Sponsored

The Analysis of HALBERT HARGROVE GLOBAL ADVISORS, LLC's Holdings & P&L

Currently, HALBERT HARGROVE GLOBAL ADVISORS, LLC holds 727 types of securities in its portfolio with a total value $2.3B. In the most recent quarter, they have increased their positions in INTF (+77.6K shares, valued at $3.2M), N/A (+69.2K shares, valued at $2.9M), N/A (+85.6K shares, valued at $2.2M); decreased their positions in N/A (-9.6K shares, valued at $7.2M), IEMG (-49.8K shares, valued at $4.1M), NTSX (-60.6K shares, valued at $3.6M); initiated new positions in IAU (+7.6K shares, valued at $571.5K), DFAT (+7.0K shares, valued at $489.3K), JPST (+8.5K shares, valued at $428.1K).

1M P&L

+21.8M+1.54%

3M P&L

+69.5M+5.09%

HY P&L

+146.4M+11.36%

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/A1.4B

97.7%

2Internet Content & Information4.4M

0.3%

3Travel Services3.8M

0.3%

Top Industries by Stock Count

1N/A222 stocks

34.5%

2Utilities - Regulated Electric14 stocks

2.2%

3Banks - Regional14 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR492.7K shares-1.92%2026-06-302026-07-21

NTSX WISDOMTREE TR5.4M shares-1.12%2026-06-302026-07-21

LRGF ISHARES TR3.6M shares-0.13%2026-06-302026-07-21

WISDOMTREE TR WISDOMTREE TR7.0M shares1.23%2026-06-302026-07-21

IEMG ISHARES INC2.2M shares-2.20%2026-06-302026-07-21

ISHARES TR ISHARES TR1.9M shares-0.06%2026-06-302026-07-21

NTSI WISDOMTREE TR3.1M shares0.43%2026-06-302026-07-21

INTF ISHARES TR3.4M shares2.32%2026-06-302026-07-21

Sponsored

SERIES PORTFOLIOS TR SERIES PORTFOLIOS TR3.0M shares-0.17%2026-06-302026-07-21

EEM ISHARES TR1.1M shares-2.86%2026-06-302026-07-21

WISDOMTREE TR WISDOMTREE TR1.6M shares4.52%2026-06-302026-07-21

SPDW SPDR INDEX SHS FDS1.1M shares-3.61%2026-06-302026-07-21

SCZ ISHARES TR370.0K shares-1.36%2026-06-302026-07-21

IWM ISHARES TR81.7K shares-4.46%2026-06-302026-07-21

IWC ISHARES TR82.3K shares-3.13%2026-06-302026-07-21

VEA VANGUARD TAX-MANAGED FDS190.2K shares-2.23%2026-06-302026-07-21

Sponsored

VONE VANGUARD SCOTTSDALE FDS30.2K shares-2.43%2026-06-302026-07-21

PYLD PIMCO ETF TR299.3K shares0.39%2026-06-302026-07-21

BOND PIMCO ETF TR71.2K shares-1.23%2026-06-302026-07-21

ESGU ISHARES TR38.2K shares-4.56%2026-06-302026-07-21

JPIB J P MORGAN EXCHANGE TRADED F129.2K shares1.25%2026-06-302026-07-21

IWB ISHARES TR15.2K shares-20.19%2026-06-302026-07-21

IWV ISHARES TR14.4K shares-7.12%2026-06-302026-07-21

MINT PIMCO ETF TR59.0K shares29.98%2026-06-302026-07-21

Sponsored

EFA ISHARES TR52.8K shares-4.27%2026-06-302026-07-21

ABNB AIRBNB INC26.5K shares0.02%2026-06-302026-07-21

AAPL APPLE INC11.7K shares0.23%2026-06-302026-07-21

BALL BALL CORP48.9K shares0.21%2026-06-302026-07-21

GOOGL ALPHABET INC7.7K shares-6.72%2026-06-302026-07-21

ESGD ISHARES TR26.1K shares3.33%2026-06-302026-07-21

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS20.3K shares-2.00%2026-06-302026-07-21

VFMF VANGUARD WELLINGTON FD12.6K shares-6.93%2026-06-302026-07-21

Sponsored

MSFT MICROSOFT CORP5.4K shares-32.01%2026-06-302026-07-21

QQQ INVESCO QQQ TR2.6K shares1.14%2026-06-302026-07-21

LLY ELI LILLY & CO1.5K shares-11.28%2026-06-302026-07-21

ISRG INTUITIVE SURGICAL INC4.3K shares-1.24%2026-06-302026-07-21

ESGE ISHARES INC30.7K shares-3.73%2026-06-302026-07-21

GOOG ALPHABET INC4.7K shares-0.76%2026-06-302026-07-21

HD HOME DEPOT INC4.3K shares-4.41%2026-06-302026-07-21

ZION ZIONS BANCORPORATION NATL AS19.1K shares0.00%2026-06-302026-07-21

Sponsored

AMZN AMAZON COM INC4.9K shares2.48%2026-06-302026-07-21

TMUS T-MOBILE US INC6.8K shares-13.44%2026-06-302026-07-21

VSS VANGUARD INTL EQUITY INDEX F6.9K shares-1.29%2026-06-302026-07-21

VANGUARD INDEX FDS VANGUARD INDEX FDS2.6K shares-2.17%2026-06-302026-07-21

VWO VANGUARD INTL EQUITY INDEX F14.5K shares-0.04%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.1K shares24.78%2026-06-302026-07-21

DES WISDOMTREE TR19.3K shares-45.04%2026-06-302026-07-21

IWF ISHARES TR6.2K shares344.80%2026-06-302026-07-21

Sponsored

VUG VANGUARD INDEX FDS8.3K shares607.67%2026-06-302026-07-21

USRT ISHARES TR10.8K shares-9.73%2026-06-302026-07-21

VOO VANGUARD INDEX FDS971 shares8.13%2026-06-302026-07-21

TSLA TESLA INC1.5K shares1.45%2026-06-302026-07-21

GLD SPDR GOLD TR1.7K shares616.12%2026-06-302026-07-21

SDG ISHARES TR7.0K shares0.45%2026-06-302026-07-21

UNITY SOFTWARE INC UNITY SOFTWARE INC21.7K shares0.00%2026-06-302026-07-21

ESGV VANGUARD WORLD FD4.7K shares-6.37%2026-06-302026-07-21

Sponsored

SNOWFLAKE INC SNOWFLAKE INC2.3K shares0.09%2026-06-302026-07-21

ISHARES TR ISHARES TR5.8K shares23.51%2026-06-302026-07-21

IAU ISHARES GOLD TR7.6K sharesnew addition2026-06-302026-07-21

LOW LOWES COS INC2.6K shares0.12%2026-06-302026-07-21

WMT WALMART INC4.5K shares8.37%2026-06-302026-07-21

DFAT DIMENSIONAL ETF TRUST7.0K sharesnew addition2026-06-302026-07-21

PSA PUBLIC STORAGE1.5K shares0.00%2026-06-302026-07-21

QGRW WISDOMTREE TR7.1K shares0.00%2026-06-302026-07-21

Sponsored

USB US BANCORP7.6K shares0.26%2026-06-302026-07-21

LDUR PIMCO ETF TR4.7K shares-0.87%2026-06-302026-07-21

JPST J P MORGAN EXCHANGE TRADED F8.5K sharesnew addition2026-06-302026-07-21

SOXL DIREXION SHARES ETF TRUST1.5K shares166.79%2026-06-302026-07-21

ITOT ISHARES TR2.4K shares0.00%2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.2K shares2.03%2026-06-302026-07-21

XLY SELECT SECTOR SPDR TR3.3K shares0.18%2026-06-302026-07-21

TECL DIREXION SHARES ETF TRUST1.7K shares-58.38%2026-06-302026-07-21

Sponsored

AOR ISHARES TR4.9K shares-26.02%2026-06-302026-07-21

VB VANGUARD INDEX FDS1.1K shares-1.85%2026-06-302026-07-21

XLI SELECT SECTOR SPDR TR1.8K shares0.22%2026-06-302026-07-21

WTAI WISDOMTREE TR6.9K shares0.00%2026-06-302026-07-21

CRBN ISHARES TR1.3K shares0.00%2026-06-302026-07-21

WCBR WISDOMTREE TR8.6K shares0.00%2026-06-302026-07-21

LABU DIREXION SHARES ETF TRUST1.0K shares0.00%2026-06-302026-07-21

SUSC ISHARES TR12.1K shares30.95%2026-06-302026-07-21

Sponsored

VXUS VANGUARD STAR FDS3.2K shares0.00%2026-06-302026-07-21

NTSE WISDOMTREE TR5.7K shares-13.25%2026-06-302026-07-21

XCEM COLUMBIA ETF TR II5.1K shares0.00%2026-06-302026-07-21

XLK SELECT SECTOR SPDR TR1.4K shares150.71%2026-06-302026-07-21

ABBVIE INC ABBVIE INC1.1K shares1.90%2026-06-302026-07-21

CGDV CAPITAL GROUP DIVIDEND VALUE5.4K shares994.31%2026-06-302026-07-21

TXN TEXAS INSTRS INC855 shares0.71%2026-06-302026-07-21

BA BOEING CO1.1K shares0.56%2026-06-302026-07-21

Sponsored

DGRW WISDOMTREE TR2.4K shares-3.25%2026-06-302026-07-21

VISA INC VISA INC671 shares0.00%2026-06-302026-07-21

CHI CALAMOS CONV OPPORTUNITIES &16.6K shares-17.46%2026-06-302026-07-21

FBTC FIDELITY WISE ORIGIN BITCOIN4.3K shares-0.09%2026-06-302026-07-21

QUAL ISHARES TR1.0K shares0.00%2026-06-302026-07-21

HPI HANCOCK JOHN PFD INCOME FD13.1K shares-1.36%2026-06-302026-07-21

3M CO 3M CO1.3K shares0.46%2026-06-302026-07-21

ESML ISHARES TR3.7K shares-0.29%2026-06-302026-07-21

Sponsored

VTV VANGUARD INDEX FDS922 shares0.00%2026-06-302026-07-21

VSGX VANGUARD WORLD FD2.4K shares-24.14%2026-06-302026-07-21

BLOK AMPLIFY ETF TR3.2K shares0.03%2026-06-302026-07-21

VYM VANGUARD WHITEHALL FDS1.2K shares-0.73%2026-06-302026-07-21

VBR VANGUARD INDEX FDS793 shares-8.85%2026-06-302026-07-21

ILCG ISHARES TR1.6K shares-11.19%2026-06-302026-07-21

WCLD WISDOMTREE TR5.7K shares0.00%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL365 shares2.53%2026-06-302026-07-21

Sponsored

META PLATFORMS INC META PLATFORMS INC316 shares9.34%2026-06-302026-07-21

IBM INTERNATIONAL BUSINESS MACHS631 shares0.48%2026-06-302026-07-21

SCHV SCHWAB STRATEGIC TR5.1K shares-4.19%2026-06-302026-07-21

BAC BANK OF AMER CORP3.1K shares3.23%2026-06-302026-07-21

VO VANGUARD INDEX FDS2.2K shares437.41%2026-06-302026-07-21

VONG VANGUARD SCOTTSDALE FDS1.3K shares1820.00%2026-06-302026-07-21

VCIT VANGUARD SCOTTSDALE FDS2.0K shares0.00%2026-06-302026-07-21

AOA ISHARES TR1.7K shares-0.92%2026-06-302026-07-21

Sponsored

CSQ CALAMOS STRATEGIC TOTAL RETU7.8K shares0.00%2026-06-302026-07-21

ARTY ISHARES TR2.0K shares0.00%2026-06-302026-07-21

AMD ADVANCED MICRO DEVICES INC256 shares4.92%2026-06-302026-07-21

MS MORGAN STANLEY711 shares1.72%2026-06-302026-07-21

VV VANGUARD INDEX FDS427 shares0.00%2026-06-302026-07-21

SCHG SCHWAB STRATEGIC TR4.3K shares-3.20%2026-06-302026-07-21

ARK ETF TR ARK ETF TR3.7K shares0.00%2026-06-302026-07-21

IDV ISHARES TR3.5K shares0.00%2026-06-302026-07-21

Sponsored

BROADCOM INC BROADCOM INC373 shares12.69%2026-06-302026-07-21

IJH ISHARES TR1.8K shares-0.67%2026-06-302026-07-21

WDC WESTERN DIGITAL CORP215 sharesnew addition2026-06-302026-07-21

EXG EATON VANCE TAX-MANAGED GLOB13.8K shares2.22%2026-06-302026-07-21

TSM TAIWAN SEMICONDUCTOR MANUFAC277 shares1.09%2026-06-302026-07-21

VBK VANGUARD INDEX FDS357 shares-0.28%2026-06-302026-07-21

SCHX SCHWAB STRATEGIC TR4.3K shares0.00%2026-06-302026-07-21

KO COCA COLA CO1.6K shares2.83%2026-06-302026-07-21

Sponsored

SCHK SCHWAB STRATEGIC TR3.5K shares0.00%2026-06-302026-07-21

DHS WISDOMTREE TR1.1K shares0.00%2026-06-302026-07-21

VGT VANGUARD WORLD FD1.0K shares698.46%2026-06-302026-07-21

VNQ VANGUARD INDEX FDS1.3K shares-2.34%2026-06-302026-07-21

SCHB SCHWAB STRATEGIC TR4.1K shares-27.93%2026-06-302026-07-21

DOC HEALTHPEAK PROPERTIES INC5.5K shares0.00%2026-06-302026-07-21

SPG SIMON PPTY GROUP INC NEW521 shares0.00%2026-06-302026-07-21

XLV SELECT SECTOR SPDR TR730 shares265.00%2026-06-302026-07-21

Sponsored

SDY SPDR SERIES TRUST749 shares0.00%2026-06-302026-07-21

VONV VANGUARD SCOTTSDALE FDS1.0K sharesnew addition2026-06-302026-07-21

IJR ISHARES TR738 shares-3.40%2026-06-302026-07-21

MCD MCDONALDS CORP403 shares0.75%2026-06-302026-07-21

EXXON MOBIL CORP EXXON MOBIL CORP788 shares0.00%2026-06-302026-07-21

CVX CHEVRON CORPORATION650 shares-5.25%2026-06-302026-07-21

VEU VANGUARD INTL EQUITY INDEX F1.3K shares0.00%2026-06-302026-07-21

FXL FIRST TR EXCHANGE-TRADED FD480 sharesnew addition2026-06-302026-07-21

Sponsored

S&P GLOBAL INC S&P GLOBAL INC252 shares0.80%2026-06-302026-07-21

GE GE AEROSPACE272 shares5.43%2026-06-302026-07-21

NVDA NVIDIA CORPORATION491 shares258.39%2026-06-302026-07-21

SMH VANECK ETF TRUST149 shares0.00%2026-06-302026-07-21

ASML ASML HLDG NV49 shares8.89%2026-06-302026-07-21

WDEF WISDOMTREE TR3.5K shares0.00%2026-06-302026-07-21

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION101 shares-9.01%2026-06-302026-07-21

PDX PIMCO DYNAMIC INCOME STRATEG4.5K shares0.00%2026-06-302026-07-21

Sponsored

DEM WISDOMTREE TR1.7K shares-1.19%2026-06-302026-07-21

ABT ABBOTT LABORATORIES1.0K shares0.39%2026-06-302026-07-21

AMUU DIREXION SHARES ETF TRUST314 shares-49.19%2026-06-302026-07-21

TDIV FIRST TR EXCHANGE TRADED FD785 sharesnew addition2026-06-302026-07-21

VYMI VANGUARD WHITEHALL FDS894 sharesnew addition2026-06-302026-07-21

EPD ENTERPRISE PRODS PARTNERS L2.4K shares9.30%2026-06-302026-07-21

RDVY FIRST TR EXCHANGE TRADED FD1.1K shares-16.31%2026-06-302026-07-21

VUSB VANGUARD BD INDEX FDS1.7K shares4.10%2026-06-302026-07-21

Sponsored

SCHD SCHWAB STRATEGIC TR2.6K shares0.00%2026-06-302026-07-21

CAT CATERPILLAR INC77 shares4.05%2026-06-302026-07-21

TDV PROSHARES TR769 shares0.00%2026-06-302026-07-21

MGK VANGUARD WORLD FD885 shares400.00%2026-06-302026-07-21

CGGR CAPITAL GROUP GROWTH ETF1.6K sharesnew addition2026-06-302026-07-21

SEABRIDGE GOLD INC SEABRIDGE GOLD INC3.0K sharesnew addition2026-06-302026-07-21

GEV GE VERNOVA INC65 shares4.84%2026-06-302026-07-21

IDEV ISHARES TR852 shares0.00%2026-06-302026-07-21

Sponsored

LRCX LAM RESEARCH CORP174 shares6.75%2026-06-302026-07-21

EMXC ISHARES INC736 shares0.00%2026-06-302026-07-21

DE DEERE & CO118 shares3.51%2026-06-302026-07-21

IXN ISHARES TR514 shares0.00%2026-06-302026-07-21

HONEYWELL INTL INC HONEYWELL INTL INC330 sharesnew addition2026-06-302026-07-21

XYLD GLOBAL X FDS1.8K shares44.00%2026-06-302026-07-21

ACP ABRDN INCOME CREDIT STRATEGI14.0K shares-14.56%2026-06-302026-07-21

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC329 sharesnew addition2026-06-302026-07-21

Sponsored

COWZ PACER FDS TR1.2K shares0.00%2026-06-302026-07-21

PHYS SPROTT ASSET MANAGEMENT LP2.4K shares0.00%2026-06-302026-07-21

MASTERCARD INCORPORATED MASTERCARD INCORPORATED139 shares12.10%2026-06-302026-07-21

JPC NUVEEN PFD & INCOME OPPORTUN9.0K shares-30.77%2026-06-302026-07-21

HIG HARTFORD INSURANCE GROUP INC534 shares0.19%2026-06-302026-07-21

PSLV SPROTT ASSET MANAGEMENT LP3.7K shares0.00%2026-06-302026-07-21

TQQQ PROSHARES TR848 shares-29.45%2026-06-302026-07-21

SCHF SCHWAB STRATEGIC TR2.5K shares0.00%2026-06-302026-07-21

Sponsored

EFV ISHARES TR878 shares17.07%2026-06-302026-07-21

SPEM SPDR INDEX SHS FDS1.3K shares0.00%2026-06-302026-07-21

ALK ALASKA AIR GROUP INC1.3K shares0.00%2026-06-302026-07-21

RSP INVESCO EXCHANGE TRADED FD T300 shares0.00%2026-06-302026-07-21

XBI SPDR SERIES TRUST400 shares0.00%2026-06-302026-07-21

MTUM ISHARES TR183 shares0.00%2026-06-302026-07-21

LYG LLOYDS BANKING GROUP PLC10.7K shares5.62%2026-06-302026-07-21

GNOM GLOBAL X FDS1.1K shares0.00%2026-06-302026-07-21

Sponsored

RSPT INVESCO EXCHANGE TRADED FD T955 shares0.00%2026-06-302026-07-21

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F1.0K shares0.00%2026-06-302026-07-21

NOBL PROSHARES TR1.1K shares100.00%2026-06-302026-07-21

CLX CLOROX CO DEL628 shares-25.94%2026-06-302026-07-21

GSLC GOLDMAN SACHS ETF TR419 shares-15.86%2026-06-302026-07-21

TIDAL TRUST II TIDAL TRUST II1.9K sharesnew addition2026-06-302026-07-21

HEFA ISHARES TR1.1K sharesnew addition2026-06-302026-07-21

COLUMBIA ETF TR I COLUMBIA ETF TR I1.7K sharesnew addition2026-06-302026-07-21

Sponsored

DGRO ISHARES TR678 shares0.00%2026-06-302026-07-21

NJR NEW JERSEY RES CORP900 shares0.00%2026-06-302026-07-21

CSX CSX CORP1.1K shares754.47%2026-06-302026-07-21

APPLIED MATLS INC APPLIED MATLS INC66 shares8.20%2026-06-302026-07-21

NEXTERA ENERGY INC NEXTERA ENERGY INC533 shares4.51%2026-06-302026-07-21

SPXL DIREXION SHARES ETF TRUST167 shares-10.70%2026-06-302026-07-21

QDPL PACER FDS TR1.0K shares0.00%2026-06-302026-07-21

UNP UNION PAC CORP164 shares3.80%2026-06-302026-07-21

Sponsored

T AT&T INC2.1K shares2.75%2026-06-302026-07-21

JEPI J P MORGAN EXCHANGE TRADED F750 shares0.00%2026-06-302026-07-21

EMEQ NOMURA ETF TR580 sharesnew addition2026-06-302026-07-21

JMEE J P MORGAN EXCHANGE TRADED F534 sharesnew addition2026-06-302026-07-21

SPDR SERIES TRUST SPDR SERIES TRUST474 shares0.00%2026-06-302026-07-21

CEF SPROTT ASSET MANAGEMENT LP1.0K shares0.00%2026-06-302026-07-21

LVS LAS VEGAS SANDS CORP867 shares0.00%2026-06-302026-07-21

IWD ISHARES TR165 shares-25.34%2026-06-302026-07-21

Sponsored

YUM YUM BRANDS INC247 shares0.41%2026-06-302026-07-21

IHDG WISDOMTREE TR750 shares0.00%2026-06-302026-07-21

DOCN DIGITALOCEAN HLDGS INC245 shares0.00%2026-06-302026-07-21

FELC FIDELITY COVINGTON TRUST897 shares0.00%2026-06-302026-07-21

WASTE MGMT INC DEL WASTE MGMT INC DEL166 shares0.00%2026-06-302026-07-21

IEUR ISHARES TR490 shares0.00%2026-06-302026-07-21

HLT HILTON WORLDWIDE HLDGS INC108 sharesnew addition2026-06-302026-07-21

IFGL ISHARES TR1.6K shares-53.25%2026-06-302026-07-21

Sponsored

ORACLE CORP ORACLE CORP242 shares-10.37%2026-06-302026-07-21

XFLT XAI FLOATING RATE & ALTER IN2.0K shares0.00%2026-06-302026-07-21

IXUS ISHARES TR367 shares0.00%2026-06-302026-07-21

TT TRANE TECHNOLOGIES PLC69 shares4.55%2026-06-302026-07-21

FTC FIRST TR EXCHANGE-TRADED ALP174 shares0.00%2026-06-302026-07-21

FXH FIRST TR EXCHANGE-TRADED FD275 sharesnew addition2026-06-302026-07-21

DIA STATE STR SPDR DOW JONES IND62 shares0.00%2026-06-302026-07-21

FREEPORT MCMORAN INC FREEPORT MCMORAN INC515 shares1.38%2026-06-302026-07-21

Sponsored

XLG INVESCO EXCHANGE TRADED FD T520 shares0.00%2026-06-302026-07-21

IRM IRON MTN INC DEL250 shares0.00%2026-06-302026-07-21

VT VANGUARD INTL EQUITY INDEX F189 shares0.00%2026-06-302026-07-21

MLM MARTIN MARIETTA MATLS INC51 sharesnew addition2026-06-302026-07-21

THEMES ETF TR THEMES ETF TR567 shares0.00%2026-06-302026-07-21

IGV ISHARES TR315 shares0.00%2026-06-302026-07-21

IUSG ISHARES TR145 shares0.00%2026-06-302026-07-21

EQT EQT CORP503 shares0.60%2026-06-302026-07-21

Sponsored

IYF ISHARES TR206 shares0.00%2026-06-302026-07-21

MPC MARATHON PETE CORP101 shares5.21%2026-06-302026-07-21

BME BLACKROCK HEALTH SCIENCES TR600 sharesnew addition2026-06-302026-07-21

NVO NOVO-NORDISK A S531 shares-3.28%2026-06-302026-07-21

KEY KEYCORP1.1K shares0.00%2026-06-302026-07-21

SPYG SPDR SERIES TRUST210 shares0.00%2026-06-302026-07-21

WWD WOODWARD INC55 shares0.00%2026-06-302026-07-21

IJJ ISHARES TR155 shares0.00%2026-06-302026-07-21

Sponsored

FQAL FIDELITY COVINGTON TRUST274 shares0.00%2026-06-302026-07-21

FEZ SPDR INDEX SHS FDS325 shares0.00%2026-06-302026-07-21

CII BLACKROCK ENHANCED LARGE CAP850 sharesnew addition2026-06-302026-07-21

IMCG ISHARES TR225 shares-51.09%2026-06-302026-07-21

BP BP PLC583 shares2.64%2026-06-302026-07-21

VOOG VANGUARD ADMIRAL FDS INC258 shares500.00%2026-06-302026-07-21

SCHM SCHWAB STRATEGIC TR572 shares-12.14%2026-06-302026-07-21

IXC ISHARES TR429 shares0.00%2026-06-302026-07-21

Sponsored

VOTE TCW ETF TRUST232 shares0.00%2026-06-302026-07-21

IGM ISHARES TR122 sharesnew addition2026-06-302026-07-21

VCR VANGUARD WORLD FD50 shares-23.08%2026-06-302026-07-21

QUANTA SVCS INC QUANTA SVCS INC27 sharesnew addition2026-06-302026-07-21

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC25 shares13.64%2026-06-302026-07-21

MDLZ MONDELEZ INTL INC330 shares1.54%2026-06-302026-07-21

FINX GLOBAL X FDS750 shares0.00%2026-06-302026-07-21

PBI PITNEY BOWES INC1.0K shares0.00%2026-06-302026-07-21

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD192 shares0.00%2026-06-302026-07-21

VXF VANGUARD INDEX FDS70 shares-4.11%2026-06-302026-07-21

TMO THERMO FISHER SCIENTIFIC INC34 shares6.25%2026-06-302026-07-21

IVE ISHARES TR75 shares0.00%2026-06-302026-07-21

XPO XPO INC78 shares-34.45%2026-06-302026-07-21

XLE SELECT SECTOR SPDR TR300 shares100.00%2026-06-302026-07-21

MGV VANGUARD WORLD FD97 shares0.00%2026-06-302026-07-21

AVUV AMERICAN CENTY ETF TR127 shares0.00%2026-06-302026-07-21

Sponsored

RTX CORPORATION RTX CORPORATION83 shares13.70%2026-06-302026-07-21

CRM SALESFORCE INC97 shares4.30%2026-06-302026-07-21

SHEL SHELL PLC191 shares17.90%2026-06-302026-07-21

DMXF ISHARES TR175 shares0.00%2026-06-302026-07-21

RKT ROCKET COS INC923 shares0.00%2026-06-302026-07-21

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC34 shares-17.07%2026-06-302026-07-21

L LOEWS CORP122 shares0.00%2026-06-302026-07-21

AEM AGNICO EAGLE MINES LTD88 shares1.15%2026-06-302026-07-21

Sponsored

WBD WARNER BROS DISCOVERY INC510 shares5.59%2026-06-302026-07-21

MU MICRON TECHNOLOGY INC11 sharesnew addition2026-06-302026-07-21

BANCO SANTANDER SA BANCO SANTANDER SA952 shares40.83%2026-06-302026-07-21

IAI ISHARES TR74 shares0.00%2026-06-302026-07-21

CORTEVA INC CORTEVA INC153 shares8.51%2026-06-302026-07-21

CGXU CAPITAL GROUP INTL FOCUS EQT371 shares0.00%2026-06-302026-07-21

MSIF MSC INCOME FUND INC1.1K shares0.00%2026-06-302026-07-21

NETFLIX INC. NETFLIX INC.174 shares33.85%2026-06-302026-07-21

Sponsored

CISCO SYS INC CISCO SYS INC106 shares58.21%2026-06-302026-07-21

IXJ ISHARES TR124 shares0.00%2026-06-302026-07-21

FDN FIRST TR EXCHANGE-TRADED FD46 shares0.00%2026-06-302026-07-21

FDMO FIDELITY COVINGTON TRUST118 shares0.00%2026-06-302026-07-21

Q QNITY ELECTRONICS INC70 shares0.00%2026-06-302026-07-21

BX BLACKSTONE INC94 shares-36.49%2026-06-302026-07-21

FELG FIDELITY COVINGTON TRUST253 shares0.00%2026-06-302026-07-21

TJX TJX COS INC NEW73 shares15.87%2026-06-302026-07-21

Sponsored

MAGS LISTED FDS TR170 sharesnew addition2026-06-302026-07-21

ADOBE INC ADOBE INC53 sharesnew addition2026-06-302026-07-21

BKNG BOOKING HOLDINGS INC58 shares2800.00%2026-06-302026-07-21

EAOA ISHARES TR227 shares0.44%2026-06-302026-07-21

PNQI INVESCO EXCHANGE TRADED FD T220 shares0.00%2026-06-302026-07-21

IVW ISHARES TR72 shares0.00%2026-06-302026-07-21

CGDG CAPITAL GROUP DIVIDEND GROWE257 shares0.00%2026-06-302026-07-21

AXP AMERICAN EXPRESS CO28 shares0.00%2026-06-302026-07-21

Sponsored

QCOM QUALCOMM INC51 shares24.39%2026-06-302026-07-21

AFG AMERICAN FINANCIAL GROUP INC65 shares0.00%2026-06-302026-07-21

CARR CARRIER GLOBAL CORPORATION122 shares5.17%2026-06-302026-07-21

FENI FIDELITY COVINGTON TRUST209 shares0.00%2026-06-302026-07-21

XRT SPDR SERIES TRUST95 shares0.00%2026-06-302026-07-21

SPHQ INVESCO EXCHANGE TRADED FD T92 shares0.00%2026-06-302026-07-21

DFAE DIMENSIONAL ETF TRUST206 shares0.00%2026-06-302026-07-21

SPYV SPDR SERIES TRUST136 shares0.00%2026-06-302026-07-21

Sponsored

EFG ISHARES TR66 shares0.00%2026-06-302026-07-21

GILD GILEAD SCIENCES INC64 shares25.49%2026-06-302026-07-21

EUFN ISHARES TR205 shares0.00%2026-06-302026-07-21

SPNT SIRIUSPOINT LTD332 sharesnew addition2026-06-302026-07-21

ING ING GROEP N.V.253 shares21.05%2026-06-302026-07-21

C CITIGROUP INC53 sharesnew addition2026-06-302026-07-21

INTU INTUIT27 shares3.85%2026-06-302026-07-21

TTE TOTALENERGIES SE89 shares41.27%2026-06-302026-07-21

Sponsored

AWK AMERICAN WTR WKS CO INC NEW51 shares0.00%2026-06-302026-07-21

MRK MERCK & CO INC51 shares45.71%2026-06-302026-07-21

USMV ISHARES TR67 shares0.00%2026-06-302026-07-21

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC47 sharesnew addition2026-06-302026-07-21

ETN EATON CORP PLC14 shares27.27%2026-06-302026-07-21

APH AMPHENOL CORP34 sharesnew addition2026-06-302026-07-21

ANET ARISTA NETWORKS INC34 sharesnew addition2026-06-302026-07-21

IR INGERSOLL RAND INC67 shares4.69%2026-06-302026-07-21

Sponsored

XLF SELECT SECTOR SPDR TR100 sharesnew addition2026-06-302026-07-21

PCAR PACCAR INC44 shares2.33%2026-06-302026-07-21

QQQM INVESCO EXCH TRADED FD TR II18 shares0.00%2026-06-302026-07-21

IHI ISHARES TR102 shares0.00%2026-06-302026-07-21

INTC INTEL CORP35 sharesnew addition2026-06-302026-07-21

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP29 sharesnew addition2026-06-302026-07-21

LMT LOCKHEED MARTIN CORP10 shares11.11%2026-06-302026-07-21

MXI ISHARES TR46 shares0.00%2026-06-302026-07-21

Sponsored

VLUE ISHARES TR24 shares0.00%2026-06-302026-07-21

SCHH SCHWAB STRATEGIC TR202 sharesnew addition2026-06-302026-07-21

XLC SELECT SECTOR SPDR TR44 sharesnew addition2026-06-302026-07-21

SPTM SPDR SERIES TRUST50 shares0.00%2026-06-302026-07-21

SYK STRYKER CORPORATION14 shares7.69%2026-06-302026-07-21

WELL WELLTOWER INC20 sharesnew addition2026-06-302026-07-21

JNJ JOHNSON & JOHNSON17 sharesnew addition2026-06-302026-07-21

VST VISTRA CORP28 sharesnew addition2026-06-302026-07-21

Sponsored

DOW DOW HLDGS INC156 shares10.64%2026-06-302026-07-21

IUSV ISHARES TR37 shares0.00%2026-06-302026-07-21

ASTRAZENECA PLC ASTRAZENECA PLC21 sharesnew addition2026-06-302026-07-21

ODFL OLD DOMINION FREIGHT LINE IN18 sharesnew addition2026-06-302026-07-21

FNDA SCHWAB STRATEGIC TR101 shares0.00%2026-06-302026-07-21

HMC HONDA MOTOR CO LTD133 shares8.13%2026-06-302026-07-21

AOM ISHARES TR71 shares16.39%2026-06-302026-07-21

APPLOVIN CORP APPLOVIN CORP7 sharesnew addition2026-06-302026-07-21

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND28 shares7.69%2026-06-302026-07-21

MRVL MARVELL TECHNOLOGY INC12 sharesnew addition2026-06-302026-07-21

COP CONOCOPHILLIPS32 shares45.45%2026-06-302026-07-21

PAYX PAYCHEX INC34 shares13.33%2026-06-302026-07-21

DHR DANAHER CORP DEL17 shares6.25%2026-06-302026-07-21

IWO ISHARES TR8 shares0.00%2026-06-302026-07-21

BCS BARCLAYS PLC118 sharesnew addition2026-06-302026-07-21

WFC WELLS FARGO & CO37 sharesnew addition2026-06-302026-07-21

Sponsored

BITW BITWISE 10 CRYPTO INDEX ETF79 shares0.00%2026-06-302026-07-21

SNDK SANDISK CORP1 sharesnew addition2026-06-302026-07-21

QEFA SPDR INDEX SHS FDS29 shares7.41%2026-06-302026-07-21

KLAC KLA CORP9 sharesnew addition2026-06-302026-07-21

PM PHILIP MORRIS INTL INC14 shares-86.00%2026-06-302026-07-21

GSK PLC GSK PLC46 sharesnew addition2026-06-302026-07-21

PANW PALO ALTO NETWORKS INC7 sharesnew addition2026-06-302026-07-21

HOOD ROBINHOOD MKTS INC23 sharesnew addition2026-06-302026-07-21

Sponsored

NVS NOVARTIS AG15 sharesnew addition2026-06-302026-07-21

EW EDWARDS LIFESCIENCES CORP26 shares23.81%2026-06-302026-07-21

NWG NATWEST GROUP PLC131 sharesnew addition2026-06-302026-07-21

AEP AMERICAN ELEC PWR CO INC16 sharesnew addition2026-06-302026-07-21

COF CAPITAL ONE FINL CORP11 sharesnew addition2026-06-302026-07-21

LIN LINDE PLC4 sharesnew addition2026-06-302026-07-21

BJ BJS WHSL CLUB HLDGS INC24 shares4.35%2026-06-302026-07-21

PNC PNC FINL SVCS GROUP INC9 sharesnew addition2026-06-302026-07-21

Sponsored

DIS DISNEY WALT CO21 sharesnew addition2026-06-302026-07-21

SAP SAP SE13 sharesnew addition2026-06-302026-07-21

BUD ANHEUSER BUSCH INBEV SA NV24 sharesnew addition2026-06-302026-07-21

ROST ROSS STORES INC9 sharesnew addition2026-06-302026-07-21

PH PARKER-HANNIFIN CORP2 sharesnew addition2026-06-302026-07-21

DEFT DEFI TECHNOLOGIES INC3.8K shares0.00%2026-06-302026-07-21

ITDC ISHARES TR53 shares0.00%2026-06-302026-07-21

RSG REPUBLIC SVCS INC9 sharesnew addition2026-06-302026-07-21

Sponsored

PG PROCTER & GAMBLE CO13 shares-98.39%2026-06-302026-07-21

CVS CVS HEALTH CORP18 sharesnew addition2026-06-302026-07-21

BK BANK OF NY MELLON CORP13 sharesnew addition2026-06-302026-07-21

PEP PEPSICO INC13 shares-91.72%2026-06-302026-07-21

MET METLIFE INC21 sharesnew addition2026-06-302026-07-21

STT STATE STR CORP10 sharesnew addition2026-06-302026-07-21

BLK BLACKROCK INC2 sharesnew addition2026-06-302026-07-21

MNST MONSTER BEVERAGE CORP NEW18 sharesnew addition2026-06-302026-07-21

Sponsored

MFG MIZUHO FINANCIAL GROUP INC169 sharesnew addition2026-06-302026-07-21

BBUS J P MORGAN EXCHANGE TRADED F12 shares20.00%2026-06-302026-07-21

SOLS SOLSTICE ADVANCED MATLS INC18 shares0.00%2026-06-302026-07-21

KMI KINDER MORGAN INC DEL49 sharesnew addition2026-06-302026-07-21

HSBC HSBC HLDGS PLC16 sharesnew addition2026-06-302026-07-21

DELL DELL TECHNOLOGIES INC4 sharesnew addition2026-06-302026-07-21

NGG NATIONAL GRID PLC18 sharesnew addition2026-06-302026-07-21

BHP BHP BILLITON LIMITED18 sharesnew addition2026-06-302026-07-21

Sponsored

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC5 sharesnew addition2026-06-302026-07-21

BTI BRITISH AMERN TOB PLC24 sharesnew addition2026-06-302026-07-21

GLW CORNING INC6 sharesnew addition2026-06-302026-07-21

SCHW SCHWAB CHARLES CORP16 sharesnew addition2026-06-302026-07-21

SMFG SUMITOMO MITSUI FIN GRP INC62 sharesnew addition2026-06-302026-07-21

IQV IQVIA HLDGS INC7 sharesnew addition2026-06-302026-07-21

DAL DELTA AIR LINES INC15 sharesnew addition2026-06-302026-07-21

KD KYNDRYL HLDGS INC125 shares0.00%2026-06-302026-07-21

Sponsored

AIG AMERICAN INTL GROUP INC19 sharesnew addition2026-06-302026-07-21

PUK PRUDENTIAL PLC51 sharesnew addition2026-06-302026-07-21

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC12 sharesnew addition2026-06-302026-07-21

SHW SHERWIN WILLIAMS CO4 sharesnew addition2026-06-302026-07-21

CDX SIMPLIFY EXCHANGE TRADED FUN61 sharesnew addition2026-06-302026-07-21

TM TOYOTA MOTOR CORP8 sharesnew addition2026-06-302026-07-21

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1 sharesnew addition2026-06-302026-07-21

LHX L3HARRIS TECHNOLOGIES INC4 sharesnew addition2026-06-302026-07-21

Sponsored

BMY BRISTOL-MYERS SQUIBB CO22 sharesnew addition2026-06-302026-07-21

CDNS CADENCE DESIGN SYSTEM INC3 sharesnew addition2026-06-302026-07-21

GM GENERAL MTRS CO16 sharesnew addition2026-06-302026-07-21

RIO RIO TINTO PLC12 sharesnew addition2026-06-302026-07-21

AMGN AMGEN INC3 sharesnew addition2026-06-302026-07-21

ARGENX SE ARGENX SE1 sharesnew addition2026-06-302026-07-21

MO ALTRIA GROUP INC16 sharesnew addition2026-06-302026-07-21

ADP AUTOMATIC DATA PROCESSING IN5 sharesnew addition2026-06-302026-07-21

Sponsored

DEO DIAGEO PLC14 sharesnew addition2026-06-302026-07-21

SNY SANOFI SA26 sharesnew addition2026-06-302026-07-21

TER TERADYNE INC2 sharesnew addition2026-06-302026-07-21

MGA MAGNA INTL INC16 sharesnew addition2026-06-302026-07-21

ADI ANALOG DEVICES INC3 sharesnew addition2026-06-302026-07-21

ORLY OREILLY AUTOMOTIVE INC11 sharesnew addition2026-06-302026-07-21

IX ORIX CORP27 sharesnew addition2026-06-302026-07-21

EQIX EQUINIX INC1 sharesnew addition2026-06-302026-07-21

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN8 sharesnew addition2026-06-302026-07-21

CP CANADIAN PACIFIC KANSAS CITY12 sharesnew addition2026-06-302026-07-21

SBUX STARBUCKS CORP10 sharesnew addition2026-06-302026-07-21

DLR DIGITAL RLTY TR INC6 sharesnew addition2026-06-302026-07-21

BSX BOSTON SCIENTIFIC CORP23 sharesnew addition2026-06-302026-07-21

RELX RELX PLC30 sharesnew addition2026-06-302026-07-21

VRTX VERTEX PHARMACEUTICALS INC2 sharesnew addition2026-06-302026-07-21

PSX PHILLIPS 666 sharesnew addition2026-06-302026-07-21

Sponsored

DASH DOORDASH INC5 sharesnew addition2026-06-302026-07-21

UBS UBS GROUP AG19 sharesnew addition2026-06-302026-07-21

BBVA BANCO BILBAO VIZCAYA ARGENTA37 sharesnew addition2026-06-302026-07-21

HWM HOWMET AEROSPACE INC3 shares0.00%2026-06-302026-07-21

PHG KONINKLIJKE PHILIPS N V33 sharesnew addition2026-06-302026-07-21

EBAY EBAY INC.8 sharesnew addition2026-06-302026-07-21

BURLINGTON STORES INC BURLINGTON STORES INC3 sharesnew addition2026-06-302026-07-21

BIL SPDR SERIES TRUST10 shares-98.70%2026-06-302026-07-21

Sponsored

FNF FIDELITY NATL FINL INC19 sharesnew addition2026-06-302026-07-21

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION6 sharesnew addition2026-06-302026-07-21

FTNT FORTINET INC6 sharesnew addition2026-06-302026-07-21

OKE ONEOK INC NEW10 sharesnew addition2026-06-302026-07-21

NOK NOKIA CORP65 sharesnew addition2026-06-302026-07-21

SEIC SEI INVTS CO10 sharesnew addition2026-06-302026-07-21

ILMN ILLUMINA INC5 sharesnew addition2026-06-302026-07-21

AMT AMERICAN TOWER CORP5 sharesnew addition2026-06-302026-07-21

Sponsored

CCL CARNIVAL CORP LTD28 sharesnew addition2026-06-302026-07-21

CBRE CBRE GROUP INC6 sharesnew addition2026-06-302026-07-21

UBER UBER TECHNOLOGIES INC11 sharesnew addition2026-06-302026-07-21

MPWR MONOLITHIC PWR SYS INC1 sharesnew addition2026-06-302026-07-21

ELAN ELANCO ANIMAL HEALTH INC32 sharesnew addition2026-06-302026-07-21

EMR EMERSON ELEC CO5 sharesnew addition2026-06-302026-07-21

HAL HALLIBURTON CO23 sharesnew addition2026-06-302026-07-21

ALAB ASTERA LABS INC2 sharesnew addition2026-06-302026-07-21

Sponsored

WAT WATERS CORP2 sharesnew addition2026-06-302026-07-21

RYAAY RYANAIR HOLDINGS PLC12 sharesnew addition2026-06-302026-07-21

URI UNITED RENTALS INC1 sharesnew addition2026-06-302026-07-21

SONY SONY GROUP CORP37 sharesnew addition2026-06-302026-07-21

VTRS VIATRIS INC47 sharesnew addition2026-06-302026-07-21

DB DEUTSCHE BK AG22 sharesnew addition2026-06-302026-07-21

VZ VERIZON COMMUNICATIONS INC17 sharesnew addition2026-06-302026-07-21

CAH CARDINAL HEALTH INC3 sharesnew addition2026-06-302026-07-21

Sponsored

PHM PULTE GROUP INC5 sharesnew addition2026-06-302026-07-21

NEM NEWMONT CORP8 sharesnew addition2026-06-302026-07-21

BBIN J P MORGAN EXCHANGE TRADED F9 shares0.00%2026-06-302026-07-21

MT ARCELORMITTAL SA LUXEMBOURG12 sharesnew addition2026-06-302026-07-21

EOG EOG RES INC5 sharesnew addition2026-06-302026-07-21

TAK TAKEDA PHARMACEUTICAL CO LTD44 sharesnew addition2026-06-302026-07-21

USFD US FOODS HLDG CORP7 sharesnew addition2026-06-302026-07-21

CL COLGATE PALMOLIVE CO7 sharesnew addition2026-06-302026-07-21

Sponsored

LUMENTUM HLDGS INC LUMENTUM HLDGS INC1 sharesnew addition2026-06-302026-07-21

NRG NRG ENERGY INC5 sharesnew addition2026-06-302026-07-21

MCK MCKESSON CORP1 sharesnew addition2026-06-302026-07-21

RBA RB GLOBAL INC6 sharesnew addition2026-06-302026-07-21

FERG FERGUSON ENTERPRISES INC3 sharesnew addition2026-06-302026-07-21

SOUTHERN CO SOUTHERN CO7 sharesnew addition2026-06-302026-07-21

CVNA CARVANA CO10 sharesnew addition2026-06-302026-07-21

IT GARTNER INC5 shares0.00%2026-06-302026-07-21

Sponsored

BKR BAKER HUGHES COMPANY12 sharesnew addition2026-06-302026-07-21

CI THE CIGNA GROUP2 sharesnew addition2026-06-302026-07-21

NSC NORFOLK SOUTHN CORP2 sharesnew addition2026-06-302026-07-21

ALLY FINL INC ALLY FINL INC14 sharesnew addition2026-06-302026-07-21

UAL UNITED AIRLS HLDGS INC5 sharesnew addition2026-06-302026-07-21

AMERIPRISE FINL INC AMERIPRISE FINL INC1 sharesnew addition2026-06-302026-07-21

UL UNILEVER PLC10 sharesnew addition2026-06-302026-07-21

AJG GALLAGHER ARTHUR J & CO3 sharesnew addition2026-06-302026-07-21

Sponsored

TXT TEXTRON INC7 sharesnew addition2026-06-302026-07-21

TWLO TWILIO INC3 sharesnew addition2026-06-302026-07-21

PCG PG&E CORP36 sharesnew addition2026-06-302026-07-21

MUFG MITSUBISHI UFJ FINANCIAL GRO30 sharesnew addition2026-06-302026-07-21

ISHARES TR

-1.92%

Shares492.7K

Event2026-06-30

Filed2026-07-21

NTSX

WISDOMTREE TR

-1.12%

Shares5.4M

Event2026-06-30

Filed2026-07-21

LRGF

ISHARES TR

-0.13%

Shares3.6M

Event2026-06-30

Filed2026-07-21

WISDOMTREE TR

1.23%

Shares7.0M

Event2026-06-30

Filed2026-07-21

IEMG

ISHARES INC

-2.20%

Shares2.2M

Event2026-06-30

Filed2026-07-21

ISHARES TR

-0.06%

Shares1.9M

Event2026-06-30

Filed2026-07-21

NTSI

WISDOMTREE TR

0.43%

Shares3.1M

Event2026-06-30

Filed2026-07-21

INTF

ISHARES TR

2.32%

Shares3.4M

Event2026-06-30

Filed2026-07-21

SERIES PORTFOLIOS TR

-0.17%

Shares3.0M

Event2026-06-30

Filed2026-07-21

EEM

ISHARES TR

-2.86%

Shares1.1M

Event2026-06-30

Filed2026-07-21

WISDOMTREE TR

4.52%

Shares1.6M

Event2026-06-30

Filed2026-07-21

SPDW

SPDR INDEX SHS FDS

-3.61%

Shares1.1M

Event2026-06-30

Filed2026-07-21

SCZ

ISHARES TR

-1.36%

Shares370.0K

Event2026-06-30

Filed2026-07-21

IWM

ISHARES TR

-4.46%

Shares81.7K

Event2026-06-30

Filed2026-07-21

IWC

ISHARES TR

-3.13%

Shares82.3K

Event2026-06-30

Filed2026-07-21

VEA

VANGUARD TAX-MANAGED FDS

-2.23%

Shares190.2K

Event2026-06-30

Filed2026-07-21

VONE

VANGUARD SCOTTSDALE FDS

-2.43%

Shares30.2K

Event2026-06-30

Filed2026-07-21

PYLD

PIMCO ETF TR

0.39%

Shares299.3K

Event2026-06-30

Filed2026-07-21

BOND

PIMCO ETF TR

-1.23%

Shares71.2K

Event2026-06-30

Filed2026-07-21

ESGU

ISHARES TR

-4.56%

Shares38.2K

Event2026-06-30

Filed2026-07-21

JPIB

J P MORGAN EXCHANGE TRADED F

1.25%

Shares129.2K

Event2026-06-30

Filed2026-07-21

IWB

ISHARES TR

-20.19%

Shares15.2K

Event2026-06-30

Filed2026-07-21

IWV

ISHARES TR

-7.12%

Shares14.4K

Event2026-06-30

Filed2026-07-21

MINT

PIMCO ETF TR

29.98%

Shares59.0K

Event2026-06-30

Filed2026-07-21

EFA

ISHARES TR

-4.27%

Shares52.8K

Event2026-06-30

Filed2026-07-21

ABNB

AIRBNB INC

0.02%

Shares26.5K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

0.23%

Shares11.7K

Event2026-06-30

Filed2026-07-21

BALL

BALL CORP

0.21%

Shares48.9K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

-6.72%

Shares7.7K

Event2026-06-30

Filed2026-07-21

ESGD

ISHARES TR

3.33%

Shares26.1K

Event2026-06-30

Filed2026-07-21

VANGUARD SCOTTSDALE FDS

-2.00%

Shares20.3K

Event2026-06-30

Filed2026-07-21

VFMF

VANGUARD WELLINGTON FD

-6.93%

Shares12.6K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

-32.01%

Shares5.4K

Event2026-06-30

Filed2026-07-21

QQQ

INVESCO QQQ TR

1.14%

Shares2.6K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

-11.28%

Shares1.5K

Event2026-06-30

Filed2026-07-21

ISRG

INTUITIVE SURGICAL INC

-1.24%

Shares4.3K

Event2026-06-30

Filed2026-07-21

ESGE

ISHARES INC

-3.73%

Shares30.7K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

-0.76%

Shares4.7K

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC

-4.41%

Shares4.3K

Event2026-06-30

Filed2026-07-21

ZION

ZIONS BANCORPORATION NATL AS

0.00%

Shares19.1K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

2.48%

Shares4.9K

Event2026-06-30

Filed2026-07-21

TMUS

T-MOBILE US INC

-13.44%

Shares6.8K

Event2026-06-30

Filed2026-07-21

VSS

VANGUARD INTL EQUITY INDEX F

-1.29%

Shares6.9K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

-2.17%

Shares2.6K

Event2026-06-30

Filed2026-07-21

VWO

VANGUARD INTL EQUITY INDEX F

-0.04%

Shares14.5K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

24.78%

Shares1.1K

Event2026-06-30

Filed2026-07-21

DES

WISDOMTREE TR

-45.04%

Shares19.3K

Event2026-06-30

Filed2026-07-21

IWF

ISHARES TR

344.80%

Shares6.2K

Event2026-06-30

Filed2026-07-21

VUG

VANGUARD INDEX FDS

607.67%

Shares8.3K

Event2026-06-30

Filed2026-07-21

USRT

ISHARES TR

-9.73%

Shares10.8K

Event2026-06-30

Filed2026-07-21

VOO

VANGUARD INDEX FDS

8.13%

Shares971

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

1.45%

Shares1.5K

Event2026-06-30

Filed2026-07-21

GLD

SPDR GOLD TR

616.12%

Shares1.7K

Event2026-06-30

Filed2026-07-21

SDG

ISHARES TR

0.45%

Shares7.0K

Event2026-06-30

Filed2026-07-21

UNITY SOFTWARE INC

0.00%

Shares21.7K

Event2026-06-30

Filed2026-07-21

ESGV

VANGUARD WORLD FD

-6.37%

Shares4.7K

Event2026-06-30

Filed2026-07-21

SNOWFLAKE INC

0.09%

Shares2.3K

Event2026-06-30

Filed2026-07-21

ISHARES TR

23.51%

Shares5.8K

Event2026-06-30

Filed2026-07-21

IAU

ISHARES GOLD TR

New

Shares7.6K

Event2026-06-30

Filed2026-07-21

LOW

LOWES COS INC

0.12%

Shares2.6K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

8.37%

Shares4.5K

Event2026-06-30

Filed2026-07-21

DFAT

DIMENSIONAL ETF TRUST

New

Shares7.0K

Event2026-06-30

Filed2026-07-21

PSA

PUBLIC STORAGE

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

QGRW

WISDOMTREE TR

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-21

USB

US BANCORP

0.26%

Shares7.6K

Event2026-06-30

Filed2026-07-21

LDUR

PIMCO ETF TR

-0.87%

Shares4.7K

Event2026-06-30

Filed2026-07-21

JPST

J P MORGAN EXCHANGE TRADED F

New

Shares8.5K

Event2026-06-30

Filed2026-07-21

SOXL

DIREXION SHARES ETF TRUST

166.79%

Shares1.5K

Event2026-06-30

Filed2026-07-21

ITOT

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

2.03%

Shares1.2K

Event2026-06-30

Filed2026-07-21

XLY

SELECT SECTOR SPDR TR

0.18%

Shares3.3K

Event2026-06-30

Filed2026-07-21

TECL

DIREXION SHARES ETF TRUST

-58.38%

Shares1.7K

Event2026-06-30

Filed2026-07-21

AOR

ISHARES TR

-26.02%

Shares4.9K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

-1.85%

Shares1.1K

Event2026-06-30

Filed2026-07-21

XLI

SELECT SECTOR SPDR TR

0.22%

Shares1.8K

Event2026-06-30

Filed2026-07-21

WTAI

WISDOMTREE TR

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-21

CRBN

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

WCBR

WISDOMTREE TR

0.00%

Shares8.6K

Event2026-06-30

Filed2026-07-21

LABU

DIREXION SHARES ETF TRUST

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

SUSC

ISHARES TR

30.95%

Shares12.1K

Event2026-06-30

Filed2026-07-21

VXUS

VANGUARD STAR FDS

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-21

NTSE

WISDOMTREE TR

-13.25%

Shares5.7K

Event2026-06-30

Filed2026-07-21

XCEM

COLUMBIA ETF TR II

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-21

XLK

SELECT SECTOR SPDR TR

150.71%

Shares1.4K

Event2026-06-30

Filed2026-07-21

ABBVIE INC

1.90%

Shares1.1K

Event2026-06-30

Filed2026-07-21

CGDV

CAPITAL GROUP DIVIDEND VALUE

994.31%

Shares5.4K

Event2026-06-30

Filed2026-07-21

TXN

TEXAS INSTRS INC

0.71%

Shares855

Event2026-06-30

Filed2026-07-21

BOEING CO

0.56%

Shares1.1K

Event2026-06-30

Filed2026-07-21

DGRW

WISDOMTREE TR

-3.25%

Shares2.4K

Event2026-06-30

Filed2026-07-21

VISA INC

0.00%

Shares671

Event2026-06-30

Filed2026-07-21

CHI

CALAMOS CONV OPPORTUNITIES &

-17.46%

Shares16.6K

Event2026-06-30

Filed2026-07-21

FBTC

FIDELITY WISE ORIGIN BITCOIN

-0.09%

Shares4.3K

Event2026-06-30

Filed2026-07-21

QUAL

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

HPI

HANCOCK JOHN PFD INCOME FD

-1.36%

Shares13.1K

Event2026-06-30

Filed2026-07-21

3M CO

0.46%

Shares1.3K

Event2026-06-30

Filed2026-07-21

ESML

ISHARES TR

-0.29%

Shares3.7K

Event2026-06-30

Filed2026-07-21

VTV

VANGUARD INDEX FDS

0.00%

Shares922

Event2026-06-30

Filed2026-07-21

VSGX

VANGUARD WORLD FD

-24.14%

Shares2.4K

Event2026-06-30

Filed2026-07-21

BLOK

AMPLIFY ETF TR

0.03%

Shares3.2K

Event2026-06-30

Filed2026-07-21

VYM

VANGUARD WHITEHALL FDS

-0.73%

Shares1.2K

Event2026-06-30

Filed2026-07-21

VBR

VANGUARD INDEX FDS

-8.85%

Shares793

Event2026-06-30

Filed2026-07-21

ILCG

ISHARES TR

-11.19%

Shares1.6K

Event2026-06-30

Filed2026-07-21

WCLD

WISDOMTREE TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

2.53%

Shares365

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

9.34%

Shares316

Event2026-06-30

Filed2026-07-21

IBM

INTERNATIONAL BUSINESS MACHS

0.48%

Shares631

Event2026-06-30

Filed2026-07-21

SCHV

SCHWAB STRATEGIC TR

-4.19%

Shares5.1K

Event2026-06-30

Filed2026-07-21

BAC

BANK OF AMER CORP

3.23%

Shares3.1K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

437.41%

Shares2.2K

Event2026-06-30

Filed2026-07-21

VONG

VANGUARD SCOTTSDALE FDS

1820.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

AOA

ISHARES TR

-0.92%

Shares1.7K

Event2026-06-30

Filed2026-07-21

CSQ

CALAMOS STRATEGIC TOTAL RETU

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-21

ARTY

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC

4.92%

Shares256

Event2026-06-30

Filed2026-07-21

MORGAN STANLEY

1.72%

Shares711

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

0.00%

Shares427

Event2026-06-30

Filed2026-07-21

SCHG

SCHWAB STRATEGIC TR

-3.20%

Shares4.3K

Event2026-06-30

Filed2026-07-21

ARK ETF TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-21

IDV

ISHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

12.69%

Shares373

Event2026-06-30

Filed2026-07-21

IJH

ISHARES TR

-0.67%

Shares1.8K

Event2026-06-30

Filed2026-07-21

WDC

WESTERN DIGITAL CORP

New

Shares215

Event2026-06-30

Filed2026-07-21

EXG

EATON VANCE TAX-MANAGED GLOB

2.22%

Shares13.8K

Event2026-06-30

Filed2026-07-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.09%

Shares277

Event2026-06-30

Filed2026-07-21

VBK

VANGUARD INDEX FDS

-0.28%

Shares357

Event2026-06-30

Filed2026-07-21

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-21

COCA COLA CO

2.83%

Shares1.6K

Event2026-06-30

Filed2026-07-21

SCHK

SCHWAB STRATEGIC TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-21

DHS

WISDOMTREE TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

VGT

VANGUARD WORLD FD

698.46%

Shares1.0K

Event2026-06-30

Filed2026-07-21

VNQ

VANGUARD INDEX FDS

-2.34%

Shares1.3K

Event2026-06-30

Filed2026-07-21

SCHB

SCHWAB STRATEGIC TR

-27.93%

Shares4.1K

Event2026-06-30

Filed2026-07-21

DOC

HEALTHPEAK PROPERTIES INC

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-21

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares521

Event2026-06-30

Filed2026-07-21

XLV

SELECT SECTOR SPDR TR

265.00%

Shares730

Event2026-06-30

Filed2026-07-21

SDY

SPDR SERIES TRUST

0.00%

Shares749

Event2026-06-30

Filed2026-07-21

VONV

VANGUARD SCOTTSDALE FDS

New

Shares1.0K

Event2026-06-30

Filed2026-07-21

IJR

ISHARES TR

-3.40%

Shares738

Event2026-06-30

Filed2026-07-21

MCD

MCDONALDS CORP

0.75%

Shares403

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP

0.00%

Shares788

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION

-5.25%

Shares650

Event2026-06-30

Filed2026-07-21

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

FXL

FIRST TR EXCHANGE-TRADED FD

New

Shares480

Event2026-06-30

Filed2026-07-21

S&P GLOBAL INC

0.80%

Shares252

Event2026-06-30

Filed2026-07-21

GE AEROSPACE

5.43%

Shares272

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

258.39%

Shares491

Event2026-06-30

Filed2026-07-21

SMH

VANECK ETF TRUST

0.00%

Shares149

Event2026-06-30

Filed2026-07-21

ASML

ASML HLDG NV

8.89%

Shares49

Event2026-06-30

Filed2026-07-21

WDEF

WISDOMTREE TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-21

COSTCO WHOLESALE CORPORATION

-9.01%

Shares101

Event2026-06-30

Filed2026-07-21

PDX

PIMCO DYNAMIC INCOME STRATEG

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-21

DEM

WISDOMTREE TR

-1.19%

Shares1.7K

Event2026-06-30

Filed2026-07-21

ABT

ABBOTT LABORATORIES

0.39%

Shares1.0K

Event2026-06-30

Filed2026-07-21

AMUU

DIREXION SHARES ETF TRUST

-49.19%

Shares314

Event2026-06-30

Filed2026-07-21

TDIV

FIRST TR EXCHANGE TRADED FD

New

Shares785

Event2026-06-30

Filed2026-07-21

VYMI

VANGUARD WHITEHALL FDS

New

Shares894

Event2026-06-30

Filed2026-07-21

EPD

ENTERPRISE PRODS PARTNERS L

9.30%

Shares2.4K

Event2026-06-30

Filed2026-07-21

RDVY

FIRST TR EXCHANGE TRADED FD

-16.31%

Shares1.1K

Event2026-06-30

Filed2026-07-21

VUSB

VANGUARD BD INDEX FDS

4.10%

Shares1.7K

Event2026-06-30

Filed2026-07-21

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

4.05%

Shares77

Event2026-06-30

Filed2026-07-21

TDV

PROSHARES TR

0.00%

Shares769

Event2026-06-30

Filed2026-07-21

MGK

VANGUARD WORLD FD

400.00%

Shares885

Event2026-06-30

Filed2026-07-21

CGGR

CAPITAL GROUP GROWTH ETF

New

Shares1.6K

Event2026-06-30

Filed2026-07-21

SEABRIDGE GOLD INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-21

GEV

GE VERNOVA INC

4.84%

Shares65

Event2026-06-30

Filed2026-07-21

IDEV

ISHARES TR

0.00%

Shares852

Event2026-06-30

Filed2026-07-21

LRCX

LAM RESEARCH CORP

6.75%

Shares174

Event2026-06-30

Filed2026-07-21

EMXC

ISHARES INC

0.00%

Shares736

Event2026-06-30

Filed2026-07-21

DEERE & CO

3.51%

Shares118

Event2026-06-30

Filed2026-07-21

IXN

ISHARES TR

0.00%

Shares514

Event2026-06-30

Filed2026-07-21

HONEYWELL INTL INC

New

Shares330

Event2026-06-30

Filed2026-07-21

XYLD

GLOBAL X FDS

44.00%

Shares1.8K

Event2026-06-30

Filed2026-07-21

ACP

ABRDN INCOME CREDIT STRATEGI

-14.56%

Shares14.0K

Event2026-06-30

Filed2026-07-21

HONEYWELL AEROSPACE INC

New

Shares329

Event2026-06-30

Filed2026-07-21

COWZ

PACER FDS TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-21

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-21

MASTERCARD INCORPORATED

12.10%

Shares139

Event2026-06-30

Filed2026-07-21

JPC

NUVEEN PFD & INCOME OPPORTUN

-30.77%

Shares9.0K

Event2026-06-30

Filed2026-07-21

HIG

HARTFORD INSURANCE GROUP INC

0.19%

Shares534

Event2026-06-30

Filed2026-07-21

PSLV

SPROTT ASSET MANAGEMENT LP

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-21

TQQQ

PROSHARES TR

-29.45%

Shares848

Event2026-06-30

Filed2026-07-21

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-21

EFV

ISHARES TR

17.07%

Shares878

Event2026-06-30

Filed2026-07-21

SPEM

SPDR INDEX SHS FDS

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

ALK

ALASKA AIR GROUP INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-21

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares300

Event2026-06-30

Filed2026-07-21

XBI

SPDR SERIES TRUST

0.00%

Shares400

Event2026-06-30

Filed2026-07-21

MTUM

ISHARES TR

0.00%

Shares183

Event2026-06-30

Filed2026-07-21

LYG

LLOYDS BANKING GROUP PLC

5.62%

Shares10.7K

Event2026-06-30

Filed2026-07-21

GNOM

GLOBAL X FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares955

Event2026-06-30

Filed2026-07-21

J P MORGAN EXCHANGE TRADED F

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

NOBL

PROSHARES TR

100.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

CLX

CLOROX CO DEL

-25.94%

Shares628

Event2026-06-30

Filed2026-07-21

GSLC

GOLDMAN SACHS ETF TR

-15.86%

Shares419

Event2026-06-30

Filed2026-07-21

TIDAL TRUST II

New

Shares1.9K

Event2026-06-30

Filed2026-07-21

HEFA

ISHARES TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-21

COLUMBIA ETF TR I

New

Shares1.7K

Event2026-06-30

Filed2026-07-21

DGRO

ISHARES TR

0.00%

Shares678

Event2026-06-30

Filed2026-07-21

NJR

NEW JERSEY RES CORP

0.00%

Shares900

Event2026-06-30

Filed2026-07-21

CSX

CSX CORP

754.47%

Shares1.1K

Event2026-06-30

Filed2026-07-21

APPLIED MATLS INC

8.20%

Shares66

Event2026-06-30

Filed2026-07-21

NEXTERA ENERGY INC

4.51%

Shares533

Event2026-06-30

Filed2026-07-21

SPXL

DIREXION SHARES ETF TRUST

-10.70%

Shares167

Event2026-06-30

Filed2026-07-21

QDPL

PACER FDS TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

UNP

UNION PAC CORP

3.80%

Shares164

Event2026-06-30

Filed2026-07-21

AT&T INC

2.75%

Shares2.1K

Event2026-06-30

Filed2026-07-21

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares750

Event2026-06-30

Filed2026-07-21

EMEQ

NOMURA ETF TR

New

Shares580

Event2026-06-30

Filed2026-07-21

JMEE

J P MORGAN EXCHANGE TRADED F

New

Shares534

Event2026-06-30

Filed2026-07-21

SPDR SERIES TRUST

0.00%

Shares474

Event2026-06-30

Filed2026-07-21

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

LVS

LAS VEGAS SANDS CORP

0.00%

Shares867

Event2026-06-30

Filed2026-07-21

IWD

ISHARES TR

-25.34%

Shares165

Event2026-06-30

Filed2026-07-21

YUM

YUM BRANDS INC

0.41%

Shares247

Event2026-06-30

Filed2026-07-21

IHDG

WISDOMTREE TR

0.00%

Shares750

Event2026-06-30

Filed2026-07-21

DOCN

DIGITALOCEAN HLDGS INC

0.00%

Shares245

Event2026-06-30

Filed2026-07-21

FELC

FIDELITY COVINGTON TRUST

0.00%

Shares897

Event2026-06-30

Filed2026-07-21

WASTE MGMT INC DEL

0.00%

Shares166

Event2026-06-30

Filed2026-07-21

IEUR

ISHARES TR

0.00%

Shares490

Event2026-06-30

Filed2026-07-21

HLT

HILTON WORLDWIDE HLDGS INC

New

Shares108

Event2026-06-30

Filed2026-07-21

IFGL

ISHARES TR

-53.25%

Shares1.6K

Event2026-06-30

Filed2026-07-21

ORACLE CORP

-10.37%

Shares242

Event2026-06-30

Filed2026-07-21

XFLT

XAI FLOATING RATE & ALTER IN

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-21

IXUS

ISHARES TR

0.00%

Shares367

Event2026-06-30

Filed2026-07-21

TRANE TECHNOLOGIES PLC

4.55%

Shares69

Event2026-06-30

Filed2026-07-21

FTC

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares174

Event2026-06-30

Filed2026-07-21

FXH

FIRST TR EXCHANGE-TRADED FD

New

Shares275

Event2026-06-30

Filed2026-07-21

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares62

Event2026-06-30

Filed2026-07-21

FREEPORT MCMORAN INC

1.38%

Shares515

Event2026-06-30

Filed2026-07-21

XLG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares520

Event2026-06-30

Filed2026-07-21

IRM

IRON MTN INC DEL

0.00%

Shares250

Event2026-06-30

Filed2026-07-21

VANGUARD INTL EQUITY INDEX F

0.00%

Shares189

Event2026-06-30

Filed2026-07-21

MLM

MARTIN MARIETTA MATLS INC

New

Shares51

Event2026-06-30

Filed2026-07-21

THEMES ETF TR

0.00%

Shares567

Event2026-06-30

Filed2026-07-21

IGV

ISHARES TR

0.00%

Shares315

Event2026-06-30

Filed2026-07-21

IUSG

ISHARES TR

0.00%

Shares145

Event2026-06-30

Filed2026-07-21

EQT

EQT CORP

0.60%

Shares503

Event2026-06-30

Filed2026-07-21

IYF

ISHARES TR

0.00%

Shares206

Event2026-06-30

Filed2026-07-21

MPC

MARATHON PETE CORP

5.21%

Shares101

Event2026-06-30

Filed2026-07-21

BME

BLACKROCK HEALTH SCIENCES TR

New

Shares600

Event2026-06-30

Filed2026-07-21

NVO

NOVO-NORDISK A S

-3.28%

Shares531

Event2026-06-30

Filed2026-07-21

KEY

KEYCORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

SPYG

SPDR SERIES TRUST

0.00%

Shares210

Event2026-06-30

Filed2026-07-21

WWD

WOODWARD INC

0.00%

Shares55

Event2026-06-30

Filed2026-07-21

IJJ

ISHARES TR

0.00%

Shares155

Event2026-06-30

Filed2026-07-21

FQAL

FIDELITY COVINGTON TRUST

0.00%

Shares274

Event2026-06-30

Filed2026-07-21

FEZ

SPDR INDEX SHS FDS

0.00%

Shares325

Event2026-06-30

Filed2026-07-21

CII

BLACKROCK ENHANCED LARGE CAP

New

Shares850

Event2026-06-30

Filed2026-07-21

IMCG

ISHARES TR

-51.09%

Shares225

Event2026-06-30

Filed2026-07-21

BP PLC

2.64%

Shares583

Event2026-06-30

Filed2026-07-21

VOOG

VANGUARD ADMIRAL FDS INC

500.00%

Shares258

Event2026-06-30

Filed2026-07-21

SCHM

SCHWAB STRATEGIC TR

-12.14%

Shares572

Event2026-06-30

Filed2026-07-21

IXC

ISHARES TR

0.00%

Shares429

Event2026-06-30

Filed2026-07-21

VOTE

TCW ETF TRUST

0.00%

Shares232

Event2026-06-30

Filed2026-07-21

IGM

ISHARES TR

New

Shares122

Event2026-06-30

Filed2026-07-21

VCR

VANGUARD WORLD FD

-23.08%

Shares50

Event2026-06-30

Filed2026-07-21

QUANTA SVCS INC

New

Shares27

Event2026-06-30

Filed2026-07-21

CROWDSTRIKE HLDGS INC

13.64%

Shares25

Event2026-06-30

Filed2026-07-21

MDLZ

MONDELEZ INTL INC

1.54%

Shares330

Event2026-06-30

Filed2026-07-21

FINX

GLOBAL X FDS

0.00%

Shares750

Event2026-06-30

Filed2026-07-21

PBI

PITNEY BOWES INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

CIBR

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares192

Event2026-06-30

Filed2026-07-21

VXF

VANGUARD INDEX FDS

-4.11%

Shares70

Event2026-06-30

Filed2026-07-21

TMO

THERMO FISHER SCIENTIFIC INC

6.25%

Shares34

Event2026-06-30

Filed2026-07-21

IVE

ISHARES TR

0.00%

Shares75

Event2026-06-30

Filed2026-07-21

XPO

XPO INC

-34.45%

Shares78

Event2026-06-30

Filed2026-07-21

XLE

SELECT SECTOR SPDR TR

100.00%

Shares300

Event2026-06-30

Filed2026-07-21

MGV

VANGUARD WORLD FD

0.00%

Shares97

Event2026-06-30

Filed2026-07-21

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares127

Event2026-06-30

Filed2026-07-21

RTX CORPORATION

13.70%

Shares83

Event2026-06-30

Filed2026-07-21

CRM

SALESFORCE INC

4.30%

Shares97

Event2026-06-30

Filed2026-07-21

SHEL

SHELL PLC

17.90%

Shares191

Event2026-06-30

Filed2026-07-21

DMXF

ISHARES TR

0.00%

Shares175

Event2026-06-30

Filed2026-07-21

RKT

ROCKET COS INC

0.00%

Shares923

Event2026-06-30

Filed2026-07-21

UNITEDHEALTH GROUP INC

-17.07%

Shares34

Event2026-06-30

Filed2026-07-21

LOEWS CORP

0.00%

Shares122

Event2026-06-30

Filed2026-07-21

AEM

AGNICO EAGLE MINES LTD

1.15%

Shares88

Event2026-06-30

Filed2026-07-21

WBD

WARNER BROS DISCOVERY INC

5.59%

Shares510

Event2026-06-30

Filed2026-07-21

MICRON TECHNOLOGY INC

New

Shares11

Event2026-06-30

Filed2026-07-21

BANCO SANTANDER SA

40.83%

Shares952

Event2026-06-30

Filed2026-07-21

IAI

ISHARES TR

0.00%

Shares74

Event2026-06-30

Filed2026-07-21

CORTEVA INC

8.51%

Shares153

Event2026-06-30

Filed2026-07-21

CGXU

CAPITAL GROUP INTL FOCUS EQT

0.00%

Shares371

Event2026-06-30

Filed2026-07-21

MSIF

MSC INCOME FUND INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-21

NETFLIX INC.

33.85%

Shares174

Event2026-06-30

Filed2026-07-21

CISCO SYS INC

58.21%

Shares106

Event2026-06-30

Filed2026-07-21

IXJ

ISHARES TR

0.00%

Shares124

Event2026-06-30

Filed2026-07-21

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares46

Event2026-06-30

Filed2026-07-21

FDMO

FIDELITY COVINGTON TRUST

0.00%

Shares118

Event2026-06-30

Filed2026-07-21

QNITY ELECTRONICS INC

0.00%

Shares70

Event2026-06-30

Filed2026-07-21

BLACKSTONE INC

-36.49%

Shares94

Event2026-06-30

Filed2026-07-21

FELG

FIDELITY COVINGTON TRUST

0.00%

Shares253

Event2026-06-30

Filed2026-07-21

TJX

TJX COS INC NEW

15.87%

Shares73

Event2026-06-30

Filed2026-07-21

MAGS

LISTED FDS TR

New

Shares170

Event2026-06-30

Filed2026-07-21

ADOBE INC

New

Shares53

Event2026-06-30

Filed2026-07-21

BKNG

BOOKING HOLDINGS INC

2800.00%

Shares58

Event2026-06-30

Filed2026-07-21

EAOA

ISHARES TR

0.44%

Shares227

Event2026-06-30

Filed2026-07-21

PNQI

INVESCO EXCHANGE TRADED FD T

0.00%

Shares220

Event2026-06-30

Filed2026-07-21

IVW

ISHARES TR

0.00%

Shares72

Event2026-06-30

Filed2026-07-21

CGDG

CAPITAL GROUP DIVIDEND GROWE

0.00%

Shares257

Event2026-06-30

Filed2026-07-21

AXP

AMERICAN EXPRESS CO

0.00%

Shares28

Event2026-06-30

Filed2026-07-21

QCOM

QUALCOMM INC

24.39%

Shares51

Event2026-06-30

Filed2026-07-21

AFG

AMERICAN FINANCIAL GROUP INC

0.00%

Shares65

Event2026-06-30

Filed2026-07-21

CARR

CARRIER GLOBAL CORPORATION

5.17%

Shares122

Event2026-06-30

Filed2026-07-21

FENI

FIDELITY COVINGTON TRUST

0.00%

Shares209

Event2026-06-30

Filed2026-07-21

XRT

SPDR SERIES TRUST

0.00%

Shares95

Event2026-06-30

Filed2026-07-21

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares92

Event2026-06-30

Filed2026-07-21

DFAE

DIMENSIONAL ETF TRUST

0.00%

Shares206

Event2026-06-30

Filed2026-07-21

SPYV

SPDR SERIES TRUST

0.00%

Shares136

Event2026-06-30

Filed2026-07-21

EFG

ISHARES TR

0.00%

Shares66

Event2026-06-30

Filed2026-07-21

GILD

GILEAD SCIENCES INC

25.49%

Shares64

Event2026-06-30

Filed2026-07-21

EUFN

ISHARES TR

0.00%

Shares205

Event2026-06-30

Filed2026-07-21

SPNT

SIRIUSPOINT LTD

New

Shares332

Event2026-06-30

Filed2026-07-21

ING

ING GROEP N.V.

21.05%

Shares253

Event2026-06-30

Filed2026-07-21

CITIGROUP INC

New

Shares53

Event2026-06-30

Filed2026-07-21

INTU

INTUIT

3.85%

Shares27

Event2026-06-30

Filed2026-07-21

TTE

TOTALENERGIES SE

41.27%

Shares89

Event2026-06-30

Filed2026-07-21

AWK

AMERICAN WTR WKS CO INC NEW

0.00%

Shares51

Event2026-06-30

Filed2026-07-21

MRK

MERCK & CO INC

45.71%

Shares51

Event2026-06-30

Filed2026-07-21

USMV

ISHARES TR

0.00%

Shares67

Event2026-06-30

Filed2026-07-21

DUPONT DE NEMOURS INC

New

Shares47

Event2026-06-30

Filed2026-07-21

ETN

EATON CORP PLC

27.27%

Shares14

Event2026-06-30

Filed2026-07-21

APH

AMPHENOL CORP

New

Shares34

Event2026-06-30

Filed2026-07-21

ANET

ARISTA NETWORKS INC

New

Shares34

Event2026-06-30

Filed2026-07-21

INGERSOLL RAND INC

4.69%

Shares67

Event2026-06-30

Filed2026-07-21

XLF

SELECT SECTOR SPDR TR

New

Shares100

Event2026-06-30

Filed2026-07-21

PCAR

PACCAR INC

2.33%

Shares44

Event2026-06-30

Filed2026-07-21

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares18

Event2026-06-30

Filed2026-07-21

IHI

ISHARES TR

0.00%

Shares102

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP

New

Shares35

Event2026-06-30

Filed2026-07-21

SPACE EXPLORATION TECHN CORP

New

Shares29

Event2026-06-30

Filed2026-07-21

LMT

LOCKHEED MARTIN CORP

11.11%

Shares10

Event2026-06-30

Filed2026-07-21

MXI

ISHARES TR

0.00%

Shares46

Event2026-06-30

Filed2026-07-21

VLUE

ISHARES TR

0.00%

Shares24

Event2026-06-30

Filed2026-07-21

SCHH

SCHWAB STRATEGIC TR

New

Shares202

Event2026-06-30

Filed2026-07-21

XLC

SELECT SECTOR SPDR TR

New

Shares44

Event2026-06-30

Filed2026-07-21

SPTM

SPDR SERIES TRUST

0.00%

Shares50

Event2026-06-30

Filed2026-07-21

SYK

STRYKER CORPORATION

7.69%

Shares14

Event2026-06-30

Filed2026-07-21

WELL

WELLTOWER INC

New

Shares20

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

New

Shares17

Event2026-06-30

Filed2026-07-21

VST

VISTRA CORP

New

Shares28

Event2026-06-30

Filed2026-07-21

DOW

DOW HLDGS INC

10.64%

Shares156

Event2026-06-30

Filed2026-07-21

IUSV

ISHARES TR

0.00%

Shares37

Event2026-06-30

Filed2026-07-21

ASTRAZENECA PLC

New

Shares21

Event2026-06-30

Filed2026-07-21

ODFL

OLD DOMINION FREIGHT LINE IN

New

Shares18

Event2026-06-30

Filed2026-07-21

FNDA

SCHWAB STRATEGIC TR

0.00%

Shares101

Event2026-06-30

Filed2026-07-21

HMC

HONDA MOTOR CO LTD

8.13%

Shares133

Event2026-06-30

Filed2026-07-21

AOM

ISHARES TR

16.39%

Shares71

Event2026-06-30

Filed2026-07-21

APPLOVIN CORP

New

Shares7

Event2026-06-30

Filed2026-07-21

ACCENTURE PLC IRELAND

7.69%

Shares28

Event2026-06-30

Filed2026-07-21

MRVL

MARVELL TECHNOLOGY INC

New

Shares12

Event2026-06-30

Filed2026-07-21

COP

CONOCOPHILLIPS

45.45%

Shares32

Event2026-06-30

Filed2026-07-21

PAYX

PAYCHEX INC

13.33%

Shares34

Event2026-06-30

Filed2026-07-21

DHR

DANAHER CORP DEL

6.25%

Shares17

Event2026-06-30

Filed2026-07-21

IWO

ISHARES TR

0.00%

Shares8

Event2026-06-30

Filed2026-07-21

BCS

BARCLAYS PLC

New

Shares118

Event2026-06-30

Filed2026-07-21

WFC

WELLS FARGO & CO

New

Shares37

Event2026-06-30

Filed2026-07-21

BITW

BITWISE 10 CRYPTO INDEX ETF

0.00%

Shares79

Event2026-06-30

Filed2026-07-21

SNDK

SANDISK CORP

New

Shares1

Event2026-06-30

Filed2026-07-21

QEFA

SPDR INDEX SHS FDS

7.41%

Shares29

Event2026-06-30

Filed2026-07-21

KLAC

KLA CORP

New

Shares9

Event2026-06-30

Filed2026-07-21

PHILIP MORRIS INTL INC

-86.00%

Shares14

Event2026-06-30

Filed2026-07-21

GSK PLC

New

Shares46

Event2026-06-30

Filed2026-07-21

PANW

PALO ALTO NETWORKS INC

New

Shares7

Event2026-06-30

Filed2026-07-21

HOOD

ROBINHOOD MKTS INC

New

Shares23

Event2026-06-30

Filed2026-07-21

NVS

NOVARTIS AG

New

Shares15

Event2026-06-30

Filed2026-07-21

EDWARDS LIFESCIENCES CORP

23.81%

Shares26

Event2026-06-30

Filed2026-07-21

NWG

NATWEST GROUP PLC

New

Shares131

Event2026-06-30

Filed2026-07-21

AEP

AMERICAN ELEC PWR CO INC

New

Shares16

Event2026-06-30

Filed2026-07-21

COF

CAPITAL ONE FINL CORP

New

Shares11

Event2026-06-30

Filed2026-07-21

LIN

LINDE PLC

New

Shares4

Event2026-06-30

Filed2026-07-21

BJS WHSL CLUB HLDGS INC

4.35%

Shares24

Event2026-06-30

Filed2026-07-21

PNC

PNC FINL SVCS GROUP INC

New

Shares9

Event2026-06-30

Filed2026-07-21

DIS

DISNEY WALT CO

New

Shares21

Event2026-06-30

Filed2026-07-21

SAP

SAP SE

New

Shares13

Event2026-06-30

Filed2026-07-21

BUD

ANHEUSER BUSCH INBEV SA NV

New

Shares24

Event2026-06-30

Filed2026-07-21

ROST

ROSS STORES INC

New

Shares9

Event2026-06-30

Filed2026-07-21

PARKER-HANNIFIN CORP

New

Shares2

Event2026-06-30

Filed2026-07-21

DEFT

DEFI TECHNOLOGIES INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-21

ITDC

ISHARES TR

0.00%

Shares53

Event2026-06-30

Filed2026-07-21

RSG

REPUBLIC SVCS INC

New

Shares9

Event2026-06-30

Filed2026-07-21

PROCTER & GAMBLE CO

-98.39%

Shares13

Event2026-06-30

Filed2026-07-21

CVS

CVS HEALTH CORP

New

Shares18

Event2026-06-30

Filed2026-07-21

BANK OF NY MELLON CORP

New

Shares13

Event2026-06-30

Filed2026-07-21

PEP

PEPSICO INC

-91.72%

Shares13

Event2026-06-30

Filed2026-07-21

MET

METLIFE INC

New

Shares21

Event2026-06-30

Filed2026-07-21

STT

STATE STR CORP

New

Shares10

Event2026-06-30

Filed2026-07-21

BLK

BLACKROCK INC

New

Shares2

Event2026-06-30

Filed2026-07-21

MNST

MONSTER BEVERAGE CORP NEW

New

Shares18

Event2026-06-30

Filed2026-07-21

MFG

MIZUHO FINANCIAL GROUP INC

New

Shares169

Event2026-06-30

Filed2026-07-21

BBUS

J P MORGAN EXCHANGE TRADED F

20.00%

Shares12

Event2026-06-30

Filed2026-07-21

SOLS

SOLSTICE ADVANCED MATLS INC

0.00%

Shares18

Event2026-06-30

Filed2026-07-21

KMI

KINDER MORGAN INC DEL

New

Shares49

Event2026-06-30

Filed2026-07-21

HSBC

HSBC HLDGS PLC

New

Shares16

Event2026-06-30

Filed2026-07-21

DELL

DELL TECHNOLOGIES INC

New

Shares4

Event2026-06-30

Filed2026-07-21

NGG

NATIONAL GRID PLC

New

Shares18

Event2026-06-30

Filed2026-07-21

BHP

BHP BILLITON LIMITED

New

Shares18

Event2026-06-30

Filed2026-07-21

TRAVELERS COMPANIES INC

New

Shares5

Event2026-06-30

Filed2026-07-21

BTI

BRITISH AMERN TOB PLC

New

Shares24

Event2026-06-30

Filed2026-07-21

GLW

CORNING INC

New

Shares6

Event2026-06-30

Filed2026-07-21

SCHW

SCHWAB CHARLES CORP

New

Shares16

Event2026-06-30

Filed2026-07-21

SMFG

SUMITOMO MITSUI FIN GRP INC

New

Shares62

Event2026-06-30

Filed2026-07-21

IQV

IQVIA HLDGS INC

New

Shares7

Event2026-06-30

Filed2026-07-21

DAL

DELTA AIR LINES INC

New

Shares15

Event2026-06-30

Filed2026-07-21

KYNDRYL HLDGS INC

0.00%

Shares125

Event2026-06-30

Filed2026-07-21

AIG

AMERICAN INTL GROUP INC

New

Shares19

Event2026-06-30

Filed2026-07-21

PUK

PRUDENTIAL PLC

New

Shares51

Event2026-06-30

Filed2026-07-21

PALANTIR TECHNOLOGIES INC

New

Shares12

Event2026-06-30

Filed2026-07-21

SHW

SHERWIN WILLIAMS CO

New

Shares4

Event2026-06-30

Filed2026-07-21

CDX

SIMPLIFY EXCHANGE TRADED FUN

New

Shares61

Event2026-06-30

Filed2026-07-21

TOYOTA MOTOR CORP

New

Shares8

Event2026-06-30

Filed2026-07-21

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares1

Event2026-06-30

Filed2026-07-21

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares4

Event2026-06-30

Filed2026-07-21

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares22

Event2026-06-30

Filed2026-07-21

CDNS

CADENCE DESIGN SYSTEM INC

New

Shares3

Event2026-06-30

Filed2026-07-21

GENERAL MTRS CO

New

Shares16

Event2026-06-30

Filed2026-07-21

RIO

RIO TINTO PLC

New

Shares12

Event2026-06-30

Filed2026-07-21

AMGN

AMGEN INC

New

Shares3

Event2026-06-30

Filed2026-07-21

ARGENX SE

New

Shares1

Event2026-06-30

Filed2026-07-21

ALTRIA GROUP INC

New

Shares16

Event2026-06-30

Filed2026-07-21

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares5

Event2026-06-30

Filed2026-07-21

DEO

DIAGEO PLC

New

Shares14

Event2026-06-30

Filed2026-07-21

SNY

SANOFI SA

New

Shares26

Event2026-06-30

Filed2026-07-21

TER

TERADYNE INC

New

Shares2

Event2026-06-30

Filed2026-07-21

MGA

MAGNA INTL INC

New

Shares16

Event2026-06-30

Filed2026-07-21

ADI

ANALOG DEVICES INC

New

Shares3

Event2026-06-30

Filed2026-07-21

ORLY

OREILLY AUTOMOTIVE INC

New

Shares11

Event2026-06-30

Filed2026-07-21

ORIX CORP

New

Shares27

Event2026-06-30

Filed2026-07-21

EQIX

EQUINIX INC

New

Shares1

Event2026-06-30

Filed2026-07-21

ICE

INTERCONTINENTAL EXCHANGE IN

New

Shares8

Event2026-06-30

Filed2026-07-21

CANADIAN PACIFIC KANSAS CITY

New

Shares12

Event2026-06-30

Filed2026-07-21

SBUX

STARBUCKS CORP

New

Shares10

Event2026-06-30

Filed2026-07-21

DLR

DIGITAL RLTY TR INC

New

Shares6

Event2026-06-30

Filed2026-07-21

BSX

BOSTON SCIENTIFIC CORP

New

Shares23

Event2026-06-30

Filed2026-07-21

RELX

RELX PLC

New

Shares30

Event2026-06-30

Filed2026-07-21

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares2

Event2026-06-30

Filed2026-07-21

PSX

PHILLIPS 66

New

Shares6

Event2026-06-30

Filed2026-07-21

DASH

DOORDASH INC

New

Shares5

Event2026-06-30

Filed2026-07-21

UBS

UBS GROUP AG

New

Shares19

Event2026-06-30

Filed2026-07-21

BBVA

BANCO BILBAO VIZCAYA ARGENTA

New

Shares37

Event2026-06-30

Filed2026-07-21

HWM

HOWMET AEROSPACE INC

0.00%

Shares3

Event2026-06-30

Filed2026-07-21

PHG

KONINKLIJKE PHILIPS N V

New

Shares33

Event2026-06-30

Filed2026-07-21

EBAY

EBAY INC.

New

Shares8

Event2026-06-30

Filed2026-07-21

BURLINGTON STORES INC

New

Shares3

Event2026-06-30

Filed2026-07-21

BIL

SPDR SERIES TRUST

-98.70%

Shares10

Event2026-06-30

Filed2026-07-21

FNF

FIDELITY NATL FINL INC

New

Shares19

Event2026-06-30

Filed2026-07-21

JOHNSON CONTROLS INTERNATION

New

Shares6

Event2026-06-30

Filed2026-07-21

FTNT

FORTINET INC

New

Shares6

Event2026-06-30

Filed2026-07-21

OKE

ONEOK INC NEW

New

Shares10

Event2026-06-30

Filed2026-07-21

NOK

NOKIA CORP

New

Shares65

Event2026-06-30

Filed2026-07-21

SEIC

SEI INVTS CO

New

Shares10

Event2026-06-30

Filed2026-07-21

ILMN

ILLUMINA INC

New

Shares5

Event2026-06-30

Filed2026-07-21

AMT

AMERICAN TOWER CORP

New

Shares5

Event2026-06-30

Filed2026-07-21

CCL

CARNIVAL CORP LTD

New

Shares28

Event2026-06-30

Filed2026-07-21

CBRE

CBRE GROUP INC

New

Shares6

Event2026-06-30

Filed2026-07-21

UBER

UBER TECHNOLOGIES INC

New

Shares11

Event2026-06-30

Filed2026-07-21

MPWR

MONOLITHIC PWR SYS INC

New

Shares1

Event2026-06-30

Filed2026-07-21

ELAN

ELANCO ANIMAL HEALTH INC

New

Shares32

Event2026-06-30

Filed2026-07-21

EMR

EMERSON ELEC CO

New

Shares5

Event2026-06-30

Filed2026-07-21

HAL

HALLIBURTON CO

New

Shares23

Event2026-06-30

Filed2026-07-21

ALAB

ASTERA LABS INC

New

Shares2

Event2026-06-30

Filed2026-07-21

WAT

WATERS CORP

New

Shares2

Event2026-06-30

Filed2026-07-21

RYAAY

RYANAIR HOLDINGS PLC

New

Shares12

Event2026-06-30

Filed2026-07-21

URI

UNITED RENTALS INC

New

Shares1

Event2026-06-30

Filed2026-07-21

SONY

SONY GROUP CORP

New

Shares37

Event2026-06-30

Filed2026-07-21

VTRS

VIATRIS INC

New

Shares47

Event2026-06-30

Filed2026-07-21

DEUTSCHE BK AG

New

Shares22

Event2026-06-30

Filed2026-07-21

VERIZON COMMUNICATIONS INC

New

Shares17

Event2026-06-30

Filed2026-07-21

CAH

CARDINAL HEALTH INC

New

Shares3

Event2026-06-30

Filed2026-07-21

PHM

PULTE GROUP INC

New

Shares5

Event2026-06-30

Filed2026-07-21

NEM

NEWMONT CORP

New

Shares8

Event2026-06-30

Filed2026-07-21

BBIN

J P MORGAN EXCHANGE TRADED F

0.00%

Shares9

Event2026-06-30

Filed2026-07-21

ARCELORMITTAL SA LUXEMBOURG

New

Shares12

Event2026-06-30

Filed2026-07-21

EOG

EOG RES INC

New

Shares5

Event2026-06-30

Filed2026-07-21

TAK

TAKEDA PHARMACEUTICAL CO LTD

New

Shares44

Event2026-06-30

Filed2026-07-21

USFD

US FOODS HLDG CORP

New

Shares7

Event2026-06-30

Filed2026-07-21

COLGATE PALMOLIVE CO

New

Shares7

Event2026-06-30

Filed2026-07-21

LUMENTUM HLDGS INC

New

Shares1

Event2026-06-30

Filed2026-07-21

NRG

NRG ENERGY INC

New

Shares5

Event2026-06-30

Filed2026-07-21

MCK

MCKESSON CORP

New

Shares1

Event2026-06-30

Filed2026-07-21

RBA

RB GLOBAL INC

New

Shares6

Event2026-06-30

Filed2026-07-21

FERG

FERGUSON ENTERPRISES INC

New

Shares3

Event2026-06-30

Filed2026-07-21

SOUTHERN CO

New

Shares7

Event2026-06-30

Filed2026-07-21

CVNA

CARVANA CO

New

Shares10

Event2026-06-30

Filed2026-07-21

GARTNER INC

0.00%

Shares5

Event2026-06-30

Filed2026-07-21

BKR

BAKER HUGHES COMPANY

New

Shares12

Event2026-06-30

Filed2026-07-21

THE CIGNA GROUP

New

Shares2

Event2026-06-30

Filed2026-07-21

NSC

NORFOLK SOUTHN CORP

New

Shares2

Event2026-06-30

Filed2026-07-21

ALLY FINL INC

New

Shares14

Event2026-06-30

Filed2026-07-21

UAL

UNITED AIRLS HLDGS INC

New

Shares5

Event2026-06-30

Filed2026-07-21

AMERIPRISE FINL INC

New

Shares1

Event2026-06-30

Filed2026-07-21

UNILEVER PLC

New

Shares10

Event2026-06-30

Filed2026-07-21

AJG

GALLAGHER ARTHUR J & CO

New

Shares3

Event2026-06-30

Filed2026-07-21

TXT

TEXTRON INC

New

Shares7

Event2026-06-30

Filed2026-07-21

TWLO

TWILIO INC

New

Shares3

Event2026-06-30

Filed2026-07-21

PCG

PG&E CORP

New

Shares36

Event2026-06-30

Filed2026-07-21

MUFG

MITSUBISHI UFJ FINANCIAL GRO

New

Shares30

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

ABNB Put PutAIRBNB INC26.5K shares0.00%2026-06-302026-07-21

AAPL Put PutAPPLE INC7.6K shares1.33%2026-06-302026-07-21

LLY Put PutELI LILLY & CO1.5K shares-11.76%2026-06-302026-07-21

HD Put PutHOME DEPOT INC4.1K shares-4.65%2026-06-302026-07-21

TMUS Put PutT-MOBILE US INC6.7K shares-14.10%2026-06-302026-07-21

MSFT Put PutMICROSOFT CORP3.0K shares328.57%2026-06-302026-07-21

ISRG Put PutINTUITIVE SURGICAL INC2.8K shares-40.43%2026-06-302026-07-21

TSLA Put PutTESLA INC1.0K shares-9.09%2026-06-302026-07-21

ABNB Put

AIRBNB INC

0.00%

Shares26.5K

Event2026-06-30

Filed2026-07-21

AAPL Put

APPLE INC

1.33%

Shares7.6K

Event2026-06-30

Filed2026-07-21

LLY Put

ELI LILLY & CO

-11.76%

Shares1.5K

Event2026-06-30

Filed2026-07-21

HD Put

HOME DEPOT INC

-4.65%

Shares4.1K

Event2026-06-30

Filed2026-07-21

TMUS Put

T-MOBILE US INC

-14.10%

Shares6.7K

Event2026-06-30

Filed2026-07-21

MSFT Put

MICROSOFT CORP

328.57%

Shares3.0K

Event2026-06-30

Filed2026-07-21

ISRG Put

INTUITIVE SURGICAL INC

-40.43%

Shares2.8K

Event2026-06-30

Filed2026-07-21

TSLA Put

TESLA INC

-9.09%

Shares1.0K

Event2026-06-30

Filed2026-07-21