Sponsored

The Analysis of SMITHBRIDGE ASSET MANAGEMENT INC/DE's Holdings & P&L

Currently, SMITHBRIDGE ASSET MANAGEMENT INC/DE holds 183 types of securities in its portfolio with a total value $674.2M. In the most recent quarter, they have increased their positions in VEA (+74.4K shares, valued at $4.8M), JPST (+84.3K shares, valued at $4.3M), IVV (+6.5K shares, valued at $4.2M); decreased their positions in AAPL (-92.5K shares, valued at $23.5M), VRT (-82.1K shares, valued at $20.6M), VCRB (-245.1K shares, valued at $19.0M); initiated new positions in JPST (+84.3K shares, valued at $4.3M), MUB (+34.4K shares, valued at $3.7M), AMD (+14.9K shares, valued at $3.0M).

1M P&L

+22.0M+3.39%

3M P&L

+22.1M+3.39%

HY P&L

+58.5M+9.53%

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/A241.7M

39.4%

2Drug Manufacturers - General34.6M

5.6%

3Consumer Electronics33.2M

5.4%

Top Industries by Stock Count

1N/A69 stocks

41.8%

2Drug Manufacturers - General6 stocks

3.6%

3Aerospace & Defense5 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC130.7K shares-41.43%2026-03-312026-04-24

NVDA NVIDIA CORPORATION134.7K shares-37.01%2026-03-312026-04-24

VCRB VANGUARD MALVERN FDS285.5K shares-46.20%2026-03-312026-04-24

MSFT MICROSOFT CORP59.0K shares-36.70%2026-03-312026-04-24

VRT VERTIV HOLDINGS CO77.9K shares-51.33%2026-03-312026-04-24

AMAT APPLIED MATLS INC54.9K shares-36.67%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T27.7K shares-48.99%2026-03-312026-04-24

JBND J P MORGAN EXCHANGE TRADED F328.0K shares-47.18%2026-03-312026-04-24

Sponsored

DIA STATE STR SPDR DOW JONES IND36.1K shares-49.89%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO52.1K shares-41.04%2026-03-312026-04-24

SCHG SCHWAB STRATEGIC TR525.0K shares-44.43%2026-03-312026-04-24

AMZN AMAZON COM INC68.1K shares-34.93%2026-03-312026-04-24

ALPHABET INC ALPHABET INC47.6K shares-47.83%2026-03-312026-04-24

RTX RTX CORPORATION70.2K shares-45.89%2026-03-312026-04-24

SCHD SCHWAB STRATEGIC TR426.5K shares-45.38%2026-03-312026-04-24

SPYV SPDR SERIES TRUST208.9K shares-44.53%2026-03-312026-04-24

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F246.5K shares-47.13%2026-03-312026-04-24

JIRE J P MORGAN EXCHANGE TRADED F146.8K shares-46.12%2026-03-312026-04-24

ALPHABET INC ALPHABET INC38.5K shares-16.11%2026-03-312026-04-24

TJX TJX COS INC NEW69.3K shares-50.38%2026-03-312026-04-24

IJH ISHARES TR160.3K shares-44.06%2026-03-312026-04-24

IEFA ISHARES TR118.8K shares-43.70%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON44.0K shares-48.40%2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC11.5K shares-31.25%2026-03-312026-04-24

Sponsored

IJR ISHARES TR68.1K shares-46.57%2026-03-312026-04-24

LMT LOCKHEED MARTIN CORP13.0K shares-49.88%2026-03-312026-04-24

HON HONEYWELL INTL INC33.8K shares-42.64%2026-03-312026-04-24

NVS NOVARTIS AG48.8K shares-50.13%2026-03-312026-04-24

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC64.9K shares-51.40%2026-03-312026-04-24

IVV ISHARES TR10.9K shares144.92%2026-03-312026-04-24

AJG GALLAGHER ARTHUR J & CO32.5K shares-50.00%2026-03-312026-04-24

ABBV ABBVIE INC31.6K shares-46.48%2026-03-312026-04-24

Sponsored

QCOM QUALCOMM INC50.9K shares-49.93%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS101.9K shares270.41%2026-03-312026-04-24

SYK STRYKER CORPORATION17.7K shares-49.60%2026-03-312026-04-24

LLY ELI LILLY & CO6.2K shares-51.20%2026-03-312026-04-24

PG PROCTER & GAMBLE CO38.7K shares-39.22%2026-03-312026-04-24

ECL ECOLAB INC20.5K shares-49.69%2026-03-312026-04-24

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND27.2K shares-49.64%2026-03-312026-04-24

MEDTRONIC PLC MEDTRONIC PLC62.0K shares-49.97%2026-03-312026-04-24

Sponsored

URI UNITED RENTALS INC6.9K shares-51.39%2026-03-312026-04-24

APP APPLOVIN CORP12.1K shares-51.99%2026-03-312026-04-24

ABT ABBOTT LABORATORIES46.6K shares-47.06%2026-03-312026-04-24

PEP PEPSICO INC30.5K shares-39.45%2026-03-312026-04-24

NFLX NETFLIX INC.46.0K shares-50.98%2026-03-312026-04-24

JPST J P MORGAN EXCHANGE TRADED F84.3K sharesnew addition2026-03-312026-04-24

ROK ROCKWELL AUTOMATION INC11.5K shares-50.24%2026-03-312026-04-24

MUB ISHARES TR34.4K sharesnew addition2026-03-312026-04-24

Sponsored

NVO NOVO-NORDISK A S99.0K shares-50.30%2026-03-312026-04-24

LH LABCORP HOLDINGS INC13.3K shares-49.79%2026-03-312026-04-24

FI FISERV INC63.6K shares-48.77%2026-03-312026-04-24

DE DEERE & CO6.2K shares49.82%2026-03-312026-04-24

PANW PALO ALTO NETWORKS INC20.5K shares-50.60%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION3.3K shares426.04%2026-03-312026-04-24

IEMG ISHARES INC46.5K shares-47.27%2026-03-312026-04-24

UNILEVER PLC UNILEVER PLC56.7K shares-50.21%2026-03-312026-04-24

Sponsored

AMD ADVANCED MICRO DEVICES INC14.9K sharesnew addition2026-03-312026-04-24

SCHW SCHWAB CHARLES CORP32.1K shares-50.73%2026-03-312026-04-24

EMXC ISHARES INC38.1K shares-47.73%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.0K shares226.74%2026-03-312026-04-24

TTWO TAKE-TWO INTERACTIVE SOFTWAR13.8K shares-50.44%2026-03-312026-04-24

VCRM VANGUARD MUN BD FDS34.4K shares-31.20%2026-03-312026-04-24

CNI CANADIAN NATL RY CO25.0K shares-55.28%2026-03-312026-04-24

VWO VANGUARD INTL EQUITY INDEX F47.3K sharesnew addition2026-03-312026-04-24

Sponsored

RCL ROYAL CARIBBEAN GROUP9.2K shares-51.01%2026-03-312026-04-24

EFA ISHARES TR25.3K sharesnew addition2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC8.7K shares-51.33%2026-03-312026-04-24

BLACKROCK INC BLACKROCK INC2.4K sharesnew addition2026-03-312026-04-24

MA MASTERCARD INCORPORATED4.4K shares-50.06%2026-03-312026-04-24

VB VANGUARD INDEX FDS8.1K sharesnew addition2026-03-312026-04-24

TMO THERMO FISHER SCIENTIFIC INC4.3K shares-50.17%2026-03-312026-04-24

JMUB J P MORGAN EXCHANGE TRADED F41.8K shares-29.10%2026-03-312026-04-24

Sponsored

VCSH VANGUARD SCOTTSDALE FDS26.2K shares-60.37%2026-03-312026-04-24

SEIC SEI INVTS CO26.2K shares-1.50%2026-03-312026-04-24

BA BOEING CO10.3K sharesnew addition2026-03-312026-04-24

IDCC INTERDIGITAL INC6.7K shares-57.59%2026-03-312026-04-24

VLO VALERO ENERGY CORP7.9K shares-51.76%2026-03-312026-04-24

VO VANGUARD INDEX FDS6.5K sharesnew addition2026-03-312026-04-24

SHW SHERWIN WILLIAMS CO5.8K shares-50.19%2026-03-312026-04-24

LINDE PLC LINDE PLC3.7K sharesnew addition2026-03-312026-04-24

Sponsored

CTVA CORTEVA INC21.8K sharesnew addition2026-03-312026-04-24

CITIGROUP INC CITIGROUP INC16.1K shares612.69%2026-03-312026-04-24

KMI KINDER MORGAN INC DEL54.3K shares-50.00%2026-03-312026-04-24

EMR EMERSON ELEC CO13.8K shares102.44%2026-03-312026-04-24

CSCO CISCO SYS INC23.1K shares333.36%2026-03-312026-04-24

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP5.2K shares-48.17%2026-03-312026-04-24

BND VANGUARD BD INDEX FDS24.0K sharesnew addition2026-03-312026-04-24

CVX CHEVRON CORPORATION8.2K shares-41.97%2026-03-312026-04-24

Sponsored

SLB SLB LIMITED32.0K shares-50.98%2026-03-312026-04-24

CRM SALESFORCE INC8.7K shares-54.10%2026-03-312026-04-24

GLD SPDR GOLD TR3.7K sharesnew addition2026-03-312026-04-24

ZTS ZOETIS INC13.1K sharesnew addition2026-03-312026-04-24

XLK SELECT SECTOR SPDR TR11.2K sharesnew addition2026-03-312026-04-24

CMI CUMMINS INC2.7K shares-51.38%2026-03-312026-04-24

MCD MCDONALDS CORP4.5K sharesnew addition2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS2.2K sharesnew addition2026-03-312026-04-24

Sponsored

IWF ISHARES TR3.1K shares2.32%2026-03-312026-04-24

EW EDWARDS LIFESCIENCES CORP16.2K shares-49.86%2026-03-312026-04-24

VCIT VANGUARD SCOTTSDALE FDS15.5K shares-63.98%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC10.5K shares29.63%2026-03-312026-04-24

SUB ISHARES TR11.5K shares-50.00%2026-03-312026-04-24

BSV VANGUARD BD INDEX FDS15.6K sharesnew addition2026-03-312026-04-24

DLTR DOLLAR TREE INC11.1K shares-49.85%2026-03-312026-04-24

VTI VANGUARD INDEX FDS3.7K shares-33.24%2026-03-312026-04-24

Sponsored

SCHO SCHWAB STRATEGIC TR47.8K shares-53.46%2026-03-312026-04-24

XOM EXXON MOBIL CORP6.6K shares43.77%2026-03-312026-04-24

TXT TEXTRON INC12.8K shares-50.00%2026-03-312026-04-24

AFL AFLAC INC10.2K shares-50.00%2026-03-312026-04-24

UNP UNION PAC CORP4.5K sharesnew addition2026-03-312026-04-24

SCHA SCHWAB STRATEGIC TR35.5K shares-50.90%2026-03-312026-04-24

VTEB VANGUARD MUN BD FDS19.1K sharesnew addition2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS4.4K shares-46.25%2026-03-312026-04-24

Sponsored

VTIP VANGUARD MALVERN FDS14.8K shares-42.75%2026-03-312026-04-24

CWB SPDR SERIES TRUST7.4K shares-51.12%2026-03-312026-04-24

SCHM SCHWAB STRATEGIC TR21.8K shares-51.83%2026-03-312026-04-24

EATON CORP PLC EATON CORP PLC1.9K shares-52.15%2026-03-312026-04-24

CAT CATERPILLAR INC938 shares-49.21%2026-03-312026-04-24

EPD ENTERPRISE PRODS PARTNERS L17.3K shares-53.62%2026-03-312026-04-24

BAC BANK AMERICA CORP12.9K shares-41.60%2026-03-312026-04-24

ORLY OREILLY AUTOMOTIVE INC6.8K shares-50.00%2026-03-312026-04-24

Sponsored

IWN ISHARES TR3.2K shares-50.00%2026-03-312026-04-24

ITW ILLINOIS TOOL WKS INC2.3K shares-55.79%2026-03-312026-04-24

PFFD GLOBAL X FDS31.7K sharesnew addition2026-03-312026-04-24

CENCORA INC CENCORA INC1.8K shares-53.87%2026-03-312026-04-24

CSX CSX CORP13.4K shares51.65%2026-03-312026-04-24

LFST LIFESTANCE HEALTH GROUP INC84.5K sharesnew addition2026-03-312026-04-24

SCHB SCHWAB STRATEGIC TR21.1K shares-51.47%2026-03-312026-04-24

NOC NORTHROP GRUMMAN CORP773 shares-53.41%2026-03-312026-04-24

Sponsored

EQIX EQUINIX INC534 shares-53.48%2026-03-312026-04-24

DVN DEVON ENERGY CORP NEW10.3K sharesnew addition2026-03-312026-04-24

GLW CORNING INC3.8K shares-50.00%2026-03-312026-04-24

BKNG BOOKING HOLDINGS INC118 shares-53.91%2026-03-312026-04-24

PNC PNC FINL SVCS GROUP INC2.3K shares-53.12%2026-03-312026-04-24

NKE NIKE INC8.9K shares-12.85%2026-03-312026-04-24

DHI D R HORTON INC3.3K shares-52.03%2026-03-312026-04-24

SPTI SPDR SERIES TRUST14.9K shares-54.20%2026-03-312026-04-24

Sponsored

COP CONOCOPHILLIPS3.2K shares-50.00%2026-03-312026-04-24

V VISA INC1.4K shares-49.91%2026-03-312026-04-24

LOW LOWES COS INC1.7K shares-53.51%2026-03-312026-04-24

TROW PRICE T ROWE GROUP INC4.5K shares-93.91%2026-03-312026-04-24

IEI ISHARES TR3.4K shares-55.07%2026-03-312026-04-24

IBTJ ISHARES TR18.4K shares-50.00%2026-03-312026-04-24

IBTI ISHARES TR18.0K shares-50.00%2026-03-312026-04-24

XLF SELECT SECTOR SPDR TR8.1K shares17.20%2026-03-312026-04-24

Sponsored

HIMU BLACKROCK ETF TRUST II8.1K sharesnew addition2026-03-312026-04-24

ET ENERGY TRANSFER L P19.7K shares-55.75%2026-03-312026-04-24

JMST J P MORGAN EXCHANGE TRADED F7.4K shares-29.20%2026-03-312026-04-24

VBK VANGUARD INDEX FDS1.2K shares-50.04%2026-03-312026-04-24

IBTH ISHARES TR16.4K shares-50.00%2026-03-312026-04-24

BDX BECTON DICKINSON & CO2.3K sharesnew addition2026-03-312026-04-24

HYGH ISHARES U S ETF TR4.2K shares-53.77%2026-03-312026-04-24

IWO ISHARES TR1.1K shares-49.89%2026-03-312026-04-24

Sponsored

WSM WILLIAMS SONOMA INC1.9K shares-53.28%2026-03-312026-04-24

ANGL VANECK ETF TRUST12.3K shares-55.81%2026-03-312026-04-24

ITOT ISHARES TR2.4K shares-50.00%2026-03-312026-04-24

VNQ VANGUARD INDEX FDS3.8K sharesnew addition2026-03-312026-04-24

ELV ELEVANCE HEALTH INC FORMERLY1.1K shares-53.45%2026-03-312026-04-24

KR KROGER CO4.5K shares-53.14%2026-03-312026-04-24

GHYB GOLDMAN SACHS ETF TR7.1K shares-56.31%2026-03-312026-04-24

ALPS ETF TR ALPS ETF TR6.0K shares-55.42%2026-03-312026-04-24

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST3.2K shares-56.26%2026-03-312026-04-24

IBTL ISHARES TR14.7K shares-50.00%2026-03-312026-04-24

AVY AVERY DENNISON CORP1.7K shares-53.25%2026-03-312026-04-24

IBTK ISHARES TR15.0K shares-50.00%2026-03-312026-04-24

PSA PUBLIC STORAGE OPER CO1.1K shares-56.58%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS1.2K sharesnew addition2026-03-312026-04-24

NTAP NETAPP INC2.9K shares-54.34%2026-03-312026-04-24

TD TORONTO DOMINION BK ONT3.1K sharesnew addition2026-03-312026-04-24

Sponsored

MBB ISHARES TR3.0K shares-54.87%2026-03-312026-04-24

COHERENT CORP COHERENT CORP1.2K sharesnew addition2026-03-312026-04-24

LMBS FIRST TR EXCHANGE-TRADED FD5.6K shares-55.77%2026-03-312026-04-24

MDY STATE STR SPDR S&P MIDCAP 40435 sharesnew addition2026-03-312026-04-24

TGT TARGET CORP2.2K shares-50.00%2026-03-312026-04-24

SHBI SHORE BANCSHARES INC14.0K shares-50.00%2026-03-312026-04-24

APH AMPHENOL CORP2.0K shares-50.00%2026-03-312026-04-24

AMGN AMGEN INC700 shares-50.00%2026-03-312026-04-24

Sponsored

VNLA JANUS DETROIT STR TR5.0K shares-54.87%2026-03-312026-04-24

JPC NUVEEN PFD & INCOME OPPORTUN32.1K sharesnew addition2026-03-312026-04-24

HD HOME DEPOT INC733 shares-43.09%2026-03-312026-04-24

ALL ALLSTATE CORP1.1K shares-72.64%2026-03-312026-04-24

EES WISDOMTREE TR3.9K shares-51.75%2026-03-312026-04-24

TIP ISHARES TR1.9K shares-55.16%2026-03-312026-04-24

FDM FIRST TR EXCHANGE-TRADED FD2.5K shares-41.60%2026-03-312026-04-24

AAPL

APPLE INC

-41.43%

Shares130.7K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-37.01%

Shares134.7K

Event2026-03-31

Filed2026-04-24

VCRB

VANGUARD MALVERN FDS

-46.20%

Shares285.5K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

-36.70%

Shares59.0K

Event2026-03-31

Filed2026-04-24

VRT

VERTIV HOLDINGS CO

-51.33%

Shares77.9K

Event2026-03-31

Filed2026-04-24

AMAT

APPLIED MATLS INC

-36.67%

Shares54.9K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

-48.99%

Shares27.7K

Event2026-03-31

Filed2026-04-24

JBND

J P MORGAN EXCHANGE TRADED F

-47.18%

Shares328.0K

Event2026-03-31

Filed2026-04-24

DIA

STATE STR SPDR DOW JONES IND

-49.89%

Shares36.1K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-41.04%

Shares52.1K

Event2026-03-31

Filed2026-04-24

SCHG

SCHWAB STRATEGIC TR

-44.43%

Shares525.0K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-34.93%

Shares68.1K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-47.83%

Shares47.6K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

-45.89%

Shares70.2K

Event2026-03-31

Filed2026-04-24

SCHD

SCHWAB STRATEGIC TR

-45.38%

Shares426.5K

Event2026-03-31

Filed2026-04-24

SPYV

SPDR SERIES TRUST

-44.53%

Shares208.9K

Event2026-03-31

Filed2026-04-24

JCPB

J P MORGAN EXCHANGE TRADED F

-47.13%

Shares246.5K

Event2026-03-31

Filed2026-04-24

JIRE

J P MORGAN EXCHANGE TRADED F

-46.12%

Shares146.8K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-16.11%

Shares38.5K

Event2026-03-31

Filed2026-04-24

TJX

TJX COS INC NEW

-50.38%

Shares69.3K

Event2026-03-31

Filed2026-04-24

IJH

ISHARES TR

-44.06%

Shares160.3K

Event2026-03-31

Filed2026-04-24

IEFA

ISHARES TR

-43.70%

Shares118.8K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

-48.40%

Shares44.0K

Event2026-03-31

Filed2026-04-24

GOLDMAN SACHS GROUP INC

-31.25%

Shares11.5K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

-46.57%

Shares68.1K

Event2026-03-31

Filed2026-04-24

LMT

LOCKHEED MARTIN CORP

-49.88%

Shares13.0K

Event2026-03-31

Filed2026-04-24

HON

HONEYWELL INTL INC

-42.64%

Shares33.8K

Event2026-03-31

Filed2026-04-24

NVS

NOVARTIS AG

-50.13%

Shares48.8K

Event2026-03-31

Filed2026-04-24

APOLLO GLOBAL MGMT INC

-51.40%

Shares64.9K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

144.92%

Shares10.9K

Event2026-03-31

Filed2026-04-24

AJG

GALLAGHER ARTHUR J & CO

-50.00%

Shares32.5K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC

-46.48%

Shares31.6K

Event2026-03-31

Filed2026-04-24

QCOM

QUALCOMM INC

-49.93%

Shares50.9K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

270.41%

Shares101.9K

Event2026-03-31

Filed2026-04-24

SYK

STRYKER CORPORATION

-49.60%

Shares17.7K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

-51.20%

Shares6.2K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

-39.22%

Shares38.7K

Event2026-03-31

Filed2026-04-24

ECL

ECOLAB INC

-49.69%

Shares20.5K

Event2026-03-31

Filed2026-04-24

ACCENTURE PLC IRELAND

-49.64%

Shares27.2K

Event2026-03-31

Filed2026-04-24

MEDTRONIC PLC

-49.97%

Shares62.0K

Event2026-03-31

Filed2026-04-24

URI

UNITED RENTALS INC

-51.39%

Shares6.9K

Event2026-03-31

Filed2026-04-24

APP

APPLOVIN CORP

-51.99%

Shares12.1K

Event2026-03-31

Filed2026-04-24

ABT

ABBOTT LABORATORIES

-47.06%

Shares46.6K

Event2026-03-31

Filed2026-04-24

PEP

PEPSICO INC

-39.45%

Shares30.5K

Event2026-03-31

Filed2026-04-24

NFLX

NETFLIX INC.

-50.98%

Shares46.0K

Event2026-03-31

Filed2026-04-24

JPST

J P MORGAN EXCHANGE TRADED F

New

Shares84.3K

Event2026-03-31

Filed2026-04-24

ROK

ROCKWELL AUTOMATION INC

-50.24%

Shares11.5K

Event2026-03-31

Filed2026-04-24

MUB

ISHARES TR

New

Shares34.4K

Event2026-03-31

Filed2026-04-24

NVO

NOVO-NORDISK A S

-50.30%

Shares99.0K

Event2026-03-31

Filed2026-04-24

LABCORP HOLDINGS INC

-49.79%

Shares13.3K

Event2026-03-31

Filed2026-04-24

FISERV INC

-48.77%

Shares63.6K

Event2026-03-31

Filed2026-04-24

DEERE & CO

49.82%

Shares6.2K

Event2026-03-31

Filed2026-04-24

PANW

PALO ALTO NETWORKS INC

-50.60%

Shares20.5K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

426.04%

Shares3.3K

Event2026-03-31

Filed2026-04-24

IEMG

ISHARES INC

-47.27%

Shares46.5K

Event2026-03-31

Filed2026-04-24

UNILEVER PLC

-50.21%

Shares56.7K

Event2026-03-31

Filed2026-04-24

AMD

ADVANCED MICRO DEVICES INC

New

Shares14.9K

Event2026-03-31

Filed2026-04-24

SCHW

SCHWAB CHARLES CORP

-50.73%

Shares32.1K

Event2026-03-31

Filed2026-04-24

EMXC

ISHARES INC

-47.73%

Shares38.1K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

226.74%

Shares6.0K

Event2026-03-31

Filed2026-04-24

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

-50.44%

Shares13.8K

Event2026-03-31

Filed2026-04-24

VCRM

VANGUARD MUN BD FDS

-31.20%

Shares34.4K

Event2026-03-31

Filed2026-04-24

CNI

CANADIAN NATL RY CO

-55.28%

Shares25.0K

Event2026-03-31

Filed2026-04-24

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares47.3K

Event2026-03-31

Filed2026-04-24

RCL

ROYAL CARIBBEAN GROUP

-51.01%

Shares9.2K

Event2026-03-31

Filed2026-04-24

EFA

ISHARES TR

New

Shares25.3K

Event2026-03-31

Filed2026-04-24

UNH

UNITEDHEALTH GROUP INC

-51.33%

Shares8.7K

Event2026-03-31

Filed2026-04-24

BLACKROCK INC

New

Shares2.4K

Event2026-03-31

Filed2026-04-24

MASTERCARD INCORPORATED

-50.06%

Shares4.4K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

New

Shares8.1K

Event2026-03-31

Filed2026-04-24

TMO

THERMO FISHER SCIENTIFIC INC

-50.17%

Shares4.3K

Event2026-03-31

Filed2026-04-24

JMUB

J P MORGAN EXCHANGE TRADED F

-29.10%

Shares41.8K

Event2026-03-31

Filed2026-04-24

VCSH

VANGUARD SCOTTSDALE FDS

-60.37%

Shares26.2K

Event2026-03-31

Filed2026-04-24

SEIC

SEI INVTS CO

-1.50%

Shares26.2K

Event2026-03-31

Filed2026-04-24

BOEING CO

New

Shares10.3K

Event2026-03-31

Filed2026-04-24

IDCC

INTERDIGITAL INC

-57.59%

Shares6.7K

Event2026-03-31

Filed2026-04-24

VLO

VALERO ENERGY CORP

-51.76%

Shares7.9K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

New

Shares6.5K

Event2026-03-31

Filed2026-04-24

SHW

SHERWIN WILLIAMS CO

-50.19%

Shares5.8K

Event2026-03-31

Filed2026-04-24

LINDE PLC

New

Shares3.7K

Event2026-03-31

Filed2026-04-24

CTVA

CORTEVA INC

New

Shares21.8K

Event2026-03-31

Filed2026-04-24

CITIGROUP INC

612.69%

Shares16.1K

Event2026-03-31

Filed2026-04-24

KMI

KINDER MORGAN INC DEL

-50.00%

Shares54.3K

Event2026-03-31

Filed2026-04-24

EMR

EMERSON ELEC CO

102.44%

Shares13.8K

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYS INC

333.36%

Shares23.1K

Event2026-03-31

Filed2026-04-24

GENERAL DYNAMICS CORP

-48.17%

Shares5.2K

Event2026-03-31

Filed2026-04-24

BND

VANGUARD BD INDEX FDS

New

Shares24.0K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

-41.97%

Shares8.2K

Event2026-03-31

Filed2026-04-24

SLB

SLB LIMITED

-50.98%

Shares32.0K

Event2026-03-31

Filed2026-04-24

CRM

SALESFORCE INC

-54.10%

Shares8.7K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD TR

New

Shares3.7K

Event2026-03-31

Filed2026-04-24

ZTS

ZOETIS INC

New

Shares13.1K

Event2026-03-31

Filed2026-04-24

XLK

SELECT SECTOR SPDR TR

New

Shares11.2K

Event2026-03-31

Filed2026-04-24

CMI

CUMMINS INC

-51.38%

Shares2.7K

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

New

Shares4.5K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

New

Shares2.2K

Event2026-03-31

Filed2026-04-24

IWF

ISHARES TR

2.32%

Shares3.1K

Event2026-03-31

Filed2026-04-24

EDWARDS LIFESCIENCES CORP

-49.86%

Shares16.2K

Event2026-03-31

Filed2026-04-24

VCIT

VANGUARD SCOTTSDALE FDS

-63.98%

Shares15.5K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

29.63%

Shares10.5K

Event2026-03-31

Filed2026-04-24

SUB

ISHARES TR

-50.00%

Shares11.5K

Event2026-03-31

Filed2026-04-24

BSV

VANGUARD BD INDEX FDS

New

Shares15.6K

Event2026-03-31

Filed2026-04-24

DLTR

DOLLAR TREE INC

-49.85%

Shares11.1K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

-33.24%

Shares3.7K

Event2026-03-31

Filed2026-04-24

SCHO

SCHWAB STRATEGIC TR

-53.46%

Shares47.8K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

43.77%

Shares6.6K

Event2026-03-31

Filed2026-04-24

TXT

TEXTRON INC

-50.00%

Shares12.8K

Event2026-03-31

Filed2026-04-24

AFL

AFLAC INC

-50.00%

Shares10.2K

Event2026-03-31

Filed2026-04-24

UNP

UNION PAC CORP

New

Shares4.5K

Event2026-03-31

Filed2026-04-24

SCHA

SCHWAB STRATEGIC TR

-50.90%

Shares35.5K

Event2026-03-31

Filed2026-04-24

VTEB

VANGUARD MUN BD FDS

New

Shares19.1K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

-46.25%

Shares4.4K

Event2026-03-31

Filed2026-04-24

VTIP

VANGUARD MALVERN FDS

-42.75%

Shares14.8K

Event2026-03-31

Filed2026-04-24

CWB

SPDR SERIES TRUST

-51.12%

Shares7.4K

Event2026-03-31

Filed2026-04-24

SCHM

SCHWAB STRATEGIC TR

-51.83%

Shares21.8K

Event2026-03-31

Filed2026-04-24

EATON CORP PLC

-52.15%

Shares1.9K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

-49.21%

Shares938

Event2026-03-31

Filed2026-04-24

EPD

ENTERPRISE PRODS PARTNERS L

-53.62%

Shares17.3K

Event2026-03-31

Filed2026-04-24

BAC

BANK AMERICA CORP

-41.60%

Shares12.9K

Event2026-03-31

Filed2026-04-24

ORLY

OREILLY AUTOMOTIVE INC

-50.00%

Shares6.8K

Event2026-03-31

Filed2026-04-24

IWN

ISHARES TR

-50.00%

Shares3.2K

Event2026-03-31

Filed2026-04-24

ITW

ILLINOIS TOOL WKS INC

-55.79%

Shares2.3K

Event2026-03-31

Filed2026-04-24

PFFD

GLOBAL X FDS

New

Shares31.7K

Event2026-03-31

Filed2026-04-24

CENCORA INC

-53.87%

Shares1.8K

Event2026-03-31

Filed2026-04-24

CSX

CSX CORP

51.65%

Shares13.4K

Event2026-03-31

Filed2026-04-24

LFST

LIFESTANCE HEALTH GROUP INC

New

Shares84.5K

Event2026-03-31

Filed2026-04-24

SCHB

SCHWAB STRATEGIC TR

-51.47%

Shares21.1K

Event2026-03-31

Filed2026-04-24

NOC

NORTHROP GRUMMAN CORP

-53.41%

Shares773

Event2026-03-31

Filed2026-04-24

EQIX

EQUINIX INC

-53.48%

Shares534

Event2026-03-31

Filed2026-04-24

DVN

DEVON ENERGY CORP NEW

New

Shares10.3K

Event2026-03-31

Filed2026-04-24

GLW

CORNING INC

-50.00%

Shares3.8K

Event2026-03-31

Filed2026-04-24

BKNG

BOOKING HOLDINGS INC

-53.91%

Shares118

Event2026-03-31

Filed2026-04-24

PNC

PNC FINL SVCS GROUP INC

-53.12%

Shares2.3K

Event2026-03-31

Filed2026-04-24

NKE

NIKE INC

-12.85%

Shares8.9K

Event2026-03-31

Filed2026-04-24

DHI

D R HORTON INC

-52.03%

Shares3.3K

Event2026-03-31

Filed2026-04-24

SPTI

SPDR SERIES TRUST

-54.20%

Shares14.9K

Event2026-03-31

Filed2026-04-24

COP

CONOCOPHILLIPS

-50.00%

Shares3.2K

Event2026-03-31

Filed2026-04-24

VISA INC

-49.91%

Shares1.4K

Event2026-03-31

Filed2026-04-24

LOW

LOWES COS INC

-53.51%

Shares1.7K

Event2026-03-31

Filed2026-04-24

TROW

PRICE T ROWE GROUP INC

-93.91%

Shares4.5K

Event2026-03-31

Filed2026-04-24

IEI

ISHARES TR

-55.07%

Shares3.4K

Event2026-03-31

Filed2026-04-24

IBTJ

ISHARES TR

-50.00%

Shares18.4K

Event2026-03-31

Filed2026-04-24

IBTI

ISHARES TR

-50.00%

Shares18.0K

Event2026-03-31

Filed2026-04-24

XLF

SELECT SECTOR SPDR TR

17.20%

Shares8.1K

Event2026-03-31

Filed2026-04-24

HIMU

BLACKROCK ETF TRUST II

New

Shares8.1K

Event2026-03-31

Filed2026-04-24

ENERGY TRANSFER L P

-55.75%

Shares19.7K

Event2026-03-31

Filed2026-04-24

JMST

J P MORGAN EXCHANGE TRADED F

-29.20%

Shares7.4K

Event2026-03-31

Filed2026-04-24

VBK

VANGUARD INDEX FDS

-50.04%

Shares1.2K

Event2026-03-31

Filed2026-04-24

IBTH

ISHARES TR

-50.00%

Shares16.4K

Event2026-03-31

Filed2026-04-24

BDX

BECTON DICKINSON & CO

New

Shares2.3K

Event2026-03-31

Filed2026-04-24

HYGH

ISHARES U S ETF TR

-53.77%

Shares4.2K

Event2026-03-31

Filed2026-04-24

IWO

ISHARES TR

-49.89%

Shares1.1K

Event2026-03-31

Filed2026-04-24

WSM

WILLIAMS SONOMA INC

-53.28%

Shares1.9K

Event2026-03-31

Filed2026-04-24

ANGL

VANECK ETF TRUST

-55.81%

Shares12.3K

Event2026-03-31

Filed2026-04-24

ITOT

ISHARES TR

-50.00%

Shares2.4K

Event2026-03-31

Filed2026-04-24

VNQ

VANGUARD INDEX FDS

New

Shares3.8K

Event2026-03-31

Filed2026-04-24

ELV

ELEVANCE HEALTH INC FORMERLY

-53.45%

Shares1.1K

Event2026-03-31

Filed2026-04-24

KROGER CO

-53.14%

Shares4.5K

Event2026-03-31

Filed2026-04-24

GHYB

GOLDMAN SACHS ETF TR

-56.31%

Shares7.1K

Event2026-03-31

Filed2026-04-24

ALPS ETF TR

-55.42%

Shares6.0K

Event2026-03-31

Filed2026-04-24

SPDR SERIES TRUST

-56.26%

Shares3.2K

Event2026-03-31

Filed2026-04-24

IBTL

ISHARES TR

-50.00%

Shares14.7K

Event2026-03-31

Filed2026-04-24

AVY

AVERY DENNISON CORP

-53.25%

Shares1.7K

Event2026-03-31

Filed2026-04-24

IBTK

ISHARES TR

-50.00%

Shares15.0K

Event2026-03-31

Filed2026-04-24

PSA

PUBLIC STORAGE OPER CO

-56.58%

Shares1.1K

Event2026-03-31

Filed2026-04-24

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares1.2K

Event2026-03-31

Filed2026-04-24

NTAP

NETAPP INC

-54.34%

Shares2.9K

Event2026-03-31

Filed2026-04-24

TORONTO DOMINION BK ONT

New

Shares3.1K

Event2026-03-31

Filed2026-04-24

MBB

ISHARES TR

-54.87%

Shares3.0K

Event2026-03-31

Filed2026-04-24

COHERENT CORP

New

Shares1.2K

Event2026-03-31

Filed2026-04-24

LMBS

FIRST TR EXCHANGE-TRADED FD

-55.77%

Shares5.6K

Event2026-03-31

Filed2026-04-24

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares435

Event2026-03-31

Filed2026-04-24

TGT

TARGET CORP

-50.00%

Shares2.2K

Event2026-03-31

Filed2026-04-24

SHBI

SHORE BANCSHARES INC

-50.00%

Shares14.0K

Event2026-03-31

Filed2026-04-24

APH

AMPHENOL CORP

-50.00%

Shares2.0K

Event2026-03-31

Filed2026-04-24

AMGN

AMGEN INC

-50.00%

Shares700

Event2026-03-31

Filed2026-04-24

VNLA

JANUS DETROIT STR TR

-54.87%

Shares5.0K

Event2026-03-31

Filed2026-04-24

JPC

NUVEEN PFD & INCOME OPPORTUN

New

Shares32.1K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

-43.09%

Shares733

Event2026-03-31

Filed2026-04-24

ALL

ALLSTATE CORP

-72.64%

Shares1.1K

Event2026-03-31

Filed2026-04-24

EES

WISDOMTREE TR

-51.75%

Shares3.9K

Event2026-03-31

Filed2026-04-24

TIP

ISHARES TR

-55.16%

Shares1.9K

Event2026-03-31

Filed2026-04-24

FDM

FIRST TR EXCHANGE-TRADED FD

-41.60%

Shares2.5K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available