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

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available