Sponsored

The Analysis of WEST PACES ADVISORS INC.'s Holdings & P&L

Currently, WEST PACES ADVISORS INC. holds 197 types of securities in its portfolio with a total value $516.2M. In the most recent quarter, they have increased their positions in TDTT (+90.6K shares, valued at $2.2M), VIG (+9.2K shares, valued at $2.0M), DFIS (+41.6K shares, valued at $1.4M); decreased their positions in KO (-37.5K shares, valued at $2.9M), HD (-2.4K shares, valued at $802.8K), IJR (-5.1K shares, valued at $633.9K); initiated new positions in DFIS (+41.6K shares, valued at $1.4M), DRI (+1.7K shares, valued at $335.2K), GRMN (+1.2K shares, valued at $278.6K).

1M P&L

+7.2M+1.55%

3M P&L

+7.4M+1.59%

HY P&L

+40.7M+9.43%

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/A342.5M

78.5%

2Beverages - Non-Alcoholic9.1M

2.1%

3Drug Manufacturers - General7.3M

1.7%

Top Industries by Stock Count

1N/A88 stocks

48.9%

2Semiconductors6 stocks

3.3%

3Drug Manufacturers - General5 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS110.7K shares1.46%2026-03-312026-05-05

IJH ISHARES TR841.1K shares-0.71%2026-03-312026-05-05

VIG VANGUARD SPECIALIZED FUNDS185.2K shares5.25%2026-03-312026-05-05

AVEM AMERICAN CENTY ETF TR410.5K shares1.29%2026-03-312026-05-05

TDTT FLEXSHARES TR1.3M shares7.29%2026-03-312026-05-05

IEF ISHARES TR305.1K shares4.33%2026-03-312026-05-05

IEFA ISHARES TR265.5K shares1.73%2026-03-312026-05-05

IJR ISHARES TR188.7K shares-2.63%2026-03-312026-05-05

Sponsored

AVSC AMERICAN CENTY ETF TR254.1K shares-3.32%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T23.4K shares-0.46%2026-03-312026-05-05

KO COCA COLA CO109.9K shares-25.45%2026-03-312026-05-05

JPST J P MORGAN EXCHANGE TRADED F163.4K shares-2.11%2026-03-312026-05-05

SCHC SCHWAB STRATEGIC TR160.6K shares-5.93%2026-03-312026-05-05

IWV ISHARES TR17.9K shares-0.42%2026-03-312026-05-05

VTI VANGUARD INDEX FDS19.8K shares0.22%2026-03-312026-05-05

AAPL APPLE INC20.5K shares-2.85%2026-03-312026-05-05

Sponsored

IVV ISHARES TR7.2K shares0.00%2026-03-312026-05-05

MSFT MICROSOFT CORP11.1K shares-1.78%2026-03-312026-05-05

VTIP VANGUARD MALVERN FDS81.8K shares-2.83%2026-03-312026-05-05

HD HOME DEPOT INC10.3K shares-19.09%2026-03-312026-05-05

SO SOUTHERN CO33.7K shares0.00%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO11.0K shares-0.39%2026-03-312026-05-05

CSX CSX CORP76.9K shares0.00%2026-03-312026-05-05

NSC NORFOLK SOUTHN CORP10.7K shares0.00%2026-03-312026-05-05

Sponsored

BROADCOM INC BROADCOM INC9.9K shares-13.45%2026-03-312026-05-05

MDY STATE STR SPDR S&P MIDCAP 404.6K shares0.00%2026-03-312026-05-05

ALPHABET INC ALPHABET INC9.4K shares-1.21%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON10.2K shares-1.57%2026-03-312026-05-05

SCHB SCHWAB STRATEGIC TR98.6K shares-18.67%2026-03-312026-05-05

SCHF SCHWAB STRATEGIC TR93.9K shares-0.70%2026-03-312026-05-05

LLY ELI LILLY & CO2.5K shares-8.50%2026-03-312026-05-05

ACWX ISHARES TR31.1K shares0.00%2026-03-312026-05-05

Sponsored

NVDA NVIDIA CORPORATION12.1K shares-1.02%2026-03-312026-05-05

NOBL PROSHARES TR19.8K shares0.00%2026-03-312026-05-05

OS ONESTREAM INC85.2K shares0.00%2026-03-312026-05-05

PG PROCTER & GAMBLE CO13.8K shares-11.12%2026-03-312026-05-05

SCHE SCHWAB STRATEGIC TR60.0K shares2.46%2026-03-312026-05-05

AMZN AMAZON COM INC9.4K shares0.22%2026-03-312026-05-05

CVX CHEVRON CORPORATION9.4K shares-1.43%2026-03-312026-05-05

ALPHABET INC ALPHABET INC6.8K shares-0.78%2026-03-312026-05-05

Sponsored

ABBV ABBVIE INC8.2K shares-9.44%2026-03-312026-05-05

XOM EXXON MOBIL CORP10.0K shares13.12%2026-03-312026-05-05

REG REGENCY CTRS CORP20.1K shares-11.04%2026-03-312026-05-05

IVW ISHARES TR12.9K shares0.32%2026-03-312026-05-05

IWR ISHARES TR14.6K shares0.00%2026-03-312026-05-05

NEE NEXTERA ENERGY INC15.1K shares-3.08%2026-03-312026-05-05

DFIS DIMENSIONAL ETF TRUST41.6K sharesnew addition2026-03-312026-05-05

SCHA SCHWAB STRATEGIC TR46.6K shares-3.40%2026-03-312026-05-05

Sponsored

WMB WILLIAMS COS INC17.9K shares-12.74%2026-03-312026-05-05

CSCO CISCO SYS INC16.4K shares4.39%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION1.3K shares-2.24%2026-03-312026-05-05

TRV TRAVELERS COMPANIES INC4.2K shares0.26%2026-03-312026-05-05

SHY ISHARES TR14.2K shares-12.52%2026-03-312026-05-05

MCD MCDONALDS CORP3.7K shares-14.94%2026-03-312026-05-05

BAC BANK AMERICA CORP22.3K shares0.00%2026-03-312026-05-05

IWF ISHARES TR2.4K shares0.00%2026-03-312026-05-05

Sponsored

GLD SPDR GOLD TR2.4K shares0.00%2026-03-312026-05-05

IWB ISHARES TR2.8K shares0.00%2026-03-312026-05-05

CAT CATERPILLAR INC1.4K shares-5.10%2026-03-312026-05-05

WMT WALMART INC7.5K shares1.48%2026-03-312026-05-05

MERCK & CO INC MERCK & CO INC7.6K shares-1.88%2026-03-312026-05-05

V VISA INC3.0K shares-1.18%2026-03-312026-05-05

MDLZ MONDELEZ INTL INC15.6K shares-5.38%2026-03-312026-05-05

ISHG ISHARES TR12.1K shares-9.67%2026-03-312026-05-05

Sponsored

TFC TRUIST FINL CORP19.3K shares0.00%2026-03-312026-05-05

VGSH VANGUARD SCOTTSDALE FDS15.0K shares0.01%2026-03-312026-05-05

UNH UNITEDHEALTH GROUP INC3.2K shares8.86%2026-03-312026-05-05

SCHM SCHWAB STRATEGIC TR27.9K shares-3.38%2026-03-312026-05-05

TSM TAIWAN SEMICONDUCTOR MANUFAC2.5K shares63.98%2026-03-312026-05-05

PNC PNC FINL SVCS GROUP INC4.0K shares-4.87%2026-03-312026-05-05

NUE NUCOR CORP4.9K shares0.00%2026-03-312026-05-05

GLW CORNING INC5.9K shares-33.33%2026-03-312026-05-05

Sponsored

CMI CUMMINS INC1.5K shares13.05%2026-03-312026-05-05

VCSH VANGUARD SCOTTSDALE FDS10.0K shares0.00%2026-03-312026-05-05

EATON CORP PLC EATON CORP PLC2.1K shares-11.17%2026-03-312026-05-05

LMT LOCKHEED MARTIN CORP1.3K shares-9.07%2026-03-312026-05-05

RTX RTX CORPORATION3.9K shares8.49%2026-03-312026-05-05

CME CME GROUP INC2.5K shares2.44%2026-03-312026-05-05

META META PLATFORMS INC1.3K shares-0.15%2026-03-312026-05-05

PEP PEPSICO INC4.7K shares-4.07%2026-03-312026-05-05

Sponsored

SRE SEMPRA7.3K shares-3.45%2026-03-312026-05-05

TXN TEXAS INSTRS INC3.6K shares-23.64%2026-03-312026-05-05

NTRS NORTHERN TR CORP5.0K shares0.00%2026-03-312026-05-05

UNP UNION PAC CORP2.4K shares-0.41%2026-03-312026-05-05

ADP AUTOMATIC DATA PROCESSING IN2.8K shares-4.20%2026-03-312026-05-05

DVY ISHARES TR3.7K shares0.00%2026-03-312026-05-05

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.6K shares24.05%2026-03-312026-05-05

SDY SPDR SERIES TRUST3.7K shares0.00%2026-03-312026-05-05

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares-0.88%2026-03-312026-05-05

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.5K shares-3.67%2026-03-312026-05-05

ITW ILLINOIS TOOL WKS INC2.0K shares-1.93%2026-03-312026-05-05

IEI ISHARES TR4.2K shares0.00%2026-03-312026-05-05

TE CONNECTIVITY PLC TE CONNECTIVITY PLC2.4K shares3.45%2026-03-312026-05-05

VICI VICI PPTYS INC18.2K shares-0.08%2026-03-312026-05-05

PPL PPL CORP12.9K shares3.15%2026-03-312026-05-05

PM PHILIP MORRIS INTL INC2.9K shares95.63%2026-03-312026-05-05

Sponsored

HIG HARTFORD INSURANCE GROUP INC3.4K shares7.41%2026-03-312026-05-05

DIS DISNEY WALT CO4.8K shares-0.58%2026-03-312026-05-05

IWM ISHARES TR1.8K shares0.00%2026-03-312026-05-05

MMC MARSH & MCLENNAN COS INC2.5K shares-47.68%2026-03-312026-05-05

TRGP TARGA RES CORP1.7K shares6.32%2026-03-312026-05-05

VUG VANGUARD INDEX FDS980 shares-10.83%2026-03-312026-05-05

ISHARES GOLD TR ISHARES GOLD TR4.8K shares0.00%2026-03-312026-05-05

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.1K shares-14.77%2026-03-312026-05-05

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.2K shares0.00%2026-03-312026-05-05

SBUX STARBUCKS CORP4.6K shares-5.62%2026-03-312026-05-05

MCK MCKESSON CORP472 shares0.00%2026-03-312026-05-05

EMR EMERSON ELEC CO3.1K shares0.03%2026-03-312026-05-05

AMGN AMGEN INC1.1K shares0.00%2026-03-312026-05-05

FAST FASTENAL CO8.3K shares51.73%2026-03-312026-05-05

TT TRANE TECHNOLOGIES PLC913 shares0.00%2026-03-312026-05-05

ORCL ORACLE CORP2.6K shares-3.03%2026-03-312026-05-05

Sponsored

SUB ISHARES TR3.5K shares0.00%2026-03-312026-05-05

MPC MARATHON PETE CORP1.4K shares0.00%2026-03-312026-05-05

TSLA TESLA INC936 shares0.97%2026-03-312026-05-05

DRI DARDEN RESTAURANTS INC1.7K sharesnew addition2026-03-312026-05-05

SOUTHSTATE BK CORP SOUTHSTATE BK CORP3.6K shares0.00%2026-03-312026-05-05

AVB AVALONBAY CMNTYS INC2.0K shares-2.65%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS1.4K shares0.00%2026-03-312026-05-05

KMI KINDER MORGAN INC DEL9.7K shares-3.42%2026-03-312026-05-05

Sponsored

AJG GALLAGHER ARTHUR J & CO1.5K shares0.00%2026-03-312026-05-05

MU MICRON TECHNOLOGY INC941 shares0.00%2026-03-312026-05-05

NFLX NETFLIX INC.3.3K shares-1.81%2026-03-312026-05-05

TIP ISHARES TR2.8K shares21.74%2026-03-312026-05-05

GILD GILEAD SCIENCES INC2.2K shares0.00%2026-03-312026-05-05

DHR DANAHER CORP DEL1.5K shares-3.61%2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC1.4K shares0.00%2026-03-312026-05-05

EFA ISHARES TR3.0K shares0.00%2026-03-312026-05-05

Sponsored

GRMN GARMIN LTD1.2K sharesnew addition2026-03-312026-05-05

GPC GENUINE PARTS CO2.6K shares0.00%2026-03-312026-05-05

RF REGIONS FINANCIAL CORP NEW10.5K shares0.00%2026-03-312026-05-05

ISRG INTUITIVE SURGICAL INC593 shares-2.95%2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR8.9K shares1.92%2026-03-312026-05-05

OKE ONEOK INC NEW3.0K shares-4.67%2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE941 shares0.00%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS4.1K shares-1.25%2026-03-312026-05-05

Sponsored

PLTR PALANTIR TECHNOLOGIES INC1.7K shares0.00%2026-03-312026-05-05

ISTB ISHARES TR5.1K shares0.00%2026-03-312026-05-05

XLK SELECT SECTOR SPDR TR1.9K shares0.00%2026-03-312026-05-05

TMO THERMO FISHER SCIENTIFIC INC502 shares-1.95%2026-03-312026-05-05

AON PLC AON PLC759 shares-11.64%2026-03-312026-05-05

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.2K shares15.86%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F4.5K shares-13.62%2026-03-312026-05-05

MA MASTERCARD INCORPORATED470 shares-4.08%2026-03-312026-05-05

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN1.5K shares0.00%2026-03-312026-05-05

DELL DELL TECHNOLOGIES INC1.4K sharesnew addition2026-03-312026-05-05

COF CAPITAL ONE FINL CORP1.2K shares0.00%2026-03-312026-05-05

VTV VANGUARD INDEX FDS1.1K shares-20.92%2026-03-312026-05-05

MS MORGAN STANLEY1.4K shares-1.45%2026-03-312026-05-05

KLAC KLA CORP150 sharesnew addition2026-03-312026-05-05

WFC WELLS FARGO & CO2.8K shares2.69%2026-03-312026-05-05

IWD ISHARES TR1.0K shares0.00%2026-03-312026-05-05

Sponsored

SYY SYSCO CORP3.0K shares0.00%2026-03-312026-05-05

FXB INVESCO CURRENCYSHARES BRIT1.7K shares0.00%2026-03-312026-05-05

IEUR ISHARES TR3.0K shares0.00%2026-03-312026-05-05

ASML ASML HLDG NV159 sharesnew addition2026-03-312026-05-05

ADI ANALOG DEVICES INC656 sharesnew addition2026-03-312026-05-05

FXE INVESCO CURRENCYSHARES EURO1.9K sharesnew addition2026-03-312026-05-05

BTI BRITISH AMERN TOB PLC3.5K sharesnew addition2026-03-312026-05-05

SCHV SCHWAB STRATEGIC TR6.3K shares0.00%2026-03-312026-05-05

Sponsored

JMST J P MORGAN EXCHANGE TRADED F3.6K shares37.74%2026-03-312026-05-05

OEF ISHARES TR585 sharesnew addition2026-03-312026-05-05

IOO ISHARES TR1.4K sharesnew addition2026-03-312026-05-05

SCHR SCHWAB STRATEGIC TR6.0K shares-41.06%2026-03-312026-05-05

RES RPC INC21.0K shares0.00%2026-03-312026-05-05

IJK ISHARES TR1.4K shares-14.28%2026-03-312026-05-05

VBR VANGUARD INDEX FDS574 shares0.53%2026-03-312026-05-05

IWN ISHARES TR650 shares0.00%2026-03-312026-05-05

Sponsored

XLE SELECT SECTOR SPDR TR1.7K shares0.06%2026-03-312026-05-05

KRE SPDR SERIES TRUST1.4K shares0.00%2026-03-312026-05-05

IUSB ISHARES TR1.7K shares0.00%2026-03-312026-05-05

IYW ISHARES TR400 shares0.00%2026-03-312026-05-05

AVUV AMERICAN CENTY ETF TR653 shares0.00%2026-03-312026-05-05

IWO ISHARES TR216 shares0.00%2026-03-312026-05-05

TILT FLEXSHARES TR243 shares0.00%2026-03-312026-05-05

LQD ISHARES TR500 shares0.00%2026-03-312026-05-05

Sponsored

SCHG SCHWAB STRATEGIC TR1.7K shares0.00%2026-03-312026-05-05

SCMB SCHWAB STRATEGIC TR1.9K shares-67.66%2026-03-312026-05-05

VO VANGUARD INDEX FDS146 shares0.00%2026-03-312026-05-05

DFAC DIMENSIONAL ETF TRUST1.0K sharesnew addition2026-03-312026-05-05

HYG ISHARES TR481 shares39.42%2026-03-312026-05-05

VONG VANGUARD SCOTTSDALE FDS345 shares0.00%2026-03-312026-05-05

SCHX SCHWAB STRATEGIC TR1.4K shares0.00%2026-03-312026-05-05

IYJ ISHARES TR240 shares0.00%2026-03-312026-05-05

Sponsored

IYF ISHARES TR295 shares0.00%2026-03-312026-05-05

XLF SELECT SECTOR SPDR TR600 shares-13.42%2026-03-312026-05-05

VB VANGUARD INDEX FDS72 shares0.00%2026-03-312026-05-05

ACWI ISHARES TR111 shares0.00%2026-03-312026-05-05

IYC ISHARES TR135 shares0.00%2026-03-312026-05-05

VBK VANGUARD INDEX FDS36 shares0.00%2026-03-312026-05-05

IXUS ISHARES TR84 shares0.00%2026-03-312026-05-05

EEM ISHARES TR100 shares0.00%2026-03-312026-05-05

Sponsored

XLU SELECT SECTOR SPDR TR90 sharesnew addition2026-03-312026-05-05

ITOT ISHARES TR18 shares0.00%2026-03-312026-05-05

VTWO VANGUARD SCOTTSDALE FDS16 shares-54.29%2026-03-312026-05-05

VXF VANGUARD INDEX FDS5 shares0.00%2026-03-312026-05-05

LRGF ISHARES TR11 shares0.00%2026-03-312026-05-05

VANGUARD INDEX FDS

1.46%

Shares110.7K

Event2026-03-31

Filed2026-05-05

IJH

ISHARES TR

-0.71%

Shares841.1K

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD SPECIALIZED FUNDS

5.25%

Shares185.2K

Event2026-03-31

Filed2026-05-05

AVEM

AMERICAN CENTY ETF TR

1.29%

Shares410.5K

Event2026-03-31

Filed2026-05-05

TDTT

FLEXSHARES TR

7.29%

Shares1.3M

Event2026-03-31

Filed2026-05-05

IEF

ISHARES TR

4.33%

Shares305.1K

Event2026-03-31

Filed2026-05-05

IEFA

ISHARES TR

1.73%

Shares265.5K

Event2026-03-31

Filed2026-05-05

IJR

ISHARES TR

-2.63%

Shares188.7K

Event2026-03-31

Filed2026-05-05

AVSC

AMERICAN CENTY ETF TR

-3.32%

Shares254.1K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

-0.46%

Shares23.4K

Event2026-03-31

Filed2026-05-05

COCA COLA CO

-25.45%

Shares109.9K

Event2026-03-31

Filed2026-05-05

JPST

J P MORGAN EXCHANGE TRADED F

-2.11%

Shares163.4K

Event2026-03-31

Filed2026-05-05

SCHC

SCHWAB STRATEGIC TR

-5.93%

Shares160.6K

Event2026-03-31

Filed2026-05-05

IWV

ISHARES TR

-0.42%

Shares17.9K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

0.22%

Shares19.8K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-2.85%

Shares20.5K

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

-1.78%

Shares11.1K

Event2026-03-31

Filed2026-05-05

VTIP

VANGUARD MALVERN FDS

-2.83%

Shares81.8K

Event2026-03-31

Filed2026-05-05

HOME DEPOT INC

-19.09%

Shares10.3K

Event2026-03-31

Filed2026-05-05

SOUTHERN CO

0.00%

Shares33.7K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

-0.39%

Shares11.0K

Event2026-03-31

Filed2026-05-05

CSX

CSX CORP

0.00%

Shares76.9K

Event2026-03-31

Filed2026-05-05

NSC

NORFOLK SOUTHN CORP

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-05

BROADCOM INC

-13.45%

Shares9.9K

Event2026-03-31

Filed2026-05-05

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-1.21%

Shares9.4K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

-1.57%

Shares10.2K

Event2026-03-31

Filed2026-05-05

SCHB

SCHWAB STRATEGIC TR

-18.67%

Shares98.6K

Event2026-03-31

Filed2026-05-05

SCHF

SCHWAB STRATEGIC TR

-0.70%

Shares93.9K

Event2026-03-31

Filed2026-05-05

LLY

ELI LILLY & CO

-8.50%

Shares2.5K

Event2026-03-31

Filed2026-05-05

ACWX

ISHARES TR

0.00%

Shares31.1K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

-1.02%

Shares12.1K

Event2026-03-31

Filed2026-05-05

NOBL

PROSHARES TR

0.00%

Shares19.8K

Event2026-03-31

Filed2026-05-05

ONESTREAM INC

0.00%

Shares85.2K

Event2026-03-31

Filed2026-05-05

PROCTER & GAMBLE CO

-11.12%

Shares13.8K

Event2026-03-31

Filed2026-05-05

SCHE

SCHWAB STRATEGIC TR

2.46%

Shares60.0K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

0.22%

Shares9.4K

Event2026-03-31

Filed2026-05-05

CVX

CHEVRON CORPORATION

-1.43%

Shares9.4K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-0.78%

Shares6.8K

Event2026-03-31

Filed2026-05-05

ABBV

ABBVIE INC

-9.44%

Shares8.2K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

13.12%

Shares10.0K

Event2026-03-31

Filed2026-05-05

REG

REGENCY CTRS CORP

-11.04%

Shares20.1K

Event2026-03-31

Filed2026-05-05

IVW

ISHARES TR

0.32%

Shares12.9K

Event2026-03-31

Filed2026-05-05

IWR

ISHARES TR

0.00%

Shares14.6K

Event2026-03-31

Filed2026-05-05

NEE

NEXTERA ENERGY INC

-3.08%

Shares15.1K

Event2026-03-31

Filed2026-05-05

DFIS

DIMENSIONAL ETF TRUST

New

Shares41.6K

Event2026-03-31

Filed2026-05-05

SCHA

SCHWAB STRATEGIC TR

-3.40%

Shares46.6K

Event2026-03-31

Filed2026-05-05

WMB

WILLIAMS COS INC

-12.74%

Shares17.9K

Event2026-03-31

Filed2026-05-05

CSCO

CISCO SYS INC

4.39%

Shares16.4K

Event2026-03-31

Filed2026-05-05

COST

COSTCO WHOLESALE CORPORATION

-2.24%

Shares1.3K

Event2026-03-31

Filed2026-05-05

TRV

TRAVELERS COMPANIES INC

0.26%

Shares4.2K

Event2026-03-31

Filed2026-05-05

SHY

ISHARES TR

-12.52%

Shares14.2K

Event2026-03-31

Filed2026-05-05

MCD

MCDONALDS CORP

-14.94%

Shares3.7K

Event2026-03-31

Filed2026-05-05

BAC

BANK AMERICA CORP

0.00%

Shares22.3K

Event2026-03-31

Filed2026-05-05

IWF

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-05

IWB

ISHARES TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-05

CAT

CATERPILLAR INC

-5.10%

Shares1.4K

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

1.48%

Shares7.5K

Event2026-03-31

Filed2026-05-05

MERCK & CO INC

-1.88%

Shares7.6K

Event2026-03-31

Filed2026-05-05

VISA INC

-1.18%

Shares3.0K

Event2026-03-31

Filed2026-05-05

MDLZ

MONDELEZ INTL INC

-5.38%

Shares15.6K

Event2026-03-31

Filed2026-05-05

ISHG

ISHARES TR

-9.67%

Shares12.1K

Event2026-03-31

Filed2026-05-05

TFC

TRUIST FINL CORP

0.00%

Shares19.3K

Event2026-03-31

Filed2026-05-05

VGSH

VANGUARD SCOTTSDALE FDS

0.01%

Shares15.0K

Event2026-03-31

Filed2026-05-05

UNH

UNITEDHEALTH GROUP INC

8.86%

Shares3.2K

Event2026-03-31

Filed2026-05-05

SCHM

SCHWAB STRATEGIC TR

-3.38%

Shares27.9K

Event2026-03-31

Filed2026-05-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

63.98%

Shares2.5K

Event2026-03-31

Filed2026-05-05

PNC

PNC FINL SVCS GROUP INC

-4.87%

Shares4.0K

Event2026-03-31

Filed2026-05-05

NUE

NUCOR CORP

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-05

GLW

CORNING INC

-33.33%

Shares5.9K

Event2026-03-31

Filed2026-05-05

CMI

CUMMINS INC

13.05%

Shares1.5K

Event2026-03-31

Filed2026-05-05

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-05

EATON CORP PLC

-11.17%

Shares2.1K

Event2026-03-31

Filed2026-05-05

LMT

LOCKHEED MARTIN CORP

-9.07%

Shares1.3K

Event2026-03-31

Filed2026-05-05

RTX

RTX CORPORATION

8.49%

Shares3.9K

Event2026-03-31

Filed2026-05-05

CME

CME GROUP INC

2.44%

Shares2.5K

Event2026-03-31

Filed2026-05-05