Sponsored

The Analysis of Winthrop Advisory Group LLC's Holdings & P&L

Currently, Winthrop Advisory Group LLC holds 194 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in INTF (+558.7K shares, valued at $21.8M), IJH (+308.6K shares, valued at $20.8M), ACWX (+145.8K shares, valued at $10.0M); decreased their positions in N/A (-7.2K shares, valued at $3.4M), JPST (-27.4K shares, valued at $1.4M), GLD (-1.8K shares, valued at $753.3K); initiated new positions in INTF (+558.7K shares, valued at $21.8M), HCA (+3.7K shares, valued at $1.8M), ACI (+29.4K shares, valued at $501.6K).

1M P&L

-16.9M-1.31%

3M P&L

-46.7M-3.53%

HY P&L

+3.1M+0.24%

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/A977.2M

87.1%

2Consumer Electronics39.1M

3.5%

3Software - Infrastructure16.4M

1.5%

Top Industries by Stock Count

1N/A83 stocks

47.2%

2Drug Manufacturers - General7 stocks

4.0%

3Semiconductors5 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR968.3K shares5.45%2026-03-312026-04-13

IVV ISHARES TR188.1K shares3.55%2026-03-312026-04-13

IWB ISHARES TR249.4K shares0.65%2026-03-312026-04-13

ACWX ISHARES TR1.3M shares12.95%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR129.4K shares-0.22%2026-03-312026-04-13

ICSH ISHARES TR1.2M shares4.01%2026-03-312026-04-13

VTI VANGUARD INDEX FDS190.0K shares1.22%2026-03-312026-04-13

SCHB SCHWAB STRATEGIC TR2.4M shares4.39%2026-03-312026-04-13

Sponsored

AAPL APPLE INC154.2K shares-1.56%2026-03-312026-04-13

SPTM SPDR SERIES TRUST464.3K shares1.94%2026-03-312026-04-13

IJH ISHARES TR537.0K shares135.11%2026-03-312026-04-13

DGRW WISDOMTREE TR294.5K shares15.37%2026-03-312026-04-13

INTF ISHARES TR558.7K sharesnew addition2026-03-312026-04-13

IWF ISHARES TR47.7K shares-0.56%2026-03-312026-04-13

VXF VANGUARD INDEX FDS98.5K shares8.66%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T29.1K shares1.76%2026-03-312026-04-13

Sponsored

MSFT MICROSOFT CORP40.8K shares2.93%2026-03-312026-04-13

DFAC DIMENSIONAL ETF TRUST321.7K shares-0.26%2026-03-312026-04-13

QQQM INVESCO EXCH TRADED FD TR II49.3K shares36.08%2026-03-312026-04-13

SCHD SCHWAB STRATEGIC TR374.3K shares-1.67%2026-03-312026-04-13

IEMG ISHARES INC149.8K shares9.44%2026-03-312026-04-13

VXUS VANGUARD STAR FDS132.9K shares10.42%2026-03-312026-04-13

VTEB VANGUARD MUN BD FDS204.7K shares5.49%2026-03-312026-04-13

AMZN AMAZON COM INC47.5K shares-0.19%2026-03-312026-04-13

Sponsored

VUG VANGUARD INDEX FDS22.1K shares27.45%2026-03-312026-04-13

VONG VANGUARD SCOTTSDALE FDS84.9K shares37.33%2026-03-312026-04-13

ALPHABET INC ALPHABET INC23.0K shares0.15%2026-03-312026-04-13

JPST J P MORGAN EXCHANGE TRADED F124.2K shares-18.05%2026-03-312026-04-13

IWV ISHARES TR16.8K shares1.80%2026-03-312026-04-13

VWO VANGUARD INTL EQUITY INDEX F112.4K shares0.19%2026-03-312026-04-13

NVDA NVIDIA CORPORATION34.8K shares0.09%2026-03-312026-04-13

LPLA LPL FINL HLDGS INC19.7K shares-0.29%2026-03-312026-04-13

Sponsored

VTV VANGUARD INDEX FDS28.3K shares3.72%2026-03-312026-04-13

GSIE GOLDMAN SACHS ETF TR127.0K shares-1.18%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO18.5K shares7.18%2026-03-312026-04-13

ALPHABET INC ALPHABET INC18.3K shares-1.67%2026-03-312026-04-13

IWD ISHARES TR24.3K shares6.55%2026-03-312026-04-13

IVW ISHARES TR44.1K shares0.75%2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS22.8K shares-3.51%2026-03-312026-04-13

META META PLATFORMS INC7.9K shares-0.32%2026-03-312026-04-13

Sponsored

SCHX SCHWAB STRATEGIC TR173.7K shares-3.04%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.8K shares-45.02%2026-03-312026-04-13

TSLA TESLA INC9.8K shares0.43%2026-03-312026-04-13

IXUS ISHARES TR41.4K shares16.52%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS5.8K shares6.28%2026-03-312026-04-13

SPYG SPDR SERIES TRUST34.7K shares-0.46%2026-03-312026-04-13

V VISA INC9.9K shares-0.79%2026-03-312026-04-13

HD HOME DEPOT INC9.1K shares-0.87%2026-03-312026-04-13

Sponsored

DGRO ISHARES TR41.2K shares0.15%2026-03-312026-04-13

WMT WALMART INC23.1K shares-0.52%2026-03-312026-04-13

MDY STATE STR SPDR S&P MIDCAP 404.5K shares-0.13%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON10.5K shares-0.16%2026-03-312026-04-13

IEFA ISHARES TR24.3K shares9.31%2026-03-312026-04-13

BROADCOM INC BROADCOM INC6.8K shares-0.64%2026-03-312026-04-13

DFUS DIMENSIONAL ETF TRUST28.1K shares0.08%2026-03-312026-04-13

HCA HCA HEALTHCARE INC3.7K sharesnew addition2026-03-312026-04-13

Sponsored

VONV VANGUARD SCOTTSDALE FDS17.1K shares119.99%2026-03-312026-04-13

LLY ELI LILLY & CO1.7K shares-0.63%2026-03-312026-04-13

VO VANGUARD INDEX FDS5.5K shares-1.97%2026-03-312026-04-13

BAC BANK AMERICA CORP32.1K shares-1.02%2026-03-312026-04-13

SUSA ISHARES TR11.6K shares-5.82%2026-03-312026-04-13

KLAC KLA CORP1.0K shares-8.26%2026-03-312026-04-13

CAT CATERPILLAR INC2.1K shares-0.10%2026-03-312026-04-13

PG PROCTER & GAMBLE CO9.7K shares0.16%2026-03-312026-04-13

Sponsored

MA MASTERCARD INCORPORATED2.8K shares-7.86%2026-03-312026-04-13

DVY ISHARES TR8.8K shares-0.50%2026-03-312026-04-13

DIS DISNEY WALT CO13.5K shares-1.61%2026-03-312026-04-13

IWR ISHARES TR13.1K shares0.09%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION1.3K shares-6.26%2026-03-312026-04-13

GLD SPDR GOLD TR2.7K shares-39.19%2026-03-312026-04-13

XOM EXXON MOBIL CORP6.9K shares-4.62%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS4.1K shares0.02%2026-03-312026-04-13

Sponsored

ACWI ISHARES TR7.2K shares1.24%2026-03-312026-04-13

CVX CHEVRON CORPORATION4.8K shares-6.27%2026-03-312026-04-13

ABBV ABBVIE INC4.5K shares-3.88%2026-03-312026-04-13

PEP PEPSICO INC6.1K shares-0.34%2026-03-312026-04-13

SCHG SCHWAB STRATEGIC TR32.1K shares220.62%2026-03-312026-04-13

THE CIGNA GROUP THE CIGNA GROUP3.4K shares-0.03%2026-03-312026-04-13

XLK SELECT SECTOR SPDR TR6.8K shares14.00%2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC7.5K shares-12.10%2026-03-312026-04-13

Sponsored

SBUX STARBUCKS CORP9.8K shares0.41%2026-03-312026-04-13

BA BOEING CO4.2K shares5.10%2026-03-312026-04-13

AMAT APPLIED MATLS INC2.4K shares0.25%2026-03-312026-04-13

TT TRANE TECHNOLOGIES PLC2.0K shares-3.17%2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP1.3K shares-23.04%2026-03-312026-04-13

AGG ISHARES TR8.0K shares-14.17%2026-03-312026-04-13

MCD MCDONALDS CORP2.5K shares2.37%2026-03-312026-04-13

ORCL ORACLE CORP5.1K shares-0.25%2026-03-312026-04-13

Sponsored

CSCO CISCO SYS INC9.3K shares0.50%2026-03-312026-04-13

RTX RTX CORPORATION3.7K shares1.02%2026-03-312026-04-13

TDVG T ROWE PRICE ETF INC16.2K shares9.82%2026-03-312026-04-13

VYM VANGUARD WHITEHALL FDS4.7K shares0.45%2026-03-312026-04-13

MUB ISHARES TR6.3K shares0.66%2026-03-312026-04-13

VV VANGUARD INDEX FDS2.2K shares-2.19%2026-03-312026-04-13

LUV SOUTHWEST AIRLS CO17.0K shares0.00%2026-03-312026-04-13

MKL MARKEL GROUP INC327 shares-3.54%2026-03-312026-04-13

Sponsored

SHOP SHOPIFY INC5.3K shares-1.35%2026-03-312026-04-13

IWM ISHARES TR2.5K shares-2.92%2026-03-312026-04-13

SMH VANECK ETF TRUST1.5K shares-1.00%2026-03-312026-04-13

EMR EMERSON ELEC CO4.3K shares-3.61%2026-03-312026-04-13

NFLX NETFLIX INC.5.8K shares-13.86%2026-03-312026-04-13

IJR ISHARES TR4.4K shares-1.21%2026-03-312026-04-13

T AT&T INC18.9K shares-7.44%2026-03-312026-04-13

VCSH VANGUARD SCOTTSDALE FDS6.6K shares76.82%2026-03-312026-04-13

Sponsored

GE AEROSPACE GE AEROSPACE1.8K shares0.97%2026-03-312026-04-13

ACI ALBERTSONS COS INC29.4K sharesnew addition2026-03-312026-04-13

GEV GE VERNOVA INC571 shares7.33%2026-03-312026-04-13

JQUA J P MORGAN EXCHANGE TRADED F7.8K shares-8.24%2026-03-312026-04-13

UPS UNITED PARCEL SVCS INC4.5K shares1.31%2026-03-312026-04-13

MS MORGAN STANLEY2.7K shares-0.19%2026-03-312026-04-13

CITIGROUP INC CITIGROUP INC3.7K shares0.11%2026-03-312026-04-13

BABA ALIBABA GROUP HLDG LTD3.3K shares-0.92%2026-03-312026-04-13

Sponsored

LYV LIVE NATION ENTERTAINMENT IN2.7K shares0.11%2026-03-312026-04-13

KO COCA COLA CO5.4K shares-0.72%2026-03-312026-04-13

DIA STATE STR SPDR DOW JONES IND888 shares0.00%2026-03-312026-04-13

AMD ADVANCED MICRO DEVICES INC2.0K shares-3.30%2026-03-312026-04-13

BOND PIMCO ETF TR4.5K sharesnew addition2026-03-312026-04-13

SOXX ISHARES TR1.2K shares0.08%2026-03-312026-04-13

UNH UNITEDHEALTH GROUP INC1.5K shares12.63%2026-03-312026-04-13

XLF SELECT SECTOR SPDR TR8.1K shares1.14%2026-03-312026-04-13

Sponsored

GS GOLDMAN SACHS GROUP INC470 shares-3.89%2026-03-312026-04-13

FIXD FIRST TR EXCHNG TRADED FD VI9.1K sharesnew addition2026-03-312026-04-13

PFE PFIZER INC13.6K shares-10.13%2026-03-312026-04-13

BINC BLACKROCK ETF TRUST II7.3K shares-17.62%2026-03-312026-04-13

VT VANGUARD INTL EQUITY INDEX F2.7K sharesnew addition2026-03-312026-04-13

IGSB ISHARES TR7.1K shares0.37%2026-03-312026-04-13

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares32.05%2026-03-312026-04-13

HON HONEYWELL INTL INC1.6K shares-0.55%2026-03-312026-04-13

Sponsored

CRM SALESFORCE INC1.9K shares-11.40%2026-03-312026-04-13

TJX TJX COS INC NEW2.2K shares0.23%2026-03-312026-04-13

AXP AMERICAN EXPRESS CO1.1K shares-14.03%2026-03-312026-04-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.0K shares0.00%2026-03-312026-04-13

NOW SERVICENOW INC3.3K shares3.54%2026-03-312026-04-13

WM WASTE MGMT INC DEL1.5K shares-1.35%2026-03-312026-04-13

ISHARES GOLD TR ISHARES GOLD TR3.7K shares-22.34%2026-03-312026-04-13

APH AMPHENOL CORP2.5K shares-1.24%2026-03-312026-04-13

Sponsored

ITA ISHARES TR1.4K shares0.07%2026-03-312026-04-13

LQD ISHARES TR2.8K shares-0.47%2026-03-312026-04-13

ADI ANALOG DEVICES INC945 shares-5.31%2026-03-312026-04-13

HIG HARTFORD INSURANCE GROUP INC2.2K shares0.64%2026-03-312026-04-13

LOW LOWES COS INC1.3K shares-2.87%2026-03-312026-04-13

CVS CVS HEALTH CORP4.1K shares-0.15%2026-03-312026-04-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.2K shares-17.48%2026-03-312026-04-13

VYMI VANGUARD WHITEHALL FDS3.1K shares3.36%2026-03-312026-04-13

Sponsored

PYLD PIMCO ETF TR11.1K sharesnew addition2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC5.8K shares-17.73%2026-03-312026-04-13

INTU INTUIT663 shares-5.15%2026-03-312026-04-13

EFA ISHARES TR2.9K shares1.04%2026-03-312026-04-13

SYY SYSCO CORP4.0K shares0.33%2026-03-312026-04-13

COF CAPITAL ONE FINL CORP1.5K shares-0.06%2026-03-312026-04-13

ABT ABBOTT LABORATORIES2.7K shares-0.44%2026-03-312026-04-13

VBK VANGUARD INDEX FDS910 shares0.00%2026-03-312026-04-13

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.4K shares-5.33%2026-03-312026-04-13

CWB SPDR SERIES TRUST3.0K shares0.00%2026-03-312026-04-13

BMY BRISTOL-MYERS SQUIBB CO4.5K shares0.18%2026-03-312026-04-13

PLTR PALANTIR TECHNOLOGIES INC1.8K shares52.98%2026-03-312026-04-13

GILD GILEAD SCIENCES INC1.9K shares0.36%2026-03-312026-04-13

VBR VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-13

SHLD GLOBAL X FDS3.7K shares12.06%2026-03-312026-04-13

AMGN AMGEN INC753 shares-18.33%2026-03-312026-04-13

Sponsored

EW EDWARDS LIFESCIENCES CORP3.2K shares0.22%2026-03-312026-04-13

SUB ISHARES TR2.4K shares1.84%2026-03-312026-04-13

XLU SELECT SECTOR SPDR TR5.7K shares-21.81%2026-03-312026-04-13

USMV ISHARES TR2.8K shares-11.61%2026-03-312026-04-13

FNDB SCHWAB STRATEGIC TR9.3K shares0.94%2026-03-312026-04-13

EPD ENTERPRISE PRODS PARTNERS L6.6K shares-23.15%2026-03-312026-04-13

XLE SELECT SECTOR SPDR TR4.1K sharesnew addition2026-03-312026-04-13

ASML ASML HLDG NV188 shares-12.15%2026-03-312026-04-13

Sponsored

PANW PALO ALTO NETWORKS INC1.6K sharesnew addition2026-03-312026-04-13

CRH PLC CRH PLC2.4K shares8.60%2026-03-312026-04-13

EXPE EXPEDIA GROUP INC1.1K shares0.09%2026-03-312026-04-13

TRV TRAVELERS COMPANIES INC830 shares0.48%2026-03-312026-04-13

PFF ISHARES TR7.8K shares0.00%2026-03-312026-04-13

DRAFTKINGS INC NEW DRAFTKINGS INC NEW10.7K shares16.52%2026-03-312026-04-13

GLW CORNING INC1.7K sharesnew addition2026-03-312026-04-13

IVE ISHARES TR1.1K shares0.09%2026-03-312026-04-13

Sponsored

CEG CONSTELLATION ENERGY CORP792 shares0.00%2026-03-312026-04-13

VRTX VERTEX PHARMACEUTICALS INC489 sharesnew addition2026-03-312026-04-13

VEA VANGUARD TAX-MANAGED FDS3.4K shares0.06%2026-03-312026-04-13

LHX L3HARRIS TECHNOLOGIES INC614 sharesnew addition2026-03-312026-04-13

REGN REGENERON PHARMACEUTICALS273 sharesnew addition2026-03-312026-04-13

FELV FIDELITY COVINGTON TRUST6.0K shares-4.30%2026-03-312026-04-13

MU MICRON TECHNOLOGY INC612 sharesnew addition2026-03-312026-04-13

LH LABCORP HOLDINGS INC770 sharesnew addition2026-03-312026-04-13

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP959 sharesnew addition2026-03-312026-04-13

VOT VANGUARD INDEX FDS791 shares-0.25%2026-03-312026-04-13

WMB WILLIAMS COS INC2.8K sharesnew addition2026-03-312026-04-13

WELL WELLTOWER INC1.0K sharesnew addition2026-03-312026-04-13

MGNI MAGNITE INC14.5K shares0.00%2026-03-312026-04-13

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD10.7K shares-14.67%2026-03-312026-04-13

EYPT EYEPOINT INC10.1K sharesnew addition2026-03-312026-04-13

ACVA ACV AUCTIONS INC22.5K sharesnew addition2026-03-312026-04-13

Sponsored

ABEV AMBEV SA24.6K shares0.00%2026-03-312026-04-13

MVIS MICROVISION INC DEL41.1K shares43.18%2026-03-312026-04-13

ITOT

ISHARES TR

5.45%

Shares968.3K

Event2026-03-31

Filed2026-04-13

IVV

ISHARES TR

3.55%

Shares188.1K

Event2026-03-31

Filed2026-04-13

IWB

ISHARES TR

0.65%

Shares249.4K

Event2026-03-31

Filed2026-04-13

ACWX

ISHARES TR

12.95%

Shares1.3M

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

-0.22%

Shares129.4K

Event2026-03-31

Filed2026-04-13

ICSH

ISHARES TR

4.01%

Shares1.2M

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

1.22%

Shares190.0K

Event2026-03-31

Filed2026-04-13

SCHB

SCHWAB STRATEGIC TR

4.39%

Shares2.4M

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-1.56%

Shares154.2K

Event2026-03-31

Filed2026-04-13

SPTM

SPDR SERIES TRUST

1.94%

Shares464.3K

Event2026-03-31

Filed2026-04-13

IJH

ISHARES TR

135.11%

Shares537.0K

Event2026-03-31

Filed2026-04-13

DGRW

WISDOMTREE TR

15.37%

Shares294.5K

Event2026-03-31

Filed2026-04-13

INTF

ISHARES TR

New

Shares558.7K

Event2026-03-31

Filed2026-04-13

IWF

ISHARES TR

-0.56%

Shares47.7K

Event2026-03-31

Filed2026-04-13

VXF

VANGUARD INDEX FDS

8.66%

Shares98.5K

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

1.76%

Shares29.1K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

2.93%

Shares40.8K

Event2026-03-31

Filed2026-04-13

DFAC

DIMENSIONAL ETF TRUST

-0.26%

Shares321.7K

Event2026-03-31

Filed2026-04-13

QQQM

INVESCO EXCH TRADED FD TR II

36.08%

Shares49.3K

Event2026-03-31

Filed2026-04-13

SCHD

SCHWAB STRATEGIC TR

-1.67%

Shares374.3K

Event2026-03-31

Filed2026-04-13

IEMG

ISHARES INC

9.44%

Shares149.8K

Event2026-03-31

Filed2026-04-13

VXUS

VANGUARD STAR FDS

10.42%

Shares132.9K

Event2026-03-31

Filed2026-04-13

VTEB

VANGUARD MUN BD FDS

5.49%

Shares204.7K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

-0.19%

Shares47.5K

Event2026-03-31

Filed2026-04-13

VUG

VANGUARD INDEX FDS

27.45%

Shares22.1K

Event2026-03-31

Filed2026-04-13

VONG

VANGUARD SCOTTSDALE FDS

37.33%

Shares84.9K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

0.15%

Shares23.0K

Event2026-03-31

Filed2026-04-13

JPST

J P MORGAN EXCHANGE TRADED F

-18.05%

Shares124.2K

Event2026-03-31

Filed2026-04-13

IWV

ISHARES TR

1.80%

Shares16.8K

Event2026-03-31

Filed2026-04-13

VWO

VANGUARD INTL EQUITY INDEX F

0.19%

Shares112.4K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

0.09%

Shares34.8K

Event2026-03-31

Filed2026-04-13

LPLA

LPL FINL HLDGS INC

-0.29%

Shares19.7K

Event2026-03-31

Filed2026-04-13

VTV

VANGUARD INDEX FDS

3.72%

Shares28.3K

Event2026-03-31

Filed2026-04-13

GSIE

GOLDMAN SACHS ETF TR

-1.18%

Shares127.0K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

7.18%

Shares18.5K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-1.67%

Shares18.3K

Event2026-03-31

Filed2026-04-13

IWD

ISHARES TR

6.55%

Shares24.3K

Event2026-03-31

Filed2026-04-13

IVW

ISHARES TR

0.75%

Shares44.1K

Event2026-03-31

Filed2026-04-13

VIG

VANGUARD SPECIALIZED FUNDS

-3.51%

Shares22.8K

Event2026-03-31

Filed2026-04-13

META

META PLATFORMS INC

-0.32%

Shares7.9K

Event2026-03-31

Filed2026-04-13

SCHX

SCHWAB STRATEGIC TR

-3.04%

Shares173.7K

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC DEL

-45.02%

Shares8.8K

Event2026-03-31

Filed2026-04-13

TSLA

TESLA INC

0.43%

Shares9.8K

Event2026-03-31

Filed2026-04-13

IXUS

ISHARES TR

16.52%

Shares41.4K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

6.28%

Shares5.8K

Event2026-03-31

Filed2026-04-13

SPYG

SPDR SERIES TRUST

-0.46%

Shares34.7K

Event2026-03-31

Filed2026-04-13

VISA INC

-0.79%

Shares9.9K

Event2026-03-31

Filed2026-04-13

HOME DEPOT INC

-0.87%

Shares9.1K

Event2026-03-31

Filed2026-04-13

DGRO

ISHARES TR

0.15%

Shares41.2K

Event2026-03-31

Filed2026-04-13

WMT

WALMART INC

-0.52%

Shares23.1K

Event2026-03-31

Filed2026-04-13

MDY

STATE STR SPDR S&P MIDCAP 40

-0.13%

Shares4.5K

Event2026-03-31

Filed2026-04-13

JNJ

JOHNSON & JOHNSON

-0.16%

Shares10.5K

Event2026-03-31

Filed2026-04-13

IEFA

ISHARES TR

9.31%

Shares24.3K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

-0.64%

Shares6.8K

Event2026-03-31

Filed2026-04-13

DFUS

DIMENSIONAL ETF TRUST

0.08%

Shares28.1K

Event2026-03-31

Filed2026-04-13

HCA

HCA HEALTHCARE INC

New

Shares3.7K

Event2026-03-31

Filed2026-04-13

VONV

VANGUARD SCOTTSDALE FDS

119.99%

Shares17.1K

Event2026-03-31

Filed2026-04-13

LLY

ELI LILLY & CO

-0.63%

Shares1.7K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

-1.97%

Shares5.5K

Event2026-03-31

Filed2026-04-13

BAC

BANK AMERICA CORP

-1.02%

Shares32.1K

Event2026-03-31

Filed2026-04-13

SUSA

ISHARES TR

-5.82%

Shares11.6K

Event2026-03-31

Filed2026-04-13

KLAC

KLA CORP

-8.26%

Shares1.0K

Event2026-03-31

Filed2026-04-13

CAT

CATERPILLAR INC

-0.10%

Shares2.1K

Event2026-03-31

Filed2026-04-13

PROCTER & GAMBLE CO

0.16%

Shares9.7K

Event2026-03-31

Filed2026-04-13

MASTERCARD INCORPORATED

-7.86%

Shares2.8K

Event2026-03-31

Filed2026-04-13

DVY

ISHARES TR

-0.50%

Shares8.8K

Event2026-03-31

Filed2026-04-13

DIS

DISNEY WALT CO

-1.61%

Shares13.5K

Event2026-03-31

Filed2026-04-13

IWR

ISHARES TR

0.09%

Shares13.1K

Event2026-03-31

Filed2026-04-13

COST

COSTCO WHOLESALE CORPORATION

-6.26%

Shares1.3K

Event2026-03-31

Filed2026-04-13

GLD

SPDR GOLD TR

-39.19%

Shares2.7K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

-4.62%

Shares6.9K

Event2026-03-31

Filed2026-04-13

IBM

INTERNATIONAL BUSINESS MACHS

0.02%

Shares4.1K

Event2026-03-31

Filed2026-04-13

ACWI

ISHARES TR

1.24%

Shares7.2K

Event2026-03-31

Filed2026-04-13

CVX

CHEVRON CORPORATION

-6.27%

Shares4.8K

Event2026-03-31

Filed2026-04-13

ABBV

ABBVIE INC

-3.88%

Shares4.5K

Event2026-03-31

Filed2026-04-13

PEP

PEPSICO INC

-0.34%

Shares6.1K

Event2026-03-31

Filed2026-04-13

SCHG

SCHWAB STRATEGIC TR

220.62%

Shares32.1K

Event2026-03-31

Filed2026-04-13

THE CIGNA GROUP

-0.03%

Shares3.4K

Event2026-03-31

Filed2026-04-13

XLK

SELECT SECTOR SPDR TR

14.00%

Shares6.8K

Event2026-03-31

Filed2026-04-13

MERCK & CO INC

-12.10%

Shares7.5K

Event2026-03-31

Filed2026-04-13

SBUX

STARBUCKS CORP

0.41%

Shares9.8K

Event2026-03-31

Filed2026-04-13

BOEING CO

5.10%

Shares4.2K

Event2026-03-31

Filed2026-04-13

AMAT

APPLIED MATLS INC

0.25%

Shares2.4K

Event2026-03-31

Filed2026-04-13

TRANE TECHNOLOGIES PLC

-3.17%

Shares2.0K

Event2026-03-31

Filed2026-04-13

LMT

LOCKHEED MARTIN CORP

-23.04%

Shares1.3K

Event2026-03-31

Filed2026-04-13

AGG

ISHARES TR

-14.17%

Shares8.0K

Event2026-03-31

Filed2026-04-13

MCD

MCDONALDS CORP

2.37%

Shares2.5K

Event2026-03-31

Filed2026-04-13

ORCL

ORACLE CORP

-0.25%

Shares5.1K

Event2026-03-31

Filed2026-04-13

CSCO

CISCO SYS INC

0.50%

Shares9.3K

Event2026-03-31

Filed2026-04-13

RTX

RTX CORPORATION

1.02%

Shares3.7K

Event2026-03-31

Filed2026-04-13

TDVG

T ROWE PRICE ETF INC

9.82%

Shares16.2K

Event2026-03-31

Filed2026-04-13

VYM

VANGUARD WHITEHALL FDS

0.45%

Shares4.7K

Event2026-03-31

Filed2026-04-13

MUB

ISHARES TR

0.66%

Shares6.3K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

-2.19%

Shares2.2K

Event2026-03-31

Filed2026-04-13

LUV

SOUTHWEST AIRLS CO

0.00%

Shares17.0K

Event2026-03-31

Filed2026-04-13

MKL

MARKEL GROUP INC

-3.54%

Shares327

Event2026-03-31

Filed2026-04-13

SHOP

SHOPIFY INC

-1.35%

Shares5.3K

Event2026-03-31

Filed2026-04-13

IWM

ISHARES TR

-2.92%

Shares2.5K

Event2026-03-31

Filed2026-04-13

SMH

VANECK ETF TRUST

-1.00%

Shares1.5K

Event2026-03-31

Filed2026-04-13

EMR

EMERSON ELEC CO

-3.61%

Shares4.3K

Event2026-03-31

Filed2026-04-13

NFLX

NETFLIX INC.

-13.86%

Shares5.8K

Event2026-03-31

Filed2026-04-13

IJR

ISHARES TR

-1.21%

Shares4.4K

Event2026-03-31

Filed2026-04-13

AT&T INC

-7.44%

Shares18.9K

Event2026-03-31

Filed2026-04-13

VCSH

VANGUARD SCOTTSDALE FDS

76.82%

Shares6.6K

Event2026-03-31

Filed2026-04-13

GE AEROSPACE

0.97%

Shares1.8K

Event2026-03-31

Filed2026-04-13

ACI

ALBERTSONS COS INC

New

Shares29.4K

Event2026-03-31

Filed2026-04-13

GEV

GE VERNOVA INC

7.33%

Shares571

Event2026-03-31

Filed2026-04-13

JQUA

J P MORGAN EXCHANGE TRADED F

-8.24%

Shares7.8K

Event2026-03-31

Filed2026-04-13

UPS

UNITED PARCEL SVCS INC

1.31%

Shares4.5K

Event2026-03-31

Filed2026-04-13

MORGAN STANLEY

-0.19%

Shares2.7K

Event2026-03-31

Filed2026-04-13

CITIGROUP INC

0.11%

Shares3.7K

Event2026-03-31

Filed2026-04-13

BABA

ALIBABA GROUP HLDG LTD

-0.92%

Shares3.3K

Event2026-03-31

Filed2026-04-13

LYV

LIVE NATION ENTERTAINMENT IN

0.11%

Shares2.7K

Event2026-03-31

Filed2026-04-13

COCA COLA CO

-0.72%

Shares5.4K

Event2026-03-31

Filed2026-04-13

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares888

Event2026-03-31

Filed2026-04-13

AMD

ADVANCED MICRO DEVICES INC

-3.30%

Shares2.0K

Event2026-03-31

Filed2026-04-13

BOND

PIMCO ETF TR

New

Shares4.5K

Event2026-03-31

Filed2026-04-13

SOXX

ISHARES TR

0.08%

Shares1.2K

Event2026-03-31

Filed2026-04-13

UNH

UNITEDHEALTH GROUP INC

12.63%

Shares1.5K

Event2026-03-31

Filed2026-04-13

XLF

SELECT SECTOR SPDR TR

1.14%

Shares8.1K

Event2026-03-31

Filed2026-04-13

GOLDMAN SACHS GROUP INC

-3.89%

Shares470

Event2026-03-31

Filed2026-04-13

FIXD

FIRST TR EXCHNG TRADED FD VI

New

Shares9.1K

Event2026-03-31

Filed2026-04-13

PFE

PFIZER INC

-10.13%

Shares13.6K

Event2026-03-31

Filed2026-04-13

BINC

BLACKROCK ETF TRUST II

-17.62%

Shares7.3K

Event2026-03-31

Filed2026-04-13

VANGUARD INTL EQUITY INDEX F

New

Shares2.7K

Event2026-03-31

Filed2026-04-13

IGSB

ISHARES TR

0.37%

Shares7.1K

Event2026-03-31

Filed2026-04-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

32.05%

Shares1.1K

Event2026-03-31

Filed2026-04-13

HON

HONEYWELL INTL INC

-0.55%

Shares1.6K

Event2026-03-31

Filed2026-04-13

CRM

SALESFORCE INC

-11.40%

Shares1.9K

Event2026-03-31

Filed2026-04-13

TJX

TJX COS INC NEW

0.23%

Shares2.2K

Event2026-03-31

Filed2026-04-13

AXP

AMERICAN EXPRESS CO

-14.03%

Shares1.1K

Event2026-03-31

Filed2026-04-13

GENERAL DYNAMICS CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-13

NOW

SERVICENOW INC

3.54%

Shares3.3K

Event2026-03-31

Filed2026-04-13

WASTE MGMT INC DEL

-1.35%

Shares1.5K

Event2026-03-31

Filed2026-04-13

ISHARES GOLD TR

-22.34%

Shares3.7K

Event2026-03-31

Filed2026-04-13

APH

AMPHENOL CORP

-1.24%

Shares2.5K

Event2026-03-31

Filed2026-04-13

ITA

ISHARES TR

0.07%

Shares1.4K

Event2026-03-31

Filed2026-04-13

LQD

ISHARES TR

-0.47%

Shares2.8K

Event2026-03-31

Filed2026-04-13

ADI

ANALOG DEVICES INC

-5.31%

Shares945

Event2026-03-31

Filed2026-04-13

HIG

HARTFORD INSURANCE GROUP INC

0.64%

Shares2.2K

Event2026-03-31

Filed2026-04-13

LOW

LOWES COS INC

-2.87%

Shares1.3K

Event2026-03-31

Filed2026-04-13

CVS

CVS HEALTH CORP

-0.15%

Shares4.1K

Event2026-03-31

Filed2026-04-13

DUKE ENERGY CORP NEW

-17.48%

Shares2.2K

Event2026-03-31

Filed2026-04-13

VYMI

VANGUARD WHITEHALL FDS

3.36%

Shares3.1K

Event2026-03-31

Filed2026-04-13

PYLD

PIMCO ETF TR

New

Shares11.1K

Event2026-03-31

Filed2026-04-13

VERIZON COMMUNICATIONS INC

-17.73%

Shares5.8K

Event2026-03-31

Filed2026-04-13

INTU

INTUIT

-5.15%

Shares663

Event2026-03-31

Filed2026-04-13

EFA

ISHARES TR

1.04%

Shares2.9K

Event2026-03-31

Filed2026-04-13

SYY

SYSCO CORP

0.33%

Shares4.0K

Event2026-03-31

Filed2026-04-13

COF

CAPITAL ONE FINL CORP

-0.06%

Shares1.5K

Event2026-03-31

Filed2026-04-13

ABT

ABBOTT LABORATORIES

-0.44%

Shares2.7K

Event2026-03-31

Filed2026-04-13

VBK

VANGUARD INDEX FDS

0.00%

Shares910

Event2026-03-31

Filed2026-04-13

ACCENTURE PLC IRELAND

-5.33%

Shares1.4K

Event2026-03-31

Filed2026-04-13

CWB

SPDR SERIES TRUST

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-13

BMY

BRISTOL-MYERS SQUIBB CO

0.18%

Shares4.5K

Event2026-03-31

Filed2026-04-13

PLTR

PALANTIR TECHNOLOGIES INC

52.98%

Shares1.8K

Event2026-03-31

Filed2026-04-13

GILD

GILEAD SCIENCES INC

0.36%

Shares1.9K

Event2026-03-31

Filed2026-04-13

VBR

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-13

SHLD

GLOBAL X FDS

12.06%

Shares3.7K

Event2026-03-31

Filed2026-04-13

AMGN

AMGEN INC

-18.33%

Shares753

Event2026-03-31

Filed2026-04-13

EDWARDS LIFESCIENCES CORP

0.22%

Shares3.2K

Event2026-03-31

Filed2026-04-13

SUB

ISHARES TR

1.84%

Shares2.4K

Event2026-03-31

Filed2026-04-13

XLU

SELECT SECTOR SPDR TR

-21.81%

Shares5.7K

Event2026-03-31

Filed2026-04-13

USMV

ISHARES TR

-11.61%

Shares2.8K

Event2026-03-31

Filed2026-04-13

FNDB

SCHWAB STRATEGIC TR

0.94%

Shares9.3K

Event2026-03-31

Filed2026-04-13

EPD

ENTERPRISE PRODS PARTNERS L

-23.15%

Shares6.6K

Event2026-03-31

Filed2026-04-13

XLE

SELECT SECTOR SPDR TR

New

Shares4.1K

Event2026-03-31

Filed2026-04-13

ASML

ASML HLDG NV

-12.15%

Shares188

Event2026-03-31

Filed2026-04-13

PANW

PALO ALTO NETWORKS INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-13

CRH PLC

8.60%

Shares2.4K

Event2026-03-31

Filed2026-04-13

EXPE

EXPEDIA GROUP INC

0.09%

Shares1.1K

Event2026-03-31

Filed2026-04-13

TRV

TRAVELERS COMPANIES INC

0.48%

Shares830

Event2026-03-31

Filed2026-04-13

PFF

ISHARES TR

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-13

DRAFTKINGS INC NEW

16.52%

Shares10.7K

Event2026-03-31

Filed2026-04-13

GLW

CORNING INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-13

IVE

ISHARES TR

0.09%

Shares1.1K

Event2026-03-31

Filed2026-04-13

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares792

Event2026-03-31

Filed2026-04-13

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares489

Event2026-03-31

Filed2026-04-13

VEA

VANGUARD TAX-MANAGED FDS

0.06%

Shares3.4K

Event2026-03-31

Filed2026-04-13

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares614

Event2026-03-31

Filed2026-04-13

REGN

REGENERON PHARMACEUTICALS

New

Shares273

Event2026-03-31

Filed2026-04-13

FELV

FIDELITY COVINGTON TRUST

-4.30%

Shares6.0K

Event2026-03-31

Filed2026-04-13

MICRON TECHNOLOGY INC

New

Shares612

Event2026-03-31

Filed2026-04-13

LABCORP HOLDINGS INC

New

Shares770

Event2026-03-31

Filed2026-04-13

LAM RESEARCH CORP

New

Shares959

Event2026-03-31

Filed2026-04-13

VOT

VANGUARD INDEX FDS

-0.25%

Shares791

Event2026-03-31

Filed2026-04-13

WMB

WILLIAMS COS INC

New

Shares2.8K

Event2026-03-31

Filed2026-04-13

WELL

WELLTOWER INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-13

MGNI

MAGNITE INC

0.00%

Shares14.5K

Event2026-03-31

Filed2026-04-13

FS SPECIALTY LENDING FD

-14.67%

Shares10.7K

Event2026-03-31

Filed2026-04-13

EYPT

EYEPOINT INC

New

Shares10.1K

Event2026-03-31

Filed2026-04-13

ACVA

ACV AUCTIONS INC

New

Shares22.5K

Event2026-03-31

Filed2026-04-13

ABEV

AMBEV SA

0.00%

Shares24.6K

Event2026-03-31

Filed2026-04-13

MVIS

MICROVISION INC DEL

43.18%

Shares41.1K

Event2026-03-31

Filed2026-04-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

LUV Put PutSOUTHWEST AIRLS CO17.0K sharesnew addition2026-03-312026-04-13

LUV Put

SOUTHWEST AIRLS CO

New

Shares17.0K

Event2026-03-31

Filed2026-04-13