Sponsored

The Analysis of UMB Bank, n.a.'s Holdings & P&L

Currently, UMB Bank, n.a. holds 2284 types of securities in its portfolio with a total value $7.2B. In the most recent quarter, they have increased their positions in IVV (+31.0K shares, valued at $20.2M), NOW (+130.0K shares, valued at $13.6M), CMG (+404.5K shares, valued at $12.9M); decreased their positions in ITM (-424.7K shares, valued at $19.7M), QUAL (-102.0K shares, valued at $19.6M), N/A (-31.6K shares, valued at $15.1M); initiated new positions in REPX (+129.6K shares, valued at $4.7M), BSVO (+76.0K shares, valued at $1.9M), N/A (+102.3K shares, valued at $1.7M).

1M P&L

+191.5M+2.72%

3M P&L

-150.4M-2.04%

HY P&L

+210.7M+3.00%

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/A2.2B

33.7%

2Banks - Regional610.1M

9.2%

3Consumer Electronics333.7M

5.0%

Top Industries by Stock Count

1N/A351 stocks

16.2%

2Banks - Regional110 stocks

5.1%

3Software - Application69 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

UMBF UMB FINL CORP4.7M shares-1.79%2026-03-312026-05-11

IVV ISHARES TR720.8K shares4.49%2026-03-312026-05-11

AAPL APPLE INC1.2M shares-1.32%2026-03-312026-05-11

NVDA NVIDIA CORPORATION1.3M shares-0.63%2026-03-312026-05-11

ALPHABET INC ALPHABET INC719.5K shares-1.40%2026-03-312026-05-11

MSFT MICROSOFT CORP516.6K shares-0.89%2026-03-312026-05-11

AMZN AMAZON COM INC729.7K shares7.45%2026-03-312026-05-11

BROADCOM INC BROADCOM INC473.6K shares-5.27%2026-03-312026-05-11

Sponsored

JPM JPMORGAN CHASE & CO437.6K shares-1.50%2026-03-312026-05-11

IEFA ISHARES TR1.4M shares5.62%2026-03-312026-05-11

IJH ISHARES TR1.8M shares-3.00%2026-03-312026-05-11

BRK.A BERKSHIRE HATHAWAY INC DEL145 shares0.00%2026-03-312026-05-11

IWR ISHARES TR964.9K shares-0.10%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON367.7K shares-1.24%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION88.4K shares-1.69%2026-03-312026-05-11

PGR PROGRESSIVE CORP431.4K shares-0.13%2026-03-312026-05-11

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL164.5K shares-16.10%2026-03-312026-05-11

CVX CHEVRON CORPORATION379.3K shares-1.66%2026-03-312026-05-11

WMT WALMART INC626.3K shares-5.79%2026-03-312026-05-11

TJX TJX COS INC NEW478.9K shares-0.05%2026-03-312026-05-11

VUG VANGUARD INDEX FDS172.2K shares1.88%2026-03-312026-05-11

VTV VANGUARD INDEX FDS380.5K shares-1.44%2026-03-312026-05-11

LLY ELI LILLY & CO78.0K shares-0.84%2026-03-312026-05-11

META META PLATFORMS INC120.5K shares-0.68%2026-03-312026-05-11

Sponsored

IJR ISHARES TR548.3K shares-4.69%2026-03-312026-05-11

XOM EXXON MOBIL CORP398.6K shares-2.39%2026-03-312026-05-11

GVI ISHARES TR613.1K shares-8.62%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS968.3K shares0.19%2026-03-312026-05-11

MA MASTERCARD INCORPORATED108.7K shares-6.83%2026-03-312026-05-11

TSLA TESLA INC145.1K shares-0.20%2026-03-312026-05-11

HD HOME DEPOT INC161.8K shares-1.38%2026-03-312026-05-11

JQUA J P MORGAN EXCHANGE TRADED F865.8K shares15.33%2026-03-312026-05-11

Sponsored

CAT CATERPILLAR INC68.9K shares6.58%2026-03-312026-05-11

IWM ISHARES TR191.7K shares0.35%2026-03-312026-05-11

V VISA INC150.1K shares-7.92%2026-03-312026-05-11

NEE NEXTERA ENERGY INC469.4K shares-0.26%2026-03-312026-05-11

LINDE PLC LINDE PLC84.4K shares0.35%2026-03-312026-05-11

ORLY OREILLY AUTOMOTIVE INC449.4K shares-0.63%2026-03-312026-05-11

PG PROCTER & GAMBLE CO284.8K shares-1.18%2026-03-312026-05-11

MCD MCDONALDS CORP131.5K shares-1.06%2026-03-312026-05-11

Sponsored

APH AMPHENOL CORP319.5K shares-13.10%2026-03-312026-05-11

EATON CORP PLC EATON CORP PLC112.2K shares-1.06%2026-03-312026-05-11

PH PARKER-HANNIFIN CORP44.2K shares-0.72%2026-03-312026-05-11

ALPHABET INC ALPHABET INC132.4K shares-0.88%2026-03-312026-05-11

EFV ISHARES TR504.9K shares-4.96%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC38.9K shares-2.57%2026-03-312026-05-11

GEV GE VERNOVA INC42.1K shares4.38%2026-03-312026-05-11

IEMG ISHARES INC527.1K shares40.79%2026-03-312026-05-11

Sponsored

BAC BANK AMERICA CORP723.8K shares-1.38%2026-03-312026-05-11

WELL WELLTOWER INC172.1K shares-0.27%2026-03-312026-05-11

XMHQ INVESCO EXCHANGE TRADED FD T316.6K shares2.51%2026-03-312026-05-11

RTX RTX CORPORATION166.3K shares-1.17%2026-03-312026-05-11

EFG ISHARES TR281.9K shares-2.67%2026-03-312026-05-11

DFAC DIMENSIONAL ETF TRUST806.1K shares-0.21%2026-03-312026-05-11

ABT ABBOTT LABORATORIES299.5K shares-0.88%2026-03-312026-05-11

TXN TEXAS INSTRS INC150.4K shares-2.79%2026-03-312026-05-11

Sponsored

UNP UNION PAC CORP117.6K shares-0.97%2026-03-312026-05-11

VWO VANGUARD INTL EQUITY INDEX F524.2K shares-0.66%2026-03-312026-05-11

NFLX NETFLIX INC.294.5K shares9.59%2026-03-312026-05-11

ITM VANECK ETF TRUST599.4K shares-41.47%2026-03-312026-05-11

MS MORGAN STANLEY166.0K shares-4.31%2026-03-312026-05-11

ABBV ABBVIE INC122.1K shares-1.19%2026-03-312026-05-11

HON HONEYWELL INTL INC113.9K shares-0.99%2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC293.5K shares1.75%2026-03-312026-05-11

Sponsored

QUAL ISHARES TR123.6K shares-45.20%2026-03-312026-05-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW176.9K shares-2.63%2026-03-312026-05-11

ROL ROLLINS INC415.4K shares39.20%2026-03-312026-05-11

CME CME GROUP INC73.8K shares1.13%2026-03-312026-05-11

ISHARES GOLD TR ISHARES GOLD TR246.2K shares-0.58%2026-03-312026-05-11

KO COCA COLA CO279.3K shares-0.24%2026-03-312026-05-11

IWB ISHARES TR59.2K shares5.10%2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC127.6K shares35.63%2026-03-312026-05-11

Sponsored

ORCL ORACLE CORP137.5K shares-9.60%2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE70.3K shares0.23%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T30.4K shares-0.87%2026-03-312026-05-11

IVW ISHARES TR166.6K shares-6.73%2026-03-312026-05-11

NOW SERVICENOW INC167.4K shares346.60%2026-03-312026-05-11

ECL ECOLAB INC65.3K shares-0.60%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC85.3K shares-1.66%2026-03-312026-05-11

RF REGIONS FINANCIAL CORP NEW661.9K shares1.80%2026-03-312026-05-11

Sponsored

TMO THERMO FISHER SCIENTIFIC INC34.9K shares-3.15%2026-03-312026-05-11

SDY SPDR SERIES TRUST109.0K shares-2.15%2026-03-312026-05-11

ISRG INTUITIVE SURGICAL INC34.1K shares-0.16%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC106.7K shares-14.10%2026-03-312026-05-11

VTI VANGUARD INDEX FDS48.4K shares18.93%2026-03-312026-05-11

EFA ISHARES TR159.0K shares0.79%2026-03-312026-05-11

GILD GILEAD SCIENCES INC108.1K shares0.03%2026-03-312026-05-11

AMGN AMGEN INC42.7K shares-4.44%2026-03-312026-05-11

Sponsored

EQT CORP EQT CORP235.1K shares1.08%2026-03-312026-05-11

VBR VANGUARD INDEX FDS68.1K shares-3.83%2026-03-312026-05-11

INTU INTUIT33.9K shares-6.91%2026-03-312026-05-11

KLAC KLA CORP9.9K shares2.28%2026-03-312026-05-11

BK BANK NEW YORK MELLON CORP122.5K shares-2.22%2026-03-312026-05-11

CSCO CISCO SYS INC184.6K shares-4.36%2026-03-312026-05-11

MAR MARRIOTT INTL INC NEW43.3K shares-2.71%2026-03-312026-05-11

CAG CONAGRA BRANDS INC886.9K shares-0.05%2026-03-312026-05-11

Sponsored

IDXX IDEXX LABS INC24.4K shares406.29%2026-03-312026-05-11

CMG CHIPOTLE MEXICAN GRILL INC412.0K shares5408.84%2026-03-312026-05-11

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC114.1K shares2.36%2026-03-312026-05-11

WM WASTE MGMT INC DEL55.3K shares-1.45%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP59.2K shares1.29%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC104.4K shares-8.52%2026-03-312026-05-11

LW LAMB WESTON HLDGS INC296.4K shares0.28%2026-03-312026-05-11

VBK VANGUARD INDEX FDS41.0K shares-5.27%2026-03-312026-05-11

Sponsored

WFC WELLS FARGO & CO150.9K shares-2.65%2026-03-312026-05-11

JEPI J P MORGAN EXCHANGE TRADED F210.9K shares-7.34%2026-03-312026-05-11

PSA PUBLIC STORAGE OPER CO43.5K shares88.47%2026-03-312026-05-11

PEP PEPSICO INC75.1K shares-6.87%2026-03-312026-05-11

CBSH COMMERCE BANCSHARES INC235.2K shares-2.10%2026-03-312026-05-11

SHM SPDR SERIES TRUST241.6K shares-54.33%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC32.9K shares-26.55%2026-03-312026-05-11

EAGL 2023 ETF SERIES TRUST365.6K shares0.00%2026-03-312026-05-11

Sponsored

HSY HERSHEY CO53.4K shares1.43%2026-03-312026-05-11

IWV ISHARES TR29.9K shares-2.77%2026-03-312026-05-11

DE DEERE & CO19.2K shares-5.47%2026-03-312026-05-11

USB US BANCORP204.8K shares-1.81%2026-03-312026-05-11

BMY BRISTOL-MYERS SQUIBB CO175.1K shares-1.59%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS43.6K shares-2.27%2026-03-312026-05-11

FAST FASTENAL CO223.6K shares0.90%2026-03-312026-05-11

VFMF VANGUARD WELLINGTON FD66.9K shares21.58%2026-03-312026-05-11

Sponsored

CRM SALESFORCE INC54.5K shares-4.44%2026-03-312026-05-11

CTAS CINTAS CORP57.4K shares-5.02%2026-03-312026-05-11

INCE FRANKLIN TEMPLETON ETF TR145.1K shares-37.94%2026-03-312026-05-11

CEG CONSTELLATION ENERGY CORP32.4K shares-3.91%2026-03-312026-05-11

DHR DANAHER CORP DEL47.4K shares-3.75%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS14.9K shares-3.01%2026-03-312026-05-11

IVE ISHARES TR42.3K shares-11.86%2026-03-312026-05-11

EMLP FIRST TR EXCHANGE-TRADED FD203.8K shares-16.74%2026-03-312026-05-11

Sponsored

IWF ISHARES TR20.6K shares-6.67%2026-03-312026-05-11

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY110.7K shares-1.22%2026-03-312026-05-11

COP CONOCOPHILLIPS65.1K shares-4.08%2026-03-312026-05-11

IWS ISHARES TR57.6K shares-11.14%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP13.7K shares-4.60%2026-03-312026-05-11

USHY ISHARES TR220.2K shares4.03%2026-03-312026-05-11

ING ING GROEP N.V.309.1K shares0.00%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO26.4K shares0.03%2026-03-312026-05-11

Sponsored

ESGU ISHARES TR55.3K shares42.21%2026-03-312026-05-11

BRO BROWN & BROWN INC118.5K shares-0.27%2026-03-312026-05-11

ATO ATMOS ENERGY CORP41.0K shares3.83%2026-03-312026-05-11

IWP ISHARES TR57.8K shares-16.12%2026-03-312026-05-11

QAI NEW YORK LIFE INVESTMENTS ET216.9K shares-53.17%2026-03-312026-05-11

BND VANGUARD BD INDEX FDS100.0K shares-51.67%2026-03-312026-05-11

ILPT INDUSTRIAL LOGISTICS PPTYS T1.3M shares0.00%2026-03-312026-05-11

CB CHUBB LTD SWITZ22.0K shares100.29%2026-03-312026-05-11

Sponsored

LOW LOWES COS INC30.3K shares-5.34%2026-03-312026-05-11

MNST MONSTER BEVERAGE CORP NEW96.8K shares76.55%2026-03-312026-05-11

VFVA VANGUARD WELLINGTON FD50.3K shares-0.17%2026-03-312026-05-11

IJT ISHARES TR46.1K shares-6.44%2026-03-312026-05-11

NKE NIKE INC124.3K shares526.59%2026-03-312026-05-11

BLACKSTONE INC BLACKSTONE INC55.7K shares-5.89%2026-03-312026-05-11

SBUX STARBUCKS CORP70.4K shares-0.62%2026-03-312026-05-11

TRV TRAVELERS COMPANIES INC21.5K shares-4.15%2026-03-312026-05-11

Sponsored

PM PHILIP MORRIS INTL INC37.6K shares2.55%2026-03-312026-05-11

SHW SHERWIN WILLIAMS CO19.4K shares-3.56%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC7.3K shares0.37%2026-03-312026-05-11

USMV ISHARES TR63.2K shares52.88%2026-03-312026-05-11

VOE VANGUARD INDEX FDS31.1K shares-9.93%2026-03-312026-05-11

EMR EMERSON ELEC CO43.6K shares-4.91%2026-03-312026-05-11

VNQ VANGUARD INDEX FDS64.2K shares-2.95%2026-03-312026-05-11

VFMV VANGUARD WELLINGTON FD42.7K shares24.61%2026-03-312026-05-11

Sponsored

SHY ISHARES TR68.8K shares-27.44%2026-03-312026-05-11

FTNT FORTINET INC69.4K shares-0.28%2026-03-312026-05-11

PWR QUANTA SVCS INC10.3K shares-2.21%2026-03-312026-05-11

T AT&T INC194.7K shares-7.56%2026-03-312026-05-11

TY TRI CONTL CORP177.8K shares-1.54%2026-03-312026-05-11

SYK STRYKER CORPORATION16.2K shares-4.04%2026-03-312026-05-11

PFE PFIZER INC187.9K shares-1.91%2026-03-312026-05-11

VFC V F CORP308.8K shares-15.45%2026-03-312026-05-11

Sponsored

PSX PHILLIPS 6628.6K shares-6.03%2026-03-312026-05-11

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND25.7K shares-16.02%2026-03-312026-05-11

CDNS CADENCE DESIGN SYSTEM INC17.7K shares1221.18%2026-03-312026-05-11

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC48.9K shares-0.56%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC17.7K shares-42.63%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC94.7K shares-4.31%2026-03-312026-05-11

IWD ISHARES TR22.2K shares-4.32%2026-03-312026-05-11

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II137.2K shares-44.04%2026-03-312026-05-11

Sponsored

ITW ILLINOIS TOOL WKS INC18.2K shares-14.55%2026-03-312026-05-11

REPX RILEY EXPLORATION PERMIAN IN129.6K sharesnew addition2026-03-312026-05-11

XLU SELECT SECTOR SPDR TR102.8K shares-2.76%2026-03-312026-05-11

PLD PROLOGIS INC.35.0K shares-3.93%2026-03-312026-05-11

VIG VANGUARD SPECIALIZED FUNDS21.4K shares-1.38%2026-03-312026-05-11

DELL DELL TECHNOLOGIES INC28.0K shares-3.61%2026-03-312026-05-11

ADX ADAMS DIVERSIFIED EQUITY FD208.1K shares-2.66%2026-03-312026-05-11

DLR DIGITAL RLTY TR INC25.2K shares-13.03%2026-03-312026-05-11

Sponsored

SO SOUTHERN CO45.0K shares-14.01%2026-03-312026-05-11

MCO MOODYS CORP9.9K shares-2.01%2026-03-312026-05-11

SUB ISHARES TR40.4K shares-6.57%2026-03-312026-05-11

DGX QUEST DIAGNOSTICS INC21.8K shares-1.94%2026-03-312026-05-11

BA BOEING CO21.2K shares-1.57%2026-03-312026-05-11

PAYX PAYCHEX INC45.4K shares-58.12%2026-03-312026-05-11

BSX BOSTON SCIENTIFIC CORP65.9K shares-4.11%2026-03-312026-05-11

QCOM QUALCOMM INC31.3K shares-7.46%2026-03-312026-05-11

Sponsored

ADP AUTOMATIC DATA PROCESSING IN19.7K shares-49.58%2026-03-312026-05-11

ADI ANALOG DEVICES INC12.6K shares-0.51%2026-03-312026-05-11

IJK ISHARES TR39.6K shares-4.91%2026-03-312026-05-11

APD AIR PRODUCTS AND CHEMICALS I13.6K shares-1.69%2026-03-312026-05-11

DIS DISNEY WALT CO40.5K shares-43.66%2026-03-312026-05-11

MPC MARATHON PETE CORP15.9K shares-13.59%2026-03-312026-05-11

TT TRANE TECHNOLOGIES PLC9.3K shares-3.65%2026-03-312026-05-11

VFMO VANGUARD WELLINGTON FD19.5K shares0.88%2026-03-312026-05-11

Sponsored

VT VANGUARD INTL EQUITY INDEX F27.3K shares0.00%2026-03-312026-05-11

VTEB VANGUARD MUN BD FDS74.9K shares-14.86%2026-03-312026-05-11

ARISTA NETWORKS INC ARISTA NETWORKS INC30.4K shares-46.10%2026-03-312026-05-11

JMTG J P MORGAN EXCHANGE TRADED F72.7K shares-2.13%2026-03-312026-05-11

AVUS AMERICAN CENTY ETF TR32.7K shares141.40%2026-03-312026-05-11

VO VANGUARD INDEX FDS12.3K shares9.16%2026-03-312026-05-11

AFL AFLAC INC32.3K shares-3.69%2026-03-312026-05-11

ECVT ECOVYST INC272.7K shares0.00%2026-03-312026-05-11

Sponsored

NSC NORFOLK SOUTHN CORP11.8K shares-0.79%2026-03-312026-05-11

MCK MCKESSON CORP3.8K shares-1.59%2026-03-312026-05-11

SPGI S&P GLOBAL INC7.7K shares-3.72%2026-03-312026-05-11

SPIB SPDR SERIES TRUST97.8K shares-63.44%2026-03-312026-05-11

NUDM NUSHARES ETF TR90.3K shares0.33%2026-03-312026-05-11

AMAT APPLIED MATLS INC9.5K shares-8.66%2026-03-312026-05-11

IBKR INTERACTIVE BROKERS GROUP IN47.8K shares4735.29%2026-03-312026-05-11

ALL ALLSTATE CORP15.4K shares-1.93%2026-03-312026-05-11

Sponsored

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II43.2K shares-20.27%2026-03-312026-05-11

KMI KINDER MORGAN INC DEL93.4K shares-3.82%2026-03-312026-05-11

IGSB ISHARES TR58.0K shares-10.67%2026-03-312026-05-11

HOOD ROBINHOOD MKTS INC43.9K shares-2.27%2026-03-312026-05-11

IQDF FLEXSHARES TR95.1K shares-1.28%2026-03-312026-05-11

MTUM ISHARES TR12.5K shares140.08%2026-03-312026-05-11

PCAR PACCAR INC25.9K shares-0.16%2026-03-312026-05-11

AEP AMERICAN ELEC PWR CO INC22.8K shares-17.52%2026-03-312026-05-11

Sponsored

FDX FEDEX CORP8.3K shares-3.66%2026-03-312026-05-11

GNRC GENERAC HLDGS INC15.2K shares7.32%2026-03-312026-05-11

URI UNITED RENTALS INC4.1K shares-1.00%2026-03-312026-05-11

MMM 3M CO20.3K shares-16.89%2026-03-312026-05-11

OUNZ VANECK MERK GOLD ETF64.5K shares0.00%2026-03-312026-05-11

EXP EAGLE MATLS INC15.3K shares-0.83%2026-03-312026-05-11

LWLG LIGHTWAVE LOGIC INC403.1K shares3.73%2026-03-312026-05-11

MDLZ MONDELEZ INTL INC49.0K shares0.06%2026-03-312026-05-11

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TBLL INVESCO EXCH TRADED FD TR II26.6K shares-5.82%2026-03-312026-05-11

IGF ISHARES TR41.8K shares-57.03%2026-03-312026-05-11

BKNG BOOKING HOLDINGS INC662 shares-51.14%2026-03-312026-05-11

IJJ ISHARES TR20.4K shares-4.53%2026-03-312026-05-11

CSX CSX CORP65.3K shares-1.03%2026-03-312026-05-11

PNC PNC FINL SVCS GROUP INC12.8K shares-0.81%2026-03-312026-05-11

VLO VALERO ENERGY CORP10.7K shares-8.73%2026-03-312026-05-11

IGIB ISHARES TR48.7K shares-6.26%2026-03-312026-05-11

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HYMB SPDR SERIES TRUST104.0K shares-30.87%2026-03-312026-05-11

EFAV ISHARES TR28.1K shares16.90%2026-03-312026-05-11

SPDR SERIES TRUST SPDR SERIES TRUST26.5K shares-66.29%2026-03-312026-05-11

IJS ISHARES TR21.2K shares-11.94%2026-03-312026-05-11

EWJV ISHARES TR57.8K shares18.30%2026-03-312026-05-11

COF CAPITAL ONE FINL CORP13.3K shares2.29%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR4.2K shares-0.90%2026-03-312026-05-11

VXUS VANGUARD STAR FDS31.0K shares-0.59%2026-03-312026-05-11

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NULG NUSHARES ETF TR26.3K shares-4.89%2026-03-312026-05-11

VOOG VANGUARD ADMIRAL FDS INC5.8K shares0.00%2026-03-312026-05-11

AVDE AMERICAN CENTY ETF TR27.9K shares1.48%2026-03-312026-05-11

NUE NUCOR CORP14.0K shares-7.02%2026-03-312026-05-11

SCHW SCHWAB CHARLES CORP25.0K shares-2.40%2026-03-312026-05-11

DOV DOVER CORP11.2K shares-0.99%2026-03-312026-05-11

VXF VANGUARD INDEX FDS11.0K shares0.00%2026-03-312026-05-11

INTC INTEL CORP51.2K shares1.24%2026-03-312026-05-11

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MO ALTRIA GROUP INC33.9K shares1.40%2026-03-312026-05-11

BUSE FIRST BUSEY CORP87.8K shares0.00%2026-03-312026-05-11

BXSL BLACKSTONE SECD LENDING FD93.6K shares-1.57%2026-03-312026-05-11

ICE INTERCONTINENTAL EXCHANGE IN14.0K shares1.07%2026-03-312026-05-11

CASY CASEYS GEN STORES INC3.0K shares0.57%2026-03-312026-05-11

EPD ENTERPRISE PRODS PARTNERS L56.3K shares4.15%2026-03-312026-05-11

CMCSA COMCAST CORP NEW72.6K shares-1.62%2026-03-312026-05-11

MBB ISHARES TR21.9K shares-2.90%2026-03-312026-05-11

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EQBK EQUITY BANCSHARES INC46.8K shares-24.27%2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS14.0K shares17.51%2026-03-312026-05-11

AJG GALLAGHER ARTHUR J & CO9.5K shares2.68%2026-03-312026-05-11

COM DIREXION SHARES ETF TRUST60.9K shares0.00%2026-03-312026-05-11

XLB SELECT SECTOR SPDR TR40.5K shares-2.83%2026-03-312026-05-11

XLE SELECT SECTOR SPDR TR32.5K shares-2.57%2026-03-312026-05-11

AVIV AMERICAN CENTY ETF TR26.5K shares26.59%2026-03-312026-05-11

NVO NOVO-NORDISK A S53.8K shares-3.14%2026-03-312026-05-11

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TSM TAIWAN SEMICONDUCTOR MANUFAC5.8K shares-17.57%2026-03-312026-05-11

NUBD NUSHARES ETF TR88.6K shares-1.80%2026-03-312026-05-11

BSVO EA SERIES TRUST76.0K sharesnew addition2026-03-312026-05-11

MPLX MPLX LP33.5K shares5.09%2026-03-312026-05-11

EEMV ISHARES INC29.4K shares13.38%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.9K shares0.00%2026-03-312026-05-11

ZTS ZOETIS INC15.9K shares-86.38%2026-03-312026-05-11

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP5.4K shares1.23%2026-03-312026-05-11

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AVES AMERICAN CENTY ETF TR30.4K shares40.72%2026-03-312026-05-11

SGOV ISHARES TR18.0K shares-1.51%2026-03-312026-05-11

VV VANGUARD INDEX FDS6.0K shares0.00%2026-03-312026-05-11

UPS UNITED PARCEL SVCS INC18.1K shares-3.30%2026-03-312026-05-11

ADBE ADOBE INC7.3K shares-12.40%2026-03-312026-05-11

VOT VANGUARD INDEX FDS6.9K shares-28.40%2026-03-312026-05-11

ESGV VANGUARD WORLD FD15.6K shares0.00%2026-03-312026-05-11

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD102.3K sharesnew addition2026-03-312026-05-11

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VRSK VERISK ANALYTICS INC8.9K shares-3.31%2026-03-312026-05-11

MXI ISHARES TR15.8K shares-2.63%2026-03-312026-05-11

PSTL POSTAL REALTY TRUST INC88.9K shares-17.06%2026-03-312026-05-11

CL COLGATE PALMOLIVE CO19.3K shares-2.66%2026-03-312026-05-11

AMP AMERIPRISE FINL INC3.7K shares2.62%2026-03-312026-05-11

BSV VANGUARD BD INDEX FDS20.8K shares16.03%2026-03-312026-05-11

PPG PPG INDS INC15.1K shares1.36%2026-03-312026-05-11

ACWX ISHARES TR23.3K shares0.00%2026-03-312026-05-11

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GWW WW GRAINGER INC1.4K shares-5.41%2026-03-312026-05-11

ICSH ISHARES TR30.5K shares-60.59%2026-03-312026-05-11

AVLV AMERICAN CENTY ETF TR19.0K shares48.03%2026-03-312026-05-11

SUSB ISHARES TR60.1K shares-2.00%2026-03-312026-05-11

JKHY HENRY JACK & ASSOC INC9.4K shares10.17%2026-03-312026-05-11

EVRG EVERGY INC18.1K shares-1.59%2026-03-312026-05-11

O REALTY INCOME CORP24.0K shares-25.22%2026-03-312026-05-11

VEU VANGUARD INTL EQUITY INDEX F19.5K shares-9.42%2026-03-312026-05-11

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CITIGROUP INC CITIGROUP INC12.8K shares-13.40%2026-03-312026-05-11

AVDV AMERICAN CENTY ETF TR14.5K shares27.36%2026-03-312026-05-11

ADSK AUTODESK INC6.0K shares-1.92%2026-03-312026-05-11

VSGX VANGUARD WORLD FD20.0K shares0.00%2026-03-312026-05-11

SCZ ISHARES TR18.3K shares-9.22%2026-03-312026-05-11

AGG ISHARES TR14.3K shares67.98%2026-03-312026-05-11

KTB KONTOOR BRANDS INC20.2K shares-60.06%2026-03-312026-05-11

AES AES CORP99.9K shares0.23%2026-03-312026-05-11

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NULV NUSHARES ETF TR30.9K shares-9.62%2026-03-312026-05-11

IWO ISHARES TR4.5K shares-5.66%2026-03-312026-05-11

SRE SEMPRA14.4K shares0.38%2026-03-312026-05-11

BNDX VANGUARD CHARLOTTE FDS28.8K shares6.19%2026-03-312026-05-11

MCHP MICROCHIP TECHNOLOGY INC.21.3K shares-0.52%2026-03-312026-05-11

TGT TARGET CORP11.2K shares-9.03%2026-03-312026-05-11

BP BP PLC28.7K shares-28.01%2026-03-312026-05-11

CMI CUMMINS INC2.5K shares-3.47%2026-03-312026-05-11

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FITB FIFTH THIRD BANCORP28.4K shares8.64%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR9.9K shares-6.98%2026-03-312026-05-11

EOG EOG RES INC9.1K shares-0.47%2026-03-312026-05-11

PHM PULTE GROUP INC11.0K shares-1.02%2026-03-312026-05-11

JPST J P MORGAN EXCHANGE TRADED F25.4K shares1.78%2026-03-312026-05-11

ENB ENBRIDGE INC23.0K shares9.19%2026-03-312026-05-11

AMT AMERICAN TOWER CORP7.2K shares-0.32%2026-03-312026-05-11

SLB SLB LIMITED24.0K shares1.30%2026-03-312026-05-11

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UBER UBER TECHNOLOGIES INC17.2K shares-81.77%2026-03-312026-05-11

WDC WESTERN DIGITAL CORP4.5K shares1.45%2026-03-312026-05-11

FIX COMFORT SYS USA INC891 shares-11.25%2026-03-312026-05-11

LQD ISHARES TR11.2K shares-18.72%2026-03-312026-05-11

BIV VANGUARD BD INDEX FDS15.7K shares102.10%2026-03-312026-05-11

JPC NUVEEN PFD & INCOME OPPORTUN158.9K shares0.00%2026-03-312026-05-11

ADC AGREE RLTY CORP15.9K shares-1.00%2026-03-312026-05-11

PTY PIMCO CORPORATE & INCOME OPP99.0K shares0.00%2026-03-312026-05-11

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FLOT ISHARES TR23.3K shares42.07%2026-03-312026-05-11

TMUS T-MOBILE US INC5.6K shares-2.41%2026-03-312026-05-11

IWN ISHARES TR6.2K shares-7.40%2026-03-312026-05-11

HUBBELL INC HUBBELL INC2.4K shares-0.17%2026-03-312026-05-11

AWK AMERICAN WTR WKS CO INC NEW8.4K shares-1.20%2026-03-312026-05-11

WSO WATSCO INC3.0K shares1.03%2026-03-312026-05-11

FLXR TCW ETF TRUST28.2K shares0.00%2026-03-312026-05-11

MHK MOHAWK INDS INC11.1K shares-4.20%2026-03-312026-05-11

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KMB KIMBERLY-CLARK CORP11.3K shares-3.53%2026-03-312026-05-11

WMB WILLIAMS COS INC14.9K shares-2.98%2026-03-312026-05-11

SEIX VIRTUS ETF TR II45.8K shares0.00%2026-03-312026-05-11

ROP ROPER TECHNOLOGIES INC3.0K shares6.58%2026-03-312026-05-11

GLD SPDR GOLD TR2.4K shares5.86%2026-03-312026-05-11

BARRICK MNG CORP BARRICK MNG CORP25.6K shares64.03%2026-03-312026-05-11

HIW HIGHWOODS PPTYS INC48.7K shares-0.11%2026-03-312026-05-11

LNT ALLIANT ENERGY CORP14.5K shares-9.68%2026-03-312026-05-11

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EMB ISHARES TR11.0K shares-61.64%2026-03-312026-05-11

JPIB J P MORGAN EXCHANGE TRADED F21.6K shares0.00%2026-03-312026-05-11

PEG PUBLIC SVC ENTERPRISE GROUP12.7K shares-6.61%2026-03-312026-05-11

BDX BECTON DICKINSON & CO6.5K shares-6.06%2026-03-312026-05-11

NVS NOVARTIS AG6.7K shares-0.16%2026-03-312026-05-11

TD TORONTO DOMINION BK ONT10.9K shares-8.60%2026-03-312026-05-11

ACI ALBERTSONS COS INC58.2K shares4.47%2026-03-312026-05-11

CVS CVS HEALTH CORP13.5K shares-4.18%2026-03-312026-05-11

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PFD FLAHERTY & CRUMRINE PFD INCO86.4K shares0.00%2026-03-312026-05-11

GOVT ISHARES TR41.8K shares12.76%2026-03-312026-05-11

NUSC NUSHARES ETF TR21.2K shares1.17%2026-03-312026-05-11

AEE AMEREN CORP8.7K shares0.38%2026-03-312026-05-11

ROK ROCKWELL AUTOMATION INC2.7K shares-2.57%2026-03-312026-05-11

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC12.5K sharesnew addition2026-03-312026-05-11

BAC-PL BANK AMERICA CORP798 shares0.00%2026-03-312026-05-11

TSCO TRACTOR SUPPLY CO20.9K shares-4.78%2026-03-312026-05-11

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VLUE ISHARES TR6.7K shares0.12%2026-03-312026-05-11

WST WEST PHARMACEUTICAL SVSC INC3.7K shares4.39%2026-03-312026-05-11

TFC TRUIST FINL CORP20.1K shares-0.09%2026-03-312026-05-11

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC24.6K sharesnew addition2026-03-312026-05-11

DISV DIMENSIONAL ETF TRUST23.1K sharesnew addition2026-03-312026-05-11

HCA HCA HEALTHCARE INC1.9K shares2.02%2026-03-312026-05-11

DTE DTE ENERGY CO6.2K shares-32.85%2026-03-312026-05-11

RSPH INVESCO EXCHANGE TRADED FD T29.0K shares0.00%2026-03-312026-05-11

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PAA PLAINS ALL AMERN PIPELINE L38.6K shares0.00%2026-03-312026-05-11

NEM NEWMONT CORP7.9K shares-1.11%2026-03-312026-05-11

SCHV SCHWAB STRATEGIC TR28.1K shares0.00%2026-03-312026-05-11

SCHP SCHWAB STRATEGIC TR32.2K shares-4.95%2026-03-312026-05-11

SYY SYSCO CORP11.8K shares-4.85%2026-03-312026-05-11

GPC GENUINE PARTS CO7.9K shares-11.16%2026-03-312026-05-11

MUB ISHARES TR7.8K shares0.00%2026-03-312026-05-11

SCHG SCHWAB STRATEGIC TR28.5K shares-19.14%2026-03-312026-05-11

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SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.1K shares0.53%2026-03-312026-05-11

USFR WISDOMTREE TR16.4K shares-12.02%2026-03-312026-05-11

REGN REGENERON PHARMACEUTICALS1.1K shares0.19%2026-03-312026-05-11

PFM INVESCO EXCHANGE TRADED FD T16.0K shares0.00%2026-03-312026-05-11

GIS GENERAL MILLS INC21.5K shares-14.65%2026-03-312026-05-11

OKE ONEOK INC NEW8.9K shares6.54%2026-03-312026-05-11

GRMN GARMIN LTD3.4K shares-1.71%2026-03-312026-05-11

GLW CORNING INC5.9K shares28.31%2026-03-312026-05-11

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UTHR UNITED THERAPEUTICS CORP DEL1.3K shares-8.93%2026-03-312026-05-11

PZA INVESCO EXCH TRADED FD TR II34.6K shares0.00%2026-03-312026-05-11

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NOC NORTHROP GRUMMAN CORP1.2K shares-5.64%2026-03-312026-05-11

NXPI NXP SEMICONDUCTORS N V4.0K shares-0.80%2026-03-312026-05-11

MET METLIFE INC11.1K shares-0.60%2026-03-312026-05-11

CLOI VANECK ETF TRUST14.7K shares0.00%2026-03-312026-05-11

GOF GUGGENHEIM STRATEGIC OPPORTU70.0K shares0.00%2026-03-312026-05-11

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DHI D R HORTON INC5.6K shares5.59%2026-03-312026-05-11

WEC ENERGY GROUP INC WEC ENERGY GROUP INC6.5K shares2.50%2026-03-312026-05-11

HII HUNTINGTON INGALLS INDS INC2.0K shares427.51%2026-03-312026-05-11

AME AMETEK INC3.5K shares0.83%2026-03-312026-05-11

VGT VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-05-11

NTRS NORTHERN TR CORP5.4K shares-9.24%2026-03-312026-05-11

MOS MOSAIC CO29.4K shares-0.42%2026-03-312026-05-11

CARR CARRIER GLOBAL CORPORATION12.9K shares-3.88%2026-03-312026-05-11

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LHX L3HARRIS TECHNOLOGIES INC2.1K shares-5.53%2026-03-312026-05-11

VRTX VERTEX PHARMACEUTICALS INC1.6K shares-19.08%2026-03-312026-05-11

TILT FLEXSHARES TR2.9K shares0.00%2026-03-312026-05-11

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SCHO SCHWAB STRATEGIC TR29.1K shares-11.18%2026-03-312026-05-11

WRB BERKLEY W R CORP10.5K shares-4.37%2026-03-312026-05-11

ADM ARCHER DANIELS MIDLAND CO9.5K shares0.31%2026-03-312026-05-11

EAGG ISHARES TR14.5K shares0.00%2026-03-312026-05-11

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VCSH VANGUARD SCOTTSDALE FDS8.7K shares-8.58%2026-03-312026-05-11

MELI MERCADOLIBRE INC397 shares-3.17%2026-03-312026-05-11

ETR ENTERGY CORP NEW6.1K shares-2.11%2026-03-312026-05-11

MATW MATTHEWS INTL CORP26.1K shares0.02%2026-03-312026-05-11

IDEV ISHARES TR8.0K sharesnew addition2026-03-312026-05-11

EEM ISHARES TR11.7K shares174.53%2026-03-312026-05-11

CTVA CORTEVA INC7.9K shares0.16%2026-03-312026-05-11

RCL ROYAL CARIBBEAN GROUP2.4K shares-3.38%2026-03-312026-05-11

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SHEL SHELL PLC7.1K shares-2.21%2026-03-312026-05-11

WBD WARNER BROS DISCOVERY INC23.9K shares-4.37%2026-03-312026-05-11

J JACOBS SOLUTIONS INC5.1K shares-10.79%2026-03-312026-05-11

SHOP SHOPIFY INC5.5K shares3.53%2026-03-312026-05-11

ED CONSOLIDATED EDISON INC5.7K shares-1.22%2026-03-312026-05-11

SPXX NUVEEN S&P 500 DYNAMIC OVERW39.8K sharesnew addition2026-03-312026-05-11

IBIT ISHARES BITCOIN TRUST ETF16.3K shares0.00%2026-03-312026-05-11

LDOS LEIDOS HOLDINGS INC4.0K shares-5.92%2026-03-312026-05-11

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CRWD CROWDSTRIKE HLDGS INC1.6K shares6.89%2026-03-312026-05-11

ROST ROSS STORES INC2.8K shares0.46%2026-03-312026-05-11

SEIC SEI INVTS CO7.7K shares-89.90%2026-03-312026-05-11

THE CIGNA GROUP THE CIGNA GROUP2.3K shares-22.02%2026-03-312026-05-11

PFG PRINCIPAL FINANCIAL GROUP IN6.7K shares0.34%2026-03-312026-05-11

ORI OLD REP INTL CORP15.0K shares-12.98%2026-03-312026-05-11

SUSC ISHARES TR25.7K shares0.00%2026-03-312026-05-11

MLI MUELLER INDS INC5.3K shares-0.32%2026-03-312026-05-11

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CSGP COSTAR GROUP INC14.5K shares-93.56%2026-03-312026-05-11

AVEM AMERICAN CENTY ETF TR7.2K shares15.79%2026-03-312026-05-11

MLM MARTIN MARIETTA MATLS INC988 shares1.13%2026-03-312026-05-11

URA GLOBAL X FDS12.0K shares0.00%2026-03-312026-05-11

COIN COINBASE GLOBAL INC3.3K shares94.61%2026-03-312026-05-11

MPWR MONOLITHIC PWR SYS INC530 shares3.52%2026-03-312026-05-11

CCJ CAMECO CORP5.3K shares89.72%2026-03-312026-05-11

XLF SELECT SECTOR SPDR TR11.7K shares0.72%2026-03-312026-05-11

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PREF PRINCIPAL EXCHANGE TRADED FD30.7K shares14.60%2026-03-312026-05-11

MKC MCCORMICK & CO INC11.4K shares-5.89%2026-03-312026-05-11

YUM YUM BRANDS INC3.7K shares-8.52%2026-03-312026-05-11

ELV ELEVANCE HEALTH INC FORMERLY1.9K shares-8.42%2026-03-312026-05-11

EBAY EBAY INC.6.2K shares2.83%2026-03-312026-05-11

QNITY ELECTRONICS INC QNITY ELECTRONICS INC4.8K sharesnew addition2026-03-312026-05-11

CLX CLOROX CO DEL5.3K shares4.45%2026-03-312026-05-11

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HLT HILTON WORLDWIDE HLDGS INC1.8K shares4.65%2026-03-312026-05-11

WY WEYERHAEUSER CO22.3K shares1.47%2026-03-312026-05-11

UNILEVER PLC UNILEVER PLC9.5K sharesnew addition2026-03-312026-05-11

WWD WOODWARD INC1.5K shares-0.53%2026-03-312026-05-11

VB VANGUARD INDEX FDS2.0K shares-12.18%2026-03-312026-05-11

PYPL PAYPAL HLDGS INC11.8K shares-1.56%2026-03-312026-05-11

OWL BLUE OWL CAPITAL INC58.3K shares95495.08%2026-03-312026-05-11

HIG HARTFORD INSURANCE GROUP INC3.9K shares-3.20%2026-03-312026-05-11

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XLV SELECT SECTOR SPDR TR3.6K shares-0.91%2026-03-312026-05-11

JBL JABIL INC2.0K shares-9.81%2026-03-312026-05-11

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SOFI SOFI TECHNOLOGIES INC32.6K shares0.59%2026-03-312026-05-11

RGLD ROYAL GOLD INC2.0K shares2.52%2026-03-312026-05-11

A AGILENT TECHNOLOGIES INC4.5K shares-0.29%2026-03-312026-05-11

NET CLOUDFLARE INC2.5K shares0.81%2026-03-312026-05-11

Sponsored

RWAY RUNWAY GROWTH FINANCE CORP74.2K shares-1.00%2026-03-312026-05-11

SPDW SPDR INDEX SHS FDS11.1K shares6526.95%2026-03-312026-05-11

DAL DELTA AIR LINES INC7.6K shares9.63%2026-03-312026-05-11

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL5.9K shares-0.17%2026-03-312026-05-11

EQX EQUINOX GOLD CORP34.8K shares0.00%2026-03-312026-05-11

OGE OGE ENERGY CORP10.3K shares-3.78%2026-03-312026-05-11

CPRT COPART INC14.8K shares-17.10%2026-03-312026-05-11

TE CONNECTIVITY PLC TE CONNECTIVITY PLC2.3K shares35.34%2026-03-312026-05-11

Sponsored

ACWI ISHARES TR3.5K shares0.00%2026-03-312026-05-11

BKR BAKER HUGHES COMPANY7.9K shares12.77%2026-03-312026-05-11

CAH CARDINAL HEALTH INC2.3K shares6.03%2026-03-312026-05-11

TROW PRICE T ROWE GROUP INC5.2K shares-0.13%2026-03-312026-05-11

FSV FIRSTSERVICE CORP NEW3.4K shares0.00%2026-03-312026-05-11

BUNGE GLOBAL SA BUNGE GLOBAL SA3.7K shares21.35%2026-03-312026-05-11

AON PLC AON PLC1.4K shares-7.58%2026-03-312026-05-11

SNDK SANDISK CORP734 shares31.54%2026-03-312026-05-11

Sponsored

ESPR ESPERION THERAPEUTICS INC NE170.0K shares0.00%2026-03-312026-05-11

OTIS OTIS WORLDWIDE CORP6.0K shares-6.84%2026-03-312026-05-11

JCI JOHNSON CONTROLS INTERNATION3.5K shares7.94%2026-03-312026-05-11

TFLO ISHARES TR9.1K shares108.96%2026-03-312026-05-11

MSA MSA SAFETY INC2.8K shares2.04%2026-03-312026-05-11

TSN TYSON FOODS INC7.1K shares-0.01%2026-03-312026-05-11

NI NISOURCE INC9.6K shares1.28%2026-03-312026-05-11

PFF ISHARES TR14.7K shares0.00%2026-03-312026-05-11

Sponsored

VTIP VANGUARD MALVERN FDS8.9K shares-7.15%2026-03-312026-05-11

GM GENERAL MTRS CO6.0K shares-13.21%2026-03-312026-05-11

PNR PENTAIR PLC5.0K shares-3.45%2026-03-312026-05-11

FCX FREEPORT MCMORAN INC7.5K shares2.56%2026-03-312026-05-11

UMBF

UMB FINL CORP

-1.79%

Shares4.7M

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

4.49%

Shares720.8K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-1.32%

Shares1.2M

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

-0.63%

Shares1.3M

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-1.40%

Shares719.5K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

-0.89%

Shares516.6K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

7.45%

Shares729.7K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

-5.27%

Shares473.6K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

-1.50%

Shares437.6K

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES TR

5.62%

Shares1.4M

Event2026-03-31

Filed2026-05-11

IJH

ISHARES TR

-3.00%

Shares1.8M

Event2026-03-31

Filed2026-05-11

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares145

Event2026-03-31

Filed2026-05-11

IWR

ISHARES TR

-0.10%

Shares964.9K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

-1.24%

Shares367.7K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

-1.69%

Shares88.4K

Event2026-03-31

Filed2026-05-11

PGR

PROGRESSIVE CORP

-0.13%

Shares431.4K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

-16.10%

Shares164.5K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORPORATION

-1.66%

Shares379.3K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

-5.79%

Shares626.3K

Event2026-03-31

Filed2026-05-11

TJX

TJX COS INC NEW

-0.05%

Shares478.9K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD INDEX FDS

1.88%

Shares172.2K

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

-1.44%

Shares380.5K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

-0.84%

Shares78.0K

Event2026-03-31

Filed2026-05-11