Sponsored

The Analysis of UNIVEST FINANCIAL Corp's Holdings & P&L

Currently, UNIVEST FINANCIAL Corp holds 254 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in MGK (+30.5K shares, valued at $11.2M), BR (+50.6K shares, valued at $8.2M), SPYM (+102.3K shares, valued at $7.8M); decreased their positions in MDYG (-199.6K shares, valued at $19.2M), SPAB (-658.7K shares, valued at $16.9M), XLK (-77.0K shares, valued at $10.2M); initiated new positions in BR (+50.6K shares, valued at $8.2M), MCO (+2.9K shares, valued at $1.2M), XYL (+7.6K shares, valued at $908.3K).

1M P&L

+63.1M+3.76%

3M P&L

-4.0M-0.23%

HY P&L

+56.0M+3.33%

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/A609.1M

38.8%

2Consumer Electronics90.6M

5.8%

3Software - Infrastructure83.4M

5.3%

Top Industries by Stock Count

1N/A72 stocks

31.2%

2Software - Application10 stocks

4.3%

3Semiconductors6 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VXUS VANGUARD STAR FDS2.1M shares1.26%2026-03-312026-05-01

SPYM SPDR SERIES TRUST1.8M shares6.00%2026-03-312026-05-01

AAPL APPLE INC357.0K shares-4.22%2026-03-312026-05-01

ALPHABET INC ALPHABET INC238.1K shares-10.57%2026-03-312026-05-01

MSFT MICROSOFT CORP176.0K shares13.30%2026-03-312026-05-01

SPAB SPDR SERIES TRUST2.4M shares-21.42%2026-03-312026-05-01

NVDA NVIDIA CORPORATION316.2K shares8.39%2026-03-312026-05-01

AMZN AMAZON COM INC263.5K shares9.07%2026-03-312026-05-01

Sponsored

IUSB ISHARES TR1.1M shares10.50%2026-03-312026-05-01

BROADCOM INC BROADCOM INC139.5K shares4.65%2026-03-312026-05-01

META META PLATFORMS INC62.4K shares0.47%2026-03-312026-05-01

XLE SELECT SECTOR SPDR TR549.7K shares-7.01%2026-03-312026-05-01

NEE NEXTERA ENERGY INC337.4K shares-5.20%2026-03-312026-05-01

LLY ELI LILLY & CO32.4K shares-2.84%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS40.5K shares2.36%2026-03-312026-05-01

V VISA INC78.2K shares19.09%2026-03-312026-05-01

Sponsored

MU MICRON TECHNOLOGY INC65.1K shares-27.38%2026-03-312026-05-01

SPGI S&P GLOBAL INC46.1K shares29.56%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION18.4K shares-0.85%2026-03-312026-05-01

UVSP UNIVEST FINANCIAL CORPORATIO501.8K shares-18.75%2026-03-312026-05-01

BLACKROCK INC BLACKROCK INC17.6K shares1.79%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON68.5K shares-0.65%2026-03-312026-05-01

TMO THERMO FISHER SCIENTIFIC INC33.3K shares-3.33%2026-03-312026-05-01

SPYG SPDR SERIES TRUST159.3K shares40.50%2026-03-312026-05-01

Sponsored

MUB ISHARES TR143.7K shares4.82%2026-03-312026-05-01

LHX L3HARRIS TECHNOLOGIES INC43.2K shares-12.33%2026-03-312026-05-01

MGK VANGUARD WORLD FD39.3K shares344.34%2026-03-312026-05-01

TJX TJX COS INC NEW88.8K shares-4.78%2026-03-312026-05-01

AMAT APPLIED MATLS INC41.0K shares-25.79%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC49.7K shares46.81%2026-03-312026-05-01

TE CONNECTIVITY PLC TE CONNECTIVITY PLC62.9K shares-4.78%2026-03-312026-05-01

PM PHILIP MORRIS INTL INC76.9K shares-6.35%2026-03-312026-05-01

Sponsored

AXP AMERICAN EXPRESS CO41.7K shares1.07%2026-03-312026-05-01

FICO FAIR ISAAC CORP11.6K shares148.16%2026-03-312026-05-01

SNPS SYNOPSYS INC30.6K shares107.55%2026-03-312026-05-01

VTV VANGUARD INDEX FDS61.5K shares13.80%2026-03-312026-05-01

MDYG SPDR SERIES TRUST121.3K shares-62.19%2026-03-312026-05-01

URI UNITED RENTALS INC15.8K shares8.62%2026-03-312026-05-01

AMT AMERICAN TOWER CORP65.1K shares46.20%2026-03-312026-05-01

REGN REGENERON PHARMACEUTICALS14.2K shares-26.77%2026-03-312026-05-01

Sponsored

CRM SALESFORCE INC58.7K shares29.03%2026-03-312026-05-01

FDX FEDEX CORP29.8K shares-19.11%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO34.1K shares-7.15%2026-03-312026-05-01

SHW SHERWIN WILLIAMS CO30.9K shares-13.27%2026-03-312026-05-01

VTI VANGUARD INDEX FDS30.4K shares5.22%2026-03-312026-05-01

MDLZ MONDELEZ INTL INC159.5K shares26.33%2026-03-312026-05-01

SCHW SCHWAB CHARLES CORP97.3K shares-16.70%2026-03-312026-05-01

BR BROADRIDGE FINL SOLUTIONS IN50.6K sharesnew addition2026-03-312026-05-01

Sponsored

ULTA ULTA BEAUTY INC15.6K shares-8.91%2026-03-312026-05-01

BAC BANK AMERICA CORP159.6K shares6.94%2026-03-312026-05-01

ALPHABET INC ALPHABET INC26.0K shares-2.24%2026-03-312026-05-01

ARISTA NETWORKS INC ARISTA NETWORKS INC57.4K shares-1.84%2026-03-312026-05-01

EME EMCOR GROUP INC8.9K shares-7.65%2026-03-312026-05-01

ADBE ADOBE INC26.9K shares124.09%2026-03-312026-05-01

MA MASTERCARD INCORPORATED12.8K shares13.15%2026-03-312026-05-01

CASY CASEYS GEN STORES INC8.7K shares-5.67%2026-03-312026-05-01

Sponsored

ZTS ZOETIS INC52.5K shares72.77%2026-03-312026-05-01

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND30.2K shares61.00%2026-03-312026-05-01

EQIX EQUINIX INC5.9K shares16.46%2026-03-312026-05-01

ICE INTERCONTINENTAL EXCHANGE IN36.8K shares8.12%2026-03-312026-05-01

TD TORONTO DOMINION BK ONT60.7K shares-0.20%2026-03-312026-05-01

HD HOME DEPOT INC17.2K shares-5.66%2026-03-312026-05-01

WMT WALMART INC45.4K shares0.26%2026-03-312026-05-01

ECL ECOLAB INC21.1K shares-0.25%2026-03-312026-05-01

Sponsored

XOM EXXON MOBIL CORP32.4K shares-9.92%2026-03-312026-05-01

UBER UBER TECHNOLOGIES INC73.5K shares14.94%2026-03-312026-05-01

LMT LOCKHEED MARTIN CORP8.4K shares-15.62%2026-03-312026-05-01

SPSM SPDR SERIES TRUST103.2K shares-61.68%2026-03-312026-05-01

FTNT FORTINET INC59.3K shares9.53%2026-03-312026-05-01

PH PARKER-HANNIFIN CORP5.2K shares-9.81%2026-03-312026-05-01

MNST MONSTER BEVERAGE CORP NEW62.7K shares-9.08%2026-03-312026-05-01

MCD MCDONALDS CORP14.3K shares7.73%2026-03-312026-05-01

Sponsored

PEP PEPSICO INC28.5K shares-4.16%2026-03-312026-05-01

AMGN AMGEN INC12.6K shares-4.65%2026-03-312026-05-01

XLK SELECT SECTOR SPDR TR32.5K shares-70.31%2026-03-312026-05-01

SPDR SERIES TRUST SPDR SERIES TRUST44.4K shares17.48%2026-03-312026-05-01

ISRG INTUITIVE SURGICAL INC9.2K shares7.47%2026-03-312026-05-01

MBB ISHARES TR42.8K shares13.28%2026-03-312026-05-01

TDG TRANSDIGM GROUP INC3.5K shares3.55%2026-03-312026-05-01

DAR DARLING INGREDIENTS INC64.2K shares-18.63%2026-03-312026-05-01

Sponsored

SPDW SPDR INDEX SHS FDS84.5K shares5.92%2026-03-312026-05-01

EXLS EXLSERVICE HLDGS INC126.1K shares27.36%2026-03-312026-05-01

IDXX IDEXX LABS INC6.6K shares1.95%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T5.7K shares-6.01%2026-03-312026-05-01

CSCO CISCO SYS INC46.1K shares-0.74%2026-03-312026-05-01

VTEB VANGUARD MUN BD FDS68.8K shares-19.09%2026-03-312026-05-01

PG PROCTER & GAMBLE CO22.9K shares-3.31%2026-03-312026-05-01

BNDX VANGUARD CHARLOTTE FDS68.8K shares17.20%2026-03-312026-05-01

Sponsored

VRTX VERTEX PHARMACEUTICALS INC7.1K shares15.84%2026-03-312026-05-01

UNP UNION PAC CORP12.7K shares-8.28%2026-03-312026-05-01

MMC MARSH & MCLENNAN COS INC17.7K shares20.88%2026-03-312026-05-01

GLW CORNING INC22.4K shares-21.25%2026-03-312026-05-01

ABT ABBOTT LABORATORIES29.4K shares24.91%2026-03-312026-05-01

VOE VANGUARD INDEX FDS16.4K shares17.35%2026-03-312026-05-01

WM WASTE MGMT INC DEL13.1K shares-3.94%2026-03-312026-05-01

MERCK & CO INC MERCK & CO INC25.0K shares-5.25%2026-03-312026-05-01

Sponsored

BLACKSTONE INC BLACKSTONE INC26.1K shares9.17%2026-03-312026-05-01

VUG VANGUARD INDEX FDS6.8K shares1.21%2026-03-312026-05-01

ABNB AIRBNB INC22.7K shares12.37%2026-03-312026-05-01

NOW SERVICENOW INC27.4K shares37.52%2026-03-312026-05-01

CAT CATERPILLAR INC4.0K shares-2.20%2026-03-312026-05-01

IJH ISHARES TR40.6K shares-1.15%2026-03-312026-05-01

IJR ISHARES TR21.5K shares-0.42%2026-03-312026-05-01

NFLX NETFLIX INC.27.3K shares0.47%2026-03-312026-05-01

Sponsored

SLYV SPDR SERIES TRUST27.5K shares-3.48%2026-03-312026-05-01

IVV ISHARES TR4.0K shares-8.65%2026-03-312026-05-01

INTU INTUIT6.0K shares82.83%2026-03-312026-05-01

CME CME GROUP INC8.7K shares0.37%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.3K shares-1.08%2026-03-312026-05-01

TSLA TESLA INC6.7K shares2.52%2026-03-312026-05-01

SLYG SPDR SERIES TRUST25.5K shares14.70%2026-03-312026-05-01

ADI ANALOG DEVICES INC7.5K shares-10.79%2026-03-312026-05-01

Sponsored

POOL POOL CORP11.6K shares-43.67%2026-03-312026-05-01

RMD RESMED INC10.0K shares9.61%2026-03-312026-05-01

CRH PLC CRH PLC20.2K shares-13.10%2026-03-312026-05-01

BMY BRISTOL-MYERS SQUIBB CO34.2K shares0.15%2026-03-312026-05-01

MET METLIFE INC28.8K shares-3.97%2026-03-312026-05-01

XLV SELECT SECTOR SPDR TR13.6K shares-76.54%2026-03-312026-05-01

PLD PROLOGIS INC.15.0K shares-9.54%2026-03-312026-05-01

XLP SELECT SECTOR SPDR TR23.9K shares-68.92%2026-03-312026-05-01

Sponsored

EFV ISHARES TR25.9K shares-0.27%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR3.3K shares-14.27%2026-03-312026-05-01

SSNC SS&C TECH HLDGS27.5K shares-80.35%2026-03-312026-05-01

DT DYNATRACE INC49.0K shares75.25%2026-03-312026-05-01

COP CONOCOPHILLIPS12.8K shares2.98%2026-03-312026-05-01

CVX CHEVRON CORPORATION8.1K shares-0.77%2026-03-312026-05-01

WSO WATSCO INC4.5K shares4.08%2026-03-312026-05-01

ETR ENTERGY CORP NEW14.5K shares-2.27%2026-03-312026-05-01

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC13.6K shares18.41%2026-03-312026-05-01

ABBV ABBVIE INC6.9K shares-3.11%2026-03-312026-05-01

BIL SPDR SERIES TRUST16.4K shares-85.26%2026-03-312026-05-01

INGR INGREDION INC13.0K shares25.74%2026-03-312026-05-01

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-05-01

DFAC DIMENSIONAL ETF TRUST35.8K shares-2.66%2026-03-312026-05-01

XLC SELECT SECTOR SPDR TR12.5K shares-40.42%2026-03-312026-05-01

IEFA ISHARES TR15.2K shares-14.49%2026-03-312026-05-01

Sponsored

XLF SELECT SECTOR SPDR TR27.8K shares-42.18%2026-03-312026-05-01

CMCSA COMCAST CORP NEW47.2K shares77.16%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC26.8K shares15.37%2026-03-312026-05-01

SNA SNAP ON INC3.7K shares3.85%2026-03-312026-05-01

NSC NORFOLK SOUTHN CORP4.6K shares1.78%2026-03-312026-05-01

VNQ VANGUARD INDEX FDS14.3K shares-68.90%2026-03-312026-05-01

XLY SELECT SECTOR SPDR TR11.5K shares-73.44%2026-03-312026-05-01

FAST FASTENAL CO26.9K shares-0.52%2026-03-312026-05-01

Sponsored

MCO MOODYS CORP2.9K sharesnew addition2026-03-312026-05-01

CINF CINCINNATI FINL CORP7.8K shares-17.01%2026-03-312026-05-01

EATON CORP PLC EATON CORP PLC3.3K shares0.09%2026-03-312026-05-01

KMI KINDER MORGAN INC DEL34.4K shares-2.20%2026-03-312026-05-01

PWR QUANTA SVCS INC2.1K shares0.00%2026-03-312026-05-01

SPEM SPDR INDEX SHS FDS24.4K shares28.93%2026-03-312026-05-01

ROP ROPER TECHNOLOGIES INC3.2K shares-73.48%2026-03-312026-05-01

ROST ROSS STORES INC5.2K shares0.00%2026-03-312026-05-01

Sponsored

VEA VANGUARD TAX-MANAGED FDS17.0K shares9.21%2026-03-312026-05-01

LOW LOWES COS INC4.3K shares-0.23%2026-03-312026-05-01

RTX RTX CORPORATION5.1K shares4.86%2026-03-312026-05-01

ORCL ORACLE CORP6.5K shares-2.60%2026-03-312026-05-01

EFX EQUIFAX INC5.3K shares0.00%2026-03-312026-05-01

XYL XYLEM INC7.6K sharesnew addition2026-03-312026-05-01

IYW ISHARES TR4.9K shares-4.95%2026-03-312026-05-01

CEG CONSTELLATION ENERGY CORP3.0K shares0.07%2026-03-312026-05-01

Sponsored

DGRO ISHARES TR11.5K shares5.22%2026-03-312026-05-01

A AGILENT TECHNOLOGIES INC7.1K shares-23.54%2026-03-312026-05-01

HON HONEYWELL INTL INC3.5K shares-4.65%2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE2.7K shares-1.28%2026-03-312026-05-01

WSFS WSFS FINL CORP11.6K shares0.00%2026-03-312026-05-01

PPL PPL CORP19.7K shares-0.13%2026-03-312026-05-01

VGSH VANGUARD SCOTTSDALE FDS12.8K shares17.31%2026-03-312026-05-01

EFG ISHARES TR6.6K shares8.77%2026-03-312026-05-01

Sponsored

KO COCA COLA CO9.5K shares-39.28%2026-03-312026-05-01

LINDE PLC LINDE PLC1.5K shares-1.36%2026-03-312026-05-01

IWR ISHARES TR7.3K shares-28.21%2026-03-312026-05-01

VGT VANGUARD WORLD FD991 shares0.00%2026-03-312026-05-01

MO ALTRIA GROUP INC10.2K shares-1.61%2026-03-312026-05-01

IWP ISHARES TR5.1K shares0.02%2026-03-312026-05-01

DHI D R HORTON INC4.7K shares-9.11%2026-03-312026-05-01

CTAS CINTAS CORP3.8K shares-0.13%2026-03-312026-05-01

Sponsored

PNC PNC FINL SVCS GROUP INC3.0K shares-11.19%2026-03-312026-05-01

VDE VANGUARD WORLD FD3.7K shares-29.04%2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS2.6K shares-1.88%2026-03-312026-05-01

DIS DISNEY WALT CO6.4K shares-2.81%2026-03-312026-05-01

SYK STRYKER CORPORATION1.8K shares-0.54%2026-03-312026-05-01

IWF ISHARES TR1.4K shares-11.56%2026-03-312026-05-01

SBUX STARBUCKS CORP6.5K shares-2.34%2026-03-312026-05-01

GEV GE VERNOVA INC665 shares6.40%2026-03-312026-05-01

Sponsored

VBR VANGUARD INDEX FDS2.6K shares-0.23%2026-03-312026-05-01

HSY HERSHEY CO2.7K shares-1.32%2026-03-312026-05-01

ORLY OREILLY AUTOMOTIVE INC6.0K shares-4.83%2026-03-312026-05-01

ITOT ISHARES TR3.8K shares-13.59%2026-03-312026-05-01

PSX PHILLIPS 663.0K shares-3.96%2026-03-312026-05-01

GLD SPDR GOLD TR1.2K shares-32.10%2026-03-312026-05-01

MCK MCKESSON CORP610 shares0.00%2026-03-312026-05-01

VEEV VEEVA SYS INC3.0K shares-70.55%2026-03-312026-05-01

Sponsored

IXUS ISHARES TR5.9K shares0.29%2026-03-312026-05-01

SPMD SPDR SERIES TRUST8.5K shares-75.15%2026-03-312026-05-01

IWO ISHARES TR1.6K shares-0.50%2026-03-312026-05-01

XLI SELECT SECTOR SPDR TR3.0K shares-72.05%2026-03-312026-05-01

CB CHUBB LTD SWITZ1.5K shares0.07%2026-03-312026-05-01

T AT&T INC16.1K shares-2.20%2026-03-312026-05-01

EXC EXELON CORP9.2K shares90.07%2026-03-312026-05-01

VB VANGUARD INDEX FDS1.7K shares-16.02%2026-03-312026-05-01

Sponsored

CAH CARDINAL HEALTH INC2.1K shares-22.06%2026-03-312026-05-01

COF CAPITAL ONE FINL CORP2.4K shares2.16%2026-03-312026-05-01

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.3K shares0.16%2026-03-312026-05-01

DFAI DIMENSIONAL ETF TRUST11.2K shares0.00%2026-03-312026-05-01

TRV TRAVELERS COMPANIES INC1.5K shares-6.31%2026-03-312026-05-01

VOT VANGUARD INDEX FDS1.7K shares0.12%2026-03-312026-05-01

INTC INTEL CORP9.5K shares7.54%2026-03-312026-05-01

BA BOEING CO2.1K shares-6.21%2026-03-312026-05-01

Sponsored

MAR MARRIOTT INTL INC NEW1.3K shares-5.86%2026-03-312026-05-01

ITW ILLINOIS TOOL WKS INC1.6K shares0.06%2026-03-312026-05-01

VO VANGUARD INDEX FDS1.4K shares20.29%2026-03-312026-05-01

MS MORGAN STANLEY2.5K shares-1.33%2026-03-312026-05-01

WFC WELLS FARGO & CO5.1K shares-11.22%2026-03-312026-05-01

SO SOUTHERN CO4.2K shares0.07%2026-03-312026-05-01

LAM RESEARCH CORP LAM RESEARCH CORP1.7K shares0.00%2026-03-312026-05-01

SCHD SCHWAB STRATEGIC TR12.0K shares14.08%2026-03-312026-05-01

Sponsored

ISHARES GOLD TR ISHARES GOLD TR4.1K shares0.07%2026-03-312026-05-01

DE DEERE & CO628 shares0.00%2026-03-312026-05-01

VIG VANGUARD SPECIALIZED FUNDS1.6K shares-13.42%2026-03-312026-05-01

NUE NUCOR CORP2.0K shares0.00%2026-03-312026-05-01

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.6K shares0.08%2026-03-312026-05-01

ALL ALLSTATE CORP1.6K shares4.31%2026-03-312026-05-01

AVUV AMERICAN CENTY ETF TR3.0K shares0.00%2026-03-312026-05-01

EMR EMERSON ELEC CO2.4K shares0.00%2026-03-312026-05-01

Sponsored

PLTR PALANTIR TECHNOLOGIES INC2.1K shares36.62%2026-03-312026-05-01

TT TRANE TECHNOLOGIES PLC723 shares0.14%2026-03-312026-05-01

VONG VANGUARD SCOTTSDALE FDS2.7K sharesnew addition2026-03-312026-05-01

IVW ISHARES TR2.4K shares-31.10%2026-03-312026-05-01

VCIT VANGUARD SCOTTSDALE FDS3.3K shares-35.47%2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC1.3K shares-0.46%2026-03-312026-05-01

GS GOLDMAN SACHS GROUP INC307 shares7.34%2026-03-312026-05-01

DFAE DIMENSIONAL ETF TRUST7.6K shares0.01%2026-03-312026-05-01

Sponsored

SHOP SHOPIFY INC2.1K shares0.00%2026-03-312026-05-01

AZO AUTOZONE INC75 shares0.00%2026-03-312026-05-01

PEG PUBLIC SVC ENTERPRISE GROUP3.1K shares-0.70%2026-03-312026-05-01

VV VANGUARD INDEX FDS843 shares-29.93%2026-03-312026-05-01

CENCORA INC CENCORA INC778 shares0.00%2026-03-312026-05-01

CACI CACI INTL INC435 shares0.00%2026-03-312026-05-01

BDX BECTON DICKINSON & CO1.5K shares-0.07%2026-03-312026-05-01

QCOM QUALCOMM INC1.7K shares-11.20%2026-03-312026-05-01

Sponsored

BND VANGUARD BD INDEX FDS3.0K shares-69.04%2026-03-312026-05-01

MMM 3M CO1.5K shares-9.00%2026-03-312026-05-01

DVY ISHARES TR1.5K shares3.66%2026-03-312026-05-01

YUM YUM BRANDS INC1.4K shares-0.14%2026-03-312026-05-01

GWW WW GRAINGER INC198 sharesnew addition2026-03-312026-05-01

VONV VANGUARD SCOTTSDALE FDS2.3K sharesnew addition2026-03-312026-05-01

SPHD INVESCO EXCH TRADED FD TR II4.2K shares-45.96%2026-03-312026-05-01

WTRG ESSENTIAL UTILS INC5.2K sharesnew addition2026-03-312026-05-01

Sponsored

HYG ISHARES TR2.6K shares-76.49%2026-03-312026-05-01

MGV VANGUARD WORLD FD1.4K sharesnew addition2026-03-312026-05-01

MTUS METALLUS INC10.0K shares0.00%2026-03-312026-05-01

LNKB LINKBANCORP INC11.0K shares-41.97%2026-03-312026-05-01

EU ENCORE ENERGY CORP15.2K shares0.00%2026-03-312026-05-01

HYPR HYPERFINE INC10.8K shares0.00%2026-03-312026-05-01

VXUS

VANGUARD STAR FDS

1.26%

Shares2.1M

Event2026-03-31

Filed2026-05-01

SPYM

SPDR SERIES TRUST

6.00%

Shares1.8M

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

-4.22%

Shares357.0K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-10.57%

Shares238.1K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

13.30%

Shares176.0K

Event2026-03-31

Filed2026-05-01

SPAB

SPDR SERIES TRUST

-21.42%

Shares2.4M

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

8.39%

Shares316.2K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

9.07%

Shares263.5K

Event2026-03-31

Filed2026-05-01

IUSB

ISHARES TR

10.50%

Shares1.1M

Event2026-03-31

Filed2026-05-01

BROADCOM INC

4.65%

Shares139.5K

Event2026-03-31

Filed2026-05-01