Sponsored

The Analysis of Premier Path Wealth Partners, LLC's Holdings & P&L

Currently, Premier Path Wealth Partners, LLC holds 398 types of securities in its portfolio with a total value $767.4M. In the most recent quarter, they have increased their positions in ACWX (+169.3K shares, valued at $11.6M), AGG (+51.2K shares, valued at $5.1M), NVDA (+13.0K shares, valued at $2.3M); decreased their positions in XLK (-23.7K shares, valued at $3.1M), IJR (-21.8K shares, valued at $2.7M), XLF (-43.8K shares, valued at $2.2M); initiated new positions in CSGP (+13.6K shares, valued at $549.8K), CLX (+5.3K shares, valued at $549.4K), BR (+2.8K shares, valued at $458.0K).

1M P&L

+15.9M+2.09%

3M P&L

+7.4M+0.97%

HY P&L

+43.5M+5.95%

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/A294.9M

42.4%

2Consumer Electronics38.9M

5.6%

3Semiconductors38.4M

5.5%

Top Industries by Stock Count

1N/A74 stocks

20.4%

2Software - Application11 stocks

3.0%

3Semiconductors11 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC153.2K shares0.59%2026-03-312026-04-23

ACWX ISHARES TR439.8K shares62.57%2026-03-312026-04-23

NVDA NVIDIA CORPORATION162.9K shares8.65%2026-03-312026-04-23

XLK SELECT SECTOR SPDR TR181.0K shares-11.58%2026-03-312026-04-23

MSFT MICROSOFT CORP55.3K shares2.04%2026-03-312026-04-23

AMZN AMAZON COM INC71.6K shares2.83%2026-03-312026-04-23

ALPHABET INC ALPHABET INC50.6K shares7.60%2026-03-312026-04-23

AVAGO TECHNOLOGIES LTD AVAGO TECHNOLOGIES LTD36.5K shares7.75%2026-03-312026-04-23

Sponsored

IEF ISHARES TR114.6K shares21.09%2026-03-312026-04-23

ALPHABET INC ALPHABET INC37.1K shares6.69%2026-03-312026-04-23

DGRO ISHARES TR140.5K shares-12.98%2026-03-312026-04-23

XLF SELECT SECTOR SPDR TR196.1K shares-18.25%2026-03-312026-04-23

META META PLATFORMS INC16.8K shares8.36%2026-03-312026-04-23

IEI ISHARES TR80.7K shares13.04%2026-03-312026-04-23

USIG ISHARES TR183.7K shares-15.07%2026-03-312026-04-23

XLY SELECT SECTOR SPDR TR84.4K shares-0.54%2026-03-312026-04-23

Sponsored

QUAL ISHARES TR46.6K shares-11.84%2026-03-312026-04-23

SHY ISHARES TR101.7K shares-11.96%2026-03-312026-04-23

IDEV ISHARES TR98.3K shares-14.60%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO27.9K shares5.79%2026-03-312026-04-23

XLC SELECT SECTOR SPDR TR73.2K shares-10.89%2026-03-312026-04-23

XLV SELECT SECTOR SPDR TR54.5K shares-12.52%2026-03-312026-04-23

AGG ISHARES TR78.0K shares191.88%2026-03-312026-04-23

TSLA TESLA INC19.4K shares4.25%2026-03-312026-04-23

Sponsored

XLI SELECT SECTOR SPDR TR44.5K shares-17.39%2026-03-312026-04-23

MUB ISHARES TR64.0K shares5.09%2026-03-312026-04-23

AVLV AMERICAN CENTY ETF TR82.2K shares-0.35%2026-03-312026-04-23

LLY ELI LILLY & CO7.0K shares6.88%2026-03-312026-04-23

IJR ISHARES TR46.2K shares-32.10%2026-03-312026-04-23

DFAI DIMENSIONAL ETF TRUST147.1K shares-14.63%2026-03-312026-04-23

XOM EXXON MOBIL CORP33.6K shares-8.44%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL11.4K shares11.26%2026-03-312026-04-23

Sponsored

JNJ JOHNSON & JOHNSON22.4K shares20.08%2026-03-312026-04-23

VMBS VANGUARD SCOTTSDALE FDS111.7K shares-15.47%2026-03-312026-04-23

TLH ISHARES TR51.8K shares-14.30%2026-03-312026-04-23

DBND DOUBLELINE ETF TRUST113.7K shares-15.09%2026-03-312026-04-23

IQDG WISDOMTREE TR127.8K shares-14.19%2026-03-312026-04-23

WMT WALMART INC40.4K shares16.60%2026-03-312026-04-23

V VISA INC14.9K shares12.35%2026-03-312026-04-23

COST COSTCO WHSL CORP NEW4.5K shares24.40%2026-03-312026-04-23

Sponsored

XLP SELECT SECTOR SPDR TR51.7K shares-16.55%2026-03-312026-04-23

NFLX NETFLIX INC41.6K shares12.39%2026-03-312026-04-23

RTX RAYTHEON TECHNOLOGIES CORP18.6K shares-3.42%2026-03-312026-04-23

BK BANK NEW YORK MELLON CORP29.4K shares4.86%2026-03-312026-04-23

SHV ISHARES TR31.2K shares-31.97%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP5.5K shares3.28%2026-03-312026-04-23

IWD ISHARES TR15.6K shares-24.51%2026-03-312026-04-23

MA MASTERCARD INCORPORATED6.7K shares19.14%2026-03-312026-04-23

Sponsored

AVUV AMERICAN CENTY ETF TR30.0K shares-14.55%2026-03-312026-04-23

GENERAL ELECTRIC CO GENERAL ELECTRIC CO11.4K shares0.84%2026-03-312026-04-23

IVV ISHARES TR5.0K shares3.61%2026-03-312026-04-23

XLE SELECT SECTOR SPDR TR52.1K shares-28.10%2026-03-312026-04-23

BLACKROCK INC BLACKROCK INC3.3K shares-1.55%2026-03-312026-04-23

OUSM ALPS ETF TR72.4K shares-11.78%2026-03-312026-04-23

IWF ISHARES TR7.3K shares-5.61%2026-03-312026-04-23

CVX CHEVRON CORP NEW14.9K shares5.71%2026-03-312026-04-23

Sponsored

BAC BANK AMERICA CORP59.2K shares5.72%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC19.6K shares3.54%2026-03-312026-04-23

XSOE WISDOMTREE TR69.8K shares-15.35%2026-03-312026-04-23

HD HOME DEPOT INC8.4K shares2.80%2026-03-312026-04-23

QEMM SPDR INDEX SHS FDS39.7K shares-12.55%2026-03-312026-04-23

ABBV ABBVIE INC12.5K shares5.99%2026-03-312026-04-23

IJH ISHARES TR40.2K shares-11.11%2026-03-312026-04-23

CAT CATERPILLAR INC3.8K shares13.63%2026-03-312026-04-23

Sponsored

CSCO CISCO SYS INC34.4K shares33.04%2026-03-312026-04-23

EDIV SPDR INDEX SHS FDS67.1K shares-13.80%2026-03-312026-04-23

TJX TJX COS INC NEW16.3K shares5.27%2026-03-312026-04-23

SMLF ISHARES TR33.1K shares-11.90%2026-03-312026-04-23

PH PARKER-HANNIFIN CORP2.8K shares18.79%2026-03-312026-04-23

USB US BANCORP DEL47.3K shares6.58%2026-03-312026-04-23

EATON CORP PLC EATON CORP PLC6.7K shares-0.78%2026-03-312026-04-23

REGL PROSHARES TR27.7K shares-12.21%2026-03-312026-04-23

Sponsored

XSVM INVESCO EXCHANGE TRADED FD T39.6K shares-13.31%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC2.8K shares10.93%2026-03-312026-04-23

AVMV AMERICAN CENTY ETF TR31.8K shares-13.34%2026-03-312026-04-23

CITIGROUP INC CITIGROUP INC20.1K shares14.18%2026-03-312026-04-23

VTEB VANGUARD MUN BD FDS45.3K shares-12.52%2026-03-312026-04-23

AMAT APPLIED MATLS INC6.6K shares14.81%2026-03-312026-04-23

WFC WELLS FARGO CO NEW28.2K shares-0.08%2026-03-312026-04-23

CALF PACER FDS TR49.4K shares-12.51%2026-03-312026-04-23

Sponsored

GILD GILEAD SCIENCES INC15.8K shares19.09%2026-03-312026-04-23

TMO THERMO FISHER SCIENTIFIC INC4.4K shares1.69%2026-03-312026-04-23

AMGN AMGEN INC6.1K shares29.53%2026-03-312026-04-23

VGT VANGUARD WORLD FDS3.1K shares-6.22%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC17.6K shares27.10%2026-03-312026-04-23

NEE NEXTERA ENERGY INC22.7K shares2.12%2026-03-312026-04-23

MU MICRON TECHNOLOGY INC6.0K shares32.88%2026-03-312026-04-23

LOW LOWES COS INC8.3K shares14.73%2026-03-312026-04-23

Sponsored

DE DEERE & CO3.5K shares13.36%2026-03-312026-04-23

XLU SELECT SECTOR SPDR TR42.2K shares-18.29%2026-03-312026-04-23

DIS DISNEY WALT CO19.8K shares-5.97%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC37.9K shares-8.84%2026-03-312026-04-23

AXP AMERICAN EXPRESS CO6.3K shares11.16%2026-03-312026-04-23

MS MORGAN STANLEY11.4K shares5.31%2026-03-312026-04-23

ORCL ORACLE CORP12.7K shares61.10%2026-03-312026-04-23

BMY BRISTOL-MYERS SQUIBB CO29.9K shares-2.17%2026-03-312026-04-23

Sponsored

GEV GE VERNOVA INC2.1K shares7.98%2026-03-312026-04-23

PFE PFIZER INC62.2K shares-9.13%2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC8.4K shares15.73%2026-03-312026-04-23

CRM SALESFORCE INC9.0K shares-4.02%2026-03-312026-04-23

WBD WARNER BROS DISCOVERY INC60.4K shares-19.90%2026-03-312026-04-23

MCD MCDONALDS CORP5.3K shares10.19%2026-03-312026-04-23

T AT&T INC56.7K shares5.29%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS6.8K shares1.06%2026-03-312026-04-23

Sponsored

XLRE SELECT SECTOR SPDR TR39.9K shares-13.75%2026-03-312026-04-23

VXUS VANGUARD STAR FDS20.9K shares445.25%2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC5.9K shares24.28%2026-03-312026-04-23

CVS CVS HEALTH CORP22.1K shares-6.91%2026-03-312026-04-23

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.6K shares3.11%2026-03-312026-04-23

SGOV ISHARES TR15.6K shares0.00%2026-03-312026-04-23

BA BOEING CO7.8K shares-7.87%2026-03-312026-04-23

CTVA CORTEVA INC18.5K shares53.99%2026-03-312026-04-23

Sponsored

INTC INTEL CORP34.8K shares20.97%2026-03-312026-04-23

PEP PEPSICO INC9.7K shares8.40%2026-03-312026-04-23

XLB SELECT SECTOR SPDR TR30.0K shares-18.35%2026-03-312026-04-23

WMB WILLIAMS COS INC20.4K shares7.22%2026-03-312026-04-23

KMI KINDER MORGAN INC DEL43.3K shares5.05%2026-03-312026-04-23

PNC PNC FINL SVCS GROUP INC7.0K shares34.47%2026-03-312026-04-23

COF CAPITAL ONE FINL CORP7.9K shares6.40%2026-03-312026-04-23

ISRG INTUITIVE SURGICAL INC3.1K shares7.77%2026-03-312026-04-23

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-23

IGSB ISHARES TR27.3K shares134.10%2026-03-312026-04-23

CMCSA COMCAST CORP NEW49.6K shares18.44%2026-03-312026-04-23

NOW SERVICENOW INC13.5K shares48.61%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC8.5K shares9.52%2026-03-312026-04-23

LQD ISHARES TR12.8K shares127.46%2026-03-312026-04-23

MEDTRONIC PLC MEDTRONIC PLC16.1K shares-3.31%2026-03-312026-04-23

INTU INTUIT3.2K shares34.52%2026-03-312026-04-23

Sponsored

KO COCA COLA CO17.9K shares24.18%2026-03-312026-04-23

HON HONEYWELL INTL INC6.0K shares9.26%2026-03-312026-04-23

LINDE PLC LINDE PLC2.7K shares10.57%2026-03-312026-04-23

NEM NEWMONT CORP12.4K shares23.71%2026-03-312026-04-23

UNP UNION PAC CORP5.4K shares35.71%2026-03-312026-04-23

PLD PROLOGIC INC.9.8K shares39.36%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP5.9K shares21.59%2026-03-312026-04-23

SUB ISHARES TR11.3K shares6.30%2026-03-312026-04-23

Sponsored

AEP AMERICAN ELEC PWR CO INC9.1K shares5.33%2026-03-312026-04-23

SHM SPDR SER TR24.8K shares4.94%2026-03-312026-04-23

ARISTA NETWORKS INC ARISTA NETWORKS INC9.5K shares5.33%2026-03-312026-04-23

APH AMPHENOL CORP NEW9.0K shares14.01%2026-03-312026-04-23

COP CONOCOPHILLIPS8.6K shares22.48%2026-03-312026-04-23

PG PROCTER AND GAMBLE CO7.8K shares8.61%2026-03-312026-04-23

SMMU PIMCO ETF TR22.1K shares5.23%2026-03-312026-04-23

TSM TAIWAN SEMICONDUCTOR MFG LTD3.3K shares-28.99%2026-03-312026-04-23

Sponsored

MO ALTRIA GROUP INC16.6K shares40.95%2026-03-312026-04-23

SCHW SCHWAB CHARLES CORP11.6K shares3.31%2026-03-312026-04-23

HCA HCA HEALTHCARE INC2.3K shares17.81%2026-03-312026-04-23

ITW ILLINOIS TOOL WKS INC4.1K shares68.87%2026-03-312026-04-23

UBER UBER TECHNOLOGIES INC15.0K shares7.01%2026-03-312026-04-23

ORLY OREILLY AUTOMOTIVE INC11.4K shares1.92%2026-03-312026-04-23

BKNG BOOKING HOLDINGS INC249 shares-1.19%2026-03-312026-04-23

KLAC KLA CORP710 shares24.78%2026-03-312026-04-23

Sponsored

NKE NIKE INC19.4K shares-8.85%2026-03-312026-04-23

ECL ECOLAB INC3.8K shares22.61%2026-03-312026-04-23

ADBE ADOBE INC4.2K shares4.04%2026-03-312026-04-23

TT TRANE TECHNOLOGIES PLC2.4K shares5.82%2026-03-312026-04-23

ADI ANALOG DEVICES INC3.2K shares29.70%2026-03-312026-04-23

SPGI S&P GLOBAL INC2.4K shares9.24%2026-03-312026-04-23

CMI CUMMINS INC1.9K shares16.14%2026-03-312026-04-23

WELL WELLTOWER INC5.0K shares9.03%2026-03-312026-04-23

Sponsored

CB CHUBB LIMITED3.0K shares3.54%2026-03-312026-04-23

TXN TEXAS INSTRS INC5.1K shares25.12%2026-03-312026-04-23

PEG PUBLIC SVC ENTERPRISE GRP IN12.1K shares-12.69%2026-03-312026-04-23

HLT HILTON WORLDWIDE HLDGS INC3.2K shares25.81%2026-03-312026-04-23

APD AIR PRODS & CHEMS INC3.3K shares-21.28%2026-03-312026-04-23

PANW PALO ALTO NETWORKS INC5.9K shares-8.09%2026-03-312026-04-23

MMM 3M CO6.5K shares10.36%2026-03-312026-04-23

DHI D R HORTON INC6.5K shares2.88%2026-03-312026-04-23

Sponsored

PSX PHILLIPS 664.9K shares6.62%2026-03-312026-04-23

PGR PROGRESSIVE CORP4.5K shares15.56%2026-03-312026-04-23

EMR EMERSON ELEC CO6.8K shares9.18%2026-03-312026-04-23

TRV TRAVELERS COMPANIES INC3.0K shares28.94%2026-03-312026-04-23

BDX BECTON DICKINSON & CO5.6K shares1.02%2026-03-312026-04-23

GM GENERAL MTRS CO11.7K shares14.01%2026-03-312026-04-23

HWM HOWMET AEROSPACE INC3.8K shares17.67%2026-03-312026-04-23

ODFL OLD DOMINION FREIGHT LINE IN4.4K shares207.55%2026-03-312026-04-23

Sponsored

CSX CSX CORP21.0K shares18.72%2026-03-312026-04-23

MCO MOODYS CORP1.9K shares84.04%2026-03-312026-04-23

GLW CORNING INC6.2K shares11.66%2026-03-312026-04-23

MSI MOTOROLA SOLUTIONS INC1.9K shares11.31%2026-03-312026-04-23

VRTX VERTEX PHARMACEUTICALS INC1.9K shares3.43%2026-03-312026-04-23

LEGH LEGACY HOUSING CORP40.9K shares0.00%2026-03-312026-04-23

EFX EQUIFAX INC4.6K shares-12.53%2026-03-312026-04-23

ICE INTERCONTINENTAL EXCHANGE INC5.3K shares5.34%2026-03-312026-04-23

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC18.0K shares-31.17%2026-03-312026-04-23

RCL ROYAL CARIBBEAN GROUP3.0K shares13.98%2026-03-312026-04-23

GSK PLC GSK PLC14.8K shares-35.94%2026-03-312026-04-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.0K shares33.60%2026-03-312026-04-23

BLACKSTONE INC BLACKSTONE INC6.9K shares-5.10%2026-03-312026-04-23

GWW GRAINGER W W INC718 shares13.97%2026-03-312026-04-23

NOC NORTHROP GRUMMAN CORP1.1K shares7.02%2026-03-312026-04-23

URI UNITED RENTALS INC1.1K shares12.54%2026-03-312026-04-23

Sponsored

PWR QUANTA SVCS INC1.4K shares12.51%2026-03-312026-04-23

JCI JOHNSON CTLS INTL PLC5.9K shares29.45%2026-03-312026-04-23

FAST FASTENAL CO16.6K shares40.14%2026-03-312026-04-23

TFC TRUIST FINL CORP16.7K shares17.24%2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.7K shares13.80%2026-03-312026-04-23

ETR ENTERGY CORP NEW6.6K shares5.65%2026-03-312026-04-23

SPG SIMON PPTY GROUP INC NEW4.0K shares15.02%2026-03-312026-04-23

ADSK AUTODESK INC3.1K shares30.25%2026-03-312026-04-23

Sponsored

EFAV ISHARES TR8.0K shares-4.49%2026-03-312026-04-23

VFH VANGUARD WORLD FDS6.1K shares-4.40%2026-03-312026-04-23

EQIX EQUINIX INC744 shares35.03%2026-03-312026-04-23

QCOM QUALCOMM INC5.6K shares7.66%2026-03-312026-04-23

CTAS CINTAS CORP4.2K shares26.75%2026-03-312026-04-23

ABT ABBOTT LABS6.9K shares-12.36%2026-03-312026-04-23

AKAM AKAMAI TECHNOLOGIES INC6.1K shares-48.15%2026-03-312026-04-23

CRWD CROWDSTRIKE HLDGS INC1.8K shares6.95%2026-03-312026-04-23

Sponsored

SHW SHERWIN WILLIAMS CO2.1K shares31.10%2026-03-312026-04-23

ROST ROSS STORES INC3.1K shares30.75%2026-03-312026-04-23

ALL ALLSTATE CORP3.3K shares12.71%2026-03-312026-04-23

PHM PULTE GROUP INC5.7K shares185.50%2026-03-312026-04-23

STZ CONSTELLATION BRANDS INC4.4K shares-30.87%2026-03-312026-04-23

LNG CHENIERE ENERGY INC2.3K shares21.35%2026-03-312026-04-23

DLR DIGITAL RLTY TR INC3.6K shares19.50%2026-03-312026-04-23

TMUS T-MOBILE US INC3.1K shares-7.80%2026-03-312026-04-23

Sponsored

MCK MCKESSON CORP754 shares18.74%2026-03-312026-04-23

FDX FEDEX CORP1.8K shares44.27%2026-03-312026-04-23

TROW PRICE T ROWE GROUP INC7.2K shares-23.36%2026-03-312026-04-23

SLB SCHLUMBERGER LTD12.6K shares33.44%2026-03-312026-04-23

BIIB BIOGEN INC3.5K shares-38.52%2026-03-312026-04-23

AMP AMERIPRISE FINL INC1.5K shares9.83%2026-03-312026-04-23

IWO ISHARES TR2.0K shares-8.13%2026-03-312026-04-23

KKR & CO INC KKR & CO INC6.8K shares5.59%2026-03-312026-04-23

Sponsored

ZTS ZOETIS INC5.2K shares36.44%2026-03-312026-04-23

EL LAUDER ESTEE COS INC8.6K shares-18.93%2026-03-312026-04-23

LHX L3HARRIS TECHNOLOGIES INC1.8K shares16.47%2026-03-312026-04-23

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.6K shares44.87%2026-03-312026-04-23

IFF INTERNATIONAL FLAVORS&FRAGRA8.3K shares-39.06%2026-03-312026-04-23

MAR MARRIOTT INTL INC NEW1.8K shares31.07%2026-03-312026-04-23

PCAR PACCAR INC5.2K shares33.44%2026-03-312026-04-23

CEG CONSTELLATION ENERGY CORP2.1K shares-9.07%2026-03-312026-04-23

Sponsored

D DOMINION ENERGY INC9.6K shares7.93%2026-03-312026-04-23

FI FISERV INC10.7K shares-25.21%2026-03-312026-04-23

NET CLOUDFLARE INC2.9K shares8.92%2026-03-312026-04-23

AMT AMERICAN TOWER CORP NEW3.4K shares23.84%2026-03-312026-04-23

SYK STRYKER CORPORATION1.8K shares0.28%2026-03-312026-04-23

SPY SPDR S&P 500 ETF TR902 shares-1.10%2026-03-312026-04-23

CME CME GROUP INC2.0K shares16.12%2026-03-312026-04-23

TGT TARGET CORP4.8K shares86.34%2026-03-312026-04-23

Sponsored

BF.B BROWN FORMAN CORP21.9K shares-28.60%2026-03-312026-04-23

FCX FREEPORT-MCMORAN INC9.8K shares33.36%2026-03-312026-04-23

BSX BOSTON SCIENTIFIC CORP9.1K shares4.33%2026-03-312026-04-23

NDAQ NASDAQ INC6.7K shares111.51%2026-03-312026-04-23

TDG TRANSDIGM GROUP INC488 shares-6.33%2026-03-312026-04-23

CPB CAMPBELL SOUP CO25.2K shares-6.32%2026-03-312026-04-23

KMX CARMAX INC13.4K shares-37.73%2026-03-312026-04-23

BAX BAXTER INTL INC33.1K shares-21.82%2026-03-312026-04-23

Sponsored

KHC KRAFT HEINZ CO24.7K shares-24.84%2026-03-312026-04-23

MLM MARTIN MARIETTA MATLS INC941 shares4.32%2026-03-312026-04-23

ZBH ZIMMER BIOMET HOLDINGS INC6.1K shares-30.09%2026-03-312026-04-23

CSGP COSTAR GROUP INC13.6K sharesnew addition2026-03-312026-04-23

CLX CLOROX CO DEL5.3K sharesnew addition2026-03-312026-04-23

CL COLGATE PALMOLIVE CO6.4K shares43.98%2026-03-312026-04-23

CTSH COGNIZANT TECHNOLOGY SOLUTIO8.9K shares158.81%2026-03-312026-04-23

DEO DIAGEO PLC7.3K shares-18.04%2026-03-312026-04-23

Sponsored

CAG CONAGRA BRANDS INC34.3K shares-26.31%2026-03-312026-04-23

HIG HARTFORD FINL SVCS GROUP INC4.0K shares49.04%2026-03-312026-04-23

TE CONNECTIVITY PLC TE CONNECTIVITY PLC2.6K shares14.46%2026-03-312026-04-23

IUSV ISHARES TR5.2K shares19.58%2026-03-312026-04-23

VLO VALERO ENERGY CORP2.1K shares8.73%2026-03-312026-04-23

SO SOUTHERN CO5.4K shares23.64%2026-03-312026-04-23

NUE NUCOR CORP3.1K shares-64.74%2026-03-312026-04-23

HEI.A HEICO CORP NEW2.5K shares-1.39%2026-03-312026-04-23

Sponsored

ADP AUTOMATIC DATA PROCESSING IN2.5K shares-13.77%2026-03-312026-04-23

REGN REGENERON PHARMACEUTICALS667 shares24.21%2026-03-312026-04-23

SMH VANECK ETF TRUST1.3K shares-5.83%2026-03-312026-04-23

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC5.1K shares60.07%2026-03-312026-04-23

BKR BAKER HUGHES COMPANY8.2K shares25.59%2026-03-312026-04-23

KR KROGER CO6.9K shares38.80%2026-03-312026-04-23

IUSG ISHARES TR3.2K shares21.47%2026-03-312026-04-23

OKE ONEOK INC NEW5.5K shares14.64%2026-03-312026-04-23

Sponsored

MPC MARATHON PETE CORP2.0K shares9.21%2026-03-312026-04-23

MMC MARSH & MCLENNAN COS INC2.8K shares12.77%2026-03-312026-04-23

MET METLIFE INC6.9K shares8.53%2026-03-312026-04-23

TRGP TARGA RES CORP2.0K shares13.18%2026-03-312026-04-23

APP APPLOVIN CORP1.2K shares-11.89%2026-03-312026-04-23

CBRE CBRE GROUP INC3.6K shares1.04%2026-03-312026-04-23

DHR DANAHER CORPORATION2.6K shares3.07%2026-03-312026-04-23

CENCORA INC CENCORA INC1.5K shares1.34%2026-03-312026-04-23

Sponsored

FITB FIFTH THIRD BANCORP10.1K shares18.06%2026-03-312026-04-23

F FORD MTR CO DEL39.9K shares0.30%2026-03-312026-04-23

SBUX STARBUCKS CORP5.1K shares15.41%2026-03-312026-04-23

STT STATE STR CORP3.6K shares4.61%2026-03-312026-04-23

MNST MONSTER BEVERAGE CORP NEW6.3K shares11.48%2026-03-312026-04-23

BR BROADRIDGE FINL SOLUTIONS IN2.8K sharesnew addition2026-03-312026-04-23

ROK ROCKWELL AUTOMATION INC1.3K shares69.58%2026-03-312026-04-23

O REALTY INCOME CORP7.4K shares11.94%2026-03-312026-04-23

Sponsored

SYF SYNCHRONY FINANCIAL6.6K shares0.44%2026-03-312026-04-23

VYM VANGUARD WHITEHALL FDS3.0K shares0.30%2026-03-312026-04-23

HOOD ROBINHOOD MKTS INC6.4K shares-12.45%2026-03-312026-04-23

EBAY EBAY INC.4.8K shares13.41%2026-03-312026-04-23

CALUMET INC CALUMET INC12.3K shares-4.67%2026-03-312026-04-23

PKE PARK AEROSPACE CORP15.7K shares-21.38%2026-03-312026-04-23

WM WASTE MGMT INC DEL1.9K shares47.90%2026-03-312026-04-23

WAB WABTEC1.7K shares5.79%2026-03-312026-04-23

Sponsored

CAH CARDINAL HEALTH INC2.0K shares9.64%2026-03-312026-04-23

EFA ISHARES TR4.3K shares6.01%2026-03-312026-04-23

MSCI MSCI INC769 shares61.55%2026-03-312026-04-23

MTB M & T BK CORP2.0K shares7.43%2026-03-312026-04-23

NSC NORFOLK SOUTHN CORP1.4K shares24.43%2026-03-312026-04-23

PRU PRUDENTIAL FINL INC4.1K shares27.04%2026-03-312026-04-23

CPRT COPART INC12.2K shares-28.02%2026-03-312026-04-23

PFG PRINCIPAL FINANCIAL GROUP IN4.5K shares-5.01%2026-03-312026-04-23

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS667 shares-76.42%2026-03-312026-04-23

AIG AMERICAN INTL GROUP INC5.3K shares-3.11%2026-03-312026-04-23

ADM ARCHER DANIELS MIDLAND CO5.4K shares38.56%2026-03-312026-04-23

ES EVERSOURCE ENERGY5.7K shares63.00%2026-03-312026-04-23

SHYM BLACKROCK ETF TRUST II17.9K shares41.63%2026-03-312026-04-23

MINO PIMCO ETF TR8.7K shares3.73%2026-03-312026-04-23

MELI MERCADOLIBRE INC226 shares-28.25%2026-03-312026-04-23

RMD RESMED INC1.7K shares24.22%2026-03-312026-04-23

Sponsored

IWN ISHARES TR2.0K shares-10.05%2026-03-312026-04-23

CRH PLC CRH PLC3.6K shares29.22%2026-03-312026-04-23

IBKR INTERACTIVE BROKERS GROUP IN5.6K shares-0.41%2026-03-312026-04-23

WDC WESTERN DIGITAL CORP1.4K sharesnew addition2026-03-312026-04-23

DASH DOORDASH INC2.5K shares-5.87%2026-03-312026-04-23

NXPI NXP SEMICONDUCTORS N V1.9K shares39.09%2026-03-312026-04-23

PSA PUBLIC STORAGE1.3K shares15.82%2026-03-312026-04-23

VRSN VERISIGN INC1.5K sharesnew addition2026-03-312026-04-23

Sponsored

SRE SEMPRA3.7K shares24.31%2026-03-312026-04-23

KEYS KEYSIGHT TECHNOLOGIES INC1.3K sharesnew addition2026-03-312026-04-23

SNDK SANDISK CORP558 sharesnew addition2026-03-312026-04-23

VTI VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-23

GRMN GARMIN LTD1.5K shares28.61%2026-03-312026-04-23

COHERENT CORP COHERENT CORP1.4K shares0.91%2026-03-312026-04-23

AFL AFLAC INC3.1K shares28.59%2026-03-312026-04-23

ASML ASML HOLDING N V259 shares-76.71%2026-03-312026-04-23

Sponsored

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.5K shares24.01%2026-03-312026-04-23

AME AMETEK INC1.6K sharesnew addition2026-03-312026-04-23

VMC VULCAN MATLS CO1.2K shares1.14%2026-03-312026-04-23

ROIV ROIVANT SCIENCES LTD12.0K shares0.00%2026-03-312026-04-23

EOG EOG RES INC2.3K sharesnew addition2026-03-312026-04-23

SHYG ISHARES TR7.8K sharesnew addition2026-03-312026-04-23

FTNT FORTINET INC4.0K shares37.53%2026-03-312026-04-23

CDNS CADENCE DESIGN SYSTEM INC1.2K shares23.37%2026-03-312026-04-23

Sponsored

XYL XYLEM INC2.6K shares-5.72%2026-03-312026-04-23

EXR EXTRA SPACE STORAGE INC2.4K shares32.74%2026-03-312026-04-23

ATO ATMOS ENERGY CORP1.7K shares-0.76%2026-03-312026-04-23

IDXX IDEXX LABS INC554 shares8.20%2026-03-312026-04-23

EW EDWARDS LIFESCIENCES CORP3.9K shares4.36%2026-03-312026-04-23

UPS UNITED PARCEL SERVICE INC3.2K shares47.59%2026-03-312026-04-23

XEL XCEL ENERGY INC3.9K shares7.27%2026-03-312026-04-23

EXC EXELON CORP6.2K shares17.86%2026-03-312026-04-23

Sponsored

SYY SYSCO CORP4.2K shares-7.86%2026-03-312026-04-23

MPWR MONOLITHIC PWR SYS INC274 sharesnew addition2026-03-312026-04-23

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.6K shares-3.62%2026-03-312026-04-23

ALPS ETF TR ALPS ETF TR5.6K shares11.89%2026-03-312026-04-23

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.6K shares8.01%2026-03-312026-04-23

DOV DOVER CORP1.4K shares1.66%2026-03-312026-04-23

ELV ELEVANCE HEALTH INC993 shares16.96%2026-03-312026-04-23

VTR VENTAS INC3.5K shares2.54%2026-03-312026-04-23

Sponsored

ED CONSOLIDATED EDISON INC2.5K sharesnew addition2026-03-312026-04-23

AMLX AMYLYX PHARMACEUTICALS INC20.3K shares0.00%2026-03-312026-04-23

TSCO TRACTOR SUPPLY CO6.2K shares33.43%2026-03-312026-04-23

ARES ARES MANAGEMENT CORPORATION2.6K shares-14.88%2026-03-312026-04-23

DAL DELTA AIR LINES INC DEL4.2K shares16.45%2026-03-312026-04-23

PTC PTC INC1.9K sharesnew addition2026-03-312026-04-23

EQR EQUITY RESIDENTIAL4.7K sharesnew addition2026-03-312026-04-23

IRM IRON MTN INC DEL2.7K shares-4.26%2026-03-312026-04-23

Sponsored

MDLZ MONDELEZ INTL INC4.6K shares14.36%2026-03-312026-04-23

PKG PACKAGING CORP AMER1.3K sharesnew addition2026-03-312026-04-23

CROWN CASTLE INC CROWN CASTLE INC3.2K shares37.23%2026-03-312026-04-23

SNOW SNOWFLAKE INC1.7K shares-7.46%2026-03-312026-04-23

NTAP NETAPP INC2.5K sharesnew addition2026-03-312026-04-23

SDY SPDR SER TR1.8K shares-0.73%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR442 shares0.00%2026-03-312026-04-23

CARR CARRIER GLOBAL CORPORATION4.5K sharesnew addition2026-03-312026-04-23

Sponsored

TD TORONTO DOMINION BK ONT2.6K shares0.00%2026-03-312026-04-23

AZO AUTOZONE INC72 shares-22.58%2026-03-312026-04-23

RF REGIONS FINANCIAL CORP NEW9.3K sharesnew addition2026-03-312026-04-23

AON PLC AON PLC745 sharesnew addition2026-03-312026-04-23

STERIS PLC STERIS PLC1.1K sharesnew addition2026-03-312026-04-23

XYZ BLOCK INC3.9K shares-26.84%2026-03-312026-04-23

PYPL PAYPAL HLDGS INC5.2K shares-13.70%2026-03-312026-04-23

DRI DARDEN RESTAURANTS INC1.2K shares-1.41%2026-03-312026-04-23

Sponsored

LEN LENNAR CORP2.7K shares-27.70%2026-03-312026-04-23

MCHP MICROCHIP TECHNOLOGY INC.3.6K shares-79.93%2026-03-312026-04-23

COIN COINBASE GLOBAL INC1.3K shares-24.01%2026-03-312026-04-23

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.2K shares-12.20%2026-03-312026-04-23

RSG REPUBLIC SVCS INC1.0K sharesnew addition2026-03-312026-04-23

VRT VERTIV HOLDINGS CO889 sharesnew addition2026-03-312026-04-23

EA ELECTRONIC ARTS INC1.1K shares-2.51%2026-03-312026-04-23

KTOS KRATOS DEFENSE & SEC SOLUTIO3.1K shares-6.14%2026-03-312026-04-23

Sponsored

A AGILENT TECHNOLOGIES INC1.9K shares18.44%2026-03-312026-04-23

NRG NRG ENERGY INC1.5K shares-0.27%2026-03-312026-04-23

IVW ISHARES TR1.9K shares0.00%2026-03-312026-04-23

VEEV VEEVA SYS INC1.2K shares-40.32%2026-03-312026-04-23

ABNB AIRBNB INC1.7K sharesnew addition2026-03-312026-04-23

FLJP FRANKLIN TEMPLETON ETF TR5.8K shares-1.78%2026-03-312026-04-23

IQV IQVIA HLDGS INC1.2K shares-18.72%2026-03-312026-04-23

PAVE GLOBAL X FDS4.1K shares-6.07%2026-03-312026-04-23

Sponsored

DTE DTE ENERGY CO1.4K sharesnew addition2026-03-312026-04-23

MUFG MITSUBISHI UFJ FINL GROUP IN10.8K shares-1.58%2026-03-312026-04-23

ABUS ARBUTUS BIOPHARMA CORP40.0K shares0.00%2026-03-312026-04-23

OBDC BLUE OWL CAPITAL CORPORATION14.0K shares-39.76%2026-03-312026-04-23

VLY VALLEY NATL BANCORP10.7K shares0.00%2026-03-312026-04-23

AVXL ANAVEX LIFE SCIENCES CORP10.0K shares0.00%2026-03-312026-04-23

AAPL

APPLE INC

0.59%

Shares153.2K

Event2026-03-31

Filed2026-04-23

ACWX

ISHARES TR

62.57%

Shares439.8K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

8.65%

Shares162.9K

Event2026-03-31

Filed2026-04-23

XLK

SELECT SECTOR SPDR TR

-11.58%

Shares181.0K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

2.04%

Shares55.3K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

2.83%

Shares71.6K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

7.60%

Shares50.6K

Event2026-03-31

Filed2026-04-23

AVAGO TECHNOLOGIES LTD

7.75%

Shares36.5K

Event2026-03-31

Filed2026-04-23

IEF

ISHARES TR

21.09%

Shares114.6K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

6.69%

Shares37.1K

Event2026-03-31

Filed2026-04-23

DGRO

ISHARES TR

-12.98%

Shares140.5K

Event2026-03-31

Filed2026-04-23

XLF

SELECT SECTOR SPDR TR

-18.25%

Shares196.1K

Event2026-03-31

Filed2026-04-23