Sponsored

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

Currently, Riverbend Wealth Management, LLC holds 149 types of securities in its portfolio with a total value $160.8M. In the most recent quarter, they have increased their positions in APH (+5.8K shares, valued at $728.3K), SMTH (+24.6K shares, valued at $633.2K), BA (+2.5K shares, valued at $504.2K); decreased their positions in N/A (-1.6K shares, valued at $457.8K), N/A (-3.8K shares, valued at $430.6K), MA (-260 shares, valued at $129.9K); initiated new positions in APH (+5.8K shares, valued at $728.3K), BA (+2.5K shares, valued at $504.2K), NEM (+3.5K shares, valued at $381.8K).

1M P&L

+2.4M+1.65%

3M P&L

-13.8M-8.60%

HY P&L

-7.4M-4.83%

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/A75.2M

56.3%

2Consumer Electronics6.1M

4.6%

3Semiconductors5.5M

4.1%

Top Industries by Stock Count

1N/A65 stocks

48.9%

2Drug Manufacturers - General5 stocks

3.8%

3Semiconductors5 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR12.5K shares2.84%2026-03-312026-04-22

DGRW WISDOMTREE TR84.1K shares4.04%2026-03-312026-04-22

AAPL APPLE INC24.0K shares0.91%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR8.9K shares3.27%2026-03-312026-04-22

SMTH ALPS ETF TR194.2K shares14.50%2026-03-312026-04-22

NVDA NVIDIA CORPORATION24.0K shares3.38%2026-03-312026-04-22

DGRO ISHARES TR53.5K shares3.28%2026-03-312026-04-22

MSFT MICROSOFT CORP9.8K shares12.11%2026-03-312026-04-22

Sponsored

BROADCOM INC BROADCOM INC10.3K shares0.82%2026-03-312026-04-22

ALPHABET INC ALPHABET INC10.7K shares-12.95%2026-03-312026-04-22

AMZN AMAZON COM INC14.4K shares5.25%2026-03-312026-04-22

VYM VANGUARD WHITEHALL FDS19.4K shares3.47%2026-03-312026-04-22

JEPI J P MORGAN EXCHANGE TRADED F49.2K shares10.84%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.6K shares2.02%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T13.4K shares5.53%2026-03-312026-04-22

ITOT ISHARES TR16.3K shares2.46%2026-03-312026-04-22

Sponsored

MERCK & CO INC MERCK & CO INC18.7K shares8.18%2026-03-312026-04-22

PYLD PIMCO ETF TR84.4K shares13.31%2026-03-312026-04-22

VCIT VANGUARD SCOTTSDALE FDS25.9K shares4.42%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO7.2K shares6.00%2026-03-312026-04-22

FBND FIDELITY MERRIMACK STR TR44.5K shares3.22%2026-03-312026-04-22

FLQM FRANKLIN TEMPLETON ETF TR36.0K shares8.21%2026-03-312026-04-22

DFAC DIMENSIONAL ETF TRUST47.5K shares3.78%2026-03-312026-04-22

LLY ELI LILLY & CO1.9K shares3.97%2026-03-312026-04-22

Sponsored

WMT WALMART INC13.7K shares7.09%2026-03-312026-04-22

VO VANGUARD INDEX FDS5.8K shares4.03%2026-03-312026-04-22

META META PLATFORMS INC2.8K shares3.69%2026-03-312026-04-22

VGT VANGUARD WORLD FD2.1K shares2.74%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T2.2K shares0.36%2026-03-312026-04-22

EFV ISHARES TR18.6K shares3.17%2026-03-312026-04-22

CITIGROUP INC CITIGROUP INC11.9K shares-24.20%2026-03-312026-04-22

FSMD FIDELITY COVINGTON TRUST29.7K shares3.11%2026-03-312026-04-22

Sponsored

JNJ JOHNSON & JOHNSON5.4K shares3.46%2026-03-312026-04-22

BUFR FIRST TR EXCHNG TRADED FD VI39.1K shares3.64%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO4.2K shares-2.63%2026-03-312026-04-22

ALPHABET INC ALPHABET INC4.3K shares2.85%2026-03-312026-04-22

RTX RTX CORPORATION6.4K shares5.25%2026-03-312026-04-22

BSV VANGUARD BD INDEX FDS15.6K shares3.00%2026-03-312026-04-22

EQT CORP EQT CORP18.9K shares22.16%2026-03-312026-04-22

BAC BANK AMERICA CORP24.2K shares-4.46%2026-03-312026-04-22

Sponsored

XOM EXXON MOBIL CORP6.6K shares-3.69%2026-03-312026-04-22

NFLX NETFLIX INC.11.6K shares-8.87%2026-03-312026-04-22

DELL DELL TECHNOLOGIES INC6.8K shares5.48%2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR12.1K shares0.41%2026-03-312026-04-22

DFAW DIMENSIONAL ETF TRUST13.9K shares-3.83%2026-03-312026-04-22

GEV GE VERNOVA INC1.1K shares25.61%2026-03-312026-04-22

DFCF DIMENSIONAL ETF TRUST22.2K shares6.69%2026-03-312026-04-22

RECS COLUMBIA ETF TR I23.7K shares3.25%2026-03-312026-04-22

Sponsored

CRH PLC CRH PLC8.7K shares3.90%2026-03-312026-04-22

BKNG BOOKING HOLDINGS INC215 shares3.86%2026-03-312026-04-22

PEP PEPSICO INC5.6K shares6.26%2026-03-312026-04-22

IYY ISHARES TR5.4K shares0.00%2026-03-312026-04-22

STIP ISHARES TR8.3K shares4.65%2026-03-312026-04-22

AMGN AMGEN INC2.4K shares4.57%2026-03-312026-04-22

UBER UBER TECHNOLOGIES INC11.8K shares-4.25%2026-03-312026-04-22

PG PROCTER & GAMBLE CO5.9K shares9.30%2026-03-312026-04-22

Sponsored

CEG CONSTELLATION ENERGY CORP3.0K shares11.47%2026-03-312026-04-22

ABBV ABBVIE INC3.9K shares7.72%2026-03-312026-04-22

CVX CHEVRON CORPORATION4.0K shares-1.95%2026-03-312026-04-22

HD HOME DEPOT INC2.5K shares11.02%2026-03-312026-04-22

COM DIREXION SHARES ETF TRUST24.4K shares4.04%2026-03-312026-04-22

DYNF BLACKROCK ETF TRUST13.6K shares3.74%2026-03-312026-04-22

SPAB SPDR SERIES TRUST29.1K shares6.51%2026-03-312026-04-22

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.1K shares4.22%2026-03-312026-04-22

Sponsored

IVE ISHARES TR3.5K shares1.23%2026-03-312026-04-22

APH AMPHENOL CORP5.8K sharesnew addition2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS3.3K shares3.07%2026-03-312026-04-22

TFC TRUIST FINL CORP15.5K shares-0.52%2026-03-312026-04-22

MA MASTERCARD INCORPORATED1.4K shares-15.60%2026-03-312026-04-22

LNG CHENIERE ENERGY INC2.5K shares3.71%2026-03-312026-04-22

KO COCA COLA CO9.1K shares5.35%2026-03-312026-04-22

PSX PHILLIPS 663.7K shares-1.03%2026-03-312026-04-22

Sponsored

MS MORGAN STANLEY4.0K shares-16.22%2026-03-312026-04-22

SUSA ISHARES TR5.0K shares0.00%2026-03-312026-04-22

IFRA ISHARES TR11.5K shares2.01%2026-03-312026-04-22

FITB FIFTH THIRD BANCORP14.0K shares0.19%2026-03-312026-04-22

BLACKROCK INC BLACKROCK INC671 shares5.17%2026-03-312026-04-22

WFC WELLS FARGO & CO7.3K shares87.39%2026-03-312026-04-22

IWN ISHARES TR3.0K shares0.00%2026-03-312026-04-22

MFDX PIMCO EQUITY SER14.0K shares1.90%2026-03-312026-04-22

Sponsored

IAGG ISHARES TR11.1K shares12.17%2026-03-312026-04-22

DIA STATE STR SPDR DOW JONES IND1.2K shares0.25%2026-03-312026-04-22

EMB ISHARES TR5.8K shares4.39%2026-03-312026-04-22

NOBL PROSHARES TR5.0K shares0.00%2026-03-312026-04-22

IJJ ISHARES TR4.0K shares0.00%2026-03-312026-04-22

IGEB ISHARES TR11.7K shares9.98%2026-03-312026-04-22

VEU VANGUARD INTL EQUITY INDEX F6.8K shares-1.41%2026-03-312026-04-22

CSCO CISCO SYS INC6.5K shares-1.46%2026-03-312026-04-22

Sponsored

VTI VANGUARD INDEX FDS1.6K shares15.24%2026-03-312026-04-22

BA BOEING CO2.5K sharesnew addition2026-03-312026-04-22

BMY BRISTOL-MYERS SQUIBB CO8.3K shares-1.03%2026-03-312026-04-22

CAT CATERPILLAR INC681 shares-9.20%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS787 shares19.79%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP766 shares-3.28%2026-03-312026-04-22

IWF ISHARES TR1.1K shares0.19%2026-03-312026-04-22

VUG VANGUARD INDEX FDS1.0K shares0.50%2026-03-312026-04-22

Sponsored

DLR DIGITAL RLTY TR INC2.4K shares5.32%2026-03-312026-04-22

MO ALTRIA GROUP INC6.4K shares-1.06%2026-03-312026-04-22

QUAL ISHARES TR2.2K shares-1.54%2026-03-312026-04-22

TMO THERMO FISHER SCIENTIFIC INC835 shares3.60%2026-03-312026-04-22

TXN TEXAS INSTRS INC2.1K shares3.96%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC468 shares8.84%2026-03-312026-04-22

ADI ANALOG DEVICES INC1.2K shares2.22%2026-03-312026-04-22

SOXX ISHARES TR1.2K shares6.15%2026-03-312026-04-22

Sponsored

IXUS ISHARES TR4.5K shares2.02%2026-03-312026-04-22

UBSI UNITED BANKSHARES INC WEST V9.3K shares13.08%2026-03-312026-04-22

NEM NEWMONT CORP3.5K sharesnew addition2026-03-312026-04-22

LQD ISHARES TR3.3K shares-11.00%2026-03-312026-04-22

DIVO AMPLIFY ETF TR7.9K shares6.03%2026-03-312026-04-22

MCK MCKESSON CORP410 shares18.50%2026-03-312026-04-22

HON HONEYWELL INTL INC1.6K shares18.33%2026-03-312026-04-22

SUB ISHARES TR3.3K shares0.00%2026-03-312026-04-22

Sponsored

LHX L3HARRIS TECHNOLOGIES INC997 shares-8.20%2026-03-312026-04-22

LOW LOWES COS INC1.4K shares1.69%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION340 shares9.32%2026-03-312026-04-22

IWD ISHARES TR1.6K shares-8.24%2026-03-312026-04-22

VTIP VANGUARD MALVERN FDS6.7K shares9.35%2026-03-312026-04-22

MEDTRONIC PLC MEDTRONIC PLC3.9K shares5.94%2026-03-312026-04-22

HIG HARTFORD INSURANCE GROUP INC2.4K shares5.22%2026-03-312026-04-22

ASML ASML HLDG NV245 shares-0.41%2026-03-312026-04-22

Sponsored

IJR ISHARES TR2.6K shares0.00%2026-03-312026-04-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.5K shares8.51%2026-03-312026-04-22

AGG ISHARES TR3.2K shares0.03%2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC1.6K shares2.98%2026-03-312026-04-22

ED CONSOLIDATED EDISON INC2.8K shares8.94%2026-03-312026-04-22

VT VANGUARD INTL EQUITY INDEX F2.3K shares-0.18%2026-03-312026-04-22

FCX FREEPORT MCMORAN INC5.3K shares-12.29%2026-03-312026-04-22

EXC EXELON CORP6.3K shares9.18%2026-03-312026-04-22

Sponsored

DDWM WISDOMTREE TR7.0K shares1.68%2026-03-312026-04-22

IDEV ISHARES TR3.6K shares2.86%2026-03-312026-04-22

DFEM DIMENSIONAL ETF TRUST8.4K shares0.01%2026-03-312026-04-22

AVDV AMERICAN CENTY ETF TR2.9K shares-5.59%2026-03-312026-04-22

FLRN SPDR SERIES TRUST9.1K shares11.13%2026-03-312026-04-22

IUSB ISHARES TR5.7K shares1.70%2026-03-312026-04-22

NEE NEXTERA ENERGY INC2.8K shares5.04%2026-03-312026-04-22

IVW ISHARES TR2.3K shares5.78%2026-03-312026-04-22

Sponsored

VWO VANGUARD INTL EQUITY INDEX F4.8K shares2.62%2026-03-312026-04-22

MUB ISHARES TR2.5K shares1.99%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC706 shares6.81%2026-03-312026-04-22

ITW ILLINOIS TOOL WKS INC861 sharesnew addition2026-03-312026-04-22

ALL ALLSTATE CORP1.1K shares10.84%2026-03-312026-04-22

SCHW SCHWAB CHARLES CORP2.3K shares6.55%2026-03-312026-04-22

TPR TAPESTRY INC1.6K sharesnew addition2026-03-312026-04-22

AOA ISHARES TR2.5K shares5.63%2026-03-312026-04-22

Sponsored

FDX FEDEX CORP583 sharesnew addition2026-03-312026-04-22

ARTY ISHARES TR4.4K shares4.22%2026-03-312026-04-22

URI UNITED RENTALS INC275 sharesnew addition2026-03-312026-04-22

COMP COMPASS INC17.4K sharesnew addition2026-03-312026-04-22

AXL DAUCH CORP10.0K shares0.00%2026-03-312026-04-22

IVV

ISHARES TR

2.84%

Shares12.5K

Event2026-03-31

Filed2026-04-22

DGRW

WISDOMTREE TR

4.04%

Shares84.1K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

0.91%

Shares24.0K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

3.27%

Shares8.9K

Event2026-03-31

Filed2026-04-22

SMTH

ALPS ETF TR

14.50%

Shares194.2K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

3.38%

Shares24.0K

Event2026-03-31

Filed2026-04-22

DGRO

ISHARES TR

3.28%

Shares53.5K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

12.11%

Shares9.8K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

0.82%

Shares10.3K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-12.95%

Shares10.7K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

5.25%

Shares14.4K

Event2026-03-31

Filed2026-04-22

VYM

VANGUARD WHITEHALL FDS

3.47%

Shares19.4K

Event2026-03-31

Filed2026-04-22

JEPI

J P MORGAN EXCHANGE TRADED F

10.84%

Shares49.2K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

2.02%

Shares5.6K

Event2026-03-31

Filed2026-04-22

INVESCO EXCHANGE TRADED FD T

5.53%

Shares13.4K

Event2026-03-31

Filed2026-04-22

ITOT

ISHARES TR

2.46%

Shares16.3K

Event2026-03-31

Filed2026-04-22

MERCK & CO INC

8.18%

Shares18.7K

Event2026-03-31

Filed2026-04-22

PYLD

PIMCO ETF TR

13.31%

Shares84.4K

Event2026-03-31

Filed2026-04-22

VCIT

VANGUARD SCOTTSDALE FDS

4.42%

Shares25.9K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

6.00%

Shares7.2K

Event2026-03-31

Filed2026-04-22

FBND

FIDELITY MERRIMACK STR TR

3.22%

Shares44.5K

Event2026-03-31

Filed2026-04-22

FLQM

FRANKLIN TEMPLETON ETF TR

8.21%

Shares36.0K

Event2026-03-31

Filed2026-04-22

DFAC

DIMENSIONAL ETF TRUST

3.78%

Shares47.5K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY & CO

3.97%

Shares1.9K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

7.09%

Shares13.7K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

4.03%

Shares5.8K

Event2026-03-31

Filed2026-04-22

META

META PLATFORMS INC

3.69%

Shares2.8K

Event2026-03-31

Filed2026-04-22

VGT

VANGUARD WORLD FD

2.74%

Shares2.1K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

0.36%

Shares2.2K

Event2026-03-31

Filed2026-04-22

EFV

ISHARES TR

3.17%

Shares18.6K

Event2026-03-31

Filed2026-04-22

CITIGROUP INC

-24.20%

Shares11.9K

Event2026-03-31

Filed2026-04-22

FSMD

FIDELITY COVINGTON TRUST

3.11%

Shares29.7K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

3.46%

Shares5.4K

Event2026-03-31

Filed2026-04-22

BUFR

FIRST TR EXCHNG TRADED FD VI

3.64%

Shares39.1K

Event2026-03-31

Filed2026-04-22

AXP

AMERICAN EXPRESS CO

-2.63%

Shares4.2K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

2.85%

Shares4.3K

Event2026-03-31

Filed2026-04-22

RTX

RTX CORPORATION

5.25%

Shares6.4K

Event2026-03-31

Filed2026-04-22

BSV

VANGUARD BD INDEX FDS

3.00%

Shares15.6K

Event2026-03-31

Filed2026-04-22

EQT CORP

22.16%

Shares18.9K

Event2026-03-31

Filed2026-04-22

BAC

BANK AMERICA CORP

-4.46%

Shares24.2K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

-3.69%

Shares6.6K

Event2026-03-31

Filed2026-04-22

NFLX

NETFLIX INC.

-8.87%

Shares11.6K

Event2026-03-31

Filed2026-04-22

DELL

DELL TECHNOLOGIES INC

5.48%

Shares6.8K

Event2026-03-31

Filed2026-04-22

ISHARES GOLD TR

0.41%

Shares12.1K

Event2026-03-31

Filed2026-04-22

DFAW

DIMENSIONAL ETF TRUST

-3.83%

Shares13.9K

Event2026-03-31

Filed2026-04-22

GEV

GE VERNOVA INC

25.61%

Shares1.1K

Event2026-03-31

Filed2026-04-22

DFCF

DIMENSIONAL ETF TRUST

6.69%

Shares22.2K

Event2026-03-31

Filed2026-04-22

RECS

COLUMBIA ETF TR I

3.25%

Shares23.7K

Event2026-03-31

Filed2026-04-22

CRH PLC

3.90%

Shares8.7K

Event2026-03-31

Filed2026-04-22

BKNG

BOOKING HOLDINGS INC

3.86%

Shares215

Event2026-03-31

Filed2026-04-22

PEP

PEPSICO INC

6.26%

Shares5.6K

Event2026-03-31

Filed2026-04-22

IYY

ISHARES TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-22

STIP

ISHARES TR

4.65%

Shares8.3K

Event2026-03-31

Filed2026-04-22

AMGN

AMGEN INC

4.57%

Shares2.4K

Event2026-03-31

Filed2026-04-22

UBER

UBER TECHNOLOGIES INC

-4.25%

Shares11.8K

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

9.30%

Shares5.9K

Event2026-03-31

Filed2026-04-22

CEG

CONSTELLATION ENERGY CORP

11.47%

Shares3.0K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

7.72%

Shares3.9K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

-1.95%

Shares4.0K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

11.02%

Shares2.5K

Event2026-03-31

Filed2026-04-22

COM

DIREXION SHARES ETF TRUST

4.04%

Shares24.4K

Event2026-03-31

Filed2026-04-22

DYNF

BLACKROCK ETF TRUST

3.74%

Shares13.6K

Event2026-03-31

Filed2026-04-22

SPAB

SPDR SERIES TRUST

6.51%

Shares29.1K

Event2026-03-31

Filed2026-04-22

GENERAL DYNAMICS CORP

4.22%

Shares2.1K

Event2026-03-31

Filed2026-04-22

IVE

ISHARES TR

1.23%

Shares3.5K

Event2026-03-31

Filed2026-04-22

APH

AMPHENOL CORP

New

Shares5.8K

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

3.07%

Shares3.3K

Event2026-03-31

Filed2026-04-22

TFC

TRUIST FINL CORP

-0.52%

Shares15.5K

Event2026-03-31

Filed2026-04-22

MASTERCARD INCORPORATED

-15.60%

Shares1.4K

Event2026-03-31

Filed2026-04-22

LNG

CHENIERE ENERGY INC

3.71%

Shares2.5K

Event2026-03-31

Filed2026-04-22

COCA COLA CO

5.35%

Shares9.1K

Event2026-03-31

Filed2026-04-22

PSX

PHILLIPS 66

-1.03%

Shares3.7K

Event2026-03-31

Filed2026-04-22

MORGAN STANLEY

-16.22%

Shares4.0K

Event2026-03-31

Filed2026-04-22

SUSA

ISHARES TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-22

IFRA

ISHARES TR

2.01%

Shares11.5K

Event2026-03-31

Filed2026-04-22

FITB

FIFTH THIRD BANCORP

0.19%

Shares14.0K

Event2026-03-31

Filed2026-04-22

BLACKROCK INC

5.17%

Shares671

Event2026-03-31

Filed2026-04-22

WFC

WELLS FARGO & CO

87.39%

Shares7.3K

Event2026-03-31

Filed2026-04-22

IWN

ISHARES TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-22

MFDX

PIMCO EQUITY SER

1.90%

Shares14.0K

Event2026-03-31

Filed2026-04-22

IAGG

ISHARES TR

12.17%

Shares11.1K

Event2026-03-31

Filed2026-04-22

DIA

STATE STR SPDR DOW JONES IND

0.25%

Shares1.2K

Event2026-03-31

Filed2026-04-22

EMB

ISHARES TR

4.39%

Shares5.8K

Event2026-03-31

Filed2026-04-22

NOBL

PROSHARES TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-22

IJJ

ISHARES TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-22

IGEB

ISHARES TR

9.98%

Shares11.7K

Event2026-03-31

Filed2026-04-22

VEU

VANGUARD INTL EQUITY INDEX F

-1.41%

Shares6.8K

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

-1.46%

Shares6.5K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

15.24%

Shares1.6K

Event2026-03-31

Filed2026-04-22

BOEING CO

New

Shares2.5K

Event2026-03-31

Filed2026-04-22

BMY

BRISTOL-MYERS SQUIBB CO

-1.03%

Shares8.3K

Event2026-03-31

Filed2026-04-22

CAT

CATERPILLAR INC

-9.20%

Shares681

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

19.79%

Shares787

Event2026-03-31

Filed2026-04-22

LMT

LOCKHEED MARTIN CORP

-3.28%

Shares766

Event2026-03-31

Filed2026-04-22

IWF

ISHARES TR

0.19%

Shares1.1K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

0.50%

Shares1.0K

Event2026-03-31

Filed2026-04-22

DLR

DIGITAL RLTY TR INC

5.32%

Shares2.4K

Event2026-03-31

Filed2026-04-22

ALTRIA GROUP INC

-1.06%

Shares6.4K

Event2026-03-31

Filed2026-04-22

QUAL

ISHARES TR

-1.54%

Shares2.2K

Event2026-03-31

Filed2026-04-22

TMO

THERMO FISHER SCIENTIFIC INC

3.60%

Shares835

Event2026-03-31

Filed2026-04-22

TXN

TEXAS INSTRS INC

3.96%

Shares2.1K

Event2026-03-31

Filed2026-04-22

GOLDMAN SACHS GROUP INC

8.84%

Shares468

Event2026-03-31

Filed2026-04-22

ADI

ANALOG DEVICES INC

2.22%

Shares1.2K

Event2026-03-31

Filed2026-04-22

SOXX

ISHARES TR

6.15%

Shares1.2K

Event2026-03-31

Filed2026-04-22

IXUS

ISHARES TR

2.02%

Shares4.5K

Event2026-03-31

Filed2026-04-22

UBSI

UNITED BANKSHARES INC WEST V

13.08%

Shares9.3K

Event2026-03-31

Filed2026-04-22

NEM

NEWMONT CORP

New

Shares3.5K

Event2026-03-31

Filed2026-04-22

LQD

ISHARES TR

-11.00%

Shares3.3K

Event2026-03-31

Filed2026-04-22

DIVO

AMPLIFY ETF TR

6.03%

Shares7.9K

Event2026-03-31

Filed2026-04-22

MCK

MCKESSON CORP

18.50%

Shares410

Event2026-03-31

Filed2026-04-22

HON

HONEYWELL INTL INC

18.33%

Shares1.6K

Event2026-03-31

Filed2026-04-22

SUB

ISHARES TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-22

LHX

L3HARRIS TECHNOLOGIES INC

-8.20%

Shares997

Event2026-03-31

Filed2026-04-22

LOW

LOWES COS INC

1.69%

Shares1.4K

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHOLESALE CORPORATION

9.32%

Shares340

Event2026-03-31

Filed2026-04-22

IWD

ISHARES TR

-8.24%

Shares1.6K

Event2026-03-31

Filed2026-04-22

VTIP

VANGUARD MALVERN FDS

9.35%

Shares6.7K

Event2026-03-31

Filed2026-04-22

MEDTRONIC PLC

5.94%

Shares3.9K

Event2026-03-31

Filed2026-04-22

HIG

HARTFORD INSURANCE GROUP INC

5.22%

Shares2.4K

Event2026-03-31

Filed2026-04-22

ASML

ASML HLDG NV

-0.41%

Shares245

Event2026-03-31

Filed2026-04-22

IJR

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-22

DUKE ENERGY CORP NEW

8.51%

Shares2.5K

Event2026-03-31

Filed2026-04-22

AGG

ISHARES TR

0.03%

Shares3.2K

Event2026-03-31

Filed2026-04-22

AMD

ADVANCED MICRO DEVICES INC

2.98%

Shares1.6K

Event2026-03-31

Filed2026-04-22

CONSOLIDATED EDISON INC

8.94%

Shares2.8K

Event2026-03-31

Filed2026-04-22

VANGUARD INTL EQUITY INDEX F

-0.18%

Shares2.3K

Event2026-03-31

Filed2026-04-22

FCX

FREEPORT MCMORAN INC

-12.29%

Shares5.3K

Event2026-03-31

Filed2026-04-22

EXC

EXELON CORP

9.18%

Shares6.3K

Event2026-03-31

Filed2026-04-22

DDWM

WISDOMTREE TR

1.68%

Shares7.0K

Event2026-03-31

Filed2026-04-22

IDEV

ISHARES TR

2.86%

Shares3.6K

Event2026-03-31

Filed2026-04-22

DFEM

DIMENSIONAL ETF TRUST

0.01%

Shares8.4K

Event2026-03-31

Filed2026-04-22

AVDV

AMERICAN CENTY ETF TR

-5.59%

Shares2.9K

Event2026-03-31

Filed2026-04-22

FLRN

SPDR SERIES TRUST

11.13%

Shares9.1K

Event2026-03-31

Filed2026-04-22

IUSB

ISHARES TR

1.70%

Shares5.7K

Event2026-03-31

Filed2026-04-22

NEE

NEXTERA ENERGY INC

5.04%

Shares2.8K

Event2026-03-31

Filed2026-04-22

IVW

ISHARES TR

5.78%

Shares2.3K

Event2026-03-31

Filed2026-04-22

VWO

VANGUARD INTL EQUITY INDEX F

2.62%

Shares4.8K

Event2026-03-31

Filed2026-04-22

MUB

ISHARES TR

1.99%

Shares2.5K

Event2026-03-31

Filed2026-04-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

6.81%

Shares706

Event2026-03-31

Filed2026-04-22

ITW

ILLINOIS TOOL WKS INC

New

Shares861

Event2026-03-31

Filed2026-04-22

ALL

ALLSTATE CORP

10.84%

Shares1.1K

Event2026-03-31

Filed2026-04-22

SCHW

SCHWAB CHARLES CORP

6.55%

Shares2.3K

Event2026-03-31

Filed2026-04-22

TPR

TAPESTRY INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-22

AOA

ISHARES TR

5.63%

Shares2.5K

Event2026-03-31

Filed2026-04-22

FDX

FEDEX CORP

New

Shares583

Event2026-03-31

Filed2026-04-22

ARTY

ISHARES TR

4.22%

Shares4.4K

Event2026-03-31

Filed2026-04-22

URI

UNITED RENTALS INC

New

Shares275

Event2026-03-31

Filed2026-04-22

COMP

COMPASS INC

New

Shares17.4K

Event2026-03-31

Filed2026-04-22

AXL

DAUCH CORP

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

AAPL Put PutAPPLE INC51.0K shares900.00%2026-03-312026-04-22

NVDA Put PutNVIDIA CORPORATION2.5K shares0.00%2026-03-312026-04-22

LLY Put PutELI LILLY & CO400 shares0.00%2026-03-312026-04-22

AAPL Put

APPLE INC

900.00%

Shares51.0K

Event2026-03-31

Filed2026-04-22

NVDA Put

NVIDIA CORPORATION

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-22

LLY Put

ELI LILLY & CO

0.00%

Shares400

Event2026-03-31

Filed2026-04-22