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The Analysis of SVB WEALTH LLC's Holdings & P&L

Currently, SVB WEALTH LLC holds 383 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in FE (+86.5K shares, valued at $4.4M), KHC (+178.5K shares, valued at $4.0M), VCRB (+47.9K shares, valued at $3.7M); decreased their positions in N/A (-35.6K shares, valued at $11.0M), AAPL (-32.1K shares, valued at $8.1M), IWY (-30.0K shares, valued at $7.5M); initiated new positions in FE (+86.5K shares, valued at $4.4M), N/A (+59.0K shares, valued at $2.3M), CAG (+107.1K shares, valued at $1.7M).

1M P&L

+16.4M+1.80%

3M P&L

+24.4M+2.70%

HY P&L

+50.0M+5.71%

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/A378.7M

45.6%

2Consumer Electronics88.0M

10.6%

3Software - Infrastructure57.0M

6.9%

Top Industries by Stock Count

1N/A61 stocks

30.0%

2Semiconductors8 stocks

3.9%

3Drug Manufacturers - General6 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC346.8K shares-8.46%2026-03-312026-04-17

IWY iShares Russell Top 200 Growth272.4K shares-9.93%2026-03-312026-04-17

MSFT MICROSOFT CORP149.7K shares-2.90%2026-03-312026-04-17

ISHARES TRUST CORE MSCI EAFE E ISHARES TRUST CORE MSCI EAFE E508.4K shares-4.79%2026-03-312026-04-17

AMZN AMAZON.COM INC211.2K shares1.70%2026-03-312026-04-17

Nvidia Corporation Com Nvidia Corporation Com248.0K shares-0.04%2026-03-312026-04-17

BROADCOM INC COM BROADCOM INC COM139.4K shares-20.34%2026-03-312026-04-17

IWX iShares Russell Top 200 Value459.9K shares-9.53%2026-03-312026-04-17

Sponsored

IWS ISHARES RUSSELL MID-CAP VALUE261.2K shares-0.54%2026-03-312026-04-17

IVV ISHARES CORE S&P 500 ETF54.4K shares7.89%2026-03-312026-04-17

AGG ISHARES TRUST CORE US AGGBD ET324.8K shares-12.44%2026-03-312026-04-17

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A107.7K shares-6.18%2026-03-312026-04-17

JPMORGAN CHASE & CO JPMORGAN CHASE & CO94.6K shares-5.78%2026-03-312026-04-17

VCRB Vanguard Core Bond ETF323.2K shares17.41%2026-03-312026-04-17

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C81.1K shares2.32%2026-03-312026-04-17

IWP ISHARES TR RUS MD CP GR ETF177.3K shares-4.64%2026-03-312026-04-17

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STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF33.3K shares-7.27%2026-03-312026-04-17

VANGUARD INDEX FUNDS S&P 500 E VANGUARD INDEX FUNDS S&P 500 E30.3K shares-0.11%2026-03-312026-04-17

META PLATFORMS INC CLASS A COM META PLATFORMS INC CLASS A COM30.8K shares-4.39%2026-03-312026-04-17

ISHARES INC CORE MSCI EMERGING ISHARES INC CORE MSCI EMERGING226.5K shares-8.58%2026-03-312026-04-17

VISA INC VISA INC52.1K shares-4.43%2026-03-312026-04-17

VANGUARD RUSSELL 2000 ETF IV VANGUARD RUSSELL 2000 ETF IV146.8K shares-3.28%2026-03-312026-04-17

EXXON MOBIL CORP EXXON MOBIL CORP78.4K shares-11.11%2026-03-312026-04-17

ABBVIE INC COM USD0.01 ABBVIE INC COM USD0.0158.3K shares-15.11%2026-03-312026-04-17

Sponsored

Dimensional International Smal Dimensional International Smal361.8K shares4.18%2026-03-312026-04-17

CISCO SYSTEMS INC CISCO SYSTEMS INC155.6K shares-9.04%2026-03-312026-04-17

HD HOME DEPOT INC35.4K shares-22.78%2026-03-312026-04-17

NETFLIX INC NETFLIX INC116.1K shares-1.11%2026-03-312026-04-17

VTI VANGUARD INDEX FDS VANGUARD TO31.6K shares-1.12%2026-03-312026-04-17

CVX CHEVRON CORP NEW COM48.4K shares-5.68%2026-03-312026-04-17

LLY ELI LILLY AND CO10.8K shares13.06%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC COM USD BERKSHIRE HATHAWAY INC COM USD20.7K shares-9.02%2026-03-312026-04-17

Sponsored

TESLA INC COM TESLA INC COM26.2K shares10.04%2026-03-312026-04-17

EATON CORPORATION PLC EATON CORPORATION PLC27.2K shares-7.10%2026-03-312026-04-17

ISHARES TR MSCI USA QLT FCT ISHARES TR MSCI USA QLT FCT47.7K shares3.31%2026-03-312026-04-17

WMT WALMART INC COM73.1K shares-17.04%2026-03-312026-04-17

COSTCO WHOLESALE CORP COM USD0 COSTCO WHOLESALE CORP COM USD08.9K shares-27.30%2026-03-312026-04-17

UNP UNION PAC CORP COM33.8K shares-11.83%2026-03-312026-04-17

AMAT APPLIED MATERIALS INC COM USD023.9K shares6.47%2026-03-312026-04-17

PG PROCTER AND GAMBLE CO COM56.4K shares-6.71%2026-03-312026-04-17

Sponsored

ADI ANALOG DEVICES INC COM USD0.1625.1K shares-9.56%2026-03-312026-04-17

TJX TJX COMPANIES INC49.2K shares-21.09%2026-03-312026-04-17

ORACLE CORP ORACLE CORP51.8K shares-10.25%2026-03-312026-04-17

GVI ISHARES TR INTRM GOV CR ETF71.2K shares-1.77%2026-03-312026-04-17

KINDER MORGAN INC COM USD0.01 KINDER MORGAN INC COM USD0.01222.5K shares16.37%2026-03-312026-04-17

PEP PEPSICO INC45.8K shares-11.31%2026-03-312026-04-17

MUB ISHARES NATIONAL MUNI BOND ETF67.0K shares-13.60%2026-03-312026-04-17

JNJ JOHNSON &JOHNSON COM USD1.0028.6K shares-3.13%2026-03-312026-04-17

Sponsored

IBM INTERNATIONAL BUS MACH CORP CO28.0K shares-24.78%2026-03-312026-04-17

LHX L3HARRIS TECHNOLOGIES INC COM19.2K shares-24.39%2026-03-312026-04-17

NEXTERA ENERGY INC COM USD0.01 NEXTERA ENERGY INC COM USD0.0171.0K shares-13.92%2026-03-312026-04-17

EFA ISHARES MSCI EAFE ETF67.4K shares-0.82%2026-03-312026-04-17

SCHF SCHWAB INTERNATIONAL EQUITY ET260.1K shares-8.38%2026-03-312026-04-17

IJR ISHARES CORE S&P SMALL-CAP E51.3K shares-5.50%2026-03-312026-04-17

Lam Research Corp Lam Research Corp29.8K shares10.16%2026-03-312026-04-17

IWM ISHARES RUSSELL 2000 ETF25.6K shares-8.44%2026-03-312026-04-17

Sponsored

INTUITIVE SURGICAL INC INTUITIVE SURGICAL INC13.7K shares2.47%2026-03-312026-04-17

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW45.8K shares73.94%2026-03-312026-04-17

ISHARES TR MSCI INTL QUALTY ISHARES TR MSCI INTL QUALTY127.2K shares-12.98%2026-03-312026-04-17

MERCK &CO. INC COM MERCK &CO. INC COM47.7K shares-5.49%2026-03-312026-04-17

KO COCA-COLA CO75.2K shares3.61%2026-03-312026-04-17

HON HONEYWELL INTERNATIONAL INC24.5K shares-14.88%2026-03-312026-04-17

ALTRIA GROUP INC ALTRIA GROUP INC82.8K shares24.85%2026-03-312026-04-17

ABT ABBOTT LABORATORIES52.0K shares-16.00%2026-03-312026-04-17

Sponsored

ISHARES TR 0-3 MNTH TREASRY ISHARES TR 0-3 MNTH TREASRY52.7K shares-3.51%2026-03-312026-04-17

IWF ISHARES TR RUS 1000 GRW ETF12.2K shares-45.24%2026-03-312026-04-17

CONOCOPHILLIPS COM CONOCOPHILLIPS COM39.2K shares8.56%2026-03-312026-04-17

BOOKING HOLDINGS INC COM BOOKING HOLDINGS INC COM1.2K shares20.43%2026-03-312026-04-17

SCZ iShares MSCI EAFE Small-Cap ET60.4K shares-0.25%2026-03-312026-04-17

Palantir Technologies Inc Palantir Technologies Inc31.9K shares6.19%2026-03-312026-04-17

INTERCONTINENTAL EXCHANGE INC INTERCONTINENTAL EXCHANGE INC29.0K shares-19.18%2026-03-312026-04-17

REGIONS FINANCIAL CORP NEW COM REGIONS FINANCIAL CORP NEW COM173.9K shares7.93%2026-03-312026-04-17

Sponsored

MCD MCDONALD S CORP14.2K shares-15.88%2026-03-312026-04-17

INVESCO QQQ TR UNIT SER 1 INVESCO QQQ TR UNIT SER 17.7K shares16.37%2026-03-312026-04-17

KHC KRAFT HEINZ CO COM195.1K shares1076.65%2026-03-312026-04-17

FE FIRSTENERGY CORP86.5K sharesnew addition2026-03-312026-04-17

VEA VANGUARD FTSE Developed Market67.8K shares-3.47%2026-03-312026-04-17

ISHARES TR MSCI USA VALUE ISHARES TR MSCI USA VALUE30.5K shares5.59%2026-03-312026-04-17

PRICE T ROWE GROUPS COM USD0.2 PRICE T ROWE GROUPS COM USD0.248.1K shares29.93%2026-03-312026-04-17

EVERGY INC EVERGY INC51.8K shares69.40%2026-03-312026-04-17

Sponsored

WASTE MANAGEMENT INC WASTE MANAGEMENT INC18.3K shares-16.47%2026-03-312026-04-17

ACCENTURE PLC ACCENTURE PLC20.9K shares-27.48%2026-03-312026-04-17

IDEXX LABORATORIES INC COM USD IDEXX LABORATORIES INC COM USD7.3K shares17.44%2026-03-312026-04-17

VWO VANGUARD INTL EQUITY INDEX FDS76.0K shares-3.33%2026-03-312026-04-17

SPDR GOLD TR GOLD SHS SPDR GOLD TR GOLD SHS9.1K shares3.63%2026-03-312026-04-17

GOLDMAN SACHS GROUP INC COM US GOLDMAN SACHS GROUP INC COM US4.6K shares-20.13%2026-03-312026-04-17

COSTAR GROUP INC COSTAR GROUP INC96.1K shares44.65%2026-03-312026-04-17

VALERO ENERGY CORP COM VALERO ENERGY CORP COM15.6K shares-21.90%2026-03-312026-04-17

Sponsored

GILD GILEAD SCIENCES INC COM USD0.027.3K shares-8.17%2026-03-312026-04-17

ACWX ISHARES TR MSCI ACWI EX US52.8K shares-5.68%2026-03-312026-04-17

BMY BRISTOL-MYERS SQUIBB CO COM59.6K shares-3.90%2026-03-312026-04-17

APH AMPHENOL CORP CLASS A COM USD028.4K shares24.87%2026-03-312026-04-17

SNA SNAP-ON INC9.3K shares12.67%2026-03-312026-04-17

BROADRIDGE FINANCIAL SOLUTION BROADRIDGE FINANCIAL SOLUTION20.6K shares-24.45%2026-03-312026-04-17

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A6.7K shares-46.23%2026-03-312026-04-17

Entergy Corp Entergy Corp29.6K shares-27.82%2026-03-312026-04-17

Sponsored

PROLOGIS INC. COM PROLOGIS INC. COM25.1K shares14.35%2026-03-312026-04-17

LDOS LEIDOS HOLDINGS INC21.3K shares22.50%2026-03-312026-04-17

VIG VANGUARD SPECIALIZED FUNDS DIV15.0K shares-5.15%2026-03-312026-04-17

BlackRock Inc BlackRock Inc3.3K shares-9.65%2026-03-312026-04-17

MMC MARSH COM18.4K shares-22.81%2026-03-312026-04-17

KR KROGER CO COM USD1.0042.9K shares-17.33%2026-03-312026-04-17

IWB iShares Russell 1000 ETF8.7K shares-1.64%2026-03-312026-04-17

ALL ALLSTATE CORP COM USD0.0114.8K shares5.19%2026-03-312026-04-17

Sponsored

CME GROUP INC COM CME GROUP INC COM10.4K shares7.53%2026-03-312026-04-17

COINBASE GLOBAL INC COM CL A COINBASE GLOBAL INC COM CL A17.5K shares53.04%2026-03-312026-04-17

VERISK ANALYTICS INC COM VERISK ANALYTICS INC COM16.0K shares28.88%2026-03-312026-04-17

BEN FRANKLIN RES INC126.8K shares20.63%2026-03-312026-04-17

MEDTRONIC PLC MEDTRONIC PLC33.5K shares-20.18%2026-03-312026-04-17

ZOETIS INC ZOETIS INC24.0K shares-8.22%2026-03-312026-04-17

EEM ISHARES TRUST MSCI EMG MKTS ET49.5K shares-0.03%2026-03-312026-04-17

EXELON CORP COM NPV EXELON CORP COM NPV57.2K shares11.09%2026-03-312026-04-17

Sponsored

RSG REPUBLIC SERVICES INC12.7K shares3.88%2026-03-312026-04-17

PFE PFIZER INC94.3K shares-20.10%2026-03-312026-04-17

ELV ELEVANCE HEALTH INC COM8.9K shares-46.48%2026-03-312026-04-17

IWN ISHARES RUSSELL 2000 VALUE ETF13.6K shares-7.63%2026-03-312026-04-17

APD AIR PRODUCTS AND CHEMICALS INC8.7K shares-26.41%2026-03-312026-04-17

DHR DANAHER CORPORATION COM13.4K shares-19.45%2026-03-312026-04-17

UAL United Airlines Holdings Inc27.5K shares25.40%2026-03-312026-04-17

QUEST DIAGNOSTICS INC COM USD0 QUEST DIAGNOSTICS INC COM USD012.9K shares-25.82%2026-03-312026-04-17

Sponsored

BAC BANK AMERICA CORP COM51.7K shares-11.42%2026-03-312026-04-17

IJH ISHARES CORE S&P MID-CAP ETF37.2K shares-12.90%2026-03-312026-04-17

AT&T INC COM USD1 AT&T INC COM USD186.5K shares2.49%2026-03-312026-04-17

SPDR SER TR S&P PHARMAC SPDR SER TR S&P PHARMAC45.7K shares5.10%2026-03-312026-04-17

Rtx Corporation Com Rtx Corporation Com12.8K shares-6.39%2026-03-312026-04-17

SYK STRYKER CORPORATION COM7.4K shares-17.54%2026-03-312026-04-17

Amcor PLC $ Amcor PLC $59.0K sharesnew addition2026-03-312026-04-17

IWR iShares Russell Mid-Cap ETF23.0K shares-3.84%2026-03-312026-04-17

Sponsored

VB VANGUARD SMALL-CAP INDEX FUND8.3K shares-17.55%2026-03-312026-04-17

UHS UNIVERSAL HLTH SVCS CLASS B11.8K shares13.13%2026-03-312026-04-17

VSS VANGUARD INTL EQUITY INDEX FDS14.4K shares-4.78%2026-03-312026-04-17

BK BANK OF NEW YORK MELLON CORP C17.0K shares-1.07%2026-03-312026-04-17

ADP AUTOMATIC DATA PROCESSING INC9.9K shares-19.09%2026-03-312026-04-17

URI UNITED RENTALS INC2.8K shares-0.33%2026-03-312026-04-17

CAT CATERPILLAR INC COM2.8K shares-15.07%2026-03-312026-04-17

NETEASE INC ADS EACH REPR 25 C NETEASE INC ADS EACH REPR 25 C17.4K shares-12.46%2026-03-312026-04-17

Sponsored

ROYAL CARIBBEAN GROUP COM USD0 ROYAL CARIBBEAN GROUP COM USD06.8K shares-46.57%2026-03-312026-04-17

CENTENE CORP CENTENE CORP56.2K shares32.47%2026-03-312026-04-17

MCHP MICROCHIP TECHNOLOGY INC. COM27.9K shares-27.54%2026-03-312026-04-17

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC6.6K shares-51.14%2026-03-312026-04-17

COMCAST CORP COMCAST CORP62.0K shares-14.10%2026-03-312026-04-17

AVUV Avantis U.S. Small Cap Value16.0K shares6.68%2026-03-312026-04-17

VERIZON COMMUNICATIONS INC VERIZON COMMUNICATIONS INC35.0K shares-5.07%2026-03-312026-04-17

AMERIPRISE FINANCIAL INC COM U AMERIPRISE FINANCIAL INC COM U3.9K shares-0.78%2026-03-312026-04-17

Sponsored

AMGN AMGEN INC5.0K shares-40.36%2026-03-312026-04-17

SHV iShares Short Treasury Bond15.4K shares-15.41%2026-03-312026-04-17

SCHW SCHWAB CHARLES CORP COM18.0K shares-23.77%2026-03-312026-04-17

AMD ADVANCED MICRO DEVICES INC8.3K shares-8.07%2026-03-312026-04-17

CAG CONAGRA BRANDS INC107.1K sharesnew addition2026-03-312026-04-17

Applovin Corp Applovin Corp4.2K shares775.83%2026-03-312026-04-17

SELECT SECTOR SPDR TRUST TECHN SELECT SECTOR SPDR TRUST TECHN12.6K shares-23.91%2026-03-312026-04-17

DVY ISHARES SELECT DIVIDEND ETF10.9K shares-7.25%2026-03-312026-04-17

Sponsored

PRIMERICA INC COM USD0.01 PRIMERICA INC COM USD0.016.5K shares-24.97%2026-03-312026-04-17

PANW PALO ALTO NETWORKS INC COM USD10.0K shares-1.79%2026-03-312026-04-17

MCKESSON CORP MCKESSON CORP1.8K shares-1.62%2026-03-312026-04-17

SPDR Bloomberg Barclays 1-3 Mo SPDR Bloomberg Barclays 1-3 Mo16.4K shares-0.41%2026-03-312026-04-17

EOG RESOURCES INC EOG RESOURCES INC10.2K shares-30.68%2026-03-312026-04-17

SPDR S&P Dividend ETF SPDR S&P Dividend ETF10.0K shares-1.26%2026-03-312026-04-17

BRK.A Berkshire Hathaway Inc2 shares0.00%2026-03-312026-04-17

THE CIGNA GROUP COM THE CIGNA GROUP COM5.4K shares-17.42%2026-03-312026-04-17

Sponsored

AXP AMERICAN EXPRESS CO COM USD0.24.7K shares-11.24%2026-03-312026-04-17

CITIGROUP INC CITIGROUP INC12.3K shares-2.28%2026-03-312026-04-17

TDY TELEDYNE TECHNOLOGIE2.2K shares-11.88%2026-03-312026-04-17

SLB SLB LIMITED25.3K shares-26.25%2026-03-312026-04-17

MARATHON PETROLEUM CORP COM US MARATHON PETROLEUM CORP COM US5.3K shares-4.58%2026-03-312026-04-17

SEAGATE TECHNOLOGY HLDGS PUB L SEAGATE TECHNOLOGY HLDGS PUB L3.3K shares-1.82%2026-03-312026-04-17

DE DEERE & CO2.3K shares-5.01%2026-03-312026-04-17

FLEXSHARES TRUST MORNINGSTAR G FLEXSHARES TRUST MORNINGSTAR G23.2K shares-10.00%2026-03-312026-04-17

Sponsored

PM PHILIP MORRIS INTERNATIONAL IN7.7K shares-8.48%2026-03-312026-04-17

Arista Networks Inc Arista Networks Inc10.4K shares-13.89%2026-03-312026-04-17

COMM SERVICES SELECT SECTOR COMM SERVICES SELECT SECTOR11.5K shares-4.94%2026-03-312026-04-17

VERTEX PHARMACEUTICALS INC VERTEX PHARMACEUTICALS INC2.8K shares-7.09%2026-03-312026-04-17

TMO THERMO FISHER SCIENTIFIC INC2.6K shares-13.15%2026-03-312026-04-17

SBUX STARBUCKS CORP COM USD0.00113.9K shares-27.18%2026-03-312026-04-17

CDNS CADENCE DESIGN SYSTEMS INC COM4.3K shares-0.81%2026-03-312026-04-17

LMT LOCKHEED MARTIN CORP COM USD1.2.0K shares-5.85%2026-03-312026-04-17

Sponsored

GE AEROSPACE COM NEW GE AEROSPACE COM NEW4.1K shares-0.98%2026-03-312026-04-17

SPDR S&P MIDCAP 400 ETF SPDR S&P MIDCAP 400 ETF1.9K shares-3.36%2026-03-312026-04-17

LYONDELLBASELL INDUSTRIES N V LYONDELLBASELL INDUSTRIES N V14.2K shares55.89%2026-03-312026-04-17

ITOT iShares Core S&P Total U.S. St8.0K shares-74.71%2026-03-312026-04-17

CHUBB LIMITED COM NPV CHUBB LIMITED COM NPV3.4K shares-5.20%2026-03-312026-04-17

MAS MASCO CORP COM USD1.0018.5K shares-32.14%2026-03-312026-04-17

PFF ISHARES TR PFD AND INCM SEC35.6K shares-17.56%2026-03-312026-04-17

MU MICRON TECHNOLOGY INC3.2K shares-7.23%2026-03-312026-04-17

Sponsored

PGR PROGRESSIVE CORP COM5.4K shares-0.66%2026-03-312026-04-17

SCHB Schwab U.S. Broad Market ETF42.3K shares-15.05%2026-03-312026-04-17

INTC INTEL CORP COM USD0.00123.9K shares-1.29%2026-03-312026-04-17

TE Connectivity PLC TE Connectivity PLC5.0K shares-22.93%2026-03-312026-04-17

OKE ONEOK INC COM USD0.0111.4K shares10.00%2026-03-312026-04-17

SPDR PORTFOLIO S&P 500 VALUE E SPDR PORTFOLIO S&P 500 VALUE E17.9K shares-64.53%2026-03-312026-04-17

Ishares Bitcoin Trust Etf Ishares Bitcoin Trust Etf26.3K shares22.72%2026-03-312026-04-17

DIS DISNEY WALT CO COM10.5K shares-1.81%2026-03-312026-04-17

Sponsored

AJG ARTHUR J. GALLAGHER & CO.4.6K shares-12.09%2026-03-312026-04-17

CSX CSX CORP COM USD124.5K shares-1.48%2026-03-312026-04-17

QCOM QUALCOMM INC7.7K shares-3.22%2026-03-312026-04-17

ADOBE SYSTEMS INCORPORATED COM ADOBE SYSTEMS INCORPORATED COM4.0K shares-35.63%2026-03-312026-04-17

EQUINIX INC EQUINIX INC994 shares-17.24%2026-03-312026-04-17

SO SOUTHERN CO9.7K shares1.40%2026-03-312026-04-17

GE Vernova Inc GE Vernova Inc1.1K shares-0.74%2026-03-312026-04-17

JPMorgan U.S. Value Factor ETF JPMorgan U.S. Value Factor ETF19.1K shares-9.14%2026-03-312026-04-17

Sponsored

VUG VANGUARD GROWTH ETF2.1K shares-0.05%2026-03-312026-04-17

JPMorgan U.S. Quality Factor E JPMorgan U.S. Quality Factor E15.1K shares-0.86%2026-03-312026-04-17

FTEC Fidelity MSCI Information Tech4.4K shares-17.98%2026-03-312026-04-17

UPS UNITED PARCEL SERVICE INC CL B9.2K shares34.21%2026-03-312026-04-17

CVS CVS HEALTH CORPORATION COM12.6K shares-9.20%2026-03-312026-04-17

MDLZ MONDELEZ INTL INC COM NPV15.6K shares-40.69%2026-03-312026-04-17

VANGUARD INFORMATION TECH E VANGUARD INFORMATION TECH E1.3K shares121.45%2026-03-312026-04-17

LOW LOWES COMPANIES INC COM USD0.53.6K shares-4.02%2026-03-312026-04-17

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MLM MARTIN MARIETTA MATERIALS INC1.4K shares-3.96%2026-03-312026-04-17

SALESFORCE INC COM SALESFORCE INC COM4.4K shares-20.28%2026-03-312026-04-17

IGF iShares S&P Global Infrastruct12.1K shares-10.45%2026-03-312026-04-17

BLACKSTONE INC BLACKSTONE INC7.0K shares-2.51%2026-03-312026-04-17

IWO iShares Russell 2000 Growth ET2.5K shares-22.11%2026-03-312026-04-17

3M CO 3M CO5.4K shares13.74%2026-03-312026-04-17

CONSTELLATION ENERGY CORP COM CONSTELLATION ENERGY CORP COM2.8K shares-1.02%2026-03-312026-04-17

EMN EASTMAN CHEM CO COM10.2K shares-79.45%2026-03-312026-04-17

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AES CORP AES CORP54.2K shares-2.64%2026-03-312026-04-17

NISOURCE INC 00500 NISOURCE INC 0050015.8K shares-29.29%2026-03-312026-04-17

CL COLGATE-PALMOLIVE CO COM USD1.8.6K shares-0.28%2026-03-312026-04-17

BP BP PLC SPONSORED ADR15.6K shares-1.94%2026-03-312026-04-17

DAL DELTA AIR LINES INC11.0K shares-36.41%2026-03-312026-04-17

BND VANGUARD BD INDEX FDS TOTAL BN9.9K shares-19.37%2026-03-312026-04-17

CDW CORP COM USD0.01 CDW CORP COM USD0.016.0K shares-42.36%2026-03-312026-04-17

TYL TYLER TECHNOLOGIES INC2.1K shares-13.73%2026-03-312026-04-17

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iShares Gold Trust iShares Gold Trust8.2K shares0.00%2026-03-312026-04-17

SCHD Schwab US Dividend Equity ETF23.3K shares-36.58%2026-03-312026-04-17

AGILENT TECHNOLOGIES INC COM U AGILENT TECHNOLOGIES INC COM U6.2K shares-46.87%2026-03-312026-04-17

CAPITAL ONE FINANCIAL CORP COM CAPITAL ONE FINANCIAL CORP COM3.9K shares-12.99%2026-03-312026-04-17

WFC WELLS FARGO CO NEW COM8.8K shares-14.90%2026-03-312026-04-17

O REALTY INCOME CORP COM11.3K shares3.51%2026-03-312026-04-17

TSM TAIWAN SEMICONDUCTOR MANUFACTU2.0K shares-1.26%2026-03-312026-04-17

IQVIA HLDGS INC COM IQVIA HLDGS INC COM4.0K shares-20.40%2026-03-312026-04-17

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EA ELECTRONIC ARTS INC3.4K shares-34.18%2026-03-312026-04-17

JOHNSON CONTROLS INTERNATIONAL JOHNSON CONTROLS INTERNATIONAL5.2K shares-3.41%2026-03-312026-04-17

ISHARES TRUST GLOBAL REIT ETF ISHARES TRUST GLOBAL REIT ETF27.1K shares-28.94%2026-03-312026-04-17

DOW DOW INC COM16.2K shares0.08%2026-03-312026-04-17

EBAY EBAY INC. COM7.3K shares-4.62%2026-03-312026-04-17

CMI CUMMINS INC1.2K shares-0.56%2026-03-312026-04-17

LINDE PLC COM LINDE PLC COM1.3K shares-33.18%2026-03-312026-04-17

MS MORGAN STANLEY COM USD0.014.0K shares-6.36%2026-03-312026-04-17

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YUM YUM! BRANDS INC4.2K shares4.42%2026-03-312026-04-17

AEP AMERICAN ELEC PWR CO INC COM4.9K shares-62.69%2026-03-312026-04-17

TXN TEXAS INSTRUMENTS INC COM USD13.3K shares-0.21%2026-03-312026-04-17

GE HEALTHCARE TECHNOLOGIES INC GE HEALTHCARE TECHNOLOGIES INC9.0K shares13.77%2026-03-312026-04-17

ACUITY INC ACUITY INC2.3K shares-0.91%2026-03-312026-04-17

BBY BEST BUY CO INC COM USD0.109.9K shares-30.98%2026-03-312026-04-17

ECL ECOLAB INC2.3K shares-10.25%2026-03-312026-04-17

HCA HEALTHCARE INC COM HCA HEALTHCARE INC COM1.3K shares-11.54%2026-03-312026-04-17

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ARES MANAGEMENT CORPORATION CL ARES MANAGEMENT CORPORATION CL5.6K shares-55.54%2026-03-312026-04-17

VO VANGUARD MID-CAP INDEX FUND2.1K shares-1.54%2026-03-312026-04-17

PRU PRUDENTIAL FINANCIAL INC6.1K shares-2.07%2026-03-312026-04-17

SCHG SCHWAB US LARGE CAP GROWTH ETF20.3K shares0.01%2026-03-312026-04-17

PNC PNC FINANCIAL SERVICES GROUP C2.8K shares-12.10%2026-03-312026-04-17

iShares Treasury Floating Rate iShares Treasury Floating Rate11.4K shares-24.90%2026-03-312026-04-17

OREILLY AUTOMOTIVE INC COM OREILLY AUTOMOTIVE INC COM6.2K shares-64.25%2026-03-312026-04-17

MONSTER BEVERAGE CORP NEW COM MONSTER BEVERAGE CORP NEW COM7.9K shares-19.98%2026-03-312026-04-17

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TRANE TECHNOLOGIES PLC COM USD TRANE TECHNOLOGIES PLC COM USD1.4K shares-0.22%2026-03-312026-04-17

NEM NEWMONT CORP COM ISIN #US651635.3K shares-8.09%2026-03-312026-04-17

KLAC KLA CORP COM NEW385 shares-5.17%2026-03-312026-04-17

SPDR EURO STOXX 50 ETF SPDR EURO STOXX 50 ETF9.0K shares34.77%2026-03-312026-04-17

AstraZeneca PLC AstraZeneca PLC2.8K sharesnew addition2026-03-312026-04-17

HIG Hartford Insurance Group Inc C4.0K shares-1.96%2026-03-312026-04-17

INTU INTUIT INC1.3K shares-49.98%2026-03-312026-04-17

POOL CORP COM POOL CORP COM2.7K shares-33.71%2026-03-312026-04-17

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FITB FIFTH THIRD BANCORP11.2K shares-2.25%2026-03-312026-04-17

iShares Core MSCI Internationa iShares Core MSCI Internationa6.1K sharesnew addition2026-03-312026-04-17

TRUIST FINL CORP COM TRUIST FINL CORP COM11.1K shares-12.88%2026-03-312026-04-17

PAYX PAYCHEX INC COM USD0.015.4K shares2.78%2026-03-312026-04-17

NOVARTIS AG NOVARTIS AG3.2K shares-6.28%2026-03-312026-04-17

AMERICAN TOWER CORP NEW AMERICAN TOWER CORP NEW2.8K shares-0.57%2026-03-312026-04-17

PSX PHILLIPS 66 COM2.6K shares4.10%2026-03-312026-04-17

TW TRADEWEB MKTS INC CL A4.0K shares-21.56%2026-03-312026-04-17

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ITW ILLINOIS TOOL WORKS INC COM US1.8K shares-6.28%2026-03-312026-04-17

CTAS CINTAS CORP2.7K shares-6.51%2026-03-312026-04-17

VANECK J P MORGAN EM LCL CRY B VANECK J P MORGAN EM LCL CRY B17.6K shares-23.95%2026-03-312026-04-17

ASML HOLDING NV EUR0.09 NY REG ASML HOLDING NV EUR0.09 NY REG332 shares1.53%2026-03-312026-04-17

AFL AFLAC INC COM USD0.104.0K shares-3.06%2026-03-312026-04-17

WMB WILLIAMS COS INC COM6.0K shares-1.03%2026-03-312026-04-17

SHEL SHELL PLC SPON ADS EA REP 2 OR4.6K shares5.59%2026-03-312026-04-17

DLR DIGITAL REALTY TRUST INC2.3K shares-0.80%2026-03-312026-04-17

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UBER TECHNOLOGIES INC COM UBER TECHNOLOGIES INC COM5.8K shares-6.17%2026-03-312026-04-17

TLH iShares 10-20 Year Treasury Bo4.1K shares-61.78%2026-03-312026-04-17

KEYSIGHT TECHNOLOGIES INC COM KEYSIGHT TECHNOLOGIES INC COM1.4K shares-18.57%2026-03-312026-04-17

VNQ VANGUARD REAL ESTATE ETF4.4K shares-23.06%2026-03-312026-04-17

DELL TECHNOLOGIES INC CL C DELL TECHNOLOGIES INC CL C2.4K shares-2.26%2026-03-312026-04-17

STATE STREET SPDR DOW JONES IN STATE STREET SPDR DOW JONES IN840 shares0.00%2026-03-312026-04-17

ROK ROCKWELL AUTOMATION INC COM US1.1K shares-7.83%2026-03-312026-04-17

SKYWORKS SOLUTIONS SKYWORKS SOLUTIONS7.2K shares-3.93%2026-03-312026-04-17

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BA BOEING CO COM USD5.001.9K shares-4.65%2026-03-312026-04-17

NXP Semiconductors NV NXP Semiconductors NV1.9K shares35.26%2026-03-312026-04-17

NKE NIKE INC CLASS B COM NPV7.2K shares-37.75%2026-03-312026-04-17

SPG SIMON PROPERTY GROUP INC2.0K shares-5.28%2026-03-312026-04-17

GENERAL MTRS CO COM GENERAL MTRS CO COM5.1K shares-50.85%2026-03-312026-04-17

NOC NORTHROP GRUMMAN CORP COM USD1551 shares1.10%2026-03-312026-04-17

IWD iShares Russell 1000 Value ETF1.8K shares-23.87%2026-03-312026-04-17

SPDR Gold MiniShares Trust SPDR Gold MiniShares Trust4.0K sharesnew addition2026-03-312026-04-17

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VTV VANGUARD INDEX FUNDS - VANGUAR1.9K shares-33.45%2026-03-312026-04-17

DSI iShares MSCI KLD 400 Social ET3.0K shares-27.01%2026-03-312026-04-17

FEDEX CORP COM USD0.10 FEDEX CORP COM USD0.101.0K shares-2.29%2026-03-312026-04-17

GLW CORNING INC2.7K shares-13.93%2026-03-312026-04-17

IT GARTNER INC COM USD0.00052.3K shares1.15%2026-03-312026-04-17

PROSHARES TRUST BROOKFIELD GLO PROSHARES TRUST BROOKFIELD GLO6.0K shares-9.57%2026-03-312026-04-17

STT STATE STREET CORP2.9K shares-16.06%2026-03-312026-04-17

UNUM GROUP UNUM GROUP4.9K shares1.54%2026-03-312026-04-17

Sponsored

Corpay Inc Corpay Inc1.2K shares-30.61%2026-03-312026-04-17

IEF ISHARES TRUST 7-10 YEAR TREASU3.7K sharesnew addition2026-03-312026-04-17

Solstice Advanced Materials In Solstice Advanced Materials In4.6K shares-22.96%2026-03-312026-04-17

PH PARKER-HANNIFIN CORP COM391 shares-15.91%2026-03-312026-04-17

HEALTH CARE SELECT SPDR HEALTH CARE SELECT SPDR2.4K shares-1.24%2026-03-312026-04-17

iShares Ultra Short-Term Bond iShares Ultra Short-Term Bond6.8K shares-50.90%2026-03-312026-04-17

WELLTOWER INC COM WELLTOWER INC COM1.7K shares-7.41%2026-03-312026-04-17

MSI MOTOROLA SOLUTIONS INC775 shares-1.65%2026-03-312026-04-17

Sponsored

NSC NORFOLK SOUTHN CORP COM1.1K shares-3.30%2026-03-312026-04-17

EMCOR GROUP INC EMCOR GROUP INC444 shares11.84%2026-03-312026-04-17

TRAVELERS COMPANIES INC COM ST TRAVELERS COMPANIES INC COM ST1.1K shares-12.17%2026-03-312026-04-17

S&P GLOBAL INC COM S&P GLOBAL INC COM738 shares-10.76%2026-03-312026-04-17

EDWARDS LIFESCIENCES CORP EDWARDS LIFESCIENCES CORP3.9K shares-0.26%2026-03-312026-04-17

CFG CITIZENS FINL GROUP INC COM5.1K shares-0.02%2026-03-312026-04-17

EMR EMERSON ELECTRIC CO2.3K shares-5.46%2026-03-312026-04-17

VBR VANGUARD SMALL CAP VALUE ETF1.4K shares-7.33%2026-03-312026-04-17

Sponsored

HII HUNTINGTON INGALLS INDUSTRIES793 shares-21.72%2026-03-312026-04-17

NRG NRG ENERGY INC2.0K shares-1.26%2026-03-312026-04-17

TMUS T-MOBILE US INC COM1.4K shares-2.54%2026-03-312026-04-17

IRON MTN INC DEL COM IRON MTN INC DEL COM2.8K shares1.33%2026-03-312026-04-17

HYG ISHARES TR IBOXX HI YD ETF3.6K shares-12.09%2026-03-312026-04-17

HP INC COM HP INC COM14.6K shares11.94%2026-03-312026-04-17

WBD WARNER BROS DISCOVERY INC COM10.2K sharesnew addition2026-03-312026-04-17

F FORD MTR CO DEL COM24.3K shares3.10%2026-03-312026-04-17

Sponsored

ZIMMER BIOMET HOLDINGS INC COM ZIMMER BIOMET HOLDINGS INC COM3.1K shares-1.79%2026-03-312026-04-17

FHLC Fidelity MSCI Health Care Inde3.9K shares0.08%2026-03-312026-04-17

BSV Vanguard Short-Term Bond Index3.5K shares-19.34%2026-03-312026-04-17

Vanguard Russell 1000 Growth E Vanguard Russell 1000 Growth E2.5K shares0.00%2026-03-312026-04-17

J P MORGAN EXCHANGE ETF ULTRA J P MORGAN EXCHANGE ETF ULTRA5.4K shares-54.88%2026-03-312026-04-17

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP787 shares-4.14%2026-03-312026-04-17

ROST ROSS STORES INC1.2K shares0.08%2026-03-312026-04-17

EXPEDIA GROUP INC EXPEDIA GROUP INC1.2K shares5.05%2026-03-312026-04-17

Sponsored

FNCL Fidelity MSCI Financials Index3.8K shares0.00%2026-03-312026-04-17

CMG CHIPOTLE MEXICAN GRILL INC8.2K shares-80.61%2026-03-312026-04-17

CH ROBINSON WORLDWIDE INC COM CH ROBINSON WORLDWIDE INC COM1.6K sharesnew addition2026-03-312026-04-17

FIDU Fidelity MSCI Industrials Inde3.0K shares0.00%2026-03-312026-04-17

PEG PUBLIC SVC ENTERPRISE GRP INC3.1K shares-0.48%2026-03-312026-04-17

SERVICENOW INC COM USD0.001 SERVICENOW INC COM USD0.0012.3K shares-7.33%2026-03-312026-04-17

UTILITIES SELECT SECTOR SPDR F UTILITIES SELECT SECTOR SPDR F5.3K shares-17.85%2026-03-312026-04-17

VANGUARD SHORT-TERM CORPOR VANGUARD SHORT-TERM CORPOR3.0K shares7.35%2026-03-312026-04-17

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FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD5.1K shares0.00%2026-03-312026-04-17

CORTEVA INC COM CORTEVA INC COM2.8K sharesnew addition2026-03-312026-04-17

FREEPORT-MCMORAN INC COM USD0. FREEPORT-MCMORAN INC COM USD0.4.0K sharesnew addition2026-03-312026-04-17

DOMINION ENERGY INC COM DOMINION ENERGY INC COM3.8K shares3.18%2026-03-312026-04-17

ISHARES MSCI UNITED KINGDOME E ISHARES MSCI UNITED KINGDOME E5.1K shares10.24%2026-03-312026-04-17

SYY SYSCO CORP3.2K shares-14.71%2026-03-312026-04-17

QUANTA SERVICES COM USD0.00001 QUANTA SERVICES COM USD0.00001419 sharesnew addition2026-03-312026-04-17

WORKDAY INC COM USD0.001 CL A WORKDAY INC COM USD0.001 CL A1.8K shares-51.28%2026-03-312026-04-17

Sponsored

FCOM Fidelity MSCI Communication Se3.3K shares0.06%2026-03-312026-04-17

IWV ISHARES RUSSELL 3000 INDEX FUN615 shares0.00%2026-03-312026-04-17

Profesionally Managed Portfoli Profesionally Managed Portfoli4.3K shares-63.79%2026-03-312026-04-17

FLEX LTD COM USD0.01 FLEX LTD COM USD0.013.5K shares-3.36%2026-03-312026-04-17

VXUS Vanguard Total International S2.9K shares0.00%2026-03-312026-04-17

HEALTHPEAK PROPERTIES INC COM HEALTHPEAK PROPERTIES INC COM13.8K shares-5.08%2026-03-312026-04-17

HSBC HSBC HLDGS PLC SPON2.7K shares2.92%2026-03-312026-04-17

ACWI ISHARES MSCI ACWI ETF1.6K shares-9.63%2026-03-312026-04-17

Sponsored

SELECT SECTOR SPDR TR ENERGY SELECT SECTOR SPDR TR ENERGY3.6K sharesnew addition2026-03-312026-04-17

VEU VANGUARD INTL EQUITY INDEX FDS3.0K shares-30.54%2026-03-312026-04-17

MCO MOODYS CORP COM USD0.01507 shares-52.66%2026-03-312026-04-17

BSX BOSTON SCIENTIFIC CORP3.5K shares-19.04%2026-03-312026-04-17

CPRT COPART INC COM USD0.00016.6K shares-12.63%2026-03-312026-04-17

WEC ENERGY GROUP INC COM WEC ENERGY GROUP INC COM1.9K shares-10.18%2026-03-312026-04-17

CROWDSTRIKE HLDGS INC CL A CROWDSTRIKE HLDGS INC CL A549 shares-5.83%2026-03-312026-04-17

AEE AMEREN CORP COM USD0.011.9K shares-16.13%2026-03-312026-04-17

Sponsored

PENTAIR PLC SHS PENTAIR PLC SHS2.4K sharesnew addition2026-03-312026-04-17

VXF VANGUARD EXTENDED MARKET ETF1.0K shares-27.91%2026-03-312026-04-17

HWM HOWMET AEROSPACE INC COM922 shares-8.17%2026-03-312026-04-17

MAR MARRIOTT INTERNATIONAL INC642 shares-2.28%2026-03-312026-04-17

SCHP Schwab U.S. TIPs ETF7.7K shares-22.27%2026-03-312026-04-17

VIATRIS INC COM VIATRIS INC COM15.2K shares16.81%2026-03-312026-04-17

Technipfmc PLC Technipfmc PLC3.0K sharesnew addition2026-03-312026-04-17

USB US BANCORP3.9K sharesnew addition2026-03-312026-04-17

Sponsored

WDC WESTERN DIGITAL CORP. COM742 sharesnew addition2026-03-312026-04-17

TPR TAPESTRY INC COM1.4K sharesnew addition2026-03-312026-04-17

BANCO SANTANDER, S.A. SPON ADR BANCO SANTANDER, S.A. SPON ADR13.9K shares-1.73%2026-03-312026-04-17

Coursera Inc Coursera Inc23.4K sharesnew addition2026-03-312026-04-17

UDMY Udemy Inc19.5K sharesnew addition2026-03-312026-04-17

MIZUHO FINANCIAL GROUP SPON AD MIZUHO FINANCIAL GROUP SPON AD10.2K shares-3.43%2026-03-312026-04-17

LYG LLOYDS BANKING GROUP PLC SPONS13.2K shares-1.01%2026-03-312026-04-17

AAPL

APPLE INC

-8.46%

Shares346.8K

Event2026-03-31

Filed2026-04-17

IWY

iShares Russell Top 200 Growth

-9.93%

Shares272.4K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

-2.90%

Shares149.7K

Event2026-03-31

Filed2026-04-17

ISHARES TRUST CORE MSCI EAFE E

-4.79%

Shares508.4K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON.COM INC

1.70%

Shares211.2K

Event2026-03-31

Filed2026-04-17

Nvidia Corporation Com

-0.04%

Shares248.0K

Event2026-03-31

Filed2026-04-17

BROADCOM INC COM

-20.34%

Shares139.4K

Event2026-03-31

Filed2026-04-17

IWX

iShares Russell Top 200 Value

-9.53%

Shares459.9K

Event2026-03-31

Filed2026-04-17

IWS

ISHARES RUSSELL MID-CAP VALUE

-0.54%

Shares261.2K

Event2026-03-31

Filed2026-04-17

IVV

ISHARES CORE S&P 500 ETF

7.89%

Shares54.4K

Event2026-03-31

Filed2026-04-17

AGG

ISHARES TRUST CORE US AGGBD ET

-12.44%

Shares324.8K

Event2026-03-31

Filed2026-04-17

ALPHABET INC CAP STK CL A

-6.18%

Shares107.7K

Event2026-03-31

Filed2026-04-17

JPMORGAN CHASE & CO

-5.78%

Shares94.6K

Event2026-03-31

Filed2026-04-17

VCRB

Vanguard Core Bond ETF

17.41%

Shares323.2K

Event2026-03-31

Filed2026-04-17

ALPHABET INC CAP STK CL C

2.32%

Shares81.1K

Event2026-03-31

Filed2026-04-17

IWP

ISHARES TR RUS MD CP GR ETF

-4.64%

Shares177.3K

Event2026-03-31

Filed2026-04-17

STATE STREET SPDR S&P 500 ETF

-7.27%

Shares33.3K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FUNDS S&P 500 E

-0.11%

Shares30.3K

Event2026-03-31

Filed2026-04-17

META PLATFORMS INC CLASS A COM

-4.39%

Shares30.8K

Event2026-03-31

Filed2026-04-17

ISHARES INC CORE MSCI EMERGING

-8.58%

Shares226.5K

Event2026-03-31

Filed2026-04-17

VISA INC

-4.43%

Shares52.1K

Event2026-03-31

Filed2026-04-17

VANGUARD RUSSELL 2000 ETF IV

-3.28%

Shares146.8K

Event2026-03-31

Filed2026-04-17

EXXON MOBIL CORP

-11.11%

Shares78.4K

Event2026-03-31

Filed2026-04-17

ABBVIE INC COM USD0.01

-15.11%

Shares58.3K

Event2026-03-31

Filed2026-04-17

Dimensional International Smal

4.18%

Shares361.8K

Event2026-03-31

Filed2026-04-17

CISCO SYSTEMS INC

-9.04%

Shares155.6K

Event2026-03-31

Filed2026-04-17

HOME DEPOT INC

-22.78%

Shares35.4K

Event2026-03-31

Filed2026-04-17

NETFLIX INC

-1.11%

Shares116.1K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS VANGUARD TO

-1.12%

Shares31.6K

Event2026-03-31

Filed2026-04-17

CVX

CHEVRON CORP NEW COM

-5.68%

Shares48.4K

Event2026-03-31

Filed2026-04-17

LLY

ELI LILLY AND CO

13.06%

Shares10.8K

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC COM USD

-9.02%

Shares20.7K

Event2026-03-31

Filed2026-04-17

TESLA INC COM

10.04%

Shares26.2K

Event2026-03-31

Filed2026-04-17

EATON CORPORATION PLC

-7.10%

Shares27.2K

Event2026-03-31

Filed2026-04-17

ISHARES TR MSCI USA QLT FCT

3.31%

Shares47.7K

Event2026-03-31

Filed2026-04-17

WMT

WALMART INC COM

-17.04%

Shares73.1K

Event2026-03-31

Filed2026-04-17

COSTCO WHOLESALE CORP COM USD0

-27.30%

Shares8.9K

Event2026-03-31

Filed2026-04-17

UNP

UNION PAC CORP COM

-11.83%

Shares33.8K

Event2026-03-31

Filed2026-04-17

AMAT

APPLIED MATERIALS INC COM USD0

6.47%

Shares23.9K

Event2026-03-31

Filed2026-04-17

PROCTER AND GAMBLE CO COM

-6.71%

Shares56.4K

Event2026-03-31

Filed2026-04-17

ADI

ANALOG DEVICES INC COM USD0.16

-9.56%

Shares25.1K

Event2026-03-31

Filed2026-04-17

TJX

TJX COMPANIES INC

-21.09%

Shares49.2K

Event2026-03-31

Filed2026-04-17

ORACLE CORP

-10.25%

Shares51.8K

Event2026-03-31

Filed2026-04-17

GVI

ISHARES TR INTRM GOV CR ETF

-1.77%

Shares71.2K

Event2026-03-31

Filed2026-04-17

KINDER MORGAN INC COM USD0.01

16.37%

Shares222.5K

Event2026-03-31

Filed2026-04-17

PEP

PEPSICO INC

-11.31%

Shares45.8K

Event2026-03-31

Filed2026-04-17

MUB

ISHARES NATIONAL MUNI BOND ETF

-13.60%

Shares67.0K

Event2026-03-31

Filed2026-04-17

JNJ

JOHNSON &JOHNSON COM USD1.00

-3.13%

Shares28.6K

Event2026-03-31

Filed2026-04-17

IBM

INTERNATIONAL BUS MACH CORP CO

-24.78%

Shares28.0K

Event2026-03-31

Filed2026-04-17

LHX

L3HARRIS TECHNOLOGIES INC COM

-24.39%

Shares19.2K

Event2026-03-31

Filed2026-04-17

NEXTERA ENERGY INC COM USD0.01

-13.92%

Shares71.0K

Event2026-03-31

Filed2026-04-17

EFA

ISHARES MSCI EAFE ETF

-0.82%

Shares67.4K

Event2026-03-31

Filed2026-04-17

SCHF

SCHWAB INTERNATIONAL EQUITY ET

-8.38%

Shares260.1K

Event2026-03-31

Filed2026-04-17

IJR

ISHARES CORE S&P SMALL-CAP E

-5.50%

Shares51.3K

Event2026-03-31

Filed2026-04-17

Lam Research Corp

10.16%

Shares29.8K

Event2026-03-31

Filed2026-04-17

IWM

ISHARES RUSSELL 2000 ETF

-8.44%

Shares25.6K

Event2026-03-31

Filed2026-04-17

INTUITIVE SURGICAL INC

2.47%

Shares13.7K

Event2026-03-31

Filed2026-04-17

DUKE ENERGY CORP NEW COM NEW

73.94%

Shares45.8K

Event2026-03-31

Filed2026-04-17

ISHARES TR MSCI INTL QUALTY

-12.98%

Shares127.2K

Event2026-03-31

Filed2026-04-17

MERCK &CO. INC COM

-5.49%

Shares47.7K

Event2026-03-31

Filed2026-04-17

COCA-COLA CO

3.61%

Shares75.2K

Event2026-03-31

Filed2026-04-17

HON

HONEYWELL INTERNATIONAL INC

-14.88%

Shares24.5K

Event2026-03-31

Filed2026-04-17

ALTRIA GROUP INC

24.85%

Shares82.8K

Event2026-03-31

Filed2026-04-17

ABT

ABBOTT LABORATORIES

-16.00%

Shares52.0K

Event2026-03-31

Filed2026-04-17

ISHARES TR 0-3 MNTH TREASRY

-3.51%

Shares52.7K

Event2026-03-31

Filed2026-04-17

IWF

ISHARES TR RUS 1000 GRW ETF

-45.24%

Shares12.2K

Event2026-03-31

Filed2026-04-17

CONOCOPHILLIPS COM

8.56%

Shares39.2K

Event2026-03-31

Filed2026-04-17

BOOKING HOLDINGS INC COM

20.43%

Shares1.2K

Event2026-03-31

Filed2026-04-17

SCZ

iShares MSCI EAFE Small-Cap ET

-0.25%

Shares60.4K

Event2026-03-31

Filed2026-04-17

Palantir Technologies Inc

6.19%

Shares31.9K

Event2026-03-31

Filed2026-04-17

INTERCONTINENTAL EXCHANGE INC

-19.18%

Shares29.0K

Event2026-03-31

Filed2026-04-17

REGIONS FINANCIAL CORP NEW COM

7.93%

Shares173.9K

Event2026-03-31

Filed2026-04-17

MCD

MCDONALD S CORP

-15.88%

Shares14.2K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR UNIT SER 1

16.37%

Shares7.7K

Event2026-03-31

Filed2026-04-17

KHC

KRAFT HEINZ CO COM

1076.65%

Shares195.1K

Event2026-03-31

Filed2026-04-17

FIRSTENERGY CORP

New

Shares86.5K

Event2026-03-31

Filed2026-04-17

VEA

VANGUARD FTSE Developed Market

-3.47%

Shares67.8K

Event2026-03-31

Filed2026-04-17

ISHARES TR MSCI USA VALUE

5.59%

Shares30.5K

Event2026-03-31

Filed2026-04-17

PRICE T ROWE GROUPS COM USD0.2

29.93%

Shares48.1K

Event2026-03-31

Filed2026-04-17

EVERGY INC

69.40%

Shares51.8K

Event2026-03-31

Filed2026-04-17

WASTE MANAGEMENT INC

-16.47%

Shares18.3K

Event2026-03-31

Filed2026-04-17

ACCENTURE PLC

-27.48%

Shares20.9K

Event2026-03-31

Filed2026-04-17

IDEXX LABORATORIES INC COM USD

17.44%

Shares7.3K

Event2026-03-31

Filed2026-04-17

VWO

VANGUARD INTL EQUITY INDEX FDS

-3.33%

Shares76.0K

Event2026-03-31

Filed2026-04-17

SPDR GOLD TR GOLD SHS

3.63%

Shares9.1K

Event2026-03-31

Filed2026-04-17

GOLDMAN SACHS GROUP INC COM US

-20.13%

Shares4.6K

Event2026-03-31

Filed2026-04-17

COSTAR GROUP INC

44.65%

Shares96.1K

Event2026-03-31

Filed2026-04-17

VALERO ENERGY CORP COM

-21.90%

Shares15.6K

Event2026-03-31

Filed2026-04-17

GILD

GILEAD SCIENCES INC COM USD0.0

-8.17%

Shares27.3K

Event2026-03-31

Filed2026-04-17

ACWX

ISHARES TR MSCI ACWI EX US

-5.68%

Shares52.8K

Event2026-03-31

Filed2026-04-17

BMY

BRISTOL-MYERS SQUIBB CO COM

-3.90%

Shares59.6K

Event2026-03-31

Filed2026-04-17

APH

AMPHENOL CORP CLASS A COM USD0

24.87%

Shares28.4K

Event2026-03-31

Filed2026-04-17

SNA

SNAP-ON INC

12.67%

Shares9.3K

Event2026-03-31

Filed2026-04-17

BROADRIDGE FINANCIAL SOLUTION

-24.45%

Shares20.6K

Event2026-03-31

Filed2026-04-17

MASTERCARD INCORPORATED CL A

-46.23%

Shares6.7K

Event2026-03-31

Filed2026-04-17

Entergy Corp

-27.82%

Shares29.6K

Event2026-03-31

Filed2026-04-17

PROLOGIS INC. COM

14.35%

Shares25.1K

Event2026-03-31

Filed2026-04-17

LDOS

LEIDOS HOLDINGS INC

22.50%

Shares21.3K

Event2026-03-31

Filed2026-04-17

VIG

VANGUARD SPECIALIZED FUNDS DIV

-5.15%

Shares15.0K

Event2026-03-31

Filed2026-04-17

BlackRock Inc

-9.65%

Shares3.3K

Event2026-03-31

Filed2026-04-17

MMC

MARSH COM

-22.81%

Shares18.4K

Event2026-03-31

Filed2026-04-17

KROGER CO COM USD1.00

-17.33%

Shares42.9K

Event2026-03-31

Filed2026-04-17

IWB

iShares Russell 1000 ETF

-1.64%

Shares8.7K

Event2026-03-31

Filed2026-04-17

ALL

ALLSTATE CORP COM USD0.01

5.19%

Shares14.8K

Event2026-03-31

Filed2026-04-17

CME GROUP INC COM

7.53%

Shares10.4K

Event2026-03-31

Filed2026-04-17

COINBASE GLOBAL INC COM CL A

53.04%

Shares17.5K

Event2026-03-31

Filed2026-04-17

VERISK ANALYTICS INC COM

28.88%

Shares16.0K

Event2026-03-31

Filed2026-04-17

BEN

FRANKLIN RES INC

20.63%

Shares126.8K

Event2026-03-31

Filed2026-04-17

MEDTRONIC PLC

-20.18%

Shares33.5K

Event2026-03-31

Filed2026-04-17

ZOETIS INC

-8.22%

Shares24.0K

Event2026-03-31

Filed2026-04-17

EEM

ISHARES TRUST MSCI EMG MKTS ET

-0.03%

Shares49.5K

Event2026-03-31

Filed2026-04-17

EXELON CORP COM NPV

11.09%

Shares57.2K

Event2026-03-31

Filed2026-04-17

RSG

REPUBLIC SERVICES INC

3.88%

Shares12.7K

Event2026-03-31

Filed2026-04-17

PFE

PFIZER INC

-20.10%

Shares94.3K

Event2026-03-31

Filed2026-04-17

ELV

ELEVANCE HEALTH INC COM

-46.48%

Shares8.9K

Event2026-03-31

Filed2026-04-17

IWN

ISHARES RUSSELL 2000 VALUE ETF

-7.63%

Shares13.6K

Event2026-03-31

Filed2026-04-17

APD

AIR PRODUCTS AND CHEMICALS INC

-26.41%

Shares8.7K

Event2026-03-31

Filed2026-04-17

DHR

DANAHER CORPORATION COM

-19.45%

Shares13.4K

Event2026-03-31

Filed2026-04-17

UAL

United Airlines Holdings Inc

25.40%

Shares27.5K

Event2026-03-31

Filed2026-04-17

QUEST DIAGNOSTICS INC COM USD0

-25.82%

Shares12.9K

Event2026-03-31

Filed2026-04-17

BAC

BANK AMERICA CORP COM

-11.42%

Shares51.7K

Event2026-03-31

Filed2026-04-17

IJH

ISHARES CORE S&P MID-CAP ETF

-12.90%

Shares37.2K

Event2026-03-31

Filed2026-04-17

AT&T INC COM USD1

2.49%

Shares86.5K

Event2026-03-31

Filed2026-04-17

SPDR SER TR S&P PHARMAC

5.10%

Shares45.7K

Event2026-03-31

Filed2026-04-17

Rtx Corporation Com

-6.39%

Shares12.8K

Event2026-03-31

Filed2026-04-17

SYK

STRYKER CORPORATION COM

-17.54%

Shares7.4K

Event2026-03-31

Filed2026-04-17

Amcor PLC $

New

Shares59.0K

Event2026-03-31

Filed2026-04-17

IWR

iShares Russell Mid-Cap ETF

-3.84%

Shares23.0K

Event2026-03-31

Filed2026-04-17

VANGUARD SMALL-CAP INDEX FUND

-17.55%

Shares8.3K

Event2026-03-31

Filed2026-04-17

UHS

UNIVERSAL HLTH SVCS CLASS B

13.13%

Shares11.8K

Event2026-03-31

Filed2026-04-17

VSS

VANGUARD INTL EQUITY INDEX FDS

-4.78%

Shares14.4K

Event2026-03-31

Filed2026-04-17

BANK OF NEW YORK MELLON CORP C

-1.07%

Shares17.0K

Event2026-03-31

Filed2026-04-17

ADP

AUTOMATIC DATA PROCESSING INC

-19.09%

Shares9.9K

Event2026-03-31

Filed2026-04-17

URI

UNITED RENTALS INC

-0.33%

Shares2.8K

Event2026-03-31

Filed2026-04-17

CAT

CATERPILLAR INC COM

-15.07%

Shares2.8K

Event2026-03-31

Filed2026-04-17

NETEASE INC ADS EACH REPR 25 C

-12.46%

Shares17.4K

Event2026-03-31

Filed2026-04-17

ROYAL CARIBBEAN GROUP COM USD0

-46.57%

Shares6.8K

Event2026-03-31

Filed2026-04-17

CENTENE CORP

32.47%

Shares56.2K

Event2026-03-31

Filed2026-04-17

MCHP

MICROCHIP TECHNOLOGY INC. COM

-27.54%

Shares27.9K

Event2026-03-31

Filed2026-04-17

UNITEDHEALTH GROUP INC

-51.14%

Shares6.6K

Event2026-03-31

Filed2026-04-17

COMCAST CORP

-14.10%

Shares62.0K

Event2026-03-31

Filed2026-04-17

AVUV

Avantis U.S. Small Cap Value

6.68%

Shares16.0K

Event2026-03-31

Filed2026-04-17

VERIZON COMMUNICATIONS INC

-5.07%

Shares35.0K

Event2026-03-31

Filed2026-04-17

AMERIPRISE FINANCIAL INC COM U

-0.78%

Shares3.9K

Event2026-03-31

Filed2026-04-17

AMGN

AMGEN INC

-40.36%

Shares5.0K

Event2026-03-31

Filed2026-04-17

SHV

iShares Short Treasury Bond

-15.41%

Shares15.4K

Event2026-03-31

Filed2026-04-17

SCHW

SCHWAB CHARLES CORP COM

-23.77%

Shares18.0K

Event2026-03-31

Filed2026-04-17

AMD

ADVANCED MICRO DEVICES INC

-8.07%

Shares8.3K

Event2026-03-31

Filed2026-04-17

CAG

CONAGRA BRANDS INC

New

Shares107.1K

Event2026-03-31

Filed2026-04-17

Applovin Corp

775.83%

Shares4.2K

Event2026-03-31

Filed2026-04-17

SELECT SECTOR SPDR TRUST TECHN

-23.91%

Shares12.6K

Event2026-03-31

Filed2026-04-17

DVY

ISHARES SELECT DIVIDEND ETF

-7.25%

Shares10.9K

Event2026-03-31

Filed2026-04-17

PRIMERICA INC COM USD0.01

-24.97%

Shares6.5K

Event2026-03-31

Filed2026-04-17

PANW

PALO ALTO NETWORKS INC COM USD

-1.79%

Shares10.0K

Event2026-03-31

Filed2026-04-17

MCKESSON CORP

-1.62%

Shares1.8K

Event2026-03-31

Filed2026-04-17

SPDR Bloomberg Barclays 1-3 Mo

-0.41%

Shares16.4K

Event2026-03-31

Filed2026-04-17

EOG RESOURCES INC

-30.68%

Shares10.2K

Event2026-03-31

Filed2026-04-17

SPDR S&P Dividend ETF

-1.26%

Shares10.0K

Event2026-03-31

Filed2026-04-17

BRK.A

Berkshire Hathaway Inc

0.00%

Shares2

Event2026-03-31

Filed2026-04-17

THE CIGNA GROUP COM

-17.42%

Shares5.4K

Event2026-03-31

Filed2026-04-17

AXP

AMERICAN EXPRESS CO COM USD0.2

-11.24%

Shares4.7K

Event2026-03-31

Filed2026-04-17

CITIGROUP INC

-2.28%

Shares12.3K

Event2026-03-31

Filed2026-04-17

TDY

TELEDYNE TECHNOLOGIE

-11.88%

Shares2.2K

Event2026-03-31

Filed2026-04-17

SLB

SLB LIMITED

-26.25%

Shares25.3K

Event2026-03-31

Filed2026-04-17

MARATHON PETROLEUM CORP COM US

-4.58%

Shares5.3K

Event2026-03-31

Filed2026-04-17

SEAGATE TECHNOLOGY HLDGS PUB L

-1.82%

Shares3.3K

Event2026-03-31

Filed2026-04-17

DEERE & CO

-5.01%

Shares2.3K

Event2026-03-31

Filed2026-04-17

FLEXSHARES TRUST MORNINGSTAR G

-10.00%

Shares23.2K

Event2026-03-31

Filed2026-04-17

PHILIP MORRIS INTERNATIONAL IN

-8.48%

Shares7.7K

Event2026-03-31

Filed2026-04-17

Arista Networks Inc

-13.89%

Shares10.4K

Event2026-03-31

Filed2026-04-17

COMM SERVICES SELECT SECTOR

-4.94%

Shares11.5K

Event2026-03-31

Filed2026-04-17

VERTEX PHARMACEUTICALS INC

-7.09%

Shares2.8K

Event2026-03-31

Filed2026-04-17

TMO

THERMO FISHER SCIENTIFIC INC

-13.15%

Shares2.6K

Event2026-03-31

Filed2026-04-17

SBUX

STARBUCKS CORP COM USD0.001

-27.18%

Shares13.9K

Event2026-03-31

Filed2026-04-17

CDNS

CADENCE DESIGN SYSTEMS INC COM

-0.81%

Shares4.3K

Event2026-03-31

Filed2026-04-17

LMT

LOCKHEED MARTIN CORP COM USD1.

-5.85%

Shares2.0K

Event2026-03-31

Filed2026-04-17

GE AEROSPACE COM NEW

-0.98%

Shares4.1K

Event2026-03-31

Filed2026-04-17

SPDR S&P MIDCAP 400 ETF

-3.36%

Shares1.9K

Event2026-03-31

Filed2026-04-17

LYONDELLBASELL INDUSTRIES N V

55.89%

Shares14.2K

Event2026-03-31

Filed2026-04-17

ITOT

iShares Core S&P Total U.S. St

-74.71%

Shares8.0K

Event2026-03-31

Filed2026-04-17

CHUBB LIMITED COM NPV

-5.20%

Shares3.4K

Event2026-03-31

Filed2026-04-17

MAS

MASCO CORP COM USD1.00

-32.14%

Shares18.5K

Event2026-03-31

Filed2026-04-17

PFF

ISHARES TR PFD AND INCM SEC

-17.56%

Shares35.6K

Event2026-03-31

Filed2026-04-17

MICRON TECHNOLOGY INC

-7.23%

Shares3.2K

Event2026-03-31

Filed2026-04-17

PGR

PROGRESSIVE CORP COM

-0.66%

Shares5.4K

Event2026-03-31

Filed2026-04-17

SCHB

Schwab U.S. Broad Market ETF

-15.05%

Shares42.3K

Event2026-03-31

Filed2026-04-17

INTC

INTEL CORP COM USD0.001

-1.29%

Shares23.9K

Event2026-03-31

Filed2026-04-17

TE Connectivity PLC

-22.93%

Shares5.0K

Event2026-03-31

Filed2026-04-17

OKE

ONEOK INC COM USD0.01

10.00%

Shares11.4K

Event2026-03-31

Filed2026-04-17

SPDR PORTFOLIO S&P 500 VALUE E

-64.53%

Shares17.9K

Event2026-03-31

Filed2026-04-17

Ishares Bitcoin Trust Etf

22.72%

Shares26.3K

Event2026-03-31

Filed2026-04-17

DIS

DISNEY WALT CO COM

-1.81%

Shares10.5K

Event2026-03-31

Filed2026-04-17

AJG

ARTHUR J. GALLAGHER & CO.

-12.09%

Shares4.6K

Event2026-03-31

Filed2026-04-17

CSX

CSX CORP COM USD1

-1.48%

Shares24.5K

Event2026-03-31

Filed2026-04-17

QCOM

QUALCOMM INC

-3.22%

Shares7.7K

Event2026-03-31

Filed2026-04-17

ADOBE SYSTEMS INCORPORATED COM

-35.63%

Shares4.0K

Event2026-03-31

Filed2026-04-17

EQUINIX INC

-17.24%

Shares994

Event2026-03-31

Filed2026-04-17

SOUTHERN CO

1.40%

Shares9.7K

Event2026-03-31

Filed2026-04-17

GE Vernova Inc

-0.74%

Shares1.1K

Event2026-03-31

Filed2026-04-17

JPMorgan U.S. Value Factor ETF

-9.14%

Shares19.1K

Event2026-03-31

Filed2026-04-17

VUG

VANGUARD GROWTH ETF

-0.05%

Shares2.1K

Event2026-03-31

Filed2026-04-17

JPMorgan U.S. Quality Factor E

-0.86%

Shares15.1K

Event2026-03-31

Filed2026-04-17

FTEC

Fidelity MSCI Information Tech

-17.98%

Shares4.4K

Event2026-03-31

Filed2026-04-17

UPS

UNITED PARCEL SERVICE INC CL B

34.21%

Shares9.2K

Event2026-03-31

Filed2026-04-17

CVS

CVS HEALTH CORPORATION COM

-9.20%

Shares12.6K

Event2026-03-31

Filed2026-04-17

MDLZ

MONDELEZ INTL INC COM NPV

-40.69%

Shares15.6K

Event2026-03-31

Filed2026-04-17

VANGUARD INFORMATION TECH E

121.45%

Shares1.3K

Event2026-03-31

Filed2026-04-17

LOW

LOWES COMPANIES INC COM USD0.5

-4.02%

Shares3.6K

Event2026-03-31

Filed2026-04-17

MLM

MARTIN MARIETTA MATERIALS INC

-3.96%

Shares1.4K

Event2026-03-31

Filed2026-04-17

SALESFORCE INC COM

-20.28%

Shares4.4K

Event2026-03-31

Filed2026-04-17

IGF

iShares S&P Global Infrastruct

-10.45%

Shares12.1K

Event2026-03-31

Filed2026-04-17

BLACKSTONE INC

-2.51%

Shares7.0K

Event2026-03-31

Filed2026-04-17

IWO

iShares Russell 2000 Growth ET

-22.11%

Shares2.5K

Event2026-03-31

Filed2026-04-17

3M CO

13.74%

Shares5.4K

Event2026-03-31

Filed2026-04-17

CONSTELLATION ENERGY CORP COM

-1.02%

Shares2.8K

Event2026-03-31

Filed2026-04-17

EMN

EASTMAN CHEM CO COM

-79.45%

Shares10.2K

Event2026-03-31

Filed2026-04-17

AES CORP

-2.64%

Shares54.2K

Event2026-03-31

Filed2026-04-17

NISOURCE INC 00500

-29.29%

Shares15.8K

Event2026-03-31

Filed2026-04-17

COLGATE-PALMOLIVE CO COM USD1.

-0.28%

Shares8.6K

Event2026-03-31

Filed2026-04-17

BP PLC SPONSORED ADR

-1.94%

Shares15.6K

Event2026-03-31

Filed2026-04-17

DAL

DELTA AIR LINES INC

-36.41%

Shares11.0K

Event2026-03-31

Filed2026-04-17

BND

VANGUARD BD INDEX FDS TOTAL BN

-19.37%

Shares9.9K

Event2026-03-31

Filed2026-04-17

CDW CORP COM USD0.01

-42.36%

Shares6.0K

Event2026-03-31

Filed2026-04-17

TYL

TYLER TECHNOLOGIES INC

-13.73%

Shares2.1K

Event2026-03-31

Filed2026-04-17

iShares Gold Trust

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-17

SCHD

Schwab US Dividend Equity ETF

-36.58%

Shares23.3K

Event2026-03-31

Filed2026-04-17

AGILENT TECHNOLOGIES INC COM U

-46.87%

Shares6.2K

Event2026-03-31

Filed2026-04-17

CAPITAL ONE FINANCIAL CORP COM

-12.99%

Shares3.9K

Event2026-03-31

Filed2026-04-17

WFC

WELLS FARGO CO NEW COM

-14.90%

Shares8.8K

Event2026-03-31

Filed2026-04-17

REALTY INCOME CORP COM

3.51%

Shares11.3K

Event2026-03-31

Filed2026-04-17

TSM

TAIWAN SEMICONDUCTOR MANUFACTU

-1.26%

Shares2.0K

Event2026-03-31

Filed2026-04-17

IQVIA HLDGS INC COM

-20.40%

Shares4.0K

Event2026-03-31

Filed2026-04-17

ELECTRONIC ARTS INC

-34.18%

Shares3.4K

Event2026-03-31

Filed2026-04-17

JOHNSON CONTROLS INTERNATIONAL

-3.41%

Shares5.2K

Event2026-03-31

Filed2026-04-17

ISHARES TRUST GLOBAL REIT ETF

-28.94%

Shares27.1K

Event2026-03-31

Filed2026-04-17

DOW

DOW INC COM

0.08%

Shares16.2K

Event2026-03-31

Filed2026-04-17

EBAY

EBAY INC. COM

-4.62%

Shares7.3K

Event2026-03-31

Filed2026-04-17

CMI

CUMMINS INC

-0.56%

Shares1.2K

Event2026-03-31

Filed2026-04-17

LINDE PLC COM

-33.18%

Shares1.3K

Event2026-03-31

Filed2026-04-17

MORGAN STANLEY COM USD0.01

-6.36%

Shares4.0K

Event2026-03-31

Filed2026-04-17

YUM

YUM! BRANDS INC

4.42%

Shares4.2K

Event2026-03-31

Filed2026-04-17

AEP

AMERICAN ELEC PWR CO INC COM

-62.69%

Shares4.9K

Event2026-03-31

Filed2026-04-17

TXN

TEXAS INSTRUMENTS INC COM USD1

-0.21%

Shares3.3K

Event2026-03-31

Filed2026-04-17

GE HEALTHCARE TECHNOLOGIES INC

13.77%

Shares9.0K

Event2026-03-31

Filed2026-04-17

ACUITY INC

-0.91%

Shares2.3K

Event2026-03-31

Filed2026-04-17

BBY

BEST BUY CO INC COM USD0.10

-30.98%

Shares9.9K

Event2026-03-31

Filed2026-04-17

ECL

ECOLAB INC

-10.25%

Shares2.3K

Event2026-03-31

Filed2026-04-17

HCA HEALTHCARE INC COM

-11.54%

Shares1.3K

Event2026-03-31

Filed2026-04-17

ARES MANAGEMENT CORPORATION CL

-55.54%

Shares5.6K

Event2026-03-31

Filed2026-04-17

VANGUARD MID-CAP INDEX FUND

-1.54%

Shares2.1K

Event2026-03-31

Filed2026-04-17

PRU

PRUDENTIAL FINANCIAL INC

-2.07%

Shares6.1K

Event2026-03-31

Filed2026-04-17

SCHG

SCHWAB US LARGE CAP GROWTH ETF

0.01%

Shares20.3K

Event2026-03-31

Filed2026-04-17

PNC

PNC FINANCIAL SERVICES GROUP C

-12.10%

Shares2.8K

Event2026-03-31

Filed2026-04-17

iShares Treasury Floating Rate

-24.90%

Shares11.4K

Event2026-03-31

Filed2026-04-17

OREILLY AUTOMOTIVE INC COM

-64.25%

Shares6.2K

Event2026-03-31

Filed2026-04-17

MONSTER BEVERAGE CORP NEW COM

-19.98%

Shares7.9K

Event2026-03-31

Filed2026-04-17

TRANE TECHNOLOGIES PLC COM USD

-0.22%

Shares1.4K

Event2026-03-31

Filed2026-04-17

NEM

NEWMONT CORP COM ISIN #US65163

-8.09%

Shares5.3K

Event2026-03-31

Filed2026-04-17

KLAC

KLA CORP COM NEW

-5.17%

Shares385

Event2026-03-31

Filed2026-04-17

SPDR EURO STOXX 50 ETF

34.77%

Shares9.0K

Event2026-03-31

Filed2026-04-17

AstraZeneca PLC

New

Shares2.8K

Event2026-03-31

Filed2026-04-17

HIG

Hartford Insurance Group Inc C

-1.96%

Shares4.0K

Event2026-03-31

Filed2026-04-17

INTU

INTUIT INC

-49.98%

Shares1.3K

Event2026-03-31

Filed2026-04-17

POOL CORP COM

-33.71%

Shares2.7K

Event2026-03-31

Filed2026-04-17

FITB

FIFTH THIRD BANCORP

-2.25%

Shares11.2K

Event2026-03-31

Filed2026-04-17

iShares Core MSCI Internationa

New

Shares6.1K

Event2026-03-31

Filed2026-04-17

TRUIST FINL CORP COM

-12.88%

Shares11.1K

Event2026-03-31

Filed2026-04-17

PAYX

PAYCHEX INC COM USD0.01

2.78%

Shares5.4K

Event2026-03-31

Filed2026-04-17

NOVARTIS AG

-6.28%

Shares3.2K

Event2026-03-31

Filed2026-04-17

AMERICAN TOWER CORP NEW

-0.57%

Shares2.8K

Event2026-03-31

Filed2026-04-17

PSX

PHILLIPS 66 COM

4.10%

Shares2.6K

Event2026-03-31

Filed2026-04-17

TRADEWEB MKTS INC CL A

-21.56%

Shares4.0K

Event2026-03-31

Filed2026-04-17

ITW

ILLINOIS TOOL WORKS INC COM US

-6.28%

Shares1.8K

Event2026-03-31

Filed2026-04-17

CTAS

CINTAS CORP

-6.51%

Shares2.7K

Event2026-03-31

Filed2026-04-17

VANECK J P MORGAN EM LCL CRY B

-23.95%

Shares17.6K

Event2026-03-31

Filed2026-04-17

ASML HOLDING NV EUR0.09 NY REG

1.53%

Shares332

Event2026-03-31

Filed2026-04-17

AFL

AFLAC INC COM USD0.10

-3.06%

Shares4.0K

Event2026-03-31

Filed2026-04-17

WMB

WILLIAMS COS INC COM

-1.03%

Shares6.0K

Event2026-03-31

Filed2026-04-17

SHEL

SHELL PLC SPON ADS EA REP 2 OR

5.59%

Shares4.6K

Event2026-03-31

Filed2026-04-17

DLR

DIGITAL REALTY TRUST INC

-0.80%

Shares2.3K

Event2026-03-31

Filed2026-04-17

UBER TECHNOLOGIES INC COM

-6.17%

Shares5.8K

Event2026-03-31

Filed2026-04-17

TLH

iShares 10-20 Year Treasury Bo

-61.78%

Shares4.1K

Event2026-03-31

Filed2026-04-17

KEYSIGHT TECHNOLOGIES INC COM

-18.57%

Shares1.4K

Event2026-03-31

Filed2026-04-17

VNQ

VANGUARD REAL ESTATE ETF

-23.06%

Shares4.4K

Event2026-03-31

Filed2026-04-17

DELL TECHNOLOGIES INC CL C

-2.26%

Shares2.4K

Event2026-03-31

Filed2026-04-17

STATE STREET SPDR DOW JONES IN

0.00%

Shares840

Event2026-03-31

Filed2026-04-17

ROK

ROCKWELL AUTOMATION INC COM US

-7.83%

Shares1.1K

Event2026-03-31

Filed2026-04-17

SKYWORKS SOLUTIONS

-3.93%

Shares7.2K

Event2026-03-31

Filed2026-04-17

BOEING CO COM USD5.00

-4.65%

Shares1.9K

Event2026-03-31

Filed2026-04-17

NXP Semiconductors NV

35.26%

Shares1.9K

Event2026-03-31

Filed2026-04-17

NKE

NIKE INC CLASS B COM NPV

-37.75%

Shares7.2K

Event2026-03-31

Filed2026-04-17

SPG

SIMON PROPERTY GROUP INC

-5.28%

Shares2.0K

Event2026-03-31

Filed2026-04-17

GENERAL MTRS CO COM

-50.85%

Shares5.1K

Event2026-03-31

Filed2026-04-17

NOC

NORTHROP GRUMMAN CORP COM USD1

1.10%

Shares551

Event2026-03-31

Filed2026-04-17

IWD

iShares Russell 1000 Value ETF

-23.87%

Shares1.8K

Event2026-03-31

Filed2026-04-17

SPDR Gold MiniShares Trust

New

Shares4.0K

Event2026-03-31

Filed2026-04-17

VTV

VANGUARD INDEX FUNDS - VANGUAR

-33.45%

Shares1.9K

Event2026-03-31

Filed2026-04-17

DSI

iShares MSCI KLD 400 Social ET

-27.01%

Shares3.0K

Event2026-03-31

Filed2026-04-17

FEDEX CORP COM USD0.10

-2.29%

Shares1.0K

Event2026-03-31

Filed2026-04-17

GLW

CORNING INC

-13.93%

Shares2.7K

Event2026-03-31

Filed2026-04-17

GARTNER INC COM USD0.0005

1.15%

Shares2.3K

Event2026-03-31

Filed2026-04-17

PROSHARES TRUST BROOKFIELD GLO

-9.57%

Shares6.0K

Event2026-03-31

Filed2026-04-17

STT

STATE STREET CORP

-16.06%

Shares2.9K

Event2026-03-31

Filed2026-04-17

UNUM GROUP

1.54%

Shares4.9K

Event2026-03-31

Filed2026-04-17

Corpay Inc

-30.61%

Shares1.2K

Event2026-03-31

Filed2026-04-17

IEF

ISHARES TRUST 7-10 YEAR TREASU

New

Shares3.7K

Event2026-03-31

Filed2026-04-17

Solstice Advanced Materials In

-22.96%

Shares4.6K

Event2026-03-31

Filed2026-04-17

PARKER-HANNIFIN CORP COM

-15.91%

Shares391

Event2026-03-31

Filed2026-04-17

HEALTH CARE SELECT SPDR

-1.24%

Shares2.4K

Event2026-03-31

Filed2026-04-17

iShares Ultra Short-Term Bond

-50.90%

Shares6.8K

Event2026-03-31

Filed2026-04-17

WELLTOWER INC COM

-7.41%

Shares1.7K

Event2026-03-31

Filed2026-04-17

MSI

MOTOROLA SOLUTIONS INC

-1.65%

Shares775

Event2026-03-31

Filed2026-04-17

NSC

NORFOLK SOUTHN CORP COM

-3.30%

Shares1.1K

Event2026-03-31

Filed2026-04-17

EMCOR GROUP INC

11.84%

Shares444

Event2026-03-31

Filed2026-04-17

TRAVELERS COMPANIES INC COM ST

-12.17%

Shares1.1K

Event2026-03-31

Filed2026-04-17

S&P GLOBAL INC COM

-10.76%

Shares738

Event2026-03-31

Filed2026-04-17

EDWARDS LIFESCIENCES CORP

-0.26%

Shares3.9K

Event2026-03-31

Filed2026-04-17

CFG

CITIZENS FINL GROUP INC COM

-0.02%

Shares5.1K

Event2026-03-31

Filed2026-04-17

EMR

EMERSON ELECTRIC CO

-5.46%

Shares2.3K

Event2026-03-31

Filed2026-04-17

VBR

VANGUARD SMALL CAP VALUE ETF

-7.33%

Shares1.4K

Event2026-03-31

Filed2026-04-17

HII

HUNTINGTON INGALLS INDUSTRIES

-21.72%

Shares793

Event2026-03-31

Filed2026-04-17

NRG

NRG ENERGY INC

-1.26%

Shares2.0K

Event2026-03-31

Filed2026-04-17

TMUS

T-MOBILE US INC COM

-2.54%

Shares1.4K

Event2026-03-31

Filed2026-04-17

IRON MTN INC DEL COM

1.33%

Shares2.8K

Event2026-03-31

Filed2026-04-17

HYG

ISHARES TR IBOXX HI YD ETF

-12.09%

Shares3.6K

Event2026-03-31

Filed2026-04-17

HP INC COM

11.94%

Shares14.6K

Event2026-03-31

Filed2026-04-17

WBD

WARNER BROS DISCOVERY INC COM

New

Shares10.2K

Event2026-03-31

Filed2026-04-17

FORD MTR CO DEL COM

3.10%

Shares24.3K

Event2026-03-31

Filed2026-04-17

ZIMMER BIOMET HOLDINGS INC COM

-1.79%

Shares3.1K

Event2026-03-31

Filed2026-04-17

FHLC

Fidelity MSCI Health Care Inde

0.08%

Shares3.9K

Event2026-03-31

Filed2026-04-17

BSV

Vanguard Short-Term Bond Index

-19.34%

Shares3.5K

Event2026-03-31

Filed2026-04-17

Vanguard Russell 1000 Growth E

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-17

J P MORGAN EXCHANGE ETF ULTRA

-54.88%

Shares5.4K

Event2026-03-31

Filed2026-04-17

GENERAL DYNAMICS CORP

-4.14%

Shares787

Event2026-03-31

Filed2026-04-17

ROST

ROSS STORES INC

0.08%

Shares1.2K

Event2026-03-31

Filed2026-04-17

EXPEDIA GROUP INC

5.05%

Shares1.2K

Event2026-03-31

Filed2026-04-17

FNCL

Fidelity MSCI Financials Index

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-17

CMG

CHIPOTLE MEXICAN GRILL INC

-80.61%

Shares8.2K

Event2026-03-31

Filed2026-04-17

CH ROBINSON WORLDWIDE INC COM

New

Shares1.6K

Event2026-03-31

Filed2026-04-17

FIDU

Fidelity MSCI Industrials Inde

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-17

PEG

PUBLIC SVC ENTERPRISE GRP INC

-0.48%

Shares3.1K

Event2026-03-31

Filed2026-04-17

SERVICENOW INC COM USD0.001

-7.33%

Shares2.3K

Event2026-03-31

Filed2026-04-17

UTILITIES SELECT SECTOR SPDR F

-17.85%

Shares5.3K

Event2026-03-31

Filed2026-04-17

VANGUARD SHORT-TERM CORPOR

7.35%

Shares3.0K

Event2026-03-31

Filed2026-04-17

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-17

CORTEVA INC COM

New

Shares2.8K

Event2026-03-31

Filed2026-04-17

FREEPORT-MCMORAN INC COM USD0.

New

Shares4.0K

Event2026-03-31

Filed2026-04-17

DOMINION ENERGY INC COM

3.18%

Shares3.8K

Event2026-03-31

Filed2026-04-17

ISHARES MSCI UNITED KINGDOME E

10.24%

Shares5.1K

Event2026-03-31

Filed2026-04-17

SYY

SYSCO CORP

-14.71%

Shares3.2K

Event2026-03-31

Filed2026-04-17

QUANTA SERVICES COM USD0.00001

New

Shares419

Event2026-03-31

Filed2026-04-17

WORKDAY INC COM USD0.001 CL A

-51.28%

Shares1.8K

Event2026-03-31

Filed2026-04-17

FCOM

Fidelity MSCI Communication Se

0.06%

Shares3.3K

Event2026-03-31

Filed2026-04-17

IWV

ISHARES RUSSELL 3000 INDEX FUN

0.00%

Shares615

Event2026-03-31

Filed2026-04-17

Profesionally Managed Portfoli

-63.79%

Shares4.3K

Event2026-03-31

Filed2026-04-17

FLEX LTD COM USD0.01

-3.36%

Shares3.5K

Event2026-03-31

Filed2026-04-17

VXUS

Vanguard Total International S

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-17

HEALTHPEAK PROPERTIES INC COM

-5.08%

Shares13.8K

Event2026-03-31

Filed2026-04-17

HSBC

HSBC HLDGS PLC SPON

2.92%

Shares2.7K

Event2026-03-31

Filed2026-04-17

ACWI

ISHARES MSCI ACWI ETF

-9.63%

Shares1.6K

Event2026-03-31

Filed2026-04-17

SELECT SECTOR SPDR TR ENERGY

New

Shares3.6K

Event2026-03-31

Filed2026-04-17

VEU

VANGUARD INTL EQUITY INDEX FDS

-30.54%

Shares3.0K

Event2026-03-31

Filed2026-04-17

MCO

MOODYS CORP COM USD0.01

-52.66%

Shares507

Event2026-03-31

Filed2026-04-17

BSX

BOSTON SCIENTIFIC CORP

-19.04%

Shares3.5K

Event2026-03-31

Filed2026-04-17

CPRT

COPART INC COM USD0.0001

-12.63%

Shares6.6K

Event2026-03-31

Filed2026-04-17

WEC ENERGY GROUP INC COM

-10.18%

Shares1.9K

Event2026-03-31

Filed2026-04-17

CROWDSTRIKE HLDGS INC CL A

-5.83%

Shares549

Event2026-03-31

Filed2026-04-17

AEE

AMEREN CORP COM USD0.01

-16.13%

Shares1.9K

Event2026-03-31

Filed2026-04-17

PENTAIR PLC SHS

New

Shares2.4K

Event2026-03-31

Filed2026-04-17

VXF

VANGUARD EXTENDED MARKET ETF

-27.91%

Shares1.0K

Event2026-03-31

Filed2026-04-17

HWM

HOWMET AEROSPACE INC COM

-8.17%

Shares922

Event2026-03-31

Filed2026-04-17

MAR

MARRIOTT INTERNATIONAL INC

-2.28%

Shares642

Event2026-03-31

Filed2026-04-17

SCHP

Schwab U.S. TIPs ETF

-22.27%

Shares7.7K

Event2026-03-31

Filed2026-04-17

VIATRIS INC COM

16.81%

Shares15.2K

Event2026-03-31

Filed2026-04-17

Technipfmc PLC

New

Shares3.0K

Event2026-03-31

Filed2026-04-17

USB

US BANCORP

New

Shares3.9K

Event2026-03-31

Filed2026-04-17

WDC

WESTERN DIGITAL CORP. COM

New

Shares742

Event2026-03-31

Filed2026-04-17

TPR

TAPESTRY INC COM

New

Shares1.4K

Event2026-03-31

Filed2026-04-17

BANCO SANTANDER, S.A. SPON ADR

-1.73%

Shares13.9K

Event2026-03-31

Filed2026-04-17

Coursera Inc

New

Shares23.4K

Event2026-03-31

Filed2026-04-17

UDMY

Udemy Inc

New

Shares19.5K

Event2026-03-31

Filed2026-04-17

MIZUHO FINANCIAL GROUP SPON AD

-3.43%

Shares10.2K

Event2026-03-31

Filed2026-04-17

LYG

LLOYDS BANKING GROUP PLC SPONS

-1.01%

Shares13.2K

Event2026-03-31

Filed2026-04-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available