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The Analysis of PRIVATE TRUST CO NA's Holdings & P&L

Currently, PRIVATE TRUST CO NA holds 2607 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in VONV (+14.1K shares, valued at $1.3M), VONG (+8.4K shares, valued at $926.9K), NET (+4.4K shares, valued at $900.7K); decreased their positions in VTI (-4.7K shares, valued at $1.5M), N/A (-3.5K shares, valued at $1.0M), XLK (-7.1K shares, valued at $942.3K); initiated new positions in COPP (+14.6K shares, valued at $643.4K), KHPI (+25.3K shares, valued at $613.6K), HMOP (+14.5K shares, valued at $562.8K).

1M P&L

+21.5M+2.02%

3M P&L

+676.8K+0.06%

HY P&L

+56.7M+5.51%

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/A497.9M

50.6%

2Software - Infrastructure38.8M

3.9%

3Drug Manufacturers - General35.1M

3.6%

Top Industries by Stock Count

1N/A1100 stocks

44.9%

2Banks - Regional59 stocks

2.4%

3Software - Application48 stocks

2.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL Apple Inc.135.2K shares-1.53%2026-03-312026-04-30

MSFT Microsoft Corp.72.0K shares-2.34%2026-03-312026-04-30

SPY SPDR S&P 500 ETF34.0K shares2.28%2026-03-312026-04-30

NVDA Nvidia Corp124.8K shares-3.22%2026-03-312026-04-30

ALPHABET INC CLASS A ALPHABET INC CLASS A61.3K shares-5.38%2026-03-312026-04-30

AMZN Amazon.Com78.2K shares1.23%2026-03-312026-04-30

IVV IShares S&P 500 Index Fd22.1K shares3.26%2026-03-312026-04-30

Broadcom Inc Broadcom Inc45.1K shares-4.00%2026-03-312026-04-30

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Invesco QQQ Trust Invesco QQQ Trust20.0K shares-1.17%2026-03-312026-04-30

ALPHABET INC CLASS C ALPHABET INC CLASS C38.3K shares1.68%2026-03-312026-04-30

JPM J P Morgan Chase & CO.37.0K shares0.79%2026-03-312026-04-30

Vanguard Index Funds S&P 500 ETF Vanguard Index Funds S&P 500 ETF17.7K shares-3.17%2026-03-312026-04-30

JNJ Johnson & Johnson38.4K shares-2.49%2026-03-312026-04-30

XOM Exxon Mobil Corp51.1K shares-4.21%2026-03-312026-04-30

ABBV AbbVie, Inc.38.5K shares-0.97%2026-03-312026-04-30

3041 University Ave LLC 3041 University Ave LLC1 shares0.00%2026-03-312026-04-30

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LLY Eli Lilly & CO.8.8K shares-1.27%2026-03-312026-04-30

VTI Vanguard Total Stock Market ETF24.9K shares-15.98%2026-03-312026-04-30

SPYG SPDR S&P 500 Growth ETF80.7K shares0.39%2026-03-312026-04-30

CVX Chevron Corporation33.4K shares0.83%2026-03-312026-04-30

IEFA IShares Core MSCI EAFE75.0K shares2.70%2026-03-312026-04-30

RTX Raytheon Technology Corp34.8K shares-0.16%2026-03-312026-04-30

WMT Wal-Mart Stores Inc.49.6K shares-2.51%2026-03-312026-04-30

Berkshire Hathaway Inc DE Cl B New Berkshire Hathaway Inc DE Cl B New12.8K shares-0.31%2026-03-312026-04-30

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META Meta Platforms Inc Cl A10.6K shares-2.09%2026-03-312026-04-30

Merck & Co Inc New Merck & Co Inc New50.1K shares2.41%2026-03-312026-04-30

COST Costco Wholesale Corp New5.8K shares1.09%2026-03-312026-04-30

PG Procter & Gamble CO.39.4K shares-9.11%2026-03-312026-04-30

HD Home Depot Inc.16.7K shares-2.72%2026-03-312026-04-30

IJR IShares Tr S&P Smallcap 600 Index42.9K shares-4.10%2026-03-312026-04-30

IJH IShares Tr S&P Midcap 400 Index Fund76.1K shares-11.00%2026-03-312026-04-30

IWM IShares Russell 2000 Index19.1K shares-14.28%2026-03-312026-04-30

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MCD McDonald's Corp.15.0K shares-14.95%2026-03-312026-04-30

SPYV SPDR S&P 500 Value ETF81.9K shares6.34%2026-03-312026-04-30

VEA Vanguard FTSE Developed Mkts ETF71.8K shares0.06%2026-03-312026-04-30

MA Mastercard Inc Cl A9.0K shares-2.83%2026-03-312026-04-30

CAT Caterpillar Inc.6.3K shares-3.21%2026-03-312026-04-30

DFAC Dimensional ETF Tr- Dimsnl US Core Equity 2114.3K shares-0.40%2026-03-312026-04-30

BIL SPDR Barclays 1-3 Month T Bill New48.1K shares12.18%2026-03-312026-04-30

GLD SPDR Gold Shares10.5K shares6.90%2026-03-312026-04-30

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V Visa Inc Class A14.2K shares0.48%2026-03-312026-04-30

Watkins Associated Industries, Inc. Watkins Associated Industries, Inc.20.6K shares0.00%2026-03-312026-04-30

ORCL Oracle Corp.28.5K shares0.06%2026-03-312026-04-30

GOVT IShares Barclay U.S. Treasury182.6K shares10.91%2026-03-312026-04-30

PM Phillip Morris International24.9K shares1.50%2026-03-312026-04-30

IWF IShares Tr Russell 1000 Growth Index Fd9.7K shares-2.53%2026-03-312026-04-30

CSCO Cisco Systems Inc.51.5K shares-2.85%2026-03-312026-04-30

AMGN Amgen Inc.11.3K shares14.20%2026-03-312026-04-30

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BAC Bank of America Corporation79.2K shares-0.04%2026-03-312026-04-30

QUAL ISHARES MSCI USA QUAL FACTOR ETF20.0K shares-0.96%2026-03-312026-04-30

ITOT IShares S&P 1500 Index26.8K shares-1.91%2026-03-312026-04-30

IWR IShares Russell Mid Cap39.1K shares12.34%2026-03-312026-04-30

SPDW SPDR Portfolio Developed World ex-US ETF82.7K shares2.92%2026-03-312026-04-30

IEMG IShares Core MSCI Emerging Mkts ETF54.1K shares-4.09%2026-03-312026-04-30

CB Chubb LTD11.3K shares-1.15%2026-03-312026-04-30

IBM International Business Machines Corp.15.1K shares-2.21%2026-03-312026-04-30

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VTV Vanguard Value ETF18.3K shares-0.41%2026-03-312026-04-30

UNP Union Pacific Corp.14.6K shares-0.93%2026-03-312026-04-30

VZ Verizon Communications70.3K shares-0.76%2026-03-312026-04-30

GS Goldman Sachs Group Inc.4.1K shares-1.73%2026-03-312026-04-30

SPHQ Invesco Exchange W&P 500 Quality46.2K shares3.74%2026-03-312026-04-30

NEE Nextera Energy Inc.36.7K shares-4.13%2026-03-312026-04-30

PEP Pepsico Inc.21.3K shares-6.28%2026-03-312026-04-30

AGG IShares Core Total Bond Mkt33.0K shares4.35%2026-03-312026-04-30

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IVW IShares S&P 500 Growth Index Fund28.6K shares-0.77%2026-03-312026-04-30

SPTI SPDR Barclays Intermediate Term Trs ETF112.7K shares10.09%2026-03-312026-04-30

SPIB SPDR Barclays Interm Term Corp Bd ETF95.1K shares2.48%2026-03-312026-04-30

VIG Vanguard Specialized Portfolios Dividend ETF14.7K shares-0.45%2026-03-312026-04-30

Eaton Corporation PLC Eaton Corporation PLC8.8K shares2.03%2026-03-312026-04-30

MU Micron Technology, Inc.8.9K shares10.16%2026-03-312026-04-30

Invesco S&P 500 Weight ETF Invesco S&P 500 Weight ETF15.5K shares1.91%2026-03-312026-04-30

TSLA Tesla Motors, Inc.7.9K shares1.91%2026-03-312026-04-30

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IUSG iShares Core S&P US Growth ETF18.7K shares-1.92%2026-03-312026-04-30

POWL Powell Industries, Inc.5.3K shares-20.58%2026-03-312026-04-30

RDVY First Trust Rising Dividend Achievers ETF41.8K shares3.53%2026-03-312026-04-30

EFA IShares Tr Europe and Far East Index Fd29.0K shares-0.44%2026-03-312026-04-30

MO Altria Group Inc. Com.41.9K shares-1.60%2026-03-312026-04-30

MBB IShares Tr Barclays MBS Bond Fd28.7K shares-2.93%2026-03-312026-04-30

HON Honeywell International Inc.12.0K shares-0.79%2026-03-312026-04-30

SPSM SPDR Russell 2000 ETF55.9K shares-6.53%2026-03-312026-04-30

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CME CME Group Inc Class A9.1K shares-2.50%2026-03-312026-04-30

SPYM State Street SPDR Port S&P 500 Etf34.9K shares2.85%2026-03-312026-04-30

QCOM Qualcomm Inc.20.6K shares-1.45%2026-03-312026-04-30

BUFR First Tr Exchng Traded Fd VIII CBOE Vest US E77.1K shares12.16%2026-03-312026-04-30

KO Coca-Cola CO.34.3K shares-0.43%2026-03-312026-04-30

VUG Vanguard Index Fd Growth ETF5.9K shares-4.00%2026-03-312026-04-30

DYNF Blackrock Etf T/u S Equity Factor R44.3K shares-11.51%2026-03-312026-04-30

IUSV iShares Russell 3000 Value Index25.2K shares3.42%2026-03-312026-04-30

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Lam Research Corp. Lam Research Corp.12.1K shares4.33%2026-03-312026-04-30

LMT Lockheed Martin Corp.4.2K shares-3.22%2026-03-312026-04-30

XLK Select Sector SPDR Tr Technology19.2K shares-26.94%2026-03-312026-04-30

TJX TJX Companies Inc.16.0K shares1.52%2026-03-312026-04-30

AMAT Applied Materials Inc.7.4K shares32.57%2026-03-312026-04-30

Duke Energy Corp Duke Energy Corp19.2K shares0.06%2026-03-312026-04-30

SYK Stryker Corp.7.6K shares1.07%2026-03-312026-04-30

VWO Vanguard FTSE Emerging Markets ETF46.2K shares1.25%2026-03-312026-04-30

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VO Vanguard Mid-Cap ETF8.7K shares-2.89%2026-03-312026-04-30

VYM Vanguard Whitehall Funds High Dividend Yield16.8K shares4.78%2026-03-312026-04-30

CRWD CrowdStrike Holdings, Inc.6.3K shares17.24%2026-03-312026-04-30

NOC Northrop Grumman Corp.3.5K shares-10.54%2026-03-312026-04-30

PLTR Palantir Technologies Inc. Cl A16.3K shares0.59%2026-03-312026-04-30

TMO Thermo Fisher Scientific, Inc.4.9K shares1.57%2026-03-312026-04-30

VONV Vanguard Scottsdale Russell 1000 Value ETF25.3K shares124.88%2026-03-312026-04-30

NFLX Netflix Inc.24.2K shares-11.07%2026-03-312026-04-30

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ABT Abbott Laboratories22.5K shares-8.44%2026-03-312026-04-30

SHW Sherwin-Williams CO.7.1K shares-4.50%2026-03-312026-04-30

IWD IShares Tr Russell 1000 Value Index Fd10.7K shares-8.85%2026-03-312026-04-30

IWY iShares Russell Top 200 Growth ETF9.2K shares6.13%2026-03-312026-04-30

SO Southern CO.23.5K shares-0.94%2026-03-312026-04-30

IUSB iShares Core Total USD Bond Market ETF48.8K shares0.38%2026-03-312026-04-30

UBER Uber Technologies, Inc.30.9K shares-2.46%2026-03-312026-04-30

SMH VanEck Vectors Semiconductor ETF5.7K shares4.20%2026-03-312026-04-30

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IQLT Ishares Tr Msci Intl Qualty47.3K shares-3.96%2026-03-312026-04-30

ALPS ETF TR ALERIAN MLP ALPS ETF TR ALERIAN MLP41.2K shares17.86%2026-03-312026-04-30

QQQM Invesco NASDAQ 100 ETF8.9K shares-7.19%2026-03-312026-04-30

GCOR Goldman Sachs Access U.S. Aggregate Bond ETF51.0K shares-3.43%2026-03-312026-04-30

CTAS Cintas Corp.12.3K shares-2.65%2026-03-312026-04-30

CGDV Cap Grp Div Val/shs Creation Ut48.6K shares29.32%2026-03-312026-04-30

VXUS Vanguard Total Intl Stock Index ETF26.8K shares1.60%2026-03-312026-04-30

USFR WisdomTree Floating Rate Treasury Fund New41.0K shares19.55%2026-03-312026-04-30

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MUB Ishares Trust Ishares S&P National Municipal19.4K shares23.78%2026-03-312026-04-30

XLU Utilities Select Sector SPDR43.7K shares2.20%2026-03-312026-04-30

KLAC Kla-Tencor Corp.1.3K shares6.03%2026-03-312026-04-30

ECL Ecolab Inc.7.3K shares-5.03%2026-03-312026-04-30

General Electric CO. New General Electric CO. New6.8K shares0.43%2026-03-312026-04-30

WM Waste Management Inc.8.4K shares-3.92%2026-03-312026-04-30

FDL First Trust Morningstar Dividend Leaders Ind37.9K shares4.67%2026-03-312026-04-30

FVD First Tr Value Line Dividend Index Fd40.9K shares1.51%2026-03-312026-04-30

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GSUS Goldman Sachs MarketBeta US Equity ETF21.4K shares-15.38%2026-03-312026-04-30

SPMB SPDR Mortgage Backed Bond ETF85.5K shares8.51%2026-03-312026-04-30

The Blackstone Group LP The Blackstone Group LP16.3K shares2.40%2026-03-312026-04-30

COWZ Pacer US Cash Cows 100 ETF29.5K shares1.94%2026-03-312026-04-30

VTEB Vanguard Tax-Exempt Bond ETF37.0K shares0.69%2026-03-312026-04-30

JPST JPMorgan Ultra-Short Income ETF36.2K shares-7.20%2026-03-312026-04-30

WFC Wells Fargo & CO.22.8K shares-0.67%2026-03-312026-04-30

T AT&T Inc.61.6K shares-8.31%2026-03-312026-04-30

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Little Anita's Mexican Food, Inc. Little Anita's Mexican Food, Inc.1 shares0.00%2026-03-312026-04-30

AVDE Avantis International Equity ETF20.9K shares2.27%2026-03-312026-04-30

FLEX Flextronics International Ltd.27.1K shares-1.91%2026-03-312026-04-30

AXP American Express5.8K shares3.93%2026-03-312026-04-30

PULS PGIM Ultra Short Bond ETF35.2K shares-2.70%2026-03-312026-04-30

GLW Corning Inc.12.8K shares-13.66%2026-03-312026-04-30

VB Vanguard Small-Cap ETF6.5K shares-0.47%2026-03-312026-04-30

SGOV Ishares Tr/ishares 0-3 Mnth Treas B16.9K shares-8.63%2026-03-312026-04-30

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GSY Invesco Ultra Short Duration ETF33.8K shares-6.96%2026-03-312026-04-30

BMY Bristol-Myers Squibb CO.27.8K shares-1.48%2026-03-312026-04-30

VYMI Vanguard Intl Hi Div Yld Inx ETF17.8K shares-0.28%2026-03-312026-04-30

GEV Ge Vernova Inc/sh1.9K shares6.85%2026-03-312026-04-30

SPGI S&P Global Inc3.9K shares-2.17%2026-03-312026-04-30

USMV IShares Tr MSCI USA Min Volatility Index17.6K shares3.28%2026-03-312026-04-30

PGR Progressive Corp.8.2K shares1.60%2026-03-312026-04-30

DE Deere & CO.2.9K shares-1.35%2026-03-312026-04-30

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LOW Lowe's Cos.6.8K shares3.70%2026-03-312026-04-30

CGGR Cap Grp Gr Etf/shs Creation Ut39.9K shares8.60%2026-03-312026-04-30

SCHB Schwab Strategi/us Broad Mkt Etf63.5K shares3.86%2026-03-312026-04-30

PFE Pfizer, Inc.56.0K shares-22.72%2026-03-312026-04-30

Ishares Gold Tr Ishares New Ishares Gold Tr Ishares New16.6K shares-20.61%2026-03-312026-04-30

SPTM SPDR Russell 3000 ETF19.6K shares-0.40%2026-03-312026-04-30

EMR Emerson Electric Company11.8K shares-2.74%2026-03-312026-04-30

NBIS Nebius Group N.V.14.9K shares-21.22%2026-03-312026-04-30

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STZ Constellation Brands Inc. Class A10.3K shares-4.25%2026-03-312026-04-30

PH Parker-Hannifin Corp.1.7K shares-5.66%2026-03-312026-04-30

IVE IShares Tr S&P 500 Value Index Fund7.3K shares-3.25%2026-03-312026-04-30

BND Vanguard Bond Index Fund Inc Total Bond20.7K shares2.55%2026-03-312026-04-30

VONG Vanguard Scotts/vanguard Russell 1013.8K shares157.00%2026-03-312026-04-30

PTLC Pacer Trendpilot 750 ETF28.9K shares0.00%2026-03-312026-04-30

MDY SPDR S&P MIDCAP 400 ETF Tr Unit Ser 1 Std2.5K shares0.95%2026-03-312026-04-30

LQD IShares Tr. Goldman Sachs Corp Bond Fund13.9K shares6.33%2026-03-312026-04-30

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SCHD Schwab U.S. Dividend Equity ETF48.8K shares-15.46%2026-03-312026-04-30

MCK McKesson Corp.1.7K shares-0.17%2026-03-312026-04-30

FTSM First Trust Enhanced Short Maturity ETF25.0K shares-25.86%2026-03-312026-04-30

FPE First Trust PFD Secs & Income ETF83.2K shares-1.70%2026-03-312026-04-30

Citigroup Inc New Citigroup Inc New13.0K shares-3.05%2026-03-312026-04-30

XLF Select Sector SPDR Tr Finl29.6K shares-3.76%2026-03-312026-04-30

XLG Invesco S&P 500 Top 50 ETF26.8K shares-11.39%2026-03-312026-04-30

IWP Ishares Russell Midcap Growth Index11.2K shares-16.49%2026-03-312026-04-30

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IYW MFC Ishare TR Dow Jones US Technology7.8K shares-4.23%2026-03-312026-04-30

MUNI PIMCO Intermediate Muni Bd Trade Fd ETF27.2K shares26.59%2026-03-312026-04-30

MINT PIMCO Enchnaced Short Maturity Strgy14.0K shares24.42%2026-03-312026-04-30

UNH UnitedHealth Group Inc5.1K shares-16.27%2026-03-312026-04-30

TRV Travelers COS Inc4.7K shares-3.78%2026-03-312026-04-30

URI United Rentals Inc.1.9K shares-0.95%2026-03-312026-04-30

TXN Texas Instruments Inc7.1K shares-2.00%2026-03-312026-04-30

COP ConocoPhillips10.3K shares0.64%2026-03-312026-04-30

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BINC Blackrock Etf T/flexible In Etf26.2K shares-4.31%2026-03-312026-04-30

BTZ BlackRock Credit Allocation Income Trust134.8K shares0.00%2026-03-312026-04-30

General Dynamics Corp. General Dynamics Corp.4.0K shares-1.52%2026-03-312026-04-30

DVY IShares Dow Jones Select Dividend Index8.9K shares18.61%2026-03-312026-04-30

AMD Advanced Micro Devices Inc Com6.6K shares7.45%2026-03-312026-04-30

NSC Norfolk Southern4.7K shares1.48%2026-03-312026-04-30

CGMS Capital Group Fixed Income Etf Trust49.1K shares4.81%2026-03-312026-04-30

PANW Palo Alto Networks, Inc.8.3K shares13.60%2026-03-312026-04-30

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ADP Automatic Data Processing Inc.6.6K shares-14.11%2026-03-312026-04-30

Blackrock Finance Inc Blackrock Finance Inc1.4K shares1.70%2026-03-312026-04-30

CASY Casey's General Stores Inc.1.8K shares-2.27%2026-03-312026-04-30

DFAI Dimensional Etf/intl Core Etf33.7K shares2.04%2026-03-312026-04-30

JQUA J.P. Morgan Exchange-Traded Fund Trust21.2K shares5.87%2026-03-312026-04-30

IWS IShares Russell Midcap Value Index8.9K shares-4.26%2026-03-312026-04-30

MMM 3M Company8.9K shares-0.82%2026-03-312026-04-30

SPHD Invesco S&P 500 High Div, Low Vol. Port26.0K shares0.39%2026-03-312026-04-30

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EFV IShares Trust MSCI EAFE Value17.3K shares0.22%2026-03-312026-04-30

SDVY First Trust Exchange-traded Fund Vi32.4K shares3.42%2026-03-312026-04-30

JAAA Janus Detroit Street Henderson AAA CLO ETF25.1K shares2.97%2026-03-312026-04-30

DLN MFC Wisdomtree Trust14.0K shares-9.25%2026-03-312026-04-30

FTCS First Trust Capital Strength ETF13.4K shares-7.68%2026-03-312026-04-30

MS Morgan Stanley7.5K shares-3.40%2026-03-312026-04-30

ALL Allstate Corp.6.0K shares1.18%2026-03-312026-04-30

DIVO Amplify CWP Enhanced Dividend Income ETF26.3K shares0.66%2026-03-312026-04-30

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CINF Cincinnati Financial Corp.7.8K shares-1.87%2026-03-312026-04-30

JMUB J.p. Morgan Exchange-traded Fund Trust24.5K shares65.74%2026-03-312026-04-30

AEP American Electric Power CO., Inc.9.3K shares-7.55%2026-03-312026-04-30

PNC PNC Financial Services Group5.8K shares0.29%2026-03-312026-04-30

SETM Sprott Funds Tr/sprott Critical Mat36.6K shares2.35%2026-03-312026-04-30

PDI PIMCO Dynamic Income Fd70.3K shares0.00%2026-03-312026-04-30

VGK Vanguard MSCI European ETF14.5K shares-1.24%2026-03-312026-04-30

PFN PIMCO Floating Rate Strategy Fund173.8K shares-9.89%2026-03-312026-04-30

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KMI Kinder Morgan, Inc.35.6K shares-6.91%2026-03-312026-04-30

ROK Rockwell Automation Inc.3.3K shares-3.73%2026-03-312026-04-30

VCIT Vanguard Intermed Corp Bond Fund ETF14.3K shares6.40%2026-03-312026-04-30

ASML ASML Holding NV ADR895 shares103.87%2026-03-312026-04-30

CSX CSX Corp.28.8K shares2.35%2026-03-312026-04-30

CGUS Cap Grp Core Eq/shs Creation Ut30.5K shares25.67%2026-03-312026-04-30

HSY The Hershey Company5.6K shares-1.65%2026-03-312026-04-30

IEF IShares Tr Barclay 7-10 Year Treas Index Fd12.0K shares11.25%2026-03-312026-04-30

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PSX Phillips 666.3K shares-1.53%2026-03-312026-04-30

OTIS Otis Worldwide Corporation14.9K shares-7.23%2026-03-312026-04-30

BBUS J.p. Morgan Exchange-traded Fund Trust9.8K shares3.25%2026-03-312026-04-30

JMST JPMorgan Ultra-Short Municipal Income ETF22.4K shares-1.80%2026-03-312026-04-30

DGRO iShares Core Dividend Growth16.0K shares4.40%2026-03-312026-04-30

VOOG Vanguard S&P 500 Growth ETF2.7K shares0.00%2026-03-312026-04-30

TGT Target Corp.9.2K shares13.09%2026-03-312026-04-30

CRM Salesforce.com Inc6.0K shares-7.60%2026-03-312026-04-30

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SCHW Charles Schwab Corp.11.7K shares110.31%2026-03-312026-04-30

XLE Select Sector SPDR Tr Energy18.0K shares8.98%2026-03-312026-04-30

XLI Select Sector SPDR TR INDL6.8K shares6.08%2026-03-312026-04-30

DGRW WisdomTree US Quality Dividend Gr ETF12.5K shares-23.86%2026-03-312026-04-30

MTUM iShares MSCI USA Momentum Factor ETF4.5K shares-5.44%2026-03-312026-04-30

AVY Avery Dennison Corp.6.3K shares-0.57%2026-03-312026-04-30

BUFZ First Trust Exchange-traded Fund Viii40.5K shares7.90%2026-03-312026-04-30

FLMI Franklin Liberty Intermediate Muni Oppty ETF43.5K shares92.53%2026-03-312026-04-30

Sponsored

BA Boeing CO.5.4K shares9.44%2026-03-312026-04-30

Linde Plc. Linde Plc.2.1K shares0.70%2026-03-312026-04-30

VLO Valero Energy Corp4.3K shares27.59%2026-03-312026-04-30

BHK Blackrock Core Bond Trust114.9K shares-11.55%2026-03-312026-04-30

DIS Walt Disney Company10.9K shares-7.07%2026-03-312026-04-30

CMI Cummins Inc1.9K shares0.47%2026-03-312026-04-30

FTQI First Trust Exchange-traded Fund Vi50.8K shares2.51%2026-03-312026-04-30

SPAB SPDR Portfolio Aggregate Bond ETF40.5K shares-17.12%2026-03-312026-04-30

Sponsored

AON PLC SHS CL A AON PLC SHS CL A3.2K shares-1.62%2026-03-312026-04-30

COIN Coinbase Global Inc Com Cl A5.9K shares524.03%2026-03-312026-04-30

DHI D. R. Horton Inc.7.5K shares-0.08%2026-03-312026-04-30

CGXU Capital Group Intl Focus Equity Etf34.7K shares0.00%2026-03-312026-04-30

XLC Communication Services Sel Sect SPDR ETF9.2K shares-15.33%2026-03-312026-04-30

SBUX Starbucks corp11.4K shares-3.24%2026-03-312026-04-30

HYMB SPDR Nuveen S&P High Yield Muni Bd ETF40.8K shares-0.90%2026-03-312026-04-30

ADI Analog Devices Inc.3.2K shares-10.72%2026-03-312026-04-30

Sponsored

SPMD SPDR Russell Small Cap Completeness ETF17.0K shares-16.30%2026-03-312026-04-30

AVUS Avantis U.S. Equity ETF9.0K shares0.00%2026-03-312026-04-30

TW Tradeweb Mkts Inc Cl A8.4K shares0.00%2026-03-312026-04-30

NVS Novartis AG ADR6.4K shares1.72%2026-03-312026-04-30

SLYG SPDR S&P 600 Small Cap Growth ETF10.0K shares41.10%2026-03-312026-04-30

SPEM SPDR Index Shares Fds S&P Emerging Market ETF20.7K shares16.44%2026-03-312026-04-30

VTIP Vanguard Short-Term Infl-Prot Secs ETF19.4K shares0.39%2026-03-312026-04-30

Stanley Black & Decker Inc. Stanley Black & Decker Inc.13.5K shares0.16%2026-03-312026-04-30

Sponsored

GSIE Goldman Sachs ActiveBeta Intl Eq ETF22.0K shares-5.65%2026-03-312026-04-30

IJK IShares Tr S&P MidCap 400 Growth Index Fund9.4K shares-0.51%2026-03-312026-04-30

Medtronic PLC Medtronic PLC10.7K shares4.98%2026-03-312026-04-30

WMB Williams Company Inc.12.7K shares-13.66%2026-03-312026-04-30

RSG Republic Svcs Inc4.2K shares-11.32%2026-03-312026-04-30

VRT Vertiv Holdings CO.3.6K shares-14.14%2026-03-312026-04-30

SPYI Neos Etf Tr/neos S&p 500 High I18.5K shares79.92%2026-03-312026-04-30

TLH Ishares Trust Barclays 10-20 Year9.0K shares-0.43%2026-03-312026-04-30

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NET Cloudfare Ince Cl A Com4.4K shares10646.34%2026-03-312026-04-30

INTC Intel Corp.20.5K shares-32.32%2026-03-312026-04-30

VNQ Vanguard Index Tr REIT Viper Shs9.5K shares0.41%2026-03-312026-04-30

EFG IShares EAFE Growth Index Fd8.0K shares61.61%2026-03-312026-04-30

JEPQ J.p. Morgan Exchange-traded Fund Trust16.0K shares-6.94%2026-03-312026-04-30

Seagate Technology Holdings PLC Seagate Technology Holdings PLC2.3K shares-12.86%2026-03-312026-04-30

PFF iShares Trust S & P Pfd Stock Index29.1K shares-1.06%2026-03-312026-04-30

ENB Enbridge Inc.16.3K shares-0.40%2026-03-312026-04-30

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TSM Taiwan Semiconductor Mfg Co LTD ADR2.6K shares8.00%2026-03-312026-04-30

LMBS First Trust Low Duration Oppos ETF17.5K shares-15.33%2026-03-312026-04-30

JBND J.p. Morgan Exchange-traded Fund Trust16.2K shares11.25%2026-03-312026-04-30

JAVA J.p. Morgan Exchange-traded Fund Trust12.1K shares-4.44%2026-03-312026-04-30

MGC Vanguard Mega Cap 300 Index ETF3.7K shares-0.33%2026-03-312026-04-30

IWV IShares Russell 3000 Index Fund2.3K shares0.00%2026-03-312026-04-30

TFC Truist Financial Corp18.7K shares-0.23%2026-03-312026-04-30

XLV SPDR -Health Care5.9K shares-20.47%2026-03-312026-04-30

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GSLC Goldman Sachs ActiveBeta US LgCp Eq ETF6.8K shares-7.23%2026-03-312026-04-30

CGCP Cap Grp Fxd In /core Plus In Etf38.2K shares-1.05%2026-03-312026-04-30

CGBL Capital Group Companies Inc24.6K shares97.91%2026-03-312026-04-30

BK Bank New York Mellon Corp7.1K shares-10.55%2026-03-312026-04-30

HDV IShares High Dividend Equity6.2K shares0.85%2026-03-312026-04-30

FLOT iShares Floating Rate Note16.5K shares-0.16%2026-03-312026-04-30

DFAE Dimensional Etf/emerging Mkts Core24.8K shares0.00%2026-03-312026-04-30

DIA SPDR Dow Jones Indl Average ETF Tr Unit Ser1.8K shares-13.43%2026-03-312026-04-30

Sponsored

MDLZ Mondelez International Inc.14.6K shares7.02%2026-03-312026-04-30

VCLT Vanguard Long Term Corp Bond Idx11.2K shares77.25%2026-03-312026-04-30

TCAF T. Rowe Price Exchangetraded Funds Inc23.5K shares-2.97%2026-03-312026-04-30

CEG Constellation Energy Corporation3.0K shares0.92%2026-03-312026-04-30

TMUS T-Moble US Inc3.9K shares-7.27%2026-03-312026-04-30

SPGM SPDR Portfolio MSCI Global Stock Market ETF10.8K shares-3.94%2026-03-312026-04-30

CGMU Capital Group Fixed Income Etf Trust30.1K shares1.46%2026-03-312026-04-30

PWR Quanta Services Inc.1.5K shares-4.55%2026-03-312026-04-30

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ITA MFC Ishares TR Dow Jones Aerospace3.7K shares-5.74%2026-03-312026-04-30

Arista Networks/sh New Arista Networks/sh New6.5K shares-0.86%2026-03-312026-04-30

SPTL SPDR Barclays Capital Long Term Treasury30.3K shares-10.72%2026-03-312026-04-30

OKE Oneok Inc.8.8K shares-6.86%2026-03-312026-04-30

SPTS SPDR Portfolio Short Term Treasury ETF27.0K shares-15.09%2026-03-312026-04-30

ESGU iShares MSCI USA ESG Optimized ETF5.6K shares-6.61%2026-03-312026-04-30

BAI Blackrock Etf T/Ishares A I Innovat23.8K shares53.64%2026-03-312026-04-30

SLV iShares Silver Trust11.5K shares-10.38%2026-03-312026-04-30

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IEI MFC Ishares Tr Barclays 3-7 Yr Treas Bd Fd6.6K shares1.01%2026-03-312026-04-30

ILCG IShares Tr Large Growth Index8.1K shares-1.32%2026-03-312026-04-30

TOTL SPDR SSGA Active Total Return19.4K shares-0.35%2026-03-312026-04-30

IWN IShares Tr Russell 2000 Value Index Fd4.0K shares-3.12%2026-03-312026-04-30

BIV Vanguard Bond Index Fund Inc Intermediate9.9K shares-42.94%2026-03-312026-04-30

AFL AFLAC Inc.6.9K shares-7.14%2026-03-312026-04-30

IGF IShares S&P Global Infrastructure Index ETF11.3K shares4.37%2026-03-312026-04-30

PAVE Global X U.S. Infrastructure Development ETF14.8K shares9.35%2026-03-312026-04-30

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RDDT Reddit Inc/sh Cl A5.6K shares4.28%2026-03-312026-04-30

SHLD Glb X Funds/glb X Defense Tech Etf10.6K shares229.11%2026-03-312026-04-30

BKNG Booking Holdings Ind176 shares-32.05%2026-03-312026-04-30

LAKK LLC LAKK LLC1 shares0.00%2026-03-312026-04-30

CVS CVS/ Caremark Corp.10.3K shares-3.44%2026-03-312026-04-30

SHEL Royal Dutch Shell PLC Spon ADR7.9K shares-3.90%2026-03-312026-04-30

VGSH Vanguard Short Term Govt Bd Inx12.6K shares508.18%2026-03-312026-04-30

ITW Illinois Tool Works Inc.2.8K shares-2.08%2026-03-312026-04-30

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IXUS iShares Core MSCI Total Intl Stk8.5K shares-1.25%2026-03-312026-04-30

IJJ IShares S&P MidCap 400 Value Index5.5K shares-1.11%2026-03-312026-04-30

CLOX S Portfolios Tr/panagram AAA Clo Etf28.5K shares92.60%2026-03-312026-04-30

SLYV SPDR Series Tr DJ Wilshire Small Cap Val ETF7.7K shares-9.60%2026-03-312026-04-30

AVLV Amern Centy Etf/avantis U S Large C9.0K shares2.75%2026-03-312026-04-30

USB U. S. Bancorp New13.9K shares3.80%2026-03-312026-04-30

PYLD Pimco Etf Tr/Multisector Bd Active27.6K shares-37.71%2026-03-312026-04-30

Marvell Technology Group LTD Com Marvell Technology Group LTD Com7.3K shares213.43%2026-03-312026-04-30

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VSS MFC Vanguard Intl Equity Index FTSE All World4.9K shares-1.81%2026-03-312026-04-30

EVMO Morgan Stanley /Eaton Vance Mtg Opp14.3K shares0.00%2026-03-312026-04-30

YEAR Ab Active Etfs /ultra Short In Etf14.2K shares-17.80%2026-03-312026-04-30

WEC Energy Group Inc WEC Energy Group Inc6.2K shares5.62%2026-03-312026-04-30

MPC Marathon Petroleum Corp.2.9K shares-5.96%2026-03-312026-04-30

Dale Distribution Center LLC Dale Distribution Center LLC1 shares0.00%2026-03-312026-04-30

HYG MFC Ishare High Yield Corp8.9K shares-28.88%2026-03-312026-04-30

RDVI First Trust Exchange-traded Fund Iv26.0K shares-1.88%2026-03-312026-04-30

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SHV Ishares Tr Barclays Short Tre6.4K shares-47.20%2026-03-312026-04-30

ISPY Proshares Tr/s&p 500 High In Etf16.2K shares0.00%2026-03-312026-04-30

EPD Enterprise Products Partners LP18.5K shares-2.63%2026-03-312026-04-30

110 Rio Bravo LLC 110 Rio Bravo LLC1 shares0.00%2026-03-312026-04-30

IGIB IShares Intermediate Credit13.1K shares31.43%2026-03-312026-04-30

BTT BlackRock Municipal Target Term30.7K shares0.00%2026-03-312026-04-30

JIRE J.p. Morgan Exchange-traded Fund Trust9.2K shares-3.94%2026-03-312026-04-30

AVUV Avantis U.S. Small Cap Value Fund ETF6.2K shares2.89%2026-03-312026-04-30

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LITE Lumentum Holdings Inc974 shares2165.12%2026-03-312026-04-30

FENI Fid Covington T/Enhanced Intl ETF18.4K shares2.02%2026-03-312026-04-30

SHOP Shopify Inc.5.7K shares-18.64%2026-03-312026-04-30

GVI Blackrock Institutional Trust Company N.a.6.3K shares0.00%2026-03-312026-04-30

STIP iShares 0-5 Year TIPS Bond ETF6.5K shares-16.05%2026-03-312026-04-30

CGDG Capital Group Companies Inc18.7K shares39.91%2026-03-312026-04-30

HII Huntington Ingalls Inds Inc1.8K shares-0.68%2026-03-312026-04-30

CARR Carrier Global Corporation11.9K shares1.78%2026-03-312026-04-30

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KMB Kimberly Clark Corp.6.9K shares0.86%2026-03-312026-04-30

VSLU Etf Opportuniti/applied Fin Valuati15.9K shares0.00%2026-03-312026-04-30

TBIL F/m U S Treasury 3 Month Bill Fund Etf13.3K shares9.00%2026-03-312026-04-30

VGT MFC Vanguard Information Tech ETF950 shares-1.25%2026-03-312026-04-30

ESGD iShares ESG MSCI EAFE ETF6.8K shares0.00%2026-03-312026-04-30

JPLD J.p. Morgan Exchange-traded Fund Trust12.5K shares32.14%2026-03-312026-04-30

ETR Entergy Corp New5.8K shares5.00%2026-03-312026-04-30

JEPI JP Morgan Exchange-Traded FD Equity Premium11.4K shares274.38%2026-03-312026-04-30

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COPP Sprott Funds Tr/copper Miners Etf14.6K sharesnew addition2026-03-312026-04-30

ORLY O'Reilly Automotive, Inc New6.9K shares-1.56%2026-03-312026-04-30

VPL Vanguard Pacific ETF6.5K shares4.45%2026-03-312026-04-30

RSPT Invesco S&P 500 Equal Weight Tech ETF14.0K shares2.39%2026-03-312026-04-30

FDX FedEx Corp.1.8K shares10.49%2026-03-312026-04-30

Concera Inc Concera Inc2.0K shares-3.25%2026-03-312026-04-30

ISRG Intuitive Surgical Inc.1.4K shares1.72%2026-03-312026-04-30

GLDM SPDR Gold MiniShares New ETF6.7K shares-0.62%2026-03-312026-04-30

Sponsored

MGK Vanguard Mega Cap Growth ETF1.7K shares-1.23%2026-03-312026-04-30

APD Air Products and Chemicals, Inc.2.1K shares-12.57%2026-03-312026-04-30

CHD Church & Dwight CO., Inc.6.6K shares0.00%2026-03-312026-04-30

O Realty Income Corporation10.0K shares2.24%2026-03-312026-04-30

KHPI Managed Portfolio/kensington Hedged P25.3K sharesnew addition2026-03-312026-04-30

FMB First Trust Managed Muni ETF12.1K shares-20.41%2026-03-312026-04-30

KNG CBOE Vest S&P 500 Div Aristocrats Inc ETF11.6K shares-11.46%2026-03-312026-04-30

BUFD First Trust Exchange-traded Fund Viii21.4K shares24.56%2026-03-312026-04-30

Sponsored

Accenture PLC Accenture PLC3.1K shares-22.51%2026-03-312026-04-30

NOW ServiceNow, Inc.5.8K shares35.83%2026-03-312026-04-30

MAR Marriott International Inc. Class A1.8K shares-0.86%2026-03-312026-04-30

QUS SPDR MSCI USA StrategicFactors ETF3.5K shares0.00%2026-03-312026-04-30

VT Vanguard Total World Stock Index ETF4.3K shares17.35%2026-03-312026-04-30

CBOE CBOE Holdings Inc2.1K shares-10.02%2026-03-312026-04-30

PLD ProLogis Inc.4.5K shares-0.60%2026-03-312026-04-30

SNPE DBX ETF Tr - Xtrackers S&P 500 ESG ETF9.9K shares-1.78%2026-03-312026-04-30

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WDC Western Digital Corp.2.2K shares3135.82%2026-03-312026-04-30

IAGG iShares Core International Aggt Bd ETF11.7K shares4.63%2026-03-312026-04-30

HELO J.p. Morgan Exchange-traded Fund Trust9.1K shares0.70%2026-03-312026-04-30

BDX Becton, Dickinson & CO.3.7K shares4.58%2026-03-312026-04-30

ITM Vaneck Vectors AMT-Free Interim Muni ETF12.3K shares0.01%2026-03-312026-04-30

VBR Vanguard Small Cap Value Fund2.6K shares-3.23%2026-03-312026-04-30

CMCSA Comcast Corp New CL A19.9K shares17.41%2026-03-312026-04-30

AMP Ameriprise Financial, Inc.1.3K shares11.81%2026-03-312026-04-30

Sponsored

GIGB Goldman Sachs Access Invest Grade Corp ETF12.4K shares-0.23%2026-03-312026-04-30

SDY SPDR S&P Dividend ETF3.9K shares0.00%2026-03-312026-04-30

HMOP Hartford Funds Exchange-Traded Trust14.5K sharesnew addition2026-03-312026-04-30

PGX Invesco Pfd ETF51.1K shares-5.87%2026-03-312026-04-30

SMB VanEck Vectors AMT-Free Short Muni Index ETF32.1K shares-22.52%2026-03-312026-04-30

BYLD iShares Yield Optimized Bond ETF24.5K sharesnew addition2026-03-312026-04-30

CL Colgate-Palmolive CO.6.5K shares0.11%2026-03-312026-04-30

TLT IShares Tr 20 plus Treas Index FD6.3K shares-15.34%2026-03-312026-04-30

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XBIL Rbb Fd Inc/us Treas 6 Month B Etf11.0K shares0.00%2026-03-312026-04-30

JP Morgan Exchange - Traded FD Betabuilders JP Morgan Exchange - Traded FD Betabuilders5.8K shares3.60%2026-03-312026-04-30

ICVT Ishares Tr Conv Bd ETF5.2K shares-2.71%2026-03-312026-04-30

QGRO American Century U.S. Quality Growth ETF5.2K shares6.67%2026-03-312026-04-30

VPU Vanguard Utilities ETF2.7K shares0.00%2026-03-312026-04-30

GOF Guggenheim Strategic Opportunity49.0K shares15.46%2026-03-312026-04-30

FESM Fid Covington T/enhanced Small Cap14.2K shares-1.19%2026-03-312026-04-30

FIXD First Trust TCWOpportunistic Fxd Inc ETF12.3K shares5.39%2026-03-312026-04-30

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VFLO Victory Portfol/victoryshares Free13.5K shares1.91%2026-03-312026-04-30

PDP Invesco DWA Momentum ETF4.4K shares0.00%2026-03-312026-04-30

KNSL Kinsale Capital Group Inc1.6K shares-0.32%2026-03-312026-04-30

NKE Nike Inc Cl B10.1K shares-0.25%2026-03-312026-04-30

GBIL Goldman Sachs TreasuryAccess 0-1 Yr ETF5.3K shares4.20%2026-03-312026-04-30

PFFD Global X US Preferred ETF28.7K shares-4.01%2026-03-312026-04-30

FTSL First Trust Senior Loan11.8K shares9.88%2026-03-312026-04-30

JP Morgan Betabuilders Japan ETF JP Morgan Betabuilders Japan ETF7.5K shares1.85%2026-03-312026-04-30

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BSCT Invesco Exchange-traded Self-indexed Fund Tru27.8K shares195.73%2026-03-312026-04-30

SHYG Ishares 0-5 Year HY Corp12.2K shares12.92%2026-03-312026-04-30

BSCR Invesco Exchang/bulletshares 2027 C26.2K shares197.78%2026-03-312026-04-30

DFAU Dimensional Etf/us Core Etf11.4K shares0.00%2026-03-312026-04-30

GPIX Goldman Sachs E/s&p 500 Core Prem I9.8K shares267.56%2026-03-312026-04-30

PAYX Paychex Inc.5.6K shares9.97%2026-03-312026-04-30

ECPG Encore Cap Group Inc.7.3K shares0.00%2026-03-312026-04-30

SBR Sabine Royalty Trust6.8K shares0.00%2026-03-312026-04-30

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XME SPDR Ser Tr S&P Metals & Mng E4.7K shares94.38%2026-03-312026-04-30

BABA ALIBABA GROUP HOLDING4.1K shares0.00%2026-03-312026-04-30

AGX Argan Inc/sh Sh939 shares25.03%2026-03-312026-04-30

SYY Sysco Corp.7.2K shares-0.43%2026-03-312026-04-30

VOE Vanguard Index Funds Mid Cap Value Index2.8K shares-4.32%2026-03-312026-04-30

BSMT Invesco BulletShares 2029 Municipal Bond ETF22.1K shares65.31%2026-03-312026-04-30

XEL Xcel Energy Inc.6.4K shares13.74%2026-03-312026-04-30

CWI SPDR Index Shs Fds MSCI ACWI Ex-US ET13.8K shares-1.09%2026-03-312026-04-30

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APP Applovin Corp Com Cl A1.3K shares-8.61%2026-03-312026-04-30

VXF Vanguard Index Funds2.5K shares-13.50%2026-03-312026-04-30

VV Vanguard Large Cap1.7K shares0.00%2026-03-312026-04-30

COF Capital One Financial2.8K shares0.55%2026-03-312026-04-30

FGD First Trust Exchange Traded Fund II Dow Jones15.6K shares-0.08%2026-03-312026-04-30

EMGF iShares FactorSelect Msc ETF8.2K shares363.73%2026-03-312026-04-30

INCM Franklin Templeton Etf Trust17.0K shares0.00%2026-03-312026-04-30

SHY IShares Tr Barclay 1-3 Years5.9K shares-17.93%2026-03-312026-04-30

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VCSH Vanguard Bond ETF6.1K shares-31.71%2026-03-312026-04-30

CGGO Capital Group Global Growth Equity Etf14.5K shares27.75%2026-03-312026-04-30

MMC Marsh & McLennan Cos. Inc.2.8K shares-2.62%2026-03-312026-04-30

BF.A Brown Forman Corp Cl A18.0K shares0.26%2026-03-312026-04-30

PDBC Invesco Optimum Yld Diversified ETF33.2K shares-2.86%2026-03-312026-04-30

CAH Cardinal Health Inc.2.3K shares-0.87%2026-03-312026-04-30

AIRR First Trust Exchange-traded Fund Iii4.3K shares7.12%2026-03-312026-04-30

IEUR IShares Core MSCI Europe ETF6.8K shares2.00%2026-03-312026-04-30

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SPYD SPDR S&P 500 High Dividend ETF10.4K shares-0.10%2026-03-312026-04-30

EEM IShares Tr Emerging Markets Index8.3K shares-0.84%2026-03-312026-04-30

IWO IShares Tr Russell 2000 Growth Index Fd1.5K shares-3.36%2026-03-312026-04-30

SCHM Schwab U.S. Mid-Cap ETF15.1K shares0.00%2026-03-312026-04-30

SCHF Schwab Strategic Tr Intl Equity ETF18.9K shares-7.93%2026-03-312026-04-30

DFAT Diensional ETF Tr Dimnsl US Target Value ETF7.5K shares-1.41%2026-03-312026-04-30

GPIQ Goldman Sachs E/nasdaq-100 Core Pre9.0K shares0.00%2026-03-312026-04-30

GTO Invesco Total Return Bond ETF9.9K shares373.70%2026-03-312026-04-30

Sponsored

MTD Mettler-Toledo International Inc368 shares-1.34%2026-03-312026-04-30

DHR Danaher Corp.2.4K shares-5.29%2026-03-312026-04-30

GILD Gilead Sciences Inc.3.3K shares5.90%2026-03-312026-04-30

QQQI Neos Etf Tr/nasdaq 100 High In Etf9.2K shares32.47%2026-03-312026-04-30

Cigna Corp Cigna Corp1.7K shares-3.89%2026-03-312026-04-30

ARCC Ares Capital Corporation25.1K shares-17.76%2026-03-312026-04-30

APH Amphenol Corp3.6K shares-36.72%2026-03-312026-04-30

HCA HCA Holdings Inc956 shares-0.21%2026-03-312026-04-30

Sponsored

DFAS Dimensional ETF Tr - Dimnstl US Small Cap ETF6.3K shares0.00%2026-03-312026-04-30

PTY PIMCO Corporate Opportunity Fund37.4K shares0.00%2026-03-312026-04-30

XLY Select Sector SPDR TR CNSMR4.1K shares-7.06%2026-03-312026-04-30

DFUV Dimensional Etf/us Marketwide Value9.3K shares0.00%2026-03-312026-04-30

SPMO Invesco S&P 500 Momentum ETF4.0K shares-4.70%2026-03-312026-04-30

AVIV American Century Avantis Intl Large Cap Value6.0K shares0.00%2026-03-312026-04-30

MELI Mercadolibre, Inc.258 shares12.17%2026-03-312026-04-30

PPL PPL Corp.11.6K shares3.01%2026-03-312026-04-30

Sponsored

PRU Prudential Financial4.5K shares-13.67%2026-03-312026-04-30

QQA Invesco Actively Managed Exchange-Traded Fund8.5K shares1.19%2026-03-312026-04-30

PTNQ Pacer Trendpilot 100 ETF6.1K shares0.00%2026-03-312026-04-30

MET MetLife Inc.6.2K shares-7.46%2026-03-312026-04-30

THRO Blackrock ETF T/future U S Themes E12.1K shares6.28%2026-03-312026-04-30

MOAT VanEck Vectors Morningstar Wide Moat ETF4.5K shares-25.68%2026-03-312026-04-30

UCON First Trust TCW Unconstrained Plus Bond ETF17.7K shares34.55%2026-03-312026-04-30

SPSB SPDR Barclays Capital Short Term Corp Bd14.5K shares-2.81%2026-03-312026-04-30

Sponsored

XYLD Global X S&P 500 Covered Call ETF10.7K shares-0.06%2026-03-312026-04-30

CTVA Corteva Inc5.2K shares-2.44%2026-03-312026-04-30

ESGE iShares ESG MSCI EM ETF9.5K shares-13.09%2026-03-312026-04-30

Shelton Funds/shelton Equity In F Shelton Funds/shelton Equity In F24.8K sharesnew addition2026-03-312026-04-30

SPDR Bloomberg Barclays High Yiedl ETF SPDR Bloomberg Barclays High Yiedl ETF4.5K shares-1.53%2026-03-312026-04-30

BSCU Invesco Exchange-traded Self-indexed Fund Tru25.5K shares312.48%2026-03-312026-04-30

LVHI Legg Mason Etf/franklin Intl Low V10.5K shares10.91%2026-03-312026-04-30

IJT IShares Tr S&P SmallCap 600 Growth Index Fund2.9K shares-1.44%2026-03-312026-04-30

Sponsored

WSM Williams Sonoma Inc.2.3K shares18.22%2026-03-312026-04-30

TFI SPDR Nuveen Barclays Muni Bd ETF9.4K shares-2.29%2026-03-312026-04-30

STT State Street Corp.3.4K shares0.06%2026-03-312026-04-30

LECO Lincoln Electric Holdings Inc.1.7K shares-2.86%2026-03-312026-04-30

AAPL

Apple Inc.

-1.53%

Shares135.2K

Event2026-03-31

Filed2026-04-30

MSFT

Microsoft Corp.

-2.34%

Shares72.0K

Event2026-03-31

Filed2026-04-30

SPY

SPDR S&P 500 ETF

2.28%

Shares34.0K

Event2026-03-31

Filed2026-04-30

NVDA

Nvidia Corp

-3.22%

Shares124.8K

Event2026-03-31

Filed2026-04-30

ALPHABET INC CLASS A

-5.38%

Shares61.3K

Event2026-03-31

Filed2026-04-30

AMZN

Amazon.Com

1.23%

Shares78.2K

Event2026-03-31

Filed2026-04-30

IVV

IShares S&P 500 Index Fd

3.26%

Shares22.1K

Event2026-03-31

Filed2026-04-30

Broadcom Inc

-4.00%

Shares45.1K

Event2026-03-31

Filed2026-04-30

Invesco QQQ Trust

-1.17%

Shares20.0K

Event2026-03-31

Filed2026-04-30

ALPHABET INC CLASS C

1.68%

Shares38.3K

Event2026-03-31

Filed2026-04-30

JPM

J P Morgan Chase & CO.

0.79%

Shares37.0K

Event2026-03-31

Filed2026-04-30

Vanguard Index Funds S&P 500 ETF

-3.17%

Shares17.7K

Event2026-03-31

Filed2026-04-30

JNJ

Johnson & Johnson

-2.49%

Shares38.4K

Event2026-03-31

Filed2026-04-30

XOM

Exxon Mobil Corp

-4.21%

Shares51.1K

Event2026-03-31

Filed2026-04-30

ABBV

AbbVie, Inc.

-0.97%

Shares38.5K

Event2026-03-31

Filed2026-04-30

3041 University Ave LLC

0.00%

Shares1

Event2026-03-31

Filed2026-04-30

LLY

Eli Lilly & CO.

-1.27%

Shares8.8K

Event2026-03-31

Filed2026-04-30

VTI

Vanguard Total Stock Market ETF

-15.98%

Shares24.9K

Event2026-03-31

Filed2026-04-30

SPYG

SPDR S&P 500 Growth ETF

0.39%

Shares80.7K

Event2026-03-31

Filed2026-04-30

CVX

Chevron Corporation

0.83%

Shares33.4K

Event2026-03-31

Filed2026-04-30

IEFA

IShares Core MSCI EAFE

2.70%

Shares75.0K

Event2026-03-31

Filed2026-04-30

RTX

Raytheon Technology Corp

-0.16%

Shares34.8K

Event2026-03-31

Filed2026-04-30

WMT

Wal-Mart Stores Inc.

-2.51%

Shares49.6K

Event2026-03-31

Filed2026-04-30

Berkshire Hathaway Inc DE Cl B New

-0.31%

Shares12.8K

Event2026-03-31

Filed2026-04-30