Sponsored

The Analysis of Successful Portfolios LLC's Holdings & P&L

Currently, Successful Portfolios LLC holds 188 types of securities in its portfolio with a total value $181.4M. In the most recent quarter, they have increased their positions in BSV (+10.1K shares, valued at $789.6K), BIV (+7.6K shares, valued at $589.2K), VTI (+1.2K shares, valued at $395.0K); decreased their positions in VLY (-144.8K shares, valued at $1.8M), DIA (-1.8K shares, valued at $833.7K), HON (-2.6K shares, valued at $582.5K); initiated new positions in LITE (+532 shares, valued at $348.3K), MPC (+1.1K shares, valued at $273.2K), HPE (+10.2K shares, valued at $235.9K).

1M P&L

+8.1M+4.50%

3M P&L

+11.8M+6.74%

HY P&L

+21.4M+12.86%

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/A94.6M

55.4%

2Semiconductors8.4M

4.9%

3Discount Stores7.0M

4.1%

Top Industries by Stock Count

1N/A71 stocks

40.6%

2Drug Manufacturers - General7 stocks

4.0%

3Banks - Diversified5 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR13.9K shares4.31%2026-03-312026-04-13

BSV VANGUARD BD INDEX FDS109.3K shares10.15%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T12.5K shares-3.26%2026-03-312026-04-13

WMT WALMART INC51.1K shares-5.69%2026-03-312026-04-13

VTI VANGUARD INDEX FDS19.6K shares6.76%2026-03-312026-04-13

SCHO SCHWAB STRATEGIC TR223.0K shares2.93%2026-03-312026-04-13

SCHB SCHWAB STRATEGIC TR208.8K shares-6.32%2026-03-312026-04-13

AAPL APPLE INC19.9K shares-1.60%2026-03-312026-04-13

Sponsored

NVDA NVIDIA CORPORATION28.9K shares-0.46%2026-03-312026-04-13

MSFT MICROSOFT CORP11.7K shares-4.96%2026-03-312026-04-13

XLK SELECT SECTOR SPDR TR32.1K shares-0.54%2026-03-312026-04-13

SGOV ISHARES TR33.1K shares8.57%2026-03-312026-04-13

VGSH VANGUARD SCOTTSDALE FDS50.9K shares-1.61%2026-03-312026-04-13

HD HOME DEPOT INC8.6K shares15.20%2026-03-312026-04-13

AMZN AMAZON COM INC13.6K shares-1.31%2026-03-312026-04-13

ALPHABET INC ALPHABET INC8.5K shares-3.66%2026-03-312026-04-13

Sponsored

SCHX SCHWAB STRATEGIC TR92.0K shares2.95%2026-03-312026-04-13

ALPHABET INC ALPHABET INC8.3K shares-1.92%2026-03-312026-04-13

GBIL GOLDMAN SACHS ETF TR21.3K shares-0.67%2026-03-312026-04-13

AMAT APPLIED MATLS INC6.1K shares-20.96%2026-03-312026-04-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW15.4K shares-0.10%2026-03-312026-04-13

VXUS VANGUARD STAR FDS26.4K shares-0.34%2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS8.7K shares9.72%2026-03-312026-04-13

SONY SONY GROUP CORP92.9K shares0.47%2026-03-312026-04-13

Sponsored

XLI SELECT SECTOR SPDR TR11.3K shares-0.13%2026-03-312026-04-13

SCHR SCHWAB STRATEGIC TR68.9K shares-0.82%2026-03-312026-04-13

AMD ADVANCED MICRO DEVICES INC8.3K shares-1.49%2026-03-312026-04-13

VXF VANGUARD INDEX FDS8.0K shares13.17%2026-03-312026-04-13

STIP ISHARES TR15.7K shares-0.82%2026-03-312026-04-13

MU MICRON TECHNOLOGY INC4.9K shares-0.49%2026-03-312026-04-13

XLF SELECT SECTOR SPDR TR31.6K shares0.01%2026-03-312026-04-13

VT VANGUARD INTL EQUITY INDEX F11.1K shares-2.02%2026-03-312026-04-13

Sponsored

BIV VANGUARD BD INDEX FDS19.3K shares65.64%2026-03-312026-04-13

HON HONEYWELL INTL INC6.3K shares-29.24%2026-03-312026-04-13

RTX RTX CORPORATION7.2K shares0.15%2026-03-312026-04-13

IBKR INTERACTIVE BROKERS GROUP IN20.2K shares-0.48%2026-03-312026-04-13

XOM EXXON MOBIL CORP7.3K shares-22.10%2026-03-312026-04-13

SCHF SCHWAB STRATEGIC TR49.9K shares10.02%2026-03-312026-04-13

SPTS SPDR SERIES TRUST41.4K shares0.00%2026-03-312026-04-13

PG PROCTER & GAMBLE CO8.3K shares-16.62%2026-03-312026-04-13

Sponsored

LLY ELI LILLY & CO1.3K shares0.00%2026-03-312026-04-13

VTIP VANGUARD MALVERN FDS23.2K shares3.16%2026-03-312026-04-13

NEE NEXTERA ENERGY INC11.6K shares-12.47%2026-03-312026-04-13

ABBV ABBVIE INC5.0K shares-28.24%2026-03-312026-04-13

MCD MCDONALDS CORP3.4K shares-23.18%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON4.3K shares-15.93%2026-03-312026-04-13

GLD SPDR GOLD TR2.4K shares4.36%2026-03-312026-04-13

KO COCA COLA CO13.2K shares-22.33%2026-03-312026-04-13

Sponsored

CVX CHEVRON CORPORATION4.7K shares-2.32%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO3.0K shares-1.49%2026-03-312026-04-13

AGG ISHARES TR8.8K shares21.37%2026-03-312026-04-13

ASGI ABRDN GLOBAL INFRA INCOME FU40.2K shares-0.74%2026-03-312026-04-13

DIS DISNEY WALT CO8.8K shares1.97%2026-03-312026-04-13

SCHD SCHWAB STRATEGIC TR26.9K shares13.97%2026-03-312026-04-13

SO SOUTHERN CO8.0K shares-13.28%2026-03-312026-04-13

ITOT ISHARES TR5.4K shares0.66%2026-03-312026-04-13

Sponsored

MUFG MITSUBISHI UFJ FINANCIAL GRO44.0K shares0.00%2026-03-312026-04-13

VBIL VANGUARD INSTL INDEX FD9.4K shares-22.76%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION708 shares-2.34%2026-03-312026-04-13

XLE SELECT SECTOR SPDR TR11.0K shares-5.33%2026-03-312026-04-13

GLW CORNING INC5.0K shares0.02%2026-03-312026-04-13

NEM NEWMONT CORP6.2K shares-1.27%2026-03-312026-04-13

PEP PEPSICO INC4.2K shares-0.48%2026-03-312026-04-13

META META PLATFORMS INC1.1K shares-1.29%2026-03-312026-04-13

Sponsored

MERCK & CO INC MERCK & CO INC5.2K shares-21.12%2026-03-312026-04-13

COP CONOCOPHILLIPS4.6K shares-3.09%2026-03-312026-04-13

BND VANGUARD BD INDEX FDS7.6K shares3.67%2026-03-312026-04-13

GE AEROSPACE GE AEROSPACE2.0K shares-5.25%2026-03-312026-04-13

MBB ISHARES TR5.7K shares6.71%2026-03-312026-04-13

GDX VANECK ETF TRUST6.0K shares-5.82%2026-03-312026-04-13

CEG CONSTELLATION ENERGY CORP1.8K shares-2.14%2026-03-312026-04-13

WM WASTE MGMT INC DEL2.3K shares-30.90%2026-03-312026-04-13

Sponsored

NSC NORFOLK SOUTHN CORP1.8K shares-0.92%2026-03-312026-04-13

MO ALTRIA GROUP INC7.7K shares-2.15%2026-03-312026-04-13

ABT ABBOTT LABORATORIES4.9K shares-23.80%2026-03-312026-04-13

SPTM SPDR SERIES TRUST6.3K shares-2.83%2026-03-312026-04-13

T AT&T INC16.9K shares-4.04%2026-03-312026-04-13

TY TRI CONTL CORP15.2K shares0.05%2026-03-312026-04-13

TFC TRUIST FINL CORP10.3K shares0.20%2026-03-312026-04-13

CSX CSX CORP11.7K shares-0.89%2026-03-312026-04-13

Sponsored

DIA STATE STR SPDR DOW JONES IND1.0K shares-64.29%2026-03-312026-04-13

FCX FREEPORT MCMORAN INC8.2K shares-1.27%2026-03-312026-04-13

BTT BLACKROCK MUN TARGET TERM TR20.0K shares0.00%2026-03-312026-04-13

PSX PHILLIPS 662.5K shares-19.65%2026-03-312026-04-13

IGSB ISHARES TR8.5K shares0.00%2026-03-312026-04-13

IJH ISHARES TR6.6K shares-1.27%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR775 shares6.16%2026-03-312026-04-13

PLTR PALANTIR TECHNOLOGIES INC3.1K shares-7.34%2026-03-312026-04-13

Sponsored

UNP UNION PAC CORP1.8K shares-44.98%2026-03-312026-04-13

BAC BANK AMERICA CORP8.8K shares-0.97%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL855 shares-50.64%2026-03-312026-04-13

BROADCOM INC BROADCOM INC1.3K shares0.00%2026-03-312026-04-13

GEV GE VERNOVA INC485 shares-4.53%2026-03-312026-04-13

XLU SELECT SECTOR SPDR TR8.6K shares9.14%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS665 shares0.45%2026-03-312026-04-13

TIP ISHARES TR3.5K shares0.00%2026-03-312026-04-13

Sponsored

AMGN AMGEN INC1.1K shares-20.84%2026-03-312026-04-13

VEU VANGUARD INTL EQUITY INDEX F5.1K shares-0.47%2026-03-312026-04-13

BHP BHP BILLITON LIMITED5.1K shares-15.94%2026-03-312026-04-13

WFC WELLS FARGO & CO4.7K shares-1.23%2026-03-312026-04-13

CIEN CIENA CORP1.0K shares0.00%2026-03-312026-04-13

LHX L3HARRIS TECHNOLOGIES INC1.1K shares-5.43%2026-03-312026-04-13

IWM ISHARES TR1.5K shares-1.32%2026-03-312026-04-13

PPG PPG INDS INC3.4K shares-34.60%2026-03-312026-04-13

Sponsored

CSCO CISCO SYS INC4.6K shares-0.90%2026-03-312026-04-13

PFE PFIZER INC12.7K shares-6.25%2026-03-312026-04-13

SHEL SHELL PLC3.8K shares0.00%2026-03-312026-04-13

XLV SELECT SECTOR SPDR TR2.4K shares-0.66%2026-03-312026-04-13

LITE LUMENTUM HLDGS INC532 sharesnew addition2026-03-312026-04-13

VGIT VANGUARD SCOTTSDALE FDS5.8K shares15.60%2026-03-312026-04-13

INTC INTEL CORP8.1K shares-7.32%2026-03-312026-04-13

CAT CATERPILLAR INC497 shares-4.61%2026-03-312026-04-13

Sponsored

LEN.B LENNAR CORP4.1K shares0.00%2026-03-312026-04-13

RSG REPUBLIC SVCS INC1.5K shares0.00%2026-03-312026-04-13

MTUM ISHARES TR1.4K shares0.64%2026-03-312026-04-13

NEA NUVEEN AMT FREE QLTY MUN INC29.6K shares-6.34%2026-03-312026-04-13

MCK MCKESSON CORP375 shares-0.53%2026-03-312026-04-13

ETR ENTERGY CORP NEW2.9K shares0.10%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS1.3K shares-20.14%2026-03-312026-04-13

PM PHILIP MORRIS INTL INC1.9K shares-32.11%2026-03-312026-04-13

Sponsored

SPYM SPDR SERIES TRUST4.2K shares6.51%2026-03-312026-04-13

AIQ GLOBAL X FDS6.8K shares26.45%2026-03-312026-04-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.7K shares0.00%2026-03-312026-04-13

MMM 3M CO2.2K shares-28.52%2026-03-312026-04-13

TM TOYOTA MOTOR CORP1.5K shares0.00%2026-03-312026-04-13

EFA ISHARES TR3.2K shares3.68%2026-03-312026-04-13

UNH UNITEDHEALTH GROUP INC1.2K shares-3.43%2026-03-312026-04-13

BP BP PLC6.5K shares-31.47%2026-03-312026-04-13

Sponsored

VUSB VANGUARD BD INDEX FDS6.1K shares8.83%2026-03-312026-04-13

GILD GILEAD SCIENCES INC2.2K shares-4.63%2026-03-312026-04-13

UPS UNITED PARCEL SVCS INC3.1K shares-9.64%2026-03-312026-04-13

PPL PPL CORP7.7K shares0.00%2026-03-312026-04-13

CITIGROUP INC CITIGROUP INC2.7K shares-0.15%2026-03-312026-04-13

BARRICK MNG CORP BARRICK MNG CORP7.4K shares-22.68%2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC5.7K shares-7.90%2026-03-312026-04-13

EBAY EBAY INC.3.2K shares-13.51%2026-03-312026-04-13

Sponsored

WDC WESTERN DIGITAL CORP1.1K shares1.64%2026-03-312026-04-13

TD TORONTO DOMINION BK ONT3.0K shares-32.15%2026-03-312026-04-13

GS GOLDMAN SACHS GROUP INC343 shares-37.97%2026-03-312026-04-13

MPC MARATHON PETE CORP1.1K sharesnew addition2026-03-312026-04-13

ATI ATI INC2.0K shares0.00%2026-03-312026-04-13

VV VANGUARD INDEX FDS902 shares1.81%2026-03-312026-04-13

USMV ISHARES TR2.9K shares0.00%2026-03-312026-04-13

EXC EXELON CORP5.2K shares-4.48%2026-03-312026-04-13

Sponsored

IJR ISHARES TR2.1K shares0.00%2026-03-312026-04-13

IUSB ISHARES TR5.5K shares0.00%2026-03-312026-04-13

AZO AUTOZONE INC75 shares0.00%2026-03-312026-04-13

JBL JABIL INC1.0K shares0.00%2026-03-312026-04-13

SCHE SCHWAB STRATEGIC TR7.7K shares18.07%2026-03-312026-04-13

ET ENERGY TRANSFER L P12.9K shares0.62%2026-03-312026-04-13

ARCC ARES CAPITAL CORP13.8K shares0.07%2026-03-312026-04-13

BMY BRISTOL-MYERS SQUIBB CO4.1K shares0.05%2026-03-312026-04-13

Sponsored

MTB M & T BK CORP1.2K shares-1.71%2026-03-312026-04-13

AJG GALLAGHER ARTHUR J & CO1.1K shares0.00%2026-03-312026-04-13

PAYX PAYCHEX INC2.6K shares-4.75%2026-03-312026-04-13

ISRG INTUITIVE SURGICAL INC525 shares-3.67%2026-03-312026-04-13

PYPL PAYPAL HLDGS INC5.3K shares-3.16%2026-03-312026-04-13

HPE HEWLETT PACKARD ENTERPRISE C10.2K sharesnew addition2026-03-312026-04-13

EMR EMERSON ELEC CO1.8K shares0.00%2026-03-312026-04-13

VLY VALLEY NATL BANCORP18.7K shares-88.54%2026-03-312026-04-13

Sponsored

VMBS VANGUARD SCOTTSDALE FDS4.9K shares-0.61%2026-03-312026-04-13

ENB ENBRIDGE INC4.2K sharesnew addition2026-03-312026-04-13

VLO VALERO ENERGY CORP908 sharesnew addition2026-03-312026-04-13

VLUE ISHARES TR1.5K sharesnew addition2026-03-312026-04-13

WELL WELLTOWER INC1.1K shares0.00%2026-03-312026-04-13

APD AIR PRODUCTS AND CHEMICALS I747 shares-11.39%2026-03-312026-04-13

ORCL ORACLE CORP1.5K shares0.33%2026-03-312026-04-13

GM GENERAL MTRS CO2.9K shares-8.97%2026-03-312026-04-13

Sponsored

VTEB VANGUARD MUN BD FDS4.3K shares4.72%2026-03-312026-04-13

SNDK SANDISK CORP366 sharesnew addition2026-03-312026-04-13

ROST ROSS STORES INC1.0K sharesnew addition2026-03-312026-04-13

EXG EATON VANCE TAX-MANAGED GLOB24.8K shares-10.79%2026-03-312026-04-13

MUB ISHARES TR1.9K shares0.00%2026-03-312026-04-13

IEI ISHARES TR1.7K shares0.00%2026-03-312026-04-13

ETJ EATON VANCE RISK-MANAGED DIV25.1K shares-9.06%2026-03-312026-04-13

GSLC GOLDMAN SACHS ETF TR1.7K shares-0.60%2026-03-312026-04-13

Sponsored

AOD ABRDN TOTAL DYNAMIC DIVIDEND19.5K shares0.27%2026-03-312026-04-13

JOF JAPAN SMALLER CAPITALIZATION15.0K shares0.00%2026-03-312026-04-13

PMO PUTNAM MUN OPPORTUNITIES TR13.4K shares0.00%2026-03-312026-04-13

BGY BLACKROCK ENHANCED INTL DIV25.7K shares0.00%2026-03-312026-04-13

F FORD MTR CO11.8K shares0.03%2026-03-312026-04-13

IQI INVESCO QUALITY MUN INCOME T13.2K shares-4.21%2026-03-312026-04-13

NMR NOMURA HLDGS INC15.0K shares0.00%2026-03-312026-04-13

BLACKROCK TECH AND PRIVATE E BLACKROCK TECH AND PRIVATE E15.3K shares-1.29%2026-03-312026-04-13

Sponsored

BTG B2GOLD CORP18.1K shares-4.46%2026-03-312026-04-13

HTZWW HERTZ GLOBAL HLDGS INC15.1K shares0.00%2026-03-312026-04-13

POWW OUTDOOR HOLDING CO10.8K shares0.00%2026-03-312026-04-13

LDI LOANDEPOT INC10.0K shares0.00%2026-03-312026-04-13

IVV

ISHARES TR

4.31%

Shares13.9K

Event2026-03-31

Filed2026-04-13

BSV

VANGUARD BD INDEX FDS

10.15%

Shares109.3K

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

-3.26%

Shares12.5K

Event2026-03-31

Filed2026-04-13

WMT

WALMART INC

-5.69%

Shares51.1K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

6.76%

Shares19.6K

Event2026-03-31

Filed2026-04-13

SCHO

SCHWAB STRATEGIC TR

2.93%

Shares223.0K

Event2026-03-31

Filed2026-04-13

SCHB

SCHWAB STRATEGIC TR

-6.32%

Shares208.8K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-1.60%

Shares19.9K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

-0.46%

Shares28.9K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

-4.96%

Shares11.7K

Event2026-03-31

Filed2026-04-13

XLK

SELECT SECTOR SPDR TR

-0.54%

Shares32.1K

Event2026-03-31

Filed2026-04-13

SGOV

ISHARES TR

8.57%

Shares33.1K

Event2026-03-31

Filed2026-04-13

VGSH

VANGUARD SCOTTSDALE FDS

-1.61%

Shares50.9K

Event2026-03-31

Filed2026-04-13

HOME DEPOT INC

15.20%

Shares8.6K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

-1.31%

Shares13.6K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-3.66%

Shares8.5K

Event2026-03-31

Filed2026-04-13

SCHX

SCHWAB STRATEGIC TR

2.95%

Shares92.0K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-1.92%

Shares8.3K

Event2026-03-31

Filed2026-04-13

GBIL

GOLDMAN SACHS ETF TR

-0.67%

Shares21.3K

Event2026-03-31

Filed2026-04-13

AMAT

APPLIED MATLS INC

-20.96%

Shares6.1K

Event2026-03-31

Filed2026-04-13

DUKE ENERGY CORP NEW

-0.10%

Shares15.4K

Event2026-03-31

Filed2026-04-13

VXUS

VANGUARD STAR FDS

-0.34%

Shares26.4K

Event2026-03-31

Filed2026-04-13

VIG

VANGUARD SPECIALIZED FUNDS

9.72%

Shares8.7K

Event2026-03-31

Filed2026-04-13

SONY

SONY GROUP CORP

0.47%

Shares92.9K

Event2026-03-31

Filed2026-04-13

XLI

SELECT SECTOR SPDR TR

-0.13%

Shares11.3K

Event2026-03-31

Filed2026-04-13

SCHR

SCHWAB STRATEGIC TR

-0.82%

Shares68.9K

Event2026-03-31

Filed2026-04-13

AMD

ADVANCED MICRO DEVICES INC

-1.49%

Shares8.3K

Event2026-03-31

Filed2026-04-13

VXF

VANGUARD INDEX FDS

13.17%

Shares8.0K

Event2026-03-31

Filed2026-04-13

STIP

ISHARES TR

-0.82%

Shares15.7K

Event2026-03-31

Filed2026-04-13

MICRON TECHNOLOGY INC

-0.49%

Shares4.9K

Event2026-03-31

Filed2026-04-13

XLF

SELECT SECTOR SPDR TR

0.01%

Shares31.6K

Event2026-03-31

Filed2026-04-13

VANGUARD INTL EQUITY INDEX F

-2.02%

Shares11.1K

Event2026-03-31

Filed2026-04-13

BIV

VANGUARD BD INDEX FDS

65.64%

Shares19.3K

Event2026-03-31

Filed2026-04-13

HON

HONEYWELL INTL INC

-29.24%

Shares6.3K

Event2026-03-31

Filed2026-04-13

RTX

RTX CORPORATION

0.15%

Shares7.2K

Event2026-03-31

Filed2026-04-13

IBKR

INTERACTIVE BROKERS GROUP IN

-0.48%

Shares20.2K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

-22.10%

Shares7.3K

Event2026-03-31

Filed2026-04-13

SCHF

SCHWAB STRATEGIC TR

10.02%

Shares49.9K

Event2026-03-31

Filed2026-04-13

SPTS

SPDR SERIES TRUST

0.00%

Shares41.4K

Event2026-03-31

Filed2026-04-13

PROCTER & GAMBLE CO

-16.62%

Shares8.3K

Event2026-03-31

Filed2026-04-13

LLY

ELI LILLY & CO

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-13

VTIP

VANGUARD MALVERN FDS

3.16%

Shares23.2K

Event2026-03-31

Filed2026-04-13

NEE

NEXTERA ENERGY INC

-12.47%

Shares11.6K

Event2026-03-31

Filed2026-04-13

ABBV

ABBVIE INC

-28.24%

Shares5.0K

Event2026-03-31

Filed2026-04-13

MCD

MCDONALDS CORP

-23.18%

Shares3.4K

Event2026-03-31

Filed2026-04-13

JNJ

JOHNSON & JOHNSON

-15.93%

Shares4.3K

Event2026-03-31

Filed2026-04-13

GLD

SPDR GOLD TR

4.36%

Shares2.4K

Event2026-03-31

Filed2026-04-13

COCA COLA CO

-22.33%

Shares13.2K

Event2026-03-31

Filed2026-04-13

CVX

CHEVRON CORPORATION

-2.32%

Shares4.7K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

-1.49%

Shares3.0K

Event2026-03-31

Filed2026-04-13

AGG

ISHARES TR

21.37%

Shares8.8K

Event2026-03-31

Filed2026-04-13

ASGI

ABRDN GLOBAL INFRA INCOME FU

-0.74%

Shares40.2K

Event2026-03-31

Filed2026-04-13

DIS

DISNEY WALT CO

1.97%

Shares8.8K

Event2026-03-31

Filed2026-04-13

SCHD

SCHWAB STRATEGIC TR

13.97%

Shares26.9K

Event2026-03-31

Filed2026-04-13

SOUTHERN CO

-13.28%

Shares8.0K

Event2026-03-31

Filed2026-04-13

ITOT

ISHARES TR

0.66%

Shares5.4K

Event2026-03-31

Filed2026-04-13

MUFG

MITSUBISHI UFJ FINANCIAL GRO

0.00%

Shares44.0K

Event2026-03-31

Filed2026-04-13

VBIL

VANGUARD INSTL INDEX FD

-22.76%

Shares9.4K

Event2026-03-31

Filed2026-04-13

COST

COSTCO WHOLESALE CORPORATION

-2.34%

Shares708

Event2026-03-31

Filed2026-04-13

XLE

SELECT SECTOR SPDR TR

-5.33%

Shares11.0K

Event2026-03-31

Filed2026-04-13

GLW

CORNING INC

0.02%

Shares5.0K

Event2026-03-31

Filed2026-04-13

NEM

NEWMONT CORP

-1.27%

Shares6.2K

Event2026-03-31

Filed2026-04-13

PEP

PEPSICO INC

-0.48%

Shares4.2K

Event2026-03-31

Filed2026-04-13