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The Analysis of BARTLETT & CO. WEALTH MANAGEMENT LLC's Holdings & P&L

Currently, BARTLETT & CO. WEALTH MANAGEMENT LLC holds 1334 types of securities in its portfolio with a total value $8.0B. In the most recent quarter, they have increased their positions in APH (+228.2K shares, valued at $40.3M), N/A (+89.2K shares, valued at $33.7M), IJH (+121.2K shares, valued at $9.3M); decreased their positions in QCOM (-69.1K shares, valued at $12.8M), N/A (-170.3K shares, valued at $12.2M), TMO (-15.9K shares, valued at $8.0M); initiated new positions in N/A (+14.3K shares, valued at $2.2M), N/A (+7.9K shares, valued at $1.8M), N/A (+8.0K shares, valued at $1.8M).

1M P&L

-75.6M-1.15%

3M P&L

+261.5M+4.19%

HY P&L

+491.7M+8.19%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.5B

23.0%

2Internet Content & Information603.2M

9.4%

3Software - Infrastructure498.6M

7.8%

Top Industries by Stock Count

1N/A386 stocks

31.8%

2Banks - Regional33 stocks

2.7%

3Utilities - Regulated Electric25 stocks

2.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL Apple Inc1.7M shares0.18%2026-06-302026-07-24

GOOG Alphabet Inc. Class C1.3M shares-1.36%2026-06-302026-07-24

MSFT Microsoft Corp989.4K shares0.47%2026-06-302026-07-24

VOO Vanguard S&P 500 ETF361.8K shares0.79%2026-06-302026-07-24

JPMorgan Chase & Co JPMorgan Chase & Co739.4K shares0.10%2026-06-302026-07-24

NVDA Nvidia Corp1.2M shares1.52%2026-06-302026-07-24

AMZN Amazon.Com Inc936.1K shares0.67%2026-06-302026-07-24

BRK.B Berkshire Hathaway Class B391.0K shares0.05%2026-06-302026-07-24

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iShares Core MSCI EAFE ETF iShares Core MSCI EAFE ETF1.9M shares3.79%2026-06-302026-07-24

Mastercard Inc Class A Mastercard Inc Class A340.5K shares0.00%2026-06-302026-07-24

PG Procter & Gamble1.0M shares-0.23%2026-06-302026-07-24

TJX TJX Companies Inc980.8K shares-0.32%2026-06-302026-07-24

GOOGL Alphabet Inc. Class A400.9K shares-0.54%2026-06-302026-07-24

Costco Wholesale Co Costco Wholesale Co141.3K shares0.63%2026-06-302026-07-24

PANW Palo Alto Networks Inc377.0K shares7.45%2026-06-302026-07-24

DE Deere & Co201.9K shares-0.45%2026-06-302026-07-24

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ADI Analog Devices Inc315.9K shares-0.67%2026-06-302026-07-24

LIN Linde PLC241.0K shares-0.04%2026-06-302026-07-24

ASML Asml Holding NV61.5K shares0.09%2026-06-302026-07-24

AMGN Amgen Inc.326.9K shares-0.93%2026-06-302026-07-24

ETN Eaton Corp PLC F271.0K shares1.56%2026-06-302026-07-24

LOW Lowes Cos Inc479.0K shares-3.13%2026-06-302026-07-24

Nextera Energy Inc Nextera Energy Inc1.2M shares-0.29%2026-06-302026-07-24

Meta Platforms Inc Class A Meta Platforms Inc Class A180.3K shares2.48%2026-06-302026-07-24

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IJH iShares Core S&P Mid Cap ETF1.2M shares11.17%2026-06-302026-07-24

IJR iShares Core S&P Small Cap ETF620.2K shares2.81%2026-06-302026-07-24

ABT Abbott Laboratories944.0K shares-4.45%2026-06-302026-07-24

TMO Thermo Fisher Scientific Inc.167.0K shares-8.70%2026-06-302026-07-24

Chubb LTD F Chubb LTD F225.7K shares-1.18%2026-06-302026-07-24

Broadcom Inc Broadcom Inc199.2K shares81.03%2026-06-302026-07-24

CVX Chevron Corp444.1K shares-1.86%2026-06-302026-07-24

DUK Duke Energy Corp580.5K shares0.14%2026-06-302026-07-24

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PEP Pepsico Inc524.2K shares-2.17%2026-06-302026-07-24

Waste Management Inc Waste Management Inc312.4K shares-1.20%2026-06-302026-07-24

Unitedhealth GRP Inc Unitedhealth GRP Inc163.9K shares-0.57%2026-06-302026-07-24

IEMG iShares Core MSCI Emerging ETF745.8K shares5.07%2026-06-302026-07-24

JNJ Johnson & Johnson232.4K shares0.37%2026-06-302026-07-24

Vanguard Total Stock Market ETF Vanguard Total Stock Market ETF159.1K shares-0.70%2026-06-302026-07-24

Labcorp Holdings Inc Labcorp Holdings Inc204.6K shares0.37%2026-06-302026-07-24

VCSH Vanguard Short Term Corp Bond ETF703.0K shares-0.19%2026-06-302026-07-24

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VCIT Vanguard Intermediate Term Cor ETF651.0K shares-0.87%2026-06-302026-07-24

BRK.A Berkshire Hathaway Class A70 shares0.00%2026-06-302026-07-24

ITW Illinois Tool Works191.1K shares-1.55%2026-06-302026-07-24

MDY SPDR S&P Midcap 400 ETF63.2K shares0.13%2026-06-302026-07-24

QCOM Qualcomm Inc239.3K shares-22.42%2026-06-302026-07-24

ISTB iShares Core 1 5 Year Usd Bond ETF852.4K shares14.99%2026-06-302026-07-24

WMT WalMart Inc357.0K shares-0.48%2026-06-302026-07-24

APH Amphenol Corp Class A228.9K shares30384.55%2026-06-302026-07-24

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S&P Global Inc Com S&P Global Inc Com98.8K shares-7.20%2026-06-302026-07-24

UBER Uber Technologies Inc524.0K shares-10.35%2026-06-302026-07-24

CRM Salesforce Inc231.6K shares-5.15%2026-06-302026-07-24

JQUA JPMorgan U.S. Quality Factor ETF494.3K shares3.14%2026-06-302026-07-24

AXP American Express Co101.4K shares0.18%2026-06-302026-07-24

Accenture PLC Class A Accenture PLC Class A263.8K shares-5.20%2026-06-302026-07-24

VMBS Vanguard Mortgage Backed Sec ETF681.7K shares2.95%2026-06-302026-07-24

SPIB SPDR Intermediate Term Corp Bond ETF937.9K shares10.63%2026-06-302026-07-24

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UNP Union Pacific Corp113.0K shares-0.12%2026-06-302026-07-24

LLY Lilly Eli & Co25.5K shares0.05%2026-06-302026-07-24

Abbvie Inc Abbvie Inc116.9K shares0.98%2026-06-302026-07-24

SPDR S&P 500 ETF SPDR S&P 500 ETF37.9K shares0.09%2026-06-302026-07-24

FNDX Schwab Fundamental US Large Co ETF834.5K shares-4.47%2026-06-302026-07-24

INTU Intuit Inc99.1K shares-21.12%2026-06-302026-07-24

ORLY O Reilly Automotive278.4K shares7.76%2026-06-302026-07-24

Raytheon Technologies Co Raytheon Technologies Co134.3K shares0.57%2026-06-302026-07-24

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IGSB iShares TR Is 1 5 YR In GR CR BD ETF479.8K shares-2.05%2026-06-302026-07-24

CINF Cincinnati Finl133.4K shares1.01%2026-06-302026-07-24

GD General Dynamics Co65.0K shares-21.50%2026-06-302026-07-24

IWR iShares Russell Mid Cap ETF208.5K shares3.43%2026-06-302026-07-24

VEU Vanguard FTSE All World Ex US ETF271.0K shares0.88%2026-06-302026-07-24

ADP Auto Data Processing98.9K shares0.57%2026-06-302026-07-24

USB US Bancorp359.4K shares-0.61%2026-06-302026-07-24

BSV Vanguard Short-Term Bond ETF272.4K shares-5.48%2026-06-302026-07-24

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BIV Vanguard Intermediate Term Bond ETF276.2K shares12.51%2026-06-302026-07-24

CP Canadian Pacific Kansas City LTD243.9K shares0.52%2026-06-302026-07-24

NSC Norfolk Southern Co67.1K shares0.01%2026-06-302026-07-24

SCHB Schwab US Broad Market ETF723.3K shares-0.27%2026-06-302026-07-24

XLK Technology Select Sector SPDR ETF105.6K shares4.82%2026-06-302026-07-24

EFA iShares MSCI EAFE ETF179.4K shares1.33%2026-06-302026-07-24

CFR Cullen Frost Bankers116.6K shares-3.67%2026-06-302026-07-24

MCD McDonalds Corp61.2K shares-3.12%2026-06-302026-07-24

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FCF First Comwlth Finl Corp778.5K shares0.00%2026-06-302026-07-24

MBB iShares MBS ETF IV164.6K shares2.16%2026-06-302026-07-24

IWB iShares Russell 1000 ETF37.8K shares0.00%2026-06-302026-07-24

iShares Core US Aggregate Bond ETF iShares Core US Aggregate Bond ETF155.8K shares-1.41%2026-06-302026-07-24

MRK Merck & Co. Inc.117.5K shares0.14%2026-06-302026-07-24

SHY iShares 1-3 Year Treasry Bond ETF184.4K shares-5.02%2026-06-302026-07-24

IWP iShares Russell Mid Cap Growth ETF103.0K shares-1.50%2026-06-302026-07-24

TSLA Tesla Inc35.4K shares0.64%2026-06-302026-07-24

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VBR Vanguard Small Cap Value ETF60.8K shares-1.06%2026-06-302026-07-24

Exxon Mobil Corp Exxon Mobil Corp105.7K shares-1.42%2026-06-302026-07-24

VB Vanguard Morningstar Small Cap ETF47.1K shares-1.45%2026-06-302026-07-24

KO The Coca-Cola Co160.6K shares-1.85%2026-06-302026-07-24

EMR Emerson Electric Co91.3K shares-1.55%2026-06-302026-07-24

NVS Novartis AG F Sponsored ADR83.2K shares-0.11%2026-06-302026-07-24

IWS iShares Russell Mid Cap Value ETF74.3K shares-0.45%2026-06-302026-07-24

Travelers Companies Travelers Companies37.0K shares-4.60%2026-06-302026-07-24

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SHYG iShares High Yield Corporate Bond ETF285.2K shares-2.22%2026-06-302026-07-24

ROK Rockwell Automation23.7K shares0.73%2026-06-302026-07-24

iShares Core S&P 500 ETF iShares Core S&P 500 ETF15.6K shares-4.72%2026-06-302026-07-24

VBK Vanguard Small Cap Growth ETF31.6K shares-1.62%2026-06-302026-07-24

HD Home Depot Inc32.3K shares-5.16%2026-06-302026-07-24

VWO Vanguard FTSE Emerging Markets ETF185.3K shares0.00%2026-06-302026-07-24

IYW iShares US Technology ETF42.8K shares1.98%2026-06-302026-07-24

INTC Intel Corp75.7K shares0.81%2026-06-302026-07-24

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DHR Danaher Corp54.4K shares-0.56%2026-06-302026-07-24

MU Micron Technology8.9K shares-0.71%2026-06-302026-07-24

MKC MC Cormick & Co Inc202.3K shares-22.95%2026-06-302026-07-24

MUB iShares National Muni Bond ETF91.2K shares5.07%2026-06-302026-07-24

FDX Fedex Corp29.2K shares-2.80%2026-06-302026-07-24

IWM iShares Russell 2000 ETF30.4K shares2.56%2026-06-302026-07-24

DIS Walt Disney Co94.1K shares-9.14%2026-06-302026-07-24

WEC W E C Energy Group Inc76.9K shares-1.45%2026-06-302026-07-24

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SCHF Schwab International Equity ETF323.4K shares0.25%2026-06-302026-07-24

Visa Inc Class A Visa Inc Class A25.6K shares2.30%2026-06-302026-07-24

Oracle Corp Oracle Corp57.6K shares-1.12%2026-06-302026-07-24

Cisco Systems Inc Cisco Systems Inc70.4K shares0.82%2026-06-302026-07-24

GOVT iShares US Treasury Bond ETF356.9K shares-4.58%2026-06-302026-07-24

XLY SPDR Fund Consumer Discre Select ETF67.7K shares-0.46%2026-06-302026-07-24

VIG Vanguard Dividend Appreciation ETF33.5K shares1.27%2026-06-302026-07-24

VGT Vanguard Information Technology ETF65.7K shares1.37%2026-06-302026-07-24

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SCHX Schwab US Large Cap ETF260.6K shares0.35%2026-06-302026-07-24

MCK Mckesson Corp9.9K shares2.59%2026-06-302026-07-24

BMY Bristol-Myers Squibb130.0K shares-1.28%2026-06-302026-07-24

CL Colgate-Palmolive Co81.3K shares-1.93%2026-06-302026-07-24

IBM IBM Corp26.3K shares14.63%2026-06-302026-07-24

AMD Advanced Micro12.3K shares0.96%2026-06-302026-07-24

IVW iShares S&P 500 Growth ETF51.5K shares0.24%2026-06-302026-07-24

ESGV Vanguard ESG U.S. Stock ETF51.1K shares0.00%2026-06-302026-07-24

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MDLZ Mondelez Intl Class A114.8K shares-1.95%2026-06-302026-07-24

TPL Texas Pacific Land Corp15.0K shares0.03%2026-06-302026-07-24

SCHG Schwab US Large Cap Growth ETF189.7K shares0.00%2026-06-302026-07-24

YUM Yum Brands Inc39.9K shares0.09%2026-06-302026-07-24

LMT Lockheed Martin Corp12.5K shares-0.56%2026-06-302026-07-24

VGSH Vanguard Short Term Treasury ETF105.6K shares-0.52%2026-06-302026-07-24

KR Kroger Co107.5K shares-0.07%2026-06-302026-07-24

CAT Caterpillar Inc5.6K shares2.91%2026-06-302026-07-24

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PM Philip Morris Intl31.9K shares-0.23%2026-06-302026-07-24

VXF Vanguard Extended Market ETF23.5K shares0.00%2026-06-302026-07-24

VFH Vanguard Financials ETF42.3K shares0.00%2026-06-302026-07-24

GE GE Aerospace14.8K shares0.42%2026-06-302026-07-24

WMB Williams Companies74.1K shares-0.30%2026-06-302026-07-24

USIG iShares Broad USD Investment Grade Corporate Bond ETF104.7K shares-5.96%2026-06-302026-07-24

VO Vanguard Mid Cap ETF64.9K shares-1.45%2026-06-302026-07-24

IVE iShares S&P 500 Value ETF22.9K shares-1.07%2026-06-302026-07-24

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SYK Stryker Corp16.1K shares-3.32%2026-06-302026-07-24

BY Byline Bancorp Inc Com134.2K shares0.00%2026-06-302026-07-24

CTAS Cintas Corp29.0K shares-0.49%2026-06-302026-07-24

MS Morgan Stanley22.8K shares0.22%2026-06-302026-07-24

IGIB iShares TRT Is 5 10 Inv GR CR BD ETF88.6K shares-0.98%2026-06-302026-07-24

AMT American Tower Corp REIT28.0K shares-8.28%2026-06-302026-07-24

SBUX Starbucks Corp45.1K shares-12.26%2026-06-302026-07-24

TTWO Take-Two Interactive17.6K shares0.09%2026-06-302026-07-24

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CAH Cardinal Health Inc18.5K shares8.86%2026-06-302026-07-24

VIS Vanguard Industrials ETF12.0K shares0.00%2026-06-302026-07-24

SYY Sysco Corp51.6K shares-5.93%2026-06-302026-07-24

SCHE Schwab Emerging Markets Equity ETF118.7K shares0.44%2026-06-302026-07-24

CSX CSX Corp89.7K shares-3.79%2026-06-302026-07-24

VEA Vanguard FTSE Developed Markets ETF56.0K shares-1.06%2026-06-302026-07-24

IWF iShares Russell 1000 Growth ETF32.0K shares1.23%2026-06-302026-07-24

GEV GE Vernova Inc Com3.3K shares9.06%2026-06-302026-07-24

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JPST JPMorgan Ultra Short Income ETF73.6K shares21.05%2026-06-302026-07-24

Applied Materials Applied Materials4.9K shares18.06%2026-06-302026-07-24

SPSB SPDR Short Term Corporate BND ETF115.3K shares1.04%2026-06-302026-07-24

Seagate Technology Holdings PB LTD Co Seagate Technology Holdings PB LTD Co3.6K shares0.42%2026-06-302026-07-24

VUG Vanguard Growth ETF39.6K shares1.43%2026-06-302026-07-24

TXN Texas Instruments11.4K shares-0.90%2026-06-302026-07-24

GS Goldman Sachs Group3.3K shares-0.21%2026-06-302026-07-24

MPC Marathon Pete Corp12.9K shares35.60%2026-06-302026-07-24

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VTWV Vanguard Russell 2000 Value ETF16.8K shares0.00%2026-06-302026-07-24

IWO iShares Russell 2000 Growth ETF8.3K shares0.91%2026-06-302026-07-24

XLV Select Sector Health Care SPDR ETF20.7K shares0.00%2026-06-302026-07-24

Ameriprise Finl Ameriprise Finl7.1K shares-0.04%2026-06-302026-07-24

WSBC Wesbanco Inc81.8K shares0.00%2026-06-302026-07-24

BND Vanguard Total Bond Market ETF43.4K shares0.00%2026-06-302026-07-24

SCHM Charles Schwab US MC ETF85.7K shares0.00%2026-06-302026-07-24

IWN iShares Russell 2000 Value ETF14.2K shares0.25%2026-06-302026-07-24

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ENB Enbridge Inc F56.2K shares-8.65%2026-06-302026-07-24

QQQ Invesco QQQ Trust4.1K shares0.84%2026-06-302026-07-24

PSX Phillips 6617.8K shares1.09%2026-06-302026-07-24

VV Vanguard Large Cap ETF8.7K shares-1.22%2026-06-302026-07-24

BDX Becton Dickinson & Co.19.1K shares-1.17%2026-06-302026-07-24

BAC Bank Of America Corp50.6K shares4.60%2026-06-302026-07-24

BKNG Booking Holdings Inc16.0K shares-1.77%2026-06-302026-07-24

SCZ iShares MSCI EAFE Small Cap ETF34.5K shares-0.58%2026-06-302026-07-24

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VGIT Vanguard Intermediate-Term Treasury Index FD ETF48.0K shares4.10%2026-06-302026-07-24

PH Parker-Hannifin Corp2.9K shares-0.86%2026-06-302026-07-24

VMC Vulcan Materials Com9.4K shares0.05%2026-06-302026-07-24

COP Conocophillips25.9K shares-0.24%2026-06-302026-07-24

NULV Nuveen Esg Large-Cap Value ETF52.4K shares10.39%2026-06-302026-07-24

EEM iShares MSCI Emerging Markets ETF37.9K shares-0.48%2026-06-302026-07-24

MAR Marriott Intl Inc Class A7.0K shares12.46%2026-06-302026-07-24

3M Co 3M Co15.6K shares0.20%2026-06-302026-07-24

Sponsored

TGT Target Corp19.3K shares-1.28%2026-06-302026-07-24

PNC PNC Finl Services10.2K shares2.68%2026-06-302026-07-24

FITB Fifth Third Bancorp44.1K shares0.10%2026-06-302026-07-24

XVV iShares Esg Select Screened S&P 500 ETF44.1K shares23.85%2026-06-302026-07-24

PFE Pfizer Inc103.7K shares2.63%2026-06-302026-07-24

SCHA Schwab US Small Cap ETF67.6K shares0.00%2026-06-302026-07-24

SUSB iShares Esg Awr 1 5 Y Usd CP BND ETF95.1K shares0.49%2026-06-302026-07-24

BK Bank Of NY Mellon Co16.3K shares0.14%2026-06-302026-07-24

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IBB iShares Nasdaq Biotechnology ETF12.2K shares2.84%2026-06-302026-07-24

TTC Toro Co23.6K shares0.00%2026-06-302026-07-24

ALL Allstate Corp9.6K shares0.15%2026-06-302026-07-24

QUAL iShares MSCI USA QLTY Fact ETF10.3K shares-0.99%2026-06-302026-07-24

JBL Jabil Inc5.8K shares18.86%2026-06-302026-07-24

T A T & T Inc108.4K shares-1.10%2026-06-302026-07-24

VDC Vanguard Consumer Staple ETF9.8K shares0.00%2026-06-302026-07-24

MMC Marsh & MC Lennan Co13.1K shares28.62%2026-06-302026-07-24

Sponsored

Fedex Freight Holding Co-W/I Fedex Freight Holding Co-W/I14.3K sharesnew addition2026-06-302026-07-24

XLC Communicat SVS SLCT Sec SPDR ETF19.9K shares43.30%2026-06-302026-07-24

KMB Kimberly Clark Corp19.1K shares-3.47%2026-06-302026-07-24

IYJ iShares US Industrials ETF12.6K shares2.53%2026-06-302026-07-24

IWD iShares Russell 1000 Value ETF8.6K shares0.00%2026-06-302026-07-24

CARR Carrier Global Corp28.4K shares-0.37%2026-06-302026-07-24

VT Vanguard Total World Stock ETF13.3K shares-2.54%2026-06-302026-07-24

NTRS Northern Trust Corp11.9K shares3.87%2026-06-302026-07-24

Sponsored

TSM Taiwan Semiconductor F Sponsored ADR4.2K shares-0.70%2026-06-302026-07-24

GLW Corning Inc7.7K shares3.04%2026-06-302026-07-24

NVO Novo-Nordisk A S F Sponsored ADR39.3K shares0.00%2026-06-302026-07-24

BA Boeing Co8.6K shares0.04%2026-06-302026-07-24

BLK BlackRock Inc Com1.9K shares-8.11%2026-06-302026-07-24

VTEB Vanguard Muni BND Tax Exempt ETF35.8K shares-3.59%2026-06-302026-07-24

VNQ Vanguard Real Estate ETF18.6K shares-0.71%2026-06-302026-07-24

Honeywell Intl Inc Com New Honeywell Intl Inc Com New7.9K sharesnew addition2026-06-302026-07-24

Sponsored

TIP iShares TIPS Bond ETF16.1K shares2.79%2026-06-302026-07-24

Honeywell Aerospace Inc. CMN Honeywell Aerospace Inc. CMN8.0K sharesnew addition2026-06-302026-07-24

EAGG iShares Esg Aware US Aggrgt BND ETF36.9K shares9.06%2026-06-302026-07-24

GWW WW Grainger Inc1.3K shares27.36%2026-06-302026-07-24

ELV Elevance Health, Inc4.4K shares0.20%2026-06-302026-07-24

WFC Wells Fargo & Co20.5K shares-4.11%2026-06-302026-07-24

CDW CDW Corp11.8K shares-42.41%2026-06-302026-07-24

MFC Manulife Finl F40.4K shares0.00%2026-06-302026-07-24

Sponsored

SCHW Charles Schwab Corp17.7K shares-1.92%2026-06-302026-07-24

VHT Vanguard Health Care ETF5.4K shares0.00%2026-06-302026-07-24

GLD SPDR Gold Shares ETF4.3K shares0.00%2026-06-302026-07-24

COR Cencora Inc5.5K shares-0.13%2026-06-302026-07-24

YUMC Yum China Holdings Inc38.0K shares0.00%2026-06-302026-07-24

MLM Martin Marietta Materials Inc2.7K shares0.07%2026-06-302026-07-24

MLN Vaneck Vectors Long Muni ETF85.6K shares-11.55%2026-06-302026-07-24

LHX L3harris Technologies Inc.5.1K shares-8.23%2026-06-302026-07-24

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LRCX Lam Research Corp3.4K shares60.88%2026-06-302026-07-24

NOC Northrop Grumman Co2.8K shares1.00%2026-06-302026-07-24

IWV iShares Russell 3000 ETF3.3K shares0.00%2026-06-302026-07-24

ANET Arista Networks Inc8.4K shares39.99%2026-06-302026-07-24

AWK American Water Works10.6K shares0.21%2026-06-302026-07-24

SRE Sempra Energy14.9K shares0.22%2026-06-302026-07-24

VSGX Vanguard Esg Internatnl Stock ETF16.7K shares-0.82%2026-06-302026-07-24

FLEX Flextronics Intl LTD Ord SHS8.4K shares-0.67%2026-06-302026-07-24

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KMI Kinder Morgan Inc42.7K shares0.34%2026-06-302026-07-24

VTV Vanguard Value ETF6.2K shares-1.87%2026-06-302026-07-24

HUBB Hubbell Inc2.6K shares0.19%2026-06-302026-07-24

NRG NRG Energy Inc9.1K shares0.33%2026-06-302026-07-24

ESGD iShares ESG Aware MSCI EAFE ETF13.0K shares28.87%2026-06-302026-07-24

MET Metlife Inc15.6K shares0.23%2026-06-302026-07-24

BE Bloom Energy Corp A4.3K shares12.34%2026-06-302026-07-24

PCAR Paccar Inc10.6K shares0.09%2026-06-302026-07-24

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PRU Prudential Finl11.2K shares-0.25%2026-06-302026-07-24

APD Air Prod & Chemicals4.0K shares2.22%2026-06-302026-07-24

HUM Humana Inc3.0K shares0.27%2026-06-302026-07-24

DOV Dover Corp5.2K shares1.45%2026-06-302026-07-24

Zoetis Inc Class A Zoetis Inc Class A16.1K shares-91.38%2026-06-302026-07-24

SHW Sherwin Williams Co3.3K shares1.04%2026-06-302026-07-24

ISRG Intuitive Surgical2.8K shares-1.62%2026-06-302026-07-24

AEP Amer Electric PWR Co8.1K shares-1.76%2026-06-302026-07-24

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On Semiconductor On Semiconductor11.7K shares0.28%2026-06-302026-07-24

MO Altria Group Inc15.1K shares-0.70%2026-06-302026-07-24

BAH Booz Allen Hamilton Class A18.1K shares-35.98%2026-06-302026-07-24

MEDP Medpace Holdings Inc2.1K shares30.61%2026-06-302026-07-24

RSP Invesco S&P 500 Equal Weight ETF5.0K shares0.00%2026-06-302026-07-24

IYM iShares US Basic Materials ETF6.0K shares3.42%2026-06-302026-07-24

KLAC Kla Corp3.5K shares2547.37%2026-06-302026-07-24

SIRI Siriusxm HLDGS Inc35.6K shares0.00%2026-06-302026-07-24

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IEX Idex Corp4.6K shares0.07%2026-06-302026-07-24

CMCSA Comcast Corp Class A42.2K shares-3.45%2026-06-302026-07-24

GNMA iShares GNMA Bond ETF23.1K shares0.00%2026-06-302026-07-24

GILD Gilead Sciences Inc8.0K shares0.51%2026-06-302026-07-24

TMUS T-Mobile US Inc Com5.9K shares-39.48%2026-06-302026-07-24

SCHV Schwab US Large Cap Value ETF28.0K shares0.04%2026-06-302026-07-24

IYH iShares US Healthcare ETF14.5K shares0.00%2026-06-302026-07-24

RNP Cohen Steers REIT Prefer47.9K shares2.22%2026-06-302026-07-24

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VZ Verizon Communication22.8K shares6.44%2026-06-302026-07-24

HSY Hershey Co5.5K shares39.65%2026-06-302026-07-24

VYM Vanguard High Dividend Yield ETF6.1K shares0.03%2026-06-302026-07-24

VCEB Vanguard Esg US Bond ETF15.1K shares0.95%2026-06-302026-07-24

IYC iShares U.S. Consumer Services ETF9.4K shares3.20%2026-06-302026-07-24

DBEF Deutsche X-Trackers MSCI EAFE Hedged Equity17.3K shares0.00%2026-06-302026-07-24

IVOO Vanguard S&P Mid Cap 400 ETF7.2K shares2.10%2026-06-302026-07-24

ITOT iShares Total US Stock Market ETF5.7K shares-1.95%2026-06-302026-07-24

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USA Liberty All Star Equity159.8K shares-8.27%2026-06-302026-07-24

Southern Co Southern Co9.6K shares0.54%2026-06-302026-07-24

DGRO iShares Core Dividend Growth ETF12.0K shares-9.68%2026-06-302026-07-24

SMB Vaneck Vectors Short Muni ETF50.7K shares-7.62%2026-06-302026-07-24

SCHD Schwab US Dividend Equity ETF27.0K shares31.27%2026-06-302026-07-24

Netflix Inc Netflix Inc11.8K shares17.27%2026-06-302026-07-24

FCNCA First Citizens BKSH Class A400 shares0.00%2026-06-302026-07-24

MSI Motorola Solutions2.0K shares43.15%2026-06-302026-07-24

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PPG PPG Industries Inc6.8K shares0.29%2026-06-302026-07-24

DEO Diageo PLC F Sponsored ADR10.2K shares-12.27%2026-06-302026-07-24

DSI iShares MSCI KLD 400 Social Indx ETF5.7K shares-3.23%2026-06-302026-07-24

TPR Tapestry Inc5.5K shares52.55%2026-06-302026-07-24

CMG Chipotle Mexican GRL23.2K shares1.75%2026-06-302026-07-24

VPU Vanguard Utilities ETF4.0K shares0.00%2026-06-302026-07-24

BF.B Brown Forman Corp Class B29.1K shares0.51%2026-06-302026-07-24

LLYVK Liberty Live HLDGS Inc Ser C Liberty Live Group Com7.3K shares0.00%2026-06-302026-07-24

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EBAY eBay Inc6.9K shares1.71%2026-06-302026-07-24

SPLV Invesco S&P 500 Low Volatility ETF10.1K shares0.00%2026-06-302026-07-24

ETR Entergy Corp6.6K shares0.57%2026-06-302026-07-24

Microchip Technology Microchip Technology8.1K shares-3.25%2026-06-302026-07-24

DCI Donaldson Co8.2K shares-54.82%2026-06-302026-07-24

SWK Stanley Black & Deck7.8K shares0.61%2026-06-302026-07-24

NTAP Netapp Inc4.7K shares0.34%2026-06-302026-07-24

SHEL Shell PLC F Unsponsored ADR9.4K shares10.77%2026-06-302026-07-24

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IBKR Interactive Brokers Class A8.3K shares0.85%2026-06-302026-07-24

CI CIGNA Corp2.6K shares0.42%2026-06-302026-07-24

DVY iShares Select Dividend ETF4.6K shares0.00%2026-06-302026-07-24

EXPE Expedia Group Inc.2.8K shares0.21%2026-06-302026-07-24

C Citigroup Inc5.0K shares9.12%2026-06-302026-07-24

IJT iShares S&P Small-Cap 600 Growth ETF3.8K shares0.00%2026-06-302026-07-24

CM CDN Imperial BK Comm F5.8K shares-5.15%2026-06-302026-07-24

MCO Moodys Corp Com1.5K shares0.41%2026-06-302026-07-24

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LCNB LCNB Corp37.7K shares0.03%2026-06-302026-07-24

COF Capital One FC3.3K shares0.30%2026-06-302026-07-24

ESGU iShares Esg Aware MSCI USA ETF4.0K shares18.02%2026-06-302026-07-24

VXUS Vanguard Total International STK ETF7.7K shares5.85%2026-06-302026-07-24

HPE Hewlett Packard Enterprise13.9K shares0.39%2026-06-302026-07-24

NUSC Nuveen Esg Small Cap ETF12.0K shares638.46%2026-06-302026-07-24

HIG Hartford Finl SVC GP4.7K shares0.37%2026-06-302026-07-24

HSIC Schein Henry Inc7.3K shares0.08%2026-06-302026-07-24

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CRSP Crispr Therapeutics F11.1K shares0.00%2026-06-302026-07-24

VUSB Vanguard Ultra Short Bond ETF12.1K shares0.00%2026-06-302026-07-24

ICE Intercontinental Exc4.8K shares3.56%2026-06-302026-07-24

DELL Dell Technologies1.4K shares45.53%2026-06-302026-07-24

ICF iShares Cohen And Steers REIT ETF8.6K shares-4.16%2026-06-302026-07-24

GIS General Mills Inc16.5K shares-8.32%2026-06-302026-07-24

NKE Nike Inc Class B13.7K shares-15.41%2026-06-302026-07-24

XJH Ishs Esg Screen S And P Mid Cap ETF10.8K shares10.56%2026-06-302026-07-24

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SUB iShares Short Term NTNL Mun BND ETF5.2K shares74.54%2026-06-302026-07-24

EW Edwards Lifesciences6.1K shares0.34%2026-06-302026-07-24

CVS CVS Health Corp5.3K shares18.72%2026-06-302026-07-24

JMUB JPMorgan Municipal ETF10.9K shares-20.29%2026-06-302026-07-24

TT Trane Technologies PLC F1.1K shares184.91%2026-06-302026-07-24

CNI Canadian Natl Railwy F4.6K shares0.00%2026-06-302026-07-24

AIG American Intl Group7.2K shares0.35%2026-06-302026-07-24

ATO Atmos Energy Corp3.1K shares-0.35%2026-06-302026-07-24

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HBAN Huntington Bancshs29.2K shares5.61%2026-06-302026-07-24

EG Everest Group, Ltd.1.4K shares0.07%2026-06-302026-07-24

UPS United Parcel Service Class B4.7K shares-25.08%2026-06-302026-07-24

BX Blackstone Group Inc4.3K shares7.64%2026-06-302026-07-24

MAC The Macerich Co REIT20.0K shares0.00%2026-06-302026-07-24

MAIN Main Street Capital9.7K shares0.00%2026-06-302026-07-24

NAC Nuveen Clifornia Qulty M41.1K shares0.86%2026-06-302026-07-24

IYK iShares U.S. Consumer Goods ETF6.9K shares12.83%2026-06-302026-07-24

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XBI SPDR S&P Biotech ETF3.1K shares0.00%2026-06-302026-07-24

WBD Warner Brothers Discover18.5K shares0.86%2026-06-302026-07-24

LAMR Lamar Advertising Co3.1K shares0.00%2026-06-302026-07-24

VTIP Vanguard SHRT Inf Prot Sec Index ETF9.5K shares-3.05%2026-06-302026-07-24

FAST Fastenal Co9.8K shares-5.04%2026-06-302026-07-24

ESGE iShares Esg Aware MSCI Em ETF8.6K shares0.00%2026-06-302026-07-24

OTIS Otis Worldwide Corp6.4K shares-6.65%2026-06-302026-07-24

SPDR Gold Minishares Etv SPDR Gold Minishares Etv5.8K shares3797.30%2026-06-302026-07-24

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BSM Black Stone Minerals LP32.7K shares0.00%2026-06-302026-07-24

PFG Principal Finl4.2K shares0.24%2026-06-302026-07-24

DFAC Dimensional U S Core Equity 2 ETF10.3K shares0.00%2026-06-302026-07-24

PFF iShares Preferred Income Sec ETF14.8K shares-6.22%2026-06-302026-07-24

SCHO Schwab Short Term US Treasury ETF18.5K shares3.88%2026-06-302026-07-24

SJM J M Smucker Co4.0K shares-4.41%2026-06-302026-07-24

TFC Truist Finl Corp8.9K shares2.42%2026-06-302026-07-24

FLOT iShares Floating Rate Bond ETF8.6K shares-4.38%2026-06-302026-07-24

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SDY SPDR S&P Dividend ETF2.9K shares-1.14%2026-06-302026-07-24

SLB Schlumberger LTD F9.3K shares0.51%2026-06-302026-07-24

SUSA iShares MSCI USA Esg Select ETF2.8K shares0.00%2026-06-302026-07-24

SYF Synchrony Finl5.6K shares0.18%2026-06-302026-07-24

SOXX iShares Semiconductor ETF IV660 shares0.00%2026-06-302026-07-24

BSVO Ea Bridgeway Omni SML Cap Val ETF IV14.5K shares0.00%2026-06-302026-07-24

Crowdstrike HLDGS Inc Crowdstrike HLDGS Inc547 shares3.99%2026-06-302026-07-24

WCN Waste Connectionsinc F2.5K shares0.00%2026-06-302026-07-24

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XDTE Roundhill ETF Trust (S&P 500 0dte Covered Call Strategy Etf)10.6K shares0.00%2026-06-302026-07-24

VIOO Vanguard S&P Small Cap 600 ETF3.0K shares-21.25%2026-06-302026-07-24

GBF iShares Govt Credit Bond ETF4.0K shares0.00%2026-06-302026-07-24

FIX Comfort Systems USA207 sharesnew addition2026-06-302026-07-24

AMZA Etfis Ser TR I InfraCap MLP ETF8.8K shares0.00%2026-06-302026-07-24

RIO Rio Tinto PLC F Sponsored ADR4.2K shares0.00%2026-06-302026-07-24

XLE Energy Select Sector SPDR ETF7.5K shares0.00%2026-06-302026-07-24

BF.A Brown Forman Corp Class A14.2K shares0.00%2026-06-302026-07-24

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CNS Cohen & Steers Inc5.1K shares11.29%2026-06-302026-07-24

JNK SPDR Bloomberg Barclays High Yield Bond ETF4.0K shares0.00%2026-06-302026-07-24

AJG Arthur J Gallagher&c1.7K shares-0.42%2026-06-302026-07-24

FTNT Fortinet Inc2.5K shares1.07%2026-06-302026-07-24

Quanta Services Inc Quanta Services Inc523 shares1.95%2026-06-302026-07-24

MDYG SPDR S&P 400 Mid Cap Growth ETF3.4K shares0.00%2026-06-302026-07-24

UL Unilever PLC-Sponsored ADR6.3K shares-6.61%2026-06-302026-07-24

OEF iShares S&P 100 Index1.0K shares0.00%2026-06-302026-07-24

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BN Brookfield Corp F Class A8.5K shares-4.63%2026-06-302026-07-24

XJR iShares Esg (select Screened S&P Small-Cap Etf)6.8K shares42.10%2026-06-302026-07-24

CRDO Credo Technology1.3K sharesnew addition2026-06-302026-07-24

AVDE American Centy ETF (TR Avantis Intl Eqt)3.8K shares0.00%2026-06-302026-07-24

KKR KKR & Co Inc3.7K shares0.35%2026-06-302026-07-24

TAK Takeda Pharma Co F Sponsored ADR20.8K shares0.00%2026-06-302026-07-24

NNN National Retail Properties Inc7.2K shares0.00%2026-06-302026-07-24

NBIX Neurocrine2.0K sharesnew addition2026-06-302026-07-24

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FSLR First Solar Inc1.4K shares0.50%2026-06-302026-07-24

NXP Semiconductors F NXP Semiconductors F1.2K shares1.29%2026-06-302026-07-24

NAZ Nuveen Arizona QLTY MNCP26.4K shares0.00%2026-06-302026-07-24

Medtronic PLC F Medtronic PLC F4.2K shares16.11%2026-06-302026-07-24

LLYVA Liberty Live HLDGS Inc3.2K shares0.00%2026-06-302026-07-24

SHM SPDR Nuveen Bloomberg Barclays Short Term Muni Bond ETF6.8K shares0.00%2026-06-302026-07-24

Halozyme Therapeutics In Halozyme Therapeutics In4.1K sharesnew addition2026-06-302026-07-24

Agilent Technologies Inc Com Agilent Technologies Inc Com2.4K shares0.66%2026-06-302026-07-24

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LYTS L S I Industries Inc12.0K shares0.00%2026-06-302026-07-24

VLTO Veralto Corp3.6K shares3.97%2026-06-302026-07-24

EME Emcor Group Inc383 shares5371.43%2026-06-302026-07-24

EQT EQT Corporation Com5.9K shares1.44%2026-06-302026-07-24

Corteva Inc Corteva Inc3.7K shares-1.77%2026-06-302026-07-24

CBRE Cbre Group Inc Class A2.3K shares-0.73%2026-06-302026-07-24

JLL Jones Lang Lasalle993 shares1555.00%2026-06-302026-07-24

PGR Progressive Co Ohio1.4K shares2.55%2026-06-302026-07-24

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DIA SPDR Dow Jones Industrial Average ETF Trust585 shares0.00%2026-06-302026-07-24

Freeport-Mcmoran Inc Freeport-Mcmoran Inc4.8K shares2.00%2026-06-302026-07-24

CCL Carnival Corporation CMN10.6K sharesnew addition2026-06-302026-07-24

CME Cme Group Inc Class A1.4K shares-0.07%2026-06-302026-07-24

PYPL Paypal Holdings Inc6.9K shares-8.73%2026-06-302026-07-24

CHH Choice Hotels Intl2.7K shares0.00%2026-06-302026-07-24

RMBS Rambus Inc Del Com2.2K shares347.80%2026-06-302026-07-24

L Loews Corp2.6K shares0.11%2026-06-302026-07-24

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EUSB iShares ESG Advanced TTL USD BND ETF6.8K shares0.00%2026-06-302026-07-24

SMH Vaneck Vectors Semiconductor ETF445 shares0.00%2026-06-302026-07-24

USMV iShares MSCI USA Min Vol FCTR ETF3.0K shares-7.02%2026-06-302026-07-24

IXUS iShares Core MSCI Total Intl Stock ETF3.0K shares-14.68%2026-06-302026-07-24

VRTX Vertex Pharmaceutica575 shares0.88%2026-06-302026-07-24

EFV iShares MSCI EAFE Value ETF3.7K shares1.97%2026-06-302026-07-24

INOD Innodata Inc3.7K sharesnew addition2026-06-302026-07-24

VOT Vanguard Mid Cap Growth ETF910 shares23.81%2026-06-302026-07-24

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MTUM iShares TR Edge MSCI USA Momentum Factor ETF810 shares0.00%2026-06-302026-07-24

CMI Cummins Inc387 shares1.57%2026-06-302026-07-24

Applovin Corp Class A Applovin Corp Class A529 shares561.25%2026-06-302026-07-24

Select Sector Uti Select SPDR ETF Select Sector Uti Select SPDR ETF6.0K shares0.00%2026-06-302026-07-24

ISCB iShares Morningstar Small Cap ETF3.6K shares0.00%2026-06-302026-07-24

PFXF Vaneck Preferred Securities Ex Financials ETF15.2K shares-21.77%2026-06-302026-07-24

OUNZ Vaneck Merk Gold ETF7.0K shares0.00%2026-06-302026-07-24

STRL Sterling Constructn316 sharesnew addition2026-06-302026-07-24

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IESC Ies HLDGS Inc361 sharesnew addition2026-06-302026-07-24

SANM Sanmina Corp1.0K sharesnew addition2026-06-302026-07-24

DKNG Draftkings Inc New Class A10.0K shares0.00%2026-06-302026-07-24

MUNI PIMCO Intrmediate Muni Bond Actv ETF4.7K shares0.00%2026-06-302026-07-24

TM Toyota Motor Corp F Sponsored ADR1.5K shares0.00%2026-06-302026-07-24

BRX Brixmor Property Group REIT7.8K shares0.00%2026-06-302026-07-24

PSA Public Storage REIT770 shares0.79%2026-06-302026-07-24

MOS The Mosaic Co11.4K shares-4.32%2026-06-302026-07-24

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SHOP Shopify Inc F Class A2.1K shares-0.43%2026-06-302026-07-24

GPC Genuine Parts Co2.0K shares0.00%2026-06-302026-07-24

XLRE Select Sector SPDR TR Real Estate Select Sector SPDR FD5.4K shares0.00%2026-06-302026-07-24

TSCO Tractor Supply Comp7.6K shares5.80%2026-06-302026-07-24

AIR Aar Corp1.7K sharesnew addition2026-06-302026-07-24

VCR Vanguard Consumer Discretionary ETF595 shares0.00%2026-06-302026-07-24

FTV Fortive Corp Disc3.8K shares6.11%2026-06-302026-07-24

Constellation Brand Class A Constellation Brand Class A1.7K shares2.52%2026-06-302026-07-24

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BATRK Atlanta Braves HLDGS Inc Com Ser C4.5K shares0.00%2026-06-302026-07-24

SPMB SPDR Port MRTGG BCKD BND ETF10.3K shares0.00%2026-06-302026-07-24

VONG Vanguard Russell (1000 Growth Etf)1.8K shares0.00%2026-06-302026-07-24

DT Dynatrace Inc5.2K sharesnew addition2026-06-302026-07-24

LTH Life Time Group HLDGS In5.6K sharesnew addition2026-06-302026-07-24

SOLS Solstice Advanced2.6K shares0.08%2026-06-302026-07-24

ECG Everus Constr Group Inc Com1.4K shares0.07%2026-06-302026-07-24

REGN Regeneron Pharms Inc363 shares0.28%2026-06-302026-07-24

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HPQ HP Inc.10.0K shares0.81%2026-06-302026-07-24

Exxonmobil Holdings Corp Exxonmobil Holdings Corp1.6K sharesnew addition2026-06-302026-07-24

NVR N V R Inc32 shares0.00%2026-06-302026-07-24

AKRE Professionally Managed Portfolios Akre Focus4.1K shares0.00%2026-06-302026-07-24

ADSK Autodesk Inc1.1K shares0.64%2026-06-302026-07-24

ILMN Illumina Inc1.2K shares0.00%2026-06-302026-07-24

LBRDK Liberty Broadband Co Class C6.4K shares0.00%2026-06-302026-07-24

BOTZ Global X Robotics/Artificial Intelligence5.5K shares37.50%2026-06-302026-07-24

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SRCE First Source Corp2.5K shares0.00%2026-06-302026-07-24

WYY Widepoint Corp11.8K shares0.00%2026-06-302026-07-24

Palantir Technologies In Class A Palantir Technologies In Class A1.8K shares-18.33%2026-06-302026-07-24

Royal Caribbean Group F Royal Caribbean Group F648 shares3.18%2026-06-302026-07-24

EXE Expand Energy Corp2.2K shares-1.81%2026-06-302026-07-24

SNPS Synopsys Inc454 shares-1.30%2026-06-302026-07-24

VOE Vanguard Mid Cap Value ETF1.0K shares0.00%2026-06-302026-07-24

EXI iShares Global Industrials ETF1.0K shares0.00%2026-06-302026-07-24

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CLOI Vaneck Clo ETF3.8K shares0.00%2026-06-302026-07-24

MDYV SPDR S&P 400 Mid Cap Value ETF2.1K shares0.29%2026-06-302026-07-24

AEE Ameren Corp1.8K shares0.17%2026-06-302026-07-24

TEL Te Connectivity PLC F978 shares1.35%2026-06-302026-07-24

TDS Telephone & Data SYS5.3K shares0.00%2026-06-302026-07-24

HASI Hannon Armstrong Sustainable5.0K shares0.00%2026-06-302026-07-24

TD Toronto-Dominion BK F1.6K shares0.00%2026-06-302026-07-24

SCHZ Schwab US Aggregate Bond ETF8.4K shares0.00%2026-06-302026-07-24

Sponsored

Adobe Inc Adobe Inc935 shares-61.96%2026-06-302026-07-24

IMAX Imax Corp F4.8K sharesnew addition2026-06-302026-07-24

CHD Church & Dwight Co2.0K shares0.15%2026-06-302026-07-24

CEG Constellation Energy Corp Com767 shares-1.03%2026-06-302026-07-24

RKLB Rocket Lab Corp1.9K shares0.11%2026-06-302026-07-24

RELY Remitly Global Inc8.4K sharesnew addition2026-06-302026-07-24

NXT Nextpower Inc.1.6K shares2202.90%2026-06-302026-07-24

Dominion Energy Inc Dominion Energy Inc2.7K shares1.22%2026-06-302026-07-24

Sponsored

TXT Textron Inc2.0K shares-19.68%2026-06-302026-07-24

IUSG iShares Core S&P US Growth ETF985 shares0.00%2026-06-302026-07-24

OGE O G E Energy CP HLDG3.8K shares0.00%2026-06-302026-07-24

BTSG Brightspring Health SVCS2.6K sharesnew addition2026-06-302026-07-24

AAPL

Apple Inc

0.18%

Shares1.7M

Event2026-06-30

Filed2026-07-24

GOOG

Alphabet Inc. Class C

-1.36%

Shares1.3M

Event2026-06-30

Filed2026-07-24

MSFT

Microsoft Corp

0.47%

Shares989.4K

Event2026-06-30

Filed2026-07-24

VOO

Vanguard S&P 500 ETF

0.79%

Shares361.8K

Event2026-06-30

Filed2026-07-24

JPMorgan Chase & Co

0.10%

Shares739.4K

Event2026-06-30

Filed2026-07-24

NVDA

Nvidia Corp

1.52%

Shares1.2M

Event2026-06-30

Filed2026-07-24

AMZN

Amazon.Com Inc

0.67%

Shares936.1K

Event2026-06-30

Filed2026-07-24

BRK.B

Berkshire Hathaway Class B

0.05%

Shares391.0K

Event2026-06-30

Filed2026-07-24

iShares Core MSCI EAFE ETF

3.79%

Shares1.9M

Event2026-06-30

Filed2026-07-24

Mastercard Inc Class A

0.00%

Shares340.5K

Event2026-06-30

Filed2026-07-24

Procter & Gamble

-0.23%

Shares1.0M

Event2026-06-30

Filed2026-07-24

TJX

TJX Companies Inc

-0.32%

Shares980.8K

Event2026-06-30

Filed2026-07-24

GOOGL

Alphabet Inc. Class A

-0.54%

Shares400.9K

Event2026-06-30

Filed2026-07-24

Costco Wholesale Co

0.63%

Shares141.3K

Event2026-06-30

Filed2026-07-24

PANW

Palo Alto Networks Inc

7.45%

Shares377.0K

Event2026-06-30

Filed2026-07-24

Deere & Co

-0.45%

Shares201.9K

Event2026-06-30

Filed2026-07-24

ADI

Analog Devices Inc

-0.67%

Shares315.9K

Event2026-06-30

Filed2026-07-24

LIN

Linde PLC

-0.04%

Shares241.0K

Event2026-06-30

Filed2026-07-24

ASML

Asml Holding NV

0.09%

Shares61.5K

Event2026-06-30

Filed2026-07-24

AMGN

Amgen Inc.

-0.93%

Shares326.9K

Event2026-06-30

Filed2026-07-24

ETN

Eaton Corp PLC F

1.56%

Shares271.0K

Event2026-06-30

Filed2026-07-24

LOW

Lowes Cos Inc

-3.13%

Shares479.0K

Event2026-06-30

Filed2026-07-24

Nextera Energy Inc

-0.29%

Shares1.2M

Event2026-06-30

Filed2026-07-24

Meta Platforms Inc Class A

2.48%

Shares180.3K

Event2026-06-30

Filed2026-07-24

IJH

iShares Core S&P Mid Cap ETF

11.17%

Shares1.2M

Event2026-06-30

Filed2026-07-24

IJR

iShares Core S&P Small Cap ETF

2.81%

Shares620.2K

Event2026-06-30

Filed2026-07-24

ABT

Abbott Laboratories

-4.45%

Shares944.0K

Event2026-06-30

Filed2026-07-24

TMO

Thermo Fisher Scientific Inc.

-8.70%

Shares167.0K

Event2026-06-30

Filed2026-07-24

Chubb LTD F

-1.18%

Shares225.7K

Event2026-06-30

Filed2026-07-24

Broadcom Inc

81.03%

Shares199.2K

Event2026-06-30

Filed2026-07-24

CVX

Chevron Corp

-1.86%

Shares444.1K

Event2026-06-30

Filed2026-07-24

DUK

Duke Energy Corp

0.14%

Shares580.5K

Event2026-06-30

Filed2026-07-24

PEP

Pepsico Inc

-2.17%

Shares524.2K

Event2026-06-30

Filed2026-07-24

Waste Management Inc

-1.20%

Shares312.4K

Event2026-06-30

Filed2026-07-24

Unitedhealth GRP Inc

-0.57%

Shares163.9K

Event2026-06-30

Filed2026-07-24

IEMG

iShares Core MSCI Emerging ETF

5.07%

Shares745.8K

Event2026-06-30

Filed2026-07-24

JNJ

Johnson & Johnson

0.37%

Shares232.4K

Event2026-06-30

Filed2026-07-24

Vanguard Total Stock Market ETF

-0.70%

Shares159.1K

Event2026-06-30

Filed2026-07-24

Labcorp Holdings Inc

0.37%

Shares204.6K

Event2026-06-30

Filed2026-07-24

VCSH

Vanguard Short Term Corp Bond ETF

-0.19%

Shares703.0K

Event2026-06-30

Filed2026-07-24

VCIT

Vanguard Intermediate Term Cor ETF

-0.87%

Shares651.0K

Event2026-06-30

Filed2026-07-24

BRK.A

Berkshire Hathaway Class A

0.00%

Shares70

Event2026-06-30

Filed2026-07-24

ITW

Illinois Tool Works

-1.55%

Shares191.1K

Event2026-06-30

Filed2026-07-24

MDY

SPDR S&P Midcap 400 ETF

0.13%

Shares63.2K

Event2026-06-30

Filed2026-07-24

QCOM

Qualcomm Inc

-22.42%

Shares239.3K

Event2026-06-30

Filed2026-07-24

ISTB

iShares Core 1 5 Year Usd Bond ETF

14.99%

Shares852.4K

Event2026-06-30

Filed2026-07-24

WMT

WalMart Inc

-0.48%

Shares357.0K

Event2026-06-30

Filed2026-07-24

APH

Amphenol Corp Class A

30384.55%

Shares228.9K

Event2026-06-30

Filed2026-07-24

S&P Global Inc Com

-7.20%

Shares98.8K

Event2026-06-30

Filed2026-07-24

UBER

Uber Technologies Inc

-10.35%

Shares524.0K

Event2026-06-30

Filed2026-07-24

CRM

Salesforce Inc

-5.15%

Shares231.6K

Event2026-06-30

Filed2026-07-24

JQUA

JPMorgan U.S. Quality Factor ETF

3.14%

Shares494.3K

Event2026-06-30

Filed2026-07-24

AXP

American Express Co

0.18%

Shares101.4K

Event2026-06-30

Filed2026-07-24

Accenture PLC Class A

-5.20%

Shares263.8K

Event2026-06-30

Filed2026-07-24

VMBS

Vanguard Mortgage Backed Sec ETF

2.95%

Shares681.7K

Event2026-06-30

Filed2026-07-24

SPIB

SPDR Intermediate Term Corp Bond ETF

10.63%

Shares937.9K

Event2026-06-30

Filed2026-07-24

UNP

Union Pacific Corp

-0.12%

Shares113.0K

Event2026-06-30

Filed2026-07-24

LLY

Lilly Eli & Co

0.05%

Shares25.5K

Event2026-06-30

Filed2026-07-24

Abbvie Inc

0.98%

Shares116.9K

Event2026-06-30

Filed2026-07-24

SPDR S&P 500 ETF

0.09%

Shares37.9K

Event2026-06-30

Filed2026-07-24

FNDX

Schwab Fundamental US Large Co ETF

-4.47%

Shares834.5K

Event2026-06-30

Filed2026-07-24

INTU

Intuit Inc

-21.12%

Shares99.1K

Event2026-06-30

Filed2026-07-24

ORLY

O Reilly Automotive

7.76%

Shares278.4K

Event2026-06-30

Filed2026-07-24

Raytheon Technologies Co

0.57%

Shares134.3K

Event2026-06-30

Filed2026-07-24

IGSB

iShares TR Is 1 5 YR In GR CR BD ETF

-2.05%

Shares479.8K

Event2026-06-30

Filed2026-07-24

CINF

Cincinnati Finl

1.01%

Shares133.4K

Event2026-06-30

Filed2026-07-24

General Dynamics Co

-21.50%

Shares65.0K

Event2026-06-30

Filed2026-07-24

IWR

iShares Russell Mid Cap ETF

3.43%

Shares208.5K

Event2026-06-30

Filed2026-07-24

VEU

Vanguard FTSE All World Ex US ETF

0.88%

Shares271.0K

Event2026-06-30

Filed2026-07-24

ADP

Auto Data Processing

0.57%

Shares98.9K

Event2026-06-30

Filed2026-07-24

USB

US Bancorp

-0.61%

Shares359.4K

Event2026-06-30

Filed2026-07-24

BSV

Vanguard Short-Term Bond ETF

-5.48%

Shares272.4K

Event2026-06-30

Filed2026-07-24

BIV

Vanguard Intermediate Term Bond ETF

12.51%

Shares276.2K

Event2026-06-30

Filed2026-07-24

Canadian Pacific Kansas City LTD

0.52%

Shares243.9K

Event2026-06-30

Filed2026-07-24

NSC

Norfolk Southern Co

0.01%

Shares67.1K

Event2026-06-30

Filed2026-07-24

SCHB

Schwab US Broad Market ETF

-0.27%

Shares723.3K

Event2026-06-30

Filed2026-07-24

XLK

Technology Select Sector SPDR ETF

4.82%

Shares105.6K

Event2026-06-30

Filed2026-07-24

EFA

iShares MSCI EAFE ETF

1.33%

Shares179.4K

Event2026-06-30

Filed2026-07-24

CFR

Cullen Frost Bankers

-3.67%

Shares116.6K

Event2026-06-30

Filed2026-07-24

MCD

McDonalds Corp

-3.12%

Shares61.2K

Event2026-06-30

Filed2026-07-24

FCF

First Comwlth Finl Corp

0.00%

Shares778.5K

Event2026-06-30

Filed2026-07-24

MBB

iShares MBS ETF IV

2.16%

Shares164.6K

Event2026-06-30

Filed2026-07-24

IWB

iShares Russell 1000 ETF

0.00%

Shares37.8K

Event2026-06-30

Filed2026-07-24

iShares Core US Aggregate Bond ETF

-1.41%

Shares155.8K

Event2026-06-30

Filed2026-07-24

MRK

Merck & Co. Inc.

0.14%

Shares117.5K

Event2026-06-30

Filed2026-07-24

SHY

iShares 1-3 Year Treasry Bond ETF

-5.02%

Shares184.4K

Event2026-06-30

Filed2026-07-24

IWP

iShares Russell Mid Cap Growth ETF

-1.50%

Shares103.0K

Event2026-06-30

Filed2026-07-24

TSLA

Tesla Inc

0.64%

Shares35.4K

Event2026-06-30

Filed2026-07-24

VBR

Vanguard Small Cap Value ETF

-1.06%

Shares60.8K

Event2026-06-30

Filed2026-07-24

Exxon Mobil Corp

-1.42%

Shares105.7K

Event2026-06-30

Filed2026-07-24

Vanguard Morningstar Small Cap ETF

-1.45%

Shares47.1K

Event2026-06-30

Filed2026-07-24

The Coca-Cola Co

-1.85%

Shares160.6K

Event2026-06-30

Filed2026-07-24

EMR

Emerson Electric Co

-1.55%

Shares91.3K

Event2026-06-30

Filed2026-07-24

NVS

Novartis AG F Sponsored ADR

-0.11%

Shares83.2K

Event2026-06-30

Filed2026-07-24

IWS

iShares Russell Mid Cap Value ETF

-0.45%

Shares74.3K

Event2026-06-30

Filed2026-07-24

Travelers Companies

-4.60%

Shares37.0K

Event2026-06-30

Filed2026-07-24

SHYG

iShares High Yield Corporate Bond ETF

-2.22%

Shares285.2K

Event2026-06-30

Filed2026-07-24

ROK

Rockwell Automation

0.73%

Shares23.7K

Event2026-06-30

Filed2026-07-24

iShares Core S&P 500 ETF

-4.72%

Shares15.6K

Event2026-06-30

Filed2026-07-24

VBK

Vanguard Small Cap Growth ETF

-1.62%

Shares31.6K

Event2026-06-30

Filed2026-07-24

Home Depot Inc

-5.16%

Shares32.3K

Event2026-06-30

Filed2026-07-24

VWO

Vanguard FTSE Emerging Markets ETF

0.00%

Shares185.3K

Event2026-06-30

Filed2026-07-24

IYW

iShares US Technology ETF

1.98%

Shares42.8K

Event2026-06-30

Filed2026-07-24

INTC

Intel Corp

0.81%

Shares75.7K

Event2026-06-30

Filed2026-07-24

DHR

Danaher Corp

-0.56%

Shares54.4K

Event2026-06-30

Filed2026-07-24

Micron Technology

-0.71%

Shares8.9K

Event2026-06-30

Filed2026-07-24

MKC

MC Cormick & Co Inc

-22.95%

Shares202.3K

Event2026-06-30

Filed2026-07-24

MUB

iShares National Muni Bond ETF

5.07%

Shares91.2K

Event2026-06-30

Filed2026-07-24

FDX

Fedex Corp

-2.80%

Shares29.2K

Event2026-06-30

Filed2026-07-24

IWM

iShares Russell 2000 ETF

2.56%

Shares30.4K

Event2026-06-30

Filed2026-07-24

DIS

Walt Disney Co

-9.14%

Shares94.1K

Event2026-06-30

Filed2026-07-24

WEC

W E C Energy Group Inc

-1.45%

Shares76.9K

Event2026-06-30

Filed2026-07-24

SCHF

Schwab International Equity ETF

0.25%

Shares323.4K

Event2026-06-30

Filed2026-07-24

Visa Inc Class A

2.30%

Shares25.6K

Event2026-06-30

Filed2026-07-24

Oracle Corp

-1.12%

Shares57.6K

Event2026-06-30

Filed2026-07-24

Cisco Systems Inc

0.82%

Shares70.4K

Event2026-06-30

Filed2026-07-24

GOVT

iShares US Treasury Bond ETF

-4.58%

Shares356.9K

Event2026-06-30

Filed2026-07-24

XLY

SPDR Fund Consumer Discre Select ETF

-0.46%

Shares67.7K

Event2026-06-30

Filed2026-07-24

VIG

Vanguard Dividend Appreciation ETF

1.27%

Shares33.5K

Event2026-06-30

Filed2026-07-24

VGT

Vanguard Information Technology ETF

1.37%

Shares65.7K

Event2026-06-30

Filed2026-07-24

SCHX

Schwab US Large Cap ETF

0.35%

Shares260.6K

Event2026-06-30

Filed2026-07-24

MCK

Mckesson Corp

2.59%

Shares9.9K

Event2026-06-30

Filed2026-07-24

BMY

Bristol-Myers Squibb

-1.28%

Shares130.0K

Event2026-06-30

Filed2026-07-24

Colgate-Palmolive Co

-1.93%

Shares81.3K

Event2026-06-30

Filed2026-07-24

IBM

IBM Corp

14.63%

Shares26.3K

Event2026-06-30

Filed2026-07-24

AMD

Advanced Micro

0.96%

Shares12.3K

Event2026-06-30

Filed2026-07-24

IVW

iShares S&P 500 Growth ETF

0.24%

Shares51.5K

Event2026-06-30

Filed2026-07-24

ESGV

Vanguard ESG U.S. Stock ETF

0.00%

Shares51.1K

Event2026-06-30

Filed2026-07-24

MDLZ

Mondelez Intl Class A

-1.95%

Shares114.8K

Event2026-06-30

Filed2026-07-24

TPL

Texas Pacific Land Corp

0.03%

Shares15.0K

Event2026-06-30

Filed2026-07-24

SCHG

Schwab US Large Cap Growth ETF

0.00%

Shares189.7K

Event2026-06-30

Filed2026-07-24

YUM

Yum Brands Inc

0.09%

Shares39.9K

Event2026-06-30

Filed2026-07-24

LMT

Lockheed Martin Corp

-0.56%

Shares12.5K

Event2026-06-30

Filed2026-07-24

VGSH

Vanguard Short Term Treasury ETF

-0.52%

Shares105.6K

Event2026-06-30

Filed2026-07-24

Kroger Co

-0.07%

Shares107.5K

Event2026-06-30

Filed2026-07-24

CAT

Caterpillar Inc

2.91%

Shares5.6K

Event2026-06-30

Filed2026-07-24

Philip Morris Intl

-0.23%

Shares31.9K

Event2026-06-30

Filed2026-07-24

VXF

Vanguard Extended Market ETF

0.00%

Shares23.5K

Event2026-06-30

Filed2026-07-24

VFH

Vanguard Financials ETF

0.00%

Shares42.3K

Event2026-06-30

Filed2026-07-24

GE Aerospace

0.42%

Shares14.8K

Event2026-06-30

Filed2026-07-24

WMB

Williams Companies

-0.30%

Shares74.1K

Event2026-06-30

Filed2026-07-24

USIG

iShares Broad USD Investment Grade Corporate Bond ETF

-5.96%

Shares104.7K

Event2026-06-30

Filed2026-07-24

Vanguard Mid Cap ETF

-1.45%

Shares64.9K

Event2026-06-30

Filed2026-07-24

IVE

iShares S&P 500 Value ETF

-1.07%

Shares22.9K

Event2026-06-30

Filed2026-07-24

SYK

Stryker Corp

-3.32%

Shares16.1K

Event2026-06-30

Filed2026-07-24

Byline Bancorp Inc Com

0.00%

Shares134.2K

Event2026-06-30

Filed2026-07-24

CTAS

Cintas Corp

-0.49%

Shares29.0K

Event2026-06-30

Filed2026-07-24

Morgan Stanley

0.22%

Shares22.8K

Event2026-06-30

Filed2026-07-24

IGIB

iShares TRT Is 5 10 Inv GR CR BD ETF

-0.98%

Shares88.6K

Event2026-06-30

Filed2026-07-24

AMT

American Tower Corp REIT

-8.28%

Shares28.0K

Event2026-06-30

Filed2026-07-24

SBUX

Starbucks Corp

-12.26%

Shares45.1K

Event2026-06-30

Filed2026-07-24

TTWO

Take-Two Interactive

0.09%

Shares17.6K

Event2026-06-30

Filed2026-07-24

CAH

Cardinal Health Inc

8.86%

Shares18.5K

Event2026-06-30

Filed2026-07-24

VIS

Vanguard Industrials ETF

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-24

SYY

Sysco Corp

-5.93%

Shares51.6K

Event2026-06-30

Filed2026-07-24

SCHE

Schwab Emerging Markets Equity ETF

0.44%

Shares118.7K

Event2026-06-30

Filed2026-07-24

CSX

CSX Corp

-3.79%

Shares89.7K

Event2026-06-30

Filed2026-07-24

VEA

Vanguard FTSE Developed Markets ETF

-1.06%

Shares56.0K

Event2026-06-30

Filed2026-07-24

IWF

iShares Russell 1000 Growth ETF

1.23%

Shares32.0K

Event2026-06-30

Filed2026-07-24

GEV

GE Vernova Inc Com

9.06%

Shares3.3K

Event2026-06-30

Filed2026-07-24

JPST

JPMorgan Ultra Short Income ETF

21.05%

Shares73.6K

Event2026-06-30

Filed2026-07-24

Applied Materials

18.06%

Shares4.9K

Event2026-06-30

Filed2026-07-24

SPSB

SPDR Short Term Corporate BND ETF

1.04%

Shares115.3K

Event2026-06-30

Filed2026-07-24

Seagate Technology Holdings PB LTD Co

0.42%

Shares3.6K

Event2026-06-30

Filed2026-07-24

VUG

Vanguard Growth ETF

1.43%

Shares39.6K

Event2026-06-30

Filed2026-07-24

TXN

Texas Instruments

-0.90%

Shares11.4K

Event2026-06-30

Filed2026-07-24

Goldman Sachs Group

-0.21%

Shares3.3K

Event2026-06-30

Filed2026-07-24

MPC

Marathon Pete Corp

35.60%

Shares12.9K

Event2026-06-30

Filed2026-07-24

VTWV

Vanguard Russell 2000 Value ETF

0.00%

Shares16.8K

Event2026-06-30

Filed2026-07-24

IWO

iShares Russell 2000 Growth ETF

0.91%

Shares8.3K

Event2026-06-30

Filed2026-07-24

XLV

Select Sector Health Care SPDR ETF

0.00%

Shares20.7K

Event2026-06-30

Filed2026-07-24

Ameriprise Finl

-0.04%

Shares7.1K

Event2026-06-30

Filed2026-07-24

WSBC

Wesbanco Inc

0.00%

Shares81.8K

Event2026-06-30

Filed2026-07-24

BND

Vanguard Total Bond Market ETF

0.00%

Shares43.4K

Event2026-06-30

Filed2026-07-24

SCHM

Charles Schwab US MC ETF

0.00%

Shares85.7K

Event2026-06-30

Filed2026-07-24

IWN

iShares Russell 2000 Value ETF

0.25%

Shares14.2K

Event2026-06-30

Filed2026-07-24

ENB

Enbridge Inc F

-8.65%

Shares56.2K

Event2026-06-30

Filed2026-07-24

QQQ

Invesco QQQ Trust

0.84%

Shares4.1K

Event2026-06-30

Filed2026-07-24

PSX

Phillips 66

1.09%

Shares17.8K

Event2026-06-30

Filed2026-07-24

Vanguard Large Cap ETF

-1.22%

Shares8.7K

Event2026-06-30

Filed2026-07-24

BDX

Becton Dickinson & Co.

-1.17%

Shares19.1K

Event2026-06-30

Filed2026-07-24

BAC

Bank Of America Corp

4.60%

Shares50.6K

Event2026-06-30

Filed2026-07-24

BKNG

Booking Holdings Inc

-1.77%

Shares16.0K

Event2026-06-30

Filed2026-07-24

SCZ

iShares MSCI EAFE Small Cap ETF

-0.58%

Shares34.5K

Event2026-06-30

Filed2026-07-24

VGIT

Vanguard Intermediate-Term Treasury Index FD ETF

4.10%

Shares48.0K

Event2026-06-30

Filed2026-07-24

Parker-Hannifin Corp

-0.86%

Shares2.9K

Event2026-06-30

Filed2026-07-24

VMC

Vulcan Materials Com

0.05%

Shares9.4K

Event2026-06-30

Filed2026-07-24

COP

Conocophillips

-0.24%

Shares25.9K

Event2026-06-30

Filed2026-07-24

NULV

Nuveen Esg Large-Cap Value ETF

10.39%

Shares52.4K

Event2026-06-30

Filed2026-07-24

EEM

iShares MSCI Emerging Markets ETF

-0.48%

Shares37.9K

Event2026-06-30

Filed2026-07-24

MAR

Marriott Intl Inc Class A

12.46%

Shares7.0K

Event2026-06-30

Filed2026-07-24

3M Co

0.20%

Shares15.6K

Event2026-06-30

Filed2026-07-24

TGT

Target Corp

-1.28%

Shares19.3K

Event2026-06-30

Filed2026-07-24

PNC

PNC Finl Services

2.68%

Shares10.2K

Event2026-06-30

Filed2026-07-24

FITB

Fifth Third Bancorp

0.10%

Shares44.1K

Event2026-06-30

Filed2026-07-24

XVV

iShares Esg Select Screened S&P 500 ETF

23.85%

Shares44.1K

Event2026-06-30

Filed2026-07-24

PFE

Pfizer Inc

2.63%

Shares103.7K

Event2026-06-30

Filed2026-07-24

SCHA

Schwab US Small Cap ETF

0.00%

Shares67.6K

Event2026-06-30

Filed2026-07-24

SUSB

iShares Esg Awr 1 5 Y Usd CP BND ETF

0.49%

Shares95.1K

Event2026-06-30

Filed2026-07-24

Bank Of NY Mellon Co

0.14%

Shares16.3K

Event2026-06-30

Filed2026-07-24

IBB

iShares Nasdaq Biotechnology ETF

2.84%

Shares12.2K

Event2026-06-30

Filed2026-07-24

TTC

Toro Co

0.00%

Shares23.6K

Event2026-06-30

Filed2026-07-24

ALL

Allstate Corp

0.15%

Shares9.6K

Event2026-06-30

Filed2026-07-24

QUAL

iShares MSCI USA QLTY Fact ETF

-0.99%

Shares10.3K

Event2026-06-30

Filed2026-07-24

JBL

Jabil Inc

18.86%

Shares5.8K

Event2026-06-30

Filed2026-07-24

A T & T Inc

-1.10%

Shares108.4K

Event2026-06-30

Filed2026-07-24

VDC

Vanguard Consumer Staple ETF

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-24

MMC

Marsh & MC Lennan Co

28.62%

Shares13.1K

Event2026-06-30

Filed2026-07-24

Fedex Freight Holding Co-W/I

New

Shares14.3K

Event2026-06-30

Filed2026-07-24

XLC

Communicat SVS SLCT Sec SPDR ETF

43.30%

Shares19.9K

Event2026-06-30

Filed2026-07-24

KMB

Kimberly Clark Corp

-3.47%

Shares19.1K

Event2026-06-30

Filed2026-07-24

IYJ

iShares US Industrials ETF

2.53%

Shares12.6K

Event2026-06-30

Filed2026-07-24

IWD

iShares Russell 1000 Value ETF

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-24

CARR

Carrier Global Corp

-0.37%

Shares28.4K

Event2026-06-30

Filed2026-07-24

Vanguard Total World Stock ETF

-2.54%

Shares13.3K

Event2026-06-30

Filed2026-07-24

NTRS

Northern Trust Corp

3.87%

Shares11.9K

Event2026-06-30

Filed2026-07-24

TSM

Taiwan Semiconductor F Sponsored ADR

-0.70%

Shares4.2K

Event2026-06-30

Filed2026-07-24

GLW

Corning Inc

3.04%

Shares7.7K

Event2026-06-30

Filed2026-07-24

NVO

Novo-Nordisk A S F Sponsored ADR

0.00%

Shares39.3K

Event2026-06-30

Filed2026-07-24

Boeing Co

0.04%

Shares8.6K

Event2026-06-30

Filed2026-07-24

BLK

BlackRock Inc Com

-8.11%

Shares1.9K

Event2026-06-30

Filed2026-07-24

VTEB

Vanguard Muni BND Tax Exempt ETF

-3.59%

Shares35.8K

Event2026-06-30

Filed2026-07-24

VNQ

Vanguard Real Estate ETF

-0.71%

Shares18.6K

Event2026-06-30

Filed2026-07-24

Honeywell Intl Inc Com New

New

Shares7.9K

Event2026-06-30

Filed2026-07-24

TIP

iShares TIPS Bond ETF

2.79%

Shares16.1K

Event2026-06-30

Filed2026-07-24

Honeywell Aerospace Inc. CMN

New

Shares8.0K

Event2026-06-30

Filed2026-07-24

EAGG

iShares Esg Aware US Aggrgt BND ETF

9.06%

Shares36.9K

Event2026-06-30

Filed2026-07-24

GWW

WW Grainger Inc

27.36%

Shares1.3K

Event2026-06-30

Filed2026-07-24

ELV

Elevance Health, Inc

0.20%

Shares4.4K

Event2026-06-30

Filed2026-07-24

WFC

Wells Fargo & Co

-4.11%

Shares20.5K

Event2026-06-30

Filed2026-07-24

CDW

CDW Corp

-42.41%

Shares11.8K

Event2026-06-30

Filed2026-07-24

MFC

Manulife Finl F

0.00%

Shares40.4K

Event2026-06-30

Filed2026-07-24

SCHW

Charles Schwab Corp

-1.92%

Shares17.7K

Event2026-06-30

Filed2026-07-24

VHT

Vanguard Health Care ETF

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-24

GLD

SPDR Gold Shares ETF

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-24

COR

Cencora Inc

-0.13%

Shares5.5K

Event2026-06-30

Filed2026-07-24

YUMC

Yum China Holdings Inc

0.00%

Shares38.0K

Event2026-06-30

Filed2026-07-24

MLM

Martin Marietta Materials Inc

0.07%

Shares2.7K

Event2026-06-30

Filed2026-07-24

MLN

Vaneck Vectors Long Muni ETF

-11.55%

Shares85.6K

Event2026-06-30

Filed2026-07-24

LHX

L3harris Technologies Inc.

-8.23%

Shares5.1K

Event2026-06-30

Filed2026-07-24

LRCX

Lam Research Corp

60.88%

Shares3.4K

Event2026-06-30

Filed2026-07-24

NOC

Northrop Grumman Co

1.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

IWV

iShares Russell 3000 ETF

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-24

ANET

Arista Networks Inc

39.99%

Shares8.4K

Event2026-06-30

Filed2026-07-24

AWK

American Water Works

0.21%

Shares10.6K

Event2026-06-30

Filed2026-07-24

SRE

Sempra Energy

0.22%

Shares14.9K

Event2026-06-30

Filed2026-07-24

VSGX

Vanguard Esg Internatnl Stock ETF

-0.82%

Shares16.7K

Event2026-06-30

Filed2026-07-24

FLEX

Flextronics Intl LTD Ord SHS

-0.67%

Shares8.4K

Event2026-06-30

Filed2026-07-24

KMI

Kinder Morgan Inc

0.34%

Shares42.7K

Event2026-06-30

Filed2026-07-24

VTV

Vanguard Value ETF

-1.87%

Shares6.2K

Event2026-06-30

Filed2026-07-24

HUBB

Hubbell Inc

0.19%

Shares2.6K

Event2026-06-30

Filed2026-07-24

NRG

NRG Energy Inc

0.33%

Shares9.1K

Event2026-06-30

Filed2026-07-24

ESGD

iShares ESG Aware MSCI EAFE ETF

28.87%

Shares13.0K

Event2026-06-30

Filed2026-07-24

MET

Metlife Inc

0.23%

Shares15.6K

Event2026-06-30

Filed2026-07-24

Bloom Energy Corp A

12.34%

Shares4.3K

Event2026-06-30

Filed2026-07-24

PCAR

Paccar Inc

0.09%

Shares10.6K

Event2026-06-30

Filed2026-07-24

PRU

Prudential Finl

-0.25%

Shares11.2K

Event2026-06-30

Filed2026-07-24

APD

Air Prod & Chemicals

2.22%

Shares4.0K

Event2026-06-30

Filed2026-07-24

HUM

Humana Inc

0.27%

Shares3.0K

Event2026-06-30

Filed2026-07-24

DOV

Dover Corp

1.45%

Shares5.2K

Event2026-06-30

Filed2026-07-24

Zoetis Inc Class A

-91.38%

Shares16.1K

Event2026-06-30

Filed2026-07-24

SHW

Sherwin Williams Co

1.04%

Shares3.3K

Event2026-06-30

Filed2026-07-24

ISRG

Intuitive Surgical

-1.62%

Shares2.8K

Event2026-06-30

Filed2026-07-24

AEP

Amer Electric PWR Co

-1.76%

Shares8.1K

Event2026-06-30

Filed2026-07-24

On Semiconductor

0.28%

Shares11.7K

Event2026-06-30

Filed2026-07-24

Altria Group Inc

-0.70%

Shares15.1K

Event2026-06-30

Filed2026-07-24

BAH

Booz Allen Hamilton Class A

-35.98%

Shares18.1K

Event2026-06-30

Filed2026-07-24

MEDP

Medpace Holdings Inc

30.61%

Shares2.1K

Event2026-06-30

Filed2026-07-24

RSP

Invesco S&P 500 Equal Weight ETF

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-24

IYM

iShares US Basic Materials ETF

3.42%

Shares6.0K

Event2026-06-30

Filed2026-07-24

KLAC

Kla Corp

2547.37%

Shares3.5K

Event2026-06-30

Filed2026-07-24

SIRI

Siriusxm HLDGS Inc

0.00%

Shares35.6K

Event2026-06-30

Filed2026-07-24

IEX

Idex Corp

0.07%

Shares4.6K

Event2026-06-30

Filed2026-07-24

CMCSA

Comcast Corp Class A

-3.45%

Shares42.2K

Event2026-06-30

Filed2026-07-24

GNMA

iShares GNMA Bond ETF

0.00%

Shares23.1K

Event2026-06-30

Filed2026-07-24

GILD

Gilead Sciences Inc

0.51%

Shares8.0K

Event2026-06-30

Filed2026-07-24

TMUS

T-Mobile US Inc Com

-39.48%

Shares5.9K

Event2026-06-30

Filed2026-07-24

SCHV

Schwab US Large Cap Value ETF

0.04%

Shares28.0K

Event2026-06-30

Filed2026-07-24

IYH

iShares US Healthcare ETF

0.00%

Shares14.5K

Event2026-06-30

Filed2026-07-24

RNP

Cohen Steers REIT Prefer

2.22%

Shares47.9K

Event2026-06-30

Filed2026-07-24

Verizon Communication

6.44%

Shares22.8K

Event2026-06-30

Filed2026-07-24

HSY

Hershey Co

39.65%

Shares5.5K

Event2026-06-30

Filed2026-07-24

VYM

Vanguard High Dividend Yield ETF

0.03%

Shares6.1K

Event2026-06-30

Filed2026-07-24

VCEB

Vanguard Esg US Bond ETF

0.95%

Shares15.1K

Event2026-06-30

Filed2026-07-24

IYC

iShares U.S. Consumer Services ETF

3.20%

Shares9.4K

Event2026-06-30

Filed2026-07-24

DBEF

Deutsche X-Trackers MSCI EAFE Hedged Equity

0.00%

Shares17.3K

Event2026-06-30

Filed2026-07-24

IVOO

Vanguard S&P Mid Cap 400 ETF

2.10%

Shares7.2K

Event2026-06-30

Filed2026-07-24

ITOT

iShares Total US Stock Market ETF

-1.95%

Shares5.7K

Event2026-06-30

Filed2026-07-24

USA

Liberty All Star Equity

-8.27%

Shares159.8K

Event2026-06-30

Filed2026-07-24

Southern Co

0.54%

Shares9.6K

Event2026-06-30

Filed2026-07-24

DGRO

iShares Core Dividend Growth ETF

-9.68%

Shares12.0K

Event2026-06-30

Filed2026-07-24

SMB

Vaneck Vectors Short Muni ETF

-7.62%

Shares50.7K

Event2026-06-30

Filed2026-07-24

SCHD

Schwab US Dividend Equity ETF

31.27%

Shares27.0K

Event2026-06-30

Filed2026-07-24

Netflix Inc

17.27%

Shares11.8K

Event2026-06-30

Filed2026-07-24

FCNCA

First Citizens BKSH Class A

0.00%

Shares400

Event2026-06-30

Filed2026-07-24

MSI

Motorola Solutions

43.15%

Shares2.0K

Event2026-06-30

Filed2026-07-24

PPG

PPG Industries Inc

0.29%

Shares6.8K

Event2026-06-30

Filed2026-07-24

DEO

Diageo PLC F Sponsored ADR

-12.27%

Shares10.2K

Event2026-06-30

Filed2026-07-24

DSI

iShares MSCI KLD 400 Social Indx ETF

-3.23%

Shares5.7K

Event2026-06-30

Filed2026-07-24

TPR

Tapestry Inc

52.55%

Shares5.5K

Event2026-06-30

Filed2026-07-24

CMG

Chipotle Mexican GRL

1.75%

Shares23.2K

Event2026-06-30

Filed2026-07-24

VPU

Vanguard Utilities ETF

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

BF.B

Brown Forman Corp Class B

0.51%

Shares29.1K

Event2026-06-30

Filed2026-07-24

LLYVK

Liberty Live HLDGS Inc Ser C Liberty Live Group Com

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-24

EBAY

eBay Inc

1.71%

Shares6.9K

Event2026-06-30

Filed2026-07-24

SPLV

Invesco S&P 500 Low Volatility ETF

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-24

ETR

Entergy Corp

0.57%

Shares6.6K

Event2026-06-30

Filed2026-07-24

Microchip Technology

-3.25%

Shares8.1K

Event2026-06-30

Filed2026-07-24

DCI

Donaldson Co

-54.82%

Shares8.2K

Event2026-06-30

Filed2026-07-24

SWK

Stanley Black & Deck

0.61%

Shares7.8K

Event2026-06-30

Filed2026-07-24

NTAP

Netapp Inc

0.34%

Shares4.7K

Event2026-06-30

Filed2026-07-24

SHEL

Shell PLC F Unsponsored ADR

10.77%

Shares9.4K

Event2026-06-30

Filed2026-07-24

IBKR

Interactive Brokers Class A

0.85%

Shares8.3K

Event2026-06-30

Filed2026-07-24

CIGNA Corp

0.42%

Shares2.6K

Event2026-06-30

Filed2026-07-24

DVY

iShares Select Dividend ETF

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-24

EXPE

Expedia Group Inc.

0.21%

Shares2.8K

Event2026-06-30

Filed2026-07-24

Citigroup Inc

9.12%

Shares5.0K

Event2026-06-30

Filed2026-07-24

IJT

iShares S&P Small-Cap 600 Growth ETF

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

CDN Imperial BK Comm F

-5.15%

Shares5.8K

Event2026-06-30

Filed2026-07-24

MCO

Moodys Corp Com

0.41%

Shares1.5K

Event2026-06-30

Filed2026-07-24

LCNB

LCNB Corp

0.03%

Shares37.7K

Event2026-06-30

Filed2026-07-24

COF

Capital One FC

0.30%

Shares3.3K

Event2026-06-30

Filed2026-07-24

ESGU

iShares Esg Aware MSCI USA ETF

18.02%

Shares4.0K

Event2026-06-30

Filed2026-07-24

VXUS

Vanguard Total International STK ETF

5.85%

Shares7.7K

Event2026-06-30

Filed2026-07-24

HPE

Hewlett Packard Enterprise

0.39%

Shares13.9K

Event2026-06-30

Filed2026-07-24

NUSC

Nuveen Esg Small Cap ETF

638.46%

Shares12.0K

Event2026-06-30

Filed2026-07-24

HIG

Hartford Finl SVC GP

0.37%

Shares4.7K

Event2026-06-30

Filed2026-07-24

HSIC

Schein Henry Inc

0.08%

Shares7.3K

Event2026-06-30

Filed2026-07-24

CRSP

Crispr Therapeutics F

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-24

VUSB

Vanguard Ultra Short Bond ETF

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-24

ICE

Intercontinental Exc

3.56%

Shares4.8K

Event2026-06-30

Filed2026-07-24

DELL

Dell Technologies

45.53%

Shares1.4K

Event2026-06-30

Filed2026-07-24

ICF

iShares Cohen And Steers REIT ETF

-4.16%

Shares8.6K

Event2026-06-30

Filed2026-07-24

GIS

General Mills Inc

-8.32%

Shares16.5K

Event2026-06-30

Filed2026-07-24

NKE

Nike Inc Class B

-15.41%

Shares13.7K

Event2026-06-30

Filed2026-07-24

XJH

Ishs Esg Screen S And P Mid Cap ETF

10.56%

Shares10.8K

Event2026-06-30

Filed2026-07-24

SUB

iShares Short Term NTNL Mun BND ETF

74.54%

Shares5.2K

Event2026-06-30

Filed2026-07-24

Edwards Lifesciences

0.34%

Shares6.1K

Event2026-06-30

Filed2026-07-24

CVS

CVS Health Corp

18.72%

Shares5.3K

Event2026-06-30

Filed2026-07-24

JMUB

JPMorgan Municipal ETF

-20.29%

Shares10.9K

Event2026-06-30

Filed2026-07-24

Trane Technologies PLC F

184.91%

Shares1.1K

Event2026-06-30

Filed2026-07-24

CNI

Canadian Natl Railwy F

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-24

AIG

American Intl Group

0.35%

Shares7.2K

Event2026-06-30

Filed2026-07-24

ATO

Atmos Energy Corp

-0.35%

Shares3.1K

Event2026-06-30

Filed2026-07-24

HBAN

Huntington Bancshs

5.61%

Shares29.2K

Event2026-06-30

Filed2026-07-24

Everest Group, Ltd.

0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-24

UPS

United Parcel Service Class B

-25.08%

Shares4.7K

Event2026-06-30

Filed2026-07-24

Blackstone Group Inc

7.64%

Shares4.3K

Event2026-06-30

Filed2026-07-24

MAC

The Macerich Co REIT

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-24

MAIN

Main Street Capital

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-24

NAC

Nuveen Clifornia Qulty M

0.86%

Shares41.1K

Event2026-06-30

Filed2026-07-24

IYK

iShares U.S. Consumer Goods ETF

12.83%

Shares6.9K

Event2026-06-30

Filed2026-07-24

XBI

SPDR S&P Biotech ETF

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-24

WBD

Warner Brothers Discover

0.86%

Shares18.5K

Event2026-06-30

Filed2026-07-24

LAMR

Lamar Advertising Co

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-24

VTIP

Vanguard SHRT Inf Prot Sec Index ETF

-3.05%

Shares9.5K

Event2026-06-30

Filed2026-07-24

FAST

Fastenal Co

-5.04%

Shares9.8K

Event2026-06-30

Filed2026-07-24

ESGE

iShares Esg Aware MSCI Em ETF

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-24

OTIS

Otis Worldwide Corp

-6.65%

Shares6.4K

Event2026-06-30

Filed2026-07-24

SPDR Gold Minishares Etv

3797.30%

Shares5.8K

Event2026-06-30

Filed2026-07-24

BSM

Black Stone Minerals LP

0.00%

Shares32.7K

Event2026-06-30

Filed2026-07-24

PFG

Principal Finl

0.24%

Shares4.2K

Event2026-06-30

Filed2026-07-24

DFAC

Dimensional U S Core Equity 2 ETF

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-24

PFF

iShares Preferred Income Sec ETF

-6.22%

Shares14.8K

Event2026-06-30

Filed2026-07-24

SCHO

Schwab Short Term US Treasury ETF

3.88%

Shares18.5K

Event2026-06-30

Filed2026-07-24

SJM

J M Smucker Co

-4.41%

Shares4.0K

Event2026-06-30

Filed2026-07-24

TFC

Truist Finl Corp

2.42%

Shares8.9K

Event2026-06-30

Filed2026-07-24

FLOT

iShares Floating Rate Bond ETF

-4.38%

Shares8.6K

Event2026-06-30

Filed2026-07-24

SDY

SPDR S&P Dividend ETF

-1.14%

Shares2.9K

Event2026-06-30

Filed2026-07-24

SLB

Schlumberger LTD F

0.51%

Shares9.3K

Event2026-06-30

Filed2026-07-24

SUSA

iShares MSCI USA Esg Select ETF

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

SYF

Synchrony Finl

0.18%

Shares5.6K

Event2026-06-30

Filed2026-07-24

SOXX

iShares Semiconductor ETF IV

0.00%

Shares660

Event2026-06-30

Filed2026-07-24

BSVO

Ea Bridgeway Omni SML Cap Val ETF IV

0.00%

Shares14.5K

Event2026-06-30

Filed2026-07-24

Crowdstrike HLDGS Inc

3.99%

Shares547

Event2026-06-30

Filed2026-07-24

WCN

Waste Connectionsinc F

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

XDTE

Roundhill ETF Trust (S&P 500 0dte Covered Call Strategy Etf)

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-24

VIOO

Vanguard S&P Small Cap 600 ETF

-21.25%

Shares3.0K

Event2026-06-30

Filed2026-07-24

GBF

iShares Govt Credit Bond ETF

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

FIX

Comfort Systems USA

New

Shares207

Event2026-06-30

Filed2026-07-24

AMZA

Etfis Ser TR I InfraCap MLP ETF

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-24

RIO

Rio Tinto PLC F Sponsored ADR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-24

XLE

Energy Select Sector SPDR ETF

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-24

BF.A

Brown Forman Corp Class A

0.00%

Shares14.2K

Event2026-06-30

Filed2026-07-24

CNS

Cohen & Steers Inc

11.29%

Shares5.1K

Event2026-06-30

Filed2026-07-24

JNK

SPDR Bloomberg Barclays High Yield Bond ETF

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

AJG

Arthur J Gallagher&c

-0.42%

Shares1.7K

Event2026-06-30

Filed2026-07-24

FTNT

Fortinet Inc

1.07%

Shares2.5K

Event2026-06-30

Filed2026-07-24

Quanta Services Inc

1.95%

Shares523

Event2026-06-30

Filed2026-07-24

MDYG

SPDR S&P 400 Mid Cap Growth ETF

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-24

Unilever PLC-Sponsored ADR

-6.61%

Shares6.3K

Event2026-06-30

Filed2026-07-24

OEF

iShares S&P 100 Index

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

Brookfield Corp F Class A

-4.63%

Shares8.5K

Event2026-06-30

Filed2026-07-24

XJR

iShares Esg (select Screened S&P Small-Cap Etf)

42.10%

Shares6.8K

Event2026-06-30

Filed2026-07-24

CRDO

Credo Technology

New

Shares1.3K

Event2026-06-30

Filed2026-07-24

AVDE

American Centy ETF (TR Avantis Intl Eqt)

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

KKR

KKR & Co Inc

0.35%

Shares3.7K

Event2026-06-30

Filed2026-07-24

TAK

Takeda Pharma Co F Sponsored ADR

0.00%

Shares20.8K

Event2026-06-30

Filed2026-07-24

NNN

National Retail Properties Inc

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-24

NBIX

Neurocrine

New

Shares2.0K

Event2026-06-30

Filed2026-07-24

FSLR

First Solar Inc

0.50%

Shares1.4K

Event2026-06-30

Filed2026-07-24

NXP Semiconductors F

1.29%

Shares1.2K

Event2026-06-30

Filed2026-07-24

NAZ

Nuveen Arizona QLTY MNCP

0.00%

Shares26.4K

Event2026-06-30

Filed2026-07-24

Medtronic PLC F

16.11%

Shares4.2K

Event2026-06-30

Filed2026-07-24

LLYVA

Liberty Live HLDGS Inc

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-24

SHM

SPDR Nuveen Bloomberg Barclays Short Term Muni Bond ETF

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-24

Halozyme Therapeutics In

New

Shares4.1K

Event2026-06-30

Filed2026-07-24

Agilent Technologies Inc Com

0.66%

Shares2.4K

Event2026-06-30

Filed2026-07-24

LYTS

L S I Industries Inc

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-24

VLTO

Veralto Corp

3.97%

Shares3.6K

Event2026-06-30

Filed2026-07-24

EME

Emcor Group Inc

5371.43%

Shares383

Event2026-06-30

Filed2026-07-24

EQT

EQT Corporation Com

1.44%

Shares5.9K

Event2026-06-30

Filed2026-07-24

Corteva Inc

-1.77%

Shares3.7K

Event2026-06-30

Filed2026-07-24

CBRE

Cbre Group Inc Class A

-0.73%

Shares2.3K

Event2026-06-30

Filed2026-07-24

JLL

Jones Lang Lasalle

1555.00%

Shares993

Event2026-06-30

Filed2026-07-24

PGR

Progressive Co Ohio

2.55%

Shares1.4K

Event2026-06-30

Filed2026-07-24

DIA

SPDR Dow Jones Industrial Average ETF Trust

0.00%

Shares585

Event2026-06-30

Filed2026-07-24

Freeport-Mcmoran Inc

2.00%

Shares4.8K

Event2026-06-30

Filed2026-07-24

CCL

Carnival Corporation CMN

New

Shares10.6K

Event2026-06-30

Filed2026-07-24

CME

Cme Group Inc Class A

-0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-24

PYPL

Paypal Holdings Inc

-8.73%

Shares6.9K

Event2026-06-30

Filed2026-07-24

CHH

Choice Hotels Intl

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

RMBS

Rambus Inc Del Com

347.80%

Shares2.2K

Event2026-06-30

Filed2026-07-24

Loews Corp

0.11%

Shares2.6K

Event2026-06-30

Filed2026-07-24

EUSB

iShares ESG Advanced TTL USD BND ETF

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-24

SMH

Vaneck Vectors Semiconductor ETF

0.00%

Shares445

Event2026-06-30

Filed2026-07-24

USMV

iShares MSCI USA Min Vol FCTR ETF

-7.02%

Shares3.0K

Event2026-06-30

Filed2026-07-24

IXUS

iShares Core MSCI Total Intl Stock ETF

-14.68%

Shares3.0K

Event2026-06-30

Filed2026-07-24

VRTX

Vertex Pharmaceutica

0.88%

Shares575

Event2026-06-30

Filed2026-07-24

EFV

iShares MSCI EAFE Value ETF

1.97%

Shares3.7K

Event2026-06-30

Filed2026-07-24

INOD

Innodata Inc

New

Shares3.7K

Event2026-06-30

Filed2026-07-24

VOT

Vanguard Mid Cap Growth ETF

23.81%

Shares910

Event2026-06-30

Filed2026-07-24

MTUM

iShares TR Edge MSCI USA Momentum Factor ETF

0.00%

Shares810

Event2026-06-30

Filed2026-07-24

CMI

Cummins Inc

1.57%

Shares387

Event2026-06-30

Filed2026-07-24

Applovin Corp Class A

561.25%

Shares529

Event2026-06-30

Filed2026-07-24

Select Sector Uti Select SPDR ETF

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-24

ISCB

iShares Morningstar Small Cap ETF

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-24

PFXF

Vaneck Preferred Securities Ex Financials ETF

-21.77%

Shares15.2K

Event2026-06-30

Filed2026-07-24

OUNZ

Vaneck Merk Gold ETF

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-24

STRL

Sterling Constructn

New

Shares316

Event2026-06-30

Filed2026-07-24

IESC

Ies HLDGS Inc

New

Shares361

Event2026-06-30

Filed2026-07-24

SANM

Sanmina Corp

New

Shares1.0K

Event2026-06-30

Filed2026-07-24

DKNG

Draftkings Inc New Class A

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-24

MUNI

PIMCO Intrmediate Muni Bond Actv ETF

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-24

Toyota Motor Corp F Sponsored ADR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

BRX

Brixmor Property Group REIT

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-24

PSA

Public Storage REIT

0.79%

Shares770

Event2026-06-30

Filed2026-07-24

MOS

The Mosaic Co

-4.32%

Shares11.4K

Event2026-06-30

Filed2026-07-24

SHOP

Shopify Inc F Class A

-0.43%

Shares2.1K

Event2026-06-30

Filed2026-07-24

GPC

Genuine Parts Co

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

XLRE

Select Sector SPDR TR Real Estate Select Sector SPDR FD

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-24

TSCO

Tractor Supply Comp

5.80%

Shares7.6K

Event2026-06-30

Filed2026-07-24

AIR

Aar Corp

New

Shares1.7K

Event2026-06-30

Filed2026-07-24

VCR

Vanguard Consumer Discretionary ETF

0.00%

Shares595

Event2026-06-30

Filed2026-07-24

FTV

Fortive Corp Disc

6.11%

Shares3.8K

Event2026-06-30

Filed2026-07-24

Constellation Brand Class A

2.52%

Shares1.7K

Event2026-06-30

Filed2026-07-24

BATRK

Atlanta Braves HLDGS Inc Com Ser C

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-24

SPMB

SPDR Port MRTGG BCKD BND ETF

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-24

VONG

Vanguard Russell (1000 Growth Etf)

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

Dynatrace Inc

New

Shares5.2K

Event2026-06-30

Filed2026-07-24

LTH

Life Time Group HLDGS In

New

Shares5.6K

Event2026-06-30

Filed2026-07-24

SOLS

Solstice Advanced

0.08%

Shares2.6K

Event2026-06-30

Filed2026-07-24

ECG

Everus Constr Group Inc Com

0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-24

REGN

Regeneron Pharms Inc

0.28%

Shares363

Event2026-06-30

Filed2026-07-24

HPQ

HP Inc.

0.81%

Shares10.0K

Event2026-06-30

Filed2026-07-24

Exxonmobil Holdings Corp

New

Shares1.6K

Event2026-06-30

Filed2026-07-24

NVR

N V R Inc

0.00%

Shares32

Event2026-06-30

Filed2026-07-24

AKRE

Professionally Managed Portfolios Akre Focus

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-24

ADSK

Autodesk Inc

0.64%

Shares1.1K

Event2026-06-30

Filed2026-07-24

ILMN

Illumina Inc

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

LBRDK

Liberty Broadband Co Class C

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-24

BOTZ

Global X Robotics/Artificial Intelligence

37.50%

Shares5.5K

Event2026-06-30

Filed2026-07-24

SRCE

First Source Corp

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

WYY

Widepoint Corp

0.00%

Shares11.8K

Event2026-06-30

Filed2026-07-24

Palantir Technologies In Class A

-18.33%

Shares1.8K

Event2026-06-30

Filed2026-07-24

Royal Caribbean Group F

3.18%

Shares648

Event2026-06-30

Filed2026-07-24

EXE

Expand Energy Corp

-1.81%

Shares2.2K

Event2026-06-30

Filed2026-07-24

SNPS

Synopsys Inc

-1.30%

Shares454

Event2026-06-30

Filed2026-07-24

VOE

Vanguard Mid Cap Value ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

EXI

iShares Global Industrials ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

CLOI

Vaneck Clo ETF

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

MDYV

SPDR S&P 400 Mid Cap Value ETF

0.29%

Shares2.1K

Event2026-06-30

Filed2026-07-24

AEE

Ameren Corp

0.17%

Shares1.8K

Event2026-06-30

Filed2026-07-24

TEL

Te Connectivity PLC F

1.35%

Shares978

Event2026-06-30

Filed2026-07-24

TDS

Telephone & Data SYS

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-24

HASI

Hannon Armstrong Sustainable

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-24

Toronto-Dominion BK F

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

SCHZ

Schwab US Aggregate Bond ETF

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-24

Adobe Inc

-61.96%

Shares935

Event2026-06-30

Filed2026-07-24

IMAX

Imax Corp F

New

Shares4.8K

Event2026-06-30

Filed2026-07-24

CHD

Church & Dwight Co

0.15%

Shares2.0K

Event2026-06-30

Filed2026-07-24

CEG

Constellation Energy Corp Com

-1.03%

Shares767

Event2026-06-30

Filed2026-07-24

RKLB

Rocket Lab Corp

0.11%

Shares1.9K

Event2026-06-30

Filed2026-07-24

RELY

Remitly Global Inc

New

Shares8.4K

Event2026-06-30

Filed2026-07-24

NXT

Nextpower Inc.

2202.90%

Shares1.6K

Event2026-06-30

Filed2026-07-24

Dominion Energy Inc

1.22%

Shares2.7K

Event2026-06-30

Filed2026-07-24

TXT

Textron Inc

-19.68%

Shares2.0K

Event2026-06-30

Filed2026-07-24

IUSG

iShares Core S&P US Growth ETF

0.00%

Shares985

Event2026-06-30

Filed2026-07-24

OGE

O G E Energy CP HLDG

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

BTSG

Brightspring Health SVCS

New

Shares2.6K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available