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The Analysis of Smith Salley Wealth Management's Holdings & P&L

Currently, Smith Salley Wealth Management holds 267 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in N/A (+68.9K shares, valued at $13.6M), N/A (+29.0K shares, valued at $9.0M), SPHY (+181.7K shares, valued at $4.2M); decreased their positions in ASML (-3.6K shares, valued at $4.7M), ENB (-50.1K shares, valued at $2.7M), VYM (-17.5K shares, valued at $2.6M); initiated new positions in N/A (+68.9K shares, valued at $13.6M), SPHY (+181.7K shares, valued at $4.2M), KMI (+49.5K shares, valued at $1.7M).

1M P&L

+50.7M+2.87%

3M P&L

+12.7M+0.70%

HY P&L

+105.6M+6.17%

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

1Semiconductors211.7M

12.9%

2N/A156.4M

9.5%

3Consumer Electronics105.7M

6.5%

Top Industries by Stock Count

1N/A83 stocks

34.4%

2Semiconductors8 stocks

3.3%

3Aerospace & Defense8 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION776.1K shares-0.22%2026-03-312026-04-16

AAPL APPLE INC416.5K shares0.60%2026-03-312026-04-16

MSFT MICROSOFT CORP241.1K shares1.59%2026-03-312026-04-16

ALPHABET INC ALPHABET INC278.3K shares0.90%2026-03-312026-04-16

AMZN AMAZON COM INC281.0K shares2.54%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL102.5K shares1.16%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO161.1K shares1.73%2026-03-312026-04-16

META META PLATFORMS INC80.6K shares2.06%2026-03-312026-04-16

Sponsored

TJX TJX COS INC NEW281.0K shares1.22%2026-03-312026-04-16

RTX RTX CORPORATION214.0K shares2.72%2026-03-312026-04-16

BROADCOM INC BROADCOM INC125.5K shares29.99%2026-03-312026-04-16

V VISA INC120.7K shares2.01%2026-03-312026-04-16

ADI ANALOG DEVICES INC110.5K shares1.05%2026-03-312026-04-16

ABBV ABBVIE INC160.8K shares2.17%2026-03-312026-04-16

ASML ASML HLDG NV26.2K shares-12.03%2026-03-312026-04-16

NEE NEXTERA ENERGY INC363.8K shares2.63%2026-03-312026-04-16

Sponsored

LOW LOWES COS INC134.9K shares1.42%2026-03-312026-04-16

TMO THERMO FISHER SCIENTIFIC INC59.4K shares1.14%2026-03-312026-04-16

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC287.6K shares1.14%2026-03-312026-04-16

LINDE PLC LINDE PLC54.6K shares3.61%2026-03-312026-04-16

BN BROOKFIELD CORP657.5K shares1.01%2026-03-312026-04-16

CVX CHEVRON CORPORATION126.9K shares3.42%2026-03-312026-04-16

MA MASTERCARD INCORPORATED50.8K shares0.27%2026-03-312026-04-16

ARISTA NETWORKS INC ARISTA NETWORKS INC198.0K shares1.88%2026-03-312026-04-16

Sponsored

PG PROCTER & GAMBLE CO163.7K shares3.79%2026-03-312026-04-16

AME AMETEK INC109.0K shares0.96%2026-03-312026-04-16

CW CURTISS WRIGHT CORP33.1K shares0.89%2026-03-312026-04-16

CASY CASEYS GEN STORES INC30.7K shares0.95%2026-03-312026-04-16

ALPHABET INC ALPHABET INC76.6K shares0.90%2026-03-312026-04-16

ABT ABBOTT LABORATORIES189.6K shares1.31%2026-03-312026-04-16

PEP PEPSICO INC125.2K shares3.77%2026-03-312026-04-16

LLY ELI LILLY & CO21.0K shares-0.03%2026-03-312026-04-16

Sponsored

UNP UNION PAC CORP73.6K shares3.22%2026-03-312026-04-16

MKL MARKEL GROUP INC9.2K shares0.77%2026-03-312026-04-16

MU MICRON TECHNOLOGY INC50.4K shares-2.68%2026-03-312026-04-16

SPGI S&P GLOBAL INC39.1K shares1.36%2026-03-312026-04-16

PNC PNC FINL SVCS GROUP INC79.7K shares2.18%2026-03-312026-04-16

NXPI NXP SEMICONDUCTORS N V82.1K shares0.67%2026-03-312026-04-16

MBB ISHARES TR164.7K shares6.42%2026-03-312026-04-16

XOM EXXON MOBIL CORP86.1K shares5.31%2026-03-312026-04-16

Sponsored

NOC NORTHROP GRUMMAN CORP21.4K shares0.95%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON57.8K shares4.05%2026-03-312026-04-16

MEDTRONIC PLC MEDTRONIC PLC162.6K shares1.44%2026-03-312026-04-16

ASTRAZENECA PLC ASTRAZENECA PLC68.9K sharesnew addition2026-03-312026-04-16

IGSB ISHARES TR250.1K shares6.68%2026-03-312026-04-16

CAT CATERPILLAR INC17.4K shares9.51%2026-03-312026-04-16

CMI CUMMINS INC22.5K shares3.31%2026-03-312026-04-16

APH AMPHENOL CORP95.3K shares6.17%2026-03-312026-04-16

Sponsored

ROP ROPER TECHNOLOGIES INC34.0K shares0.95%2026-03-312026-04-16

ELV ELEVANCE HEALTH INC FORMERLY39.5K shares3.72%2026-03-312026-04-16

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND56.3K shares3.04%2026-03-312026-04-16

CL COLGATE PALMOLIVE CO125.4K shares7.69%2026-03-312026-04-16

IEFA ISHARES TR116.8K shares3.89%2026-03-312026-04-16

WMT WALMART INC84.4K shares-3.11%2026-03-312026-04-16

IGIB ISHARES TR185.7K shares37.33%2026-03-312026-04-16

XYL XYLEM INC81.3K shares0.95%2026-03-312026-04-16

Sponsored

FTEC FIDELITY COVINGTON TRUST45.8K shares1.64%2026-03-312026-04-16

TDG TRANSDIGM GROUP INC8.1K shares1.69%2026-03-312026-04-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW59.4K shares4.57%2026-03-312026-04-16

BAC BANK AMERICA CORP156.9K shares5.57%2026-03-312026-04-16

SHYG ISHARES TR175.4K shares64.11%2026-03-312026-04-16

HD HOME DEPOT INC21.5K shares2.10%2026-03-312026-04-16

EATON CORP PLC EATON CORP PLC18.9K shares11.84%2026-03-312026-04-16

KO COCA COLA CO88.8K shares6.63%2026-03-312026-04-16

Sponsored

FBNC FIRST BANCORP N C110.6K shares0.00%2026-03-312026-04-16

VTI VANGUARD INDEX FDS18.8K shares34.75%2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS24.4K shares8.91%2026-03-312026-04-16

CSCO CISCO SYS INC76.2K shares3.91%2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC43.9K shares14.22%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T8.1K shares-32.47%2026-03-312026-04-16

TLT ISHARES TR60.9K shares-21.59%2026-03-312026-04-16

IEMG ISHARES INC72.6K shares4.82%2026-03-312026-04-16

Sponsored

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD113.1K shares0.37%2026-03-312026-04-16

VRT VERTIV HOLDINGS CO19.8K shares-12.79%2026-03-312026-04-16

MS MORGAN STANLEY29.5K shares6.13%2026-03-312026-04-16

MCO MOODYS CORP10.8K shares0.26%2026-03-312026-04-16

T AT&T INC156.5K shares7.16%2026-03-312026-04-16

VGT VANGUARD WORLD FD6.3K shares-0.93%2026-03-312026-04-16

UNH UNITEDHEALTH GROUP INC15.8K shares-4.71%2026-03-312026-04-16

SPHY SPDR SERIES TRUST181.7K sharesnew addition2026-03-312026-04-16

Sponsored

FNCL FIDELITY COVINGTON TRUST60.3K shares7.09%2026-03-312026-04-16

COP CONOCOPHILLIPS31.4K shares15.17%2026-03-312026-04-16

MCD MCDONALDS CORP13.1K shares6.88%2026-03-312026-04-16

BLACKROCK INC BLACKROCK INC4.2K shares10.34%2026-03-312026-04-16

FCOM FIDELITY COVINGTON TRUST58.7K shares1.38%2026-03-312026-04-16

AEP AMERICAN ELEC PWR CO INC30.5K shares3.28%2026-03-312026-04-16

TXN TEXAS INSTRS INC20.4K shares6.39%2026-03-312026-04-16

AXP AMERICAN EXPRESS CO12.9K shares-0.01%2026-03-312026-04-16

Sponsored

AMGN AMGEN INC11.1K shares2.93%2026-03-312026-04-16

SBUX STARBUCKS CORP41.8K shares8.06%2026-03-312026-04-16

WFC WELLS FARGO & CO46.1K shares4.05%2026-03-312026-04-16

CB CHUBB LTD SWITZ10.0K shares4.35%2026-03-312026-04-16

TSLA TESLA INC8.6K shares7.00%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR5.4K shares-12.68%2026-03-312026-04-16

FHLC FIDELITY COVINGTON TRUST44.1K shares1.57%2026-03-312026-04-16

HON HONEYWELL INTL INC13.6K shares2.83%2026-03-312026-04-16

Sponsored

AMAT APPLIED MATLS INC9.0K shares9.15%2026-03-312026-04-16

CRM SALESFORCE INC16.0K shares10.85%2026-03-312026-04-16

MELI MERCADOLIBRE INC1.7K shares3.91%2026-03-312026-04-16

ISRG INTUITIVE SURGICAL INC6.3K shares4.18%2026-03-312026-04-16

VUG VANGUARD INDEX FDS6.5K shares3.48%2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T59.3K shares0.00%2026-03-312026-04-16

BKNG BOOKING HOLDINGS INC659 shares9.29%2026-03-312026-04-16

QCOM QUALCOMM INC21.2K shares3.11%2026-03-312026-04-16

Sponsored

FIDU FIDELITY COVINGTON TRUST31.2K shares1.75%2026-03-312026-04-16

NFLX NETFLIX INC.27.6K shares6.80%2026-03-312026-04-16

CME CME GROUP INC8.8K shares3.22%2026-03-312026-04-16

PM PHILIP MORRIS INTL INC15.2K shares249.92%2026-03-312026-04-16

NOW SERVICENOW INC23.3K shares32.76%2026-03-312026-04-16

TRV TRAVELERS COMPANIES INC8.2K shares4.44%2026-03-312026-04-16

HBAN HUNTINGTON BANCSHARES INC152.9K shares-15.22%2026-03-312026-04-16

LHX L3HARRIS TECHNOLOGIES INC6.9K shares9.59%2026-03-312026-04-16

Sponsored

PGR PROGRESSIVE CORP11.7K shares12.61%2026-03-312026-04-16

GS GOLDMAN SACHS GROUP INC2.7K shares6.60%2026-03-312026-04-16

JCI JOHNSON CONTROLS INTERNATION17.5K shares5.55%2026-03-312026-04-16

FDIS FIDELITY COVINGTON TRUST24.5K shares1.29%2026-03-312026-04-16

VIG VANGUARD SPECIALIZED FUNDS10.4K shares-3.85%2026-03-312026-04-16

VZ VERIZON COMMUNICATIONS INC44.7K shares9.10%2026-03-312026-04-16

AUB ATLANTIC UN BANKSHARES CORP62.1K shares-0.02%2026-03-312026-04-16

IQV IQVIA HLDGS INC13.0K shares0.55%2026-03-312026-04-16

Sponsored

DLR DIGITAL RLTY TR INC12.2K shares1.60%2026-03-312026-04-16

ECL ECOLAB INC7.9K shares1.38%2026-03-312026-04-16

IVV ISHARES TR3.1K shares0.13%2026-03-312026-04-16

BLACKSTONE INC BLACKSTONE INC17.5K shares20.13%2026-03-312026-04-16

APD AIR PRODUCTS AND CHEMICALS I6.7K shares7.73%2026-03-312026-04-16

EMR EMERSON ELEC CO14.8K shares169.50%2026-03-312026-04-16

CBRE CBRE GROUP INC13.9K shares9.23%2026-03-312026-04-16

PH PARKER-HANNIFIN CORP2.0K shares10.81%2026-03-312026-04-16

Sponsored

SYK STRYKER CORPORATION5.5K shares6.30%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS2.9K shares-9.81%2026-03-312026-04-16

KMI KINDER MORGAN INC DEL49.5K sharesnew addition2026-03-312026-04-16

FENY FIDELITY COVINGTON TRUST48.7K shares1.38%2026-03-312026-04-16

SNPS SYNOPSYS INC4.0K shares19.61%2026-03-312026-04-16

MAR MARRIOTT INTL INC NEW4.5K shares-6.09%2026-03-312026-04-16

VEA VANGUARD TAX-MANAGED FDS22.5K shares5.87%2026-03-312026-04-16

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D757 shares0.00%2026-03-312026-04-16

Sponsored

XLF SELECT SECTOR SPDR TR27.8K shares0.55%2026-03-312026-04-16

PLD PROLOGIS INC.10.1K shares3.82%2026-03-312026-04-16

IWF ISHARES TR3.1K shares-49.68%2026-03-312026-04-16

XLV SELECT SECTOR SPDR TR8.7K shares-2.29%2026-03-312026-04-16

LRGF ISHARES TR18.8K shares-1.78%2026-03-312026-04-16

FSTA FIDELITY COVINGTON TRUST23.7K shares1.57%2026-03-312026-04-16

IWV ISHARES TR3.2K shares-1.33%2026-03-312026-04-16

MMC MARSH & MCLENNAN COS INC6.8K shares22.73%2026-03-312026-04-16

Sponsored

IWP ISHARES TR8.4K shares0.14%2026-03-312026-04-16

XLI SELECT SECTOR SPDR TR6.7K shares-2.11%2026-03-312026-04-16

SCHB SCHWAB STRATEGIC TR42.9K shares-2.37%2026-03-312026-04-16

XLK SELECT SECTOR SPDR TR8.0K shares9.00%2026-03-312026-04-16

WMB WILLIAMS COS INC14.4K sharesnew addition2026-03-312026-04-16

XLY SELECT SECTOR SPDR TR9.4K shares0.00%2026-03-312026-04-16

SO SOUTHERN CO10.5K shares-0.85%2026-03-312026-04-16

ENB ENBRIDGE INC18.5K shares-72.97%2026-03-312026-04-16

Sponsored

NKE NIKE INC18.6K shares13.42%2026-03-312026-04-16

TSM TAIWAN SEMICONDUCTOR MANUFAC2.9K shares13.53%2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T20.7K shares0.00%2026-03-312026-04-16

YUM YUM BRANDS INC6.0K shares0.00%2026-03-312026-04-16

INTU INTUIT2.2K shares-0.23%2026-03-312026-04-16

SCHX SCHWAB STRATEGIC TR35.8K shares-0.17%2026-03-312026-04-16

VYM VANGUARD WHITEHALL FDS6.1K shares-74.10%2026-03-312026-04-16

TSCO TRACTOR SUPPLY CO19.8K shares10.79%2026-03-312026-04-16

Sponsored

KLAC KLA CORP604 shares-4.43%2026-03-312026-04-16

IWM ISHARES TR3.3K shares-8.75%2026-03-312026-04-16

FUTY FIDELITY COVINGTON TRUST13.6K shares1.26%2026-03-312026-04-16

FMAT FIDELITY COVINGTON TRUST13.7K shares1.69%2026-03-312026-04-16

NTRS NORTHERN TR CORP5.6K shares0.00%2026-03-312026-04-16

TFC TRUIST FINL CORP16.9K shares-4.63%2026-03-312026-04-16

IWR ISHARES TR8.0K shares-1.38%2026-03-312026-04-16

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-16

Sponsored

USB US BANCORP13.6K shares-1.94%2026-03-312026-04-16

CSX CSX CORP17.0K shares0.00%2026-03-312026-04-16

IWB ISHARES TR1.9K shares0.00%2026-03-312026-04-16

NDAQ NASDAQ INC7.9K shares-6.15%2026-03-312026-04-16

VLO VALERO ENERGY CORP2.7K shares3.84%2026-03-312026-04-16

VEU VANGUARD INTL EQUITY INDEX F8.8K shares65.03%2026-03-312026-04-16

GLW CORNING INC4.9K shares-4.25%2026-03-312026-04-16

CVS CVS HEALTH CORP9.1K shares-0.20%2026-03-312026-04-16

Sponsored

BMY BRISTOL-MYERS SQUIBB CO10.5K shares-0.97%2026-03-312026-04-16

MO ALTRIA GROUP INC9.6K shares24.25%2026-03-312026-04-16

CRWD CROWDSTRIKE HLDGS INC1.6K shares4.22%2026-03-312026-04-16

MPC MARATHON PETE CORP2.5K shares2.77%2026-03-312026-04-16

NVS NOVARTIS AG3.9K shares14.74%2026-03-312026-04-16

NSC NORFOLK SOUTHN CORP2.0K shares-3.67%2026-03-312026-04-16

VHT VANGUARD WORLD FD2.0K shares-1.11%2026-03-312026-04-16

GL GLOBE LIFE INC3.6K shares0.00%2026-03-312026-04-16

Sponsored

ORCL ORACLE CORP3.4K shares-2.14%2026-03-312026-04-16

TYL TYLER TECHNOLOGIES INC1.4K shares0.00%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION492 shares-11.19%2026-03-312026-04-16

SCHV SCHWAB STRATEGIC TR16.0K shares0.00%2026-03-312026-04-16

GE AEROSPACE GE AEROSPACE1.7K shares-3.76%2026-03-312026-04-16

IJH ISHARES TR7.1K shares-1.73%2026-03-312026-04-16

AFL AFLAC INC4.3K shares9.38%2026-03-312026-04-16

GEV GE VERNOVA INC538 shares-2.71%2026-03-312026-04-16

Sponsored

FREL FIDELITY COVINGTON TRUST16.9K shares1.01%2026-03-312026-04-16

BEAT HEARTBEAM INC367.6K shares0.00%2026-03-312026-04-16

PLTR PALANTIR TECHNOLOGIES INC3.1K shares-9.00%2026-03-312026-04-16

VWO VANGUARD INTL EQUITY INDEX F8.2K shares0.00%2026-03-312026-04-16

VOOG VANGUARD ADMIRAL FDS INC1.1K shares0.00%2026-03-312026-04-16

XLG INVESCO EXCHANGE TRADED FD T7.8K shares0.18%2026-03-312026-04-16

WPM WHEATON PRECIOUS METALS CORP3.1K shares0.00%2026-03-312026-04-16

VO VANGUARD INDEX FDS1.4K shares0.07%2026-03-312026-04-16

Sponsored

IWO ISHARES TR1.3K shares11.28%2026-03-312026-04-16

FNDX SCHWAB STRATEGIC TR14.3K shares-10.43%2026-03-312026-04-16

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.2K shares19.01%2026-03-312026-04-16

SCHG SCHWAB STRATEGIC TR13.2K shares-5.87%2026-03-312026-04-16

PPG PPG INDS INC3.5K shares0.00%2026-03-312026-04-16

SCHD SCHWAB STRATEGIC TR12.2K shares-26.08%2026-03-312026-04-16

VT VANGUARD INTL EQUITY INDEX F2.6K shares0.00%2026-03-312026-04-16

CALM CAL MAINE FOODS INC4.6K shares0.00%2026-03-312026-04-16

Sponsored

ALL ALLSTATE CORP1.7K shares-6.35%2026-03-312026-04-16

UPS UNITED PARCEL SVCS INC3.6K sharesnew addition2026-03-312026-04-16

AMD ADVANCED MICRO DEVICES INC1.8K shares6.02%2026-03-312026-04-16

PHM PULTE GROUP INC3.0K shares0.00%2026-03-312026-04-16

DFUV DIMENSIONAL ETF TRUST7.3K shares0.00%2026-03-312026-04-16

DE DEERE & CO606 shares-3.19%2026-03-312026-04-16

HDV ISHARES TR2.5K shares0.56%2026-03-312026-04-16

VTV VANGUARD INDEX FDS1.7K shares-13.12%2026-03-312026-04-16

Sponsored

IWD ISHARES TR1.5K shares0.92%2026-03-312026-04-16

XHB SPDR SERIES TRUST3.2K shares0.00%2026-03-312026-04-16

SPDW SPDR INDEX SHS FDS6.9K shares0.00%2026-03-312026-04-16

SMH VANECK ETF TRUST817 shares8.07%2026-03-312026-04-16

XLP SELECT SECTOR SPDR TR3.7K shares-0.66%2026-03-312026-04-16

SHOP SHOPIFY INC2.6K shares-0.88%2026-03-312026-04-16

BIL SPDR SERIES TRUST3.3K shares30.01%2026-03-312026-04-16

DIA STATE STR SPDR DOW JONES IND655 shares0.00%2026-03-312026-04-16

Sponsored

IJS ISHARES TR2.5K shares-6.64%2026-03-312026-04-16

LOB LIVE OAK BANCSHARES INC9.0K shares0.00%2026-03-312026-04-16

EFA ISHARES TR3.0K shares0.67%2026-03-312026-04-16

SCHF SCHWAB STRATEGIC TR11.7K shares-2.78%2026-03-312026-04-16

ITOT ISHARES TR2.0K shares0.00%2026-03-312026-04-16

GLDM WORLD GOLD TR2.9K sharesnew addition2026-03-312026-04-16

IWN ISHARES TR1.4K shares0.00%2026-03-312026-04-16

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.6K shares-65.36%2026-03-312026-04-16

Sponsored

EPD ENTERPRISE PRODS PARTNERS L7.0K shares0.23%2026-03-312026-04-16

BA BOEING CO1.3K shares-4.70%2026-03-312026-04-16

KMB KIMBERLY-CLARK CORP2.7K shares0.00%2026-03-312026-04-16

GLD SPDR GOLD TR606 shares-3.19%2026-03-312026-04-16

FNDA SCHWAB STRATEGIC TR8.0K shares-3.32%2026-03-312026-04-16

VCR VANGUARD WORLD FD722 shares-1.37%2026-03-312026-04-16

LAM RESEARCH CORP LAM RESEARCH CORP1.2K shares0.00%2026-03-312026-04-16

SDY SPDR SERIES TRUST1.7K shares0.00%2026-03-312026-04-16

Sponsored

J JACOBS SOLUTIONS INC2.0K shares0.00%2026-03-312026-04-16

AHR AMERICAN HEALTHCARE REIT INC5.2K shares0.00%2026-03-312026-04-16

SHW SHERWIN WILLIAMS CO753 sharesnew addition2026-03-312026-04-16

RGLD ROYAL GOLD INC938 shares0.00%2026-03-312026-04-16

CINF CINCINNATI FINL CORP1.5K sharesnew addition2026-03-312026-04-16

FDN FIRST TR EXCHANGE-TRADED FD1.0K shares0.00%2026-03-312026-04-16

DAL DELTA AIR LINES INC3.5K shares-0.14%2026-03-312026-04-16

PANW PALO ALTO NETWORKS INC1.4K shares-9.51%2026-03-312026-04-16

Sponsored

ESLT ELBIT SYS LTD270 sharesnew addition2026-03-312026-04-16

VAW VANGUARD WORLD FD1.0K shares0.00%2026-03-312026-04-16

RSPT INVESCO EXCHANGE TRADED FD T801 shares0.00%2026-03-312026-04-16

LNT ALLIANT ENERGY CORP3.1K shares0.00%2026-03-312026-04-16

VBR VANGUARD INDEX FDS1.0K shares0.00%2026-03-312026-04-16

RY ROYAL BK CDA1.4K shares0.00%2026-03-312026-04-16

VV VANGUARD INDEX FDS738 shares-3.15%2026-03-312026-04-16

FNV FRANCO NEV CORP888 sharesnew addition2026-03-312026-04-16

Sponsored

CEG CONSTELLATION ENERGY CORP783 shares-0.13%2026-03-312026-04-16

VBK VANGUARD INDEX FDS720 shares0.00%2026-03-312026-04-16

OR ROYALTIES INC. OR ROYALTIES INC.5.7K shares0.00%2026-03-312026-04-16

IYH ISHARES TR3.5K shares0.00%2026-03-312026-04-16

SNDK SANDISK CORP334 sharesnew addition2026-03-312026-04-16

LMT LOCKHEED MARTIN CORP351 shares-67.07%2026-03-312026-04-16

LNC LINCOLN NATL CORP IND5.9K shares0.00%2026-03-312026-04-16

GILD GILEAD SCIENCES INC1.5K sharesnew addition2026-03-312026-04-16

Sponsored

DHR DANAHER CORP DEL1.1K shares-1.00%2026-03-312026-04-16

SHV ISHARES TR1.8K shares0.00%2026-03-312026-04-16

LUMN LUMEN TECHNOLOGIES INC17.9K shares-0.01%2026-03-312026-04-16

NVDA

NVIDIA CORPORATION

-0.22%

Shares776.1K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

0.60%

Shares416.5K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

1.59%

Shares241.1K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

0.90%

Shares278.3K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

2.54%

Shares281.0K

Event2026-03-31

Filed2026-04-16

BERKSHIRE HATHAWAY INC DEL

1.16%

Shares102.5K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

1.73%

Shares161.1K

Event2026-03-31

Filed2026-04-16