Sponsored

The Analysis of Peterson Wealth Services's Holdings & P&L

Currently, Peterson Wealth Services holds 215 types of securities in its portfolio with a total value $404.7M. In the most recent quarter, they have increased their positions in NFLX (+78.7K shares, valued at $7.6M), EME (+4.8K shares, valued at $3.5M), VST (+21.9K shares, valued at $3.3M); decreased their positions in COP (-38.8K shares, valued at $5.1M), FANG (-16.1K shares, valued at $3.2M), GSY (-41.5K shares, valued at $2.1M); initiated new positions in EME (+4.8K shares, valued at $3.5M), VST (+21.9K shares, valued at $3.3M), CEG (+867 shares, valued at $242.2K).

1M P&L

+16.3M+4.00%

3M P&L

-85.5M-16.80%

HY P&L

-60.8M-12.55%

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/A31.5M

8.4%

2Semiconductors30.9M

8.2%

3Engineering & Construction29.8M

8.0%

Top Industries by Stock Count

1N/A29 stocks

14.5%

2Semiconductors10 stocks

5.0%

3Software - Application9 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION137.4K shares0.25%2026-03-312026-04-30

AAPL APPLE INCORPORATED93.4K shares0.53%2026-03-312026-04-30

FIX COMFORT SYSTEMS USA INCORPORATED16.4K shares-0.47%2026-03-312026-04-30

VUG VANGUARD GROWTH ETF49.7K shares1.58%2026-03-312026-04-30

TSLA TESLA INCORPORATED43.8K shares1.49%2026-03-312026-04-30

JPM JPMORGAN CHASE & COMPANY49.9K shares0.10%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION14.1K shares1.03%2026-03-312026-04-30

BROADCOM INCORPORATED BROADCOM INCORPORATED41.3K shares0.21%2026-03-312026-04-30

Sponsored

AMZN AMAZON COM INCORPORATED60.1K shares1.52%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INCORPORATED CLASS A77.1K shares1.00%2026-03-312026-04-30

ASML ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS)7.3K shares0.18%2026-03-312026-04-30

CNQ CANADIAN NAT RES LIMITED MED TERM (CANADA)192.4K shares1.31%2026-03-312026-04-30

RJF RAYMOND JAMES FINL INCORPORATED61.9K shares1.53%2026-03-312026-04-30

BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW17.7K shares2.25%2026-03-312026-04-30

NFLX NETFLIX INCORPORATED.84.4K shares1368.03%2026-03-312026-04-30

V VISA INCORPORATED COM CLASS A22.1K shares1.56%2026-03-312026-04-30

Sponsored

MSFT MICROSOFT CORPORATION17.3K shares4.71%2026-03-312026-04-30

PM PHILIP MORRIS INTERNATIONAL INCORPORATED34.7K shares4.12%2026-03-312026-04-30

HD HOME DEPOT INCORPORATED16.7K shares4.41%2026-03-312026-04-30

UNP UNION PAC CORPORATION20.4K shares3.66%2026-03-312026-04-30

SYK STRYKER CORPORATION14.2K shares2.73%2026-03-312026-04-30

LLY ELI LILLY & COMPANY4.9K shares6.47%2026-03-312026-04-30

MPC MARATHON PETE CORPORATION18.4K shares-2.57%2026-03-312026-04-30

META META PLATFORMS INCORPORATED CLASS A7.7K shares5.82%2026-03-312026-04-30

Sponsored

WMT WALMART INCORPORATED35.1K shares-1.93%2026-03-312026-04-30

GRMN GARMIN LIMITED SHS (SWITZERLAND)18.3K shares1.52%2026-03-312026-04-30

XOM EXXON MOBIL CORPORATION24.7K shares0.04%2026-03-312026-04-30

ORCL ORACLE CORPORATION26.8K shares2.14%2026-03-312026-04-30

MCD MCDONALDS CORPORATION12.5K shares5.93%2026-03-312026-04-30

CB CHUBB LIMITED SWITZ (SWITZERLAND)11.7K shares3.71%2026-03-312026-04-30

MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW8.5K shares4.95%2026-03-312026-04-30

ODFL OLD DOMINION FREIGHT LINE INCORPORATED18.7K shares3.54%2026-03-312026-04-30

Sponsored

EME EMCOR GROUP INCORPORATED4.8K sharesnew addition2026-03-312026-04-30

JNJ JOHNSON & JOHNSON14.1K shares-0.73%2026-03-312026-04-30

EATON CORPORATION PLC SHS (IRELAND) EATON CORPORATION PLC SHS (IRELAND)9.5K shares2.34%2026-03-312026-04-30

CDNS CADENCE DESIGN SYSTEMS INCORPORATED12.2K shares2.60%2026-03-312026-04-30

VST VISTRA CORPORATION21.9K sharesnew addition2026-03-312026-04-30

SPY STATE STREET SPDR S&P 500 ETF TRUST4.7K shares0.74%2026-03-312026-04-30

CME CME GROUP INCORPORATED10.0K shares3.89%2026-03-312026-04-30

ABBV ABBVIE INCORPORATED13.6K shares12.14%2026-03-312026-04-30

Sponsored

ADI ANALOG DEVICES INCORPORATED9.0K shares-1.26%2026-03-312026-04-30

APD AIR PRODUCTS AND CHEMICALS INCORPORATED8.8K shares5.80%2026-03-312026-04-30

JCI JOHNSON CONTROLS INTERNATION SHS (IRELAND)18.1K shares-5.06%2026-03-312026-04-30

DRI DARDEN RESTAURANTS INCORPORATED11.3K shares3.99%2026-03-312026-04-30

O REALTY INCOME CORPORATION REIT35.8K shares7.40%2026-03-312026-04-30

LULU LULULEMON ATHLETICA INCORPORATED13.7K shares13.84%2026-03-312026-04-30

AEIS ADVANCED ENERGY INDUSTRIES6.3K shares-1.30%2026-03-312026-04-30

STRL STERLING INFRASTRUCTURE INCORPORATED4.9K shares-1.10%2026-03-312026-04-30

Sponsored

POWL POWELL INDUSTRIES INCORPORATED3.5K shares-0.45%2026-03-312026-04-30

CMI CUMMINS INCORPORATED3.5K shares3.06%2026-03-312026-04-30

ZTS ZOETIS INCORPORATED CLASS A16.1K shares43297.30%2026-03-312026-04-30

IESC IES HOLDINGS INCORPORATED3.7K shares11.05%2026-03-312026-04-30

VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW2.9K shares17.39%2026-03-312026-04-30

PACS PACS GROUP INCORPORATED COM SHS53.7K shares1.62%2026-03-312026-04-30

VRT VERTIV HOLDINGS COMPANY COM CLASS A6.8K shares-0.44%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INCORPORATED33.2K shares5.93%2026-03-312026-04-30

Sponsored

IEFA ISHARES TR CORE MSCI EAFE18.0K shares16.10%2026-03-312026-04-30

FANG DIAMONDBACK ENERGY INCORPORATED7.9K shares-67.23%2026-03-312026-04-30

ENSG ENSIGN GROUP INCORPORATED7.1K shares-0.06%2026-03-312026-04-30

MPWR MONOLITHIC PWR SYSTEMS INCORPORATED1.2K shares0.00%2026-03-312026-04-30

UNH UNITEDHEALTH GROUP INCORPORATED4.6K shares4.26%2026-03-312026-04-30

ETR ENTERGY CORPORATION NEW11.0K shares15.93%2026-03-312026-04-30

CMCSA COMCAST CORPORATION NEW CLASS A42.8K shares12.25%2026-03-312026-04-30

NEE NEXTERA ENERGY INCORPORATED12.2K shares8.69%2026-03-312026-04-30

Sponsored

FIS FIDELITY NATL INFORMATION SVCS23.7K shares17.18%2026-03-312026-04-30

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST1.8K shares16.77%2026-03-312026-04-30

ALPHABET INCORPORATED CAP STK CLASS A ALPHABET INCORPORATED CAP STK CLASS A3.7K shares-6.50%2026-03-312026-04-30

BC BRUNSWICK CORPORATION14.4K shares6.89%2026-03-312026-04-30

ALAB ASTERA LABS INCORPORATED9.3K shares0.99%2026-03-312026-04-30

RS RELIANCE INCORPORATED3.3K shares3.31%2026-03-312026-04-30

ZWS ZURN ELKAY WATER SOLNS CORPORATION21.6K shares2.62%2026-03-312026-04-30

AGCO AGCO CORPORATION7.9K shares3.40%2026-03-312026-04-30

Sponsored

COP CONOCOPHILLIPS6.6K shares-85.42%2026-03-312026-04-30

SSD SIMPSON MFG INCORPORATED5.0K shares3.12%2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INCORPORATED4.1K shares8.40%2026-03-312026-04-30

GSY INVESCO ULTRA SHORT DURATION ETF15.6K shares-72.70%2026-03-312026-04-30

ACLS AXCELIS TECHNOLOGIES INCORPORATED COM NEW7.9K shares6.56%2026-03-312026-04-30

XSMO INVESCO S&P SMALLCAP MOMENTUM ETF9.7K shares16.73%2026-03-312026-04-30

TT TRANE TECHNOLOGIES PLC SHS (IRELAND)1.7K shares-9.43%2026-03-312026-04-30

FIRST CTZNS BANCSHARES INCORPORATED DEL CLASS A FIRST CTZNS BANCSHARES INCORPORATED DEL CLASS A363 shares6.76%2026-03-312026-04-30

Sponsored

IREN IREN LIMITED ORDINARY SHARES (AUSTRALIA)19.9K shares14.46%2026-03-312026-04-30

IDCC INTERDIGITAL INCORPORATED2.3K shares6.53%2026-03-312026-04-30

AMAT APPLIED MATLS INCORPORATED1.9K shares70.16%2026-03-312026-04-30

HQY HEALTHEQUITY INCORPORATED7.7K shares7.01%2026-03-312026-04-30

KNSL KINSALE CAP GROUP INCORPORATED1.8K shares5.83%2026-03-312026-04-30

UFPT UFP TECHNOLOGIES INCORPORATED3.2K shares5.51%2026-03-312026-04-30

AGG ISHARES TR CORE US AGGBD ET6.2K shares4.32%2026-03-312026-04-30

AAON AAON INCORPORATED COM PAR7.2K shares7.38%2026-03-312026-04-30

Sponsored

DXCM DEXCOM INCORPORATED9.3K shares68.75%2026-03-312026-04-30

TJX TJX COMPANIES INCORPORATED NEW3.6K shares-10.84%2026-03-312026-04-30

EXR EXTRA SPACE STORAGE INCORPORATED REIT4.2K shares9.55%2026-03-312026-04-30

NXPI NXP SEMICONDUCTORS N V (NETHERLANDS)2.7K shares5.00%2026-03-312026-04-30

CELH CELSIUS HLDGS INCORPORATED COM NEW15.2K shares7.67%2026-03-312026-04-30

LNTH LANTHEUS HLDGS INCORPORATED6.7K shares3160.49%2026-03-312026-04-30

GEV GE VERNOVA INCORPORATED576 shares-37.46%2026-03-312026-04-30

AXP AMERICAN EXPRESS COMPANY1.6K shares0.06%2026-03-312026-04-30

Sponsored

ELF E L F BEAUTY INCORPORATED8.0K shares5.25%2026-03-312026-04-30

ALPHABET INCORPORATED CAP STK CLASS C ALPHABET INCORPORATED CAP STK CLASS C1.6K shares0.06%2026-03-312026-04-30

SUPER MICRO COMPUTER INCORPORATED COM NEW SUPER MICRO COMPUTER INCORPORATED COM NEW17.1K shares1244.43%2026-03-312026-04-30

SPGI S&P GLOBAL INCORPORATED912 shares20.00%2026-03-312026-04-30

SCHW SCHWAB CHARLES CORPORATION4.1K shares19.29%2026-03-312026-04-30

LAM RESEARCH CORPORATION COM NEW LAM RESEARCH CORPORATION COM NEW1.8K shares13.81%2026-03-312026-04-30

PAYC PAYCOM SOFTWARE INCORPORATED3.1K shares8300.00%2026-03-312026-04-30

VLO VALERO ENERGY CORPORATION1.4K shares18.21%2026-03-312026-04-30

Sponsored

PCTY PAYLOCITY HLDG CORPORATION3.2K shares5446.55%2026-03-312026-04-30

ALL ALLSTATE CORPORATION1.6K shares20.15%2026-03-312026-04-30

NEM NEWMONT CORPORATION3.1K shares12.37%2026-03-312026-04-30

PSX PHILLIPS 661.8K shares19.83%2026-03-312026-04-30

IQV IQVIA HLDGS INCORPORATED1.9K shares-4.56%2026-03-312026-04-30

HUBS HUBSPOT INCORPORATED1.3K shares3107.32%2026-03-312026-04-30

CSCO CISCO SYSTEMS INCORPORATED3.9K shares17.46%2026-03-312026-04-30

OSK OSHKOSH CORPORATION2.0K shares17.81%2026-03-312026-04-30

Sponsored

HPE HEWLETT PACKARD ENTERPRISE COMPANY11.8K shares23.51%2026-03-312026-04-30

STERIS PLC SHS USD (IRELAND) STERIS PLC SHS USD (IRELAND)1.3K shares-28.21%2026-03-312026-04-30

CRM SALESFORCE INCORPORATED1.5K shares-32.83%2026-03-312026-04-30

EW EDWARDS LIFESCIENCES CORPORATION3.3K shares8.38%2026-03-312026-04-30

VTV VANGUARD VALUE ETF1.3K shares0.00%2026-03-312026-04-30

CGNX COGNEX CORPORATION5.1K shares25.77%2026-03-312026-04-30

EOG EOG RES INCORPORATED1.7K shares25.02%2026-03-312026-04-30

CEG CONSTELLATION ENERGY CORPORATION867 sharesnew addition2026-03-312026-04-30

Sponsored

MCHP MICROCHIP TECHNOLOGY INCORPORATED.3.6K shares25.06%2026-03-312026-04-30

APH AMPHENOL CORPORATION CLASS A1.8K shares-10.64%2026-03-312026-04-30

VEA VANGUARD FTSE DEVELOPED MARKETS ETF3.4K shares0.00%2026-03-312026-04-30

PHM PULTE GROUP INCORPORATED1.8K shares23.76%2026-03-312026-04-30

ABT ABBOTT LABORATORIES2.0K shares22.83%2026-03-312026-04-30

LSTR LANDSTAR SYSTEMS INCORPORATED1.3K shares34.97%2026-03-312026-04-30

PG PROCTER & GAMBLE COMPANY1.4K shares26.98%2026-03-312026-04-30

HAP VANECK NATURAL RESOURCES ETF2.7K shares0.00%2026-03-312026-04-30

Sponsored

DHI D R HORTON INCORPORATED1.4K shares25.68%2026-03-312026-04-30

TMO THERMO FISHER SCIENTIFIC INCORPORATED367 shares0.00%2026-03-312026-04-30

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF2.9K shares0.00%2026-03-312026-04-30

ISRG INTUITIVE SURGICAL INCORPORATED COM NEW377 shares0.00%2026-03-312026-04-30

SEIC SEI INVTS COMPANY2.2K shares26.24%2026-03-312026-04-30

GPN GLOBAL PMTS INCORPORATED2.5K shares25.80%2026-03-312026-04-30

ADP AUTOMATIC DATA PROCESSING INCORPORATED788 shares0.00%2026-03-312026-04-30

IHI ISHARES TR U.S. MED DVC ETF2.9K shares0.00%2026-03-312026-04-30

Sponsored

CMG CHIPOTLE MEXICAN GRILL INCORPORATED4.8K shares-20.23%2026-03-312026-04-30

FTCS FIRST TRUST CAPITAL STRENGTH ETF1.6K shares0.00%2026-03-312026-04-30

LEN LENNAR CORPORATION CLASS A1.6K shares32.33%2026-03-312026-04-30

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF1.0K shares0.19%2026-03-312026-04-30

FAST FASTENAL COMPANY2.9K shares0.55%2026-03-312026-04-30

UPS UNITED PARCEL SVCS INCORPORATED CLASS B1.4K shares47.51%2026-03-312026-04-30

KEY KEYCORP6.6K shares0.00%2026-03-312026-04-30

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN)361 shares0.00%2026-03-312026-04-30

Sponsored

LRN STRIDE INCORPORATED1.3K shares55.60%2026-03-312026-04-30

EFG ISHARES TR EAFE GRWTH ETF960 shares0.00%2026-03-312026-04-30

ZION ZIONS BANCORPORATION NATL ASSOCIATION1.8K shares0.33%2026-03-312026-04-30

SNPS SYNOPSYS INCORPORATED259 shares-23.15%2026-03-312026-04-30

SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF2.1K shares0.67%2026-03-312026-04-30

VFH VANGUARD FINANCIALS ETF781 shares0.26%2026-03-312026-04-30

VGT VANGUARD INFORMATION TECHNOLOGY ETF135 shares0.00%2026-03-312026-04-30

CVX CHEVRON CORPORATION441 shares0.00%2026-03-312026-04-30

Sponsored

ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) ACCENTURE PLC IRELAND SHS CLASS A (IRELAND)424 shares0.95%2026-03-312026-04-30

KO COCA COLA COMPANY1.0K shares0.00%2026-03-312026-04-30

INVESCO QQQ TRUST INVESCO QQQ TRUST130 shares-50.00%2026-03-312026-04-30

CLMB CLIMB GLOBAL SOLUTIONS INCORPORATED3.6K shares3266.98%2026-03-312026-04-30

SBUX STARBUCKS CORPORATION773 shares-3.62%2026-03-312026-04-30

OXY OCCIDENTAL PETE CORPORATION1.0K shares0.00%2026-03-312026-04-30

GE AEROSPACE COM NEW GE AEROSPACE COM NEW226 shares0.00%2026-03-312026-04-30

BMY BRISTOL-MYERS SQUIBB COMPANY979 shares0.00%2026-03-312026-04-30

Sponsored

DVN DEVON ENERGY CORPORATION NEW1.0K shares0.00%2026-03-312026-04-30

VERSANT MEDIA GROUP INCORPORATED COM CLASS A VERSANT MEDIA GROUP INCORPORATED COM CLASS A1.3K sharesnew addition2026-03-312026-04-30

EEM ISHARES TR MSCI EMG MKT ETF745 shares0.00%2026-03-312026-04-30

MGRC MCGRATH RENTCORP350 shares0.57%2026-03-312026-04-30

AZO AUTOZONE INCORPORATED11 shares0.00%2026-03-312026-04-30

ONB OLD NATL BANCORP IND1.7K shares0.66%2026-03-312026-04-30

NSC NORFOLK SOUTHN CORPORATION124 shares0.81%2026-03-312026-04-30

CRWV COREWEAVE INCORPORATED COM CLASS A405 shares153.13%2026-03-312026-04-30

Sponsored

F FORD MTR COMPANY2.6K shares1.08%2026-03-312026-04-30

BOH BANK HAWAII CORPORATION400 shares0.00%2026-03-312026-04-30

DGX QUEST DIAGNOSTICS INCORPORATED150 shares0.00%2026-03-312026-04-30

IGE ISHARES TR NORTH AMERN NAT431 shares0.00%2026-03-312026-04-30

CIFR CIPHER DIGITAL INCORPORATED1.9K shares-0.82%2026-03-312026-04-30

BKR BAKER HUGHES COMPANY CLASS A400 shares0.00%2026-03-312026-04-30

CAT CATERPILLAR INCORPORATED32 shares0.00%2026-03-312026-04-30

MO ALTRIA GROUP INCORPORATED342 shares0.00%2026-03-312026-04-30

Sponsored

PEP PEPSICO INCORPORATED116 shares0.00%2026-03-312026-04-30

IJR ISHARES TR CORE S&P SCP ETF140 shares0.00%2026-03-312026-04-30

TGT TARGET CORPORATION127 shares0.00%2026-03-312026-04-30

ICLN ISHARES TR GL CLEAN ENE ETF728 shares0.00%2026-03-312026-04-30

IEMG ISHARES INCORPORATED CORE MSCI EMKT183 shares0.00%2026-03-312026-04-30

RTX RTX CORPORATION65 shares0.00%2026-03-312026-04-30

GRFS GRIFOLS S A SP ADR REP B NVT (SPAIN)1.5K shares0.00%2026-03-312026-04-30

CF CF INDUSTRIES HOLD80 shares0.00%2026-03-312026-04-30

Sponsored

IJH ISHARES TR CORE S&P MCP ETF130 shares-50.00%2026-03-312026-04-30

VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF60 shares0.00%2026-03-312026-04-30

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF58 shares0.00%2026-03-312026-04-30

NOC NORTHROP GRUMMAN CORPORATION10 shares0.00%2026-03-312026-04-30

ICE INTERCONTINENTAL EXCHANGE INCORPORATED33 shares0.00%2026-03-312026-04-30

MEDTRONIC PLC SHS (IRELAND) MEDTRONIC PLC SHS (IRELAND)55 shares-99.73%2026-03-312026-04-30

WM WASTE MGMT INCORPORATED DEL21 shares5.00%2026-03-312026-04-30

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF40 shares0.00%2026-03-312026-04-30

Sponsored

NUE NUCOR CORPORATION25 shares0.00%2026-03-312026-04-30

HSY HERSHEY COMPANY20 shares0.00%2026-03-312026-04-30

LHX L3HARRIS TECHNOLOGIES INCORPORATED11 shares0.00%2026-03-312026-04-30

ONTO ONTO INNOVATION INCORPORATED17 shares0.00%2026-03-312026-04-30

WLK WESTLAKE CORPORATION23 shares0.00%2026-03-312026-04-30

SYY SYSCO CORPORATION37 shares0.00%2026-03-312026-04-30

BA BOEING COMPANY13 shares0.00%2026-03-312026-04-30

FDUS FIDUS INVT CORPORATION122 shares0.00%2026-03-312026-04-30

Sponsored

AMRZ AMRIZE LIMITED SHS (SWITZERLAND)30 shares0.00%2026-03-312026-04-30

RIVN RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A104 shares0.00%2026-03-312026-04-30

ARM ARM HOLDINGS PLC SPONSORED ADS10 shares0.00%2026-03-312026-04-30

M MACYS INCORPORATED82 shares0.00%2026-03-312026-04-30

MUSA MURPHY USA INCORPORATED3 shares0.00%2026-03-312026-04-30

HOOD ROBINHOOD MKTS INCORPORATED COM CLASS A20 shares0.00%2026-03-312026-04-30

FI FISERV INCORPORATED24 shares-98.92%2026-03-312026-04-30

STM STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS)37 shares0.00%2026-03-312026-04-30

Sponsored

ATKR ATKORE INCORPORATED19 shares0.00%2026-03-312026-04-30

DIS DISNEY WALT COMPANY10 sharesnew addition2026-03-312026-04-30

EL LAUDER ESTEE COMPANIES INCORPORATED CLASS A13 shares0.00%2026-03-312026-04-30

TTD THE TRADE DESK INCORPORATED COM CLASS A37 shares0.00%2026-03-312026-04-30

CRNC CERENCE INCORPORATED100 shares0.00%2026-03-312026-04-30

PKB INVESCO BUILDING & CONSTRUCTION ETF4 shares0.00%2026-03-312026-04-30

BYND BEYOND MEAT INCORPORATED25 shares0.00%2026-03-312026-04-30

NVDA

NVIDIA CORPORATION

0.25%

Shares137.4K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INCORPORATED

0.53%

Shares93.4K

Event2026-03-31

Filed2026-04-30

FIX

COMFORT SYSTEMS USA INCORPORATED

-0.47%

Shares16.4K

Event2026-03-31

Filed2026-04-30

VUG

VANGUARD GROWTH ETF

1.58%

Shares49.7K

Event2026-03-31

Filed2026-04-30

TSLA

TESLA INCORPORATED

1.49%

Shares43.8K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & COMPANY

0.10%

Shares49.9K

Event2026-03-31

Filed2026-04-30

COST

COSTCO WHOLESALE CORPORATION

1.03%

Shares14.1K

Event2026-03-31

Filed2026-04-30

BROADCOM INCORPORATED

0.21%

Shares41.3K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INCORPORATED

1.52%

Shares60.1K

Event2026-03-31

Filed2026-04-30

PLTR

PALANTIR TECHNOLOGIES INCORPORATED CLASS A

1.00%

Shares77.1K

Event2026-03-31

Filed2026-04-30

ASML

ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS)

0.18%

Shares7.3K

Event2026-03-31

Filed2026-04-30

CNQ

CANADIAN NAT RES LIMITED MED TERM (CANADA)

1.31%

Shares192.4K

Event2026-03-31

Filed2026-04-30

RJF

RAYMOND JAMES FINL INCORPORATED

1.53%

Shares61.9K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW

2.25%

Shares17.7K

Event2026-03-31

Filed2026-04-30

NFLX

NETFLIX INCORPORATED.

1368.03%

Shares84.4K

Event2026-03-31

Filed2026-04-30

VISA INCORPORATED COM CLASS A

1.56%

Shares22.1K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORPORATION

4.71%

Shares17.3K

Event2026-03-31

Filed2026-04-30

PHILIP MORRIS INTERNATIONAL INCORPORATED

4.12%

Shares34.7K

Event2026-03-31

Filed2026-04-30

HOME DEPOT INCORPORATED

4.41%

Shares16.7K

Event2026-03-31

Filed2026-04-30

UNP

UNION PAC CORPORATION

3.66%

Shares20.4K

Event2026-03-31

Filed2026-04-30

SYK

STRYKER CORPORATION

2.73%

Shares14.2K

Event2026-03-31

Filed2026-04-30

LLY

ELI LILLY & COMPANY

6.47%

Shares4.9K

Event2026-03-31

Filed2026-04-30

MPC

MARATHON PETE CORPORATION

-2.57%

Shares18.4K

Event2026-03-31

Filed2026-04-30