Sponsored

The Analysis of VAUGHAN DAVID INVESTMENTS LLC/IL's Holdings & P&L

Currently, VAUGHAN DAVID INVESTMENTS LLC/IL holds 234 types of securities in its portfolio with a total value $4.7M. In the most recent quarter, they have increased their positions in N/A (+177.3K shares, valued at $63.4K), MSI (+73.9K shares, valued at $32.1K), ADP (+148.0K shares, valued at $30.1K); decreased their positions in N/A (-245.7K shares, valued at $48.5K), ORCL (-201.0K shares, valued at $29.6K), BAH (-348.9K shares, valued at $27.2K); initiated new positions in N/A (+177.3K shares, valued at $63.4K), MSI (+73.9K shares, valued at $32.1K), N/A (+350.8K shares, valued at $16.1K).

1M P&L

+45.6M+1.45%

3M P&L

+661.5K+0.02%

HY P&L

+255.8M+8.71%

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

1Utilities - Regulated Electric371.0K

12.1%

2Software - Infrastructure220.1K

7.2%

3Drug Manufacturers - General119.2K

3.9%

Top Industries by Stock Count

1N/A22 stocks

14.9%

2Utilities - Regulated Electric15 stocks

10.1%

3Drug Manufacturers - General6 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BROADCOM INC BROADCOM INC401.8K shares-3.67%2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP531.9K shares-7.90%2026-03-312026-05-12

MSFT MICROSOFT CORP280.0K shares0.16%2026-03-312026-05-12

JPM JP MORGAN CHASE & CO330.6K shares-0.53%2026-03-312026-05-12

DE DEERE & CO152.1K shares-0.27%2026-03-312026-05-12

ETR ENTERGY CORP704.6K shares-1.19%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON310.1K shares-1.32%2026-03-312026-05-12

ABBVIE INC ABBVIE INC332.6K shares-0.05%2026-03-312026-05-12

Sponsored

ALPHABET INC CL A ALPHABET INC CL A243.9K shares-1.87%2026-03-312026-05-12

CSCO CISCO SYSTEMS INC901.0K shares-0.23%2026-03-312026-05-12

COP CONOCOPHILLIPS522.6K shares-0.04%2026-03-312026-05-12

WMB WILLIAMS COS INC945.2K shares-1.12%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO227.2K shares-1.14%2026-03-312026-05-12

GS GOLDMAN SACHS GROUP INC80.1K shares-0.84%2026-03-312026-05-12

EXXON MOBIL CORPORATION EXXON MOBIL CORPORATION396.5K shares-0.84%2026-03-312026-05-12

CVX CHEVRON CORPORATION324.7K shares-0.60%2026-03-312026-05-12

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC700.8K shares0.70%2026-03-312026-05-12

EATON CORPORATION PLC F EATON CORPORATION PLC F177.3K sharesnew addition2026-03-312026-05-12

AEP AMERICAN ELECTRIC POWER481.3K shares1.14%2026-03-312026-05-12

T AT&T INC2.1M shares1.94%2026-03-312026-05-12

NI NISOURCE INC1.3M shares-0.16%2026-03-312026-05-12

RF REGIONS FINANCIAL CORP2.3M shares-0.40%2026-03-312026-05-12

CHENIERE ENERGY INC CHENIERE ENERGY INC204.9K shares0.52%2026-03-312026-05-12

WEC ENERGY GROUP INC WEC ENERGY GROUP INC497.6K shares2.20%2026-03-312026-05-12

Sponsored

XEL XCEL ENERGY721.1K shares1.46%2026-03-312026-05-12

SO SOUTHERN CO581.4K shares-0.71%2026-03-312026-05-12

LNT ALLIANT ENERGY CORP780.0K shares1.30%2026-03-312026-05-12

HON HONEYWELL INTERNATL INC246.5K shares1.17%2026-03-312026-05-12

DUKE ENERGY HOLDING CORP DUKE ENERGY HOLDING CORP424.8K shares0.89%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP91.1K shares-1.40%2026-03-312026-05-12

ALL ALLSTATE CORP264.7K shares0.87%2026-03-312026-05-12

LECO LINCOLN ELECTRIC HOLDINGS INC218.1K shares-1.05%2026-03-312026-05-12

Sponsored

CITIGROUP INC CITIGROUP INC472.5K shares0.78%2026-03-312026-05-12

BLACKROCK INC BLACKROCK INC54.5K shares1.98%2026-03-312026-05-12

DTE DTE ENERGY COMPANY355.2K shares0.34%2026-03-312026-05-12

PM PHILIP MORRIS INTL314.1K shares0.58%2026-03-312026-05-12

APOLLO GLOBAL MANAGEMENT LLC APOLLO GLOBAL MANAGEMENT LLC463.8K shares1.98%2026-03-312026-05-12

RGA REINSURANCE GROUP OF AMERICA INC251.1K shares1.92%2026-03-312026-05-12

VERIZON COMMUNICATIONS VERIZON COMMUNICATIONS1.0M shares-0.06%2026-03-312026-05-12

ASTRAZENECA PLC ASTRAZENECA PLC257.8K shares-48.79%2026-03-312026-05-12

Sponsored

S&P GLOBAL INC S&P GLOBAL INC119.2K shares3.97%2026-03-312026-05-12

MERCK AND CO INC NEW MERCK AND CO INC NEW414.5K shares0.12%2026-03-312026-05-12

KO COCA COLA CO636.4K shares-0.03%2026-03-312026-05-12

PEP PEPSICO INC305.0K shares0.81%2026-03-312026-05-12

RMD RESMED INC209.7K shares2.32%2026-03-312026-05-12

CAT CATERPILLAR INC66.0K shares-6.85%2026-03-312026-05-12

EOG EOG RESOURCES INC318.3K shares1.49%2026-03-312026-05-12

WM WASTE MANAGEMENT INC200.0K shares2.07%2026-03-312026-05-12

Sponsored

ICE INTERCONTINENTIAL EXCHANGE INC290.2K shares2.07%2026-03-312026-05-12

MMC MARSH & MCLENNAN COS261.4K shares3.36%2026-03-312026-05-12

PG PROCTER & GAMBLE CO307.0K shares0.54%2026-03-312026-05-12

SCI SERVICE CORP INTL535.2K shares0.88%2026-03-312026-05-12

ABT ABBOTT LABORATORIES426.9K shares2.28%2026-03-312026-05-12

USB US BANCORP841.5K shares0.08%2026-03-312026-05-12

CNP CENTERPOINT ENERGY984.9K shares38.59%2026-03-312026-05-12

UNH UNITEDHEALTH GROUP156.8K shares3.97%2026-03-312026-05-12

Sponsored

HD HOME DEPOT INC127.7K shares0.95%2026-03-312026-05-12

SLB SCHLUMBERGER LTD817.4K shares0.30%2026-03-312026-05-12

CIGNA GROUP CIGNA GROUP152.1K shares4.40%2026-03-312026-05-12

APD AIR PRODS & CHEMS INC139.2K shares2.40%2026-03-312026-05-12

ISHARES CORE DIVIDEND GROWTH ETF ISHARES CORE DIVIDEND GROWTH ETF566.6K shares-0.40%2026-03-312026-05-12

GILD GILEAD SCIENCES284.5K shares3.30%2026-03-312026-05-12

CONSTELLATION ENERGY CORP CONSTELLATION ENERGY CORP138.5K shares-3.64%2026-03-312026-05-12

TARGET CORP TARGET CORP309.7K shares0.80%2026-03-312026-05-12

Sponsored

OMC OMNICOM GROUP486.6K shares3.02%2026-03-312026-05-12

SCHD SCHWAB US DVD EQUITY ETF1.2M shares-2.54%2026-03-312026-05-12

SYY SYSCO CORP498.0K shares0.99%2026-03-312026-05-12

MEDTRONIC PLC MEDTRONIC PLC407.3K shares2.05%2026-03-312026-05-12

UPS UNITED PARCEL SERVICE B357.9K shares3.97%2026-03-312026-05-12

DIS THE WALT DISNEY CO363.8K shares2.95%2026-03-312026-05-12

MDLZ MONDELEZ INTL INC603.7K shares3.55%2026-03-312026-05-12

GPC GENUINE PARTS CO328.8K shares1.81%2026-03-312026-05-12

Sponsored

ORCL ORACLE CORP234.6K shares-46.15%2026-03-312026-05-12

ADP AUTOMATIC DATA PROCESSING164.4K shares901.22%2026-03-312026-05-12

SIEGY SIEMENS AG-SPONS ADR272.5K shares4.05%2026-03-312026-05-12

PPG PPG INDUSTRIES INC303.9K shares2.89%2026-03-312026-05-12

MSI MOTOROLA SOLUTIONS INC73.9K sharesnew addition2026-03-312026-05-12

CRM SALESFORCE INC171.2K shares8.94%2026-03-312026-05-12

AMDOCS LTD AMDOCS LTD487.8K shares5.34%2026-03-312026-05-12

ACCENTURE PLC-CL A ACCENTURE PLC-CL A154.4K shares7.28%2026-03-312026-05-12

Sponsored

KMB KIMBERLY CLARK CORP316.7K shares5.70%2026-03-312026-05-12

CVS CVS HEALTH CORP422.3K shares1.66%2026-03-312026-05-12

PGR PROGRESSIVE CORP144.8K shares27.08%2026-03-312026-05-12

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC189.1K shares6.80%2026-03-312026-05-12

ZOETIS INC ZOETIS INC237.6K shares9.31%2026-03-312026-05-12

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF131.0K shares33.81%2026-03-312026-05-12

TXN TEXAS INSTRUMENTS INC94.4K shares-1.36%2026-03-312026-05-12

AMGN AMGEN INC50.7K shares-4.16%2026-03-312026-05-12

Sponsored

RLI RLI CORP282.5K shares1.07%2026-03-312026-05-12

UTILITIES SELECT SECTOR SPDR UTILITIES SELECT SECTOR SPDR350.8K sharesnew addition2026-03-312026-05-12

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP31.7K shares-1.86%2026-03-312026-05-12

PNC PNC FINANCIAL SERVICES GROUP48.9K shares-2.77%2026-03-312026-05-12

INVESCO BULLETSHARES 2027 CORP BOND INVESCO BULLETSHARES 2027 CORP BOND499.4K shares6.23%2026-03-312026-05-12

FINANCIAL SELECT SECTOR SPDR FINANCIAL SELECT SECTOR SPDR189.6K shares-1.77%2026-03-312026-05-12

INVESCO BULLETSHARES 2028 CORP BOND INVESCO BULLETSHARES 2028 CORP BOND452.2K shares4.03%2026-03-312026-05-12

AAPL APPLE INC35.7K shares12.96%2026-03-312026-05-12

Sponsored

INVESCO BULLETSHARES 2029 CORP BOND INVESCO BULLETSHARES 2029 CORP BOND482.5K shares5.53%2026-03-312026-05-12

INVESCO BULLETSHARES 2030 CORP BOND INVESCO BULLETSHARES 2030 CORP BOND466.5K shares11.55%2026-03-312026-05-12

BRO BROWN & BROWN INC113.4K shares0.00%2026-03-312026-05-12

INVESCO BULLETSHARES 2031 CORP BOND INVESCO BULLETSHARES 2031 CORP BOND345.7K shares25.43%2026-03-312026-05-12

COF CAPITAL ONE FINANCIAL CORP29.8K shares0.00%2026-03-312026-05-12

COMMUNICATION SERV SEL SEC SPDR ETF COMMUNICATION SERV SEL SEC SPDR ETF47.1K shares-0.13%2026-03-312026-05-12

HEALTH CARE SELECT SECTOR SPDR HEALTH CARE SELECT SECTOR SPDR34.9K shares-0.29%2026-03-312026-05-12

INVESCO BULLETSHARES 2026 CORP BOND INVESCO BULLETSHARES 2026 CORP BOND252.7K shares-2.01%2026-03-312026-05-12

Sponsored

FE FIRSTENERGY CORP87.4K shares-11.22%2026-03-312026-05-12

QCOM QUALCOMM INC33.7K shares-2.46%2026-03-312026-05-12

DT MIDSTREAM INC DT MIDSTREAM INC30.0K shares0.42%2026-03-312026-05-12

EXC EXELON CORPORATION80.7K shares-4.76%2026-03-312026-05-12

INDUSTRIAL SELECT SECTOR SPDR INDUSTRIAL SELECT SECTOR SPDR24.2K shares6.96%2026-03-312026-05-12

TECHNOLOGY SELECT SECTOR SPDR TECHNOLOGY SELECT SECTOR SPDR28.9K shares-6.39%2026-03-312026-05-12

WMT WALMART INC30.2K shares-0.20%2026-03-312026-05-12

NSC NORFOLK SOUTHERN CORP12.8K shares-2.77%2026-03-312026-05-12

Sponsored

RPM RPM INTERNATIONAL INC33.6K shares-3.72%2026-03-312026-05-12

SOLSTICE ADV MATERIALS INC SOLSTICE ADV MATERIALS INC42.9K shares-26.58%2026-03-312026-05-12

EVERSOURCE ENERGY EVERSOURCE ENERGY43.4K shares-3.05%2026-03-312026-05-12

LLY ELI LILLY & CO3.2K shares44.90%2026-03-312026-05-12

D DOMINION ENERGY INC44.0K shares-76.65%2026-03-312026-05-12

SCHW CHARLES SCHWAB CORP28.1K shares-0.88%2026-03-312026-05-12

BAH BOOZ ALLEN HAMILTON HOLDING CORP31.7K shares-91.67%2026-03-312026-05-12

SPDR GOLD MINISHARES TRUST ETF SPDR GOLD MINISHARES TRUST ETF26.6K sharesnew addition2026-03-312026-05-12

Sponsored

BP BP PLC-SPONS ADR51.7K shares-0.15%2026-03-312026-05-12

GIS GENERAL MILLS INC63.8K shares-24.46%2026-03-312026-05-12

ENERGY SELECT SECTOR SPDR ENERGY SELECT SECTOR SPDR37.0K shares20.33%2026-03-312026-05-12

ED CONSOLIDATED EDISON INC19.8K shares-0.50%2026-03-312026-05-12

INTC INTEL CORPORATION50.0K shares-0.60%2026-03-312026-05-12

BERKSHIRE HATHAWAY CL B BERKSHIRE HATHAWAY CL B4.4K shares-13.14%2026-03-312026-05-12

IBM INTL BUSINESS MACHINES CORP8.6K shares-4.29%2026-03-312026-05-12

NVIDIA CORP NVIDIA CORP11.3K shares-6.29%2026-03-312026-05-12

Sponsored

MCD MCDONALDS CORPORATION6.1K shares5.16%2026-03-312026-05-12

COST COSTCO WHOLESALE CORP1.9K shares-3.02%2026-03-312026-05-12

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC6.0K shares-1.78%2026-03-312026-05-12

MKC MCCORMICK & CO INC33.9K shares-1.35%2026-03-312026-05-12

SPDR S&P 500 ETF TRUST SPDR S&P 500 ETF TRUST2.6K shares-23.32%2026-03-312026-05-12

AMZN AMAZON.COM INC7.8K shares0.19%2026-03-312026-05-12

FIRST TRUST ENHA SHORT MATURITY ETF FIRST TRUST ENHA SHORT MATURITY ETF25.0K shares0.00%2026-03-312026-05-12

ALPHABET INC CL C ALPHABET INC CL C5.1K shares0.00%2026-03-312026-05-12

Sponsored

LOW LOWES COS INC5.9K shares-0.07%2026-03-312026-05-12

SYK STRYKER CORP4.1K shares0.00%2026-03-312026-05-12

CSX CSX CORP29.9K shares0.00%2026-03-312026-05-12

VTV VANGUARD VALUE ETF6.1K shares-3.76%2026-03-312026-05-12

AIG AMERICAN INTERNATIONAL GRP15.9K shares-7.83%2026-03-312026-05-12

BK BANK OF NEW YORK MELLON CORP9.9K shares0.00%2026-03-312026-05-12

SBUX STARBUCKS CORP12.9K shares7.49%2026-03-312026-05-12

META PLATFORMS INC CL A META PLATFORMS INC CL A2.0K shares-3.93%2026-03-312026-05-12

Sponsored

ENBRIDGE INC ENBRIDGE INC20.3K shares-7.02%2026-03-312026-05-12

CBSH COMMERCE BANCSHARES INC21.8K shares0.12%2026-03-312026-05-12

POR PORTLAND GENERAL ELECTRIC CO20.0K shares0.00%2026-03-312026-05-12

SPDR S&P MIDCAP 400 ETF SPDR S&P MIDCAP 400 ETF1.6K shares0.00%2026-03-312026-05-12

BLACKSTONE INC BLACKSTONE INC8.4K shares-6.43%2026-03-312026-05-12

SPDR GOLD TRUST SPDR GOLD TRUST2.2K shares-0.46%2026-03-312026-05-12

AEE AMEREN CORPORATION8.3K shares-0.04%2026-03-312026-05-12

VIG VANGUARD DIVIDEND APPRECIATION ETF4.2K shares-0.26%2026-03-312026-05-12

Sponsored

INVESCO QQQ TRUST SERIES 1 INVESCO QQQ TRUST SERIES 11.5K shares3.18%2026-03-312026-05-12

AMAT APPLIED MATERIALS INC2.4K shares0.00%2026-03-312026-05-12

VISA INC CLASS A SHARES VISA INC CLASS A SHARES2.7K shares57.22%2026-03-312026-05-12

3M COMPANY 3M COMPANY5.6K shares19.14%2026-03-312026-05-12

UNP UNION PACIFIC CORP3.1K shares0.16%2026-03-312026-05-12

PHILLIPS EDISON & CO INC PHILLIPS EDISON & CO INC19.9K shares0.00%2026-03-312026-05-12

BRK.A BERKSHIRE HATHAWAY CL A1 shares0.00%2026-03-312026-05-12

DRI DARDEN RESTAURANTS INC3.6K shares0.00%2026-03-312026-05-12

Sponsored

CONSUMER STAPLES SELECT SECTOR SPDR CONSUMER STAPLES SELECT SECTOR SPDR8.1K shares-14.93%2026-03-312026-05-12

WSM WILLIAMS SONOMA3.6K shares0.00%2026-03-312026-05-12

VANECK VECTORS SEMICONDUCTOR VANECK VECTORS SEMICONDUCTOR1.7K shares-10.01%2026-03-312026-05-12

NOC NORTHROP GRUMMAN CORP943 shares-17.50%2026-03-312026-05-12

SHEL SHELL PLC ADR6.8K shares-4.21%2026-03-312026-05-12

SS SPDR DOW JONES INDUS AVG SS SPDR DOW JONES INDUS AVG1.4K shares0.00%2026-03-312026-05-12

BE BLOOM ENERGY CORP4.5K sharesnew addition2026-03-312026-05-12

MU MICRON TECHNOLOGY INC1.8K shares-5.52%2026-03-312026-05-12

Sponsored

VWO VANGUARD FTSE EMERGING MARKETS ETF11.0K shares-0.90%2026-03-312026-05-12

PSX PHILLIPS 663.2K shares-0.19%2026-03-312026-05-12

GENERAL ELECTRIC CO GENERAL ELECTRIC CO2.1K shares0.00%2026-03-312026-05-12

AFL AFLAC INC5.0K shares0.00%2026-03-312026-05-12

O'REILLY AUTOMOTIVE INC O'REILLY AUTOMOTIVE INC5.8K shares0.00%2026-03-312026-05-12

IWP ISHARES RUSSELL MIDCAP GROWTH ETF4.0K shares-2.57%2026-03-312026-05-12

GE VERNOVA INC GE VERNOVA INC578 shares-0.17%2026-03-312026-05-12

OGE OGE ENERGY CORP9.9K shares0.00%2026-03-312026-05-12

Sponsored

FHN FIRST HORIZON CORP20.1K shares0.00%2026-03-312026-05-12

TRANE TECHNOLOGIES PLC TRANE TECHNOLOGIES PLC1.1K sharesnew addition2026-03-312026-05-12

TRUIST FINANCIAL CORP TRUIST FINANCIAL CORP9.6K shares-12.55%2026-03-312026-05-12

EMR EMERSON ELECTRIC CO3.4K shares0.00%2026-03-312026-05-12

SCHV SCHWAB US LARGE CAP VAL14.4K shares2.60%2026-03-312026-05-12

BMY BRISTOL MYERS SQUIBB CO7.2K shares1.48%2026-03-312026-05-12

PFE PFIZER INC14.3K shares15.00%2026-03-312026-05-12

EIX EDISON INTERNATIONAL5.5K shares0.00%2026-03-312026-05-12

Sponsored

BA BOEING CO1.9K shares-0.75%2026-03-312026-05-12

CL COLGATE PALMOLIVE CO4.3K shares-4.41%2026-03-312026-05-12

IWS ISHARES RUSSELL MIDCAP VALUE ETF2.5K shares0.00%2026-03-312026-05-12

PWR QUANTA SERVICES INC665 shares0.00%2026-03-312026-05-12

ISRG INTUITIVE SURGICAL INC773 shares0.00%2026-03-312026-05-12

ITW ILLINOIS TOOL WORKS1.3K shares0.00%2026-03-312026-05-12

FCX FREEPORT MCMORAN INC5.8K shares1.31%2026-03-312026-05-12

ISHARES 0-5 YEAR TIPS BOND ISHARES 0-5 YEAR TIPS BOND3.2K shares0.00%2026-03-312026-05-12

Sponsored

EVERGY INC EVERGY INC4.0K shares-11.59%2026-03-312026-05-12

SHW SHERWIN WILLIAMS CO995 shares0.00%2026-03-312026-05-12

MCK MCKESSON CORPORATION366 shares0.00%2026-03-312026-05-12

IWO ISHARES RUSSELL 2000 GROWTH ETF1.0K shares0.00%2026-03-312026-05-12

IWR ISHARES RUSSELL MIDCAP ETF3.2K shares0.00%2026-03-312026-05-12

VUG VANGUARD GROWTH ETF698 shares0.00%2026-03-312026-05-12

BAC BANK OF AMERICA CORP6.2K shares-0.32%2026-03-312026-05-12

VANECK VECTORS FALLEN ANGEL HIGH YI VANECK VECTORS FALLEN ANGEL HIGH YI10.4K shares0.00%2026-03-312026-05-12

Sponsored

SRE SEMPRA3.0K shares0.00%2026-03-312026-05-12

HSY THE HERSHEY COMPANY1.4K shares-0.29%2026-03-312026-05-12

CMCSA COMCAST CORP CLASS A9.9K shares-25.30%2026-03-312026-05-12

SCHG SCHWAB US LARGE GROWTH ETF9.7K shares0.09%2026-03-312026-05-12

WFC WELLS FARGO & COMPANY3.5K shares0.03%2026-03-312026-05-12

TESLA INC TESLA INC729 shares0.00%2026-03-312026-05-12

TECHNIPFMC PLC TECHNIPFMC PLC3.9K shares-31.58%2026-03-312026-05-12

MASTERCARD INC MASTERCARD INC535 shares0.00%2026-03-312026-05-12

Sponsored

VANECK OIL REFINERS ETF VANECK OIL REFINERS ETF5.4K shares0.00%2026-03-312026-05-12

CASY CASEYS GEN STORES COM352 sharesnew addition2026-03-312026-05-12

EBAY EBAY INC2.8K shares0.00%2026-03-312026-05-12

YUM YUM! BRANDS INC1.6K shares0.00%2026-03-312026-05-12

VANGUARD SHORT-TERM CORPORATE ETF VANGUARD SHORT-TERM CORPORATE ETF3.1K shares0.00%2026-03-312026-05-12

WDC WESTERN DIGITAL CORP902 sharesnew addition2026-03-312026-05-12

RTX CORP RTX CORP1.2K shares0.00%2026-03-312026-05-12

EPD ENTERPRISE PRODUCTS6.1K sharesnew addition2026-03-312026-05-12

Sponsored

IVE ISHARES S&P500 VALUE INDEX ETF1.1K shares0.00%2026-03-312026-05-12

ADM ARCHER DANIELS MIDLAND3.2K shares-17.04%2026-03-312026-05-12

NESTLE SA SPONSORED ADR NESTLE SA SPONSORED ADR2.3K shares9.91%2026-03-312026-05-12

NFG NATIONAL FUEL GAS CO2.4K sharesnew addition2026-03-312026-05-12

IWD ISHARES TR RUSSELL 1000 VALUE ETF1.1K shares0.00%2026-03-312026-05-12

T ROWE PRICE ASSOCIATES T ROWE PRICE ASSOCIATES2.5K shares-2.79%2026-03-312026-05-12

TC ENERGY CORP TC ENERGY CORP3.5K sharesnew addition2026-03-312026-05-12

GLW CORNING INC1.6K sharesnew addition2026-03-312026-05-12

Sponsored

XLY CONSUMER DISC SELECT SECTOR SPDR2.0K shares0.00%2026-03-312026-05-12

SCHZ SCHWAB US AGGREGATE BOND ETF9.5K shares0.00%2026-03-312026-05-12

IWM ISHARES RUSSELL 2000 ETF854 sharesnew addition2026-03-312026-05-12

WBD WARNER BROS DISCOVERY INC7.7K shares-27.85%2026-03-312026-05-12

IVV ISHARES CORE S&P 500 ETF322 shares-47.98%2026-03-312026-05-12

CMI CUMMINS INC384 sharesnew addition2026-03-312026-05-12

VBR VANGUARD SMALL CAP VALUE ETF952 shares-11.77%2026-03-312026-05-12

EVT EATON VANCE TX ADV DV IN8.4K sharesnew addition2026-03-312026-05-12

Sponsored

VTI VANGUARD TOTAL STOCK MKT ETF641 shares-7.64%2026-03-312026-05-12

ABCELLERA BIOLOGICS INC ABCELLERA BIOLOGICS INC10.0K sharesnew addition2026-03-312026-05-12

BROADCOM INC

-3.67%

Shares401.8K

Event2026-03-31

Filed2026-05-12

LAM RESEARCH CORP

-7.90%

Shares531.9K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

0.16%

Shares280.0K

Event2026-03-31

Filed2026-05-12

JPM

JP MORGAN CHASE & CO

-0.53%

Shares330.6K

Event2026-03-31

Filed2026-05-12

DEERE & CO

-0.27%

Shares152.1K

Event2026-03-31

Filed2026-05-12

ETR

ENTERGY CORP

-1.19%

Shares704.6K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

-1.32%

Shares310.1K

Event2026-03-31

Filed2026-05-12

ABBVIE INC

-0.05%

Shares332.6K

Event2026-03-31

Filed2026-05-12

ALPHABET INC CL A

-1.87%

Shares243.9K

Event2026-03-31

Filed2026-05-12

CSCO

CISCO SYSTEMS INC

-0.23%

Shares901.0K

Event2026-03-31

Filed2026-05-12

COP

CONOCOPHILLIPS

-0.04%

Shares522.6K

Event2026-03-31

Filed2026-05-12

WMB

WILLIAMS COS INC

-1.12%

Shares945.2K

Event2026-03-31

Filed2026-05-12

AXP

AMERICAN EXPRESS CO

-1.14%

Shares227.2K

Event2026-03-31

Filed2026-05-12

GOLDMAN SACHS GROUP INC

-0.84%

Shares80.1K

Event2026-03-31

Filed2026-05-12

EXXON MOBIL CORPORATION

-0.84%

Shares396.5K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

-0.60%

Shares324.7K

Event2026-03-31

Filed2026-05-12

NEXTERA ENERGY INC

0.70%

Shares700.8K

Event2026-03-31

Filed2026-05-12

EATON CORPORATION PLC F

New

Shares177.3K

Event2026-03-31

Filed2026-05-12

AEP

AMERICAN ELECTRIC POWER

1.14%

Shares481.3K

Event2026-03-31

Filed2026-05-12

AT&T INC

1.94%

Shares2.1M

Event2026-03-31

Filed2026-05-12

NISOURCE INC

-0.16%

Shares1.3M

Event2026-03-31

Filed2026-05-12

REGIONS FINANCIAL CORP

-0.40%

Shares2.3M

Event2026-03-31

Filed2026-05-12

CHENIERE ENERGY INC

0.52%

Shares204.9K

Event2026-03-31

Filed2026-05-12

WEC ENERGY GROUP INC

2.20%

Shares497.6K

Event2026-03-31

Filed2026-05-12

XEL

XCEL ENERGY

1.46%

Shares721.1K

Event2026-03-31

Filed2026-05-12

SOUTHERN CO

-0.71%

Shares581.4K

Event2026-03-31

Filed2026-05-12

LNT

ALLIANT ENERGY CORP

1.30%

Shares780.0K

Event2026-03-31

Filed2026-05-12

HON

HONEYWELL INTERNATL INC

1.17%

Shares246.5K

Event2026-03-31

Filed2026-05-12

DUKE ENERGY HOLDING CORP

0.89%

Shares424.8K

Event2026-03-31

Filed2026-05-12

LMT

LOCKHEED MARTIN CORP

-1.40%

Shares91.1K

Event2026-03-31

Filed2026-05-12

ALL

ALLSTATE CORP

0.87%

Shares264.7K

Event2026-03-31

Filed2026-05-12

LECO

LINCOLN ELECTRIC HOLDINGS INC

-1.05%

Shares218.1K

Event2026-03-31

Filed2026-05-12

CITIGROUP INC

0.78%

Shares472.5K

Event2026-03-31

Filed2026-05-12

BLACKROCK INC

1.98%

Shares54.5K

Event2026-03-31

Filed2026-05-12

DTE

DTE ENERGY COMPANY

0.34%

Shares355.2K

Event2026-03-31

Filed2026-05-12

PHILIP MORRIS INTL

0.58%

Shares314.1K

Event2026-03-31

Filed2026-05-12

APOLLO GLOBAL MANAGEMENT LLC

1.98%

Shares463.8K

Event2026-03-31

Filed2026-05-12

RGA

REINSURANCE GROUP OF AMERICA INC

1.92%

Shares251.1K

Event2026-03-31

Filed2026-05-12

VERIZON COMMUNICATIONS

-0.06%

Shares1.0M

Event2026-03-31

Filed2026-05-12

ASTRAZENECA PLC

-48.79%

Shares257.8K

Event2026-03-31

Filed2026-05-12

S&P GLOBAL INC

3.97%

Shares119.2K

Event2026-03-31

Filed2026-05-12

MERCK AND CO INC NEW

0.12%

Shares414.5K

Event2026-03-31

Filed2026-05-12

COCA COLA CO

-0.03%

Shares636.4K

Event2026-03-31

Filed2026-05-12

PEP

PEPSICO INC

0.81%

Shares305.0K

Event2026-03-31

Filed2026-05-12

RMD

RESMED INC

2.32%

Shares209.7K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

-6.85%

Shares66.0K

Event2026-03-31

Filed2026-05-12

EOG

EOG RESOURCES INC

1.49%

Shares318.3K

Event2026-03-31

Filed2026-05-12

WASTE MANAGEMENT INC

2.07%

Shares200.0K

Event2026-03-31

Filed2026-05-12

ICE

INTERCONTINENTIAL EXCHANGE INC

2.07%

Shares290.2K

Event2026-03-31

Filed2026-05-12

MMC

MARSH & MCLENNAN COS

3.36%

Shares261.4K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

0.54%

Shares307.0K

Event2026-03-31

Filed2026-05-12

SCI

SERVICE CORP INTL

0.88%

Shares535.2K

Event2026-03-31

Filed2026-05-12

ABT

ABBOTT LABORATORIES

2.28%

Shares426.9K

Event2026-03-31

Filed2026-05-12

USB

US BANCORP

0.08%

Shares841.5K

Event2026-03-31

Filed2026-05-12

CNP

CENTERPOINT ENERGY

38.59%

Shares984.9K

Event2026-03-31

Filed2026-05-12

UNH

UNITEDHEALTH GROUP

3.97%

Shares156.8K

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

0.95%

Shares127.7K

Event2026-03-31

Filed2026-05-12

SLB

SCHLUMBERGER LTD

0.30%

Shares817.4K

Event2026-03-31

Filed2026-05-12

CIGNA GROUP

4.40%

Shares152.1K

Event2026-03-31

Filed2026-05-12

APD

AIR PRODS & CHEMS INC

2.40%

Shares139.2K

Event2026-03-31

Filed2026-05-12

ISHARES CORE DIVIDEND GROWTH ETF

-0.40%

Shares566.6K

Event2026-03-31

Filed2026-05-12

GILD

GILEAD SCIENCES

3.30%

Shares284.5K

Event2026-03-31

Filed2026-05-12

CONSTELLATION ENERGY CORP

-3.64%

Shares138.5K

Event2026-03-31

Filed2026-05-12

TARGET CORP

0.80%

Shares309.7K

Event2026-03-31

Filed2026-05-12

OMC

OMNICOM GROUP

3.02%

Shares486.6K

Event2026-03-31

Filed2026-05-12

SCHD

SCHWAB US DVD EQUITY ETF

-2.54%

Shares1.2M

Event2026-03-31

Filed2026-05-12

SYY

SYSCO CORP

0.99%

Shares498.0K

Event2026-03-31

Filed2026-05-12

MEDTRONIC PLC

2.05%

Shares407.3K

Event2026-03-31

Filed2026-05-12

UPS

UNITED PARCEL SERVICE B

3.97%

Shares357.9K

Event2026-03-31

Filed2026-05-12

DIS

THE WALT DISNEY CO

2.95%

Shares363.8K

Event2026-03-31

Filed2026-05-12

MDLZ

MONDELEZ INTL INC

3.55%

Shares603.7K

Event2026-03-31

Filed2026-05-12

GPC

GENUINE PARTS CO

1.81%

Shares328.8K

Event2026-03-31

Filed2026-05-12

ORCL

ORACLE CORP

-46.15%

Shares234.6K

Event2026-03-31

Filed2026-05-12

ADP

AUTOMATIC DATA PROCESSING

901.22%

Shares164.4K

Event2026-03-31

Filed2026-05-12

SIEGY

SIEMENS AG-SPONS ADR

4.05%

Shares272.5K

Event2026-03-31

Filed2026-05-12

PPG

PPG INDUSTRIES INC

2.89%

Shares303.9K

Event2026-03-31

Filed2026-05-12

MSI

MOTOROLA SOLUTIONS INC

New

Shares73.9K

Event2026-03-31

Filed2026-05-12

CRM

SALESFORCE INC

8.94%

Shares171.2K

Event2026-03-31

Filed2026-05-12

AMDOCS LTD

5.34%

Shares487.8K

Event2026-03-31

Filed2026-05-12

ACCENTURE PLC-CL A

7.28%

Shares154.4K

Event2026-03-31

Filed2026-05-12

KMB

KIMBERLY CLARK CORP

5.70%

Shares316.7K

Event2026-03-31

Filed2026-05-12

CVS

CVS HEALTH CORP

1.66%

Shares422.3K

Event2026-03-31

Filed2026-05-12

PGR

PROGRESSIVE CORP

27.08%

Shares144.8K

Event2026-03-31

Filed2026-05-12

CONSTELLATION BRANDS INC

6.80%

Shares189.1K

Event2026-03-31

Filed2026-05-12

ZOETIS INC

9.31%

Shares237.6K

Event2026-03-31

Filed2026-05-12

INVESCO S&P 500 EQUAL WEIGHT ETF

33.81%

Shares131.0K

Event2026-03-31

Filed2026-05-12

TXN

TEXAS INSTRUMENTS INC

-1.36%

Shares94.4K

Event2026-03-31

Filed2026-05-12

AMGN

AMGEN INC

-4.16%

Shares50.7K

Event2026-03-31

Filed2026-05-12

RLI

RLI CORP

1.07%

Shares282.5K

Event2026-03-31

Filed2026-05-12

UTILITIES SELECT SECTOR SPDR

New

Shares350.8K

Event2026-03-31

Filed2026-05-12

GENERAL DYNAMICS CORP

-1.86%

Shares31.7K

Event2026-03-31

Filed2026-05-12

PNC

PNC FINANCIAL SERVICES GROUP

-2.77%

Shares48.9K

Event2026-03-31

Filed2026-05-12

INVESCO BULLETSHARES 2027 CORP BOND

6.23%

Shares499.4K

Event2026-03-31

Filed2026-05-12

FINANCIAL SELECT SECTOR SPDR

-1.77%

Shares189.6K

Event2026-03-31

Filed2026-05-12

INVESCO BULLETSHARES 2028 CORP BOND

4.03%

Shares452.2K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

12.96%

Shares35.7K

Event2026-03-31

Filed2026-05-12

INVESCO BULLETSHARES 2029 CORP BOND

5.53%

Shares482.5K

Event2026-03-31

Filed2026-05-12

INVESCO BULLETSHARES 2030 CORP BOND

11.55%

Shares466.5K

Event2026-03-31

Filed2026-05-12

BRO

BROWN & BROWN INC

0.00%

Shares113.4K

Event2026-03-31

Filed2026-05-12

INVESCO BULLETSHARES 2031 CORP BOND

25.43%

Shares345.7K

Event2026-03-31

Filed2026-05-12

COF

CAPITAL ONE FINANCIAL CORP

0.00%

Shares29.8K

Event2026-03-31

Filed2026-05-12

COMMUNICATION SERV SEL SEC SPDR ETF

-0.13%

Shares47.1K

Event2026-03-31

Filed2026-05-12

HEALTH CARE SELECT SECTOR SPDR

-0.29%

Shares34.9K

Event2026-03-31

Filed2026-05-12

INVESCO BULLETSHARES 2026 CORP BOND

-2.01%

Shares252.7K

Event2026-03-31

Filed2026-05-12

FIRSTENERGY CORP

-11.22%

Shares87.4K

Event2026-03-31

Filed2026-05-12

QCOM

QUALCOMM INC

-2.46%

Shares33.7K

Event2026-03-31

Filed2026-05-12

DT MIDSTREAM INC

0.42%

Shares30.0K

Event2026-03-31

Filed2026-05-12

EXC

EXELON CORPORATION

-4.76%

Shares80.7K

Event2026-03-31

Filed2026-05-12

INDUSTRIAL SELECT SECTOR SPDR

6.96%

Shares24.2K

Event2026-03-31

Filed2026-05-12

TECHNOLOGY SELECT SECTOR SPDR

-6.39%

Shares28.9K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

-0.20%

Shares30.2K

Event2026-03-31

Filed2026-05-12

NSC

NORFOLK SOUTHERN CORP

-2.77%

Shares12.8K

Event2026-03-31

Filed2026-05-12

RPM

RPM INTERNATIONAL INC

-3.72%

Shares33.6K

Event2026-03-31

Filed2026-05-12

SOLSTICE ADV MATERIALS INC

-26.58%

Shares42.9K

Event2026-03-31

Filed2026-05-12

EVERSOURCE ENERGY

-3.05%

Shares43.4K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

44.90%

Shares3.2K

Event2026-03-31

Filed2026-05-12

DOMINION ENERGY INC

-76.65%

Shares44.0K

Event2026-03-31

Filed2026-05-12

SCHW

CHARLES SCHWAB CORP

-0.88%

Shares28.1K

Event2026-03-31

Filed2026-05-12

BAH

BOOZ ALLEN HAMILTON HOLDING CORP

-91.67%

Shares31.7K

Event2026-03-31

Filed2026-05-12

SPDR GOLD MINISHARES TRUST ETF

New

Shares26.6K

Event2026-03-31

Filed2026-05-12

BP PLC-SPONS ADR

-0.15%

Shares51.7K

Event2026-03-31

Filed2026-05-12

GIS

GENERAL MILLS INC

-24.46%

Shares63.8K

Event2026-03-31

Filed2026-05-12

ENERGY SELECT SECTOR SPDR

20.33%

Shares37.0K

Event2026-03-31

Filed2026-05-12

CONSOLIDATED EDISON INC

-0.50%

Shares19.8K

Event2026-03-31

Filed2026-05-12

INTC

INTEL CORPORATION

-0.60%

Shares50.0K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY CL B

-13.14%

Shares4.4K

Event2026-03-31

Filed2026-05-12

IBM

INTL BUSINESS MACHINES CORP

-4.29%

Shares8.6K

Event2026-03-31

Filed2026-05-12

NVIDIA CORP

-6.29%

Shares11.3K

Event2026-03-31

Filed2026-05-12

MCD

MCDONALDS CORPORATION

5.16%

Shares6.1K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORP

-3.02%

Shares1.9K

Event2026-03-31

Filed2026-05-12

TRAVELERS COMPANIES INC

-1.78%

Shares6.0K

Event2026-03-31

Filed2026-05-12

MKC

MCCORMICK & CO INC

-1.35%

Shares33.9K

Event2026-03-31

Filed2026-05-12

SPDR S&P 500 ETF TRUST

-23.32%

Shares2.6K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON.COM INC

0.19%

Shares7.8K

Event2026-03-31

Filed2026-05-12

FIRST TRUST ENHA SHORT MATURITY ETF

0.00%

Shares25.0K

Event2026-03-31

Filed2026-05-12

ALPHABET INC CL C

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-12

LOW

LOWES COS INC

-0.07%

Shares5.9K

Event2026-03-31

Filed2026-05-12

SYK

STRYKER CORP

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-12

CSX

CSX CORP

0.00%

Shares29.9K

Event2026-03-31

Filed2026-05-12

VTV

VANGUARD VALUE ETF

-3.76%

Shares6.1K

Event2026-03-31

Filed2026-05-12

AIG

AMERICAN INTERNATIONAL GRP

-7.83%

Shares15.9K

Event2026-03-31

Filed2026-05-12

BANK OF NEW YORK MELLON CORP

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-12

SBUX

STARBUCKS CORP

7.49%

Shares12.9K

Event2026-03-31

Filed2026-05-12

META PLATFORMS INC CL A

-3.93%

Shares2.0K

Event2026-03-31

Filed2026-05-12

ENBRIDGE INC

-7.02%

Shares20.3K

Event2026-03-31

Filed2026-05-12

CBSH

COMMERCE BANCSHARES INC

0.12%

Shares21.8K

Event2026-03-31

Filed2026-05-12

POR

PORTLAND GENERAL ELECTRIC CO

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-12

SPDR S&P MIDCAP 400 ETF

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-12

BLACKSTONE INC

-6.43%

Shares8.4K

Event2026-03-31

Filed2026-05-12

SPDR GOLD TRUST

-0.46%

Shares2.2K

Event2026-03-31

Filed2026-05-12

AEE

AMEREN CORPORATION

-0.04%

Shares8.3K

Event2026-03-31

Filed2026-05-12

VIG

VANGUARD DIVIDEND APPRECIATION ETF

-0.26%

Shares4.2K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TRUST SERIES 1

3.18%

Shares1.5K

Event2026-03-31

Filed2026-05-12

AMAT

APPLIED MATERIALS INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-12

VISA INC CLASS A SHARES

57.22%

Shares2.7K

Event2026-03-31

Filed2026-05-12

3M COMPANY

19.14%

Shares5.6K

Event2026-03-31

Filed2026-05-12

UNP

UNION PACIFIC CORP

0.16%

Shares3.1K

Event2026-03-31

Filed2026-05-12

PHILLIPS EDISON & CO INC

0.00%

Shares19.9K

Event2026-03-31

Filed2026-05-12

BRK.A

BERKSHIRE HATHAWAY CL A

0.00%

Shares1

Event2026-03-31

Filed2026-05-12

DRI

DARDEN RESTAURANTS INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-12

CONSUMER STAPLES SELECT SECTOR SPDR

-14.93%

Shares8.1K

Event2026-03-31

Filed2026-05-12

WSM

WILLIAMS SONOMA

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-12

VANECK VECTORS SEMICONDUCTOR

-10.01%

Shares1.7K

Event2026-03-31

Filed2026-05-12

NOC

NORTHROP GRUMMAN CORP

-17.50%

Shares943

Event2026-03-31

Filed2026-05-12

SHEL

SHELL PLC ADR

-4.21%

Shares6.8K

Event2026-03-31

Filed2026-05-12

SS SPDR DOW JONES INDUS AVG

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-12

BLOOM ENERGY CORP

New

Shares4.5K

Event2026-03-31

Filed2026-05-12

MICRON TECHNOLOGY INC

-5.52%

Shares1.8K

Event2026-03-31

Filed2026-05-12

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-0.90%

Shares11.0K

Event2026-03-31

Filed2026-05-12

PSX

PHILLIPS 66

-0.19%

Shares3.2K

Event2026-03-31

Filed2026-05-12

GENERAL ELECTRIC CO

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-12

AFL

AFLAC INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-12

O'REILLY AUTOMOTIVE INC

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-12

IWP

ISHARES RUSSELL MIDCAP GROWTH ETF

-2.57%

Shares4.0K

Event2026-03-31

Filed2026-05-12

GE VERNOVA INC

-0.17%

Shares578

Event2026-03-31

Filed2026-05-12

OGE

OGE ENERGY CORP

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-12

FHN

FIRST HORIZON CORP

0.00%

Shares20.1K

Event2026-03-31

Filed2026-05-12

TRANE TECHNOLOGIES PLC

New

Shares1.1K

Event2026-03-31

Filed2026-05-12

TRUIST FINANCIAL CORP

-12.55%

Shares9.6K

Event2026-03-31

Filed2026-05-12

EMR

EMERSON ELECTRIC CO

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-12

SCHV

SCHWAB US LARGE CAP VAL

2.60%

Shares14.4K

Event2026-03-31

Filed2026-05-12

BMY

BRISTOL MYERS SQUIBB CO

1.48%

Shares7.2K

Event2026-03-31

Filed2026-05-12

PFE

PFIZER INC

15.00%

Shares14.3K

Event2026-03-31

Filed2026-05-12

EIX

EDISON INTERNATIONAL

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-12

BOEING CO

-0.75%

Shares1.9K

Event2026-03-31

Filed2026-05-12

COLGATE PALMOLIVE CO

-4.41%

Shares4.3K

Event2026-03-31

Filed2026-05-12

IWS

ISHARES RUSSELL MIDCAP VALUE ETF

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-12

PWR

QUANTA SERVICES INC

0.00%

Shares665

Event2026-03-31

Filed2026-05-12

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares773

Event2026-03-31

Filed2026-05-12

ITW

ILLINOIS TOOL WORKS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-12

FCX

FREEPORT MCMORAN INC

1.31%

Shares5.8K

Event2026-03-31

Filed2026-05-12

ISHARES 0-5 YEAR TIPS BOND

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-12

EVERGY INC

-11.59%

Shares4.0K

Event2026-03-31

Filed2026-05-12

SHW

SHERWIN WILLIAMS CO

0.00%

Shares995

Event2026-03-31

Filed2026-05-12

MCK

MCKESSON CORPORATION

0.00%

Shares366

Event2026-03-31

Filed2026-05-12

IWO

ISHARES RUSSELL 2000 GROWTH ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-12

IWR

ISHARES RUSSELL MIDCAP ETF

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-12

VUG

VANGUARD GROWTH ETF

0.00%

Shares698

Event2026-03-31

Filed2026-05-12

BAC

BANK OF AMERICA CORP

-0.32%

Shares6.2K

Event2026-03-31

Filed2026-05-12

VANECK VECTORS FALLEN ANGEL HIGH YI

0.00%

Shares10.4K

Event2026-03-31

Filed2026-05-12

SRE

SEMPRA

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-12

HSY

THE HERSHEY COMPANY

-0.29%

Shares1.4K

Event2026-03-31

Filed2026-05-12

CMCSA

COMCAST CORP CLASS A

-25.30%

Shares9.9K

Event2026-03-31

Filed2026-05-12

SCHG

SCHWAB US LARGE GROWTH ETF

0.09%

Shares9.7K

Event2026-03-31

Filed2026-05-12

WFC

WELLS FARGO & COMPANY

0.03%

Shares3.5K

Event2026-03-31

Filed2026-05-12

TESLA INC

0.00%

Shares729

Event2026-03-31

Filed2026-05-12

TECHNIPFMC PLC

-31.58%

Shares3.9K

Event2026-03-31

Filed2026-05-12

MASTERCARD INC

0.00%

Shares535

Event2026-03-31

Filed2026-05-12

VANECK OIL REFINERS ETF

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-12

CASY

CASEYS GEN STORES COM

New

Shares352

Event2026-03-31

Filed2026-05-12

EBAY

EBAY INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-12

YUM

YUM! BRANDS INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-12

VANGUARD SHORT-TERM CORPORATE ETF

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-12

WDC

WESTERN DIGITAL CORP

New

Shares902

Event2026-03-31

Filed2026-05-12

RTX CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-12

EPD

ENTERPRISE PRODUCTS

New

Shares6.1K

Event2026-03-31

Filed2026-05-12

IVE

ISHARES S&P500 VALUE INDEX ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-12

ADM

ARCHER DANIELS MIDLAND

-17.04%

Shares3.2K

Event2026-03-31

Filed2026-05-12

NESTLE SA SPONSORED ADR

9.91%

Shares2.3K

Event2026-03-31

Filed2026-05-12

NFG

NATIONAL FUEL GAS CO

New

Shares2.4K

Event2026-03-31

Filed2026-05-12

IWD

ISHARES TR RUSSELL 1000 VALUE ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-12

T ROWE PRICE ASSOCIATES

-2.79%

Shares2.5K

Event2026-03-31

Filed2026-05-12

TC ENERGY CORP

New

Shares3.5K

Event2026-03-31

Filed2026-05-12

GLW

CORNING INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-12

XLY

CONSUMER DISC SELECT SECTOR SPDR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-12

SCHZ

SCHWAB US AGGREGATE BOND ETF

0.00%

Shares9.5K

Event2026-03-31

Filed2026-05-12

IWM

ISHARES RUSSELL 2000 ETF

New

Shares854

Event2026-03-31

Filed2026-05-12

WBD

WARNER BROS DISCOVERY INC

-27.85%

Shares7.7K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES CORE S&P 500 ETF

-47.98%

Shares322

Event2026-03-31

Filed2026-05-12

CMI

CUMMINS INC

New

Shares384

Event2026-03-31

Filed2026-05-12

VBR

VANGUARD SMALL CAP VALUE ETF

-11.77%

Shares952

Event2026-03-31

Filed2026-05-12

EVT

EATON VANCE TX ADV DV IN

New

Shares8.4K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD TOTAL STOCK MKT ETF

-7.64%

Shares641

Event2026-03-31

Filed2026-05-12

ABCELLERA BIOLOGICS INC

New

Shares10.0K

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available