SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,280,131 shares; 2023Q2: 1,461,246 shares; 2023Q3: 1,736,209 shares; 2023Q4: 2,060,713 shares; 2024Q1: 2,575,619 shares; 2024Q2: 2,817,031 shares; 2024Q3: 2,953,833 shares; 2024Q4: 3,191,870 shares 3,191,870 $105M 12% +238,037 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 154,463 shares; 2023Q2: 154,089 shares; 2023Q3: 151,851 shares; 2023Q4: 179,882 shares; 2024Q1: 186,336 shares; 2024Q2: 182,405 shares; 2024Q3: 177,896 shares; 2024Q4: 174,354 shares 174,354 $43.7M 5.01% -3,542 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,201,009 shares; 2023Q2: 1,275,437 shares; 2023Q3: 1,180,905 shares; 2023Q4: 1,024,359 shares; 2024Q1: 1,138,581 shares; 2024Q2: 1,248,117 shares; 2024Q3: 1,272,989 shares; 2024Q4: 1,301,056 shares 1,301,056 $38.8M 4.46% +28,067 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 155,866 shares; 2023Q4: 300,463 shares; 2024Q1: 305,590 shares; 2024Q2: 304,742 shares; 2024Q3: 302,842 shares; 2024Q4: 300,018 shares 300,018 $34.7M 3.98% -2,824 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 515,740 shares; 2023Q2: 518,424 shares; 2023Q3: 528,490 shares; 2023Q4: 535,727 shares; 2024Q1: 540,109 shares; 2024Q2: 545,433 shares; 2024Q3: 555,851 shares; 2024Q4: 1,495,896 shares 1,495,896 $34M 3.9% +940,045 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 488,180 shares; 2023Q2: 507,193 shares; 2023Q3: 531,906 shares; 2023Q4: 550,268 shares; 2024Q1: 564,414 shares; 2024Q2: 577,971 shares; 2024Q3: 552,073 shares; 2024Q4: 556,242 shares 556,242 $31.9M 3.66% +4,169 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 364,066 shares; 2023Q2: 373,450 shares; 2023Q3: 368,670 shares; 2023Q4: 360,194 shares; 2024Q1: 360,250 shares; 2024Q2: 362,558 shares; 2024Q3: 361,709 shares; 2024Q4: 1,065,442 shares 1,065,442 $29.5M 3.39% +703,733 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,001 shares; 2023Q2: 4,005 shares; 2023Q3: 3,999 shares; 2023Q4: 4,238 shares; 2024Q1: 6,416 shares; 2024Q2: 153,001 shares; 2024Q3: 215,790 shares; 2024Q4: 219,749 shares 219,749 $29.5M 3.39% +3,959 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 73,314 shares; 2023Q2: 71,871 shares; 2023Q3: 69,068 shares; 2023Q4: 65,934 shares; 2024Q1: 64,030 shares; 2024Q2: 63,281 shares; 2024Q3: 62,538 shares; 2024Q4: 63,147 shares 63,147 $26.6M 3.05% +609 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 22,357 shares; 2023Q2: 20,904 shares; 2023Q3: 18,598 shares; 2023Q4: 16,247 shares; 2024Q1: 14,124 shares; 2024Q2: 12,637 shares; 2024Q3: 115,671 shares; 2024Q4: 107,798 shares 107,798 $25M 2.87% -7,873 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 133,020 shares; 2023Q2: 133,674 shares; 2023Q3: 131,864 shares; 2023Q4: 129,136 shares; 2024Q1: 130,722 shares; 2024Q2: 128,199 shares; 2024Q3: 125,078 shares; 2024Q4: 123,866 shares 123,866 $23.6M 2.71% -1,212 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 108,488 shares; 2023Q2: 109,102 shares; 2023Q3: 106,704 shares; 2023Q4: 104,623 shares; 2024Q1: 107,144 shares; 2024Q2: 105,682 shares; 2024Q3: 106,016 shares; 2024Q4: 105,556 shares 105,556 $23.2M 2.66% -460 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 147,863 shares; 2023Q2: 140,579 shares; 2023Q3: 139,300 shares; 2023Q4: 138,945 shares; 2024Q1: 135,957 shares; 2024Q2: 121,997 shares; 2024Q3: 109,172 shares; 2024Q4: 104,466 shares 104,466 $20.6M 2.37% -4,706 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 443,663 shares; 2023Q2: 434,868 shares; 2023Q3: 440,985 shares; 2023Q4: 445,144 shares; 2024Q1: 448,565 shares; 2024Q2: 450,577 shares; 2024Q3: 438,097 shares; 2024Q4: 863,564 shares 863,564 $16M 1.83% +425,467 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,178 shares 15,178 $15.6M 1.79% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 48,159 shares; 2023Q2: 48,487 shares; 2023Q3: 49,534 shares; 2023Q4: 49,276 shares; 2024Q1: 48,074 shares; 2024Q2: 47,543 shares; 2024Q3: 47,262 shares; 2024Q4: 45,968 shares 45,968 $15.4M 1.76% -1,294 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 56,361 shares; 2023Q2: 57,564 shares; 2023Q3: 61,531 shares; 2023Q4: 62,129 shares; 2024Q1: 63,720 shares; 2024Q2: 64,691 shares; 2024Q3: 63,996 shares; 2024Q4: 63,048 shares 63,048 $14.2M 1.63% -948 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 53,517 shares; 2023Q2: 52,885 shares; 2023Q3: 50,017 shares; 2023Q4: 44,747 shares; 2024Q1: 43,290 shares; 2024Q2: 43,332 shares; 2024Q3: 43,254 shares; 2024Q4: 43,005 shares 43,005 $13.6M 1.56% -249 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 45,124 shares; 2023Q2: 42,824 shares; 2023Q3: 41,015 shares; 2023Q4: 40,297 shares; 2024Q1: 39,410 shares; 2024Q2: 38,441 shares; 2024Q3: 37,454 shares; 2024Q4: 36,783 shares 36,783 $13.2M 1.52% -671 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 56,343 shares; 2023Q2: 58,107 shares; 2023Q3: 62,627 shares; 2023Q4: 64,617 shares; 2024Q1: 65,426 shares; 2024Q2: 65,526 shares; 2024Q3: 64,018 shares; 2024Q4: 59,644 shares 59,644 $13.2M 1.51% -4,374 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 201,527 shares; 2023Q2: 196,295 shares; 2023Q3: 199,607 shares; 2023Q4: 201,513 shares; 2024Q1: 208,222 shares; 2024Q2: 205,137 shares; 2024Q3: 195,004 shares; 2024Q4: 197,505 shares 197,505 $12.9M 1.48% +2,501 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 223,281 shares; 2023Q2: 233,054 shares; 2023Q3: 238,204 shares; 2023Q4: 244,508 shares; 2024Q1: 248,374 shares; 2024Q2: 254,387 shares; 2024Q3: 254,172 shares; 2024Q4: 490,214 shares 490,214 $12.7M 1.45% +236,042 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,550 shares; 2023Q2: 16,124 shares; 2023Q3: 20,230 shares; 2023Q4: 29,029 shares; 2024Q1: 36,551 shares; 2024Q2: 41,384 shares; 2024Q3: 42,112 shares; 2024Q4: 40,425 shares 40,425 $12M 1.38% -1,687 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 24,446 shares; 2023Q2: 24,916 shares; 2023Q3: 25,277 shares; 2023Q4: 24,946 shares; 2024Q1: 25,283 shares; 2024Q2: 25,451 shares; 2024Q3: 23,777 shares; 2024Q4: 22,517 shares 22,517 $11.4M 1.31% -1,260 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 32,596 shares; 2024Q3: 33,384 shares; 2024Q4: 33,068 shares 33,068 $11.2M 1.28% -316 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 84,672 shares; 2023Q2: 84,989 shares; 2023Q3: 93,879 shares; 2023Q4: 104,321 shares; 2024Q1: 95,730 shares; 2024Q2: 90,484 shares; 2024Q3: 90,834 shares; 2024Q4: 92,088 shares 92,088 $11.1M 1.28% +1,254 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 27,380 shares; 2023Q2: 25,445 shares; 2023Q3: 26,229 shares; 2023Q4: 26,829 shares; 2024Q1: 27,925 shares; 2024Q2: 28,308 shares; 2024Q3: 28,173 shares; 2024Q4: 28,289 shares 28,289 $10.3M 1.18% +116 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 47,973 shares; 2023Q4: 56,673 shares; 2024Q1: 83,200 shares; 2024Q2: 91,692 shares; 2024Q3: 93,926 shares; 2024Q4: 94,097 shares 94,097 $10.1M 1.15% +171 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 99,249 shares; 2023Q2: 110,350 shares; 2023Q3: 114,193 shares; 2023Q4: 119,294 shares; 2024Q1: 121,397 shares; 2024Q2: 119,803 shares; 2024Q3: 116,385 shares; 2024Q4: 117,898 shares 117,898 $9.01M 1.03% +1,513 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,840 shares; 2023Q2: 19,801 shares; 2023Q3: 26,659 shares; 2023Q4: 27,559 shares; 2024Q1: 28,177 shares; 2024Q2: 24,064 shares; 2024Q3: 23,126 shares; 2024Q4: 25,277 shares 25,277 $8.89M 1.02% +2,151 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 64,156 shares; 2023Q2: 64,692 shares; 2023Q3: 67,137 shares; 2023Q4: 63,489 shares; 2024Q1: 58,551 shares; 2024Q2: 54,180 shares; 2024Q3: 52,079 shares; 2024Q4: 52,789 shares 52,789 $8.59M 0.98% +710 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 38,587 shares; 2023Q2: 39,278 shares; 2023Q3: 40,482 shares; 2023Q4: 44,180 shares; 2024Q1: 47,989 shares; 2024Q2: 48,714 shares; 2024Q3: 48,379 shares; 2024Q4: 50,211 shares 50,211 $7.64M 0.88% +1,832 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 64,775 shares; 2023Q2: 72,870 shares; 2023Q3: 72,134 shares; 2023Q4: 69,818 shares; 2024Q1: 69,551 shares; 2024Q2: 69,806 shares; 2024Q3: 67,689 shares; 2024Q4: 66,380 shares 66,380 $7.39M 0.85% -1,309 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 212,573 shares; 2023Q2: 211,519 shares; 2023Q3: 227,572 shares; 2023Q4: 241,685 shares; 2024Q1: 250,351 shares; 2024Q2: 259,994 shares; 2024Q3: 258,826 shares; 2024Q4: 263,093 shares 263,093 $7.01M 0.8% +4,267 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 23,045 shares; 2023Q2: 24,344 shares; 2023Q3: 24,106 shares; 2023Q4: 23,299 shares; 2024Q1: 115,545 shares; 2024Q2: 114,824 shares; 2024Q3: 113,524 shares; 2024Q4: 108,203 shares 108,203 $6.74M 0.77% -5,321 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 44,730 shares; 2023Q2: 44,277 shares; 2023Q3: 34,572 shares; 2023Q4: 28,340 shares; 2024Q1: 27,283 shares; 2024Q2: 25,592 shares; 2024Q3: 24,575 shares; 2024Q4: 23,393 shares 23,393 $5.61M 0.64% -1,182 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,499 shares; 2024Q3: 74,433 shares; 2024Q4: 93,394 shares 93,394 $5.58M 0.64% +18,961 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 32,535 shares; 2024Q4: 64,078 shares 64,078 $5.51M 0.63% +31,543 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 24,611 shares; 2023Q2: 23,342 shares; 2023Q3: 21,521 shares; 2023Q4: 20,780 shares; 2024Q1: 19,972 shares; 2024Q2: 19,598 shares; 2024Q3: 19,274 shares; 2024Q4: 18,897 shares 18,897 $5.48M 0.63% -377 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 56,544 shares; 2023Q2: 54,543 shares; 2023Q3: 53,938 shares; 2023Q4: 52,837 shares; 2024Q1: 49,505 shares; 2024Q2: 46,924 shares; 2024Q3: 46,610 shares; 2024Q4: 45,684 shares 45,684 $5.2M 0.6% -926 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 39,234 shares; 2024Q3: 85,503 shares; 2024Q4: 136,493 shares 136,493 $5.02M 0.58% +50,990 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,726 shares; 2024Q4: 17,419 shares 17,419 $4.97M 0.57% +10,693 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 137,127 shares; 2023Q2: 134,555 shares; 2023Q3: 131,770 shares; 2023Q4: 124,094 shares; 2024Q1: 92,995 shares; 2024Q2: 82,514 shares; 2024Q3: 62,798 shares; 2024Q4: 39,424 shares 39,424 $4.76M 0.55% -23,374 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,935 shares; 2023Q2: 14,290 shares; 2023Q3: 12,260 shares; 2023Q4: 11,281 shares; 2024Q1: 10,740 shares; 2024Q2: 10,000 shares; 2024Q3: 8,216 shares; 2024Q4: 6,123 shares 6,123 $4.73M 0.54% -2,093 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,540 shares; 2024Q2: 27,740 shares; 2024Q3: 35,954 shares; 2024Q4: 36,563 shares 36,563 $4.61M 0.53% +609 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 46,969 shares; 2023Q2: 46,026 shares; 2023Q3: 44,781 shares; 2023Q4: 41,482 shares; 2024Q1: 40,003 shares; 2024Q2: 39,560 shares; 2024Q3: 38,534 shares; 2024Q4: 36,985 shares 36,985 $4.26M 0.49% -1,549 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,213 shares; 2023Q2: 10,687 shares; 2023Q3: 10,205 shares; 2023Q4: 9,243 shares; 2024Q1: 5,947 shares; 2024Q2: 3,354 shares; 2024Q3: 6,456 shares; 2024Q4: 9,954 shares 9,954 $4.18M 0.48% +3,498 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,550 shares; 2024Q2: 13,385 shares; 2024Q3: 19,214 shares; 2024Q4: 21,999 shares 21,999 $3.74M 0.43% +2,785 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,450 shares; 2023Q2: 6,785 shares; 2023Q3: 13,892 shares; 2023Q4: 16,390 shares; 2024Q1: 45,460 shares; 2024Q2: 52,214 shares; 2024Q3: 43,121 shares; 2024Q4: 39,686 shares 39,686 $3.62M 0.42% -3,435 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 305,286 shares; 2023Q2: 318,495 shares; 2023Q3: 212,696 shares; 2023Q4: 125,096 shares; 2024Q1: 68,456 shares; 2024Q2: 43,222 shares; 2024Q3: 41,998 shares; 2024Q4: 41,727 shares 41,727 $3.26M 0.37% -271 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 29,603 shares; 2023Q2: 14,472 shares; 2023Q3: 14,004 shares; 2023Q4: 13,995 shares; 2024Q1: 13,806 shares; 2024Q2: 29,553 shares; 2024Q3: 30,647 shares; 2024Q4: 31,381 shares 31,381 $3.04M 0.35% +734 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,454 shares; 2023Q2: 11,061 shares; 2023Q3: 11,920 shares; 2023Q4: 12,907 shares; 2024Q1: 13,220 shares; 2024Q2: 13,330 shares; 2024Q3: 15,173 shares; 2024Q4: 18,053 shares 18,053 $3.01M 0.35% +2,880 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 43,215 shares; 2023Q2: 46,705 shares; 2023Q3: 52,622 shares; 2023Q4: 57,635 shares; 2024Q1: 53,178 shares; 2024Q2: 47,558 shares; 2024Q3: 48,027 shares; 2024Q4: 43,395 shares 43,395 $2.99M 0.34% -4,632 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,697 shares; 2023Q2: 16,381 shares; 2023Q3: 19,223 shares; 2023Q4: 18,910 shares; 2024Q1: 18,717 shares; 2024Q2: 18,592 shares; 2024Q3: 17,708 shares; 2024Q4: 17,791 shares 17,791 $2.98M 0.34% +83 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 145,692 shares; 2023Q2: 147,530 shares; 2023Q3: 142,305 shares; 2023Q4: 120,877 shares; 2024Q1: 100,570 shares; 2024Q2: 89,829 shares; 2024Q3: 87,038 shares; 2024Q4: 83,495 shares 83,495 $2.87M 0.33% -3,543 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 39,083 shares; 2023Q2: 53,857 shares; 2023Q3: 51,119 shares; 2023Q4: 49,419 shares; 2024Q1: 47,134 shares; 2024Q2: 40,557 shares; 2024Q3: 35,005 shares; 2024Q4: 35,852 shares 35,852 $2.65M 0.3% +847 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,815 shares; 2023Q2: 7,058 shares; 2023Q3: 7,058 shares; 2023Q4: 7,081 shares; 2024Q1: 6,817 shares; 2024Q2: 6,819 shares; 2024Q3: 6,686 shares; 2024Q4: 6,610 shares 6,610 $2.57M 0.29% -76 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,441 shares; 2023Q2: 7,589 shares; 2023Q3: 7,581 shares; 2023Q4: 8,197 shares; 2024Q1: 8,312 shares; 2024Q2: 8,477 shares; 2024Q3: 8,346 shares; 2024Q4: 8,581 shares 8,581 $2.49M 0.29% +235 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,049 shares 6,049 $2.48M 0.28% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 170,229 shares; 2023Q2: 183,855 shares; 2023Q3: 199,822 shares; 2023Q4: 232,812 shares; 2024Q1: 262,957 shares; 2024Q2: 256,724 shares; 2024Q3: 230,429 shares; 2024Q4: 191,154 shares 191,154 $2.46M 0.28% -39,275 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 46,956 shares; 2023Q2: 47,635 shares; 2023Q3: 47,410 shares; 2023Q4: 49,769 shares; 2024Q1: 45,419 shares; 2024Q2: 30,946 shares; 2024Q3: 22,915 shares; 2024Q4: 23,123 shares 23,123 $2.44M 0.28% +208 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 61,562 shares; 2023Q2: 58,391 shares; 2023Q3: 55,227 shares; 2023Q4: 55,860 shares; 2024Q1: 75,422 shares; 2024Q2: 80,560 shares; 2024Q3: 53,580 shares; 2024Q4: 31,904 shares 31,904 $2.41M 0.28% -21,676 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 84,973 shares; 2023Q2: 85,691 shares; 2023Q3: 81,000 shares; 2023Q4: 73,890 shares; 2024Q1: 71,613 shares; 2024Q2: 75,224 shares; 2024Q3: 45,409 shares; 2024Q4: 20,427 shares 20,427 $2.31M 0.27% -24,982 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,221 shares; 2023Q2: 10,845 shares; 2023Q3: 11,600 shares; 2023Q4: 11,196 shares; 2024Q1: 11,785 shares; 2024Q2: 11,635 shares; 2024Q3: 11,715 shares; 2024Q4: 11,164 shares 11,164 $2.3M 0.26% -551 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 232,711 shares; 2023Q2: 224,055 shares; 2023Q3: 203,595 shares; 2023Q4: 144,690 shares; 2024Q1: 111,376 shares; 2024Q2: 54,872 shares; 2024Q3: 53,013 shares; 2024Q4: 46,519 shares 46,519 $2.21M 0.25% -6,494 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 882 shares; 2023Q4: 1,472 shares; 2024Q1: 1,697 shares; 2024Q2: 2,032 shares; 2024Q3: 2,379 shares; 2024Q4: 2,462 shares 2,462 $2.19M 0.25% +83 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,588 shares; 2023Q2: 2,807 shares; 2023Q3: 3,453 shares; 2023Q4: 4,067 shares; 2024Q1: 4,105 shares; 2024Q2: 3,443 shares; 2024Q3: 3,471 shares; 2024Q4: 3,278 shares 3,278 $2.08M 0.24% -193 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 18,905 shares; 2023Q2: 17,278 shares; 2023Q3: 16,465 shares; 2023Q4: 14,784 shares; 2024Q1: 10,499 shares; 2024Q2: 9,978 shares; 2024Q3: 10,041 shares; 2024Q4: 9,886 shares 9,886 $2.08M 0.24% -155 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 21,721 shares; 2023Q2: 24,152 shares; 2023Q3: 25,399 shares; 2023Q4: 28,053 shares; 2024Q1: 28,945 shares; 2024Q2: 30,403 shares; 2024Q3: 31,982 shares; 2024Q4: 32,884 shares 32,884 $2.05M 0.23% +902 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 19,462 shares; 2023Q2: 27,417 shares; 2023Q3: 27,904 shares; 2023Q4: 27,566 shares; 2024Q1: 29,124 shares; 2024Q2: 41,425 shares; 2024Q3: 52,322 shares; 2024Q4: 73,381 shares 73,381 $2M 0.23% +21,059 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,267 shares; 2023Q2: 10,052 shares; 2023Q3: 10,703 shares; 2023Q4: 11,585 shares; 2024Q1: 12,033 shares; 2024Q2: 12,089 shares; 2024Q3: 12,071 shares; 2024Q4: 12,374 shares 12,374 $1.79M 0.21% +303 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,954 shares; 2023Q4: 3,611 shares; 2024Q1: 4,442 shares; 2024Q2: 6,324 shares; 2024Q3: 8,823 shares; 2024Q4: 8,392 shares 8,392 $1.76M 0.2% -431 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 24,994 shares; 2023Q2: 15,451 shares; 2023Q3: 10,445 shares; 2023Q4: 9,574 shares; 2024Q1: 9,044 shares; 2024Q2: 8,708 shares; 2024Q3: 8,781 shares; 2024Q4: 8,402 shares 8,402 $1.7M 0.19% -379 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 42,526 shares; 2023Q2: 42,357 shares; 2023Q3: 41,938 shares; 2023Q4: 41,859 shares; 2024Q1: 22,729 shares; 2024Q2: 21,322 shares; 2024Q3: 22,234 shares; 2024Q4: 24,130 shares 24,130 $1.57M 0.18% +1,896 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 31,765 shares; 2023Q2: 32,167 shares; 2023Q3: 33,459 shares; 2023Q4: 33,625 shares; 2024Q1: 34,337 shares; 2024Q2: 36,673 shares; 2024Q3: 37,662 shares; 2024Q4: 38,992 shares 38,992 $1.46M 0.17% +1,330 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,678 shares; 2023Q2: 12,021 shares; 2023Q3: 11,935 shares; 2023Q4: 12,955 shares; 2024Q1: 14,677 shares; 2024Q2: 14,767 shares; 2024Q3: 14,727 shares; 2024Q4: 14,677 shares 14,677 $1.46M 0.17% -50 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,915 shares; 2023Q2: 18,281 shares; 2023Q3: 18,419 shares; 2023Q4: 17,635 shares; 2024Q1: 18,169 shares; 2024Q2: 18,490 shares; 2024Q3: 18,548 shares; 2024Q4: 17,642 shares 17,642 $1.44M 0.17% -906 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,150 shares; 2024Q2: 8,528 shares; 2024Q3: 8,765 shares; 2024Q4: 7,886 shares 7,886 $1.41M 0.16% -879 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,659 shares; 2023Q2: 3,763 shares; 2023Q3: 8,355 shares; 2023Q4: 10,395 shares; 2024Q1: 16,548 shares; 2024Q2: 18,213 shares; 2024Q3: 17,207 shares; 2024Q4: 12,900 shares 12,900 $1.39M 0.16% -4,307 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 20,781 shares; 2023Q2: 23,226 shares; 2023Q3: 23,930 shares; 2023Q4: 18,750 shares; 2024Q1: 10,865 shares; 2024Q2: 8,256 shares; 2024Q3: 7,383 shares; 2024Q4: 5,875 shares 5,875 $1.34M 0.15% -1,508 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,752 shares; 2023Q2: 13,620 shares; 2023Q3: 14,566 shares; 2023Q4: 15,881 shares; 2024Q1: 16,472 shares; 2024Q2: 16,577 shares; 2024Q3: 16,498 shares; 2024Q4: 16,701 shares 16,701 $1.33M 0.15% +203 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 409 shares; 2023Q4: 1,253 shares; 2024Q1: 2,289 shares; 2024Q2: 2,280 shares; 2024Q3: 2,129 shares; 2024Q4: 2,113 shares 2,113 $1.33M 0.15% -16 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 18,166 shares; 2023Q2: 18,034 shares; 2023Q3: 16,902 shares; 2023Q4: 16,814 shares; 2024Q1: 15,772 shares; 2024Q2: 15,504 shares; 2024Q3: 15,446 shares; 2024Q4: 34,534 shares 34,534 $943K 0.11% +19,088 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 39,346 shares; 2023Q2: 38,448 shares; 2023Q3: 37,893 shares; 2023Q4: 40,203 shares; 2024Q1: 33,518 shares; 2024Q2: 24,840 shares; 2024Q3: 19,668 shares; 2024Q4: 17,311 shares 17,311 $943K 0.11% -2,357 NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 13,608 shares; 2023Q2: 12,718 shares; 2023Q3: 12,311 shares; 2023Q4: 12,341 shares; 2024Q1: 11,621 shares; 2024Q2: 11,451 shares; 2024Q3: 11,226 shares; 2024Q4: 11,166 shares 11,166 $800K 0.09% -60 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,414 shares; 2023Q2: 3,270 shares; 2023Q3: 3,246 shares; 2023Q4: 3,246 shares; 2024Q1: 3,236 shares; 2024Q2: 3,236 shares; 2024Q3: 3,233 shares; 2024Q4: 3,233 shares 3,233 $798K 0.09% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,199 shares; 2023Q2: 3,304 shares; 2023Q3: 3,344 shares; 2023Q4: 3,134 shares; 2024Q1: 3,121 shares; 2024Q2: 3,261 shares; 2024Q3: 2,758 shares; 2024Q4: 4,081 shares 4,081 $773K 0.09% +1,323 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 29,273 shares; 2024Q2: 45,355 shares; 2024Q3: 45,355 shares; 2024Q4: 44,955 shares 44,955 $761K 0.09% -400 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 29,229 shares; 2023Q2: 28,253 shares; 2023Q3: 27,782 shares; 2023Q4: 19,418 shares; 2024Q1: 11,378 shares; 2024Q2: 7,670 shares; 2024Q3: 7,530 shares; 2024Q4: 7,209 shares 7,209 $665K 0.08% -321 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 29,656 shares; 2023Q2: 31,835 shares; 2023Q3: 34,792 shares; 2023Q4: 35,235 shares; 2024Q1: 36,856 shares; 2024Q2: 13,395 shares; 2024Q3: 10,336 shares; 2024Q4: 9,957 shares 9,957 $589K 0.07% -379 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,382 shares; 2023Q2: 2,382 shares; 2023Q3: 2,382 shares; 2023Q4: 2,432 shares; 2024Q1: 2,432 shares; 2024Q2: 2,432 shares; 2024Q3: 2,432 shares; 2024Q4: 2,432 shares 2,432 $578K 0.07% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,456 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,315 shares; 2024Q1: 1,221 shares; 2024Q2: 3,224 shares; 2024Q3: 3,226 shares; 2024Q4: 3,228 shares 3,228 $574K 0.07% +2 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,120 shares; 2024Q3: 1,568 shares; 2024Q4: 1,570 shares 1,570 $570K 0.07% +2 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,700 shares; 2023Q2: 2,700 shares; 2023Q3: 2,700 shares; 2023Q4: 2,750 shares; 2024Q1: 2,750 shares; 2024Q2: 2,750 shares; 2024Q3: 2,750 shares; 2024Q4: 2,800 shares 2,800 $514K 0.06% +50 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,806 shares; 2023Q2: 12,232 shares; 2023Q3: 11,260 shares; 2023Q4: 11,120 shares; 2024Q1: 10,669 shares; 2024Q2: 11,633 shares; 2024Q3: 11,633 shares; 2024Q4: 11,386 shares 11,386 $501K 0.06% -247 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,901 shares; 2023Q2: 6,131 shares; 2023Q3: not reported; 2023Q4: 8,300 shares; 2024Q1: 8,300 shares; 2024Q2: 9,000 shares; 2024Q3: 11,750 shares; 2024Q4: 12,050 shares 12,050 $490K 0.06% +300 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,471 shares; 2023Q2: 8,646 shares; 2023Q3: 7,491 shares; 2023Q4: 6,546 shares; 2024Q1: 5,721 shares; 2024Q2: 5,422 shares; 2024Q3: 5,422 shares; 2024Q4: 5,297 shares 5,297 $446K 0.05% -125 Timeline SMID SMITH MIDLAND CORP More: the full row for SMITH MIDLAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,000 shares; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares 10,000 $445K 0.05% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,098 shares; 2024Q2: 1,198 shares; 2024Q3: 1,325 shares; 2024Q4: 925 shares 925 $419K 0.05% -400 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,114 shares 2,114 $414K 0.05% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 1,294 shares; 2023Q3: 1,298 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,317 shares; 2024Q3: 3,323 shares; 2024Q4: 4,523 shares 4,523 $409K 0.05% +1,200 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,713 shares; 2024Q3: 2,714 shares; 2024Q4: 2,716 shares 2,716 $393K 0.05% +2 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 677 shares; 2023Q2: 674 shares; 2023Q3: 674 shares; 2023Q4: 674 shares; 2024Q1: 674 shares; 2024Q2: 674 shares; 2024Q3: 674 shares; 2024Q4: 674 shares 674 $384K 0.04% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 370 shares; 2024Q3: 643 shares; 2024Q4: 714 shares 714 $369K 0.04% +71 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,483 shares; 2024Q1: 3,483 shares; 2024Q2: 3,483 shares; 2024Q3: 3,483 shares; 2024Q4: 3,483 shares 3,483 $366K 0.04% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,254 shares; 2023Q2: 2,238 shares; 2023Q3: 2,238 shares; 2023Q4: 2,208 shares; 2024Q1: 2,138 shares; 2024Q2: 2,113 shares; 2024Q3: 2,120 shares; 2024Q4: 2,120 shares 2,120 $354K 0.04% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,801 shares; 2023Q2: 4,862 shares; 2023Q3: 4,550 shares; 2023Q4: 4,307 shares; 2024Q1: 2,792 shares; 2024Q2: 2,476 shares; 2024Q3: 2,216 shares; 2024Q4: 1,631 shares 1,631 $347K 0.04% -585 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,500 shares; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares 1,500 $339K 0.04% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,195 shares; 2023Q2: 9,645 shares; 2023Q3: 10,220 shares; 2023Q4: 10,272 shares; 2024Q1: 13,300 shares; 2024Q2: 13,000 shares; 2024Q3: 13,000 shares; 2024Q4: 13,110 shares 13,110 $324K 0.04% +110 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,767 shares; 2023Q2: 10,761 shares; 2023Q3: 10,886 shares; 2023Q4: 5,291 shares; 2024Q1: 2,708 shares; 2024Q2: 2,190 shares; 2024Q3: 1,952 shares; 2024Q4: 1,806 shares 1,806 $320K 0.04% -146 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,319 shares; 2023Q2: 1,037 shares; 2023Q3: 1,139 shares; 2023Q4: 1,003 shares; 2024Q1: 892 shares; 2024Q2: 737 shares; 2024Q3: 550 shares; 2024Q4: 536 shares 536 $316K 0.04% -14 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,614 shares; 2023Q2: 2,560 shares; 2023Q3: 2,560 shares; 2023Q4: 2,934 shares; 2024Q1: 2,873 shares; 2024Q2: 2,873 shares; 2024Q3: 2,860 shares; 2024Q4: 2,893 shares 2,893 $312K 0.04% +33 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 954 shares; 2024Q1: 1,172 shares; 2024Q2: 828 shares; 2024Q3: 795 shares; 2024Q4: 739 shares 739 $309K 0.04% -56 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,966 shares 4,966 $300K 0.03% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 672 shares; 2024Q2: 1,922 shares; 2024Q3: 891 shares; 2024Q4: 891 shares 891 $296K 0.03% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 593 shares; 2023Q2: 593 shares; 2023Q3: 593 shares; 2023Q4: 611 shares; 2024Q1: 593 shares; 2024Q2: 593 shares; 2024Q3: 593 shares; 2024Q4: 593 shares 593 $288K 0.03% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,214 shares; 2023Q2: 5,214 shares; 2023Q3: 5,099 shares; 2023Q4: 5,099 shares; 2024Q1: 5,099 shares; 2024Q2: 4,949 shares; 2024Q3: 4,949 shares; 2024Q4: 3,949 shares 3,949 $287K 0.03% -1,000 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2,555 shares; 2023Q3: not reported; 2023Q4: 2,543 shares; 2024Q1: 2,748 shares; 2024Q2: 2,619 shares; 2024Q3: 2,617 shares; 2024Q4: 2,617 shares 2,617 $274K 0.03% 0 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,693 shares; 2023Q2: 9,793 shares; 2023Q3: 9,793 shares; 2023Q4: 9,793 shares; 2024Q1: 9,793 shares; 2024Q2: 9,549 shares; 2024Q3: 13,389 shares; 2024Q4: 8,469 shares 8,469 $268K 0.03% -4,920 Timeline FMAO FARMERS & MERCHANTS BANCORP More: the full row for FARMERS & MERCHANTS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,157 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,873 shares; 2024Q4: 8,873 shares 8,873 $261K 0.03% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,327 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,289 shares; 2024Q1: 1,219 shares; 2024Q2: 1,219 shares; 2024Q3: 1,105 shares; 2024Q4: 1,065 shares 1,065 $255K 0.03% -40 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,526 shares; 2024Q2: 1,526 shares; 2024Q3: 1,526 shares; 2024Q4: 676 shares 676 $249K 0.03% -850 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 412 shares; 2024Q2: 433 shares; 2024Q3: 409 shares; 2024Q4: 410 shares 410 $240K 0.03% +1 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,234 shares; 2024Q4: 5,339 shares 5,339 $235K 0.03% +105 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 470 shares; 2023Q4: 470 shares; 2024Q1: 470 shares; 2024Q2: not reported; 2024Q3: 470 shares; 2024Q4: 465 shares 465 $223K 0.03% -5 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares 2,100 $217K 0.02% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,164 shares; 2023Q2: 6,229 shares; 2023Q3: 6,262 shares; 2023Q4: not reported; 2024Q1: 13,790 shares; 2024Q2: 13,471 shares; 2024Q3: 13,300 shares; 2024Q4: 8,030 shares 8,030 $213K 0.02% -5,270 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,872 shares 1,872 $207K 0.02% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,175 shares; 2023Q2: 11,175 shares; 2023Q3: 11,175 shares; 2023Q4: 11,175 shares; 2024Q1: 11,175 shares; 2024Q2: 11,060 shares; 2024Q3: 11,060 shares; 2024Q4: 11,060 shares 11,060 $97.5K 0.01% 0 Timeline CODA CODA OCTOPUS GROUP INC More: the full row for CODA OCTOPUS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,000 shares; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares 10,000 $78.3K 0.01% 0 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 13,420 shares; 2023Q2: 13,420 shares; 2023Q3: 13,420 shares; 2023Q4: 13,420 shares; 2024Q1: 13,420 shares; 2024Q2: 13,420 shares; 2024Q3: 13,420 shares; 2024Q4: 13,420 shares 13,420 $62.9K 0.01% 0 Timeline