IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 339,948 shares; 2023Q3: 335,524 shares; 2023Q4: 261,268 shares; 2024Q1: 375,012 shares; 2024Q2: 379,551 shares; 2024Q3: 382,126 shares; 2024Q4: 383,369 shares; 2025Q1: 414,765 shares 414,765 $22.4M 6.9% +31,396 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 207,931 shares; 2023Q3: 208,660 shares; 2023Q4: 203,481 shares; 2024Q1: 230,714 shares; 2024Q2: 229,814 shares; 2024Q3: 231,476 shares; 2024Q4: 241,183 shares; 2025Q1: 266,981 shares 266,981 $20.2M 6.22% +25,798 Timeline XLF 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; 2023Q2: 244,459 shares; 2023Q3: 244,828 shares; 2023Q4: 184,187 shares; 2024Q1: 182,503 shares; 2024Q2: 183,361 shares; 2024Q3: 176,041 shares; 2024Q4: 180,306 shares; 2025Q1: 233,471 shares 233,471 $11.6M 3.58% +53,165 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 28,004 shares; 2023Q3: 27,360 shares; 2023Q4: 25,045 shares; 2024Q1: 24,388 shares; 2024Q2: 24,653 shares; 2024Q3: 23,488 shares; 2024Q4: 23,880 shares; 2025Q1: 21,080 shares 21,080 $11.4M 3.52% -2,800 Timeline XLV 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; 2023Q2: 64,326 shares; 2023Q3: 64,199 shares; 2023Q4: 67,859 shares; 2024Q1: 71,291 shares; 2024Q2: 71,774 shares; 2024Q3: 70,637 shares; 2024Q4: 71,943 shares; 2025Q1: 76,950 shares 76,950 $11.2M 3.46% +5,007 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 49,941 shares; 2023Q3: 49,115 shares; 2023Q4: 35,551 shares; 2024Q1: 40,879 shares; 2024Q2: 41,799 shares; 2024Q3: 45,087 shares; 2024Q4: 46,453 shares; 2025Q1: 46,001 shares 46,001 $10.2M 3.14% -452 Timeline XLY 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; 2023Q2: 33,929 shares; 2023Q3: 33,402 shares; 2023Q4: 37,438 shares; 2024Q1: 39,520 shares; 2024Q2: 40,338 shares; 2024Q3: 41,076 shares; 2024Q4: 42,129 shares; 2025Q1: 45,157 shares 45,157 $8.92M 2.75% +3,028 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 201,816 shares; 2023Q3: 200,591 shares; 2023Q4: 169,952 shares; 2024Q1: 176,463 shares; 2024Q2: 176,456 shares; 2024Q3: 161,651 shares; 2024Q4: 159,471 shares; 2025Q1: 163,007 shares 163,007 $8.68M 2.68% +3,536 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; 2023Q2: 106,414 shares; 2023Q3: 104,054 shares; 2023Q4: 92,657 shares; 2024Q1: 91,378 shares; 2024Q2: 91,784 shares; 2024Q3: 92,091 shares; 2024Q4: 94,644 shares; 2025Q1: 87,085 shares 87,085 $8.4M 2.59% -7,559 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 117,484 shares; 2024Q1: 128,293 shares; 2024Q2: 127,570 shares; 2024Q3: 158,406 shares; 2024Q4: 137,978 shares; 2025Q1: 167,548 shares 167,548 $8.15M 2.51% +29,570 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 24,994 shares; 2023Q3: 25,022 shares; 2023Q4: 271,670 shares; 2024Q1: 299,789 shares; 2024Q2: 299,425 shares; 2024Q3: 287,064 shares; 2024Q4: 291,021 shares; 2025Q1: 270,868 shares 270,868 $7.76M 2.39% -20,153 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 138,165 shares; 2024Q1: 160,742 shares; 2024Q2: 164,278 shares; 2024Q3: 169,064 shares; 2024Q4: 163,522 shares; 2025Q1: 160,506 shares 160,506 $7.43M 2.29% -3,016 Timeline XLE 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; 2023Q2: 61,783 shares; 2023Q3: 61,609 shares; 2023Q4: 60,094 shares; 2024Q1: 66,904 shares; 2024Q2: 65,100 shares; 2024Q3: 74,979 shares; 2024Q4: 69,824 shares; 2025Q1: 77,961 shares 77,961 $7.29M 2.25% +8,137 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 138,501 shares; 2023Q3: 137,340 shares; 2023Q4: 163,637 shares; 2024Q1: 177,131 shares; 2024Q2: 177,175 shares; 2024Q3: 177,925 shares; 2024Q4: 168,766 shares; 2025Q1: 242,846 shares 242,846 $7.14M 2.2% +74,080 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 156,695 shares; 2023Q3: 151,831 shares; 2023Q4: 128,198 shares; 2024Q1: 267,314 shares; 2024Q2: 242,011 shares; 2024Q3: 213,454 shares; 2024Q4: 93,589 shares; 2025Q1: 300,398 shares 300,398 $6.92M 2.13% +206,809 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; 2023Q2: 39,047 shares; 2023Q3: 38,919 shares; 2023Q4: 38,115 shares; 2024Q1: 43,420 shares; 2024Q2: 39,135 shares; 2024Q3: 43,353 shares; 2024Q4: 39,680 shares; 2025Q1: 57,420 shares 57,420 $6.83M 2.1% +17,740 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 37,075 shares; 2023Q3: 36,835 shares; 2023Q4: 38,130 shares; 2024Q1: 37,965 shares; 2024Q2: 37,955 shares; 2024Q3: 33,714 shares; 2024Q4: 34,530 shares; 2025Q1: 27,583 shares 27,583 $6.83M 2.1% -6,947 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 43,292 shares; 2023Q3: 43,248 shares; 2023Q4: 180,326 shares; 2024Q1: 220,094 shares; 2024Q2: 224,001 shares; 2024Q3: 244,359 shares; 2024Q4: 211,084 shares; 2025Q1: 244,786 shares 244,786 $5.63M 1.73% +33,702 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 91,630 shares; 2023Q3: 88,742 shares; 2023Q4: 44,188 shares; 2024Q1: 82,018 shares; 2024Q2: 73,889 shares; 2024Q3: 67,911 shares; 2024Q4: 25,433 shares; 2025Q1: 113,095 shares 113,095 $5.15M 1.59% +87,662 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 24,621 shares; 2023Q3: 24,362 shares; 2023Q4: 21,421 shares; 2024Q1: 28,824 shares; 2024Q2: 29,507 shares; 2024Q3: 29,997 shares; 2024Q4: 30,520 shares; 2025Q1: 21,137 shares 21,137 $4.63M 1.43% -9,383 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 88,938 shares; 2024Q1: 94,365 shares; 2024Q2: 94,630 shares; 2024Q3: 109,646 shares; 2024Q4: 109,306 shares; 2025Q1: 118,195 shares 118,195 $4.4M 1.36% +8,889 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 41,412 shares; 2023Q3: 39,720 shares; 2023Q4: 22,962 shares; 2024Q1: 42,049 shares; 2024Q2: 43,273 shares; 2024Q3: 42,926 shares; 2024Q4: 20,054 shares; 2025Q1: 48,181 shares 48,181 $4.33M 1.33% +28,127 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 70,060 shares; 2023Q3: 67,729 shares; 2023Q4: 58,607 shares; 2024Q1: 67,614 shares; 2024Q2: 65,589 shares; 2024Q3: 67,172 shares; 2024Q4: 67,482 shares; 2025Q1: 60,253 shares 60,253 $4.28M 1.32% -7,229 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 60,561 shares; 2023Q3: 59,220 shares; 2023Q4: 49,303 shares; 2024Q1: 75,066 shares; 2024Q2: 100,825 shares; 2024Q3: 100,696 shares; 2024Q4: 99,708 shares; 2025Q1: 103,686 shares 103,686 $4.27M 1.31% +3,978 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 105,055 shares; 2023Q3: 103,757 shares; 2023Q4: 115,844 shares; 2024Q1: 109,314 shares; 2024Q2: 105,269 shares; 2024Q3: 99,680 shares; 2024Q4: 100,544 shares; 2025Q1: 108,285 shares 108,285 $4.24M 1.31% +7,741 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; 2023Q2: 25,182 shares; 2023Q3: 25,011 shares; 2023Q4: 23,871 shares; 2024Q1: 21,333 shares; 2024Q2: 20,626 shares; 2024Q3: 19,666 shares; 2024Q4: 19,680 shares; 2025Q1: 17,154 shares 17,154 $4.21M 1.3% -2,526 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 84,860 shares; 2023Q3: 84,064 shares; 2023Q4: 83,412 shares; 2024Q1: 91,140 shares; 2024Q2: 88,299 shares; 2024Q3: 83,325 shares; 2024Q4: 82,808 shares; 2025Q1: 65,455 shares 65,455 $3.91M 1.21% -17,353 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 122,761 shares; 2023Q3: 122,690 shares; 2023Q4: 142,497 shares; 2024Q1: 158,798 shares; 2024Q2: 153,491 shares; 2024Q3: 151,385 shares; 2024Q4: 150,112 shares; 2025Q1: 132,163 shares 132,163 $3.77M 1.16% -17,949 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 21,247 shares; 2024Q1: 22,587 shares; 2024Q2: 23,405 shares; 2024Q3: 23,352 shares; 2024Q4: 23,528 shares; 2025Q1: 24,693 shares 24,693 $3.54M 1.09% +1,165 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; 2023Q2: 43,183 shares; 2023Q3: 42,318 shares; 2023Q4: 30,512 shares; 2024Q1: 40,919 shares; 2024Q2: 41,638 shares; 2024Q3: 42,795 shares; 2024Q4: 41,759 shares; 2025Q1: 84,116 shares 84,116 $3.52M 1.08% +42,357 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 109,428 shares; 2023Q3: 105,536 shares; 2023Q4: 78,400 shares; 2024Q1: 103,974 shares; 2024Q2: 107,299 shares; 2024Q3: 98,115 shares; 2024Q4: 97,595 shares; 2025Q1: 119,794 shares 119,794 $3.39M 1.04% +22,199 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; 2023Q2: 7,198 shares; 2023Q3: 7,172 shares; 2023Q4: 6,297 shares; 2024Q1: 6,928 shares; 2024Q2: 7,227 shares; 2024Q3: 5,173 shares; 2024Q4: 3,929 shares; 2025Q1: 6,289 shares 6,289 $3.29M 1.02% +2,360 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; 2023Q2: 4,277 shares; 2023Q3: 4,128 shares; 2023Q4: 6,012 shares; 2024Q1: 6,688 shares; 2024Q2: 14,292 shares; 2024Q3: 14,408 shares; 2024Q4: 14,621 shares; 2025Q1: 15,109 shares 15,109 $3.2M 0.99% +488 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 15,166 shares; 2023Q3: 15,029 shares; 2023Q4: 10,377 shares; 2024Q1: 32,047 shares; 2024Q2: 15,738 shares; 2024Q3: 13,664 shares; 2024Q4: 13,463 shares; 2025Q1: 36,405 shares 36,405 $3.2M 0.98% +22,942 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,674 shares; 2024Q1: 5,033 shares; 2024Q2: 14,496 shares; 2024Q3: 13,951 shares; 2024Q4: 14,546 shares; 2025Q1: 12,814 shares 12,814 $3.19M 0.98% -1,732 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,850 shares; 2025Q1: 3,361 shares 3,361 $3.18M 0.98% -1,489 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 25,436 shares; 2023Q3: 25,276 shares; 2023Q4: 27,392 shares; 2024Q1: 32,147 shares; 2024Q2: 25,658 shares; 2024Q3: 30,321 shares; 2024Q4: 30,596 shares; 2025Q1: 28,511 shares 28,511 $3.13M 0.96% -2,085 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,920 shares; 2023Q3: 7,883 shares; 2023Q4: 7,716 shares; 2024Q1: 6,945 shares; 2024Q2: 6,972 shares; 2024Q3: 7,480 shares; 2024Q4: 7,611 shares; 2025Q1: 8,208 shares 8,208 $3.08M 0.95% +597 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; 2023Q2: 10,576 shares; 2023Q3: 10,366 shares; 2023Q4: 5,747 shares; 2024Q1: 5,308 shares; 2024Q2: 7,558 shares; 2024Q3: 8,260 shares; 2024Q4: 8,422 shares; 2025Q1: 10,898 shares 10,898 $2.96M 0.91% +2,476 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,313 shares; 2023Q3: 7,313 shares; 2023Q4: 7,610 shares; 2024Q1: 10,360 shares; 2024Q2: 10,387 shares; 2024Q3: 10,387 shares; 2024Q4: 8,099 shares; 2025Q1: 60,264 shares 60,264 $2.94M 0.91% +52,165 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 33,392 shares; 2024Q1: 37,550 shares; 2024Q2: 37,870 shares; 2024Q3: 37,201 shares; 2024Q4: 39,928 shares; 2025Q1: 40,141 shares 40,141 $2.84M 0.88% +213 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,868 shares; 2023Q3: 5,727 shares; 2023Q4: 2,838 shares; 2024Q1: 2,245 shares; 2024Q2: 2,243 shares; 2024Q3: 22,085 shares; 2024Q4: 21,791 shares; 2025Q1: 16,580 shares 16,580 $2.78M 0.86% -5,211 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 12,377 shares; 2024Q1: 11,942 shares; 2024Q2: 13,349 shares; 2024Q3: 11,075 shares; 2024Q4: 10,924 shares; 2025Q1: 12,534 shares 12,534 $2.73M 0.84% +1,610 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,665 shares; 2024Q4: 427 shares; 2025Q1: 3,216 shares 3,216 $2.66M 0.82% +2,789 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 34,987 shares; 2023Q3: 34,436 shares; 2023Q4: 11,402 shares; 2024Q1: 29,641 shares; 2024Q2: 30,232 shares; 2024Q3: 37,489 shares; 2024Q4: 36,094 shares; 2025Q1: 48,717 shares 48,717 $2.48M 0.76% +12,623 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,425 shares; 2023Q3: 10,406 shares; 2023Q4: 9,934 shares; 2024Q1: 11,742 shares; 2024Q2: 11,912 shares; 2024Q3: 13,759 shares; 2024Q4: 12,181 shares; 2025Q1: 13,792 shares 13,792 $2.31M 0.71% +1,611 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 19,191 shares; 2024Q1: 20,263 shares; 2024Q2: 20,541 shares; 2024Q3: 16,743 shares; 2024Q4: 16,585 shares; 2025Q1: 14,586 shares 14,586 $2.23M 0.69% -1,999 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,450 shares; 2023Q3: 3,425 shares; 2023Q4: 3,438 shares; 2024Q1: 3,320 shares; 2024Q2: 3,437 shares; 2024Q3: 3,472 shares; 2024Q4: 3,505 shares; 2025Q1: 7,095 shares 7,095 $2.22M 0.68% +3,590 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 91,537 shares; 2023Q3: 91,608 shares; 2023Q4: 86,123 shares; 2024Q1: 89,706 shares; 2024Q2: 95,732 shares; 2024Q3: 89,652 shares; 2024Q4: 84,229 shares; 2025Q1: 66,918 shares 66,918 $2.18M 0.67% -17,311 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,031 shares; 2023Q3: 9,722 shares; 2023Q4: 5,577 shares; 2024Q1: 11,386 shares; 2024Q2: 11,547 shares; 2024Q3: 12,277 shares; 2024Q4: 5,951 shares; 2025Q1: 25,356 shares 25,356 $2.14M 0.66% +19,405 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 56,334 shares; 2023Q3: 56,242 shares; 2023Q4: 18,145 shares; 2024Q1: 32,536 shares; 2024Q2: 33,189 shares; 2024Q3: 28,918 shares; 2024Q4: 24,051 shares; 2025Q1: 22,799 shares 22,799 $1.86M 0.57% -1,252 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,224 shares; 2023Q3: 7,217 shares; 2023Q4: 8,640 shares; 2024Q1: 9,093 shares; 2024Q2: 9,037 shares; 2024Q3: 9,069 shares; 2024Q4: 9,330 shares; 2025Q1: 9,756 shares 9,756 $1.84M 0.57% +426 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,019 shares 15,019 $1.68M 0.52% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 44,185 shares; 2023Q3: 42,699 shares; 2023Q4: 13,625 shares; 2024Q1: 33,365 shares; 2024Q2: 31,985 shares; 2024Q3: 32,983 shares; 2024Q4: 16,465 shares; 2025Q1: 36,802 shares 36,802 $1.67M 0.51% +20,337 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 34,704 shares; 2023Q3: 33,574 shares; 2023Q4: 11,845 shares; 2024Q1: 26,662 shares; 2024Q2: 20,493 shares; 2024Q3: 25,535 shares; 2024Q4: 8,941 shares; 2025Q1: 35,038 shares 35,038 $1.67M 0.51% +26,097 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,981 shares 14,981 $1.66M 0.51% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,446 shares; 2023Q3: 7,407 shares; 2023Q4: 5,641 shares; 2024Q1: 7,777 shares; 2024Q2: 7,931 shares; 2024Q3: 7,510 shares; 2024Q4: 3,374 shares; 2025Q1: 11,030 shares 11,030 $1.65M 0.51% +7,656 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,641 shares; 2023Q3: 5,434 shares; 2023Q4: 5,406 shares; 2024Q1: 5,309 shares; 2024Q2: 4,933 shares; 2024Q3: 4,940 shares; 2024Q4: 4,956 shares; 2025Q1: 6,058 shares 6,058 $1.65M 0.51% +1,102 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,001 shares; 2024Q3: 2,699 shares; 2024Q4: 1,202 shares; 2025Q1: 4,767 shares 4,767 $1.65M 0.51% +3,565 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,801 shares; 2023Q3: 5,712 shares; 2023Q4: 4,607 shares; 2024Q1: 4,680 shares; 2024Q2: 8,351 shares; 2024Q3: 7,181 shares; 2024Q4: 7,112 shares; 2025Q1: 7,362 shares 7,362 $1.64M 0.5% +250 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; 2023Q2: 2,857 shares; 2023Q3: 2,841 shares; 2023Q4: 2,766 shares; 2024Q1: 2,588 shares; 2024Q2: 2,632 shares; 2024Q3: 3,974 shares; 2024Q4: 4,064 shares; 2025Q1: 4,436 shares 4,436 $1.63M 0.5% +372 Timeline FLLA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 21,377 shares; 2023Q3: 21,230 shares; 2023Q4: 18,205 shares; 2024Q1: 17,894 shares; 2024Q2: 17,616 shares; 2024Q3: 31,440 shares; 2024Q4: not reported; 2025Q1: 80,749 shares 80,749 $1.57M 0.48% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,061 shares; 2023Q3: 9,850 shares; 2023Q4: 7,610 shares; 2024Q1: 8,467 shares; 2024Q2: 8,518 shares; 2024Q3: 6,988 shares; 2024Q4: 7,160 shares; 2025Q1: 6,905 shares 6,905 $1.53M 0.47% -255 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 63,168 shares; 2023Q3: 61,746 shares; 2023Q4: 34,016 shares; 2024Q1: 34,597 shares; 2024Q2: 34,552 shares; 2024Q3: 26,411 shares; 2024Q4: 24,618 shares; 2025Q1: 29,435 shares 29,435 $1.52M 0.47% +4,817 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; 2023Q2: 63,845 shares; 2023Q3: 62,131 shares; 2023Q4: 47,685 shares; 2024Q1: 66,695 shares; 2024Q2: 37,152 shares; 2024Q3: 37,143 shares; 2024Q4: 37,215 shares; 2025Q1: 36,329 shares 36,329 $1.52M 0.47% -886 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,290 shares; 2023Q3: 13,290 shares; 2023Q4: 10,501 shares; 2024Q1: 13,815 shares; 2024Q2: 13,877 shares; 2024Q3: 11,565 shares; 2024Q4: not reported; 2025Q1: 72,283 shares 72,283 $1.46M 0.45% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,397 shares; 2024Q4: 6,538 shares; 2025Q1: 13,997 shares 13,997 $1.41M 0.43% +7,459 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 49,581 shares; 2024Q1: 54,229 shares; 2024Q2: 55,465 shares; 2024Q3: 47,860 shares; 2024Q4: 46,776 shares; 2025Q1: 51,074 shares 51,074 $1.39M 0.43% +4,298 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18,647 shares; 2024Q4: 18,779 shares; 2025Q1: 30,783 shares 30,783 $1.39M 0.43% +12,004 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 31,830 shares; 2023Q3: 31,112 shares; 2023Q4: 33,517 shares; 2024Q1: 36,990 shares; 2024Q2: 37,599 shares; 2024Q3: 35,111 shares; 2024Q4: 35,334 shares; 2025Q1: 12,238 shares 12,238 $1.25M 0.39% -23,096 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,921 shares; 2023Q3: 12,895 shares; 2023Q4: 6,274 shares; 2024Q1: 12,015 shares; 2024Q2: 12,256 shares; 2024Q3: 15,141 shares; 2024Q4: 11,673 shares; 2025Q1: 11,088 shares 11,088 $1.21M 0.37% -585 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; 2023Q2: 44,251 shares; 2023Q3: 43,852 shares; 2023Q4: 37,189 shares; 2024Q1: 40,468 shares; 2024Q2: 43,990 shares; 2024Q3: 45,963 shares; 2024Q4: 16,305 shares; 2025Q1: 30,343 shares 30,343 $1.12M 0.35% +14,038 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; 2023Q2: 6,008 shares; 2023Q3: 5,981 shares; 2023Q4: 5,632 shares; 2024Q1: 5,861 shares; 2024Q2: 5,909 shares; 2024Q3: 5,900 shares; 2024Q4: 5,966 shares; 2025Q1: 6,525 shares 6,525 $1.11M 0.34% +559 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,008 shares 8,008 $1.06M 0.33% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,530 shares 27,530 $1.04M 0.32% new Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 18,361 shares; 2023Q3: 17,793 shares; 2023Q4: 6,573 shares; 2024Q1: 24,499 shares; 2024Q2: 23,135 shares; 2024Q3: 17,293 shares; 2024Q4: 11,603 shares; 2025Q1: 20,213 shares 20,213 $1.03M 0.32% +8,610 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,939 shares; 2023Q3: 1,939 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,703 shares 5,703 $634K 0.2% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 39,180 shares; 2023Q3: 39,122 shares; 2023Q4: not reported; 2024Q1: 11,843 shares; 2024Q2: 11,843 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,997 shares 52,997 $595K 0.18% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,800 shares 14,800 $545K 0.17% new Timeline EWD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 21,980 shares; 2023Q3: 21,950 shares; 2023Q4: 19,908 shares; 2024Q1: 21,852 shares; 2024Q2: 21,843 shares; 2024Q3: 12,341 shares; 2024Q4: 10,558 shares; 2025Q1: 11,784 shares 11,784 $496K 0.15% +1,226 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 17,954 shares; 2023Q3: 17,817 shares; 2023Q4: 10,434 shares; 2024Q1: 18,762 shares; 2024Q2: 7,630 shares; 2024Q3: 7,426 shares; 2024Q4: 3,182 shares; 2025Q1: 1,810 shares 1,810 $300K 0.09% -1,372 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,667 shares; 2024Q2: 3,667 shares; 2024Q3: 3,667 shares; 2024Q4: 3,667 shares; 2025Q1: 3,667 shares 3,667 $295K 0.09% 0 Timeline