Sponsored

The Analysis of Roehl & Yi Investment Advisors, LLC's Holdings & P&L

Currently, Roehl & Yi Investment Advisors, LLC holds 180 types of securities in its portfolio with a total value $266.3M. In the most recent quarter, they have increased their positions in NVDA (+115.1K shares, valued at $4.1M), WDC (+12.9K shares, valued at $3.5M), N/A (+55.2K shares, valued at $3.5M); decreased their positions in VBIL (-12.0K shares, valued at $910.1K), IWF (-1.1K shares, valued at $454.5K), TSM (-1.3K shares, valued at $425.1K); initiated new positions in WDC (+12.9K shares, valued at $3.5M), SNDK (+2.9K shares, valued at $1.8M), N/A (+3.7K shares, valued at $729.3K).

1M P&L

+19.5M+2.93%

3M P&L

+3.8M+0.55%

HY P&L

+20.7M+3.12%

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/A112.5M

52.2%

2Consumer Electronics14.0M

6.5%

3Drug Manufacturers - General9.4M

4.4%

Top Industries by Stock Count

1N/A45 stocks

28.0%

2Drug Manufacturers - General9 stocks

5.6%

3Software - Application6 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MINT PIMCO ETF TR220.6K shares-1.55%2026-03-312026-05-14

VBIL VANGUARD INSTL INDEX FD187.1K shares-6.04%2026-03-312026-05-14

AAPL APPLE INC295.6K shares21.39%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS200.8K shares37.95%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR132.5K shares-0.71%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL90.8K shares-0.40%2026-03-312026-05-14

GUNR FLEXSHARES TR148.9K shares7.49%2026-03-312026-05-14

VPLS VANGUARD MALVERN FDS104.5K shares20.29%2026-03-312026-05-14

Sponsored

MSFT MICROSOFT CORP65.1K shares1.95%2026-03-312026-05-14

IJR ISHARES TR40.6K shares-1.26%2026-03-312026-05-14

NVDA NVIDIA CORPORATION133.0K shares642.88%2026-03-312026-05-14

VTI VANGUARD INDEX FDS45.1K shares11.07%2026-03-312026-05-14

USMV ISHARES TR46.8K shares-3.34%2026-03-312026-05-14

XOM EXXON MOBIL CORP25.4K shares18.98%2026-03-312026-05-14

KAT ADVISORS SER TR73.5K shares-1.33%2026-03-312026-05-14

CGDV CAPITAL GROUP DIVIDEND VALUE95.3K shares8.95%2026-03-312026-05-14

Sponsored

JNJ JOHNSON & JOHNSON26.7K shares2.27%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION162.5K shares0.13%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS152.9K shares40.89%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T5.4K shares-0.13%2026-03-312026-05-14

CGIE CAPITAL GROUP INTERNATIONAL104.4K shares20.22%2026-03-312026-05-14

WDC WESTERN DIGITAL CORP12.9K sharesnew addition2026-03-312026-05-14

ALPHABET INC ALPHABET INC10.7K shares8.62%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR132.3K shares2.67%2026-03-312026-05-14

Sponsored

FNDF SCHWAB STRATEGIC TR64.5K shares11.64%2026-03-312026-05-14

CVX CHEVRON CORPORATION13.2K shares-0.32%2026-03-312026-05-14

CGGR CAPITAL GROUP GROWTH ETF68.5K shares56.05%2026-03-312026-05-14

ALPHABET INC ALPHABET INC51.6K shares3.08%2026-03-312026-05-14

BROADCOM INC BROADCOM INC19.1K shares3.31%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO6.9K shares17.20%2026-03-312026-05-14

AMGN AMGEN INC48.3K shares0.21%2026-03-312026-05-14

IWF ISHARES TR4.4K shares-19.65%2026-03-312026-05-14

Sponsored

SNDK SANDISK CORP2.9K sharesnew addition2026-03-312026-05-14

JMST J P MORGAN EXCHANGE TRADED F29.3K shares-1.51%2026-03-312026-05-14

CME CME GROUP INC5.0K shares-4.37%2026-03-312026-05-14

CSCO CISCO SYS INC18.6K shares5.97%2026-03-312026-05-14

PG PROCTER & GAMBLE CO9.9K shares-0.40%2026-03-312026-05-14

VT VANGUARD INTL EQUITY INDEX F10.2K shares3.06%2026-03-312026-05-14

EFA ISHARES TR14.4K shares0.00%2026-03-312026-05-14

TOTALENERGIES SE TOTALENERGIES SE14.4K shares4.74%2026-03-312026-05-14

Sponsored

VYMI VANGUARD WHITEHALL FDS13.8K shares0.69%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC3.8K shares-24.83%2026-03-312026-05-14

VXUS VANGUARD STAR FDS25.0K shares10.40%2026-03-312026-05-14

CGDG CAPITAL GROUP DIVIDEND GROWE36.1K shares5.46%2026-03-312026-05-14

ASML ASML HLDG NV935 shares-20.43%2026-03-312026-05-14

PEP PEPSICO INC7.2K shares14.24%2026-03-312026-05-14

AMZN AMAZON COM INC48.7K shares1166.75%2026-03-312026-05-14

UNP UNION PAC CORP4.5K shares-5.97%2026-03-312026-05-14

Sponsored

HD HOME DEPOT INC3.3K shares14.90%2026-03-312026-05-14

SBUX STARBUCKS CORP14.3K shares5.52%2026-03-312026-05-14

BANR BANNER CORP17.4K shares0.00%2026-03-312026-05-14

PSX PHILLIPS 665.5K shares0.11%2026-03-312026-05-14

UNILEVER PLC UNILEVER PLC17.6K shares1.04%2026-03-312026-05-14

CFR CULLEN FROST BANKERS INC7.2K shares-0.48%2026-03-312026-05-14

V VISA INC41.8K shares1.32%2026-03-312026-05-14

ESTA ESTABLISHMENT LABS HLDGS INC17.1K shares0.00%2026-03-312026-05-14

Sponsored

IWD ISHARES TR4.5K shares-18.33%2026-03-312026-05-14

META META PLATFORMS INC1.6K shares30.32%2026-03-312026-05-14

TRV TRAVELERS COMPANIES INC3.2K shares-0.91%2026-03-312026-05-14

O REALTY INCOME CORP14.9K shares-1.47%2026-03-312026-05-14

IWM ISHARES TR39.4K shares43.71%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR1.5K shares-1.65%2026-03-312026-05-14

NVO NOVO-NORDISK A S24.0K shares56.26%2026-03-312026-05-14

BKH BLACK HILLS CORP12.4K shares-0.54%2026-03-312026-05-14

Sponsored

PM PHILIP MORRIS INTL INC5.2K shares1.69%2026-03-312026-05-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.4K shares-1.48%2026-03-312026-05-14

ORCL ORACLE CORP5.6K shares17.91%2026-03-312026-05-14

XLI SELECT SECTOR SPDR TR5.0K shares-3.38%2026-03-312026-05-14

PFE PFIZER INC31.3K shares-1.10%2026-03-312026-05-14

TXN TEXAS INSTRS INC4.1K shares-2.39%2026-03-312026-05-14

SHEL SHELL PLC8.5K shares19.17%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC15.6K shares1.08%2026-03-312026-05-14

Sponsored

VTV VANGUARD INDEX FDS4.0K shares0.36%2026-03-312026-05-14

TJX TJX COS INC NEW4.6K shares0.00%2026-03-312026-05-14

ADVISORS SER TR ADVISORS SER TR17.9K shares-3.08%2026-03-312026-05-14

ASTRAZENECA PLC ASTRAZENECA PLC3.7K sharesnew addition2026-03-312026-05-14

WMT WALMART INC83.7K shares-0.06%2026-03-312026-05-14

ABBV ABBVIE INC3.3K shares39.63%2026-03-312026-05-14

MEDTRONIC PLC MEDTRONIC PLC8.1K shares-0.63%2026-03-312026-05-14

ETR ENTERGY CORP NEW6.2K shares15.34%2026-03-312026-05-14

Sponsored

DVN DEVON ENERGY CORP NEW13.8K shares-0.58%2026-03-312026-05-14

DIA STATE STR SPDR DOW JONES IND1.5K shares-2.91%2026-03-312026-05-14

MKC MCCORMICK & CO INC13.0K shares102.59%2026-03-312026-05-14

UPS UNITED PARCEL SVCS INC6.6K shares-34.22%2026-03-312026-05-14

RGA REINSURANCE GROUP AMER INC3.2K shares1.77%2026-03-312026-05-14

MCK MCKESSON CORP736 shares12.37%2026-03-312026-05-14

KOF COCA-COLA FEMSA SAB DE CV6.3K shares-0.02%2026-03-312026-05-14

NKE NIKE INC11.4K shares1.58%2026-03-312026-05-14

Sponsored

RTX RTX CORPORATION21.9K shares-4.76%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC5.0K shares9.29%2026-03-312026-05-14

LLY ELI LILLY & CO648 shares-29.79%2026-03-312026-05-14

TROW PRICE T ROWE GROUP INC6.5K shares12.98%2026-03-312026-05-14

POR PORTLAND GEN ELEC CO11.2K shares-0.64%2026-03-312026-05-14

WELL WELLTOWER INC2.7K shares2.10%2026-03-312026-05-14

VB VANGUARD INDEX FDS4.1K shares1.15%2026-03-312026-05-14

CLX CLOROX CO DEL4.9K shares3.56%2026-03-312026-05-14

Sponsored

APD AIR PRODUCTS AND CHEMICALS I1.7K sharesnew addition2026-03-312026-05-14

WFC WELLS FARGO & CO6.0K shares133.11%2026-03-312026-05-14

OXY OCCIDENTAL PETE CORP7.1K sharesnew addition2026-03-312026-05-14

IYJ ISHARES TR3.0K shares0.00%2026-03-312026-05-14

MKL MARKEL GROUP INC229 shares-12.60%2026-03-312026-05-14

KLAC KLA CORP296 shares0.34%2026-03-312026-05-14

CAT CATERPILLAR INC601 shares-1.96%2026-03-312026-05-14

AON PLC AON PLC1.3K shares15.02%2026-03-312026-05-14

Sponsored

MDY STATE STR SPDR S&P MIDCAP 40688 shares14.10%2026-03-312026-05-14

BTI BRITISH AMERN TOB PLC7.2K shares18.23%2026-03-312026-05-14

MS MORGAN STANLEY2.5K shares-1.86%2026-03-312026-05-14

PNC PNC FINL SVCS GROUP INC35.7K shares3.87%2026-03-312026-05-14

IWP ISHARES TR3.1K shares-14.08%2026-03-312026-05-14

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.9K shares-25.89%2026-03-312026-05-14

COP CONOCOPHILLIPS3.0K shares9.92%2026-03-312026-05-14

BARRICK MNG CORP BARRICK MNG CORP9.7K sharesnew addition2026-03-312026-05-14

Sponsored

TMO THERMO FISHER SCIENTIFIC INC775 shares40.14%2026-03-312026-05-14

GILD GILEAD SCIENCES INC2.6K shares49.20%2026-03-312026-05-14

SAN BANCO SANTANDER SA32.0K shares-4.32%2026-03-312026-05-14

ZTS ZOETIS INC3.0K sharesnew addition2026-03-312026-05-14

ABT ABBOTT LABORATORIES3.5K shares-23.07%2026-03-312026-05-14

MDLZ MONDELEZ INTL INC6.2K sharesnew addition2026-03-312026-05-14

VO VANGUARD INDEX FDS1.2K shares27.28%2026-03-312026-05-14

CNP CENTERPOINT ENERGY INC8.2K shares-33.92%2026-03-312026-05-14

Sponsored

SMH VANECK ETF TRUST923 shares0.00%2026-03-312026-05-14

OKE ONEOK INC NEW3.9K sharesnew addition2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN18.7K shares0.13%2026-03-312026-05-14

YUM YUM BRANDS INC2.3K shares0.53%2026-03-312026-05-14

LINDE PLC LINDE PLC13.6K shares4.78%2026-03-312026-05-14

SPYV SPDR SERIES TRUST6.1K shares0.00%2026-03-312026-05-14

PAYX PAYCHEX INC3.7K shares6.04%2026-03-312026-05-14

SYK STRYKER CORPORATION33.1K shares-0.02%2026-03-312026-05-14

Sponsored

CGMU CAPITAL GRP FIXED INCM ETF T12.5K sharesnew addition2026-03-312026-05-14

BAC BANK AMERICA CORP6.8K shares0.38%2026-03-312026-05-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.6K shares6.22%2026-03-312026-05-14

BIL SPDR SERIES TRUST3.6K sharesnew addition2026-03-312026-05-14

XLP SELECT SECTOR SPDR TR4.0K shares0.00%2026-03-312026-05-14

DIS DISNEY WALT CO3.3K shares3.30%2026-03-312026-05-14

TMUS T-MOBILE US INC1.5K shares30.06%2026-03-312026-05-14

AMP AMERIPRISE FINL INC674 sharesnew addition2026-03-312026-05-14

Sponsored

AME AMETEK INC1.4K sharesnew addition2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC1.1K shares21.90%2026-03-312026-05-14

FNV FRANCO NEV CORP1.1K shares-20.51%2026-03-312026-05-14

COLB COLUMBIA BKG SYS INC10.2K shares0.00%2026-03-312026-05-14

CSX CSX CORP6.8K shares-2.31%2026-03-312026-05-14

MCD MCDONALDS CORP13.4K shares-0.28%2026-03-312026-05-14

SHOP SHOPIFY INC2.2K shares-10.00%2026-03-312026-05-14

RYAAY RYANAIR HOLDINGS PLC4.4K shares2.12%2026-03-312026-05-14

Sponsored

ATO ATMOS ENERGY CORP1.4K sharesnew addition2026-03-312026-05-14

RELX RELX PLC7.5K shares-4.91%2026-03-312026-05-14

SRE SEMPRA2.6K shares1.71%2026-03-312026-05-14

WSO WATSCO INC680 sharesnew addition2026-03-312026-05-14

ROST ROSS STORES INC1.1K sharesnew addition2026-03-312026-05-14

TFC TRUIST FINL CORP5.3K shares2.40%2026-03-312026-05-14

QCOM QUALCOMM INC1.9K shares31.43%2026-03-312026-05-14

MA MASTERCARD INCORPORATED486 shares-1.82%2026-03-312026-05-14

Sponsored

LNC LINCOLN NATL CORP IND6.6K shares0.00%2026-03-312026-05-14

NOW SERVICENOW INC2.2K sharesnew addition2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO3.8K sharesnew addition2026-03-312026-05-14

EMR EMERSON ELEC CO1.7K shares-0.69%2026-03-312026-05-14

IP INTERNATIONAL PAPER CO6.3K sharesnew addition2026-03-312026-05-14

BN BROOKFIELD CORP5.5K shares-29.00%2026-03-312026-05-14

ADBE ADOBE INC19.8K shares0.77%2026-03-312026-05-14

OTIS OTIS WORLDWIDE CORP2.9K sharesnew addition2026-03-312026-05-14

Sponsored

IWR ISHARES TR2.3K shares0.00%2026-03-312026-05-14

GEV GE VERNOVA INC249 sharesnew addition2026-03-312026-05-14

PPG PPG INDS INC2.0K shares0.45%2026-03-312026-05-14

SHW SHERWIN WILLIAMS CO666 shares7.59%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS880 shares21.38%2026-03-312026-05-14

IVV ISHARES TR326 sharesnew addition2026-03-312026-05-14

NVS NOVARTIS AG1.4K shares-38.46%2026-03-312026-05-14

ROP ROPER TECHNOLOGIES INC575 shares-39.79%2026-03-312026-05-14

Sponsored

IJH ISHARES TR3.0K shares-9.09%2026-03-312026-05-14

CB CHUBB LTD SWITZ10.6K shares-1.04%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F35.5K shares62.74%2026-03-312026-05-14

SPGI S&P GLOBAL INC15.2K shares0.01%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS11.3K sharesnew addition2026-03-312026-05-14

ECL ECOLAB INC20.1K shares0.82%2026-03-312026-05-14

CMI CUMMINS INC42.7K shares-0.02%2026-03-312026-05-14

LOW LOWES COS INC27.8K shares0.00%2026-03-312026-05-14

Sponsored

NEE NEXTERA ENERGY INC15.5K shares-0.04%2026-03-312026-05-14

ICSH ISHARES TR26.3K shares85.64%2026-03-312026-05-14

VWOB VANGUARD WHITEHALL FDS22.7K shares86.85%2026-03-312026-05-14

VTC VANGUARD SCOTTSDALE FDS21.7K shares88.17%2026-03-312026-05-14

MINT

PIMCO ETF TR

-1.55%

Shares220.6K

Event2026-03-31

Filed2026-05-14

VBIL

VANGUARD INSTL INDEX FD

-6.04%

Shares187.1K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

21.39%

Shares295.6K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

37.95%

Shares200.8K

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR

-0.71%

Shares132.5K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

-0.40%

Shares90.8K

Event2026-03-31

Filed2026-05-14

GUNR

FLEXSHARES TR

7.49%

Shares148.9K

Event2026-03-31

Filed2026-05-14

VPLS

VANGUARD MALVERN FDS

20.29%

Shares104.5K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

1.95%

Shares65.1K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

-1.26%

Shares40.6K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

642.88%

Shares133.0K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

11.07%

Shares45.1K

Event2026-03-31

Filed2026-05-14

USMV

ISHARES TR

-3.34%

Shares46.8K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

18.98%

Shares25.4K

Event2026-03-31

Filed2026-05-14

KAT

ADVISORS SER TR

-1.33%

Shares73.5K

Event2026-03-31

Filed2026-05-14

CGDV

CAPITAL GROUP DIVIDEND VALUE

8.95%

Shares95.3K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

2.27%

Shares26.7K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

0.13%

Shares162.5K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

40.89%

Shares152.9K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

-0.13%

Shares5.4K

Event2026-03-31

Filed2026-05-14

CGIE

CAPITAL GROUP INTERNATIONAL

20.22%

Shares104.4K

Event2026-03-31

Filed2026-05-14

WDC

WESTERN DIGITAL CORP

New

Shares12.9K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

8.62%

Shares10.7K

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

2.67%

Shares132.3K

Event2026-03-31

Filed2026-05-14

FNDF

SCHWAB STRATEGIC TR

11.64%

Shares64.5K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

-0.32%

Shares13.2K

Event2026-03-31

Filed2026-05-14

CGGR

CAPITAL GROUP GROWTH ETF

56.05%

Shares68.5K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

3.08%

Shares51.6K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

3.31%

Shares19.1K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

17.20%

Shares6.9K

Event2026-03-31

Filed2026-05-14

AMGN

AMGEN INC

0.21%

Shares48.3K

Event2026-03-31

Filed2026-05-14

IWF

ISHARES TR

-19.65%

Shares4.4K

Event2026-03-31

Filed2026-05-14

SNDK

SANDISK CORP

New

Shares2.9K

Event2026-03-31

Filed2026-05-14

JMST

J P MORGAN EXCHANGE TRADED F

-1.51%

Shares29.3K

Event2026-03-31

Filed2026-05-14

CME

CME GROUP INC

-4.37%

Shares5.0K

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

5.97%

Shares18.6K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

-0.40%

Shares9.9K

Event2026-03-31

Filed2026-05-14

VANGUARD INTL EQUITY INDEX F

3.06%

Shares10.2K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

0.00%

Shares14.4K

Event2026-03-31

Filed2026-05-14

TOTALENERGIES SE

4.74%

Shares14.4K

Event2026-03-31

Filed2026-05-14

VYMI

VANGUARD WHITEHALL FDS

0.69%

Shares13.8K

Event2026-03-31

Filed2026-05-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-24.83%

Shares3.8K

Event2026-03-31

Filed2026-05-14

VXUS

VANGUARD STAR FDS

10.40%

Shares25.0K

Event2026-03-31

Filed2026-05-14

CGDG

CAPITAL GROUP DIVIDEND GROWE

5.46%

Shares36.1K

Event2026-03-31

Filed2026-05-14

ASML

ASML HLDG NV

-20.43%

Shares935

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

14.24%

Shares7.2K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

1166.75%

Shares48.7K

Event2026-03-31

Filed2026-05-14

UNP

UNION PAC CORP

-5.97%

Shares4.5K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

14.90%

Shares3.3K

Event2026-03-31

Filed2026-05-14

SBUX

STARBUCKS CORP

5.52%

Shares14.3K

Event2026-03-31

Filed2026-05-14

BANR

BANNER CORP

0.00%

Shares17.4K

Event2026-03-31

Filed2026-05-14

PSX

PHILLIPS 66

0.11%

Shares5.5K

Event2026-03-31

Filed2026-05-14

UNILEVER PLC

1.04%

Shares17.6K

Event2026-03-31

Filed2026-05-14

CFR

CULLEN FROST BANKERS INC

-0.48%

Shares7.2K

Event2026-03-31

Filed2026-05-14

VISA INC

1.32%

Shares41.8K

Event2026-03-31

Filed2026-05-14

ESTA

ESTABLISHMENT LABS HLDGS INC

0.00%

Shares17.1K

Event2026-03-31

Filed2026-05-14

IWD

ISHARES TR

-18.33%

Shares4.5K

Event2026-03-31

Filed2026-05-14