Sponsored
The Analysis of Perkins Coie Trust Co's Holdings & P&L
Currently, Perkins Coie Trust Co holds 257 types of securities in its portfolio with a total value $520.1M. In the most recent quarter, they have increased their positions in NFLX (+18.3K shares, valued at $1.8M), NVDA (+5.2K shares, valued at $901.6K), JEPI (+15.7K shares, valued at $890.8K); decreased their positions in QCOM (-11.5K shares, valued at $1.5M), AMT (-2.1K shares, valued at $358.1K), IVW (-2.4K shares, valued at $269.7K); initiated new positions in AVDE (+3.7K shares, valued at $312.9K), N/A (+166 shares, valued at $6.1K).
1M P&L
+19.4M+4.04%
3M P&L
-108.9M-17.90%
HY P&L
-80.7M-13.92%
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/A205.3M
46.0%
2Software - Infrastructure30.9M
6.9%
3Consumer Electronics26.0M
5.8%
Top Industries by Stock Count
1N/A66 stocks
30.8%
2Drug Manufacturers - General6 stocks
2.8%
3Software - Infrastructure6 stocks
2.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF6.1K shares0.00%2026-03-312026-04-15
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
UTILITIES SELECT SECTOR SPDR ETF UTILITIES SELECT SECTOR SPDR ETF5.3K shares-6.51%2026-03-312026-04-15
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INTERNATIONAL BUSINESS MACHINES INTERNATIONAL BUSINESS MACHINES270 shares-18.18%2026-03-312026-04-15
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
INVESCO FTSE RAFI US 1500 SMALL-MID ETF INVESCO FTSE RAFI US 1500 SMALL-MID ETF525 shares0.00%2026-03-312026-04-15
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
VEA
1.57%VANGUARD FTSE DEVELOPED MKTS ETF
Shares770.6K
Event2026-03-31
Filed2026-04-15
VO
0.86%VANGUARD MID-CAP ETF
Shares143.3K
Event2026-03-31
Filed2026-04-15
AAPL
0.79%APPLE INC
Shares102.6K
Event2026-03-31
Filed2026-04-15
MSFT
0.68%MICROSOFT CORP
Shares64.7K
Event2026-03-31
Filed2026-04-15
VONG
1.88%VANGUARD RUSSELL 1000 GROWTH ETF
Shares202.5K
Event2026-03-31
Filed2026-04-15
VTV
3.59%VANGUARD VALUE ETF
Shares103.0K
Event2026-03-31
Filed2026-04-15
ALPHABET INC CL A
-0.20%ALPHABET INC CL A
Shares65.2K
Event2026-03-31
Filed2026-04-15
IVW
-1.95%ISHARES S&P 500 GROWTH ETF
Shares120.2K
Event2026-03-31
Filed2026-04-15
NVDA
7.54%NVIDIA CORPORATION
Shares73.8K
Event2026-03-31
Filed2026-04-15
BROADCOM INC
3.38%BROADCOM INC
Shares36.5K
Event2026-03-31
Filed2026-04-15
JEPI
9.64%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares178.8K
Event2026-03-31
Filed2026-04-15
IYW
1.64%ISHARES U.S. TECHNOLOGY ETF
Shares55.4K
Event2026-03-31
Filed2026-04-15
AMZN
-0.22%AMAZON.COM INC
Shares47.8K
Event2026-03-31
Filed2026-04-15
SMH
2.19%VANECK SEMICONDUCTOR ETF
Shares25.9K
Event2026-03-31
Filed2026-04-15
VANGUARD MID CAP ETF
1.57%VANGUARD MID CAP ETF
Shares34.0K
Event2026-03-31
Filed2026-04-15
EATON CORP PLC
-0.59%EATON CORP PLC
Shares26.1K
Event2026-03-31
Filed2026-04-15
V
2.56%VISA INC
Shares29.3K
Event2026-03-31
Filed2026-04-15
CVX
6.75%CHEVRON CORP
Shares42.1K
Event2026-03-31
Filed2026-04-15
LLY
2.32%ELI LILLY & CO
Shares8.2K
Event2026-03-31
Filed2026-04-15
XLU
2.86%UTILITIES SELECT SECTOR SPDR ETF
Shares154.3K
Event2026-03-31
Filed2026-04-15
JPM
3.22%JPMORGAN CHASE & CO
Shares23.0K
Event2026-03-31
Filed2026-04-15
HD
1.32%HOME DEPOT INC
Shares20.1K
Event2026-03-31
Filed2026-04-15
CB
-0.69%CHUBB LIMITED
Shares19.7K
Event2026-03-31
Filed2026-04-15
META
3.02%META PLATFORMS INC
Shares10.9K
Event2026-03-31
Filed2026-04-15
BLACKROCK INC
0.15%BLACKROCK INC
Shares6.0K
Event2026-03-31
Filed2026-04-15
PG
-1.42%PROCTER & GAMBLE CO
Shares38.7K
Event2026-03-31
Filed2026-04-15
SCHW
-0.88%CHARLES SCHWAB CORP
Shares57.7K
Event2026-03-31
Filed2026-04-15
ORCL
7.26%ORACLE CORP
Shares36.5K
Event2026-03-31
Filed2026-04-15
CSCO
-1.11%CISCO SYSTEMS INC
Shares65.2K
Event2026-03-31
Filed2026-04-15
PEP
1.50%PEPSICO INC
Shares32.4K
Event2026-03-31
Filed2026-04-15
COST
1.74%COSTCO WHOLESALE CORP
Shares4.8K
Event2026-03-31
Filed2026-04-15
WFC
3.02%WELLS FARGO & CO
Shares59.7K
Event2026-03-31
Filed2026-04-15
HON
0.84%HONEYWELL INTL INC
Shares20.4K
Event2026-03-31
Filed2026-04-15
IJK
-0.15%ISHARES S&P MID-CAP 400 GROWTH ETF
Shares44.4K
Event2026-03-31
Filed2026-04-15
UNP
3.06%UNION PACIFIC CORP
Shares18.1K
Event2026-03-31
Filed2026-04-15
DHR
1.10%DANAHER CORP
Shares22.6K
Event2026-03-31
Filed2026-04-15
ABBV
-1.61%ABBVIE INC
Shares19.2K
Event2026-03-31
Filed2026-04-15
IBM
-2.34%INTERNATIONAL BUSINESS MACHINES
Shares16.1K
Event2026-03-31
Filed2026-04-15
CAT
0.32%CATERPILLAR INC
Shares5.3K
Event2026-03-31
Filed2026-04-15
T
-1.73%AT&T INC
Shares121.9K
Event2026-03-31
Filed2026-04-15
ECL
-0.44%ECOLAB INC
Shares13.0K
Event2026-03-31
Filed2026-04-15
UNH
0.30%UNITEDHEALTH GROUP INC
Shares12.8K
Event2026-03-31
Filed2026-04-15
MEDTRONIC PLC
-1.41%MEDTRONIC PLC
Shares38.7K
Event2026-03-31
Filed2026-04-15
IBB
0.91%ISHARES BIOTECHNOLOGY ETF
Shares19.9K
Event2026-03-31
Filed2026-04-15
SYK
-3.03%STRYKER CORP
Shares9.9K
Event2026-03-31
Filed2026-04-15
ISHARES GOLD TRUST ETF
0.00%ISHARES GOLD TRUST ETF
Shares35.1K
Event2026-03-31
Filed2026-04-15
O
2.51%REALTY INCOME CORP
Shares47.6K
Event2026-03-31
Filed2026-04-15
DHI
2.83%D. R. HORTON INC
Shares20.7K
Event2026-03-31
Filed2026-04-15
MET
-1.82%METLIFE INC
Shares40.0K
Event2026-03-31
Filed2026-04-15
ALPHABET INC CL C
0.00%ALPHABET INC CL C
Shares9.8K
Event2026-03-31
Filed2026-04-15
MAR
-0.30%MARRIOTT INTERNATIONAL INC
Shares8.6K
Event2026-03-31
Filed2026-04-15
UPS
10.99%UNITED PARCEL SERVICE INC
Shares28.0K
Event2026-03-31
Filed2026-04-15
VANGUARD S&P 500 ETF
2.27%VANGUARD S&P 500 ETF
Shares4.6K
Event2026-03-31
Filed2026-04-15
FCX
7.35%FREEPORT-MCMORAN INC.
Shares45.7K
Event2026-03-31
Filed2026-04-15
DIS
-4.27%WALT DISNEY CO
Shares27.1K
Event2026-03-31
Filed2026-04-15
AMT
-12.41%AMERICAN TOWER CORP
Shares14.6K
Event2026-03-31
Filed2026-04-15
SBUX
-6.41%STARBUCKS CORP
Shares27.4K
Event2026-03-31
Filed2026-04-15
VTI
0.00%VANGUARD TOTAL STOCK MARKET ETF
Shares6.5K
Event2026-03-31
Filed2026-04-15
NFLX
9155.50%NETFLIX INC
Shares18.5K
Event2026-03-31
Filed2026-04-15
PFE
-2.46%PFIZER INC
Shares60.8K
Event2026-03-31
Filed2026-04-15
FAN
0.00%FIRST TRUST GLOBAL WIND ENERGY ETF
Shares62.2K
Event2026-03-31
Filed2026-04-15
PANW
-0.44%PALO ALTO NETWORKS INC
Shares9.1K
Event2026-03-31
Filed2026-04-15
QCOM
-52.38%QUALCOMM INC
Shares10.5K
Event2026-03-31
Filed2026-04-15
INVESCO S&P 500 EQUAL WEIGHT ETF
0.00%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares6.1K
Event2026-03-31
Filed2026-04-15
VIG
-1.43%VANGUARD DIVIDEND APPRECIATION ETF
Shares5.2K
Event2026-03-31
Filed2026-04-15
XOM
0.00%EXXON MOBIL CORP
Shares5.5K
Event2026-03-31
Filed2026-04-15
IWM
0.00%ISHARES RUSSELL 2000 ETF
Shares3.1K
Event2026-03-31
Filed2026-04-15
BRK.A
0.00%BERKSHIRE HATHAWAY INC CL A
Shares1
Event2026-03-31
Filed2026-04-15
CME
1.61%CME GROUP INC
Shares2.4K
Event2026-03-31
Filed2026-04-15
VLTO
1.29%VERALTO CORP
Shares7.3K
Event2026-03-31
Filed2026-04-15
IWF
0.00%ISHARES RUSSELL 1000 GROWTH ETF
Shares1.5K
Event2026-03-31
Filed2026-04-15
FTEC
-4.09%FIDELITY MSCI INFO TECH INDEX ETF
Shares3.0K
Event2026-03-31
Filed2026-04-15
XBI
0.00%SPDR S&P BIOTECH ETF
Shares4.3K
Event2026-03-31
Filed2026-04-15
MICROSOFT CORP
16.33%MICROSOFT CORP
Shares1.4K
Event2026-03-31
Filed2026-04-15
TSM
0.00%TAIWAN SEMICONDUCTOR-SP ADR
Shares1.5K
Event2026-03-31
Filed2026-04-15
SOLSTICE ADVANCED MATERIALS
15.63%SOLSTICE ADVANCED MATERIALS
Shares6.4K
Event2026-03-31
Filed2026-04-15
IWD
0.00%ISHARES RUSSELL 1000 VALUE ETF
Shares2.2K
Event2026-03-31
Filed2026-04-15
LMT
0.00%LOCKHEED MARTIN CORP
Shares746
Event2026-03-31
Filed2026-04-15
BLACKSTONE GROUP INC NPV
0.00%BLACKSTONE GROUP INC NPV
Shares3.8K
Event2026-03-31
Filed2026-04-15
CHEVRON CORP
-7.34%CHEVRON CORP
Shares1.9K
Event2026-03-31
Filed2026-04-15
VUG
0.00%VANGUARD GROWTH INDEX ETF
Shares866
Event2026-03-31
Filed2026-04-15
MERCK & CO INC
0.00%MERCK & CO INC
Shares3.0K
Event2026-03-31
Filed2026-04-15
JNJ
-6.45%JOHNSON & JOHNSON
Shares1.5K
Event2026-03-31
Filed2026-04-15
VNQ
0.00%VANGUARD REAL ESTATE ETF
Shares3.8K
Event2026-03-31
Filed2026-04-15
LINE
0.00%LINEAGE INC
Shares9.9K
Event2026-03-31
Filed2026-04-15
BPOP
-24.88%POPULAR INC
Shares2.4K
Event2026-03-31
Filed2026-04-15
AVDE
NewAVANTIS INTERNATIONAL EQUITY ETF
Shares3.7K
Event2026-03-31
Filed2026-04-15
THFF
-6.31%FIRST FINANCIAL CORPORATION
Shares4.8K
Event2026-03-31
Filed2026-04-15
CEF
0.00%SPROTT PHY TRUST UNIT (CAD)
Shares6.0K
Event2026-03-31
Filed2026-04-15
VYM
0.00%VANGUARD HIGH DIVIDEND YIELD IDX FD ETF
Shares1.9K
Event2026-03-31
Filed2026-04-15
BERKSHIRE HATHAWAY CL B
-0.87%BERKSHIRE HATHAWAY CL B
Shares572
Event2026-03-31
Filed2026-04-15
PLAB
-28.60%PHOTRONICS INC
Shares6.7K
Event2026-03-31
Filed2026-04-15
HYG
-43.45%ISHARES IBOXX $ H-Y CORP BD ETF
Shares3.4K
Event2026-03-31
Filed2026-04-15
AMGN
0.00%AMGEN INC
Shares750
Event2026-03-31
Filed2026-04-15
EFA
0.00%ISHARES MSCI EAFE INDEX ETF
Shares2.6K
Event2026-03-31
Filed2026-04-15
ACLS
0.00%AXCELIS TECHNOLOGIES INC
Shares2.7K
Event2026-03-31
Filed2026-04-15
WEC ENERGY GROUP INC
0.00%WEC ENERGY GROUP INC
Shares2.2K
Event2026-03-31
Filed2026-04-15
MCD
0.00%MCDONALDS CORP
Shares817
Event2026-03-31
Filed2026-04-15
IWR
0.00%ISHARES RUSSELL MIDCAP ETF
Shares2.6K
Event2026-03-31
Filed2026-04-15
UTILITIES SELECT SECTOR SPDR ETF
-6.51%UTILITIES SELECT SECTOR SPDR ETF
Shares5.3K
Event2026-03-31
Filed2026-04-15
BK
0.00%BANK OF NEW YORK MELLON CORP
Shares2.0K
Event2026-03-31
Filed2026-04-15
TRGP
0.00%TARGA RESOURCES CORPORATION
Shares955
Event2026-03-31
Filed2026-04-15
FBP
0.00%FIRST BANCORP
Shares11.0K
Event2026-03-31
Filed2026-04-15
FSLR
2.25%FIRST SOLAR INC
Shares1.2K
Event2026-03-31
Filed2026-04-15
FI
0.00%FISERV INC
Shares4.1K
Event2026-03-31
Filed2026-04-15
FNF
0.00%FIDELITY NATIONAL FINANCIAL INC
Shares4.7K
Event2026-03-31
Filed2026-04-15
NVO
0.00%NOVO NORDISK AS ADR
Shares5.5K
Event2026-03-31
Filed2026-04-15
TMO
-7.06%THERMO FISHER SCIENTIFIC INC
Shares395
Event2026-03-31
Filed2026-04-15
SYF
0.00%SYNCHRONY FINANCIAL
Shares2.8K
Event2026-03-31
Filed2026-04-15
BA
0.00%BOEING CO
Shares954
Event2026-03-31
Filed2026-04-15
ACCENTURE PLC
-43.13%ACCENTURE PLC
Shares936
Event2026-03-31
Filed2026-04-15
WELLS FARGO & CO
11.78%WELLS FARGO & CO
Shares2.3K
Event2026-03-31
Filed2026-04-15
IVV
0.00%ISHARES CORE S&P 500 ETF
Shares273
Event2026-03-31
Filed2026-04-15
VB
0.00%VANGUARD SMALL CAP INDEX ETF
Shares665
Event2026-03-31
Filed2026-04-15
CHARLES SCHWAB CORP
-2.33%CHARLES SCHWAB CORP
Shares1.8K
Event2026-03-31
Filed2026-04-15
INVESCO QQQ TRUST
0.00%INVESCO QQQ TRUST
Shares299
Event2026-03-31
Filed2026-04-15
PEPSICO INC
-10.78%PEPSICO INC
Shares1.1K
Event2026-03-31
Filed2026-04-15
ORACLE CORP
61.93%ORACLE CORP
Shares1.1K
Event2026-03-31
Filed2026-04-15
PROCTOR & GAMBLE CO
-5.25%PROCTOR & GAMBLE CO
Shares1.2K
Event2026-03-31
Filed2026-04-15
IJH
0.00%ISHARES CORE S&P MID-CAP ETF
Shares2.5K
Event2026-03-31
Filed2026-04-15
BLACKROCK INC
-10.64%BLACKROCK INC
Shares168
Event2026-03-31
Filed2026-04-15
BTT
0.00%BLACKROCK MUNI 2030 TARGET TERM TRUST
Shares7.1K
Event2026-03-31
Filed2026-04-15
LAM RESEARCH CORP COM NEW
0.00%LAM RESEARCH CORP COM NEW
Shares750
Event2026-03-31
Filed2026-04-15
XLK
0.00%TECHNOLOGY SELECT SECTOR SPDR FD
Shares1.2K
Event2026-03-31
Filed2026-04-15
VT
0.00%VANGUARD TOTAL WORLD STOCK ETF
Shares1.1K
Event2026-03-31
Filed2026-04-15
WMT
0.00%WAL-MART STORES INC
Shares1.2K
Event2026-03-31
Filed2026-04-15
OKE
0.00%ONEOK INCORPORATED
Shares1.7K
Event2026-03-31
Filed2026-04-15
EW
-1.02%EDWARD LIFESCIENCES CORPORATION
Shares1.9K
Event2026-03-31
Filed2026-04-15
VGSH
0.00%VANGUARD SHORT-TERM TREASURY ETF
Shares2.5K
Event2026-03-31
Filed2026-04-15
USAC
-23.44%USA COMPRESSION PARTNERS LP
Shares5.4K
Event2026-03-31
Filed2026-04-15
ITOT
0.00%ISHARES CORE S&P TOTAL US STK MKT ETF
Shares1.0K
Event2026-03-31
Filed2026-04-15
VWO
0.00%VANGUARD FTSE EMERGING MKTS ETF
Shares2.6K
Event2026-03-31
Filed2026-04-15
GE AEROSPACE NEW
0.00%GE AEROSPACE NEW
Shares492
Event2026-03-31
Filed2026-04-15
AEP
0.00%AMERICAN ELECTRIC PWR CO INC
Shares1.0K
Event2026-03-31
Filed2026-04-15
UNITED PARCEL SERVICE INC
-2.98%UNITED PARCEL SERVICE INC
Shares1.3K
Event2026-03-31
Filed2026-04-15
BBSI
0.00%BARRETT BUSINESS SERVICES INC
Shares4.4K
Event2026-03-31
Filed2026-04-15
WMB
0.00%WILLIAMS COS INC
Shares1.7K
Event2026-03-31
Filed2026-04-15
CMCSA
-14.88%COMCAST CORP
Shares4.2K
Event2026-03-31
Filed2026-04-15
BLDR
0.00%BUILDERS FIRSTSOURCE INC
Shares1.4K
Event2026-03-31
Filed2026-04-15
CISCO SYSTEMS INC
-13.57%CISCO SYSTEMS INC
Shares1.5K
Event2026-03-31
Filed2026-04-15
SLF
0.00%SUN LIFE FINANCIAL INC
Shares1.9K
Event2026-03-31
Filed2026-04-15
NSC
0.00%NORFOLK SOUTHERN CORP
Shares395
Event2026-03-31
Filed2026-04-15
SPY
0.00%SPDR S&P 500 ETF TRUST
Shares169
Event2026-03-31
Filed2026-04-15
GEV
0.00%GE VERNOVA LLC
Shares122
Event2026-03-31
Filed2026-04-15
MA
0.00%MASTERCARD INC CL A
Shares210
Event2026-03-31
Filed2026-04-15
IWP
0.00%ISHARES RUSSELL MIDCAP GROWTH ETF
Shares797
Event2026-03-31
Filed2026-04-15
KO
-3.06%COCA-COLA COMPANY
Shares1.3K
Event2026-03-31
Filed2026-04-15
XLV
0.00%HEALTH CARE SELECT SECTOR SPDR
Shares627
Event2026-03-31
Filed2026-04-15
S
0.00%SENTINELONE INC CL A
Shares6.8K
Event2026-03-31
Filed2026-04-15
RKT
0.00%ROCKET COS INC
Shares6.1K
Event2026-03-31
Filed2026-04-15
FDX
-10.91%FEDEX CORP
Shares245
Event2026-03-31
Filed2026-04-15
GS
-16.67%GOLDMAN SACHS GROUP INC
Shares100
Event2026-03-31
Filed2026-04-15
AT&T INC
-7.35%AT&T INC
Shares2.9K
Event2026-03-31
Filed2026-04-15
AMAT
-4.00%APPLIED MATERIALS INC
Shares240
Event2026-03-31
Filed2026-04-15
ALNY
-53.20%ALNYLAM PHARMACEUTICALS INC
Shares234
Event2026-03-31
Filed2026-04-15
VV
0.00%VANGUARD LARGE CAP INDEX ETF
Shares250
Event2026-03-31
Filed2026-04-15
MDLZ
-68.80%MONDELEZ INTERNATIONAL INC
Shares1.3K
Event2026-03-31
Filed2026-04-15
LOW
-26.49%LOWES COMPANIES INC
Shares308
Event2026-03-31
Filed2026-04-15
STRYKER CORP
2.37%STRYKER CORP
Shares216
Event2026-03-31
Filed2026-04-15
NEE
0.00%NEXTERA ENERGY INC
Shares740
Event2026-03-31
Filed2026-04-15
EQIX
0.00%EQUINIX INC
Shares70
Event2026-03-31
Filed2026-04-15
WALT DISNEY CO
-21.46%WALT DISNEY CO
Shares710
Event2026-03-31
Filed2026-04-15
NKE
19.50%NIKE INC CL B
Shares1.3K
Event2026-03-31
Filed2026-04-15
DE
-7.75%DEERE & CO
Shares119
Event2026-03-31
Filed2026-04-15
DUKE ENERGY CORP
0.00%DUKE ENERGY CORP
Shares507
Event2026-03-31
Filed2026-04-15
INTERNATIONAL BUSINESS MACHINES
-18.18%INTERNATIONAL BUSINESS MACHINES
Shares270
Event2026-03-31
Filed2026-04-15
KKR & CO INC
0.00%KKR & CO INC
Shares677
Event2026-03-31
Filed2026-04-15
SNOW
0.00%SNOWFLAKE INC
Shares385
Event2026-03-31
Filed2026-04-15
PH
0.00%PARKER HANNIFIN CORP
Shares63
Event2026-03-31
Filed2026-04-15
XLF
0.00%FINANCIAL SELECT SECTOR SPDR
Shares1.1K
Event2026-03-31
Filed2026-04-15
PFIZER INC
81.63%PFIZER INC
Shares1.9K
Event2026-03-31
Filed2026-04-15
MDY
0.00%SPDR S&P MIDCAP 400 ETF
Shares85
Event2026-03-31
Filed2026-04-15
IUSV
0.00%ISHARES CORE S&P VALUE ETF
Shares512
Event2026-03-31
Filed2026-04-15
COF
0.00%CAPITAL ONE FINANCIAL CORP
Shares285
Event2026-03-31
Filed2026-04-15
ES
0.00%EVERSOURCE ENERGY NPV
Shares734
Event2026-03-31
Filed2026-04-15
MMC
0.00%MARSH & MCLENNAN COS INC
Shares286
Event2026-03-31
Filed2026-04-15
BAC
0.00%BANK OF AMERICA CORP
Shares1.0K
Event2026-03-31
Filed2026-04-15
XLY
0.00%SELECT SECTOR SPDR ETF CONSUMER DISCRETIONARY
Shares452
Event2026-03-31
Filed2026-04-15
PLD
0.00%PROLOGIS INC
Shares367
Event2026-03-31
Filed2026-04-15
VGIT
0.00%VANGUARD INT-TERM TREASURY ETF
Shares813
Event2026-03-31
Filed2026-04-15
PCAR
-2.34%PACCAR INC
Shares417
Event2026-03-31
Filed2026-04-15
XLB
0.00%MATERIALS SELECT SECTOR SPDR
Shares936
Event2026-03-31
Filed2026-04-15
IJR
0.00%ISHARES CORE S&P SMALL CAP INDEX ETF
Shares372
Event2026-03-31
Filed2026-04-15
WM
0.00%WASTE MANAGEMENT INC
Shares200
Event2026-03-31
Filed2026-04-15
IJT
0.00%ISHARES S&P SMALL CAP 600 GROWTH INDEX FD
Shares312
Event2026-03-31
Filed2026-04-15
CL
-15.90%COLGATE PALMOLIVE CO
Shares529
Event2026-03-31
Filed2026-04-15
MMM
0.00%3M CO
Shares310
Event2026-03-31
Filed2026-04-15
SCZ
0.00%ISHARES MSCI EAFE SM CAP ETF
Shares568
Event2026-03-31
Filed2026-04-15
COIN
0.00%COINBASE GLOBAL INC
Shares250
Event2026-03-31
Filed2026-04-15
BKNG
0.00%BOOKING HOLDINGS INC
Shares10
Event2026-03-31
Filed2026-04-15
IWO
-5.71%ISHARES RUSSELL 2000 GROWTH ETF
Shares132
Event2026-03-31
Filed2026-04-15
IBIT
0.00%ISHARES BITCOIN TRUST ETF
Shares1.0K
Event2026-03-31
Filed2026-04-15
FBTC
0.00%FIDELITY WISE ORIGIN BITCOIN FUND ETF
Shares680
Event2026-03-31
Filed2026-04-15
GENERAL DYNAMICS CORP
0.00%GENERAL DYNAMICS CORP
Shares115
Event2026-03-31
Filed2026-04-15
PSX
0.00%PHILLIPS 66
Shares215
Event2026-03-31
Filed2026-04-15
DON
0.00%WISDOMTREE US MID CAP DIV ETF
Shares740
Event2026-03-31
Filed2026-04-15
SJM
0.00%SMUCKER J M CO
Shares392
Event2026-03-31
Filed2026-04-15
FIW
0.00%FIRST TRUST WATER ETF
Shares350
Event2026-03-31
Filed2026-04-15
VZ
-14.22%VERIZON COMMUNICATIONS
Shares700
Event2026-03-31
Filed2026-04-15
VLO
0.00%VALERO ENERGY CORP
Shares135
Event2026-03-31
Filed2026-04-15
SDY
0.00%SPDR S&P DIVIDEND ETF
Shares225
Event2026-03-31
Filed2026-04-15
NFRA
0.00%FLEXSHARES GLOBAL BROAD INFRSTRUCTURE IDX
Shares502
Event2026-03-31
Filed2026-04-15
NOW
0.00%SERVICENOW INC
Shares300
Event2026-03-31
Filed2026-04-15
TROW
0.00%T ROWE PRICE GROUP INC
Shares345
Event2026-03-31
Filed2026-04-15
IWN
0.00%ISHARES RUSSELL 2000 VALUE ETF
Shares155
Event2026-03-31
Filed2026-04-15
RTX
0.00%RTX CORPORATION
Shares150
Event2026-03-31
Filed2026-04-15
XYL
0.00%XYLEM INC
Shares230
Event2026-03-31
Filed2026-04-15
J
0.00%JACOBS SOLUTIONS INC
Shares207
Event2026-03-31
Filed2026-04-15
CPRT
0.00%COPART INC
Shares792
Event2026-03-31
Filed2026-04-15
EOG
0.00%EOG RESOURCES INC
Shares175
Event2026-03-31
Filed2026-04-15
CRM
0.00%SALESFORCE.COM INC
Shares135
Event2026-03-31
Filed2026-04-15
SHW
0.00%SHERWIN-WILLIAMS CO
Shares76
Event2026-03-31
Filed2026-04-15
NI
0.00%NISOURCE INC
Shares521
Event2026-03-31
Filed2026-04-15
INVESCO FTSE RAFI US 1500 SMALL-MID ETF
0.00%INVESCO FTSE RAFI US 1500 SMALL-MID ETF
Shares525
Event2026-03-31
Filed2026-04-15
RF
0.00%REGIONS FINANCIAL CORPORATION
Shares871
Event2026-03-31
Filed2026-04-15
AFL
0.00%AFLAC INC COM
Shares200
Event2026-03-31
Filed2026-04-15
HOOD
-53.85%ROBINHOOD MARKETS INC
Shares300
Event2026-03-31
Filed2026-04-15
WELL
0.00%WELLTOWER INCORPORATED
Shares100
Event2026-03-31
Filed2026-04-15
AKAM
0.00%AKAMAI TECHNOLOGIES INC
Shares171
Event2026-03-31
Filed2026-04-15
XLE
0.00%ENERGY SELECT SECTOR SPDR
Shares314
Event2026-03-31
Filed2026-04-15
HPE
-4.88%HEWLETT PACKARD ENTERPRISE COMPANY
Shares740
Event2026-03-31
Filed2026-04-15
MCO
0.00%MOODY'S CORP
Shares40
Event2026-03-31
Filed2026-04-15
IEFA
0.00%ISHARES CORE MSCI ETF
Shares190
Event2026-03-31
Filed2026-04-15
PAG
0.00%PENSKE AUTOMOTIVE GROUP
Shares112
Event2026-03-31
Filed2026-04-15
INVESCO FTSE RAFI US 1000 ETF
0.00%INVESCO FTSE RAFI US 1000 ETF
Shares350
Event2026-03-31
Filed2026-04-15
PLTR
0.00%PALANTIR TECHNOLOGIES INC
Shares112
Event2026-03-31
Filed2026-04-15
ASML
0.00%ASML HOLDING NV ADR
Shares12
Event2026-03-31
Filed2026-04-15
SOXX
0.00%ISHARES SEMICONDUCTOR ETF
Shares46
Event2026-03-31
Filed2026-04-15
Z
0.00%ZILLOW GROUP INC CLASS C (NON-VOTING)
Shares350
Event2026-03-31
Filed2026-04-15
BBY
0.00%BEST BUY CO INC
Shares225
Event2026-03-31
Filed2026-04-15
VIGI
0.00%VANGUARD INTL DIV APPRECIATION IDX ETF
Shares159
Event2026-03-31
Filed2026-04-15
SAP
0.00%SAP AG ADR
Shares80
Event2026-03-31
Filed2026-04-15
RUN
0.00%SUNRUN INC
Shares1.0K
Event2026-03-31
Filed2026-04-15
ALK
0.00%ALASKA AIR GROUP INC
Shares300
Event2026-03-31
Filed2026-04-15
TMUS
0.00%T-MOBILE US INC
Shares49
Event2026-03-31
Filed2026-04-15
BITO
0.00%PROSHARES BITCOIN STRATEGY ETF
Shares1.0K
Event2026-03-31
Filed2026-04-15
GEHC
0.00%GE HEALTHCARE TECHNOLOGIES INC
Shares125
Event2026-03-31
Filed2026-04-15
RIVN
0.00%RIVIAN AUTOMOTIVE INC
Shares550
Event2026-03-31
Filed2026-04-15
TSLA
0.00%TESLA INC
Shares22
Event2026-03-31
Filed2026-04-15
GIS
0.00%GENERAL MILLS
Shares211
Event2026-03-31
Filed2026-04-15
ZG
0.00%ZILLOW GROUP INC
Shares175
Event2026-03-31
Filed2026-04-15
UBER
0.00%UBER TECHNOLOGIES INC
Shares100
Event2026-03-31
Filed2026-04-15
ROP
0.00%ROPER INDUSTRIES INC
Shares20
Event2026-03-31
Filed2026-04-15
VERSANT MEDIA GROUP INC
NewVERSANT MEDIA GROUP INC
Shares166
Event2026-03-31
Filed2026-04-15
KMI
-46.59%KINDER MORGAN INC
Shares180
Event2026-03-31
Filed2026-04-15
AMTM
0.00%AMENTUM HLDGS INC NPV
Shares219
Event2026-03-31
Filed2026-04-15
ABT
-69.93%ABBOTT LABS
Shares43
Event2026-03-31
Filed2026-04-15
SOLV
0.00%SOLVENTIUM CORP
Shares65
Event2026-03-31
Filed2026-04-15
ABRDN PHYSICAL GOLD GOLD SHSETF
-10.00%ABRDN PHYSICAL GOLD GOLD SHSETF
Shares90
Event2026-03-31
Filed2026-04-15
APD
0.00%AIR PRODUCTS & CHEMICALS INC
Shares13
Event2026-03-31
Filed2026-04-15
GDX
-21.57%VANECK GOLD MINERS ETF
Shares40
Event2026-03-31
Filed2026-04-15
TGT
0.00%TARGET CORP
Shares25
Event2026-03-31
Filed2026-04-15
COMP
0.00%COMPASS INC
Shares300
Event2026-03-31
Filed2026-04-15
OXY.WS
0.00%OCCIDENTAL PETROLEUM CORP WARRANTS
Shares21
Event2026-03-31
Filed2026-04-15
ITUB
0.00%ITAU UNIBANCO H-SPON PRF ADR
Shares50
Event2026-03-31
Filed2026-04-15
QNITY ELECTRONICS INC
-96.00%QNITY ELECTRONICS INC
Shares2
Event2026-03-31
Filed2026-04-15
VTRS
-96.00%VIATRIS INC
Shares4
Event2026-03-31
Filed2026-04-15
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available