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The Analysis of SOUTHERN MICHIGAN BANK & TRUST's Holdings & P&L

Currently, SOUTHERN MICHIGAN BANK & TRUST holds 424 types of securities in its portfolio with a total value $260.6M. In the most recent quarter, they have increased their positions in SCHG (+1.5M shares, valued at $44.9M), BIV (+433.8K shares, valued at $33.5M), SCHV (+1.0M shares, valued at $30.5M); initiated new positions in SCHG (+1.5M shares, valued at $44.9M), BIV (+433.8K shares, valued at $33.5M), SCHV (+1.0M shares, valued at $30.5M).

1M P&L

+3.4M+1.31%

3M P&L

-341.1K-0.13%

HY P&L

-55.7M-17.32%

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/A184.1M

75.2%

2Semiconductors6.8M

2.8%

3Consumer Electronics6.0M

2.4%

Top Industries by Stock Count

1N/A73 stocks

19.2%

2Drug Manufacturers - General11 stocks

2.9%

3Semiconductors11 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG Schwab U.S. Large Cap Growth ETF1.5M sharesnew addition2026-03-312026-04-27

BIV Vanguard Intermediate Term Bond ETF433.8K sharesnew addition2026-03-312026-04-27

SCHV Schwab U.S. Large Cap Value ETF1.0M sharesnew addition2026-03-312026-04-27

GVI iShares Intermediate Govt Credit Bond ETF281.4K sharesnew addition2026-03-312026-04-27

VO Vanguard Mid Cap ETF64.2K sharesnew addition2026-03-312026-04-27

SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF337.5K sharesnew addition2026-03-312026-04-27

AAPL Apple Inc23.6K sharesnew addition2026-03-312026-04-27

NVDA NVIDIA Corp34.1K sharesnew addition2026-03-312026-04-27

Sponsored

Armstrong Global Holding Inc. Series A Armstrong Global Holding Inc. Series A47.9K sharesnew addition2026-03-312026-04-27

IVV iShares Core S&P 500 ETF6.2K sharesnew addition2026-03-312026-04-27

Alphabet Inc Class A Alphabet Inc Class A13.4K sharesnew addition2026-03-312026-04-27

AMZN Amazon.com Inc13.0K sharesnew addition2026-03-312026-04-27

SDY State Street SPDR S&P Dividend ETF17.3K sharesnew addition2026-03-312026-04-27

ABBV Abbvie Inc.9.5K sharesnew addition2026-03-312026-04-27

IWF iShares Russell 1000 Growth ETF4.7K sharesnew addition2026-03-312026-04-27

MSFT Microsoft Corp5.2K sharesnew addition2026-03-312026-04-27

Sponsored

CAT Caterpillar Inc2.3K sharesnew addition2026-03-312026-04-27

COST Costco Wholesale Corporation1.6K sharesnew addition2026-03-312026-04-27

Alphabet Inc Class C Alphabet Inc Class C5.5K sharesnew addition2026-03-312026-04-27

JNJ Johnson & Johnson5.8K sharesnew addition2026-03-312026-04-27

V Visa Inc4.5K sharesnew addition2026-03-312026-04-27

IWD iShares Russell 1000 Value ETF6.2K sharesnew addition2026-03-312026-04-27

META Meta Platforms Inc2.1K sharesnew addition2026-03-312026-04-27

Broadcom Inc Broadcom Inc3.9K sharesnew addition2026-03-312026-04-27

Sponsored

MCD McDonalds Corp3.7K sharesnew addition2026-03-312026-04-27

SYK Stryker Corporation3.3K sharesnew addition2026-03-312026-04-27

VNQ Vanguard Real Estate Index Fund ETF11.9K sharesnew addition2026-03-312026-04-27

PG Procter & Gamble Co7.2K sharesnew addition2026-03-312026-04-27

NSC Norfolk Southern Corp3.3K sharesnew addition2026-03-312026-04-27

MA Mastercard Inc1.9K sharesnew addition2026-03-312026-04-27

SO Southern Co9.6K sharesnew addition2026-03-312026-04-27

HD Home Depot Inc2.7K sharesnew addition2026-03-312026-04-27

Sponsored

LLY Lilly Eli & Co932 sharesnew addition2026-03-312026-04-27

ABT Abbott Laboratories8.3K sharesnew addition2026-03-312026-04-27

VTEB Vanguard Tax Exempt Bond ETF16.6K sharesnew addition2026-03-312026-04-27

General Dynamics Corp General Dynamics Corp2.4K sharesnew addition2026-03-312026-04-27

UNP Union Pacific Corp3.2K sharesnew addition2026-03-312026-04-27

IJH iShares Core S&P Mid Cap ETF11.4K sharesnew addition2026-03-312026-04-27

CSCO Cisco Systems Inc9.7K sharesnew addition2026-03-312026-04-27

VUG Vanguard Growth ETF1.6K sharesnew addition2026-03-312026-04-27

Sponsored

WMT Walmart Inc5.3K sharesnew addition2026-03-312026-04-27

XOM Exxon Mobil Corp3.9K sharesnew addition2026-03-312026-04-27

Eaton Corp PLC ADR Eaton Corp PLC ADR1.8K sharesnew addition2026-03-312026-04-27

JPM JP Morgan Chase & Co2.1K sharesnew addition2026-03-312026-04-27

CIEN Ciena Corp1.5K sharesnew addition2026-03-312026-04-27

PEP Pepsico Inc3.4K sharesnew addition2026-03-312026-04-27

MO Altria Group Inc7.6K sharesnew addition2026-03-312026-04-27

PM Philip Morris International Inc3.0K sharesnew addition2026-03-312026-04-27

Sponsored

LMT Lockheed Martin Corp762 sharesnew addition2026-03-312026-04-27

NOC Northup Grumman Corp654 sharesnew addition2026-03-312026-04-27

HON Honeywell International Inc1.9K sharesnew addition2026-03-312026-04-27

SHW Sherwin-Williams Co1.3K sharesnew addition2026-03-312026-04-27

KR Kroger Co5.7K sharesnew addition2026-03-312026-04-27

DOV Dover Corp1.8K sharesnew addition2026-03-312026-04-27

COP Conoco Phillips2.9K sharesnew addition2026-03-312026-04-27

NEE Nextera Energy Inc4.0K sharesnew addition2026-03-312026-04-27

Sponsored

DON WisdomTree US Mid Cap Dividend Fd ETF7.1K sharesnew addition2026-03-312026-04-27

BKNG Booking Holdings Inc87 sharesnew addition2026-03-312026-04-27

AMAT Applied Materials Inc1.1K sharesnew addition2026-03-312026-04-27

IWM iShares Russell 2000 ETF1.5K sharesnew addition2026-03-312026-04-27

Lam Research Corp Lam Research Corp1.6K sharesnew addition2026-03-312026-04-27

DE Deere & Co602 sharesnew addition2026-03-312026-04-27

QCOM Qualcomm Inc2.6K sharesnew addition2026-03-312026-04-27

CNI Canadian National Railway Co ADR3.1K sharesnew addition2026-03-312026-04-27

Sponsored

Merck & Co Inc Merck & Co Inc2.6K sharesnew addition2026-03-312026-04-27

WMB Williams Cos Inc4.0K sharesnew addition2026-03-312026-04-27

MPC Marathon Petroleum Corp1.2K sharesnew addition2026-03-312026-04-27

LHX L3Harris Technologies Inc823 sharesnew addition2026-03-312026-04-27

MU Micron Technology Inc824 sharesnew addition2026-03-312026-04-27

AMP Ameriprise Financial Inc625 sharesnew addition2026-03-312026-04-27

RTX RTX Corp1.4K sharesnew addition2026-03-312026-04-27

Berkshire Hathaway Inc Class B Berkshire Hathaway Inc Class B553 sharesnew addition2026-03-312026-04-27

Sponsored

MCK McKesson Corp300 sharesnew addition2026-03-312026-04-27

27 Percent of Bracy & Jahr, Inc 27 Percent of Bracy & Jahr, Inc1 sharesnew addition2026-03-312026-04-27

OEF iShares S&P 100 ETF707 sharesnew addition2026-03-312026-04-27

DES WisdomTree US Small Cap Dividend Fd ETF6.1K sharesnew addition2026-03-312026-04-27

MDLZ Mondelez International Inc3.7K sharesnew addition2026-03-312026-04-27

VB Vanguard Small Cap ETF802 sharesnew addition2026-03-312026-04-27

WM Waste Management Inc910 sharesnew addition2026-03-312026-04-27

GLW Corning, Inc.1.5K sharesnew addition2026-03-312026-04-27

Sponsored

DLR Digital Realty Trust Inc1.1K sharesnew addition2026-03-312026-04-27

DOW Dow Inc4.9K sharesnew addition2026-03-312026-04-27

ENB Enbridge Inc ADR3.7K sharesnew addition2026-03-312026-04-27

NVS Novartis AG ADR1.3K sharesnew addition2026-03-312026-04-27

TMO Thermo Fisher Scientific Inc393 sharesnew addition2026-03-312026-04-27

COF Capital One Financial Corp1.0K sharesnew addition2026-03-312026-04-27

ADBE Adobe Inc.768 sharesnew addition2026-03-312026-04-27

EFA iShares MSCI EAFE ETF1.9K sharesnew addition2026-03-312026-04-27

Sponsored

T AT&T Inc6.3K sharesnew addition2026-03-312026-04-27

SBUX Starbucks Corp2.0K sharesnew addition2026-03-312026-04-27

WSM Williams-Sonoma Inc1.0K sharesnew addition2026-03-312026-04-27

AEP American Electric Power Co Inc1.4K sharesnew addition2026-03-312026-04-27

PRU Prudential Financial Inc1.8K sharesnew addition2026-03-312026-04-27

VZ Verizon Communications Inc3.5K sharesnew addition2026-03-312026-04-27

BMY Bristol-Myers Squibb Co2.8K sharesnew addition2026-03-312026-04-27

HAS Hasbro Inc1.8K sharesnew addition2026-03-312026-04-27

Sponsored

TT Trane Technologies PLC ADR393 sharesnew addition2026-03-312026-04-27

ALL Allstate Corp788 sharesnew addition2026-03-312026-04-27

CRM Salesforce Inc857 sharesnew addition2026-03-312026-04-27

CVS CVS Health Corp2.2K sharesnew addition2026-03-312026-04-27

SHEL Shell PLC ADR1.7K sharesnew addition2026-03-312026-04-27

TSLA Tesla Inc430 sharesnew addition2026-03-312026-04-27

FITB Fifth Third Bancorp3.3K sharesnew addition2026-03-312026-04-27

ISRG Intuitive Surgical Inc334 sharesnew addition2026-03-312026-04-27

Sponsored

HWM Howmet Aerospace Inc666 sharesnew addition2026-03-312026-04-27

ITM VanEck Intermediate Muni ETF3.2K sharesnew addition2026-03-312026-04-27

CPRX Catalyst Pharmaceuticals Inc6.0K sharesnew addition2026-03-312026-04-27

HBAN Huntington Bancshares Inc9.4K sharesnew addition2026-03-312026-04-27

Blackstone Inc Blackstone Inc1.3K sharesnew addition2026-03-312026-04-27

Medtronic PLC ADR Medtronic PLC ADR1.7K sharesnew addition2026-03-312026-04-27

IBM IBM Corp584 sharesnew addition2026-03-312026-04-27

CB Chubb Limited ADR433 sharesnew addition2026-03-312026-04-27

Sponsored

APD Air Products & Chemicals Inc.474 sharesnew addition2026-03-312026-04-27

PYPL PayPal Holdings Inc3.0K sharesnew addition2026-03-312026-04-27

DGX Quest Diagnostics Inc686 sharesnew addition2026-03-312026-04-27

TE Connectivity PLC ADR TE Connectivity PLC ADR634 sharesnew addition2026-03-312026-04-27

MS Morgan Stanley802 sharesnew addition2026-03-312026-04-27

VLO Valero Energy Corp529 sharesnew addition2026-03-312026-04-27

UI Ubiquiti Inc165 sharesnew addition2026-03-312026-04-27

CHD Church & Dwight Co1.4K sharesnew addition2026-03-312026-04-27

Sponsored

PFE Pfizer Inc4.6K sharesnew addition2026-03-312026-04-27

PLD Prologis Inc977 sharesnew addition2026-03-312026-04-27

IEMG iShares Core MSCI Emerging Markets ETF1.8K sharesnew addition2026-03-312026-04-27

Invesco QQQ Trust Series 1 ETF Invesco QQQ Trust Series 1 ETF222 sharesnew addition2026-03-312026-04-27

Duke Energy Corp New Duke Energy Corp New947 sharesnew addition2026-03-312026-04-27

CVX Chevron Corporation597 sharesnew addition2026-03-312026-04-27

GIS General Mills Inc3.3K sharesnew addition2026-03-312026-04-27

MMM 3M Company805 sharesnew addition2026-03-312026-04-27

Sponsored

PNC PNC Financial Services Group550 sharesnew addition2026-03-312026-04-27

PSX Phillips 66625 sharesnew addition2026-03-312026-04-27

Ge Aerospace Ge Aerospace394 sharesnew addition2026-03-312026-04-27

TFC Truist Financial Corp2.4K sharesnew addition2026-03-312026-04-27

ECL Ecolab Inc401 sharesnew addition2026-03-312026-04-27

Armstrong Global Holding Inc Series C Armstrong Global Holding Inc Series C1.1K sharesnew addition2026-03-312026-04-27

CAH Cardinal Health Inc500 sharesnew addition2026-03-312026-04-27

TRP TC Energy Corp ADR1.7K sharesnew addition2026-03-312026-04-27

Sponsored

AXP American Express Co341 sharesnew addition2026-03-312026-04-27

CARR Carrier Global Corp1.8K sharesnew addition2026-03-312026-04-27

EVRG Evergy Inc1.3K sharesnew addition2026-03-312026-04-27

WEC Energy Group Inc WEC Energy Group Inc863 sharesnew addition2026-03-312026-04-27

DKS Dicks Sporting Goods Inc500 sharesnew addition2026-03-312026-04-27

Astrazeneca PLC ADR Astrazeneca PLC ADR509 sharesnew addition2026-03-312026-04-27

NFLX Netflix Inc1.0K sharesnew addition2026-03-312026-04-27

KLAC KLA Corp66 sharesnew addition2026-03-312026-04-27

Sponsored

BDX Becton Dickenson & Co612 sharesnew addition2026-03-312026-04-27

Blackrock Inc Blackrock Inc100 sharesnew addition2026-03-312026-04-27

BAC Bank Of America Corp1.9K sharesnew addition2026-03-312026-04-27

DHR Danaher Corp492 sharesnew addition2026-03-312026-04-27

JCI Johnson Controls Intl PLC ADR708 sharesnew addition2026-03-312026-04-27

HOLX Hologic Inc1.2K sharesnew addition2026-03-312026-04-27

TRV Travelers Companies Inc300 sharesnew addition2026-03-312026-04-27

TGT Target Corp719 sharesnew addition2026-03-312026-04-27

Sponsored

GEV GE Vernova Inc97 sharesnew addition2026-03-312026-04-27

IVW iShares S&P 500 Growth ETF714 sharesnew addition2026-03-312026-04-27

BND Vanguard Total Bond Market ETF1.1K sharesnew addition2026-03-312026-04-27

USB U.S. Bancorp1.5K sharesnew addition2026-03-312026-04-27

PGR Progressive Corp390 sharesnew addition2026-03-312026-04-27

INTC Intel Corp1.7K sharesnew addition2026-03-312026-04-27

ELV Elevance Health Inc.258 sharesnew addition2026-03-312026-04-27

DHI D.R. Horton Inc550 sharesnew addition2026-03-312026-04-27

Sponsored

ZTS Zoetis Inc632 sharesnew addition2026-03-312026-04-27

VTR Ventas Inc895 sharesnew addition2026-03-312026-04-27

WTRG Essential Utilities Inc1.8K sharesnew addition2026-03-312026-04-27

FDX Fedex Corporation200 sharesnew addition2026-03-312026-04-27

PEG Public Service Enterprise Group875 sharesnew addition2026-03-312026-04-27

VTV Vanguard Value ETF361 sharesnew addition2026-03-312026-04-27

DCI Donaldson Co Inc830 sharesnew addition2026-03-312026-04-27

EEM iShares MSCI Emerging Markets ETF1.2K sharesnew addition2026-03-312026-04-27

Sponsored

Blackrock Institutional Trust Company N.A. Ishares Gold ETF Blackrock Institutional Trust Company N.A. Ishares Gold ETF781 sharesnew addition2026-03-312026-04-27

IEF iShares Barclays 7-10 year Treasury Bond Fund707 sharesnew addition2026-03-312026-04-27

FI Fiserv Inc1.2K sharesnew addition2026-03-312026-04-27

IJR iShares Core S&P Small Cap ETF502 sharesnew addition2026-03-312026-04-27

HSY Hershey Co300 sharesnew addition2026-03-312026-04-27

LDOS Leidos Holdings Inc400 sharesnew addition2026-03-312026-04-27

YUM Yum Brands Inc400 sharesnew addition2026-03-312026-04-27

ON On Semiconductor Corp1.0K sharesnew addition2026-03-312026-04-27

Sponsored

LNC Lincoln National Corp1.7K sharesnew addition2026-03-312026-04-27

AZO AutoZone Inc18 sharesnew addition2026-03-312026-04-27

AMT American Tower Corp340 sharesnew addition2026-03-312026-04-27

HTO H2O America1.0K sharesnew addition2026-03-312026-04-27

ALB Albemarle Corporation325 sharesnew addition2026-03-312026-04-27

SRE Sempra600 sharesnew addition2026-03-312026-04-27

TXN Texas Instruments Inc300 sharesnew addition2026-03-312026-04-27

ET Energy Transfer LP3.0K sharesnew addition2026-03-312026-04-27

Sponsored

AFL Aflac Inc525 sharesnew addition2026-03-312026-04-27

RY Royal Bank of Canada ADR356 sharesnew addition2026-03-312026-04-27

SCHF Schwab Strategic Trust International Equity ETF2.3K sharesnew addition2026-03-312026-04-27

SPY State Street SPDR S&P 500 ETF Trust88 sharesnew addition2026-03-312026-04-27

GLD SPDR Gold Shares ETF133 sharesnew addition2026-03-312026-04-27

MFC Manulife Finl Corp1.6K sharesnew addition2026-03-312026-04-27

Capital Clean Energy Carriers Corp Capital Clean Energy Carriers Corp2.8K sharesnew addition2026-03-312026-04-27

CSX CSX Corp1.4K sharesnew addition2026-03-312026-04-27

Sponsored

KO Coca-Cola Co724 sharesnew addition2026-03-312026-04-27

VMC Vulcan Materials Co200 sharesnew addition2026-03-312026-04-27

NXST Nexstar Media Group Inc300 sharesnew addition2026-03-312026-04-27

SNA Snap-on Inc147 sharesnew addition2026-03-312026-04-27

FTNT Fortinet Inc650 sharesnew addition2026-03-312026-04-27

KMI Kinder Morgan Inc1.6K sharesnew addition2026-03-312026-04-27

AMGN Amgen Inc150 sharesnew addition2026-03-312026-04-27

FTV Fortive Corp950 sharesnew addition2026-03-312026-04-27

Sponsored

STZ Constellation Brands Inc Class A350 sharesnew addition2026-03-312026-04-27

WELL Welltower Inc. Ordinary Shares265 sharesnew addition2026-03-312026-04-27

WAB Wabtec Corp209 sharesnew addition2026-03-312026-04-27

EW Edwards Lifesciences Corp649 sharesnew addition2026-03-312026-04-27

AA Alcoa Corporation782 sharesnew addition2026-03-312026-04-27

GILD Gilead Sciences Inc360 sharesnew addition2026-03-312026-04-27

PPL PPL Corporation1.3K sharesnew addition2026-03-312026-04-27

MDY State Street SPDR S&P Mid Cap 400 ETF Trust80 sharesnew addition2026-03-312026-04-27

Sponsored

VIG Vanguard Dividend Appreciation ETF225 sharesnew addition2026-03-312026-04-27

FBTC Fidelity Wise Origin Bitcoin ETF817 sharesnew addition2026-03-312026-04-27

Accenture Plc Ireland Accenture Plc Ireland239 sharesnew addition2026-03-312026-04-27

CMI Cummins Inc88 sharesnew addition2026-03-312026-04-27

DVY iShares Select Dividend ETF303 sharesnew addition2026-03-312026-04-27

OTIS Otis Worldwide Corp595 sharesnew addition2026-03-312026-04-27

BA Boeing Company227 sharesnew addition2026-03-312026-04-27

AIG American International Group Inc600 sharesnew addition2026-03-312026-04-27

Sponsored

IP International Paper Co1.2K sharesnew addition2026-03-312026-04-27

HSIC Henry Schein Inc575 sharesnew addition2026-03-312026-04-27

EMR Emerson Electric321 sharesnew addition2026-03-312026-04-27

UNH Unitedhealth Group Inc153 sharesnew addition2026-03-312026-04-27

D Dominion Energy Inc665 sharesnew addition2026-03-312026-04-27

PLTR Palantir Technologies Inc272 sharesnew addition2026-03-312026-04-27

NKE Nike Inc740 sharesnew addition2026-03-312026-04-27

ACGL Arch Capital Group Ltd ADR395 sharesnew addition2026-03-312026-04-27

Sponsored

GM General Motors Co500 sharesnew addition2026-03-312026-04-27

CEG Constellation Energy Corp133 sharesnew addition2026-03-312026-04-27

LQD ishares iBoxx Investment Grade Corp Bond ETF340 sharesnew addition2026-03-312026-04-27

AMD Advanced Micro Devices Inc177 sharesnew addition2026-03-312026-04-27

CFG Citizens Financial Group600 sharesnew addition2026-03-312026-04-27

CMG Chipotle Mexican Grill Cl A1.1K sharesnew addition2026-03-312026-04-27

Aon PLC ADR Aon PLC ADR108 sharesnew addition2026-03-312026-04-27

HUM Humana Inc200 sharesnew addition2026-03-312026-04-27

Sponsored

KHC Kraft Heinz Co1.5K sharesnew addition2026-03-312026-04-27

DAN Dana Inc1.0K sharesnew addition2026-03-312026-04-27

Invesco Capital Management LLC S&p 500 Equal Weight ETF Invesco Capital Management LLC S&p 500 Equal Weight ETF167 sharesnew addition2026-03-312026-04-27

ORLY O'Reilly Automotive Inc345 sharesnew addition2026-03-312026-04-27

GPC Genuine Parts Co300 sharesnew addition2026-03-312026-04-27

TROW T. Rowe Price Group Inc350 sharesnew addition2026-03-312026-04-27

MNST Monster Beverage Corp431 sharesnew addition2026-03-312026-04-27

OSK Oshkosh Corp200 sharesnew addition2026-03-312026-04-27

Sponsored

SPYG State Street SPDR Portfolio S&P 500 Growth ETF300 sharesnew addition2026-03-312026-04-27

IRM Iron Mountain Inc286 sharesnew addition2026-03-312026-04-27

ADM Archer Daniels Midland Co400 sharesnew addition2026-03-312026-04-27

O Realty Income Corporation470 sharesnew addition2026-03-312026-04-27

IDXX Idexx Laboratorie Inc50 sharesnew addition2026-03-312026-04-27

MKC Mccormick & Co Inc550 sharesnew addition2026-03-312026-04-27

Lazard Inc Lazard Inc650 sharesnew addition2026-03-312026-04-27

ZION Zions Bancorporation N.A.475 sharesnew addition2026-03-312026-04-27

Sponsored

VCIT Vanguard Intermediate Term Corporate Bond ETF330 sharesnew addition2026-03-312026-04-27

TSN Tyson Foods Inc400 sharesnew addition2026-03-312026-04-27

UBER Uber Technologies Inc351 sharesnew addition2026-03-312026-04-27

Qnity Electronics Inc Qnity Electronics Inc217 sharesnew addition2026-03-312026-04-27

ARCC Ares Capital Corp Ordinary Shares1.4K sharesnew addition2026-03-312026-04-27

VWO Vanguard Emerging Markets Stock ETF452 sharesnew addition2026-03-312026-04-27

WY Weyerhaeuser Co.1.0K sharesnew addition2026-03-312026-04-27

NOW ServiceNow Inc232 sharesnew addition2026-03-312026-04-27

Sponsored

IGIB Ishares 5-10 Year Investment Grade Corporate Bond ETF450 sharesnew addition2026-03-312026-04-27

MAR Marriott International Inc73 sharesnew addition2026-03-312026-04-27

PGHY Invesco Global ex-US High Yield Corporate Bond ETF1.2K sharesnew addition2026-03-312026-04-27

LOW Lowes Companies Inc100 sharesnew addition2026-03-312026-04-27

BNS Bank of Nova Scotia Halifax ADR340 sharesnew addition2026-03-312026-04-27

WBD Warner Bros. Discovery Inc850 sharesnew addition2026-03-312026-04-27

IUSB IShares Trust Core Universal USD Bond ETF500 sharesnew addition2026-03-312026-04-27

F Ford Motor Company2.0K sharesnew addition2026-03-312026-04-27

Sponsored

IR Ingersoll-Rand Inc286 sharesnew addition2026-03-312026-04-27

GSK PLC ADR GSK PLC ADR415 sharesnew addition2026-03-312026-04-27

FBND Fidelity Total Bond ETF500 sharesnew addition2026-03-312026-04-27

VLUE iShares MSCI USA Value Factor ETF159 sharesnew addition2026-03-312026-04-27

SPMB State Street SPDR Portfolio Mortgage Backed Bond ETF1.0K sharesnew addition2026-03-312026-04-27

BNDX Vanguard Total International Bond ETF450 sharesnew addition2026-03-312026-04-27

CHTR Charter Communications Inc100 sharesnew addition2026-03-312026-04-27

DGRO iShares Core Dividend Growth ETF300 sharesnew addition2026-03-312026-04-27

Sponsored

BOND Pimco Active Bond ETF225 sharesnew addition2026-03-312026-04-27

CLX Clorox Company200 sharesnew addition2026-03-312026-04-27

USMV iShares MSCI USA Min Vol Factor ETF215 sharesnew addition2026-03-312026-04-27

AGG iShares Core US Aggregate Bond ETF200 sharesnew addition2026-03-312026-04-27

Dupont de Nemours Inc Dupont de Nemours Inc433 sharesnew addition2026-03-312026-04-27

HEI Heico Corp New72 sharesnew addition2026-03-312026-04-27

EXC Exelon Corp400 sharesnew addition2026-03-312026-04-27

YUMC Yum China Hldgs Inc400 sharesnew addition2026-03-312026-04-27

Sponsored

CDNS Cadence Design System Inc70 sharesnew addition2026-03-312026-04-27

TIP iShares TIPS Bond ETF175 sharesnew addition2026-03-312026-04-27

XLK State Street Technology Select Sector SPDR ETF142 sharesnew addition2026-03-312026-04-27

CCL Carnival Corp700 sharesnew addition2026-03-312026-04-27

BP BP PLC ADR378 sharesnew addition2026-03-312026-04-27

CRWV Coreweave Inc. Ordinary Shares - Class A222 sharesnew addition2026-03-312026-04-27

IBB iShares Biotechnology ETF100 sharesnew addition2026-03-312026-04-27

ORCL Oracle Corporation Com114 sharesnew addition2026-03-312026-04-27

Sponsored

XLP State Street Consumer Staples Select Sector SPDR ETF200 sharesnew addition2026-03-312026-04-27

VCSH Vanguard Short Term Corporate Bond ETF200 sharesnew addition2026-03-312026-04-27

VLTO Veralto Corp173 sharesnew addition2026-03-312026-04-27

INTU Intuit Inc35 sharesnew addition2026-03-312026-04-27

HP Inc HP Inc775 sharesnew addition2026-03-312026-04-27

SPGI S&P Global Inc35 sharesnew addition2026-03-312026-04-27

MBB iShares MBS Bond ETF156 sharesnew addition2026-03-312026-04-27

PANW Palo Alto Networks Inc91 sharesnew addition2026-03-312026-04-27

Sponsored

DIS Walt Disney Co150 sharesnew addition2026-03-312026-04-27

SLB SLB Ltd ADR278 sharesnew addition2026-03-312026-04-27

ACA Arcosa Inc133 sharesnew addition2026-03-312026-04-27

EPR EPR Properties275 sharesnew addition2026-03-312026-04-27

QRVO Qorvo Inc175 sharesnew addition2026-03-312026-04-27

HPE Hewlett Packard Enterprise Co567 sharesnew addition2026-03-312026-04-27

BHP BHP Billiton LTD. ADR185 sharesnew addition2026-03-312026-04-27

PBI Pitney Bowes Inc1.2K sharesnew addition2026-03-312026-04-27

Sponsored

TRN Trinity Industries Inc400 sharesnew addition2026-03-312026-04-27

DTE DTE Energy Co87 sharesnew addition2026-03-312026-04-27

ILMN Illumina Inc100 sharesnew addition2026-03-312026-04-27

IEFA iShares Core MSCI EAFE ETF135 sharesnew addition2026-03-312026-04-27

SPTL State Street SPDR Portfolio Long Term Treasury ETF464 sharesnew addition2026-03-312026-04-27

XLU State Street Utulities Select Sector SDPR ETF260 sharesnew addition2026-03-312026-04-27

TXT Textron Inc135 sharesnew addition2026-03-312026-04-27

IVE iShares S&P 500 Value ETF55 sharesnew addition2026-03-312026-04-27

Sponsored

Gen Digital Inc Gen Digital Inc600 sharesnew addition2026-03-312026-04-27

LUV Southwest Airlines Co300 sharesnew addition2026-03-312026-04-27

CTVA Corteva Inc133 sharesnew addition2026-03-312026-04-27

LEG Leggett & Platt Inc1.1K sharesnew addition2026-03-312026-04-27

SPGP Invesco S&P 500 GARP ETF100 sharesnew addition2026-03-312026-04-27

FICO Fair Isaac Corporation10 sharesnew addition2026-03-312026-04-27

IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF200 sharesnew addition2026-03-312026-04-27

CPRT Copart Inc312 sharesnew addition2026-03-312026-04-27

Sponsored

ACHR Archer Aviation Inc Class A2.0K sharesnew addition2026-03-312026-04-27

XMLV Invesco S&P Midcap Low Volatility ETF162 sharesnew addition2026-03-312026-04-27

ODFL Old Dominion Freight Line Inc52 sharesnew addition2026-03-312026-04-27

DGRW WisdomTree US Quality Dividend Growth Fd ETF115 sharesnew addition2026-03-312026-04-27

CME CME Group Inc33 sharesnew addition2026-03-312026-04-27

TYG Tortoise Energy Infrastructure Corp192 sharesnew addition2026-03-312026-04-27

NUSA Nuveen ESG 1-5 Year US Agg Bond ETF400 sharesnew addition2026-03-312026-04-27

ASML ASML Holding NV ADR7 sharesnew addition2026-03-312026-04-27

Sponsored

STLD Steel Dynamics Inc50 sharesnew addition2026-03-312026-04-27

PAYC Paycom Software Inc72 sharesnew addition2026-03-312026-04-27

PFG Principal Financiall Group Inc95 sharesnew addition2026-03-312026-04-27

VRSK Verisk Analytics Inc45 sharesnew addition2026-03-312026-04-27

GEHC GE Healthcare Technologies Inc118 sharesnew addition2026-03-312026-04-27

BR Broadridge Financial Solutions50 sharesnew addition2026-03-312026-04-27

CTAS Cintas Corporation48 sharesnew addition2026-03-312026-04-27

Solstice Advanced Materials Inc. Solstice Advanced Materials Inc.105 sharesnew addition2026-03-312026-04-27

Sponsored

WPC W. P. Carey Inc.116 sharesnew addition2026-03-312026-04-27

MPWR Monolithic Power System Inc7 sharesnew addition2026-03-312026-04-27

SHOP Shopify Inc ADR64 sharesnew addition2026-03-312026-04-27

NOV NOV400 sharesnew addition2026-03-312026-04-27

KKR & Co Inc KKR & Co Inc81 sharesnew addition2026-03-312026-04-27

GIL Gildan Activewear Inc ADR132 sharesnew addition2026-03-312026-04-27

APH Amphenol Corp Class A57 sharesnew addition2026-03-312026-04-27

SOXX iShares Semiconductor ETF21 sharesnew addition2026-03-312026-04-27

Sponsored

PWR Quanta Services, Inc.12 sharesnew addition2026-03-312026-04-27

LECO Lincoln Electric Holdings25 sharesnew addition2026-03-312026-04-27

ARM Arm Holdings PLC40 sharesnew addition2026-03-312026-04-27

DTM DT Midstream Inc44 sharesnew addition2026-03-312026-04-27

GS Goldman Sachs Group, Inc.7 sharesnew addition2026-03-312026-04-27

Unilever Plc ADR Unilever Plc ADR101 sharesnew addition2026-03-312026-04-27

BMRN Biomarin Pharmaceutical Inc100 sharesnew addition2026-03-312026-04-27

VTRS Viatris Inc412 sharesnew addition2026-03-312026-04-27

Sponsored

SNPS Synopsys Inc14 sharesnew addition2026-03-312026-04-27

JETS ESS US Global Jets ETF220 sharesnew addition2026-03-312026-04-27

SPOT Spotify Technology SA ADR11 sharesnew addition2026-03-312026-04-27

GT Goodyear Tire & Rubber Co800 sharesnew addition2026-03-312026-04-27

DDOG Datadog Inc Class A44 sharesnew addition2026-03-312026-04-27

URI United Rentals Inc7 sharesnew addition2026-03-312026-04-27

MOS Mosaic Company200 sharesnew addition2026-03-312026-04-27

TSM Taiwan Semiconductor Mfg Ltd Sponsored ADR15 sharesnew addition2026-03-312026-04-27

Sponsored

HLN Haleon PLC ADR500 sharesnew addition2026-03-312026-04-27

VOOG Vanguard Group, Inc. S&p 500 Growth ETF11 sharesnew addition2026-03-312026-04-27

DAL Delta Air Lines Inc66 sharesnew addition2026-03-312026-04-27

KMB Kimberly-Clark Corp45 sharesnew addition2026-03-312026-04-27

Citigroup Inc New Citigroup Inc New38 sharesnew addition2026-03-312026-04-27

CMCSA Comcast Corp Class A144 sharesnew addition2026-03-312026-04-27

Ataibeckley Inc. Ataibeckley Inc.1.1K sharesnew addition2026-03-312026-04-27

ZBRA Zebra Technologies Corp18 sharesnew addition2026-03-312026-04-27

Sponsored

SLV iShares Silver Trust55 sharesnew addition2026-03-312026-04-27

SOLV Solventum Corp56 sharesnew addition2026-03-312026-04-27

HLT Hilton Worldwide Holdings Inc12 sharesnew addition2026-03-312026-04-27

CRCL Circle Internet Group Inc38 sharesnew addition2026-03-312026-04-27

ICE Intercontinental Exchange, Inc.23 sharesnew addition2026-03-312026-04-27

PH Parker-Hannifin Corp4 sharesnew addition2026-03-312026-04-27

ROKU Roku Inc35 sharesnew addition2026-03-312026-04-27

LPLA Lpl Financial Holdings Inc11 sharesnew addition2026-03-312026-04-27

Sponsored

BSX Boston Scientific Corp.45 sharesnew addition2026-03-312026-04-27

TJX TJX Companies, Inc.17 sharesnew addition2026-03-312026-04-27

WING Wingstop Inc17 sharesnew addition2026-03-312026-04-27

RBLX Roblox Corporation Ordinary Shares - Class A42 sharesnew addition2026-03-312026-04-27

SIVR Abrdn Physical Silver Shares ETF32 sharesnew addition2026-03-312026-04-27

IQV Iqvia Holdings Inc13 sharesnew addition2026-03-312026-04-27

SAP Sap SE ADR11 sharesnew addition2026-03-312026-04-27

CNQ Canadian Natural Resource Adr37 sharesnew addition2026-03-312026-04-27

Sponsored

BBVA Banco Bilbao Vizcaya Argentaria S.A. ADR81 sharesnew addition2026-03-312026-04-27

BCS Barclays PLC ADR78 sharesnew addition2026-03-312026-04-27

NVO Novo Nordisk ADR42 sharesnew addition2026-03-312026-04-27

Vodafone Group PLC Sponsored ADR Vodafone Group PLC Sponsored ADR102 sharesnew addition2026-03-312026-04-27

ING Ing Groep N.V. ADR57 sharesnew addition2026-03-312026-04-27

SAN Banco Santander, S.A.130 sharesnew addition2026-03-312026-04-27

UBS UBS Group Ag39 sharesnew addition2026-03-312026-04-27

Totalenergies Se Ordinary Shares ADR Totalenergies Se Ordinary Shares ADR15 sharesnew addition2026-03-312026-04-27

Sponsored

SONY Sony Corporation68 sharesnew addition2026-03-312026-04-27

Cigna Corp Cigna Corp5 sharesnew addition2026-03-312026-04-27

TM Toyota Motor Corporation6 sharesnew addition2026-03-312026-04-27

COIN Coinbase Global Inc7 sharesnew addition2026-03-312026-04-27

DNOW Dnow Inc100 sharesnew addition2026-03-312026-04-27

FCX Freeport-McMoRan Copper & Gold Inc.20 sharesnew addition2026-03-312026-04-27

CBRL Cracker Barrel Old Country Store Inc40 sharesnew addition2026-03-312026-04-27

REZI Resideo Technologies Inc33 sharesnew addition2026-03-312026-04-27

Sponsored

CMPS Compass Pathways PLC ADR196 sharesnew addition2026-03-312026-04-27

SCHW Charles Schwab Corporation11 sharesnew addition2026-03-312026-04-27

LYG Lloyds Banking Group PLC ADR186 sharesnew addition2026-03-312026-04-27

HSBC HSBC Holdings Plc11 sharesnew addition2026-03-312026-04-27

DB Deutsche Bank Ag Registered Shares ADR30 sharesnew addition2026-03-312026-04-27

MUFG Mitsubishi UFJ Financial Group, Inc. ADR50 sharesnew addition2026-03-312026-04-27

GRAL Grail Inc16 sharesnew addition2026-03-312026-04-27

NOK Nokia Corp ADR100 sharesnew addition2026-03-312026-04-27

Sponsored

ITW Illinois Tool Works3 sharesnew addition2026-03-312026-04-27

RIO Rio Tinto Plc7 sharesnew addition2026-03-312026-04-27

EMBC Embecta Corp73 sharesnew addition2026-03-312026-04-27

CE Celanese Corp Series A8 sharesnew addition2026-03-312026-04-27

SNY Sanofi Aventis ADR9 sharesnew addition2026-03-312026-04-27

KD Kyndryl Holdings Inc32 sharesnew addition2026-03-312026-04-27

Crown Castle Intl Corp Crown Castle Intl Corp4 sharesnew addition2026-03-312026-04-27

Magnum Ice Cream Co. (The) ADR Magnum Ice Cream Co. (The) ADR22 sharesnew addition2026-03-312026-04-27

Sponsored

ONL Orion Properties Inc98 sharesnew addition2026-03-312026-04-27

Versant Media Group Inc Ordinary Shares- Class A Versant Media Group Inc Ordinary Shares- Class A5 sharesnew addition2026-03-312026-04-27

OGN Organon & Co28 sharesnew addition2026-03-312026-04-27

FMC FMC Corp7 sharesnew addition2026-03-312026-04-27

BLNK Blink Charging Co190 sharesnew addition2026-03-312026-04-27

SCHP Schwab US TIPS ETF4 sharesnew addition2026-03-312026-04-27

TDOC Teladoc Health Inc8 sharesnew addition2026-03-312026-04-27

Arcadia Biosciences Inc Arcadia Biosciences Inc2 sharesnew addition2026-03-312026-04-27

Sponsored

SCHG

Schwab U.S. Large Cap Growth ETF

New

Shares1.5M

Event2026-03-31

Filed2026-04-27

BIV

Vanguard Intermediate Term Bond ETF

New

Shares433.8K

Event2026-03-31

Filed2026-04-27

SCHV

Schwab U.S. Large Cap Value ETF

New

Shares1.0M

Event2026-03-31

Filed2026-04-27

GVI

iShares Intermediate Govt Credit Bond ETF

New

Shares281.4K

Event2026-03-31

Filed2026-04-27

Vanguard Mid Cap ETF

New

Shares64.2K

Event2026-03-31

Filed2026-04-27

SPSB

State Street SPDR Portfolio Short Term Corporate Bond ETF

New

Shares337.5K

Event2026-03-31

Filed2026-04-27

AAPL

Apple Inc

New

Shares23.6K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA Corp

New

Shares34.1K

Event2026-03-31

Filed2026-04-27

Armstrong Global Holding Inc. Series A

New

Shares47.9K

Event2026-03-31

Filed2026-04-27

IVV

iShares Core S&P 500 ETF

New

Shares6.2K

Event2026-03-31

Filed2026-04-27

Alphabet Inc Class A

New

Shares13.4K

Event2026-03-31

Filed2026-04-27

AMZN

Amazon.com Inc

New

Shares13.0K

Event2026-03-31

Filed2026-04-27

SDY

State Street SPDR S&P Dividend ETF

New

Shares17.3K

Event2026-03-31

Filed2026-04-27

ABBV

Abbvie Inc.

New

Shares9.5K

Event2026-03-31

Filed2026-04-27

IWF

iShares Russell 1000 Growth ETF

New

Shares4.7K

Event2026-03-31

Filed2026-04-27

MSFT

Microsoft Corp

New

Shares5.2K

Event2026-03-31

Filed2026-04-27

CAT

Caterpillar Inc

New

Shares2.3K

Event2026-03-31

Filed2026-04-27

COST

Costco Wholesale Corporation

New

Shares1.6K

Event2026-03-31

Filed2026-04-27

Alphabet Inc Class C

New

Shares5.5K

Event2026-03-31

Filed2026-04-27

JNJ

Johnson & Johnson

New

Shares5.8K

Event2026-03-31

Filed2026-04-27

Visa Inc

New

Shares4.5K

Event2026-03-31

Filed2026-04-27

IWD

iShares Russell 1000 Value ETF

New

Shares6.2K

Event2026-03-31

Filed2026-04-27