIVE BOND ETF50.3K shares-0.55%2026-03-312026-05-13

Sponsored

PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF48.7K shares2.25%2026-03-312026-05-13

AMZN AMAZON.COM INC11.7K shares-0.85%2026-03-312026-05-13

IBM IBM CORP9.5K shares-3.07%2026-03-312026-05-13

JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITYETF29.0K shares-16.30%2026-03-312026-05-13

PWB INVESCO LARGE CAP GROWTHETF16.9K shares-2.44%2026-03-312026-05-13

VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES9.0K shares-6.73%2026-03-312026-05-13

TSLA TESLA INC5.2K shares0.00%2026-03-312026-05-13

IEUR ISHARES CORE MSCI EUROPEETF27.1K shares-11.32%2026-03-312026-05-13

Sponsored

PVAL PUTNAM FOCUSED LARGE CAPVALUE ETF40.4K shares-1.58%2026-03-312026-05-13

SPY STATE STREET SPDR S&P 500 ETF TRUST2.8K shares0.00%2026-03-312026-05-13

SHLD GLOBAL X DEFENSE TECH ETF24.7K shares0.19%2026-03-312026-05-13

VEA VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES27.2K shares16.52%2026-03-312026-05-13

OUNZ VANECK MERK GOLD TRUST37.3K shares-0.67%2026-03-312026-05-13

JCPB JPMORGAN CORE PLUS BOND ETF34.7K shares1.91%2026-03-312026-05-13

IWB ISHARES RUSSELL 1000 ETF4.2K shares-8.51%2026-03-312026-05-13

HWM HOWMET AEROSPACE INC6.2K shares-15.40%2026-03-312026-05-13

Sponsored

IWF ISHARES RUSSELL 1000 GROWTH ETF3.3K shares-3.84%2026-03-312026-05-13

USFR WISDOMTREE FLOATING RATETREASURY FUND27.5K sharesnew addition2026-03-312026-05-13

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF17.9K shares-1.20%2026-03-312026-05-13

MOAT VANECK MORNINGSTAR WIDE MOAT ETF13.3K shares-8.88%2026-03-312026-05-13

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF12.5K shares-22.30%2026-03-312026-05-13

IVV ISHARES CORE S&P 500 ETF1.8K shares-1.65%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO3.9K shares-4.94%2026-03-312026-05-13

ALPHABET INC ALPHABET INC3.9K shares0.00%2026-03-312026-05-13

Sponsored

DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND12.6K shares-4.55%2026-03-312026-05-13

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF18.4K shares-5.14%2026-03-312026-05-13

XOM EXXON MOBIL CORP4.9K shares0.00%2026-03-312026-05-13

FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF31.5K shares57.88%2026-03-312026-05-13

VGK VANGUARD FTSE EUROPE ETF9.4K shares-44.25%2026-03-312026-05-13

AVDE AVANTIS INTERNATIONAL EQUITY ETF8.6K sharesnew addition2026-03-312026-05-13

IWD ISHARES RUSSELL 1000 VALUE ETF3.3K shares0.00%2026-03-312026-05-13

IJH ISHARES CORE S&P MID-CAPETF10.4K shares-8.79%2026-03-312026-05-13

Sponsored

BROADCOM INC BROADCOM INC2.0K shares0.00%2026-03-312026-05-13

PTRB PGIM TOTAL RETURN BOND ETF15.0K shares5.01%2026-03-312026-05-13

V VISA INC2.0K shares-5.87%2026-03-312026-05-13

JTEK JPMORGAN U.S. TECH LEADERS ETF7.5K shares-11.82%2026-03-312026-05-13

FTNT FORTINET INC7.2K shares0.00%2026-03-312026-05-13

JMUB JPMORGAN MUNICIPAL ETF10.5K shares0.28%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC600 shares0.00%2026-03-312026-05-13

SPGI S&P GLOBAL INC1.1K shares-8.12%2026-03-312026-05-13

Sponsored

RSPA INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF9.3K sharesnew addition2026-03-312026-05-13

JNJ JOHNSON & JOHNSON1.8K shares0.00%2026-03-312026-05-13

TOUS T. ROWE PRICE INTERNATIONAL EQUITY ETF13.0K shares-8.56%2026-03-312026-05-13

MERCK & CO. INC. MERCK & CO. INC.3.7K shares0.00%2026-03-312026-05-13

JSCP JPMORGAN SHORT DURATION CORE PLUS ETF9.2K shares121.19%2026-03-312026-05-13

GLW CORNING INC2.9K shares-35.90%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC2.4K shares0.00%2026-03-312026-05-13

BK BANK NEW YORK MELLON COR3.0K shares0.00%2026-03-312026-05-13

Sponsored

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF569 shares0.00%2026-03-312026-05-13

PEP PEPSICO INC2.2K shares0.00%2026-03-312026-05-13

BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY700 shares0.00%2026-03-312026-05-13

WMT WALMART INC2.7K shares-6.96%2026-03-312026-05-13

IGM ISHARES EXPANDED TECH SECTOR ETF2.8K shares0.00%2026-03-312026-05-13

CAT CATERPILLAR INC437 shares0.00%2026-03-312026-05-13

HD HOME DEPOT INC897 shares-18.23%2026-03-312026-05-13

NYF ISHARES NEW YORK MUNI BOND ETF5.3K shares59.85%2026-03-312026-05-13

Sponsored

ALPHABET INC ALPHABET INC974 shares0.00%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO900 shares-11.94%2026-03-312026-05-13

VPU VANGUARD UTILITIES INDEXFUND ETF SHARES1.3K shares-79.66%2026-03-312026-05-13

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF1.3K shares0.00%2026-03-312026-05-13

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND2.3K shares24.80%2026-03-312026-05-13

MCO MOODYS CORP500 shares0.00%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE750 shares0.00%2026-03-312026-05-13

TJX TJX COS INC NEW1.2K shares0.00%2026-03-312026-05-13

Sponsored

GEV GE VERNOVA INC187 shares0.00%2026-03-312026-05-13

KO THE COCA-COLA CO2.1K shares-4.31%2026-03-312026-05-13

CSCO CISCO SYS INC2.0K shares0.00%2026-03-312026-05-13

CL COLGATE PALMOLIVE CO1.8K shares0.00%2026-03-312026-05-13

PFE PFIZER INC5.1K shares0.00%2026-03-312026-05-13

ORCL ORACLE CORP884 shares-55.44%2026-03-312026-05-13

COST COSTCO WHSL CORP NEW129 shares0.00%2026-03-312026-05-13

IVW ISHARES S&P 500 GROWTH ETF1.1K shares0.00%2026-03-312026-05-13

Sponsored

ADP AUTOMATIC DATA PROCESSIN566 shares0.00%2026-03-312026-05-13

SHV ISHARES 01 YEAR TREASURYBOND ETF1.0K shares0.00%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR195 shares0.00%2026-03-312026-05-13

ABT ABBOTT LABS1.1K shares-43.24%2026-03-312026-05-13

JPST JPMORGAN ULTRA-SHORT INCOME ETF2.0K shares0.00%2026-03-312026-05-13

CVX CHEVRON CORP NEW478 shares0.00%2026-03-312026-05-13

QCOM QUALCOMM INC751 shares0.00%2026-03-312026-05-13

DIS DISNEY WALT CO1.0K shares0.00%2026-03-312026-05-13

Sponsored

PG PROCTER & GAMBLE CO666 shares0.00%2026-03-312026-05-13

BLACKROCK INC NEW BLACKROCK INC NEW100 shares0.00%2026-03-312026-05-13

SHY ISHARES 1-3 YEAR TREASURY BOND ETF1.1K shares0.00%2026-03-312026-05-13

MMIT NYLI MACKAY MUNI INTERMEDIATE ETF3.7K shares0.00%2026-03-312026-05-13

AMP AMERIPRISE FINL INC200 shares-17.01%2026-03-312026-05-13

SDY STATE STREET SPDR S&P DIVIDEND ETF600 shares0.00%2026-03-312026-05-13

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF1.5K shares0.33%2026-03-312026-05-13

INTC INTEL CORP1.8K shares0.00%2026-03-312026-05-13

Sponsored

BAC BANK OF AMERICA CORP1.4K shares-9.68%2026-03-312026-05-13

MA MASTERCARD INC125 shares-44.44%2026-03-312026-05-13

SLB SLB LIMITED1.2K shares0.00%2026-03-312026-05-13

OPPE WISDOMTREE EUROPEAN OPPORTUNITIES FUND1.1K shares0.00%2026-03-312026-05-13

NEE NEXTERA ENERGY INC600 shares0.00%2026-03-312026-05-13

EMN EASTMAN CHEM CO722 shares-17.20%2026-03-312026-05-13

T AT&T INC1.9K shares0.00%2026-03-312026-05-13

NOW SERVICENOW INC500 shares0.00%2026-03-312026-05-13

Sponsored

TMO THERMO FISHER SCIENTIFIC100 shares0.00%2026-03-312026-05-13

LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF1.2K shares0.00%2026-03-312026-05-13

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF2.0K shares0.00%2026-03-312026-05-13

RTX RTX CORP245 shares0.00%2026-03-312026-05-13

MMIN NYLI MACKAY MUNI INSUREDETF1.9K shares0.00%2026-03-312026-05-13

IVE ISHARES S&P 500 VALUE ETF194 shares0.00%2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW300 shares0.00%2026-03-312026-05-13

LLY ELI LILLY AND CO39 shares0.00%2026-03-312026-05-13

Sponsored

RSG REPUBLIC SVCS INC133 shares-69.28%2026-03-312026-05-13

ES EVERSOURCE ENERGY400 shares-42.61%2026-03-312026-05-13

STT STATE STR CORP216 shares0.00%2026-03-312026-05-13

ADBE ADOBE INC100 shares0.00%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS I471 shares0.00%2026-03-312026-05-13

GILD GILEAD SCIENCES INC165 shares-50.75%2026-03-312026-05-13

MMM 3M CO150 shares0.00%2026-03-312026-05-13

GEHC GE HEALTHCARE TECHNOLOGI250 shares0.00%2026-03-312026-05-13

Sponsored

PEG PUBLIC SVC ENTERPRISE GR150 shares0.00%2026-03-312026-05-13

XONE BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF100 shares0.00%2026-03-312026-05-13

VTI

VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES

-0.34%

Shares29.5K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-1.29%

Shares29.1K

Event2026-03-31

Filed2026-05-13

JPIE

JPMORGAN INCOME ETF

6.31%

Shares83.4K

Event2026-03-31

Filed2026-05-13

JQUA

JPMORGAN U.S. QUALITY FACTOR ETF

-11.72%

Shares54.4K

Event2026-03-31

Filed2026-05-13

PPA

INVESCO AEROSPACE & DEFENSE ETF

-0.12%

Shares20.0K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORP

-2.64%

Shares18.4K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-13

JBND

JPMORGAN ACTIVE BOND ETF

-0.55%

Shares50.3K

Event2026-03-31

Filed2026-05-13

PAVE

GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF

2.25%

Shares48.7K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON.COM INC

-0.85%

Shares11.7K

Event2026-03-31

Filed2026-05-13

IBM

IBM CORP

-3.07%

Shares9.5K

Event2026-03-31

Filed2026-05-13

JIRE

JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITYETF

-16.30%

Shares29.0K

Event2026-03-31

Filed2026-05-13

PWB

INVESCO LARGE CAP GROWTHETF

-2.44%

Shares16.9K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES

-6.73%

Shares9.0K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-13

IEUR

ISHARES CORE MSCI EUROPEETF

-11.32%

Shares27.1K

Event2026-03-31

Filed2026-05-13

PVAL

PUTNAM FOCUSED LARGE CAPVALUE ETF

-1.58%

Shares40.4K

Event2026-03-31

Filed2026-05-13

SPY

STATE STREET SPDR S&P 500 ETF TRUST

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-13

SHLD

GLOBAL X DEFENSE TECH ETF

0.19%

Shares24.7K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES

16.52%

Shares27.2K

Event2026-03-31

Filed2026-05-13

OUNZ

VANECK MERK GOLD TRUST

-0.67%

Shares37.3K

Event2026-03-31

Filed2026-05-13

JCPB

JPMORGAN CORE PLUS BOND ETF

1.91%

Shares34.7K

Event2026-03-31

Filed2026-05-13

IWB

ISHARES RUSSELL 1000 ETF

-8.51%

Shares4.2K

Event2026-03-31

Filed2026-05-13

HWM

HOWMET AEROSPACE INC

-15.40%

Shares6.2K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES RUSSELL 1000 GROWTH ETF

-3.84%

Shares3.3K

Event2026-03-31

Filed2026-05-13

USFR

WISDOMTREE FLOATING RATETREASURY FUND

New

Shares27.5K

Event2026-03-31

Filed2026-05-13

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

-1.20%

Shares17.9K

Event2026-03-31

Filed2026-05-13

MOAT

VANECK MORNINGSTAR WIDE MOAT ETF

-8.88%

Shares13.3K

Event2026-03-31

Filed2026-05-13

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF

-22.30%

Shares12.5K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES CORE S&P 500 ETF

-1.65%

Shares1.8K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

-4.94%

Shares3.9K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-13

DGRW

WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND

-4.55%

Shares12.6K

Event2026-03-31

Filed2026-05-13

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

-5.14%

Shares18.4K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-13

FLMI

FRANKLIN DYNAMIC MUNICIPAL BOND ETF

57.88%

Shares31.5K

Event2026-03-31

Filed2026-05-13

VGK

VANGUARD FTSE EUROPE ETF

-44.25%

Shares9.4K

Event2026-03-31

Filed2026-05-13

AVDE

AVANTIS INTERNATIONAL EQUITY ETF

New

Shares8.6K

Event2026-03-31

Filed2026-05-13

IWD

ISHARES RUSSELL 1000 VALUE ETF

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES CORE S&P MID-CAPETF

-8.79%

Shares10.4K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-13

PTRB

PGIM TOTAL RETURN BOND ETF

5.01%

Shares15.0K

Event2026-03-31

Filed2026-05-13

VISA INC

-5.87%

Shares2.0K

Event2026-03-31

Filed2026-05-13

JTEK

JPMORGAN U.S. TECH LEADERS ETF

-11.82%

Shares7.5K

Event2026-03-31

Filed2026-05-13

FTNT

FORTINET INC

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-13

JMUB

JPMORGAN MUNICIPAL ETF

0.28%

Shares10.5K

Event2026-03-31

Filed2026-05-13

GOLDMAN SACHS GROUP INC

0.00%

Shares600

Event2026-03-31

Filed2026-05-13

SPGI

S&P GLOBAL INC

-8.12%

Shares1.1K

Event2026-03-31

Filed2026-05-13

RSPA

INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF

New

Shares9.3K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-13

TOUS

T. ROWE PRICE INTERNATIONAL EQUITY ETF

-8.56%

Shares13.0K

Event2026-03-31

Filed2026-05-13

MERCK & CO. INC.

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-13

JSCP

JPMORGAN SHORT DURATION CORE PLUS ETF

121.19%

Shares9.2K

Event2026-03-31

Filed2026-05-13

GLW

CORNING INC

-35.90%

Shares2.9K

Event2026-03-31

Filed2026-05-13

PLTR

PALANTIR TECHNOLOGIES INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-13

BANK NEW YORK MELLON COR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-13

VANGUARD S&P 500 ETF

0.00%

Shares569

Event2026-03-31

Filed2026-05-13

PEP

PEPSICO INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY

0.00%

Shares700

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

-6.96%

Shares2.7K

Event2026-03-31

Filed2026-05-13

IGM

ISHARES EXPANDED TECH SECTOR ETF

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-13

CAT

CATERPILLAR INC

0.00%

Shares437

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

-18.23%

Shares897

Event2026-03-31

Filed2026-05-13

NYF

ISHARES NEW YORK MUNI BOND ETF

59.85%

Shares5.3K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

0.00%

Shares974

Event2026-03-31

Filed2026-05-13

AXP

AMERICAN EXPRESS CO

-11.94%

Shares900

Event2026-03-31

Filed2026-05-13

VPU

VANGUARD UTILITIES INDEXFUND ETF SHARES

-79.66%

Shares1.3K

Event2026-03-31

Filed2026-05-13

INVESCO S&P 500 EQUAL WEIGHT ETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-13

MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

24.80%

Shares2.3K

Event2026-03-31

Filed2026-05-13

MCO

MOODYS CORP

0.00%

Shares500

Event2026-03-31

Filed2026-05-13

GE AEROSPACE

0.00%

Shares750

Event2026-03-31

Filed2026-05-13

TJX

TJX COS INC NEW

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

GEV

GE VERNOVA INC

0.00%

Shares187

Event2026-03-31

Filed2026-05-13

THE COCA-COLA CO

-4.31%

Shares2.1K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-13

COLGATE PALMOLIVE CO

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-13

PFE

PFIZER INC

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-13

ORCL

ORACLE CORP

-55.44%

Shares884

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHSL CORP NEW

0.00%

Shares129

Event2026-03-31

Filed2026-05-13

IVW

ISHARES S&P 500 GROWTH ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

ADP

AUTOMATIC DATA PROCESSIN

0.00%

Shares566

Event2026-03-31

Filed2026-05-13

SHV

ISHARES 01 YEAR TREASURYBOND ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

0.00%

Shares195

Event2026-03-31

Filed2026-05-13

ABT

ABBOTT LABS

-43.24%

Shares1.1K

Event2026-03-31

Filed2026-05-13

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORP NEW

0.00%

Shares478

Event2026-03-31

Filed2026-05-13

QCOM

QUALCOMM INC

0.00%

Shares751

Event2026-03-31

Filed2026-05-13

DIS

DISNEY WALT CO

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

0.00%

Shares666

Event2026-03-31

Filed2026-05-13

BLACKROCK INC NEW

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

MMIT

NYLI MACKAY MUNI INTERMEDIATE ETF

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-13

AMP

AMERIPRISE FINL INC

-17.01%

Shares200

Event2026-03-31

Filed2026-05-13

SDY

STATE STREET SPDR S&P DIVIDEND ETF

0.00%

Shares600

Event2026-03-31

Filed2026-05-13

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

0.33%

Shares1.5K

Event2026-03-31

Filed2026-05-13

INTC

INTEL CORP

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-13

BAC

BANK OF AMERICA CORP

-9.68%

Shares1.4K

Event2026-03-31

Filed2026-05-13

MASTERCARD INC

-44.44%

Shares125

Event2026-03-31

Filed2026-05-13

SLB

SLB LIMITED

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

OPPE

WISDOMTREE EUROPEAN OPPORTUNITIES FUND

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

NEE

NEXTERA ENERGY INC

0.00%

Shares600

Event2026-03-31

Filed2026-05-13

EMN

EASTMAN CHEM CO

-17.20%

Shares722

Event2026-03-31

Filed2026-05-13

AT&T INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-13

NOW

SERVICENOW INC

0.00%

Shares500

Event2026-03-31

Filed2026-05-13

TMO

THERMO FISHER SCIENTIFIC

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

LVHI

FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

IBDR

ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORP

0.00%

Shares245

Event2026-03-31

Filed2026-05-13

MMIN

NYLI MACKAY MUNI INSUREDETF

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES S&P 500 VALUE ETF

0.00%

Shares194

Event2026-03-31

Filed2026-05-13

DUKE ENERGY CORP NEW

0.00%

Shares300

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY AND CO

0.00%

Shares39

Event2026-03-31

Filed2026-05-13

RSG

REPUBLIC SVCS INC

-69.28%

Shares133

Event2026-03-31

Filed2026-05-13

EVERSOURCE ENERGY

-42.61%

Shares400

Event2026-03-31

Filed2026-05-13

STT

STATE STR CORP

0.00%

Shares216

Event2026-03-31

Filed2026-05-13

ADBE

ADOBE INC

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS I

0.00%

Shares471

Event2026-03-31

Filed2026-05-13

GILD

GILEAD SCIENCES INC

-50.75%

Shares165

Event2026-03-31

Filed2026-05-13

MMM

3M CO

0.00%

Shares150

Event2026-03-31

Filed2026-05-13

GEHC

GE HEALTHCARE TECHNOLOGI

0.00%

Shares250

Event2026-03-31

Filed2026-05-13

PEG

PUBLIC SVC ENTERPRISE GR

0.00%

Shares150

Event2026-03-31

Filed2026-05-13

XONE

BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF

0.00%

Shares100

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available