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The Analysis of Smithfield Trust Co's Holdings & P&L

Currently, Smithfield Trust Co holds 1086 types of securities in its portfolio with a total value $2.3M. In the most recent quarter, they have increased their positions in SGOV (+67.7K shares, valued at $6.8K), VGSH (+99.4K shares, valued at $5.8K), KTOS (+53.7K shares, valued at $3.8K); decreased their positions in IVV (-1.8K shares, valued at $1.2K), TMO (-2.0K shares, valued at $995.8948432760363), BSV (-11.2K shares, valued at $875.2475968575393); initiated new positions in KTOS (+53.7K shares, valued at $3.8K), KRMN (+19.8K shares, valued at $1.6K), RY (+7.3K shares, valued at $1.2K).

1M P&L

-1.1M-0.05%

3M P&L

-249.9M-10.95%

HY P&L

-127.7M-5.92%

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/A1.4M

73.0%

2Consumer Electronics70.1K

3.7%

3Software - Infrastructure46.5K

2.5%

Top Industries by Stock Count

1N/A234 stocks

23.1%

2Banks - Regional28 stocks

2.8%

3Software - Application22 stocks

2.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS416.7K shares0.88%2026-03-312026-05-08

VGSH VANGUARD SCOTTSDALE FDS2.1M shares4.91%2026-03-312026-05-08

BSV VANGUARD BD INDEX FDS1.3M shares-0.88%2026-03-312026-05-08

SHY ISHARES TR1.1M shares0.44%2026-03-312026-05-08

VCSH VANGUARD SCOTTSDALE FDS960.6K shares0.01%2026-03-312026-05-08

VO VANGUARD INDEX FDS254.9K shares1.05%2026-03-312026-05-08

AAPL APPLE INC276.2K shares1.44%2026-03-312026-05-08

VB VANGUARD INDEX FDS258.7K shares1.67%2026-03-312026-05-08

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VGK VANGUARD INTL EQUITY INDEX F776.1K shares0.16%2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS396.2K shares1.46%2026-03-312026-05-08

VPL VANGUARD INTL EQUITY INDEX F599.0K shares-0.24%2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F1.0M shares2.22%2026-03-312026-05-08

IVV ISHARES TR84.7K shares-2.06%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR94.0K shares4.57%2026-03-312026-05-08

SGOV ISHARES TR517.7K shares15.05%2026-03-312026-05-08

AGG ISHARES TR418.4K shares6.11%2026-03-312026-05-08

Sponsored

VTI VANGUARD INDEX FDS108.0K shares0.09%2026-03-312026-05-08

MSFT MICROSOFT CORP91.7K shares-0.12%2026-03-312026-05-08

IPAC ISHARES TR345.8K shares0.99%2026-03-312026-05-08

IEUR ISHARES TR353.0K shares1.28%2026-03-312026-05-08

BND VANGUARD BD INDEX FDS333.2K shares3.54%2026-03-312026-05-08

IEMG ISHARES INC339.5K shares1.06%2026-03-312026-05-08

IJR ISHARES TR183.8K shares2.85%2026-03-312026-05-08

IJH ISHARES TR305.5K shares5.60%2026-03-312026-05-08

Sponsored

JNJ JOHNSON & JOHNSON79.9K shares-0.31%2026-03-312026-05-08

BIV VANGUARD BD INDEX FDS224.7K shares-1.15%2026-03-312026-05-08

BK BANK NEW YORK MELLON CORP143.5K shares-3.11%2026-03-312026-05-08

NVDA NVIDIA CORPORATION95.2K shares4.88%2026-03-312026-05-08

VTEB VANGUARD MUN BD FDS330.2K shares14.52%2026-03-312026-05-08

VV VANGUARD INDEX FDS53.3K shares20.30%2026-03-312026-05-08

SHV ISHARES TR134.8K shares1.57%2026-03-312026-05-08

ITOT ISHARES TR102.3K shares0.18%2026-03-312026-05-08

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL21 shares-4.55%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL28.6K shares3.07%2026-03-312026-05-08

SPSB SPDR SERIES TRUST450.9K shares-1.86%2026-03-312026-05-08

IGSB ISHARES TR257.0K shares8.27%2026-03-312026-05-08

XOM EXXON MOBIL CORP78.4K shares1.63%2026-03-312026-05-08

ALPHABET INC ALPHABET INC45.8K shares3.59%2026-03-312026-05-08

SUB ISHARES TR119.2K shares21.84%2026-03-312026-05-08

ALPHABET INC ALPHABET INC42.1K shares-3.13%2026-03-312026-05-08

Sponsored

AMZN AMAZON COM INC55.5K shares5.76%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC92.2K shares0.30%2026-03-312026-05-08

IWM ISHARES TR43.9K shares-2.66%2026-03-312026-05-08

ORCL ORACLE CORP72.0K shares9.86%2026-03-312026-05-08

HDV ISHARES TR75.7K shares-0.05%2026-03-312026-05-08

IXUS ISHARES TR113.2K shares1.47%2026-03-312026-05-08

PG PROCTER & GAMBLE CO63.7K shares-0.28%2026-03-312026-05-08

PROSHARES TR PROSHARES TR113.3K shares46.48%2026-03-312026-05-08

Sponsored

LLY ELI LILLY & CO9.6K shares1.69%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO28.6K shares2.17%2026-03-312026-05-08

DVY ISHARES TR50.7K shares-1.25%2026-03-312026-05-08

AMAT APPLIED MATLS INC22.4K shares0.00%2026-03-312026-05-08

CHDN CHURCHILL DOWNS INC81.3K shares0.00%2026-03-312026-05-08

PEP PEPSICO INC46.5K shares1.01%2026-03-312026-05-08

ABBV ABBVIE INC32.1K shares0.50%2026-03-312026-05-08

MUB ISHARES TR64.0K shares17.16%2026-03-312026-05-08

Sponsored

SPY STATE STR SPDR S&P 500 ETF T10.1K shares-0.48%2026-03-312026-05-08

MCD MCDONALDS CORP20.8K shares-0.50%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS95.8K shares8.18%2026-03-312026-05-08

GE AEROSPACE GE AEROSPACE21.4K shares1.01%2026-03-312026-05-08

BROADCOM INC BROADCOM INC18.8K shares10.10%2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR179.9K shares-1.67%2026-03-312026-05-08

WMT WALMART INC43.6K shares2.75%2026-03-312026-05-08

VGIT VANGUARD SCOTTSDALE FDS88.7K shares40.13%2026-03-312026-05-08

Sponsored

PNC PNC FINL SVCS GROUP INC24.2K shares0.36%2026-03-312026-05-08

SDY SPDR SERIES TRUST34.2K shares-3.50%2026-03-312026-05-08

GEV GE VERNOVA INC5.5K shares0.91%2026-03-312026-05-08

NSC NORFOLK SOUTHN CORP16.8K shares0.00%2026-03-312026-05-08

BMY BRISTOL-MYERS SQUIBB CO77.8K shares324.51%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS19.4K shares0.98%2026-03-312026-05-08

UNP UNION PAC CORP18.5K shares-0.19%2026-03-312026-05-08

IVE ISHARES TR20.7K shares-0.75%2026-03-312026-05-08

Sponsored

V VISA INC14.4K shares4.97%2026-03-312026-05-08

IVW ISHARES TR37.8K shares-0.42%2026-03-312026-05-08

CVX CHEVRON CORPORATION19.9K shares-13.59%2026-03-312026-05-08

WOR WORTHINGTON ENTERPRISES INC76.1K shares0.00%2026-03-312026-05-08

CAT CATERPILLAR INC5.5K shares0.00%2026-03-312026-05-08

NEE NEXTERA ENERGY INC41.7K shares5.75%2026-03-312026-05-08

KTOS KRATOS DEFENSE & SEC SOLUTIO53.7K sharesnew addition2026-03-312026-05-08

PPG PPG INDS INC34.3K shares0.00%2026-03-312026-05-08

Sponsored

MA MASTERCARD INCORPORATED7.2K shares1.36%2026-03-312026-05-08

META META PLATFORMS INC6.1K shares5.52%2026-03-312026-05-08

HD HOME DEPOT INC10.6K shares14.92%2026-03-312026-05-08

SHM SPDR SERIES TRUST70.9K shares0.00%2026-03-312026-05-08

EEM ISHARES TR59.7K shares-0.12%2026-03-312026-05-08

VUG VANGUARD INDEX FDS7.4K shares0.36%2026-03-312026-05-08

IRM IRON MTN INC DEL31.7K shares-1.44%2026-03-312026-05-08

LAM RESEARCH CORP LAM RESEARCH CORP15.0K shares-5.66%2026-03-312026-05-08

Sponsored

AXP AMERICAN EXPRESS CO10.5K shares-0.13%2026-03-312026-05-08

ABT ABBOTT LABORATORIES30.5K shares0.23%2026-03-312026-05-08

BIL SPDR SERIES TRUST32.8K shares225.86%2026-03-312026-05-08

GBTC GRAYSCALE BITCOIN TRUST ETF56.2K shares0.00%2026-03-312026-05-08

TMO THERMO FISHER SCIENTIFIC INC5.9K shares-25.54%2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC7.9K shares4.75%2026-03-312026-05-08

CSCO CISCO SYS INC34.0K shares0.89%2026-03-312026-05-08

DE DEERE & CO4.6K shares-3.03%2026-03-312026-05-08

Sponsored

KO COCA COLA CO34.1K shares81.08%2026-03-312026-05-08

ADP AUTOMATIC DATA PROCESSING IN12.7K shares-5.06%2026-03-312026-05-08

SCHG SCHWAB STRATEGIC TR85.7K shares4.92%2026-03-312026-05-08

AMGN AMGEN INC7.0K shares108.13%2026-03-312026-05-08

ISTB ISHARES TR49.8K shares0.00%2026-03-312026-05-08

HON HONEYWELL INTL INC10.2K shares-4.01%2026-03-312026-05-08

WS WORTHINGTON STL INC76.1K shares0.00%2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP3.7K shares-9.39%2026-03-312026-05-08

Sponsored

TPR TAPESTRY INC15.7K shares488.91%2026-03-312026-05-08

RSG REPUBLIC SVCS INC10.0K shares0.00%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC13.1K shares6.26%2026-03-312026-05-08

EATON CORP PLC EATON CORP PLC6.0K shares-0.45%2026-03-312026-05-08

IWB ISHARES TR6.0K shares3.40%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION2.1K shares4.90%2026-03-312026-05-08

LINDE PLC LINDE PLC4.1K shares4.38%2026-03-312026-05-08

EFA ISHARES TR20.7K shares-0.60%2026-03-312026-05-08

Sponsored

ALPS ETF TR ALPS ETF TR37.4K shares50.78%2026-03-312026-05-08

RTX RTX CORPORATION10.2K shares4.17%2026-03-312026-05-08

BAC BANK AMERICA CORP40.0K shares-0.22%2026-03-312026-05-08

TRV TRAVELERS COMPANIES INC6.6K shares70.84%2026-03-312026-05-08

PFE PFIZER INC67.0K shares-2.48%2026-03-312026-05-08

VEU VANGUARD INTL EQUITY INDEX F24.8K shares-0.06%2026-03-312026-05-08

VNQ VANGUARD INDEX FDS20.4K shares-10.34%2026-03-312026-05-08

LOW LOWES COS INC7.5K shares-0.47%2026-03-312026-05-08

Sponsored

ITW ILLINOIS TOOL WKS INC6.7K shares0.00%2026-03-312026-05-08

CSX CSX CORP42.2K shares-0.06%2026-03-312026-05-08

HSY HERSHEY CO8.2K shares-0.10%2026-03-312026-05-08

WSBC WESBANCO INC49.2K shares0.00%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.8K shares90.65%2026-03-312026-05-08

AMD ADVANCED MICRO DEVICES INC8.3K shares7.81%2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC33.1K shares-10.63%2026-03-312026-05-08

COHERENT CORP COHERENT CORP7.0K shares-4.12%2026-03-312026-05-08

Sponsored

TXN TEXAS INSTRS INC8.5K shares-6.37%2026-03-312026-05-08

ESGV VANGUARD WORLD FD14.5K shares0.69%2026-03-312026-05-08

KRMN KARMAN HLDGS INC19.8K sharesnew addition2026-03-312026-05-08

ETHE GRAYSCALE ETHEREUM STAKING E90.3K shares0.00%2026-03-312026-05-08

MMM 3M CO10.6K shares-0.01%2026-03-312026-05-08

EIS ISHARES INC13.2K shares0.00%2026-03-312026-05-08

COP CONOCOPHILLIPS11.2K shares277.25%2026-03-312026-05-08

VXUS VANGUARD STAR FDS19.0K shares-3.60%2026-03-312026-05-08

Sponsored

BE BLOOM ENERGY CORP10.7K shares0.00%2026-03-312026-05-08

DIS DISNEY WALT CO14.6K shares0.00%2026-03-312026-05-08

HBAN HUNTINGTON BANCSHARES INC89.6K shares0.00%2026-03-312026-05-08

BMO BANK MONTREAL MEDIUM9.8K shares0.00%2026-03-312026-05-08

TE CONNECTIVITY PLC TE CONNECTIVITY PLC6.3K shares2.51%2026-03-312026-05-08

EMR EMERSON ELEC CO10.0K shares0.55%2026-03-312026-05-08

MDLZ MONDELEZ INTL INC22.0K shares-5.20%2026-03-312026-05-08

DGRW WISDOMTREE TR14.2K shares6.20%2026-03-312026-05-08

Sponsored

SJNK SPDR SERIES TRUST49.0K shares0.00%2026-03-312026-05-08

CMCSA COMCAST CORP NEW42.5K shares93.74%2026-03-312026-05-08

VTV VANGUARD INDEX FDS6.2K shares0.00%2026-03-312026-05-08

TJX TJX COS INC NEW7.6K shares8.15%2026-03-312026-05-08

KLAC KLA CORP809 shares-2.53%2026-03-312026-05-08

PANW PALO ALTO NETWORKS INC7.4K shares20.85%2026-03-312026-05-08

RY ROYAL BK CDA7.3K sharesnew addition2026-03-312026-05-08

ASML ASML HLDG NV894 shares0.00%2026-03-312026-05-08

Sponsored

MCO MOODYS CORP2.7K shares4.55%2026-03-312026-05-08

PH PARKER-HANNIFIN CORP1.3K shares-7.88%2026-03-312026-05-08

VOE VANGUARD INDEX FDS6.3K shares0.94%2026-03-312026-05-08

DGRO ISHARES TR16.4K shares24.63%2026-03-312026-05-08

VST VISTRA CORP7.6K shares-21.54%2026-03-312026-05-08

MMC MARSH & MCLENNAN COS INC6.6K shares-0.65%2026-03-312026-05-08

JCI JOHNSON CONTROLS INTERNATION8.7K shares-2.12%2026-03-312026-05-08

IWF ISHARES TR2.6K shares0.00%2026-03-312026-05-08

Sponsored

GLW CORNING INC8.0K shares9.62%2026-03-312026-05-08

NFLX NETFLIX INC.11.2K shares28.90%2026-03-312026-05-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.3K shares0.24%2026-03-312026-05-08

PWR QUANTA SVCS INC1.9K shares0.00%2026-03-312026-05-08

KMB KIMBERLY-CLARK CORP10.8K shares-1.10%2026-03-312026-05-08

PSX PHILLIPS 665.7K shares413.39%2026-03-312026-05-08

CL COLGATE PALMOLIVE CO12.2K shares-2.58%2026-03-312026-05-08

HWM HOWMET AEROSPACE INC4.5K shares3.84%2026-03-312026-05-08

Sponsored

ORLY OREILLY AUTOMOTIVE INC11.1K shares11.33%2026-03-312026-05-08

BNY MELLON ETF TRUST II BNY MELLON ETF TRUST II37.4K shares0.00%2026-03-312026-05-08

TSLA TESLA INC2.7K shares0.00%2026-03-312026-05-08

UNH UNITEDHEALTH GROUP INC3.7K shares-4.08%2026-03-312026-05-08

EZU ISHARES INC16.1K shares-5.21%2026-03-312026-05-08

ONB OLD NATL BANCORP IND45.1K shares0.00%2026-03-312026-05-08

SHEL SHELL PLC10.5K shares0.00%2026-03-312026-05-08

VOT VANGUARD INDEX FDS3.8K shares10.45%2026-03-312026-05-08

Sponsored

APD AIR PRODUCTS AND CHEMICALS I3.4K shares147.93%2026-03-312026-05-08

INTC INTEL CORP21.9K shares7.87%2026-03-312026-05-08

MKL MARKEL GROUP INC499 shares-5.31%2026-03-312026-05-08

MU MICRON TECHNOLOGY INC2.8K shares0.00%2026-03-312026-05-08

SYK STRYKER CORPORATION2.9K shares85.15%2026-03-312026-05-08

NKE NIKE INC17.2K shares-1.71%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC1.1K shares19.73%2026-03-312026-05-08

VSGX VANGUARD WORLD FD12.2K shares14.76%2026-03-312026-05-08

Sponsored

VCIT VANGUARD SCOTTSDALE FDS10.5K shares0.00%2026-03-312026-05-08

EBAY EBAY INC.9.5K shares115.94%2026-03-312026-05-08

VBR VANGUARD INDEX FDS4.0K shares-0.18%2026-03-312026-05-08

BSX BOSTON SCIENTIFIC CORP13.5K shares185.77%2026-03-312026-05-08

GLD SPDR GOLD TR2.0K shares0.00%2026-03-312026-05-08

ODFL OLD DOMINION FREIGHT LINE IN4.3K shares0.00%2026-03-312026-05-08

T AT&T INC28.5K shares0.38%2026-03-312026-05-08

NEM NEWMONT CORP7.4K shares0.87%2026-03-312026-05-08

Sponsored

ICLN ISHARES TR43.3K shares0.00%2026-03-312026-05-08

AMT AMERICAN TOWER CORP4.5K shares13.77%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS3.6K shares0.00%2026-03-312026-05-08

MS MORGAN STANLEY4.7K shares0.00%2026-03-312026-05-08

ADBE ADOBE INC3.1K shares-9.13%2026-03-312026-05-08

AMP AMERIPRISE FINL INC1.7K shares0.00%2026-03-312026-05-08

WFC WELLS FARGO & CO9.5K shares0.00%2026-03-312026-05-08

MINT PIMCO ETF TR7.3K shares-5.10%2026-03-312026-05-08

Sponsored

WM WASTE MGMT INC DEL3.2K shares2.88%2026-03-312026-05-08

CHRW C H ROBINSON WORLDWIDE IN4.4K sharesnew addition2026-03-312026-05-08

UPS UNITED PARCEL SVCS INC7.2K shares266.12%2026-03-312026-05-08

FE FIRSTENERGY CORP13.9K shares0.00%2026-03-312026-05-08

WTRG ESSENTIAL UTILS INC17.3K shares0.00%2026-03-312026-05-08

SLV ISHARES SILVER TR10.2K shares7.61%2026-03-312026-05-08

IYY ISHARES TR4.4K shares0.00%2026-03-312026-05-08

IWR ISHARES TR6.9K shares0.00%2026-03-312026-05-08

Sponsored

VBK VANGUARD INDEX FDS2.2K shares6.71%2026-03-312026-05-08

APH AMPHENOL CORP5.3K shares0.00%2026-03-312026-05-08

INTU INTUIT1.5K shares4.09%2026-03-312026-05-08

ISRG INTUITIVE SURGICAL INC1.4K shares140.20%2026-03-312026-05-08

SHW SHERWIN WILLIAMS CO2.0K shares0.00%2026-03-312026-05-08

FAST FASTENAL CO14.1K shares3.73%2026-03-312026-05-08

SO SOUTHERN CO6.8K shares4.81%2026-03-312026-05-08

IWN ISHARES TR3.5K shares-6.03%2026-03-312026-05-08

Sponsored

CB CHUBB LTD SWITZ1.9K shares21.45%2026-03-312026-05-08

MSA MSA SAFETY INC3.7K shares0.00%2026-03-312026-05-08

MPC MARATHON PETE CORP2.5K shares0.00%2026-03-312026-05-08

SLB SLB LIMITED11.8K shares17.60%2026-03-312026-05-08

SPYV SPDR SERIES TRUST10.6K shares0.00%2026-03-312026-05-08

QUAL ISHARES TR3.1K shares71.12%2026-03-312026-05-08

WAB WABTEC2.4K shares0.42%2026-03-312026-05-08

EME EMCOR GROUP INC797 shares0.00%2026-03-312026-05-08

Sponsored

MCK MCKESSON CORP677 shares7.97%2026-03-312026-05-08

MDY STATE STR SPDR S&P MIDCAP 40955 shares-2.95%2026-03-312026-05-08

ICE INTERCONTINENTAL EXCHANGE IN3.7K shares18.44%2026-03-312026-05-08

QCOM QUALCOMM INC4.5K shares-0.55%2026-03-312026-05-08

VMC VULCAN MATLS CO2.1K shares3.16%2026-03-312026-05-08

HPE HEWLETT PACKARD ENTERPRISE C24.0K shares0.00%2026-03-312026-05-08

BLACKSTONE INC BLACKSTONE INC4.9K shares-4.28%2026-03-312026-05-08

ERIE ERIE INDTY CO2.2K shares0.00%2026-03-312026-05-08

Sponsored

ALL ALLSTATE CORP2.6K shares-3.85%2026-03-312026-05-08

SBUX STARBUCKS CORP6.1K shares-0.08%2026-03-312026-05-08

YUM YUM BRANDS INC3.5K shares-0.25%2026-03-312026-05-08

CTVA CORTEVA INC6.5K shares0.00%2026-03-312026-05-08

LHX L3HARRIS TECHNOLOGIES INC1.6K shares0.00%2026-03-312026-05-08

CDNS CADENCE DESIGN SYSTEM INC1.9K shares0.00%2026-03-312026-05-08

WCC WESCO INTL INC1.9K shares0.00%2026-03-312026-05-08

SYY SYSCO CORP7.4K shares0.68%2026-03-312026-05-08

Sponsored

BDX BECTON DICKINSON & CO3.3K shares-1.79%2026-03-312026-05-08

KEYS KEYSIGHT TECHNOLOGIES INC1.9K shares0.00%2026-03-312026-05-08

FTEC FIDELITY COVINGTON TRUST2.5K shares3.09%2026-03-312026-05-08

COF CAPITAL ONE FINL CORP2.8K shares-4.77%2026-03-312026-05-08

CENCORA INC CENCORA INC1.6K shares-3.01%2026-03-312026-05-08

CCBG CAPITAL CITY BANK11.5K shares0.00%2026-03-312026-05-08

D DOMINION ENERGY INC8.0K shares-1.24%2026-03-312026-05-08

TER TERADYNE INC1.6K shares-5.71%2026-03-312026-05-08

Sponsored

DHR DANAHER CORP DEL2.6K shares1.18%2026-03-312026-05-08

ADI ANALOG DEVICES INC1.5K shares-12.01%2026-03-312026-05-08

AEM AGNICO EAGLE MINES LTD2.4K shares-0.04%2026-03-312026-05-08

AJG GALLAGHER ARTHUR J & CO2.2K shares4.76%2026-03-312026-05-08

ARISTA NETWORKS INC ARISTA NETWORKS INC3.9K shares14.86%2026-03-312026-05-08

HP INC HP INC24.7K shares0.00%2026-03-312026-05-08

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO8.8K shares0.00%2026-03-312026-05-08

IDCC INTERDIGITAL INC1.5K shares-1.91%2026-03-312026-05-08

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BKNG BOOKING HOLDINGS INC110 shares-6.78%2026-03-312026-05-08

FCOM FIDELITY COVINGTON TRUST6.8K shares0.00%2026-03-312026-05-08

PLD PROLOGIS INC.3.4K shares0.00%2026-03-312026-05-08

ESGU ISHARES TR3.1K shares0.00%2026-03-312026-05-08

WEC ENERGY GROUP INC WEC ENERGY GROUP INC3.9K shares1.31%2026-03-312026-05-08

CPRT COPART INC13.1K shares0.00%2026-03-312026-05-08

AVLV AMERICAN CENTY ETF TR5.4K shares0.00%2026-03-312026-05-08

NEAR ISHARES U S ETF TR8.5K shares-16.05%2026-03-312026-05-08

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SARO STANDARDAERO INC16.7K sharesnew addition2026-03-312026-05-08

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.8K shares8.62%2026-03-312026-05-08

DFAS DIMENSIONAL ETF TRUST6.0K shares0.00%2026-03-312026-05-08

MO ALTRIA GROUP INC6.4K shares-14.60%2026-03-312026-05-08

JBL JABIL INC1.6K shares1.66%2026-03-312026-05-08

NOC NORTHROP GRUMMAN CORP616 shares-2.22%2026-03-312026-05-08

FDVV FIDELITY COVINGTON TRUST7.6K shares0.00%2026-03-312026-05-08

SPGI S&P GLOBAL INC979 shares6.64%2026-03-312026-05-08

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ASTRAZENECA PLC ASTRAZENECA PLC2.1K sharesnew addition2026-03-312026-05-08

PEG PUBLIC SVC ENTERPRISE GROUP4.9K shares0.00%2026-03-312026-05-08

FMDE FIDELITY COVINGTON TRUST11.0K shares1.48%2026-03-312026-05-08

SCHW SCHWAB CHARLES CORP4.2K shares20.08%2026-03-312026-05-08

MTUM ISHARES TR1.6K shares0.00%2026-03-312026-05-08

PYPL PAYPAL HLDGS INC8.8K shares62.97%2026-03-312026-05-08

GEHC GE HEALTHCARE TECHNOLOGIES I5.5K shares-12.30%2026-03-312026-05-08

VLUE ISHARES TR2.8K shares8.87%2026-03-312026-05-08

Sponsored

ED CONSOLIDATED EDISON INC3.4K shares0.00%2026-03-312026-05-08

NOW SERVICENOW INC3.7K shares-16.28%2026-03-312026-05-08

FDIS FIDELITY COVINGTON TRUST4.1K shares0.00%2026-03-312026-05-08

ENTG ENTEGRIS INC3.3K shares0.00%2026-03-312026-05-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.9K shares6.19%2026-03-312026-05-08

DIA STATE STR SPDR DOW JONES IND805 shares0.00%2026-03-312026-05-08

ETHA ISHARES ETHEREUM TR23.3K shares0.00%2026-03-312026-05-08

URI UNITED RENTALS INC490 shares0.00%2026-03-312026-05-08

Sponsored

PGR PROGRESSIVE CORP1.8K shares5.94%2026-03-312026-05-08

OMC OMNICOM GROUP INC4.7K shares718.04%2026-03-312026-05-08

ISHARES GOLD TR ISHARES GOLD TR4.0K shares15.86%2026-03-312026-05-08

PHYS SPROTT ASSET MANAGEMENT LP9.8K shares17.41%2026-03-312026-05-08

AEP AMERICAN ELEC PWR CO INC2.6K shares51.76%2026-03-312026-05-08

CRM SALESFORCE INC1.8K shares-19.76%2026-03-312026-05-08

EQIX EQUINIX INC347 shares0.00%2026-03-312026-05-08

EXP EAGLE MATLS INC1.8K shares1.70%2026-03-312026-05-08

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SLF SUN LIFE FINANCIAL INC.5.4K shares0.00%2026-03-312026-05-08

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET11.2K shares0.00%2026-03-312026-05-08

USMV ISHARES TR3.6K shares-0.82%2026-03-312026-05-08

MCHP MICROCHIP TECHNOLOGY INC.5.2K shares0.00%2026-03-312026-05-08

VXF VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-05-08

ROST ROSS STORES INC1.5K shares5.78%2026-03-312026-05-08

EPD ENTERPRISE PRODS PARTNERS L8.6K shares-51.22%2026-03-312026-05-08

FNB F N B CORP19.5K shares0.00%2026-03-312026-05-08

Sponsored

MTB M & T BK CORP1.6K shares48.24%2026-03-312026-05-08

UNILEVER PLC UNILEVER PLC5.6K shares-0.07%2026-03-312026-05-08

QNITY ELECTRONICS INC QNITY ELECTRONICS INC2.7K shares0.04%2026-03-312026-05-08

HAL HALLIBURTON CO8.1K shares0.00%2026-03-312026-05-08

DFAI DIMENSIONAL ETF TRUST8.1K shares0.00%2026-03-312026-05-08

THE CIGNA GROUP THE CIGNA GROUP1.2K shares7.38%2026-03-312026-05-08

SCHX SCHWAB STRATEGIC TR12.2K shares0.00%2026-03-312026-05-08

IPAR INTERPARFUMS INC3.4K shares0.00%2026-03-312026-05-08

Sponsored

CIEN CIENA CORP783 shares0.00%2026-03-312026-05-08

BLACKROCK INC BLACKROCK INC315 shares11.31%2026-03-312026-05-08

MSI MOTOROLA SOLUTIONS INC667 shares0.00%2026-03-312026-05-08

CVS CVS HEALTH CORP4.0K shares-17.38%2026-03-312026-05-08

GWW WW GRAINGER INC259 shares0.00%2026-03-312026-05-08

ECL ECOLAB INC1.0K shares0.00%2026-03-312026-05-08

USB US BANCORP5.3K shares28.44%2026-03-312026-05-08

FI FISERV INC4.9K shares-9.04%2026-03-312026-05-08

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FMB FIRST TR EXCH TRADED FD III5.3K shares0.00%2026-03-312026-05-08

NEU NEWMARKET CORP419 shares0.00%2026-03-312026-05-08

XCEM COLUMBIA ETF TR II6.6K shares0.00%2026-03-312026-05-08

VRSK VERISK ANALYTICS INC1.4K shares94.09%2026-03-312026-05-08

ZTS ZOETIS INC2.3K shares0.00%2026-03-312026-05-08

AME AMETEK INC1.3K shares0.00%2026-03-312026-05-08

FNDX SCHWAB STRATEGIC TR9.5K shares0.00%2026-03-312026-05-08

XEL XCEL ENERGY INC3.3K shares0.00%2026-03-312026-05-08

Sponsored

STERIS PLC STERIS PLC1.2K shares7.59%2026-03-312026-05-08

SPG SIMON PPTY GROUP INC NEW1.4K shares0.00%2026-03-312026-05-08

ROK ROCKWELL AUTOMATION INC721 shares35.53%2026-03-312026-05-08

DHI D R HORTON INC1.9K shares0.00%2026-03-312026-05-08

REGN REGENERON PHARMACEUTICALS332 shares-6.48%2026-03-312026-05-08

PDBA INVESCO ACTVELY MNGD ETC FD7.0K shares0.00%2026-03-312026-05-08

TT TRANE TECHNOLOGIES PLC608 shares-5.00%2026-03-312026-05-08

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC5.4K shares0.00%2026-03-312026-05-08

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SPYX SPDR SERIES TRUST4.6K shares0.00%2026-03-312026-05-08

ADSK AUTODESK INC1.0K shares13.89%2026-03-312026-05-08

IQV IQVIA HLDGS INC1.4K shares5.84%2026-03-312026-05-08

IEFA ISHARES TR2.7K shares0.00%2026-03-312026-05-08

MTZ MASTEC INC723 shares-28.42%2026-03-312026-05-08

DSI ISHARES TR1.9K shares87.32%2026-03-312026-05-08

FDX FEDEX CORP647 shares0.00%2026-03-312026-05-08

IWO ISHARES TR721 shares0.00%2026-03-312026-05-08

Sponsored

PPL PPL CORP6.0K shares0.00%2026-03-312026-05-08

FITB FIFTH THIRD BANCORP4.9K shares0.00%2026-03-312026-05-08

VRTX VERTEX PHARMACEUTICALS INC503 shares0.00%2026-03-312026-05-08

WAY WAYSTAR HLDG CORP9.3K shares23.08%2026-03-312026-05-08

AMKR AMKOR TECHNOLOGY INC5.0K shares0.00%2026-03-312026-05-08

CBOE CBOE GLOBAL MKTS INC797 shares0.00%2026-03-312026-05-08

MSCI MSCI INC417 shares0.00%2026-03-312026-05-08

BA BOEING CO1.1K shares0.00%2026-03-312026-05-08

Sponsored

PHM PULTE GROUP INC1.9K shares-12.77%2026-03-312026-05-08

CET CENTRAL SECS CORP4.4K shares-1.72%2026-03-312026-05-08

MGK VANGUARD WORLD FD592 shares0.00%2026-03-312026-05-08

NFG NATIONAL FUEL GAS CO2.3K shares0.00%2026-03-312026-05-08

GDX VANECK ETF TRUST2.3K shares0.00%2026-03-312026-05-08

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.2K shares0.00%2026-03-312026-05-08

A AGILENT TECHNOLOGIES INC1.9K shares-2.10%2026-03-312026-05-08

AWK AMERICAN WTR WKS CO INC NEW1.6K shares0.00%2026-03-312026-05-08

Sponsored

PFF ISHARES TR6.9K shares0.00%2026-03-312026-05-08

HCA HCA HEALTHCARE INC450 shares21.62%2026-03-312026-05-08

FIW FIRST TR EXCHANGE-TRADED FD2.0K shares0.00%2026-03-312026-05-08

SCI SERVICE CORP INTL2.6K shares0.00%2026-03-312026-05-08

AMTM AMENTUM HOLDINGS INC7.9K shares0.00%2026-03-312026-05-08

NBIS NEBIUS GROUP N.V.2.0K shares0.00%2026-03-312026-05-08

EG EVEREST GROUP LTD630 shares0.00%2026-03-312026-05-08

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC1.8K shares6.80%2026-03-312026-05-08

Sponsored

VLO VALERO ENERGY CORP820 shares-2.50%2026-03-312026-05-08

VVV VALVOLINE INC5.9K shares0.00%2026-03-312026-05-08

DGX QUEST DIAGNOSTICS INC1.0K shares0.00%2026-03-312026-05-08

CME CME GROUP INC664 shares-0.30%2026-03-312026-05-08

FNDF SCHWAB STRATEGIC TR4.0K shares0.00%2026-03-312026-05-08

GILD GILEAD SCIENCES INC1.4K shares11.27%2026-03-312026-05-08

SU SUNCOR ENERGY INC NEW3.0K shares19.32%2026-03-312026-05-08

ULTA ULTA BEAUTY INC368 shares96.79%2026-03-312026-05-08

Sponsored

BNDX VANGUARD CHARLOTTE FDS4.0K shares0.00%2026-03-312026-05-08

IJJ ISHARES TR1.4K shares0.00%2026-03-312026-05-08

CARR CARRIER GLOBAL CORPORATION3.3K shares0.00%2026-03-312026-05-08

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC2.4K shares-8.81%2026-03-312026-05-08

XLV SELECT SECTOR SPDR TR1.3K shares0.00%2026-03-312026-05-08

FTNT FORTINET INC2.3K shares0.00%2026-03-312026-05-08

CMI CUMMINS INC332 shares-3.77%2026-03-312026-05-08

ETH GRAYSCALE ETHEREUM STAKING9.0K shares0.00%2026-03-312026-05-08

Sponsored

RGLD ROYAL GOLD INC700 shares0.00%2026-03-312026-05-08

CBRE CBRE GROUP INC1.3K shares0.00%2026-03-312026-05-08

NVMI NOVA LTD400 shares0.00%2026-03-312026-05-08

AFL AFLAC INC1.6K shares0.00%2026-03-312026-05-08

FIS FIDELITY NATL INFORMATION SV3.7K shares0.00%2026-03-312026-05-08

FRDM EA SERIES TRUST3.1K shares135.92%2026-03-312026-05-08

ATO ATMOS ENERGY CORP914 shares61.77%2026-03-312026-05-08

FPX FIRST TR EXCHANGE-TRADED FD1.1K shares0.00%2026-03-312026-05-08

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MAR MARRIOTT INTL INC NEW516 shares0.00%2026-03-312026-05-08

RWO SPDR INDEX SHS FDS3.7K sharesnew addition2026-03-312026-05-08

NRG NRG ENERGY INC1.1K shares0.00%2026-03-312026-05-08

ORA ORMAT TECHNOLOGIES INC1.5K shares0.00%2026-03-312026-05-08

CDW CDW CORP1.4K shares0.00%2026-03-312026-05-08

DAL DELTA AIR LINES INC2.5K shares162.22%2026-03-312026-05-08

NXPI NXP SEMICONDUCTORS N V831 shares359.12%2026-03-312026-05-08

RDVY FIRST TR EXCHANGE TRADED FD2.4K shares0.00%2026-03-312026-05-08

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NDAQ NASDAQ INC1.9K shares0.00%2026-03-312026-05-08

SNPS SYNOPSYS INC403 shares0.00%2026-03-312026-05-08

JEPI J P MORGAN EXCHANGE TRADED F2.8K shares0.00%2026-03-312026-05-08

DOW DOW HLDGS INC3.8K shares-11.81%2026-03-312026-05-08

XJR ISHARES TR3.7K shares227.58%2026-03-312026-05-08

RMD RESMED INC714 shares1.42%2026-03-312026-05-08

BNY MELLON ETF TRUST II BNY MELLON ETF TRUST II6.0K sharesnew addition2026-03-312026-05-08

EWBC EAST WEST BANCORP INC1.5K shares0.00%2026-03-312026-05-08

Sponsored

OLED UNIVERSAL DISPLAY CORP1.7K shares0.00%2026-03-312026-05-08

RS RELIANCE INC510 shares0.00%2026-03-312026-05-08

MPLX MPLX LP2.7K shares0.00%2026-03-312026-05-08

SJM SMUCKER J M CO1.6K shares0.00%2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC1.1K shares44.43%2026-03-312026-05-08

FNDA SCHWAB STRATEGIC TR4.7K shares0.00%2026-03-312026-05-08

IWP ISHARES TR1.2K shares0.00%2026-03-312026-05-08

DXCM DEXCOM INC2.4K shares2937.50%2026-03-312026-05-08

Sponsored

AON PLC AON PLC466 shares0.00%2026-03-312026-05-08

IMTM ISHARES TR3.1K shares0.00%2026-03-312026-05-08

XVV ISHARES TR3.0K shares282.66%2026-03-312026-05-08

CAH CARDINAL HEALTH INC700 shares0.00%2026-03-312026-05-08

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II2.1K shares0.00%2026-03-312026-05-08

VSS VANGUARD INTL EQUITY INDEX F1.0K shares0.00%2026-03-312026-05-08

IVLU ISHARES TR3.7K shares0.00%2026-03-312026-05-08

UBSI UNITED BANKSHARES INC WEST V3.5K shares0.00%2026-03-312026-05-08

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AZO AUTOZONE INC43 shares0.00%2026-03-312026-05-08

SOLV SOLVENTUM CORP2.2K shares0.00%2026-03-312026-05-08

WTM WHITE MTNS INS GROUP LTD64 shares0.00%2026-03-312026-05-08

SCHF SCHWAB STRATEGIC TR5.7K shares0.00%2026-03-312026-05-08

GXO GXO LOGISTICS INCORPORATED2.7K shares-18.19%2026-03-312026-05-08

DECK DECKERS OUTDOOR CORP1.4K shares0.00%2026-03-312026-05-08

IDXX IDEXX LABS INC243 shares0.00%2026-03-312026-05-08

IBB ISHARES TR800 shares0.00%2026-03-312026-05-08

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CSL CARLISLE COS INC406 shares59.84%2026-03-312026-05-08

NVS NOVARTIS AG892 shares3.36%2026-03-312026-05-08

ALB ALBEMARLE CORP748 shares0.00%2026-03-312026-05-08

PAYX PAYCHEX INC1.5K shares4.29%2026-03-312026-05-08

VT VANGUARD INTL EQUITY INDEX F994 shares0.00%2026-03-312026-05-08

YUMC YUM CHINA HLDGS INC2.7K shares-0.07%2026-03-312026-05-08

IWY ISHARES TR535 shares0.00%2026-03-312026-05-08

XYL XYLEM INC1.1K shares0.00%2026-03-312026-05-08

Sponsored

RPM RPM INTL INC1.3K shares0.00%2026-03-312026-05-08

OTIS OTIS WORLDWIDE CORP1.7K shares0.00%2026-03-312026-05-08

WST WEST PHARMACEUTICAL SVSC INC510 shares0.00%2026-03-312026-05-08

SPXC SPX TECHNOLOGIES INC630 shares0.00%2026-03-312026-05-08

SIXG ETF SER SOLUTIONS1.8K shares0.00%2026-03-312026-05-08

ARMK ARAMARK3.1K shares463.64%2026-03-312026-05-08

LH LABCORP HOLDINGS INC467 shares0.00%2026-03-312026-05-08

CRH PLC CRH PLC1.2K shares9.53%2026-03-312026-05-08

Sponsored

MEDTRONIC PLC MEDTRONIC PLC1.4K shares-1.58%2026-03-312026-05-08

BRO BROWN & BROWN INC1.9K shares-0.84%2026-03-312026-05-08

PIO INVESCO EXCH TRADED FD TR II2.8K shares0.00%2026-03-312026-05-08

PKG PACKAGING CORP AMER581 shares0.00%2026-03-312026-05-08

LYB LYONDELLBASELL INDUSTRIES NV1.5K shares0.00%2026-03-312026-05-08

STLD STEEL DYNAMICS INC670 shares0.00%2026-03-312026-05-08

VRT VERTIV HOLDINGS CO484 shares-32.96%2026-03-312026-05-08

RUSHA RUSH ENTERPRISES INC1.8K shares0.00%2026-03-312026-05-08

Sponsored

DPZ DOMINOS PIZZA INC328 shares0.00%2026-03-312026-05-08

FSLR FIRST SOLAR INC591 shares0.00%2026-03-312026-05-08

ES EVERSOURCE ENERGY1.7K shares0.00%2026-03-312026-05-08

CUT INVESCO EXCH TRADED FD TR II4.0K shares0.00%2026-03-312026-05-08

PSMT PRICESMART INC764 shares0.00%2026-03-312026-05-08

RB GLOBAL INC RB GLOBAL INC1.2K shares0.00%2026-03-312026-05-08

FBIN FORTUNE BRANDS INNOVATIONS I2.9K shares0.00%2026-03-312026-05-08

IBKR INTERACTIVE BROKERS GROUP IN1.7K shares122.51%2026-03-312026-05-08

Sponsored

KR KROGER CO1.6K shares-50.70%2026-03-312026-05-08

NUE NUCOR CORP678 shares0.00%2026-03-312026-05-08

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DOV DOVER CORP540 shares0.00%2026-03-312026-05-08

TRMB TRIMBLE INC1.7K shares0.00%2026-03-312026-05-08

CE CELANESE CORP DEL1.7K shares0.00%2026-03-312026-05-08

EMN EASTMAN CHEM CO1.4K shares0.00%2026-03-312026-05-08

HXL HEXCEL CORP NEW1.4K shares0.00%2026-03-312026-05-08

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MKC MCCORMICK & CO INC2.2K shares0.00%2026-03-312026-05-08

XLE SELECT SECTOR SPDR TR1.8K shares0.00%2026-03-312026-05-08

XAR SPDR SERIES TRUST425 shares0.00%2026-03-312026-05-08

EQT CORP EQT CORP1.7K shares0.00%2026-03-312026-05-08

SCHA SCHWAB STRATEGIC TR3.6K shares0.00%2026-03-312026-05-08

VYMI VANGUARD WHITEHALL FDS1.1K shares144.47%2026-03-312026-05-08

MTD METTLER TOLEDO INTERNATIONAL84 shares0.00%2026-03-312026-05-08

ITT INC ITT INC550 shares0.00%2026-03-312026-05-08

Sponsored

IEV ISHARES TR1.5K shares0.00%2026-03-312026-05-08

MLM MARTIN MARIETTA MATLS INC175 shares0.00%2026-03-312026-05-08

AOS SMITH A O CORP1.6K shares0.00%2026-03-312026-05-08

ALV AUTOLIV INC960 shares-12.65%2026-03-312026-05-08

AMG AFFILIATED MANAGERS GROUP360 shares0.00%2026-03-312026-05-08

ATR APTARGROUP INC800 shares0.00%2026-03-312026-05-08

LII LENNOX INTL INC216 shares0.00%2026-03-312026-05-08

VTHR VANGUARD SCOTTSDALE FDS341 shares0.29%2026-03-312026-05-08

Sponsored

CNQ CANADIAN NAT RES LTD MED TER2.0K shares0.00%2026-03-312026-05-08

GSK PLC GSK PLC1.7K shares0.00%2026-03-312026-05-08

ZBRA ZEBRA TECHNOLOGIES CORPORATI444 shares0.00%2026-03-312026-05-08

EA ELECTRONIC ARTS INC467 shares0.00%2026-03-312026-05-08

SPSM SPDR SERIES TRUST2.1K shares0.00%2026-03-312026-05-08

BGC BGC GROUP INC9.7K shares0.00%2026-03-312026-05-08

DFJ WISDOMTREE TR925 shares0.00%2026-03-312026-05-08

DLTR DOLLAR TREE INC847 shares0.00%2026-03-312026-05-08

Sponsored

OHI OMEGA HEALTHCARE INVS INC2.1K shares0.00%2026-03-312026-05-08

POR PORTLAND GEN ELEC CO1.8K shares0.00%2026-03-312026-05-08

IJK ISHARES TR914 shares0.00%2026-03-312026-05-08

TXRH TEXAS ROADHOUSE INC554 shares0.00%2026-03-312026-05-08

VANGUARD INDEX FDS

0.88%

Shares416.7K

Event2026-03-31

Filed2026-05-08

VGSH

VANGUARD SCOTTSDALE FDS

4.91%

Shares2.1M

Event2026-03-31

Filed2026-05-08

BSV

VANGUARD BD INDEX FDS

-0.88%

Shares1.3M

Event2026-03-31

Filed2026-05-08

SHY

ISHARES TR

0.44%

Shares1.1M

Event2026-03-31

Filed2026-05-08

VCSH

VANGUARD SCOTTSDALE FDS

0.01%

Shares960.6K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

1.05%

Shares254.9K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

1.44%

Shares276.2K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

1.67%

Shares258.7K

Event2026-03-31

Filed2026-05-08

VGK

VANGUARD INTL EQUITY INDEX F

0.16%

Shares776.1K

Event2026-03-31

Filed2026-05-08

VYM

VANGUARD WHITEHALL FDS

1.46%

Shares396.2K

Event2026-03-31

Filed2026-05-08

VPL

VANGUARD INTL EQUITY INDEX F

-0.24%

Shares599.0K

Event2026-03-31

Filed2026-05-08

VWO

VANGUARD INTL EQUITY INDEX F

2.22%

Shares1.0M

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

-2.06%

Shares84.7K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

4.57%

Shares94.0K

Event2026-03-31

Filed2026-05-08

SGOV

ISHARES TR

15.05%

Shares517.7K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES TR

6.11%

Shares418.4K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

0.09%

Shares108.0K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-0.12%

Shares91.7K

Event2026-03-31

Filed2026-05-08

IPAC

ISHARES TR

0.99%

Shares345.8K

Event2026-03-31

Filed2026-05-08

IEUR

ISHARES TR

1.28%

Shares353.0K

Event2026-03-31

Filed2026-05-08

BND

VANGUARD BD INDEX FDS

3.54%

Shares333.2K

Event2026-03-31

Filed2026-05-08

IEMG

ISHARES INC

1.06%

Shares339.5K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

2.85%

Shares183.8K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

5.60%

Shares305.5K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

-0.31%

Shares79.9K

Event2026-03-31

Filed2026-05-08

BIV

VANGUARD BD INDEX FDS

-1.15%

Shares224.7K

Event2026-03-31

Filed2026-05-08

BANK NEW YORK MELLON CORP

-3.11%

Shares143.5K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

4.88%

Shares95.2K

Event2026-03-31

Filed2026-05-08

VTEB

VANGUARD MUN BD FDS

14.52%

Shares330.2K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

20.30%

Shares53.3K

Event2026-03-31

Filed2026-05-08

SHV

ISHARES TR

1.57%

Shares134.8K

Event2026-03-31

Filed2026-05-08

ITOT

ISHARES TR

0.18%

Shares102.3K

Event2026-03-31

Filed2026-05-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

-4.55%

Shares21

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

3.07%

Shares28.6K

Event2026-03-31

Filed2026-05-08

SPSB

SPDR SERIES TRUST

-1.86%

Shares450.9K

Event2026-03-31

Filed2026-05-08

IGSB

ISHARES TR

8.27%

Shares257.0K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

1.63%

Shares78.4K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

3.59%

Shares45.8K

Event2026-03-31

Filed2026-05-08

SUB

ISHARES TR

21.84%

Shares119.2K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-3.13%

Shares42.1K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

5.76%

Shares55.5K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

0.30%

Shares92.2K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

-2.66%

Shares43.9K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

9.86%

Shares72.0K

Event2026-03-31

Filed2026-05-08

HDV

ISHARES TR

-0.05%

Shares75.7K

Event2026-03-31

Filed2026-05-08

IXUS

ISHARES TR

1.47%

Shares113.2K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

-0.28%

Shares63.7K

Event2026-03-31

Filed2026-05-08

PROSHARES TR

46.48%

Shares113.3K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

1.69%

Shares9.6K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

2.17%

Shares28.6K

Event2026-03-31

Filed2026-05-08

DVY

ISHARES TR

-1.25%

Shares50.7K

Event2026-03-31

Filed2026-05-08

AMAT

APPLIED MATLS INC

0.00%

Shares22.4K

Event2026-03-31

Filed2026-05-08

CHDN

CHURCHILL DOWNS INC

0.00%

Shares81.3K

Event2026-03-31

Filed2026-05-08

PEP

PEPSICO INC

1.01%

Shares46.5K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

0.50%

Shares32.1K

Event2026-03-31

Filed2026-05-08

MUB

ISHARES TR

17.16%

Shares64.0K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

-0.48%

Shares10.1K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

-0.50%

Shares20.8K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

8.18%

Shares95.8K

Event2026-03-31

Filed2026-05-08

GE AEROSPACE

1.01%

Shares21.4K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

10.10%

Shares18.8K

Event2026-03-31

Filed2026-05-08

SCHD

SCHWAB STRATEGIC TR

-1.67%

Shares179.9K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

2.75%

Shares43.6K

Event2026-03-31

Filed2026-05-08

VGIT

VANGUARD SCOTTSDALE FDS

40.13%

Shares88.7K

Event2026-03-31

Filed2026-05-08

PNC

PNC FINL SVCS GROUP INC

0.36%

Shares24.2K

Event2026-03-31

Filed2026-05-08

SDY

SPDR SERIES TRUST

-3.50%

Shares34.2K

Event2026-03-31

Filed2026-05-08

GEV

GE VERNOVA INC

0.91%

Shares5.5K

Event2026-03-31

Filed2026-05-08

NSC

NORFOLK SOUTHN CORP

0.00%

Shares16.8K

Event2026-03-31

Filed2026-05-08

BMY

BRISTOL-MYERS SQUIBB CO

324.51%

Shares77.8K

Event2026-03-31

Filed2026-05-08

IBM

INTERNATIONAL BUSINESS MACHS

0.98%

Shares19.4K

Event2026-03-31

Filed2026-05-08

UNP

UNION PAC CORP

-0.19%

Shares18.5K

Event2026-03-31

Filed2026-05-08

IVE

ISHARES TR

-0.75%

Shares20.7K

Event2026-03-31

Filed2026-05-08

VISA INC

4.97%

Shares14.4K

Event2026-03-31

Filed2026-05-08

IVW

ISHARES TR

-0.42%

Shares37.8K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

-13.59%

Shares19.9K

Event2026-03-31

Filed2026-05-08

WOR

WORTHINGTON ENTERPRISES INC

0.00%

Shares76.1K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-08

NEE

NEXTERA ENERGY INC

5.75%

Shares41.7K

Event2026-03-31

Filed2026-05-08

KTOS

KRATOS DEFENSE & SEC SOLUTIO

New

Shares53.7K

Event2026-03-31

Filed2026-05-08

PPG

PPG INDS INC

0.00%

Shares34.3K

Event2026-03-31

Filed2026-05-08

MASTERCARD INCORPORATED

1.36%

Shares7.2K

Event2026-03-31

Filed2026-05-08