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The Analysis of River Wealth Advisors LLC's Holdings & P&L

Currently, River Wealth Advisors LLC holds 205 types of securities in its portfolio with a total value $870.8M. In the most recent quarter, they have increased their positions in VEU (+79.0K shares, valued at $5.9M), N/A (+25.6K shares, valued at $4.9M), IEMG (+63.8K shares, valued at $4.5M); decreased their positions in XSMO (-42.4K shares, valued at $3.2M), SMLF (-42.6K shares, valued at $3.2M), IVV (-4.4K shares, valued at $2.9M); initiated new positions in N/A (+25.6K shares, valued at $4.9M), TFC (+8.1K shares, valued at $370.4K), SCHG (+8.4K shares, valued at $245.1K).

1M P&L

+19.0M+2.42%

3M P&L

+12.7M+1.61%

HY P&L

+50.0M+6.62%

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/A267.3M

35.2%

2Consumer Electronics50.6M

6.6%

3Software - Infrastructure46.3M

6.1%

Top Industries by Stock Count

1N/A70 stocks

37.0%

2Drug Manufacturers - General5 stocks

2.6%

3Specialty Industrial Machinery5 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC184.5K shares-0.77%2026-03-312026-05-13

IWR ISHARES TR450.2K shares4.64%2026-03-312026-05-13

NVDA NVIDIA CORPORATION217.8K shares0.46%2026-03-312026-05-13

MSFT MICROSOFT CORP84.3K shares3.91%2026-03-312026-05-13

IVV ISHARES TR47.4K shares-8.53%2026-03-312026-05-13

ALPHABET INC ALPHABET INC101.9K shares-4.59%2026-03-312026-05-13

VEU VANGUARD INTL EQUITY INDEX F327.8K shares31.78%2026-03-312026-05-13

SMLF ISHARES TR318.0K shares-11.81%2026-03-312026-05-13

Sponsored

XSMO INVESCO EXCHANGE TRADED FD T314.2K shares-11.90%2026-03-312026-05-13

CWB SPDR SERIES TRUST237.1K shares0.79%2026-03-312026-05-13

IWM ISHARES TR83.0K shares-3.78%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO69.1K shares0.19%2026-03-312026-05-13

AMZN AMAZON COM INC88.0K shares1.93%2026-03-312026-05-13

V VISA INC53.6K shares1.17%2026-03-312026-05-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND76.2K shares13.09%2026-03-312026-05-13

IEMG ISHARES INC209.2K shares43.92%2026-03-312026-05-13

Sponsored

TMUS T-MOBILE US INC68.2K shares3.55%2026-03-312026-05-13

CENCORA INC CENCORA INC42.5K shares-3.19%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC37.3K shares2.08%2026-03-312026-05-13

TJX TJX COS INC NEW83.0K shares14.39%2026-03-312026-05-13

BAC BANK AMERICA CORP263.9K shares1.67%2026-03-312026-05-13

CB CHUBB LTD SWITZ37.8K shares2.55%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC93.1K shares-0.79%2026-03-312026-05-13

LLY ELI LILLY & CO12.1K shares-4.82%2026-03-312026-05-13

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP50.3K shares-6.82%2026-03-312026-05-13

TTWO TAKE-TWO INTERACTIVE SOFTWAR51.4K shares10.10%2026-03-312026-05-13

PEP PEPSICO INC60.9K shares-0.56%2026-03-312026-05-13

SYK STRYKER CORPORATION27.3K shares21.30%2026-03-312026-05-13

BLACKROCK INC BLACKROCK INC8.8K shares6.11%2026-03-312026-05-13

WMT WALMART INC64.3K shares1.16%2026-03-312026-05-13

WM WASTE MGMT INC DEL33.3K shares9.34%2026-03-312026-05-13

CMG CHIPOTLE MEXICAN GRILL INC237.0K shares10.19%2026-03-312026-05-13

Sponsored

DE DEERE & CO12.6K shares-2.78%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION6.8K shares-2.74%2026-03-312026-05-13

CAT CATERPILLAR INC9.5K shares23.91%2026-03-312026-05-13

NOW SERVICENOW INC61.8K shares33.55%2026-03-312026-05-13

CRM SALESFORCE INC32.8K shares-1.26%2026-03-312026-05-13

ALPHABET INC ALPHABET INC21.3K shares-2.26%2026-03-312026-05-13

CVX CHEVRON CORPORATION29.0K shares-18.28%2026-03-312026-05-13

TT TRANE TECHNOLOGIES PLC14.2K shares-1.07%2026-03-312026-05-13

Sponsored

MA MASTERCARD INCORPORATED10.8K shares-2.26%2026-03-312026-05-13

XOM EXXON MOBIL CORP31.0K shares-9.74%2026-03-312026-05-13

FCX FREEPORT MCMORAN INC88.8K shares-2.37%2026-03-312026-05-13

SLQD ISHARES TR103.1K shares-4.59%2026-03-312026-05-13

ORCL ORACLE CORP34.6K shares-1.79%2026-03-312026-05-13

CEG CONSTELLATION ENERGY CORP17.9K shares1.23%2026-03-312026-05-13

CSL CARLISLE COS INC15.0K shares-6.64%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T25.6K sharesnew addition2026-03-312026-05-13

Sponsored

TRGP TARGA RES CORP19.4K shares-25.56%2026-03-312026-05-13

AMGN AMGEN INC13.2K shares-3.21%2026-03-312026-05-13

CCJ CAMECO CORP42.6K shares-2.44%2026-03-312026-05-13

IJH ISHARES TR61.0K shares-0.56%2026-03-312026-05-13

TTEK TETRA TECH INC NEW133.3K shares-8.60%2026-03-312026-05-13

DLR DIGITAL RLTY TR INC21.9K shares2.25%2026-03-312026-05-13

RTX RTX CORPORATION20.2K shares-1.08%2026-03-312026-05-13

IJJ ISHARES TR28.7K shares-1.22%2026-03-312026-05-13

Sponsored

INVESCO QQQ TR INVESCO QQQ TR6.4K shares-0.76%2026-03-312026-05-13

TE CONNECTIVITY PLC TE CONNECTIVITY PLC17.2K shares-0.86%2026-03-312026-05-13

APD AIR PRODUCTS AND CHEMICALS I12.3K shares-5.50%2026-03-312026-05-13

PH PARKER-HANNIFIN CORP3.9K shares-2.40%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON13.7K shares-3.01%2026-03-312026-05-13

COF CAPITAL ONE FINL CORP17.6K shares-4.45%2026-03-312026-05-13

PHM PULTE GROUP INC27.1K shares-2.59%2026-03-312026-05-13

VXF VANGUARD INDEX FDS15.2K shares-7.27%2026-03-312026-05-13

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP37.4K shares13.60%2026-03-312026-05-13

PNC PNC FINL SVCS GROUP INC14.4K shares-2.37%2026-03-312026-05-13

ABBV ABBVIE INC13.7K shares-7.77%2026-03-312026-05-13

SCHM SCHWAB STRATEGIC TR90.5K shares-3.85%2026-03-312026-05-13

LINDE PLC LINDE PLC5.5K shares-3.69%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC3.2K shares-2.88%2026-03-312026-05-13

LOW LOWES COS INC11.2K shares-1.56%2026-03-312026-05-13

HD HOME DEPOT INC7.2K shares-1.83%2026-03-312026-05-13

Sponsored

VBK VANGUARD INDEX FDS7.7K shares-2.42%2026-03-312026-05-13

IWB ISHARES TR6.4K shares0.00%2026-03-312026-05-13

META META PLATFORMS INC4.0K shares2.03%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T3.4K shares-6.67%2026-03-312026-05-13

PSX PHILLIPS 6611.9K shares-11.86%2026-03-312026-05-13

BSCW INVESCO EXCH TRD SLF IDX FD94.6K shares38.32%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS3.1K shares-7.62%2026-03-312026-05-13

EEM ISHARES TR31.9K shares-4.55%2026-03-312026-05-13

Sponsored

BSCX INVESCO EXCH TRD SLF IDX FD84.0K shares44.48%2026-03-312026-05-13

COP CONOCOPHILLIPS12.7K shares-20.13%2026-03-312026-05-13

TMO THERMO FISHER SCIENTIFIC INC3.4K shares-7.08%2026-03-312026-05-13

MMC MARSH & MCLENNAN COS INC9.4K shares-5.19%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.3K shares-8.83%2026-03-312026-05-13

VUG VANGUARD INDEX FDS3.7K shares-1.38%2026-03-312026-05-13

PG PROCTER & GAMBLE CO10.8K shares-5.62%2026-03-312026-05-13

BSCY INVESCO EXCH TRD SLF IDX FD73.4K shares107.07%2026-03-312026-05-13

Sponsored

IJK ISHARES TR15.1K shares-2.42%2026-03-312026-05-13

BSCT INVESCO EXCH TRD SLF IDX FD79.1K shares6.04%2026-03-312026-05-13

BSCS INVESCO EXCH TRD SLF IDX FD71.4K shares3.10%2026-03-312026-05-13

DHR DANAHER CORP DEL7.5K shares-3.33%2026-03-312026-05-13

BSCU INVESCO EXCH TRD SLF IDX FD82.2K shares9.84%2026-03-312026-05-13

BSCV INVESCO EXCH TRD SLF IDX FD82.9K shares5.09%2026-03-312026-05-13

BROADCOM INC BROADCOM INC4.4K shares1.87%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR21.8K shares-4.30%2026-03-312026-05-13

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD68.0K shares-28.48%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR9.6K shares-9.10%2026-03-312026-05-13

KRNY KEARNY FINL CORP MD166.9K shares0.00%2026-03-312026-05-13

HON HONEYWELL INTL INC5.5K shares-2.70%2026-03-312026-05-13

MCK MCKESSON CORP1.4K shares1.08%2026-03-312026-05-13

EFA ISHARES TR12.4K shares-2.45%2026-03-312026-05-13

BSCQ INVESCO EXCH TRD SLF IDX FD60.6K shares-45.72%2026-03-312026-05-13

SPGI S&P GLOBAL INC2.6K shares-0.95%2026-03-312026-05-13

Sponsored

VTI VANGUARD INDEX FDS3.4K shares13.42%2026-03-312026-05-13

ELV ELEVANCE HEALTH INC FORMERLY3.6K shares-13.28%2026-03-312026-05-13

DVY ISHARES TR6.8K shares-8.89%2026-03-312026-05-13

RY ROYAL BK CDA6.4K shares-1.62%2026-03-312026-05-13

DHI D R HORTON INC7.3K shares-5.94%2026-03-312026-05-13

VB VANGUARD INDEX FDS3.6K shares-8.88%2026-03-312026-05-13

ALLE ALLEGION PLC6.5K shares-4.68%2026-03-312026-05-13

NSC NORFOLK SOUTHN CORP3.2K shares0.22%2026-03-312026-05-13

Sponsored

CSCO CISCO SYS INC11.8K shares1.99%2026-03-312026-05-13

VTV VANGUARD INDEX FDS4.6K shares-6.51%2026-03-312026-05-13

TSLA TESLA INC2.4K shares-6.68%2026-03-312026-05-13

BSCZ INVESCO EXCH TRD SLF IDX FD41.9K shares328.39%2026-03-312026-05-13

DGRO ISHARES TR12.2K shares0.00%2026-03-312026-05-13

HSY HERSHEY CO4.1K shares0.07%2026-03-312026-05-13

QCOM QUALCOMM INC6.2K shares-14.21%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS12.3K shares0.90%2026-03-312026-05-13

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.2K shares-0.31%2026-03-312026-05-13

IR INGERSOLL RAND INC9.5K shares-3.03%2026-03-312026-05-13

PLD PROLOGIS INC.5.8K shares-17.26%2026-03-312026-05-13

WFC WELLS FARGO & CO9.5K shares2.80%2026-03-312026-05-13

ITW ILLINOIS TOOL WKS INC2.9K shares0.24%2026-03-312026-05-13

BA BOEING CO3.8K shares-0.94%2026-03-312026-05-13

FDX FEDEX CORP2.0K shares-2.66%2026-03-312026-05-13

ADP AUTOMATIC DATA PROCESSING IN3.6K shares5.25%2026-03-312026-05-13

Sponsored

TOL TOLL BROTHERS INC5.3K shares0.00%2026-03-312026-05-13

CL COLGATE PALMOLIVE CO8.5K shares-6.88%2026-03-312026-05-13

EWJ ISHARES INC8.6K shares0.00%2026-03-312026-05-13

TRV TRAVELERS COMPANIES INC2.5K shares2.54%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F13.0K shares0.00%2026-03-312026-05-13

NEE NEXTERA ENERGY INC7.0K shares1.97%2026-03-312026-05-13

UNILEVER PLC UNILEVER PLC11.4K shares-7.95%2026-03-312026-05-13

AMAT APPLIED MATLS INC1.9K shares1.27%2026-03-312026-05-13

Sponsored

MDY STATE STR SPDR S&P MIDCAP 401.0K shares-11.53%2026-03-312026-05-13

NFLX NETFLIX INC.6.6K shares-2.19%2026-03-312026-05-13

ARW ARROW ELECTRS INC4.4K shares0.00%2026-03-312026-05-13

SO SOUTHERN CO6.4K shares-0.99%2026-03-312026-05-13

THE CIGNA GROUP THE CIGNA GROUP2.3K shares-3.93%2026-03-312026-05-13

KO COCA COLA CO7.9K shares-0.95%2026-03-312026-05-13

IJR ISHARES TR4.7K shares-14.05%2026-03-312026-05-13

FTEC FIDELITY COVINGTON TRUST2.7K shares0.93%2026-03-312026-05-13

Sponsored

IEFA ISHARES TR6.2K shares1.18%2026-03-312026-05-13

ABT ABBOTT LABORATORIES5.3K shares-1.10%2026-03-312026-05-13

IWF ISHARES TR1.3K shares14.95%2026-03-312026-05-13

MOG.A MOOG INC1.8K shares0.00%2026-03-312026-05-13

DIS DISNEY WALT CO5.3K shares-6.57%2026-03-312026-05-13

MGC VANGUARD WORLD FD2.2K shares0.00%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS3.4K shares0.21%2026-03-312026-05-13

CARR CARRIER GLOBAL CORPORATION8.5K shares-4.90%2026-03-312026-05-13

Sponsored

TM TOYOTA MOTOR CORP2.3K shares-2.52%2026-03-312026-05-13

MS MORGAN STANLEY2.8K shares0.28%2026-03-312026-05-13

PPL PPL CORP12.2K shares-7.78%2026-03-312026-05-13

ROM PROSHARES TR5.9K shares0.00%2026-03-312026-05-13

VO VANGUARD INDEX FDS1.6K shares-0.50%2026-03-312026-05-13

FITB FIFTH THIRD BANCORP9.7K shares-4.47%2026-03-312026-05-13

MTB M & T BK CORP2.1K shares-4.26%2026-03-312026-05-13

KMB KIMBERLY-CLARK CORP4.4K shares-3.37%2026-03-312026-05-13

Sponsored

MPC MARATHON PETE CORP1.7K shares-2.55%2026-03-312026-05-13

SDY SPDR SERIES TRUST2.9K shares0.00%2026-03-312026-05-13

UNP UNION PAC CORP1.7K shares-0.24%2026-03-312026-05-13

VHT VANGUARD WORLD FD1.4K shares14.92%2026-03-312026-05-13

TFC TRUIST FINL CORP8.1K sharesnew addition2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP3.9K shares-11.30%2026-03-312026-05-13

VGT VANGUARD WORLD FD519 shares0.00%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP598 shares-0.66%2026-03-312026-05-13

Sponsored

MCD MCDONALDS CORP1.1K shares-3.84%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO5.8K shares0.23%2026-03-312026-05-13

MAS MASCO CORP5.6K shares-10.76%2026-03-312026-05-13

DFAC DIMENSIONAL ETF TRUST8.6K shares0.04%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR6.6K shares-2.96%2026-03-312026-05-13

DGX QUEST DIAGNOSTICS INC1.6K shares-4.88%2026-03-312026-05-13

CMI CUMMINS INC585 shares-12.16%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR10.0K shares-11.28%2026-03-312026-05-13

Sponsored

XLY SELECT SECTOR SPDR TR2.8K shares-3.47%2026-03-312026-05-13

FNCL FIDELITY COVINGTON TRUST4.3K shares4.80%2026-03-312026-05-13

PPG PPG INDS INC2.8K shares-5.11%2026-03-312026-05-13

TXN TEXAS INSTRS INC1.5K shares-15.98%2026-03-312026-05-13

TROW PRICE T ROWE GROUP INC3.1K shares-11.36%2026-03-312026-05-13

IWS ISHARES TR1.9K shares0.00%2026-03-312026-05-13

MO ALTRIA GROUP INC4.0K shares-9.40%2026-03-312026-05-13

LHX L3HARRIS TECHNOLOGIES INC770 shares0.13%2026-03-312026-05-13

Sponsored

UNH UNITEDHEALTH GROUP INC974 shares-7.15%2026-03-312026-05-13

ONEQ FIDELITY COMWLTH TR3.0K shares0.00%2026-03-312026-05-13

FHLC FIDELITY COVINGTON TRUST3.6K shares0.45%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC5.0K shares-6.46%2026-03-312026-05-13

NUE NUCOR CORP1.5K shares-6.02%2026-03-312026-05-13

PAYX PAYCHEX INC2.7K shares0.00%2026-03-312026-05-13

SCHG SCHWAB STRATEGIC TR8.4K sharesnew addition2026-03-312026-05-13

AVY AVERY DENNISON CORP1.4K shares-2.35%2026-03-312026-05-13

Sponsored

TQQQ PROSHARES TR5.7K shares0.00%2026-03-312026-05-13

AON PLC AON PLC701 shares0.43%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR2.6K sharesnew addition2026-03-312026-05-13

AMP AMERIPRISE FINL INC503 shares0.60%2026-03-312026-05-13

ISRG INTUITIVE SURGICAL INC479 shares-40.13%2026-03-312026-05-13

IYW ISHARES TR1.2K shares0.00%2026-03-312026-05-13

EMR EMERSON ELEC CO1.6K shares-5.13%2026-03-312026-05-13

VOX VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-05-13

Sponsored

CHRW C H ROBINSON WORLDWIDE IN1.2K shares-8.12%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC1.4K shares4.96%2026-03-312026-05-13

ETR ENTERGY CORP NEW1.8K sharesnew addition2026-03-312026-05-13

AME AMETEK INC937 sharesnew addition2026-03-312026-05-13

JPC NUVEEN PFD & INCOME OPPORTUN14.7K shares0.00%2026-03-312026-05-13

AAPL

APPLE INC

-0.77%

Shares184.5K

Event2026-03-31

Filed2026-05-13

IWR

ISHARES TR

4.64%

Shares450.2K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

0.46%

Shares217.8K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

3.91%

Shares84.3K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

-8.53%

Shares47.4K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-4.59%

Shares101.9K

Event2026-03-31

Filed2026-05-13

VEU

VANGUARD INTL EQUITY INDEX F

31.78%

Shares327.8K

Event2026-03-31

Filed2026-05-13

SMLF

ISHARES TR

-11.81%

Shares318.0K

Event2026-03-31

Filed2026-05-13

XSMO

INVESCO EXCHANGE TRADED FD T

-11.90%

Shares314.2K

Event2026-03-31

Filed2026-05-13

CWB

SPDR SERIES TRUST

0.79%

Shares237.1K

Event2026-03-31

Filed2026-05-13

IWM

ISHARES TR

-3.78%

Shares83.0K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

0.19%

Shares69.1K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

1.93%

Shares88.0K

Event2026-03-31

Filed2026-05-13

VISA INC

1.17%

Shares53.6K

Event2026-03-31

Filed2026-05-13

ACCENTURE PLC IRELAND

13.09%

Shares76.2K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

43.92%

Shares209.2K

Event2026-03-31

Filed2026-05-13

TMUS

T-MOBILE US INC

3.55%

Shares68.2K

Event2026-03-31

Filed2026-05-13

CENCORA INC

-3.19%

Shares42.5K

Event2026-03-31

Filed2026-05-13

EATON CORP PLC

2.08%

Shares37.3K

Event2026-03-31

Filed2026-05-13

TJX

TJX COS INC NEW

14.39%

Shares83.0K

Event2026-03-31

Filed2026-05-13

BAC

BANK AMERICA CORP

1.67%

Shares263.9K

Event2026-03-31

Filed2026-05-13

CHUBB LTD SWITZ

2.55%

Shares37.8K

Event2026-03-31

Filed2026-05-13

MERCK & CO INC

-0.79%

Shares93.1K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

-4.82%

Shares12.1K

Event2026-03-31

Filed2026-05-13

LAM RESEARCH CORP

-6.82%

Shares50.3K

Event2026-03-31

Filed2026-05-13

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

10.10%

Shares51.4K

Event2026-03-31

Filed2026-05-13

PEP

PEPSICO INC

-0.56%

Shares60.9K

Event2026-03-31

Filed2026-05-13

SYK

STRYKER CORPORATION

21.30%

Shares27.3K

Event2026-03-31

Filed2026-05-13

BLACKROCK INC

6.11%

Shares8.8K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

1.16%

Shares64.3K

Event2026-03-31

Filed2026-05-13

WASTE MGMT INC DEL

9.34%

Shares33.3K

Event2026-03-31

Filed2026-05-13

CMG

CHIPOTLE MEXICAN GRILL INC

10.19%

Shares237.0K

Event2026-03-31

Filed2026-05-13

DEERE & CO

-2.78%

Shares12.6K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

-2.74%

Shares6.8K

Event2026-03-31

Filed2026-05-13

CAT

CATERPILLAR INC

23.91%

Shares9.5K

Event2026-03-31

Filed2026-05-13

NOW

SERVICENOW INC

33.55%

Shares61.8K

Event2026-03-31

Filed2026-05-13

CRM

SALESFORCE INC

-1.26%

Shares32.8K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-2.26%

Shares21.3K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

-18.28%

Shares29.0K

Event2026-03-31

Filed2026-05-13

TRANE TECHNOLOGIES PLC

-1.07%

Shares14.2K

Event2026-03-31

Filed2026-05-13

MASTERCARD INCORPORATED

-2.26%

Shares10.8K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

-9.74%

Shares31.0K

Event2026-03-31

Filed2026-05-13

FCX

FREEPORT MCMORAN INC

-2.37%

Shares88.8K

Event2026-03-31

Filed2026-05-13

SLQD

ISHARES TR

-4.59%

Shares103.1K

Event2026-03-31

Filed2026-05-13

ORCL

ORACLE CORP

-1.79%

Shares34.6K

Event2026-03-31

Filed2026-05-13

CEG

CONSTELLATION ENERGY CORP

1.23%

Shares17.9K

Event2026-03-31

Filed2026-05-13

CSL

CARLISLE COS INC

-6.64%

Shares15.0K

Event2026-03-31

Filed2026-05-13

INVESCO EXCHANGE TRADED FD T

New

Shares25.6K

Event2026-03-31

Filed2026-05-13

TRGP

TARGA RES CORP

-25.56%

Shares19.4K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

-3.21%

Shares13.2K

Event2026-03-31

Filed2026-05-13

CCJ

CAMECO CORP

-2.44%

Shares42.6K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

-0.56%

Shares61.0K

Event2026-03-31

Filed2026-05-13

TTEK

TETRA TECH INC NEW

-8.60%

Shares133.3K

Event2026-03-31

Filed2026-05-13

DLR

DIGITAL RLTY TR INC

2.25%

Shares21.9K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION

-1.08%

Shares20.2K

Event2026-03-31

Filed2026-05-13

IJJ

ISHARES TR

-1.22%

Shares28.7K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

-0.76%

Shares6.4K

Event2026-03-31

Filed2026-05-13

TE CONNECTIVITY PLC

-0.86%

Shares17.2K

Event2026-03-31

Filed2026-05-13

APD

AIR PRODUCTS AND CHEMICALS I

-5.50%

Shares12.3K

Event2026-03-31

Filed2026-05-13

PARKER-HANNIFIN CORP

-2.40%

Shares3.9K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

-3.01%

Shares13.7K

Event2026-03-31

Filed2026-05-13

COF

CAPITAL ONE FINL CORP

-4.45%

Shares17.6K

Event2026-03-31

Filed2026-05-13

PHM

PULTE GROUP INC

-2.59%

Shares27.1K

Event2026-03-31

Filed2026-05-13

VXF

VANGUARD INDEX FDS

-7.27%

Shares15.2K

Event2026-03-31

Filed2026-05-13

PEG

PUBLIC SVC ENTERPRISE GROUP

13.60%

Shares37.4K

Event2026-03-31

Filed2026-05-13

PNC

PNC FINL SVCS GROUP INC

-2.37%

Shares14.4K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

-7.77%

Shares13.7K

Event2026-03-31

Filed2026-05-13

SCHM

SCHWAB STRATEGIC TR

-3.85%

Shares90.5K

Event2026-03-31

Filed2026-05-13

LINDE PLC

-3.69%

Shares5.5K

Event2026-03-31

Filed2026-05-13

GOLDMAN SACHS GROUP INC

-2.88%

Shares3.2K

Event2026-03-31

Filed2026-05-13

LOW

LOWES COS INC

-1.56%

Shares11.2K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

-1.83%

Shares7.2K

Event2026-03-31

Filed2026-05-13

VBK

VANGUARD INDEX FDS

-2.42%

Shares7.7K

Event2026-03-31

Filed2026-05-13

IWB

ISHARES TR

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-13