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The Analysis of Revisor Wealth Management LLC's Holdings & P&L

Currently, Revisor Wealth Management LLC holds 327 types of securities in its portfolio with a total value $362.1M. In the most recent quarter, they have increased their positions in SPSB (+54.0K shares, valued at $1.6M), SCHZ (+56.9K shares, valued at $1.3M), AMZN (+4.7K shares, valued at $970.5K); decreased their positions in AAPL (-11.7K shares, valued at $3.0M), VCLT (-15.9K shares, valued at $1.2M), BIL (-11.8K shares, valued at $1.1M); initiated new positions in IBD (+30.1K shares, valued at $720.4K), GM (+5.8K shares, valued at $428.7K), ZECP (+12.6K shares, valued at $426.3K).

1M P&L

+6.5M+1.89%

3M P&L

-6.2M-1.75%

HY P&L

+7.1M+2.06%

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/A162.2M

48.7%

2Consumer Electronics13.3M

4.0%

3Software - Infrastructure11.4M

3.4%

Top Industries by Stock Count

1N/A116 stocks

39.1%

2Semiconductors8 stocks

2.7%

3Drug Manufacturers - General7 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHZ SCHWAB STRATEGIC TR797.2K shares7.69%2026-03-312026-04-27

AAPL APPLE INC52.5K shares-18.19%2026-03-312026-04-27

VCIT VANGUARD SCOTTSDALE FDS133.6K shares-1.85%2026-03-312026-04-27

VIGI VANGUARD WHITEHALL FDS108.4K shares-3.61%2026-03-312026-04-27

VCLT VANGUARD SCOTTSDALE FDS119.5K shares-11.71%2026-03-312026-04-27

MSFT MICROSOFT CORP23.9K shares7.23%2026-03-312026-04-27

SPEM SPDR INDEX SHS FDS188.4K shares-5.88%2026-03-312026-04-27

DVYE ISHARES INC224.7K shares-6.81%2026-03-312026-04-27

Sponsored

SPSB SPDR SERIES TRUST215.6K shares33.42%2026-03-312026-04-27

AMZN AMAZON COM INC28.1K shares19.87%2026-03-312026-04-27

MCD MCDONALDS CORP17.7K shares-0.20%2026-03-312026-04-27

NVDA NVIDIA CORPORATION29.4K shares22.58%2026-03-312026-04-27

CRM SALESFORCE INC25.6K shares0.09%2026-03-312026-04-27

TSLA TESLA INC11.8K shares9.72%2026-03-312026-04-27

CINF CINCINNATI FINL CORP27.4K shares0.12%2026-03-312026-04-27

ALPHABET INC ALPHABET INC13.1K shares-12.14%2026-03-312026-04-27

Sponsored

JPM JPMORGAN CHASE & CO11.2K shares-1.41%2026-03-312026-04-27

XOM EXXON MOBIL CORP19.3K shares-3.56%2026-03-312026-04-27

BIL SPDR SERIES TRUST34.9K shares-25.20%2026-03-312026-04-27

SCHG SCHWAB STRATEGIC TR108.8K shares1.78%2026-03-312026-04-27

META META PLATFORMS INC5.3K shares7.66%2026-03-312026-04-27

ALPHABET INC ALPHABET INC10.4K shares-5.14%2026-03-312026-04-27

BIBL NORTHERN LTS FD TR IV62.2K shares-3.41%2026-03-312026-04-27

SCHF SCHWAB STRATEGIC TR114.5K shares-1.77%2026-03-312026-04-27

Sponsored

SCHP SCHWAB STRATEGIC TR101.0K shares-16.15%2026-03-312026-04-27

IAGG ISHARES TR53.5K shares-0.44%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC16.1K shares-0.15%2026-03-312026-04-27

SHW SHERWIN WILLIAMS CO8.3K shares-0.22%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.4K shares-2.45%2026-03-312026-04-27

SLV ISHARES SILVER TR36.8K shares4.05%2026-03-312026-04-27

WFC WELLS FARGO & CO30.2K shares-7.20%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS10.7K shares-1.28%2026-03-312026-04-27

Sponsored

SPY STATE STR SPDR S&P 500 ETF T3.5K shares-5.01%2026-03-312026-04-27

BIV VANGUARD BD INDEX FDS29.1K shares-3.84%2026-03-312026-04-27

ENB ENBRIDGE INC39.6K shares-0.18%2026-03-312026-04-27

JPST J P MORGAN EXCHANGE TRADED F41.8K shares-1.14%2026-03-312026-04-27

IGIB ISHARES TR39.6K shares-24.84%2026-03-312026-04-27

MGV VANGUARD WORLD FD14.1K shares6.80%2026-03-312026-04-27

RCL ROYAL CARIBBEAN GROUP7.4K shares-1.64%2026-03-312026-04-27

RDDT REDDIT INC14.4K shares-0.69%2026-03-312026-04-27

Sponsored

MEDTRONIC PLC MEDTRONIC PLC22.1K shares0.69%2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F34.8K shares17.68%2026-03-312026-04-27

KO COCA COLA CO24.0K shares-8.89%2026-03-312026-04-27

BDX BECTON DICKINSON & CO11.3K shares1.06%2026-03-312026-04-27

GSK PLC GSK PLC31.1K shares-9.30%2026-03-312026-04-27

VB VANGUARD INDEX FDS6.4K shares8.97%2026-03-312026-04-27

VTI VANGUARD INDEX FDS5.1K shares-5.75%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC4.8K shares-2.90%2026-03-312026-04-27

Sponsored

WMT WALMART INC12.9K shares-3.40%2026-03-312026-04-27

V VISA INC5.2K shares15.77%2026-03-312026-04-27

LAC LITHIUM AMERS CORP NEW393.6K shares7.41%2026-03-312026-04-27

CMCSA COMCAST CORP NEW53.1K shares-0.27%2026-03-312026-04-27

BOXX EA SERIES TRUST12.4K shares-1.11%2026-03-312026-04-27

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW10.9K shares-0.46%2026-03-312026-04-27

LAMR LAMAR ADVERTISING CO11.3K shares-1.84%2026-03-312026-04-27

SCHX SCHWAB STRATEGIC TR54.7K shares0.69%2026-03-312026-04-27

Sponsored

JAAA JANUS DETROIT STR TR27.4K shares36.84%2026-03-312026-04-27

EWZ ISHARES INC35.9K shares2.71%2026-03-312026-04-27

SYY SYSCO CORP19.1K shares0.29%2026-03-312026-04-27

OMC OMNICOM GROUP INC17.9K shares-7.13%2026-03-312026-04-27

MU MICRON TECHNOLOGY INC3.9K shares25.23%2026-03-312026-04-27

APD AIR PRODUCTS AND CHEMICALS I4.5K shares0.80%2026-03-312026-04-27

JMIA JUMIA TECHNOLOGIES AG190.3K shares2.70%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR42.5K shares-1.84%2026-03-312026-04-27

Sponsored

VBR VANGUARD INDEX FDS6.0K shares8.46%2026-03-312026-04-27

EELV INVESCO EXCH TRADED FD TR II46.1K shares-5.80%2026-03-312026-04-27

BKNG BOOKING HOLDINGS INC303 shares68.33%2026-03-312026-04-27

ETR ENTERGY CORP NEW11.2K shares0.25%2026-03-312026-04-27

LYG LLOYDS BANKING GROUP PLC246.1K shares-2.48%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS2.1K shares-4.21%2026-03-312026-04-27

VUG VANGUARD INDEX FDS2.8K shares12.38%2026-03-312026-04-27

DFP FLAHERTY & CRUMRINE DYNAMIC61.0K shares-1.70%2026-03-312026-04-27

Sponsored

SBUX STARBUCKS CORP13.4K shares0.86%2026-03-312026-04-27

VTEB VANGUARD MUN BD FDS23.9K shares-12.07%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS18.4K shares41.73%2026-03-312026-04-27

HII HUNTINGTON INGALLS INDS INC3.1K shares3.20%2026-03-312026-04-27

ELV ELEVANCE HEALTH INC FORMERLY4.0K shares162.43%2026-03-312026-04-27

AMT AMERICAN TOWER CORP6.8K shares3.46%2026-03-312026-04-27

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.4K shares0.74%2026-03-312026-04-27

BROADCOM INC BROADCOM INC3.7K shares8.83%2026-03-312026-04-27

Sponsored

AMAT APPLIED MATLS INC3.4K shares-9.84%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON4.7K shares2.48%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO3.8K shares-1.46%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE4.0K shares-0.22%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC7.8K shares93.15%2026-03-312026-04-27

CAT CATERPILLAR INC1.6K shares-8.85%2026-03-312026-04-27

AMGN AMGEN INC3.1K shares1.09%2026-03-312026-04-27

FIS FIDELITY NATL INFORMATION SV23.6K shares44.35%2026-03-312026-04-27

Sponsored

VO VANGUARD INDEX FDS3.8K shares-4.14%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR1.9K shares-12.60%2026-03-312026-04-27

GPC GENUINE PARTS CO9.9K shares2.03%2026-03-312026-04-27

SCHW SCHWAB CHARLES CORP11.0K shares0.42%2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC20.6K shares3.33%2026-03-312026-04-27

BITB BITWISE BITCOIN ETF TR28.0K shares167.31%2026-03-312026-04-27

ICVT ISHARES TR10.0K shares54.20%2026-03-312026-04-27

SGOV ISHARES TR9.9K shares-2.19%2026-03-312026-04-27

Sponsored

UNH UNITEDHEALTH GROUP INC3.7K shares7.00%2026-03-312026-04-27

HFXI NEW YORK LIFE INVESTMENTS ET29.4K shares-3.03%2026-03-312026-04-27

PG PROCTER & GAMBLE CO6.7K shares-1.31%2026-03-312026-04-27

LOW LOWES COS INC4.0K shares0.45%2026-03-312026-04-27

COP CONOCOPHILLIPS7.0K shares-7.88%2026-03-312026-04-27

COWZ PACER FDS TR14.7K shares-2.77%2026-03-312026-04-27

MUNI PIMCO ETF TR17.6K shares0.00%2026-03-312026-04-27

FBTC FIDELITY WISE ORIGIN BITCOIN15.3K shares-3.10%2026-03-312026-04-27

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC7.7K shares0.87%2026-03-312026-04-27

CRDO CREDO TECHNOLOGY GROUP HOLDI9.5K shares151.51%2026-03-312026-04-27

SPHY SPDR SERIES TRUST37.5K shares17.69%2026-03-312026-04-27

VBK VANGUARD INDEX FDS2.9K shares6.81%2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS3.6K shares3.25%2026-03-312026-04-27

PFE PFIZER INC31.0K shares1.36%2026-03-312026-04-27

HWM HOWMET AEROSPACE INC3.8K shares0.72%2026-03-312026-04-27

BND VANGUARD BD INDEX FDS11.8K shares-0.67%2026-03-312026-04-27

Sponsored

BLACKROCK INC BLACKROCK INC900 shares-0.55%2026-03-312026-04-27

CVX CHEVRON CORPORATION4.1K shares-3.84%2026-03-312026-04-27

CAH CARDINAL HEALTH INC4.0K shares12.17%2026-03-312026-04-27

COPX GLOBAL X FDS10.9K shares53.55%2026-03-312026-04-27

ES EVERSOURCE ENERGY12.0K shares-7.39%2026-03-312026-04-27

CTAS CINTAS CORP4.8K shares36.09%2026-03-312026-04-27

QQQM INVESCO EXCH TRADED FD TR II3.4K shares6.38%2026-03-312026-04-27

IBIT ISHARES BITCOIN TRUST ETF20.7K shares15.74%2026-03-312026-04-27

Sponsored

IVV ISHARES TR1.2K shares-5.82%2026-03-312026-04-27

DFAC DIMENSIONAL ETF TRUST19.2K shares0.00%2026-03-312026-04-27

EIX EDISON INTL10.1K shares-3.98%2026-03-312026-04-27

LLY ELI LILLY & CO799 shares-6.98%2026-03-312026-04-27

ABBV ABBVIE INC3.4K shares9.09%2026-03-312026-04-27

ITW ILLINOIS TOOL WKS INC2.8K shares-2.82%2026-03-312026-04-27

IBD NORTHERN LTS FD TR IV30.1K sharesnew addition2026-03-312026-04-27

CELESTICA INC CELESTICA INC2.6K shares35.58%2026-03-312026-04-27

Sponsored

MA MASTERCARD INCORPORATED1.4K shares2.36%2026-03-312026-04-27

PEP PEPSICO INC4.5K shares-0.42%2026-03-312026-04-27

DOV DOVER CORP3.3K shares20.06%2026-03-312026-04-27

CSCO CISCO SYS INC8.6K shares1.85%2026-03-312026-04-27

PTL NORTHERN LTS FD TR IV2.6K shares235.38%2026-03-312026-04-27

UPS UNITED PARCEL SVCS INC6.7K shares-10.17%2026-03-312026-04-27

GEV GE VERNOVA INC753 shares18.77%2026-03-312026-04-27

ADI ANALOG DEVICES INC2.0K shares-15.57%2026-03-312026-04-27

Sponsored

ATO ATMOS ENERGY CORP3.5K shares27.95%2026-03-312026-04-27

ARGT GLOBAL X FDS6.9K shares167.90%2026-03-312026-04-27

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW6.0K shares-0.62%2026-03-312026-04-27

ORCL ORACLE CORP4.3K shares9.99%2026-03-312026-04-27

MOS MOSAIC CO24.7K shares0.01%2026-03-312026-04-27

CAG CONAGRA BRANDS INC39.6K shares0.00%2026-03-312026-04-27

GLD SPDR GOLD TR1.4K shares3.82%2026-03-312026-04-27

BLES NORTHERN LTS FD TR IV13.8K shares139.75%2026-03-312026-04-27

Sponsored

TXN TEXAS INSTRS INC3.1K shares-16.26%2026-03-312026-04-27

RTX RTX CORPORATION3.2K shares-0.06%2026-03-312026-04-27

DTD WISDOMTREE TR7.0K shares0.00%2026-03-312026-04-27

EMR EMERSON ELEC CO4.6K shares-2.17%2026-03-312026-04-27

ISMD NORTHERN LTS FD TR IV14.7K shares-4.57%2026-03-312026-04-27

ADP AUTOMATIC DATA PROCESSING IN2.9K shares5.50%2026-03-312026-04-27

BUCK SIMPLIFY EXCHANGE TRADED FUN24.4K shares-6.14%2026-03-312026-04-27

INDA ISHARES TR12.1K shares-3.29%2026-03-312026-04-27

Sponsored

LINDE PLC LINDE PLC1.1K shares-4.09%2026-03-312026-04-27

ALB ALBEMARLE CORP3.0K shares-44.69%2026-03-312026-04-27

AFL AFLAC INC4.9K shares0.12%2026-03-312026-04-27

NVS NOVARTIS AG3.4K shares-23.13%2026-03-312026-04-27

TFC TRUIST FINL CORP11.3K shares-6.99%2026-03-312026-04-27

NUE NUCOR CORP3.0K shares-8.92%2026-03-312026-04-27

VWOB VANGUARD WHITEHALL FDS7.7K shares3.48%2026-03-312026-04-27

TEUCRIUM COMMODITY TR TEUCRIUM COMMODITY TR21.4K shares13.89%2026-03-312026-04-27

Sponsored

CSMD PROFESIONALLY MANAGED PORTFO16.4K shares-21.58%2026-03-312026-04-27

NEE NEXTERA ENERGY INC5.5K shares11.42%2026-03-312026-04-27

BARRICK MNG CORP BARRICK MNG CORP12.3K shares56.43%2026-03-312026-04-27

LW LAMB WESTON HLDGS INC11.6K shares0.51%2026-03-312026-04-27

ECL ECOLAB INC1.8K shares-3.71%2026-03-312026-04-27

HUBBELL INC HUBBELL INC987 shares16.67%2026-03-312026-04-27

SSRM SSR MINING IN16.4K shares17.77%2026-03-312026-04-27

BK BANK NEW YORK MELLON CORP4.1K shares-15.56%2026-03-312026-04-27

Sponsored

PNR PENTAIR PLC5.5K shares3.45%2026-03-312026-04-27

GWW WW GRAINGER INC439 shares-4.15%2026-03-312026-04-27

URA GLOBAL X FDS9.7K shares13.56%2026-03-312026-04-27

GDX VANECK ETF TRUST5.1K shares38.13%2026-03-312026-04-27

VOE VANGUARD INDEX FDS2.5K shares17.19%2026-03-312026-04-27

UNILEVER PLC UNILEVER PLC8.0K shares4.94%2026-03-312026-04-27

HD HOME DEPOT INC1.4K shares-3.47%2026-03-312026-04-27

MCK MCKESSON CORP528 shares-34.00%2026-03-312026-04-27

Sponsored

CB CHUBB LTD SWITZ1.4K shares-3.53%2026-03-312026-04-27

FDLS NORTHERN LTS FD TR IV12.2K shares-12.57%2026-03-312026-04-27

ADM ARCHER DANIELS MIDLAND CO6.2K shares-5.59%2026-03-312026-04-27

FLDR FIDELITY MERRIMACK STR TR8.8K shares-0.29%2026-03-312026-04-27

MKC MCCORMICK & CO INC8.7K shares14.56%2026-03-312026-04-27

EATON CORP PLC EATON CORP PLC1.2K shares0.00%2026-03-312026-04-27

BSV VANGUARD BD INDEX FDS5.6K shares12.67%2026-03-312026-04-27

PAGP PLAINS GP HLDGS L P17.9K shares-5.56%2026-03-312026-04-27

Sponsored

GM GENERAL MTRS CO5.8K sharesnew addition2026-03-312026-04-27

ZECP ZACKS TRUST12.6K sharesnew addition2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION426 shares-4.48%2026-03-312026-04-27

GROZ ZACKS TRUST15.4K shares113.02%2026-03-312026-04-27

EMXC ISHARES INC5.4K shares0.00%2026-03-312026-04-27

NFLX NETFLIX INC.4.4K shares-0.48%2026-03-312026-04-27

SCMB SCHWAB STRATEGIC TR16.4K shares-0.69%2026-03-312026-04-27

GIS GENERAL MILLS INC11.1K shares-0.66%2026-03-312026-04-27

Sponsored

IBKR INTERACTIVE BROKERS GROUP IN6.2K shares-17.27%2026-03-312026-04-27

ABT ABBOTT LABORATORIES4.0K shares5.99%2026-03-312026-04-27

TTMI TTM TECHNOLOGIES INC4.2K shares17.80%2026-03-312026-04-27

ED CONSOLIDATED EDISON INC3.6K shares-3.06%2026-03-312026-04-27

COEUR MNG INC COEUR MNG INC22.0K shares107.25%2026-03-312026-04-27

AIRR FIRST TR EXCHANGE TRADED FD3.7K shares92.83%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC2.0K shares134.39%2026-03-312026-04-27

VTV VANGUARD INDEX FDS2.1K shares28.50%2026-03-312026-04-27

Sponsored

AOS SMITH A O CORP6.1K shares-6.37%2026-03-312026-04-27

RISN NORTHERN LTS FD TR IV14.0K sharesnew addition2026-03-312026-04-27

O REALTY INCOME CORP6.5K shares-3.75%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC3.3K shares1.78%2026-03-312026-04-27

SDY SPDR SERIES TRUST2.7K shares0.00%2026-03-312026-04-27

IMCG ISHARES TR5.1K shares13.58%2026-03-312026-04-27

NOC NORTHROP GRUMMAN CORP584 shares-0.51%2026-03-312026-04-27

DIA STATE STR SPDR DOW JONES IND856 shares-5.52%2026-03-312026-04-27

Sponsored

SPGI S&P GLOBAL INC920 shares8.11%2026-03-312026-04-27

PZA INVESCO EXCH TRADED FD TR II16.9K shares0.00%2026-03-312026-04-27

NDSN NORDSON CORP1.5K shares-42.67%2026-03-312026-04-27

AGGH SIMPLIFY EXCHANGE TRADED FUN19.0K shares0.35%2026-03-312026-04-27

ANRO ALTO NEUROSCIENCE INC17.1K sharesnew addition2026-03-312026-04-27

PGR PROGRESSIVE CORP1.9K shares0.00%2026-03-312026-04-27

EXPD EXPEDITORS INTL WASH INC2.6K shares-3.04%2026-03-312026-04-27

CHRW C H ROBINSON WORLDWIDE IN2.3K shares-11.75%2026-03-312026-04-27

Sponsored

BRO BROWN & BROWN INC5.5K shares16.04%2026-03-312026-04-27

NEM NEWMONT CORP3.4K shares64.86%2026-03-312026-04-27

MMM 3M CO2.5K shares-0.64%2026-03-312026-04-27

MTBA SIMPLIFY EXCHANGE TRADED FUN7.3K shares25.15%2026-03-312026-04-27

LITE LUMENTUM HLDGS INC513 sharesnew addition2026-03-312026-04-27

REMX VANECK ETF TRUST4.1K sharesnew addition2026-03-312026-04-27

SMIZ ZACKS TRUST9.6K sharesnew addition2026-03-312026-04-27

SNY SANOFI SA7.2K shares2.01%2026-03-312026-04-27

Sponsored

SJM SMUCKER J M CO3.6K shares-20.11%2026-03-312026-04-27

PEY INVESCO EXCHANGE TRADED FD T16.0K shares0.00%2026-03-312026-04-27

ESS ESSEX PPTY TR INC1.4K shares5.73%2026-03-312026-04-27

RSG REPUBLIC SVCS INC1.6K shares-1.65%2026-03-312026-04-27

STRL STERLING INFRASTRUCTURE INC834 shares28.90%2026-03-312026-04-27

CL COLGATE PALMOLIVE CO4.0K shares-5.05%2026-03-312026-04-27

AMRZ AMRIZE LTD6.0K sharesnew addition2026-03-312026-04-27

CHD CHURCH & DWIGHT CO INC3.6K shares-8.51%2026-03-312026-04-27

Sponsored

AON PLC AON PLC1.0K sharesnew addition2026-03-312026-04-27

DIS DISNEY WALT CO3.5K shares-1.96%2026-03-312026-04-27

UBER UBER TECHNOLOGIES INC4.6K shares3.45%2026-03-312026-04-27

KMX CARMAX INC7.8K shares8.79%2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.7K sharesnew addition2026-03-312026-04-27

ROP ROPER TECHNOLOGIES INC903 shares19.60%2026-03-312026-04-27

IOO ISHARES TR2.7K shares0.00%2026-03-312026-04-27

DOC HEALTHPEAK PROPERTIES INC19.6K shares3.94%2026-03-312026-04-27

Sponsored

PVAL PUTNAM ETF TRUST6.9K shares-5.05%2026-03-312026-04-27

WST WEST PHARMACEUTICAL SVSC INC1.3K shares19.18%2026-03-312026-04-27

SATS ECHOSTAR CORP2.7K shares2.31%2026-03-312026-04-27

TGT TARGET CORP2.6K shares-6.85%2026-03-312026-04-27

KVUE KENVUE INC18.2K shares15.26%2026-03-312026-04-27

AMCOR PLC AMCOR PLC8.7K sharesnew addition2026-03-312026-04-27

VV VANGUARD INDEX FDS1.0K shares0.00%2026-03-312026-04-27

SCHO SCHWAB STRATEGIC TR12.5K shares-6.77%2026-03-312026-04-27

Sponsored

USMV ISHARES TR3.3K shares0.00%2026-03-312026-04-27

JSI JANUS DETROIT STR TR5.8K shares9.85%2026-03-312026-04-27

VOOG VANGUARD ADMIRAL FDS INC738 shares0.00%2026-03-312026-04-27

FMAO FARMERS & MERCHANTS BANCORP11.6K shares0.00%2026-03-312026-04-27

QUIZ ZACKS TRUST10.9K sharesnew addition2026-03-312026-04-27

VYM VANGUARD WHITEHALL FDS2.0K shares0.00%2026-03-312026-04-27

GRID FIRST TR EXCHANGE-TRADED FD1.8K shares8.50%2026-03-312026-04-27

ATI ATI INC2.0K shares-2.93%2026-03-312026-04-27

Sponsored

BEN FRANKLIN RESOURCES INC12.1K shares-8.28%2026-03-312026-04-27

NET CLOUDFLARE INC1.4K shares3.96%2026-03-312026-04-27

COMM VISTANCE NETWORKS INC15.6K shares-25.87%2026-03-312026-04-27

PPG PPG INDS INC2.6K shares-45.71%2026-03-312026-04-27

UNFI UNITED NAT FOODS INC6.2K shares4.70%2026-03-312026-04-27

FAST FASTENAL CO6.0K shares-4.61%2026-03-312026-04-27

VCRB VANGUARD MALVERN FDS3.6K shares-0.39%2026-03-312026-04-27

NOW SERVICENOW INC2.6K shares11.55%2026-03-312026-04-27

Sponsored

DHS WISDOMTREE TR2.5K shares0.00%2026-03-312026-04-27

GLRY NORTHERN LTS FD TR IV7.3K sharesnew addition2026-03-312026-04-27

QUAL ISHARES TR1.4K shares-4.62%2026-03-312026-04-27

FN FABRINET512 sharesnew addition2026-03-312026-04-27

WLDN WILLDAN GROUP INC3.5K shares96.93%2026-03-312026-04-27

GRNY TIDAL TRUST I11.1K shares-7.43%2026-03-312026-04-27

MMC MARSH & MCLENNAN COS INC1.5K shares-1.87%2026-03-312026-04-27

HRL HORMEL FOODS CORP11.5K shares11.13%2026-03-312026-04-27

Sponsored

FDS FACTSET RESH SYS INC1.2K shares53.19%2026-03-312026-04-27

IQV IQVIA HLDGS INC1.5K shares2.56%2026-03-312026-04-27

LUMN LUMEN TECHNOLOGIES INC37.4K shares6.00%2026-03-312026-04-27

XLV SELECT SECTOR SPDR TR1.8K shares15.88%2026-03-312026-04-27

KMB KIMBERLY-CLARK CORP2.6K shares9.04%2026-03-312026-04-27

OKTA OKTA INC3.3K shares-19.10%2026-03-312026-04-27

DE DEERE & CO450 shares0.00%2026-03-312026-04-27

ERIE ERIE INDTY CO1.0K shares23.80%2026-03-312026-04-27

Sponsored

COWG PACER FDS TR7.4K shares6.29%2026-03-312026-04-27

TROW PRICE T ROWE GROUP INC2.8K shares8.67%2026-03-312026-04-27

SCHA SCHWAB STRATEGIC TR8.5K shares0.00%2026-03-312026-04-27

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.2K sharesnew addition2026-03-312026-04-27

INCY INCYTE CORP2.6K shares9.15%2026-03-312026-04-27

BITWISE 10 CRYPTO INDEX ETF BITWISE 10 CRYPTO INDEX ETF5.5K shares1.30%2026-03-312026-04-27

PL PLANET LABS PBC8.7K sharesnew addition2026-03-312026-04-27

IJR ISHARES TR2.0K shares0.00%2026-03-312026-04-27

Sponsored

LMT LOCKHEED MARTIN CORP400 shares-14.53%2026-03-312026-04-27

LDOS LEIDOS HOLDINGS INC1.5K shares0.13%2026-03-312026-04-27

PFM INVESCO EXCHANGE TRADED FD T4.7K shares0.00%2026-03-312026-04-27

PARR PAR PAC HOLDINGS INC3.8K shares-36.50%2026-03-312026-04-27

TWLO TWILIO INC1.9K shares11.67%2026-03-312026-04-27

QCOM QUALCOMM INC1.8K shares-0.71%2026-03-312026-04-27

TIGO MILLICOM INTL CELLULAR S A3.1K sharesnew addition2026-03-312026-04-27

CLX CLOROX CO DEL2.2K shares-3.68%2026-03-312026-04-27

Sponsored

JD JD.COM INC7.9K shares0.00%2026-03-312026-04-27

ETHA ISHARES ETHEREUM TR14.5K sharesnew addition2026-03-312026-04-27

SHYD VANECK ETF TRUST10.2K shares0.00%2026-03-312026-04-27

BF.B BROWN FORMAN CORP8.3K shares-1.63%2026-03-312026-04-27

GFI GOLD FIELDS LTD4.9K shares8.92%2026-03-312026-04-27

STERIS PLC STERIS PLC1.0K shares0.00%2026-03-312026-04-27

SCHM SCHWAB STRATEGIC TR7.1K shares6.59%2026-03-312026-04-27

JBBB JANUS DETROIT STR TR4.7K sharesnew addition2026-03-312026-04-27

Sponsored

AMP AMERIPRISE FINL INC486 shares0.00%2026-03-312026-04-27

NUEM NUSHARES ETF TR5.9K shares0.00%2026-03-312026-04-27

FMB FIRST TR EXCH TRADED FD III4.2K shares0.00%2026-03-312026-04-27

SKYW SKYWEST INC2.3K shares-32.97%2026-03-312026-04-27

IMCV ISHARES TR2.5K shares-3.84%2026-03-312026-04-27

LQD ISHARES TR1.9K shares0.10%2026-03-312026-04-27

LEU CENTRUS ENERGY CORP1.2K sharesnew addition2026-03-312026-04-27

SIL GLOBAL X FDS2.3K sharesnew addition2026-03-312026-04-27

Sponsored

HON HONEYWELL INTL INC919 shares0.00%2026-03-312026-04-27

SHYG ISHARES TR4.9K sharesnew addition2026-03-312026-04-27

XLU SELECT SECTOR SPDR TR4.4K sharesnew addition2026-03-312026-04-27

TMO THERMO FISHER SCIENTIFIC INC410 shares0.24%2026-03-312026-04-27

APP APPLOVIN CORP504 sharesnew addition2026-03-312026-04-27

PLTM GRANITESHARES PLATINUM TR10.2K sharesnew addition2026-03-312026-04-27

USAR USA RARE EARTH INC11.6K sharesnew addition2026-03-312026-04-27

UAMY UNITED STATES ANTIMONY CORP13.7K shares8.98%2026-03-312026-04-27

Sponsored

NUVB NUVATION BIO INC18.5K shares40.27%2026-03-312026-04-27

HITI HIGH TIDE INC12.0K shares0.00%2026-03-312026-04-27

BLND BLEND LABS INC12.4K sharesnew addition2026-03-312026-04-27

NMTC NEUROONE MED TECHNOLOGIES CO19.6K sharesnew addition2026-03-312026-04-27

SNDL INC SNDL INC10.6K shares0.00%2026-03-312026-04-27

INCR INTERCURE LTD11.9K shares0.00%2026-03-312026-04-27

NXXT NEXTNRG INC16.4K sharesnew addition2026-03-312026-04-27

SCHZ

SCHWAB STRATEGIC TR

7.69%

Shares797.2K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

-18.19%

Shares52.5K

Event2026-03-31

Filed2026-04-27

VCIT

VANGUARD SCOTTSDALE FDS

-1.85%

Shares133.6K

Event2026-03-31

Filed2026-04-27

VIGI

VANGUARD WHITEHALL FDS

-3.61%

Shares108.4K

Event2026-03-31

Filed2026-04-27

VCLT

VANGUARD SCOTTSDALE FDS

-11.71%

Shares119.5K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

7.23%

Shares23.9K

Event2026-03-31

Filed2026-04-27

SPEM

SPDR INDEX SHS FDS

-5.88%

Shares188.4K

Event2026-03-31

Filed2026-04-27

DVYE

ISHARES INC

-6.81%

Shares224.7K

Event2026-03-31

Filed2026-04-27

SPSB

SPDR SERIES TRUST

33.42%

Shares215.6K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

19.87%

Shares28.1K

Event2026-03-31

Filed2026-04-27

MCD

MCDONALDS CORP

-0.20%

Shares17.7K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

22.58%

Shares29.4K

Event2026-03-31

Filed2026-04-27

CRM

SALESFORCE INC

0.09%

Shares25.6K

Event2026-03-31

Filed2026-04-27

TSLA

TESLA INC

9.72%

Shares11.8K

Event2026-03-31

Filed2026-04-27

CINF

CINCINNATI FINL CORP

0.12%

Shares27.4K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-12.14%

Shares13.1K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

-1.41%

Shares11.2K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

-3.56%

Shares19.3K

Event2026-03-31

Filed2026-04-27

BIL

SPDR SERIES TRUST

-25.20%

Shares34.9K

Event2026-03-31

Filed2026-04-27

SCHG

SCHWAB STRATEGIC TR

1.78%

Shares108.8K

Event2026-03-31

Filed2026-04-27