Sponsored

The Analysis of TCV Trust & Wealth Management, Inc.'s Holdings & P&L

Currently, TCV Trust & Wealth Management, Inc. holds 215 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in N/A (+51.1K shares, valued at $5.9M), SPIB (+62.4K shares, valued at $2.1M), GVI (+15.9K shares, valued at $1.7M); decreased their positions in SPY (-3.5K shares, valued at $2.3M), AAPL (-5.3K shares, valued at $1.3M), N/A (-4.1K shares, valued at $1.3M); initiated new positions in CVS (+5.8K shares, valued at $414.8K), N/A (+3.4K shares, valued at $293.3K), MKC (+4.8K shares, valued at $241.1K).

1M P&L

+28.6M+2.52%

3M P&L

-112.6M-8.82%

HY P&L

-39.3M-3.27%

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/A415.0M

38.6%

2Drug Manufacturers - General70.1M

6.5%

3Software - Infrastructure46.2M

4.3%

Top Industries by Stock Count

1N/A61 stocks

30.8%

2Utilities - Regulated Electric7 stocks

3.5%

3Semiconductors7 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BROADCOM INC BROADCOM INC212.2K shares-1.91%2026-03-312026-04-21

SPIB SPDR SERIES TRUST1.6M shares4.16%2026-03-312026-04-21

GVI ISHARES TR462.6K shares3.55%2026-03-312026-04-21

VO VANGUARD INDEX FDS156.5K shares-0.40%2026-03-312026-04-21

VB VANGUARD INDEX FDS170.4K shares-0.83%2026-03-312026-04-21

MSFT MICROSOFT CORP114.5K shares-0.81%2026-03-312026-04-21

AAPL APPLE INC159.7K shares-3.21%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T54.2K shares-6.02%2026-03-312026-04-21

Sponsored

GLW CORNING INC192.6K shares-1.09%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO84.8K shares-2.39%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON99.6K shares-1.84%2026-03-312026-04-21

XLC SELECT SECTOR SPDR TR197.9K shares-1.22%2026-03-312026-04-21

TJX TJX COS INC NEW132.8K shares-1.99%2026-03-312026-04-21

LLY ELI LILLY & CO23.0K shares-2.05%2026-03-312026-04-21

CSCO CISCO SYS INC266.4K shares-2.69%2026-03-312026-04-21

AMGN AMGEN INC57.3K shares-0.22%2026-03-312026-04-21

Sponsored

V VISA INC66.1K shares-2.61%2026-03-312026-04-21

CVX CHEVRON CORPORATION92.8K shares-1.59%2026-03-312026-04-21

AMZN AMAZON COM INC90.9K shares-0.41%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC18.7K shares-1.47%2026-03-312026-04-21

CB CHUBB LTD SWITZ54.4K shares-2.20%2026-03-312026-04-21

VIOO VANGUARD ADMIRAL FDS INC149.8K shares-1.32%2026-03-312026-04-21

VNQ VANGUARD INDEX FDS190.4K shares1.01%2026-03-312026-04-21

FAST FASTENAL CO332.2K shares-2.54%2026-03-312026-04-21

Sponsored

HD HOME DEPOT INC46.0K shares-0.77%2026-03-312026-04-21

WMB WILLIAMS COS INC206.9K shares-1.95%2026-03-312026-04-21

WM WASTE MGMT INC DEL65.4K shares-0.98%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR110.8K shares-1.85%2026-03-312026-04-21

NVDA NVIDIA CORPORATION84.1K shares1.80%2026-03-312026-04-21

IRM IRON MTN INC DEL141.5K shares-0.38%2026-03-312026-04-21

PG PROCTER & GAMBLE CO98.1K shares4.43%2026-03-312026-04-21

NOC NORTHROP GRUMMAN CORP19.9K shares-2.49%2026-03-312026-04-21

Sponsored

CSX CSX CORP320.9K shares-1.38%2026-03-312026-04-21

PEP PEPSICO INC84.8K shares-0.92%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION12.9K shares-1.14%2026-03-312026-04-21

ABT ABBOTT LABORATORIES122.5K shares-1.01%2026-03-312026-04-21

XLB SELECT SECTOR SPDR TR242.2K shares-0.10%2026-03-312026-04-21

ORLY OREILLY AUTOMOTIVE INC129.8K shares-0.01%2026-03-312026-04-21

USB US BANCORP224.3K shares-1.80%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC42.7K shares1.32%2026-03-312026-04-21

Sponsored

XLU SELECT SECTOR SPDR TR250.8K shares-0.74%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC69.2K shares7.44%2026-03-312026-04-21

ADP AUTOMATIC DATA PROCESSING IN53.7K shares-2.38%2026-03-312026-04-21

IEFA ISHARES TR104.9K shares1.27%2026-03-312026-04-21

XLV SELECT SECTOR SPDR TR55.4K shares-2.10%2026-03-312026-04-21

LOW LOWES COS INC30.4K shares-2.18%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC56.4K shares-3.13%2026-03-312026-04-21

O REALTY INCOME CORP110.4K shares7.95%2026-03-312026-04-21

Sponsored

XLF SELECT SECTOR SPDR TR125.3K shares-0.26%2026-03-312026-04-21

BLACKSTONE INC BLACKSTONE INC53.1K shares2559.65%2026-03-312026-04-21

IWR ISHARES TR61.0K shares-3.63%2026-03-312026-04-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND29.1K shares-2.36%2026-03-312026-04-21

ADBE ADOBE INC23.3K shares-8.25%2026-03-312026-04-21

EFAV ISHARES TR56.7K shares-0.32%2026-03-312026-04-21

IWM ISHARES TR20.1K shares-4.96%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.3K shares-11.02%2026-03-312026-04-21

Sponsored

XLY SELECT SECTOR SPDR TR45.2K shares-3.11%2026-03-312026-04-21

IXUS ISHARES TR56.5K shares-0.77%2026-03-312026-04-21

XLI SELECT SECTOR SPDR TR29.8K shares-4.25%2026-03-312026-04-21

NSC NORFOLK SOUTHN CORP16.3K shares-2.60%2026-03-312026-04-21

MCD MCDONALDS CORP15.0K shares-0.23%2026-03-312026-04-21

WMT WALMART INC36.4K shares-1.89%2026-03-312026-04-21

XOM EXXON MOBIL CORP26.6K shares-6.78%2026-03-312026-04-21

VONG VANGUARD SCOTTSDALE FDS36.2K shares-0.58%2026-03-312026-04-21

Sponsored

INTU INTUIT9.1K shares-1.75%2026-03-312026-04-21

ORCL ORACLE CORP24.2K shares-21.76%2026-03-312026-04-21

KO COCA COLA CO45.4K shares-1.21%2026-03-312026-04-21

BF.B BROWN FORMAN CORP124.5K shares-12.01%2026-03-312026-04-21

MO ALTRIA GROUP INC48.1K shares-6.80%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR46.5K shares-0.19%2026-03-312026-04-21

D DOMINION ENERGY INC44.6K shares-7.72%2026-03-312026-04-21

XLP SELECT SECTOR SPDR TR33.6K shares-0.01%2026-03-312026-04-21

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS4.4K shares-2.08%2026-03-312026-04-21

ABBV ABBVIE INC10.3K shares-22.77%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC44.3K shares-1.06%2026-03-312026-04-21

RTX RTX CORPORATION11.0K shares-5.42%2026-03-312026-04-21

ALPHABET INC ALPHABET INC7.1K shares1.27%2026-03-312026-04-21

AMAT APPLIED MATLS INC5.8K shares0.00%2026-03-312026-04-21

IVV ISHARES TR3.0K shares4.44%2026-03-312026-04-21

IWF ISHARES TR4.4K shares0.00%2026-03-312026-04-21

Sponsored

MDLZ MONDELEZ INTL INC32.3K shares10.15%2026-03-312026-04-21

MUB ISHARES TR16.4K shares42.54%2026-03-312026-04-21

TPR TAPESTRY INC11.6K shares0.00%2026-03-312026-04-21

SYK STRYKER CORPORATION4.7K shares-0.70%2026-03-312026-04-21

UNP UNION PAC CORP6.3K shares-5.71%2026-03-312026-04-21

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW10.5K shares-1.50%2026-03-312026-04-21

ALPHABET INC ALPHABET INC4.8K shares-3.02%2026-03-312026-04-21

Sponsored

IVW ISHARES TR11.8K shares0.00%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO21.9K shares-3.10%2026-03-312026-04-21

DE DEERE & CO2.3K shares-40.55%2026-03-312026-04-21

T AT&T INC44.0K shares-1.09%2026-03-312026-04-21

CAT CATERPILLAR INC1.7K shares-1.69%2026-03-312026-04-21

DGRW WISDOMTREE TR13.9K shares0.00%2026-03-312026-04-21

BF.A BROWN FORMAN CORP45.4K shares0.00%2026-03-312026-04-21

IJR ISHARES TR9.6K shares-8.52%2026-03-312026-04-21

Sponsored

AGG ISHARES TR11.3K shares-0.44%2026-03-312026-04-21

RGCO RGC RES INC49.3K shares0.00%2026-03-312026-04-21

ITW ILLINOIS TOOL WKS INC4.1K shares-3.47%2026-03-312026-04-21

EFA ISHARES TR10.8K shares-5.71%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS15.9K shares-5.09%2026-03-312026-04-21

BK BANK NEW YORK MELLON CORP8.5K shares-2.60%2026-03-312026-04-21

NRG NRG ENERGY INC6.8K shares0.00%2026-03-312026-04-21

ICF ISHARES TR15.4K shares-12.77%2026-03-312026-04-21

Sponsored

MPC MARATHON PETE CORP3.9K shares-1.84%2026-03-312026-04-21

THE CIGNA GROUP THE CIGNA GROUP3.5K shares-4.24%2026-03-312026-04-21

ISRG INTUITIVE SURGICAL INC2.0K shares-12.16%2026-03-312026-04-21

AEP AMERICAN ELEC PWR CO INC6.8K shares-3.83%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS3.7K shares128.67%2026-03-312026-04-21

PFE PFIZER INC31.6K shares-1.13%2026-03-312026-04-21

TFC TRUIST FINL CORP18.7K shares-1.31%2026-03-312026-04-21

PNC PNC FINL SVCS GROUP INC4.1K shares-2.37%2026-03-312026-04-21

Sponsored

MMM 3M CO5.8K shares-8.77%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC999 shares-7.24%2026-03-312026-04-21

IJH ISHARES TR12.5K shares11.48%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS3.9K shares-6.93%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO2.8K shares-3.42%2026-03-312026-04-21

MAR MARRIOTT INTL INC NEW2.5K shares-12.83%2026-03-312026-04-21

EATON CORP PLC EATON CORP PLC2.2K shares0.41%2026-03-312026-04-21

IJK ISHARES TR7.7K shares0.00%2026-03-312026-04-21

Sponsored

IBB ISHARES TR4.3K shares-8.66%2026-03-312026-04-21

HON HONEYWELL INTL INC3.2K shares-1.52%2026-03-312026-04-21

BAC BANK AMERICA CORP14.6K shares-8.00%2026-03-312026-04-21

EPD ENTERPRISE PRODS PARTNERS L18.7K shares0.00%2026-03-312026-04-21

ENB ENBRIDGE INC13.1K shares-2.61%2026-03-312026-04-21

UPS UNITED PARCEL SVCS INC7.1K shares0.00%2026-03-312026-04-21

NEE NEXTERA ENERGY INC7.2K shares-2.51%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC1.9K shares0.00%2026-03-312026-04-21

Sponsored

SO SOUTHERN CO6.6K shares1.35%2026-03-312026-04-21

FTSM FIRST TR EXCHANGE-TRADED FD10.1K shares0.00%2026-03-312026-04-21

CEG CONSTELLATION ENERGY CORP2.1K shares34.13%2026-03-312026-04-21

IVE ISHARES TR2.6K shares0.00%2026-03-312026-04-21

KMB KIMBERLY-CLARK CORP5.8K shares-0.09%2026-03-312026-04-21

TXN TEXAS INSTRS INC2.9K shares-0.87%2026-03-312026-04-21

SHEL SHELL PLC5.9K shares-2.06%2026-03-312026-04-21

CL COLGATE PALMOLIVE CO6.5K shares-7.52%2026-03-312026-04-21

Sponsored

INVESCO QQQ TR INVESCO QQQ TR953 shares-28.45%2026-03-312026-04-21

META META PLATFORMS INC961 shares-4.09%2026-03-312026-04-21

BDX BECTON DICKINSON & CO3.5K shares103.29%2026-03-312026-04-21

MCHP MICROCHIP TECHNOLOGY INC.8.3K shares-35.01%2026-03-312026-04-21

DFAI DIMENSIONAL ETF TRUST13.7K shares0.00%2026-03-312026-04-21

COF CAPITAL ONE FINL CORP2.9K shares-11.42%2026-03-312026-04-21

TSLA TESLA INC1.4K shares4.07%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS3.4K shares0.00%2026-03-312026-04-21

Sponsored

DOV DOVER CORP2.4K shares-2.16%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC1.4K shares6.71%2026-03-312026-04-21

CFFI C & F FINL CORP6.6K shares-11.84%2026-03-312026-04-21

VT VANGUARD INTL EQUITY INDEX F3.3K shares-4.31%2026-03-312026-04-21

COP CONOCOPHILLIPS3.4K shares2.61%2026-03-312026-04-21

MA MASTERCARD INCORPORATED876 shares0.00%2026-03-312026-04-21

CARR CARRIER GLOBAL CORPORATION7.7K shares-3.09%2026-03-312026-04-21

AR ANTERO RESOURCES CORP10.2K shares-6.54%2026-03-312026-04-21

Sponsored

VUG VANGUARD INDEX FDS981 shares0.00%2026-03-312026-04-21

EMR EMERSON ELEC CO3.2K shares-5.82%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F7.7K shares42.30%2026-03-312026-04-21

GIL GILDAN ACTIVEWEAR INC7.5K shares0.00%2026-03-312026-04-21

CVS CVS HEALTH CORP5.8K sharesnew addition2026-03-312026-04-21

KMX CARMAX INC9.8K shares-1.99%2026-03-312026-04-21

DWM WISDOMTREE TR5.8K shares0.00%2026-03-312026-04-21

BND VANGUARD BD INDEX FDS5.5K shares-2.66%2026-03-312026-04-21

Sponsored

LINDE PLC LINDE PLC788 shares0.00%2026-03-312026-04-21

IDXX IDEXX LABS INC693 shares2.67%2026-03-312026-04-21

IEMG ISHARES INC5.5K shares5.57%2026-03-312026-04-21

INTC INTEL CORP8.6K shares-10.55%2026-03-312026-04-21

ADI ANALOG DEVICES INC1.1K shares-4.64%2026-03-312026-04-21

TSCO TRACTOR SUPPLY CO7.9K shares-1.75%2026-03-312026-04-21

NKE NIKE INC6.7K shares-10.12%2026-03-312026-04-21

DHR DANAHER CORP DEL1.9K shares3.16%2026-03-312026-04-21

Sponsored

OGE OGE ENERGY CORP7.1K shares0.00%2026-03-312026-04-21

PSX PHILLIPS 661.9K shares2.13%2026-03-312026-04-21

OEF ISHARES TR1.1K shares0.00%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP550 shares-3.51%2026-03-312026-04-21

DIS DISNEY WALT CO3.4K shares-29.32%2026-03-312026-04-21

CPB THE CAMPBELLS COMPANY14.2K shares-6.53%2026-03-312026-04-21

HSY HERSHEY CO1.5K shares0.00%2026-03-312026-04-21

PAYX PAYCHEX INC3.4K shares-15.27%2026-03-312026-04-21

Sponsored

EXC EXELON CORP6.3K shares0.00%2026-03-312026-04-21

OKE ONEOK INC NEW3.3K shares0.00%2026-03-312026-04-21

ALB ALBEMARLE CORP1.7K shares0.00%2026-03-312026-04-21

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC3.4K sharesnew addition2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC2.6K shares3.20%2026-03-312026-04-21

EFX EQUIFAX INC1.6K shares-15.79%2026-03-312026-04-21

WFC WELLS FARGO & CO3.6K shares-15.79%2026-03-312026-04-21

OTIS OTIS WORLDWIDE CORP3.7K shares-2.93%2026-03-312026-04-21

Sponsored

STLD STEEL DYNAMICS INC1.6K shares0.00%2026-03-312026-04-21

VCIT VANGUARD SCOTTSDALE FDS3.4K shares-0.61%2026-03-312026-04-21

BA BOEING CO1.4K shares-33.72%2026-03-312026-04-21

DXCM DEXCOM INC4.3K shares-3.35%2026-03-312026-04-21

AJG GALLAGHER ARTHUR J & CO1.2K shares-9.68%2026-03-312026-04-21

CME CME GROUP INC887 shares7.65%2026-03-312026-04-21

HWM HOWMET AEROSPACE INC1.1K shares11.88%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC654 shares15.75%2026-03-312026-04-21

Sponsored

PGR PROGRESSIVE CORP1.3K shares0.00%2026-03-312026-04-21

BXSL BLACKSTONE SECD LENDING FD10.5K shares0.00%2026-03-312026-04-21

ED CONSOLIDATED EDISON INC2.2K shares0.00%2026-03-312026-04-21

MKC MCCORMICK & CO INC4.8K sharesnew addition2026-03-312026-04-21

OMC OMNICOM GROUP INC3.2K sharesnew addition2026-03-312026-04-21

YUM YUM BRANDS INC1.5K shares0.00%2026-03-312026-04-21

HIW HIGHWOODS PPTYS INC11.0K shares0.00%2026-03-312026-04-21

GM GENERAL MTRS CO3.1K shares3.97%2026-03-312026-04-21

Sponsored

DVY ISHARES TR1.5K shares-8.31%2026-03-312026-04-21

GLD SPDR GOLD TR537 shares2.87%2026-03-312026-04-21

VTV VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-21

VHT VANGUARD WORLD FD800 shares0.00%2026-03-312026-04-21

MKL MARKEL GROUP INC113 shares0.00%2026-03-312026-04-21

SYY SYSCO CORP3.0K shares0.00%2026-03-312026-04-21

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.0K shares6.51%2026-03-312026-04-21

IWS ISHARES TR1.4K shares0.00%2026-03-312026-04-21

Sponsored

VMBS VANGUARD SCOTTSDALE FDS4.5K shares1.82%2026-03-312026-04-21

IWP ISHARES TR1.6K shares0.00%2026-03-312026-04-21

KMI KINDER MORGAN INC DEL6.2K sharesnew addition2026-03-312026-04-21

SPGI S&P GLOBAL INC487 shares-3.94%2026-03-312026-04-21

DLN WISDOMTREE TR2.3K shares0.00%2026-03-312026-04-21

TRV TRAVELERS COMPANIES INC696 shares41.46%2026-03-312026-04-21

VTI VANGUARD INDEX FDS631 shares-3.22%2026-03-312026-04-21

BROADCOM INC

-1.91%

Shares212.2K

Event2026-03-31

Filed2026-04-21

SPIB

SPDR SERIES TRUST

4.16%

Shares1.6M

Event2026-03-31

Filed2026-04-21

GVI

ISHARES TR

3.55%

Shares462.6K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-0.40%

Shares156.5K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-0.83%

Shares170.4K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-0.81%

Shares114.5K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-3.21%

Shares159.7K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

-6.02%

Shares54.2K

Event2026-03-31

Filed2026-04-21

GLW

CORNING INC

-1.09%

Shares192.6K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-2.39%

Shares84.8K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

-1.84%

Shares99.6K

Event2026-03-31

Filed2026-04-21

XLC

SELECT SECTOR SPDR TR

-1.22%

Shares197.9K

Event2026-03-31

Filed2026-04-21

TJX

TJX COS INC NEW

-1.99%

Shares132.8K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

-2.05%

Shares23.0K

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYS INC

-2.69%

Shares266.4K

Event2026-03-31

Filed2026-04-21

AMGN

AMGEN INC

-0.22%

Shares57.3K

Event2026-03-31

Filed2026-04-21

VISA INC

-2.61%

Shares66.1K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

-1.59%

Shares92.8K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

-0.41%

Shares90.9K

Event2026-03-31

Filed2026-04-21

BLACKROCK INC

-1.47%

Shares18.7K

Event2026-03-31

Filed2026-04-21

CHUBB LTD SWITZ

-2.20%

Shares54.4K

Event2026-03-31

Filed2026-04-21

VIOO

VANGUARD ADMIRAL FDS INC

-1.32%

Shares149.8K

Event2026-03-31

Filed2026-04-21

VNQ

VANGUARD INDEX FDS

1.01%

Shares190.4K

Event2026-03-31

Filed2026-04-21

FAST

FASTENAL CO

-2.54%

Shares332.2K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

-0.77%

Shares46.0K

Event2026-03-31

Filed2026-04-21

WMB

WILLIAMS COS INC

-1.95%

Shares206.9K

Event2026-03-31

Filed2026-04-21

WASTE MGMT INC DEL

-0.98%

Shares65.4K

Event2026-03-31

Filed2026-04-21

XLK

SELECT SECTOR SPDR TR

-1.85%

Shares110.8K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

1.80%

Shares84.1K

Event2026-03-31

Filed2026-04-21

IRM

IRON MTN INC DEL

-0.38%

Shares141.5K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

4.43%

Shares98.1K

Event2026-03-31

Filed2026-04-21

NOC

NORTHROP GRUMMAN CORP

-2.49%

Shares19.9K

Event2026-03-31

Filed2026-04-21

CSX

CSX CORP

-1.38%

Shares320.9K

Event2026-03-31

Filed2026-04-21

PEP

PEPSICO INC

-0.92%

Shares84.8K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

-1.14%

Shares12.9K

Event2026-03-31

Filed2026-04-21

ABT

ABBOTT LABORATORIES

-1.01%

Shares122.5K

Event2026-03-31

Filed2026-04-21

XLB

SELECT SECTOR SPDR TR

-0.10%

Shares242.2K

Event2026-03-31

Filed2026-04-21

ORLY

OREILLY AUTOMOTIVE INC

-0.01%

Shares129.8K

Event2026-03-31

Filed2026-04-21

USB

US BANCORP

-1.80%

Shares224.3K

Event2026-03-31

Filed2026-04-21

UNH

UNITEDHEALTH GROUP INC

1.32%

Shares42.7K

Event2026-03-31

Filed2026-04-21

XLU

SELECT SECTOR SPDR TR

-0.74%

Shares250.8K

Event2026-03-31

Filed2026-04-21

PHILIP MORRIS INTL INC

7.44%

Shares69.2K

Event2026-03-31

Filed2026-04-21

ADP

AUTOMATIC DATA PROCESSING IN

-2.38%

Shares53.7K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

1.27%

Shares104.9K

Event2026-03-31

Filed2026-04-21

XLV

SELECT SECTOR SPDR TR

-2.10%

Shares55.4K

Event2026-03-31

Filed2026-04-21

LOW

LOWES COS INC

-2.18%

Shares30.4K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

-3.13%

Shares56.4K

Event2026-03-31

Filed2026-04-21

REALTY INCOME CORP

7.95%

Shares110.4K

Event2026-03-31

Filed2026-04-21

XLF

SELECT SECTOR SPDR TR

-0.26%

Shares125.3K

Event2026-03-31

Filed2026-04-21

BLACKSTONE INC

2559.65%

Shares53.1K

Event2026-03-31

Filed2026-04-21

IWR

ISHARES TR

-3.63%

Shares61.0K

Event2026-03-31

Filed2026-04-21

ACCENTURE PLC IRELAND

-2.36%

Shares29.1K

Event2026-03-31

Filed2026-04-21

ADBE

ADOBE INC

-8.25%

Shares23.3K

Event2026-03-31

Filed2026-04-21

EFAV

ISHARES TR

-0.32%

Shares56.7K

Event2026-03-31

Filed2026-04-21

IWM

ISHARES TR

-4.96%

Shares20.1K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

-11.02%

Shares10.3K

Event2026-03-31

Filed2026-04-21

XLY

SELECT SECTOR SPDR TR

-3.11%

Shares45.2K

Event2026-03-31

Filed2026-04-21

IXUS

ISHARES TR

-0.77%

Shares56.5K

Event2026-03-31

Filed2026-04-21

XLI

SELECT SECTOR SPDR TR

-4.25%

Shares29.8K

Event2026-03-31

Filed2026-04-21

NSC

NORFOLK SOUTHN CORP

-2.60%

Shares16.3K

Event2026-03-31

Filed2026-04-21

MCD

MCDONALDS CORP

-0.23%

Shares15.0K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

-1.89%

Shares36.4K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

-6.78%

Shares26.6K

Event2026-03-31

Filed2026-04-21

VONG

VANGUARD SCOTTSDALE FDS

-0.58%

Shares36.2K

Event2026-03-31

Filed2026-04-21

INTU

INTUIT

-1.75%

Shares9.1K

Event2026-03-31

Filed2026-04-21

ORCL

ORACLE CORP

-21.76%

Shares24.2K

Event2026-03-31

Filed2026-04-21

COCA COLA CO

-1.21%

Shares45.4K

Event2026-03-31

Filed2026-04-21

BF.B

BROWN FORMAN CORP

-12.01%

Shares124.5K

Event2026-03-31

Filed2026-04-21

ALTRIA GROUP INC

-6.80%

Shares48.1K

Event2026-03-31

Filed2026-04-21

XLE

SELECT SECTOR SPDR TR

-0.19%

Shares46.5K

Event2026-03-31

Filed2026-04-21

DOMINION ENERGY INC

-7.72%

Shares44.6K

Event2026-03-31

Filed2026-04-21

XLP

SELECT SECTOR SPDR TR

-0.01%

Shares33.6K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-2.08%

Shares4.4K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

-22.77%

Shares10.3K

Event2026-03-31

Filed2026-04-21

VERIZON COMMUNICATIONS INC

-1.06%

Shares44.3K

Event2026-03-31

Filed2026-04-21

RTX

RTX CORPORATION

-5.42%

Shares11.0K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

1.27%

Shares7.1K

Event2026-03-31

Filed2026-04-21

AMAT

APPLIED MATLS INC

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

4.44%

Shares3.0K

Event2026-03-31

Filed2026-04-21

IWF

ISHARES TR

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-21

MDLZ

MONDELEZ INTL INC

10.15%

Shares32.3K

Event2026-03-31

Filed2026-04-21

MUB

ISHARES TR

42.54%

Shares16.4K

Event2026-03-31

Filed2026-04-21

TPR

TAPESTRY INC

0.00%

Shares11.6K

Event2026-03-31

Filed2026-04-21

SYK

STRYKER CORPORATION

-0.70%

Shares4.7K

Event2026-03-31

Filed2026-04-21

UNP

UNION PAC CORP

-5.71%

Shares6.3K

Event2026-03-31

Filed2026-04-21

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-04-21

DUKE ENERGY CORP NEW

-1.50%

Shares10.5K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-3.02%

Shares4.8K

Event2026-03-31

Filed2026-04-21

IVW

ISHARES TR

0.00%

Shares11.8K

Event2026-03-31

Filed2026-04-21

BMY

BRISTOL-MYERS SQUIBB CO

-3.10%

Shares21.9K

Event2026-03-31

Filed2026-04-21

DEERE & CO

-40.55%

Shares2.3K

Event2026-03-31

Filed2026-04-21

AT&T INC

-1.09%

Shares44.0K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

-1.69%

Shares1.7K

Event2026-03-31

Filed2026-04-21

DGRW

WISDOMTREE TR

0.00%

Shares13.9K

Event2026-03-31

Filed2026-04-21

BF.A

BROWN FORMAN CORP

0.00%

Shares45.4K

Event2026-03-31

Filed2026-04-21

IJR

ISHARES TR

-8.52%

Shares9.6K

Event2026-03-31

Filed2026-04-21

AGG

ISHARES TR

-0.44%

Shares11.3K

Event2026-03-31

Filed2026-04-21

RGCO

RGC RES INC

0.00%

Shares49.3K

Event2026-03-31

Filed2026-04-21

ITW

ILLINOIS TOOL WKS INC

-3.47%

Shares4.1K

Event2026-03-31

Filed2026-04-21

EFA

ISHARES TR

-5.71%

Shares10.8K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

-5.09%

Shares15.9K

Event2026-03-31

Filed2026-04-21

BANK NEW YORK MELLON CORP

-2.60%

Shares8.5K

Event2026-03-31

Filed2026-04-21

NRG

NRG ENERGY INC

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-21

ICF

ISHARES TR

-12.77%

Shares15.4K

Event2026-03-31

Filed2026-04-21

MPC

MARATHON PETE CORP

-1.84%

Shares3.9K

Event2026-03-31

Filed2026-04-21

THE CIGNA GROUP

-4.24%

Shares3.5K

Event2026-03-31

Filed2026-04-21

ISRG

INTUITIVE SURGICAL INC

-12.16%

Shares2.0K

Event2026-03-31

Filed2026-04-21

AEP

AMERICAN ELEC PWR CO INC

-3.83%

Shares6.8K

Event2026-03-31

Filed2026-04-21

IBM

INTERNATIONAL BUSINESS MACHS

128.67%

Shares3.7K

Event2026-03-31

Filed2026-04-21

PFE

PFIZER INC

-1.13%

Shares31.6K

Event2026-03-31

Filed2026-04-21

TFC

TRUIST FINL CORP

-1.31%

Shares18.7K

Event2026-03-31

Filed2026-04-21

PNC

PNC FINL SVCS GROUP INC

-2.37%

Shares4.1K

Event2026-03-31

Filed2026-04-21

MMM

3M CO

-8.77%

Shares5.8K

Event2026-03-31

Filed2026-04-21

GOLDMAN SACHS GROUP INC

-7.24%

Shares999

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

11.48%

Shares12.5K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

-6.93%

Shares3.9K

Event2026-03-31

Filed2026-04-21

AXP

AMERICAN EXPRESS CO

-3.42%

Shares2.8K

Event2026-03-31

Filed2026-04-21

MAR

MARRIOTT INTL INC NEW

-12.83%

Shares2.5K

Event2026-03-31

Filed2026-04-21

EATON CORP PLC

0.41%

Shares2.2K

Event2026-03-31

Filed2026-04-21

IJK

ISHARES TR

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-21

IBB

ISHARES TR

-8.66%

Shares4.3K

Event2026-03-31

Filed2026-04-21

HON

HONEYWELL INTL INC

-1.52%

Shares3.2K

Event2026-03-31

Filed2026-04-21

BAC

BANK AMERICA CORP

-8.00%

Shares14.6K

Event2026-03-31

Filed2026-04-21

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares18.7K

Event2026-03-31

Filed2026-04-21

ENB

ENBRIDGE INC

-2.61%

Shares13.1K

Event2026-03-31

Filed2026-04-21

UPS

UNITED PARCEL SVCS INC

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-21

NEE

NEXTERA ENERGY INC

-2.51%

Shares7.2K

Event2026-03-31

Filed2026-04-21

MICRON TECHNOLOGY INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-21

SOUTHERN CO

1.35%

Shares6.6K

Event2026-03-31

Filed2026-04-21

FTSM

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-21

CEG

CONSTELLATION ENERGY CORP

34.13%

Shares2.1K

Event2026-03-31

Filed2026-04-21

IVE

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-21

KMB

KIMBERLY-CLARK CORP

-0.09%

Shares5.8K

Event2026-03-31

Filed2026-04-21

TXN

TEXAS INSTRS INC

-0.87%

Shares2.9K

Event2026-03-31

Filed2026-04-21

SHEL

SHELL PLC

-2.06%

Shares5.9K

Event2026-03-31

Filed2026-04-21

COLGATE PALMOLIVE CO

-7.52%

Shares6.5K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

-28.45%

Shares953

Event2026-03-31

Filed2026-04-21