Sponsored

The Analysis of Tranquility Partners, LLC's Holdings & P&L

Currently, Tranquility Partners, LLC holds 226 types of securities in its portfolio with a total value $265.1M. In the most recent quarter, they have increased their positions in N/A (+11.6K shares, valued at $1.3M), OWL (+60.3K shares, valued at $550.2K), GEV (+508 shares, valued at $443.4K); decreased their positions in APH (-5.6K shares, valued at $704.7K), COST (-237 shares, valued at $236.1K), OBDC (-18.9K shares, valued at $209.4K); initiated new positions in GEV (+508 shares, valued at $443.4K), N/A (+1.3K shares, valued at $372.9K), SYK (+946 shares, valued at $310.8K).

1M P&L

-94.2K-0.04%

3M P&L

-4.3M-1.73%

HY P&L

+591.1K+0.24%

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/A92.0M

40.9%

2Software - Infrastructure14.7M

6.6%

3Asset Management13.4M

6.0%

Top Industries by Stock Count

1N/A100 stocks

49.0%

2Asset Management8 stocks

3.9%

3Software - Application6 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP36.5K shares2.15%2026-03-312026-04-20

BLACKSTONE INC BLACKSTONE INC92.3K shares14.31%2026-03-312026-04-20

AAPL APPLE INC38.4K shares-0.48%2026-03-312026-04-20

HCA HCA HEALTHCARE INC15.8K shares-0.78%2026-03-312026-04-20

NVDA NVIDIA CORPORATION39.2K shares-0.71%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION6.5K shares-3.52%2026-03-312026-04-20

ALPHABET INC ALPHABET INC21.2K shares0.14%2026-03-312026-04-20

AMZN AMAZON COM INC28.4K shares-0.39%2026-03-312026-04-20

Sponsored

JPM JPMORGAN CHASE & CO17.9K shares-0.09%2026-03-312026-04-20

MOAT VANECK ETF TRUST52.1K shares0.14%2026-03-312026-04-20

DGRO ISHARES TR68.2K shares1.33%2026-03-312026-04-20

GBDC GOLUB CAP BDC INC362.8K shares2.63%2026-03-312026-04-20

ALPHABET INC ALPHABET INC14.7K shares-1.95%2026-03-312026-04-20

VIG VANGUARD SPECIALIZED FUNDS17.1K shares2.34%2026-03-312026-04-20

MA MASTERCARD INCORPORATED7.1K shares-1.18%2026-03-312026-04-20

VANGUARD INDEX FDS VANGUARD INDEX FDS5.8K shares0.12%2026-03-312026-04-20

Sponsored

IVV ISHARES TR5.2K shares-0.40%2026-03-312026-04-20

BIP BROOKFIELD INFRASTRUCTURE PA82.9K shares-0.50%2026-03-312026-04-20

OWL BLUE OWL CAPITAL INC327.1K shares22.59%2026-03-312026-04-20

AVUV AMERICAN CENTY ETF TR26.6K shares-2.00%2026-03-312026-04-20

V VISA INC9.0K shares-1.21%2026-03-312026-04-20

ITOT ISHARES TR18.6K shares2.29%2026-03-312026-04-20

MPC MARATHON PETE CORP10.2K shares-1.06%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR4.2K shares4.62%2026-03-312026-04-20

Sponsored

NMFC NEW MTN FIN CORP316.8K shares18.16%2026-03-312026-04-20

IJR ISHARES TR19.2K shares4.13%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.9K shares0.00%2026-03-312026-04-20

IJH ISHARES TR33.6K shares2.88%2026-03-312026-04-20

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T12.2K shares0.63%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON9.0K shares3.24%2026-03-312026-04-20

IVE ISHARES TR10.5K shares2.69%2026-03-312026-04-20

GS GOLDMAN SACHS GROUP INC2.5K shares-2.06%2026-03-312026-04-20

Sponsored

IWF ISHARES TR5.0K shares4.44%2026-03-312026-04-20

QUAL ISHARES TR11.0K shares-1.51%2026-03-312026-04-20

NMRK NEWMARK GROUP INC126.5K shares0.44%2026-03-312026-04-20

VBR VANGUARD INDEX FDS8.7K shares5.17%2026-03-312026-04-20

BROADCOM INC BROADCOM INC6.0K shares1.90%2026-03-312026-04-20

VBK VANGUARD INDEX FDS5.9K shares5.76%2026-03-312026-04-20

OBDC BLUE OWL CAPITAL CORPORATION156.6K shares-10.79%2026-03-312026-04-20

KO COCA COLA CO22.6K shares-0.08%2026-03-312026-04-20

Sponsored

SPY STATE STR SPDR S&P 500 ETF T2.5K shares1.17%2026-03-312026-04-20

EATON CORP PLC EATON CORP PLC4.6K shares0.55%2026-03-312026-04-20

OKE ONEOK INC NEW17.6K shares0.44%2026-03-312026-04-20

VB VANGUARD INDEX FDS6.0K shares5.92%2026-03-312026-04-20

IWO ISHARES TR5.0K shares6.24%2026-03-312026-04-20

TJX TJX COS INC NEW9.0K shares-5.84%2026-03-312026-04-20

USMV ISHARES TR15.9K shares5.17%2026-03-312026-04-20

DLN WISDOMTREE TR16.0K shares6.69%2026-03-312026-04-20

Sponsored

XLF SELECT SECTOR SPDR TR28.5K shares-0.70%2026-03-312026-04-20

IWD ISHARES TR6.5K shares7.38%2026-03-312026-04-20

IEMG ISHARES INC19.6K shares7.48%2026-03-312026-04-20

ABBV ABBVIE INC6.3K shares-2.41%2026-03-312026-04-20

UNH UNITEDHEALTH GROUP INC4.9K shares-3.29%2026-03-312026-04-20

BGB BLACKSTONE STRATEGIC CRED 20103.1K shares-4.07%2026-03-312026-04-20

IEFA ISHARES TR12.7K shares9.63%2026-03-312026-04-20

RDVY FIRST TR EXCHANGE TRADED FD16.6K shares5.70%2026-03-312026-04-20

Sponsored

IWM ISHARES TR4.5K shares8.85%2026-03-312026-04-20

IDEV ISHARES TR13.2K shares9.16%2026-03-312026-04-20

DFAC DIMENSIONAL ETF TRUST30.4K shares0.00%2026-03-312026-04-20

VV VANGUARD INDEX FDS3.7K shares-0.16%2026-03-312026-04-20

VPU VANGUARD WORLD FD5.6K shares0.38%2026-03-312026-04-20

DFAI DIMENSIONAL ETF TRUST27.5K shares2.19%2026-03-312026-04-20

AVLV AMERICAN CENTY ETF TR13.1K shares0.09%2026-03-312026-04-20

NEE NEXTERA ENERGY INC11.3K shares-4.80%2026-03-312026-04-20

Sponsored

JMST J P MORGAN EXCHANGE TRADED F20.0K shares0.00%2026-03-312026-04-20

SCHW SCHWAB CHARLES CORP10.9K shares0.24%2026-03-312026-04-20

NFLX NETFLIX INC.10.5K shares0.14%2026-03-312026-04-20

LLY ELI LILLY & CO1.1K shares1.02%2026-03-312026-04-20

IQV IQVIA HLDGS INC5.8K shares-5.92%2026-03-312026-04-20

VO VANGUARD INDEX FDS3.4K shares-0.35%2026-03-312026-04-20

BSL BLACKSTONE SENI FLTN RAT 20273.4K shares-1.04%2026-03-312026-04-20

APH AMPHENOL CORP7.5K shares-42.66%2026-03-312026-04-20

Sponsored

IWS ISHARES TR7.0K shares0.00%2026-03-312026-04-20

UNP UNION PAC CORP3.9K shares1.36%2026-03-312026-04-20

VDE VANGUARD WORLD FD5.4K shares0.00%2026-03-312026-04-20

XLK SELECT SECTOR SPDR TR7.0K shares-0.47%2026-03-312026-04-20

EPD ENTERPRISE PRODS PARTNERS L24.3K shares1.45%2026-03-312026-04-20

IWB ISHARES TR2.5K shares5.90%2026-03-312026-04-20

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II12.1K shares-0.75%2026-03-312026-04-20

JEPI J P MORGAN EXCHANGE TRADED F15.3K shares7.10%2026-03-312026-04-20

Sponsored

TMO THERMO FISHER SCIENTIFIC INC1.7K shares-3.23%2026-03-312026-04-20

SGRY SURGERY PARTNERS INC68.1K shares0.00%2026-03-312026-04-20

BAC BANK AMERICA CORP16.6K shares2.95%2026-03-312026-04-20

IWR ISHARES TR8.3K shares14.28%2026-03-312026-04-20

LRGF ISHARES TR11.9K shares-0.13%2026-03-312026-04-20

DFAE DIMENSIONAL ETF TRUST22.9K shares3.33%2026-03-312026-04-20

UBSI UNITED BANKSHARES INC WEST V18.8K shares0.00%2026-03-312026-04-20

HON HONEYWELL INTL INC3.4K shares-1.85%2026-03-312026-04-20

Sponsored

PANW PALO ALTO NETWORKS INC4.7K shares-4.99%2026-03-312026-04-20

VTV VANGUARD INDEX FDS4.5K shares0.00%2026-03-312026-04-20

RTX RTX CORPORATION3.9K shares0.00%2026-03-312026-04-20

FE FIRSTENERGY CORP14.6K shares-6.59%2026-03-312026-04-20

CSCO CISCO SYS INC9.4K shares4.97%2026-03-312026-04-20

RJF RAYMOND JAMES FINL INC4.8K shares0.00%2026-03-312026-04-20

BLACKROCK INC BLACKROCK INC721 shares-6.00%2026-03-312026-04-20

XLU SELECT SECTOR SPDR TR15.5K shares-3.18%2026-03-312026-04-20

Sponsored

TSLA TESLA INC1.8K shares0.00%2026-03-312026-04-20

DFIV DIMENSIONAL ETF TRUST12.6K shares2.81%2026-03-312026-04-20

VLUE ISHARES TR4.4K shares0.05%2026-03-312026-04-20

HD HOME DEPOT INC1.9K shares4.02%2026-03-312026-04-20

CVX CHEVRON CORPORATION3.0K shares-0.66%2026-03-312026-04-20

SCHD SCHWAB STRATEGIC TR19.9K shares0.53%2026-03-312026-04-20

XOM EXXON MOBIL CORP3.6K shares0.53%2026-03-312026-04-20

CTAS CINTAS CORP3.6K shares16.45%2026-03-312026-04-20

Sponsored

SCHM SCHWAB STRATEGIC TR19.5K shares0.00%2026-03-312026-04-20

AVDV AMERICAN CENTY ETF TR6.0K shares1.86%2026-03-312026-04-20

VLO VALERO ENERGY CORP2.4K shares0.00%2026-03-312026-04-20

PEP PEPSICO INC3.8K shares0.80%2026-03-312026-04-20

CITIGROUP INC CITIGROUP INC5.2K shares0.00%2026-03-312026-04-20

DFEV DIMENSIONAL ETF TRUST16.2K shares2.44%2026-03-312026-04-20

DFIC DIMENSIONAL ETF TRUST15.9K shares3.21%2026-03-312026-04-20

SCI SERVICE CORP INTL6.9K shares-3.20%2026-03-312026-04-20

Sponsored

BGC BGC GROUP INC57.8K shares0.00%2026-03-312026-04-20

WMT WALMART INC4.5K shares11.81%2026-03-312026-04-20

DFIS DIMENSIONAL ETF TRUST16.3K shares3.22%2026-03-312026-04-20

EFV ISHARES TR7.3K shares0.00%2026-03-312026-04-20

WFC WELLS FARGO & CO6.8K shares-1.30%2026-03-312026-04-20

COWZ PACER FDS TR8.7K shares-0.08%2026-03-312026-04-20

SCZ ISHARES TR6.8K shares0.00%2026-03-312026-04-20

WCN WASTE CONNECTIONS INC3.3K shares-5.49%2026-03-312026-04-20

Sponsored

LNG CHENIERE ENERGY INC1.9K shares-9.25%2026-03-312026-04-20

FTEC FIDELITY COVINGTON TRUST2.6K shares0.00%2026-03-312026-04-20

AVUS AMERICAN CENTY ETF TR4.7K shares1.93%2026-03-312026-04-20

ZTS ZOETIS INC4.4K shares21.82%2026-03-312026-04-20

TSM TAIWAN SEMICONDUCTOR MANUFAC1.5K shares0.00%2026-03-312026-04-20

META META PLATFORMS INC884 shares0.11%2026-03-312026-04-20

TMUS T-MOBILE US INC2.4K shares8.98%2026-03-312026-04-20

SCHG SCHWAB STRATEGIC TR16.8K shares2.15%2026-03-312026-04-20

Sponsored

SO SOUTHERN CO5.0K shares7.44%2026-03-312026-04-20

SMOT VANECK ETF TRUST13.6K shares1.79%2026-03-312026-04-20

CDNS CADENCE DESIGN SYSTEM INC1.7K shares8.41%2026-03-312026-04-20

SCHA SCHWAB STRATEGIC TR16.3K shares-0.96%2026-03-312026-04-20

ORCL ORACLE CORP3.2K shares-14.08%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC3.9K shares-6.22%2026-03-312026-04-20

MU MICRON TECHNOLOGY INC1.4K shares-2.59%2026-03-312026-04-20

CRM SALESFORCE INC2.5K shares-3.72%2026-03-312026-04-20

Sponsored

MSI MOTOROLA SOLUTIONS INC1.1K shares57.71%2026-03-312026-04-20

CAH CARDINAL HEALTH INC2.2K shares0.27%2026-03-312026-04-20

PM PHILIP MORRIS INTL INC2.8K shares11.53%2026-03-312026-04-20

DFAU DIMENSIONAL ETF TRUST9.9K shares0.08%2026-03-312026-04-20

GEV GE VERNOVA INC508 sharesnew addition2026-03-312026-04-20

DIHP DIMENSIONAL ETF TRUST13.3K shares2.63%2026-03-312026-04-20

SLYV SPDR SERIES TRUST4.4K shares0.00%2026-03-312026-04-20

QCOM QUALCOMM INC3.2K shares-2.92%2026-03-312026-04-20

Sponsored

ET ENERGY TRANSFER L P20.9K shares1.65%2026-03-312026-04-20

IXUS ISHARES TR4.6K shares0.00%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS1.6K shares-1.56%2026-03-312026-04-20

NDAQ NASDAQ INC4.4K shares-6.75%2026-03-312026-04-20

GE AEROSPACE GE AEROSPACE1.3K sharesnew addition2026-03-312026-04-20

PGR PROGRESSIVE CORP1.9K shares44.46%2026-03-312026-04-20

BXSL BLACKSTONE SECD LENDING FD15.6K shares25.44%2026-03-312026-04-20

SPGI S&P GLOBAL INC867 shares-1.25%2026-03-312026-04-20

Sponsored

DHS WISDOMTREE TR3.4K shares0.00%2026-03-312026-04-20

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K shares0.00%2026-03-312026-04-20

FDVV FIDELITY COVINGTON TRUST6.6K shares0.00%2026-03-312026-04-20

DFAT DIMENSIONAL ETF TRUST5.7K shares2.08%2026-03-312026-04-20

DLR DIGITAL RLTY TR INC2.0K shares0.00%2026-03-312026-04-20

VONE VANGUARD SCOTTSDALE FDS1.2K shares-0.42%2026-03-312026-04-20

SCHB SCHWAB STRATEGIC TR14.0K shares7.64%2026-03-312026-04-20

DFAS DIMENSIONAL ETF TRUST4.9K shares1.38%2026-03-312026-04-20

Sponsored

VONG VANGUARD SCOTTSDALE FDS3.2K shares0.00%2026-03-312026-04-20

PG PROCTER & GAMBLE CO2.4K shares0.00%2026-03-312026-04-20

CVS CVS HEALTH CORP4.8K shares0.00%2026-03-312026-04-20

VUG VANGUARD INDEX FDS787 shares6.35%2026-03-312026-04-20

PSX PHILLIPS 661.9K shares0.00%2026-03-312026-04-20

CAT CATERPILLAR INC474 shares32.77%2026-03-312026-04-20

OTF BLUE OWL TECHNOLOGY FIN CORP26.9K shares86.37%2026-03-312026-04-20

KKR & CO INC KKR & CO INC3.5K shares124.11%2026-03-312026-04-20

Sponsored

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO8.2K shares5.09%2026-03-312026-04-20

VTI VANGUARD INDEX FDS1.0K shares0.00%2026-03-312026-04-20

SCHC SCHWAB STRATEGIC TR6.9K shares0.00%2026-03-312026-04-20

ECL ECOLAB INC1.2K shares-0.17%2026-03-312026-04-20

DGRW WISDOMTREE TR3.6K shares-1.04%2026-03-312026-04-20

ROP ROPER TECHNOLOGIES INC889 shares-0.11%2026-03-312026-04-20

GLDM WORLD GOLD TR3.4K shares0.00%2026-03-312026-04-20

SYK STRYKER CORPORATION946 sharesnew addition2026-03-312026-04-20

Sponsored

SHEL SHELL PLC3.3K shares0.00%2026-03-312026-04-20

SHOP SHOPIFY INC2.6K shares0.00%2026-03-312026-04-20

IYW ISHARES TR1.7K shares0.00%2026-03-312026-04-20

VRSK VERISK ANALYTICS INC1.6K shares-34.54%2026-03-312026-04-20

LHX L3HARRIS TECHNOLOGIES INC886 shares2.78%2026-03-312026-04-20

AON PLC AON PLC946 shares10.00%2026-03-312026-04-20

VTWO VANGUARD SCOTTSDALE FDS3.0K shares-1.61%2026-03-312026-04-20

SPYV SPDR SERIES TRUST5.4K shares-1.07%2026-03-312026-04-20

Sponsored

AMD ADVANCED MICRO DEVICES INC1.5K shares-1.01%2026-03-312026-04-20

MDY STATE STR SPDR S&P MIDCAP 40483 shares0.00%2026-03-312026-04-20

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D157 shares0.00%2026-03-312026-04-20

VONV VANGUARD SCOTTSDALE FDS3.1K shares-1.10%2026-03-312026-04-20

QINT AMERICAN CENTY ETF TR4.5K shares1.09%2026-03-312026-04-20

BIV VANGUARD BD INDEX FDS3.7K shares12.94%2026-03-312026-04-20

SMLF ISHARES TR3.8K shares-4.20%2026-03-312026-04-20

VGT VANGUARD WORLD FD406 shares0.00%2026-03-312026-04-20

Sponsored

GLD SPDR GOLD TR648 shares-2.85%2026-03-312026-04-20

ULS UL SOLUTIONS INC3.3K sharesnew addition2026-03-312026-04-20

WDC WESTERN DIGITAL CORP1.0K sharesnew addition2026-03-312026-04-20

XLV SELECT SECTOR SPDR TR1.9K shares-22.39%2026-03-312026-04-20

VT VANGUARD INTL EQUITY INDEX F2.0K shares9.48%2026-03-312026-04-20

ASTRAZENECA PLC ASTRAZENECA PLC1.4K sharesnew addition2026-03-312026-04-20

XLC SELECT SECTOR SPDR TR2.4K shares0.00%2026-03-312026-04-20

ISRG INTUITIVE SURGICAL INC578 shares24.03%2026-03-312026-04-20

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN1.7K shares0.00%2026-03-312026-04-20

SPDW SPDR INDEX SHS FDS5.8K shares0.00%2026-03-312026-04-20

NOBL PROSHARES TR2.5K shares-1.28%2026-03-312026-04-20

ADBE ADOBE INC1.1K shares0.76%2026-03-312026-04-20

VCIT VANGUARD SCOTTSDALE FDS3.0K shares15.17%2026-03-312026-04-20

SPMD SPDR SERIES TRUST4.1K shares-3.24%2026-03-312026-04-20

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.8K shares0.00%2026-03-312026-04-20

LINDE PLC LINDE PLC483 sharesnew addition2026-03-312026-04-20

Sponsored

FICO FAIR ISAAC CORP223 shares-8.23%2026-03-312026-04-20

CG CARLYLE GROUP INC4.8K shares-2.39%2026-03-312026-04-20

VTWG VANGUARD SCOTTSDALE FDS1.0K shares0.00%2026-03-312026-04-20

IVW ISHARES TR2.0K shares1.93%2026-03-312026-04-20

MCD MCDONALDS CORP728 sharesnew addition2026-03-312026-04-20

MNST MONSTER BEVERAGE CORP NEW3.1K shares0.00%2026-03-312026-04-20

AJG GALLAGHER ARTHUR J & CO1.0K shares0.00%2026-03-312026-04-20

IJT ISHARES TR1.5K shares0.00%2026-03-312026-04-20

Sponsored

TRV TRAVELERS COMPANIES INC734 shares0.00%2026-03-312026-04-20

NOA NORTH AMERN CONSTR GROUP LTD15.8K shares0.46%2026-03-312026-04-20

AMT AMERICAN TOWER CORP1.2K shares1.09%2026-03-312026-04-20

XLY SELECT SECTOR SPDR TR1.9K shares0.00%2026-03-312026-04-20

DTD WISDOMTREE TR2.4K shares-1.64%2026-03-312026-04-20

ADI ANALOG DEVICES INC640 sharesnew addition2026-03-312026-04-20

VCSH VANGUARD SCOTTSDALE FDS2.6K sharesnew addition2026-03-312026-04-20

AEP AMERICAN ELEC PWR CO INC1.5K sharesnew addition2026-03-312026-04-20

Sponsored

COP CONOCOPHILLIPS1.5K sharesnew addition2026-03-312026-04-20

KYN KAYNE ANDERSON ENERGY INFRST11.4K shares3.00%2026-03-312026-04-20

MSFT

MICROSOFT CORP

2.15%

Shares36.5K

Event2026-03-31

Filed2026-04-20

BLACKSTONE INC

14.31%

Shares92.3K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

-0.48%

Shares38.4K

Event2026-03-31

Filed2026-04-20

HCA

HCA HEALTHCARE INC

-0.78%

Shares15.8K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

-0.71%

Shares39.2K

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHOLESALE CORPORATION

-3.52%

Shares6.5K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

0.14%

Shares21.2K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

-0.39%

Shares28.4K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

-0.09%

Shares17.9K

Event2026-03-31

Filed2026-04-20

MOAT

VANECK ETF TRUST

0.14%

Shares52.1K

Event2026-03-31

Filed2026-04-20

DGRO

ISHARES TR

1.33%

Shares68.2K

Event2026-03-31

Filed2026-04-20

GBDC

GOLUB CAP BDC INC

2.63%

Shares362.8K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-1.95%

Shares14.7K

Event2026-03-31

Filed2026-04-20

VIG

VANGUARD SPECIALIZED FUNDS

2.34%

Shares17.1K

Event2026-03-31

Filed2026-04-20

MASTERCARD INCORPORATED

-1.18%

Shares7.1K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

0.12%

Shares5.8K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR

-0.40%

Shares5.2K

Event2026-03-31

Filed2026-04-20

BIP

BROOKFIELD INFRASTRUCTURE PA

-0.50%

Shares82.9K

Event2026-03-31

Filed2026-04-20

OWL

BLUE OWL CAPITAL INC

22.59%

Shares327.1K

Event2026-03-31

Filed2026-04-20

AVUV

AMERICAN CENTY ETF TR

-2.00%

Shares26.6K

Event2026-03-31

Filed2026-04-20

VISA INC

-1.21%

Shares9.0K

Event2026-03-31

Filed2026-04-20

ITOT

ISHARES TR

2.29%

Shares18.6K

Event2026-03-31

Filed2026-04-20

MPC

MARATHON PETE CORP

-1.06%

Shares10.2K

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR

4.62%

Shares4.2K

Event2026-03-31

Filed2026-04-20

NMFC

NEW MTN FIN CORP

18.16%

Shares316.8K

Event2026-03-31

Filed2026-04-20

IJR

ISHARES TR

4.13%

Shares19.2K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-20

IJH

ISHARES TR

2.88%

Shares33.6K

Event2026-03-31

Filed2026-04-20

INVESCO EXCHANGE TRADED FD T

0.63%

Shares12.2K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

3.24%

Shares9.0K

Event2026-03-31

Filed2026-04-20

IVE

ISHARES TR

2.69%

Shares10.5K

Event2026-03-31

Filed2026-04-20

GOLDMAN SACHS GROUP INC

-2.06%

Shares2.5K

Event2026-03-31

Filed2026-04-20

IWF

ISHARES TR

4.44%

Shares5.0K

Event2026-03-31

Filed2026-04-20

QUAL

ISHARES TR

-1.51%

Shares11.0K

Event2026-03-31

Filed2026-04-20

NMRK

NEWMARK GROUP INC

0.44%

Shares126.5K

Event2026-03-31

Filed2026-04-20

VBR

VANGUARD INDEX FDS

5.17%

Shares8.7K

Event2026-03-31

Filed2026-04-20

BROADCOM INC

1.90%

Shares6.0K

Event2026-03-31

Filed2026-04-20

VBK

VANGUARD INDEX FDS

5.76%

Shares5.9K

Event2026-03-31

Filed2026-04-20

OBDC

BLUE OWL CAPITAL CORPORATION

-10.79%

Shares156.6K

Event2026-03-31

Filed2026-04-20

COCA COLA CO

-0.08%

Shares22.6K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

1.17%

Shares2.5K

Event2026-03-31

Filed2026-04-20

EATON CORP PLC

0.55%

Shares4.6K

Event2026-03-31

Filed2026-04-20

OKE

ONEOK INC NEW

0.44%

Shares17.6K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

5.92%

Shares6.0K

Event2026-03-31

Filed2026-04-20

IWO

ISHARES TR

6.24%

Shares5.0K

Event2026-03-31

Filed2026-04-20

TJX

TJX COS INC NEW

-5.84%

Shares9.0K

Event2026-03-31

Filed2026-04-20

USMV

ISHARES TR

5.17%

Shares15.9K

Event2026-03-31

Filed2026-04-20

DLN

WISDOMTREE TR

6.69%

Shares16.0K

Event2026-03-31

Filed2026-04-20

XLF

SELECT SECTOR SPDR TR

-0.70%

Shares28.5K

Event2026-03-31

Filed2026-04-20

IWD

ISHARES TR

7.38%

Shares6.5K

Event2026-03-31

Filed2026-04-20

IEMG

ISHARES INC

7.48%

Shares19.6K

Event2026-03-31

Filed2026-04-20

ABBV

ABBVIE INC

-2.41%

Shares6.3K

Event2026-03-31

Filed2026-04-20

UNH

UNITEDHEALTH GROUP INC

-3.29%

Shares4.9K

Event2026-03-31

Filed2026-04-20

BGB

BLACKSTONE STRATEGIC CRED 20

-4.07%

Shares103.1K

Event2026-03-31

Filed2026-04-20

IEFA

ISHARES TR

9.63%

Shares12.7K

Event2026-03-31

Filed2026-04-20

RDVY

FIRST TR EXCHANGE TRADED FD

5.70%

Shares16.6K

Event2026-03-31

Filed2026-04-20

IWM

ISHARES TR

8.85%

Shares4.5K

Event2026-03-31

Filed2026-04-20

IDEV

ISHARES TR

9.16%

Shares13.2K

Event2026-03-31

Filed2026-04-20

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares30.4K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

-0.16%

Shares3.7K

Event2026-03-31

Filed2026-04-20

VPU

VANGUARD WORLD FD

0.38%

Shares5.6K

Event2026-03-31

Filed2026-04-20

DFAI

DIMENSIONAL ETF TRUST

2.19%

Shares27.5K

Event2026-03-31

Filed2026-04-20

AVLV

AMERICAN CENTY ETF TR

0.09%

Shares13.1K

Event2026-03-31

Filed2026-04-20

NEE

NEXTERA ENERGY INC

-4.80%

Shares11.3K

Event2026-03-31

Filed2026-04-20

JMST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares20.0K

Event2026-03-31

Filed2026-04-20

SCHW

SCHWAB CHARLES CORP

0.24%

Shares10.9K

Event2026-03-31

Filed2026-04-20

NFLX

NETFLIX INC.

0.14%

Shares10.5K

Event2026-03-31

Filed2026-04-20

LLY

ELI LILLY & CO

1.02%

Shares1.1K

Event2026-03-31

Filed2026-04-20

IQV

IQVIA HLDGS INC

-5.92%

Shares5.8K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

-0.35%

Shares3.4K

Event2026-03-31

Filed2026-04-20

BSL

BLACKSTONE SENI FLTN RAT 202

-1.04%

Shares73.4K

Event2026-03-31

Filed2026-04-20

APH

AMPHENOL CORP

-42.66%

Shares7.5K

Event2026-03-31

Filed2026-04-20

IWS

ISHARES TR

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-20

UNP

UNION PAC CORP

1.36%

Shares3.9K

Event2026-03-31

Filed2026-04-20

VDE

VANGUARD WORLD FD

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-20

XLK

SELECT SECTOR SPDR TR

-0.47%

Shares7.0K

Event2026-03-31

Filed2026-04-20

EPD

ENTERPRISE PRODS PARTNERS L

1.45%

Shares24.3K

Event2026-03-31

Filed2026-04-20

IWB

ISHARES TR

5.90%

Shares2.5K

Event2026-03-31

Filed2026-04-20

INVESCO EXCH TRADED FD TR II

-0.75%

Shares12.1K

Event2026-03-31

Filed2026-04-20

JEPI

J P MORGAN EXCHANGE TRADED F

7.10%

Shares15.3K

Event2026-03-31

Filed2026-04-20

TMO

THERMO FISHER SCIENTIFIC INC

-3.23%

Shares1.7K

Event2026-03-31

Filed2026-04-20

SGRY

SURGERY PARTNERS INC

0.00%

Shares68.1K

Event2026-03-31

Filed2026-04-20

BAC

BANK AMERICA CORP

2.95%

Shares16.6K

Event2026-03-31

Filed2026-04-20

IWR

ISHARES TR

14.28%

Shares8.3K

Event2026-03-31

Filed2026-04-20

LRGF

ISHARES TR

-0.13%

Shares11.9K

Event2026-03-31

Filed2026-04-20

DFAE

DIMENSIONAL ETF TRUST

3.33%

Shares22.9K

Event2026-03-31

Filed2026-04-20

UBSI

UNITED BANKSHARES INC WEST V

0.00%

Shares18.8K

Event2026-03-31

Filed2026-04-20

HON

HONEYWELL INTL INC

-1.85%

Shares3.4K

Event2026-03-31

Filed2026-04-20

PANW

PALO ALTO NETWORKS INC

-4.99%

Shares4.7K

Event2026-03-31

Filed2026-04-20

VTV

VANGUARD INDEX FDS

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-20

RTX

RTX CORPORATION

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-20

FIRSTENERGY CORP

-6.59%

Shares14.6K

Event2026-03-31

Filed2026-04-20

CSCO

CISCO SYS INC

4.97%

Shares9.4K

Event2026-03-31

Filed2026-04-20

RJF

RAYMOND JAMES FINL INC

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-20

BLACKROCK INC

-6.00%

Shares721

Event2026-03-31

Filed2026-04-20

XLU

SELECT SECTOR SPDR TR

-3.18%

Shares15.5K

Event2026-03-31

Filed2026-04-20

TSLA

TESLA INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-20

DFIV

DIMENSIONAL ETF TRUST

2.81%

Shares12.6K

Event2026-03-31

Filed2026-04-20

VLUE

ISHARES TR

0.05%

Shares4.4K

Event2026-03-31

Filed2026-04-20

HOME DEPOT INC

4.02%

Shares1.9K

Event2026-03-31

Filed2026-04-20

CVX

CHEVRON CORPORATION

-0.66%

Shares3.0K

Event2026-03-31

Filed2026-04-20

SCHD

SCHWAB STRATEGIC TR

0.53%

Shares19.9K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

0.53%

Shares3.6K

Event2026-03-31

Filed2026-04-20

CTAS

CINTAS CORP

16.45%

Shares3.6K

Event2026-03-31

Filed2026-04-20

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares19.5K

Event2026-03-31

Filed2026-04-20

AVDV

AMERICAN CENTY ETF TR

1.86%

Shares6.0K

Event2026-03-31

Filed2026-04-20

VLO

VALERO ENERGY CORP

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-20

PEP

PEPSICO INC

0.80%

Shares3.8K

Event2026-03-31

Filed2026-04-20

CITIGROUP INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-20

DFEV

DIMENSIONAL ETF TRUST

2.44%

Shares16.2K

Event2026-03-31

Filed2026-04-20

DFIC

DIMENSIONAL ETF TRUST

3.21%

Shares15.9K

Event2026-03-31

Filed2026-04-20

SCI

SERVICE CORP INTL

-3.20%

Shares6.9K

Event2026-03-31

Filed2026-04-20

BGC

BGC GROUP INC

0.00%

Shares57.8K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

11.81%

Shares4.5K

Event2026-03-31

Filed2026-04-20

DFIS

DIMENSIONAL ETF TRUST

3.22%

Shares16.3K

Event2026-03-31

Filed2026-04-20

EFV

ISHARES TR

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-20

WFC

WELLS FARGO & CO

-1.30%

Shares6.8K

Event2026-03-31

Filed2026-04-20

COWZ

PACER FDS TR

-0.08%

Shares8.7K

Event2026-03-31

Filed2026-04-20

SCZ

ISHARES TR

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-20

WCN

WASTE CONNECTIONS INC

-5.49%

Shares3.3K

Event2026-03-31

Filed2026-04-20

LNG

CHENIERE ENERGY INC

-9.25%

Shares1.9K

Event2026-03-31

Filed2026-04-20

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-20

AVUS

AMERICAN CENTY ETF TR

1.93%

Shares4.7K

Event2026-03-31

Filed2026-04-20

ZTS

ZOETIS INC

21.82%

Shares4.4K

Event2026-03-31

Filed2026-04-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-20