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The Analysis of Trueblood Wealth Management, LLC's Holdings & P&L

Currently, Trueblood Wealth Management, LLC holds 256 types of securities in its portfolio with a total value $255.7M. In the most recent quarter, they have increased their positions in FDL (+8.1K shares, valued at $413.1K), FNV (+1.4K shares, valued at $343.2K), CTVA (+4.0K shares, valued at $333.7K); decreased their positions in BRO (-7.1K shares, valued at $464.1K), INTU (-973 shares, valued at $420.8K), QCOM (-2.4K shares, valued at $305.2K); initiated new positions in FDL (+8.1K shares, valued at $413.1K), FNV (+1.4K shares, valued at $343.2K), CTVA (+4.0K shares, valued at $333.7K).

1M P&L

+6.5M+2.58%

3M P&L

+6.2M+2.46%

HY P&L

+24.6M+10.55%

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/A76.5M

33.4%

2Banks - Diversified12.4M

5.4%

3Semiconductors11.5M

5.0%

Top Industries by Stock Count

1N/A71 stocks

30.3%

2Semiconductors9 stocks

3.8%

3Software - Application9 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JPM JPMORGAN CHASE & CO41.1K shares-2.15%2026-03-312026-04-21

AAPL APPLE INC34.3K shares-0.90%2026-03-312026-04-21

MSFT MICROSOFT CORP14.5K shares0.75%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T24.0K shares6.31%2026-03-312026-04-21

RDVI FIRST TR EXCHANGE-TRADED FD168.0K shares3.11%2026-03-312026-04-21

NVDA NVIDIA CORPORATION23.4K shares1.80%2026-03-312026-04-21

CAT CATERPILLAR INC5.6K shares0.50%2026-03-312026-04-21

FTA FIRST TR EXCHANGE-TRADED ALP41.0K shares0.14%2026-03-312026-04-21

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD95.4K shares1.22%2026-03-312026-04-21

FGD FIRST TR EXCHANGE-TRADED FD100.4K shares6.84%2026-03-312026-04-21

CGGO CAPITAL GROUP GBL GROWTH EQT95.2K shares7.97%2026-03-312026-04-21

CVX CHEVRON CORPORATION14.2K shares-0.45%2026-03-312026-04-21

CINF CINCINNATI FINL CORP17.7K shares0.02%2026-03-312026-04-21

WMT WALMART INC22.0K shares-2.77%2026-03-312026-04-21

ADI ANALOG DEVICES INC8.2K shares3.46%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS4.3K shares7.37%2026-03-312026-04-21

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET64.5K shares7.27%2026-03-312026-04-21

IFV FIRST TR EXCHANGE TRADED FD95.8K shares4.80%2026-03-312026-04-21

RSG REPUBLIC SVCS INC10.9K shares-0.27%2026-03-312026-04-21

XOM EXXON MOBIL CORP13.1K shares-1.86%2026-03-312026-04-21

GDX VANECK ETF TRUST24.3K shares-1.22%2026-03-312026-04-21

LINDE PLC LINDE PLC4.5K shares0.40%2026-03-312026-04-21

CGDG CAPITAL GROUP DIVIDEND GROWE61.2K shares8.03%2026-03-312026-04-21

ABBV ABBVIE INC9.6K shares-0.24%2026-03-312026-04-21

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC5.8K shares-12.42%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON8.0K shares5.99%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC2.3K shares-2.14%2026-03-312026-04-21

CGGR CAPITAL GROUP GROWTH ETF47.7K shares11.17%2026-03-312026-04-21

AMZN AMAZON COM INC9.1K shares-4.40%2026-03-312026-04-21

IEFA ISHARES TR21.0K shares9.31%2026-03-312026-04-21

APH AMPHENOL CORP14.8K shares1.18%2026-03-312026-04-21

CASY CASEYS GEN STORES INC2.6K shares0.31%2026-03-312026-04-21

Sponsored

SLYV SPDR SERIES TRUST19.0K shares-0.76%2026-03-312026-04-21

CGIE CAPITAL GROUP INTERNATIONAL53.2K shares4.10%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION1.8K shares3.91%2026-03-312026-04-21

ORCL ORACLE CORP12.1K shares-12.32%2026-03-312026-04-21

FTCS FIRST TR EXCHANGE-TRADED FD19.1K shares-8.03%2026-03-312026-04-21

BROADCOM INC BROADCOM INC5.7K shares-0.94%2026-03-312026-04-21

CB CHUBB LTD SWITZ5.4K shares-1.23%2026-03-312026-04-21

ALPHABET INC ALPHABET INC6.1K shares2.05%2026-03-312026-04-21

Sponsored

CGXU CAPITAL GROUP INTL FOCUS EQT59.0K shares1.15%2026-03-312026-04-21

SNA SNAP ON INC4.7K shares-1.20%2026-03-312026-04-21

CGDV CAPITAL GROUP DIVIDEND VALUE39.8K shares4.43%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.5K shares1.91%2026-03-312026-04-21

V VISA INC5.4K shares-0.06%2026-03-312026-04-21

WELL WELLTOWER INC8.3K shares-0.34%2026-03-312026-04-21

AJG GALLAGHER ARTHUR J & CO7.5K shares-3.95%2026-03-312026-04-21

IEMG ISHARES INC23.0K shares7.99%2026-03-312026-04-21

Sponsored

MCD MCDONALDS CORP5.0K shares-2.95%2026-03-312026-04-21

FV FIRST TR EXCHANGE TRADED FD25.5K shares2.24%2026-03-312026-04-21

HD HOME DEPOT INC4.6K shares-6.79%2026-03-312026-04-21

CMI CUMMINS INC2.7K shares-0.73%2026-03-312026-04-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND7.3K shares-3.29%2026-03-312026-04-21

SYK STRYKER CORPORATION4.4K shares-4.20%2026-03-312026-04-21

MPC MARATHON PETE CORP5.9K shares-0.78%2026-03-312026-04-21

BKR BAKER HUGHES COMPANY22.4K shares-1.89%2026-03-312026-04-21

Sponsored

FAST FASTENAL CO28.6K shares-0.67%2026-03-312026-04-21

IJH ISHARES TR19.5K shares11.28%2026-03-312026-04-21

ALPHABET INC ALPHABET INC4.6K shares4.59%2026-03-312026-04-21

NDAQ NASDAQ INC15.2K shares17.70%2026-03-312026-04-21

TJX TJX COS INC NEW8.1K shares0.47%2026-03-312026-04-21

FTGC FIRST TR EXCHANGE TRAD FD VI44.9K shares29.55%2026-03-312026-04-21

TSCO TRACTOR SUPPLY CO27.9K shares-1.40%2026-03-312026-04-21

JEPI J P MORGAN EXCHANGE TRADED F22.0K shares-0.58%2026-03-312026-04-21

Sponsored

VXUS VANGUARD STAR FDS16.1K shares-3.18%2026-03-312026-04-21

KNG FIRST TR EXCHANGE-TRADED FD25.1K shares31.98%2026-03-312026-04-21

SDVD FIRST TR EXCH TRADED FD III56.1K shares17.50%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO3.9K shares-5.57%2026-03-312026-04-21

NSC NORFOLK SOUTHN CORP4.0K shares-4.22%2026-03-312026-04-21

OKE ONEOK INC NEW12.7K shares2.13%2026-03-312026-04-21

VO VANGUARD INDEX FDS4.0K shares12.58%2026-03-312026-04-21

PG PROCTER & GAMBLE CO7.8K shares-3.95%2026-03-312026-04-21

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC9.6K shares-0.56%2026-03-312026-04-21

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II15.0K shares-9.40%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS5.0K shares1.75%2026-03-312026-04-21

FTQI FIRST TR EXCHANGE TRADED FD53.9K shares26.39%2026-03-312026-04-21

CTAS CINTAS CORP6.3K shares3.09%2026-03-312026-04-21

SMDV PROSHARES TR15.5K shares-1.13%2026-03-312026-04-21

BR BROADRIDGE FINL SOLUTIONS IN6.6K shares-2.57%2026-03-312026-04-21

VIGI VANGUARD WHITEHALL FDS12.0K shares5.93%2026-03-312026-04-21

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD9.3K shares1.26%2026-03-312026-04-21

NEE NEXTERA ENERGY INC11.1K shares1.30%2026-03-312026-04-21

KKR & CO INC KKR & CO INC10.9K shares-1.15%2026-03-312026-04-21

COP CONOCOPHILLIPS7.5K shares-5.21%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS4.1K shares-8.93%2026-03-312026-04-21

PIZ INVESCO EXCH TRADED FD TR II19.5K shares-5.27%2026-03-312026-04-21

MSI MOTOROLA SOLUTIONS INC2.2K shares-1.55%2026-03-312026-04-21

STERIS PLC STERIS PLC4.2K shares-2.17%2026-03-312026-04-21

Sponsored

IJR ISHARES TR7.4K shares12.15%2026-03-312026-04-21

DWAS INVESCO EXCH TRADED FD TR II9.3K shares-1.87%2026-03-312026-04-21

RDVY FIRST TR EXCHANGE TRADED FD13.3K shares-5.88%2026-03-312026-04-21

MTUM ISHARES TR3.7K shares8.10%2026-03-312026-04-21

KO COCA COLA CO11.3K shares0.00%2026-03-312026-04-21

QCOM QUALCOMM INC6.5K shares-26.66%2026-03-312026-04-21

LNTH LANTHEUS HLDGS INC11.0K shares0.00%2026-03-312026-04-21

FVD FIRST TR EXCHANGE-TRADED FD17.7K shares0.48%2026-03-312026-04-21

Sponsored

SO SOUTHERN CO8.6K shares-0.73%2026-03-312026-04-21

BRO BROWN & BROWN INC12.6K shares-36.17%2026-03-312026-04-21

AEP AMERICAN ELEC PWR CO INC6.2K shares-10.28%2026-03-312026-04-21

WSO WATSCO INC2.2K shares1.45%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC4.0K shares60.63%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC6.6K shares-12.62%2026-03-312026-04-21

TSLA TESLA INC2.1K shares2.12%2026-03-312026-04-21

KLAC KLA CORP535 shares0.56%2026-03-312026-04-21

Sponsored

CARR CARRIER GLOBAL CORPORATION14.0K shares-3.51%2026-03-312026-04-21

PIE INVESCO EXCH TRADED FD TR II29.4K shares0.00%2026-03-312026-04-21

LLY ELI LILLY & CO833 shares-0.48%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP1.3K shares2.37%2026-03-312026-04-21

MS MORGAN STANLEY4.6K shares-0.07%2026-03-312026-04-21

FXU FIRST TR EXCHANGE-TRADED FD15.0K shares0.44%2026-03-312026-04-21

TMO THERMO FISHER SCIENTIFIC INC1.5K shares-1.64%2026-03-312026-04-21

WRB BERKLEY W R CORP11.0K shares-1.14%2026-03-312026-04-21

Sponsored

EMR EMERSON ELEC CO5.5K shares-7.06%2026-03-312026-04-21

CME CME GROUP INC2.4K shares5.85%2026-03-312026-04-21

ELV ELEVANCE HEALTH INC FORMERLY2.4K shares0.59%2026-03-312026-04-21

PEP PEPSICO INC4.4K shares-1.77%2026-03-312026-04-21

ABT ABBOTT LABORATORIES6.7K shares0.44%2026-03-312026-04-21

GWW WW GRAINGER INC624 shares-0.64%2026-03-312026-04-21

DE DEERE & CO1.2K shares-4.88%2026-03-312026-04-21

PWR QUANTA SVCS INC1.2K shares0.00%2026-03-312026-04-21

Sponsored

JBL JABIL INC2.5K shares0.04%2026-03-312026-04-21

CSCO CISCO SYS INC8.4K shares18.07%2026-03-312026-04-21

ISRG INTUITIVE SURGICAL INC1.4K shares4.51%2026-03-312026-04-21

PH PARKER-HANNIFIN CORP724 shares0.14%2026-03-312026-04-21

EATON CORP PLC EATON CORP PLC1.8K shares0.78%2026-03-312026-04-21

PRN INVESCO EXCHANGE TRADED FD T3.3K shares0.43%2026-03-312026-04-21

SHW SHERWIN WILLIAMS CO2.0K shares-2.35%2026-03-312026-04-21

PXI INVESCO EXCHANGE TRADED FD T10.7K shares2.85%2026-03-312026-04-21

Sponsored

META META PLATFORMS INC1.1K shares-4.80%2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC5.5K shares4.83%2026-03-312026-04-21

DHR DANAHER CORP DEL3.2K shares-3.68%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC12.2K shares-0.41%2026-03-312026-04-21

GILD GILEAD SCIENCES INC4.4K shares-1.77%2026-03-312026-04-21

BA BOEING CO2.9K shares3.01%2026-03-312026-04-21

MA MASTERCARD INCORPORATED1.1K shares-3.71%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC1.5K shares22.35%2026-03-312026-04-21

Sponsored

MPLX MPLX LP9.9K shares1.80%2026-03-312026-04-21

TMUS T-MOBILE US INC2.7K shares-0.48%2026-03-312026-04-21

ADP AUTOMATIC DATA PROCESSING IN2.7K shares-12.36%2026-03-312026-04-21

SPGI S&P GLOBAL INC1.3K shares-3.23%2026-03-312026-04-21

FVC FIRST TR EXCHANGE TRADED FD15.7K shares-5.23%2026-03-312026-04-21

PYZ INVESCO EXCHANGE TRADED FD T4.5K shares4.58%2026-03-312026-04-21

SMH VANECK ETF TRUST1.4K shares-6.22%2026-03-312026-04-21

FXG FIRST TR EXCHANGE-TRADED FD8.4K shares-3.20%2026-03-312026-04-21

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.6K shares-0.32%2026-03-312026-04-21

ROK ROCKWELL AUTOMATION INC1.5K shares0.07%2026-03-312026-04-21

FYX FIRST TR EXCHANGE-TRADED ALP4.4K shares-1.02%2026-03-312026-04-21

INTU INTUIT1.2K shares-45.26%2026-03-312026-04-21

BLACKSTONE INC BLACKSTONE INC4.3K shares0.91%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.8K shares-6.84%2026-03-312026-04-21

SPYV SPDR SERIES TRUST8.7K shares0.29%2026-03-312026-04-21

KEYS KEYSIGHT TECHNOLOGIES INC1.7K shares-5.09%2026-03-312026-04-21

Sponsored

IJT ISHARES TR3.3K shares0.15%2026-03-312026-04-21

MDLZ MONDELEZ INTL INC8.3K shares0.00%2026-03-312026-04-21

NTRS NORTHERN TR CORP3.4K shares-27.15%2026-03-312026-04-21

O REALTY INCOME CORP7.8K shares-0.22%2026-03-312026-04-21

WMB WILLIAMS COS INC6.2K shares0.70%2026-03-312026-04-21

MTSI MACOM TECH SOLUTIONS HLDGS I2.0K shares0.00%2026-03-312026-04-21

TRV TRAVELERS COMPANIES INC1.5K shares0.20%2026-03-312026-04-21

MDYV SPDR SERIES TRUST5.2K shares0.44%2026-03-312026-04-21

Sponsored

PANW PALO ALTO NETWORKS INC2.7K shares-2.58%2026-03-312026-04-21

FEM FIRST TR EXCH TRD ALPHDX FD14.3K shares3.32%2026-03-312026-04-21

PEZ INVESCO EXCHANGE TRADED FD T4.4K shares-1.05%2026-03-312026-04-21

SHOP SHOPIFY INC3.5K shares0.72%2026-03-312026-04-21

CATX PERSPECTIVE THERAPEUTICS INC99.1K shares-16.80%2026-03-312026-04-21

FDL FIRST TR EXCHANGE-TRADED FD8.1K sharesnew addition2026-03-312026-04-21

KMI KINDER MORGAN INC DEL12.3K shares-2.91%2026-03-312026-04-21

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC4.1K shares-0.17%2026-03-312026-04-21

Sponsored

DVN DEVON ENERGY CORP NEW8.1K shares0.47%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC2.5K shares-12.42%2026-03-312026-04-21

PFI INVESCO EXCHANGE TRADED FD T7.6K shares2.53%2026-03-312026-04-21

FXH FIRST TR EXCHANGE-TRADED FD3.7K shares-1.82%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC1.5K shares-42.37%2026-03-312026-04-21

EW EDWARDS LIFESCIENCES CORP4.9K shares-3.40%2026-03-312026-04-21

NDSN NORDSON CORP1.4K shares-3.18%2026-03-312026-04-21

HON HONEYWELL INTL INC1.7K shares0.36%2026-03-312026-04-21

Sponsored

SLV ISHARES SILVER TR5.5K shares-0.05%2026-03-312026-04-21

ZTS ZOETIS INC3.1K shares62.07%2026-03-312026-04-21

IJK ISHARES TR3.6K shares0.08%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR630 shares0.00%2026-03-312026-04-21

ET ENERGY TRANSFER L P18.8K shares0.00%2026-03-312026-04-21

TPL TEXAS PACIFIC LAND CORPORATI759 shares0.13%2026-03-312026-04-21

KMB KIMBERLY-CLARK CORP3.7K shares37.25%2026-03-312026-04-21

ARCC ARES CAPITAL CORP19.6K shares-7.08%2026-03-312026-04-21

Sponsored

IWM ISHARES TR1.4K shares0.14%2026-03-312026-04-21

FXR FIRST TR EXCHANGE-TRADED FD4.3K shares-7.98%2026-03-312026-04-21

ETR ENTERGY CORP NEW3.1K shares-1.98%2026-03-312026-04-21

UNP UNION PAC CORP1.4K shares-8.16%2026-03-312026-04-21

TRGP TARGA RES CORP1.4K shares0.43%2026-03-312026-04-21

T AT&T INC11.9K shares0.15%2026-03-312026-04-21

BABA ALIBABA GROUP HLDG LTD2.7K shares0.00%2026-03-312026-04-21

FNV FRANCO NEV CORP1.4K sharesnew addition2026-03-312026-04-21

Sponsored

DIS DISNEY WALT CO3.5K shares-0.14%2026-03-312026-04-21

DLR DIGITAL RLTY TR INC1.9K shares-0.58%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE1.2K shares-9.56%2026-03-312026-04-21

CTVA CORTEVA INC4.0K sharesnew addition2026-03-312026-04-21

PSX PHILLIPS 661.8K shares0.33%2026-03-312026-04-21

DJT TRUMP MEDIA & TECHNOLOGY GRO35.0K shares248.83%2026-03-312026-04-21

XEL XCEL ENERGY INC4.1K shares-2.25%2026-03-312026-04-21

FDX FEDEX CORP906 shares2.60%2026-03-312026-04-21

Sponsored

GRAB GRAB HOLDINGS LIMITED87.3K shares115.85%2026-03-312026-04-21

VLO VALERO ENERGY CORP1.2K shares0.16%2026-03-312026-04-21

WMS ADVANCED DRAIN SYS INC DEL2.2K shares32.77%2026-03-312026-04-21

NOC NORTHROP GRUMMAN CORP439 shares0.00%2026-03-312026-04-21

NFLX NETFLIX INC.3.1K shares-0.67%2026-03-312026-04-21

TDIV FIRST TR EXCHANGE TRADED FD3.1K shares30.62%2026-03-312026-04-21

CPRT COPART INC8.7K shares-1.13%2026-03-312026-04-21

ITW ILLINOIS TOOL WKS INC1.1K shares-12.03%2026-03-312026-04-21

Sponsored

SOUN SOUNDHOUND AI INC41.2K shares174.67%2026-03-312026-04-21

SHV ISHARES TR2.6K shares17.49%2026-03-312026-04-21

MNST MONSTER BEVERAGE CORP NEW3.9K shares-6.76%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC1.9K shares9.16%2026-03-312026-04-21

ES EVERSOURCE ENERGY4.0K shares-1.35%2026-03-312026-04-21

RTX RTX CORPORATION1.4K shares0.07%2026-03-312026-04-21

ALAB ASTERA LABS INC2.5K shares100.00%2026-03-312026-04-21

PGR PROGRESSIVE CORP1.4K shares-4.79%2026-03-312026-04-21

Sponsored

GEV GE VERNOVA INC308 shares-0.65%2026-03-312026-04-21

APD AIR PRODUCTS AND CHEMICALS I924 shares-11.75%2026-03-312026-04-21

BAC BANK AMERICA CORP5.3K shares-0.11%2026-03-312026-04-21

ATO ATMOS ENERGY CORP1.4K sharesnew addition2026-03-312026-04-21

ARES ARES MANAGEMENT CORPORATION2.4K shares-5.66%2026-03-312026-04-21

FCX FREEPORT MCMORAN INC4.4K shares0.23%2026-03-312026-04-21

IYM ISHARES TR1.5K shares0.28%2026-03-312026-04-21

ETHA ISHARES ETHEREUM TR16.1K sharesnew addition2026-03-312026-04-21

Sponsored

GGG GRACO INC3.0K shares-2.75%2026-03-312026-04-21

AGG ISHARES TR2.5K shares20.10%2026-03-312026-04-21

UBER UBER TECHNOLOGIES INC3.5K shares-4.04%2026-03-312026-04-21

RKT ROCKET COS INC17.2K shares-14.15%2026-03-312026-04-21

CRM SALESFORCE INC1.3K shares-43.30%2026-03-312026-04-21

EOG EOG RES INC1.6K sharesnew addition2026-03-312026-04-21

LMBS FIRST TR EXCHANGE-TRADED FD4.7K shares0.38%2026-03-312026-04-21

AFL AFLAC INC2.1K shares-11.41%2026-03-312026-04-21

Sponsored

XLV SELECT SECTOR SPDR TR1.6K shares0.38%2026-03-312026-04-21

AMGN AMGEN INC666 sharesnew addition2026-03-312026-04-21

MMM 3M CO1.6K shares0.06%2026-03-312026-04-21

PDP INVESCO EXCHANGE TRADED FD T1.9K shares0.00%2026-03-312026-04-21

GIS GENERAL MILLS INC6.2K shares-2.16%2026-03-312026-04-21

USMV ISHARES TR2.5K shares0.41%2026-03-312026-04-21

FNX FIRST TR EXCHANGE-TRADED ALP1.8K shares0.23%2026-03-312026-04-21

LNG CHENIERE ENERGY INC795 sharesnew addition2026-03-312026-04-21

Sponsored

PTF INVESCO EXCHANGE TRADED FD T2.6K sharesnew addition2026-03-312026-04-21

SJM SMUCKER J M CO2.3K shares-0.98%2026-03-312026-04-21

SOFI SOFI TECHNOLOGIES INC14.1K shares39.64%2026-03-312026-04-21

TYL TYLER TECHNOLOGIES INC648 shares0.31%2026-03-312026-04-21

INTC INTEL CORP4.9K sharesnew addition2026-03-312026-04-21

SPYG SPDR SERIES TRUST2.2K shares0.05%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC634 shares-32.12%2026-03-312026-04-21

USB US BANCORP4.1K shares2.62%2026-03-312026-04-21

Sponsored

PDBC INVESCO ACTVELY MNGD ETC FD12.2K shares0.00%2026-03-312026-04-21

ENSG ENSIGN GROUP INC1.0K sharesnew addition2026-03-312026-04-21

GLD SPDR GOLD TR487 sharesnew addition2026-03-312026-04-21

JCI JOHNSON CONTROLS INTERNATION1.6K shares-6.63%2026-03-312026-04-21

NOW SERVICENOW INC2.0K shares-39.10%2026-03-312026-04-21

HBAN HUNTINGTON BANCSHARES INC12.4K shares0.32%2026-03-312026-04-21

ATAIBECKLEY INC ATAIBECKLEY INC50.0K sharesnew addition2026-03-312026-04-21

LAND GLADSTONE LD CORP14.0K shares0.00%2026-03-312026-04-21

Sponsored

JPM

JPMORGAN CHASE & CO

-2.15%

Shares41.1K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-0.90%

Shares34.3K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

0.75%

Shares14.5K

Event2026-03-31

Filed2026-04-21

INVESCO EXCHANGE TRADED FD T

6.31%

Shares24.0K

Event2026-03-31

Filed2026-04-21

RDVI

FIRST TR EXCHANGE-TRADED FD

3.11%

Shares168.0K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

1.80%

Shares23.4K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

0.50%

Shares5.6K

Event2026-03-31

Filed2026-04-21

FTA

FIRST TR EXCHANGE-TRADED ALP

0.14%

Shares41.0K

Event2026-03-31

Filed2026-04-21

SDVY

FIRST TR EXCHANGE TRADED FD

1.22%

Shares95.4K

Event2026-03-31

Filed2026-04-21

FGD

FIRST TR EXCHANGE-TRADED FD

6.84%

Shares100.4K

Event2026-03-31

Filed2026-04-21

CGGO

CAPITAL GROUP GBL GROWTH EQT

7.97%

Shares95.2K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

-0.45%

Shares14.2K

Event2026-03-31

Filed2026-04-21

CINF

CINCINNATI FINL CORP

0.02%

Shares17.7K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

-2.77%

Shares22.0K

Event2026-03-31

Filed2026-04-21

ADI

ANALOG DEVICES INC

3.46%

Shares8.2K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

7.37%

Shares4.3K

Event2026-03-31

Filed2026-04-21

CGUS

CAPITAL GROUP CORE EQUITY ET

7.27%

Shares64.5K

Event2026-03-31

Filed2026-04-21

IFV

FIRST TR EXCHANGE TRADED FD

4.80%

Shares95.8K

Event2026-03-31

Filed2026-04-21

RSG

REPUBLIC SVCS INC

-0.27%

Shares10.9K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

-1.86%

Shares13.1K

Event2026-03-31

Filed2026-04-21

GDX

VANECK ETF TRUST

-1.22%

Shares24.3K

Event2026-03-31

Filed2026-04-21

LINDE PLC

0.40%

Shares4.5K

Event2026-03-31

Filed2026-04-21

CGDG

CAPITAL GROUP DIVIDEND GROWE

8.03%

Shares61.2K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

-0.24%

Shares9.6K

Event2026-03-31

Filed2026-04-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-12.42%

Shares5.8K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

5.99%

Shares8.0K

Event2026-03-31

Filed2026-04-21

GOLDMAN SACHS GROUP INC

-2.14%

Shares2.3K

Event2026-03-31

Filed2026-04-21

CGGR

CAPITAL GROUP GROWTH ETF

11.17%

Shares47.7K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

-4.40%

Shares9.1K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

9.31%

Shares21.0K

Event2026-03-31

Filed2026-04-21

APH

AMPHENOL CORP

1.18%

Shares14.8K

Event2026-03-31

Filed2026-04-21

CASY

CASEYS GEN STORES INC

0.31%

Shares2.6K

Event2026-03-31

Filed2026-04-21

SLYV

SPDR SERIES TRUST

-0.76%

Shares19.0K

Event2026-03-31

Filed2026-04-21

CGIE

CAPITAL GROUP INTERNATIONAL

4.10%

Shares53.2K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

3.91%

Shares1.8K

Event2026-03-31

Filed2026-04-21

ORCL

ORACLE CORP

-12.32%

Shares12.1K

Event2026-03-31

Filed2026-04-21

FTCS

FIRST TR EXCHANGE-TRADED FD

-8.03%

Shares19.1K

Event2026-03-31

Filed2026-04-21

BROADCOM INC

-0.94%

Shares5.7K

Event2026-03-31

Filed2026-04-21

CHUBB LTD SWITZ

-1.23%

Shares5.4K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

2.05%

Shares6.1K

Event2026-03-31

Filed2026-04-21

CGXU

CAPITAL GROUP INTL FOCUS EQT

1.15%

Shares59.0K

Event2026-03-31

Filed2026-04-21

SNA

SNAP ON INC

-1.20%

Shares4.7K

Event2026-03-31

Filed2026-04-21

CGDV

CAPITAL GROUP DIVIDEND VALUE

4.43%

Shares39.8K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

1.91%

Shares3.5K

Event2026-03-31

Filed2026-04-21

VISA INC

-0.06%

Shares5.4K

Event2026-03-31

Filed2026-04-21

WELL

WELLTOWER INC

-0.34%

Shares8.3K

Event2026-03-31

Filed2026-04-21

AJG

GALLAGHER ARTHUR J & CO

-3.95%

Shares7.5K

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES INC

7.99%

Shares23.0K

Event2026-03-31

Filed2026-04-21

MCD

MCDONALDS CORP

-2.95%

Shares5.0K

Event2026-03-31

Filed2026-04-21

FIRST TR EXCHANGE TRADED FD

2.24%

Shares25.5K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

-6.79%

Shares4.6K

Event2026-03-31

Filed2026-04-21

CMI

CUMMINS INC

-0.73%

Shares2.7K

Event2026-03-31

Filed2026-04-21

ACCENTURE PLC IRELAND

-3.29%

Shares7.3K

Event2026-03-31

Filed2026-04-21

SYK

STRYKER CORPORATION

-4.20%

Shares4.4K

Event2026-03-31

Filed2026-04-21

MPC

MARATHON PETE CORP

-0.78%

Shares5.9K

Event2026-03-31

Filed2026-04-21

BKR

BAKER HUGHES COMPANY

-1.89%

Shares22.4K

Event2026-03-31

Filed2026-04-21

FAST

FASTENAL CO

-0.67%

Shares28.6K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

11.28%

Shares19.5K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

4.59%

Shares4.6K

Event2026-03-31

Filed2026-04-21

NDAQ

NASDAQ INC

17.70%

Shares15.2K

Event2026-03-31

Filed2026-04-21

TJX

TJX COS INC NEW

0.47%

Shares8.1K

Event2026-03-31

Filed2026-04-21

FTGC

FIRST TR EXCHANGE TRAD FD VI

29.55%

Shares44.9K

Event2026-03-31

Filed2026-04-21

TSCO

TRACTOR SUPPLY CO

-1.40%

Shares27.9K

Event2026-03-31

Filed2026-04-21

JEPI

J P MORGAN EXCHANGE TRADED F

-0.58%

Shares22.0K

Event2026-03-31

Filed2026-04-21

VXUS

VANGUARD STAR FDS

-3.18%

Shares16.1K

Event2026-03-31

Filed2026-04-21

KNG

FIRST TR EXCHANGE-TRADED FD

31.98%

Shares25.1K

Event2026-03-31

Filed2026-04-21

SDVD

FIRST TR EXCH TRADED FD III

17.50%

Shares56.1K

Event2026-03-31

Filed2026-04-21

AXP

AMERICAN EXPRESS CO

-5.57%

Shares3.9K

Event2026-03-31

Filed2026-04-21

NSC

NORFOLK SOUTHN CORP

-4.22%

Shares4.0K

Event2026-03-31

Filed2026-04-21

OKE

ONEOK INC NEW

2.13%

Shares12.7K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

12.58%

Shares4.0K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

-3.95%

Shares7.8K

Event2026-03-31

Filed2026-04-21

WEC ENERGY GROUP INC

-0.56%

Shares9.6K

Event2026-03-31

Filed2026-04-21

INVESCO EXCH TRADED FD TR II

-9.40%

Shares15.0K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

1.75%

Shares5.0K

Event2026-03-31

Filed2026-04-21

FTQI

FIRST TR EXCHANGE TRADED FD

26.39%

Shares53.9K

Event2026-03-31

Filed2026-04-21

CTAS

CINTAS CORP

3.09%

Shares6.3K

Event2026-03-31

Filed2026-04-21

SMDV

PROSHARES TR

-1.13%

Shares15.5K

Event2026-03-31

Filed2026-04-21

BROADRIDGE FINL SOLUTIONS IN

-2.57%

Shares6.6K

Event2026-03-31

Filed2026-04-21

VIGI

VANGUARD WHITEHALL FDS

5.93%

Shares12.0K

Event2026-03-31

Filed2026-04-21

AIRR

FIRST TR EXCHANGE TRADED FD

1.26%

Shares9.3K

Event2026-03-31

Filed2026-04-21

NEE

NEXTERA ENERGY INC

1.30%

Shares11.1K

Event2026-03-31

Filed2026-04-21

KKR & CO INC

-1.15%

Shares10.9K

Event2026-03-31

Filed2026-04-21

COP

CONOCOPHILLIPS

-5.21%

Shares7.5K

Event2026-03-31

Filed2026-04-21

IBM

INTERNATIONAL BUSINESS MACHS

-8.93%

Shares4.1K

Event2026-03-31

Filed2026-04-21

PIZ

INVESCO EXCH TRADED FD TR II

-5.27%

Shares19.5K

Event2026-03-31

Filed2026-04-21

MSI

MOTOROLA SOLUTIONS INC

-1.55%

Shares2.2K

Event2026-03-31

Filed2026-04-21

STERIS PLC

-2.17%

Shares4.2K

Event2026-03-31

Filed2026-04-21

IJR

ISHARES TR

12.15%

Shares7.4K

Event2026-03-31

Filed2026-04-21

DWAS

INVESCO EXCH TRADED FD TR II

-1.87%

Shares9.3K

Event2026-03-31

Filed2026-04-21

RDVY

FIRST TR EXCHANGE TRADED FD

-5.88%

Shares13.3K

Event2026-03-31

Filed2026-04-21

MTUM

ISHARES TR

8.10%

Shares3.7K

Event2026-03-31

Filed2026-04-21

COCA COLA CO

0.00%

Shares11.3K

Event2026-03-31

Filed2026-04-21

QCOM

QUALCOMM INC

-26.66%

Shares6.5K

Event2026-03-31

Filed2026-04-21

LNTH

LANTHEUS HLDGS INC

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-21

FVD

FIRST TR EXCHANGE-TRADED FD

0.48%

Shares17.7K

Event2026-03-31

Filed2026-04-21

SOUTHERN CO

-0.73%

Shares8.6K

Event2026-03-31

Filed2026-04-21

BRO

BROWN & BROWN INC

-36.17%

Shares12.6K

Event2026-03-31

Filed2026-04-21

AEP

AMERICAN ELEC PWR CO INC

-10.28%

Shares6.2K

Event2026-03-31

Filed2026-04-21

WSO

WATSCO INC

1.45%

Shares2.2K

Event2026-03-31

Filed2026-04-21

AMD

ADVANCED MICRO DEVICES INC

60.63%

Shares4.0K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

-12.62%

Shares6.6K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INC

2.12%

Shares2.1K

Event2026-03-31

Filed2026-04-21

KLAC

KLA CORP

0.56%

Shares535

Event2026-03-31

Filed2026-04-21

CARR

CARRIER GLOBAL CORPORATION

-3.51%

Shares14.0K

Event2026-03-31

Filed2026-04-21

PIE

INVESCO EXCH TRADED FD TR II

0.00%

Shares29.4K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

-0.48%

Shares833

Event2026-03-31

Filed2026-04-21

LMT

LOCKHEED MARTIN CORP

2.37%

Shares1.3K

Event2026-03-31

Filed2026-04-21

MORGAN STANLEY

-0.07%

Shares4.6K

Event2026-03-31

Filed2026-04-21

FXU

FIRST TR EXCHANGE-TRADED FD

0.44%

Shares15.0K

Event2026-03-31

Filed2026-04-21

TMO

THERMO FISHER SCIENTIFIC INC

-1.64%

Shares1.5K

Event2026-03-31

Filed2026-04-21

WRB

BERKLEY W R CORP

-1.14%

Shares11.0K

Event2026-03-31

Filed2026-04-21

EMR

EMERSON ELEC CO

-7.06%

Shares5.5K

Event2026-03-31

Filed2026-04-21

CME

CME GROUP INC

5.85%

Shares2.4K

Event2026-03-31

Filed2026-04-21

ELV

ELEVANCE HEALTH INC FORMERLY

0.59%

Shares2.4K

Event2026-03-31

Filed2026-04-21

PEP

PEPSICO INC

-1.77%

Shares4.4K

Event2026-03-31

Filed2026-04-21

ABT

ABBOTT LABORATORIES

0.44%

Shares6.7K

Event2026-03-31

Filed2026-04-21

GWW

WW GRAINGER INC

-0.64%

Shares624

Event2026-03-31

Filed2026-04-21

DEERE & CO

-4.88%

Shares1.2K

Event2026-03-31

Filed2026-04-21

PWR

QUANTA SVCS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

JBL

JABIL INC

0.04%

Shares2.5K

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYS INC

18.07%

Shares8.4K

Event2026-03-31

Filed2026-04-21

ISRG

INTUITIVE SURGICAL INC

4.51%

Shares1.4K

Event2026-03-31

Filed2026-04-21

PARKER-HANNIFIN CORP

0.14%

Shares724

Event2026-03-31

Filed2026-04-21

EATON CORP PLC

0.78%

Shares1.8K

Event2026-03-31

Filed2026-04-21

PRN

INVESCO EXCHANGE TRADED FD T

0.43%

Shares3.3K

Event2026-03-31

Filed2026-04-21

SHW

SHERWIN WILLIAMS CO

-2.35%

Shares2.0K

Event2026-03-31

Filed2026-04-21

PXI

INVESCO EXCHANGE TRADED FD T

2.85%

Shares10.7K

Event2026-03-31

Filed2026-04-21