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The Analysis of Triangle Securities Wealth Management's Holdings & P&L

Currently, Triangle Securities Wealth Management holds 206 types of securities in its portfolio with a total value $440.6M. In the most recent quarter, they have increased their positions in DFSV (+41.8K shares, valued at $1.5M), AVMV (+19.7K shares, valued at $1.5M), LYB (+13.8K shares, valued at $1.1M); decreased their positions in IJH (-128.2K shares, valued at $8.7M), AAPL (-30.6K shares, valued at $7.8M), CAT (-7.2K shares, valued at $5.1M); initiated new positions in LYB (+13.8K shares, valued at $1.1M), FORM (+2.4K shares, valued at $236.8K), MDLZ (+4.0K shares, valued at $229.0K).

1M P&L

+10.8M+2.62%

3M P&L

-106.0M-19.97%

HY P&L

-77.7M-15.47%

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/A207.2M

53.1%

2Banks - Diversified13.0M

3.3%

3Drug Manufacturers - General11.9M

3.1%

Top Industries by Stock Count

1N/A60 stocks

32.1%

2Software - Application7 stocks

3.7%

3Specialty Industrial Machinery5 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JAVA J P MORGAN EXCHANGE TRADED F248.2K shares3.13%2026-03-312026-04-20

SCHM SCHWAB STRATEGIC TR532.0K shares2.94%2026-03-312026-04-20

VGT VANGUARD WORLD FD19.9K shares-1.55%2026-03-312026-04-20

SLYV SPDR SERIES TRUST124.3K shares-0.43%2026-03-312026-04-20

ALPHABET INC ALPHABET INC38.6K shares-4.20%2026-03-312026-04-20

SAMT ADVISORS INNER CIRCLE FD III259.8K shares-0.10%2026-03-312026-04-20

IJH ISHARES TR148.6K shares-46.30%2026-03-312026-04-20

TPYP TORTOISE CAPITAL SERIES TRUS227.1K shares0.11%2026-03-312026-04-20

Sponsored

IJR ISHARES TR74.6K shares3.89%2026-03-312026-04-20

IUSB ISHARES TR199.7K shares2.33%2026-03-312026-04-20

MSFT MICROSOFT CORP21.9K shares-8.38%2026-03-312026-04-20

XOM EXXON MOBIL CORP46.0K shares-0.31%2026-03-312026-04-20

AAPL APPLE INC30.1K shares-50.43%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO23.5K shares-5.70%2026-03-312026-04-20

SCHX SCHWAB STRATEGIC TR268.6K shares3.78%2026-03-312026-04-20

BN BROOKFIELD CORP154.7K shares3.74%2026-03-312026-04-20

Sponsored

JSML JANUS DETROIT STR TR84.5K shares7.78%2026-03-312026-04-20

CGXU CAPITAL GROUP INTL FOCUS EQT195.3K shares1.25%2026-03-312026-04-20

GS GOLDMAN SACHS GROUP INC6.6K shares-0.43%2026-03-312026-04-20

VWO VANGUARD INTL EQUITY INDEX F100.1K shares0.79%2026-03-312026-04-20

KKR & CO INC KKR & CO INC58.4K shares-1.55%2026-03-312026-04-20

LOW LOWES COS INC22.0K shares-4.32%2026-03-312026-04-20

BROADCOM INC BROADCOM INC16.7K shares-1.23%2026-03-312026-04-20

BLACKSTONE INC BLACKSTONE INC43.8K shares0.96%2026-03-312026-04-20

Sponsored

FBND FIDELITY MERRIMACK STR TR103.7K shares8.72%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON19.3K shares0.85%2026-03-312026-04-20

CAT CATERPILLAR INC6.4K shares-53.29%2026-03-312026-04-20

QLTY GMO ETF TRUST121.9K shares3.53%2026-03-312026-04-20

VCR VANGUARD WORLD FD12.0K shares-0.82%2026-03-312026-04-20

VYM VANGUARD WHITEHALL FDS28.6K shares-1.81%2026-03-312026-04-20

KIE SPDR SERIES TRUST76.1K shares-0.56%2026-03-312026-04-20

RTX RTX CORPORATION20.8K shares-4.33%2026-03-312026-04-20

Sponsored

LLY ELI LILLY & CO4.3K shares-2.43%2026-03-312026-04-20

IJK ISHARES TR38.7K shares2.84%2026-03-312026-04-20

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW29.0K shares-0.49%2026-03-312026-04-20

AVMV AMERICAN CENTY ETF TR47.3K shares71.29%2026-03-312026-04-20

META META PLATFORMS INC6.1K shares-0.68%2026-03-312026-04-20

WAB WABTEC13.8K shares-1.19%2026-03-312026-04-20

NEE NEXTERA ENERGY INC36.9K shares-3.05%2026-03-312026-04-20

AMZN AMAZON COM INC16.4K shares-0.87%2026-03-312026-04-20

Sponsored

SCHA SCHWAB STRATEGIC TR113.2K shares-3.20%2026-03-312026-04-20

EAGL 2023 ETF SERIES TRUST106.5K shares0.00%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.6K shares-2.67%2026-03-312026-04-20

V VISA INC10.5K shares-2.77%2026-03-312026-04-20

PEP PEPSICO INC20.2K shares0.99%2026-03-312026-04-20

NVDA NVIDIA CORPORATION17.9K shares-1.16%2026-03-312026-04-20

BAC BANK AMERICA CORP64.0K shares-1.06%2026-03-312026-04-20

SCHB SCHWAB STRATEGIC TR120.4K shares-0.11%2026-03-312026-04-20

Sponsored

CVX CHEVRON CORPORATION13.7K shares-6.40%2026-03-312026-04-20

EMR EMERSON ELEC CO20.6K shares-2.54%2026-03-312026-04-20

VUG VANGUARD INDEX FDS6.1K shares5.70%2026-03-312026-04-20

IJS ISHARES TR21.8K shares-0.45%2026-03-312026-04-20

LINDE PLC LINDE PLC5.2K shares-1.56%2026-03-312026-04-20

SAGP ADVISORS INNER CIRCLE FD III74.5K shares-0.21%2026-03-312026-04-20

WFC WELLS FARGO & CO31.7K shares-51.89%2026-03-312026-04-20

AMGN AMGEN INC6.7K shares-0.01%2026-03-312026-04-20

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T11.9K shares1.31%2026-03-312026-04-20

DFIV DIMENSIONAL ETF TRUST42.8K shares9.90%2026-03-312026-04-20

LAM RESEARCH CORP LAM RESEARCH CORP10.4K shares-34.31%2026-03-312026-04-20

XLRE SELECT SECTOR SPDR TR53.9K shares4.54%2026-03-312026-04-20

GRMN GARMIN LTD9.5K shares-0.99%2026-03-312026-04-20

CTVA CORTEVA INC26.1K shares-1.12%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION2.1K shares3.25%2026-03-312026-04-20

LYV LIVE NATION ENTERTAINMENT IN13.4K shares0.40%2026-03-312026-04-20

Sponsored

NOW SERVICENOW INC19.0K shares97.74%2026-03-312026-04-20

AMAT APPLIED MATLS INC5.7K shares-0.86%2026-03-312026-04-20

PG PROCTER & GAMBLE CO13.4K shares-7.43%2026-03-312026-04-20

DFSV DIMENSIONAL ETF TRUST51.1K shares449.67%2026-03-312026-04-20

LHX L3HARRIS TECHNOLOGIES INC4.9K shares-0.38%2026-03-312026-04-20

ROK ROCKWELL AUTOMATION INC4.7K shares-1.23%2026-03-312026-04-20

CRM SALESFORCE INC8.8K shares3.35%2026-03-312026-04-20

WMT WALMART INC12.9K shares-1.05%2026-03-312026-04-20

Sponsored

MERCK & CO INC MERCK & CO INC13.3K shares0.04%2026-03-312026-04-20

VT VANGUARD INTL EQUITY INDEX F11.5K shares-2.81%2026-03-312026-04-20

ORCL ORACLE CORP10.6K shares-18.11%2026-03-312026-04-20

COP CONOCOPHILLIPS11.5K shares-1.03%2026-03-312026-04-20

USFD US FOODS HLDG CORP16.0K shares-2.47%2026-03-312026-04-20

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-20

ROST ROSS STORES INC6.5K shares-1.15%2026-03-312026-04-20

TMO THERMO FISHER SCIENTIFIC INC2.8K shares2.52%2026-03-312026-04-20

Sponsored

MS MORGAN STANLEY8.5K shares-4.54%2026-03-312026-04-20

DHR DANAHER CORP DEL7.1K shares0.06%2026-03-312026-04-20

VHT VANGUARD WORLD FD4.9K shares5.63%2026-03-312026-04-20

ALPHABET INC ALPHABET INC4.5K shares-1.32%2026-03-312026-04-20

XLK SELECT SECTOR SPDR TR9.5K shares-1.04%2026-03-312026-04-20

UNH UNITEDHEALTH GROUP INC4.6K shares-0.09%2026-03-312026-04-20

VOX VANGUARD WORLD FD6.8K shares-1.80%2026-03-312026-04-20

ICE INTERCONTINENTAL EXCHANGE IN7.6K shares0.41%2026-03-312026-04-20

Sponsored

AMT AMERICAN TOWER CORP6.9K shares-0.94%2026-03-312026-04-20

TJX TJX COS INC NEW7.4K shares-0.46%2026-03-312026-04-20

CITIGROUP INC CITIGROUP INC10.4K shares-7.58%2026-03-312026-04-20

EA ELECTRONIC ARTS INC5.7K shares-1.43%2026-03-312026-04-20

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.4K shares-0.39%2026-03-312026-04-20

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D609 shares0.33%2026-03-312026-04-20

LYB LYONDELLBASELL INDUSTRIES NV13.8K sharesnew addition2026-03-312026-04-20

ECL ECOLAB INC4.2K shares0.12%2026-03-312026-04-20

Sponsored

VO VANGUARD INDEX FDS3.8K shares0.63%2026-03-312026-04-20

XLU SELECT SECTOR SPDR TR23.8K shares0.01%2026-03-312026-04-20

VEEV VEEVA SYS INC6.2K shares1.31%2026-03-312026-04-20

LH LABCORP HOLDINGS INC3.9K shares-1.07%2026-03-312026-04-20

PANW PALO ALTO NETWORKS INC6.5K shares18.00%2026-03-312026-04-20

ASML ASML HLDG NV741 shares-2.63%2026-03-312026-04-20

BMY BRISTOL-MYERS SQUIBB CO15.8K shares0.12%2026-03-312026-04-20

MCO MOODYS CORP2.2K shares-0.41%2026-03-312026-04-20

Sponsored

CMI CUMMINS INC1.7K shares-8.49%2026-03-312026-04-20

TFC TRUIST FINL CORP19.5K shares-7.40%2026-03-312026-04-20

WEC ENERGY GROUP INC WEC ENERGY GROUP INC7.7K shares-0.01%2026-03-312026-04-20

AJG GALLAGHER ARTHUR J & CO4.1K shares2.95%2026-03-312026-04-20

APD AIR PRODUCTS AND CHEMICALS I3.0K shares-2.11%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T1.3K shares0.00%2026-03-312026-04-20

HON HONEYWELL INTL INC3.8K shares-1.77%2026-03-312026-04-20

BA BOEING CO4.3K shares-1.84%2026-03-312026-04-20

Sponsored

PM PHILIP MORRIS INTL INC5.1K shares-0.52%2026-03-312026-04-20

TEQI T ROWE PRICE ETF INC18.7K shares6.98%2026-03-312026-04-20

PNC PNC FINL SVCS GROUP INC4.0K shares0.38%2026-03-312026-04-20

FANG DIAMONDBACK ENERGY INC4.2K shares9.33%2026-03-312026-04-20

OTIS OTIS WORLDWIDE CORP10.7K shares-7.94%2026-03-312026-04-20

GE AEROSPACE GE AEROSPACE2.9K shares7.45%2026-03-312026-04-20

VTV VANGUARD INDEX FDS4.1K shares0.59%2026-03-312026-04-20

FNDF SCHWAB STRATEGIC TR16.3K shares-1.81%2026-03-312026-04-20

Sponsored

VRSK VERISK ANALYTICS INC4.2K shares186.90%2026-03-312026-04-20

MCD MCDONALDS CORP2.5K shares12.75%2026-03-312026-04-20

DE DEERE & CO1.4K shares0.22%2026-03-312026-04-20

DIS DISNEY WALT CO8.0K shares-21.92%2026-03-312026-04-20

VRTX VERTEX PHARMACEUTICALS INC1.7K shares0.00%2026-03-312026-04-20

SLB SLB LIMITED14.7K shares-1.24%2026-03-312026-04-20

MAR MARRIOTT INTL INC NEW2.3K shares-1.73%2026-03-312026-04-20

CEFZ ELEVATION SERIES TRUST90.6K shares0.21%2026-03-312026-04-20

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC15.1K shares-0.53%2026-03-312026-04-20

IHI ISHARES TR12.9K shares-17.46%2026-03-312026-04-20

IVV ISHARES TR1.1K shares9.25%2026-03-312026-04-20

SDY SPDR SERIES TRUST4.7K shares-3.38%2026-03-312026-04-20

ADSK AUTODESK INC2.9K shares-31.66%2026-03-312026-04-20

GEV GE VERNOVA INC741 shares0.00%2026-03-312026-04-20

MMM 3M CO4.5K shares0.00%2026-03-312026-04-20

CVS CVS HEALTH CORP8.9K shares-6.64%2026-03-312026-04-20

Sponsored

ADBE ADOBE INC2.6K shares-24.17%2026-03-312026-04-20

MA MASTERCARD INCORPORATED1.3K shares-0.32%2026-03-312026-04-20

AXP AMERICAN EXPRESS CO2.1K shares-21.42%2026-03-312026-04-20

NTRS NORTHERN TR CORP4.5K shares-2.51%2026-03-312026-04-20

DVY ISHARES TR4.1K shares6.67%2026-03-312026-04-20

SCHG SCHWAB STRATEGIC TR21.2K shares25.63%2026-03-312026-04-20

MGM MGM RESORTS INTERNATIONAL16.6K shares-10.92%2026-03-312026-04-20

SHW SHERWIN WILLIAMS CO1.9K shares-3.04%2026-03-312026-04-20

Sponsored

DFLV DIMENSIONAL ETF TRUST17.1K shares88.67%2026-03-312026-04-20

VTI VANGUARD INDEX FDS1.9K shares43.54%2026-03-312026-04-20

BKNG BOOKING HOLDINGS INC144 shares30.91%2026-03-312026-04-20

ONON ON HLDG AG17.8K shares-1.08%2026-03-312026-04-20

RIO RIO TINTO PLC6.3K shares-0.82%2026-03-312026-04-20

QXO QXO INC29.3K shares12.32%2026-03-312026-04-20

IJJ ISHARES TR4.3K shares0.82%2026-03-312026-04-20

IGV ISHARES TR7.0K shares8.10%2026-03-312026-04-20

Sponsored

D DOMINION ENERGY INC8.8K shares-3.49%2026-03-312026-04-20

UNP UNION PAC CORP2.2K shares-50.62%2026-03-312026-04-20

BR BROADRIDGE FINL SOLUTIONS IN3.3K shares-12.94%2026-03-312026-04-20

DGX QUEST DIAGNOSTICS INC2.6K shares-1.38%2026-03-312026-04-20

CL COLGATE PALMOLIVE CO5.9K shares2.86%2026-03-312026-04-20

HSY HERSHEY CO2.4K shares-3.23%2026-03-312026-04-20

IBB ISHARES TR2.9K shares0.00%2026-03-312026-04-20

QCOM QUALCOMM INC3.6K shares-1.16%2026-03-312026-04-20

Sponsored

THE CIGNA GROUP THE CIGNA GROUP1.8K shares-5.69%2026-03-312026-04-20

IWD ISHARES TR2.2K shares6.71%2026-03-312026-04-20

RY ROYAL BK CDA2.8K shares0.00%2026-03-312026-04-20

ULTA ULTA BEAUTY INC817 shares-8.00%2026-03-312026-04-20

EEM ISHARES TR7.1K shares0.00%2026-03-312026-04-20

DOV DOVER CORP1.9K shares0.00%2026-03-312026-04-20

YUM YUM BRANDS INC2.5K shares-0.40%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS1.6K shares-51.02%2026-03-312026-04-20

Sponsored

DGRW WISDOMTREE TR4.4K shares-3.08%2026-03-312026-04-20

ISRG INTUITIVE SURGICAL INC812 shares0.00%2026-03-312026-04-20

IMCG ISHARES TR4.7K shares20.44%2026-03-312026-04-20

EFG ISHARES TR3.3K shares2.72%2026-03-312026-04-20

VZ VERIZON COMMUNICATIONS INC7.2K shares0.00%2026-03-312026-04-20

CARR CARRIER GLOBAL CORPORATION6.3K shares-3.00%2026-03-312026-04-20

TSN TYSON FOODS INC5.5K shares0.00%2026-03-312026-04-20

BDX BECTON DICKINSON & CO2.2K shares-13.02%2026-03-312026-04-20

Sponsored

TYL TYLER TECHNOLOGIES INC979 shares-47.42%2026-03-312026-04-20

KO COCA COLA CO4.1K shares1.15%2026-03-312026-04-20

CG CARLYLE GROUP INC6.4K shares-0.59%2026-03-312026-04-20

TGT TARGET CORP2.5K shares-6.89%2026-03-312026-04-20

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY3.8K shares0.00%2026-03-312026-04-20

HD HOME DEPOT INC903 shares-4.65%2026-03-312026-04-20

CB CHUBB LTD SWITZ892 shares0.00%2026-03-312026-04-20

AEIS ADVANCED ENERGY INDS851 shares-21.93%2026-03-312026-04-20

Sponsored

NSC NORFOLK SOUTHN CORP952 shares0.00%2026-03-312026-04-20

FLEX FLEXTRONICS INTL LTD4.2K shares-19.16%2026-03-312026-04-20

AMD ADVANCED MICRO DEVICES INC1.3K shares1.90%2026-03-312026-04-20

USB US BANCORP5.0K shares1.77%2026-03-312026-04-20

CPRT COPART INC7.8K shares-15.67%2026-03-312026-04-20

SCHD SCHWAB STRATEGIC TR8.1K shares0.68%2026-03-312026-04-20

VIG VANGUARD SPECIALIZED FUNDS1.1K shares-1.98%2026-03-312026-04-20

TT TRANE TECHNOLOGIES PLC583 shares-50.00%2026-03-312026-04-20

Sponsored

SJM SMUCKER J M CO2.5K shares-9.76%2026-03-312026-04-20

MO ALTRIA GROUP INC3.6K shares-0.74%2026-03-312026-04-20

FORM FORMFACTOR INC2.4K sharesnew addition2026-03-312026-04-20

IWS ISHARES TR1.6K shares-3.55%2026-03-312026-04-20

BALL BALL CORP3.9K shares0.00%2026-03-312026-04-20

KMB KIMBERLY-CLARK CORP2.4K shares-42.64%2026-03-312026-04-20

MDLZ MONDELEZ INTL INC4.0K sharesnew addition2026-03-312026-04-20

EPD ENTERPRISE PRODS PARTNERS L6.0K shares-52.66%2026-03-312026-04-20

Sponsored

LMT LOCKHEED MARTIN CORP371 sharesnew addition2026-03-312026-04-20

DDOG DATADOG INC1.9K sharesnew addition2026-03-312026-04-20

MOG.A MOOG INC721 sharesnew addition2026-03-312026-04-20

ENS ENERSYS1.2K sharesnew addition2026-03-312026-04-20

DAR DARLING INGREDIENTS INC3.4K sharesnew addition2026-03-312026-04-20

SABR SABRE CORP10.6K shares0.00%2026-03-312026-04-20

JAVA

J P MORGAN EXCHANGE TRADED F

3.13%

Shares248.2K

Event2026-03-31

Filed2026-04-20

SCHM

SCHWAB STRATEGIC TR

2.94%

Shares532.0K

Event2026-03-31

Filed2026-04-20

VGT

VANGUARD WORLD FD

-1.55%

Shares19.9K

Event2026-03-31

Filed2026-04-20

SLYV

SPDR SERIES TRUST

-0.43%

Shares124.3K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-4.20%

Shares38.6K

Event2026-03-31

Filed2026-04-20

SAMT

ADVISORS INNER CIRCLE FD III

-0.10%

Shares259.8K

Event2026-03-31

Filed2026-04-20

IJH

ISHARES TR

-46.30%

Shares148.6K

Event2026-03-31

Filed2026-04-20

TPYP

TORTOISE CAPITAL SERIES TRUS

0.11%

Shares227.1K

Event2026-03-31

Filed2026-04-20

IJR

ISHARES TR

3.89%

Shares74.6K

Event2026-03-31

Filed2026-04-20

IUSB

ISHARES TR

2.33%

Shares199.7K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

-8.38%

Shares21.9K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

-0.31%

Shares46.0K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

-50.43%

Shares30.1K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

-5.70%

Shares23.5K

Event2026-03-31

Filed2026-04-20

SCHX

SCHWAB STRATEGIC TR

3.78%

Shares268.6K

Event2026-03-31

Filed2026-04-20

BROOKFIELD CORP

3.74%

Shares154.7K

Event2026-03-31

Filed2026-04-20

JSML

JANUS DETROIT STR TR

7.78%

Shares84.5K

Event2026-03-31

Filed2026-04-20

CGXU

CAPITAL GROUP INTL FOCUS EQT

1.25%

Shares195.3K

Event2026-03-31

Filed2026-04-20

GOLDMAN SACHS GROUP INC

-0.43%

Shares6.6K

Event2026-03-31

Filed2026-04-20

VWO

VANGUARD INTL EQUITY INDEX F

0.79%

Shares100.1K

Event2026-03-31

Filed2026-04-20

KKR & CO INC

-1.55%

Shares58.4K

Event2026-03-31

Filed2026-04-20

LOW

LOWES COS INC

-4.32%

Shares22.0K

Event2026-03-31

Filed2026-04-20

BROADCOM INC

-1.23%

Shares16.7K

Event2026-03-31

Filed2026-04-20

BLACKSTONE INC

0.96%

Shares43.8K

Event2026-03-31

Filed2026-04-20

FBND

FIDELITY MERRIMACK STR TR

8.72%

Shares103.7K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

0.85%

Shares19.3K

Event2026-03-31

Filed2026-04-20

CAT

CATERPILLAR INC

-53.29%

Shares6.4K

Event2026-03-31

Filed2026-04-20

QLTY

GMO ETF TRUST

3.53%

Shares121.9K

Event2026-03-31

Filed2026-04-20

VCR

VANGUARD WORLD FD

-0.82%

Shares12.0K

Event2026-03-31

Filed2026-04-20

VYM

VANGUARD WHITEHALL FDS

-1.81%

Shares28.6K

Event2026-03-31

Filed2026-04-20

KIE

SPDR SERIES TRUST

-0.56%

Shares76.1K

Event2026-03-31

Filed2026-04-20

RTX

RTX CORPORATION

-4.33%

Shares20.8K

Event2026-03-31

Filed2026-04-20

LLY

ELI LILLY & CO

-2.43%

Shares4.3K

Event2026-03-31

Filed2026-04-20

IJK

ISHARES TR

2.84%

Shares38.7K

Event2026-03-31

Filed2026-04-20

DUKE ENERGY CORP NEW

-0.49%

Shares29.0K

Event2026-03-31

Filed2026-04-20

AVMV

AMERICAN CENTY ETF TR

71.29%

Shares47.3K

Event2026-03-31

Filed2026-04-20