Sponsored

The Analysis of TBH Global Asset Management, LLC's Holdings & P&L

Currently, TBH Global Asset Management, LLC holds 245 types of securities in its portfolio with a total value $496.5M. In the most recent quarter, they have increased their positions in IVV (+38.1K shares, valued at $25.0M), N/A (+37.3K shares, valued at $10.7M), VYM (+70.4K shares, valued at $10.4M); decreased their positions in N/A (-66.0K shares, valued at $19.0M), IJT (-114.2K shares, valued at $16.5M), JMUB (-325.1K shares, valued at $16.3M); initiated new positions in IVV (+38.1K shares, valued at $25.0M), N/A (+37.3K shares, valued at $10.7M), VYM (+70.4K shares, valued at $10.4M).

1M P&L

+12.9M+2.82%

3M P&L

+8.9M+1.92%

HY P&L

+27.9M+6.31%

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/A219.7M

50.3%

2Consumer Electronics53.3M

12.2%

3Software - Infrastructure14.4M

3.3%

Top Industries by Stock Count

1N/A107 stocks

47.8%

2Semiconductors7 stocks

3.1%

3Software - Infrastructure6 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC209.9K shares-13.75%2026-03-312026-04-23

IVV ISHARES TR38.1K sharesnew addition2026-03-312026-04-23

DGRO ISHARES TR212.3K shares-4.72%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL29.0K shares-25.08%2026-03-312026-04-23

ALPHABET INC ALPHABET INC47.7K shares-58.06%2026-03-312026-04-23

ALPHABET INC ALPHABET INC37.3K sharesnew addition2026-03-312026-04-23

VYM VANGUARD WHITEHALL FDS70.4K sharesnew addition2026-03-312026-04-23

AMZN AMAZON COM INC46.2K shares-24.60%2026-03-312026-04-23

Sponsored

MA MASTERCARD INCORPORATED18.2K shares-8.79%2026-03-312026-04-23

VTV VANGUARD INDEX FDS42.5K sharesnew addition2026-03-312026-04-23

XOM EXXON MOBIL CORP49.0K shares-3.84%2026-03-312026-04-23

MSFT MICROSOFT CORP22.2K shares-23.87%2026-03-312026-04-23

META META PLATFORMS INC12.5K shares-26.34%2026-03-312026-04-23

IJR ISHARES TR55.0K sharesnew addition2026-03-312026-04-23

AGG ISHARES TR63.9K shares-19.00%2026-03-312026-04-23

WMT WALMART INC43.1K shares-4.95%2026-03-312026-04-23

Sponsored

EVMO MORGAN STANLEY ETF TRUST106.5K shares1.46%2026-03-312026-04-23

GDX VANECK ETF TRUST54.3K sharesnew addition2026-03-312026-04-23

JEPI J P MORGAN EXCHANGE TRADED F87.0K sharesnew addition2026-03-312026-04-23

IXUS ISHARES TR56.5K sharesnew addition2026-03-312026-04-23

VTEB VANGUARD MUN BD FDS96.0K shares4.62%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION4.7K shares-13.08%2026-03-312026-04-23

JBND J P MORGAN EXCHANGE TRADED F84.6K shares0.37%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR7.8K shares-17.76%2026-03-312026-04-23

Sponsored

JPM JPMORGAN CHASE & CO15.2K shares-0.71%2026-03-312026-04-23

JCPB J P MORGAN EXCHANGE TRADED F92.4K shares105.65%2026-03-312026-04-23

DIVO AMPLIFY ETF TR95.4K shares-41.38%2026-03-312026-04-23

JPIE J P MORGAN EXCHANGE TRADED F86.0K sharesnew addition2026-03-312026-04-23

JNJ JOHNSON & JOHNSON15.7K shares-3.67%2026-03-312026-04-23

JGRO J P MORGAN EXCHANGE TRADED F43.2K sharesnew addition2026-03-312026-04-23

NVDA NVIDIA CORPORATION20.7K shares-18.66%2026-03-312026-04-23

VIG VANGUARD SPECIALIZED FUNDS16.2K shares1.90%2026-03-312026-04-23

Sponsored

FTEC FIDELITY COVINGTON TRUST16.6K shares-23.15%2026-03-312026-04-23

SHV ISHARES TR30.3K shares-11.46%2026-03-312026-04-23

FELC FIDELITY COVINGTON TRUST89.3K sharesnew addition2026-03-312026-04-23

HCA HCA HEALTHCARE INC6.8K shares-12.23%2026-03-312026-04-23

RDVY FIRST TR EXCHANGE TRADED FD44.9K shares-26.82%2026-03-312026-04-23

SPDW SPDR INDEX SHS FDS66.4K sharesnew addition2026-03-312026-04-23

KO COCA COLA CO39.8K shares-8.63%2026-03-312026-04-23

PSX PHILLIPS 6616.2K shares0.43%2026-03-312026-04-23

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F51.3K sharesnew addition2026-03-312026-04-23

FYEE FIDELITY GREENWOOD STREET TR104.2K shares-52.70%2026-03-312026-04-23

RTX RTX CORPORATION14.6K shares-6.35%2026-03-312026-04-23

ISHARES GOLD TR ISHARES GOLD TR31.4K shares-63.93%2026-03-312026-04-23

V VISA INC9.1K shares-29.54%2026-03-312026-04-23

LMBS FIRST TR EXCHANGE-TRADED FD54.4K shares-13.82%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T4.2K shares-12.59%2026-03-312026-04-23

PWR QUANTA SVCS INC4.9K shares-0.29%2026-03-312026-04-23

Sponsored

GLD SPDR GOLD TR6.2K shares6.93%2026-03-312026-04-23

BINC BLACKROCK ETF TRUST II50.1K shares11.57%2026-03-312026-04-23

IEMG ISHARES INC35.8K shares-33.53%2026-03-312026-04-23

JIRE J P MORGAN EXCHANGE TRADED F32.7K sharesnew addition2026-03-312026-04-23

IDVO AMPLIFY ETF TR58.5K sharesnew addition2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC2.8K shares-11.08%2026-03-312026-04-23

GHC GRAHAM HLDGS CO2.2K shares-3.52%2026-03-312026-04-23

LLY ELI LILLY & CO2.5K shares-7.87%2026-03-312026-04-23

Sponsored

FHN FIRST HORIZON CORPORATION99.7K shares-2.40%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS3.8K shares16.56%2026-03-312026-04-23

BROADCOM INC BROADCOM INC7.1K shares-2.74%2026-03-312026-04-23

COP CONOCOPHILLIPS16.5K shares-35.55%2026-03-312026-04-23

NFLX NETFLIX INC.20.9K shares-37.75%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F39.1K shares-5.84%2026-03-312026-04-23

VPL VANGUARD INTL EQUITY INDEX F20.9K shares-18.63%2026-03-312026-04-23

DIS DISNEY WALT CO20.7K shares-2.94%2026-03-312026-04-23

Sponsored

VTI VANGUARD INDEX FDS6.2K shares-7.15%2026-03-312026-04-23

TSLA TESLA INC5.0K shares-6.34%2026-03-312026-04-23

MUB ISHARES TR17.6K shares-1.26%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC12.1K shares-4.32%2026-03-312026-04-23

VYMI VANGUARD WHITEHALL FDS18.7K shares-79.23%2026-03-312026-04-23

ABBV ABBVIE INC8.0K shares-4.46%2026-03-312026-04-23

IWP ISHARES TR13.4K sharesnew addition2026-03-312026-04-23

IJH ISHARES TR24.5K sharesnew addition2026-03-312026-04-23

Sponsored

DG DOLLAR GEN CORP13.9K shares-1.51%2026-03-312026-04-23

ITOT ISHARES TR11.2K sharesnew addition2026-03-312026-04-23

VIGI VANGUARD WHITEHALL FDS17.8K shares0.74%2026-03-312026-04-23

PG PROCTER & GAMBLE CO10.8K shares-11.24%2026-03-312026-04-23

VCIT VANGUARD SCOTTSDALE FDS18.5K sharesnew addition2026-03-312026-04-23

GSIE GOLDMAN SACHS ETF TR35.2K sharesnew addition2026-03-312026-04-23

FMDE FIDELITY COVINGTON TRUST41.9K shares-26.36%2026-03-312026-04-23

VMI VALMONT INDS INC3.7K shares-1.27%2026-03-312026-04-23

Sponsored

GEV GE VERNOVA INC1.7K shares-8.32%2026-03-312026-04-23

CVX CHEVRON CORPORATION7.2K shares-7.61%2026-03-312026-04-23

FDX FEDEX CORP4.2K shares-9.87%2026-03-312026-04-23

SEIV SEI EXCHANGE TRADED FUNDS34.7K shares3.32%2026-03-312026-04-23

THE CIGNA GROUP THE CIGNA GROUP5.2K shares-54.58%2026-03-312026-04-23

JMUB J P MORGAN EXCHANGE TRADED F27.5K shares-92.19%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS5.7K shares-11.16%2026-03-312026-04-23

QQQM INVESCO EXCH TRADED FD TR II5.7K shares-9.27%2026-03-312026-04-23

Sponsored

VRSK VERISK ANALYTICS INC7.1K shares-12.48%2026-03-312026-04-23

VDC VANGUARD WORLD FD5.9K shares-5.32%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC25.8K shares-10.89%2026-03-312026-04-23

ORCL ORACLE CORP8.4K shares-10.52%2026-03-312026-04-23

TOST TOAST INC46.1K shares-2.19%2026-03-312026-04-23

VUG VANGUARD INDEX FDS2.8K sharesnew addition2026-03-312026-04-23

PANW PALO ALTO NETWORKS INC7.5K shares-57.46%2026-03-312026-04-23

NHI NATIONAL HEALTH INVS INC14.6K shares-15.43%2026-03-312026-04-23

Sponsored

LINDE PLC LINDE PLC2.3K shares-15.55%2026-03-312026-04-23

BLACKSTONE INC BLACKSTONE INC10.1K shares0.48%2026-03-312026-04-23

ZTS ZOETIS INC9.6K shares-13.87%2026-03-312026-04-23

IWF ISHARES TR2.6K sharesnew addition2026-03-312026-04-23

VT VANGUARD INTL EQUITY INDEX F8.1K shares-1.50%2026-03-312026-04-23

STZ CONSTELLATION BRANDS INC7.4K shares-1.62%2026-03-312026-04-23

JEMA J P MORGAN EXCHANGE TRADED F20.8K sharesnew addition2026-03-312026-04-23

TSM TAIWAN SEMICONDUCTOR MANUFAC3.2K shares-3.94%2026-03-312026-04-23

Sponsored

WFC WELLS FARGO & CO13.4K shares-9.03%2026-03-312026-04-23

COLD AMERICOLD REALTY TRUST INC90.4K shares0.00%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC6.2K shares3.99%2026-03-312026-04-23

GPIX GOLDMAN SACHS ETF TR19.1K shares38.70%2026-03-312026-04-23

ADI ANALOG DEVICES INC3.0K shares-2.82%2026-03-312026-04-23

NOC NORTHROP GRUMMAN CORP1.4K shares-4.67%2026-03-312026-04-23

CFA VICTORY PORTFOLIOS II10.3K shares0.00%2026-03-312026-04-23

CME CME GROUP INC3.1K shares-0.72%2026-03-312026-04-23

Sponsored

XLK SELECT SECTOR SPDR TR6.8K sharesnew addition2026-03-312026-04-23

MCHI ISHARES TR16.0K shares-4.43%2026-03-312026-04-23

EPD ENTERPRISE PRODS PARTNERS L23.7K shares0.00%2026-03-312026-04-23

SPG SIMON PPTY GROUP INC NEW4.8K shares-0.35%2026-03-312026-04-23

USMV ISHARES TR9.4K shares-23.05%2026-03-312026-04-23

MMC MARSH & MCLENNAN COS INC4.9K shares11.75%2026-03-312026-04-23

AVDV AMERICAN CENTY ETF TR8.2K sharesnew addition2026-03-312026-04-23

CAT CATERPILLAR INC1.2K shares-18.78%2026-03-312026-04-23

Sponsored

IWV ISHARES TR2.2K sharesnew addition2026-03-312026-04-23

SIVR ABRDN SILVER ETF TRUST11.5K shares0.00%2026-03-312026-04-23

EOS EATON VANCE ENHANCED EQUITY39.5K shares-0.31%2026-03-312026-04-23

MU MICRON TECHNOLOGY INC2.4K shares-10.31%2026-03-312026-04-23

AZO AUTOZONE INC236 shares-0.42%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.1K sharesnew addition2026-03-312026-04-23

WPM WHEATON PRECIOUS METALS CORP5.9K shares0.00%2026-03-312026-04-23

CRWD CROWDSTRIKE HLDGS INC2.0K shares0.35%2026-03-312026-04-23

Sponsored

MCD MCDONALDS CORP2.5K shares-13.69%2026-03-312026-04-23

SNOW SNOWFLAKE INC5.1K shares-4.37%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE2.7K shares-2.17%2026-03-312026-04-23

ACWV ISHARES INC6.4K shares114.48%2026-03-312026-04-23

DFEV DIMENSIONAL ETF TRUST21.2K sharesnew addition2026-03-312026-04-23

SHOP SHOPIFY INC6.4K shares-1.20%2026-03-312026-04-23

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC6.7K shares-0.58%2026-03-312026-04-23

CSX CSX CORP17.8K shares-10.25%2026-03-312026-04-23

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.1K shares-35.87%2026-03-312026-04-23

EWU ISHARES TR15.9K sharesnew addition2026-03-312026-04-23

IRM IRON MTN INC DEL7.1K shares-0.67%2026-03-312026-04-23

QCOM QUALCOMM INC5.5K shares-4.80%2026-03-312026-04-23

T AT&T INC24.5K shares-13.00%2026-03-312026-04-23

IWM ISHARES TR2.8K shares-63.35%2026-03-312026-04-23

GSY INVESCO ACTIVELY MANAGED EXC13.7K shares104.09%2026-03-312026-04-23

WEC ENERGY GROUP INC WEC ENERGY GROUP INC5.8K shares0.22%2026-03-312026-04-23

Sponsored

DE DEERE & CO1.2K shares-0.75%2026-03-312026-04-23

CL COLGATE PALMOLIVE CO7.8K shares-0.75%2026-03-312026-04-23

JPST J P MORGAN EXCHANGE TRADED F13.0K sharesnew addition2026-03-312026-04-23

APH AMPHENOL CORP5.0K sharesnew addition2026-03-312026-04-23

PMBS PIMCO ETF TR12.0K sharesnew addition2026-03-312026-04-23

IMTM ISHARES TR12.1K sharesnew addition2026-03-312026-04-23

SYK STRYKER CORPORATION1.8K shares-0.34%2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.4K shares-2.46%2026-03-312026-04-23

Sponsored

BN BROOKFIELD CORP14.1K shares-4.99%2026-03-312026-04-23

IYW ISHARES TR3.1K shares-96.51%2026-03-312026-04-23

SHYG ISHARES TR13.2K shares60.66%2026-03-312026-04-23

BUD ANHEUSER BUSCH INBEV SA NV8.0K shares-0.15%2026-03-312026-04-23

AN AUTONATION INC2.9K shares0.00%2026-03-312026-04-23

SPMO INVESCO EXCH TRADED FD TR II4.9K shares-0.04%2026-03-312026-04-23

VLO VALERO ENERGY CORP2.2K shares0.00%2026-03-312026-04-23

VEU VANGUARD INTL EQUITY INDEX F7.1K shares-0.98%2026-03-312026-04-23

Sponsored

DIA STATE STR SPDR DOW JONES IND1.1K shares-2.65%2026-03-312026-04-23

HD HOME DEPOT INC1.6K shares-5.56%2026-03-312026-04-23

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD11.8K shares-1.04%2026-03-312026-04-23

GRBK GREEN BRICK PARTNERS INC8.1K shares-5.78%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS8.0K shares-6.01%2026-03-312026-04-23

ABT ABBOTT LABORATORIES5.0K shares0.08%2026-03-312026-04-23

SO SOUTHERN CO5.3K shares2.00%2026-03-312026-04-23

VST VISTRA CORP3.4K shares-3.17%2026-03-312026-04-23

Sponsored

BAC BANK AMERICA CORP10.0K shares-29.66%2026-03-312026-04-23

CG CARLYLE GROUP INC10.0K shares2.26%2026-03-312026-04-23

IVE ISHARES TR2.3K sharesnew addition2026-03-312026-04-23

DELL DELL TECHNOLOGIES INC2.9K sharesnew addition2026-03-312026-04-23

BBIN J P MORGAN EXCHANGE TRADED F6.6K sharesnew addition2026-03-312026-04-23

CRM SALESFORCE INC2.6K shares-35.61%2026-03-312026-04-23

MELI MERCADOLIBRE INC275 shares0.73%2026-03-312026-04-23

FHLC FIDELITY COVINGTON TRUST6.7K shares1.74%2026-03-312026-04-23

Sponsored

BABA ALIBABA GROUP HLDG LTD3.7K shares-9.18%2026-03-312026-04-23

SLV ISHARES SILVER TR6.8K shares-0.66%2026-03-312026-04-23

ORLY OREILLY AUTOMOTIVE INC5.0K shares-0.50%2026-03-312026-04-23

VB VANGUARD INDEX FDS1.8K sharesnew addition2026-03-312026-04-23

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC5.3K sharesnew addition2026-03-312026-04-23

URI UNITED RENTALS INC615 shares-3.00%2026-03-312026-04-23

BA BOEING CO2.2K shares56.01%2026-03-312026-04-23

IJT ISHARES TR3.1K shares-97.37%2026-03-312026-04-23

Sponsored

MMM 3M CO3.0K shares-2.56%2026-03-312026-04-23

UNP UNION PAC CORP1.8K shares-1.48%2026-03-312026-04-23

SBUX STARBUCKS CORP4.9K shares-3.40%2026-03-312026-04-23

BMY BRISTOL-MYERS SQUIBB CO7.2K shares-9.79%2026-03-312026-04-23

ONB OLD NATL BANCORP IND19.2K shares-51.41%2026-03-312026-04-23

BIV VANGUARD BD INDEX FDS5.5K shares-0.90%2026-03-312026-04-23

IDXX IDEXX LABS INC745 shares-3.75%2026-03-312026-04-23

IWR ISHARES TR4.2K sharesnew addition2026-03-312026-04-23

Sponsored

BSV VANGUARD BD INDEX FDS5.2K shares-3.69%2026-03-312026-04-23

AURA AURA BIOSCIENCES INC60.3K shares0.00%2026-03-312026-04-23

BBHY J P MORGAN EXCHANGE TRADED F8.7K sharesnew addition2026-03-312026-04-23

SPHY SPDR SERIES TRUST16.9K sharesnew addition2026-03-312026-04-23

AMT AMERICAN TOWER CORP2.2K shares-3.52%2026-03-312026-04-23

CSCO CISCO SYS INC4.8K shares-11.55%2026-03-312026-04-23

LNG CHENIERE ENERGY INC1.3K shares-8.33%2026-03-312026-04-23

ITM VANECK ETF TRUST7.8K shares-13.23%2026-03-312026-04-23

Sponsored

HYDB ISHARES TR7.7K shares0.00%2026-03-312026-04-23

INTC INTEL CORP8.1K shares-5.97%2026-03-312026-04-23

CITIGROUP INC CITIGROUP INC3.1K shares-15.43%2026-03-312026-04-23

NVO NOVO-NORDISK A S9.4K shares3.50%2026-03-312026-04-23

FYC FIRST TR EXCHANGE-TRADED ALP3.5K sharesnew addition2026-03-312026-04-23

BIP BROOKFIELD INFRASTRUCTURE PA9.3K shares0.00%2026-03-312026-04-23

IVLU ISHARES TR8.6K shares-64.32%2026-03-312026-04-23

XLC SELECT SECTOR SPDR TR2.9K sharesnew addition2026-03-312026-04-23

Sponsored

CLX CLOROX CO DEL3.0K shares-0.07%2026-03-312026-04-23

VO VANGUARD INDEX FDS1.1K sharesnew addition2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC2.6K shares-16.20%2026-03-312026-04-23

JGLO J P MORGAN EXCHANGE TRADED F4.7K sharesnew addition2026-03-312026-04-23

KMI KINDER MORGAN INC DEL9.1K shares-3.89%2026-03-312026-04-23

IWB ISHARES TR852 sharesnew addition2026-03-312026-04-23

JMOM J P MORGAN EXCHANGE TRADED F4.5K sharesnew addition2026-03-312026-04-23

AVAV AEROVIRONMENT INC1.7K sharesnew addition2026-03-312026-04-23

Sponsored

UBER UBER TECHNOLOGIES INC4.2K shares-25.52%2026-03-312026-04-23

BKNG BOOKING HOLDINGS INC71 shares16.39%2026-03-312026-04-23

CIEN CIENA CORP658 sharesnew addition2026-03-312026-04-23

XLU SELECT SECTOR SPDR TR6.4K sharesnew addition2026-03-312026-04-23

FNDE SCHWAB STRATEGIC TR7.5K sharesnew addition2026-03-312026-04-23

XLY SELECT SECTOR SPDR TR2.6K shares-86.74%2026-03-312026-04-23

SLYV SPDR SERIES TRUST3.0K shares-4.48%2026-03-312026-04-23

FELV FIDELITY COVINGTON TRUST8.2K sharesnew addition2026-03-312026-04-23

Sponsored

FBK FB FINL CORP5.5K shares-5.01%2026-03-312026-04-23

MPC MARATHON PETE CORP1.2K sharesnew addition2026-03-312026-04-23

IVW ISHARES TR2.5K shares-94.22%2026-03-312026-04-23

TSCO TRACTOR SUPPLY CO6.1K shares-26.45%2026-03-312026-04-23

USB US BANCORP5.3K shares0.09%2026-03-312026-04-23

PKW INVESCO EXCHANGE TRADED FD T2.1K shares-67.17%2026-03-312026-04-23

EFV ISHARES TR3.7K shares-78.95%2026-03-312026-04-23

CHCT COMMUNITY HEALTHCARE TR INC16.9K shares0.00%2026-03-312026-04-23

Sponsored

BARRICK MNG CORP BARRICK MNG CORP6.5K shares0.00%2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC983 shares-25.13%2026-03-312026-04-23

IWO ISHARES TR845 sharesnew addition2026-03-312026-04-23

CMCSA COMCAST CORP NEW9.1K shares-22.13%2026-03-312026-04-23

TLH ISHARES TR2.6K shares-76.54%2026-03-312026-04-23

HR HEALTHCARE RLTY TR15.2K shares0.00%2026-03-312026-04-23

IWN ISHARES TR1.4K sharesnew addition2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR8.3K sharesnew addition2026-03-312026-04-23

Sponsored

TMO THERMO FISHER SCIENTIFIC INC520 shares-14.19%2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC1.3K shares-4.65%2026-03-312026-04-23

VRTX VERTEX PHARMACEUTICALS INC569 shares-3.89%2026-03-312026-04-23

BLV VANGUARD BD INDEX FDS3.7K shares0.00%2026-03-312026-04-23

TDG TRANSDIGM GROUP INC217 shares0.00%2026-03-312026-04-23

AAPL

APPLE INC

-13.75%

Shares209.9K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

New

Shares38.1K

Event2026-03-31

Filed2026-04-23

DGRO

ISHARES TR

-4.72%

Shares212.3K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

-25.08%

Shares29.0K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-58.06%

Shares47.7K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

New

Shares37.3K

Event2026-03-31

Filed2026-04-23

VYM

VANGUARD WHITEHALL FDS

New

Shares70.4K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

-24.60%

Shares46.2K

Event2026-03-31

Filed2026-04-23

MASTERCARD INCORPORATED

-8.79%

Shares18.2K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

New

Shares42.5K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

-3.84%

Shares49.0K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-23.87%

Shares22.2K

Event2026-03-31

Filed2026-04-23