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The Analysis of Waldron Private Wealth LLC's Holdings & P&L

Currently, Waldron Private Wealth LLC holds 342 types of securities in its portfolio with a total value $2.6B. In the most recent quarter, they have increased their positions in VUG (+115.2K shares, valued at $50.3M), VTV (+209.8K shares, valued at $41.2M), IXUS (+143.9K shares, valued at $12.5M); decreased their positions in IWN (-40.2K shares, valued at $7.6M), CBU (-88.2K shares, valued at $5.2M), VBK (-13.4K shares, valued at $4.0M); initiated new positions in VDE (+23.7K shares, valued at $4.1M), VCR (+2.8K shares, valued at $1.0M), NFG (+9.6K shares, valued at $897.5K).

1M P&L

-685.8M-19.91%

3M P&L

-2.3B-45.55%

HY P&L

-2.2B-44.76%

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/A2.1B

86.1%

2Banks - Regional41.2M

1.7%

3Software - Infrastructure30.2M

1.2%

Top Industries by Stock Count

1N/A117 stocks

38.1%

2Banks - Regional12 stocks

3.9%

3Software - Application10 stocks

3.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS1.8M shares13.27%2026-03-312026-04-10

VUG VANGUARD INDEX FDS706.9K shares19.47%2026-03-312026-04-10

IXUS ISHARES TR2.9M shares5.22%2026-03-312026-04-10

IWF ISHARES TR562.0K shares-1.56%2026-03-312026-04-10

IWD ISHARES TR869.6K shares-1.29%2026-03-312026-04-10

VONG VANGUARD SCOTTSDALE FDS546.4K shares1.46%2026-03-312026-04-10

VYM VANGUARD WHITEHALL FDS376.9K shares11.75%2026-03-312026-04-10

SPY STATE STR SPDR S&P 500 ETF T83.7K shares-1.53%2026-03-312026-04-10

Sponsored

IGF ISHARES TR709.9K shares4.83%2026-03-312026-04-10

VTEB VANGUARD MUN BD FDS707.6K shares-2.29%2026-03-312026-04-10

VBR VANGUARD INDEX FDS157.3K shares-3.15%2026-03-312026-04-10

IWN ISHARES TR166.7K shares-19.44%2026-03-312026-04-10

VBK VANGUARD INDEX FDS103.2K shares-11.48%2026-03-312026-04-10

IWV ISHARES TR80.1K shares-2.80%2026-03-312026-04-10

AAPL APPLE INC110.1K shares-2.05%2026-03-312026-04-10

ACWI ISHARES TR199.4K shares0.18%2026-03-312026-04-10

Sponsored

JAAA JANUS DETROIT STR TR539.4K shares-0.56%2026-03-312026-04-10

IUSG ISHARES TR160.9K shares-2.17%2026-03-312026-04-10

IUSV ISHARES TR234.7K shares-2.19%2026-03-312026-04-10

VANGUARD INDEX FDS VANGUARD INDEX FDS38.9K shares-3.77%2026-03-312026-04-10

SYK STRYKER CORPORATION70.1K shares0.12%2026-03-312026-04-10

MUB ISHARES TR214.3K shares-1.59%2026-03-312026-04-10

IVV ISHARES TR33.3K shares-9.39%2026-03-312026-04-10

FCF FIRST COMWLTH FINL CORP PA1.2M shares0.01%2026-03-312026-04-10

Sponsored

VONV VANGUARD SCOTTSDALE FDS215.3K shares5.24%2026-03-312026-04-10

MSFT MICROSOFT CORP54.1K shares2.30%2026-03-312026-04-10

MDY STATE STR SPDR S&P MIDCAP 4031.6K shares-3.05%2026-03-312026-04-10

IWO ISHARES TR60.9K shares-7.22%2026-03-312026-04-10

ALPHABET INC ALPHABET INC59.0K shares-0.18%2026-03-312026-04-10

CWB SPDR SERIES TRUST180.6K shares-3.35%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL34.0K shares1.57%2026-03-312026-04-10

VTI VANGUARD INDEX FDS39.4K shares0.09%2026-03-312026-04-10

Sponsored

IJH ISHARES TR169.7K shares-0.22%2026-03-312026-04-10

SCHB SCHWAB STRATEGIC TR450.0K shares0.00%2026-03-312026-04-10

NVDA NVIDIA CORPORATION63.6K shares7.42%2026-03-312026-04-10

ALPHABET INC ALPHABET INC34.0K shares2.61%2026-03-312026-04-10

IEFA ISHARES TR102.6K shares-0.28%2026-03-312026-04-10

META META PLATFORMS INC16.1K shares3.13%2026-03-312026-04-10

VEA VANGUARD TAX-MANAGED FDS142.8K shares0.24%2026-03-312026-04-10

AMZN AMAZON COM INC43.2K shares2.42%2026-03-312026-04-10

Sponsored

CSCO CISCO SYS INC113.5K shares0.21%2026-03-312026-04-10

REET ISHARES TR340.6K shares-5.07%2026-03-312026-04-10

VT VANGUARD INTL EQUITY INDEX F61.2K shares10.29%2026-03-312026-04-10

LLY ELI LILLY & CO8.1K shares2.34%2026-03-312026-04-10

CBU COMMUNITY FINANCIAL SYSTEM I122.1K shares-41.95%2026-03-312026-04-10

ABBV ABBVIE INC29.6K shares1.86%2026-03-312026-04-10

WMT WALMART INC50.8K shares-0.33%2026-03-312026-04-10

JPM JPMORGAN CHASE & CO21.4K shares3.67%2026-03-312026-04-10

Sponsored

JNJ JOHNSON & JOHNSON25.7K shares-0.39%2026-03-312026-04-10

PANW PALO ALTO NETWORKS INC36.2K shares-0.08%2026-03-312026-04-10

IWY ISHARES TR22.2K shares0.00%2026-03-312026-04-10

VGT VANGUARD WORLD FD7.6K shares55.38%2026-03-312026-04-10

BLACKSTONE INC BLACKSTONE INC45.4K shares-7.65%2026-03-312026-04-10

STBA S & T BANCORP INC124.4K shares-2.41%2026-03-312026-04-10

MSA MSA SAFETY INC30.7K shares-2.71%2026-03-312026-04-10

VWO VANGUARD INTL EQUITY INDEX F92.4K shares0.00%2026-03-312026-04-10

Sponsored

IWB ISHARES TR13.8K shares-2.50%2026-03-312026-04-10

XOM EXXON MOBIL CORP28.7K shares-1.48%2026-03-312026-04-10

RWO SPDR INDEX SHS FDS105.7K shares-8.12%2026-03-312026-04-10

BILS SPDR SERIES TRUST47.3K shares3.37%2026-03-312026-04-10

SUN SUNOCO LP/SUNOCO FIN CORP71.0K shares0.00%2026-03-312026-04-10

AMGN AMGEN INC13.1K shares1.10%2026-03-312026-04-10

VB VANGUARD INDEX FDS16.7K shares-17.11%2026-03-312026-04-10

IJR ISHARES TR34.2K shares-2.84%2026-03-312026-04-10

Sponsored

VDE VANGUARD WORLD FD23.7K sharesnew addition2026-03-312026-04-10

XLI SELECT SECTOR SPDR TR25.0K shares656.81%2026-03-312026-04-10

XLF SELECT SECTOR SPDR TR75.1K shares326.70%2026-03-312026-04-10

SCZ ISHARES TR46.5K shares-1.70%2026-03-312026-04-10

XLE SELECT SECTOR SPDR TR58.9K shares-0.08%2026-03-312026-04-10

PG PROCTER & GAMBLE CO24.6K shares-3.20%2026-03-312026-04-10

PGR PROGRESSIVE CORP16.7K shares0.97%2026-03-312026-04-10

QCOM QUALCOMM INC25.7K shares0.59%2026-03-312026-04-10

Sponsored

CVX CHEVRON CORPORATION15.3K shares0.05%2026-03-312026-04-10

BROADCOM INC BROADCOM INC10.2K shares6.40%2026-03-312026-04-10

VNQ VANGUARD INDEX FDS34.9K shares-3.78%2026-03-312026-04-10

ISHARES GOLD TR ISHARES GOLD TR34.3K shares-2.14%2026-03-312026-04-10

UBSI UNITED BANKSHARES INC WEST V72.4K shares0.00%2026-03-312026-04-10

RTX RTX CORPORATION15.3K shares0.60%2026-03-312026-04-10

KO COCA COLA CO38.2K shares4.51%2026-03-312026-04-10

HON HONEYWELL INTL INC12.8K shares-4.18%2026-03-312026-04-10

Sponsored

CPB THE CAMPBELLS COMPANY128.7K shares-1.29%2026-03-312026-04-10

V VISA INC9.4K shares1.69%2026-03-312026-04-10

CAT CATERPILLAR INC3.6K shares0.28%2026-03-312026-04-10

TSLA TESLA INC6.8K shares5.45%2026-03-312026-04-10

TRGP TARGA RES CORP9.7K shares0.41%2026-03-312026-04-10

VXUS VANGUARD STAR FDS31.3K shares13.91%2026-03-312026-04-10

MCD MCDONALDS CORP7.3K shares-0.53%2026-03-312026-04-10

INVESCO QQQ TR INVESCO QQQ TR3.8K shares4.46%2026-03-312026-04-10

Sponsored

AGG ISHARES TR22.1K shares-4.67%2026-03-312026-04-10

EFA ISHARES TR22.2K shares0.00%2026-03-312026-04-10

CBFV CB FINL SVCS INC60.3K shares0.00%2026-03-312026-04-10

IWX ISHARES TR21.1K shares21.89%2026-03-312026-04-10

ABNB AIRBNB INC15.3K shares0.08%2026-03-312026-04-10

ZTS ZOETIS INC16.3K shares0.16%2026-03-312026-04-10

NOW SERVICENOW INC18.3K shares0.16%2026-03-312026-04-10

WM WASTE MGMT INC DEL8.3K shares2.39%2026-03-312026-04-10

Sponsored

SONY SONY GROUP CORP91.8K shares0.35%2026-03-312026-04-10

SLB SLB LIMITED36.6K shares0.94%2026-03-312026-04-10

VRTX VERTEX PHARMACEUTICALS INC4.2K shares0.88%2026-03-312026-04-10

GLD SPDR GOLD TR4.3K shares5.90%2026-03-312026-04-10

ASML ASML HLDG NV1.4K shares1.53%2026-03-312026-04-10

VV VANGUARD INDEX FDS5.6K shares0.39%2026-03-312026-04-10

MA MASTERCARD INCORPORATED3.3K shares3.96%2026-03-312026-04-10

PEP PEPSICO INC10.6K shares4.26%2026-03-312026-04-10

Sponsored

T AT&T INC56.4K shares6.09%2026-03-312026-04-10

MERCK & CO INC MERCK & CO INC13.4K shares-2.13%2026-03-312026-04-10

IWM ISHARES TR6.5K shares-9.98%2026-03-312026-04-10

SDY SPDR SERIES TRUST10.8K shares0.00%2026-03-312026-04-10

TSM TAIWAN SEMICONDUCTOR MANUFAC4.6K shares21.71%2026-03-312026-04-10

INSM INSMED INC8.8K shares0.00%2026-03-312026-04-10

ATI ATI INC9.9K shares0.00%2026-03-312026-04-10

XLV SELECT SECTOR SPDR TR9.8K shares-6.13%2026-03-312026-04-10

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-10

AME AMETEK INC6.6K shares1.36%2026-03-312026-04-10

VIS VANGUARD WORLD FD4.5K shares0.04%2026-03-312026-04-10

IEMG ISHARES INC20.0K shares2.24%2026-03-312026-04-10

TMUS T-MOBILE US INC6.6K shares2.77%2026-03-312026-04-10

NEE NEXTERA ENERGY INC14.8K shares2.80%2026-03-312026-04-10

EQT CORP EQT CORP21.6K shares-4.12%2026-03-312026-04-10

COST COSTCO WHOLESALE CORPORATION1.3K shares3.61%2026-03-312026-04-10

Sponsored

MTB M & T BK CORP6.5K shares-18.93%2026-03-312026-04-10

CMCSA COMCAST CORP NEW45.2K shares-19.85%2026-03-312026-04-10

PLTR PALANTIR TECHNOLOGIES INC8.6K shares3.29%2026-03-312026-04-10

EFAV ISHARES TR13.5K shares1.22%2026-03-312026-04-10

ORCL ORACLE CORP8.3K shares-7.79%2026-03-312026-04-10

IBM INTERNATIONAL BUSINESS MACHS5.0K shares-0.62%2026-03-312026-04-10

GII SPDR INDEX SHS FDS15.8K shares0.00%2026-03-312026-04-10

XLU SELECT SECTOR SPDR TR25.6K shares0.00%2026-03-312026-04-10

Sponsored

ITW ILLINOIS TOOL WKS INC4.5K shares1.21%2026-03-312026-04-10

MDLZ MONDELEZ INTL INC20.3K shares0.57%2026-03-312026-04-10

ABT ABBOTT LABORATORIES11.3K shares-1.25%2026-03-312026-04-10

NOC NORTHROP GRUMMAN CORP1.7K shares0.60%2026-03-312026-04-10

TJX TJX COS INC NEW7.2K shares9.92%2026-03-312026-04-10

SPYG SPDR SERIES TRUST11.7K shares-3.70%2026-03-312026-04-10

DE DEERE & CO2.0K shares3.51%2026-03-312026-04-10

SM SM ENERGY COMPANY36.4K shares2.62%2026-03-312026-04-10

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IVE ISHARES TR5.2K shares4.84%2026-03-312026-04-10

AEP AMERICAN ELEC PWR CO INC8.4K shares5.98%2026-03-312026-04-10

AMAT APPLIED MATLS INC3.2K shares5.68%2026-03-312026-04-10

PM PHILIP MORRIS INTL INC6.5K shares-5.73%2026-03-312026-04-10

WDC WESTERN DIGITAL CORP3.9K shares-12.45%2026-03-312026-04-10

SPYV SPDR SERIES TRUST17.9K shares0.00%2026-03-312026-04-10

VO VANGUARD INDEX FDS3.5K shares-2.42%2026-03-312026-04-10

VCR VANGUARD WORLD FD2.8K sharesnew addition2026-03-312026-04-10

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IWR ISHARES TR10.1K shares-5.13%2026-03-312026-04-10

PFE PFIZER INC34.5K shares4.64%2026-03-312026-04-10

UBER UBER TECHNOLOGIES INC13.2K shares3.09%2026-03-312026-04-10

NSC NORFOLK SOUTHN CORP3.3K shares-1.24%2026-03-312026-04-10

HD HOME DEPOT INC2.8K shares2.09%2026-03-312026-04-10

GE AEROSPACE GE AEROSPACE3.3K shares13.55%2026-03-312026-04-10

VZ VERIZON COMMUNICATIONS INC18.5K shares6.74%2026-03-312026-04-10

BAC BANK AMERICA CORP18.8K shares-8.72%2026-03-312026-04-10

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XLP SELECT SECTOR SPDR TR11.1K shares0.00%2026-03-312026-04-10

MCO MOODYS CORP2.1K shares0.83%2026-03-312026-04-10

NFG NATIONAL FUEL GAS CO9.6K sharesnew addition2026-03-312026-04-10

AMT AMERICAN TOWER CORP5.2K shares5.01%2026-03-312026-04-10

EMR EMERSON ELEC CO6.8K shares14.60%2026-03-312026-04-10

GEV GE VERNOVA INC998 shares6.40%2026-03-312026-04-10

COP CONOCOPHILLIPS6.5K shares1.57%2026-03-312026-04-10

UNILEVER PLC UNILEVER PLC15.1K shares-3.99%2026-03-312026-04-10

Sponsored

MSTR STRATEGY INC6.9K shares-0.14%2026-03-312026-04-10

SPHQ INVESCO EXCHANGE TRADED FD T11.4K shares0.00%2026-03-312026-04-10

LOW LOWES COS INC3.6K shares-0.25%2026-03-312026-04-10

RCI ROGERS COMMUNICATIONS INC21.2K shares0.00%2026-03-312026-04-10

EATON CORP PLC EATON CORP PLC2.3K shares10.58%2026-03-312026-04-10

WPC WP CAREY INC12.0K shares-59.96%2026-03-312026-04-10

AMD ADVANCED MICRO DEVICES INC4.0K shares17.73%2026-03-312026-04-10

EFV ISHARES TR10.6K shares4.56%2026-03-312026-04-10

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FBTC FIDELITY WISE ORIGIN BITCOIN13.4K shares9.55%2026-03-312026-04-10

SNDK SANDISK CORP1.2K shares-16.24%2026-03-312026-04-10

RBRK RUBRIK INC.15.6K shares0.00%2026-03-312026-04-10

BMY BRISTOL-MYERS SQUIBB CO12.6K shares6.66%2026-03-312026-04-10

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.8K shares-6.35%2026-03-312026-04-10

VHT VANGUARD WORLD FD2.7K sharesnew addition2026-03-312026-04-10

DVY ISHARES TR4.8K shares0.00%2026-03-312026-04-10

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY9.2K shares0.00%2026-03-312026-04-10

Sponsored

LINDE PLC LINDE PLC1.5K shares11.36%2026-03-312026-04-10

ITOT ISHARES TR5.0K shares11.53%2026-03-312026-04-10

FLEX FLEXTRONICS INTL LTD10.7K shares0.00%2026-03-312026-04-10

TMP TOMPKINS FINL CORP8.8K shares-17.88%2026-03-312026-04-10

JPST J P MORGAN EXCHANGE TRADED F13.6K shares-18.95%2026-03-312026-04-10

WBD WARNER BROS DISCOVERY INC25.0K shares0.00%2026-03-312026-04-10

VFH VANGUARD WORLD FD5.7K shares0.30%2026-03-312026-04-10

TROW PRICE T ROWE GROUP INC7.5K shares-1.90%2026-03-312026-04-10

Sponsored

MOAT VANECK ETF TRUST6.9K shares-4.50%2026-03-312026-04-10

GS GOLDMAN SACHS GROUP INC769 shares1.85%2026-03-312026-04-10

LVS LAS VEGAS SANDS CORP11.8K shares0.18%2026-03-312026-04-10

NFLX NETFLIX INC.6.6K shares26.23%2026-03-312026-04-10

INTC INTEL CORP14.3K shares5.92%2026-03-312026-04-10

SUB ISHARES TR5.9K shares16.38%2026-03-312026-04-10

IJK ISHARES TR6.1K shares0.00%2026-03-312026-04-10

BLACKROCK INC BLACKROCK INC635 shares14.83%2026-03-312026-04-10

Sponsored

HYCROFT MINING HOLDING CORP HYCROFT MINING HOLDING CORP17.3K shares-47.80%2026-03-312026-04-10

MS MORGAN STANLEY3.7K shares1.41%2026-03-312026-04-10

IYR ISHARES TR6.2K shares0.00%2026-03-312026-04-10

XOP SPDR SERIES TRUST3.2K shares0.00%2026-03-312026-04-10

SPGI S&P GLOBAL INC1.4K shares-0.57%2026-03-312026-04-10

CRM SALESFORCE INC3.1K shares-5.80%2026-03-312026-04-10

GNL GLOBAL NET LEASE INC62.7K shares0.00%2026-03-312026-04-10

APH AMPHENOL CORP4.6K shares2.89%2026-03-312026-04-10

Sponsored

ALPS ETF TR ALPS ETF TR10.8K shares0.00%2026-03-312026-04-10

MO ALTRIA GROUP INC8.6K shares-1.03%2026-03-312026-04-10

FDX FEDEX CORP1.6K shares2.67%2026-03-312026-04-10

OMFL INVESCO EXCH TRD SLF IDX FD9.3K shares0.00%2026-03-312026-04-10

PSX PHILLIPS 663.1K shares-5.94%2026-03-312026-04-10

DFUS DIMENSIONAL ETF TRUST7.8K shares0.97%2026-03-312026-04-10

XLC SELECT SECTOR SPDR TR5.0K shares0.00%2026-03-312026-04-10

GTEK GOLDMAN SACHS ETF TR13.4K shares0.00%2026-03-312026-04-10

Sponsored

IEZ ISHARES TR18.7K shares0.00%2026-03-312026-04-10

ALLY ALLY FINL INC13.5K shares0.00%2026-03-312026-04-10

DLR DIGITAL RLTY TR INC2.9K shares16.63%2026-03-312026-04-10

NRG NRG ENERGY INC3.6K shares-7.67%2026-03-312026-04-10

PNC PNC FINL SVCS GROUP INC2.5K shares69.88%2026-03-312026-04-10

XLK SELECT SECTOR SPDR TR3.9K shares0.03%2026-03-312026-04-10

DAL DELTA AIR LINES INC7.8K shares0.01%2026-03-312026-04-10

WDAY WORKDAY INC3.9K shares0.49%2026-03-312026-04-10

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.6K sharesnew addition2026-03-312026-04-10

BA BOEING CO2.5K shares3.13%2026-03-312026-04-10

CITIGROUP INC CITIGROUP INC4.2K shares2.54%2026-03-312026-04-10

PFG PRINCIPAL FINANCIAL GROUP IN5.2K shares11.77%2026-03-312026-04-10

WFC WELLS FARGO & CO5.9K shares38.15%2026-03-312026-04-10

XTL SPDR SERIES TRUST2.5K shares0.00%2026-03-312026-04-10

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC20.0K shares-15.76%2026-03-312026-04-10

ROK ROCKWELL AUTOMATION INC1.3K shares7.85%2026-03-312026-04-10

Sponsored

AXP AMERICAN EXPRESS CO1.5K shares8.18%2026-03-312026-04-10

AON PLC AON PLC1.4K shares2.86%2026-03-312026-04-10

IHAK ISHARES TR10.2K shares0.00%2026-03-312026-04-10

OEF ISHARES TR1.4K shares0.00%2026-03-312026-04-10

WTAI WISDOMTREE TR15.6K shares0.00%2026-03-312026-04-10

SCHX SCHWAB STRATEGIC TR17.1K shares-7.21%2026-03-312026-04-10

FAST FASTENAL CO8.9K shares3.27%2026-03-312026-04-10

EPD ENTERPRISE PRODS PARTNERS L10.8K shares-1.15%2026-03-312026-04-10

Sponsored

LMBS FIRST TR EXCHANGE-TRADED FD8.2K shares-53.31%2026-03-312026-04-10

MGK VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-04-10

BKNG BOOKING HOLDINGS INC95 shares9.20%2026-03-312026-04-10

SLYV SPDR SERIES TRUST4.1K shares-24.89%2026-03-312026-04-10

ESGU ISHARES TR2.8K shares5.03%2026-03-312026-04-10

ADI ANALOG DEVICES INC1.2K shares49.63%2026-03-312026-04-10

EFG ISHARES TR3.4K shares6.34%2026-03-312026-04-10

ICF ISHARES TR6.0K shares0.00%2026-03-312026-04-10

Sponsored

IDCC INTERDIGITAL INC1.2K shares0.00%2026-03-312026-04-10

SBUX STARBUCKS CORP4.2K shares6.24%2026-03-312026-04-10

SYF SYNCHRONY FINANCIAL5.5K shares16.55%2026-03-312026-04-10

VNQI VANGUARD INTL EQUITY INDEX F8.2K shares0.00%2026-03-312026-04-10

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K shares14.72%2026-03-312026-04-10

DIA STATE STR SPDR DOW JONES IND787 shares-0.88%2026-03-312026-04-10

HII HUNTINGTON INGALLS INDS INC953 shares3.93%2026-03-312026-04-10

AEM AGNICO EAGLE MINES LTD1.8K shares-33.02%2026-03-312026-04-10

Sponsored

LIBERTY LIVE HOLDINGS INC LIBERTY LIVE HOLDINGS INC3.8K shares1.47%2026-03-312026-04-10

IVOO VANGUARD ADMIRAL FDS INC3.1K shares0.00%2026-03-312026-04-10

FFIV F5 INC1.2K shares0.17%2026-03-312026-04-10

MMM 3M CO2.4K shares-1.49%2026-03-312026-04-10

ACWX ISHARES TR5.0K shares1.23%2026-03-312026-04-10

MEDTRONIC PLC MEDTRONIC PLC4.0K shares32.56%2026-03-312026-04-10

DIS DISNEY WALT CO3.5K shares-5.86%2026-03-312026-04-10

COF CAPITAL ONE FINL CORP1.8K shares4.19%2026-03-312026-04-10

Sponsored

SLV ISHARES SILVER TR4.9K sharesnew addition2026-03-312026-04-10

SOXX ISHARES TR1.0K shares3.05%2026-03-312026-04-10

CMI CUMMINS INC618 shares1.98%2026-03-312026-04-10

UNH UNITEDHEALTH GROUP INC1.2K shares-17.20%2026-03-312026-04-10

ARTY ISHARES TR7.1K shares-0.56%2026-03-312026-04-10

ISRG INTUITIVE SURGICAL INC706 shares24.96%2026-03-312026-04-10

CVS CVS HEALTH CORP4.5K shares0.76%2026-03-312026-04-10

CENCORA INC CENCORA INC1.0K shares-0.68%2026-03-312026-04-10

Sponsored

WMB WILLIAMS COS INC4.4K shares-16.09%2026-03-312026-04-10

SLYG SPDR SERIES TRUST3.3K shares-29.04%2026-03-312026-04-10

APD AIR PRODUCTS AND CHEMICALS I1.1K shares-3.14%2026-03-312026-04-10

FTNT FORTINET INC3.8K shares1.27%2026-03-312026-04-10

TFC TRUIST FINL CORP6.8K shares24.61%2026-03-312026-04-10

TDS TELEPHONE & DATA SYS INC7.4K shares0.00%2026-03-312026-04-10

ARKW ARK ETF TR2.6K shares0.00%2026-03-312026-04-10

QSR RESTAURANT BRANDS INTL INC4.2K shares0.00%2026-03-312026-04-10

Sponsored

TXN TEXAS INSTRS INC1.6K shares12.30%2026-03-312026-04-10

STNG SCORPIO TANKERS INC4.1K shares-15.63%2026-03-312026-04-10

IJJ ISHARES TR2.2K shares0.00%2026-03-312026-04-10

ADP AUTOMATIC DATA PROCESSING IN1.4K shares-0.56%2026-03-312026-04-10

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL3.4K shares5.52%2026-03-312026-04-10

MMC MARSH & MCLENNAN COS INC1.7K shares2.15%2026-03-312026-04-10

ACM AECOM3.4K shares0.00%2026-03-312026-04-10

VAW VANGUARD WORLD FD1.3K shares0.40%2026-03-312026-04-10

Sponsored

ALB ALBEMARLE CORP1.6K shares-11.46%2026-03-312026-04-10

LMT LOCKHEED MARTIN CORP468 shares5.17%2026-03-312026-04-10

LBRDK LIBERTY BROADBAND CORP5.6K shares0.00%2026-03-312026-04-10

MPC MARATHON PETE CORP1.1K sharesnew addition2026-03-312026-04-10

CARG CARGURUS INC8.2K shares0.00%2026-03-312026-04-10

USB US BANCORP5.3K shares17.61%2026-03-312026-04-10

GIS GENERAL MILLS INC7.4K shares7.62%2026-03-312026-04-10

OKTA OKTA INC3.4K shares0.62%2026-03-312026-04-10

Sponsored

IVW ISHARES TR2.4K shares20.16%2026-03-312026-04-10

CF CF INDUSTRIES HOLD2.0K sharesnew addition2026-03-312026-04-10

OXY OCCIDENTAL PETE CORP4.1K sharesnew addition2026-03-312026-04-10

CARR CARRIER GLOBAL CORPORATION4.7K shares4.47%2026-03-312026-04-10

AVY AVERY DENNISON CORP1.5K shares0.00%2026-03-312026-04-10

EXPE EXPEDIA GROUP INC1.1K shares0.55%2026-03-312026-04-10

NUE NUCOR CORP1.5K shares0.00%2026-03-312026-04-10

SHEL SHELL PLC2.7K shares-30.61%2026-03-312026-04-10

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP1.2K sharesnew addition2026-03-312026-04-10

VTWG VANGUARD SCOTTSDALE FDS1.1K shares0.00%2026-03-312026-04-10

HUBBELL INC HUBBELL INC505 shares0.00%2026-03-312026-04-10

NOBL PROSHARES TR2.3K shares-9.18%2026-03-312026-04-10

FCN FTI CONSULTING INC1.4K shares-6.77%2026-03-312026-04-10

ADBE ADOBE INC1.0K shares-1.66%2026-03-312026-04-10

BAI BLACKROCK ETF TRUST7.4K shares9.29%2026-03-312026-04-10

DELL DELL TECHNOLOGIES INC1.5K sharesnew addition2026-03-312026-04-10

Sponsored

OLLI OLLIES BARGAIN OUTLET HLDGS2.6K shares0.00%2026-03-312026-04-10

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC3.2K sharesnew addition2026-03-312026-04-10

ALL ALLSTATE CORP1.2K sharesnew addition2026-03-312026-04-10

SNX TD SYNNEX CORPORATION1.4K shares0.00%2026-03-312026-04-10

CW CURTISS WRIGHT CORP348 sharesnew addition2026-03-312026-04-10

ORLY OREILLY AUTOMOTIVE INC2.5K sharesnew addition2026-03-312026-04-10

HURN HURON CONSULTING GROUP INC1.8K shares0.00%2026-03-312026-04-10

PLD PROLOGIS INC.1.8K sharesnew addition2026-03-312026-04-10

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.8K sharesnew addition2026-03-312026-04-10

IYW ISHARES TR1.3K shares0.00%2026-03-312026-04-10

FIW FIRST TR EXCHANGE-TRADED FD2.2K shares-23.98%2026-03-312026-04-10

BNY MELLON ETF TRUST II BNY MELLON ETF TRUST II8.8K sharesnew addition2026-03-312026-04-10

CORT CORCEPT THERAPEUTICS INC5.6K sharesnew addition2026-03-312026-04-10

XLY SELECT SECTOR SPDR TR2.1K shares0.00%2026-03-312026-04-10

SUPN SUPERNUS PHARMACEUTICALS4.3K shares0.00%2026-03-312026-04-10

PHYS SPROTT ASSET MANAGEMENT LP6.3K sharesnew addition2026-03-312026-04-10

Sponsored

NVO NOVO-NORDISK A S6.0K shares0.00%2026-03-312026-04-10

TYL TYLER TECHNOLOGIES INC636 shares7.80%2026-03-312026-04-10

INSW INTERNATIONAL SEAWAYS INC3.0K sharesnew addition2026-03-312026-04-10

CRWD CROWDSTRIKE HLDGS INC553 shares22.89%2026-03-312026-04-10

ECL ECOLAB INC801 shares4.30%2026-03-312026-04-10

MLM MARTIN MARIETTA MATLS INC361 sharesnew addition2026-03-312026-04-10

CME CME GROUP INC718 sharesnew addition2026-03-312026-04-10

AX AXOS FINANCIAL INC2.5K shares0.00%2026-03-312026-04-10

Sponsored

IRM IRON MTN INC DEL2.0K sharesnew addition2026-03-312026-04-10

WAB WABTEC818 sharesnew addition2026-03-312026-04-10

GLW CORNING INC1.5K sharesnew addition2026-03-312026-04-10

COWZ PACER FDS TR3.2K sharesnew addition2026-03-312026-04-10

LIBERTY GLOBAL LTD LIBERTY GLOBAL LTD17.2K shares0.00%2026-03-312026-04-10

CTVA CORTEVA INC2.4K sharesnew addition2026-03-312026-04-10

TMO THERMO FISHER SCIENTIFIC INC408 shares-29.66%2026-03-312026-04-10

FRBA FIRST BK WILLIAMSTOWN NEW JE11.0K shares0.00%2026-03-312026-04-10

Sponsored

TMC TMC THE METALS COMPANY INC19.1K shares11.35%2026-03-312026-04-10

TGB TASEKO MINES LTD12.0K shares0.00%2026-03-312026-04-10

TDOC TELADOC HEALTH INC10.6K sharesnew addition2026-03-312026-04-10

OMI ACCENDRA HEALTH INC18.7K shares0.00%2026-03-312026-04-10

AIFF FIREFLY NEUROSCIENCE INC12.0K shares0.00%2026-03-312026-04-10

AMC ENTMT HLDGS INC AMC ENTMT HLDGS INC25.6K shares1.71%2026-03-312026-04-10

VTV

VANGUARD INDEX FDS

13.27%

Shares1.8M

Event2026-03-31

Filed2026-04-10

VUG

VANGUARD INDEX FDS

19.47%

Shares706.9K

Event2026-03-31

Filed2026-04-10

IXUS

ISHARES TR

5.22%

Shares2.9M

Event2026-03-31

Filed2026-04-10

IWF

ISHARES TR

-1.56%

Shares562.0K

Event2026-03-31

Filed2026-04-10

IWD

ISHARES TR

-1.29%

Shares869.6K

Event2026-03-31

Filed2026-04-10

VONG

VANGUARD SCOTTSDALE FDS

1.46%

Shares546.4K

Event2026-03-31

Filed2026-04-10

VYM

VANGUARD WHITEHALL FDS

11.75%

Shares376.9K

Event2026-03-31

Filed2026-04-10

SPY

STATE STR SPDR S&P 500 ETF T

-1.53%

Shares83.7K

Event2026-03-31

Filed2026-04-10

IGF

ISHARES TR

4.83%

Shares709.9K

Event2026-03-31

Filed2026-04-10

VTEB

VANGUARD MUN BD FDS

-2.29%

Shares707.6K

Event2026-03-31

Filed2026-04-10

VBR

VANGUARD INDEX FDS

-3.15%

Shares157.3K

Event2026-03-31

Filed2026-04-10

IWN

ISHARES TR

-19.44%

Shares166.7K

Event2026-03-31

Filed2026-04-10

VBK

VANGUARD INDEX FDS

-11.48%

Shares103.2K

Event2026-03-31

Filed2026-04-10

IWV

ISHARES TR

-2.80%

Shares80.1K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

-2.05%

Shares110.1K

Event2026-03-31

Filed2026-04-10

ACWI

ISHARES TR

0.18%

Shares199.4K

Event2026-03-31

Filed2026-04-10

JAAA

JANUS DETROIT STR TR

-0.56%

Shares539.4K

Event2026-03-31

Filed2026-04-10

IUSG

ISHARES TR

-2.17%

Shares160.9K

Event2026-03-31

Filed2026-04-10

IUSV

ISHARES TR

-2.19%

Shares234.7K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

-3.77%

Shares38.9K

Event2026-03-31

Filed2026-04-10

SYK

STRYKER CORPORATION

0.12%

Shares70.1K

Event2026-03-31

Filed2026-04-10

MUB

ISHARES TR

-1.59%

Shares214.3K

Event2026-03-31

Filed2026-04-10

IVV

ISHARES TR

-9.39%

Shares33.3K

Event2026-03-31

Filed2026-04-10

FCF

FIRST COMWLTH FINL CORP PA

0.01%

Shares1.2M

Event2026-03-31

Filed2026-04-10

VONV

VANGUARD SCOTTSDALE FDS

5.24%

Shares215.3K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

2.30%

Shares54.1K

Event2026-03-31

Filed2026-04-10

MDY

STATE STR SPDR S&P MIDCAP 40

-3.05%

Shares31.6K

Event2026-03-31

Filed2026-04-10

IWO

ISHARES TR

-7.22%

Shares60.9K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

-0.18%

Shares59.0K

Event2026-03-31

Filed2026-04-10

CWB

SPDR SERIES TRUST

-3.35%

Shares180.6K

Event2026-03-31

Filed2026-04-10

BERKSHIRE HATHAWAY INC DEL

1.57%

Shares34.0K

Event2026-03-31

Filed2026-04-10

VTI

VANGUARD INDEX FDS

0.09%

Shares39.4K

Event2026-03-31

Filed2026-04-10

IJH

ISHARES TR

-0.22%

Shares169.7K

Event2026-03-31

Filed2026-04-10

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares450.0K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

7.42%

Shares63.6K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

2.61%

Shares34.0K

Event2026-03-31

Filed2026-04-10

IEFA

ISHARES TR

-0.28%

Shares102.6K

Event2026-03-31

Filed2026-04-10