Sponsored

The Analysis of TRITONPOINT WEALTH, LLC's Holdings & P&L

Currently, TRITONPOINT WEALTH, LLC holds 268 types of securities in its portfolio with a total value $934.0M. In the most recent quarter, they have increased their positions in BIV (+63.4K shares, valued at $4.9M), BSV (+25.6K shares, valued at $2.0M), VUG (+2.6K shares, valued at $1.1M); decreased their positions in AAPL (-18.3K shares, valued at $4.6M), N/A (-5.9K shares, valued at $1.7M), N/A (-5.3K shares, valued at $1.5M); initiated new positions in BIV (+63.4K shares, valued at $4.9M), BSV (+25.6K shares, valued at $2.0M), MUB (+4.7K shares, valued at $498.6K).

1M P&L

+21.1M+2.47%

3M P&L

-211.6M-19.49%

HY P&L

-176.5M-16.80%

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/A189.8M

23.9%

2Consumer Electronics84.5M

10.6%

3Banks - Diversified36.8M

4.6%

Top Industries by Stock Count

1N/A81 stocks

32.9%

2Software - Application9 stocks

3.7%

3Semiconductors8 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC333.0K shares-5.20%2026-03-312026-04-21

VUG VANGUARD INDEX FDS93.4K shares2.87%2026-03-312026-04-21

ALPHABET INC ALPHABET INC127.9K shares-4.44%2026-03-312026-04-21

ALPHABET INC ALPHABET INC126.0K shares-4.00%2026-03-312026-04-21

AMZN AMAZON COM INC160.4K shares-2.49%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO83.7K shares-2.35%2026-03-312026-04-21

MSFT MICROSOFT CORP62.1K shares-2.16%2026-03-312026-04-21

XPO XPO INC95.2K shares-2.39%2026-03-312026-04-21

Sponsored

IYW ISHARES TR95.3K shares-1.60%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON69.9K shares-1.03%2026-03-312026-04-21

V VISA INC52.1K shares-2.18%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS25.4K shares-2.08%2026-03-312026-04-21

LAM RESEARCH CORP LAM RESEARCH CORP67.5K shares-6.55%2026-03-312026-04-21

WMT WALMART INC114.9K shares-1.90%2026-03-312026-04-21

DOV DOVER CORP65.9K shares-1.57%2026-03-312026-04-21

NVDA NVIDIA CORPORATION76.9K shares-0.33%2026-03-312026-04-21

Sponsored

MA MASTERCARD INCORPORATED26.2K shares-0.60%2026-03-312026-04-21

BNL BROADSTONE NET LEASE INC690.3K shares-6.16%2026-03-312026-04-21

ISRG INTUITIVE SURGICAL INC27.3K shares-1.92%2026-03-312026-04-21

TJX TJX COS INC NEW76.6K shares-1.06%2026-03-312026-04-21

DHR DANAHER CORPORATION62.2K shares-4.64%2026-03-312026-04-21

XLI SELECT SECTOR SPDR TR70.3K shares-0.32%2026-03-312026-04-21

TMO THERMO FISHER SCIENTIFIC INC19.7K shares-3.77%2026-03-312026-04-21

CB CHUBB LIMITED29.5K shares-4.29%2026-03-312026-04-21

Sponsored

XLF SELECT SECTOR SPDR TR189.1K shares-1.18%2026-03-312026-04-21

CVX CHEVRON CORP NEW43.3K shares-0.50%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR65.8K shares-2.02%2026-03-312026-04-21

WFC WELLS FARGO CO NEW108.5K shares-2.56%2026-03-312026-04-21

MDLZ MONDELEZ INTL INC142.6K shares4.24%2026-03-312026-04-21

BA BOEING CO40.8K shares-0.90%2026-03-312026-04-21

PEP PEPSICO INC49.8K shares-2.24%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC59.7K shares-5.91%2026-03-312026-04-21

Sponsored

CAT CATERPILLAR INC10.0K shares-6.34%2026-03-312026-04-21

YUM YUM BRANDS INC44.7K shares-1.39%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS46.6K shares1.69%2026-03-312026-04-21

XLV SELECT SECTOR SPDR TR46.1K shares-0.64%2026-03-312026-04-21

ADI ANALOG DEVICES INC21.0K shares-2.29%2026-03-312026-04-21

QXO QXO INC342.8K shares4.00%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.3K shares-5.30%2026-03-312026-04-21

CME CME GROUP INC21.1K shares-0.64%2026-03-312026-04-21

Sponsored

EOG EOG RES INC42.7K shares7.94%2026-03-312026-04-21

RTX RAYTHEON TECHNOLOGIES CORP31.5K shares-1.10%2026-03-312026-04-21

IWO ISHARES TR18.2K shares-0.07%2026-03-312026-04-21

SBUX STARBUCKS CORP62.7K shares-3.32%2026-03-312026-04-21

ABT ABBOTT LABS53.0K shares-2.80%2026-03-312026-04-21

COST COSTCO WHSL CORP NEW5.2K shares-4.13%2026-03-312026-04-21

IJK ISHARES TR50.0K shares2.46%2026-03-312026-04-21

COF CAPITAL ONE FINL CORP27.5K shares-0.13%2026-03-312026-04-21

Sponsored

BIV VANGUARD BD INDEX FDS63.4K sharesnew addition2026-03-312026-04-21

GEV GE VERNOVA INC5.4K shares8.46%2026-03-312026-04-21

BIP BROOKFIELD INFRAST PARTNERS129.0K shares-7.64%2026-03-312026-04-21

ECL ECOLAB INC17.3K shares-0.62%2026-03-312026-04-21

LHX L3HARRIS TECHNOLOGIES INC13.1K shares-0.54%2026-03-312026-04-21

CL COLGATE PALMOLIVE CO51.8K shares0.14%2026-03-312026-04-21

XLC SELECT SECTOR SPDR TR39.8K shares0.97%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC4.5K shares-9.49%2026-03-312026-04-21

Sponsored

HD HOME DEPOT INC13.2K shares-1.09%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP7.1K shares-5.70%2026-03-312026-04-21

CATERPILLAR INC CATERPILLAR INC121.1K shares-0.36%2026-03-312026-04-21

AES AES CORP284.6K shares-0.13%2026-03-312026-04-21

IJR ISHARES TR31.4K shares5.01%2026-03-312026-04-21

KO COCA COLA CO49.6K shares-1.75%2026-03-312026-04-21

PG PROCTER AND GAMBLE CO26.2K shares-3.14%2026-03-312026-04-21

PH PARKER-HANNIFIN CORP4.2K shares-2.33%2026-03-312026-04-21

Sponsored

XLY SELECT SECTOR SPDR TR33.3K shares-0.38%2026-03-312026-04-21

EPD ENTERPRISE PRODS PARTNERS L94.0K shares-9.80%2026-03-312026-04-21

BLACKSTONE INC BLACKSTONE INC29.7K shares-4.03%2026-03-312026-04-21

META META PLATFORMS INC5.9K shares-11.72%2026-03-312026-04-21

MAR MARRIOTT INTL INC NEW10.2K shares-2.66%2026-03-312026-04-21

VB VANGUARD INDEX FDS12.7K shares8.06%2026-03-312026-04-21

LLY ELI LILLY & CO3.6K shares-2.44%2026-03-312026-04-21

ORCL ORACLE CORP21.5K shares-3.84%2026-03-312026-04-21

Sponsored

BAC BANK AMERICA CORP64.5K shares-9.57%2026-03-312026-04-21

VO VANGUARD INDEX FDS10.6K shares8.27%2026-03-312026-04-21

VOE VANGUARD INDEX FDS16.1K shares0.15%2026-03-312026-04-21

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD65.0K shares1.63%2026-03-312026-04-21

MCD MCDONALDS CORP9.2K shares-1.11%2026-03-312026-04-21

LH LABCORP HOLDINGS INC10.5K shares-3.76%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC10.4K shares3.51%2026-03-312026-04-21

PNC PNC FINL SVCS GROUP INC13.3K shares0.03%2026-03-312026-04-21

Sponsored

AVAGO TECHNOLOGIES LTD AVAGO TECHNOLOGIES LTD8.6K shares1.37%2026-03-312026-04-21

BN BROOKFIELD CORP62.4K shares-4.77%2026-03-312026-04-21

ABBV ABBVIE INC11.4K shares-5.97%2026-03-312026-04-21

NOW SERVICENOW INC23.2K shares39.18%2026-03-312026-04-21

BALL BALL CORP40.8K shares-1.73%2026-03-312026-04-21

SNOW SNOWFLAKE INC15.7K shares8.05%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR4.0K shares-2.65%2026-03-312026-04-21

UNP UNION PAC CORP9.4K shares0.87%2026-03-312026-04-21

Sponsored

SPY SPDR S&P 500 ETF TR3.5K shares-1.00%2026-03-312026-04-21

VOT VANGUARD INDEX FDS8.4K shares-0.69%2026-03-312026-04-21

XLP SELECT SECTOR SPDR TR26.4K shares-3.64%2026-03-312026-04-21

GNRC GENERAC HLDGS INC11.0K shares-2.69%2026-03-312026-04-21

VGT VANGUARD WORLD FDS3.1K shares-0.13%2026-03-312026-04-21

BSV VANGUARD BD INDEX FDS25.6K sharesnew addition2026-03-312026-04-21

CHKP CHECK POINT SOFTWARE TECH LT13.9K shares0.01%2026-03-312026-04-21

TSLA TESLA INC5.3K shares-1.14%2026-03-312026-04-21

Sponsored

IYC ISHARES TR20.0K shares-1.59%2026-03-312026-04-21

VTV VANGUARD INDEX FDS9.8K shares3.03%2026-03-312026-04-21

XOM EXXON MOBIL CORP11.1K shares3.73%2026-03-312026-04-21

IVW ISHARES TR16.4K shares21.64%2026-03-312026-04-21

IVV ISHARES TR2.5K shares-14.03%2026-03-312026-04-21

VBR VANGUARD INDEX FDS7.4K shares-12.35%2026-03-312026-04-21

SCHX SCHWAB STRATEGIC TR60.5K shares-0.86%2026-03-312026-04-21

VBK VANGUARD INDEX FDS5.0K shares-1.01%2026-03-312026-04-21

Sponsored

PANW PALO ALTO NETWORKS INC9.3K shares8.58%2026-03-312026-04-21

NFLX NETFLIX INC15.5K shares-3.79%2026-03-312026-04-21

VTI VANGUARD INDEX FDS4.5K shares-48.73%2026-03-312026-04-21

VIGI VANGUARD WHITEHALL FDS15.8K shares0.00%2026-03-312026-04-21

HON HONEYWELL INTL INC6.1K shares-3.40%2026-03-312026-04-21

IEFA ISHARES TR15.0K shares41.73%2026-03-312026-04-21

DPZ DOMINOS PIZZA INC3.6K shares-0.17%2026-03-312026-04-21

GXO GXO LOGISTICS INCORPORATED24.5K shares-5.81%2026-03-312026-04-21

Sponsored

IJH ISHARES TR18.8K shares-2.53%2026-03-312026-04-21

EMR EMERSON ELEC CO9.5K shares0.63%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO20.0K shares4.44%2026-03-312026-04-21

JEPI J P MORGAN EXCHANGE TRADED21.0K shares9.98%2026-03-312026-04-21

UPS UNITED PARCEL SERVICE INC11.7K shares4.26%2026-03-312026-04-21

IJT ISHARES TR7.9K shares15.57%2026-03-312026-04-21

IGV ISHARES TR13.9K shares-24.31%2026-03-312026-04-21

CSCO CISCO SYS INC14.1K shares0.32%2026-03-312026-04-21

Sponsored

IYJ ISHARES TR7.3K shares-3.62%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR16.9K shares-16.21%2026-03-312026-04-21

AKAM AKAMAI TECHNOLOGIES INC8.8K shares-7.86%2026-03-312026-04-21

SMH VANECK ETF TRUST2.5K shares0.00%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE3.2K shares2.74%2026-03-312026-04-21

MDY SPDR S&P MIDCAP 400 ETF TR1.5K shares0.00%2026-03-312026-04-21

LINDE PLC LINDE PLC1.8K shares6.91%2026-03-312026-04-21

DIS DISNEY WALT CO9.3K shares-5.20%2026-03-312026-04-21

Sponsored

ZTS ZOETIS INC7.4K shares-20.70%2026-03-312026-04-21

ADP AUTOMATIC DATA PROCESSING IN4.2K shares-5.53%2026-03-312026-04-21

IYH ISHARES TR13.6K shares-3.29%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO2.8K shares0.95%2026-03-312026-04-21

SYK STRYKER CORPORATION2.5K shares4.80%2026-03-312026-04-21

COP CONOCOPHILLIPS6.2K shares-3.83%2026-03-312026-04-21

JEPQ J P MORGAN EXCHANGE TRADED F14.7K shares-6.91%2026-03-312026-04-21

PFE PFIZER INC29.0K shares0.56%2026-03-312026-04-21

Sponsored

MMM 3M CO5.5K shares-0.84%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC932 shares-5.19%2026-03-312026-04-21

FDX FEDEX CORP2.1K shares-24.07%2026-03-312026-04-21

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-21

SLYG SPDR SER TR7.3K shares-0.53%2026-03-312026-04-21

KMI KINDER MORGAN INC DEL21.0K shares0.82%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC4.8K shares5.47%2026-03-312026-04-21

A AGILENT TECHNOLOGIES INC6.1K shares-7.54%2026-03-312026-04-21

Sponsored

MU MICRON TECHNOLOGY INC2.0K shares5.68%2026-03-312026-04-21

WMB WILLIAMS COS INC9.4K shares0.70%2026-03-312026-04-21

MPC MARATHON PETE CORP2.7K shares0.59%2026-03-312026-04-21

AIG AMERICAN INTL GROUP INC8.7K shares-23.68%2026-03-312026-04-21

ICE INTERCONTINENTAL EXCHANGE INC4.2K shares3.95%2026-03-312026-04-21

SLB SCHLUMBERGER LTD12.6K shares-18.76%2026-03-312026-04-21

DELL DELL TECHNOLOGIES INC3.9K shares1.47%2026-03-312026-04-21

CSX CSX CORP14.9K shares-0.33%2026-03-312026-04-21

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.2K shares51.62%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS2.5K shares-1.48%2026-03-312026-04-21

AUB ATLANTIC UN BANKSHARES CORP16.7K shares-0.40%2026-03-312026-04-21

MS MORGAN STANLEY3.6K shares3.21%2026-03-312026-04-21

GLD SPDR GOLD TR1.4K shares-5.53%2026-03-312026-04-21

SCHB SCHWAB STRATEGIC TR23.4K shares0.00%2026-03-312026-04-21

SPG SIMON PPTY GROUP INC NEW3.1K shares-24.07%2026-03-312026-04-21

CPRT COPART INC17.5K shares-0.35%2026-03-312026-04-21

Sponsored

LDOS LEIDOS HOLDINGS INC3.7K shares-1.28%2026-03-312026-04-21

IWM ISHARES TR2.3K shares0.00%2026-03-312026-04-21

AMAT APPLIED MATLS INC1.7K shares5.10%2026-03-312026-04-21

AB ALLIANCEBERNSTEIN HLDG L P14.5K shares-21.66%2026-03-312026-04-21

REGN REGENERON PHARMACEUTICALS681 shares-17.85%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC3.1K shares-1.16%2026-03-312026-04-21

MDYG SPDR SER TR5.4K shares0.00%2026-03-312026-04-21

CG CARLYLE GROUP INC10.5K shares0.09%2026-03-312026-04-21

Sponsored

NEE NEXTERA ENERGY INC5.5K shares5.54%2026-03-312026-04-21

ET ENERGY TRANSFER L P26.2K shares-32.28%2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR17.4K shares0.02%2026-03-312026-04-21

AMGN AMGEN INC1.4K shares-1.51%2026-03-312026-04-21

OKE ONEOK INC NEW5.6K shares-31.70%2026-03-312026-04-21

MKL MARKEL GROUP INC262 shares0.00%2026-03-312026-04-21

MTB M & T BK CORP2.4K shares-0.86%2026-03-312026-04-21

MUB ISHARES TR4.7K sharesnew addition2026-03-312026-04-21

Sponsored

TYL TYLER TECHNOLOGIES INC1.4K shares1.19%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC2.4K shares1.60%2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC4.3K shares5.31%2026-03-312026-04-21

KLAC KLA CORP326 shares6.54%2026-03-312026-04-21

EGP EASTGROUP PPTYS INC2.5K shares0.00%2026-03-312026-04-21

IWD ISHARES TR2.2K shares62.39%2026-03-312026-04-21

CMI CUMMINS INC861 shares-0.81%2026-03-312026-04-21

FBT FIRST TR EXCHANGE-TRADED FD2.3K shares0.00%2026-03-312026-04-21

Sponsored

SAP SAP SE2.6K shares0.31%2026-03-312026-04-21

HEFA ISHARES TR10.5K shares-5.96%2026-03-312026-04-21

MCK MCKESSON CORP509 shares-1.36%2026-03-312026-04-21

IYF ISHARES TR3.7K shares-5.93%2026-03-312026-04-21

FTCS FIRST TR EXCHANGE-TRADED FD4.7K shares0.00%2026-03-312026-04-21

SHM SPDR SERIES TRUST9.0K sharesnew addition2026-03-312026-04-21

BK BANK NEW YORK MELLON CORP3.6K shares-0.96%2026-03-312026-04-21

LOW LOWES COS INC1.8K shares3.03%2026-03-312026-04-21

Sponsored

IYG ISHARES TR4.9K shares-1.36%2026-03-312026-04-21

NDAQ NASDAQ INC4.6K shares4.64%2026-03-312026-04-21

IWP ISHARES TR3.0K shares32.82%2026-03-312026-04-21

AAXJ ISHARES TR4.0K shares-1.71%2026-03-312026-04-21

TMUS T-MOBILE US INC1.8K shares-5.43%2026-03-312026-04-21

SHEL SHELL PLC4.1K shares-19.26%2026-03-312026-04-21

FIRST CTZNS BANCSHARES INC N FIRST CTZNS BANCSHARES INC N201 shares0.00%2026-03-312026-04-21

TMP TOMPKINS FINL CORP4.7K shares0.00%2026-03-312026-04-21

Sponsored

PSX PHILLIPS 662.0K shares-27.73%2026-03-312026-04-21

APH AMPHENOL CORP NEW2.9K shares-1.13%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC7.2K shares5.46%2026-03-312026-04-21

IWF ISHARES TR852 shares17.36%2026-03-312026-04-21

T AT&T INC11.9K shares16.83%2026-03-312026-04-21

ALL ALLSTATE CORP1.6K shares-0.43%2026-03-312026-04-21

SNA SNAP ON INC928 shares-35.01%2026-03-312026-04-21

MEDTRONIC PLC MEDTRONIC PLC3.8K shares-4.24%2026-03-312026-04-21

Sponsored

DE DEERE & CO593 shares2.42%2026-03-312026-04-21

IHF ISHARES TR8.0K shares0.00%2026-03-312026-04-21

GILD GILEAD SCIENCES INC2.4K shares0.63%2026-03-312026-04-21

QCOM QUALCOMM INC2.6K shares-16.20%2026-03-312026-04-21

FTV FORTIVE CORP6.0K shares3.74%2026-03-312026-04-21

EATON CORP PLC EATON CORP PLC921 shares-0.65%2026-03-312026-04-21

ADBE ADOBE INC1.4K shares-82.05%2026-03-312026-04-21

CMG CHIPOTLE MEXICAN GRILL INC10.1K shares-46.77%2026-03-312026-04-21

Sponsored

PHO INVESCO EXCHANGE TRADED FD T4.7K shares0.00%2026-03-312026-04-21

AEP AMERICAN ELEC PWR CO INC2.3K shares0.09%2026-03-312026-04-21

PGR PROGRESSIVE CORP1.6K shares3.26%2026-03-312026-04-21

CRM SALESFORCE INC1.6K shares5.44%2026-03-312026-04-21

TXN TEXAS INSTRS INC1.5K shares15.01%2026-03-312026-04-21

MO ALTRIA GROUP INC4.3K shares2.96%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC743 shares6.91%2026-03-312026-04-21

MGV VANGUARD WORLD FD2.0K shares0.00%2026-03-312026-04-21

Sponsored

IWR ISHARES TR2.9K shares7.35%2026-03-312026-04-21

IEMG ISHARES INC4.1K shares-10.93%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS1.3K sharesnew addition2026-03-312026-04-21

VRTX VERTEX PHARMACEUTICALS INC612 shares18.38%2026-03-312026-04-21

MOAT VANECK ETF TRUST2.8K shares0.71%2026-03-312026-04-21

IUSG ISHARES TR1.8K shares0.00%2026-03-312026-04-21

INTC INTEL CORP6.1K sharesnew addition2026-03-312026-04-21

NSC NORFOLK SOUTHN CORP945 shares-0.74%2026-03-312026-04-21

Sponsored

IOO ISHARES TR2.2K shares-5.62%2026-03-312026-04-21

PLD PROLOGIS INC.2.0K shares21.78%2026-03-312026-04-21

HWM HOWMET AEROSPACE INC1.2K shares1.77%2026-03-312026-04-21

YUMC YUM CHINA HLDGS INC5.3K shares0.17%2026-03-312026-04-21

NEM NEWMONT CORP2.4K shares3.36%2026-03-312026-04-21

SCHF SCHWAB STRATEGIC TR10.3K shares0.92%2026-03-312026-04-21

MC MOELIS & CO4.5K shares0.00%2026-03-312026-04-21

DSI ISHARES TR2.1K shares0.00%2026-03-312026-04-21

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP723 shares5.55%2026-03-312026-04-21

IBB ISHARES TR1.4K shares0.00%2026-03-312026-04-21

SCHW SCHWAB CHARLES CORP2.6K shares15.07%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MFG LTD717 shares5.60%2026-03-312026-04-21

JCI JOHNSON CTLS INTL PLC1.9K shares-1.86%2026-03-312026-04-21

BND VANGUARD BD INDEX FDS3.3K sharesnew addition2026-03-312026-04-21

GLW CORNING INC1.7K sharesnew addition2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.8K shares1.71%2026-03-312026-04-21

Sponsored

MTZ MASTEC INC718 sharesnew addition2026-03-312026-04-21

IVE ISHARES TR1.1K shares-6.74%2026-03-312026-04-21

SDY SPDR SER TR1.6K shares0.00%2026-03-312026-04-21

ESGV VANGUARD WORLD FD2.0K sharesnew addition2026-03-312026-04-21

CMCSA COMCAST CORP NEW7.8K sharesnew addition2026-03-312026-04-21

HCA HCA HEALTHCARE INC472 shares2.61%2026-03-312026-04-21

WELL WELLTOWER INC1.1K shares4.06%2026-03-312026-04-21

USB US BANCORP DEL4.2K shares-2.01%2026-03-312026-04-21

Sponsored

BINC BLACKROCK ETF TRUST II4.2K sharesnew addition2026-03-312026-04-21

DHI D R HORTON INC1.6K shares-0.31%2026-03-312026-04-21

PWR QUANTA SVCS INC396 sharesnew addition2026-03-312026-04-21

SOXX ISHARES TR660 sharesnew addition2026-03-312026-04-21

UBER UBER TECHNOLOGIES INC3.0K shares-3.22%2026-03-312026-04-21

IWB ISHARES TR594 shares7.41%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS3.3K shares-14.96%2026-03-312026-04-21

EFA ISHARES TR2.1K sharesnew addition2026-03-312026-04-21

Sponsored

QNITY ELECTRONICS INC QNITY ELECTRONICS INC1.8K sharesnew addition2026-03-312026-04-21

IGPT INVESCO EXCHANGE TRADED FD T3.5K shares0.00%2026-03-312026-04-21

GOOD GLADSTONE COMMERCIAL CORP13.5K shares-34.09%2026-03-312026-04-21

INTZ INTRUSION INC158.9K shares0.00%2026-03-312026-04-21

AAPL

APPLE INC

-5.20%

Shares333.0K

Event2026-03-31

Filed2026-04-21

VUG

VANGUARD INDEX FDS

2.87%

Shares93.4K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-4.44%

Shares127.9K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-4.00%

Shares126.0K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

-2.49%

Shares160.4K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-2.35%

Shares83.7K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-2.16%

Shares62.1K

Event2026-03-31

Filed2026-04-21

XPO

XPO INC

-2.39%

Shares95.2K

Event2026-03-31

Filed2026-04-21

IYW

ISHARES TR

-1.60%

Shares95.3K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

-1.03%

Shares69.9K

Event2026-03-31

Filed2026-04-21

VISA INC

-2.18%

Shares52.1K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-2.08%

Shares25.4K

Event2026-03-31

Filed2026-04-21

LAM RESEARCH CORP

-6.55%

Shares67.5K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

-1.90%

Shares114.9K

Event2026-03-31

Filed2026-04-21

DOV

DOVER CORP

-1.57%

Shares65.9K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-0.33%

Shares76.9K

Event2026-03-31

Filed2026-04-21

MASTERCARD INCORPORATED

-0.60%

Shares26.2K

Event2026-03-31

Filed2026-04-21

BNL

BROADSTONE NET LEASE INC

-6.16%

Shares690.3K

Event2026-03-31

Filed2026-04-21

ISRG

INTUITIVE SURGICAL INC

-1.92%

Shares27.3K

Event2026-03-31

Filed2026-04-21

TJX

TJX COS INC NEW

-1.06%

Shares76.6K

Event2026-03-31

Filed2026-04-21

DHR

DANAHER CORPORATION

-4.64%

Shares62.2K

Event2026-03-31

Filed2026-04-21

XLI

SELECT SECTOR SPDR TR

-0.32%

Shares70.3K

Event2026-03-31

Filed2026-04-21

TMO

THERMO FISHER SCIENTIFIC INC

-3.77%

Shares19.7K

Event2026-03-31

Filed2026-04-21

CHUBB LIMITED

-4.29%

Shares29.5K

Event2026-03-31

Filed2026-04-21

XLF

SELECT SECTOR SPDR TR

-1.18%

Shares189.1K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORP NEW

-0.50%

Shares43.3K

Event2026-03-31

Filed2026-04-21

XLK

SELECT SECTOR SPDR TR

-2.02%

Shares65.8K

Event2026-03-31

Filed2026-04-21

WFC

WELLS FARGO CO NEW

-2.56%

Shares108.5K

Event2026-03-31

Filed2026-04-21

MDLZ

MONDELEZ INTL INC

4.24%

Shares142.6K

Event2026-03-31

Filed2026-04-21

BOEING CO

-0.90%

Shares40.8K

Event2026-03-31

Filed2026-04-21

PEP

PEPSICO INC

-2.24%

Shares49.8K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

-5.91%

Shares59.7K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

-6.34%

Shares10.0K

Event2026-03-31

Filed2026-04-21

YUM

YUM BRANDS INC

-1.39%

Shares44.7K

Event2026-03-31

Filed2026-04-21

VYM

VANGUARD WHITEHALL FDS

1.69%

Shares46.6K

Event2026-03-31

Filed2026-04-21

XLV

SELECT SECTOR SPDR TR

-0.64%

Shares46.1K

Event2026-03-31

Filed2026-04-21

ADI

ANALOG DEVICES INC

-2.29%

Shares21.0K

Event2026-03-31

Filed2026-04-21

QXO

QXO INC

4.00%

Shares342.8K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

-5.30%

Shares13.3K

Event2026-03-31

Filed2026-04-21

CME

CME GROUP INC

-0.64%

Shares21.1K

Event2026-03-31

Filed2026-04-21

EOG

EOG RES INC

7.94%

Shares42.7K

Event2026-03-31

Filed2026-04-21

RTX

RAYTHEON TECHNOLOGIES CORP

-1.10%

Shares31.5K

Event2026-03-31

Filed2026-04-21

IWO

ISHARES TR

-0.07%

Shares18.2K

Event2026-03-31

Filed2026-04-21

SBUX

STARBUCKS CORP

-3.32%

Shares62.7K

Event2026-03-31

Filed2026-04-21

ABT

ABBOTT LABS

-2.80%

Shares53.0K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHSL CORP NEW

-4.13%

Shares5.2K

Event2026-03-31

Filed2026-04-21

IJK

ISHARES TR

2.46%

Shares50.0K

Event2026-03-31

Filed2026-04-21

COF

CAPITAL ONE FINL CORP

-0.13%

Shares27.5K

Event2026-03-31

Filed2026-04-21

BIV

VANGUARD BD INDEX FDS

New

Shares63.4K

Event2026-03-31

Filed2026-04-21

GEV

GE VERNOVA INC

8.46%

Shares5.4K

Event2026-03-31

Filed2026-04-21

BIP

BROOKFIELD INFRAST PARTNERS

-7.64%

Shares129.0K

Event2026-03-31

Filed2026-04-21

ECL

ECOLAB INC

-0.62%

Shares17.3K

Event2026-03-31

Filed2026-04-21

LHX

L3HARRIS TECHNOLOGIES INC

-0.54%

Shares13.1K

Event2026-03-31

Filed2026-04-21

COLGATE PALMOLIVE CO

0.14%

Shares51.8K

Event2026-03-31

Filed2026-04-21

XLC

SELECT SECTOR SPDR TR

0.97%

Shares39.8K

Event2026-03-31

Filed2026-04-21

BLACKROCK INC

-9.49%

Shares4.5K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

-1.09%

Shares13.2K

Event2026-03-31

Filed2026-04-21

LMT

LOCKHEED MARTIN CORP

-5.70%

Shares7.1K

Event2026-03-31

Filed2026-04-21

CATERPILLAR INC

-0.36%

Shares121.1K

Event2026-03-31

Filed2026-04-21

AES

AES CORP

-0.13%

Shares284.6K

Event2026-03-31

Filed2026-04-21

IJR

ISHARES TR

5.01%

Shares31.4K

Event2026-03-31

Filed2026-04-21

COCA COLA CO

-1.75%

Shares49.6K

Event2026-03-31

Filed2026-04-21

PROCTER AND GAMBLE CO

-3.14%

Shares26.2K

Event2026-03-31

Filed2026-04-21

PARKER-HANNIFIN CORP

-2.33%

Shares4.2K

Event2026-03-31

Filed2026-04-21

XLY

SELECT SECTOR SPDR TR

-0.38%

Shares33.3K

Event2026-03-31

Filed2026-04-21

EPD

ENTERPRISE PRODS PARTNERS L

-9.80%

Shares94.0K

Event2026-03-31

Filed2026-04-21

BLACKSTONE INC

-4.03%

Shares29.7K

Event2026-03-31

Filed2026-04-21