Sponsored

The Analysis of Pflug Koory, LLC's Holdings & P&L

Currently, Pflug Koory, LLC holds 419 types of securities in its portfolio with a total value $218.2M. In the most recent quarter, they have increased their positions in SPXX (+32.7K shares, valued at $525.3K), SCHF (+18.4K shares, valued at $455.0K), TSLA (+1.0K shares, valued at $371.7K); decreased their positions in AMAT (-2.7K shares, valued at $924.9K), SEE (-4.9K shares, valued at $204.5K), GLW (-367 shares, valued at $49.9K); initiated new positions in SPXX (+32.7K shares, valued at $525.3K), CRDO (+682 shares, valued at $64.0K), N/A (+40.0K shares, valued at $39.2K).

1M P&L

+6.2M+3.03%

3M P&L

+5.7M+2.76%

HY P&L

+23.2M+12.32%

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/A41.5M

21.2%

2Consumer Electronics12.7M

6.5%

3Farm & Heavy Construction Machinery10.2M

5.2%

Top Industries by Stock Count

1N/A118 stocks

30.6%

2Semiconductors12 stocks

3.1%

3Specialty Industrial Machinery11 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.A BERKSHIRE HATHAWAY INC DEL21 shares0.00%2026-03-312026-04-22

AAPL APPLE INC49.9K shares-0.00%2026-03-312026-04-22

CAT CATERPILLAR INC13.8K shares-0.06%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL20.3K shares0.80%2026-03-312026-04-22

AMAT APPLIED MATLS INC18.3K shares-12.87%2026-03-312026-04-22

MSFT MICROSOFT CORP16.6K shares2.18%2026-03-312026-04-22

SCHO SCHWAB STRATEGIC TR191.5K shares2.86%2026-03-312026-04-22

PH PARKER-HANNIFIN CORP4.2K shares0.00%2026-03-312026-04-22

Sponsored

GLW CORNING INC27.1K shares-1.33%2026-03-312026-04-22

ALPHABET INC ALPHABET INC11.9K shares9.28%2026-03-312026-04-22

HON HONEYWELL INTL INC14.6K shares0.00%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC59.3K shares0.00%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON11.7K shares-0.08%2026-03-312026-04-22

SCHR SCHWAB STRATEGIC TR113.3K shares1.07%2026-03-312026-04-22

TMO THERMO FISHER SCIENTIFIC INC5.4K shares0.22%2026-03-312026-04-22

MCK MCKESSON CORP3.1K shares-0.07%2026-03-312026-04-22

Sponsored

CSCO CISCO SYS INC31.7K shares-0.31%2026-03-312026-04-22

USB US BANCORP47.0K shares0.00%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC19.8K shares0.58%2026-03-312026-04-22

NOC NORTHROP GRUMMAN CORP3.4K shares0.00%2026-03-312026-04-22

ORCL ORACLE CORP15.2K shares0.00%2026-03-312026-04-22

SXI STANDEX INTL CORP8.6K shares0.00%2026-03-312026-04-22

PG PROCTER & GAMBLE CO15.1K shares-0.12%2026-03-312026-04-22

CITIGROUP INC CITIGROUP INC18.7K shares0.00%2026-03-312026-04-22

Sponsored

ABBV ABBVIE INC9.8K shares-0.07%2026-03-312026-04-22

ABM ABM INDS INC55.0K shares-0.06%2026-03-312026-04-22

UNP UNION PAC CORP8.6K shares1.55%2026-03-312026-04-22

AMZN AMAZON COM INC10.0K shares20.64%2026-03-312026-04-22

SCHF SCHWAB STRATEGIC TR79.8K shares29.95%2026-03-312026-04-22

NSC NORFOLK SOUTHN CORP6.9K shares0.00%2026-03-312026-04-22

CSX CSX CORP47.7K shares0.00%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP3.2K shares0.00%2026-03-312026-04-22

Sponsored

JPM JPMORGAN CHASE & CO6.6K shares-0.02%2026-03-312026-04-22

GBIL GOLDMAN SACHS ETF TR19.1K shares0.08%2026-03-312026-04-22

NEAR ISHARES U S ETF TR35.5K shares10.32%2026-03-312026-04-22

WFC WELLS FARGO & CO21.7K shares0.00%2026-03-312026-04-22

TGT TARGET CORP13.6K shares-1.27%2026-03-312026-04-22

ALL ALLSTATE CORP7.8K shares0.00%2026-03-312026-04-22

TIP ISHARES TR14.7K shares0.00%2026-03-312026-04-22

CVX CHEVRON CORPORATION7.7K shares0.00%2026-03-312026-04-22

Sponsored

LHX L3HARRIS TECHNOLOGIES INC4.5K shares0.00%2026-03-312026-04-22

ABT ABBOTT LABORATORIES14.5K shares0.00%2026-03-312026-04-22

PFE PFIZER INC52.5K shares0.19%2026-03-312026-04-22

INGR INGREDION INC12.6K shares0.27%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO4.6K shares0.00%2026-03-312026-04-22

JOE ST JOE CO20.7K shares0.00%2026-03-312026-04-22

TT TRANE TECHNOLOGIES PLC3.1K shares0.00%2026-03-312026-04-22

EMR EMERSON ELEC CO9.7K shares0.24%2026-03-312026-04-22

Sponsored

WMT WALMART INC10.1K shares0.00%2026-03-312026-04-22

SCHX SCHWAB STRATEGIC TR47.8K shares30.75%2026-03-312026-04-22

TXT TEXTRON INC13.8K shares0.00%2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC5.9K shares14.45%2026-03-312026-04-22

PEP PEPSICO INC7.6K shares0.22%2026-03-312026-04-22

BMY BRISTOL-MYERS SQUIBB CO18.9K shares0.00%2026-03-312026-04-22

LOW LOWES COS INC4.8K shares-1.75%2026-03-312026-04-22

V VISA INC3.7K shares2.17%2026-03-312026-04-22

Sponsored

ADM ARCHER DANIELS MIDLAND CO14.5K shares0.00%2026-03-312026-04-22

MEDTRONIC PLC MEDTRONIC PLC12.0K shares0.31%2026-03-312026-04-22

HD HOME DEPOT INC3.1K shares0.00%2026-03-312026-04-22

COP CONOCOPHILLIPS7.5K shares0.00%2026-03-312026-04-22

VRTX VERTEX PHARMACEUTICALS INC2.1K shares-0.52%2026-03-312026-04-22

CAH CARDINAL HEALTH INC4.3K shares-0.12%2026-03-312026-04-22

VSH VISHAY INTERTECHNOLOGY INC50.3K shares-0.30%2026-03-312026-04-22

TSN TYSON FOODS INC13.1K shares0.00%2026-03-312026-04-22

Sponsored

SPGI S&P GLOBAL INC1.9K shares0.00%2026-03-312026-04-22

STZ CONSTELLATION BRANDS INC5.5K shares2.59%2026-03-312026-04-22

BKNG BOOKING HOLDINGS INC185 shares5.11%2026-03-312026-04-22

REGN REGENERON PHARMACEUTICALS994 shares0.00%2026-03-312026-04-22

NTR NUTRIEN LTD10.1K shares0.00%2026-03-312026-04-22

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.2K shares0.37%2026-03-312026-04-22

CHRW C H ROBINSON WORLDWIDE IN4.5K shares0.00%2026-03-312026-04-22

AMGN AMGEN INC2.0K shares0.00%2026-03-312026-04-22

Sponsored

CVS CVS HEALTH CORP9.8K shares0.00%2026-03-312026-04-22

MET METLIFE INC10.0K shares0.00%2026-03-312026-04-22

CB CHUBB LTD SWITZ2.1K shares0.00%2026-03-312026-04-22

DIS DISNEY WALT CO7.2K shares0.01%2026-03-312026-04-22

MMM 3M CO4.4K shares-1.12%2026-03-312026-04-22

GSEW GOLDMAN SACHS ETF TR7.4K shares-4.83%2026-03-312026-04-22

SCHD SCHWAB STRATEGIC TR19.6K shares1.51%2026-03-312026-04-22

RVTY REVVITY INC6.8K shares0.00%2026-03-312026-04-22

Sponsored

CMI CUMMINS INC1.1K shares0.00%2026-03-312026-04-22

NXPI NXP SEMICONDUCTORS N V3.0K shares7.52%2026-03-312026-04-22

LUV SOUTHWEST AIRLS CO15.1K shares0.00%2026-03-312026-04-22

COF CAPITAL ONE FINL CORP3.1K shares0.68%2026-03-312026-04-22

VLUE ISHARES TR4.0K shares0.03%2026-03-312026-04-22

JCI JOHNSON CONTROLS INTERNATION4.1K shares0.00%2026-03-312026-04-22

SPXX NUVEEN S&P 500 DYNAMIC OVERW32.7K sharesnew addition2026-03-312026-04-22

DLR DIGITAL RLTY TR INC2.9K shares0.00%2026-03-312026-04-22

Sponsored

MO ALTRIA GROUP INC7.8K shares-0.17%2026-03-312026-04-22

IFF INTERNATIONAL FLAVORS&FRAGRA6.7K shares0.00%2026-03-312026-04-22

EPD ENTERPRISE PRODS PARTNERS L12.8K shares0.00%2026-03-312026-04-22

AFL AFLAC INC4.4K shares0.00%2026-03-312026-04-22

GPC GENUINE PARTS CO4.4K shares-1.47%2026-03-312026-04-22

KEY KEYCORP22.8K shares0.00%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC1.3K shares-5.37%2026-03-312026-04-22

FI FISERV INC8.1K shares0.00%2026-03-312026-04-22

Sponsored

META META PLATFORMS INC785 shares5.37%2026-03-312026-04-22

ICVT ISHARES TR4.4K shares0.00%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T686 shares0.29%2026-03-312026-04-22

DE DEERE & CO788 shares-1.01%2026-03-312026-04-22

FAST FASTENAL CO9.4K shares0.00%2026-03-312026-04-22

WELL WELLTOWER INC2.2K shares0.00%2026-03-312026-04-22

SCHE SCHWAB STRATEGIC TR13.1K shares0.81%2026-03-312026-04-22

IWM ISHARES TR1.7K shares0.00%2026-03-312026-04-22

Sponsored

A AGILENT TECHNOLOGIES INC3.6K shares8.77%2026-03-312026-04-22

FDX FEDEX CORP1.1K shares0.00%2026-03-312026-04-22

DVY ISHARES TR2.6K shares0.19%2026-03-312026-04-22

WERN WERNER ENTERPRISES INC13.3K shares0.00%2026-03-312026-04-22

TXN TEXAS INSTRS INC2.0K shares0.00%2026-03-312026-04-22

XOM EXXON MOBIL CORP2.3K shares0.00%2026-03-312026-04-22

TSLA TESLA INC1.0K shares3703.70%2026-03-312026-04-22

PSX PHILLIPS 662.1K shares0.00%2026-03-312026-04-22

Sponsored

BA BOEING CO1.9K shares0.00%2026-03-312026-04-22

FBIN FORTUNE BRANDS INNOVATIONS I9.5K shares0.00%2026-03-312026-04-22

BAC BANK AMERICA CORP7.6K shares0.00%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares0.00%2026-03-312026-04-22

CENCORA INC CENCORA INC1.2K shares0.00%2026-03-312026-04-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.8K shares0.00%2026-03-312026-04-22

AEM AGNICO EAGLE MINES LTD1.7K shares0.00%2026-03-312026-04-22

ZBH ZIMMER BIOMET HOLDINGS INC3.9K shares2.09%2026-03-312026-04-22

Sponsored

LLY ELI LILLY & CO379 shares0.00%2026-03-312026-04-22

LAM RESEARCH CORP LAM RESEARCH CORP1.5K shares0.00%2026-03-312026-04-22

VB VANGUARD INDEX FDS1.2K shares59.74%2026-03-312026-04-22

ACM AECOM3.7K shares0.00%2026-03-312026-04-22

NTRS NORTHERN TR CORP2.3K shares0.00%2026-03-312026-04-22

MDLZ MONDELEZ INTL INC5.4K shares0.00%2026-03-312026-04-22

UPS UNITED PARCEL SVCS INC3.2K shares0.00%2026-03-312026-04-22

HBAN HUNTINGTON BANCSHARES INC19.5K shares0.00%2026-03-312026-04-22

Sponsored

CL COLGATE PALMOLIVE CO3.6K shares-0.42%2026-03-312026-04-22

INTU INTUIT700 shares0.00%2026-03-312026-04-22

MS MORGAN STANLEY1.8K shares0.00%2026-03-312026-04-22

SYK STRYKER CORPORATION900 shares-1.64%2026-03-312026-04-22

SW SMURFIT WESTROCK PLC7.3K shares0.00%2026-03-312026-04-22

STIP ISHARES TR2.8K shares3.31%2026-03-312026-04-22

LINDE PLC LINDE PLC575 shares0.00%2026-03-312026-04-22

EIM EATON VANCE MUN BD FD28.3K shares0.00%2026-03-312026-04-22

Sponsored

SCHB SCHWAB STRATEGIC TR11.0K shares0.06%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION263 shares0.00%2026-03-312026-04-22

PNR PENTAIR PLC3.0K shares-6.29%2026-03-312026-04-22

GILD GILEAD SCIENCES INC1.9K shares-5.35%2026-03-312026-04-22

ALPHABET INC ALPHABET INC894 shares0.00%2026-03-312026-04-22

IEFA ISHARES TR2.7K shares0.00%2026-03-312026-04-22

IR INGERSOLL RAND INC3.0K shares-5.47%2026-03-312026-04-22

MAS MASCO CORP4.0K shares0.00%2026-03-312026-04-22

Sponsored

WSM WILLIAMS SONOMA INC1.3K shares-15.19%2026-03-312026-04-22

IWB ISHARES TR652 shares0.00%2026-03-312026-04-22

TRV TRAVELERS COMPANIES INC792 shares0.00%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS923 shares-0.22%2026-03-312026-04-22

DAL DELTA AIR LINES INC3.2K shares0.00%2026-03-312026-04-22

BDX BECTON DICKINSON & CO1.3K shares-3.61%2026-03-312026-04-22

KO COCA COLA CO2.7K shares0.00%2026-03-312026-04-22

WM WASTE MGMT INC DEL884 shares0.00%2026-03-312026-04-22

Sponsored

NVT NVENT ELEC PLC1.7K shares-10.57%2026-03-312026-04-22

ITT INC ITT INC1.0K shares0.00%2026-03-312026-04-22

SCHM SCHWAB STRATEGIC TR6.2K shares0.23%2026-03-312026-04-22

SNA SNAP ON INC520 shares0.00%2026-03-312026-04-22

WYNN WYNN RESORTS LTD1.9K shares0.00%2026-03-312026-04-22

WKC WORLD KINECT CORPORATION8.0K shares0.00%2026-03-312026-04-22

TLH ISHARES TR1.8K shares0.00%2026-03-312026-04-22

TLT ISHARES TR2.1K shares0.00%2026-03-312026-04-22

Sponsored

RWL INVESCO EXCH TRADED FD TR II1.6K shares0.13%2026-03-312026-04-22

RTX RTX CORPORATION890 shares0.00%2026-03-312026-04-22

SCHG SCHWAB STRATEGIC TR5.9K shares0.12%2026-03-312026-04-22

DHR DANAHER CORP DEL870 shares0.00%2026-03-312026-04-22

VRSN VERISIGN INC641 shares0.00%2026-03-312026-04-22

TSCO TRACTOR SUPPLY CO3.5K shares0.00%2026-03-312026-04-22

SCHW SCHWAB CHARLES CORP1.7K shares0.00%2026-03-312026-04-22

SBUX STARBUCKS CORP1.7K shares0.00%2026-03-312026-04-22

Sponsored

SCHK SCHWAB STRATEGIC TR4.9K shares0.23%2026-03-312026-04-22

EMB ISHARES TR1.6K shares0.00%2026-03-312026-04-22

TM TOYOTA MOTOR CORP700 shares0.00%2026-03-312026-04-22

AJG GALLAGHER ARTHUR J & CO648 shares0.00%2026-03-312026-04-22

ENR ENERGIZER HLDGS INC8.4K shares-8.20%2026-03-312026-04-22

IEMG ISHARES INC2.0K shares0.00%2026-03-312026-04-22

QCOM QUALCOMM INC1.1K shares0.00%2026-03-312026-04-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND674 shares0.00%2026-03-312026-04-22

Sponsored

NEM NEWMONT CORP1.2K shares0.00%2026-03-312026-04-22

APOG APOGEE ENTERPRISES INC3.8K shares0.00%2026-03-312026-04-22

FNDF SCHWAB STRATEGIC TR2.5K shares0.00%2026-03-312026-04-22

CMCSA COMCAST CORP NEW4.2K shares0.00%2026-03-312026-04-22

IWS ISHARES TR808 shares0.00%2026-03-312026-04-22

MCD MCDONALDS CORP376 shares0.00%2026-03-312026-04-22

GOVT ISHARES TR5.0K shares0.00%2026-03-312026-04-22

BUD ANHEUSER BUSCH INBEV SA NV1.6K shares0.00%2026-03-312026-04-22

Sponsored

BUNGE GLOBAL SA BUNGE GLOBAL SA875 shares0.00%2026-03-312026-04-22

PSA PUBLIC STORAGE OPER CO397 shares0.00%2026-03-312026-04-22

AGG ISHARES TR1.0K shares1.48%2026-03-312026-04-22

ECL ECOLAB INC370 shares-8.87%2026-03-312026-04-22

ADBE ADOBE INC403 shares0.00%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC585 shares0.00%2026-03-312026-04-22

DJD INVESCO EXCHANGE TRADED FD T1.5K shares0.20%2026-03-312026-04-22

VMI VALMONT INDS INC220 shares0.00%2026-03-312026-04-22

Sponsored

OMC OMNICOM GROUP INC1.2K shares0.00%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR152 shares22.58%2026-03-312026-04-22

GM GENERAL MTRS CO1.2K shares0.00%2026-03-312026-04-22

BIIB BIOGEN INC464 shares0.00%2026-03-312026-04-22

DLTR DOLLAR TREE INC725 shares0.00%2026-03-312026-04-22

MGV VANGUARD WORLD FD546 shares0.00%2026-03-312026-04-22

SCHA SCHWAB STRATEGIC TR2.7K shares0.08%2026-03-312026-04-22

KMB KIMBERLY-CLARK CORP786 shares0.00%2026-03-312026-04-22

Sponsored

HMC HONDA MOTOR CO LTD3.1K shares0.00%2026-03-312026-04-22

YUM YUM BRANDS INC480 shares0.00%2026-03-312026-04-22

IWV ISHARES TR198 shares0.00%2026-03-312026-04-22

PAG PENSKE AUTOMOTIVE GRP INC490 shares0.00%2026-03-312026-04-22

KAI KADANT INC250 shares0.00%2026-03-312026-04-22

IEF ISHARES TR761 shares0.00%2026-03-312026-04-22

VHT VANGUARD WORLD FD257 shares0.00%2026-03-312026-04-22

DOV DOVER CORP335 shares0.00%2026-03-312026-04-22

Sponsored

EFX EQUIFAX INC365 shares0.00%2026-03-312026-04-22

CRDO CREDO TECHNOLOGY GROUP HOLDI682 sharesnew addition2026-03-312026-04-22

EBAY EBAY INC.703 shares0.00%2026-03-312026-04-22

IWP ISHARES TR475 shares0.00%2026-03-312026-04-22

PFF ISHARES TR1.9K shares0.36%2026-03-312026-04-22

VRP INVESCO EXCH TRADED FD TR II2.4K shares1.27%2026-03-312026-04-22

ADI ANALOG DEVICES INC176 shares0.00%2026-03-312026-04-22

TJX TJX COS INC NEW344 shares0.00%2026-03-312026-04-22

Sponsored

SNAP SNAP INC11.9K shares526.32%2026-03-312026-04-22

ADP AUTOMATIC DATA PROCESSING IN267 shares0.00%2026-03-312026-04-22

MUB ISHARES TR510 shares0.39%2026-03-312026-04-22

OKE ONEOK INC NEW595 shares0.00%2026-03-312026-04-22

SEE SEALED AIR CORP NEW1.3K shares-79.23%2026-03-312026-04-22

SCHV SCHWAB STRATEGIC TR1.8K shares0.00%2026-03-312026-04-22

QSR RESTAURANT BRANDS INTL INC716 shares0.00%2026-03-312026-04-22

BAX BAXTER INTL INC3.1K shares-5.66%2026-03-312026-04-22

Sponsored

SCHP SCHWAB STRATEGIC TR2.0K shares0.00%2026-03-312026-04-22

VTV VANGUARD INDEX FDS252 shares10.04%2026-03-312026-04-22

BK BANK NEW YORK MELLON CORP411 shares0.00%2026-03-312026-04-22

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC594 shares-32.42%2026-03-312026-04-22

CHTR CHARTER COMMUNICATIONS INC204 shares0.00%2026-03-312026-04-22

SON SONOCO PRODS CO810 shares0.00%2026-03-312026-04-22

VLO VALERO ENERGY CORP175 shares0.00%2026-03-312026-04-22

PFG PRINCIPAL FINANCIAL GROUP IN473 shares65.96%2026-03-312026-04-22

Sponsored

ITOT ISHARES TR296 shares0.34%2026-03-312026-04-22

FLO FLOWERS FOODS INC5.1K shares0.00%2026-03-312026-04-22

XLRE SELECT SECTOR SPDR TR988 shares0.20%2026-03-312026-04-22

IJR ISHARES TR318 shares0.00%2026-03-312026-04-22

ETR ENTERGY CORP NEW350 shares0.00%2026-03-312026-04-22

AMC ENTMT HLDGS INC AMC ENTMT HLDGS INC40.0K sharesnew addition2026-03-312026-04-22

IWN ISHARES TR205 shares0.00%2026-03-312026-04-22

TE CONNECTIVITY PLC TE CONNECTIVITY PLC180 shares0.00%2026-03-312026-04-22

Sponsored

MOS MOSAIC CO1.5K shares0.00%2026-03-312026-04-22

EFA ISHARES TR382 shares0.00%2026-03-312026-04-22

SHEL SHELL PLC392 shares0.00%2026-03-312026-04-22

ITW ILLINOIS TOOL WKS INC137 shares0.00%2026-03-312026-04-22

NFLX NETFLIX INC.370 shares0.00%2026-03-312026-04-22

BOH BANK HAWAII CORP474 shares0.00%2026-03-312026-04-22

ITA ISHARES TR160 shares0.00%2026-03-312026-04-22

WY WEYERHAEUSER CO1.4K shares0.00%2026-03-312026-04-22

Sponsored

NVS NOVARTIS AG225 shares0.00%2026-03-312026-04-22

QQQM INVESCO EXCH TRADED FD TR II140 shares0.00%2026-03-312026-04-22

VNQ VANGUARD INDEX FDS375 shares0.81%2026-03-312026-04-22

KHC KRAFT HEINZ CO1.5K shares0.00%2026-03-312026-04-22

QXO QXO INC1.7K shares13.33%2026-03-312026-04-22

LW LAMB WESTON HLDGS INC774 shares-7.86%2026-03-312026-04-22

ISRG INTUITIVE SURGICAL INC70 shares0.00%2026-03-312026-04-22

IJH ISHARES TR477 shares0.00%2026-03-312026-04-22

Sponsored

IVV ISHARES TR48 shares0.00%2026-03-312026-04-22

PDM PIEDMONT REALTY TRUST INC4.7K shares0.00%2026-03-312026-04-22

FNDE SCHWAB STRATEGIC TR799 shares0.00%2026-03-312026-04-22

DCI DONALDSON INC360 shares0.00%2026-03-312026-04-22

CBRE CBRE GROUP INC225 shares0.00%2026-03-312026-04-22

MOAT VANECK ETF TRUST313 shares0.00%2026-03-312026-04-22

MKC MCCORMICK & CO INC600 shares0.00%2026-03-312026-04-22

BROADCOM INC BROADCOM INC97 shares223.33%2026-03-312026-04-22

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS50 shares0.00%2026-03-312026-04-22

IWO ISHARES TR90 shares0.00%2026-03-312026-04-22

GLD SPDR GOLD TR65 shares0.00%2026-03-312026-04-22

SHY ISHARES TR337 shares0.30%2026-03-312026-04-22

FNF FIDELITY NATL FINL INC600 shares0.00%2026-03-312026-04-22

SWKS SKYWORKS SOLUTIONS INC512 shares0.00%2026-03-312026-04-22

SYF SYNCHRONY FINANCIAL400 shares0.00%2026-03-312026-04-22

SDY SPDR SERIES TRUST185 shares0.00%2026-03-312026-04-22

Sponsored

BILS SPDR SERIES TRUST269 shares0.75%2026-03-312026-04-22

VWOB VANGUARD WHITEHALL FDS386 shares0.00%2026-03-312026-04-22

CGDV CAPITAL GROUP DIVIDEND VALUE584 shares0.00%2026-03-312026-04-22

STT STATE STR CORP195 shares0.00%2026-03-312026-04-22

CGGO CAPITAL GROUP GBL GROWTH EQT729 shares0.00%2026-03-312026-04-22

VFH VANGUARD WORLD FD200 shares0.00%2026-03-312026-04-22

CGUS CAPITAL GROUP CORE EQUITY ET626 shares0.00%2026-03-312026-04-22

TFX TELEFLEX INCORPORATED200 shares0.00%2026-03-312026-04-22

Sponsored

JPME J P MORGAN EXCHANGE TRADED F200 shares0.00%2026-03-312026-04-22

JGRO J P MORGAN EXCHANGE TRADED F271 shares0.00%2026-03-312026-04-22

NVDA NVIDIA CORPORATION131 shares0.00%2026-03-312026-04-22

DGX QUEST DIAGNOSTICS INC115 shares0.00%2026-03-312026-04-22

OXY OCCIDENTAL PETE CORP340 shares0.00%2026-03-312026-04-22

HUBBELL INC HUBBELL INC45 shares0.00%2026-03-312026-04-22

EDV VANGUARD WORLD FD336 shares0.00%2026-03-312026-04-22

IGV ISHARES TR265 shares0.00%2026-03-312026-04-22

Sponsored

MYE MYERS INDS INC1.0K shares0.00%2026-03-312026-04-22

DIA STATE STR SPDR DOW JONES IND46 shares0.00%2026-03-312026-04-22

PNC PNC FINL SVCS GROUP INC100 shares0.00%2026-03-312026-04-22

VTEB VANGUARD MUN BD FDS417 shares0.48%2026-03-312026-04-22

CPRT COPART INC600 shares0.00%2026-03-312026-04-22

INTF ISHARES TR507 shares0.00%2026-03-312026-04-22

WEN WENDYS CO2.8K shares0.00%2026-03-312026-04-22

HRL HORMEL FOODS CORP857 shares0.00%2026-03-312026-04-22

Sponsored

SPOT SPOTIFY TECHNOLOGY S A40 shares0.00%2026-03-312026-04-22

BND VANGUARD BD INDEX FDS262 shares0.77%2026-03-312026-04-22

MUR MURPHY OIL CORP450 shares0.00%2026-03-312026-04-22

WAT WATERS CORP62 sharesnew addition2026-03-312026-04-22

LULU LULULEMON ATHLETICA INC119 shares26.60%2026-03-312026-04-22

IBTL ISHARES TR884 shares0.00%2026-03-312026-04-22

DGRO ISHARES TR256 shares0.00%2026-03-312026-04-22

IBTK ISHARES TR911 shares0.00%2026-03-312026-04-22

Sponsored

LQD ISHARES TR164 shares0.00%2026-03-312026-04-22

RFG INVESCO EXCHANGE TRADED FD T311 shares0.00%2026-03-312026-04-22

FNDX SCHWAB STRATEGIC TR602 shares0.33%2026-03-312026-04-22

FENY FIDELITY COVINGTON TRUST490 shares0.00%2026-03-312026-04-22

KDP KEURIG DR PEPPER INC633 shares0.00%2026-03-312026-04-22

CRM SALESFORCE INC85 shares0.00%2026-03-312026-04-22

EEM ISHARES TR277 shares0.00%2026-03-312026-04-22

AWR AMER STATES WTR CO201 shares0.00%2026-03-312026-04-22

Sponsored

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW138 shares0.00%2026-03-312026-04-22

FNDB SCHWAB STRATEGIC TR528 shares0.38%2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC52 shares0.00%2026-03-312026-04-22

IVW ISHARES TR122 shares0.00%2026-03-312026-04-22

CWB SPDR SERIES TRUST151 shares0.67%2026-03-312026-04-22

XPO XPO INC70 shares0.00%2026-03-312026-04-22

CROWN CASTLE INC CROWN CASTLE INC167 shares0.00%2026-03-312026-04-22

IYC ISHARES TR136 shares0.00%2026-03-312026-04-22

Sponsored

AMT AMERICAN TOWER CORP73 shares0.00%2026-03-312026-04-22

VNQI VANGUARD INTL EQUITY INDEX F283 shares0.00%2026-03-312026-04-22

NDSN NORDSON CORP46 shares0.00%2026-03-312026-04-22

SPDW SPDR INDEX SHS FDS264 shares0.00%2026-03-312026-04-22

PGR PROGRESSIVE CORP60 shares0.00%2026-03-312026-04-22

RWR SPDR SERIES TRUST117 shares0.00%2026-03-312026-04-22

BIV VANGUARD BD INDEX FDS153 shares0.66%2026-03-312026-04-22

EQIX EQUINIX INC12 shares0.00%2026-03-312026-04-22

Sponsored

LECO LINCOLN ELEC HLDGS INC45 shares0.00%2026-03-312026-04-22

AVY AVERY DENNISON CORP64 shares0.00%2026-03-312026-04-22

GIS GENERAL MILLS INC289 shares0.00%2026-03-312026-04-22

MMC MARSH & MCLENNAN COS INC61 shares0.00%2026-03-312026-04-22

DLB DOLBY LABORATORIES INC175 shares0.00%2026-03-312026-04-22

BCE BCE INC410 shares0.00%2026-03-312026-04-22

HELE HELEN OF TROY LTD705 shares0.00%2026-03-312026-04-22

HPE HEWLETT PACKARD ENTERPRISE C416 shares0.00%2026-03-312026-04-22

Sponsored

GAIN GLADSTONE INVT CORP675 shares0.00%2026-03-312026-04-22

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY115 shares0.00%2026-03-312026-04-22

O REALTY INCOME CORP147 shares0.00%2026-03-312026-04-22

EW EDWARDS LIFESCIENCES CORP109 shares0.00%2026-03-312026-04-22

PRU PRUDENTIAL FINL INC88 shares0.00%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC10 shares0.00%2026-03-312026-04-22

PPG PPG INDS INC79 shares0.00%2026-03-312026-04-22

ICLN ISHARES TR450 shares0.00%2026-03-312026-04-22

Sponsored

T AT&T INC283 shares0.00%2026-03-312026-04-22

MATX MATSON INC50 shares0.00%2026-03-312026-04-22

VIK VIKING HOLDINGS LTD106 shares0.00%2026-03-312026-04-22

CAG CONAGRA BRANDS INC480 shares0.00%2026-03-312026-04-22

NEE NEXTERA ENERGY INC76 shares0.00%2026-03-312026-04-22

CGW INVESCO EXCH TRADED FD TR II100 shares0.00%2026-03-312026-04-22

CPK CHESAPEAKE UTILS CORP50 shares0.00%2026-03-312026-04-22

BSX BOSTON SCIENTIFIC CORP100 shares0.00%2026-03-312026-04-22

Sponsored

SPHY SPDR SERIES TRUST265 shares1.15%2026-03-312026-04-22

SPBO SPDR SERIES TRUST212 shares0.95%2026-03-312026-04-22

BLV VANGUARD BD INDEX FDS89 shares1.14%2026-03-312026-04-22

ZTS ZOETIS INC50 shares0.00%2026-03-312026-04-22

HASI HA SUSTAINABLE INFRA CAP INC160 shares0.00%2026-03-312026-04-22

F FORD MTR CO500 shares0.00%2026-03-312026-04-22

IXJ ISHARES TR58 shares0.00%2026-03-312026-04-22

ON ON SEMICONDUCTOR CORP85 shares0.00%2026-03-312026-04-22

Sponsored

BSV VANGUARD BD INDEX FDS67 shares1.52%2026-03-312026-04-22

CLX CLOROX CO DEL50 sharesnew addition2026-03-312026-04-22

IBND SPDR SERIES TRUST163 shares0.00%2026-03-312026-04-22

UNILEVER PLC UNILEVER PLC88 shares0.00%2026-03-312026-04-22

DG DOLLAR GEN CORP42 shares0.00%2026-03-312026-04-22

SNY SANOFI SA100 shares0.00%2026-03-312026-04-22

SCHH SCHWAB STRATEGIC TR224 shares0.00%2026-03-312026-04-22

BRT BRT APARTMENTS CORP340 shares0.00%2026-03-312026-04-22

Sponsored

EUHY ISHARES INC86 shares0.00%2026-03-312026-04-22

VLTO VERALTO CORP50 shares0.00%2026-03-312026-04-22

GSK PLC GSK PLC80 shares0.00%2026-03-312026-04-22

EMHY ISHARES INC107 shares0.00%2026-03-312026-04-22

WIP SPDR SERIES TRUST102 shares0.00%2026-03-312026-04-22

CRSP CRISPR THERAPEUTICS AG84 shares0.00%2026-03-312026-04-22

SMG SCOTTS MIRACLE-GRO CO65 shares0.00%2026-03-312026-04-22

SHV ISHARES TR35 shares0.00%2026-03-312026-04-22

Sponsored

INTC INTEL CORP85 shares0.00%2026-03-312026-04-22

QNITY ELECTRONICS INC QNITY ELECTRONICS INC32 shares0.00%2026-03-312026-04-22

LEA LEAR CORP30 shares0.00%2026-03-312026-04-22

GXO GXO LOGISTICS INCORPORATED70 shares0.00%2026-03-312026-04-22

VONE VANGUARD SCOTTSDALE FDS12 shares0.00%2026-03-312026-04-22

DEO DIAGEO PLC47 shares0.00%2026-03-312026-04-22

DJT TRUMP MEDIA & TECHNOLOGY GRO371 shares0.00%2026-03-312026-04-22

XYZ BLOCK INC57 shares0.00%2026-03-312026-04-22

Sponsored

IHDG WISDOMTREE TR68 shares0.00%2026-03-312026-04-22

DXCM DEXCOM INC50 sharesnew addition2026-03-312026-04-22

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC64 shares0.00%2026-03-312026-04-22

NKE NIKE INC53 shares0.00%2026-03-312026-04-22

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC58 sharesnew addition2026-03-312026-04-22

IP INTERNATIONAL PAPER CO60 shares0.00%2026-03-312026-04-22

FG F&G ANNUITIES & LIFE INC76 shares0.00%2026-03-312026-04-22

KD KYNDRYL HLDGS INC146 shares0.00%2026-03-312026-04-22

Sponsored

BBLU EA SERIES TRUST128 shares0.00%2026-03-312026-04-22

WBD WARNER BROS DISCOVERY INC68 shares0.00%2026-03-312026-04-22

VUG VANGUARD INDEX FDS4 shares0.00%2026-03-312026-04-22

FNCL FIDELITY COVINGTON TRUST25 shares0.00%2026-03-312026-04-22

ACWX ISHARES TR25 shares0.00%2026-03-312026-04-22

CPB THE CAMPBELLS COMPANY75 shares0.00%2026-03-312026-04-22

IYR ISHARES TR17 shares0.00%2026-03-312026-04-22

VTI VANGUARD INDEX FDS5 shares0.00%2026-03-312026-04-22

Sponsored

DOW DOW HLDGS INC33 shares0.00%2026-03-312026-04-22

KSS KOHLS CORP100 shares0.00%2026-03-312026-04-22

VFC V F CORP75 shares0.00%2026-03-312026-04-22

CRWD CROWDSTRIKE HLDGS INC3 shares0.00%2026-03-312026-04-22

NB NIOCORP DEVS LTD250 shares0.00%2026-03-312026-04-22

REVS COLUMBIA ETF TR I35 shares0.00%2026-03-312026-04-22

HLN HALEON PLC100 shares0.00%2026-03-312026-04-22

NMAX NEWSMAX INC175 shares0.00%2026-03-312026-04-22

Sponsored

GPN GLOBAL PMTS INC10 shares0.00%2026-03-312026-04-22

TURN THERAPEUTICS INC TURN THERAPEUTICS INC170 shares0.00%2026-03-312026-04-22

LUMN LUMEN TECHNOLOGIES INC74 shares0.00%2026-03-312026-04-22

ARCC ARES CAPITAL CORP28 shares3.70%2026-03-312026-04-22

JPC NUVEEN PFD & INCOME OPPORTUN66 shares0.00%2026-03-312026-04-22

CCJ CAMECO CORP4 shares0.00%2026-03-312026-04-22

SLXN SILEXION THERAPEUTICS CORP333 shares0.00%2026-03-312026-04-22

DXC DXC TECHNOLOGY CO27 shares0.00%2026-03-312026-04-22

Sponsored

MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV20 shares0.00%2026-03-312026-04-22

PARAMOUNT SKYDANCE CORP PARAMOUNT SKYDANCE CORP27 shares0.00%2026-03-312026-04-22

DAVA ENDAVA PLC2 shares0.00%2026-03-312026-04-22

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares21

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-0.00%

Shares49.9K

Event2026-03-31

Filed2026-04-22

CAT

CATERPILLAR INC

-0.06%

Shares13.8K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

0.80%

Shares20.3K

Event2026-03-31

Filed2026-04-22

AMAT

APPLIED MATLS INC

-12.87%

Shares18.3K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

2.18%

Shares16.6K

Event2026-03-31

Filed2026-04-22

SCHO

SCHWAB STRATEGIC TR

2.86%

Shares191.5K

Event2026-03-31

Filed2026-04-22

PARKER-HANNIFIN CORP

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-22

GLW

CORNING INC

-1.33%

Shares27.1K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

9.28%

Shares11.9K

Event2026-03-31

Filed2026-04-22

HON

HONEYWELL INTL INC

0.00%

Shares14.6K

Event2026-03-31

Filed2026-04-22

VERIZON COMMUNICATIONS INC

0.00%

Shares59.3K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

-0.08%

Shares11.7K

Event2026-03-31

Filed2026-04-22

SCHR

SCHWAB STRATEGIC TR

1.07%

Shares113.3K

Event2026-03-31

Filed2026-04-22

TMO

THERMO FISHER SCIENTIFIC INC

0.22%

Shares5.4K

Event2026-03-31

Filed2026-04-22

MCK

MCKESSON CORP

-0.07%

Shares3.1K

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

-0.31%

Shares31.7K

Event2026-03-31

Filed2026-04-22

USB

US BANCORP

0.00%

Shares47.0K

Event2026-03-31

Filed2026-04-22

MERCK & CO INC

0.58%

Shares19.8K

Event2026-03-31

Filed2026-04-22

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-22

ORCL

ORACLE CORP

0.00%

Shares15.2K

Event2026-03-31

Filed2026-04-22

SXI

STANDEX INTL CORP

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

-0.12%

Shares15.1K

Event2026-03-31

Filed2026-04-22

CITIGROUP INC

0.00%

Shares18.7K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

-0.07%

Shares9.8K

Event2026-03-31

Filed2026-04-22

ABM

ABM INDS INC

-0.06%

Shares55.0K

Event2026-03-31

Filed2026-04-22

UNP

UNION PAC CORP

1.55%

Shares8.6K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

20.64%

Shares10.0K

Event2026-03-31

Filed2026-04-22

SCHF

SCHWAB STRATEGIC TR

29.95%

Shares79.8K

Event2026-03-31

Filed2026-04-22

NSC

NORFOLK SOUTHN CORP

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-22

CSX

CSX CORP

0.00%

Shares47.7K

Event2026-03-31

Filed2026-04-22

LMT

LOCKHEED MARTIN CORP

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

-0.02%

Shares6.6K

Event2026-03-31

Filed2026-04-22

GBIL

GOLDMAN SACHS ETF TR

0.08%

Shares19.1K

Event2026-03-31

Filed2026-04-22

NEAR

ISHARES U S ETF TR

10.32%

Shares35.5K

Event2026-03-31

Filed2026-04-22

WFC

WELLS FARGO & CO

0.00%

Shares21.7K

Event2026-03-31

Filed2026-04-22

TGT

TARGET CORP

-1.27%

Shares13.6K

Event2026-03-31

Filed2026-04-22

ALL

ALLSTATE CORP

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-22

TIP

ISHARES TR

0.00%

Shares14.7K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-22

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-22

ABT

ABBOTT LABORATORIES

0.00%

Shares14.5K

Event2026-03-31

Filed2026-04-22

PFE

PFIZER INC

0.19%

Shares52.5K

Event2026-03-31

Filed2026-04-22

INGR

INGREDION INC

0.27%

Shares12.6K

Event2026-03-31

Filed2026-04-22

AXP

AMERICAN EXPRESS CO

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-22

JOE

ST JOE CO

0.00%

Shares20.7K

Event2026-03-31

Filed2026-04-22

TRANE TECHNOLOGIES PLC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-22

EMR

EMERSON ELEC CO

0.24%

Shares9.7K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-22

SCHX

SCHWAB STRATEGIC TR

30.75%

Shares47.8K

Event2026-03-31

Filed2026-04-22

TXT

TEXTRON INC

0.00%

Shares13.8K

Event2026-03-31

Filed2026-04-22

AMD

ADVANCED MICRO DEVICES INC

14.45%

Shares5.9K

Event2026-03-31

Filed2026-04-22

PEP

PEPSICO INC

0.22%

Shares7.6K

Event2026-03-31

Filed2026-04-22

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares18.9K

Event2026-03-31

Filed2026-04-22

LOW

LOWES COS INC

-1.75%

Shares4.8K

Event2026-03-31

Filed2026-04-22

VISA INC

2.17%

Shares3.7K

Event2026-03-31

Filed2026-04-22

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares14.5K

Event2026-03-31

Filed2026-04-22

MEDTRONIC PLC

0.31%

Shares12.0K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-22

COP

CONOCOPHILLIPS

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-22

VRTX

VERTEX PHARMACEUTICALS INC

-0.52%

Shares2.1K

Event2026-03-31

Filed2026-04-22

CAH

CARDINAL HEALTH INC

-0.12%

Shares4.3K

Event2026-03-31

Filed2026-04-22

VSH

VISHAY INTERTECHNOLOGY INC

-0.30%

Shares50.3K

Event2026-03-31

Filed2026-04-22

TSN

TYSON FOODS INC

0.00%

Shares13.1K

Event2026-03-31

Filed2026-04-22

SPGI

S&P GLOBAL INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-22

STZ

CONSTELLATION BRANDS INC

2.59%

Shares5.5K

Event2026-03-31

Filed2026-04-22

BKNG

BOOKING HOLDINGS INC

5.11%

Shares185

Event2026-03-31

Filed2026-04-22

REGN

REGENERON PHARMACEUTICALS

0.00%

Shares994

Event2026-03-31

Filed2026-04-22

NTR

NUTRIEN LTD

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-22

GENERAL DYNAMICS CORP

0.37%

Shares2.2K

Event2026-03-31

Filed2026-04-22

CHRW

C H ROBINSON WORLDWIDE IN

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-22

AMGN

AMGEN INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-22

CVS

CVS HEALTH CORP

0.00%

Shares9.8K

Event2026-03-31

Filed2026-04-22

MET

METLIFE INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-22

CHUBB LTD SWITZ

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-22

DIS

DISNEY WALT CO

0.01%

Shares7.2K

Event2026-03-31

Filed2026-04-22

MMM

3M CO

-1.12%

Shares4.4K

Event2026-03-31

Filed2026-04-22

GSEW

GOLDMAN SACHS ETF TR

-4.83%

Shares7.4K

Event2026-03-31

Filed2026-04-22

SCHD

SCHWAB STRATEGIC TR

1.51%

Shares19.6K

Event2026-03-31

Filed2026-04-22

RVTY

REVVITY INC

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-22

CMI

CUMMINS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-22

NXPI

NXP SEMICONDUCTORS N V

7.52%

Shares3.0K

Event2026-03-31

Filed2026-04-22

LUV

SOUTHWEST AIRLS CO

0.00%

Shares15.1K

Event2026-03-31

Filed2026-04-22

COF

CAPITAL ONE FINL CORP

0.68%

Shares3.1K

Event2026-03-31

Filed2026-04-22

VLUE

ISHARES TR

0.03%

Shares4.0K

Event2026-03-31

Filed2026-04-22

JCI

JOHNSON CONTROLS INTERNATION

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-22

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

New

Shares32.7K

Event2026-03-31

Filed2026-04-22

DLR

DIGITAL RLTY TR INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-22

ALTRIA GROUP INC

-0.17%

Shares7.8K

Event2026-03-31

Filed2026-04-22

IFF

INTERNATIONAL FLAVORS&FRAGRA

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-22

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares12.8K

Event2026-03-31

Filed2026-04-22

AFL

AFLAC INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-22

GPC

GENUINE PARTS CO

-1.47%

Shares4.4K

Event2026-03-31

Filed2026-04-22

KEY

KEYCORP

0.00%

Shares22.8K

Event2026-03-31

Filed2026-04-22

EATON CORP PLC

-5.37%

Shares1.3K

Event2026-03-31

Filed2026-04-22

FISERV INC

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-22