Sponsored

The Analysis of TIEMANN INVESTMENT ADVISORS, LLC's Holdings & P&L

Currently, TIEMANN INVESTMENT ADVISORS, LLC holds 204 types of securities in its portfolio with a total value $255.0M. In the most recent quarter, they have increased their positions in BND (+19.5K shares, valued at $1.4M), VTI (+3.9K shares, valued at $1.3M), SCHB (+28.1K shares, valued at $705.3K); decreased their positions in TSLA (-2.7K shares, valued at $1.0M), NVDA (-2.8K shares, valued at $491.6K), GLD (-680 shares, valued at $292.6K); initiated new positions in BND (+19.5K shares, valued at $1.4M), VTI (+3.9K shares, valued at $1.3M), N/A (+2.1K shares, valued at $326.8K).

1M P&L

-237.0K-0.09%

3M P&L

-3.5M-1.37%

HY P&L

+4.7M+1.90%

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/A118.4M

50.3%

2Consumer Electronics15.0M

6.4%

3Software - Infrastructure14.1M

6.0%

Top Industries by Stock Count

1N/A54 stocks

28.7%

2Drug Manufacturers - General7 stocks

3.7%

3Semiconductors7 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AGG ISHARES TR210.9K shares2.11%2026-03-312026-05-13

AAPL APPLE INC59.2K shares1.94%2026-03-312026-05-13

IUSB ISHARES TR301.8K shares2.16%2026-03-312026-05-13

IEFA ISHARES TR131.5K shares-1.67%2026-03-312026-05-13

MSFT MICROSOFT CORP26.0K shares2.53%2026-03-312026-05-13

JPST J P MORGAN EXCHANGE TRADED F172.3K shares7.13%2026-03-312026-05-13

GSST GOLDMAN SACHS ETF TR162.1K shares2.65%2026-03-312026-05-13

NVDA NVIDIA CORPORATION38.5K shares-6.82%2026-03-312026-05-13

Sponsored

ALPHABET INC ALPHABET INC18.2K shares8.10%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO17.4K shares2.48%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.1K shares0.72%2026-03-312026-05-13

ORCL ORACLE CORP28.3K shares0.62%2026-03-312026-05-13

CWI SPDR INDEX SHS FDS108.3K shares-1.27%2026-03-312026-05-13

AMZN AMAZON COM INC16.4K shares5.67%2026-03-312026-05-13

ALPHABET INC ALPHABET INC11.1K shares-3.58%2026-03-312026-05-13

IJS ISHARES TR25.6K shares1.18%2026-03-312026-05-13

Sponsored

GLD SPDR GOLD TR6.9K shares-9.02%2026-03-312026-05-13

IJR ISHARES TR23.2K shares0.18%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON11.5K shares5.26%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION2.6K shares0.27%2026-03-312026-05-13

IJJ ISHARES TR19.0K shares0.32%2026-03-312026-05-13

IJH ISHARES TR35.3K shares-0.56%2026-03-312026-05-13

JPEM J P MORGAN EXCHANGE TRADED F37.2K shares-0.78%2026-03-312026-05-13

IJT ISHARES TR15.0K shares-0.15%2026-03-312026-05-13

Sponsored

ABBV ABBVIE INC9.6K shares-4.97%2026-03-312026-05-13

LLY ELI LILLY & CO2.2K shares24.18%2026-03-312026-05-13

IJK ISHARES TR19.8K shares-0.65%2026-03-312026-05-13

BROADCOM INC BROADCOM INC6.3K shares9.23%2026-03-312026-05-13

CAT CATERPILLAR INC2.7K shares-1.62%2026-03-312026-05-13

MDY STATE STR SPDR S&P MIDCAP 402.9K shares-1.12%2026-03-312026-05-13

IVE ISHARES TR8.5K shares-0.43%2026-03-312026-05-13

CRM SALESFORCE INC9.5K shares-0.63%2026-03-312026-05-13

Sponsored

IWB ISHARES TR4.8K shares0.00%2026-03-312026-05-13

EEM ISHARES TR30.0K shares-2.12%2026-03-312026-05-13

IVV ISHARES TR2.4K shares0.94%2026-03-312026-05-13

ALL ALLSTATE CORP7.3K shares2.10%2026-03-312026-05-13

CSCO CISCO SYS INC18.8K shares3.87%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS19.5K sharesnew addition2026-03-312026-05-13

LOW LOWES COS INC6.0K shares-1.64%2026-03-312026-05-13

V VISA INC4.6K shares1.86%2026-03-312026-05-13

Sponsored

AMAT APPLIED MATLS INC4.0K shares7.33%2026-03-312026-05-13

IVW ISHARES TR11.8K shares-0.76%2026-03-312026-05-13

WMT WALMART INC10.7K shares1.14%2026-03-312026-05-13

COF CAPITAL ONE FINL CORP7.1K shares0.41%2026-03-312026-05-13

RTX RTX CORPORATION6.7K shares3.07%2026-03-312026-05-13

EWJ ISHARES INC15.2K shares-4.85%2026-03-312026-05-13

T AT&T INC44.1K shares0.14%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC1.5K shares4.17%2026-03-312026-05-13

Sponsored

VTI VANGUARD INDEX FDS3.9K sharesnew addition2026-03-312026-05-13

IEMG ISHARES INC17.9K shares-0.94%2026-03-312026-05-13

RGLD ROYAL GOLD INC4.8K shares0.84%2026-03-312026-05-13

SCHB SCHWAB STRATEGIC TR46.5K shares152.92%2026-03-312026-05-13

TDTT FLEXSHARES TR47.8K shares2.14%2026-03-312026-05-13

MCHP MICROCHIP TECHNOLOGY INC.17.5K shares0.58%2026-03-312026-05-13

EFA ISHARES TR10.7K shares-3.38%2026-03-312026-05-13

NFLX NETFLIX INC.10.5K shares4.99%2026-03-312026-05-13

Sponsored

TDTF FLEXSHARES TR41.5K shares4.15%2026-03-312026-05-13

ESS ESSEX PPTY TR INC4.0K shares0.00%2026-03-312026-05-13

CEG CONSTELLATION ENERGY CORP3.5K shares-4.14%2026-03-312026-05-13

IGIB ISHARES TR18.2K shares-0.66%2026-03-312026-05-13

ABT ABBOTT LABORATORIES9.2K shares-3.61%2026-03-312026-05-13

EWU ISHARES TR20.1K shares-1.23%2026-03-312026-05-13

HD HOME DEPOT INC2.8K shares3.76%2026-03-312026-05-13

CMI CUMMINS INC1.6K shares0.63%2026-03-312026-05-13

Sponsored

GEV GE VERNOVA INC930 shares-0.53%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE2.8K shares-0.87%2026-03-312026-05-13

ISRG INTUITIVE SURGICAL INC1.7K shares0.29%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC6.5K shares-4.87%2026-03-312026-05-13

GLW CORNING INC5.6K shares2.74%2026-03-312026-05-13

MAR MARRIOTT INTL INC NEW2.2K shares7.97%2026-03-312026-05-13

MCD MCDONALDS CORP2.2K shares9.15%2026-03-312026-05-13

CAH CARDINAL HEALTH INC3.2K shares4.53%2026-03-312026-05-13

Sponsored

FDX FEDEX CORP1.9K shares4.96%2026-03-312026-05-13

BAC BANK AMERICA CORP13.9K shares0.36%2026-03-312026-05-13

KLAC KLA CORP459 shares8.77%2026-03-312026-05-13

TIP ISHARES TR6.1K shares0.00%2026-03-312026-05-13

ELS EQUITY LIFESTYLE PROPERTIES10.8K shares1.89%2026-03-312026-05-13

BSV VANGUARD BD INDEX FDS8.3K shares0.00%2026-03-312026-05-13

INTC INTEL CORP14.4K shares3.60%2026-03-312026-05-13

DE DEERE & CO1.1K shares-5.02%2026-03-312026-05-13

Sponsored

SPSB SPDR SERIES TRUST20.3K shares0.00%2026-03-312026-05-13

IWM ISHARES TR2.4K shares0.00%2026-03-312026-05-13

CIEN CIENA CORP1.5K shares4.86%2026-03-312026-05-13

DHI D R HORTON INC4.2K shares6.25%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO1.9K shares5.50%2026-03-312026-05-13

KEYS KEYSIGHT TECHNOLOGIES INC2.0K shares0.49%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.6K shares0.00%2026-03-312026-05-13

MS MORGAN STANLEY3.4K shares17.28%2026-03-312026-05-13

Sponsored

SCHA SCHWAB STRATEGIC TR19.2K shares-0.72%2026-03-312026-05-13

MCK MCKESSON CORP640 shares4.07%2026-03-312026-05-13

EMR EMERSON ELEC CO4.2K shares-2.33%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC1.6K shares32.33%2026-03-312026-05-13

DIS DISNEY WALT CO5.5K shares19.20%2026-03-312026-05-13

JIRE J P MORGAN EXCHANGE TRADED F6.9K shares-1.78%2026-03-312026-05-13

PG PROCTER & GAMBLE CO3.6K shares-4.00%2026-03-312026-05-13

CL COLGATE PALMOLIVE CO6.0K shares2.20%2026-03-312026-05-13

Sponsored

UNH UNITEDHEALTH GROUP INC1.9K shares-7.73%2026-03-312026-05-13

UNP UNION PAC CORP2.1K shares3.22%2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.8K shares2.14%2026-03-312026-05-13

PLD PROLOGIS INC.3.7K shares9.35%2026-03-312026-05-13

KO COCA COLA CO6.5K shares11.59%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F9.1K shares-2.46%2026-03-312026-05-13

EWN ISHARES INC8.2K shares0.00%2026-03-312026-05-13

IMSR TERRESTRIAL ENERGY INC76.0K shares0.00%2026-03-312026-05-13

Sponsored

LINDE PLC LINDE PLC902 shares8.41%2026-03-312026-05-13

LQD ISHARES TR4.1K shares-1.80%2026-03-312026-05-13

TRV TRAVELERS COMPANIES INC1.4K shares3.61%2026-03-312026-05-13

INTU INTUIT962 shares6.06%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS1.7K shares9.80%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC8.0K shares-24.46%2026-03-312026-05-13

MA MASTERCARD INCORPORATED799 shares10.36%2026-03-312026-05-13

AMGN AMGEN INC1.1K shares7.18%2026-03-312026-05-13

Sponsored

BK BANK NEW YORK MELLON CORP3.3K shares-2.95%2026-03-312026-05-13

EWQ ISHARES INC8.9K shares-2.74%2026-03-312026-05-13

PH PARKER-HANNIFIN CORP430 shares40.98%2026-03-312026-05-13

TXN TEXAS INSTRS INC2.0K shares2.06%2026-03-312026-05-13

SCHF SCHWAB STRATEGIC TR15.5K shares-1.71%2026-03-312026-05-13

GM GENERAL MTRS CO5.0K shares-0.99%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC1.8K shares33.53%2026-03-312026-05-13

HON HONEYWELL INTL INC1.6K shares-14.87%2026-03-312026-05-13

Sponsored

FITB FIFTH THIRD BANCORP7.7K shares22.61%2026-03-312026-05-13

CW CURTISS WRIGHT CORP513 shares15.28%2026-03-312026-05-13

NEE NEXTERA ENERGY INC3.8K shares-0.66%2026-03-312026-05-13

CSX CSX CORP8.4K shares0.00%2026-03-312026-05-13

BWXT BWX TECHNOLOGIES INC1.7K shares0.00%2026-03-312026-05-13

SHY ISHARES TR4.2K shares-19.42%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC1.0K shares0.00%2026-03-312026-05-13

EWG ISHARES INC8.6K shares-1.29%2026-03-312026-05-13

Sponsored

APD AIR PRODUCTS AND CHEMICALS I1.2K shares0.09%2026-03-312026-05-13

EXC EXELON CORP6.9K shares3.00%2026-03-312026-05-13

CARR CARRIER GLOBAL CORPORATION5.8K shares1.74%2026-03-312026-05-13

O REALTY INCOME CORP5.4K shares-10.95%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS2.1K sharesnew addition2026-03-312026-05-13

DLR DIGITAL RLTY TR INC1.8K shares0.00%2026-03-312026-05-13

SNPS SYNOPSYS INC805 shares1.90%2026-03-312026-05-13

WSM WILLIAMS SONOMA INC1.8K shares12.90%2026-03-312026-05-13

Sponsored

SCHX SCHWAB STRATEGIC TR12.4K shares0.00%2026-03-312026-05-13

BLACKROCK INC BLACKROCK INC328 shares4.13%2026-03-312026-05-13

GILD GILEAD SCIENCES INC2.2K shares-4.35%2026-03-312026-05-13

ROST ROSS STORES INC1.4K shares22.51%2026-03-312026-05-13

SHW SHERWIN WILLIAMS CO932 shares7.75%2026-03-312026-05-13

TMO THERMO FISHER SCIENTIFIC INC603 shares26.15%2026-03-312026-05-13

ALPS ETF TR ALPS ETF TR5.6K shares0.00%2026-03-312026-05-13

SBUX STARBUCKS CORP3.2K shares10.24%2026-03-312026-05-13

Sponsored

XLI SELECT SECTOR SPDR TR1.8K shares-1.11%2026-03-312026-05-13

ADM ARCHER DANIELS MIDLAND CO4.0K shares5.32%2026-03-312026-05-13

CMCSA COMCAST CORP NEW9.9K shares0.00%2026-03-312026-05-13

JBL JABIL INC1.1K shares0.00%2026-03-312026-05-13

ALB ALBEMARLE CORP1.6K shares0.78%2026-03-312026-05-13

AEM AGNICO EAGLE MINES LTD1.4K shares0.00%2026-03-312026-05-13

EMN EASTMAN CHEM CO3.6K shares-4.79%2026-03-312026-05-13

FICO FAIR ISAAC CORP255 shares3.24%2026-03-312026-05-13

Sponsored

ORLY OREILLY AUTOMOTIVE INC2.9K shares9.29%2026-03-312026-05-13

CDNS CADENCE DESIGN SYSTEM INC975 shares11.43%2026-03-312026-05-13

META META PLATFORMS INC459 shares0.88%2026-03-312026-05-13

TOL TOLL BROTHERS INC1.9K shares4.67%2026-03-312026-05-13

TSLA TESLA INC690 shares-79.79%2026-03-312026-05-13

CCJ CAMECO CORP2.4K shares0.00%2026-03-312026-05-13

SCHO SCHWAB STRATEGIC TR10.4K shares0.00%2026-03-312026-05-13

DLN WISDOMTREE TR2.8K shares0.00%2026-03-312026-05-13

Sponsored

THC TENET HEALTHCARE CORP1.3K shares6.10%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO4.0K shares5.93%2026-03-312026-05-13

EWC ISHARES INC4.4K shares-37.04%2026-03-312026-05-13

JCI JOHNSON CONTROLS INTERNATION1.8K shares-5.15%2026-03-312026-05-13

NSC NORFOLK SOUTHN CORP837 shares11.30%2026-03-312026-05-13

PFE PFIZER INC8.6K shares6.21%2026-03-312026-05-13

SPDR SERIES TRUST SPDR SERIES TRUST2.5K shares0.00%2026-03-312026-05-13

GPC GENUINE PARTS CO2.3K shares-4.24%2026-03-312026-05-13

Sponsored

FFC FLAHERTY & CRUMRIN PFD & INM15.4K shares0.00%2026-03-312026-05-13

PEP PEPSICO INC1.5K shares-15.22%2026-03-312026-05-13

LH LABCORP HOLDINGS INC888 shares6.73%2026-03-312026-05-13

CB CHUBB LTD SWITZ715 shares0.00%2026-03-312026-05-13

OTIS OTIS WORLDWIDE CORP3.0K shares1.70%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP1.1K shares-4.46%2026-03-312026-05-13

EWL ISHARES INC3.9K shares0.00%2026-03-312026-05-13

SO SOUTHERN CO2.3K shares11.83%2026-03-312026-05-13

Sponsored

ROK ROCKWELL AUTOMATION INC623 shares-1.58%2026-03-312026-05-13

SLYV SPDR SERIES TRUST2.4K shares0.00%2026-03-312026-05-13

EWD ISHARES INC4.5K shares0.00%2026-03-312026-05-13

KMB KIMBERLY-CLARK CORP2.3K shares-17.85%2026-03-312026-05-13

TLT ISHARES TR2.5K shares0.00%2026-03-312026-05-13

TJX TJX COS INC NEW1.3K sharesnew addition2026-03-312026-05-13

EWA ISHARES INC7.5K shares-6.22%2026-03-312026-05-13

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.0K shares0.00%2026-03-312026-05-13

Sponsored

ECL ECOLAB INC780 sharesnew addition2026-03-312026-05-13

ITW ILLINOIS TOOL WKS INC797 sharesnew addition2026-03-312026-05-13

BKNG BOOKING HOLDINGS INC48 shares6.67%2026-03-312026-05-13

EW EDWARDS LIFESCIENCES CORP2.5K shares-1.96%2026-03-312026-05-13

OMC OMNICOM GROUP INC2.6K shares0.00%2026-03-312026-05-13

SNA SNAP ON INC545 shares0.00%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS331 shares0.00%2026-03-312026-05-13

CVS CVS HEALTH CORP2.7K shares-3.51%2026-03-312026-05-13

Sponsored

PCAR PACCAR INC1.7K shares0.00%2026-03-312026-05-13

TER TERADYNE INC660 sharesnew addition2026-03-312026-05-13

PSX PHILLIPS 661.1K sharesnew addition2026-03-312026-05-13

MTD METTLER TOLEDO INTERNATIONAL154 shares0.00%2026-03-312026-05-13

AMP AMERIPRISE FINL INC436 shares0.00%2026-03-312026-05-13

PII POLARIS INC3.5K shares0.00%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP319 sharesnew addition2026-03-312026-05-13

EIX EDISON INTL2.6K sharesnew addition2026-03-312026-05-13

Sponsored

TSCO TRACTOR SUPPLY CO4.2K shares9.03%2026-03-312026-05-13

AMT AMERICAN TOWER CORP1.1K sharesnew addition2026-03-312026-05-13

RIO RIO TINTO PLC2.0K sharesnew addition2026-03-312026-05-13

AZO AUTOZONE INC55 sharesnew addition2026-03-312026-05-13

AGG

ISHARES TR

2.11%

Shares210.9K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

1.94%

Shares59.2K

Event2026-03-31

Filed2026-05-13

IUSB

ISHARES TR

2.16%

Shares301.8K

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES TR

-1.67%

Shares131.5K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

2.53%

Shares26.0K

Event2026-03-31

Filed2026-05-13

JPST

J P MORGAN EXCHANGE TRADED F

7.13%

Shares172.3K

Event2026-03-31

Filed2026-05-13

GSST

GOLDMAN SACHS ETF TR

2.65%

Shares162.1K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-6.82%

Shares38.5K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

8.10%

Shares18.2K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

2.48%

Shares17.4K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

0.72%

Shares9.1K

Event2026-03-31

Filed2026-05-13

ORCL

ORACLE CORP

0.62%

Shares28.3K

Event2026-03-31

Filed2026-05-13

CWI

SPDR INDEX SHS FDS

-1.27%

Shares108.3K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

5.67%

Shares16.4K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-3.58%

Shares11.1K

Event2026-03-31

Filed2026-05-13

IJS

ISHARES TR

1.18%

Shares25.6K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

-9.02%

Shares6.9K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

0.18%

Shares23.2K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

5.26%

Shares11.5K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

0.27%

Shares2.6K

Event2026-03-31

Filed2026-05-13

IJJ

ISHARES TR

0.32%

Shares19.0K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

-0.56%

Shares35.3K

Event2026-03-31

Filed2026-05-13

JPEM

J P MORGAN EXCHANGE TRADED F

-0.78%

Shares37.2K

Event2026-03-31

Filed2026-05-13

IJT

ISHARES TR

-0.15%

Shares15.0K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

-4.97%

Shares9.6K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

24.18%

Shares2.2K

Event2026-03-31

Filed2026-05-13

IJK

ISHARES TR

-0.65%

Shares19.8K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

9.23%

Shares6.3K

Event2026-03-31

Filed2026-05-13

CAT

CATERPILLAR INC

-1.62%

Shares2.7K

Event2026-03-31

Filed2026-05-13

MDY

STATE STR SPDR S&P MIDCAP 40

-1.12%

Shares2.9K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES TR

-0.43%

Shares8.5K

Event2026-03-31

Filed2026-05-13

CRM

SALESFORCE INC

-0.63%

Shares9.5K

Event2026-03-31

Filed2026-05-13

IWB

ISHARES TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-13

EEM

ISHARES TR

-2.12%

Shares30.0K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

0.94%

Shares2.4K

Event2026-03-31

Filed2026-05-13

ALL

ALLSTATE CORP

2.10%

Shares7.3K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC

3.87%

Shares18.8K

Event2026-03-31

Filed2026-05-13

BND

VANGUARD BD INDEX FDS

New

Shares19.5K

Event2026-03-31

Filed2026-05-13

LOW

LOWES COS INC

-1.64%

Shares6.0K

Event2026-03-31

Filed2026-05-13

VISA INC

1.86%

Shares4.6K

Event2026-03-31

Filed2026-05-13

AMAT

APPLIED MATLS INC

7.33%

Shares4.0K

Event2026-03-31

Filed2026-05-13

IVW

ISHARES TR

-0.76%

Shares11.8K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

1.14%

Shares10.7K

Event2026-03-31

Filed2026-05-13

COF

CAPITAL ONE FINL CORP

0.41%

Shares7.1K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION

3.07%

Shares6.7K

Event2026-03-31

Filed2026-05-13

EWJ

ISHARES INC

-4.85%

Shares15.2K

Event2026-03-31

Filed2026-05-13

AT&T INC

0.14%

Shares44.1K

Event2026-03-31

Filed2026-05-13

GOLDMAN SACHS GROUP INC

4.17%

Shares1.5K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

New

Shares3.9K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

-0.94%

Shares17.9K

Event2026-03-31

Filed2026-05-13

RGLD

ROYAL GOLD INC

0.84%

Shares4.8K

Event2026-03-31

Filed2026-05-13

SCHB

SCHWAB STRATEGIC TR

152.92%

Shares46.5K

Event2026-03-31

Filed2026-05-13

TDTT

FLEXSHARES TR

2.14%

Shares47.8K

Event2026-03-31

Filed2026-05-13

MCHP

MICROCHIP TECHNOLOGY INC.

0.58%

Shares17.5K

Event2026-03-31

Filed2026-05-13

EFA

ISHARES TR

-3.38%

Shares10.7K

Event2026-03-31

Filed2026-05-13

NFLX

NETFLIX INC.

4.99%

Shares10.5K

Event2026-03-31

Filed2026-05-13

TDTF

FLEXSHARES TR

4.15%

Shares41.5K

Event2026-03-31

Filed2026-05-13

ESS

ESSEX PPTY TR INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-13

CEG

CONSTELLATION ENERGY CORP

-4.14%

Shares3.5K

Event2026-03-31

Filed2026-05-13

IGIB

ISHARES TR

-0.66%

Shares18.2K

Event2026-03-31

Filed2026-05-13

ABT

ABBOTT LABORATORIES

-3.61%

Shares9.2K

Event2026-03-31

Filed2026-05-13

EWU

ISHARES TR

-1.23%

Shares20.1K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

3.76%

Shares2.8K

Event2026-03-31

Filed2026-05-13

CMI

CUMMINS INC

0.63%

Shares1.6K

Event2026-03-31

Filed2026-05-13

GEV

GE VERNOVA INC

-0.53%

Shares930

Event2026-03-31

Filed2026-05-13

GE AEROSPACE

-0.87%

Shares2.8K

Event2026-03-31

Filed2026-05-13

ISRG

INTUITIVE SURGICAL INC

0.29%

Shares1.7K

Event2026-03-31

Filed2026-05-13

MERCK & CO INC

-4.87%

Shares6.5K

Event2026-03-31

Filed2026-05-13

GLW

CORNING INC

2.74%

Shares5.6K

Event2026-03-31

Filed2026-05-13

MAR

MARRIOTT INTL INC NEW

7.97%

Shares2.2K

Event2026-03-31

Filed2026-05-13

MCD

MCDONALDS CORP

9.15%

Shares2.2K

Event2026-03-31

Filed2026-05-13

CAH

CARDINAL HEALTH INC

4.53%

Shares3.2K

Event2026-03-31

Filed2026-05-13

FDX

FEDEX CORP

4.96%

Shares1.9K

Event2026-03-31

Filed2026-05-13

BAC

BANK AMERICA CORP

0.36%

Shares13.9K

Event2026-03-31

Filed2026-05-13

KLAC

KLA CORP

8.77%

Shares459

Event2026-03-31

Filed2026-05-13

TIP

ISHARES TR

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-13

ELS

EQUITY LIFESTYLE PROPERTIES

1.89%

Shares10.8K

Event2026-03-31

Filed2026-05-13

BSV

VANGUARD BD INDEX FDS

0.00%

Shares8.3K

Event2026-03-31

Filed2026-05-13

INTC

INTEL CORP

3.60%

Shares14.4K

Event2026-03-31

Filed2026-05-13

DEERE & CO

-5.02%

Shares1.1K

Event2026-03-31

Filed2026-05-13

SPSB

SPDR SERIES TRUST

0.00%

Shares20.3K

Event2026-03-31

Filed2026-05-13

IWM

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-13

CIEN

CIENA CORP

4.86%

Shares1.5K

Event2026-03-31

Filed2026-05-13

DHI

D R HORTON INC

6.25%

Shares4.2K

Event2026-03-31

Filed2026-05-13

AXP

AMERICAN EXPRESS CO

5.50%

Shares1.9K

Event2026-03-31

Filed2026-05-13

KEYS

KEYSIGHT TECHNOLOGIES INC

0.49%

Shares2.0K

Event2026-03-31

Filed2026-05-13

GENERAL DYNAMICS CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-13

MORGAN STANLEY

17.28%

Shares3.4K

Event2026-03-31

Filed2026-05-13

SCHA

SCHWAB STRATEGIC TR

-0.72%

Shares19.2K

Event2026-03-31

Filed2026-05-13

MCK

MCKESSON CORP

4.07%

Shares640

Event2026-03-31

Filed2026-05-13

EMR

EMERSON ELEC CO

-2.33%

Shares4.2K

Event2026-03-31

Filed2026-05-13

MICRON TECHNOLOGY INC

32.33%

Shares1.6K

Event2026-03-31

Filed2026-05-13

DIS

DISNEY WALT CO

19.20%

Shares5.5K

Event2026-03-31

Filed2026-05-13

JIRE

J P MORGAN EXCHANGE TRADED F

-1.78%

Shares6.9K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

-4.00%

Shares3.6K

Event2026-03-31

Filed2026-05-13

COLGATE PALMOLIVE CO

2.20%

Shares6.0K

Event2026-03-31

Filed2026-05-13

UNH

UNITEDHEALTH GROUP INC

-7.73%

Shares1.9K

Event2026-03-31

Filed2026-05-13

UNP

UNION PAC CORP

3.22%

Shares2.1K

Event2026-03-31

Filed2026-05-13

DUKE ENERGY CORP NEW

2.14%

Shares3.8K

Event2026-03-31

Filed2026-05-13

PLD

PROLOGIS INC.

9.35%

Shares3.7K

Event2026-03-31

Filed2026-05-13

COCA COLA CO

11.59%

Shares6.5K

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD INTL EQUITY INDEX F

-2.46%

Shares9.1K

Event2026-03-31

Filed2026-05-13

EWN

ISHARES INC

0.00%

Shares8.2K

Event2026-03-31

Filed2026-05-13

IMSR

TERRESTRIAL ENERGY INC

0.00%

Shares76.0K

Event2026-03-31

Filed2026-05-13

LINDE PLC

8.41%

Shares902

Event2026-03-31

Filed2026-05-13

LQD

ISHARES TR

-1.80%

Shares4.1K

Event2026-03-31

Filed2026-05-13

TRV

TRAVELERS COMPANIES INC

3.61%

Shares1.4K

Event2026-03-31

Filed2026-05-13

INTU

INTUIT

6.06%

Shares962

Event2026-03-31

Filed2026-05-13

IBM

INTERNATIONAL BUSINESS MACHS

9.80%

Shares1.7K

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC

-24.46%

Shares8.0K

Event2026-03-31

Filed2026-05-13

MASTERCARD INCORPORATED

10.36%

Shares799

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

7.18%

Shares1.1K

Event2026-03-31

Filed2026-05-13

BANK NEW YORK MELLON CORP

-2.95%

Shares3.3K

Event2026-03-31

Filed2026-05-13

EWQ

ISHARES INC

-2.74%

Shares8.9K

Event2026-03-31

Filed2026-05-13

PARKER-HANNIFIN CORP

40.98%

Shares430

Event2026-03-31

Filed2026-05-13

TXN

TEXAS INSTRS INC

2.06%

Shares2.0K

Event2026-03-31

Filed2026-05-13

SCHF

SCHWAB STRATEGIC TR

-1.71%

Shares15.5K

Event2026-03-31

Filed2026-05-13

GENERAL MTRS CO

-0.99%

Shares5.0K

Event2026-03-31

Filed2026-05-13

AMD

ADVANCED MICRO DEVICES INC

33.53%

Shares1.8K

Event2026-03-31

Filed2026-05-13

HON

HONEYWELL INTL INC

-14.87%

Shares1.6K

Event2026-03-31

Filed2026-05-13

FITB

FIFTH THIRD BANCORP

22.61%

Shares7.7K

Event2026-03-31

Filed2026-05-13

CURTISS WRIGHT CORP

15.28%

Shares513

Event2026-03-31

Filed2026-05-13

NEE

NEXTERA ENERGY INC

-0.66%

Shares3.8K

Event2026-03-31

Filed2026-05-13

CSX

CSX CORP

0.00%

Shares8.4K

Event2026-03-31

Filed2026-05-13

BWXT

BWX TECHNOLOGIES INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-13

SHY

ISHARES TR

-19.42%

Shares4.2K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-13

EWG

ISHARES INC

-1.29%

Shares8.6K

Event2026-03-31

Filed2026-05-13

APD

AIR PRODUCTS AND CHEMICALS I

0.09%

Shares1.2K

Event2026-03-31

Filed2026-05-13

EXC

EXELON CORP

3.00%

Shares6.9K

Event2026-03-31

Filed2026-05-13

CARR

CARRIER GLOBAL CORPORATION

1.74%

Shares5.8K

Event2026-03-31

Filed2026-05-13

REALTY INCOME CORP

-10.95%

Shares5.4K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

New

Shares2.1K

Event2026-03-31

Filed2026-05-13

DLR

DIGITAL RLTY TR INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-13

SNPS

SYNOPSYS INC

1.90%

Shares805

Event2026-03-31

Filed2026-05-13

WSM

WILLIAMS SONOMA INC

12.90%

Shares1.8K

Event2026-03-31

Filed2026-05-13

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares12.4K

Event2026-03-31

Filed2026-05-13

BLACKROCK INC

4.13%

Shares328

Event2026-03-31

Filed2026-05-13

GILD

GILEAD SCIENCES INC

-4.35%

Shares2.2K

Event2026-03-31

Filed2026-05-13

ROST

ROSS STORES INC

22.51%

Shares1.4K

Event2026-03-31

Filed2026-05-13

SHW

SHERWIN WILLIAMS CO

7.75%

Shares932

Event2026-03-31

Filed2026-05-13

TMO

THERMO FISHER SCIENTIFIC INC

26.15%

Shares603

Event2026-03-31

Filed2026-05-13

ALPS ETF TR

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-13

SBUX

STARBUCKS CORP

10.24%

Shares3.2K

Event2026-03-31

Filed2026-05-13

XLI

SELECT SECTOR SPDR TR

-1.11%

Shares1.8K

Event2026-03-31

Filed2026-05-13

ADM

ARCHER DANIELS MIDLAND CO

5.32%

Shares4.0K

Event2026-03-31

Filed2026-05-13

CMCSA

COMCAST CORP NEW

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-13

JBL

JABIL INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

ALB

ALBEMARLE CORP

0.78%

Shares1.6K

Event2026-03-31

Filed2026-05-13

AEM

AGNICO EAGLE MINES LTD

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-13

EMN

EASTMAN CHEM CO

-4.79%

Shares3.6K

Event2026-03-31

Filed2026-05-13

FICO

FAIR ISAAC CORP

3.24%

Shares255

Event2026-03-31

Filed2026-05-13

ORLY

OREILLY AUTOMOTIVE INC

9.29%

Shares2.9K

Event2026-03-31

Filed2026-05-13

CDNS

CADENCE DESIGN SYSTEM INC

11.43%

Shares975

Event2026-03-31

Filed2026-05-13