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The Analysis of WBH ADVISORY INC's Holdings & P&L

Currently, WBH ADVISORY INC holds 350 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in JBND (+68.3K shares, valued at $3.7M), N/A (+15.4K shares, valued at $3.0M), SCHB (+86.9K shares, valued at $2.2M); decreased their positions in VGT (-7.5K shares, valued at $5.3M), SCHG (-88.2K shares, valued at $2.6M), XLF (-38.8K shares, valued at $1.9M); initiated new positions in N/A (+15.4K shares, valued at $3.0M), VLUE (+13.4K shares, valued at $1.9M), SMH (+2.8K shares, valued at $1.1M).

1M P&L

+45.7M+3.34%

3M P&L

-384.2M-21.36%

HY P&L

-326.0M-18.73%

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/A1.1B

86.9%

2Consumer Electronics18.2M

1.4%

3Software - Infrastructure18.1M

1.4%

Top Industries by Stock Count

1N/A196 stocks

59.2%

2Drug Manufacturers - General6 stocks

1.8%

3Semiconductors6 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS214.1K shares-0.27%2026-03-312026-04-27

VGT VANGUARD WORLD FD80.8K shares-8.52%2026-03-312026-04-27

SPYM SPDR SERIES TRUST711.0K shares2.65%2026-03-312026-04-27

SCHB SCHWAB STRATEGIC TR2.1M shares4.27%2026-03-312026-04-27

XLK SELECT SECTOR SPDR TR298.7K shares3.22%2026-03-312026-04-27

VXUS VANGUARD STAR FDS491.3K shares2.18%2026-03-312026-04-27

FBND FIDELITY MERRIMACK STR TR733.8K shares3.00%2026-03-312026-04-27

BDYN BLACKROCK ETF TRUST1.1M shares4.25%2026-03-312026-04-27

Sponsored

BND VANGUARD BD INDEX FDS330.5K shares-6.62%2026-03-312026-04-27

VB VANGUARD INDEX FDS89.3K shares-3.29%2026-03-312026-04-27

VCSH VANGUARD SCOTTSDALE FDS290.5K shares6.21%2026-03-312026-04-27

VGIT VANGUARD SCOTTSDALE FDS376.6K shares6.61%2026-03-312026-04-27

SCHG SCHWAB STRATEGIC TR742.1K shares-10.62%2026-03-312026-04-27

IVV ISHARES TR32.9K shares-0.38%2026-03-312026-04-27

SCHX SCHWAB STRATEGIC TR815.8K shares-1.26%2026-03-312026-04-27

VGSH VANGUARD SCOTTSDALE FDS346.4K shares4.56%2026-03-312026-04-27

Sponsored

IEFA ISHARES TR216.6K shares6.19%2026-03-312026-04-27

BDVL BLACKROCK ETF TRUST774.7K shares-2.14%2026-03-312026-04-27

AAPL APPLE INC71.2K shares-0.91%2026-03-312026-04-27

SCHF SCHWAB STRATEGIC TR713.6K shares1.68%2026-03-312026-04-27

XLY SELECT SECTOR SPDR TR153.3K shares-7.72%2026-03-312026-04-27

XLC SELECT SECTOR SPDR TR150.5K shares-1.77%2026-03-312026-04-27

VHT VANGUARD WORLD FD58.7K shares-5.55%2026-03-312026-04-27

XLF SELECT SECTOR SPDR TR317.9K shares-10.88%2026-03-312026-04-27

Sponsored

SPSM SPDR SERIES TRUST313.5K shares1.08%2026-03-312026-04-27

MSFT MICROSOFT CORP40.6K shares-0.56%2026-03-312026-04-27

ITOT ISHARES TR101.6K shares-3.16%2026-03-312026-04-27

XLI SELECT SECTOR SPDR TR86.7K shares-4.61%2026-03-312026-04-27

JBND J P MORGAN EXCHANGE TRADED F251.5K shares37.27%2026-03-312026-04-27

NEAR ISHARES U S ETF TR250.4K shares7.45%2026-03-312026-04-27

SPMD SPDR SERIES TRUST211.9K shares1.13%2026-03-312026-04-27

VFH VANGUARD WORLD FD100.9K shares-7.56%2026-03-312026-04-27

Sponsored

CGCP CAPITAL GRP FIXED INCM ETF T527.2K shares3.70%2026-03-312026-04-27

XLV SELECT SECTOR SPDR TR79.0K shares-3.24%2026-03-312026-04-27

VT VANGUARD INTL EQUITY INDEX F80.8K shares-3.11%2026-03-312026-04-27

SPDW SPDR INDEX SHS FDS226.9K shares16.39%2026-03-312026-04-27

IEMG ISHARES INC136.4K shares12.83%2026-03-312026-04-27

JCPB J P MORGAN EXCHANGE TRADED F193.2K shares6.87%2026-03-312026-04-27

LQD ISHARES TR82.6K shares17.05%2026-03-312026-04-27

XLE SELECT SECTOR SPDR TR146.2K shares-3.02%2026-03-312026-04-27

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL18.0K shares-1.15%2026-03-312026-04-27

VEU VANGUARD INTL EQUITY INDEX F112.3K shares0.06%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T13.0K shares0.13%2026-03-312026-04-27

QQQM INVESCO EXCH TRADED FD TR II34.2K shares-3.92%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR11.7K shares-3.78%2026-03-312026-04-27

SCHE SCHWAB STRATEGIC TR202.4K shares8.01%2026-03-312026-04-27

ALPHABET INC ALPHABET INC22.2K shares-3.81%2026-03-312026-04-27

LLY ELI LILLY & CO6.9K shares-5.07%2026-03-312026-04-27

Sponsored

BSV VANGUARD BD INDEX FDS81.4K shares-7.55%2026-03-312026-04-27

IEUR ISHARES TR84.5K shares-12.40%2026-03-312026-04-27

SPEM SPDR INDEX SHS FDS120.1K shares17.70%2026-03-312026-04-27

IXUS ISHARES TR64.0K shares-0.06%2026-03-312026-04-27

MBB ISHARES TR57.5K shares-18.80%2026-03-312026-04-27

VOX VANGUARD WORLD FD29.9K shares0.87%2026-03-312026-04-27

AGG ISHARES TR52.7K shares29.33%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON21.2K shares0.76%2026-03-312026-04-27

Sponsored

SPTS SPDR SERIES TRUST163.5K shares-0.60%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION4.7K shares-4.41%2026-03-312026-04-27

BINC BLACKROCK ETF TRUST II89.2K shares32.31%2026-03-312026-04-27

SCHA SCHWAB STRATEGIC TR150.2K shares0.40%2026-03-312026-04-27

IYW ISHARES TR23.7K shares-0.67%2026-03-312026-04-27

VTV VANGUARD INDEX FDS21.9K shares-11.61%2026-03-312026-04-27

PG PROCTER & GAMBLE CO29.9K shares-16.81%2026-03-312026-04-27

VUG VANGUARD INDEX FDS9.7K shares-8.12%2026-03-312026-04-27

Sponsored

XLP SELECT SECTOR SPDR TR52.5K shares15.95%2026-03-312026-04-27

ALPHABET INC ALPHABET INC14.4K shares2.78%2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F78.0K shares1.42%2026-03-312026-04-27

MCD MCDONALDS CORP13.7K shares-0.94%2026-03-312026-04-27

VV VANGUARD INDEX FDS13.7K shares91.50%2026-03-312026-04-27

IJR ISHARES TR32.9K shares-5.36%2026-03-312026-04-27

AMZN AMAZON COM INC18.3K shares8.26%2026-03-312026-04-27

VGLT VANGUARD SCOTTSDALE FDS69.8K shares27.64%2026-03-312026-04-27

Sponsored

VOOV VANGUARD ADMIRAL FDS INC18.6K shares-4.51%2026-03-312026-04-27

IVW ISHARES TR32.8K shares-0.34%2026-03-312026-04-27

JGLO J P MORGAN EXCHANGE TRADED F57.1K shares12.18%2026-03-312026-04-27

PEP PEPSICO INC23.8K shares-1.53%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR120.8K shares3.47%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS6.1K shares74.93%2026-03-312026-04-27

CAT CATERPILLAR INC4.9K shares-1.51%2026-03-312026-04-27

DGRO ISHARES TR48.5K shares4.03%2026-03-312026-04-27

Sponsored

URTH ISHARES INC18.1K shares-0.64%2026-03-312026-04-27

RING ISHARES INC39.7K shares-2.55%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO10.8K shares-14.86%2026-03-312026-04-27

VIS VANGUARD WORLD FD10.0K shares-13.16%2026-03-312026-04-27

NVDA NVIDIA CORPORATION17.5K shares84.48%2026-03-312026-04-27

VCR VANGUARD WORLD FD8.5K shares32.38%2026-03-312026-04-27

CMI CUMMINS INC5.5K shares-3.06%2026-03-312026-04-27

XLU SELECT SECTOR SPDR TR65.9K shares0.45%2026-03-312026-04-27

Sponsored

GLDM WORLD GOLD TR32.2K shares-8.13%2026-03-312026-04-27

SCHQ SCHWAB STRATEGIC TR95.3K shares-25.85%2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T15.4K sharesnew addition2026-03-312026-04-27

WMT WALMART INC23.7K shares-0.40%2026-03-312026-04-27

TLH ISHARES TR29.0K shares6.15%2026-03-312026-04-27

SCHO SCHWAB STRATEGIC TR118.2K shares-4.23%2026-03-312026-04-27

EFA ISHARES TR28.0K shares-1.81%2026-03-312026-04-27

XLB SELECT SECTOR SPDR TR54.5K shares0.22%2026-03-312026-04-27

Sponsored

JIRE J P MORGAN EXCHANGE TRADED F35.0K shares4.20%2026-03-312026-04-27

VDE VANGUARD WORLD FD15.9K shares-4.81%2026-03-312026-04-27

CSCO CISCO SYS INC33.7K shares-7.70%2026-03-312026-04-27

QUAL ISHARES TR13.1K shares0.47%2026-03-312026-04-27

SCHM SCHWAB STRATEGIC TR79.7K shares-0.55%2026-03-312026-04-27

META META PLATFORMS INC4.3K shares24.54%2026-03-312026-04-27

JAVA J P MORGAN EXCHANGE TRADED F33.3K shares8.85%2026-03-312026-04-27

VPU VANGUARD WORLD FD12.0K shares-11.72%2026-03-312026-04-27

Sponsored

IEF ISHARES TR24.6K shares111.81%2026-03-312026-04-27

VNQ VANGUARD INDEX FDS25.1K shares-1.66%2026-03-312026-04-27

XLRE SELECT SECTOR SPDR TR53.3K shares1.60%2026-03-312026-04-27

VDC VANGUARD WORLD FD9.7K shares-0.14%2026-03-312026-04-27

HD HOME DEPOT INC6.2K shares-4.57%2026-03-312026-04-27

GWW WW GRAINGER INC1.8K shares-3.20%2026-03-312026-04-27

JGRO J P MORGAN EXCHANGE TRADED F23.7K shares8.18%2026-03-312026-04-27

YUM YUM BRANDS INC13.1K shares-3.49%2026-03-312026-04-27

Sponsored

VLUE ISHARES TR13.4K sharesnew addition2026-03-312026-04-27

IVE ISHARES TR8.9K shares-4.99%2026-03-312026-04-27

V VISA INC6.3K shares-1.63%2026-03-312026-04-27

MUNI PIMCO ETF TR35.5K shares154.61%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS27.9K shares-17.60%2026-03-312026-04-27

SCHR SCHWAB STRATEGIC TR71.6K shares-9.12%2026-03-312026-04-27

TRV TRAVELERS COMPANIES INC6.1K shares-9.96%2026-03-312026-04-27

JMEE J P MORGAN EXCHANGE TRADED F26.1K shares3.24%2026-03-312026-04-27

Sponsored

GSLC GOLDMAN SACHS ETF TR13.5K shares-1.07%2026-03-312026-04-27

SCHZ SCHWAB STRATEGIC TR72.6K shares-0.07%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS7.8K shares-2.22%2026-03-312026-04-27

PAVE GLOBAL X FDS32.0K shares-0.14%2026-03-312026-04-27

BAC BANK AMERICA CORP33.4K shares-0.33%2026-03-312026-04-27

DE DEERE & CO2.9K shares0.00%2026-03-312026-04-27

IWY ISHARES TR6.5K shares4.91%2026-03-312026-04-27

MA MASTERCARD INCORPORATED3.2K shares0.00%2026-03-312026-04-27

Sponsored

DVY ISHARES TR10.2K shares-3.32%2026-03-312026-04-27

LOW LOWES COS INC6.4K shares-1.31%2026-03-312026-04-27

CVX CHEVRON CORPORATION7.6K shares7.67%2026-03-312026-04-27

HON HONEYWELL INTL INC6.5K shares0.02%2026-03-312026-04-27

WM WASTE MGMT INC DEL6.4K shares-2.35%2026-03-312026-04-27

USIG ISHARES TR28.0K shares3.25%2026-03-312026-04-27

CSX CSX CORP34.2K shares-9.15%2026-03-312026-04-27

PH PARKER-HANNIFIN CORP1.5K shares0.00%2026-03-312026-04-27

Sponsored

JPIE J P MORGAN EXCHANGE TRADED F30.6K shares-8.80%2026-03-312026-04-27

ORCL ORACLE CORP9.6K shares-0.44%2026-03-312026-04-27

FEZ SPDR INDEX SHS FDS22.0K shares-4.83%2026-03-312026-04-27

XOM EXXON MOBIL CORP8.6K shares10.62%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC9.4K shares-0.36%2026-03-312026-04-27

IUSB ISHARES TR29.9K shares-1.66%2026-03-312026-04-27

NOC NORTHROP GRUMMAN CORP1.9K shares-1.24%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC11.0K shares-3.10%2026-03-312026-04-27

Sponsored

ABBV ABBVIE INC6.1K shares-2.11%2026-03-312026-04-27

FLOT ISHARES TR25.9K shares-1.68%2026-03-312026-04-27

RTX RTX CORPORATION6.5K shares-3.85%2026-03-312026-04-27

DIS DISNEY WALT CO12.8K shares-13.06%2026-03-312026-04-27

XAR SPDR SERIES TRUST4.7K shares-4.76%2026-03-312026-04-27

NSC NORFOLK SOUTHN CORP4.2K shares-1.09%2026-03-312026-04-27

EWJ ISHARES INC13.7K shares1.24%2026-03-312026-04-27

DIA STATE STR SPDR DOW JONES IND2.5K shares-0.66%2026-03-312026-04-27

Sponsored

CB CHUBB LTD SWITZ3.6K shares-0.63%2026-03-312026-04-27

PSA PUBLIC STORAGE OPER CO4.3K shares0.00%2026-03-312026-04-27

TFI SPDR SERIES TRUST25.9K shares-0.02%2026-03-312026-04-27

SUI SUN CMNTYS INC9.1K shares-8.30%2026-03-312026-04-27

KO COCA COLA CO15.1K shares-12.99%2026-03-312026-04-27

TSLA TESLA INC3.0K shares18.49%2026-03-312026-04-27

PNC PNC FINL SVCS GROUP INC5.4K shares0.28%2026-03-312026-04-27

NEE NEXTERA ENERGY INC12.2K shares-5.19%2026-03-312026-04-27

Sponsored

XLG INVESCO EXCHANGE TRADED FD T20.6K shares-0.21%2026-03-312026-04-27

ESGU ISHARES TR7.9K shares-0.03%2026-03-312026-04-27

EZU ISHARES INC17.6K shares-1.22%2026-03-312026-04-27

VTEB VANGUARD MUN BD FDS22.3K shares-43.44%2026-03-312026-04-27

AOR ISHARES TR17.0K shares0.00%2026-03-312026-04-27

SMH VANECK ETF TRUST2.8K sharesnew addition2026-03-312026-04-27

ACWV ISHARES INC9.2K shares0.38%2026-03-312026-04-27

MLN VANECK ETF TRUST61.1K shares126.91%2026-03-312026-04-27

Sponsored

SCHV SCHWAB STRATEGIC TR32.6K shares-1.17%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO3.3K shares0.00%2026-03-312026-04-27

BLACKROCK INC BLACKROCK INC1.0K shares0.00%2026-03-312026-04-27

SHW SHERWIN WILLIAMS CO3.0K shares0.00%2026-03-312026-04-27

MELI MERCADOLIBRE INC547 shares1.86%2026-03-312026-04-27

APH AMPHENOL CORP7.3K shares-1.82%2026-03-312026-04-27

SPMO INVESCO EXCH TRADED FD TR II8.0K shares24.76%2026-03-312026-04-27

GLW CORNING INC6.5K shares-14.55%2026-03-312026-04-27

Sponsored

PM PHILIP MORRIS INTL INC5.7K shares-0.30%2026-03-312026-04-27

IJH ISHARES TR13.1K shares-4.38%2026-03-312026-04-27

MKC MCCORMICK & CO INC17.8K shares-10.15%2026-03-312026-04-27

SPHY SPDR SERIES TRUST36.4K shares14.37%2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC980 shares0.00%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP1.4K shares0.00%2026-03-312026-04-27

VO VANGUARD INDEX FDS2.8K shares0.04%2026-03-312026-04-27

SPGP INVESCO EXCHANGE TRADED FD T7.4K shares-2.09%2026-03-312026-04-27

Sponsored

AJG GALLAGHER ARTHUR J & CO3.7K shares15.32%2026-03-312026-04-27

CTAS CINTAS CORP4.6K shares0.17%2026-03-312026-04-27

VAW VANGUARD WORLD FD3.4K shares-8.81%2026-03-312026-04-27

UNP UNION PAC CORP3.2K shares1.37%2026-03-312026-04-27

CEG CONSTELLATION ENERGY CORP2.7K shares5.90%2026-03-312026-04-27

LITE LUMENTUM HLDGS INC1.0K shares0.00%2026-03-312026-04-27

IYG ISHARES TR9.1K shares-0.12%2026-03-312026-04-27

SBUX STARBUCKS CORP8.3K shares-7.78%2026-03-312026-04-27

Sponsored

URI UNITED RENTALS INC1.0K shares0.00%2026-03-312026-04-27

NKE NIKE INC16.2K shares-12.85%2026-03-312026-04-27

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-27

TT TRANE TECHNOLOGIES PLC1.6K shares-1.62%2026-03-312026-04-27

ISRG INTUITIVE SURGICAL INC1.5K shares0.00%2026-03-312026-04-27

INTU INTUIT1.6K shares0.06%2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS2.8K shares-12.97%2026-03-312026-04-27

CL COLGATE PALMOLIVE CO8.0K shares-2.66%2026-03-312026-04-27

Sponsored

GNMA ISHARES TR15.4K shares-0.86%2026-03-312026-04-27

ACWX ISHARES TR9.7K shares3.95%2026-03-312026-04-27

IWD ISHARES TR3.1K shares-4.67%2026-03-312026-04-27

NOW SERVICENOW INC6.3K shares0.00%2026-03-312026-04-27

MDY STATE STR SPDR S&P MIDCAP 401.0K shares0.00%2026-03-312026-04-27

DFAC DIMENSIONAL ETF TRUST16.5K shares0.00%2026-03-312026-04-27

ITM VANECK ETF TRUST13.6K shares0.00%2026-03-312026-04-27

USMV ISHARES TR6.7K shares-8.34%2026-03-312026-04-27

Sponsored

PFFD GLOBAL X FDS33.9K shares16.86%2026-03-312026-04-27

EMR EMERSON ELEC CO4.7K shares0.00%2026-03-312026-04-27

ISHARES GOLD TR ISHARES GOLD TR6.9K shares-8.84%2026-03-312026-04-27

LCTU BLACKROCK ETF TRUST8.7K shares-3.71%2026-03-312026-04-27

AMGN AMGEN INC1.7K shares0.00%2026-03-312026-04-27

FELV FIDELITY COVINGTON TRUST17.1K shares-8.48%2026-03-312026-04-27

MLM MARTIN MARIETTA MATLS INC1.0K shares-9.83%2026-03-312026-04-27

SOXX ISHARES TR1.7K shares0.00%2026-03-312026-04-27

Sponsored

SPSB SPDR SERIES TRUST19.7K shares87.83%2026-03-312026-04-27

SPMB SPDR SERIES TRUST26.4K shares0.01%2026-03-312026-04-27

BROADCOM INC BROADCOM INC1.9K shares-5.03%2026-03-312026-04-27

KMB KIMBERLY-CLARK CORP6.0K shares-6.63%2026-03-312026-04-27

TMUS T-MOBILE US INC2.8K shares11.43%2026-03-312026-04-27

IGSB ISHARES TR11.1K shares137.93%2026-03-312026-04-27

EATON CORP PLC EATON CORP PLC1.6K shares-1.86%2026-03-312026-04-27

VUSB VANGUARD BD INDEX FDS11.6K shares0.00%2026-03-312026-04-27

Sponsored

LINDE PLC LINDE PLC1.2K shares0.00%2026-03-312026-04-27

BBAG J P MORGAN EXCHANGE TRADED F12.4K sharesnew addition2026-03-312026-04-27

GLD SPDR GOLD TR1.3K shares-1.75%2026-03-312026-04-27

ADP AUTOMATIC DATA PROCESSING IN2.8K shares-0.89%2026-03-312026-04-27

MO ALTRIA GROUP INC8.5K shares-1.88%2026-03-312026-04-27

SUB ISHARES TR5.1K shares0.00%2026-03-312026-04-27

IGV ISHARES TR6.8K shares-5.05%2026-03-312026-04-27

CHDN CHURCHILL DOWNS INC6.1K shares0.00%2026-03-312026-04-27

Sponsored

SHY ISHARES TR6.5K sharesnew addition2026-03-312026-04-27

PCY INVESCO EXCH TRADED FD TR II25.2K shares-1.69%2026-03-312026-04-27

HYMB SPDR SERIES TRUST20.9K shares-1.86%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE1.8K shares5.23%2026-03-312026-04-27

IWF ISHARES TR1.1K shares15.74%2026-03-312026-04-27

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.8K shares-10.41%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC2.3K shares74.81%2026-03-312026-04-27

PFE PFIZER INC16.8K shares-2.92%2026-03-312026-04-27

Sponsored

SPHD INVESCO EXCH TRADED FD TR II9.7K shares0.00%2026-03-312026-04-27

AFL AFLAC INC4.3K shares-1.14%2026-03-312026-04-27

FNCL FIDELITY COVINGTON TRUST6.8K shares0.00%2026-03-312026-04-27

AEP AMERICAN ELEC PWR CO INC3.6K shares-0.41%2026-03-312026-04-27

IXP ISHARES TR4.1K shares-0.22%2026-03-312026-04-27

T AT&T INC16.6K shares-0.26%2026-03-312026-04-27

PFM INVESCO EXCHANGE TRADED FD T9.1K shares-8.34%2026-03-312026-04-27

ABT ABBOTT LABORATORIES4.5K shares-22.97%2026-03-312026-04-27

Sponsored

APD AIR PRODUCTS AND CHEMICALS I1.5K shares0.00%2026-03-312026-04-27

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.2K shares3.01%2026-03-312026-04-27

SMMU PIMCO ETF TR8.6K shares0.00%2026-03-312026-04-27

EFAV ISHARES TR4.7K shares0.00%2026-03-312026-04-27

VWOB VANGUARD WHITEHALL FDS6.4K shares25.00%2026-03-312026-04-27

PRU PRUDENTIAL FINL INC4.3K shares-1.44%2026-03-312026-04-27

FUTY FIDELITY COVINGTON TRUST7.0K shares1.51%2026-03-312026-04-27

MKC.V MCCORMICK & CO INC8.5K shares0.00%2026-03-312026-04-27

Sponsored

IWB ISHARES TR1.1K shares16.24%2026-03-312026-04-27

BA BOEING CO2.0K shares4.67%2026-03-312026-04-27

HDV ISHARES TR3.0K shares-4.31%2026-03-312026-04-27

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II5.5K shares1.08%2026-03-312026-04-27

SCHH SCHWAB STRATEGIC TR18.6K shares-1.73%2026-03-312026-04-27

ODFL OLD DOMINION FREIGHT LINE IN2.0K shares0.00%2026-03-312026-04-27

FLTR VANECK ETF TRUST15.7K sharesnew addition2026-03-312026-04-27

VBK VANGUARD INDEX FDS1.3K shares4.02%2026-03-312026-04-27

Sponsored

MTUM ISHARES TR1.6K shares-1.50%2026-03-312026-04-27

ITW ILLINOIS TOOL WKS INC1.5K shares0.00%2026-03-312026-04-27

CSL CARLISLE COS INC1.1K shares0.00%2026-03-312026-04-27

LEMB ISHARES INC9.3K shares-0.68%2026-03-312026-04-27

BLACKSTONE INC BLACKSTONE INC3.3K shares-5.02%2026-03-312026-04-27

TGT TARGET CORP3.2K shares-4.68%2026-03-312026-04-27

CMCSA COMCAST CORP NEW13.4K shares-2.91%2026-03-312026-04-27

AMT AMERICAN TOWER CORP2.2K shares-49.29%2026-03-312026-04-27

Sponsored

ICLN ISHARES TR20.5K shares-2.55%2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC7.5K shares-4.10%2026-03-312026-04-27

DSI ISHARES TR3.0K shares-8.58%2026-03-312026-04-27

FAST FASTENAL CO8.0K shares-2.62%2026-03-312026-04-27

SNA SNAP ON INC1.0K shares0.00%2026-03-312026-04-27

IEI ISHARES TR3.1K shares0.00%2026-03-312026-04-27

CRM SALESFORCE INC2.0K shares-9.54%2026-03-312026-04-27

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.3K shares0.00%2026-03-312026-04-27

Sponsored

MET METLIFE INC4.9K shares-0.42%2026-03-312026-04-27

MUB ISHARES TR3.3K shares-2.51%2026-03-312026-04-27

TFC TRUIST FINL CORP7.5K shares6.41%2026-03-312026-04-27

PSX PHILLIPS 662.0K shares11.28%2026-03-312026-04-27

RACE FERRARI N V1.0K shares0.00%2026-03-312026-04-27

INTC INTEL CORP7.1K shares-1.74%2026-03-312026-04-27

LVHD LEGG MASON ETF INVT8.0K shares-33.67%2026-03-312026-04-27

FTEC FIDELITY COVINGTON TRUST1.6K shares-6.65%2026-03-312026-04-27

Sponsored

JQUA J P MORGAN EXCHANGE TRADED F5.3K shares0.00%2026-03-312026-04-27

BMY BRISTOL-MYERS SQUIBB CO5.3K shares19.29%2026-03-312026-04-27

PKW INVESCO EXCHANGE TRADED FD T2.4K shares-16.05%2026-03-312026-04-27

RSPT INVESCO EXCHANGE TRADED FD T7.0K shares0.00%2026-03-312026-04-27

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.6K shares18.20%2026-03-312026-04-27

GSEW GOLDMAN SACHS ETF TR3.7K shares6.41%2026-03-312026-04-27

GLOF ISHARES TR5.9K sharesnew addition2026-03-312026-04-27

SPTM SPDR SERIES TRUST3.8K sharesnew addition2026-03-312026-04-27

Sponsored

FSMD FIDELITY COVINGTON TRUST6.6K sharesnew addition2026-03-312026-04-27

PPG PPG INDS INC2.8K shares15.88%2026-03-312026-04-27

COP CONOCOPHILLIPS2.3K shares-3.38%2026-03-312026-04-27

MMM 3M CO2.0K shares-0.50%2026-03-312026-04-27

DHR DANAHER CORP DEL1.5K shares-1.63%2026-03-312026-04-27

USXF ISHARES TR5.2K shares-0.71%2026-03-312026-04-27

TROW PRICE T ROWE GROUP INC3.2K shares-14.21%2026-03-312026-04-27

KEYS KEYSIGHT TECHNOLOGIES INC977 sharesnew addition2026-03-312026-04-27

Sponsored

MLPA GLOBAL X FDS5.3K shares-0.26%2026-03-312026-04-27

HAS HASBRO INC3.2K shares0.00%2026-03-312026-04-27

PANW PALO ALTO NETWORKS INC1.8K shares52.08%2026-03-312026-04-27

VMC VULCAN MATLS CO1.0K shares-30.36%2026-03-312026-04-27

FDX FEDEX CORP776 shares6.45%2026-03-312026-04-27

EXC EXELON CORP5.7K shares-17.01%2026-03-312026-04-27

DGX QUEST DIAGNOSTICS INC1.4K shares0.00%2026-03-312026-04-27

MDLZ MONDELEZ INTL INC4.8K shares-11.01%2026-03-312026-04-27

Sponsored

IWO ISHARES TR871 shares0.00%2026-03-312026-04-27

VSS VANGUARD INTL EQUITY INDEX F1.9K shares0.00%2026-03-312026-04-27

ECL ECOLAB INC1.0K shares0.00%2026-03-312026-04-27

XBI SPDR SERIES TRUST2.1K shares0.00%2026-03-312026-04-27

ESGD ISHARES TR2.7K shares-1.67%2026-03-312026-04-27

SPYD SPDR SERIES TRUST5.8K shares0.00%2026-03-312026-04-27

WFC WELLS FARGO & CO3.2K shares7.12%2026-03-312026-04-27

QCOM QUALCOMM INC2.0K shares-2.57%2026-03-312026-04-27

Sponsored

BBIN J P MORGAN EXCHANGE TRADED F3.4K sharesnew addition2026-03-312026-04-27

OEF ISHARES TR794 shares0.00%2026-03-312026-04-27

SUSC ISHARES TR11.0K shares0.91%2026-03-312026-04-27

BIV VANGUARD BD INDEX FDS3.2K sharesnew addition2026-03-312026-04-27

ILCG ISHARES TR2.6K sharesnew addition2026-03-312026-04-27

HSY HERSHEY CO1.2K shares0.00%2026-03-312026-04-27

YUMC YUM CHINA HLDGS INC4.9K shares0.00%2026-03-312026-04-27

NXPI NXP SEMICONDUCTORS N V1.2K shares0.00%2026-03-312026-04-27

Sponsored

IJJ ISHARES TR1.8K shares0.00%2026-03-312026-04-27

IYY ISHARES TR1.5K shares0.00%2026-03-312026-04-27

ESGE ISHARES INC5.2K shares-12.46%2026-03-312026-04-27

DJP BARCLAYS BANK PLC4.9K sharesnew addition2026-03-312026-04-27

MTB M & T BK CORP1.1K shares-1.33%2026-03-312026-04-27

MAR MARRIOTT INTL INC NEW697 shares2.20%2026-03-312026-04-27

O REALTY INCOME CORP3.7K sharesnew addition2026-03-312026-04-27

LNT ALLIANT ENERGY CORP3.2K shares0.03%2026-03-312026-04-27

Sponsored

IGPT INVESCO EXCHANGE TRADED FD T3.8K shares-16.48%2026-03-312026-04-27

TSCO TRACTOR SUPPLY CO5.0K shares0.48%2026-03-312026-04-27

TXT TEXTRON INC2.5K sharesnew addition2026-03-312026-04-27

EMN EASTMAN CHEM CO2.9K sharesnew addition2026-03-312026-04-27

MU MICRON TECHNOLOGY INC593 sharesnew addition2026-03-312026-04-27

BDX BECTON DICKINSON & CO1.4K shares-1.14%2026-03-312026-04-27

AIZ ASSURANT INC1.0K shares0.00%2026-03-312026-04-27

VYM VANGUARD WHITEHALL FDS1.5K shares0.00%2026-03-312026-04-27

Sponsored

AMP AMERIPRISE FINL INC491 shares-0.41%2026-03-312026-04-27

AMAT APPLIED MATLS INC586 sharesnew addition2026-03-312026-04-27

STIP ISHARES TR2.0K shares0.00%2026-03-312026-04-27

CHD CHURCH & DWIGHT CO INC2.2K sharesnew addition2026-03-312026-04-27

AUR AURORA INNOVATION INC28.6K shares0.00%2026-03-312026-04-27

BLND BLEND LABS INC10.4K shares0.00%2026-03-312026-04-27

VTI

VANGUARD INDEX FDS

-0.27%

Shares214.1K

Event2026-03-31

Filed2026-04-27

VGT

VANGUARD WORLD FD

-8.52%

Shares80.8K

Event2026-03-31

Filed2026-04-27

SPYM

SPDR SERIES TRUST

2.65%

Shares711.0K

Event2026-03-31

Filed2026-04-27

SCHB

SCHWAB STRATEGIC TR

4.27%

Shares2.1M

Event2026-03-31

Filed2026-04-27

XLK

SELECT SECTOR SPDR TR

3.22%

Shares298.7K

Event2026-03-31

Filed2026-04-27

VXUS

VANGUARD STAR FDS

2.18%

Shares491.3K

Event2026-03-31

Filed2026-04-27

FBND

FIDELITY MERRIMACK STR TR

3.00%

Shares733.8K

Event2026-03-31

Filed2026-04-27

BDYN

BLACKROCK ETF TRUST

4.25%

Shares1.1M

Event2026-03-31

Filed2026-04-27

BND

VANGUARD BD INDEX FDS

-6.62%

Shares330.5K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-3.29%

Shares89.3K

Event2026-03-31

Filed2026-04-27

VCSH

VANGUARD SCOTTSDALE FDS

6.21%

Shares290.5K

Event2026-03-31

Filed2026-04-27

VGIT

VANGUARD SCOTTSDALE FDS

6.61%

Shares376.6K

Event2026-03-31

Filed2026-04-27

SCHG

SCHWAB STRATEGIC TR

-10.62%

Shares742.1K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

-0.38%

Shares32.9K

Event2026-03-31

Filed2026-04-27

SCHX

SCHWAB STRATEGIC TR

-1.26%

Shares815.8K

Event2026-03-31

Filed2026-04-27

VGSH

VANGUARD SCOTTSDALE FDS

4.56%

Shares346.4K

Event2026-03-31

Filed2026-04-27

IEFA

ISHARES TR

6.19%

Shares216.6K

Event2026-03-31

Filed2026-04-27

BDVL

BLACKROCK ETF TRUST

-2.14%

Shares774.7K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

-0.91%

Shares71.2K

Event2026-03-31

Filed2026-04-27

SCHF

SCHWAB STRATEGIC TR

1.68%

Shares713.6K

Event2026-03-31

Filed2026-04-27

XLY

SELECT SECTOR SPDR TR

-7.72%

Shares153.3K

Event2026-03-31

Filed2026-04-27

XLC

SELECT SECTOR SPDR TR

-1.77%

Shares150.5K

Event2026-03-31

Filed2026-04-27

VHT

VANGUARD WORLD FD

-5.55%

Shares58.7K

Event2026-03-31

Filed2026-04-27

XLF

SELECT SECTOR SPDR TR

-10.88%

Shares317.9K

Event2026-03-31

Filed2026-04-27

SPSM

SPDR SERIES TRUST

1.08%

Shares313.5K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

-0.56%

Shares40.6K

Event2026-03-31

Filed2026-04-27

ITOT

ISHARES TR

-3.16%

Shares101.6K

Event2026-03-31

Filed2026-04-27

XLI

SELECT SECTOR SPDR TR

-4.61%

Shares86.7K

Event2026-03-31

Filed2026-04-27

JBND

J P MORGAN EXCHANGE TRADED F

37.27%

Shares251.5K

Event2026-03-31

Filed2026-04-27

NEAR

ISHARES U S ETF TR

7.45%

Shares250.4K

Event2026-03-31

Filed2026-04-27

SPMD

SPDR SERIES TRUST

1.13%

Shares211.9K

Event2026-03-31

Filed2026-04-27

VFH

VANGUARD WORLD FD

-7.56%

Shares100.9K

Event2026-03-31

Filed2026-04-27

CGCP

CAPITAL GRP FIXED INCM ETF T

3.70%

Shares527.2K

Event2026-03-31

Filed2026-04-27

XLV

SELECT SECTOR SPDR TR

-3.24%

Shares79.0K

Event2026-03-31

Filed2026-04-27

VANGUARD INTL EQUITY INDEX F

-3.11%

Shares80.8K

Event2026-03-31

Filed2026-04-27

SPDW

SPDR INDEX SHS FDS

16.39%

Shares226.9K

Event2026-03-31

Filed2026-04-27

IEMG

ISHARES INC

12.83%

Shares136.4K

Event2026-03-31

Filed2026-04-27

JCPB

J P MORGAN EXCHANGE TRADED F

6.87%

Shares193.2K

Event2026-03-31

Filed2026-04-27

LQD

ISHARES TR

17.05%

Shares82.6K

Event2026-03-31

Filed2026-04-27

XLE

SELECT SECTOR SPDR TR

-3.02%

Shares146.2K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

-1.15%

Shares18.0K

Event2026-03-31

Filed2026-04-27

VEU

VANGUARD INTL EQUITY INDEX F

0.06%

Shares112.3K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

0.13%

Shares13.0K

Event2026-03-31

Filed2026-04-27

QQQM

INVESCO EXCH TRADED FD TR II

-3.92%

Shares34.2K

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

-3.78%

Shares11.7K

Event2026-03-31

Filed2026-04-27

SCHE

SCHWAB STRATEGIC TR

8.01%

Shares202.4K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-3.81%

Shares22.2K

Event2026-03-31

Filed2026-04-27

LLY

ELI LILLY & CO

-5.07%

Shares6.9K

Event2026-03-31

Filed2026-04-27

BSV

VANGUARD BD INDEX FDS

-7.55%

Shares81.4K

Event2026-03-31

Filed2026-04-27

IEUR

ISHARES TR

-12.40%

Shares84.5K

Event2026-03-31

Filed2026-04-27

SPEM

SPDR INDEX SHS FDS

17.70%

Shares120.1K

Event2026-03-31

Filed2026-04-27

IXUS

ISHARES TR

-0.06%

Shares64.0K

Event2026-03-31

Filed2026-04-27

MBB

ISHARES TR

-18.80%

Shares57.5K

Event2026-03-31

Filed2026-04-27

VOX

VANGUARD WORLD FD

0.87%

Shares29.9K

Event2026-03-31

Filed2026-04-27

AGG

ISHARES TR

29.33%

Shares52.7K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

0.76%

Shares21.2K

Event2026-03-31

Filed2026-04-27

SPTS

SPDR SERIES TRUST

-0.60%

Shares163.5K

Event2026-03-31

Filed2026-04-27

COST

COSTCO WHOLESALE CORPORATION

-4.41%

Shares4.7K

Event2026-03-31

Filed2026-04-27

BINC

BLACKROCK ETF TRUST II

32.31%

Shares89.2K

Event2026-03-31

Filed2026-04-27

SCHA

SCHWAB STRATEGIC TR

0.40%

Shares150.2K

Event2026-03-31

Filed2026-04-27

IYW

ISHARES TR

-0.67%

Shares23.7K

Event2026-03-31

Filed2026-04-27

VTV

VANGUARD INDEX FDS

-11.61%

Shares21.9K

Event2026-03-31

Filed2026-04-27

PROCTER & GAMBLE CO

-16.81%

Shares29.9K

Event2026-03-31

Filed2026-04-27

VUG

VANGUARD INDEX FDS

-8.12%

Shares9.7K

Event2026-03-31

Filed2026-04-27

XLP

SELECT SECTOR SPDR TR

15.95%

Shares52.5K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

2.78%

Shares14.4K

Event2026-03-31

Filed2026-04-27

VWO

VANGUARD INTL EQUITY INDEX F

1.42%

Shares78.0K

Event2026-03-31

Filed2026-04-27

MCD

MCDONALDS CORP

-0.94%

Shares13.7K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

91.50%

Shares13.7K

Event2026-03-31

Filed2026-04-27

IJR

ISHARES TR

-5.36%

Shares32.9K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

8.26%

Shares18.3K

Event2026-03-31

Filed2026-04-27

VGLT

VANGUARD SCOTTSDALE FDS

27.64%

Shares69.8K

Event2026-03-31

Filed2026-04-27

VOOV

VANGUARD ADMIRAL FDS INC

-4.51%

Shares18.6K

Event2026-03-31

Filed2026-04-27

IVW

ISHARES TR

-0.34%

Shares32.8K

Event2026-03-31

Filed2026-04-27

JGLO

J P MORGAN EXCHANGE TRADED F

12.18%

Shares57.1K

Event2026-03-31

Filed2026-04-27

PEP

PEPSICO INC

-1.53%

Shares23.8K

Event2026-03-31

Filed2026-04-27

SCHD

SCHWAB STRATEGIC TR

3.47%

Shares120.8K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

74.93%

Shares6.1K

Event2026-03-31

Filed2026-04-27

CAT

CATERPILLAR INC

-1.51%

Shares4.9K

Event2026-03-31

Filed2026-04-27

DGRO

ISHARES TR

4.03%

Shares48.5K

Event2026-03-31

Filed2026-04-27

URTH

ISHARES INC

-0.64%

Shares18.1K

Event2026-03-31

Filed2026-04-27

RING

ISHARES INC

-2.55%

Shares39.7K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

-14.86%

Shares10.8K

Event2026-03-31

Filed2026-04-27

VIS

VANGUARD WORLD FD

-13.16%

Shares10.0K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

84.48%

Shares17.5K

Event2026-03-31

Filed2026-04-27

VCR

VANGUARD WORLD FD

32.38%

Shares8.5K

Event2026-03-31

Filed2026-04-27

CMI

CUMMINS INC

-3.06%

Shares5.5K

Event2026-03-31

Filed2026-04-27

XLU

SELECT SECTOR SPDR TR

0.45%

Shares65.9K

Event2026-03-31

Filed2026-04-27

GLDM

WORLD GOLD TR

-8.13%

Shares32.2K

Event2026-03-31

Filed2026-04-27

SCHQ

SCHWAB STRATEGIC TR

-25.85%

Shares95.3K

Event2026-03-31

Filed2026-04-27

INVESCO EXCHANGE TRADED FD T

New

Shares15.4K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

-0.40%

Shares23.7K

Event2026-03-31

Filed2026-04-27

TLH

ISHARES TR

6.15%

Shares29.0K

Event2026-03-31

Filed2026-04-27

SCHO

SCHWAB STRATEGIC TR

-4.23%

Shares118.2K

Event2026-03-31

Filed2026-04-27

EFA

ISHARES TR

-1.81%

Shares28.0K

Event2026-03-31

Filed2026-04-27

XLB

SELECT SECTOR SPDR TR

0.22%

Shares54.5K

Event2026-03-31

Filed2026-04-27

JIRE

J P MORGAN EXCHANGE TRADED F

4.20%

Shares35.0K

Event2026-03-31

Filed2026-04-27

VDE

VANGUARD WORLD FD

-4.81%

Shares15.9K

Event2026-03-31

Filed2026-04-27

CSCO

CISCO SYS INC

-7.70%

Shares33.7K

Event2026-03-31

Filed2026-04-27

QUAL

ISHARES TR

0.47%

Shares13.1K

Event2026-03-31

Filed2026-04-27

SCHM

SCHWAB STRATEGIC TR

-0.55%

Shares79.7K

Event2026-03-31

Filed2026-04-27