Sponsored

The Analysis of RWA WEALTH PARTNERS, LLC's Holdings & P&L

Currently, RWA WEALTH PARTNERS, LLC holds 618 types of securities in its portfolio with a total value $9.1B. In the most recent quarter, they have increased their positions in CNEQ (+5.0M shares, valued at $156.0M), VGSH (+1.3M shares, valued at $76.1M), AGG (+660.4K shares, valued at $65.6M); decreased their positions in VEA (-752.9K shares, valued at $48.2M), VTV (-239.3K shares, valued at $46.9M), IWD (-99.2K shares, valued at $21.2M); initiated new positions in GQGU (+1.7M shares, valued at $44.6M), N/A (+42.2K shares, valued at $8.3M), VTIP (+145.5K shares, valued at $7.3M).

1M P&L

+187.6M+2.02%

3M P&L

-5.0B-34.71%

HY P&L

-4.7B-33.02%

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/A6.0B

69.9%

2Software - Infrastructure315.1M

3.7%

3Drug Manufacturers - General236.1M

2.7%

Top Industries by Stock Count

1N/A237 stocks

42.2%

2Software - Application17 stocks

3.0%

3Software - Infrastructure11 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS2.2M shares-1.89%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS14.6M shares-4.90%2026-03-312026-05-13

AGG ISHARES TR8.6M shares8.27%2026-03-312026-05-13

VTV VANGUARD INDEX FDS3.4M shares-6.52%2026-03-312026-05-13

VGSH VANGUARD SCOTTSDALE FDS5.1M shares34.18%2026-03-312026-05-13

MUB ISHARES TR2.3M shares-1.49%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F4.5M shares7.97%2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS4.3M shares5.88%2026-03-312026-05-13

Sponsored

AAPL APPLE INC792.0K shares-1.49%2026-03-312026-05-13

CNEQ THE ALGER ETF TRUST5.0M shares36275.41%2026-03-312026-05-13

MSFT MICROSOFT CORP420.2K shares2.59%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO390.9K shares2.10%2026-03-312026-05-13

IVV ISHARES TR174.1K shares-4.54%2026-03-312026-05-13

VBR VANGUARD INDEX FDS522.8K shares5.25%2026-03-312026-05-13

VBK VANGUARD INDEX FDS368.4K shares4.53%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T149.0K shares4.32%2026-03-312026-05-13

Sponsored

ALPHABET INC ALPHABET INC310.0K shares3.06%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON322.2K shares-1.41%2026-03-312026-05-13

BROADCOM INC BROADCOM INC232.1K shares-10.05%2026-03-312026-05-13

CAT CATERPILLAR INC99.3K shares-9.62%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS313.7K shares4.17%2026-03-312026-05-13

NVDA NVIDIA CORPORATION380.4K shares2.53%2026-03-312026-05-13

V VISA INC211.1K shares18.77%2026-03-312026-05-13

LLY ELI LILLY & CO67.1K shares2.73%2026-03-312026-05-13

Sponsored

EDV VANGUARD WORLD FD875.8K shares0.00%2026-03-312026-05-13

ABBV ABBVIE INC252.5K shares-1.29%2026-03-312026-05-13

VTI VANGUARD INDEX FDS167.8K shares4.86%2026-03-312026-05-13

XOM EXXON MOBIL CORP299.2K shares10.03%2026-03-312026-05-13

PG PROCTER & GAMBLE CO350.8K shares-1.38%2026-03-312026-05-13

AMZN AMAZON COM INC240.8K shares0.40%2026-03-312026-05-13

TJX TJX COS INC NEW308.4K shares-0.27%2026-03-312026-05-13

QLYS QUALYS INC548.8K shares-6.79%2026-03-312026-05-13

Sponsored

COST COSTCO WHOLESALE CORPORATION47.9K shares0.27%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS78.4K shares-9.91%2026-03-312026-05-13

HD HOME DEPOT INC139.1K shares18.07%2026-03-312026-05-13

WMT WALMART INC367.4K shares-1.14%2026-03-312026-05-13

HELO J P MORGAN EXCHANGE TRADED F708.6K shares-8.85%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS303.7K shares5.03%2026-03-312026-05-13

GQGU ADVISORS INNER CIRCLE FD III1.7M sharesnew addition2026-03-312026-05-13

MCD MCDONALDS CORP139.8K shares0.90%2026-03-312026-05-13

Sponsored

ASML ASML HLDG NV32.3K shares-13.95%2026-03-312026-05-13

NEE NEXTERA ENERGY INC442.1K shares8.94%2026-03-312026-05-13

RTX RTX CORPORATION208.5K shares0.05%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO132.3K shares52.86%2026-03-312026-05-13

ALPHABET INC ALPHABET INC138.3K shares-1.02%2026-03-312026-05-13

ZROZ PIMCO ETF TR598.3K shares0.00%2026-03-312026-05-13

LINDE PLC LINDE PLC64.8K shares-1.75%2026-03-312026-05-13

IWF ISHARES TR74.6K shares0.90%2026-03-312026-05-13

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL64.0K shares-8.79%2026-03-312026-05-13

TPL TEXAS PACIFIC LAND CORPORATI64.6K shares-8.78%2026-03-312026-05-13

UNP UNION PAC CORP126.3K shares-0.41%2026-03-312026-05-13

BLACKROCK INC BLACKROCK INC31.7K shares3.08%2026-03-312026-05-13

META META PLATFORMS INC52.3K shares-22.44%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC86.4K shares7.83%2026-03-312026-05-13

HON HONEYWELL INTL INC126.9K shares-2.06%2026-03-312026-05-13

VGIT VANGUARD SCOTTSDALE FDS464.1K shares-7.34%2026-03-312026-05-13

Sponsored

SPBO SPDR SERIES TRUST951.5K shares-9.33%2026-03-312026-05-13

ABT ABBOTT LABORATORIES248.1K shares1.49%2026-03-312026-05-13

CB CHUBB LTD SWITZ68.9K shares1.11%2026-03-312026-05-13

USMV ISHARES TR242.0K shares4124.11%2026-03-312026-05-13

SYK STRYKER CORPORATION66.9K shares2.22%2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP227.9K shares-0.08%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS287.1K shares11.16%2026-03-312026-05-13

CSCO CISCO SYS INC269.0K shares-0.74%2026-03-312026-05-13

Sponsored

IJH ISHARES TR305.9K shares-18.39%2026-03-312026-05-13

KLAC KLA CORP13.8K shares-24.65%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC59.6K shares1.22%2026-03-312026-05-13

IVE ISHARES TR93.8K shares-1.95%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP31.5K shares-2.62%2026-03-312026-05-13

QCOM QUALCOMM INC147.3K shares-1.75%2026-03-312026-05-13

EAGG ISHARES TR391.0K shares4.03%2026-03-312026-05-13

IUSG ISHARES TR118.9K shares2.66%2026-03-312026-05-13

Sponsored

ESGV VANGUARD WORLD FD163.9K shares4.73%2026-03-312026-05-13

CMF ISHARES TR312.5K shares0.02%2026-03-312026-05-13

VSS VANGUARD INTL EQUITY INDEX F119.6K shares22.24%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS70.7K shares-4.18%2026-03-312026-05-13

DHR DANAHER CORP DEL89.4K shares-2.07%2026-03-312026-05-13

AMGN AMGEN INC47.7K shares-0.20%2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC143.9K shares1.32%2026-03-312026-05-13

DE DEERE & CO27.2K shares-1.32%2026-03-312026-05-13

Sponsored

IEI ISHARES TR128.3K shares-5.18%2026-03-312026-05-13

IJR ISHARES TR120.3K shares-24.40%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR25.2K shares-0.58%2026-03-312026-05-13

SCHF SCHWAB STRATEGIC TR577.2K shares0.83%2026-03-312026-05-13

EFA ISHARES TR146.4K shares0.99%2026-03-312026-05-13

MBB ISHARES TR149.3K shares-7.77%2026-03-312026-05-13

SPGI S&P GLOBAL INC32.7K shares-37.82%2026-03-312026-05-13

EFG ISHARES TR124.5K shares0.78%2026-03-312026-05-13

Sponsored

IEFA ISHARES TR147.8K shares-20.09%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC110.8K shares7.68%2026-03-312026-05-13

BA BOEING CO66.3K shares3.38%2026-03-312026-05-13

CENCORA INC CENCORA INC41.5K shares2.55%2026-03-312026-05-13

SCHV SCHWAB STRATEGIC TR395.0K shares1.42%2026-03-312026-05-13

TSLA TESLA INC32.2K shares9.60%2026-03-312026-05-13

NYF ISHARES TR224.9K shares-7.19%2026-03-312026-05-13

LOW LOWES COS INC50.4K shares-0.73%2026-03-312026-05-13

Sponsored

DMXF ISHARES TR149.2K shares2.82%2026-03-312026-05-13

CVX CHEVRON CORPORATION53.2K shares-4.61%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE37.2K shares22.79%2026-03-312026-05-13

VFVA VANGUARD WELLINGTON FD76.7K shares-7.60%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC62.2K shares2.42%2026-03-312026-05-13

KO COCA COLA CO129.4K shares2.44%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC11.6K shares3.49%2026-03-312026-05-13

VB VANGUARD INDEX FDS37.3K shares6.39%2026-03-312026-05-13

Sponsored

IEMG ISHARES INC140.0K shares15.15%2026-03-312026-05-13

AEM AGNICO EAGLE MINES LTD47.6K shares2.69%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T50.1K shares14.14%2026-03-312026-05-13

GEV GE VERNOVA INC10.9K shares-11.78%2026-03-312026-05-13

IBDV ISHARES TR433.3K shares0.09%2026-03-312026-05-13

FTEC FIDELITY COVINGTON TRUST45.4K shares-9.24%2026-03-312026-05-13

ORCL ORACLE CORP63.9K shares-1.76%2026-03-312026-05-13

BRK.A BERKSHIRE HATHAWAY INC DEL13 shares0.00%2026-03-312026-05-13

Sponsored

TMO THERMO FISHER SCIENTIFIC INC19.0K shares49.71%2026-03-312026-05-13

SAN BANCO SANTANDER SA777.2K shares2.74%2026-03-312026-05-13

TER TERADYNE INC29.0K shares-4.68%2026-03-312026-05-13

SPDW SPDR INDEX SHS FDS185.9K shares7.10%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC116.0K shares-3.10%2026-03-312026-05-13

ASTRAZENECA PLC ASTRAZENECA PLC42.2K sharesnew addition2026-03-312026-05-13

MCK MCKESSON CORP9.5K shares-3.74%2026-03-312026-05-13

PEP PEPSICO INC52.7K shares-15.39%2026-03-312026-05-13

Sponsored

BAC BANK AMERICA CORP166.2K shares4.63%2026-03-312026-05-13

FHLC FIDELITY COVINGTON TRUST114.2K shares-1.86%2026-03-312026-05-13

VT VANGUARD INTL EQUITY INDEX F57.8K shares8.06%2026-03-312026-05-13

MA MASTERCARD INCORPORATED15.8K shares3.57%2026-03-312026-05-13

VOT VANGUARD INDEX FDS30.0K shares-2.97%2026-03-312026-05-13

PFE PFIZER INC265.9K shares15.55%2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW56.9K shares-3.46%2026-03-312026-05-13

SAP SAP SE43.5K shares3.68%2026-03-312026-05-13

Sponsored

VO VANGUARD INDEX FDS25.4K shares3.18%2026-03-312026-05-13

VTIP VANGUARD MALVERN FDS145.5K sharesnew addition2026-03-312026-05-13

IWR ISHARES TR74.5K shares-0.22%2026-03-312026-05-13

PDBC INVESCO ACTVELY MNGD ETC FD414.2K sharesnew addition2026-03-312026-05-13

BABA ALIBABA GROUP HLDG LTD56.4K shares1.60%2026-03-312026-05-13

QUAL ISHARES TR36.6K shares-14.86%2026-03-312026-05-13

CASY CASEYS GEN STORES INC9.3K shares30.53%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC40.8K shares-0.16%2026-03-312026-05-13

Sponsored

PFF ISHARES TR218.9K shares-0.29%2026-03-312026-05-13

DIS DISNEY WALT CO68.5K shares-11.31%2026-03-312026-05-13

VIK VIKING HOLDINGS LTD88.8K sharesnew addition2026-03-312026-05-13

JBL JABIL INC24.1K shares-4.14%2026-03-312026-05-13

VTWV VANGUARD SCOTTSDALE FDS37.5K shares-1.12%2026-03-312026-05-13

SCMB SCHWAB STRATEGIC TR240.5K shares-0.31%2026-03-312026-05-13

ADP AUTOMATIC DATA PROCESSING IN29.8K shares-0.57%2026-03-312026-05-13

VXUS VANGUARD STAR FDS78.0K shares42.30%2026-03-312026-05-13

Sponsored

CCEP COCA-COLA EUROPACIFIC PARTNE64.4K shares1.97%2026-03-312026-05-13

IWN ISHARES TR30.1K shares16.40%2026-03-312026-05-13

IWD ISHARES TR26.5K shares-78.93%2026-03-312026-05-13

SCHG SCHWAB STRATEGIC TR193.4K shares21.62%2026-03-312026-05-13

THE CIGNA GROUP THE CIGNA GROUP21.1K shares-2.82%2026-03-312026-05-13

SCHE SCHWAB STRATEGIC TR170.6K shares1.34%2026-03-312026-05-13

TMUS T-MOBILE US INC26.5K shares11.40%2026-03-312026-05-13

USXF ISHARES TR100.5K shares-3.98%2026-03-312026-05-13

Sponsored

SCZ ISHARES TR68.8K shares-11.90%2026-03-312026-05-13

EEM ISHARES TR93.8K shares-2.44%2026-03-312026-05-13

ALL ALLSTATE CORP25.4K shares-69.04%2026-03-312026-05-13

SCHA SCHWAB STRATEGIC TR178.6K shares10.82%2026-03-312026-05-13

FDX FEDEX CORP14.5K shares-5.72%2026-03-312026-05-13

ITW ILLINOIS TOOL WKS INC19.6K shares-5.17%2026-03-312026-05-13

IWB ISHARES TR14.2K shares-0.55%2026-03-312026-05-13

LQD ISHARES TR46.4K shares-5.75%2026-03-312026-05-13

Sponsored

VEU VANGUARD INTL EQUITY INDEX F67.1K shares8.91%2026-03-312026-05-13

NXPI NXP SEMICONDUCTORS N V25.5K shares2.26%2026-03-312026-05-13

NUE NUCOR CORP28.9K shares1948.37%2026-03-312026-05-13

NULV NUSHARES ETF TR107.0K shares0.30%2026-03-312026-05-13

J JACOBS SOLUTIONS INC37.9K shares2.12%2026-03-312026-05-13

MMM 3M CO32.8K shares-9.28%2026-03-312026-05-13

GILD GILEAD SCIENCES INC33.8K shares5.11%2026-03-312026-05-13

T AT&T INC162.4K shares8.38%2026-03-312026-05-13

Sponsored

GWW WW GRAINGER INC4.2K shares-2.69%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC91.6K shares-10.00%2026-03-312026-05-13

IBN ICICI BANK LIMITED175.2K shares0.92%2026-03-312026-05-13

FLOT ISHARES TR88.6K shares-17.14%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC13.3K shares111.33%2026-03-312026-05-13

EMR EMERSON ELEC CO34.2K shares2.65%2026-03-312026-05-13

SPG SIMON PPTY GROUP INC NEW23.8K shares-3.28%2026-03-312026-05-13

OKE ONEOK INC NEW49.2K shares19.78%2026-03-312026-05-13

Sponsored

XMLV INVESCO EXCH TRADED FD TR II70.3K sharesnew addition2026-03-312026-05-13

XSLV INVESCO EXCH TRADED FD TR II93.7K sharesnew addition2026-03-312026-05-13

LDOS LEIDOS HOLDINGS INC27.9K shares59.85%2026-03-312026-05-13

INTC INTEL CORP98.4K shares-0.50%2026-03-312026-05-13

NFLX NETFLIX INC.44.9K shares4.36%2026-03-312026-05-13

VIOG VANGUARD ADMIRAL FDS INC34.6K shares0.32%2026-03-312026-05-13

AKAM AKAMAI TECHNOLOGIES INC37.4K shares0.00%2026-03-312026-05-13

IVOG VANGUARD ADMIRAL FDS INC34.2K shares1.36%2026-03-312026-05-13

Sponsored

BMY BRISTOL-MYERS SQUIBB CO69.3K shares4.84%2026-03-312026-05-13

APH AMPHENOL CORP32.9K shares57.51%2026-03-312026-05-13

IBDX ISHARES TR163.5K shares-2.24%2026-03-312026-05-13

CVS CVS HEALTH CORP56.9K shares0.17%2026-03-312026-05-13

GLD SPDR GOLD TR9.3K shares6.56%2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR156.7K shares-3.54%2026-03-312026-05-13

ITT INC ITT INC21.0K shares2.19%2026-03-312026-05-13

EFAV ISHARES TR43.6K shares-10.93%2026-03-312026-05-13

Sponsored

TGT TARGET CORP32.8K shares-5.41%2026-03-312026-05-13

APD AIR PRODUCTS AND CHEMICALS I13.5K shares4.35%2026-03-312026-05-13

VTWG VANGUARD SCOTTSDALE FDS17.1K shares-0.59%2026-03-312026-05-13

EFV ISHARES TR52.5K shares-11.99%2026-03-312026-05-13

EEMV ISHARES INC60.1K sharesnew addition2026-03-312026-05-13

AOR ISHARES TR57.6K shares-2.25%2026-03-312026-05-13

GLW CORNING INC26.7K shares32.96%2026-03-312026-05-13

DAR DARLING INGREDIENTS INC58.4K shares-15.60%2026-03-312026-05-13

Sponsored

EPD ENTERPRISE PRODS PARTNERS L95.4K shares19.39%2026-03-312026-05-13

ABNB AIRBNB INC28.4K shares-29.99%2026-03-312026-05-13

CRWD CROWDSTRIKE HLDGS INC9.1K shares41.77%2026-03-312026-05-13

SPOT SPOTIFY TECHNOLOGY S A7.2K shares36.53%2026-03-312026-05-13

NOW SERVICENOW INC33.4K shares-43.89%2026-03-312026-05-13

ISRG INTUITIVE SURGICAL INC7.6K shares-36.91%2026-03-312026-05-13

EMSF MATTHEWS INTL FDS111.4K shares-0.88%2026-03-312026-05-13

RL RALPH LAUREN CORP9.9K sharesnew addition2026-03-312026-05-13

Sponsored

CRM SALESFORCE INC18.0K shares-63.20%2026-03-312026-05-13

VGT VANGUARD WORLD FD4.6K shares0.11%2026-03-312026-05-13

ACWX ISHARES TR46.3K shares2.95%2026-03-312026-05-13

AMAT APPLIED MATLS INC9.2K shares-15.86%2026-03-312026-05-13

FCX FREEPORT MCMORAN INC53.3K shares1.56%2026-03-312026-05-13

CNI CANADIAN NATL RY CO29.7K shares4.32%2026-03-312026-05-13

PSTG EVERPURE INC50.1K shares0.06%2026-03-312026-05-13

IDEV ISHARES TR34.6K shares46.50%2026-03-312026-05-13

Sponsored

TXN TEXAS INSTRS INC14.7K shares0.23%2026-03-312026-05-13

IDXX IDEXX LABS INC5.1K shares0.02%2026-03-312026-05-13

EMXF ISHARES TR59.2K shares-1.12%2026-03-312026-05-13

IUSV ISHARES TR27.4K shares32.76%2026-03-312026-05-13

IGM ISHARES TR23.6K shares-14.05%2026-03-312026-05-13

NKE NIKE INC52.0K shares-6.37%2026-03-312026-05-13

IJJ ISHARES TR20.4K shares0.11%2026-03-312026-05-13

WDAY WORKDAY INC20.7K shares-17.30%2026-03-312026-05-13

Sponsored

IWP ISHARES TR20.7K shares-6.27%2026-03-312026-05-13

IVW ISHARES TR23.4K shares4.43%2026-03-312026-05-13

APP APPLOVIN CORP6.6K shares-5.70%2026-03-312026-05-13

SCHB SCHWAB STRATEGIC TR104.2K shares-0.55%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC17.7K shares46.51%2026-03-312026-05-13

ICE INTERCONTINENTAL EXCHANGE IN16.5K shares-8.45%2026-03-312026-05-13

NUSC NUSHARES ETF TR54.7K shares-1.34%2026-03-312026-05-13

HLT HILTON WORLDWIDE HLDGS INC8.0K shares-1.60%2026-03-312026-05-13

Sponsored

EBAY EBAY INC.26.6K shares3.61%2026-03-312026-05-13

AOA ISHARES TR27.3K shares6.11%2026-03-312026-05-13

WFC WELLS FARGO & CO30.3K shares0.06%2026-03-312026-05-13

MDY STATE STR SPDR S&P MIDCAP 403.9K shares0.03%2026-03-312026-05-13

BP BP PLC50.5K shares5.06%2026-03-312026-05-13

ILCG ISHARES TR23.8K shares-9.12%2026-03-312026-05-13

RDVY FIRST TR EXCHANGE TRADED FD33.1K shares112.16%2026-03-312026-05-13

VCSH VANGUARD SCOTTSDALE FDS28.2K shares-6.11%2026-03-312026-05-13

Sponsored

IJK ISHARES TR22.0K shares-2.68%2026-03-312026-05-13

IWS ISHARES TR15.1K shares-34.24%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS24.7K shares-2.35%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR16.5K shares-24.28%2026-03-312026-05-13

SHEL SHELL PLC23.5K shares-4.27%2026-03-312026-05-13

RBRK RUBRIK INC.44.6K shares0.00%2026-03-312026-05-13

ADI ANALOG DEVICES INC6.8K shares1.42%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP10.1K shares22.52%2026-03-312026-05-13

Sponsored

OEF ISHARES TR6.8K shares0.00%2026-03-312026-05-13

NTRS NORTHERN TR CORP15.3K shares0.05%2026-03-312026-05-13

VTC VANGUARD SCOTTSDALE FDS27.7K shares-13.02%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR23.9K shares-78.78%2026-03-312026-05-13

CL COLGATE PALMOLIVE CO24.6K shares-85.84%2026-03-312026-05-13

MS MORGAN STANLEY12.6K shares9.44%2026-03-312026-05-13

NDAQ NASDAQ INC24.2K shares-1.56%2026-03-312026-05-13

F FORD MTR CO177.7K shares-0.62%2026-03-312026-05-13

Sponsored

SCHD SCHWAB STRATEGIC TR66.6K shares5.95%2026-03-312026-05-13

KMI KINDER MORGAN INC DEL60.5K shares1.54%2026-03-312026-05-13

EMB ISHARES TR21.3K shares1.92%2026-03-312026-05-13

BIL SPDR SERIES TRUST21.8K shares0.00%2026-03-312026-05-13

BDX BECTON DICKINSON & CO12.5K shares-0.88%2026-03-312026-05-13

NVS NOVARTIS AG12.8K shares25.68%2026-03-312026-05-13

AMP AMERIPRISE FINL INC4.4K shares-0.09%2026-03-312026-05-13

INTU INTUIT4.5K shares-12.48%2026-03-312026-05-13

Sponsored

VHT VANGUARD WORLD FD7.0K shares-6.62%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC9.3K shares1.38%2026-03-312026-05-13

WM WASTE MGMT INC DEL8.3K shares4.72%2026-03-312026-05-13

CTAS CINTAS CORP11.2K shares0.21%2026-03-312026-05-13

SHEN SHENANDOAH TELECOMMUNICATION119.5K shares0.00%2026-03-312026-05-13

IWM ISHARES TR7.4K shares4.12%2026-03-312026-05-13

CMI CUMMINS INC3.4K shares28.71%2026-03-312026-05-13

VGK VANGUARD INTL EQUITY INDEX F21.8K shares4.94%2026-03-312026-05-13

Sponsored

BK BANK NEW YORK MELLON CORP15.1K shares4.18%2026-03-312026-05-13

MO ALTRIA GROUP INC26.5K shares-0.15%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC6.3K shares2.46%2026-03-312026-05-13

OKTA OKTA INC21.3K shares0.22%2026-03-312026-05-13

SMH VANECK ETF TRUST4.4K shares27.15%2026-03-312026-05-13

PLD PROLOGIS INC.12.6K shares7.13%2026-03-312026-05-13

IYW ISHARES TR9.1K shares0.00%2026-03-312026-05-13

ACWI ISHARES TR11.8K shares-5.78%2026-03-312026-05-13

Sponsored

FLIN FRANKLIN TEMPLETON ETF TR48.6K shares-2.21%2026-03-312026-05-13

VOOG VANGUARD ADMIRAL FDS INC3.9K shares0.00%2026-03-312026-05-13

DVY ISHARES TR10.5K shares0.00%2026-03-312026-05-13

HWM HOWMET AEROSPACE INC6.8K shares78.57%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.6K shares0.15%2026-03-312026-05-13

HSY HERSHEY CO7.5K shares16.00%2026-03-312026-05-13

AME AMETEK INC7.2K shares-6.32%2026-03-312026-05-13

DELL DELL TECHNOLOGIES INC9.4K shares4.40%2026-03-312026-05-13

Sponsored

WMB WILLIAMS COS INC21.1K shares0.45%2026-03-312026-05-13

DGRO ISHARES TR21.3K shares6.08%2026-03-312026-05-13

COP CONOCOPHILLIPS11.3K shares67.92%2026-03-312026-05-13

LUV SOUTHWEST AIRLS CO39.5K shares0.08%2026-03-312026-05-13

ELV ELEVANCE HEALTH INC FORMERLY5.0K shares-41.49%2026-03-312026-05-13

MDLZ MONDELEZ INTL INC25.4K shares-8.42%2026-03-312026-05-13

KMB KIMBERLY-CLARK CORP15.1K shares-2.36%2026-03-312026-05-13

MPC MARATHON PETE CORP5.9K shares47.03%2026-03-312026-05-13

Sponsored

HCA HCA HEALTHCARE INC3.1K shares6.31%2026-03-312026-05-13

COF CAPITAL ONE FINL CORP7.9K shares0.18%2026-03-312026-05-13

MGV VANGUARD WORLD FD9.8K shares1.67%2026-03-312026-05-13

VOYG VOYAGER TECHNOLOGIES INC60.5K shares0.00%2026-03-312026-05-13

SCHM SCHWAB STRATEGIC TR45.4K shares0.01%2026-03-312026-05-13

IVOO VANGUARD ADMIRAL FDS INC12.3K shares0.00%2026-03-312026-05-13

SPEM SPDR INDEX SHS FDS29.5K shares70.12%2026-03-312026-05-13

VTWO VANGUARD SCOTTSDALE FDS13.7K shares-0.07%2026-03-312026-05-13

Sponsored

GLDM WORLD GOLD TR14.8K shares-70.33%2026-03-312026-05-13

MGK VANGUARD WORLD FD3.7K shares1.06%2026-03-312026-05-13

GLTR ABRDN PRECIOUS METALS BASKET6.2K shares0.00%2026-03-312026-05-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND6.8K shares-85.95%2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR9.2K shares2.12%2026-03-312026-05-13

NVO NOVO-NORDISK A S36.7K shares-0.14%2026-03-312026-05-13

FXI ISHARES TR37.5K shares-13.79%2026-03-312026-05-13

EWC ISHARES INC24.2K shares0.00%2026-03-312026-05-13

Sponsored

AEP AMERICAN ELEC PWR CO INC10.1K shares1.31%2026-03-312026-05-13

QXO QXO INC67.3K sharesnew addition2026-03-312026-05-13

MINT PIMCO ETF TR12.7K shares97.87%2026-03-312026-05-13

KR KROGER CO17.3K shares29.91%2026-03-312026-05-13

HYG ISHARES TR15.7K shares-10.25%2026-03-312026-05-13

EXC EXELON CORP25.5K shares7.96%2026-03-312026-05-13

FTNT FORTINET INC15.2K shares-0.04%2026-03-312026-05-13

SBUX STARBUCKS CORP13.5K shares0.30%2026-03-312026-05-13

Sponsored

VRTX VERTEX PHARMACEUTICALS INC2.7K shares2.81%2026-03-312026-05-13

ROK ROCKWELL AUTOMATION INC3.3K shares0.06%2026-03-312026-05-13

VCIT VANGUARD SCOTTSDALE FDS14.2K shares-85.08%2026-03-312026-05-13

ROP ROPER TECHNOLOGIES INC3.3K shares-17.26%2026-03-312026-05-13

SNA SNAP ON INC3.2K shares8.81%2026-03-312026-05-13

VONG VANGUARD SCOTTSDALE FDS10.6K shares4.89%2026-03-312026-05-13

BR BROADRIDGE FINL SOLUTIONS IN7.0K shares-1.94%2026-03-312026-05-13

SDY SPDR SERIES TRUST7.8K shares-0.17%2026-03-312026-05-13

Sponsored

RY ROYAL BK CDA6.8K shares0.00%2026-03-312026-05-13

IWV ISHARES TR3.0K shares0.00%2026-03-312026-05-13

XLY SELECT SECTOR SPDR TR10.0K shares-1.03%2026-03-312026-05-13

LEMB ISHARES INC26.6K shares-85.47%2026-03-312026-05-13

CEMB ISHARES INC23.9K shares-2.05%2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC9.3K shares7.56%2026-03-312026-05-13

SHW SHERWIN WILLIAMS CO3.3K shares0.51%2026-03-312026-05-13

MCO MOODYS CORP2.4K shares0.41%2026-03-312026-05-13

Sponsored

AFL AFLAC INC9.6K shares-31.72%2026-03-312026-05-13

CMCSA COMCAST CORP NEW36.8K shares-0.91%2026-03-312026-05-13

PSX PHILLIPS 665.8K shares16.90%2026-03-312026-05-13

NSC NORFOLK SOUTHN CORP3.7K shares-35.82%2026-03-312026-05-13

GIS GENERAL MILLS INC27.8K shares-2.85%2026-03-312026-05-13

VIGI VANGUARD WHITEHALL FDS11.7K shares-48.01%2026-03-312026-05-13

SHYG ISHARES TR24.1K shares373.33%2026-03-312026-05-13

MAR MARRIOTT INTL INC NEW3.1K shares-85.47%2026-03-312026-05-13

Sponsored

ALPS ETF TR ALPS ETF TR19.2K shares15.69%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC11.6K shares-10.36%2026-03-312026-05-13

CAH CARDINAL HEALTH INC4.7K shares-4.48%2026-03-312026-05-13

CEG CONSTELLATION ENERGY CORP3.6K shares-16.43%2026-03-312026-05-13

MMC MARSH & MCLENNAN COS INC5.7K shares-15.51%2026-03-312026-05-13

DOV DOVER CORP4.7K shares-30.60%2026-03-312026-05-13

SQM SOCIEDAD QUIMICA Y MINERA DE12.0K shares0.00%2026-03-312026-05-13

O REALTY INCOME CORP15.7K shares-4.39%2026-03-312026-05-13

Sponsored

ULTA ULTA BEAUTY INC1.8K shares3.75%2026-03-312026-05-13

COEUR MNG INC COEUR MNG INC50.7K sharesnew addition2026-03-312026-05-13

SGOV ISHARES TR9.4K shares91.86%2026-03-312026-05-13

BKR BAKER HUGHES COMPANY15.4K shares43.91%2026-03-312026-05-13

JEPI J P MORGAN EXCHANGE TRADED F16.6K shares56.18%2026-03-312026-05-13

ET ENERGY TRANSFER L P47.5K shares-2.88%2026-03-312026-05-13

GBTC GRAYSCALE BITCOIN TRUST ETF17.3K shares0.00%2026-03-312026-05-13

ELAN ELANCO ANIMAL HEALTH INC37.9K shares0.13%2026-03-312026-05-13

Sponsored

PGR PROGRESSIVE CORP4.5K shares-84.34%2026-03-312026-05-13

ADSK AUTODESK INC5.6K shares-0.44%2026-03-312026-05-13

VST VISTRA CORP5.7K sharesnew addition2026-03-312026-05-13

BKNG BOOKING HOLDINGS INC204 shares2.00%2026-03-312026-05-13

IBIT ISHARES BITCOIN TRUST ETF22.2K sharesnew addition2026-03-312026-05-13

BKD BROOKDALE SR LIVING INC61.8K shares-17.60%2026-03-312026-05-13

ADBE ADOBE INC3.5K shares-22.10%2026-03-312026-05-13

TFI SPDR SERIES TRUST18.5K shares0.00%2026-03-312026-05-13

Sponsored

BOND PIMCO ETF TR9.0K sharesnew addition2026-03-312026-05-13

CME CME GROUP INC2.8K shares-6.85%2026-03-312026-05-13

GDX VANECK ETF TRUST9.0K shares5.92%2026-03-312026-05-13

IJS ISHARES TR7.0K shares-0.81%2026-03-312026-05-13

DLN WISDOMTREE TR9.2K shares0.00%2026-03-312026-05-13

SPSK TIDAL TRUST I45.9K sharesnew addition2026-03-312026-05-13

VV VANGUARD INDEX FDS2.7K shares0.00%2026-03-312026-05-13

PAAS PAN AMERN SILVER CORP14.7K shares0.00%2026-03-312026-05-13

Sponsored

IJT ISHARES TR5.4K shares0.39%2026-03-312026-05-13

SUSC ISHARES TR33.5K shares198.36%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR15.6K shares-14.27%2026-03-312026-05-13

CTVA CORTEVA INC9.1K shares123.93%2026-03-312026-05-13

IMAX IMAX CORP20.1K shares0.00%2026-03-312026-05-13

BCS BARCLAYS PLC36.1K shares0.00%2026-03-312026-05-13

FBT FIRST TR EXCHANGE-TRADED FD3.8K shares-11.78%2026-03-312026-05-13

UNILEVER PLC UNILEVER PLC13.3K shares0.17%2026-03-312026-05-13

Sponsored

JKHY HENRY JACK & ASSOC INC4.7K shares0.64%2026-03-312026-05-13

SPYM SPDR SERIES TRUST9.7K shares-68.27%2026-03-312026-05-13

FIGS FIGS INC50.0K shares0.00%2026-03-312026-05-13

SO SOUTHERN CO7.6K shares54.17%2026-03-312026-05-13

XLU SELECT SECTOR SPDR TR16.1K shares-30.27%2026-03-312026-05-13

IBB ISHARES TR4.3K shares-11.20%2026-03-312026-05-13

HP HELMERICH & PAYNE INC20.0K shares0.00%2026-03-312026-05-13

ETR ENTERGY CORP NEW6.4K shares1.09%2026-03-312026-05-13

Sponsored

URI UNITED RENTALS INC987 shares7.17%2026-03-312026-05-13

SHY ISHARES TR8.7K shares0.06%2026-03-312026-05-13

BIV VANGUARD BD INDEX FDS9.1K shares-18.47%2026-03-312026-05-13

FELV FIDELITY COVINGTON TRUST20.0K shares0.00%2026-03-312026-05-13

EMXC ISHARES INC8.9K shares0.00%2026-03-312026-05-13

VOE VANGUARD INDEX FDS3.8K shares1.45%2026-03-312026-05-13

XSMO INVESCO EXCHANGE TRADED FD T9.1K shares-1.81%2026-03-312026-05-13

NOBL PROSHARES TR6.5K shares0.19%2026-03-312026-05-13

Sponsored

WYNN WYNN RESORTS LTD6.7K shares-48.35%2026-03-312026-05-13

QNITY ELECTRONICS INC QNITY ELECTRONICS INC5.9K shares87.29%2026-03-312026-05-13

BSM BLACK STONE MINERALS L P44.9K shares-3.15%2026-03-312026-05-13

LH LABCORP HOLDINGS INC2.5K shares0.04%2026-03-312026-05-13

SPMO INVESCO EXCH TRADED FD TR II6.0K shares-59.85%2026-03-312026-05-13

VMBS VANGUARD SCOTTSDALE FDS14.3K shares-24.93%2026-03-312026-05-13

SHAK SHAKE SHACK INC7.5K shares0.00%2026-03-312026-05-13

PYPL PAYPAL HLDGS INC14.5K shares-38.74%2026-03-312026-05-13

Sponsored

HAP VANECK ETF TRUST9.0K shares0.00%2026-03-312026-05-13

ESML ISHARES TR13.9K shares0.00%2026-03-312026-05-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC5.6K shares-7.60%2026-03-312026-05-13

ORLY OREILLY AUTOMOTIVE INC7.0K shares-95.32%2026-03-312026-05-13

SOXX ISHARES TR1.9K shares0.00%2026-03-312026-05-13

HIG HARTFORD INSURANCE GROUP INC4.7K shares-4.82%2026-03-312026-05-13

GM GENERAL MTRS CO8.4K shares0.22%2026-03-312026-05-13

ROCKET LAB CORP ROCKET LAB CORP9.6K shares-0.47%2026-03-312026-05-13

Sponsored

VLO VALERO ENERGY CORP2.5K shares-4.08%2026-03-312026-05-13

WSO WATSCO INC1.7K shares0.12%2026-03-312026-05-13

VTR VENTAS INC7.4K shares0.12%2026-03-312026-05-13

PAYX PAYCHEX INC6.6K shares5.66%2026-03-312026-05-13

WAT WATERS CORP2.0K sharesnew addition2026-03-312026-05-13

ESGU ISHARES TR4.2K shares0.00%2026-03-312026-05-13

STERIS PLC STERIS PLC2.7K shares0.15%2026-03-312026-05-13

TDVG T ROWE PRICE ETF INC13.3K shares-71.33%2026-03-312026-05-13

Sponsored

TRV TRAVELERS COMPANIES INC2.0K shares1.80%2026-03-312026-05-13

VIOV VANGUARD ADMIRAL FDS INC5.8K shares0.00%2026-03-312026-05-13

LIND LINDBLAD EXPEDITIONS HLDGS I34.2K shares-8.80%2026-03-312026-05-13

IXN ISHARES TR5.9K shares0.00%2026-03-312026-05-13

PCAR PACCAR INC5.1K shares46.78%2026-03-312026-05-13

DSI ISHARES TR4.8K shares-12.74%2026-03-312026-05-13

CLF CLEVELAND-CLIFFS INC NEW68.6K shares-17.52%2026-03-312026-05-13

ECL ECOLAB INC2.1K shares5.24%2026-03-312026-05-13

Sponsored

MGC VANGUARD WORLD FD2.4K shares-4.19%2026-03-312026-05-13

YUM YUM BRANDS INC3.6K shares-0.05%2026-03-312026-05-13

JLL JONES LANG LASALLE INC1.8K shares3.59%2026-03-312026-05-13

TE CONNECTIVITY PLC TE CONNECTIVITY PLC2.7K shares104.77%2026-03-312026-05-13

KOID KRANESHARES TRUST17.7K shares0.00%2026-03-312026-05-13

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC12.0K shares86.97%2026-03-312026-05-13

ATO ATMOS ENERGY CORP3.0K shares5.48%2026-03-312026-05-13

VCEB VANGUARD WORLD FD8.7K shares-15.23%2026-03-312026-05-13

Sponsored

L LOEWS CORP5.0K shares0.00%2026-03-312026-05-13

H HYATT HOTELS CORP3.6K shares0.00%2026-03-312026-05-13

SBR SABINE RTY TR6.9K shares0.00%2026-03-312026-05-13

DASH DOORDASH INC3.4K shares-19.77%2026-03-312026-05-13

NOC NORTHROP GRUMMAN CORP745 shares-1.06%2026-03-312026-05-13

ISCF ISHARES TR12.1K shares-17.89%2026-03-312026-05-13

SOXL DIREXION SHARES ETF TRUST10.4K shares-0.43%2026-03-312026-05-13

JEPQ J P MORGAN EXCHANGE TRADED F8.9K shares46.13%2026-03-312026-05-13

Sponsored

MSI MOTOROLA SOLUTIONS INC1.1K shares68.95%2026-03-312026-05-13

RSG REPUBLIC SVCS INC2.2K shares8.08%2026-03-312026-05-13

EUFN ISHARES TR14.0K shares-0.07%2026-03-312026-05-13

STT STATE STR CORP3.9K shares36.21%2026-03-312026-05-13

DFAC DIMENSIONAL ETF TRUST12.5K shares0.00%2026-03-312026-05-13

SLV ISHARES SILVER TR7.1K sharesnew addition2026-03-312026-05-13

ROST ROSS STORES INC2.2K shares78.69%2026-03-312026-05-13

COKE COCA COLA CONS INC2.5K shares-0.40%2026-03-312026-05-13

Sponsored

IYY ISHARES TR3.0K shares0.00%2026-03-312026-05-13

WRB BERKLEY W R CORP7.3K shares-0.33%2026-03-312026-05-13

NEAR ISHARES U S ETF TR9.5K shares0.68%2026-03-312026-05-13

SHOP SHOPIFY INC4.0K shares2.38%2026-03-312026-05-13

MET METLIFE INC6.6K shares-7.40%2026-03-312026-05-13

CPRT COPART INC14.0K shares0.33%2026-03-312026-05-13

XLI SELECT SECTOR SPDR TR2.9K shares27.11%2026-03-312026-05-13

COIN COINBASE GLOBAL INC2.7K shares10.41%2026-03-312026-05-13

Sponsored

IYE ISHARES TR7.1K shares0.00%2026-03-312026-05-13

USB US BANCORP8.8K shares0.83%2026-03-312026-05-13

IYF ISHARES TR3.9K shares0.00%2026-03-312026-05-13

EIS ISHARES INC3.9K shares0.00%2026-03-312026-05-13

IGSB ISHARES TR8.7K shares0.00%2026-03-312026-05-13

FPRO FIDELITY COVINGTON TRUST19.9K shares0.00%2026-03-312026-05-13

OSIS OSI SYSTEMS INC1.7K shares0.00%2026-03-312026-05-13

CALI BLACKROCK ETF TRUST II8.9K shares-1.74%2026-03-312026-05-13

Sponsored

IWO ISHARES TR1.4K shares80.83%2026-03-312026-05-13

FCOR FIDELITY MERRIMACK STR TR9.5K shares0.00%2026-03-312026-05-13

LNG CHENIERE ENERGY INC1.6K sharesnew addition2026-03-312026-05-13

LFUS LITTELFUSE INC1.3K shares0.00%2026-03-312026-05-13

TIP ISHARES TR4.0K shares0.00%2026-03-312026-05-13

PWR QUANTA SVCS INC802 shares24.15%2026-03-312026-05-13

AJG GALLAGHER ARTHUR J & CO2.0K shares-28.69%2026-03-312026-05-13

EWJ ISHARES INC5.2K shares-0.42%2026-03-312026-05-13

Sponsored

NVMI NOVA LTD1.0K shares0.00%2026-03-312026-05-13

LVS LAS VEGAS SANDS CORP8.0K shares0.81%2026-03-312026-05-13

ITA ISHARES TR1.9K shares0.00%2026-03-312026-05-13

XYL XYLEM INC3.6K shares4.22%2026-03-312026-05-13

DFE WISDOMTREE TR5.8K shares0.00%2026-03-312026-05-13

JMST J P MORGAN EXCHANGE TRADED F8.1K shares19.37%2026-03-312026-05-13

ONB OLD NATL BANCORP IND18.5K shares0.00%2026-03-312026-05-13

FICO FAIR ISAAC CORP380 shares-0.52%2026-03-312026-05-13

Sponsored

TGB TASEKO MINES LTD61.9K shares0.00%2026-03-312026-05-13

AZO AUTOZONE INC118 shares-71.08%2026-03-312026-05-13

UPS UNITED PARCEL SVCS INC4.0K shares2.27%2026-03-312026-05-13

DOCU DOCUSIGN INC8.3K shares-36.89%2026-03-312026-05-13

TDG TRANSDIGM GROUP INC337 shares0.60%2026-03-312026-05-13

BRO BROWN & BROWN INC5.9K shares0.00%2026-03-312026-05-13

ED CONSOLIDATED EDISON INC3.4K shares-3.88%2026-03-312026-05-13

EXEL EXELIXIS INC8.8K shares-12.17%2026-03-312026-05-13

Sponsored

BSX BOSTON SCIENTIFIC CORP6.0K shares-0.66%2026-03-312026-05-13

VDE VANGUARD WORLD FD2.2K shares2.56%2026-03-312026-05-13

EQT CORP EQT CORP5.9K shares0.48%2026-03-312026-05-13

FBND FIDELITY MERRIMACK STR TR8.1K shares-7.77%2026-03-312026-05-13

VUG

VANGUARD INDEX FDS

-1.89%

Shares2.2M

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

-4.90%

Shares14.6M

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

8.27%

Shares8.6M

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

-6.52%

Shares3.4M

Event2026-03-31

Filed2026-05-13

VGSH

VANGUARD SCOTTSDALE FDS

34.18%

Shares5.1M

Event2026-03-31

Filed2026-05-13

MUB

ISHARES TR

-1.49%

Shares2.3M

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD INTL EQUITY INDEX F

7.97%

Shares4.5M

Event2026-03-31

Filed2026-05-13

VTEB

VANGUARD MUN BD FDS

5.88%

Shares4.3M

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-1.49%

Shares792.0K

Event2026-03-31

Filed2026-05-13

CNEQ

THE ALGER ETF TRUST

36275.41%

Shares5.0M

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

2.59%

Shares420.2K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

2.10%

Shares390.9K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

-4.54%

Shares174.1K

Event2026-03-31

Filed2026-05-13

VBR

VANGUARD INDEX FDS

5.25%

Shares522.8K

Event2026-03-31

Filed2026-05-13

VBK

VANGUARD INDEX FDS

4.53%

Shares368.4K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

4.32%

Shares149.0K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

3.06%

Shares310.0K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

-1.41%

Shares322.2K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

-10.05%

Shares232.1K

Event2026-03-31

Filed2026-05-13

CAT

CATERPILLAR INC

-9.62%

Shares99.3K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD SPECIALIZED FUNDS

4.17%

Shares313.7K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

2.53%

Shares380.4K

Event2026-03-31

Filed2026-05-13

VISA INC

18.77%

Shares211.1K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

2.73%

Shares67.1K

Event2026-03-31

Filed2026-05-13

EDV

VANGUARD WORLD FD

0.00%

Shares875.8K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

-1.29%

Shares252.5K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

4.86%

Shares167.8K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

10.03%

Shares299.2K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

-1.38%

Shares350.8K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

0.40%

Shares240.8K

Event2026-03-31

Filed2026-05-13

TJX

TJX COS INC NEW

-0.27%

Shares308.4K

Event2026-03-31

Filed2026-05-13

QLYS

QUALYS INC

-6.79%

Shares548.8K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

0.27%

Shares47.9K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-9.91%

Shares78.4K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

18.07%

Shares139.1K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

-1.14%

Shares367.4K

Event2026-03-31

Filed2026-05-13

HELO

J P MORGAN EXCHANGE TRADED F

-8.85%

Shares708.6K

Event2026-03-31

Filed2026-05-13

VYM

VANGUARD WHITEHALL FDS

5.03%

Shares303.7K

Event2026-03-31

Filed2026-05-13

GQGU

ADVISORS INNER CIRCLE FD III

New

Shares1.7M

Event2026-03-31

Filed2026-05-13

MCD

MCDONALDS CORP

0.90%

Shares139.8K

Event2026-03-31

Filed2026-05-13

ASML

ASML HLDG NV

-13.95%

Shares32.3K

Event2026-03-31

Filed2026-05-13

NEE

NEXTERA ENERGY INC

8.94%

Shares442.1K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION

0.05%

Shares208.5K

Event2026-03-31

Filed2026-05-13

AXP

AMERICAN EXPRESS CO

52.86%

Shares132.3K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-1.02%

Shares138.3K

Event2026-03-31

Filed2026-05-13

ZROZ

PIMCO ETF TR

0.00%

Shares598.3K

Event2026-03-31

Filed2026-05-13

LINDE PLC

-1.75%

Shares64.8K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

0.90%

Shares74.6K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

-8.79%

Shares64.0K

Event2026-03-31

Filed2026-05-13

TPL

TEXAS PACIFIC LAND CORPORATI

-8.78%

Shares64.6K

Event2026-03-31

Filed2026-05-13

UNP

UNION PAC CORP

-0.41%

Shares126.3K

Event2026-03-31

Filed2026-05-13

BLACKROCK INC

3.08%

Shares31.7K

Event2026-03-31

Filed2026-05-13