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The Analysis of Wilmington Savings Fund Society, FSB's Holdings & P&L

Currently, Wilmington Savings Fund Society, FSB holds 1423 types of securities in its portfolio with a total value $4.2B. In the most recent quarter, they have increased their positions in FIGR (+914.9K shares, valued at $31.1M), IWF (+29.8K shares, valued at $12.7M), IWD (+54.9K shares, valued at $11.7M); decreased their positions in QUAL (-86.0K shares, valued at $16.5M), TJX (-35.6K shares, valued at $5.7M), ADI (-14.5K shares, valued at $4.6M); initiated new positions in N/A (+309.9K shares, valued at $11.5M), NTSK (+1.0M shares, valued at $8.7M), N/A (+32.7K shares, valued at $6.5M).

1M P&L

-109.9M-2.46%

3M P&L

-197.8M-4.35%

HY P&L

+77.0M+1.80%

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/A1.7B

42.9%

2Telecom Services249.9M

6.4%

3Consumer Electronics192.7M

5.0%

Top Industries by Stock Count

1N/A365 stocks

28.1%

2Software - Application36 stocks

2.8%

3Asset Management33 stocks

2.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS4.1M shares-0.98%2026-03-312026-04-30

CMCSA COMCAST CORP NEW8.0M shares-0.56%2026-03-312026-04-30

AAPL APPLE INC759.3K shares-1.87%2026-03-312026-04-30

MSFT MICROSOFT CORP273.2K shares-3.80%2026-03-312026-04-30

IVV ISHARES TR154.7K shares2.02%2026-03-312026-04-30

IWY ISHARES TR372.7K shares-0.50%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON352.4K shares-2.20%2026-03-312026-04-30

VTI VANGUARD INDEX FDS231.9K shares-2.53%2026-03-312026-04-30

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ALPHABET INC ALPHABET INC256.9K shares-3.44%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO248.1K shares-2.87%2026-03-312026-04-30

SCZ ISHARES TR861.1K shares-1.75%2026-03-312026-04-30

IWF ISHARES TR137.9K shares27.62%2026-03-312026-04-30

QUAL ISHARES TR304.1K shares-22.05%2026-03-312026-04-30

EFA ISHARES TR593.5K shares11.68%2026-03-312026-04-30

BRK.A BERKSHIRE HATHAWAY INC DEL76 shares2.70%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T80.1K shares2.46%2026-03-312026-04-30

Sponsored

XOM EXXON MOBIL CORP292.7K shares-2.61%2026-03-312026-04-30

PG PROCTER & GAMBLE CO333.7K shares-1.73%2026-03-312026-04-30

IWX ISHARES TR504.6K shares-0.25%2026-03-312026-04-30

EEM ISHARES TR806.5K shares0.94%2026-03-312026-04-30

GLW CORNING INC294.3K shares-3.20%2026-03-312026-04-30

IWR ISHARES TR410.6K shares18.17%2026-03-312026-04-30

SCHX SCHWAB STRATEGIC TR1.5M shares-2.37%2026-03-312026-04-30

IJJ ISHARES TR283.5K shares-4.26%2026-03-312026-04-30

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IJK ISHARES TR368.1K shares-7.96%2026-03-312026-04-30

IWD ISHARES TR170.6K shares47.51%2026-03-312026-04-30

CSCO CISCO SYS INC440.0K shares-1.65%2026-03-312026-04-30

FIGR FIGURE TECHNOLOGY SOLUTIO939.8K shares3669.45%2026-03-312026-04-30

AMZN AMAZON COM INC151.0K shares-0.53%2026-03-312026-04-30

IWB ISHARES TR87.0K shares1.55%2026-03-312026-04-30

ALPHABET INC ALPHABET INC106.8K shares-9.68%2026-03-312026-04-30

IVW ISHARES TR263.8K shares0.06%2026-03-312026-04-30

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BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL62.0K shares12.85%2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR51.3K shares-2.64%2026-03-312026-04-30

VOE VANGUARD INDEX FDS154.4K shares-13.10%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC226.6K shares-4.27%2026-03-312026-04-30

ABT ABBOTT LABORATORIES262.7K shares-1.72%2026-03-312026-04-30

VOT VANGUARD INDEX FDS104.5K shares-9.70%2026-03-312026-04-30

LLY ELI LILLY & CO28.2K shares-3.04%2026-03-312026-04-30

COWZ PACER FDS TR412.6K shares-11.76%2026-03-312026-04-30

Sponsored

PEP PEPSICO INC160.9K shares-3.14%2026-03-312026-04-30

ADI ANALOG DEVICES INC78.4K shares-15.57%2026-03-312026-04-30

MA MASTERCARD INCORPORATED49.9K shares-4.93%2026-03-312026-04-30

IWM ISHARES TR99.7K shares18.46%2026-03-312026-04-30

TJX TJX COS INC NEW151.0K shares-19.09%2026-03-312026-04-30

IJH ISHARES TR344.8K shares-4.38%2026-03-312026-04-30

CVX CHEVRON CORPORATION111.9K shares-1.94%2026-03-312026-04-30

GWX SPDR INDEX SHS FDS544.0K shares-2.36%2026-03-312026-04-30

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TMO THERMO FISHER SCIENTIFIC INC41.9K shares-1.66%2026-03-312026-04-30

NVDA NVIDIA CORPORATION117.4K shares12.70%2026-03-312026-04-30

V VISA INC67.2K shares-4.72%2026-03-312026-04-30

VWO VANGUARD INTL EQUITY INDEX F374.2K shares2.53%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS83.2K shares2.07%2026-03-312026-04-30

JCI JOHNSON CONTROLS INTERNATION150.1K shares-2.56%2026-03-312026-04-30

META META PLATFORMS INC33.9K shares0.34%2026-03-312026-04-30

HON HONEYWELL INTL INC82.7K shares-4.90%2026-03-312026-04-30

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MCD MCDONALDS CORP59.2K shares-2.05%2026-03-312026-04-30

HSY HERSHEY CO84.0K shares-1.72%2026-03-312026-04-30

AMGN AMGEN INC48.4K shares-2.85%2026-03-312026-04-30

CWI SPDR INDEX SHS FDS426.0K shares-1.26%2026-03-312026-04-30

IJR ISHARES TR124.2K shares23.40%2026-03-312026-04-30

RTX RTX CORPORATION80.0K shares-0.54%2026-03-312026-04-30

HD HOME DEPOT INC46.7K shares-2.94%2026-03-312026-04-30

KLAC KLA CORP10.3K shares-7.62%2026-03-312026-04-30

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VZ VERIZON COMMUNICATIONS INC297.6K shares-3.68%2026-03-312026-04-30

CME CME GROUP INC50.4K shares-2.17%2026-03-312026-04-30

GFF GRIFFON CORP202.8K shares0.00%2026-03-312026-04-30

AGG ISHARES TR142.1K shares-4.04%2026-03-312026-04-30

LOW LOWES COS INC59.5K shares-2.36%2026-03-312026-04-30

AFL AFLAC INC128.0K shares-4.61%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS23.4K shares6.98%2026-03-312026-04-30

NSC NORFOLK SOUTHN CORP48.1K shares8.82%2026-03-312026-04-30

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IVE ISHARES TR65.1K shares2.51%2026-03-312026-04-30

XLE SELECT SECTOR SPDR TR221.4K shares-4.77%2026-03-312026-04-30

DOCS DOXIMITY INC566.5K shares0.00%2026-03-312026-04-30

KO COCA COLA CO166.8K shares18.27%2026-03-312026-04-30

SYY SYSCO CORP177.3K shares-5.16%2026-03-312026-04-30

SXI STANDEX INTL CORP49.6K shares-4.99%2026-03-312026-04-30

CBOE CBOE GLOBAL MKTS INC44.8K shares-3.33%2026-03-312026-04-30

INTU INTUIT29.0K shares12.59%2026-03-312026-04-30

Sponsored

ORCL ORACLE CORP84.6K shares-2.89%2026-03-312026-04-30

BDX BECTON DICKINSON & CO77.6K shares5.35%2026-03-312026-04-30

SYK STRYKER CORPORATION36.4K shares-2.11%2026-03-312026-04-30

CACI CACI INTL INC21.7K shares-4.27%2026-03-312026-04-30

VGT VANGUARD WORLD FD16.9K shares-1.45%2026-03-312026-04-30

ABBV ABBVIE INC53.7K shares2.94%2026-03-312026-04-30

TFC TRUIST FINL CORP252.9K shares-3.24%2026-03-312026-04-30

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC309.9K sharesnew addition2026-03-312026-04-30

Sponsored

CAT CATERPILLAR INC15.3K shares0.38%2026-03-312026-04-30

DE DEERE & CO18.2K shares-0.29%2026-03-312026-04-30

NEE NEXTERA ENERGY INC106.4K shares-0.09%2026-03-312026-04-30

DGRW WISDOMTREE TR104.6K shares-0.35%2026-03-312026-04-30

DRI DARDEN RESTAURANTS INC45.8K shares-4.22%2026-03-312026-04-30

AWK AMERICAN WTR WKS CO INC NEW65.0K shares-3.31%2026-03-312026-04-30

UNP UNION PAC CORP36.4K shares-4.66%2026-03-312026-04-30

NTSK NETSKOPE INC1.0M sharesnew addition2026-03-312026-04-30

Sponsored

MMM 3M CO59.2K shares-1.56%2026-03-312026-04-30

NDSN NORDSON CORP30.7K shares-1.83%2026-03-312026-04-30

GE AEROSPACE GE AEROSPACE28.1K shares-0.36%2026-03-312026-04-30

IWV ISHARES TR21.4K shares-0.43%2026-03-312026-04-30

RJF RAYMOND JAMES FINL INC54.8K shares-4.04%2026-03-312026-04-30

FNDX SCHWAB STRATEGIC TR278.0K shares-8.92%2026-03-312026-04-30

WMT WALMART INC61.3K shares-0.88%2026-03-312026-04-30

EOG EOG RES INC52.1K shares-2.48%2026-03-312026-04-30

Sponsored

STERIS PLC STERIS PLC33.5K shares-1.43%2026-03-312026-04-30

GLD SPDR GOLD TR16.5K shares0.64%2026-03-312026-04-30

AMRZ AMRIZE LTD121.8K shares-1.13%2026-03-312026-04-30

MEDTRONIC PLC MEDTRONIC PLC78.6K shares-0.14%2026-03-312026-04-30

NTR NUTRIEN LTD88.5K shares-0.63%2026-03-312026-04-30

NKE NIKE INC125.9K shares26.54%2026-03-312026-04-30

BMY BRISTOL-MYERS SQUIBB CO107.1K shares-3.64%2026-03-312026-04-30

QCOM QUALCOMM INC50.4K shares4.54%2026-03-312026-04-30

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC32.7K sharesnew addition2026-03-312026-04-30

BRC BRADY CORP78.8K shares-3.33%2026-03-312026-04-30

DHR DANAHER CORP DEL33.7K shares-2.16%2026-03-312026-04-30

SGOV ISHARES TR62.8K shares-0.41%2026-03-312026-04-30

VYM VANGUARD WHITEHALL FDS42.0K shares3.24%2026-03-312026-04-30

ACGL ARCH CAP GROUP LTD64.0K shares-0.85%2026-03-312026-04-30

MDLZ MONDELEZ INTL INC105.2K shares-8.00%2026-03-312026-04-30

GEV GE VERNOVA INC6.8K shares0.25%2026-03-312026-04-30

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MMSI MERIT MED SYS INC86.7K shares2.69%2026-03-312026-04-30

BLACKROCK INC BLACKROCK INC6.2K shares0.47%2026-03-312026-04-30

T AT&T INC203.8K shares1.15%2026-03-312026-04-30

LAM RESEARCH CORP LAM RESEARCH CORP26.9K shares-1.40%2026-03-312026-04-30

IDV ISHARES TR135.1K shares-4.55%2026-03-312026-04-30

PM PHILIP MORRIS INTL INC34.4K shares-2.76%2026-03-312026-04-30

EMR EMERSON ELEC CO43.3K shares-0.61%2026-03-312026-04-30

CHD CHURCH & DWIGHT CO INC58.9K shares-6.96%2026-03-312026-04-30

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PFE PFIZER INC194.1K shares-6.87%2026-03-312026-04-30

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D2.9K shares0.00%2026-03-312026-04-30

ADP AUTOMATIC DATA PROCESSING IN25.9K shares2.78%2026-03-312026-04-30

IJS ISHARES TR44.3K shares-4.54%2026-03-312026-04-30

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC68.6K shares231.69%2026-03-312026-04-30

BMI BADGER METER INC34.2K shares-0.20%2026-03-312026-04-30

BROADCOM INC BROADCOM INC16.8K shares4.64%2026-03-312026-04-30

WSFS WSFS FINL CORP78.4K shares-0.37%2026-03-312026-04-30

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VUG VANGUARD INDEX FDS11.7K shares-3.97%2026-03-312026-04-30

IEFA ISHARES TR56.2K shares6.03%2026-03-312026-04-30

RPRX ROYALTY PHARMA PLC104.7K shares0.67%2026-03-312026-04-30

NULV NUSHARES ETF TR108.7K shares0.10%2026-03-312026-04-30

CAC CAMDEN NATL CORP101.7K shares-3.46%2026-03-312026-04-30

CRM SALESFORCE INC25.8K shares-14.31%2026-03-312026-04-30

PNC PNC FINL SVCS GROUP INC22.8K shares-0.99%2026-03-312026-04-30

UNH UNITEDHEALTH GROUP INC17.3K shares4.40%2026-03-312026-04-30

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GL GLOBE LIFE INC33.3K shares-0.60%2026-03-312026-04-30

LH LABCORP HOLDINGS INC17.2K shares-2.00%2026-03-312026-04-30

DG DOLLAR GEN CORP38.5K shares0.91%2026-03-312026-04-30

PAYX PAYCHEX INC48.9K shares-3.49%2026-03-312026-04-30

TXN TEXAS INSTRS INC22.9K shares-8.32%2026-03-312026-04-30

WWD WOODWARD INC12.4K shares-1.25%2026-03-312026-04-30

APD AIR PRODUCTS AND CHEMICALS I14.9K shares0.22%2026-03-312026-04-30

IJT ISHARES TR29.6K shares-4.59%2026-03-312026-04-30

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MKC MCCORMICK & CO INC84.1K shares2.16%2026-03-312026-04-30

CB CHUBB LTD SWITZ12.9K shares-17.67%2026-03-312026-04-30

MO ALTRIA GROUP INC62.5K shares-2.20%2026-03-312026-04-30

SHW SHERWIN WILLIAMS CO12.8K shares0.10%2026-03-312026-04-30

HXL HEXCEL CORP NEW50.4K shares-5.52%2026-03-312026-04-30

MPC MARATHON PETE CORP16.7K shares0.00%2026-03-312026-04-30

AXP AMERICAN EXPRESS CO13.4K shares-1.73%2026-03-312026-04-30

PH PARKER-HANNIFIN CORP4.5K shares-0.45%2026-03-312026-04-30

Sponsored

VPU VANGUARD WORLD FD20.2K shares0.00%2026-03-312026-04-30

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND19.8K shares-1.18%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION3.9K shares-10.18%2026-03-312026-04-30

SCHW SCHWAB CHARLES CORP40.5K shares-9.27%2026-03-312026-04-30

UFPI UFP INDUSTRIES INC40.8K shares-3.69%2026-03-312026-04-30

VEU VANGUARD INTL EQUITY INDEX F49.5K shares1.30%2026-03-312026-04-30

FE FIRSTENERGY CORP73.1K shares-0.80%2026-03-312026-04-30

MDY STATE STR SPDR S&P MIDCAP 405.9K shares-0.14%2026-03-312026-04-30

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ITW ILLINOIS TOOL WKS INC13.7K shares-0.14%2026-03-312026-04-30

VV VANGUARD INDEX FDS11.7K shares-1.78%2026-03-312026-04-30

TLT ISHARES TR40.0K shares0.00%2026-03-312026-04-30

WTRG ESSENTIAL UTILS INC85.4K shares35.58%2026-03-312026-04-30

DIS DISNEY WALT CO35.7K shares0.09%2026-03-312026-04-30

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW26.1K shares2.04%2026-03-312026-04-30

KEYS KEYSIGHT TECHNOLOGIES INC11.9K shares-0.44%2026-03-312026-04-30

EPD ENTERPRISE PRODS PARTNERS L88.2K shares6.29%2026-03-312026-04-30

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VTV VANGUARD INDEX FDS17.0K shares-2.30%2026-03-312026-04-30

MCK MCKESSON CORP3.8K shares-0.31%2026-03-312026-04-30

KIM KIMCO REALTY CORP146.7K shares-0.00%2026-03-312026-04-30

ABM ABM INDS INC84.0K shares-19.85%2026-03-312026-04-30

INTC INTEL CORP72.2K shares-0.30%2026-03-312026-04-30

BA BOEING CO15.9K shares-3.13%2026-03-312026-04-30

DLTR DOLLAR TREE INC28.7K shares-20.54%2026-03-312026-04-30

PSX PHILLIPS 6617.1K shares-1.72%2026-03-312026-04-30

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MMS MAXIMUS INC48.4K shares-8.79%2026-03-312026-04-30

DJCO DAILY JOURNAL CORP6.4K shares0.00%2026-03-312026-04-30

KWR QUAKER HOUGHTON24.8K shares-0.52%2026-03-312026-04-30

ET ENERGY TRANSFER L P159.1K shares1.50%2026-03-312026-04-30

WAT WATERS CORP10.2K shares5800.00%2026-03-312026-04-30

MUSA MURPHY USA INC6.0K shares143.39%2026-03-312026-04-30

COP CONOCOPHILLIPS22.4K shares-2.14%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC3.5K shares4.26%2026-03-312026-04-30

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THE CIGNA GROUP THE CIGNA GROUP11.0K shares0.50%2026-03-312026-04-30

LSCC LATTICE SEMICONDUCTOR CORP31.7K shares-5.92%2026-03-312026-04-30

TSLA TESLA INC7.8K shares32.92%2026-03-312026-04-30

OTIS OTIS WORLDWIDE CORP37.7K shares9.97%2026-03-312026-04-30

BR BROADRIDGE FINL SOLUTIONS IN17.8K shares13.08%2026-03-312026-04-30

KMB KIMBERLY-CLARK CORP29.9K shares0.15%2026-03-312026-04-30

CL COLGATE PALMOLIVE CO33.8K shares-2.59%2026-03-312026-04-30

AME AMETEK INC13.4K shares0.00%2026-03-312026-04-30

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VB VANGUARD INDEX FDS10.9K shares-3.83%2026-03-312026-04-30

PPG PPG INDS INC26.1K shares-3.40%2026-03-312026-04-30

VO VANGUARD INDEX FDS9.7K shares-1.21%2026-03-312026-04-30

PANW PALO ALTO NETWORKS INC17.3K shares0.52%2026-03-312026-04-30

SKY CHAMPION HOMES INC36.8K shares-1.79%2026-03-312026-04-30

WFC WELLS FARGO & CO34.1K shares-4.21%2026-03-312026-04-30

TT TRANE TECHNOLOGIES PLC6.5K shares-11.68%2026-03-312026-04-30

AMAT APPLIED MATLS INC7.8K shares1.95%2026-03-312026-04-30

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SPGI S&P GLOBAL INC6.3K shares322.75%2026-03-312026-04-30

QNITY ELECTRONICS INC QNITY ELECTRONICS INC23.0K shares-55.51%2026-03-312026-04-30

FAST FASTENAL CO56.9K shares1.25%2026-03-312026-04-30

WPM WHEATON PRECIOUS METALS CORP20.0K shares-33.33%2026-03-312026-04-30

IGF ISHARES TR37.8K shares0.00%2026-03-312026-04-30

SHEL SHELL PLC26.8K shares-1.94%2026-03-312026-04-30

J JACOBS SOLUTIONS INC19.5K shares-5.56%2026-03-312026-04-30

BAC BANK OF AMER CORP50.6K shares2.49%2026-03-312026-04-30

Sponsored

EATON CORP PLC EATON CORP PLC6.8K shares-3.59%2026-03-312026-04-30

SSNC SS&C TECH HLDGS35.9K shares1.25%2026-03-312026-04-30

UNILEVER PLC UNILEVER PLC42.4K shares-21.65%2026-03-312026-04-30

FDX FEDEX CORP6.7K shares-0.25%2026-03-312026-04-30

S SENTINELONE INC184.7K shares3852.74%2026-03-312026-04-30

CTVA CORTEVA INC28.3K shares3.37%2026-03-312026-04-30

D DOMINION ENERGY INC38.2K shares0.05%2026-03-312026-04-30

MCHP MICROCHIP TECHNOLOGY INC.36.5K shares-13.18%2026-03-312026-04-30

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MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC23.0K shares0.00%2026-03-312026-04-30

BK BANK NEW YORK MELLON CORP19.0K shares7.27%2026-03-312026-04-30

IEMG ISHARES INC31.4K shares22.19%2026-03-312026-04-30

PTC PTC INC15.3K shares-40.79%2026-03-312026-04-30

LINDE PLC LINDE PLC4.4K shares-2.15%2026-03-312026-04-30

WST WEST PHARMACEUTICAL SVSC INC8.6K shares-0.98%2026-03-312026-04-30

VGIT VANGUARD SCOTTSDALE FDS35.1K shares13.20%2026-03-312026-04-30

IWN ISHARES TR10.6K shares-2.13%2026-03-312026-04-30

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MCO MOODYS CORP4.6K shares-4.19%2026-03-312026-04-30

VCSH VANGUARD SCOTTSDALE FDS25.0K shares-3.57%2026-03-312026-04-30

SDY SPDR SERIES TRUST13.5K shares0.00%2026-03-312026-04-30

LAZARD INC LAZARD INC46.1K shares0.00%2026-03-312026-04-30

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC42.1K shares-29.88%2026-03-312026-04-30

IYR ISHARES TR20.0K shares-2.20%2026-03-312026-04-30

GVI ISHARES TR17.5K shares-0.53%2026-03-312026-04-30

IWS ISHARES TR12.8K shares49.56%2026-03-312026-04-30

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NVS NOVARTIS AG12.2K shares-9.71%2026-03-312026-04-30

NFLX NETFLIX INC.18.5K shares8.47%2026-03-312026-04-30

GILD GILEAD SCIENCES INC12.7K shares0.80%2026-03-312026-04-30

DOW DOW HLDGS INC41.6K shares2.67%2026-03-312026-04-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.0K shares5.88%2026-03-312026-04-30

ESGV VANGUARD WORLD FD15.4K shares0.00%2026-03-312026-04-30

WFC-PL WELLS FARGO & CO1.5K shares0.00%2026-03-312026-04-30

APH AMPHENOL CORP13.5K shares6.83%2026-03-312026-04-30

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XLV SELECT SECTOR SPDR TR11.6K shares0.00%2026-03-312026-04-30

IWP ISHARES TR13.0K shares59.09%2026-03-312026-04-30

EVRG EVERGY INC20.2K shares2.25%2026-03-312026-04-30

CMI CUMMINS INC3.0K shares0.00%2026-03-312026-04-30

TE CONNECTIVITY PLC TE CONNECTIVITY PLC7.8K shares0.00%2026-03-312026-04-30

KKR & CO INC KKR & CO INC17.5K shares1.26%2026-03-312026-04-30

MTB M & T BK CORP7.8K shares0.00%2026-03-312026-04-30

MPB MID PENN BANCORP INC49.4K shares4.22%2026-03-312026-04-30

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LMT LOCKHEED MARTIN CORP2.6K shares-2.81%2026-03-312026-04-30

TLN TALEN ENERGY CORP4.9K shares0.00%2026-03-312026-04-30

NFG NATIONAL FUEL GAS CO16.5K shares0.00%2026-03-312026-04-30

CATH GLOBAL X FDS19.5K shares0.00%2026-03-312026-04-30

AMP AMERIPRISE FINL INC3.4K shares-3.17%2026-03-312026-04-30

GLRE GREENLIGHT CAP RE LTD87.0K shares0.00%2026-03-312026-04-30

VGSH VANGUARD SCOTTSDALE FDS25.5K shares-11.15%2026-03-312026-04-30

LNG CHENIERE ENERGY INC5.3K shares0.00%2026-03-312026-04-30

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WMB WILLIAMS COS INC20.5K shares0.00%2026-03-312026-04-30

MS MORGAN STANLEY9.0K shares1.88%2026-03-312026-04-30

TSM TAIWAN SEMICONDUCTOR MANUFAC4.4K shares-0.64%2026-03-312026-04-30

OKE ONEOK INC NEW16.3K shares12.46%2026-03-312026-04-30

XLI SELECT SECTOR SPDR TR9.0K shares3.09%2026-03-312026-04-30

ECL ECOLAB INC5.4K shares-1.36%2026-03-312026-04-30

TECH BIO-TECHNE CORP27.5K shares291.59%2026-03-312026-04-30

XLY SELECT SECTOR SPDR TR12.8K shares0.00%2026-03-312026-04-30

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HBAN HUNTINGTON BANCSHARES INC87.0K shares0.00%2026-03-312026-04-30

BLACKSTONE INC BLACKSTONE INC11.8K shares-4.25%2026-03-312026-04-30

CARR CARRIER GLOBAL CORPORATION23.8K shares9.14%2026-03-312026-04-30

UPS UNITED PARCEL SVCS INC13.3K shares3.73%2026-03-312026-04-30

XLP SELECT SECTOR SPDR TR16.0K shares-2.59%2026-03-312026-04-30

GPC GENUINE PARTS CO12.4K shares-1.70%2026-03-312026-04-30

NOW SERVICENOW INC12.2K shares-26.11%2026-03-312026-04-30

ASML ASML HLDG NV964 shares-1.23%2026-03-312026-04-30

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WM WASTE MGMT INC DEL5.5K shares0.00%2026-03-312026-04-30

CEG CONSTELLATION ENERGY CORP4.6K shares2.36%2026-03-312026-04-30

XLF SELECT SECTOR SPDR TR25.7K shares3.62%2026-03-312026-04-30

HWM HOWMET AEROSPACE INC5.5K shares0.18%2026-03-312026-04-30

ABNB AIRBNB INC10.0K shares-3.98%2026-03-312026-04-30

ALAB ASTERA LABS INC11.5K shares2.22%2026-03-312026-04-30

SBUX STARBUCKS CORP14.0K shares-1.87%2026-03-312026-04-30

NDAQ NASDAQ INC14.5K shares-3.01%2026-03-312026-04-30

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FNDA SCHWAB STRATEGIC TR37.7K shares0.00%2026-03-312026-04-30

ODFL OLD DOMINION FREIGHT LINE IN6.2K shares0.00%2026-03-312026-04-30

VIA VIA TRANSN INC80.4K shares47199.41%2026-03-312026-04-30

LHX L3HARRIS TECHNOLOGIES INC3.4K shares6.16%2026-03-312026-04-30

YUM YUM BRANDS INC7.6K shares0.00%2026-03-312026-04-30

CMS CMS ENERGY CORP15.2K shares0.55%2026-03-312026-04-30

USB US BANCORP22.4K shares-5.51%2026-03-312026-04-30

XEL XCEL ENERGY INC14.6K shares0.00%2026-03-312026-04-30

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WEC ENERGY GROUP INC WEC ENERGY GROUP INC9.9K shares0.00%2026-03-312026-04-30

CBFV CB FINL SVCS INC33.6K shares0.00%2026-03-312026-04-30

EWJ ISHARES INC13.5K shares0.00%2026-03-312026-04-30

CSL CARLISLE COS INC3.4K shares-1.45%2026-03-312026-04-30

AOS SMITH A O CORP17.1K shares0.00%2026-03-312026-04-30

ARCC ARES CAPITAL CORP62.5K shares-3.84%2026-03-312026-04-30

ENB ENBRIDGE INC20.8K shares3.68%2026-03-312026-04-30

KHC KRAFT HEINZ CO50.0K shares8.88%2026-03-312026-04-30

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SNA SNAP ON INC3.1K shares10.33%2026-03-312026-04-30

EFG ISHARES TR10.1K shares-3.45%2026-03-312026-04-30

RPM RPM INTL INC10.9K shares-1.81%2026-03-312026-04-30

DVY ISHARES TR6.8K shares-5.52%2026-03-312026-04-30

BP BP PLC21.9K shares2.06%2026-03-312026-04-30

SO SOUTHERN CO10.6K shares0.00%2026-03-312026-04-30

ROST ROSS STORES INC4.7K shares0.30%2026-03-312026-04-30

FIW FIRST TR EXCHANGE-TRADED FD9.9K shares0.31%2026-03-312026-04-30

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UFCS UNITED FIRE GROUP INC27.5K shares0.05%2026-03-312026-04-30

TRV TRAVELERS COMPANIES INC3.5K shares0.03%2026-03-312026-04-30

RSG REPUBLIC SVCS INC4.5K shares-0.22%2026-03-312026-04-30

WDFC WD 40 CO4.8K shares0.00%2026-03-312026-04-30

ROP ROPER TECHNOLOGIES INC2.8K shares46.27%2026-03-312026-04-30

BE BLOOM ENERGY CORP7.2K shares11.98%2026-03-312026-04-30

MASI MASIMO CORP5.4K shares-33.08%2026-03-312026-04-30

WSM WILLIAMS SONOMA INC5.2K shares-1.88%2026-03-312026-04-30

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ICE INTERCONTINENTAL EXCHANGE IN6.0K shares-16.75%2026-03-312026-04-30

VIG VANGUARD SPECIALIZED FUNDS4.4K shares0.00%2026-03-312026-04-30

MAR MARRIOTT INTL INC NEW2.9K shares0.00%2026-03-312026-04-30

IGSB ISHARES TR17.8K shares-0.81%2026-03-312026-04-30

TFX TELEFLEX INCORPORATED7.7K shares-61.73%2026-03-312026-04-30

COF CAPITAL ONE FINL CORP5.0K shares6.33%2026-03-312026-04-30

CVS CVS HEALTH CORP12.8K shares1.78%2026-03-312026-04-30

SLB SLB LIMITED17.8K shares-9.66%2026-03-312026-04-30

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PRU PRUDENTIAL FINL INC9.4K shares-31.26%2026-03-312026-04-30

PPL PPL CORP23.5K shares-2.60%2026-03-312026-04-30

PGR PROGRESSIVE CORP4.5K shares34.45%2026-03-312026-04-30

BKNG BOOKING HOLDINGS INC211 shares0.96%2026-03-312026-04-30

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.6K shares24.32%2026-03-312026-04-30

PFF ISHARES TR28.1K shares0.00%2026-03-312026-04-30

BOND PIMCO ETF TR9.2K shares0.39%2026-03-312026-04-30

RBRK RUBRIK INC.17.3K shares-0.58%2026-03-312026-04-30

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GIS GENERAL MILLS INC22.2K shares3.55%2026-03-312026-04-30

GNR SPDR INDEX SHS FDS10.8K shares0.00%2026-03-312026-04-30

VSGX VANGUARD WORLD FD11.1K shares0.00%2026-03-312026-04-30

MMC MARSH & MCLENNAN COS INC4.6K shares6.36%2026-03-312026-04-30

CITIGROUP INC CITIGROUP INC7.0K shares-7.31%2026-03-312026-04-30

SHE SPDR SERIES TRUST6.1K shares0.25%2026-03-312026-04-30

AEP AMERICAN ELEC PWR CO INC5.9K shares47.08%2026-03-312026-04-30

SOLV SOLVENTUM CORP11.8K shares-4.25%2026-03-312026-04-30

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GSK PLC GSK PLC14.0K shares0.59%2026-03-312026-04-30

DVN DEVON ENERGY CORP NEW15.3K shares-2.27%2026-03-312026-04-30

VXUS VANGUARD STAR FDS10.0K shares0.00%2026-03-312026-04-30

IBIT ISHARES BITCOIN TRUST ETF20.0K shares7.19%2026-03-312026-04-30

FTAI AVIATION LTD FTAI AVIATION LTD3.1K shares-30.37%2026-03-312026-04-30

AMTM AMENTUM HOLDINGS INC29.1K shares8.44%2026-03-312026-04-30

MPWR MONOLITHIC PWR SYS INC686 shares-1.44%2026-03-312026-04-30

ALL ALLSTATE CORP3.6K shares0.00%2026-03-312026-04-30

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CDNS CADENCE DESIGN SYSTEM INC2.7K shares29.86%2026-03-312026-04-30

TROW PRICE T ROWE GROUP INC8.2K shares10.23%2026-03-312026-04-30

FI FISERV INC13.2K shares-30.73%2026-03-312026-04-30

ALKS ALKERMES PLC20.8K shares0.00%2026-03-312026-04-30

STT STATE STR CORP5.8K shares-37.76%2026-03-312026-04-30

VBR VANGUARD INDEX FDS3.4K shares-4.95%2026-03-312026-04-30

JBL JABIL INC2.7K shares410.78%2026-03-312026-04-30

SHOP SHOPIFY INC6.1K shares-1.56%2026-03-312026-04-30

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CBT CABOT CORP9.6K shares0.00%2026-03-312026-04-30

CCNE CNB FINL CORP PA24.8K shares18.14%2026-03-312026-04-30

AON PLC AON PLC2.2K shares-18.75%2026-03-312026-04-30

O REALTY INCOME CORP11.4K shares-6.18%2026-03-312026-04-30

AVY AVERY DENNISON CORP4.0K shares0.00%2026-03-312026-04-30

SPDW SPDR INDEX SHS FDS15.1K shares0.00%2026-03-312026-04-30

NVT NVENT ELEC PLC5.8K shares1.47%2026-03-312026-04-30

CROWN CASTLE INC CROWN CASTLE INC8.3K shares-0.72%2026-03-312026-04-30

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CRUS CIRRUS LOGIC INC4.6K shares-0.77%2026-03-312026-04-30

MPLX MPLX LP11.6K shares0.00%2026-03-312026-04-30

GDX VANECK ETF TRUST7.2K shares-18.52%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INC4.5K shares-0.69%2026-03-312026-04-30

OPEN OPENDOOR TECHNOLOGIES INC139.5K shares4.04%2026-03-312026-04-30

CCK CROWN HLDGS INC6.5K shares-0.02%2026-03-312026-04-30

VCIT VANGUARD SCOTTSDALE FDS7.7K shares-4.16%2026-03-312026-04-30

BND VANGUARD BD INDEX FDS8.6K shares0.00%2026-03-312026-04-30

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FULT FULTON FINL CORP PA30.5K shares-0.65%2026-03-312026-04-30

USPH U S PHYSICAL THERAPY8.1K shares-36.79%2026-03-312026-04-30

VTHR VANGUARD SCOTTSDALE FDS2.1K shares0.00%2026-03-312026-04-30

SLV ISHARES SILVER TR8.9K shares-3.80%2026-03-312026-04-30

NOC NORTHROP GRUMMAN CORP881 shares0.00%2026-03-312026-04-30

CAH CARDINAL HEALTH INC2.8K shares0.00%2026-03-312026-04-30

GEHC GE HEALTHCARE TECHNOLOGIES I8.4K shares0.62%2026-03-312026-04-30

KVYO KLAVIYO INC29.8K shares0.00%2026-03-312026-04-30

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GDXJ VANECK ETF TRUST4.8K shares-14.29%2026-03-312026-04-30

NAVAN INC NAVAN INC43.1K sharesnew addition2026-03-312026-04-30

LII LENNOX INTL INC1.2K shares92.62%2026-03-312026-04-30

ABSI ABSCI CORPORATION189.5K shares0.00%2026-03-312026-04-30

CSX CSX CORP13.8K shares-4.60%2026-03-312026-04-30

SCHV SCHWAB STRATEGIC TR18.2K shares0.00%2026-03-312026-04-30

BN BROOKFIELD CORP13.7K shares-6.89%2026-03-312026-04-30

CNRG SPDR SERIES TRUST6.1K shares0.31%2026-03-312026-04-30

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TGT TARGET CORP4.5K shares9.21%2026-03-312026-04-30

SUB ISHARES TR5.2K shares0.00%2026-03-312026-04-30

WY WEYERHAEUSER CO22.5K shares0.00%2026-03-312026-04-30

PLD PROLOGIS INC.4.1K shares-1.55%2026-03-312026-04-30

PSTG EVERPURE INC9.2K shares-4.15%2026-03-312026-04-30

CLX CLOROX CO DEL5.3K shares-25.56%2026-03-312026-04-30

DFUV DIMENSIONAL ETF TRUST11.2K shares0.00%2026-03-312026-04-30

MSI MOTOROLA SOLUTIONS INC1.2K shares7.30%2026-03-312026-04-30

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ADBE ADOBE INC2.2K shares-4.47%2026-03-312026-04-30

ELV ELEVANCE HEALTH INC FORMERLY1.8K shares13.88%2026-03-312026-04-30

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY6.8K shares0.00%2026-03-312026-04-30

CFG CITIZENS FINL GROUP INC8.9K sharesnew addition2026-03-312026-04-30

GIL GILDAN ACTIVEWEAR INC9.6K shares-14.80%2026-03-312026-04-30

BTT BLACKROCK MUN TARGET TERM TR23.5K shares0.00%2026-03-312026-04-30

FIS FIDELITY NATL INFORMATION SV11.3K shares-0.35%2026-03-312026-04-30

GWW WW GRAINGER INC479 shares0.00%2026-03-312026-04-30

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HP HELMERICH & PAYNE INC14.5K shares0.00%2026-03-312026-04-30

DLR DIGITAL RLTY TR INC2.9K shares11.65%2026-03-312026-04-30

PEG PUBLIC SVC ENTERPRISE GROUP6.4K shares0.00%2026-03-312026-04-30

VOX VANGUARD WORLD FD2.9K shares-9.64%2026-03-312026-04-30

EW EDWARDS LIFESCIENCES CORP6.4K shares0.00%2026-03-312026-04-30

GBTC GRAYSCALE BITCOIN TRUST ETF9.8K shares-1.22%2026-03-312026-04-30

ISRG INTUITIVE SURGICAL INC1.1K shares-47.65%2026-03-312026-04-30

AJG GALLAGHER ARTHUR J & CO2.4K shares191.27%2026-03-312026-04-30

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SPTL SPDR SERIES TRUST19.0K shares0.00%2026-03-312026-04-30

KVUE KENVUE INC28.9K shares0.00%2026-03-312026-04-30

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO9.3K sharesnew addition2026-03-312026-04-30

ACWI ISHARES TR3.5K shares0.00%2026-03-312026-04-30

VPLS VANGUARD MALVERN FDS6.3K shares0.00%2026-03-312026-04-30

RBLX ROBLOX CORP8.6K shares0.00%2026-03-312026-04-30

RB GLOBAL INC RB GLOBAL INC5.0K shares0.61%2026-03-312026-04-30

XLK SELECT SECTOR SPDR TR3.6K shares-28.68%2026-03-312026-04-30

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AMD ADVANCED MICRO DEVICES INC2.3K shares0.00%2026-03-312026-04-30

ILMN ILLUMINA INC3.8K shares0.00%2026-03-312026-04-30

EME EMCOR GROUP INC625 shares0.00%2026-03-312026-04-30

CRWD CROWDSTRIKE HLDGS INC1.2K shares0.00%2026-03-312026-04-30

IRM IRON MTN INC DEL4.5K shares0.00%2026-03-312026-04-30

AMCOR PLC AMCOR PLC11.5K sharesnew addition2026-03-312026-04-30

IWO ISHARES TR1.5K shares-0.34%2026-03-312026-04-30

CBRE CBRE GROUP INC3.3K shares12.55%2026-03-312026-04-30

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ED CONSOLIDATED EDISON INC4.0K shares-5.02%2026-03-312026-04-30

IP INTERNATIONAL PAPER CO12.5K shares0.00%2026-03-312026-04-30

CNI CANADIAN NATL RY CO4.3K shares0.40%2026-03-312026-04-30

WAB WABTEC1.8K shares-0.34%2026-03-312026-04-30

TMUS T-MOBILE US INC2.1K shares-34.81%2026-03-312026-04-30

OMC OMNICOM GROUP INC5.8K shares0.00%2026-03-312026-04-30

NVO NOVO-NORDISK A S11.8K shares0.00%2026-03-312026-04-30

HAL HALLIBURTON CO11.1K shares0.00%2026-03-312026-04-30

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FNF FIDELITY NATL FINL INC9.2K shares0.00%2026-03-312026-04-30

FNV FRANCO NEV CORP1.7K shares0.00%2026-03-312026-04-30

RNR RENAISSANCERE HLDGS LTD1.4K shares-20.94%2026-03-312026-04-30

BALL BALL CORP7.2K shares0.00%2026-03-312026-04-30

IEI ISHARES TR3.6K shares1.69%2026-03-312026-04-30

IR INGERSOLL RAND INC5.3K shares0.00%2026-03-312026-04-30

FALN ISHARES TR15.8K shares35.97%2026-03-312026-04-30

OLED UNIVERSAL DISPLAY CORP4.6K shares0.00%2026-03-312026-04-30

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IEUR ISHARES TR6.0K shares7.36%2026-03-312026-04-30

SPG SIMON PPTY GROUP INC NEW2.2K shares0.00%2026-03-312026-04-30

WDAY WORKDAY INC3.2K shares0.00%2026-03-312026-04-30

AER AERCAP HOLDINGS NV3.0K shares-1.86%2026-03-312026-04-30

WTM WHITE MTNS INS GROUP LTD187 shares-10.53%2026-03-312026-04-30

APG API GROUP CORP10.0K shares0.00%2026-03-312026-04-30

EFAV ISHARES TR4.4K shares0.00%2026-03-312026-04-30

USMV ISHARES TR4.4K shares50.88%2026-03-312026-04-30

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SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC6.2K sharesnew addition2026-03-312026-04-30

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD9.0K shares23.02%2026-03-312026-04-30

AFG AMERICAN FINANCIAL GROUP INC3.1K shares-1.43%2026-03-312026-04-30

OFFERPAD SOLUTIONS INC OFFERPAD SOLUTIONS INC595.2K shares0.00%2026-03-312026-04-30

TXRH TEXAS ROADHOUSE INC2.4K shares0.00%2026-03-312026-04-30

SPYG SPDR SERIES TRUST4.0K shares0.00%2026-03-312026-04-30

CVNA CARVANA CO1.2K shares-1.45%2026-03-312026-04-30

VCRM VANGUARD MUN BD FDS5.1K shares0.00%2026-03-312026-04-30

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DASH DOORDASH INC2.5K shares0.00%2026-03-312026-04-30

SJM SMUCKER J M CO3.9K shares-22.67%2026-03-312026-04-30

SENEA SENECA FOODS CORP NEW2.5K shares0.00%2026-03-312026-04-30

IUSG ISHARES TR2.4K shares0.00%2026-03-312026-04-30

ADCT ADC THERAPEUTICS SA100.0K shares0.00%2026-03-312026-04-30

OKTA OKTA INC4.7K shares-2.09%2026-03-312026-04-30

VONG VANGUARD SCOTTSDALE FDS3.4K shares0.99%2026-03-312026-04-30

CNM CORE & MAIN INC7.5K shares9.94%2026-03-312026-04-30

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AKAM AKAMAI TECHNOLOGIES INC3.2K shares0.00%2026-03-312026-04-30

AWI ARMSTRONG WORLD INDS INC NEW2.2K shares-1.70%2026-03-312026-04-30

TSCO TRACTOR SUPPLY CO8.0K shares-0.34%2026-03-312026-04-30

ICLN ISHARES TR19.8K shares0.00%2026-03-312026-04-30

MSA MSA SAFETY INC2.2K shares0.00%2026-03-312026-04-30

OXY OCCIDENTAL PETE CORP5.5K shares-20.80%2026-03-312026-04-30

UBER UBER TECHNOLOGIES INC4.9K shares-5.02%2026-03-312026-04-30

VONE VANGUARD SCOTTSDALE FDS1.2K sharesnew addition2026-03-312026-04-30

Sponsored

TD TORONTO DOMINION BK ONT3.8K shares0.00%2026-03-312026-04-30

NET CLOUDFLARE INC1.7K shares1.44%2026-03-312026-04-30

PSA PUBLIC STORAGE OPER CO1.3K shares0.00%2026-03-312026-04-30

ARISTA NETWORKS INC ARISTA NETWORKS INC2.8K shares-0.70%2026-03-312026-04-30

QQQM INVESCO EXCH TRADED FD TR II1.5K shares0.00%2026-03-312026-04-30

VBK VANGUARD INDEX FDS1.1K shares-9.85%2026-03-312026-04-30

ZTS ZOETIS INC2.9K shares-83.61%2026-03-312026-04-30

ALB ALBEMARLE CORP1.9K shares0.00%2026-03-312026-04-30

Sponsored

WBD WARNER BROS DISCOVERY INC12.5K shares5.15%2026-03-312026-04-30

VNQ VANGUARD INDEX FDS3.8K shares-4.96%2026-03-312026-04-30

EGY VAALCO ENERGY INC53.6K shares0.00%2026-03-312026-04-30

FCX FREEPORT MCMORAN INC5.7K shares62.80%2026-03-312026-04-30

KGC KINROSS GOLD CORP11.0K shares-31.25%2026-03-312026-04-30

NEM NEWMONT CORP3.1K shares-31.32%2026-03-312026-04-30

DFAT DIMENSIONAL ETF TRUST5.3K shares0.00%2026-03-312026-04-30

MET METLIFE INC4.7K shares7.61%2026-03-312026-04-30

Sponsored

FEZ SPDR INDEX SHS FDS5.3K shares12.70%2026-03-312026-04-30

DGRO ISHARES TR4.7K shares478.45%2026-03-312026-04-30

DELL DELL TECHNOLOGIES INC2.0K shares199.70%2026-03-312026-04-30

CTAS CINTAS CORP1.9K shares-34.62%2026-03-312026-04-30

VEA

VANGUARD TAX-MANAGED FDS

-0.98%

Shares4.1M

Event2026-03-31

Filed2026-04-30

CMCSA

COMCAST CORP NEW

-0.56%

Shares8.0M

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

-1.87%

Shares759.3K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

-3.80%

Shares273.2K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

2.02%

Shares154.7K

Event2026-03-31

Filed2026-04-30

IWY

ISHARES TR

-0.50%

Shares372.7K

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON

-2.20%

Shares352.4K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD INDEX FDS

-2.53%

Shares231.9K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-3.44%

Shares256.9K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO

-2.87%

Shares248.1K

Event2026-03-31

Filed2026-04-30

SCZ

ISHARES TR

-1.75%

Shares861.1K

Event2026-03-31

Filed2026-04-30

IWF

ISHARES TR

27.62%

Shares137.9K

Event2026-03-31

Filed2026-04-30

QUAL

ISHARES TR

-22.05%

Shares304.1K

Event2026-03-31

Filed2026-04-30

EFA

ISHARES TR

11.68%

Shares593.5K

Event2026-03-31

Filed2026-04-30

BRK.A

BERKSHIRE HATHAWAY INC DEL

2.70%

Shares76

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

2.46%

Shares80.1K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

-2.61%

Shares292.7K

Event2026-03-31

Filed2026-04-30

PROCTER & GAMBLE CO

-1.73%

Shares333.7K

Event2026-03-31

Filed2026-04-30

IWX

ISHARES TR

-0.25%

Shares504.6K

Event2026-03-31

Filed2026-04-30

EEM

ISHARES TR

0.94%

Shares806.5K

Event2026-03-31

Filed2026-04-30

GLW

CORNING INC

-3.20%

Shares294.3K

Event2026-03-31

Filed2026-04-30

IWR

ISHARES TR

18.17%

Shares410.6K

Event2026-03-31

Filed2026-04-30

SCHX

SCHWAB STRATEGIC TR

-2.37%

Shares1.5M

Event2026-03-31

Filed2026-04-30

IJJ

ISHARES TR

-4.26%

Shares283.5K

Event2026-03-31

Filed2026-04-30

IJK

ISHARES TR

-7.96%

Shares368.1K

Event2026-03-31

Filed2026-04-30

IWD

ISHARES TR

47.51%

Shares170.6K

Event2026-03-31

Filed2026-04-30

CSCO

CISCO SYS INC

-1.65%

Shares440.0K

Event2026-03-31

Filed2026-04-30

FIGR

FIGURE TECHNOLOGY SOLUTIO

3669.45%

Shares939.8K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

-0.53%

Shares151.0K

Event2026-03-31

Filed2026-04-30

IWB

ISHARES TR

1.55%

Shares87.0K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-9.68%

Shares106.8K

Event2026-03-31

Filed2026-04-30

IVW

ISHARES TR

0.06%

Shares263.8K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL

12.85%

Shares62.0K

Event2026-03-31

Filed2026-04-30

INVESCO QQQ TR

-2.64%

Shares51.3K

Event2026-03-31

Filed2026-04-30

VOE

VANGUARD INDEX FDS

-13.10%

Shares154.4K

Event2026-03-31

Filed2026-04-30

MERCK & CO INC

-4.27%

Shares226.6K

Event2026-03-31

Filed2026-04-30

ABT

ABBOTT LABORATORIES

-1.72%

Shares262.7K

Event2026-03-31

Filed2026-04-30

VOT

VANGUARD INDEX FDS

-9.70%

Shares104.5K

Event2026-03-31

Filed2026-04-30

LLY

ELI LILLY & CO

-3.04%

Shares28.2K

Event2026-03-31

Filed2026-04-30

COWZ

PACER FDS TR

-11.76%

Shares412.6K

Event2026-03-31

Filed2026-04-30

PEP

PEPSICO INC

-3.14%

Shares160.9K

Event2026-03-31

Filed2026-04-30

ADI

ANALOG DEVICES INC

-15.57%

Shares78.4K

Event2026-03-31

Filed2026-04-30

MASTERCARD INCORPORATED

-4.93%

Shares49.9K

Event2026-03-31

Filed2026-04-30

IWM

ISHARES TR

18.46%

Shares99.7K

Event2026-03-31

Filed2026-04-30

TJX

TJX COS INC NEW

-19.09%

Shares151.0K

Event2026-03-31

Filed2026-04-30

IJH

ISHARES TR

-4.38%

Shares344.8K

Event2026-03-31

Filed2026-04-30

CVX

CHEVRON CORPORATION

-1.94%

Shares111.9K

Event2026-03-31

Filed2026-04-30

GWX

SPDR INDEX SHS FDS

-2.36%

Shares544.0K

Event2026-03-31

Filed2026-04-30

TMO

THERMO FISHER SCIENTIFIC INC

-1.66%

Shares41.9K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

12.70%

Shares117.4K

Event2026-03-31

Filed2026-04-30

VISA INC

-4.72%

Shares67.2K

Event2026-03-31

Filed2026-04-30

VWO

VANGUARD INTL EQUITY INDEX F

2.53%

Shares374.2K

Event2026-03-31

Filed2026-04-30

IBM

INTERNATIONAL BUSINESS MACHS

2.07%

Shares83.2K

Event2026-03-31

Filed2026-04-30

JCI

JOHNSON CONTROLS INTERNATION

-2.56%

Shares150.1K

Event2026-03-31

Filed2026-04-30