Sponsored

The Analysis of TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV's Holdings & P&L

Currently, TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV holds 187 types of securities in its portfolio with a total value $276.7M. In the most recent quarter, they have increased their positions in GPIX (+63.9K shares, valued at $3.2M), COIN (+15.3K shares, valued at $2.7M), NFLX (+21.4K shares, valued at $2.1M); decreased their positions in QCOM (-50.4K shares, valued at $6.5M), ROP (-731 shares, valued at $258.7K), SCHM (-6.5K shares, valued at $201.5K); initiated new positions in DE (+1.6K shares, valued at $929.5K), WDC (+1.0K shares, valued at $276.4K), COP (+2.0K shares, valued at $270.1K).

1M P&L

+3.7M+1.46%

3M P&L

+4.1M+1.61%

HY P&L

+12.3M+4.97%

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/A73.1M

31.2%

2Internet Retail14.6M

6.2%

3Banks - Diversified12.9M

5.5%

Top Industries by Stock Count

1N/A98 stocks

57.0%

2Semiconductors6 stocks

3.5%

3Drug Manufacturers - General4 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DGRW WISDOMTREE TR197.7K shares2.84%2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR29.7K shares1.48%2026-03-312026-05-06

AMZN AMAZON COM INC70.0K shares2.07%2026-03-312026-05-06

JPM JPMORGAN CHASE & CO42.3K shares0.77%2026-03-312026-05-06

WAB WABTEC43.9K shares-1.63%2026-03-312026-05-06

V VISA INC34.8K shares4.85%2026-03-312026-05-06

COST COSTCO WHOLESALE CORPORATION8.1K shares2.90%2026-03-312026-05-06

ALPHABET INC ALPHABET INC26.2K shares0.91%2026-03-312026-05-06

Sponsored

MSFT MICROSOFT CORP19.5K shares-0.80%2026-03-312026-05-06

AAPL APPLE INC28.2K shares1.20%2026-03-312026-05-06

MAR MARRIOTT INTL INC NEW21.9K shares3.51%2026-03-312026-05-06

PH PARKER-HANNIFIN CORP7.4K shares0.31%2026-03-312026-05-06

DHR DANAHER CORP DEL32.3K shares2.38%2026-03-312026-05-06

SLB SLB LIMITED112.3K shares1.04%2026-03-312026-05-06

QCOM QUALCOMM INC40.8K shares-55.26%2026-03-312026-05-06

CGGR CAPITAL GROUP GROWTH ETF127.1K shares9.63%2026-03-312026-05-06

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW37.3K shares9.01%2026-03-312026-05-06

DVY ISHARES TR29.6K shares2.22%2026-03-312026-05-06

COIN COINBASE GLOBAL INC25.5K shares150.66%2026-03-312026-05-06

VANGUARD INDEX FDS VANGUARD INDEX FDS7.2K shares1.74%2026-03-312026-05-06

GPIX GOLDMAN SACHS ETF TR81.9K shares354.74%2026-03-312026-05-06

NVDA NVIDIA CORPORATION21.6K shares-3.36%2026-03-312026-05-06

WYNN WYNN RESORTS LTD36.0K shares-3.39%2026-03-312026-05-06

OWL BLUE OWL CAPITAL INC391.7K shares20.04%2026-03-312026-05-06

Sponsored

IJH ISHARES TR45.0K shares1.88%2026-03-312026-05-06

ZTS ZOETIS INC25.5K shares7.93%2026-03-312026-05-06

NFLX NETFLIX INC.28.7K shares294.79%2026-03-312026-05-06

ECL ECOLAB INC9.3K shares2.00%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.0K shares3.21%2026-03-312026-05-06

LLY ELI LILLY & CO2.3K shares3.92%2026-03-312026-05-06

IWB ISHARES TR5.6K shares5.07%2026-03-312026-05-06

SCHG SCHWAB STRATEGIC TR67.8K shares-1.07%2026-03-312026-05-06

Sponsored

VBK VANGUARD INDEX FDS6.4K shares1.71%2026-03-312026-05-06

FNDB SCHWAB STRATEGIC TR69.0K shares0.65%2026-03-312026-05-06

SCHD SCHWAB STRATEGIC TR57.3K shares0.45%2026-03-312026-05-06

AFL AFLAC INC15.0K shares-1.17%2026-03-312026-05-06

USMV ISHARES TR17.7K shares0.05%2026-03-312026-05-06

MCD MCDONALDS CORP5.3K shares4.32%2026-03-312026-05-06

AMGN AMGEN INC4.6K shares1.39%2026-03-312026-05-06

CHRW C H ROBINSON WORLDWIDE IN9.5K shares-0.19%2026-03-312026-05-06

Sponsored

BROADCOM INC BROADCOM INC5.1K shares-2.89%2026-03-312026-05-06

JNJ JOHNSON & JOHNSON6.4K shares1.14%2026-03-312026-05-06

SCHX SCHWAB STRATEGIC TR60.1K shares-1.07%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T2.4K shares4.55%2026-03-312026-05-06

VIG VANGUARD SPECIALIZED FUNDS7.0K shares0.20%2026-03-312026-05-06

ALPHABET INC ALPHABET INC5.2K shares1.30%2026-03-312026-05-06

IWF ISHARES TR3.5K shares5.52%2026-03-312026-05-06

CVX CHEVRON CORPORATION7.0K shares9.97%2026-03-312026-05-06

Sponsored

GPIQ GOLDMAN SACHS ETF TR28.8K shares66.15%2026-03-312026-05-06

VTI VANGUARD INDEX FDS4.2K shares1.90%2026-03-312026-05-06

PG PROCTER & GAMBLE CO9.2K shares-1.21%2026-03-312026-05-06

HD HOME DEPOT INC4.0K shares-1.98%2026-03-312026-05-06

CAT CATERPILLAR INC1.7K shares39.44%2026-03-312026-05-06

XOM EXXON MOBIL CORP7.1K shares-8.23%2026-03-312026-05-06

KO COCA COLA CO14.5K shares-4.97%2026-03-312026-05-06

IWO ISHARES TR3.4K shares1.90%2026-03-312026-05-06

Sponsored

ADP AUTOMATIC DATA PROCESSING IN5.2K shares-2.86%2026-03-312026-05-06

GLW CORNING INC7.7K shares0.06%2026-03-312026-05-06

IJR ISHARES TR8.0K shares-9.67%2026-03-312026-05-06

IWM ISHARES TR3.9K shares1.90%2026-03-312026-05-06

DE DEERE & CO1.6K sharesnew addition2026-03-312026-05-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.6K shares-1.00%2026-03-312026-05-06

META META PLATFORMS INC1.5K shares6.26%2026-03-312026-05-06

FNDX SCHWAB STRATEGIC TR30.9K shares691.55%2026-03-312026-05-06

Sponsored

IEMG ISHARES INC12.2K shares3.43%2026-03-312026-05-06

MU MICRON TECHNOLOGY INC2.4K shares111.39%2026-03-312026-05-06

EFA ISHARES TR7.8K shares0.72%2026-03-312026-05-06

WMT WALMART INC5.9K shares37.35%2026-03-312026-05-06

FNDA SCHWAB STRATEGIC TR22.4K shares-4.86%2026-03-312026-05-06

VTV VANGUARD INDEX FDS3.6K shares-20.86%2026-03-312026-05-06

IVV ISHARES TR1.1K shares1.42%2026-03-312026-05-06

MERCK & CO INC MERCK & CO INC5.7K shares0.30%2026-03-312026-05-06

Sponsored

SCHB SCHWAB STRATEGIC TR27.0K shares-15.36%2026-03-312026-05-06

IWN ISHARES TR3.5K shares0.29%2026-03-312026-05-06

VBR VANGUARD INDEX FDS3.0K shares8.54%2026-03-312026-05-06

XLK SELECT SECTOR SPDR TR4.9K shares30.75%2026-03-312026-05-06

CMG CHIPOTLE MEXICAN GRILL INC20.1K shares41.77%2026-03-312026-05-06

SCHM SCHWAB STRATEGIC TR19.9K shares-24.63%2026-03-312026-05-06

SPGI S&P GLOBAL INC1.3K shares16.86%2026-03-312026-05-06

IWD ISHARES TR2.6K shares0.23%2026-03-312026-05-06

Sponsored

HON HONEYWELL INTL INC2.5K shares0.16%2026-03-312026-05-06

ADI ANALOG DEVICES INC1.7K shares0.29%2026-03-312026-05-06

IBM INTERNATIONAL BUSINESS MACHS2.2K shares-1.67%2026-03-312026-05-06

ROP ROPER TECHNOLOGIES INC1.5K shares-32.35%2026-03-312026-05-06

IEFA ISHARES TR5.6K shares0.72%2026-03-312026-05-06

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II6.7K shares-16.25%2026-03-312026-05-06

ISRG INTUITIVE SURGICAL INC1.1K shares109.72%2026-03-312026-05-06

SCHA SCHWAB STRATEGIC TR16.3K shares-16.84%2026-03-312026-05-06

Sponsored

BAC BANK AMERICA CORP9.6K shares43.01%2026-03-312026-05-06

SPHB INVESCO EXCH TRADED FD TR II4.0K shares0.02%2026-03-312026-05-06

VUG VANGUARD INDEX FDS1.1K shares-16.10%2026-03-312026-05-06

MA MASTERCARD INCORPORATED892 shares31.18%2026-03-312026-05-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.5K shares9.85%2026-03-312026-05-06

AMD ADVANCED MICRO DEVICES INC2.0K shares26.02%2026-03-312026-05-06

BLACKSTONE INC BLACKSTONE INC3.5K shares20.38%2026-03-312026-05-06

PM PHILIP MORRIS INTL INC2.3K shares-11.76%2026-03-312026-05-06

Sponsored

ORCL ORACLE CORP2.5K shares1.65%2026-03-312026-05-06

VOT VANGUARD INDEX FDS1.4K shares-16.64%2026-03-312026-05-06

AEP AMERICAN ELEC PWR CO INC2.8K shares19.72%2026-03-312026-05-06

PSX PHILLIPS 662.0K shares0.15%2026-03-312026-05-06

IWR ISHARES TR3.6K shares0.03%2026-03-312026-05-06

EPD ENTERPRISE PRODS PARTNERS L8.8K shares31.32%2026-03-312026-05-06

LHX L3HARRIS TECHNOLOGIES INC868 shares-0.46%2026-03-312026-05-06

TSM TAIWAN SEMICONDUCTOR MANUFAC874 shares0.46%2026-03-312026-05-06

Sponsored

PEP PEPSICO INC1.9K shares1.88%2026-03-312026-05-06

TSLA TESLA INC788 shares72.43%2026-03-312026-05-06

VO VANGUARD INDEX FDS1.0K shares10.73%2026-03-312026-05-06

NRG NRG ENERGY INC2.0K shares0.05%2026-03-312026-05-06

WDC WESTERN DIGITAL CORP1.0K sharesnew addition2026-03-312026-05-06

COP CONOCOPHILLIPS2.0K sharesnew addition2026-03-312026-05-06

IJK ISHARES TR2.7K shares221.69%2026-03-312026-05-06

RTX RTX CORPORATION1.4K shares0.29%2026-03-312026-05-06

Sponsored

NTRA NATERA INC1.3K sharesnew addition2026-03-312026-05-06

SNDK SANDISK CORP404 sharesnew addition2026-03-312026-05-06

ESGV VANGUARD WORLD FD2.3K shares0.00%2026-03-312026-05-06

ASML ASML HLDG NV194 shares0.00%2026-03-312026-05-06

BALL BALL CORP4.1K shares0.24%2026-03-312026-05-06

CMI CUMMINS INC445 shares0.00%2026-03-312026-05-06

SPSM SPDR SERIES TRUST4.9K shares-7.54%2026-03-312026-05-06

DGX QUEST DIAGNOSTICS INC1.2K shares0.00%2026-03-312026-05-06

Sponsored

LRGE LEGG MASON ETF INVT3.1K shares-6.86%2026-03-312026-05-06

NEE NEXTERA ENERGY INC2.4K sharesnew addition2026-03-312026-05-06

CSCO CISCO SYS INC2.9K shares0.69%2026-03-312026-05-06

ABBV ABBVIE INC1.0K shares-0.29%2026-03-312026-05-06

GEV GE VERNOVA INC255 sharesnew addition2026-03-312026-05-06

LOW LOWES COS INC940 sharesnew addition2026-03-312026-05-06

IWY ISHARES TR880 shares0.00%2026-03-312026-05-06

EATON CORP PLC EATON CORP PLC599 sharesnew addition2026-03-312026-05-06

Sponsored

QCLN FIRST TR EXCHANGE-TRADED FD4.5K shares-2.79%2026-03-312026-05-06

PLTR PALANTIR TECHNOLOGIES INC1.4K shares9.92%2026-03-312026-05-06

XVV ISHARES TR4.0K shares-11.50%2026-03-312026-05-06

IHDG WISDOMTREE TR4.0K shares0.00%2026-03-312026-05-06

XLU SELECT SECTOR SPDR TR3.9K shares78.27%2026-03-312026-05-06

IWS ISHARES TR1.2K shares0.25%2026-03-312026-05-06

FNDF SCHWAB STRATEGIC TR3.3K shares0.00%2026-03-312026-05-06

XLE SELECT SECTOR SPDR TR2.6K shares188.71%2026-03-312026-05-06

Sponsored

XLI SELECT SECTOR SPDR TR955 shares973.03%2026-03-312026-05-06

XLV SELECT SECTOR SPDR TR961 shares47950.00%2026-03-312026-05-06

OBDC BLUE OWL CAPITAL CORPORATION11.9K shares7.30%2026-03-312026-05-06

VB VANGUARD INDEX FDS502 shares0.20%2026-03-312026-05-06

NZUS SPDR SERIES TRUST3.9K shares0.15%2026-03-312026-05-06

IYW ISHARES TR615 shares1.32%2026-03-312026-05-06

IVW ISHARES TR950 shares0.00%2026-03-312026-05-06

XLP SELECT SECTOR SPDR TR1.3K shares1102.88%2026-03-312026-05-06

Sponsored

IJJ ISHARES TR725 shares0.00%2026-03-312026-05-06

ITOT ISHARES TR627 shares0.00%2026-03-312026-05-06

FNDE SCHWAB STRATEGIC TR2.1K shares-5.47%2026-03-312026-05-06

XLB SELECT SECTOR SPDR TR1.5K shares25566.67%2026-03-312026-05-06

IBDU ISHARES TR3.2K sharesnew addition2026-03-312026-05-06

IBDV ISHARES TR3.4K sharesnew addition2026-03-312026-05-06

SENS SENSEONICS HLDGS INC10.9K shares0.00%2026-03-312026-05-06

ERTH INVESCO EXCHANGE TRADED FD T1.5K shares-8.22%2026-03-312026-05-06

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.4K shares0.07%2026-03-312026-05-06

PHO INVESCO EXCHANGE TRADED FD T949 shares-8.13%2026-03-312026-05-06

IYY ISHARES TR400 shares0.00%2026-03-312026-05-06

XLF SELECT SECTOR SPDR TR1.2K shares17085.71%2026-03-312026-05-06

XLY SELECT SECTOR SPDR TR443 shares10975.00%2026-03-312026-05-06

LQD ISHARES TR441 shares0.68%2026-03-312026-05-06

SCHZ SCHWAB STRATEGIC TR2.0K shares0.64%2026-03-312026-05-06

XLC SELECT SECTOR SPDR TR426 sharesnew addition2026-03-312026-05-06

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T960 shares0.00%2026-03-312026-05-06

EFAV ISHARES TR372 shares-22.50%2026-03-312026-05-06

XLRE SELECT SECTOR SPDR TR705 sharesnew addition2026-03-312026-05-06

IVE ISHARES TR123 shares0.00%2026-03-312026-05-06

PBW INVESCO EXCHANGE TRADED FD T740 shares0.00%2026-03-312026-05-06

MGK VANGUARD WORLD FD61 shares0.00%2026-03-312026-05-06

VOE VANGUARD INDEX FDS53 shares0.00%2026-03-312026-05-06

AGGY WISDOMTREE TR216 shares0.93%2026-03-312026-05-06

Sponsored

IBB ISHARES TR52 shares0.00%2026-03-312026-05-06

IEF ISHARES TR91 shares0.00%2026-03-312026-05-06

SPHD INVESCO EXCH TRADED FD TR II150 shares0.00%2026-03-312026-05-06

VV VANGUARD INDEX FDS24 shares0.00%2026-03-312026-05-06

AGG ISHARES TR70 shares34.62%2026-03-312026-05-06

MTUM ISHARES TR29 sharesnew addition2026-03-312026-05-06

SCHR SCHWAB STRATEGIC TR242 shares0.00%2026-03-312026-05-06

VNQ VANGUARD INDEX FDS57 shares0.00%2026-03-312026-05-06

Sponsored

QUAL ISHARES TR21 shares0.00%2026-03-312026-05-06

BIL SPDR SERIES TRUST43 shares22.86%2026-03-312026-05-06

IJT ISHARES TR25 shares0.00%2026-03-312026-05-06

GOVT ISHARES TR147 shares0.00%2026-03-312026-05-06

IJS ISHARES TR22 shares0.00%2026-03-312026-05-06

SCHF SCHWAB STRATEGIC TR70 shares0.00%2026-03-312026-05-06

SCHE SCHWAB STRATEGIC TR48 sharesnew addition2026-03-312026-05-06

IUSG ISHARES TR7 shares0.00%2026-03-312026-05-06

Sponsored

SHY ISHARES TR11 shares0.00%2026-03-312026-05-06

SPYD SPDR SERIES TRUST14 shares7.69%2026-03-312026-05-06

SPHQ INVESCO EXCHANGE TRADED FD T3 shares0.00%2026-03-312026-05-06

DGRW

WISDOMTREE TR

2.84%

Shares197.7K

Event2026-03-31

Filed2026-05-06

INVESCO QQQ TR

1.48%

Shares29.7K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

2.07%

Shares70.0K

Event2026-03-31

Filed2026-05-06

JPM

JPMORGAN CHASE & CO

0.77%

Shares42.3K

Event2026-03-31

Filed2026-05-06

WAB

WABTEC

-1.63%

Shares43.9K

Event2026-03-31

Filed2026-05-06

VISA INC

4.85%

Shares34.8K

Event2026-03-31

Filed2026-05-06

COST

COSTCO WHOLESALE CORPORATION

2.90%

Shares8.1K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

0.91%

Shares26.2K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

-0.80%

Shares19.5K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE INC

1.20%

Shares28.2K

Event2026-03-31

Filed2026-05-06

MAR

MARRIOTT INTL INC NEW

3.51%

Shares21.9K

Event2026-03-31

Filed2026-05-06

PARKER-HANNIFIN CORP

0.31%

Shares7.4K

Event2026-03-31

Filed2026-05-06

DHR

DANAHER CORP DEL

2.38%

Shares32.3K

Event2026-03-31

Filed2026-05-06

SLB

SLB LIMITED

1.04%

Shares112.3K

Event2026-03-31

Filed2026-05-06

QCOM

QUALCOMM INC

-55.26%

Shares40.8K

Event2026-03-31

Filed2026-05-06

CGGR

CAPITAL GROUP GROWTH ETF

9.63%

Shares127.1K

Event2026-03-31

Filed2026-05-06

DUKE ENERGY CORP NEW

9.01%

Shares37.3K

Event2026-03-31

Filed2026-05-06

DVY

ISHARES TR

2.22%

Shares29.6K

Event2026-03-31

Filed2026-05-06

COIN

COINBASE GLOBAL INC

150.66%

Shares25.5K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

1.74%

Shares7.2K

Event2026-03-31

Filed2026-05-06

GPIX

GOLDMAN SACHS ETF TR

354.74%

Shares81.9K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

-3.36%

Shares21.6K

Event2026-03-31

Filed2026-05-06

WYNN

WYNN RESORTS LTD

-3.39%

Shares36.0K

Event2026-03-31

Filed2026-05-06

OWL

BLUE OWL CAPITAL INC

20.04%

Shares391.7K

Event2026-03-31

Filed2026-05-06

IJH

ISHARES TR

1.88%

Shares45.0K

Event2026-03-31

Filed2026-05-06

ZTS

ZOETIS INC

7.93%

Shares25.5K

Event2026-03-31

Filed2026-05-06

NFLX

NETFLIX INC.

294.79%

Shares28.7K

Event2026-03-31

Filed2026-05-06

ECL

ECOLAB INC

2.00%

Shares9.3K

Event2026-03-31

Filed2026-05-06

BERKSHIRE HATHAWAY INC DEL

3.21%

Shares5.0K

Event2026-03-31

Filed2026-05-06

LLY

ELI LILLY & CO

3.92%

Shares2.3K

Event2026-03-31

Filed2026-05-06

IWB

ISHARES TR

5.07%

Shares5.6K

Event2026-03-31

Filed2026-05-06

SCHG

SCHWAB STRATEGIC TR

-1.07%

Shares67.8K

Event2026-03-31

Filed2026-05-06

VBK

VANGUARD INDEX FDS

1.71%

Shares6.4K

Event2026-03-31

Filed2026-05-06

FNDB

SCHWAB STRATEGIC TR

0.65%

Shares69.0K

Event2026-03-31

Filed2026-05-06

SCHD

SCHWAB STRATEGIC TR

0.45%

Shares57.3K

Event2026-03-31

Filed2026-05-06

AFL

AFLAC INC

-1.17%

Shares15.0K

Event2026-03-31

Filed2026-05-06

USMV

ISHARES TR

0.05%

Shares17.7K

Event2026-03-31

Filed2026-05-06

MCD

MCDONALDS CORP

4.32%

Shares5.3K

Event2026-03-31

Filed2026-05-06

AMGN

AMGEN INC

1.39%

Shares4.6K

Event2026-03-31

Filed2026-05-06

CHRW

C H ROBINSON WORLDWIDE IN

-0.19%

Shares9.5K

Event2026-03-31

Filed2026-05-06

BROADCOM INC

-2.89%

Shares5.1K

Event2026-03-31

Filed2026-05-06

JNJ

JOHNSON & JOHNSON

1.14%

Shares6.4K

Event2026-03-31

Filed2026-05-06

SCHX

SCHWAB STRATEGIC TR

-1.07%

Shares60.1K

Event2026-03-31

Filed2026-05-06

SPY

STATE STR SPDR S&P 500 ETF T

4.55%

Shares2.4K

Event2026-03-31

Filed2026-05-06

VIG

VANGUARD SPECIALIZED FUNDS

0.20%

Shares7.0K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

1.30%

Shares5.2K

Event2026-03-31

Filed2026-05-06

IWF

ISHARES TR

5.52%

Shares3.5K

Event2026-03-31

Filed2026-05-06

CVX

CHEVRON CORPORATION

9.97%

Shares7.0K

Event2026-03-31

Filed2026-05-06

GPIQ

GOLDMAN SACHS ETF TR

66.15%

Shares28.8K

Event2026-03-31

Filed2026-05-06

VTI

VANGUARD INDEX FDS

1.90%

Shares4.2K

Event2026-03-31

Filed2026-05-06

PROCTER & GAMBLE CO

-1.21%

Shares9.2K

Event2026-03-31

Filed2026-05-06

HOME DEPOT INC

-1.98%

Shares4.0K

Event2026-03-31

Filed2026-05-06

CAT

CATERPILLAR INC

39.44%

Shares1.7K

Event2026-03-31

Filed2026-05-06

XOM

EXXON MOBIL CORP

-8.23%

Shares7.1K

Event2026-03-31

Filed2026-05-06

COCA COLA CO

-4.97%

Shares14.5K

Event2026-03-31

Filed2026-05-06

IWO

ISHARES TR

1.90%

Shares3.4K

Event2026-03-31

Filed2026-05-06

ADP

AUTOMATIC DATA PROCESSING IN

-2.86%

Shares5.2K

Event2026-03-31

Filed2026-05-06

GLW

CORNING INC

0.06%

Shares7.7K

Event2026-03-31

Filed2026-05-06

IJR

ISHARES TR

-9.67%

Shares8.0K

Event2026-03-31

Filed2026-05-06

IWM

ISHARES TR

1.90%

Shares3.9K

Event2026-03-31

Filed2026-05-06

DEERE & CO

New

Shares1.6K

Event2026-03-31

Filed2026-05-06

INVESCO EXCHANGE TRADED FD T

-1.00%

Shares4.6K

Event2026-03-31

Filed2026-05-06