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The Analysis of Sterling Investment Advisors, Ltd.'s Holdings & P&L

Currently, Sterling Investment Advisors, Ltd. holds 212 types of securities in its portfolio with a total value $552.4M. In the most recent quarter, they have increased their positions in DVY (+194.5K shares, valued at $15.2M), BIZD (+154.2K shares, valued at $2.0M), N/A (+402.3K shares, valued at $1.8M); decreased their positions in GDX (-13.6K shares, valued at $1.2M), GLD (-12.1K shares, valued at $1.1M), KMI (-30.2K shares, valued at $1.0M); initiated new positions in N/A (+402.3K shares, valued at $1.8M), N/A (+2.9K shares, valued at $577.4K), VTEC (+5.0K shares, valued at $495.4K).

1M P&L

+15.1M+2.90%

3M P&L

+13.1M+2.50%

HY P&L

+42.0M+8.49%

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/A203.3M

40.4%

2Consumer Electronics33.6M

6.7%

3Software - Infrastructure28.6M

5.7%

Top Industries by Stock Count

1N/A88 stocks

46.1%

2Software - Infrastructure8 stocks

4.2%

3Drug Manufacturers - General5 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL Apple, Inc.132.5K shares-1.73%2026-03-312026-05-04

JFLX JPMorgan Flexible Debt ETF433.5K shares4.73%2026-03-312026-05-04

DVY iShares Flexible Income Active ETF266.0K shares272.20%2026-03-312026-05-04

Alphabet, Inc. A Alphabet, Inc. A52.5K shares-5.09%2026-03-312026-05-04

AMZN Amazon.com, Inc.72.2K shares-0.46%2026-03-312026-05-04

NVDA Nvidia Corp.80.6K shares-0.19%2026-03-312026-05-04

KMI Kinder Morgan, Inc.418.7K shares-6.73%2026-03-312026-05-04

GDX VanEck Gold Miners ETF136.3K shares-9.04%2026-03-312026-05-04

Sponsored

GMED Globus Medical, Inc.144.0K shares0.00%2026-03-312026-05-04

GLD SPDR Gold MiniShares ETF114.9K shares-9.53%2026-03-312026-05-04

MSFT Microsoft Corp.28.9K shares10.62%2026-03-312026-05-04

SPSM iShares Core S&P Small-Cap ETF80.4K shares-1.58%2026-03-312026-05-04

CRWD CrowdStrike Holdings, Inc.24.5K shares6.12%2026-03-312026-05-04

COST Costco Wholesale Corp.9.4K shares-1.18%2026-03-312026-05-04

GS Goldman Sachs Group, Inc.10.8K shares-4.76%2026-03-312026-05-04

LMT Lockheed Martin Corp.13.6K shares-10.46%2026-03-312026-05-04

Sponsored

JEPI JPMorgan Equity Premium Income ETF142.0K shares8.02%2026-03-312026-05-04

UTG Reaves Utility Income Fund192.4K shares1.64%2026-03-312026-05-04

AMLP Alerian MLP ETF138.1K shares9.95%2026-03-312026-05-04

JPM J.P. Morgan Chase & Co.23.2K shares-4.69%2026-03-312026-05-04

HD The Home Depot, Inc.20.1K shares-1.39%2026-03-312026-05-04

JNJ Johnson & Johnson26.5K shares0.00%2026-03-312026-05-04

XOM Exxon Mobil Corp.38.1K shares-3.08%2026-03-312026-05-04

CVX Chevron Corp.30.9K shares-2.17%2026-03-312026-05-04

Sponsored

V Visa, Inc.21.1K shares-1.53%2026-03-312026-05-04

BIZD VanEck BDC Income ETF491.6K shares45.68%2026-03-312026-05-04

WMT Walmart, Inc.49.4K shares-0.05%2026-03-312026-05-04

KKR & Co. KKR & Co.62.5K shares10.59%2026-03-312026-05-04

VRT Vertiv Holdings Co.22.9K shares1.69%2026-03-312026-05-04

HOLA JPMorgan International Hedged Equity ETF104.5K shares5.94%2026-03-312026-05-04

META Meta Platforms, Inc.9.6K shares1.38%2026-03-312026-05-04

MUB iShares S&P National Muni Bond ETF50.6K shares17.57%2026-03-312026-05-04

Sponsored

Alphabet, Inc. C Alphabet, Inc. C17.8K shares-4.88%2026-03-312026-05-04

CWB SPDR Bloomberg Convertible Securities ETF54.4K shares0.19%2026-03-312026-05-04

REMX VanEck Rare Earth & Strategic Metals ETF52.7K shares29.98%2026-03-312026-05-04

PLTR Palantir Technologies, Inc.31.2K shares35.13%2026-03-312026-05-04

AMGN Amgen, Inc.12.9K shares-2.64%2026-03-312026-05-04

Berkshire Hathaway, Inc. B Berkshire Hathaway, Inc. B9.4K shares-0.69%2026-03-312026-05-04

HRTS Tema Heart & Health ETF131.2K shares-2.53%2026-03-312026-05-04

MOAT VanEck Morningstar Wide Moat ETF44.6K shares-5.32%2026-03-312026-05-04

Sponsored

TFC Truist Financial Corp.90.4K shares-2.63%2026-03-312026-05-04

BOTZ Global X Robotics & A.I. ETF124.5K shares2.04%2026-03-312026-05-04

DE Deere & Co.7.3K shares-6.23%2026-03-312026-05-04

TSLA Tesla, Inc.11.0K shares-0.03%2026-03-312026-05-04

HON Honeywell International, Inc.17.3K shares5.04%2026-03-312026-05-04

RSP Invesco S&P 500 Equal Weight ETF20.3K shares-0.80%2026-03-312026-05-04

NLR VanEck Uranium & Nuclear ETF29.1K shares10.09%2026-03-312026-05-04

VPU Vanguard Utilities ETF18.8K shares-0.79%2026-03-312026-05-04

Sponsored

Blackstone Group, Inc. Blackstone Group, Inc.31.4K shares61.45%2026-03-312026-05-04

CAH Cardinal Health, Inc.16.7K shares-7.27%2026-03-312026-05-04

PFE Pfizer, Inc.124.8K shares27.87%2026-03-312026-05-04

SHOP Shopify, Inc.27.8K shares-4.13%2026-03-312026-05-04

BLK BlackRock, Inc.3.3K shares-0.33%2026-03-312026-05-04

Merck & Co. Merck & Co.26.1K shares-1.25%2026-03-312026-05-04

OHI Omega Healthcare Investors, Inc.71.2K shares1.96%2026-03-312026-05-04

CMI Cummins, Inc.5.8K shares-3.76%2026-03-312026-05-04

Sponsored

MOS The Mosaic Co.116.4K shares-3.24%2026-03-312026-05-04

SCHW The Charles Schwab Corp.31.4K shares-0.48%2026-03-312026-05-04

LOW Lowe's Companies, Inc.12.5K shares-0.18%2026-03-312026-05-04

PFF iShares US Preferred Stock ETF96.2K shares2.63%2026-03-312026-05-04

PG Procter & Gamble Co.19.2K shares-1.47%2026-03-312026-05-04

MINO PIMCO Municipal Income Opportunities Active ETF58.5K shares58.15%2026-03-312026-05-04

SPMD SPDR Mid Cap ETF43.4K shares11.02%2026-03-312026-05-04

Eaton Corp. Eaton Corp.7.1K shares-1.72%2026-03-312026-05-04

Sponsored

MDY SPDR S&P MidCap 400 ETF4.1K shares-0.54%2026-03-312026-05-04

REGN Regeneron Pharmaceuticals, Inc.3.1K shares-6.86%2026-03-312026-05-04

MUNI PIMCO Intermediate Muni Bond Active ETF45.7K shares26.24%2026-03-312026-05-04

JPST JPMorgan Ultra-Short Income ETF46.1K shares306.14%2026-03-312026-05-04

SPDR S&P 500 ETF SPDR S&P 500 ETF3.2K shares-0.56%2026-03-312026-05-04

LLY Eli Lilly & Co.2.2K shares0.45%2026-03-312026-05-04

PEP PepsiCo, Inc.12.7K shares4.42%2026-03-312026-05-04

EMR Emerson Electric Co.14.9K shares5.91%2026-03-312026-05-04

Sponsored

CSCO Cisco Systems, Inc.25.0K shares10.71%2026-03-312026-05-04

AMT American Tower Corp.11.1K shares-2.40%2026-03-312026-05-04

MDT Medtronic plc22.0K shares-3.51%2026-03-312026-05-04

MCD McDonald's Corp.5.8K shares0.78%2026-03-312026-05-04

Freecast Inc Freecast Inc402.3K sharesnew addition2026-03-312026-05-04

GLW Corning, Inc.12.3K shares-3.52%2026-03-312026-05-04

ZS Zscaler, Inc.11.9K shares7.89%2026-03-312026-05-04

KO Coca-Cola Co.20.4K shares-1.45%2026-03-312026-05-04

Sponsored

JMUB JP Morgan Municipal ETF30.8K shares92.50%2026-03-312026-05-04

SMH VanEck Semiconductor ETF3.9K shares-7.07%2026-03-312026-05-04

Invesco QQQ ETF Invesco QQQ ETF2.6K shares-5.73%2026-03-312026-05-04

EFA iShares Core MSCI EAFE ETF15.6K shares0.07%2026-03-312026-05-04

JBND JPMorgan Active Bond ETF24.4K shares0.00%2026-03-312026-05-04

CAT Caterpillar, Inc.1.8K shares-0.54%2026-03-312026-05-04

JCPB JPMorgan Core Plus Bond ETF27.7K shares2.50%2026-03-312026-05-04

PAYX Paychex, Inc.13.3K shares-10.71%2026-03-312026-05-04

Sponsored

EEM iShares MSCI Emerging Markets Index Fund ETF21.4K shares0.00%2026-03-312026-05-04

ABT Abbott Laboratories11.6K shares-4.99%2026-03-312026-05-04

JEPQ JPMorgan Nasdaq Equity Premium Income ETF21.0K shares-3.02%2026-03-312026-05-04

SPYG SPDR S&P 500 Growth ETF11.8K shares0.01%2026-03-312026-05-04

SBIO Alps Medical Breakthrough ETF22.0K shares50.09%2026-03-312026-05-04

FNX First Trust Mid Cap Core AlphaDEX ETF8.9K shares-11.39%2026-03-312026-05-04

ORCL Oracle Corp.7.8K shares-29.33%2026-03-312026-05-04

RTX RTX Corp.5.5K shares2.44%2026-03-312026-05-04

Sponsored

PPL PPL Corp.27.4K shares0.65%2026-03-312026-05-04

WTRG Essential Utilities, Inc.25.9K shares-3.72%2026-03-312026-05-04

SYK Stryker Corp.3.2K shares-1.86%2026-03-312026-05-04

XLE Energy Select Sector SPDR ETF16.6K shares-0.31%2026-03-312026-05-04

IBIT iShares Bitcoin Trust ETF26.1K shares-28.26%2026-03-312026-05-04

MDLZ Mondelez International, Inc.17.4K shares-9.32%2026-03-312026-05-04

GDXJ VanEck Junior Gold Miners ETF8.3K shares-12.72%2026-03-312026-05-04

TJX The TJX Companies, Inc.5.7K shares2.35%2026-03-312026-05-04

Sponsored

VTI Vanguard Total Stock Market Index ETF2.8K shares0.57%2026-03-312026-05-04

VIG Vanguard Dividend Appreciation ETF4.1K shares0.02%2026-03-312026-05-04

LRCX Lam Research Corp.4.1K shares1.72%2026-03-312026-05-04

Broadcom, Inc. Broadcom, Inc.2.8K shares1.89%2026-03-312026-05-04

ENB Enbridge, Inc.15.6K shares-2.80%2026-03-312026-05-04

MSTR Strategy, Inc.6.6K shares24.35%2026-03-312026-05-04

BIBL Inspire 100 ETF16.7K shares-2.91%2026-03-312026-05-04

PTL Inspire 500 ETF3.1K shares0.00%2026-03-312026-05-04

Sponsored

FEX First Trust Large Cap Core AlphaDEX ETF6.3K shares0.00%2026-03-312026-05-04

NFLX Netflix, Inc.7.8K shares-6.52%2026-03-312026-05-04

IVV iShares Core S&P 500 ETF1.1K shares0.00%2026-03-312026-05-04

AMD Advanced Micro Devices, Inc.3.6K shares1.40%2026-03-312026-05-04

BXSL Blackstone Secured Lending Fund30.0K shares166.64%2026-03-312026-05-04

ConocoPhillips, Inc. ConocoPhillips, Inc.5.3K shares0.00%2026-03-312026-05-04

IJH iShares S&P Mid Cap 400 Index ETF10.3K shares0.00%2026-03-312026-05-04

IBDX iShares iBonds Dec 2032 Term Corp. ETF25.8K shares5.09%2026-03-312026-05-04

Sponsored

PSA Public Storage2.4K shares-17.22%2026-03-312026-05-04

VWO Vanguard Emerging Markets Stock Index ETF11.8K shares-3.27%2026-03-312026-05-04

Vanguard S&P 500 ETF Vanguard S&P 500 ETF1.1K shares2.61%2026-03-312026-05-04

IDXX IDEXX Laboratories, Inc.1.1K shares0.00%2026-03-312026-05-04

IBDY iShares iBonds Dec 2033 Term Corp. ETF23.7K shares4.28%2026-03-312026-05-04

WWJD Inspire International ETF15.6K shares0.00%2026-03-312026-05-04

Accenture plc Accenture plc2.9K sharesnew addition2026-03-312026-05-04

ISMD Inspire Small/Mid Cap ETF14.3K shares0.00%2026-03-312026-05-04

Sponsored

INTC Intel Corp.13.0K shares-3.72%2026-03-312026-05-04

AXP American Express Co.1.9K shares0.00%2026-03-312026-05-04

SCHD Schwab U.S. Dividend Equity ETF18.3K shares0.01%2026-03-312026-05-04

VUG Vanguard Growth Index ETF1.3K shares0.00%2026-03-312026-05-04

VT Vanguard Total World Stock Index ETF3.9K shares7.66%2026-03-312026-05-04

XAR SPDR Aerospace & Defense ETF2.1K shares0.00%2026-03-312026-05-04

SCHF Schwab International Equity ETF21.2K shares0.55%2026-03-312026-05-04

ITB iShares U.S. Home Construction ETF5.7K shares-5.01%2026-03-312026-05-04

Sponsored

JAAA Janus Henderson AAA CLO ETF9.9K shares0.00%2026-03-312026-05-04

VTEC Vanguard California Muni ETF5.0K sharesnew addition2026-03-312026-05-04

MMM 3M Company3.4K shares3.03%2026-03-312026-05-04

PWR Quanta Services, Inc.895 shares0.00%2026-03-312026-05-04

CMCSA Comcast Corp. A17.1K shares-27.26%2026-03-312026-05-04

BLES Inspire Global Hope ETF10.9K shares-4.79%2026-03-312026-05-04

BND Vanguard Total Bond Market Index ETF6.5K shares0.00%2026-03-312026-05-04

IBM IBM Corp.1.9K shares-5.02%2026-03-312026-05-04

Sponsored

APD Air Products & Chemicals, Inc.1.6K shares-24.70%2026-03-312026-05-04

ICF iShares Cohen & Steers REIT ETF7.2K shares-2.17%2026-03-312026-05-04

FSLR First Solar Inc2.3K shares-6.22%2026-03-312026-05-04

PSX Phillips 662.4K shares0.00%2026-03-312026-05-04

MO Altria Group, Inc.6.6K shares0.00%2026-03-312026-05-04

WM Waste Management, Inc.1.9K shares0.11%2026-03-312026-05-04

UNH UnitedHealth Group, Inc.1.5K shares-10.26%2026-03-312026-05-04

ALAB Astera Labs, Inc.3.7K shares83.95%2026-03-312026-05-04

Sponsored

IBDW iShares iBonds Dec 2031 Term Corp. ETF19.4K shares0.00%2026-03-312026-05-04

DIS Walt Disney Co.4.2K shares-18.94%2026-03-312026-05-04

IAU iShares Gold TRUST4.4K shares0.00%2026-03-312026-05-04

CGMM Capital Group US Small & Midcap12.9K sharesnew addition2026-03-312026-05-04

DOCN DigitalOcean Holdings, Inc.4.4K shares0.00%2026-03-312026-05-04

VTV Vanguard Value Index ETF1.9K shares0.16%2026-03-312026-05-04

TSPA T Rowe Price US Equity Research ETF9.0K shares5.59%2026-03-312026-05-04

FDIG Fidelity Crypto Industry & Digital Payments ETF11.2K shares55.67%2026-03-312026-05-04

Sponsored

NET Cloudflare, Inc.1.8K shares-12.39%2026-03-312026-05-04

DSI iShares MSCI Kld Social Index ETF3.0K shares0.00%2026-03-312026-05-04

CGCP Capital Group Core Plus Income ETF16.1K shares3.53%2026-03-312026-05-04

VERX Vertex, Inc.29.5K shares0.00%2026-03-312026-05-04

FedEx Corp. FedEx Corp.949 shares8.58%2026-03-312026-05-04

VEA Vanguard Developed Markets Index ETF5.2K shares0.08%2026-03-312026-05-04

VCRM Vanguard Core Tax Exempt Bond4.2K shares29.86%2026-03-312026-05-04

GME Gamestop Corp Cl A New13.7K shares0.04%2026-03-312026-05-04

Sponsored

ETHA iShares Ethereum Trust ETF19.8K shares-35.43%2026-03-312026-05-04

CATH Global X S&P 500 Catholic Values ETF3.9K shares0.00%2026-03-312026-05-04

NOC Northrop Grumman Corp.441 shares5.76%2026-03-312026-05-04

DBEF Deutsch X-Trackers MSCI EAFE ETF6.1K shares0.00%2026-03-312026-05-04

BP BP p.l.c.6.4K shares7.85%2026-03-312026-05-04

CEG Constellation Energy Group, Inc.1.1K shares0.00%2026-03-312026-05-04

BAC Bank of America Corp.6.0K shares0.00%2026-03-312026-05-04

RBLD First Trust Alerian US NextGen Infrastructure ETF3.6K sharesnew addition2026-03-312026-05-04

Sponsored

BA The Boeing Company1.5K shares0.00%2026-03-312026-05-04

First Resource Bank First Resource Bank13.5K shares0.00%2026-03-312026-05-04

PM Philip Morris International, Inc.1.6K shares0.00%2026-03-312026-05-04

PSP Invesco Global Listed Private Equity ETF4.7K shares0.00%2026-03-312026-05-04

AMAT Applied Materials, Inc.776 sharesnew addition2026-03-312026-05-04

IBDZ iShares iBonds Dec 2034 Term Corp. ETF10.1K shares0.00%2026-03-312026-05-04

GPZ VanEck Alternative Asset Manager ETF12.0K sharesnew addition2026-03-312026-05-04

EPD Enterprise Product Partners, L.P.6.7K sharesnew addition2026-03-312026-05-04

Sponsored

VB Vanguard Small Cap Index ETF959 shares2.79%2026-03-312026-05-04

BSV Vanguard Short-Term Bond Index ETF3.1K shares0.13%2026-03-312026-05-04

RIO Rio Tinto Group2.6K shares2.37%2026-03-312026-05-04

Dell, Inc. Dell, Inc.1.5K sharesnew addition2026-03-312026-05-04

HOOD Robinhood Markets, Inc.3.5K sharesnew addition2026-03-312026-05-04

Unilever PLC ADR Unilever PLC ADR4.2K shares0.00%2026-03-312026-05-04

SCHX Schwab U.S. Large-Cap ETF9.1K shares1.22%2026-03-312026-05-04

SCHB Schwab U.S. Broad Market ETF9.2K shares2.50%2026-03-312026-05-04

Sponsored

GILD Gilead Sciences, Inc.1.7K sharesnew addition2026-03-312026-05-04

WELL Welltower, Inc.1.1K shares-4.17%2026-03-312026-05-04

IWM iShares Russell 2000 ETF916 shares0.00%2026-03-312026-05-04

MA Mastercard, Inc.438 shares2.82%2026-03-312026-05-04

SKYY First Trust Cloud Computing ETF2.0K shares-17.70%2026-03-312026-05-04

IMNM Immunome, Inc.9.9K shares-10.37%2026-03-312026-05-04

IBDV iShares iBonds Dec 2030 Term Corp. ETF9.9K shares2.33%2026-03-312026-05-04

ZTS Zoetis, Inc.1.8K shares0.00%2026-03-312026-05-04

Sponsored

SCHE Schwab Emerging Markets Equity ETF6.4K sharesnew addition2026-03-312026-05-04

RBRK Rubrik Inc4.3K sharesnew addition2026-03-312026-05-04

VXF Vanguard Extended Market Index Fund ETF1.0K shares0.00%2026-03-312026-05-04

BABA Alibaba Group Holding, Ltd.1.6K shares0.00%2026-03-312026-05-04

IWY iShares Russell Top 200 Growth ETF810 shares0.00%2026-03-312026-05-04

Rolls-Royce Holdings Rolls-Royce Holdings13.0K shares0.00%2026-03-312026-05-04

COLD Americold Realty Trust, Inc.15.4K sharesnew addition2026-03-312026-05-04

SBET Sharplink Gaming Inc24.5K sharesnew addition2026-03-312026-05-04

Sponsored

Ford Motor Co. Ford Motor Co.11.6K shares0.00%2026-03-312026-05-04

ANVS Annovis Bio, Inc.23.4K shares0.00%2026-03-312026-05-04

PRME Prime Medicine Inc13.4K shares0.00%2026-03-312026-05-04

Tetra Bio-Pharma, Inc. Tetra Bio-Pharma, Inc.23.5K shares0.00%2026-03-312026-05-04

AAPL

Apple, Inc.

-1.73%

Shares132.5K

Event2026-03-31

Filed2026-05-04

JFLX

JPMorgan Flexible Debt ETF

4.73%

Shares433.5K

Event2026-03-31

Filed2026-05-04

DVY

iShares Flexible Income Active ETF

272.20%

Shares266.0K

Event2026-03-31

Filed2026-05-04

Alphabet, Inc. A

-5.09%

Shares52.5K

Event2026-03-31

Filed2026-05-04

AMZN

Amazon.com, Inc.

-0.46%

Shares72.2K

Event2026-03-31

Filed2026-05-04

NVDA

Nvidia Corp.

-0.19%

Shares80.6K

Event2026-03-31

Filed2026-05-04

KMI

Kinder Morgan, Inc.

-6.73%

Shares418.7K

Event2026-03-31

Filed2026-05-04

GDX

VanEck Gold Miners ETF

-9.04%

Shares136.3K

Event2026-03-31

Filed2026-05-04

GMED

Globus Medical, Inc.

0.00%

Shares144.0K

Event2026-03-31

Filed2026-05-04

GLD

SPDR Gold MiniShares ETF

-9.53%

Shares114.9K

Event2026-03-31

Filed2026-05-04

MSFT

Microsoft Corp.

10.62%

Shares28.9K

Event2026-03-31

Filed2026-05-04

SPSM

iShares Core S&P Small-Cap ETF

-1.58%

Shares80.4K

Event2026-03-31

Filed2026-05-04

CRWD

CrowdStrike Holdings, Inc.

6.12%

Shares24.5K

Event2026-03-31

Filed2026-05-04

COST

Costco Wholesale Corp.

-1.18%

Shares9.4K

Event2026-03-31

Filed2026-05-04

Goldman Sachs Group, Inc.

-4.76%

Shares10.8K

Event2026-03-31

Filed2026-05-04

LMT

Lockheed Martin Corp.

-10.46%

Shares13.6K

Event2026-03-31

Filed2026-05-04

JEPI

JPMorgan Equity Premium Income ETF

8.02%

Shares142.0K

Event2026-03-31

Filed2026-05-04

UTG

Reaves Utility Income Fund

1.64%

Shares192.4K

Event2026-03-31

Filed2026-05-04

AMLP

Alerian MLP ETF

9.95%

Shares138.1K

Event2026-03-31

Filed2026-05-04

JPM

J.P. Morgan Chase & Co.

-4.69%

Shares23.2K

Event2026-03-31

Filed2026-05-04

The Home Depot, Inc.

-1.39%

Shares20.1K

Event2026-03-31

Filed2026-05-04

JNJ

Johnson & Johnson

0.00%

Shares26.5K

Event2026-03-31

Filed2026-05-04

XOM

Exxon Mobil Corp.

-3.08%

Shares38.1K

Event2026-03-31

Filed2026-05-04

CVX

Chevron Corp.

-2.17%

Shares30.9K

Event2026-03-31

Filed2026-05-04

Visa, Inc.

-1.53%

Shares21.1K

Event2026-03-31

Filed2026-05-04

BIZD

VanEck BDC Income ETF

45.68%

Shares491.6K

Event2026-03-31

Filed2026-05-04

WMT

Walmart, Inc.

-0.05%

Shares49.4K

Event2026-03-31

Filed2026-05-04

KKR & Co.

10.59%

Shares62.5K

Event2026-03-31

Filed2026-05-04

VRT

Vertiv Holdings Co.

1.69%

Shares22.9K

Event2026-03-31

Filed2026-05-04

HOLA

JPMorgan International Hedged Equity ETF

5.94%

Shares104.5K

Event2026-03-31

Filed2026-05-04