Sponsored

The Analysis of Walker Asset Management, LLC's Holdings & P&L

Currently, Walker Asset Management, LLC holds 145 types of securities in its portfolio with a total value $184.9M. In the most recent quarter, they have increased their positions in JKHY (+5.7K shares, valued at $899.9K), VLO (+1.1K shares, valued at $280.4K), DLR (+1.3K shares, valued at $235.5K); decreased their positions in AAPL (-2.2K shares, valued at $567.0K), XOM (-1.1K shares, valued at $193.4K), OKE (-1.1K shares, valued at $103.8K); initiated new positions in VLO (+1.1K shares, valued at $280.4K), DLR (+1.3K shares, valued at $235.5K), INTC (+5.3K shares, valued at $235.3K).

1M P&L

+2.2M+1.21%

3M P&L

-839.3K-0.45%

HY P&L

+6.9M+3.87%

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/A38.2M

21.8%

2Information Technology Services37.2M

21.3%

3Discount Stores16.8M

9.6%

Top Industries by Stock Count

1N/A36 stocks

27.5%

2Drug Manufacturers - General7 stocks

5.3%

3Semiconductors7 stocks

5.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JKHY HENRY JACK & ASSOC INC233.6K shares2.50%2026-03-312026-04-24

WMT WALMART INC130.8K shares0.13%2026-03-312026-04-24

ORLY OREILLY AUTOMOTIVE INC147.0K shares-0.07%2026-03-312026-04-24

NVDA NVIDIA CORPORATION33.8K shares0.24%2026-03-312026-04-24

AAPL APPLE INC20.7K shares-9.73%2026-03-312026-04-24

TMFC RBB FD INC79.6K shares1.93%2026-03-312026-04-24

MSFT MICROSOFT CORP12.2K shares1.67%2026-03-312026-04-24

TSLA TESLA INC11.3K shares0.20%2026-03-312026-04-24

Sponsored

RSPT INVESCO EXCHANGE TRADED FD T87.4K shares5.32%2026-03-312026-04-24

XOM EXXON MOBIL CORP14.6K shares-7.23%2026-03-312026-04-24

CVX CHEVRON CORPORATION10.9K shares-0.55%2026-03-312026-04-24

XLG INVESCO EXCHANGE TRADED FD T40.2K shares4.64%2026-03-312026-04-24

SBUX STARBUCKS CORP22.7K shares-0.13%2026-03-312026-04-24

FPE FIRST TR EXCH TRADED FD III111.5K shares-4.90%2026-03-312026-04-24

EMLP FIRST TR EXCHANGE-TRADED FD42.7K shares0.24%2026-03-312026-04-24

AMZN AMAZON COM INC8.9K shares-2.95%2026-03-312026-04-24

Sponsored

SGOV ISHARES TR16.7K shares7.14%2026-03-312026-04-24

FVD FIRST TR EXCHANGE-TRADED FD35.2K shares-0.77%2026-03-312026-04-24

PG PROCTER & GAMBLE CO10.9K shares-0.96%2026-03-312026-04-24

RSPF INVESCO EXCHANGE TRADED FD T21.8K shares6.58%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS2.5K shares5.27%2026-03-312026-04-24

FPEI FIRST TR EXCH TRADED FD III76.6K shares0.00%2026-03-312026-04-24

GLW CORNING INC10.4K shares6.11%2026-03-312026-04-24

LNG CHENIERE ENERGY INC5.0K shares5.30%2026-03-312026-04-24

Sponsored

RSPN INVESCO EXCHANGE TRADED FD T23.9K shares0.31%2026-03-312026-04-24

RDVY FIRST TR EXCHANGE TRADED FD19.5K shares0.00%2026-03-312026-04-24

T AT&T INC45.7K shares-2.96%2026-03-312026-04-24

RSPH INVESCO EXCHANGE TRADED FD T43.4K shares0.85%2026-03-312026-04-24

PM PHILIP MORRIS INTL INC7.5K shares0.27%2026-03-312026-04-24

RSPD INVESCO EXCHANGE TRADED FD T21.8K shares6.21%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE4.0K shares-0.18%2026-03-312026-04-24

MU MICRON TECHNOLOGY INC3.3K shares1.11%2026-03-312026-04-24

Sponsored

LMT LOCKHEED MARTIN CORP1.8K shares0.17%2026-03-312026-04-24

CSX CSX CORP26.1K shares0.14%2026-03-312026-04-24

HD HOME DEPOT INC3.2K shares0.72%2026-03-312026-04-24

TSN TYSON FOODS INC16.4K shares0.00%2026-03-312026-04-24

BROADCOM INC BROADCOM INC3.0K shares0.81%2026-03-312026-04-24

BLACKSTONE INC BLACKSTONE INC8.1K shares5.18%2026-03-312026-04-24

GEV GE VERNOVA INC1.0K shares-0.38%2026-03-312026-04-24

RSPC INVESCO EXCHANGE TRADED FD T23.8K shares6.71%2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC3.0K shares0.03%2026-03-312026-04-24

LAM RESEARCH CORP LAM RESEARCH CORP4.0K shares0.13%2026-03-312026-04-24

MO ALTRIA GROUP INC12.9K shares0.85%2026-03-312026-04-24

TIDAL TRUST II TIDAL TRUST II23.3K shares0.00%2026-03-312026-04-24

ORCL ORACLE CORP5.6K shares0.27%2026-03-312026-04-24

FEGE RBB FUND TRUST17.4K shares23.40%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T1.2K shares-1.77%2026-03-312026-04-24

HYLS FIRST TR EXCHANGE-TRADED FD18.9K shares0.00%2026-03-312026-04-24

Sponsored

JNJ JOHNSON & JOHNSON3.1K shares1.46%2026-03-312026-04-24

EPD ENTERPRISE PRODS PARTNERS L20.0K shares1.50%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO2.5K shares0.90%2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC852 shares1.07%2026-03-312026-04-24

RSPG INVESCO EXCHANGE TRADED FD T6.6K shares-3.89%2026-03-312026-04-24

AMAT APPLIED MATLS INC2.0K shares0.15%2026-03-312026-04-24

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.0K shares1.74%2026-03-312026-04-24

GILD GILEAD SCIENCES INC4.6K shares2.16%2026-03-312026-04-24

Sponsored

CASY CASEYS GEN STORES INC875 shares0.00%2026-03-312026-04-24

CSCO CISCO SYS INC8.1K shares0.20%2026-03-312026-04-24

LLY ELI LILLY & CO670 shares1.82%2026-03-312026-04-24

BBN BLACKROCK TAX MUNICPAL BD TR36.4K shares0.00%2026-03-312026-04-24

VUG VANGUARD INDEX FDS1.3K shares-1.18%2026-03-312026-04-24

ALPS ETF TR ALPS ETF TR10.8K shares-4.13%2026-03-312026-04-24

FIX COMFORT SYS USA INC410 shares0.00%2026-03-312026-04-24

SHLD GLOBAL X FDS7.9K shares9.46%2026-03-312026-04-24

Sponsored

RSPS INVESCO EXCHANGE TRADED FD T18.5K shares6.20%2026-03-312026-04-24

ABBV ABBVIE INC2.5K shares1.44%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION538 shares1.70%2026-03-312026-04-24

RSPU INVESCO EXCHANGE TRADED FD T6.6K shares6.30%2026-03-312026-04-24

COP CONOCOPHILLIPS4.0K shares-3.47%2026-03-312026-04-24

BMY BRISTOL-MYERS SQUIBB CO8.5K shares1.22%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS2.3K shares0.00%2026-03-312026-04-24

PGF INVESCO EXCHANGE TRADED FD T36.4K shares0.00%2026-03-312026-04-24

Sponsored

AMGN AMGEN INC1.4K shares1.82%2026-03-312026-04-24

ATO ATMOS ENERGY CORP2.6K shares0.58%2026-03-312026-04-24

GLD SPDR GOLD TR1.1K shares-2.10%2026-03-312026-04-24

AXP AMERICAN EXPRESS CO1.6K shares4.19%2026-03-312026-04-24

BAC BANK AMERICA CORP9.7K shares0.98%2026-03-312026-04-24

NEE NEXTERA ENERGY INC5.0K shares2.18%2026-03-312026-04-24

GBAB GUGGENHEIM TAXABLE MUNICP BO31.2K shares0.00%2026-03-312026-04-24

O REALTY INCOME CORP7.4K shares1.12%2026-03-312026-04-24

Sponsored

RIO RIO TINTO PLC4.7K shares0.00%2026-03-312026-04-24

KO COCA COLA CO5.7K shares0.00%2026-03-312026-04-24

VOOG VANGUARD ADMIRAL FDS INC1.0K shares0.00%2026-03-312026-04-24

VOOV VANGUARD ADMIRAL FDS INC2.1K shares0.00%2026-03-312026-04-24

PSX PHILLIPS 662.3K shares-5.11%2026-03-312026-04-24

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY5.2K shares-16.09%2026-03-312026-04-24

WMB WILLIAMS COS INC5.6K shares0.71%2026-03-312026-04-24

PFE PFIZER INC14.3K shares-0.33%2026-03-312026-04-24

Sponsored

D DOMINION ENERGY INC6.5K shares1.06%2026-03-312026-04-24

KLAC KLA CORP272 shares-20.00%2026-03-312026-04-24

OKE ONEOK INC NEW4.3K shares-20.94%2026-03-312026-04-24

WFC WELLS FARGO & CO4.9K shares0.49%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL814 shares11.20%2026-03-312026-04-24

COF CAPITAL ONE FINL CORP2.1K shares0.24%2026-03-312026-04-24

COKE COCA COLA CONS INC2.0K shares0.00%2026-03-312026-04-24

RTX RTX CORPORATION2.0K shares1.66%2026-03-312026-04-24

Sponsored

EVRG EVERGY INC4.6K shares1.41%2026-03-312026-04-24

FDX FEDEX CORP1.1K shares0.00%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC7.4K shares-21.51%2026-03-312026-04-24

VTI VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-24

RSPM INVESCO EXCHANGE TRADED FD T9.2K shares0.87%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC2.9K shares2.97%2026-03-312026-04-24

NVG NUVEEN AMT FREE MUN CR INC F27.2K shares0.00%2026-03-312026-04-24

JBHT HUNT J B TRANS SVCS INC1.6K shares-2.01%2026-03-312026-04-24

Sponsored

BN BROOKFIELD CORP8.2K shares0.00%2026-03-312026-04-24

CAT CATERPILLAR INC466 shares2.19%2026-03-312026-04-24

MCD MCDONALDS CORP1.0K shares0.10%2026-03-312026-04-24

QCOM QUALCOMM INC2.4K shares6.92%2026-03-312026-04-24

PEP PEPSICO INC2.0K shares1.26%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS1.2K shares4.83%2026-03-312026-04-24

PH PARKER-HANNIFIN CORP323 shares0.00%2026-03-312026-04-24

META META PLATFORMS INC504 shares4.35%2026-03-312026-04-24

Sponsored

RSPR INVESCO EXCHANGE TRADED FD T8.5K shares5.92%2026-03-312026-04-24

VLO VALERO ENERGY CORP1.1K sharesnew addition2026-03-312026-04-24

CITIGROUP INC CITIGROUP INC2.4K shares4.66%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC1.4K shares0.00%2026-03-312026-04-24

USB US BANCORP5.3K shares-3.32%2026-03-312026-04-24

IRM IRON MTN INC DEL2.7K shares0.98%2026-03-312026-04-24

KMI KINDER MORGAN INC DEL7.9K shares0.91%2026-03-312026-04-24

ET ENERGY TRANSFER L P13.4K shares-20.05%2026-03-312026-04-24

Sponsored

AMP AMERIPRISE FINL INC551 shares0.36%2026-03-312026-04-24

JCI JOHNSON CONTROLS INTERNATION1.8K shares0.00%2026-03-312026-04-24

VICI VICI PPTYS INC8.7K shares1.62%2026-03-312026-04-24

FCX FREEPORT MCMORAN INC4.0K shares1.51%2026-03-312026-04-24

TRV TRAVELERS COMPANIES INC812 shares0.00%2026-03-312026-04-24

DPZ DOMINOS PIZZA INC660 shares0.00%2026-03-312026-04-24

DLR DIGITAL RLTY TR INC1.3K sharesnew addition2026-03-312026-04-24

INTC INTEL CORP5.3K sharesnew addition2026-03-312026-04-24

Sponsored

WBD WARNER BROS DISCOVERY INC8.5K shares-5.96%2026-03-312026-04-24

BHP BHP BILLITON LIMITED3.1K sharesnew addition2026-03-312026-04-24

CMS CMS ENERGY CORP2.8K sharesnew addition2026-03-312026-04-24

XEL XCEL ENERGY INC2.7K shares0.62%2026-03-312026-04-24

DELL DELL TECHNOLOGIES INC1.3K sharesnew addition2026-03-312026-04-24

TXN TEXAS INSTRS INC1.1K sharesnew addition2026-03-312026-04-24

ZION ZIONS BANCORPORATION NATL AS3.6K shares0.72%2026-03-312026-04-24

CIBR FIRST TR EXCHANGE-TRADED FD3.3K shares6.40%2026-03-312026-04-24

Sponsored

ADI ANALOG DEVICES INC652 sharesnew addition2026-03-312026-04-24

WEC ENERGY GROUP INC WEC ENERGY GROUP INC1.8K sharesnew addition2026-03-312026-04-24

MS MORGAN STANLEY1.2K shares0.33%2026-03-312026-04-24

NOC NORTHROP GRUMMAN CORP296 sharesnew addition2026-03-312026-04-24

AFL AFLAC INC1.8K shares0.50%2026-03-312026-04-24

F FORD MTR CO15.9K shares0.02%2026-03-312026-04-24

MUA BLACKROCK MUNIASSETS FD INC16.4K shares0.00%2026-03-312026-04-24

NOM NUVEEN MO QUALITY MUN INCOME12.4K shares0.00%2026-03-312026-04-24

Sponsored

BTG B2GOLD CORP11.2K shares0.00%2026-03-312026-04-24

JKHY

HENRY JACK & ASSOC INC

2.50%

Shares233.6K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

0.13%

Shares130.8K

Event2026-03-31

Filed2026-04-24

ORLY

OREILLY AUTOMOTIVE INC

-0.07%

Shares147.0K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

0.24%

Shares33.8K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-9.73%

Shares20.7K

Event2026-03-31

Filed2026-04-24

TMFC

RBB FD INC

1.93%

Shares79.6K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

1.67%

Shares12.2K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

0.20%

Shares11.3K

Event2026-03-31

Filed2026-04-24

RSPT

INVESCO EXCHANGE TRADED FD T

5.32%

Shares87.4K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

-7.23%

Shares14.6K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

-0.55%

Shares10.9K

Event2026-03-31

Filed2026-04-24

XLG

INVESCO EXCHANGE TRADED FD T

4.64%

Shares40.2K

Event2026-03-31

Filed2026-04-24

SBUX

STARBUCKS CORP

-0.13%

Shares22.7K

Event2026-03-31

Filed2026-04-24

FPE

FIRST TR EXCH TRADED FD III

-4.90%

Shares111.5K

Event2026-03-31

Filed2026-04-24

EMLP

FIRST TR EXCHANGE-TRADED FD

0.24%

Shares42.7K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-2.95%

Shares8.9K

Event2026-03-31

Filed2026-04-24

SGOV

ISHARES TR

7.14%

Shares16.7K

Event2026-03-31

Filed2026-04-24

FVD

FIRST TR EXCHANGE-TRADED FD

-0.77%

Shares35.2K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

-0.96%

Shares10.9K

Event2026-03-31

Filed2026-04-24

RSPF

INVESCO EXCHANGE TRADED FD T

6.58%

Shares21.8K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

5.27%

Shares2.5K

Event2026-03-31

Filed2026-04-24

FPEI

FIRST TR EXCH TRADED FD III

0.00%

Shares76.6K

Event2026-03-31

Filed2026-04-24

GLW

CORNING INC

6.11%

Shares10.4K

Event2026-03-31

Filed2026-04-24

LNG

CHENIERE ENERGY INC

5.30%

Shares5.0K

Event2026-03-31

Filed2026-04-24

RSPN

INVESCO EXCHANGE TRADED FD T

0.31%

Shares23.9K

Event2026-03-31

Filed2026-04-24

RDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares19.5K

Event2026-03-31

Filed2026-04-24

AT&T INC

-2.96%

Shares45.7K

Event2026-03-31

Filed2026-04-24

RSPH

INVESCO EXCHANGE TRADED FD T

0.85%

Shares43.4K

Event2026-03-31

Filed2026-04-24

PHILIP MORRIS INTL INC

0.27%

Shares7.5K

Event2026-03-31

Filed2026-04-24

RSPD

INVESCO EXCHANGE TRADED FD T

6.21%

Shares21.8K

Event2026-03-31

Filed2026-04-24

GE AEROSPACE

-0.18%

Shares4.0K

Event2026-03-31

Filed2026-04-24

MICRON TECHNOLOGY INC

1.11%

Shares3.3K

Event2026-03-31

Filed2026-04-24

LMT

LOCKHEED MARTIN CORP

0.17%

Shares1.8K

Event2026-03-31

Filed2026-04-24

CSX

CSX CORP

0.14%

Shares26.1K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

0.72%

Shares3.2K

Event2026-03-31

Filed2026-04-24

TSN

TYSON FOODS INC

0.00%

Shares16.4K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

0.81%

Shares3.0K

Event2026-03-31

Filed2026-04-24

BLACKSTONE INC

5.18%

Shares8.1K

Event2026-03-31

Filed2026-04-24

GEV

GE VERNOVA INC

-0.38%

Shares1.0K

Event2026-03-31

Filed2026-04-24

RSPC

INVESCO EXCHANGE TRADED FD T

6.71%

Shares23.8K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

0.03%

Shares3.0K

Event2026-03-31

Filed2026-04-24

LAM RESEARCH CORP

0.13%

Shares4.0K

Event2026-03-31

Filed2026-04-24

ALTRIA GROUP INC

0.85%

Shares12.9K

Event2026-03-31

Filed2026-04-24

TIDAL TRUST II

0.00%

Shares23.3K

Event2026-03-31

Filed2026-04-24

ORCL

ORACLE CORP

0.27%

Shares5.6K

Event2026-03-31

Filed2026-04-24

FEGE

RBB FUND TRUST

23.40%

Shares17.4K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

-1.77%

Shares1.2K

Event2026-03-31

Filed2026-04-24

HYLS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares18.9K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

1.46%

Shares3.1K

Event2026-03-31

Filed2026-04-24

EPD

ENTERPRISE PRODS PARTNERS L

1.50%

Shares20.0K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

0.90%

Shares2.5K

Event2026-03-31

Filed2026-04-24

GOLDMAN SACHS GROUP INC

1.07%

Shares852

Event2026-03-31

Filed2026-04-24

RSPG

INVESCO EXCHANGE TRADED FD T

-3.89%

Shares6.6K

Event2026-03-31

Filed2026-04-24

AMAT

APPLIED MATLS INC

0.15%

Shares2.0K

Event2026-03-31

Filed2026-04-24

DUKE ENERGY CORP NEW

1.74%

Shares5.0K

Event2026-03-31

Filed2026-04-24

GILD

GILEAD SCIENCES INC

2.16%

Shares4.6K

Event2026-03-31

Filed2026-04-24

CASY

CASEYS GEN STORES INC

0.00%

Shares875

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYS INC

0.20%

Shares8.1K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

1.82%

Shares670

Event2026-03-31

Filed2026-04-24

BBN

BLACKROCK TAX MUNICPAL BD TR

0.00%

Shares36.4K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

-1.18%

Shares1.3K

Event2026-03-31

Filed2026-04-24

ALPS ETF TR

-4.13%

Shares10.8K

Event2026-03-31

Filed2026-04-24

FIX

COMFORT SYS USA INC

0.00%

Shares410

Event2026-03-31

Filed2026-04-24

SHLD

GLOBAL X FDS

9.46%

Shares7.9K

Event2026-03-31

Filed2026-04-24

RSPS

INVESCO EXCHANGE TRADED FD T

6.20%

Shares18.5K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC

1.44%

Shares2.5K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

1.70%

Shares538

Event2026-03-31

Filed2026-04-24

RSPU

INVESCO EXCHANGE TRADED FD T

6.30%

Shares6.6K

Event2026-03-31

Filed2026-04-24

COP

CONOCOPHILLIPS

-3.47%

Shares4.0K

Event2026-03-31

Filed2026-04-24

BMY

BRISTOL-MYERS SQUIBB CO

1.22%

Shares8.5K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-24

PGF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares36.4K

Event2026-03-31

Filed2026-04-24

AMGN

AMGEN INC

1.82%

Shares1.4K

Event2026-03-31

Filed2026-04-24

ATO

ATMOS ENERGY CORP

0.58%

Shares2.6K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD TR

-2.10%

Shares1.1K

Event2026-03-31

Filed2026-04-24

AXP

AMERICAN EXPRESS CO

4.19%

Shares1.6K

Event2026-03-31

Filed2026-04-24

BAC

BANK AMERICA CORP

0.98%

Shares9.7K

Event2026-03-31

Filed2026-04-24

NEE

NEXTERA ENERGY INC

2.18%

Shares5.0K

Event2026-03-31

Filed2026-04-24

GBAB

GUGGENHEIM TAXABLE MUNICP BO

0.00%

Shares31.2K

Event2026-03-31

Filed2026-04-24

REALTY INCOME CORP

1.12%

Shares7.4K

Event2026-03-31

Filed2026-04-24

RIO

RIO TINTO PLC

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-24

COCA COLA CO

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-24

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-24

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-24

PSX

PHILLIPS 66

-5.11%

Shares2.3K

Event2026-03-31

Filed2026-04-24

CANADIAN PACIFIC KANSAS CITY

-16.09%

Shares5.2K

Event2026-03-31

Filed2026-04-24

WMB

WILLIAMS COS INC

0.71%

Shares5.6K

Event2026-03-31

Filed2026-04-24

PFE

PFIZER INC

-0.33%

Shares14.3K

Event2026-03-31

Filed2026-04-24

DOMINION ENERGY INC

1.06%

Shares6.5K

Event2026-03-31

Filed2026-04-24

KLAC

KLA CORP

-20.00%

Shares272

Event2026-03-31

Filed2026-04-24

OKE

ONEOK INC NEW

-20.94%

Shares4.3K

Event2026-03-31

Filed2026-04-24

WFC

WELLS FARGO & CO

0.49%

Shares4.9K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

11.20%

Shares814

Event2026-03-31

Filed2026-04-24

COF

CAPITAL ONE FINL CORP

0.24%

Shares2.1K

Event2026-03-31

Filed2026-04-24

COKE

COCA COLA CONS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

1.66%

Shares2.0K

Event2026-03-31

Filed2026-04-24

EVRG

EVERGY INC

1.41%

Shares4.6K

Event2026-03-31

Filed2026-04-24

FDX

FEDEX CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-24

VERIZON COMMUNICATIONS INC

-21.51%

Shares7.4K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-24

RSPM

INVESCO EXCHANGE TRADED FD T

0.87%

Shares9.2K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

2.97%

Shares2.9K

Event2026-03-31

Filed2026-04-24

NVG

NUVEEN AMT FREE MUN CR INC F

0.00%

Shares27.2K

Event2026-03-31

Filed2026-04-24

JBHT

HUNT J B TRANS SVCS INC

-2.01%

Shares1.6K

Event2026-03-31

Filed2026-04-24

BROOKFIELD CORP

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

2.19%

Shares466

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

0.10%

Shares1.0K

Event2026-03-31

Filed2026-04-24

QCOM

QUALCOMM INC

6.92%

Shares2.4K

Event2026-03-31

Filed2026-04-24

PEP

PEPSICO INC

1.26%

Shares2.0K

Event2026-03-31

Filed2026-04-24

IBM

INTERNATIONAL BUSINESS MACHS

4.83%

Shares1.2K

Event2026-03-31

Filed2026-04-24

PARKER-HANNIFIN CORP

0.00%

Shares323

Event2026-03-31

Filed2026-04-24