Sponsored

The Analysis of RICHARDS, MERRILL & PETERSON, INC.'s Holdings & P&L

Currently, RICHARDS, MERRILL & PETERSON, INC. holds 283 types of securities in its portfolio with a total value $272.6M. In the most recent quarter, they have increased their positions in MSFT (+4.8K shares, valued at $1.8M), CGSD (+62.7K shares, valued at $1.6M), AMZN (+6.1K shares, valued at $1.3M); decreased their positions in CVX (-4.4K shares, valued at $920.3K), QCOM (-2.9K shares, valued at $372.2K), XOM (-1.9K shares, valued at $330.7K); initiated new positions in QJUN (+18.0K shares, valued at $562.4K), N/A (+9.0K shares, valued at $510.7K), COPJ (+9.7K shares, valued at $379.0K).

1M P&L

+9.0M+3.57%

3M P&L

+9.3M+3.70%

HY P&L

+21.2M+8.85%

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/A65.5M

27.6%

2Software - Infrastructure16.9M

7.1%

3Discount Stores14.8M

6.2%

Top Industries by Stock Count

1N/A142 stocks

54.2%

2Semiconductors7 stocks

2.7%

3Specialty Industrial Machinery6 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

COST COSTCO WHOLESALE CORPORATION12.8K shares0.65%2026-03-312026-04-17

AAPL APPLE INC48.3K shares1.43%2026-03-312026-04-17

MSFT MICROSOFT CORP31.7K shares17.69%2026-03-312026-04-17

AMZN AMAZON COM INC48.0K shares14.63%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR15.6K shares0.25%2026-03-312026-04-17

NVDA NVIDIA CORPORATION47.2K shares6.26%2026-03-312026-04-17

ALPHABET INC ALPHABET INC22.6K shares7.13%2026-03-312026-04-17

CVX CHEVRON CORPORATION30.3K shares-12.80%2026-03-312026-04-17

Sponsored

SPY STATE STR SPDR S&P 500 ETF T9.4K shares-0.56%2026-03-312026-04-17

SYK STRYKER CORPORATION16.2K shares8.23%2026-03-312026-04-17

CGSD CAPITAL GRP FIXED INCM ETF T187.0K shares50.39%2026-03-312026-04-17

SCHD SCHWAB STRATEGIC TR151.8K shares26.23%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO15.7K shares2.30%2026-03-312026-04-17

META META PLATFORMS INC7.8K shares15.15%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS6.5K shares3.98%2026-03-312026-04-17

RTX RTX CORPORATION18.5K shares-2.07%2026-03-312026-04-17

Sponsored

CGGR CAPITAL GROUP GROWTH ETF84.7K shares21.45%2026-03-312026-04-17

AMAT APPLIED MATLS INC9.6K shares-1.66%2026-03-312026-04-17

HD HOME DEPOT INC9.9K shares1.84%2026-03-312026-04-17

XOM EXXON MOBIL CORP17.2K shares-10.16%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.9K shares2.06%2026-03-312026-04-17

CAT CATERPILLAR INC3.9K shares-1.25%2026-03-312026-04-17

ISRG INTUITIVE SURGICAL INC5.9K shares4.64%2026-03-312026-04-17

PTRB PGIM ETF TR65.2K shares2.79%2026-03-312026-04-17

Sponsored

ALPHABET INC ALPHABET INC9.0K shares-3.63%2026-03-312026-04-17

CGDV CAPITAL GROUP DIVIDEND VALUE59.3K shares72.58%2026-03-312026-04-17

CGCB CAPITAL GRP FIXED INCM ETF T90.8K shares5.66%2026-03-312026-04-17

V VISA INC7.6K shares-3.96%2026-03-312026-04-17

LOW LOWES COS INC9.5K shares-0.23%2026-03-312026-04-17

PLTR PALANTIR TECHNOLOGIES INC14.9K shares4.95%2026-03-312026-04-17

CSCO CISCO SYS INC27.7K shares0.06%2026-03-312026-04-17

MU MICRON TECHNOLOGY INC6.3K shares4.93%2026-03-312026-04-17

Sponsored

INCM FRANKLIN TEMPLETON ETF TR72.7K shares38.54%2026-03-312026-04-17

BROADCOM INC BROADCOM INC6.6K shares32.00%2026-03-312026-04-17

IBM INTERNATIONAL BUSINESS MACHS8.0K shares5.06%2026-03-312026-04-17

MCD MCDONALDS CORP6.0K shares6.28%2026-03-312026-04-17

MERCK & CO INC MERCK & CO INC15.5K shares-2.25%2026-03-312026-04-17

PG PROCTER & GAMBLE CO12.6K shares7.53%2026-03-312026-04-17

MS MORGAN STANLEY10.9K shares8.34%2026-03-312026-04-17

IJH ISHARES TR26.4K shares0.68%2026-03-312026-04-17

Sponsored

WMT WALMART INC13.8K shares0.39%2026-03-312026-04-17

KO COCA COLA CO21.9K shares2.53%2026-03-312026-04-17

CGMS CAPITAL GRP FIXED INCM ETF T59.8K shares-2.53%2026-03-312026-04-17

VZ VERIZON COMMUNICATIONS INC31.7K shares-2.44%2026-03-312026-04-17

WM WASTE MGMT INC DEL6.7K shares0.83%2026-03-312026-04-17

HON HONEYWELL INTL INC6.8K shares-5.21%2026-03-312026-04-17

CEG CONSTELLATION ENERGY CORP5.4K shares5.37%2026-03-312026-04-17

MEDTRONIC PLC MEDTRONIC PLC17.1K shares0.32%2026-03-312026-04-17

Sponsored

TMUS T-MOBILE US INC6.9K shares4.08%2026-03-312026-04-17

ABBV ABBVIE INC6.7K shares1.46%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON5.8K shares1.18%2026-03-312026-04-17

IJR ISHARES TR11.4K shares-1.16%2026-03-312026-04-17

FDX FEDEX CORP3.9K shares-6.68%2026-03-312026-04-17

AVA AVISTA CORP33.5K shares-1.97%2026-03-312026-04-17

CGCP CAPITAL GRP FIXED INCM ETF T59.2K shares2.51%2026-03-312026-04-17

USB US BANCORP25.2K shares-2.90%2026-03-312026-04-17

Sponsored

ORCL ORACLE CORP8.5K shares10.59%2026-03-312026-04-17

PANW PALO ALTO NETWORKS INC7.7K shares17.71%2026-03-312026-04-17

TSM TAIWAN SEMICONDUCTOR MANUFAC3.5K shares18.17%2026-03-312026-04-17

WDIV SPDR INDEX SHS FDS14.6K shares24.63%2026-03-312026-04-17

SBUX STARBUCKS CORP12.2K shares1.97%2026-03-312026-04-17

EMR EMERSON ELEC CO8.3K shares-0.75%2026-03-312026-04-17

TXN TEXAS INSTRS INC5.6K shares-0.50%2026-03-312026-04-17

BLACKSTONE INC BLACKSTONE INC9.3K shares20.58%2026-03-312026-04-17

Sponsored

ABT ABBOTT LABORATORIES10.4K shares9.10%2026-03-312026-04-17

LHX L3HARRIS TECHNOLOGIES INC3.1K shares0.00%2026-03-312026-04-17

NUE NUCOR CORP6.2K shares1.58%2026-03-312026-04-17

VYM VANGUARD WHITEHALL FDS7.0K shares0.57%2026-03-312026-04-17

SO SOUTHERN CO10.5K shares1.01%2026-03-312026-04-17

UBER UBER TECHNOLOGIES INC13.7K shares29.65%2026-03-312026-04-17

VEA VANGUARD TAX-MANAGED FDS15.4K shares2.64%2026-03-312026-04-17

JPST J P MORGAN EXCHANGE TRADED F19.0K shares79.30%2026-03-312026-04-17

Sponsored

LLY ELI LILLY & CO1.0K shares2.46%2026-03-312026-04-17

ORLY OREILLY AUTOMOTIVE INC10.2K shares20.84%2026-03-312026-04-17

IEFA ISHARES TR10.0K shares0.00%2026-03-312026-04-17

UNP UNION PAC CORP3.7K shares-8.21%2026-03-312026-04-17

SMH VANECK ETF TRUST2.3K shares102.51%2026-03-312026-04-17

TT TRANE TECHNOLOGIES PLC2.2K shares10.59%2026-03-312026-04-17

LINDE PLC LINDE PLC1.8K shares56.82%2026-03-312026-04-17

AXP AMERICAN EXPRESS CO2.9K shares-0.62%2026-03-312026-04-17

Sponsored

LDOS LEIDOS HOLDINGS INC5.6K shares-0.16%2026-03-312026-04-17

FENI FIDELITY COVINGTON TRUST22.8K shares33.89%2026-03-312026-04-17

LMT LOCKHEED MARTIN CORP1.4K shares0.36%2026-03-312026-04-17

NFLX NETFLIX INC.8.5K shares24.92%2026-03-312026-04-17

FEGE RBB FUND TRUST17.2K shares49.07%2026-03-312026-04-17

BLACKROCK INC BLACKROCK INC833 shares-2.00%2026-03-312026-04-17

TJX TJX COS INC NEW5.0K shares14.95%2026-03-312026-04-17

IWM ISHARES TR3.2K shares-9.89%2026-03-312026-04-17

Sponsored

IJT ISHARES TR5.5K shares-11.07%2026-03-312026-04-17

ITW ILLINOIS TOOL WKS INC3.0K shares-5.77%2026-03-312026-04-17

TSCO TRACTOR SUPPLY CO16.8K shares0.30%2026-03-312026-04-17

DHR DANAHER CORP DEL4.0K shares6.02%2026-03-312026-04-17

IEMG ISHARES INC10.8K shares21.77%2026-03-312026-04-17

XLF SELECT SECTOR SPDR TR15.0K shares1965.52%2026-03-312026-04-17

APD AIR PRODUCTS AND CHEMICALS I2.5K shares-24.30%2026-03-312026-04-17

TSLA TESLA INC2.0K shares5.13%2026-03-312026-04-17

Sponsored

UNH UNITEDHEALTH GROUP INC2.6K shares5.33%2026-03-312026-04-17

SNOW SNOWFLAKE INC4.4K shares2.94%2026-03-312026-04-17

CGMM CAPITAL GROUP EQUITY ETF TR21.3K shares58.41%2026-03-312026-04-17

XLI SELECT SECTOR SPDR TR3.8K shares2303.13%2026-03-312026-04-17

DIS DISNEY WALT CO6.2K shares-3.60%2026-03-312026-04-17

AMD ADVANCED MICRO DEVICES INC2.9K shares38.08%2026-03-312026-04-17

XLU SELECT SECTOR SPDR TR12.6K shares1095.24%2026-03-312026-04-17

QJUN FIRST TR EXCHNG TRADED FD VI18.0K sharesnew addition2026-03-312026-04-17

Sponsored

COP CONOCOPHILLIPS4.2K shares-10.83%2026-03-312026-04-17

NKE NIKE INC10.6K shares4.53%2026-03-312026-04-17

BOND PIMCO ETF TR6.0K shares0.03%2026-03-312026-04-17

CGSM CAPITAL GRP FIXED INCM ETF T20.8K shares-0.12%2026-03-312026-04-17

VOE VANGUARD INDEX FDS3.0K shares-1.70%2026-03-312026-04-17

IJK ISHARES TR5.4K shares-16.38%2026-03-312026-04-17

MA MASTERCARD INCORPORATED1.1K shares0.09%2026-03-312026-04-17

CGUS CAPITAL GROUP CORE EQUITY ET14.1K shares20.21%2026-03-312026-04-17

Sponsored

CRM SALESFORCE INC2.9K shares-32.27%2026-03-312026-04-17

ASML ASML HLDG NV405 shares12.50%2026-03-312026-04-17

PVAL PUTNAM ETF TRUST11.3K shares59.15%2026-03-312026-04-17

DHI D R HORTON INC3.8K shares-15.35%2026-03-312026-04-17

AFL AFLAC INC4.7K shares-10.29%2026-03-312026-04-17

PROSHARES TR PROSHARES TR9.0K sharesnew addition2026-03-312026-04-17

KMI KINDER MORGAN INC DEL15.0K shares-5.78%2026-03-312026-04-17

CRWD CROWDSTRIKE HLDGS INC1.3K shares14.32%2026-03-312026-04-17

Sponsored

GLDM WORLD GOLD TR5.3K shares0.00%2026-03-312026-04-17

ROK ROCKWELL AUTOMATION INC1.4K shares1.88%2026-03-312026-04-17

CGBL CAPITAL GROUP CORE BALANCED14.2K shares1.64%2026-03-312026-04-17

QCOM QUALCOMM INC3.8K shares-43.50%2026-03-312026-04-17

GSEW GOLDMAN SACHS ETF TR5.5K shares10.78%2026-03-312026-04-17

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.3K shares-7.39%2026-03-312026-04-17

VO VANGUARD INDEX FDS1.6K shares2.24%2026-03-312026-04-17

IVW ISHARES TR4.0K shares-3.58%2026-03-312026-04-17

Sponsored

BAC BANK AMERICA CORP9.1K shares-2.14%2026-03-312026-04-17

PCAR PACCAR INC3.7K shares0.25%2026-03-312026-04-17

AMGN AMGEN INC1.1K shares-2.57%2026-03-312026-04-17

MUB ISHARES TR3.8K shares0.00%2026-03-312026-04-17

COPJ SPROTT FDS TR9.7K sharesnew addition2026-03-312026-04-17

BROS DUTCH BROS INC7.5K shares0.81%2026-03-312026-04-17

GBTC GRAYSCALE BITCOIN TRUST ETF7.2K shares-17.74%2026-03-312026-04-17

PSX PHILLIPS 662.0K shares-5.06%2026-03-312026-04-17

Sponsored

PAYX PAYCHEX INC4.0K shares9.52%2026-03-312026-04-17

SYY SYSCO CORP5.2K shares-27.71%2026-03-312026-04-17

IVV ISHARES TR556 shares2.77%2026-03-312026-04-17

ENVX ENOVIX CORPORATION68.1K shares8.13%2026-03-312026-04-17

VIG VANGUARD SPECIALIZED FUNDS1.6K sharesnew addition2026-03-312026-04-17

DFAE DIMENSIONAL ETF TRUST10.3K shares0.00%2026-03-312026-04-17

EFA ISHARES TR3.5K shares7.48%2026-03-312026-04-17

URI UNITED RENTALS INC463 shares6.93%2026-03-312026-04-17

Sponsored

ITOT ISHARES TR2.4K shares0.00%2026-03-312026-04-17

PRU PRUDENTIAL FINL INC3.4K shares2.30%2026-03-312026-04-17

TGT TARGET CORP2.7K shares-17.88%2026-03-312026-04-17

BMY BRISTOL-MYERS SQUIBB CO5.4K shares-7.27%2026-03-312026-04-17

RSG REPUBLIC SVCS INC1.5K shares0.07%2026-03-312026-04-17

XYL XYLEM INC2.7K shares30.12%2026-03-312026-04-17

DIA STATE STR SPDR DOW JONES IND688 shares0.00%2026-03-312026-04-17

DFAS DIMENSIONAL ETF TRUST4.4K shares0.02%2026-03-312026-04-17

Sponsored

OXY OCCIDENTAL PETE CORP4.8K shares-46.06%2026-03-312026-04-17

CGXU CAPITAL GROUP INTL FOCUS EQT10.4K sharesnew addition2026-03-312026-04-17

DVN DEVON ENERGY CORP NEW6.0K shares-0.90%2026-03-312026-04-17

PEP PEPSICO INC1.9K shares3.58%2026-03-312026-04-17

CGDG CAPITAL GROUP DIVIDEND GROWE8.2K sharesnew addition2026-03-312026-04-17

SDCI USCF ETF TR10.8K shares0.00%2026-03-312026-04-17

NOBL PROSHARES TR2.7K shares0.00%2026-03-312026-04-17

PLD PROLOGIS INC.2.1K shares0.05%2026-03-312026-04-17

Sponsored

XLE SELECT SECTOR SPDR TR4.4K shares740.38%2026-03-312026-04-17

DFIV DIMENSIONAL ETF TRUST4.9K shares0.00%2026-03-312026-04-17

BSV VANGUARD BD INDEX FDS3.3K shares54.10%2026-03-312026-04-17

FVD FIRST TR EXCHANGE-TRADED FD5.4K shares3.80%2026-03-312026-04-17

O REALTY INCOME CORP4.1K shares-8.87%2026-03-312026-04-17

EOSE EOS ENERGY ENTERPRISES INC49.8K shares1.84%2026-03-312026-04-17

GS GOLDMAN SACHS GROUP INC292 shares5.42%2026-03-312026-04-17

VRT VERTIV HOLDINGS CO980 sharesnew addition2026-03-312026-04-17

Sponsored

CGMU CAPITAL GRP FIXED INCM ETF T8.9K shares0.00%2026-03-312026-04-17

LAM RESEARCH CORP LAM RESEARCH CORP1.1K sharesnew addition2026-03-312026-04-17

IVE ISHARES TR1.1K shares0.00%2026-03-312026-04-17

VICI VICI PPTYS INC8.6K sharesnew addition2026-03-312026-04-17

STAG STAG INDUSTRIAL INC6.4K shares2.17%2026-03-312026-04-17

VTI VANGUARD INDEX FDS700 shares-4.50%2026-03-312026-04-17

WAB WABTEC894 sharesnew addition2026-03-312026-04-17

SCHV SCHWAB STRATEGIC TR7.2K shares0.00%2026-03-312026-04-17

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.2K shares-20.67%2026-03-312026-04-17

DOV DOVER CORP1.0K sharesnew addition2026-03-312026-04-17

IJJ ISHARES TR1.6K shares-48.96%2026-03-312026-04-17

KR KROGER CO2.9K sharesnew addition2026-03-312026-04-17

FEOE RBB FUND TRUST4.1K shares3.82%2026-03-312026-04-17

EQIX EQUINIX INC205 sharesnew addition2026-03-312026-04-17

AGG ISHARES TR2.0K shares8.20%2026-03-312026-04-17

MHD BLACKROCK MUNIHOLDINGS FD IN17.5K sharesnew addition2026-03-312026-04-17

Sponsored

VWO VANGUARD INTL EQUITY INDEX F3.6K shares0.00%2026-03-312026-04-17

GPIX GOLDMAN SACHS ETF TR3.8K shares20.71%2026-03-312026-04-17

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.4K shares-7.57%2026-03-312026-04-17

OMFL INVESCO EXCH TRD SLF IDX FD3.0K shares3.65%2026-03-312026-04-17

SHY ISHARES TR2.1K shares27.74%2026-03-312026-04-17

SCHG SCHWAB STRATEGIC TR5.7K shares-25.43%2026-03-312026-04-17

XMHQ INVESCO EXCHANGE TRADED FD T1.6K shares0.00%2026-03-312026-04-17

SHV ISHARES TR1.4K sharesnew addition2026-03-312026-04-17

Sponsored

DE DEERE & CO284 shares22.41%2026-03-312026-04-17

XMMO INVESCO EXCHANGE TRADED FD T1.1K shares0.00%2026-03-312026-04-17

T AT&T INC5.3K shares0.00%2026-03-312026-04-17

UPS UNITED PARCEL SVCS INC1.5K shares-0.68%2026-03-312026-04-17

VOT VANGUARD INDEX FDS549 shares0.37%2026-03-312026-04-17

SCHA SCHWAB STRATEGIC TR4.5K shares0.00%2026-03-312026-04-17

BA BOEING CO643 shares11.83%2026-03-312026-04-17

JEPI J P MORGAN EXCHANGE TRADED F2.3K shares105.18%2026-03-312026-04-17

Sponsored

VIGI VANGUARD WHITEHALL FDS1.4K shares321.21%2026-03-312026-04-17

CMI CUMMINS INC220 shares0.00%2026-03-312026-04-17

SCHM SCHWAB STRATEGIC TR3.8K shares0.00%2026-03-312026-04-17

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP331 shares0.00%2026-03-312026-04-17

SCHW SCHWAB CHARLES CORP1.2K shares0.00%2026-03-312026-04-17

VBK VANGUARD INDEX FDS371 shares0.00%2026-03-312026-04-17

ESGV VANGUARD WORLD FD960 shares10.34%2026-03-312026-04-17

VV VANGUARD INDEX FDS350 shares-11.84%2026-03-312026-04-17

Sponsored

VTWO VANGUARD SCOTTSDALE FDS1.0K shares0.00%2026-03-312026-04-17

VYMI VANGUARD WHITEHALL FDS1.1K shares0.00%2026-03-312026-04-17

VTV VANGUARD INDEX FDS499 shares-4.77%2026-03-312026-04-17

XSVM INVESCO EXCHANGE TRADED FD T1.5K shares0.00%2026-03-312026-04-17

ADP AUTOMATIC DATA PROCESSING IN443 shares10.47%2026-03-312026-04-17

SCHX SCHWAB STRATEGIC TR3.5K shares0.00%2026-03-312026-04-17

SPHQ INVESCO EXCHANGE TRADED FD T1.2K shares0.00%2026-03-312026-04-17

FEZ SPDR INDEX SHS FDS1.4K shares0.00%2026-03-312026-04-17

Sponsored

EMXC ISHARES INC1.1K shares0.00%2026-03-312026-04-17

F FORD MTR CO7.2K shares11.85%2026-03-312026-04-17

GCAL GOLDMAN SACHS ETF TR1.5K shares0.00%2026-03-312026-04-17

JAVA J P MORGAN EXCHANGE TRADED F1.0K shares0.00%2026-03-312026-04-17

CMF ISHARES TR1.2K shares0.00%2026-03-312026-04-17

MGK VANGUARD WORLD FD185 shares0.00%2026-03-312026-04-17

SCHO SCHWAB STRATEGIC TR2.6K shares0.00%2026-03-312026-04-17

IWS ISHARES TR379 shares0.00%2026-03-312026-04-17

Sponsored

MGV VANGUARD WORLD FD375 shares0.00%2026-03-312026-04-17

INTC INTEL CORP1.2K shares11.36%2026-03-312026-04-17

GM GENERAL MTRS CO715 shares0.00%2026-03-312026-04-17

VUG VANGUARD INDEX FDS121 shares0.00%2026-03-312026-04-17

JPEM J P MORGAN EXCHANGE TRADED F846 sharesnew addition2026-03-312026-04-17

FLQM FRANKLIN TEMPLETON ETF TR949 sharesnew addition2026-03-312026-04-17

IEF ISHARES TR499 shares0.00%2026-03-312026-04-17

CMCSA COMCAST CORP NEW1.6K shares-28.21%2026-03-312026-04-17

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T231 shares0.43%2026-03-312026-04-17

BSJR INVESCO EXCH TRD SLF IDX FD1.9K shares0.00%2026-03-312026-04-17

XLK SELECT SECTOR SPDR TR312 shares0.00%2026-03-312026-04-17

BSJQ INVESCO EXCH TRD SLF IDX FD1.8K shares0.00%2026-03-312026-04-17

IMCG ISHARES TR510 shares0.00%2026-03-312026-04-17

IXN ISHARES TR400 shares0.00%2026-03-312026-04-17

FNDX SCHWAB STRATEGIC TR1.3K shares0.00%2026-03-312026-04-17

DFAI DIMENSIONAL ETF TRUST846 shares0.24%2026-03-312026-04-17

Sponsored

XLV SELECT SECTOR SPDR TR220 shares0.00%2026-03-312026-04-17

LUV SOUTHWEST AIRLS CO842 shares0.00%2026-03-312026-04-17

PEY INVESCO EXCHANGE TRADED FD T1.5K shares0.00%2026-03-312026-04-17

ICLN ISHARES TR1.7K sharesnew addition2026-03-312026-04-17

DVY ISHARES TR200 shares0.00%2026-03-312026-04-17

VCIT VANGUARD SCOTTSDALE FDS363 shares0.55%2026-03-312026-04-17

IWF ISHARES TR69 shares76.92%2026-03-312026-04-17

IWD ISHARES TR135 shares0.00%2026-03-312026-04-17

Sponsored

CITIGROUP INC CITIGROUP INC240 shares0.00%2026-03-312026-04-17

PGF INVESCO EXCHANGE TRADED FD T1.9K shares0.00%2026-03-312026-04-17

PAAA PGIM ETF TR500 sharesnew addition2026-03-312026-04-17

AMT AMERICAN TOWER CORP145 shares0.00%2026-03-312026-04-17

IWP ISHARES TR186 shares0.00%2026-03-312026-04-17

CROWN CASTLE INC CROWN CASTLE INC275 shares0.00%2026-03-312026-04-17

PULS PGIM ETF TR450 shares-30.77%2026-03-312026-04-17

IUSG ISHARES TR132 shares0.00%2026-03-312026-04-17

Sponsored

MOAT VANECK ETF TRUST200 shares0.00%2026-03-312026-04-17

VB VANGUARD INDEX FDS62 shares0.00%2026-03-312026-04-17

VEU VANGUARD INTL EQUITY INDEX F216 shares0.00%2026-03-312026-04-17

XLY SELECT SECTOR SPDR TR140 shares0.00%2026-03-312026-04-17

IXJ ISHARES TR147 shares0.00%2026-03-312026-04-17

IUSV ISHARES TR132 shares0.00%2026-03-312026-04-17

IBB ISHARES TR75 shares0.00%2026-03-312026-04-17

PM PHILIP MORRIS INTL INC75 shares-57.39%2026-03-312026-04-17

Sponsored

OXY.WS OCCIDENTAL PETE CORP273 shares-32.76%2026-03-312026-04-17

GOLDMAN SACHS ETF TR GOLDMAN SACHS ETF TR284 shares0.00%2026-03-312026-04-17

MMC MARSH & MCLENNAN COS INC59 shares0.00%2026-03-312026-04-17

GSLC GOLDMAN SACHS ETF TR80 shares0.00%2026-03-312026-04-17

TM TOYOTA MOTOR CORP45 sharesnew addition2026-03-312026-04-17

VONG VANGUARD SCOTTSDALE FDS78 shares5.41%2026-03-312026-04-17

IDV ISHARES TR187 shares0.00%2026-03-312026-04-17

XLP SELECT SECTOR SPDR TR95 shares0.00%2026-03-312026-04-17

Sponsored

VBR VANGUARD INDEX FDS32 shares0.00%2026-03-312026-04-17

EFV ISHARES TR86 shares0.00%2026-03-312026-04-17

SCZ ISHARES TR77 shares13.24%2026-03-312026-04-17

IYH ISHARES TR77 shares0.00%2026-03-312026-04-17

JPIN J P MORGAN EXCHANGE TRADED F52 shares0.00%2026-03-312026-04-17

AFLG FIRST TR EXCHNG TRADED FD VI96 sharesnew addition2026-03-312026-04-17

VMBS VANGUARD SCOTTSDALE FDS47 shares-77.29%2026-03-312026-04-17

BIV VANGUARD BD INDEX FDS28 shares0.00%2026-03-312026-04-17

Sponsored

BLV VANGUARD BD INDEX FDS31 shares0.00%2026-03-312026-04-17

VXF VANGUARD INDEX FDS4 shares0.00%2026-03-312026-04-17

IWR ISHARES TR8 sharesnew addition2026-03-312026-04-17

COST

COSTCO WHOLESALE CORPORATION

0.65%

Shares12.8K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

1.43%

Shares48.3K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

17.69%

Shares31.7K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

14.63%

Shares48.0K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

0.25%

Shares15.6K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

6.26%

Shares47.2K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

7.13%

Shares22.6K

Event2026-03-31

Filed2026-04-17

CVX

CHEVRON CORPORATION

-12.80%

Shares30.3K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

-0.56%

Shares9.4K

Event2026-03-31

Filed2026-04-17

SYK

STRYKER CORPORATION

8.23%

Shares16.2K

Event2026-03-31

Filed2026-04-17

CGSD

CAPITAL GRP FIXED INCM ETF T

50.39%

Shares187.0K

Event2026-03-31

Filed2026-04-17

SCHD

SCHWAB STRATEGIC TR

26.23%

Shares151.8K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

2.30%

Shares15.7K

Event2026-03-31

Filed2026-04-17