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The Analysis of YHB Investment Advisors, Inc.'s Holdings & P&L

Currently, YHB Investment Advisors, Inc. holds 298 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in SMLF (+54.8K shares, valued at $4.1M), INTF (+90.5K shares, valued at $3.5M), NOW (+26.2K shares, valued at $2.7M); decreased their positions in CRM (-17.3K shares, valued at $3.2M), IQLT (-63.4K shares, valued at $2.9M), ECL (-7.5K shares, valued at $2.0M); initiated new positions in INTF (+90.5K shares, valued at $3.5M), QQQM (+11.1K shares, valued at $2.6M), EMGF (+30.7K shares, valued at $1.9M).

1M P&L

+26.3M+2.07%

3M P&L

+29.6M+2.34%

HY P&L

+63.8M+5.18%

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/A366.7M

30.5%

2Consumer Electronics82.6M

6.9%

3Software - Infrastructure79.2M

6.6%

Top Industries by Stock Count

1N/A100 stocks

36.1%

2Software - Application9 stocks

3.2%

3Drug Manufacturers - General8 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC325.5K shares-1.80%2026-03-312026-04-13

MSFT MICROSOFT CORP148.4K shares0.07%2026-03-312026-04-13

AMZN AMAZON COM INC216.2K shares-0.20%2026-03-312026-04-13

ALPHABET INC ALPHABET INC151.7K shares-2.32%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION41.6K shares-1.48%2026-03-312026-04-13

ALPHABET INC ALPHABET INC135.7K shares-0.84%2026-03-312026-04-13

IJH ISHARES TR569.5K shares-0.53%2026-03-312026-04-13

NVDA NVIDIA CORPORATION211.7K shares-3.19%2026-03-312026-04-13

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL73.8K shares0.09%2026-03-312026-04-13

V VISA INC80.6K shares-1.39%2026-03-312026-04-13

TMO THERMO FISHER SCIENTIFIC INC47.8K shares0.08%2026-03-312026-04-13

JPST J P MORGAN EXCHANGE TRADED F444.1K shares2.32%2026-03-312026-04-13

LAM RESEARCH CORP LAM RESEARCH CORP102.3K shares-6.88%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T29.5K shares-0.95%2026-03-312026-04-13

ECL ECOLAB INC68.7K shares-9.82%2026-03-312026-04-13

APH AMPHENOL CORP140.6K shares0.48%2026-03-312026-04-13

Sponsored

IJR ISHARES TR136.7K shares-6.63%2026-03-312026-04-13

DHR DANAHER CORP DEL88.4K shares0.56%2026-03-312026-04-13

AMGN AMGEN INC45.8K shares0.47%2026-03-312026-04-13

SYK STRYKER CORPORATION47.9K shares0.22%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO52.4K shares2.25%2026-03-312026-04-13

TSM TAIWAN SEMICONDUCTOR MANUFAC45.3K shares1.39%2026-03-312026-04-13

IVV ISHARES TR22.9K shares-4.66%2026-03-312026-04-13

IWB ISHARES TR40.6K shares-3.68%2026-03-312026-04-13

Sponsored

SMLF ISHARES TR189.8K shares40.61%2026-03-312026-04-13

URI UNITED RENTALS INC19.6K shares-0.77%2026-03-312026-04-13

IEFA ISHARES TR154.1K shares6.64%2026-03-312026-04-13

HD HOME DEPOT INC41.3K shares3.29%2026-03-312026-04-13

SCHG SCHWAB STRATEGIC TR459.8K shares-9.48%2026-03-312026-04-13

TJX TJX COS INC NEW81.5K shares-0.63%2026-03-312026-04-13

WMT WALMART INC99.1K shares0.86%2026-03-312026-04-13

IVW ISHARES TR108.4K shares0.09%2026-03-312026-04-13

Sponsored

ISRG INTUITIVE SURGICAL INC22.4K shares0.78%2026-03-312026-04-13

WWD WOODWARD INC27.8K shares-6.38%2026-03-312026-04-13

NEE NEXTERA ENERGY INC105.0K shares2.14%2026-03-312026-04-13

EAGL 2023 ETF SERIES TRUST318.5K shares0.00%2026-03-312026-04-13

SCHD SCHWAB STRATEGIC TR312.2K shares-2.08%2026-03-312026-04-13

ORCL ORACLE CORP64.3K shares-1.95%2026-03-312026-04-13

RTX RTX CORPORATION48.9K shares3.73%2026-03-312026-04-13

INTU INTUIT21.6K shares4.45%2026-03-312026-04-13

Sponsored

EQWL INVESCO EXCHANGE TRADED FD T78.5K shares34.60%2026-03-312026-04-13

GS GOLDMAN SACHS GROUP INC10.4K shares0.03%2026-03-312026-04-13

CMI CUMMINS INC16.0K shares-2.59%2026-03-312026-04-13

UNP UNION PAC CORP35.3K shares-1.15%2026-03-312026-04-13

IEMG ISHARES INC120.0K shares4.90%2026-03-312026-04-13

MCD MCDONALDS CORP26.4K shares-2.08%2026-03-312026-04-13

SPDW SPDR INDEX SHS FDS178.7K shares0.14%2026-03-312026-04-13

META META PLATFORMS INC14.2K shares3.58%2026-03-312026-04-13

Sponsored

ABBV ABBVIE INC37.0K shares0.98%2026-03-312026-04-13

MINT PIMCO ETF TR78.6K shares2.13%2026-03-312026-04-13

LLY ELI LILLY & CO8.5K shares6.08%2026-03-312026-04-13

EATON CORP PLC EATON CORP PLC21.8K shares6.30%2026-03-312026-04-13

NFLX NETFLIX INC.80.6K shares8.51%2026-03-312026-04-13

PANW PALO ALTO NETWORKS INC47.6K shares2.11%2026-03-312026-04-13

IVE ISHARES TR35.9K shares0.37%2026-03-312026-04-13

AON PLC AON PLC23.0K shares-6.06%2026-03-312026-04-13

Sponsored

CSL CARLISLE COS INC21.4K shares4.32%2026-03-312026-04-13

GLD SPDR GOLD TR16.5K shares-0.78%2026-03-312026-04-13

PEP PEPSICO INC43.4K shares-2.12%2026-03-312026-04-13

TMUS T-MOBILE US INC30.9K shares-2.58%2026-03-312026-04-13

IWM ISHARES TR26.1K shares-2.18%2026-03-312026-04-13

CVX CHEVRON CORPORATION31.1K shares4.27%2026-03-312026-04-13

JMST J P MORGAN EXCHANGE TRADED F124.4K shares7.25%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS10.6K shares-10.24%2026-03-312026-04-13

Sponsored

GE AEROSPACE GE AEROSPACE21.1K shares-1.40%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON24.3K shares-0.39%2026-03-312026-04-13

SHEL SHELL PLC62.9K shares-1.48%2026-03-312026-04-13

NOW SERVICENOW INC55.1K shares90.50%2026-03-312026-04-13

FTNT FORTINET INC68.7K shares-7.66%2026-03-312026-04-13

GWW WW GRAINGER INC5.1K shares2.58%2026-03-312026-04-13

BROADCOM INC BROADCOM INC18.0K shares3.24%2026-03-312026-04-13

SCHX SCHWAB STRATEGIC TR215.5K shares9.13%2026-03-312026-04-13

Sponsored

XOM EXXON MOBIL CORP31.7K shares2.17%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR9.3K shares0.11%2026-03-312026-04-13

YUM YUM BRANDS INC33.5K shares-2.76%2026-03-312026-04-13

MAR MARRIOTT INTL INC NEW15.7K shares0.00%2026-03-312026-04-13

AFL AFLAC INC45.0K shares-2.07%2026-03-312026-04-13

UNH UNITEDHEALTH GROUP INC17.4K shares-4.56%2026-03-312026-04-13

GEV GE VERNOVA INC5.4K shares-5.50%2026-03-312026-04-13

PG PROCTER & GAMBLE CO32.3K shares-3.02%2026-03-312026-04-13

Sponsored

LHX L3HARRIS TECHNOLOGIES INC13.1K shares4.20%2026-03-312026-04-13

SPYG SPDR SERIES TRUST45.5K shares-9.54%2026-03-312026-04-13

LINDE PLC LINDE PLC8.8K shares-1.04%2026-03-312026-04-13

SPEM SPDR INDEX SHS FDS86.2K shares1.40%2026-03-312026-04-13

SPYM SPDR SERIES TRUST52.6K shares17.22%2026-03-312026-04-13

NBSD NEUBERGER BERMAN ETF TRUST79.2K shares65.50%2026-03-312026-04-13

IGIB ISHARES TR72.5K shares164.48%2026-03-312026-04-13

PLD PROLOGIS INC.28.5K shares1.19%2026-03-312026-04-13

Sponsored

CHD CHURCH & DWIGHT CO INC40.1K shares-4.93%2026-03-312026-04-13

MS MORGAN STANLEY22.3K shares0.27%2026-03-312026-04-13

WELL WELLTOWER INC18.2K shares6.84%2026-03-312026-04-13

INTF ISHARES TR90.5K sharesnew addition2026-03-312026-04-13

VTI VANGUARD INDEX FDS10.7K shares-1.44%2026-03-312026-04-13

CITIGROUP INC CITIGROUP INC29.4K shares-0.10%2026-03-312026-04-13

IGSB ISHARES TR61.6K shares3.57%2026-03-312026-04-13

CASY CASEYS GEN STORES INC4.3K shares14.82%2026-03-312026-04-13

Sponsored

BLACKROCK INC BLACKROCK INC3.2K shares0.69%2026-03-312026-04-13

COF CAPITAL ONE FINL CORP16.5K shares-0.05%2026-03-312026-04-13

MOAT VANECK ETF TRUST30.2K shares-6.79%2026-03-312026-04-13

SMMU PIMCO ETF TR57.7K shares19.37%2026-03-312026-04-13

ORLY OREILLY AUTOMOTIVE INC31.5K shares12.03%2026-03-312026-04-13

HLT HILTON WORLDWIDE HLDGS INC9.2K shares-12.28%2026-03-312026-04-13

AZO AUTOZONE INC824 shares-2.60%2026-03-312026-04-13

WM WASTE MGMT INC DEL11.9K shares3.98%2026-03-312026-04-13

Sponsored

VV VANGUARD INDEX FDS9.0K shares-0.30%2026-03-312026-04-13

DIS DISNEY WALT CO27.7K shares-1.79%2026-03-312026-04-13

SCHB SCHWAB STRATEGIC TR105.4K shares-0.11%2026-03-312026-04-13

IQLT ISHARES TR57.2K shares-52.55%2026-03-312026-04-13

QQQM INVESCO EXCH TRADED FD TR II11.1K sharesnew addition2026-03-312026-04-13

FAST FASTENAL CO56.3K shares-0.74%2026-03-312026-04-13

PSX PHILLIPS 6614.3K shares1.07%2026-03-312026-04-13

CARR CARRIER GLOBAL CORPORATION44.5K shares-0.97%2026-03-312026-04-13

Sponsored

EBAY EBAY INC.27.4K shares-0.24%2026-03-312026-04-13

ZTS ZOETIS INC20.4K shares-3.76%2026-03-312026-04-13

MA MASTERCARD INCORPORATED4.7K shares14.93%2026-03-312026-04-13

AER AERCAP HOLDINGS NV17.0K shares-9.57%2026-03-312026-04-13

HELO J P MORGAN EXCHANGE TRADED F34.0K shares20.83%2026-03-312026-04-13

CME CME GROUP INC7.3K shares-3.37%2026-03-312026-04-13

COP CONOCOPHILLIPS16.2K shares-4.79%2026-03-312026-04-13

CMCSA COMCAST CORP NEW72.9K shares-8.50%2026-03-312026-04-13

Sponsored

QUAL ISHARES TR10.8K shares0.00%2026-03-312026-04-13

WFC WELLS FARGO & CO25.7K shares0.00%2026-03-312026-04-13

LOW LOWES COS INC8.6K shares-0.43%2026-03-312026-04-13

GSLC GOLDMAN SACHS ETF TR15.9K shares-1.49%2026-03-312026-04-13

EEMV ISHARES INC29.9K shares-32.79%2026-03-312026-04-13

PBE INVESCO EXCHANGE TRADED FD T24.4K shares0.02%2026-03-312026-04-13

MDLZ MONDELEZ INTL INC33.0K shares-8.97%2026-03-312026-04-13

CMG CHIPOTLE MEXICAN GRILL INC58.6K shares-8.97%2026-03-312026-04-13

Sponsored

EMGF ISHARES INC30.7K sharesnew addition2026-03-312026-04-13

AXP AMERICAN EXPRESS CO5.9K shares0.19%2026-03-312026-04-13

CSCO CISCO SYS INC22.7K shares-0.45%2026-03-312026-04-13

GLDM WORLD GOLD TR18.6K shares11.06%2026-03-312026-04-13

JAAA JANUS DETROIT STR TR33.4K shares316.16%2026-03-312026-04-13

FTV FORTIVE CORP30.1K shares-3.37%2026-03-312026-04-13

PAYX PAYCHEX INC17.8K shares-9.93%2026-03-312026-04-13

OTIS OTIS WORLDWIDE CORP21.2K shares-1.18%2026-03-312026-04-13

Sponsored

MDYG SPDR SERIES TRUST16.3K shares54.23%2026-03-312026-04-13

MUNI PIMCO ETF TR29.8K shares19.31%2026-03-312026-04-13

ELV ELEVANCE HEALTH INC FORMERLY5.3K shares-0.94%2026-03-312026-04-13

PLTR PALANTIR TECHNOLOGIES INC10.5K shares4.74%2026-03-312026-04-13

IUSG ISHARES TR9.6K shares-1.82%2026-03-312026-04-13

XLE SELECT SECTOR SPDR TR23.4K shares8.22%2026-03-312026-04-13

IJK ISHARES TR13.7K shares0.92%2026-03-312026-04-13

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC12.4K shares2.64%2026-03-312026-04-13

Sponsored

PFE PFIZER INC48.2K shares-0.47%2026-03-312026-04-13

XLK SELECT SECTOR SPDR TR10.1K shares-13.68%2026-03-312026-04-13

VLTO VERALTO CORP15.0K shares-4.12%2026-03-312026-04-13

ALC ALCON AG17.4K shares-4.54%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS5.2K shares4.45%2026-03-312026-04-13

AMAT APPLIED MATLS INC3.7K shares-23.95%2026-03-312026-04-13

ITW ILLINOIS TOOL WKS INC4.7K shares-8.28%2026-03-312026-04-13

VCSH VANGUARD SCOTTSDALE FDS15.4K shares0.75%2026-03-312026-04-13

Sponsored

GSY INVESCO ACTIVELY MANAGED EXC24.3K shares29.49%2026-03-312026-04-13

KO COCA COLA CO15.7K shares3.97%2026-03-312026-04-13

TDG TRANSDIGM GROUP INC1.0K shares12.80%2026-03-312026-04-13

PWR QUANTA SVCS INC2.1K shares2.83%2026-03-312026-04-13

MELI MERCADOLIBRE INC636 shares87.06%2026-03-312026-04-13

SPSB SPDR SERIES TRUST36.3K shares-1.50%2026-03-312026-04-13

ICSH ISHARES TR21.4K shares0.11%2026-03-312026-04-13

FLRN SPDR SERIES TRUST34.6K shares-1.28%2026-03-312026-04-13

Sponsored

BIL SPDR SERIES TRUST11.5K shares4.86%2026-03-312026-04-13

SAP SAP SE6.2K shares90.93%2026-03-312026-04-13

SGOV ISHARES TR10.5K shares4.90%2026-03-312026-04-13

SLYG SPDR SERIES TRUST10.8K shares0.89%2026-03-312026-04-13

SHW SHERWIN WILLIAMS CO3.3K shares4.62%2026-03-312026-04-13

ACWI ISHARES TR7.5K shares-17.50%2026-03-312026-04-13

HON HONEYWELL INTL INC4.6K shares-11.27%2026-03-312026-04-13

JGRO J P MORGAN EXCHANGE TRADED F12.1K shares8.22%2026-03-312026-04-13

Sponsored

THE CIGNA GROUP THE CIGNA GROUP3.8K shares-1.01%2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC8.4K shares1.20%2026-03-312026-04-13

LECO LINCOLN ELEC HLDGS INC4.1K shares0.00%2026-03-312026-04-13

MKC MCCORMICK & CO INC19.7K shares-31.39%2026-03-312026-04-13

EEM ISHARES TR17.2K shares0.29%2026-03-312026-04-13

NKE NIKE INC17.9K shares-13.56%2026-03-312026-04-13

CAT CATERPILLAR INC1.3K shares-21.83%2026-03-312026-04-13

CL COLGATE PALMOLIVE CO10.6K shares-7.21%2026-03-312026-04-13

Sponsored

IWF ISHARES TR2.1K shares-0.76%2026-03-312026-04-13

VOYA VOYA FINANCIAL INC12.6K shares0.00%2026-03-312026-04-13

WDAY WORKDAY INC6.4K shares11.97%2026-03-312026-04-13

ADP AUTOMATIC DATA PROCESSING IN4.0K shares-1.87%2026-03-312026-04-13

GILD GILEAD SCIENCES INC5.8K shares-1.69%2026-03-312026-04-13

EUSA ISHARES INC7.7K shares0.00%2026-03-312026-04-13

TSLA TESLA INC2.1K shares3.69%2026-03-312026-04-13

SCHM SCHWAB STRATEGIC TR24.9K shares-7.54%2026-03-312026-04-13

Sponsored

VUG VANGUARD INDEX FDS1.7K shares-1.54%2026-03-312026-04-13

LEN LENNAR CORP8.0K shares0.00%2026-03-312026-04-13

LYB LYONDELLBASELL INDUSTRIES NV8.5K shares0.00%2026-03-312026-04-13

BAC BANK AMERICA CORP14.0K shares-29.09%2026-03-312026-04-13

AA ALCOA CORP10.3K shares-11.29%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.5K shares3.59%2026-03-312026-04-13

BMY BRISTOL-MYERS SQUIBB CO11.1K shares-0.45%2026-03-312026-04-13

BDX BECTON DICKINSON & CO4.2K shares-11.65%2026-03-312026-04-13

Sponsored

MMM 3M CO4.5K shares2.53%2026-03-312026-04-13

PIO INVESCO EXCH TRADED FD TR II14.7K shares0.00%2026-03-312026-04-13

SUB ISHARES TR6.0K shares0.76%2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS2.9K shares-3.64%2026-03-312026-04-13

SCHA SCHWAB STRATEGIC TR21.0K shares-4.41%2026-03-312026-04-13

VEU VANGUARD INTL EQUITY INDEX F8.1K shares-0.16%2026-03-312026-04-13

TXN TEXAS INSTRS INC3.0K shares-2.95%2026-03-312026-04-13

ASML ASML HLDG NV444 shares-46.89%2026-03-312026-04-13

Sponsored

VNQ VANGUARD INDEX FDS6.6K shares-0.45%2026-03-312026-04-13

YUMC YUM CHINA HLDGS INC11.4K shares21.73%2026-03-312026-04-13

SPYV SPDR SERIES TRUST9.8K shares-0.72%2026-03-312026-04-13

NMZ NUVEEN MUN HIGH INCOME OPPOR53.1K sharesnew addition2026-03-312026-04-13

AJG GALLAGHER ARTHUR J & CO2.5K sharesnew addition2026-03-312026-04-13

SCHF SCHWAB STRATEGIC TR22.0K shares18.83%2026-03-312026-04-13

NVS NOVARTIS AG3.6K shares-8.50%2026-03-312026-04-13

CRM SALESFORCE INC2.9K shares-85.64%2026-03-312026-04-13

Sponsored

SPGI S&P GLOBAL INC1.3K sharesnew addition2026-03-312026-04-13

CEF SPROTT ASSET MANAGEMENT LP11.1K shares0.00%2026-03-312026-04-13

MU MICRON TECHNOLOGY INC1.6K shares-23.67%2026-03-312026-04-13

EFA ISHARES TR5.3K shares-4.51%2026-03-312026-04-13

IWD ISHARES TR2.4K shares-7.40%2026-03-312026-04-13

ABT ABBOTT LABORATORIES4.9K shares-1.36%2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP831 shares26.87%2026-03-312026-04-13

BLACKSTONE INC BLACKSTONE INC4.3K shares-36.28%2026-03-312026-04-13

Sponsored

CTSH COGNIZANT TECHNOLOGY SOLUTIO7.9K shares-2.99%2026-03-312026-04-13

SDY SPDR SERIES TRUST3.3K shares-1.97%2026-03-312026-04-13

DE DEERE & CO846 shares0.00%2026-03-312026-04-13

EQIX EQUINIX INC481 shares-5.87%2026-03-312026-04-13

GEHC GE HEALTHCARE TECHNOLOGIES I6.6K shares-0.47%2026-03-312026-04-13

REGN REGENERON PHARMACEUTICALS568 shares0.00%2026-03-312026-04-13

XLF SELECT SECTOR SPDR TR8.8K shares-1.99%2026-03-312026-04-13

EL LAUDER ESTEE COS INC5.9K shares-4.96%2026-03-312026-04-13

Sponsored

VXUS VANGUARD STAR FDS5.5K shares0.35%2026-03-312026-04-13

MORN MORNINGSTAR INC2.5K shares-74.13%2026-03-312026-04-13

BKNG BOOKING HOLDINGS INC97 shares1.04%2026-03-312026-04-13

JCI JOHNSON CONTROLS INTERNATION3.0K shares22.88%2026-03-312026-04-13

LBRDK LIBERTY BROADBAND CORP7.7K shares0.00%2026-03-312026-04-13

CHTR CHARTER COMMUNICATIONS INC1.8K shares0.00%2026-03-312026-04-13

VRTX VERTEX PHARMACEUTICALS INC841 shares0.00%2026-03-312026-04-13

HUBBELL INC HUBBELL INC760 shares0.00%2026-03-312026-04-13

Sponsored

CVS CVS HEALTH CORP5.0K shares-3.19%2026-03-312026-04-13

XLI SELECT SECTOR SPDR TR2.2K shares-9.51%2026-03-312026-04-13

EOG EOG RES INC2.5K shares-19.94%2026-03-312026-04-13

IDXX IDEXX LABS INC635 shares33.68%2026-03-312026-04-13

WRB BERKLEY W R CORP5.3K shares-35.29%2026-03-312026-04-13

PM PHILIP MORRIS INTL INC2.1K shares4.95%2026-03-312026-04-13

HUM HUMANA INC2.0K shares-11.88%2026-03-312026-04-13

NSC NORFOLK SOUTHN CORP1.2K shares0.00%2026-03-312026-04-13

Sponsored

EMR EMERSON ELEC CO2.7K shares0.00%2026-03-312026-04-13

USRT ISHARES TR5.9K shares-36.08%2026-03-312026-04-13

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

IJT ISHARES TR2.3K shares0.00%2026-03-312026-04-13

XLU SELECT SECTOR SPDR TR7.4K shares3.23%2026-03-312026-04-13

MCK MCKESSON CORP389 shares-7.16%2026-03-312026-04-13

ING ING GROEP N.V.12.9K shares0.00%2026-03-312026-04-13

ETR ENTERGY CORP NEW3.0K shares0.00%2026-03-312026-04-13

Sponsored

SPSM SPDR SERIES TRUST6.8K shares37.96%2026-03-312026-04-13

SHOP SHOPIFY INC2.7K shares0.15%2026-03-312026-04-13

IYF ISHARES TR2.8K shares44.95%2026-03-312026-04-13

SO SOUTHERN CO3.3K shares-5.57%2026-03-312026-04-13

EPD ENTERPRISE PRODS PARTNERS L8.4K shares0.00%2026-03-312026-04-13

TT TRANE TECHNOLOGIES PLC760 shares0.00%2026-03-312026-04-13

CSX CSX CORP7.7K shares-9.20%2026-03-312026-04-13

HIG HARTFORD INSURANCE GROUP INC2.3K shares-2.92%2026-03-312026-04-13

Sponsored

XLP SELECT SECTOR SPDR TR3.8K shares-0.36%2026-03-312026-04-13

XLC SELECT SECTOR SPDR TR2.8K shares23.97%2026-03-312026-04-13

HCA HCA HEALTHCARE INC662 shares0.00%2026-03-312026-04-13

SBUX STARBUCKS CORP3.5K shares-16.23%2026-03-312026-04-13

VWO VANGUARD INTL EQUITY INDEX F5.5K shares-1.04%2026-03-312026-04-13

FSS FEDERAL SIGNAL CORP2.7K shares0.00%2026-03-312026-04-13

FBCG FIDELITY COVINGTON TRUST5.8K sharesnew addition2026-03-312026-04-13

RSPN INVESCO EXCHANGE TRADED FD T5.0K shares0.00%2026-03-312026-04-13

Sponsored

PNC PNC FINL SVCS GROUP INC1.4K sharesnew addition2026-03-312026-04-13

PGR PROGRESSIVE CORP1.4K shares-4.24%2026-03-312026-04-13

DHI D R HORTON INC2.0K shares1.99%2026-03-312026-04-13

VGT VANGUARD WORLD FD400 shares0.00%2026-03-312026-04-13

ADBE ADOBE INC1.1K shares0.00%2026-03-312026-04-13

BAH BOOZ ALLEN HAMILTON HLDG COR3.4K shares-17.06%2026-03-312026-04-13

IWP ISHARES TR2.1K shares0.00%2026-03-312026-04-13

QCOM QUALCOMM INC2.0K shares-0.10%2026-03-312026-04-13

Sponsored

LBRDA LIBERTY BROADBAND CORP5.2K shares0.00%2026-03-312026-04-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.3K shares-34.89%2026-03-312026-04-13

CTVA CORTEVA INC3.1K shares0.00%2026-03-312026-04-13

IYW ISHARES TR1.4K sharesnew addition2026-03-312026-04-13

VRT VERTIV HOLDINGS CO971 sharesnew addition2026-03-312026-04-13

FDX FEDEX CORP682 sharesnew addition2026-03-312026-04-13

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC5.2K sharesnew addition2026-03-312026-04-13

SCHE SCHWAB STRATEGIC TR7.2K shares8.02%2026-03-312026-04-13

Sponsored

MTB M & T BK CORP1.1K shares-7.43%2026-03-312026-04-13

TD TORONTO DOMINION BK ONT2.5K shares0.00%2026-03-312026-04-13

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

RBC RBC BEARINGS INC425 shares-41.38%2026-03-312026-04-13

FMNB FARMERS NATIONAL BANC CORP17.3K sharesnew addition2026-03-312026-04-13

KMB KIMBERLY-CLARK CORP2.4K shares0.00%2026-03-312026-04-13

WCN WASTE CONNECTIONS INC1.4K shares0.00%2026-03-312026-04-13

FBTC FIDELITY WISE ORIGIN BITCOIN3.7K shares3.41%2026-03-312026-04-13

Sponsored

AMP AMERIPRISE FINL INC488 shares-23.51%2026-03-312026-04-13

VB VANGUARD INDEX FDS822 shares-12.27%2026-03-312026-04-13

SPIB SPDR SERIES TRUST6.4K sharesnew addition2026-03-312026-04-13

NOC NORTHROP GRUMMAN CORP313 sharesnew addition2026-03-312026-04-13

HSY HERSHEY CO1.0K shares-24.24%2026-03-312026-04-13

TSCO TRACTOR SUPPLY CO4.5K shares0.00%2026-03-312026-04-13

PYPL PAYPAL HLDGS INC4.5K shares-55.95%2026-03-312026-04-13

RAL RALLIANT CORP4.8K shares-13.84%2026-03-312026-04-13

Sponsored

MDY STATE STR SPDR S&P MIDCAP 40325 shares-8.45%2026-03-312026-04-13

VTRS VIATRIS INC10.1K sharesnew addition2026-03-312026-04-13

AAPL

APPLE INC

-1.80%

Shares325.5K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

0.07%

Shares148.4K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

-0.20%

Shares216.2K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-2.32%

Shares151.7K

Event2026-03-31

Filed2026-04-13

COST

COSTCO WHOLESALE CORPORATION

-1.48%

Shares41.6K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-0.84%

Shares135.7K

Event2026-03-31

Filed2026-04-13

IJH

ISHARES TR

-0.53%

Shares569.5K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

-3.19%

Shares211.7K

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC DEL

0.09%

Shares73.8K

Event2026-03-31

Filed2026-04-13

VISA INC

-1.39%

Shares80.6K

Event2026-03-31

Filed2026-04-13

TMO

THERMO FISHER SCIENTIFIC INC

0.08%

Shares47.8K

Event2026-03-31

Filed2026-04-13

JPST

J P MORGAN EXCHANGE TRADED F

2.32%

Shares444.1K

Event2026-03-31

Filed2026-04-13

LAM RESEARCH CORP

-6.88%

Shares102.3K

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

-0.95%

Shares29.5K

Event2026-03-31

Filed2026-04-13

ECL

ECOLAB INC

-9.82%

Shares68.7K

Event2026-03-31

Filed2026-04-13

APH

AMPHENOL CORP

0.48%

Shares140.6K

Event2026-03-31

Filed2026-04-13

IJR

ISHARES TR

-6.63%

Shares136.7K

Event2026-03-31

Filed2026-04-13

DHR

DANAHER CORP DEL

0.56%

Shares88.4K

Event2026-03-31

Filed2026-04-13

AMGN

AMGEN INC

0.47%

Shares45.8K

Event2026-03-31

Filed2026-04-13

SYK

STRYKER CORPORATION

0.22%

Shares47.9K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

2.25%

Shares52.4K

Event2026-03-31

Filed2026-04-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.39%

Shares45.3K

Event2026-03-31

Filed2026-04-13

IVV

ISHARES TR

-4.66%

Shares22.9K

Event2026-03-31

Filed2026-04-13

IWB

ISHARES TR

-3.68%

Shares40.6K

Event2026-03-31

Filed2026-04-13

SMLF

ISHARES TR

40.61%

Shares189.8K

Event2026-03-31

Filed2026-04-13

URI

UNITED RENTALS INC

-0.77%

Shares19.6K

Event2026-03-31

Filed2026-04-13

IEFA

ISHARES TR

6.64%

Shares154.1K

Event2026-03-31

Filed2026-04-13

HOME DEPOT INC

3.29%

Shares41.3K

Event2026-03-31

Filed2026-04-13

SCHG

SCHWAB STRATEGIC TR

-9.48%

Shares459.8K

Event2026-03-31

Filed2026-04-13

TJX

TJX COS INC NEW

-0.63%

Shares81.5K

Event2026-03-31

Filed2026-04-13

WMT

WALMART INC

0.86%

Shares99.1K

Event2026-03-31

Filed2026-04-13

IVW

ISHARES TR

0.09%

Shares108.4K

Event2026-03-31

Filed2026-04-13

ISRG

INTUITIVE SURGICAL INC

0.78%

Shares22.4K

Event2026-03-31

Filed2026-04-13

WWD

WOODWARD INC

-6.38%

Shares27.8K

Event2026-03-31

Filed2026-04-13

NEE

NEXTERA ENERGY INC

2.14%

Shares105.0K

Event2026-03-31

Filed2026-04-13

EAGL

2023 ETF SERIES TRUST

0.00%

Shares318.5K

Event2026-03-31

Filed2026-04-13

SCHD

SCHWAB STRATEGIC TR

-2.08%

Shares312.2K

Event2026-03-31

Filed2026-04-13

ORCL

ORACLE CORP

-1.95%

Shares64.3K

Event2026-03-31

Filed2026-04-13

RTX

RTX CORPORATION

3.73%

Shares48.9K

Event2026-03-31

Filed2026-04-13

INTU

INTUIT

4.45%

Shares21.6K

Event2026-03-31

Filed2026-04-13

EQWL

INVESCO EXCHANGE TRADED FD T

34.60%

Shares78.5K

Event2026-03-31

Filed2026-04-13

GOLDMAN SACHS GROUP INC

0.03%

Shares10.4K

Event2026-03-31

Filed2026-04-13

CMI

CUMMINS INC

-2.59%

Shares16.0K

Event2026-03-31

Filed2026-04-13

UNP

UNION PAC CORP

-1.15%

Shares35.3K

Event2026-03-31

Filed2026-04-13

IEMG

ISHARES INC

4.90%

Shares120.0K

Event2026-03-31

Filed2026-04-13

MCD

MCDONALDS CORP

-2.08%

Shares26.4K

Event2026-03-31

Filed2026-04-13

SPDW

SPDR INDEX SHS FDS

0.14%

Shares178.7K

Event2026-03-31

Filed2026-04-13