Sponsored

The Analysis of RESOURCES MANAGEMENT CORP /CT/ /ADV's Holdings & P&L

Currently, RESOURCES MANAGEMENT CORP /CT/ /ADV holds 415 types of securities in its portfolio with a total value $753.4K. In the most recent quarter, they have increased their positions in FI (+56.8K shares, valued at $3.2K), AMZN (+6.3K shares, valued at $1.3K), ABT (+12.7K shares, valued at $1.3K); decreased their positions in APH (-9.2K shares, valued at $1.2K), ITW (-2.5K shares, valued at $647.3643247943766), N/A (-2.0K shares, valued at $561.9022069819007); initiated new positions in ADX (+4.0K shares, valued at $89), SMH (+100 shares, valued at $38), NFJ (+2.2K shares, valued at $28).

1M P&L

+8.4M+1.25%

3M P&L

-4.9M-0.71%

HY P&L

+21.6M+3.28%

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

1Software - Infrastructure60.6K

9.1%

2Consumer Electronics52.1K

7.8%

3Banks - Diversified48.2K

7.3%

Top Industries by Stock Count

1N/A85 stocks

22.8%

2Specialty Industrial Machinery11 stocks

2.9%

3Utilities - Regulated Electric11 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC192.3K shares0.30%2026-03-312026-05-15

APH AMPHENOL CORP CLASS A306.5K shares-2.92%2026-03-312026-05-15

MSFT MICROSOFT CORP88.9K shares2.09%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO110.5K shares-0.06%2026-03-312026-05-15

ALPHABET INC CLASS A ALPHABET INC CLASS A77.6K shares-2.46%2026-03-312026-05-15

NEE NEXTERA ENERGY INC222.0K shares-0.59%2026-03-312026-05-15

MCD MCDONALD'S CORP65.4K shares0.31%2026-03-312026-05-15

TJX TJX COMPANIES INC120.5K shares-0.39%2026-03-312026-05-15

Sponsored

BROADCOM LTD BROADCOM LTD60.7K shares-1.40%2026-03-312026-05-15

ABBV ABBVIE INC85.4K shares1.23%2026-03-312026-05-15

HD HOME DEPOT INC44.2K shares0.30%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON59.4K shares-2.23%2026-03-312026-05-15

COST COSTCO WHOLESALE CORP13.4K shares-0.44%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC13.9K shares0.33%2026-03-312026-05-15

NVDA NVIDIA CORP72.2K shares-0.90%2026-03-312026-05-15

PG PROCTER & GAMBLE CO80.9K shares-0.77%2026-03-312026-05-15

Sponsored

PEP PEPSICO INC75.2K shares-1.01%2026-03-312026-05-15

CVX CHEVRON CORP54.8K shares-0.78%2026-03-312026-05-15

RTX RTX CORPORATION56.5K shares-1.63%2026-03-312026-05-15

ACCENTURE PLC CLASS A ACCENTURE PLC CLASS A50.9K shares-0.94%2026-03-312026-05-15

XOM EXXON MOBIL CORPORATION54.5K shares-1.85%2026-03-312026-05-15

ORLY O'REILLY AUTOMOTIVE INC91.3K shares-1.00%2026-03-312026-05-15

TMUS T-MOBILE US INC39.3K shares5.27%2026-03-312026-05-15

WM WASTE MANAGEMENT INC34.5K shares1.32%2026-03-312026-05-15

Sponsored

AMZN AMAZON.COM INC37.2K shares20.42%2026-03-312026-05-15

SYK STRYKER CORPORATION22.5K shares5.18%2026-03-312026-05-15

ITW ILLINOIS TOOL WORKS INC27.6K shares-8.27%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC59.0K shares-1.06%2026-03-312026-05-15

ABT ABBOTT LABORATORIES65.9K shares23.88%2026-03-312026-05-15

LLY ELI LILLY AND CO7.0K shares-1.01%2026-03-312026-05-15

DHR DANAHER CORP33.0K shares-4.07%2026-03-312026-05-15

VLO VALERO ENERGY CORP24.9K shares-1.35%2026-03-312026-05-15

Sponsored

IBM INTERNATIONAL BUSINESS MACHINES CORP24.8K shares0.11%2026-03-312026-05-15

WMT WAL-MART STORES INC47.6K shares-3.69%2026-03-312026-05-15

OMC OMNICOM GROUP INC78.4K shares14.35%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING INC28.6K shares10.06%2026-03-312026-05-15

BAC BANK OF AMERICA CORPORATION116.1K shares1.90%2026-03-312026-05-15

ORCL ORACLE CORPORATION37.6K shares-2.14%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP25.6K shares-7.30%2026-03-312026-05-15

CRWD CROWDSTRIKE HOLDINGS INC14.0K shares5.04%2026-03-312026-05-15

Sponsored

TSCO TRACTOR SUPPLY CO113.6K shares3.29%2026-03-312026-05-15

PNC PNC FINANCIAL SERVICES GROUP INC24.6K shares-0.16%2026-03-312026-05-15

VAW VANGUARD MATERIALS ETF22.5K shares-4.21%2026-03-312026-05-15

TT TRANE TECHNOLOGIES PLC12.0K shares-2.64%2026-03-312026-05-15

ADI ANALOG DEVICES INC15.1K shares-1.15%2026-03-312026-05-15

QCOM QUALCOMM INC36.4K shares6.34%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC39.4K shares10.14%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC.24.6K shares40.11%2026-03-312026-05-15

Sponsored

CSCO CISCO SYSTEMS INC49.6K shares-2.14%2026-03-312026-05-15

PLD PROLOGIS INC27.0K shares-2.07%2026-03-312026-05-15

EOG EOG RESOURCES INC24.3K shares-3.65%2026-03-312026-05-15

CAT CATERPILLAR INC4.9K shares-6.69%2026-03-312026-05-15

SCI SERVICE CORP INTERNATIONAL41.6K shares-0.79%2026-03-312026-05-15

FI FISERV INC61.1K shares1313.77%2026-03-312026-05-15

EMR EMERSON ELECTRIC CO24.2K shares-0.87%2026-03-312026-05-15

BSX BOSTON SCIENTIFIC CORP48.7K shares35.54%2026-03-312026-05-15

Sponsored

HON HONEYWELL INTERNATIONAL INC13.4K shares-4.20%2026-03-312026-05-15

PKG PACKAGING CORP OF AMERICA14.0K shares-2.91%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC58.2K shares0.02%2026-03-312026-05-15

DUKE ENERGY CORPORATION DUKE ENERGY CORPORATION22.0K shares-1.03%2026-03-312026-05-15

MA MASTERCARD INC A5.7K shares38.46%2026-03-312026-05-15

GILD GILEAD SCIENCES INC20.4K shares0.00%2026-03-312026-05-15

O REALTY INCOME CORP45.7K shares2.07%2026-03-312026-05-15

XYL XYLEM INC23.3K shares16.62%2026-03-312026-05-15

Sponsored

SNA SNAP-ON INC7.4K shares-2.39%2026-03-312026-05-15

MCK MCKESSON CORP3.1K shares-1.34%2026-03-312026-05-15

IVV ISHARES CORE S&P 500 ETF4.1K shares10.81%2026-03-312026-05-15

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC26.8K shares5.27%2026-03-312026-05-15

CRM SALESFORCE.COM INC13.9K shares13.36%2026-03-312026-05-15

WRB WR BERKLEY CORP39.1K shares16.09%2026-03-312026-05-15

SPY SPDR S&P 500 ETF4.0K shares-1.85%2026-03-312026-05-15

UPS UNITED PARCEL SERVICE INC (UPS) CLASS B26.2K shares-2.15%2026-03-312026-05-15

Sponsored

TD TORONTO-DOMINION BANK26.0K shares-1.85%2026-03-312026-05-15

CVS CVS HEALTH CORP32.4K shares-4.59%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE INC14.6K shares18.66%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP3.7K shares-1.98%2026-03-312026-05-15

TDG TRANSDIGM GROUP INC1.9K shares-1.07%2026-03-312026-05-15

V VISA INC CLASS A7.2K shares0.00%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC8.0K shares-1.84%2026-03-312026-05-15

CB CHUBB LTD6.3K shares0.00%2026-03-312026-05-15

Sponsored

CEG CONSTELLATION ENERGY ORD WI7.2K shares7.98%2026-03-312026-05-15

WFC WELLS FARGO & CO25.4K shares-0.05%2026-03-312026-05-15

AME AMETEK INC9.0K shares-0.17%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC B BERKSHIRE HATHAWAY INC B4.0K shares-0.25%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC6.5K shares0.00%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC3.7K shares-6.03%2026-03-312026-05-15

LOW LOWE'S COMPANIES INC7.7K shares-0.64%2026-03-312026-05-15

XPO XPO LOGISTICS INC9.3K shares-2.31%2026-03-312026-05-15

Sponsored

SNOW SNOWFLAKE CL A ORD11.9K shares18.28%2026-03-312026-05-15

SE SEA LTD20.4K shares23.10%2026-03-312026-05-15

CMI CUMMINS INC3.1K shares-1.08%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB COMPANY27.6K shares-0.81%2026-03-312026-05-15

DE DEERE & CO2.9K shares-0.34%2026-03-312026-05-15

DOC HEALTHPEAK PROPERTIES ORD99.0K shares14.78%2026-03-312026-05-15

NOW SERVICENOW INC15.3K shares30.52%2026-03-312026-05-15

UNP UNION PACIFIC CORP6.2K shares0.00%2026-03-312026-05-15

Sponsored

ES EVERSOURCE ENERGY20.8K shares0.00%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC A2 shares0.00%2026-03-312026-05-15

SHW SHERWIN-WILLIAMS CO4.3K shares0.00%2026-03-312026-05-15

VANGUARD 500 ETF VANGUARD 500 ETF2.3K shares1.36%2026-03-312026-05-15

APD AIR PRODUCTS & CHEMICALS INC4.7K shares-12.40%2026-03-312026-05-15

NTRA NATERA INC6.7K shares-1.29%2026-03-312026-05-15

LINDE PLC LINDE PLC2.7K shares-5.83%2026-03-312026-05-15

PSX PHILLIPS 667.2K shares-0.62%2026-03-312026-05-15

Sponsored

AMGN AMGEN INC3.6K shares-2.20%2026-03-312026-05-15

VEA VANGUARD FTSE DEVELOPED MARKETS ETF18.6K shares2.95%2026-03-312026-05-15

BMO BANK OF MONTREAL8.8K shares-6.65%2026-03-312026-05-15

PFE PFIZER INC41.1K shares-21.03%2026-03-312026-05-15

LYV LIVE NATION ENTERTAINMENT INC7.6K shares1.60%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO3.8K shares-7.07%2026-03-312026-05-15

ALPHABET INC C ALPHABET INC C3.8K shares-3.25%2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.2K shares-0.28%2026-03-312026-05-15

Sponsored

SO SOUTHERN CO10.9K shares-2.80%2026-03-312026-05-15

SNPS SYNOPSYS INC2.6K shares-1.84%2026-03-312026-05-15

HLI HOULIHAN LOKEY INC7.0K shares18.74%2026-03-312026-05-15

HASI HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL26.3K shares-0.45%2026-03-312026-05-15

GXO GXO LOGISTICS INC18.0K shares-8.86%2026-03-312026-05-15

STAG STAG INDUSTRIAL INC24.4K shares-2.69%2026-03-312026-05-15

ETY EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND57.2K shares0.00%2026-03-312026-05-15

NFLX NETFLIX INC7.9K shares0.00%2026-03-312026-05-15

Sponsored

GENERAL ELECTRIC CO GENERAL ELECTRIC CO2.7K shares-5.84%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TRUST SHS BEN INT ENERGY12.1K shares-2.03%2026-03-312026-05-15

CL COLGATE-PALMOLIVE CO8.6K shares0.00%2026-03-312026-05-15

COP CONOCOPHILLIPS5.5K shares-10.26%2026-03-312026-05-15

RMD RESMED INC3.2K shares-3.61%2026-03-312026-05-15

SBUX STARBUCKS CORP7.8K shares-32.60%2026-03-312026-05-15

AVY AVERY DENNISON CORP4.0K shares-8.69%2026-03-312026-05-15

WWD WOODWARD INC1.8K shares0.00%2026-03-312026-05-15

Sponsored

AFL AFLAC INC6.0K shares-2.77%2026-03-312026-05-15

WEC ENERGY GROUP INC WEC ENERGY GROUP INC5.4K shares0.00%2026-03-312026-05-15

DLR DIGITAL REALTY TRUST INC3.5K shares0.00%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC1.4K shares0.00%2026-03-312026-05-15

POWERSHARES QQQ ETF POWERSHARES QQQ ETF1.0K shares0.98%2026-03-312026-05-15

PM PHILIP MORRIS INTERNATIONAL INC3.6K shares0.00%2026-03-312026-05-15

CSX CSX CORP14.5K shares-0.34%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC696 shares-5.56%2026-03-312026-05-15

Sponsored

AB ALLIANCEBERNSTEIN HOLDING L.P.15.6K shares0.00%2026-03-312026-05-15

CORE NATURAL RESOURCES INC CORE NATURAL RESOURCES INC5.5K shares5.30%2026-03-312026-05-15

KO COCA-COLA CO7.2K shares1.64%2026-03-312026-05-15

CARR CARRIER GLOBAL CORP-WI9.6K shares-0.13%2026-03-312026-05-15

NVO NOVO NORDISK A/S13.0K shares0.00%2026-03-312026-05-15

CMG CHIPOTLE MEXICAN GRILL INC CLASS A14.7K shares-48.52%2026-03-312026-05-15

DVN DEVON ENERGY CORP9.3K shares-2.62%2026-03-312026-05-15

WBS WEBSTER FINANCIAL CORP6.7K shares0.00%2026-03-312026-05-15

Sponsored

ROK ROCKWELL AUTOMATION INC1.3K shares-1.40%2026-03-312026-05-15

GEV GE VERNOVA LLC COM469 shares-1.47%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP600 shares0.00%2026-03-312026-05-15

CHD CHURCH & DWIGHT COMPANY INC.4.3K shares0.00%2026-03-312026-05-15

MFC MANULIFE FINANCIAL CORP11.5K shares-1.92%2026-03-312026-05-15

IR INGERSOLL-RAND PLC4.8K shares-7.10%2026-03-312026-05-15

PTC PTC INC2.7K shares14.70%2026-03-312026-05-15

VWO VANGUARD FTSE EMERGING MARKETS ETF6.7K shares5.97%2026-03-312026-05-15

Sponsored

PH PARKER HANNIFIN CORP400 shares0.00%2026-03-312026-05-15

IWR ISHARES RUSSELL MID-CAP ETF3.7K shares0.00%2026-03-312026-05-15

TSLA TESLA MOTORS INC949 shares6.51%2026-03-312026-05-15

CRH PLC CRH PLC3.1K shares255.64%2026-03-312026-05-15

OXLCP OXFORD LANE CAP COR PFD SER 2027 PRF13.2K shares0.00%2026-03-312026-05-15

VTI VANGUARD TOTAL STOCK MARKET ETF981 shares232.54%2026-03-312026-05-15

JPEF JPMORGAN EQUITY FOCUS ETF4.4K shares0.00%2026-03-312026-05-15

GLD SPDR GOLD SHARES TRUST705 shares39.60%2026-03-312026-05-15

Sponsored

VB VANGUARD SMALL CAP ETF1.1K shares-2.15%2026-03-312026-05-15

NSC NORFOLK SOUTHERN CORP1.0K shares-30.61%2026-03-312026-05-15

FDX FEDEX CORP817 shares0.00%2026-03-312026-05-15

MDY SPDR S&P MIDCAP 400 ETF466 shares0.00%2026-03-312026-05-15

BK BANK OF NEW YORK MELLON CORP2.4K shares4.87%2026-03-312026-05-15

VGT VANGUARD INFORMATION TECHNOLOGY ETF402 shares0.00%2026-03-312026-05-15

VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHAR1.3K shares0.00%2026-03-312026-05-15

WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP1.1K shares-0.27%2026-03-312026-05-15

Sponsored

ALL ALLSTATE CORP1.3K shares0.00%2026-03-312026-05-15

IVW ISHARES S&P 500 GROWTH2.4K shares-4.79%2026-03-312026-05-15

IYW ISHARES U S TECHNOLOGY ETF1.5K shares0.00%2026-03-312026-05-15

META META PLATFORMS INC CLASS A464 shares-23.18%2026-03-312026-05-15

IWM ISHARES RUSSELL 2000 ETF1.0K shares-2.39%2026-03-312026-05-15

XLK TECHNOLOGY SELECT SECTOR SPDR ETF1.9K shares0.16%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC703 shares0.00%2026-03-312026-05-15

DIS WALT DISNEY CO2.6K shares-20.17%2026-03-312026-05-15

Sponsored

USB-PA U.S. BANCORP315 shares0.00%2026-03-312026-05-15

MS MORGAN STANLEY1.4K shares0.00%2026-03-312026-05-15

USB U.S. BANCORP4.4K shares7.22%2026-03-312026-05-15

INTU INTUIT INC530 shares0.00%2026-03-312026-05-15

NESTLE SA ADR NESTLE SA ADR2.3K shares0.00%2026-03-312026-05-15

SPOT SPOTIFY TECHNOLOGY SA453 shares0.67%2026-03-312026-05-15

BA BOEING CO1.1K shares0.00%2026-03-312026-05-15

FTV FORTIVE CORP3.9K shares-0.59%2026-03-312026-05-15

Sponsored

ROG ROGERS CORP2.0K shares0.00%2026-03-312026-05-15

EFA ISHARES MSCI EAFE ETF2.2K shares0.00%2026-03-312026-05-15

XLF FINANCIAL SELECT SECTOR SPDR ETF4.3K shares0.00%2026-03-312026-05-15

OKE ONEOK INC2.3K shares-8.05%2026-03-312026-05-15

LH LABCORP HOLDINGS INC770 shares0.00%2026-03-312026-05-15

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP A3.2K shares-13.53%2026-03-312026-05-15

MMC MARSH & MCLENNAN COMPANIES INC1.1K shares0.00%2026-03-312026-05-15

OSIS OSI SYSTEMS INC700 shares0.00%2026-03-312026-05-15

Sponsored

SIGI SELECTIVE INSURANCE GROUP INC2.4K shares0.00%2026-03-312026-05-15

ALLE ALLEGION PLC1.2K shares0.00%2026-03-312026-05-15

MO ALTRIA GROUP INC2.6K shares1.55%2026-03-312026-05-15

MTB M&T BANK CORP837 shares-43.33%2026-03-312026-05-15

IJH ISHARES CORE S&P MID-CAP2.5K shares22.15%2026-03-312026-05-15

FAST FASTENAL CO3.6K shares0.00%2026-03-312026-05-15

MPC MARATHON PETROLEUM CORP650 shares0.00%2026-03-312026-05-15

VLTO VERALTO ORD WI1.8K shares-7.89%2026-03-312026-05-15

Sponsored

STZ CONSTELLATION BRANDS INC CLASS A1.0K shares-0.29%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC1.3K shares-3.85%2026-03-312026-05-15

BR BROADRIDGE FINANCIAL SOLUTIONS INC930 shares-29.28%2026-03-312026-05-15

STT STATE STREET CORP1.2K shares-1.26%2026-03-312026-05-15

BP BP PLC ADR3.1K shares0.00%2026-03-312026-05-15

MDLZ MONDELEZ INTERNATIONAL INC CLASS A2.5K shares0.00%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC1.0K shares0.00%2026-03-312026-05-15

HAL HALLIBURTON CO3.7K shares0.00%2026-03-312026-05-15

Sponsored

XLI INDUSTRIAL SELECT SECTOR SPDR ETF832 shares0.00%2026-03-312026-05-15

SDY SPDR S&P DIVIDEND ETF900 shares0.00%2026-03-312026-05-15

KMB KIMBERLY-CLARK CORP1.3K shares-11.48%2026-03-312026-05-15

AEP AMERICAN ELECTRIC POWER CO INC978 shares0.00%2026-03-312026-05-15

WMB WILLIAMS COMPANIES INC1.7K shares0.00%2026-03-312026-05-15

XLY SELECT SECTOR SPDR FUND SHS BEN CONSUMER DISCRETIO1.1K shares0.00%2026-03-312026-05-15

NKE NIKE INC B2.2K shares0.00%2026-03-312026-05-15

ISHARES GOLD TRUST ISHARES GOLD TRUST1.3K shares0.00%2026-03-312026-05-15

Sponsored

SUN SUNOCO LP COM UNIT REPSTG LTD PARTNERSHIP INT1.8K shares0.00%2026-03-312026-05-15

D DOMINION ENERGY INC1.9K shares-15.91%2026-03-312026-05-15

INGR INGREDION INC1.0K shares0.00%2026-03-312026-05-15

MMM 3M CO762 shares-6.50%2026-03-312026-05-15

CCOI COGENT COMMUNICATIONS HOLDINGS INC5.9K shares-44.25%2026-03-312026-05-15

BDX BECTON DICKINSON & CO689 shares-35.55%2026-03-312026-05-15

ZTS ZOETIS INC913 shares0.00%2026-03-312026-05-15

DELL DELL TECHNOLOGIES INC650 shares0.00%2026-03-312026-05-15

Sponsored

ODFL OLD DOMINION FREIGHT LINES INC550 shares0.00%2026-03-312026-05-15

GPC GENUINE PARTS CO1.0K shares0.00%2026-03-312026-05-15

HSY THE HERSHEY CO510 shares-27.14%2026-03-312026-05-15

URI UNITED RENTALS INC145 shares0.00%2026-03-312026-05-15

SOLSTICE ADVANCED MATERIALS INC SOLSTICE ADVANCED MATERIALS INC1.4K shares-42.07%2026-03-312026-05-15

GIS GENERAL MILLS INC2.7K shares-13.07%2026-03-312026-05-15

OTIS OTIS WORLDWIDE CORP-WI1.3K shares0.00%2026-03-312026-05-15

VTWO VANGUARD RUSSELL 2000 ETF975 shares0.00%2026-03-312026-05-15

Sponsored

ROST ROSS STORES INC433 shares0.00%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TRUST THE HEALTH CARE SELECT SE643 shares0.00%2026-03-312026-05-15

ARI APOLLO COMMERCIAL REAL ESTATE FINANCE INC8.6K shares28.63%2026-03-312026-05-15

ADX ADAMS DIVERSIFIED EQUITY FUND4.0K sharesnew addition2026-03-312026-05-15

LNG CHENIERE ENERGY INC307 shares2.33%2026-03-312026-05-15

MCO MOODY'S CORPORATION200 shares0.00%2026-03-312026-05-15

VHT VANGUARD HEALTH CARE ETF314 shares1.62%2026-03-312026-05-15

VTV VANGUARD VALUE ETF416 shares0.00%2026-03-312026-05-15

Sponsored

VXF Vanguard Extended Market ETF374 shares0.00%2026-03-312026-05-15

VV VANGUARD LARGE-CAP ETF258 shares22.86%2026-03-312026-05-15

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY FUND1.5K shares0.00%2026-03-312026-05-15

RIO RIO TINTO PLC800 shares0.00%2026-03-312026-05-15

PFF ISHARES U.S. PREFERRED STOCK ETF2.4K shares0.00%2026-03-312026-05-15

NVS NOVARTIS AG ADR450 shares80.00%2026-03-312026-05-15

CME CME GROUP INC CL A222 shares0.00%2026-03-312026-05-15

RJF RAYMOND JAMES FINANCIAL INC452 shares0.00%2026-03-312026-05-15

Sponsored

JPIN JPMORGAN DIVERSIFIED RETURN INTL EQ ETF900 shares0.00%2026-03-312026-05-15

RPM RPM INTERNATIONAL INC635 shares-2.31%2026-03-312026-05-15

AJG ARTHUR J. GALLAGHER & CO288 shares-12.20%2026-03-312026-05-15

AON PLC CLASS A AON PLC CLASS A190 shares0.00%2026-03-312026-05-15

TE CONNECTIVITY LTD TE CONNECTIVITY LTD290 shares0.00%2026-03-312026-05-15

TFC TRUIST FINL CORP COM1.3K shares0.00%2026-03-312026-05-15

ETR ENTERGY CORP500 shares0.00%2026-03-312026-05-15

VUG VANGUARD GROWTH ETF125 shares66.67%2026-03-312026-05-15

Sponsored

AMP AMERIPRISE FINANCIAL INC115 shares0.00%2026-03-312026-05-15

CIGNA CORP CIGNA CORP187 shares0.00%2026-03-312026-05-15

T AT&T INC1.7K shares-33.49%2026-03-312026-05-15

DVA DAVITA INC300 shares0.00%2026-03-312026-05-15

EEM ISHARES MSCI EMERGING MARKETS792 shares0.00%2026-03-312026-05-15

NBTB NBT BANCORP INC1.0K shares0.00%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC211 shares5.50%2026-03-312026-05-15

ULTA ULTA SALON COSMETICS & FRAGRANCE INC82 shares0.00%2026-03-312026-05-15

Sponsored

AMERISOURCEBERGEN CORP AMERISOURCEBERGEN CORP135 shares0.00%2026-03-312026-05-15

XLP CONSUMER STAPLES SELECT SECTOR SPDR ETF510 shares0.00%2026-03-312026-05-15

ZS ZSCALER INC300 shares0.00%2026-03-312026-05-15

CNI CANADIAN NATIONAL RAILWAY CO400 shares0.00%2026-03-312026-05-15

GMF SPDR S&P EMERGING ASIA PACIFIC ETF300 shares0.00%2026-03-312026-05-15

TGT TARGET CORP340 shares-5.56%2026-03-312026-05-15

VYM VANGUARD HIGH DIVIDEND YIELD ETF276 shares0.00%2026-03-312026-05-15

ITT INC ITT INC202 shares0.00%2026-03-312026-05-15

Sponsored

SMH VANECK SEMICONDUCTOR ETF100 sharesnew addition2026-03-312026-05-15

WSO WATSCO INC105 shares-16.00%2026-03-312026-05-15

LNT ALLIANT ENERGY CORP500 shares-50.00%2026-03-312026-05-15

ASTRAZENECA PLC EACH ADS REPRESENTING 1/2 OF AN OR ASTRAZENECA PLC EACH ADS REPRESENTING 1/2 OF AN OR175 shares-50.00%2026-03-312026-05-15

F FORD MOTOR CO3.0K shares0.00%2026-03-312026-05-15

CTAS CINTAS CORP200 shares0.00%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD100 shares0.00%2026-03-312026-05-15

ASML ASML HOLDING NV25 shares0.00%2026-03-312026-05-15

Sponsored

DOW DOW CHEMICAL CO771 shares-81.28%2026-03-312026-05-15

CGW INVESCO S&P GLOBAL WATER ETF500 shares0.00%2026-03-312026-05-15

NBBK NB BANCORP INC1.5K shares0.00%2026-03-312026-05-15

ZBRA ZEBRA TECHNOLOGIES CORP150 shares0.00%2026-03-312026-05-15

OHI OMEGA HEALTHCARE INVESTORS INC696 shares16.00%2026-03-312026-05-15

RGEN REPLIGEN CORP250 shares0.00%2026-03-312026-05-15

LULU LULULEMON ATHLETICA INC185 shares0.00%2026-03-312026-05-15

EWX SPDR S&P EMERGING MARKETS SMALL CAP ETF425 shares0.00%2026-03-312026-05-15

Sponsored

HIG THE HARTFORD FINANCIAL SERVICES GROUP INC204 shares0.00%2026-03-312026-05-15

NFJ VIRTUS DIVIDEND INTEREST & PREMIUM STRATEGY FUND2.2K sharesnew addition2026-03-312026-05-15

CMCSA COMCAST CORP CLASS A933 shares-22.76%2026-03-312026-05-15

VO VANGUARD MID-CAP ETF94 shares0.00%2026-03-312026-05-15

WAT WATERS CORP90 sharesnew addition2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC230 shares0.00%2026-03-312026-05-15

IJR ISHARES CORE S&P SMALL-CAP208 shares144.71%2026-03-312026-05-15

QUAL ISHARES MSCI USA QUALITY FACTOR ETF134 shares0.00%2026-03-312026-05-15

Sponsored

IWP ISHARES RUSSELL MID-CAP GROWTH ETF200 shares0.00%2026-03-312026-05-15

PINNACLE FINANCIAL PARTNERS INC PINNACLE FINANCIAL PARTNERS INC299 sharesnew addition2026-03-312026-05-15

NTR NUTRIEN LTD334 shares0.00%2026-03-312026-05-15

ALTO ALTO INGREDIENTS ORD5.0K shares0.00%2026-03-312026-05-15

GLW CORNING INC180 shares-40.00%2026-03-312026-05-15

INTC INTEL CORP550 shares0.00%2026-03-312026-05-15

XLB MATERIALS SELECT SECTOR SPDR ETF480 shares0.00%2026-03-312026-05-15

PPG PPG INDUSTRIES INC220 shares-12.00%2026-03-312026-05-15

Sponsored

SWKS SKYWORKS SOLUTIONS INC447 shares0.00%2026-03-312026-05-15

AOS A.O. SMITH CORP350 shares0.00%2026-03-312026-05-15

ITOT ISHARES CORE S&P TOTAL US STOCK MKT ETF162 shares0.00%2026-03-312026-05-15

VNQ VANGUARD REIT ETF255 shares-16.39%2026-03-312026-05-15

IGV ISHARES EXPANDED TECH-SOFTWARE SECT ETF275 shares0.00%2026-03-312026-05-15

FCX FREEPORT-MCMORAN INC350 shares0.00%2026-03-312026-05-15

FTNT FORTINET INC250 shares0.00%2026-03-312026-05-15

JP MORGAN JP MORGAN20.0K shares0.00%2026-03-312026-05-15

Sponsored

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF353 shares0.86%2026-03-312026-05-15

ENPH ENPHASE ENERGY INC515 shares0.00%2026-03-312026-05-15

IWN ISHARES RUSSELL 2000 VALUE100 shares0.00%2026-03-312026-05-15

RAL RALLIANT CORP452 shares-15.36%2026-03-312026-05-15

CANADIAN PACIFIC RAILWAY LTD CANADIAN PACIFIC RAILWAY LTD225 shares0.00%2026-03-312026-05-15

SPH SUBURBAN PROPANE PARTNERS LP930 shares0.00%2026-03-312026-05-15

CINF CINCINNATI FINANCIAL CORP107 shares0.00%2026-03-312026-05-15

TTC TORO CO180 shares0.00%2026-03-312026-05-15

Sponsored

BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP450 shares0.00%2026-03-312026-05-15

IWF ISHARES RUSSELL 1000 GROWTH37 shares0.00%2026-03-312026-05-15

TLN TALEN ENERGY CORP51 shares0.00%2026-03-312026-05-15

THE CONNECTICUT LIGHT & POWER CO THE CONNECTICUT LIGHT & POWER CO362 shares0.00%2026-03-312026-05-15

BEP BROOKFIELD RENEWABLE PARTNERS LP450 shares0.00%2026-03-312026-05-15

IWD ISHARES RUSSELL 1000 VALUE68 shares0.00%2026-03-312026-05-15

MGM MGM RESORTS INTERNATIONAL400 shares0.00%2026-03-312026-05-15

XBI SPDR S&P Biotech ETF115 shares0.00%2026-03-312026-05-15

Sponsored

UTG REAVES UTILITY INCOME FUND356 shares0.00%2026-03-312026-05-15

ED CONSOLIDATED EDISON INC117 shares0.00%2026-03-312026-05-15

KMI KINDER MORGAN INC400 shares0.00%2026-03-312026-05-15

NEU NEWMARKET CORP20 shares0.00%2026-03-312026-05-15

AXAHY AXA SA252 shares0.00%2026-03-312026-05-15

CONSUMERS ENERGY CO CONSUMERS ENERGY CO150 shares0.00%2026-03-312026-05-15

EXC EXELON CORP240 shares0.00%2026-03-312026-05-15

HITACHI LTD HITACHI LTD400 shares0.00%2026-03-312026-05-15

Sponsored

XLU SELECT SECTOR SPDR TRUST THE UTILITIES SELECT SECT260 shares0.00%2026-03-312026-05-15

ANGI INC ANGI INC1.6K shares0.00%2026-03-312026-05-15

EPD ENTERPRISE PRODUCTS PARTNERS L.P.300 shares0.00%2026-03-312026-05-15

DUK-PA DUKE ENERGY CORP PFD A400 shares0.00%2026-03-312026-05-15

GUT GABELLI UTILITY TRUST1.6K shares0.00%2026-03-312026-05-15

IBB ISHARES NASDAQ BIOTECHNOLOGY57 shares0.00%2026-03-312026-05-15

NXPI NXP SEMICONDUCTORS NV50 shares0.00%2026-03-312026-05-15

ORI OLD REPUBLIC INTERNATIONAL CORP255 shares0.00%2026-03-312026-05-15

Sponsored

HELLENIC TELECOMMUNICATION ORGANIZATION SA HELLENIC TELECOMMUNICATION ORGANIZATION SA1.0K shares0.00%2026-03-312026-05-15

PWB INVESCO LARGE CAP GROWTH ETF63 sharesnew addition2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC95 shares-83.48%2026-03-312026-05-15

ANNALY CAPITAL MANAGEMENT INC ANNALY CAPITAL MANAGEMENT INC337 shares0.00%2026-03-312026-05-15

CTVA CORTEVA INC85 shares0.00%2026-03-312026-05-15

EKSO BIONICS HOLDINGS INC EKSO BIONICS HOLDINGS INC666 sharesnew addition2026-03-312026-05-15

IJJ ISHARES S&P MID-CAP 400 VALUE ETF50 shares0.00%2026-03-312026-05-15

SOLV SOLVENTUM CORP COM SHS100 shares0.00%2026-03-312026-05-15

Sponsored

AMR ALPHA METALLURGICAL RESOURCES INC31 shares0.00%2026-03-312026-05-15

RIVN RIVIAN AUTOMOTIVE INC CLASS A411 shares0.00%2026-03-312026-05-15

RBLX ROBLOX CORP100 shares0.00%2026-03-312026-05-15

KBE SPDR S&P BANK ETF100 shares0.00%2026-03-312026-05-15

VOE VANGUARD MID-CAP VALUE ETF31 sharesnew addition2026-03-312026-05-15

DTCR GLOBAL X DATA CNTR DGTL INFR ETF225 shares0.00%2026-03-312026-05-15

IVE iSHARES S&P 500 VALUE24 shares0.00%2026-03-312026-05-15

QNITY ELECTRONICS INC QNITY ELECTRONICS INC42 shares0.00%2026-03-312026-05-15

Sponsored

SLB SCHLUMBERGER LTD100 shares0.00%2026-03-312026-05-15

SHEL SHELL ADR EACH REP 2 ORD WI50 shares-87.50%2026-03-312026-05-15

ABR ARBOR REALTY TRUST INC560 shares0.00%2026-03-312026-05-15

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC85 shares0.00%2026-03-312026-05-15

HACK ETFMG PRIME CYBER SECURITY ETF50 shares0.00%2026-03-312026-05-15

GEHC GE HEALTHCARE TECHNOLOGIES ORD WI51 shares-32.89%2026-03-312026-05-15

PDBC INVESCO OPTM YD DVRS CDTY STRA NO K1 ETF224 shares0.00%2026-03-312026-05-15

IXUS ISHARES CORE MSCI TOTAL INTL STK ETF50 shares21.95%2026-03-312026-05-15

Sponsored

MET METLIFE INC61 shares0.00%2026-03-312026-05-15

PRU PRUDENTIAL FINANCIAL INC41 shares0.00%2026-03-312026-05-15

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF54 sharesnew addition2026-03-312026-05-15

VIREO GROWTH INC VIREO GROWTH INC10.0K sharesnew addition2026-03-312026-05-15

WEBSTER FIN CRP SR G PFD (NV) WEBSTER FIN CRP SR G PFD (NV)200 shares0.00%2026-03-312026-05-15

AHCO ADAPTHEALTH CORP ORDINARY SHARES250 shares0.00%2026-03-312026-05-15

AEE AMEREN CORP30 shares0.00%2026-03-312026-05-15

VBK VANGUARD SMALL-CAP GROWTH ETF10 sharesnew addition2026-03-312026-05-15

Sponsored

VOX VANGUARD TELECOMMUNICATION SERVICES ETF18 shares0.00%2026-03-312026-05-15

AWK AMERICAN WATER WORKS CO INC15 shares0.00%2026-03-312026-05-15

EVLV EVOLV TECHNOLOGIES HOLDINGS CL A ORD280 shares0.00%2026-03-312026-05-15

IEFA iSHARES CORE MSCI EAFE23 shares0.00%2026-03-312026-05-15

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF30 shares-86.11%2026-03-312026-05-15

MRNA MODERNA INC40 shares0.00%2026-03-312026-05-15

PARAMOUNT SKYDANCE CORP CL B PARAMOUNT SKYDANCE CORP CL B176 shares0.00%2026-03-312026-05-15

SHOP SHOPIFY INC20 sharesnew addition2026-03-312026-05-15

Sponsored

ARE ALEXANDRIA REAL ESTATE EQUITIES INC25 shares0.00%2026-03-312026-05-15

AMARIN CORP PLC ADR AMARIN CORP PLC ADR60 shares0.00%2026-03-312026-05-15

AAL AMERICAN AIRLINES GROUP INC76 shares-20.83%2026-03-312026-05-15

XLC COMMUNICATION SERVICES SEL SECT SPDRETF10 shares0.00%2026-03-312026-05-15

FTGC FIRST TRUST GLOBAL TACT CMDTY STRAT ETF33 shares0.00%2026-03-312026-05-15

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF5 shares0.00%2026-03-312026-05-15

HDV ISHARES CORE HIGH DIVIDEND ETF10 shares0.00%2026-03-312026-05-15

ITB ISHARES US HOME CONSTRUCTION ETF8 shares0.00%2026-03-312026-05-15

Sponsored

RPID RAPID MICRO BIOSYSTEMS CL A ORD500 shares0.00%2026-03-312026-05-15

DJT TRUMP MEDIA & TECHNOLOGY75 shares-72.73%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC12 shares-98.24%2026-03-312026-05-15

UFI UNIFI INC275 shares0.00%2026-03-312026-05-15

VERSANT MEDIA GROUP INC CL A VERSANT MEDIA GROUP INC CL A15 sharesnew addition2026-03-312026-05-15

VRTS VIRTUS INVESTMENT PARTNERS INC7 shares0.00%2026-03-312026-05-15

WBD WARNER BROS. DISCOVERY SRS A ORD WI50 shares-74.09%2026-03-312026-05-15

CAPITAL GROWTH SYSTEMS INC CAPITAL GROWTH SYSTEMS INC20.0K shares0.00%2026-03-312026-05-15

Sponsored

CHARLIES HOLDINGS INC CHARLIES HOLDINGS INC200 sharesnew addition2026-03-312026-05-15

DG DOLLAR GENERAL CORP4 shares-78.95%2026-03-312026-05-15

DRAFTKINGS INC DRAFTKINGS INC20 shares0.00%2026-03-312026-05-15

DRIVE SHACK INC DRIVE SHACK INC3 shares0.00%2026-03-312026-05-15

DUOL DUOLINGO CL A ORD4 shares0.00%2026-03-312026-05-15

EXPO HOLDINGS INC EXPO HOLDINGS INC10.0K sharesnew addition2026-03-312026-05-15

KTB KONTOOR BRANDS INC3 shares0.00%2026-03-312026-05-15

KD KYNDRYL HOLDINGS ORD WI3 shares0.00%2026-03-312026-05-15

Sponsored

LUCID GROUP ORD LUCID GROUP ORD5 shares0.00%2026-03-312026-05-15

PARAGON OFFSHORE PLC PARAGON OFFSHORE PLC30 shares0.00%2026-03-312026-05-15

PII POLARIS INC9 sharesnew addition2026-03-312026-05-15

TRULIEVE CANNABIS CORP TRULIEVE CANNABIS CORP46 sharesnew addition2026-03-312026-05-15

VFC VF CORP25 shares0.00%2026-03-312026-05-15

VTRS VIATRIS INC COM6 shares-95.74%2026-03-312026-05-15

WINDSWEPT ENVIRONMENTAL GROUP INC. WINDSWEPT ENVIRONMENTAL GROUP INC.10.0K shares0.00%2026-03-312026-05-15

AAPL

APPLE INC

0.30%

Shares192.3K

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP CLASS A

-2.92%

Shares306.5K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

2.09%

Shares88.9K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-0.06%

Shares110.5K

Event2026-03-31

Filed2026-05-15

ALPHABET INC CLASS A

-2.46%

Shares77.6K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

-0.59%

Shares222.0K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALD'S CORP

0.31%

Shares65.4K

Event2026-03-31

Filed2026-05-15

TJX

TJX COMPANIES INC

-0.39%

Shares120.5K

Event2026-03-31

Filed2026-05-15

BROADCOM LTD

-1.40%

Shares60.7K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

1.23%

Shares85.4K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

0.30%

Shares44.2K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-2.23%

Shares59.4K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORP

-0.44%

Shares13.4K

Event2026-03-31

Filed2026-05-15

BLACKROCK INC

0.33%

Shares13.9K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORP

-0.90%

Shares72.2K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

-0.77%

Shares80.9K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

-1.01%

Shares75.2K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORP

-0.78%

Shares54.8K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

-1.63%

Shares56.5K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC CLASS A

-0.94%

Shares50.9K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORPORATION

-1.85%

Shares54.5K

Event2026-03-31

Filed2026-05-15

ORLY

O'REILLY AUTOMOTIVE INC

-1.00%

Shares91.3K

Event2026-03-31

Filed2026-05-15

TMUS

T-MOBILE US INC

5.27%

Shares39.3K

Event2026-03-31

Filed2026-05-15

WASTE MANAGEMENT INC

1.32%

Shares34.5K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON.COM INC

20.42%

Shares37.2K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

5.18%

Shares22.5K

Event2026-03-31

Filed2026-05-15

ITW

ILLINOIS TOOL WORKS INC

-8.27%

Shares27.6K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

-1.06%

Shares59.0K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

23.88%

Shares65.9K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY AND CO

-1.01%

Shares7.0K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP

-4.07%

Shares33.0K

Event2026-03-31

Filed2026-05-15

VLO

VALERO ENERGY CORP

-1.35%

Shares24.9K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHINES CORP

0.11%

Shares24.8K

Event2026-03-31

Filed2026-05-15

WMT

WAL-MART STORES INC

-3.69%

Shares47.6K

Event2026-03-31

Filed2026-05-15

OMC

OMNICOM GROUP INC

14.35%

Shares78.4K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING INC

10.06%

Shares28.6K

Event2026-03-31

Filed2026-05-15

BAC

BANK OF AMERICA CORPORATION

1.90%

Shares116.1K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORPORATION

-2.14%

Shares37.6K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

-7.30%

Shares25.6K

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HOLDINGS INC

5.04%

Shares14.0K

Event2026-03-31

Filed2026-05-15

TSCO

TRACTOR SUPPLY CO

3.29%

Shares113.6K

Event2026-03-31

Filed2026-05-15

PNC

PNC FINANCIAL SERVICES GROUP INC

-0.16%

Shares24.6K

Event2026-03-31

Filed2026-05-15

VAW

VANGUARD MATERIALS ETF

-4.21%

Shares22.5K

Event2026-03-31

Filed2026-05-15

TRANE TECHNOLOGIES PLC

-2.64%

Shares12.0K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES INC

-1.15%

Shares15.1K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

6.34%

Shares36.4K

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

10.14%

Shares39.4K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC.

40.11%

Shares24.6K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYSTEMS INC

-2.14%

Shares49.6K

Event2026-03-31

Filed2026-05-15

PLD

PROLOGIS INC

-2.07%

Shares27.0K

Event2026-03-31

Filed2026-05-15

EOG

EOG RESOURCES INC

-3.65%

Shares24.3K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

-6.69%

Shares4.9K

Event2026-03-31

Filed2026-05-15

SCI

SERVICE CORP INTERNATIONAL

-0.79%

Shares41.6K

Event2026-03-31

Filed2026-05-15

FISERV INC

1313.77%

Shares61.1K

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELECTRIC CO

-0.87%

Shares24.2K

Event2026-03-31

Filed2026-05-15

BSX

BOSTON SCIENTIFIC CORP

35.54%

Shares48.7K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTERNATIONAL INC

-4.20%

Shares13.4K

Event2026-03-31

Filed2026-05-15

PKG

PACKAGING CORP OF AMERICA

-2.91%

Shares14.0K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

0.02%

Shares58.2K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORPORATION

-1.03%

Shares22.0K

Event2026-03-31

Filed2026-05-15

MASTERCARD INC A

38.46%

Shares5.7K

Event2026-03-31

Filed2026-05-15

GILD

GILEAD SCIENCES INC

0.00%

Shares20.4K

Event2026-03-31

Filed2026-05-15

REALTY INCOME CORP

2.07%

Shares45.7K

Event2026-03-31

Filed2026-05-15

XYL

XYLEM INC

16.62%

Shares23.3K

Event2026-03-31

Filed2026-05-15

SNA

SNAP-ON INC

-2.39%

Shares7.4K

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP

-1.34%

Shares3.1K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES CORE S&P 500 ETF

10.81%

Shares4.1K

Event2026-03-31

Filed2026-05-15

MARVELL TECHNOLOGY INC

5.27%

Shares26.8K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE.COM INC

13.36%

Shares13.9K

Event2026-03-31

Filed2026-05-15

WRB

WR BERKLEY CORP

16.09%

Shares39.1K

Event2026-03-31

Filed2026-05-15

SPY

SPDR S&P 500 ETF

-1.85%

Shares4.0K

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL SERVICE INC (UPS) CLASS B

-2.15%

Shares26.2K

Event2026-03-31

Filed2026-05-15

TORONTO-DOMINION BANK

-1.85%

Shares26.0K

Event2026-03-31

Filed2026-05-15

CVS

CVS HEALTH CORP

-4.59%

Shares32.4K

Event2026-03-31

Filed2026-05-15

ICE

INTERCONTINENTAL EXCHANGE INC

18.66%

Shares14.6K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

-1.98%

Shares3.7K

Event2026-03-31

Filed2026-05-15

TDG

TRANSDIGM GROUP INC

-1.07%

Shares1.9K

Event2026-03-31

Filed2026-05-15

VISA INC CLASS A

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

-1.84%

Shares8.0K

Event2026-03-31

Filed2026-05-15

CHUBB LTD

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-15

CEG

CONSTELLATION ENERGY ORD WI

7.98%

Shares7.2K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

-0.05%

Shares25.4K

Event2026-03-31

Filed2026-05-15

AME

AMETEK INC

-0.17%

Shares9.0K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC B

-0.25%

Shares4.0K

Event2026-03-31

Filed2026-05-15

TRV

TRAVELERS COMPANIES INC

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

-6.03%

Shares3.7K

Event2026-03-31

Filed2026-05-15

LOW

LOWE'S COMPANIES INC

-0.64%

Shares7.7K

Event2026-03-31

Filed2026-05-15

XPO

XPO LOGISTICS INC

-2.31%

Shares9.3K

Event2026-03-31

Filed2026-05-15

SNOW

SNOWFLAKE CL A ORD

18.28%

Shares11.9K

Event2026-03-31

Filed2026-05-15

SEA LTD

23.10%

Shares20.4K

Event2026-03-31

Filed2026-05-15

CMI

CUMMINS INC

-1.08%

Shares3.1K

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL-MYERS SQUIBB COMPANY

-0.81%

Shares27.6K

Event2026-03-31

Filed2026-05-15

DEERE & CO

-0.34%

Shares2.9K

Event2026-03-31

Filed2026-05-15

DOC

HEALTHPEAK PROPERTIES ORD

14.78%

Shares99.0K

Event2026-03-31

Filed2026-05-15

NOW

SERVICENOW INC

30.52%

Shares15.3K

Event2026-03-31

Filed2026-05-15

UNP

UNION PACIFIC CORP

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-15

EVERSOURCE ENERGY

0.00%

Shares20.8K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC A

0.00%

Shares2

Event2026-03-31

Filed2026-05-15

SHW

SHERWIN-WILLIAMS CO

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-15

VANGUARD 500 ETF

1.36%

Shares2.3K

Event2026-03-31

Filed2026-05-15

APD

AIR PRODUCTS & CHEMICALS INC

-12.40%

Shares4.7K

Event2026-03-31

Filed2026-05-15

NTRA

NATERA INC

-1.29%

Shares6.7K

Event2026-03-31

Filed2026-05-15

LINDE PLC

-5.83%

Shares2.7K

Event2026-03-31

Filed2026-05-15

PSX

PHILLIPS 66

-0.62%

Shares7.2K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-2.20%

Shares3.6K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

2.95%

Shares18.6K

Event2026-03-31

Filed2026-05-15

BMO

BANK OF MONTREAL

-6.65%

Shares8.8K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

-21.03%

Shares41.1K

Event2026-03-31

Filed2026-05-15

LYV

LIVE NATION ENTERTAINMENT INC

1.60%

Shares7.6K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

-7.07%

Shares3.8K

Event2026-03-31

Filed2026-05-15

ALPHABET INC C

-3.25%

Shares3.8K

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS CORP

-0.28%

Shares3.2K

Event2026-03-31

Filed2026-05-15

SOUTHERN CO

-2.80%

Shares10.9K

Event2026-03-31

Filed2026-05-15

SNPS

SYNOPSYS INC

-1.84%

Shares2.6K

Event2026-03-31

Filed2026-05-15

HLI

HOULIHAN LOKEY INC

18.74%

Shares7.0K

Event2026-03-31

Filed2026-05-15

HASI

HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL

-0.45%

Shares26.3K

Event2026-03-31

Filed2026-05-15

GXO

GXO LOGISTICS INC

-8.86%

Shares18.0K

Event2026-03-31

Filed2026-05-15

STAG

STAG INDUSTRIAL INC

-2.69%

Shares24.4K

Event2026-03-31

Filed2026-05-15

ETY

EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND

0.00%

Shares57.2K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-15

GENERAL ELECTRIC CO

-5.84%

Shares2.7K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TRUST SHS BEN INT ENERGY

-2.03%

Shares12.1K

Event2026-03-31

Filed2026-05-15

COLGATE-PALMOLIVE CO

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

-10.26%

Shares5.5K

Event2026-03-31

Filed2026-05-15

RMD

RESMED INC

-3.61%

Shares3.2K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

-32.60%

Shares7.8K

Event2026-03-31

Filed2026-05-15

AVY

AVERY DENNISON CORP

-8.69%

Shares4.0K

Event2026-03-31

Filed2026-05-15

WWD

WOODWARD INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-15

AFL

AFLAC INC

-2.77%

Shares6.0K

Event2026-03-31

Filed2026-05-15

WEC ENERGY GROUP INC

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-15

DLR

DIGITAL REALTY TRUST INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-15

POWERSHARES QQQ ETF

0.98%

Shares1.0K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTERNATIONAL INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-15

CSX

CSX CORP

-0.34%

Shares14.5K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

-5.56%

Shares696

Event2026-03-31

Filed2026-05-15

ALLIANCEBERNSTEIN HOLDING L.P.

0.00%

Shares15.6K

Event2026-03-31

Filed2026-05-15

CORE NATURAL RESOURCES INC

5.30%

Shares5.5K

Event2026-03-31

Filed2026-05-15

COCA-COLA CO

1.64%

Shares7.2K

Event2026-03-31

Filed2026-05-15

CARR

CARRIER GLOBAL CORP-WI

-0.13%

Shares9.6K

Event2026-03-31

Filed2026-05-15

NVO

NOVO NORDISK A/S

0.00%

Shares13.0K

Event2026-03-31

Filed2026-05-15

CMG

CHIPOTLE MEXICAN GRILL INC CLASS A

-48.52%

Shares14.7K

Event2026-03-31

Filed2026-05-15

DVN

DEVON ENERGY CORP

-2.62%

Shares9.3K

Event2026-03-31

Filed2026-05-15

WBS

WEBSTER FINANCIAL CORP

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-15

ROK

ROCKWELL AUTOMATION INC

-1.40%

Shares1.3K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA LLC COM

-1.47%

Shares469

Event2026-03-31

Filed2026-05-15

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares600

Event2026-03-31

Filed2026-05-15

CHD

CHURCH & DWIGHT COMPANY INC.

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-15

MFC

MANULIFE FINANCIAL CORP

-1.92%

Shares11.5K

Event2026-03-31

Filed2026-05-15

INGERSOLL-RAND PLC

-7.10%

Shares4.8K

Event2026-03-31

Filed2026-05-15

PTC

PTC INC

14.70%

Shares2.7K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD FTSE EMERGING MARKETS ETF

5.97%

Shares6.7K

Event2026-03-31

Filed2026-05-15

PARKER HANNIFIN CORP

0.00%

Shares400

Event2026-03-31

Filed2026-05-15

IWR

ISHARES RUSSELL MID-CAP ETF

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA MOTORS INC

6.51%

Shares949

Event2026-03-31

Filed2026-05-15

CRH PLC

255.64%

Shares3.1K

Event2026-03-31

Filed2026-05-15

OXLCP

OXFORD LANE CAP COR PFD SER 2027 PRF

0.00%

Shares13.2K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD TOTAL STOCK MARKET ETF

232.54%

Shares981

Event2026-03-31

Filed2026-05-15

JPEF

JPMORGAN EQUITY FOCUS ETF

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD SHARES TRUST

39.60%

Shares705

Event2026-03-31

Filed2026-05-15

VANGUARD SMALL CAP ETF

-2.15%

Shares1.1K

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHERN CORP

-30.61%

Shares1.0K

Event2026-03-31

Filed2026-05-15

FDX

FEDEX CORP

0.00%

Shares817

Event2026-03-31

Filed2026-05-15

MDY

SPDR S&P MIDCAP 400 ETF

0.00%

Shares466

Event2026-03-31

Filed2026-05-15

BANK OF NEW YORK MELLON CORP

4.87%

Shares2.4K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

0.00%

Shares402

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHAR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-15

WAB

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

-0.27%

Shares1.1K

Event2026-03-31

Filed2026-05-15

ALL

ALLSTATE CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES S&P 500 GROWTH

-4.79%

Shares2.4K

Event2026-03-31

Filed2026-05-15

IYW

ISHARES U S TECHNOLOGY ETF

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-15