Sponsored

The Analysis of Phillips Wealth Planners LLC's Holdings & P&L

Currently, Phillips Wealth Planners LLC holds 210 types of securities in its portfolio with a total value $132.9M. In the most recent quarter, they have increased their positions in SGOV (+15.3K shares, valued at $1.5M), IEUR (+17.4K shares, valued at $1.3M), N/A (+5.6K shares, valued at $1.0M); decreased their positions in SPY (-4.6K shares, valued at $3.4M), VPL (-7.1K shares, valued at $812.8K), EEMA (-6.6K shares, valued at $769.3K); initiated new positions in SGOV (+15.3K shares, valued at $1.5M), N/A (+5.6K shares, valued at $1.0M), FDX (+1.3K shares, valued at $485.4K).

1M P&L

+2.8M+2.51%

3M P&L

+3.7M+3.27%

HY P&L

+13.4M+13.11%

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/A24.6M

23.5%

2Drug Manufacturers - General5.8M

5.5%

3Banks - Diversified4.2M

4.0%

Top Industries by Stock Count

1N/A28 stocks

16.7%

2Drug Manufacturers - General7 stocks

4.2%

3Semiconductors7 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS9.4K shares-2.13%2026-03-312026-05-14

MSFT MICROSOFT CORP8.6K shares15.11%2026-03-312026-05-14

BROADCOM INC BROADCOM INC6.8K shares13.75%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR13.7K shares10.32%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO7.2K shares-2.69%2026-03-312026-05-14

WMT WALMART INC17.0K shares-19.84%2026-03-312026-05-14

AAPL APPLE INC6.3K shares6.67%2026-03-312026-05-14

ALPHABET INC ALPHABET INC4.5K shares-23.40%2026-03-312026-05-14

Sponsored

WMB WILLIAMS COS INC23.2K shares-6.87%2026-03-312026-05-14

VEU VANGUARD INTL EQUITY INDEX F20.7K shares-4.67%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR32.8K shares4.18%2026-03-312026-05-14

TJX TJX COS INC NEW11.2K shares0.04%2026-03-312026-05-14

IEUR ISHARES TR22.0K shares375.95%2026-03-312026-05-14

SGOV ISHARES TR15.3K sharesnew addition2026-03-312026-05-14

TXN TEXAS INSTRS INC4.9K shares49.02%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-05-14

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW11.2K shares0.51%2026-03-312026-05-14

CVX CHEVRON CORPORATION7.6K shares16.15%2026-03-312026-05-14

ABBV ABBVIE INC6.7K shares5.73%2026-03-312026-05-14

AGG ISHARES TR13.5K shares-0.46%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC7.0K shares57.20%2026-03-312026-05-14

PNC PNC FINL SVCS GROUP INC5.9K shares5.49%2026-03-312026-05-14

XLC SELECT SECTOR SPDR TR11.0K shares0.99%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC2.7K shares-7.95%2026-03-312026-05-14

Sponsored

MCD MCDONALDS CORP4.5K shares6.76%2026-03-312026-05-14

XOM EXXON MOBIL CORP8.1K shares-11.96%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC1.3K shares3.58%2026-03-312026-05-14

KO COCA COLA CO15.2K shares10.50%2026-03-312026-05-14

HD HOME DEPOT INC3.8K shares-6.89%2026-03-312026-05-14

V VISA INC3.6K shares-19.07%2026-03-312026-05-14

RTX RTX CORPORATION6.5K shares-24.14%2026-03-312026-05-14

TOTALENERGIES SE TOTALENERGIES SE12.5K shares-2.68%2026-03-312026-05-14

Sponsored

JNJ JOHNSON & JOHNSON5.0K shares-11.03%2026-03-312026-05-14

CME CME GROUP INC3.8K shares5.09%2026-03-312026-05-14

ASTRAZENECA PLC ASTRAZENECA PLC5.6K sharesnew addition2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR6.9K shares-3.34%2026-03-312026-05-14

AMGN AMGEN INC2.9K shares-6.10%2026-03-312026-05-14

IJR ISHARES TR6.8K shares-6.17%2026-03-312026-05-14

WFC WELLS FARGO & CO12.7K shares21.22%2026-03-312026-05-14

APD AIR PRODUCTS AND CHEMICALS I3.0K shares109.83%2026-03-312026-05-14

Sponsored

PG PROCTER & GAMBLE CO6.3K shares28.84%2026-03-312026-05-14

MEDTRONIC PLC MEDTRONIC PLC12.0K shares8.16%2026-03-312026-05-14

TSLA TESLA INC1.9K shares-0.10%2026-03-312026-05-14

AMZN AMAZON COM INC3.1K shares-5.76%2026-03-312026-05-14

SBUX STARBUCKS CORP7.7K shares15.69%2026-03-312026-05-14

META META PLATFORMS INC1.3K shares-28.35%2026-03-312026-05-14

UNP UNION PAC CORP2.9K shares18.54%2026-03-312026-05-14

CAT CATERPILLAR INC811 shares-12.13%2026-03-312026-05-14

Sponsored

AFL AFLAC INC6.4K shares0.00%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC1.8K shares-27.78%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS3.1K shares33.73%2026-03-312026-05-14

T AT&T INC28.5K shares41.11%2026-03-312026-05-14

GEV GE VERNOVA INC643 shares-9.18%2026-03-312026-05-14

GLW CORNING INC3.2K shares-52.07%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS3.0K shares-26.76%2026-03-312026-05-14

ORCL ORACLE CORP3.4K shares12.74%2026-03-312026-05-14

Sponsored

NVDA NVIDIA CORPORATION3.0K shares51.69%2026-03-312026-05-14

NEE NEXTERA ENERGY INC7.0K shares-0.70%2026-03-312026-05-14

ABT ABBOTT LABORATORIES8.0K shares-12.75%2026-03-312026-05-14

BTI BRITISH AMERN TOB PLC10.7K shares24.54%2026-03-312026-05-14

STERIS PLC STERIS PLC3.2K shares0.32%2026-03-312026-05-14

EATON CORP PLC EATON CORP PLC1.5K shares-2.55%2026-03-312026-05-14

EQIX EQUINIX INC584 shares51.30%2026-03-312026-05-14

IEFA ISHARES TR6.5K shares-3.24%2026-03-312026-05-14

Sponsored

TT TRANE TECHNOLOGIES PLC1.3K shares-36.81%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC13.0K shares11.44%2026-03-312026-05-14

LINDE PLC LINDE PLC1.2K shares101.35%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION602 shares-1.31%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC5.2K shares-18.30%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC532 shares1.33%2026-03-312026-05-14

RPRX ROYALTY PHARMA PLC11.1K shares-15.41%2026-03-312026-05-14

PEP PEPSICO INC3.8K shares20.18%2026-03-312026-05-14

Sponsored

WSO WATSCO INC1.3K shares45.24%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO1.8K shares2.82%2026-03-312026-05-14

ICE INTERCONTINENTAL EXCHANGE IN3.5K shares13.84%2026-03-312026-05-14

AMT AMERICAN TOWER CORP3.1K shares135.38%2026-03-312026-05-14

CB CHUBB LTD SWITZ1.7K shares-1.27%2026-03-312026-05-14

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.8K shares33.37%2026-03-312026-05-14

APH AMPHENOL CORP4.3K shares4.64%2026-03-312026-05-14

IGM ISHARES TR3.4K shares6.00%2026-03-312026-05-14

Sponsored

UNILEVER PLC UNILEVER PLC9.0K shares-14.22%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC1.3K shares-8.38%2026-03-312026-05-14

ASML ASML HLDG NV322 shares-0.62%2026-03-312026-05-14

BIL SPDR SERIES TRUST5.4K shares-4.69%2026-03-312026-05-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.9K shares-4.37%2026-03-312026-05-14

TMUS T-MOBILE US INC2.6K shares2.04%2026-03-312026-05-14

FDX FEDEX CORP1.3K sharesnew addition2026-03-312026-05-14

ADI ANALOG DEVICES INC1.1K shares-46.90%2026-03-312026-05-14

Sponsored

RSG REPUBLIC SVCS INC2.4K shares-0.37%2026-03-312026-05-14

ARKK ARK ETF TR5.9K shares-3.73%2026-03-312026-05-14

NXPI NXP SEMICONDUCTORS N V1.5K shares-8.79%2026-03-312026-05-14

GILD GILEAD SCIENCES INC3.5K shares-11.05%2026-03-312026-05-14

IJH ISHARES TR6.2K shares3.46%2026-03-312026-05-14

IEMG ISHARES INC5.5K shares-10.07%2026-03-312026-05-14

CRM SALESFORCE INC2.5K shares4.00%2026-03-312026-05-14

XLY SELECT SECTOR SPDR TR3.8K shares5.85%2026-03-312026-05-14

Sponsored

TFC TRUIST FINL CORP9.3K shares-5.85%2026-03-312026-05-14

IYT ISHARES TR5.4K sharesnew addition2026-03-312026-05-14

WELL WELLTOWER INC2.0K shares-0.30%2026-03-312026-05-14

MKSI MKS INC.1.3K shares-15.28%2026-03-312026-05-14

RY ROYAL BK CDA2.4K shares-0.50%2026-03-312026-05-14

IFF INTERNATIONAL FLAVORS&FRAGRA5.4K shares10.53%2026-03-312026-05-14

EWBC EAST WEST BANCORP INC3.5K shares-4.08%2026-03-312026-05-14

DKS DICKS SPORTING GOODS INC1.9K shares12.14%2026-03-312026-05-14

Sponsored

KMI KINDER MORGAN INC DEL12.8K shares-14.64%2026-03-312026-05-14

XLP SELECT SECTOR SPDR TR4.9K shares-53.38%2026-03-312026-05-14

DE DEERE & CO696 shares40.61%2026-03-312026-05-14

MDLZ MONDELEZ INTL INC6.6K shares5.70%2026-03-312026-05-14

IBB ISHARES TR2.4K shares-0.79%2026-03-312026-05-14

MA MASTERCARD INCORPORATED817 shares-18.22%2026-03-312026-05-14

LLY ELI LILLY & CO418 shares32.28%2026-03-312026-05-14

FANG DIAMONDBACK ENERGY INC2.1K shares-6.62%2026-03-312026-05-14

Sponsored

AMKR AMKOR TECHNOLOGY INC5.2K shares-3.45%2026-03-312026-05-14

HPE HEWLETT PACKARD ENTERPRISE C12.8K shares-23.24%2026-03-312026-05-14

XLU SELECT SECTOR SPDR TR8.7K shares-5.16%2026-03-312026-05-14

EEMA ISHARES INC3.3K shares-66.82%2026-03-312026-05-14

IDA IDACORP INC2.6K shares-17.23%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC478 shares-30.82%2026-03-312026-05-14

PGR PROGRESSIVE CORP1.9K shares0.05%2026-03-312026-05-14

KLAC KLA CORP203 shares-4.25%2026-03-312026-05-14

Sponsored

SHEL SHELL PLC4.3K shares24.46%2026-03-312026-05-14

RJF RAYMOND JAMES FINL INC2.4K shares0.33%2026-03-312026-05-14

VPL VANGUARD INTL EQUITY INDEX F3.2K shares-69.03%2026-03-312026-05-14

PAYX PAYCHEX INC3.9K sharesnew addition2026-03-312026-05-14

RELX RELX PLC10.8K sharesnew addition2026-03-312026-05-14

VTI VANGUARD INDEX FDS971 sharesnew addition2026-03-312026-05-14

OKE ONEOK INC NEW4.0K sharesnew addition2026-03-312026-05-14

QSR RESTAURANT BRANDS INTL INC4.4K shares3.53%2026-03-312026-05-14

Sponsored

PSA PUBLIC STORAGE OPER CO1.1K sharesnew addition2026-03-312026-05-14

QCOM QUALCOMM INC1.4K sharesnew addition2026-03-312026-05-14

EMR EMERSON ELEC CO2.4K shares20.71%2026-03-312026-05-14

CARILLON SER TR CARILLON SER TR11.6K shares0.00%2026-03-312026-05-14

DRI DARDEN RESTAURANTS INC1.7K shares58.39%2026-03-312026-05-14

SNY SANOFI SA7.8K sharesnew addition2026-03-312026-05-14

EPD ENTERPRISE PRODS PARTNERS L8.7K shares1.76%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T444 shares-91.14%2026-03-312026-05-14

Sponsored

CSCO CISCO SYS INC3.3K shares-3.57%2026-03-312026-05-14

AXS AXIS CAP HLDGS LTD3.3K shares-11.43%2026-03-312026-05-14

ORACLE CORP ORACLE CORP5.7K sharesnew addition2026-03-312026-05-14

MS MORGAN STANLEY1.7K shares-13.62%2026-03-312026-05-14

ROK ROCKWELL AUTOMATION INC707 shares-3.15%2026-03-312026-05-14

USMV ISHARES TR3.4K shares-5.62%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS2.1K shares-2.56%2026-03-312026-05-14

ENB ENBRIDGE INC5.8K shares-6.43%2026-03-312026-05-14

Sponsored

WMG WARNER MUSIC GROUP CORP9.6K sharesnew addition2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL656 shares-2.81%2026-03-312026-05-14

RPM RPM INTL INC3.1K shares11.01%2026-03-312026-05-14

AEM AGNICO EAGLE MINES LTD1.6K shares-0.82%2026-03-312026-05-14

TRNO TERRENO RLTY CORP4.6K shares12.71%2026-03-312026-05-14

KR KROGER CO4.7K shares-12.83%2026-03-312026-05-14

ALL ALLSTATE CORP1.4K shares-7.11%2026-03-312026-05-14

NVT NVENT ELEC PLC1.7K shares-26.09%2026-03-312026-05-14

Sponsored

AMCOR PLC AMCOR PLC7.5K sharesnew addition2026-03-312026-05-14

FIX COMFORT SYS USA INC148 sharesnew addition2026-03-312026-05-14

CEG CONSTELLATION ENERGY CORP1.0K sharesnew addition2026-03-312026-05-14

PFE PFIZER INC11.6K sharesnew addition2026-03-312026-05-14

SNA SNAP ON INC807 shares-4.72%2026-03-312026-05-14

USB US BANCORP5.4K shares-2.01%2026-03-312026-05-14

MGRC MCGRATH RENTCORP2.6K sharesnew addition2026-03-312026-05-14

ATO ATMOS ENERGY CORP1.6K sharesnew addition2026-03-312026-05-14

Sponsored

WM WASTE MGMT INC DEL1.3K shares0.00%2026-03-312026-05-14

SPGI S&P GLOBAL INC678 shares-7.76%2026-03-312026-05-14

MPC MARATHON PETE CORP1.1K shares-33.29%2026-03-312026-05-14

NWE NORTHWESTERN ENERGY GROUP IN4.0K shares0.73%2026-03-312026-05-14

EXPD EXPEDITORS INTL WASH INC1.8K shares-14.31%2026-03-312026-05-14

BDX BECTON DICKINSON & CO1.9K shares40.93%2026-03-312026-05-14

COP CONOCOPHILLIPS2.4K shares3.07%2026-03-312026-05-14

PLD PROLOGIS INC.1.9K shares-12.33%2026-03-312026-05-14

Sponsored

FE FIRSTENERGY CORP6.0K shares40.57%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP895 shares-55.43%2026-03-312026-05-14

EGP EASTGROUP PPTYS INC1.3K shares0.31%2026-03-312026-05-14

PH PARKER-HANNIFIN CORP290 sharesnew addition2026-03-312026-05-14

CMS CMS ENERGY CORP3.5K sharesnew addition2026-03-312026-05-14

BARRICK MNG CORP BARRICK MNG CORP5.3K sharesnew addition2026-03-312026-05-14

PKG PACKAGING CORP AMER1.1K shares-1.06%2026-03-312026-05-14

IQV IQVIA HLDGS INC1.4K shares-10.18%2026-03-312026-05-14

Sponsored

LFUS LITTELFUSE INC528 sharesnew addition2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN1.2K shares-14.23%2026-03-312026-05-14

O REALTY INCOME CORP3.9K shares-28.16%2026-03-312026-05-14

MAA MID-AMER APT CMNTYS INC1.9K shares-2.86%2026-03-312026-05-14

ET ENERGY TRANSFER L P12.3K sharesnew addition2026-03-312026-05-14

FHN FIRST HORIZON CORPORATION9.9K sharesnew addition2026-03-312026-05-14

AMAT APPLIED MATLS INC539 sharesnew addition2026-03-312026-05-14

EOG EOG RES INC1.8K sharesnew addition2026-03-312026-05-14

Sponsored

WTFC WINTRUST FINL CORP1.5K shares-1.47%2026-03-312026-05-14

JKHY HENRY JACK & ASSOC INC1.6K shares1.20%2026-03-312026-05-14

PCAR PACCAR INC2.0K sharesnew addition2026-03-312026-05-14

HPE-PC HEWLETT PACKARD ENTERPRISE C2.8K sharesnew addition2026-03-312026-05-14

DGX QUEST DIAGNOSTICS INC1.2K shares3.03%2026-03-312026-05-14

CNP CENTERPOINT ENERGY INC5.3K shares-37.76%2026-03-312026-05-14

RMD RESMED INC1.1K shares2.45%2026-03-312026-05-14

IEF ISHARES TR2.4K shares7.26%2026-03-312026-05-14

Sponsored

VRSK VERISK ANALYTICS INC1.3K sharesnew addition2026-03-312026-05-14

ROP ROPER TECHNOLOGIES INC673 sharesnew addition2026-03-312026-05-14

CDNS CADENCE DESIGN SYSTEM INC604 shares-5.48%2026-03-312026-05-14

NSC NORFOLK SOUTHN CORP702 sharesnew addition2026-03-312026-05-14

NATIONAL GRID PLC NATIONAL GRID PLC2.5K shares-34.36%2026-03-312026-05-14

SNPS SYNOPSYS INC416 sharesnew addition2026-03-312026-05-14

PAYC PAYCOM SOFTWARE INC1.5K sharesnew addition2026-03-312026-05-14

SNN SMITH & NEPHEW PLC7.3K sharesnew addition2026-03-312026-05-14

Sponsored

CFR CULLEN FROST BANKERS INC1.6K shares-1.07%2026-03-312026-05-14

BRO BROWN & BROWN INC3.8K shares14.75%2026-03-312026-05-14

ATR APTARGROUP INC1.8K sharesnew addition2026-03-312026-05-14

EW EDWARDS LIFESCIENCES CORP2.7K sharesnew addition2026-03-312026-05-14

TRP TC ENERGY CORP3.2K shares-44.47%2026-03-312026-05-14

CALM CAL MAINE FOODS INC2.7K sharesnew addition2026-03-312026-05-14

SRE SEMPRA2.2K sharesnew addition2026-03-312026-05-14

HUBBELL INC HUBBELL INC412 shares-0.72%2026-03-312026-05-14

Sponsored

NVO NOVO-NORDISK A S4.3K sharesnew addition2026-03-312026-05-14

DOLE DOLE PLC13.0K shares22.98%2026-03-312026-05-14

VANGUARD INDEX FDS

-2.13%

Shares9.4K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

15.11%

Shares8.6K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

13.75%

Shares6.8K

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

10.32%

Shares13.7K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-2.69%

Shares7.2K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

-19.84%

Shares17.0K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

6.67%

Shares6.3K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-23.40%

Shares4.5K

Event2026-03-31

Filed2026-05-14

WMB

WILLIAMS COS INC

-6.87%

Shares23.2K

Event2026-03-31

Filed2026-05-14

VEU

VANGUARD INTL EQUITY INDEX F

-4.67%

Shares20.7K

Event2026-03-31

Filed2026-05-14

XLF

SELECT SECTOR SPDR TR

4.18%

Shares32.8K

Event2026-03-31

Filed2026-05-14

TJX

TJX COS INC NEW

0.04%

Shares11.2K

Event2026-03-31

Filed2026-05-14

IEUR

ISHARES TR

375.95%

Shares22.0K

Event2026-03-31

Filed2026-05-14

SGOV

ISHARES TR

New

Shares15.3K

Event2026-03-31

Filed2026-05-14

TXN

TEXAS INSTRS INC

49.02%

Shares4.9K

Event2026-03-31

Filed2026-05-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-05-14

DUKE ENERGY CORP NEW

0.51%

Shares11.2K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

16.15%

Shares7.6K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

5.73%

Shares6.7K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

-0.46%

Shares13.5K

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

57.20%

Shares7.0K

Event2026-03-31

Filed2026-05-14

PNC

PNC FINL SVCS GROUP INC

5.49%

Shares5.9K

Event2026-03-31

Filed2026-05-14

XLC

SELECT SECTOR SPDR TR

0.99%

Shares11.0K

Event2026-03-31

Filed2026-05-14

AMD

ADVANCED MICRO DEVICES INC

-7.95%

Shares2.7K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

6.76%

Shares4.5K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

-11.96%

Shares8.1K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC

3.58%

Shares1.3K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

10.50%

Shares15.2K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

-6.89%

Shares3.8K

Event2026-03-31

Filed2026-05-14

VISA INC

-19.07%

Shares3.6K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

-24.14%

Shares6.5K

Event2026-03-31

Filed2026-05-14

TOTALENERGIES SE

-2.68%

Shares12.5K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

-11.03%

Shares5.0K

Event2026-03-31

Filed2026-05-14

CME

CME GROUP INC

5.09%

Shares3.8K

Event2026-03-31

Filed2026-05-14

ASTRAZENECA PLC

New

Shares5.6K

Event2026-03-31

Filed2026-05-14

XLV

SELECT SECTOR SPDR TR

-3.34%

Shares6.9K

Event2026-03-31

Filed2026-05-14

AMGN

AMGEN INC

-6.10%

Shares2.9K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

-6.17%

Shares6.8K

Event2026-03-31

Filed2026-05-14

WFC

WELLS FARGO & CO

21.22%

Shares12.7K

Event2026-03-31

Filed2026-05-14

APD

AIR PRODUCTS AND CHEMICALS I

109.83%

Shares3.0K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

28.84%

Shares6.3K

Event2026-03-31

Filed2026-05-14

MEDTRONIC PLC

8.16%

Shares12.0K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

-0.10%

Shares1.9K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-5.76%

Shares3.1K

Event2026-03-31

Filed2026-05-14

SBUX

STARBUCKS CORP

15.69%

Shares7.7K

Event2026-03-31

Filed2026-05-14