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The Analysis of Sound View Wealth Advisors Group, LLC's Holdings & P&L

Currently, Sound View Wealth Advisors Group, LLC holds 422 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in IBDV (+267.6K shares, valued at $5.9M), N/A (+22.9K shares, valued at $4.5M), CGIC (+128.6K shares, valued at $4.3M); decreased their positions in VTI (-5.5K shares, valued at $1.8M), AAPL (-5.0K shares, valued at $1.3M), SCHX (-40.3K shares, valued at $1.0M); initiated new positions in N/A (+22.9K shares, valued at $4.5M), PULS (+8.4K shares, valued at $415.8K), EWY (+3.0K shares, valued at $373.1K).

1M P&L

+13.4M+0.95%

3M P&L

-150.7M-9.55%

HY P&L

-101.4M-6.63%

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/A681.3M

51.4%

2Drug Manufacturers - General79.8M

6.0%

3Consumer Electronics69.7M

5.3%

Top Industries by Stock Count

1N/A148 stocks

38.3%

2Software - Application12 stocks

3.1%

3Aerospace & Defense11 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC274.8K shares-1.78%2026-03-312026-05-06

IBDS ISHARES TR2.0M shares3.34%2026-03-312026-05-06

IBDR ISHARES TR2.0M shares-1.59%2026-03-312026-05-06

IBDU ISHARES TR1.8M shares9.48%2026-03-312026-05-06

NVDA NVIDIA CORPORATION228.0K shares-0.13%2026-03-312026-05-06

IBDT ISHARES TR1.6M shares8.06%2026-03-312026-05-06

IBDV ISHARES TR1.7M shares18.10%2026-03-312026-05-06

MSFT MICROSOFT CORP94.0K shares1.40%2026-03-312026-05-06

Sponsored

BUFR FIRST TR EXCHNG TRADED FD VI883.1K shares-1.30%2026-03-312026-05-06

IBDW ISHARES TR1.2M shares5.69%2026-03-312026-05-06

SCHX SCHWAB STRATEGIC TR917.7K shares-4.21%2026-03-312026-05-06

VANGUARD INDEX FDS VANGUARD INDEX FDS38.8K shares-0.41%2026-03-312026-05-06

IBDX ISHARES TR905.7K shares5.79%2026-03-312026-05-06

VTI VANGUARD INDEX FDS70.4K shares-7.29%2026-03-312026-05-06

LLY ELI LILLY & CO22.4K shares-1.30%2026-03-312026-05-06

JPM JPMORGAN CHASE & CO64.6K shares-0.93%2026-03-312026-05-06

Sponsored

VIG VANGUARD SPECIALIZED FUNDS87.4K shares-0.54%2026-03-312026-05-06

AMZN AMAZON COM INC88.9K shares0.20%2026-03-312026-05-06

VGT VANGUARD WORLD FD25.1K shares-1.28%2026-03-312026-05-06

BROADCOM INC BROADCOM INC54.9K shares-0.99%2026-03-312026-05-06

ALPHABET INC ALPHABET INC58.0K shares-2.20%2026-03-312026-05-06

JNJ JOHNSON & JOHNSON68.1K shares-1.19%2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR28.3K shares-0.36%2026-03-312026-05-06

SCHD SCHWAB STRATEGIC TR520.6K shares-5.24%2026-03-312026-05-06

Sponsored

BMY BRISTOL-MYERS SQUIBB CO244.6K shares-6.12%2026-03-312026-05-06

SPHQ INVESCO EXCHANGE TRADED FD T194.6K shares-1.31%2026-03-312026-05-06

ALPHABET INC ALPHABET INC49.1K shares-0.74%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T20.2K shares-0.39%2026-03-312026-05-06

TSLA TESLA INC34.9K shares-0.89%2026-03-312026-05-06

WMT WALMART INC95.9K shares-3.62%2026-03-312026-05-06

XLK SELECT SECTOR SPDR TR88.8K shares-0.91%2026-03-312026-05-06

HD HOME DEPOT INC35.3K shares0.76%2026-03-312026-05-06

Sponsored

ABBV ABBVIE INC53.1K shares0.55%2026-03-312026-05-06

DIA STATE STR SPDR DOW JONES IND24.8K shares-0.91%2026-03-312026-05-06

XOM EXXON MOBIL CORP67.0K shares-1.31%2026-03-312026-05-06

PG PROCTER & GAMBLE CO78.5K shares-2.20%2026-03-312026-05-06

IBTG ISHARES TR491.9K shares-0.52%2026-03-312026-05-06

CGIC CAPITAL GROUP INTERNATIONAL330.6K shares63.68%2026-03-312026-05-06

AMGN AMGEN INC29.1K shares-0.43%2026-03-312026-05-06

DGRO ISHARES TR140.7K shares-3.95%2026-03-312026-05-06

Sponsored

EPD ENTERPRISE PRODS PARTNERS L241.8K shares-0.54%2026-03-312026-05-06

IWF ISHARES TR21.2K shares0.03%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL18.8K shares-0.23%2026-03-312026-05-06

VYM VANGUARD WHITEHALL FDS60.7K shares-1.33%2026-03-312026-05-06

SO SOUTHERN CO89.6K shares-0.17%2026-03-312026-05-06

CATH GLOBAL X FDS109.9K shares-3.92%2026-03-312026-05-06

RTX RTX CORPORATION43.8K shares-1.72%2026-03-312026-05-06

KO COCA COLA CO105.2K shares-6.15%2026-03-312026-05-06

Sponsored

MERCK & CO INC MERCK & CO INC64.5K shares0.37%2026-03-312026-05-06

SCHF SCHWAB STRATEGIC TR311.3K shares2.58%2026-03-312026-05-06

GLD SPDR GOLD TR17.7K shares7.89%2026-03-312026-05-06

IBM INTERNATIONAL BUSINESS MACHS31.1K shares-0.65%2026-03-312026-05-06

CVX CHEVRON CORPORATION35.7K shares5.29%2026-03-312026-05-06

META META PLATFORMS INC12.6K shares0.41%2026-03-312026-05-06

XLU SELECT SECTOR SPDR TR153.7K shares-1.24%2026-03-312026-05-06

CAT CATERPILLAR INC9.9K shares-1.41%2026-03-312026-05-06

Sponsored

MCD MCDONALDS CORP22.1K shares-1.51%2026-03-312026-05-06

PM PHILIP MORRIS INTL INC40.5K shares0.76%2026-03-312026-05-06

AFL AFLAC INC59.6K shares-0.49%2026-03-312026-05-06

PEP PEPSICO INC41.9K shares-0.16%2026-03-312026-05-06

BND VANGUARD BD INDEX FDS85.5K shares0.02%2026-03-312026-05-06

V VISA INC20.8K shares-3.75%2026-03-312026-05-06

IBMO ISHARES TR227.6K shares5.62%2026-03-312026-05-06

XLP SELECT SECTOR SPDR TR70.9K shares-0.23%2026-03-312026-05-06

Sponsored

COST COSTCO WHOLESALE CORPORATION5.8K shares1.11%2026-03-312026-05-06

IWR ISHARES TR56.8K shares-1.44%2026-03-312026-05-06

VTV VANGUARD INDEX FDS27.2K shares-1.32%2026-03-312026-05-06

IWB ISHARES TR14.9K shares-0.32%2026-03-312026-05-06

FITB FIFTH THIRD BANCORP112.7K shares0.35%2026-03-312026-05-06

EMR EMERSON ELEC CO39.4K shares-0.52%2026-03-312026-05-06

IBMP ISHARES TR198.0K shares8.16%2026-03-312026-05-06

XLV SELECT SECTOR SPDR TR31.3K shares-4.00%2026-03-312026-05-06

Sponsored

MO ALTRIA GROUP INC69.1K shares0.35%2026-03-312026-05-06

AGG ISHARES TR45.8K shares3.17%2026-03-312026-05-06

IEFA ISHARES TR50.3K shares2.90%2026-03-312026-05-06

ASTRAZENECA PLC ASTRAZENECA PLC22.9K sharesnew addition2026-03-312026-05-06

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL11.3K shares-6.67%2026-03-312026-05-06

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP12.8K shares-2.93%2026-03-312026-05-06

LAM RESEARCH CORP LAM RESEARCH CORP20.2K shares1.70%2026-03-312026-05-06

KMI KINDER MORGAN INC DEL127.2K shares0.89%2026-03-312026-05-06

Sponsored

NEE NEXTERA ENERGY INC45.5K shares-2.19%2026-03-312026-05-06

ED CONSOLIDATED EDISON INC37.0K shares1.39%2026-03-312026-05-06

IBMQ ISHARES TR160.9K shares10.24%2026-03-312026-05-06

GILD GILEAD SCIENCES INC28.9K shares-2.54%2026-03-312026-05-06

TXN TEXAS INSTRS INC20.4K shares-0.00%2026-03-312026-05-06

AXP AMERICAN EXPRESS CO13.0K shares-0.77%2026-03-312026-05-06

VUG VANGUARD INDEX FDS8.9K shares-1.42%2026-03-312026-05-06

TJX TJX COS INC NEW24.0K shares0.21%2026-03-312026-05-06

Sponsored

VHT VANGUARD WORLD FD13.3K shares-2.34%2026-03-312026-05-06

IWM ISHARES TR14.5K shares-0.64%2026-03-312026-05-06

CSCO CISCO SYS INC45.6K shares-4.11%2026-03-312026-05-06

WMB WILLIAMS COS INC48.6K shares-1.34%2026-03-312026-05-06

PGR PROGRESSIVE CORP17.8K shares5.51%2026-03-312026-05-06

BAC BANK AMERICA CORP70.2K shares-0.13%2026-03-312026-05-06

ORCL ORACLE CORP23.2K shares-2.50%2026-03-312026-05-06

SLV ISHARES SILVER TR49.7K shares-8.62%2026-03-312026-05-06

Sponsored

SYK STRYKER CORPORATION9.9K shares0.71%2026-03-312026-05-06

VIGI VANGUARD WHITEHALL FDS36.5K shares1.04%2026-03-312026-05-06

DLR DIGITAL RLTY TR INC17.6K shares0.27%2026-03-312026-05-06

WELL WELLTOWER INC16.0K shares-1.38%2026-03-312026-05-06

WRB BERKLEY W R CORP46.8K shares-0.05%2026-03-312026-05-06

MEDTRONIC PLC MEDTRONIC PLC34.9K shares1.02%2026-03-312026-05-06

AEP AMERICAN ELEC PWR CO INC22.4K shares-1.46%2026-03-312026-05-06

QCOM QUALCOMM INC22.4K shares-0.22%2026-03-312026-05-06

Sponsored

IVV ISHARES TR4.4K shares-9.92%2026-03-312026-05-06

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW21.8K shares-0.22%2026-03-312026-05-06

MU MICRON TECHNOLOGY INC8.4K shares-6.30%2026-03-312026-05-06

WFC WELLS FARGO & CO34.9K shares3.11%2026-03-312026-05-06

LOW LOWES COS INC11.7K shares-7.07%2026-03-312026-05-06

XEL XCEL ENERGY INC34.6K shares0.84%2026-03-312026-05-06

WCN WASTE CONNECTIONS INC16.4K shares2.78%2026-03-312026-05-06

HCA HCA HEALTHCARE INC5.5K shares-2.37%2026-03-312026-05-06

Sponsored

Z ZILLOW GROUP INC62.7K shares-6.00%2026-03-312026-05-06

VO VANGUARD INDEX FDS9.0K shares3.41%2026-03-312026-05-06

TMO THERMO FISHER SCIENTIFIC INC5.1K shares2.66%2026-03-312026-05-06

ISHARES GOLD TR ISHARES GOLD TR28.4K shares0.00%2026-03-312026-05-06

IGSB ISHARES TR45.6K shares0.00%2026-03-312026-05-06

VRT VERTIV HOLDINGS CO9.4K shares-7.36%2026-03-312026-05-06

ITW ILLINOIS TOOL WKS INC8.9K shares-1.74%2026-03-312026-05-06

ABT ABBOTT LABORATORIES22.3K shares-6.37%2026-03-312026-05-06

Sponsored

VZ VERIZON COMMUNICATIONS INC45.6K shares-0.62%2026-03-312026-05-06

DE DEERE & CO4.0K shares0.08%2026-03-312026-05-06

DNP DNP SELECT INCOME FD INC216.6K shares0.21%2026-03-312026-05-06

KMB KIMBERLY-CLARK CORP22.7K shares-8.14%2026-03-312026-05-06

VOE VANGUARD INDEX FDS11.9K shares-4.02%2026-03-312026-05-06

NOBL PROSHARES TR20.2K shares-1.15%2026-03-312026-05-06

LMT LOCKHEED MARTIN CORP3.5K shares-0.88%2026-03-312026-05-06

VOOG VANGUARD ADMIRAL FDS INC4.9K shares2.01%2026-03-312026-05-06

Sponsored

IBMR ISHARES TR77.3K shares4.40%2026-03-312026-05-06

IBKR INTERACTIVE BROKERS GROUP IN28.5K shares-1.22%2026-03-312026-05-06

ISTB ISHARES TR39.3K shares-7.11%2026-03-312026-05-06

PANW PALO ALTO NETWORKS INC11.9K shares13.83%2026-03-312026-05-06

REGN REGENERON PHARMACEUTICALS2.4K shares0.58%2026-03-312026-05-06

EQIX EQUINIX INC1.9K shares37.33%2026-03-312026-05-06

ADP AUTOMATIC DATA PROCESSING IN9.2K shares-5.12%2026-03-312026-05-06

WM WASTE MGMT INC DEL8.0K shares0.71%2026-03-312026-05-06

Sponsored

VRTX VERTEX PHARMACEUTICALS INC3.9K shares-0.18%2026-03-312026-05-06

IWD ISHARES TR8.0K shares0.00%2026-03-312026-05-06

AMAT APPLIED MATLS INC5.0K shares1.51%2026-03-312026-05-06

JAZZ JAZZ PHARMACEUTICALS PLC8.9K shares1.16%2026-03-312026-05-06

PFF ISHARES TR54.9K shares-5.82%2026-03-312026-05-06

ZG ZILLOW GROUP INC39.3K shares0.00%2026-03-312026-05-06

AMD ADVANCED MICRO DEVICES INC8.0K shares0.78%2026-03-312026-05-06

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC16.3K shares2.55%2026-03-312026-05-06

Sponsored

HON HONEYWELL INTL INC7.0K shares-0.50%2026-03-312026-05-06

MDLZ MONDELEZ INTL INC27.4K shares-5.12%2026-03-312026-05-06

JIRE J P MORGAN EXCHANGE TRADED F20.8K shares22.21%2026-03-312026-05-06

IVW ISHARES TR13.8K shares-0.23%2026-03-312026-05-06

DVY ISHARES TR10.1K shares-0.03%2026-03-312026-05-06

PFE PFIZER INC52.7K shares-8.17%2026-03-312026-05-06

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-05-06

NFLX NETFLIX INC.14.7K shares-12.74%2026-03-312026-05-06

Sponsored

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO26.6K shares0.00%2026-03-312026-05-06

BUFF INNOVATOR ETFS TRUST28.3K shares-4.85%2026-03-312026-05-06

INTC INTEL CORP31.3K shares9.07%2026-03-312026-05-06

NSC NORFOLK SOUTHN CORP4.8K shares-1.27%2026-03-312026-05-06

GIS GENERAL MILLS INC36.4K shares1.39%2026-03-312026-05-06

GS GOLDMAN SACHS GROUP INC1.6K shares0.13%2026-03-312026-05-06

NOC NORTHROP GRUMMAN CORP1.9K shares2.54%2026-03-312026-05-06

BLACKROCK INC BLACKROCK INC1.3K shares-1.33%2026-03-312026-05-06

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC3.8K shares-10.32%2026-03-312026-05-06

FCX FREEPORT MCMORAN INC21.7K shares-1.96%2026-03-312026-05-06

IEF ISHARES TR13.3K shares-2.14%2026-03-312026-05-06

UNH UNITEDHEALTH GROUP INC4.7K shares-3.55%2026-03-312026-05-06

EATON CORP PLC EATON CORP PLC3.5K shares-0.26%2026-03-312026-05-06

WDAY WORKDAY INC9.6K shares18.88%2026-03-312026-05-06

AIRR FIRST TR EXCHANGE TRADED FD11.3K shares11.68%2026-03-312026-05-06

VCR VANGUARD WORLD FD3.4K shares-1.66%2026-03-312026-05-06

Sponsored

TMFC RBB FD INC18.4K shares-0.63%2026-03-312026-05-06

VWO VANGUARD INTL EQUITY INDEX F22.0K shares0.79%2026-03-312026-05-06

SHOP SHOPIFY INC9.9K shares17.77%2026-03-312026-05-06

NXPI NXP SEMICONDUCTORS N V6.0K shares-1.13%2026-03-312026-05-06

DIS DISNEY WALT CO12.1K shares4.28%2026-03-312026-05-06

SMH VANECK ETF TRUST3.0K shares-1.81%2026-03-312026-05-06

ISRG INTUITIVE SURGICAL INC2.5K shares-6.33%2026-03-312026-05-06

GE AEROSPACE GE AEROSPACE4.0K shares1.87%2026-03-312026-05-06

Sponsored

ZTS ZOETIS INC9.5K shares0.86%2026-03-312026-05-06

FIX COMFORT SYS USA INC808 shares0.62%2026-03-312026-05-06

VEA VANGUARD TAX-MANAGED FDS17.1K shares10.95%2026-03-312026-05-06

CSX CSX CORP26.3K shares-0.76%2026-03-312026-05-06

KLAC KLA CORP731 shares-7.35%2026-03-312026-05-06

COWZ PACER FDS TR17.1K shares-27.07%2026-03-312026-05-06

CRM SALESFORCE INC5.7K shares-4.13%2026-03-312026-05-06

PEG PUBLIC SVC ENTERPRISE GROUP13.2K shares-0.99%2026-03-312026-05-06

Sponsored

IBMS ISHARES TR40.9K shares6.77%2026-03-312026-05-06

IWS ISHARES TR7.3K shares0.00%2026-03-312026-05-06

POCT INNOVATOR ETFS TRUST23.6K shares-5.08%2026-03-312026-05-06

PAYX PAYCHEX INC11.0K shares10.29%2026-03-312026-05-06

EFX EQUIFAX INC5.6K shares-2.79%2026-03-312026-05-06

IJR ISHARES TR8.1K shares6.07%2026-03-312026-05-06

FDL FIRST TR EXCHANGE-TRADED FD19.1K shares1.74%2026-03-312026-05-06

IBDY ISHARES TR37.2K shares384.00%2026-03-312026-05-06

Sponsored

IBB ISHARES TR5.7K shares-0.81%2026-03-312026-05-06

USMV ISHARES TR10.3K shares0.04%2026-03-312026-05-06

MS MORGAN STANLEY5.8K shares-3.02%2026-03-312026-05-06

IWP ISHARES TR7.4K shares-0.07%2026-03-312026-05-06

BYRN BYRNA TECHNOLOGIES INC102.5K shares-0.15%2026-03-312026-05-06

ASML ASML HLDG NV704 shares-4.74%2026-03-312026-05-06

BLACKSTONE INC BLACKSTONE INC8.0K shares4.32%2026-03-312026-05-06

PHYS SPROTT ASSET MANAGEMENT LP26.0K shares0.00%2026-03-312026-05-06

Sponsored

UNP UNION PAC CORP3.8K shares-4.16%2026-03-312026-05-06

IBIT ISHARES BITCOIN TRUST ETF23.9K shares4.86%2026-03-312026-05-06

WEC ENERGY GROUP INC WEC ENERGY GROUP INC7.8K shares-2.88%2026-03-312026-05-06

CITIGROUP INC CITIGROUP INC7.9K shares-1.01%2026-03-312026-05-06

ET ENERGY TRANSFER L P46.3K shares-0.71%2026-03-312026-05-06

PRK PARK NATL CORP5.4K shares0.00%2026-03-312026-05-06

GEV GE VERNOVA INC1.0K shares-2.71%2026-03-312026-05-06

HSY HERSHEY CO4.1K shares-4.99%2026-03-312026-05-06

Sponsored

XLE SELECT SECTOR SPDR TR13.8K shares0.20%2026-03-312026-05-06

COP CONOCOPHILLIPS6.4K shares-0.31%2026-03-312026-05-06

MMM 3M CO5.8K shares0.00%2026-03-312026-05-06

GLW CORNING INC6.1K shares-2.53%2026-03-312026-05-06

DFUV DIMENSIONAL ETF TRUST17.2K shares0.00%2026-03-312026-05-06

VEU VANGUARD INTL EQUITY INDEX F11.0K shares-10.84%2026-03-312026-05-06

SHY ISHARES TR9.9K shares0.00%2026-03-312026-05-06

HDV ISHARES TR5.9K shares3.05%2026-03-312026-05-06

Sponsored

CMCSA COMCAST CORP NEW27.5K shares-14.97%2026-03-312026-05-06

CL COLGATE PALMOLIVE CO9.2K shares-8.91%2026-03-312026-05-06

APD AIR PRODUCTS AND CHEMICALS I2.7K shares-14.70%2026-03-312026-05-06

MA MASTERCARD INCORPORATED1.5K shares1.99%2026-03-312026-05-06

SLB SLB LIMITED14.9K shares-4.25%2026-03-312026-05-06

MUB ISHARES TR7.1K shares-6.73%2026-03-312026-05-06

LCTU BLACKROCK ETF TRUST10.7K shares-0.28%2026-03-312026-05-06

IJH ISHARES TR11.0K shares0.05%2026-03-312026-05-06

Sponsored

IWO ISHARES TR2.4K shares0.08%2026-03-312026-05-06

DASH DOORDASH INC4.9K shares4.94%2026-03-312026-05-06

MCO MOODYS CORP1.7K shares-3.65%2026-03-312026-05-06

EFA ISHARES TR7.5K shares0.13%2026-03-312026-05-06

KINIKSA PHARMACEUTICALS INTL KINIKSA PHARMACEUTICALS INTL15.1K shares1.74%2026-03-312026-05-06

IGM ISHARES TR6.1K shares-0.75%2026-03-312026-05-06

CME CME GROUP INC2.4K shares10.45%2026-03-312026-05-06

SPG SIMON PPTY GROUP INC NEW3.8K shares3.10%2026-03-312026-05-06

Sponsored

NBIX NEUROCRINE BIOSCIENCES INC5.4K shares3.26%2026-03-312026-05-06

IVOO VANGUARD ADMIRAL FDS INC6.2K shares-0.26%2026-03-312026-05-06

PNC PNC FINL SVCS GROUP INC3.4K shares0.00%2026-03-312026-05-06

NOW SERVICENOW INC6.7K shares-2.23%2026-03-312026-05-06

VFLO VICTORY PORTFOLIOS II17.8K shares4.44%2026-03-312026-05-06

DHR DANAHER CORP DEL3.7K shares-8.48%2026-03-312026-05-06

LINDE PLC LINDE PLC1.4K shares-0.50%2026-03-312026-05-06

T AT&T INC23.7K shares-2.00%2026-03-312026-05-06

Sponsored

MAR MARRIOTT INTL INC NEW2.1K shares0.00%2026-03-312026-05-06

TFC TRUIST FINL CORP14.8K shares0.02%2026-03-312026-05-06

CW CURTISS WRIGHT CORP996 shares-0.50%2026-03-312026-05-06

DFUS DIMENSIONAL ETF TRUST9.5K shares0.06%2026-03-312026-05-06

RACE FERRARI N V2.0K shares-10.05%2026-03-312026-05-06

FSS FEDERAL SIGNAL CORP6.1K shares0.00%2026-03-312026-05-06

CB CHUBB LTD SWITZ2.0K shares-0.10%2026-03-312026-05-06

TRV TRAVELERS COMPANIES INC2.2K shares-1.16%2026-03-312026-05-06

Sponsored

FTEC FIDELITY COVINGTON TRUST3.1K shares0.00%2026-03-312026-05-06

IWN ISHARES TR3.4K shares0.03%2026-03-312026-05-06

GPN GLOBAL PMTS INC9.3K shares0.00%2026-03-312026-05-06

USB US BANCORP11.9K shares2.06%2026-03-312026-05-06

MTUM ISHARES TR2.6K shares5.71%2026-03-312026-05-06

BGRN ISHARES TR12.8K shares0.00%2026-03-312026-05-06

COF CAPITAL ONE FINL CORP3.3K shares27.90%2026-03-312026-05-06

AON PLC AON PLC1.9K shares-3.57%2026-03-312026-05-06

Sponsored

FDX FEDEX CORP1.7K shares13.10%2026-03-312026-05-06

USLM UNITED STS LIME & MINERALS I4.5K shares0.00%2026-03-312026-05-06

GLDM WORLD GOLD TR6.1K shares0.00%2026-03-312026-05-06

CRWD CROWDSTRIKE HLDGS INC1.4K shares-3.25%2026-03-312026-05-06

UTG REAVES UTIL INCOME FD13.7K shares0.07%2026-03-312026-05-06

CARR CARRIER GLOBAL CORPORATION9.6K shares-5.49%2026-03-312026-05-06

PPL PPL CORP14.1K shares-6.86%2026-03-312026-05-06

WWD WOODWARD INC1.5K shares0.00%2026-03-312026-05-06

Sponsored

BTI BRITISH AMERN TOB PLC9.1K shares11.31%2026-03-312026-05-06

O REALTY INCOME CORP8.5K shares5.65%2026-03-312026-05-06

TGT TARGET CORP4.2K shares-6.41%2026-03-312026-05-06

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY6.4K shares-4.21%2026-03-312026-05-06

CMI CUMMINS INC931 shares-5.10%2026-03-312026-05-06

VDE VANGUARD WORLD FD2.8K shares19.98%2026-03-312026-05-06

HAS HASBRO INC5.2K shares-0.23%2026-03-312026-05-06

TPG TPG INC11.8K shares1.75%2026-03-312026-05-06

Sponsored

EAGG ISHARES TR10.0K shares0.00%2026-03-312026-05-06

SHLD GLOBAL X FDS6.7K shares28.98%2026-03-312026-05-06

TRGP TARGA RES CORP1.9K shares-0.64%2026-03-312026-05-06

SUSA ISHARES TR3.5K shares0.00%2026-03-312026-05-06

PSX PHILLIPS 662.5K shares-5.47%2026-03-312026-05-06

DEO DIAGEO PLC6.2K shares-15.25%2026-03-312026-05-06

LNC LINCOLN NATL CORP IND12.9K shares5.14%2026-03-312026-05-06

VXUS VANGUARD STAR FDS5.9K shares17.99%2026-03-312026-05-06

Sponsored

MOAT VANECK ETF TRUST4.7K shares-4.74%2026-03-312026-05-06

NUBD NUSHARES ETF TR20.4K shares0.00%2026-03-312026-05-06

DRI DARDEN RESTAURANTS INC2.3K shares-1.16%2026-03-312026-05-06

USXF ISHARES TR8.2K shares-0.30%2026-03-312026-05-06

OKE ONEOK INC NEW4.9K shares-17.14%2026-03-312026-05-06

XLF SELECT SECTOR SPDR TR9.0K shares-7.59%2026-03-312026-05-06

AZO AUTOZONE INC131 shares-2.24%2026-03-312026-05-06

PSEP INNOVATOR ETFS TRUST10.2K shares0.00%2026-03-312026-05-06

Sponsored

DDOG DATADOG INC3.7K shares44.47%2026-03-312026-05-06

NVS NOVARTIS AG2.8K shares0.00%2026-03-312026-05-06

PAPR INNOVATOR ETFS TRUST10.8K shares-3.31%2026-03-312026-05-06

RSG REPUBLIC SVCS INC2.0K shares-0.46%2026-03-312026-05-06

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.2K shares12.70%2026-03-312026-05-06

PAUG INNOVATOR ETFS TRUST10.0K shares-0.99%2026-03-312026-05-06

BMRN BIOMARIN PHARMACEUTICAL INC7.5K shares2.82%2026-03-312026-05-06

AEM AGNICO EAGLE MINES LTD2.1K shares0.00%2026-03-312026-05-06

Sponsored

BK BANK NEW YORK MELLON CORP3.6K shares-0.36%2026-03-312026-05-06

PULS PGIM ETF TR8.4K sharesnew addition2026-03-312026-05-06

KRYS KRYSTAL BIOTECH INC1.6K shares0.95%2026-03-312026-05-06

TDV PROSHARES TR4.8K shares0.02%2026-03-312026-05-06

TSCO TRACTOR SUPPLY CO9.0K shares-0.88%2026-03-312026-05-06

MCK MCKESSON CORP467 shares15.31%2026-03-312026-05-06

SLF SUN LIFE FINANCIAL INC.6.4K shares0.00%2026-03-312026-05-06

TER TERADYNE INC1.4K shares0.00%2026-03-312026-05-06

Sponsored

VCLT VANGUARD SCOTTSDALE FDS5.2K shares0.00%2026-03-312026-05-06

ICE INTERCONTINENTAL EXCHANGE IN2.5K shares-7.30%2026-03-312026-05-06

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC16.7K shares0.00%2026-03-312026-05-06

MET METLIFE INC5.4K shares-4.38%2026-03-312026-05-06

ALL ALLSTATE CORP1.8K shares-2.94%2026-03-312026-05-06

CAH CARDINAL HEALTH INC1.8K shares-17.39%2026-03-312026-05-06

EW EDWARDS LIFESCIENCES CORP4.7K shares-0.32%2026-03-312026-05-06

EWY ISHARES INC3.0K sharesnew addition2026-03-312026-05-06

Sponsored

BDX BECTON DICKINSON & CO2.4K shares-6.12%2026-03-312026-05-06

VLO VALERO ENERGY CORP1.5K shares0.07%2026-03-312026-05-06

SCHW SCHWAB CHARLES CORP3.9K shares10.63%2026-03-312026-05-06

CCL CARNIVAL CORP14.0K shares0.16%2026-03-312026-05-06

F FORD MTR CO31.3K shares-14.01%2026-03-312026-05-06

VBK VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-05-06

XLC SELECT SECTOR SPDR TR3.2K shares-19.26%2026-03-312026-05-06

ITOT ISHARES TR2.5K shares1.97%2026-03-312026-05-06

Sponsored

YUM YUM BRANDS INC2.3K shares0.00%2026-03-312026-05-06

IXN ISHARES TR3.5K shares0.00%2026-03-312026-05-06

THE CIGNA GROUP THE CIGNA GROUP1.3K shares-1.95%2026-03-312026-05-06

SJM SMUCKER J M CO3.6K shares11.72%2026-03-312026-05-06

PWV INVESCO EXCHANGE TRADED FD T4.9K shares0.00%2026-03-312026-05-06

XMHQ INVESCO EXCHANGE TRADED FD T3.3K shares35.03%2026-03-312026-05-06

VCSH VANGUARD SCOTTSDALE FDS4.3K shares-11.97%2026-03-312026-05-06

SYY SYSCO CORP4.8K shares-10.40%2026-03-312026-05-06

Sponsored

PLTR PALANTIR TECHNOLOGIES INC2.3K shares-0.13%2026-03-312026-05-06

UNILEVER PLC UNILEVER PLC5.9K shares-13.16%2026-03-312026-05-06

TD TORONTO DOMINION BK ONT3.5K shares-0.48%2026-03-312026-05-06

DSI ISHARES TR2.7K shares-0.56%2026-03-312026-05-06

VMC VULCAN MATLS CO1.2K shares-0.67%2026-03-312026-05-06

ESGU ISHARES TR2.3K shares0.00%2026-03-312026-05-06

MTB M & T BK CORP1.5K shares-0.45%2026-03-312026-05-06

MPC MARATHON PETE CORP1.3K shares-0.23%2026-03-312026-05-06

Sponsored

RDIV INVESCO EXCH TRADED FD TR II5.7K shares11.16%2026-03-312026-05-06

IOCT INNOVATOR ETFS TRUST8.7K shares0.00%2026-03-312026-05-06

IHI ISHARES TR5.7K shares0.83%2026-03-312026-05-06

ESGV VANGUARD WORLD FD2.6K shares-0.19%2026-03-312026-05-06

FTI TECHNIPFMC PLC4.3K shares-4.45%2026-03-312026-05-06

CRH PLC CRH PLC2.8K shares-8.92%2026-03-312026-05-06

PDEC INNOVATOR ETFS TRUST6.9K shares-1.43%2026-03-312026-05-06

ELV ELEVANCE HEALTH INC FORMERLY1.0K shares-0.89%2026-03-312026-05-06

Sponsored

GPC GENUINE PARTS CO2.8K shares-7.16%2026-03-312026-05-06

PFG PRINCIPAL FINANCIAL GROUP IN3.2K shares-16.41%2026-03-312026-05-06

CEG CONSTELLATION ENERGY CORP1.0K shares-23.72%2026-03-312026-05-06

IGV ISHARES TR3.6K sharesnew addition2026-03-312026-05-06

HWM HOWMET AEROSPACE INC1.2K shares6.39%2026-03-312026-05-06

MSA MSA SAFETY INC1.7K shares0.00%2026-03-312026-05-06

SRE SEMPRA2.9K shares0.00%2026-03-312026-05-06

ITA ISHARES TR1.3K sharesnew addition2026-03-312026-05-06

Sponsored

AMT AMERICAN TOWER CORP1.6K shares-0.06%2026-03-312026-05-06

IEMG ISHARES INC4.0K shares-14.73%2026-03-312026-05-06

SCCO SOUTHERN COPPER CORP1.6K sharesnew addition2026-03-312026-05-06

LNT ALLIANT ENERGY CORP3.8K shares-0.13%2026-03-312026-05-06

ADPV SERIES PORTFOLIOS TR6.5K shares13.63%2026-03-312026-05-06

HBAN HUNTINGTON BANCSHARES INC17.4K sharesnew addition2026-03-312026-05-06

HII HUNTINGTON INGALLS INDS INC715 shares-39.41%2026-03-312026-05-06

VB VANGUARD INDEX FDS1.0K shares-35.27%2026-03-312026-05-06

Sponsored

FHI FEDERATED HERMES INC4.8K shares-15.94%2026-03-312026-05-06

XAR SPDR SERIES TRUST1.1K shares10.53%2026-03-312026-05-06

UBER UBER TECHNOLOGIES INC3.7K shares-6.74%2026-03-312026-05-06

ADI ANALOG DEVICES INC828 shares-10.97%2026-03-312026-05-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.4K shares1.41%2026-03-312026-05-06

ALB ALBEMARLE CORP1.5K shares-25.23%2026-03-312026-05-06

INTU INTUIT601 shares-20.40%2026-03-312026-05-06

WSO WATSCO INC709 shares0.00%2026-03-312026-05-06

Sponsored

ESLT ELBIT SYS LTD300 sharesnew addition2026-03-312026-05-06

BA BOEING CO1.3K shares6.90%2026-03-312026-05-06

BR BROADRIDGE FINL SOLUTIONS IN1.5K shares-0.19%2026-03-312026-05-06

ENB ENBRIDGE INC4.6K shares-4.44%2026-03-312026-05-06

CGDV CAPITAL GROUP DIVIDEND VALUE5.8K shares0.95%2026-03-312026-05-06

ZSEP INNOVATOR ETFS TRUST9.3K shares0.00%2026-03-312026-05-06

CEFA GLOBAL X FDS6.7K sharesnew addition2026-03-312026-05-06

VBR VANGUARD INDEX FDS1.1K shares0.36%2026-03-312026-05-06

Sponsored

DTM DT MIDSTREAM INC1.8K shares-18.26%2026-03-312026-05-06

OTIS OTIS WORLDWIDE CORP3.1K shares-24.49%2026-03-312026-05-06

NOCT INNOVATOR ETFS TRUST4.2K shares-17.98%2026-03-312026-05-06

UPS UNITED PARCEL SVCS INC2.4K shares-3.89%2026-03-312026-05-06

IQV IQVIA HLDGS INC1.4K shares-4.52%2026-03-312026-05-06

OXY OCCIDENTAL PETE CORP3.6K sharesnew addition2026-03-312026-05-06

IGE ISHARES TR3.8K sharesnew addition2026-03-312026-05-06

BKNG BOOKING HOLDINGS INC55 shares-1.79%2026-03-312026-05-06

Sponsored

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC2.7K sharesnew addition2026-03-312026-05-06

ARGX ARGENX SE315 shares5.00%2026-03-312026-05-06

NKE NIKE INC4.3K shares-30.09%2026-03-312026-05-06

MAIN MAIN STR CAP CORP4.3K shares-13.99%2026-03-312026-05-06

ATR APTARGROUP INC1.8K shares-7.44%2026-03-312026-05-06

CVS CVS HEALTH CORP3.2K shares-2.68%2026-03-312026-05-06

DFAS DIMENSIONAL ETF TRUST3.2K shares1.72%2026-03-312026-05-06

DELL DELL TECHNOLOGIES INC1.4K sharesnew addition2026-03-312026-05-06

Sponsored

SDIV GLOBAL X FDS8.8K sharesnew addition2026-03-312026-05-06

APP APPLOVIN CORP557 shares28.64%2026-03-312026-05-06

EQR EQUITY RESIDENTIAL3.7K shares0.00%2026-03-312026-05-06

TOTALENERGIES SE TOTALENERGIES SE2.4K sharesnew addition2026-03-312026-05-06

AWK AMERICAN WTR WKS CO INC NEW1.6K shares-0.43%2026-03-312026-05-06

CFG CITIZENS FINL GROUP INC3.6K shares1.57%2026-03-312026-05-06

NTRS NORTHERN TR CORP1.5K shares-0.71%2026-03-312026-05-06

FPE FIRST TR EXCH TRADED FD III12.1K shares0.27%2026-03-312026-05-06

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC1.7K sharesnew addition2026-03-312026-05-06

CDNS CADENCE DESIGN SYSTEM INC769 shares-29.58%2026-03-312026-05-06

SFLR INNOVATOR ETFS TRUST6.0K shares0.00%2026-03-312026-05-06

LHX L3HARRIS TECHNOLOGIES INC609 sharesnew addition2026-03-312026-05-06

VDC VANGUARD WORLD FD921 sharesnew addition2026-03-312026-05-06

ZBH ZIMMER BIOMET HOLDINGS INC2.3K shares0.66%2026-03-312026-05-06

AYI ACUITY INC737 shares0.27%2026-03-312026-05-06

SNOW SNOWFLAKE INC1.4K sharesnew addition2026-03-312026-05-06

Sponsored

CTAS CINTAS CORP1.2K shares-0.58%2026-03-312026-05-06

CROWN CASTLE INC CROWN CASTLE INC2.5K shares-7.20%2026-03-312026-05-06

CLX CLOROX CO DEL2.0K sharesnew addition2026-03-312026-05-06

VTWO VANGUARD SCOTTSDALE FDS2.0K shares-0.49%2026-03-312026-05-06

ORLY OREILLY AUTOMOTIVE INC2.2K shares-0.68%2026-03-312026-05-06

DHI D R HORTON INC1.5K shares-10.66%2026-03-312026-05-06

ARCC ARES CAPITAL CORP10.7K sharesnew addition2026-03-312026-05-06

NZF NUVEEN MUN CR INCOME FD12.5K shares0.00%2026-03-312026-05-06

Sponsored

PCN PIMCO CORPORATE & INCM STRG12.1K shares0.00%2026-03-312026-05-06

PROP PRAIRIE OPER CO56.4K sharesnew addition2026-03-312026-05-06

BTZ BLACKROCK CR ALLOCATION10.4K shares-5.20%2026-03-312026-05-06

BFLY BUTTERFLY NETWORK INC16.0K shares0.00%2026-03-312026-05-06

COTY COTY INC24.3K sharesnew addition2026-03-312026-05-06

CALC CALCIMEDICA INC10.0K shares-50.25%2026-03-312026-05-06

AAPL

APPLE INC

-1.78%

Shares274.8K

Event2026-03-31

Filed2026-05-06

IBDS

ISHARES TR

3.34%

Shares2.0M

Event2026-03-31

Filed2026-05-06

IBDR

ISHARES TR

-1.59%

Shares2.0M

Event2026-03-31

Filed2026-05-06

IBDU

ISHARES TR

9.48%

Shares1.8M

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

-0.13%

Shares228.0K

Event2026-03-31

Filed2026-05-06

IBDT

ISHARES TR

8.06%

Shares1.6M

Event2026-03-31

Filed2026-05-06

IBDV

ISHARES TR

18.10%

Shares1.7M

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

1.40%

Shares94.0K

Event2026-03-31

Filed2026-05-06

BUFR

FIRST TR EXCHNG TRADED FD VI

-1.30%

Shares883.1K

Event2026-03-31

Filed2026-05-06

IBDW

ISHARES TR

5.69%

Shares1.2M

Event2026-03-31

Filed2026-05-06

SCHX

SCHWAB STRATEGIC TR

-4.21%

Shares917.7K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

-0.41%

Shares38.8K

Event2026-03-31

Filed2026-05-06

IBDX

ISHARES TR

5.79%

Shares905.7K

Event2026-03-31

Filed2026-05-06

VTI

VANGUARD INDEX FDS

-7.29%

Shares70.4K

Event2026-03-31

Filed2026-05-06

LLY

ELI LILLY & CO

-1.30%

Shares22.4K

Event2026-03-31

Filed2026-05-06

JPM

JPMORGAN CHASE & CO

-0.93%

Shares64.6K

Event2026-03-31

Filed2026-05-06

VIG

VANGUARD SPECIALIZED FUNDS

-0.54%

Shares87.4K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

0.20%

Shares88.9K

Event2026-03-31

Filed2026-05-06

VGT

VANGUARD WORLD FD

-1.28%

Shares25.1K

Event2026-03-31

Filed2026-05-06

BROADCOM INC

-0.99%

Shares54.9K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

-2.20%

Shares58.0K

Event2026-03-31

Filed2026-05-06

JNJ

JOHNSON & JOHNSON

-1.19%

Shares68.1K

Event2026-03-31

Filed2026-05-06

INVESCO QQQ TR

-0.36%

Shares28.3K

Event2026-03-31

Filed2026-05-06

SCHD

SCHWAB STRATEGIC TR

-5.24%

Shares520.6K

Event2026-03-31

Filed2026-05-06

BMY

BRISTOL-MYERS SQUIBB CO

-6.12%

Shares244.6K

Event2026-03-31

Filed2026-05-06

SPHQ

INVESCO EXCHANGE TRADED FD T

-1.31%

Shares194.6K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

-0.74%

Shares49.1K

Event2026-03-31

Filed2026-05-06

SPY

STATE STR SPDR S&P 500 ETF T

-0.39%

Shares20.2K

Event2026-03-31

Filed2026-05-06

TSLA

TESLA INC

-0.89%

Shares34.9K

Event2026-03-31

Filed2026-05-06

WMT

WALMART INC

-3.62%

Shares95.9K

Event2026-03-31

Filed2026-05-06

XLK

SELECT SECTOR SPDR TR

-0.91%

Shares88.8K

Event2026-03-31

Filed2026-05-06

HOME DEPOT INC

0.76%

Shares35.3K

Event2026-03-31

Filed2026-05-06

ABBV

ABBVIE INC

0.55%

Shares53.1K

Event2026-03-31

Filed2026-05-06

DIA

STATE STR SPDR DOW JONES IND

-0.91%

Shares24.8K

Event2026-03-31

Filed2026-05-06

XOM

EXXON MOBIL CORP

-1.31%

Shares67.0K

Event2026-03-31

Filed2026-05-06

PROCTER & GAMBLE CO

-2.20%

Shares78.5K

Event2026-03-31

Filed2026-05-06

IBTG

ISHARES TR

-0.52%

Shares491.9K

Event2026-03-31

Filed2026-05-06

CGIC

CAPITAL GROUP INTERNATIONAL

63.68%

Shares330.6K

Event2026-03-31

Filed2026-05-06

AMGN

AMGEN INC

-0.43%

Shares29.1K

Event2026-03-31

Filed2026-05-06

DGRO

ISHARES TR

-3.95%

Shares140.7K

Event2026-03-31

Filed2026-05-06

EPD

ENTERPRISE PRODS PARTNERS L

-0.54%

Shares241.8K

Event2026-03-31

Filed2026-05-06

IWF

ISHARES TR

0.03%

Shares21.2K

Event2026-03-31

Filed2026-05-06

BERKSHIRE HATHAWAY INC DEL

-0.23%

Shares18.8K

Event2026-03-31

Filed2026-05-06

VYM

VANGUARD WHITEHALL FDS

-1.33%

Shares60.7K

Event2026-03-31

Filed2026-05-06

SOUTHERN CO

-0.17%

Shares89.6K

Event2026-03-31

Filed2026-05-06

CATH

GLOBAL X FDS

-3.92%

Shares109.9K

Event2026-03-31

Filed2026-05-06

RTX

RTX CORPORATION

-1.72%

Shares43.8K

Event2026-03-31

Filed2026-05-06

COCA COLA CO

-6.15%

Shares105.2K

Event2026-03-31

Filed2026-05-06

MERCK & CO INC

0.37%

Shares64.5K

Event2026-03-31

Filed2026-05-06

SCHF

SCHWAB STRATEGIC TR

2.58%

Shares311.3K

Event2026-03-31

Filed2026-05-06

GLD

SPDR GOLD TR

7.89%

Shares17.7K

Event2026-03-31

Filed2026-05-06

IBM

INTERNATIONAL BUSINESS MACHS

-0.65%

Shares31.1K

Event2026-03-31

Filed2026-05-06

CVX

CHEVRON CORPORATION

5.29%

Shares35.7K

Event2026-03-31

Filed2026-05-06