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The Analysis of United Community Bank's Holdings & P&L

Currently, United Community Bank holds 565 types of securities in its portfolio with a total value $299.9M. In the most recent quarter, they have increased their positions in VCIT (+44.3K shares, valued at $3.7M), AGG (+32.0K shares, valued at $3.2M), JCPB (+59.3K shares, valued at $2.8M); decreased their positions in IVV (-1.5K shares, valued at $981.8K), N/A (-9.8K shares, valued at $867.9K), JNJ (-3.4K shares, valued at $833.5K); initiated new positions in VCIT (+44.3K shares, valued at $3.7M), AGG (+32.0K shares, valued at $3.2M), JCPB (+59.3K shares, valued at $2.8M).

1M P&L

+6.6M+2.65%

3M P&L

-20.8M-7.57%

HY P&L

-7.3M-2.80%

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/A131.4M

52.2%

2Drug Manufacturers - General9.3M

3.7%

3Software - Infrastructure7.8M

3.1%

Top Industries by Stock Count

1N/A160 stocks

30.7%

2Software - Application14 stocks

2.7%

3Software - Infrastructure13 stocks

2.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL CL B NEW COM BERKSHIRE HATHAWAY INC DEL CL B NEW COM57.4K shares-0.25%2026-03-312026-04-24

IAUM ISHARES GOLD TR SHARES REPRESENT ETF376.3K shares-3.42%2026-03-312026-04-24

PBP INVESCO EXCHANGE TRADED FD TR ETF481.7K shares0.31%2026-03-312026-04-24

EFA ISHARES MSCI EAFE ETF92.9K shares-3.85%2026-03-312026-04-24

IVV ISHARES TR CORE S&P500 ETF10.5K shares-12.50%2026-03-312026-04-24

MSFT MICROSOFT CORP COM17.6K shares-4.56%2026-03-312026-04-24

VTI VANGUARD TOTAL STOCK MARKET ETF18.7K shares40.38%2026-03-312026-04-24

IJH ISHARES CORE S&P MIDCAP ETF84.7K shares8.02%2026-03-312026-04-24

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SPHQ INVESCO EXCHANGE TRADED FD TR S&P50061.9K shares38.58%2026-03-312026-04-24

VXF VANGUARD EXTENDED MARKET ETF22.1K shares3.49%2026-03-312026-04-24

VXUS VANGUARD TOTAL INTL STOCK ET58.8K shares51.14%2026-03-312026-04-24

VUG VANGUARD GROWTH ETF10.1K shares41.95%2026-03-312026-04-24

AAPL APPLE INC COM15.7K shares-0.25%2026-03-312026-04-24

NVDA NVIDIA CORPORATION COM22.2K shares1.07%2026-03-312026-04-24

VCIT VANGUARD INT TERM CORPORATE ETF44.3K sharesnew addition2026-03-312026-04-24

ISHARES GOLD TR ISHARES NEW ETF ISHARES GOLD TR ISHARES NEW ETF40.8K shares-19.42%2026-03-312026-04-24

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CVX CHEVRON CORP NEW COM15.9K shares1.53%2026-03-312026-04-24

AGG ISHARES CORE TOTAL US AGGREGATE BOND ETF32.0K sharesnew addition2026-03-312026-04-24

JPM JPMORGAN CHASE & CO10.3K shares6.23%2026-03-312026-04-24

VYM VANGUARD HIGH DIVIDEND YIELD ETF20.0K shares40.49%2026-03-312026-04-24

IJR ISHARES CORE S&P SMALL CAP ETF23.5K shares-9.07%2026-03-312026-04-24

JCPB J P MORGAN EXCHANGE TRADED FD CORE ETF59.3K sharesnew addition2026-03-312026-04-24

FLRN SPDR SER TR SS SPDR BBG INVT FLT RTE ETF87.3K sharesnew addition2026-03-312026-04-24

SHY ISHARES 1-3 YEAR TREASURY BOND ETF32.2K sharesnew addition2026-03-312026-04-24

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UCB UNITED CMNTY BKS BLAIRSVLE GA COM84.1K sharesnew addition2026-03-312026-04-24

T AT&T INC.83.9K shares0.68%2026-03-312026-04-24

VEA VANGUARD FTSE DEVELOPED MARKETS ETF37.2K shares3.05%2026-03-312026-04-24

PM PHILIP MORRIS INTL INC COM14.4K shares1.85%2026-03-312026-04-24

CSCO CISCO SYSTEMS INC30.4K shares-6.42%2026-03-312026-04-24

SPY STATE STREET SPDR S&P 500 ETF TRUST UNIT3.5K shares106.86%2026-03-312026-04-24

VGIT VANGUARD SCOTTSDALE FDS INTER TERM ETF38.0K sharesnew addition2026-03-312026-04-24

AMZN AMAZON INC COM10.7K shares2.98%2026-03-312026-04-24

Sponsored

BIV VANGUARD INTERMEDIATE TERM BD ETF28.5K sharesnew addition2026-03-312026-04-24

VWO VANGUARD INTL EQUITY INDEX FDS FTSE ETF37.6K shares0.03%2026-03-312026-04-24

ABBV ABBVIE INC COM9.3K shares1.83%2026-03-312026-04-24

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C7.0K shares-15.15%2026-03-312026-04-24

BROADCOM INC COM BROADCOM INC COM6.4K shares1.82%2026-03-312026-04-24

KO COCA COLA CO COM26.2K shares-0.21%2026-03-312026-04-24

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW14.9K shares-1.58%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC16.0K shares20.88%2026-03-312026-04-24

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HD HOME DEPOT INC5.8K shares-19.59%2026-03-312026-04-24

META META PLATFORMS INC CL A COM3.3K shares-0.81%2026-03-312026-04-24

NEE NEXTERA ENERGY INC COM18.7K shares-5.84%2026-03-312026-04-24

BMY BRISTOL-MYERS SQUIBB CO COM28.3K shares1.45%2026-03-312026-04-24

WMT WALMART INC COM13.8K shares-5.09%2026-03-312026-04-24

IGSB ISHARES TR ISHS 1-5YR INVS ETF31.7K sharesnew addition2026-03-312026-04-24

ALPHABET INC CL A ALPHABET INC CL A5.8K shares-6.42%2026-03-312026-04-24

COST COSTCO WHSL CORP NEW COM1.6K shares-5.39%2026-03-312026-04-24

Sponsored

GILD GILEAD SCIENCES INC COM11.7K shares3.44%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC COM32.2K shares9.78%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS COM6.6K shares-0.69%2026-03-312026-04-24

OKE ONEOK INC NEW COM17.7K shares4.25%2026-03-312026-04-24

BLACKROCK INC COM BLACKROCK INC COM1.6K shares-1.73%2026-03-312026-04-24

XLK SELECT SECTOR SPDR TR STATE ST TECH ETF11.3K shares-2.81%2026-03-312026-04-24

XOM EXXON MOBIL CORP8.8K shares-18.60%2026-03-312026-04-24

BP BP PLC SPONSORED ADR31.5K shares7.06%2026-03-312026-04-24

Sponsored

LLY ELI LILLY & CO COM1.5K shares5.86%2026-03-312026-04-24

PNC PNC FINANCIAL SERVICES GROUP INC6.5K shares-4.22%2026-03-312026-04-24

GBIL GOLDMAN SACHS ETF TR ACCES TREASURY ETF12.4K sharesnew addition2026-03-312026-04-24

SPSB SPDR SER TR SS SPDR PORT SHT TRM BD ETF41.1K sharesnew addition2026-03-312026-04-24

CSX CSX CORP30.0K shares-1.35%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON COM5.0K shares-40.52%2026-03-312026-04-24

VGSH VANGUARD SHORT TERM TREAS BOND ETF20.5K sharesnew addition2026-03-312026-04-24

V VISA INC COM CL A3.9K shares8.97%2026-03-312026-04-24

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DRI DARDEN RESTAURANTS INC COM5.9K shares-7.49%2026-03-312026-04-24

EMR EMERSON ELEC CO COM8.8K shares1.22%2026-03-312026-04-24

AZO AUTOZONE INC312 shares7700.00%2026-03-312026-04-24

SCHW SCHWAB CHARLES CORP COM11.1K shares1.12%2026-03-312026-04-24

CITIGROUP INC COM NEW CITIGROUP INC COM NEW9.0K shares4.57%2026-03-312026-04-24

INVESCO QQQ TR UNIT SER ETF INVESCO QQQ TR UNIT SER ETF1.8K shares-3.42%2026-03-312026-04-24

ADP AUTOMATIC DATA PROCESSING INC4.9K shares-4.46%2026-03-312026-04-24

USB U S BANCORP NEW18.9K shares-6.17%2026-03-312026-04-24

Sponsored

LMT LOCKHEED MARTIN CORP COM1.6K shares16.01%2026-03-312026-04-24

MA MASTERCARD INC CL A1.9K shares8.00%2026-03-312026-04-24

ENB ENBRIDGE INC COM17.3K shares-21.69%2026-03-312026-04-24

CMCSA COMCAST CORP CL A (NEW)31.9K shares12.49%2026-03-312026-04-24

BEN FRANKLIN RESOURCES INC COM37.5K shares10.30%2026-03-312026-04-24

MS MORGAN STANLEY COM NEW5.4K shares4.77%2026-03-312026-04-24

UPS UNITED PARCEL SVCS INC COM CL B9.0K shares16.43%2026-03-312026-04-24

MDY STATE STRT SPDR S&P MIDCAP 400 ETF TRUST1.4K shares2.99%2026-03-312026-04-24

Sponsored

EATON CORP PLC EATON CORP PLC2.4K shares5.61%2026-03-312026-04-24

TFC TRUIST FINL CORP COM18.3K shares6.49%2026-03-312026-04-24

VLO VALERO ENERGY CORP NEW3.4K shares4.18%2026-03-312026-04-24

CAT CATERPILLAR INC COM1.2K shares0.43%2026-03-312026-04-24

OHI OMEGA HEALTHCARE INVESTORS18.5K shares6.80%2026-03-312026-04-24

TGT TARGET CORP6.7K shares22.71%2026-03-312026-04-24

TD TORONTO DOMINION BK ONT COM NEW8.5K shares4.50%2026-03-312026-04-24

VNQ VANGUARD INDEX FDS REAL ESTATE ETF8.5K shares-29.02%2026-03-312026-04-24

Sponsored

PFE PFIZER INC COM26.0K shares12.20%2026-03-312026-04-24

DGRW WISDOMTREE TR US QTLY DIV GRT ETF7.8K shares-0.63%2026-03-312026-04-24

AXP AMERICAN EXPRESS CO2.3K shares-21.18%2026-03-312026-04-24

MEDTRONIC PLC MEDTRONIC PLC7.8K shares-15.19%2026-03-312026-04-24

BAC BANK OF AMERICA CORP13.8K shares10.61%2026-03-312026-04-24

KMB KIMBERLY-CLARK CORP COM6.9K shares-3.38%2026-03-312026-04-24

IGV ISHARES NORTH AMERICAN TECH-SOFTWARE ETF8.3K shares-18.35%2026-03-312026-04-24

DVY ISHARES SELECT DIVIDEND ETF4.3K shares-24.65%2026-03-312026-04-24

Sponsored

AMAT APPLIED MATERIALS INC1.9K shares-9.96%2026-03-312026-04-24

RIO RIO TINTO PLC SPONSORED ADR6.3K shares3.80%2026-03-312026-04-24

IVW ISHARES S&P 500 GROWTH ETF5.1K shares-1.83%2026-03-312026-04-24

ORCL ORACLE CORP COM3.6K shares2.82%2026-03-312026-04-24

SPGI S&P GLOBAL INC COM1.3K shares42.47%2026-03-312026-04-24

VGT VANGUARD INFORMATION TECHNOLOGY INDEX765 shares11.68%2026-03-312026-04-24

AMGN AMGEN INC1.5K shares-18.76%2026-03-312026-04-24

PHM PULTE HOMES INC4.4K shares2.55%2026-03-312026-04-24

Sponsored

IWR ISHARES RUSSELL MIDCAP ETF5.3K shares0.00%2026-03-312026-04-24

TMO THERMO FISHER SCIENTIFIC INC COM1.0K shares1461.19%2026-03-312026-04-24

IJK iSHARES S&P MIDCAP GROWTH INDEX5.0K shares-31.83%2026-03-312026-04-24

APH AMPHENOL CORP CL A COM4.0K shares147.66%2026-03-312026-04-24

TRV THE TRAVELERS COMPANIES INC1.7K shares-16.22%2026-03-312026-04-24

DAL DELTA AIR LINES INC7.3K shares0.48%2026-03-312026-04-24

PGR PROGRESSIVE CORP COM2.4K shares-0.29%2026-03-312026-04-24

IP INTERNATIONAL PAPER CO COM13.5K shares13.25%2026-03-312026-04-24

Sponsored

AEP AMERICAN ELECTRIC POWER CO INC COM3.6K shares-19.09%2026-03-312026-04-24

SYK STRYKER CORPORATION COM1.4K shares26.97%2026-03-312026-04-24

VONG VANGUARD RUSSELL 1000 GROWTH ETF4.3K shares0.00%2026-03-312026-04-24

NRG NRG ENERGY INC3.1K shares29.95%2026-03-312026-04-24

ZBRA ZEBRA TECH CORP CL A2.1K shares672.83%2026-03-312026-04-24

TNL TRAVEL PLUS LEISURE CO COM6.3K shares5.70%2026-03-312026-04-24

FDX FEDEX CORP1.2K shares3980.00%2026-03-312026-04-24

RPRX ROYALTY PHARMA PLC SHS CL A COM9.1K sharesnew addition2026-03-312026-04-24

Sponsored

DLR DIGITAL REALTY TRUST INC2.3K shares7.47%2026-03-312026-04-24

TSLA TESLA INC COM1.1K shares0.46%2026-03-312026-04-24

MCK MCKESSON CORP464 shares-2.11%2026-03-312026-04-24

PG PROCTER & GAMBLE CO2.7K shares-34.71%2026-03-312026-04-24

LDUR PIMCO ETF TR ENHNCD LW DUR AC ETF4.0K sharesnew addition2026-03-312026-04-24

FLEX FLEX LTD5.8K shares8.15%2026-03-312026-04-24

CRM SALESFORCE INC COM2.0K shares-30.83%2026-03-312026-04-24

MDLZ MONDELEZ INTL INC CL A COM6.4K shares9.99%2026-03-312026-04-24

Sponsored

ACCENTURE PLC IRELAND SHS CLASS A COM ACCENTURE PLC IRELAND SHS CLASS A COM1.8K shares3.37%2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR SPONS ADR1.1K shares-11.45%2026-03-312026-04-24

IVE ISHARES S&P 500 VALUE ETF1.7K shares-2.62%2026-03-312026-04-24

FNV FRANCO NEVADA CORP COM1.4K shares0.00%2026-03-312026-04-24

MU MICRON TECHNOLOGY INC COM1.0K shares1.49%2026-03-312026-04-24

QCOM QUALCOMM INC COM2.7K shares-1.04%2026-03-312026-04-24

IEFA iSHARES CORE MSCI EAFE ETF3.7K shares-35.47%2026-03-312026-04-24

RTX RTX CORPORATION COM1.7K shares0.00%2026-03-312026-04-24

Sponsored

UNH UNITEDHEALTH GROUP INC COM1.2K shares19.16%2026-03-312026-04-24

PAYX PAYCHEX INC COM3.5K shares10.95%2026-03-312026-04-24

GPC GENUINE PARTS CO3.1K shares-15.19%2026-03-312026-04-24

DIS DISNEY WALT CO COM3.4K shares-11.56%2026-03-312026-04-24

WCC WESCO INTERNATIONAL INC COM1.2K sharesnew addition2026-03-312026-04-24

L LOEWS CORP COM3.0K shares0.00%2026-03-312026-04-24

COP CONOCOPHILLIPS2.4K shares8.25%2026-03-312026-04-24

PKG PACKAGING CORP OF AMERICA1.5K shares-35.90%2026-03-312026-04-24

Sponsored

SYF SYNCHRONY FINANCIAL4.5K shares0.78%2026-03-312026-04-24

IBDU ISHARES TR IBONDS DEC 29 ETF13.2K sharesnew addition2026-03-312026-04-24

SCHB SCHWAB US BROAD MARKET ETF12.2K shares10.76%2026-03-312026-04-24

IBDS ISHARES TR IBONDS 27 ETF12.6K sharesnew addition2026-03-312026-04-24

HON HONEYWELL INTL INC COM1.3K shares-26.79%2026-03-312026-04-24

GWW WW GRAINGER INC278 shares0.00%2026-03-312026-04-24

SO SOUTHERN CO COM3.1K shares-18.80%2026-03-312026-04-24

FI FISERV INC COM5.3K shares2387.91%2026-03-312026-04-24

Sponsored

MO ALTRIA GROUP INC4.5K shares-22.93%2026-03-312026-04-24

IVZ INVESCO LTD12.1K shares3.79%2026-03-312026-04-24

NFLX NETFLIX INC3.1K shares9.89%2026-03-312026-04-24

JMBS JANUS DETROIT STR TR HENDERSON MTG ETF6.5K sharesnew addition2026-03-312026-04-24

NOW SERVICENOW INC2.8K shares84.39%2026-03-312026-04-24

ABNB AIRBNB INC COM CL A2.3K shares104.96%2026-03-312026-04-24

INTU INTUIT INC661 shares5.25%2026-03-312026-04-24

SHEL SHELL PLC SPON ADS ADR3.0K shares25.93%2026-03-312026-04-24

Sponsored

WMB WILLIAMS COS INC3.8K shares-31.08%2026-03-312026-04-24

ESI ELEMENT SOLUTIONS INC COM8.2K sharesnew addition2026-03-312026-04-24

SBUX STARBUCKS CORP3.1K shares6.59%2026-03-312026-04-24

BKNG BOOKING HLDGS INC COM66 shares-57.14%2026-03-312026-04-24

PSA PUBLIC STORAGE COM1.0K shares-24.72%2026-03-312026-04-24

MSM MSC INDL DIRECT INC CL A3.0K sharesnew addition2026-03-312026-04-24

CL COLGATE-PALMOLIVE CO3.2K shares3.54%2026-03-312026-04-24

IQV IQVIA HLDGS INC COM1.6K shares-0.32%2026-03-312026-04-24

Sponsored

IWM ISHARES RUSSELL 2000 ETF1.1K shares0.00%2026-03-312026-04-24

EEFT EURONET WORLDWIDE INC COM4.1K sharesnew addition2026-03-312026-04-24

PEP PEPSICO INC COM1.7K shares-31.70%2026-03-312026-04-24

SHW SHERWIN WILLIAMS CO828 shares8.52%2026-03-312026-04-24

BN BROOKFIELD CORP CL A LTD VT SH COM6.5K sharesnew addition2026-03-312026-04-24

DHR DANAHER CORPORATION COM1.4K shares-19.15%2026-03-312026-04-24

EBAY EBAY INC2.8K shares-14.39%2026-03-312026-04-24

IBTI ISHARES TR IBONDS 28 TRM TS ETF11.5K sharesnew addition2026-03-312026-04-24

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LOW LOWES COMPANIES INC1.1K shares26.11%2026-03-312026-04-24

ORI OLD REPUBLIC INTERNATIONAL CORP6.4K shares-24.27%2026-03-312026-04-24

VRT VERTIV HOLDINGS CO COM CL A1.0K sharesnew addition2026-03-312026-04-24

OTEX OPEN TEXT CORP COM11.3K sharesnew addition2026-03-312026-04-24

PAAA PGIM ETF TR AAA CLO ETF4.9K sharesnew addition2026-03-312026-04-24

VB VANGUARD INDEX FDS SMALL CP ETF958 shares3.68%2026-03-312026-04-24

SGOV ISHARES TR 0-3 MONTH TREASURY BOND ETF2.4K sharesnew addition2026-03-312026-04-24

VCSH VANGUARD SHORT TERM CORPORATE ETF3.0K sharesnew addition2026-03-312026-04-24

Sponsored

USMV ISHARES TR MSCI USA MIN VOL FACTOR ETF2.6K shares0.00%2026-03-312026-04-24

CB CHUBB LIMITED715 shares-7.38%2026-03-312026-04-24

UNILEVER PLC SPON ADR UNILEVER PLC SPON ADR4.0K shares-8.67%2026-03-312026-04-24

MAR MARRIOT INTERNATIONAL CL A701 shares5.26%2026-03-312026-04-24

ENS ENERSYS1.3K sharesnew addition2026-03-312026-04-24

IUSB ISHARES CORE UNIVERSAL USD BOND ETF4.9K sharesnew addition2026-03-312026-04-24

SCHD SCHWAB US DVD EQUITY ETF7.1K shares26.10%2026-03-312026-04-24

WTW WILLIS TOWERS WATSON PLC LTD SHS738 sharesnew addition2026-03-312026-04-24

Sponsored

URI UNITED RENTALS INC293 shares11.41%2026-03-312026-04-24

APD AIR PRODUCTS & CHEMICALS INC732 shares7.81%2026-03-312026-04-24

VO VANGUARD MID-CAP ETF719 shares7.80%2026-03-312026-04-24

LKQ LKQ CORP7.0K shares692.32%2026-03-312026-04-24

GIS GENERAL MILLS INC5.5K shares0.00%2026-03-312026-04-24

EMB ISHARES TR JPMORGAN USD EMG2.1K sharesnew addition2026-03-312026-04-24

PWR QUANTA SERVICES INC COM357 shares0.00%2026-03-312026-04-24

HUBBELL INCORPORATED HUBBELL INCORPORATED397 shares2.58%2026-03-312026-04-24

Sponsored

STLD STEEL DYNAMICS INC1.1K shares-2.27%2026-03-312026-04-24

GEV GE VERNOVA LLC COM220 shares2.33%2026-03-312026-04-24

STRL STERLING INFRASTRUCTURE INC COM470 shares2.17%2026-03-312026-04-24

CBRE CBRE GROUP INC1.4K shares-28.47%2026-03-312026-04-24

CASY CASEY'S GENERAL STORES INC255 shares-30.33%2026-03-312026-04-24

TJX TJX COS INC NEW COM1.2K shares17.07%2026-03-312026-04-24

SDY SPDR SER TR ST STR SPDR S&P DIVIDEND ETF1.3K shares-10.27%2026-03-312026-04-24

EOG EOG RESOURCES INC1.3K shares-51.56%2026-03-312026-04-24

Sponsored

PSX PHILLIPS 66 COM988 shares-10.10%2026-03-312026-04-24

UBER UBER TECHNOLOGIES INC COM2.5K shares48.77%2026-03-312026-04-24

AEM AGNICO EAGLE MINES LTD COM867 shares-38.60%2026-03-312026-04-24

KLAC KLA CORPORATION COM118 shares43.90%2026-03-312026-04-24

ITOT ISHARES CORE S&P TOTAL US STOCK MKT ETF1.2K shares-10.87%2026-03-312026-04-24

THE CIGNA GROUP COM THE CIGNA GROUP COM645 shares0.78%2026-03-312026-04-24

ELV ELEVANCE HEALTH INC COM585 shares3.36%2026-03-312026-04-24

IBKR INTERACTIVE BROKERS GRO CL A2.5K shares5.70%2026-03-312026-04-24

Sponsored

VAC MARRIOT VACATIONS WORLD2.6K sharesnew addition2026-03-312026-04-24

IBTK ISHARES TR IBOND DEC ETF8.5K sharesnew addition2026-03-312026-04-24

ROP ROPER TECHNOLOGIES INC COM461 shares448.81%2026-03-312026-04-24

SCHG SCHWAB US LARGE CAP GROWTH ETF5.6K shares0.00%2026-03-312026-04-24

NXPI NXP SEMICONDUCTORS NV ORD816 shares4.62%2026-03-312026-04-24

QUAL ISHARES TR MSCI USA QUALITY FACTOR ETF837 shares0.00%2026-03-312026-04-24

VDC VANGUARD CONSUMER STAPLE ETF710 shares0.00%2026-03-312026-04-24

ASGN ASGN INC4.1K sharesnew addition2026-03-312026-04-24

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IJJ ISHARES S&P MID CAP 400 VALUE ETF1.2K shares-46.23%2026-03-312026-04-24

IWF ISHARES RUSSELL 1000 GROWTH ETF360 shares-18.74%2026-03-312026-04-24

IJT ISHARES S&P SMALL CAP 600 GROWTH ETF1.0K shares0.00%2026-03-312026-04-24

OEF ISHARES S&P 100 ETF475 shares0.00%2026-03-312026-04-24

PRI PRIMERICA INC599 shares8.12%2026-03-312026-04-24

XLI SELECT SECTOR SPDR TR STATE ST INDUS ETF905 shares0.00%2026-03-312026-04-24

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APP APPLOVIN CORP COM CL A364 shares12.35%2026-03-312026-04-24

DKS DICKS SPORTING GOODS INC COM730 shares7.35%2026-03-312026-04-24

ODFL OLD DOMINION FREIGHT LINE734 shares5.01%2026-03-312026-04-24

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NICE NICE LTD SPONSORED ADR1.3K sharesnew addition2026-03-312026-04-24

AMP AMERIPRISE FINANCIAL INC316 shares100.00%2026-03-312026-04-24

IBTG ISHARES TR IBONDS 26 TRM TS ETF5.9K sharesnew addition2026-03-312026-04-24

CENCORA INC COM CENCORA INC COM428 shares5.16%2026-03-312026-04-24

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PCAR PACCAR INC1.2K shares-22.30%2026-03-312026-04-24

ICE INTERCONTINENTAL EXCHANGE INC851 shares1475.93%2026-03-312026-04-24

CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD934 shares6.26%2026-03-312026-04-24

LPLA LPL FINANCIAL HOLDINGS INC440 shares6.02%2026-03-312026-04-24

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CWB SPDR SER TR ST STR SPDR BBG CONV SEC ETF1.4K sharesnew addition2026-03-312026-04-24

AON PLC SHS CL A COM AON PLC SHS CL A COM398 shares729.17%2026-03-312026-04-24

KKR & CO INC COM KKR & CO INC COM1.4K shares5.31%2026-03-312026-04-24

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APTIV PLC COM SHS APTIV PLC COM SHS1.8K shares7.57%2026-03-312026-04-24

FAST FASTENAL CO2.7K shares-37.31%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC COM614 shares6.04%2026-03-312026-04-24

XLF SELECT SECTOR SPDR TR STATE ST FIN ETF2.5K shares-44.29%2026-03-312026-04-24

ADI ANALOG DEVICES INC COM391 shares59.59%2026-03-312026-04-24

ON ON SEMICONDUCTOR CORP COM2.0K shares3.10%2026-03-312026-04-24

XLV SELECT SECTOR SPDR TR S S HLTH CARE ETF833 shares-49.55%2026-03-312026-04-24

IWO ISHARES RUSSELL 2000 GROWTH ETF387 shares0.00%2026-03-312026-04-24

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MAS MASCO CORP2.0K shares1.90%2026-03-312026-04-24

ADSK AUTODESK INCORPORATED487 shares-2.60%2026-03-312026-04-24

HMOP HARTFORD FDS EXCHANGE TRADED ETF3.0K shares0.00%2026-03-312026-04-24

HOLA J P MORGAN EXCHANGE TRADED FD INTL ETF2.2K shares0.00%2026-03-312026-04-24

GSIE GOLDMAN SACHS ETF TR ACTIVEBETA INT ETF2.6K shares0.00%2026-03-312026-04-24

LFUS LITTELFUSE INC332 shares6.41%2026-03-312026-04-24

BSCS INVESCO EXCH TRD SLF IDX FD TR ETF5.5K sharesnew addition2026-03-312026-04-24

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VIG VANGUARD DIVIDEND APPRECIATION ETF503 shares147.78%2026-03-312026-04-24

BSCR INVESCO EXCH TRD SLF IDX FD TR ETF5.5K sharesnew addition2026-03-312026-04-24

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PLTR PALANTIR TECHNOLOGIES INC COM CL A732 shares0.00%2026-03-312026-04-24

XLY SELECT SECTOR SPDR TR S S CON DIS ETF980 shares-7.89%2026-03-312026-04-24

SMMU PIMCO ETF TR SHTRM MUN BD ACT ETF2.1K sharesnew addition2026-03-312026-04-24

USA LIBERTY ALL STAR EQUITY FUND19.1K shares5.82%2026-03-312026-04-24

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KMPR KEMPER CORP3.4K sharesnew addition2026-03-312026-04-24

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JVAL J P MORGAN EXCHANGE TRADED FD US ETF2.1K sharesnew addition2026-03-312026-04-24

BSCT INVESCO EXCH TRD SLF IDX FD TR ETF5.5K sharesnew addition2026-03-312026-04-24

JPIE J P MORGAN EXCHANGE TRADED FD INCOME ETF2.2K sharesnew addition2026-03-312026-04-24

ED CONSOLIDATED EDISON INC891 shares47.52%2026-03-312026-04-24

VTWO VANGUARD RUSSELL 2000 ETF956 shares0.00%2026-03-312026-04-24

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TAFI AB ACTIVE ETFS INC TAX AWARE SHRT ETF3.7K shares0.00%2026-03-312026-04-24

EFAV ISHARES TR MSCI EAFE MIN VOL FACTOR ETF1.0K shares0.00%2026-03-312026-04-24

UNP UNION PACIFIC CORP COM385 shares-11.09%2026-03-312026-04-24

GE AEROSPACE COM NEW GE AEROSPACE COM NEW328 shares-4.09%2026-03-312026-04-24

BSCU INVESCO EXCH TRD SLF IDX FD TR ETF5.5K sharesnew addition2026-03-312026-04-24

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TXRH TEXAS ROADHOUSE INC CL A550 shares8.91%2026-03-312026-04-24

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INTC INTEL CORP2.0K shares-5.27%2026-03-312026-04-24

IBDR ISHARES TR IBONDS DEC ETF3.7K sharesnew addition2026-03-312026-04-24

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DXCM DEXCOM INC COM1.4K shares7.94%2026-03-312026-04-24

IGM ISHARES S&P NORTH AMERICAN TECHNOLOGY720 shares-9.66%2026-03-312026-04-24

MUB ISHARES TR NATIONAL MUN ETF800 sharesnew addition2026-03-312026-04-24

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CGW INVESCO EXCH TRADED FD TR II S&P GBL ETF1.3K shares-13.56%2026-03-312026-04-24

FTGC FIRST TR EXCHANGE TRAD FD VII FST TR2.8K sharesnew addition2026-03-312026-04-24

VTV VANGUARD VALUE ETF410 shares49.09%2026-03-312026-04-24

IDV ISHARES TR INTL SEL DIV ETF1.9K shares0.00%2026-03-312026-04-24

IWS ISHARES RUSSELL MIDCAP VALUE ETF541 shares0.00%2026-03-312026-04-24

HP INC COM HP INC COM4.1K shares24.56%2026-03-312026-04-24

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TXN TEXAS INSTRUMENTS INC401 shares152.20%2026-03-312026-04-24

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KMI KINDER MORGAN INC2.2K shares-26.52%2026-03-312026-04-24

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LINDE PLC SHS COM LINDE PLC SHS COM148 shares46.53%2026-03-312026-04-24

PRU PRUDENTIAL FINANCIAL INC737 shares-1.34%2026-03-312026-04-24

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COWZ PACER FDS TR US CASH COWS 100 ETF1.1K sharesnew addition2026-03-312026-04-24

SEAGATE TECHNOLOGY HLDNG PLC ORD SHS COM SEAGATE TECHNOLOGY HLDNG PLC ORD SHS COM169 shares0.00%2026-03-312026-04-24

DIA STATE ST SPDR DJ IND AVG ETF TR UT SER 1140 shares0.00%2026-03-312026-04-24

EQWL INVESCO S&P 100 EQUAL WEIGHT ETF555 shares0.00%2026-03-312026-04-24

FCPT FOUR CORNERS PROPERTY TRUST INC2.6K shares0.00%2026-03-312026-04-24

FBIN FORTUNE BRANDS INNOVATIONS INC COM1.6K shares0.00%2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC COM73 shares0.00%2026-03-312026-04-24

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VEEV VEEVA SYSTEMS INC CLASS A350 shares2.94%2026-03-312026-04-24

SPG SIMON PROPERTY GROUP INC326 shares0.00%2026-03-312026-04-24

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CARR CARRIER GLOBAL CORPORATION COM1.0K shares24.76%2026-03-312026-04-24

SNA SNAP-ON INC162 shares29.60%2026-03-312026-04-24

IBDT ISHARES TR IBDS DEC28 ETF2.3K sharesnew addition2026-03-312026-04-24

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CCL CARNIVAL CORP COMMON PAIRED STOCK2.2K shares0.00%2026-03-312026-04-24

SPYM SPDR SER TR ST STR SPDR PORT S&P 500 ETF737 shares-25.18%2026-03-312026-04-24

NOBL PROSHARES TR S&P 500 DV ARIST ETF525 shares0.00%2026-03-312026-04-24

CINF CINCINNATI FINL CORP COM344 sharesnew addition2026-03-312026-04-24

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FTEC FIDELITY COVINGTON TR MSCI INFO ETF CL I250 shares-50.00%2026-03-312026-04-24

IWN ISHARES RUSSELL 2000 VALUE ETF273 shares0.00%2026-03-312026-04-24

BSJQ INVESCO EXCH TRD SLF IDX FD TR ETF2.2K sharesnew addition2026-03-312026-04-24

ZTS ZOETIS INC CL A COM418 shares5871.43%2026-03-312026-04-24

BSJR INVESCO EXCH TRD SLF IDX FD TR ETF2.2K sharesnew addition2026-03-312026-04-24

ET ENERGY TRANSFER LP COM UT LTD PTN2.5K shares-12.12%2026-03-312026-04-24

IBDV ISHARES TR IBONDS DEC 2030 ETF2.2K sharesnew addition2026-03-312026-04-24

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GDX VANECK VECTORS GOLD MINERS ETF500 shares0.00%2026-03-312026-04-24

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XLC SELECT SECTOR SPDR TR S S COMM SER ETF380 shares0.00%2026-03-312026-04-24

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IBDY ISHARES TR IBONDS DEC 2033 ETF1.5K sharesnew addition2026-03-312026-04-24

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NVS NOVARTIS AG SPONSORED ADR230 shares-82.25%2026-03-312026-04-24

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KVUE KENVUE INC COM1.6K shares8336.84%2026-03-312026-04-24

ITW ILLINOIS TOOL WORKS INC106 shares0.00%2026-03-312026-04-24

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TSN TYSON FOODS INC CL A415 shares-5.68%2026-03-312026-04-24

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STZ CONSTELLATION BRANDS INC CL A172 shares77.32%2026-03-312026-04-24

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TEVA TEVA PHARMACEUTICAL INDS LTD-SP ADR848 shares0.00%2026-03-312026-04-24

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CRH PLC ORD COM CRH PLC ORD COM239 shares0.00%2026-03-312026-04-24

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ALPS ETF TR ALERIAN MLP ETF ALPS ETF TR ALERIAN MLP ETF460 sharesnew addition2026-03-312026-04-24

ZETA ZETA GLOBAL HOLDINGS CORP CL A COM1.5K shares0.00%2026-03-312026-04-24

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VGLT VANGUARD SCOTTSDALE FDS LONG TERM ETF408 sharesnew addition2026-03-312026-04-24

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Sponsored

TMUS T-MOBILE US INC COM59 shares-68.28%2026-03-312026-04-24

EFV ISHARES TR EAFE VALUE ETF155 shares0.00%2026-03-312026-04-24

EQR EQUITY RESIDENTIAL SH BEN INT191 sharesnew addition2026-03-312026-04-24

XLB SELECT SECTOR SPDR TR STATE ST MATR ETF222 shares0.00%2026-03-312026-04-24

WHR WHIRLPOOL CORP COM200 shares0.00%2026-03-312026-04-24

DYNF BLACKROCK ETF TRUST ISHARES US EQUIT ETF180 shares0.00%2026-03-312026-04-24

AMT AMERICAN TOWER CORP NEW COM59 shares-53.54%2026-03-312026-04-24

ROK ROCKWELL AUTOMATION INC COM27 shares0.00%2026-03-312026-04-24

Sponsored

CTAS CINTAS CORP57 shares0.00%2026-03-312026-04-24

ADM ARCHER DANIELS MIDLAND CO COM129 shares0.00%2026-03-312026-04-24

ESGU ISHARES TR ESG AWARE MSCI USA ETF66 shares0.00%2026-03-312026-04-24

AIG AMERICAN INTL GROUP INC124 shares0.00%2026-03-312026-04-24

BSX BOSTON SCIENTIFIC CORP COM147 shares-46.35%2026-03-312026-04-24

BKR BAKER HUGHES COMPANY CL A150 shares0.00%2026-03-312026-04-24

MMM 3M CO COM63 shares0.00%2026-03-312026-04-24

COF CAPITAL ONE FINANCIAL CORP COM49 shares0.00%2026-03-312026-04-24

Sponsored

DUPONT DE NEMOURS INC COM DUPONT DE NEMOURS INC COM193 shares0.00%2026-03-312026-04-24

AI C3 AI INC CL A COM1.0K shares0.00%2026-03-312026-04-24

MLM MARTIN MARIETTA MATERIALS INC14 shares0.00%2026-03-312026-04-24

EQIX EQUINIX INC8 shares-55.56%2026-03-312026-04-24

SPYV SPDR SER TR SS SPDR PORT S&P 500 VAL ETF128 shares-51.52%2026-03-312026-04-24

DELL DELL TECHNOLOGIES INC CL C44 shares0.00%2026-03-312026-04-24

AFL AFLAC INC64 shares0.00%2026-03-312026-04-24

KR KROGER CO94 shares0.00%2026-03-312026-04-24

Sponsored

WBD WARNER BROS DISCOVERY INC COM SER A240 shares0.00%2026-03-312026-04-24

VRTX VERTEX PHARMACEUTICALS INC14 shares-60.00%2026-03-312026-04-24

RSG REPUBLIC SERVICES INC28 shares0.00%2026-03-312026-04-24

NVO NOVO NORDISK A/S CL B ADR142 sharesnew addition2026-03-312026-04-24

ISRG INTUITIVE SURGICAL INC11 shares-45.00%2026-03-312026-04-24

DECK DECKERS OUTDOOR CORP45 sharesnew addition2026-03-312026-04-24

NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD215 sharesnew addition2026-03-312026-04-24

IRM IRON MOUNTAIN INCORPORATED37 shares0.00%2026-03-312026-04-24

Sponsored

FITB FIFTH THIRD BANCORP COM80 shares42.86%2026-03-312026-04-24

GEHC GE HEALTHCARE TECHNOLOGIES INC COM50 shares-96.45%2026-03-312026-04-24

STM STMICROELECTRONICS N V NY REGISTRY ADR100 shares0.00%2026-03-312026-04-24

TXT TEXTRON INC39 shares0.00%2026-03-312026-04-24

CLSK CLEANSPARK INC COM NEW COM400 shares0.00%2026-03-312026-04-24

BA BOEING CO17 shares0.00%2026-03-312026-04-24

ETR ENTERGY CORP NEW COM30 shares-88.97%2026-03-312026-04-24

FANG DIAMONDBACK ENERGY INC17 shares-74.63%2026-03-312026-04-24

Sponsored

MMC MARSH COM19 shares-78.89%2026-03-312026-04-24

KHC KRAFT HEINZ CO/THE133 shares-27.32%2026-03-312026-04-24

D DOMINION ENERGY INC COM48 shares-89.45%2026-03-312026-04-24

SNPS SYNOPSYS INC COM7 shares-75.00%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL CL B NEW COM

-0.25%

Shares57.4K

Event2026-03-31

Filed2026-04-24

IAUM

ISHARES GOLD TR SHARES REPRESENT ETF

-3.42%

Shares376.3K

Event2026-03-31

Filed2026-04-24

PBP

INVESCO EXCHANGE TRADED FD TR ETF

0.31%

Shares481.7K

Event2026-03-31

Filed2026-04-24

EFA

ISHARES MSCI EAFE ETF

-3.85%

Shares92.9K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR CORE S&P500 ETF

-12.50%

Shares10.5K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP COM

-4.56%

Shares17.6K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD TOTAL STOCK MARKET ETF

40.38%

Shares18.7K

Event2026-03-31

Filed2026-04-24

IJH

ISHARES CORE S&P MIDCAP ETF

8.02%

Shares84.7K

Event2026-03-31

Filed2026-04-24

SPHQ

INVESCO EXCHANGE TRADED FD TR S&P500

38.58%

Shares61.9K

Event2026-03-31

Filed2026-04-24

VXF

VANGUARD EXTENDED MARKET ETF

3.49%

Shares22.1K

Event2026-03-31

Filed2026-04-24

VXUS

VANGUARD TOTAL INTL STOCK ET

51.14%

Shares58.8K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD GROWTH ETF

41.95%

Shares10.1K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC COM

-0.25%

Shares15.7K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION COM

1.07%

Shares22.2K

Event2026-03-31

Filed2026-04-24

VCIT

VANGUARD INT TERM CORPORATE ETF

New

Shares44.3K

Event2026-03-31

Filed2026-04-24

ISHARES GOLD TR ISHARES NEW ETF

-19.42%

Shares40.8K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORP NEW COM

1.53%

Shares15.9K

Event2026-03-31

Filed2026-04-24

AGG

ISHARES CORE TOTAL US AGGREGATE BOND ETF

New

Shares32.0K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

6.23%

Shares10.3K

Event2026-03-31

Filed2026-04-24

VYM

VANGUARD HIGH DIVIDEND YIELD ETF

40.49%

Shares20.0K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES CORE S&P SMALL CAP ETF

-9.07%

Shares23.5K

Event2026-03-31

Filed2026-04-24

JCPB

J P MORGAN EXCHANGE TRADED FD CORE ETF

New

Shares59.3K

Event2026-03-31

Filed2026-04-24

FLRN

SPDR SER TR SS SPDR BBG INVT FLT RTE ETF

New

Shares87.3K

Event2026-03-31

Filed2026-04-24

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

New

Shares32.2K

Event2026-03-31

Filed2026-04-24

UCB

UNITED CMNTY BKS BLAIRSVLE GA COM

New

Shares84.1K

Event2026-03-31

Filed2026-04-24

AT&T INC.

0.68%

Shares83.9K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

3.05%

Shares37.2K

Event2026-03-31

Filed2026-04-24

PHILIP MORRIS INTL INC COM

1.85%

Shares14.4K

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYSTEMS INC

-6.42%

Shares30.4K

Event2026-03-31

Filed2026-04-24

SPY

STATE STREET SPDR S&P 500 ETF TRUST UNIT

106.86%

Shares3.5K

Event2026-03-31

Filed2026-04-24

VGIT

VANGUARD SCOTTSDALE FDS INTER TERM ETF

New

Shares38.0K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON INC COM

2.98%

Shares10.7K

Event2026-03-31

Filed2026-04-24

BIV

VANGUARD INTERMEDIATE TERM BD ETF

New

Shares28.5K

Event2026-03-31

Filed2026-04-24

VWO

VANGUARD INTL EQUITY INDEX FDS FTSE ETF

0.03%

Shares37.6K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC COM

1.83%

Shares9.3K

Event2026-03-31

Filed2026-04-24

ALPHABET INC CAP STK CL C

-15.15%

Shares7.0K

Event2026-03-31

Filed2026-04-24

BROADCOM INC COM

1.82%

Shares6.4K

Event2026-03-31

Filed2026-04-24

COCA COLA CO COM

-0.21%

Shares26.2K

Event2026-03-31

Filed2026-04-24

DUKE ENERGY CORP NEW COM NEW

-1.58%

Shares14.9K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

20.88%

Shares16.0K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

-19.59%

Shares5.8K

Event2026-03-31

Filed2026-04-24