AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 119,453 shares; 2024Q1: 119,444 shares; 2024Q2: 118,729 shares; 2024Q3: 118,158 shares; 2024Q4: 115,155 shares; 2025Q1: 114,709 shares; 2025Q2: 114,489 shares; 2025Q3: 64,634 shares 64,634 $16.5M 7.82% -49,855 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 48,337 shares; 2024Q1: 47,891 shares; 2024Q2: 47,548 shares; 2024Q3: 47,544 shares; 2024Q4: 46,738 shares; 2025Q1: 47,055 shares; 2025Q2: 46,629 shares; 2025Q3: 28,171 shares 28,171 $14.6M 6.94% -18,458 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; 2023Q4: 64,544 shares; 2024Q1: 65,285 shares; 2024Q2: 64,907 shares; 2024Q3: 64,619 shares; 2024Q4: 63,973 shares; 2025Q1: 64,100 shares; 2025Q2: 64,080 shares; 2025Q3: 37,574 shares 37,574 $11.9M 5.63% -26,506 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; 2023Q4: 53,438 shares; 2024Q1: 53,268 shares; 2024Q2: 52,360 shares; 2024Q3: 52,155 shares; 2024Q4: 51,014 shares; 2025Q1: 51,182 shares; 2025Q2: 50,930 shares; 2025Q3: 29,859 shares 29,859 $11.2M 5.31% -21,071 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 70,400 shares; 2024Q1: 70,988 shares; 2024Q2: 70,754 shares; 2024Q3: 71,092 shares; 2024Q4: 70,542 shares; 2025Q1: 71,147 shares; 2025Q2: 71,644 shares; 2025Q3: 41,383 shares 41,383 $10.1M 4.78% -30,261 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 20,886 shares; 2024Q1: 21,426 shares; 2024Q2: 21,395 shares; 2024Q3: 21,456 shares; 2024Q4: 21,259 shares; 2025Q1: 21,426 shares; 2025Q2: 21,534 shares; 2025Q3: 12,363 shares 12,363 $9.85M 4.68% -9,171 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 38,218 shares; 2024Q1: 38,598 shares; 2024Q2: 38,206 shares; 2024Q3: 37,225 shares; 2024Q4: 72,775 shares; 2025Q1: 73,107 shares; 2025Q2: 72,985 shares; 2025Q3: 43,971 shares 43,971 $8.95M 4.26% -29,014 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 26,564 shares; 2024Q1: 19,129 shares; 2024Q2: 19,129 shares; 2024Q3: 19,129 shares; 2024Q4: 19,129 shares; 2025Q1: 19,134 shares; 2025Q2: 18,348 shares; 2025Q3: 18,354 shares 18,354 $7.61M 3.62% +6 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; 2023Q4: 43,368 shares; 2024Q1: 44,582 shares; 2024Q2: 44,626 shares; 2024Q3: 44,693 shares; 2024Q4: 45,133 shares; 2025Q1: 45,419 shares; 2025Q2: 45,434 shares; 2025Q3: 26,167 shares 26,167 $7.38M 3.51% -19,267 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 60,756 shares; 2024Q1: 62,784 shares; 2024Q2: 63,060 shares; 2024Q3: 63,242 shares; 2024Q4: 63,271 shares; 2025Q1: 64,220 shares; 2025Q2: 63,846 shares; 2025Q3: 37,054 shares 37,054 $6.2M 2.95% -26,792 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 29,496 shares; 2024Q1: 29,866 shares; 2024Q2: 30,015 shares; 2024Q3: 30,255 shares; 2024Q4: 29,968 shares; 2025Q1: 30,243 shares; 2025Q2: 30,787 shares; 2025Q3: 17,025 shares 17,025 $5.81M 2.76% -13,762 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 18,276 shares; 2024Q1: 108,967 shares; 2024Q2: 111,680 shares; 2024Q3: 112,183 shares; 2024Q4: 113,722 shares; 2025Q1: 112,747 shares; 2025Q2: 117,924 shares; 2025Q3: 65,329 shares 65,329 $5.7M 2.71% -52,595 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 48,799 shares; 2024Q1: 50,634 shares; 2024Q2: 51,084 shares; 2024Q3: 51,285 shares; 2024Q4: 51,452 shares; 2025Q1: 52,711 shares; 2025Q2: 52,886 shares; 2025Q3: 30,739 shares 30,739 $5.7M 2.71% -22,147 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; 2023Q4: 57,859 shares; 2024Q1: 59,274 shares; 2024Q2: 59,796 shares; 2024Q3: 60,030 shares; 2024Q4: 59,938 shares; 2025Q1: 60,876 shares; 2025Q2: 60,779 shares; 2025Q3: 34,517 shares 34,517 $5.3M 2.52% -26,262 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,707 shares; 2024Q1: 11,755 shares; 2024Q2: 11,735 shares; 2024Q3: 11,735 shares; 2024Q4: 11,374 shares; 2025Q1: 11,089 shares; 2025Q2: 10,728 shares; 2025Q3: 6,225 shares 6,225 $4.81M 2.29% -4,503 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; 2023Q4: 18,178 shares; 2024Q1: 18,778 shares; 2024Q2: 18,871 shares; 2024Q3: 19,019 shares; 2024Q4: 19,006 shares; 2025Q1: 19,408 shares; 2025Q2: 19,667 shares; 2025Q3: 11,499 shares 11,499 $4.66M 2.21% -8,168 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,084 shares; 2024Q1: 15,835 shares; 2024Q2: 15,882 shares; 2024Q3: 16,065 shares; 2024Q4: 16,211 shares; 2025Q1: 16,586 shares; 2025Q2: 17,109 shares; 2025Q3: 9,548 shares 9,548 $4.56M 2.17% -7,561 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; 2023Q4: 59,973 shares; 2024Q1: 61,967 shares; 2024Q2: 61,568 shares; 2024Q3: 61,725 shares; 2024Q4: 61,787 shares; 2025Q1: 62,327 shares; 2025Q2: 59,856 shares; 2025Q3: 35,822 shares 35,822 $4.04M 1.92% -24,034 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; 2023Q4: 22,758 shares; 2024Q1: 23,554 shares; 2024Q2: 23,773 shares; 2024Q3: 23,782 shares; 2024Q4: 23,903 shares; 2025Q1: 24,323 shares; 2025Q2: 24,469 shares; 2025Q3: 15,217 shares 15,217 $3.6M 1.71% -9,252 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,645 shares; 2025Q2: 22,668 shares; 2025Q3: 13,970 shares 13,970 $3.31M 1.57% -8,698 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,468 shares; 2024Q1: 10,699 shares; 2024Q2: 10,740 shares; 2024Q3: 10,736 shares; 2024Q4: 10,793 shares; 2025Q1: 10,938 shares; 2025Q2: 11,228 shares; 2025Q3: 6,344 shares 6,344 $3.08M 1.46% -4,884 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 21,918 shares; 2024Q1: 22,343 shares; 2024Q2: 22,450 shares; 2024Q3: 22,508 shares; 2024Q4: 22,240 shares; 2025Q1: 22,480 shares; 2025Q2: 22,458 shares; 2025Q3: 12,748 shares 12,748 $3.01M 1.43% -9,710 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 28,148 shares; 2024Q1: 28,875 shares; 2024Q2: 28,921 shares; 2024Q3: 28,477 shares; 2024Q4: 26,823 shares; 2025Q1: 26,348 shares; 2025Q2: 24,725 shares; 2025Q3: 13,529 shares 13,529 $2.92M 1.39% -11,196 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; 2023Q4: 40,365 shares; 2024Q1: 42,155 shares; 2024Q2: 42,756 shares; 2024Q3: 42,891 shares; 2024Q4: 43,299 shares; 2025Q1: 43,735 shares; 2025Q2: 44,570 shares; 2025Q3: 24,927 shares 24,927 $2.85M 1.36% -19,643 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,613 shares; 2024Q1: 14,703 shares; 2024Q2: 14,701 shares; 2024Q3: 14,858 shares; 2024Q4: 15,085 shares; 2025Q1: 14,909 shares; 2025Q2: 14,874 shares; 2025Q3: 11,737 shares 11,737 $2.45M 1.16% -3,137 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 16,413 shares; 2024Q1: 16,413 shares; 2024Q2: 16,114 shares; 2024Q3: 16,058 shares; 2024Q4: 16,029 shares; 2025Q1: 15,969 shares; 2025Q2: 14,676 shares; 2025Q3: 10,944 shares 10,944 $2.04M 0.97% -3,732 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; 2023Q4: 10,648 shares; 2024Q1: 11,650 shares; 2024Q2: 11,860 shares; 2024Q3: 12,169 shares; 2024Q4: 12,374 shares; 2025Q1: 12,939 shares; 2025Q2: 13,531 shares; 2025Q3: 7,893 shares 7,893 $1.95M 0.93% -5,638 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; 2023Q4: 31,442 shares; 2024Q1: 52,235 shares; 2024Q2: 55,284 shares; 2024Q3: 55,958 shares; 2024Q4: 57,360 shares; 2025Q1: 56,854 shares; 2025Q2: 61,403 shares; 2025Q3: 35,531 shares 35,531 $1.93M 0.92% -25,872 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,495 shares; 2024Q1: 8,584 shares; 2024Q2: 8,543 shares; 2024Q3: 8,517 shares; 2024Q4: 8,553 shares; 2025Q1: 8,543 shares; 2025Q2: 8,480 shares; 2025Q3: 6,095 shares 6,095 $1.79M 0.85% -2,385 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; 2023Q4: 1,719 shares; 2024Q1: 6,378 shares; 2024Q2: 7,697 shares; 2024Q3: 8,442 shares; 2024Q4: 9,289 shares; 2025Q1: 10,244 shares; 2025Q2: 10,704 shares; 2025Q3: 5,455 shares 5,455 $1.79M 0.85% -5,249 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,437 shares; 2024Q1: 6,437 shares; 2024Q2: 6,232 shares; 2024Q3: 6,206 shares; 2024Q4: 6,197 shares; 2025Q1: 6,206 shares; 2025Q2: 6,275 shares; 2025Q3: 5,829 shares 5,829 $1.73M 0.82% -446 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,788 shares; 2024Q1: 10,768 shares; 2024Q2: 10,879 shares; 2024Q3: 10,836 shares; 2024Q4: 10,709 shares; 2025Q1: 10,813 shares; 2025Q2: 10,847 shares; 2025Q3: 9,880 shares 9,880 $1.72M 0.82% -967 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,117 shares; 2024Q1: 1,015 shares; 2024Q2: 10,323 shares; 2024Q3: 10,742 shares; 2024Q4: 10,621 shares; 2025Q1: 10,737 shares; 2025Q2: 11,889 shares; 2025Q3: 8,999 shares 8,999 $1.68M 0.8% -2,890 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,285 shares; 2024Q1: 17,830 shares; 2024Q2: 20,787 shares; 2024Q3: 21,674 shares; 2024Q4: 26,135 shares; 2025Q1: 29,211 shares; 2025Q2: 30,012 shares; 2025Q3: 21,314 shares 21,314 $1.66M 0.79% -8,698 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; 2023Q4: 10,363 shares; 2024Q1: 9,774 shares; 2024Q2: 9,645 shares; 2024Q3: 9,635 shares; 2024Q4: 9,295 shares; 2025Q1: 9,290 shares; 2025Q2: 9,533 shares; 2025Q3: 7,460 shares 7,460 $1.64M 0.78% -2,073 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; 2023Q4: 20,405 shares; 2024Q1: 18,570 shares; 2024Q2: 19,025 shares; 2024Q3: 19,089 shares; 2024Q4: 19,064 shares; 2025Q1: 19,289 shares; 2025Q2: 19,660 shares; 2025Q3: 19,128 shares 19,128 $1.53M 0.73% -532 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; 2023Q4: 3,285 shares; 2024Q1: 3,353 shares; 2024Q2: 3,348 shares; 2024Q3: 3,333 shares; 2024Q4: 3,323 shares; 2025Q1: 3,325 shares; 2025Q2: 3,519 shares; 2025Q3: 2,081 shares 2,081 $1.53M 0.73% -1,438 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 30,474 shares; 2024Q1: 32,629 shares; 2024Q2: 32,627 shares; 2024Q3: 32,187 shares; 2024Q4: 32,018 shares; 2025Q1: 30,932 shares; 2025Q2: 31,859 shares; 2025Q3: 24,834 shares 24,834 $1.49M 0.71% -7,025 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,543 shares; 2024Q1: 9,469 shares; 2024Q2: 9,346 shares; 2024Q3: 8,814 shares; 2024Q4: 8,583 shares; 2025Q1: 8,187 shares; 2025Q2: 7,939 shares; 2025Q3: 6,172 shares 6,172 $1.43M 0.68% -1,767 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 11,799 shares; 2024Q2: 14,255 shares; 2024Q3: 15,544 shares; 2024Q4: 17,868 shares; 2025Q1: 22,336 shares; 2025Q2: 25,023 shares; 2025Q3: 12,929 shares 12,929 $1.25M 0.59% -12,094 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,990 shares; 2024Q1: 5,992 shares; 2024Q2: 6,653 shares; 2024Q3: 6,750 shares; 2024Q4: 7,083 shares; 2025Q1: 7,057 shares; 2025Q2: 7,277 shares; 2025Q3: 2,741 shares 2,741 $1.19M 0.57% -4,536 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,167 shares; 2024Q1: 10,901 shares; 2024Q2: 10,492 shares; 2024Q3: 9,992 shares; 2024Q4: 9,542 shares; 2025Q1: 9,142 shares; 2025Q2: 8,744 shares; 2025Q3: 6,724 shares 6,724 $901K 0.43% -2,020 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,743 shares; 2024Q1: 11,643 shares; 2024Q2: 11,043 shares; 2024Q3: 11,043 shares; 2024Q4: 11,043 shares; 2025Q1: 11,043 shares; 2025Q2: 11,043 shares; 2025Q3: 9,495 shares 9,495 $887K 0.42% -1,548 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 8,845 shares; 2024Q1: 8,963 shares; 2024Q2: 8,705 shares; 2024Q3: 8,624 shares; 2024Q4: 8,627 shares; 2025Q1: 8,604 shares; 2025Q2: 7,492 shares; 2025Q3: 5,680 shares 5,680 $882K 0.42% -1,812 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,055 shares; 2024Q1: 9,055 shares; 2024Q2: 9,055 shares; 2024Q3: 9,055 shares; 2024Q4: 9,055 shares; 2025Q1: 9,055 shares; 2025Q2: 9,055 shares; 2025Q3: 9,055 shares 9,055 $858K 0.41% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 52,183 shares; 2024Q1: 47,647 shares; 2024Q2: 45,732 shares; 2024Q3: 43,987 shares; 2024Q4: 42,257 shares; 2025Q1: 42,115 shares; 2025Q2: 40,491 shares; 2025Q3: 18,889 shares 18,889 $852K 0.4% -21,602 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,422 shares; 2024Q1: 1,322 shares; 2024Q2: 1,322 shares; 2024Q3: 1,322 shares; 2024Q4: 1,297 shares; 2025Q1: 1,297 shares; 2025Q2: 1,287 shares; 2025Q3: 1,250 shares 1,250 $833K 0.4% -37 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 11,429 shares; 2024Q2: 13,284 shares; 2024Q3: 13,778 shares; 2024Q4: 15,703 shares; 2025Q1: 18,427 shares; 2025Q2: 19,065 shares; 2025Q3: 8,059 shares 8,059 $831K 0.39% -11,006 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; 2023Q4: 4,063 shares; 2024Q1: 3,696 shares; 2024Q2: 3,686 shares; 2024Q3: 4,063 shares; 2024Q4: 4,068 shares; 2025Q1: 4,283 shares; 2025Q2: 5,036 shares; 2025Q3: 2,823 shares 2,823 $718K 0.34% -2,213 Timeline JMEE 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; 2023Q4: not reported; 2024Q1: 11,551 shares; 2024Q2: 14,625 shares; 2024Q3: 16,219 shares; 2024Q4: 19,024 shares; 2025Q1: 24,723 shares; 2025Q2: 26,064 shares; 2025Q3: 11,278 shares 11,278 $715K 0.34% -14,786 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,692 shares; 2024Q1: 1,764 shares; 2024Q2: 1,805 shares; 2024Q3: 1,930 shares; 2024Q4: 2,151 shares; 2025Q1: 2,257 shares; 2025Q2: 2,669 shares; 2025Q3: 2,415 shares 2,415 $681K 0.32% -254 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,768 shares; 2024Q1: 6,803 shares; 2024Q2: 6,650 shares; 2024Q3: 6,395 shares; 2024Q4: 6,395 shares; 2025Q1: 6,434 shares; 2025Q2: 5,968 shares; 2025Q3: 4,130 shares 4,130 $580K 0.28% -1,838 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 675 shares; 2024Q1: 755 shares; 2024Q2: 755 shares; 2024Q3: 755 shares; 2024Q4: 755 shares; 2025Q1: 1,113 shares; 2025Q2: 1,113 shares; 2025Q3: 823 shares 823 $551K 0.26% -290 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 1,453 shares; 2024Q2: 1,453 shares; 2024Q3: 1,453 shares; 2024Q4: 1,463 shares; 2025Q1: 1,483 shares; 2025Q2: 1,483 shares; 2025Q3: 1,533 shares 1,533 $504K 0.24% +50 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,583 shares; 2024Q1: 1,534 shares; 2024Q2: 1,338 shares; 2024Q3: 1,413 shares; 2024Q4: 1,407 shares; 2025Q1: 1,428 shares; 2025Q2: 1,421 shares; 2025Q3: 1,085 shares 1,085 $483K 0.23% -336 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; 2023Q4: 2,766 shares; 2024Q1: 2,099 shares; 2024Q2: 2,099 shares; 2024Q3: 1,849 shares; 2024Q4: 1,849 shares; 2025Q1: 1,849 shares; 2025Q2: 1,849 shares; 2025Q3: 910 shares 910 $457K 0.22% -939 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; 2023Q4: 1,099 shares; 2024Q1: 1,064 shares; 2024Q2: 1,107 shares; 2024Q3: 939 shares; 2024Q4: 857 shares; 2025Q1: 863 shares; 2025Q2: 886 shares; 2025Q3: 868 shares 868 $416K 0.2% -18 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; 2023Q4: 8,837 shares; 2024Q1: 8,890 shares; 2024Q2: 7,882 shares; 2024Q3: 7,882 shares; 2024Q4: 7,882 shares; 2025Q1: 7,882 shares; 2025Q2: 7,242 shares; 2025Q3: 5,910 shares 5,910 $404K 0.19% -1,332 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,013 shares; 2024Q1: 2,038 shares; 2024Q2: 2,038 shares; 2024Q3: 2,038 shares; 2024Q4: 2,038 shares; 2025Q1: 2,038 shares; 2025Q2: 2,014 shares; 2025Q3: 1,326 shares 1,326 $389K 0.19% -688 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,714 shares; 2024Q1: 1,726 shares; 2024Q2: 1,740 shares; 2024Q3: 1,777 shares; 2024Q4: 1,741 shares; 2025Q1: 1,758 shares; 2025Q2: 1,736 shares; 2025Q3: 1,588 shares 1,588 $387K 0.18% -148 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 31,400 shares; 2024Q1: 30,328 shares; 2024Q2: 29,529 shares; 2024Q3: 28,531 shares; 2024Q4: 28,407 shares; 2025Q1: 28,339 shares; 2025Q2: 28,365 shares; 2025Q3: 21,900 shares 21,900 $378K 0.18% -6,465 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; 2023Q4: 818 shares; 2024Q1: 747 shares; 2024Q2: 747 shares; 2024Q3: 758 shares; 2024Q4: 746 shares; 2025Q1: 747 shares; 2025Q2: 748 shares; 2025Q3: 495 shares 495 $375K 0.18% -253 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 16,996 shares; 2024Q2: 21,242 shares; 2024Q3: 24,277 shares; 2024Q4: 31,122 shares; 2025Q1: 30,318 shares; 2025Q2: 33,408 shares; 2025Q3: 12,759 shares 12,759 $374K 0.18% -20,649 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,035 shares; 2024Q1: 10,035 shares; 2024Q2: 9,885 shares; 2024Q3: 9,885 shares; 2024Q4: 9,885 shares; 2025Q1: 9,885 shares; 2025Q2: 9,885 shares; 2025Q3: 6,835 shares 6,835 $365K 0.17% -3,050 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,970 shares; 2024Q1: 1,970 shares; 2024Q2: 1,970 shares; 2024Q3: 1,970 shares; 2024Q4: 1,970 shares; 2025Q1: 1,970 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares 1,870 $360K 0.17% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,947 shares; 2024Q1: 5,172 shares; 2024Q2: 5,022 shares; 2024Q3: 4,922 shares; 2024Q4: 4,922 shares; 2025Q1: 4,972 shares; 2025Q2: 4,972 shares; 2025Q3: 4,972 shares 4,972 $354K 0.17% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,786 shares; 2024Q1: 2,786 shares; 2024Q2: 2,786 shares; 2024Q3: 2,686 shares; 2024Q4: 2,686 shares; 2025Q1: 2,692 shares; 2025Q2: 2,698 shares; 2025Q3: 2,128 shares 2,128 $345K 0.16% -570 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,256 shares; 2024Q1: 1,137 shares; 2024Q2: 1,137 shares; 2024Q3: 1,082 shares; 2024Q4: 1,182 shares; 2025Q1: 1,172 shares; 2025Q2: 1,172 shares; 2025Q3: 550 shares 550 $337K 0.16% -622 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 821 shares; 2024Q1: 733 shares; 2024Q2: 713 shares; 2024Q3: 658 shares; 2024Q4: 658 shares; 2025Q1: 658 shares; 2025Q2: 715 shares; 2025Q3: 523 shares 523 $314K 0.15% -192 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,283 shares; 2024Q1: 1,268 shares; 2024Q2: 1,265 shares; 2024Q3: 1,262 shares; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,221 shares; 2025Q3: 880 shares 880 $305K 0.14% -341 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 6,787 shares; 2024Q1: 6,787 shares; 2024Q2: 6,787 shares; 2024Q3: 5,973 shares; 2024Q4: 5,973 shares; 2025Q1: 6,002 shares; 2025Q2: 5,759 shares; 2025Q3: 4,057 shares 4,057 $268K 0.13% -1,702 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,750 shares; 2025Q3: 1,400 shares 1,400 $255K 0.12% -350 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; 2023Q4: 11,819 shares; 2024Q1: 11,880 shares; 2024Q2: 11,129 shares; 2024Q3: 9,879 shares; 2024Q4: 9,361 shares; 2025Q1: 9,411 shares; 2025Q2: 9,371 shares; 2025Q3: 5,652 shares 5,652 $248K 0.12% -3,719 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 358 shares; 2024Q1: 366 shares; 2024Q2: 348 shares; 2024Q3: 369 shares; 2024Q4: 369 shares; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 249 shares 249 $230K 0.11% -99 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,412 shares 1,412 $224K 0.11% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,111 shares; 2024Q1: 1,971 shares; 2024Q2: 1,971 shares; 2024Q3: 1,971 shares; 2024Q4: 1,971 shares; 2025Q1: 1,971 shares; 2025Q2: 1,671 shares; 2025Q3: 1,020 shares 1,020 $208K 0.1% -651 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 22,050 shares; 2024Q1: 22,050 shares; 2024Q2: 22,050 shares; 2024Q3: 22,050 shares; 2024Q4: 10,800 shares; 2025Q1: 11,596 shares; 2025Q2: 6,200 shares; 2025Q3: 4,515 shares 4,515 $207K 0.1% -1,685 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,050 shares; 2024Q4: not reported; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares 2,050 $206K 0.1% 0 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; 2023Q4: 7,395 shares; 2024Q1: 7,245 shares; 2024Q2: 7,256 shares; 2024Q3: 7,262 shares; 2024Q4: 6,376 shares; 2025Q1: 6,382 shares; 2025Q2: 6,387 shares; 2025Q3: 3,951 shares 3,951 $204K 0.1% -2,436 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 228 shares; 2024Q2: 227 shares; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 217 shares; 2025Q2: 200 shares; 2025Q3: 212 shares 212 $202K 0.1% +12 Timeline