Sponsored

The Analysis of PRECEDENT WEALTH PARTNERS, LLC's Holdings & P&L

Currently, PRECEDENT WEALTH PARTNERS, LLC holds 166 types of securities in its portfolio with a total value $499.6M. In the most recent quarter, they have increased their positions in DECM (+243.8K shares, valued at $8.0M), BUFH (+322.0K shares, valued at $6.7M), VEA (+51.3K shares, valued at $3.3M); decreased their positions in JANM (-74.1K shares, valued at $2.4M), DJAN (-56.1K shares, valued at $2.4M), DFEB (-49.3K shares, valued at $2.3M); initiated new positions in IGV (+27.6K shares, valued at $2.2M), RDVY (+15.7K shares, valued at $1.1M), SHOP (+5.1K shares, valued at $600.1K).

1M P&L

+10.2M+2.17%

3M P&L

+4.9M+1.04%

HY P&L

+30.5M+6.80%

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/A339.7M

75.6%

2Oil & Gas Integrated9.1M

2.0%

3Drug Manufacturers - General9.0M

2.0%

Top Industries by Stock Count

1N/A82 stocks

53.9%

2Drug Manufacturers - General4 stocks

2.6%

3Discount Stores4 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS507.0K shares11.25%2026-03-312026-04-14

VTI VANGUARD INDEX FDS81.2K shares-0.00%2026-03-312026-04-14

DECM FIRST TR EXCHNG TRADED FD VI541.6K shares81.89%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS22.0K shares5.80%2026-03-312026-04-14

IVV ISHARES TR20.0K shares7.21%2026-03-312026-04-14

DON WISDOMTREE TR231.2K shares-8.01%2026-03-312026-04-14

EFA ISHARES TR122.8K shares1.66%2026-03-312026-04-14

SDVY FIRST TR EXCHANGE-TRADED FD293.3K shares13.85%2026-03-312026-04-14

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T108.6K shares13.94%2026-03-312026-04-14

DXJ WISDOMTREE TR70.3K shares22.98%2026-03-312026-04-14

AIRR FIRST TR EXCHANGE-TRADED FD99.1K shares18.92%2026-03-312026-04-14

XLG INVESCO EXCHANGE TRADED FD T175.1K shares-12.92%2026-03-312026-04-14

SDY SPDR SER TR63.6K shares-11.36%2026-03-312026-04-14

IJH ISHARES TR126.4K shares0.78%2026-03-312026-04-14

VYMI VANGUARD WHITEHALL FDS89.6K shares19.82%2026-03-312026-04-14

BUFH FIRST TR EXCHNG TRADED FD VI335.5K shares2390.92%2026-03-312026-04-14

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP31.7K shares-1.23%2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T31.7K shares2.35%2026-03-312026-04-14

AAPL APPLE INC23.8K shares1.33%2026-03-312026-04-14

DHS WISDOMTREE TR54.8K shares-7.17%2026-03-312026-04-14

XOM EXXON MOBIL CORP34.9K shares-2.65%2026-03-312026-04-14

BROADCOM INC BROADCOM INC19.1K shares0.51%2026-03-312026-04-14

MUB ISHARES TR54.3K shares10.91%2026-03-312026-04-14

VONE VANGUARD SCOTTSDALE FDS18.1K shares18.40%2026-03-312026-04-14

Sponsored

DJAN FIRST TR EXCHNG TRADED FD VI124.4K shares-31.08%2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T100.1K shares9.88%2026-03-312026-04-14

BSMV INVESCO EXCH TRD SLF IDX FD202.0K shares6.36%2026-03-312026-04-14

BSMR INVESCO EXCH TRD SLF IDX FD171.9K shares8.88%2026-03-312026-04-14

BSMU INVESCO EXCH TRD SLF IDX FD186.3K shares6.14%2026-03-312026-04-14

BSMW INVESCO EXCH TRD SLF IDX FD161.4K shares7.77%2026-03-312026-04-14

BSMS INVESCO EXCH TRD SLF IDX FD168.0K shares6.30%2026-03-312026-04-14

MSFT MICROSOFT CORP10.6K shares2.05%2026-03-312026-04-14

Sponsored

BSMT INVESCO EXCH TRD SLF IDX FD166.3K shares8.38%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO12.9K shares1.56%2026-03-312026-04-14

BUFD FIRST TR EXCHNG TRADED FD VI133.7K shares37.61%2026-03-312026-04-14

BSSX INVESCO EXCH TRD SLF IDX FD144.7K shares7.18%2026-03-312026-04-14

MDY SPDR S&P MIDCAP 400 ETF TR5.9K shares-0.10%2026-03-312026-04-14

IBDW ISHARES TR170.4K shares4.13%2026-03-312026-04-14

IBDV ISHARES TR162.3K shares4.18%2026-03-312026-04-14

IBDU ISHARES TR152.3K shares4.13%2026-03-312026-04-14

Sponsored

IBDT ISHARES TR139.8K shares4.20%2026-03-312026-04-14

IBDS ISHARES TR145.6K shares4.18%2026-03-312026-04-14

IBDX ISHARES TR137.6K shares2.56%2026-03-312026-04-14

IBDR ISHARES TR142.7K shares3.00%2026-03-312026-04-14

IWB ISHARES TR9.6K shares-3.34%2026-03-312026-04-14

WSM WILLIAMS SONOMA INC18.3K shares2.75%2026-03-312026-04-14

IBDY ISHARES TR128.5K shares5.35%2026-03-312026-04-14

SPAB SPDR SER TR126.2K shares9.71%2026-03-312026-04-14

Sponsored

CVX CHEVRON CORP NEW15.5K shares-19.49%2026-03-312026-04-14

DNOV FIRST TR EXCHNG TRADED FD VI66.7K shares1.58%2026-03-312026-04-14

CAT CATERPILLAR INC4.5K shares0.88%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON12.8K shares5.15%2026-03-312026-04-14

BSMQ INVESCO EXCH TRD SLF IDX FD125.3K shares2.39%2026-03-312026-04-14

KMI KINDER MORGAN INC DEL86.5K shares2.92%2026-03-312026-04-14

AMGN AMGEN INC8.1K shares2.59%2026-03-312026-04-14

IWD ISHARES TR13.2K shares0.22%2026-03-312026-04-14

Sponsored

MERCK & CO INC MERCK & CO INC22.8K shares3.53%2026-03-312026-04-14

VYM VANGUARD WHITEHALL FDS18.4K shares1.76%2026-03-312026-04-14

ABBV ABBVIE INC12.3K shares0.66%2026-03-312026-04-14

MCD MCDONALDS CORP8.4K shares4.88%2026-03-312026-04-14

LMT LOCKHEED MARTIN CORP4.3K shares2.41%2026-03-312026-04-14

BAC BANK AMERICA CORP51.3K shares2.31%2026-03-312026-04-14

FIS FIDELITY NATL INFORMATION SV51.9K shares1507.47%2026-03-312026-04-14

MO ALTRIA GROUP INC36.3K shares5.51%2026-03-312026-04-14

Sponsored

RSPD INVESCO EXCHANGE TRADED FD T44.6K shares50.01%2026-03-312026-04-14

KR KROGER CO32.7K shares4.87%2026-03-312026-04-14

VTEB VANGUARD MUN BD FDS46.5K shares4.88%2026-03-312026-04-14

FDVV FIDELITY COVINGTON TRUST41.8K shares40.68%2026-03-312026-04-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW16.9K shares4.99%2026-03-312026-04-14

IGV ISHARES TR27.6K sharesnew addition2026-03-312026-04-14

BLACKROCK INC BLACKROCK INC2.3K shares3.34%2026-03-312026-04-14

VZ VERIZON COMMUNICATIONS INC42.7K shares37.50%2026-03-312026-04-14

Sponsored

TGT TARGET CORP17.1K shares23.24%2026-03-312026-04-14

FDX FEDEX CORP5.8K shares5.12%2026-03-312026-04-14

HSY HERSHEY CO9.7K shares5.44%2026-03-312026-04-14

MET METLIFE INC28.0K shares6.01%2026-03-312026-04-14

DG DOLLAR GEN CORP NEW16.5K shares4.34%2026-03-312026-04-14

PNC PNC FINL SVCS GROUP INC9.3K shares3.70%2026-03-312026-04-14

APD AIR PRODS & CHEMS INC6.6K shares24.83%2026-03-312026-04-14

DFEB FIRST TR EXCHNG TRADED FD VI40.2K shares-55.10%2026-03-312026-04-14

Sponsored

HD HOME DEPOT INC5.7K shares9.11%2026-03-312026-04-14

QCOM QUALCOMM INC14.5K shares5.38%2026-03-312026-04-14

ITW ILLINOIS TOOL WKS INC7.1K shares7.29%2026-03-312026-04-14

AOS SMITH A O CORP27.7K shares4.40%2026-03-312026-04-14

KO COCA COLA CO23.5K shares9.05%2026-03-312026-04-14

NVDA NVIDIA CORPORATION10.2K shares-3.05%2026-03-312026-04-14

BUFR FIRST TR EXCHNG TRADED FD VI51.5K shares4.13%2026-03-312026-04-14

KNG FIRST TR EXCHANGE-TRADED FD33.9K shares25.19%2026-03-312026-04-14

Sponsored

CMCSA COMCAST CORP NEW57.0K shares39.38%2026-03-312026-04-14

DDEC FIRST TR EXCHNG TRADED FD VI36.9K shares277.94%2026-03-312026-04-14

ADP AUTOMATIC DATA PROCESSING IN8.0K shares7.66%2026-03-312026-04-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND8.2K shares20.63%2026-03-312026-04-14

DVY ISHARES TR10.3K shares-8.86%2026-03-312026-04-14

ONEY SPDR SER TR12.8K shares-0.49%2026-03-312026-04-14

SCHD SCHWAB STRATEGIC TR49.0K shares-1.78%2026-03-312026-04-14

WEC ENERGY GROUP INC WEC ENERGY GROUP INC13.0K shares11.62%2026-03-312026-04-14

Sponsored

OC OWENS CORNING NEW13.8K shares30.19%2026-03-312026-04-14

ZTS ZOETIS INC12.3K shares26.09%2026-03-312026-04-14

NKE NIKE INC26.4K shares31.53%2026-03-312026-04-14

SPY SPDR S&P 500 ETF TR2.0K shares-0.49%2026-03-312026-04-14

ALPHABET INC ALPHABET INC4.5K shares-1.40%2026-03-312026-04-14

AMZN AMAZON COM INC6.1K shares-1.62%2026-03-312026-04-14

INTU INTUIT2.9K shares21.43%2026-03-312026-04-14

EOG EOG RES INC8.5K shares26.34%2026-03-312026-04-14

Sponsored

UNH UNITEDHEALTH GROUP INC4.5K shares21.32%2026-03-312026-04-14

COP CONOCOPHILLIPS8.5K shares-6.70%2026-03-312026-04-14

RDVY FIRST TR EXCHANGE TRADED FD15.7K sharesnew addition2026-03-312026-04-14

VXF VANGUARD INDEX FDS5.2K shares-0.21%2026-03-312026-04-14

CMI CUMMINS INC1.9K shares2.02%2026-03-312026-04-14

WMT WALMART INC8.1K shares-3.04%2026-03-312026-04-14

ALPHABET INC ALPHABET INC3.0K shares-0.13%2026-03-312026-04-14

DGRS WISDOMTREE TR16.2K shares1.25%2026-03-312026-04-14

Sponsored

IDV ISHARES TR18.8K shares-13.93%2026-03-312026-04-14

VTV VANGUARD INDEX FDS3.8K shares-69.60%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR1.3K shares0.00%2026-03-312026-04-14

META META PLATFORMS INC1.3K shares-8.72%2026-03-312026-04-14

DSEP FIRST TR EXCHNG TRADED FD VI14.8K shares-10.60%2026-03-312026-04-14

TCHP T ROWE PRICE ETF INC14.4K shares242.06%2026-03-312026-04-14

AXP AMERICAN EXPRESS CO2.0K shares0.00%2026-03-312026-04-14

CSCO CISCO SYS INC7.8K shares0.97%2026-03-312026-04-14

Sponsored

SHOP SHOPIFY INC5.1K sharesnew addition2026-03-312026-04-14

STEL STELLAR BANCORP INC15.3K shares0.00%2026-03-312026-04-14

WMB WILLIAMS COS INC7.3K shares-7.46%2026-03-312026-04-14

VBR VANGUARD INDEX FDS2.4K shares-2.34%2026-03-312026-04-14

PLTR PALANTIR TECHNOLOGIES INC3.6K shares-4.52%2026-03-312026-04-14

VONG VANGUARD SCOTTSDALE FDS4.7K shares-9.17%2026-03-312026-04-14

BSMY INVESCO EXCH TRD SLF IDX FD20.6K shares0.00%2026-03-312026-04-14

VLO VALERO ENERGY CORP2.0K shares-19.16%2026-03-312026-04-14

Sponsored

VTHR VANGUARD SCOTTSDALE FDS1.6K shares-9.95%2026-03-312026-04-14

V VISA INC1.5K shares-4.98%2026-03-312026-04-14

PEP PEPSICO INC3.0K shares0.91%2026-03-312026-04-14

COST COSTCO WHSL CORP NEW453 shares-1.31%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL926 shares-0.54%2026-03-312026-04-14

AFL AFLAC INC3.9K sharesnew addition2026-03-312026-04-14

ECG EVERUS CONSTR GROUP3.5K shares0.00%2026-03-312026-04-14

AMAT APPLIED MATLS INC1.2K shares7.63%2026-03-312026-04-14

Sponsored

EES WISDOMTREE TR6.7K shares5.16%2026-03-312026-04-14

AMD ADVANCED MICRO DEVICES INC1.8K shares-0.38%2026-03-312026-04-14

SCHB SCHWAB STRATEGIC TR14.5K shares0.00%2026-03-312026-04-14

T AT&T INC12.6K sharesnew addition2026-03-312026-04-14

ABT ABBOTT LABS3.5K shares7.65%2026-03-312026-04-14

MAYM FIRST TR EXCHNG TRADED FD VI10.9K shares-7.66%2026-03-312026-04-14

PEY INVESCO EXCHANGE TRADED FD T15.2K shares-30.19%2026-03-312026-04-14

SPMD SPDR SER TR5.5K shares-2.54%2026-03-312026-04-14

Sponsored

SPSM SPDR SER TR6.7K shares-17.81%2026-03-312026-04-14

IWF ISHARES TR699 shares-0.29%2026-03-312026-04-14

LLY ELI LILLY & CO321 shares-3.89%2026-03-312026-04-14

JPEM J P MORGAN EXCHANGE TRADED F4.7K shares-14.22%2026-03-312026-04-14

MDU MDU RES GROUP INC14.2K shares0.00%2026-03-312026-04-14

KNF KNIFE RIVER CORP3.5K shares0.00%2026-03-312026-04-14

VUG VANGUARD INDEX FDS656 shares-11.83%2026-03-312026-04-14

MS MORGAN STANLEY1.7K shares0.00%2026-03-312026-04-14

Sponsored

JANM FIRST TR EXCHNG TRADED FD VI8.5K shares-89.73%2026-03-312026-04-14

SYK STRYKER CORPORATION793 shares0.00%2026-03-312026-04-14

NFLX NETFLIX INC2.7K shares-9.08%2026-03-312026-04-14

VST VISTRA CORP1.6K shares-11.52%2026-03-312026-04-14

VIG VANGUARD SPECIALIZED FUNDS1.1K shares0.00%2026-03-312026-04-14

XLK SELECT SECTOR SPDR TR1.8K shares-4.27%2026-03-312026-04-14

MA MASTERCARD INCORPORATED482 shares0.21%2026-03-312026-04-14

GLD SPDR GOLD TR551 shares-0.90%2026-03-312026-04-14

Sponsored

PG PROCTER AND GAMBLE CO1.6K shares0.00%2026-03-312026-04-14

IQLT ISHARES TR4.9K sharesnew addition2026-03-312026-04-14

ORCL ORACLE CORP1.5K shares2.28%2026-03-312026-04-14

VXUS VANGUARD STAR FDS2.8K shares-0.75%2026-03-312026-04-14

VCSH VANGUARD SCOTTSDALE FDS2.6K sharesnew addition2026-03-312026-04-14

NZF NUVEEN MUNICIPAL CREDIT INC11.0K shares0.00%2026-03-312026-04-14

VEA

VANGUARD TAX-MANAGED FDS

11.25%

Shares507.0K

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

-0.00%

Shares81.2K

Event2026-03-31

Filed2026-04-14

DECM

FIRST TR EXCHNG TRADED FD VI

81.89%

Shares541.6K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

5.80%

Shares22.0K

Event2026-03-31

Filed2026-04-14

IVV

ISHARES TR

7.21%

Shares20.0K

Event2026-03-31

Filed2026-04-14

DON

WISDOMTREE TR

-8.01%

Shares231.2K

Event2026-03-31

Filed2026-04-14

EFA

ISHARES TR

1.66%

Shares122.8K

Event2026-03-31

Filed2026-04-14

SDVY

FIRST TR EXCHANGE-TRADED FD

13.85%

Shares293.3K

Event2026-03-31

Filed2026-04-14

XMHQ

INVESCO EXCHANGE TRADED FD T

13.94%

Shares108.6K

Event2026-03-31

Filed2026-04-14

DXJ

WISDOMTREE TR

22.98%

Shares70.3K

Event2026-03-31

Filed2026-04-14

AIRR

FIRST TR EXCHANGE-TRADED FD

18.92%

Shares99.1K

Event2026-03-31

Filed2026-04-14

XLG

INVESCO EXCHANGE TRADED FD T

-12.92%

Shares175.1K

Event2026-03-31

Filed2026-04-14

SDY

SPDR SER TR

-11.36%

Shares63.6K

Event2026-03-31

Filed2026-04-14

IJH

ISHARES TR

0.78%

Shares126.4K

Event2026-03-31

Filed2026-04-14

VYMI

VANGUARD WHITEHALL FDS

19.82%

Shares89.6K

Event2026-03-31

Filed2026-04-14

BUFH

FIRST TR EXCHNG TRADED FD VI

2390.92%

Shares335.5K

Event2026-03-31

Filed2026-04-14

LAM RESEARCH CORP

-1.23%

Shares31.7K

Event2026-03-31

Filed2026-04-14

INVESCO EXCHANGE TRADED FD T

2.35%

Shares31.7K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

1.33%

Shares23.8K

Event2026-03-31

Filed2026-04-14

DHS

WISDOMTREE TR

-7.17%

Shares54.8K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

-2.65%

Shares34.9K

Event2026-03-31

Filed2026-04-14

BROADCOM INC

0.51%

Shares19.1K

Event2026-03-31

Filed2026-04-14

MUB

ISHARES TR

10.91%

Shares54.3K

Event2026-03-31

Filed2026-04-14

VONE

VANGUARD SCOTTSDALE FDS

18.40%

Shares18.1K

Event2026-03-31

Filed2026-04-14

DJAN

FIRST TR EXCHNG TRADED FD VI

-31.08%

Shares124.4K

Event2026-03-31

Filed2026-04-14

INVESCO EXCHANGE TRADED FD T

9.88%

Shares100.1K

Event2026-03-31

Filed2026-04-14

BSMV

INVESCO EXCH TRD SLF IDX FD

6.36%

Shares202.0K

Event2026-03-31

Filed2026-04-14

BSMR

INVESCO EXCH TRD SLF IDX FD

8.88%

Shares171.9K

Event2026-03-31

Filed2026-04-14

BSMU

INVESCO EXCH TRD SLF IDX FD

6.14%

Shares186.3K

Event2026-03-31

Filed2026-04-14

BSMW

INVESCO EXCH TRD SLF IDX FD

7.77%

Shares161.4K

Event2026-03-31

Filed2026-04-14

BSMS

INVESCO EXCH TRD SLF IDX FD

6.30%

Shares168.0K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

2.05%

Shares10.6K

Event2026-03-31

Filed2026-04-14

BSMT

INVESCO EXCH TRD SLF IDX FD

8.38%

Shares166.3K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

1.56%

Shares12.9K

Event2026-03-31

Filed2026-04-14

BUFD

FIRST TR EXCHNG TRADED FD VI

37.61%

Shares133.7K

Event2026-03-31

Filed2026-04-14

BSSX

INVESCO EXCH TRD SLF IDX FD

7.18%

Shares144.7K

Event2026-03-31

Filed2026-04-14

MDY

SPDR S&P MIDCAP 400 ETF TR

-0.10%

Shares5.9K

Event2026-03-31

Filed2026-04-14

IBDW

ISHARES TR

4.13%

Shares170.4K

Event2026-03-31

Filed2026-04-14

IBDV

ISHARES TR

4.18%

Shares162.3K

Event2026-03-31

Filed2026-04-14

IBDU

ISHARES TR

4.13%

Shares152.3K

Event2026-03-31

Filed2026-04-14

IBDT

ISHARES TR

4.20%

Shares139.8K

Event2026-03-31

Filed2026-04-14

IBDS

ISHARES TR

4.18%

Shares145.6K

Event2026-03-31

Filed2026-04-14

IBDX

ISHARES TR

2.56%

Shares137.6K

Event2026-03-31

Filed2026-04-14

IBDR

ISHARES TR

3.00%

Shares142.7K

Event2026-03-31

Filed2026-04-14

IWB

ISHARES TR

-3.34%

Shares9.6K

Event2026-03-31

Filed2026-04-14

WSM

WILLIAMS SONOMA INC

2.75%

Shares18.3K

Event2026-03-31

Filed2026-04-14

IBDY

ISHARES TR

5.35%

Shares128.5K

Event2026-03-31

Filed2026-04-14

SPAB

SPDR SER TR

9.71%

Shares126.2K

Event2026-03-31

Filed2026-04-14

CVX

CHEVRON CORP NEW

-19.49%

Shares15.5K

Event2026-03-31

Filed2026-04-14

DNOV

FIRST TR EXCHNG TRADED FD VI

1.58%

Shares66.7K

Event2026-03-31

Filed2026-04-14

CAT

CATERPILLAR INC

0.88%

Shares4.5K

Event2026-03-31

Filed2026-04-14

JNJ

JOHNSON & JOHNSON

5.15%

Shares12.8K

Event2026-03-31

Filed2026-04-14

BSMQ

INVESCO EXCH TRD SLF IDX FD

2.39%

Shares125.3K

Event2026-03-31

Filed2026-04-14

KMI

KINDER MORGAN INC DEL

2.92%

Shares86.5K

Event2026-03-31

Filed2026-04-14

AMGN

AMGEN INC

2.59%

Shares8.1K

Event2026-03-31

Filed2026-04-14

IWD

ISHARES TR

0.22%

Shares13.2K

Event2026-03-31

Filed2026-04-14

MERCK & CO INC

3.53%

Shares22.8K

Event2026-03-31

Filed2026-04-14

VYM

VANGUARD WHITEHALL FDS

1.76%

Shares18.4K

Event2026-03-31

Filed2026-04-14

ABBV

ABBVIE INC

0.66%

Shares12.3K

Event2026-03-31

Filed2026-04-14

MCD

MCDONALDS CORP

4.88%

Shares8.4K

Event2026-03-31

Filed2026-04-14

LMT

LOCKHEED MARTIN CORP

2.41%

Shares4.3K

Event2026-03-31

Filed2026-04-14

BAC

BANK AMERICA CORP

2.31%

Shares51.3K

Event2026-03-31

Filed2026-04-14

FIS

FIDELITY NATL INFORMATION SV

1507.47%

Shares51.9K

Event2026-03-31

Filed2026-04-14

ALTRIA GROUP INC

5.51%

Shares36.3K

Event2026-03-31

Filed2026-04-14

RSPD

INVESCO EXCHANGE TRADED FD T

50.01%

Shares44.6K

Event2026-03-31

Filed2026-04-14

KROGER CO

4.87%

Shares32.7K

Event2026-03-31

Filed2026-04-14

VTEB

VANGUARD MUN BD FDS

4.88%

Shares46.5K

Event2026-03-31

Filed2026-04-14

FDVV

FIDELITY COVINGTON TRUST

40.68%

Shares41.8K

Event2026-03-31

Filed2026-04-14

DUKE ENERGY CORP NEW

4.99%

Shares16.9K

Event2026-03-31

Filed2026-04-14

IGV

ISHARES TR

New

Shares27.6K

Event2026-03-31

Filed2026-04-14

BLACKROCK INC

3.34%

Shares2.3K

Event2026-03-31

Filed2026-04-14

VERIZON COMMUNICATIONS INC

37.50%

Shares42.7K

Event2026-03-31

Filed2026-04-14

TGT

TARGET CORP

23.24%

Shares17.1K

Event2026-03-31

Filed2026-04-14

FDX

FEDEX CORP

5.12%

Shares5.8K

Event2026-03-31

Filed2026-04-14

HSY

HERSHEY CO

5.44%

Shares9.7K

Event2026-03-31

Filed2026-04-14

MET

METLIFE INC

6.01%

Shares28.0K

Event2026-03-31

Filed2026-04-14

DOLLAR GEN CORP NEW

4.34%

Shares16.5K

Event2026-03-31

Filed2026-04-14

PNC

PNC FINL SVCS GROUP INC

3.70%

Shares9.3K

Event2026-03-31

Filed2026-04-14

APD

AIR PRODS & CHEMS INC

24.83%

Shares6.6K

Event2026-03-31

Filed2026-04-14

DFEB

FIRST TR EXCHNG TRADED FD VI

-55.10%

Shares40.2K

Event2026-03-31

Filed2026-04-14

HOME DEPOT INC

9.11%

Shares5.7K

Event2026-03-31

Filed2026-04-14

QCOM

QUALCOMM INC

5.38%

Shares14.5K

Event2026-03-31

Filed2026-04-14

ITW

ILLINOIS TOOL WKS INC

7.29%

Shares7.1K

Event2026-03-31

Filed2026-04-14

AOS

SMITH A O CORP

4.40%

Shares27.7K

Event2026-03-31

Filed2026-04-14

COCA COLA CO

9.05%

Shares23.5K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

-3.05%

Shares10.2K

Event2026-03-31

Filed2026-04-14

BUFR

FIRST TR EXCHNG TRADED FD VI

4.13%

Shares51.5K

Event2026-03-31

Filed2026-04-14

KNG

FIRST TR EXCHANGE-TRADED FD

25.19%

Shares33.9K

Event2026-03-31

Filed2026-04-14

CMCSA

COMCAST CORP NEW

39.38%

Shares57.0K

Event2026-03-31

Filed2026-04-14

DDEC

FIRST TR EXCHNG TRADED FD VI

277.94%

Shares36.9K

Event2026-03-31

Filed2026-04-14

ADP

AUTOMATIC DATA PROCESSING IN

7.66%

Shares8.0K

Event2026-03-31

Filed2026-04-14

ACCENTURE PLC IRELAND

20.63%

Shares8.2K

Event2026-03-31

Filed2026-04-14

DVY

ISHARES TR

-8.86%

Shares10.3K

Event2026-03-31

Filed2026-04-14

ONEY

SPDR SER TR

-0.49%

Shares12.8K

Event2026-03-31

Filed2026-04-14

SCHD

SCHWAB STRATEGIC TR

-1.78%

Shares49.0K

Event2026-03-31

Filed2026-04-14

WEC ENERGY GROUP INC

11.62%

Shares13.0K

Event2026-03-31

Filed2026-04-14

OWENS CORNING NEW

30.19%

Shares13.8K

Event2026-03-31

Filed2026-04-14

ZTS

ZOETIS INC

26.09%

Shares12.3K

Event2026-03-31

Filed2026-04-14

NKE

NIKE INC

31.53%

Shares26.4K

Event2026-03-31

Filed2026-04-14

SPY

SPDR S&P 500 ETF TR

-0.49%

Shares2.0K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-1.40%

Shares4.5K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

-1.62%

Shares6.1K

Event2026-03-31

Filed2026-04-14

INTU

INTUIT

21.43%

Shares2.9K

Event2026-03-31

Filed2026-04-14

EOG

EOG RES INC

26.34%

Shares8.5K

Event2026-03-31

Filed2026-04-14

UNH

UNITEDHEALTH GROUP INC

21.32%

Shares4.5K

Event2026-03-31

Filed2026-04-14

COP

CONOCOPHILLIPS

-6.70%

Shares8.5K

Event2026-03-31

Filed2026-04-14

RDVY

FIRST TR EXCHANGE TRADED FD

New

Shares15.7K

Event2026-03-31

Filed2026-04-14

VXF

VANGUARD INDEX FDS

-0.21%

Shares5.2K

Event2026-03-31

Filed2026-04-14

CMI

CUMMINS INC

2.02%

Shares1.9K

Event2026-03-31

Filed2026-04-14

WMT

WALMART INC

-3.04%

Shares8.1K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-0.13%

Shares3.0K

Event2026-03-31

Filed2026-04-14

DGRS

WISDOMTREE TR

1.25%

Shares16.2K

Event2026-03-31

Filed2026-04-14

IDV

ISHARES TR

-13.93%

Shares18.8K

Event2026-03-31

Filed2026-04-14

VTV

VANGUARD INDEX FDS

-69.60%

Shares3.8K

Event2026-03-31

Filed2026-04-14

INVESCO QQQ TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-14