Sponsored

The Analysis of Raab & Moskowitz Asset Management LLC's Holdings & P&L

Currently, Raab & Moskowitz Asset Management LLC holds 187 types of securities in its portfolio with a total value $449.6M. In the most recent quarter, they have increased their positions in VYMI (+39.3K shares, valued at $3.7M), PULS (+29.8K shares, valued at $1.5M), SCHD (+45.8K shares, valued at $1.4M); decreased their positions in MAR (-3.7K shares, valued at $1.2M), EWJ (-11.9K shares, valued at $1.0M), ASML (-746 shares, valued at $985.3K); initiated new positions in MPC (+900 shares, valued at $219.8K), FCX (+3.5K shares, valued at $206.7K).

1M P&L

+8.8M+2.07%

3M P&L

-126.4M-22.52%

HY P&L

-108.4M-19.95%

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/A182.5M

45.6%

2Consumer Electronics22.4M

5.6%

3Discount Stores22.3M

5.6%

Top Industries by Stock Count

1N/A81 stocks

46.6%

2Drug Manufacturers - General9 stocks

5.2%

3Semiconductors4 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS67.7K shares1.71%2026-03-312026-05-21

AAPL APPLE INC79.2K shares-3.86%2026-03-312026-05-21

MGK VANGUARD WORLD FD44.9K shares-3.40%2026-03-312026-05-21

TJX TJX COS INC NEW94.4K shares-5.20%2026-03-312026-05-21

COST COSTCO WHOLESALE CORPORATION14.0K shares-0.45%2026-03-312026-05-21

VYM VANGUARD WHITEHALL FDS88.6K shares9.38%2026-03-312026-05-21

MSFT MICROSOFT CORP33.1K shares0.46%2026-03-312026-05-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL24.8K shares-1.01%2026-03-312026-05-21

Sponsored

PWR QUANTA SVCS INC21.1K shares-5.05%2026-03-312026-05-21

DVY ISHARES TR74.2K shares13.62%2026-03-312026-05-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T58.3K shares-0.65%2026-03-312026-05-21

WMT WALMART INC89.8K shares-1.43%2026-03-312026-05-21

VTV VANGUARD INDEX FDS53.1K shares0.63%2026-03-312026-05-21

ALPHABET INC ALPHABET INC31.9K shares-6.89%2026-03-312026-05-21

AMZN AMAZON COM INC37.3K shares-6.12%2026-03-312026-05-21

VIG VANGUARD SPECIALIZED FUNDS32.8K shares-4.23%2026-03-312026-05-21

Sponsored

PULS PGIM ETF TR132.2K shares29.09%2026-03-312026-05-21

PFE PFIZER INC232.2K shares-3.62%2026-03-312026-05-21

VGT VANGUARD WORLD FD9.1K shares-3.34%2026-03-312026-05-21

MERCK & CO INC MERCK & CO INC52.7K shares0.84%2026-03-312026-05-21

VYMI VANGUARD WHITEHALL FDS66.6K shares144.31%2026-03-312026-05-21

PEP PEPSICO INC40.0K shares-3.03%2026-03-312026-05-21

JNJ JOHNSON & JOHNSON23.2K shares-3.47%2026-03-312026-05-21

ABBV ABBVIE INC25.8K shares-2.27%2026-03-312026-05-21

Sponsored

JPM JPMORGAN CHASE & CO18.6K shares5.14%2026-03-312026-05-21

IVV ISHARES TR7.2K shares-4.36%2026-03-312026-05-21

SCHD SCHWAB STRATEGIC TR146.8K shares45.39%2026-03-312026-05-21

XOM EXXON MOBIL CORP24.0K shares-0.58%2026-03-312026-05-21

PHO INVESCO EXCHANGE TRADED FD T57.8K shares-2.03%2026-03-312026-05-21

CVX CHEVRON CORPORATION17.6K shares1.30%2026-03-312026-05-21

BAC BANK AMERICA CORP74.1K shares-12.08%2026-03-312026-05-21

BROADCOM INC BROADCOM INC11.4K shares-6.16%2026-03-312026-05-21

Sponsored

VUG VANGUARD INDEX FDS8.0K shares-0.63%2026-03-312026-05-21

MCD MCDONALDS CORP10.7K shares0.23%2026-03-312026-05-21

FIW FIRST TR EXCHANGE-TRADED FD32.2K shares-2.55%2026-03-312026-05-21

SPY STATE STR SPDR S&P 500 ETF T5.1K shares-4.94%2026-03-312026-05-21

INVESCO QQQ TR INVESCO QQQ TR5.5K shares1.28%2026-03-312026-05-21

VXUS VANGUARD STAR FDS41.2K shares37.21%2026-03-312026-05-21

SPYV SPDR SERIES TRUST53.9K shares-0.93%2026-03-312026-05-21

HD HOME DEPOT INC9.2K shares-1.12%2026-03-312026-05-21

Sponsored

V VISA INC9.7K shares-0.59%2026-03-312026-05-21

VHT VANGUARD WORLD FD10.7K shares-1.72%2026-03-312026-05-21

KNG FIRST TR EXCHANGE-TRADED FD59.2K shares6.28%2026-03-312026-05-21

VZ VERIZON COMMUNICATIONS INC56.6K shares-5.99%2026-03-312026-05-21

WM WASTE MGMT INC DEL12.0K shares2.47%2026-03-312026-05-21

PM PHILIP MORRIS INTL INC16.5K shares0.27%2026-03-312026-05-21

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL6.5K shares-1.80%2026-03-312026-05-21

VPU VANGUARD WORLD FD12.4K shares-4.71%2026-03-312026-05-21

Sponsored

KO COCA COLA CO31.9K shares-1.57%2026-03-312026-05-21

QUAL ISHARES TR12.2K shares-1.25%2026-03-312026-05-21

SPTM SPDR SERIES TRUST29.5K shares-2.49%2026-03-312026-05-21

PNC PNC FINL SVCS GROUP INC11.2K shares-3.74%2026-03-312026-05-21

PG PROCTER & GAMBLE CO15.4K shares12.76%2026-03-312026-05-21

HON HONEYWELL INTL INC9.4K shares-3.97%2026-03-312026-05-21

AXP AMERICAN EXPRESS CO6.8K shares-0.34%2026-03-312026-05-21

VANGUARD INDEX FDS VANGUARD INDEX FDS3.4K shares-4.54%2026-03-312026-05-21

Sponsored

VFH VANGUARD WORLD FD16.5K shares-1.46%2026-03-312026-05-21

SPYG SPDR SERIES TRUST20.3K shares-1.71%2026-03-312026-05-21

BA BOEING CO9.9K shares-6.23%2026-03-312026-05-21

SPYM SPDR SERIES TRUST25.6K shares-1.82%2026-03-312026-05-21

LNG CHENIERE ENERGY INC6.9K shares-3.16%2026-03-312026-05-21

UNH UNITEDHEALTH GROUP INC6.9K shares-0.50%2026-03-312026-05-21

IWF ISHARES TR4.1K shares-1.19%2026-03-312026-05-21

MDLZ MONDELEZ INTL INC29.9K shares4.58%2026-03-312026-05-21

Sponsored

LLY ELI LILLY & CO1.9K shares-26.85%2026-03-312026-05-21

FTGC FIRST TR EXCHANGE TRAD FD VI58.7K shares-1.14%2026-03-312026-05-21

MAR MARRIOTT INTL INC NEW4.9K shares-42.70%2026-03-312026-05-21

ABT ABBOTT LABORATORIES15.5K shares-0.42%2026-03-312026-05-21

DIA STATE STR SPDR DOW JONES IND3.3K shares-0.69%2026-03-312026-05-21

IQLT ISHARES TR32.9K shares3.03%2026-03-312026-05-21

ALPHABET INC ALPHABET INC5.2K shares-2.94%2026-03-312026-05-21

DGRW WISDOMTREE TR15.7K shares-6.67%2026-03-312026-05-21

Sponsored

AMD ADVANCED MICRO DEVICES INC6.7K shares-24.75%2026-03-312026-05-21

PAAA PGIM ETF TR26.1K shares0.02%2026-03-312026-05-21

RTX RTX CORPORATION6.8K shares-1.08%2026-03-312026-05-21

ITA ISHARES TR6.0K shares-8.53%2026-03-312026-05-21

LMBS FIRST TR EXCHANGE-TRADED FD26.4K shares1.87%2026-03-312026-05-21

XLK SELECT SECTOR SPDR TR9.2K shares-3.87%2026-03-312026-05-21

NEE NEXTERA ENERGY INC13.1K shares-0.19%2026-03-312026-05-21

VIK VIKING HOLDINGS LTD15.9K shares-3.90%2026-03-312026-05-21

Sponsored

SDY SPDR SERIES TRUST7.9K shares0.09%2026-03-312026-05-21

GS GOLDMAN SACHS GROUP INC1.4K shares-3.96%2026-03-312026-05-21

CAT CATERPILLAR INC1.6K shares-4.51%2026-03-312026-05-21

ADSK AUTODESK INC4.6K shares0.00%2026-03-312026-05-21

ALPS ETF TR ALPS ETF TR20.2K shares25.22%2026-03-312026-05-21

RDVI FIRST TR EXCHANGE-TRADED FD41.0K shares10.65%2026-03-312026-05-21

VDE VANGUARD WORLD FD6.0K shares18.21%2026-03-312026-05-21

NFLX NETFLIX INC.10.6K shares0.00%2026-03-312026-05-21

Sponsored

BMY BRISTOL-MYERS SQUIBB CO16.6K shares-13.47%2026-03-312026-05-21

LYV LIVE NATION ENTERTAINMENT IN6.4K shares-42.74%2026-03-312026-05-21

CRM SALESFORCE INC5.1K shares-22.76%2026-03-312026-05-21

USMV ISHARES TR10.1K shares1.67%2026-03-312026-05-21

CSX CSX CORP22.6K shares-0.21%2026-03-312026-05-21

LMT LOCKHEED MARTIN CORP1.5K shares0.07%2026-03-312026-05-21

DIS DISNEY WALT CO9.2K shares-22.79%2026-03-312026-05-21

DGRO ISHARES TR12.3K shares-0.21%2026-03-312026-05-21

Sponsored

MO ALTRIA GROUP INC13.1K shares-3.33%2026-03-312026-05-21

LHX L3HARRIS TECHNOLOGIES INC2.5K shares0.00%2026-03-312026-05-21

NVDA NVIDIA CORPORATION4.9K shares17.54%2026-03-312026-05-21

SPYD SPDR SERIES TRUST18.7K shares-0.54%2026-03-312026-05-21

MGV VANGUARD WORLD FD5.6K shares-1.02%2026-03-312026-05-21

MET METLIFE INC11.3K shares-4.90%2026-03-312026-05-21

IBTG ISHARES TR33.4K shares79.98%2026-03-312026-05-21

VNQ VANGUARD INDEX FDS8.6K shares2.02%2026-03-312026-05-21

Sponsored

VRTX VERTEX PHARMACEUTICALS INC1.7K shares0.00%2026-03-312026-05-21

MS MORGAN STANLEY4.5K shares-39.81%2026-03-312026-05-21

VGSH VANGUARD SCOTTSDALE FDS12.5K shares11.60%2026-03-312026-05-21

PEG PUBLIC SVC ENTERPRISE GROUP9.0K shares1.21%2026-03-312026-05-21

CMCSA COMCAST CORP NEW25.2K shares-7.63%2026-03-312026-05-21

ICE INTERCONTINENTAL EXCHANGE IN4.5K shares-0.70%2026-03-312026-05-21

NKE NIKE INC13.4K shares-7.77%2026-03-312026-05-21

UNILEVER PLC UNILEVER PLC12.0K shares0.00%2026-03-312026-05-21

Sponsored

IGV ISHARES TR8.2K shares-58.58%2026-03-312026-05-21

EUAD SPINNAKER ETF SERIES16.0K shares6.11%2026-03-312026-05-21

BINC BLACKROCK ETF TRUST II12.1K shares5.42%2026-03-312026-05-21

IWM ISHARES TR2.5K shares-0.69%2026-03-312026-05-21

RAVI FLEXSHARES TR8.1K shares2.42%2026-03-312026-05-21

VDC VANGUARD WORLD FD2.6K shares-4.38%2026-03-312026-05-21

NUE NUCOR CORP3.5K shares0.00%2026-03-312026-05-21

GILD GILEAD SCIENCES INC4.1K shares-1.50%2026-03-312026-05-21

Sponsored

LGLV SPDR SERIES TRUST3.2K shares0.34%2026-03-312026-05-21

EWJ ISHARES INC6.6K shares-64.11%2026-03-312026-05-21

ASML ASML HLDG NV424 shares-63.76%2026-03-312026-05-21

TSLA TESLA INC1.5K shares0.00%2026-03-312026-05-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.2K shares53.39%2026-03-312026-05-21

ED CONSOLIDATED EDISON INC4.9K shares1.62%2026-03-312026-05-21

T AT&T INC19.0K shares-3.05%2026-03-312026-05-21

MA MASTERCARD INCORPORATED1.1K shares0.09%2026-03-312026-05-21

Sponsored

UNP UNION PAC CORP2.3K shares0.00%2026-03-312026-05-21

IBTH ISHARES TR24.1K shares69.31%2026-03-312026-05-21

SHY ISHARES TR6.3K shares-1.16%2026-03-312026-05-21

IVW ISHARES TR4.6K shares-4.22%2026-03-312026-05-21

QCJL FIRST TR EXCHNG TRADED FD VI21.5K shares-8.51%2026-03-312026-05-21

NSC NORFOLK SOUTHN CORP1.7K shares0.00%2026-03-312026-05-21

DGX QUEST DIAGNOSTICS INC2.4K shares0.00%2026-03-312026-05-21

GLD SPDR GOLD TR1.1K shares-10.46%2026-03-312026-05-21

Sponsored

DNL WISDOMTREE TR11.4K shares7.04%2026-03-312026-05-21

META META PLATFORMS INC787 shares-0.76%2026-03-312026-05-21

SNY SANOFI SA9.3K shares1.36%2026-03-312026-05-21

XLF SELECT SECTOR SPDR TR8.9K shares-18.69%2026-03-312026-05-21

XLE SELECT SECTOR SPDR TR7.1K shares-5.97%2026-03-312026-05-21

GOLDMAN SACHS ETF TR GOLDMAN SACHS ETF TR19.4K shares-13.27%2026-03-312026-05-21

TE CONNECTIVITY PLC TE CONNECTIVITY PLC2.1K shares0.00%2026-03-312026-05-21

UPS UNITED PARCEL SVCS INC4.4K shares-9.52%2026-03-312026-05-21

Sponsored

QCOM QUALCOMM INC3.2K shares-2.99%2026-03-312026-05-21

PRU PRUDENTIAL FINL INC4.3K shares-6.77%2026-03-312026-05-21

IBM INTERNATIONAL BUSINESS MACHS1.7K shares-1.57%2026-03-312026-05-21

SBUX STARBUCKS CORP4.6K shares-3.01%2026-03-312026-05-21

SHEL SHELL PLC4.3K shares0.00%2026-03-312026-05-21

VCIT VANGUARD SCOTTSDALE FDS4.8K shares35.73%2026-03-312026-05-21

CSCO CISCO SYS INC5.1K shares-7.80%2026-03-312026-05-21

VIS VANGUARD WORLD FD1.3K shares-0.08%2026-03-312026-05-21

Sponsored

EPD ENTERPRISE PRODS PARTNERS L10.2K shares-1.39%2026-03-312026-05-21

VCSH VANGUARD SCOTTSDALE FDS4.8K shares-0.60%2026-03-312026-05-21

BA-PA BOEING CO5.8K shares-15.40%2026-03-312026-05-21

GE AEROSPACE GE AEROSPACE1.3K shares0.08%2026-03-312026-05-21

NOBL PROSHARES TR3.3K shares0.00%2026-03-312026-05-21

GEV GE VERNOVA INC403 shares0.00%2026-03-312026-05-21

IVE ISHARES TR1.6K shares-1.74%2026-03-312026-05-21

XLV SELECT SECTOR SPDR TR2.3K shares-17.55%2026-03-312026-05-21

Sponsored

IHE ISHARES TR3.8K shares-7.20%2026-03-312026-05-21

DE DEERE & CO556 shares-2.46%2026-03-312026-05-21

ORCL ORACLE CORP2.1K shares-1.56%2026-03-312026-05-21

ROIV ROIVANT SCIENCES LTD11.0K shares0.00%2026-03-312026-05-21

VEA VANGUARD TAX-MANAGED FDS4.7K shares12.43%2026-03-312026-05-21

SCHW SCHWAB CHARLES CORP3.2K shares0.00%2026-03-312026-05-21

IBTI ISHARES TR13.2K shares35.98%2026-03-312026-05-21

JCI JOHNSON CONTROLS INTERNATION2.2K shares0.00%2026-03-312026-05-21

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC833 shares-73.16%2026-03-312026-05-21

INDA ISHARES TR6.0K shares-57.39%2026-03-312026-05-21

IWD ISHARES TR1.3K shares0.00%2026-03-312026-05-21

MMM 3M CO1.9K shares-3.87%2026-03-312026-05-21

AMGN AMGEN INC757 shares-10.73%2026-03-312026-05-21

ITOT ISHARES TR1.9K shares-5.66%2026-03-312026-05-21

RSPT INVESCO EXCHANGE TRADED FD T5.6K shares12.23%2026-03-312026-05-21

PLTR PALANTIR TECHNOLOGIES INC1.7K shares-22.23%2026-03-312026-05-21

Sponsored

AGG ISHARES TR2.4K shares-0.16%2026-03-312026-05-21

CB CHUBB LTD SWITZ734 shares0.00%2026-03-312026-05-21

IONS IONIS PHARMACEUTICALS INC3.1K shares0.00%2026-03-312026-05-21

PFF ISHARES TR7.5K shares-22.70%2026-03-312026-05-21

XLP SELECT SECTOR SPDR TR2.7K shares-2.67%2026-03-312026-05-21

VO VANGUARD INDEX FDS769 shares0.00%2026-03-312026-05-21

MPC MARATHON PETE CORP900 sharesnew addition2026-03-312026-05-21

IXUS ISHARES TR2.5K shares2.70%2026-03-312026-05-21

Sponsored

FCX FREEPORT MCMORAN INC3.5K sharesnew addition2026-03-312026-05-21

IAG IAMGOLD CORP10.9K shares0.00%2026-03-312026-05-21

EWW ISHARES INC2.7K shares-60.06%2026-03-312026-05-21

VTI

VANGUARD INDEX FDS

1.71%

Shares67.7K

Event2026-03-31

Filed2026-05-21

AAPL

APPLE INC

-3.86%

Shares79.2K

Event2026-03-31

Filed2026-05-21

MGK

VANGUARD WORLD FD

-3.40%

Shares44.9K

Event2026-03-31

Filed2026-05-21

TJX

TJX COS INC NEW

-5.20%

Shares94.4K

Event2026-03-31

Filed2026-05-21

COST

COSTCO WHOLESALE CORPORATION

-0.45%

Shares14.0K

Event2026-03-31

Filed2026-05-21

VYM

VANGUARD WHITEHALL FDS

9.38%

Shares88.6K

Event2026-03-31

Filed2026-05-21

MSFT

MICROSOFT CORP

0.46%

Shares33.1K

Event2026-03-31

Filed2026-05-21

BERKSHIRE HATHAWAY INC DEL

-1.01%

Shares24.8K

Event2026-03-31

Filed2026-05-21

PWR

QUANTA SVCS INC

-5.05%

Shares21.1K

Event2026-03-31

Filed2026-05-21

DVY

ISHARES TR

13.62%

Shares74.2K

Event2026-03-31

Filed2026-05-21

INVESCO EXCHANGE TRADED FD T

-0.65%

Shares58.3K

Event2026-03-31

Filed2026-05-21

WMT

WALMART INC

-1.43%

Shares89.8K

Event2026-03-31

Filed2026-05-21

VTV

VANGUARD INDEX FDS

0.63%

Shares53.1K

Event2026-03-31

Filed2026-05-21

ALPHABET INC

-6.89%

Shares31.9K

Event2026-03-31

Filed2026-05-21

AMZN

AMAZON COM INC

-6.12%

Shares37.3K

Event2026-03-31

Filed2026-05-21

VIG

VANGUARD SPECIALIZED FUNDS

-4.23%

Shares32.8K

Event2026-03-31

Filed2026-05-21

PULS

PGIM ETF TR

29.09%

Shares132.2K

Event2026-03-31

Filed2026-05-21

PFE

PFIZER INC

-3.62%

Shares232.2K

Event2026-03-31

Filed2026-05-21

VGT

VANGUARD WORLD FD

-3.34%

Shares9.1K

Event2026-03-31

Filed2026-05-21

MERCK & CO INC

0.84%

Shares52.7K

Event2026-03-31

Filed2026-05-21

VYMI

VANGUARD WHITEHALL FDS

144.31%

Shares66.6K

Event2026-03-31

Filed2026-05-21

PEP

PEPSICO INC

-3.03%

Shares40.0K

Event2026-03-31

Filed2026-05-21

JNJ

JOHNSON & JOHNSON

-3.47%

Shares23.2K

Event2026-03-31

Filed2026-05-21

ABBV

ABBVIE INC

-2.27%

Shares25.8K

Event2026-03-31

Filed2026-05-21

JPM

JPMORGAN CHASE & CO

5.14%

Shares18.6K

Event2026-03-31

Filed2026-05-21

IVV

ISHARES TR

-4.36%

Shares7.2K

Event2026-03-31

Filed2026-05-21

SCHD

SCHWAB STRATEGIC TR

45.39%

Shares146.8K

Event2026-03-31

Filed2026-05-21

XOM

EXXON MOBIL CORP

-0.58%

Shares24.0K

Event2026-03-31

Filed2026-05-21

PHO

INVESCO EXCHANGE TRADED FD T

-2.03%

Shares57.8K

Event2026-03-31

Filed2026-05-21

CVX

CHEVRON CORPORATION

1.30%

Shares17.6K

Event2026-03-31

Filed2026-05-21

BAC

BANK AMERICA CORP

-12.08%

Shares74.1K

Event2026-03-31

Filed2026-05-21

BROADCOM INC

-6.16%

Shares11.4K

Event2026-03-31

Filed2026-05-21

VUG

VANGUARD INDEX FDS

-0.63%

Shares8.0K

Event2026-03-31

Filed2026-05-21

MCD

MCDONALDS CORP

0.23%

Shares10.7K

Event2026-03-31

Filed2026-05-21

FIW

FIRST TR EXCHANGE-TRADED FD

-2.55%

Shares32.2K

Event2026-03-31

Filed2026-05-21

SPY

STATE STR SPDR S&P 500 ETF T

-4.94%

Shares5.1K

Event2026-03-31

Filed2026-05-21

INVESCO QQQ TR

1.28%

Shares5.5K

Event2026-03-31

Filed2026-05-21

VXUS

VANGUARD STAR FDS

37.21%

Shares41.2K

Event2026-03-31

Filed2026-05-21

SPYV

SPDR SERIES TRUST

-0.93%

Shares53.9K

Event2026-03-31

Filed2026-05-21

HOME DEPOT INC

-1.12%

Shares9.2K

Event2026-03-31

Filed2026-05-21

VISA INC

-0.59%

Shares9.7K

Event2026-03-31

Filed2026-05-21

VHT

VANGUARD WORLD FD

-1.72%

Shares10.7K

Event2026-03-31

Filed2026-05-21

KNG

FIRST TR EXCHANGE-TRADED FD

6.28%

Shares59.2K

Event2026-03-31

Filed2026-05-21

VERIZON COMMUNICATIONS INC

-5.99%

Shares56.6K

Event2026-03-31

Filed2026-05-21

WASTE MGMT INC DEL

2.47%

Shares12.0K

Event2026-03-31

Filed2026-05-21

PHILIP MORRIS INTL INC

0.27%

Shares16.5K

Event2026-03-31

Filed2026-05-21

SEAGATE TECHNOLOGY HLDNGS PL

-1.80%

Shares6.5K

Event2026-03-31

Filed2026-05-21

VPU

VANGUARD WORLD FD

-4.71%

Shares12.4K

Event2026-03-31

Filed2026-05-21

COCA COLA CO

-1.57%

Shares31.9K

Event2026-03-31

Filed2026-05-21

QUAL

ISHARES TR

-1.25%

Shares12.2K

Event2026-03-31

Filed2026-05-21

SPTM

SPDR SERIES TRUST

-2.49%

Shares29.5K

Event2026-03-31

Filed2026-05-21

PNC

PNC FINL SVCS GROUP INC

-3.74%

Shares11.2K

Event2026-03-31

Filed2026-05-21

PROCTER & GAMBLE CO

12.76%

Shares15.4K

Event2026-03-31

Filed2026-05-21

HON

HONEYWELL INTL INC

-3.97%

Shares9.4K

Event2026-03-31

Filed2026-05-21

AXP

AMERICAN EXPRESS CO

-0.34%

Shares6.8K

Event2026-03-31

Filed2026-05-21

VANGUARD INDEX FDS

-4.54%

Shares3.4K

Event2026-03-31

Filed2026-05-21

VFH

VANGUARD WORLD FD

-1.46%

Shares16.5K

Event2026-03-31

Filed2026-05-21

SPYG

SPDR SERIES TRUST

-1.71%

Shares20.3K

Event2026-03-31

Filed2026-05-21

BOEING CO

-6.23%

Shares9.9K

Event2026-03-31

Filed2026-05-21

SPYM

SPDR SERIES TRUST

-1.82%

Shares25.6K

Event2026-03-31

Filed2026-05-21

LNG

CHENIERE ENERGY INC

-3.16%

Shares6.9K

Event2026-03-31

Filed2026-05-21

UNH

UNITEDHEALTH GROUP INC

-0.50%

Shares6.9K

Event2026-03-31

Filed2026-05-21

IWF

ISHARES TR

-1.19%

Shares4.1K

Event2026-03-31

Filed2026-05-21

MDLZ

MONDELEZ INTL INC

4.58%

Shares29.9K

Event2026-03-31

Filed2026-05-21

LLY

ELI LILLY & CO

-26.85%

Shares1.9K

Event2026-03-31

Filed2026-05-21

FTGC

FIRST TR EXCHANGE TRAD FD VI

-1.14%

Shares58.7K

Event2026-03-31

Filed2026-05-21

MAR

MARRIOTT INTL INC NEW

-42.70%

Shares4.9K

Event2026-03-31

Filed2026-05-21

ABT

ABBOTT LABORATORIES

-0.42%

Shares15.5K

Event2026-03-31

Filed2026-05-21

DIA

STATE STR SPDR DOW JONES IND

-0.69%

Shares3.3K

Event2026-03-31

Filed2026-05-21

IQLT

ISHARES TR

3.03%

Shares32.9K

Event2026-03-31

Filed2026-05-21

ALPHABET INC

-2.94%

Shares5.2K

Event2026-03-31

Filed2026-05-21

DGRW

WISDOMTREE TR

-6.67%

Shares15.7K

Event2026-03-31

Filed2026-05-21

AMD

ADVANCED MICRO DEVICES INC

-24.75%

Shares6.7K

Event2026-03-31

Filed2026-05-21

PAAA

PGIM ETF TR

0.02%

Shares26.1K

Event2026-03-31

Filed2026-05-21

RTX

RTX CORPORATION

-1.08%

Shares6.8K

Event2026-03-31

Filed2026-05-21

ITA

ISHARES TR

-8.53%

Shares6.0K

Event2026-03-31

Filed2026-05-21

LMBS

FIRST TR EXCHANGE-TRADED FD

1.87%

Shares26.4K

Event2026-03-31

Filed2026-05-21

XLK

SELECT SECTOR SPDR TR

-3.87%

Shares9.2K

Event2026-03-31

Filed2026-05-21

NEE

NEXTERA ENERGY INC

-0.19%

Shares13.1K

Event2026-03-31

Filed2026-05-21

VIK

VIKING HOLDINGS LTD

-3.90%

Shares15.9K

Event2026-03-31

Filed2026-05-21

SDY

SPDR SERIES TRUST

0.09%

Shares7.9K

Event2026-03-31

Filed2026-05-21

GOLDMAN SACHS GROUP INC

-3.96%

Shares1.4K

Event2026-03-31

Filed2026-05-21

CAT

CATERPILLAR INC

-4.51%

Shares1.6K

Event2026-03-31

Filed2026-05-21

ADSK

AUTODESK INC

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-21

ALPS ETF TR

25.22%

Shares20.2K

Event2026-03-31

Filed2026-05-21

RDVI

FIRST TR EXCHANGE-TRADED FD

10.65%

Shares41.0K

Event2026-03-31

Filed2026-05-21

VDE

VANGUARD WORLD FD

18.21%

Shares6.0K

Event2026-03-31

Filed2026-05-21

NFLX

NETFLIX INC.

0.00%

Shares10.6K

Event2026-03-31

Filed2026-05-21

BMY

BRISTOL-MYERS SQUIBB CO

-13.47%

Shares16.6K

Event2026-03-31

Filed2026-05-21

LYV

LIVE NATION ENTERTAINMENT IN

-42.74%

Shares6.4K

Event2026-03-31

Filed2026-05-21

CRM

SALESFORCE INC

-22.76%

Shares5.1K

Event2026-03-31

Filed2026-05-21

USMV

ISHARES TR

1.67%

Shares10.1K

Event2026-03-31

Filed2026-05-21

CSX

CSX CORP

-0.21%

Shares22.6K

Event2026-03-31

Filed2026-05-21

LMT

LOCKHEED MARTIN CORP

0.07%

Shares1.5K

Event2026-03-31

Filed2026-05-21

DIS

DISNEY WALT CO

-22.79%

Shares9.2K

Event2026-03-31

Filed2026-05-21

DGRO

ISHARES TR

-0.21%

Shares12.3K

Event2026-03-31

Filed2026-05-21

ALTRIA GROUP INC

-3.33%

Shares13.1K

Event2026-03-31

Filed2026-05-21

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-21

NVDA

NVIDIA CORPORATION

17.54%

Shares4.9K

Event2026-03-31

Filed2026-05-21

SPYD

SPDR SERIES TRUST

-0.54%

Shares18.7K

Event2026-03-31

Filed2026-05-21

MGV

VANGUARD WORLD FD

-1.02%

Shares5.6K

Event2026-03-31

Filed2026-05-21

MET

METLIFE INC

-4.90%

Shares11.3K

Event2026-03-31

Filed2026-05-21

IBTG

ISHARES TR

79.98%

Shares33.4K

Event2026-03-31

Filed2026-05-21

VNQ

VANGUARD INDEX FDS

2.02%

Shares8.6K

Event2026-03-31

Filed2026-05-21

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-21

MORGAN STANLEY

-39.81%

Shares4.5K

Event2026-03-31

Filed2026-05-21

VGSH

VANGUARD SCOTTSDALE FDS

11.60%

Shares12.5K

Event2026-03-31

Filed2026-05-21

PEG

PUBLIC SVC ENTERPRISE GROUP

1.21%

Shares9.0K

Event2026-03-31

Filed2026-05-21

CMCSA

COMCAST CORP NEW

-7.63%

Shares25.2K

Event2026-03-31

Filed2026-05-21

ICE

INTERCONTINENTAL EXCHANGE IN

-0.70%

Shares4.5K

Event2026-03-31

Filed2026-05-21

NKE

NIKE INC

-7.77%

Shares13.4K

Event2026-03-31

Filed2026-05-21

UNILEVER PLC

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-21

IGV

ISHARES TR

-58.58%

Shares8.2K

Event2026-03-31

Filed2026-05-21

EUAD

SPINNAKER ETF SERIES

6.11%

Shares16.0K

Event2026-03-31

Filed2026-05-21

BINC

BLACKROCK ETF TRUST II

5.42%

Shares12.1K

Event2026-03-31

Filed2026-05-21

IWM

ISHARES TR

-0.69%

Shares2.5K

Event2026-03-31

Filed2026-05-21

RAVI

FLEXSHARES TR

2.42%

Shares8.1K

Event2026-03-31

Filed2026-05-21

VDC

VANGUARD WORLD FD

-4.38%

Shares2.6K

Event2026-03-31

Filed2026-05-21

NUE

NUCOR CORP

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-21

GILD

GILEAD SCIENCES INC

-1.50%

Shares4.1K

Event2026-03-31

Filed2026-05-21

LGLV

SPDR SERIES TRUST

0.34%

Shares3.2K

Event2026-03-31

Filed2026-05-21

EWJ

ISHARES INC

-64.11%

Shares6.6K

Event2026-03-31

Filed2026-05-21

ASML

ASML HLDG NV

-63.76%

Shares424

Event2026-03-31

Filed2026-05-21

TSLA

TESLA INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-21

DUKE ENERGY CORP NEW

53.39%

Shares4.2K

Event2026-03-31

Filed2026-05-21

CONSOLIDATED EDISON INC

1.62%

Shares4.9K

Event2026-03-31

Filed2026-05-21

AT&T INC

-3.05%

Shares19.0K

Event2026-03-31

Filed2026-05-21

MASTERCARD INCORPORATED

0.09%

Shares1.1K

Event2026-03-31

Filed2026-05-21

UNP

UNION PAC CORP

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-21

IBTH

ISHARES TR

69.31%

Shares24.1K

Event2026-03-31

Filed2026-05-21

SHY

ISHARES TR

-1.16%

Shares6.3K

Event2026-03-31

Filed2026-05-21

IVW

ISHARES TR

-4.22%

Shares4.6K

Event2026-03-31

Filed2026-05-21

QCJL

FIRST TR EXCHNG TRADED FD VI

-8.51%

Shares21.5K

Event2026-03-31

Filed2026-05-21

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-21

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-21

GLD

SPDR GOLD TR

-10.46%

Shares1.1K

Event2026-03-31

Filed2026-05-21

DNL

WISDOMTREE TR

7.04%

Shares11.4K

Event2026-03-31

Filed2026-05-21