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The Analysis of Sachetta, LLC's Holdings & P&L

Currently, Sachetta, LLC holds 1074 types of securities in its portfolio with a total value $184.4M. In the most recent quarter, they have increased their positions in N/A (+1.4K shares, valued at $824.8K), FBND (+7.2K shares, valued at $329.6K), COST (+322 shares, valued at $321.1K); decreased their positions in GNR (-5.8K shares, valued at $432.9K), SPY (-626 shares, valued at $407.1K), IEFA (-4.2K shares, valued at $379.7K); initiated new positions in SPDW (+2.5K shares, valued at $112.0K), DCI (+764 shares, valued at $64.8K), MUB (+173 shares, valued at $18.4K).

1M P&L

+3.7M+2.34%

3M P&L

+821.8K+0.51%

HY P&L

+11.2M+7.38%

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/A116.7M

77.0%

2Banks - Regional2.9M

1.9%

3Consumer Electronics2.7M

1.8%

Top Industries by Stock Count

1N/A118 stocks

11.8%

2Software - Application35 stocks

3.5%

3Banks - Regional29 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR45.6K shares3.24%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T25.8K shares-2.37%2026-03-312026-05-01

GNR SPDR INDEX SHS FDS203.2K shares-2.77%2026-03-312026-05-01

FBND FIDELITY MERRIMACK STR TR195.8K shares3.83%2026-03-312026-05-01

IWB ISHARES TR16.7K shares-0.15%2026-03-312026-05-01

IHDG WISDOMTREE TR86.5K shares-0.45%2026-03-312026-05-01

IJH ISHARES TR58.2K shares-1.71%2026-03-312026-05-01

SCHD SCHWAB STRATEGIC TR124.7K shares0.11%2026-03-312026-05-01

Sponsored

MINT PIMCO ETF TR35.4K shares1.64%2026-03-312026-05-01

MBB ISHARES TR35.9K shares1.12%2026-03-312026-05-01

HSCZ ISHARES TR81.5K shares-2.75%2026-03-312026-05-01

SCHB SCHWAB STRATEGIC TR122.1K shares-0.07%2026-03-312026-05-01

AAPL APPLE INC10.6K shares-9.24%2026-03-312026-05-01

SDY SPDR SERIES TRUST17.7K shares9.13%2026-03-312026-05-01

JEPI J P MORGAN EXCHANGE TRADED F45.6K shares2.63%2026-03-312026-05-01

ISHARES GOLD TR ISHARES GOLD TR28.3K shares-0.11%2026-03-312026-05-01

Sponsored

IGE ISHARES TR39.6K shares-5.13%2026-03-312026-05-01

DBEM DBX ETF TR71.2K shares-7.60%2026-03-312026-05-01

IVV ISHARES TR3.1K shares-2.58%2026-03-312026-05-01

FREL FIDELITY COVINGTON TRUST74.2K shares5.32%2026-03-312026-05-01

ECBK ECB BANCORP INC118.9K shares0.00%2026-03-312026-05-01

IVE ISHARES TR8.9K shares0.06%2026-03-312026-05-01

MSFT MICROSOFT CORP4.8K shares8.91%2026-03-312026-05-01

TSLA TESLA INC4.8K shares11.87%2026-03-312026-05-01

Sponsored

SCHG SCHWAB STRATEGIC TR60.6K shares0.67%2026-03-312026-05-01

AVUV AMERICAN CENTY ETF TR15.5K shares-2.21%2026-03-312026-05-01

VHT VANGUARD WORLD FD5.4K shares-1.31%2026-03-312026-05-01

NVDA NVIDIA CORPORATION8.2K shares10.36%2026-03-312026-05-01

QQEW FIRST TR EXCHANGE-TRADED FD9.8K shares2.29%2026-03-312026-05-01

FBCG FIDELITY COVINGTON TRUST22.7K shares-1.71%2026-03-312026-05-01

IAGG ISHARES TR22.2K shares1.34%2026-03-312026-05-01

SRLN SSGA ACTIVE ETF TR27.1K shares2.12%2026-03-312026-05-01

Sponsored

DIVO AMPLIFY ETF TR21.3K shares1.18%2026-03-312026-05-01

SCHV SCHWAB STRATEGIC TR30.8K shares0.26%2026-03-312026-05-01

VO VANGUARD INDEX FDS3.1K shares-0.96%2026-03-312026-05-01

MDY STATE STR SPDR S&P MIDCAP 401.4K shares-7.49%2026-03-312026-05-01

XOM EXXON MOBIL CORP5.2K shares1.13%2026-03-312026-05-01

USMV ISHARES TR9.2K shares0.02%2026-03-312026-05-01

ALPHABET INC ALPHABET INC2.9K shares15.07%2026-03-312026-05-01

SCHM SCHWAB STRATEGIC TR26.3K shares2.27%2026-03-312026-05-01

Sponsored

SPMD SPDR SERIES TRUST13.7K shares0.31%2026-03-312026-05-01

AMZN AMAZON COM INC3.9K shares7.35%2026-03-312026-05-01

IWM ISHARES TR3.2K shares0.09%2026-03-312026-05-01

VEA VANGUARD TAX-MANAGED FDS12.3K shares4.87%2026-03-312026-05-01

TOTL SSGA ACTIVE ETF TR18.7K shares-8.27%2026-03-312026-05-01

IUSV ISHARES TR7.2K shares5.78%2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS2.9K shares-0.14%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO2.2K shares-12.47%2026-03-312026-05-01

Sponsored

VTI VANGUARD INDEX FDS2.0K shares76.08%2026-03-312026-05-01

INDB INDEPENDENT BK CORP MASS8.3K shares3.22%2026-03-312026-05-01

IYH ISHARES TR10.1K shares0.25%2026-03-312026-05-01

BND VANGUARD BD INDEX FDS8.2K shares-3.20%2026-03-312026-05-01

SRTS SENSUS HEALTHCARE INC150.5K shares1.35%2026-03-312026-05-01

SCHE SCHWAB STRATEGIC TR18.0K shares-0.36%2026-03-312026-05-01

NVS NOVARTIS AG3.4K shares1.76%2026-03-312026-05-01

VIG VANGUARD SPECIALIZED FUNDS2.4K shares-3.93%2026-03-312026-05-01

Sponsored

JNJ JOHNSON & JOHNSON2.1K shares-6.03%2026-03-312026-05-01

ES EVERSOURCE ENERGY7.0K shares4.76%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL939 shares5.98%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION449 shares253.54%2026-03-312026-05-01

PG PROCTER & GAMBLE CO3.0K shares-10.25%2026-03-312026-05-01

META META PLATFORMS INC767 shares35.75%2026-03-312026-05-01

ALPHABET INC ALPHABET INC1.5K shares112.27%2026-03-312026-05-01

IVW ISHARES TR3.8K shares0.35%2026-03-312026-05-01

Sponsored

BROADCOM INC BROADCOM INC1.3K shares33.60%2026-03-312026-05-01

GLD SPDR GOLD TR884 shares0.00%2026-03-312026-05-01

SCHF SCHWAB STRATEGIC TR15.1K shares-7.31%2026-03-312026-05-01

BAC BANK AMERICA CORP7.6K shares19.36%2026-03-312026-05-01

DGRO ISHARES TR5.2K shares-0.86%2026-03-312026-05-01

V VISA INC1.2K shares185.85%2026-03-312026-05-01

WMT WALMART INC2.8K shares1.54%2026-03-312026-05-01

NOC NORTHROP GRUMMAN CORP489 shares-0.20%2026-03-312026-05-01

Sponsored

FTHI FIRST TR EXCHANGE TRADED FD13.6K shares2.29%2026-03-312026-05-01

HD HOME DEPOT INC939 shares24.87%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC6.1K shares5.26%2026-03-312026-05-01

ADP AUTOMATIC DATA PROCESSING IN1.5K shares65.38%2026-03-312026-05-01

TXN TEXAS INSTRS INC1.5K shares-9.06%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS474 shares70.50%2026-03-312026-05-01

SCHA SCHWAB STRATEGIC TR9.5K shares5.83%2026-03-312026-05-01

MCD MCDONALDS CORP880 shares0.00%2026-03-312026-05-01

Sponsored

MGV VANGUARD WORLD FD1.8K shares0.28%2026-03-312026-05-01

IJR ISHARES TR2.1K shares-5.55%2026-03-312026-05-01

ESGD ISHARES TR2.6K shares-2.56%2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE879 shares76.86%2026-03-312026-05-01

CVX CHEVRON CORPORATION1.2K shares8.78%2026-03-312026-05-01

MERCK & CO INC MERCK & CO INC2.0K shares2.08%2026-03-312026-05-01

EFA ISHARES TR2.5K shares0.00%2026-03-312026-05-01

LLY ELI LILLY & CO253 shares34.57%2026-03-312026-05-01

Sponsored

CME CME GROUP INC774 shares637.14%2026-03-312026-05-01

PLTR PALANTIR TECHNOLOGIES INC1.5K shares8.33%2026-03-312026-05-01

IWR ISHARES TR2.2K shares0.00%2026-03-312026-05-01

SLYV SPDR SERIES TRUST2.2K shares0.41%2026-03-312026-05-01

ABBV ABBVIE INC959 shares-11.86%2026-03-312026-05-01

MTD METTLER TOLEDO INTERNATIONAL165 shares8150.00%2026-03-312026-05-01

T AT&T INC6.9K shares4.27%2026-03-312026-05-01

SPMB SPDR SERIES TRUST8.6K shares0.71%2026-03-312026-05-01

Sponsored

VYM VANGUARD WHITEHALL FDS1.3K shares11.11%2026-03-312026-05-01

VB VANGUARD INDEX FDS719 shares-2.57%2026-03-312026-05-01

VUG VANGUARD INDEX FDS429 shares0.00%2026-03-312026-05-01

GEV GE VERNOVA INC208 shares103.92%2026-03-312026-05-01

RWR SPDR SERIES TRUST1.8K shares-0.83%2026-03-312026-05-01

AMGN AMGEN INC510 shares-15.14%2026-03-312026-05-01

NEE NEXTERA ENERGY INC1.9K shares-10.16%2026-03-312026-05-01

NFLX NETFLIX INC.1.8K shares26.27%2026-03-312026-05-01

Sponsored

IDXX IDEXX LABS INC304 shares1588.89%2026-03-312026-05-01

DIS DISNEY WALT CO1.7K shares-0.06%2026-03-312026-05-01

IUSG ISHARES TR1.0K shares0.00%2026-03-312026-05-01

ADI ANALOG DEVICES INC499 shares-24.62%2026-03-312026-05-01

RTX RTX CORPORATION813 shares9.13%2026-03-312026-05-01

MA MASTERCARD INCORPORATED306 shares6.99%2026-03-312026-05-01

ETFS GOLD TR ETFS GOLD TR3.2K shares8.21%2026-03-312026-05-01

CAT CATERPILLAR INC198 shares24.53%2026-03-312026-05-01

Sponsored

VWO VANGUARD INTL EQUITY INDEX F2.4K shares-6.41%2026-03-312026-05-01

TJX TJX COS INC NEW807 shares5.91%2026-03-312026-05-01

UNP UNION PAC CORP523 shares12.72%2026-03-312026-05-01

MPC MARATHON PETE CORP516 shares4.67%2026-03-312026-05-01

FMAT FIDELITY COVINGTON TRUST2.2K shares0.05%2026-03-312026-05-01

BGRN ISHARES TR2.6K shares-0.58%2026-03-312026-05-01

ABT ABBOTT LABORATORIES1.2K shares-22.29%2026-03-312026-05-01

VTV VANGUARD INDEX FDS623 shares0.00%2026-03-312026-05-01

Sponsored

MFC MANULIFE FINL CORP3.5K shares23.61%2026-03-312026-05-01

BDX BECTON DICKINSON & CO754 shares1.75%2026-03-312026-05-01

MEDTRONIC PLC MEDTRONIC PLC1.3K shares-1.46%2026-03-312026-05-01

MU MICRON TECHNOLOGY INC344 shares60.00%2026-03-312026-05-01

SEIC SEI INVTS CO1.4K shares-1.24%2026-03-312026-05-01

SPDW SPDR INDEX SHS FDS2.5K sharesnew addition2026-03-312026-05-01

PWR QUANTA SVCS INC203 shares6.84%2026-03-312026-05-01

CW CURTISS WRIGHT CORP163 shares-2.40%2026-03-312026-05-01

Sponsored

ORCL ORACLE CORP738 shares17.33%2026-03-312026-05-01

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP315 shares-31.52%2026-03-312026-05-01

VNQ VANGUARD INDEX FDS1.2K shares-46.28%2026-03-312026-05-01

MS MORGAN STANLEY651 shares-1.66%2026-03-312026-05-01

GWW WW GRAINGER INC97 shares-31.69%2026-03-312026-05-01

GDXJ VANECK ETF TRUST881 shares0.00%2026-03-312026-05-01

XLP SELECT SECTOR SPDR TR1.3K shares0.00%2026-03-312026-05-01

RSG REPUBLIC SVCS INC477 shares5.30%2026-03-312026-05-01

Sponsored

GS GOLDMAN SACHS GROUP INC122 shares3.39%2026-03-312026-05-01

TOST TOAST INC3.9K shares0.60%2026-03-312026-05-01

IWF ISHARES TR241 shares0.84%2026-03-312026-05-01

GILD GILEAD SCIENCES INC730 shares2.53%2026-03-312026-05-01

HAL HALLIBURTON CO2.6K shares7.27%2026-03-312026-05-01

ZTS ZOETIS INC845 shares-9.63%2026-03-312026-05-01

BE BLOOM ENERGY CORP735 shares0.00%2026-03-312026-05-01

XLI SELECT SECTOR SPDR TR610 shares0.00%2026-03-312026-05-01

Sponsored

UNH UNITEDHEALTH GROUP INC354 shares24.65%2026-03-312026-05-01

VOE VANGUARD INDEX FDS502 shares0.00%2026-03-312026-05-01

MMM 3M CO634 shares2.09%2026-03-312026-05-01

IYM ISHARES TR511 shares-77.36%2026-03-312026-05-01

SBUX STARBUCKS CORP994 shares4.08%2026-03-312026-05-01

CL COLGATE PALMOLIVE CO1.0K shares26.89%2026-03-312026-05-01

CVS CVS HEALTH CORP1.2K shares3.00%2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC418 shares0.24%2026-03-312026-05-01

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP393 shares13.26%2026-03-312026-05-01

ICE INTERCONTINENTAL EXCHANGE IN520 shares6.78%2026-03-312026-05-01

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW621 shares3.16%2026-03-312026-05-01

KLAC KLA CORP53 shares3.92%2026-03-312026-05-01

BSV VANGUARD BD INDEX FDS987 shares1.54%2026-03-312026-05-01

KO COCA COLA CO996 shares8.97%2026-03-312026-05-01

CSCO CISCO SYS INC969 shares-8.67%2026-03-312026-05-01

IGIB ISHARES TR1.4K shares-4.20%2026-03-312026-05-01

Sponsored

PH PARKER-HANNIFIN CORP83 shares0.00%2026-03-312026-05-01

MMC MARSH & MCLENNAN COS INC422 shares0.00%2026-03-312026-05-01

CMCSA COMCAST CORP NEW2.5K shares42.26%2026-03-312026-05-01

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND364 shares-24.79%2026-03-312026-05-01

QCOM QUALCOMM INC552 shares32.06%2026-03-312026-05-01

HON HONEYWELL INTL INC313 shares14.65%2026-03-312026-05-01

THE CIGNA GROUP THE CIGNA GROUP265 shares9.05%2026-03-312026-05-01

APH AMPHENOL CORP548 shares14.88%2026-03-312026-05-01

Sponsored

USB US BANCORP1.3K shares0.76%2026-03-312026-05-01

MAR MARRIOTT INTL INC NEW207 shares-55.67%2026-03-312026-05-01

HSY HERSHEY CO325 shares0.93%2026-03-312026-05-01

AXP AMERICAN EXPRESS CO221 shares-6.36%2026-03-312026-05-01

BMY BRISTOL-MYERS SQUIBB CO1.1K shares13.47%2026-03-312026-05-01

SPEM SPDR INDEX SHS FDS1.4K shares145.90%2026-03-312026-05-01

ISRG INTUITIVE SURGICAL INC142 shares0.71%2026-03-312026-05-01

TMO THERMO FISHER SCIENTIFIC INC132 shares12.82%2026-03-312026-05-01

Sponsored

DCI DONALDSON INC764 sharesnew addition2026-03-312026-05-01

VLO VALERO ENERGY CORP262 shares10.08%2026-03-312026-05-01

LMT LOCKHEED MARTIN CORP103 shares39.19%2026-03-312026-05-01

ECL ECOLAB INC234 shares-1.27%2026-03-312026-05-01

PM PHILIP MORRIS INTL INC372 shares13.41%2026-03-312026-05-01

INTC INTEL CORP1.4K shares39.70%2026-03-312026-05-01

DHR DANAHER CORP DEL321 shares4.56%2026-03-312026-05-01

DELL DELL TECHNOLOGIES INC365 shares8.96%2026-03-312026-05-01

Sponsored

XLV SELECT SECTOR SPDR TR406 shares0.00%2026-03-312026-05-01

NRG NRG ENERGY INC400 shares5.54%2026-03-312026-05-01

GLW CORNING INC429 shares1.18%2026-03-312026-05-01

COP CONOCOPHILLIPS438 shares38.61%2026-03-312026-05-01

PEP PEPSICO INC370 shares-26.00%2026-03-312026-05-01

CB CHUBB LTD SWITZ174 shares3.57%2026-03-312026-05-01

SAM BOSTON BEER INC245 shares0.00%2026-03-312026-05-01

FE FIRSTENERGY CORP1.1K shares8.44%2026-03-312026-05-01

Sponsored

COF CAPITAL ONE FINL CORP305 shares4.10%2026-03-312026-05-01

EEM ISHARES TR970 shares83.02%2026-03-312026-05-01

EMR EMERSON ELEC CO411 shares1.73%2026-03-312026-05-01

EBC EASTERN BANKSHARES INC2.7K shares0.68%2026-03-312026-05-01

FDX FEDEX CORP145 shares3.57%2026-03-312026-05-01

TGT TARGET CORP427 shares6.22%2026-03-312026-05-01

LINDE PLC LINDE PLC104 shares60.00%2026-03-312026-05-01

BA BOEING CO257 shares5.33%2026-03-312026-05-01

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K shares0.18%2026-03-312026-05-01

PLD PROLOGIS INC.383 shares29.83%2026-03-312026-05-01

MO ALTRIA GROUP INC763 shares1.60%2026-03-312026-05-01

WFC WELLS FARGO & CO626 shares-1.57%2026-03-312026-05-01

PFE PFIZER INC1.8K shares12.22%2026-03-312026-05-01

NTRS NORTHERN TR CORP356 shares6.27%2026-03-312026-05-01

ACWV ISHARES INC411 shares0.00%2026-03-312026-05-01

CMI CUMMINS INC90 shares-4.26%2026-03-312026-05-01

Sponsored

INTU INTUIT111 shares33.73%2026-03-312026-05-01

TD TORONTO DOMINION BK ONT509 shares0.00%2026-03-312026-05-01

PANW PALO ALTO NETWORKS INC291 shares28.76%2026-03-312026-05-01

AFL AFLAC INC424 shares5.47%2026-03-312026-05-01

ADM ARCHER DANIELS MIDLAND CO640 shares7.74%2026-03-312026-05-01

SCHW SCHWAB CHARLES CORP493 shares13.33%2026-03-312026-05-01

AMAT APPLIED MATLS INC135 shares187.23%2026-03-312026-05-01

ITW ILLINOIS TOOL WKS INC176 shares-32.31%2026-03-312026-05-01

Sponsored

BLACKROCK INC BLACKROCK INC46 shares-4.17%2026-03-312026-05-01

SPSM SPDR SERIES TRUST903 shares-75.05%2026-03-312026-05-01

XLB SELECT SECTOR SPDR TR864 shares-61.41%2026-03-312026-05-01

XYL XYLEM INC361 shares-53.95%2026-03-312026-05-01

SCHZ SCHWAB STRATEGIC TR1.8K shares447.59%2026-03-312026-05-01

MDLZ MONDELEZ INTL INC729 shares18.34%2026-03-312026-05-01

BKNG BOOKING HOLDINGS INC10 shares0.00%2026-03-312026-05-01

SUSB ISHARES TR1.7K shares-4.19%2026-03-312026-05-01

Sponsored

KBH KB HOME792 shares20.00%2026-03-312026-05-01

ROK ROCKWELL AUTOMATION INC113 shares0.00%2026-03-312026-05-01

TROW PRICE T ROWE GROUP INC435 shares0.00%2026-03-312026-05-01

LOW LOWES COS INC163 shares10.14%2026-03-312026-05-01

SYK STRYKER CORPORATION114 shares39.02%2026-03-312026-05-01

SO SOUTHERN CO387 shares62.61%2026-03-312026-05-01

KEY KEYCORP1.8K shares7.02%2026-03-312026-05-01

DE DEERE & CO64 shares25.49%2026-03-312026-05-01

Sponsored

YUM YUM BRANDS INC228 shares6.05%2026-03-312026-05-01

PGR PROGRESSIVE CORP176 shares19.73%2026-03-312026-05-01

TT TRANE TECHNOLOGIES PLC83 shares12.16%2026-03-312026-05-01

FITB FIFTH THIRD BANCORP735 shares85.61%2026-03-312026-05-01

CEG CONSTELLATION ENERGY CORP122 shares-57.19%2026-03-312026-05-01

CTAS CINTAS CORP200 shares45.99%2026-03-312026-05-01

MCK MCKESSON CORP39 shares18.18%2026-03-312026-05-01

NEM NEWMONT CORP310 shares7.27%2026-03-312026-05-01

Sponsored

TMUS T-MOBILE US INC159 shares52.88%2026-03-312026-05-01

EATON CORP PLC EATON CORP PLC93 shares0.00%2026-03-312026-05-01

CRWD CROWDSTRIKE HLDGS INC85 shares14.86%2026-03-312026-05-01

AMT AMERICAN TOWER CORP192 shares5.49%2026-03-312026-05-01

EBAY EBAY INC.361 shares1.98%2026-03-312026-05-01

ARISTA NETWORKS INC ARISTA NETWORKS INC267 shares93.48%2026-03-312026-05-01

WAT WATERS CORP110 shares685.71%2026-03-312026-05-01

VICI VICI PPTYS INC1.2K shares213.10%2026-03-312026-05-01

Sponsored

SPGI S&P GLOBAL INC75 shares-11.76%2026-03-312026-05-01

CSX CSX CORP757 shares3.56%2026-03-312026-05-01

UBER UBER TECHNOLOGIES INC432 shares36.71%2026-03-312026-05-01

VRT VERTIV HOLDINGS CO123 shares41.38%2026-03-312026-05-01

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC310 shares16.54%2026-03-312026-05-01

ADBE ADOBE INC124 shares-3.13%2026-03-312026-05-01

UPS UNITED PARCEL SVCS INC304 shares12.18%2026-03-312026-05-01

CITIGROUP INC CITIGROUP INC263 shares-14.61%2026-03-312026-05-01

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LQD ISHARES TR273 shares0.74%2026-03-312026-05-01

EXC EXELON CORP601 shares-3.22%2026-03-312026-05-01

AIG AMERICAN INTL GROUP INC389 shares0.00%2026-03-312026-05-01

TRGP TARGA RES CORP116 shares-4.13%2026-03-312026-05-01

APP APPLOVIN CORP73 shares4.29%2026-03-312026-05-01

VCIT VANGUARD SCOTTSDALE FDS350 shares-12.50%2026-03-312026-05-01

HII HUNTINGTON INGALLS INDS INC76 shares26.67%2026-03-312026-05-01

CBRE CBRE GROUP INC211 shares-0.47%2026-03-312026-05-01

Sponsored

FTSL FIRST TR EXCHANGE-TRADED FD629 shares0.32%2026-03-312026-05-01

KEYS KEYSIGHT TECHNOLOGIES INC99 shares3.13%2026-03-312026-05-01

IEMG ISHARES INC400 shares-8.68%2026-03-312026-05-01

ALL ALLSTATE CORP133 shares15.65%2026-03-312026-05-01

VSS VANGUARD INTL EQUITY INDEX F189 shares1.07%2026-03-312026-05-01

ED CONSOLIDATED EDISON INC242 shares72.86%2026-03-312026-05-01

UAL UNITED AIRLS HLDGS INC297 shares33.78%2026-03-312026-05-01

AZO AUTOZONE INC8 shares14.29%2026-03-312026-05-01

Sponsored

XLK SELECT SECTOR SPDR TR202 shares0.00%2026-03-312026-05-01

CENCORA INC CENCORA INC85 shares3.66%2026-03-312026-05-01

TRV TRAVELERS COMPANIES INC91 shares28.17%2026-03-312026-05-01

WELL WELLTOWER INC133 shares29.13%2026-03-312026-05-01

IEFA ISHARES TR288 shares-93.57%2026-03-312026-05-01

CRM SALESFORCE INC139 shares-33.17%2026-03-312026-05-01

BK BANK NEW YORK MELLON CORP213 shares10.36%2026-03-312026-05-01

FCX FREEPORT MCMORAN INC427 shares61.74%2026-03-312026-05-01

Sponsored

PPG PPG INDS INC234 shares11.43%2026-03-312026-05-01

D DOMINION ENERGY INC402 shares-33.66%2026-03-312026-05-01

LITE LUMENTUM HLDGS INC35 shares118.75%2026-03-312026-05-01

NKE NIKE INC453 shares10.49%2026-03-312026-05-01

WBD WARNER BROS DISCOVERY INC863 shares7.20%2026-03-312026-05-01

SHW SHERWIN WILLIAMS CO72 shares0.00%2026-03-312026-05-01

WM WASTE MGMT INC DEL99 shares39.44%2026-03-312026-05-01

SAN BANCO SANTANDER SA2.0K shares0.00%2026-03-312026-05-01

Sponsored

PSX PHILLIPS 66124 shares27.84%2026-03-312026-05-01

XYZ BLOCK INC368 shares7.60%2026-03-312026-05-01

HPE HEWLETT PACKARD ENTERPRISE C928 shares20.99%2026-03-312026-05-01

EG EVEREST GROUP LTD67 shares415.38%2026-03-312026-05-01

VRTX VERTEX PHARMACEUTICALS INC49 shares0.00%2026-03-312026-05-01

MCO MOODYS CORP50 shares25.00%2026-03-312026-05-01

SNPS SYNOPSYS INC55 shares14.58%2026-03-312026-05-01

TE CONNECTIVITY PLC TE CONNECTIVITY PLC104 shares0.00%2026-03-312026-05-01

Sponsored

TSCO TRACTOR SUPPLY CO478 shares-0.42%2026-03-312026-05-01

DVN DEVON ENERGY CORP NEW429 shares32.82%2026-03-312026-05-01

DLR DIGITAL RLTY TR INC119 shares0.00%2026-03-312026-05-01

NOW SERVICENOW INC204 shares-34.19%2026-03-312026-05-01

SYY SYSCO CORP296 shares1.02%2026-03-312026-05-01

LHX L3HARRIS TECHNOLOGIES INC61 shares90.63%2026-03-312026-05-01

EQIX EQUINIX INC21 shares90.91%2026-03-312026-05-01

SHOP SHOPIFY INC172 shares0.00%2026-03-312026-05-01

Sponsored

CIEN CIENA CORP52 shares26.83%2026-03-312026-05-01

STT STATE STR CORP159 shares3.25%2026-03-312026-05-01

REGN REGENERON PHARMACEUTICALS26 shares0.00%2026-03-312026-05-01

HCA HCA HEALTHCARE INC42 shares0.00%2026-03-312026-05-01

MET METLIFE INC281 shares360.66%2026-03-312026-05-01

PNC PNC FINL SVCS GROUP INC95 shares0.00%2026-03-312026-05-01

ROST ROSS STORES INC91 shares0.00%2026-03-312026-05-01

DGX QUEST DIAGNOSTICS INC100 shares-12.28%2026-03-312026-05-01

Sponsored

HWM HOWMET AEROSPACE INC85 shares73.47%2026-03-312026-05-01

EOG EOG RES INC135 shares75.32%2026-03-312026-05-01

HIG HARTFORD INSURANCE GROUP INC143 shares0.00%2026-03-312026-05-01

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL49 shares4.26%2026-03-312026-05-01

SNOW SNOWFLAKE INC127 shares0.79%2026-03-312026-05-01

BYD BOYD GAMING CORP232 shares246.27%2026-03-312026-05-01

FANG DIAMONDBACK ENERGY INC96 shares9.09%2026-03-312026-05-01

HP INC HP INC986 shares49.62%2026-03-312026-05-01

Sponsored

EPD ENTERPRISE PRODS PARTNERS L500 shares0.00%2026-03-312026-05-01

KRG KITE REALTY GROUP TRUST758 shares52.21%2026-03-312026-05-01

MPWR MONOLITHIC PWR SYS INC17 shares6.25%2026-03-312026-05-01

MUB ISHARES TR173 sharesnew addition2026-03-312026-05-01

MSI MOTOROLA SOLUTIONS INC42 shares5.00%2026-03-312026-05-01

FIX COMFORT SYS USA INC13 shares225.00%2026-03-312026-05-01

BKR BAKER HUGHES COMPANY292 shares17.74%2026-03-312026-05-01

CTRA COTERRA ENERGY INC507 shares0.00%2026-03-312026-05-01

Sponsored

VBR VANGUARD INDEX FDS81 shares-12.90%2026-03-312026-05-01

BWXT BWX TECHNOLOGIES INC86 shares16.22%2026-03-312026-05-01

MNST MONSTER BEVERAGE CORP NEW239 shares-3.63%2026-03-312026-05-01

EMN EASTMAN CHEM CO225 shares603.13%2026-03-312026-05-01

CTVA CORTEVA INC205 shares0.00%2026-03-312026-05-01

WEC ENERGY GROUP INC WEC ENERGY GROUP INC148 shares35.78%2026-03-312026-05-01

OKE ONEOK INC NEW189 shares155.41%2026-03-312026-05-01

LNG CHENIERE ENERGY INC60 shares-3.23%2026-03-312026-05-01

Sponsored

NET CLOUDFLARE INC82 shares-3.53%2026-03-312026-05-01

JBL JABIL INC63 shares3.28%2026-03-312026-05-01

GSK PLC GSK PLC300 shares0.00%2026-03-312026-05-01

AGG ISHARES TR165 sharesnew addition2026-03-312026-05-01

WMB WILLIAMS COS INC225 shares3.69%2026-03-312026-05-01

POR PORTLAND GEN ELEC CO307 sharesnew addition2026-03-312026-05-01

APD AIR PRODUCTS AND CHEMICALS I56 shares-13.85%2026-03-312026-05-01

TDG TRANSDIGM GROUP INC14 shares-12.50%2026-03-312026-05-01

Sponsored

CUZ COUSINS PPTYS INC713 sharesnew addition2026-03-312026-05-01

HIFS HINGHAM INSTN SVGS MASS56 shares0.00%2026-03-312026-05-01

VRSN VERISIGN INC64 shares60.00%2026-03-312026-05-01

UI UBIQUITI INC20 shares11.11%2026-03-312026-05-01

BSX BOSTON SCIENTIFIC CORP248 shares-8.82%2026-03-312026-05-01

URI UNITED RENTALS INC21 shares50.00%2026-03-312026-05-01

DAL DELTA AIR LINES INC227 shares62.14%2026-03-312026-05-01

TXT TEXTRON INC172 shares11.69%2026-03-312026-05-01

Sponsored

IBIT ISHARES BITCOIN TRUST ETF384 shares0.00%2026-03-312026-05-01

PKG PACKAGING CORP AMER69 shares2.99%2026-03-312026-05-01

EIX EDISON INTL200 shares525.00%2026-03-312026-05-01

RGLD ROYAL GOLD INC57 shares39.02%2026-03-312026-05-01

PCG PG&E CORP820 shares229.32%2026-03-312026-05-01

HLT HILTON WORLDWIDE HLDGS INC47 shares0.00%2026-03-312026-05-01

UNM UNUM GROUP195 shares219.67%2026-03-312026-05-01

MLM MARTIN MARIETTA MATLS INC24 shares0.00%2026-03-312026-05-01

Sponsored

LUMN LUMEN TECHNOLOGIES INC2.0K shares0.00%2026-03-312026-05-01

LEN LENNAR CORP160 shares75.82%2026-03-312026-05-01

KKR & CO INC KKR & CO INC150 shares68.54%2026-03-312026-05-01

IXUS ISHARES TR159 shares9.66%2026-03-312026-05-01

KIM KIMCO REALTY CORP611 shares177.73%2026-03-312026-05-01

OSK OSHKOSH CORP93 shares0.00%2026-03-312026-05-01

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC592 shares61.31%2026-03-312026-05-01

XEL XCEL ENERGY INC172 shares117.72%2026-03-312026-05-01

Sponsored

ADT ADT INC DEL2.1K shares2460.49%2026-03-312026-05-01

JCI JOHNSON CONTROLS INTERNATION104 shares7.22%2026-03-312026-05-01

GPN GLOBAL PMTS INC202 shares74.14%2026-03-312026-05-01

COHERENT CORP COHERENT CORP57 shares72.73%2026-03-312026-05-01

PSA PUBLIC STORAGE OPER CO50 shares117.39%2026-03-312026-05-01

ORLY OREILLY AUTOMOTIVE INC146 shares21.67%2026-03-312026-05-01

KR KROGER CO186 shares-5.58%2026-03-312026-05-01

KMB KIMBERLY-CLARK CORP139 shares59.77%2026-03-312026-05-01

Sponsored

PPL PPL CORP349 shares106.51%2026-03-312026-05-01

EVRG EVERGY INC162 shares752.63%2026-03-312026-05-01

NTAP NETAPP INC130 shares16.07%2026-03-312026-05-01

DOV DOVER CORP63 shares5.00%2026-03-312026-05-01

AEP AMERICAN ELEC PWR CO INC100 shares0.00%2026-03-312026-05-01

ARE ALEXANDRIA REAL ESTATE EQ IN276 shares311.94%2026-03-312026-05-01

CVNA CARVANA CO41 shares-4.65%2026-03-312026-05-01

EA ELECTRONIC ARTS INC63 shares-1.56%2026-03-312026-05-01

Sponsored

BIIB BIOGEN INC70 shares0.00%2026-03-312026-05-01

NNN NNN REIT INC305 shares1029.63%2026-03-312026-05-01

FTNT FORTINET INC156 shares32.20%2026-03-312026-05-01

FI FISERV INC228 shares196.10%2026-03-312026-05-01

ALAB ASTERA LABS INC116 shares169.77%2026-03-312026-05-01

NSC NORFOLK SOUTHN CORP44 shares15.79%2026-03-312026-05-01

RF REGIONS FINANCIAL CORP NEW483 shares-0.62%2026-03-312026-05-01

NXPI NXP SEMICONDUCTORS N V64 shares0.00%2026-03-312026-05-01

Sponsored

EQT CORP EQT CORP197 shares-17.92%2026-03-312026-05-01

CDNS CADENCE DESIGN SYSTEM INC45 shares50.00%2026-03-312026-05-01

HOOD ROBINHOOD MKTS INC180 shares3.45%2026-03-312026-05-01

DASH DOORDASH INC83 shares15.28%2026-03-312026-05-01

WDC WESTERN DIGITAL CORP46 shares53.33%2026-03-312026-05-01

TMHC TAYLOR MORRISON HOME CORP212 shares105.83%2026-03-312026-05-01

JLL JONES LANG LASALLE INC40 shares60.00%2026-03-312026-05-01

RCL ROYAL CARIBBEAN GROUP44 shares-4.35%2026-03-312026-05-01

Sponsored

CNC CENTENE CORP DEL369 shares30.39%2026-03-312026-05-01

COIN COINBASE GLOBAL INC69 shares23.21%2026-03-312026-05-01

ROP ROPER TECHNOLOGIES INC34 shares30.77%2026-03-312026-05-01

F FORD MTR CO1.0K shares0.00%2026-03-312026-05-01

LUV SOUTHWEST AIRLS CO314 shares0.32%2026-03-312026-05-01

VST VISTRA CORP78 shares50.00%2026-03-312026-05-01

ENS ENERSYS67 shares204.55%2026-03-312026-05-01

WAB WABTEC47 shares17.50%2026-03-312026-05-01

Sponsored

SNA SNAP ON INC32 shares6.67%2026-03-312026-05-01

REXR REXFORD INDL RLTY INC353 shares233.02%2026-03-312026-05-01

IONQ IONQ INC400 shares0.00%2026-03-312026-05-01

TDY TELEDYNE TECHNOLOGIES INC19 shares0.00%2026-03-312026-05-01

DLTR DOLLAR TREE INC104 shares25.30%2026-03-312026-05-01

GEHC GE HEALTHCARE TECHNOLOGIES I160 shares36.75%2026-03-312026-05-01

IR INGERSOLL RAND INC142 shares24.56%2026-03-312026-05-01

QQQE DIREXION SHARES ETF TRUST115 shares0.00%2026-03-312026-05-01

Sponsored

PNW PINNACLE WEST CAP CORP112 sharesnew addition2026-03-312026-05-01

SOLV SOLVENTUM CORP172 shares25.55%2026-03-312026-05-01

PAYX PAYCHEX INC121 shares70.42%2026-03-312026-05-01

EME EMCOR GROUP INC15 shares0.00%2026-03-312026-05-01

BANF BANCFIRST CORP102 shares0.00%2026-03-312026-05-01

HIW HIGHWOODS PPTYS INC514 sharesnew addition2026-03-312026-05-01

PFG PRINCIPAL FINANCIAL GROUP IN122 shares6.09%2026-03-312026-05-01

NANR SPDR INDEX SHS FDS131 shares0.00%2026-03-312026-05-01

Sponsored

A AGILENT TECHNOLOGIES INC96 shares28.00%2026-03-312026-05-01

ALNY ALNYLAM PHARMACEUTICALS INC33 shares0.00%2026-03-312026-05-01

MRNA MODERNA INC214 shares-30.97%2026-03-312026-05-01

IRM IRON MTN INC DEL105 shares7.14%2026-03-312026-05-01

PYPL PAYPAL HLDGS INC237 shares5.33%2026-03-312026-05-01

VLTO VERALTO CORP121 shares72.86%2026-03-312026-05-01

TRMB TRIMBLE INC162 shares157.14%2026-03-312026-05-01

AVT AVNET INC169 shares60.95%2026-03-312026-05-01

Sponsored

KMI KINDER MORGAN INC DEL310 shares0.00%2026-03-312026-05-01

TXG 10X GENOMICS INC488 shares0.00%2026-03-312026-05-01

IQV IQVIA HLDGS INC80 shares-1.23%2026-03-312026-05-01

NOV NOV INC547 shares1016.33%2026-03-312026-05-01

ARKW ARK ETF TR85 shares0.00%2026-03-312026-05-01

NNE NANO NUCLEAR ENERGY INC500 sharesnew addition2026-03-312026-05-01

GIS GENERAL MILLS INC274 shares4.98%2026-03-312026-05-01

BXP BXP INC194 shares203.13%2026-03-312026-05-01

Sponsored

O REALTY INCOME CORP166 shares304.88%2026-03-312026-05-01

WBS WEBSTER FINL CORP146 shares32.73%2026-03-312026-05-01

DOC HEALTHPEAK PROPERTIES INC612 shares192.82%2026-03-312026-05-01

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC43 shares-2.27%2026-03-312026-05-01

DOW DOW HLDGS INC240 shares-21.31%2026-03-312026-05-01

SLB SLB LIMITED194 shares60.33%2026-03-312026-05-01

PEG PUBLIC SVC ENTERPRISE GROUP123 shares0.82%2026-03-312026-05-01

ACGL ARCH CAP GROUP LTD102 shares-0.97%2026-03-312026-05-01

Sponsored

AXON AXON ENTERPRISE INC23 shares9.52%2026-03-312026-05-01

LH LABCORP HOLDINGS INC36 shares12.50%2026-03-312026-05-01

NDSN NORDSON CORP36 shares5.88%2026-03-312026-05-01

GM GENERAL MTRS CO127 shares-16.45%2026-03-312026-05-01

TAP MOLSON COORS BEVERAGE CO218 shares107.62%2026-03-312026-05-01

ABNB AIRBNB INC74 shares39.62%2026-03-312026-05-01

GL GLOBE LIFE INC67 shares0.00%2026-03-312026-05-01

SRE SEMPRA96 shares7.87%2026-03-312026-05-01

Sponsored

WSM WILLIAMS SONOMA INC51 shares0.00%2026-03-312026-05-01

DT DYNATRACE INC251 shares1468.75%2026-03-312026-05-01

ACHR ARCHER AVIATION INC1.8K shares0.00%2026-03-312026-05-01

THG HANOVER INS GROUP INC53 shares112.00%2026-03-312026-05-01

APA CORPORATION APA CORPORATION215 shares53.57%2026-03-312026-05-01

AJG GALLAGHER ARTHUR J & CO42 shares110.00%2026-03-312026-05-01

KDP KEURIG DR PEPPER INC344 shares31.30%2026-03-312026-05-01

EPR EPR PPTYS181 shares722.73%2026-03-312026-05-01

Sponsored

SPG SIMON PPTY GROUP INC NEW48 shares-21.31%2026-03-312026-05-01

VTR VENTAS INC109 shares32.93%2026-03-312026-05-01

OVV OVINTIV INC150 sharesnew addition2026-03-312026-05-01

CARR CARRIER GLOBAL CORPORATION158 shares116.44%2026-03-312026-05-01

ASTRAZENECA PLC ASTRAZENECA PLC45 sharesnew addition2026-03-312026-05-01

ADSK AUTODESK INC37 shares-61.05%2026-03-312026-05-01

STLD STEEL DYNAMICS INC49 shares36.11%2026-03-312026-05-01

DG DOLLAR GEN CORP74 shares0.00%2026-03-312026-05-01

Sponsored

ETR ENTERGY CORP NEW78 shares8.33%2026-03-312026-05-01

AON PLC AON PLC27 shares28.57%2026-03-312026-05-01

SPDR SERIES TRUST SPDR SERIES TRUST91 shares-8.08%2026-03-312026-05-01

CMG CHIPOTLE MEXICAN GRILL INC272 shares126.67%2026-03-312026-05-01

VGIT VANGUARD SCOTTSDALE FDS144 shares0.00%2026-03-312026-05-01

FAST FASTENAL CO184 shares47.20%2026-03-312026-05-01

SJM SMUCKER J M CO88 shares-38.46%2026-03-312026-05-01

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC119 shares376.00%2026-03-312026-05-01

Sponsored

SNX TD SYNNEX CORPORATION50 shares194.12%2026-03-312026-05-01

TFC TRUIST FINL CORP183 shares0.00%2026-03-312026-05-01

UHS UNIVERSAL HLTH SVCS INC47 shares67.86%2026-03-312026-05-01

STZ CONSTELLATION BRANDS INC56 shares16.67%2026-03-312026-05-01

EXR EXTRA SPACE STORAGE INC64 shares357.14%2026-03-312026-05-01

OXY OCCIDENTAL PETE CORP129 shares268.57%2026-03-312026-05-01

DHI D R HORTON INC61 shares90.63%2026-03-312026-05-01

RGA REINSURANCE GROUP AMER INC41 shares1266.67%2026-03-312026-05-01

Sponsored

KRC KILROY REALTY CORP291 shares627.50%2026-03-312026-05-01

HUM HUMANA INC48 shares9.09%2026-03-312026-05-01

PCAR PACCAR INC72 shares84.62%2026-03-312026-05-01

CHD CHURCH & DWIGHT CO INC89 shares17.11%2026-03-312026-05-01

RMD RESMED INC37 shares-5.13%2026-03-312026-05-01

UTHR UNITED THERAPEUTICS CORP DEL14 shares0.00%2026-03-312026-05-01

GWRE GUIDEWIRE SOFTWARE INC55 shares161.90%2026-03-312026-05-01

NI NISOURCE INC176 shares0.00%2026-03-312026-05-01

Sponsored

SWKS SKYWORKS SOLUTIONS INC152 shares462.96%2026-03-312026-05-01

MKC MCCORMICK & CO INC161 shares-52.51%2026-03-312026-05-01

GRMN GARMIN LTD35 shares40.00%2026-03-312026-05-01

TTWO TAKE-TWO INTERACTIVE SOFTWAR41 shares78.26%2026-03-312026-05-01

INVESCO QQQ TR

3.24%

Shares45.6K

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

-2.37%

Shares25.8K

Event2026-03-31

Filed2026-05-01

GNR

SPDR INDEX SHS FDS

-2.77%

Shares203.2K

Event2026-03-31

Filed2026-05-01

FBND

FIDELITY MERRIMACK STR TR

3.83%

Shares195.8K

Event2026-03-31

Filed2026-05-01

IWB

ISHARES TR

-0.15%

Shares16.7K

Event2026-03-31

Filed2026-05-01

IHDG

WISDOMTREE TR

-0.45%

Shares86.5K

Event2026-03-31

Filed2026-05-01

IJH

ISHARES TR

-1.71%

Shares58.2K

Event2026-03-31

Filed2026-05-01

SCHD

SCHWAB STRATEGIC TR

0.11%

Shares124.7K

Event2026-03-31

Filed2026-05-01

MINT

PIMCO ETF TR

1.64%

Shares35.4K

Event2026-03-31

Filed2026-05-01

MBB

ISHARES TR

1.12%

Shares35.9K

Event2026-03-31

Filed2026-05-01

HSCZ

ISHARES TR

-2.75%

Shares81.5K

Event2026-03-31

Filed2026-05-01

SCHB

SCHWAB STRATEGIC TR

-0.07%

Shares122.1K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

-9.24%

Shares10.6K

Event2026-03-31

Filed2026-05-01

SDY

SPDR SERIES TRUST

9.13%

Shares17.7K

Event2026-03-31

Filed2026-05-01

JEPI

J P MORGAN EXCHANGE TRADED F

2.63%

Shares45.6K

Event2026-03-31

Filed2026-05-01

ISHARES GOLD TR

-0.11%

Shares28.3K

Event2026-03-31

Filed2026-05-01

IGE

ISHARES TR

-5.13%

Shares39.6K

Event2026-03-31

Filed2026-05-01

DBEM

DBX ETF TR

-7.60%

Shares71.2K

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

-2.58%

Shares3.1K

Event2026-03-31

Filed2026-05-01

FREL

FIDELITY COVINGTON TRUST

5.32%

Shares74.2K

Event2026-03-31

Filed2026-05-01

ECBK

ECB BANCORP INC

0.00%

Shares118.9K

Event2026-03-31

Filed2026-05-01

IVE

ISHARES TR

0.06%

Shares8.9K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

8.91%

Shares4.8K

Event2026-03-31

Filed2026-05-01

TSLA

TESLA INC

11.87%

Shares4.8K

Event2026-03-31

Filed2026-05-01

SCHG

SCHWAB STRATEGIC TR

0.67%

Shares60.6K

Event2026-03-31

Filed2026-05-01

AVUV

AMERICAN CENTY ETF TR

-2.21%

Shares15.5K

Event2026-03-31

Filed2026-05-01

VHT

VANGUARD WORLD FD

-1.31%

Shares5.4K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

10.36%

Shares8.2K

Event2026-03-31

Filed2026-05-01

QQEW

FIRST TR EXCHANGE-TRADED FD

2.29%

Shares9.8K

Event2026-03-31

Filed2026-05-01

FBCG

FIDELITY COVINGTON TRUST

-1.71%

Shares22.7K

Event2026-03-31

Filed2026-05-01

IAGG

ISHARES TR

1.34%

Shares22.2K

Event2026-03-31

Filed2026-05-01

SRLN

SSGA ACTIVE ETF TR

2.12%

Shares27.1K

Event2026-03-31

Filed2026-05-01

DIVO

AMPLIFY ETF TR

1.18%

Shares21.3K

Event2026-03-31

Filed2026-05-01

SCHV

SCHWAB STRATEGIC TR

0.26%

Shares30.8K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

-0.96%

Shares3.1K

Event2026-03-31

Filed2026-05-01

MDY

STATE STR SPDR S&P MIDCAP 40

-7.49%

Shares1.4K

Event2026-03-31

Filed2026-05-01

XOM

EXXON MOBIL CORP

1.13%

Shares5.2K

Event2026-03-31

Filed2026-05-01

USMV

ISHARES TR

0.02%

Shares9.2K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

15.07%

Shares2.9K

Event2026-03-31

Filed2026-05-01

SCHM

SCHWAB STRATEGIC TR

2.27%

Shares26.3K

Event2026-03-31

Filed2026-05-01

SPMD

SPDR SERIES TRUST

0.31%

Shares13.7K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

7.35%

Shares3.9K

Event2026-03-31

Filed2026-05-01

IWM

ISHARES TR

0.09%

Shares3.2K

Event2026-03-31

Filed2026-05-01

VEA

VANGUARD TAX-MANAGED FDS

4.87%

Shares12.3K

Event2026-03-31

Filed2026-05-01

TOTL

SSGA ACTIVE ETF TR

-8.27%

Shares18.7K

Event2026-03-31

Filed2026-05-01

IUSV

ISHARES TR

5.78%

Shares7.2K

Event2026-03-31

Filed2026-05-01

IBM

INTERNATIONAL BUSINESS MACHS

-0.14%

Shares2.9K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

-12.47%

Shares2.2K

Event2026-03-31

Filed2026-05-01

VTI

VANGUARD INDEX FDS

76.08%

Shares2.0K

Event2026-03-31

Filed2026-05-01

INDB

INDEPENDENT BK CORP MASS

3.22%

Shares8.3K

Event2026-03-31

Filed2026-05-01

IYH

ISHARES TR

0.25%

Shares10.1K

Event2026-03-31

Filed2026-05-01

BND

VANGUARD BD INDEX FDS

-3.20%

Shares8.2K

Event2026-03-31

Filed2026-05-01

SRTS

SENSUS HEALTHCARE INC

1.35%

Shares150.5K

Event2026-03-31

Filed2026-05-01

SCHE

SCHWAB STRATEGIC TR

-0.36%

Shares18.0K

Event2026-03-31

Filed2026-05-01

NVS

NOVARTIS AG

1.76%

Shares3.4K

Event2026-03-31

Filed2026-05-01

VIG

VANGUARD SPECIALIZED FUNDS

-3.93%

Shares2.4K

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

-6.03%

Shares2.1K

Event2026-03-31

Filed2026-05-01

EVERSOURCE ENERGY

4.76%

Shares7.0K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

5.98%

Shares939

Event2026-03-31

Filed2026-05-01

COST

COSTCO WHOLESALE CORPORATION

253.54%

Shares449

Event2026-03-31

Filed2026-05-01

PROCTER & GAMBLE CO

-10.25%

Shares3.0K

Event2026-03-31

Filed2026-05-01