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The Analysis of WOODMONT INVESTMENT COUNSEL LLC's Holdings & P&L

Currently, WOODMONT INVESTMENT COUNSEL LLC holds 263 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in N/A (+137.0K shares, valued at $11.8M), SCHY (+290.5K shares, valued at $9.2M), SNEX (+108.7K shares, valued at $8.8M); decreased their positions in XLV (-14.1K shares, valued at $2.1M), VTV (-10.1K shares, valued at $2.0M), GTLS (-8.8K shares, valued at $1.8M); initiated new positions in N/A (+137.0K shares, valued at $11.8M), SCHY (+290.5K shares, valued at $9.2M), COPX (+31.1K shares, valued at $2.4M).

1M P&L

+46.9M+3.05%

3M P&L

-1.0B-38.69%

HY P&L

-938.8M-37.16%

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/A954.3M

65.5%

2Drug Manufacturers - General61.9M

4.3%

3Consumer Electronics43.4M

3.0%

Top Industries by Stock Count

1N/A95 stocks

39.1%

2Drug Manufacturers - General8 stocks

3.3%

3Semiconductors6 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS415.0K shares2.17%2026-03-312026-05-05

VTV VANGUARD INDEX FDS738.4K shares-1.34%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS1.5M shares3.37%2026-03-312026-05-05

AAPL APPLE INC171.2K shares0.69%2026-03-312026-05-05

IBDT ISHARES TR1.6M shares-0.13%2026-03-312026-05-05

IBDU ISHARES TR1.8M shares0.36%2026-03-312026-05-05

BROADCOM INC BROADCOM INC109.1K shares0.43%2026-03-312026-05-05

IBDS ISHARES TR1.4M shares-0.19%2026-03-312026-05-05

Sponsored

SPTS SPDR SERIES TRUST1.1M shares9.02%2026-03-312026-05-05

VTI VANGUARD INDEX FDS94.6K shares1.25%2026-03-312026-05-05

MSFT MICROSOFT CORP78.3K shares3.34%2026-03-312026-05-05

VO VANGUARD INDEX FDS97.2K shares2.77%2026-03-312026-05-05

SNEX STONEX GROUP INC342.5K shares46.49%2026-03-312026-05-05

VB VANGUARD INDEX FDS98.1K shares0.89%2026-03-312026-05-05

HCA HCA HEALTHCARE INC52.5K shares-1.28%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO82.7K shares1.76%2026-03-312026-05-05

Sponsored

CVX CHEVRON CORPORATION114.4K shares1.50%2026-03-312026-05-05

IBDV ISHARES TR1.1M shares11.58%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON91.9K shares2.27%2026-03-312026-05-05

MERCK & CO INC MERCK & CO INC172.4K shares1.13%2026-03-312026-05-05

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW158.2K shares1.76%2026-03-312026-05-05

SPEM SPDR INDEX SHS FDS440.8K shares2.80%2026-03-312026-05-05

LLY ELI LILLY & CO21.9K shares5.42%2026-03-312026-05-05

IBDW ISHARES TR936.3K shares15.03%2026-03-312026-05-05

Sponsored

TOTL SSGA ACTIVE ETF TR467.1K shares23.56%2026-03-312026-05-05

VEU VANGUARD INTL EQUITY INDEX F234.9K shares0.67%2026-03-312026-05-05

ALPHABET INC ALPHABET INC61.2K shares-1.26%2026-03-312026-05-05

SPTI SPDR SERIES TRUST569.6K shares7.68%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL33.7K shares-0.44%2026-03-312026-05-05

ALPHABET INC ALPHABET INC51.8K shares4.64%2026-03-312026-05-05

SGOV ISHARES TR136.4K shares-11.38%2026-03-312026-05-05

IEI ISHARES TR110.9K shares0.63%2026-03-312026-05-05

Sponsored

DELL DELL TECHNOLOGIES INC78.6K shares5.68%2026-03-312026-05-05

PG PROCTER & GAMBLE CO87.8K shares3.56%2026-03-312026-05-05

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC137.0K sharesnew addition2026-03-312026-05-05

CB CHUBB LTD SWITZ35.5K shares2.90%2026-03-312026-05-05

XOM EXXON MOBIL CORP64.6K shares-1.93%2026-03-312026-05-05

VZ VERIZON COMMUNICATIONS INC210.0K shares3.07%2026-03-312026-05-05

FANG DIAMONDBACK ENERGY INC52.8K shares2.28%2026-03-312026-05-05

VYM VANGUARD WHITEHALL FDS66.2K shares-1.79%2026-03-312026-05-05

Sponsored

SMH VANECK ETF TRUST25.3K shares-0.09%2026-03-312026-05-05

JQUA J P MORGAN EXCHANGE TRADED F156.6K shares8.87%2026-03-312026-05-05

VIG VANGUARD SPECIALIZED FUNDS44.2K shares0.78%2026-03-312026-05-05

SCHY SCHWAB STRATEGIC TR290.5K sharesnew addition2026-03-312026-05-05

KO COCA COLA CO120.5K shares1.93%2026-03-312026-05-05

NHI NATIONAL HEALTH INVS INC104.1K shares0.29%2026-03-312026-05-05

VGSH VANGUARD SCOTTSDALE FDS138.8K shares2.95%2026-03-312026-05-05

IGSB ISHARES TR151.4K shares-0.88%2026-03-312026-05-05

Sponsored

PFE PFIZER INC278.4K shares4.30%2026-03-312026-05-05

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD173.5K shares23.15%2026-03-312026-05-05

EMR EMERSON ELEC CO56.5K shares3.83%2026-03-312026-05-05

WMT WALMART INC55.2K shares-0.00%2026-03-312026-05-05

SOXX ISHARES TR20.8K shares-0.97%2026-03-312026-05-05

BAC BANK AMERICA CORP135.7K shares6.38%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION6.6K shares0.67%2026-03-312026-05-05

HD HOME DEPOT INC18.8K shares8.56%2026-03-312026-05-05

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS10.1K shares12.16%2026-03-312026-05-05

XLV SELECT SECTOR SPDR TR40.1K shares-26.03%2026-03-312026-05-05

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP17.1K shares2.13%2026-03-312026-05-05

IVV ISHARES TR7.7K shares7.72%2026-03-312026-05-05

ABBV ABBVIE INC23.1K shares-0.64%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F86.5K shares-1.37%2026-03-312026-05-05

PANW PALO ALTO NETWORKS INC28.7K shares29.74%2026-03-312026-05-05

ORI OLD REP INTL CORP114.7K shares1.10%2026-03-312026-05-05

Sponsored

EPD ENTERPRISE PRODS PARTNERS L118.2K shares-5.25%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T6.6K shares-5.84%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR7.3K shares3.46%2026-03-312026-05-05

NVS NOVARTIS AG27.2K shares-2.31%2026-03-312026-05-05

PEP PEPSICO INC26.7K shares-2.28%2026-03-312026-05-05

AMZN AMAZON COM INC19.7K shares3.52%2026-03-312026-05-05

SCHF SCHWAB STRATEGIC TR162.6K shares0.00%2026-03-312026-05-05

HROW HARROW INC110.6K shares4.96%2026-03-312026-05-05

Sponsored

NVDA NVIDIA CORPORATION22.2K shares11.24%2026-03-312026-05-05

QUAL ISHARES TR20.1K shares0.25%2026-03-312026-05-05

CAT CATERPILLAR INC5.4K shares8.24%2026-03-312026-05-05

MCD MCDONALDS CORP11.4K shares-1.70%2026-03-312026-05-05

META META PLATFORMS INC6.1K shares0.88%2026-03-312026-05-05

AFL AFLAC INC30.2K shares0.00%2026-03-312026-05-05

CRM SALESFORCE INC17.4K shares20.08%2026-03-312026-05-05

SO SOUTHERN CO33.2K shares0.80%2026-03-312026-05-05

Sponsored

UNH UNITEDHEALTH GROUP INC11.8K shares29.67%2026-03-312026-05-05

SCHV SCHWAB STRATEGIC TR104.0K shares-0.30%2026-03-312026-05-05

ACIW ACI WORLDWIDE INC75.4K shares43.00%2026-03-312026-05-05

PAYX PAYCHEX INC32.1K shares-3.21%2026-03-312026-05-05

WM WASTE MGMT INC DEL12.8K shares-0.72%2026-03-312026-05-05

CALM CAL MAINE FOODS INC35.9K shares29.44%2026-03-312026-05-05

PLTR PALANTIR TECHNOLOGIES INC18.4K shares1.36%2026-03-312026-05-05

DAL DELTA AIR LINES INC39.8K shares0.07%2026-03-312026-05-05

Sponsored

NUE NUCOR CORP15.2K shares3.35%2026-03-312026-05-05

AXP AMERICAN EXPRESS CO8.4K shares-1.67%2026-03-312026-05-05

IBMR ISHARES TR100.2K shares-0.96%2026-03-312026-05-05

CSCO CISCO SYS INC31.2K shares-1.20%2026-03-312026-05-05

COPX GLOBAL X FDS31.1K sharesnew addition2026-03-312026-05-05

DHR DANAHER CORP DEL12.4K shares2.13%2026-03-312026-05-05

IEMG ISHARES INC33.5K shares-1.49%2026-03-312026-05-05

RTX RTX CORPORATION12.1K shares0.97%2026-03-312026-05-05

Sponsored

XLU SELECT SECTOR SPDR TR47.6K shares0.56%2026-03-312026-05-05

AVY AVERY DENNISON CORP12.4K shares0.00%2026-03-312026-05-05

LMT LOCKHEED MARTIN CORP3.5K shares-1.58%2026-03-312026-05-05

MA MASTERCARD INCORPORATED4.2K shares27.15%2026-03-312026-05-05

IQLT ISHARES TR45.1K shares0.21%2026-03-312026-05-05

XYL XYLEM INC17.4K sharesnew addition2026-03-312026-05-05

BIP BROOKFIELD INFRASTRUCTURE PA56.8K shares-1.57%2026-03-312026-05-05

CSX CSX CORP48.4K shares-3.20%2026-03-312026-05-05

Sponsored

MDY STATE STR SPDR S&P MIDCAP 403.2K shares-16.20%2026-03-312026-05-05

SPYM SPDR SERIES TRUST23.5K shares6.17%2026-03-312026-05-05

V VISA INC5.9K shares5.23%2026-03-312026-05-05

IBMQ ISHARES TR68.6K shares-1.39%2026-03-312026-05-05

ABT ABBOTT LABORATORIES16.0K shares-0.19%2026-03-312026-05-05

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II22.2K shares-2.08%2026-03-312026-05-05

UPS UNITED PARCEL SVCS INC16.0K shares-0.70%2026-03-312026-05-05

DVY ISHARES TR9.8K shares0.00%2026-03-312026-05-05

Sponsored

FHN FIRST HORIZON CORPORATION64.3K shares570.29%2026-03-312026-05-05

ORCL ORACLE CORP9.8K shares-2.08%2026-03-312026-05-05

DIA STATE STR SPDR DOW JONES IND3.0K shares-0.50%2026-03-312026-05-05

MYCG SSGA ACTIVE TR54.9K shares0.00%2026-03-312026-05-05

TJX TJX COS INC NEW8.5K shares3.11%2026-03-312026-05-05

SPSB SPDR SERIES TRUST43.9K shares0.00%2026-03-312026-05-05

USB US BANCORP25.2K shares-2.04%2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR41.9K shares-12.83%2026-03-312026-05-05

Sponsored

SCHG SCHWAB STRATEGIC TR43.9K shares1.09%2026-03-312026-05-05

VCSH VANGUARD SCOTTSDALE FDS16.0K shares-6.61%2026-03-312026-05-05

HON HONEYWELL INTL INC5.5K shares1.92%2026-03-312026-05-05

XLE SELECT SECTOR SPDR TR19.0K shares-7.61%2026-03-312026-05-05

MYCF SSGA ACTIVE TR45.8K shares0.00%2026-03-312026-05-05

BSCR INVESCO EXCH TRD SLF IDX FD57.5K shares-1.73%2026-03-312026-05-05

VXF VANGUARD INDEX FDS5.3K shares-0.74%2026-03-312026-05-05

IWF ISHARES TR2.6K shares-9.67%2026-03-312026-05-05

Sponsored

SYK STRYKER CORPORATION3.3K shares-0.60%2026-03-312026-05-05

GIB CGI INC14.6K shares-15.38%2026-03-312026-05-05

NVO NOVO-NORDISK A S27.4K shares-21.75%2026-03-312026-05-05

FDX FEDEX CORP2.8K shares-2.03%2026-03-312026-05-05

BLACKROCK INC BLACKROCK INC1.0K shares-0.96%2026-03-312026-05-05

EFA ISHARES TR10.2K shares1.10%2026-03-312026-05-05

JMST J P MORGAN EXCHANGE TRADED F18.9K shares14.50%2026-03-312026-05-05

IBMP ISHARES TR37.7K shares-23.16%2026-03-312026-05-05

Sponsored

PFF ISHARES TR31.4K shares0.00%2026-03-312026-05-05

SCHA SCHWAB STRATEGIC TR32.6K shares-0.28%2026-03-312026-05-05

WDAY WORKDAY INC7.2K shares24.89%2026-03-312026-05-05

WY WEYERHAEUSER CO38.2K shares-7.35%2026-03-312026-05-05

GTLS CHART INDS INC4.5K shares-66.22%2026-03-312026-05-05

PM PHILIP MORRIS INTL INC5.6K shares-2.20%2026-03-312026-05-05

NEE NEXTERA ENERGY INC9.8K shares-2.98%2026-03-312026-05-05

ECL ECOLAB INC3.3K shares5.35%2026-03-312026-05-05

Sponsored

ADP AUTOMATIC DATA PROCESSING IN4.3K shares-2.57%2026-03-312026-05-05

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.4K shares-2.98%2026-03-312026-05-05

DIS DISNEY WALT CO8.8K shares-7.25%2026-03-312026-05-05

VGT VANGUARD WORLD FD1.2K shares-1.40%2026-03-312026-05-05

XLF SELECT SECTOR SPDR TR16.4K shares-2.08%2026-03-312026-05-05

IWM ISHARES TR3.3K shares-5.37%2026-03-312026-05-05

WFC WELLS FARGO & CO10.0K shares0.72%2026-03-312026-05-05

TSLA TESLA INC2.1K shares-0.28%2026-03-312026-05-05

Sponsored

QCOM QUALCOMM INC6.1K shares-3.87%2026-03-312026-05-05

IWD ISHARES TR3.6K shares-11.16%2026-03-312026-05-05

MO ALTRIA GROUP INC11.7K shares6.54%2026-03-312026-05-05

HDV ISHARES TR5.5K shares1.87%2026-03-312026-05-05

EFAV ISHARES TR8.0K shares0.00%2026-03-312026-05-05

PEG PUBLIC SVC ENTERPRISE GROUP9.0K shares-4.33%2026-03-312026-05-05

IVW ISHARES TR6.4K shares0.00%2026-03-312026-05-05

GS GOLDMAN SACHS GROUP INC828 shares4.28%2026-03-312026-05-05

Sponsored

ATEX ANTERIX INC18.3K shares5.72%2026-03-312026-05-05

LOW LOWES COS INC2.9K shares4.29%2026-03-312026-05-05

NKE NIKE INC12.8K shares-8.56%2026-03-312026-05-05

MDLZ MONDELEZ INTL INC11.6K shares-6.75%2026-03-312026-05-05

LYB LYONDELLBASELL INDUSTRIES NV8.2K shares0.00%2026-03-312026-05-05

PGR PROGRESSIVE CORP3.3K shares0.85%2026-03-312026-05-05

MS MORGAN STANLEY4.0K shares-5.61%2026-03-312026-05-05

BMY BRISTOL-MYERS SQUIBB CO10.7K shares0.00%2026-03-312026-05-05

Sponsored

SHEL SHELL PLC7.0K shares0.00%2026-03-312026-05-05

T AT&T INC22.1K shares2.54%2026-03-312026-05-05

EATON CORP PLC EATON CORP PLC1.8K shares5.46%2026-03-312026-05-05

PSX PHILLIPS 663.5K shares0.00%2026-03-312026-05-05

AMGN AMGEN INC1.8K shares-1.37%2026-03-312026-05-05

MYCH SSGA ACTIVE TR24.2K shares0.00%2026-03-312026-05-05

SMOT VANECK ETF TRUST17.1K shares-12.10%2026-03-312026-05-05

NOC NORTHROP GRUMMAN CORP865 shares0.00%2026-03-312026-05-05

Sponsored

VDC VANGUARD WORLD FD2.5K shares-0.98%2026-03-312026-05-05

BSCQ INVESCO EXCH TRD SLF IDX FD28.1K shares-1.75%2026-03-312026-05-05

AMAT APPLIED MATLS INC1.6K shares-11.12%2026-03-312026-05-05

VBR VANGUARD INDEX FDS2.5K shares-15.85%2026-03-312026-05-05

MGK VANGUARD WORLD FD1.5K shares0.00%2026-03-312026-05-05

WMB WILLIAMS COS INC7.3K shares11.03%2026-03-312026-05-05

CLW CLEARWATER PAPER CORP36.8K shares0.00%2026-03-312026-05-05

SHY ISHARES TR6.4K shares0.00%2026-03-312026-05-05

Sponsored

MET METLIFE INC7.3K shares-5.73%2026-03-312026-05-05

IJR ISHARES TR4.1K shares44.22%2026-03-312026-05-05

AMP AMERIPRISE FINL INC1.1K shares11.21%2026-03-312026-05-05

MCHP MICROCHIP TECHNOLOGY INC.7.8K shares0.35%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS2.0K shares0.00%2026-03-312026-05-05

ISPY PROSHARES TR11.3K shares0.00%2026-03-312026-05-05

ACWX ISHARES TR7.1K shares0.00%2026-03-312026-05-05

IHE ISHARES TR5.6K shares0.00%2026-03-312026-05-05

Sponsored

JPST J P MORGAN EXCHANGE TRADED F9.4K shares10.81%2026-03-312026-05-05

JEPQ J P MORGAN EXCHANGE TRADED F8.3K shares-23.34%2026-03-312026-05-05

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

ISHARES GOLD TR ISHARES GOLD TR5.2K shares0.00%2026-03-312026-05-05

UNP UNION PAC CORP1.9K shares0.00%2026-03-312026-05-05

SDY SPDR SERIES TRUST3.1K shares0.29%2026-03-312026-05-05

TXN TEXAS INSTRS INC2.3K shares49.65%2026-03-312026-05-05

MMM 3M CO3.1K shares5.63%2026-03-312026-05-05

Sponsored

YUM YUM BRANDS INC2.9K shares0.00%2026-03-312026-05-05

LHX L3HARRIS TECHNOLOGIES INC1.3K shares0.00%2026-03-312026-05-05

IWS ISHARES TR3.0K shares-5.59%2026-03-312026-05-05

BDX BECTON DICKINSON & CO2.8K shares-10.68%2026-03-312026-05-05

NFLX NETFLIX INC.4.5K shares0.15%2026-03-312026-05-05

HYBL SSGA ACTIVE TR15.6K shares0.00%2026-03-312026-05-05

ITW ILLINOIS TOOL WKS INC1.6K shares0.00%2026-03-312026-05-05

DGRO ISHARES TR5.9K sharesnew addition2026-03-312026-05-05

Sponsored

WELL WELLTOWER INC2.1K shares0.00%2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE1.4K shares8.63%2026-03-312026-05-05

TRV TRAVELERS COMPANIES INC1.4K shares-1.29%2026-03-312026-05-05

UNILEVER PLC UNILEVER PLC6.8K shares0.00%2026-03-312026-05-05

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

EOG EOG RES INC2.5K shares0.00%2026-03-312026-05-05

COF CAPITAL ONE FINL CORP2.0K shares-1.66%2026-03-312026-05-05

GLW CORNING INC2.6K shares-11.02%2026-03-312026-05-05

Sponsored

GWW WW GRAINGER INC325 shares1.88%2026-03-312026-05-05

MCO MOODYS CORP804 shares-0.74%2026-03-312026-05-05

IBMS ISHARES TR13.3K shares0.00%2026-03-312026-05-05

SYY SYSCO CORP4.8K shares0.00%2026-03-312026-05-05

ENB ENBRIDGE INC6.2K shares-3.05%2026-03-312026-05-05

DEO DIAGEO PLC4.4K shares-30.32%2026-03-312026-05-05

RF REGIONS FINANCIAL CORP NEW12.5K shares23.83%2026-03-312026-05-05

CHCT COMMUNITY HEALTHCARE TR INC20.1K shares0.00%2026-03-312026-05-05

Sponsored

SPSM SPDR SERIES TRUST6.5K shares0.00%2026-03-312026-05-05

VGIT VANGUARD SCOTTSDALE FDS5.3K shares0.00%2026-03-312026-05-05

UBER UBER TECHNOLOGIES INC4.3K sharesnew addition2026-03-312026-05-05

CL COLGATE PALMOLIVE CO3.6K shares-3.70%2026-03-312026-05-05

CARR CARRIER GLOBAL CORPORATION5.4K shares-6.64%2026-03-312026-05-05

RNST RENASANT CORP8.1K shares0.00%2026-03-312026-05-05

PHYS SPROTT ASSET MANAGEMENT LP8.1K shares4.76%2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC1.4K shares-7.95%2026-03-312026-05-05

Sponsored

CPRT COPART INC8.5K shares0.00%2026-03-312026-05-05

GPN GLOBAL PMTS INC4.2K shares1.44%2026-03-312026-05-05

F FORD MTR CO23.8K shares0.00%2026-03-312026-05-05

VLTO VERALTO CORP3.1K shares1.43%2026-03-312026-05-05

FITB FIFTH THIRD BANCORP5.8K shares-8.93%2026-03-312026-05-05

KMI KINDER MORGAN INC DEL7.7K shares0.35%2026-03-312026-05-05

FNDX SCHWAB STRATEGIC TR9.3K shares0.00%2026-03-312026-05-05

VRT VERTIV HOLDINGS CO1.0K sharesnew addition2026-03-312026-05-05

Sponsored

LUV SOUTHWEST AIRLS CO6.8K shares-30.14%2026-03-312026-05-05

ALL ALLSTATE CORP1.2K shares0.00%2026-03-312026-05-05

ADUS ADDUS HOMECARE CORP2.6K shares18.18%2026-03-312026-05-05

MTB M & T BK CORP1.2K shares0.00%2026-03-312026-05-05

XLRE SELECT SECTOR SPDR TR5.9K shares0.00%2026-03-312026-05-05

AGX ARGAN INC441 sharesnew addition2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.9K shares0.00%2026-03-312026-05-05

XSOE WISDOMTREE TR5.7K shares0.00%2026-03-312026-05-05

Sponsored

ATO ATMOS ENERGY CORP1.2K shares0.00%2026-03-312026-05-05

HSY HERSHEY CO1.1K shares-15.49%2026-03-312026-05-05

KR KROGER CO3.1K sharesnew addition2026-03-312026-05-05

TSM TAIWAN SEMICONDUCTOR MANUFAC649 shares-2.26%2026-03-312026-05-05

APD AIR PRODUCTS AND CHEMICALS I751 sharesnew addition2026-03-312026-05-05

JCI JOHNSON CONTROLS INTERNATION1.7K sharesnew addition2026-03-312026-05-05

TT TRANE TECHNOLOGIES PLC519 shares0.78%2026-03-312026-05-05

SPYD SPDR SERIES TRUST4.6K sharesnew addition2026-03-312026-05-05

Sponsored

VPU VANGUARD WORLD FD1.0K shares-10.90%2026-03-312026-05-05

EGP EASTGROUP PPTYS INC1.1K sharesnew addition2026-03-312026-05-05

AGG ISHARES TR2.0K shares0.00%2026-03-312026-05-05

BTI BRITISH AMERN TOB PLC3.4K sharesnew addition2026-03-312026-05-05

MGNI MAGNITE INC14.3K shares0.00%2026-03-312026-05-05

BBH TR BBH TR11.0K shares0.00%2026-03-312026-05-05

ESBA EMPIRE ST RLTY OP L P21.7K shares0.00%2026-03-312026-05-05

VUG

VANGUARD INDEX FDS

2.17%

Shares415.0K

Event2026-03-31

Filed2026-05-05

VTV

VANGUARD INDEX FDS

-1.34%

Shares738.4K

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX-MANAGED FDS

3.37%

Shares1.5M

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

0.69%

Shares171.2K

Event2026-03-31

Filed2026-05-05

IBDT

ISHARES TR

-0.13%

Shares1.6M

Event2026-03-31

Filed2026-05-05

IBDU

ISHARES TR

0.36%

Shares1.8M

Event2026-03-31

Filed2026-05-05

BROADCOM INC

0.43%

Shares109.1K

Event2026-03-31

Filed2026-05-05

IBDS

ISHARES TR

-0.19%

Shares1.4M

Event2026-03-31

Filed2026-05-05

SPTS

SPDR SERIES TRUST

9.02%

Shares1.1M

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

1.25%

Shares94.6K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

3.34%

Shares78.3K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

2.77%

Shares97.2K

Event2026-03-31

Filed2026-05-05

SNEX

STONEX GROUP INC

46.49%

Shares342.5K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

0.89%

Shares98.1K

Event2026-03-31

Filed2026-05-05

HCA

HCA HEALTHCARE INC

-1.28%

Shares52.5K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

1.76%

Shares82.7K

Event2026-03-31

Filed2026-05-05

CVX

CHEVRON CORPORATION

1.50%

Shares114.4K

Event2026-03-31

Filed2026-05-05

IBDV

ISHARES TR

11.58%

Shares1.1M

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

2.27%

Shares91.9K

Event2026-03-31

Filed2026-05-05

MERCK & CO INC

1.13%

Shares172.4K

Event2026-03-31

Filed2026-05-05

DUKE ENERGY CORP NEW

1.76%

Shares158.2K

Event2026-03-31

Filed2026-05-05

SPEM

SPDR INDEX SHS FDS

2.80%

Shares440.8K

Event2026-03-31

Filed2026-05-05

LLY

ELI LILLY & CO

5.42%

Shares21.9K

Event2026-03-31

Filed2026-05-05

IBDW

ISHARES TR

15.03%

Shares936.3K

Event2026-03-31

Filed2026-05-05

TOTL

SSGA ACTIVE ETF TR

23.56%

Shares467.1K

Event2026-03-31

Filed2026-05-05

VEU

VANGUARD INTL EQUITY INDEX F

0.67%

Shares234.9K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-1.26%

Shares61.2K

Event2026-03-31

Filed2026-05-05

SPTI

SPDR SERIES TRUST

7.68%

Shares569.6K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

-0.44%

Shares33.7K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

4.64%

Shares51.8K

Event2026-03-31

Filed2026-05-05

SGOV

ISHARES TR

-11.38%

Shares136.4K

Event2026-03-31

Filed2026-05-05

IEI

ISHARES TR

0.63%

Shares110.9K

Event2026-03-31

Filed2026-05-05

DELL

DELL TECHNOLOGIES INC

5.68%

Shares78.6K

Event2026-03-31

Filed2026-05-05

PROCTER & GAMBLE CO

3.56%

Shares87.8K

Event2026-03-31

Filed2026-05-05

PINNACLE FINL PARTNERS INC

New

Shares137.0K

Event2026-03-31

Filed2026-05-05

CHUBB LTD SWITZ

2.90%

Shares35.5K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

-1.93%

Shares64.6K

Event2026-03-31

Filed2026-05-05

VERIZON COMMUNICATIONS INC

3.07%

Shares210.0K

Event2026-03-31

Filed2026-05-05

FANG

DIAMONDBACK ENERGY INC

2.28%

Shares52.8K

Event2026-03-31

Filed2026-05-05

VYM

VANGUARD WHITEHALL FDS

-1.79%

Shares66.2K

Event2026-03-31

Filed2026-05-05

SMH

VANECK ETF TRUST

-0.09%

Shares25.3K

Event2026-03-31

Filed2026-05-05

JQUA

J P MORGAN EXCHANGE TRADED F

8.87%

Shares156.6K

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD SPECIALIZED FUNDS

0.78%

Shares44.2K

Event2026-03-31

Filed2026-05-05

SCHY

SCHWAB STRATEGIC TR

New

Shares290.5K

Event2026-03-31

Filed2026-05-05

COCA COLA CO

1.93%

Shares120.5K

Event2026-03-31

Filed2026-05-05

NHI

NATIONAL HEALTH INVS INC

0.29%

Shares104.1K

Event2026-03-31

Filed2026-05-05

VGSH

VANGUARD SCOTTSDALE FDS

2.95%

Shares138.8K

Event2026-03-31

Filed2026-05-05

IGSB

ISHARES TR

-0.88%

Shares151.4K

Event2026-03-31

Filed2026-05-05

PFE

PFIZER INC

4.30%

Shares278.4K

Event2026-03-31

Filed2026-05-05

BROOKFIELD ASSET MANAGMT LTD

23.15%

Shares173.5K

Event2026-03-31

Filed2026-05-05

EMR

EMERSON ELEC CO

3.83%

Shares56.5K

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

-0.00%

Shares55.2K

Event2026-03-31

Filed2026-05-05

SOXX

ISHARES TR

-0.97%

Shares20.8K

Event2026-03-31

Filed2026-05-05

BAC

BANK AMERICA CORP

6.38%

Shares135.7K

Event2026-03-31

Filed2026-05-05

COST

COSTCO WHOLESALE CORPORATION

0.67%

Shares6.6K

Event2026-03-31

Filed2026-05-05

HOME DEPOT INC

8.56%

Shares18.8K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

12.16%

Shares10.1K

Event2026-03-31

Filed2026-05-05

XLV

SELECT SECTOR SPDR TR

-26.03%

Shares40.1K

Event2026-03-31

Filed2026-05-05

GENERAL DYNAMICS CORP

2.13%

Shares17.1K

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

7.72%

Shares7.7K

Event2026-03-31

Filed2026-05-05

ABBV

ABBVIE INC

-0.64%

Shares23.1K

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

-1.37%

Shares86.5K

Event2026-03-31

Filed2026-05-05

PANW

PALO ALTO NETWORKS INC

29.74%

Shares28.7K

Event2026-03-31

Filed2026-05-05

ORI

OLD REP INTL CORP

1.10%

Shares114.7K

Event2026-03-31

Filed2026-05-05

EPD

ENTERPRISE PRODS PARTNERS L

-5.25%

Shares118.2K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

-5.84%

Shares6.6K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

3.46%

Shares7.3K

Event2026-03-31

Filed2026-05-05

NVS

NOVARTIS AG

-2.31%

Shares27.2K

Event2026-03-31

Filed2026-05-05

PEP

PEPSICO INC

-2.28%

Shares26.7K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

3.52%

Shares19.7K

Event2026-03-31

Filed2026-05-05

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares162.6K

Event2026-03-31

Filed2026-05-05

HROW

HARROW INC

4.96%

Shares110.6K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

11.24%

Shares22.2K

Event2026-03-31

Filed2026-05-05

QUAL

ISHARES TR

0.25%

Shares20.1K

Event2026-03-31

Filed2026-05-05

CAT

CATERPILLAR INC

8.24%

Shares5.4K

Event2026-03-31

Filed2026-05-05

MCD

MCDONALDS CORP

-1.70%

Shares11.4K

Event2026-03-31

Filed2026-05-05