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The Analysis of RiverFront Investment Group, LLC's Holdings & P&L

Currently, RiverFront Investment Group, LLC holds 384 types of securities in its portfolio with a total value $6.5B. In the most recent quarter, they have increased their positions in TBLL (+1.7M shares, valued at $180.7M), IEF (+1.1M shares, valued at $105.0M), JEPI (+404.1K shares, valued at $22.9M); decreased their positions in MGC (-458.0K shares, valued at $108.2M), JPM (-73.6K shares, valued at $21.6M), IVV (-30.3K shares, valued at $19.8M); initiated new positions in TBLL (+1.7M shares, valued at $180.7M), CNI (+49.0K shares, valued at $5.0M), MLI (+43.0K shares, valued at $4.8M).

1M P&L

+187.0M+3.17%

3M P&L

+227.0M+3.87%

HY P&L

+464.3M+8.26%

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/A4.4B

77.8%

2Consumer Electronics227.7M

4.0%

3Semiconductors181.7M

3.2%

Top Industries by Stock Count

1N/A121 stocks

40.1%

2Drug Manufacturers - General8 stocks

2.6%

3Semiconductors8 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IEFA ISHARES TR CORE MSCI3.3M shares3.79%2026-03-312026-05-11

GSLC GOLDMAN SACHS ETF TR2.0M shares6.18%2026-03-312026-05-11

JEPI J P MORGAN EXCHANGE T4.2M shares10.62%2026-03-312026-05-11

AAPL APPLE INC COM920.5K shares9.92%2026-03-312026-05-11

EFV ISHARES TR EAFE VALUE2.8M shares9.44%2026-03-312026-05-11

SPAB SPDR SERIES TRUST POR7.8M shares0.50%2026-03-312026-05-11

SCHI SCHWAB STRATEGIC TR 58.5M shares0.31%2026-03-312026-05-11

IYW ISHARES TR U.S. TECH1.0M shares9.43%2026-03-312026-05-11

Sponsored

TBLL INVESCO EXCH TRADED F1.7M sharesnew addition2026-03-312026-05-11

BND VANGUARD BD INDEX FD2.4M shares0.81%2026-03-312026-05-11

NVDA NVIDIA CORPORATION CO1.0M shares6.57%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR1.3M shares0.64%2026-03-312026-05-11

SMH VANECK ETF TRUST SEMI427.4K shares7.01%2026-03-312026-05-11

JPST JP MORGAN EXCHANGE TR2.7M shares8.41%2026-03-312026-05-11

JAAA JANUS DETROIT STR TR2.6M shares1.45%2026-03-312026-05-11

TLH ISHARES TR LEHMAN 10-1.3M shares1.26%2026-03-312026-05-11

Sponsored

JIVE J P MORGAN EXCHANGE T1.5M shares9.08%2026-03-312026-05-11

INVESCO QQQ TR UNIT S INVESCO QQQ TR UNIT S223.8K shares7.97%2026-03-312026-05-11

IYG ISHARES TR U.S. FIN S1.5M shares2.01%2026-03-312026-05-11

ALPHABET INC CAP STK ALPHABET INC CAP STK422.7K shares-6.73%2026-03-312026-05-11

IVV ISHARES TR S&P 500 IN180.2K shares-14.38%2026-03-312026-05-11

JEPQ J P MORGAN EXCHANGE T2.0M shares4.10%2026-03-312026-05-11

MSFT MICROSOFT CORP COM298.8K shares1.29%2026-03-312026-05-11

IEF ISHARES TR 7-10 YR TR1.1M shares10768.66%2026-03-312026-05-11

Sponsored

AMZN AMAZON COM INC COM482.8K shares8.42%2026-03-312026-05-11

SPYM SPDR SERIES TRUST POR1.2M shares0.85%2026-03-312026-05-11

WMT WALMART INC COM671.0K shares-5.60%2026-03-312026-05-11

PAVE GLOBAL X FDS US INFR1.6M shares8.83%2026-03-312026-05-11

IGSB ISHARES TR ISHS 1-5YR1.6M shares13.73%2026-03-312026-05-11

IEMG ISHARES INC CORE MSCI1.1M shares10.38%2026-03-312026-05-11

XLV SELECT SECTOR SPDR TR521.1K shares0.68%2026-03-312026-05-11

EMXC ISHARES INC MSCI EMRG935.1K shares13.60%2026-03-312026-05-11

Sponsored

XLI SELECT SECTOR SPDR TR442.2K shares0.83%2026-03-312026-05-11

VCSH VANGUARD SCOTTSDALE F882.2K shares1.33%2026-03-312026-05-11

VGIT VANGUARD SCOTTSDALE F1.1M shares1.51%2026-03-312026-05-11

XLC COMMUNICATION SERVICE544.1K shares1.59%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO.190.9K shares-27.82%2026-03-312026-05-11

VCIT VANGUARD SCOTTSDALE F660.6K shares0.85%2026-03-312026-05-11

XLY SELECT SECTOR SPDR TR485.8K shares0.77%2026-03-312026-05-11

HDUS LATTICE STRATEGIES TR822.7K shares8.73%2026-03-312026-05-11

Sponsored

PYLD PIMCO ETF TR MULTISEC1.9M shares1.15%2026-03-312026-05-11

EUFN ISHARES TR MSCI EURO1.3M shares7.24%2026-03-312026-05-11

IGLB ISHARES TR 10 YR INV856.5K shares6.83%2026-03-312026-05-11

J P MORGAN EXCHANGE-T J P MORGAN EXCHANGE-T449.7K shares8.47%2026-03-312026-05-11

XLE SELECT SECTOR SPDR TR660.6K shares1.02%2026-03-312026-05-11

HIG HARTFORD INSURANCE GR297.8K shares-21.75%2026-03-312026-05-11

MOTI VANECK ETF TRUST MRNG1.0M shares7.07%2026-03-312026-05-11

ZROZ PIMCO ETF TR 25YR ZE556.3K shares9.37%2026-03-312026-05-11

Sponsored

BERKSHIRE HATHAWAY IN BERKSHIRE HATHAWAY IN72.5K shares52.92%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES223.9K shares28.61%2026-03-312026-05-11

LLY LILLY ELI & CO COM30.9K shares6.30%2026-03-312026-05-11

UPS UNITED PARCEL SERVICE278.3K shares13.34%2026-03-312026-05-11

FLJP FRANKLIN TEMPLETON ET747.5K shares10.45%2026-03-312026-05-11

EOG EOG RES INC COM186.4K shares19.26%2026-03-312026-05-11

BSCT INVESCO EXCH TRD SLF1.4M shares7.31%2026-03-312026-05-11

IHI ISHARES TR TR U.S. ME437.4K shares4.48%2026-03-312026-05-11

Sponsored

XLB SELECT SECTOR SPDR TR466.0K shares0.76%2026-03-312026-05-11

KO COCA COLA CO293.0K shares15.51%2026-03-312026-05-11

V VISA INC COM CL A66.2K shares7.07%2026-03-312026-05-11

PG PROCTER AND GAMBLE CO133.0K shares97.77%2026-03-312026-05-11

XOM EXXON MOBIL CORP COM109.9K shares40.45%2026-03-312026-05-11

XLP SELECT SECTOR SPDR TR223.3K shares1.12%2026-03-312026-05-11

TSLA TESLA MTRS INC COM47.4K shares-5.17%2026-03-312026-05-11

BROADCOM INC COM BROADCOM INC COM51.6K shares42.93%2026-03-312026-05-11

Sponsored

RFDA ALPS ETF TR RIVERFRNT243.3K shares-1.13%2026-03-312026-05-11

CMF ISHARES TR CALIF MUN244.6K shares53.82%2026-03-312026-05-11

HDEF DBX ETF TR XTRACK MSC369.0K shares19.55%2026-03-312026-05-11

ALPHABET CLASS A ALPHABET CLASS A41.0K shares29.47%2026-03-312026-05-11

BAC BANK OF AMERICA CORPO231.4K shares39.82%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON COM44.9K shares99.88%2026-03-312026-05-11

WFC WELLS FARGO & CO NEW128.2K shares5.15%2026-03-312026-05-11

MPC MARATHON PETE CORP CO41.3K shares35.67%2026-03-312026-05-11

Sponsored

RFDI FIRST TR EXCH TRADED121.8K shares-1.36%2026-03-312026-05-11

SJNK SPDR SER TR CAP S/T H381.9K shares8.53%2026-03-312026-05-11

HD HOME DEPOT INC COM28.4K shares102.76%2026-03-312026-05-11

QQQM INVESCO NASDAQ 100 ET38.9K shares1.03%2026-03-312026-05-11

PM PHILIP MORRIS INTL IN53.2K shares58.10%2026-03-312026-05-11

ABBV ABBVIE INC COM38.2K shares24.99%2026-03-312026-05-11

IJH ISHARES TR S&P MIDCAP121.7K shares20.18%2026-03-312026-05-11

PNC PNC FINL SVCS GROUP I38.6K shares602.64%2026-03-312026-05-11

Sponsored

CAT CATERPILLAR INC COM11.2K shares25.79%2026-03-312026-05-11

MCD MCDONALDS CORP COM24.7K shares27.70%2026-03-312026-05-11

JMUB J P MORGAN EXCHANGE T147.0K shares12.96%2026-03-312026-05-11

TT TRANE TECHNOLOGIES PL16.9K shares1212.02%2026-03-312026-05-11

VCLT VANGUARD SCOTTSDALE F91.0K shares9.05%2026-03-312026-05-11

SHYG ISHARES TR 0-5YR HI Y159.2K shares13.14%2026-03-312026-05-11

MERCK & CO. INC COM MERCK & CO. INC COM54.0K shares123.07%2026-03-312026-05-11

MGC VANGUARD WORLD FD MEG27.2K shares-94.40%2026-03-312026-05-11

Sponsored

CVX CHEVRON CORP NEW COM31.0K shares8.66%2026-03-312026-05-11

META FACEBOOK INC CL A11.0K shares63.43%2026-03-312026-05-11

JPMB J P MORGAN EXCHANGE T140.2K shares9.11%2026-03-312026-05-11

SYK STRYKER CORP COM16.2K shares85.30%2026-03-312026-05-11

HMOP HARTFORD FDS EXCHANGE136.4K shares14.04%2026-03-312026-05-11

CNI CANADIAN NATL RY CO C49.0K sharesnew addition2026-03-312026-05-11

IGIB ISHARES TR LEHMAN INT93.3K shares57.91%2026-03-312026-05-11

ISRG INTUITIVE SURGICAL IN10.7K shares0.21%2026-03-312026-05-11

Sponsored

CSCO CISCO SYS INC63.3K shares10.83%2026-03-312026-05-11

IBM INTERNATIONAL BUSINES20.3K shares53.60%2026-03-312026-05-11

MLI MUELLER INDS INC COM43.0K sharesnew addition2026-03-312026-05-11

RTX RAYTHEON TECHNOLOGIES23.7K shares30.59%2026-03-312026-05-11

GEV GE VERNOVA LLC COM5.2K shares135.33%2026-03-312026-05-11

KMI KINDER MORGAN INC DEL131.2K shares19.59%2026-03-312026-05-11

MA MASTERCARD INC CL A8.7K shares71.12%2026-03-312026-05-11

ORCL ORACLE SYS CORP29.1K shares28.24%2026-03-312026-05-11

Sponsored

ANGL VANECK VECTORS FALLEN142.1K shares7.19%2026-03-312026-05-11

FDX FEDEX CORP COM11.3K shares1092.41%2026-03-312026-05-11

XYLD GLOBAL X S&P 500 COVE99.0K shares39.97%2026-03-312026-05-11

EMR EMERSON ELEC CO29.5K shares5.08%2026-03-312026-05-11

COST COSTCO WHSL CORP NEW3.7K shares47.12%2026-03-312026-05-11

RFCI ALPS ETF TR RIVERFRON163.4K shares-2.03%2026-03-312026-05-11

EDV VANGUARD WORLD FD EXT56.2K shares0.64%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED56.6K shares19.95%2026-03-312026-05-11

Sponsored

LOW LOWES COS INC COM15.3K shares198.09%2026-03-312026-05-11

IWF ISHARES TR RUSSELL1008.4K shares1.26%2026-03-312026-05-11

ABT ABBOTT LABS34.4K shares33.65%2026-03-312026-05-11

SO SOUTHERN CO COM36.1K shares338.91%2026-03-312026-05-11

GENERAL ELECTRIC CO C GENERAL ELECTRIC CO C12.1K shares30.32%2026-03-312026-05-11

HYGW ISHARES TR HIGH YLD C114.8K shares64.64%2026-03-312026-05-11

EFA ISHARES TR MSCI EAFE34.7K shares-2.60%2026-03-312026-05-11

HON HONEYWELL INTL INC CO14.8K shares7.81%2026-03-312026-05-11

Sponsored

NEE NEXTERA ENERGY INC CO34.2K shares92.80%2026-03-312026-05-11

AZO AUTOZONE INC COM930 sharesnew addition2026-03-312026-05-11

NFLX NETFLIX INC COM31.8K shares100.69%2026-03-312026-05-11

NSC NORFOLK SOUTHN CORP10.6K shares152.83%2026-03-312026-05-11

RFEM FIRST TR EXCH TRADED36.4K shares-1.43%2026-03-312026-05-11

MO ALTRIA GROUP INC COM39.5K shares38.67%2026-03-312026-05-11

GPIQ GOLDMAN SACHS ETF TR51.3K shares-0.19%2026-03-312026-05-11

RIGS ALPS ETF TR RIVERFRNT107.3K shares-0.57%2026-03-312026-05-11

Sponsored

VTV VANGUARD INDEX FDS VA12.4K shares34.38%2026-03-312026-05-11

CSX CSX CORP58.2K shares1.39%2026-03-312026-05-11

IVW ISHARES TR S&P500 GRW21.1K shares2.10%2026-03-312026-05-11

TMO THERMO ELECTRON CORP4.8K shares2.94%2026-03-312026-05-11

DIS DISNEY WALT PRODTNS23.8K shares31.90%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC6.8K shares194.18%2026-03-312026-05-11

ACWX ISHARES TR MSCI ACWI33.2K shares-1.91%2026-03-312026-05-11

AMGN AMGEN INC COM6.4K shares135.05%2026-03-312026-05-11

Sponsored

MMM 3M CO COM15.4K shares9.49%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICE10.8K shares180.39%2026-03-312026-05-11

BK BANK OF NEW YORK MELL18.4K sharesnew addition2026-03-312026-05-11

GLW CORNING INC COM16.0K shares8.54%2026-03-312026-05-11

TROW PRICE T ROWE GROUP IN23.3K shares201.95%2026-03-312026-05-11

VZ VERIZON COMMUNICATION40.9K shares3.21%2026-03-312026-05-11

COP CONOCOPHILLIPS COM15.2K shares98.28%2026-03-312026-05-11

BMY BRISTOL MYERS SQUIBB32.4K shares50.21%2026-03-312026-05-11

Sponsored

GS GOLDMAN SACHS GROUP I2.3K shares5.70%2026-03-312026-05-11

INTC INTEL CORP COM43.6K shares15.54%2026-03-312026-05-11

EATON CORP PLC SHS EATON CORP PLC SHS5.4K shares36.70%2026-03-312026-05-11

VGT VANGUARD WORLD FDS IN2.7K shares16.40%2026-03-312026-05-11

HSY HERSHEY FOODS CORP8.4K shares-11.57%2026-03-312026-05-11

CB CHUBB LIMITED COM5.3K shares57.47%2026-03-312026-05-11

OEF ISHARES TR S&P 100 ID5.3K shares6.09%2026-03-312026-05-11

IJR ISHARES TR S&P SMLCAP13.6K shares100.09%2026-03-312026-05-11

Sponsored

TLT ISHARES TR 20 YR TRS19.3K shares10.94%2026-03-312026-05-11

VLO VALERO ENERGY CORP NE6.7K shares127.35%2026-03-312026-05-11

UNP UNION PAC CORP6.8K shares38.87%2026-03-312026-05-11

LII LENNOX INTL INC COM3.6K shares0.53%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP2.7K shares38.66%2026-03-312026-05-11

BSX BOSTON SCIENTIFIC COR24.9K shares16.93%2026-03-312026-05-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW11.6K shares41.51%2026-03-312026-05-11

SHW SHERWIN WILLIAMS CO C4.7K sharesnew addition2026-03-312026-05-11

Sponsored

VANGUARD INDEX FDS S& VANGUARD INDEX FDS S&2.5K shares-1.31%2026-03-312026-05-11

PGR PROGRESSIVE CORP OHIO7.4K shares476.81%2026-03-312026-05-11

NOC NORTHROP GRUMMAN CORP2.1K shares47.65%2026-03-312026-05-11

VUG VANGUARD INDEX FDS GR3.3K shares54.09%2026-03-312026-05-11

MUB ISHARES TR S&P NATL M13.6K shares-1.26%2026-03-312026-05-11

D DOMINION RES INC VA N23.2K shares54.64%2026-03-312026-05-11

PLXS PLEXUS CORP COM7.0K shares0.00%2026-03-312026-05-11

GPIX GOLDMAN SACHS ETF TR28.3K shares-2.70%2026-03-312026-05-11

Sponsored

MCK MCKESSON CORP COM1.6K shares0.37%2026-03-312026-05-11

PEP PEPSICO INC COM9.0K shares82.41%2026-03-312026-05-11

INTU INTUIT COM3.2K shares502.81%2026-03-312026-05-11

OKE ONEOK INC NEW15.4K shares458.10%2026-03-312026-05-11

T A T & T INC (NEW)46.1K shares20.38%2026-03-312026-05-11

TJX TJX COS INC NEW COM8.3K shares142.02%2026-03-312026-05-11

MS MORGAN STANLEY COM NE8.1K shares41.70%2026-03-312026-05-11

LAM RESEARCH CORP COM LAM RESEARCH CORP COM6.2K shares-51.63%2026-03-312026-05-11

Sponsored

AXP AMERICAN EXPRESS CO4.2K shares65.97%2026-03-312026-05-11

SPTM SPDR SERIES TRUST DJW16.0K sharesnew addition2026-03-312026-05-11

VIG VANGUARD SPECIALIZED5.8K shares6.64%2026-03-312026-05-11

IWR ISHARES TR RUSSELL MI12.8K shares11.84%2026-03-312026-05-11

WELL WELLTOWER INC COM6.2K shares-2.65%2026-03-312026-05-11

QCOM QUALCOMM INC COM9.6K shares18.85%2026-03-312026-05-11

DE DEERE & CO COM2.2K shares56.85%2026-03-312026-05-11

PFE PFIZER INC COM43.5K shares81.02%2026-03-312026-05-11

Sponsored

SUB ISHARES TR S&P SHRT N11.3K shares11.51%2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR3.5K shares22.57%2026-03-312026-05-11

QYLD GLOBAL X FDS NASDAQ 169.0K shares8.37%2026-03-312026-05-11

TRV TRAVELERS COMPANIES I3.8K shares22.48%2026-03-312026-05-11

BLACKSTONE GROUP INC BLACKSTONE GROUP INC9.7K shares12.81%2026-03-312026-05-11

VMC VULCAN MATLS CO COM3.9K shares0.03%2026-03-312026-05-11

JCI JOHNSON CTLS INTL PLC8.1K shares16.60%2026-03-312026-05-11

SPG SIMON PPTY GROUP INC5.6K shares14.91%2026-03-312026-05-11

Sponsored

TXN TEXAS INSTRS INC COM5.4K shares24.83%2026-03-312026-05-11

SPY SPDR TR UNIT SER 11.6K shares0.00%2026-03-312026-05-11

DELL DELL TECHNOLOGIES INC6.3K shares0.32%2026-03-312026-05-11

BA BOEING CO COM5.1K shares72.55%2026-03-312026-05-11

PWR QUANTA SVCS INC COM1.8K sharesnew addition2026-03-312026-05-11

RSG REPUBLIC SVCS INC COM4.5K shares41.19%2026-03-312026-05-11

EIX EDISON INTL COM13.5K shares18.63%2026-03-312026-05-11

RY ROYAL BK CDA MONTREAL6.1K sharesnew addition2026-03-312026-05-11

Sponsored

IR INGERSOLL RAND INC12.1K sharesnew addition2026-03-312026-05-11

IWD ISHARES TR RUSSELL1004.5K shares4.47%2026-03-312026-05-11

SCHW SCHWAB CHARLES CORP N10.2K shares11.48%2026-03-312026-05-11

FCX FREEPORT MCMORAN COPP15.9K shares-8.30%2026-03-312026-05-11

SHOP SHOPIFY INC CL A7.8K shares497.32%2026-03-312026-05-11

IEO ISHARES TR DJ OIL&GAS7.4K shares-4.15%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP IN3.3K shares12.89%2026-03-312026-05-11

RYLD GLOBAL X X FDS RUSSEL59.9K shares22.97%2026-03-312026-05-11

Sponsored

ARLP ALLIANCE RES PARTNER32.0K shares0.00%2026-03-312026-05-11

PCAR PACCAR INC COM7.6K shares0.13%2026-03-312026-05-11

PSX PHILLIPS 66 COM4.8K shares128.66%2026-03-312026-05-11

CPRT COPART INC COM26.0K shares0.00%2026-03-312026-05-11

ADI ANALOG DEVICES INC CO2.7K shares32.49%2026-03-312026-05-11

SEAGATE TECHNOLOGY HL SEAGATE TECHNOLOGY HL2.1K shares41.67%2026-03-312026-05-11

VO VANGUARD INDEX FDS MI2.8K shares13.38%2026-03-312026-05-11

ITW ILLINOIS TOOL WKS INC3.1K shares3.34%2026-03-312026-05-11

Sponsored

XCCC BONDBLOXX ETF TRUST C22.0K shares67.07%2026-03-312026-05-11

CRWD CROWDSTRIKE HOLDINGS2.0K shares3.22%2026-03-312026-05-11

SGOV ISHARES TR 0-3 MNTH T7.9K shares-62.61%2026-03-312026-05-11

ADP AUTOMATIC DATA PROCES3.9K shares-2.01%2026-03-312026-05-11

EEM ISHARES TR MSCI EMERG13.6K shares-0.68%2026-03-312026-05-11

USB US BANCORP DEL COM NE14.8K shares123.34%2026-03-312026-05-11

WLK WESTLAKE CHEM CORP CO6.5K shares0.00%2026-03-312026-05-11

CVNA CARVANA CO CL A2.4K shares-3.28%2026-03-312026-05-11

Sponsored

EME EMCOR GROUP INC COM1.0K shares0.00%2026-03-312026-05-11

CL COLGATE PALMOLIVE CO8.7K shares23.63%2026-03-312026-05-11

PEG PUBLIC SVC ENTERPRISE9.1K shares137.68%2026-03-312026-05-11

PINNACLE FINL PARTNER PINNACLE FINL PARTNER8.4K sharesnew addition2026-03-312026-05-11

EMB ISHARES TR JPMORGAN U7.5K shares-1.30%2026-03-312026-05-11

CME CME GROUP INC COM2.3K shares20.04%2026-03-312026-05-11

ADSK AUTODESK INC COM2.8K sharesnew addition2026-03-312026-05-11

HBAN HUNTINGTON BANCSHARES42.3K shares47.98%2026-03-312026-05-11

Sponsored

WMB WILLIAMS COS INC DEL9.0K shares-6.36%2026-03-312026-05-11

MSI MOTOROLA SOLUTIONS IN1.5K shares-7.03%2026-03-312026-05-11

CIGNA CORP CIGNA CORP2.4K shares-14.27%2026-03-312026-05-11

INVESCO FTSE RAFI US INVESCO FTSE RAFI US14.1K shares11.87%2026-03-312026-05-11

AGQ PROSHARES TR II ULTRA5.4K shares0.00%2026-03-312026-05-11

BLACKROCK INC COM BLACKROCK INC COM665 shares44.88%2026-03-312026-05-11

DOV DOVER CORP3.1K sharesnew addition2026-03-312026-05-11

COF CAPITAL ONE FINL CORP3.4K shares54.07%2026-03-312026-05-11

Sponsored

NKE NIKE INC CL B11.8K shares258.36%2026-03-312026-05-11

WSBC WESBANCO INC COM18.0K shares0.00%2026-03-312026-05-11

HEDJ WISDOMTREE TR EUROPE11.6K shares-1.31%2026-03-312026-05-11

NVS NOVARTIS AG SPONSORED4.0K shares4.32%2026-03-312026-05-11

CGGR CAPITAL GROUP GROWTH15.0K shares0.00%2026-03-312026-05-11

PH PARKER HANNIFIN CORP668 sharesnew addition2026-03-312026-05-11

CRM SALESFORCE COM INC CO3.2K shares9.57%2026-03-312026-05-11

KKR & CO INC COM KKR & CO INC COM6.2K shares10.04%2026-03-312026-05-11

Sponsored

SHEL SHELL PLC SPON ADS6.1K shares0.00%2026-03-312026-05-11

YUE YUEN INDL HLDGS L YUE YUEN INDL HLDGS L57.0K shares4.95%2026-03-312026-05-11

HCA HCA HOLDINGS INC COM1.2K shares18.00%2026-03-312026-05-11

EMM GLOBAL X FDS EMERGING15.5K shares0.00%2026-03-312026-05-11

CITIGROUP INC CITIGROUP INC4.8K shares74.77%2026-03-312026-05-11

WHR WHIRLPOOL CORP10.0K shares0.00%2026-03-312026-05-11

JBHT HUNT J B TRANS SVCS I2.5K sharesnew addition2026-03-312026-05-11

EWC ISHARES INC MSCI CDA9.7K shares65.25%2026-03-312026-05-11

Sponsored

VWO VANGUARD INTL EQUITY9.8K shares33.92%2026-03-312026-05-11

CTVA CORTEVA INC COM6.3K shares-71.18%2026-03-312026-05-11

INVESCO EXCH TRADED F INVESCO EXCH TRADED F7.4K shares3.71%2026-03-312026-05-11

MMC MARSH & MCLENNAN COS3.0K shares2.41%2026-03-312026-05-11

GILD GILEAD SCIENCES INC C3.6K shares4.12%2026-03-312026-05-11

CMI CUMMINS ENGINE INC CO929 shares64.13%2026-03-312026-05-11

SOXX ISHARES TR S&P NA SEM1.5K shares11.02%2026-03-312026-05-11

XLU SELECT SECTOR SPDR TR10.8K shares0.06%2026-03-312026-05-11

Sponsored

APOLLO GLOBAL MGMT IN APOLLO GLOBAL MGMT IN4.3K shares2.35%2026-03-312026-05-11

LDOS LEIDOS HLDGS INC COM3.1K shares0.16%2026-03-312026-05-11

NRG NRG ENERGY INC COM NE3.3K shares0.15%2026-03-312026-05-11

SCHA SCHWAB STRATEGIC TR U16.2K sharesnew addition2026-03-312026-05-11

NEM NEWMONT MNG CORP4.3K shares1.43%2026-03-312026-05-11

ARISTA NETWORKS INC C ARISTA NETWORKS INC C3.7K shares1.58%2026-03-312026-05-11

CEG CONSTELLATION ENERGY1.6K shares41.47%2026-03-312026-05-11

ENGIE SPONS ADR ENGIE SPONS ADR14.1K shares8.55%2026-03-312026-05-11

Sponsored

AMERISOURCEBERGEN COR AMERISOURCEBERGEN COR1.4K shares0.78%2026-03-312026-05-11

VEEV VEEVA SYS INC CL A CO2.5K shares0.00%2026-03-312026-05-11

BTI BRITISH AMERN TOB PLC7.5K shares1.98%2026-03-312026-05-11

MSA MSA SAFETY INC COM2.7K shares0.00%2026-03-312026-05-11

AMAT APPLIED MATLS INC COM1.3K shares-2.64%2026-03-312026-05-11

TGT TARGET CORP3.5K shares20.29%2026-03-312026-05-11

APD AIR PRODS & CHEMS INC1.5K shares-24.91%2026-03-312026-05-11

PUTNAM ETF TRUST FRAN PUTNAM ETF TRUST FRAN58.2K sharesnew addition2026-03-312026-05-11

Sponsored

IWM ISHARES TR RUSSELL 201.7K shares2.84%2026-03-312026-05-11

VRTX VERTEX PHARMACEUTICAL929 shares3.34%2026-03-312026-05-11

MYRG MYR GROUP INC DEL COM1.5K shares0.00%2026-03-312026-05-11

LHX L3 HARRIS TECHNOLOGIE1.2K sharesnew addition2026-03-312026-05-11

TFC TRUIST FINL CORP COM8.7K shares65.29%2026-03-312026-05-11

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.2K shares29.56%2026-03-312026-05-11

WM WASTE MGMT INC DEL CO1.7K shares6.54%2026-03-312026-05-11

UBER UBER TECHNOLOGIES INC5.5K shares42.14%2026-03-312026-05-11

Sponsored

VB VANGUARD INDEX FDS SM1.5K sharesnew addition2026-03-312026-05-11

SITC INTERNATIONAL HO SITC INTERNATIONAL HO8.9K shares4.46%2026-03-312026-05-11

CGDV CAPITAL GROUP DIVIDEN9.1K shares0.00%2026-03-312026-05-11

SBUX STARBUCKS CORP COM4.2K shares-35.01%2026-03-312026-05-11

ING ING GROEP N V SPONSOR14.4K shares14.59%2026-03-312026-05-11

AMP AMERIPRISE FINL INC C844 sharesnew addition2026-03-312026-05-11

AFL AFLAC INC3.4K sharesnew addition2026-03-312026-05-11

NESTLE S A SPONSORED NESTLE S A SPONSORED3.8K shares0.00%2026-03-312026-05-11

Sponsored

SDY SPDR SERIES TRUST S&P2.5K shares0.00%2026-03-312026-05-11

XLF SELECT SECTOR SPDR TR7.2K shares1.17%2026-03-312026-05-11

FHI FEDERATED INVS INC PA6.3K shares9.19%2026-03-312026-05-11

MEDTRONIC PLC SHS MEDTRONIC PLC SHS4.1K shares17.98%2026-03-312026-05-11

UNITI GROUP INC COM S UNITI GROUP INC COM S37.6K shares9.32%2026-03-312026-05-11

ASML ASML HOLDING N V N Y264 sharesnew addition2026-03-312026-05-11

ENB ENBRIDGE INC COM6.4K sharesnew addition2026-03-312026-05-11

BP BP PLC SPONSORED ADR7.3K sharesnew addition2026-03-312026-05-11

Sponsored

MDLZ MONDELEZ INTL INC CL6.0K shares36.06%2026-03-312026-05-11

O REALTY INCOME CORP CO5.6K shares0.36%2026-03-312026-05-11

ENAGAS S A ADR ENAGAS S A ADR34.7K shares3.50%2026-03-312026-05-11

HUTCHISON PORT HLDGS HUTCHISON PORT HLDGS81.8K shares4.93%2026-03-312026-05-11

ASTRAZENECA PLC ASTRAZENECA PLC1.7K sharesnew addition2026-03-312026-05-11

DVY ISHARES TR DJ SEL DIV2.2K shares0.00%2026-03-312026-05-11

AJG GALLAGHER ARTHUR J &1.6K shares96.61%2026-03-312026-05-11

VST VISTRA CORP COM2.2K shares0.22%2026-03-312026-05-11

Sponsored

KMB KIMBERLY CLARK CORP C3.5K shares11.15%2026-03-312026-05-11

GLD SPDR GOLD TRUST GOLD782 shares17.59%2026-03-312026-05-11

SPLB SPDR SERIES TRUST POR15.1K shares-2.71%2026-03-312026-05-11

PROXIMUS S A UNSPONSO PROXIMUS S A UNSPONSO205.6K shares4.47%2026-03-312026-05-11

OVL LISTED FD TR SHARES L6.6K shares0.00%2026-03-312026-05-11

RFFC ALPS ETF TR RIVERFRNT5.0K shares0.00%2026-03-312026-05-11

IVE ISHARES TR S&P 500 VA1.6K shares0.00%2026-03-312026-05-11

TPR TAPESTRY INC COM2.3K sharesnew addition2026-03-312026-05-11

Sponsored

DVN DEVON ENERGY CORP NEW6.4K shares14.38%2026-03-312026-05-11

FORTUM OYJ ADR FORTUM OYJ ADR63.5K shares2.68%2026-03-312026-05-11

NORDEA BK ABP MED TER NORDEA BK ABP MED TER18.8K shares14.07%2026-03-312026-05-11

VODAFONE GROUP PLC NE VODAFONE GROUP PLC NE21.1K shares4.26%2026-03-312026-05-11

ICE INTERCONTINENTALEXCHA2.0K shares48.86%2026-03-312026-05-11

VRT VERTIV HOLDINGS CO CO1.3K sharesnew addition2026-03-312026-05-11

DRI DARDEN RESTAURANTS IN1.6K shares39.41%2026-03-312026-05-11

SYBT STOCK YDS BANCORP INC4.7K shares0.00%2026-03-312026-05-11

Sponsored

VXUS VANGUARD STAR FD INTL4.0K shares0.00%2026-03-312026-05-11

AEP AMERICAN ELECTRIC POW2.3K shares0.26%2026-03-312026-05-11

IXN ISHARES TR S&P GBL IN3.0K shares0.00%2026-03-312026-05-11

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC6.3K shares-71.19%2026-03-312026-05-11

RTL GROUP SA UNSPONSO RTL GROUP SA UNSPONSO68.9K shares5.17%2026-03-312026-05-11

QBTS D-WAVE QUANTUM INC20.0K sharesnew addition2026-03-312026-05-11

IONQ IONQ INC COM10.0K sharesnew addition2026-03-312026-05-11

CGUS CAPITAL GROUP CORE EQ7.5K shares0.00%2026-03-312026-05-11

Sponsored

RNST RENASANT CORP COM8.0K shares0.00%2026-03-312026-05-11

TMUS T-MOBILE US INC COM1.3K sharesnew addition2026-03-312026-05-11

ALL ALLSTATE CORP COM1.4K sharesnew addition2026-03-312026-05-11

RGTI RIGETTI COMPUTING INC20.0K sharesnew addition2026-03-312026-05-11

PANW PALO ALTO NETWORKS IN1.7K sharesnew addition2026-03-312026-05-11

WU WESTERN UN CO COM31.4K shares9.47%2026-03-312026-05-11

SON SONOCO PRODUCTS5.1K sharesnew addition2026-03-312026-05-11

HKT TRUST AND HKT LTD HKT TRUST AND HKT LTD17.3K shares3.86%2026-03-312026-05-11

Sponsored

SUPER MICRO COMPUTER SUPER MICRO COMPUTER11.8K sharesnew addition2026-03-312026-05-11

GIS GENERAL MLS INC COM7.1K shares0.00%2026-03-312026-05-11

ELV ANTHEM INC COM901 shares7.52%2026-03-312026-05-11

EQT CORP COM EQT CORP COM4.1K sharesnew addition2026-03-312026-05-11

TE CONNECTIVITY PLC O TE CONNECTIVITY PLC O1.3K shares28.41%2026-03-312026-05-11

SPGI S&P GLOBAL INC COM613 shares50.25%2026-03-312026-05-11

DOW DOW INC6.3K shares-53.76%2026-03-312026-05-11

BIL SPDR SER TR SPDR BLOO2.8K sharesnew addition2026-03-312026-05-11

Sponsored

NOW SERVICENOW INC COM2.5K shares2.95%2026-03-312026-05-11

VYM VANGUARD WHITEHALL FD1.7K shares0.00%2026-03-312026-05-11

CMCSA COMCAST CORP NEW COM8.6K shares-0.75%2026-03-312026-05-11

ACCENTURE PLC ACCENTURE PLC1.2K shares17.59%2026-03-312026-05-11

LNT ALLIANT ENERGY CORP C3.3K shares0.30%2026-03-312026-05-11

ATO ATMOS ENERGY CORP COM1.3K sharesnew addition2026-03-312026-05-11

LINDE PLC SHS LINDE PLC SHS473 sharesnew addition2026-03-312026-05-11

ROL ROLLINS INC COM4.4K shares-0.02%2026-03-312026-05-11

Sponsored

EWJ ISHARES INC MSCI JPN2.7K shares0.00%2026-03-312026-05-11

STERIS PLC SHS USD STERIS PLC SHS USD1.0K sharesnew addition2026-03-312026-05-11

BITMINE IMMERSION TEC BITMINE IMMERSION TEC11.6K shares0.00%2026-03-312026-05-11

TOTALENERGIES SE ACT TOTALENERGIES SE ACT2.5K sharesnew addition2026-03-312026-05-11

WSO WATSCO INC COM610 sharesnew addition2026-03-312026-05-11

APH AMPHENOL CORP NEW CL1.8K shares5.23%2026-03-312026-05-11

CVS CVS CORP3.0K sharesnew addition2026-03-312026-05-11

HYS PIMCO ETF TR 0-5 HIGH2.3K shares0.00%2026-03-312026-05-11

Sponsored

HWM HOWMET AEROSPACE INC935 sharesnew addition2026-03-312026-05-11

DFAC DIMENSIONAL ETF TRUST5.4K shares0.00%2026-03-312026-05-11

ISHARES GOLD TRUST ISHARES GOLD TRUST2.4K sharesnew addition2026-03-312026-05-11

WEC ENERGY GROUP INC WEC ENERGY GROUP INC1.8K sharesnew addition2026-03-312026-05-11

FAST FASTENAL CO COM4.4K sharesnew addition2026-03-312026-05-11

FTCS FIRST TR EXCHANGE TRA2.2K shares0.00%2026-03-312026-05-11

TRP TC ENERGY CORP COM3.3K sharesnew addition2026-03-312026-05-11

WRB BERKLEY W R CORP COM3.1K sharesnew addition2026-03-312026-05-11

Sponsored

FTEC FIDELITY MSCI INFO TE975 shares7.73%2026-03-312026-05-11

OC OWENS CORNING NEW COM1.9K shares0.00%2026-03-312026-05-11

AXON AXON ENTERPRISE INC C475 sharesnew addition2026-03-312026-05-11

SW SMURFIT WESTROCK PLC5.0K sharesnew addition2026-03-312026-05-11

AGL ENERGY LTD SPONSO AGL ENERGY LTD SPONSO29.5K shares4.27%2026-03-312026-05-11

STWD STARWOOD PPTY TR INC11.1K shares0.00%2026-03-312026-05-11

F FORD MTR CO DEL14.4K shares-38.00%2026-03-312026-05-11

QUBT QUANTUM COMPUTING INC20.0K sharesnew addition2026-03-312026-05-11

Sponsored

IEFA

ISHARES TR CORE MSCI

3.79%

Shares3.3M

Event2026-03-31

Filed2026-05-11

GSLC

GOLDMAN SACHS ETF TR

6.18%

Shares2.0M

Event2026-03-31

Filed2026-05-11

JEPI

J P MORGAN EXCHANGE T

10.62%

Shares4.2M

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC COM

9.92%

Shares920.5K

Event2026-03-31

Filed2026-05-11

EFV

ISHARES TR EAFE VALUE

9.44%

Shares2.8M

Event2026-03-31

Filed2026-05-11

SPAB

SPDR SERIES TRUST POR

0.50%

Shares7.8M

Event2026-03-31

Filed2026-05-11

SCHI

SCHWAB STRATEGIC TR 5

0.31%

Shares8.5M

Event2026-03-31

Filed2026-05-11

IYW

ISHARES TR U.S. TECH

9.43%

Shares1.0M

Event2026-03-31

Filed2026-05-11

TBLL

INVESCO EXCH TRADED F

New

Shares1.7M

Event2026-03-31

Filed2026-05-11

BND

VANGUARD BD INDEX FD

0.81%

Shares2.4M

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION CO

6.57%

Shares1.0M

Event2026-03-31

Filed2026-05-11

XLK

SELECT SECTOR SPDR TR

0.64%

Shares1.3M

Event2026-03-31

Filed2026-05-11

SMH

VANECK ETF TRUST SEMI

7.01%

Shares427.4K

Event2026-03-31

Filed2026-05-11

JPST

JP MORGAN EXCHANGE TR

8.41%

Shares2.7M

Event2026-03-31

Filed2026-05-11

JAAA

JANUS DETROIT STR TR

1.45%

Shares2.6M

Event2026-03-31

Filed2026-05-11

TLH

ISHARES TR LEHMAN 10-

1.26%

Shares1.3M

Event2026-03-31

Filed2026-05-11

JIVE

J P MORGAN EXCHANGE T

9.08%

Shares1.5M

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR UNIT S

7.97%

Shares223.8K

Event2026-03-31

Filed2026-05-11

IYG

ISHARES TR U.S. FIN S

2.01%

Shares1.5M

Event2026-03-31

Filed2026-05-11

ALPHABET INC CAP STK

-6.73%

Shares422.7K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR S&P 500 IN

-14.38%

Shares180.2K

Event2026-03-31

Filed2026-05-11

JEPQ

J P MORGAN EXCHANGE T

4.10%

Shares2.0M

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP COM

1.29%

Shares298.8K

Event2026-03-31

Filed2026-05-11

IEF

ISHARES TR 7-10 YR TR

10768.66%

Shares1.1M

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC COM

8.42%

Shares482.8K

Event2026-03-31

Filed2026-05-11

SPYM

SPDR SERIES TRUST POR

0.85%

Shares1.2M

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC COM

-5.60%

Shares671.0K

Event2026-03-31

Filed2026-05-11

PAVE

GLOBAL X FDS US INFR

8.83%

Shares1.6M

Event2026-03-31

Filed2026-05-11

IGSB

ISHARES TR ISHS 1-5YR

13.73%

Shares1.6M

Event2026-03-31

Filed2026-05-11

IEMG

ISHARES INC CORE MSCI

10.38%

Shares1.1M

Event2026-03-31

Filed2026-05-11

XLV

SELECT SECTOR SPDR TR

0.68%

Shares521.1K

Event2026-03-31

Filed2026-05-11

EMXC

ISHARES INC MSCI EMRG

13.60%

Shares935.1K

Event2026-03-31

Filed2026-05-11

XLI

SELECT SECTOR SPDR TR

0.83%

Shares442.2K

Event2026-03-31

Filed2026-05-11

VCSH

VANGUARD SCOTTSDALE F

1.33%

Shares882.2K

Event2026-03-31

Filed2026-05-11

VGIT

VANGUARD SCOTTSDALE F

1.51%

Shares1.1M

Event2026-03-31

Filed2026-05-11

XLC

COMMUNICATION SERVICE

1.59%

Shares544.1K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO.

-27.82%

Shares190.9K

Event2026-03-31

Filed2026-05-11

VCIT

VANGUARD SCOTTSDALE F

0.85%

Shares660.6K

Event2026-03-31

Filed2026-05-11

XLY

SELECT SECTOR SPDR TR

0.77%

Shares485.8K

Event2026-03-31

Filed2026-05-11

HDUS

LATTICE STRATEGIES TR

8.73%

Shares822.7K

Event2026-03-31

Filed2026-05-11

PYLD

PIMCO ETF TR MULTISEC

1.15%

Shares1.9M

Event2026-03-31

Filed2026-05-11

EUFN

ISHARES TR MSCI EURO

7.24%

Shares1.3M

Event2026-03-31

Filed2026-05-11

IGLB

ISHARES TR 10 YR INV

6.83%

Shares856.5K

Event2026-03-31

Filed2026-05-11

J P MORGAN EXCHANGE-T

8.47%

Shares449.7K

Event2026-03-31

Filed2026-05-11

XLE

SELECT SECTOR SPDR TR

1.02%

Shares660.6K

Event2026-03-31

Filed2026-05-11

HIG

HARTFORD INSURANCE GR

-21.75%

Shares297.8K

Event2026-03-31

Filed2026-05-11

MOTI

VANECK ETF TRUST MRNG

7.07%

Shares1.0M

Event2026-03-31

Filed2026-05-11

ZROZ

PIMCO ETF TR 25YR ZE

9.37%

Shares556.3K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY IN

52.92%

Shares72.5K

Event2026-03-31

Filed2026-05-11

PLTR

PALANTIR TECHNOLOGIES

28.61%

Shares223.9K

Event2026-03-31

Filed2026-05-11

LLY

LILLY ELI & CO COM

6.30%

Shares30.9K

Event2026-03-31

Filed2026-05-11

UPS

UNITED PARCEL SERVICE

13.34%

Shares278.3K

Event2026-03-31

Filed2026-05-11

FLJP

FRANKLIN TEMPLETON ET

10.45%

Shares747.5K

Event2026-03-31

Filed2026-05-11

EOG

EOG RES INC COM

19.26%

Shares186.4K

Event2026-03-31

Filed2026-05-11

BSCT

INVESCO EXCH TRD SLF

7.31%

Shares1.4M

Event2026-03-31

Filed2026-05-11

IHI

ISHARES TR TR U.S. ME

4.48%

Shares437.4K

Event2026-03-31

Filed2026-05-11

XLB

SELECT SECTOR SPDR TR

0.76%

Shares466.0K

Event2026-03-31

Filed2026-05-11

COCA COLA CO

15.51%

Shares293.0K

Event2026-03-31

Filed2026-05-11

VISA INC COM CL A

7.07%

Shares66.2K

Event2026-03-31

Filed2026-05-11

PROCTER AND GAMBLE CO

97.77%

Shares133.0K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP COM

40.45%

Shares109.9K

Event2026-03-31

Filed2026-05-11

XLP

SELECT SECTOR SPDR TR

1.12%

Shares223.3K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA MTRS INC COM

-5.17%

Shares47.4K

Event2026-03-31

Filed2026-05-11

BROADCOM INC COM

42.93%

Shares51.6K

Event2026-03-31

Filed2026-05-11

RFDA

ALPS ETF TR RIVERFRNT

-1.13%

Shares243.3K

Event2026-03-31

Filed2026-05-11

CMF

ISHARES TR CALIF MUN

53.82%

Shares244.6K

Event2026-03-31

Filed2026-05-11

HDEF

DBX ETF TR XTRACK MSC

19.55%

Shares369.0K

Event2026-03-31

Filed2026-05-11

ALPHABET CLASS A

29.47%

Shares41.0K

Event2026-03-31

Filed2026-05-11

BAC

BANK OF AMERICA CORPO

39.82%

Shares231.4K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON COM

99.88%

Shares44.9K

Event2026-03-31

Filed2026-05-11

WFC

WELLS FARGO & CO NEW

5.15%

Shares128.2K

Event2026-03-31

Filed2026-05-11

MPC

MARATHON PETE CORP CO

35.67%

Shares41.3K

Event2026-03-31

Filed2026-05-11

RFDI

FIRST TR EXCH TRADED

-1.36%

Shares121.8K

Event2026-03-31

Filed2026-05-11

SJNK

SPDR SER TR CAP S/T H

8.53%

Shares381.9K

Event2026-03-31

Filed2026-05-11

HOME DEPOT INC COM

102.76%

Shares28.4K

Event2026-03-31

Filed2026-05-11

QQQM

INVESCO NASDAQ 100 ET

1.03%

Shares38.9K

Event2026-03-31

Filed2026-05-11

PHILIP MORRIS INTL IN

58.10%

Shares53.2K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE INC COM

24.99%

Shares38.2K

Event2026-03-31

Filed2026-05-11

IJH

ISHARES TR S&P MIDCAP

20.18%

Shares121.7K

Event2026-03-31

Filed2026-05-11

PNC

PNC FINL SVCS GROUP I

602.64%

Shares38.6K

Event2026-03-31

Filed2026-05-11

CAT

CATERPILLAR INC COM

25.79%

Shares11.2K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP COM

27.70%

Shares24.7K

Event2026-03-31

Filed2026-05-11

JMUB

J P MORGAN EXCHANGE T

12.96%

Shares147.0K

Event2026-03-31

Filed2026-05-11

TRANE TECHNOLOGIES PL

1212.02%

Shares16.9K

Event2026-03-31

Filed2026-05-11

VCLT

VANGUARD SCOTTSDALE F

9.05%

Shares91.0K

Event2026-03-31

Filed2026-05-11

SHYG

ISHARES TR 0-5YR HI Y

13.14%

Shares159.2K

Event2026-03-31

Filed2026-05-11

MERCK & CO. INC COM

123.07%

Shares54.0K

Event2026-03-31

Filed2026-05-11

MGC

VANGUARD WORLD FD MEG

-94.40%

Shares27.2K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORP NEW COM

8.66%

Shares31.0K

Event2026-03-31

Filed2026-05-11