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The Analysis of HB Wealth Management, LLC's Holdings & P&L

Currently, HB Wealth Management, LLC holds 1701 types of securities in its portfolio with a total value $17.8B. In the most recent quarter, they have increased their positions in JCPB (+1.2M shares, valued at $56.5M), VUG (+476.9K shares, valued at $41.1M), IWF (+327.3K shares, valued at $40.6M); decreased their positions in SPYG (-321.7K shares, valued at $38.3M), SLDE (-749.0K shares, valued at $14.5M), TROW (-109.3K shares, valued at $12.4M); initiated new positions in N/A (+26.0K shares, valued at $4.9M), EIPI (+208.2K shares, valued at $4.5M), ICSH (+86.4K shares, valued at $4.4M).

1M P&L

-204.4M-1.52%

3M P&L

+262.9M+2.03%

HY P&L

+790.4M+6.37%

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/A8.7B

65.4%

2Consumer Electronics463.1M

3.5%

3Semiconductors434.4M

3.3%

Top Industries by Stock Count

1N/A444 stocks

28.8%

2Banks - Regional67 stocks

4.3%

3Software - Application37 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS8.8M shares0.37%2026-06-302026-07-29

VIG VANGUARD SPECIALIZED FUNDS5.9M shares1.63%2026-06-302026-07-29

AVUS AMERICAN CENTY ETF TR6.0M shares4.90%2026-06-302026-07-29

JCPB J P MORGAN EXCHANGE TRADED F15.6M shares8.37%2026-06-302026-07-29

VXUS VANGUARD STAR FDS8.4M shares3.73%2026-06-302026-07-29

JPST J P MORGAN EXCHANGE TRADED F10.1M shares5.39%2026-06-302026-07-29

AAPL APPLE INC1.6M shares0.51%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T471.3K shares3.22%2026-06-302026-07-29

Sponsored

IVW ISHARES TR2.2M shares-1.61%2026-06-302026-07-29

SPYG SPDR SERIES TRUST2.4M shares-11.63%2026-06-302026-07-29

QLTY GMO ETF TRUST6.7M shares13.48%2026-06-302026-07-29

HD HOME DEPOT INC680.3K shares0.09%2026-06-302026-07-29

NVDA NVIDIA CORPORATION1.1M shares3.21%2026-06-302026-07-29

MSFT MICROSOFT CORP552.8K shares2.26%2026-06-302026-07-29

SCHB SCHWAB STRATEGIC TR6.6M shares-0.37%2026-06-302026-07-29

GSLC GOLDMAN SACHS ETF TR1.3M shares4.56%2026-06-302026-07-29

Sponsored

JMST J P MORGAN EXCHANGE TRADED F3.3M shares28.07%2026-06-302026-07-29

ISHARES TR ISHARES TR220.5K shares-1.76%2026-06-302026-07-29

ITOT ISHARES TR998.5K shares-0.38%2026-06-302026-07-29

GOOGL ALPHABET INC449.3K shares-1.31%2026-06-302026-07-29

AMZN AMAZON COM INC650.6K shares1.84%2026-06-302026-07-29

AVDE AMERICAN CENTY ETF TR1.7M shares1.70%2026-06-302026-07-29

VOO VANGUARD INDEX FDS213.3K shares8.27%2026-06-302026-07-29

GOOG ALPHABET INC358.1K shares3.47%2026-06-302026-07-29

Sponsored

GSIE GOLDMAN SACHS ETF TR2.6M shares1.58%2026-06-302026-07-29

AVEM AMERICAN CENTY ETF TR1.1M shares4.50%2026-06-302026-07-29

BROADCOM INC BROADCOM INC270.9K shares1.81%2026-06-302026-07-29

TROW PRICE T ROWE GROUP INC870.7K shares-11.15%2026-06-302026-07-29

VEU VANGUARD INTL EQUITY INDEX F1.1M shares11.42%2026-06-302026-07-29

DUHP DIMENSIONAL ETF TRUST2.2M shares12.08%2026-06-302026-07-29

SCHX SCHWAB STRATEGIC TR3.1M shares2.57%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL180.6K shares1.36%2026-06-302026-07-29

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO259.2K shares0.52%2026-06-302026-07-29

DFAC DIMENSIONAL ETF TRUST1.8M shares-0.56%2026-06-302026-07-29

LLY ELI LILLY & CO64.5K shares2.26%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON300.7K shares-0.83%2026-06-302026-07-29

QQQ INVESCO QQQ TR97.4K shares0.19%2026-06-302026-07-29

VISA INC VISA INC197.1K shares1.44%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC118.6K shares17.79%2026-06-302026-07-29

DFAU DIMENSIONAL ETF TRUST1.3M shares-2.24%2026-06-302026-07-29

Sponsored

IWD ISHARES TR244.4K shares3.43%2026-06-302026-07-29

SCHG SCHWAB STRATEGIC TR1.7M shares-0.80%2026-06-302026-07-29

SCHD SCHWAB STRATEGIC TR1.8M shares8.36%2026-06-302026-07-29

KO COCA COLA CO691.4K shares9.91%2026-06-302026-07-29

IWF ISHARES TR433.4K shares308.61%2026-06-302026-07-29

TSLA TESLA INC123.1K shares5.02%2026-06-302026-07-29

ALB ALBEMARLE CORP382.6K shares-5.19%2026-06-302026-07-29

RSP INVESCO EXCHANGE TRADED FD T230.6K shares0.96%2026-06-302026-07-29

Sponsored

CISCO SYS INC CISCO SYS INC414.3K shares-1.91%2026-06-302026-07-29

MU MICRON TECHNOLOGY INC42.0K shares4.78%2026-06-302026-07-29

WMT WALMART INC427.6K shares-2.32%2026-06-302026-07-29

CAT CATERPILLAR INC45.4K shares-3.08%2026-06-302026-07-29

VUG VANGUARD INDEX FDS557.7K shares590.16%2026-06-302026-07-29

GEM GOLDMAN SACHS ETF TR910.9K shares-3.10%2026-06-302026-07-29

LRCX LAM RESEARCH CORP106.8K shares-6.45%2026-06-302026-07-29

AVUV AMERICAN CENTY ETF TR363.0K shares0.45%2026-06-302026-07-29

Sponsored

IJR ISHARES TR296.3K shares21.23%2026-06-302026-07-29

SCHF SCHWAB STRATEGIC TR1.4M shares1.55%2026-06-302026-07-29

PG PROCTER & GAMBLE CO268.4K shares-0.28%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC67.7K shares-5.59%2026-06-302026-07-29

VO VANGUARD INDEX FDS456.3K shares301.50%2026-06-302026-07-29

HTRB HARTFORD FDS EXCHANGE TRADED1.1M shares-10.92%2026-06-302026-07-29

ABBVIE INC ABBVIE INC142.9K shares1.28%2026-06-302026-07-29

IWV ISHARES TR80.7K shares0.49%2026-06-302026-07-29

Sponsored

MGK VANGUARD WORLD FD379.1K shares401.09%2026-06-302026-07-29

SHOP SHOPIFY INC282.0K shares2377.68%2026-06-302026-07-29

VB VANGUARD INDEX FDS105.9K shares16.23%2026-06-302026-07-29

INTC INTEL CORP229.8K shares-2.22%2026-06-302026-07-29

CVX CHEVRON CORPORATION192.7K shares2.86%2026-06-302026-07-29

EFA ISHARES TR305.3K shares4.01%2026-06-302026-07-29

JSCP J P MORGAN EXCHANGE TRADED F666.6K shares-11.37%2026-06-302026-07-29

DVY ISHARES TR199.5K shares47.66%2026-06-302026-07-29

Sponsored

MRK MERCK & CO INC242.2K shares0.30%2026-06-302026-07-29

RTX CORPORATION RTX CORPORATION163.0K shares-0.54%2026-06-302026-07-29

VTV VANGUARD INDEX FDS141.0K shares100.26%2026-06-302026-07-29

BAC BANK OF AMER CORP536.8K shares25.52%2026-06-302026-07-29

GLD SPDR GOLD TR79.2K shares15.31%2026-06-302026-07-29

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION31.1K shares1.42%2026-06-302026-07-29

ORACLE CORP ORACLE CORP197.8K shares6.63%2026-06-302026-07-29

DFAX DIMENSIONAL ETF TRUST770.8K shares1470.73%2026-06-302026-07-29

Sponsored

IBM INTERNATIONAL BUSINESS MACHS100.6K shares7.01%2026-06-302026-07-29

APPLIED MATLS INC APPLIED MATLS INC39.1K shares6.05%2026-06-302026-07-29

MASTERCARD INCORPORATED MASTERCARD INCORPORATED53.4K shares1.83%2026-06-302026-07-29

MINT PIMCO ETF TR269.0K shares-12.03%2026-06-302026-07-29

DGRW WISDOMTREE TR280.7K shares6.42%2026-06-302026-07-29

VGT VANGUARD WORLD FD223.8K shares668.79%2026-06-302026-07-29

KLAC KLA CORP88.3K shares927.07%2026-06-302026-07-29

TXN TEXAS INSTRS INC85.7K shares2.47%2026-06-302026-07-29

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC58.5K shares18.88%2026-06-302026-07-29

TSM TAIWAN SEMICONDUCTOR MANUFAC50.6K shares11.03%2026-06-302026-07-29

NEU NEWMARKET CORP30.3K shares1.08%2026-06-302026-07-29

T AT&T INC1.1M shares1.05%2026-06-302026-07-29

MS MORGAN STANLEY112.1K shares-0.47%2026-06-302026-07-29

AXP AMERICAN EXPRESS CO68.8K shares2.83%2026-06-302026-07-29

HDV ISHARES TR819.1K shares387.23%2026-06-302026-07-29

MCD MCDONALDS CORP82.7K shares-4.94%2026-06-302026-07-29

Sponsored

VEA VANGUARD TAX-MANAGED FDS309.6K shares4.92%2026-06-302026-07-29

VONG VANGUARD SCOTTSDALE FDS169.6K shares-0.72%2026-06-302026-07-29

ISHARES TR ISHARES TR221.9K shares2.41%2026-06-302026-07-29

DGRO ISHARES TR274.6K shares-2.16%2026-06-302026-07-29

AMGN AMGEN INC56.4K shares0.47%2026-06-302026-07-29

BRK.A BERKSHIRE HATHAWAY INC DEL27 shares0.00%2026-06-302026-07-29

SOUTHERN CO SOUTHERN CO210.1K shares9.82%2026-06-302026-07-29

PEP PEPSICO INC148.2K shares-0.95%2026-06-302026-07-29

Sponsored

GS GOLDMAN SACHS GROUP INC19.8K shares3.66%2026-06-302026-07-29

NEXTERA ENERGY INC NEXTERA ENERGY INC224.8K shares1.82%2026-06-302026-07-29

VBR VANGUARD INDEX FDS79.2K shares24.61%2026-06-302026-07-29

PM PHILIP MORRIS INTL INC104.5K shares1.51%2026-06-302026-07-29

GEV GE VERNOVA INC15.8K shares-0.84%2026-06-302026-07-29

IJH ISHARES TR238.0K shares23.05%2026-06-302026-07-29

IWB ISHARES TR43.3K shares2.51%2026-06-302026-07-29

IGM ISHARES TR105.4K shares-9.06%2026-06-302026-07-29

Sponsored

IXUS ISHARES TR178.6K shares-1.20%2026-06-302026-07-29

DAL DELTA AIR LINES INC179.9K shares1.57%2026-06-302026-07-29

MKC MCCORMICK & CO INC333.1K shares91.40%2026-06-302026-07-29

GLW CORNING INC65.6K shares-9.30%2026-06-302026-07-29

GD GENERAL DYNAMICS CORP46.6K shares6.60%2026-06-302026-07-29

ABT ABBOTT LABORATORIES182.1K shares1.37%2026-06-302026-07-29

IWM ISHARES TR54.9K shares13.81%2026-06-302026-07-29

PANW PALO ALTO NETWORKS INC48.1K shares-2.58%2026-06-302026-07-29

Sponsored

UNP UNION PAC CORP60.2K shares-1.64%2026-06-302026-07-29

MGC VANGUARD WORLD FD59.4K shares0.00%2026-06-302026-07-29

NETFLIX INC. NETFLIX INC.227.1K shares-4.34%2026-06-302026-07-29

QUANTA SVCS INC QUANTA SVCS INC22.5K shares0.35%2026-06-302026-07-29

MGV VANGUARD WORLD FD98.3K shares0.64%2026-06-302026-07-29

GE GE AEROSPACE42.7K shares2.62%2026-06-302026-07-29

IAU ISHARES GOLD TR208.5K shares1.03%2026-06-302026-07-29

CHUBB LIMITED CHUBB LIMITED45.9K shares-3.29%2026-06-302026-07-29

Sponsored

DFUS DIMENSIONAL ETF TRUST189.4K shares0.01%2026-06-302026-07-29

USB US BANCORP252.4K shares-4.18%2026-06-302026-07-29

DFCF DIMENSIONAL ETF TRUST360.3K shares41.56%2026-06-302026-07-29

ACWV ISHARES INC122.5K shares-0.22%2026-06-302026-07-29

ILOW AB ACTIVE ETFS INC322.5K shares0.00%2026-06-302026-07-29

VYM VANGUARD WHITEHALL FDS92.4K shares5.09%2026-06-302026-07-29

C CITIGROUP INC104.0K shares4.84%2026-06-302026-07-29

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND116.8K shares-0.58%2026-06-302026-07-29

Sponsored

VT VANGUARD INTL EQUITY INDEX F88.4K shares-12.90%2026-06-302026-07-29

SCHM SCHWAB STRATEGIC TR372.5K shares19.41%2026-06-302026-07-29

PNC PNC FINL SVCS GROUP INC55.5K shares2.15%2026-06-302026-07-29

SDY SPDR SERIES TRUST89.7K shares0.68%2026-06-302026-07-29

APH AMPHENOL CORP77.1K shares2.10%2026-06-302026-07-29

ACWI ISHARES TR85.5K shares-0.30%2026-06-302026-07-29

IEMG ISHARES INC159.2K shares174.66%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR67.3K shares1.89%2026-06-302026-07-29

Sponsored

WFC WELLS FARGO & CO154.8K shares7.25%2026-06-302026-07-29

LIN LINDE PLC24.2K shares19.43%2026-06-302026-07-29

ETN EATON CORP PLC29.4K shares-1.61%2026-06-302026-07-29

CRH CRH PLC115.9K shares-1.21%2026-06-302026-07-29

AXSM AXSOME THERAPEUTICS INC.50.4K shares0.40%2026-06-302026-07-29

VV VANGUARD INDEX FDS35.7K shares-18.88%2026-06-302026-07-29

ATLC ATLANTICUS HOLDINGS CORP118.9K shares0.13%2026-06-302026-07-29

ISHARES TR ISHARES TR121.6K shares-0.06%2026-06-302026-07-29

Sponsored

LOW LOWES COS INC52.9K shares-8.20%2026-06-302026-07-29

TMO THERMO FISHER SCIENTIFIC INC23.1K shares-11.38%2026-06-302026-07-29

TJX TJX COS INC NEW75.1K shares3.99%2026-06-302026-07-29

DUK DUKE ENERGY CORP NEW88.0K shares6.28%2026-06-302026-07-29

VBK VANGUARD INDEX FDS29.9K shares3.59%2026-06-302026-07-29

UBER UBER TECHNOLOGIES INC151.1K shares-11.69%2026-06-302026-07-29

IWN ISHARES TR49.0K shares3.80%2026-06-302026-07-29

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC91.5K shares-5.27%2026-06-302026-07-29

Sponsored

BND VANGUARD BD INDEX FDS144.0K shares218.79%2026-06-302026-07-29

SCHA SCHWAB STRATEGIC TR292.2K shares-0.34%2026-06-302026-07-29

ASML ASML HLDG NV5.3K shares1.06%2026-06-302026-07-29

ADP AUTOMATIC DATA PROCESSING IN46.6K shares-0.06%2026-06-302026-07-29

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC13.6K shares3.78%2026-06-302026-07-29

LRGF ISHARES TR136.0K shares-2.44%2026-06-302026-07-29

WASTE MGMT INC DEL WASTE MGMT INC DEL45.8K shares0.76%2026-06-302026-07-29

PH PARKER-HANNIFIN CORP10.4K shares8.83%2026-06-302026-07-29

Sponsored

DIS DISNEY WALT CO105.7K shares11.71%2026-06-302026-07-29

WDC WESTERN DIGITAL CORP15.9K shares5.82%2026-06-302026-07-29

ALL ALLSTATE CORP42.0K shares13.01%2026-06-302026-07-29

ESGD ISHARES TR96.8K shares4.12%2026-06-302026-07-29

SNDK SANDISK CORP4.3K shares-1.87%2026-06-302026-07-29

ICE INTERCONTINENTAL EXCHANGE IN79.2K shares-1.51%2026-06-302026-07-29

RSPT INVESCO EXCHANGE TRADED FD T148.2K shares-0.07%2026-06-302026-07-29

DHR DANAHER CORP DEL49.8K shares-13.09%2026-06-302026-07-29

Sponsored

ISRG INTUITIVE SURGICAL INC23.5K shares-14.59%2026-06-302026-07-29

DFAI DIMENSIONAL ETF TRUST226.0K shares0.48%2026-06-302026-07-29

AVDV AMERICAN CENTY ETF TR90.3K shares-10.21%2026-06-302026-07-29

ELV ELEVANCE HEALTH INC FORMERLY23.9K shares15.14%2026-06-302026-07-29

COF CAPITAL ONE FINL CORP45.9K shares7.80%2026-06-302026-07-29

APD AIR PRODUCTS AND CHEMICALS I31.3K shares-2.24%2026-06-302026-07-29

FDX FEDEX CORP28.9K shares-9.61%2026-06-302026-07-29

DE DEERE & CO14.2K shares-6.56%2026-06-302026-07-29

Sponsored

MO ALTRIA GROUP INC124.6K shares2.11%2026-06-302026-07-29

IVE ISHARES TR39.4K shares-14.05%2026-06-302026-07-29

SHW SHERWIN WILLIAMS CO25.9K shares-12.39%2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC208.6K shares0.14%2026-06-302026-07-29

QCOM QUALCOMM INC46.8K shares4.70%2026-06-302026-07-29

BLK BLACKROCK INC8.8K shares1.15%2026-06-302026-07-29

PFE PFIZER INC350.4K shares1.85%2026-06-302026-07-29

AFL AFLAC INC71.8K shares7.06%2026-06-302026-07-29

Sponsored

WBD WARNER BROS DISCOVERY INC313.9K shares5.82%2026-06-302026-07-29

ECL ECOLAB INC30.0K shares1.96%2026-06-302026-07-29

OEF ISHARES TR22.8K shares-0.37%2026-06-302026-07-29

LMT LOCKHEED MARTIN CORP16.3K shares-3.88%2026-06-302026-07-29

DCOR DIMENSIONAL ETF TRUST100.3K shares-2.31%2026-06-302026-07-29

IJK ISHARES TR68.1K shares0.00%2026-06-302026-07-29

ADI ANALOG DEVICES INC19.8K shares7.14%2026-06-302026-07-29

UNITY SOFTWARE INC UNITY SOFTWARE INC274.6K shares10.80%2026-06-302026-07-29

Sponsored

NSC NORFOLK SOUTHN CORP24.6K shares-5.74%2026-06-302026-07-29

MEDTRONIC PLC MEDTRONIC PLC98.9K shares-2.77%2026-06-302026-07-29

VOE VANGUARD INDEX FDS39.2K shares9.05%2026-06-302026-07-29

CL COLGATE PALMOLIVE CO84.2K shares6.07%2026-06-302026-07-29

URI UNITED RENTALS INC6.8K shares2.58%2026-06-302026-07-29

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC23.0K shares9.94%2026-06-302026-07-29

PGR PROGRESSIVE CORP34.7K shares7.47%2026-06-302026-07-29

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL7.8K shares11.84%2026-06-302026-07-29

Sponsored

SPLV INVESCO EXCH TRADED FD TR II100.9K shares0.03%2026-06-302026-07-29

ORLY OREILLY AUTOMOTIVE INC81.4K shares-1.79%2026-06-302026-07-29

VMC VULCAN MATLS CO25.0K shares-4.38%2026-06-302026-07-29

MRVL MARVELL TECHNOLOGY INC24.6K shares17.28%2026-06-302026-07-29

CMI CUMMINS INC10.3K shares5.18%2026-06-302026-07-29

IWO ISHARES TR18.5K shares-19.07%2026-06-302026-07-29

VWO VANGUARD INTL EQUITY INDEX F121.5K shares8.37%2026-06-302026-07-29

KKR KKR & CO INC79.0K shares1.44%2026-06-302026-07-29

Sponsored

DELL DELL TECHNOLOGIES INC16.7K shares35.60%2026-06-302026-07-29

KEYS KEYSIGHT TECHNOLOGIES INC20.6K shares23.69%2026-06-302026-07-29

FITB FIFTH THIRD BANCORP127.4K shares0.47%2026-06-302026-07-29

DFEM DIMENSIONAL ETF TRUST176.6K shares-6.08%2026-06-302026-07-29

ANET ARISTA NETWORKS INC41.3K shares-2.50%2026-06-302026-07-29

VOT VANGUARD INDEX FDS22.7K shares0.05%2026-06-302026-07-29

PSX PHILLIPS 6641.0K shares7.74%2026-06-302026-07-29

MPC MARATHON PETE CORP27.0K shares1.79%2026-06-302026-07-29

Sponsored

ITW ILLINOIS TOOL WKS INC25.2K shares1.56%2026-06-302026-07-29

TFC TRUIST FINL CORP136.3K shares3.30%2026-06-302026-07-29

HEI.A HEICO CORP NEW26.3K shares-4.42%2026-06-302026-07-29

FIX COMFORT SYS USA INC3.4K shares6.49%2026-06-302026-07-29

BN BROOKFIELD CORP156.6K shares0.46%2026-06-302026-07-29

COP CONOCOPHILLIPS63.9K shares6.65%2026-06-302026-07-29

S&P GLOBAL INC S&P GLOBAL INC16.3K shares-1.34%2026-06-302026-07-29

TDG TRANSDIGM GROUP INC5.0K shares-9.87%2026-06-302026-07-29

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BA BOEING CO30.5K shares10.41%2026-06-302026-07-29

MDLZ MONDELEZ INTL INC113.9K shares0.05%2026-06-302026-07-29

DIA STATE STR SPDR DOW JONES IND12.5K shares0.30%2026-06-302026-07-29

TGT TARGET CORP49.7K shares2.54%2026-06-302026-07-29

GILD GILEAD SCIENCES INC51.1K shares-10.25%2026-06-302026-07-29

AMT AMERICAN TOWER CORP39.2K shares3.83%2026-06-302026-07-29

MCK MCKESSON CORP8.5K shares-1.18%2026-06-302026-07-29

GPC GENUINE PARTS CO52.9K shares-33.20%2026-06-302026-07-29

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BK BANK OF NY MELLON CORP43.1K shares2.40%2026-06-302026-07-29

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION42.5K shares9.19%2026-06-302026-07-29

BMY BRISTOL-MYERS SQUIBB CO106.9K shares-2.79%2026-06-302026-07-29

MCO MOODYS CORP13.5K shares2.50%2026-06-302026-07-29

WMB WILLIAMS COS INC81.4K shares5.45%2026-06-302026-07-29

EPD ENTERPRISE PRODS PARTNERS L164.2K shares8.43%2026-06-302026-07-29

AEP AMERICAN ELEC PWR CO INC44.1K shares-15.23%2026-06-302026-07-29

VLO VALERO ENERGY CORP23.1K shares9.01%2026-06-302026-07-29

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BKNG BOOKING HOLDINGS INC33.8K shares2147.50%2026-06-302026-07-29

BX BLACKSTONE INC50.9K shares5.71%2026-06-302026-07-29

XLF SELECT SECTOR SPDR TR111.4K shares-3.61%2026-06-302026-07-29

DFAT DIMENSIONAL ETF TRUST81.5K shares17.35%2026-06-302026-07-29

CI THE CIGNA GROUP20.6K shares7.75%2026-06-302026-07-29

SYK STRYKER CORPORATION17.8K shares-3.90%2026-06-302026-07-29

EMXC ISHARES INC54.4K shares1.02%2026-06-302026-07-29

CMCSA COMCAST CORP NEW225.0K shares-7.01%2026-06-302026-07-29

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FNDF SCHWAB STRATEGIC TR104.4K shares1386.05%2026-06-302026-07-29

VRTX VERTEX PHARMACEUTICALS INC11.1K shares7.56%2026-06-302026-07-29

CBRE CBRE GROUP INC40.8K shares-5.69%2026-06-302026-07-29

HPE HEWLETT PACKARD ENTERPRISE C121.1K shares3.17%2026-06-302026-07-29

SCHO SCHWAB STRATEGIC TR225.8K shares-0.43%2026-06-302026-07-29

IJT ISHARES TR30.4K shares0.61%2026-06-302026-07-29

TT TRANE TECHNOLOGIES PLC11.0K shares11.72%2026-06-302026-07-29

IQLT ISHARES TR108.4K shares313.09%2026-06-302026-07-29

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CDNS CADENCE DESIGN SYSTEM INC14.2K shares-5.75%2026-06-302026-07-29

CRM SALESFORCE INC33.9K shares-9.27%2026-06-302026-07-29

MPWR MONOLITHIC PWR SYS INC3.8K shares-12.76%2026-06-302026-07-29

XLV SELECT SECTOR SPDR TR32.9K shares4.21%2026-06-302026-07-29

IWR ISHARES TR47.2K shares4.34%2026-06-302026-07-29

AZO AUTOZONE INC1.6K shares20.12%2026-06-302026-07-29

3M CO 3M CO31.9K shares1.77%2026-06-302026-07-29

PCAR PACCAR INC42.9K shares-12.65%2026-06-302026-07-29

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MSI MOTOROLA SOLUTIONS INC12.2K shares-3.15%2026-06-302026-07-29

DOMINION ENERGY INC DOMINION ENERGY INC73.9K shares54.06%2026-06-302026-07-29

UPS UNITED PARCEL SVCS INC46.1K shares-0.46%2026-06-302026-07-29

SCHW SCHWAB CHARLES CORP53.7K shares-16.59%2026-06-302026-07-29

CVS CVS HEALTH CORP47.8K shares7.05%2026-06-302026-07-29

CSX CSX CORP103.8K shares3.02%2026-06-302026-07-29

ASTRAZENECA PLC ASTRAZENECA PLC26.0K sharesnew addition2026-06-302026-07-29

RSG REPUBLIC SVCS INC23.0K shares-23.48%2026-06-302026-07-29

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FREEPORT MCMORAN INC FREEPORT MCMORAN INC77.5K shares11.98%2026-06-302026-07-29

WCN WASTE CONNECTIONS INC29.2K shares13.83%2026-06-302026-07-29

EEM ISHARES TR70.9K shares-2.63%2026-06-302026-07-29

BDX BECTON DICKINSON & CO31.5K shares8.51%2026-06-302026-07-29

IUSG ISHARES TR25.2K shares1.57%2026-06-302026-07-29

SHV ISHARES TR42.9K shares1.37%2026-06-302026-07-29

QUAL ISHARES TR21.6K shares20.74%2026-06-302026-07-29

IJS ISHARES TR34.5K shares7.92%2026-06-302026-07-29

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SMH VANECK ETF TRUST7.1K shares0.90%2026-06-302026-07-29

FTNT FORTINET INC30.3K shares8.75%2026-06-302026-07-29

VRT VERTIV HOLDINGS CO13.7K shares13.92%2026-06-302026-07-29

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EIPI FIRST TR EXCHNG TRADED FD VI208.2K sharesnew addition2026-06-302026-07-29

XLI SELECT SECTOR SPDR TR24.1K shares-1.29%2026-06-302026-07-29

VHT VANGUARD WORLD FD14.9K shares0.03%2026-06-302026-07-29

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SBUX STARBUCKS CORP43.4K shares-1.44%2026-06-302026-07-29

ICSH ISHARES TR86.4K sharesnew addition2026-06-302026-07-29

XLY SELECT SECTOR SPDR TR37.2K shares-1.66%2026-06-302026-07-29

IJJ ISHARES TR29.4K shares-1.08%2026-06-302026-07-29

DFAE DIMENSIONAL ETF TRUST107.5K shares-1.39%2026-06-302026-07-29

DATADOG INC DATADOG INC16.5K shares95.24%2026-06-302026-07-29

EMR EMERSON ELEC CO30.0K shares0.44%2026-06-302026-07-29

LHX L3HARRIS TECHNOLOGIES INC14.7K shares8.10%2026-06-302026-07-29

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IYW ISHARES TR16.8K shares-1.91%2026-06-302026-07-29

FMDE FIDELITY COVINGTON TRUST103.8K sharesnew addition2026-06-302026-07-29

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WELL WELLTOWER INC18.4K shares3.27%2026-06-302026-07-29

GM GENERAL MTRS CO54.1K shares5.61%2026-06-302026-07-29

ET ENERGY TRANSFER L P215.5K shares13.26%2026-06-302026-07-29

DFIV DIMENSIONAL ETF TRUST76.0K shares262.47%2026-06-302026-07-29

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SLV ISHARES SILVER TR75.6K shares1.12%2026-06-302026-07-29

ESGU ISHARES TR24.5K shares4.05%2026-06-302026-07-29

GIS GENERAL MILLS INC115.2K shares139.26%2026-06-302026-07-29

CRWV COREWEAVE INC39.6K sharesnew addition2026-06-302026-07-29

VNQ VANGUARD INDEX FDS40.7K shares-5.15%2026-06-302026-07-29

EOG EOG RES INC29.9K shares72.37%2026-06-302026-07-29

NOC NORTHROP GRUMMAN CORP7.6K shares-0.28%2026-06-302026-07-29

SHEL SHELL PLC49.7K shares3.42%2026-06-302026-07-29

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MLM MARTIN MARIETTA MATLS INC6.6K shares-15.50%2026-06-302026-07-29

FAST FASTENAL CO79.5K shares-7.43%2026-06-302026-07-29

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KBDC KAYNE ANDERSON BDC INC280.2K shares19.06%2026-06-302026-07-29

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NEM NEWMONT CORP40.5K shares-3.40%2026-06-302026-07-29

ADVISORS INNER CIRCLE FD III ADVISORS INNER CIRCLE FD III128.5K shares-2.39%2026-06-302026-07-29

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HLT HILTON WORLDWIDE HLDGS INC11.3K shares-5.87%2026-06-302026-07-29

VPL VANGUARD INTL EQUITY INDEX F32.2K shares-0.52%2026-06-302026-07-29

SNPS SYNOPSYS INC8.4K shares14.87%2026-06-302026-07-29

RF REGIONS FINANCIAL CORP NEW123.3K shares7.38%2026-06-302026-07-29

XLE SELECT SECTOR SPDR TR70.1K shares69.07%2026-06-302026-07-29

TER TERADYNE INC7.6K shares11.34%2026-06-302026-07-29

BSV VANGUARD BD INDEX FDS47.0K shares8.51%2026-06-302026-07-29

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OBDC BLUE OWL CAPITAL CORPORATION335.4K shares5.62%2026-06-302026-07-29

VIGI VANGUARD WHITEHALL FDS38.9K shares7.91%2026-06-302026-07-29

EQIX EQUINIX INC3.5K shares20.26%2026-06-302026-07-29

SCHV SCHWAB STRATEGIC TR103.1K shares8.92%2026-06-302026-07-29

MET METLIFE INC42.2K shares4.18%2026-06-302026-07-29

BSJQ INVESCO EXCH TRD SLF IDX FD155.4K shares0.01%2026-06-302026-07-29

CGDV CAPITAL GROUP DIVIDEND VALUE72.2K shares71.11%2026-06-302026-07-29

NUE NUCOR CORP15.9K shares7.99%2026-06-302026-07-29

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ROST ROSS STORES INC16.6K shares13.65%2026-06-302026-07-29

SCHC SCHWAB STRATEGIC TR72.7K shares341.07%2026-06-302026-07-29

CARR CARRIER GLOBAL CORPORATION47.4K shares10.32%2026-06-302026-07-29

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP10.9K shares0.31%2026-06-302026-07-29

TMUS T-MOBILE US INC20.7K shares-0.21%2026-06-302026-07-29

TEL TE CONNECTIVITY PLC17.1K shares9.68%2026-06-302026-07-29

KMI KINDER MORGAN INC DEL107.1K shares-3.28%2026-06-302026-07-29

TOTL SSGA ACTIVE ETF TR85.4K shares-11.42%2026-06-302026-07-29

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EFX EQUIFAX INC20.9K shares-2.04%2026-06-302026-07-29

VONV VANGUARD SCOTTSDALE FDS31.1K shares0.08%2026-06-302026-07-29

Z ZILLOW GROUP INC103.7K shares-48.86%2026-06-302026-07-29

EME EMCOR GROUP INC3.9K shares3.04%2026-06-302026-07-29

IBIT ISHARES BITCOIN TRUST ETF96.7K shares-1.16%2026-06-302026-07-29

ETR ENTERGY CORP NEW27.6K shares5.71%2026-06-302026-07-29

ABNB AIRBNB INC22.1K shares18.24%2026-06-302026-07-29

DHI D R HORTON INC19.4K shares0.77%2026-06-302026-07-29

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STIP ISHARES TR30.8K sharesnew addition2026-06-302026-07-29

AKRE PROFESIONALLY MANAGED PORTFO58.7K shares1.59%2026-06-302026-07-29

SUSL ISHARES TR23.4K shares23.02%2026-06-302026-07-29

SUSA ISHARES TR20.1K shares-0.72%2026-06-302026-07-29

TRMK TRUSTMARK CORP67.3K shares1.53%2026-06-302026-07-29

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OKE ONEOK INC NEW35.3K shares13.99%2026-06-302026-07-29

NVS NOVARTIS AG19.5K shares6.76%2026-06-302026-07-29

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SYY SYSCO CORP36.5K shares18.54%2026-06-302026-07-29

CEG CONSTELLATION ENERGY CORP12.3K shares4.83%2026-06-302026-07-29

FENI FIDELITY COVINGTON TRUST75.5K sharesnew addition2026-06-302026-07-29

TRGP TARGA RES CORP11.2K shares0.74%2026-06-302026-07-29

VGSH VANGUARD SCOTTSDALE FDS51.4K shares-31.23%2026-06-302026-07-29

EBAY EBAY INC.26.8K shares19.29%2026-06-302026-07-29

MKL MARKEL GROUP INC1.5K shares-3.84%2026-06-302026-07-29

DOV DOVER CORP13.3K shares18.25%2026-06-302026-07-29

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AMERIPRISE FINL INC AMERIPRISE FINL INC6.5K shares-12.87%2026-06-302026-07-29

CNC CENTENE CORP DEL45.8K shares3.97%2026-06-302026-07-29

VSS VANGUARD INTL EQUITY INDEX F18.9K shares159.67%2026-06-302026-07-29

MAA MID-AMER APT CMNTYS INC20.3K shares36.99%2026-06-302026-07-29

AIQ GLOBAL X FDS42.8K shares2.36%2026-06-302026-07-29

MSCI MSCI INC5.0K shares-4.79%2026-06-302026-07-29

HWM HOWMET AEROSPACE INC10.4K shares-6.38%2026-06-302026-07-29

AJG GALLAGHER ARTHUR J & CO12.2K shares25.43%2026-06-302026-07-29

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ZOETIS INC ZOETIS INC38.8K shares189.98%2026-06-302026-07-29

SLDE SLIDE INS HLDGS INC143.4K shares-83.93%2026-06-302026-07-29

AGILENT TECHNOLOGIES INC AGILENT TECHNOLOGIES INC20.9K shares39.15%2026-06-302026-07-29

CAH CARDINAL HEALTH INC11.6K shares-5.75%2026-06-302026-07-29

BWIN THE BALDWIN INSURANCE GRP IN103.2K shares38.65%2026-06-302026-07-29

DSI ISHARES TR19.2K shares-0.54%2026-06-302026-07-29

ODFL OLD DOMINION FREIGHT LINE IN12.6K shares-12.61%2026-06-302026-07-29

MMC MARSH & MCLENNAN COS INC16.3K shares-10.36%2026-06-302026-07-29

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MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.29.7K shares1.74%2026-06-302026-07-29

GARP ISHARES TR32.6K sharesnew addition2026-06-302026-07-29

USMV ISHARES TR27.9K shares33.67%2026-06-302026-07-29

GPN GLOBAL PMTS INC37.0K shares7.65%2026-06-302026-07-29

BKR BAKER HUGHES COMPANY48.1K shares0.19%2026-06-302026-07-29

VOOG VANGUARD ADMIRAL FDS INC32.2K shares2047.23%2026-06-302026-07-29

PKG PACKAGING CORP AMER11.2K shares2.85%2026-06-302026-07-29

ROOT ROOT INC47.4K shares0.31%2026-06-302026-07-29

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ESGE ISHARES INC48.2K shares7.22%2026-06-302026-07-29

AVMC AMERICAN CENTY ETF TR32.7K shares-3.96%2026-06-302026-07-29

AIG AMERICAN INTL GROUP INC35.2K shares11.67%2026-06-302026-07-29

HOOD ROBINHOOD MKTS INC25.8K shares11.95%2026-06-302026-07-29

CMS CMS ENERGY CORP33.8K shares4.53%2026-06-302026-07-29

NVT NVENT ELEC PLC15.2K shares18.18%2026-06-302026-07-29

JBL JABIL INC6.7K shares11.03%2026-06-302026-07-29

CFG CITIZENS FINL GROUP INC36.7K shares-3.32%2026-06-302026-07-29

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DGX QUEST DIAGNOSTICS INC12.1K shares0.74%2026-06-302026-07-29

EW EDWARDS LIFESCIENCES CORP28.2K shares-2.59%2026-06-302026-07-29

VCIT VANGUARD SCOTTSDALE FDS30.8K shares242.88%2026-06-302026-07-29

ES EVERSOURCE ENERGY35.1K shares47.66%2026-06-302026-07-29

AVSC AMERICAN CENTY ETF TR34.3K shares22.79%2026-06-302026-07-29

HCA HCA HEALTHCARE INC6.4K shares-16.59%2026-06-302026-07-29

JIRE J P MORGAN EXCHANGE TRADED F30.4K shares-0.15%2026-06-302026-07-29

M MACYS INC106.5K shares0.71%2026-06-302026-07-29

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WDAY WORKDAY INC20.3K shares181.01%2026-06-302026-07-29

BSX BOSTON SCIENTIFIC CORP58.2K shares2.69%2026-06-302026-07-29

EFV ISHARES TR32.4K shares76.25%2026-06-302026-07-29

VTEB VANGUARD MUN BD FDS48.6K shares40.37%2026-06-302026-07-29

XLC SELECT SECTOR SPDR TR22.9K shares2.18%2026-06-302026-07-29

UL UNILEVER PLC40.8K shares-17.33%2026-06-302026-07-29

TTWO TAKE-TWO INTERACTIVE SOFTWAR9.7K shares17.59%2026-06-302026-07-29

ADM ARCHER DANIELS MIDLAND CO31.6K shares-0.17%2026-06-302026-07-29

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CIEN CIENA CORP4.9K shares5.30%2026-06-302026-07-29

MFC MANULIFE FINL CORP58.8K shares1.03%2026-06-302026-07-29

DLR DIGITAL RLTY TR INC13.2K shares3.55%2026-06-302026-07-29

SLB SLB LIMITED50.8K shares22.74%2026-06-302026-07-29

SNOWFLAKE INC SNOWFLAKE INC9.3K shares4.17%2026-06-302026-07-29

PRF INVESCO EXCHANGE TRADED FD T43.6K shares21.08%2026-06-302026-07-29

GWW WW GRAINGER INC1.7K shares2.81%2026-06-302026-07-29

STT STATE STR CORP13.7K shares4.09%2026-06-302026-07-29

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YUM YUM BRANDS INC14.5K shares-2.16%2026-06-302026-07-29

GBDC GOLUB CAP BDC INC179.5K shares20.21%2026-06-302026-07-29

ED CONSOLIDATED EDISON INC20.9K shares11.60%2026-06-302026-07-29

GRBK GREEN BRICK PARTNERS INC28.8K shares1.26%2026-06-302026-07-29

BOXX EA SERIES TRUST19.6K shares-22.49%2026-06-302026-07-29

GNR SPDR INDEX SHS FDS34.0K shares-2.06%2026-06-302026-07-29

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F37.2K shares51.40%2026-06-302026-07-29

VXF VANGUARD INDEX FDS9.3K shares0.18%2026-06-302026-07-29

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BMO BANK MONTREAL MEDIUM12.9K shares35.73%2026-06-302026-07-29

VCR VANGUARD WORLD FD5.7K shares0.02%2026-06-302026-07-29

AME AMETEK INC9.4K shares5.03%2026-06-302026-07-29

CLOUDFLARE INC CLOUDFLARE INC9.2K shares40.36%2026-06-302026-07-29

HBAN HUNTINGTON BANCSHARES INC125.3K shares23.14%2026-06-302026-07-29

JBHT HUNT J B TRANS SVCS INC7.7K shares12.43%2026-06-302026-07-29

IDEXX LABS INC IDEXX LABS INC4.2K shares-2.57%2026-06-302026-07-29

LPLA LPL FINL HLDGS INC7.8K shares-0.18%2026-06-302026-07-29

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ACUITY INC ACUITY INC5.8K shares24.97%2026-06-302026-07-29

HUM HUMANA INC5.5K shares21.83%2026-06-302026-07-29

WAB WABTEC8.1K shares-1.96%2026-06-302026-07-29

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LUMENTUM HLDGS INC LUMENTUM HLDGS INC2.5K shares16.83%2026-06-302026-07-29

SHY ISHARES TR26.3K shares4.87%2026-06-302026-07-29

RYAN RYAN SPECIALTY HOLDINGS INC57.0K shares3.99%2026-06-302026-07-29

FRPH FRP HLDGS INC84.8K shares0.75%2026-06-302026-07-29

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DVN DEVON ENERGY CORP NEW50.9K shares70.10%2026-06-302026-07-29

SAIC SCIENCE APPLICATIONS INTL CO19.0K shares1.17%2026-06-302026-07-29

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ROK ROCKWELL AUTOMATION INC4.2K shares11.93%2026-06-302026-07-29

COR CENCORA INC7.4K shares-1.70%2026-06-302026-07-29

MGMT UNIFIED SER TR40.7K shares0.00%2026-06-302026-07-29

TPL TEXAS PACIFIC LAND CORPORATI4.7K shares5.64%2026-06-302026-07-29

TTE TOTALENERGIES SE26.3K shares0.94%2026-06-302026-07-29

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CME CME GROUP INC9.3K shares-12.56%2026-06-302026-07-29

EXC EXELON CORP43.7K shares4.45%2026-06-302026-07-29

MNST MONSTER BEVERAGE CORP NEW21.2K shares-0.48%2026-06-302026-07-29

VLTO VERALTO CORP22.9K shares-26.03%2026-06-302026-07-29

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CSGP COSTAR GROUP INC71.4K shares7.37%2026-06-302026-07-29

PCG PG&E CORP120.1K shares17.41%2026-06-302026-07-29

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NBIS NEBIUS GROUP N.V.7.3K shares3.16%2026-06-302026-07-29

CORTEVA INC CORTEVA INC23.8K shares0.54%2026-06-302026-07-29

KMB KIMBERLY-CLARK CORP18.4K shares20.57%2026-06-302026-07-29

PAPR INNOVATOR ETFS TRUST47.6K shares88.37%2026-06-302026-07-29

NKE NIKE INC48.8K shares-10.77%2026-06-302026-07-29

XEL XCEL ENERGY INC24.8K shares-3.64%2026-06-302026-07-29

GUIDEWIRE SOFTWARE INC GUIDEWIRE SOFTWARE INC16.1K shares-12.46%2026-06-302026-07-29

OXY OCCIDENTAL PETE CORP40.6K shares15.06%2026-06-302026-07-29

Sponsored

IRM IRON MTN INC DEL15.6K shares1.11%2026-06-302026-07-29

MTUM ISHARES TR5.7K shares-3.73%2026-06-302026-07-29

SOUTHSTATE BK CORP SOUTHSTATE BK CORP19.4K shares7.76%2026-06-302026-07-29

VIS VANGUARD WORLD FD5.4K shares-0.06%2026-06-302026-07-29

PEG PUBLIC SVC ENTERPRISE GROUP23.9K shares18.44%2026-06-302026-07-29

ADOBE INC ADOBE INC9.4K shares-43.23%2026-06-302026-07-29

VCSH VANGUARD SCOTTSDALE FDS24.4K shares-5.38%2026-06-302026-07-29

CNA CNA FINL CORP39.5K shares81.31%2026-06-302026-07-29

Sponsored

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V6.8K shares4.69%2026-06-302026-07-29

VOX VANGUARD WORLD FD10.3K shares-15.98%2026-06-302026-07-29

DFGR DIMENSIONAL ETF TRUST64.9K sharesnew addition2026-06-302026-07-29

ARES CAPITAL CORP ARES CAPITAL CORP101.3K shares-33.43%2026-06-302026-07-29

LAMR LAMAR ADVERTISING CO12.0K shares14.03%2026-06-302026-07-29

AVSU AMERICAN CENTY ETF TR21.1K shares0.01%2026-06-302026-07-29

TPR TAPESTRY INC12.8K shares-0.14%2026-06-302026-07-29

PAYX PAYCHEX INC19.0K shares11.96%2026-06-302026-07-29

Sponsored

UAL UNITED AIRLS HLDGS INC13.7K shares5.47%2026-06-302026-07-29

SPG SIMON PPTY GROUP INC NEW8.3K shares1.02%2026-06-302026-07-29

BAPR INNOVATOR ETFS TRUST34.8K shares127.30%2026-06-302026-07-29

VTES VANGUARD WELLINGTON FD18.3K shares-14.63%2026-06-302026-07-29

VANGUARD INDEX FDS

0.37%

Shares8.8M

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

1.63%

Shares5.9M

Event2026-06-30

Filed2026-07-29

AVUS

AMERICAN CENTY ETF TR

4.90%

Shares6.0M

Event2026-06-30

Filed2026-07-29

JCPB

J P MORGAN EXCHANGE TRADED F

8.37%

Shares15.6M

Event2026-06-30

Filed2026-07-29

VXUS

VANGUARD STAR FDS

3.73%

Shares8.4M

Event2026-06-30

Filed2026-07-29

JPST

J P MORGAN EXCHANGE TRADED F

5.39%

Shares10.1M

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

0.51%

Shares1.6M

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

3.22%

Shares471.3K

Event2026-06-30

Filed2026-07-29

IVW

ISHARES TR

-1.61%

Shares2.2M

Event2026-06-30

Filed2026-07-29

SPYG

SPDR SERIES TRUST

-11.63%

Shares2.4M

Event2026-06-30

Filed2026-07-29

QLTY

GMO ETF TRUST

13.48%

Shares6.7M

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

0.09%

Shares680.3K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

3.21%

Shares1.1M

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

2.26%

Shares552.8K

Event2026-06-30

Filed2026-07-29

SCHB

SCHWAB STRATEGIC TR

-0.37%

Shares6.6M

Event2026-06-30

Filed2026-07-29

GSLC

GOLDMAN SACHS ETF TR

4.56%

Shares1.3M

Event2026-06-30

Filed2026-07-29

JMST

J P MORGAN EXCHANGE TRADED F

28.07%

Shares3.3M

Event2026-06-30

Filed2026-07-29

ISHARES TR

-1.76%

Shares220.5K

Event2026-06-30

Filed2026-07-29

ITOT

ISHARES TR

-0.38%

Shares998.5K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

-1.31%

Shares449.3K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

1.84%

Shares650.6K

Event2026-06-30

Filed2026-07-29

AVDE

AMERICAN CENTY ETF TR

1.70%

Shares1.7M

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

8.27%

Shares213.3K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

3.47%

Shares358.1K

Event2026-06-30

Filed2026-07-29

GSIE

GOLDMAN SACHS ETF TR

1.58%

Shares2.6M

Event2026-06-30

Filed2026-07-29

AVEM

AMERICAN CENTY ETF TR

4.50%

Shares1.1M

Event2026-06-30

Filed2026-07-29

BROADCOM INC

1.81%

Shares270.9K

Event2026-06-30

Filed2026-07-29

TROW

PRICE T ROWE GROUP INC

-11.15%

Shares870.7K

Event2026-06-30

Filed2026-07-29

VEU

VANGUARD INTL EQUITY INDEX F

11.42%

Shares1.1M

Event2026-06-30

Filed2026-07-29

DUHP

DIMENSIONAL ETF TRUST

12.08%

Shares2.2M

Event2026-06-30

Filed2026-07-29

SCHX

SCHWAB STRATEGIC TR

2.57%

Shares3.1M

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.36%

Shares180.6K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

0.52%

Shares259.2K

Event2026-06-30

Filed2026-07-29

DFAC

DIMENSIONAL ETF TRUST

-0.56%

Shares1.8M

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

2.26%

Shares64.5K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

-0.83%

Shares300.7K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

0.19%

Shares97.4K

Event2026-06-30

Filed2026-07-29

VISA INC

1.44%

Shares197.1K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

17.79%

Shares118.6K

Event2026-06-30

Filed2026-07-29

DFAU

DIMENSIONAL ETF TRUST

-2.24%

Shares1.3M

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

3.43%

Shares244.4K

Event2026-06-30

Filed2026-07-29

SCHG

SCHWAB STRATEGIC TR

-0.80%

Shares1.7M

Event2026-06-30

Filed2026-07-29

SCHD

SCHWAB STRATEGIC TR

8.36%

Shares1.8M

Event2026-06-30

Filed2026-07-29

COCA COLA CO

9.91%

Shares691.4K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES TR

308.61%

Shares433.4K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

5.02%

Shares123.1K

Event2026-06-30

Filed2026-07-29

ALB

ALBEMARLE CORP

-5.19%

Shares382.6K

Event2026-06-30

Filed2026-07-29

RSP

INVESCO EXCHANGE TRADED FD T

0.96%

Shares230.6K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

-1.91%

Shares414.3K

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC

4.78%

Shares42.0K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

-2.32%

Shares427.6K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

-3.08%

Shares45.4K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

590.16%

Shares557.7K

Event2026-06-30

Filed2026-07-29

GEM

GOLDMAN SACHS ETF TR

-3.10%

Shares910.9K

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORP

-6.45%

Shares106.8K

Event2026-06-30

Filed2026-07-29

AVUV

AMERICAN CENTY ETF TR

0.45%

Shares363.0K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

21.23%

Shares296.3K

Event2026-06-30

Filed2026-07-29

SCHF

SCHWAB STRATEGIC TR

1.55%

Shares1.4M

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

-0.28%

Shares268.4K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

-5.59%

Shares67.7K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

301.50%

Shares456.3K

Event2026-06-30

Filed2026-07-29

HTRB

HARTFORD FDS EXCHANGE TRADED

-10.92%

Shares1.1M

Event2026-06-30

Filed2026-07-29

ABBVIE INC

1.28%

Shares142.9K

Event2026-06-30

Filed2026-07-29

IWV

ISHARES TR

0.49%

Shares80.7K

Event2026-06-30

Filed2026-07-29

MGK

VANGUARD WORLD FD

401.09%

Shares379.1K

Event2026-06-30

Filed2026-07-29

SHOP

SHOPIFY INC

2377.68%

Shares282.0K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

16.23%

Shares105.9K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP

-2.22%

Shares229.8K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

2.86%

Shares192.7K

Event2026-06-30

Filed2026-07-29

EFA

ISHARES TR

4.01%

Shares305.3K

Event2026-06-30

Filed2026-07-29

JSCP

J P MORGAN EXCHANGE TRADED F

-11.37%

Shares666.6K

Event2026-06-30

Filed2026-07-29

DVY

ISHARES TR

47.66%

Shares199.5K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

0.30%

Shares242.2K

Event2026-06-30

Filed2026-07-29

RTX CORPORATION

-0.54%

Shares163.0K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

100.26%

Shares141.0K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

25.52%

Shares536.8K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

15.31%

Shares79.2K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

1.42%

Shares31.1K

Event2026-06-30

Filed2026-07-29

ORACLE CORP

6.63%

Shares197.8K

Event2026-06-30

Filed2026-07-29

DFAX

DIMENSIONAL ETF TRUST

1470.73%

Shares770.8K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

7.01%

Shares100.6K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

6.05%

Shares39.1K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

1.83%

Shares53.4K

Event2026-06-30

Filed2026-07-29

MINT

PIMCO ETF TR

-12.03%

Shares269.0K

Event2026-06-30

Filed2026-07-29

DGRW

WISDOMTREE TR

6.42%

Shares280.7K

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

668.79%

Shares223.8K

Event2026-06-30

Filed2026-07-29

KLAC

KLA CORP

927.07%

Shares88.3K

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC

2.47%

Shares85.7K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

18.88%

Shares58.5K

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

11.03%

Shares50.6K

Event2026-06-30

Filed2026-07-29

NEU

NEWMARKET CORP

1.08%

Shares30.3K

Event2026-06-30

Filed2026-07-29

AT&T INC

1.05%

Shares1.1M

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY

-0.47%

Shares112.1K

Event2026-06-30

Filed2026-07-29

AXP

AMERICAN EXPRESS CO

2.83%

Shares68.8K

Event2026-06-30

Filed2026-07-29

HDV

ISHARES TR

387.23%

Shares819.1K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

-4.94%

Shares82.7K

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD TAX-MANAGED FDS

4.92%

Shares309.6K

Event2026-06-30

Filed2026-07-29

VONG

VANGUARD SCOTTSDALE FDS

-0.72%

Shares169.6K

Event2026-06-30

Filed2026-07-29

ISHARES TR

2.41%

Shares221.9K

Event2026-06-30

Filed2026-07-29

DGRO

ISHARES TR

-2.16%

Shares274.6K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

0.47%

Shares56.4K

Event2026-06-30

Filed2026-07-29

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares27

Event2026-06-30

Filed2026-07-29

SOUTHERN CO

9.82%

Shares210.1K

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC

-0.95%

Shares148.2K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC

3.66%

Shares19.8K

Event2026-06-30

Filed2026-07-29

NEXTERA ENERGY INC

1.82%

Shares224.8K

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD INDEX FDS

24.61%

Shares79.2K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

1.51%

Shares104.5K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

-0.84%

Shares15.8K

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

23.05%

Shares238.0K

Event2026-06-30

Filed2026-07-29

IWB

ISHARES TR

2.51%

Shares43.3K

Event2026-06-30

Filed2026-07-29

IGM

ISHARES TR

-9.06%

Shares105.4K

Event2026-06-30

Filed2026-07-29

IXUS

ISHARES TR

-1.20%

Shares178.6K

Event2026-06-30

Filed2026-07-29

DAL

DELTA AIR LINES INC

1.57%

Shares179.9K

Event2026-06-30

Filed2026-07-29

MKC

MCCORMICK & CO INC

91.40%

Shares333.1K

Event2026-06-30

Filed2026-07-29

GLW

CORNING INC

-9.30%

Shares65.6K

Event2026-06-30

Filed2026-07-29

GENERAL DYNAMICS CORP

6.60%

Shares46.6K

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES

1.37%

Shares182.1K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR

13.81%

Shares54.9K

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC

-2.58%

Shares48.1K

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP

-1.64%

Shares60.2K

Event2026-06-30

Filed2026-07-29

MGC

VANGUARD WORLD FD

0.00%

Shares59.4K

Event2026-06-30

Filed2026-07-29

NETFLIX INC.

-4.34%

Shares227.1K

Event2026-06-30

Filed2026-07-29

QUANTA SVCS INC

0.35%

Shares22.5K

Event2026-06-30

Filed2026-07-29

MGV

VANGUARD WORLD FD

0.64%

Shares98.3K

Event2026-06-30

Filed2026-07-29

GE AEROSPACE

2.62%

Shares42.7K

Event2026-06-30

Filed2026-07-29

IAU

ISHARES GOLD TR

1.03%

Shares208.5K

Event2026-06-30

Filed2026-07-29

CHUBB LIMITED

-3.29%

Shares45.9K

Event2026-06-30

Filed2026-07-29

DFUS

DIMENSIONAL ETF TRUST

0.01%

Shares189.4K

Event2026-06-30

Filed2026-07-29

USB

US BANCORP

-4.18%

Shares252.4K

Event2026-06-30

Filed2026-07-29

DFCF

DIMENSIONAL ETF TRUST

41.56%

Shares360.3K

Event2026-06-30

Filed2026-07-29

ACWV

ISHARES INC

-0.22%

Shares122.5K

Event2026-06-30

Filed2026-07-29

ILOW

AB ACTIVE ETFS INC

0.00%

Shares322.5K

Event2026-06-30

Filed2026-07-29

VYM

VANGUARD WHITEHALL FDS

5.09%

Shares92.4K

Event2026-06-30

Filed2026-07-29

CITIGROUP INC

4.84%

Shares104.0K

Event2026-06-30

Filed2026-07-29

ACCENTURE PLC IRELAND

-0.58%

Shares116.8K

Event2026-06-30

Filed2026-07-29

VANGUARD INTL EQUITY INDEX F

-12.90%

Shares88.4K

Event2026-06-30

Filed2026-07-29

SCHM

SCHWAB STRATEGIC TR

19.41%

Shares372.5K

Event2026-06-30

Filed2026-07-29

PNC

PNC FINL SVCS GROUP INC

2.15%

Shares55.5K

Event2026-06-30

Filed2026-07-29

SDY

SPDR SERIES TRUST

0.68%

Shares89.7K

Event2026-06-30

Filed2026-07-29

APH

AMPHENOL CORP

2.10%

Shares77.1K

Event2026-06-30

Filed2026-07-29

ACWI

ISHARES TR

-0.30%

Shares85.5K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES INC

174.66%

Shares159.2K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

1.89%

Shares67.3K

Event2026-06-30

Filed2026-07-29

WFC

WELLS FARGO & CO

7.25%

Shares154.8K

Event2026-06-30

Filed2026-07-29

LIN

LINDE PLC

19.43%

Shares24.2K

Event2026-06-30

Filed2026-07-29

ETN

EATON CORP PLC

-1.61%

Shares29.4K

Event2026-06-30

Filed2026-07-29

CRH

CRH PLC

-1.21%

Shares115.9K

Event2026-06-30

Filed2026-07-29

AXSM

AXSOME THERAPEUTICS INC.

0.40%

Shares50.4K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-18.88%

Shares35.7K

Event2026-06-30

Filed2026-07-29

ATLC

ATLANTICUS HOLDINGS CORP

0.13%

Shares118.9K

Event2026-06-30

Filed2026-07-29

ISHARES TR

-0.06%

Shares121.6K

Event2026-06-30

Filed2026-07-29

LOW

LOWES COS INC

-8.20%

Shares52.9K

Event2026-06-30

Filed2026-07-29

TMO

THERMO FISHER SCIENTIFIC INC

-11.38%

Shares23.1K

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW

3.99%

Shares75.1K

Event2026-06-30

Filed2026-07-29

DUK

DUKE ENERGY CORP NEW

6.28%

Shares88.0K

Event2026-06-30

Filed2026-07-29

VBK

VANGUARD INDEX FDS

3.59%

Shares29.9K

Event2026-06-30

Filed2026-07-29

UBER

UBER TECHNOLOGIES INC

-11.69%

Shares151.1K

Event2026-06-30

Filed2026-07-29

IWN

ISHARES TR

3.80%

Shares49.0K

Event2026-06-30

Filed2026-07-29

PALANTIR TECHNOLOGIES INC

-5.27%

Shares91.5K

Event2026-06-30

Filed2026-07-29

BND

VANGUARD BD INDEX FDS

218.79%

Shares144.0K

Event2026-06-30

Filed2026-07-29

SCHA

SCHWAB STRATEGIC TR

-0.34%

Shares292.2K

Event2026-06-30

Filed2026-07-29

ASML

ASML HLDG NV

1.06%

Shares5.3K

Event2026-06-30

Filed2026-07-29

ADP

AUTOMATIC DATA PROCESSING IN

-0.06%

Shares46.6K

Event2026-06-30

Filed2026-07-29

CROWDSTRIKE HLDGS INC

3.78%

Shares13.6K

Event2026-06-30

Filed2026-07-29

LRGF

ISHARES TR

-2.44%

Shares136.0K

Event2026-06-30

Filed2026-07-29

WASTE MGMT INC DEL

0.76%

Shares45.8K

Event2026-06-30

Filed2026-07-29

PARKER-HANNIFIN CORP

8.83%

Shares10.4K

Event2026-06-30

Filed2026-07-29

DIS

DISNEY WALT CO

11.71%

Shares105.7K

Event2026-06-30

Filed2026-07-29

WDC

WESTERN DIGITAL CORP

5.82%

Shares15.9K

Event2026-06-30

Filed2026-07-29

ALL

ALLSTATE CORP

13.01%

Shares42.0K

Event2026-06-30

Filed2026-07-29

ESGD

ISHARES TR

4.12%

Shares96.8K

Event2026-06-30

Filed2026-07-29

SNDK

SANDISK CORP

-1.87%

Shares4.3K

Event2026-06-30

Filed2026-07-29

ICE

INTERCONTINENTAL EXCHANGE IN

-1.51%

Shares79.2K

Event2026-06-30

Filed2026-07-29

RSPT

INVESCO EXCHANGE TRADED FD T

-0.07%

Shares148.2K

Event2026-06-30

Filed2026-07-29

DHR

DANAHER CORP DEL

-13.09%

Shares49.8K

Event2026-06-30

Filed2026-07-29

ISRG

INTUITIVE SURGICAL INC

-14.59%

Shares23.5K

Event2026-06-30

Filed2026-07-29

DFAI

DIMENSIONAL ETF TRUST

0.48%

Shares226.0K

Event2026-06-30

Filed2026-07-29

AVDV

AMERICAN CENTY ETF TR

-10.21%

Shares90.3K

Event2026-06-30

Filed2026-07-29

ELV

ELEVANCE HEALTH INC FORMERLY

15.14%

Shares23.9K

Event2026-06-30

Filed2026-07-29

COF

CAPITAL ONE FINL CORP

7.80%

Shares45.9K

Event2026-06-30

Filed2026-07-29

APD

AIR PRODUCTS AND CHEMICALS I

-2.24%

Shares31.3K

Event2026-06-30

Filed2026-07-29

FDX

FEDEX CORP

-9.61%

Shares28.9K

Event2026-06-30

Filed2026-07-29

DEERE & CO

-6.56%

Shares14.2K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC

2.11%

Shares124.6K

Event2026-06-30

Filed2026-07-29

IVE

ISHARES TR

-14.05%

Shares39.4K

Event2026-06-30

Filed2026-07-29

SHW

SHERWIN WILLIAMS CO

-12.39%

Shares25.9K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

0.14%

Shares208.6K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

4.70%

Shares46.8K

Event2026-06-30

Filed2026-07-29

BLK

BLACKROCK INC

1.15%

Shares8.8K

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INC

1.85%

Shares350.4K

Event2026-06-30

Filed2026-07-29

AFL

AFLAC INC

7.06%

Shares71.8K

Event2026-06-30

Filed2026-07-29

WBD

WARNER BROS DISCOVERY INC

5.82%

Shares313.9K

Event2026-06-30

Filed2026-07-29

ECL

ECOLAB INC

1.96%

Shares30.0K

Event2026-06-30

Filed2026-07-29

OEF

ISHARES TR

-0.37%

Shares22.8K

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

-3.88%

Shares16.3K

Event2026-06-30

Filed2026-07-29

DCOR

DIMENSIONAL ETF TRUST

-2.31%

Shares100.3K

Event2026-06-30

Filed2026-07-29

IJK

ISHARES TR

0.00%

Shares68.1K

Event2026-06-30

Filed2026-07-29

ADI

ANALOG DEVICES INC

7.14%

Shares19.8K

Event2026-06-30

Filed2026-07-29

UNITY SOFTWARE INC

10.80%

Shares274.6K

Event2026-06-30

Filed2026-07-29

NSC

NORFOLK SOUTHN CORP

-5.74%

Shares24.6K

Event2026-06-30

Filed2026-07-29

MEDTRONIC PLC

-2.77%

Shares98.9K

Event2026-06-30

Filed2026-07-29

VOE

VANGUARD INDEX FDS

9.05%

Shares39.2K

Event2026-06-30

Filed2026-07-29

COLGATE PALMOLIVE CO

6.07%

Shares84.2K

Event2026-06-30

Filed2026-07-29

URI

UNITED RENTALS INC

2.58%

Shares6.8K

Event2026-06-30

Filed2026-07-29

TRAVELERS COMPANIES INC

9.94%

Shares23.0K

Event2026-06-30

Filed2026-07-29

PGR

PROGRESSIVE CORP

7.47%

Shares34.7K

Event2026-06-30

Filed2026-07-29

SEAGATE TECHNOLOGY HLDNGS PL

11.84%

Shares7.8K

Event2026-06-30

Filed2026-07-29

SPLV

INVESCO EXCH TRADED FD TR II

0.03%

Shares100.9K

Event2026-06-30

Filed2026-07-29

ORLY

OREILLY AUTOMOTIVE INC

-1.79%

Shares81.4K

Event2026-06-30

Filed2026-07-29

VMC

VULCAN MATLS CO

-4.38%

Shares25.0K

Event2026-06-30

Filed2026-07-29

MRVL

MARVELL TECHNOLOGY INC

17.28%

Shares24.6K

Event2026-06-30

Filed2026-07-29

CMI

CUMMINS INC

5.18%

Shares10.3K

Event2026-06-30

Filed2026-07-29

IWO

ISHARES TR

-19.07%

Shares18.5K

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD INTL EQUITY INDEX F

8.37%

Shares121.5K

Event2026-06-30

Filed2026-07-29

KKR

KKR & CO INC

1.44%

Shares79.0K

Event2026-06-30

Filed2026-07-29

DELL

DELL TECHNOLOGIES INC

35.60%

Shares16.7K

Event2026-06-30

Filed2026-07-29

KEYS

KEYSIGHT TECHNOLOGIES INC

23.69%

Shares20.6K

Event2026-06-30

Filed2026-07-29

FITB

FIFTH THIRD BANCORP

0.47%

Shares127.4K

Event2026-06-30

Filed2026-07-29

DFEM

DIMENSIONAL ETF TRUST

-6.08%

Shares176.6K

Event2026-06-30

Filed2026-07-29

ANET

ARISTA NETWORKS INC

-2.50%

Shares41.3K

Event2026-06-30

Filed2026-07-29

VOT

VANGUARD INDEX FDS

0.05%

Shares22.7K

Event2026-06-30

Filed2026-07-29

PSX

PHILLIPS 66

7.74%

Shares41.0K

Event2026-06-30

Filed2026-07-29

MPC

MARATHON PETE CORP

1.79%

Shares27.0K

Event2026-06-30

Filed2026-07-29

ITW

ILLINOIS TOOL WKS INC

1.56%

Shares25.2K

Event2026-06-30

Filed2026-07-29

TFC

TRUIST FINL CORP

3.30%

Shares136.3K

Event2026-06-30

Filed2026-07-29

HEI.A

HEICO CORP NEW

-4.42%

Shares26.3K

Event2026-06-30

Filed2026-07-29

FIX

COMFORT SYS USA INC

6.49%

Shares3.4K

Event2026-06-30

Filed2026-07-29

BROOKFIELD CORP

0.46%

Shares156.6K

Event2026-06-30

Filed2026-07-29

COP

CONOCOPHILLIPS

6.65%

Shares63.9K

Event2026-06-30

Filed2026-07-29

S&P GLOBAL INC

-1.34%

Shares16.3K

Event2026-06-30

Filed2026-07-29

TDG

TRANSDIGM GROUP INC

-9.87%

Shares5.0K

Event2026-06-30

Filed2026-07-29

BOEING CO

10.41%

Shares30.5K

Event2026-06-30

Filed2026-07-29

MDLZ

MONDELEZ INTL INC

0.05%

Shares113.9K

Event2026-06-30

Filed2026-07-29

DIA

STATE STR SPDR DOW JONES IND

0.30%

Shares12.5K

Event2026-06-30

Filed2026-07-29

TGT

TARGET CORP

2.54%

Shares49.7K

Event2026-06-30

Filed2026-07-29

GILD

GILEAD SCIENCES INC

-10.25%

Shares51.1K

Event2026-06-30

Filed2026-07-29

AMT

AMERICAN TOWER CORP

3.83%

Shares39.2K

Event2026-06-30

Filed2026-07-29

MCK

MCKESSON CORP

-1.18%

Shares8.5K

Event2026-06-30

Filed2026-07-29

GPC

GENUINE PARTS CO

-33.20%

Shares52.9K

Event2026-06-30

Filed2026-07-29

BANK OF NY MELLON CORP

2.40%

Shares43.1K

Event2026-06-30

Filed2026-07-29

JOHNSON CONTROLS INTERNATION

9.19%

Shares42.5K

Event2026-06-30

Filed2026-07-29

BMY

BRISTOL-MYERS SQUIBB CO

-2.79%

Shares106.9K

Event2026-06-30

Filed2026-07-29

MCO

MOODYS CORP

2.50%

Shares13.5K

Event2026-06-30

Filed2026-07-29

WMB

WILLIAMS COS INC

5.45%

Shares81.4K

Event2026-06-30

Filed2026-07-29

EPD

ENTERPRISE PRODS PARTNERS L

8.43%

Shares164.2K

Event2026-06-30

Filed2026-07-29

AEP

AMERICAN ELEC PWR CO INC

-15.23%

Shares44.1K

Event2026-06-30

Filed2026-07-29

VLO

VALERO ENERGY CORP

9.01%

Shares23.1K

Event2026-06-30

Filed2026-07-29

BKNG

BOOKING HOLDINGS INC

2147.50%

Shares33.8K

Event2026-06-30

Filed2026-07-29

BLACKSTONE INC

5.71%

Shares50.9K

Event2026-06-30

Filed2026-07-29

XLF

SELECT SECTOR SPDR TR

-3.61%

Shares111.4K

Event2026-06-30

Filed2026-07-29

DFAT

DIMENSIONAL ETF TRUST

17.35%

Shares81.5K

Event2026-06-30

Filed2026-07-29

THE CIGNA GROUP

7.75%

Shares20.6K

Event2026-06-30

Filed2026-07-29

SYK

STRYKER CORPORATION

-3.90%

Shares17.8K

Event2026-06-30

Filed2026-07-29

EMXC

ISHARES INC

1.02%

Shares54.4K

Event2026-06-30

Filed2026-07-29

CMCSA

COMCAST CORP NEW

-7.01%

Shares225.0K

Event2026-06-30

Filed2026-07-29

FNDF

SCHWAB STRATEGIC TR

1386.05%

Shares104.4K

Event2026-06-30

Filed2026-07-29

VRTX

VERTEX PHARMACEUTICALS INC

7.56%

Shares11.1K

Event2026-06-30

Filed2026-07-29

CBRE

CBRE GROUP INC

-5.69%

Shares40.8K

Event2026-06-30

Filed2026-07-29

HPE

HEWLETT PACKARD ENTERPRISE C

3.17%

Shares121.1K

Event2026-06-30

Filed2026-07-29

SCHO

SCHWAB STRATEGIC TR

-0.43%

Shares225.8K

Event2026-06-30

Filed2026-07-29

IJT

ISHARES TR

0.61%

Shares30.4K

Event2026-06-30

Filed2026-07-29

TRANE TECHNOLOGIES PLC

11.72%

Shares11.0K

Event2026-06-30

Filed2026-07-29

IQLT

ISHARES TR

313.09%

Shares108.4K

Event2026-06-30

Filed2026-07-29

CDNS

CADENCE DESIGN SYSTEM INC

-5.75%

Shares14.2K

Event2026-06-30

Filed2026-07-29

CRM

SALESFORCE INC

-9.27%

Shares33.9K

Event2026-06-30

Filed2026-07-29

MPWR

MONOLITHIC PWR SYS INC

-12.76%

Shares3.8K

Event2026-06-30

Filed2026-07-29

XLV

SELECT SECTOR SPDR TR

4.21%

Shares32.9K

Event2026-06-30

Filed2026-07-29

IWR

ISHARES TR

4.34%

Shares47.2K

Event2026-06-30

Filed2026-07-29

AZO

AUTOZONE INC

20.12%

Shares1.6K

Event2026-06-30

Filed2026-07-29

3M CO

1.77%

Shares31.9K

Event2026-06-30

Filed2026-07-29

PCAR

PACCAR INC

-12.65%

Shares42.9K

Event2026-06-30

Filed2026-07-29

MSI

MOTOROLA SOLUTIONS INC

-3.15%

Shares12.2K

Event2026-06-30

Filed2026-07-29

DOMINION ENERGY INC

54.06%

Shares73.9K

Event2026-06-30

Filed2026-07-29

UPS

UNITED PARCEL SVCS INC

-0.46%

Shares46.1K

Event2026-06-30

Filed2026-07-29

SCHW

SCHWAB CHARLES CORP

-16.59%

Shares53.7K

Event2026-06-30

Filed2026-07-29

CVS

CVS HEALTH CORP

7.05%

Shares47.8K

Event2026-06-30

Filed2026-07-29

CSX

CSX CORP

3.02%

Shares103.8K

Event2026-06-30

Filed2026-07-29

ASTRAZENECA PLC

New

Shares26.0K

Event2026-06-30

Filed2026-07-29

RSG

REPUBLIC SVCS INC

-23.48%

Shares23.0K

Event2026-06-30

Filed2026-07-29

FREEPORT MCMORAN INC

11.98%

Shares77.5K

Event2026-06-30

Filed2026-07-29

WCN

WASTE CONNECTIONS INC

13.83%

Shares29.2K

Event2026-06-30

Filed2026-07-29

EEM

ISHARES TR

-2.63%

Shares70.9K

Event2026-06-30

Filed2026-07-29

BDX

BECTON DICKINSON & CO

8.51%

Shares31.5K

Event2026-06-30

Filed2026-07-29

IUSG

ISHARES TR

1.57%

Shares25.2K

Event2026-06-30

Filed2026-07-29

SHV

ISHARES TR

1.37%

Shares42.9K

Event2026-06-30

Filed2026-07-29

QUAL

ISHARES TR

20.74%

Shares21.6K

Event2026-06-30

Filed2026-07-29

IJS

ISHARES TR

7.92%

Shares34.5K

Event2026-06-30

Filed2026-07-29

SMH

VANECK ETF TRUST

0.90%

Shares7.1K

Event2026-06-30

Filed2026-07-29

FTNT

FORTINET INC

8.75%

Shares30.3K

Event2026-06-30

Filed2026-07-29

VRT

VERTIV HOLDINGS CO

13.92%

Shares13.7K

Event2026-06-30

Filed2026-07-29

MAR

MARRIOTT INTL INC NEW

-0.37%

Shares12.4K

Event2026-06-30

Filed2026-07-29

PLD

PROLOGIS INC.

1.13%

Shares33.7K

Event2026-06-30

Filed2026-07-29

EIPI

FIRST TR EXCHNG TRADED FD VI

New

Shares208.2K

Event2026-06-30

Filed2026-07-29

XLI

SELECT SECTOR SPDR TR

-1.29%

Shares24.1K

Event2026-06-30

Filed2026-07-29

VHT

VANGUARD WORLD FD

0.03%

Shares14.9K

Event2026-06-30

Filed2026-07-29

SBUX

STARBUCKS CORP

-1.44%

Shares43.4K

Event2026-06-30

Filed2026-07-29

ICSH

ISHARES TR

New

Shares86.4K

Event2026-06-30

Filed2026-07-29

XLY

SELECT SECTOR SPDR TR

-1.66%

Shares37.2K

Event2026-06-30

Filed2026-07-29

IJJ

ISHARES TR

-1.08%

Shares29.4K

Event2026-06-30

Filed2026-07-29

DFAE

DIMENSIONAL ETF TRUST

-1.39%

Shares107.5K

Event2026-06-30

Filed2026-07-29

DATADOG INC

95.24%

Shares16.5K

Event2026-06-30

Filed2026-07-29

EMR

EMERSON ELEC CO

0.44%

Shares30.0K

Event2026-06-30

Filed2026-07-29

LHX

L3HARRIS TECHNOLOGIES INC

8.10%

Shares14.7K

Event2026-06-30

Filed2026-07-29

IYW

ISHARES TR

-1.91%

Shares16.8K

Event2026-06-30

Filed2026-07-29

FMDE

FIDELITY COVINGTON TRUST

New

Shares103.8K

Event2026-06-30

Filed2026-07-29

REALTY INCOME CORP

147.91%

Shares68.0K

Event2026-06-30

Filed2026-07-29

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares45.0K

Event2026-06-30

Filed2026-07-29

WELL

WELLTOWER INC

3.27%

Shares18.4K

Event2026-06-30

Filed2026-07-29

GENERAL MTRS CO

5.61%

Shares54.1K

Event2026-06-30

Filed2026-07-29

ENERGY TRANSFER L P

13.26%

Shares215.5K

Event2026-06-30

Filed2026-07-29

DFIV

DIMENSIONAL ETF TRUST

262.47%

Shares76.0K

Event2026-06-30

Filed2026-07-29

SLV

ISHARES SILVER TR

1.12%

Shares75.6K

Event2026-06-30

Filed2026-07-29

ESGU

ISHARES TR

4.05%

Shares24.5K

Event2026-06-30

Filed2026-07-29

GIS

GENERAL MILLS INC

139.26%

Shares115.2K

Event2026-06-30

Filed2026-07-29

CRWV

COREWEAVE INC

New

Shares39.6K

Event2026-06-30

Filed2026-07-29

VNQ

VANGUARD INDEX FDS

-5.15%

Shares40.7K

Event2026-06-30

Filed2026-07-29

EOG

EOG RES INC

72.37%

Shares29.9K

Event2026-06-30

Filed2026-07-29

NOC

NORTHROP GRUMMAN CORP

-0.28%

Shares7.6K

Event2026-06-30

Filed2026-07-29

SHEL

SHELL PLC

3.42%

Shares49.7K

Event2026-06-30

Filed2026-07-29

MLM

MARTIN MARIETTA MATLS INC

-15.50%

Shares6.6K

Event2026-06-30

Filed2026-07-29

FAST

FASTENAL CO

-7.43%

Shares79.5K

Event2026-06-30

Filed2026-07-29

SERVICENOW INC

-23.25%

Shares38.4K

Event2026-06-30

Filed2026-07-29

PRU

PRUDENTIAL FINL INC

17.39%

Shares35.2K

Event2026-06-30

Filed2026-07-29

KBDC

KAYNE ANDERSON BDC INC

19.06%

Shares280.2K

Event2026-06-30

Filed2026-07-29

APPLOVIN CORP

2.08%

Shares7.4K

Event2026-06-30

Filed2026-07-29

NEM

NEWMONT CORP

-3.40%

Shares40.5K

Event2026-06-30

Filed2026-07-29

ADVISORS INNER CIRCLE FD III

-2.39%

Shares128.5K

Event2026-06-30

Filed2026-07-29

MDY

STATE STR SPDR S&P MIDCAP 40

1.49%

Shares5.3K

Event2026-06-30

Filed2026-07-29

HLT

HILTON WORLDWIDE HLDGS INC

-5.87%

Shares11.3K

Event2026-06-30

Filed2026-07-29

VPL

VANGUARD INTL EQUITY INDEX F

-0.52%

Shares32.2K

Event2026-06-30

Filed2026-07-29

SNPS

SYNOPSYS INC

14.87%

Shares8.4K

Event2026-06-30

Filed2026-07-29

REGIONS FINANCIAL CORP NEW

7.38%

Shares123.3K

Event2026-06-30

Filed2026-07-29

XLE

SELECT SECTOR SPDR TR

69.07%

Shares70.1K

Event2026-06-30

Filed2026-07-29

TER

TERADYNE INC

11.34%

Shares7.6K

Event2026-06-30

Filed2026-07-29

BSV

VANGUARD BD INDEX FDS

8.51%

Shares47.0K

Event2026-06-30

Filed2026-07-29

OBDC

BLUE OWL CAPITAL CORPORATION

5.62%

Shares335.4K

Event2026-06-30

Filed2026-07-29

VIGI

VANGUARD WHITEHALL FDS

7.91%

Shares38.9K

Event2026-06-30

Filed2026-07-29

EQIX

EQUINIX INC

20.26%

Shares3.5K

Event2026-06-30

Filed2026-07-29

SCHV

SCHWAB STRATEGIC TR

8.92%

Shares103.1K

Event2026-06-30

Filed2026-07-29

MET

METLIFE INC

4.18%

Shares42.2K

Event2026-06-30

Filed2026-07-29

BSJQ

INVESCO EXCH TRD SLF IDX FD

0.01%

Shares155.4K

Event2026-06-30

Filed2026-07-29

CGDV

CAPITAL GROUP DIVIDEND VALUE

71.11%

Shares72.2K

Event2026-06-30

Filed2026-07-29

NUE

NUCOR CORP

7.99%

Shares15.9K

Event2026-06-30

Filed2026-07-29

ROST

ROSS STORES INC

13.65%

Shares16.6K

Event2026-06-30

Filed2026-07-29

SCHC

SCHWAB STRATEGIC TR

341.07%

Shares72.7K

Event2026-06-30

Filed2026-07-29

CARR

CARRIER GLOBAL CORPORATION

10.32%

Shares47.4K

Event2026-06-30

Filed2026-07-29

ROYAL CARIBBEAN GROUP

0.31%

Shares10.9K

Event2026-06-30

Filed2026-07-29

TMUS

T-MOBILE US INC

-0.21%

Shares20.7K

Event2026-06-30

Filed2026-07-29

TEL

TE CONNECTIVITY PLC

9.68%

Shares17.1K

Event2026-06-30

Filed2026-07-29

KMI

KINDER MORGAN INC DEL

-3.28%

Shares107.1K

Event2026-06-30

Filed2026-07-29

TOTL

SSGA ACTIVE ETF TR

-11.42%

Shares85.4K

Event2026-06-30

Filed2026-07-29

EFX

EQUIFAX INC

-2.04%

Shares20.9K

Event2026-06-30

Filed2026-07-29

VONV

VANGUARD SCOTTSDALE FDS

0.08%

Shares31.1K

Event2026-06-30

Filed2026-07-29

ZILLOW GROUP INC

-48.86%

Shares103.7K

Event2026-06-30

Filed2026-07-29

EME

EMCOR GROUP INC

3.04%

Shares3.9K

Event2026-06-30

Filed2026-07-29

IBIT

ISHARES BITCOIN TRUST ETF

-1.16%

Shares96.7K

Event2026-06-30

Filed2026-07-29

ETR

ENTERGY CORP NEW

5.71%

Shares27.6K

Event2026-06-30

Filed2026-07-29

ABNB

AIRBNB INC

18.24%

Shares22.1K

Event2026-06-30

Filed2026-07-29

DHI

D R HORTON INC

0.77%

Shares19.4K

Event2026-06-30

Filed2026-07-29

STIP

ISHARES TR

New

Shares30.8K

Event2026-06-30

Filed2026-07-29

AKRE

PROFESIONALLY MANAGED PORTFO

1.59%

Shares58.7K

Event2026-06-30

Filed2026-07-29

SUSL

ISHARES TR

23.02%

Shares23.4K

Event2026-06-30

Filed2026-07-29

SUSA

ISHARES TR

-0.72%

Shares20.1K

Event2026-06-30

Filed2026-07-29

TRMK

TRUSTMARK CORP

1.53%

Shares67.3K

Event2026-06-30

Filed2026-07-29

AON

AON PLC

23.57%

Shares9.3K

Event2026-06-30

Filed2026-07-29

OKE

ONEOK INC NEW

13.99%

Shares35.3K

Event2026-06-30

Filed2026-07-29

NVS

NOVARTIS AG

6.76%

Shares19.5K

Event2026-06-30

Filed2026-07-29

SYY

SYSCO CORP

18.54%

Shares36.5K

Event2026-06-30

Filed2026-07-29

CEG

CONSTELLATION ENERGY CORP

4.83%

Shares12.3K

Event2026-06-30

Filed2026-07-29

FENI

FIDELITY COVINGTON TRUST

New

Shares75.5K

Event2026-06-30

Filed2026-07-29

TRGP

TARGA RES CORP

0.74%

Shares11.2K

Event2026-06-30

Filed2026-07-29

VGSH

VANGUARD SCOTTSDALE FDS

-31.23%

Shares51.4K

Event2026-06-30

Filed2026-07-29

EBAY

EBAY INC.

19.29%

Shares26.8K

Event2026-06-30

Filed2026-07-29

MKL

MARKEL GROUP INC

-3.84%

Shares1.5K

Event2026-06-30

Filed2026-07-29

DOV

DOVER CORP

18.25%

Shares13.3K

Event2026-06-30

Filed2026-07-29

AMERIPRISE FINL INC

-12.87%

Shares6.5K

Event2026-06-30

Filed2026-07-29

CNC

CENTENE CORP DEL

3.97%

Shares45.8K

Event2026-06-30

Filed2026-07-29

VSS

VANGUARD INTL EQUITY INDEX F

159.67%

Shares18.9K

Event2026-06-30

Filed2026-07-29

MAA

MID-AMER APT CMNTYS INC

36.99%

Shares20.3K

Event2026-06-30

Filed2026-07-29

AIQ

GLOBAL X FDS

2.36%

Shares42.8K

Event2026-06-30

Filed2026-07-29

MSCI

MSCI INC

-4.79%

Shares5.0K

Event2026-06-30

Filed2026-07-29

HWM

HOWMET AEROSPACE INC

-6.38%

Shares10.4K

Event2026-06-30

Filed2026-07-29

AJG

GALLAGHER ARTHUR J & CO

25.43%

Shares12.2K

Event2026-06-30

Filed2026-07-29

ZOETIS INC

189.98%

Shares38.8K

Event2026-06-30

Filed2026-07-29

SLDE

SLIDE INS HLDGS INC

-83.93%

Shares143.4K

Event2026-06-30

Filed2026-07-29

AGILENT TECHNOLOGIES INC

39.15%

Shares20.9K

Event2026-06-30

Filed2026-07-29

CAH

CARDINAL HEALTH INC

-5.75%

Shares11.6K

Event2026-06-30

Filed2026-07-29

BWIN

THE BALDWIN INSURANCE GRP IN

38.65%

Shares103.2K

Event2026-06-30

Filed2026-07-29

DSI

ISHARES TR

-0.54%

Shares19.2K

Event2026-06-30

Filed2026-07-29

ODFL

OLD DOMINION FREIGHT LINE IN

-12.61%

Shares12.6K

Event2026-06-30

Filed2026-07-29

MMC

MARSH & MCLENNAN COS INC

-10.36%

Shares16.3K

Event2026-06-30

Filed2026-07-29

MICROCHIP TECHNOLOGY INC.

1.74%

Shares29.7K

Event2026-06-30

Filed2026-07-29

GARP

ISHARES TR

New

Shares32.6K

Event2026-06-30

Filed2026-07-29

USMV

ISHARES TR

33.67%

Shares27.9K

Event2026-06-30

Filed2026-07-29

GPN

GLOBAL PMTS INC

7.65%

Shares37.0K

Event2026-06-30

Filed2026-07-29

BKR

BAKER HUGHES COMPANY

0.19%

Shares48.1K

Event2026-06-30

Filed2026-07-29

VOOG

VANGUARD ADMIRAL FDS INC

2047.23%

Shares32.2K

Event2026-06-30

Filed2026-07-29

PKG

PACKAGING CORP AMER

2.85%

Shares11.2K

Event2026-06-30

Filed2026-07-29

ROOT

ROOT INC

0.31%

Shares47.4K

Event2026-06-30

Filed2026-07-29

ESGE

ISHARES INC

7.22%

Shares48.2K

Event2026-06-30

Filed2026-07-29

AVMC

AMERICAN CENTY ETF TR

-3.96%

Shares32.7K

Event2026-06-30

Filed2026-07-29

AIG

AMERICAN INTL GROUP INC

11.67%

Shares35.2K

Event2026-06-30

Filed2026-07-29

HOOD

ROBINHOOD MKTS INC

11.95%

Shares25.8K

Event2026-06-30

Filed2026-07-29

CMS

CMS ENERGY CORP

4.53%

Shares33.8K

Event2026-06-30

Filed2026-07-29

NVT

NVENT ELEC PLC

18.18%

Shares15.2K

Event2026-06-30

Filed2026-07-29

JBL

JABIL INC

11.03%

Shares6.7K

Event2026-06-30

Filed2026-07-29

CFG

CITIZENS FINL GROUP INC

-3.32%

Shares36.7K

Event2026-06-30

Filed2026-07-29

DGX

QUEST DIAGNOSTICS INC

0.74%

Shares12.1K

Event2026-06-30

Filed2026-07-29

EDWARDS LIFESCIENCES CORP

-2.59%

Shares28.2K

Event2026-06-30

Filed2026-07-29

VCIT

VANGUARD SCOTTSDALE FDS

242.88%

Shares30.8K

Event2026-06-30

Filed2026-07-29

EVERSOURCE ENERGY

47.66%

Shares35.1K

Event2026-06-30

Filed2026-07-29

AVSC

AMERICAN CENTY ETF TR

22.79%

Shares34.3K

Event2026-06-30

Filed2026-07-29

HCA

HCA HEALTHCARE INC

-16.59%

Shares6.4K

Event2026-06-30

Filed2026-07-29

JIRE

J P MORGAN EXCHANGE TRADED F

-0.15%

Shares30.4K

Event2026-06-30

Filed2026-07-29

MACYS INC

0.71%

Shares106.5K

Event2026-06-30

Filed2026-07-29

WDAY

WORKDAY INC

181.01%

Shares20.3K

Event2026-06-30

Filed2026-07-29

BSX

BOSTON SCIENTIFIC CORP

2.69%

Shares58.2K

Event2026-06-30

Filed2026-07-29

EFV

ISHARES TR

76.25%

Shares32.4K

Event2026-06-30

Filed2026-07-29

VTEB

VANGUARD MUN BD FDS

40.37%

Shares48.6K

Event2026-06-30

Filed2026-07-29

XLC

SELECT SECTOR SPDR TR

2.18%

Shares22.9K

Event2026-06-30

Filed2026-07-29

UNILEVER PLC

-17.33%

Shares40.8K

Event2026-06-30

Filed2026-07-29

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

17.59%

Shares9.7K

Event2026-06-30

Filed2026-07-29

ADM

ARCHER DANIELS MIDLAND CO

-0.17%

Shares31.6K

Event2026-06-30

Filed2026-07-29

CIEN

CIENA CORP

5.30%

Shares4.9K

Event2026-06-30

Filed2026-07-29

MFC

MANULIFE FINL CORP

1.03%

Shares58.8K

Event2026-06-30

Filed2026-07-29

DLR

DIGITAL RLTY TR INC

3.55%

Shares13.2K

Event2026-06-30

Filed2026-07-29

SLB

SLB LIMITED

22.74%

Shares50.8K

Event2026-06-30

Filed2026-07-29

SNOWFLAKE INC

4.17%

Shares9.3K

Event2026-06-30

Filed2026-07-29

PRF

INVESCO EXCHANGE TRADED FD T

21.08%

Shares43.6K

Event2026-06-30

Filed2026-07-29

GWW

WW GRAINGER INC

2.81%

Shares1.7K

Event2026-06-30

Filed2026-07-29

STT

STATE STR CORP

4.09%

Shares13.7K

Event2026-06-30

Filed2026-07-29

YUM

YUM BRANDS INC

-2.16%

Shares14.5K

Event2026-06-30

Filed2026-07-29

GBDC

GOLUB CAP BDC INC

20.21%

Shares179.5K

Event2026-06-30

Filed2026-07-29

CONSOLIDATED EDISON INC

11.60%

Shares20.9K

Event2026-06-30

Filed2026-07-29

GRBK

GREEN BRICK PARTNERS INC

1.26%

Shares28.8K

Event2026-06-30

Filed2026-07-29

BOXX

EA SERIES TRUST

-22.49%

Shares19.6K

Event2026-06-30

Filed2026-07-29

GNR

SPDR INDEX SHS FDS

-2.06%

Shares34.0K

Event2026-06-30

Filed2026-07-29

J P MORGAN EXCHANGE TRADED F

51.40%

Shares37.2K

Event2026-06-30

Filed2026-07-29

VXF

VANGUARD INDEX FDS

0.18%

Shares9.3K

Event2026-06-30

Filed2026-07-29

BMO

BANK MONTREAL MEDIUM

35.73%

Shares12.9K

Event2026-06-30

Filed2026-07-29

VCR

VANGUARD WORLD FD

0.02%

Shares5.7K

Event2026-06-30

Filed2026-07-29

AME

AMETEK INC

5.03%

Shares9.4K

Event2026-06-30

Filed2026-07-29

CLOUDFLARE INC

40.36%

Shares9.2K

Event2026-06-30

Filed2026-07-29

HBAN

HUNTINGTON BANCSHARES INC

23.14%

Shares125.3K

Event2026-06-30

Filed2026-07-29

JBHT

HUNT J B TRANS SVCS INC

12.43%

Shares7.7K

Event2026-06-30

Filed2026-07-29

IDEXX LABS INC

-2.57%

Shares4.2K

Event2026-06-30

Filed2026-07-29

LPLA

LPL FINL HLDGS INC

-0.18%

Shares7.8K

Event2026-06-30

Filed2026-07-29

ACUITY INC

24.97%

Shares5.8K

Event2026-06-30

Filed2026-07-29

HUM

HUMANA INC

21.83%

Shares5.5K

Event2026-06-30

Filed2026-07-29

WAB

WABTEC

-1.96%

Shares8.1K

Event2026-06-30

Filed2026-07-29

VDE

VANGUARD WORLD FD

7.19%

Shares14.5K

Event2026-06-30

Filed2026-07-29

LUMENTUM HLDGS INC

16.83%

Shares2.5K

Event2026-06-30

Filed2026-07-29

SHY

ISHARES TR

4.87%

Shares26.3K

Event2026-06-30

Filed2026-07-29

RYAN

RYAN SPECIALTY HOLDINGS INC

3.99%

Shares57.0K

Event2026-06-30

Filed2026-07-29

FRPH

FRP HLDGS INC

0.75%

Shares84.8K

Event2026-06-30

Filed2026-07-29

DVN

DEVON ENERGY CORP NEW

70.10%

Shares50.9K

Event2026-06-30

Filed2026-07-29

SAIC

SCIENCE APPLICATIONS INTL CO

1.17%

Shares19.0K

Event2026-06-30

Filed2026-07-29

SRE

SEMPRA

7.93%

Shares22.6K

Event2026-06-30

Filed2026-07-29

ROK

ROCKWELL AUTOMATION INC

11.93%

Shares4.2K

Event2026-06-30

Filed2026-07-29

COR

CENCORA INC

-1.70%

Shares7.4K

Event2026-06-30

Filed2026-07-29

MGMT

UNIFIED SER TR

0.00%

Shares40.7K

Event2026-06-30

Filed2026-07-29

TPL

TEXAS PACIFIC LAND CORPORATI

5.64%

Shares4.7K

Event2026-06-30

Filed2026-07-29

TTE

TOTALENERGIES SE

0.94%

Shares26.3K

Event2026-06-30

Filed2026-07-29

CME

CME GROUP INC

-12.56%

Shares9.3K

Event2026-06-30

Filed2026-07-29

EXC

EXELON CORP

4.45%

Shares43.7K

Event2026-06-30

Filed2026-07-29

MNST

MONSTER BEVERAGE CORP NEW

-0.48%

Shares21.2K

Event2026-06-30

Filed2026-07-29

VLTO

VERALTO CORP

-26.03%

Shares22.9K

Event2026-06-30

Filed2026-07-29

GRMN

GARMIN LTD

11.37%

Shares8.6K

Event2026-06-30

Filed2026-07-29

CRS

CARPENTER TECHNOLOGY CORP

67.93%

Shares3.3K

Event2026-06-30

Filed2026-07-29

CSGP

COSTAR GROUP INC

7.37%

Shares71.4K

Event2026-06-30

Filed2026-07-29

PCG

PG&E CORP

17.41%

Shares120.1K

Event2026-06-30

Filed2026-07-29

NBIS

NEBIUS GROUP N.V.

3.16%

Shares7.3K

Event2026-06-30

Filed2026-07-29

CORTEVA INC

0.54%

Shares23.8K

Event2026-06-30

Filed2026-07-29

KMB

KIMBERLY-CLARK CORP

20.57%

Shares18.4K

Event2026-06-30

Filed2026-07-29

PAPR

INNOVATOR ETFS TRUST

88.37%

Shares47.6K

Event2026-06-30

Filed2026-07-29

NKE

NIKE INC

-10.77%

Shares48.8K

Event2026-06-30

Filed2026-07-29

XEL

XCEL ENERGY INC

-3.64%

Shares24.8K

Event2026-06-30

Filed2026-07-29

GUIDEWIRE SOFTWARE INC

-12.46%

Shares16.1K

Event2026-06-30

Filed2026-07-29

OXY

OCCIDENTAL PETE CORP

15.06%

Shares40.6K

Event2026-06-30

Filed2026-07-29

IRM

IRON MTN INC DEL

1.11%

Shares15.6K

Event2026-06-30

Filed2026-07-29

MTUM

ISHARES TR

-3.73%

Shares5.7K

Event2026-06-30

Filed2026-07-29

SOUTHSTATE BK CORP

7.76%

Shares19.4K

Event2026-06-30

Filed2026-07-29

VIS

VANGUARD WORLD FD

-0.06%

Shares5.4K

Event2026-06-30

Filed2026-07-29

PEG

PUBLIC SVC ENTERPRISE GROUP

18.44%

Shares23.9K

Event2026-06-30

Filed2026-07-29

ADOBE INC

-43.23%

Shares9.4K

Event2026-06-30

Filed2026-07-29

VCSH

VANGUARD SCOTTSDALE FDS

-5.38%

Shares24.4K

Event2026-06-30

Filed2026-07-29

CNA

CNA FINL CORP

81.31%

Shares39.5K

Event2026-06-30

Filed2026-07-29

NXP SEMICONDUCTORS N V

4.69%

Shares6.8K

Event2026-06-30

Filed2026-07-29

VOX

VANGUARD WORLD FD

-15.98%

Shares10.3K

Event2026-06-30

Filed2026-07-29

DFGR

DIMENSIONAL ETF TRUST

New

Shares64.9K

Event2026-06-30

Filed2026-07-29

ARES CAPITAL CORP

-33.43%

Shares101.3K

Event2026-06-30

Filed2026-07-29

LAMR

LAMAR ADVERTISING CO

14.03%

Shares12.0K

Event2026-06-30

Filed2026-07-29

AVSU

AMERICAN CENTY ETF TR

0.01%

Shares21.1K

Event2026-06-30

Filed2026-07-29

TPR

TAPESTRY INC

-0.14%

Shares12.8K

Event2026-06-30

Filed2026-07-29

PAYX

PAYCHEX INC

11.96%

Shares19.0K

Event2026-06-30

Filed2026-07-29

UAL

UNITED AIRLS HLDGS INC

5.47%

Shares13.7K

Event2026-06-30

Filed2026-07-29

SPG

SIMON PPTY GROUP INC NEW

1.02%

Shares8.3K

Event2026-06-30

Filed2026-07-29

BAPR

INNOVATOR ETFS TRUST

127.30%

Shares34.8K

Event2026-06-30

Filed2026-07-29

VTES

VANGUARD WELLINGTON FD

-14.63%

Shares18.3K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

STATE STR SPDR S&P 500 ETF T Call CallSTATE STR SPDR S&P 500 ETF T1.8K shares-85.37%2026-06-302026-07-29

NVDA Call CallNVIDIA CORPORATION1.0K sharesnew addition2026-06-302026-07-29

ON SEMICONDUCTOR CORP Call CallON SEMICONDUCTOR CORP100 shares-50.00%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T Call

STATE STR SPDR S&P 500 ETF T

-85.37%

Shares1.8K

Event2026-06-30

Filed2026-07-29

NVDA Call

NVIDIA CORPORATION

New

Shares1.0K

Event2026-06-30

Filed2026-07-29

ON SEMICONDUCTOR CORP Call

ON SEMICONDUCTOR CORP

-50.00%

Shares100

Event2026-06-30

Filed2026-07-29

Put Option Holdings

AAPL Put PutAPPLE INC15.7K shares-30.22%2026-06-302026-07-29

NVDA Put PutNVIDIA CORPORATION17.1K shares-7.07%2026-06-302026-07-29

TROW Put PutPRICE T ROWE GROUP INC30.0K shares0.00%2026-06-302026-07-29

JPMORGAN CHASE & CO Put PutJPMORGAN CHASE & CO6.0K shares0.00%2026-06-302026-07-29

AMZN Put PutAMAZON COM INC7.9K shares0.00%2026-06-302026-07-29

NUE Put PutNUCOR CORP5.4K shares-12.90%2026-06-302026-07-29

CTSH Put PutCOGNIZANT TECHNOLOGY SOLUTIO24.3K shares224.00%2026-06-302026-07-29

INFY Put PutINFOSYS LTD86.2K shares260.67%2026-06-302026-07-29

EPAM Put PutEPAM SYS INC11.3K shares465.00%2026-06-302026-07-29

PRU Put PutPRUDENTIAL FINL INC7.9K shares0.00%2026-06-302026-07-29

MKC Put PutMCCORMICK & CO INC13.8K shares-80.67%2026-06-302026-07-29

BROADCOM INC Put PutBROADCOM INC700 shares0.00%2026-06-302026-07-29

SYK Put PutSTRYKER CORPORATION800 shares0.00%2026-06-302026-07-29

FI Put PutFISERV INC1.7K shares0.00%2026-06-302026-07-29

UAA Put PutUNDER ARMOUR INC100 sharesnew addition2026-06-302026-07-29

AAPL Put

APPLE INC

-30.22%

Shares15.7K

Event2026-06-30

Filed2026-07-29

NVDA Put

NVIDIA CORPORATION

-7.07%

Shares17.1K

Event2026-06-30

Filed2026-07-29

TROW Put

PRICE T ROWE GROUP INC

0.00%

Shares30.0K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO Put

JPMORGAN CHASE & CO

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-29

AMZN Put

AMAZON COM INC

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-29

NUE Put

NUCOR CORP

-12.90%

Shares5.4K

Event2026-06-30

Filed2026-07-29

CTSH Put

COGNIZANT TECHNOLOGY SOLUTIO

224.00%

Shares24.3K

Event2026-06-30

Filed2026-07-29

INFY Put

INFOSYS LTD

260.67%

Shares86.2K

Event2026-06-30

Filed2026-07-29

EPAM Put

EPAM SYS INC

465.00%

Shares11.3K

Event2026-06-30

Filed2026-07-29

PRU Put

PRUDENTIAL FINL INC

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-29

MKC Put

MCCORMICK & CO INC

-80.67%

Shares13.8K

Event2026-06-30

Filed2026-07-29

BROADCOM INC Put

BROADCOM INC

0.00%

Shares700

Event2026-06-30

Filed2026-07-29

SYK Put

STRYKER CORPORATION

0.00%

Shares800

Event2026-06-30

Filed2026-07-29

FI Put

FISERV INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-29

UAA Put

UNDER ARMOUR INC

New

Shares100

Event2026-06-30

Filed2026-07-29