Fund HoldingsAtlantic Union Bankshares Corp

Total Portfolio Value
$5.21B
Total Bought
$402.79M
Total Sold
$416.49M
Net Transaction
-$13.70M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
1,017,2921,279,991+262,69958,23072,5501.39%+14,320
SPDR INDEX SHS FDS
ST STR EU 50 ETF
0205,130+205,130012,7340.24%+12,734
EXXON MOBIL CORP240,099245,225+5,12628,89441,6050.80%+12,711
TAIWAN SEMICONDUCTOR MANUFAC(TSM)53,22375,324+22,10116,17425,4560.49%+9,282
INTUIT(INTU)025,252+25,252010,9180.21%+10,918
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
62,802156,771+93,9695,61814,1920.27%+8,574
JOHNSON & JOHNSON(JNJ)169,356178,211+8,85535,04843,5620.84%+8,514
NETFLIX INC.(NFLX)0226,478+226,478021,7760.42%+21,776
TECHNOLOGY SELECT SECTOR SPDR
ST STR TECHN ETF
062,265+62,26508,2750.16%+8,275
META PLATFORMS, INC. CL A(META)014,420+14,42008,2500.16%+8,250
WALMART INC(WMT)292,060321,253+29,19332,53839,9250.77%+7,387
CATERPILLAR INC(CAT)23,43828,417+4,97913,42620,1320.39%+6,705
UTILITIES SELECT SECTOR SPDR FUND
ST STR UTIL ETF
0136,563+136,56306,2670.12%+6,267
CHEVRON CORPORATION(CVX)117,689115,400-2,28917,93723,8760.46%+5,939
CONSUMER DISCRETIONARY SELECT SECTOR SPDR
ST STR DISCR ETF
046,816+46,81605,1020.10%+5,102
ASTRAZENECA PLC(AZN)025,273+25,27304,9840.10%+4,984
FINANCIAL SELECT SECTOR SPDR FUND
ST STR FINL ETF
099,364+99,36404,9060.09%+4,906
COSTCO WHOLESALE CORPORATION(COST)035,411+35,411035,2850.68%+35,285
EATON CORP PLC(ETN)073,680+73,680026,3530.51%+26,353
RAYTHEON TECHNOLOGIES CORP(RTX)230,758241,828+11,07042,32146,6490.90%+4,328
TESLA INC(TSLA)34,59753,197+18,60015,55919,7760.38%+4,217
ISHARES IBONDS DEC 2034 TERM TREASURY ETF
IBONDS DEC 2034
1,272,9931,430,363+157,37032,85536,6600.70%+3,805
MATERIALS SELECT SECTOR SPDR TRUST
ST STR MATER ETF
218,948274,568+55,6209,92913,7200.26%+3,791
INTERCONTINENTAL EXCHANGE IN(ICE)047,380+47,38007,4520.14%+7,452
CORNING INC(GLW)078,761+78,761010,7090.21%+10,709
HONEYWELL INTERNATIONAL, INC(HON)066,664+66,664015,0680.29%+15,068
CROWDSTRIKE HLDGS INC(CRWD)6,34416,435+10,0912,9746,4160.12%+3,443
INVESCO BULLETSHARES 2031 CORPORATE BOND ETF
BULETSHS 2031 CP
2,203,0672,443,087+240,02036,78040,2130.77%+3,433
VANGUARD MSCI EAFE ETF519,613558,408+38,79532,46035,7830.69%+3,323
ISHARES IBONDS DEC 2044 TERM TREASURY ETF
IBONDS DEC 2044
1,182,5771,323,448+140,87129,22232,4910.62%+3,269
KLA CORP(KLAC)19,45318,220-1,23323,63726,8270.52%+3,190
T-MOBILE US INC(TMUS)036,626+36,62607,6930.15%+7,693
ISHARES IBONDS DEC 2033 TERM TREASURY ETF1,322,9161,460,096+137,18032,48435,6110.68%+3,127
INVESCO BULLETSHARES 2030 CORPORATE BOND ETF
INVSCO 30 CORP
2,393,0192,608,754+215,73540,49043,6160.84%+3,126
PALO ALTO NETWORKS INC(PANW)0225,513+225,513036,1540.69%+36,154
ASML HLDG NV
N Y REGISTRY SHS
010,687+10,687014,1160.27%+14,116
ISHARES TR
MSCI INTL QUALTY
1,292,7731,331,820+39,04758,75761,5701.18%+2,813
INTUITIVE SURGICAL INC23,57735,069+11,49213,35316,1660.31%+2,813
SPDR S&P BANK ETF
ST STR SP BANK
046,242+46,24202,7540.05%+2,754
L3HARRIS TECHNOLOGIES INC(LHX)029,328+29,328010,1230.19%+10,123
INVESCO BULLETSHARES 2032 CORPORATE BOND ETF
BULLETSHS 2032
1,915,5222,072,879+157,35739,98742,6760.82%+2,690
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
98,842133,729+34,8876,6449,3280.18%+2,683
EQT CORP(EQT)081,724+81,72405,2010.10%+5,201
CHENIERE ENERGY INC(LNG)030,978+30,97808,7900.17%+8,790
CONOCOPHILLIPS(COP)083,430+83,430011,0130.21%+11,013
SPINNAKER ETF SERIES
WARC UN EQUI ETF
0299,124+299,12402,5750.05%+2,575
PROLOGIS INC.(PLD)040,893+40,89305,4050.10%+5,405
VERTIV HOLDINGS CO(VRT)028,890+28,89007,2390.14%+7,239
HEALTH CARE SELECT SECTOR SPDR
ST STR CARE ETF
016,721+16,72102,4510.05%+2,451
QUANTA SERVICES, INC017,724+17,72409,7310.19%+9,731
WASTE MANAGEMENT INC(WM)060,258+60,258013,8470.27%+13,847
ENERGY SELECT SECTOR SPDR FUND
ST STR ENERG ETF
038,357+38,35702,3500.05%+2,350
LOCKHEED MARTIN CORP(LMT)032,853+32,853019,8560.38%+19,856
VALERO ENERGY CORP(VLO)034,481+34,48108,5200.16%+8,520
PEPSICO INC(PEP)0119,461+119,461018,5510.36%+18,551
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)031,840+31,84006,2880.12%+6,288
DIGITAL REALTY TRUST, INC.(DLR)022,900+22,90004,1270.08%+4,127
PHILLIPS 66(PSX)043,058+43,05807,8440.15%+7,844
MC DONALDS CORP(MCD)088,902+88,902027,6300.53%+27,630
WELLTOWER INC(WELL)032,697+32,69706,4650.12%+6,465
ROCKWELL AUTOMATION INC(ROK)020,579+20,57907,3850.14%+7,385
NORTHROP GRUMMAN CORP(NOC)016,138+16,138011,0100.21%+11,010
VANGUARD INT TERM CORP
INT-TERM CORP
103,436125,192+21,7568,66310,3600.20%+1,697
SELECT SECTOR SPDR TR
ST STR UTIL ETF
172,786196,361+23,5757,3769,0110.17%+1,635
LABCORP HOLDINGS INC(LH)029,533+29,53307,8800.15%+7,880
INVESCO BULLETSHARES 2029 CORPORATE BOND ETF
BULETSHS 2029
944,9591,038,403+93,44417,79819,3770.37%+1,579
INDUSTRIAL SELECT SECTOR SPDR FUND
ST STR INDL ETF
09,652+9,65201,5610.03%+1,561
SPDR S&P REGIONAL BANKING ETF
ST STR SP REGBNK
023,494+23,49401,5310.03%+1,531
SPDR DOW JONES INDUSTRIAL AVG ETF(DIA)03,857+3,85701,7870.03%+1,787
DIMENSIONAL ETF TRUST
US LARG VALU ETF
203,071233,457+30,3866,9478,3370.16%+1,390
MONOLITHIC PWR SYS INC(MPWR)07,339+7,33908,0240.15%+8,024
PHILIP MORRIS INTERNATIONAL INC(PM)0120,519+120,519019,9270.38%+19,927
GE VERNOVA INC(GEV)3,7704,362+5922,4643,8080.07%+1,344
SCHWAB CHARLES CORP(SCHW)0165,619+165,619015,5650.30%+15,565
STRYKER CORP(SYK)032,901+32,901010,8110.21%+10,811
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF
BULSHS 2027 CB
1,111,7541,185,495+73,74121,94623,2650.45%+1,319
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
251,020259,763+8,74325,70926,8520.52%+1,142
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF
INVSCO BLSH 28
521,816579,298+57,48210,74911,8310.23%+1,082
SCHWAB STRATEGIC TR0321,224+321,22409,8550.19%+9,855
AGNICO EAGLE MINES LTD(AEM)014,257+14,25702,8940.06%+2,894
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
0314,421+314,421015,2370.29%+15,237
PGIM ETF TR
AAA CLO ETF
019,460+19,46009960.02%+996
DISNEY WALT CO(DIS)96,125123,378+27,25310,93611,8910.23%+955
BERKSHIRE HATHAWAY INC B01,909+1,90909150.02%+915
DIMENSIONAL ETF TRUST
US TARGETED VLU
0294,144+294,144018,3690.35%+18,369
CHARTER COMMUNICATIONS INC(CHTR)04,120+4,12008890.02%+889
CONSUMER STAPLES SELECT SECTOR SPDR FUND
ST STR STAPL ETF
09,895+9,89508110.02%+811
UDR INC(UDR)043,705+43,70501,4760.03%+1,476
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
BULSHS 2026 CB
659,095700,055+40,96012,90213,6720.26%+770
ISHARES IBONDS DEC 2030 CORP ETF362,828400,328+37,5008,0088,7630.17%+756
ISHARES IBONDS DEC 2031 CORP ETF395,046435,179+40,1338,3509,1040.17%+754
AT&T INC(T)0201,996+201,99605,8560.11%+5,856
VANGUARD BD INDEX FDS010,919+10,91908430.02%+843
ISHARES IBONDS DEC 2032 CORP ETF315,958348,200+32,2428,0668,7990.17%+733
ANALOG DEVICES INC(ADI)019,706+19,70606,2690.12%+6,269
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
256,890291,387+34,49731,27631,9620.61%+686
ORACLE CORP(ORCL)0162,659+162,659023,9290.46%+23,929
COCA COLA CO(KO)0108,842+108,84208,2770.16%+8,277
LUMENTUM HLDGS INC(LITE)01,910+1,91001,3420.03%+1,342
AMERICAN CENTY ETF TR0175,838+175,838010,9550.21%+10,955
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