Sponsored
The Analysis of ROWLANDMILLER & PARTNERS.ADV's Holdings & P&L
Currently, ROWLANDMILLER & PARTNERS.ADV holds 189 types of securities in its portfolio with a total value $493.3M. In the most recent quarter, they have increased their positions in NFLX (+12.7K shares, valued at $1.2M), MSFT (+3.3K shares, valued at $1.2M), N/A (+943 shares, valued at $907.2K); decreased their positions in VRT (-21.4K shares, valued at $5.4M), WMT (-19.5K shares, valued at $2.4M), ADP (-6.2K shares, valued at $1.3M); initiated new positions in KMI (+3.4K shares, valued at $112.9K), ADI (+339 shares, valued at $108.1K).
1M P&L
+21.8M+4.67%
3M P&L
+20.2M+4.31%
HY P&L
+46.9M+10.61%
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
1Drug Manufacturers - General51.0M
11.5%
2Consumer Electronics32.9M
7.4%
3Insurance - Property & Casualty31.4M
7.0%
Top Industries by Stock Count
1N/A19 stocks
11.4%
2Semiconductors8 stocks
4.8%
3Drug Manufacturers - General6 stocks
3.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SUPER MICRO COMPUTER INC COM NEW SUPER MICRO COMPUTER INC COM NEW89.2K shares-8.62%2026-03-312026-04-01
Sponsored
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW2.8K shares21.09%2026-03-312026-04-01
Sponsored
Sponsored
Sponsored
VANGUARD TOTAL STOCK MKT IDX ADM VANGUARD TOTAL STOCK MKT IDX ADM3.9K shares-15.01%2026-03-312026-04-01
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
VANGUARD EXTENDED MARKET INDEX ADMIRAL VANGUARD EXTENDED MARKET INDEX ADMIRAL1.5K shares0.20%2026-03-312026-04-01
Sponsored
Sponsored
Sponsored
TECHTRONIC INDS LTD SPONSORED ADR TECHTRONIC INDS LTD SPONSORED ADR2.2K shares0.00%2026-03-312026-04-01
Sponsored
Sponsored
Sponsored
AAPL
-3.11%APPLE INC COM
Shares129.6K
Event2026-03-31
Filed2026-04-01
ALPHABET INC CAP STK CL C
2.07%ALPHABET INC CAP STK CL C
Shares91.1K
Event2026-03-31
Filed2026-04-01
PGR
-3.92%PROGRESSIVE CORP COM
Shares102.3K
Event2026-03-31
Filed2026-04-01
WMT
-11.01%WALMART INC COM
Shares157.5K
Event2026-03-31
Filed2026-04-01
MSFT
6.75%MICROSOFT CORP COM
Shares51.5K
Event2026-03-31
Filed2026-04-01
JNJ
-2.00%JOHNSON & JOHNSON COM
Shares64.6K
Event2026-03-31
Filed2026-04-01
KO
-1.60%COCA COLA CO COM
Shares206.1K
Event2026-03-31
Filed2026-04-01
LLY
-7.27%ELI LILLY & CO COM
Shares15.2K
Event2026-03-31
Filed2026-04-01
XOM
-3.30%EXXON MOBIL CORP COM
Shares79.7K
Event2026-03-31
Filed2026-04-01
CMI
-6.21%CUMMINS INC COM
Shares21.4K
Event2026-03-31
Filed2026-04-01
MCD
-3.71%MCDONALDS CORP COM
Shares36.9K
Event2026-03-31
Filed2026-04-01
VZ
6.54%VERIZON COMMUNICATIONS INC COM
Shares223.3K
Event2026-03-31
Filed2026-04-01
CB
-4.58%CHUBB LTD SWITZ COM
Shares33.3K
Event2026-03-31
Filed2026-04-01
ADP
-10.49%AUTOMATIC DATA PROCESSING INC COM
Shares53.0K
Event2026-03-31
Filed2026-04-01
CVX
-4.03%CHEVRON
Shares50.7K
Event2026-03-31
Filed2026-04-01
HD
-6.21%HOME DEPOT INC COM
Shares29.0K
Event2026-03-31
Filed2026-04-01
ABBV
-3.08%ABBVIE INC COM
Shares43.1K
Event2026-03-31
Filed2026-04-01
QCOM
0.51%QUALCOMM INC COM
Shares68.5K
Event2026-03-31
Filed2026-04-01
TFC
-2.31%TRUIST FINL CORP COM
Shares184.3K
Event2026-03-31
Filed2026-04-01
JPM
0.84%JPMORGAN CHASE & CO COM
Shares25.8K
Event2026-03-31
Filed2026-04-01
NVDA
0.88%NVIDIA CORPORATION COM
Shares43.4K
Event2026-03-31
Filed2026-04-01
INTC
-4.59%INTEL CORP COM
Shares169.3K
Event2026-03-31
Filed2026-04-01
CFR
-3.80%CULLEN FROST BANKERS INC COM
Shares51.6K
Event2026-03-31
Filed2026-04-01
COST
-9.13%COSTCO WHOLESALE CORPORATION COM
Shares5.4K
Event2026-03-31
Filed2026-04-01
AMGN
-6.54%AMGEN INC COM
Shares14.7K
Event2026-03-31
Filed2026-04-01
COP
-2.26%CONOCOPHILLIPS COM
Shares38.5K
Event2026-03-31
Filed2026-04-01
GPC
-9.37%GENUINE PARTS CO COM
Shares47.4K
Event2026-03-31
Filed2026-04-01
UPS
0.73%UNITED PARCEL SVCS INC CL B
Shares48.7K
Event2026-03-31
Filed2026-04-01
MERCK & CO INC COM
-5.89%MERCK & CO INC COM
Shares37.0K
Event2026-03-31
Filed2026-04-01
GILD
-2.80%GILEAD SCIENCES INC COM
Shares31.9K
Event2026-03-31
Filed2026-04-01
SYY
-4.01%SYSCO CORP COM
Shares55.3K
Event2026-03-31
Filed2026-04-01
AMZN
29.91%AMAZON COM INC COM
Shares18.0K
Event2026-03-31
Filed2026-04-01
CPRT
11.02%COPART INC COM
Shares112.7K
Event2026-03-31
Filed2026-04-01
CSX
-0.96%CSX CORP COM
Shares85.3K
Event2026-03-31
Filed2026-04-01
VRT
-60.71%VERTIV HOLDINGS CO COM CL A
Shares13.9K
Event2026-03-31
Filed2026-04-01
EMR
-2.63%EMERSON ELEC CO COM
Shares25.6K
Event2026-03-31
Filed2026-04-01
DUKE ENERGY CORP NEW COM NEW
-2.09%DUKE ENERGY CORP NEW COM NEW
Shares25.2K
Event2026-03-31
Filed2026-04-01
WM
-3.37%WASTE MGMT INC DEL COM
Shares14.4K
Event2026-03-31
Filed2026-04-01
IDCC
-7.07%INTERDIGITAL INC COM
Shares10.8K
Event2026-03-31
Filed2026-04-01
SON
-2.65%SONOCO PRODS CO COM
Shares60.0K
Event2026-03-31
Filed2026-04-01
WY
1.11%WEYERHAEUSER CO COM NEW
Shares132.6K
Event2026-03-31
Filed2026-04-01
TROW
-3.02%PRICE T ROWE GROUP INC COM
Shares34.6K
Event2026-03-31
Filed2026-04-01
CTAS
-14.55%CINTAS CORP COM
Shares18.3K
Event2026-03-31
Filed2026-04-01
ZBRA
-5.61%ZEBRA TECHNOLOGIES CORPORATION CL A
Shares14.3K
Event2026-03-31
Filed2026-04-01
PKG
-5.77%PACKAGING CORP AMER COM
Shares13.2K
Event2026-03-31
Filed2026-04-01
NEE
-0.37%NEXTERA ENERGY INC COM
Shares30.1K
Event2026-03-31
Filed2026-04-01
AFL
-6.55%AFLAC INC COM
Shares23.8K
Event2026-03-31
Filed2026-04-01
TXN
2.06%TEXAS INSTRS INC COM
Shares13.1K
Event2026-03-31
Filed2026-04-01
BLACKROCK INC COM
58.46%BLACKROCK INC COM
Shares2.6K
Event2026-03-31
Filed2026-04-01
ENVA
-10.86%ENOVA INTL INC COM
Shares17.3K
Event2026-03-31
Filed2026-04-01
PSX
-1.61%PHILLIPS 66 COM
Shares12.7K
Event2026-03-31
Filed2026-04-01
PFE
-4.95%PFIZER INC COM
Shares77.7K
Event2026-03-31
Filed2026-04-01
SUPER MICRO COMPUTER INC COM NEW
-8.62%SUPER MICRO COMPUTER INC COM NEW
Shares89.2K
Event2026-03-31
Filed2026-04-01
NFLX
163.33%NETFLIX INC. COM
Shares20.5K
Event2026-03-31
Filed2026-04-01
PAYX
-27.50%PAYCHEX INC COM
Shares21.0K
Event2026-03-31
Filed2026-04-01
TECH
-2.84%BIO-TECHNE CORP COM
Shares36.3K
Event2026-03-31
Filed2026-04-01
BA
-2.09%BOEING CO COM
Shares9.4K
Event2026-03-31
Filed2026-04-01
ISRG
-13.15%INTUITIVE SURGICAL INC COM NEW
Shares4.0K
Event2026-03-31
Filed2026-04-01
WERN
-27.25%WERNER ENTERPRISES INC COM
Shares61.6K
Event2026-03-31
Filed2026-04-01
MEDTRONIC PLC SHS
-7.16%MEDTRONIC PLC SHS
Shares20.6K
Event2026-03-31
Filed2026-04-01
KMB
-6.92%KIMBERLY-CLARK CORP COM
Shares18.1K
Event2026-03-31
Filed2026-04-01
DVN
0.00%DEVON ENERGY CORP NEW COM
Shares34.5K
Event2026-03-31
Filed2026-04-01
SNA
-11.87%SNAP ON INC COM
Shares4.7K
Event2026-03-31
Filed2026-04-01
EXPD
-3.14%EXPEDITORS INTL WASH INC COM
Shares12.0K
Event2026-03-31
Filed2026-04-01
SWKS
-8.40%SKYWORKS SOLUTIONS INC COM
Shares32.2K
Event2026-03-31
Filed2026-04-01
PSA
-0.97%PUBLIC STORAGE OPER CO COM
Shares6.3K
Event2026-03-31
Filed2026-04-01
VTI
9.84%VANGUARD TOTAL STOCK MARKET ETF
Shares5.3K
Event2026-03-31
Filed2026-04-01
META
1.26%META PLATFORMS INC CL A
Shares2.9K
Event2026-03-31
Filed2026-04-01
ROST
-1.49%ROSS STORES INC COM
Shares7.3K
Event2026-03-31
Filed2026-04-01
UNH
13.56%UNITEDHEALTH GROUP INC COM
Shares5.7K
Event2026-03-31
Filed2026-04-01
IBM
115.13%INTERNATIONAL BUSINESS MACHS COM
Shares5.9K
Event2026-03-31
Filed2026-04-01
COF
-7.67%CAPITAL ONE FINL CORP COM
Shares7.7K
Event2026-03-31
Filed2026-04-01
BERKSHIRE HATHAWAY INC DEL CL B NEW
21.09%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares2.8K
Event2026-03-31
Filed2026-04-01
DLR
-9.70%DIGITAL RLTY TR INC COM
Shares7.4K
Event2026-03-31
Filed2026-04-01
RNR
-0.50%RENAISSANCERE HLDGS LTD COM
Shares4.4K
Event2026-03-31
Filed2026-04-01
GE AEROSPACE COM NEW
-7.28%GE AEROSPACE COM NEW
Shares4.5K
Event2026-03-31
Filed2026-04-01
PG
-6.68%PROCTER & GAMBLE CO COM
Shares8.8K
Event2026-03-31
Filed2026-04-01
SO
-2.17%SOUTHERN CO COM
Shares12.4K
Event2026-03-31
Filed2026-04-01
WEC ENERGY GROUP INC COM
-7.74%WEC ENERGY GROUP INC COM
Shares9.7K
Event2026-03-31
Filed2026-04-01
PNR
-0.51%PENTAIR PLC SHS
Shares12.6K
Event2026-03-31
Filed2026-04-01
SBUX
-12.39%STARBUCKS CORP COM
Shares11.7K
Event2026-03-31
Filed2026-04-01
DIS
-28.10%DISNEY WALT CO COM
Shares10.7K
Event2026-03-31
Filed2026-04-01
ITW
-9.35%ILLINOIS TOOL WKS INC COM
Shares4.0K
Event2026-03-31
Filed2026-04-01
GEV
-7.87%GE VERNOVA INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-01
ULTA
12.71%ULTA BEAUTY INC COM
Shares1.8K
Event2026-03-31
Filed2026-04-01
TFX
-1.91%TELEFLEX INCORPORATED COM
Shares6.9K
Event2026-03-31
Filed2026-04-01
TGT
-1.63%TARGET CORP COM
Shares6.8K
Event2026-03-31
Filed2026-04-01
MLI
14.76%MUELLER INDS INC COM
Shares6.9K
Event2026-03-31
Filed2026-04-01
BF.B
-18.06%BROWN FORMAN CORP CL B
Shares28.6K
Event2026-03-31
Filed2026-04-01
HON
-19.32%HONEYWELL INTL INC COM
Shares3.3K
Event2026-03-31
Filed2026-04-01
GNTX
-6.39%GENTEX CORP COM
Shares32.1K
Event2026-03-31
Filed2026-04-01
SPY
7.88%STATE STREET SPDR S&P 500 ETF
Shares1.1K
Event2026-03-31
Filed2026-04-01
ALPHABET INC CAP STK CL A
-11.61%ALPHABET INC CAP STK CL A
Shares2.3K
Event2026-03-31
Filed2026-04-01
MU
42.38%MICRON TECHNOLOGY INC COM
Shares1.9K
Event2026-03-31
Filed2026-04-01
VUG
0.00%VANGUARD GROWTH ETF
Shares1.5K
Event2026-03-31
Filed2026-04-01
ZTS
47.81%ZOETIS INC CL A
Shares5.2K
Event2026-03-31
Filed2026-04-01
VANGUARD TOTAL STOCK MKT IDX ADM
-15.01%VANGUARD TOTAL STOCK MKT IDX ADM
Shares3.9K
Event2026-03-31
Filed2026-04-01
WU
-5.04%WESTERN UN CO COM
Shares67.5K
Event2026-03-31
Filed2026-04-01
LULU
-14.76%LULULEMON ATHLETICA INC COM
Shares3.5K
Event2026-03-31
Filed2026-04-01
FAST
-10.12%FASTENAL CO COM
Shares11.5K
Event2026-03-31
Filed2026-04-01
D
-1.45%DOMINION ENERGY INC COM
Shares8.1K
Event2026-03-31
Filed2026-04-01
MPC
-8.10%MARATHON PETE CORP COM
Shares2.0K
Event2026-03-31
Filed2026-04-01
CHD
-15.34%CHURCH & DWIGHT CO INC COM
Shares5.2K
Event2026-03-31
Filed2026-04-01
HODGES SMALL CAP GROWTH RETAIL
0.00%HODGES SMALL CAP GROWTH RETAIL
Shares22.6K
Event2026-03-31
Filed2026-04-01
SCHWAB TARGET 2050 INDEX
0.00%SCHWAB TARGET 2050 INDEX
Shares21.5K
Event2026-03-31
Filed2026-04-01
AYI
0.00%ACUITY INC COM
Shares1.6K
Event2026-03-31
Filed2026-04-01
APD
-2.61%AIR PRODUCTS AND CHEMICALS INC COM
Shares1.5K
Event2026-03-31
Filed2026-04-01
EG
0.00%EVEREST GROUP LTD COM
Shares1.3K
Event2026-03-31
Filed2026-04-01
DFAT
0.00%DIMENSIONAL U.S. TARGETED VALUE ETF
Shares6.7K
Event2026-03-31
Filed2026-04-01
SCHD
28.48%SCHWAB US DIVIDEND EQUITY ETF
Shares13.7K
Event2026-03-31
Filed2026-04-01
MAS
-1.31%MASCO CORP COM
Shares6.9K
Event2026-03-31
Filed2026-04-01
T
0.00%AT&T INC COM
Shares14.3K
Event2026-03-31
Filed2026-04-01
TMUS
0.00%T-MOBILE US INC COM
Shares1.9K
Event2026-03-31
Filed2026-04-01
IEFA
0.00%ISHARES CORE MSCI EAFE ETF
Shares4.4K
Event2026-03-31
Filed2026-04-01
FIDELITY INTERNATIONAL INDEX
0.00%FIDELITY INTERNATIONAL INDEX
Shares6.3K
Event2026-03-31
Filed2026-04-01
GLW
0.00%CORNING INC COM
Shares2.9K
Event2026-03-31
Filed2026-04-01
SHW
-5.56%SHERWIN WILLIAMS CO COM
Shares1.2K
Event2026-03-31
Filed2026-04-01
CMPO
-12.23%GPGI INC COM CL A
Shares22.3K
Event2026-03-31
Filed2026-04-01
NUE
-5.89%NUCOR CORP COM
Shares2.2K
Event2026-03-31
Filed2026-04-01
ORCL
-52.84%ORACLE CORP COM
Shares2.6K
Event2026-03-31
Filed2026-04-01
VTV
0.00%VANGUARD VALUE ETF
Shares1.8K
Event2026-03-31
Filed2026-04-01
PEP
0.00%PEPSICO INC COM
Shares2.2K
Event2026-03-31
Filed2026-04-01
USMV
0.00%ISHARES MSCI USA MIN VOL FACTOR ETF
Shares3.6K
Event2026-03-31
Filed2026-04-01
WTRG
0.11%ESSENTIAL UTILS INC COM
Shares8.4K
Event2026-03-31
Filed2026-04-01
CAT
-17.45%CATERPILLAR INC COM
Shares473
Event2026-03-31
Filed2026-04-01
EOG
-50.54%EOG RES INC COM
Shares2.2K
Event2026-03-31
Filed2026-04-01
HRL
-7.30%HORMEL FOODS CORP COM
Shares14.3K
Event2026-03-31
Filed2026-04-01
IEMG
0.00%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares4.6K
Event2026-03-31
Filed2026-04-01
RTX
-45.33%RTX CORPORATION COM
Shares1.7K
Event2026-03-31
Filed2026-04-01
SJM
-4.62%SMUCKER J M CO COM NEW
Shares3.3K
Event2026-03-31
Filed2026-04-01
MO
-33.56%ALTRIA GROUP INC COM
Shares4.8K
Event2026-03-31
Filed2026-04-01
CMG
-13.79%CHIPOTLE MEXICAN GRILL INC COM
Shares9.5K
Event2026-03-31
Filed2026-04-01
CL
0.00%COLGATE PALMOLIVE CO COM
Shares3.6K
Event2026-03-31
Filed2026-04-01
AMD
-2.67%ADVANCED MICRO DEVICES INC COM
Shares1.5K
Event2026-03-31
Filed2026-04-01
ED
-19.89%CONSOLIDATED EDISON INC COM
Shares2.5K
Event2026-03-31
Filed2026-04-01
MKC
0.15%MCCORMICK & CO INC COM NON VTG
Shares5.5K
Event2026-03-31
Filed2026-04-01
TSLA
10.51%TESLA INC COM
Shares736
Event2026-03-31
Filed2026-04-01
DFUV
0.00%DIMENSIONAL US MARKETWIDE VALUE ETF
Shares5.5K
Event2026-03-31
Filed2026-04-01
FICO
0.00%FAIR ISAAC CORP COM
Shares250
Event2026-03-31
Filed2026-04-01
CIEN
0.00%CIENA CORP COM NEW
Shares645
Event2026-03-31
Filed2026-04-01
SCHWAB S&P 500 INDEX
0.00%SCHWAB S&P 500 INDEX
Shares14.5K
Event2026-03-31
Filed2026-04-01
BROADCOM INC COM
0.00%BROADCOM INC COM
Shares785
Event2026-03-31
Filed2026-04-01
DFUS
0.00%DIMENSIONAL U.S. EQUITY MARKET ETF
Shares3.4K
Event2026-03-31
Filed2026-04-01
VANGUARD EXTENDED MARKET INDEX ADMIRAL
0.20%VANGUARD EXTENDED MARKET INDEX ADMIRAL
Shares1.5K
Event2026-03-31
Filed2026-04-01
LMT
0.26%LOCKHEED MARTIN CORP COM
Shares383
Event2026-03-31
Filed2026-04-01
CINF
47.81%CINCINNATI FINL CORP COM
Shares1.5K
Event2026-03-31
Filed2026-04-01
MET-PA
-1.85%METLIFE INC PFD A FLT RATE
Shares10.6K
Event2026-03-31
Filed2026-04-01
BNL
0.00%BROADSTONE NET LEASE INC COM
Shares11.9K
Event2026-03-31
Filed2026-04-01
INVESCO QQQ TRUST SERIES I
28.52%INVESCO QQQ TRUST SERIES I
Shares374
Event2026-03-31
Filed2026-04-01
CSCO
-8.34%CISCO SYS INC COM
Shares2.7K
Event2026-03-31
Filed2026-04-01
AEP
14.53%AMERICAN ELEC PWR CO INC COM
Shares1.5K
Event2026-03-31
Filed2026-04-01
VEA
0.00%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares3.0K
Event2026-03-31
Filed2026-04-01
V
-5.42%VISA INC COM CL A
Shares628
Event2026-03-31
Filed2026-04-01
JBL
0.00%JABIL INC COM
Shares700
Event2026-03-31
Filed2026-04-01
AMCOR PLC COM NEW
-74.10%AMCOR PLC COM NEW
Shares4.5K
Event2026-03-31
Filed2026-04-01
MPLX
-34.32%MPLX LP COM UNIT REP LTD
Shares3.1K
Event2026-03-31
Filed2026-04-01
MFC
0.00%MANULIFE FINL CORP COM
Shares5.1K
Event2026-03-31
Filed2026-04-01
VANGUARD 500 INDEX ADMIRAL
17.14%VANGUARD 500 INDEX ADMIRAL
Shares287
Event2026-03-31
Filed2026-04-01
RPM
0.55%RPM INTL INC COM
Shares1.7K
Event2026-03-31
Filed2026-04-01
BK
-17.88%BANK NEW YORK MELLON CORP COM
Shares1.4K
Event2026-03-31
Filed2026-04-01
NSC
-16.27%NORFOLK SOUTHN CORP COM
Shares566
Event2026-03-31
Filed2026-04-01
NEM
15.69%NEWMONT CORP COM
Shares1.5K
Event2026-03-31
Filed2026-04-01
BIO
0.00%BIO RAD LABS INC CL A
Shares565
Event2026-03-31
Filed2026-04-01
CBSH
0.00%COMMERCE BANCSHARES INC COM
Shares3.2K
Event2026-03-31
Filed2026-04-01
ENB
0.00%ENBRIDGE INC COM
Shares2.9K
Event2026-03-31
Filed2026-04-01
DFAC
0.00%DIMENSIONAL U.S. CORE EQUITY 2 ETF
Shares3.9K
Event2026-03-31
Filed2026-04-01
DGRO
0.00%ISHARES CORE DIVIDEND GROWTH ETF
Shares2.1K
Event2026-03-31
Filed2026-04-01
TECHTRONIC INDS LTD SPONSORED ADR
0.00%TECHTRONIC INDS LTD SPONSORED ADR
Shares2.2K
Event2026-03-31
Filed2026-04-01
NOC
0.00%NORTHROP GRUMMAN CORP COM
Shares210
Event2026-03-31
Filed2026-04-01
VANGUARD S&P 500 ETF
-1.26%VANGUARD S&P 500 ETF
Shares236
Event2026-03-31
Filed2026-04-01
NOBL
3.55%PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Shares1.3K
Event2026-03-31
Filed2026-04-01
PH
-6.06%PARKER-HANNIFIN CORP COM
Shares155
Event2026-03-31
Filed2026-04-01
BWXT
0.00%BWX TECHNOLOGIES INC COM
Shares670
Event2026-03-31
Filed2026-04-01
MA
0.00%MASTERCARD INCORPORATED CL A
Shares270
Event2026-03-31
Filed2026-04-01
DTE
0.00%DTE ENERGY CO COM
Shares897
Event2026-03-31
Filed2026-04-01
RY
0.00%ROYAL BK CDA COM
Shares807
Event2026-03-31
Filed2026-04-01
ABT
0.00%ABBOTT LABORATORIES COM
Shares1.3K
Event2026-03-31
Filed2026-04-01
TMO
0.00%THERMO FISHER SCIENTIFIC INC COM
Shares264
Event2026-03-31
Filed2026-04-01
DE
0.00%DEERE & CO COM
Shares225
Event2026-03-31
Filed2026-04-01
CELESTICA INC COM
0.00%CELESTICA INC COM
Shares450
Event2026-03-31
Filed2026-04-01
MLM
0.00%MARTIN MARIETTA MATLS INC COM
Shares200
Event2026-03-31
Filed2026-04-01
KMI
NewKINDER MORGAN INC DEL COM
Shares3.4K
Event2026-03-31
Filed2026-04-01
LOW
0.00%LOWES COS INC COM
Shares476
Event2026-03-31
Filed2026-04-01
ADI
NewANALOG DEVICES INC COM
Shares339
Event2026-03-31
Filed2026-04-01
IWV
0.00%ISHARES RUSSELL 3000 ETF
Shares285
Event2026-03-31
Filed2026-04-01
SPYG
0.00%STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
Shares1.0K
Event2026-03-31
Filed2026-04-01
BAC
0.00%BANK AMERICA CORP COM
Shares2.1K
Event2026-03-31
Filed2026-04-01
MS
0.00%MORGAN STANLEY COM NEW
Shares611
Event2026-03-31
Filed2026-04-01
USB
0.00%US BANCORP COM NEW
Shares1.9K
Event2026-03-31
Filed2026-04-01
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available