The Analysis of Cornerstone Wealth Group, LLC's Holdings & P&L


Currently, Cornerstone Wealth Group, LLC holds 496 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in HGER (+426.5K shares, valued at $12.5M), NVDA (+58.8K shares, valued at $11.8M), ELV (+23.1K shares, valued at $8.9M); decreased their positions in N/A (-12.1K shares, valued at $8.7M), PANW (-16.5K shares, valued at $5.6M), PRU (-42.3K shares, valued at $4.6M); initiated new positions in HGER (+426.5K shares, valued at $12.5M), N/A (+25.3K shares, valued at $5.7M), N/A (+25.2K shares, valued at $5.6M).


1M P&L
+4.6M+0.36%
3M P&L
+52.7M+4.29%
HY P&L
+74.8M+6.20%

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/A486.6M
38.2%
2Semiconductors99.3M
7.8%
3Consumer Electronics83.1M
6.5%

Top Industries by Stock Count

1N/A140 stocks
32.5%
2Software - Application12 stocks
2.8%
3Semiconductors11 stocks
2.6%
Stock Holdings
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
-0.89%
Shares122.4K
Event2026-06-30
Filed2026-07-27
AAPL
APPLE INC
3.64%
Shares287.3K
Event2026-06-30
Filed2026-07-27
NVDA
NVIDIA CORPORATION
23.21%
Shares312.3K
Event2026-06-30
Filed2026-07-27
ISHARES TR
ISHARES TR
-2.46%
Shares70.7K
Event2026-06-30
Filed2026-07-27
IDEV
ISHARES TR
6.96%
Shares559.7K
Event2026-06-30
Filed2026-07-27
MSFT
MICROSOFT CORP
10.19%
Shares129.7K
Event2026-06-30
Filed2026-07-27
SCHX
SCHWAB STRATEGIC TR
-1.97%
Shares1.2M
Event2026-06-30
Filed2026-07-27
BROADCOM INC
BROADCOM INC
2.51%
Shares91.2K
Event2026-06-30
Filed2026-07-27
GOOGL
ALPHABET INC
5.46%
Shares92.1K
Event2026-06-30
Filed2026-07-27
SPDR SERIES TRUST
SPDR SERIES TRUST
24.02%
Shares306.6K
Event2026-06-30
Filed2026-07-27
VCRB
VANGUARD MALVERN FDS
3.04%
Shares342.8K
Event2026-06-30
Filed2026-07-27
VOO
VANGUARD INDEX FDS
0.39%
Shares38.4K
Event2026-06-30
Filed2026-07-27
AMZN
AMAZON COM INC
0.85%
Shares102.1K
Event2026-06-30
Filed2026-07-27
IWB
ISHARES TR
-0.91%
Shares58.4K
Event2026-06-30
Filed2026-07-27
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-2.59%
Shares62.3K
Event2026-06-30
Filed2026-07-27
ACWX
ISHARES TR
-1.22%
Shares298.6K
Event2026-06-30
Filed2026-07-27
FBND
FIDELITY MERRIMACK STR TR
17.71%
Shares435.0K
Event2026-06-30
Filed2026-07-27
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
-3.27%
Shares57.3K
Event2026-06-30
Filed2026-07-27
ISHARES TR
ISHARES TR
2.39%
Shares188.3K
Event2026-06-30
Filed2026-07-27
ABBVIE INC
ABBVIE INC
3.17%
Shares72.6K
Event2026-06-30
Filed2026-07-27
BAC
BANK OF AMER CORP
9.02%
Shares304.4K
Event2026-06-30
Filed2026-07-27
JNJ
JOHNSON & JOHNSON
23.04%
Shares64.7K
Event2026-06-30
Filed2026-07-27
CMI
CUMMINS INC
-19.22%
Shares20.0K
Event2026-06-30
Filed2026-07-27
BRK.B
BERKSHIRE HATHAWAY INC DEL
8.14%
Shares28.3K
Event2026-06-30
Filed2026-07-27
EXXON MOBIL CORP
EXXON MOBIL CORP
5.30%
Shares101.7K
Event2026-06-30
Filed2026-07-27
AMGN
AMGEN INC
3.81%
Shares36.8K
Event2026-06-30
Filed2026-07-27
META PLATFORMS INC
META PLATFORMS INC
16.01%
Shares23.3K
Event2026-06-30
Filed2026-07-27
WMB
WILLIAMS COS INC
-5.22%
Shares171.7K
Event2026-06-30
Filed2026-07-27
APPLIED MATLS INC
APPLIED MATLS INC
-40.87%
Shares17.5K
Event2026-06-30
Filed2026-07-27
BAI
BLACKROCK ETF TRUST
0.39%
Shares239.7K
Event2026-06-30
Filed2026-07-27
HGER
HARBOR ETF TRUST
New
Shares426.5K
Event2026-06-30
Filed2026-07-27
HD
HOME DEPOT INC
-10.81%
Shares35.3K
Event2026-06-30
Filed2026-07-27
RXO
RXO INC
61.35%
Shares444.3K
Event2026-06-30
Filed2026-07-27
LLY
ELI LILLY & CO
-1.31%
Shares9.9K
Event2026-06-30
Filed2026-07-27
LECO
LINCOLN ELEC HLDGS INC
-3.56%
Shares43.0K
Event2026-06-30
Filed2026-07-27
LRCX
LAM RESEARCH CORP
-13.65%
Shares26.1K
Event2026-06-30
Filed2026-07-27
XLK
SELECT SECTOR SPDR TR
-15.86%
Shares56.9K
Event2026-06-30
Filed2026-07-27
AVEM
AMERICAN CENTY ETF TR
5.17%
Shares111.5K
Event2026-06-30
Filed2026-07-27
ETN
EATON CORP PLC
-13.32%
Shares24.5K
Event2026-06-30
Filed2026-07-27
SOUTHERN CO
SOUTHERN CO
4.30%
Shares108.9K
Event2026-06-30
Filed2026-07-27
MU
MICRON TECHNOLOGY INC
129.93%
Shares8.9K
Event2026-06-30
Filed2026-07-27
TXN
TEXAS INSTRS INC
36.83%
Shares33.4K
Event2026-06-30
Filed2026-07-27
VUG
VANGUARD INDEX FDS
2.29%
Shares115.1K
Event2026-06-30
Filed2026-07-27
DG
DOLLAR GEN CORP
33.64%
Shares84.2K
Event2026-06-30
Filed2026-07-27
DYNF
BLACKROCK ETF TRUST
1.53%
Shares136.5K
Event2026-06-30
Filed2026-07-27
ELV
ELEVANCE HEALTH INC FORMERLY
2715.19%
Shares23.9K
Event2026-06-30
Filed2026-07-27
BINC
BLACKROCK ETF TRUST II
4.54%
Shares173.4K
Event2026-06-30
Filed2026-07-27
VTV
VANGUARD INDEX FDS
2.38%
Shares41.4K
Event2026-06-30
Filed2026-07-27
MO
ALTRIA GROUP INC
-22.91%
Shares125.0K
Event2026-06-30
Filed2026-07-27
VISA INC
VISA INC
-16.72%
Shares26.2K
Event2026-06-30
Filed2026-07-27
IBM
INTERNATIONAL BUSINESS MACHS
62.17%
Shares31.0K
Event2026-06-30
Filed2026-07-27
CAT
CATERPILLAR INC
-4.42%
Shares8.2K
Event2026-06-30
Filed2026-07-27
GOOG
ALPHABET INC
4.71%
Shares24.7K
Event2026-06-30
Filed2026-07-27
SPYV
SPDR SERIES TRUST
3.38%
Shares142.8K
Event2026-06-30
Filed2026-07-27
PG
PROCTER & GAMBLE CO
2.53%
Shares58.4K
Event2026-06-30
Filed2026-07-27
BLK
BLACKROCK INC
37.27%
Shares8.9K
Event2026-06-30
Filed2026-07-27
IEMG
ISHARES INC
-0.25%
Shares101.7K
Event2026-06-30
Filed2026-07-27
VFLO
VICTORY PORTFOLIOS II
3.93%
Shares179.8K
Event2026-06-30
Filed2026-07-27
TSLA
TESLA INC
54.04%
Shares18.5K
Event2026-06-30
Filed2026-07-27
MCD
MCDONALDS CORP
-31.44%
Shares27.9K
Event2026-06-30
Filed2026-07-27
LOW
LOWES COS INC
10.38%
Shares33.6K
Event2026-06-30
Filed2026-07-27
XLI
SELECT SECTOR SPDR TR
-0.79%
Shares39.9K
Event2026-06-30
Filed2026-07-27
C
CITIGROUP INC
-14.90%
Shares52.6K
Event2026-06-30
Filed2026-07-27
JMBS
JANUS DETROIT STR TR
2.76%
Shares162.8K
Event2026-06-30
Filed2026-07-27
JSI
JANUS DETROIT STR TR
2.80%
Shares142.6K
Event2026-06-30
Filed2026-07-27
PEP
PEPSICO INC
-9.42%
Shares52.8K
Event2026-06-30
Filed2026-07-27
ADP
AUTOMATIC DATA PROCESSING IN
0.48%
Shares31.8K
Event2026-06-30
Filed2026-07-27
T
AT&T INC
24.46%
Shares340.6K
Event2026-06-30
Filed2026-07-27
TFC
TRUIST FINL CORP
7.36%
Shares141.3K
Event2026-06-30
Filed2026-07-27
CVX
CHEVRON CORPORATION
-20.76%
Shares42.1K
Event2026-06-30
Filed2026-07-27
PM
PHILIP MORRIS INTL INC
0.61%
Shares38.3K
Event2026-06-30
Filed2026-07-27
IJR
ISHARES TR
-0.42%
Shares45.8K
Event2026-06-30
Filed2026-07-27
AMD
ADVANCED MICRO DEVICES INC
88.89%
Shares11.6K
Event2026-06-30
Filed2026-07-27
NEXTERA ENERGY INC
NEXTERA ENERGY INC
3.78%
Shares74.4K
Event2026-06-30
Filed2026-07-27
DEM
WISDOMTREE TR
-0.79%
Shares121.3K
Event2026-06-30
Filed2026-07-27
XLV
SELECT SECTOR SPDR TR
22.07%
Shares40.9K
Event2026-06-30
Filed2026-07-27
TPLS
THORNBURG ETF TR
8.77%
Shares250.9K
Event2026-06-30
Filed2026-07-27
BALI
BLACKROCK ETF TRUST
1.38%
Shares180.7K
Event2026-06-30
Filed2026-07-27
IWR
ISHARES TR
-2.11%
Shares54.2K
Event2026-06-30
Filed2026-07-27
CAIE
CALAMOS ETF TR
1.74%
Shares218.8K
Event2026-06-30
Filed2026-07-27
GS
GOLDMAN SACHS GROUP INC
-17.35%
Shares5.7K
Event2026-06-30
Filed2026-07-27
RTX CORPORATION
RTX CORPORATION
331.62%
Shares30.4K
Event2026-06-30
Filed2026-07-27
SPG
SIMON PPTY GROUP INC NEW
-7.61%
Shares25.6K
Event2026-06-30
Filed2026-07-27
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares25.3K
Event2026-06-30
Filed2026-07-27
BKNG
BOOKING HOLDINGS INC
639.20%
Shares31.6K
Event2026-06-30
Filed2026-07-27
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares25.2K
Event2026-06-30
Filed2026-07-27
NWFL
NORWOOD FINANCIAL CORP
0.00%
Shares166.6K
Event2026-06-30
Filed2026-07-27
RSG
REPUBLIC SVCS INC
21.13%
Shares25.0K
Event2026-06-30
Filed2026-07-27
FE
FIRSTENERGY CORP
2.56%
Shares108.8K
Event2026-06-30
Filed2026-07-27
PANW
PALO ALTO NETWORKS INC
-53.10%
Shares14.6K
Event2026-06-30
Filed2026-07-27
LIN
LINDE PLC
815.23%
Shares9.3K
Event2026-06-30
Filed2026-07-27
COP
CONOCOPHILLIPS
-2.03%
Shares46.0K
Event2026-06-30
Filed2026-07-27
PRU
PRUDENTIAL FINL INC
-48.93%
Shares44.2K
Event2026-06-30
Filed2026-07-27
QQQ
INVESCO QQQ TR
0.37%
Shares6.4K
Event2026-06-30
Filed2026-07-27
NVS
NOVARTIS AG
-4.11%
Shares29.9K
Event2026-06-30
Filed2026-07-27
XLG
INVESCO EXCHANGE TRADED FD T
-0.40%
Shares74.8K
Event2026-06-30
Filed2026-07-27
CLOI
VANECK ETF TRUST
3.73%
Shares84.0K
Event2026-06-30
Filed2026-07-27
BX
BLACKSTONE INC
8.54%
Shares35.2K
Event2026-06-30
Filed2026-07-27
APH
AMPHENOL CORP
222.74%
Shares22.5K
Event2026-06-30
Filed2026-07-27
CME
CME GROUP INC
13.24%
Shares17.9K
Event2026-06-30
Filed2026-07-27
STLD
STEEL DYNAMICS INC
-27.20%
Shares16.9K
Event2026-06-30
Filed2026-07-27
TMB
THORNBURG ETF TR
11.00%
Shares152.8K
Event2026-06-30
Filed2026-07-27
SCHA
SCHWAB STRATEGIC TR
0.79%
Shares106.8K
Event2026-06-30
Filed2026-07-27
UBER
UBER TECHNOLOGIES INC
-51.74%
Shares52.6K
Event2026-06-30
Filed2026-07-27
DBND
DOUBLELINE ETF TRUST
52.82%
Shares83.1K
Event2026-06-30
Filed2026-07-27
XLE
SELECT SECTOR SPDR TR
2.79%
Shares70.8K
Event2026-06-30
Filed2026-07-27
WMT
WALMART INC
-50.63%
Shares32.9K
Event2026-06-30
Filed2026-07-27
QCOM
QUALCOMM INC
-52.79%
Shares19.9K
Event2026-06-30
Filed2026-07-27
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
3.78%
Shares3.7K
Event2026-06-30
Filed2026-07-27
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
3.78%
Shares6.7K
Event2026-06-30
Filed2026-07-27
TMO
THERMO FISHER SCIENTIFIC INC
349.97%
Shares6.6K
Event2026-06-30
Filed2026-07-27
ABT
ABBOTT LABORATORIES
-0.71%
Shares36.1K
Event2026-06-30
Filed2026-07-27
WDC
WESTERN DIGITAL CORP
228.35%
Shares4.9K
Event2026-06-30
Filed2026-07-27
USMV
ISHARES TR
New
Shares32.0K
Event2026-06-30
Filed2026-07-27
MRK
MERCK & CO INC
2.41%
Shares24.0K
Event2026-06-30
Filed2026-07-27
SERVICENOW INC
SERVICENOW INC
-35.95%
Shares30.9K
Event2026-06-30
Filed2026-07-27
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR
4.46%
Shares65.3K
Event2026-06-30
Filed2026-07-27
DUK
DUKE ENERGY CORP NEW
5.40%
Shares23.3K
Event2026-06-30
Filed2026-07-27
INTC
INTEL CORP
25.18%
Shares20.5K
Event2026-06-30
Filed2026-07-27
RSP
INVESCO EXCHANGE TRADED FD T
2.19%
Shares13.4K
Event2026-06-30
Filed2026-07-27
ALL
ALLSTATE CORP
-2.24%
Shares11.6K
Event2026-06-30
Filed2026-07-27
ORACLE CORP
ORACLE CORP
-9.19%
Shares18.6K
Event2026-06-30
Filed2026-07-27
TMUS
T-MOBILE US INC
-36.94%
Shares16.0K
Event2026-06-30
Filed2026-07-27
IWF
ISHARES TR
311.16%
Shares20.4K
Event2026-06-30
Filed2026-07-27
BIL
SPDR SERIES TRUST
8.77%
Shares27.1K
Event2026-06-30
Filed2026-07-27
ICF
ISHARES TR
-12.16%
Shares35.8K
Event2026-06-30
Filed2026-07-27
GE
GE AEROSPACE
8.42%
Shares6.0K
Event2026-06-30
Filed2026-07-27
KO
COCA COLA CO
9.70%
Shares27.3K
Event2026-06-30
Filed2026-07-27
ETF SER SOLUTIONS
ETF SER SOLUTIONS
0.00%
Shares82.2K
Event2026-06-30
Filed2026-07-27
IWM
ISHARES TR
8.69%
Shares7.3K
Event2026-06-30
Filed2026-07-27
DKS
DICKS SPORTING GOODS INC
New
Shares9.4K
Event2026-06-30
Filed2026-07-27
IDV
ISHARES TR
6.83%
Shares50.7K
Event2026-06-30
Filed2026-07-27
CISCO SYS INC
CISCO SYS INC
8.47%
Shares16.8K
Event2026-06-30
Filed2026-07-27
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
-69.19%
Shares2.0K
Event2026-06-30
Filed2026-07-27
GEV
GE VERNOVA INC
8.03%
Shares1.5K
Event2026-06-30
Filed2026-07-27
NUMI
NUSHARES ETF TR
-0.21%
Shares64.7K
Event2026-06-30
Filed2026-07-27
DE
DEERE & CO
-6.05%
Shares2.5K
Event2026-06-30
Filed2026-07-27
TAFI
AB ACTIVE ETFS INC
-0.06%
Shares61.6K
Event2026-06-30
Filed2026-07-27
VYM
VANGUARD WHITEHALL FDS
-3.08%
Shares9.8K
Event2026-06-30
Filed2026-07-27
PAUG
INNOVATOR ETFS TRUST
0.24%
Shares33.2K
Event2026-06-30
Filed2026-07-27
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
2.25%
Shares3.6K
Event2026-06-30
Filed2026-07-27
SCHD
SCHWAB STRATEGIC TR
3.81%
Shares46.4K
Event2026-06-30
Filed2026-07-27
TSM
TAIWAN SEMICONDUCTOR MANUFAC
30.14%
Shares3.0K
Event2026-06-30
Filed2026-07-27
SCHM
SCHWAB STRATEGIC TR
0.77%
Shares38.5K
Event2026-06-30
Filed2026-07-27
IVW
ISHARES TR
-5.65%
Shares10.2K
Event2026-06-30
Filed2026-07-27
PGR
PROGRESSIVE CORP
5.24%
Shares6.3K
Event2026-06-30
Filed2026-07-27
VB
VANGUARD INDEX FDS
2.60%
Shares4.6K
Event2026-06-30
Filed2026-07-27
BJUL
INNOVATOR ETFS TRUST
0.00%
Shares24.8K
Event2026-06-30
Filed2026-07-27
SPACE EXPLORATION TECHN CORP
SPACE EXPLORATION TECHN CORP
New
Shares7.8K
Event2026-06-30
Filed2026-07-27
HMOP
HARTFORD FDS EXCHANGE TRADED
-0.41%
Shares33.4K
Event2026-06-30
Filed2026-07-27
NETFLIX INC.
NETFLIX INC.
-2.63%
Shares18.3K
Event2026-06-30
Filed2026-07-27
PFEB
INNOVATOR ETFS TRUST
-0.08%
Shares29.7K
Event2026-06-30
Filed2026-07-27
CI
THE CIGNA GROUP
2.17%
Shares4.6K
Event2026-06-30
Filed2026-07-27
MS
MORGAN STANLEY
10.25%
Shares6.0K
Event2026-06-30
Filed2026-07-27
PJUN
INNOVATOR ETFS TRUST
13.88%
Shares28.9K
Event2026-06-30
Filed2026-07-27
VCIT
VANGUARD SCOTTSDALE FDS
-1.11%
Shares14.6K
Event2026-06-30
Filed2026-07-27
IJH
ISHARES TR
6.78%
Shares15.5K
Event2026-06-30
Filed2026-07-27
POCT
INNOVATOR ETFS TRUST
-0.00%
Shares25.4K
Event2026-06-30
Filed2026-07-27
KLAC
KLA CORP
1055.33%
Shares3.9K
Event2026-06-30
Filed2026-07-27
AXP
AMERICAN EXPRESS CO
3.20%
Shares3.4K
Event2026-06-30
Filed2026-07-27
DOMINION ENERGY INC
DOMINION ENERGY INC
3.88%
Shares16.5K
Event2026-06-30
Filed2026-07-27
VO
VANGUARD INDEX FDS
7.30%
Shares14.0K
Event2026-06-30
Filed2026-07-27
IYW
ISHARES TR
-2.64%
Shares4.4K
Event2026-06-30
Filed2026-07-27
CL
COLGATE PALMOLIVE CO
15.52%
Shares11.7K
Event2026-06-30
Filed2026-07-27
LMT
LOCKHEED MARTIN CORP
4.61%
Shares2.1K
Event2026-06-30
Filed2026-07-27
TJX
TJX COS INC NEW
18.05%
Shares6.6K
Event2026-06-30
Filed2026-07-27
JAAA
JANUS DETROIT STR TR
-71.91%
Shares19.6K
Event2026-06-30
Filed2026-07-27
PMAR
INNOVATOR ETFS TRUST
-21.08%
Shares20.2K
Event2026-06-30
Filed2026-07-27
ENB
ENBRIDGE INC
-0.53%
Shares17.7K
Event2026-06-30
Filed2026-07-27
DELL
DELL TECHNOLOGIES INC
12.55%
Shares2.2K
Event2026-06-30
Filed2026-07-27
SCHG
SCHWAB STRATEGIC TR
1.03%
Shares27.4K
Event2026-06-30
Filed2026-07-27
DVY
ISHARES TR
0.00%
Shares5.9K
Event2026-06-30
Filed2026-07-27
ZJUN
INNOVATOR ETFS TRUST
81.28%
Shares32.5K
Event2026-06-30
Filed2026-07-27
BMY
BRISTOL-MYERS SQUIBB CO
1.69%
Shares15.4K
Event2026-06-30
Filed2026-07-27
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
6.05%
Shares7.6K
Event2026-06-30
Filed2026-07-27
DIS
DISNEY WALT CO
9.19%
Shares9.1K
Event2026-06-30
Filed2026-07-27
PSX
PHILLIPS 66
2.93%
Shares5.2K
Event2026-06-30
Filed2026-07-27
ASML
ASML HLDG NV
7.35%
Shares438
Event2026-06-30
Filed2026-07-27
ANET
ARISTA NETWORKS INC
7.79%
Shares5.1K
Event2026-06-30
Filed2026-07-27
IWN
ISHARES TR
0.05%
Shares3.9K
Event2026-06-30
Filed2026-07-27
WFC
WELLS FARGO & CO
18.25%
Shares10.2K
Event2026-06-30
Filed2026-07-27
UNP
UNION PAC CORP
12.53%
Shares3.1K
Event2026-06-30
Filed2026-07-27
VZ
VERIZON COMMUNICATIONS INC
15.78%
Shares19.9K
Event2026-06-30
Filed2026-07-27
FNDF
SCHWAB STRATEGIC TR
0.83%
Shares15.7K
Event2026-06-30
Filed2026-07-27
SNDK
SANDISK CORP
60.00%
Shares360
Event2026-06-30
Filed2026-07-27
MOAT
VANECK ETF TRUST
-2.14%
Shares7.8K
Event2026-06-30
Filed2026-07-27
ARES MANAGEMENT CORPORATION
ARES MANAGEMENT CORPORATION
152.77%
Shares7.2K
Event2026-06-30
Filed2026-07-27
ABNB
AIRBNB INC
-73.46%
Shares5.5K
Event2026-06-30
Filed2026-07-27
ROK
ROCKWELL AUTOMATION INC
14.07%
Shares1.6K
Event2026-06-30
Filed2026-07-27
DGRO
ISHARES TR
0.19%
Shares10.3K
Event2026-06-30
Filed2026-07-27
PSEP
INNOVATOR ETFS TRUST
-0.20%
Shares16.7K
Event2026-06-30
Filed2026-07-27
MGK
VANGUARD WORLD FD
0.09%
Shares8.7K
Event2026-06-30
Filed2026-07-27
JEPI
J P MORGAN EXCHANGE TRADED F
-4.76%
Shares13.5K
Event2026-06-30
Filed2026-07-27
PAPR
INNOVATOR ETFS TRUST
0.00%
Shares17.9K
Event2026-06-30
Filed2026-07-27
EEM
ISHARES TR
4.34%
Shares11.0K
Event2026-06-30
Filed2026-07-27
MNST
MONSTER BEVERAGE CORP NEW
10.72%
Shares7.8K
Event2026-06-30
Filed2026-07-27
HMN
HORACE MANN EDUCATORS CORP N
0.18%
Shares14.2K
Event2026-06-30
Filed2026-07-27
UFEB
INNOVATOR ETFS TRUST
-0.18%
Shares18.7K
Event2026-06-30
Filed2026-07-27
SBUX
STARBUCKS CORP
10.30%
Shares7.0K
Event2026-06-30
Filed2026-07-27
CRM
SALESFORCE INC
20.43%
Shares4.5K
Event2026-06-30
Filed2026-07-27
NU
NU HLDGS LTD
-0.21%
Shares51.3K
Event2026-06-30
Filed2026-07-27
DDFO
INNOVATOR ETFS TRUST
0.00%
Shares30.4K
Event2026-06-30
Filed2026-07-27
CVS
CVS HEALTH CORP
9.36%
Shares6.6K
Event2026-06-30
Filed2026-07-27
COR
CENCORA INC
-1.68%
Shares2.4K
Event2026-06-30
Filed2026-07-27
ETF SER SOLUTIONS
ETF SER SOLUTIONS
-20.85%
Shares24.1K
Event2026-06-30
Filed2026-07-27
ZAUG
INNOVATOR ETFS TRUST
0.00%
Shares23.3K
Event2026-06-30
Filed2026-07-27
IWD
ISHARES TR
0.38%
Shares2.6K
Event2026-06-30
Filed2026-07-27
GLD
SPDR GOLD TR
-12.85%
Shares1.7K
Event2026-06-30
Filed2026-07-27
PMAY
INNOVATOR ETFS TRUST
0.00%
Shares15.4K
Event2026-06-30
Filed2026-07-27
OHI
OMEGA HEALTHCARE INVS INC
9.23%
Shares13.2K
Event2026-06-30
Filed2026-07-27
SYK
STRYKER CORPORATION
-3.49%
Shares2.0K
Event2026-06-30
Filed2026-07-27
ORLY
OREILLY AUTOMOTIVE INC
34.71%
Shares6.7K
Event2026-06-30
Filed2026-07-27
MRVL
MARVELL TECHNOLOGY INC
New
Shares2.0K
Event2026-06-30
Filed2026-07-27
MDY
STATE STR SPDR S&P MIDCAP 40
2.77%
Shares853
Event2026-06-30
Filed2026-07-27
VEA
VANGUARD TAX-MANAGED FDS
2.39%
Shares8.2K
Event2026-06-30
Filed2026-07-27
ADI
ANALOG DEVICES INC
18.70%
Shares1.5K
Event2026-06-30
Filed2026-07-27
TER
TERADYNE INC
1.78%
Shares1.2K
Event2026-06-30
Filed2026-07-27
MCK
MCKESSON CORP
3.53%
Shares762
Event2026-06-30
Filed2026-07-27
GD
GENERAL DYNAMICS CORP
12.65%
Shares1.6K
Event2026-06-30
Filed2026-07-27
COF
CAPITAL ONE FINL CORP
1.10%
Shares2.8K
Event2026-06-30
Filed2026-07-27
ILCG
ISHARES TR
0.00%
Shares4.9K
Event2026-06-30
Filed2026-07-27
AEP
AMERICAN ELEC PWR CO INC
64.64%
Shares4.1K
Event2026-06-30
Filed2026-07-27
BA
BOEING CO
18.17%
Shares2.6K
Event2026-06-30
Filed2026-07-27
10X GENOMICS INC
10X GENOMICS INC
-8.80%
Shares14.8K
Event2026-06-30
Filed2026-07-27
IRM
IRON MTN INC DEL
5.26%
Shares4.4K
Event2026-06-30
Filed2026-07-27
EBAY
EBAY INC.
20.73%
Shares4.8K
Event2026-06-30
Filed2026-07-27
VIG
VANGUARD SPECIALIZED FUNDS
-3.98%
Shares2.2K
Event2026-06-30
Filed2026-07-27
PSMR
PACER FDS TR
0.00%
Shares16.5K
Event2026-06-30
Filed2026-07-27
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
42.59%
Shares693
Event2026-06-30
Filed2026-07-27
UOCT
INNOVATOR ETFS TRUST
0.00%
Shares12.8K
Event2026-06-30
Filed2026-07-27
SCHE
SCHWAB STRATEGIC TR
0.74%
Shares14.5K
Event2026-06-30
Filed2026-07-27
DAL
DELTA AIR LINES INC
11.51%
Shares5.6K
Event2026-06-30
Filed2026-07-27
S&P GLOBAL INC
S&P GLOBAL INC
-89.42%
Shares1.3K
Event2026-06-30
Filed2026-07-27
CDNS
CADENCE DESIGN SYSTEM INC
44.54%
Shares1.4K
Event2026-06-30
Filed2026-07-27
NUE
NUCOR CORP
0.35%
Shares2.3K
Event2026-06-30
Filed2026-07-27
ACIC
HCI GROUP INC
-0.03%
Shares2.9K
Event2026-06-30
Filed2026-07-27
FNDA
SCHWAB STRATEGIC TR
1.30%
Shares13.2K
Event2026-06-30
Filed2026-07-27
IMAR
INNOVATOR ETFS TRUST
-10.57%
Shares16.5K
Event2026-06-30
Filed2026-07-27
GLW
CORNING INC
16.30%
Shares1.9K
Event2026-06-30
Filed2026-07-27
PFE
PFIZER INC
-7.59%
Shares20.5K
Event2026-06-30
Filed2026-07-27
PDEC
INNOVATOR ETFS TRUST
0.00%
Shares10.7K
Event2026-06-30
Filed2026-07-27
CF
CF INDUSTRIES HOLD
7.55%
Shares4.5K
Event2026-06-30
Filed2026-07-27
AZO
AUTOZONE INC
2.03%
Shares151
Event2026-06-30
Filed2026-07-27
SCHF
SCHWAB STRATEGIC TR
2.17%
Shares17.2K
Event2026-06-30
Filed2026-07-27
JPST
J P MORGAN EXCHANGE TRADED F
41.40%
Shares9.4K
Event2026-06-30
Filed2026-07-27
VGT
VANGUARD WORLD FD
2.63%
Shares4.0K
Event2026-06-30
Filed2026-07-27
GWW
WW GRAINGER INC
14.47%
Shares348
Event2026-06-30
Filed2026-07-27
BK
BANK OF NY MELLON CORP
17.36%
Shares3.2K
Event2026-06-30
Filed2026-07-27
PH
PARKER-HANNIFIN CORP
6.50%
Shares475
Event2026-06-30
Filed2026-07-27
SOXX
ISHARES TR
3.87%
Shares724
Event2026-06-30
Filed2026-07-27
GILD
GILEAD SCIENCES INC
10.41%
Shares3.7K
Event2026-06-30
Filed2026-07-27
HWM
HOWMET AEROSPACE INC
16.95%
Shares1.7K
Event2026-06-30
Filed2026-07-27
JOHNSON CONTROLS INTERNATION
JOHNSON CONTROLS INTERNATION
10.56%
Shares3.1K
Event2026-06-30
Filed2026-07-27
AFL
AFLAC INC
5.59%
Shares3.9K
Event2026-06-30
Filed2026-07-27
Q
QNITY ELECTRONICS INC
8.29%
Shares2.8K
Event2026-06-30
Filed2026-07-27
DFAC
DIMENSIONAL ETF TRUST
0.00%
Shares10.1K
Event2026-06-30
Filed2026-07-27
BWIN
THE BALDWIN INSURANCE GRP IN
-0.10%
Shares16.7K
Event2026-06-30
Filed2026-07-27
MTB
M & T BK CORP
5.85%
Shares1.9K
Event2026-06-30
Filed2026-07-27
GEN
GEN DIGITAL INC
12.31%
Shares17.5K
Event2026-06-30
Filed2026-07-27
XLP
SELECT SECTOR SPDR TR
0.00%
Shares5.2K
Event2026-06-30
Filed2026-07-27
PSN
PARSONS CORP DEL
New
Shares8.2K
Event2026-06-30
Filed2026-07-27
WELL
WELLTOWER INC
7.99%
Shares1.9K
Event2026-06-30
Filed2026-07-27
MDLZ
MONDELEZ INTL INC
10.14%
Shares7.4K
Event2026-06-30
Filed2026-07-27
VLY
VALLEY NATL BANCORP
0.00%
Shares29.2K
Event2026-06-30
Filed2026-07-27
UAUG
INNOVATOR ETFS TRUST
0.00%
Shares10.1K
Event2026-06-30
Filed2026-07-27
TXUE
THORNBURG ETF TR
-25.54%
Shares12.2K
Event2026-06-30
Filed2026-07-27
INOV
INNOVATOR ETFS TRUST
0.00%
Shares11.4K
Event2026-06-30
Filed2026-07-27
UNOV
INNOVATOR ETFS TRUST
0.00%
Shares10.3K
Event2026-06-30
Filed2026-07-27
SCHW
SCHWAB CHARLES CORP
4.62%
Shares4.5K
Event2026-06-30
Filed2026-07-27
CHUBB LIMITED
CHUBB LIMITED
26.87%
Shares1.2K
Event2026-06-30
Filed2026-07-27
CEG
CONSTELLATION ENERGY CORP
5.11%
Shares1.6K
Event2026-06-30
Filed2026-07-27
CORTEVA INC
CORTEVA INC
10.20%
Shares4.8K
Event2026-06-30
Filed2026-07-27
UPS
UNITED PARCEL SVCS INC
10.53%
Shares3.8K
Event2026-06-30
Filed2026-07-27
UL
UNILEVER PLC
12.61%
Shares6.6K
Event2026-06-30
Filed2026-07-27
EXPE
EXPEDIA GROUP INC
27.27%
Shares1.5K
Event2026-06-30
Filed2026-07-27
AXON
AXON ENTERPRISE INC
1.59%
Shares703
Event2026-06-30
Filed2026-07-27
RJF
RAYMOND JAMES FINL INC
3.23%
Shares2.6K
Event2026-06-30
Filed2026-07-27
ED
CONSOLIDATED EDISON INC
29.90%
Shares3.5K
Event2026-06-30
Filed2026-07-27
URI
UNITED RENTALS INC
-51.82%
Shares344
Event2026-06-30
Filed2026-07-27
USEP
INNOVATOR ETFS TRUST
0.00%
Shares9.4K
Event2026-06-30
Filed2026-07-27
CASY
CASEYS GEN STORES INC
-0.61%
Shares488
Event2026-06-30
Filed2026-07-27
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-25.31%
Shares3.1K
Event2026-06-30
Filed2026-07-27
FTEC
FIDELITY COVINGTON TRUST
0.00%
Shares1.3K
Event2026-06-30
Filed2026-07-27
ITW
ILLINOIS TOOL WKS INC
22.21%
Shares1.4K
Event2026-06-30
Filed2026-07-27
ZJAN
INNOVATOR ETFS TRUST
0.00%
Shares13.7K
Event2026-06-30
Filed2026-07-27
BCS
BARCLAYS PLC
8.16%
Shares14.2K
Event2026-06-30
Filed2026-07-27
USB
US BANCORP
12.82%
Shares6.3K
Event2026-06-30
Filed2026-07-27
MAS
MASCO CORP
26.91%
Shares4.7K
Event2026-06-30
Filed2026-07-27
DATADOG INC
DATADOG INC
New
Shares1.5K
Event2026-06-30
Filed2026-07-27
STT
STATE STR CORP
8.52%
Shares2.2K
Event2026-06-30
Filed2026-07-27
DHR
DANAHER CORP DEL
-91.66%
Shares2.0K
Event2026-06-30
Filed2026-07-27
FTNT
FORTINET INC
New
Shares2.4K
Event2026-06-30
Filed2026-07-27
GAMB
GAMBLING COM GROUP LIMITED
-0.06%
Shares197.8K
Event2026-06-30
Filed2026-07-27
AON
AON PLC
4.14%
Shares1.1K
Event2026-06-30
Filed2026-07-27
FREEPORT MCMORAN INC
FREEPORT MCMORAN INC
7.15%
Shares6.0K
Event2026-06-30
Filed2026-07-27
ISRG
INTUITIVE SURGICAL INC
5.13%
Shares942
Event2026-06-30
Filed2026-07-27
APPLOVIN CORP
APPLOVIN CORP
51.04%
Shares725
Event2026-06-30
Filed2026-07-27
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
New
Shares2.8K
Event2026-06-30
Filed2026-07-27
CSX
CSX CORP
5.83%
Shares7.8K
Event2026-06-30
Filed2026-07-27
TARGET CORP
TARGET CORP
15.12%
Shares2.8K
Event2026-06-30
Filed2026-07-27
JBHT
HUNT J B TRANS SVCS INC
13.73%
Shares1.3K
Event2026-06-30
Filed2026-07-27
ONEQ
FIDELITY COMWLTH TR
-3.96%
Shares3.5K
Event2026-06-30
Filed2026-07-27
LVHI
LEGG MASON ETF INVT
-17.69%
Shares8.8K
Event2026-06-30
Filed2026-07-27
QUAL
ISHARES TR
-90.02%
Shares1.6K
Event2026-06-30
Filed2026-07-27
PJAN
INNOVATOR ETFS TRUST
0.00%
Shares7.2K
Event2026-06-30
Filed2026-07-27
ZFEB
INNOVATOR ETFS TRUST
0.00%
Shares13.7K
Event2026-06-30
Filed2026-07-27
ZBH
ZIMMER BIOMET HOLDINGS INC
6.17%
Shares4.1K
Event2026-06-30
Filed2026-07-27
TT
TRANE TECHNOLOGIES PLC
14.95%
Shares715
Event2026-06-30
Filed2026-07-27
LHX
L3HARRIS TECHNOLOGIES INC
5.63%
Shares1.2K
Event2026-06-30
Filed2026-07-27
ETF SER SOLUTIONS
ETF SER SOLUTIONS
New
Shares12.8K
Event2026-06-30
Filed2026-07-27
IEI
ISHARES TR
-17.10%
Shares2.9K
Event2026-06-30
Filed2026-07-27
WASTE MGMT INC DEL
WASTE MGMT INC DEL
6.10%
Shares1.5K
Event2026-06-30
Filed2026-07-27
ILMN
ILLUMINA INC
5.85%
Shares2.0K
Event2026-06-30
Filed2026-07-27
INTU
INTUIT
-85.45%
Shares1.3K
Event2026-06-30
Filed2026-07-27
CNC
CENTENE CORP DEL
New
Shares5.3K
Event2026-06-30
Filed2026-07-27
UAL
UNITED AIRLS HLDGS INC
12.67%
Shares2.4K
Event2026-06-30
Filed2026-07-27
MTCH
MATCH GROUP INC NEW
25.18%
Shares8.7K
Event2026-06-30
Filed2026-07-27
CRUS
CIRRUS LOGIC INC
7.47%
Shares2.2K
Event2026-06-30
Filed2026-07-27
ROYAL CARIBBEAN GROUP
ROYAL CARIBBEAN GROUP
7.31%
Shares1.0K
Event2026-06-30
Filed2026-07-27
CLH
CLEAN HARBORS INC
-2.98%
Shares1.1K
Event2026-06-30
Filed2026-07-27
HDV
ISHARES TR
400.00%
Shares12.0K
Event2026-06-30
Filed2026-07-27
SYY
SYSCO CORP
17.66%
Shares3.9K
Event2026-06-30
Filed2026-07-27
KEYS
KEYSIGHT TECHNOLOGIES INC
13.56%
Shares938
Event2026-06-30
Filed2026-07-27
UDEC
INNOVATOR ETFS TRUST
0.00%
Shares7.9K
Event2026-06-30
Filed2026-07-27
NEM
NEWMONT CORP
11.23%
Shares3.5K
Event2026-06-30
Filed2026-07-27
KJAN
INNOVATOR ETFS TRUST
0.00%
Shares7.2K
Event2026-06-30
Filed2026-07-27
USAR
USA RARE EARTH INC
New
Shares15.0K
Event2026-06-30
Filed2026-07-27
NDAQ
NASDAQ INC
3.21%
Shares4.1K
Event2026-06-30
Filed2026-07-27
QUANTA SVCS INC
QUANTA SVCS INC
17.49%
Shares450
Event2026-06-30
Filed2026-07-27
EMR
EMERSON ELEC CO
26.94%
Shares2.3K
Event2026-06-30
Filed2026-07-27
VRSN
VERISIGN INC
8.45%
Shares1.3K
Event2026-06-30
Filed2026-07-27
CW
CURTISS WRIGHT CORP
8.12%
Shares426
Event2026-06-30
Filed2026-07-27
MPWR
MONOLITHIC PWR SYS INC
9.86%
Shares234
Event2026-06-30
Filed2026-07-27
YUM
YUM BRANDS INC
-28.13%
Shares2.0K
Event2026-06-30
Filed2026-07-27
FITB
FIFTH THIRD BANCORP
13.53%
Shares5.7K
Event2026-06-30
Filed2026-07-27
RL
RALPH LAUREN CORP
6.85%
Shares795
Event2026-06-30
Filed2026-07-27
ROST
ROSS STORES INC
28.03%
Shares1.5K
Event2026-06-30
Filed2026-07-27
HPE
HEWLETT PACKARD ENTERPRISE C
New
Shares7.0K
Event2026-06-30
Filed2026-07-27
FFIV
F5 INC
New
Shares756
Event2026-06-30
Filed2026-07-27
NOC
NORTHROP GRUMMAN CORP
29.14%
Shares616
Event2026-06-30
Filed2026-07-27
AGILENT TECHNOLOGIES INC
AGILENT TECHNOLOGIES INC
35.60%
Shares2.4K
Event2026-06-30
Filed2026-07-27
MPC
MARATHON PETE CORP
5.57%
Shares1.2K
Event2026-06-30
Filed2026-07-27
ESS
ESSEX PPTY TR INC
33.33%
Shares1.1K
Event2026-06-30
Filed2026-07-27
FDX
FEDEX CORP
7.43%
Shares983
Event2026-06-30
Filed2026-07-27
HLT
HILTON WORLDWIDE HLDGS INC
10.20%
Shares929
Event2026-06-30
Filed2026-07-27
KMI
KINDER MORGAN INC DEL
8.95%
Shares9.6K
Event2026-06-30
Filed2026-07-27
TWLO
TWILIO INC
New
Shares1.5K
Event2026-06-30
Filed2026-07-27
TEL
TE CONNECTIVITY PLC
4.34%
Shares1.5K
Event2026-06-30
Filed2026-07-27
IWP
ISHARES TR
1.09%
Shares2.0K
Event2026-06-30
Filed2026-07-27
LNG
CHENIERE ENERGY INC
3.56%
Shares1.3K
Event2026-06-30
Filed2026-07-27
NI
NISOURCE INC
0.81%
Shares6.2K
Event2026-06-30
Filed2026-07-27
VRTX
VERTEX PHARMACEUTICALS INC
5.49%
Shares596
Event2026-06-30
Filed2026-07-27
SHEL
SHELL PLC
24.27%
Shares3.8K
Event2026-06-30
Filed2026-07-27
IBRX
IMMUNITYBIO INC
2.42%
Shares33.7K
Event2026-06-30
Filed2026-07-27
RWL
INVESCO EXCH TRADED FD TR II
-34.47%
Shares2.3K
Event2026-06-30
Filed2026-07-27
CARR
CARRIER GLOBAL CORPORATION
3.74%
Shares4.0K
Event2026-06-30
Filed2026-07-27
TRAVELERS COMPANIES INC
TRAVELERS COMPANIES INC
New
Shares885
Event2026-06-30
Filed2026-07-27
TPR
TAPESTRY INC
9.72%
Shares2.0K
Event2026-06-30
Filed2026-07-27
VLO
VALERO ENERGY CORP
3.24%
Shares1.1K
Event2026-06-30
Filed2026-07-27
PJUL
INNOVATOR ETFS TRUST
0.00%
Shares6.0K
Event2026-06-30
Filed2026-07-27
EW
EDWARDS LIFESCIENCES CORP
New
Shares3.2K
Event2026-06-30
Filed2026-07-27
PLD
PROLOGIS INC.
19.32%
Shares2.1K
Event2026-06-30
Filed2026-07-27
EXC
EXELON CORP
26.22%
Shares6.2K
Event2026-06-30
Filed2026-07-27
IDEXX LABS INC
IDEXX LABS INC
New
Shares543
Event2026-06-30
Filed2026-07-27
ST
SENSATA TECHNOLOGIES HLDG PL
11.86%
Shares6.0K
Event2026-06-30
Filed2026-07-27
PNC
PNC FINL SVCS GROUP INC
17.74%
Shares1.2K
Event2026-06-30
Filed2026-07-27
PHM
PULTE GROUP INC
-10.57%
Shares2.1K
Event2026-06-30
Filed2026-07-27
LAMR
LAMAR ADVERTISING CO
New
Shares1.8K
Event2026-06-30
Filed2026-07-27
BBY
BEST BUY INC
New
Shares3.7K
Event2026-06-30
Filed2026-07-27
CCL
CARNIVAL CORP LTD
New
Shares9.8K
Event2026-06-30
Filed2026-07-27
DTE
DTE ENERGY CO
5.04%
Shares1.8K
Event2026-06-30
Filed2026-07-27
PAYX
PAYCHEX INC
13.31%
Shares2.8K
Event2026-06-30
Filed2026-07-27
ZION
ZIONS BANCORPORATION NATL AS
11.03%
Shares4.0K
Event2026-06-30
Filed2026-07-27
TNL
TRAVEL PLUS LEISURE CO
-3.41%
Shares3.6K
Event2026-06-30
Filed2026-07-27
IHE
ISHARES TR
-1.79%
Shares2.8K
Event2026-06-30
Filed2026-07-27
VMI
VALMONT INDS INC
New
Shares475
Event2026-06-30
Filed2026-07-27
ITOT
ISHARES TR
1.21%
Shares1.7K
Event2026-06-30
Filed2026-07-27
ANGL
VANECK ETF TRUST
-56.16%
Shares9.4K
Event2026-06-30
Filed2026-07-27
WBD
WARNER BROS DISCOVERY INC
11.72%
Shares10.3K
Event2026-06-30
Filed2026-07-27
CFG
CITIZENS FINL GROUP INC
17.22%
Shares3.9K
Event2026-06-30
Filed2026-07-27
ES
EVERSOURCE ENERGY
16.32%
Shares3.8K
Event2026-06-30
Filed2026-07-27
VYMI
VANGUARD WHITEHALL FDS
0.00%
Shares2.8K
Event2026-06-30
Filed2026-07-27
ECL
ECOLAB INC
-17.25%
Shares969
Event2026-06-30
Filed2026-07-27
CTAS
CINTAS CORP
New
Shares1.6K
Event2026-06-30
Filed2026-07-27
AJUL
INNOVATOR ETFS TRUST
0.00%
Shares9.0K
Event2026-06-30
Filed2026-07-27
MAN
MANPOWERGROUP INC WIS
New
Shares8.0K
Event2026-06-30
Filed2026-07-27
GM
GENERAL MTRS CO
9.24%
Shares3.5K
Event2026-06-30
Filed2026-07-27
HCA
HCA HEALTHCARE INC
-14.94%
Shares683
Event2026-06-30
Filed2026-07-27
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
0.00%
Shares13.1K
Event2026-06-30
Filed2026-07-27
ADOBE INC
ADOBE INC
-27.37%
Shares1.3K
Event2026-06-30
Filed2026-07-27
PPG
PPG INDS INC
New
Shares2.2K
Event2026-06-30
Filed2026-07-27
WST
WEST PHARMACEUTICAL SVSC INC
New
Shares735
Event2026-06-30
Filed2026-07-27
MAR
MARRIOTT INTL INC NEW
17.77%
Shares709
Event2026-06-30
Filed2026-07-27
EQIX
EQUINIX INC
22.93%
Shares252
Event2026-06-30
Filed2026-07-27
MMC
MARSH & MCLENNAN COS INC
12.24%
Shares1.6K
Event2026-06-30
Filed2026-07-27
NTRS
NORTHERN TR CORP
15.97%
Shares1.5K
Event2026-06-30
Filed2026-07-27
ROKU
ROKU INC
New
Shares1.9K
Event2026-06-30
Filed2026-07-27
EPR
EPR PPTYS
26.55%
Shares4.5K
Event2026-06-30
Filed2026-07-27
MEDTRONIC PLC
MEDTRONIC PLC
-92.62%
Shares3.3K
Event2026-06-30
Filed2026-07-27
SNPS
SYNOPSYS INC
30.18%
Shares578
Event2026-06-30
Filed2026-07-27
SNA
SNAP ON INC
New
Shares636
Event2026-06-30
Filed2026-07-27
YETI
YETI HLDGS INC
New
Shares5.2K
Event2026-06-30
Filed2026-07-27
AIG
AMERICAN INTL GROUP INC
New
Shares3.4K
Event2026-06-30
Filed2026-07-27
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
0.00%
Shares8.5K
Event2026-06-30
Filed2026-07-27
VOE
VANGUARD INDEX FDS
5.75%
Shares1.3K
Event2026-06-30
Filed2026-07-27
ZM
ZOOM COMMUNICATIONS INC
New
Shares2.9K
Event2026-06-30
Filed2026-07-27
TBIL
RBB FD INC
0.00%
Shares5.0K
Event2026-06-30
Filed2026-07-27
ON SEMICONDUCTOR CORP
ON SEMICONDUCTOR CORP
7.84%
Shares2.6K
Event2026-06-30
Filed2026-07-27
FQAL
FIDELITY COVINGTON TRUST
-1.10%
Shares3.1K
Event2026-06-30
Filed2026-07-27
MSI
MOTOROLA SOLUTIONS INC
-0.66%
Shares598
Event2026-06-30
Filed2026-07-27
JBL
JABIL INC
4.05%
Shares643
Event2026-06-30
Filed2026-07-27
EGP
EASTGROUP PPTYS INC
15.30%
Shares1.2K
Event2026-06-30
Filed2026-07-27
ESI
ELEMENT SOLUTIONS INC
New
Shares5.1K
Event2026-06-30
Filed2026-07-27
CGDV
CAPITAL GROUP DIVIDEND VALUE
0.00%
Shares5.0K
Event2026-06-30
Filed2026-07-27
UAPR
INNOVATOR ETFS TRUST
0.00%
Shares6.9K
Event2026-06-30
Filed2026-07-27
RNG
RINGCENTRAL INC
20.95%
Shares6.2K
Event2026-06-30
Filed2026-07-27
BANCO SANTANDER SA
BANCO SANTANDER SA
21.02%
Shares17.5K
Event2026-06-30
Filed2026-07-27
VXUS
VANGUARD STAR FDS
-31.15%
Shares2.8K
Event2026-06-30
Filed2026-07-27
3M CO
3M CO
-4.70%
Shares1.5K
Event2026-06-30
Filed2026-07-27
LEN
LENNAR CORP
New
Shares2.6K
Event2026-06-30
Filed2026-07-27
DURA
VANECK ETF TRUST
0.00%
Shares6.4K
Event2026-06-30
Filed2026-07-27
CGNX
COGNEX CORP
New
Shares3.3K
Event2026-06-30
Filed2026-07-27
KR
KROGER CO
31.19%
Shares4.3K
Event2026-06-30
Filed2026-07-27
F
FORD MTR CO
14.57%
Shares17.2K
Event2026-06-30
Filed2026-07-27
VBK
VANGUARD INDEX FDS
0.00%
Shares649
Event2026-06-30
Filed2026-07-27
FIVE
FIVE BELOW INC
-3.37%
Shares1.3K
Event2026-06-30
Filed2026-07-27
ATR
APTARGROUP INC
New
Shares1.9K
Event2026-06-30
Filed2026-07-27
ASTRAZENECA PLC
ASTRAZENECA PLC
10.85%
Shares1.2K
Event2026-06-30
Filed2026-07-27
IUSG
ISHARES TR
0.00%
Shares1.3K
Event2026-06-30
Filed2026-07-27
SLV
ISHARES SILVER TR
8.46%
Shares4.4K
Event2026-06-30
Filed2026-07-27
KRC
KILROY REALTY CORP
New
Shares6.3K
Event2026-06-30
Filed2026-07-27
MCO
MOODYS CORP
New
Shares516
Event2026-06-30
Filed2026-07-27
FJAN
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares4.2K
Event2026-06-30
Filed2026-07-27
IBB
ISHARES TR
0.00%
Shares1.2K
Event2026-06-30
Filed2026-07-27
WSM
WILLIAMS SONOMA INC
-13.10%
Shares988
Event2026-06-30
Filed2026-07-27
DLTR
DOLLAR TREE INC
New
Shares1.9K
Event2026-06-30
Filed2026-07-27
PEG
PUBLIC SVC ENTERPRISE GROUP
New
Shares2.8K
Event2026-06-30
Filed2026-07-27
PCTY
PAYLOCITY HLDG CORP
New
Shares2.2K
Event2026-06-30
Filed2026-07-27
TRLV
TRULIEVE CANNABIS CORP
New
Shares23.3K
Event2026-06-30
Filed2026-07-27
VTES
VANGUARD WELLINGTON FD
0.00%
Shares2.2K
Event2026-06-30
Filed2026-07-27
ING
ING GROEP N.V.
New
Shares7.2K
Event2026-06-30
Filed2026-07-27
ETR
ENTERGY CORP NEW
-19.29%
Shares2.0K
Event2026-06-30
Filed2026-07-27
GIS
GENERAL MILLS INC
New
Shares6.5K
Event2026-06-30
Filed2026-07-27
MAA
MID-AMER APT CMNTYS INC
New
Shares1.6K
Event2026-06-30
Filed2026-07-27
SHW
SHERWIN WILLIAMS CO
-15.39%
Shares654
Event2026-06-30
Filed2026-07-27
KVUE
KENVUE INC
8.99%
Shares11.8K
Event2026-06-30
Filed2026-07-27
RY
ROYAL BK CDA
New
Shares1.1K
Event2026-06-30
Filed2026-07-27
MIDD
MIDDLEBY CORP
New
Shares1.3K
Event2026-06-30
Filed2026-07-27
RLY
SSGA ACTIVE ETF TR
-5.36%
Shares6.5K
Event2026-06-30
Filed2026-07-27
FCPI
FIDELITY COVINGTON TRUST
0.00%
Shares4.1K
Event2026-06-30
Filed2026-07-27
BYD
BOYD GAMING CORP
-0.94%
Shares2.5K
Event2026-06-30
Filed2026-07-27
SLB
SLB LIMITED
-1.18%
Shares4.8K
Event2026-06-30
Filed2026-07-27
JAZZ PHARMACEUTICALS PLC
JAZZ PHARMACEUTICALS PLC
New
Shares912
Event2026-06-30
Filed2026-07-27
SIXG
ETF SER SOLUTIONS
New
Shares2.3K
Event2026-06-30
Filed2026-07-27
GRMN
GARMIN LTD
-4.77%
Shares919
Event2026-06-30
Filed2026-07-27
SPYG
SPDR SERIES TRUST
-2.20%
Shares1.8K
Event2026-06-30
Filed2026-07-27
COHR
COHERENT CORP
New
Shares549
Event2026-06-30
Filed2026-07-27
FAST
FASTENAL CO
New
Shares4.5K
Event2026-06-30
Filed2026-07-27
BSX
BOSTON SCIENTIFIC CORP
-92.14%
Shares5.1K
Event2026-06-30
Filed2026-07-27
CMCSA
COMCAST CORP NEW
-50.26%
Shares8.8K
Event2026-06-30
Filed2026-07-27
XYZ
BLOCK INC
New
Shares2.8K
Event2026-06-30
Filed2026-07-27
ETF SER SOLUTIONS
ETF SER SOLUTIONS
0.00%
Shares7.9K
Event2026-06-30
Filed2026-07-27
ALLISON TRANSMISSION HLDGS I
ALLISON TRANSMISSION HLDGS I
-7.19%
Shares1.9K
Event2026-06-30
Filed2026-07-27
FR
FIRST INDL RLTY TR INC
New
Shares3.5K
Event2026-06-30
Filed2026-07-27
OKE
ONEOK INC NEW
New
Shares2.5K
Event2026-06-30
Filed2026-07-27
AMERIPRISE FINL INC
AMERIPRISE FINL INC
-6.07%
Shares464
Event2026-06-30
Filed2026-07-27
PYPL
PAYPAL HLDGS INC
0.04%
Shares4.9K
Event2026-06-30
Filed2026-07-27
VWO
VANGUARD INTL EQUITY INDEX F
2.45%
Shares3.5K
Event2026-06-30
Filed2026-07-27
CCK
CROWN HLDGS INC
-38.55%
Shares1.9K
Event2026-06-30
Filed2026-07-27
SYF
SYNCHRONY FINANCIAL
New
Shares2.8K
Event2026-06-30
Filed2026-07-27
TKR
TIMKEN CO
New
Shares1.5K
Event2026-06-30
Filed2026-07-27
VRT
VERTIV HOLDINGS CO
New
Shares630
Event2026-06-30
Filed2026-07-27
KHC
KRAFT HEINZ CO
New
Shares8.9K
Event2026-06-30
Filed2026-07-27
SHOP
SHOPIFY INC
-4.98%
Shares1.8K
Event2026-06-30
Filed2026-07-27
DT
DYNATRACE INC
New
Shares4.8K
Event2026-06-30
Filed2026-07-27
NVST
ENVISTA HOLDINGS CORPORATION
New
Shares7.9K
Event2026-06-30
Filed2026-07-27
PSMD
PACER FDS TR
0.00%
Shares6.1K
Event2026-06-30
Filed2026-07-27
CSL
CARLISLE COS INC
-0.17%
Shares573
Event2026-06-30
Filed2026-07-27
MSM
MSC INDL DIRECT INC
New
Shares1.7K
Event2026-06-30
Filed2026-07-27
IQV
IQVIA HLDGS INC
New
Shares1.1K
Event2026-06-30
Filed2026-07-27
ETSY INC
ETSY INC
New
Shares2.7K
Event2026-06-30
Filed2026-07-27
NWSA
NEWS CORP NEW
New
Shares8.3K
Event2026-06-30
Filed2026-07-27
EA
ELECTRONIC ARTS INC
New
Shares1.0K
Event2026-06-30
Filed2026-07-27
JHG
JANUS HENDERSON GROUP PLC
New
Shares4.0K
Event2026-06-30
Filed2026-07-27
ISHARES TR
ISHARES TR
New
Shares2.1K
Event2026-06-30
Filed2026-07-27
BP
BP PLC
7.42%
Shares5.5K
Event2026-06-30
Filed2026-07-27
RHI
ROBERT HALF INC.
New
Shares6.6K
Event2026-06-30
Filed2026-07-27
MDB
MONGODB INC
New
Shares603
Event2026-06-30
Filed2026-07-27
ADSK
AUTODESK INC
-10.95%
Shares1.0K
Event2026-06-30
Filed2026-07-27
MFG
MIZUHO FINANCIAL GROUP INC
61.48%
Shares19.7K
Event2026-06-30
Filed2026-07-27
LEG
LEGGETT & PLATT INC
New
Shares15.0K
Event2026-06-30
Filed2026-07-27
CAG
CONAGRA BRANDS INC
New
Shares11.3K
Event2026-06-30
Filed2026-07-27
GNW
GENWORTH FINL INC
0.00%
Shares15.5K
Event2026-06-30
Filed2026-07-27
NMR
NOMURA HLDGS INC
29.56%
Shares13.3K
Event2026-06-30
Filed2026-07-27
FLO
FLOWERS FOODS INC
New
Shares13.9K
Event2026-06-30
Filed2026-07-27
AEGON LTD
AEGON LTD
New
Shares10.3K
Event2026-06-30
Filed2026-07-27

Call Option Holdings
SERVICENOW INC Call
SERVICENOW INC
New
Shares3.8K
Event2026-06-30
Filed2026-07-27
STATE STR SPDR S&P 500 ETF T Call
STATE STR SPDR S&P 500 ETF T
New
Shares200
Event2026-06-30
Filed2026-07-27

Put Option Holdings
LRCX Put
LAM RESEARCH CORP
-22.06%
Shares5.3K
Event2026-06-30
Filed2026-07-27
AAPL Put
APPLE INC
-60.00%
Shares6.8K
Event2026-06-30
Filed2026-07-27
NVDA Put
NVIDIA CORPORATION
121.21%
Shares7.3K
Event2026-06-30
Filed2026-07-27
STATE STR SPDR S&P 500 ETF T Put
STATE STR SPDR S&P 500 ETF T
10.00%
Shares1.1K
Event2026-06-30
Filed2026-07-27
MSFT Put
MICROSOFT CORP
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-27
SPACE EXPLORATION TECHN CORP Put
SPACE EXPLORATION TECHN CORP
New
Shares300
Event2026-06-30
Filed2026-07-27
Cornerstone Wealth Group, LLC Institutional Holdings, Portfolio & P&L — TradeFomo