Sponsored

The Analysis of TRED AVON FAMILY WEALTH, LLC's Holdings & P&L

Currently, TRED AVON FAMILY WEALTH, LLC holds 261 types of securities in its portfolio with a total value $301.3M. In the most recent quarter, they have increased their positions in N/A (+22.9K shares, valued at $911.9K), OMAH (+40.0K shares, valued at $720.8K), BBY (+10.7K shares, valued at $690.1K); decreased their positions in N/A (-6.9K shares, valued at $3.3M), BAC (-35.5K shares, valued at $1.7M), N/A (-2.5K shares, valued at $898.8K); initiated new positions in N/A (+22.9K shares, valued at $911.9K), OMAH (+40.0K shares, valued at $720.8K), BBY (+10.7K shares, valued at $690.1K).

1M P&L

+6.3M+2.31%

3M P&L

-2.6M-0.93%

HY P&L

+3.5M+1.27%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A57.8M

22.5%

2Banks - Diversified19.1M

7.4%

3Drug Manufacturers - General17.0M

6.6%

Top Industries by Stock Count

1N/A46 stocks

20.4%

2Oil & Gas Midstream9 stocks

4.0%

3Drug Manufacturers - General8 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BAC BANK AMERICA CORP286.8K shares-11.02%2026-03-312026-04-22

IVV ISHARES TR16.1K shares-6.46%2026-03-312026-04-22

AAPL APPLE INC39.9K shares-3.21%2026-03-312026-04-22

MSFT MICROSOFT CORP25.2K shares-0.31%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON29.5K shares-1.64%2026-03-312026-04-22

AMZN AMAZON COM INC32.2K shares-1.15%2026-03-312026-04-22

ALPHABET INC ALPHABET INC20.7K shares-1.45%2026-03-312026-04-22

NVDA NVIDIA CORPORATION30.0K shares-7.52%2026-03-312026-04-22

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.3K shares-39.89%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO15.1K shares-0.79%2026-03-312026-04-22

VTI VANGUARD INDEX FDS13.2K shares3.47%2026-03-312026-04-22

XOM EXXON MOBIL CORP24.0K shares-2.02%2026-03-312026-04-22

ALPHABET INC ALPHABET INC13.4K shares-3.96%2026-03-312026-04-22

BROADCOM INC BROADCOM INC12.3K shares-0.49%2026-03-312026-04-22

VWO VANGUARD INTL EQUITY INDEX F68.5K shares3.11%2026-03-312026-04-22

GBDC GOLUB CAP BDC INC247.2K shares1.54%2026-03-312026-04-22

Sponsored

LLY ELI LILLY & CO3.3K shares-1.44%2026-03-312026-04-22

VEU VANGUARD INTL EQUITY INDEX F39.7K shares17.79%2026-03-312026-04-22

NEE NEXTERA ENERGY INC31.2K shares0.00%2026-03-312026-04-22

V VISA INC8.9K shares3.02%2026-03-312026-04-22

TMO THERMO FISHER SCIENTIFIC INC5.3K shares3.17%2026-03-312026-04-22

ABT ABBOTT LABORATORIES24.7K shares-0.21%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS4.0K shares5.62%2026-03-312026-04-22

FBTC FIDELITY WISE ORIGIN BITCOIN40.1K shares-0.10%2026-03-312026-04-22

Sponsored

META META PLATFORMS INC4.0K shares3.96%2026-03-312026-04-22

ABBV ABBVIE INC10.5K shares6.49%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T3.3K shares0.09%2026-03-312026-04-22

WMT WALMART INC16.7K shares-1.09%2026-03-312026-04-22

DFUV DIMENSIONAL ETF TRUST41.9K shares0.00%2026-03-312026-04-22

PANW PALO ALTO NETWORKS INC12.6K shares0.62%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC5.6K shares-30.86%2026-03-312026-04-22

ADVISORS INNER CIRCLE FD III ADVISORS INNER CIRCLE FD III78.1K shares-1.72%2026-03-312026-04-22

Sponsored

SCHD SCHWAB STRATEGIC TR62.3K shares-8.33%2026-03-312026-04-22

MCD MCDONALDS CORP6.0K shares-0.89%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC36.3K shares11.69%2026-03-312026-04-22

RSG REPUBLIC SVCS INC8.3K shares0.00%2026-03-312026-04-22

PEP PEPSICO INC11.4K shares-0.87%2026-03-312026-04-22

VB VANGUARD INDEX FDS6.7K shares-2.89%2026-03-312026-04-22

IEFA ISHARES TR19.3K shares11.26%2026-03-312026-04-22

PG PROCTER & GAMBLE CO12.0K shares0.00%2026-03-312026-04-22

Sponsored

IJH ISHARES TR25.0K shares5.44%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION1.7K shares-2.07%2026-03-312026-04-22

CSCO CISCO SYS INC21.2K shares-4.94%2026-03-312026-04-22

TJX TJX COS INC NEW10.0K shares-1.20%2026-03-312026-04-22

PFE PFIZER INC56.0K shares10.68%2026-03-312026-04-22

BLACKSTONE INC BLACKSTONE INC13.5K shares40.17%2026-03-312026-04-22

TT TRANE TECHNOLOGIES PLC3.7K shares0.91%2026-03-312026-04-22

ACGL ARCH CAP GROUP LTD15.6K shares71.10%2026-03-312026-04-22

Sponsored

BLACKROCK INC BLACKROCK INC1.5K shares10.75%2026-03-312026-04-22

DHR DANAHER CORP DEL7.7K shares8.23%2026-03-312026-04-22

HON HONEYWELL INTL INC6.4K shares-4.66%2026-03-312026-04-22

EPD ENTERPRISE PRODS PARTNERS L37.2K shares12.22%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC8.5K shares-0.02%2026-03-312026-04-22

BASG ADVISORS INNER CIRCLE FD III60.8K shares-7.48%2026-03-312026-04-22

BMY BRISTOL-MYERS SQUIBB CO21.6K shares19.81%2026-03-312026-04-22

IEI ISHARES TR10.7K shares0.13%2026-03-312026-04-22

Sponsored

PH PARKER-HANNIFIN CORP1.4K shares0.00%2026-03-312026-04-22

APH AMPHENOL CORP9.9K shares-0.73%2026-03-312026-04-22

HD HOME DEPOT INC3.7K shares-1.27%2026-03-312026-04-22

DLR DIGITAL RLTY TR INC6.8K shares17.30%2026-03-312026-04-22

D DOMINION ENERGY INC19.5K shares18.76%2026-03-312026-04-22

KO COCA COLA CO15.8K shares0.00%2026-03-312026-04-22

SBRA SABRA HEALTH CARE REIT INC61.7K shares19.97%2026-03-312026-04-22

MA MASTERCARD INCORPORATED2.4K shares0.47%2026-03-312026-04-22

Sponsored

KNTK KINETIK HOLDINGS INC24.2K shares41.92%2026-03-312026-04-22

NFLX NETFLIX INC.12.1K shares-0.12%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR2.0K shares3.06%2026-03-312026-04-22

SHBI SHORE BANCSHARES INC62.2K shares0.00%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO3.8K shares-8.80%2026-03-312026-04-22

MPLX MPLX LP20.3K shares20.75%2026-03-312026-04-22

LINDE PLC LINDE PLC2.3K shares-1.78%2026-03-312026-04-22

VXUS VANGUARD STAR FDS14.6K shares14.30%2026-03-312026-04-22

Sponsored

IXUS ISHARES TR12.8K shares0.00%2026-03-312026-04-22

CWEN.A CLEARWAY ENERGY INC28.1K shares-14.72%2026-03-312026-04-22

CVX CHEVRON CORPORATION5.3K shares8.16%2026-03-312026-04-22

FCX FREEPORT MCMORAN INC18.6K shares-14.69%2026-03-312026-04-22

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC15.3K shares24.96%2026-03-312026-04-22

O REALTY INCOME CORP17.7K shares16.73%2026-03-312026-04-22

TSLX SIXTH STREET SPECIALTY LENDI55.8K shares26.63%2026-03-312026-04-22

XLE SELECT SECTOR SPDR TR16.7K shares0.00%2026-03-312026-04-22

Sponsored

FLNG FLEX LNG LTD34.0K shares33.04%2026-03-312026-04-22

DIS DISNEY WALT CO10.4K shares24.94%2026-03-312026-04-22

ET ENERGY TRANSFER L P51.2K shares-0.88%2026-03-312026-04-22

AFL AFLAC INC8.9K shares0.00%2026-03-312026-04-22

NOC NORTHROP GRUMMAN CORP1.4K shares-5.30%2026-03-312026-04-22

DSI ISHARES TR7.9K shares0.00%2026-03-312026-04-22

ORCL ORACLE CORP6.4K shares-5.37%2026-03-312026-04-22

HTGC HERCULES CAPITAL INC63.7K shares17.51%2026-03-312026-04-22

Sponsored

LAMR LAMAR ADVERTISING CO7.4K shares-7.71%2026-03-312026-04-22

EMLP FIRST TR EXCHANGE-TRADED FD21.2K shares-2.65%2026-03-312026-04-22

IGF ISHARES TR13.8K shares-2.65%2026-03-312026-04-22

IBIT ISHARES BITCOIN TRUST ETF24.0K shares0.00%2026-03-312026-04-22

TOTALENERGIES SE TOTALENERGIES SE10.2K shares-14.16%2026-03-312026-04-22

GSK PLC GSK PLC16.6K shares-12.03%2026-03-312026-04-22

AMCOR PLC AMCOR PLC22.9K sharesnew addition2026-03-312026-04-22

PSTL POSTAL REALTY TRUST INC48.9K shares-2.88%2026-03-312026-04-22

Sponsored

HWM HOWMET AEROSPACE INC3.9K shares2.22%2026-03-312026-04-22

MCHPP MICROCHIP TECHNOLOGY INC.15.8K shares12.79%2026-03-312026-04-22

COLB COLUMBIA BKG SYS INC32.5K shares12.79%2026-03-312026-04-22

RHP RYMAN HOSPITALITY PPTYS INC9.4K shares7.42%2026-03-312026-04-22

KMB KIMBERLY-CLARK CORP8.8K shares30.73%2026-03-312026-04-22

MAR MARRIOTT INTL INC NEW2.6K shares-1.20%2026-03-312026-04-22

KB KB FINL GROUP INC8.3K shares-12.99%2026-03-312026-04-22

CRM SALESFORCE INC4.4K shares-28.06%2026-03-312026-04-22

Sponsored

RIO RIO TINTO PLC8.8K shares-13.99%2026-03-312026-04-22

HUBBELL INC HUBBELL INC1.7K shares0.06%2026-03-312026-04-22

NATIONAL GRID PLC NATIONAL GRID PLC9.6K shares1.75%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS3.3K shares162.87%2026-03-312026-04-22

EFA ISHARES TR8.3K shares-2.70%2026-03-312026-04-22

QCOM QUALCOMM INC6.2K shares1.15%2026-03-312026-04-22

RTX RTX CORPORATION4.1K shares8.65%2026-03-312026-04-22

SYK STRYKER CORPORATION2.4K shares0.00%2026-03-312026-04-22

Sponsored

MSTR STRATEGY INC6.2K shares-30.45%2026-03-312026-04-22

VICI VICI PPTYS INC28.1K shares60.18%2026-03-312026-04-22

UNILEVER PLC UNILEVER PLC13.4K shares-1.44%2026-03-312026-04-22

PSX PHILLIPS 664.2K shares-22.72%2026-03-312026-04-22

UNP UNION PAC CORP3.1K shares2.09%2026-03-312026-04-22

IX ORIX CORP25.2K shares-12.87%2026-03-312026-04-22

FTAI AVIATION LTD FTAI AVIATION LTD3.0K shares0.63%2026-03-312026-04-22

GE AEROSPACE GE AEROSPACE2.6K shares-8.83%2026-03-312026-04-22

Sponsored

ETD ETHAN ALLEN INTERIORS INC33.4K shares122.43%2026-03-312026-04-22

DELL DELL TECHNOLOGIES INC4.5K shares-4.75%2026-03-312026-04-22

UPS UNITED PARCEL SVCS INC7.4K shares7.34%2026-03-312026-04-22

SCHW SCHWAB CHARLES CORP7.7K shares-5.04%2026-03-312026-04-22

OMAH TIDAL TRUST III40.0K sharesnew addition2026-03-312026-04-22

QUAL ISHARES TR3.7K shares0.00%2026-03-312026-04-22

ITW ILLINOIS TOOL WKS INC2.7K shares-14.21%2026-03-312026-04-22

VUG VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-04-22

Sponsored

ARKB ARK 21SHARES BITCOIN ETF31.3K shares0.00%2026-03-312026-04-22

AJG GALLAGHER ARTHUR J & CO3.2K shares-0.65%2026-03-312026-04-22

TER TERADYNE INC2.3K shares-25.78%2026-03-312026-04-22

BBY BEST BUY INC10.7K sharesnew addition2026-03-312026-04-22

VO VANGUARD INDEX FDS2.4K shares0.00%2026-03-312026-04-22

SYY SYSCO CORP9.5K shares-3.04%2026-03-312026-04-22

ASML ASML HLDG NV510 shares0.00%2026-03-312026-04-22

MRP MILLROSE PPTYS INC23.9K shares73.62%2026-03-312026-04-22

Sponsored

BSX BOSTON SCIENTIFIC CORP10.7K shares25.31%2026-03-312026-04-22

WU WESTERN UN CO76.6K shares43.23%2026-03-312026-04-22

KKR & CO INC KKR & CO INC7.2K shares-27.54%2026-03-312026-04-22

CLX CLOROX CO DEL6.4K sharesnew addition2026-03-312026-04-22

TXN TEXAS INSTRS INC3.4K shares1.34%2026-03-312026-04-22

AMBP ARDAGH METAL PACKAGING S A163.5K shares-2.02%2026-03-312026-04-22

PFF ISHARES TR21.7K shares24.38%2026-03-312026-04-22

VTR VENTAS INC7.9K shares-8.52%2026-03-312026-04-22

Sponsored

SHEL SHELL PLC6.9K shares-8.99%2026-03-312026-04-22

VYMI VANGUARD WHITEHALL FDS6.7K shares-1.73%2026-03-312026-04-22

SMFG SUMITOMO MITSUI FIN GRP INC31.7K shares-15.10%2026-03-312026-04-22

IJR ISHARES TR5.0K shares38.99%2026-03-312026-04-22

NVS NOVARTIS AG4.1K shares-3.27%2026-03-312026-04-22

XPO XPO INC3.1K shares-19.51%2026-03-312026-04-22

UBER UBER TECHNOLOGIES INC8.5K shares-0.87%2026-03-312026-04-22

LYB LYONDELLBASELL INDUSTRIES NV7.2K shares-42.54%2026-03-312026-04-22

Sponsored

TRGP TARGA RES CORP2.2K shares0.00%2026-03-312026-04-22

CAG CONAGRA BRANDS INC35.7K shares12.34%2026-03-312026-04-22

INTU INTUIT1.3K shares-1.67%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP925 shares17.39%2026-03-312026-04-22

VGT VANGUARD WORLD FD800 sharesnew addition2026-03-312026-04-22

HMC HONDA MOTOR CO LTD22.7K shares-11.33%2026-03-312026-04-22

TSLA TESLA INC1.5K shares0.00%2026-03-312026-04-22

MEDTRONIC PLC MEDTRONIC PLC6.3K shares-1.24%2026-03-312026-04-22

Sponsored

GILD GILEAD SCIENCES INC3.9K shares2.69%2026-03-312026-04-22

ISRG INTUITIVE SURGICAL INC1.2K shares-1.60%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC4.4K shares-5.04%2026-03-312026-04-22

DFEM DIMENSIONAL ETF TRUST15.5K sharesnew addition2026-03-312026-04-22

AEP AMERICAN ELEC PWR CO INC4.0K shares0.00%2026-03-312026-04-22

AUB ATLANTIC UN BANKSHARES CORP14.7K shares0.00%2026-03-312026-04-22

CTVA CORTEVA INC6.2K shares2.53%2026-03-312026-04-22

LH LABCORP HOLDINGS INC2.0K sharesnew addition2026-03-312026-04-22

Sponsored

IWF ISHARES TR1.2K shares109.90%2026-03-312026-04-22

AMT AMERICAN TOWER CORP3.0K shares0.95%2026-03-312026-04-22

G GENPACT LIMITED13.7K shares200.70%2026-03-312026-04-22

KMI KINDER MORGAN INC DEL14.7K shares-4.83%2026-03-312026-04-22

DE DEERE & CO868 shares0.00%2026-03-312026-04-22

LHX L3HARRIS TECHNOLOGIES INC1.4K shares-0.43%2026-03-312026-04-22

WSO WATSCO INC1.3K shares11.75%2026-03-312026-04-22

VRT VERTIV HOLDINGS CO1.9K shares0.00%2026-03-312026-04-22

Sponsored

INTC INTEL CORP10.6K shares9.96%2026-03-312026-04-22

AMGN AMGEN INC1.3K shares3.60%2026-03-312026-04-22

IJT ISHARES TR3.1K shares61.97%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS2.1K shares59.85%2026-03-312026-04-22

MTRN MATERION CORP3.1K shares-0.32%2026-03-312026-04-22

SRE SEMPRA4.5K shares4.05%2026-03-312026-04-22

MDY STATE STR SPDR S&P MIDCAP 40707 shares-5.35%2026-03-312026-04-22

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY5.5K shares-0.13%2026-03-312026-04-22

Sponsored

COP CONOCOPHILLIPS3.3K shares8.37%2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC1.6K shares-57.00%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC501 shares2.04%2026-03-312026-04-22

IWR ISHARES TR4.3K shares0.00%2026-03-312026-04-22

GXO GXO LOGISTICS INCORPORATED8.0K shares-1.48%2026-03-312026-04-22

CSX CSX CORP10.0K shares0.00%2026-03-312026-04-22

APTIV PLC APTIV PLC5.8K sharesnew addition2026-03-312026-04-22

CSL CARLISLE COS INC1.2K shares0.33%2026-03-312026-04-22

Sponsored

HASI HA SUSTAINABLE INFRA CAP INC10.9K shares0.00%2026-03-312026-04-22

BA BOEING CO2.0K shares21.70%2026-03-312026-04-22

NEM NEWMONT CORP3.7K shares-36.03%2026-03-312026-04-22

CITIGROUP INC CITIGROUP INC3.5K shares-2.57%2026-03-312026-04-22

REGN REGENERON PHARMACEUTICALS507 shares3.47%2026-03-312026-04-22

WHR WHIRLPOOL CORP7.2K shares23.36%2026-03-312026-04-22

CEG CONSTELLATION ENERGY CORP1.4K shares22.50%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares-5.57%2026-03-312026-04-22

Sponsored

PEY INVESCO EXCHANGE TRADED FD T17.8K shares0.00%2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR4.2K shares0.00%2026-03-312026-04-22

ADVISORS INNER CIRCLE FD III ADVISORS INNER CIRCLE FD III13.8K shares40.55%2026-03-312026-04-22

ADI ANALOG DEVICES INC1.2K shares0.00%2026-03-312026-04-22

ADP AUTOMATIC DATA PROCESSING IN1.8K shares-7.36%2026-03-312026-04-22

BN BROOKFIELD CORP8.7K shares0.00%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.8K shares3.58%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.3K shares0.00%2026-03-312026-04-22

Sponsored

SCHG SCHWAB STRATEGIC TR11.7K shares0.00%2026-03-312026-04-22

NXT NEXTPOWER INC2.7K shares0.04%2026-03-312026-04-22

PPG PPG INDS INC3.1K shares-0.10%2026-03-312026-04-22

FICO FAIR ISAAC CORP305 shares0.00%2026-03-312026-04-22

URI UNITED RENTALS INC446 shares12.63%2026-03-312026-04-22

CL COLGATE PALMOLIVE CO3.7K shares-0.03%2026-03-312026-04-22

ENB ENBRIDGE INC5.9K shares0.00%2026-03-312026-04-22

QNITY ELECTRONICS INC QNITY ELECTRONICS INC2.7K shares0.00%2026-03-312026-04-22

Sponsored

WCN WASTE CONNECTIONS INC1.9K shares1.42%2026-03-312026-04-22

EMR EMERSON ELEC CO2.3K shares0.00%2026-03-312026-04-22

MU MICRON TECHNOLOGY INC887 shares13.43%2026-03-312026-04-22

DKS DICKS SPORTING GOODS INC1.5K sharesnew addition2026-03-312026-04-22

AME AMETEK INC1.4K shares7.36%2026-03-312026-04-22

ZBH ZIMMER BIOMET HOLDINGS INC3.2K shares40.51%2026-03-312026-04-22

DOCU DOCUSIGN INC6.2K shares3.61%2026-03-312026-04-22

CASY CASEYS GEN STORES INC398 shares-36.52%2026-03-312026-04-22

Sponsored

PAGP PLAINS GP HLDGS L P11.9K sharesnew addition2026-03-312026-04-22

MS MORGAN STANLEY1.7K shares-7.20%2026-03-312026-04-22

FANG DIAMONDBACK ENERGY INC1.4K shares0.07%2026-03-312026-04-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.2K shares8.84%2026-03-312026-04-22

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL3.3K shares-0.06%2026-03-312026-04-22

IUSV ISHARES TR2.7K sharesnew addition2026-03-312026-04-22

FLEX FLEXTRONICS INTL LTD4.2K shares8.90%2026-03-312026-04-22

TRIP TRIPADVISOR INC25.3K shares-0.06%2026-03-312026-04-22

Sponsored

EWJ ISHARES INC3.2K sharesnew addition2026-03-312026-04-22

ZTS ZOETIS INC2.2K shares-53.00%2026-03-312026-04-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.3K sharesnew addition2026-03-312026-04-22

TMUS T-MOBILE US INC1.2K shares-5.15%2026-03-312026-04-22

HEI HEICO CORP NEW942 shares0.00%2026-03-312026-04-22

SLB SLB LIMITED5.0K shares-13.05%2026-03-312026-04-22

IR INGERSOLL RAND INC3.2K shares0.13%2026-03-312026-04-22

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC5.5K shares0.16%2026-03-312026-04-22

Sponsored

VNQ VANGUARD INDEX FDS2.8K sharesnew addition2026-03-312026-04-22

CARR CARRIER GLOBAL CORPORATION4.4K shares-3.47%2026-03-312026-04-22

SBUX STARBUCKS CORP2.8K shares-2.55%2026-03-312026-04-22

MLM MARTIN MARIETTA MATLS INC418 shares-0.71%2026-03-312026-04-22

MDLZ MONDELEZ INTL INC4.2K sharesnew addition2026-03-312026-04-22

ESE ESCO TECHNOLOGIES INC863 sharesnew addition2026-03-312026-04-22

APD AIR PRODUCTS AND CHEMICALS I832 shares0.12%2026-03-312026-04-22

T AT&T INC8.1K shares0.11%2026-03-312026-04-22

Sponsored

WTRG ESSENTIAL UTILS INC5.8K shares0.00%2026-03-312026-04-22

AMAT APPLIED MATLS INC677 sharesnew addition2026-03-312026-04-22

VST VISTRA CORP1.5K shares-4.38%2026-03-312026-04-22

DFAS DIMENSIONAL ETF TRUST3.2K shares0.00%2026-03-312026-04-22

MO ALTRIA GROUP INC3.3K sharesnew addition2026-03-312026-04-22

STERIS PLC STERIS PLC975 shares0.00%2026-03-312026-04-22

NKE NIKE INC4.1K shares0.89%2026-03-312026-04-22

EG EVEREST GROUP LTD657 shares6.48%2026-03-312026-04-22

Sponsored

LOW LOWES COS INC898 shares-4.77%2026-03-312026-04-22

AMP AMERIPRISE FINL INC477 shares-8.62%2026-03-312026-04-22

VYM VANGUARD WHITEHALL FDS1.4K shares0.00%2026-03-312026-04-22

DVY ISHARES TR1.3K shares-76.12%2026-03-312026-04-22

IDV ISHARES TR4.7K sharesnew addition2026-03-312026-04-22

BAC

BANK AMERICA CORP

-11.02%

Shares286.8K

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

-6.46%

Shares16.1K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-3.21%

Shares39.9K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

-0.31%

Shares25.2K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

-1.64%

Shares29.5K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

-1.15%

Shares32.2K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-1.45%

Shares20.7K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

-7.52%

Shares30.0K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

-39.89%

Shares10.3K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

-0.79%

Shares15.1K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

3.47%

Shares13.2K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

-2.02%

Shares24.0K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-3.96%

Shares13.4K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

-0.49%

Shares12.3K

Event2026-03-31

Filed2026-04-22

VWO

VANGUARD INTL EQUITY INDEX F

3.11%

Shares68.5K

Event2026-03-31

Filed2026-04-22

GBDC

GOLUB CAP BDC INC

1.54%

Shares247.2K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY & CO

-1.44%

Shares3.3K

Event2026-03-31

Filed2026-04-22

VEU

VANGUARD INTL EQUITY INDEX F

17.79%

Shares39.7K

Event2026-03-31

Filed2026-04-22

NEE

NEXTERA ENERGY INC

0.00%

Shares31.2K

Event2026-03-31

Filed2026-04-22

VISA INC

3.02%

Shares8.9K

Event2026-03-31

Filed2026-04-22

TMO

THERMO FISHER SCIENTIFIC INC

3.17%

Shares5.3K

Event2026-03-31

Filed2026-04-22

ABT

ABBOTT LABORATORIES

-0.21%

Shares24.7K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

5.62%

Shares4.0K

Event2026-03-31

Filed2026-04-22

FBTC

FIDELITY WISE ORIGIN BITCOIN

-0.10%

Shares40.1K

Event2026-03-31

Filed2026-04-22