The Analysis of Founders Financial Alliance, LLC's Holdings & P&L


Currently, Founders Financial Alliance, LLC holds 779 types of securities in its portfolio with a total value $754.5M. In the most recent quarter, they have increased their positions in N/A (+26.2K shares, valued at $19.6M), IUSB (+319.3K shares, valued at $14.7M), IVW (+75.8K shares, valued at $10.4M); decreased their positions in PULS (-188.1K shares, valued at $9.3M), DGRS (-90.7K shares, valued at $5.4M), SPMD (-62.8K shares, valued at $4.2M); initiated new positions in XLSR (+38.3K shares, valued at $2.5M), BINC (+41.3K shares, valued at $2.2M), FISR (+69.2K shares, valued at $1.8M).


1M P&L
-129.1K-0.02%
3M P&L
+18.5M+3.00%
HY P&L
+30.7M+5.07%

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/A378.2M
58.5%
2Semiconductors41.6M
6.4%
3Consumer Electronics36.3M
5.6%

Top Industries by Stock Count

1N/A539 stocks
74.7%
2Asset Management15 stocks
2.1%
3Banks - Regional11 stocks
1.5%
Stock Holdings
AAPL
APPLE INC
-2.40%
Shares125.5K
Event2026-06-30
Filed2026-08-04
ISHARES TR
ISHARES TR
195.56%
Shares39.6K
Event2026-06-30
Filed2026-08-04
NVDA
NVIDIA CORPORATION
-1.01%
Shares135.8K
Event2026-06-30
Filed2026-08-04
IUSB
ISHARES TR
5796.60%
Shares324.8K
Event2026-06-30
Filed2026-08-04
MSFT
MICROSOFT CORP
1.16%
Shares34.7K
Event2026-06-30
Filed2026-08-04
AMZN
AMAZON COM INC
-0.75%
Shares49.1K
Event2026-06-30
Filed2026-08-04
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
43.95%
Shares15.5K
Event2026-06-30
Filed2026-08-04
IVW
ISHARES TR
2982.53%
Shares78.3K
Event2026-06-30
Filed2026-08-04
IVE
ISHARES TR
3693.30%
Shares47.0K
Event2026-06-30
Filed2026-08-04
GOOGL
ALPHABET INC
2.83%
Shares29.4K
Event2026-06-30
Filed2026-08-04
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
0.91%
Shares31.1K
Event2026-06-30
Filed2026-08-04
DYNF
BLACKROCK ETF TRUST
9737.24%
Shares146.1K
Event2026-06-30
Filed2026-08-04
IEMG
ISHARES INC
885.33%
Shares117.9K
Event2026-06-30
Filed2026-08-04
PYLD
PIMCO ETF TR
735.66%
Shares344.3K
Event2026-06-30
Filed2026-08-04
BROADCOM INC
BROADCOM INC
-0.26%
Shares23.5K
Event2026-06-30
Filed2026-08-04
DGRW
WISDOMTREE TR
-7.47%
Shares89.2K
Event2026-06-30
Filed2026-08-04
DUK
DUKE ENERGY CORP NEW
3.11%
Shares62.0K
Event2026-06-30
Filed2026-08-04
FBNC
FIRST BANCORP N C
-1.18%
Shares119.1K
Event2026-06-30
Filed2026-08-04
GSUS
GOLDMAN SACHS ETF TR
5040.03%
Shares71.9K
Event2026-06-30
Filed2026-08-04
QQQ
INVESCO QQQ TR
5.55%
Shares9.9K
Event2026-06-30
Filed2026-08-04
TCAF
T ROWE PRICE EXCHANGE-TRADED
2.75%
Shares175.0K
Event2026-06-30
Filed2026-08-04
CGDG
CAPITAL GROUP DIVIDEND GROWE
6.32%
Shares190.2K
Event2026-06-30
Filed2026-08-04
CGGR
CAPITAL GROUP GROWTH ETF
8.16%
Shares148.3K
Event2026-06-30
Filed2026-08-04
JGRO
J P MORGAN EXCHANGE TRADED F
2.30%
Shares69.0K
Event2026-06-30
Filed2026-08-04
BIL
SPDR SERIES TRUST
-0.13%
Shares73.4K
Event2026-06-30
Filed2026-08-04
EFV
ISHARES TR
5285.42%
Shares86.8K
Event2026-06-30
Filed2026-08-04
BAI
BLACKROCK ETF TRUST
20360.67%
Shares121.7K
Event2026-06-30
Filed2026-08-04
MTUM
ISHARES TR
2202.79%
Shares17.3K
Event2026-06-30
Filed2026-08-04
AMD
ADVANCED MICRO DEVICES INC
-11.04%
Shares10.2K
Event2026-06-30
Filed2026-08-04
FLHY
FRANKLIN TEMPLETON ETF TR
2426.33%
Shares227.0K
Event2026-06-30
Filed2026-08-04
EVLN
MORGAN STANLEY ETF TRUST
-3.24%
Shares110.5K
Event2026-06-30
Filed2026-08-04
DIA
STATE STR SPDR DOW JONES IND
-2.85%
Shares10.1K
Event2026-06-30
Filed2026-08-04
TBIL
RBB FD INC
3.85%
Shares105.5K
Event2026-06-30
Filed2026-08-04
EFG
ISHARES TR
2654.34%
Shares42.2K
Event2026-06-30
Filed2026-08-04
JPST
J P MORGAN EXCHANGE TRADED F
31.40%
Shares103.4K
Event2026-06-30
Filed2026-08-04
GOOG
ALPHABET INC
75.76%
Shares14.7K
Event2026-06-30
Filed2026-08-04
FESM
FIDELITY COVINGTON TRUST
1.61%
Shares107.0K
Event2026-06-30
Filed2026-08-04
TLH
ISHARES TR
13192.15%
Shares50.8K
Event2026-06-30
Filed2026-08-04
QUAL
ISHARES TR
1395.47%
Shares22.4K
Event2026-06-30
Filed2026-08-04
MO
ALTRIA GROUP INC
-7.96%
Shares66.7K
Event2026-06-30
Filed2026-08-04
EXXON MOBIL CORP
EXXON MOBIL CORP
-7.71%
Shares34.5K
Event2026-06-30
Filed2026-08-04
MBB
ISHARES TR
901.56%
Shares48.8K
Event2026-06-30
Filed2026-08-04
GOVT
ISHARES TR
500.09%
Shares196.5K
Event2026-06-30
Filed2026-08-04
ABBVIE INC
ABBVIE INC
-5.10%
Shares17.2K
Event2026-06-30
Filed2026-08-04
THRO
BLACKROCK ETF TRUST
17083.25%
Shares99.5K
Event2026-06-30
Filed2026-08-04
FMDE
FIDELITY COVINGTON TRUST
2.34%
Shares105.6K
Event2026-06-30
Filed2026-08-04
BRK.B
BERKSHIRE HATHAWAY INC DEL
0.43%
Shares8.5K
Event2026-06-30
Filed2026-08-04
JNJ
JOHNSON & JOHNSON
-10.53%
Shares16.7K
Event2026-06-30
Filed2026-08-04
IWF
ISHARES TR
298.44%
Shares34.2K
Event2026-06-30
Filed2026-08-04
LQDH
ISHARES U S ETF TR
-17.82%
Shares43.7K
Event2026-06-30
Filed2026-08-04
BLCR
BLACKROCK ETF TRUST
53507.86%
Shares75.1K
Event2026-06-30
Filed2026-08-04
PM
PHILIP MORRIS INTL INC
1.86%
Shares20.7K
Event2026-06-30
Filed2026-08-04
TSM
TAIWAN SEMICONDUCTOR MANUFAC
4.05%
Shares7.4K
Event2026-06-30
Filed2026-08-04
CVX
CHEVRON CORPORATION
-4.20%
Shares21.2K
Event2026-06-30
Filed2026-08-04
VOO
VANGUARD INDEX FDS
1.70%
Shares5.1K
Event2026-06-30
Filed2026-08-04
WMT
WALMART INC
1.60%
Shares28.3K
Event2026-06-30
Filed2026-08-04
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
-1.63%
Shares4.1K
Event2026-06-30
Filed2026-08-04
SMH
VANECK ETF TRUST
0.13%
Shares4.6K
Event2026-06-30
Filed2026-08-04
GCOR
GOLDMAN SACHS ETF TR
3083.74%
Shares72.5K
Event2026-06-30
Filed2026-08-04
GSLC
GOLDMAN SACHS ETF TR
418.99%
Shares20.5K
Event2026-06-30
Filed2026-08-04
LOW
LOWES COS INC
4.31%
Shares13.1K
Event2026-06-30
Filed2026-08-04
GSIE
GOLDMAN SACHS ETF TR
5105.11%
Shares63.1K
Event2026-06-30
Filed2026-08-04
DIVO
AMPLIFY ETF TR
-1.58%
Shares62.3K
Event2026-06-30
Filed2026-08-04
IDEF
BLACKROCK ETF TRUST
31957.71%
Shares89.4K
Event2026-06-30
Filed2026-08-04
IWD
ISHARES TR
-0.42%
Shares11.4K
Event2026-06-30
Filed2026-08-04
GS
GOLDMAN SACHS GROUP INC
0.45%
Shares2.7K
Event2026-06-30
Filed2026-08-04
FCNCA
FIRST CTZNS BANCSHARES INC D
0.00%
Shares1.3K
Event2026-06-30
Filed2026-08-04
VIG
VANGUARD SPECIALIZED FUNDS
13.40%
Shares11.2K
Event2026-06-30
Filed2026-08-04
IAGG
ISHARES TR
16919.60%
Shares51.2K
Event2026-06-30
Filed2026-08-04
META PLATFORMS INC
META PLATFORMS INC
10.93%
Shares4.5K
Event2026-06-30
Filed2026-08-04
CAT
CATERPILLAR INC
-29.93%
Shares2.4K
Event2026-06-30
Filed2026-08-04
XLSR
SSGA ACTIVE TR
New
Shares38.3K
Event2026-06-30
Filed2026-08-04
IBM
INTERNATIONAL BUSINESS MACHS
-0.74%
Shares8.7K
Event2026-06-30
Filed2026-08-04
VANGUARD INDEX FDS
VANGUARD INDEX FDS
17.91%
Shares6.5K
Event2026-06-30
Filed2026-08-04
LLY
ELI LILLY & CO
13.82%
Shares2.0K
Event2026-06-30
Filed2026-08-04
BALI
BLACKROCK ETF TRUST
7.64%
Shares69.9K
Event2026-06-30
Filed2026-08-04
XLK
SELECT SECTOR SPDR TR
-1.26%
Shares12.3K
Event2026-06-30
Filed2026-08-04
CISCO SYS INC
CISCO SYS INC
-0.19%
Shares19.8K
Event2026-06-30
Filed2026-08-04
MCD
MCDONALDS CORP
0.38%
Shares8.5K
Event2026-06-30
Filed2026-08-04
BINC
BLACKROCK ETF TRUST II
New
Shares41.3K
Event2026-06-30
Filed2026-08-04
RY
ROYAL BK CDA
-0.48%
Shares10.3K
Event2026-06-30
Filed2026-08-04
SCHD
SCHWAB STRATEGIC TR
1.12%
Shares66.2K
Event2026-06-30
Filed2026-08-04
RTX CORPORATION
RTX CORPORATION
2.50%
Shares10.9K
Event2026-06-30
Filed2026-08-04
ETN
EATON CORP PLC
-28.50%
Shares4.8K
Event2026-06-30
Filed2026-08-04
HD
HOME DEPOT INC
4.76%
Shares5.8K
Event2026-06-30
Filed2026-08-04
TSLA
TESLA INC
6.27%
Shares4.9K
Event2026-06-30
Filed2026-08-04
MRK
MERCK & CO INC
1.47%
Shares16.0K
Event2026-06-30
Filed2026-08-04
XLF
SELECT SECTOR SPDR TR
-1.48%
Shares38.0K
Event2026-06-30
Filed2026-08-04
SPDW
SPDR INDEX SHS FDS
936.21%
Shares37.7K
Event2026-06-30
Filed2026-08-04
MAR
MARRIOTT INTL INC NEW
0.24%
Shares4.9K
Event2026-06-30
Filed2026-08-04
NEXTERA ENERGY INC
NEXTERA ENERGY INC
-0.19%
Shares20.3K
Event2026-06-30
Filed2026-08-04
TCAL
T ROWE PRICE EXCHANGE-TRADED
8.94%
Shares80.3K
Event2026-06-30
Filed2026-08-04
GRNY
TIDAL TRUST I
36.98%
Shares64.4K
Event2026-06-30
Filed2026-08-04
FISR
SSGA ACTIVE TR
New
Shares69.2K
Event2026-06-30
Filed2026-08-04
MU
MICRON TECHNOLOGY INC
-36.76%
Shares1.5K
Event2026-06-30
Filed2026-08-04
BAC
BANK OF AMER CORP
-0.27%
Shares30.9K
Event2026-06-30
Filed2026-08-04
SPEM
SPDR INDEX SHS FDS
627.15%
Shares33.9K
Event2026-06-30
Filed2026-08-04
QDPL
PACER FDS TR
3.43%
Shares38.2K
Event2026-06-30
Filed2026-08-04
APUE
TRUST FOR PROFESSIONAL MANAG
New
Shares37.2K
Event2026-06-30
Filed2026-08-04
GPIQ
GOLDMAN SACHS ETF TR
35.56%
Shares28.9K
Event2026-06-30
Filed2026-08-04
PGR
PROGRESSIVE CORP
1.38%
Shares7.6K
Event2026-06-30
Filed2026-08-04
AEP
AMERICAN ELEC PWR CO INC
1.60%
Shares12.0K
Event2026-06-30
Filed2026-08-04
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
-2.29%
Shares1.7K
Event2026-06-30
Filed2026-08-04
XBIL
RBB FD INC
-18.10%
Shares32.6K
Event2026-06-30
Filed2026-08-04
AGNC INVT CORP
AGNC INVT CORP
6.43%
Shares149.6K
Event2026-06-30
Filed2026-08-04
GCOW
PACER FDS TR
3.64%
Shares36.7K
Event2026-06-30
Filed2026-08-04
PANW
PALO ALTO NETWORKS INC
1.33%
Shares4.6K
Event2026-06-30
Filed2026-08-04
KO
COCA COLA CO
0.67%
Shares19.0K
Event2026-06-30
Filed2026-08-04
XLI
SELECT SECTOR SPDR TR
-0.56%
Shares8.3K
Event2026-06-30
Filed2026-08-04
GEV
GE VERNOVA INC
1.96%
Shares1.3K
Event2026-06-30
Filed2026-08-04
VUG
VANGUARD INDEX FDS
299.27%
Shares17.5K
Event2026-06-30
Filed2026-08-04
PG
PROCTER & GAMBLE CO
-12.01%
Shares9.9K
Event2026-06-30
Filed2026-08-04
SPMD
SPDR SERIES TRUST
-74.74%
Shares21.2K
Event2026-06-30
Filed2026-08-04
VISA INC
VISA INC
4.56%
Shares4.1K
Event2026-06-30
Filed2026-08-04
T
AT&T INC
-13.71%
Shares66.7K
Event2026-06-30
Filed2026-08-04
AXP
AMERICAN EXPRESS CO
1.22%
Shares4.0K
Event2026-06-30
Filed2026-08-04
LQD
ISHARES TR
57.71%
Shares12.3K
Event2026-06-30
Filed2026-08-04
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
0.31%
Shares3.2K
Event2026-06-30
Filed2026-08-04
SPYV
SPDR SERIES TRUST
-55.27%
Shares21.4K
Event2026-06-30
Filed2026-08-04
VB
VANGUARD INDEX FDS
-16.51%
Shares4.3K
Event2026-06-30
Filed2026-08-04
GOF
GUGGENHEIM STRATEGIC OPPORTU
-2.12%
Shares117.4K
Event2026-06-30
Filed2026-08-04
CW
CURTISS WRIGHT CORP
0.06%
Shares1.7K
Event2026-06-30
Filed2026-08-04
PEP
PEPSICO INC
-8.16%
Shares9.4K
Event2026-06-30
Filed2026-08-04
ISHARES TR
ISHARES TR
0.98%
Shares12.9K
Event2026-06-30
Filed2026-08-04
TFC
TRUIST FINL CORP
0.63%
Shares25.1K
Event2026-06-30
Filed2026-08-04
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares5.4K
Event2026-06-30
Filed2026-08-04
INTC
INTEL CORP
0.77%
Shares8.8K
Event2026-06-30
Filed2026-08-04
GLD
SPDR GOLD TR
40.11%
Shares3.3K
Event2026-06-30
Filed2026-08-04
GE
GE AEROSPACE
-6.61%
Shares3.2K
Event2026-06-30
Filed2026-08-04
SPSM
SPDR SERIES TRUST
197.07%
Shares20.8K
Event2026-06-30
Filed2026-08-04
TXN
TEXAS INSTRS INC
-10.85%
Shares4.0K
Event2026-06-30
Filed2026-08-04
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares5.3K
Event2026-06-30
Filed2026-08-04
VTV
VANGUARD INDEX FDS
-26.50%
Shares5.4K
Event2026-06-30
Filed2026-08-04
APPLIED MATLS INC
APPLIED MATLS INC
-25.20%
Shares1.6K
Event2026-06-30
Filed2026-08-04
IRM
IRON MTN INC DEL
0.04%
Shares9.0K
Event2026-06-30
Filed2026-08-04
ORACLE CORP
ORACLE CORP
-1.45%
Shares7.8K
Event2026-06-30
Filed2026-08-04
EVT
EATON VANCE TAX ADVT DIV INC
4.46%
Shares40.3K
Event2026-06-30
Filed2026-08-04
GEM
GOLDMAN SACHS ETF TR
5377.89%
Shares21.3K
Event2026-06-30
Filed2026-08-04
MNST
MONSTER BEVERAGE CORP NEW
0.95%
Shares11.5K
Event2026-06-30
Filed2026-08-04
XYLD
GLOBAL X FDS
4.85%
Shares26.6K
Event2026-06-30
Filed2026-08-04
NETFLIX INC.
NETFLIX INC.
-12.77%
Shares15.1K
Event2026-06-30
Filed2026-08-04
ORC
ORCHID IS CAP INC
-3.07%
Shares154.3K
Event2026-06-30
Filed2026-08-04
XAR
SPDR SERIES TRUST
-3.69%
Shares3.8K
Event2026-06-30
Filed2026-08-04
DOMINION ENERGY INC
DOMINION ENERGY INC
-2.94%
Shares15.7K
Event2026-06-30
Filed2026-08-04
CGSD
CAPITAL GRP FIXED INCM ETF T
-27.79%
Shares41.4K
Event2026-06-30
Filed2026-08-04
TJX
TJX COS INC NEW
-3.05%
Shares7.0K
Event2026-06-30
Filed2026-08-04
VEA
VANGUARD TAX-MANAGED FDS
-32.71%
Shares14.6K
Event2026-06-30
Filed2026-08-04
IAU
ISHARES GOLD TR
465.03%
Shares13.6K
Event2026-06-30
Filed2026-08-04
GGUS
GOLDMAN SACHS ETF TR
4742.72%
Shares15.0K
Event2026-06-30
Filed2026-08-04
SLV
ISHARES SILVER TR
-17.97%
Shares18.9K
Event2026-06-30
Filed2026-08-04
ORLY
OREILLY AUTOMOTIVE INC
0.40%
Shares10.9K
Event2026-06-30
Filed2026-08-04
CL
COLGATE PALMOLIVE CO
0.68%
Shares10.9K
Event2026-06-30
Filed2026-08-04
SBUX
STARBUCKS CORP
-2.16%
Shares9.7K
Event2026-06-30
Filed2026-08-04
ENB
ENBRIDGE INC
0.20%
Shares18.3K
Event2026-06-30
Filed2026-08-04
WASTE MGMT INC DEL
WASTE MGMT INC DEL
0.14%
Shares4.4K
Event2026-06-30
Filed2026-08-04
VZ
VERIZON COMMUNICATIONS INC
-6.36%
Shares23.0K
Event2026-06-30
Filed2026-08-04
C
CITIGROUP INC
4.05%
Shares6.9K
Event2026-06-30
Filed2026-08-04
VGT
VANGUARD WORLD FD
733.47%
Shares8.0K
Event2026-06-30
Filed2026-08-04
VPU
VANGUARD WORLD FD
0.06%
Shares4.8K
Event2026-06-30
Filed2026-08-04
RSP
INVESCO EXCHANGE TRADED FD T
0.00%
Shares4.4K
Event2026-06-30
Filed2026-08-04
IJH
ISHARES TR
-26.87%
Shares12.0K
Event2026-06-30
Filed2026-08-04
WPC
WP CAREY INC
8.63%
Shares12.9K
Event2026-06-30
Filed2026-08-04
GLW
CORNING INC
1.07%
Shares3.6K
Event2026-06-30
Filed2026-08-04
SPYG
SPDR SERIES TRUST
-0.51%
Shares7.5K
Event2026-06-30
Filed2026-08-04
SOXX
ISHARES TR
5.03%
Shares1.4K
Event2026-06-30
Filed2026-08-04
VOE
VANGUARD INDEX FDS
0.18%
Shares4.4K
Event2026-06-30
Filed2026-08-04
QYLD
GLOBAL X FDS
0.74%
Shares47.6K
Event2026-06-30
Filed2026-08-04
GSID
GOLDMAN SACHS ETF TR
New
Shares11.6K
Event2026-06-30
Filed2026-08-04
IWY
ISHARES TR
-1.74%
Shares3.0K
Event2026-06-30
Filed2026-08-04
LMT
LOCKHEED MARTIN CORP
1.86%
Shares1.7K
Event2026-06-30
Filed2026-08-04
AKRE
PROFESIONALLY MANAGED PORTFO
0.00%
Shares16.2K
Event2026-06-30
Filed2026-08-04
ROL
ROLLINS INC
-6.11%
Shares20.4K
Event2026-06-30
Filed2026-08-04
XRMI
GLOBAL X FDS
-1.80%
Shares49.4K
Event2026-06-30
Filed2026-08-04
VOT
VANGUARD INDEX FDS
0.07%
Shares2.8K
Event2026-06-30
Filed2026-08-04
BME
BLACKROCK HEALTH SCIENCES TR
-0.67%
Shares19.2K
Event2026-06-30
Filed2026-08-04
GIGB
GOLDMAN SACHS ETF TR
2792.07%
Shares17.9K
Event2026-06-30
Filed2026-08-04
ACP
ABRDN INCOME CREDIT STRATEGI
11.98%
Shares157.3K
Event2026-06-30
Filed2026-08-04
AMGN
AMGEN INC
5.83%
Shares2.3K
Event2026-06-30
Filed2026-08-04
JNK
SPDR SERIES TRUST
6656.00%
Shares8.4K
Event2026-06-30
Filed2026-08-04
WMB
WILLIAMS COS INC
0.83%
Shares10.9K
Event2026-06-30
Filed2026-08-04
PFE
PFIZER INC
3.69%
Shares33.5K
Event2026-06-30
Filed2026-08-04
QQQM
INVESCO EXCH TRADED FD TR II
-5.34%
Shares2.6K
Event2026-06-30
Filed2026-08-04
SPTL
SPDR SERIES TRUST
9394.39%
Shares30.5K
Event2026-06-30
Filed2026-08-04
JOHNSON CONTROLS INTERNATION
JOHNSON CONTROLS INTERNATION
-2.45%
Shares5.5K
Event2026-06-30
Filed2026-08-04
XLY
SELECT SECTOR SPDR TR
0.00%
Shares6.8K
Event2026-06-30
Filed2026-08-04
CGHM
CAPITAL GRP FIXED INCM ETF T
0.00%
Shares30.5K
Event2026-06-30
Filed2026-08-04
OXLC
OXFORD LANE CAP CORP
-3.07%
Shares88.8K
Event2026-06-30
Filed2026-08-04
VYM
VANGUARD WHITEHALL FDS
-78.70%
Shares4.9K
Event2026-06-30
Filed2026-08-04
VO
VANGUARD INDEX FDS
298.73%
Shares9.4K
Event2026-06-30
Filed2026-08-04
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
-5.25%
Shares6.4K
Event2026-06-30
Filed2026-08-04
OKE
ONEOK INC NEW
0.29%
Shares8.4K
Event2026-06-30
Filed2026-08-04
HWM
HOWMET AEROSPACE INC
1.58%
Shares2.7K
Event2026-06-30
Filed2026-08-04
NEA
NUVEEN AMT FREE QLTY MUN INC
-5.04%
Shares61.6K
Event2026-06-30
Filed2026-08-04
CSX
CSX CORP
0.40%
Shares15.2K
Event2026-06-30
Filed2026-08-04
CERY
SPDR SERIES TRUST
New
Shares21.5K
Event2026-06-30
Filed2026-08-04
UNP
UNION PAC CORP
2.34%
Shares2.6K
Event2026-06-30
Filed2026-08-04
APIE
TRUST FOR PROFESSIONAL MANAG
New
Shares18.3K
Event2026-06-30
Filed2026-08-04
AON
AON PLC
-1.74%
Shares2.1K
Event2026-06-30
Filed2026-08-04
FTEC
FIDELITY COVINGTON TRUST
-1.70%
Shares2.5K
Event2026-06-30
Filed2026-08-04
COF
CAPITAL ONE FINL CORP
4.35%
Shares3.5K
Event2026-06-30
Filed2026-08-04
DE
DEERE & CO
-3.52%
Shares1.1K
Event2026-06-30
Filed2026-08-04
KMI
KINDER MORGAN INC DEL
0.79%
Shares21.4K
Event2026-06-30
Filed2026-08-04
MS
MORGAN STANLEY
6.15%
Shares3.2K
Event2026-06-30
Filed2026-08-04
LIN
LINDE PLC
-12.29%
Shares1.3K
Event2026-06-30
Filed2026-08-04
UBER
UBER TECHNOLOGIES INC
-0.32%
Shares9.1K
Event2026-06-30
Filed2026-08-04
XLV
SELECT SECTOR SPDR TR
-7.45%
Shares4.1K
Event2026-06-30
Filed2026-08-04
IYW
ISHARES TR
77.95%
Shares2.6K
Event2026-06-30
Filed2026-08-04
IJR
ISHARES TR
-11.16%
Shares4.4K
Event2026-06-30
Filed2026-08-04
NVG
NUVEEN AMT FREE MUN CR INC F
1.37%
Shares50.3K
Event2026-06-30
Filed2026-08-04
ACWX
ISHARES TR
83.72%
Shares8.5K
Event2026-06-30
Filed2026-08-04
GSSC
GOLDMAN SACHS ETF TR
5932.76%
Shares7.0K
Event2026-06-30
Filed2026-08-04
VFH
VANGUARD WORLD FD
0.56%
Shares4.8K
Event2026-06-30
Filed2026-08-04
DIS
DISNEY WALT CO
-4.37%
Shares6.6K
Event2026-06-30
Filed2026-08-04
XLG
INVESCO EXCHANGE TRADED FD T
3.41%
Shares10.3K
Event2026-06-30
Filed2026-08-04
FTA
FIRST TR EXCHANGE-TRADED ALP
0.80%
Shares6.4K
Event2026-06-30
Filed2026-08-04
JAAA
JANUS DETROIT STR TR
134.37%
Shares12.2K
Event2026-06-30
Filed2026-08-04
EMR
EMERSON ELEC CO
0.70%
Shares4.2K
Event2026-06-30
Filed2026-08-04
BCIC
BCP INVESTMENT CORPORATION
-2.78%
Shares80.7K
Event2026-06-30
Filed2026-08-04
ITA
ISHARES TR
6.76%
Shares2.4K
Event2026-06-30
Filed2026-08-04
VWO
VANGUARD INTL EQUITY INDEX F
-3.48%
Shares9.5K
Event2026-06-30
Filed2026-08-04
WFC
WELLS FARGO & CO
2.29%
Shares6.9K
Event2026-06-30
Filed2026-08-04
HBAN
HUNTINGTON BANCSHARES INC
72.51%
Shares31.7K
Event2026-06-30
Filed2026-08-04
GD
GENERAL DYNAMICS CORP
1.29%
Shares1.6K
Event2026-06-30
Filed2026-08-04
SDIV
GLOBAL X FDS
-0.39%
Shares22.6K
Event2026-06-30
Filed2026-08-04
APD
AIR PRODUCTS AND CHEMICALS I
0.00%
Shares1.9K
Event2026-06-30
Filed2026-08-04
BA
BOEING CO
-7.02%
Shares2.5K
Event2026-06-30
Filed2026-08-04
QGRW
WISDOMTREE TR
2.25%
Shares8.3K
Event2026-06-30
Filed2026-08-04
DLN
WISDOMTREE TR
-70.79%
Shares5.6K
Event2026-06-30
Filed2026-08-04
ROK
ROCKWELL AUTOMATION INC
0.19%
Shares1.1K
Event2026-06-30
Filed2026-08-04
VTIP
VANGUARD MALVERN FDS
New
Shares10.6K
Event2026-06-30
Filed2026-08-04
FV
FIRST TR EXCHANGE TRADED FD
0.62%
Shares7.0K
Event2026-06-30
Filed2026-08-04
BMY
BRISTOL-MYERS SQUIBB CO
0.84%
Shares9.2K
Event2026-06-30
Filed2026-08-04
FNDF
SCHWAB STRATEGIC TR
-3.57%
Shares10.1K
Event2026-06-30
Filed2026-08-04
ASML
ASML HLDG NV
2.31%
Shares266
Event2026-06-30
Filed2026-08-04
FDN
FIRST TR EXCHANGE-TRADED FD
1.22%
Shares2.0K
Event2026-06-30
Filed2026-08-04
FTC
FIRST TR EXCHANGE-TRADED ALP
1.15%
Shares2.7K
Event2026-06-30
Filed2026-08-04
BLK
BLACKROCK INC
4.31%
Shares532
Event2026-06-30
Filed2026-08-04
MUB
ISHARES TR
260.65%
Shares4.7K
Event2026-06-30
Filed2026-08-04
VRTX
VERTEX PHARMACEUTICALS INC
-4.98%
Shares1.0K
Event2026-06-30
Filed2026-08-04
QQEW
FIRST TR EXCHANGE-TRADED FD
-12.61%
Shares3.1K
Event2026-06-30
Filed2026-08-04
IUSG
ISHARES TR
1.80%
Shares2.7K
Event2026-06-30
Filed2026-08-04
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-43.14%
Shares518
Event2026-06-30
Filed2026-08-04
EGP
EASTGROUP PPTYS INC
0.00%
Shares2.5K
Event2026-06-30
Filed2026-08-04
BLACKROCK ETF TRUST
BLACKROCK ETF TRUST
New
Shares17.6K
Event2026-06-30
Filed2026-08-04
APH
AMPHENOL CORP
1.13%
Shares2.8K
Event2026-06-30
Filed2026-08-04
O
REALTY INCOME CORP
0.97%
Shares7.9K
Event2026-06-30
Filed2026-08-04
CORO
BLACKROCK ETF TRUST
New
Shares13.2K
Event2026-06-30
Filed2026-08-04
TGT
TARGET CORP
-7.80%
Shares3.7K
Event2026-06-30
Filed2026-08-04
WSBC
WESBANCO INC
-12.22%
Shares12.3K
Event2026-06-30
Filed2026-08-04
UBCP
UNITED BANCORP INC OHIO
0.00%
Shares29.0K
Event2026-06-30
Filed2026-08-04
VONV
VANGUARD SCOTTSDALE FDS
4.79%
Shares4.3K
Event2026-06-30
Filed2026-08-04
AWI
ARMSTRONG WORLD INDS INC NEW
0.88%
Shares2.9K
Event2026-06-30
Filed2026-08-04
NUE
NUCOR CORP
0.00%
Shares2.0K
Event2026-06-30
Filed2026-08-04
SOUTHERN CO
SOUTHERN CO
-5.97%
Shares4.7K
Event2026-06-30
Filed2026-08-04
FVD
FIRST TR EXCHANGE-TRADED FD
6.98%
Shares9.4K
Event2026-06-30
Filed2026-08-04
CARR
CARRIER GLOBAL CORPORATION
2.71%
Shares6.1K
Event2026-06-30
Filed2026-08-04
GTO
INVESCO ACTIVELY MANAGED EXC
4.67%
Shares9.5K
Event2026-06-30
Filed2026-08-04
QCOM
QUALCOMM INC
-52.31%
Shares2.4K
Event2026-06-30
Filed2026-08-04
CIBR
FIRST TR EXCHANGE-TRADED FD
0.04%
Shares4.9K
Event2026-06-30
Filed2026-08-04
GWX
SPDR INDEX SHS FDS
New
Shares9.9K
Event2026-06-30
Filed2026-08-04
VRT
VERTIV HOLDINGS CO
-13.08%
Shares1.3K
Event2026-06-30
Filed2026-08-04
JMTG
J P MORGAN EXCHANGE TRADED F
9314.44%
Shares8.5K
Event2026-06-30
Filed2026-08-04
EQT
EQT CORP
0.71%
Shares8.1K
Event2026-06-30
Filed2026-08-04
NEWT
NEWTEKONE INC
0.89%
Shares28.9K
Event2026-06-30
Filed2026-08-04
AMT
AMERICAN TOWER CORP
-1.29%
Shares2.6K
Event2026-06-30
Filed2026-08-04
CVS
CVS HEALTH CORP
-58.22%
Shares4.1K
Event2026-06-30
Filed2026-08-04
COP
CONOCOPHILLIPS
-5.24%
Shares4.0K
Event2026-06-30
Filed2026-08-04
SCHB
SCHWAB STRATEGIC TR
21.26%
Shares14.5K
Event2026-06-30
Filed2026-08-04
GSBD
GOLDMAN SACHS BDC INC
-3.16%
Shares43.5K
Event2026-06-30
Filed2026-08-04
BLACKROCK ETF TRUST II
BLACKROCK ETF TRUST II
New
Shares8.1K
Event2026-06-30
Filed2026-08-04
SNDK
SANDISK CORP
New
Shares178
Event2026-06-30
Filed2026-08-04
SPACE EXPLORATION TECHN CORP
SPACE EXPLORATION TECHN CORP
New
Shares2.4K
Event2026-06-30
Filed2026-08-04
BILZ
PIMCO ETF TR
-32.88%
Shares4.0K
Event2026-06-30
Filed2026-08-04
SPTM
SPDR SERIES TRUST
-87.23%
Shares4.4K
Event2026-06-30
Filed2026-08-04
CHUBB LIMITED
CHUBB LIMITED
0.95%
Shares1.2K
Event2026-06-30
Filed2026-08-04
CTAS
CINTAS CORP
0.69%
Shares2.3K
Event2026-06-30
Filed2026-08-04
BP
BP PLC
-3.03%
Shares10.7K
Event2026-06-30
Filed2026-08-04
TWLO
TWILIO INC
0.00%
Shares1.9K
Event2026-06-30
Filed2026-08-04
XOP
SPDR SERIES TRUST
0.00%
Shares2.5K
Event2026-06-30
Filed2026-08-04
APMU
TRUST FOR PROFESSIONAL MANAG
New
Shares15.5K
Event2026-06-30
Filed2026-08-04
XLC
SELECT SECTOR SPDR TR
2.06%
Shares3.6K
Event2026-06-30
Filed2026-08-04
HTGC
HERCULES CAPITAL INC
13.61%
Shares24.5K
Event2026-06-30
Filed2026-08-04
GTIP
GOLDMAN SACHS ETF TR
3012.20%
Shares7.9K
Event2026-06-30
Filed2026-08-04
ICVT
ISHARES TR
508.14%
Shares3.1K
Event2026-06-30
Filed2026-08-04
ADP
AUTOMATIC DATA PROCESSING IN
0.12%
Shares1.7K
Event2026-06-30
Filed2026-08-04
SCHO
SCHWAB STRATEGIC TR
619.99%
Shares15.7K
Event2026-06-30
Filed2026-08-04
NOC
NORTHROP GRUMMAN CORP
-0.27%
Shares745
Event2026-06-30
Filed2026-08-04
DX
DYNEX CAP INC
11.85%
Shares28.9K
Event2026-06-30
Filed2026-08-04
UPS
UNITED PARCEL SVCS INC
0.57%
Shares3.5K
Event2026-06-30
Filed2026-08-04
RSG
REPUBLIC SVCS INC
6.13%
Shares1.8K
Event2026-06-30
Filed2026-08-04
CHI
CALAMOS CONV OPPORTUNITIES &
-1.84%
Shares28.0K
Event2026-06-30
Filed2026-08-04
HOOD
ROBINHOOD MKTS INC
13.94%
Shares3.7K
Event2026-06-30
Filed2026-08-04
GWW
WW GRAINGER INC
2.62%
Shares274
Event2026-06-30
Filed2026-08-04
BE
BLOOM ENERGY CORP
New
Shares1.2K
Event2026-06-30
Filed2026-08-04
SERVICENOW INC
SERVICENOW INC
New
Shares3.7K
Event2026-06-30
Filed2026-08-04
QTUM
ETF SER SOLUTIONS
0.00%
Shares2.2K
Event2026-06-30
Filed2026-08-04
TEL
TE CONNECTIVITY PLC
-12.42%
Shares1.8K
Event2026-06-30
Filed2026-08-04
PSX
PHILLIPS 66
6.97%
Shares2.2K
Event2026-06-30
Filed2026-08-04
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
1.83%
Shares722
Event2026-06-30
Filed2026-08-04
TMO
THERMO FISHER SCIENTIFIC INC
5.02%
Shares732
Event2026-06-30
Filed2026-08-04
VST
VISTRA CORP
-7.06%
Shares2.3K
Event2026-06-30
Filed2026-08-04
ABT
ABBOTT LABORATORIES
-2.29%
Shares3.9K
Event2026-06-30
Filed2026-08-04
FTXL
FIRST TR EXCHANGE TRADED FD
-0.16%
Shares1.2K
Event2026-06-30
Filed2026-08-04
URI
UNITED RENTALS INC
0.97%
Shares313
Event2026-06-30
Filed2026-08-04
HLT
HILTON WORLDWIDE HLDGS INC
-7.73%
Shares1.1K
Event2026-06-30
Filed2026-08-04
SPHY
SPDR SERIES TRUST
182.94%
Shares15.0K
Event2026-06-30
Filed2026-08-04
ADI
ANALOG DEVICES INC
7.58%
Shares880
Event2026-06-30
Filed2026-08-04
EPD
ENTERPRISE PRODS PARTNERS L
-8.08%
Shares9.5K
Event2026-06-30
Filed2026-08-04
IWR
ISHARES TR
-1.19%
Shares3.2K
Event2026-06-30
Filed2026-08-04
VXUS
VANGUARD STAR FDS
New
Shares4.1K
Event2026-06-30
Filed2026-08-04
SDVY
FIRST TR EXCHANGE TRADED FD
New
Shares8.0K
Event2026-06-30
Filed2026-08-04
XLE
SELECT SECTOR SPDR TR
-13.57%
Shares6.5K
Event2026-06-30
Filed2026-08-04
KLAC
KLA CORP
New
Shares1.1K
Event2026-06-30
Filed2026-08-04
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR
-28.51%
Shares7.5K
Event2026-06-30
Filed2026-08-04
VBR
VANGUARD INDEX FDS
3.31%
Shares1.4K
Event2026-06-30
Filed2026-08-04
IUSV
ISHARES TR
0.98%
Shares3.1K
Event2026-06-30
Filed2026-08-04
PAYX
PAYCHEX INC
9.75%
Shares3.5K
Event2026-06-30
Filed2026-08-04
FTCS
FIRST TR EXCHANGE-TRADED FD
-2.52%
Shares3.6K
Event2026-06-30
Filed2026-08-04
EPS
WISDOMTREE TR
0.63%
Shares4.3K
Event2026-06-30
Filed2026-08-04
RDVY
FIRST TR EXCHANGE TRADED FD
-30.59%
Shares4.2K
Event2026-06-30
Filed2026-08-04
RYLD
GLOBAL X FDS
6.86%
Shares20.7K
Event2026-06-30
Filed2026-08-04
AFLG
FIRST TR EXCHNG TRADED FD VI
-0.04%
Shares7.5K
Event2026-06-30
Filed2026-08-04
SHW
SHERWIN WILLIAMS CO
0.96%
Shares943
Event2026-06-30
Filed2026-08-04
ETR
ENTERGY CORP NEW
0.25%
Shares2.8K
Event2026-06-30
Filed2026-08-04
AOS
SMITH A O CORP
-10.38%
Shares5.2K
Event2026-06-30
Filed2026-08-04
DVY
ISHARES TR
-4.63%
Shares2.1K
Event2026-06-30
Filed2026-08-04
FNB
F N B CORP
0.25%
Shares16.8K
Event2026-06-30
Filed2026-08-04
SPDR SERIES TRUST
SPDR SERIES TRUST
6.25%
Shares3.6K
Event2026-06-30
Filed2026-08-04
ETO
EATON VANCE TAX-ADVANTAGED G
0.67%
Shares10.3K
Event2026-06-30
Filed2026-08-04
BIT
BLACKROCK MULTI SECTOR INC T
20.71%
Shares25.4K
Event2026-06-30
Filed2026-08-04
IWM
ISHARES TR
105.84%
Shares1.1K
Event2026-06-30
Filed2026-08-04
LHX
L3HARRIS TECHNOLOGIES INC
0.09%
Shares1.1K
Event2026-06-30
Filed2026-08-04
OTF
BLUE OWL TECHNOLOGY FIN CORP
-4.01%
Shares30.3K
Event2026-06-30
Filed2026-08-04
EBND
SPDR SERIES TRUST
22363.64%
Shares14.8K
Event2026-06-30
Filed2026-08-04
SYK
STRYKER CORPORATION
-7.64%
Shares979
Event2026-06-30
Filed2026-08-04
BK
BANK OF NY MELLON CORP
4.87%
Shares2.1K
Event2026-06-30
Filed2026-08-04
VCIT
VANGUARD SCOTTSDALE FDS
27.89%
Shares3.7K
Event2026-06-30
Filed2026-08-04
ANET
ARISTA NETWORKS INC
New
Shares1.8K
Event2026-06-30
Filed2026-08-04
BKR
BAKER HUGHES COMPANY
0.54%
Shares5.4K
Event2026-06-30
Filed2026-08-04
ICMB
INVESTCORP CR MGMT BDC INC
-13.68%
Shares255.3K
Event2026-06-30
Filed2026-08-04
TER
TERADYNE INC
New
Shares615
Event2026-06-30
Filed2026-08-04
NFG
NATIONAL FUEL GAS CO
0.00%
Shares3.8K
Event2026-06-30
Filed2026-08-04
SUN
SUNOCO LP/SUNOCO FIN CORP
0.11%
Shares4.4K
Event2026-06-30
Filed2026-08-04
GRMN
GARMIN LTD
0.24%
Shares1.2K
Event2026-06-30
Filed2026-08-04
ASTRAZENECA PLC
ASTRAZENECA PLC
9.92%
Shares1.5K
Event2026-06-30
Filed2026-08-04
PULS
PGIM ETF TR
-96.97%
Shares5.9K
Event2026-06-30
Filed2026-08-04
NEAR
ISHARES U S ETF TR
0.99%
Shares5.7K
Event2026-06-30
Filed2026-08-04
SFLR
INNOVATOR ETFS TRUST
New
Shares7.5K
Event2026-06-30
Filed2026-08-04
ABNB
AIRBNB INC
-2.99%
Shares2.0K
Event2026-06-30
Filed2026-08-04
3M CO
3M CO
-1.17%
Shares1.8K
Event2026-06-30
Filed2026-08-04
HAS
HASBRO INC
0.06%
Shares3.4K
Event2026-06-30
Filed2026-08-04
FREEPORT MCMORAN INC
FREEPORT MCMORAN INC
-80.93%
Shares4.5K
Event2026-06-30
Filed2026-08-04
QQQI
NEOS ETF TRUST
-9.59%
Shares5.0K
Event2026-06-30
Filed2026-08-04
CGGO
CAPITAL GROUP GBL GROWTH EQT
-26.37%
Shares6.7K
Event2026-06-30
Filed2026-08-04
NOBL
PROSHARES TR
93.56%
Shares5.0K
Event2026-06-30
Filed2026-08-04
YUM
YUM BRANDS INC
-35.22%
Shares1.8K
Event2026-06-30
Filed2026-08-04
PNC
PNC FINL SVCS GROUP INC
-65.18%
Shares1.1K
Event2026-06-30
Filed2026-08-04
USMV
ISHARES TR
10.19%
Shares2.9K
Event2026-06-30
Filed2026-08-04
GSK PLC
GSK PLC
2.90%
Shares5.3K
Event2026-06-30
Filed2026-08-04
FIDU
FIDELITY COVINGTON TRUST
0.11%
Shares2.8K
Event2026-06-30
Filed2026-08-04
DIV
GLOBAL X FDS
23.89%
Shares14.4K
Event2026-06-30
Filed2026-08-04
VIGI
VANGUARD WHITEHALL FDS
0.45%
Shares2.9K
Event2026-06-30
Filed2026-08-04
NVS
NOVARTIS AG
-31.67%
Shares1.7K
Event2026-06-30
Filed2026-08-04
NRG
NRG ENERGY INC
3.12%
Shares1.9K
Event2026-06-30
Filed2026-08-04
DGRS
WISDOMTREE TR
-95.22%
Shares4.5K
Event2026-06-30
Filed2026-08-04
FYC
FIRST TR EXCHANGE-TRADED ALP
1.54%
Shares2.1K
Event2026-06-30
Filed2026-08-04
ESGU
ISHARES TR
-20.59%
Shares1.6K
Event2026-06-30
Filed2026-08-04
FXR
FIRST TR EXCHANGE-TRADED FD
-2.13%
Shares2.9K
Event2026-06-30
Filed2026-08-04
IDEV
ISHARES TR
1.15%
Shares3.0K
Event2026-06-30
Filed2026-08-04
SPAB
SPDR SERIES TRUST
30.87%
Shares10.5K
Event2026-06-30
Filed2026-08-04
FITB
FIFTH THIRD BANCORP
0.53%
Shares4.7K
Event2026-06-30
Filed2026-08-04
EFA
ISHARES TR
0.35%
Shares2.5K
Event2026-06-30
Filed2026-08-04
OLED
UNIVERSAL DISPLAY CORP
0.00%
Shares3.0K
Event2026-06-30
Filed2026-08-04
USB
US BANCORP
10.29%
Shares4.4K
Event2026-06-30
Filed2026-08-04
ET
ENERGY TRANSFER L P
0.28%
Shares13.6K
Event2026-06-30
Filed2026-08-04
EXEL
EXELIXIS INC
0.00%
Shares4.7K
Event2026-06-30
Filed2026-08-04
HIG
HARTFORD INSURANCE GROUP INC
0.47%
Shares1.9K
Event2026-06-30
Filed2026-08-04
NSC
NORFOLK SOUTHN CORP
-0.37%
Shares817
Event2026-06-30
Filed2026-08-04
APCB
TRUST FOR PROFESSIONAL MANAG
New
Shares8.6K
Event2026-06-30
Filed2026-08-04
ISHARES TR
ISHARES TR
-3.50%
Shares2.6K
Event2026-06-30
Filed2026-08-04
TRAVELERS COMPANIES INC
TRAVELERS COMPANIES INC
0.52%
Shares768
Event2026-06-30
Filed2026-08-04
CGUS
CAPITAL GROUP CORE EQUITY ET
0.00%
Shares5.6K
Event2026-06-30
Filed2026-08-04
CSQ
CALAMOS STRATEGIC TOTAL RETU
-3.33%
Shares12.1K
Event2026-06-30
Filed2026-08-04
NTRA
NATERA INC
New
Shares915
Event2026-06-30
Filed2026-08-04
SPLB
SPDR SERIES TRUST
New
Shares11.1K
Event2026-06-30
Filed2026-08-04
ARES CAPITAL CORP
ARES CAPITAL CORP
-60.99%
Shares13.4K
Event2026-06-30
Filed2026-08-04
PNNT
PENNANTPARK INVT CORP
15.10%
Shares71.4K
Event2026-06-30
Filed2026-08-04
ITOT
ISHARES TR
-33.96%
Shares1.5K
Event2026-06-30
Filed2026-08-04
S&P GLOBAL INC
S&P GLOBAL INC
-33.52%
Shares597
Event2026-06-30
Filed2026-08-04
IEF
ISHARES TR
562.11%
Shares2.6K
Event2026-06-30
Filed2026-08-04
COHR
COHERENT CORP
New
Shares615
Event2026-06-30
Filed2026-08-04
TIPX
SPDR SERIES TRUST
New
Shares12.7K
Event2026-06-30
Filed2026-08-04
WORLD GOLD TR
WORLD GOLD TR
New
Shares3.0K
Event2026-06-30
Filed2026-08-04
IWB
ISHARES TR
-49.83%
Shares586
Event2026-06-30
Filed2026-08-04
MEDTRONIC PLC
MEDTRONIC PLC
15.10%
Shares3.0K
Event2026-06-30
Filed2026-08-04
DGRO
ISHARES TR
0.10%
Shares3.1K
Event2026-06-30
Filed2026-08-04
FNY
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares2.1K
Event2026-06-30
Filed2026-08-04
INSULET CORP
INSULET CORP
1.49%
Shares1.5K
Event2026-06-30
Filed2026-08-04
IBKR
INTERACTIVE BROKERS GROUP IN
New
Shares2.6K
Event2026-06-30
Filed2026-08-04
SHEL
SHELL PLC
-9.70%
Shares2.9K
Event2026-06-30
Filed2026-08-04
MYRG
MYR GROUP INC
New
Shares450
Event2026-06-30
Filed2026-08-04
IBB
ISHARES TR
177.59%
Shares1.2K
Event2026-06-30
Filed2026-08-04
VEU
VANGUARD INTL EQUITY INDEX F
-3.89%
Shares2.7K
Event2026-06-30
Filed2026-08-04
SOLS
SOLSTICE ADVANCED MATLS INC
New
Shares2.5K
Event2026-06-30
Filed2026-08-04
ITW
ILLINOIS TOOL WKS INC
-53.48%
Shares823
Event2026-06-30
Filed2026-08-04
VONG
VANGUARD SCOTTSDALE FDS
3.17%
Shares1.7K
Event2026-06-30
Filed2026-08-04
LPLA
LPL FINL HLDGS INC
0.00%
Shares782
Event2026-06-30
Filed2026-08-04
SPXX
NUVEEN S&P 500 DYNAMIC OVERW
10.96%
Shares11.8K
Event2026-06-30
Filed2026-08-04
BUFR
FIRST TR EXCHNG TRADED FD VI
New
Shares6.0K
Event2026-06-30
Filed2026-08-04
BTI
BRITISH AMERN TOB PLC
-29.39%
Shares3.5K
Event2026-06-30
Filed2026-08-04
MPLX
MPLX LP
1.02%
Shares3.9K
Event2026-06-30
Filed2026-08-04
CORTEVA INC
CORTEVA INC
New
Shares2.6K
Event2026-06-30
Filed2026-08-04
SRLN
SSGA ACTIVE ETF TR
New
Shares5.4K
Event2026-06-30
Filed2026-08-04
SPIB
SPDR SERIES TRUST
1.19%
Shares6.5K
Event2026-06-30
Filed2026-08-04
PLD
PROLOGIS INC.
New
Shares1.6K
Event2026-06-30
Filed2026-08-04
CMI
CUMMINS INC
-72.86%
Shares301
Event2026-06-30
Filed2026-08-04
ISRG
INTUITIVE SURGICAL INC
3.45%
Shares539
Event2026-06-30
Filed2026-08-04
LMUB
ISHARES TR
New
Shares4.2K
Event2026-06-30
Filed2026-08-04
LCTU
BLACKROCK ETF TRUST
New
Shares2.7K
Event2026-06-30
Filed2026-08-04
QTEC
FIRST TR EXCHANGE-TRADED FD
New
Shares630
Event2026-06-30
Filed2026-08-04
EMHC
SPDR SERIES TRUST
New
Shares8.3K
Event2026-06-30
Filed2026-08-04
CINF
CINCINNATI FINL CORP
New
Shares1.1K
Event2026-06-30
Filed2026-08-04
APPLOVIN CORP
APPLOVIN CORP
New
Shares407
Event2026-06-30
Filed2026-08-04
PDP
INVESCO EXCHANGE TRADED FD T
0.00%
Shares1.4K
Event2026-06-30
Filed2026-08-04
SNOWFLAKE INC
SNOWFLAKE INC
New
Shares821
Event2026-06-30
Filed2026-08-04
MPC
MARATHON PETE CORP
-0.24%
Shares817
Event2026-06-30
Filed2026-08-04
BDJ
BLACKROCK ENHANCED EQUITY DI
15.90%
Shares21.5K
Event2026-06-30
Filed2026-08-04
BNDX
VANGUARD CHARLOTTE FDS
New
Shares4.3K
Event2026-06-30
Filed2026-08-04
EMLP
FIRST TR EXCHANGE-TRADED FD
-13.62%
Shares4.7K
Event2026-06-30
Filed2026-08-04
REG
REGENCY CTRS CORP
New
Shares2.6K
Event2026-06-30
Filed2026-08-04
KKR
KKR & CO INC
0.18%
Shares2.2K
Event2026-06-30
Filed2026-08-04
AVUV
AMERICAN CENTY ETF TR
-91.46%
Shares1.6K
Event2026-06-30
Filed2026-08-04
PFFA
ETFIS SER TR I
0.67%
Shares9.9K
Event2026-06-30
Filed2026-08-04
FXD
FIRST TR EXCHANGE-TRADED FD
3.89%
Shares2.9K
Event2026-06-30
Filed2026-08-04
FYT
FIRST TR EXCHANGE-TRADED ALP
0.42%
Shares2.9K
Event2026-06-30
Filed2026-08-04
P
EVERPURE INC
New
Shares2.5K
Event2026-06-30
Filed2026-08-04
WELL
WELLTOWER INC
New
Shares883
Event2026-06-30
Filed2026-08-04
IYG
ISHARES TR
-4.40%
Shares2.2K
Event2026-06-30
Filed2026-08-04
BMNR
BITMINE IMMERSION TECHS INC
4.76%
Shares14.3K
Event2026-06-30
Filed2026-08-04
XLB
SELECT SECTOR SPDR TR
0.03%
Shares3.7K
Event2026-06-30
Filed2026-08-04
JPC
NUVEEN PFD & INCOME OPPORTUN
0.16%
Shares24.1K
Event2026-06-30
Filed2026-08-04
IGPT
INVESCO EXCHANGE TRADED FD T
0.00%
Shares1.8K
Event2026-06-30
Filed2026-08-04
DJIA
GLOBAL X FDS
-3.81%
Shares8.5K
Event2026-06-30
Filed2026-08-04
BUZZ
VANECK ETF TRUST
0.00%
Shares5.0K
Event2026-06-30
Filed2026-08-04
VGI
VIRTUS GLOBAL MULTI-SECTOR I
-0.18%
Shares24.5K
Event2026-06-30
Filed2026-08-04
ETB
EATON VANCE TAX MNGED BUY WR
0.38%
Shares11.7K
Event2026-06-30
Filed2026-08-04
EXG
EATON VANCE TAX-MANAGED GLOB
0.17%
Shares18.5K
Event2026-06-30
Filed2026-08-04
CION
CION INVT CORP
-2.36%
Shares28.9K
Event2026-06-30
Filed2026-08-04
FNK
FIRST TR EXCHANGE-TRADED ALP
0.27%
Shares2.9K
Event2026-06-30
Filed2026-08-04
IGD
VOYA GLBL EQTY DIV & PREM OP
0.20%
Shares29.1K
Event2026-06-30
Filed2026-08-04
PID
INVESCO EXCHANGE TRADED FD T
-18.55%
Shares8.0K
Event2026-06-30
Filed2026-08-04
BOE
BLACKROCK ENHANCED GLOBAL
0.17%
Shares14.2K
Event2026-06-30
Filed2026-08-04
TLTW
ISHARES TR
New
Shares7.6K
Event2026-06-30
Filed2026-08-04
JCE
NUVEEN CORE EQUITY ALPHA FD
0.18%
Shares10.3K
Event2026-06-30
Filed2026-08-04
AIRR
FIRST TR EXCHANGE TRADED FD
0.00%
Shares1.3K
Event2026-06-30
Filed2026-08-04
SDY
SPDR SERIES TRUST
0.09%
Shares1.1K
Event2026-06-30
Filed2026-08-04
VCSH
VANGUARD SCOTTSDALE FDS
96.23%
Shares2.1K
Event2026-06-30
Filed2026-08-04
SKYY
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares1.2K
Event2026-06-30
Filed2026-08-04
MDST
ULTIMUS MANAGERS TR
0.00%
Shares5.7K
Event2026-06-30
Filed2026-08-04
IEUR
ISHARES TR
2.06%
Shares2.1K
Event2026-06-30
Filed2026-08-04
QQQH
NEOS ETF TRUST
0.96%
Shares2.9K
Event2026-06-30
Filed2026-08-04
ETJ
EATON VANCE RISK-MANAGED DIV
0.16%
Shares19.2K
Event2026-06-30
Filed2026-08-04
WEEI
ULTIMUS MANAGERS TR
0.00%
Shares6.9K
Event2026-06-30
Filed2026-08-04
SUSC
ISHARES TR
New
Shares6.6K
Event2026-06-30
Filed2026-08-04
BND
VANGUARD BD INDEX FDS
-16.97%
Shares2.0K
Event2026-06-30
Filed2026-08-04
RBIL
RBB FD INC
New
Shares3.0K
Event2026-06-30
Filed2026-08-04
BGH
BARINGS GLOBAL SHORT DURATIO
0.21%
Shares10.5K
Event2026-06-30
Filed2026-08-04
DSI
ISHARES TR
New
Shares1.0K
Event2026-06-30
Filed2026-08-04
AIQ
GLOBAL X FDS
2.22%
Shares2.3K
Event2026-06-30
Filed2026-08-04
SCHV
SCHWAB STRATEGIC TR
47.46%
Shares4.2K
Event2026-06-30
Filed2026-08-04
MMT
ABERDEEN MULTI-MARKET INCOME
0.18%
Shares32.5K
Event2026-06-30
Filed2026-08-04
ARDC
ARES DYNAMIC CR ALLOCATION F
0.21%
Shares11.0K
Event2026-06-30
Filed2026-08-04
DWAS
INVESCO EXCH TRADED FD TR II
0.00%
Shares1.1K
Event2026-06-30
Filed2026-08-04
EAGG
ISHARES TR
New
Shares2.8K
Event2026-06-30
Filed2026-08-04
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
35.95%
Shares2.2K
Event2026-06-30
Filed2026-08-04
RDVI
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares4.5K
Event2026-06-30
Filed2026-08-04
IDV
ISHARES TR
1.44%
Shares3.2K
Event2026-06-30
Filed2026-08-04
JEPI
J P MORGAN EXCHANGE TRADED F
123.69%
Shares2.3K
Event2026-06-30
Filed2026-08-04
PFF
ISHARES TR
6.71%
Shares4.3K
Event2026-06-30
Filed2026-08-04
MFIC
MIDCAP FINANCIAL INVSTMNT CO
0.86%
Shares12.9K
Event2026-06-30
Filed2026-08-04
IGF
ISHARES TR
2.16%
Shares1.9K
Event2026-06-30
Filed2026-08-04
USFR
WISDOMTREE TR
-91.62%
Shares2.5K
Event2026-06-30
Filed2026-08-04
HERD
PACER FDS TR
0.00%
Shares2.6K
Event2026-06-30
Filed2026-08-04
BAC-PL
BANK OF AMER CORP
1.04%
Shares97
Event2026-06-30
Filed2026-08-04
EIPI
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares5.5K
Event2026-06-30
Filed2026-08-04
ICOW
PACER FDS TR
New
Shares2.8K
Event2026-06-30
Filed2026-08-04
PFFR
ETFIS SER TR I
New
Shares6.4K
Event2026-06-30
Filed2026-08-04
OXSQ
OXFORD SQUARE CAP CORP
0.00%
Shares84.9K
Event2026-06-30
Filed2026-08-04
SCHM
SCHWAB STRATEGIC TR
0.26%
Shares3.0K
Event2026-06-30
Filed2026-08-04
DWM
WISDOMTREE TR
0.93%
Shares1.5K
Event2026-06-30
Filed2026-08-04
PFXF
VANECK ETF TRUST
New
Shares6.2K
Event2026-06-30
Filed2026-08-04
USXF
ISHARES TR
New
Shares1.6K
Event2026-06-30
Filed2026-08-04
DON
WISDOMTREE TR
-96.47%
Shares1.9K
Event2026-06-30
Filed2026-08-04
IWV
ISHARES TR
0.00%
Shares248
Event2026-06-30
Filed2026-08-04
BLV
VANGUARD BD INDEX FDS
-1.24%
Shares1.5K
Event2026-06-30
Filed2026-08-04
BSV
VANGUARD BD INDEX FDS
-6.80%
Shares1.3K
Event2026-06-30
Filed2026-08-04
GLOV
GOLDMAN SACHS ETF TR
0.00%
Shares1.6K
Event2026-06-30
Filed2026-08-04
IJK
ISHARES TR
0.00%
Shares872
Event2026-06-30
Filed2026-08-04
HYD
VANECK ETF TRUST
1.07%
Shares2.0K
Event2026-06-30
Filed2026-08-04
FXO
FIRST TR EXCHANGE-TRADED FD
-2.31%
Shares1.6K
Event2026-06-30
Filed2026-08-04

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available