Sponsored

The Analysis of Phillips Wealth Planners LLC's Holdings & P&L

Currently, Phillips Wealth Planners LLC holds 217 types of securities in its portfolio with a total value $135.8M. In the most recent quarter, they have increased their positions in IEUR (+6.7K shares, valued at $505.6K), XLB (+8.9K shares, valued at $460.9K), NVDA (+1.9K shares, valued at $372.0K); decreased their positions in XLC (-2.4K shares, valued at $271.7K), GLW (-1.4K shares, valued at $253.1K), VOO (-349 shares, valued at $239.8K); initiated new positions in XLB (+8.9K shares, valued at $460.9K), TEL (+1.6K shares, valued at $307.2K), SYK (+843 shares, valued at $278.0K).

1M P&L

+1.7M+1.51%

3M P&L

+1.4M+1.27%

HY P&L

+1.6M+1.47%

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/A26.7M

23.6%

2Semiconductors5.5M

4.9%

3Drug Manufacturers - General5.2M

4.6%

Top Industries by Stock Count

1N/A25 stocks

13.7%

2Semiconductors7 stocks

3.8%

3Drug Manufacturers - General7 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS9.1K shares-3.70%2026-06-302026-08-07

MSFT MICROSOFT CORP9.1K shares4.90%2026-06-302026-08-07

BROADCOM INC BROADCOM INC6.8K shares0.35%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO7.3K shares0.18%2026-06-302026-08-07

XLK SELECT SECTOR SPDR TR13.7K shares-0.12%2026-06-302026-08-07

IEUR ISHARES TR28.7K shares30.38%2026-06-302026-08-07

AAPL APPLE INC6.5K shares2.26%2026-06-302026-08-07

ABBVIE INC ABBVIE INC7.6K shares12.67%2026-06-302026-08-07

Sponsored

XLF SELECT SECTOR SPDR TR34.0K shares3.71%2026-06-302026-08-07

WMT WALMART INC17.0K shares0.19%2026-06-302026-08-07

VEU VANGUARD INTL EQUITY INDEX F21.3K shares3.04%2026-06-302026-08-07

WMB WILLIAMS COS INC23.4K shares0.49%2026-06-302026-08-07

TJX TJX COS INC NEW11.0K shares-1.17%2026-06-302026-08-07

GOOGL ALPHABET INC4.6K shares1.57%2026-06-302026-08-07

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON5.6K shares11.76%2026-06-302026-08-07

Sponsored

CVX CHEVRON CORPORATION8.3K shares9.58%2026-06-302026-08-07

PNC PNC FINL SVCS GROUP INC5.5K shares-7.04%2026-06-302026-08-07

AMD ADVANCED MICRO DEVICES INC2.7K shares0.41%2026-06-302026-08-07

PM PHILIP MORRIS INTL INC7.4K shares5.08%2026-06-302026-08-07

SGOV ISHARES TR13.6K shares-10.83%2026-06-302026-08-07

TXN TEXAS INSTRS INC4.6K shares-5.50%2026-06-302026-08-07

HD HOME DEPOT INC3.8K shares0.82%2026-06-302026-08-07

DUK DUKE ENERGY CORP NEW10.2K shares-9.10%2026-06-302026-08-07

Sponsored

MCD MCDONALDS CORP4.6K shares2.81%2026-06-302026-08-07

ISHARES TR ISHARES TR13.1K shares-2.57%2026-06-302026-08-07

XLV SELECT SECTOR SPDR TR7.5K shares9.51%2026-06-302026-08-07

KO COCA COLA CO14.5K shares-4.30%2026-06-302026-08-07

VISA INC VISA INC3.3K shares-8.10%2026-06-302026-08-07

GS GOLDMAN SACHS GROUP INC1.1K shares-14.78%2026-06-302026-08-07

ASTRAZENECA PLC ASTRAZENECA PLC5.6K shares-0.11%2026-06-302026-08-07

AMGN AMGEN INC2.9K shares-1.95%2026-06-302026-08-07

Sponsored

CME CME GROUP INC4.4K shares13.93%2026-06-302026-08-07

PG PROCTER & GAMBLE CO6.9K shares9.97%2026-06-302026-08-07

MEDTRONIC PLC MEDTRONIC PLC12.2K shares2.01%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC1.6K shares21.98%2026-06-302026-08-07

IJR ISHARES TR6.7K shares-2.40%2026-06-302026-08-07

TTE TOTALENERGIES SE12.4K shares-0.59%2026-06-302026-08-07

NVDA NVIDIA CORPORATION4.9K shares62.67%2026-06-302026-08-07

XLC SELECT SECTOR SPDR TR8.5K shares-22.30%2026-06-302026-08-07

Sponsored

WFC WELLS FARGO & CO10.6K shares-16.50%2026-06-302026-08-07

IBM INTERNATIONAL BUSINESS MACHS3.0K shares-0.44%2026-06-302026-08-07

UNP UNION PAC CORP3.2K shares9.43%2026-06-302026-08-07

SBUX STARBUCKS CORP8.3K shares8.83%2026-06-302026-08-07

MRK MERCK & CO INC6.7K shares28.61%2026-06-302026-08-07

APD AIR PRODUCTS AND CHEMICALS I2.7K shares-11.42%2026-06-302026-08-07

ABT ABBOTT LABORATORIES8.4K shares5.50%2026-06-302026-08-07

AMZN AMAZON COM INC3.2K shares3.79%2026-06-302026-08-07

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC1.8K shares1.44%2026-06-302026-08-07

TSLA TESLA INC1.9K shares0.36%2026-06-302026-08-07

AFL AFLAC INC6.4K shares0.00%2026-06-302026-08-07

CAT CATERPILLAR INC795 shares-1.97%2026-06-302026-08-07

VIG VANGUARD SPECIALIZED FUNDS3.1K shares-0.51%2026-06-302026-08-07

APH AMPHENOL CORP4.5K shares4.55%2026-06-302026-08-07

LIN LINDE PLC1.3K shares11.31%2026-06-302026-08-07

GEV GE VERNOVA INC650 shares1.09%2026-06-302026-08-07

Sponsored

RPRX ROYALTY PHARMA PLC11.9K shares7.55%2026-06-302026-08-07

LLY ELI LILLY & CO554 shares32.54%2026-06-302026-08-07

EQIX EQUINIX INC666 shares14.04%2026-06-302026-08-07

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.5K shares13.64%2026-06-302026-08-07

BLK BLACKROCK INC630 shares18.42%2026-06-302026-08-07

NEXTERA ENERGY INC NEXTERA ENERGY INC7.1K shares2.24%2026-06-302026-08-07

TT TRANE TECHNOLOGIES PLC1.3K shares0.23%2026-06-302026-08-07

ISHARES TR ISHARES TR6.4K shares-1.45%2026-06-302026-08-07

Sponsored

BTI BRITISH AMERN TOB PLC10.0K shares-5.98%2026-06-302026-08-07

CHUBB LIMITED CHUBB LIMITED1.7K shares0.52%2026-06-302026-08-07

ETN EATON CORP PLC1.5K shares0.92%2026-06-302026-08-07

WEC WEC ENERGY GROUP INC5.1K shares5.72%2026-06-302026-08-07

AXP AMERICAN EXPRESS CO1.7K shares-6.96%2026-06-302026-08-07

PEP PEPSICO INC4.0K shares5.81%2026-06-302026-08-07

VZ VERIZON COMMUNICATIONS INC13.5K shares3.72%2026-06-302026-08-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION600 shares-0.33%2026-06-302026-08-07

Sponsored

DE DEERE & CO939 shares34.91%2026-06-302026-08-07

ASML ASML HLDG NV322 shares0.00%2026-06-302026-08-07

RSG REPUBLIC SVCS INC2.5K shares5.20%2026-06-302026-08-07

ICE INTERCONTINENTAL EXCHANGE IN4.1K shares16.30%2026-06-302026-08-07

UL UNILEVER PLC9.0K shares-0.56%2026-06-302026-08-07

WSO WATSCO INC1.4K shares4.84%2026-06-302026-08-07

ORACLE CORP ORACLE CORP3.8K shares12.41%2026-06-302026-08-07

AMT AMERICAN TOWER CORP3.1K shares-0.42%2026-06-302026-08-07

Sponsored

IBB ISHARES TR2.5K shares5.13%2026-06-302026-08-07

RY ROYAL BK CDA2.4K shares0.63%2026-06-302026-08-07

T AT&T INC22.8K shares-20.24%2026-06-302026-08-07

ARK ETF TR ARK ETF TR5.9K shares-1.16%2026-06-302026-08-07

BIL SPDR SERIES TRUST5.2K shares-4.00%2026-06-302026-08-07

WELL WELLTOWER INC2.0K shares-0.45%2026-06-302026-08-07

GILD GILEAD SCIENCES INC3.5K shares-0.75%2026-06-302026-08-07

IYT ISHARES TR5.4K shares-1.33%2026-06-302026-08-07

Sponsored

XLY SELECT SECTOR SPDR TR4.0K shares5.44%2026-06-302026-08-07

MDLZ MONDELEZ INTL INC7.7K shares16.27%2026-06-302026-08-07

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR10.1K shares16.38%2026-06-302026-08-07

XLB SELECT SECTOR SPDR TR8.9K sharesnew addition2026-06-302026-08-07

IGM ISHARES TR2.9K shares-15.21%2026-06-302026-08-07

PGR PROGRESSIVE CORP1.9K shares0.26%2026-06-302026-08-07

IJH ISHARES TR5.9K shares-4.56%2026-06-302026-08-07

EWBC EAST WEST BANCORP INC3.4K shares-1.10%2026-06-302026-08-07

Sponsored

STE STERIS PLC2.1K shares-34.85%2026-06-302026-08-07

IFF INTERNATIONAL FLAVORS&FRAGRA5.4K shares-0.06%2026-06-302026-08-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED826 shares1.10%2026-06-302026-08-07

DKS DICKS SPORTING GOODS INC2.0K shares3.43%2026-06-302026-08-07

IEMG ISHARES INC5.3K shares-3.57%2026-06-302026-08-07

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V1.5K shares-0.06%2026-06-302026-08-07

ADI ANALOG DEVICES INC1.1K shares-2.63%2026-06-302026-08-07

CRM SALESFORCE INC2.4K shares-3.89%2026-06-302026-08-07

Sponsored

KMI KINDER MORGAN INC DEL12.7K shares-0.36%2026-06-302026-08-07

RJF RAYMOND JAMES FINL INC2.4K shares0.00%2026-06-302026-08-07

PAYX PAYCHEX INC3.8K shares-2.77%2026-06-302026-08-07

AXS AXIS CAP HLDGS LTD3.3K shares-0.82%2026-06-302026-08-07

PSA PUBLIC STORAGE1.1K shares0.09%2026-06-302026-08-07

VANGUARD INDEX FDS VANGUARD INDEX FDS980 shares0.93%2026-06-302026-08-07

OKE ONEOK INC NEW4.0K shares-0.13%2026-06-302026-08-07

MS MORGAN STANLEY1.6K shares-4.08%2026-06-302026-08-07

Sponsored

FANG DIAMONDBACK ENERGY INC2.0K shares-3.30%2026-06-302026-08-07

CMS CMS ENERGY CORP4.6K shares34.26%2026-06-302026-08-07

KLAC KLA CORP1.6K shares711.82%2026-06-302026-08-07

IDA IDACORP INC2.3K shares-10.50%2026-06-302026-08-07

SHEL SHELL PLC4.3K shares0.42%2026-06-302026-08-07

PCAR PACCAR INC2.8K shares39.75%2026-06-302026-08-07

RELX RELX PLC10.7K shares-0.54%2026-06-302026-08-07

ALL ALLSTATE CORP1.4K shares-1.28%2026-06-302026-08-07

Sponsored

DRI DARDEN RESTAURANTS INC1.7K shares-0.76%2026-06-302026-08-07

VPL VANGUARD INTL EQUITY INDEX F3.1K shares-3.42%2026-06-302026-08-07

USMV ISHARES TR3.5K shares1.93%2026-06-302026-08-07

ROP ROPER TECHNOLOGIES INC942 shares39.97%2026-06-302026-08-07

GLW CORNING INC1.8K shares-42.59%2026-06-302026-08-07

TFC TRUIST FINL CORP6.6K shares-29.01%2026-06-302026-08-07

CARILLON SER TR CARILLON SER TR11.6K shares0.00%2026-06-302026-08-07

EMR EMERSON ELEC CO2.4K shares0.25%2026-06-302026-08-07

Sponsored

RPM RPM INTL INC3.1K shares-0.19%2026-06-302026-08-07

ROK ROCKWELL AUTOMATION INC706 shares-0.14%2026-06-302026-08-07

LRCX LAM RESEARCH CORP1.0K shares13.41%2026-06-302026-08-07

AMCOR PLC AMCOR PLC7.4K shares-0.80%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL656 shares0.00%2026-06-302026-08-07

USB US BANCORP5.3K shares-2.63%2026-06-302026-08-07

SNA SNAP ON INC803 shares-0.50%2026-06-302026-08-07

QCOM QUALCOMM INC1.8K shares24.88%2026-06-302026-08-07

Sponsored

QSR RESTAURANT BRANDS INTL INC4.4K shares-0.05%2026-06-302026-08-07

ADP AUTOMATIC DATA PROCESSING IN1.3K shares15.04%2026-06-302026-08-07

VYM VANGUARD WHITEHALL FDS2.0K shares-1.55%2026-06-302026-08-07

SNY SANOFI SA7.6K shares-2.98%2026-06-302026-08-07

EPD ENTERPRISE PRODS PARTNERS L8.6K shares-0.80%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T433 shares-2.48%2026-06-302026-08-07

WASTE MGMT INC DEL WASTE MGMT INC DEL1.4K shares0.44%2026-06-302026-08-07

TRNO TERRENO RLTY CORP4.6K shares-0.09%2026-06-302026-08-07

Sponsored

CISCO SYS INC CISCO SYS INC2.8K shares-14.52%2026-06-302026-08-07

MKS INC. MKS INC.896 shares-33.23%2026-06-302026-08-07

FDX FEDEX CORP982 shares-23.34%2026-06-302026-08-07

TEL TE CONNECTIVITY PLC1.6K sharesnew addition2026-06-302026-08-07

ENB ENBRIDGE INC5.5K shares-5.48%2026-06-302026-08-07

S&P GLOBAL INC S&P GLOBAL INC682 shares0.59%2026-06-302026-08-07

MPC MARATHON PETE CORP1.1K shares-0.09%2026-06-302026-08-07

EXPD EXPEDITORS INTL WASH INC1.8K shares-0.67%2026-06-302026-08-07

Sponsored

ATO ATMOS ENERGY CORP1.6K shares1.13%2026-06-302026-08-07

APPLIED MATLS INC APPLIED MATLS INC517 shares-4.08%2026-06-302026-08-07

FE FIRSTENERGY CORP5.8K shares-2.54%2026-06-302026-08-07

NWE NORTHWESTERN ENERGY GROUP IN4.0K shares-1.03%2026-06-302026-08-07

SYK STRYKER CORPORATION843 sharesnew addition2026-06-302026-08-07

EGP EASTGROUP PPTYS INC1.3K shares-0.46%2026-06-302026-08-07

PH PARKER-HANNIFIN CORP289 shares-0.34%2026-06-302026-08-07

AMKR AMKOR TECHNOLOGY INC4.2K shares-19.01%2026-06-302026-08-07

Sponsored

WTFC WINTRUST FINL CORP1.7K shares10.87%2026-06-302026-08-07

PKG PACKAGING CORP AMER1.2K shares5.16%2026-06-302026-08-07

PFE PFIZER INC11.4K shares-1.85%2026-06-302026-08-07

DEXCOM INC DEXCOM INC3.7K sharesnew addition2026-06-302026-08-07

AMRZ AMRIZE LTD5.4K sharesnew addition2026-06-302026-08-07

WMG WARNER MUSIC GROUP CORP9.6K shares-0.32%2026-06-302026-08-07

BRO BROWN & BROWN INC3.9K shares2.50%2026-06-302026-08-07

MU MICRON TECHNOLOGY INC290 shares-39.33%2026-06-302026-08-07

Sponsored

VRSK VERISK ANALYTICS INC1.4K shares5.16%2026-06-302026-08-07

PLD PROLOGIS INC.1.8K shares-3.10%2026-06-302026-08-07

LMT LOCKHEED MARTIN CORP493 sharesnew addition2026-06-302026-08-07

TMUS T-MOBILE US INC1.4K shares-44.23%2026-06-302026-08-07

MAA MID-AMER APT CMNTYS INC1.9K shares-0.75%2026-06-302026-08-07

BDX BECTON DICKINSON & CO1.7K shares-13.64%2026-06-302026-08-07

KR KROGER CO4.4K shares-4.95%2026-06-302026-08-07

COP CONOCOPHILLIPS2.4K shares-0.54%2026-06-302026-08-07

Sponsored

DGX QUEST DIAGNOSTICS INC1.2K shares0.08%2026-06-302026-08-07

ORCL-D ORACLE CORP5.7K shares0.81%2026-06-302026-08-07

RMD RESMED INC1.1K shares-0.35%2026-06-302026-08-07

CFR CULLEN FROST BANKERS INC1.6K shares-0.64%2026-06-302026-08-07

FIX COMFORT SYS USA INC145 shares-2.03%2026-06-302026-08-07

MGRC MCGRATH RENTCORP2.1K shares-16.61%2026-06-302026-08-07

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP858 sharesnew addition2026-06-302026-08-07

ET ENERGY TRANSFER L P12.2K shares-0.55%2026-06-302026-08-07

Sponsored

CEG CONSTELLATION ENERGY CORP1.0K shares0.30%2026-06-302026-08-07

IEF ISHARES TR2.6K shares8.46%2026-06-302026-08-07

WSM WILLIAMS SONOMA INC1.1K sharesnew addition2026-06-302026-08-07

JKHY HENRY JACK & ASSOC INC1.6K shares0.88%2026-06-302026-08-07

AEM AGNICO EAGLE MINES LTD1.6K shares0.00%2026-06-302026-08-07

O REALTY INCOME CORP3.7K shares-5.78%2026-06-302026-08-07

EOG EOG RES INC1.7K shares-0.85%2026-06-302026-08-07

CALM CAL MAINE FOODS INC2.7K shares-0.18%2026-06-302026-08-07

Sponsored

NVT NVENT ELEC PLC1.5K shares-12.42%2026-06-302026-08-07

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.6K shares-42.79%2026-06-302026-08-07

CENTERPOINT ENERGY INC CENTERPOINT ENERGY INC5.2K shares-2.81%2026-06-302026-08-07

FHN FIRST HORIZON CORPORATION8.9K shares-10.05%2026-06-302026-08-07

LFUS LITTELFUSE INC570 shares7.95%2026-06-302026-08-07

HTO H2O AMERICA3.7K sharesnew addition2026-06-302026-08-07

NSC NORFOLK SOUTHN CORP701 shares-0.14%2026-06-302026-08-07

ATR APTARGROUP INC1.8K shares0.00%2026-06-302026-08-07

Sponsored

CDNS CADENCE DESIGN SYSTEM INC606 shares0.33%2026-06-302026-08-07

SNN SMITH & NEPHEW PLC7.3K shares-0.44%2026-06-302026-08-07

PAYC PAYCOM SOFTWARE INC1.5K shares-0.19%2026-06-302026-08-07

NGG NATIONAL GRID PLC2.7K shares7.24%2026-06-302026-08-07

CARR CARRIER GLOBAL CORPORATION3.1K sharesnew addition2026-06-302026-08-07

HIG HARTFORD INSURANCE GROUP INC1.5K sharesnew addition2026-06-302026-08-07

TC ENERGY CORP TC ENERGY CORP3.1K shares-3.34%2026-06-302026-08-07

CMG CHIPOTLE MEXICAN GRILL INC6.1K sharesnew addition2026-06-302026-08-07

Sponsored

AGM FEDERAL AGRIC MTG CORP1.1K sharesnew addition2026-06-302026-08-07

MO ALTRIA GROUP INC2.9K sharesnew addition2026-06-302026-08-07

SRE SEMPRA2.2K shares0.45%2026-06-302026-08-07

FREEPORT MCMORAN INC FREEPORT MCMORAN INC3.5K sharesnew addition2026-06-302026-08-07

SOUTHERN CO SOUTHERN CO2.1K sharesnew addition2026-06-302026-08-07

VO VANGUARD INDEX FDS2.5K sharesnew addition2026-06-302026-08-07

CR CRANE COMPANY929 sharesnew addition2026-06-302026-08-07

HUBB HUBBELL INC422 shares2.43%2026-06-302026-08-07

Sponsored

DOLE DOLE PLC13.0K shares-0.17%2026-06-302026-08-07

VOO

VANGUARD INDEX FDS

-3.70%

Shares9.1K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

4.90%

Shares9.1K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

0.35%

Shares6.8K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

0.18%

Shares7.3K

Event2026-06-30

Filed2026-08-07

XLK

SELECT SECTOR SPDR TR

-0.12%

Shares13.7K

Event2026-06-30

Filed2026-08-07

IEUR

ISHARES TR

30.38%

Shares28.7K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

2.26%

Shares6.5K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

12.67%

Shares7.6K

Event2026-06-30

Filed2026-08-07

XLF

SELECT SECTOR SPDR TR

3.71%

Shares34.0K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

0.19%

Shares17.0K

Event2026-06-30

Filed2026-08-07

VEU

VANGUARD INTL EQUITY INDEX F

3.04%

Shares21.3K

Event2026-06-30

Filed2026-08-07

WMB

WILLIAMS COS INC

0.49%

Shares23.4K

Event2026-06-30

Filed2026-08-07

TJX

TJX COS INC NEW

-1.17%

Shares11.0K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

1.57%

Shares4.6K

Event2026-06-30

Filed2026-08-07

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

11.76%

Shares5.6K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

9.58%

Shares8.3K

Event2026-06-30

Filed2026-08-07

PNC

PNC FINL SVCS GROUP INC

-7.04%

Shares5.5K

Event2026-06-30

Filed2026-08-07

AMD

ADVANCED MICRO DEVICES INC

0.41%

Shares2.7K

Event2026-06-30

Filed2026-08-07

PHILIP MORRIS INTL INC

5.08%

Shares7.4K

Event2026-06-30

Filed2026-08-07

SGOV

ISHARES TR

-10.83%

Shares13.6K

Event2026-06-30

Filed2026-08-07

TXN

TEXAS INSTRS INC

-5.50%

Shares4.6K

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

0.82%

Shares3.8K

Event2026-06-30

Filed2026-08-07

DUK

DUKE ENERGY CORP NEW

-9.10%

Shares10.2K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

2.81%

Shares4.6K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-2.57%

Shares13.1K

Event2026-06-30

Filed2026-08-07

XLV

SELECT SECTOR SPDR TR

9.51%

Shares7.5K

Event2026-06-30

Filed2026-08-07

COCA COLA CO

-4.30%

Shares14.5K

Event2026-06-30

Filed2026-08-07

VISA INC

-8.10%

Shares3.3K

Event2026-06-30

Filed2026-08-07

GOLDMAN SACHS GROUP INC

-14.78%

Shares1.1K

Event2026-06-30

Filed2026-08-07

ASTRAZENECA PLC

-0.11%

Shares5.6K

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

-1.95%

Shares2.9K

Event2026-06-30

Filed2026-08-07

CME

CME GROUP INC

13.93%

Shares4.4K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

9.97%

Shares6.9K

Event2026-06-30

Filed2026-08-07

MEDTRONIC PLC

2.01%

Shares12.2K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

21.98%

Shares1.6K

Event2026-06-30

Filed2026-08-07

IJR

ISHARES TR

-2.40%

Shares6.7K

Event2026-06-30

Filed2026-08-07

TTE

TOTALENERGIES SE

-0.59%

Shares12.4K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

62.67%

Shares4.9K

Event2026-06-30

Filed2026-08-07

XLC

SELECT SECTOR SPDR TR

-22.30%

Shares8.5K

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO & CO

-16.50%

Shares10.6K

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHS

-0.44%

Shares3.0K

Event2026-06-30

Filed2026-08-07

UNP

UNION PAC CORP

9.43%

Shares3.2K

Event2026-06-30

Filed2026-08-07

SBUX

STARBUCKS CORP

8.83%

Shares8.3K

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC

28.61%

Shares6.7K

Event2026-06-30

Filed2026-08-07

APD

AIR PRODUCTS AND CHEMICALS I

-11.42%

Shares2.7K

Event2026-06-30

Filed2026-08-07

ABT

ABBOTT LABORATORIES

5.50%

Shares8.4K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

3.79%

Shares3.2K

Event2026-06-30

Filed2026-08-07

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.44%

Shares1.8K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

0.36%

Shares1.9K

Event2026-06-30

Filed2026-08-07

AFL

AFLAC INC

0.00%

Shares6.4K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

-1.97%

Shares795

Event2026-06-30

Filed2026-08-07

VIG

VANGUARD SPECIALIZED FUNDS

-0.51%

Shares3.1K

Event2026-06-30

Filed2026-08-07

APH

AMPHENOL CORP

4.55%

Shares4.5K

Event2026-06-30

Filed2026-08-07

LIN

LINDE PLC

11.31%

Shares1.3K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

1.09%

Shares650

Event2026-06-30

Filed2026-08-07

RPRX

ROYALTY PHARMA PLC

7.55%

Shares11.9K

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

32.54%

Shares554

Event2026-06-30

Filed2026-08-07

EQIX

EQUINIX INC

14.04%

Shares666

Event2026-06-30

Filed2026-08-07

UNITEDHEALTH GROUP INC

13.64%

Shares1.5K

Event2026-06-30

Filed2026-08-07

BLK

BLACKROCK INC

18.42%

Shares630

Event2026-06-30

Filed2026-08-07

NEXTERA ENERGY INC

2.24%

Shares7.1K

Event2026-06-30

Filed2026-08-07

TRANE TECHNOLOGIES PLC

0.23%

Shares1.3K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-1.45%

Shares6.4K

Event2026-06-30

Filed2026-08-07

BTI

BRITISH AMERN TOB PLC

-5.98%

Shares10.0K

Event2026-06-30

Filed2026-08-07

CHUBB LIMITED

0.52%

Shares1.7K

Event2026-06-30

Filed2026-08-07

ETN

EATON CORP PLC

0.92%

Shares1.5K

Event2026-06-30

Filed2026-08-07

WEC

WEC ENERGY GROUP INC

5.72%

Shares5.1K

Event2026-06-30

Filed2026-08-07

AXP

AMERICAN EXPRESS CO

-6.96%

Shares1.7K

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

5.81%

Shares4.0K

Event2026-06-30

Filed2026-08-07

VERIZON COMMUNICATIONS INC

3.72%

Shares13.5K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

-0.33%

Shares600

Event2026-06-30

Filed2026-08-07

DEERE & CO

34.91%

Shares939

Event2026-06-30

Filed2026-08-07

ASML

ASML HLDG NV

0.00%

Shares322

Event2026-06-30

Filed2026-08-07

RSG

REPUBLIC SVCS INC

5.20%

Shares2.5K

Event2026-06-30

Filed2026-08-07

ICE

INTERCONTINENTAL EXCHANGE IN

16.30%

Shares4.1K

Event2026-06-30

Filed2026-08-07

UNILEVER PLC

-0.56%

Shares9.0K

Event2026-06-30

Filed2026-08-07

WSO

WATSCO INC

4.84%

Shares1.4K

Event2026-06-30

Filed2026-08-07

ORACLE CORP

12.41%

Shares3.8K

Event2026-06-30

Filed2026-08-07

AMT

AMERICAN TOWER CORP

-0.42%

Shares3.1K

Event2026-06-30

Filed2026-08-07

IBB

ISHARES TR

5.13%

Shares2.5K

Event2026-06-30

Filed2026-08-07

ROYAL BK CDA

0.63%

Shares2.4K

Event2026-06-30

Filed2026-08-07

AT&T INC

-20.24%

Shares22.8K

Event2026-06-30

Filed2026-08-07

ARK ETF TR

-1.16%

Shares5.9K

Event2026-06-30

Filed2026-08-07

BIL

SPDR SERIES TRUST

-4.00%

Shares5.2K

Event2026-06-30

Filed2026-08-07

WELL

WELLTOWER INC

-0.45%

Shares2.0K

Event2026-06-30

Filed2026-08-07

GILD

GILEAD SCIENCES INC

-0.75%

Shares3.5K

Event2026-06-30

Filed2026-08-07

IYT

ISHARES TR

-1.33%

Shares5.4K

Event2026-06-30

Filed2026-08-07

XLY

SELECT SECTOR SPDR TR

5.44%

Shares4.0K

Event2026-06-30

Filed2026-08-07

MDLZ

MONDELEZ INTL INC

16.27%

Shares7.7K

Event2026-06-30

Filed2026-08-07

SELECT SECTOR SPDR TR

16.38%

Shares10.1K

Event2026-06-30

Filed2026-08-07

XLB

SELECT SECTOR SPDR TR

New

Shares8.9K

Event2026-06-30

Filed2026-08-07

IGM

ISHARES TR

-15.21%

Shares2.9K

Event2026-06-30

Filed2026-08-07

PGR

PROGRESSIVE CORP

0.26%

Shares1.9K

Event2026-06-30

Filed2026-08-07

IJH

ISHARES TR

-4.56%

Shares5.9K

Event2026-06-30

Filed2026-08-07

EWBC

EAST WEST BANCORP INC

-1.10%

Shares3.4K

Event2026-06-30

Filed2026-08-07

STE

STERIS PLC

-34.85%

Shares2.1K

Event2026-06-30

Filed2026-08-07

IFF

INTERNATIONAL FLAVORS&FRAGRA

-0.06%

Shares5.4K

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

1.10%

Shares826

Event2026-06-30

Filed2026-08-07

DKS

DICKS SPORTING GOODS INC

3.43%

Shares2.0K

Event2026-06-30

Filed2026-08-07

IEMG

ISHARES INC

-3.57%

Shares5.3K

Event2026-06-30

Filed2026-08-07

NXP SEMICONDUCTORS N V

-0.06%

Shares1.5K

Event2026-06-30

Filed2026-08-07

ADI

ANALOG DEVICES INC

-2.63%

Shares1.1K

Event2026-06-30

Filed2026-08-07

CRM

SALESFORCE INC

-3.89%

Shares2.4K

Event2026-06-30

Filed2026-08-07

KMI

KINDER MORGAN INC DEL

-0.36%

Shares12.7K

Event2026-06-30

Filed2026-08-07

RJF

RAYMOND JAMES FINL INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-07

PAYX

PAYCHEX INC

-2.77%

Shares3.8K

Event2026-06-30

Filed2026-08-07

AXS

AXIS CAP HLDGS LTD

-0.82%

Shares3.3K

Event2026-06-30

Filed2026-08-07

PSA

PUBLIC STORAGE

0.09%

Shares1.1K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

0.93%

Shares980

Event2026-06-30

Filed2026-08-07

OKE

ONEOK INC NEW

-0.13%

Shares4.0K

Event2026-06-30

Filed2026-08-07

MORGAN STANLEY

-4.08%

Shares1.6K

Event2026-06-30

Filed2026-08-07

FANG

DIAMONDBACK ENERGY INC

-3.30%

Shares2.0K

Event2026-06-30

Filed2026-08-07

CMS

CMS ENERGY CORP

34.26%

Shares4.6K

Event2026-06-30

Filed2026-08-07

KLAC

KLA CORP

711.82%

Shares1.6K

Event2026-06-30

Filed2026-08-07

IDA

IDACORP INC

-10.50%

Shares2.3K

Event2026-06-30

Filed2026-08-07

SHEL

SHELL PLC

0.42%

Shares4.3K

Event2026-06-30

Filed2026-08-07

PCAR

PACCAR INC

39.75%

Shares2.8K

Event2026-06-30

Filed2026-08-07

RELX

RELX PLC

-0.54%

Shares10.7K

Event2026-06-30

Filed2026-08-07

ALL

ALLSTATE CORP

-1.28%

Shares1.4K

Event2026-06-30

Filed2026-08-07

DRI

DARDEN RESTAURANTS INC

-0.76%

Shares1.7K

Event2026-06-30

Filed2026-08-07

VPL

VANGUARD INTL EQUITY INDEX F

-3.42%

Shares3.1K

Event2026-06-30

Filed2026-08-07

USMV

ISHARES TR

1.93%

Shares3.5K

Event2026-06-30

Filed2026-08-07

ROP

ROPER TECHNOLOGIES INC

39.97%

Shares942

Event2026-06-30

Filed2026-08-07

GLW

CORNING INC

-42.59%

Shares1.8K

Event2026-06-30

Filed2026-08-07

TFC

TRUIST FINL CORP

-29.01%

Shares6.6K

Event2026-06-30

Filed2026-08-07

CARILLON SER TR

0.00%

Shares11.6K

Event2026-06-30

Filed2026-08-07

EMR

EMERSON ELEC CO

0.25%

Shares2.4K

Event2026-06-30

Filed2026-08-07

RPM

RPM INTL INC

-0.19%

Shares3.1K

Event2026-06-30

Filed2026-08-07

ROK

ROCKWELL AUTOMATION INC

-0.14%

Shares706

Event2026-06-30

Filed2026-08-07

LRCX

LAM RESEARCH CORP

13.41%

Shares1.0K

Event2026-06-30

Filed2026-08-07

AMCOR PLC

-0.80%

Shares7.4K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares656

Event2026-06-30

Filed2026-08-07

USB

US BANCORP

-2.63%

Shares5.3K

Event2026-06-30

Filed2026-08-07

SNA

SNAP ON INC

-0.50%

Shares803

Event2026-06-30

Filed2026-08-07

QCOM

QUALCOMM INC

24.88%

Shares1.8K

Event2026-06-30

Filed2026-08-07

QSR

RESTAURANT BRANDS INTL INC

-0.05%

Shares4.4K

Event2026-06-30

Filed2026-08-07

ADP

AUTOMATIC DATA PROCESSING IN

15.04%

Shares1.3K

Event2026-06-30

Filed2026-08-07

VYM

VANGUARD WHITEHALL FDS

-1.55%

Shares2.0K

Event2026-06-30

Filed2026-08-07

SNY

SANOFI SA

-2.98%

Shares7.6K

Event2026-06-30

Filed2026-08-07

EPD

ENTERPRISE PRODS PARTNERS L

-0.80%

Shares8.6K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

-2.48%

Shares433

Event2026-06-30

Filed2026-08-07

WASTE MGMT INC DEL

0.44%

Shares1.4K

Event2026-06-30

Filed2026-08-07

TRNO

TERRENO RLTY CORP

-0.09%

Shares4.6K

Event2026-06-30

Filed2026-08-07

CISCO SYS INC

-14.52%

Shares2.8K

Event2026-06-30

Filed2026-08-07

MKS INC.

-33.23%

Shares896

Event2026-06-30

Filed2026-08-07

FDX

FEDEX CORP

-23.34%

Shares982

Event2026-06-30

Filed2026-08-07

TEL

TE CONNECTIVITY PLC

New

Shares1.6K

Event2026-06-30

Filed2026-08-07

ENB

ENBRIDGE INC

-5.48%

Shares5.5K

Event2026-06-30

Filed2026-08-07

S&P GLOBAL INC

0.59%

Shares682

Event2026-06-30

Filed2026-08-07

MPC

MARATHON PETE CORP

-0.09%

Shares1.1K

Event2026-06-30

Filed2026-08-07

EXPD

EXPEDITORS INTL WASH INC

-0.67%

Shares1.8K

Event2026-06-30

Filed2026-08-07

ATO

ATMOS ENERGY CORP

1.13%

Shares1.6K

Event2026-06-30

Filed2026-08-07

APPLIED MATLS INC

-4.08%

Shares517

Event2026-06-30

Filed2026-08-07

FIRSTENERGY CORP

-2.54%

Shares5.8K

Event2026-06-30

Filed2026-08-07

NWE

NORTHWESTERN ENERGY GROUP IN

-1.03%

Shares4.0K

Event2026-06-30

Filed2026-08-07

SYK

STRYKER CORPORATION

New

Shares843

Event2026-06-30

Filed2026-08-07

EGP

EASTGROUP PPTYS INC

-0.46%

Shares1.3K

Event2026-06-30

Filed2026-08-07

PARKER-HANNIFIN CORP

-0.34%

Shares289

Event2026-06-30

Filed2026-08-07

AMKR

AMKOR TECHNOLOGY INC

-19.01%

Shares4.2K

Event2026-06-30

Filed2026-08-07

WTFC

WINTRUST FINL CORP

10.87%

Shares1.7K

Event2026-06-30

Filed2026-08-07

PKG

PACKAGING CORP AMER

5.16%

Shares1.2K

Event2026-06-30

Filed2026-08-07

PFE

PFIZER INC

-1.85%

Shares11.4K

Event2026-06-30

Filed2026-08-07

DEXCOM INC

New

Shares3.7K

Event2026-06-30

Filed2026-08-07

AMRZ

AMRIZE LTD

New

Shares5.4K

Event2026-06-30

Filed2026-08-07

WMG

WARNER MUSIC GROUP CORP

-0.32%

Shares9.6K

Event2026-06-30

Filed2026-08-07

BRO

BROWN & BROWN INC

2.50%

Shares3.9K

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC

-39.33%

Shares290

Event2026-06-30

Filed2026-08-07

VRSK

VERISK ANALYTICS INC

5.16%

Shares1.4K

Event2026-06-30

Filed2026-08-07

PLD

PROLOGIS INC.

-3.10%

Shares1.8K

Event2026-06-30

Filed2026-08-07

LMT

LOCKHEED MARTIN CORP

New

Shares493

Event2026-06-30

Filed2026-08-07

TMUS

T-MOBILE US INC

-44.23%

Shares1.4K

Event2026-06-30

Filed2026-08-07

MAA

MID-AMER APT CMNTYS INC

-0.75%

Shares1.9K

Event2026-06-30

Filed2026-08-07

BDX

BECTON DICKINSON & CO

-13.64%

Shares1.7K

Event2026-06-30

Filed2026-08-07

KROGER CO

-4.95%

Shares4.4K

Event2026-06-30

Filed2026-08-07

COP

CONOCOPHILLIPS

-0.54%

Shares2.4K

Event2026-06-30

Filed2026-08-07

DGX

QUEST DIAGNOSTICS INC

0.08%

Shares1.2K

Event2026-06-30

Filed2026-08-07

ORCL-D

ORACLE CORP

0.81%

Shares5.7K

Event2026-06-30

Filed2026-08-07

RMD

RESMED INC

-0.35%

Shares1.1K

Event2026-06-30

Filed2026-08-07

CFR

CULLEN FROST BANKERS INC

-0.64%

Shares1.6K

Event2026-06-30

Filed2026-08-07

FIX

COMFORT SYS USA INC

-2.03%

Shares145

Event2026-06-30

Filed2026-08-07

MGRC

MCGRATH RENTCORP

-16.61%

Shares2.1K

Event2026-06-30

Filed2026-08-07

ROYAL CARIBBEAN GROUP

New

Shares858

Event2026-06-30

Filed2026-08-07

ENERGY TRANSFER L P

-0.55%

Shares12.2K

Event2026-06-30

Filed2026-08-07

CEG

CONSTELLATION ENERGY CORP

0.30%

Shares1.0K

Event2026-06-30

Filed2026-08-07

IEF

ISHARES TR

8.46%

Shares2.6K

Event2026-06-30

Filed2026-08-07

WSM

WILLIAMS SONOMA INC

New

Shares1.1K

Event2026-06-30

Filed2026-08-07

JKHY

HENRY JACK & ASSOC INC

0.88%

Shares1.6K

Event2026-06-30

Filed2026-08-07

AEM

AGNICO EAGLE MINES LTD

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-07

REALTY INCOME CORP

-5.78%

Shares3.7K

Event2026-06-30

Filed2026-08-07

EOG

EOG RES INC

-0.85%

Shares1.7K

Event2026-06-30

Filed2026-08-07

CALM

CAL MAINE FOODS INC

-0.18%

Shares2.7K

Event2026-06-30

Filed2026-08-07

NVT

NVENT ELEC PLC

-12.42%

Shares1.5K

Event2026-06-30

Filed2026-08-07

ACCENTURE PLC IRELAND

-42.79%

Shares1.6K

Event2026-06-30

Filed2026-08-07

CENTERPOINT ENERGY INC

-2.81%

Shares5.2K

Event2026-06-30

Filed2026-08-07

FHN

FIRST HORIZON CORPORATION

-10.05%

Shares8.9K

Event2026-06-30

Filed2026-08-07

LFUS

LITTELFUSE INC

7.95%

Shares570

Event2026-06-30

Filed2026-08-07

HTO

H2O AMERICA

New

Shares3.7K

Event2026-06-30

Filed2026-08-07

NSC

NORFOLK SOUTHN CORP

-0.14%

Shares701

Event2026-06-30

Filed2026-08-07

ATR

APTARGROUP INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-07

CDNS

CADENCE DESIGN SYSTEM INC

0.33%

Shares606

Event2026-06-30

Filed2026-08-07

SNN

SMITH & NEPHEW PLC

-0.44%

Shares7.3K

Event2026-06-30

Filed2026-08-07

PAYC

PAYCOM SOFTWARE INC

-0.19%

Shares1.5K

Event2026-06-30

Filed2026-08-07

NGG

NATIONAL GRID PLC

7.24%

Shares2.7K

Event2026-06-30

Filed2026-08-07

CARR

CARRIER GLOBAL CORPORATION

New

Shares3.1K

Event2026-06-30

Filed2026-08-07

HIG

HARTFORD INSURANCE GROUP INC

New

Shares1.5K

Event2026-06-30

Filed2026-08-07

TC ENERGY CORP

-3.34%

Shares3.1K

Event2026-06-30

Filed2026-08-07

CMG

CHIPOTLE MEXICAN GRILL INC

New

Shares6.1K

Event2026-06-30

Filed2026-08-07

AGM

FEDERAL AGRIC MTG CORP

New

Shares1.1K

Event2026-06-30

Filed2026-08-07

ALTRIA GROUP INC

New

Shares2.9K

Event2026-06-30

Filed2026-08-07

SRE

SEMPRA

0.45%

Shares2.2K

Event2026-06-30

Filed2026-08-07

FREEPORT MCMORAN INC

New

Shares3.5K

Event2026-06-30

Filed2026-08-07

SOUTHERN CO

New

Shares2.1K

Event2026-06-30

Filed2026-08-07

VANGUARD INDEX FDS

New

Shares2.5K

Event2026-06-30

Filed2026-08-07

CRANE COMPANY

New

Shares929

Event2026-06-30

Filed2026-08-07

HUBB

HUBBELL INC

2.43%

Shares422

Event2026-06-30

Filed2026-08-07

DOLE

DOLE PLC

-0.17%

Shares13.0K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available