Sponsored

The Analysis of Tower View Wealth Management LLC's Holdings & P&L

Currently, Tower View Wealth Management LLC holds 204 types of securities in its portfolio with a total value $194.8M. In the most recent quarter, they have increased their positions in GS (+2.0K shares, valued at $1.7M), UTHR (+2.7K shares, valued at $1.6M), EWY (+12.8K shares, valued at $1.6M); decreased their positions in MMC (-17.0K shares, valued at $3.0M), CARR (-33.2K shares, valued at $1.9M), NVMI (-3.1K shares, valued at $1.4M); initiated new positions in N/A (+7.2K shares, valued at $1.5M), AMD (+6.7K shares, valued at $1.4M), MU (+1.8K shares, valued at $624.3K).

1M P&L

+10.8M+5.68%

3M P&L

-42.3M-17.45%

HY P&L

-29.9M-13.01%

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/A41.7M

24.0%

2Semiconductors28.9M

16.6%

3Drug Manufacturers - General10.7M

6.1%

Top Industries by Stock Count

1N/A59 stocks

31.7%

2Drug Manufacturers - General7 stocks

3.8%

3Semiconductors7 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TSM TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS36.6K shares-4.09%2026-03-312026-04-20

SPYM SPDR SERIES TRUST STATE STREET SPD124.1K shares4.45%2026-03-312026-04-20

NVDA NVIDIA CORPORATION51.4K shares-0.63%2026-03-312026-04-20

LLY ELI LILLY & CO9.7K shares-5.31%2026-03-312026-04-20

VUG VANGUARD INDEX FDS GROWTH ETF17.8K shares0.83%2026-03-312026-04-20

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C25.8K shares-0.14%2026-03-312026-04-20

PWR QUANTA SVCS INC12.9K shares-6.81%2026-03-312026-04-20

MSFT MICROSOFT CORP18.0K shares-2.13%2026-03-312026-04-20

Sponsored

COST COSTCO WHOLESALE CORPORATION6.5K shares-4.75%2026-03-312026-04-20

NVMI NOVA LTD14.3K shares-18.07%2026-03-312026-04-20

AMZN AMAZON COM INC29.7K shares-2.25%2026-03-312026-04-20

V VISA INC CL A18.6K shares-2.72%2026-03-312026-04-20

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A18.5K shares-3.39%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T TR UNIT7.9K shares0.42%2026-03-312026-04-20

GRMN GARMIN LTD SHS21.2K shares-5.43%2026-03-312026-04-20

PH PARKER-HANNIFIN CORP5.4K shares-4.70%2026-03-312026-04-20

Sponsored

PM PHILIP MORRIS INTL INC27.3K shares-9.23%2026-03-312026-04-20

VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF19.7K shares1.37%2026-03-312026-04-20

DRS LEONARDO DRS INC91.4K shares-4.26%2026-03-312026-04-20

MCD MCDONALDS CORP11.6K shares-4.63%2026-03-312026-04-20

EWY ISHARES INC MSCI STH KOR ETF27.8K shares84.55%2026-03-312026-04-20

VBK VANGUARD INDEX FDS SML CP GRW ETF10.0K shares1.73%2026-03-312026-04-20

EATON CORP PLC SHS EATON CORP PLC SHS8.2K shares-2.84%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO9.8K shares1.01%2026-03-312026-04-20

Sponsored

ADI ANALOG DEVICES INC8.9K shares-1.18%2026-03-312026-04-20

BROADCOM INC BROADCOM INC9.1K shares9.29%2026-03-312026-04-20

VOT VANGUARD INDEX FDS MCAP GR IDXVIP10.6K shares2.17%2026-03-312026-04-20

ARM ARM HOLDINGS PLC SPONSORED ADS17.7K shares-12.19%2026-03-312026-04-20

ISRG INTUITIVE SURGICAL INC5.7K shares-3.42%2026-03-312026-04-20

VGT VANGUARD WORLD FD INF TECH ETF3.5K shares1.82%2026-03-312026-04-20

SPOT SPOTIFY TECHNOLOGY S A SHS4.9K shares-3.65%2026-03-312026-04-20

HD HOME DEPOT INC7.2K shares-20.17%2026-03-312026-04-20

Sponsored

APH AMPHENOL CORP CL A17.0K shares-1.72%2026-03-312026-04-20

GS GOLDMAN SACHS GROUP INC2.1K shares2200.00%2026-03-312026-04-20

MMC MARSH & MCLENNAN COS INC10.0K shares-63.02%2026-03-312026-04-20

UTHR UNITED THERAPEUTICS CORP DEL2.7K shares3544.00%2026-03-312026-04-20

NFLX NETFLIX INC.16.2K shares0.07%2026-03-312026-04-20

LAM RESEARCH CORP LAM RESEARCH CORP7.2K sharesnew addition2026-03-312026-04-20

CSCO CISCO SYS INC18.8K shares14.74%2026-03-312026-04-20

WMT WALMART INC11.4K shares24.79%2026-03-312026-04-20

Sponsored

AMD ADVANCED MICRO DEVICES INC6.7K sharesnew addition2026-03-312026-04-20

ABBV ABBVIE INC5.9K shares19.77%2026-03-312026-04-20

BIDU BAIDU INC SPON ADR REP A11.5K shares9.85%2026-03-312026-04-20

ORCL ORACLE CORP8.1K shares-0.15%2026-03-312026-04-20

UNP UNION PAC CORP4.5K shares-18.63%2026-03-312026-04-20

PEP PEPSICO INC4.9K shares-28.52%2026-03-312026-04-20

VANGUARD INDEX FDS S&P 500 ETF SHS VANGUARD INDEX FDS S&P 500 ETF SHS1.2K shares-0.25%2026-03-312026-04-20

CARR CARRIER GLOBAL CORPORATION11.5K shares-74.24%2026-03-312026-04-20

Sponsored

MU MICRON TECHNOLOGY INC1.8K sharesnew addition2026-03-312026-04-20

VYM VANGUARD WHITEHALL FDS HIGH DIV YLD4.0K shares8.51%2026-03-312026-04-20

MDY STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP949 shares-0.42%2026-03-312026-04-20

XOM EXXON MOBIL CORP2.6K shares31.52%2026-03-312026-04-20

VO VANGUARD INDEX FDS MID CAP ETF1.4K shares-0.07%2026-03-312026-04-20

BRX BRIXMOR PPTY GROUP INC13.7K shares-36.15%2026-03-312026-04-20

MA MASTERCARD INCORPORATED CL A777 shares7.32%2026-03-312026-04-20

MGEE MGE ENERGY INC4.4K shares-13.01%2026-03-312026-04-20

Sponsored

VDC VANGUARD WORLD FD CONSUM STP ETF1.5K shares-8.75%2026-03-312026-04-20

PG PROCTER & GAMBLE CO2.1K shares-47.51%2026-03-312026-04-20

NEE NEXTERA ENERGY INC2.6K shares3.99%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON977 shares17.15%2026-03-312026-04-20

NI NISOURCE INC4.5K sharesnew addition2026-03-312026-04-20

CAT CATERPILLAR INC299 shares12.83%2026-03-312026-04-20

BLACKROCK INC BLACKROCK INC200 shares0.00%2026-03-312026-04-20

SCHW SCHWAB CHARLES CORP2.0K shares0.00%2026-03-312026-04-20

Sponsored

VTI VANGUARD INDEX FDS TOTAL STK MKT553 shares3.75%2026-03-312026-04-20

SYK STRYKER CORPORATION537 shares0.19%2026-03-312026-04-20

BMY BRISTOL-MYERS SQUIBB CO2.8K shares0.93%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC1.4K shares0.73%2026-03-312026-04-20

DIS DISNEY WALT CO1.6K shares0.62%2026-03-312026-04-20

CME CME GROUP INC494 shares0.00%2026-03-312026-04-20

IRM IRON MTN INC DEL1.3K shares1.08%2026-03-312026-04-20

PSX PHILLIPS 66709 shares25.49%2026-03-312026-04-20

Sponsored

GWW WW GRAINGER INC112 shares5.66%2026-03-312026-04-20

KKR & CO INC KKR & CO INC1.3K shares0.24%2026-03-312026-04-20

CG CARLYLE GROUP INC2.3K shares0.66%2026-03-312026-04-20

SHY ISHARES TR 1 3 YR TREAS BD1.3K shares11.45%2026-03-312026-04-20

CVX CHEVRON CORPORATION489 shares560.81%2026-03-312026-04-20

VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD1.2K shares-17.99%2026-03-312026-04-20

IWV ISHARES TR RUSSELL 3000 ETF240 shares0.00%2026-03-312026-04-20

MDYV SPDR SERIES TRUST STATE STREET SPD988 shares0.41%2026-03-312026-04-20

Sponsored

WTRG ESSENTIAL UTILS INC2.1K shares0.88%2026-03-312026-04-20

TSLA TESLA INC220 shares0.00%2026-03-312026-04-20

WM WASTE MGMT INC DEL323 shares0.31%2026-03-312026-04-20

FAST FASTENAL CO1.6K shares0.52%2026-03-312026-04-20

MO ALTRIA GROUP INC1.1K shares1.81%2026-03-312026-04-20

IGM ISHARES TR EXPND TEC SC ETF565 sharesnew addition2026-03-312026-04-20

COP CONOCOPHILLIPS492 shares0.61%2026-03-312026-04-20

SYY SYSCO CORP900 sharesnew addition2026-03-312026-04-20

Sponsored

ON ON SEMICONDUCTOR CORP1.0K shares0.00%2026-03-312026-04-20

ITW ILLINOIS TOOL WKS INC226 shares0.89%2026-03-312026-04-20

MGV VANGUARD WORLD FD MEGA CAP VAL ETF400 sharesnew addition2026-03-312026-04-20

PEG PUBLIC SVC ENTERPRISE GROUP689 shares0.88%2026-03-312026-04-20

TMO THERMO FISHER SCIENTIFIC INC112 shares-8.94%2026-03-312026-04-20

XEL XCEL ENERGY INC635 shares0.63%2026-03-312026-04-20

BLACKSTONE INC BLACKSTONE INC412 shares1.23%2026-03-312026-04-20

XLP SELECT SECTOR SPDR TR STATE STREET CON567 shares0.53%2026-03-312026-04-20

Sponsored

ETR ENTERGY CORP NEW413 shares0.00%2026-03-312026-04-20

VPU VANGUARD WORLD FD UTILITIES ETF232 shares186.42%2026-03-312026-04-20

MDLZ MONDELEZ INTL INC CL A757 shares0.93%2026-03-312026-04-20

VB VANGUARD INDEX FDS SMALL CP ETF157 shares0.64%2026-03-312026-04-20

DHR DANAHER CORP DEL214 shares-6.14%2026-03-312026-04-20

DRTS ALPHA TAU MEDICAL LTD ORDINARY SHARES5.6K shares0.00%2026-03-312026-04-20

VBR VANGUARD INDEX FDS SM CP VAL ETF171 sharesnew addition2026-03-312026-04-20

VNQ VANGUARD INDEX FDS REAL ESTATE ETF399 shares320.00%2026-03-312026-04-20

Sponsored

PFE PFIZER INC1.2K shares1.56%2026-03-312026-04-20

T AT&T INC1.1K shares0.99%2026-03-312026-04-20

IWM ISHARES TR RUSSELL 2000 ETF128 sharesnew addition2026-03-312026-04-20

SDY SPDR SERIES TRUST STATE STREET SPD216 shares0.47%2026-03-312026-04-20

OSK OSHKOSH CORP200 sharesnew addition2026-03-312026-04-20

LHX L3HARRIS TECHNOLOGIES INC85 sharesnew addition2026-03-312026-04-20

AMGN AMGEN INC82 shares331.58%2026-03-312026-04-20

IVV ISHARES TR CORE S&P500 ETF44 shares0.00%2026-03-312026-04-20

Sponsored

XLK SELECT SECTOR SPDR TR STATE STREET TEC208 shares-1.42%2026-03-312026-04-20

BND VANGUARD BD INDEX FDS TOTAL BND MRKT368 shares0.55%2026-03-312026-04-20

IWF ISHARES TR RUS 1000 GRW ETF59 shares0.00%2026-03-312026-04-20

FNDB SCHWAB STRATEGIC TR FUNDAMENTAL US B903 shares-11.03%2026-03-312026-04-20

CWT CALIFORNIA WTR SVC GROUP535 shares0.75%2026-03-312026-04-20

EWL ISHARES INC MSCI SWITZERLAND383 shares0.00%2026-03-312026-04-20

EWC ISHARES INC MSCI CDA ETF400 sharesnew addition2026-03-312026-04-20

SCHO SCHWAB STRATEGIC TR SHT TM US TRES898 shares0.67%2026-03-312026-04-20

Sponsored

CCJ CAMECO CORP200 sharesnew addition2026-03-312026-04-20

XLY SELECT SECTOR SPDR TR STATE STREET CON196 shares0.51%2026-03-312026-04-20

BSV VANGUARD BD INDEX FDS SHORT TRM BOND260 shares-82.68%2026-03-312026-04-20

CALX CALIX INC400 shares0.00%2026-03-312026-04-20

VHT VANGUARD WORLD FD HEALTH CAR ETF69 shares0.00%2026-03-312026-04-20

LOW LOWES COS INC80 shares566.67%2026-03-312026-04-20

SO SOUTHERN CO196 shares1.03%2026-03-312026-04-20

SPDW SPDR INDEX SHS FDS STATE STREET SPD396 shares0.00%2026-03-312026-04-20

Sponsored

VXUS VANGUARD STAR FDS VG TL INTL STK F232 sharesnew addition2026-03-312026-04-20

SSD SIMPSON MFG INC103 shares0.00%2026-03-312026-04-20

F FORD MTR CO1.5K shares1.13%2026-03-312026-04-20

SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ563 shares0.72%2026-03-312026-04-20

IEFA ISHARES TR CORE MSCI EAFE183 shares0.00%2026-03-312026-04-20

VOE VANGUARD INDEX FDS MCAP VL IDXVIP87 shares0.00%2026-03-312026-04-20

CMG CHIPOTLE MEXICAN GRILL INC500 shares0.00%2026-03-312026-04-20

EWU ISHARES TR MSCI UK ETF NEW346 shares0.00%2026-03-312026-04-20

Sponsored

CRWV COREWEAVE INC CL A200 shares0.00%2026-03-312026-04-20

DGRO ISHARES TR CORE DIV GRWTH220 shares0.00%2026-03-312026-04-20

LINDE PLC SHS LINDE PLC SHS25 sharesnew addition2026-03-312026-04-20

ZBH ZIMMER BIOMET HOLDINGS INC130 shares0.00%2026-03-312026-04-20

VTV VANGUARD INDEX FDS VALUE ETF59 shares-10.61%2026-03-312026-04-20

EWS ISHARES INC MSCI SINGPOR ETF401 shares0.00%2026-03-312026-04-20

HON HONEYWELL INTL INC49 sharesnew addition2026-03-312026-04-20

CMCSA COMCAST CORP NEW CL A379 shares1.07%2026-03-312026-04-20

Sponsored

ECL ECOLAB INC40 sharesnew addition2026-03-312026-04-20

QUS SPDR SERIES TRUST STATE STREET SPD61 shares0.00%2026-03-312026-04-20

KLAC KLA CORP7 shares0.00%2026-03-312026-04-20

CEG CONSTELLATION ENERGY CORP35 shares0.00%2026-03-312026-04-20

IWS ISHARES TR RUS MDCP VAL ETF61 shares0.00%2026-03-312026-04-20

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP25 sharesnew addition2026-03-312026-04-20

KDP KEURIG DR PEPPER INC322 shares0.63%2026-03-312026-04-20

VRSK VERISK ANALYTICS INC44 shares0.00%2026-03-312026-04-20

Sponsored

EMR EMERSON ELEC CO63 sharesnew addition2026-03-312026-04-20

SPTM SPDR SERIES TRUST STATE STREET SPD102 shares0.00%2026-03-312026-04-20

SCHE SCHWAB STRATEGIC TR EMRG MKTEQ ETF239 shares0.00%2026-03-312026-04-20

SCHB SCHWAB STRATEGIC TR US BRD MKT ETF313 shares0.32%2026-03-312026-04-20

XLF SELECT SECTOR SPDR TR STATE STREET FIN154 shares0.00%2026-03-312026-04-20

XLC SELECT SECTOR SPDR TR STATE STREET COM68 shares0.00%2026-03-312026-04-20

WMB WILLIAMS COS INC97 shares1.04%2026-03-312026-04-20

EXC EXELON CORP142 shares1.43%2026-03-312026-04-20

Sponsored

ORLY OREILLY AUTOMOTIVE INC75 shares0.00%2026-03-312026-04-20

SPGI S&P GLOBAL INC16 sharesnew addition2026-03-312026-04-20

IBKR INTERACTIVE BROKERS GROUP IN CL A100 sharesnew addition2026-03-312026-04-20

HUBS HUBSPOT INC27 shares0.00%2026-03-312026-04-20

THE CIGNA GROUP THE CIGNA GROUP24 shares0.00%2026-03-312026-04-20

FTEC FIDELITY COVINGTON TRUST MSCI INFO TECH I30 shares0.00%2026-03-312026-04-20

UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW103 shares0.00%2026-03-312026-04-20

NKE NIKE INC CL B110 shares-26.67%2026-03-312026-04-20

Sponsored

VEA VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT88 shares0.00%2026-03-312026-04-20

AFL AFLAC INC50 sharesnew addition2026-03-312026-04-20

CAH CARDINAL HEALTH INC25 shares0.00%2026-03-312026-04-20

BIIB BIOGEN INC29 shares0.00%2026-03-312026-04-20

PSTG EVERPURE INC CL A90 shares0.00%2026-03-312026-04-20

FLAU FRANKLIN TEMPLETON ETF TR FTSE AUSTRALIA161 shares0.00%2026-03-312026-04-20

WRB BERKLEY W R CORP76 sharesnew addition2026-03-312026-04-20

ZWS ZURN ELKAY WATER SOLNS CORP108 sharesnew addition2026-03-312026-04-20

Sponsored

TDY TELEDYNE TECHNOLOGIES INC8 sharesnew addition2026-03-312026-04-20

LPLA LPL FINL HLDGS INC16 sharesnew addition2026-03-312026-04-20

ESGV VANGUARD WORLD FD ESG US STK ETF42 shares0.00%2026-03-312026-04-20

SLYV SPDR SERIES TRUST STATE STREET SPD50 shares2.04%2026-03-312026-04-20

AFRM AFFIRM HLDGS INC CL A100 shares0.00%2026-03-312026-04-20

OTIS OTIS WORLDWIDE CORP59 shares0.00%2026-03-312026-04-20

NDSN NORDSON CORP17 sharesnew addition2026-03-312026-04-20

ALLE ALLEGION PLC ORD SHS31 sharesnew addition2026-03-312026-04-20

Sponsored

ULS UL SOLUTIONS INC CLASS A COM SHS52 sharesnew addition2026-03-312026-04-20

NOW SERVICENOW INC40 shares0.00%2026-03-312026-04-20

ROL ROLLINS INC78 sharesnew addition2026-03-312026-04-20

ETSY ETSY INC65 shares0.00%2026-03-312026-04-20

BJ BJS WHSL CLUB HLDGS INC33 sharesnew addition2026-03-312026-04-20

IONQ IONQ INC100 shares0.00%2026-03-312026-04-20

GEV GE VERNOVA INC3 shares0.00%2026-03-312026-04-20

VIS VANGUARD WORLD FD INDUSTRIAL ETF8 shares0.00%2026-03-312026-04-20

Sponsored

JOBY JOBY AVIATION INC COMMON STOCK300 shares0.00%2026-03-312026-04-20

TYL TYLER TECHNOLOGIES INC7 shares0.00%2026-03-312026-04-20

ACHR ARCHER AVIATION INC CL A400 shares0.00%2026-03-312026-04-20

QBTS D-WAVE QUANTUM INC100 shares0.00%2026-03-312026-04-20

RGTI RIGETTI COMPUTING INC100 shares0.00%2026-03-312026-04-20

ALLIANCE LAUNDRY HLDGS INC ALLIANCE LAUNDRY HLDGS INC40 shares0.00%2026-03-312026-04-20

VERSANT MEDIA GROUP INC CL A VERSANT MEDIA GROUP INC CL A14 sharesnew addition2026-03-312026-04-20

TIGO MILLICOM INTL CELLULAR S A STK23 shares0.00%2026-03-312026-04-20

Sponsored

CRON CRONOS GROUP INC100 shares0.00%2026-03-312026-04-20

LUCID GROUP INC LUCID GROUP INC10 shares0.00%2026-03-312026-04-20

WBD WARNER BROS DISCOVERY INC SER A3 shares0.00%2026-03-312026-04-20

CANOPY GROWTH CORPORATION CANOPY GROWTH CORPORATION2 shares0.00%2026-03-312026-04-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS

-4.09%

Shares36.6K

Event2026-03-31

Filed2026-04-20

SPYM

SPDR SERIES TRUST STATE STREET SPD

4.45%

Shares124.1K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

-0.63%

Shares51.4K

Event2026-03-31

Filed2026-04-20

LLY

ELI LILLY & CO

-5.31%

Shares9.7K

Event2026-03-31

Filed2026-04-20

VUG

VANGUARD INDEX FDS GROWTH ETF

0.83%

Shares17.8K

Event2026-03-31

Filed2026-04-20

ALPHABET INC CAP STK CL C

-0.14%

Shares25.8K

Event2026-03-31

Filed2026-04-20

PWR

QUANTA SVCS INC

-6.81%

Shares12.9K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

-2.13%

Shares18.0K

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHOLESALE CORPORATION

-4.75%

Shares6.5K

Event2026-03-31

Filed2026-04-20

NVMI

NOVA LTD

-18.07%

Shares14.3K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

-2.25%

Shares29.7K

Event2026-03-31

Filed2026-04-20

VISA INC CL A

-2.72%

Shares18.6K

Event2026-03-31

Filed2026-04-20

ALPHABET INC CAP STK CL A

-3.39%

Shares18.5K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T TR UNIT

0.42%

Shares7.9K

Event2026-03-31

Filed2026-04-20

GRMN

GARMIN LTD SHS

-5.43%

Shares21.2K

Event2026-03-31

Filed2026-04-20

PARKER-HANNIFIN CORP

-4.70%

Shares5.4K

Event2026-03-31

Filed2026-04-20

PHILIP MORRIS INTL INC

-9.23%

Shares27.3K

Event2026-03-31

Filed2026-04-20

VIG

VANGUARD SPECIALIZED FUNDS DIV APP ETF

1.37%

Shares19.7K

Event2026-03-31

Filed2026-04-20

DRS

LEONARDO DRS INC

-4.26%

Shares91.4K

Event2026-03-31

Filed2026-04-20

MCD

MCDONALDS CORP

-4.63%

Shares11.6K

Event2026-03-31

Filed2026-04-20

EWY

ISHARES INC MSCI STH KOR ETF

84.55%

Shares27.8K

Event2026-03-31

Filed2026-04-20

VBK

VANGUARD INDEX FDS SML CP GRW ETF

1.73%

Shares10.0K

Event2026-03-31

Filed2026-04-20

EATON CORP PLC SHS

-2.84%

Shares8.2K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

1.01%

Shares9.8K

Event2026-03-31

Filed2026-04-20

ADI

ANALOG DEVICES INC

-1.18%

Shares8.9K

Event2026-03-31

Filed2026-04-20

BROADCOM INC

9.29%

Shares9.1K

Event2026-03-31

Filed2026-04-20

VOT

VANGUARD INDEX FDS MCAP GR IDXVIP

2.17%

Shares10.6K

Event2026-03-31

Filed2026-04-20

ARM

ARM HOLDINGS PLC SPONSORED ADS

-12.19%

Shares17.7K

Event2026-03-31

Filed2026-04-20

ISRG

INTUITIVE SURGICAL INC

-3.42%

Shares5.7K

Event2026-03-31

Filed2026-04-20

VGT

VANGUARD WORLD FD INF TECH ETF

1.82%

Shares3.5K

Event2026-03-31

Filed2026-04-20

SPOT

SPOTIFY TECHNOLOGY S A SHS

-3.65%

Shares4.9K

Event2026-03-31

Filed2026-04-20

HOME DEPOT INC

-20.17%

Shares7.2K

Event2026-03-31

Filed2026-04-20

APH

AMPHENOL CORP CL A

-1.72%

Shares17.0K

Event2026-03-31

Filed2026-04-20

GOLDMAN SACHS GROUP INC

2200.00%

Shares2.1K

Event2026-03-31

Filed2026-04-20

MMC

MARSH & MCLENNAN COS INC

-63.02%

Shares10.0K

Event2026-03-31

Filed2026-04-20

UTHR

UNITED THERAPEUTICS CORP DEL

3544.00%

Shares2.7K

Event2026-03-31

Filed2026-04-20

NFLX

NETFLIX INC.

0.07%

Shares16.2K

Event2026-03-31

Filed2026-04-20

LAM RESEARCH CORP

New

Shares7.2K

Event2026-03-31

Filed2026-04-20

CSCO

CISCO SYS INC

14.74%

Shares18.8K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

24.79%

Shares11.4K

Event2026-03-31

Filed2026-04-20

AMD

ADVANCED MICRO DEVICES INC

New

Shares6.7K

Event2026-03-31

Filed2026-04-20

ABBV

ABBVIE INC

19.77%

Shares5.9K

Event2026-03-31

Filed2026-04-20

BIDU

BAIDU INC SPON ADR REP A

9.85%

Shares11.5K

Event2026-03-31

Filed2026-04-20

ORCL

ORACLE CORP

-0.15%

Shares8.1K

Event2026-03-31

Filed2026-04-20

UNP

UNION PAC CORP

-18.63%

Shares4.5K

Event2026-03-31

Filed2026-04-20

PEP

PEPSICO INC

-28.52%

Shares4.9K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS S&P 500 ETF SHS

-0.25%

Shares1.2K

Event2026-03-31

Filed2026-04-20

CARR

CARRIER GLOBAL CORPORATION

-74.24%

Shares11.5K

Event2026-03-31

Filed2026-04-20

MICRON TECHNOLOGY INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-20

VYM

VANGUARD WHITEHALL FDS HIGH DIV YLD

8.51%

Shares4.0K

Event2026-03-31

Filed2026-04-20

MDY

STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP

-0.42%

Shares949

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

31.52%

Shares2.6K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS MID CAP ETF

-0.07%

Shares1.4K

Event2026-03-31

Filed2026-04-20

BRX

BRIXMOR PPTY GROUP INC

-36.15%

Shares13.7K

Event2026-03-31

Filed2026-04-20

MASTERCARD INCORPORATED CL A

7.32%

Shares777

Event2026-03-31

Filed2026-04-20

MGEE

MGE ENERGY INC

-13.01%

Shares4.4K

Event2026-03-31

Filed2026-04-20

VDC

VANGUARD WORLD FD CONSUM STP ETF

-8.75%

Shares1.5K

Event2026-03-31

Filed2026-04-20

PROCTER & GAMBLE CO

-47.51%

Shares2.1K

Event2026-03-31

Filed2026-04-20

NEE

NEXTERA ENERGY INC

3.99%

Shares2.6K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

17.15%

Shares977

Event2026-03-31

Filed2026-04-20

NISOURCE INC

New

Shares4.5K

Event2026-03-31

Filed2026-04-20

CAT

CATERPILLAR INC

12.83%

Shares299

Event2026-03-31

Filed2026-04-20

BLACKROCK INC

0.00%

Shares200

Event2026-03-31

Filed2026-04-20

SCHW

SCHWAB CHARLES CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-20

VTI

VANGUARD INDEX FDS TOTAL STK MKT

3.75%

Shares553

Event2026-03-31

Filed2026-04-20

SYK

STRYKER CORPORATION

0.19%

Shares537

Event2026-03-31

Filed2026-04-20

BMY

BRISTOL-MYERS SQUIBB CO

0.93%

Shares2.8K

Event2026-03-31

Filed2026-04-20

MERCK & CO INC

0.73%

Shares1.4K

Event2026-03-31

Filed2026-04-20

DIS

DISNEY WALT CO

0.62%

Shares1.6K

Event2026-03-31

Filed2026-04-20

CME

CME GROUP INC

0.00%

Shares494

Event2026-03-31

Filed2026-04-20

IRM

IRON MTN INC DEL

1.08%

Shares1.3K

Event2026-03-31

Filed2026-04-20

PSX

PHILLIPS 66

25.49%

Shares709

Event2026-03-31

Filed2026-04-20

GWW

WW GRAINGER INC

5.66%

Shares112

Event2026-03-31

Filed2026-04-20

KKR & CO INC

0.24%

Shares1.3K

Event2026-03-31

Filed2026-04-20

CARLYLE GROUP INC

0.66%

Shares2.3K

Event2026-03-31

Filed2026-04-20

SHY

ISHARES TR 1 3 YR TREAS BD

11.45%

Shares1.3K

Event2026-03-31

Filed2026-04-20

CVX

CHEVRON CORPORATION

560.81%

Shares489

Event2026-03-31

Filed2026-04-20

VCSH

VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD

-17.99%

Shares1.2K

Event2026-03-31

Filed2026-04-20

IWV

ISHARES TR RUSSELL 3000 ETF

0.00%

Shares240

Event2026-03-31

Filed2026-04-20

MDYV

SPDR SERIES TRUST STATE STREET SPD

0.41%

Shares988

Event2026-03-31

Filed2026-04-20

WTRG

ESSENTIAL UTILS INC

0.88%

Shares2.1K

Event2026-03-31

Filed2026-04-20

TSLA

TESLA INC

0.00%

Shares220

Event2026-03-31

Filed2026-04-20

WASTE MGMT INC DEL

0.31%

Shares323

Event2026-03-31

Filed2026-04-20

FAST

FASTENAL CO

0.52%

Shares1.6K

Event2026-03-31

Filed2026-04-20

ALTRIA GROUP INC

1.81%

Shares1.1K

Event2026-03-31

Filed2026-04-20

IGM

ISHARES TR EXPND TEC SC ETF

New

Shares565

Event2026-03-31

Filed2026-04-20

COP

CONOCOPHILLIPS

0.61%

Shares492

Event2026-03-31

Filed2026-04-20

SYY

SYSCO CORP

New

Shares900

Event2026-03-31

Filed2026-04-20

ON SEMICONDUCTOR CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-20

ITW

ILLINOIS TOOL WKS INC

0.89%

Shares226

Event2026-03-31

Filed2026-04-20

MGV

VANGUARD WORLD FD MEGA CAP VAL ETF

New

Shares400

Event2026-03-31

Filed2026-04-20

PEG

PUBLIC SVC ENTERPRISE GROUP

0.88%

Shares689

Event2026-03-31

Filed2026-04-20

TMO

THERMO FISHER SCIENTIFIC INC

-8.94%

Shares112

Event2026-03-31

Filed2026-04-20

XEL

XCEL ENERGY INC

0.63%

Shares635

Event2026-03-31

Filed2026-04-20

BLACKSTONE INC

1.23%

Shares412

Event2026-03-31

Filed2026-04-20

XLP

SELECT SECTOR SPDR TR STATE STREET CON

0.53%

Shares567

Event2026-03-31

Filed2026-04-20

ETR

ENTERGY CORP NEW

0.00%

Shares413

Event2026-03-31

Filed2026-04-20

VPU

VANGUARD WORLD FD UTILITIES ETF

186.42%

Shares232

Event2026-03-31

Filed2026-04-20

MDLZ

MONDELEZ INTL INC CL A

0.93%

Shares757

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS SMALL CP ETF

0.64%

Shares157

Event2026-03-31

Filed2026-04-20

DHR

DANAHER CORP DEL

-6.14%

Shares214

Event2026-03-31

Filed2026-04-20

DRTS

ALPHA TAU MEDICAL LTD ORDINARY SHARES

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-20

VBR

VANGUARD INDEX FDS SM CP VAL ETF

New

Shares171

Event2026-03-31

Filed2026-04-20

VNQ

VANGUARD INDEX FDS REAL ESTATE ETF

320.00%

Shares399

Event2026-03-31

Filed2026-04-20

PFE

PFIZER INC

1.56%

Shares1.2K

Event2026-03-31

Filed2026-04-20

AT&T INC

0.99%

Shares1.1K

Event2026-03-31

Filed2026-04-20

IWM

ISHARES TR RUSSELL 2000 ETF

New

Shares128

Event2026-03-31

Filed2026-04-20

SDY

SPDR SERIES TRUST STATE STREET SPD

0.47%

Shares216

Event2026-03-31

Filed2026-04-20

OSK

OSHKOSH CORP

New

Shares200

Event2026-03-31

Filed2026-04-20

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares85

Event2026-03-31

Filed2026-04-20

AMGN

AMGEN INC

331.58%

Shares82

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR CORE S&P500 ETF

0.00%

Shares44

Event2026-03-31

Filed2026-04-20

XLK

SELECT SECTOR SPDR TR STATE STREET TEC

-1.42%

Shares208

Event2026-03-31

Filed2026-04-20

BND

VANGUARD BD INDEX FDS TOTAL BND MRKT

0.55%

Shares368

Event2026-03-31

Filed2026-04-20

IWF

ISHARES TR RUS 1000 GRW ETF

0.00%

Shares59

Event2026-03-31

Filed2026-04-20

FNDB

SCHWAB STRATEGIC TR FUNDAMENTAL US B

-11.03%

Shares903

Event2026-03-31

Filed2026-04-20

CWT

CALIFORNIA WTR SVC GROUP

0.75%

Shares535

Event2026-03-31

Filed2026-04-20

EWL

ISHARES INC MSCI SWITZERLAND

0.00%

Shares383

Event2026-03-31

Filed2026-04-20

EWC

ISHARES INC MSCI CDA ETF

New

Shares400

Event2026-03-31

Filed2026-04-20

SCHO

SCHWAB STRATEGIC TR SHT TM US TRES

0.67%

Shares898

Event2026-03-31

Filed2026-04-20

CCJ

CAMECO CORP

New

Shares200

Event2026-03-31

Filed2026-04-20

XLY

SELECT SECTOR SPDR TR STATE STREET CON

0.51%

Shares196

Event2026-03-31

Filed2026-04-20

BSV

VANGUARD BD INDEX FDS SHORT TRM BOND

-82.68%

Shares260

Event2026-03-31

Filed2026-04-20

CALX

CALIX INC

0.00%

Shares400

Event2026-03-31

Filed2026-04-20

VHT

VANGUARD WORLD FD HEALTH CAR ETF

0.00%

Shares69

Event2026-03-31

Filed2026-04-20

LOW

LOWES COS INC

566.67%

Shares80

Event2026-03-31

Filed2026-04-20

SOUTHERN CO

1.03%

Shares196

Event2026-03-31

Filed2026-04-20

SPDW

SPDR INDEX SHS FDS STATE STREET SPD

0.00%

Shares396

Event2026-03-31

Filed2026-04-20

VXUS

VANGUARD STAR FDS VG TL INTL STK F

New

Shares232

Event2026-03-31

Filed2026-04-20

SSD

SIMPSON MFG INC

0.00%

Shares103

Event2026-03-31

Filed2026-04-20

FORD MTR CO

1.13%

Shares1.5K

Event2026-03-31

Filed2026-04-20

SCHD

SCHWAB STRATEGIC TR US DIVIDEND EQ

0.72%

Shares563

Event2026-03-31

Filed2026-04-20

IEFA

ISHARES TR CORE MSCI EAFE

0.00%

Shares183

Event2026-03-31

Filed2026-04-20

VOE

VANGUARD INDEX FDS MCAP VL IDXVIP

0.00%

Shares87

Event2026-03-31

Filed2026-04-20

CMG

CHIPOTLE MEXICAN GRILL INC

0.00%

Shares500

Event2026-03-31

Filed2026-04-20

EWU

ISHARES TR MSCI UK ETF NEW

0.00%

Shares346

Event2026-03-31

Filed2026-04-20

CRWV

COREWEAVE INC CL A

0.00%

Shares200

Event2026-03-31

Filed2026-04-20

DGRO

ISHARES TR CORE DIV GRWTH

0.00%

Shares220

Event2026-03-31

Filed2026-04-20

LINDE PLC SHS

New

Shares25

Event2026-03-31

Filed2026-04-20

ZBH

ZIMMER BIOMET HOLDINGS INC

0.00%

Shares130

Event2026-03-31

Filed2026-04-20

VTV

VANGUARD INDEX FDS VALUE ETF

-10.61%

Shares59

Event2026-03-31

Filed2026-04-20

EWS

ISHARES INC MSCI SINGPOR ETF

0.00%

Shares401

Event2026-03-31

Filed2026-04-20

HON

HONEYWELL INTL INC

New

Shares49

Event2026-03-31

Filed2026-04-20

CMCSA

COMCAST CORP NEW CL A

1.07%

Shares379

Event2026-03-31

Filed2026-04-20

ECL

ECOLAB INC

New

Shares40

Event2026-03-31

Filed2026-04-20

QUS

SPDR SERIES TRUST STATE STREET SPD

0.00%

Shares61

Event2026-03-31

Filed2026-04-20

KLAC

KLA CORP

0.00%

Shares7

Event2026-03-31

Filed2026-04-20

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares35

Event2026-03-31

Filed2026-04-20

IWS

ISHARES TR RUS MDCP VAL ETF

0.00%

Shares61

Event2026-03-31

Filed2026-04-20

GENERAL DYNAMICS CORP

New

Shares25

Event2026-03-31

Filed2026-04-20

KDP

KEURIG DR PEPPER INC

0.63%

Shares322

Event2026-03-31

Filed2026-04-20

VRSK

VERISK ANALYTICS INC

0.00%

Shares44

Event2026-03-31

Filed2026-04-20

EMR

EMERSON ELEC CO

New

Shares63

Event2026-03-31

Filed2026-04-20

SPTM

SPDR SERIES TRUST STATE STREET SPD

0.00%

Shares102

Event2026-03-31

Filed2026-04-20

SCHE

SCHWAB STRATEGIC TR EMRG MKTEQ ETF

0.00%

Shares239

Event2026-03-31

Filed2026-04-20

SCHB

SCHWAB STRATEGIC TR US BRD MKT ETF

0.32%

Shares313

Event2026-03-31

Filed2026-04-20

XLF

SELECT SECTOR SPDR TR STATE STREET FIN

0.00%

Shares154

Event2026-03-31

Filed2026-04-20

XLC

SELECT SECTOR SPDR TR STATE STREET COM

0.00%

Shares68

Event2026-03-31

Filed2026-04-20

WMB

WILLIAMS COS INC

1.04%

Shares97

Event2026-03-31

Filed2026-04-20

EXC

EXELON CORP

1.43%

Shares142

Event2026-03-31

Filed2026-04-20

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares75

Event2026-03-31

Filed2026-04-20

SPGI

S&P GLOBAL INC

New

Shares16

Event2026-03-31

Filed2026-04-20

IBKR

INTERACTIVE BROKERS GROUP IN CL A

New

Shares100

Event2026-03-31

Filed2026-04-20

HUBS

HUBSPOT INC

0.00%

Shares27

Event2026-03-31

Filed2026-04-20

THE CIGNA GROUP

0.00%

Shares24

Event2026-03-31

Filed2026-04-20

FTEC

FIDELITY COVINGTON TRUST MSCI INFO TECH I

0.00%

Shares30

Event2026-03-31

Filed2026-04-20

UNILEVER PLC SPON ADR NEW

0.00%

Shares103

Event2026-03-31

Filed2026-04-20

NKE

NIKE INC CL B

-26.67%

Shares110

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT

0.00%

Shares88

Event2026-03-31

Filed2026-04-20

AFL

AFLAC INC

New

Shares50

Event2026-03-31

Filed2026-04-20

CAH

CARDINAL HEALTH INC

0.00%

Shares25

Event2026-03-31

Filed2026-04-20

BIIB

BIOGEN INC

0.00%

Shares29

Event2026-03-31

Filed2026-04-20

PSTG

EVERPURE INC CL A

0.00%

Shares90

Event2026-03-31

Filed2026-04-20

FLAU

FRANKLIN TEMPLETON ETF TR FTSE AUSTRALIA

0.00%

Shares161

Event2026-03-31

Filed2026-04-20

WRB

BERKLEY W R CORP

New

Shares76

Event2026-03-31

Filed2026-04-20

ZWS

ZURN ELKAY WATER SOLNS CORP

New

Shares108

Event2026-03-31

Filed2026-04-20

TDY

TELEDYNE TECHNOLOGIES INC

New

Shares8

Event2026-03-31

Filed2026-04-20

LPLA

LPL FINL HLDGS INC

New

Shares16

Event2026-03-31

Filed2026-04-20

ESGV

VANGUARD WORLD FD ESG US STK ETF

0.00%

Shares42

Event2026-03-31

Filed2026-04-20

SLYV

SPDR SERIES TRUST STATE STREET SPD

2.04%

Shares50

Event2026-03-31

Filed2026-04-20

AFRM

AFFIRM HLDGS INC CL A

0.00%

Shares100

Event2026-03-31

Filed2026-04-20

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares59

Event2026-03-31

Filed2026-04-20

NDSN

NORDSON CORP

New

Shares17

Event2026-03-31

Filed2026-04-20

ALLE

ALLEGION PLC ORD SHS

New

Shares31

Event2026-03-31

Filed2026-04-20

ULS

UL SOLUTIONS INC CLASS A COM SHS

New

Shares52

Event2026-03-31

Filed2026-04-20

NOW

SERVICENOW INC

0.00%

Shares40

Event2026-03-31

Filed2026-04-20

ROL

ROLLINS INC

New

Shares78

Event2026-03-31

Filed2026-04-20

ETSY

ETSY INC

0.00%

Shares65

Event2026-03-31

Filed2026-04-20

BJS WHSL CLUB HLDGS INC

New

Shares33

Event2026-03-31

Filed2026-04-20

IONQ

IONQ INC

0.00%

Shares100

Event2026-03-31

Filed2026-04-20

GEV

GE VERNOVA INC

0.00%

Shares3

Event2026-03-31

Filed2026-04-20

VIS

VANGUARD WORLD FD INDUSTRIAL ETF

0.00%

Shares8

Event2026-03-31

Filed2026-04-20

JOBY

JOBY AVIATION INC COMMON STOCK

0.00%

Shares300

Event2026-03-31

Filed2026-04-20

TYL

TYLER TECHNOLOGIES INC

0.00%

Shares7

Event2026-03-31

Filed2026-04-20

ACHR

ARCHER AVIATION INC CL A

0.00%

Shares400

Event2026-03-31

Filed2026-04-20

QBTS

D-WAVE QUANTUM INC

0.00%

Shares100

Event2026-03-31

Filed2026-04-20

RGTI

RIGETTI COMPUTING INC

0.00%

Shares100

Event2026-03-31

Filed2026-04-20

ALLIANCE LAUNDRY HLDGS INC

0.00%

Shares40

Event2026-03-31

Filed2026-04-20

VERSANT MEDIA GROUP INC CL A

New

Shares14

Event2026-03-31

Filed2026-04-20

TIGO

MILLICOM INTL CELLULAR S A STK

0.00%

Shares23

Event2026-03-31

Filed2026-04-20

CRON

CRONOS GROUP INC

0.00%

Shares100

Event2026-03-31

Filed2026-04-20

LUCID GROUP INC

0.00%

Shares10

Event2026-03-31

Filed2026-04-20

WBD

WARNER BROS DISCOVERY INC SER A

0.00%

Shares3

Event2026-03-31

Filed2026-04-20

CANOPY GROWTH CORPORATION

0.00%

Shares2

Event2026-03-31

Filed2026-04-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available