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Legacy Private Trust Co. Portfolio
$1.8B across 272 positions as of 2026-09-30, with 46% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+10.5%
-4.0% a year vs the S&P 500
3 years
+17.4%
-3.9% a year vs the S&P 500
5 years
+8.6%
-3.6% a year vs the S&P 500
Quarters ahead
4 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.7% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.4% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.4% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.0% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.1% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.8% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.4% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +0.7% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| IVViShares Core S&P 500 ETF | $247.9M | 13.6% | 323,682 |
| VTIVanguard Total Stock Market ETF | $173.3M | 9.5% | 463,081 |
| VEAVanguard FTSE Developed Markets ETF | $81.1M | 4.4% | 1,148,916 |
| AAPLApple Inc | $59.7M | 3.3% | 179,317 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $56.5M | 3.1% | 613,626 |
| NVDANVIDIA Corp | $54.5M | 3.0% | 238,578 |
| BNDVanguard Total Bond Market ETF | $45.3M | 2.5% | 645,234 |
| BONDPIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund | $41.9M | 2.3% | 481,440 |
| GOOGLAlphabet Inc | $38.4M | 2.1% | 111,550 |
| VXFVanguard Extended Market ETF | $37.4M | 2.0% | 161,577 |
| SCHBSchwab U.S. Broad Market ETF | $36.6M | 2.0% | 1,249,599 |
| MSFTMicrosoft Corp | $35.8M | 2.0% | 69,722 |
| MUBiShares National Muni Bond ETF | $31.8M | 1.7% | 314,808 |
| AVGOBroadcom Inc | $30.2M | 1.7% | 85,932 |
| VWOVanguard FTSE Emerging Markets ETF | $27.5M | 1.5% | 463,723 |
| JPMJPMorgan Chase & Co | $24.4M | 1.3% | 73,881 |
| LLYEli Lilly and Co | $23.9M | 1.3% | 20,675 |
| AMZNAmazon.com Inc | $23M | 1.3% | 92,384 |
| JMBSJANUS DETROIT STR TR | $22.6M | 1.2% | 533,881 |
| AGGiShares Core U.S. Aggregate Bond ETF | $19.6M | 1.1% | 207,809 |
| VXUSVanguard Total International Stock ETF | $18.2M | 1.0% | 213,841 |
| METAMeta Platforms Inc | $16.9M | 0.9% | 23,364 |
| ACWXiShares MSCI ACWI ex U.S. ETF | $16.9M | 0.9% | 223,643 |
| VOOVanguard S&P 500 ETF | $13.6M | 0.7% | 19,347 |
| IBTIiShares iBonds Dec 2028 Term Treasury ETF | $12.6M | 0.7% | 574,637 |
| IBTJiShares iBonds Dec 2029 Term Treasury ETF | $11.7M | 0.6% | 549,620 |
| JPSTJPMorgan Ultra-Short Income ETF | $11.1M | 0.6% | 220,894 |
| WFCWells Fargo & Co | $11.1M | 0.6% | 138,092 |
| UNPUnion Pacific Corp | $10.9M | 0.6% | 40,189 |
| ISHARES TR | $10.8M | 0.6% | 571,288 |
| INVESCO EXCH TRD SLF IDX FD | $10.8M | 0.6% | 554,202 |
| SCHXSchwab U.S. Large-Cap ETF | $10.8M | 0.6% | 360,828 |
| MAMastercard Inc | $10.6M | 0.6% | 19,217 |
| WMTWalmart Inc | $10.5M | 0.6% | 101,472 |
| PANWPalo Alto Networks Inc | $9.9M | 0.5% | 25,026 |
| IDEViShares Core MSCI International Developed Markets ETF | $9.9M | 0.5% | 110,211 |
| SPHQInvesco S&P 500 Quality ETF | $9.7M | 0.5% | 115,644 |
| LLYEli Lilly and Coput — a bet against | $9.5M | 0.5% | 8,200 |
| JNJJohnson & Johnson | $9.4M | 0.5% | 35,676 |
| SCHFSchwab International Equity ETF | $9.3M | 0.5% | 339,433 |
| GSGoldman Sachs Group Inc | $9.3M | 0.5% | 10,308 |
| MCKMcKesson Corp | $9.2M | 0.5% | 10,734 |
| ISHARES TR | $9.1M | 0.5% | 467,052 |
| XLKState Street Technology Select Sector SPDR ETF | $9M | 0.5% | 45,826 |
| ABBVAbbVie Inc | $8.7M | 0.5% | 33,361 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $8.5M | 0.5% | 83,485 |
| ISHARES TR | $8.3M | 0.5% | 381,845 |
| GEGeneral Electric Co | $8.3M | 0.5% | 26,576 |
| CVXChevron Corp | $8.2M | 0.4% | 40,099 |
| COSTCostco Wholesale Corp | $8.1M | 0.4% | 8,922 |
| TLTiShares 20+ Year Treasury Bond ETF | $7.7M | 0.4% | 99,639 |
| TMOThermo Fisher Scientific Inc | $7.4M | 0.4% | 10,913 |
| IJRiShares Core S&P Small-Cap ETF | $7M | 0.4% | 51,429 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $6.9M | 0.4% | 127,975 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $6.9M | 0.4% | 41,276 |
| ISHARES TR | $6.7M | 0.4% | 290,298 |
| J P MORGAN EXCHANGE TRADED F | $6.7M | 0.4% | 90,444 |
| MORGAN STANLEY ETF TRUST | $6.6M | 0.4% | 130,975 |
| RSPTInvesco S&P 500 Equal Weight Technology ETF | $6.5M | 0.4% | 98,663 |
| WFCWells Fargo & Coput — a bet against | $6.3M | 0.3% | 78,700 |
| SCHDSchwab US Dividend Equity ETF | $6.1M | 0.3% | 189,049 |
| TSLATesla Inc | $6.1M | 0.3% | 17,265 |
| BANK FIRST CORP | $6M | 0.3% | 40,420 |
| BACBank of America Corp | $5.5M | 0.3% | 100,235 |
| ISHARES TR | $5.4M | 0.3% | 52,281 |
| VVisa Inc | $5.4M | 0.3% | 14,901 |
| LINDE PLC | $5.3M | 0.3% | 11,097 |
| XOMExxonmobil Holdings Corp | $5.1M | 0.3% | 31,521 |
| COPConocoPhillips | $5.1M | 0.3% | 40,692 |
| ASBAssociated Banc-Corp | $5M | 0.3% | 176,150 |
| CGMUCapital Group Municipal Income ETF | $4.8M | 0.3% | 184,373 |
| XLUState Street Utilities Select Sector SPDR ETF | $4.7M | 0.3% | 119,936 |
| PHParker-Hannifin Corp | $4.6M | 0.3% | 4,797 |
| GOOGAlphabet Inc | $4.5M | 0.2% | 13,349 |
| PROSHARES TR | $4.4M | 0.2% | 50,801 |
| UNHUnitedHealth Group Inc | $4.4M | 0.2% | 11,929 |
| XLREReal Estate Select Sector SPDR Fund | $4.4M | 0.2% | 106,422 |
| MUNIPIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $4.3M | 0.2% | 87,030 |
| IJHiShares Core S&P Mid-Cap ETF | $4.2M | 0.2% | 58,155 |
| LOWLowe's Companies Inc | $4.2M | 0.2% | 22,613 |
| BRK.BBerkshire Hathaway Inc | $4.1M | 0.2% | 8,269 |
| TJXTJX Companies Inc | $4.1M | 0.2% | 30,914 |
| PRFInvesco FTSE RAFI US 1000 ETF | $4.1M | 0.2% | 74,708 |
| BSCQINVESCO EXCH TRD SLF IDX FD | $4M | 0.2% | 206,455 |
| AMPAmeriprise Financial Inc | $3.9M | 0.2% | 7,976 |
| TXNTexas Instruments Inc | $3.8M | 0.2% | 13,474 |
| CSCOCisco Systems Inc | $3.7M | 0.2% | 34,167 |
| UBERUber Technologies Inc | $3.5M | 0.2% | 51,143 |
| HDHome Depot Inc | $3.4M | 0.2% | 12,111 |
| LISTED FDS TR | $3.3M | 0.2% | 58,911 |
| NFLXNetflix Inc | $3.3M | 0.2% | 47,609 |
| BABoeing Co | $3.2M | 0.2% | 17,325 |
| IBTHiShares iBonds Dec 2027 Term Treasury ETF | $3.1M | 0.2% | 138,347 |
| NICOLET BANKSHARES INC | $3.1M | 0.2% | 18,717 |
| KMBKimberly-Clark Corp | $3M | 0.2% | 30,811 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $3M | 0.2% | 38,038 |
| USMViShares MSCI USA Min Vol Factor ETF | $2.9M | 0.2% | 30,259 |
| XLBMaterials Select Sector SPDR | $2.9M | 0.2% | 59,532 |
| USBUS Bancorp | $2.8M | 0.2% | 49,159 |
| BLKBlackRock Inc | $2.8M | 0.2% | 2,680 |
| IYWiShares U.S. Technology ETF | $2.8M | 0.2% | 10,561 |
| INVESCO EXCHANGE TRADED FD T | $2.7M | 0.1% | 52,095 |
| DHRDanaher Corp | $2.7M | 0.1% | 12,285 |
| EMREmerson Electric Co | $2.7M | 0.1% | 17,475 |
| DISWalt Disney Co | $2.7M | 0.1% | 25,747 |
| GLWCorning Inc | $2.6M | 0.1% | 17,108 |
| JEPIJPMorgan Equity Premium Income ETF | $2.6M | 0.1% | 46,277 |
| ABTAbbott Laboratories | $2.6M | 0.1% | 26,104 |
| MTUMiShares MSCI USA Momentum Factor ETF | $2.6M | 0.1% | 8,108 |
| MRKMerck & Co Inc | $2.4M | 0.1% | 16,507 |
| EATON CORP PLC | $2.4M | 0.1% | 5,471 |
| PGRProgressive Corp | $2.3M | 0.1% | 11,326 |
| ARKKARK Innovation ETF | $2.3M | 0.1% | 26,009 |
| CATCaterpillar Inc | $2.3M | 0.1% | 2,851 |
| MCDMcDonald's Corp | $2.3M | 0.1% | 9,849 |
| INVESCO EXCH TRD SLF IDX FD | $2.3M | 0.1% | 97,538 |
| VVVanguard Large-Cap ETF | $2.2M | 0.1% | 6,264 |
| TLHiShares 10-20 Year Treasury Bond ETF | $2.2M | 0.1% | 23,874 |
| JMSTJPMorgan Ultra-Short Municipal Income ETF | $2.2M | 0.1% | 43,433 |
| KOCoca-Cola Co | $2.2M | 0.1% | 25,293 |
| LRCXLam Research Corp | $2.2M | 0.1% | 6,617 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $2.1M | 0.1% | 41,977 |
| AAPLApple Incput — a bet against | $2.1M | 0.1% | 6,200 |
| MOAltria Group Inc | $2.1M | 0.1% | 30,613 |
| QCOMQualcomm Inc | $2.1M | 0.1% | 11,163 |
| MUMicron Technology Inc | $2M | 0.1% | 1,878 |
| DVYISHARES TR | $2M | 0.1% | 13,084 |
| ECLEcolab Inc | $1.9M | 0.1% | 6,999 |
| IYRISHARES TR | $1.7M | 0.1% | 18,085 |
| AMCOR PLC | $1.7M | 0.1% | 40,761 |
| NEENextera Energy Inc | $1.7M | 0.1% | 22,059 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $1.6M | 0.1% | 31,012 |
| XLEState Street Energy Select Sector SPDR ETF | $1.5M | 0.1% | 24,690 |
| GEVGE Vernova Inc | $1.5M | 0.1% | 1,585 |
| INVESCO EXCH TRD SLF IDX FD | $1.5M | 0.1% | 65,304 |
| PEGPublic Service Enterprise Group Inc | $1.5M | 0.1% | 21,845 |
| RTXRTX Corp | $1.5M | 0.1% | 7,849 |
| PGProcter & Gamble Co | $1.5M | 0.1% | 10,013 |
| CHUBB LIMITED | $1.4M | 0.1% | 4,445 |
| INVESCO EXCH TRD SLF IDX FD | $1.4M | 0.1% | 64,920 |
| SPYState Street SPDR S&P 500 ETF Trust | $1.4M | 0.1% | 1,891 |
| RSPInvesco S&P 500 Equal Weight ETF | $1.4M | 0.1% | 6,854 |
| QQQMInvesco NASDAQ 100 ETF | $1.4M | 0.1% | 4,654 |
| IEIiShares 3-7 Year Treasury Bond ETF | $1.4M | 0.1% | 12,135 |
| MTDMettler-toledo International Inc | $1.4M | 0.1% | 901 |
| IWBiShares Russell 1000 ETF | $1.4M | 0.1% | 3,264 |
| RSPDInvesco S&P 500 Equal Weight Consumer Discretionary ETF | $1.3M | 0.1% | 24,937 |
| INVESCO EXCH TRD SLF IDX FD | $1.2M | 0.1% | 59,554 |
| FISVFiserv Inc | $1.2M | 0.1% | 27,315 |
| INVESCO EXCH TRD SLF IDX FD | $1.2M | 0.1% | 52,632 |
| TGTTarget Corp | $1.2M | 0.1% | 7,690 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $1.2M | 0.1% | 18,910 |
| PEPPepsiCo Inc | $1.2M | 0.1% | 9,086 |
| BBAGJPMorgan BetaBuilders U.S. Aggregate Bond ETF | $1.1M | 0.1% | 26,038 |
| AMGNAmgen Inc | $1.1M | 0.1% | 2,681 |
| MDYSPDR MidCap Trust Series I | $1.1M | 0.1% | 1,665 |
| WECWEC Energy Group Inc | $1.1M | 0.1% | 10,684 |
| GOLDMAN SACHS ETF TR | $1M | 0.1% | 10,872 |
| HPEHewlett Packard Enterprise Co | $998.2K | 0.1% | 15,623 |
| ISHARES TR | $993.6K | 0.1% | 39,523 |
| CRMSalesforce Inc | $987.6K | 0.1% | 4,302 |
| AFLAflac Inc | $971.3K | 0.1% | 8,689 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $960.2K | 0.1% | 8,822 |
| XLVState Street Health Care Select Sector SPDR ETF | $956.6K | 0.1% | 5,680 |
| IBMInternational Business Machines Corp | $911.6K | 0.0% | 4,145 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $874.5K | 0.0% | 1,917 |
| PSXPhillips 66 | $869.3K | 0.0% | 3,405 |
| VOVanguard Mid-Cap ETF | $861.4K | 0.0% | 10,984 |
| DEDeere & Co | $844.1K | 0.0% | 1,257 |
| APDAir Products and Chemicals Inc | $842.5K | 0.0% | 3,028 |
| IUSGiShares Core S&P U.S. Growth ETF | $838.9K | 0.0% | 4,330 |
| VIGVanguard Div Appreciation ETF | $813.6K | 0.0% | 3,487 |
| INVESCO EXCH TRD SLF IDX FD | $794.4K | 0.0% | 49,219 |
| INVESCO EXCHANGE TRADED FD T | $783.2K | 0.0% | 22,325 |
| VTVVanguard Value ETF | $773.8K | 0.0% | 3,581 |
| SUBiShares Short-Term National Muni Bond ETF | $758.8K | 0.0% | 7,258 |
| IEFiShares 7-10 Year Treasury Bond ETF | $758.5K | 0.0% | 8,493 |
| BRK.ABerkshire Hathaway Inc | $747K | 0.0% | 1 |
| VYMIVanguard International High Dividend Yield ETF | $741.3K | 0.0% | 7,330 |
| MMM3M Co | $740K | 0.0% | 4,508 |
| INVESCO EXCH TRD SLF IDX FD | $733.1K | 0.0% | 31,054 |
| INVESCO EXCH TRD SLF IDX FD | $729.7K | 0.0% | 30,308 |
| IEMGiShares Core MSCI Emerging Markets ETF | $723.8K | 0.0% | 8,918 |
| SPLVInvesco S&P 500 Low Volatility ETF | $722K | 0.0% | 10,240 |
| AZOAutozone Inc | $721.7K | 0.0% | 255 |
| SBUXStarbucks Corp | $709.5K | 0.0% | 7,551 |
| AMDAdvanced Micro Devices Inc | $702.3K | 0.0% | 1,148 |
| IEFAiShares Core MSCI EAFE ETF | $701K | 0.0% | 7,236 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $698.2K | 0.0% | 6,370 |
| VUGVanguard Growth ETF | $694.1K | 0.0% | 7,703 |
| FIRST TR EXCHNG TRADED FD VI | $672.7K | 0.0% | 12,555 |
| PMPhilip Morris International Inc | $669.4K | 0.0% | 3,508 |
| IWFiShares Russell 1000 Growth ETF | $662.6K | 0.0% | 5,290 |
| GDGeneral Dynamics Corp | $652K | 0.0% | 1,965 |
| XLCThe Communication Services Select Sector SPDR Fund | $606.5K | 0.0% | 5,465 |
| STANDEX INTL CORP | $603.5K | 0.0% | 2,210 |
| LMTLockheed Martin Corp | $579.5K | 0.0% | 1,138 |
| VBRVanguard Small-Cap Value ETF | $559.8K | 0.0% | 2,423 |
| MOATVanEck Morningstar Wide Moat ETF | $551.3K | 0.0% | 5,215 |
| VANGUARD WORLD FD | $540.3K | 0.0% | 9,744 |
| GWWWW Grainger Inc | $523.2K | 0.0% | 420 |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | $489.2K | 0.0% | 5,031 |
| BMYBristol-Myers Squibb Co | $477.7K | 0.0% | 7,655 |
| MCOMoody's Corp | $476.8K | 0.0% | 1,050 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $471.2K | 0.0% | 10,600 |
| CMICummins Inc | $462.8K | 0.0% | 896 |
| DTEDTE Energy Co | $462.2K | 0.0% | 3,795 |
| SHWSherwin-Williams Co | $451K | 0.0% | 1,395 |
| XLFState Street Financial Select Sector SPDR ETF | $443.7K | 0.0% | 8,309 |
| TMUST-Mobile US Inc | $441.9K | 0.0% | 2,710 |
| ORCLOracle Corp | $440.5K | 0.0% | 3,208 |
| BKNGBooking Holdings Inc | $432.4K | 0.0% | 2,654 |
| INVESCO EXCH TRD SLF IDX FD | $430.1K | 0.0% | 21,624 |
| AXPAmerican Express Co | $412.1K | 0.0% | 1,355 |
| AEPAmerican Electric Power Company Inc | $407.6K | 0.0% | 3,436 |
| BNBrookfield Corporation Class A Limited Voting Shares | $402.5K | 0.0% | 11,040 |
| ESGVVanguard ESG U.S. Stock ETF | $398.5K | 0.0% | 2,940 |
| INVESCO EXCH TRD SLF IDX FD | $391.9K | 0.0% | 19,475 |
| EVEREST GROUP LTD | $383.4K | 0.0% | 1,050 |
| ROSTRoss Stores Inc | $371.3K | 0.0% | 1,591 |
| CRWDCrowdStrike Holdings Inc | $363K | 0.0% | 1,371 |
| ACCENTURE PLC IRELAND | $361.6K | 0.0% | 1,972 |
| VYMVanguard High Dividend Yield ETF | $349.2K | 0.0% | 2,250 |
| ALLAllstate Corp | $334.3K | 0.0% | 1,507 |
| LNTAlliant Energy Corp | $330.4K | 0.0% | 5,220 |
| SCHWCharles Schwab Corp | $313.7K | 0.0% | 3,210 |
| TRVTravelers Companies Inc | $311.9K | 0.0% | 875 |
| MSFTMicrosoft Corpput — a bet against | $307.7K | 0.0% | 600 |
| FIRST TR EXCH TRADED FD III | $307.5K | 0.0% | 6,426 |
| MGKVanguard Mega Cap Growth ETF | $303.4K | 0.0% | 3,275 |
| IVWiShares S&P 500 Growth ETF | $297K | 0.0% | 2,088 |
| FIRST TR EXCHNG TRADED FD VI | $294.5K | 0.0% | 6,155 |
| SHELShell PLC | $292.3K | 0.0% | 3,075 |
| HONHoneywell International Inc | $289.6K | 0.0% | 1,373 |
| SIMPLIFY EXCHANGE TRADED FUN | $288.4K | 0.0% | 10,000 |
| VPUVanguard Utilities ETF | $288K | 0.0% | 1,684 |
| SCHASchwab U.S. Small-Cap ETF | $287.1K | 0.0% | 8,798 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $277.7K | 0.0% | 7,501 |
| FASTFastenal Co | $268.2K | 0.0% | 5,414 |
| ULUnilever PLC | $265.6K | 0.0% | 4,374 |
| VEUVanguard FTSE All World Ex US ETF | $262.8K | 0.0% | 3,168 |
| SYKStryker Corp | $258K | 0.0% | 937 |
| TAT&T Inc | $257.9K | 0.0% | 10,569 |
| MRVLMarvell Technology Inc | $251K | 0.0% | 950 |
| CREATIVE MEDIA & CMNTY TR | $250K | 0.0% | 10,000 |
| BXBlackstone Inc | $250K | 0.0% | 2,230 |
| GILDGilead Sciences, Inc | $249.8K | 0.0% | 1,676 |
| VMCVulcan Materials Co | $248.3K | 0.0% | 1,015 |
| AGZISHARES TR | $245K | 0.0% | 2,300 |
| PNCPNC Financial Services Group Inc | $238.9K | 0.0% | 1,075 |
| ISHARES TR | $237.1K | 0.0% | 9,395 |
| GLDSPDR Gold Shares | $236.1K | 0.0% | 620 |
| CLColgate-Palmolive Co | $235.4K | 0.0% | 2,759 |
| VZVerizon Communications Inc | $234.9K | 0.0% | 5,121 |
| INTCIntel Corp | $234.3K | 0.0% | 1,949 |
| FIRST TR EXCHNG TRADED FD VI | $231.9K | 0.0% | 3,705 |
| DUKDuke Energy Corp | $230.9K | 0.0% | 2,025 |
| STZConstellation Brands Inc | $229.5K | 0.0% | 2,030 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $222.5K | 0.0% | 2,761 |
| COFCapital One Financial Corp | $219.7K | 0.0% | 1,138 |
| CPRTCopart Inc | $218.4K | 0.0% | 8,007 |
| ASML HLDG NV | $213.8K | 0.0% | 118 |
| HONAHoneywell Aerospace Inc | $212.8K | 0.0% | 1,373 |
| ORLYO'Reilly Automotive Inc | $211.8K | 0.0% | 2,480 |
| PGXInvesco Preferred ETF | $208.4K | 0.0% | 20,700 |
| INVESCO EXCH TRD SLF IDX FD | $208K | 0.0% | 9,154 |
| PFEPfizer Inc | $207.5K | 0.0% | 7,275 |
| MGCVanguard Mega Cap ETF | $206.1K | 0.0% | 730 |
| VGTVanguard Information Tech ETF | $201.7K | 0.0% | 1,605 |
| NEUMORA THERAPEUTICS INC. | $14.9K | 0.0% | 25,000 |
| GENUINE MKTG GROUP INC | $12.3K | 0.0% | 81,667 |
| AKEBIA THREAPEUTICS INC | $11.3K | 0.0% | 12,250 |
Quarter ending 2026-09-30.
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