Sponsored
The Analysis of Princeton Global Asset Management LLC's Holdings & P&L
Currently, Princeton Global Asset Management LLC holds 831 types of securities in its portfolio with a total value $697.8M. In the most recent quarter, they have increased their positions in APH (+40.1K shares, valued at $7.1M), TJX (+26.8K shares, valued at $4.1M), BKNG (+19.0K shares, valued at $3.4M); decreased their positions in LRCX (-9.7K shares, valued at $4.2M), N/A (-8.9K shares, valued at $3.4M), CRDO (-7.3K shares, valued at $2.0M); initiated new positions in BINC (+36.6K shares, valued at $1.9M), N/A (+10.8K shares, valued at $1.5M), JAAA (+17.2K shares, valued at $866.6K).
1M P&L
+3.7M+0.72%
3M P&L
+1.7M+0.33%
HY P&L
+5.8M+1.15%
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/A131.0M
24.2%
2Semiconductors63.2M
11.7%
3Internet Content & Information35.5M
6.6%
Top Industries by Stock Count
1N/A282 stocks
37.8%
2Asset Management16 stocks
2.1%
3Specialty Industrial Machinery15 stocks
2.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares △%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF70.1K shares12.71%2026-06-302026-07-16
Sponsored
VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF10.3K shares1.58%2026-06-302026-07-16
Sponsored
Sponsored
Sponsored
ISHARES TOTAL USD FIXED INCOME MARKET ETF ISHARES TOTAL USD FIXED INCOME MARKET ETF37.4K shares922.98%2026-06-302026-07-16
Sponsored
EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS10.8K sharesnew addition2026-06-302026-07-16
Sponsored
Sponsored
ISHARES CORE U.S. AGGREGATE BOND ETF ISHARES CORE U.S. AGGREGATE BOND ETF9.4K shares15.50%2026-06-302026-07-16
Sponsored
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF46.7K shares-21.19%2026-06-302026-07-16
MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND15.7K shares-10.14%2026-06-302026-07-16
Sponsored
COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM825 shares1.10%2026-06-302026-07-16
Sponsored
Sponsored
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX2.9K shares-9.79%2026-06-302026-07-16
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
STATE STREET SPDR PORTFOLIO S&P 500 ETF STATE STREET SPDR PORTFOLIO S&P 500 ETF3.0K shares67.06%2026-06-302026-07-16
Sponsored
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST3.0K shares22.52%2026-06-302026-07-16
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
DUPONT DE NEMOURS INC COMMON STOCK DUPONT DE NEMOURS INC COMMON STOCK912 sharesnew addition2026-06-302026-07-16
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A315 shares-50.86%2026-06-302026-07-16
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
XTRACKERS S&P DIVIDEND ARISTOCRATS SCREENED ETF XTRACKERS S&P DIVIDEND ARISTOCRATS SCREENED ETF950 shares0.00%2026-06-302026-07-16
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
TSM
1.15%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares98.5K
Event2026-06-30
Filed2026-07-16
BROADCOM INC COM
-7.65%BROADCOM INC COM
Shares107.6K
Event2026-06-30
Filed2026-07-16
MSFT
0.85%MICROSOFT CORP COM
Shares72.0K
Event2026-06-30
Filed2026-07-16
QUANTA SVCS INC COM
-1.36%QUANTA SVCS INC COM
Shares35.3K
Event2026-06-30
Filed2026-07-16
GOOGL
2.17%ALPHABET INC CAP STK CL A
Shares65.1K
Event2026-06-30
Filed2026-07-16
JPMORGAN CHASE & CO COM
-0.08%JPMORGAN CHASE & CO COM
Shares64.4K
Event2026-06-30
Filed2026-07-16
AAPL
-0.62%APPLE INC COM
Shares54.0K
Event2026-06-30
Filed2026-07-16
BX
-0.90%BLACKSTONE INC COM
Shares116.9K
Event2026-06-30
Filed2026-07-16
ETR
2.55%ENTERGY CORP NEW COM
Shares115.7K
Event2026-06-30
Filed2026-07-16
CRH
0.88%CRH PLC ORD
Shares117.6K
Event2026-06-30
Filed2026-07-16
NVDA
3.58%NVIDIA CORPORATION COM
Shares62.3K
Event2026-06-30
Filed2026-07-16
GOOG
-3.23%ALPHABET INC CAP STK CL C
Shares34.6K
Event2026-06-30
Filed2026-07-16
BRK.B
-0.66%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares23.4K
Event2026-06-30
Filed2026-07-16
VISA INC COM CL A
-2.78%VISA INC COM CL A
Shares33.8K
Event2026-06-30
Filed2026-07-16
LRCX
-27.45%LAM RESEARCH CORP COM NEW
Shares25.6K
Event2026-06-30
Filed2026-07-16
JNJ
0.90%JOHNSON & JOHNSON COM
Shares41.9K
Event2026-06-30
Filed2026-07-16
DGRO
-7.02%ISHARES CORE DIVIDEND GROWTH ETF
Shares139.6K
Event2026-06-30
Filed2026-07-16
APH
254.46%AMPHENOL CORP CL A
Shares55.9K
Event2026-06-30
Filed2026-07-16
CCEP
1.59%COCA-COLA EUROPACIFIC PARTNERS SHS
Shares92.9K
Event2026-06-30
Filed2026-07-16
ETN
-0.28%EATON CORP PLC SHS
Shares20.8K
Event2026-06-30
Filed2026-07-16
AMZN
-0.17%AMAZON COM INC COM
Shares37.1K
Event2026-06-30
Filed2026-07-16
GLD
-1.98%SPDR GOLD SHARES
Shares22.9K
Event2026-06-30
Filed2026-07-16
TPR
1.28%TAPESTRY INC COM
Shares54.3K
Event2026-06-30
Filed2026-07-16
BAC
0.76%BANK OF AMER CORP COM
Shares132.4K
Event2026-06-30
Filed2026-07-16
LIN
0.89%LINDE PLC SHS
Shares14.4K
Event2026-06-30
Filed2026-07-16
LLY
-1.02%ELI LILLY & CO COM
Shares5.8K
Event2026-06-30
Filed2026-07-16
CHUBB LIMITED COM
0.48%CHUBB LIMITED COM
Shares19.6K
Event2026-06-30
Filed2026-07-16
ABBVIE INC COM
-1.13%ABBVIE INC COM
Shares26.5K
Event2026-06-30
Filed2026-07-16
VRTX
-0.23%VERTEX PHARMACEUTICALS INC COM
Shares13.2K
Event2026-06-30
Filed2026-07-16
CSL
1.77%CARLISLE COS INC COM
Shares17.0K
Event2026-06-30
Filed2026-07-16
VRT
-0.96%VERTIV HOLDINGS CO COM CL A
Shares18.1K
Event2026-06-30
Filed2026-07-16
WSO
0.68%WATSCO INC COM
Shares14.4K
Event2026-06-30
Filed2026-07-16
RTX CORPORATION COM
1.25%RTX CORPORATION COM
Shares31.5K
Event2026-06-30
Filed2026-07-16
MPC
-0.53%MARATHON PETE CORP COM
Shares21.4K
Event2026-06-30
Filed2026-07-16
META PLATFORMS INC CL A
-6.71%META PLATFORMS INC CL A
Shares9.1K
Event2026-06-30
Filed2026-07-16
IEMG
3.81%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares61.6K
Event2026-06-30
Filed2026-07-16
VIGI
1.12%VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
Shares54.1K
Event2026-06-30
Filed2026-07-16
ISHARES CORE MSCI EAFE ETF
6.44%ISHARES CORE MSCI EAFE ETF
Shares50.1K
Event2026-06-30
Filed2026-07-16
KO
-0.22%COCA COLA CO COM
Shares59.0K
Event2026-06-30
Filed2026-07-16
NEXTERA ENERGY INC COM
9.26%NEXTERA ENERGY INC COM
Shares54.0K
Event2026-06-30
Filed2026-07-16
PKG
1.15%PACKAGING CORP AMER COM
Shares18.9K
Event2026-06-30
Filed2026-07-16
XEL
1.68%XCEL ENERGY INC COM
Shares55.5K
Event2026-06-30
Filed2026-07-16
VMC
-1.20%VULCAN MATLS CO COM
Shares15.0K
Event2026-06-30
Filed2026-07-16
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
12.71%JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
Shares70.1K
Event2026-06-30
Filed2026-07-16
SONY
0.48%SONY GROUP CORP SPONSORED ADR
Shares208.3K
Event2026-06-30
Filed2026-07-16
FNDF
3.41%SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
Shares79.1K
Event2026-06-30
Filed2026-07-16
TJX
3708.16%TJX COS INC NEW COM
Shares27.5K
Event2026-06-30
Filed2026-07-16
JEPI
11.24%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares72.1K
Event2026-06-30
Filed2026-07-16
HD
0.04%HOME DEPOT INC COM
Shares11.1K
Event2026-06-30
Filed2026-07-16
ICSH
-3.53%ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
Shares76.3K
Event2026-06-30
Filed2026-07-16
VANGUARD TOTAL STOCK MARKET ETF
1.58%VANGUARD TOTAL STOCK MARKET ETF
Shares10.3K
Event2026-06-30
Filed2026-07-16
TMUS
-0.06%T-MOBILE US INC COM
Shares22.4K
Event2026-06-30
Filed2026-07-16
IGSB
15.67%ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares69.8K
Event2026-06-30
Filed2026-07-16
QLTY
1.11%GMO US QUALITY ETF
Shares87.8K
Event2026-06-30
Filed2026-07-16
BKNG
2394.71%BOOKING HOLDINGS INC COM
Shares19.8K
Event2026-06-30
Filed2026-07-16
EOG
1.48%EOG RES INC COM
Shares27.1K
Event2026-06-30
Filed2026-07-16
FLOT
-0.20%ISHARES FLOATING RATE BOND ETF
Shares68.7K
Event2026-06-30
Filed2026-07-16
NDAQ
3.95%NASDAQ INC COM
Shares43.1K
Event2026-06-30
Filed2026-07-16
VONG
4.27%VANGUARD RUSSELL 1000 GROWTH ETF
Shares25.7K
Event2026-06-30
Filed2026-07-16
VTV
4.14%VANGUARD VALUE ETF
Shares14.8K
Event2026-06-30
Filed2026-07-16
TMO
-6.82%THERMO FISHER SCIENTIFIC INC COM
Shares6.0K
Event2026-06-30
Filed2026-07-16
TTE
-1.22%TOTALENERGIES SE ACT
Shares38.7K
Event2026-06-30
Filed2026-07-16
VOO
13.51%VANGUARD S&P 500 ETF
Shares4.3K
Event2026-06-30
Filed2026-07-16
PG
-2.57%PROCTER & GAMBLE CO COM
Shares20.1K
Event2026-06-30
Filed2026-07-16
RSG
1.06%REPUBLIC SVCS INC COM
Shares13.2K
Event2026-06-30
Filed2026-07-16
CRDO
-43.30%CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
Shares9.5K
Event2026-06-30
Filed2026-07-16
BR
1.07%BROADRIDGE FINL SOLUTIONS INC COM
Shares17.2K
Event2026-06-30
Filed2026-07-16
JQUA
0.79%JPMORGAN U.S. QUALITY FACTOR ETF
Shares31.8K
Event2026-06-30
Filed2026-07-16
PAVE
3.81%GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
Shares38.6K
Event2026-06-30
Filed2026-07-16
CEG
-3.08%CONSTELLATION ENERGY CORP COM
Shares9.1K
Event2026-06-30
Filed2026-07-16
IJR
0.98%ISHARES CORE S&P SMALL CAP ETF
Shares14.4K
Event2026-06-30
Filed2026-07-16
GS
-0.34%GOLDMAN SACHS GROUP INC COM
Shares2.0K
Event2026-06-30
Filed2026-07-16
IJH
3.87%ISHARES CORE S&P MID-CAP ETF
Shares26.6K
Event2026-06-30
Filed2026-07-16
PALANTIR TECHNOLOGIES INC CL A
46.13%PALANTIR TECHNOLOGIES INC CL A
Shares17.5K
Event2026-06-30
Filed2026-07-16
WFC
-3.01%WELLS FARGO & CO COM
Shares24.7K
Event2026-06-30
Filed2026-07-16
BINC
NewISHARES FLEXIBLE INCOME ACTIVE ETF
Shares36.6K
Event2026-06-30
Filed2026-07-16
ISHARES TOTAL USD FIXED INCOME MARKET ETF
922.98%ISHARES TOTAL USD FIXED INCOME MARKET ETF
Shares37.4K
Event2026-06-30
Filed2026-07-16
VWO
1.07%VANGUARD FTSE EMERGING MARKETS ETF
Shares31.1K
Event2026-06-30
Filed2026-07-16
IBDT
-1.37%ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
Shares62.3K
Event2026-06-30
Filed2026-07-16
GLW
-18.06%CORNING INC COM
Shares6.1K
Event2026-06-30
Filed2026-07-16
STATE STREET SPDR S&P 500 ETF
-1.05%STATE STREET SPDR S&P 500 ETF
Shares2.1K
Event2026-06-30
Filed2026-07-16
XLK
18.18%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares8.1K
Event2026-06-30
Filed2026-07-16
APPLIED MATLS INC COM
-15.08%APPLIED MATLS INC COM
Shares2.1K
Event2026-06-30
Filed2026-07-16
IBDS
-0.01%ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
Shares61.5K
Event2026-06-30
Filed2026-07-16
EXXONMOBIL HOLDINGS CORP COM SHS
NewEXXONMOBIL HOLDINGS CORP COM SHS
Shares10.8K
Event2026-06-30
Filed2026-07-16
JMST
0.00%JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
Shares28.0K
Event2026-06-30
Filed2026-07-16
VST
635.71%VISTRA CORP COM
Shares8.9K
Event2026-06-30
Filed2026-07-16
SMH
2.55%VANECK SEMICONDUCTOR ETF
Shares2.1K
Event2026-06-30
Filed2026-07-16
DIVB
11.33%ISHARES CORE DIVIDEND ETF
Shares22.5K
Event2026-06-30
Filed2026-07-16
CISCO SYS INC COM
0.70%CISCO SYS INC COM
Shares11.6K
Event2026-06-30
Filed2026-07-16
SCHD
-35.45%SCHWAB US DIVIDEND EQUITY ETF
Shares43.0K
Event2026-06-30
Filed2026-07-16
QQQ
-23.23%INVESCO QQQ TRUST SERIES I
Shares1.7K
Event2026-06-30
Filed2026-07-16
IBDX
25.45%ISHARES IBONDS DEC 2032 TERM CORPORATE ETF
Shares45.0K
Event2026-06-30
Filed2026-07-16
SCHF
0.00%SCHWAB INTERNATIONAL EQUITY ETF
Shares38.7K
Event2026-06-30
Filed2026-07-16
SCHO
-54.84%SCHWAB SHORT-TERM US TREASURY ETF
Shares41.6K
Event2026-06-30
Filed2026-07-16
GSEW
5.85%GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF
Shares10.5K
Event2026-06-30
Filed2026-07-16
IWP
0.00%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares6.4K
Event2026-06-30
Filed2026-07-16
FDN
-7.86%FIRST TRUST DOW JONES INTERNET INDEX FUND
Shares3.5K
Event2026-06-30
Filed2026-07-16
VEA
8.33%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares13.0K
Event2026-06-30
Filed2026-07-16
QUS
0.10%STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF
Shares5.0K
Event2026-06-30
Filed2026-07-16
ISHARES CORE U.S. AGGREGATE BOND ETF
15.50%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares9.4K
Event2026-06-30
Filed2026-07-16
EWY
7.01%ISHARES MSCI SOUTH KOREA ETF
Shares4.5K
Event2026-06-30
Filed2026-07-16
ESGV
5.79%VANGUARD ESG U.S. STOCK ETF
Shares6.9K
Event2026-06-30
Filed2026-07-16
KLAC
784.41%KLA CORP COM NEW
Shares3.0K
Event2026-06-30
Filed2026-07-16
FPEI
-21.19%FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF
Shares46.7K
Event2026-06-30
Filed2026-07-16
IWR
0.00%ISHARES RUSSELL MIDCAP ETF
Shares7.9K
Event2026-06-30
Filed2026-07-16
IWM
0.49%ISHARES RUSSELL 2000 ETF
Shares2.9K
Event2026-06-30
Filed2026-07-16
JAAA
NewJANUS HENDERSON AAA CLO ETF
Shares17.2K
Event2026-06-30
Filed2026-07-16
GPIX
109.93%GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF
Shares15.1K
Event2026-06-30
Filed2026-07-16
EMXC
-2.88%ISHARES MSCI EMERGING MARKETS EX CHINA ETF
Shares8.2K
Event2026-06-30
Filed2026-07-16
MUNI
-10.14%PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
Shares15.7K
Event2026-06-30
Filed2026-07-16
PEP
-7.54%PEPSICO INC COM
Shares6.0K
Event2026-06-30
Filed2026-07-16
PEG
0.05%PUBLIC SVC ENTERPRISE GROUP COM
Shares9.9K
Event2026-06-30
Filed2026-07-16
IWF
298.47%ISHARES RUSSELL 1000 GROWTH ETF
Shares6.3K
Event2026-06-30
Filed2026-07-16
COSTCO WHOLESALE CORPORATION COM
1.10%COSTCO WHOLESALE CORPORATION COM
Shares825
Event2026-06-30
Filed2026-07-16
PFFV
-65.86%GLOBAL X VARIABLE RATE PREFERRED ETF
Shares34.9K
Event2026-06-30
Filed2026-07-16
IBDU
12.02%ISHARES IBONDS DEC 2029 TERM CORPORATE ETF
Shares33.0K
Event2026-06-30
Filed2026-07-16
ABT
-10.17%ABBOTT LABORATORIES COM
Shares8.3K
Event2026-06-30
Filed2026-07-16
PSX
17.52%PHILLIPS 66 COM
Shares4.3K
Event2026-06-30
Filed2026-07-16
AXP
59.98%AMERICAN EXPRESS CO COM
Shares2.1K
Event2026-06-30
Filed2026-07-16
ISHARES CORE S&P 500 ETF
-1.16%ISHARES CORE S&P 500 ETF
Shares941
Event2026-06-30
Filed2026-07-16
SCHG
10.04%SCHWAB U.S. LARGE-CAP GROWTH ETF
Shares20.6K
Event2026-06-30
Filed2026-07-16
JPST
-12.87%JPMORGAN ULTRA-SHORT INCOME ETF
Shares13.3K
Event2026-06-30
Filed2026-07-16
DTE
-0.45%DTE ENERGY CO COM
Shares4.4K
Event2026-06-30
Filed2026-07-16
DE
-5.75%DEERE & CO COM
Shares1.0K
Event2026-06-30
Filed2026-07-16
IBM
-1.86%INTERNATIONAL BUSINESS MACHS COM
Shares2.3K
Event2026-06-30
Filed2026-07-16
J
5.41%JACOBS SOLUTIONS INC COM
Shares5.2K
Event2026-06-30
Filed2026-07-16
IBDR
-2.45%ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
Shares25.4K
Event2026-06-30
Filed2026-07-16
CAT
-15.34%CATERPILLAR INC COM
Shares541
Event2026-06-30
Filed2026-07-16
IBDV
60.37%ISHARES IBONDS DEC 2030 TERM CORPORATE ETF
Shares26.2K
Event2026-06-30
Filed2026-07-16
PNC
0.31%PNC FINL SVCS GROUP INC COM
Shares2.3K
Event2026-06-30
Filed2026-07-16
UITB
21.02%VICTORYSHARES CORE INTERMEDIATE BOND ETF
Shares11.9K
Event2026-06-30
Filed2026-07-16
GRID
-9.79%FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
Shares2.9K
Event2026-06-30
Filed2026-07-16
MPLX
-7.03%MPLX LP COM UNIT REP LTD
Shares9.7K
Event2026-06-30
Filed2026-07-16
DGRS
-2.58%WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND
Shares9.2K
Event2026-06-30
Filed2026-07-16
SUB
2.14%ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
Shares5.1K
Event2026-06-30
Filed2026-07-16
WSM
0.00%WILLIAMS SONOMA INC COM
Shares2.3K
Event2026-06-30
Filed2026-07-16
HUBB
-2.42%HUBBELL INC COM
Shares1.0K
Event2026-06-30
Filed2026-07-16
SCHV
0.00%SCHWAB U.S. LARGE-CAP VALUE ETF
Shares15.0K
Event2026-06-30
Filed2026-07-16
TRAVELERS COMPANIES INC COM
469.42%TRAVELERS COMPANIES INC COM
Shares1.6K
Event2026-06-30
Filed2026-07-16
IBMO
0.00%ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF
Shares19.8K
Event2026-06-30
Filed2026-07-16
STIP
-28.77%ISHARES 0-5 YEAR TIPS BOND ETF
Shares5.0K
Event2026-06-30
Filed2026-07-16
LHX
-3.81%L3HARRIS TECHNOLOGIES INC COM
Shares1.7K
Event2026-06-30
Filed2026-07-16
WASTE MGMT INC DEL COM
0.00%WASTE MGMT INC DEL COM
Shares2.3K
Event2026-06-30
Filed2026-07-16
NSC
-0.19%NORFOLK SOUTHN CORP COM
Shares1.6K
Event2026-06-30
Filed2026-07-16
MRK
-14.08%MERCK & CO INC COM
Shares3.8K
Event2026-06-30
Filed2026-07-16
FIW
14.33%FIRST TRUST WATER ETF
Shares4.4K
Event2026-06-30
Filed2026-07-16
VGIT
0.00%VANGUARD INTERMEDIATE-TERM TREASURY ETF
Shares8.1K
Event2026-06-30
Filed2026-07-16
CW
0.00%CURTISS WRIGHT CORP COM
Shares630
Event2026-06-30
Filed2026-07-16
MOAT
0.00%VANECK MORNINGSTAR WIDE MOAT ETF
Shares4.6K
Event2026-06-30
Filed2026-07-16
KRE
0.35%STATE STREET SPDR S&P REGIONAL BANKING ETF
Shares6.2K
Event2026-06-30
Filed2026-07-16
GRMN
74.93%GARMIN LTD SHS
Shares1.9K
Event2026-06-30
Filed2026-07-16
GOOD
1.73%GLADSTONE COMMERCIAL CORP COM
Shares34.7K
Event2026-06-30
Filed2026-07-16
IBDW
78.93%ISHARES IBONDS DEC 2031 TERM CORPORATE ETF
Shares20.4K
Event2026-06-30
Filed2026-07-16
EQWL
9.35%INVESCO S&P 100 EQUAL WEIGHT ETF
Shares3.2K
Event2026-06-30
Filed2026-07-16
SDY
-20.24%STATE STREET SPDR S&P DIVIDEND ETF
Shares2.7K
Event2026-06-30
Filed2026-07-16
KBWB
20.28%INVESCO KBW BANK ETF
Shares4.4K
Event2026-06-30
Filed2026-07-16
ED
0.76%CONSOLIDATED EDISON INC COM
Shares3.6K
Event2026-06-30
Filed2026-07-16
HMOP
0.00%HARTFORD MUNICIPAL OPPORTUNITIES ETF
Shares10.0K
Event2026-06-30
Filed2026-07-16
TXN
0.39%TEXAS INSTRS INC COM
Shares1.3K
Event2026-06-30
Filed2026-07-16
LOW
-40.04%LOWES COS INC COM
Shares1.7K
Event2026-06-30
Filed2026-07-16
EPD
-2.07%ENTERPRISE PRODS PARTNERS L P COM
Shares10.1K
Event2026-06-30
Filed2026-07-16
IBMP
70.34%ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF
Shares14.4K
Event2026-06-30
Filed2026-07-16
DTM
-1.42%DT MIDSTREAM INC COMMON STOCK
Shares2.5K
Event2026-06-30
Filed2026-07-16
BA
10.59%BOEING CO COM
Shares1.6K
Event2026-06-30
Filed2026-07-16
FIX
18.67%COMFORT SYS USA INC COM
Shares178
Event2026-06-30
Filed2026-07-16
VYM
-1.07%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares2.2K
Event2026-06-30
Filed2026-07-16
SUSA
0.00%ISHARES ESG OPTIMIZED MSCI USA ETF
Shares2.2K
Event2026-06-30
Filed2026-07-16
IQDG
-21.88%WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND
Shares7.8K
Event2026-06-30
Filed2026-07-16
IGRO
-1.80%ISHARES INTERNATIONAL DIVIDEND GROWTH ETF
Shares3.8K
Event2026-06-30
Filed2026-07-16
SCHM
14.88%SCHWAB U.S. MID-CAP ETF
Shares8.9K
Event2026-06-30
Filed2026-07-16
PHYS
-16.28%SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
Shares10.8K
Event2026-06-30
Filed2026-07-16
IXUS
92.39%ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
Shares3.3K
Event2026-06-30
Filed2026-07-16
COP
258.28%CONOCOPHILLIPS COM
Shares3.0K
Event2026-06-30
Filed2026-07-16
VXUS
-0.16%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares3.7K
Event2026-06-30
Filed2026-07-16
TSLA
3.40%TESLA INC COM
Shares729
Event2026-06-30
Filed2026-07-16
VZ
-16.40%VERIZON COMMUNICATIONS INC COM
Shares7.1K
Event2026-06-30
Filed2026-07-16
MO
-15.23%ALTRIA GROUP INC COM
Shares4.1K
Event2026-06-30
Filed2026-07-16
NETFLIX INC. COM
-0.25%NETFLIX INC. COM
Shares3.9K
Event2026-06-30
Filed2026-07-16
BND
-7.17%VANGUARD TOTAL BOND MARKET ETF
Shares3.8K
Event2026-06-30
Filed2026-07-16
IBTG
0.00%ISHARES IBONDS DEC 2026 TERM TREASURY ETF
Shares12.2K
Event2026-06-30
Filed2026-07-16
CVX
0.78%CHEVRON CORPORATION COM
Shares1.7K
Event2026-06-30
Filed2026-07-16
VIG
53.59%VANGUARD DIVIDEND APPRECIATION ETF
Shares1.2K
Event2026-06-30
Filed2026-07-16
RSP
69.69%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares1.3K
Event2026-06-30
Filed2026-07-16
SOUTHERN CO COM
-2.25%SOUTHERN CO COM
Shares2.9K
Event2026-06-30
Filed2026-07-16
VONV
1.14%VANGUARD RUSSELL 1000 VALUE ETF
Shares2.6K
Event2026-06-30
Filed2026-07-16
BNDX
0.00%VANGUARD TOTAL INTERNATIONAL BOND ETF
Shares5.6K
Event2026-06-30
Filed2026-07-16
GE
20.03%GE AEROSPACE COM NEW
Shares725
Event2026-06-30
Filed2026-07-16
BPRN
0.00%PRINCETON BANCORP INC COM
Shares7.0K
Event2026-06-30
Filed2026-07-16
STATE STREET SPDR PORTFOLIO S&P 500 ETF
67.06%STATE STREET SPDR PORTFOLIO S&P 500 ETF
Shares3.0K
Event2026-06-30
Filed2026-07-16
PBD
12.96%INVESCO GLOBAL CLEAN ENERGY ETF
Shares13.2K
Event2026-06-30
Filed2026-07-16
IVW
-6.98%ISHARES S&P 500 GROWTH ETF
Shares1.9K
Event2026-06-30
Filed2026-07-16
XBI
-0.92%STATE STREET SPDR S&P BIOTECH ETF
Shares1.6K
Event2026-06-30
Filed2026-07-16
ACWI
0.13%ISHARES MSCI ACWI ETF
Shares1.6K
Event2026-06-30
Filed2026-07-16
CRM
200.77%SALESFORCE INC COM
Shares1.6K
Event2026-06-30
Filed2026-07-16
XLE
0.00%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares4.5K
Event2026-06-30
Filed2026-07-16
IVE
-4.55%ISHARES S&P 500 VALUE ETF
Shares1.1K
Event2026-06-30
Filed2026-07-16
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
22.52%SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
Shares3.0K
Event2026-06-30
Filed2026-07-16
KYN
0.00%KAYNE ANDERSON ENERGY INFRSTR COM
Shares16.9K
Event2026-06-30
Filed2026-07-16
IWD
-1.55%ISHARES RUSSELL 1000 VALUE ETF
Shares955
Event2026-06-30
Filed2026-07-16
SHYG
13.36%ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
Shares5.4K
Event2026-06-30
Filed2026-07-16
AFL
0.00%AFLAC INC COM
Shares1.9K
Event2026-06-30
Filed2026-07-16
PM
-34.53%PHILIP MORRIS INTL INC COM
Shares1.2K
Event2026-06-30
Filed2026-07-16
IWS
0.00%ISHARES RUSSELL MID-CAP VALUE ETF
Shares1.4K
Event2026-06-30
Filed2026-07-16
Q
1.48%QNITY ELECTRONICS INC COMMON STOCK
Shares1.4K
Event2026-06-30
Filed2026-07-16
MCD
-0.48%MCDONALDS CORP COM
Shares826
Event2026-06-30
Filed2026-07-16
IBMQ
83.37%ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF
Shares8.6K
Event2026-06-30
Filed2026-07-16
IYY
0.00%ISHARES DOW JONES U.S. ETF
Shares1.2K
Event2026-06-30
Filed2026-07-16
CIBR
-42.64%FIRST TRUST NASDAQ CYBERSECURITY ETF
Shares2.4K
Event2026-06-30
Filed2026-07-16
WELL
-10.94%WELLTOWER INC COM
Shares920
Event2026-06-30
Filed2026-07-16
NFBK
0.00%NORTHFIELD BANCORP INC DEL COM
Shares14.1K
Event2026-06-30
Filed2026-07-16
QCOM
-0.98%QUALCOMM INC COM
Shares1.1K
Event2026-06-30
Filed2026-07-16
GEV
13.73%GE VERNOVA INC COM
Shares174
Event2026-06-30
Filed2026-07-16
EASG
42.21%XTRACKERS MSCI EAFE SELECTION EQUITY ETF
Shares5.3K
Event2026-06-30
Filed2026-07-16
CCJ
0.00%CAMECO CORP COM
Shares2.0K
Event2026-06-30
Filed2026-07-16
GILD
-1.18%GILEAD SCIENCES INC COM
Shares1.6K
Event2026-06-30
Filed2026-07-16
VO
300.00%VANGUARD MID-CAP ETF
Shares2.5K
Event2026-06-30
Filed2026-07-16
SPGP
0.00%INVESCO S&P 500 GARP ETF
Shares1.6K
Event2026-06-30
Filed2026-07-16
BMY
2.40%BRISTOL-MYERS SQUIBB CO COM
Shares3.5K
Event2026-06-30
Filed2026-07-16
MSIF
0.00%MSC INCOME FUND INC COM
Shares17.1K
Event2026-06-30
Filed2026-07-16
SCZ
-0.58%ISHARES MSCI EAFE SMALL-CAP ETF
Shares2.4K
Event2026-06-30
Filed2026-07-16
NULG
0.00%NUVEEN ESG LARGE-CAP GROWTH ETF
Shares1.7K
Event2026-06-30
Filed2026-07-16
AEP
0.64%AMERICAN ELEC PWR CO INC COM
Shares1.4K
Event2026-06-30
Filed2026-07-16
QEFA
0.00%STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF
Shares2.0K
Event2026-06-30
Filed2026-07-16
UNITEDHEALTH GROUP INC COM
-6.02%UNITEDHEALTH GROUP INC COM
Shares453
Event2026-06-30
Filed2026-07-16
MTB
0.00%M & T BK CORP COM
Shares787
Event2026-06-30
Filed2026-07-16
IQLT
-10.59%ISHARES MSCI INTL QUALITY FACTOR ETF
Shares3.7K
Event2026-06-30
Filed2026-07-16
AMD
-7.04%ADVANCED MICRO DEVICES INC COM
Shares317
Event2026-06-30
Filed2026-07-16
ITW
0.30%ILLINOIS TOOL WKS INC COM
Shares671
Event2026-06-30
Filed2026-07-16
AMGN
-0.20%AMGEN INC COM
Shares499
Event2026-06-30
Filed2026-07-16
QUAL
-18.76%ISHARES MSCI USA QUALITY FACTOR ETF
Shares823
Event2026-06-30
Filed2026-07-16
ACIO
-5.48%APTUS COLLARED INVESTMENT OPPORTUNITY ETF
Shares3.9K
Event2026-06-30
Filed2026-07-16
MUB
32.14%ISHARES NATIONAL MUNI BOND ETF
Shares1.7K
Event2026-06-30
Filed2026-07-16
DFAT
0.00%DIMENSIONAL U.S. TARGETED VALUE ETF
Shares2.5K
Event2026-06-30
Filed2026-07-16
SPYX
43.69%STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF
Shares2.8K
Event2026-06-30
Filed2026-07-16
DUK
0.81%DUKE ENERGY CORP NEW COM NEW
Shares1.4K
Event2026-06-30
Filed2026-07-16
BN
-0.08%BROOKFIELD CORP CL A LTD VT SH
Shares4.0K
Event2026-06-30
Filed2026-07-16
INTC
17.36%INTEL CORP COM
Shares1.2K
Event2026-06-30
Filed2026-07-16
DSI
1.23%ISHARES ESG MSCI KLD 400 ETF
Shares1.1K
Event2026-06-30
Filed2026-07-16
T
19.83%AT&T INC COM
Shares7.8K
Event2026-06-30
Filed2026-07-16
ADP
-14.78%AUTOMATIC DATA PROCESSING INC COM
Shares721
Event2026-06-30
Filed2026-07-16
CMI
0.00%CUMMINS INC COM
Shares223
Event2026-06-30
Filed2026-07-16
CHD
0.18%CHURCH & DWIGHT CO INC COM
Shares1.6K
Event2026-06-30
Filed2026-07-16
OEF
3.92%ISHARES S&P 100 ETF
Shares424
Event2026-06-30
Filed2026-07-16
ASTRAZENECA PLC ORD
NewASTRAZENECA PLC ORD
Shares828
Event2026-06-30
Filed2026-07-16
URI
0.74%UNITED RENTALS INC COM
Shares136
Event2026-06-30
Filed2026-07-16
WMT
7.47%WALMART INC COM
Shares1.3K
Event2026-06-30
Filed2026-07-16
XLV
0.11%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares953
Event2026-06-30
Filed2026-07-16
ECL
-15.82%ECOLAB INC COM
Shares532
Event2026-06-30
Filed2026-07-16
IBIT
-28.51%ISHARES BITCOIN TRUST ETF
Shares4.4K
Event2026-06-30
Filed2026-07-16
XLF
0.07%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares2.7K
Event2026-06-30
Filed2026-07-16
OSCV
-3.53%OPUS SMALL CAP VALUE ETF
Shares3.4K
Event2026-06-30
Filed2026-07-16
NRG
-1.11%NRG ENERGY INC COM NEW
Shares980
Event2026-06-30
Filed2026-07-16
VT
-0.99%VANGUARD TOTAL WORLD STOCK ETF
Shares897
Event2026-06-30
Filed2026-07-16
BK
2.85%BANK OF NY MELLON CORP COM
Shares974
Event2026-06-30
Filed2026-07-16
CEMB
8.41%ISHARES J.P. MORGAN EM CORPORATE BOND ETF
Shares3.1K
Event2026-06-30
Filed2026-07-16
BLK
-30.43%BLACKROCK INC COM
Shares144
Event2026-06-30
Filed2026-07-16
VXF
0.00%VANGUARD EXTENDED MARKET ETF
Shares559
Event2026-06-30
Filed2026-07-16
SCHB
-24.66%SCHWAB U.S. BROAD MARKET ETF
Shares4.7K
Event2026-06-30
Filed2026-07-16
SLF
0.00%SUN LIFE FINANCIAL INC. COM
Shares1.7K
Event2026-06-30
Filed2026-07-16
C
2.20%CITIGROUP INC COM NEW
Shares974
Event2026-06-30
Filed2026-07-16
ALERIAN MLP ETF
48.57%ALERIAN MLP ETF
Shares2.6K
Event2026-06-30
Filed2026-07-16
MASTERCARD INCORPORATED CL A
-0.38%MASTERCARD INCORPORATED CL A
Shares262
Event2026-06-30
Filed2026-07-16
ESGD
2.85%ISHARES ESG AWARE MSCI EAFE ETF
Shares1.3K
Event2026-06-30
Filed2026-07-16
IBMR
328.75%ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF
Shares5.1K
Event2026-06-30
Filed2026-07-16
VOOG
500.00%VANGUARD S&P 500 GROWTH ETF
Shares1.6K
Event2026-06-30
Filed2026-07-16
TT
502.33%TRANE TECHNOLOGIES PLC SHS
Shares259
Event2026-06-30
Filed2026-07-16
HONEYWELL INTL INC COM
NewHONEYWELL INTL INC COM
Shares563
Event2026-06-30
Filed2026-07-16
SLV
0.00%ISHARES SILVER TRUST
Shares2.4K
Event2026-06-30
Filed2026-07-16
HONEYWELL AEROSPACE INC COM
NewHONEYWELL AEROSPACE INC COM
Shares563
Event2026-06-30
Filed2026-07-16
DUPONT DE NEMOURS INC COMMON STOCK
NewDUPONT DE NEMOURS INC COMMON STOCK
Shares912
Event2026-06-30
Filed2026-07-16
IEV
1.76%ISHARES EUROPE ETF
Shares1.7K
Event2026-06-30
Filed2026-07-16
DGX
-1.38%QUEST DIAGNOSTICS INC COM
Shares570
Event2026-06-30
Filed2026-07-16
DIS
0.00%DISNEY WALT CO COM
Shares1.3K
Event2026-06-30
Filed2026-07-16
JFLX
1.23%JPMORGAN FLEXIBLE DEBT ETF
Shares2.4K
Event2026-06-30
Filed2026-07-16
USB
0.10%US BANCORP COM NEW
Shares1.9K
Event2026-06-30
Filed2026-07-16
XYL
-44.22%XYLEM INC COM
Shares979
Event2026-06-30
Filed2026-07-16
AMERIPRISE FINL INC COM
0.00%AMERIPRISE FINL INC COM
Shares250
Event2026-06-30
Filed2026-07-16
TAFI
22.64%AB TAX-AWARE SHORT DURATION MUNICIPAL ETF
Shares4.5K
Event2026-06-30
Filed2026-07-16
S&P GLOBAL INC COM
-1.76%S&P GLOBAL INC COM
Shares279
Event2026-06-30
Filed2026-07-16
IJS
-0.60%ISHARES S&P SMALL-CAP 600 VALUE ETF
Shares824
Event2026-06-30
Filed2026-07-16
CORTEVA INC COM
4.04%CORTEVA INC COM
Shares1.3K
Event2026-06-30
Filed2026-07-16
DRSK
0.00%APTUS DEFINED RISK ETF
Shares3.8K
Event2026-06-30
Filed2026-07-16
SPSB
1.09%STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
Shares3.6K
Event2026-06-30
Filed2026-07-16
IJT
0.00%ISHARES S&P SMALL-CAP 600 GROWTH ETF
Shares610
Event2026-06-30
Filed2026-07-16
3M CO COM
-4.58%3M CO COM
Shares667
Event2026-06-30
Filed2026-07-16
ANET
2.29%ARISTA NETWORKS INC COM SHS
Shares626
Event2026-06-30
Filed2026-07-16
TTWO
0.00%TAKE-TWO INTERACTIVE SOFTWARE COM
Shares420
Event2026-06-30
Filed2026-07-16
PGR
-11.50%PROGRESSIVE CORP COM
Shares477
Event2026-06-30
Filed2026-07-16
EXG
0.00%EATON VANCE TAX-MANAGED GLOBAL COM
Shares10.5K
Event2026-06-30
Filed2026-07-16
AVUV
NewAVANTIS U.S. SMALL CAP VALUE ETF
Shares824
Event2026-06-30
Filed2026-07-16
SHEL
6.17%SHELL PLC SPON ADS
Shares1.3K
Event2026-06-30
Filed2026-07-16
ROK
0.00%ROCKWELL AUTOMATION INC COM
Shares206
Event2026-06-30
Filed2026-07-16
IBMT
NewISHARES IBONDS DEC 2031 TERM MUNI BOND ETF
Shares3.9K
Event2026-06-30
Filed2026-07-16
IBMS
NewISHARES IBONDS DEC 2030 TERM MUNI BOND ETF
Shares3.9K
Event2026-06-30
Filed2026-07-16
SYY
0.00%SYSCO CORP COM
Shares1.2K
Event2026-06-30
Filed2026-07-16
MDLZ
-12.81%MONDELEZ INTL INC CL A
Shares1.7K
Event2026-06-30
Filed2026-07-16
CINF
0.00%CINCINNATI FINL CORP COM
Shares530
Event2026-06-30
Filed2026-07-16
TQQQ
0.00%PROSHARES ULTRAPRO QQQ
Shares1.2K
Event2026-06-30
Filed2026-07-16
PH
-2.00%PARKER-HANNIFIN CORP COM
Shares98
Event2026-06-30
Filed2026-07-16
IAU
65.93%ISHARES GOLD TRUST
Shares1.3K
Event2026-06-30
Filed2026-07-16
ETV
0.00%EATON VANCE TAX-MANAGED BUY- COM
Shares6.4K
Event2026-06-30
Filed2026-07-16
MS
-0.44%MORGAN STANLEY COM NEW
Shares452
Event2026-06-30
Filed2026-07-16
TDV
0.00%PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF
Shares903
Event2026-06-30
Filed2026-07-16
NEM
0.00%NEWMONT CORP COM
Shares988
Event2026-06-30
Filed2026-07-16
GD
-1.92%GENERAL DYNAMICS CORP COM
Shares256
Event2026-06-30
Filed2026-07-16
GBIL
0.00%ACCESS TREASURY 0-1 YEAR ETF
Shares905
Event2026-06-30
Filed2026-07-16
WMB
-1.88%WILLIAMS COS INC COM
Shares1.2K
Event2026-06-30
Filed2026-07-16
XLI
0.21%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares479
Event2026-06-30
Filed2026-07-16
VUG
500.00%VANGUARD GROWTH ETF
Shares1.0K
Event2026-06-30
Filed2026-07-16
MGC
-62.75%VANGUARD MEGA CAP ETF
Shares317
Event2026-06-30
Filed2026-07-16
IXJ
-3.00%ISHARES GLOBAL HEALTHCARE ETF
Shares872
Event2026-06-30
Filed2026-07-16
EME
3.00%EMCOR GROUP INC COM
Shares103
Event2026-06-30
Filed2026-07-16
SHE
0.19%STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF
Shares529
Event2026-06-30
Filed2026-07-16
SPH
0.17%SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN
Shares4.7K
Event2026-06-30
Filed2026-07-16
VTEB
0.06%VANGUARD TAX-EXEMPT BOND ETF
Shares1.6K
Event2026-06-30
Filed2026-07-16
PFG
72.56%PRINCIPAL FINANCIAL GROUP INC COM
Shares742
Event2026-06-30
Filed2026-07-16
EFV
-2.64%ISHARES MSCI EAFE VALUE ETF
Shares1.0K
Event2026-06-30
Filed2026-07-16
F
-1.08%FORD MTR CO COM
Shares5.7K
Event2026-06-30
Filed2026-07-16
CSX
3.25%CSX CORP COM
Shares1.7K
Event2026-06-30
Filed2026-07-16
NVO
-31.82%NOVO-NORDISK A S ADR
Shares1.6K
Event2026-06-30
Filed2026-07-16
COF
1.92%CAPITAL ONE FINL CORP COM
Shares372
Event2026-06-30
Filed2026-07-16
MAR
0.00%MARRIOTT INTL INC NEW CL A
Shares200
Event2026-06-30
Filed2026-07-16
MTX
0.00%MINERALS TECHNOLOGIES INC COM
Shares1.0K
Event2026-06-30
Filed2026-07-16
NOC
0.00%NORTHROP GRUMMAN CORP COM
Shares145
Event2026-06-30
Filed2026-07-16
VGK
0.00%VANGUARD FTSE EUROPE ETF
Shares821
Event2026-06-30
Filed2026-07-16
ETY
0.00%EATON VANCE TAX-MANAGED DIVERS COM
Shares5.0K
Event2026-06-30
Filed2026-07-16
VSS
0.00%VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
Shares438
Event2026-06-30
Filed2026-07-16
ADI
0.00%ANALOG DEVICES INC COM
Shares170
Event2026-06-30
Filed2026-07-16
MAIN
0.00%MAIN STR CAP CORP COM
Shares1.3K
Event2026-06-30
Filed2026-07-16
ASML
0.00%ASML HLDG NV N Y REGISTRY SHS
Shares33
Event2026-06-30
Filed2026-07-16
MU
161.90%MICRON TECHNOLOGY INC COM
Shares55
Event2026-06-30
Filed2026-07-16
NTR
0.00%NUTRIEN LTD COM
Shares1.0K
Event2026-06-30
Filed2026-07-16
VV
0.00%VANGUARD LARGE-CAP ETF
Shares183
Event2026-06-30
Filed2026-07-16
EW
0.72%EDWARDS LIFESCIENCES CORP COM
Shares695
Event2026-06-30
Filed2026-07-16
CVS
-3.35%CVS HEALTH CORP COM
Shares606
Event2026-06-30
Filed2026-07-16
BIV
-29.02%VANGUARD INTERMEDIATE-TERM BOND ETF
Shares817
Event2026-06-30
Filed2026-07-16
FAST
0.00%FASTENAL CO COM
Shares1.3K
Event2026-06-30
Filed2026-07-16
WDC
410.53%WESTERN DIGITAL CORP COM
Shares97
Event2026-06-30
Filed2026-07-16
IBDY
454.65%ISHARES IBONDS DEC 2033 TERM CORPORATE ETF
Shares2.4K
Event2026-06-30
Filed2026-07-16
TFC
1.23%TRUIST FINL CORP COM
Shares1.2K
Event2026-06-30
Filed2026-07-16
ADME
0.00%APTUS DRAWDOWN MANAGED EQUITY ETF
Shares1.1K
Event2026-06-30
Filed2026-07-16
VCEB
-3.97%VANGUARD ESG U.S. CORPORATE BOND ETF
Shares968
Event2026-06-30
Filed2026-07-16
VEU
123.08%VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Shares725
Event2026-06-30
Filed2026-07-16
IBDZ
482.50%ISHARES IBONDS DEC 2034 TERM CORPORATE ETF
Shares2.3K
Event2026-06-30
Filed2026-07-16
XSD
0.00%STATE STREET SPDR S&P SEMICONDUCTOR ETF
Shares97
Event2026-06-30
Filed2026-07-16
HSY
0.00%HERSHEY CO COM
Shares343
Event2026-06-30
Filed2026-07-16
ORACLE CORP COM
-96.75%ORACLE CORP COM
Shares409
Event2026-06-30
Filed2026-07-16
UNP
7.43%UNION PAC CORP COM
Shares217
Event2026-06-30
Filed2026-07-16
GM
-12.86%GENERAL MTRS CO COM
Shares752
Event2026-06-30
Filed2026-07-16
USMV
0.00%ISHARES MSCI USA MIN VOL FACTOR ETF
Shares600
Event2026-06-30
Filed2026-07-16
FDIS
-1.96%FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
Shares549
Event2026-06-30
Filed2026-07-16
BNS
0.00%BANK NOVA SCOTIA B C COM
Shares650
Event2026-06-30
Filed2026-07-16
CARR
2.70%CARRIER GLOBAL CORPORATION COM
Shares761
Event2026-06-30
Filed2026-07-16
JUCY
-3.80%APTUS ENHANCED YIELD ETF
Shares2.5K
Event2026-06-30
Filed2026-07-16
DLS
0.00%WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND
Shares636
Event2026-06-30
Filed2026-07-16
DLR
2.43%DIGITAL RLTY TR INC COM
Shares295
Event2026-06-30
Filed2026-07-16
GNRC
-21.74%GENERAC HLDGS INC COM
Shares180
Event2026-06-30
Filed2026-07-16
CONSTELLATION BRANDS INC CL A
0.00%CONSTELLATION BRANDS INC CL A
Shares375
Event2026-06-30
Filed2026-07-16
DVY
-13.95%ISHARES SELECT DIVIDEND ETF
Shares333
Event2026-06-30
Filed2026-07-16
EIS
0.23%ISHARES MSCI ISRAEL ETF
Shares429
Event2026-06-30
Filed2026-07-16
MNST
0.00%MONSTER BEVERAGE CORP NEW COM
Shares537
Event2026-06-30
Filed2026-07-16
FIDU
0.00%FIDELITY MSCI INDUSTRIAL INDEX ETF
Shares518
Event2026-06-30
Filed2026-07-16
DGRE
0.00%WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND
Shares1.3K
Event2026-06-30
Filed2026-07-16
ESGE
0.00%ISHARES ESG AWARE MSCI EM ETF
Shares934
Event2026-06-30
Filed2026-07-16
CME
0.88%CME GROUP INC COM
Shares229
Event2026-06-30
Filed2026-07-16
VGT
700.00%VANGUARD INFORMATION TECHNOLOGY ETF
Shares416
Event2026-06-30
Filed2026-07-16
MEDTRONIC PLC SHS
8.77%MEDTRONIC PLC SHS
Shares620
Event2026-06-30
Filed2026-07-16
CDNS
1.59%CADENCE DESIGN SYSTEM INC COM
Shares128
Event2026-06-30
Filed2026-07-16
ETJ
0.00%EATON VANCE RISK-MANAGED DIVER COM
Shares5.8K
Event2026-06-30
Filed2026-07-16
PSLV
0.00%SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER
Shares2.5K
Event2026-06-30
Filed2026-07-16
TER
7.78%TERADYNE INC COM
Shares97
Event2026-06-30
Filed2026-07-16
MSI
25.84%MOTOROLA SOLUTIONS INC COM NEW
Shares112
Event2026-06-30
Filed2026-07-16
ZOETIS INC CL A
-16.90%ZOETIS INC CL A
Shares644
Event2026-06-30
Filed2026-07-16
IDEXX LABS INC COM
0.00%IDEXX LABS INC COM
Shares87
Event2026-06-30
Filed2026-07-16
LNG
0.00%CHENIERE ENERGY INC COM NEW
Shares190
Event2026-06-30
Filed2026-07-16
AWK
0.00%AMERICAN WTR WKS CO INC NEW COM
Shares344
Event2026-06-30
Filed2026-07-16
WST
0.00%WEST PHARMACEUTICAL SVSC INC COM
Shares125
Event2026-06-30
Filed2026-07-16
STM
8.91%STMICROELECTRONICS N V NY REGISTRY
Shares599
Event2026-06-30
Filed2026-07-16
BAM
0.00%BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
Shares1.0K
Event2026-06-30
Filed2026-07-16
SCCO
0.79%SOUTHERN COPPER CORP COM
Shares254
Event2026-06-30
Filed2026-07-16
GSK PLC SPONSORED ADR
0.00%GSK PLC SPONSORED ADR
Shares822
Event2026-06-30
Filed2026-07-16
VB
-82.35%VANGUARD SMALL-CAP ETF
Shares141
Event2026-06-30
Filed2026-07-16
L
0.00%LOEWS CORP COM
Shares377
Event2026-06-30
Filed2026-07-16
DGS
-16.84%WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
Shares657
Event2026-06-30
Filed2026-07-16
EMR
-1.00%EMERSON ELEC CO COM
Shares296
Event2026-06-30
Filed2026-07-16
PANW
0.00%PALO ALTO NETWORKS INC COM
Shares124
Event2026-06-30
Filed2026-07-16
TPYP
0.00%TORTOISE NORTH AMERICAN PIPELINE ETF
Shares1.0K
Event2026-06-30
Filed2026-07-16
ETB
-3.66%EATON VANCE TAX MNGED BUY WRIT COM
Shares2.7K
Event2026-06-30
Filed2026-07-16
VNQ
0.70%VANGUARD REAL ESTATE ETF
Shares433
Event2026-06-30
Filed2026-07-16
BANCO SANTANDER SA ADR
0.00%BANCO SANTANDER SA ADR
Shares3.0K
Event2026-06-30
Filed2026-07-16
DRI
0.00%DARDEN RESTAURANTS INC COM
Shares200
Event2026-06-30
Filed2026-07-16
MUJ
0.00%BLACKROCK MUNIHLDGS NJ QLTY FD COM
Shares3.3K
Event2026-06-30
Filed2026-07-16
ACCENTURE PLC IRELAND SHS CLASS A
-50.86%ACCENTURE PLC IRELAND SHS CLASS A
Shares315
Event2026-06-30
Filed2026-07-16
SCHX
0.23%SCHWAB U.S. LARGE-CAP ETF
Shares1.3K
Event2026-06-30
Filed2026-07-16
EBAY
3.94%EBAY INC. COM
Shares343
Event2026-06-30
Filed2026-07-16
DASH
3.00%DOORDASH INC CL A
Shares206
Event2026-06-30
Filed2026-07-16
MLI
0.00%MUELLER INDS INC COM
Shares302
Event2026-06-30
Filed2026-07-16
BDX
0.00%BECTON DICKINSON & CO COM
Shares241
Event2026-06-30
Filed2026-07-16
TXRH
0.00%TEXAS ROADHOUSE INC COM
Shares188
Event2026-06-30
Filed2026-07-16
CEF
0.00%SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN
Shares900
Event2026-06-30
Filed2026-07-16
BIP
0.00%BROOKFIELD INFRASTRUCTURE PART LP INT UNIT
Shares972
Event2026-06-30
Filed2026-07-16
ESS
0.00%ESSEX PPTY TR INC COM
Shares120
Event2026-06-30
Filed2026-07-16
KKR
NewKKR & CO INC COM
Shares379
Event2026-06-30
Filed2026-07-16
UGI
0.00%UGI CORP NEW COM
Shares1.0K
Event2026-06-30
Filed2026-07-16
MMC
0.00%MARSH & MCLENNAN COS INC COM
Shares207
Event2026-06-30
Filed2026-07-16
RF
-5.25%REGIONS FINANCIAL CORP NEW COM
Shares1.1K
Event2026-06-30
Filed2026-07-16
VPL
4.26%VANGUARD FTSE PACIFIC ETF
Shares294
Event2026-06-30
Filed2026-07-16
AES CORP COM
0.00%AES CORP COM
Shares2.3K
Event2026-06-30
Filed2026-07-16
BEPC
12.50%BROOKFIELD RENEWABLE CORP CL A EX SUB VTG
Shares900
Event2026-06-30
Filed2026-07-16
SPIP
-22.50%STATE STREET SPDR PORTFOLIO TIPS ETF
Shares1.3K
Event2026-06-30
Filed2026-07-16
ADOBE INC COM
-9.25%ADOBE INC COM
Shares157
Event2026-06-30
Filed2026-07-16
SRE
9.49%SEMPRA COM
Shares346
Event2026-06-30
Filed2026-07-16
CROWDSTRIKE HLDGS INC CL A
5.00%CROWDSTRIKE HLDGS INC CL A
Shares42
Event2026-06-30
Filed2026-07-16
EVSM
0.79%EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF
Shares634
Event2026-06-30
Filed2026-07-16
UPSD
0.00%APTUS LARGE CAP UPSIDE ETF
Shares1.1K
Event2026-06-30
Filed2026-07-16
ARES CAPITAL CORP COM
-57.78%ARES CAPITAL CORP COM
Shares1.7K
Event2026-06-30
Filed2026-07-16
SNPS
9.38%SYNOPSYS INC COM
Shares70
Event2026-06-30
Filed2026-07-16
EFAV
0.00%ISHARES MSCI EAFE MIN VOL FACTOR ETF
Shares354
Event2026-06-30
Filed2026-07-16
WEC
0.38%WEC ENERGY GROUP INC COM
Shares266
Event2026-06-30
Filed2026-07-16
OXY
0.00%OCCIDENTAL PETE CORP COM
Shares625
Event2026-06-30
Filed2026-07-16
TEL
0.00%TE CONNECTIVITY PLC ORD SHS
Shares150
Event2026-06-30
Filed2026-07-16
NMRK
0.00%NEWMARK GROUP INC CL A
Shares2.0K
Event2026-06-30
Filed2026-07-16
NJR
-16.54%NEW JERSEY RES CORP COM
Shares535
Event2026-06-30
Filed2026-07-16
ATO
-1.14%ATMOS ENERGY CORP COM
Shares174
Event2026-06-30
Filed2026-07-16
SOLS
-4.25%SOLSTICE ADVANCED MATLS INC COM SHS
Shares338
Event2026-06-30
Filed2026-07-16
IBTH
0.00%ISHARES IBONDS DEC 2027 TERM TREASURY ETF
Shares1.3K
Event2026-06-30
Filed2026-07-16
IHI
0.00%ISHARES U.S. MEDICAL DEVICES ETF
Shares600
Event2026-06-30
Filed2026-07-16
STLD
0.00%STEEL DYNAMICS INC COM
Shares129
Event2026-06-30
Filed2026-07-16
ARK INNOVATION ETF
-17.98%ARK INNOVATION ETF
Shares365
Event2026-06-30
Filed2026-07-16
DOV
0.00%DOVER CORP COM
Shares128
Event2026-06-30
Filed2026-07-16
KOMP
0.00%STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
Shares400
Event2026-06-30
Filed2026-07-16
ITOT
0.58%ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares172
Event2026-06-30
Filed2026-07-16
XTRACKERS S&P DIVIDEND ARISTOCRATS SCREENED ETF
0.00%XTRACKERS S&P DIVIDEND ARISTOCRATS SCREENED ETF
Shares950
Event2026-06-30
Filed2026-07-16
MDYV
0.68%STATE STREET SPDR S&P 400 MID CAP VALUE ETF
Shares296
Event2026-06-30
Filed2026-07-16
LEA
0.98%LEAR CORP COM NEW
Shares207
Event2026-06-30
Filed2026-07-16
AJG
7.14%GALLAGHER ARTHUR J & CO COM
Shares120
Event2026-06-30
Filed2026-07-16
CIEN
0.00%CIENA CORP COM NEW
Shares56
Event2026-06-30
Filed2026-07-16
IYF
0.00%ISHARES U.S. FINANCIALS ETF
Shares215
Event2026-06-30
Filed2026-07-16
SCHW
6.09%SCHWAB CHARLES CORP COM
Shares296
Event2026-06-30
Filed2026-07-16
WTRG
0.00%ESSENTIAL UTILS INC COM
Shares705
Event2026-06-30
Filed2026-07-16
HIG
0.00%HARTFORD INSURANCE GROUP INC COM
Shares200
Event2026-06-30
Filed2026-07-16
LMT
4.00%LOCKHEED MARTIN CORP COM
Shares52
Event2026-06-30
Filed2026-07-16
CMCSA
0.19%COMCAST CORP NEW CL A
Shares1.1K
Event2026-06-30
Filed2026-07-16
NMZ
NewNUVEEN MUN HIGH INCOME OPPORTU COM
Shares2.5K
Event2026-06-30
Filed2026-07-16
CI
-51.03%THE CIGNA GROUP COM
Shares95
Event2026-06-30
Filed2026-07-16
NTRS
0.00%NORTHERN TR CORP COM
Shares146
Event2026-06-30
Filed2026-07-16
HLT
0.00%HILTON WORLDWIDE HLDGS INC COM
Shares76
Event2026-06-30
Filed2026-07-16
FREEPORT MCMORAN INC CL B
8.49%FREEPORT MCMORAN INC CL B
Shares396
Event2026-06-30
Filed2026-07-16
OUSA
0.00%ALPS O'SHARES U.S. QUALITY DIVIDEND ETF
Shares424
Event2026-06-30
Filed2026-07-16
CSQ
0.00%CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT
Shares1.2K
Event2026-06-30
Filed2026-07-16
SPMO
0.00%INVESCO S&P 500 MOMENTUM ETF
Shares152
Event2026-06-30
Filed2026-07-16
BSX
95.24%BOSTON SCIENTIFIC CORP COM
Shares574
Event2026-06-30
Filed2026-07-16
FFIV
5.45%F5 INC COM
Shares58
Event2026-06-30
Filed2026-07-16
CL
0.00%COLGATE PALMOLIVE CO COM
Shares263
Event2026-06-30
Filed2026-07-16
DGRW
0.00%WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
Shares250
Event2026-06-30
Filed2026-07-16
GEM
-8.85%GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF
Shares453
Event2026-06-30
Filed2026-07-16
TRNS
0.00%TRANSCAT INC COM
Shares250
Event2026-06-30
Filed2026-07-16
UBER
14.80%UBER TECHNOLOGIES INC COM
Shares318
Event2026-06-30
Filed2026-07-16
PFF
-53.23%ISHARES PREFERRED & INCOME SECURITIES ETF
Shares752
Event2026-06-30
Filed2026-07-16
WBD
42.69%WARNER BROS DISCOVERY INC COM SER A
Shares859
Event2026-06-30
Filed2026-07-16
MLPX
0.00%GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
Shares310
Event2026-06-30
Filed2026-07-16
SNDK
NewSANDISK CORP COM
Shares10
Event2026-06-30
Filed2026-07-16
KMB
0.00%KIMBERLY-CLARK CORP COM
Shares207
Event2026-06-30
Filed2026-07-16
ELV
20.83%ELEVANCE HEALTH INC FORMERLY A COM
Shares58
Event2026-06-30
Filed2026-07-16
PFE
-4.41%PFIZER INC COM
Shares933
Event2026-06-30
Filed2026-07-16
FI
0.00%FISERV INC COM
Shares455
Event2026-06-30
Filed2026-07-16
DHR
0.00%DANAHER CORP DEL COM
Shares117
Event2026-06-30
Filed2026-07-16
ZAP
NewGLOBAL X U.S. ELECTRIFICATION ETF
Shares640
Event2026-06-30
Filed2026-07-16
GDXJ
0.00%VANECK JUNIOR GOLD MINERS ETF
Shares225
Event2026-06-30
Filed2026-07-16
DVN
NewDEVON ENERGY CORP NEW COM
Shares534
Event2026-06-30
Filed2026-07-16
VANECK GOLD MINERS ETF
0.00%VANECK GOLD MINERS ETF
Shares290
Event2026-06-30
Filed2026-07-16
MSCI
2.63%MSCI INC COM
Shares39
Event2026-06-30
Filed2026-07-16
NULV
0.00%NUVEEN ESG LARGE-CAP VALUE ETF
Shares430
Event2026-06-30
Filed2026-07-16
USAI
0.00%PACER AMERICAN ENERGY INFRASTRUCTURE ETF
Shares470
Event2026-06-30
Filed2026-07-16
CMG
-13.79%CHIPOTLE MEXICAN GRILL INC COM
Shares625
Event2026-06-30
Filed2026-07-16
HCA
0.00%HCA HEALTHCARE INC COM
Shares54
Event2026-06-30
Filed2026-07-16
ET
0.00%ENERGY TRANSFER L P COM UT LTD PTN
Shares1.1K
Event2026-06-30
Filed2026-07-16
AVA
1.19%AVISTA CORP COM
Shares512
Event2026-06-30
Filed2026-07-16
EPAM
-16.03%EPAM SYS INC COM
Shares262
Event2026-06-30
Filed2026-07-16
SLYV
0.53%STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF
Shares188
Event2026-06-30
Filed2026-07-16
UPS
-59.14%UNITED PARCEL SVCS INC CL B
Shares190
Event2026-06-30
Filed2026-07-16
EXC
0.00%EXELON CORP COM
Shares438
Event2026-06-30
Filed2026-07-16
FANG
14.85%DIAMONDBACK ENERGY INC COM
Shares116
Event2026-06-30
Filed2026-07-16
IBBQ
200.50%INVESCO NASDAQ BIOTECHNOLOGY ETF
Shares601
Event2026-06-30
Filed2026-07-16
HYGH
0.00%ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF
Shares225
Event2026-06-30
Filed2026-07-16
CR
0.00%CRANE COMPANY COMMON STOCK
Shares87
Event2026-06-30
Filed2026-07-16
NVS
0.00%NOVARTIS AG SPONSORED ADR
Shares123
Event2026-06-30
Filed2026-07-16
SAP
0.00%SAP SE SPON ADR
Shares125
Event2026-06-30
Filed2026-07-16
SOXX
0.00%ISHARES SEMICONDUCTOR ETF
Shares30
Event2026-06-30
Filed2026-07-16
IVT
0.00%INVENTRUST PPTYS CORP COM NEW
Shares539
Event2026-06-30
Filed2026-07-16
PPL CORP COM
0.59%PPL CORP COM
Shares515
Event2026-06-30
Filed2026-07-16
ISRG
-91.61%INTUITIVE SURGICAL INC COM NEW
Shares47
Event2026-06-30
Filed2026-07-16
AMT
-44.33%AMERICAN TOWER CORP COM
Shares113
Event2026-06-30
Filed2026-07-16
KHC
1.29%KRAFT HEINZ CO COM
Shares783
Event2026-06-30
Filed2026-07-16
ICE
4.90%INTERCONTINENTAL EXCHANGE INC COM
Shares150
Event2026-06-30
Filed2026-07-16
SILJ
NewAMPLIFY JUNIOR SILVER MINERS ETF
Shares700
Event2026-06-30
Filed2026-07-16
AKRE
0.00%AKRE FOCUS ETF
Shares340
Event2026-06-30
Filed2026-07-16
ADSK
0.00%AUTODESK INC COM
Shares93
Event2026-06-30
Filed2026-07-16
NUE
0.00%NUCOR CORP COM
Shares81
Event2026-06-30
Filed2026-07-16
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available